Lord, Abbett & Co. LLC
Industry: Private investment management company
DescriptionLord, Abbett & Co. LLC is an independent, privately held investment manager headquartered in Jersey City, New Jersey. The firm offers a variety of fixed−income and equity strategies to individual and institutional investors. Headquarters: Jersey City, New Jersey, United States Founded: 1929 Key person: Daria L. Foster Subsidiaries: Lord Abbett Distributor LLC, Lord Abbett Limited, Type of business: Privately held company
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Lord, Abbett & Co. LLC Employees
Lord, Abbett & Co. LLC 2014 - Present
Lord, Abbett & Co. LLC 2013 - 2014
Lord, Abbett & Co. LLC 2007 - 2013
Lord, Abbett & Co. LLC 2005 - 2007
Lord, Abbett & Co. LLC 2004 - 2005
Thomson Financial 2000 - 2004
Education
Duke University 1996 — 2000
A.B., Psychology, Minor in Economics
J.P. Morgan Asset Management October 2014 - Present
Lord, Abbett & Co. LLC July 2013 - October 2014
Gabelli Asset Management July 2012 - August 2012
Gartner June 2011 - August 2011
Whole Foods Market May 2010 - August 2010
Fjord Fisheries May 2010 - July 2010
Skills
Financial Modeling, Economics, Microsoft Excel, Data Analysis, Analytics, Stata, SAS, Research, Microsoft Office, PowerPoint, Quantitative Research, Qualitative Research, Econometrics, Quantitative Analytics, Statistics
Education
Colgate University 2009 — 2013
Bachelor of Arts, Economics
Greenwich High School 2005 — 2009
Lending Club September 2014 - Present
Salus Capital Partners October 2013 - May 2014
Bank of America May 2013 - August 2013
Charles Schwab January 2012 - August 2012
Lord, Abbett & Co. LLC October 2007 - January 2012
State Street December 2006 - October 2007
State Street June 2006 - December 2006
Education
Boston College 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University 2002 — 2006
Bachelor of Arts
Lord, Abbett & Co. LLC 2007 - 2015
Lord, Abbett & Co. LLC 2004 - 2007
Lord, Abbett & Co. LLC 2002 - 2004
Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Wealth Management, Securities, Financial Services, Separately Managed..., Investments, Fund Accounting, Account Reconciliation, Vendor Management, Process Improvement, Back Office, Security APL, Bloomberg, Trading
Education
Baruch College
Bachelor of Business Administration, Accounting
Lord, Abbett & Co. LLC July 2013 - Present
Merrill Lynch May 2012 - August 2012
Real Estate Equities Corporation April 2011 - August 2011
Roetzel & Andress April 2010 - August 2010
Skills
Data Analysis, Financial Modeling, Bloomberg, Investments, Microsoft Excel, Social Media, Management, Financial Analysis, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Finance
Education
Colgate University 2009 — 2013
Bachelor of Arts, Economics
Community School of Naples 2005 — 2009
Lord, Abbett & Co. LLC January 2006 - Present
New York Financial Writers Association January 2006 - October 2014
Connecticut Center for Patient Safety November 2002 - June 2011
Connecticut Center for Patient Safety November 2002 - December 2007
Lehman Brothers August 2002 - September 2005
UBS September 1996 - July 2001
Morgan Stanley February 1994 - September 1996
CFO Magazine June 1991 - February 1994
Information Week 1992 - 1994
Corporate Finance Magazine 1988 - 1991
Skills
Corporate Communications, Editing, Marketing Communications, Newsletters, Journalism, New Media, Magazines, Media Relations, Writing, Content Development, Strategic Communications, Editorial, Internal Communications, Photography, Press Releases, Copywriting, Storytelling, Business Journalism, Entrepreneurship, Investor Relations, Content Strategy, Marketing, Publications, Research, Crisis Communications, Newspapers, Publishing, Thought Leadership, White Papers, Speech Writing, Blogging, Content Management, B2B, Magazine Articles, Integrated Marketing, Communication Training, Copy Editing, Investigative Reporting, Non-profits, Business news, Media training, Online Journalism, Web Content, Feature Articles, News Writing, CQ5, Digital Media, Digital Photography, Social Media, Management
Education
Columbia University - Graduate School of Journalism
Certificate, Economics and Business Journalism
Syracuse University
B.S., Advertising
The University of Connecticut
Certificate, Investor Relations
Lord, Abbett & Co. LLC April 2014 - Present
Orion Consultants July 2011 - April 2014
Conde Nast September 2010 - June 2011
Rosetta Stone June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Bridger Conway June 2008 - August 2008
Education
Bowdoin College 2006 — 2010
B.A., Economics, Chinese Studies
Fudan University 2009 — 2009
Chinese Language, Culture, and Economy
Middlebury College 2007 — 2007
Chinese Language
Lord, Abbett & Co. LLC August 2014 - Present
Lord, Abbett & Co. LLC February 2014 - July 2014
Lord, Abbett & Co. LLC July 2012 - February 2014
Education
Colgate University
Lutheran Community Services Northwest March 2013 - September 2013
Lord, Abbett & Co. LLC July 2012 - September 2012
Bank of China April 2009 - June 2009
Guosen Securities July 2008 - September 2008
Skills
Microsoft Excel, Financial Analysis, Accounting, Access, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Research, Analysis, Customer Service, QuickBooks, Strategic Planning, Financial Modeling, Mandarin, Corporate Finance, Business Planning, Auditing
Education
Portland State University 2012 — 2013
Master, finance
Portland State University - School of Business 2011 — 2013
Post-baccalaureate accounting certificate, Accounting and Finance
Shanxi University of Finance and Economics 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Salesforce September 2015 - Present
Lord, Abbett & Co. LLC June 2013 - May 2015
Lord Abbett & Co. LLC January 2012 - June 2013
HighTower Advisors February 2011 - May 2011
Wells Fargo Advisors August 2010 - December 2010
KJ Woods Construction May 2009 - August 2009
Skills
Access, Investments, Equities, Microsoft Office, PowerPoint, Outlook, Microsoft Excel, FINRA, Adobe Acrobat, Business Objects, Public Speaking, Spanish, Accounting, Bloomberg, Financial Analysis, Portfolio Management, Word, Series 7, Series 66, Risk Management, Economics, Microsoft Word, Social Media, Asset Allocation, Bloomberg Terminal, Financial Modeling, Fixed Income, Asset Management
Education
Fordham University 2008 — 2011
Bachelors of Science, Business Administration
Saint Joseph's University 2007 — 2008
St. Ignatius College Preparatory 2003 — 2007
Lord, Abbett & Co. LLC November 2004 - Present
Education
Boston College
Lord, Abbett & Co. LLC June 2005 - Present
Education
Eastern Washington University
NASDAQ OMX March 2014 - Present
Lord, Abbett & Co. LLC May 2013 - February 2014
RR Donnelley VENUE February 2010 - March 2012
RR Donnelley Global Capital Markets April 2005 - February 2010
Marcus & Millichap May 2004 - March 2005
Tech Briefs Media June 1995 - April 2004
Skills
HTML, Corel Paint Shop Pro, Photoshop, Adobe Acrobat..., Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Type: 65-70 Words/Minute, PaintShop Pro, PowerPoint
Education
City University of New York-Herbert H. Lehman College 1995 — 2002
BA
A. Philip Randolph Campus H.S.
A. Philip Randolph Campus H.S.
H.S. Diploma
Klingman & Associates LLC, an independent registered investment adviser January 2005 - Present
Northwestern Mutual Investment Newtork January 2002 - January 2005
Lord, Abbett & Co. LLC January 1999 - January 2001
Guy Carpenter 1988 - 1997
Education
Fordham University - Graduate School of Business Administration 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Marquette University 1987 — 1988
Bachelor of Science (B.S.), Marketing
Marquette University High School 1980 — 1984
Lord, Abbett & Co. LLC August 2014 - Present
First New York Securities April 2013 - October 2013
Boodell and Co. December 2010 - July 2011
Sansar Capital 2005 - 2010
Black Arrow Capital Management, LLC January 2003 - April 2005
Credit Suisse Asset Management February 1996 - September 2002
Skills
Trading, Hedge Funds, Fixed Income, Proprietary Trading, Options, Bloomberg, Derivatives, Equities, Alternative Investments, Trading Strategies, Equity Trading, Portfolio Management, Asset Management, Capital Markets, Equity Research, Emerging Markets
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (MBA)
The George Washington University 1990 — 1995
Bachelor's degree
BlackRock October 2014 - Present
Lord, Abbett & Co. LLC December 2000 - October 2014
Education
Creighton University 1990 — 1994
Bachelor's degree, Finance
TEKConn, Inc. October 2012 - Present
Sony Music Entertainment February 2012 - September 2012
Lord, Abbett & Co. LLC March 2006 - July 2011
Lord, Abbett & Co. LLC November 2004 - March 2006
Nova/WinBe September 2001 - September 2003
Skills
Access, Lotus Notes, Microsoft Excel, PowerPoint, Visio, Outlook
Education
Fordham University 1997 — 2001
Bachelor of Arts, Communications and Mass Media Studies
The Guardian Life Insurance Company of America January 2005 - Present
Lord, Abbett & Co. LLC September 1999 - November 2003
Lord, Abbett & Co. LLC July 1998 - September 1999
Retirement Plan Services Inc. April 1988 - July 1998
First Virginia Bank April 1983 - April 1988
The Bank Of New York 1979 - 1983
Skills
ERISA, Legal Writing, Legal Research, Insurance Law, Estate Planning, Business Continuity..., Asset Protection, Life Insurance Taxation, 401k, Investments, Retirement Planning, Profit Sharing, Small Business, Life Insurance, Mutual Funds, Securities, Retirement, Financial Services, Insurance, Financial Planning, Finance, Wealth Management
Education
Albany Law School of Union University 1970 — 1973
Juris Doctor, Law
ABA National Graduate Trust School at Northwestern University 1977 — 1980
Syracuse University 1966 — 1970
Bachelor of Applied Science (B.A.Sc.), Accounting
iStar June 2015 - Present
Lord, Abbett & Co. LLC October 2014 - June 2015
Lord, Abbett & Co. LLC June 2013 - September 2014
East Coast Realty June 2012 - December 2012
Bench Strength Partners June 2011 - August 2011
Skills
Real Estate License, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Nonprofits, Marketing, Public Speaking, Data Analysis, Research, Facebook, Financial Analysis
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Finance, Marketing
Lord, Abbett & Co. LLC April 2014 - Present
Lord, Abbett & Co. LLC November 2010 - Present
Skills
Series 7, Alternative Investments, Bloomberg, Investments, Series 63, Asset Allocation, Equities, Hedge Funds, Mutual Funds, Fixed Income, Financial Modeling, Asset Management, Investment Strategies, Valuation, Capital Markets
Education
Dartmouth College 2006 — 2010
Bachelor, Economics
Lord, Abbett & Co. LLC February 2013 - Present
BNP Paribas, NY January 2010 - February 2013
Merrill Lynch, NY September 2007 - June 2009
BNP Paribas September 2001 - July 2005
EBRD April 2001 - August 2001
Procter & Gamble August 2000 - December 2000
Skills
Valuation, Fundamental Research, Capital Structure, Convertible Bonds, Warrants, High Yield, Credit Portfolio..., Relative Value
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
American University in Bulgaria 1997 — 2001
BA, Economics, Business Adm, Mathematics
BNY Mellon Wealth Management June 2014 - Present
Lord, Abbett & Co. LLC March 2009 - June 2014
Education
St Mary's University College, Queen's University Belfast 2004 — 2004
International Business
University of Wisconsin-Platteville
Research Now April 2015 - Present
Auction.com December 2012 - Present
Heineken USA July 2010 - May 2012
Lord, Abbett & Co. LLC July 2005 - July 2010
Skills
Management, Microsoft Office, Office Management, Customer Service, Photography, Time Management, Project Management, Networking, Data Entry, Microsoft Excel, Process Scheduler, Asset Management, Accounts Payable, Office Administration, PowerPoint, Event Planning, Adobe Creative Suite, Information Technology, Microsoft Word, System Administration, Telecommunications, Facilities Management, Windows, Active Directory, Outlook, Help Desk Support, Leadership, Apple, Avaya IP Telephony, Administrative Tools, VMware, Xerox Printers, MobileIron, Microsoft Exchange, Logistics, Concur, Mac OS, VMware View, Print Servers, Data Center, Administrative..., Technical Support, Cisco Call Manager, JIRA
Education
City University of New York-Herbert H. Lehman College 2011 — 2013
Bachelor of Science (B.S.), Accounting; Applied Science; Business Administration
Borough of Manhattan Community College 2004 — 2007
Associate of Arts (AA), Business Administration and Management, General
Lord, Abbett & Co. LLC April 2015 - Present
T. Rowe Price October 2013 - April 2015
TIAA-CREF August 2012 - October 2013
TIAA-CREF March 2005 - August 2012
Morrow & Co., Inc. 2002 - 2005
Skills
Investor Relations, Corporate Governance, Securities, Financial Services, Mutual Funds, Investments, Series 7, Financial Analysis, Bloomberg Terminal, Equities, Hedge Funds, Asset Managment, Portfolio Management, Capital Markets, Financial Modeling, Equity Research, Public Speaking, Emerging Markets, Bloomberg, Fixed Income, Financial Markets, Venture Capital, Alternative Investments, Valuation
Education
Fordham University 1998 — 2002
BS, Economics
Lord, Abbett & Co. LLC April 2015 - Present
Time Warner Cable Business Class May 2013 - April 2015
Time Warner Cable Business Class October 2012 - May 2013
Redcats USA March 2011 - December 2011
UBS Financial Services August 2010 - December 2010
InterMerchant Securities LLC January 2010 - August 2010
Skills
Discounted Cash Flow..., Underwriting, Scenario Analysis, Transaction Support, Financial Analysis, Financial Modeling, DCF, Investment Research, Valuation, Due Diligence, Microsoft Excel, Corporate FP&A, Hyperion, Financial Reporting, Comps, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
BBA, Finance/Investments and Mathematics
Санкт-Петербургский Государственный Университет 2001 — 2005
Bachelor's, Economics
Lord, Abbett & Co. LLC September 2015 - Present
Global Hotel Alliance September 2014 - August 2015
Global Hotel Alliance October 2012 - September 2014
Venga September 2011 - December 2011
Fishbowl May 2011 - August 2011
Lancome May 2010 - August 2010
Wells Fargo May 2009 - August 2009
Skills
Social Media, PowerPoint, Marketing Communications, Newsletters, Facebook, Microsoft Office, Email Marketing, Social Networking, Teamwork, Sales, Marketing, Editing, Analysis, Microsoft Excel, Event Planning, Excel, Public Speaking, Writing Skills, Management, Market Research, SQL, SPSS, Advertising, Public Relations
Education
American University 2008 — 2012
Bachelor’s Degree, Business Administration
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2010 — 2010
Business Management
Glen Rock High School 2004 — 2008
Transamerica Capital October 2013 - Present
MetLife Investors March 2008 - October 2013
Lord, Abbett & Co. LLC February 2006 - March 2008
John Hancock Life Insurance Company (U.S.A.) August 2002 - February 2006
Merrill Lynch June 1999 - June 2001
Skills
Series 65, Wealth Management, Asset Allocation, Retirement, Separately Managed..., Alternative Investments, Insurance, Relationship Management, Asset Managment, Business Development, New Business Development, Selling, Public Speaking, Team Leadership, 529 Plans, Microsoft Office
Education
Fairfield University 1995 — 1999
Bachelor of Science (BS), Finance, General
City Connections Realty September 2014 - Present
Coldwell Banker Bellmarc March 2012 - August 2014
TIAA-CREF May 2010 - May 2011
AIG SunAmerica January 2008 - April 2010
Shearman & Sterling LLP September 2000 - May 2007
Lord, Abbett & Co. LLC August 1997 - January 2000
Harwood Feffer LLP September 1992 - August 1997
Marymount Manhattan College 1984 - 1991
Skills
Real Estate, Asset Management, Licensing, Securities, Mutual Funds, Residential Homes, Investments, Rentals, Real Estate Economics, Brokerage, Valuation, Selling, Equities, Series 7, Series 63, Portfolio Management, Retirement, Alternative Investments, Asset Allocation, Investment Advisory
Education
Boston University 1976 — 1977
Master's Degree, Teaching Language Arts
University of Vermont 1971 — 1975
Bachelor's Degree, Anthropology
The Hebrew University 1973 — 1974
Lord, Abbett & Co. LLC May 2013 - Present
Education
Claremont McKenna College
Cole Capital June 2015 - Present
Franklin Square Capital Partners April 2014 - December 2014
Lord, Abbett & Co. LLC August 2012 - April 2014
KBS Capital Markets Group November 2005 - August 2012
Education
California Western School of Law 2001 — 2004
Doctor of Law (J.D.)
California Polytechnic State University-San Luis Obispo
Wells Fargo Advisors February 2015 - Present
Lord Abbett & Co, LLC March 2013 - January 2015
Lord, Abbett & Co. LLC March 2008 - March 2013
Lord Abbett & Co, LLC February 2005 - February 2008
Lord Abbett & Co, LLC July 2000 - February 2005
Prudential Securitites 1998 - 1999
Skills
Separately Managed..., Mutual Funds, Asset Allocation
Education
Bucknell University 1996 — 2000
BS, Business Administration
YogaWorks Teacher Training
200 Hour Certification
Lord, Abbett & Co. LLC August 2015 - Present
Schroders Investment Management July 2011 - July 2015
Fitch Ratings August 2009 - July 2011
Belle Haven Investment Management December 2008 - August 2009
Financial Security Assurance 1994 - 2008
Skills
Fixed Income, Municipalities, Structured Finance, Capital Markets, Bloomberg, Investment Banking, Bonds, Derivatives, Finance, Investments, Securities, Hedge Funds, Financial Analysis, Due Diligence, Asset Management, Financial Modeling, Credit Analysis, Alternative Investments, Equities, Financial Structuring
Education
Duke University - The Fuqua School of Business
United States Department of Defense 2009 - Present
Project Management Institute - PMI Bangkok Chapter (www.pmithai.org) January 2014 - Present
SeniorNet May 2011 - Present
Soft Stuff, Inc. - Long Island, New York October 2008 - October 2010
Morgan Stanley 2004 - 2008
Morgan Stanley 2000 - 2004
Reed Business Information 1999 - 2000
Lord, Abbett & Co. LLC 1998 - 1998
Capital Group 1997 - 1998
Bay Medical Supply Company 1992 - 1997
Skills
VMware, Active Directory, Virtualization, Disaster Recovery, Business Continuity..., Team Building, PMP, Team Leadership, Microsoft Office, Change Management, Software Project..., Integration, Process Improvement, Project Planning, Public Speaking, Security, Foreign Languages, Testing, Planning, MS Project, Problem Solving, Strategic..., Technical Communication, Technical Leadership, Microsoft Exchange, Strategic Planning, Technical Translation, Interpreter, Cross-functional Team..., Networking
Education
New York University 2004 — 2006
Masters, Strategy and Leadership
Drexel University 1989 — 1992
B.S., Information Science
MIzuho Trust & Banking December 2014 - Present
Lord, Abbett & Co. LLC February 2013 - December 2014
Lord Abbett & Co. LLC September 2006 - February 2013
Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Bloomberg, Securities, Separately Managed...
Education
Boston University 1991 — 1996
Bachelor of Business Administration (BBA), Finance, General
Lord, Abbett & Co. LLC 1995 - September 2013
Prudential Investment Advisors November 1983 - July 1995
Chemical Bank/ Favia Hill & Associates August 1979 - October 1983
Mutual Benefit Life July 1975 - July 1979
Skills
Portfolio Management, US Equities, Quantitative Research, Team Leadership, Analytical Skills, Supervisory Skills, Valuation, Investments, Research, Asset Management, Equities, Management, Alternative Investments, Bloomberg, Mutual Funds, Series 7, Equity Research, Financial Modeling, Financial Analysis, Securities
Education
Seton Hall University 1976 — 1980
Master of Business Administration (MBA), Finance, General
Bucknell University 1971 — 1975
BSBA, Business Administration and Management, General
Lord, Abbett & Co. LLC June 2014 - Present
UBS April 2013 - April 2014
Merrill Lynch September 2011 - January 2012
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor's degree, Finance
Lord, Abbett & Co. LLC June 2015 - Present
FocusSpecs January 2014 - Present
Literacy Through Photography January 2014 - Present
LadyLike Experiments January 2013 - Present
Duke University August 2012 - Present
MCS September 2013 - December 2013
DITEK Corp May 2013 - August 2013
Duke University October 2011 - May 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Public Speaking, Photoshop, Event Planning, Editing, Nonprofits, Spanish, English, Data Analysis, Facebook, Marketing
Education
Duke University 2011 — 2015
Lord, Abbett & Co. LLC July 2015 - Present
Merrill Lynch December 2012 - June 2015
Bloomberg LP June 2011 - September 2011
Nike Green Mountain Running Camp August 2008 - August 2011
Intellisphere, LLC June 2010 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, SAP, QuickBooks, SAP R/3, Accounts Receivable, Customer Service, HTML, Budgets, Research, Word, Excel, Photoshop, Team Leadership, Financial Services, Salesforce.com
Education
Rider University 2010 — 2012
Bachelor of Science - Cum Laude, Finance & Marketing
Clemson University 2008 — 2010
International Finance
Hunterdon Central HS 2004 — 2008
CIT March 2015 - Present
CIT Group, Inc. July 2010 - February 2015
Humble Monkey August 2006 - June 2009
Lord, Abbett & Co. LLC June 2001 - July 2006
Lord, Abbett & Co. LLC August 1997 - June 2001
IBM June 1996 - July 1997
Hewlett-Packard December 1995 - May 1996
IVI - Imaging Video Ink September 1994 - December 1995
Skills
Enterprise Architecture, IT Management, Disaster Recovery, Project Management, Scripting, Virtualization, Technical Documentation, Cloud Computing, Business Intelligence, Process Improvement, Vendor Management
Education
Stevens Institute of Technology
Master of Science (MS), Information Systems
American InterContinental University
Bachelor of Science (BS), Information Technology
Technical Career Institutes
Associate in Applied Science (AAS), Electronics Engineering Technology
Lord, Abbett & Co. LLC 2004 - Present
Dechert LLP 2000 - 2003
Securities & Exchange Commission 1997 - 2000
Skills
Securities, Hedge Funds, Mutual Funds, Corporate Governance, Private Equity, Due Diligence, Asset Management, Corporate Law, Alternative Investments, Mergers & Acquisitions, Capital Markets, Equities
Education
Georgetown University Law Center 1995 — 1997
LL.M., Financial Institutions & Securities Regulation
Capital University Law School 1988 — 1991
JD, Law
The George Washington University 1980 — 1984
B.B.A., Management
Virginia Polytechnic Institute and State University
Lord, Abbett & Co. LLC July 2015 - Present
Fidelity Investments April 2015 - July 2015
Floral Art May 2010 - March 2015
AXA Advisors September 2013 - July 2014
WTS Proprietary Trading Group March 2013 - August 2013
Wall Street Club September 2011 - May 2012
People Choice Realty March 2011 - August 2011
Skills
Microsoft Office, Bloomberg Terminal, Trading, Options, Sales, Customer Service, Research, Financial Analysis, Business Analysis, Data Analysis, Equity Research, Equity Trading, Commodity Markets, Equity Valuation, Equity Capital Markets, Marketing, Real Estate, Event Management, Financial Advisory, Client Development, Consulting, Corporate Finance, Finance, Project Management, Strategy, Financial Modeling, Microsoft Excel, Business Strategy, PowerPoint
Education
Brooklyn College 2010 — 2014
Bachelor of Science (B.S.), Business, Management, and Finance, 3.6
Lord, Abbett & Co. LLC December 2014 - Present
Lord, Abbett & Co. LLC June 2013 - November 2014
The Zimmerman Agency and Bright Red\TBWA January 2013 - April 2013
American Marketing Association FSU Chapter July 2012 - April 2013
Tallahassee Democrat October 2012 - January 2013
Micheal Kors May 2012 - August 2012
Kerr & Downs Research January 2012 - April 2012
Skills
Series 7, Microsoft Excel, PowerPoint, Marketing Communications, Microsoft Office, InDesign, Adobe, Equities
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Schroders January 2015 - Present
Lord, Abbett & Co. LLC February 2013 - December 2014
Panel Lockout LLC October 2012 - January 2013
Brookfield Investment Management September 2011 - September 2012
Skills
Microsoft Excel, Outlook, PAM for Securities, IFS, Mandarin, Journal Entries, Compilation Of..., Trial Balance, Year-end Close, Bank Reconciliation, Financial Accounting, Data Analysis, Account Reconciliation, General Ledger, Financial Analysis, Financial Statements
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Lord, Abbett & Co. LLC July 2015 - Present
Columbia University in the City of New York September 2012 - May 2015
Reason Foundation June 2014 - August 2014
Hillsboro Club May 2006 - August 2012
Skills
Customer Service, Social Media, Research, Microsoft Office, Public Speaking, Operations Management, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, English, Windows, Time Management, Event Planning, Outlook, Team Leadership, Facebook, Teaching, SMS Host, SalesForce, Public Policy, Saxophone
Education
Columbia University in the City of New York 2012 — 2015
Bachelor's degree, Economics
Broward College 2009 — 2011
Associate's degree, Economics
Allianz Global Investors US 1996 - Present
Lazard Asset Management November 1991 - July 1996
J.P. Morgan Asset Management November 1987 - October 1991
Lord, Abbett & Co. LLC June 1981 - September 1987
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA
Pace University 1973 — 1977
BBA
Unitherm Food Systems, Inc. September 2015 - Present
LinkedIn September 2013 - July 2015
LinkedIn August 2013 - September 2013
LinkedIn January 2013 - July 2013
LinkedIn March 2012 - December 2012
Lord, Abbett & Co. LLC December 2011 - March 2012
LevelUp June 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Skills
Series 7, Series 66, Investments, Sales, Cold Calling, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Social Media, Business Development, Sales Management, Negotiation, Advertising, Customer Service, Account Management, Salesforce.com, New Business Development, Ping Pong, Social Media Marketing, Marketing, Lead Generation, Marketing Strategy, Recruiting, Digital Marketing, Enterprise Software, Product Development, Leadership, Strategy, Social Networking, Networking
Education
Boston University - School of Management
Bachelor of Science, Business Administration, Marketing, Law
Lord, Abbett & Co. LLC March 2015 - Present
Legg Mason October 2011 - February 2015
Legg Mason December 2008 - September 2011
Legg Mason June 2008 - December 2008
Coastal Carolina University January 2007 - May 2008
Legg Mason 2006 - 2008
Skills
Series 63, Series 7, Separately Managed..., Alternative Investments, Uniform Combined State..., Asset Allocation, Wealth Management, Retirement Planning, Investments, Retirement, 529 Plans, Asset Managment, Equities, Relationship Management, Fixed Income, Investment Strategies, Municipal Bonds, MLP, Dividends, High Yield Bonds, Emerging Markets, Energy Industry, Closed-end Funds, Economics, Macroeconomics, Sales, Public Speaking, Charismatic Leadership
Education
Coastal Carolina University
BS, Marketing
Adecco Group August 2014 - Present
United States Olympic Committee July 2010 - Present
Lord, Abbett & Co. LLC September 2013 - April 2014
Marymount School of New York November 2012 - February 2013
Girls Prep Charter School September 2011 - September 2012
Art 21 INC June 2008 - August 2008
Education
Columbia University in the City of New York 2008 — 2013
Bachelor's Degree, Art History
Lord, Abbett & Co. LLC April 2015 - Present
SEI June 2013 - August 2014
SEI January 2012 - June 2013
SEI September 2011 - December 2011
Alice Marshall Public Relations June 2010 - August 2010
Travel with Carnet June 2009 - August 2009
Skills
Portfolio Management, Trading, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Mutual Funds, Microsoft Office, Securities, Equities, Fixed Income, Marketing, Public Relations, Blog Marketing, Account Reconciliation, BurrellesLuce, Cision, Security APL, Investments, Finance, ETFs, Asset Allocation, Equity Trading, GeoTrader, CG Trade Connect, GIM2
Education
Villanova University 2008 — 2011
Bachelor of Science (B.S.), Finance, General
City University London 2010 — 2010
Finance, General
Graduate Institute of International and Development Studies 2009 — 2009
International Business
Gettysburg College 2007 — 2008
The Hill School 2003 — 2007
The American University of Paris 2005 — 2005
Lord, Abbett & Co. LLC January 2002 - Present
Skills
Client Services, Management, Leadership, Series 7, Series 66, Series 24, Marketing Communications, RFP, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training, Project Management
Education
Drew University 1990 — 1994
Bachelor's degree, Sociology
Lord, Abbett & Co. LLC April 2015 - Present
Yelp September 2014 - February 2015
Alfredo’s Italian Restaurant May 2010 - August 2014
Irazu Coffee August 2013 - May 2014
Relay for Life at Elon University May 2013 - May 2014
Public relations student society of America January 2013 - May 2014
Elon University CRM Competition 2014 - 2014
PAIGE NOVICK June 2013 - August 2013
Stillwater Capital Advisors LLC May 2010 - June 2010
Skills
Microsoft Word, Photoshop, Microsoft Publisher, Microsoft Excel, PowerPoint, Adobe Bridge, Facebook, Microsoft Applications, Final Cut Pro, Advertising, Marketing, Management, Adobe, Wordpress, Twitter, Salesforce.com, CRM, Social Media, Public Relations, Teamwork, Social Networking, Social Media Marketing, Microsoft Office
Education
Elon University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Lord, Abbett & Co. LLC August 2015 - Present
Lord, Abbett & Co. LLC June 2010 - August 2015
Education
Fairleigh Dickinson University-Metropolitan Campus 2008 — 2011
Master of Education (M.Ed.), Education
City University of New York-Hunter College 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
HARMAN International January 2013 - Present
Forever 21 April 2012 - November 2012
Lord, Abbett & Co. LLC June 2009 - September 2011
Skills
Management, Product Management, Business Development, Strategic Partnerships, Online Advertising, Competitive Analysis, E-commerce, Mobile Devices, Integrated Marketing, Analytics, Strategic Planning, Social Media, Brand Development, Marketing Management, CRM, Marketing Research, B2B, Customer Service, Microsoft Excel, P&L Management, Forecasting, Market Analysis, Product Launch, Retail
Education
Columbia University in the City of New York 2005 — 2009
BA, Political Science
OppenheimerFunds December 2014 - Present
Lord, Abbett & Co. LLC June 2014 - December 2014
Lord Abbett November 2010 - July 2014
Lord Abbett October 2007 - January 2011
Lord Abbett & Co. LLC October 2005 - October 2007
Skills
Mutual Funds, Separately Managed..., Superior Client Service, Management, Staff Development, Asset Managment, Series 7, Series 63, Series 65, Series 24, Asset Allocation, Retirement Planning, Equities, Wealth Management, Relationship Management, Portfolio Management, Trading, Investment Management, Retirement, Financial Services, 401k, Investments, Wealth Management..., Securities, High Net Worth..., institutional client..., Client Services, Asset Management, ETFs
Education
New York University 2014 — 2017
Master of Business Administration (MBA)
Connecticut College 2001 — 2005
BA, Economics and Government
GENPACT June 2014 - August 2015
Lord, Abbett & Co. LLC December 2013 - June 2014
PIMCO 2008 - 2013
Epsilon Interactive 2005 - 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Calendars, Leadership, Outlook
Education
Borough of Manhattan Community College 2007 — 2010
Business Administration and Management, General
LF USA August 2012 - Present
Lord, Abbett & Co. LLC March 2012 - July 2012
LVMH- Thomas Pink Inc June 2011 - September 2011
Gunn Allen Financial June 2009 - September 2009
Private Accounting Firm June 2008 - September 2008
Skills
Data Entry, Microsoft Office, Accounts Payable, Event Planning, Microsoft Excel, PowerPoint, Administrative..., Spreadsheets, Outlook, Sales, Microsoft Word, Customer Service, Marketing, Analysis, Lotus Notes, Management, Administrative..., Social Media
Education
City University of New York-College of Staten Island 2009 — 2011
Bachelor's degree, Finance, General
wagner
Travelers June 2015 - August 2015
Marc Jacobs September 2014 - November 2014
Lord, Abbett & Co. LLC July 2014 - August 2014
Taikang Asset Management May 2013 - August 2013
Skills
Statistics, Mathematica, Economics, Matlab, Mathematical Modeling, Physics, R, SAS, Java, Stata, Microsoft Excel, Access, SQL, Python
Education
Columbia University in the City of New York 2014 — 2015
Master of Arts (M.A.), Statistics
Georgia Institute of Technology 2010 — 2014
Bachelor of Applied Science (BASc), Applied Mathematics, Highest Honor
University College London, U. of London 2011 — 2011
Exchange Program, Mathematics
Lord, Abbett & Co. LLC August 2015 - Present
Bloomberg LP December 2012 - August 2015
Northwestern Mutual May 2011 - November 2012
Merrill Lynch September 2011 - December 2011
Sunset Valley Golf Course April 2010 - August 2010
Knollwood Country Club June 2006 - August 2010
Knollwood Country Club January 2006 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Spanish, Strategic Financial..., Mutual Funds, Social Media, Research, Bloomberg Terminal, Financial Analysis, Outlook
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Woodlands Academy of the Sacred Heart 2004 — 2008
Main Street Hub August 2015 - Present
Lord, Abbett & Co. LLC July 2015 - August 2015
Nido Student Living October 2014 - November 2014
Tequila Avion May 2014 - August 2014
University Tees January 2013 - May 2014
fruitable.org May 2013 - August 2013
SASS Global Travel May 2013 - July 2013
Boston University AdLab January 2013 - May 2013
Skills
Photoshop, Social Media, Advertising, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Event Planning, WordPress, Research, Public Speaking, English, Windows, Team Leadership, Ski, Ski Industry, Finance, Investments
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Northern Highlands
The Brooklyn Hospital Center October 2013 - Present
SUNY Downstate Medical Center May 2006 - September 2013
Lord, Abbett & Co. LLC 2001 - 2004
Lord, Abbett & Co. LLC 2001 - 2004
Skills
Healthcare Management, Hospitals, Community Outreach, Research, EMR, Data Entry, Nonprofits, Administrative..., Healthcare Information..., Clinical Research, HIPAA, PowerPoint, Program Development, Microsoft Office, Outlook, Medical Terminology, Microsoft Excel, Microsoft Word, Cpr Certified
Education
City University of New York-Hunter College
Bachelor of Science (BS), Chemistry
Lord, Abbett & Co. LLC July 2013 - Present
Education
Colgate University
Dwight Securities Management, LLC January 2015 - Present
Dwight Capital LLC September 2014 - Present
RBC June 2012 - July 2014
Lord, Abbett & Co. LLC July 2008 - June 2012
Skills
CMBS, Capital Markets, Investments, Portfolio Management, Trading, Financial Modeling, Valuation, Financial Analysis, Fixed Income, ABS, Asset Management, Equities, Gastronomy, Hedge Funds
Education
Cornell University
Ernst & Young LLP March 2012 - September 2014
Lord, Abbett & Co. LLC January 2008 - February 2012
NJ Division of Law and Public Safety October 2004 - January 2008
United States Marine Corps September 2000 - September 2004
Skills
Equities, Investments, Microsoft Office, Microsoft Excel, Mutual Funds, Accounting, Finance
Education
Fairleigh Dickinson University-Metropolitan Campus 2014 — 2015
Bachelor of Science (B.S.)
Rutgers University 2005 — 2007
Bachelor of Science (B.S.), Finance
Campbell University 2002 — 2004
Associate of Arts and Sciences (A.A.S.)
First Eagle Investment Management June 2012 - Present
First Eagle Investment Management September 2010 - June 2012
Lord, Abbett & Co. LLC January 2007 - September 2010
Lord, Abbett & Co. LLC June 2004 - December 2006
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Asset Management
Education
Fordham University 2000 — 2004
Bachelor of Science (BS), Communication and Media Studies
Lord, Abbett & Co. LLC January 2015 - Present
QBE Insurance May 2011 - October 2014
Public Financial Management May 2007 - May 2011
Skills
Insurance, Portfolio Management, Investments, Credit, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business
Lord, Abbett & Co. LLC September 2015 - Present
Morgan Stanley June 2010 - August 2015
Keefe, Bruyette & Woods June 2009 - August 2009
Marsh & McLennan Companies, Inc. June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Credit Analysis, Trading Strategies, Risk Management, Microsoft Excel, Trading Systems, Fixed Income, Derivatives, Trading, Bloomberg, Capital Markets, Equities, Financial Analysis, Financial Modeling, Investments, Portfolio Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Villanova University 2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance
London School of Economics and Political Science 2008 — 2008
Business Analysis and Valuation, Financial Markets
Moody's Analytics April 2015 - Present
Lord, Abbett & Co. LLC July 2013 - February 2015
Bucknell's Career Development Center August 2012 - May 2013
Janney Montgomery Scott December 2011 - December 2011
Robert Half International – Office Team June 2011 - August 2011
Sea Isle City Beach Patrol May 2009 - August 2009
Education
Bucknell University 2009 — 2013
Bachelor of Science in Business Administration
Universitat d'Alacant / Universidad de Alicante 2012 — 2012
Spanish Language
Merion Mercy Academy - Merion Station, PA 2005 — 2009
Lord, Abbett & Co. LLC July 2015 - Present
Deutsche Asset Management September 2014 - July 2015
Deutsche Bank January 2012 - September 2014
Deutsche Bank April 2011 - September 2011
Deutsche Bank October 2010 - March 2011
Deutsche Bank June 2009 - August 2009
Skills
Fixed Income, Bonds, Credit Risk, Financial Risk, Emerging Markets, Finance, Financial Modeling, Risk Management, Options, Bloomberg Terminal, Derivatives, Credit Derivatives, CDS, Financial Analysis, VBA, Middle Office, Credit, Bloomberg, Financial Markets, Financial Services, Project Management, Excel, Modeling, Interest Rate Risk..., Trade Finance, P&L, Analytics, Trading Systems, Loans, Rates, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BS - Magna Cum Laude, Finance
Belarusian State University 1999 — 2003
Bachelor's degree, International Relations and Affairs / Politics
Lord, Abbett & Co. LLC April 2013 - Present
State Street 2012 - April 2012
Morgan Stanley 2009 - 2012
Morgan Stanley 2008 - 2009
Morgan Stanley 2005 - 2008
JPMorgan 2001 - 2005
Skills
analyzing data, managing tasks, Able To Multi-task, Organizing, Creative Problem Solving, Prioritization, Teamwork, Securities Lending, Excel, Back Office, Client Service, Global Custody, Cognos, Risk Management, Spanish, Microsoft Office, Settlement, Reconciliation, Bloomberg, PowerPoint, Fixed Income, Project Management, Data Analysis, Operational Risk, Microsoft Excel, Equities, Finance, Bonds, Financial Risk, Investments, Structured Products, Credit Derivatives, Securities, Account Reconciliation
Education
Columbia University in the City of New York 1987 — 1990
Bachelor of Science, Economics
Fortress Investment Group March 2014 - Present
Lord, Abbett & Co. LLC May 2013 - February 2014
Morgan Stanley November 2012 - May 2013
Federal Reserve Bank of New York December 2009 - November 2012
GNET March 2009 - December 2009
Magenic Technologies February 2006 - March 2009
AEGON Canada / Transamerica January 2005 - February 2006
Galantis April 2004 - December 2004
Georgia-Pacific LLC March 2003 - April 2004
Mercer Human Resource Consulting June 2000 - March 2003
Skills
SSRS, Data Warehousing, ETL, Business Intelligence, SSIS, Analysis Services, Microsoft SQL Server, MDX, SharePoint, Data Mining, .NET, Cubes, Business Process, Performance Point, Architecture
Education
Санкт-Петербургский Государственный Университет Аэрокосмического Приборостроения 1987 — 1994
Master's in Electronics
Lord, Abbett & Co. LLC April 2014 - Present
Glen Ridge Public Library August 2013 - October 2014
American Museum of Natural History November 2011 - May 2013
Barnard College October 2010 - May 2013
The Metropolitan Museum of Art May 2011 - November 2011
Barnard College May 2011 - August 2011
Education
Barnard College 2009 — 2013
Bachelor of Arts (B.A.), Anthropology & Archaeology
PIMCO May 2014 - Present
Lord, Abbett & Co. LLC September 2013 - May 2014
The Riverside Company June 2012 - August 2012
KeyBanc Capital Markets May 2011 - August 2011
MobilityWorks May 2010 - June 2010
Education
Colgate University 2009 — 2013
Bachelor's degree, Economics
University School
Lord, Abbett & Co. LLC April 2013 - Present
Lord Abbett & Co. LLC October 2004 - Present
Education
Boston College
Federated Investors February 2012 - Present
ACK Asset Management February 2010 - January 2012
Thomson Horstmann & Bryant December 2005 - February 2010
First Albany Capital December 2004 - December 2005
Lord, Abbett & Co. LLC May 2001 - December 2004
Skills
Equity Research, Financial Modeling, Equity Valuation, Financial Analysis, Asset Management, Equities, Investments, Industry Analysis, Bloomberg, Asset Managment, Valuation, Hedge Funds, Mutual Funds, Fixed Income, Portfolio Management, Competitive Analysis, Asset Allocation, Alternative Investments, Capital Markets, Equity Trading, Series 7, Trading, Corporate Finance, Investment Management, Securities
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
Villanova University 1994 — 1998
BA, Finance
Don Bosco Prep 1990 — 1994
Quantitative Management Associates LLC October 2014 - Present
Lord, Abbett & Co. LLC April 2002 - September 2014
Deutsche Asset Management February 2000 - March 2002
Sanford C. Bernstein October 1998 - February 2000
NEPC, LLC June 1995 - October 1998
Education
Babson College
CAM, Investments and Securities
Salem State College
Master of Business Administration (MBA)
Westminster College (PA)
Bachelor's degree
Weill Cornell Medical College March 2013 - Present
Lord, Abbett & Co. LLC November 2005 - August 2012
Mellon HR & Investor Solutions (previously PwC) 2002 - 2005
Pricewaterhousecoopers 1990 - June 2002
Coopers & Lybrand 1982 - 1990
Skills
Vendor Management, Disaster Recovery, Process Improvement, IT Strategy, SDLC, ITIL, Troubleshooting, Program Management, Change Management, Enterprise Architecture, Project Management, Business Process..., Business Analysis, Requirements Analysis, IT Management, Data Center, Outsourcing
Education
Boston University
Columbia University in the City of New York
Gettysburg College
New York Life & MainStay Investments August 2014 - Present
Lord, Abbett & Co. LLC June 2006 - August 2014
Education
Fordham University
Lord, Abbett & Co. LLC January 2014 - Present
Commerzbank AG July 2010 - December 2013
BlackRock September 2009 - July 2010
Skills
FX Swaps, FX Trading, FX Derivatives, Interest Rate..., Interest Rates, Fixed Income Portfolio..., Interest Rate Swaps, Trading Strategies, Investment Strategies, Portfolio Management, Swaps, Financial Modeling, Trading, Fixed Income, Financial Risk, Bloomberg, Derivatives, Currency, FX Options, Rates, Capital Markets
Education
Columbia University in the City of New York 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Operations Research
Cheltenham High School
Thornburg Investment Management 2007 - Present
Thornburg Investments 2007 - Present
Thornburg Investments 2006 - Present
Lord, Abbett & Co. LLC 1997 - 2007
Skills
Portfolio Management, Mutual Funds, Series 7, Asset Allocation, Equities, Alternative Investments, Investments, Asset Management, Financial Modeling, Securities, Retirement Planning, Strategic Financial..., Series 63, Investment Management, Strategic Planning, Business Strategy
Education
Thunderbird School of Global Management 2008 — 2009
MBA, Global Management, Honors
Drew University 1991 — 1992
Masters Degree, International Relations and Affairs
Lord, Abbett & Co. LLC July 2005 - Present
Education
Fordham University
Lord, Abbett & Co. LLC July 2014 - Present
UBS Global Asset Management September 2003 - June 2014
FINRA January 1997 - August 2003
Skills
FINRA, Securities, Series 7, Mutual Funds, Investment Management, Equities, Asset Management
Education
Boston University - School of Management 1988 — 1991
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 1982 — 1986
BA, BDIC
Boston Latin Academy 1976 — 1982
hs
Lord, Abbett & Co. LLC January 2000 - Present
Education
City University of New York-Baruch College - Zicklin School of Business
Rcds
Lord, Abbett & Co. LLC March 2013 - Present
HNW, Inc. 2004 - March 2013
Citigate Albert Frank 1994 - 2004
Young & Rubicam 1988 - 1994
Tiffany 1986 - 1988
Skills
Interactive Marketing, Direct Mail, Advertising, Integrated Marketing, Product Naming, Corporate Communications, Corporate Branding, Brand Messaging, Corporate Storytelling, Multimedia Storytelling, Verbal Identity, Content Marketing, Content Strategy, Storytelling, Identities, Creative Strategy, Interactive Storytelling, Content Development, Creative Direction, Concept Development, Direct Marketing, Strategy, Digital Marketing, Marketing Communications, Digital Media, Content Management, Digital Strategy, Copywriting, Magazines, Publishing, Art Direction, Social Media Marketing, Brand Management, Interactive Advertising, Email Marketing, Brand Development, Branding & Identity, Video, Online Marketing, Editing, New Media, Mobile Marketing, Newsletters, Web Content, Marketing, Blogging, Multi-channel Marketing, Online Advertising, User Experience, Brand Awareness
Education
Dartmouth College
AB
Landon School
Stanford University
MA
Lord, Abbett & Co. LLC June 1998 - Present
Education
Boston College
BS
Lord, Abbett & Co. LLC September 2015 - Present
Lord Abbett March 1999 - Present
AIG July 1998 - January 1999
JP Morgan August 1997 - June 1998
Waldorf Astoria Hotel 1997 - 1997
Education
Columbia University in the City of New York 1995 — 1997
MA, Organizational Psychology
Saint John's University 1990 — 1994
BA, Psychology
Renaissance Macro Research January 2012 - Present
NEW YORK LIFE/ MAINSTAY INVESTMENTS April 2010 - January 2012
LORD, ABBETT & CO. LLC June 2008 - April 2010
Morgan Stanley June 2007 - February 2008
Skills
Investments, Series 7, Sales, Finance, Marketing, Series 63, Bloomberg Terminal, Microsoft Office, Uniform Combined State..., Fixed Income, Selling, Retirement Planning, Financial Advisory, Mutual Funds, Analysis, Zephyr Analysis, Asset Management, Equities, Portfolio Management, Video Conferencing
Education
Florida State University 2002 — 2007
BA, Finance and Real Estate
Lord, Abbett & Co. LLC January 2013 - Present
Standard & Poor's March 2012 - December 2012
Standard & Poor's March 2009 - March 2012
Standard & Poor's September 2007 - March 2009
Standard & Poor's August 2002 - December 2005
Winstar Communications 1998 - 2001
JP Morgan 1996 - 1998
Skills
Public Finance, Credit Analysis, Ratings, Municipal Bonds, Higher Education, Capital Markets, Valuation, Fixed Income, Financial Modeling, Financial Analysis, Accounting, Charter Schools, Toll Roads, Ratings Advisory, Investments
Education
Columbia University - Columbia Business School 2006 — 2007
Master of Business Administration (M.B.A.), Finance
Columbia University in the City of New York 1992 — 1996
B.A., Economics
Lord, Abbett & Co. LLC April 2013 - Present
Citi December 2011 - March 2013
Citi October 2009 - December 2011
Skills
Bonds, Credit Risk, Financial Risk, Chinese, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income
Education
Cornell University 2007 — 2009
Master of Science (M.S.), Applied Economics
Georgia Institute of Technology 2005 — 2007
M.S, EAS
Peking University 2001 — 2005
B.S, Atmospheric Science
Peking University 2001 — 2005
B.S, Economics
BNY Mellon August 2014 - Present
Lord, Abbett & Co. LLC August 2013 - July 2014
The Bank of New York Mellon May 2009 - August 2013
AllianceBernstein August 2000 - November 2008
AllianceBernstein January 1994 - May 2000
Davis Polk & Wardwell LLP June 1989 - December 1993
Skills
Investments, Mutual Funds, Corporate Governance, Securities, Fixed Income, Investment Management, Hedge Funds, Series 7, Portfolio Management
Education
Brooklyn Law School 1996 — 2000
Juris Doctor
Lord, Abbett & Co. LLC February 2013 - Present
Dreman Value Management July 2010 - February 2013
Dreman Value Management February 2008 - June 2010
Scottwood Capital Management August 2007 - October 2007
credit suisse 2001 - 2007
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
BBA, Operations Management
Lord, Abbett & Co. LLC May 2015 - Present
Credit Suisse July 2013 - May 2015
AllianceBernstein June 2010 - June 2013
AllianceBernstein June 2008 - May 2010
Skills
Fixed Income, Bloomberg, Intex, Financial Analysis, Financial Modeling, Consumer Debt, Consumer Lending, Consumer Financing, Subprime, Qualitative Research, Asset Managment, Portfolio Management, Investments, Investment Management, Equities, Analysis
Education
Cornell University 2004 — 2008
BS, Biological Sciences; Design and Environmental Analysis
McAngus Goudelock & Courie September 2008 - Present
Lord, Abbett & Co. LLC May 2003 - August 2005
Skills
Civil Litigation, Litigation, Legal Writing, Torts, Insurance, Liability, Workers Compensation, Litigation Management, Commercial Litigation, Trials, Appeals, Courts, Legal Research, Mediation, Personal Injury, Westlaw
Education
Campbell University, Norman Adrian Wiggins School of Law 2005 — 2008
J.D., Law
Davidson College 1999 — 2003
BA, History
Lord, Abbett & Co. LLC June 2006 - Present
Education
Bowling Green State University
Lloyds Banking Group May 2013 - Present
Credit Suisse January 2010 - May 2013
Credit Suisse June 2004 - January 2010
Lord, Abbett & Co. LLC June 2000 - June 2004
Structure Tone April 1998 - May 2000
Skills
Business Intelligence, Prime Brokerage, Trading Systems, Middle Office, Data Warehousing, Hedge Funds, Asset Management, Data Modeling, Valuation, Back Office, Investment Banking, Oracle, Fixed Income, IT Strategy, Bloomberg, Product Control, Derivatives, SQL, Software Project..., Banking, VBA, Business Analysis, Vendor Management, Financial Risk, Equities, Structured Products, Financial Modeling, FX Options, Credit Derivatives, Capital Markets, Program Management, Sybase, Requirements Analysis, Asset Managment, Portfolio Management, Risk Management, SDLC, Swaps, IT Management, Financial Analysis, Unix, Release Management, ETL, Offshoring, Informatica, Project Portfolio..., PL/SQL, Business Requirements, PMO, Project Management
Education
The Hong Kong Polytechnic University 2007 — 2009
Master of Science (MSc), Management Information Systems, General
City University of Hong Kong 1996 — 1996
Bachelor of Engineering (BEng), Electromechanical Engineering
Citi August 2011 - Present
Lord, Abbett & Co. LLC October 2006 - August 2011
Lesko Financial Services June 2006 - August 2006
Skills
Account Reconciliation, Account Administration, Security APL, Microsoft Excel, Eagle PACE, Bloomberg Terminal, Equities, Investments, Microsoft Word, Mutual Funds, Microsoft Office, Financial Analysis, Asset Management, Financial Modeling, Bloomberg, PowerPoint, Finance, Financial Services, Portfolio Management
Education
State University of New York at Binghamton 2004 — 2006
BA, Economics
Lord, Abbett & Co. LLC March 2015 - Present
J.P. Morgan July 2012 - December 2014
Colts Neck Fire Department #2 May 2006 - July 2013
J.P. Morgan July 2010 - July 2012
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Investments, Equity Research, Banking, Series 7, Investment Banking, Bloomberg Terminal, Hedge Funds, Microsoft Excel
Education
Fairleigh Dickinson University 2004 — 2010
BS, Finance
Christian Brothers Academy 2000 — 2004
Lord, Abbett & Co. LLC October 2013 - Present
Lord Abbett September 2011 - September 2013
Lord Abbett February 2010 - August 2011
Hennion & Walsh June 2009 - November 2009
Belle Haven Investments June 2008 - August 2008
Education
Colgate University 2005 — 2009
B.A., Political Science
The Hun School of Princeton 2001 — 2005
Lord, Abbett & Co. LLC February 2010 - Present
Thomson Reuters June 2001 - Present
Bidtek March 1999 - February 2001
Consulting Firm February 1998 - February 1999
Skills
Web Development, IIS, jQuery
Education
Colorado State University
Master of Science (M.S), Computer Science
St. Anthony's High School
Master of Science (M.S.), Computer Science
Direxion Investments November 2014 - Present
Lord, Abbett & Co. LLC November 2010 - August 2014
Skills
Investments, Mutual Funds, Asset Management, Series 7, Equities, Portfolio Management, Alternative Investments, Wealth Management, Asset Allocation, Hedge Funds, Fixed Income, Series 63, Investment Strategies, Financial Analysis, Bloomberg, Series 3
Education
Bucknell University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Management
Pine-Richland
Gariano Wealth Management - A wealth advisory practice of Cetera Financial Specialists December 2014 - Present
Lord, Abbett & Co. LLC September 2013 - December 2014
Morgan Stanley January 2012 - September 2013
Genworth Financial Services August 2006 - February 2012
San Diego Padres June 2010 - March 2011
Skills
Investments, Portfolio Management, Financial Services, Finance
Education
Fairfield University 2006 — 2010
BS, Finance
Fairfield University, Dolan School of Business
Bachelor of Science, Finance
Goldman Sachs May 2007 - Present
State Street May 2006 - May 2007
Lord, Abbett & Co. LLC 2003 - 2006
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Management
Seton Hall University 1998 — 2003
Bachelor's degree, Finance, General
Rutgers School of Dental Medicine May 2012 - Present
Medidata Solutions 2005 - 2011
Lord, Abbett & Co. LLC October 2001 - April 2005
PSEG July 1999 - September 2001
AT&T September 1985 - June 1999
Education
City University of New York City College 1981 — 1985
Bachelor's degree, Computer Science
Lord, Abbett & Co. LLC July 2013 - Present
Phoenix Partners Group December 2009 - July 2013
Phoenix Partners Group December 2008 - December 2009
Scottrade October 2007 - December 2008
1320 PERFORMANCE, INC. March 2003 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Financial Modeling, Financial Analysis, Financial Reporting, Access, Data Analysis, Management, Financial Accounting, Accounting, Project Management, Accounts Receivable, Account Reconciliation, Human Resources, Payroll, Capital Markets, Deferred Compensation, Bloomberg, Analysis, Risk Management, Employee Benefits, Finance, Equity Derivatives, Derivatives, FINRA
Education
City University of New York-Hunter College 2007 — 2009
Bachelor of Arts (B.A.), Economics
Lord, Abbett & Co. LLC January 2014 - Present
Hudson River Group July 2013 - December 2013
US-Taiwan Business Council June 2010 - August 2010
City Year August 2008 - June 2009
Ssu Chang Li Junior High School March 2008 - June 2008
Edison Chinese School September 2003 - June 2006
Skills
Microsoft Office, Photoshop, Java, Research, Policy Analysis, Event Planning, Social Media, International Relations, Team Leadership, Geospatial Analysis, Quantitative Analytics, PowerPoint, Nonprofits, SPSS, Leadership, Marketing, Data Analysis
Education
Duke University
Bachelor of Arts (B.A.), Geographies of Globalization
University of Oxford 2011 — 2012
Visiting Student Programme, Geography, Politics and International Relations
L'Academie de Paris
Major: Art History, Minor: Architecture
John P. Stevens High School
JPMorgan Chase & Co. May 2015 - Present
Lord, Abbett & Co. LLC February 2012 - May 2015
Lord, Abbett & Co. LLC April 2008 - February 2012
Neuberger Berman LLC June 2006 - April 2007
Skills
Grant Writing, Editing, Non-profits, Fixed Income, Research, Asset Management, Event Planning, Mutual Funds, Social Media, Microsoft Office, Management, PowerPoint, Public Speaking, Equities, Teaching, Investment Management
Education
Temple University 2007 — 2007
PhD, American History
Fordham University 2005 — 2006
Master of Arts, History
Fordham University 2000 — 2005
Bachelor of Arts, History
LPL Financial May 2013 - Present
Lord, Abbett & Co. LLC 2010 - May 2013
American Credit Acceptance 2009 - 2010
Wells Fargo May 2008 - May 2009
Skills
Mutual Funds, Capital Markets, Asset Allocation, Cold Calling, New Business Development, Separately Managed..., Series 7, Series 63, Series 65, Investment Strategies, Customer Service, Financial Analysis, Loans, Credit, Finance
Education
Clemson University
Bachelor of Science, Business Administration and Management, General
Lord, Abbett & Co. LLC September 2015 - Present
Lord, Abbett & Co. LLC May 2013 - September 2015
RBC Capital Markets June 2012 - August 2012
Investment and Venture Fund of the Republic of Tatarstan June 2011 - August 2011
Cornell Daily Sun September 2010 - June 2011
Skills
Trading, Python, Programming, Residential Mortgages, Fluent in Swedish, Fluent in Russian, Interest Rates, Agency MBS
Education
Cornell University 2008 — 2012
Economics
Lord, Abbett & Co. LLC June 2005 - December 2006
Evergreen Investments April 2003 - April 2005
Evergreen Investments October 2000 - April 2003
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Budgets, English, Research, Windows, Public Speaking, HTML, Team Building
Education
CFA
Chartered Financial Analyst
Boston College - Carroll School of Management 1997 — 2000
Master of Business Administration (MBA)
University of Vermont 1991 — 1995
BS, Business
Jefferies LLC August 2014 - Present
Lord, Abbett & Co. LLC April 2013 - August 2014
AIG July 2011 - March 2013
Colgate University September 2009 - May 2011
Peace Action New York State June 2010 - August 2010
Singita Grumeti Reserves May 2009 - August 2009
Belray Asset Management June 2008 - August 2008
Brunswick School June 2006 - August 2007
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Research, Investments
Education
Colgate University 2007 — 2011
Bachelor of Arts, Peace and Conflict Studies
University of Cape Town 2010 — 2010
Bachelor of Art, Peace and Conflict Studies
Brunswick School 2002 — 2006
Deutsche Asset & Wealth Management September 2015 - Present
Lord, Abbett & Co. LLC August 2006 - June 2015
Prudential Financial August 1986 - August 2006
Education
Columbia Business School 1990 — 1992
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase & Co. July 2000 - Present
BNY Mellon June 1999 - June 2000
Lord, Abbett & Co. LLC July 1997 - June 1999
Skills
Banking, Loans, Credit, Retail Banking, Risk Management
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Lord, Abbett & Co. LLC June 2000 - Present
Education
Colgate University
Lord, Abbett & Co. LLC April 2014 - Present
Lord, Abbett & Co. LLC November 2010 - Present
Education
Dartmouth College
Lord, Abbett & Co. LLC August 2014 - Present
Lord, Abbett & Co. LLC July 2012 - August 2014
Skills
Investments, Asset Management, Fixed Income, Mutual Funds, Equities, Strategic Planning, Customer Service, Series 7, Finance, Product Management, Product Strategy
Education
Bucknell University 2008 — 2012
Economics
The Falconwood Corporation May 2012 - Present
Apollo Global Management August 2011 - May 2012
Lord, Abbett & Co. LLC July 2010 - August 2011
Cohen & Steers, Inc February 2001 - June 2010
The Dreyfus Corporation March 1998 - December 2001
Education
State University of New York College at Buffalo 1983 — 1988
Bachelor of Science (BS), Special Education and Teaching
Adelphi University
Bachelor of Science, Special Education and Elementary Education
Interactive Data January 2014 - Present
Sumitomo Mitsui Banking Corporation March 2013 - January 2014
Morgan Stanley July 2011 - March 2013
JPMorgan Chase October 2007 - July 2011
Citi April 2006 - October 2007
Lord, Abbett & Co. LLC July 2005 - March 2006
Starwood Hotels & Resorts Worldwide, Inc. March 2004 - July 2005
Skills
Distributed Systems, Server Side, Java, oracle, Sybase, Tomcat, Apache, J2EE Application..., Web Services, Object Oriented Design, JMS, Websphere, Unix, Linux, Spring, Version Control SVN, CVS, P4, Hibernate, Autosys, iBatis, Maven, Struts, Ant, Apache Ivy, SQL, Erwin, Visio, Java Enterprise Edition, Subversion, Spring Framework, Software Development, Oracle
Education
Binghamton University 1991 — 1995
Bachelor of Science (B.S.), Mechanical Engineering
Lord, Abbett & Co. LLC August 2014 - Present
FDM Group December 2012 - August 2013
NYC Department of Education October 2009 - June 2012
Skills
Java, J2EE, JDBC, JUnit, JDOM, JSP, JPA, Hibernate, Servlets, Spring, SVN, Tomcat, Mockito, C++, Oracle SQL Developer, Unix Shell Scripting, HTML, CSS, JavaScript, XML, Maven, Java Enterprise Edition
Education
John Jay College of Criminal Justice 2005 — 2011
Bachelor of Science (B.S.), Computer Information Systems and Public Administration
Lord, Abbett & Co. LLC 2005 - 2012
Morgan Stanley May 1985 - March 2005
Education
California State University-Fresno
Bachelor of Arts, History
Fresno City College
Lord, Abbett & Co. LLC May 2013 - Present
Citigroup November 2006 - May 2013
GE Asset Management January 2003 - October 2006
Skills
Project Management, Asset Managment, Investor Reporting, Business Analysis
Education
The University of Connecticut 2004 — 2005
Master of Business Administration (MBA), Finance, General
Banaras Hindu University 1995 — 1999
Bachelor of Technology (BTech)
HSBC Global Banking and Markets November 2014 - Present
Lord, Abbett & Co. LLC June 2014 - November 2014
Wells Fargo June 2013 - August 2013
Connectivity Data Systems, LLC June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, MSPowerPoint, Adobe Creative Suite, Budgets, PowerPoint, Teamwork, Public Speaking, Financial Analysis
Education
Boston University 2009 — 2014
Bachelor of Arts (B.A.), Economics
Lord, Abbett & Co. LLC April 2013 - Present
Education
Colgate University
Legg Mason & Co., LLC November 2014 - Present
Lord, Abbett & Co. LLC May 2011 - November 2014
Sidley Austin LLP September 2008 - May 2011
Education
Fordham University School of Law 2005 — 2008
Doctor of Law (J.D.)
College of the Holy Cross 1999 — 2003
Bachelor of Arts (B.A.), English
Lord, Abbett & Co. LLC July 2013 - Present
Education
Colgate University
Lord, Abbett & Co. LLC May 2007 - Present
Lord, Abbett & Co. LLC January 2002 - May 2007
Lord, Abbett & Co. LLC September 2000 - January 2002
Citi January 1998 - September 2000
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Asset Management, Derivatives, Securities, Hedge Funds, Portfolio Management, Financial Services, Bonds, Trading, Asset Allocation, Investments, Capital Markets, Series 7
Education
Briarcliffe College 1990 — 1994
Business Administration and Management, General
Lord, Abbett & Co. LLC April 2014 - Present
Skills
Project Management, Manufacturing, Business Analysis, Microsoft Excel, MS Project, Data Analysis, Visio, Six Sigma, C++, Microsoft Word, PowerPoint, High Organizational..., Communication Skills, Teamwork, Microsoft Office, Matlab, R, Access, Google Analytics, SQL, JMP, Salesforce.com, Research, Analysis, Business Objects, SAS
Education
Cornell University 2012 — 2013
Master of Engineering
University of Michigan 2008 — 2011
B.S.E
Lord, Abbett & Co. LLC September 2013 - Present
Education
Fairfield University
Lord, Abbett & Co. LLC June 2014 - Present
Education
Auburn University