Ipreo Company
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Ipreo Employees
Lookout September 2014 - Present
Huddle February 2014 - August 2014
Huddle August 2013 - February 2014
Zynga June 2012 - August 2012
Ipreo July 2008 - June 2011
Ipreo July 2007 - June 2008
Ipreo July 2006 - June 2007
Skills
Product Management, SQL, Data Analysis, Mobile Games, Mobile Applications, Enterprise Technology..., Analytics, Entrepreneurship, Mobile Devices, Valuation, Capital Markets, Sales, Public Speaking, HTML, Management, Product Marketing, Financial Modeling, Enterprise Software, Technology, Competitive Analysis, Analysis, Leadership
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Technology
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2012
MBA Exchange
Vassar College 2002 — 2006
BA, Economics
Axial September 2015 - Present
Ipreo July 2014 - Present
Patch.com June 2013 - August 2013
Choice Energy, LLC July 2012 - August 2012
Foundation for Diabetes Research January 2006 - January 2012
K.W. Rastall Oil Company June 2010 - August 2010
Morristown Memorial Hospital January 2008 - January 2010
Skills
Fundraising, Project Planning, Energy, Logistics, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Customer Service, Data Entry, Public Speaking, Access, Outlook, Event Planning, Data Analysis, Critical Thinking, Quantitative Research, Facebook, Leadership, Candy, Xbox 360, Jewish History, International Relations
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts, Business, Organization, and Society
Franklin & Marshall College 2010 — 2014
Bachelor of Arts, Business, Organizations, and Society
Rising Realty Partners October 2014 - March 2015
CBRE Global Investors June 2014 - September 2014
DiNapoli Capital Partners April 2014 - June 2014
Chatham Bay Group May 2013 - August 2013
Sanford C. Bernstein June 2011 - May 2013
Ipreo June 2009 - May 2011
Dandrew Capital Partners June 2008 - January 2009
Merrill Lynch June 2007 - September 2007
Skills
Bloomberg, Fixed Income, Financial Markets, Equities, Securities, Real Estate, Real Estate Transactions, Financial Analysis, Financial Reporting, Financial Modeling, Business Analysis, Business Strategy, Capital Markets, Mergers & Acquisitions, Due Diligence
Education
UCLA Anderson School of Management 2013 — 2015
Fordham University 2005 — 2009
Bachelor of Science, Finance
Bank of America Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch August 2012 - September 2013
MZ Group April 2011 - February 2012
Ipreo October 2007 - March 2010
Ipreo March 2006 - October 2007
Richard Connor Riley & Assoc May 2005 - March 2006
Port Ministries January 2002 - August 2002
Richard Connor Riley & Assoc. December 1999 - January 2002
Studio Productions, Inc. May 1998 - December 1998
Delta Airlines August 1997 - January 1998
Skills
Customer Relations, Customer Service, Investor Relations, Customer Loyalty, Customer Retention, CRM software, Staff Training, Client Services, Product Development, Inside Sales, Sales Process, Sales Support, Corporate Finance, Corporate Communications, Research, Market Research, Qualitative Research, Internet Research, Land Acquisition, Real Estate Negotiation, Zoning, Program Management, Staff Management, Staff Supervision, Account Management, Management, CRM, Online Research, Financial Services, Leadership, Sales Operations, Real Estate Transactions, Product Management, Analysis, Financial Analysis, Mergers & Acquisitions
Education
Franciscan University of Steubenville 2002 — 2005
BA, Communications
Franciscan University of Gaming, Gaming, Austria 2003 — 2003
Study Abroad Program
Ipreo September 2015 - Present
North Carolina State Ethics Commission February 2015 - September 2015
Safran Law Offices August 2013 - February 2015
The North Carolina State Bar March 2006 - August 2013
Lanier Law Group June 2003 - March 2006
Skills
Legislative Policy, Legislative Research, Government Ethics, Writing, Ethical Decision Making, Data Entry, Client Intake, Legal Research, Legal Writing, Legal Ethics, Trials, Phone Screening, Editing, Pleadings, Lexis, Depositions, Westlaw, Litigation, PACER, Civil Litigation, Personal Injury, Document Review, Legal Documents, Document Drafting, Legal Assistance, Proofreading, Notary Public, Construction Law, Litigation Management, Hearings, Filing, Communication, LexisNexis
Education
North Carolina State University 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Florence-Darlington Technical College 2001 — 2003
Associate's degree, Paralegal Studies
AICPA October 2015 - Present
AICPA April 2014 - Present
Ipreo September 2013 - April 2014
BB&T December 2012 - September 2013
Cisco Systems 2012 - December 2012
Cenduit April 2011 - September 2012
RegEd February 2007 - December 2010
RegEd February 2007 - December 2010
Environmental Resource Center 2005 - 2006
PRESENT e-Learning Systems 2002 - 2005
Skills
Agile Methodologies, SDLC, Requirements Analysis, Business Analysis, Visio, Project Management, Process Improvement, Software Project..., Microsoft SQL Server, Program Management, SQL, Quality Assurance, Product Management, Team Leadership, Scrum, SharePoint, Software Development, Databases, Management, Integration, Business Intelligence, MS Project, Software Documentation, Database Design, Change Management, MySQL, Business Development, Business Process, Enterprise Software, Strategic Planning, Crystal Reports, Oracle, Software Design, Project Planning, SaaS, Requirements Gathering, Cross-functional Team..., Business Process..., Information Security, PMP, Testing, Software Implementation, PMO, User Acceptance Testing, Product Lifecycle..., Data Analysis, SOA, Business Requirements, Vendor Management, Security
Education
Nova Southeastern University 2003 — 2010
MS, Information Security
Florida Atlantic University 2000 — 2002
BBA, Management of Information Systems
Palm Beach Community College 1999 — 2001
AS, Computer Programming
Spanish River High School 1992 — 1996
GE, General education
Fiserv June 2013 - Present
Ipreo March 2011 - Present
Ipreo March 2009 - March 2011
Ipreo December 2007 - March 2009
Samsung Electronics November 2004 - November 2007
City of New York June 2004 - September 2004
Skills
Manage Client..., Product Development, Product Management, Demonstration Skills, Project Team Management, SQL, Object Oriented Design, Software Development..., Software Quality..., Experienced Business..., CRM, SaaS, Business Intelligence, SDLC, Technical Product...
Education
Colby College 2000 — 2004
Bachelor of Arts (B.A.), Computer Science
Ipreo March 2011 - Present
Ipreo September 2009 - March 2011
Skills
Excel, Microsoft Access, Adobe Acrobat, Adobe Photo Shop, Spanish-speaking, Microsoft Office, Microsoft Word, Criminal Law, Criminal Justice, Criminology, Mac OS, Staff Supervision, Supervisory Skills, Product Analysis
Education
City University of New York-John Jay College of Criminal Justice 2004 — 2009
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Monsignor McClancy Memorial High School 2000 — 2004
High School
Mati Energy November 2014 - Present
Ipreo September 2013 - November 2014
Asset Strategy Consultants May 2012 - September 2012
Diversified Information Technologies June 2011 - August 2011
Skills
Finance, Financial Modeling, Microsoft Excel, Microsoft Office, Microfinance, Leadership, Corporate Communications
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelors of Finance, Finance, Economics, Chinese
Wyoming Seminary College Prep 2007 — 2009
Ipreo August 2013 - Present
Urban Ministries September 2012 - December 2012
Cantina South April 2011 - December 2011
Cantina 18 March 2010 - December 2010
Vivace April 2009 - August 2009
Carolina Country Club April 2007 - August 2007
A.E. Finley YMCA April 2006 - September 2006
Skills
Customer Service, Sales, Microsoft Office, Fundraising, Social Media, Event Planning, Nonprofits, Blogging, Social Networking, PowerPoint
Education
NC State University 2009 — 2012
BA, Anthropology
DePaul University 2008 — 2009
William G. Enloe High School 2004 — 2008
High School Diploma
Ipreo February 2015 - Present
Zouk Capital July 2013 - July 2013
Buried Hill Energy June 2013 - June 2013
Skills
International Relations, Foreign Policy, Policy Analysis, Social Media, Editing, Intercultural..., International..., Microsoft Office, PowerPoint, Qualitative Research, Microsoft Excel, Microsoft Word, Economics, Research, Foreign Affairs, Report Writing, International Economics, Public Speaking, Financial Modeling, Data Analysis, Investments, Event Planning, Analysis, Business Development
Education
University of Westminster 2012 — 2013
Master's degree, International Relations and Affairs
Elon University 2009 — 2012
Bachelor's degree, Political Science
Fordham Preparatory School 2003 — 2007
High School Diploma
American Express September 2015 - Present
American Express February 2013 - September 2015
American Express December 2010 - February 2013
American Express June 2009 - December 2010
American Express January 2008 - June 2009
Ipreo June 2007 - December 2007
Skills
Analytics, Financial Modeling, Financial Analysis, Product Management, Competitive Analysis, Pricing, Relationship Management, Segmentation, Market Research, Data Analysis, Cross-functional Team..., Business Strategy, Forecasting, Valuation, Credit Cards, Strategy, Finance, Management, Analysis
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Emory University 2003 — 2007
BA, Financial Economics
Ipreo July 2013 - Present
Manpower/IBM June 2007 - December 2012
Manpower/IBM June 2007 - April 2008
Thornhill Inc Property Management Company January 2004 - June 2007
Skills
Process Improvement, Human Resources, Budgets, Recruiting, Employee Benefits, Payroll, PowerPoint, Management, Finance, Project Planning, Vendor Management, Performance Management, Employee Relations
Education
UNIVERSITY OF THE
Bachelor of Science, Accounting
Duke University - The Fuqua School of Business
Doran Jones Inc. July 2015 - Present
Ipreo August 2014 - July 2015
ThinkEco Inc. April 2014 - September 2014
Design Strategy Corporation February 2014 - September 2014
Gold Rush 1849 April 2013 - August 2013
NYC Department of Education October 2008 - December 2011
Skills
Technical Support, Troubleshooting, Information Technology, Leadership, Highly responsible, Access, Software Testing Life..., Networking, Help Desk Support, Quality Assurance, Security, IT Management, Computer Hardware, Software Development, Mobile Device Management, Time Management, Software Documentation, Sales, Customer Service, Automated Software..., Quick Thinker, Critical Thinking, Stress Testing, Functional Testing, Sanity Testing, Windows, Software Installation, Windows 7
Education
Per Scholas 2013 — 2014
CUNY New York City College of Technology 2002 — 2008
Bachelor of Technology (BTech), Computer Engineering Technology/Technician
Ipreo March 2014 - Present
Bessemer Trust April 2013 - March 2014
Cornell University June 2012 - December 2012
American Rights at Work August 2011 - December 2011
Skills
Research, Lead Generation, CRM, Capital IQ, DNB, Wealthmonitor, Wealth-X, Lexis
Education
Cornell University 2009 — 2013
Bachelor's degree, Industrial Labor Relations
Stuyvesant High School 2005 — 2009
Deloitte June 2013 - Present
Morgan Stanley June 2009 - June 2013
Ipreo June 2008 - December 2008
Antares Investment Partners June 2005 - August 2007
Skills
Data Analysis, Deferred Compensation, Human Resources, Microsoft Excel, PeopleSoft, Business Objects, Human Capital, Compensation..., Access, Executive Pay, Onboarding, Leadership, Compensation Planning, Compensation Structures, Change Management, PowerPoint, Database Management, Compensation Strategies, KYC, Anti Money Laundering, Personnel Management, Competitive Intelligence, Microsoft Word, Organizational..., Performance Analysis, Succession Planning, Equities, Talent Management, Adobe, Webi, Workday, Peopleclick, Business Analytics, Accruals, Forecasting, Data Modeling, Workforce Planning, Organizational Design, HRIS, Performance Management, Employee Benefits, AML, Bank Secrecy Act, Financial Reporting, Financial Regulation, Strategy, Management Consulting, Consulting, Analytics, Financial Services
Education
Cornell University 2006 — 2009
B.S, Industrial Labor Relations
NewVoiceMedia January 2015 - Present
NewVoiceMedia April 2014 - January 2015
Ipreo March 2014 - April 2014
Ipreo April 2012 - March 2014
Primus Power August 2011 - April 2012
Citi International Case Competition November 2011 - November 2011
Primus Power July 2011 - August 2011
Legacy Health Services June 2010 - September 2010
Pharmacy Management Group October 2009 - June 2010
Pollak Distributors June 2009 - September 2009
Skills
Business Development, Sales, CRM, Salesforce.com, Qualifying Prospects, SaaS, Relationship Management, New Business Development, Solution Selling, Cross Selling, Financial Modeling, Financial Analysis, Competitive Analysis, Excel, Strategy, Market Research, Quantitative Analysis, Microsoft Excel, DCF, Industry Research, PowerPoint, Corporate Finance, Bigdough, Bloomberg Terminal, Microsoft Word, Start-ups, Market Analysis, Technical Writing, Quantitative Research, Qualitative Research, FactSet, Morningstar, Thompson One, Client Development, Manage Client..., Social Media, Investor Relations, Strategic Consulting, Consulting, Economics, Digital Photography, Professional Networking, Smart Grid, Renewable Energy, Cleantech, Quantitative Analytics, Valuation, Grammar, Technology, Business Networking
Education
Brecksville-Broadview Heights High School 2004 — 2008
High School Diploma, 4.2
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Major: Finance; Minor: Economics
Columbus College of Art & Design 2012 — 2012
Continuing Education
Ipreo November 2014 - Present
OndeFicar.com December 2013 - Present
Wealth Access, Inc. December 2013 - Present
Jamplify February 2013 - Present
Shareholder InSite March 2009 - Present
Beacon Technologies 2007 - Present
Independence Trust Company January 2009 - February 2013
Mobular Technologies 2001 - 2013
FabSol LLC. December 2008 - December 2012
Interactive Advisory Software 2009 - September 2012
Skills
Valuation, Start-ups, Due Diligence, SaaS, Venture Capital, Entrepreneurship, Business Strategy, Analytics, Private Equity, Mergers, Corporate Development, Portfolio Management, Scenario Planning, Strategy, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1994
MBA, Finance and Entreprenuership
Denison University 1986 — 1990
BA, Spanish, Philosophy
Brown University April 2015 - Present
Self-employed actress June 2014 - Present
Ipreo June 2012 - June 2014
SIX Telekurs 2011 - February 2012
Independent Research September 2010 - July 2011
Colgate University September 2007 - May 2011
Waddell & Reed June 2010 - July 2010
Skills
Data Analysis, Economics, Research, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, SAS, IDS, MDE, Spanish, SEC, Public Speaking, Acting, Performance Art, Bloomberg, Factset, Investor Relations, Time Management, Financial Markets
Education
Colgate University 2007 — 2011
BA, Economics and Theater
Albuquerque Academy
MetLife May 2014 - Present
Ipreo August 2013 - May 2014
Gross, Mendelsohn & Associates, P.A. May 2008 - August 2013
Skills
Great Plains Software, Business Development, Requirements Gathering, Requirements Analysis, Communication Skills, Presentation Design, Leadership, ERP, Time Management, Microsoft CRM, Microsoft Dynamics, Software Development..., Proposal Writing, Sales, Business Process..., Management, Sales Process, Account Management, Training, Customer Service, SDLC, Strategic Planning, Analysis, CRM
Education
East Carolina University 2007 — 2008
MBA
East Carolina University 2003 — 2007
BSBA, Management --- Small Business Management & Entrepreneurship
Ipreo December 2014 - Present
NicePCGuy 2005 - Present
Paraclete Foundation 2005 - September 2014
Brookline Housing 2005 - September 2014
Harvard Clinical Research Institute November 1994 - September 2014
JPMorgan Chase 1988 - 1993
Skills
Active Directory, ITIL, Operating Systems, Crystal Reports, Office 2010, VPN, Laptops, Technical Support, Help Desk Support, Microsoft Exchange, Management, SharePoint, Hardware, Windows, Project Management, Security, Software Documentation, Troubleshooting, Computer Hardware, Databases, Disaster Recovery, Cisco Technologies, Microsoft Office
Education
Fairfield University 1982 — 1986
BA, Economics
Sio Capital Management LLC January 2014 - June 2015
Ipreo 2012 - 2013
TIAA-CREF 2010 - 2012
Fox Cable Networks 2009 - 2009
Skills
Portfolio Management, Investment Banking, Debt Restructuring
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
Fairfield University 2006 — 2010
Bachelor of Science, Finance
Ipreo January 2010 - Present
Ipreo July 2008 - December 2009
Marine Bank May 2007 - December 2007
Wee Real Estate Company, LLC 2006 - 2007
Skills
Investments, Capital Markets, Equities, Sales, Fixed Income
Education
Carmel High School
Franciscan University of Steubenville
BS, Business Administration
Celgene 2014 - Present
Billtrust 2013 - 2014
Integra LifeSciences 2008 - 2013
Lifecell Corporation 2005 - 2008
Ipreo 2002 - 2005
New York Life Insurance Company 2000 - 2002
Education
Columbia Business School
CIBE, Business Excellence
Rutgers University
MBA, Strategy & Entrepreneurship
Stevens Institute of Technology
MS, Information Systems
Unilever 2015 - Present
Unilever 2013 - 2015
Social Security Administration: Office of Disability Adjudication and Review December 2011 - 2013
University of St Andrews 2009 - 2010
Ipreo July 2008 - June 2009
Starkman & Associates 2007 - 2007
Skills
Research, Editing, Social Media, Qualitative Research, Public Speaking, International Relations, Data Analysis, PowerPoint, Public Relations, Microsoft Excel, Microsoft Office, Analysis, Leadership
Education
University of St. Andrews 2009 — 2010
Master's Degree, International Relations
College of the Holy Cross 2004 — 2008
BA, Political Science, History
Ipreo October 2013 - Present
Fordham University School of Law February 2012 - October 2013
Skills
Active Directory, Windows Server, Technical Support, Windows 7, Troubleshooting, VMware, Citrix, TCP/IP, Databases, HTML, Windows, OS X, XP, Help Desk Support, Microsoft Office, VNC, Lotus Notes, Groupwise, VPN, Unix Shell Scripting, windows 8, Mac OS, SMTP, IMAP, POP3, ARP, RIP, EIGRP, DNS, DHCP, Microsoft SQL Server, Symantec Backup, IBM Websphere Commerce, Appia, TFS, DFS, Command Prompt, SharePoint, SiteScope, Windows XP
Education
Farmingdale State University of New York 2011 — 2013
B.S, Computer Engineering
Queensborough Community College 2008 — 2010
Associates (A.A.S), Computer Engineering Technology
Ipreo March 2014 - Present
Ipreo June 2012 - March 2014
Morgan Stanley Smith Barney October 2011 - April 2012
Skills
Capital Markets, Business Analysis, Financial Services, Requirements Gathering, Business Development, Strategic Planning, Business Strategy, Equities, Customer Service
Education
Dickinson College 2007 — 2011
Bachelor of Arts, Economics
Newark Academy 2003 — 2007
Deutsche Bank 2011 - Present
Ipreo 2009 - 2011
GE Capital 2005 - 2007
Education
College of the Holy Cross 2004 — 2008
BA, Economics, Peace and Conflict Studies
University of Oxford 2006 — 2007
Philosophy, Politics and Economics (PPE)
Chaminade High School 2000 — 2004
American Express July 2015 - Present
American Express October 2013 - July 2015
Goldman Sachs May 2013 - October 2013
Ipreo February 2012 - May 2013
Ipreo June 2010 - February 2012
Skills
Bloomberg, Capital Markets, Equities, Investor Relations, Institutional Investors
Education
Cornell University 2015 — 2019
Bachelor of Science (B.S.), Engineering
Cornell University 2006 — 2010
B.S., Operations Research & Information Engineering
Career Gear January 2013 - Present
NASDAQ OMX August 2012 - Present
NASDAQ June 2008 - September 2012
Ipreo 2005 - 2008
First Republic Bank July 2005 - October 2006
Skills
Equities, Capital Markets, Trading, Securities, Financial Analysis, Alternative Investments, Analytics, Bloomberg, Derivatives, Equity Research, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investor Relations, M, Mergers, Series 7, Valuation
Education
New York University, Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Portfolio Managment
Fordham University 2008 — 2011
MBA, Finance and Quant. Anlysis
Coastal Carolina University 1999 — 2003
BA, Poli Scince, and Finance
Credible Behavioral Health Software July 2015 - Present
Credible Behavioral Health Software January 2014 - July 2015
Ipreo December 2006 - December 2013
Hemscott/Bigdough January 2000 - December 2006
Keane Federal Systems, Inc April 1997 - December 1999
Keane, Inc July 1995 - April 1997
Skills
SDLC, Microsoft SQL Server, ASP.NET, SaaS, XML, Web Services, T-SQL, Agile Methodologies, SQL, Software Project..., Database Design, JavaScript, .NET, Requirements Gathering, Requirements Analysis, Visual Studio, Visio, Project Management, ColdFusion, HTML 5, Email Strategy, Web Development, Scrum, Oracle, Databases, Web Applications, IT Strategy, Software Design, Data Modeling, HTML, Unix, CRM, IIS, Quality Assurance, TFS, Agile Project Management, Software Development
Education
East Carolina University - College of Business 1991 — 1995
BSBA, Management Information Systems
Ipreo 2014 - Present
Ipreo 2013 - 2014
Ipreo 2012 - 2013
Ipreo 2008 - 2012
IXI Corporation June 2007 - March 2008
Skills
CRM, Capital Markets, Investor Relations, Financial Analysis, User Experience, Analytics, Competitive Analysis, Data Analysis, Financial Modeling, Product Management, Business Intelligence, Visio, JavaScript, VBA, CSS, Rapid Prototyping, Wireframes, User Flows, Corporate Access, Bigdough, REST, SOAP, Web Services, Scrum, Agile Project Management, Equity Capital Markets
Education
Colgate University 2004 — 2008
BA, Geography, Economics
General Assembly - NYC 2012 — 2013
UX Design Intensive
NYU SCPS 2012 — 2012
MySQL with PHP
General Assembly - NYC 2012 — 2012
Web Development Intensive
Ipreo July 2009 - Present
Skills
Customer Relations, Event..., B2B Collections, Management, Microsoft Office, Microsoft Excel, Analysis, Customer Service, Strategic Planning, Financial Analysis, Social Media, Leadership, PowerPoint, Finance, Sales, Event Planning, Marketing, Team Building, Business Analysis, Financial Services, Accounting, Social Networking
Education
City University of New York City College 2003 — 2005
ASSOCIATES, Finance
Ipreo July 2015 - Present
Bloomberg October 2011 - June 2015
Knight Capital Group October 2010 - August 2011
Societe Generale November 2006 - October 2010
Banc of America Securities March 2006 - November 2006
Skills
Statistical Data..., Bloomberg, Hedge Funds, Electronic Trading, Financial Markets, Trading, Equities, Derivatives, Capital Markets, Portfolio Management, Trading Systems, Financial Modeling, Asset Management, Valuation, Product Management, Product Development, Software Project..., Business Intelligence..., Data Science, SDLC, Management, FinTech, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
Duke University 1998 — 2002
Bachelor of Science (BS), Economics
Moody's January 2011 - Present
Ipreo January 2008 - December 2010
Ipreo October 2006 - January 2008
Ipreo July 2004 - October 2006
Ipreo February 2002 - July 2004
Newview Technologies September 2000 - February 2002
Intermedia Communications August 1999 - July 2000
Skills
CRM
Education
Stevens Institute of Technology 2012 — 2015
Master's degree, Business Information and Analytics
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance & Business Economics\Information & Communication Systems
University of Maryland College Park 1995 — 1999
BS, Biology
Ipreo September 2006 - Present
Thomson Reuters March 2004 - September 2006
Andover Securities February 1999 - September 2002
Skills
Equity Trading, Product Development, Investor Relations, Capital Markets, Trading, Equities, IPO, Equity Capital Markets, Crisis Communications, Financial Analysis, Market Research, Bloomberg, Equity Research, Securities, Financial Markets, Valuation, Financial Modeling, Investments
Education
Fordham University 2001 — 2002
Masters, Political Economy
University of Rhode Island 1993 — 1997
Bachelor of Science (BS), Finance, General
North Carolina State University
Ipreo January 2014 - Present
Foxconn August 2013 - December 2013
Gander Mountain June 2012 - July 2013
OptiCare Managed Vision June 2011 - August 2011
Skills
Technical Support, Computer Hardware, SEO, Networking, SDLC, Google Analytics, Visio, PowerPoint, Photoshop, Visual Basic, Project Planning, Web Analytics, HTML, Google Adwords, Omniture, BrightEdge, Reporting & Analysis, E-commerce, Social Networking, Social Media, Analytics, Leadership, Management, Web Development, OS X, Microsoft Office
Education
East Carolina University - College of Business 2007 — 2012
Bachelor of Science (BS), Management Information Systems
Regeneron Pharmaceuticals, Inc. May 2015 - August 2015
Regeneron Pharmaceuticals, Inc. May 2014 - August 2014
Mortar Data Inc. January 2013 - December 2013
Ipreo May 2012 - August 2012
Ipreo June 2011 - August 2011
Skills
Bioinformatics, Statistics, Amazon Web Services..., R, C, Machine Learning, Hadoop, Apache Pig, Python, Bash, Java
Education
University of Washington 2015 — 2019
Doctor of Philosophy (PhD), Genome Sciences
Columbia University in the City of New York 2011 — 2015
Bachelor of Science (BS), Operations Research
Hackley School 2007 — 2011
High School Diploma
Attentive.ly June 2014 - Present
Management CV, Inc. January 2013 - May 2014
Ipreo March 2007 - December 2012
BIGDOUGH.COM March 2003 - July 2006
Skills
Sales Training &..., Due Diligence, Management, Capital Markets, Bloomberg, Sales, Equity Research, Team Management, Salesforce.com, Equities, Investments, CRM, Account Management, Competitive Analysis, Strategy, Financial Modeling, Financial Analysis, Social Media, Market Research, Strategic Partnerships, Data Analysis, Entrepreneurship, Qualitative Research, Financial Services, Marketing, Marketing Strategy, Sales Process
Education
Georgetown University 2010 — 2012
Master of Professional Studies- Sports Industry Management
George Mason University 1996 — 2000
Bachelor of Arts (BA), History
Deckers Outdoor Corporation August 2012 - Present
Deckers Outdoor Corporation April 2011 - September 2012
Deckers Outdoor Corporation May 2009 - April 2011
Ipreo May 2008 - May 2009
Skills
Marketing Strategy, Marketing Communications, Retail Marketing, Brand Development, Branding & Identity, Social Media Marketing, Digital Marketing, Product Marketing, Product Development, Online Marketing, Presentations, Public Speaking, Integrated Marketing, Advertising, Online Advertising, Market Research
Education
Fairfield University 2004 — 2008
Bachelor's degree, Business, Management, Marketing
Morgan Stanley January 2015 - Present
Garrison Investment Group March 2014 - November 2014
20 Gates Management LLC July 2010 - February 2014
Ipreo June 2009 - June 2010
Merrill Lynch May 2008 - August 2008
The United States Department of Commerce May 2007 - August 2007
Skills
Structured Finance, Structured Products, Warehouse Lending, Asset-backed..., Due Diligence, Credit Risk, Capital Markets, Credit, Bloomberg, Equities, Financial Modeling, Fixed Income, Investment Banking, Bloomberg Terminal
Education
Columbia College (NY) 2005 — 2009
BA, Economics-Political Science
Columbia University in the City of New York 2005 — 2009
BA, Economics-Political Science
Mainland Regional HS 2001 — 2005
OpenExchange, Inc. December 2013 - Present
Ipreo September 2001 - Present
i-Deal LLC September 2001 - December 2006
Epoch Partners February 2000 - July 2001
Goldman Sachs July 1997 - March 2000
Skills
Product Management, Product Development, Project Management, Marketing, Equity Capital Markets, Institutional Sales, Syndicate, Software Industry, Investment Banking, Mergers & Acquisitions, Capital Markets, Valuation, Management, Finance, Equities, Financial Modeling, Analytics, Information Technology, Fixed Income, Investments, Trading, Due Diligence, International Business, Team Management, Enterprise Software
Education
Columbia University - School of International and Public Affairs 1995 — 1997
MIA, International Finance & Banking
University of California, Berkeley 1991 — 1995
BA, Political Science and Asian Studies
Los Altos High School 1988 — 1991
Saratoga High School 1987 — 1988
Ipreo October 2008 - Present
Ipreo July 2007 - October 2008
Skills
Business Analysis, SDLC, Analysis, Data Analysis, CRM, Finance, Requirements Analysis, Requirements Gathering, Analytics, Quality Assurance, Customer Service, Regression Testing, Client Interfacing, Product Development, Web Applications
Education
Connecticut College 2003 — 2007
Bachelors, Human Development, Economics
Frederick Douglass Academy 1999 — 2003
High School Diploma
salesforce.com 2009 - 2013
IPREO 2006 - 2009
Thomson Reuters 2002 - 2006
Autodesk 1997 - 2002
Skills
Strong Knowledge of the..., Actionable Industry..., Outstanding..., Highly Motivated Team..., Sales Methodology..., CRM, Data Visualization, Big Data, Equities, Financial Markets, Enterprise Software, Investor Relations, Sales, Selling, Management, Solution Selling, Analytics
Education
Ohio Wesleyan University
Bachelor of Arts (B.A.)
Florida Atlantic University
Richmond, The American International University in London
Pomfret School
UBS Wealth Management August 2015 - Present
UBS Wealth Management June 2014 - August 2014
Ipreo June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, CQ5, Bloomberg Terminal, Wealth Management..., Financial Analysis, Data Analysis, Event Planning, Microsoft Office, Microsoft Word, Leadership
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics & Management (AEM); Double Concentration in Finance and Strategy
Ipreo March 2015 - Present
State Employees Association of N.C. (SEANC) October 2013 - March 2015
State Employees Association of N.C. (SEANC) May 2013 - October 2013
State Employees Association of N.C. (SEANC) November 2011 - May 2013
Overture Networks September 2010 - October 2011
Center for Survey Research May 2010 - August 2010
East Carolina University Sociology Department June 2009 - July 2010
University of South Florida Sociology Department August 2008 - May 2009
Center for Off-Campus and Community Living August 2007 - December 2007
Skills
Research, Management, SPSS, Event Planning, Microsoft Office, Analysis, Editing, Access, Salesforce.com, Data Entry, Databases, Teamwork, Customer Service, Organization, Leadership, Social Media, PowerPoint, Public Speaking, Microsoft Word, Community Outreach, Time Management, Nonprofits, Social Networking, Microsoft Excel, Data Analysis
Education
East Carolina University 2009 — 2010
MA, Sociology
University of South Florida 2008 — 2009
Sociology
East Carolina University 2004 — 2008
BS, Sociology, Cum Laude
Ipreo October 2013 - Present
Charles H. Greenthal August 2010 - October 2013
Oppenheimer & Co. February 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Word, Research, Social Media, Bloomberg Terminal, FactSet
Education
Fordham University 2010 — 2012
BS, Business Administration
University of Michigan Ross School of Business August 2015 - Present
Zendesk October 2013 - July 2015
Ipreo June 2010 - June 2013
Colgate University August 2006 - May 2010
Skills
Research, Excel, Attention To Detail, Spanish, PowerPoint, Microsoft Office, Economics, Word, Social Media, Microsoft Excel, Data Analysis, Analytics, CRM, Financial Modeling, Statistics, Market Research, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Colgate University 2006 — 2010
B.A., Economics
Post-Graduate Education 2015 — 2017
St. Andrew's School 2003 — 2006
AICPA January 2015 - Present
RedWolf Media and Branding 2013 - Present
Army National Guard May 2011 - Present
Ipreo August 2014 - January 2015
Kalypso September 2011 - August 2014
North Carolina State University October 2007 - August 2011
Ag and Resource Economics at NCSU January 2011 - May 2011
Army National Guard April 2009 - May 2011
Army National Guard September 2007 - March 2009
CarMax July 2006 - July 2007
Skills
Leadership, Strategic Planning, Military, Product Lifecycle..., Financial Analysis, Project Portfolio..., Business Strategy, Program Management, Policy, Project Management, Product Development, Management Accounting, Budget Process, Business Analysis, Financial Accounting, VBA, Innovation Management, Leadership Development, Team Building, Business Process, Security Clearance, Microsoft Office, Product Management, Requirements Gathering, Requirements Analysis, SQL, PHP, HTML, Systems Analysis, Pricing, Value Chain Analysis, Business Process Mapping, XML, UML, Web Development, Portfolio Management, Agile Methodologies
Education
East Carolina University - College of Business 2012 — 2015
Master of Business Administration (M.B.A.), Management Information Systems, General
East Carolina University - College of Business 2013 — 2015
Graduate Certificate, Finance, General
North Carolina State University 2005 — 2011
Bachelor of Science (BS), Natural Resources Management and Economics
North Carolina State University 2005 — 2011
Bachelor of Science (BS), Agricultural Business and Management
Georgetown University's McDonough School of Business August 2015 - Present
Ipreo August 2014 - July 2015
Ipreo February 2013 - August 2014
Ipreo August 2011 - February 2013
Skills
Microsoft Excel, Data Analysis, Microsoft Office, Capital Markets, Equity Capital Markets, Equities, Bloomberg Terminal, Financial Analysis, Investor Relations, Equity Research
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (MBA)
Lafayette College 2007 — 2011
Bachelor of Arts, Magna Cum Laude, Economics & Business, Minor in International Government & Law
IES Abroad - Barcelona 2010 — 2010
N/A
PartnerRe December 2013 - Present
Ipreo March 2005 - May 2013
MedaSorb 2000 - 2005
Skills
VMware, Microsoft Exchange, Windows, Troubleshooting, Servers, Netbackup, VPN, Windows Server, Disaster Recovery, Operating Systems, Windows XP, Databases, Citrix, Active Directory, IIS, Microsoft SQL Server, Storage, Network Administration, vSphere, Visio, VMware ESX, SQL, Networking, Microsoft Technologies, SharePoint, Windows 7, DNS, Integration, Virtualization, Cluster, ITIL, TCP/IP, System Administration, Data Center, Hardware
Education
Network Solutions 2001 — 2002
MCSE, Computer Engineering
Florida International University
Cognate Nutritionals, Inc. makers of Fuel For Thought July 2015 - Present
Xablecath, Inc. July 2015 - Present
Preventive Cardiology of NY July 2015 - Present
HealthTap July 2015 - Present
REVV Medical Diagnostic, PC August 2009 - Present
Ipreo November 2011 - March 2014
The Heart Center July 1999 - August 2009
Skills
Healthcare, Medicine, Cardiology, Leadership, Physicians, Clinical Trials, Public Speaking, Clinical Research, Hospitals, Prevention, Board Certified, Healthcare Management, Treatment, Wellness, Medical Education, Teaching, Heart Failure, Healthcare Information..., Finance, Drug Development, Data Analysis, Preventive Medicine, Investments, Fundraising, Nuclear Cardiology, Financial Analysis, Medical Expert Legal...
Education
Yale University School of Medicine 1996 — 1999
Fellowship in Clinical Cardiology/ Nuclear Cardiology, Clinical Cardiology, Nuclear Cardiology
Columbia University College of Physicians and Surgeons 1994 — 1996
Fellowship in Circulatory Physiology/ Congestive Heart Failure/ Cardiac Tansplantation
Pace University - Lubin School of Business 2013 — 2014
Master of Science (M.S.) - with Honors- Valedictorian, Finance, General, 3.9
New York Medical College 1986 — 1990
M.D., Medicine
Muhlenberg College 1982 — 1986
Bachelor of Science (B.S.), Cum Laude, Natural Sciences; Philosophy, 3.4
Ipreo June 2015 - Present
Adreima September 2014 - March 2015
Saint Francis Care May 2014 - July 2014
Connecticut Health Policy Project May 2013 - August 2013
boone county missouri public health department September 2012 - May 2013
Boone Hospital Center November 2012 - February 2013
Skills
Microsoft Excel, Social Media, Public Speaking, Microsoft Office, Nonprofits, Analysis, PowerPoint, Facebook, Marketing, Data Analysis, Microsoft Word, Public Relations, Writing, Customer Service, Excel, Word, Teamwork, Resume Writing, Financial Analysis, Healthcare Industry, Problem Solving, Risk Solver Software, Minitab, Medical Terminology, Healthcare, Event Planning, HIPAA, Business Writing, Networking, Interpersonal..., Fundamental Analysis
Education
Columbia College 2011 — 2013
Bachelor of Business Administration (BBA), Health/Health Care Administration/Management, 3.94
The University of Connecticut 2009 — 2012
Economics
Maine Central Institute 2007 — 2010
Diploma
ContextMedia, Inc. July 2011 - Present
Ipreo January 2008 - March 2010
Cvent February 2006 - December 2007
Skills
Lead Generation, Salesforce.com, Account Management, Leadership, Marketing Strategy, Marketing, Strategic Planning, Management, Customer Service, Healthcare, Cold Calling, Sales, Social Media Marketing
Education
Franciscan University of Steubenville 1999 — 2005
Bachelor’s Degree, Business Administration and Management, General
Federal Reserve Bank of New York July 2015 - Present
Columbia University in the City of New York December 2013 - December 2014
Federal Reserve Bank of New York June 2013 - August 2013
Center for Advanced Information Management October 2012 - May 2013
Ipreo June 2012 - August 2012
Grace Hopper Conference for Women in Computing May 2010 - October 2010
Skills
Java, Python, C++, SQL, Unix
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Science, Computer Science
The Dalton School 2007 — 2011
Ipreo May 2006 - Present
Skills
Management, Marketing Communications, Investor Relations, Business Strategy, Change Management, Brand Management, Branding & Identity, Marketing Strategy, Competitive Analysis
Education
ENPC MBA Paris - ENPC School of International Management 1998 — 1999
MBA
University of Massachusetts, Amherst 1989 — 1993
BA
Nashua High School 1985 — 1989
Ipreo January 2015 - Present
Ipreo October 2013 - December 2014
CommScope June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Data Analysis, Leadership, Teamwork, Analysis, Research, Project Management, Public Speaking, Social Media, Management, Time Management
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2013
Bachelor of Arts (B.A.), Economics
Ipreo June 2015 - Present
Ipreo March 2015 - Present
Ipreo June 2010 - Present
Green-Haiti January 2010 - January 2014
MetLife April 2008 - June 2010
Skills
Creole, French, Mentoring, Series 6, Series 63, Whole Life, CRM, Salesforce.com, Recruiting, Hospitality Industry, Interviewing Skills, Equities, Migration Projects, Community Engagement, Fundraising, Hedge Funds, Broker-Dealer, Demos, Client Facing Skills, Capital Markets, Leadership, Finance, Management, Training, Financial Services, Fixed Income, Relationship Management, Mutual Funds, Customer Service, Equity Capital Markets, Market Data, Equity Research, Business Relationship..., Time Management, Networking, Non-profit Leadership, Non-profit Volunteer, Account Management, Key Account Management, Onsite Coordination, Coordinating Events, Corporate Events, Sales
Education
Brooklyn College 2003 — 2007
Bachelors, Psychology, Minor- Philosophy
murry bergtraum highschool 1998 — 2002
International Business/Travel and Tourism
Ernst & Young July 2014 - Present
Ipreo September 2013 - June 2014
Brown Brothers Harriman June 2013 - August 2013
Triad Securities September 2012 - April 2013
Thomson Reuters June 2012 - August 2012
Skills
Leadership, Microsoft Office, Microsoft Excel, Market Data, PowerPoint, Social Media, Microsoft Word, Research, Customer Service, Photoshop, Public Speaking, Account Management, Financial Markets
Education
Fordham University 2012 — 2014
Bachelor of Science (BS), Business Administration Concentration in Finance: Minor in Economics
Elon University - Martha and Spencer Love School of Business 2010 — 2012
Bachelor of Science (BS), Business Administration Concentration in Finance
Oliver Wyman March 2014 - Present
Ipreo August 2013 - March 2014
Education
Clemson University 2009 — 2013
Bachelor’s Degree, Marketing, Cum Laude
The Umbra Institute 2012 — 2012
Clemson University Study Abroad Program
Ipreo December 2008 - Present
Skills
Bloomberg, Factset, PowerPoint, Securities, Sales, Financial Services
Education
Connecticut College
Economics
Ipreo April 2014 - October 2014
Ipreo April 2010 - April 2014
Chungdahm Learning February 2009 - March 2010
Walgreens May 2007 - May 2008
Clarkson University December 2003 - May 2007
Skills
Troubleshooting, Technical Support, SQL, Customer Service, Help Desk Support, Management, Information Technology, Microsoft Excel, Windows, Microsoft Office, Teamwork, Time Management, Visio, Access, Team Leadership, Hardware, Process Improvement, CRM, Databases, Outlook, Windows 7, Microsoft Word, SharePoint, System Administration, Software Documentation, XP, Networking, Testing, Active Directory, Windows Server, PowerPoint, Leadership, Public Speaking, Social Media, Microsoft SQL Server, Training, T-SQL, T-SQL Stored Procedures, SQL Server Management...
Education
Clarkson University 2003 — 2008
Bachelor of Science, Information Systems & Business Processes
Bergen Asset Management, LLC September 2012 - June 2015
Ipreo June 2010 - September 2012
Tocqueville Asset Management May 2009 - May 2010
NYU Stern School of Business September 2006 - May 2010
Skills
Valuation, Bloomberg, Equities, Capital Markets, Financial Analysis, Equity Research, Bloomberg Terminal, Economics, Capital IQ, Hedge Funds, Investments, Analytics, Data Analysis, Due Diligence, Equity Valuation, Private Equity, Fixed Income, Financial Modeling, Corporate Finance, Investment Banking
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Class of 2017
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (BS), Finance, International Business
Greensboro Day School
Ipreo June 2014 - August 2014
Hamilton Executions LLC December 2013 - January 2014
Ipreo June 2013 - August 2013
Skills
Bloomberg, Stock Trading, Options, Options Strategies, Microsoft Excel, PowerPoint, Access, Microsoft Word, Customer Service, Financial Analysis, Investments, CRM, Finance, Wealth Management, Fixed Income
Education
Fordham University 2011 — 2015
Bachelor's Degree, Finance and Financial Management Services, Senior
Ipreo September 2014 - Present
Ipreo April 2013 - Present
Ipreo April 2007 - September 2014
Bright Meridian International, LLC July 2006 - February 2008
The NASDAQ Stock Market & Independent Research Network March 2002 - July 2006
Thomson Reuters / Carson March 1999 - March 2002
Aon Hewitt July 1997 - March 1999
Skills
Financial Markets, Capital Markets, Investor Relations, Corporate Finance, Equities, Management, Investments, Financial Analysis, Fixed Income, Business Development, Mergers & Acquisitions, Strategy, Investment Banking, Financial Modeling
Education
Fairfield University 1993 — 1997
BA
PRA Health Sciences May 2015 - Present
Ipreo June 2014 - Present
Elon University Admissions office of Data and Technology August 2013 - May 2014
Credit Suisse May 2013 - August 2013
Town Table May 2012 - October 2012
Crosswinds Boating Center May 2012 - August 2012
Skills
Economic Research, Microsoft Excel, Economics, Microsoft Word, Critical Thinking, Pivot Tables, Data Entry, Organization &..., Microsoft Office, Team Leadership, Teamwork, PowerPoint, Customer Service, Data Analysis, Oral & Written..., Process Improvement, Time Management
Education
Elon University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Ipreo March 2015 - Present
Ipreo August 2013 - Present
Credit Suisse November 2009 - August 2013
Credit Suisse June 2008 - November 2009
BB&T May 2007 - August 2007
Impressions Group, LLC July 2006 - August 2006
MRPP Inc June 2005 - August 2005
Skills
Analysis, Banking, Finance, Microsoft Excel, Customer Service, Derivatives, Project Management, Research, Investment Banking, Microsoft Office, PowerPoint, Teamwork, Marketing, Capital Markets, Excel, Customer Relations, Data Analysis, Process Improvement, Business Analysis, Oil & Gas Industry, Investor Relations, Equities, Leadership, FactSet
Education
East Carolina University - College of Business 2003 — 2008
BSBA, Marketing, Minor in Communications Studies
Green Hope High School 1999 — 2003
Razorfish January 2015 - Present
Interbrand December 2011 - January 2015
Ipreo May 2006 - December 2011
Skills
CRM, Research, Quality Assurance, Community Outreach, Business Intelligence, Product Development, Databases, Art, Editing, Social Media, Strategic Communications, Data Analysis, Technical Writing, User Experience, Photoshop, Market Research, Public Speaking, Microsoft Office, Microsoft Excel, Public Relations, Business Analysis
Education
East Carolina University 2000 — 2006
BA, English + (Technical Writing) - Studio Art & Design
EY March 2014 - Present
Ipreo March 2012 - March 2014
Thomson Reuters April 2011 - December 2011
Bloomberg August 2009 - April 2011
Bloomberg LP August 2007 - August 2009
Skills
Software Sales, Salesforce.com, Electronic Trading, Account Management, Financial Markets, Financial Services, Relationship Management, Bloomberg, Software Industry, Market Data, New Business Development, Equities, Closing Deals, Sales, Fixed Income, CRM, Sales Process, Cold Calling, Bloomberg Terminal, Business Development, Capital Markets, Trading Systems, FX Options
Education
Fairfield University 2003 — 2007
Bachelor’s Degree, Management
Ipreo January 2014 - Present
Global Hunter Securities July 2012 - Present
Global Hunter Securities January 2011 - July 2012
Ipreo January 2010 - December 2010
Ipreo August 2008 - January 2010
BioMedical Computer Research Institute May 2008 - August 2008
Yorkville Advisors, LLC May 2007 - August 2007
Rodman & Renshaw May 2006 - August 2006
Skills
Bloomberg, Derivatives, Competitive Analysis, Investment Banking, Valuation, Equities, Strategy, Business Development, Hedge Funds, Banking, Capital Markets, Investments, Corporate Finance, Investor Relations, Private Equity, Equity Research, Certified Series 7..., Certified Series 63...
Education
Fairfield University 2004 — 2008
Bachelor of Science, Finance, General
Florence University of the Arts 2007 — 2007
Finance
Angelo, Gordon & Co. August 2015 - Present
Ipreo January 2013 - July 2015
A2 Access 2012 - 2012
KPMG 2011 - 2011
Skills
Financial Analysis, Analysis, Business Analysis, Financial Modeling, Equities, Microsoft Excel, Investments, Capital Markets, Finance, Valuation, FactSet, Investor Relations, Microsoft Office, Data Analysis, Microsoft Word
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master’s Degree, Finance, General
The College of William and Mary 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
The College of William and Mary - The Mason School of Business 2010 — 2012
St. Stephen's & St. Agnes School 2004 — 2008
High School
Ipreo August 2012 - Present
NASDAQ OMX Group August 2007 - March 2012
NASDAQ-Independent Research Network April 2006 - August 2007
Northwestern Mutual August 2004 - April 2006
Pacco International January 2000 - August 2004
Skills
Project Management, Excel Pivot, Business Strategy, Business Development, Product Launch, Research, Analytical Skills, Business Intelligence, Competitive Intelligence, Competitive Analysis, Investor Relations, Product Strategies, SaaS, Strategic Partnerships, Equity Research, Capital Markets
Education
Robert Morris University 2002 — 2004
MBA, Business
Edinboro University of Pennsylvania 1995 — 1999
Bachelors, Education
Ipreo June 2013 - Present
Thomson Reuters (Acquired by Nasdaq OMX) May 2011 - May 2013
- 2010 - May 2011
Pioneer Futures (MF Global) 2007 - 2010
Thomson Financial Carson (Thomson Reuters) 2001 - 2007
Tullet & Tokyo Liberty (Tullet Prebon) 2000 - 2001
Rafferty Associates / GPR inc. 1997 - 1999
Skills
Capital Markets, Financial Markets, Investor Relations, Equities, Hedge Funds, Financial Modeling, Fixed Income, Trading, Valuation, Market Data, Trading Systems, Bloomberg, Commodity, Financial Analysis, Options, Financial Services
Education
Columbia University in the City of New York 1996 — 2000
B.A., Political Science
Shoreham-Wading River H.S. 1992 — 1996
Regents with Honors Diploma
Ipreo May 2014 - Present
Women for Success Triangle May 2013 - Present
Morgan Stanley Wealth Management May 2013 - May 2014
Slalom Consulting September 2010 - October 2012
Salesforce May 2010 - September 2010
Oklahoma City Thunder October 2008 - April 2010
Nordstrom December 2003 - September 2008
Skills
Recruiting, Social Media, Business Development, Event Planning, Management, CRM, Program Management, Human Resources, Management Consulting, Interviews, Budgets, Sales, Training, Sales Operations, Strategy, Microsoft Excel, Time Management, Networking, Consulting, Leadership, Strategic Planning
Education
College of Charleston 2004 — 2008
BA in Communications, Broadcast and Media Studies
Ipreo October 2013 - Present
Aprimo August 2005 - September 2013
ECU August 2003 - August 2005
Cisco 2001 - 2002
Resnet 1999 - 2001
Skills
ASP.NET MVC, SQL, C#, Java, Agile Methodologies, JavaScript, Git, Technical Solution..., Software Development, Requirements Management, .NET, Software Engineering, Software Project..., XML, Microsoft SQL Server, SaaS, Cloud Computing, Enterprise Software
Education
East Carolina University 2003 — 2005
MS, Computer Science
North Carolina State University 1998 — 2003
BS, Computer Science
North Carolina State University 1998 — 2003
Minor, Business
Ipreo November 2011 - Present
The TriZetto Group June 2009 - November 2011
The TriZetto Group, PDM August 2006 - May 2009
KDDI America, Inc. January 1998 - August 2006
Skills
Solr, C#, ASP.NET, WCF, .NET, LINQ, Software Engineering, Agile Methodologies, Software Project..., VSTO, AJAX, SSIS, SQL, XML, Scrum, SDLC, TFS, Architectures, Requirements Analysis, T-SQL, Troubleshooting, WPF, Web Services, Software Development, Microsoft SQL Server, SOA, OOP, Database Design, Databases, JavaScript, Visual Studio, MDX, SSAS 2008, OLAP, Architecture, Web Applications, IIS, Web Services API, SSAS, MVC
Education
Columbia University in the City of New York 1996 — 1998
MS
BeaconLBS April 2014 - Present
Ipreo October 2013 - April 2014
Capital One July 2011 - October 2013
RBC December 2007 - July 2011
BB&T April 1997 - December 2007
Skills
Organizational..., Resource Management, SDLC, Quality Assurance, Testing, Business Process..., Quality Center, User Acceptance Testing, Process Improvement, Software Documentation, Test Planning, Requirements Gathering, Release Management, Regression Testing, Integration, Agile Methodologies, Requirements Analysis, Management, Leadership, Project Planning, Business Requirements, Defect Tracking, Risk Management, PMP, JCL, Analysis, MS Project, Business Analysis, Vendor Management, Project Management, SharePoint, Systems Analysis, Test Management, System Testing, Test Director, Visio, Waterfall, Mainframe, Banking, Credit Cards, Fileaid, CICS, Data Governance, TSO, Risk, Certified Scrum Master..., Software Project..., Project Delivery, IT Strategy, Software Quality...
Education
University of Phoenix 2004 — 2006
MBA, Technology Management
East Carolina University 1993 — 1998
BS, Computer Science
Ipreo May 2007 - Present
Project Performance Corp 2003 - 2006
Skills
Application Development, Windows, JavaScript, Databases, HTML, Software Development, SQL, SQL Server, C#, XML, .NET, C++, ASP.NET, Database Design, VB.NET, Microsoft SQL Server
Education
Dickinson College 1999 — 2003
B.S., Mathematics, Computer Science
Ipreo July 2013 - Present
Ipreo October 2011 - July 2013
Ipreo May 2009 - October 2011
Ipreo July 2006 - May 2009
Skills
Business Development, Business Strategy, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Emerging Markets, Entrepreneurship, Equities, Financial Analysis, Financial Modeling, Financial Technology, International Sales &..., Hedge Funds, Investment Banking, Investor Relations, Market Research, Marketing Strategy, Mergers & Acquisitions, Private Equity, Principal Investments, Restructuring, Start-ups, Strategic Partnerships, Valuation, Venture Capital
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Finance & Management
Investment Banking Institute 2007 — 2007
Investment Banking, Leveraged Finance, Private Equity
Georgetown University - The McDonough School of Business 2002 — 2006
BA, International Business & Marketing
Ipreo June 2001 - January 2012
InterWorld November 1996 - June 2001
Andersen Consulting April 1995 - October 1996
Cornell University July 1989 - February 1995
Skills
Software Development, Web Services, WCF, XML, Microsoft SQL Server, ASP.NET, Web Applications, SQL, .NET, Agile Methodologies, C#, LINQ, Software Design, Software Project..., Full SDLC
Education
Cornell University 1992 — 1994
M.Eng., Computer Science
Cornell University 1985 — 1989
B.A., Computer Science
Ipreo April 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. March 2009 - April 2014
Deutsche Bank Securities 2006 - 2009
Credit Suisse 2005 - 2006
Wachovia Bank 2003 - 2005
Prudential Securities 1998 - 2003
Skills
Capital Markets, Bloomberg, Fixed Income, Equities, Bonds, Microsoft Office, Series 7, Series 63, Series 79, Project Management, MS Excel Pivot Tables, Syndicate, Investment Banking, Securitization, Financial Modeling, Hedge Funds, Investments, Portfolio Management, FINRA, Trading, Derivatives, Financial Services
Education
Fashion Institute of Technology 2004 — 2005
Computer Animation
City University of New York-College of Staten Island 1996 — 2000
Liberal Arts
Iona College 1994 — 1996
Ipreo July 2008 - August 2011
Education
City University of New York-Herbert H. Lehman College
Ipreo 2008 - Present
CapitalBridge February 2005 - February 2008
Citigate Financial Intelligence May 1999 - February 2005
Skills
Investor Relations
Education
Fordham University 1990 — 1994
St. John's Prep 1986 — 1990
High School
D. E. Shaw & Co. December 2014 - Present
D. E. Shaw & Co. June 2009 - December 2014
D. E. Shaw & Co. December 2007 - June 2009
Ipreo July 2006 - November 2007
Skills
Talent Management, Organizational..., Training & Development, Performance Management, Coaching, Instructional Design, Leadership Development, Management Consulting, Project Management, Change Management
Education
London School of Economics and Political Science 2011 — 2012
M.S., Organizational and Social Psychology
Emory University 2002 — 2006
B.A., Psychology
Ipreo September 2008 - Present
Dealogic June 2004 - August 2008
Skills
Equities, Business Analysis, Capital Markets, Financial Services, Product Management, CRM, SDLC, Investment Banking, Relationship Management, Requirements Gathering
Education
Fairfield University 2000 — 2004
BS, Marketing
Markit April 2014 - Present
Ipreo March 2013 - March 2014
Ipreo January 2010 - March 2013
Luxe Marketing Concepts March 2009 - December 2009
International Market Recruiters November 2008 - January 2009
Lehman Brothers June 2007 - September 2008
Lehman Brothers June 2006 - August 2006
Lehman Brothers 2004 - 2004
Skills
Equities, Analysis, Documentation, Requirements Analysis, Business Analysis, Software Project..., Product Management, Direct Sales, Direct Marketing, Client Relationship..., Client Services, Product Demonstration, Functional..., Training & Development, Technical Liaison, Client Interfacing
Education
Dickinson College 2003 — 2007
Bachelor of Arts, American Studies
Ipreo 2014 - Present
Thomson Reuters 2011 - 2012
J.P. Morgan Chase 2009 - 2011
Oppenheimer & Co. 2007 - 2009
Skills
* Excellent analytical..., * Excellent problem..., * Detail-oriented,..., * Skilled in partnering..., * Languages: Native..., * Software: Thomson...
Education
City University of New York-Hunter College 2002 — 2006
Ipreo April 2015 - Present
Thomson Reuters August 2008 - April 2015
Thomson Reuters October 2003 - July 2008
Skills
Fixed Income, Strategy, Valuation, Syndications, Capital Markets, Analysis, Emerging Markets, Structured Finance, Financial Markets, Portfolio Management, Leveraged Finance, Loans, Bonds, Credit, Business Development
Education
Cornell University
Saint Matthew Lutheran Church September 2014 - February 2015
Northland Village Church September 2013 - June 2014
The Bridge Church June 2012 - August 2012
Perrigo May 2011 - August 2011
The River Church January 2011 - April 2011
Rancho El Camino November 2010 - December 2010
LeanLogistics September 2009 - November 2010
Universal Music Group July 2008 - July 2008
Ipreo May 2008 - June 2008
Perrigo June 2007 - August 2007
Skills
Logistics, Supply Chain Management, Transportation..., Process Improvement, Procurement, Microsoft Excel, Logistics Management, Supply Chain, Nonprofits, Research, Transportation, Inventory Management, Customer Service, Supply Chain...
Education
Fuller Theological Seminary 2011 — 2014
Mdiv - Worship & Music Ministry Emphasis
Hope College 2005 — 2009
BA, Economics
Ipreo April 2009 - Present
Technodyne, LLC. June 2008 - August 2008
Toys "R" Us, Inc. June 2007 - August 2007
Education
Cornell University 2005 — 2008
B.S., Applied Economics and Management
Ipreo February 2008 - Present
Capital Bridge March 2004 - February 2008
Skills
Bloomberg, Equities, Investor Relations, Bloomberg Terminal, Outlook, Microsoft Office, Microsoft Excel, Securities, Equity Capital Markets, Capital Markets, Equity Research
Education
Rutgers University 2002 — 2004
Bachelor's degree, Accounting and Finance
Florida State University 1999 — 2001
Associate's degree, Accounting and Finance
Ipreo March 2015 - Present
Ipreo March 2012 - March 2015
PricewaterhouseCoopers September 2008 - March 2012
Skills
Financial Reporting, Financial Modeling, Internal Controls, Financial Analysis, Accounting, Auditing, Financial Accounting, Management, Microsoft Excel, PowerPoint, Finance, Business Analysis, Analysis, Sarbanes-Oxley Act, US GAAP, Microsoft Office, Corporate Finance
Education
Fairfield University 2004 — 2008
BS, Finance and Marketing
Ipreo November 2000 - Present
Moody's Investors Service August 1992 - November 2000
Skills
Product Management, Market Research, Fixed Income
Education
City University of New York-College of Staten Island 2002 — 2006
B.S., Marketing
Ipreo June 2015 - Present
Hastings Entertainment June 2012 - Present
Hastings Entertainment November 2007 - May 2012
Northrop Grumman Newport News August 2002 - October 2007
Skills
Informix, SQL, Unix, Perl, Mac OS X, Microsoft SQL Server, Software Development, Data Warehousing, ETL, Unix Shell Scripting, T-SQL, Database Design, Database Administration, Troubleshooting, Linux, System Administration, Visual Basic, Databases, Windows Server, Customer Service
Education
ECPI College of Technology 2002 — 2003
AS, Computer Programming
Consumer Advertising and Marketing Board MemberClover Fund SolutionsJuly 2012 - Present
Consumer Advertising and Marketing - D3 Labs January 2007 - Present
Intellipayment 2006 - Present
Dish Network 2002 - Present
Ribbon Labs, Inc. June 2012 - November 2013
Ipreo July 2001 - December 2002
VitalLink Inc July 1999 - June 2001
Lehman Brothers July 1997 - June 1999
GE Capital July 1992 - June 1995
Skills
Competitive Analysis, Management, Financial Modeling, Strategic Partnerships, Entrepreneurship, Start-ups, Business Development, Business Strategy, Mergers & Acquisitions, Cross-functional Team..., Marketing Strategy, Forecasting, Business Planning, Management Consulting, Strategic Planning, Strategy, New Business Development
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Cornell University 1988 — 1992
Bachelor's degree, Economics
Keurig Green Mountain, Inc. January 2015 - Present
Keurig Green Mountain, Inc. March 2013 - January 2015
Ipreo May 2008 - March 2013
LaBranche Structured Products 2005 - 2008
Charlton Specialist Partners March 2004 - September 2005
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA
Fairfield University 1999 — 2003
Bachelor of Arts, Economics
The Great Courses February 2015 - Present
Ipreo November 2010 - November 2014
Celestial Labs Limited July 2006 - May 2008
Skills
Microsoft SQL Server, SSIS, SSRS, SQL Tuning, SSAS 2008
Education
George Mason University 2008 — 2010
Master's degree, Telecommunications Engineering
Kakatiya University 2002 — 2006
Bachelor's degree, Electrical, Electronics and Communications Engineering, A
Kendriya Vidyalaya 1992 — 2000
High School
BTG Pactual Asset Management November 2014 - Present
Millennium Partners January 2013 - November 2014
Ipreo February 2006 - August 2009
Skills
Finance, Competitive Analysis, Capital Markets, Market Research, Project Management, Data Analysis, Communication, Outsourcing Management, Syndicate, Analytics, Analysis, Strategy, Hedge Funds, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Finance and Communications
University of Maryland College Park 2000 — 2004
B.A., English Language and Literature
Google May 2010 - Present
Ipreo May 2009 - May 2010
Columbia University October 2006 - May 2009
Google May 2008 - August 2008
Google May 2007 - August 2007
Google May 2006 - August 2006
Education
Columbia University in the City of New York 2005 — 2009
BA, Computer Science
Ipreo August 2014 - Present
Ipreo August 2012 - August 2014
Ipreo January 2011 - August 2012
Skills
Psychology, Social Psychology, Statistics, Research, Analysis, SPSS, Quantitative Research, Qualitative Research, Research Design, Survey Design, Focus Groups, Survey Research, FactSet, Bloomberg Terminal, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2010 — 2010
Business; accounting, management, finance, and marketing
Dickinson College 2006 — 2010
B.A., Psychology
Dickinson College 2006 — 2010
Bachelor of Arts, Psychology
Ipreo January 1998 - October 2011
Citigate Dewe Rogerson 2000 - 2006
Citigate Dewe Rogerson 1998 - 2000
Skills
Bloomberg Terminal, Equities, Bloomberg, Access, Microsoft Excel
Education
Hunter College 2012 — 2013
Certificate, Translation & Interpretation Studies
Mercy College
Bachelor of Science (B.S.), Pscyhology
Ipreo November 2012 - Present
Ipreo October 2011 - November 2012
Design Within Reach June 2011 - October 2011
Fordham University May 2010 - August 2010
J.A Walters YMCA May 2008 - August 2008
Finish Line April 2007 - June 2007
Skills
Problem Solving, Team Building, Teamwork, Microsoft Office, Public Speaking, Active Directory, Microsoft Exchange, Management, Networking, Customer Service, Servers
Education
Fordham University 2007 — 2011
Bachelors, Computer Science
Fordham University 2007 — 2011
Bachelor of Science, Computer Science
Ipreo December 2014 - Present
ClearMomentum November 2005 - December 2014
Supplystream, Inc. January 1998 - January 2003
Softech Systems, Inc January 1993 - January 1998
Skills
Web Services, C#, XML, Cloud Computing, Software Development, Enterprise Software, SaaS, Enterprise Architecture, Integration, IT Strategy, Mobile Applications, Start-ups, Web Applications
Education
George Mason University 1987 — 1989
MIS, Information Systems
Clarkson University 1983 — 1985
BS, Biology
SUNY Morrisville 1981 — 1983
AAS, Computer Science
Ipreo July 2015 - Present
Wabash College September 2010 - May 2015
Office of Mortgage Settlement Oversight June 2014 - August 2014
Wabash Finance Immersion Program October 2013 - November 2013
TNT Solutions May 2013 - August 2013
Trippet Hall, Wabash College August 2010 - May 2013
Tim Lyons, Wasabi Rabbit June 2012 - August 2012
Jeffery Murdock, The Murdock Project May 2012 - July 2012
Federal Communications Commission January 2012 - January 2012
John Larkin, M.D. May 2011 - July 2011
Skills
Program Development, Recruiting, Training, Higher Education, Public Speaking, Non-profits, Research, Event Planning, Teaching, Strategic Planning, Microsoft Office, Marketing Strategy, Social Media, Marketing, Fundraising, Social Networking, PowerPoint, Microsoft Excel, Nonprofits
Education
Wabash College 2010 — 2015
Economics/Math, Asian Studies/Civilization, Junior
Fudan University 2012 — 2012
Asian Studies/Civilization
Ipreo January 2013 - Present
Debtdomain October 2010 - January 2013
Meta Health Technology February 2009 - October 2010
AllianceBernstein June 2002 - November 2008
Skills
Microsoft SQL Server, C#, ASP.NET MVC, jQuery, .NET, Silverlight
Education
City University of New York-Brooklyn College
BS, Computer and Information Science
United States Department of Defense March 2013 - Present
Ipreo December 2010 - March 2013
Leone Noble & Seate October 2009 - November 2010
WZMB 91.3 FM May 2009 - July 2009
Skills
English grammar, German, Automotive Repair, Civil Aviation, Cooking, Research, Capital Markets, Teamwork, Writing, Creative Writing, Transportation, Travel, Translation, Analysis, Data Analysis
Education
East Carolina University 2004 — 2009
BA, English
East Carolina University 2004 — 2009
BA, German
Universität Konstanz 2007 — 2008
Linguistics
Moelis & Company 2015 - Present
Ipreo 2013 - 2015
TARK Capital LLC 2013 - 2013
Coastal Management 2012 - 2013
Skills
Investments, Financial Reporting, Financial Analysis, Hedge Funds, Equities, Microsoft Excel, Finance, Corporate Finance, Financial Modeling, Visual C#, Fundamental Analysis, Technical Analysis, Investment Strategies, Quantitative Analytics, Bloomberg, Valuation, Fixed Income, Derivatives, Investment Analysis, Client Services, Due Diligence, Capital IQ, Mergers & Acquisitions, Financial Advisory, Thomson One Banker
Education
City University of New York-Brooklyn College 2007 — 2011
Bachelor’s Degree, Accounting and Finance
Abraham Lincoln High School 2004 — 2006
Ipreo September 2014 - Present
Ipreo September 2013 - September 2014
One Source Communications September 2012 - August 2013
Wells Fargo September 2008 - September 2012
University of North Carolina at Chapel Hill June 2007 - August 2007
CRITICAL HEALTH SYSTEMS May 2006 - August 2006
Skills
Access, Microsoft Excel, Excel, Word, Spreadsheets, Customer Service, Microsoft Office, Research, Outlook, Analysis, Business Analysis, PowerPoint, Project Management, Finance
Education
East Carolina University 2004 — 2008
Bachelor's degree, Finance, General
East Carolina University - College of Business 2004 — 2008
BSBA, Finance
Ipreo Intern, Human ResourcesIpreoMay 2010 - August 2010
Education
Hunter College 2010 — 2012
Accounting
SUNY Albany 2007 — 2008
Somers High School
Ipreo April 2009 - Present
Skills
Capital Markets, Bloomberg, Equities, Equity Research, Valuation, Data Analysis, Financial Analysis, Derivatives, Analytics, Business Analysis
Education
Cornell University 2005 — 2008
Bachelor of Science (B.S.), Applied Economics and Management
Ipreo October 2013 - Present
Sageworks May 2013 - August 2013
MLB.com Academy June 2012 - April 2013
Skills
Account Management
Education
Duke University 2008 — 2012
Bachelor's degree, History