IndexIQ Company
Description
Address: 51 Madison Ave 4th floor, New York, NY 10010 Phone: (888) 474-7725: Place name: : Website: Hours: : : : Category: : Website: https://www.nylinvestments.com/IQetfs/ Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of IndexIQ Posting publicly on the Web Write a review Reviews Be the first to review
IndexIQ List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at IndexIQ. You can filter them based on skills, years of employment, job, education, department, and prior employment.
IndexIQ Salaries. You can even request information on how much does IndexIQ pay if you want to. Learn about salaries, pros and cons of working for IndexIQ directly from the past employees.
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IndexIQ Employees
Employee
Years
Job
Industry
Dikshya Parajuli Dikshya Parajuli's IndexIQ Experience September 2012 - December 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Manhattanville College August 2012 - May 2013
IndexIQ September 2012 - December 2012
MasterCard Worldwide June 2012 - August 2012
Small Farmers Bank Limited May 2010 - August 2010
Skills
Editing, Research, Microsoft Excel, Mathematics, PowerPoint, Economics, Bloomberg, Data Analytics, Microsoft Office, Finance, SPSS, Qualitative Research, Higher Education, Access, Facebook, Student Affairs, Social Networking, Spanish, Management, Statistics, Data Analysis, Critical Thinking, Microsoft Word, Fundraising, Time Management, Teamwork, Morningstar, Teaching, Outlook, Public Speaking, Data Entry, Community Outreach, Nonprofits, Event Planning, Leadership, Analysis, English
Education
Manhattanville College 2009 — 2013
Bachelor's degree, Economics/Mathematics
Goldman Sachs July 2013 - Present
Manhattanville College August 2012 - May 2013
IndexIQ September 2012 - December 2012
MasterCard Worldwide June 2012 - August 2012
Small Farmers Bank Limited May 2010 - August 2010
Skills
Editing, Research, Microsoft Excel, Mathematics, PowerPoint, Economics, Bloomberg, Data Analytics, Microsoft Office, Finance, SPSS, Qualitative Research, Higher Education, Access, Facebook, Student Affairs, Social Networking, Spanish, Management, Statistics, Data Analysis, Critical Thinking, Microsoft Word, Fundraising, Time Management, Teamwork, Morningstar, Teaching, Outlook, Public Speaking, Data Entry, Community Outreach, Nonprofits, Event Planning, Leadership, Analysis, English
Education
Manhattanville College 2009 — 2013
Bachelor's degree, Economics/Mathematics
Thomas Sassos Thomas Sassos's IndexIQ Experience June 2011 - September 2011
Job Professional Services Representative at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers June 2014 - Present
Goldman Sachs September 2012 - December 2012
BNY Mellon June 2012 - September 2012
IndexIQ June 2011 - September 2011
Skills
Research, Analytics, Financial Markets, Financial Analysis, Data Analysis, Database Administration, Portfolio Management, Microsoft Office, Stata, Equities
Education
Northwestern University - Kellogg School of Management 2011 — 2014
M.S., Management Studies
Northwestern University 2009 — 2013
BA, Economics/History
Greenwich High School 2005 — 2009
Interactive Brokers June 2014 - Present
Goldman Sachs September 2012 - December 2012
BNY Mellon June 2012 - September 2012
IndexIQ June 2011 - September 2011
Skills
Research, Analytics, Financial Markets, Financial Analysis, Data Analysis, Database Administration, Portfolio Management, Microsoft Office, Stata, Equities
Education
Northwestern University - Kellogg School of Management 2011 — 2014
M.S., Management Studies
Northwestern University 2009 — 2013
BA, Economics/History
Greenwich High School 2005 — 2009
Revaz Tsivtsivadze Revaz Tsivtsivadze's IndexIQ Experience September 2011 - May 2012
Job Product Management at MasterCard
Industry Financial Services
Experience
MasterCard February 2014 - Present
MasterCard February 2013 - February 2014
MasterCard August 2012 - February 2013
IndexIQ September 2011 - May 2012
BG Capital May 2011 - August 2011
Skills
Business Development, Product Development, Business Strategy, Start-ups, Economics, Strategy, Strategic Planning, Finance, Strategic Partnerships, Mobile Payments, Analytics, Financial Education, Competitive Analysis, Product Management, Financial Analysis, Digital Marketing, Data Analysis, Emerging Payments, Entrepreneurship, Python, Marketing Strategy, Corporate Finance, Mobile Commerce, Mobile Devices, Startup Development, User Experience Design, Financial Services, User Experience, Social Media Marketing, Web Services, Web Analytics, Payments, Forecasting, E-commerce, Market Research, Google Analytics, Agile Methodologies, Distributed Systems, Data Visualization
Education
Manhattanville College 2008 — 2012
BA, Finance
Phillips Exeter Academy
The Guivy Zaldastanishvili American Academy in Tbilisi 2004 — 2008
MasterCard February 2014 - Present
MasterCard February 2013 - February 2014
MasterCard August 2012 - February 2013
IndexIQ September 2011 - May 2012
BG Capital May 2011 - August 2011
Skills
Business Development, Product Development, Business Strategy, Start-ups, Economics, Strategy, Strategic Planning, Finance, Strategic Partnerships, Mobile Payments, Analytics, Financial Education, Competitive Analysis, Product Management, Financial Analysis, Digital Marketing, Data Analysis, Emerging Payments, Entrepreneurship, Python, Marketing Strategy, Corporate Finance, Mobile Commerce, Mobile Devices, Startup Development, User Experience Design, Financial Services, User Experience, Social Media Marketing, Web Services, Web Analytics, Payments, Forecasting, E-commerce, Market Research, Google Analytics, Agile Methodologies, Distributed Systems, Data Visualization
Education
Manhattanville College 2008 — 2012
BA, Finance
Phillips Exeter Academy
The Guivy Zaldastanishvili American Academy in Tbilisi 2004 — 2008
Jay Wiederlight Jay Wiederlight's IndexIQ Experience March 2013 - August 2014
Job Regional Vice President at Transamerica
Industry Investment Management
Experience
Transamerica September 2015 - Present
Transamerica August 2014 - September 2015
IndexIQ March 2013 - August 2014
Allianz Global Investors September 2007 - March 2013
Pioneer Equity Group December 2005 - April 2007
Skills
Asset Management, Alternative Investments, Separately Managed..., Mutual Funds, Asset Allocation, Series 63, Series 7, Hedge Funds, ETFs, Investment Strategies, Investment Advisory, Investment Management, Fixed Income, Series 24, Series 65, Securities, Equities, Investments, Management
Education
Manhattan College 2000 — 2003
Jacksonville University 1999 — 2000
Transamerica September 2015 - Present
Transamerica August 2014 - September 2015
IndexIQ March 2013 - August 2014
Allianz Global Investors September 2007 - March 2013
Pioneer Equity Group December 2005 - April 2007
Skills
Asset Management, Alternative Investments, Separately Managed..., Mutual Funds, Asset Allocation, Series 63, Series 7, Hedge Funds, ETFs, Investment Strategies, Investment Advisory, Investment Management, Fixed Income, Series 24, Series 65, Securities, Equities, Investments, Management
Education
Manhattan College 2000 — 2003
Jacksonville University 1999 — 2000
Laura McDowell's IndexIQ Experience April 2009 - May 2013
Job at
Industry Investment Management
Experience
Charles Schwab Investment Management April 2015 - Present
Charles Schwab May 2013 - April 2015
IndexIQ April 2009 - May 2013
Morgan Stanley June 2007 - April 2009
Education
Manhattanville College 2003 — 2007
Bachelor of Arts (B.A.), International Management and Psychology
Charles Schwab Investment Management April 2015 - Present
Charles Schwab May 2013 - April 2015
IndexIQ April 2009 - May 2013
Morgan Stanley June 2007 - April 2009
Education
Manhattanville College 2003 — 2007
Bachelor of Arts (B.A.), International Management and Psychology
Marco Blasetti Marco Blasetti's IndexIQ Experience January 2013 - March 2013
Job Associate at Corporate Risk Solutions, LLC
Industry Financial Services
Experience
Corporate Risk Solutions, LLC August 2014 - Present
Rye Country Day School June 2013 - June 2014
Manhattanville College September 2011 - June 2013
IndexIQ January 2013 - March 2013
RGB Construction May 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media Marketing, Outlook, Spanish, Social Media, Event Planning, Social Networking
Education
Manhattanville College 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.5
Rye Country Day School 2005 — 2009
Corporate Risk Solutions, LLC August 2014 - Present
Rye Country Day School June 2013 - June 2014
Manhattanville College September 2011 - June 2013
IndexIQ January 2013 - March 2013
RGB Construction May 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media Marketing, Outlook, Spanish, Social Media, Event Planning, Social Networking
Education
Manhattanville College 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.5
Rye Country Day School 2005 — 2009
Dan Petersen, CRPC® Dan Petersen, CRPC®'s IndexIQ Experience December 2012 - Present
Job Regional Portfolio Specialist
Industry Financial Services
Experience
IndexIQ December 2012 - Present
ING Financial Partners May 2011 - December 2012
TD Ameritrade March 2010 - May 2011
Citi June 2005 - March 2010
AXA Advisors March 2004 - June 2005
MetLife May 2003 - March 2004
Skills
CRPC, Series 7, Series 66, ETFs, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Securities, Retirement, Financial Advisory
Education
CW Post Long Island University 2011 — 2012
Financial Planning Certificate Program, Financial Planning and Services
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor, Financial Planning
Binghamton University - School of Management 1999 — 2003
Business, Finance, Management Information Systems
Wantagh
IndexIQ December 2012 - Present
ING Financial Partners May 2011 - December 2012
TD Ameritrade March 2010 - May 2011
Citi June 2005 - March 2010
AXA Advisors March 2004 - June 2005
MetLife May 2003 - March 2004
Skills
CRPC, Series 7, Series 66, ETFs, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Securities, Retirement, Financial Advisory
Education
CW Post Long Island University 2011 — 2012
Financial Planning Certificate Program, Financial Planning and Services
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor, Financial Planning
Binghamton University - School of Management 1999 — 2003
Business, Finance, Management Information Systems
Wantagh
Jeff Brainard, CFP®, CFS Jeff Brainard, CFP®, CFS's IndexIQ Experience August 2015 - Present
Job Regional Director IndexIQ | Mainstay Investments
Industry Investment Management
Experience
IndexIQ August 2015 - Present
Deutsche Bank May 2014 - August 2015
ALPS, A DST Company February 2013 - May 2014
ALPS Fund Services, Inc. January 2011 - February 2013
SPDR Exchange Traded Funds (ETFs) April 2004 - January 2011
Promontory Interfinancial Network November 2002 - April 2004
ALPS Fund Services, Inc. February 2001 - November 2002
ALPS Fund Services, Inc. August 1999 - February 2001
Skills
Mutual Funds, Asset Managment, Series 7, Series 63, Financial Services, Asset Allocation, Investments, Securities, Portfolio Management, Alternative Investments, Fixed Annuities, Financial Analysis, Business Development, Finance, Risk Management, Equities, Hedge Funds, Asset Management, ETFs, FINRA, Series 6, Wealth Management
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science, Business (Accounting and Small Business Management)
College for Financial Planning
Certified Financial Planner Educational Requirement, CFP
IndexIQ August 2015 - Present
Deutsche Bank May 2014 - August 2015
ALPS, A DST Company February 2013 - May 2014
ALPS Fund Services, Inc. January 2011 - February 2013
SPDR Exchange Traded Funds (ETFs) April 2004 - January 2011
Promontory Interfinancial Network November 2002 - April 2004
ALPS Fund Services, Inc. February 2001 - November 2002
ALPS Fund Services, Inc. August 1999 - February 2001
Skills
Mutual Funds, Asset Managment, Series 7, Series 63, Financial Services, Asset Allocation, Investments, Securities, Portfolio Management, Alternative Investments, Fixed Annuities, Financial Analysis, Business Development, Finance, Risk Management, Equities, Hedge Funds, Asset Management, ETFs, FINRA, Series 6, Wealth Management
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science, Business (Accounting and Small Business Management)
College for Financial Planning
Certified Financial Planner Educational Requirement, CFP
Richard Ferrari Richard Ferrari's IndexIQ Experience May 2009 - August 2009
Job Trader at Gerald Group
Industry Mining & Metals
Experience
Gerald Group January 2012 - Present
MF Global September 2010 - December 2011
IndexIQ May 2009 - August 2009
US Navy May 2002 - June 2008
Skills
Hedging, Bloomberg, ETFs, Derivatives, Financial Analysis, Investments, Valuation, Asset Managment, Trading, Corporate Finance, Risk Management, Securities, Capital Markets, Commodity, Asset Allocation, Alternative Investments, Options, FX Options
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
United States Naval Academy 1999 — 2002
Bachelor of Science, Political Science
West Babylon High School 1994 — 1998
Gerald Group January 2012 - Present
MF Global September 2010 - December 2011
IndexIQ May 2009 - August 2009
US Navy May 2002 - June 2008
Skills
Hedging, Bloomberg, ETFs, Derivatives, Financial Analysis, Investments, Valuation, Asset Managment, Trading, Corporate Finance, Risk Management, Securities, Capital Markets, Commodity, Asset Allocation, Alternative Investments, Options, FX Options
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
United States Naval Academy 1999 — 2002
Bachelor of Science, Political Science
West Babylon High School 1994 — 1998
Abe Damra Abe Damra's IndexIQ Experience January 2012 - May 2012
Job Associate Wealth Management Operations at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management October 2012 - January 2014
IndexIQ January 2012 - May 2012
Morgan Stanley Smith Barney September 2011 - December 2011
Bank of Jordan November 2010 - December 2010
Peter A Goldman, CPA, Esq December 2009 - June 2010
Via One March 2008 - November 2008
Via One January 2008 - March 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Bloomberg Terminal, Bloomberg, Financial Analysis, Finance, Customer Service, Public Speaking, Outlook, Equities, Access, Morningstar, Fixed Income, Management, Accounting, Banking, Social Networking, Social Media, Human Resources, Data Analysis, Analysis, Economics, Financial Modeling, Financial Services, Account Reconciliation
Education
Manhattanville College 2011 — 2012
Masters of Science, Finance
Manhattanville College 2004 — 2010
BA, Finance
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management October 2012 - January 2014
IndexIQ January 2012 - May 2012
Morgan Stanley Smith Barney September 2011 - December 2011
Bank of Jordan November 2010 - December 2010
Peter A Goldman, CPA, Esq December 2009 - June 2010
Via One March 2008 - November 2008
Via One January 2008 - March 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Bloomberg Terminal, Bloomberg, Financial Analysis, Finance, Customer Service, Public Speaking, Outlook, Equities, Access, Morningstar, Fixed Income, Management, Accounting, Banking, Social Networking, Social Media, Human Resources, Data Analysis, Analysis, Economics, Financial Modeling, Financial Services, Account Reconciliation
Education
Manhattanville College 2011 — 2012
Masters of Science, Finance
Manhattanville College 2004 — 2010
BA, Finance
James Rimmer James Rimmer's IndexIQ Experience May 2013 - August 2013
Job Credentialing Coordinator at (USTA) United States Tennis Association
Industry Higher Education
Experience
(USTA) United States Tennis Association June 2015 - Present
Skidmore College March 2013 - May 2015
SPORTS195 May 2014 - July 2014
IndexIQ May 2013 - August 2013
YMCA June 2007 - August 2012
Skills
Public Speaking, Leadership, Group Work, Spanish, Time Management, Marketing, Facebook, Sales, Salesforce.com, Sports, Teaching, Organization, Microsoft Suites
Education
Skidmore College 2011 — 2015
Business and Spanish Double Major
(USTA) United States Tennis Association June 2015 - Present
Skidmore College March 2013 - May 2015
SPORTS195 May 2014 - July 2014
IndexIQ May 2013 - August 2013
YMCA June 2007 - August 2012
Skills
Public Speaking, Leadership, Group Work, Spanish, Time Management, Marketing, Facebook, Sales, Salesforce.com, Sports, Teaching, Organization, Microsoft Suites
Education
Skidmore College 2011 — 2015
Business and Spanish Double Major
Peter Moor's IndexIQ Experience March 2009 - March 2012
Job Vice President, Regional Marketing Manager
Industry Financial Services
Experience
Fred Alger Management March 2012 - Present
IndexIQ March 2009 - March 2012
BlackRock December 2006 - December 2008
Hanley Group Capital July 2006 - December 2006
Merrill Lynch June 2005 - August 2005
Skills
Series 7, Alternative Investments, ETFs, Separately Managed..., Series 63, Mutual Funds, Hedge Funds, Asset Allocation, Equities, Investment Strategies, Bloomberg, Fixed Income, Asset Managment, Investments, Capital Markets, Securities, Derivatives, Trading, Investment Management
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance and Economics
Mendham HS
Fred Alger Management March 2012 - Present
IndexIQ March 2009 - March 2012
BlackRock December 2006 - December 2008
Hanley Group Capital July 2006 - December 2006
Merrill Lynch June 2005 - August 2005
Skills
Series 7, Alternative Investments, ETFs, Separately Managed..., Series 63, Mutual Funds, Hedge Funds, Asset Allocation, Equities, Investment Strategies, Bloomberg, Fixed Income, Asset Managment, Investments, Capital Markets, Securities, Derivatives, Trading, Investment Management
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance and Economics
Mendham HS
Ryan Xue Ryan Xue's IndexIQ Experience January 2014 - April 2014
Job Graduate of Cornell University
Industry Public Policy
Experience
Reconnect, The Vernon Avenue Project 501(c)(3) January 2014 - Present
The White House September 2014 - December 2014
Google, R Street Institute June 2014 - August 2014
IndexIQ January 2014 - April 2014
Cornell University October 2013 - January 2014
Skills
Policy Analysis, Cost Benefit Analysis, Product Management, Photoshop, Econometrics, Aperture, Photography, HTML 5, CSS, Stata, jQuery, Statistical Data..., Nonprofits, Product Development, Microsoft Office, Marketing Strategy, Start-ups, Web Analytics
Education
Cornell University 2011 — 2015
Bachelor's Degree, Policy Analysis and Management
Reconnect, The Vernon Avenue Project 501(c)(3) January 2014 - Present
The White House September 2014 - December 2014
Google, R Street Institute June 2014 - August 2014
IndexIQ January 2014 - April 2014
Cornell University October 2013 - January 2014
Skills
Policy Analysis, Cost Benefit Analysis, Product Management, Photoshop, Econometrics, Aperture, Photography, HTML 5, CSS, Stata, jQuery, Statistical Data..., Nonprofits, Product Development, Microsoft Office, Marketing Strategy, Start-ups, Web Analytics
Education
Cornell University 2011 — 2015
Bachelor's Degree, Policy Analysis and Management
Sebastian Siring Sebastian Siring's IndexIQ Experience August 2012 - December 2012
Job Sr. Financial Analyst at L'Oréal
Industry Financial Services
Experience
L'Oréal July 2015 - Present
L'Oréal Professional Product Division February 2014 - July 2015
L'Oréal May 2013 - February 2014
IndexIQ August 2012 - December 2012
Manhattanville College January 2012 - May 2012
Sahlgrenska University Hospital January 2009 - January 2011
GoByBus/Bus4You August 2007 - January 2009
Skills
Finance, Marketing, Microsoft Excel, Investments, Sales, ETFs, Calculus, Databases, Microsoft Office, Financial Market..., Leadership, Salesforce.com, Data Analysis, Project Management, SalesForce, Economic Statistics, WACC, Macroeconomics, Microeconomics, Human Resources, Talent Development, Corporate Finance, OGwin, SAP, COGS Analysis, Gross Profit Analysis, Talent Management
Education
Manhattanville College 2009 — 2012
Bachelor of Arts (B.A.), Major in Finance and Minor in Political Science
L'Oréal July 2015 - Present
L'Oréal Professional Product Division February 2014 - July 2015
L'Oréal May 2013 - February 2014
IndexIQ August 2012 - December 2012
Manhattanville College January 2012 - May 2012
Sahlgrenska University Hospital January 2009 - January 2011
GoByBus/Bus4You August 2007 - January 2009
Skills
Finance, Marketing, Microsoft Excel, Investments, Sales, ETFs, Calculus, Databases, Microsoft Office, Financial Market..., Leadership, Salesforce.com, Data Analysis, Project Management, SalesForce, Economic Statistics, WACC, Macroeconomics, Microeconomics, Human Resources, Talent Development, Corporate Finance, OGwin, SAP, COGS Analysis, Gross Profit Analysis, Talent Management
Education
Manhattanville College 2009 — 2012
Bachelor of Arts (B.A.), Major in Finance and Minor in Political Science
Charikleia Braouzi Charikleia Braouzi's IndexIQ Experience September 2014 - March 2015
Job Associate Consultant at JDX Consulting
Industry Financial Services
Experience
JDX Consulting April 2015 - Present
IndexIQ September 2014 - March 2015
Student Mgt Investment Fund (MBA Course) January 2014 - April 2014
Argington Inc September 2013 - January 2014
COLUMBIA ADVERTISING September 2011 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Market Research, Analysis, SPSS, Research, Marketing Strategy, Business Strategy, Data Analysis, Team Leadership, Leadership, Financial Analysis, English, Teamwork, Business Planning, Marketing, Financial Modeling, Business Analysis, Risk Management, Financial Accounting, Marketing Communications, Finance
Education
JDX Academy 2015 — 2016
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, 3.8/4
Ethnikon kai Kapodistriakon Panepistimion Athinon / University of Athens
Bachelor's degree, Mass Communication/Media Studies
JDX Consulting April 2015 - Present
IndexIQ September 2014 - March 2015
Student Mgt Investment Fund (MBA Course) January 2014 - April 2014
Argington Inc September 2013 - January 2014
COLUMBIA ADVERTISING September 2011 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Market Research, Analysis, SPSS, Research, Marketing Strategy, Business Strategy, Data Analysis, Team Leadership, Leadership, Financial Analysis, English, Teamwork, Business Planning, Marketing, Financial Modeling, Business Analysis, Risk Management, Financial Accounting, Marketing Communications, Finance
Education
JDX Academy 2015 — 2016
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, 3.8/4
Ethnikon kai Kapodistriakon Panepistimion Athinon / University of Athens
Bachelor's degree, Mass Communication/Media Studies
Manoj Jonna's IndexIQ Experience June 2013 - August 2013
Job Investment Banking Associate at Deloitte Corporate Finance
Industry Investment Banking
Experience
InSITE October 2013 - May 2015
Sands Capital Management June 2014 - January 2015
IndexIQ June 2013 - August 2013
Harvard Pilgrim Health Care 2010 - 2012
Grant Thornton LLP (Formerly CCR LLP) 2008 - 2010
Education
Georgetown University 2012 — 2015
Doctor of Law (J.D.)
Worcester State University 2006 — 2008
B.S, Business Administration
InSITE October 2013 - May 2015
Sands Capital Management June 2014 - January 2015
IndexIQ June 2013 - August 2013
Harvard Pilgrim Health Care 2010 - 2012
Grant Thornton LLP (Formerly CCR LLP) 2008 - 2010
Education
Georgetown University 2012 — 2015
Doctor of Law (J.D.)
Worcester State University 2006 — 2008
B.S, Business Administration
Joseph Cassetta Joseph Cassetta's IndexIQ Experience May 2014 - August 2014
Job Georgetown University MBA Candidate
Industry Financial Services
Experience
IndexIQ May 2014 - August 2014
Cassetta Management Group March 2013 - July 2013
Cassetta Management Group January 2009 - July 2013
Genesis Investment Trading LLC June 2008 - December 2008
Oppenheimer & Co. Inc. May 2007 - May 2008
Skills
Mergers & Acquisitions, Training, Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Strategy, Project Management
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Masters of Business Administration
Boston University - School of Management 2004 — 2008
BSBA, Business Administration, Duel Concentration in Finance and Accounting
IndexIQ May 2014 - August 2014
Cassetta Management Group March 2013 - July 2013
Cassetta Management Group January 2009 - July 2013
Genesis Investment Trading LLC June 2008 - December 2008
Oppenheimer & Co. Inc. May 2007 - May 2008
Skills
Mergers & Acquisitions, Training, Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Strategy, Project Management
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Masters of Business Administration
Boston University - School of Management 2004 — 2008
BSBA, Business Administration, Duel Concentration in Finance and Accounting
Sagar Galani's IndexIQ Experience June 2013 - August 2013
Job Summer Analyst at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets May 2015 - August 2015
GrowthCap August 2014 - December 2014
IndexIQ June 2013 - August 2013
Housing Assistance Corporation (HAC) - Cape Cod December 2012 - March 2013
Skills
Analysis, Databases, Fundraising, Research, Nonprofits, Bloomberg Terminal, Curriculum Development, Marketing, Leadership, Financial Modeling, Financial Analysis
Education
Cornell University 2012 — 2016
Bachelor of Science, Applied Economics & Management
American School of Bombay 1999 — 2012
IB Diploma
Harvard Summer School
CIBC World Markets May 2015 - August 2015
GrowthCap August 2014 - December 2014
IndexIQ June 2013 - August 2013
Housing Assistance Corporation (HAC) - Cape Cod December 2012 - March 2013
Skills
Analysis, Databases, Fundraising, Research, Nonprofits, Bloomberg Terminal, Curriculum Development, Marketing, Leadership, Financial Modeling, Financial Analysis
Education
Cornell University 2012 — 2016
Bachelor of Science, Applied Economics & Management
American School of Bombay 1999 — 2012
IB Diploma
Harvard Summer School
Daniel Carlryd Daniel Carlryd's IndexIQ Experience August 2011 - December 2011
Job Assistant Vice President at Corporate Risk Solutions, LLC
Industry Financial Services
Experience
Corporate Risk Solutions, LLC June 2012 - Present
Manhattanville College January 2012 - May 2012
IndexIQ August 2011 - December 2011
Carrier Corporation May 2011 - August 2011
Carrier Corporation June 2010 - August 2010
Skills
Due Diligence, Risk Management, Mergers & Acquisitions, Private Equity, Distressed Debt, Microsoft Office, Trading, Finance, Oracle E-Business Suite, Financial Analysis, SAP, Oracle Financials, Bloomberg Terminal, Factset, Salesforce.com, QuickBooks, Microsoft Excel
Education
Manhattanville College 2009 — 2012
Bachelor's Degree of Arts, Finance
Fudan University 2009 — 2009
Chinese, Business
University of Gothenburg 2007 — 2009
Economics, Finance
Corporate Risk Solutions, LLC June 2012 - Present
Manhattanville College January 2012 - May 2012
IndexIQ August 2011 - December 2011
Carrier Corporation May 2011 - August 2011
Carrier Corporation June 2010 - August 2010
Skills
Due Diligence, Risk Management, Mergers & Acquisitions, Private Equity, Distressed Debt, Microsoft Office, Trading, Finance, Oracle E-Business Suite, Financial Analysis, SAP, Oracle Financials, Bloomberg Terminal, Factset, Salesforce.com, QuickBooks, Microsoft Excel
Education
Manhattanville College 2009 — 2012
Bachelor's Degree of Arts, Finance
Fudan University 2009 — 2009
Chinese, Business
University of Gothenburg 2007 — 2009
Economics, Finance
Nabeel Zulfiqar Nabeel Zulfiqar's IndexIQ Experience September 2012 - November 2012
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley June 2013 - August 2013
IndexIQ September 2012 - November 2012
Clark Dodge Asset Management January 2012 - May 2012
Manhattanville College August 2010 - March 2012
Manhattanville College February 2010 - December 2010
Manhattanville College January 2010 - May 2010
Skills
MS Office Suite, Customer Relations, Newsletters, Databases, PowerPoint, Access, Morningstar, Microsoft Office, Customer Service, Marketing, Finance, Research, Market Research, Equities, Analysis, Investments, Microsoft Excel
Education
Manhattanville College 2009 — 2013
Bachelor's degree, Finance, General
Morgan Stanley September 2013 - Present
Morgan Stanley June 2013 - August 2013
IndexIQ September 2012 - November 2012
Clark Dodge Asset Management January 2012 - May 2012
Manhattanville College August 2010 - March 2012
Manhattanville College February 2010 - December 2010
Manhattanville College January 2010 - May 2010
Skills
MS Office Suite, Customer Relations, Newsletters, Databases, PowerPoint, Access, Morningstar, Microsoft Office, Customer Service, Marketing, Finance, Research, Market Research, Equities, Analysis, Investments, Microsoft Excel
Education
Manhattanville College 2009 — 2013
Bachelor's degree, Finance, General
Nicholas Mazzilli Nicholas Mazzilli's IndexIQ Experience 2009 - 2009
Job Operations Associate at itBit
Industry Financial Services
Experience
Operations Associate May 2015 - Present
Reval November 2013 - April 2015
S-Networks Global Indexes 2012 - 2012
Hudson River Health Care 2011 - 2011
IndexIQ 2009 - 2009
Office of Member of New York State Assembly Sandy Galef 2008 - 2008
Skills
Microsoft Word, Microsoft Office, Training, Finance, Microsoft Excel, Accounting, Portfolio Management, Financial Modeling, Customer Service, Leadership, Financial Analysis, Event Planning
Education
Fordham University 2009 — 2013
Bachelor's degree, Finance, General
Operations Associate May 2015 - Present
Reval November 2013 - April 2015
S-Networks Global Indexes 2012 - 2012
Hudson River Health Care 2011 - 2011
IndexIQ 2009 - 2009
Office of Member of New York State Assembly Sandy Galef 2008 - 2008
Skills
Microsoft Word, Microsoft Office, Training, Finance, Microsoft Excel, Accounting, Portfolio Management, Financial Modeling, Customer Service, Leadership, Financial Analysis, Event Planning
Education
Fordham University 2009 — 2013
Bachelor's degree, Finance, General
Joshua Polo Joshua Polo's IndexIQ Experience June 2007 - May 2010
Job Senior Content Manager at FactSet
Industry Financial Services
Experience
FactSet April 2015 - Present
Markit January 2015 - April 2015
Markit May 2010 - December 2014
IndexIQ June 2007 - May 2010
David Lerner Associates June 2006 - June 2007
Iona Preparatory School August 2003 - June 2006
Skills
ETFs, Investments, Analysis, Hedge Funds, Bloomberg, Equities, Data Analysis, Project Management, Financial Services, Research, Leadership, IBM Blueworks Live - BPM, FactSet, Management, Operations Management, Indexing, Client Services, Visio, Strategic Planning, Budgeting, Fixed Income
Education
The Catholic University of America 1999 — 2003
BA
Iona Prep 1995 — 1999
FactSet April 2015 - Present
Markit January 2015 - April 2015
Markit May 2010 - December 2014
IndexIQ June 2007 - May 2010
David Lerner Associates June 2006 - June 2007
Iona Preparatory School August 2003 - June 2006
Skills
ETFs, Investments, Analysis, Hedge Funds, Bloomberg, Equities, Data Analysis, Project Management, Financial Services, Research, Leadership, IBM Blueworks Live - BPM, FactSet, Management, Operations Management, Indexing, Client Services, Visio, Strategic Planning, Budgeting, Fixed Income
Education
The Catholic University of America 1999 — 2003
BA
Iona Prep 1995 — 1999
Salvatore Bruno's IndexIQ Experience June 2007 - Present
Job CIO
Industry Financial Services
Experience
IndexIQ June 2007 - Present
DWS Scudder 2005 - 2007
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1997 - 2002
Scudder Kemper Investment, Zurich Scudder Investment, Scudder Stevens and Clark 1991 - 2002
Scudder 1991 - 2001
Scudder Investments 1995 - 1997
Chase 1988 - 1991
Skills
Quantitative Research, Marketing Communications, Team Building, ETFs, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Equities, Portfolio Management, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Asset Managment, Bonds, Investment Advisory, Financial Markets, Capital Markets, Series 7, Investment Management, Equity Research
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and Economics
Cornell University 1984 — 1988
BS, Business Management
IndexIQ June 2007 - Present
DWS Scudder 2005 - 2007
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1997 - 2002
Scudder Kemper Investment, Zurich Scudder Investment, Scudder Stevens and Clark 1991 - 2002
Scudder 1991 - 2001
Scudder Investments 1995 - 1997
Chase 1988 - 1991
Skills
Quantitative Research, Marketing Communications, Team Building, ETFs, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Equities, Portfolio Management, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Asset Managment, Bonds, Investment Advisory, Financial Markets, Capital Markets, Series 7, Investment Management, Equity Research
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and Economics
Cornell University 1984 — 1988
BS, Business Management
Jeff Carlin's IndexIQ Experience January 2009 - July 2010
Job Managing Director, National Sales Manager at Nuveen Investments
Industry Financial Services
Experience
Olympic Club Foundation January 2011 - Present
Nuveen Investments July 2010 - Present
Investment Management Consultants Association January 2008 - January 2012
IndexIQ January 2009 - July 2010
Charles Schwab December 2002 - January 2009
Schwab Institutional December 2002 - January 2009
Smith Barney September 1995 - December 2002
State Street Bank and Trust February 1993 - September 1995
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, ETFs, Investments, Asset Allocation, Wealth Management, Asset Managment, Hedge Funds, Separately Managed..., Investment Advisory, Portfolio Management, Investment Strategies, Series 24
Education
San Diego State University-California State University 1987 — 1992
BS, Finance, emphasis in Real Estate
Olympic Club Foundation January 2011 - Present
Nuveen Investments July 2010 - Present
Investment Management Consultants Association January 2008 - January 2012
IndexIQ January 2009 - July 2010
Charles Schwab December 2002 - January 2009
Schwab Institutional December 2002 - January 2009
Smith Barney September 1995 - December 2002
State Street Bank and Trust February 1993 - September 1995
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, ETFs, Investments, Asset Allocation, Wealth Management, Asset Managment, Hedge Funds, Separately Managed..., Investment Advisory, Portfolio Management, Investment Strategies, Series 24
Education
San Diego State University-California State University 1987 — 1992
BS, Finance, emphasis in Real Estate
Gregory Sivin, CFA's IndexIQ Experience July 2007 - June 2009
Job Senior Investment Professional
Industry Financial Services
Experience
Bessemer Trust December 2010 - Present
IndexIQ July 2007 - June 2009
Deutsche Asset Management March 2005 - February 2007
Deutsche Asset Management June 2004 - March 2005
Deutsche Asset Management March 2002 - June 2004
Zurich Scudder Investments (acq by Deutsche Bank) April 2000 - March 2002
Prudential Securities 1999 - 2000
Goldman Sachs 1998 - 1999
ISO 1994 - 1998
Education
Stony Brook University 1987 — 1992
Bessemer Trust December 2010 - Present
IndexIQ July 2007 - June 2009
Deutsche Asset Management March 2005 - February 2007
Deutsche Asset Management June 2004 - March 2005
Deutsche Asset Management March 2002 - June 2004
Zurich Scudder Investments (acq by Deutsche Bank) April 2000 - March 2002
Prudential Securities 1999 - 2000
Goldman Sachs 1998 - 1999
ISO 1994 - 1998
Education
Stony Brook University 1987 — 1992
Karen Ann Feeney's IndexIQ Experience August 2013 - Present
Job Regional Director at IndexIQ
Industry Financial Services
Experience
IndexIQ August 2013 - Present
Dearborn Capital Management January 2012 - July 2013
Kenmar October 2008 - January 2012
UBS September 2005 - October 2007
Merrill Lynch May 1995 - September 2005
Skills
Alternative Investments, Hedge Funds, Series 7, Fixed Income, Wealth Management, Equities, Asset Management, Investment Advisory, Retirement Planning, Asset Allocation, Investments, Private Equity, Separately Managed..., Structured Products, Managed Accounts, Mutual Funds, Financial Planning, Fund Of Funds, Investor Relations, Customer Relations, Series 63, Series 3, Bonds, Financial Markets, Commodities, Cash Management
Education
Monmouth University
MBA, Finance
Susquehanna University
BM Piano Performance, Business Minor, Music, Business
IndexIQ August 2013 - Present
Dearborn Capital Management January 2012 - July 2013
Kenmar October 2008 - January 2012
UBS September 2005 - October 2007
Merrill Lynch May 1995 - September 2005
Skills
Alternative Investments, Hedge Funds, Series 7, Fixed Income, Wealth Management, Equities, Asset Management, Investment Advisory, Retirement Planning, Asset Allocation, Investments, Private Equity, Separately Managed..., Structured Products, Managed Accounts, Mutual Funds, Financial Planning, Fund Of Funds, Investor Relations, Customer Relations, Series 63, Series 3, Bonds, Financial Markets, Commodities, Cash Management
Education
Monmouth University
MBA, Finance
Susquehanna University
BM Piano Performance, Business Minor, Music, Business
Michael Ciferri's IndexIQ Experience 2006 - 2007
Job Vice President at JPMorgan
Industry Investment Banking
Experience
JPMorgan March 2007 - Present
IndexIQ 2006 - 2007
Washington Mutual July 2002 - December 2005
Skills
Hedge Funds
Education
Fordham Gabelli School of Business 2006 — 2007
MBA, Finance
Quinnipiac University - School of Business 1998 — 2002
BS, Computer Science
JPMorgan March 2007 - Present
IndexIQ 2006 - 2007
Washington Mutual July 2002 - December 2005
Skills
Hedge Funds
Education
Fordham Gabelli School of Business 2006 — 2007
MBA, Finance
Quinnipiac University - School of Business 1998 — 2002
BS, Computer Science
Steve Romant's IndexIQ Experience May 2011 - August 2011
Job Capital Markets at Northrop Grumman Corporation
Industry Financial Services
Experience
Northrop Grumman Corporation July 2012 - Present
Georgetown University's McDonough School of Business 2010 - August 2012
IndexIQ May 2011 - August 2011
Lockheed Martin Aeronautics 2008 - 2010
Education
University of Michigan 2003 — 2007
BA, Economics
Northrop Grumman Corporation July 2012 - Present
Georgetown University's McDonough School of Business 2010 - August 2012
IndexIQ May 2011 - August 2011
Lockheed Martin Aeronautics 2008 - 2010
Education
University of Michigan 2003 — 2007
BA, Economics
Chace Estes's IndexIQ Experience April 2008 - August 2008
Job Account Executive at Google
Industry Internet
Experience
Google May 2012 - Present
Google October 2011 - May 2012
Google September 2010 - October 2011
Relationship Capital Partners, Inc. March 2010 - September 2010
Webster Capital September 2009 - March 2010
IndexIQ April 2008 - August 2008
FactSet Research Systems July 2006 - August 2007
FactSet Research Systems September 2004 - June 2006
Merrill Lynch January 2004 - June 2004
Longwood Investment Advisors June 2003 - August 2003
Skills
Management, Leadership, Public Speaking, Business Strategy, Business Development, Financial Modeling, Finance, Analysis, Strategic Planning, Strategy, Entrepreneurship, Financial Analysis, Start-ups, Analytics, Data Analysis, Advertising, Portfolio Management, Social Media Marketing, Investments, Marketing Strategy, Visibility, Market Research, Marketing, CRM, Strategic Partnerships
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA, Finance
Harvard University 2005 — 2006
Finance
Union College 2000 — 2004
BA
Holderness School
St. Mark's School
Google May 2012 - Present
Google October 2011 - May 2012
Google September 2010 - October 2011
Relationship Capital Partners, Inc. March 2010 - September 2010
Webster Capital September 2009 - March 2010
IndexIQ April 2008 - August 2008
FactSet Research Systems July 2006 - August 2007
FactSet Research Systems September 2004 - June 2006
Merrill Lynch January 2004 - June 2004
Longwood Investment Advisors June 2003 - August 2003
Skills
Management, Leadership, Public Speaking, Business Strategy, Business Development, Financial Modeling, Finance, Analysis, Strategic Planning, Strategy, Entrepreneurship, Financial Analysis, Start-ups, Analytics, Data Analysis, Advertising, Portfolio Management, Social Media Marketing, Investments, Marketing Strategy, Visibility, Market Research, Marketing, CRM, Strategic Partnerships
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA, Finance
Harvard University 2005 — 2006
Finance
Union College 2000 — 2004
BA
Holderness School
St. Mark's School
Robert Whitelaw's IndexIQ Experience 2006 - Present
Job Professor of Finance at NYU Stern School of Business
Industry Higher Education
Experience
IndexIQ 2006 - Present
NYU Stern School of Business January 1992 - Present
UCLA Anderson School of Management September 1996 - June 1997
Lehman Brothers September 1984 - June 1986
Skills
Quantitative Finance, Valuation, Finance, Quantitative Analytics, Economics, Econometrics, Investments, Financial Markets, Financial Modeling, Hedge Funds, Derivatives, Bloomberg, Fixed Income, Macroeconomics
Education
Stanford University Graduate School of Business 1986 — 1991
PhD, Finance
Massachusetts Institute of Technology 1981 — 1984
BS, Mathematics
IndexIQ 2006 - Present
NYU Stern School of Business January 1992 - Present
UCLA Anderson School of Management September 1996 - June 1997
Lehman Brothers September 1984 - June 1986
Skills
Quantitative Finance, Valuation, Finance, Quantitative Analytics, Economics, Econometrics, Investments, Financial Markets, Financial Modeling, Hedge Funds, Derivatives, Bloomberg, Fixed Income, Macroeconomics
Education
Stanford University Graduate School of Business 1986 — 1991
PhD, Finance
Massachusetts Institute of Technology 1981 — 1984
BS, Mathematics
Daniel Mistretta's IndexIQ Experience September 2008 - January 2009
Job Business Development Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2014 - Present
CoreCommodity Management(Formerly Jefferies) April 2010 - July 2014
ADP Retirement Services June 2009 - April 2010
IndexIQ September 2008 - January 2009
Marcus & Millichap August 2006 - May 2008
Legg Mason December 2004 - August 2006
Susquehanna International Group April 1999 - December 2004
MCI Worldcom September 1997 - April 1999
Skills
ETFs, Series 7, Alternative Investments, Bloomberg, Series 63, Options, Reuters, Works well in a team, Equity Trading, Derivatives, Trading, FINRA, Account Management, Capital Markets, Financial Markets, Mutual Funds, Fixed Income, Equities, Trading Systems, Bonds, Hedge Funds, Equity Derivatives, Securities, Bloomberg Terminal, Microsoft Excel, Microsoft Word, US Equities, Direct Sales, Finance, Sales, Marketing
Education
University of South Carolina-Columbia 1992 — 1997
Don Bosco 1988 — 1992
Legg Mason July 2014 - Present
CoreCommodity Management(Formerly Jefferies) April 2010 - July 2014
ADP Retirement Services June 2009 - April 2010
IndexIQ September 2008 - January 2009
Marcus & Millichap August 2006 - May 2008
Legg Mason December 2004 - August 2006
Susquehanna International Group April 1999 - December 2004
MCI Worldcom September 1997 - April 1999
Skills
ETFs, Series 7, Alternative Investments, Bloomberg, Series 63, Options, Reuters, Works well in a team, Equity Trading, Derivatives, Trading, FINRA, Account Management, Capital Markets, Financial Markets, Mutual Funds, Fixed Income, Equities, Trading Systems, Bonds, Hedge Funds, Equity Derivatives, Securities, Bloomberg Terminal, Microsoft Excel, Microsoft Word, US Equities, Direct Sales, Finance, Sales, Marketing
Education
University of South Carolina-Columbia 1992 — 1997
Don Bosco 1988 — 1992
Peter Gorman's IndexIQ Experience 2010 - 2011
Job Senior Vice President SSARIS Advisors LLC
Industry Investment Management
Experience
SSARIS Advisors, LLC 2011 - Present
IndexIQ 2010 - 2011
Hatteras Funds March 2008 - January 2010
Robeco March 2005 - March 2008
Simms Capital Management 1994 - 2004
Skills
Alternative Investments, Product Development, Sales Management, Risk Management, Mergers & Acquisitions, Trading, Investor Relations, Series 24, Capital Markets, Bonds, Equity Research, ETFs, Series 63, Financial Markets, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1995
MBA, Finance and Marketing
Hobart and William Smith Colleges 1982 — 1986
Bachelor of Arts (B.A.), History
SSARIS Advisors, LLC 2011 - Present
IndexIQ 2010 - 2011
Hatteras Funds March 2008 - January 2010
Robeco March 2005 - March 2008
Simms Capital Management 1994 - 2004
Skills
Alternative Investments, Product Development, Sales Management, Risk Management, Mergers & Acquisitions, Trading, Investor Relations, Series 24, Capital Markets, Bonds, Equity Research, ETFs, Series 63, Financial Markets, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1995
MBA, Finance and Marketing
Hobart and William Smith Colleges 1982 — 1986
Bachelor of Arts (B.A.), History
Rebecca Gray's IndexIQ Experience August 2009 - February 2011
Job Vice President, Investment Strategy and Oversight at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2013 - Present
Turner Investment Partners February 2011 - July 2013
IndexIQ August 2009 - February 2011
Turner Investment Partners 2006 - 2009
Vangaurd 2005 - 2006
Skills
Wealth Management, Mutual Funds, Asset Managment, Series 7, Separately Managed..., Series 63, Equities, FINRA, Financial Services, Portfolio Management, ETFs, Asset Allocation, Alternative Investments, Series 6
Education
Liberty University
Bachelors of Science, Business/Marketing, Cum Laude
Merrill Lynch July 2013 - Present
Turner Investment Partners February 2011 - July 2013
IndexIQ August 2009 - February 2011
Turner Investment Partners 2006 - 2009
Vangaurd 2005 - 2006
Skills
Wealth Management, Mutual Funds, Asset Managment, Series 7, Separately Managed..., Series 63, Equities, FINRA, Financial Services, Portfolio Management, ETFs, Asset Allocation, Alternative Investments, Series 6
Education
Liberty University
Bachelors of Science, Business/Marketing, Cum Laude
Thu Pham's IndexIQ Experience February 2010 - April 2010
Job Advanced analytics professional
Industry Marketing and Advertising
Experience
Reprise Media May 2014 - Present
Saatchi & Saatchi Wellness July 2013 - May 2014
Baruch College September 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
Morgan Stanley Smith Barney July 2010 - December 2011
IndexIQ February 2010 - April 2010
Manhattanville College October 2007 - April 2010
Capital Financial Consultancy Company June 2009 - August 2009
Skills
Teamwork, Analysis, Statistical Modeling, Data Mining, R, Regression Analysis, Statistical Data..., SAS, Linear Regression, Facebook, Tableau
Education
City University of New York-Baruch College 2012 — 2014
Master of Science (MS), Statistics
Manhattanville College 2007 — 2011
Bachelor of Arts, Finance
Reprise Media May 2014 - Present
Saatchi & Saatchi Wellness July 2013 - May 2014
Baruch College September 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
Morgan Stanley Smith Barney July 2010 - December 2011
IndexIQ February 2010 - April 2010
Manhattanville College October 2007 - April 2010
Capital Financial Consultancy Company June 2009 - August 2009
Skills
Teamwork, Analysis, Statistical Modeling, Data Mining, R, Regression Analysis, Statistical Data..., SAS, Linear Regression, Facebook, Tableau
Education
City University of New York-Baruch College 2012 — 2014
Master of Science (MS), Statistics
Manhattanville College 2007 — 2011
Bachelor of Arts, Finance
Craig Wolgast's IndexIQ Experience August 2013 - May 2014
Job Financial Analyst
Industry Capital Markets
Experience
Boston Financial Investment Management December 2014 - Present
IndexIQ August 2013 - May 2014
Ryders Health Management October 2011 - August 2012
Skills
Microsoft Excel, VBA, Bloomberg, PowerPoint, Access, Account Reconciliation
Education
Hofstra University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Hofstra University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Boston Financial Investment Management December 2014 - Present
IndexIQ August 2013 - May 2014
Ryders Health Management October 2011 - August 2012
Skills
Microsoft Excel, VBA, Bloomberg, PowerPoint, Access, Account Reconciliation
Education
Hofstra University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Hofstra University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting