Investment Management
Investment management is the professional asset management of various securities and other assets in order to meet specified investment goals for the benefit of the investors. Investors may be institutions or private investors.
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Investment Management Employees
Investment Management September 2011 - Present
Lombard Odier Investment Managers February 2009 - September 2011
Batterymarch Financial Management March 2002 - January 2009
Microsoft January 2000 - June 2000
Eaton Vance January 1999 - June 1999
Skills
Emerging Markets, EMEA, LATAM, Frontier Markets, Investment Management, Investment Analysis, Financial Analysis, Financial Modeling, Fundamental Analysis, Process-based Investment, Quantitative Investing, Technical Analysis, Asia, Risk Management, Client Communication, Hedging, Options, Long/Short Equity, Russian
Education
Northeastern University 1996 — 2001
Bachelor's Degree, Finance, Political Science
Investment Management June 2014 - Present
Gargoyle Group October 2010 - June 2014
Dearborn Capital Partners, LLC June 2008 - October 2010
Life Product Clearing , LLC September 2006 - May 2008
Globe Tax Services, Inc July 2005 - September 2006
Hazan Capital May 2004 - August 2004
Skills
PowerPoint, CRM, Microsoft Excel, RFP, Adobe Creative Suite, Designing Marketing..., Salesforce.com, Superior Client Service, InDesign, Microsoft Publisher, Web Content Management, Microsoft Dynamics, Joomla, SalesLogix CRM, Project Management, Advent
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Marketing, Management
Brandeis University 2001 — 2005
Bachelor of Arts, Economics
ModernIR LLC 2014 - Present
Investment Management 2011 - 2014
Mellon Capital Management 2008 - 2011
Collins & Company LLC 2005 - 2007
McMorgan and Company 2003 - 2005
Banc of America Securities Investment Bank LLC 2000 - 2003
PIMCO 1998 - 2000
Skills
Equities, Hedge Funds, Asset Allocation, Portfolio Management, Investment Strategies, Investments, Securities, Alternative Investments, Macroeconomics, ETFs, Valuation, Fundamental Analysis, Mutual Funds, Performance Attribution, Economics, Bloomberg, Financial Risk, Microsoft Excel, Barra Aegis, Relationship Management, Marketing, Capital Markets Analysis, Client Presentation, Asset Management, Investment Management
Education
CAIA 2015 — 2015
Level 2 Candidate
CFA Institute
University of Arizona 1994 — 1997
Bachelor of Science, Finance
Investment Management August 2015 - Present
Telecom Media & Technology January 2001 - July 2015
Tata Steel October 1997 - July 1999
Skills
Program Management, Strategy, Leadership, Business Development, Strategic Planning, Vendor Management
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA)
Project Management Institute (PMI) 2009 — 2018
PMP
The George Washington University
M.S.
Birla Institute of Technology
B.E.
Loyola School Jamshedpur
ISCE
Carbon Recall, LLC September 2014 - Present
CSRS June 2012 - Present
Investment Management August 2009 - June 2012
USA August 1978 - October 2009
Skills
Asset Managment, Investments, Portfolio Management, Equities, Alternative Investments, Trading, Asset Allocation, Financial Markets, Technical Analysis, Trading Strategies, Investment Management, Certified Residential..., Regenerative Sailing, Sailing Crew
Education
University of Maryland College Park 1974 — 1978
BS, Business Administration and Marketing
Investment Management December 2005 - Present
Skills
Stock Market Investments, Author and owner of..., Investments, Equities, Internal Controls, Portfolio Management, Microsoft Word, Valuation, Corporate Finance, Hedge Funds, Asset Managment, Auditing, Microsoft Office, Due Diligence, Strategic Planning, Financial Analysis, Financial Accounting, Microsoft Excel, Financial Reporting, Accounting, Financial Modeling, Budgets, Private Equity, Strategic Financial..., Asset Management, Managerial Finance, Finance, Risk Management, Financial Planning, Tax, Cash Management, Banking
Education
University of Notre Dame 1968 — 1968
BBA, Accounting, Intensive education in Accounting, Auditing, Financial Analysis, Business Law with help of Beckers., Passed CPA exam & gained a CPA license -Status:Inactive / Retired.
Investment Management March 2007 - Present
HSBC December 2005 - March 2007
Chicago Autosports January 2003 - September 2005
Crowe Horwath April 2002 - January 2003
NaviSite July 1999 - April 2002
Morningstar June 1998 - May 1999
Skills
Strategic Planning, CRM, Process Improvement, Account Management, Marketing, Management, Sales, Marketing Strategy, Customer Service, Financial Services, Product Marketing, Asset Management, Business Relationship..., Vendor Management, Local Marketing, Customer Relations, Financial Advice
Education
Northwestern University 1995 — 1999
BA, Economics
Southfield-Lathrup 1991 — 1995
High School Diploma
Our Shepherd Lutheran 1983 — 1991
Investment Management August 2015 - Present
Premier Research Labs May 2012 - August 2015
Premier Research Labs November 2011 - May 2012
Premier Research Labs October 2010 - November 2011
Skills
Project Management, Purchasing, Global Sourcing, Process Improvement, Strategic Sourcing, Inventory Management, ERP Selection, ERP Software, ERP Modules, Software Evaluations, Sourcing, Materials Management, Leadership, Process Manufacturing, User Requirements, Training, Strategic Planning, Nutraceuticals, cGMP manufacturing, FDA GMP, Application Support..., Business Analysis
Education
Oklahoma State University
BS, International Business
Curian Capital LLC November 2009 - Present
CFA Level III Candidate in CFA Institute Program January 2007 - Present
Edward Jones January 2009 - December 2010
Investment Management January 2007 - January 2009
DLJ January 1999 - December 2006
Donaldson, Lufkin & Jenrette January 1999 - January 2006
E*TRADE Financial 2006 - 2006
Credit Suisse 2001 - 2003
Credit Suisse 2001 - 2003
Morgan Stanley January 1997 - January 1999
Skills
Mutual Funds, Investments, Series 7, Securities, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Equities, Series 63, Fixed Income, Finance, Financial Advisory, Asset Allocation, Investment Management, Capital Markets, Wealth Management, FINRA, Management, Retirement Planning, Strategy, Options, Due Diligence, 401k, Investment Advisory, Sales, Financial Analysis, Investment Strategies, Insurance, Risk Management, Hedge Funds, Retirement, CRM, Financial Planning, Executive Management, Financial Modeling, Series 6, Bloomberg, Financial Markets, Fixed Annuities, Trading, ETFs, Relationship Management, Valuation, Marketing, Credit
Education
University of Colorado Boulder 1992 — 1995
B.S., Business Administration
University of Colorado Boulder 1992 — 1995
B.S, Business Administration
CFA Institute
FINRA
NYSSA
Investment Management January 2013 - Present
G-Rides Private Transportation, Inc. September 2014 - Present
PrivCo June 2014 - September 2014
Value Investment Professionals, LLC March 2014 - May 2014
JPMorgan Chase July 2010 - October 2012
Dimension Trading Group, LLC April 2009 - September 2009
Genesis Investment Trading, LLC August 2008 - April 2009
Merrill Lynch September 2007 - December 2007
Field Home May 2006 - September 2006
Joe Benbasset, Inc. June 2004 - September 2004
Skills
Equities, Fixed Income, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Series 63, Investments, Portfolio Management, Economics, Microsoft Excel, Technical Analysis, Bloomberg Terminal, Bloomberg, Capital Markets, Investor Relations, Credit Analysis, Risk Management, Corporate Finance, Statistical Modeling, Equity Trading, Wealth Management, Alternative Investments, Finance, Asset Allocation, Excel, Customer Relations, Mutual Funds, Trading, Financial Risk, Mergers, Securities, Retirement Planning, Asset Management, Derivatives, Investment Strategies, Options, Investment Advisory, Financial Services, Financial Advisory, Equity Research, Financial Markets, Hedge Funds, LBO, Banking, Credit, Private Equity, Trading Strategies, Options Strategies, Index Options
Education
CFA Institute
Investment Banking Institute
Pace University - Lubin School of Business
BBA
Investment Management January 1995 - Present
Bank of America June 1984 - January 1995
First bank Minneapolis 1982 - 1984
First bank Minneapolis 1982 - 1984
First bank Minneapolis 1982 - 1984
First bank Minneapolis 1982 - 1984
Skills
Asset Managment, Investments, Portfolio Management, Due Diligence, Equities, Private Equity, New Business Development, Real Estate, Investment Properties, Financial Analysis, Wealth Management, Mutual Funds, Finance, Strategic Planning, Sales, Small Business, Negotiation, Marketing
Education
University of Notre Dame 1980 — 1980
University of Wisconsin-Whitewater 1976 — 1977
MBA, Masters in Business Administration, Finance
University of Wisconsin-Green Bay 1972 — 1976
Bachelors, Business Administration and Economics
Green Bay East High School 1969 — 1972
High Schook Diploma
St Phillips, Green Bay Wisconsin
Investment Management 2004 - Present
Security Dynamics, LLC 2013 - Present
YA Corn Oil Systems, LLC 2009 - Present
Mountain Hawk Energy, LLC 2009 - Present
Viumbe, LLC 2009 - Present
NutriMix Laboratories 2009 - 2013
iPhotonix, LLC April 2010 - 2012
Sustainable Products Company, LLC 2009 - 2011
Westport Energy, LLC 2009 - July 2010
Kirkpatrick Lockhart Preston Gates LLP July 1997 - April 2004
Skills
Alternative Investments, Mergers & Acquisitions, Hedge Funds, Mergers, Venture Capital, Investments, Asset Management, Private Equity, Equities, Portfolio Management, Corporate Law, Investor Relations, Securities, Investment Banking, Due Diligence, Capital Markets, Structured Finance, Private Placements, Financial Modeling, Fixed Income, Financial Structuring, Emerging Markets, Valuation, Finance, Corporate Development, Corporate Finance, Corporate Governance, Investment Management, Mutual Funds, Project Finance, Business Development, Derivatives, Divestitures, IPO, Investment Strategies
Education
University of Florida - Fredric G. Levin College of Law 1992 — 1995
JD, Law
University of Florida - Warrington College of Business Administration 1985 — 1989
BS, Finance
Investment Management 2015 - Present
CI Investments Inc. 2012 - 2014
Citadel LLC 2011 - 2012
Fidelity Investments 2008 - 2011
Thomas Weisel Partners January 2003 - December 2007
Skills
Equity Research, Equities, Equity Valuation, Hedge Funds, Portfolio Management, Competitive Analysis, Valuation, Industry Analysis, Asset Management, Investments, Alternative Investments, Bloomberg, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Mutual Funds, Fundamental Analysis, Business Strategy, Strategy, Financial Analysis, Financial Strategy, Financial Statements
Education
Harvard Business School
General Management, Finance
Indian Institute of Technology
Bachelor of Technology, Engineering
The Hong Kong University of Science and Technology
Investment Management December 2012 - Present
C2FO October 2011 - December 2012
Genworth Financial January 2006 - October 2011
CitiStreet February 2003 - January 2006
Emplanet Retirement Services May 2000 - December 2002
Skills
Business Development, Series 63, Leadership, Mutual Funds, Financial Services, Retirement, Sales, Portfolio Management, Fixed Annuities, Asset Management, Series 7, Sales Management, Defined Contribution, Strategic Planning
Education
University of Massachusetts, Amherst
BA, Economics
Investment Management October 2014 - Present
Euro Pacific Capital December 2009 - July 2014
Amiee Lynn July 2008 - December 2009
JPMorgan Chase October 2007 - July 2008
Skills
Bloomberg, Series 6, Series 63, Infusionsoft, CRM, Microsoft Office, Microsoft Excel, Adobe Acrobat, Photoshop, Photography, Illustrator, Marketing, PowerPoint, Analysis, Customer Service, Finance
Education
Fairfield University
Bachelor's degree
Investment Management August 2011 - Present
Discover Financial Services January 2008 - July 2011
Discover Financial Services August 2000 - December 2007
Discover Financial Services June 1999 - July 2000
Bank of America November 1997 - October 1998
Bank of America March 1996 - October 1997
American Express 1991 - 1992
Skills
Customer Acquisition, Customer Retention, Direct Marketing, Strategy Definition, Value Proposition..., Product Development and..., P&L Management, Branding and..., Customer Experience..., Pricing, Predictive Analytics, Analytics, Strategy, Leadership
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Marketing and Finance
University of Rochester 1979 — 1983
Bachelor of Arts (BA), Economics
Brandes Investment Partners November 2014 - Present
Brandes Investment Partners February 2014 - November 2014
Investment Management April 2013 - February 2014
Allianz Global Investors January 2008 - April 2013
Raymond James Asset Management Services April 2007 - January 2008
Eagle Asset Management May 2003 - April 2007
Eagle Asset Management March 2000 - June 2003
Eagle Asset Management June 1998 - March 2000
Raymond James Financial Inc. June 1997 - August 1997
Prudential Securities May 1994 - August 1996
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Marketing, Leadership, Asset Allocation, Investment Management, Management, Analysis, Series 7, Equities, Financial Services, CRM, Asset Managment, Fixed Income, Relationship Management, Series 63, Series 65
Education
University of Florida - Warrington College Of Business 1996 — 1998
MBA, Security Analysis, Finance
University of Florida 1987 — 1991
BSBA, Finance
Archbishop Curley-Notre Dame 1983 — 1987
Investment Management February 2015 - Present
Voya Investment Management December 2013 - February 2015
ING Funds July 2012 - December 2013
ING Funds June 2010 - July 2012
Skills
Series 7, Series 63, Mutual Funds, FINRA, Asset Management, Securities, Financial Services, Investment Management, Bloomberg, Due Diligence, Finance, Financial Analysis
Education
Arizona State University 2006 — 2010
Bachelors, Business, Communications
Investment Management March 2014 - Present
State of New Mexico May 2013 - March 2014
State of New Mexico April 2009 - July 2012
State of New Mexico July 2007 - April 2009
State of New Mexico March 2005 - April 2007
State of New Mexico March 2005 - April 2007
Tucson Unified School District 2001 - 2003
Skills
PeopleSoft, Project Management, Network Administration, Human Resources, Vendor Management, Financials, VMware, Red Hat Linux, JBoss EAP, Jaspersoft, Networking, System Administration, Management, Training
Education
University of Texas 1997 — 2000
Business Administration, Computer Information Systems
University of Phoenix
Bachelor of Science (BS), Information Technology
Brooks Rehabilitation April 2014 - Present
Brooks Rehabilitation July 2013 - April 2014
Brooks Rehabilitation July 2010 - July 2013
Investment Management November 2009 - July 2010
Merrill Lynch April 2007 - November 2009
Skills
Financial Analysis, Series 7, Insurance, Retirement Planning, Strategic Financial..., Sales, Wealth Management, Investments, Strategic Planning, Financial Modeling, Marketing, Portfolio Management, Microsoft Excel, Customer Service, Asset Allocation, Budgets, Leadership, Business Development, Forecasting, Financial Planning
Education
Florida State University 2003 — 2007
B.S., Applied Economics & Finance
Apax Partners July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - July 2012
Investment Management June 2010 - August 2010
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Investments, Due Diligence, Mergers & Acquisitions, Investment Management
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Finance, General
University of Pennsylvania - The Wharton School 2008 — 2012
BS, Finance
Dawson College
ROYAL WEST
Jacobsen, A Textron Company May 2013 - Present
Jacobsen, A Textron Company March 2010 - May 2012
Jacobsen, A Textron Company June 2001 - March 2010
Investment Management November 1997 - December 1998
United States Air Force August 1992 - October 1997
Skills
Manufacturing, Root Cause Analysis, Engineering, Design for Manufacturing, Testing, Lean Manufacturing, Manufacturing..., Continuous Improvement, FMEA, DMAIC, Welding, Systems Engineering, GD&T, SPC, Solidworks, Precision Tooling, Machining, Machine Vision, American Welding..., Computer Graphics, AutoCAD Mechanical, Fluid Mechanics, Microsoft Office, Process Improvement, Process Engineering, CMM, Faro Arm, Metal Fabrication, Commodity, Kaizen, Value Stream Mapping, AutoCAD, Graphic Design, Cross-functional Team...
Education
University of South Carolina-Columbia 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Mechanical and Graphical Engineering
Winthrop University 1996 — 2000
BA, Business/International Economics
Principal South Properties, LLC September 2013 - Present
Worthmore Capital March 2013 - Present
Jefferson Parish March 2011 - Present
The Shaw Group July 2006 - February 2007
Internal Financial Reporting July 2006 - February 2007
Investment Management August 2005 - July 2006
PricewaterhouseCoopers, LLP January 2005 - July 2006
Capital Markets January 2005 - July 2005
Massengale Investments August 2003 - October 2004
Education
Tulane University 1999 — 2003
Bachelor of Science, Management; Accounting and Marketing
Investment Management June 2008 - Present
Blue Point Investment Management, LLC February 2009 - August 2009
CompDoctor December 2006 - November 2007
Education
Towson University 2007 — 2009
Business Administration, Finance
Milken Institute January 2015 - Present
Milken Institute January 2013 - January 2015
Milken Institute March 2012 - January 2013
Avnet Technology Solutions 2011 - 2012
Not Impossible Foundation 2010 - 2012
Apple 2010 - 2011
Investment Management January 2009 - January 2010
ActionLink 2004 - 2009
Magnolia Audio Video 2003 - 2009
Skills
Marketing Strategy, Valuation, Bloomberg Terminal, Capital Markets
Education
University of California, Los Angeles 2007 — 2010
Business Economics
N/A
Investment Management June 2006 - Present
Ritchie Commercial June 2005 - June 2006
Bank Of America March 1998 - June 2006
Equity Office Properties August 2000 - June 2005
Education
University of Phoenix 2004 — 2007
Marketing
UCI Center for Investment & Wealth Management September 2015 - Present
City National Bank June 2015 - Present
Arthritis National Research Foundation July 2009 - Present
Consulting Services October 2012 - March 2015
CASA July 2012 - May 2013
Investment Management April 2010 - October 2012
Morgan Stanley May 2009 - March 2010
Credit Suisse May 2001 - February 2009
PIMCO August 2000 - May 2001
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
M.A., International Business
Investment Management October 2014 - Present
Skills
Software Development, Network Security, Unix Shell Scripting, Applied Mathematics, Multithreading, .NET, Oracle, Visual Basic, Design Patterns, Portfolio Management, HTML, Microsoft SQL Server, Quantitative Finance, Trading Systems, Risk Management, XML, Perl, Project Management, SQL, Database Administration, C#, Linux, Investments, Unix, Disaster Recovery, Actuarial Science, C++, Trading, Asset Managment, Accounting System, Operating Systems, Solaris, Object Oriented Design, Python, Web Services, Software Design, Asset Management, Shell Scripting
Education
Donetsk Institute of Physics and Technology of Ukrainian Academy of Sciences 1989 — 1992
A.B.D., Theoretical Physics
Donec'kij Nacional'nij Tehnicnij Universitet
Amici Capital July 2015 - Present
Investment Management September 2013 - December 2014
Capstone Equity Partners / Yoforia May 2010 - June 2013
POS Nation March 2009 - May 2010
Farallon Capital Management / Noonday Asset Management April 2005 - March 2009
Wachovia Securities, Healthcare Investment Banking December 2003 - March 2005
State Street Global Markets May 2003 - December 2003
Skills
Financial Modeling, Investments, Mergers & Acquisitions, Finance, Equities, Valuation, Investment Banking, Portfolio Management, Financial Analysis, Due Diligence, Private Equity, Entrepreneurship, Management, Corporate Finance, Investment Management, Hedge Funds, Capital Markets, Strategy, Asset Management
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2003
MSF, Finance
University of Alabama 1999 — 2002
Bachelor's degree, Accounting
Kingstone Capital Partners January 2014 - Present
San Dieguito Boys and Girls Club SpringBoard June 2009 - Present
Miracle League of San Diego 2009 - Present
Investment Management July 2012 - December 2013
Morgan Stanley Smith Barney June 2007 - July 2012
North Fork Bank/GreenPoint Mortgage July 2005 - May 2007
Advantage Bank/Sun National January 2003 - July 2005
Skills
Portfolio Management, Investment Strategies, Alternative Investments, Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Manager Selection, Retirement Planning, Investment Management, High Net Worth..., Equities, Asset Allocation, Investment Advisory, Investments, Asset Management, Mutual Funds, Wealth Management, Strategic Financial..., Financial Advisory, Securities, Hedge Funds, Series 7, Mergers & Acquisitions, Wealth Management..., Business Development, Series 63, Fixed Income, Finance, Retirement, Estate Planning
Education
North Dakota State University 1997 — 2001
Bachelor of Science (B.S.), Political Science and Government
Investment Management November 2004 - Present
Raymond James November 1999 - November 2004
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investment Management, Investment Strategies, Equities, Hedge Funds, Asset Managment, Series 7, Investment Advisory, Equity Research, Bloomberg, Investments, Mutual Funds, Securities, Wealth Management, Series 63, Capital Markets, Alternative Investments, Asset Management, Equity Valuation
Education
The University of Chicago - Booth School of Business 1984 — 1986
Master of Business Administration (MBA)
Rutgers University-New Brunswick 1978 — 1979
BA, Economics
Investment Management November 2007 - Present
Herbein + Company, Inc. 2004 - November 2007
Skills
Auditing, Investment Management, Financial Analysis
Education
Shippensburg University of Pennsylvania 2000 — 2004
BSBA, Accounting
Investment Management May 2015 - Present
The Wharton School July 2013 - May 2015
Luxor Capital December 2013 - January 2015
Aquiline Capital Partners November 2010 - May 2013
Barclays Capital July 2009 - November 2010
Lehman Brothers Holdings Inc. 2008 - 2008
The First Tee of New York June 2007 - August 2007
Weifang City Orphanage June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Management, Palmer Scholar (Top 5%)
Brown University 2005 — 2009
Bachelor of Arts, International Relations - Political Economy and Development
Adamis Pharmaceuticals Corporation July 2013 - Present
MZ Group December 2009 - July 2012
Investment Management April 2004 - December 2009
Hermes Advisors June 1996 - April 2004
Alex. Brown & Sons July 1995 - May 1996
Skills
Hedge Funds, Investor Relations, Real Estate, Equity Capital Markets, Equity Trading, Operations Management, Equity Research, Investments, Emerging Markets, Private Equity, Capital Markets
Education
University of California, Santa Barbara
BA, Psychology
Investment Management March 2013 - Present
Deutsche Bank Securities July 2007 - March 2013
Education
Georgetown University - The McDonough School of Business 2003 — 2007
BS, Finance; International Business
Delbarton School 2000 — 2003
BNY Mellon December 2013 - Present
Investment Management October 2013 - November 2013
Beacon Hill Fund Services February 2008 - October 2012
Nationwide Financial 2005 - 2007
Integrated Fund Services, Inc. 2000 - 2005
Nationwide Advisory Services 1998 - 2000
Winsbury/BISYS 1987 - 1998
Skills
Mutual Funds, Derivatives, Series 7, Fund Administration, Financial Services, Hedge Funds, Asset Management, Investments, Wealth Management, Asset Managment, Securities, Fund Of Funds, Alternative Investments, Strategic Financial..., Equities, Investment Management, Strategy, Banking, Fixed Income
Education
Xavier University 1986 — 1989
MBA, Finance
Capital University 1980 — 1984
BA, Business/History
Investment Management July 1981 - Present
Skills
C++, C, Software Engineering, Java, Software Development, C#, Embedded Systems, Visual Studio, XML, Eclipse, Perl, Object Oriented Design, Linux, Software Design, Programming, .NET, Python, JavaScript
Education
BITS Pilani 1976 — 1981
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Jewish Federation of Greater MetroWest NJ September 2014 - Present
Investment Management September 2013 - Present
Aon Hewitt 1992 - 2013
Buck Consultants 1989 - 1992
Skills
Pensions, Investments, Defined Contribution, ERISA, Retirement, 401k, Equities, Risk Management, Pension Funds, Asset Allocation, Valuation, Defined Benefit, Investment Strategies, Investment Management, Retirement Planning, Mutual Funds, Management, 403 b, Investment Policy..., Investment Research, Fiduciary Services, New Business Development, Vendor Management, Investment Portfolio..., Investment Advisory, Registered Investment..., Mergers & Acquisitions, Retirement Plan...
Education
State University of New York at Albany
Bachelor of Science, Mathematics
Investment Management August 2006 - Present
AT&T October 1981 - June 2001
Skills
Administrative..., Outlook, Heavy Calendaring, Calendaring, Concur, Microsoft Excel, Travel Arrangements, Expense Reports, Executive Level...
Education
Atlanta Metropolitan College
Investment Management June 1985 - Present
Norwood Public Schools September 1967 - September 1987
Education
Bridgewater State College 1967 — 1969
Ms, Geology
University of Massachusetts Boston 1963 — 1967
BS Education, Science, Ms Geology
Investment Management 2004 - Present
Merrill Lynch 2000 - 2004
Skills
Investment Banking, Investments, Investment Advisory, Investment Strategies, Alternative Investments
Education
New York University 1996 — 2000
Bachelor of Business Administration (B.B.A.)