Macquarie Group
Industry: Investment banking company
DescriptionMacquarie Group Limited is an Australian multinational independent investment bank and financial services company. CEO: Shemara Wikramanayake (1 Dec 2018–) Headquarters: Sydney, Australia Assets under management: 496.7 billion AUD (2018) Subsidiaries: Thames Water, Macquarie Research, Arqiva,
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Macquarie Group Employees
Chevron November 2013 - Present
Federal Reserve Bank of San Francisco April 2012 - October 2013
PIPC / Cognizant May 2011 - April 2012
PG&E December 2010 - January 2012
Exelon June 2010 - March 2011
Macquarie Group April 2010 - July 2010
Chevron November 2008 - December 2009
Pfizer June 2004 - November 2008
Philip Morris International May 2002 - December 2003
Ernst & Young March 2002 - May 2002
Skills
MS Project, Energy, Schedules, Telecommunications, Integration, Operations Management, Project Planning, Project Management, Management, Project Portfolio..., PMO, Program Management, Budgets, PMP, Change Management, Process Improvement, Management Consulting, Software Development, Project Delivery, Business Process..., Microsoft Project, Vendor Management
Education
Penn State University
BA, Economics
Macquarie Group May 2015 - Present
The Riverside Company June 2014 - December 2014
United States Air Force October 2007 - August 2010
Skills
Leadership, Private Equity, Management, Security Analysis, Financial Modeling, Investments, Mergers & Acquisitions, Public Speaking, Trading, Financial Accounting, Strategic Planning, Project Finance, Investment Management, Alternative Investments, LBO, Finance, Hedge Funds, Valuation, Politics, Business Valuation, Investment Banking, Economics, Real Estate, Financial Structuring, Acquisitions, Investor Relations, Securities, Budgets, Financial Analysis, Equities, Due Diligence, Microsoft Excel, Mergers, Technical Analysis, Data Analysis, Forecasting, Options, Equity Derivatives, Short Sales, Healthcare Management, Hedging, Fundamental Analysis, Military Experience, Security Clearance, Acting, Entrepreneurship, Equity Research, Consulting, Industry Research, Business Development
Education
Pepperdine University 2013 — 2015
Master of Business Administration (MBA), Finance
University of Kansas 2011 — 2013
Bachelor of General Studies in Liberal Arts and Sciences, Economics
Kinross Gold Corporation February 2014 - Present
MacDougall November 2012 - January 2014
Macquarie Group July 2012 - November 2012
Aeropostale June 2010 - November 2012
Statistics Canada May 2011 - August 2011
Hilton Suites Toronto/Markham Conference Centre & Spa June 2008 - August 2008
Michaels Arts and Crafts October 2006 - August 2007
Skills
Administration, Microsoft Office, Time Management, Organizing, Typing, History, Writing, Photoshop, PowerPoint, Microsoft Excel, Customer Service, Access, Invoicing, Social Networking, Research, Social Media, Event Planning, Teamwork, Online Marketing, Outlook, System Administration, Legal Documents, Project Planning
Education
Queen's University 2008 — 2012
Bachelor of Arts Honours, History
Macquarie Group November 2014 - Present
Manzke Machine, Inc. July 2007 - Present
Macquarie Group April 2010 - January 2012
Macquarie Group August 2002 - July 2004
GE Capital September 1998 - August 2002
General Atomics Aeronautical Systems July 1996 - September 1998
SAIC September 1992 - July 1996
Education
San Diego State University-California State University 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
BocaVox March 2015 - June 2015
Financial Times June 2013 - July 2014
Macquarie Group 2012 - 2012
Skills
Proficient in Microsoft..., Knowledgeable in..., Familiar with Windows..., Organization and..., Problem analysis, use..., Excellent oral and..., Able to work..., Deadline orientated, Customer Service, Digital Media Services, Able to speak..., Confident public speaker, Requirements Analysis, Systems Analysis, Requirement..., Systems Design, Project Planning, Linux, Operations Management, Microsoft Office, Microsoft Excel
Education
Nova Southeastern University 2014 — 2016
Master's Degree, Management Information Systems with concentration in Information Security
University of Santo Tomas 2009 — 2013
Bachelor of Science (B.S.), Information Systems
Coller Capital July 2013 - Present
Macquarie Group August 2011 - July 2013
ALC Advisors June 2011 - August 2011
Byrne Asset Management September 2010 - June 2011
Princeton University September 2007 - June 2011
Business Today February 2009 - August 2009
Phoenix Capital Partners, Ltd. June 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Financial Analysis, Private Equity, Mergers, Investments, Mergers & Acquisitions, Valuation, Strategy, Portfolio Management, Economics, Analysis, LBO, Equities, Corporate Finance, Due Diligence, Venture Capital, Finance, Research, Capital Markets, Bloomberg
Education
Princeton University 2007 — 2011
AB, Economics
Mount Lebanon High School 2003 — 2007
Macquarie Group February 2015 - Present
Hartfield, Titus & Donnelly October 2013 - February 2015
Headline Media Management April 2012 - August 2012
Rutgers MVP Lacrosse Camp January 2009 - January 2011
Minerowicz Construction January 2009 - January 2011
Leading Edge Lacrosse January 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML
Education
Rutgers University 2008 — 2013
History & Criminal Justice
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
The Montclair Kimberley Academy 2004 — 2008
Signature Bank 2006 - Present
Lancer Insurance Company 2002 - Present
Cottingham & Butler 2012 - Present
Propel Insurance 2012 - Present
Northern Building Supply 2010 - Present
St Lawrence University 2005 - Present
Make-A-Wish Foundation September 2011 - Present
Kemper Corporation February 2015 - Present
Macquarie Group 2009 - December 2014
Jane Addams Hull House Association 1994 - 2010
Skills
Private Equity, Mergers, Investments, Financial Modeling, Equities, Capital Markets, Corporate Finance, Investment Banking, Venture Capital, Valuation, Strategic Planning, Financial Analysis, Hedge Funds, Corporate Development, Alternative Investments, Due Diligence, Portfolio Management, Business Strategy, Structured Finance, Asset Managment, Property & Casualty..., Reinsurance, Business Development, Marketing Strategy, IPO, Investor Relations, LBO, Mergers & Acquisitions, Investment Management, Securities, Equity Research, Restructuring, Asset Management, Finance, Financial Structuring, Financial Services, Emerging Markets, Investment Strategies, Capital, Business Valuation, Executive Management, Risk Management, M&A experience, Financial Advisory, Corporate Governance, Fixed Income, Acquisitions, Investment Advisory, Strategic Financial..., Financial Planning
Education
Northwestern University - Kellogg School of Management 1979 — 1981
Master of Business Administration (MBA), Finance, General
Principia College 1975 — 1976
BA, History, Art History, English
Williams College 1972 — 1976
History, English
Coller Capital June 2014 - Present
Macquarie Group August 2010 - June 2014
LSM August 2008 - July 2010
Skills
Capital Markets, Leveraged Finance, Hedge Funds, Due Diligence, Fixed Income, M&A experience, Mergers & Acquisitions, Private Equity, Financial Modeling, Valuation, Equities, Venture Capital
Education
Northwestern University 2004 — 2008
BS, Communication Studies
CPP Investment Board September 2015 - Present
Macquarie Group January 2014 - August 2015
Macquarie Group July 2012 - December 2013
Macquarie Group January 2011 - June 2012
Accenture, Oracle Retail Systems Analyst February 2004 - January 2011
Accenture March 2009 - December 2010
Accenture October 2008 - March 2009
Accenture August 2008 - October 2008
Accenture March 2008 - June 2008
Accenture November 2007 - January 2008
Skills
Oracle, PL/SQL, SQL, Unix, Database Design, Requirements Gathering, SimCorp Dimension, Pro*C, Oracle Reports, Software Development, Toad, Control M, Oracle PL/SQL, Sybase, Team Leadership, Webmethods, Testing, Retek, SQL Tuning, Software Design, Banking, Change Management, VB.NET, Oracle SQL, Production Support, Oracle Forms 9i, 10g, 6i, Oracle ProC, Oracle Retail..., T-SQL Stored Procedures, Oracle Retail..., MS SQL, C, Visual C#, XSLT, Technical Leadership, CMMI, Agile & Waterfall..., Retail, Application Development, Continuous Improvement, Estimates, Tortoise SVN, Jenkins, Eclipse, JavaSE, Supply Chain Management, Oracle Enterprise..., Batch Programming, VBScript, Capital Markets
Education
Pamantasan ng Lungsod ng Maynila 1998 — 2003
BS, Electronics and Communications Engineering, 1.309
Pamantasan ng Lungsod ng Maynila 1998 — 2003
BS ECE, Electronics and Communications Engineering
Bank of America April 2010 - Present
PHH Mortgage January 2001 - April 2010
Macquarie Group January 2008 - March 2008
Merrill Lynch Credit Corporation June 1991 - January 2001
Skills
Corporate Governance, Notary Public, Loans, Mortgage Lending, Residential Mortgages, Mortgage Banking, Mortgage Servicing, Legal Research, Legal Assistants, Loan Origination, Real Estate, Contract Negotiation, Contract Management, Loss Mitigation, Litigation Support, Bankruptcy
Education
Rutgers University 1981 — 1985
Business Administration and Management, General
Brandywine College 1978 — 1980
A.S., Paralegal Studies
20th Century Fox Film September 2013 - Present
Macquarie Group May 2012 - July 2013
BNP Paribas Fortis November 2010 - May 2012
Skills
Disaster Recovery, Active Directory, Citrix, Business Analysis, Vendor Management, IT Service Management, Investment Banking, Windows 7, Windows Server, Windows XP, Blackberry Enterprise...
Education
University of Houston 2008 — 2010
Bachelor of Business Administration (BBA), Management Information Systems
San Jacinto College 2006 — 2008
Associate of Arts (AA), Business Administration and Management
Guardian Life October 2013 - Present
Macquarie Group August 2011 - September 2013
Sun Life Financial November 2007 - October 2010
TD Ameritrade November 2003 - March 2006
Sun Life Financial October 2000 - November 2001
John Hancock Financial Services September 1999 - October 2000
Skills
Series 7, Series 63, Life and Health..., Fixed Annuities, Variable Annuities, Life Insurance, Qualified Retirement..., Retirement Planning, Mutual Funds, Sales Presentations, R.I.A Products, Wealth Management, Asset Allocation, Retirement, Alternative Investments, 401k
Education
Saint Bonaventure University 1994 — 1998
Bachelor of Arts (B.A.), Management Sciences
DimDrop July 2013 - Present
Houston Technology Center April 2014 - Present
Wise Men Solutions December 2011 - January 2014
Macquarie Group November 2010 - December 2011
Academy Sports + Outdoors August 2006 - September 2010
Hewlett-Packard August 2003 - May 2006
Lehman Brothers August 2000 - May 2002
Houston Chronicle April 2000 - August 2000
SAIC August 1999 - April 2000
The University of Texas at Austin December 1997 - August 1998
Skills
Cloud Computing, Integration, E-commerce, Analytics, Business Intelligence, Business Analysis, Software Development, Big Data, Enterprise Architecture, IT Strategy, Mobile Applications, Strategic Sourcing, Solution Architecture, SharePoint, Online Marketing..., Android Development, Google Analytics, Retail, Office 365, Websphere, Augmented Reality, SPSS, iOS development, Perl, Entrepreneurship, Comedian, Infosphere Streams, Conceptual Art, Visual Arts, Business Development, Project Management, Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Master of Business Administration
Rensselaer Polytechnic Institute 1998 — 2003
MFA
The University of Texas at Austin 1993 — 1997
BA
NotMilk NYC July 2014 - Present
CCS March 2015 - Present
Panjiva October 2012 - June 2014
Panjiva January 2012 - October 2012
Panjiva January 2010 - January 2012
Macquarie Group August 2008 - January 2009
McKinsey & Company June 2007 - August 2007
Skills
Strategy, Salesforce.com, Lead Generation, Business Development, Analytics, Account Management, Strategic Partnerships, Social Networking, Project Management, New Business Development, Marketing Strategy, Business Strategy, Online Marketing
Education
New York University 2004 — 2008
Bachelor of Science (B.S.), Finance, Marketing
Macquarie Group November 2013 - Present
J.P. Morgan August 2012 - November 2013
J.P. Morgan April 2011 - August 2012
Houston ISD August 2009 - April 2011
J.P. Morgan April 2008 - August 2009
JPMorgan Chase November 2006 - April 2008
Skills
Finance, Loans, Settlement, Financial Modeling, Valuation, Banking, Investment Banking, Account Reconciliation, Energy
Education
Rice University
Bachelor of Arts (BA), Economics
University of St. Thomas (TX)
Master of Education (MEd), Education
Scotiabank Global Banking and Markets September 2014 - Present
Macquarie Group May 2013 - August 2013
PricewaterhouseCoopers April 2012 - August 2012
International Negotations August 2010 - August 2011
Queen's Finance Association Conference September 2010 - May 2011
Brain Trust August 2010 - May 2011
Limestone Capital August 2010 - May 2011
Queens's Commerce 2014 Hockey Team August 2010 - May 2011
Queen's Finance Club January 2010 - February 2011
Skills
Microsoft Excel, Financial Analysis, Research, Team Leadership, Analytical Skills, Teamwork, Financial Modeling, Analysis, Leadership, Strategy
Education
Queen's University 2010 — 2014
Bachelor of Commerce Honours (BCom), Finance
Office Evolution September 2015 - Present
Stratapult Advisors October 2009 - Present
Babelcube October 2013 - Present
Universal Weather and Aviation October 2010 - June 2015
Macquarie Group April 2008 - October 2009
Starwood Hotels and Resorts March 2007 - March 2008
Starwood Hotels and Resorts August 2004 - February 2007
Rein Capital January 2002 - August 2004
Citigroup August 2000 - November 2001
Accenture February 1995 - April 1998
Skills
Business Growth, Strategic Planning, Pricing, Marketing Strategy, Implementation, EBITDA Growth, Cross Functional Team..., Segmentation, Revenue, Start-ups, Cross-functional Team..., Yield Management, Business Development, Business Planning, Management Consulting, Strategy, Business Strategy, Financial Modeling, Analytics, Business Intelligence, Leadership, Team Leadership, Strategy Implementation, Scrum, Portfolio Management, Management, Venture Capital, Pricing Strategy, Business Process..., Project Planning, Financial Analysis, P&L Management, Online Marketing, Marketing, Business Process, Consulting, Executive Management, Finance, Corporate Development, Market Analysis, Entrepreneurship, Product Marketing, Project Portfolio..., Analysis, Competitive Analysis, Sales, Product Management, CRM, Strategic Partnerships, E-commerce
Education
Northwestern University - Kellogg School of Management
Master's Degree, MBA
University of New South Wales
B. Engineering, Manufacturing Management
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
U.S. House of Representatives June 2013 - August 2013
Ubomi Beads 2012 - 2013
Tussle Inc. June 2012 - August 2012
Macquarie Group July 2011 - August 2011
Skills
Public Policy, Entrepreneurship, Microsoft Word, Microsoft Excel, R, French, Gujarati, Leadership, Analysis
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Woodrow Wilson School of Public and International Affairs, Graduated Magna Cum Laude
The Pingry School 2002 — 2011
Graduated Cum Laude
Merrill Lynch May 2014 - Present
The Paul R. Eckna Memorial Foundation February 2002 - Present
Cantor Fitzgerald June 2011 - March 2013
Macquarie Group March 2009 - June 2011
Jefferies LLC April 2005 - January 2009
Credit Suisse April 1998 - June 2005
DLJ 1999 - 2000
The Bank of New York October 1992 - March 1998
Skills
Equity Trading, Series 7, Series 63, Series 55, Series 24, Hedge Funds, Proprietary Trading, Fundraising, Management, Private Banking, Mortgage Lending, Asset Based Lending, Bloomberg Terminal, FINRA, Investments, Property Management, Sales, Bloomberg, Asset Management, Equities, Capital Markets, Investment Banking, Trading, Fixed Income, Securities
Education
Rollins College 1986 — 1990
Garden City High School 1982 — 1986
Sutton Group - Heritage Realty Inc. 2012 - Present
The Daniels Team June 2011 - Present
Macquarie Group November 2009 - June 2011
AIG United Guaranty May 2006 - November 2009
Skills
Loans, Refinance, Mortgage Lending, Debt Consolidation
Education
Ryerson University 1998 — 2002
Bachelor of Commerce, Marketing and Business Communications
The University of Western Ontario 1995 — 1997
Kinesiology
Macquarie Group October 2014 - Present
JPMorgan Chase September 2013 - September 2014
Cenovus Energy 2013 - 2013
Master Pools Calgary 2011 - 2011
Skills
Financial Modeling, Financial Analysis
Education
Queen's University 2011 — 2013
Bachelor of Commerce (Honours), Finance
The University of Calgary 2009 — 2011
Eze Castle Integration July 2012 - Present
Urban Scavenger Race July 2012 - Present
EurAupair International March 2011 - Present
Self Employed March 2011 - Present
Macquarie Group October 2011 - July 2012
Claritage Capital, LP April 2006 - October 2011
Patch.com December 2010 - September 2011
World Heritage International Student Exchange March 2011 - June 2011
Self Employed October 2001 - January 2007
Skills
Office Management, Administrative Support, Calendars, Outlook, Expenses, Able To Multi-task, Excel, PowerPoint, Event Planning, Fundraising, Public Relations, Public Speaking, Hard Worker, Organizer, Quickbooks, Microsoft Excel, Administrative..., Microsoft Office, Social Media Marketing, Purchasing, Recruiting, Management
Education
University of Bridgeport 2008 — 2011
Bachelor’s Degree, International Political Economy and Diplomacy
Norwalk Community College 2002 — 2005
Associate’s Degree, Liberal Arts: Math and Science
Macquarie Group January 2014 - October 2014
RemX Specialty Staffing March 2013 - December 2013
Advantage Professional March 2012 - December 2012
Forensic Psychiatrist in Private Practice May 2010 - March 2012
Urban Residential January 2007 - August 2008
Skills
Microsoft Office, Salesforce.com, Adobe Creative Suite, iWork, Micros, Press Release Creation, Graphic Design, Human Resources, Temporary Staffing, Talent Acquisition, Executive Search, Press Releases, Recruiting, Temporary Placement, RPO, Sourcing, Marketing, Management, Outlook, Talent Management
Education
New York University 2002 — 2005
Bachelor of Fine Arts (BFA), Drama and Dramatics/Theatre Arts, General, 3.398
First Manhattan Co. June 2014 - Present
Macquarie Group August 2013 - May 2014
Wexford Capital LP April 2008 - April 2012
Wexford Capital LP February 2005 - March 2008
CIRCLE TRUST COMPANY 2000 - 2005
MATRIX INTERNATIONAL LOGISTICS 1995 - 2000
Skills
Bloomberg Terminal, Eze Castle Trading..., SS&C Recon, SS&C Advisorware, ISS Proxyvote, Advent, IFX Manager, SIX Telekurs iD, Axys, CAMRA, SEI, Microsoft Office, Equities, Fixed Income, Trading, Bloomberg, Securities, Hedge Funds, Alternative Investments, FX Options, Bonds, Financial Analysis, Financial Modeling, Investments, Asset Management, Finance, Mutual Funds, Options, Investment Banking, Private Equity, Venture Capital
Education
Quinnipiac University
B.S. Business Administration, Business Administration, Management and Operations
Wilton High School
Macquarie Group 2011 - June 2015
Skills
Portfolio Management, Risk Management, Financial Modeling, Derivatives, Financial Risk, Analysis, Finance, Market Risk, Options, Forecasting, Valuation, Investment Banking, Capital Markets, Corporate Finance, Private Equity, Investments, Fixed Income, Econometrics
Education
CFA Institute 2013 — 2013
CFA Level 1 passed on 1st attempt
Queensland University of Technology 2008 — 2011
Doctor of Philosophy, Quantitative Finance
The University of Queensland 2006 — 2007
Graduate Diploma in Science, Mathematics, GPA of 6.0 on 7 point scale
Queensland University of Technology 2002 — 2006
Bachelor of Business (First Class Honours), Finance
Macquarie Group February 2015 - Present
NASDAQ September 2014 - February 2015
Moelis & Company June 2010 - September 2014
Leucadia National Corporation June 2007 - June 2010
Skills
Human Resources, Employee Relations, PowerPoint, Finance, Microsoft Excel, Outlook, Recruiting, Due Diligence, Performance Management, Talent Management, HRIS, Microsoft Word, Microsoft Office, PeopleSoft, Personnel Management, Talent Acquisition, Onboarding, Employee Benefits, Career Development, Time Management, Applicant Tracking..., Leadership, Restructuring, Management, Training, Technical Recruiting, Internet Recruiting, Payroll
Education
Quinnipiac University 2003 — 2007
Psychology
Self-Employed March 2015 - Present
Macquarie Group August 2014 - Present
Macquarie Group June 2014 - August 2014
New York University October 2012 - August 2014
Self-Employed September 2013 - May 2014
Global Jewish Voice April 2013 - December 2013
Clear Channel Media and Entertainment June 2013 - August 2013
University of Pennsylvania June 2009 - August 2011
Max Brenner December 2010 - January 2011
Congregation Beth Israel 2008 - 2009
Skills
Research, SPSS, Microsoft Office, PowerPoint, Microsoft Word, English, Data Analysis, Teamwork, GIMP, Tissue Sectioning, Conducting Interviews, Assertiveness, Online Research, Qualitative Research, Microsoft Excel, Quantitative Research, Rodent Surgery, Immunohistochemistry, Media Production, Radio Producing, Audio Editing, Adobe Audition, Statistics, Yoga, Yoga Instruction, Thai Massage, Vinyasa
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
University of Nicosia 2013 — 2013
European Studies/Civilization
B2B Hospitality Partners LLC July 2014 - Present
Macquarie Group June 2009 - July 2014
Giuliani Capital Advisors April 2006 - April 2007
Theatricals 1990 - 2005
Skills
Office Administration, Office Management, Administrative..., Outlook, Spreadsheets, Microsoft Excel, Data Entry, Microsoft Office, Customer Service, System Administration, Lotus Notes, PowerPoint, Microsoft Word, Accounts Payable, Human Resources, Invoicing, Accounts Receivable, Time Management, Confidentiality, IT Management, Facilities Management, Event Planning, Event Management, Travel Management, Financial Analysis, Payroll, QuickBooks, Database Administration, Microsoft Office 2007, Corporate Events, Travel Arrangements
Education
Oklahoma City University
Bachelor of Music, Vocal Performance
Macquarie Group September 2013 - Present
Barclays Capital September 2010 - September 2013
Credit Suisse July 2003 - September 2010
AT&T September 2000 - July 2003
PwC March 1997 - August 2000
Skills
Information Reporting..., Tax, Corporate Tax, FATCA, Tax Research, CPA, Tax Advisory, Tax Reporting, Prime Brokerage, Auditing, Hedge Funds, State Tax, Account Reconciliation, Accounting
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
BS, Accounting
Kiev State University 1987 — 1991
BS, Economic
Macquarie Group July 2015 - Present
Jefferies December 2011 - July 2015
Micro Center April 2011 - December 2011
NewEdge May 2008 - January 2010
Fimat May 2007 - August 2007
Skills
Commodity, Microsoft Excel, Bloomberg, Trading Systems, Analysis, Electronic Trading, Microsoft Office, Economics, PowerPoint, Bloomberg Terminal, Trading, Customer Service, Microsoft Word, Event Planning, Finance, Options
Education
Penn State University 2006 — 2010
B.S, Economics
Macquarie Group January 2015 - Present
Mercuria Energy America, Inc July 2012 - January 2015
Congressional Hispanic Caucus Institute 2010 - 2011
Congressional Hispanic Caucus Institute 2010 - 2011
Rice Humanities Research Center August 2009 - June 2010
Rice Quantum Institute August 2008 - June 2010
Futura Language Professionals January 2010 - May 2010
Leadership Enterprise for a Diverse America (LEDA) 2009 - 2009
Skills
Community Outreach, Spanish, Program Development, Non-profits, Volunteer Management, Higher Education, Fundraising, Policy Analysis, Research, Public Speaking, Event Planning, Editing, Government, Policy, Politics, International Relations, Nonprofits, Public Policy, Program Evaluation, Leadership, Grant Writing, Microsoft Office
Education
South Texas College of Law 2015 — 2019
Rice University 2006 — 2010
Bachelor of Arts, Hispanic Studies, Kinesiology: Sports Medicine (formerly pre-med)
Marblegate Asset Management, LLC September 2012 - Present
Macquarie Group June 2009 - September 2012
Strategic Value Partners June 2006 - April 2009
The Blackstone Group February 2001 - June 2006
Standish Mellon Asset Management February 1997 - February 2001
Federal Reserve Bank of Boston February 1993 - February 1997
Skills
Special Situations, Value Investing, Valuation, Analysis, High Yield, Investment Management, Investment Banking, Financial Modeling, Restructuring, Hedge Funds, Private Equity
Education
Northeastern University 1991 — 1993
MBA, Finance
University of Vermont 1987 — 1991
BA, Biology
Hingham High School
ICBC-AXA Life June 2014 - August 2014
Macquarie Group June 2013 - August 2013
Mitsubishi UFJ Fund Services May 2013 - June 2013
China Life Insurance Co.Ltd June 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
SAS, Bloomberg, Microsoft Office, Data Analysis, Teamwork, Microsoft Excel, PowerPoint, Finance, Time Management, Access, Economics, Microsoft Word, Management
Education
The George Washington University - School of Business 2014 — 2016
Master's Degree, Finance
Purdue University - Krannert School of Management 2010 — 2014
Bachelor of Science (BS), Accounting and Business/Management
Descendants TV September 2014 - Present
We The People Productions September 2013 - April 2014
The Coveteur January 2013 - September 2013
Lileo September 2008 - September 2013
Learning Disabilities Association of Toronto September 2012 - June 2013
Milk Studios May 2012 - August 2012
Macquarie Group January 2012 - April 2012
B-Reel May 2011 - August 2011
Sons & Daughters Productions Inc. September 2008 - January 2010
Skills
Final Cut Pro, Photoshop, Leadership, After Effects, InDesign, Web Design, Outlook, Illustrator, Protool, Stop Motion, Microsoft Publisher, Microsoft Office, Teamwork, Energetic Leader, Meticulous eye for..., Film Production, Premiere
Education
Ryerson University 2010 — 2014
Radio & Television Arts
New York University 2012 — 2012
Film and Television, 4.0
Christie's 2015 - Present
Christie's 2011 - 2015
Macquarie Group October 2007 - August 2011
CCMP Capital 2006 - 2007
JP Morgan partners 2005 - 2006
Skills
Leadership Development, Employee Relations, Organizational..., Coaching, Talent Management, Change Management, Team Building, Onboarding, Instructional Design, Human Resources, Executive Coaching, Performance Management, Training Delivery, Organizational..., Employee Engagement, Talent Acquisition, HR Consulting, Culture Change, Workshop Facilitation, Employee Training, Management Development, Succession Planning, Staff Development, Personal Development, Training, Interviews, Career Development, Consulting, Strategy, Executive Development, Emotional Intelligence, HR Transformation, Human Capital, 360 Feedback, Organizational Design, Personnel Management, MBTI, Blended Learning, New Hire Orientations, Training, Management, Leadership, Strategic Planning, Project Management, Program Management, Event Planning, Customer Service
Education
Ohio University
Bachelor of Education (B.Ed.), Spanish Language Teacher Education
Macquarie Group September 2011 - April 2015
Willis July 2007 - August 2008
Bank of the West July 2005 - June 2007
Catchline Communications 1999 - 2004
Swatch Group (Rado Watch) March 1997 - June 1999
Grand Slam Sports Marketing June 1993 - July 1996
Skills
Event Marketing, Sponsorship, Strategic Planning, Marketing Communications, Business Development, Client Services, Event Planning, Event Management, Corporate Events, Social Media, Marketing Strategy, Marketing, Integrated Marketing
Education
Zicklin School of Business, CUNY-Baruch College 2009 — 2012
MBA, Marketing
New York University 1986 — 1991
Oberon Securities, LLC 2013 - Present
Monmouth Real Estate Investment Corporation (NYSE: MNR) 2005 - Present
New York University 2003 - Present
Cadence Capital Group, LLC 2009 - 2013
Macquarie Group 2008 - 2009
Citigroup Global Markets, Inc. 2006 - 2008
Standard & Poor's 1998 - 2006
Advanced Real Estate Services 1994 - 1997
Skills
Valuation, Structured Finance, Real Estate Economics, Due Diligence, Real Estate, Financial Structuring, Capital Markets, Commercial Real Estate, Corporate Finance, Investments, Mergers & Acquisitions, Acquisitions, Strategy, Investment Strategies, Securitization, Equities, Credit Risk, Underwriting, Credit Analysis, REIT, Private Equity, CMBS
Education
New York University
MS, Real Estate Finance & Investment
University of California, Riverside
BS, Economics with a minor in Accounting
Macquarie Group February 2013 - Present
Tethys Technology November 2010 - February 2013
Pico Quantitative Trading LLC November 2009 - September 2010
Barclays Capital / Lehman Brothers January 2007 - November 2009
Credit Suisse March 2001 - December 2006
PricewaterhouseCoopers (formerly Coopers &Lybrand) 1998 - 2001
TD Ameritrade (formerly TD Waterhouse) 1995 - 1998
Skills
FIX application support, Client Implementation, Algorithmic trading, IP Networking, Co-location, Trading System, FIX
Education
Rochester Institute of Technology
Bachelor of Science (B.S.), Finance
Richardson GMP November 2013 - June 2014
Macquarie Group January 2009 - November 2013
Blackmont Capital 2006 - 2009
BMO Nesbitt Burns 1998 - 2005
Skills
Securities, Wealth Management, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Investments, Fixed Income, Portfolio Management, Financial Services, Investment Advisory, Bonds, Capital Markets, Asset Management, Financial Planning
Education
Ryerson University 2000 — 2002
Bachelor of Commerce (B.Com.), Marketing Management/ Human Resources Management
Seneca College of Applied Arts and Technology 1997 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Canadian Securities Institute
Canadian Securities Course, Financial
U.S. Commodity Futures Trading Commission August 2015 - Present
Macquarie Group September 2014 - August 2015
Herrick, Feinstein LLP October 2011 - August 2014
U.S. Commodity Futures Trading Commission September 2010 - October 2011
TIG Advisors, LLC May 2008 - September 2010
Calyon Financial June 2004 - August 2007
Education
Seton Hall University School of Law 2007 — 2010
JD
Pace University - Lubin School of Business 2003 — 2007
BBA
Kaye Scholer LLP January 2015 - Present
Caplin & Drysdale September 2012 - December 2014
Macquarie Group 2006 - 2012
AIG 2002 - 2005
Feingold & Alpert, LLP 2000 - 2001
KPMG US 1999 - 2000
Skills
Due Diligence, Corporate Tax, Tax, International Tax, Private Equity, Financial Services, Financial Structuring, Structured Finance, Structured Products, Tax Law, Tax Advisory, Tax Accounting, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Risk Management, Investments, Venture Capital, Restructuring, Mergers & Acquisitions, Valuation, Finance, Transfer Pricing, Corporate Governance, Accounting, Corporate Law, Hedge Funds, Acquisitions, Legal Advice, Cross-border..., CPA, Litigation, Securities
Education
New York University School of Law 1998 — 1999
LL.M, Taxation
Syracuse University College of Law 1995 — 1998
Doctor of Law (J.D.)
University of Delaware 1990 — 1994
Bachelor of Science (B.S.), Accounting
Macquarie Group November 2013 - Present
Life Insurance Company December 2011 - November 2013
Bank of America Merrill Lynch June 2005 - December 2011
American Express Financial Advisors December 2002 - July 2004
Morgan Stanley August 2001 - November 2002
Cap Gemini Ernst & Young August 2000 - May 2001
Deloitte Consulting June 1999 - August 1999
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Equities, Financial Analysis, Corporate Development, Risk Management, Finance, Financial Services, Restructuring, Asset Management, Capital Markets, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
University of Minnesota - Carlson School of Management 1996 — 2000
BSB
Normandale Community College 1995 — 1997
BTIG June 2015 - Present
Macquarie Group September 2013 - February 2015
ABN AMRO Bank N.V. January 2012 - June 2013
Citi - Institutional Clients Group 2003 - January 2012
Mizuho Securities Co., Ltd. August 1999 - August 2003
Societe Generale August 1998 - August 1999
Sumitomo Mitsui Banking Corporation January 1995 - August 1998
Wells Fargo Securities 1990 - 1994
Skills
Risk Management, Electronic Trading, Futures, Interest Rate..., Derivatives, Clearing, Options Strategies, Fixed Income, Portfolio Management, Financial Markets, Equities, Swaps, Trading, Emerging Markets, Commodity, Options, Currency, Banking, Trading Strategies, Asset Management, Bloomberg, Portfolio Optimization, FX Options, Finance, Capital Markets, Futures Trading, Investment Banking, Hedge Funds, Securities, Equity Derivatives, Investments, Trading Systems
Education
Penn State University 1986 — 1990
BS, Finance & Economics
Macquarie Group August 2015 - Present
Macquarie Group August 2014 - June 2015
Houlihan Lokey June 2013 - August 2013
StoneCastle Partners February 2012 - July 2012
Distributed Capital Group October 2011 - December 2011
SimpliFlying May 2011 - July 2011
Skills
Microsoft Office, iWork, Economics, Microsoft Excel, Financial Modeling, Financial Analysis, Investment Banking, PowerPoint, Financial Accounting, Accounting, Analysis, Finance, Capital IQ
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
BSc in Business, Finance & Accounting
Raffles Junior College 2008 — 2009
A Level Certificate
Raffles Institution 2004 — 2007
Integrated Program Certificate
Bracewell & Giuliani LLP April 2011 - Present
Macquarie Group May 2007 - March 2011
Fortis Energy Marketing & Trading October 2006 - May 2007
Duke Energy May 2002 - October 2006
Enron October 1998 - May 2002
Bracewell & Giuliani LLP August 1994 - March 1998
Skills
Mergers, Mergers & Acquisitions, Energy, Due Diligence, Finance, Structured Finance, Financial Services, Commodity, Renewable Energy, Valuation, Fixed Income, Energy Industry, Corporate Law, Risk Management, Contract Negotiation, Private Equity, Management, Natural Gas, Investment Banking, Cross-functional Team..., Equities, Corporate Governance
Education
New York University School of Law 1991 — 1994
JD, Law
The University of Texas at Austin 1987 — 1991
BBA, Accounting & Finance
GE Canada October 2013 - Present
CBRE May 2013 - October 2013
Macquarie Group February 2011 - April 2013
General Electric October 2006 - December 2010
General Electric International May 2006 - October 2006
General Electric Canada July 2002 - May 2006
Skills
Facilities Management, Project Management, Operations Management, Procurement, Leadership, Outsourcing, Real Estate, Coaching, Real Estate Transactions, Contract Management, Contract Negotiation, Six Sigma, Process Improvement, Change Management, Negotiation, Cross-functional Team..., Strategic Planning, Operational Excellence, Business Strategy, Vendor Management, Team Building, Project Planning, Corporate Real Estate, Risk Management
Education
Queen's University 1996 — 2000
B.Sc, Mechanical Engineering
Lawrence Park Collegiate 1991 — 1996
Macquarie Group August 2002 - Present
Macquarie Equipment Finance 2012 - Present
Macquarie Electronics 2002 - 2011
Comdisco August 1995 - August 2002
Capital Associates International, Inc. March 1990 - August 1995
Skills
Finance, Valuation, Portfolio Management, Banking, Risk Management, Financial Services, Financial Structuring, Mergers & Acquisitions, Investment Banking, Business Strategy, Due Diligence, Pricing, Corporate Finance, Business Development, Structured Finance, Funding, Management, Asset Based Lending, Business Analysis, Financial Analysis, Financial Modeling, Asset Management, Financial Markets, Capital Markets, Private Equity, Equities, Leveraged Finance, Credit Analysis, Credit, Investments, Alternative Investments, Executive Management, Restructuring, Project Finance, Strategic Financial..., Securitization, Investment Strategies, Cash Management
Education
University of Northern Colorado 1986 — 1989
BS, Finance
Saint John's University 1985 — 1986
Mackie Research Capital May 2014 - Present
Mackie Research Capital March 2013 - August 2013
Macquarie Group December 2010 - March 2013
Arbitrage Magazine October 2010 - February 2011
Skills
Marketing Strategy, Investments, Bloomberg, Investment Strategies, Alternative Investments, Social Media, Marketing, Equity Trading, Capital Markets, Wealth Management, Estate Planning, Retirement Planning, Event Planning
Education
Ryerson University 2007 — 2011
Bachelor of Commerce, Marketing
Macquarie Group April 2015 - Present
Macquarie Group June 2014 - August 2014
Tiffany & Co. May 2013 - August 2013
New York University September 2012 - May 2013
Skills
Microsoft Excel, Economics, Finance, PowerPoint, Microsoft Word
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, 3.78/4.00, Magna cum laude
Mount Olive High School 2007 — 2011
High School Diploma, 3.98/4.00, top 10% of class
New York University
Sterling Town Equities January 2014 - March 2015
Macquarie Group June 2012 - August 2012
Roland Berger Strategy Consultants July 2011 - October 2011
JPMorgan Chase February 2011 - June 2011
Skills
Financial Modeling, Real Estate, Valuation, Microsoft Excel, Microsoft Office, Investment Banking, Corporate Finance, PowerPoint
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master's degree, Finance, 3.93
Renmin University of China 2008 — 2012
BS, Statistics, 3.72
Martin Resource Management 2012 - Present
Macquarie Group 2011 - Present
BP 2009 - 2011
BP 2007 - 2009
Sincor 2003 - 2007
Sincor 2001 - 2003
Booz & Company 1998 - 2001
Schlumberger 1994 - 1996
Skills
Business Development, Negotiation, Trading, Management Consulting, Strategic Planning, Problem Solving, Cross-functional Team..., Multicultural, Bilingual
Education
Purdue University 1996 — 1998
Master of Business Administration (MBA), Finance, General, GPA 3.9/4
Universidad Simon Bolivar 1989 — 1994
Mechanical Engineer, GPA 4.6 / 5
Macquarie Group January 2013 - Present
Morgan Stanley September 2009 - November 2012
Morgan Stanley October 2007 - September 2009
Morgan Stanley May 2009 - August 2009
Rite Aid Pharmacy September 2005 - March 2008
Goldman Sachs January 2007 - September 2007
Pace University December 2005 - June 2007
Skills
Fixed Income, Equities, Finance, Cash Management, Settlement, Trading, Derivatives
Education
Pace University 2004 — 2008
Bachelor of Science (BS), Biochemistry, Mathematics
Ernst & Young June 2012 - Present
Macquarie Group January 2007 - July 2012
Macquarie Group April 2007 - April 2010
Skills
Econometrics, Economics, Research, Investment Advisory, Strategic Advisory, Strategy, Quantitative Analytics, Policy, Financial Modeling, Bloomberg, Business Strategy, Corporate Finance
Education
University of New South Wales 2007 — 2009
Master of Commerce, Econometrics
University of South Australia 2002 — 2005
Bachelor of Business, International Business
University of South Australia 2002 — 2005
Bachlelor of Arts, International Studies
Wirtschaftsuniversität Wien 2004 — 2004
Economics and Business
New York University 2013 — 2015
Certificate in Leadership & Organizational Development, Organizational Leadership
caranna.works July 2015 - Present
Google January 2015 - Present
Two Sigma Investments February 2014 - January 2015
Crassic Consulting May 2008 - February 2014
Jane Street May 2012 - January 2014
Macquarie Group May 2009 - May 2012
Express Scripts May 2008 - December 2008
BlackRock September 2007 - December 2007
BlackRock January 2007 - May 2007
Stevens Institute of Technology June 2006 - October 2006
Skills
VBScript, PowerShell, C/C++, C#, HTML/XML, JavaScript, Windows Server, Windows, Mac OS X, Linux server..., ADO, WMI, Active Directory, Exchange 2003, VBA, ASP, Computer Repair, Computer Hardware, Cisco IOS, CSS, ITIL, CMMI, F#, Microsoft Exchange, Powershell, Linux System..., DHCP
Education
Stevens Institute of Technology 2005 — 2010
Bachelor of Engineering, Computer Engineering
New York University 2005 — 2007
East Asian Studies
Huntington National Bank April 2015 - Present
Macquarie Group April 2007 - March 2015
CIT November 2004 - March 2007
Proctor Financial, Inc August 2001 - October 2004
SE Corporation 2000 - 2001
Skills
Analytical Skills, Solid computer skills, Microsoft Excel, Oracle E-Business Suite, SQL, Microsoft Office, Customer Service, Access Database, International Business
Education
Oakland University 1999 — 2001
Business/Commerce, General
Oakland University 1999 — 2001
Business/Commerce, General
Macquarie Group March 2015 - Present
FDM Group November 2014 - Present
Donnies Dresses January 2014 - November 2014
Stevens Cooperative School July 2013 - December 2013
Skills
Access, HTML, Microsoft Office, Microsoft Word, SQL, Microsoft Excel, Project Management, Unix
Education
Rutgers University-New Brunswick
Bachelor of Science, Engineering
Macquarie Group June 2015 - Present
Lincoln Investment May 2014 - August 2014
Baia Restaurant May 2013 - August 2013
LItterers Restaurant June 2012 - August 2012
Excel Physical Therapy and Fitness May 2012 - June 2012
Cutting Edge Entertainment March 2008 - June 2010
Skills
Mutual Funds
Education
Penn State University 2012 — 2016
Finance, General
Smeal College of Business 2012 — 2016
Finance, General
Macquarie Group October 2009 - Present
ABN AMRO January 2007 - July 2009
Northern Trust Global Investments May 2003 - December 2006
Deutsche Bank January 2002 - May 2003
Goldman Sachs January 1998 - January 2002
Bankers Trust June 1996 - January 1998
Skills
Equity Trading, Equities, Trading, Bloomberg, Portfolio Management, Financial Markets, ETFs, Quantitative Analytics, Hedge Funds, Electronic Trading, Fixed Income, Trading Systems, Options, Series 7, Series 63, Investment Sales, Direct Market Access, Alternative Investments, Capital Markets, Securities, Negotiation, Derivatives, Arbitration, Conciliation, Structured Products, Bonds, FINRA, Asset Management, FX Options
Education
Nyack College
Bachelor of Science, Organizational Management
Canadian Association of Accredited Mortgage Professionals (CAAMP) October 2014 - Present
TMG The Mortgage Group April 2013 - Present
TMG-The Mortgage Group September 2011 - March 2013
Macquarie Group February 2008 - August 2011
Accredited Home Lenders June 2006 - January 2008
Skills
Mortgage Lending, Residential Mortgages, Refinance, Debt Consolidation, Commercial Mortgages, Credit, Certified Mortgage..., Loans, Mortgage Underwriting, Construction Loans, Real Estate Financing, Investments, Reverse Mortgages, Investment Properties, First Time Home Buyers, Mortgage Marketing, Banking, Mortgage Banking, Real Estate, Underwriting, Brokerage, Funding, Investors, Home Equity Lines of..., Lines Of Credit, Mortgage Servicing, Home Equity Loans, Leadership, Commercial Lending, Financial Advisory, Commercial Finance, Rates, Loan Origination, Credit Analysis, Finance, Business Development, Wealth Management, Referrals, Credit Risk, Financial Services, Real Estate Economics, Strategic Financial..., Strategy, Retail Banking, Portfolio Management, Sales, Interest Rates, Financial Planning
Education
Sauder School of Business 2013 — 2014
Commercial Appraisal Basics
The University of British Columbia 2006 — 2006
Mortgage Broker in BC, Mortgages
University of Victoria 2001 — 2005
Bachelor of Science, Economics
Esquimalt 1996 — 2001
View Royal 1988 — 1996
PRIME Real Estate Group May 2013 - Present
Macquarie Group August 2009 - September 2012
Merrill Lynch May 2005 - July 2009
Barclays Capital August 2004 - May 2005
Assurant (Formerly Fortis Inc) May 2002 - August 2004
Arthur Andersen September 2001 - April 2002
Skills
Internal Audit, Internal Controls, Financial Risk, Risk Management, Enterprise Risk..., Due Diligence, Finance, Financial Analysis, Management, Equities, Investment Banking
Education
Providence College 1997 — 2001
Bachelor of Science (B.S.), Accounting
Weichert Real Estate School
Macquarie Group August 2015 - Present
PricewaterhouseCoopers June 2014 - August 2015
PricewaterhouseCoopers September 2013 - June 2014
PwC June 2012 - August 2012
Skills
Accounting, Forecasting, Budgeting, Analysis, SOX
Education
Penn State University 2008 — 2013
B.S, M.S., Accounting, Finance
LF Distribution Holding Inc. (A Li & Fung Company) September 2014 - Present
Prada USA Corp December 2013 - August 2014
Sirius XM Radio Inc. August 2013 - December 2013
Time Warner Cable November 2012 - August 2013
Be A Hero - Hire A Hero October 2012 - November 2012
Epstein Becker & Green, P.C. July 2010 - August 2012
Macquarie Group September 2008 - May 2010
Eurohypo AG August 2005 - September 2008
JetBlue Airways April 2003 - March 2005
Elsevier November 2001 - March 2003
Skills
Employee Benefits, Dental, FSA, Transportation, 401k, Health, Benefit Administration, fmla, workers, Short Term Disability, HRIS, Benefits Administration, Onboarding, Exit Interviews, Employee Orientations, Benefits Management, E-Verify, FMLA, Human Resources, Employee Relations, Deferred Compensation, Disabilities, New Hire Orientations, HR Policies, Applicant Tracking..., College Recruiting, Talent Acquisition, Employee Training, Interviews, Labor Relations, ADP Payroll, Taleo, PeopleSoft, Succession Planning, COBRA
Education
Queens College City University of New York
Bachelor of Science (B.S, Industrial Psychology
New York University
Certificate, Human Resources Management
Dickinson Wright LLP August 2015 - Present
Dickinson Wright LLP August 2014 - June 2015
University of Windsor September 2012 - April 2014
Daoust Vukovich LLP May 2013 - August 2013
Macquarie Group July 2012 - August 2012
Ryerson University April 2012 - June 2012
University of Windsor Mediation Services November 2011 - April 2012
Haywood Securities 2012 - 2012
ALDO Group March 2007 - August 2011
Skills
Management, Research, Teamwork, Legal Writing, Microsoft Office, Leadership, Marketing, Training, Time Management, Litigation, Social Media, Legal Research
Education
University of Windsor 2011 — 2014
Doctor of Law (J.D.)
Ryerson University 2006 — 2010
Bachelor of Commerce (BCom), Law and Business
OREA Real Estate College 2008 — 2009
Pre-Registration Segment, Real Estate
Haute Deals NYC May 2015 - Present
FTI Consulting 2009 - Present
Macquarie Group 2008 - 2008
Duff & Phelps 2001 - 2008
McKinsey & Company 1999 - 2001
Arthur Andersen 1997 - 1999
Skills
Employee Relations, Leadership, Talent Acquisition, Human Resources, Change Management, Strategic Communications, Organizational..., Consulting, Onboarding, Recruiting, Financial Analysis, Performance Management, Employee Benefits, Succession Planning, Management
Education
Ohio University 1993 — 1997
BBA
Macquarie Group July 2013 - Present
Macquarie Group July 2011 - June 2013
Macquarie Group October 2009 - July 2011
Microsoft October 2008 - October 2009
Everest Management Network Inc. May 2007 - March 2008
Redwood Custom Communications 2006 - 2007
Saint Mary's University August 2003 - May 2005
Skills
Recruiting, Human Resources, Employee Relations
Education
Saint Mary's University 2002 — 2006
B.Comm, Human Resources
Macquarie Group August 2013 - July 2014
Skills
Trading Floor, Market Data, Technical Support, Project Management, Office 365, BMC Remedy Ticketing..., MDM
Education
North Carolina Central University 1990 — 1994
EY February 2015 - Present
Macquarie Group July 2013 - September 2014
Macquarie Group September 2012 - June 2013
Macquarie Group May 2010 - October 2012
Royal Motor Yacht Club Rose Bay November 2009 - May 2010
Sydney Convention and Exhibition Centre January 2007 - May 2010
Skills
Analysis, Financial Analysis, Project Management, Credit, Building Relationships, Product Management, Pricing, Credit Risk, Strategy, Risk Management, Teamwork, Team Leadership, Financial Risk, Logical Thinker, Management, Product Development, Financial Modeling, Banking, Business Strategy, Finance, Portfolio Management, Financial Services, Business Analysis, Corporate Finance, Leadership, Consulting, Business Process...
Education
University of Nottingham - Nottingham University Business School 2014 — 2014
Masters of Commerce, Finance
University of Sydney 2012 — 2014
Master of Commerce, Finance & Project Management, Distinction - WAM 81.41%
University of Sydney 2007 — 2009
Bachelor of Economics, Finance and Economics
The Scots College 2004 — 2006
Extension 2 Mathematics
Melbourne Grammar School 2000 — 2004
Macquarie Group January 2013 - Present
Deutsche Bank Securities March 2011 - April 2012
Deutsche Bank Securities August 2007 - February 2011
Citi July 2005 - August 2007
Skills
Corporate Finance, Capital Markets, Leveraged Finance, Project Finance, Structured Finance, Mezzanine, Private Equity Funding, Energy, Renewable Energy, Commodities, Infrastructure Projects, Special Situations, Principal Investing, Private Equity
Education
NYU 2002 — 2005
BS, Finance / Economics
Macquarie Group May 2014 - Present
Macquarie Group July 2012 - Present
Johnson & Johnson September 2011 - May 2012
ALPFA Rutgers New Brunswick September 2011 - April 2012
Wells Fargo Insurance Services 2011 - September 2011
Tabitha Ministries July 2010 - April 2011
Skills
Leadership, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Finance, Research, Analysis, Public Speaking, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Finance, Economics, Human Resources
University of KwaZulu-Natal 2010 — 2010
Bachelor's degree, International Business/Trade/Commerce
Rahway High School 2004 — 2008
3.6
w3r Consulting April 2013 - Present
Macquarie Group January 2011 - March 2013
Pulte Group, Inc. 2010 - 2010
Karmanos Cancer Institute 2009 - 2010
Karmanos Cancer Institute January 2009 - August 2009
Technical Training, Inc. October 2007 - October 2008
Technical Training, Inc. December 2005 - October 2007
Technical Training, Inc. August 2005 - December 2005
Skills
Onboarding, Employee Relations, HRIS, Recruiting, Talent Acquisition, Employee Engagement, Reporting Metrics, Orientation Programs, Problem Solving, Training, Employee Orientations, Employee Benefits, Employee Loyalty, Interviewing Skills, Confidentiality, Labor Relations, Temporary Placement, Payroll, Personnel Management, Taleo, Human Resources
Education
Oakland University 2000 — 2005
Bachelors, Human Resource Development
Lakeview
Bank of America January 2014 - Present
TD Securities May 2012 - November 2013
TD Ameritrade January 2012 - May 2012
Macquarie Group May 2011 - February 2012
The Guardian Life Insurance Company of America November 2010 - April 2011
JPMorgan & Chase Co. February 2010 - October 2010
1800 Flowers May 2008 - October 2009
Citco May 2008 - March 2009
PTS Consulting November 2006 - April 2008
Fortis Financial Investment Bank September 2004 - November 2007
Skills
Vendor Management, PMO, Program Management, SDLC, ITIL, Integration, Project Management, Risk Management, Data Center, Management, Project Planning, Project Delivery, IT Operations, Six Sigma, IT Strategy, Disaster Recovery, Project Portfolio..., Business Analysis, Business Continuity, Change Management, Enterprise Software, IT Management, Infrastructure, Leadership, PMP, Requirements Analysis, Software Development, Software Project..., Strategy
Education
New York University - Polytechnic School of Engineering 1990 — 1992
M.S., Telecommunications & Computing Management
Stony Brook University 1982 — 1985
BS, Computer Science
PMI Institute
Queens Museum September 2013 - January 2014
Macquarie Group July 2012 - July 2012
Skills
Microsoft Excel, Financial Analysis, Customer Service, Microsoft Office
Education
University of Rochester 2013 — 2014
Cardinal Spellman High School 2009 — 2013
Pace University
Cultural Anthropology, Computer Science
Triangle Petroleum Corporation June 2014 - August 2014
IFC - International Finance Corporation (World Bank) 2011 - 2013
Macquarie Group June 2010 - June 2011
Macquarie Group August 2008 - May 2010
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2004 — 2008
BA
Sidwell Friends School 2000 — 2004
Macquarie Group April 2014 - September 2014
Macquarie Group December 2012 - April 2014
Macquarie Group December 2008 - December 2012
Macquarie Group August 2005 - December 2008
BBH Solutions 2001 - 2005
Warshaw Group 1994 - 2001
Parsons Brinckerhoff 1989 - 1994
Skills
Project Portfolio..., Program Management, Project Management, Project Delivery, PMO, Vendor Management, IT Management, Due Diligence, IT Strategy, Transition Services..., Asset Management, Mergers & Acquisitions, Governance, Outsourcing, Business Process..., Integration, Infrastructure, Enterprise Software, SDLC, Operations Management, Business Process..., Risk Management, IT Service Management, ITIL, Marketing, Business Analysis, Trading Systems, Leadership, Stakeholder Management, Team Leadership, Change Management, Disaster Recovery, Service Delivery, Business Continuity, Start-ups, Financial Services, Budgets, KPI
Education
Northern Michigan University
Bachelor's Degree
Northern Michigan University
Bachelor's degree, Theatre
Macquarie Group April 2014 - Present
Macquarie Group April 2011 - Present
Credit Suisse March 2010 - August 2010
Dress for Success Worldwide March 2009 - March 2010
Deloitte December 2006 - November 2008
Deloitte October 2004 - December 2006
Goldman Sachs (Asia) LLC December 2002 - August 2003
Goldman Sachs September 1999 - December 2002
Education
University of Cambridge 2003 — 2004
MBA
Queen's University 1996 — 1999
Bachelor of Commerce, Major in Finance and International Business Management
Macquarie Group March 2014 - Present
Specsavers February 2012 - February 2014
TIAA-CREF July 2011 - September 2011
TIAA-CREF 2009 - June 2011
TIAA-CREF 2004 - 2009
Education
Regis University 2008 — 2009
Master of Business Administration (M.B.A.), Finance and Accounting
University of Colorado Denver 2006 — 2007
Master’s Degree, History
Regis University 2000 — 2004
Bachelor's degree, International Business and Spanish
Macquarie Group November 2013 - April 2014
Simons Foundation September 2013 - October 2013
Buro Happold April 2013 - June 2013
Firelight Media December 2011 - March 2012
The Atlantic Philanthropies November 2010 - January 2012
Cantor Fitzgerald/BGC/eSpeed May 2007 - May 2010
Donna Karan International January 2004 - May 2006
Skills
Executive..., Gatekeeper, Heavy Calendaring, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Bookkeeping, QuickBooks, Payroll, Travel Planning, Recruitment Advertising, Adobe Creative Suite, PowerPoint, Final Cut Pro, Photoshop, Promotional Copy, Event Planning, Event Management, Research, Writing, Customer Service, Social Networking, Social Media, Teaching, Public Speaking, Time Management, Administrative..., Spanish, Human Resources, Management, Office Management, Nonprofits, Budgets, Editing, System Administration, Public Relations, Fundraising, Employee Relations, Leadership, Recruiting
Education
New York University 2006 — 2007
Bachelor of Fine Arts (BFA), Film & Television
New York University 1993 — 1998
Bachelor of Fine Arts (BFA), Film & Television
International Fund Services (NA) LLC, A State Street Company March 2001 - Present
Macquarie Group September 1999 - May 2000
Citibank, N.A. - Ireland July 1997 - July 1999
Skills
Hedge Funds, Change Management, Fixed Income, Equities, Derivatives, Fund Accounting, Investor Relations, Outsourcing, Account Reconciliation
Education
Saint Leo University 1992 — 1996
Bachelor's degree, Business Administration and Accounting
Macquarie Group September 2014 - Present
Barclays 2012 - 2014
Anglo Irish Bank 2004 - 2010
Skills
Loans, Capital Markets, Asset Managment, Financial Modeling, Valuation, Commercial Banking, Investments, Debt Restructuring, Structured Finance, Underwriting, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Fixed Income, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Strategy
Rollins College 2000 — 2004
BS, Economics
Belmont Hill 1994 — 2000
Macquarie Group July 2010 - Present
Taproot Systems Inc February 2007 - March 2010
Skills
Software Development, Linux, Unix, SQL, Software Engineering
Education
North Carolina State University 2004 — 2006
Master's degree, Computer Science, 4.0
University of Madras 2000 — 2004
B.Tech, Information Technology, 3.8
Macquarie Group September 2015 - Present
Newedge July 2013 - April 2015
Bank of America Merrill Lynch January 2008 - June 2012
American Option Services June 2003 - December 2007
Chicago Board Options Exchange September 1997 - May 2002
Skills
Derivatives, Financial Markets, Trading, Options, Trading Systems, Electronic Trading, Series 7, Equities, Bloomberg, Capital Markets, Financial Modeling, Hedge Funds, Fixed Income, Investments, Securities, Trading Strategies, Valuation
Education
Roosevelt University 1999 — 2002
B. S. in Business Administration, Finance, General
Sapphire River Advisory LLC January 2014 - Present
Kirkland & Ellis LLP September 2011 - January 2014
Macquarie Group June 2010 - August 2010
John W. Bristol & Co., Inc. May 2006 - May 2009
Skills
Private Equity, Valuation, Investments, Finance, Portfolio Management, Equities, Corporate Law, Analysis, Equity Research, Negotiation, Research, Banking, Asset Management, Microsoft Excel, Microsoft Word, PowerPoint, Capital IQ, Westlaw, LexisNexis, SNL Financial, Legal Research, LBO, M&A experience, Due Diligence, Financial Analysis
Education
Northwestern University School of Law 2009 — 2011
Juris Doctor, Law
New York University - Leonard N. Stern School of Business 2003 — 2006
Bachelor of Science (BS), Finance
Concord Carlisle High School 1999 — 2003
Tullett Prebon January 2014 - August 2014
Dorado Energy Services December 2012 - December 2013
JP Morgan Chase February 2011 - November 2012
OTC Global Holdings LP November 2009 - January 2011
Macquarie Group June 2007 - October 2009
J&C Commodities June 2005 - September 2007
Alliance Futures July 2003 - July 2005
Prime International Trading November 2000 - June 2003
SMW Trading 1998 - 2000
Skills
Commodity, Options, Hedging, Trading, Derivatives, Commodity Markets, Trading Strategies, Electronic Trading, Volatility, Options Strategies, Proprietary Trading, Commodity Risk..., Technical Analysis, Trading Systems, Swaps, Derivatives Trading, Financial Markets, FX trading, Currency, Risk Management, Market Making, Equity Derivatives, Bloomberg, Hedge Funds, Equities, FX Options, Equity Trading, Fixed Income, Arbitrage, FINRA, Traders, Alternative Investments, Market Risk, Interest Rate..., Capital Markets, Soft Commodities, Foreign Exchange, Securities, Natural Gas
Education
Northwestern University 1992 — 1997
BS, Organizational Learning and Behavior
Royal HS
Consultant January 2014 - Present
Macquarie Group January 2013 - January 2014
Capco January 2012 - January 2013
Ontario Teachers' Pension Plan May 2011 - January 2012
CGI Group Inc. July 2007 - June 2009
Ryerson University September 2006 - May 2009
Skills
Derivatives, Capital Markets, Business Analysis, Equities, Financial Modeling, Wealth Management, Electronic Trading, Market Data, Data Architecture, Fixed Income, Risk Management, Financial Services, Financial Markets
Education
Ryerson University 2004 — 2007
BComm (Honours)
Macquarie Group 2012 - Present
Goldman Sachs 2004 - 2012
Columbia University 2000 - 2004
Skills
Commodity, Quantitative Analytics, Monte Carlo Simulation, Derivatives, Quantitative Finance, Financial Engineering, Stochastic Calculus, Market Risk, Options, Valuation
Education
New York University 1995 — 2000
PhD, Mathematics
Princeton University 1991 — 1995
AB, Mathematics
SSMS
Macquarie Group February 2010 - October 2014
Systematic Financial Mgmt January 2007 - February 2010
GFI Group July 2005 - June 2006
Alliance Bernstein March 1997 - July 2005
Abel/Noser Corp July 1995 - March 1997
Mitchell Hutchins Asset Management June 1987 - July 1995
Skills
Financial Analysis, Investments, Equities, Sales, Sales Process, Relationship Management, Portfolio Management
Education
Pace University
Master of Business Administration (M.B.A.), Investments and Portfolio Management
St. John's University
Bachelor's Degree, Finance
Macquarie Group March 2013 - Present
Macquarie Group March 2010 - March 2013
Barclays Capital September 2008 - March 2010
Lehman Brothers December 2005 - September 2008
Johnson & Johnson December 2004 - November 2005
New York Life July 1999 - May 2002
Skills
Equities, Wealth Management, Securities, Reconciliations, Regulatory Requirements, Business Systems..., Client Services, Offshoring, People Management, Change Management, Management, Financial Services, Fixed Income, Derivatives, Capital Markets, Risk Management, Operational Risk, FINRA, Settlement, Finance, Equity Trading, Business Analysis, Options, Back Office, Collateral Management, Financial Risk, Mutual Funds, Operational Risk..., Cash Management, Product Control, Equity Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
BA, Science of Management & Labor
Rutgers University-New Brunswick 1997 — 1999
BA, Management & Labor Relations
Macquarie Group June 2012 - Present
UBS Investment Bank June 2008 - April 2012
Bear Stearns Inc. June 1995 - March 2008
Skills
Management, Trading, Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Electronic Trading, Investment Banking, Equities, Trading Systems, Equity Derivatives, Derivatives
Education
Quinnipiac University 1992 — 1995
bs, economics
SEI March 2015 - Present
Macquarie Group November 2008 - December 2013
Superpartners May 2006 - June 2008
Southern Cross Health Insurance May 2006 - April 2007
Westpac January 2005 - May 2006
Hyatt 2000 - 2005
Skills
Change Management, Customer Service, Stakeholder Management, Business Strategy, Process Improvement, People Management, Quality Assurance
Education
Northwestern State University 1996 — 2000
Bachelor's Degree, Hospitality Administration/Management
Northwestern State University
Bachelor of Science (B.S.), Hospitality Administration/Management
bluesource April 2013 - November 2014
Arttech Systems Ltd 1996 - 2013
Macquarie Group April 2010 - August 2011
Macquarie Group 2010 - 2011
Estee Lauder January 2007 - September 2009
Skills
ITIL, Disaster Recovery, Vendor Management, IT Strategy, Project Management, IT Management, IT Service Management, IT Operations, Change Management, Enterprise Architecture, Data Center, Virtualization, Integration, VMware
Education
Pace University-New York
Queen's College
Bachelor of Arts (BA), Commmunication Arts & Sciences
Nomura Securities April 2014 - Present
UBS Investment Bank November 2013 - March 2014
Macquarie Group May 2013 - September 2013
Employment Agencies (Under Contract) February 2011 - May 2013
Barclays Capital August 2009 - January 2011
Bear Stearns February 2000 - August 2008
American Association of Advertising Agencies June 1998 - February 2000
Republic National Bank August 1992 - June 1998
Skills
Series 7, Series 63, Equity Research, Fixed Income, Equity Trading, Investment Banking, Outlook, Excel, PowerPoint, Expenses, Database Administration, Conference Management, Video Conferencing, SharePoint, Calendaring, Bloomberg, Conference Registration, Microsoft Excel, Meeting Planning, Equities
Education
New York University 2003 — 2005
Maglan Capital August 2011 - Present
Macquarie Group August 2009 - July 2011
BNP Paribas Fortis June 2009 - August 2009
Lehman Brothers June 2007 - October 2008
Andrews Kurth LLP March 2006 - April 2007
Rainbow Apparel Co May 2001 - February 2006
Education
Pace University 1999 — 2002
BS, Computer Science
Macquarie Group July 2015 - Present
Macquarie Group December 2013 - Present
Momentive Specialty Chemical October 2012 - December 2013
Gexa Energy October 2009 - October 2012
Gexa Energy September 2009 - September 2010
The Hanover Insurance Group 2006 - June 2010
Safety Insurance 1995 - 1999
DMC 1992 - 1994
CIGNA Group Insurance 1988 - 1991
John Hancock Life Insurance Company (U.S.A.) 1988 - 1991
Skills
Deferred Compensation, Financial Risk, Technical Support, Mergers, Projects, Research, Supply Management, Managerial Finance, Process Improvement, Change Management, CRM, Training, Mergers & Acquisitions, Outsourcing, Call Centers, Business Analysis, Leadership, Business Strategy, Management, Team Building
Education
Northeastern University
Business
Pasadena High School
CNA Financial June 2013 - Present
Macquarie Group December 2007 - June 2013
General Electric July 2005 - November 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Auditing, Due Diligence, Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Equities, Investments, Investor Relations, Managerial Finance
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration
American Securities August 2014 - Present
Macquarie Group August 2012 - May 2014
Macquarie Group June 2011 - August 2011
Avery Dennison January 2011 - May 2011
Skills
Microsoft Excel, PowerPoint, Private Equity, Microsoft Office, Be Your Own Boss
Education
Pomona College 2008 — 2012
BA, Mathematical Economics
University of Cape Town 2010 — 2010
Mathematical Economics
Macquarie Group April 2013 - Present
KeyBanc Capital Markets September 2011 - March 2013
KeyBanc Capital Markets April 2011 - September 2011
KeyBank July 2010 - April 2011
HSBC Mortgage Services June 2008 - September 2008
Skills
Capital Markets, Bloomberg, Finance, Financial Analysis, Financial Modeling, Valuation, Equities
Education
Ohio University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting, Finance
Ridgemont Equity Partners December 2012 - May 2015
Macquarie Group August 2010 - November 2012
Citi June 2009 - August 2009
U.S. House of Representatives June 2008 - August 2008
American Public Transportation Association July 2007 - September 2007
Education
Northwestern University 2006 — 2010
Bachelor of Science (BSc)
Northwestern University 2006 — 2010
Bachelor of Arts (BA)
Northwestern University - Kellogg School of Management 2008 — 2009
Certificate Program for Undergraduates (CPU)
Maret School
Wells Fargo Advisors August 2013 - Present
Macquarie Group May 2012 - August 2013
IntercontinentalExchange, Inc. August 2010 - May 2012
InStyle March 2010 - June 2010
MCM Hospitality August 2008 - December 2009
Cox Radio August 2007 - May 2008
VH1 September 2006 - December 2006
Skills
Data Entry, Salesforce.com, Microsoft Office, Financial Reports, Accounts Receivable, Accounting, Concur, Workday, PeopleSoft, Financial Statements, Management, Microsoft Excel, Advertising, CRM, Office Management, Sales, Press Releases, PowerPoint, Facebook, Social Media
Education
Quinnipiac University 2003 — 2007
Bachelor of Arts, Public Relations, Advertising, and Applied Communication, 3.2
Quinnipiac University 2003 — 2007
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
Capital One January 2013 - Present
Macquarie Group April 2014 - November 2014
ING DIRECT March 2011 - December 2012
IDS Scheer/Software AG March 2006 - February 2011
Care Science January 2005 - February 2006
CTI Networks August 2001 - January 2004
Skills
ARIS, Business Process Design, Business Architecture, Enterprise Software, Business Process..., Business Process, Master Data Management, Enterprise Architecture, PMO, ITIL, IT Strategy, SOA, Requirements Analysis, Business Process..., Process Management, Agile Methodologies, Requirements Gathering, Scrum, Integration, Business Process Mapping, BPMN, Visio, Databases
Education
Penn State University 1999 — 2003
BS, Computer Science
Hillsdale Investment Management Inc. 2012 - Present
Macquarie Group 2011 - 2012
Manulife Securities 2008 - 2011
RBC Dominion Securities 2006 - 2007
Department of Economics, Ryerson University 2005 - 2007
Skills
Analysis, VBA, PowerPoint, SQL, Business Process, Financial Services, Equity Research, Data Analysis, ETFs, Trading Systems, Financial Markets, Access, Middle Office, Project Management, Equities, Financial Modeling, Bloomberg, Investments, Risk Management, Financial Analysis, Economics, Hedging, Quantitative Analytics, Process Improvement, Business Process..., Market Risk, Valuation, Asset Management, Financial Risk, Finance
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance
CFA Institute
CFA Charter
Ryerson University 2003 — 2007
BA
Canadian Securities Institiute
Derivatives Fundamentals & Options Licensing Course
Canadian Securities Institute 2006 — 2007
CSC
Canadian Securities Institute 2007 — 2007
CPH
Harrison and Star October 2010 - Present
Macquarie Group 2010 - 2010
Bear Stearns Asset Management May 2005 - November 2008
Education
Parsons School of Design
BFA, Communication / Graphic Design
Oppenheimer & Co. Inc. July 2014 - Present
Macquarie Group June 2013 - August 2013
Morgan Stanley Wealth Management September 2012 - February 2013
Wachtell, Lipton, Rosen & Katz June 2012 - August 2012
Merrill Lynch September 2011 - January 2012
Education
New York University 2010 — 2014
Bachelor of Arts (BA), Economics, Magna Cum Laude
New York University in Prague
Macquarie Group June 2013 - Present
paradigm quest August 2011 - April 2013
Macquarie Bank April 2007 - July 2011
Macquarie Financial April 2007 - July 2011
BMO Financial Group March 1995 - April 2007
Skills
Mortgage Lending, Residential Mortgages, Credit, Loans, Credit Analysis, Banking, Refinance, Mortgage Underwriting, Underwriting, Credit Risk, Investments, Risk Management, Renewals, Renewal Retention, Quality Assurance, Quality Auditing
Education
Ryerson University
EverPoint Asset Management April 2014 - Present
SAC Capital April 2013 - April 2014
Macquarie Group August 2011 - April 2013
Sagehen Capital Management May 2010 - December 2011
Pomona College Dept. of Economics October 2007 - May 2011
Gould Asset Management September 2010 - December 2010
Aksia May 2010 - August 2010
Breakwater Yacht Club May 2005 - August 2009
The Student Life Newspaper January 2008 - January 2009
Education
Pomona College 2007 — 2011
BA, Mathematical Economics
Scarsdale High School 2003 — 2007
Actavis September 2014 - Present
Actavis April 2013 - September 2014
Macquarie Group April 2012 - April 2013
AIG May 2010 - April 2012
PricewaterhouseCoopers June 2006 - April 2010
Schorpp, Collier & Berlin, PC January 2004 - May 2006
Skills
Federal Taxation, State Taxation, Tax Provision, Tax, Provision, Internal Audit, Auditing, Finance, Tax Advisory, Analysis
Education
Seton Hall University 2007 — 2010
MST, Taxation
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
B.S., Accounting, Art History
Macquarie Group September 2001 - Present
Skills
Investment Banking, Private Equity, M&A experience, Corporate Finance, Due Diligence, Valuation, New Business Development, Asset Management, Mergers, Business Development, LBO
Education
European School of Business Reutlingen 1997 — 2001
Diplombetriebswirt (FH)
Northeastern University 1997 — 2001
BSc International Business
University of Gothenburg
Groupon 2013 - Present
Macquarie Group 2012 - 2013
Macquarie Group 2011 - 2012
NICTA 2010 - 2011
Skills
Python, C, Distributed Systems, C++, Java, Computer Science, Unix Shell Scripting, Linux, Machine Learning, Algorithms, Trading Systems, Matlab, Sybase, SQL, VBA, Unix, Artificial Intelligence, Financial Modeling, Microsoft SQL Server, MySQL, CUDA, Oracle Coherence, JMX, Hadoop, MapReduce, HBase, Apache Storm, Solr
Education
Penn State University
Exchange Student, Computer Engineering
University of New South Wales
B Computer Engineering (Hons), Artificial Intelligence, 1st Class
University of Newcastle
Bachelor of Commerce (BCom), Accounting and Finance, Distinction
Amazon Web Services June 2015 - August 2015
J.P. Morgan November 2010 - August 2014
Deutsche Bank July 2009 - November 2010
Macquarie Group June 2008 - August 2008
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Hong Kong 2006 — 2009
Bachelor of Science, Mathematics and Physics, First Class Honours
University of California, Santa Barbara 2007 — 2008
Exchange Student, Mathematics and Physics
Peking University 2005 — 2006
Chemistry
Glenfarne Group, LLC 2011 - Present
Macquarie Group December 1996 - May 2011
Skills
Private Equity, Valuation, Investment Banking, Equities, Due Diligence, Asset Management, Investments, Financial Modeling, Capital Markets, Venture Capital, Corporate Finance, Alternative Investments, Financial Structuring, Hedge Funds, Mergers & Acquisitions, Emerging Markets, Project Finance, M&A experience, Structured Finance, Portfolio Management
Education
The Australian National University 1993 — 1997
Engineering (Robotic Systems)
Penn State University 1997 — 1997
Engineering Exchange Program
The Australian National University 1993 — 1995
Commerce (Accounting / Economics)
FirstKey 2015 - Present
Macquarie Group 2010 - 2014
Skills
Capital Markets, Investments, Due Diligence, Real Estate Development, Valuation, Real Estate Economics, Financial Structuring, Private Equity, Financial Modeling, Acquisitions, Asset Management, Real Estate, Portfolio Management, Commercial Real Estate, Structured Finance
Education
New York University, Stern School of Business 1996 — 1999
Master of Business Administration (MBA), Finance
Penn State University 1990 — 1994
BS, Finance
The Buckingham Research Group January 2014 - Present
Home July 2013 - December 2013
Macquarie Group January 2012 - July 2013
FBR 2008 - 2011
bear stearns September 2002 - June 2008
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Securities, Investments, Asset Management, Bloomberg, Equity Research, Investment Banking, Valuation, Series 7, Derivatives, Alternative Investments, Series 63, Financial Modeling, Equity Derivatives, FINRA, Investment Strategies
Education
Northeastern University 1984 — 1996
Bachelor of Science, Business/Finance
Thayer Academy 1975 — 1982
High school diploma
Microsoft September 2013 - Present
Amazon June 2012 - August 2012
Macquarie Group June 2011 - August 2011
Skills
Java, Python, C, HTML + CSS, Computer Science, Eclipse, Algorithms, Subversion, C#, Linux, Visual Studio, Software Engineering, LaTeX, SQL, Git
Education
Rice University 2009 — 2013
Bachelor of Science, Computer Science
Vision Solutions 2007 - Present
Lakeview Technology December 2004 - July 2007
Lakeview Technology January 2003 - November 2004
Breakaway Solutions March 1999 - April 2001
Macquarie Group January 1995 - February 1999
Skills
Disaster Recovery, SQL, Virtualization, Data Center, Integration, SDLC, Cloud Computing, IT Management, Enterprise Software, High Availability, Business Continuity, SaaS, IBM iSeries, Software Development, Databases, IT Strategy, Business Analysis, VMware
Education
Northwestern University - Kellogg School of Management
MBA, Strategy, Finance
University of New South Wales 1991 — 1994
BSc, Information Technology
Dundee Capital Markets 2015 - Present
Dundee Corporation 2012 - 2014
Macquarie Group 2007 - 2012
AGF Management Limited 2006 - 2007
uOttawa 2004 - 2005
Skills
Investments, Capital Markets, Equity Research, Equity Valuation, Institutional Clients, Economics, Financial Analysis, Microsoft Office, Bloomberg, Thomson One, Fertilizers, Agriculture, Consumer Products, Retail Industry, Industrials, Energy Services, Mining, Investment Banking, Corporate Finance, Corporate Development, M&A analysis
Education
University of Ottawa / Université d'Ottawa 2003 — 2005
Masters, Economics (Finance Specialty)
Queen's University 1999 — 2003
Honours BA, Economics
Elliot Lake Secondary School 1994 — 1999
High School Diploma
Macquarie Group Investment Advisor Services ManagerMacquarie Canada Services Ltd2010 - Present
Macquarie Group January 2010 - June 2012
Education
Polytechnic University of the Philippines 1971 — 1973
N/A, N/A, March
Keyera January 2015 - Present
SeAH Resources & Investments August 2013 - September 2014
Twin Peak Partners June 2012 - June 2013
National Bank Financial December 2011 - June 2012
Macquarie Group October 2010 - October 2011
National Bank Financial January 2008 - September 2010
Education
The University of British Columbia 2004 — 2007
Bachelor of Commerce (B.Com.), Finance, General
Rochester Institute of Technology 2003 — 2004
churchill
Macquarie Group May 2013 - July 2013
Vector Marketing May 2010 - July 2010
Skills
Microsoft Office, Leadership, Finance, Marketing Strategy, Research, Strategic Leadership, Project Management, Social Media, Public Speaking, Financial Analysis, Microsoft Excel, Market Research, PowerPoint, Analysis, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2014
Bachelor's Degree, Finance (Investment Management)
Ohio Wesleyan University 2009 — 2011
Macquarie Group September 2014 - Present
Simpson Thacher & Bartlett LLP September 2005 - August 2014
Office of the Attorney General of the State of New York March 2004 - October 2004
Dentons (formerly Fraser Milner Casgrain LLP) February 2002 - March 2004
Skills
Litigation, Securities Litigation, Competition Law, Class Actions, Joint Ventures, Civil Litigation, Cross-border..., Team Leadership, Contract Negotiation, Internal Investigations, Arbitration, Mentoring, Corporate Law, Securities Regulation, Antitrust Counseling, Contractual Agreements, International..., Trade Secrets, Banking Law, Corporate Governance, Privacy Law, Intellectual Property
Education
New York University School of Law 2004 — 2005
Master of Laws (LL.M.)
Osgoode Hall Law School 1995 — 1998
Doctor of Law (J.D.)
Commonwealth Bank January 2014 - May 2015
Mizuho Bank August 2013 - September 2013
Macquarie Group October 2012 - June 2013
Various Long and Short-term Executive Assistant assignments: March 2008 - June 2009
DTCC February 2007 - November 2007
Reuters July 2006 - February 2007
Citi July 2004 - November 2005
Bank of America October 2001 - April 2004
TD Ameritrade March 1999 - August 2001
Skills
Outlook, Spreadsheets, Microsoft Office, Microsoft Excel, Records Management, PowerPoint, Document Management, Supervisory Skills, Administration, Training
Education
Queens College 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Macquarie Group March 2014 - February 2015
Process Control Outlet September 2013 - December 2013
First American Title July 2013 - August 2013
Roach & Newton, LLP May 2013 - July 2013
RE/MAX May 2012 - May 2013
Skills
Receptionist Duties, Filing, Mail Sorting, Maintaining A Positive..., Organized Multi-tasker, Transcription, Message Taking, Research, Close Attention to..., Technology Software, Self-starter, Switchboard, Client Relations Skills, Client Billing, Order Processing, Invoice Processing, Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Data Entry, Administrative..., Time Management, Event Planning, Scheduling, New Hire Orientations
Education
Sam Houston State University 2008 — 2012
Bachelor of Science (B.S.), Humanities/Humanistic Studies
Eaton Vance September 2007 - Present
Macquarie Group October 2004 - September 2007
Deloitte December 2003 - October 2004
Ziner, Kennedy & Lehan LLP / American Express Tax & Business Services September 2000 - November 2003
Skills
Financial Reporting, SEC filings, Internal Controls, Accounting, US GAAP, CPA, Sarbanes-Oxley Act, Financial Services, Private Equity, SEC Financial Reporting, Financial Analysis, Alternative Investments, Auditing, Consolidation, Consolidated Financial..., Fund Administration, General Ledger, Financial Statements, Journal Entries, Real Estate, Real Estate Transactions, GAAP
Education
Providence College 1996 — 2000
Bachelor of Science (B.S.), Accounting
Macquarie Group June 2011 - Present
Macquarie Group February 2009 - June 2011
Rural Management Partners Pty Ltd February 2004 - February 2009
Skills
Customer Service, Derivatives, Financial Analysis, Hedge Funds, Microsoft Excel, Risk Management, Structured Products
Education
Queensland University of Technology 2003 — 2008
Bachelor of Business / Bachelor of Law
Macquarie Group May 2011 - Present
Fry's Electronics August 2006 - May 2011
Yahoo January 2006 - May 2006
Electronic Arts (EA) June 2005 - December 2005
Wilson Sonsini Goodrich & Rosati August 2000 - May 2003
Skills
Employee Relations, Employment Law, Human Resources
Education
Santa Clara University School of Law 2003 — 2006
Juris Doctor (J.D.)
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), Political Science, Psychology