International Fund Services
Industry: Company
DescriptionFounded: 1989 Parent organization: State Street Bank and Trust Company
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International Fund Services Employees
Evershore Financial Group July 2014 - Present
International Fund Services December 2005 - October 2010
MetLife Financial Services July 2002 - November 2005
COLDWELL BANKER RESIDENTIAL REAL ESTATE September 1998 - July 2002
Beddows Commodities Inc March 1998 - September 1998
Chase Manhattan Bank May 1995 - January 1998
Bankers Trust July 1994 - May 1995
Dean Witter/Intercapital July 1993 - July 1994
Skills
Financial Strategies, Retirement Strategies, Wealth Management, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, College Funding..., Finance, Financial Strategies...
Education
State University of New York College at Oswego
B.S, Accounting
Monsignor Farrell
Longwood Lunch LLC February 2011 - Present
JoMI (Journal of Medical Insight) May 2014 - March 2015
Recombinant Data Corp June 2011 - January 2012
Harvard Medical School April 2010 - June 2011
Children's Hospital Center on Media and Child Health February 2010 - April 2010
University of Pennsylvania February 2009 - January 2010
Internet Public Library December 2008 - April 2009
International Fund Services September 2000 - August 2008
Lehman Brothers, Inc August 1998 - August 2000
Lehman Brothers, Inc June 1998 - August 1998
Skills
Event Planning, Taxonomy, Controlled Vocabularies, Virtual Reference, Informatics, Data Curation, Databases, Library, Software Documentation, Knowledge Management, Metadata, Research, Career coaching, Leadership, Lifesciences, Career Counseling, LOINC, Perl, Higher Education, Unix, Life Sciences
Education
Drexel University 2008 — 2010
MS, Library and Information Science
Stony Brook University 1995 — 1997
Information Systems
Mount Holyoke College 1989 — 1993
B.A., French
T-Mobile June 2011 - Present
International Fund Services November 2008 - June 2011
International Fund Services February 2008 - November 2008
T-Mobile October 2006 - February 2008
T-Mobile USA October 2002 - October 2006
AL Systems, Inc October 2001 - October 2002
Lear Corporation November 2000 - May 2001
Knoll Pharmaceutical Company 1997 - 2000
Quantex Microsystems 1996 - 1997
Skills
HP-UX, Data Center, Unix, High Availability, Solaris, NAS, Storage, Shell Scripting, Capacity Planning, SAN, EMC Storage, Linux, System Administration, Solution Architecture, System Deployment, Technical Support, Disaster Recovery, Integration
Education
Rutgers University-New Brunswick 1993 — 2001
BA, Computer Science
HedgeServ 2007 - Present
International Fund Services 2001 - 2005
aluminium.com 1999 - 2001
DST International 1995 - 1999
Belvedere Financial Systems 1989 - 1995
Skills
Agile Methodologies, Scrum, XML, Python, Agile Project Management, TDD, Hedge Funds
Education
Brandeis University 1985 — 1989
BA, Philosophy
International Fund Services January 2008 - December 2010
International Fund Services January 2007 - January 2008
International Fund Services June 2005 - January 2007
Dreyfus Corporation May 2004 - June 2005
Skills
Hedge Funds, New Business Development, Financial Services, Mutual Funds, Banking, Securities, Project Management, Microsoft Excel, Vendor Management, PowerPoint, Process Improvement, Business Analysis, Human R
Education
Pace University 2006 — 2011
Master of Science, Teaching Childhood Education, 3.8
Saint Francis College 2002 — 2004
Bachelor of Arts (B.A.), Economics
PNC Wealth Management December 2012 - Present
Gallagher Fiduciary Advisors, LLC March 2005 - December 2012
Bank Boston Capital Markets June 1998 - April 1999
International Fund Services March 1994 - June 1998
Dean Witter Reynolds September 1992 - March 1994
Skills
Due Diligence, Investment Advisory, Alternative Investments, Hedge Funds, Private Equity, Investment Strategies, Asset Allocation, Portfolio Management, Portfolio Optimization, Equity Research, Fixed Income Research, Quantitative Analysis, Qualitative Research, Project Planning, Public Speaking, Analytical Writing, Relationship Cultivation, Marketing Communications, Strategic Communications, Series 7, Fixed Income Analysis, Quantitative Analytics, Capital Markets, Investments, Equities, Asset Management, Fixed Income
Education
Boston University Questrom School of Business 2001 — 2002
MS, Investment Management
D'Amore-McKim School of Business at Northeastern University 1999 — 2001
MBA, Finance
College of the Holy Cross 1988 — 1992
BA, English
Fordham Preparatory 1984 — 1988
International Fund Services (a State Street Company) March 2008 - Present
State Street Corporation 2008 - Present
International Fund Services 2008 - Present
KIM L WESTBROOK, LLC January 2007 - December 2008
Management Consulting at MetLife 2007 - 2007
IFS 2006 - 2006
JPMC August 2000 - November 2005
Skills
Management, Entrepreneurship, PMO, Project Management, Risk Management, Business Process..., SDLC, Business Analysis, PMP, Process Improvement, Program Management, Requirements Analysis, MS Project, IT Management, Project Portfolio..., Analysis, Banking, Management Consulting, Portfolio Management, Financial Services, Disaster Recovery, Business Strategy, IT Strategy, Agile Project Management, Agile Methodologies, Financial Reporting, Resource Management, Coaching, Project Delivery
Education
University of Phoenix 2003 — 2007
Ventus Networks May 2012 - Present
Appalachian August 2008 - April 2012
Bear Stearns September 2007 - March 2008
SunGard August 2006 - May 2007
SybaseAnswers July 2003 - August 2006
International Fund Services November 2001 - June 2003
Intertech Media March 2000 - October 2001
NIIT Technologies Limited 1991 - 1992
Skills
Executive Management, Strategic Planning, Microsoft Project, Department Budgeting, Data Architecture, Application Architecture, Solution Architecture, Database Design, Relational Data Modeling, Object Oriented Modeling, Logical Data Modeling, Physical Data Modeling, Software Project..., Agile Methodologies, Web Project Management, Sybase IQ, Sybase Adaptive Server, Replication Technologies, MySQL, RHEL, Red Hat Cluster Suite, Veritas Cluster Server, Sun Cluster, Business Continuity..., Disaster Recovery, Linux
Education
National Institute of Information Technology 1989 — 1991
Post Graduate Diploma (MS Equivalent/VJTI Affiliated), Systems Management (Computer Science), 95%
University of Bombay 1985 — 1989
Bachelor of Science (BS), Mathematics and Computer Programming
Ruben Companies July 2010 - Present
Anchin, Block & Anchin LLP November 2007 - June 2010
International Fund Services July 2004 - October 2007
Skills
GAAP, Accounting, US GAAP, Fixed Income, Investments, Alternative Investments, Valuation, Tax, Financial Statements, Fund Of Funds, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Financial Instruments & Markets, Leadership & Change Management, Entrepreneurship & Innovation
Fordham University 2000 — 2004
Business Administration, Public Accounting
Morgan Stanley September 2011 - Present
nycblanks.com June 2006 - February 2010
International Fund Services July 2008 - August 2008
Unclaimed Dry Cleaning Inc December 2002 - December 2006
Goldman Sachs & Company September 1999 - October 2002
Goldman Sachs 1999 - 2002
Salomon Smith Barney June 1999 - July 1999
Rutgers University Campus Computing Facilities October 1997 - December 1998
Skills
Valuation, Troubleshooting, Management, Business Process..., Technical Support, Fixed Income, Accounting, Equities
Education
Baruch College, Zicklin School of Business 2006 — 2008
Masters of Business Administration, Finance & Investments
Rutgers the State University of New Jersey, School of Business 1996 — 1999
BS, Management
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
State Street 2005 - February 2015
International Fund Services 1997 - 2005
Softech 1996 - 1997
Ernst & Young 1994 - 1996
SG Warburg 1990 - 1994
Coopers & Lybrand 1986 - 1990
Skills
Hedge Funds, Alternative Investments, Bloomberg, Equities, Entrepreneurship, Financial Services, Fixed Income, Private Equity, Risk Management, Mutual Funds, Derivatives, Capital Markets, Investments, Asset Management, Management, Portfolio Management
Education
Columbia University in the City of New York 1982 — 1984
Master's Degree
Columbia University in the City of New York 1977 — 1981
Bachelor's Degree
Independent March 2013 - Present
GE Capital March 2012 - November 2012
GE Capital July 2011 - February 2012
GE Capital June 2010 - August 2010
JPMorgan Chase May 2004 - July 2009
International Fund Services April 2003 - May 2004
HypoVereinsbank AG (now UniCredito) May 2002 - October 2002
Skills
Cross-functional Team..., Risk Management, Financial Analysis, Leadership, Portfolio Management, Valuation, Salesforce.com, Finance, Financial Modeling, Corporate Finance, Credit, Negotiation, Sales & Marketing..., Competitive Analysis, PowerPoint, Microsoft Excel, Access, Kantar Retail, AC Nielsen, Market Research, Marketing Strategy, Project Management
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
MBA, Brand and Product Management
American University 1997 — 2001
BSBA, International Finance
Wellspring House, Inc. August 2010 - Present
Pace Law School January 2008 - August 2010
Pace Law School June 2007 - January 2008
International Fund Services June 2006 - June 2007
Skills
Public Speaking, Teaching, Program Development, Philanthropy, Community Outreach, Event Planning, Alumni Relations, Nonprofits
Education
Iona College 1999 — 2003
Political Science
AllianceBernstein May 2011 - Present
International Fund Services March 2010 - May 2011
State Street Bank August 2008 - March 2010
Lazard Asset Management November 2005 - August 2008
PFPC, INC July 2004 - November 2005
Skills
Hedge Funds, Fixed Income, Financial Services, Bloomberg, Equities, Alternative Investments, Mutual Funds, Securities, Derivatives, Asset Managment, Bonds, Financial Analysis, Investments, Investment Management, Asset Allocation, Banking, Asset Management, Fund Administration
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Master of Business Administration (MBA), Economics and Finance
Rowan University 2000 — 2004
Bachelor of Science (B.S.), Business Administration; Specialization in Finance
Time Inc. October 2013 - Present
American Express April 2012 - March 2013
American Express July 2008 - April 2012
International Fund Services June 2004 - June 2008
Skills
Product Management, Business Analysis, Microsoft Excel, Digital Marketing, Marketing Strategy, Cross-functional Team..., Financial Modeling, Email Marketing, Financial Services, Analysis, Management, Marketing, Strategy, Analytics, Risk Management, Social Media
Education
Penn State University
Bachelor's degree, Finance, General
Aviate Global November 2012 - Present
J.W. Bristol July 2006 - November 2012
Babson College Fund June 2005 - May 2006
International Fund Services July 2002 - July 2004
Skills
Equity Research, Industry Analysis, Generalist, Financial Analysis, Equities, Valuation, Asset Managment, Financial Modeling, DCF, Buy-side, Consumer Staples, US Equities, Sector Research, Stock Picking, Value Investing, Growth Investing, Investment Management, Investment Management..., Portfolio Management, Investments, Securities, Hedge Funds, Alternative Investments, Emerging Markets, Bloomberg, Investment Strategies, Capital Markets, Due Diligence, Asset Management, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Investment Management
American University 1998 — 2002
BS, Biology
The Browning School 1994 — 1998
GED
Iridium Consulting LLC October 2003 - Present
International Fund Services 2003 - 2004
Murex July 1992 - April 2003
Education
Université Denis Diderot (Paris VII) 1989 — 1994
DESS, Computer Science
Hewlett-Packard July 2015 - September 2015
Bank of America October 2010 - July 2014
Horton Point, LLC April 2010 - June 2010
International Fund Services August 2007 - April 2010
Skills
Leadership, Strategy, Management Consulting, Business Strategy, Financial Modeling, Valuation, Cross-functional Team..., Project Management, Financial Analysis, Finance, Fixed Income, Bloomberg, Equities, Hedge Funds, Management, Consulting, Credit Derivatives, Capital Markets, Bonds, Alternative Investments, Educational Consulting, Structured Products, Analytics, Data Analysis, Business Development, Market Research
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Consulting and Strategy
New York University - Leonard N. Stern School of Business 2004 — 2007
Bachelor of Science (BS), Finance, International Business, Mathematics
Rotella Capital Management October 2007 - Present
Washington Mutual November 2006 - October 2007
Washington Mutual September 2005 - November 2006
International Fund Services October 2003 - August 2005
JPMorganChase May 2003 - August 2003
Skills
R, Matlab, C#, Python, Portfolio Management, C++, Trading Systems, Fixed Income, Trading, Valuation, Electronic Trading, Economics, Analysis, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Analytic Finance, Economics, Organizational Behavior, General Management
University of Washington 2008 — 2009
Certificate, C++ Programming
University of Washington 2005 — 2008
MS, Applied Math
Cornell University 2002 — 2003
M.Eng., Financial Engineering
University of Utah 1997 — 2002
BA, Mathematics
Amazon April 2013 - Present
Amazon November 2011 - March 2013
Amazon April 2011 - November 2011
Fluidnet April 2010 - March 2011
Fluidnet June 2009 - April 2010
athenahealth June 2008 - August 2008
ThoughtWorks September 2005 - June 2007
ThoughtWorks February 2004 - September 2005
International Fund Services February 2003 - February 2004
Lime Brokerage August 2000 - February 2003
Skills
Product Management, Program Management, Integration, Agile Methodologies, Agile Project Management, Software Development, Scrum, Strategy, Software Project..., Cross-functional Team..., Start-ups, Distributed Systems
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Harvard University 1996 — 2000
AB, Computer Science
International Fund Services (Ireland) Ltd, A State Street Company February 2011 - Present
Deloitte August 2007 - July 2011
International Fund Services December 2002 - May 2007
Ernst & Young December 2000 - November 2002
Skills
International Tax, Tax Advisory, Tax, Asset Managment, Hedge Funds, Financial Structuring, Fund Of Funds, Tax Law, Cross-border..., Corporate Tax, Restructuring, Mergers, Big 4, Income Tax, Accounting, Tax Accounting, Funding
Education
City University of New York-Baruch College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Uzbek State World Languages University 1994 — 1996
Kroll Ontrack February 2014 - Present
Logik November 2010 - January 2014
Quinn Emanuel November 2009 - November 2010
ACT Litigation Services June 2008 - October 2009
McBride Law PC July 2006 - May 2008
International Fund Services June 2005 - September 2005
International Fund Services July 2004 - October 2004
Skills
Litigation Support, Relativity, IPRO, Document Management, iConect, Databases, Document Review, ESI, Patent Litigation, Computer Forensics
Education
University of California, Los Angeles 2002 — 2006
Computer Science, Engineering
International Fund Services August 2000 - Present
Nomura Securities International August 1996 - May 2000
Skills
Equities, Fixed Income, MBS, CMOS, Futures, Options, FX Options, Interest Rate Swaps, Equity Swaps, Credit Derivatives, Operations Management, Middle Office, Back Office, Hedge Funds, Writing, Swaps, Trading Systems, Investments, Trading, Financial Services, Securities, Alternative Investments, Corporate Actions, Mutual Funds
Education
Dickinson College 1992 — 1996
Bachelor of Arts (B.A.), Economics
NOLS February 2011 - Present
Chesapeake Bay Maritime Museum January 2013 - November 2013
International Fund Services April 2005 - January 2011
National Outdoor Leadership School February 1986 - June 2005
TeleCommunication Systems January 2002 - June 2003
Widevine Technologies February 2001 - August 2001
eCharge Corporation May 1999 - January 2001
Solution Logic February 1998 - September 1998
Colorado Rocky Mountain School August 1991 - September 1994
Skills
Agile Project Management, SQL, Architecture, Agile Methodologies, Project Management, Java, Unix, Software Development, Program Management
Education
Western Washington University
Master's degree, Biological Oceanography and Computer Science
Northwest School of Wooden Boat Building 2011 — 2012
Certificate of Completion, Traditional Wooden Boat Building
Washington University in St. Louis 1983 — 1988
AB, BS, Mathematics and Computer Science, Biology
Unycom January 2009 - Present
H4Tec Huber IT GmbH February 2006 - December 2008
International Fund Services 2006 - December 2008
Skills
Java Enterprise Edition, Spring, Scrum, Eclipse, Requirements Analysis, Java, Hibernate, SOA, SQL, Agile Methodologies
Education
Technische Universität Graz
University Lille 1
Morgan Stanley February 2013 - Present
Morgan Stanley June 2009 - February 2013
Morgan Stanley Investment Management June 2008 - August 2008
International Fund Services February 2007 - December 2007
Skills
Fixed Income, Derivatives
Education
Princeton University
Master's degree, Finance
SUNY Stony Brook
Doctor of Philosophy (PhD), Mathematics
Pfizer Consumer Healthcare July 2014 - Present
ConAgra Foods June 2013 - August 2013
P&G India Ltd March 2013 - April 2013
Bridgewater Associates January 2011 - June 2012
International Fund Services August 2009 - January 2011
Investors Bank & Trust December 2005 - October 2007
State Street September 2004 - December 2005
Skills
Hedge Funds, Valuation, Financial Services, Cross-functional Team..., Financial Modeling, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
National Taiwan Normal University 2008 — 2009
Certificate, Chinese Language Studies
Middlebury College 2000 — 2004
BA, Economics
Intent Media Inc. August 2014 - Present
Viggle Inc. November 2012 - August 2014
Intercontinental Exchange / YellowJacket October 2009 - June 2012
International Fund Services July 2007 - October 2009
Skills
Spring, Java, Eclipse, Hibernate, Linux, SQL, Maven, Tomcat, Multithreading, EC2, Oracle Coherence, Riak, MySQL, Distributed Systems, Git, ElasticSearch, Solr, Spring Framework, Web Applications
Education
Clemson University 1999 — 2007
MS, Computer Science
International Fund Services June 1998 - Present
IFS (State Street Company) 1998 - Present
Skills
Equities, Financial Services, Hedge Funds, Alternative Investments, Fixed Income
Education
Pace University 1994 — 1998
Eton Park Capital Management January 2008 - Present
R6 Capital Management October 2006 - January 2008
International Fund Services 2003 - 2006
Morgan Stanley 2001 - 2003
Skills
Fixed Income, Derivatives, Equities, Trading, Hedge Funds, Structured Products, Securities, Accounting, Options, FX Options, Private Equity, Asset Management, Structured Finance, Asset Managment, Microsoft Excel, Bank Loans, Distressed Debt, Trade Finance, Corporate Actions, Operations, Geneva, Oasys, Citco, IFS, Excel, VPM, Economics, Equity Derivatives, Credit Derivatives, Trading Systems, Settlements, Bloomberg, Guitarist, Pianist, Portfolio Management, Mutual Funds, Fund Accounting, Alternative Investments, Physical Security, SWIFT messaging, Proxy Voting, TruPS, Collateral Management, Settlement
Education
State University of New York at Albany 1999 — 2003
Bachelor's degree, Major in Economics / Dual Minor in Business Administration & Sociology
Fordham Preparatory School 1995 — 1999
Clearline Capital April 2015 - Present
Act II Management August 2011 - February 2015
Traxis Partners LP October 2009 - August 2011
Macquarie Bank August 2009 - October 2009
One East Partners February 2008 - March 2009
International Fund Services August 2005 - February 2008
Skills
Hedge Funds, Risk Management, Excel, Operations Management, Fixed Income, Equities, Derivatives, Bloomberg, FX, Due Diligence, Options, Alternative Investments, Asset Management, Capital Markets, Securities, Trading, Middle Office
Education
Marquette University 2001 — 2005
BS, Finance & International Business
Universidad Pontificia Comillas - ICADE
Study Abroad Program
International Fund Services June 2008 - Present
Chilton Investment Company LLC January 2006 - May 2008
PricewaterhouseCoopers LLP May 1995 - January 2006
Education
University of Rhode Island - College of Business Administration 1994 — 1995
MS, Accounting
The Catholic University of America, Columbus School of Law 1991 — 1994
JD, Law
University of Rhode Island 1987 — 1991
BS, Business Administration
University of Rhode Island - College of Business Administration 1987 — 1991
BS, Finance/Management
ff Venture Capital April 2013 - Present
Vicis Capital LLC September 2006 - March 2013
International Fund Services June 2004 - July 2006
New York Mets May 2003 - May 2004
Skills
Bloomberg, Hedge Funds, Private Equity, Microsoft Excel, Venture Capital, Equities, Options, Convertible Bonds, Warrants, Alternative Investments, Derivatives, Equity Derivatives
Education
Fordham Gabelli School of Business 2009 — 2012
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 2000 — 2004
BS, Finance
JP Morgan April 2010 - Present
Hudon & Son Fine Home Remodeling January 2009 - March 2010
International Fund Services February 2001 - September 2008
Chase Manhattan Corporation April 1999 - February 2001
Education
Babson College 1994 — 1998
BS, Managerial Finance
PineBridge Investments November 2010 - Present
Standard & Poor's March 2010 - November 2010
International Fund Services November 2007 - February 2009
Credit Suisse June 2006 - November 2007
Accenture September 2000 - December 2005
NCQA 1994 - 1998
Education
Skidmore College 1988 — 1992
BA
Carlyle Blue Wave Partners January 2007 - Present
International Fund Services July 2002 - January 2007
Datek Online January 2000 - July 2002
Education
University of Scranton 1995 — 1999
BS
West Orange Board of Education October 2008 - Present
Joseph's Limousine Service October 2007 - October 2008
International Fund Services March 2006 - July 2007
SCORE! Educational Centers February 2001 - March 2006
Score! Educational Centers 2001 - 2006
Skills
Social Media, Teaching
Education
Fairfield University 1998 — 2002
International Fund Services (NA) LLC, A State Street Company May 2015 - Present
State Street 2005 - Present
International Fund Services (NA) LLC, A State Street Company May 2014 - May 2015
International Fund Services(Ireland) January 2008 - May 2014
International Fund Services 2000 - 2014
International Fund Services (Ireland) Ltd, A State Street Company 2000 - 2014
International Fund Services (IFS) Ireland March 2006 - September 2008
Skills
Capital Markets, Hedge Funds, Fund Accounting, Derivatives, Fund Administration, Fund Of Funds, Accounting, Equities, Alternative Investments, Fixed Income, Bloomberg, Back Office, Corporate Actions, Mutual Funds, Middle Office
Education
Dublin Business School 2001 — 2003
Certificate and Diploma in Mutual Funds, Mutual Funds
University Of Ulster Magee 1987 — 1991
BA (Hons), Hotel and Tourism Management
Morgan Stanley Smith Barney January 2010 - April 2011
International Fund Services March 2008 - January 2010
Smith Barney May 2006 - September 2006
Commerce Capital Markets May 2004 - September 2004
Education
Rutgers University School of Law - Camden 2012 — 2015
Doctor of Law (J.D.)
Penn State University 2003 — 2007
B.S., Economics
International Fund Services Director of TaxState Street Bank1998 - Present
Deloitte & Touche January 1994 - August 1998
Skills
Accounting, CPA, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Tax, Hedge Funds, Fund Accounting, Financial Analysis, US GAAP, Corporate Finance, Auditing, Due Diligence, Financial Accounting, Alternative Investments
Education
Fordham University 1991 — 1995
BS, Accounting
Cardinal Spellman H.S.
Hutchin Hill Capital March 2011 - Present
Shumway Capital July 2010 - February 2011
International Fund Services September 2007 - July 2010
A K Peters, Ltd. February 2006 - August 2007
Freelance translation August 2005 - August 2007
Institut des Hautes Etudes Scientifiques September 2003 - September 2005
Skills
Physics, Equities, Microsoft Excel, Bloomberg, Software Development, Hedge Funds, Fixed Income, SQL, Valuation, Options, FX Options, Derivatives, VBA, Quantitative Finance, Bonds, Interest Rate..., Trading
Education
Penn State University 1997 — 2001
PhD, Theoretical Physics
University of Colorado Boulder 1995 — 1997
MS, Physics
Crescent Capital Group June 2015 - Present
Citco Fund Services June 2012 - May 2015
International Fund Services August 2008 - March 2012
State Street August 2007 - August 2008
Skills
Accounting, Financial Analysis, Excel, Bloomberg, Fund Accounting, Mutual Funds, Hedge Funds, Pricing, Fund Administration, NAV, Equities, Account Reconciliation, Bloomberg Terminal
Education
Boston College 2003 — 2007
Bachelor of Science (BS), Finance, General
SEI July 2014 - Present
International Fund Services April 2001 - June 2014
Caxton Associates March 2000 - April 2001
Skills
Equities, Fund Accounting, Fixed Income, Hedge Funds, Options, Bloomberg, FX Options, Back Office, Derivatives, Middle Office, Corporate Actions, Securities, Asset Management, Alternative Investments, Trading, Settlement, Swaps, Fund Administration
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1999
BA, Economics
Morgan Stanley Fund Services August 2012 - Present
HedgeServ October 2010 - March 2012
Columbus Avenue Consulting February 2010 - September 2010
International Fund Services February 1994 - February 2009
Skills
Hedge Funds, Alternative Investments, Fixed Income, Swaps, Equities, Derivatives, Bloomberg, Valuation, Securities, FX Options, Accounting, Investments, Portfolio Management, Options, Financial Risk, Fund Accounting, Fund Administration, Financial Analysis, Banking, Private Equity, Financial Services, Fund Of Funds, Asset Management
Education
Penn State University 1984 — 1988
Bachelor of Science (BS), Accounting
HedgeServ November 2007 - Present
International Fund Services August 1993 - December 2005
Skills
Derivatives, Hedge Funds, Private Equity, Investments, Alternative Investments, Asset Management, Fixed Income, Bloomberg, Equities, Fund Of Funds, Capital Markets, Securities, Due Diligence, Portfolio Management, Financial Services
Education
Fordham University - Graduate School of Business Administration 1979 — 1982
Master of Business Administration (MBA), Finance, General
Fordham University 1972 — 1976
BS, Accounting
International Fund Services January 2010 - Present
McGladrey & Pullen January 2008 - December 2009
Education
University at Buffalo
BS, Business Administration - Accounting
International Fund Services (Ireland) Ltd, A State Street Company September 2007 - Present
International Fund Services September 2007 - Present
CACI International July 2005 - March 2006
Aurora Flight Sciences October 2004 - June 2005
The Food Allergy and Anaphylaxis Network March 2004 - October 2004
Education
Ashford University 2011 — 2012
Bachelor's Program-B.A, Social and Criminial Justice
International Fund Services February 2012 - September 2012
International Fund Services March 2010 - February 2012
Sensus Group September 2009 - February 2010
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
Bachelors of Business Administration, Finance
Drexel University 2002 — 2003
HedgeServ Corp January 2008 - Present
Third Point LLC June 2006 - December 2008
International Fund Services April 1991 - June 2006
Education
Pace University-Pleasantville/Briarcliff Campus 1985 — 1987
BS, Accounting
HSBC Asset Management May 2008 - Present
M. SAFRA May 2006 - May 2008
Deutsche Asset Management October 2005 - April 2006
INTERNATIONAL FUND SERVICES December 2003 - October 2005
SJS CORPORATION May 2002 - August 2002
Alliance Capital May 2001 - May 2002
Skills
Bloomberg Terminal, Equities, Financial Modeling, Fixed Income, Hedge Funds, Mutual Funds
Education
Southern Connecticut State University
Master of Business Administration
Southern Connecticut State University
Bachelor of Science, Finance
Serengeti Asset Management January 2015 - Present
International Fund Services July 2007 - January 2015
Metro Business Systems June 2003 - January 2007
Northwestern Mutual Financial Group June 2006 - August 2006
Skills
Hedge Funds, Bloomberg, Middle Office, Fund Administration, Outlook, Word, Excel, PowerPoint, Asset Managment, Murex, Oberon, PnL, Dodd-Frank, Markitwire, Interest Rate Swaps, Total Return Swaps, cap/floors, Swaptions, Credit Derivatives, FX Options, Reuters 3000, Fixed Income, Commodity Markets, Bond Markets, Pricing Analysis, Toastmasters
Education
Marist College 2003 — 2007
BS, Finance, Marketing
Marist College 2003 — 2007
B.S. Degree, Business Administration; Finance and Marketing; Finance
SS&C Fund Services December 2009 - Present
SS&C GlobeOp December 2009 - Present
International Fund Services April 2007 - May 2009
Beau Dietl & Company January 2007 - April 2007
Manhattan Contracting Corp August 2005 - November 2006
Education
Bernard M. Baruch College
Bachelor of Science Degree, Accounting
Kingsborough Community College
Associates Degrees, Accounting