Neuberger Berman
Neuberger Berman is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals. Assets under management: 304 billion USD (June 2018) Headquarters: New York City, New York, United States Founded: 1939 Founders: Roy Neuberger, Robert Berman Parent organization: Neuberger Berman Group LLC Subsidiaries: Neuberger Berman Pty Ltd,
Neuberger Berman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Neuberger Berman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Neuberger Berman Salaries. You can even request information on how much does Neuberger Berman pay if you want to. Learn about salaries, pros and cons of working for Neuberger Berman directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,628 Neuberger Berman employees in database. Find out everything there's to know about Neuberger Berman employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Neuberger Berman Employees
Neuberger Berman January 2015 - Present
Neuberger Berman September 2013 - January 2015
Neuberger Berman June 2012 - September 2013
Deutsche Bank January 2011 - June 2012
State Street Bank and Trust November 2008 - January 2011
University of New Hampshire August 2004 - December 2007
Skills
Financial Reporting, Loan Servicing, Settlements, Microsoft Office, Wall Street Office (WSO), Portia, Advent Geneva, ClearPar, MultiCurrency Horizon..., Investier, Excel, Word, Mathematics, Bloomberg, Interchange, Secure Transport, Lotus Notes, CRM, Accounting, FailStation, Risk Management, Banking, Auditing, Hedge Funds, Financial Risk, Fixed Income, Microsoft Excel, Portfolio Management, Settlement, Financial Analysis, Mutual Funds
Education
University of New Hampshire 2004 — 2008
B.S., Mathematics
University of New Hampshire 2004 — 2008
B.S., Secondary Education
Neuberger Berman July 2014 - Present
Barclays June 2012 - June 2014
New Markets Venture Partners August 2011 - May 2012
Barclays Capital June 2011 - August 2011
Barclays Capital June 2010 - August 2010
New York Sportimes May 2009 - August 2009
Shaffer Asset Management June 2007 - September 2007
Skills
Corporate Finance, Valuation, Investment Banking, Debt Restructuring, Leveraged Finance, Credit Analysis, Financial Statement..., Microsoft Excel, PowerPoint
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance, Commercial Spanish
California Pacific Medical Center June 2015 - Present
Palo Alto Medical Foundation August 2014 - June 2015
Sutter Health July 2013 - August 2014
Kaiser Permanente May 2012 - August 2012
Neuberger Berman July 2010 - May 2011
PricewaterhouseCoopers August 2008 - July 2010
IBM Global Business Services June 2007 - August 2007
Skills
Strategic Consulting, Healthcare Consulting, M&A experience, Business Development, Project Management, Analysis, Research, Healthcare Management, Healthcare Information...
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Healthcare Management (Honors)
Yale University 2004 — 2008
B.S., Biomedical Engineering (Magna Cum Laude)
Neuberger Berman May 2011 - Present
Neuberger Berman September 2008 - May 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - August 2007
Skills
Financial Services, Commodity, Hedge Funds, Alternative Investments, Quantitative Analytics, Asset Allocation, Asset Managment, Investments, Investor Relations, Asset Management
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Finance, Entrepreneurship
2015 Level II Candidate in the CFA Program
Box April 2014 - Present
Box February 2013 - April 2014
Sterne Agee 2012 - 2012
Neuberger Berman 2011 - 2012
Peregrine Investments December 2010 - January 2011
CrowdFlower June 2010 - August 2010
Center for the Creation of Economic Wealth January 2010 - May 2010
Center for Entrepreneurial Studies August 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Bloomberg, Hedge Funds, Fixed Income, Valuation, Equities, Investments, Wealth Management, Risk Management, Venture Capital, Start-ups
Education
University of Oklahoma 2006 — 2011
Finance, Entrepreneurship & Venture Management, Economics, Spanish
Bartlesville High School
Barclays June 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Neuberger Berman June 2010 - August 2010
The Daily Pennsylvanian September 2008 - November 2009
Skills
Ice Carving, Horseback Riding, Series 7, Series 63, FINRA, Bloomberg, Financial Modeling, Equities, DCF, Bloomberg Terminal, Valuation, Equity Research, Economics, Emerging Markets, Investment Banking, Asset Managment, Hedge Funds, Investments, Due Diligence, Capital Markets, Financial Analysis, Fixed Income
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science, Economics
Horace Mann School 2004 — 2008
H.S. Diploma
First Data Corporation December 2014 - May 2015
Kamboh Financial Planning an office of MetLife June 2014 - December 2014
Neuberger Berman October 2011 - May 2014
PIMCO February 2002 - June 2010
U.S. Trust January 1998 - February 2002
Skills
Registred..., Mutual Funds, Bloomberg, Customer Service, Fixed Income, Microsoft Office, Asset Management, Finance, Financial Analysis, Financial Services, Management
Education
University of Phoenix
Bachelor of Administration
David Yurman April 2014 - Present
Neuberger Berman November 2011 - April 2014
IBM August 2010 - September 2011
Skills
Financial Services, Analytics, Project Management, Financial Modeling, Business Strategy, Financial Analysis, Due Diligence, Valuation, Investments, Analysis, Management
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSc, Finance & Operations and Information Management
University of Leuven 2008 — 2008
SpotCo August 2014 - Present
SpotCo September 2013 - Present
SpotCo July 2013 - August 2013
American Marketing Association/University of Maryland Eastern Shore Collegiate Chapter September 2011 - May 2012
Showtime Networks June 2011 - August 2011
University of Maryland Eastern Shore/Athletics Department September 2010 - May 2011
Neuberger Berman June 2010 - August 2010
TheLadders.com June 2009 - January 2010
Skills
Social Media, Marketing, Advertising, PowerPoint, Microsoft Office, Event Management, Public Relations, Social Networking, Research, Editing, Public Speaking, Social Media Marketing, Market Research, Networking, Team Leadership, Project Management, Strategic Planning, Logistics, People Management, Organizational..., Direct Mail Campaigns, People Development, Post Production, Production Support, Business Affairs, Direct Mail, Time Management, Direct Marketing, Management
Education
University of Maryland Eastern Shore 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Marketing
The Young Women's Leadership School 2004 — 2008
Diploma, General
Neuberger Berman July 2014 - Present
HSBC Global Asset Management February 2012 - July 2014
HSBC Global Asset Management January 2007 - January 2012
Bear Stearns July 2003 - December 2006
Skills
Asset Management, Emerging Markets, Investment Management, Asset Managment, Bloomberg, Financial Markets, Mutual Funds, Series 63, Series 7, Alternative Investments, Asset Allocation, Corporate Finance, Financial Modeling, Financial Services, Investment Strategies, Securities, Fixed Income, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Deloitte October 2014 - Present
Deloitte May 2013 - August 2013
Deloitte July 2012 - August 2012
Neuberger Berman November 2009 - June 2012
Neuberger Berman October 2008 - November 2009
Lehman Brothers October 2006 - October 2008
Skills
Series 7, Fixed Income, Strategy, Bloomberg, Management, Project Management, Data Analysis, Business Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Miami 2002 — 2006
BBA, Finance
Transition Capital Partners May 2013 - January 2015
Waterview Advisors June 2011 - May 2013
Neuberger Berman October 2010 - May 2011
Wells Fargo October 2006 - July 2009
Skills
Financial Analysis, Private Equity, Strategy, Mergers & Acquisitions, Valuation, Investment Banking, Investments, Corporate Finance, Business Valuation, Structured Finance, Leveraged Finance, Due Diligence, Executive Management, Equities, Entrepreneurship
Education
University of North Texas
BBA, Finance
Neuberger Berman May 2015 - Present
Octagon Credit Investors July 2012 - April 2015
Citi May 2011 - August 2011
Skills
Leveraged Finance, Financial Modeling, Bloomberg, Microsoft Office, Spanish, French
Education
University of Pennsylvania 2008 — 2012
The Wharton School, Finance, Global Analysis
JPMorgan Chase June 2013 - Present
International Fund Services (N.A.), LLC April 2012 - June 2013
Neuberger Berman July 2008 - April 2012
Morgan Stanley April 2006 - July 2008
Citco Fund Services May 2005 - April 2006
GlobeOp Financial Services August 2004 - May 2005
Womens Integrated Network September 2000 - August 2004
Skills
Alternative Investments, Fund Of Funds, Investor Relations, Mutual Funds, Compliance, AML, KYC, Bank Secrecy Act, Internal Audit, Fund Administration, Hedge Funds, Customer Relations, Private Equity, Due Diligence, Client-focused, Client Service Oriented, Superior Client Service, 1940 Act, Team-oriented, Securities Exchange Act..., Portfolio Management, Financial Services, Customer Service, Client Services
Education
University of Maryland College Park 1994 — 1999
Bachelors of Science
University of MarylandCollege
Bachelor of Science
Ursuline
Swig Labs July 2012 - Present
Neuberger Berman August 2012 - November 2013
Citymaps January 2012 - August 2012
Bertelsmann AG January 2008 - December 2011
Axispoint February 2007 - January 2008
E-Health Solutions May 2006 - February 2007
The Commonwealth of Massachusetts September 2003 - May 2006
Skills
Mobile Applications, E-commerce, Business Process Design, Mobile Devices, iOS, Leadership, Outsourcing, Arabic, Ruby on Rails, Hybris, Russian, iPhone Application..., .NET, XML, Spring
Education
University of Massachusetts, Amherst 2003 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Hartford 2001 — 2003
Computer Science
Neuberger Berman July 2014 - Present
Kinetic Partners June 2013 - July 2014
Citi June 2011 - June 2013
Macy's June 2010 - June 2011
Sterling Asset Manangement Group January 2010 - June 2010
The CarbonNeutral Company October 2009 - January 2010
StudentCity.com May 2007 - April 2009
Macy's May 2007 - August 2007
Starbucks Coffee Company February 2003 - August 2006
Skills
Private Equity, Fund Accounting, Finance, Real Estate Private..., Financial Statements, Accounting, Financial Analysis, Analysis, Financial Statement..., Microsoft Office, PowerPoint, Word, Excel, Financial Modeling, Data Analysis, Social Media, Investments, Fund Administration, Research, Reasoning, Real Estate, Market Research, Auditing, Management, Asset Management, Mergers & Acquisitions, Internal Audit, Microsoft Excel, Valuation, US GAAP, Mutual Funds, GAAP, Corporate Finance
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2015
MBA, Accounting and Finance
University of Maryland College Park 2005 — 2009
Bachelors of Arts, Economics
VFL Capital and Advisory May 2014 - February 2015
Neuberger Berman May 2012 - August 2012
NBCUniversal, Inc. May 2011 - August 2011
Horizon Media June 2010 - August 2010
Education
University of Richmond
Bachelor of Arts, Rhetoric and Communications
Peddie School
St. Luke's School
Neuberger Berman 2013 - 2014
Bank of America Merrill Lynch 2011 - 2013
Bank of America Merrill Lynch 2010 - 2010
Stoltz Real Estate Partners 2009 - 2009
Skills
Communication Skills, Business Strategy, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Investment Banking, LBO, Capital Markets, M&A analysis, Financial Statement..., Financial Analysis, Investments, DCF, Python, Asset Management, Equities, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science (BSc), Economics
Neuberger Berman Senior DeveloperNeuberger BermanSeptember 2008 - December 2011
Lehman Brothers Bank 2006 - 2008
Innospire Systems Corporation 2004 - 2006
Wipro Technologies 2002 - 2004
Scape velocity 2001 - 2002
Skills
SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Business Analysis, SQL, SOA, Vendor Management, Sybase, Oracle, XML, Unix, Microsoft SQL Server, .NET, Web Services, IT Strategy, Enterprise Architecture, Software Development, Java, Visio, Risk Management, Requirements Gathering, PL/SQL, Integration
Education
University of Madras 1996 — 2000
Neuberger Berman February 2012 - Present
Behringer Harvard December 2010 - February 2012
Collegiate Archives & Marketing October 2009 - November 2010
American Funds November 2007 - 2009
DWS Investments 2004 - 2007
Columbia Management 2000 - 2004
Skills
Series 7, Mutual Funds, Asset Management, Investments, Wealth Management, Alternative Investments, Asset Allocation, Financial Advisory, Securities, Series 63
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts, Economics
Morgan Stanley Private Wealth Management March 2015 - Present
Shadow PR August 2013 - Present
Neuberger Berman June 2012 - August 2012
Chilton Investment Company July 2010 - August 2010
Teen Vogue June 2010 - August 2010
Skills
Social Media, Facebook, Microsoft Office, PowerPoint, Blogging, Microsoft Excel, Social Media Marketing, Event Planning, Public Relations, Microsoft Word, Press Releases, Social Networking
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor's degree, UNC School of Journalism
Episcopal High School 2006 — 2009
PIMCO August 2014 - Present
Neuberger Berman October 2010 - July 2014
Merrill Lynch May 2009 - October 2010
Education
University of Miami 2005 — 2009
Finance
Neuberger Berman July 2010 - October 2010
JPMorgan Chase September 2006 - July 2008
JPMorgan July 2000 - September 2006
JPMorgan September 1999 - July 2000
JPMorgan April 1998 - September 1999
Skills
Portfolio Management, Financial Services, Investments, CRM, Fixed Income, Equities, Mutual Funds, Hedge Funds, Relationship Management, Cross-functional Team..., Asset Allocation, Management, Credit, Due Diligence, Investment Strategies, Sales, New Business Development, Finance
Education
University of Michigan-Dearborn
Bachelor's Degree
Neuberger Berman January 2006 - Present
Skills
Series 7, Equities
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts, Economics
USD Group LLC February 2015 - Present
Kayne Anderson Capital Advisors June 2008 - January 2015
Quintana Energy Partners LP 2007 - 2007
Neuberger Berman 2006 - 2006
Skills
Valuation, Equity Research, Hedge Funds, LBO, Equities, Alternative Investments, Investments, Bloomberg, Equity Valuation
Education
USC Marshall School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
Bachelor of Arts (BA), History
Fifth Street Asset Management May 2014 - Present
Deutsche Bank June 2012 - February 2014
Neuberger Berman June 2007 - June 2012
Lehman Brothers July 2003 - June 2007
Skills
Wealth Management, Hedge Funds, Fixed Income, Alternative Investments, Equities, Series 7, Securities, Bloomberg, Management, Asset Management, Portfolio Management, Mutual Funds
Education
University of Rhode Island 1999 — 2003
Integrated Coverage Group May 2012 - Present
Risk Strategies Company September 2009 - April 2012
R3 Capital Partners June 2008 - October 2008
Lehman Brothers October 2006 - June 2008
Neuberger Berman January 2004 - October 2006
Skills
Financial Services, Construction, Renewable Energy, Insurance, Negotiation, Risk Management, Life Insurance, Employee Benefits, Healthcare, Real Estate, Disability Insurance, Customer Service, Leadership, Analysis, Professional Liability, Health Insurance, Property & Casualty..., New Business Development, Management, Strategic Planning, Portfolio Management, Workers Compensation, Business Planning, Sales, Umbrella Insurance, Financial Risk, Legal Liability, Term Life Insurance, Brokers
Education
University of Michigan 1998 — 2002
Jericho High School
Hatteras Funds July 2015 - Present
Neuberger Berman September 2013 - July 2015
Touchstone Investments July 2008 - September 2013
Mutual of America December 2005 - July 2008
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Financial Advisory, Series 7, 401k, Retirement, Investment Advisory, Asset Allocation, Sales, Financial Services, Finance, Portfolio Management, Investments
Education
University of Kentucky 1999 — 2003
Business, Marketing
Neuberger Berman January 2015 - Present
Sunrise Optical May 2014 - December 2014
Univeristy of Hartford Financial Office January 2013 - March 2013
thebigword June 2012 - August 2012
Touch Stone Health May 2011 - August 2011
Skills
Financial Services, Oral & Written..., Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Budgets, Databases, Teamwork, Analysis, Leadership, Social Media
Education
University of Hartford 2010 — 2014
Bachelor's Degree, Insurance Finance, Economics Finance
University of Hartford 2010 — 2014
Finance
fort lee
Neuberger Berman June 2015 - July 2015
Skills
PowerPoint, Microsoft Office, Leadership, Microsoft Excel, Research
Education
University of North Carolina at Chapel Hill 2014 — 2018
Bachelor of Business Administration (BBA), Business & Spanish, Sophomore
Open Door: BAML 2015 Fall Virtual Academy 2015 — 2016
Finance
St. Mark's School of Texas 2005 — 2014
Neuberger Berman September 2008 - Present
Neuberger Berman August 2004 - September 2008
Credit Suisse Asset Management February 1997 - August 2004
Warburg Pincus LLC February 1997 - August 1999
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
University of Southern California 1985 — 1989
BA, International Relations
Antero Resources June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
TeleTech June 2013 - August 2013
Westerra Credit Union May 2012 - May 2013
Mulvihill and Tyree Ink November 2011 - May 2013
Vantage Energy June 2012 - August 2012
Skills
Finance, Microsoft Office, Financial Analysis, Microsoft Excel, Financial Modeling, Bloomberg Terminal, Public Speaking, Investments, Capital IQ, PowerPoint, Energy, Entrepreneurship, Risk Management, Photoshop, Illustrator, Microsoft Word
Education
Wharton School, University of Pennsylvania 2013 — 2017
Bachelor of Science (B.S.), Finance
Kent Denver School 2009 — 2013
HS Diploma
AMG Funds August 2015 - Present
Allianz Global Investors July 2014 - July 2015
Legg Mason August 2009 - July 2014
Neuberger Berman 2005 - 2009
Citigroup 2003 - 2005
Genuity Solutions 2001 - 2002
Morgan Stanley 1996 - 1999
Skills
Mutual Funds, Multi-channel Marketing, Series 7, Investments, Alternative Investments, Financial Services, Asset Management, Marketing, Equities, Hedge Funds, Marketing Strategy, Securities, Wealth Management, Asset Managment, Digital Marketing, Integrated Marketing, Private Equity, Series 63
Education
University of North Carolina at Chapel Hill 1999 — 2001
MBA, Marketing and Strategy
Vanderbilt University 1993 — 1996
BS, Political Science
Neuberger Berman August 2015 - Present
Boston Financial Management, Inc. May 2014 - August 2014
In The Pink Stores, Inc. May 2013 - August 2013
Gauthier Stacy, Inc. April 2011 - May 2011
Skills
Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Social Media, Public Speaking, Microsoft Excel, Leadership, English, Team Leadership, Problem Solving, Sales, Social Media Marketing
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
IES Abroad 2013 — 2013
Milan, Italy
Newton Country Day School 2004 — 2011
High School
Credit Suisse April 2015 - Present
BB&T May 2014 - August 2014
Eagle Value Partners June 2013 - August 2013
Neuberger Berman June 2012 - August 2012
Bali Scuba June 2011 - July 2011
Jiminy Peak Mountain Resort, LLC November 2009 - March 2010
Skills
Economics, PowerPoint, Microsoft Excel, Statistics, Research, Political Science
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Economics & Mathematics
SHAKER HIGH SCHOOL 2006 — 2010
Advanced Regents Diploma
Neuberger Berman December 2012 - July 2015
Neuberger Berman October 2012 - January 2013
Accenture September 2010 - August 2011
AGCO Corporation May 2008 - August 2008
Skills
Financial Analysis, Finance, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Research
Education
University of Richmond - Robins School of Business 2006 — 2010
Finance, Business Administration
Lyrical Partners, L.P. January 2008 - Present
New Mountain Capital June 2005 - December 2007
Neuberger Berman January 2001 - May 2005
Pzena Investment Management January 1996 - January 2001
Booz & Company November 1992 - December 1995
First Manhattan Consulting Group August 1990 - November 1992
Skills
Equities, Asset Managment, Investments, Valuation, Portfolio Management, Equity Research, Investment Management, Management Consulting
Education
University of Pennsylvania 1986 — 1990
BS Economics & BS Engineering, Finance & Systems Engineering
Kitano Capital LLC April 2015 - Present
Neuberger Berman August 2011 - April 2015
Design Pac International June 2008 - July 2011
Oppenheimer & Co. Inc. May 2007 - June 2008
CBS Radio March 2006 - May 2007
Skills
Outlook, Administrative..., PowerPoint, Microsoft Excel, Microsoft Office, Travel Arrangements, Office Management, Marketing, Microsoft Word, Spreadsheets, Client Services, Social Media, Customer Service, Proficient Typing Skills, Client Relations Skills, Notary Public, Texas Notary
Education
University of North Texas 1994 — 1999
Bachelor of Arts (BA), Advertising
Collective Bias July 2015 - Present
Collective Bias November 2013 - July 2015
Collective Bias May 2013 - November 2013
Continental Energy Group LLC May 2012 - August 2012
Neuberger Berman June 2011 - August 2011
Ramapo Country Day Camp June 2009 - August 2010
The Benchmark Company June 2008 - July 2008
Skills
Social Media, Facebook, Research, Data Analysis, Start-ups, Instagram, SEO, Business Strategy, Twitter, Social Media Marketing, Digital Strategy, Digital Media, Photoshop, iMovie, Microsoft Word, PowerPoint, Microsoft Excel
Education
University of Michigan 2009 — 2013
Bachelor's Degree, Economics
Harding Loevner LP January 2008 - September 2015
Neuberger Berman 2006 - 2007
Invesco 2003 - 2005
Skills
Marketing, Sales, Portfolio Management, Asset Management, Equities, Mutual Funds, Investments, Series 7, Alternative Investments, Management, Wealth Management, Retirement Planning, Financial Analysis, Investment Strategies, Financial Modeling
Education
University of Pittsburgh 1992 — 1996
Bachelor of Arts (BA), Economics
Neuberger Berman January 2011 - Present
Oak Ridge Investments December 2005 - January 2011
Deutsche Asset Management January 2005 - December 2005
Scudder Investments January 1998 - December 2004
Kemper Funds (Zurich Kemper Investments) June 1997 - December 1998
Bankers Life & Casualty Company November 1996 - June 1997
Prudential Insurance January 1994 - October 1996
VideOcart, Inc. 1991 - 1993
Zenith Electronics 1990 - 1991
Skills
Mutual Funds, Investments
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
Neuberger Berman March 2005 - Present
American Express Financial Advisors 2002 - 2005
Skills
High Net Worth..., Finance, Series 7, Investments, Wealth
Education
University of Northern Colorado 1998 — 2002
Bachelor of Science (B.S.), Business Administration/Finance
Guggenheim Partners 2011 - Present
Harding Loevner Management 2008 - 2011
Neuberger Berman 2005 - 2008
Sanford C. Bernstein 2003 - 2005
Skills
Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Investments, Mutual Funds, Series 7, Asset Allocation, Equities, ETFs, Investment Management, Separately Managed...
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
J.P. Morgan Asset Management August 2011 - Present
The University of North Carolina’s Kenan-Flagler Business School August 2009 - May 2011
J.P. Morgan June 2010 - August 2010
Neuberger Berman September 2008 - June 2009
Lehman Brothers July 2004 - August 2008
The University of Georgia August 2000 - May 2004
Skills
Bloomberg, Corporate Finance, Fixed Income, Valuation, Equities, Financial Analysis, Capital Markets, Asset Management, Investments, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
University of Georgia - Terry College of Business 2000 — 2004
BBA, Finance
Neuberger Berman July 2013 - Present
Jefferies & Company July 2011 - June 2013
Jefferies & Company June 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Neuberger Berman November 2011 - Present
Driehaus Capital Management 2006 - July 2010
Driehaus Capital Management 1998 - 2006
Driehaus Capital Management 1991 - 1998
Driehaus Capital Management 1987 - 1991
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
Willowbrook 1979 — 1983
Arts & Business Council of New York June 2014 - Present
Neuberger Berman 2006 - 2014
Transworld Equities March 2005 - September 2006
Skills
Event Planning, Fundraising, Arts Administration, Volunteer Management, Grant Writing, Community Outreach, Public Speaking, Program Development, Non-profit Board..., Budgeting, Customer Service, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, PowerPoint, Outlook, Windows, HTML, English
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor's Degree, Art, Psychology, and Education
Neuberger Berman January 2002 - Present
Neuberger Berman April 2000 - January 2002
Neuberger Berman December 1997 - April 2000
ExecuTrain of New York City August 1994 - December 1997
Skills
Risk Management, Research, Bloomberg, Equities, Portfolio Management, Asset Managment, Investments, Trading, Series 7, Financial Modeling, Mutual Funds, Series 63
Education
University of Limerick 1990 — 1994
Bachelor of Business Studies, Accounting & Finance
Neuberger Berman June 2011 - Present
Saint Vincent Catholic Medical Centers October 2010 - June 2011
Barclays Capital September 2008 - October 2009
Lehman Brothers March 2001 - September 2008
First Consulting Group May 1999 - February 2001
Skills
Information Security, DLP, Log Analysis, Intrusion Detection, Network Security, Firewalls, Windows Security, Group Policy, Vulnerability Management, Security Policy, Disaster Recovery, Windows System..., Patch Management, Incident Response, Proxy, Virtualization, Access Control, High Availability, SIEM, IoC, Backup & Recovery..., Change Management, Citrix, Windows Server, Password Management
Education
University of Pittsburgh 1993 — 1997
Bachelor’s Degree, Journalism
Integre Asset Management January 2004 - Present
Neuberger Berman June 1998 - November 2003
Skills
Investments, Public Speaking, Portfolio Management
Education
University of Pennsylvania 1983 — 1987
Bachelor of Arts (B.A.) with honors, Cultural Anthropology
Columbia Prep 1973 — 1983
Citi October 2014 - Present
Citi January 2014 - October 2014
Citi July 2010 - December 2013
Neuberger Berman 2004 - July 2010
Arden 2000 - 2004
Skills
Separately Managed..., Series 7, Series 63, Alternative Investments, Fixed Income, Mutual Funds, Fund Of Funds, Hedge Funds, Equities, Series 6, FINRA, Bloomberg, ETFs
Education
University of Scranton 2000 — 2004
BS
Neuberger Berman April 2011 - Present
Morgan Stanley Smith Barney April 2009 - June 2010
Highland Capital Management April 2008 - October 2008
PricewaterhouseCoopers July 2006 - March 2008
Skills
Alternative Investments, Equities, Investments, Portfolio Management, Private Equity
Education
University of Illinois at Urbana-Champaign 2005 — 2006
Masters of Science in Accountancy with Tax Specialization
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science in Accountancy, Accountancy, Finance, & Spanish
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Two Sigma Investments January 2011 - February 2012
Wellington Management April 2010 - January 2011
Neuberger Berman May 2009 - April 2010
Lehman Brothers January 2007 - May 2009
T. Rowe Price 2003 - 2007
Wilshire Associates 2001 - 2003
Intel Corporation 1999 - 2001
US Navy 1991 - 1996
US Navy 1991 - 1996
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Allied Wealth Partners May 2004 - Present
Neuberger Berman September 2002 - May 2004
AllianceBernstein May 1994 - September 2002
Skills
Retirement Planning, Investments, Estate Planning, Securities, Insurance, Portfolio Management, Financial Services, Finance, Investment Strategies, Disability Insurance, Small Business, Life Insurance, Valuation, Long Term Care Insurance, Tax, Business Strategy, Personal Finance, FINRA, Financial Goals, Analysis
Education
University of Richmond 1990 — 1994
Bachelors of Science, Finance, Marketing
University of Richmond - Robins School of Business 1990 — 1994
Bachelor of Science (B.S.), Finance and Marketing
Neuberger Berman May 2015 - Present
Bank of America 2010 - May 2015
Bank of America 2008 - 2010
Bank of America 2004 - 2008
Bank of America 2003 - 2004
Bank of America 2001 - 2003
Bank of America 2000 - 2000
Skills
Trading Systems, Trading, SDLC, Risk Management, Portfolio Management, Options, Management, Investment Banking, Interest Rate..., Fixed Income, Financial Services, Financial Risk, Financial Modeling, Equities, Electronic Trading, Derivatives, Capital Markets, Business Analysis, Bloomberg, Banking, Analysis
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Neuberger Berman May 2005 - Present
UBS Global Asset Management October 2003 - May 2005
Engemann Asset Management June 2000 - July 2003
Education
University of Rhode Island 1990 — 1994
lehman brothers June 2003 - March 2008
Neuberger Berman June 1999 - June 2003
Education
University of Miami 1990 — 1994
Bank Of America July 2011 - Present
Barclays Capital June 2009 - July 2011
Neuberger Berman September 2008 - February 2009
Lehman Brothers November 2005 - September 2008
JPMorgan Chase January 2005 - November 2005
Morgan Stanley Dean Witter March 2004 - September 2004
HVB April 2002 - January 2003
Citi August 1997 - November 2001
Education
University of Pennsylvania 1993 — 1997
Bachelors of Science, Economics
University of Pennsylvania - The Wharton School 1993 — 1997
The Dalton School 1987 — 1993
High School
Schroders Investment Management North America, Inc. June 2012 - Present
J.P. Morgan April 2011 - May 2012
Neuberger Berman June 2010 - April 2011
Clay Finlay LLC September 2005 - August 2009
Clay Finlay LLC February 2001 - August 2005
ARTISTdirect.com May 2000 - December 2000
Skills
Equities, Equity Research, FX Options, Asset Allocation, Investments, Hedge Funds, Portfolio Management, Asset Management, Capital Markets, Derivatives, Mutual Funds, Investment Banking, Trading
Education
University of Michigan 1996 — 2000
Bachelor of Arts with Honors, History
Neuberger Berman April 2014 - August 2015
Norwegian Petroleum Consultants June 2013 - January 2014
Ameriprise Financial Services, Inc. May 2011 - June 2013
Black Ink Brokerage March 2009 - December 2010
Brewer Investment Group April 2007 - February 2009
Mason County - Michigan January 2005 - March 2007
Lake Michigan Carferry January 2002 - March 2007
Skills
Investments, Alternative Investments, Series 7, Financial Services, Commodity, Series 65, Fixed Income, FINRA, Commodities, Series 3, Series 63, Thompson One, Trading Software, Morningstar Advisor...
Education
University of Michigan 1997 — 2001
BA
Lehman Brothers Asset Management Senior Vice PresidentLehman Brothers Asset Managment2004 - Present
Neuberger Berman 2004 - Present
Duff & Phelps Credit Rating Co. 1990 - 1995
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
3M June 2011 - May 2014
Neuberger Berman August 2010 - May 2011
TEEX (Texas A & M University) November 2009 - July 2010
HP November 2006 - October 2009
Capital One Auto Finance September 2004 - October 2006
Skills
C#, ASP.NET, VB.NET, Web Services, ASP.NET MVC, Microsoft SQL Server, SSIS, SSRS, LINQ, Entity Framework, WCF, WPF, Silverlight, JavaScript, jQuery
Education
University of Madras 2000 — 2004
Citi August 2013 - Present
Neuberger Berman November 2008 - August 2013
Lehman Brothers 2006 - 2008
UBS 2003 - 2006
Skills
Asset Management, Series 7, Securities, Series 63, Equities, Investment Advisory, Mutual Funds, Fixed Income, Investment Management, AML, Uniform Combined State..., Financial Services, Investments, Series 10, Series 9, Series 65, Regulatory Examinations, Code of Ethics, FINRA, SEC filings, Equity Trading, Asset Managment, Trading Systems, Brokerage, Bloomberg, Surveillance, Options, Structured Products, Private Equity, KYC, Wealth Management, Securities Regulation, Separately Managed..., ERISA, Alternative Investments, Anti Money Laundering
Education
Mary Washington College 1999 — 2003
B.S., Business Administration
Neuberger Berman September 2014 - Present
Citadel LLC May 2009 - August 2014
Citadel Investment Group May 2008 - December 2008
Citadel Investment Group June 2007 - May 2008
Morgan Stanley January 2005 - March 2007
Kraft Foods October 2003 - January 2005
Skills
Recruiting
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA
Glidden & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. August 2015 - Present
Neuberger Berman April 2014 - June 2015
RiverSource Distributors October 2008 - April 2014
RiverSource Distributors October 2007 - October 2008
RBC Capital Markets March 2006 - December 2006
UBS Wealth Management April 2000 - March 2006
Education
University of Saint Thomas - School of Business 2002 — 2005
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science (BS), Marketing & Speech Communications
Neuberger Berman August 2012 - Present
Touchstone Investments December 2008 - August 2012
Touchstone Investments August 2007 - August 2012
RBC Capital Markets July 1998 - January 2007
US Army 1989 - 1991
Education
University of Minnesota-Twin Cities
BA, History
Neuberger Berman November 2006 - Present
Education
University of Massachusetts, Amherst 2000 — 2004
Princeton Information Senior Developer - MBS AnalyticsJP MorganChaseJuly 2014 - Present
Credit Suisse 2007 - 2010
Deutsche Asset Management 2007 - 2008
Citigroup 2004 - 2005
Neuberger Berman 1995 - 1996
UBS 1994 - 1995
Skills
Equities, Investment Banking, Project Management, Program Management, SDLC
Education
University of Michigan 1900 — 1900
Wells Fargo July 2013 - Present
Wells Fargo November 2011 - July 2013
Wells Fargo & Company May 2005 - October 2011
Franklin Templeton Investments 2002 - 2005
Dreyfus 2000 - 2002
Neuberger Berman 1998 - 2000
T. Rowe Price 1997 - 1998
T Rowe Price 1996 - 1997
Skills
Product Development, Product Strategy, Vendor Management, Marketing Strategy, Strategy Development, Competitive Analysis, Product Marketing, Pattern Recognition, Business Analysis, Business Case..., Analytics, Multi-channel Marketing, Marketing Communications, Marketing Management, Internet, Mobile, Marketing, Product Management, Strategy, Customer Acquisition, Mobile Devices, Cross-functional Team..., Strategic Partnerships
Education
JFK.
University of Maryland College Park
Bachelor of Science (B.S.), Finance and Marketing
Neuberger Berman September 2014 - Present
Credit Suisse May 2011 - September 2014
Hall Capital Partners LLC November 2009 - May 2011
FactSet Research Systems July 2008 - October 2009
The Wharton School June 2007 - August 2007
West Capital Management May 2006 - February 2007
Salomon Smith Barney May 2005 - August 2005
Skills
Bloomberg, Asset Management, Financial Modeling, Private Equity, Valuation, Data Analysis, Hedge Funds, Financial Analysis, Investment Banking, Equities, Due Diligence, Fixed Income, Corporate Finance, Emerging Markets, Equity Research
Education
University of Pennsylvania 2004 — 2008
BSE, Finance and Retail
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Finance
Minnechaug Regional High School 2000 — 2004
Neuberger Berman January 2015 - Present
JP Morgan Chase September 2007 - April 2014
Pequot Capital July 2006 - August 2007
Wellington Management Company January 2006 - June 2006
Harvard Management Company June 2004 - October 2005
JP Morgan Chase March 2000 - February 2004
Skills
Trading, Hedge Funds
Education
University of Massachusetts, Amherst 1995 — 1999
BA, Economics
United States Steel and Carnegie Pension Fund November 1993 - Present
USSCPF November 1993 - December 2011
Neuberger Berman October 1986 - October 1993
Chemical Bank January 1974 - October 1986
Skills
Securities, Business Analysis, Analysis, Bloomberg, Intex, Process Improvement, Equities, Equity Research, Data Analysis, Financial Statement...
Education
Columia Business School 1969 — 1971
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School 1963 — 1967
BS Economics, Finance
Neuberger Berman January 1996 - Present
Skills
Series 7, Alternative Investments, Asset Allocation, Mutual Funds, Wealth Management, Equities
Education
University of Richmond 1990 — 1994
BA, Economics & Int'l Studies
Chatham High School 1986 — 1990
CFA Institute
CFA
Homestead Funds September 2015 - Present
Calvert Investments October 2012 - September 2015
Neuberger Berman February 1997 - January 2012
Skills
Series 7, Mutual Funds, Separately Managed..., Series 63, Asset Allocation, Alternative Investments, Series 24, Series 6, Structured Products, Bonds, Private Equity, Financial Services, Financial Advisory, Investments, Finance
Education
University of Maryland Eastern Shore
Bachelor of Science, Business Administration
Neuberger Berman September 2012 - Present
US Bank (via acquisition of Bank of America Merrill Lynch Global Trust Services) July 2007 - September 2012
LaSalle Bank (ABN AMRO N.A.) May 2006 - July 2007
ABN AMRO Bank N.V. February 2005 - May 2006
Skills
MBA, Financial Expertise, International Business, Structured Finance, CDO, CLO, Total Return Swaps, Distressed Debt, Client Services, Client Relationship..., CDO Suite, Wall Street Office, MS Office Suite, Bloomberg Terminal, Associate Development, Financial Analysis, Financial Statement..., Moody's Financial..., Restrictive Covenants, Risk Management, US GAAP, GAAP, 10K, 10Q, Mortgage Servicing, Investor Reporting, Freddie Mac, Account Reconciliation, Accounting, Reporting & Analysis, Process Mapping, Streamline Processes, Loans, Investments, Financial Modeling, Fixed Income, Bloomberg, Valuation, Portfolio Management, Finance, Banking, Financial Risk, Credit, Cash Management, Bonds, Financial Statement...
Education
University of Illinois at Chicago 2006 — 2009
MBA, Finance & International Business
University of Illinois at Chicago 2000 — 2003
Bachelor of Science, Finance
University of National and World Economy 1998 — 1999
Varick Asset Management 2007 - Present
Neuberger Berman January 2007 - July 2009
The After-School Corporation 2009 - 2009
Lehman Brothers 2004 - 2007
Maryland Public Television 1995 - 2005
Bank One 2000 - 2003
Salomon Smith Barney 1990 - 1997
Kidder Peabody 1987 - 1990
Education
University of Pennsylvania - The Wharton School
Neuberger Berman Director of Retirement DistributionCalamos InvestmentsJune 2010 - March 2012
Ridgeworth Investments May 2008 - June 2010
John Hancock Life Insurance Company (U.S.A.) October 2004 - April 2008
Education
University of Georgia - Terry College of Business 1995 — 2000
Bachelor of Business Administration (BBA), Finance
Neuberger Berman July 2007 - Present
Deutsche Asset Management 1997 - 2007
Herbst, Maloney and Brown Financial Planning Services, Ltd. 1996 - 1997
Skills
Investments, Alternative Investments, Equities, Fixed Income, Data Analysis, Asset Management, Hedge Funds, Bloomberg
Education
University of Illinois at Chicago
BS, Finance
Neuberger Berman September 2008 - Present
Lehman Brothers December 2007 - September 2008
Citi January 2005 - December 2007
Education
University of Madras 1995 — 1999
Bachelors, Electrical and Electronics
Jawahar Vidyalaya
Neuberger Berman October 1990 - Present
United States Equestrian Team 1979 - 1990
Franklin College Switzerland 1969 - 1979
Skills
Alternative Investments, Series 7, Hedge Funds, Equities, Asset Management, Capital Markets, Investment Advisory, Investments, Private Equity, Valuation, Financial Markets, Venture Capital, Mergers & Acquisitions, Series 63, Mutual Funds, Securities, Asset Allocation, Fixed Income, Wealth Management, FINRA, Investment Management, Bloomberg, Investment Strategies
Education
University of North Carolina at Chapel Hill 1962 — 1966
BA, English
The Hill School 1958 — 1962
Neuberger Berman September 2014 - Present
Equinox Partners L.P. June 2009 - September 2014
Ramius Capital Group December 2003 - January 2009
Bear Stearns July 2000 - July 2002
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Valuation, Investment Banking, Fixed Income, Asset Managment, Financial Modeling, Bloomberg, Investments, Private Equity, Capital Markets, Due Diligence, Structured Finance, Securities, Portfolio Management, Trading, Value Investing, Mergers
Education
University of Michigan 1995 — 1998
B.S.E., Computer Engineering
Siebert Brandford Shank Co., LLC. April 2015 - Present
CastleOak Securities, L.P. March 2011 - April 2015
Barclays Capital February 2004 - January 2011
Aegis Capital December 2002 - January 2004
Neuberger Berman January 2000 - December 2002
gruntal & Co 1998 - 2000
Skills
Business Analysis, Equities, Electronic Trading, Series 7, Trading, Capital Markets, Hedge Funds, Fixed Income, Trading Systems, Bloomberg, Derivatives, Financial Markets, Securities, Options
Education
University of Maine 1989 — 1993
BS, Public Administration
University of Maine 1989 — 1993
Public Administration
Athyrium Capital Management, LLC April 2014 - Present
Neuberger Berman 2004 - March 2014
BNP Paribas 2002 - 2004
Credit Suisse 2001 - 2002
Regency Capital LLC 1999 - 2001
Arsenal Holdings d.o.o. 1998 - 1999
Kinmac Consortium 1993 - 1998
Horwath and Horwath 1987 - 1993
Horwath and Horwath 1982 - 1987
PricewaterhouseCoopers 1979 - 1982
Skills
Alternative Investments, Hedge Funds, Private Equity, Fund Of Funds, Treasury, Corporate Advisory, Financial Services, M&A, Trading Operations, Corporate Restructuring, Turnaround Specialist, Strategic Finance, Financial Analysis, Compliance, Investment Banking, Mutual Funds, Mergers & Acquisitions, Accounting, Financial Reporting, Budgets, Auditing, Risk Management, Restructuring
Education
Securities Institute of Australia 1996 — 1998
Graduate Degree, Applied Finance & Investment - Investment Management
Securities Institute of Australia 1988 — 1990
Graduate Degree, Applied Finance and Investment
Institute of Chartered Accountants 1980 — 1981
Professional Year, Chartered Accounting
University of South Australia 1976 — 1978
Bachelor, Arts in Accountancy
American Institute of Certified Public Accountants
CPA, United States Certified Public Accountant
Institute Chartered Accountants
FCA, Fellow Chartered Accountant
Institute of Chartered Accountants Australia
ACA, Chartered Accountanting
Prince Alfred College
Lazard Frères & Co. March 2013 - Present
Lazard Frères & Co. June 2012 - August 2012
Neuberger Berman August 2008 - August 2011
Newport Global Advisors June 2006 - July 2008
Fayez Sarofim & Co. June 2004 - June 2006
Lincoln Capital Fixed Income Management March 2003 - May 2004
Harris Trust & Savings Bank 1999 - 2003
Education
Rice University 2011 — 2013
MBA, Jones Graduate School of Business
University of Notre Dame 1995 — 1999
BA, Government and Latin American Studies
Universidad Iberoamericana, Ciudad de México 1996 — 1997
Series 7,79
St. Thomas HS
Neuberger Berman Vice PresidentNeuberger BermanJanuary 2012 - Present
Neuberger Berman January 2010 - Present
Skills
Bloomberg, Portfolio Management, Asset Management, Equities, Financial Modeling, Hedge Funds, Asset Managment, Fixed Income, Valuation, Alternative Investments, Investments, Financial Analysis, Investment Management, Derivatives, Series 7, Capital Markets
Education
University of Pennsylvania 2002 — 2006
Bachelor of Science in Economics, Finance
Scripps Networks Interactive July 2014 - Present
Becca PR May 2013 - August 2013
De Lis Group January 2013 - April 2013
Neuberger Berman June 2012 - August 2012
GrubLife September 2010 - January 2012
Walter F. Cameron Advertising June 2011 - August 2011
Forum Showroom June 2010 - August 2010
Cardinal Industries September 2009 - June 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Spanish-English, Marketing, Management, Market Research, Social Networking, Social Media, Event Planning, Public Relations, Research, Analysis, Community Outreach, Budgets, Marketing Research, Finance, Data Analysis, Spanish, Economics
Education
University of Michigan 2011 — 2014
Bachelors, Economics
Hawk Ridge Management August 2015 - Present
Active Owners Fund August 2013 - August 2015
JLL Partners June 2011 - June 2013
McKinsey & Company September 2009 - June 2011
Neuberger Berman May 2008 - August 2008
Fone2Fone May 2007 - July 2007
Education
University of Pennsylvania 2005 — 2009
BSE, Electrical Engineering
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance, Statistics
Whitney High School 2001 — 2005
Sage Equities LLC March 2015 - Present
Neuberger Berman September 2014 - Present
TD Ameritrade October 2013 - September 2014
LegacyTexas Wealth Advisors October 2012 - July 2013
LegacyTexas Wealth Advisors August 2011 - June 2012
Skills
Investments, Asset Allocation, Wealth Management, Finance, Strategic Financial..., Portfolio Management, Investment Management, 401k, Retirement Planning, Financial Modeling, Alternative Investments, Financial Advisory, Asset Management, Valuation, Equities, Financial Analysis, Due Diligence, Series 65, Qualified Retirement..., Account Reconciliation, Asset Managment, Rebalancing, Performance Reporting, Series 7, Series 63, DCF, Series 24
Education
University of North Texas 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Neuberger Berman September 2014 - Present
Raymond James November 2012 - September 2014
Carret Asset Management December 2008 - October 2012
Skills
Portfolio Management, Series 7, Asset Managment, Wealth Management, Investments, Investment Advisory, Financial Analysis, Separately Managed..., Performance Attribution, ETFs, Investment Management, Asset Allocation, Fixed Income, Mutual Funds, Asset Management, Securities
Education
University of Hartford 1998 — 2002
Bachelor's degree
WWPHS
Granite Services Int'l April 2008 - Present
Ticketmaster Entertainment May 2005 - April 2008
LOS-1 ENTERPRISES January 2000 - March 2005
Tampa Bay Management June 1995 - December 1999
Neuberger Berman 1996 - 1996
Skills
Budgets, SAP, Accounts Payable, Accounts Receivable, Account Reconciliation, Auditing, Invoicing, Coaching, Employee Training, Hiring, Human Resources, Research, Project Management
Education
University of South Florida
Bachelor of Arts Degree
UBS Infrastructure and Private Equity July 2014 - Present
RLR Consultants, LLC November 2009 - June 2014
Bloomberg June 2008 - October 2009
Department of Treasury 2007 - 2007
Neuberger Berman 2006 - 2006
Skills
Financial Modeling, Financial Analysis, Project Finance, Partnership Taxation, Renewable Energy, Energy, Financial Structuring, Investments, Equities, Valuation, Corporate Finance, Private Equity
Education
University of Michigan 2004 — 2008
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance
OppenheimerFunds May 2012 - Present
ING Investment Management May 2010 - April 2012
AllianceBernstein June 2006 - May 2010
Ryan Beck & Co. March 2004 - June 2006
Neuberger Berman 2000 - 2004
Education
University of Hartford
Brown Brothers Harriman March 2008 - Present
Brown Brothers Harriman March 2004 - March 2008
BBR Partners April 2002 - March 2004
Neuberger Berman September 2000 - April 2002
Dreyfus Corporation July 1999 - September 2000
Skills
Mutual Funds, Fixed Income, Bloomberg, Corporate Actions, Securities, Fund Administration, Fund Accounting, Equities, Financial Services, Middle Office, Series 7, Securities Lending, Series 63
Education
University of Scranton 1995 — 1999
Bachelor of Science (BS), Accounting
University of Scranton
BS Degree, Accounting
Barclays Investment Bank November 2012 - Present
Neuberger Berman March 2012 - September 2012
Deutsche Bank April 2011 - September 2012
Pershing June 2010 - February 2011
Discovery - The Financial Information Group October 2005 - January 2010
Merrill Lynch November 2004 - September 2005
Long Branch Board of Education September 2002 - November 2004
Skills
Product Management, Investments, Salesforce.com, Financial Analysis, Project Management, CRM, Process Improvement, Management, Equities
Education
University of Miami - School of Business 1998 — 2002
Bachelor of Science, Business Administration, Management, Finance, Marketing, Accounting
Neuberger Berman 2012 - Present
Neuberger Berman December 2010 - 2012
Neuberger Berman 2008 - 2010
Lehman Brothers September 2005 - September 2008
Skills
Asset Allocation, Investment Strategies, Series 7, Series 63, Wealth Management, Equities, Capital Markets, Financial Modeling, Portfolio Management, Valuation, Bloomberg, Equity Research, Corporate Finance, Financial Analysis, Mutual Funds, Sales, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance: Financial Instruments & Markets, Corporate Finance
University of Maryland College Park
B.S., Mathematics
Barclays August 2015 - Present
Barclays March 2011 - August 2015
UBS Investment Bank August 2008 - March 2011
Lehman Brothers August 2007 - August 2008
Neuberger Berman May 2006 - August 2006
Skills
Bloomberg, Equities, Finance, Financial Modeling, Fixed Income
Education
University of Miami 2003 — 2007
BBA, Finance
BMO Financial Group August 2014 - Present
Neuberger Berman September 2008 - August 2014
Fidelity Investments 2005 - 2008
Charles Schwab 2002 - 2005
Principal Financial Group January 2000 - December 2002
Principal Financial Group January 1998 - December 2000
Skills
Series 7, Retirement, Investments, Series 63, Retirement Planning, Sales, Mutual Funds, Pensions, Series 24, Series 65, Alternative Investments, Institutional Sales
Education
University of Iowa
Artisan Partners June 2014 - Present
Neuberger Berman March 2007 - June 2014
Midwest Mezzanine Funds (formerly a subsidiary of ABN AMRO) January 2006 - March 2007
Bank of Montreal July 2003 - January 2006
Skills
Financial Modeling, Valuation, Investments, Equities, Due Diligence, Credit Analysis, Securities, Competitive Analysis, Mutual Funds, Finance, Credit, Bonds, Loans, LBO, DCF, Leveraged Finance, Financial Services
Education
The University of Chicago - Booth School of Business 2010 — 2012
Masters of Business Administration
University of Notre Dame 2000 — 2003
BA, Major in Finance, Minor in Accounting
The Dietrich Foundation May 2015 - Present
Bank of New York Mellon September 2010 - April 2015
Neuberger Berman April 2010 - June 2010
US Army June 2006 - June 2010
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
M.B.A., Finance
Vanderbilt University 2002 — 2006
B.A., Mathematics
Indian Springs School
Neuberger Berman October 2014 - Present
Guggenheim Partners May 2012 - October 2014
Deerfield Capital Management March 2006 - January 2012
Sigma Lambda Gamma National Sorority, Inc. June 2004 - June 2006
Northern Trust March 2004 - May 2005
Loomis Sayles LLC August 2000 - April 2003
Sigma Lambda Gamma National Sorority, Inc. June 1998 - June 2000
Bernardi Securities, Inc. August 1998 - November 1999
Skills
Attention To Detail, Goal Oriented, Hard Worker, Self Confidence, Spanish, Account Reconciliation, Bank Loans CLO, Deadline Management, Fixed Asset Management, Fixed Income, Microsoft Office, Operations Management, Organizational..., Priority Management, Problem Analysis, Problem Solving, Product Management, Professional Development, Project Implementation, Self Driven, Self Starter, Staff Mentoring, Strategic Planning, Team Building, Team Management, Team Oriented, Teamwork, Training & Development, Portfolio Management, Investments
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance, Marketing
University of Illinois at Urbana-Champaign 1992 — 1994
Finance, Computer Engineering
Mobilitie LLC June 2015 - Present
Neuberger Berman September 2008 - January 2015
Battersby Capital Management February 2007 - September 2008
Yushiro Manufacturing of America July 2005 - December 2006
Skills
Administrative..., Outlook, Hedge Funds, Alternative Investments, Microsoft Excel, PowerPoint, Office Management, Microsoft Office, Travel Arrangements, Spreadsheets, Microsoft Word, Event Planning, Customer Service, Marketing, Executive Support
Education
University of Iowa 2000 — 2004
Bachelor of Arts (B.A.), Japanese and International Business Certificate
Kansai University 2003 — 2004
Japanese Language & Literature, International Business
Northern Trust Wealth Management December 2014 - Present
Northern Trust October 2013 - December 2014
Neuberger Berman July 2013 - September 2013
Levante Capital LLC August 2008 - October 2012
Breakwater Trading March 2008 - August 2008
Fimat May 2007 - March 2008
Skills
Investments, Equities, Fixed Income, Alternative Investments, Superior Client Service, Financial Markets, Hedge Funds, Account Reconciliation, Options, Swaps, Risk Management, Market Analysis, Interest Rate..., Bloomberg, Securities, Valuation, Asset Management, Investment Management, Portfolio Management, Fiduciary Management
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Arts (B.A.)
2016 Level III Candidate in the CFA Program
JP Morgan Securities August 2010 - Present
Neuberger Berman March 2007 - August 2010
Skills
Investments, Financial Analysis, Investment Management, Equities, Mutual Funds, Series 7, Asset Management, Financial Modeling, Asset Allocation, Alternative Investments, Microsoft Office, Securities, Bloomberg, Wealth Management, Financial Reporting, Fixed Income, Portfolio Management, Series 63, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Finance
Petersburg Elementary
Finance, General
Neuberger Berman April 2007 - Present
National Council for State Boards of Nursing 2005 - 2007
Skills
SDLC, Testing
Education
OP, Taft
University of Illinois at Urbana-Champaign
B.S., Management
Neuberger Berman February 2008 - Present
Morgan Stanley Investment Management November 2004 - February 2008
AllianceBernstein August 1998 - November 2004
Skills
Financial Services, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Series 7, Bloomberg
Education
University of Scranton 1994 — 1998
Bachelor of Science, Finance
Neuberger Berman 2000 - Present
Appaloosa Management January 1998 - December 1999
Pzena Investment Management 1995 - 1997
James D. Wolfensohn Incorporated 1992 - 1994
McKinsey & Company 1990 - 1992
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Equities, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investments, Mergers, Portfolio Management, Valuation, Securities, Series 7, Due Diligence, Investment Banking
Education
University of Pennsylvania - The Wharton School 1989 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1986 — 1989
BS, Economics
Cove Street Capital, LLC July 2011 - Present
Reed, Conner & Birdwell Investment Management 1989 - 2011
Neuberger Berman 1986 - 1989
Bankers Trust 1985 - 1986
First Boston Corporation 1984 - 1985
Education
University of Pennsylvania 1980 — 1984
BA, Economics
London School of Economics 1982 — 1983
Economics
Carnegie Mellon University Part-Time FacultyUniversity of PittsburghAugust 2010 - December 2010
University of Pittsburgh Writing Center September 2006 - May 2007
Western Pennsylvania Writing Project May 2005 - September 2005
New York City Housing Authority October 2003 - July 2004
BearingPoint January 2000 - July 2004
Neuberger Berman August 1999 - January 2000
Lime Kiln Arts August 1998 - June 1999
Wesleyan University August 1996 - December 1996
West Virginia Division of Natural Resources May 1995 - August 1996
Education
University of Pittsburgh 2004 — 2007
MFA, Fiction Writing
Wesleyan University 1994 — 1998
BA, English
Neuberger Berman June 2014 - August 2014
Bond Street Mortgage, LLC May 2013 - August 2013
Fresh Prints January 2013 - May 2013
Elliot A. Grossman, M.D. - Pediatric Neurologist June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Finance, Website Creation, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance & Accounting, General
Neuberger Berman May 2014 - Present
Quantitative Management Associates LLC Prudential Financial June 2013 - August 2013
Dept of Statistics & Actuarial Science in University of Iowa January 2012 - May 2012
Dept of Statistics & Actuarial Science in University of Iowa June 2010 - September 2011
Zhejiang Zhongda Futures & Brokerage Co Ltd June 2010 - July 2010
Skills
SOA Exam: P, FM, MLC,..., Matlab, VBA, C, Visual C++, R, SAS programming, LaTeX, SQL, Data Analysis, Financial Modeling
Education
Columbia University 2012 — 2013
Master's degree, Financial Engineering
University of Iowa 2009 — 2012
Bachelor's degree, Actuarial Science
Zhejiang University
Computational Mathematics
BNP Paribas November 2012 - Present
Bank of America Merrill Lynch 2010 - 2012
JPMorgan Chase 2003 - 2010
SG (Societe Generale) Cowen 2001 - 2002
Neuberger Berman 1996 - 1999
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
Villanova University 1991 — 1995
Bachelor of Arts (B.A.), English
Allianz Global Investors August 2008 - Present
Neuberger Berman February 2003 - July 2008
Robertson Stephens February 1999 - August 2002
ING/Furman Selz 1997 - 1999
Education
University of Maryland College Park
Bachelor's degree, Political Science and Government
Deutsche Bank August 2013 - Present
Lockwell Investments LLC August 2010 - July 2013
morgan stanley October 1999 - June 2010
Neuberger Berman 1996 - 1999
Education
University of Pennsylvania
Bachelor of Science (BS), Economics
City National Rochdale December 2013 - Present
ICON Investments 2008 - 2013
Lehman Brothers September 2004 - March 2008
Neuberger Berman February 2003 - August 2004
Skills
Mutual Funds, Securities, Series 7, Series 63, Alternative Investments, Series 24, Separately Managed..., Investment Strategies, Portfolio Management
Education
UMass Boston 1991 — 1995
Economics
Asset Management Consulting Services Inc. 2013 - Present
Morgan Stanley Wealth Management 2010 - 2013
Neuberger Berman 2004 - 2010
Skills
Wealth Management, Series 63, Portfolio Management, Retirement Planning, Series 7, Mutual Funds
Education
University of Hartford 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Secondary Education and Teaching
University of Maryland College Park 1997 — 1998
PeopleFinders Plus, Inc. May 2012 - August 2014
Neuberger Berman June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, Outlook, Microsoft Power Point
Education
University of Rochester 2011 — 2015
Bachelor's Degree, Psychology, Economics
The Calhoun School 1999 — 2011
High School
Janus Capital Group April 2015 - Present
Neuberger Berman February 2001 - Present
Skills
Series 7, Equities, Alternative Investments, Mutual Funds, Fixed Income, Series 63, Investments
Education
University of Maryland College Park 1996 — 2000
Bachelor of Science (BS), Economics
Neuberger Berman September 2003 - Present
City Express Bank Plc September 1999 - August 2002
Skills
Fixed Income Portfolio..., Quantitative Research, Portfolio Optimization, Asset Allocation, Financial Modeling, Fixed Income Analysis, Risk Management, Asset Management, Investment Valuation, Hedge Funds, Interest Rate..., Economics, Programming, Matlab, VBA
Education
The University of Chicago
Master of Science (MS), Financial Mathematics
University of Ilorin
Bachelor of Science (BSc), Mathematics