Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
Lehman Brothers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lehman Brothers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Lehman Brothers Salaries. You can even request information on how much does Lehman Brothers pay if you want to. Learn about salaries, pros and cons of working for Lehman Brothers directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Malik Family Office October 2014 - Present
Wolf Hedge Global January 2009 - Present
Seven Sages Capital L.P December 2012 - December 2013
Wall Street Creative Partners December 2009 - December 2012
Merrill Lynch March 2009 - June 2009
JPMorgan Chase & Co. December 2008 - March 2009
John Thomas Financial January 2008 - December 2008
E1 Asset Management May 2005 - January 2008
Lehman Brothers January 2003 - February 2005
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Bloomberg, Financial Markets, Asset Managment, Options, Fund Of Funds, Corporate Finance, Commodity, Asset Management, Trading Systems, Investment Strategies, Portfolio Management, Asset Allocation, Quantitative Analytics, Hedging, Emerging Markets, ETFs, Trading, FX Options, Securities, Investment Advisory, Equity Research, Global Macro, Derivatives, Economics, Fixed Income, Financial Modeling, Mutual Funds, Bonds, Wealth Management, Investment Management, Investments, Structured Products, Investment Banking, Private Equity, Venture Capital, Trading Strategies, Valuation, LBO , Financing, Long-..., Equity Trading, Equity Derivatives, Technical Analysis, Investor Relations, Electronic Trading, Proprietary Trading, Financial Structuring, Currency
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Psychology- Philososphy
Harvard University 2011 — 2012
Economics- Finance- Law
Yale University 2011 — 2011
Mathematics and Statistics, N/A
University of Pennsylvania - The Wharton School 2010 — 2010
Finance - Portfolio Construction
City University of New York-Brooklyn College 2006 — 2006
Bachelor's Degree, Finance, General
Borough of Manhattan Community College 2003 — 2005
Associate's Degree, Business Administration and Management, General, A
Carlisle & Gallagher Consulting Group March 2014 - Present
Abney & Holloway Management Resources, LLC April 2002 - Present
Savannah Asset Management September 2002 - April 2004
Lehman Brothers April 1994 - September 2002
Merrill Lynch April 1989 - April 1994
Skills
Project Management, Financial Control, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Agile & Waterfall..., Financial Audits
Education
Yale University 1980 — 1984
Baruch College
JnC Capital 2012 - Present
Barclays Investment Bank 2008 - 2012
Lehman Brothers 2006 - 2008
Skills
Cross-border learning, Cultural Awareness, Finance, Business Strategy, K-12 Education, Diversity Program..., Diversity Training, Holistic Education, Educational Technology, Information Technology, Co-Scholastic Education
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Finance, General
Bharathidasan University
Bachelor of Engineering (BE), Mechanical Engineering
St Joseph's Anglo-Indian Girls Convent, Tiruchirapalli, India
Elementary, High, Higher Secondary
Keller Williams Real Estate 2013 - Present
Bronx Community College December 2010 - Present
Lehman Brothers January 2005 - July 2006
Skills
Entrepreneurship, Investments, Accounting, Networking, Leadership, Team Building, Coaching, Public Speaking, Management, Real Estate, Training, Microsoft Office, Microsoft Excel, Outlook, Recruiting, Payroll, Social Media, PowerPoint, Marketing Strategy, Microsoft Word, Direct Sales, Leadership Development, Business Development
Education
Baruch College
Anticipated Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Borough of Manhattan Community College
Associate of Arts and Sciences (A.A.S.), Accounting
Frederick Douglass Academy HS
BaxterKrause Retained Executive Recruiters October 2013 - Present
Heritage Lifepath 2012 - September 2013
Elly Parrish Insurance 2010 - September 2013
Cobb County Schools 2003 - 2010
Futren Corporation 2002 - 2003
Cross Media Marketing 2001 - 2002
First Data Corporation 1996 - 2001
Lehman Brothers 1993 - 1996
Skills
Insurance, Marketing, Communication Skills, High Organizational..., Highly detail oriented, Leadership, Customer Service, Time Management, Problem Solving, Critical Thinking
Education
City University of New York-Baruch College
Management
Non Profit Financial Services Company June 2005 - Present
Lehman Brothers July 2000 - April 2004
Federal Reserve Bank of New York July 1994 - March 2000
Skills
Employee Relations, Human Resources, Performance Management, Payroll, Process Improvement, Software Documentation, FMLA, Employee Benefits, HRIS, Benefits Administration, Applicant Tracking..., Recruiting, Talent Management, Talent Acquisition, College Recruiting, Onboarding, HR Policies, New Hire Orientations, PeopleSoft, Employee Engagement, Management, Sourcing, Succession Planning, Coaching, Organizational..., Personnel Management, Leadership, Interviews, Leadership Development, Team Building, Training, Workshop Facilitation, Hiring, Project Management, Time Management, Employee Training, Business Process, Internet Recruiting, Technical Recruiting, Vendor Management
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
MBA, Human Resources
Spelman College 1990 — 1994
BA, Economics
KPMG US October 2014 - Present
KPMG April 2012 - September 2014
Berkshire Property Advisors January 2011 - April 2012
Gerson Lehrman Group October 2008 - January 2011
Lehman Brothers January 2007 - October 2008
University Physicians, Inc June 2005 - January 2007
Skills
Human Resources, HRIS, PeopleSoft, Employee Relations, Talent Management, Talent Acquisition, Onboarding, Performance Management, Applicant Tracking..., Employee Benefits, Recruiting
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, International Business, Management - Human Resources
Loyola University Maryland 2001 — 2005
B.A., Psychology, minor in Business
SPHERE Technology Solutions September 2014 - Present
Sapphire Bliss January 2012 - Present
Barclays November 2012 - September 2014
Barclays Capital September 2008 - November 2012
Lehman Brothers April 2007 - August 2008
Lehman Brothers August 2006 - April 2007
Lehman Brothers February 2004 - August 2006
Neuberger Berman January 1998 - February 2004
Neuberger Berman January 1997 - January 1998
Neuberger Berman July 1996 - January 1998
Skills
Project Management, Security, Windows, Active Directory, Servers, Mobile Enterprise, Desktop Application..., VB.NET, HTML, JavaScript, .NET CLR, iOS, Android, Microsoft Office, Microsoft Operating..., Productivity Software, IT Management, IT Relationship..., Product Management, Infrastructure..., Market Data, Windows Server, Enterprise Architecture, IT Strategy, Integration, Vendor Management, Disaster Recovery, IT Service Management, Business Continuity, SDLC, Infrastructure, Trading Systems, Data Center, SharePoint, System Deployment, Enterprise Software, Technical Support, Information Technology, Management, Business Analysis, IT Operations, Mobile Applications, Cloud Computing, Information Security, Virtualization, Software Project..., Investment Banking, Problem Management, Financial Services
Education
City University of New York-Baruch College 1992 — 1996
BBA, Marketing Management
Wells Fargo November 2012 - Present
Quiet Events June 2012 - Present
Random Events LLC March 2009 - October 2014
Nomura Securities December 2009 - November 2012
Bank of America June 2009 - November 2009
Merrill Lynch January 2009 - June 2009
Barclays Capital August 2008 - November 2008
Lehman Brothers March 2002 - November 2008
Price Waterhouse Coopers June 1999 - March 2002
Skills
Event Management, Event Planning, Social Networking, Contract Negotiations, Vendor Management, Blackberry, Telecommunications, Expense Management, Fundraising, iPhone, Android, Project Management, Operating Systems, Mobile Applications, Leadership, Market Data, Contract Negotiation, Management, Entrepreneurship, Product Management, Mobile Devices, Strategic Partnerships, Team Building, Start-ups, Trading Systems, Networking, Wireless, Negotiation, Technical Support, System Administration, Business Development, Strategy, Program Management, Product Marketing, Mobile Technology, Infrastructure, Strategic Planning, Project Planning, Analytics, Messaging, Integration, Team Leadership, CRM, iOS, Mobile Communications, Testing, Salesforce.com, Executive Management, Team Management, Blackberry Enterprise...
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, CIS
Art & Design High School 1993 — 1997
High school diploma, Architecture
Citi August 2015 - Present
Citi October 2013 - August 2015
Citi January 2013 - October 2013
Citi February 2011 - January 2013
Neuberger Berman Toastmasters Club July 2010 - February 2011
Neuberger Berman October 2005 - February 2011
Staten Island Tech PTA April 2009 - March 2010
Lehman Brothers September 2007 - April 2009
Lehman Brothers October 2005 - September 2007
Ajilon June 2005 - October 2005
Skills
SDLC, Vendor Management, Risk Management, Billing Systems, Resource Management, Disaster Recovery, Re-engineering, Quality Assurance, Data Center, Integration, Cross-functional Team..., Management, PMP, Project Management, Security, Project Portfolio..., Software Documentation, Testing, Governance, Project Planning, Toastmasters, Leadership, Banking
Education
Baruch College, City University of New York (CUNY) 1986 — 1988
BBA
City University of New York-College of Staten Island 1982 — 1983
John Dewey High School 1979 — 1982
High School
Johnson & Johnson January 2015 - Present
Bristol-Myers Squibb November 2012 - December 2014
Morgan Stanley March 2011 - April 2012
Council of Urban Professionals October 2009 - February 2011
Lehman Brothers August 2007 - May 2009
Lehman Brothers August 2005 - August 2007
Skills
Relationship Management, Recruiting, Talent Acquisition, Strategic Planning, Human Resources, Program Management, Talent Management, Financial Services, Staff Development, Management, Marketing, Leadership, Research, Strategic Partnerships
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Finance, Political Science
Lucidity Consulting Group May 2013 - Present
Five Point Partners May 2011 - May 2013
NCI Group, Inc September 2010 - October 2010
Southwest Water Company July 2007 - August 2010
SWWC 2007 - August 2010
US Zinc September 2005 - July 2007
Y&R Brands March 2004 - February 2005
Lehman Brothers 1998 - 2002
Skills
Created Test Scripts, Production Support, Performed Application..., GL, Oracle E-Business Suite, Oracle Applications, Test Scripts, Modules, Business Intelligence, Business Process, Oracle, Accounts Receivable, Oracle Reports, Financial Analysis, Requirements Analysis, Business Requirements, Management, CRM, Oracle HR, ERP, Business Process Design, Visio, Accounts Payable, SDLC, Leadership, Business Analysis, Data Warehousing, Business Process..., Software Project..., Integration, Testing, IT Strategy, PMO
Education
Saint Peter's University 1995 — 2000
MBA, Management Information Systems
Baruch College, City University of New York (CUNY) 1982 — 1988
BBA, Finance
Therapy Motions 2009 - Present
Sage Advisors, LLC 2006 - Present
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Raymond James & Associates, Inc 1996 - 2005
Bear Stearns 1989 - 1996
Morgan Stanley 1987 - 1989
Lehman Brothers 1984 - 1987
Citicorp 1974 - 1984
Pfizer 1972 - 1974
Skills
Corporate Finance, Business Strategy, Strategic Planning, Negotiation, Mergers & Acquisitions, Capital, Capital Markets, Healthcare, Investments, Investment Banking, Leadership, Management, Finance, Banking, Financial Services, Strategy, Venture Capital, Start-ups, Executive Management, Marketing, Entrepreneurship, Private Equity, Business Planning, Corporate Development, Management Consulting, Strategic Partnerships, Restructuring, Business Development
Education
The George Washington University - School of Business 1965 — 1969
MBA, Computer Science
Baruch College, City University of New York (CUNY) 1960 — 1964
BBA, Accounting
Mount Sinai Health System September 2012 - Present
Mount Sinai Health System February 2011 - September 2012
Citi Habitats May 2010 - February 2011
Skadden Arps February 2006 - September 2007
Lehman Brothers June 2005 - September 2005
Merrill Lynch June 2004 - September 2004
Skills
Project Management, EHR, Corporate Governance, Applicant Tracking..., Business Analysis, EMR, Healthcare Information..., Application Portfolio..., Process Improvement, Onboarding, Talent Acquisition, Human Resources, Analysis, Internet Recruiting, Employee Benefits, Financial Analysis, Recruiting, Enterprise Architecture, Research, Sales, Microsoft Excel, Employee Relations, Healthcare, CA Clarity, EMR Training, Governance, IT Capital Planning, College Recruiting, Marketing, Due Diligence, Financial Modeling, eClinical Works, Real Estate, Valuation, Investments, Equities, Bloomberg, CompTIA A+ Certification, CompTIA Network+, Access, Hospitals
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
BBA, Economics
Stockholm University 2009 — 2009
Scotiabank April 2009 - July 2014
Lehman Brothers March 2000 - March 2008
Chase August 1997 - March 2000
Skills
Fixed Income, Emerging Markets, Portfolio Management, Trading, Capital Markets, Investments, Derivatives, Financial Markets, Options, Bloomberg, Financial Services, Mutual Funds, Wealth Management, Series 7, Equities, Investment Banking, Asset Management, Hedge Funds, FX Options, Bonds, Alternative Investments, Credit Derivatives, Securities, Credit
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Finance, General
City University of New York-Baruch College
BA, Finance and Economics
J.P. Morgan November 2014 - Present
Virginia & Ambinder, LLP August 2014 - September 2014
Lehman Brothers March 2012 - December 2013
Farrell Fritz, P.C. June 2013 - August 2013
Virginia & Ambinder LLP December 2011 - February 2012
Conway & Conway October 2011 - February 2012
Doyaga & Schaefer August 2011 - December 2011
WellCare August 2011 - November 2011
Lawline.com May 2011 - August 2011
Pasternack Tilker Ziegler Walsh Stanton & Romano, LLP February 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Outlook, Corporate Law, Access, Spanish, Commercial Litigation, Document Review, Intellectual Property, Public Speaking, Securities, Risk Management, Litigation Support, Litigation, Negotiation, Contract Negotiation, Corporate Transactional, Bankruptcy, Legal Writing, Financial Modeling, Legal Research, Securities Regulation, Mergers & Acquisitions, Private Equity, Real Estate Transactions, Corporate Governance
Education
Brooklyn Law School 2010 — 2013
Juris Doctor w/ Business Law Certificate, Corporate Law
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration (BBA), cum laude, Finance & Investments
Citigroup December 2013 - Present
Nomura September 2012 - November 2013
Barclays Capital September 2008 - August 2012
Lehman Brothers August 1997 - September 2008
Skills
Due Diligence
Education
Baruch College
Citi October 2012 - Present
Pearson August 2009 - October 2012
Pearson February 2009 - August 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers July 2001 - September 2008
Office.com 1999 - 2001
American Management Association January 1998 - September 1999
American Management Association July 1993 - January 1998
Skills
PMO, PMP, Team Building, Change Management, SDLC, Project Planning, Risk Management, Program Management, Business Analysis, Requirements Gatherine, Requirements Analysis, Strategic Planning, Communications, Building Relationships, Governance, Communication, Project Management, Quality Assurance, Budgets, Management, CRM, IT Management, Leadership, Human Resources, Project Portfolio..., Strategy, Business Process..., Vendor Management, IT Strategy
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
MBA, Marketing
Hofstra University 1987 — 1991
B.A., Communication Arts
Longs Peak Advisory Services, LLC September 2015 - Present
Ashland Partners June 2008 - September 2015
Crestone Capital Advisors July 2006 - June 2008
Lehman Brothers January 2004 - May 2006
NewBridge Partners, LLC 2000 - 2002
Skills
Alternative Investments, Performance Measurement, GIPS Compliance, Investments, Hedge Funds, Financial Services, Equities, Accounting
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
MS, Accounting
Pace University - Lubin School of Business 2000 — 2002
BBA, Business Management
Citigroup February 2009 - Present
Lehman Brothers July 2001 - February 2009
Deloitte & Touche April 2000 - July 2001
Interactive Data June 1981 - March 2000
Irving Trust Company 1978 - 1980
Irving Trust Company 1978 - 1980
Education
Boston University 1980 — 1984
MBA, General Business Management
Baruch College, City University of New York (CUNY) 1974 — 1978
BBA, computer methodology
MEC - GroupM (WPP) June 2015 - Present
Brand Connections May 2014 - March 2015
Sales Graphics February 2014 - May 2014
JWT (WPP) July 2013 - November 2013
Image Media August 2012 - July 2013
GroupShade.com May 2010 - August 2012
AIG March 2009 - May 2010
Financial Industry Regulatory Authority 2008 - 2008
Lehman Brothers 2007 - 2007
Education
Baruch College, City University of New York (CUNY)
MBA, Finance and Information Systems
Binghamton University, State School of New York
BA, Psychology
Roslyn High School
HSBC Securities Inc October 2005 - Present
CIBC World Markets October 2003 - August 2005
Lehman Brothers January 2001 - October 2003
Skills
Hedge Funds, Fund Of Funds, Fixed Income, Equities, Bonds, Trading, Back Office, Wealth Management, Derivatives, Capital Markets, Alternative Investments, Bloomberg, Structured Products, Securities, Swaps, Valuation, Financial Services, Equity Derivatives, FX Options
Education
Baruch College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Presbytarian Boys Secondary School 1988 — 1995
GCE A Levels, Science
Fidelis Care May 2014 - Present
Health Insurance Plans in New York City-HealthFirst/Metroplus May 2012 - April 2014
Consultant/Brooklyn, NY October 2010 - May 2012
U.S Department of Commerce/U.S. Census Bureau December 2008 - October 2010
Lehman Brothers February 1999 - September 2008
IBM March 1998 - February 1999
Skills
Computer Hardware, Servers, Microsoft Office, MS Project, Outlook, Medicare, Medicare Advantage, Managed Care, Medicaid Managed Care, Spanish, Cantonese, Team Leadership, Leadership, Interviews, Hiring, Timesheet, Schedules, Hubs, Constructive Feedback, Job Evaluation, HIPAA, Public Speaking, Sales Presentation..., Sales Management, Community Outreach, BMC Remedy, Toad, Networking, Sybase, Visio
Education
City University of New York-Baruch College 1994 — 1999
Bachelor of Business Administration (BBA), Computer Information System, 3.049
BNY Mellon December 2006 - Present
Lehman Brothers May 2004 - November 2006
Deloitte & Touche LLP May 1999 - May 2003
NY Life Insurance Co. May 1997 - May 1999
Skills
Risk Management, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Accounting, Auditing, Banking, Business Continuity, Enterprise Risk..., Financial Audits, Financial Services, Operational Risk...
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Accounting
The Lynd Company June 2006 - July 2009
America First Companies January 1989 - December 2005
Lehman Brothers January 1980 - June 1989
Levitt and Sons July 1977 - June 1980
Cavanagh Communities Corporation June 1976 - July 1977
Deloitte Touche Tohmatsu June 1975 - July 1976
Education
Baruch College, City University of New York (CUNY)
BS, Accounting
Prudential Financial October 2014 - Present
Citigroup May 2011 - October 2014
ALM Media (American Lawyer Media) May 2009 - May 2011
Lehman Brothers June 2005 - November 2008
Lehman Brothers June 2005 - January 2007
Skills
Onboarding, Applicant Tracking..., Recruiting, Employee Benefits, Employee Relations, Human Resources, Interviews, New Hire Orientations, Performance Management, Personnel Management, Hiring, PeopleSoft, Temporary Placement, Management, Sourcing, Strategy, Talent Acquisition
Education
City University of New York-Baruch College
Bachelor's, Human Resource Management
Standard Chartered Bank November 2012 - Present
Barclays April 2011 - November 2012
Lehman Brothers Holdings Inc. March 2009 - July 2010
Barclays Capital November 2008 - March 2009
Lehman Brothers August 1998 - September 2008
Morgan Stanley October 1992 - August 1998
Skills
Capital Markets, Fixed Income, Investment Banking, Credit Derivatives, Bloomberg, Derivatives, Equities, Middle Office, Prime Brokerage, Banking, Financial Modeling, Financial Services, Operational Risk, Treasury Management
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance & Investments
Debtwire 2015 - Present
Debtwire 2012 - 2015
Debtwire 2007 - 2012
Lehman Brothers 2005 - 2006
Skills
Financial Modeling, Value Investing, Municipal, Equities, Leveraged Finance, Debt, Equity Research, Credit, Valuation, Bloomberg, Private Equity, High Yield, Hedge Funds, Fixed Income, Derivatives, Asset Management, Financial Analysis, Alternative Investments, Industry Analysis, Investments, Credit Analysis, Bonds, DCF, Restructuring, Credit Risk, Economics, Forecasting, Cash Flow
Education
Columbia University in the City of New York 2015 — 2015
Executive Education
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA
University of Mumbai 2003 — 2005
Masters
University of Mumbai 1999 — 2002
Bachelors
Arch Insurance Group May 2014 - Present
JDRF September 2012 - May 2014
Tiffany & Co. November 2011 - May 2012
DGA Security Systems March 2009 - October 2011
Morgan Stanley May 2008 - March 2009
Lehman Brothers December 1998 - March 2008
Skills
WAN, Firewalls, MPLS, Switches, Network Design, Network Administration, Cisco Routers, F5 BigIP, Market Data, Low Latency, Disaster Recovery, Sybase, Catalyst Switches, Trading Systems, Data Center
Education
City University of New York-Baruch College 1996 — 2001
Master of Business Administration (MBA), Computer and Information Sciences and Support Services
Shivaji University 1989 — 1994
Bachelor's degree, Computer Engineering
Barclays Capital August 2010 - July 2014
Barclays Capital November 2008 - July 2010
Lehman Brothers July 2008 - October 2008
DTCC May 2007 - May 2008
UBS Wealth Management January 2007 - May 2007
Skills
Fixed Income, Options, Interest Rate Swaps, Middle Office, ISDA, Rates, Portfolio Management, Bloomberg, Derivatives, Bonds
Education
Lorenzo De' Medici Firenze 2008 — 2008
Study Abroad, Italian Renaissance Civilization & Culture
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, International Marketing
Shanghai University 2007 — 2007
Study Abroad, Business in Contemporary China, Chinese
PineBridge Investments February 2012 - Present
Cantor Fitzgerald July 2010 - February 2012
Neuberger Berman October 2006 - July 2010
Lehman Brothers 2006 - 2008
EisnerAmper LLP November 2003 - August 2005
Skills
Auditing, Fund Administration, Mutual Funds, Hedge Funds, Financial Reporting, Fund Accounting, Private Equity
Education
Baruch College 2000 — 2003
MBA, Accountancy
SUNY Stony Brook Health Sciences
Morgan Stanley August 2014 - Present
UBS Investment Bank February 2014 - August 2014
Citi May 2013 - December 2013
BARCLAYS CAPITAL INC. June 2012 - May 2013
LAMCO LLC March 2009 - July 2011
BARCLAYS CAPITAL INC. September 2008 - March 2009
LEHMAN BROTHERS September 2005 - September 2008
OMEGA EMS BROKERAGE January 2004 - September 2005
FIRST INVESTORS CORPORATION May 2002 - September 2003
MORGAN STANLEY SMITH BARNEY September 2000 - September 2001
Skills
Excel, PowerPoint, Word, Access, Bloomberg, ADP, ICE, ICAP, ASAP, HTML, DTC, Calypso, Quickbooks, Turbo Tax, Windows, Derivatives, Commodities, Options, Middle Office, Swaps, Fixed Income, Reconciliation, Oil&Gas, Forwards, 529 Plans, IRA's, Term Life Insurance, Whole Life, Mutual Funds, Annuities, Operations, SmartTicket, Spanish, Bulgarian, Hebrew
Education
Baruch College, Zicklin School of Business
Master of Business Administration, Concentration in Finance
Baruch College
Bachelor of Business Administration, Major: Finance and Investments; Minor: Computer Science
Monmouth University
Associate in Science, Finance
Brooklyn Technical High School
High School Diploma, Bio-Med Major
Ernst & Young November 1998 - Present
Salomon Brothers July 1994 - October 1998
Lehman Brothers January 1994 - July 1994
Ernst & Young July 1989 - January 1994
Skills
Equities, Governance, Investment Banking, Banking, Derivatives, Middle Office, Risk Management, Capital Markets, Internal Audit, Mergers & Acquisitions, Auditing, Internal Controls, Hedge Funds, Finance, Private Equity, Financial Analysis, Business Analysis, Due Diligence, Financial Services, Enterprise Risk..., Business Process..., Financial Modeling, Financial Institutions, Investments, Financial Reporting, Operational Risk..., Corporate Governance, Valuation, Sarbanes-Oxley Act, Corporate Finance, Management Consulting
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Accounting
Barclays October 2014 - Present
Barclays Capital September 2008 - August 2014
Lehman Brothers January 2000 - September 2008
Long Term Credit Bank of Japan May 1994 - December 2000
Nomura Research Institute January 1988 - May 1994
Skills
Trading Systems, Unix, Disaster Recovery, Cluster, Fixed Income, Solaris, Management, Market Data, Prime Brokerage, Investment Banking, High Availability, Infrastructure, Electronic Trading, Low Latency, Perl, Performance Tuning, Vendor Management, Enterprise Architecture, SDLC, Sybase, Unix Shell Scripting
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Computer systems
Infosys Consulting, Inc. April 2015 - Present
GFT January 2014 - April 2015
NY State Housing Finance Agency/ State of New York Mortgage Agency (SONYMA) July 2013 - January 2014
Citco August 2009 - July 2013
SunGard Data Systems January 2008 - August 2009
Lehman Brothers January 2006 - January 2008
Skills
Asset Managment, Business Analysis, Equities, Valuation, Portfolio Management, Investments, Hedge Funds, Finance, Accounting, Private Equity, Analysis, Mutual Funds, Account Reconciliation, Auditing, Data Analysis, Financial Services, Program Management, Securities, Credit, Project Management, Fund Administration, Venture Capital, Management, Mergers & Acquisitions, Tax, Banking, Risk Management, Asset Management, Financial Modeling, Strategic Financial..., Due Diligence, Financial Systems, General Ledger, Business Intelligence, Bloomberg, Cash Management, Financial Markets
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2006
Master of Science
State University of New York at Delhi 1996 — 2000
Bachelors of Business Administration
Citi January 2012 - Present
Citigroup January 2010 - January 2012
Citigroup April 2008 - January 2010
Lehman Brothers September 1997 - April 2008
Chase Manhattan Corporation June 1994 - September 1997
Skills
Middle Office, Asset Management, Credit, Fixed Income, Securities, Rates, FINRA, Strategy, Internal Audit, Trading Systems, Derivatives, FX Options, Investment Management, Project Planning, Risk Management, Valuation, Dodd-Frank, Capital Markets, Operations Management, Investment Banking, Trading, Prime Brokerage, Equities, Credit Derivatives, Hedge Funds, Electronic Trading, Equity Derivatives, Options, Structured Products, Bloomberg, Interest Rate..., Market Data, Financial Markets
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
MBA, Finance
Manhattan College 1990 — 1994
BS, Finance / MIS
St Anthony's
Neuberger Berman December 1994 - Present
Lehman Brothers November 2003 - November 2008
Baker & McKenzie June 1993 - May 1998
Education
Pace University 1995 — 2000
MBA, Ogranizational Behavior
Baruch College, City University of New York (CUNY) 1990 — 1995
BBA, Human Resources
Lehman Brothers July 2011 - Present
Oscar de la Renta May 2011 - July 2011
UCF Student Government Association September 2009 - May 2011
Skills
Leadership, Human Resources, Accounting, Financial Modeling, Microsoft Excel, Corporate Finance, Strategic Financial..., Access, Financial Reporting, Financial Analysis, SAP, Management, Microsoft Office, Customer Service, Market Research, Business Strategy, Analysis, Marketing Strategy, Investments, Project Management, Research, Data Analysis, Financial Accounting, PowerPoint, Business Analysis, Valuation, Finance, Microsoft Word, Time Management, Forecasting, Budgets
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Master of Business Administration (M.B.A.), Finance and Marketing
University of Central Florida - College of Business Administration 2007 — 2011
Bachelors of Science, Accounting
Citco Fund Services August 2011 - Present
BNP Paribas December 2009 - August 2011
Lehman Brothers Holdings Inc. September 2008 - December 2009
Lehman Brothers July 2008 - September 2008
Deutsche Bank May 2007 - January 2008
Wellington Management July 2006 - December 2006
Aviva Life Insurance June 2005 - December 2005
Skills
Fixed Income, Market Data, Bloomberg, Derivatives, Equities, Interest Rate..., Bloomberg Terminal, Bonds, Swaps, Middle Office
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Certificate of Advanced Finance and Investments, Finance
Northeastern University 2004 — 2008
BA, Finance and Marketing
Newtyn Management, LLC January 2014 - Present
Karsch Capital Management LP October 2006 - December 2013
PricewaterhouseCoopers 2003 - 2006
Lehman Brothers 2000 - 2002
Skills
Hedge Funds, Financial Reporting, Managed Accounts, Alternative Investments, Valuation, Bloomberg, Equities, Fund Accounting, Due Diligence, Asset Management, SEC filings, Eze Castle, Advent Axys, Equity Futures, Currency Forwards, Options, Equity Swaps, CFDs, FORM PF, Trade Operations
Education
Baruch College, City University of New York (CUNY) 2002 — 2003
MS, Accouting
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
Morgan Stanley 2012 - Present
Deutsche Bank 2010 - 2012
Oppenheimer & Co. 2008 - 2010
Lehman Brothers 2002 - 2008
Salomon Smith Barney 1998 - 2002
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Capital Markets, Derivatives, Investment Banking, Series 7, Investments, Asset Managment, Portfolio Management, FX Options, Valuation, Options, Structured Products, Investment Strategies, Trading, Wealth Management, Bonds, Investment Management, Electronic Trading, Cash Management, Due Diligence, Banking
Education
City University of New York-Baruch College 1995 — 1999
BBA, Finance, Economics, Accounting
Credit Suisse July 2014 - Present
TD August 2010 - July 2014
Bank of Tokyo-Mitsubishi UFJ April 2008 - August 2010
Lehman Brothers January 2007 - April 2008
Skills
Risk Management, Enterprise Risk..., Market Risk, Derivatives
Education
Baruch College, City University of New York (CUNY)
Banco Bilbao Vizcaya Argentaria September 2011 - Present
Sumitomo Mitsui Banking Corporation August 2006 - August 2011
Lehman Brothers June 2004 - June 2006
Skills
Credit Risk, Investment Banking, Derivatives, Commercial Banking, Capital Markets, Credit Analysis, Portfolio Management, Financial Markets, Corporate Finance, Retail Banking, Loans, Risk Management, Financial Risk, Equities, Structured Finance, Bloomberg, Financial Modeling, Banking, Financial Analysis, Credit, Valuation, Investments, Microsoft Excel, Mergers & Acquisitions, Financial Structuring, Due Diligence, Finance
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Union Bank of California / Bank of Tokyo-Mitsubishi UFJ February 2014 - Present
JPMorgan Chase March 2013 - February 2014
RBC Capital Markets September 2011 - March 2013
Citigroup May 2006 - September 2011
Merrill Lynch January 2000 - May 2006
Lehman Brothers April 1995 - January 2000
Metallgesellschaft 1992 - 1995
KPMG Peat Marwick 1990 - 1992
Skills
Fixed Income, Banking, Equities, Financial Risk, Business Process..., FX Options, Internal Controls, Market, COSO Framework, Auditing, Leadership, Portfolio Management, Capital Markets, Asset Managment, Risk Management, Program Management, Finance, Re-engineering, SOX Compliancy, Credit Risk, Business Process, Analysis, Valuation, Sarbanes-Oxley Act, Derivatives, Operational Risk..., Operational Risk, Financial Services, Strategy, Hedge Funds, Financial Analysis, Trading, Investment Banking, Trading Systems, Enterprise Risk..., Financial Modeling, Management, Bloomberg, Business Analysis, Securities
Education
Columbia University in the City of New York 1982 — 1986
BA, Economics
Baruch College 1986 — 1992
MBA, Accounting
Schreiber High School 1979 — 1982
High School
Guggenheim 1974 — 1977
Elementary School
Nomura Securities November 2011 - Present
Barclays Capital August 2009 - November 2011
Deutsche Bank August 2008 - August 2009
Lehman Brothers January 2008 - September 2008
ShoreGroup August 2000 - December 2007
Moodys Investor Services 2006 - 2007
Automated Travel Systems 1998 - 1999
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, CIS
Eland Capital a division of THE WILLIAMS CAPITAL GROUP, L.P. September 2011 - Present
New York Theological Seminary 2012 - 2014
Lehman Brothers 1989 - 2008
Skills
Capital Markets, Equities, Fixed Income, Investment Banking, Hedge Funds, Derivatives, Alternative Investments, Securities, Private Equity, Series 7, Theology, Emerging Markets, Fundraising, Options, Venture Capital, Financial Modeling, Leadership, Structured Products, Asset Management, Trading, Structured Finance, Financial Markets, Valuation, Investments, Bonds, Financial Structuring, Equity Trading, Investment Management, Investor Relations, Equity Research, Investment Strategies, Bloomberg, Investment Advisory, Credit Derivatives, FX Options, Fund Of Funds, Financial Services, Trading Systems, Corporate Development, Portfolio Management, Due Diligence, Private Placements, Equity Derivatives, Series 63, Capital Raising, Asset Allocation, Corporate Finance, Electronic Trading
Education
New York Theological Seminary 2004 — 2012
Doctorate of Ministry, Theology
Columbia University - Columbia Business School 2006 — 2009
Business Certificate, Executive Program
Baruch College, City University of New York (CUNY) 1983 — 2002
Bachelor, Political Science International Relations
Baruch College in New York
Ms. Fidelia holds a B.A; Doctorate of Ministry, Political Science
Blue Cross Blue Shield of Michigan May 2014 - Present
SS&C GlobeOp March 2011 - May 2014
McLagan September 2010 - March 2011
Susquehanna International Group October 2009 - September 2010
Credit Suisse April 2009 - September 2009
Barclays Capital October 2008 - January 2009
Lehman Brothers July 2003 - October 2008
Education
Baruch College 2006 — 2010
MBA, FINANCE
Stony Brook University 1998 — 2003
Bachelors, Business Mgmt / Economics
Geller & Company February 2011 - Present
Robinson Lerer & Montgomery October 2004 - January 2011
Lehman Brothers June 2002 - October 2004
Lehman Brothers June 2001 - August 2001
Jewelers Security Alliance August 1998 - March 2001
Skills
VMware, Citrix, Blackberry Enterprise..., VMware Infrastructure, VMware ESX, vSphere, HP, Powershell, Windows Server 2008, Windows Server 2003, Active Directory, Windows, Servers, Messaging, Desktop Support, Documentation, Windows Server, DNS, Virtualization, Operating Systems, Troubleshooting, Blackberry, System Administration, XP, Microsoft Office, Computer Hardware, DHCP, Windows 7, Backup Exec, Group Policy, Laptops, Microsoft Exchange, Solarwinds, Technical Support, SharePoint, Infrastructure
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
B.B.A, Computer Information Systems
Bank of America August 2011 - Present
Barclays Capital (acquired Lehman Brothers in 2008) September 2008 - August 2011
Lehman Brothers July 1999 - September 2008
Merrill Lynch April 1998 - July 1999
Banco Santander January 1997 - March 1998
Industrial Bank of Japan 1994 - 1997
Skills
SDLC, PL/SQL, ITIL, Data Management, Capital Markets, Equities, Sybase, Trading, Investment Banking, Data Warehousing, Requirements Gathering, IT Management, Application Development, Pro*C, Strategy, Databases, Oracle, Business Intelligence, Analytics, Banking, IT Service Management, Software Development, Business Analysis, Management, Enterprise Architecture, Trading Systems, Vendor Management, IT Strategy, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Business Administration
National Institute of Technology Karnataka
Bachelor of Technology (BTech), Electrical and Electronics Engineering
University of Pittsburgh
MSEE, Semiconductor Technology
Barclays Capital September 2008 - Present
Lehman Brothers October 2005 - September 2008
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
Barclays Capital September 2008 - Present
Lehman Brothers February 2007 - Present
SIAC November 1998 - December 2006
Lockheed Martin March 1997 - November 1998
Skills
Analysis, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, HP-UX, Manual Testing, Quality Assurance, Quality Center, MS Project, Regression Testing
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
MBA, Finance, International Business
University of Rochester 1991 — 1995
BA, Mechanical Engineering
Scotiabank Global Banking and Markets May 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers July 2004 - September 2008
CIBC World Markets April 2000 - July 2004
Concordia Advisors July 1998 - April 2000
Merrill Lynch January 1996 - July 1999
Skills
Prime Brokerage, Equities, Options, Securities Lending, Derivatives, Capital Markets, Futures, Collateral Management, Liquidity Management, Balance Sheet, Series 7, Series 63, Structured Finance, Equity Trading, Proprietary Trading, Finance, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
Barclays January 2013 - Present
Barclays Capital September 2008 - Present
Lehman Brothers September 2001 - September 2008
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Binghamton University 1997 — 2001
BS, Computer Science
FAIR Health, Inc. January 2015 - Present
FAIR Health Inc. January 2013 - December 2014
Barclays Capital September 2008 - July 2010
Lehman Brothers February 2006 - September 2008
Skills
VBA, SAS, C++, Java, SQL, Unix, Perl, Statistics, Statistical Modeling, Multivariate Statistics, Stochastic Processes, Calculus, Tutoring, Communication
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
MS, Quantitative Methods and Modeling; Concentration: Statistics
Emory University 2001 — 2005
BS, Computer Science
JPMorgan August 2007 - Present
Bank of America June 2003 - August 2007
Lehman Brothers June 2000 - June 2003
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA
Stony Brook University 1996 — 2000
Columbia Engineering
Certification, Financial Engineering
Barclays Capital 2008 - Present
Lehman Brothers April 2007 - October 2008
PriceWaterhouseCoopers Ltd. 2006 - 2007
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
JPMorgan Chase May 2012 - July 2013
Barclays Capital September 2008 - December 2011
Lehman Bros. August 1993 - September 2008
Lehman Brothers August 1993 - September 2008
Lehman Brothers 1993 - September 2008
Skills
VoIP, Vendor Management, Avaya, Business Analysis, Avaya Site..., Project Management, Telecommunications, Network Engineering, MS Project, Networking, Market Data, Leadership, ITIL, Business Process..., Disaster Recovery, Cisco Call Manager, Information Security
Education
City University of New York-Baruch College 1989 — 1993
Bachelor of Business Administration, Marketing
U.S. Securities and Exchange Commission 2013 - Present
Ashton Lane Group, Inc 2007 - 2013
RBC Capital Markets 2005 - 2007
Lehman Brothers 1997 - 2005
SBC Warburg 1994 - 1997
Education
Baruch College, City University of New York (CUNY)
Digital Coda LLC June 2006 - Present
Nielsen Media August 2010 - August 2010
Tradeware June 2008 - January 2009
Epsilon Interactive April 2006 - June 2006
AIG January 2006 - March 2006
Lehman Brothers September 2004 - October 2005
Viewpoint January 2004 - January 2004
SIAC/NYSE February 2001 - May 2002
Spherion 2000 - 2001
Spherion 2000 - 2001
Skills
Sun Certified Java..., Perl Development, Unix Shell Scripting, JavaScript, HTML 5, Unix Operating Systems, Linux, SQL, TCP/IP, CVS, Apache HTTP, Python, Perl Automation, Unix
Education
Baruch College 1993 — 1997
BBA, Computer Information Systems
JPMorgan Chase January 2014 - Present
JP MORGAN CHASE July 2007 - January 2014
Lehman Brothers May 2006 - January 2007
Lehman Brothers May 2005 - January 2006
Lehman Brothers January 2004 - May 2005
Skills
Data Center, Microsoft Exchange, Servers, Switches, Cisco Technologies, IT Service Management, IT Management, IT Infrastructure...
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (MBA)
Stevens Institute of Technology 2002 — 2007
Bachelor of Engineering (B.E.)
Barclays September 2008 - Present
Lehman Brothers July 2006 - September 2008
Citigroup/Lava Trading February 2005 - July 2006
Instinet Corporation March 1997 - February 2005
Skills
Hedge Funds, Electronic Trading, Trading Systems, Derivatives, Investments, FX Options, Securities, Equities, Financial Markets, Fixed Income, Risk Management, Investment Banking, Series 7, Equity Trading, Financial Services, Capital Markets, Market Data, Portfolio Management, Equity Research, Options, Bloomberg, Equity Derivatives, Series 63, Trading, Pricing, Alternative Investments, Asset Management, Business Development
Education
Baruch College, City University of New York (CUNY)
MBA
New York Law School
JD
University at Albany, SUNY
BA
Vontobel Asset Management August 2010 - Present
JP Morgan September 2008 - March 2010
Lehman Brothers November 2005 - September 2008
Vales Consulting Group June 2001 - November 2005
Skills
Fixed Income, Settlement, Middle Office, Securities Lending, Hedge Funds, Prime Brokerage, Equities, Bloomberg, Equity Derivatives, Derivatives
Education
City University of New York-Baruch College 2000 — 2005
Bachelor of Business Administration (BBA), Finance & Investments
Corona Vision July 2015 - Present
SUNY College of Optometry December 2014 - September 2015
Credit Suisse May 2007 - December 2008
Lehman Brothers 2004 - 2007
Skills
Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Medicine
Education
SUNY College of Optometry 2011 — 2015
Doctor of Optometry, Optometry
Baruch College, City University of New York (CUNY) 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Investments
New York Life Insurance December 2010 - Present
New York Life Insurance Company July 2006 - November 2010
ABC Studios Signage November 2005 - April 2006
Lehman Brothers May 2005 - September 2005
Bravo Pizza May 2004 - September 2004
Francis S End D.D.S April 2002 - August 2002
Skills
Insurance, Access, Term Life Insurance, Lotus Notes, Visio, Adobe LiveCycle Designer, Business Analysis, HTML, eForms, SoapUI, Mainframe, Call Center, Customer Service, eSign, Adobe LiveCycle, Pronto, Call Centers, Windows 7, AFP, SDLC, SQL, Requirements Analysis, Adobe Livecycle..., Electronic Signatures, AlphaTrust, SOAP, JavaScript, Java, XML, XML Schema, COBOL, JCL, CSS, Image Editing, Fiddler, lotus no, Microsoft Office, Microsoft Project, Putty, Software Development, Requirements Gathering, Testing
Education
City University of New York-Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance
Francis Lewis High School 1998 — 2002
Diploma, Computer and Information Sciences and Support Services
Barclays Capital September 2008 - Present
Lehman Brothers February 2000 - September 2008
TOGGLE ENTERTTAINMENT, INC. September 1999 - January 2000
Time Warner Cable January 1999 - August 1999
Skills
Trading Systems, Sybase, SDLC, SQL, Unix, C#, Microsoft SQL Server, Perl, Core Java, Crystal Reports, CAMEL, Informatica, .NET, Unix Shell Scripting, Requirements Gathering
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Computer Information Systems
bank hapoalim December 2006 - Present
ING Bank N.V. 2001 - 2006
Lehman Brothers January 1987 - June 1997
Education
Baruch College, City University of New York (CUNY) 1979 — 1982
Master of Business Administration (MBA), Internatinal Business and Finance
Yeshiva University 1975 — 1979
Pequot Capital Management 1997 - Present
Caris & Company 2003 - 2005
Lehman Brothers 1986 - 1994
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
Morgan Stanley October 2012 - Present
BNP Paribas March 2012 - September 2012
Credit Suisse September 2011 - January 2012
MarketAxess May 2011 - August 2011
Bank of America Merrill Lynch December 2010 - April 2011
Goldman Sachs December 2009 - November 2010
Barclays Capital September 2008 - March 2009
Lehman Brothers August 2005 - September 2008
Spring Pools Lane 1980 - 2000
Skills
Fixed Income, Business Analysis, Project Management, Derivatives, Trading, Options, Risk Management, Portfolio Management, Hedge Funds, Equities
Education
Baruch College, City University of New York (CUNY) 2002 — 2003
MS Finance, International Finance
Boston University
BS Journalism, Communications
Barclays September 2008 - Present
Lehman Brothers 1964 - September 2008
Education
Baruch College, City University of New York (CUNY) 1969 — 1974
Williams Lea June 2010 - Present
Lehman Brothers May 2005 - December 2008
JPMorganChase 2000 - 2005
LaGuardia Community College October 1996 - March 2000
Skills
Graphic Design, Photoshop, Microsoft Office, Illustrator, PowerPoint, Social Media, Project Management, Microsoft Excel, Editing, Microsoft Word, Marketing Communications, Advertising, System Administration, Social Networking, Windows, Adobe Acrobat, Adobe Creative Suite, Computer Graphics, Mac, Nonprofits, Management, Public Speaking, Training
Education
Columbia University in the City of New York 2015 — 2018
Business Administration and Management, General
Baruch College, City University of New York (CUNY) 2014 — 2015
Operations Management and Supervision
Hampton University 1993 — 1996
IPG May 2011 - August 2013
Ogilvy & Mather August 2008 - May 2011
Lehman Brothers January 2008 - June 2008
Prime Access 2002 - 2007
Uniworld Group January 2000 - September 2002
Bates USA June 1994 - December 1999
Skills
Online Advertising, Collateral, Strategy, Outdoor Advertising, Budgets, Radio, Integrated Marketing, Advertising, Digital Marketing, Digital Strategy, Relationship Marketing, Direct Marketing, Marketing Communications, Marketing Strategy, Interactive Marketing, Account Management, Creative Strategy, Media Planning, Direct Mail, E-commerce, CRM, Cross-functional Team..., Competitive Analysis, Creative Direction, Marketing, Analytics, B2B Marketing, Brand Architecture, Brand Development, Brand Management, Business Strategy, Customer Insight, Email Marketing, Graphic Design, Interactive Advertising, Management, Market Planning, Market Research, Marketing Management, Marketing Research, Mobile Marketing, Multi-channel Marketing, Online Marketing, Project Management, SEM, Segmentation, Social Media Marketing, Strategic Planning, Television, Web Analytics
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2010
MBA, Marketing
Baruch College, City University of New York (CUNY) 1991 — 1994
BBA, Marketing (concentration in Advertising)
Wagner College 1987 — 1990
N/A, Liberal Arts
Hewlett-Packard February 2015 - Present
Hewlett-Packard November 2011 - Present
Hewlett-Packard October 2010 - October 2011
Unitiv April 2009 - October 2010
Sun Microsystems August 2005 - April 2009
StorageTek 2003 - 2005
Storage Tek 2001 - 2005
idEXEC Inc., an infoUSA Company. 2000 - 2003
idEXEC 2000 - 2003
Lehman Brothers 1997 - 2000
Skills
Solution Selling, Storage, Channel, Cloud Computing, SaaS, Enterprise Software
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
Barclays Capital September 2008 - Present
Lehman Brothers October 1981 - September 2008
Skills
Business Planning, Leadership, Investment Banking, Bloomberg, Market Data, Financial Services, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 1984 — 1989
MBA, Finance
University of Rhode Island 1977 — 1981
Bachelor of Science (B.S.)
Neuberger Berman 2009 - Present
Lehman Brothers July 2008 - 2009
Lincoln Center for the Performing Arts September 2001 - July 2008
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Finance
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Finance
TD Ameritrade June 2010 - Present
Valiant Insurance Group December 2008 - June 2011
Hedge Fund Industry April 2008 - October 2008
Merrill Lynch February 1998 - April 2008
Lehman Brothers August 1997 - February 1998
MasterCard 1995 - 1995
Skills
NetApp, VMware, Powershell, Linux, Windows, ASP, HTML, VBScript, Shell Scripting, Windows NT, Cluster, VMware ESX, Disaster Recovery, IIS, Citrix, Virtualization, Storage Area Networks, VDI, Active Directory, Enterprise Architecture, Operating Systems, Vendor Management, SAN, Cloud Computing, Data Center
Education
Baruch College 1994 — 2005
Bachelor of Science (BS)
City University of New York-Baruch College 1993 — 2005
Bachelor of Science (BS), CIS
Moody's Corporation April 2013 - January 2014
Barclays Capital September 2008 - March 2012
Lehman Brothers June 1999 - September 2008
Venator Group January 1996 - May 1999
Skills
Asset Managment, Contract Management, Business Analysis, Business Process, Business Process..., Data Analysis, Project Management, IT Service Management, Market Data, Management, Vendor Management, Disaster Recovery, Strategy, Governance, Financial Services, Asset Management, Procurement, Business Intelligence, Business Process..., Outsourcing, Sourcing, Budgets, Software Asset..., Risk Management, SDLC, IT Strategy, Process Improvement, ITIL, Change Management, Infrastructure...
Education
City University of New York-Baruch College
Monroe Community College
AS, Business Administration
AIG Technologies January 2003 - Present
American International Group (AIG) OCIO, New York, NY May 1998 - December 2002
Lehman Brothers 1988 - 1998
Skills
Disaster Recovery, Data Center, Vendor Management, ITIL, Troubleshooting, IT Management, VMware, SDLC, Business Continuity, Program Management, Technical Support, Business Analysis, IT Strategy, Microsoft Exchange, SharePoint, Active Directory, Enterprise Architecture, Project Management, Servers, Virtualization, Telecommunications, IT Operations, Process Improvement, Cisco Technologies
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
Lehman Brothers Holdings Inc. June 2011 - Present
Barclays Capital November 2009 - June 2011
Barclays Capital September 2008 - November 2009
Lehman Brothers November 2007 - September 2008
Reliance Insurance July 1994 - October 2007
KPMG Audit 1990 - 1994
Skills
C.P.A. - State of N.Y., Accounting, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Account Reconciliation, Auditing, Strategic Financial..., Due Diligence, Risk Management, Finance, Corporate Finance, Budgets, Financial Modeling, Management, Financial Planning, Sarbanes-Oxley Act, Analysis
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
MBA, Finance & Investments
University at Buffalo 1986 — 1990
BS, Accounting
Bassett Healthcare Network April 2014 - Present
Achieve with Chess October 2013 - Present
BSG Investments October 2005 - Present
Chess in the Schools September 2011 - August 2012
CS First Boston March 1996 - April 2001
Lehman Brothers April 1993 - April 1996
Prudential Securities 1990 - 1993
Prudential Financial 1989 - 1993
Prudential Securities 1989 - 1992
Skills
Mortgage Lending, Investments, Sales, Equities, Investment Properties, Trading, Coaching, Strategic Planning, Strategy, Public Speaking, Social Media
Education
State University of New York College at Oneonta 1984 — 1988
Bachelors of Arts, Psychology
City University of New York-Baruch College
Biology, General
Social Security Administration August 2014 - Present
JPMorgan Chase April 2012 - April 2014
JPMorgan Chase September 2011 - April 2012
Lehman Brothers February 2007 - October 2008
Wells Fargo Home Mortgage July 2005 - June 2006
AEGIS MORTGAGE CORPORATION December 2002 - July 2005
Skills
Administraton, Multitasking, Client Services, Corporate Communications, Finance, Customer Support, Office Administration, Fixed Income, Derivatives, Mortgage Lending, Bloomberg, Equities, Investment Banking, Credit, Hedge Funds, Capital Markets, Financial Services, SPSS, Policy Analysis, Quantitative Analytics, Program Evaluation, Series 7, Analysis, Securities, Loan Servicing, Valuation, Credit Analysis
Education
John Jay College of Criminal Justice 2011 — 2014
MPA, Management and Operations, 3.74
City University of New York-Baruch College 2001 — 2007
BA, Corporate Communications
Kingsborough Community College 1999 — 2000
Associates Degree, Liberal Arts
The Depository Trust & Clearing Corporation December 2013 - Present
NASDAQ September 2011 - December 2013
Barclays September 2008 - September 2011
Lehman Brothers August 2006 - September 2008
UBS May 2000 - August 2006
Skills
Security, Risk Assessment, Disaster Recovery, CISA, IT Audit, IT Governance, Business Continuity, Vulnerability Assessment, Security Audits, Infrastructure Security, Application Security, Governance, Information Security..., Information Technology, Internal Controls, Internal Audit, Information Security, Enterprise Risk..., COBIT, SAS70, ISO 27001, Auditing, PCI DSS, Operational Risk..., IT Risk Management, Operational Risk, Sarbanes-Oxley Act, CISSP, Financial Risk, Risk Management, Investment Banking, Business Continuity...
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BBA, Computer Information Systems
Credit Suisse March 2013 - Present
Credit Suisse March 2009 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers January 2006 - September 2008
Siemens July 2004 - December 2005
KPMG May 2000 - July 2004
Thomson Financial April 1998 - May 2000
Thomson Financial March 1996 - April 1998
Skills
SDLC, PMO, Project Management, Process Improvement, Management, Data Warehousing, Business Analysis, Project Portfolio..., Project Delivery
Education
Pace University 2006 — 2008
MS, Internet Technology
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Finance
Credit Suisse May 2011 - Present
Credit Suisse October 2008 - May 2011
Lehman Brothers June 2005 - October 2008
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
University of Miami - School of Business 2001 — 2005
Barclays Capital November 2008 - Present
Lehman Brothers January 2007 - Present
Misys Banking Systems December 2004 - December 2006
Toronto Dominion Securities LLC September 2000 - July 2004
Credit Agricole Indosuez July 1999 - September 2000
UBS March 1987 - June 1999
Education
New York Institute of Technology 2003 — 2005
MBA, General
Baruch College, City University of New York (CUNY) 1987 — 1995
BBA, Economics
HSBC March 2014 - Present
Mark M. Rosenbaum LLC February 2014 - Present
Societe Generale November 1998 - January 2014
Lehman Brothers 1988 - 1998
Citibank September 1981 - January 1988
Skills
Fixed Income, Credit Derivatives, Derivatives, Equity Derivatives, Structured Products, Equities, FX Options, Bonds, Financial Markets, Financial Services, Market Data, Options, Back Office, Bloomberg, Trading
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
BBA, International Business
Yeshiva University High School 1973 — 1977
Citi October 2008 - Present
Citi October 2008 - December 2010
Lehman Brothers April 1985 - September 2008
Skills
Finance, Middle Office, Back Office, Analysis, Microsoft Office, Microsoft Excel, Budgets, PowerPoint, Equities, Fixed Income, Straight Through..., Team Building, Customer Service, Mentoring, Management, Process Improvement, Teamwork, Time Management, Troubleshooting, Capital Markets, Business Analysis, Securities, Risk Management, Settlement, Risk Operations
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Statistics
Sakar International, Inc. May 2015 - Present
Brilliant Jewelers / MJJ Inc. October 2014 - April 2015
Jay Gems May 2014 - October 2014
JW Consulting October 2013 - April 2014
Leo Schachter Diamonds October 2002 - September 2013
JPMorgan Chase November 1996 - October 2002
Lehman Brothers June 1987 - November 1996
Skills
Financial Analysis, Business Analysis, Derivatives, Mergers, Mergers & Acquisitions, Microsoft Excel, Business Strategy, Management Consulting, Strategic Financial..., Finance, Management, Strategic Planning, Forecasting, Analysis, Leadership, Budgets, Financial Reporting, Team Building, Investments, Strategy, Risk Management, Business Planning, Operations Management, Due Diligence, Banking, Entrepreneurship, Negotiation, New Business Development, Retail, Business Intelligence, Real Estate, Team Leadership, Equities, E-commerce, Marketing Strategy, Financial Modeling, Portfolio Management, Marketing
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
The Depository Trust & Clearing Corporation January 2014 - Present
HSBC 2013 - Present
Barclays Capital September 2008 - January 2013
Pzena Investment Management January 2008 - September 2008
Lehman Brothers June 2006 - June 2008
Skills
Valuation, Financial Analysis, Bloomberg, Problem Solving, Structured Finance, Fixed Income, Derivatives, Product Control, Trading, Finance, Portfolio Management, Emerging Markets, Investment Banking, Hedge Funds, Financial Risk
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Finance and Investments, Business Administration
Prudential Financial February 2014 - Present
The International Investment Group August 2008 - December 2013
Lehman Brothers January 2007 - August 2008
PricewaterhouseCoopers September 2005 - January 2007
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Bachelors in Business Administration, Accounting
WeiserMazars LLP September 2014 - Present
WeiserMazars LLP May 2013 - April 2014
Plough Penny Partners March 2011 - August 2011
Littler Mendelson May 2011 - July 2011
New York Legal Assistance Group August 2010 - December 2010
Wachtell, Lipton, Rosen & Katz July 2009 - May 2010
Income & Asset Advisory, Inc. February 2009 - May 2009
TD Ameritrade September 2008 - December 2008
Lehman Brothers September 2007 - December 2007
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
MBA, Accounting (including CPA Program)
Brown University 2005 — 2009
AB, History
Barclays Capital September 2008 - Present
Lehman Brothers September 2000 - September 2008
Fleet Bank January 1996 - September 2001
Bank of Tokyo-Mitsubishi 1995 - 1997
The Chase Manhattan Bank 1991 - 1996
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
Holy Cross High School 1982 — 1986
Morgan Stanley August 2015 - Present
Barclays Capital September 2008 - July 2015
Lehman Brothers February 2003 - September 2008
Lehman Brothers January 2001 - January 2003
iXL January 1999 - January 2001
Citi January 1996 - December 1998
Uni-Mail October 1994 - December 1995
City University of New York January 1993 - December 1994
Bank of Communications Limited September 1990 - December 1992
Skills
Swaps, Weblogic, Java, Databases, Portals, Equities, Equity Derivatives, Sybase, Prime Brokerage, Market Data, JMS, TIBCO, Spring, Trading, Unix Shell Scripting, Java Enterprise Edition, Trading Systems, SDLC, Hedge Funds, Portfolio Management, Financial Risk, Fixed Income, ETFs, Options, Electronic Trading, Low Latency
Education
Baruch College, City University of New York (CUNY) 1995 — 1996
MBA Core Courses
City University of New York 1993 — 1994
MA, STATISTICS and OPERATIONS RESEARCH
South China University of Technology 1986 — 1990
BA, APPLIED MATH
Affiliated High School of South China Normal University 1983 — 1986
High School
Shore Orthopaedic Group May 2012 - Present
MBAMM November 2011 - Present
Lehman Brothers February 1994 - October 2008
Education
Brookdale Community College 2011 — 2011
HIT - EMR Implementation Specialist
Devry Institute 1997 — 2000
A.S, Telecommunications
Baruch College, City University of New York (CUNY) 1983 — 1988
B.A., Business Administration
Citi Group (Formerly Barclays Capital and alsoformerly Lehman Brothers employee) April 1986 - Present
Lehman Brothers April 1986 - Present
Barclays Capital 2008 - 2009
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
MBA, Finance, Information Technology, Accounting
New York University 1978 — 1982
BS, Computers
Leadership Prep Brownsville July 2009 - Present
Barclays Capital September 2005 - Present
Lehman Brothers September 2005 - Present
JPMorgan Chase June 2001 - August 2005
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Finance and Investments
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Finance and Investments
Lehman Brothers 2004 - 2006
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA
Stony Brook University 2000 — 2004
BS, Computer Science, Business Management
Barclays Capital April 2009 - Present
Lehman Brothers October 2005 - March 2009
A & E Television Networks June 2005 - October 2005
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MS, Industrial Labor Relations/Human Resources
Binghamton University 1998 — 2002
BS, Psychology
Emsoga Corp March 2012 - Present
JPMorgan Chase May 2014 - Present
Royal Bank of Scotland May 2012 - February 2014
Bank of America March 2012 - May 2012
Bank of America February 2011 - February 2012
Credit Suisse June 2009 - February 2011
Lehman Brothers April 2007 - November 2008
Citigroup 2003 - 2007
JPMorgan Chase June 2001 - February 2003
RoyalBlue Financial Corp April 2000 - February 2001
Skills
Fixed Income, Capital Markets, Investment Banking, Equities, FX Options, Financial Modeling, Credit Risk, Credit Derivatives, Operational Risk..., Risk Management, Derivatives, Interest Rate..., Equity Derivatives, Financial Services, Business Analysis, Back Office, Financial Risk, Market Risk, Collateral Management, Finance, Credit, Trading Systems, SDLC, Banking
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
BBA, Finance
Stuyvesant HS 1987 — 1991
Kuntaw Kali
MetLife January 2009 - Present
JPMorganChase March 1998 - October 2008
JPMorgan 1998 - 2006
Lehman Brothers 1993 - 1998
Ernst & Young August 1984 - October 1993
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Public Accounting
Barclays Investment Bank April 2013 - Present
Barclays October 2008 - March 2013
Lehman Brothers November 2000 - October 2008
Skills
Contract Negotiation, Event Management, Budgets, Asset Managment, Project Management, Event Planning, Negotiation, Procurement, Process Improvement, Relationship Management, Microsoft Excel, Corporate Events, Business Strategy
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
BA, Corporate communications
AIG February 2013 - Present
PricewaterhouseCoopers 2010 - 2012
New York Life International, International Investments, Office of Chief Investment Officer April 2008 - December 2008
New York Life, Risk Management August 2007 - April 2008
Gaja Capital August 2006 - September 2006
Citigroup Venture Capital May 2006 - July 2006
Lehman Brothers 2004 - 2005
Lehman Brothers 2004 - 2005
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Bloomberg, Due Diligence, Equities, Fixed Income, Derivatives, Hedge Funds, Equity Research, Portfolio Management, Financial Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
Master of Business Administration (MBA)
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA)
Citi July 2014 - Present
Citi December 2010 - Present
Barclays Investment Bank November 2008 - November 2010
Lehman Brothers 1986 - 2008
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
Master of Business Administration (M.B.A.), Finance
New York University 1978 — 1982
Bachelor of Science (B.S.), Computer Application and Information Systems & Accounting
JPMorgan Chase & Co. October 2014 - Present
Barclays Capital November 2008 - Present
Lehman Brothers August 2007 - October 2008
AIG October 2006 - August 2007
Morgan Stanley 2003 - 2006
Skills
Hedge Funds, Asset Management, Bloomberg, Business Analysis, Financial Reporting, Microsoft Excel, Capital Markets, Equities, Access, Corporate Finance, Investment Banking, Prime Brokerage, Fixed Income, Financial Modeling, Derivatives, Valuation, Banking, Emerging Markets, Equity Derivatives, Structured Products
Education
City University of New York-Baruch College 2001 — 2001
BBA, Business Administration, Management and Operations
JPMorgan Chase April 2014 - Present
GRMS IT Deutsche Bank October 2013 - April 2014
Citi March 2003 - May 2013
Deutsche Bank September 1999 - March 2003
Citigroup 1997 - 1999
Salomon Brothers 1996 - 1997
Morgan Stanley 1990 - 1993
JPMorgan March 1990 - 1992
Lehman Brothers July 1988 - 1991
NYNEX 1985 - 1991
Skills
Integration, Trading Systems, Unix, Fixed Income, Virtualization, Servers, Strategy, Derivatives, Market Data, Capital Markets, Prime Brokerage, Electronic Trading, Management, Networking, Operating Systems, Investment Banking, Equities, Hedge Funds, Low Latency, Interest Rate..., Middle Office, Equity Derivatives, Credit Derivatives, Network Management..., Structured Products, Mergers & Acquisitions
Education
City University of New York 1981 — 1985
not completed PhD. in, Electrical Engineering
City University of New York City College 1979 — 1980
M.S., Computer Science / Electrical Engineering
Baruch College, City University of New York (CUNY) 1978 — 1979
M.B.A, International Finance
City University of New York City College 1972 — 1976
B.S., Computer Science
JP Morgan Asset Management August 2011 - Present
PineBridge Investments Formerly AIG Investments August 2008 - August 2011
Lehman Brothers July 2005 - August 2008
Skills
Equities, Corporate Finance, Portfolio Management, Capital Markets, Derivatives, Private Equity, Asset Managment, Financial Analysis, Investments, Hedge Funds, Financial Modeling, Valuation, Fixed Income, Alternative Investments, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
MBA, Finance & Investments
Rutgers University-New Brunswick 1997 — 2001
BS, Computer Science
Barclays February 2014 - Present
Barclays Capital September 2008 - February 2014
Lehman Brothers 2004 - 2008
Prudential Securities 1998 - 2004
Skills
Investment Banking, Fixed Income, Capital Markets, Trading Systems, Equities, Corporate Finance, Bloomberg, Credit Derivatives
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
BBA, Accounting
Morgan Stanley January 2010 - Present
Barclays Capital October 2008 - January 2010
Lehman Brothers January 2008 - October 2008
PwC September 2001 - January 2008
PwC July 1995 - August 2001
Skills
Capital Markets, Private Equity, Valuation, Hedge Funds, Investment Banking, Derivatives, Due Diligence, Equities, Risk Management, Financial Analysis
Education
Shanghai Institute of Foreign Trade 1991 — 1995
Bachelor of Arts (BA), International Business/Trade/Commerce
Baruch College
Master's degree, Accounting and Finance
Lehman Brothers 1985 - 2008
Education
Baruch College, City University of New York (CUNY)
Accounting
BNP Paribas October 2014 - Present
Barclays Investment Bank 2010 - 2014
Barclays / Lehman Brothers 1992 - 2010
Lehman Brothers 1990 - 1992
Skills
Equity Derivatives, Equity Swaps, Structured Products, Derivatives, Securities Lending, Equities, Middle Office, Collateral Management, Trading Systems, Prime Brokerage, Fixed Income, Capital Markets, Bloomberg, Loanet, DTC, Sophis, Equilend, Murex, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Baruch College, City University of New York (CUNY)
Finance
GE Capital April 2014 - Present
RBC Capital Markets December 2010 - March 2014
Barclays Capital September 2008 - December 2010
Lehman Brothers July 2007 - September 2008
Bank of America 2004 - 2007
Prudential Securities 1992 - 2004
US Securities and Exchange Commission 1990 - 1992
Skills
Securities, Capital Markets, Hedge Funds, Equities, Series 7, Investment Banking, Wealth Management, Alternative Investments, Series 24, Investments, FINRA, Mergers & Acquisitions, Financial Services, Risk Management, Securities Regulation
Education
Baruch College, City University of New York (CUNY)
BBA, Finance and Marketing Management
Benjamin N. Cardozo School of Law, Yeshiva University
JD, Law
Scotiabank January 2013 - Present
Barclays Capital 1998 - January 2013
ING Investment Management July 1997 - July 1998
Lehman Brothers 1989 - 1997
Education
Baruch College, City University of New York (CUNY) 1984 — 1990
MBA, Finance
Baruch College, City University of New York (CUNY) 1981 — 1984
BBA, Computer Information Systems
Citi June 2015 - Present
Goldman Sachs April 2000 - May 2015
Lehman Brothers October 1998 - April 2000
US Securities and Exchange Commission September 1995 - October 1998
Education
Baruch College, City University of New York (CUNY)
BBA and MBA, Finance
Lean & Mean October 2009 - Present
Lehman Brothers January 2003 - March 2005
Bloomberg 1998 - 2002
Education
University of Amsterdam 2000 — 2005
Economics
Baruch College, City University of New York (CUNY) 1996 — 2000
City University of New York-Baruch College - Zicklin School of Business
AllianceBernstein August 2003 - Present
AllianceBernstein 1999 - 2009
AllianceBernstein September 1999 - August 2003
Lehman Brothers June 1997 - October 1998
Education
Baruch College, City University of New York (CUNY)
B.A., Business Administration/ Finance
Sumitomo Mitsui Banking Corporation February 2013 - Present
Royal Bank of Scotland April 2007 - October 2012
Deutsche Bank November 2004 - November 2005
Lehman Brothers March 2002 - November 2004
Skills
Fixed Income, Bloomberg, Hedge Funds, Loans, Credit, Banking, FX Options, Investment Banking, Capital Markets, Finance, Risk Management, Trading, Portfolio Management, Equities
Education
Colorado Technical University 2008 — 2009
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1995
BBA, Industrial Psychology
MUFG Americas March 2015 - Present
Citigroup July 2004 - March 2015
Morgan Stanley 2001 - 2004
Lehman Brothers December 1982 - September 2001
Skills
ISDA negotiations, ISDA, Swaps, Derivatives, Hedge Funds, Capital Markets, Structured Finance, FX Options, Fixed Income, Risk Management, Finance, Trading, Commodity, Credit, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1980 — 1982
Graduate studies in finance and accounting
The Johns Hopkins University 1976 — 1980
Bachelor of Music, Piano Performance
Barclays Capital July 2009 - Present
Lehman Brothers May 2008 - August 2008
Ernst & Young May 2006 - March 2008
Ernst & Young May 2007 - August 2007
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Finance
Collabera May 2013 - Present
Deutsche Bank April 2004 - November 2008
Lehman Brothers June 2001 - April 2004
J.P. Morgan Chase September 1999 - June 2001
Skills
Equities, Investment Banking, Capital Markets, Bloomberg, Equity Derivatives, Corporate Finance, Financial Modeling, Risk Management, Financial Reporting, Financial Analysis, Analysis, Account Reconciliation
Education
Baruch College 1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Societe Generale September 2010 - Present
Lehman Brothers June 2006 - September 2008
Skills
Series 7, Settlements, Electronic Trading, Equities, FX, Trading, Middle Office, Corporate Actions, Derivatives, FX Options, Trading Systems, Bloomberg, Swaps, Credit Derivatives, Settlement, Fixed Income, Equity Derivatives, Interest Rate..., Options
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Executive Masters in Finance, finace
Sumitomo Mitsui Banking Corporation February 2013 - Present
Macquarie Bank September 2009 - December 2012
Barclays Capital September 2008 - September 2009
Lehman Brothers 2004 - 2008
BNP Paribas Securities Services 2004 - 2004
Skills
KYC, OFAC, AML, Investment Banking, Hedge Funds, Equities, Securities, Financial Risk, Fixed Income, Capital Markets, FX Options, Operational Risk, Banking, Middle Office, Portfolio Management, Risk Management
Education
Baruch College 1997 — 2004
BBA, Finance and Investments
CIT January 2014 - Present
Merrill Lynch March 2012 - January 2014
Societe Generale January 2010 - January 2012
Bank of America February 2007 - December 2008
Lehman Brothers August 2005 - January 2007
Skills
Requirements Gathering, Business Analysis, Agile Methodolgy, SDLC, Java, Microsoft SQL Server, MS Project, Microsoft Excel, VBA, DB2, Visio, COBOL, Informatica, IBM Mainframe, Charles River IMS, Autosys, User Interface Design, UML, Bloomberg, Reuters, Markitwire, BRDs, FRD, MS Access, Toad, MS Visio, Basics of Unix, Quality Center, Derivatives, Fixed Income, Rates, Reference Data, Collateral Management, Use Case Diagrams, MS Studio, Structured Products, Financial Services, Commodity, Portfolio Management, Access, Agile Methodologies, Finance, Financial Risk, HP Quality Center, Investment Banking, Requirements Analysis, Unix
Education
Baruch College
Master of Business Administration (MBA), Finance and investments
Vellore Institute of Technology
Bachelor's degree
Bethpage Federal Credit Union May 2012 - May 2014
Capital One Bank November 1994 - April 2012
North Fork Bank November 2000 - December 2008
JPMorgan Chase June 1993 - November 1994
Merrill Lynch April 1991 - March 1993
Lehman Brothers February 1988 - April 1991
Education
City University of New York-Baruch College
BBA, Finance and Investments
UBS Investment Bank October 1996 - Present
Lehman Brothers May 1987 - October 1996
Education
City University of New York-Baruch College 1979 — 1983
BBA, Finance & Economics
Stone Run Capital, LLC December 2013 - Present
BNY Mellon June 2012 - November 2013
AMS Capital, Inc. September 2007 - March 2010
Bear Stearns Asset Management April 2007 - September 2007
International Fund Services (Ireland) Ltd, A State Street Company April 2000 - December 2006
Merrill Lynch July 1998 - April 2000
Lehman Brothers July 1998 - April 2000
Skills
Derivatives, Fixed Income, Trading, Hedge Funds, Middle Office, Portfolio Management, Swaps, Financial Risk, Investments, Back Office, Options, Settlement, Alternative Investments, Mutual Funds, Fund Of Funds, Fund Accounting, Collateral Management, CDS
Education
City University of New York-Baruch College - Zicklin School of Business
M.B.A., INTERNATIONAL BUSINESS
Lehigh University
B.A., INTERNATIONAL BUSINESS
Barclays Investment Bank August 2014 - Present
Barclays Investment Bank April 2009 - Present
Credit Suisse November 2008 - April 2009
Lehman Brothers January 2008 - October 2008
Lehman Brothers August 2007 - January 2008
Lehman Brothers September 2006 - August 2007
Lehman Brothers May 2004 - September 2006
Skills
Investment Banking, Analysis, Equities, Fixed Income, Middle Office, Settlement, Trading, Credit Derivatives, Derivatives, Capital Markets, Bloomberg
Education
City University of New York-Baruch College 2002 — 2006
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 3.975
TD July 2013 - Present
ICAP August 2010 - July 2013
Geneva Watch Group September 2007 - August 2010
National Grid October 2006 - September 2007
Lehman Brothers May 2006 - October 2006
Skills
ITIL, Disaster Recovery, Microsoft Exchange, Servers, Vendor Management, Windows Server, Active Directory, IT Management, VMware, Data Center, Project Management
Education
City University of New York-Baruch College 2000 — 2002
BBA, Finance
CTA
Time Inc. June 2012 - Present
Morgan Stanley Smith Barney January 2012 - March 2012
Time Inc. June 2011 - August 2011
LAMCO LLC July 2010 - September 2010
Lehman Brothers July 2008 - August 2008
Neuberger Berman July 2008 - August 2008
Skills
Forecasting, Financial Analysis, Wealth Management, Finance, Budgets, Business Analysis, Risk Management, Microsoft Word, Financial Modeling, Analytics
Education
City University of New York-Baruch College 2009 — 2013
Accounting
Simpson Thacher & Bartlett LLP September 2005 - Present
Lehman Brothers December 1996 - July 2002
AXA 1990 - 1996
Skills
MS Word, MS Excel, Administrative Support, Outlook, PowerPoint, Customer Relations, Administration, Microsoft Office, Scheduling, Research, Customer Service, Administrative..., Data Entry, Public Speaking, Microsoft Word, Office Management, Editing, Event Management, Event Planning, Microsoft Excel, System Administration, Administrative..., Adobe Acrobat, Fundraising, Nonprofits, Process Scheduler, Strategic Planning, Budgets, Legal Research, Software Documentation, Social Media, Legal Writing
Education
Baruch College 2006 — 2009
Liberal Arts
FDR HS 1976 — 1980
Diploma
Scotia Capital December 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers October 2005 - September 2008
Neuberger Berman October 1997 - September 2004
Dean Witter September 1996 - October 1997
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
MBA, Finance
Warsaw School of Economics 1984 — 1990
Masters, Economics of International Commerse
Grant Thornton LLP June 2015 - Present
Lehman Brothers January 2014 - May 2015
Weill Cornell Medical College February 2013 - May 2015
Skills
PowerPoint, Research, Microsoft Office, Invoicing, Microsoft Excel, Outlook, Financial Analysis, Access, Data Analysis, Payroll, Data Entry, Accounting, Pharmacy, Management, Insurance, Accounts Payable, Customer Service, Microsoft Word, QuickBooks
Education
City University of New York-Baruch College 2013 — 2015
Master of Science (MS), Accounting
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance and Investment
Baruch College March 2005 - Present
UCLA Anderson Forecast 2005 - Present
University of Wisconsin-Madison January 2007 - May 2013
Lehman Brothers 2000 - 2005
Ulysses Managment LLC January 1998 - December 1999
Salomon Brothers January 1986 - December 1997
Skills
Corporate Finance, Data Analysis, Economics, Financial Analysis, Fixed Income, Youth Mentoring, Equities, Valuation, Bloomberg, Financial Modeling, Quantitative Analytics, Econometrics, Equity Research, Investment Banking, Investments, Macroeconomics, Capital Markets, Portfolio Management, Hedge Funds
Education
University of California, Los Angeles 1970 — 1975
Ph.D., Finance
Baruch College 1960 — 1964
BBA, Finance
BVH Management July 1998 - Present
Lehman Brothers January 1992 - June 1998
McGraw-Hill July 1986 - January 1992
Education
Baruch College
MBA, Finance
Cross River Bank March 2013 - Present
Neuberger Berman Trust Companies December 2006 - March 2013
Lehman Brothers December 2006 - March 2013
IDB Bank June 2004 - December 2006
Haft and Gluckman LLP August 1992 - June 2004
Skills
Equities, Auditing, Internal Controls
Education
Baruch College 1993 — 1996
MBA, Finance and Investments
Yeshiva University 1986 — 1989
Bachelor of Science (BS) - Sy Syms School of Business, Accounting
Ashar 1970 — 1980
Alvarez & Marsal September 2008 - Present
Lehman Brothers July 2005 - July 2008
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Private Equity, Due Diligence, Equities, Corporate Finance, Capital Markets, Financial Analysis, Bloomberg
Education
Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), Finance & Investments
The Cypress Group May 1994 - Present
Lehman Brothers June 1992 - May 1994
Custom Word Processing September 1985 - May 1992
Universal Esperanto Association of New York September 1984 - September 1985
Skills
Administrative..., Social Media, Nonprofits, Public Policy, Editing, International Relations, Diary Management, Microsoft Office, Politics, Policy Analysis
Education
City University of New York-Baruch College 1985 — 1988
Bachelor's degree, English Literature, 3.87 gpa
Queens College 1978 — 1980
Bank of America July 2013 - Present
Barclays Investment Bank September 2008 - July 2013
Lehman Brothers August 2000 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Equities Technology, IT Management, Customer Service, Trading Systems, Equity Trading, Equities, Hedge Funds, Investment Banking, Prime Brokerage, Java, Business Analysis, Electronic Trading
Education
Baruch College 1994 — 1999
BBA., Business Administration and Computer Information System, Computer Information System
Barclays October 2012 - Present
LAMCO LLC September 2008 - December 2011
Lehman Brothers April 2007 - September 2008
Citi April 2003 - April 2007
Skills
Microsoft Office, DTC, Summit, OASIS, Bloomberg, Fixed Income, Equities, Corporate Tax, CDS, IRS, CMBS
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Macro Situations June 2005 - Present
Hudson Biscayne Capital Management June 2003 - June 2005
Kensington Advisors January 2000 - June 2003
Capra Asset Management January 1998 - January 2000
JSK Capital September 1996 - December 1998
Tokai Bank Europe December 1995 - September 1996
Bankers Trust Company May 1993 - December 1995
Moore Capital Management October 1990 - May 1993
Lehman Brothers February 1989 - October 1990
Financial Instrument Exchange December 1986 - February 1989
Skills
Political Risk Analysis, International Economics, Global Macro, Emerging Markets, Hedge Funds, Fixed Income, Foreign Exchange, Commodity Markets, Options Strategies, Exotic Derivatives, Equity Derivatives, Risk Management, Game Theory, Trading
Education
City University of New York-Baruch College 1984 — 1986
Master of Business Administration (MBA), International Finance
Temple University - Fox School of Business and Management 1979 — 1983
Bachelor of Business Administration (BBA), International Finance
east meadow high school
Proskauer Rose LLP 2005 - Present
Lehman Brothers 2000 - 2005
Kostelanetz & Fink, LLP 1993 - 2000
Skills
Microsoft Office, Microsoft SQL Server, Elite, Analysis, Access, Financial Analysis, Process Improvement, Financial Reporting, Business Analysis, Data Analysis, Microsoft Excel, Corporate Finance, Accounting, Due Diligence, Forecasting
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Finance, General