J. & W. Seligman & Co. Incorporated
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J. & W. Seligman & Co. Incorporated Employees
SS&C Technologies September 2011 - Present
Goldman Sachs Asset Management November 2010 - January 2011
J. & W. Seligman & Co. Incorporated 2007 - 2009
State Street Corporation 2006 - 2007
BISYS, Inc January 2001 - January 2005
Skills
General Ledger, Accounting, Fund Accounting, Mutual Funds, Hedge Funds, Financial Reporting, Auditing, Tax, Investments
Education
Montclair State University 2010 — 2012
Post-MBA Certificate, Accounting
Capital University 2000 — 2001
Master of Business Administration
Hebrew University of Jerusalem 1993 — 1997
B.S, Accounting
Atlas Data January 2000 - April 2013
J. & W. Seligman & Co. Incorporated April 1992 - March 2000
UJB Financial September 1988 - March 1992
Macy's April 1984 - September 1988
Skills
Business Analysis, Vendor Management, Program Management, Applicant Tracking..., Process Improvement, Training, Business Process..., Information Technology, Management Consulting, Change Management, Team Building, Project Management, Strategy, Human Resources, CRM, Contract Negotiation, Business Intelligence, Leadership, Management, Recruiting, Business Strategy, Entrepreneurship, Employee Relations
Education
Fielding Graduate University 2011 — 2014
PhD Student, Human and Organizational Development
Fielding Graduate University 2011 — 2013
Master of Arts (M.A.), Business
Rutgers, The State University of New Jersey-Newark 1992 — 1994
MBA, School of Business
Fairleigh Dickinson University 1982 — 1984
M.A., Industrial/Organizational Psychology
University of Scranton 1978 — 1982
B.S., Psychology
Hinoki Capital Management November 2014 - July 2015
Heller Advisory April 2014 - June 2014
GRISWOLD CO., New York, NY 2002 - 2006
AQR Capital Management November 2001 - September 2002
J. & W. Seligman & Co. Incorporated 1994 - 2000
J. & W. Seligman & Co. Incorporated 1991 - 1994
J. & W. Seligman & Co. Incorporated 1989 - 1991
Skills
Marketing, Hedge Funds, Securities
Education
Dickinson College
Bachelor of Arts (BA), Economics
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General
Morgan Stanley Wealth Management September 2013 - May 2015
Morgan Stanley Wealth Management September 2010 - August 2013
Morgan Stanley Wealth Management January 2006 - August 2010
J. & W. SELIGMAN & CO. INCORPORATED January 2004 - January 2006
Paul, Weiss, Rifkind, Wharton & Garrison LLP January 2001 - January 2004
Skills
Financial Services, Capital Markets, Ultra High Net Worth..., Investment Management..., Contract Negotiation, Advisers Act Expert, Securities, Hedge Funds, Risk Management, Wealth Management, FINRA, Broker-Dealer Compliance, Compliance Advisory, Alternative Investments, Asset Management, Investment Advisory, Equities, Financial Advisory, Investments, Management, Securities Regulation, Wealth Management...
Education
Georgetown University Law Center 1999 — 2001
JD
Rutgers University-New Brunswick 1996 — 1998
BA, Philosophy, Psychology
UBS Global Asset Management August 2015 - Present
Charles Schwab Investment Management August 2013 - December 2014
Russell Investments June 2011 - August 2013
Eagle Asset Management December 2008 - June 2011
J. & W. Seligman & Co. Incorporated January 2005 - November 2008
J&W Seligman 2000 - 2004
Harris Bretall Sullivan & Smith 2000 - 2000
Murray Johnstone 1998 - 1999
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Hedge Funds, Asset Management, Product Management, Institutional, Marketing Strategy, Product Marketing, Investments, Fixed Income, Wealth Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Strategy, Investment Strategies, Separately Managed..., Series 7, Equities
Education
Northeastern University 1991 — 1995
BS, Finance, Management
Legg Mason August 2004 - Present
J. & W. Seligman & Co. Incorporated 1998 - 2004
J&W Seligman 1998 - 2004
Seligman Investments 1998 - 2004
Oppenheimer & Co. 1994 - 1998
Kemper Insurance 1992 - 1993
Keystone Advisers 1991 - 1992
Alliance Capital Management 1989 - 1990
Integrated Resources March 1986 - October 1989
Skills
Retirement, Product Management, Sales, Marketing
Education
University of New Hampshire 1980 — 1984
San Diego State University-California State University 1983 — 1983
Exchange Student, Political Science
Garden City High School 1978 — 1980
Columbia Management Investment Advisers, LLC January 2012 - Present
Columbia Management Investment Advisers, LLC April 1986 - March 2012
RiverSource Investments 2008 - May 2010
J. & W. Seligman & Co. Inc. April 1986 - December 2008
J. & W. Seligman & Co. Incorporated 1986 - October 2008
Skills
Mutual Funds, Asset Managment, Financial Services, Fixed Income
Education
Fordham University 1975 — 1979
Biology
Columbia Management June 2009 - Present
Ameriprise (J.& W. Seligman & Co. Incorporated) October 1981 - July 2010
J. & W. Seligman & Co. Incorporated 1981 - 2008
Education
LaGuardia Community College 1978 — 1981
aas, secretarial science
Cain Brothers January 2009 - Present
J. & W. Seligman & Co. Incorporated June 2000 - January 2009
Deloitte and Touche LLP September 1994 - May 2000
Education
Binghamton University - School of Management 1990 — 1994
BS - Accounting, Accounting
Cove Point Holdings, LLC Assistant to the ChairmanCARBO Ceramics Inc.1993 - 2011
J. & W. Seligman & Co. Incorporated 1993 - 2008
Education
Pace University
Bachelor of Professional Studies, Business, Magna Cum Laude
Prudential Financial August 2012 - Present
Prudential Financial September 2009 - August 2012
Prudential Financial January 2003 - September 2009
J. & W. Seligman & Co. Incorporated August 2000 - December 2002
Heller Ehrman October 1994 - August 2000
Skills
AML, Securities
Education
New York University 1993 — 1994
Diploma in Paralegal Studies, Institute of Paralegal Studies (ABA Approved)
State University of New York at Albany 1989 — 1993
Bachelor of Arts (B.A.), Sociology (Major), Business Administration (Minor)
Columbia Management Investment Advisors - Seligman Investments November 2007 - Present
J. & W. Seligman & Co. Incorporated March 1987 - November 2007
Education
Montclair State University 1978 — 1983
BS - Busniess Administration, Finance, Economics