International Fund Services Ltd, A State Street Company
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International Fund Services Ltd, A State Street Company Employees
Hello! Home Care January 2011 - Present
Barclays Capital 2006 - 2010
BNP Paribas 2004 - 2006
International Fund Services Ltd, A State Street Company 2003 - 2004
Goldman Sachs 2002 - 2003
Skills
Healthcare, Home Care
Education
University of Colorado at Boulder 1997 — 2001
BBA, Finance, Business Management
The Gunnery School 1993 — 1997
E2W Limited August 2008 - November 2014
International Fund Services Ltd, A State Street Company July 2002 - November 2004
Gen Re Securities April 2001 - May 2002
JPMorgan Chase July 1998 - April 2001
Societe Generale February 1998 - July 1998
Union Bank of Switzerland January 1997 - February 1998
JPMorgan Chase June 1995 - January 1997
Skills
Derivatives, Equities, Fixed Income, Marketing, Capital Markets, Hedge Funds, Bloomberg, Contract Negotiation, Portfolio Management, Risk Management, Strategic Planning, Financial Analysis, Negotiation, Financial Modeling, Investments, Salesforce.com, Business Development, Sales&Marketing, Competitive Analysis, Financial Services
Education
Rutgers University-New Brunswick 1991 — 1995
BA, Economics and Psychology
Rutgers University-New Brunswick 1991 — 1995
Bachelor's degree, Economics
International Fund Services Ltd, A State Street Company July 2015 - Present
International Fund Services Ltd, A State Street Company September 2011 - July 2015
International Fund Services Ltd, A State Street Company June 2008 - September 2011
International Fund Services Ltd, A State Street Company July 2007 - June 2008
Investors Bank & Trust May 2007 - July 2007
Investors Bank & Trust July 2006 - May 2007
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Equities, Fund Administration, Alternative Investments, Securities, Derivatives, Financial Services, Investments, Fund Of Funds, Financial Analysis, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Investments
Bridgewater State University 2003 — 2006
BS, Accounting & Finance
Morgan Stanley October 2014 - Present
International Fund Services Ltd, A State Street Company April 2011 - October 2014
State Street Corporation May 2007 - April 2011
Skills
Bloomberg, Valuation, Fixed Income, Team Leadership, Hedge Funds, Derivatives, Account Reconciliation, Finance, Mutual Funds
Education
The College of New Jersey 2002 — 2006
Bachelors, Finance
International Fund Services (NA) LLC, A State Street Company November 2014 - Present
Assured Guaranty April 2012 - October 2014
International Fund Services Ltd, A State Street Company September 2009 - April 2012
Bloomberg June 2007 - September 2009
New York State Insurance Department May 2004 - January 2005
Skills
Bloomberg, Derivatives, Valuation, Interest Rate Swaps, Foreign Languages
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Master, Quantitative finance
New Jersey Institute of Technology 2002 — 2006
Bachelor, Mathematics of Finance/Actuarial Science
International Fund Services Ltd, A State Street Company October 2010 - Present
BNY Mellon January 2006 - July 2010
Lazard Asset May 2005 - January 2006
Skills
Accounting, Asset Management, Equities, Financial Reporting, Hedge Funds, Investments, Financial Services, Account Reconciliation, Auditing, Internal Controls, Mutual Funds, FX Options, Bloomberg
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
B.S., Marketing
International Fund Services Ltd, A State Street Company October 2010 - Present
International Fund Services Ltd, A State Street Company August 2008 - October 2010
State Street Alternative Investment Solutions March 2007 - August 2008
Perpetual Limited October 2006 - January 2007
State Street Canada September 2005 - June 2006
State Street Canada October 2004 - August 2005
Digital Mobile January 2003 - September 2004
Skills
Settlement, Financial Analysis, Hedge Funds, Financial Reporting, Accounting, Fund Accounting, Bloomberg, Financial Modeling, Equities, Investments, Valuation, Asset Managment, Microsoft Excel, Financial Services, Portfolio Management, Fund Administration, Alternative Investments, Risk Management, Securities, Mutual Funds, Fund Of Funds, Asset Management, Derivatives, Fixed Income, Private Equity, Financial Statements, Due Diligence, Client Services
Education
Certified Management Accountant 2011 — 2013
CMA, Accounting
Ryerson University 1997 — 2002
BComm, Business