INTECH Investment Management LLC

Industry: Company

Description

Founded: 1987 Parent organizations: Janus Capital Group, JANUS CAPITAL CORP

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INTECH Investment Management LLC Employees

Employee
Years
Job
Industry
Ivana Bertuzzelli Ivana Bertuzzelli West Palm Beach, Florida Area Details
Ivana Bertuzzelli's INTECH Investment Management LLC Experience November 1989 - Present
Job Vice President, Portfolio Analytics at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC   November 1989 - Present

Skills
Performance Measurement, Investment Management, Bloomberg, Quantitative Analytics, Portfolio Management, Performance Attribution

Education
Seton Hall University   1986 — 1990
Bachelor of Science (B.S.), Business Administration - Finance

Robert Garvy Robert Garvy Palm Beach, Florida Details
Robert Garvy's INTECH Investment Management LLC Experience 1991 - 2014
Job Founder & Chairman Emeritus at INTECH Investment Management, LLC
Industry Investment Management
Experience
INTECH Investment Management, LLC  1991 - 2014
Wilshire Associates  1978 - 1990
Wilshire Associates  1978 - 1990

Skills
Investment Management, Asset Allocation, Mutual Funds, Asset Management, Alternative Investments, Hedge Funds, Investment Strategies, Wealth Management, Securities, Equity Investments, Microsoft Office, Marketing Strategy, Microsoft Word, Social Media, Start-ups, New Business Development, Strategic Planning, Entrepreneurship, Negotiation, Business Strategy, Investments, Public Speaking, Team Building

Education
Georgia State University   1974 — 1976
Master of Business Administration (M.B.A.), Finance

University of Florida
Associate of Arts Degree

University of South Florida
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Bret Young Bret Young United States Details
Bret Young's INTECH Investment Management LLC Experience May 2015 - Present
Job Managing Director, Business Development at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC   May 2015 - Present
Curian Capital, LLC  April 2012 - Present
Thomson Horstmann & Bryant  May 2010 - April 2012
GE Asset Management  December 2007 - May 2010
Dreyfus Investments  2000 - 2007
J&W Seligman  1997 - 2000
PaineWebber  March 1988 - September 1997
EF Hutton & Company  January 1985 - March 1988

Skills
Separately Managed..., Institutional Sales, Alternative Investments, Asset Management, Securities, Sales, Mutual Funds, Series 7, Investment Strategies, Investments, Equities, Asset Allocation, Series 63, Investment Advisory, Pensions, Morningstar, Fixed Income, Investment Management, Business Development, Portfolio Management, Wealth Management, ETFs, Series 65, Financial Services, 401k, Series 24, Hedge Funds, Retirement Planning, Financial Advisory, Private Equity

Education
New York University - Leonard N. Stern School of Business   1987 — 1994
MBA, Marketing

Manhattan College   1978 — 1982
BS, Marketing

David Werner David Werner New York, New York Details
David Werner's INTECH Investment Management LLC Experience August 2014 - November 2014
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet  January 2015 - Present
INTECH Investment Management LLC   August 2014 - November 2014
Pershing, a BNY Mellon company  June 2013 - August 2013
JB's On The Beach  June 2011 - August 2013
David's Barbeque Grille   March 2011 - May 2011

Skills
Microsoft Office, Customer Service, Research, Teamwork, Social Media, Financial Analysis, Written & Oral..., Market Research, Analysis, Data Analysis

Education
University of Miami   2010 — 2014
Bachelor of Business Administration (BBA), International Finance and Marketing

Newark Academy   2006 — 2010

Zachary Lehner Zachary Lehner West Palm Beach, Florida Details
Zachary Lehner's INTECH Investment Management LLC Experience May 2013 - May 2015
Job
Industry Financial Services
Experience
INTECH Investment Management LLC   May 2013 - May 2015
Weiss Research, Inc.   September 2011 - May 2013
Lockheed Martin  August 2010 - May 2011
Lockheed Martin  October 2009 - August 2010

Skills
Financial Analysis, Bloomberg Terminal, eSignal, Equity Research, Financial Modeling, Microsoft Office, Microsoft Excel, LexisNexis, SAP, Technical Analysis, Fundamental Analysis, Financial Statement..., Statistical Data..., Project Planning, Bloomberg, Equities, Finance, Trading, Portfolio Management, Valuation, Mutual Funds, Investments, Fixed Income, Commodity, Alternative Investments, Asset Management

Education
University of Central Florida   2007 — 2011
BS, Finance

Universität Wien
German

CFA Institute

CFA Institute

Max Moltchanov Max Moltchanov West Palm Beach, Florida Area Details
Max Moltchanov's INTECH Investment Management LLC Experience June 2009 - Present
Job Sr. Investment Portfolio Analyst, INTECH LLC
Industry Investment Management
Experience
INTECH Investment Management LLC   June 2009 - Present
BlackRock  September 2008 - June 2009
Delaware Investments  December 2007 - September 2008
Brandywine Global  July 2004 - December 2007
JPMorgan Chase  April 2003 - July 2004
Brandywine Global  March 2000 - March 2003

Skills
Equities, Mutual Funds, Investments, Bloomberg, Investment Management, Fixed Income, Investment Strategies, Asset Management, Executive Reporting, Hedge Funds, Alternative Investments, Asset Allocation, Financial Modeling

Education
Goldey-Beacom College   2004 — 2005
MBA, Financial Management

David Roda, CFA David Roda, CFA Baltimore, Maryland Details
David Roda, CFA's INTECH Investment Management LLC Experience 2007 - 2013
Job Lead Portfolio Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price  2013 - Present
INTECH Investment Management LLC   2007 - 2013
T. Rowe Price  2006 - 2007
T. Rowe Price  2005 - 2006
Cambridge Associates  1994 - 2005

Skills
Institutional Sales, Investments, Equities, Investment Management, Portfolio Management, Capital Markets, Investment Strategies, Trading, Financial Analysis, Due Diligence, Financial Markets, Hedge Funds, Fixed Income, Mutual Funds, Asset Management

Education
Hamilton College   1989 — 1993
B.A.

Dick Loebig, CFA Dick Loebig, CFA Louisville, Kentucky Details
Dick Loebig, CFA's INTECH Investment Management LLC Experience 2006 - 2010
Job Sales & Marketing, Consultant Relations, Client Service
Industry Investment Management
Experience
First State Investments  2014 - Present
J.P. Morgan Private Bank   2010 - 2014
INTECH Investment Management LLC   2006 - 2010
Western Asset Management  2004 - 2006
INVESCO  2001 - 2003
Fort Washington Investment Advisors and Todd Investment Advisors   1996 - 2000
PNC Bank  1991 - 1996
Payden & Rygel Investment Counsel   1989 - 1991
Security Pacific Investment Managers   1986 - 1988

Skills
Fixed Income, Portfolio Management, Equities, Institutional..., Investment Strategies, Asset Management, Client Service, Customer Relations, Sales & Marketing, Consulltant Relations

Education
Bellarmine University
MBA, Business Administration

Furman University
BA, Business Administration

Charles Corbin Charles Corbin West Palm Beach, Florida Details
Charles Corbin's INTECH Investment Management LLC Experience July 2008 - Present
Job Senior Product Management Specialist at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC   July 2008 - Present
Janus Capital Group  November 2003 - July 2008
Janus Capital Group  July 1997 - August 2001
Janus Capital Group  July 1996 - July 1997
Janus Capital Group  July 1995 - June 1996

Skills
Management, Financial Analysis, Product Management, Marketing, Mutual Funds, Portfolio Management

Education
Arizona State University
Bachelor of Arts (B.A.), Humanities/Humanistic Studies

Andreea Georgiu Andreea Georgiu Greater New York City Area Details
Andreea Georgiu's INTECH Investment Management LLC Experience May 2015 - Present
Job Managing Director Business Development at INTECH Investment Management LLC
Industry Financial Services
Experience
INTECH Investment Management LLC   May 2015 - Present
Cornerstone Capital Management  October 2013 - April 2015
Lord Abbett  December 2009 - May 2013
BNYConvergex   February 1999 - November 2009
Goldman Sachs  1993 - 1998

Skills
Investments, Equities, Mutual Funds, Alternative Investments, Portfolio Management, Securities, Hedge Funds, Fixed Income, Capital Markets, Investment Advisory, Risk Management, Asset Management, Asset Allocation, Financial Services, Investment Management, Series 7, Series 63

Education
New York University - Leonard N. Stern School of Business   1994 — 1996
MBA, Finance & International Businesss

Bucknell University   1988 — 1992
BSBA, Management & International Business

Lin Zhao Lin Zhao Greater New York City Area Details
Lin Zhao's INTECH Investment Management LLC Experience August 2015 - Present
Job Associate of Research at INTECH Investment Management
Industry Investment Management
Experience
INTECH Investment Management LLC   August 2015 - Present

Skills
Research, Numerical Analysis, Matlab, LaTeX, Teaching, Visual C++, Mathematical Modeling, Statistics, Mathematics

Education
Dartmouth College   2010 — 2015
Doctor of Philosophy (Ph.D.), Mathematics

Nankai University   2006 — 2010
Bachelor of Science (B.Sc.), Information and Computational Sciences

Peter Madison Peter Madison Princeton, New Jersey Details
Peter Madison's INTECH Investment Management LLC Experience June 2013 - November 2014
Job Construction and Real Estate Project Manager
Industry Construction
Experience
Chambers Properties LLC   February 2012 - Present
INTECH Investment Management LLC   June 2013 - November 2014
NJ School Development Authority   February 2006 - January 2011
Habitat for Humanity  April 2003 - November 2004
Madison Heritage, LLC   June 1996 - April 2003
Sweetwater Construction  June 1990 - May 1995

Skills
Construction Management, Team Leadership, Project approvals, Project Bidding, Code review, OSHA certification,, Microsoft Project, Primavera, Planning Board Chairman, Project Management, Primavera P6, MS Project, Project Planning, Approvals, Process Scheduler, Facilities Management, Code Review, Budgets, Leadership, Contract Management, Value Engineering, LEED, Renovation, Contract Negotiation, Project Estimation

Education
New York University   1977 — 1978
Real Estate Diploma, Appraisal & Analysis

Syracuse University   1973 — 1975
B.S., Construction Management

Colgate University   1969 — 1972
B. A, Economics

Adam Craig Adam Craig Greater Boston Area Details
Adam Craig's INTECH Investment Management LLC Experience April 2014 - Present
Job Managing Director, Consultant Relations at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC   April 2014 - Present
Analytic Investors  May 2011 - April 2014
Columbia Management  January 2007 - May 2011
Essex Investment Management  June 2004 - January 2007
Mercer Investment Consulting  May 1998 - June 2004
Watson Wyatt Worldwide  1986 - 1998

Skills
Investments, Alternative Investments, Investment Strategies, Financial Risk, Asset Managment, Business Development, Hedge Funds

Education
Penn State University   1982 — 1986
BS, Math

Dustin Cone Dustin Cone West Palm Beach, Florida Area Details
Dustin Cone's INTECH Investment Management LLC Experience September 2014 - Present
Job Client Relations Manager at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC   September 2014 - Present
Dustin Cone, LLC   June 2008 - September 2013

Skills
Sports, Sports Marketing, Sponsorship, Sports Management, Professional Sports, Sports Industry, Tournaments, Sponsorship Sales, Athletics, Golf, Customer Service

Education
Purdue University   2001 — 2006
Bachelor's Degree, Management

Richard Yasenchak, CFA, CFP® Richard Yasenchak, CFA, CFP® West Palm Beach, Florida Details
Richard Yasenchak, CFA, CFP®'s INTECH Investment Management LLC Experience January 2014 - Present
Job Senior Vice President, Client Portfolio Manager at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC   January 2014 - Present
Russell Investments  July 2010 - December 2013
Russell Investments  May 2008 - June 2010
Russell Investments  October 2007 - May 2008
Russell Investments  May 2005 - October 2007
Investment Management Consultants Association  October 2003 - April 2005
Charles Schwab  January 1998 - August 2002
Charles Schwab  October 1993 - January 1998

Skills
Investment Management, Portfolio Management, Asset Allocation, Equities, Investment Strategies, Alternative Investments, Investments, Asset Management, Hedge Funds, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Client Relations Skills, Fixed Income, Investment Advisory, Fund Of Funds, Institutional..., Financial Risk, Leadership, Wealth Management, Risk Management, Strategic Financial..., Portfolio Construction, Portfolio Performance..., Personal Financial..., Written & Oral..., ETFs, Portfolio Optimization, Risk Analysis, Contract Negotiation, Project Management, Investment Banking

Education
College for Financial Planning   2002 — 2004
Master of Science, Financial Analysis

Metropolitan State University of Denver   1998 — 2000
Certificate in Personal Financial Planning, Financial Planning and Services

University of Colorado at Boulder   1989 — 1992
Bachelor of Science, Business Administration

Michelle Canela, MSL, CSCP® Michelle Canela, MSL, CSCP® West Palm Beach, Florida Area Details
Michelle Canela, MSL, CSCP®'s INTECH Investment Management LLC Experience December 2002 - Present
Job Senior Compliance Manager
Industry Investment Management
Experience
INTECH Investment Management LLC   December 2002 - Present
National Society of Compliance Professionals  October 2014 - Present
Ryan Beck & Co. (currently Stifel Nicolaus)   August 1999 - September 2002

Skills
Securities Regulation, Mutual Funds, Investment Management, Asset Management, Investments, Series 7, Hedge Funds, FINRA, Corporate Governance, Equities, Microsoft Office, Asset Managment, Financial Services, Securities, Microsoft Excel, Access, Investment Advisers Act, Investment Company Act, 1940 Act, Compliance Regulations, Compliance Oversight, SEC regulations, General Securities..., 63 Licenses, Charles River IMS, Salesforce.com, Registered Investment..., RIAs, Quantitative Investing, Compliance Officers, Compliance Monitoring, Regulatory Requirements, Compliance Program..., Internal Audit, Compliance Analysis, Risk Management

Education
California Southern University   2008 — 2012
Master of Science Degree, Law

University of South Florida - College of Business Administration   1996 — 1999
Bachelor of Arts, Finance

Sergio Pimentel Sergio Pimentel West Palm Beach, Florida Area Details
Sergio Pimentel's INTECH Investment Management LLC Experience January 2015 - Present
Job Supervisor, End User Services at INTECH Investment Management LLC
Industry Information Technology and Services
Experience
INTECH Investment Management LLC   January 2015 - Present
INTECH Investment Management LLC   March 2013 - January 2015
ADT  January 2013 - March 2013
Morgan Stanley / ATOS   June 2003 - January 2013
State Street  August 1999 - June 2003
Datawatch  June 1999 - August 1999
Fidelity Investments  January 1998 - June 1999

Skills
Disaster Recovery, IT Management, Active Directory, Visio, Windows Server, Vendor Management, SharePoint, ITIL, Project Management, Citrix, VMware, Risk Management, CompTIA A+ Certification, Blackberry Enterprise..., Good Technology, MobileIron, Remote Desktop, Desktop Administration, Windows, Data Center, IT Service Management, Information Technology, Technical Support, System Administration, Infrastructure, XP, Troubleshooting, Windows 7, Network Administration, Operating Systems, Servers, Computer Hardware, DNS, Incident Management, IT Operations, IT Strategy, TCP/IP

Education
Salem State College   1994 — 1997
Business Administration and Management, Finance

Daniel Webster College   1998 — 1998
Introduction to Computer Networks

American School of Santo Domingo   1987 — 1993
High School/Secondary Diplomas and Certificates

Vassilios Papathanakos Vassilios Papathanakos Greater New York City Area Details
Vassilios Papathanakos's INTECH Investment Management LLC Experience January 2014 - Present
Job Deputy Chief Investment Officer at INTECH Investment Management LLC (a Janus Capital Group Company)
Industry Investment Management
Experience
INTECH Investment Management LLC   January 2014 - Present
INTECH Investment Management LLC (a Janus Capital Group Company)   November 2012 - Present
INTECH Investment Management LLC (a Janus Capital Group Company)   October 2006 - November 2012

Skills
Quantitative Analytics, Investment Management, Asset Management, Equities, Trading Systems, Monte Carlo Simulation, Statistics, Asset Allocation, Emerging Markets, Statistical Modeling, Time Series Analysis

Education
Princeton University   2001 — 2006
Doctor of Philosophy (Ph.D.), Physics

University of Ioannina   1997 — 2001
BSc, Physics

Beena Sara George Beena Sara George Delray Beach, Florida Details
Beena Sara George's INTECH Investment Management LLC Experience February 2013 - Present
Job Software Assurance and Release Manager at INTECH Investment Management LLC
Industry Financial Services
Experience
INTECH Investment Management LLC   February 2013 - Present
INTECH Investment Management LLC   June 2012 - February 2013
Morgan Stanley Credit Corporation  June 2008 - March 2012
Morgan Stanley  August 2006 - February 2008
Cardservice Mobile Solutions   October 2005 - June 2006
IBM Global Services  February 2000 - June 2003

Skills
Business Analysis, Business Intelligence, Software Development, Business Strategy, Data Warehousing, SDLC, Leadership, Software Project..., Risk Management, Requirements Analysis, Project Management, Microsoft SQL Server, Strategic Planning, SQL, Agile Methodologies, Business Process..., Process Improvement, IT Management, Enterprise Architecture, Databases

Education
University of Georgia - Terry College of Business   1995 — 1999
BBA, Finance and Management Information Systems

Martha Franco, PHR, SHRM-CP Martha Franco, PHR, SHRM-CP West Palm Beach, Florida Area Details
Martha Franco, PHR, SHRM-CP's INTECH Investment Management LLC Experience January 2015 - Present
Job Vice President, Human Resources at INTECH Investment Management LLC
Industry Financial Services
Experience
INTECH Investment Management LLC   January 2015 - Present
INTECH Investment Management LLC (a Janus Capital Group Company)   January 2013 - December 2014
INTECH Investment Management LLC (a Janus Capital Group Company)   January 2012 - December 2012
INTECH Investment Management LLC (a Janus Capital Group Company)   January 2009 - December 2011
Health Care District of Palm Beach County  January 2003 - January 2009
Sundy House  September 2001 - December 2002
Tecnoquimicas  August 1993 - August 2001

Skills
Human Resources, Personnel Management, Employee Relations, Recruiting, Deferred Compensation, HRIS, Onboarding, New Hire Orientations, Talent Acquisition, Employee Benefits, Talent Management, HR Policies, Interviews, Succession Planning, Applicant Tracking..., Performance Management, Kronos Timekeeping, Employee Handbooks, Workforce Planning, Performance Appraisal, Coaching, Job Descriptions, Benefits Administration, Labor Relations, FMLA, College Recruiting, Employee Engagement, Compensation & Benefit, Legal Compliance, Recruitment/Retention, Interviewing, Compensation, Compensation & Benefits

Education
Pontificia Universidad Javeriana
BS, Psychology

Universidad del Valle (CO)
MS, Human Resources Management

Jim McHugh Jim McHugh Greater New York City Area Details
Jim McHugh's INTECH Investment Management LLC Experience April 2002 - Present
Job Sr. Managing Director, INTECH Investment Management LLC (A Janus Capital Group Company)
Industry Investment Management
Experience
INTECH Investment Management LLC   April 2002 - Present
Prudential Investments  April 1998 - May 2001
HSBC Asset Management Americas   November 1994 - March 1998

Education
Seton Hall University   1982 — 1986
MBA, Finance

Montclair State University   1976 — 1981
BS, Business Administration

Nancy Holden, CFA Nancy Holden, CFA Greater Denver Area Details
Nancy Holden, CFA's INTECH Investment Management LLC Experience October 2010 - Present
Job Senior Managing Director; Head of Client Relations
Industry Financial Services
Experience
INTECH Investment Management LLC   October 2010 - Present
Janus Capital Group  March 2002 - July 2011
Northern Trust  August 1998 - February 2002
Norwest Bank  July 1993 - July 1998
Wells Fargo Bank  October 1987 - June 1993

Education
University of California, Santa Barbara   1981 — 1986
BA, Business Economics

Anthony Mays Anthony Mays Dallas/Fort Worth Area Details
Anthony Mays's INTECH Investment Management LLC Experience October 2005 - February 2013
Job Lead Architect at Edge Communications
Industry Telecommunications
Experience
Edge Communications  November 2013 - Present
StrikeWire   August 2013 - September 2013
15th Juducial Circuit Court of Florida   February 2013 - August 2013
INTECH Investment Management LLC   October 2005 - February 2013

Skills
Databases, Software Development, SQL, Agile Methodologies, Web Services, Linux, Microsoft SQL Server, PHP, MySQL, JavaScript, Web Applications, C++, Testing, HTML, C, Requirements Analysis, Automation, Integration, PL/SQL, Visual Studio, Analysis, OOP, System Deployment, Software Documentation, Management Development, SQL Server, Agile, Programming, Architecture, Planning, Deployment, Computer Science, Application Development, Quality Assurance, Product Development, AJAX, Documentation, Customer Relations, Administration, Enterprise Software, Digium Certified..., jQuery, jQuery UI

Education
Community College of the US Air Force   1980 — 1987
AS, Resource Management Technology, Management

Mark Holzhausen Mark Holzhausen Palm Beach Gardens, Florida Details
Mark Holzhausen's INTECH Investment Management LLC Experience 2006 - Present
Job Manager, Procurement and Facilities at INTECH Investment Management LLC (a Janus Capital Group Company)
Industry Investment Management
Experience
INTECH Investment Management LLC (a Janus Capital Group Company)   September 2006 - Present
INTECH Investment Management LLC   2006 - Present

Skills
Facilities Management, Procurement, Asset Management, Asset Managment, Investments, Microsoft Excel

Education
Hope College   1984 — 1988

Onur Ozyesil Onur Ozyesil Princeton, New Jersey Details
Onur Ozyesil's INTECH Investment Management LLC Experience August 2015 - Present
Job Associate of Research at INTECH Investment Management LLC
Industry Research
Experience
INTECH Investment Management LLC   August 2015 - Present
Princeton University  October 2014 - July 2015
Princeton University  September 2008 - August 2014

Skills
LaTeX, Matlab, Statistics, Mathematical Modeling, Mathematica, Machine Learning, Physics, Algorithms, Numerical Analysis, Science, Signal Processing, Simulations, Data Analysis, Research, Computer Science

Education
Princeton University   2008 — 2013
Doctor of Philosophy (PhD), Computational and Applied Mathematics

Bogazici University   2006 — 2008
Master of Science (MSc), Electrical and Electronics Engineering

Bogazici University   2002 — 2006
Bachelor of Science (BSc), Mathematics

Bogazici University   2002 — 2006
Bachelor of Science (BSc), Electrical and Electronics Engineering

Aaron Blogg Aaron Blogg Boca Raton, Florida Details
Aaron Blogg's INTECH Investment Management LLC Experience June 2013 - July 2013
Job Student at University of Florida
Industry
Experience
INTECH Investment Management LLC   June 2013 - July 2013

Education
University of Florida   2012 — 2016
Accounting

Kristin Plitnick Kristin Plitnick Hollywood, Florida Details
Kristin Plitnick's INTECH Investment Management LLC Experience June 2013 - Present
Job Student at University of Central Florida
Industry
Experience
INTECH Investment Management LLC   June 2013 - Present
University of Central Florida  2011 - Present
Oviedo High School Girl's Water Polo   February 2013 - April 2013
South Florida Aquatics   January 2011 - August 2011

Education
University of Central Florida   2011 — 2015

St. Thomas Aquinas High School   2007 — 2011

Pat Janda Pat Janda West Palm Beach, Florida Area Details
Pat Janda's INTECH Investment Management LLC Experience 2008 - 2009
Job Senior Consultant at FrontLine Compliance, LLC
Industry Financial Services
Experience
FrontLine Compliance, LLC  January 2014 - Present
Financial Industry Regulatory Authority  July 2010 - January 2014
FrontLine Compliance, LLC  2010 - 2010
INTECH Investment Management LLC   2008 - 2009
Wells Fargo (f/k/a Wachovia Securities LLC)   1996 - 2008
US Securities and Exchange Commission  1988 - 1996

Skills
Securities Regulation, Securities, Fraud, Compliance, Specialty: Series 7, 9,..., AML, Strategic Financial..., Portfolio Management, Financial Services, Investments, Internal Controls, FINRA

Education
Illinois Institute of Technology
Master of Science (MS), Financial Markets and Trading

Northwestern University
Bachelor of Science (BS), Organizational Behavior Studies degree, Accounting Certificate, With Honors

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