Neuberger Berman

Description

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,

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Neuberger Berman Employees

Employee
Years
Job
Industry
Paolo R. Frattaroli Paolo R. Frattaroli Greater New York City Area Details
Paolo R. Frattaroli's Neuberger Berman Experience May 2006 - Present
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   May 2006 - Present
Lehman Brothers  June 2000 - May 2006

Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Management, Securities, Capital Markets, Due Diligence, Investment Strategies, Investment Management, Portfolio Management, Bloomberg, Mergers & Acquisitions, Private Equity, Asset Allocation, FINRA, Mergers

Education
Cornell University - S.C. Johnson Graduate School of Management
MBA

Queen's University
MBA

Boston College   1996 — 2000
Bachelor of Arts (B.A.)

John Ruda John Ruda Greater New York City Area Details
John Ruda's Neuberger Berman Experience May 2002 - January 2003
Job Director, Institutional Strategic Planning & Analytics
Industry Financial Services
Experience
TD Ameritrade  September 2011 - Present
TD Ameritrade  March 2008 - September 2011
Merrill Lynch  December 2007 - March 2008
Merrill Lynch  January 2006 - December 2007
Merrill Lynch  August 2004 - January 2006
AT&T  August 2003 - August 2004
Neuberger Berman   May 2002 - January 2003

Skills
Financial Analysis, Strategic Planning, Business Analytics, Innovation, Competitive Analysis, Sales Compensation, Metrics Analysis, Excel, Executive Level..., Executive Reporting, Sales Analytics, Team Leadership, Strategy, Business Analysis, Analysis, Business Planning, Business Strategy, Corporate Finance, Leadership, Financial Advisory, Forecasting, Investments, Sales, Management, Series 63, Analytics, Market Research, Valuation, Series 7, Budgets, Business Process..., Financial Modeling, Management Consulting, Financial Services, Microsoft Excel, Executive Management, Wealth Management, Investment Advisory, Strategic Financial..., Data Analysis, Finance

Education
Boston University   1999 — 2003
BA

Joseph Orlowsky Joseph Orlowsky Greater Philadelphia Area Details
Joseph Orlowsky's Neuberger Berman Experience February 2013 - Present
Job Vice President, Trust Company Wilmington, DE at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   February 2013 - Present
Neuberger Berman   February 2012 - January 2013
Neuberger Berman   May 2010 - January 2012
Lehman Brothers Trust Company of Delaware   February 2005 - May 2010

Skills
Investment Advisory, Wealth Management, Asset Management, Financial Services, High Net Worth..., Accounting, Estate Planning, Financial Planning, Trust Services, Legal Writing, Analysis, Customer Service, Banking, Investment Banking

Education
Boston University   2013 — 2014
Certificate in Financial Planning (online), Financial Planning and Services

Florida State University   1999 — 2001
Master of Arts

University of Delaware   1994 — 1999
Bachelor of Arts

Susan Kasser Susan Kasser Greater New York City Area Details
Susan Kasser's Neuberger Berman Experience March 2013 - Present
Job Managing Director at Neuberger Berman
Industry Venture Capital & Private Equity
Experience
Neuberger Berman   March 2013 - Present
The Carlyle Group  February 2004 - January 2013
Goldman Sachs  1998 - 2004

Education
Brandeis International Business School   1996 — 1998
MA, International Economics and Finance

Università Commerciale 'Luigi Bocconi' / Bocconi University   1997 — 1997
International Finance

Brandeis University   1993 — 1997
BA, Philosophy, Economics

Yonina Gasner Yonina Gasner New York, New York Details
Yonina Gasner's Neuberger Berman Experience June 2010 - August 2010
Job Lead National Sales Executive at Signpost
Industry Information Technology and Services
Experience
Signpost  April 2015 - Present
Signpost  June 2014 - April 2015
Signpost  April 2014 - June 2014
Signpost  November 2013 - March 2014
Signpost  May 2013 - October 2013
Genesis10  February 2012 - December 2012
Genesis10  June 2011 - August 2011
Wearbest Sil-Tex Mills Ltd.   August 2010 - December 2010
Neuberger Berman   June 2010 - August 2010
NNNPRO Group of Marcus and Millichap  June 2009 - August 2009

Skills
Leadership, Marketing, Sales, Talent Acquisition, C++, Benefits Negotiation, Java, Management, Technical Recruiting, Cold Calling, Applicant Tracking..., SDLC, Internet Recruiting, Social Media, Email Marketing, C#, Testing

Education
City University of New York   2008 — 2012
BS, Business and Textiles, 3.6

Jeffrey Scribner Jeffrey Scribner San Francisco, California Details
Jeffrey Scribner's Neuberger Berman Experience May 2010 - September 2012
Job
Industry Investment Management
Experience
State Street Global Advisors  September 2012 - Present
San Francisco Treasury Management Association (SFTMA)   January 2014 - Present
Neuberger Berman   May 2010 - September 2012
UBS  April 2009 - May 2010
Morgan Stanley  September 2007 - April 2009
eMarketer Research   November 2006 - September 2007
Symtrax Corporation   September 2005 - October 2006

Skills
Mutual Funds, Business Development, Series 7, Investment Management, Sales, Financial Services, Marketing Strategy, Portfolio Management, Equities, High Net Worth..., SaaS, Solution Selling, Lead Generation, Asset Allocation, Strategic Financial..., Relationship Management, Investments, Fixed Income, Financial Planning, Money Market Funds, Liquidity Management, Risk Management, Institutional Sales, Building Relationships

Education
Bryant University   2001 — 2005
Bachelor of Science in Business Administration

Accademia Italiana   2001 — 2003

Cohasset High School   1997 — 2001

Yekaterina Shusten Yekaterina Shusten Greater New York City Area Details
Yekaterina Shusten's Neuberger Berman Experience October 2008 - Present
Job Coordinator at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   October 2008 - Present

Education
Baruch College, City University of New York (CUNY)   2002 — 2005
BBA, Marketing Management

Richard Feliciano Richard Feliciano Fort Lee, New Jersey Details
Richard Feliciano's Neuberger Berman Experience January 2009 - July 2013
Job
Industry Internet
Experience
Zoetis  April 2014 - Present
Zoetis  October 2013 - April 2014
Neuberger Berman   January 2009 - July 2013
B&H Photo  January 2008 - January 2009
Neuberger Berman/Lehman Brothers   January 1998 - January 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Editing, Business Analysis, CRM, Graphic Design, Photography, SharePoint, SharePoint Designer, Software Documentation, User Interface Design, Web Design, Web Development, Windows Server

Education
Berkeley College
Bachelors of Business Administration, Information Systems

Muhammad Faisal Haroon Muhammad Faisal Haroon Dallas/Fort Worth Area Details
Muhammad Faisal Haroon's Neuberger Berman Experience March 2015 - Present
Job Vice President, Technology | Neuberger Berman
Industry Information Technology and Services
Experience
Neuberger Berman   March 2015 - Present
Hitachi Consulting  April 2014 - March 2015
VHA  September 2011 - March 2014
Vertex Business Services  March 2010 - September 2011
Journey Education Marketing  April 2008 - March 2010
Harte Hanks  December 2006 - April 2008
Vocalsoft Corporation   April 1999 - December 2006
State National Companies  April 2004 - November 2006
Ernst & Young / Intellinex   March 2003 - April 2004
AmeriCredit  January 2002 - March 2003

Skills
Microsoft SQL Server, SDLC, ASP.NET, WCF, SharePoint, Software Development, C#, UML, Enterprise Software, JavaScript, Scrum, Entity Framework, WF, ADO.NET, LINQ, MSBuild, BizTalk, .NET, NUnit, MSMQ, XAML, NAnt, IoC, Web Parts, Agile Modeling, SAML, MEF, Architectural Modeling, Log4Net, SOA, Object Modeling, Unified Process, Agile, DI, Dynamic Languages, Generics, Subsonic, WSS 3.0, WS-Trust, Federated Identity..., WIF, Web Services, Management, Solution Architecture, Durandal, MVVM, MVC, OData, HTML5, KnockoutJS

Education
Bellevue University
MBA, Business

The University of Texas at Dallas
Bachelor's Degree, Computer Science

Richard Egbert, MBA Richard Egbert, MBA Greater New York City Area Details
Richard Egbert, MBA's Neuberger Berman Experience April 1997 - June 2004
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  May 2015 - Present
Quantitative Management Associates LLC  May 2006 - March 2015
TIAA-CREF  June 2004 - May 2006
Neuberger Berman   April 1997 - June 2004

Skills
Asset Management, Equities, Investments, Portfolio Management, Strategic Planning, Sales, Asset Managment, Marketing, Securities

Education
Centenary College   2011 — 2013
Master of Business Administration (M.B.A.)

The College of New Jersey   1992 — 1996
Bachelor of Business Management

Rutherford High School

Rachel Bailey Rachel Bailey Atlanta, Georgia Details
Rachel Bailey's Neuberger Berman Experience July 2014 - Present
Job Institutional Consultant Relations at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   July 2014 - Present
Neuberger Berman   August 2012 - June 2014
Protégé Partners   October 2011 - August 2012
AllianceBernstein  July 2010 - October 2011
AllianceBernstein  March 2007 - June 2010

Skills
Institutional, Hedge Funds, Equities, Client Relationship..., Client Retention, Client Development, Microsoft Excel, Microsoft PowerPoint, Adobe InDesign, eVestment Analytics, Morningstar Direct, Series 7, Series 63, CAIA Level 1, CRM, Fixed Income, Institutional..., Investment Management, Investment Strategies, Mutual Funds

Education
Boston College - Carroll School of Management   2002 — 2006
BS, Finance, Marketing

Cornell University
Sophomore Honors Program

Dan Varley Dan Varley New York, New York Details
Dan Varley's Neuberger Berman Experience May 2014 - March 2015
Job Marketing Manager, Private Banks and RIAs
Industry Investment Management
Experience
BNY Mellon  March 2015 - Present
Neuberger Berman   May 2014 - March 2015
AllianceBernstein  April 2009 - May 2014
ClubCreate   April 2011 - January 2012
AllianceBernstein  December 2005 - April 2009

Skills
Marketing Strategy, Institutional Sales, Series 63, Copywriting, Event Management, Excellent communication..., Digital Marketing, Email Marketing, Website Development, Institutional..., Manage Client..., series 7, Series 7, Portfolio Management, Fixed Income, CRM

Education
Bowdoin College   2001 — 2005
B.A., English

Maxx Nakwaasah Maxx Nakwaasah Richardson, Texas Details
Maxx Nakwaasah's Neuberger Berman Experience May 2013 - Present
Job Accountant
Industry Accounting
Experience
Hudson Advisors, LLC  August 2015 - Present
Neuberger Berman   May 2013 - Present
Hardey, and Haley CPAs LLC   December 2012 - April 2013
Heard McElroy & Vestal   September 2012 - December 2012

Skills
Tax Preparation, Auditing, Fixed Assets, Fixed Asset Depreciation, Microsoft Excel, Microsoft Office, QuickBooks, ProSystem fx Tax, Engagement, Accounts Payable, Accounting, Financial Analysis, Financial Reporting, Leadership, Microsoft Word, PowerPoint, Public Speaking, Tax

Education
Centenary College of Louisiana   2008 — 2013
Bachelor's degree, Accounting and Finance, Business Admin

Centenary College of Louisiana   2008 — 2013
Bachelor's degree, Accounting and Finance

Berkner High School

Shallima Downes Shallima Downes Ozone Park, New York Details
Shallima Downes's Neuberger Berman Experience 2002 - 2003
Job School Secretary at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education  September 2007 - September 2014
ES Originals  2003 - 2004
Neuberger Berman   2002 - 2003
Bates USA  December 2000 - November 2002
ICSC  September 1998 - June 2000
Highgrace International   October 1995 - August 1998

Skills
Accounting, Research, Admissions, Educational Leadership, Public Speaking, Student Affairs, Administration, Program Development, Outlook, Microsoft Excel, Student Development, Organizational..., Microsoft Office, Office Management, Microsoft Word, Editing, Career Counseling, Resume Writing, Administrative..., Administrative...

Education
Long Island University, Brooklyn Campus   2007 — 2009
Master of Science (MS), School Counseling

City University of New York-Queens College   2004 — 2006
Bachelor of Arts (BA), Psychology

City University of New York-Baruch College   1994 — 2001
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Benjamin Gurvis Benjamin Gurvis Greater Boston Area Details
Benjamin Gurvis's Neuberger Berman Experience 2010 - 2012
Job Financial Analysis Associate at athenahealth
Industry Information Technology and Services
Experience
athenahealth  2015 - Present
athenahealth  2014 - 2015
Fish & Richardson P.C.   2012 - 2014
Neuberger Berman   2010 - 2012
Boston Capital  2010 - 2010
Merrill Lynch  2009 - 2010
URJ Eisner Camp  2005 - 2009

Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Data Analysis, Business Analysis, VBA, SQL, Macros, Microsoft Excel, Microsoft Office, Financial Reporting, Microsoft SQL Server, Process Improvement

Education
Brandeis University   2006 — 2010
BA, Economics, International and Global Studies, Business

Alex Prazdnik Alex Prazdnik Greater New York City Area Details
Alex Prazdnik's Neuberger Berman Experience November 1998 - November 2003
Job Executive Director Global Technology at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   April 2015 - Present
MUFG Union Bank N.A.   March 2013 - April 2015
BizLink Group Inc.   April 2012 - June 2014
Genesis10  January 2013 - March 2013
Barclays Wealth  January 2009 - April 2012
Barclays Capital  September 2008 - December 2008
Lehman Brothers  November 2003 - October 2008
Neuberger Berman   November 1998 - November 2003
Dreyfus  January 1996 - November 1998
US Navy  February 1993 - February 1995

Skills
Business Brokerage, Small Business, Real Estate Investment, Real Estate, IT Strategy, IT Management, Data Warehousing, Business Intelligence, Database Management, Integration, Program Management, Architecture, SDLC, Team Leadership, Database Admin, Team Building, Enterprise Architecture, SQL, Databases, Quality Assurance, Software Project..., Investment Properties, PMO, Management, Recruiting, Business Analysis, Vendor Management, Leadership, Project Management, Microsoft SQL Server, Software Development, Management Consulting, Disaster Recovery, Change Management, Project Portfolio..., Strategy, Security, Process Improvement, Executive Management, CRM, Outsourcing, Architectures, Mergers & Acquisitions, Analysis, Project Delivery, Information Technology, Business Process..., Testing, Visio, Requirements Analysis

Education
Berkeley College   1995 — 1996
Business Management

US Navy   1993 — 1995

Bergen Community College   1992 — 1993
Undecided

Elmwood Park Memorial High School   1988 — 1992

David Aaron David Aaron Greater New York City Area Details
David Aaron's Neuberger Berman Experience 2006 - 2009
Job CoCEO and Chief Investment Officer at EMM
Industry Financial Services
Experience
EMM  March 2009 - Present
Lehman Brothers  June 2006 - March 2009
Neuberger Berman   2006 - 2009
Bluehaven Services   2004 - 2006
Derivatech   1996 - 2004
Bankers Trust  1987 - 1995

Skills
Investment Advisory, Wealth Management, Portfolio Management, Asset Allocation, Risk Management, Impact Investing, Due Diligence, Hedge Funds, Derivatives, Investments, Alternative Investments, Trading, Investment Strategies, Asset Managment, FX, Asset Management, Capital Markets, Financial Markets, Global Macro, Hedging, Currency, Options, FX trading, Trading Systems

Education
Brown University   1982 — 1986
BA, International Relations

Philip Nolan Philip Nolan Greater New York City Area Details
Philip Nolan's Neuberger Berman Experience December 2013 - Present
Job Vice President Financial Institutions Group, National Accounts
Industry Investment Management
Experience
Neuberger Berman   December 2013 - Present
Neuberger Berman   March 2011 - January 2014
Venice Ventures 29, LLC   June 2010 - March 2011
AllianceBernstein  July 2008 - June 2010
The Ayco Company  June 2007 - August 2007
Goldman Sachs  June 2006 - August 2006

Education
Bentley University   2004 — 2008
Finance

Scuola Lorenzo de' Medici   2007 — 2007
Italian, History of Renaissance

Melissa Wyble Melissa Wyble Greater New York City Area Details
Melissa Wyble's Neuberger Berman Experience May 2013 - Present
Job Institutional Client Group at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   May 2013 - Present
Lord Abbett  November 2011 - May 2013
Lord Abbett  October 2011 - November 2011
Lord Abbett  December 2009 - October 2011
Manning & Napier Advisors  August 2008 - September 2009

Skills
Series 7

Education
Binghamton University - School of Management   2004 — 2008
B.S, Finance, Marketing

Katharine Pritsos Katharine Pritsos New York, New York Details
Katharine Pritsos's Neuberger Berman Experience 1998 - 2000
Job Relationship Manager Registered Investment Advisors, Money Managers, Hedge Funds & Institutional Investor Relations
Industry Investment Banking
Experience
RBC Capital Markets  June 2010 - May 2015
J.P. Morgan (Bear, Stearns & Co.)   November 2004 - June 2010
TD Ameritrade  2002 - 2003
TD Ameritrade  2000 - 2002
Neuberger Berman   1998 - 2000

Skills
Series 7, Securities, Series 63, Financial Services, Wealth Management, Investment Advisory, Relationship Management, Mutual Funds, Retirement Planning, Retirement, Bloomberg Terminal, Prime Brokerage, Equities, Capital Markets, Investments, Fixed Income, FINRA, Alternative Investments, Bloomberg, Asset Management, Options, Financial Markets, Trading Systems, Settlement, Corporate Actions, AML, Risk Management, KYC, Bonds, Due Diligence, ETFs, High Net Worth..., Hedge Funds, Trading, Back Office, Global Custody, Financial Risk, FX Options, Equity Trading, Equity Derivatives, Wealth, Private Banking, Anti Money Laundering, Portfolio Management, Management

Education
Boston University Questrom School of Business   1994 — 1998
BSBA, Management

Todd Lusk, CAIA Todd Lusk, CAIA Greater New York City Area Details
Todd Lusk, CAIA's Neuberger Berman Experience November 2004 - September 2005
Job Director at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors  November 2013 - Present
JP Morgan  June 2008 - March 2011
Bear Stearns  September 2005 - June 2008
Neuberger Berman   November 2004 - September 2005
Goldman Sachs  January 2000 - August 2002

Skills
Hedge Funds, Prime Brokerage, Securities, Equities, Alternative Investments, Financial Services, Leadership, Microsoft Excel, Business Analysis, CRM, Management, Fixed Income, Relationship Management, Bloomberg, Investment Banking, Client Service, Derivatives, Options, Middle Office, Client Services, Excel, Relationship Development, Client Relationship..., People Management, Operations, Project Delivery, Operational Due...

Education
Jones Graduate School of Business, Rice University   2002 — 2004
MBA, Finance

Boston College   1993 — 1997
BA, Economics

Lori Sutherland Lori Sutherland Naples, Florida Area Details
Lori Sutherland's Neuberger Berman Experience 1996 - 2000
Job Wealth Management Professional
Industry Financial Services
Experience
US Trust/State Street Combined N.E. Wealth Management Operations   2003 - 2006
State Street  2000 - 2003
Neuberger Berman   1996 - 2000
Northern Trust  1986 - 1996

Education
University of Miami - School of Business   1985 — 1987
MBA

Boston University Questrom School of Business   1977 — 1980
BSBA, Marketing and Economics

Anthony J. Romano Anthony J. Romano Greater New York City Area Details
Anthony J. Romano's Neuberger Berman Experience 1997 - 1999
Job Payroll Manager at Booking.com
Industry Financial Services
Experience
Booking.com  September 2013 - Present
Beacon Hill Staffing Group  March 2013 - September 2013
The Guardian Life Insurance Company of America  September 2011 - January 2013
Associated Press  March 2007 - September 2011
Platform Learning  2006 - 2007
Cantor Fitzgerald  2006 - 2006
HIP Health Plan of New York  February 2000 - November 2005
Neuberger Berman   1997 - 1999
Lasser Marshall Money Brokers   1987 - 1997
Showtime - The Movie Channel   1984 - 1987

Skills
ADP Payroll, Organizational..., Payroll, Personnel Management, Accounts Payable, HRIS, Human Resources, Internal Controls, SAP, PeopleSoft, Accounting, Budgets, Employee Benefits, Employee Relations, Management, Outlook, Change Management, Deferred Compensation, Ceridian, Cost Accounting, Benefits Administration, Process Improvement, SAP HR, Leadership, Interviews, Project Management, Mergers, Vendor Management, Auditing, Policy, 401k, Workday, Onboarding, Sarbanes-Oxley Act, ERP, Applicant Tracking..., Recruiting, Payroll Taxes, Outsourcing, Mergers & Acquisitions, Performance Management, Talent Management, Workforce Planning, New Hire Orientations, HR Policies, Talent Acquisition, Time Management, Hiring, Succession Planning, Taleo

Education
Borough of Manhattan Community College   1978 — 1984
AAS, •Major: Business Management/Marketing

Long Island City High School   1974 — 1977
Academic

Thomas Grilli Thomas Grilli Hartford, Connecticut Area Details
Thomas Grilli's Neuberger Berman Experience May 2006 - June 2006
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
RiverSource Distributors  May 2011 - Present
Genworth Financial  April 2008 - January 2011
XTF Global Asset Management  March 2007 - February 2008
MainStay Investments  July 2006 - March 2007
Neuberger Berman   May 2006 - June 2006
John A. Levin & Co.   July 2002 - May 2006

Skills
Alternative Investments, Asset Allocation, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 7

Education
Bryant University   1995 — 1999
BS BA, Finance

Nicole Bonsignore Nicole Bonsignore Greater New York City Area Details
Nicole Bonsignore's Neuberger Berman Experience October 2008 - February 2011
Job HR Director at Apollo Global Management
Industry Financial Services
Experience
Apollo Management  February 2011 - Present
Neuberger Berman   October 2008 - February 2011
Lehman Brothers  March 2005 - October 2008
Lehman Brothers  2003 - 2005
Lehman Brothers  2000 - 2003

Education
Bucknell University   1996 — 2000
BA, Economics

Brian Albin Brian Albin Greater New York City Area Details
Brian Albin's Neuberger Berman Experience October 2009 - Present
Job Document and Records Management Technology Company at Neuberger Berman
Industry Information Technology and Services
Experience
Neuberger Berman   October 2009 - Present
Paragon Consulting Group  September 2008 - October 2008
Morgan Stanley  July 2006 - May 2008
Morgan Stanley  January 2000 - July 2006
Morgan Stanley  January 1995 - January 2000
Morgan Stanley  December 1986 - January 1995
The Bond Buyer  1981 - 1986

Skills
Policy, Business Continuity..., Security, IT Strategy, Disaster Recovery, Document Management, Integration, Software Documentation, Training, Project Management, Leadership, Data Center, Business Continuity, Risk Management, System Administration, Business Analysis, Strategy, Process Improvement, Management, Governance, Enterprise Software, Information Technology, IT Management, Vendor Management, Infrastructure, SDLC

Education
Columbia University in the City of New York   1994 — 1995
Certificate, Unix System Administration

Fordham University   1981 — 1984
Bachelor of Science, Information Decision Sciences and Management Accounting

Central Connecticut State University   1979 — 1980
Liberal Arts

Joel Barlow High School   1975 — 1979

Amod Vaze Amod Vaze Greater New York City Area Details
Amod Vaze's Neuberger Berman Experience May 2000 - August 2000
Job
Industry Financial Services
Experience
Morgan Stanley  July 2012 - June 2015
Capital Finance Committee, Township of Montclair, NJ   November 2010 - June 2012
Pride Technologies  April 2010 - April 2012
amodvaze.com   May 2004 - May 2010
UBS Wealth Management  December 2005 - August 2008
UBS PaineWebber Inc./UBS Financial Services Inc.   June 2001 - December 2005
Neuberger Berman   May 2000 - August 2000
UAM Retirement Plan Services   December 1997 - May 1999
The Bank of New York  November 1996 - December 1997

Education
Upright Citizens Brigade   2008 — 2008

Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2001
MBA

University of Iowa   1993 — 1996
BBA

New York University - Polytechnic School of Engineering   1991 — 1993

Bronx High School of Science   1987 — 1991

Adriana Ackerman Adriana Ackerman Wilton, Connecticut Details
Adriana Ackerman's Neuberger Berman Experience June 2015 - July 2015
Job Biochemistry and Finance/Economics Student at Bucknell University
Industry
Experience
Bucknell Chemistry Lab   May 2014 - Present
Neuberger Berman   June 2015 - July 2015
Johnson & Johnson  January 2015 - March 2015
KPMG LLP  December 2014 - January 2015
Andover College Prep   April 2012 - August 2013
Yale School of Medicine  June 2012 - August 2012
Leukemia & Lymphoma Society  June 2010 - August 2011

Education
Bucknell University   2013 — 2017
BS, Biochemistry and Economics

Wilton High School   2009 — 2013

Cold Spring Harbor Laboratory   2010 — 2011

Kai Liu Kai Liu Greater New York City Area Details
Kai Liu's Neuberger Berman Experience February 2015 - Present
Job Portfolio Administrator at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   February 2015 - Present
Gilder Gagnon Howe & Co. LLC   October 2014 - January 2015
Lord Abbett  November 2011 - October 2014

Education
Binghamton University   2007 — 2011
Bachelor of Science (B.S.)

Ipag Business School   2009 — 2009
Study Abroad - Nice, France

Seth Michaels Seth Michaels Greater New York City Area Details
Seth Michaels's Neuberger Berman Experience 2004 - 2007
Job Managing Director Prime Brokerage Services at Maxim Group
Industry Financial Services
Experience
Maxim Group  March 2013 - Present
JonesTrading Institutional Services LLC   2012 - February 2013
Barclays Capital  2008 - 2011
Lehman Brothers  2007 - 2008
Neuberger Berman   2004 - 2007
Goldman Sachs  1991 - 1995

Skills
Prime Brokerage, Equities, High Net Worth..., Strategy, Product Management, Hedge Funds, Series 7, Electronic Trading, Alternative Investments, Fixed Income, Capital Markets

Education
Carnegie Mellon University - Tepper School of Business
MSIA (MBA), Finance

Union College
BS, Economics

Chantal Zhang, CFA Chantal Zhang, CFA Greater Chicago Area Details
Chantal Zhang, CFA's Neuberger Berman Experience April 2009 - Present
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   April 2009 - Present
Lehman Brothers  November 2006 - May 2009
Guggenheim Partners  August 2006 - November 2006

Skills
CFA, Structured Products, Chartered Financial..., Financial Modeling, Fixed Income, Capital Markets, Portfolio Management

Education
Illinois Institute of Technology   2005 — 2007
Master of Science, Finance

Beijing Institute of Technology   2000 — 2004
Bachelor of Science, Computer Science

Ninad Ghody Ninad Ghody San Francisco Bay Area Details
Ninad Ghody's Neuberger Berman Experience July 2000 - May 2001
Job Senior Sales Engineer at Strategic Products and Services (SPS)
Industry Information Technology and Services
Experience
Strategic Products and Services (SPS)   April 2014 - Present
Nexus IS  November 2008 - January 2012
CaseCentral  April 2006 - November 2008
Taos  April 2004 - April 2006
Citi Group  May 2001 - April 2004
Neuberger Berman   July 2000 - May 2001
Festo  June 1999 - June 2000

Skills
Data Center, Switches, VoIP, Routers, Security, Wireless, SAN, Virtualization, NAS, Cloud Computing, Storage, Cisco Routing &..., Cisco VoIP, Network Security, WAN, Disaster Recovery, Networking, Unified Communications, Firewalls, Network Devices, Routing

Education
SUNY Binghamton   1993 — 1997

David Braun David Braun Greater New York City Area Details
David Braun's Neuberger Berman Experience July 2015 - Present
Job Financial Institutions Group at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   July 2015 - Present
Morgan Stanley  June 2008 - July 2015
JPMorgan Chase  July 2007 - August 2007
JPMorgan Chase  July 2006 - August 2006

Skills
Series 7, Bloomberg Terminal, FINRA, Uniform Combined State..., Microsoft Excel, Fixed Income, PowerPoint, Equities, Investments, ThomsonOne, Microsoft Word, Outlook, Lotus Notes, Spanish-speaking, Hedge Funds, Derivatives, Alternative Investments, Series 66, Series 3, Canadian Securities..., Options Strategies, Index Options, Options, Asset Allocation, Convertible Bonds

Education
NYU Stern School of Business   2012 — 2014
Master of Business Administration (MBA), Economics & Finance

Brandeis University   2005 — 2008
BA

Columbia Prep   2000 — 2004

Valerie Bailey Valerie Bailey Greater New York City Area Details
Valerie Bailey's Neuberger Berman Experience February 2013 - Present
Job Vice President
Industry Financial Services
Experience
Neuberger Berman   February 2013 - Present
Neuberger Berman   July 2012 - January 2013
USAA  December 2011 - May 2012
Valerie Bailey, Esq.   January 2009 - December 2011
Rider University  September 2009 - June 2010
Mercer County Community College  September 2009 - June 2010
Merrill Lynch  February 2007 - March 2009
Morgan Stanley  May 2005 - February 2007
NASD nka FINRA   December 1988 - May 2005
New York City Court Administration   April 1986 - December 1988

Skills
Compliance, Securities, Series 7, Investment Advisory, FINRA, Securities Regulation, Risk Management, Arbitration, AML, Investments, Corporate Law, Mediation, Training, Policy, Corporate Governance, Licensing, Financial Services, Derivatives, Due Diligence, Wealth Management

Education
Brooklyn Law School   1982 — 1985
JD, Law

Fairleigh Dickinson University   1978 — 1982
BA, Political Science

Ewing High School   1976 — 1978
Diploma

STATHS

SHA CARABALLO SHA CARABALLO Greater New York City Area Details
SHA CARABALLO's Neuberger Berman Experience 2006 - 2007
Job Real Estate Closing Coordinator
Industry Real Estate
Experience
Marcel Homes Inc   2012 - Present
PHP Credit   2008 - Present
Fortune5Designs   2008 - Present
Neuberger Berman   2006 - 2007
JPMorgan Chase & Co.   1994 - 2004

Skills
WordPress, HTML, Photoshop, CMS, E-commerce, Web Development, Microsoft Office, Financial Reporting, Dreamweaver, Outlook, PowerPoint, Access, Real Estate Development, Real Estate Financing

Education
Borough of Manhattan Community College
Business Administration

Gregory Sommer Gregory Sommer New York, New York Details
Gregory Sommer's Neuberger Berman Experience January 2015 - Present
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   January 2015 - Present
Orchard Square Partners   October 2014 - January 2015
Ramius Capital Group  July 2011 - October 2014
J.P. Morgan   April 2010 - July 2011
J.P. Morgan   April 2007 - April 2010
J.P. Morgan   April 2005 - April 2007

Skills
Derivatives, Fixed Income, Trading, Hedge Funds, Investments, Finance, Bloomberg

Education
Binghamton University   2000 — 2004
Bachelor of Arts (B.A.), Economics

Joseph J LoPresti Joseph J LoPresti New York, New York Details
Joseph J LoPresti's Neuberger Berman Experience September 2011 - September 2013
Job HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management  September 2013 - Present
Neuberger Berman   September 2011 - September 2013
AXA Financial  June 2006 - October 2009

Skills
Series 7, Series 66, Mutual Funds, Investments, Securities, Alternative Investments, Private Equity, Asset Allocation, Equities, Fixed Income, Wealth Management, Asset Managment, Currency, REIT, MLP, Variable Annuities, Annuity Sales, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Sales Presentations, High Performer, Exceed Sales Goals, Client Development, Client Maintenance, Sales Prospecting, Insurance, Territory Management, Territory Development, Territory Optimization, Client Facing Skills, Leadership Development, Leadership, Human Development, Multi-Cultural Team..., Educational Leadership, Goal-oriented..., Educational Philosophy, Best Practices, Direct Sales, Emotional Intelligence, Salesforce.com, Adobe, PowerPoint, Microsoft Excel, Microsoft Office, CRM, Client Service Oriented, Consultative Style, WebEx

Education
Columbia University in the City of New York   2010 — 2011
MA, Organization and Leadership

Boston College   2002 — 2006
BA, Communication and Philosophy, Cum Laude

Regis High School   1998 — 2002
New York, NY

Reka Foldhazi Reka Foldhazi Dallas/Fort Worth Area Details
Reka Foldhazi's Neuberger Berman Experience 2013 - Present
Job Senior Analyst at Neuberger Berman
Industry Venture Capital & Private Equity
Experience
Neuberger Berman   2013 - Present
Franklin Square Capital Partners  2011 - 2013
JP Morgan  2010 - 2011
AXA Advisors  2008 - 2010

Skills
Investments, Alternative Investments, Valuation, Finance, Private Equity, Asset Managment, Capital Markets, Equity Research, Financial Analysis, Portfolio Management, Mergers, Cross-functional Team..., Cash Management, Cultural Intelligence, Accounting, Equities, Due Diligence, Asset Management

Education
Boston University - School of Management
Master's Degree, Management (Concentration: Banking & Financial Services)

Saint Joseph's University - Erivan K. Haub School of Business
Bachelor's Degree, Finance

Nancy Weisel, CIMA Nancy Weisel, CIMA Greater Los Angeles Area Details
Nancy Weisel, CIMA's Neuberger Berman Experience 1997 - 2008
Job Western Divisional Director at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management  June 2014 - Present
Aberdeen Asset Management  January 2011 - Present
Grubb & Ellis Alesco Global Advisors, LLC   April 2010 - October 2010
Wells Fargo Advisors  2008 - 2009
Wachovia Securities  2008 - 2009
Neuberger Berman   1997 - 2008
Merrill Lynch  June 1988 - November 1997

Skills
Sales, Public Speaking, Mutual Funds, Asset Managment, Separately Managed..., Financial Advisory, Brokerage, Series 7, Investment Strategies, Asset Management, FINRA, Securities, Uniform Combined State..., Series 6, ETFs, Hedge Funds, Alternative Investments, Wealth Management, Equities, Bonds, Financial Services, Series 63, Retirement, Investment Advisory, Finance, Asset Allocation, Investment Management, Investments

Education
Boston University
Bachelor's degree, Sociology

Pace University - Lubin School of Business
MBA, Finance

Eric Holbrook Eric Holbrook West Palm Beach, Florida Area Details
Eric Holbrook's Neuberger Berman Experience May 2000 - November 2001
Job Front End Web & Software Developer at Destination Rewards
Industry Information Technology and Services
Experience
Destination Rewards / Deluxe Rewards   August 2013 - Present
85 Broads  March 2012 - August 2013
SKM Media   April 2010 - March 2012
LaBovick & LaBovick, PA   December 2009 - April 2010
Independent Web Development Consultant   March 2009 - December 2009
Jewish Federation of South Palm Beach County  October 2008 - March 2009
85 Broads  August 2003 - November 2008
Milestone Capital Management   2003 - 2005
Neuberger Berman   May 2000 - November 2001
BestWeb Corporation  April 1999 - May 2000

Skills
JavaScript, Front-end Development, Agile Methodologies, Web Development, CSS3, HTML, PHP, MySQL, jQuery, Programming, Graphic Design, SEO, XML, WordPress, User Experience, HTML 5, HTML5, AJAX, Management, Web Applications, Multimedia, Subversion, Photoshop, Illustrator, Web Design, PowerPoint, JSP development, Eclipse, DHTML, Flash, XHTML, Audio, Adobe Creative Suite, 3D visualization, 3D rendering, IT Management, Website Development, Databases, Video Editing, Photography, SQL, Digital Media, JSTL, SVN, JIRA

Education
Bennington College   1987 — 1991
Bachelor's degree

Marco Moreno Marco Moreno Greater Los Angeles Area Details
Marco Moreno's Neuberger Berman Experience December 2000 - May 2006
Job Project Manager, Latin America Strategy & Market Analytics at Epson America Inc.
Industry Management Consulting
Experience
Epson America Inc.  July 2012 - Present
Epson America Inc.  January 2011 - June 2012
Deloitte Consulting  September 2008 - September 2010
Deloitte Consulting  June 2007 - August 2007
Neuberger Berman   December 2000 - May 2006
UBS/PaineWebber  June 1999 - November 2000
Goldman Sachs  June 1998 - August 1998

Skills
Pricing, Project Management, Financial Analysis, Equity Research, Market Research, Strategic Planning, Marketing Strategy, Business Strategy, Forecasting, Budget Process, Business Analysis, Competitive Analysis, Market Analysis, Product Management, Marketing, Strategy, Analysis, Segmentation, Strategic Partnerships

Education
University of California, Los Angeles - The Anderson School of Management   2006 — 2008
MBA

Brandeis University   1995 — 1999
B.A., Economics

Raj Kanodia Raj Kanodia New York, New York Details
Raj Kanodia's Neuberger Berman Experience April 2009 - June 2009
Job Vice President at American Securities
Industry Venture Capital & Private Equity
Experience
American Securities  August 2013 - Present
Frontier Spinning Mills  December 2013 - Present
American Securities Capital Partners  August 2009 - August 2011
Neuberger Berman   April 2009 - June 2009
Lehman Brothers  July 2007 - April 2009
Merrill Lynch  May 2006 - August 2006

Education
Carnegie Mellon University
Electrical & Computer Engineering, Computational Finance

Solon High School

Stanford University Graduate School of Business
Master of Business Administration (MBA)

Enrique Lopez-Balboa, II Enrique Lopez-Balboa, II United States Details
Enrique Lopez-Balboa, II's Neuberger Berman Experience 2000 - 2009
Job Managing Director at CoreCommodity Management LLC
Industry
Experience
CoreCommodity Management, LLC   March 2010 - Present
Neuberger Berman   2000 - 2009
Lynch & Mayer  1996 - 1999
SunAmerica Asset Management  1987 - 1996

Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Alternative Investments

Education
Bucknell University   1980 — 1984
BA, Economics

Avon Old Farms School   1978 — 1980

Sivakumar Shanmugam Sivakumar Shanmugam Greater New York City Area Details
Sivakumar Shanmugam's Neuberger Berman Experience June 2013 - July 2014
Job Senior Enterprise Architect at Baron Capital Group, Inc.
Industry Information Technology and Services
Experience
Baron Capital Group, Inc.   January 2015 - Present
Baron Capital Group, Inc.   August 2014 - December 2014
RNR Software Inc   February 2010 - December 2014
Neuberger Berman   June 2013 - July 2014
Prudential Financial  September 2010 - June 2013
Neuberger Berman   February 2010 - August 2010
Tata Consultancy Services  June 2007 - January 2010
Wipro Technologies  August 2005 - May 2007
Searchworldwide.biz   March 2004 - July 2005
Hamsaveni Software Pvt ltd   April 2002 - January 2004

Skills
Web Services, Requirements Analysis, C#, Requirements Gathering, .NET, Microsoft SQL Server, ASP.NET, Software Development, SQL, SDLC, Enterprise Architecture, Business Requirements, Agile Project Management, SOA, ASP.NET MVC, Visual Studio, .NET Framework 4.0, Web Applications, ASP.NET AJAX, C# 4.0, SQL Server Management..., VB.NET, BPO, Project Management, Offshoring, Business Analysis, Global Delivery, Software Project..., Systems Analysis, Solution Architecture, Data Modeling, SSIS, Oracle, TFS, jQuery Mobile, WCF Services, PhoneGap, Xamarin, Bootstrap, WCF, jQuery

Education
Bharathidasan University   1999 — 2002
MCA, Computer science

Bharathidasan University   1996 — 1999
BSc, Mathematics

Geoffrey B. Sargeant, CFP, AEP Geoffrey B. Sargeant, CFP, AEP New York, New York Details
Geoffrey B. Sargeant, CFP, AEP's Neuberger Berman Experience September 2014 - Present
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   September 2014 - Present
City National Rochdale Investment Management  November 2013 - September 2014
City National Bank  July 2006 - September 2014
FCG Advisors, LLC  August 2003 - July 2006
SEI Investments  2000 - 2003

Skills
Wealth Management, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Certified Financial..., Business Development, Asset Management, Investment Advisory, Series 7, Investment Management, Wealth Management..., Alternative Investments, Equities, Mutual Funds, Hedge Funds, Financial Planning, Investment Strategies, Securities, Financial Services, Estate Planning, Retirement Planning, High Net Worth..., Series 63

Education
Fairleigh Dickinson University-Florham Campus   2005 — 2006
Financial Planning and Services

Bucknell University   1996 — 2000
BSBA, Management

Providence Country Day
High School

Sean Budhua Sean Budhua Brooklyn, New York Details
Sean Budhua's Neuberger Berman Experience June 2014 - August 2014
Job Recent graduate from the Zicklin School of Business at Baruch College
Industry Financial Services
Experience
Neuberger Berman   June 2014 - August 2014
American Arbitration Association  June 2013 - August 2013
Century 21 Department Stores  May 2011 - August 2012

Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Management, Research, Leadership, Strategic Planning, Public Speaking, Oracle, ADP Payroll

Education
Baruch College   2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.4

Kevin Severs Kevin Severs Washington, District Of Columbia Details
Kevin Severs's Neuberger Berman Experience December 2011 - September 2012
Job Incident Response Associate at Stroz Friedberg
Industry Computer & Network Security
Experience
Stroz Friedberg  January 2015 - Present
Stroz Friedberg  September 2012 - January 2015
Neuberger Berman   December 2011 - September 2012

Skills
Computer Forensics, EnCase, FTK, Digital Forensics, Incident Response, NIST, Information Security

Education
Bloomsburg University of Pennsylvania   2008 — 2012
Bachelor of Science, Digital Forensics

Christine Boccieri Christine Boccieri Greater New York City Area Details
Christine Boccieri's Neuberger Berman Experience December 2012 - Present
Job VP, Learning & Engagement Senior Specialist at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   December 2012 - Present
TD Ameritrade  December 2011 - December 2012
Credit Suisse  October 2005 - July 2011
Credit Suisse  August 2006 - January 2007
Credit Suisse  October 2005 - July 2006

Skills
Needs Assessment, Design & Development, ROI Evaluation &..., eLearning Creation, Job Analysis &..., Coaching & Mentorship..., Facilitation & Training..., Process Improvement, Vendor Management, Project Planning, Project Execution, Problem Analysis, Creative Problem Solving, Innovation, Proactivity, Developing Client..., Mentoring, Workshop Facilitation, Job Analysis, Coaching, Project Management, Leadership Development, Technology Needs..., CRM, Management, Organizational..., Leadership, Recruiting, Program Management, Onboarding, Succession Planning, Personnel Management, Team Building, Interviews, Strategic Planning, Training Delivery

Education
Boston College   2001 — 2005
BA, Human Development; Minors: Organizational Studies/HR and Philosophy

Josean Fernandez, CAIA Josean Fernandez, CAIA Greater New York City Area Details
Josean Fernandez, CAIA's Neuberger Berman Experience June 2008 - February 2012
Job Managing Director OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds  January 2015 - Present
OppenheimerFunds  March 2014 - January 2015
OppenheimerFunds  February 2012 - March 2014
Neuberger Berman   June 2008 - February 2012
Lehman Brothers  2006 - 2008

Skills
Mutual Funds, Separately Managed..., Alternative Investments, Relationship Development, New Business Development, UCITS

Education
Bloomfield College
B.S Finance

St. Augustine Prep
H.S. Diploma, College Prep

Erica Hartog, CPA Erica Hartog, CPA New York, New York Details
Erica Hartog, CPA's Neuberger Berman Experience May 2001 - May 2004
Job Vice President at EMM
Industry Financial Services
Experience
EMM  September 1995 - Present
Lehman Brothers  May 2004 - September 2008
Neuberger Berman   May 2001 - May 2004
Executive Monetary Management (EMM)   September 1995 - May 2001
Berdon LLP  September 1987 - December 1994

Skills
Financial Analysis, Tax, Asset Management

Education
Binghamton University   1983 — 1987
Bachelor's degree

Stephanie Boodram Stephanie Boodram Greater New York City Area Details
Stephanie Boodram's Neuberger Berman Experience June 2014 - August 2014
Job Recent Bachelor's of Science in Accouting Graduate
Industry Accounting
Experience
Neuberger Berman   June 2014 - August 2014
Neuberger Berman   June 2011 - August 2011
Neuberger Berman   June 2010 - August 2010
Greater New York Councils, Boy Scouts of America  January 2010 - May 2010

Skills
Microsoft Office, Human Resources, Accounting, PowerPoint, Advertising, Teamwork, Administration, Event Planning, Research, Program Management, Microsoft Word, Time Management, Microsoft Excel, English, Leadership, Auditing, Nonprofits, Public Speaking

Education
State University of New York at New Paltz   2011 — 2015
Bachelor's Degree, Accounting

Binghamton University

Arlene (Weiselberg) Goldberg Arlene (Weiselberg) Goldberg Greater New York City Area Details
Arlene (Weiselberg) Goldberg's Neuberger Berman Experience August 2012 - Present
Job Executive Assistant at Neuberger Berman
Industry Executive Office
Experience
Neuberger Berman   August 2012 - Present
The Joint Retirement Board   October 2010 - April 2012
Swiss Re  January 2002 - July 2010
Euro RSCG Worldwide, New York, NY   1999 - 2001
Xtend Communications Corporation   1996 - 1999
CW Catalog, former division of JCrew   1991 - 1996

Skills
Live Meeting, Management, Corporate Communications, Employee Benefits, Leadership, Public Relations, Budgets, Problem Solving, Sales, Executive Support, Insurance, Event Planning, Calendars, Lotus Notes, Analysis, Concur, System Administration, Calendaring, Travel Arrangements, Internal Communications, Event Management, Training, Social Media, Marketing

Education
City University of New York City College   1970 — 1975
BA, Speech Communication / Education

Pratt Institute
Computer Graphics

Dianne K. Davis, CFP® Dianne K. Davis, CFP® Greater San Diego Area Details
Dianne K. Davis, CFP®'s Neuberger Berman Experience February 2005 - January 2010
Job Senior Trade Review Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  November 2010 - Present
The Gensler Group   March 2010 - October 2010
Neuberger Berman   February 2005 - January 2010
Banc of America Investments  March 2004 - February 2005
Merrill Lynch  June 1999 - March 2004
ITT Industries  December 1996 - June 1999

Education
California State University-Northridge   1994 — 1996
M.A., Speech Communication

University of California, Santa Barbara   1991 — 1994
B.A., Communication Studies

Joseph Stellato, CFA Joseph Stellato, CFA Greater New York City Area Details
Joseph Stellato, CFA's Neuberger Berman Experience April 2011 - September 2013
Job Director Private Client, Trust, and Family Office Group at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  January 2015 - Present
OppenheimerFunds  September 2013 - December 2014
Neuberger Berman   April 2011 - September 2013
Barclays Capital  September 2008 - August 2011
Lehman Brothers  August 2008 - September 2008
Glaceau/Vitamin Water   May 2007 - August 2007

Skills
Equities, Fixed Income, Trading, Securities Lending, Corporate Actions, Management, Account Reconciliation, Bloomberg, DTC, Finance, Series 7, Hedge Funds

Education
Binghamton University - School of Management   2004 — 2008
BS, Management; Finance

State University of New York at Binghamton   2004 — 2008
BA, Psychology

Erik Kidd, CIMA Erik Kidd, CIMA Greater San Diego Area Details
Erik Kidd, CIMA's Neuberger Berman Experience November 2004 - Present
Job Senior Advisor Consultant at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   November 2004 - Present
Merrill Lynch  April 2002 - November 2004
Morgan Stanley  June 2001 - March 2002

Education
Bucknell University   1997 — 2001
B.A., Economics

Alicia Masters Alicia Masters Greater New York City Area Details
Alicia Masters's Neuberger Berman Experience June 1994 - February 1995
Job CFO Chief of Staff
Industry Insurance
Experience
New York Life Insurance Company  August 2014 - Present
New York Life Insurance Company  September 2012 - August 2014
New York Life Insurance Company  March 2008 - September 2012
New York Life Insurance Company  March 2001 - March 2008
New York Life Insurance Company  February 1995 - March 2001
Neuberger Berman   June 1994 - February 1995

Education
Binghamton University
Bachelor of Arts (BA), Mathematics and Economics

Fordham University
Master of Business Administration (M.B.A.)

Daniel Jeong Daniel Jeong Brooklyn, New York Details
Daniel Jeong's Neuberger Berman Experience 2011 - 2011
Job Research Methodologist
Industry Research
Experience
Edelman  Manager of the Speakers TeamTEDxLSE2013 - 2014
FCB Global  2012 - 2013
Oxford University Press  2012 - 2012
Neuberger Berman   2011 - 2011

Education
Bowdoin College
Bachelor of Arts (A.B.), Government & Legal Studies; Sociology

The London School of Economics and Political Science (LSE)
Master of Science (MSc), Social Research Methods, Department of Methodology

Jake Colbert Jake Colbert Holmes, New York Details
Jake Colbert's Neuberger Berman Experience June 2015 - Present
Job International Equities Intern at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   June 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM)   June 2014 - August 2014
Barnes & Noble  September 2013 - April 2014
Town of Pawling Department of Recreation   May 2012 - August 2013

Skills
Investment Strategies, Hedge Funds, Valuation, Microsoft Excel, Market Research, Portfolio Management, Equities, Bloomberg

Education
Bentley University   2013 — 2017
Bachelor’s Degree, Finance, General

Canterbury School   2009 — 2013
High School

leo reed leo reed Norwell, Massachusetts Details
leo reed's Neuberger Berman Experience March 2011 - October 2014
Job Managing Director at Logan Circle Partners
Industry Financial Services
Experience
Logan Circle Partners  October 2014 - Present
Neuberger Berman   March 2011 - October 2014
BMO Global Asset Management  June 2001 - December 2010
BNY Mellon  October 1998 - June 2001

Skills
Series 7, Series 63, Secondary Offerings, Hedge Funds, International Equities, Opportunistic Fixed..., Sales Management, Investment Management, Relationship Management, Equities, Fixed Income, Series 31, Series 30, Futures..., Private Equity, Investment Strategies, Investments, Asset Allocation, Alternative Investments

Education
Boston College
Bachelor of Science (BS), Communication, General

Lilliana Buccellati Lilliana Buccellati Greater New York City Area Details
Lilliana Buccellati's Neuberger Berman Experience September 2006 - Present
Job Executive Assistant at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   September 2006 - Present
Elk Associates   August 2001 - July 2006
Palm Beach School Board   August 1996 - May 2001

Skills
Outlook, Microsoft Excel, Travel Arrangements, PowerPoint, Microsoft Office, Visio

Education
Borough of Manhattan Community College
Associate's degree, Business Administration, Management and Operations

Oliver Pursche Oliver Pursche Greater New York City Area Details
Oliver Pursche's Neuberger Berman Experience March 1997 - September 2002
Job Chief Executive Officer at Bruderman Brothers, LLC
Industry Financial Services
Experience
Bruderman Brothers, LLC   January 2015 - Present
Co-Portfolio Manager GMG Defensive Beta Fund   December 2008 - Present
Gary Goldberg Financial Services  January 2005 - December 2014
Trust Company of America  September 2002 - December 2004
Neuberger Berman   March 1997 - September 2002
PaineWebber  1996 - 1997
Olde Discount Brokerage  1994 - 1996

Skills
Asset Management, Alternative Investments, Tactical Asset..., Global Macro, Business Process..., Sales Growth, Equities, Commodity, Finance, Hedging, Mutual Funds, Investment Strategies, Hedge Funds, ETFs, Wealth Management, Investment Advisory, Investment Management, Asset Allocation, Series 7, Asset Managment, Financial Markets, Portfolio Management, Trading, Investments, Financial Advisory, Series 63, Securities, Fixed Income, Strategic Financial..., Options, Series 65, FINRA, Bonds, Capital Markets, Financial Services, Management

Education
Bentley University   1989 — 1992
BS, Communications, Finance

Greens Farms Academy   1986 — 1989

David Martines David Martines Portland, Maine Area Details
David Martines's Neuberger Berman Experience November 1998 - January 2004
Job Certified Public Accountant at Harris & Vickers
Industry Accounting
Experience
Harris & Vickers, P.A.   November 2014 - Present
Baker Newman Noyes  December 2012 - October 2014
Macdonald Page & Co LLC  July 2010 - December 2012
Baker Newman Noyes  January 2008 - July 2010
KeyBank  January 2006 - January 2008
Bank of America  January 2004 - January 2006
Neuberger Berman   November 1998 - January 2004

Skills
High Net Worth..., Asset Management, Income Tax, Risk Management, Mutual Funds, Corporate Tax, Private Banking, Tax, Tax Preparation, Financial Analysis, Retirement, Internal Controls, Auditing, Financial Reporting, Trusts, Financial Accounting, Tax Accounting, Accounting, Financial Planning

Education
University of Southern Maine - School of Business   2007 — 2009
Master of Science (MS), Accountancy

University of Southern Maine - School of Business   2004 — 2007
Master of Business Administration (M.B.A.)

Bowdoin College   1993 — 1997
Bachelor's degree, Economics & Religion

Sachem High School

Benjamin Knott Benjamin Knott Greater Boston Area Details
Benjamin Knott's Neuberger Berman Experience June 2014 - August 2014
Job Multifamily Intern at NAI Earle Furman, LLC
Industry Commercial Real Estate
Experience
NAI Earle Furman, LLC  September 2014 - May 2015
Neuberger Berman   June 2014 - August 2014
UC Funds  May 2014 - June 2014
New England Patriots  July 2013 - September 2013
Twins Enterprises   June 2005 - August 2012
Tampa Bay Lightning  May 2012 - July 2012

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Public Speaking, Retail, Research, Event Planning, Teamwork, Outlook, Entrepreneurship, Financial Analysis, Facebook, Social Media Marketing, Market Research, Social Networking, Event Management, Leadership, Real Estate

Education
Furman University   2011 — 2015
Bachelor of Arts (B.A.), Business Administration/Economics

CIMBA   2013 — 2013
Business Administration and Management, General

Margaux Harrold Margaux Harrold Greater Chicago Area Details
Margaux Harrold's Neuberger Berman Experience April 2012 - February 2015
Job Private Client Associate at Bernstein
Industry Investment Management
Experience
Bernstein Private Wealth Management  March 2015 - Present
Neuberger Berman   April 2012 - February 2015
MF Global  August 2011 - November 2011
MF Global  November 2010 - August 2011
Credit Suisse  June 2009 - August 2009
Potomac Portfolios LLC,   July 2008 - August 2008
Astor Interiors   June 2007 - August 2007
K.Taeger Clothing Boutique   June 2006 - August 2006

Skills
Bloomberg, Fixed Income, Series 7, Hedge Funds, Derivatives, Capital Markets, Equities, Trading, Series 63, Financial Modeling, Alternative Investments, Investments, Investment Banking, Securities, Valuation, Portfolio Management, Bonds, Asset Managment, Financial Analysis, Electronic Trading

Education
Georgetown University - The McDonough School of Business   2007 — 2010
Bachelor in Business Administration, Finance and Marketing

Hobart and Willam Smith Colleges   2006 — 2007
Bachelor of Arts, Economics and Psychology

Choate Rosemary Hall   2002 — 2006
High School Diploma

Lainie Miller Lainie Miller Greater New York City Area Details
Lainie Miller's Neuberger Berman Experience December 2000 - May 2001
Job Assistant Controller at Martha Stewart Living Omnimedia
Industry Publishing
Experience
Martha Stewart Living Omnimedia  June 2011 - Present
City Harvest  June 2010 - June 2011
Martha Stewart Living Omnimedia  April 2008 - January 2010
Martha Stewart Living Omnimedia  May 2006 - April 2008
Martha Stewart Living Omnimedia  July 2001 - May 2006
Neuberger Berman   December 2000 - May 2001
Eisner LLP  November 1998 - November 2000

Skills
Financial Reporting, Accounting, Variance Analysis, GAAP, Expense Management, Financial Analysis, Auditing, Forecasting, Internal Controls, Account Reconciliation, Accounts Payable, Financial Statements, Budgets, General Ledger, Payroll, Finance, Accruals, Journal Entries

Education
Binghamton University - School of Management   1994 — 1998
Bachelor of Science, Accounting

Oluwatofunmi Ayanfodun Oluwatofunmi Ayanfodun Brooklyn, New York Details
Oluwatofunmi Ayanfodun's Neuberger Berman Experience November 2008 - January 2009
Job Student at SUNY New Paltz
Industry
Experience
Aparna Academy of Fine Arts and Literature   August 2013 - November 2013
Target  June 2012 - August 2012
United States Census Bureau  March 2010 - September 2010
Neuberger Berman   November 2008 - January 2009
Lehman Brothers/Neuberger Berman   February 2008 - June 2008

Skills
Copy Editing, Content Editing, Proofreading, Interviews

Education
SUNY New Paltz   2011 — 2013
Organizational Communications

City University of New York City College   2008 — 2010
Public Relations/Advertising

Borough of Manhattan Community College   2007 — 2008
Liberal Arts

Martin Bennett Martin Bennett Greater New York City Area Details
Martin Bennett's Neuberger Berman Experience September 2008 - December 2014
Job Director at PwC
Industry Financial Services
Experience
PwC  June 2015 - Present
Neuberger Berman   September 2008 - December 2014
Lehman Brothers  October 2006 - September 2008
Accenture  January 2001 - October 2006
PricewaterhouseCoopers  September 1999 - December 2000

Skills
Asset Managment, Portfolio Management, Alternative Investments, Financial Services, Mutual Funds, Valuation, Private Equity, Financial Modeling, Wealth Management, Derivatives, Risk Management, Investments, Securities, Mergers, Asset Management, CRM, Management Consulting, Mergers & Acquisitions

Education
Northeastern University   1998 — 1999
Master of Business Administration (MBA)

Brandeis University   1995 — 1997
Bachelor of Arts (BA)

Christopher Valentine Christopher Valentine Greater New York City Area Details
Christopher Valentine's Neuberger Berman Experience June 2011 - August 2011
Job Investment Banking Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  July 2015 - Present
Deutsche Bank  February 2013 - July 2015
UBS Investment Bank  January 2012 - May 2012
Neuberger Berman   June 2011 - August 2011
UBS Investment Bank  January 2011 - May 2011

Skills
Fixed Income, Equity Research, Financial Modeling, Microsoft Office, Corporate Finance, Financial Statement..., Financial Analysis, DCF, Financial Reporting, Equity Valuation, Asset Management, PowerPoint, Access, Credit, Industry Analysis, Excel, Cash Flow, Word, English, High Yield, Fixed Income Analysis, Bloomberg, Capital Markets, Investment Banking

Education
Binghamton University - School of Management   2008 — 2012
BS, Finance, Global Management

Binghamton University - School of Management
Bachelor of Science (B.S.)

Steven Hsieh Steven Hsieh New York, New York Details
Steven Hsieh's Neuberger Berman Experience May 2012 - Present
Job Operations Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   May 2012 - Present
Credit Suisse  May 2006 - April 2012

Skills
Equities

Education
Baruch College   2002 — 2006
Bachelor of Business Administration (BBA), Finance, General

Robert Klaber Robert Klaber San Francisco, California Details
Robert Klaber's Neuberger Berman Experience September 2008 - May 2010
Job Senior Research Analyst at Parnassus Investments
Industry Investment Management
Experience
Parnassus Investments  2012 - Present
Parnassus Investments  June 2011 - August 2011
City Light Capital  June 2010 - July 2010
Neuberger Berman   September 2008 - May 2010
Lehman Brothers  May 2006 - July 2006

Education
Harvard Business School   2010 — 2012
MBA

University of Cambridge   2007 — 2008
MPhil

Brown University   2003 — 2007
BA

Gibi Joseph Gibi Joseph Greater New York City Area Details
Gibi Joseph's Neuberger Berman Experience November 2009 - Present
Job Assistant Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   November 2009 - Present
Lehman Brothers  January 2007 - October 2009
Robert Bosch  April 2005 - January 2007
Wipro Technologies  December 2003 - April 2005
iCOPE Technologies   October 2000 - November 2003

Skills
Project Management, Solution Architecture, .NET, CRM, ASP.NET, Microsoft Platform, Enterprise Architecture

Education
Christ College - Bangalore   1997 — 2000
MS, Computer Science

Philip Callahan Philip Callahan Greater Chicago Area Details
Philip Callahan's Neuberger Berman Experience May 1996 - July 2008
Job Head of Distribution & Marketing at Oak Ridge Investments
Industry Financial Services
Experience
Oak Ridge Investments  June 2014 - Present
Goldman Sachs Asset Management  January 2011 - March 2014
Goldman Sachs Asset Management  May 2010 - January 2011
Singer Partners, LLC   July 2009 - December 2009
Neuberger Berman   May 1996 - July 2008
Dreyfus Retirement Services  1994 - 1996
General American Pension Investments   1991 - 1994

Skills
Retirement, Mutual Funds, Strategy, Investments, Investment Strategies, Defined Benefit, New Business Development, Asset Management, Alternative Investments, Series 7, Series 63, Insurance, Asset Allocation, Financial Services, Retirement Planning, Financial Advisory, Variable Annuities

Education
Boston College   1981 — 1985
BS, Business

Avon Gonzales Avon Gonzales Greater New York City Area Details
Avon Gonzales's Neuberger Berman Experience November 2004 - Present
Job Solutions/Software Architect at CONZERGE
Industry Financial Services
Experience
CONZERGE.COM   June 2013 - Present
Neuberger Berman   November 2004 - Present
Merrill Lynch NY, NY   March 2004 - November 2004
GoCollect.com NY,NY   March 2000 - February 2004
E-Tim   2004 - 2004
Sullivan & Cromwell LLP  1999 - 2000
US Interactive NY NY   November 1998 - June 1999
Banco Santander NY, NY   March 1998 - November 1998
Belzberg Technologies NY, NY   October 1997 - March 1998
Merrill Lynch  March 1997 - October 1997

Education
City University of New York City College   1987 — 1991
BS, Economics

Pace University
MS IS, Information Systmes

John P. Montalvo John P. Montalvo Greater New York City Area Details
John P. Montalvo's Neuberger Berman Experience August 1998 - November 2005
Job Relationship Banker II at J.P. Morgan Chase
Industry Banking
Experience
J.P. Morgan Chase   March 2015 - Present
AXA Advisors  February 2014 - August 2014
New York Life Insurance Company  January 2013 - January 2014
MD Sass  July 2006 - January 2012
Neuberger Berman   August 1998 - November 2005
Consolidated Brick & Building Supply   August 1996 - August 1998
Philips  October 1989 - August 1996

Skills
Financial Services, Mutual Funds, Investments, Series 7, Series 63, Equities, Hedge Funds, Finance, Investment Management, Bloomberg, Portfolio Management, Securities, Trading, Wealth Management

Education
Pace University   2000 — 2003
B.B.A, Management

Borough of Manhattan Community College   1996 — 1999
A.A.S., Business

Monsignor Scanlan H.S.   1986 — 1989

Zack Yu Zack Yu Brooklyn, New York Details
Zack Yu's Neuberger Berman Experience June 2013 - August 2013
Job Financial Management Associate at Bank of America
Industry Financial Services
Experience
Bank of America  June 2014 - Present
Greystone & Co.   September 2013 - January 2014
Neuberger Berman   June 2013 - August 2013
Brixmor  August 2012 - January 2013
16 Handles  June 2011 - August 2011

Skills
Microsoft Office, Access, Microsoft Excel, PowerPoint, Accounting, Financial Analysis, Financial Reporting, Microsoft Word, Outlook, Financial Accounting, Account Reconciliation, Public Speaking, Accounts Payable, General Ledger, Customer Service, Bookkeeping, Research, Time Management, Adobe Acrobat, Management, Tax

Education
Baruch College   2009 — 2014
B.B.A., Major: Finance, Minors: Economics, 3.65/4.0, Finance, Senior

Stuyvesant High School   2005 — 2009

Jenna Gabriel Jenna Gabriel New York, New York Details
Jenna Gabriel's Neuberger Berman Experience October 2009 - Present
Job Senior Portfolio Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   October 2009 - Present
Glenwood  2006 - 2009
Goldman Sachs  June 2008 - August 2008

Education
Binghamton University   2005 — 2009
Bachelor's degree, Finance, Marketing

Lisa A. Atkins Lisa A. Atkins Greater New York City Area Details
Lisa A. Atkins's Neuberger Berman Experience June 2007 - August 2007
Job Corporate Mergers & Acquisitions Associate at Cadwalader, Wickersham & Taft LLP
Industry Legal Services
Experience
Cadwalader, Wickersham & Taft LLP   October 2009 - Present
Neuberger Berman   June 2007 - August 2007
Lehman Brothers Holdings Inc.  June 2007 - August 2007

Skills
Corporate Law, Legal Research, Legal Writing, Intellectual Property, Legal Assistance, Securities Regulation, Mergers & Acquisitions, Securities, Corporate Finance, Corporate Governance, Team Building, Cross-functional Team..., Project Management, Mentoring, Leadership, Analytic Problem Solving, Due Diligence, Management, Entrepreneurship, Strategy, Pro Bono, Nonprofits, Joint Ventures

Education
Brooklyn Law School   2006 — 2009
JD, Law

Boston University   2001 — 2005
BA, Political Science, Business Administration

John D. O’Bryant School of Mathematics and Science   1997 — 2001
High School, Diploma

David Wan David Wan Greater New York City Area Details
David Wan's Neuberger Berman Experience July 2015 - Present
Job Portfolio Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   July 2015 - Present

Skills
Trading, Investments, Quantitative Research, Fixed Income, Equities, Derivatives, Capital Markets, Hedge Funds, Trading Systems, Bloomberg, Investment Banking, Portfolio Management, Investment Strategies, Asset Managment, Alternative Investments, Financial Modeling, Valuation

Education
New York University - Leonard N. Stern School of Business   2006 — 2008
MBA

City University of New York City College   1999 — 2000
MS

Tongji University   1987 — 1991
BS

Henry Katz Henry Katz Greater New York City Area Details
Henry Katz's Neuberger Berman Experience December 2010 - March 2012
Job
Industry Financial Services
Experience
NBCUniversal, Inc.   May 2015 - Present
Zimode Solutions Inc and ISCS Inc   January 2015 - Present
ISCS, Inc   December 1993 - Present
NYC DOF   October 2014 - March 2015
NYC DOC   February 2014 - September 2014
DSNY  February 2013 - February 2014
Federal Home Loan Bank of New York  June 2012 - December 2012
Neuberger Berman   December 2010 - March 2012
Merrill Lynch  December 2009 - December 2010
Standard & Poor's   April 2008 - August 2009

Skills
SQL, Software Development, Scala, Java, Oracle, Hibernate, Unix, Subversion, Web Services, Spring, JavaScript, Perl, Databases, Web Applications, Spring Framework, Linux, Apache, Maven, AJAX, Eclipse, JBoss Application Server, jQuery, REST, JSF, Assembly, Sun Certified Java..., JBoss

Education
New York University/Courant Institute   1989 — 1992
MS

Virginia Commonwealth University School of Medicine   1985 — 1987

Brown University   1979 — 1983
Sc.B

Frank Cappello Frank Cappello Greater Boston Area Details
Frank Cappello's Neuberger Berman Experience August 1985 - March 1986
Job Managing General Partner at Automated Accounting Associates
Industry Accounting
Experience
Automated Accounting Associates   March 1984 - Present
US Bank National Association  January 2002 - January 2014
Seaboard Mechanical Corporation   December 2005 - October 2009
State Street Bank  September 1995 - December 2002
Bank of Boston (acquired by Bank of America)   April 1989 - August 1992
Shawmut Bank, N.A. (acquired by Bank of America)   March 1986 - February 1988
Malmart Mortgage Company   October 1984 - September 1986
Neuberger Berman   August 1985 - March 1986
Shawmut Bank, N.A. (acquired by Bank of America)   March 1969 - June 1983

Skills
Banking, Accounting, Microsoft Office, Financial Analysis, Account Reconciliation, Loans, Risk Management, Managerial Finance, Management, Asset Managment, Mutual Funds, Budgets, Customer Service, Business Analysis, Financial Services, Analysis, Portfolio Management, Investments, Asset Management, Finance

Education
Bentley University   1965 — 1968

Brendan M. Gill Brendan M. Gill Greater Boston Area Details
Brendan M. Gill's Neuberger Berman Experience August 2012 - Present
Job Senior Vice President, National Accounts at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   August 2012 - Present
MFS Investment Management  January 2006 - August 2012
John A. Levin & Co.   January 2004 - January 2006
Delaware Investments  May 2001 - January 2004
Pioneer Investments  May 1994 - May 2001

Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Series 6, Investments, Asset Managment, Investment Strategies, Hedge Funds, Securities, FINRA, Equities, Investment Management, Series 24

Education
Boston College - Wallace E. Carroll Graduate School of Management   1989 — 1993
Bachelor of Science (BS), Human Resources Management

James Corr James Corr New York, New York Details
James Corr's Neuberger Berman Experience 1993 - 1994
Job Analyst at Safra National Bank of New York
Industry Financial Services
Experience
Safra National Bank of New York  January 2013 - Present
Labaton Sucharow LLP  2011 - 2011
MedalEdge.com   2007 - 2011
Lehman Brothers  1998 - 2007
Credit Lyonnais  December 1996 - April 1998
Quick & Reilly  January 1995 - December 1996
Bankers Trust  June 1994 - January 1995
Neuberger Berman   1993 - 1994

Skills
Investments, Equities, Securities, Financial Analysis

Education
Bentley University   1990 — 1994
Bachelor of Science (BS), Accountancy

Vesalius College   1993 — 1993
Semester Abroad, Brussels, Belgium

Valerie Whittaker Valerie Whittaker Greater New York City Area Details
Valerie Whittaker's Neuberger Berman Experience January 1992 - March 1993
Job Implementation Manager at Princeton Financial Systems
Industry Computer Software
Experience
Princeton Financial Systems  May 2007 - Present
Concord Advisory Group   January 2003 - May 2007
JPMorganChase  September 1995 - September 2002
US Trust  October 1994 - September 1995
HSBC Asset Management  March 1993 - September 1994
Neuberger Berman   January 1992 - March 1993
Neuberger Berman   June 1990 - December 1991

Skills
Fixed Income, Equities, Investments, Business Analysis, Analysis, Middle Office, Performance Measurement, Performance Attribution, Finance, Financial Services, Integration, Management

Education
Hofstra University   1993 — 2000
MBA, Banking and Finance

State University of New York at Binghamton   1986 — 1990
BA, Mathematics

Lin Wang, CFA, CPA, CFE Lin Wang, CFA, CPA, CFE Chicago, Illinois Details
Lin Wang, CFA, CPA, CFE's Neuberger Berman Experience March 2006 - Present
Job SVP & Business Audit Director, Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   March 2006 - Present
Lehman Brothers  2006 - 2008
UBS  1999 - 2002
Goldman Sachs  1997 - 2001

Skills
Hedge Funds, Equities, Auditing, Finance, Fixed Income

Education
City University of New York   1992 — 1995
Bachelor of Arts (B.A.), economics

Reginald Rajakaruna Reginald Rajakaruna Greater New York City Area Details
Reginald Rajakaruna's Neuberger Berman Experience July 2014 - January 2015
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS  June 2015 - Present
Neuberger Berman   July 2014 - January 2015
Avenue Capital Group  March 2010 - September 2013
The Madison Square Garden Company  September 2009 - January 2010

Skills
Bloomberg, Derivatives, Fixed Income, Financial Modeling, Quantitative Finance, Structured Finance, Middle Office, Microsoft Excel, Financial Analysis

Education
New York University - Polytechnic School of Engineering   2008 — 2010
MS, Financial Engineering

Boston University   2004 — 2008
Economics

Emanuel Achildiev Emanuel Achildiev Greater Boston Area Details
Emanuel Achildiev's Neuberger Berman Experience August 2010 - Present
Job Enterprise Search Architect at Emanuel Achildiev Search Consultant Inc
Industry Computer Software
Experience
Neuberger Berman   August 2010 - Present
Search Technologies  February 2007 - Present
Neuberger Berman   2010 - 2010
Rational Software  May 2005 - February 2007
Computer Associates  June 2004 - December 2004
EMC  July 2003 - December 2003
Ciros Restaurant   2000 - 2002

Skills
C#, Java, Python, JavaScript, Powershell, SharePoint, FAST ESP, SharePoint Designer, InfoPath, Microsoft Office

Education
Boston University   2007 — 2010
Masters, Computer Science

Northeastern University   2000 — 2005
Bachelors, Computer Science

DJ Cross, CFA DJ Cross, CFA Greater New York City Area Details
DJ Cross, CFA's Neuberger Berman Experience 2011 - Present
Job Equity Analyst at Neuberger Berman
Industry Investment Banking
Experience
Neuberger Berman   2011 - Present
Bank of America Merrill Lynch  April 2007 - May 2011
EMC  2003 - 2007

Education
Boston College   1999 — 2003
Finance

Biddeford High School   1996 — 1999

Scott Searle Scott Searle Greater New York City Area Details
Scott Searle's Neuberger Berman Experience August 1992 - December 1994
Job Analyst/Porfolio Manager at Diker Management
Industry Telecommunications
Experience
Diker Management   November 2012 - Present
Unterberg Capital   February 2012 - Present
B. Riley & Co.   October 2011 - February 2012
Merriman Curhan Ford  November 2009 - October 2011
S Squared Technology   July 2003 - January 2009
SG Cowen  August 2000 - August 2002
Cowen & Company  2000 - 2002
RBC Dain Rauscher  May 1999 - June 2000
UBS  December 1994 - May 1999
Neuberger Berman   August 1992 - December 1994

Skills
Financial Modeling, Valuation, Start-ups, Equities, Investments, Strategic Partnerships, Hedge Funds, Capital Markets, Venture Capital, Private Equity, Wireless, IOT

Education
Bucknell University   1988 — 1992
Bachelor’s Degree, Economics & Finance, Cum Laude

Tamika Bolds, PMP Tamika Bolds, PMP Greater New York City Area Details
Tamika Bolds, PMP's Neuberger Berman Experience January 2009 - Present
Job Vice President, Business Continuity Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   January 2009 - Present
Neuberger Berman   October 2008 - October 2011
Lehman Brothers  June 2004 - December 2008

Skills
SDLC, Risk Management, Visio, Vendor Management, PMP, Project Portfolio..., Program Management, Project Management, IT Management, Process Engineering, Software Project...

Education
Baruch College, City University of New York (CUNY)   1997 — 2004
BBA, computer information systems

Wood Tobe-Coburn School   1993 — 1995
Associate of Arts and Sciences (AAS), Business Administration and Management, General

Vimal Shah, MBA Vimal Shah, MBA Greater New York City Area Details
Vimal Shah, MBA's Neuberger Berman Experience April 1998 - February 2000
Job InterCompany Manager at Geller & Company
Industry Accounting
Experience
Geller & Company  February 2009 - Present
Mitsui & Co. (USA)   April 2007 - February 2009
Sithe Global Management, Inc.   August 2006 - April 2007
Guy Carpenter  July 2001 - September 2006
American Express  April 2000 - July 2001
Neuberger Berman   April 1998 - February 2000
Sanford C. Bernstein  March 1997 - June 1998

Skills
Financial Reporting, Accounting, General Ledger, Variance Analysis, SOX, Consolidation, Corporate Finance, Excel, Internal Controls, Financial Accounting, Reconciliation, Quickbooks, Invoicing, Compliance, Microsoft Office, PowerPoint, SAP, Word, Accounts Payable, Analysis, Customer Service, Inventory Management, Problem Solving, Due Diligence, Accounts Receivable, Financial Analysis, Account Reconciliation, Sarbanes-Oxley Act, Finance, Software Documentation, Financial Statements, Hyperion Enterprise, Microsoft Excel, Microsoft Word, QuickBooks, Hyperion

Education
Pace University - Lubin School of Business   2001 — 2005
MBA, Finance

Boston College   1992 — 1996
BS, Accounting and Finance

Forest Hills High School   1989 — 1992

Courtney Quick Burdette Courtney Quick Burdette Greater New York City Area Details
Courtney Quick Burdette's Neuberger Berman Experience September 2008 - April 2010
Job Associate Manager at PepsiCo, Brand and Innovation Finance
Industry Food & Beverages
Experience
PepsiCo  August 2014 - Present
Columbia Business School  August 2012 - May 2014
PepsiCo  June 2013 - August 2013
Credit Suisse  April 2010 - July 2012
Neuberger Berman   September 2008 - April 2010
Lehman Brothers  July 2006 - September 2008
JP Morgan Chase  2005 - 2005

Skills
Capital Markets, Fixed Income, Alternative Investments, Corporate Finance, Bloomberg, Cash Management, Finance, Financial Analysis

Education
Columbia Business School   2012 — 2014
Master of Business Administration (MBA)

Brown University   2002 — 2006
BA

The Hotchkiss School   1998 — 2002

David Burshtan David Burshtan Greater Chicago Area Details
David Burshtan's Neuberger Berman Experience December 2002 - Present
Job Portfolio Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   December 2002 - Present
Northern Trust Company  May 1999 - November 2002
Scudder Kemper Investments  November 1995 - April 1999
Northern Trust Company  April 1993 - November 1995
Texas Commerce Bank  May 1989 - April 1993
Rotan Mosle/PaineWebber   December 1987 - May 1989
Ryder System  June 1986 - October 1987

Skills
Equities, Change Management, Portfolio Management

Education
University of Chicago   1984 — 1986
MBA, Finance

Brown University   1980 — 1984
B.A, Economics

Wheaton North High School

Sean McSherry Sean McSherry Greater New York City Area Details
Sean McSherry's Neuberger Berman Experience September 2009 - February 2010
Job Trader
Industry Financial Services
Experience
HealthCor Management, L.P.   February 2010 - Present
Neuberger Berman   September 2009 - February 2010
The Rankings Service   June 2008 - August 2008

Education
Boston College   2005 — 2009

David Seto David Seto Greater New York City Area Details
David Seto's Neuberger Berman Experience October 1997 - July 2005
Job Senior Director New York Life Investment Management
Industry Investment Management
Experience
New York Life Insurance Company  June 2011 - Present
Morgan Stanley Investment Management  October 2009 - June 2011
Spes Investment Advisory, Inc.   February 2009 - September 2009
Robeco Investment Management  July 2005 - December 2008
Neuberger Berman   October 1997 - July 2005
Lord Abbett  July 1991 - October 1997
Lexington Management Corp   November 1986 - July 1991

Skills
Fixed Income, Portfolio Management, Asset Management, Investments, Trading, Securities, Mutual Funds, CDO, CMBS, ABS, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Investment Strategies, Wealth Management, Bloomberg, Series 7

Education
Michigan State University - The Eli Broad College of Business   1985 — 1986
MBA, Finance

Boston University Questrom School of Business   1978 — 1982
BS/BA, Accounting

Vincent Lupo Vincent Lupo Greater New York City Area Details
Vincent Lupo's Neuberger Berman Experience April 2000 - February 2004
Job Managing Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC   December 2012 - Present
Independent Financial Services Professional  July 2012 - December 2012
Jefferies & Company  February 2004 - May 2011
Neuberger Berman   April 2000 - February 2004
National Financial  July 1996 - January 1999
Morgan Stanley  February 1986 - June 1996

Skills
Alternative Investments, Asset Management, Back Office, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FINRA, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Operational Risk, Options, Portfolio Management, Prime Brokerage, Private Equity, Securities, Risk Management, Series 24, Series 63, Settlement, Series 7, Trading, Structured Products, Trading Systems

Education
Baruch College, City University of New York (CUNY)   1982 — 1985
BBA, Finance

Genevieve Gacula Genevieve Gacula Greater New York City Area Details
Genevieve Gacula's Neuberger Berman Experience September 2006 - Present
Job Research at Neuberger Berman
Industry Hospital & Health Care
Experience
Neuberger Berman   September 2006 - Present
Fox-Pitt, Kelton  May 1998 - June 2008
fox-pitt, kelton  1999 - 2003

Education
Cornell University   1994 — 1996
MHA, Healthcare Administration

Carnegie Mellon University   1990 — 1994
BS, Biology

Vince Sellers Vince Sellers Orlando, Florida Area Details
Vince Sellers's Neuberger Berman Experience May 2008 - Present
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   May 2008 - Present
Legg Mason  2006 - 2008
Salomon Brothers  2004 - 2006
Invesco Aim  1996 - 2003

Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Hedge Funds, Asset Management, Equities, Investments, Fixed Income, Portfolio Management, Securities

Education
Brigham Young University   1983 — 1990
B.S., Finance

Ed Novak Ed Novak Greater New York City Area Details
Ed Novak's Neuberger Berman Experience 1992 - 2003
Job Principal at Pacific Futures & Capital
Industry Financial Services
Experience
Pacific Futures & Capital   2013 - Present
Tazza Cafe  2010 - Present
Stanford Group Company  2004 - 2009
Neuberger Berman   1992 - 2003

Education
Carnegie Mellon University

Andrea Trachtenberg Andrea Trachtenberg Greater San Diego Area Details
Andrea Trachtenberg's Neuberger Berman Experience April 1988 - December 2005
Job Chief Marketing Officer at Altegris
Industry Financial Services
Experience
Altegris  January 2010 - Present
Ivory River Consulting Group   January 2006 - December 2009
Neuberger Berman   April 1988 - December 2005

Skills
Mutual Funds, Alternative Investments, Financial Services, Investment Management, Hedge Funds, Asset Allocation, Relationship Management, Wealth Management, Asset Managment, Investments, CRM, Marketing Strategy, Strategy, Marketing, Marketing Communications

Education
Binghamton University
BS, MBA, Management and Marketing

Pace University - Lubin School of Business
MBA, Marketing

Stephen D'Ambrosio Stephen D'Ambrosio Greater New York City Area Details
Stephen D'Ambrosio's Neuberger Berman Experience April 2009 - June 2010
Job Assistant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  August 2014 - Present
Barclays Investment Bank  November 2010 - August 2014
Neuberger Berman   April 2009 - June 2010
Lehman Brothers  June 2007 - March 2009
ADP  July 2005 - May 2007

Skills
Business Analysis, Corporate Finance, Banking, Financial Analysis, Financial Services

Education
Dowling College   2011 — 2013
Master of Business Administration (M.B.A.), Banking & Finance, 4.0 GPA

Bryant University   2001 — 2005
Bachelor of Science, Business Administration, 3.4 GPA

Meghan Francfort Meghan Francfort Greater Boston Area Details
Meghan Francfort's Neuberger Berman Experience May 2008 - July 2008
Job Deloitte Tax Senior
Industry Accounting
Experience
Deloitte Tax LLP  June 2011 - Present
Boston College  July 2010 - January 2011
Deloitte Tax LLP  June 2010 - August 2010
Pequot Capital  June 2009 - July 2009
Neuberger Berman   May 2008 - July 2008

Skills
Research, Spanish, Accounting, Financial Analysis, Financial Modeling, Auditing, Financial Reporting, Tax, Corporate Tax, Corporate Finance, Financial Accounting, Valuation, Internal Controls, Tax Accounting, US GAAP, Big 4, Tax Law, Due Diligence, Sarbanes-Oxley Act, Tax Advisory

Education
Boston College   2007 — 2011
BS, Accounting and Finance

Universidad Carlos III de Madrid   2010 — 2010
Study Abroad Program

Princeton Day School   2003 — 2007
High School

Andoni Goicoechea Andoni Goicoechea New York, New York Details
Andoni Goicoechea's Neuberger Berman Experience May 2012 - May 2013
Job Senior Associate, Capital Markets Advisory at PwC
Industry Capital Markets
Experience
PwC  February 2015 - Present
Bed Bath & Beyond  September 2013 - January 2015
Neuberger Berman   May 2012 - May 2013
Boies, Schiller & Flexner LLP   May 2011 - August 2011
Debevoise & Plimpton LLP  June 2005 - April 2010

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2010 — 2013
JD

Pomona College   2003 — 2007
BA

Oratory Preparatory School   1999 — 2003

Carolyn Oliner Carolyn Oliner Greater New York City Area Details
Carolyn Oliner's Neuberger Berman Experience April 1999 - March 2004
Job Supervisory Analyst and Options Principal
Industry Financial Services
Experience
Piper Jaffray  June 2015 - Present
J.P. Morgan   March 2015 - May 2015
Citi  September 2013 - February 2015
J.P. Morgan   May 2013 - August 2013
Dahlman Rose & Co.   July 2012 - March 2013
BofA Merrill Lynch Global Research   April 2004 - March 2012
Neuberger Berman   April 1999 - March 2004

Skills
Series 4, 7, 16, 24,...

Education
Brown University   1978 — 1982
B.A., European History

Albert Boccardo Albert Boccardo Greater New York City Area Details
Albert Boccardo's Neuberger Berman Experience August 1995 - January 2004
Job Trust Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  January 2007 - Present
Neuberger Berman   August 1995 - January 2004
PaineWebber  February 1987 - August 1995

Skills
Wealth Management, Asset Allocation, Series 7

Education
Boston University   1978 — 1982
BA, Economics

Jennifer (Neff) Davidson Jennifer (Neff) Davidson Greater New York City Area Details
Jennifer (Neff) Davidson's Neuberger Berman Experience April 2009 - June 2009
Job Vice President, Principal Investment Area at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs  July 2011 - Present
Harvard Business School  September 2009 - August 2011
Goldman Sachs  June 2010 - August 2010
Neuberger Berman   April 2009 - June 2009
Lehman Brothers  July 2006 - April 2009

Skills
Financial Modeling, Private Equity, Venture Capital, Due Diligence, Valuation

Education
Harvard Business School   2009 — 2011
MBA, Business

Brown University   2002 — 2006
BA, History

The Dalton School

KUNAL MISHRA KUNAL MISHRA New York, New York Details
KUNAL MISHRA's Neuberger Berman Experience September 2014 - Present
Job Investment Management Implementation & Operations Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   September 2014 - Present
Alliance Bernstein  October 2005 - September 2014
Access Group  January 2005 - September 2005

Skills
Databases, Visio, Business Process..., Business Analysis, SDLC, Fixed Income, SQL, Risk Management, Portfolio Management, Bloomberg, Equities, Quality Center, User Acceptance Testing, Requirements Analysis, Oracle, Derivatives, Financial Analysis, Financial Modeling, Data Analysis, Analysis, Requirements Gathering, Test Cases, Securities, CDS, Investment Banking, Bonds

Education
Rutgers, The State University of New Jersey-Newark   2009 — 2013
MBA, Finance & Entrepreneurship

New York Institute of Technology   2003 — 2005
Masters, Electrical & Computer Engg

Bharati Vidyapeeth   1999 — 2003
Bachelor of Engineering (BEng), Electronics & Telecommunication

O.L.P.S.

Gina Campanella Gina Campanella Greater New York City Area Details
Gina Campanella's Neuberger Berman Experience 2000 - 2003
Job PNC Marketing
Industry Information Technology and Services
Experience
PNC Marketing   January 2008 - Present
KKR  2008 - 2008
Lehman Brothers  2003 - 2007
Neuberger Berman   2000 - 2003

Skills
AutoCAD, Adobe Acrobat, Concur, Corel Paint Shop Pro X2, MS Office Suite, Nortel Networks, JETSR / TCS, Visio, Visionael, MS Project, C++, VPN / Securid

Education
University of Phoenix   2004 — 2008
B.S., Computer Information System

Borough of Manhattan Community College   1995 — 1999
A.A.S, Computer Operations

Stu Horowitz Stu Horowitz Greater New York City Area Details
Stu Horowitz's Neuberger Berman Experience FinanceLehman Brothers1996 - 2008
Job Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   FinanceLehman Brothers1996 - 2008
US Marine Corps  1977 - 1984

Education
Baruch College, City University of New York (CUNY)   1996 — 2001
MBA, Accounting

University of Florida   1983 — 1990

Cardozo HS

David J. Shapiro David J. Shapiro New York, New York Details
David J. Shapiro's Neuberger Berman Experience 2005 - Present
Job Vice President, Wealth Management at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   2005 - Present
National Securities Corp.  2004 - 2005
Goldman Sachs  April 1990 - November 2002
Drexel Burnham Lambert  1987 - 1990
CBS, Inc.   1985 - 1986
Sweetheart Plastics, Inc.   1980 - 1982
New Jersey Superior Court  1978 - 1979

Skills
Capital Markets, Asset Allocation, Financial Services, Team Building, Alternative Investments, Hedge Funds, Fixed Income, Equities, Private Equity, Securities, Asset Managment, Mutual Funds, Portfolio Management, Asset Management, Entrepreneurship, Wealth Management, Mergers & Acquisitions, Investments

Education
University of Pennsylvania - The Wharton School   1982 — 1984
MBA, Finance

Rutgers University School of Law - Camden   1975 — 1978
JD, Law

Brandeis University   1971 — 1975
BA, History

Swampscott High School

Jackie Zirkman Jackie Zirkman Greater New York City Area Details
Jackie Zirkman's Neuberger Berman Experience March 2014 - Present
Job SVP Director of Events at Neuberger Berman
Industry Events Services
Experience
Neuberger Berman   March 2014 - Present
Bloomberg LP  June 2010 - March 2014
MORGAN STANLEY AND CO., INC   January 2004 - October 2009
Event of the Year, Inc.   February 1993 - December 2003
PAINT THE TOWN RED, INC   January 1990 - January 1993

Skills
Corporate Events, Marketing, Vendor Management, Business Development, Budgets, Management, Event Management, Meeting Planning, Event Planning

Education
Brooklyn Law School
Juris Doctor

Hobart and William Smith Colleges
Bachelor of Arts

Kenneth Leopold Kenneth Leopold Greater New York City Area Details
Kenneth Leopold's Neuberger Berman Experience May 1987 - May 2001
Job General Counsel, Chief Compliance Officer/ Investment Advisory Broker Dealer Expert
Industry Financial Services
Experience
Tweedy, Browne Company   June 2001 - February 2014
Neuberger Berman   May 1987 - May 2001
American Stock Exchange  November 1984 - May 1987
US Securities and Exchange Commission  September 1983 - November 1984

Skills
Investment Advisers Act, Securities Regulation, Securities, Broker-Dealer, FINRA, Hedge Funds, AML, Series 7, Series 24, OFAC, SEC, Mutual Funds, KYC, Investment Management

Education
Brooklyn Law School   1980 — 1983
Doctor of Law (JD)

Fordham University   1976 — 1980
BS, Political Science and Government

Beverly Timmons Beverly Timmons Greater New York City Area Details
Beverly Timmons's Neuberger Berman Experience August 2004 - March 2006
Job Executive Office Professional
Industry Executive Office
Experience
Bracco Diagnostics Inc  July 2009 - Present
the Group  July 2009 - Present
AXA Equitable  July 2006 - March 2008
AXA Equitable  July 2006 - March 2008
Neuberger Berman   August 2004 - March 2006
Neuberger Berman   August 2004 - March 2006
The Bank of Nova Scotia  September 1996 - May 2003
The Bank of Nova Scotia  September 1996 - May 2003

Education
Borough of Manhattan Community College   1979 — 1984
none, Business Administration

Borough of Manhattan Community College
Business Administration

Grace Dodge Vocational H.S
Diploma, Secretarial Studies

Katharine Gibbs School

Baskaran Ammamuthan Baskaran Ammamuthan Greater New York City Area Details
Baskaran Ammamuthan's Neuberger Berman Experience August 2009 - October 2010
Job Sr .NET consultant at Broadridge
Industry Computer Software
Experience
Broadridge  December 2009 - Present
Neuberger Berman   August 2009 - October 2010
Broadridge  February 2006 - November 2009
Bear Stearns  June 2005 - April 2006
Logica  January 2004 - March 2005
Marlabs Inc  2002 - 2004

Skills
.NET, ASP.NET, Web Services, Software Development, Microsoft SQL Server, SDLC, Integration, Requirements Analysis

Education
Bharathidasan University   1997 — 2000
Master of computer application (MCA), Computer

Eric Weinstein Eric Weinstein Greater New York City Area Details
Eric Weinstein's Neuberger Berman Experience March 2002 - Present
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   March 2002 - Present
Larch Lane Advisors LLC  January 2000 - March 2002
O'Connor and Associates/Swiss Bank   1990 - 1997

Education
University of Pennsylvania - The Wharton School   1978 — 1980
MBA

Brandeis University   1972 — 1976
BA, Economics

Lisa Convente Lisa Convente Greater New York City Area Details
Lisa Convente's Neuberger Berman Experience August 2010 - October 2010
Job Executive Assistant Any Industry
Industry Electrical/Electronic Manufacturing
Experience
GREAT ATLANTIC & PACIFIC TEA CO   July 2011 - October 2012
Neuberger Berman   August 2010 - October 2010
AGILENT TECHNOLOGIES, INC  February 1997 - June 2009

Skills
Leadership, Outlook, Administrative...

Education
Berkeley College
Degree: AAS, Office Administration

Fashion Institute of Technology
Degree: AAS, Buying and Merchandising

John Szabo John Szabo Rye, New York Details
John Szabo's Neuberger Berman Experience July 1997 - May 2000
Job Managing Partner, Flint Ridge Capital LLC
Industry Investment Management
Experience
Flint Ridge Capital LLC   January 2006 - Present
Molina Healthcare, Inc.   March 2005 - Present
CIBC World Markets  May 2000 - March 2005
Neuberger Berman   July 1997 - May 2000
National City Corporation  January 1995 - July 1997
The State Teachers Retirement System of Ohio   April 1993 - January 1995
The Mitsubishi Bank LTD   November 1989 - April 1993
Bank One Columbus, N.A.   June 1987 - November 1989

Education
Bowling Green State University   1983 — 1987
BSBA, Finance and International Economics

Bowling Green State University   1983 — 1987
BSBA, Finance

Kristal (Patnode) Kilmain Kristal (Patnode) Kilmain Greater Boston Area Details
Kristal (Patnode) Kilmain's Neuberger Berman Experience November 2009 - April 2014
Job Financial Coordinator, Research Administration at Massachusetts Institute of Technology (MIT)
Industry Higher Education
Experience
Massachusetts Institute of Technology (MIT)   July 2015 - Present
Massachusetts Institute of Technology (MIT)   May 2014 - July 2015
Neuberger Berman   November 2009 - April 2014
Northwestern Mutual  January 2007 - August 2009
John Hancock Life Insurance Company (U.S.A.)   June 2005 - December 2006
John Hancock Life Insurance Company (U.S.A.)   June 2001 - June 2005
Merrill Lynch  May 2000 - May 2001

Skills
Financial Services, Research Administration, Series 7, Series 63, Office Management, Outlook, Pre-award, Series 6, Insurance, SAP, Travel Planning, CRM, Organization, Microsoft Word, Event Planning, PowerPoint, Account Reconciliation, Microsoft Excel, Finance, Spreadsheets, series 66, Marketing, Salesforce.com, Siebel, NIH

Education
Champlain College   1996 — 2000
BS, Business

Vishal Bhalla Vishal Bhalla New York, New York Details
Vishal Bhalla's Neuberger Berman Experience December 2010 - June 2013
Job Investment Banking Associate Leveraged Finance at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  July 2015 - Present
Deutsche Bank  June 2014 - August 2014
Neuberger Berman   December 2010 - June 2013
Aksia  November 2009 - December 2010
New York State Common Retirement Fund  April 2008 - October 2009

Skills
Hedge Funds, Bloomberg, Alternative Investments, Investments, Portfolio Management, Asset Managment, Financial Analysis, Fund Of Funds, Due Diligence, Research, Investment Banking, Mutual Funds, Asset Management, Investment Strategies, Asset Allocation, Financial Statement..., Capital Markets, Emerging Markets

Education
Cornell University - Johnson Graduate School of Management   2013 — 2015
Master of Business Administration (MBA)

City University of New York-Baruch College - Zicklin School of Business   2005 — 2009
BBA, Finance & Investments

Renata Stark Renata Stark Dallas/Fort Worth Area Details
Renata Stark's Neuberger Berman Experience January 2009 - July 2010
Job Accounting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2010 - Present
Neuberger Berman   January 2009 - July 2010
JPMorgan Chase  2000 - 2006
JPMorgan  2000 - 2006

Education
Baruch College, City University of New York (CUNY)   1989 — 1993

Ceci Zhang Ceci Zhang New York, New York Details
Ceci Zhang's Neuberger Berman Experience February 2015 - Present
Job Private Equity Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   February 2015 - Present
Citi  June 2012 - February 2015
Brandeis University Hiatt Career Center   August 2010 - May 2012
Brandeis University  August 2010 - December 2011
Citi  May 2011 - August 2011
Brandeis International Busines School   July 2010 - May 2011
Brandeis University  March 2009 - October 2010
L'Oreal China   May 2009 - July 2009
Asian Pacific American Heritage Month (APAHM)   November 2008 - March 2009

Education
Brandeis University   2008 — 2012
B.A, Economics & Mathematics, 3.87/4.00

Suyeon Oh Suyeon Oh Commack, New York Details
Suyeon Oh's Neuberger Berman Experience June 2010 - August 2010
Job Accounts Manager and Analyst
Industry Accounting
Experience
Micro Merchant Systems, Inc   November 2014 - Present
Micro Merchant Systems, Inc   November 2013 - October 2014
Arumdaun Presbyterian Church   June 2013 - August 2013
Mont Fashion, Inc.   August 2012 - January 2013
Neuberger Berman   June 2010 - August 2010
Binghamton University  January 2010 - May 2010

Education
Binghamton University - School of Management   2008 — 2012
Bachelor of Science (BS), Accounting

Lauren Wahlers Lauren Wahlers Greater New York City Area Details
Lauren Wahlers's Neuberger Berman Experience July 2006 - February 2011
Job Client Executive at Russell Investments
Industry Financial Services
Experience
Russell Investments  March 2013 - Present
Russell Investments  February 2011 - March 2013
Neuberger Berman   July 2006 - February 2011
Neuberger Berman   April 2005 - July 2006
AllianceBernstein  September 2004 - April 2005

Skills
Portfolio Management, Financial Services, Mutual Funds, Client Relations Skills, Equities, Client Services, Client Presentation, Account Management, Indexing, ETFs, Index Funds, Qualifying Prospects, Cross Selling, Investments, Performance Attribution, Relationship Management, Competitive Analysis, Bloomberg Terminal, FactSet, Morningstar

Education
Boston College   2000 — 2004
BS, Finance & Economics

Stephen D'ambrosio Stephen D'ambrosio Greater New York City Area Details
Stephen D'ambrosio's Neuberger Berman Experience AVPLehman Brothers2007 - 2009
Job Assistant Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   AVPLehman Brothers2007 - 2009

Education
Bryant University   2001 — 2005

Gabe Vallejo Gabe Vallejo Greater New York City Area Details
Gabe Vallejo's Neuberger Berman Experience January 2015 - Present
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   January 2015 - Present
Orchard Square Partners   January 2013 - December 2014
Ramius Capital Group  January 2011 - December 2012
Ramius Capital Group  November 2007 - January 2011
JP Morgan  June 2006 - November 2007

Skills
Hedge Funds, Operations Management, Leveraged Lending, Risk Management, Finance, Fixed Income, FX Trading, Options, Mutual Funds, Credit Derivatives, Regulatory Compliance, Equities, Trading, Series 7, Series 63, Bloomberg, Financial Analysis, Management, Corporate Finance, Emerging Markets, Trading Systems, Financial Markets, Financial Services, Mergers & Acquisitions, Asset Management, Alternative Investments, Investments, Derivatives

Education
Boston University   2002 — 2006
Bachelor of Arts (B.A.), Economics

Blair Academy   1999 — 2002

Benjamin Kay Benjamin Kay Washington D.C. Metro Area Details
Benjamin Kay's Neuberger Berman Experience June 2000 - August 2000
Job Financial Macroeconomist
Industry Financial Services
Experience
US Treasury at Office of Financial Research (OFR)   April 2012 - Present
UC San Diego  August 2006 - April 2012
UC San Diego  August 2006 - March 2012
Freelance  2001 - 2010
Morgan Stanley Dean Witter  August 2003 - July 2006
Banc of America Securities  July 2002 - July 2003
Mediacom  July 2001 - May 2002
Neuberger Berman   June 2000 - August 2000
Towers Watson  June 1997 - August 1999

Skills
Economics, Econometrics, Macroeconomics, Financial Economics, Microeconomics, Statistics, Quantitative Analytics, Matlab, Python, Microsoft Excel, Stata, Linux, Risk Management, R, Time Series Analysis, Mathematica, Quantitative Finance, Fixed Income, Analysis, Statistical Modeling, Computational Economics, Housing Finance, MySQL, Systemic Risk and..., Market Microstructure

Education
University of California, San Diego   2010 — 2011
Ph.D.

University of California, San Diego   2008 — 2009
C.Phil

University of California, San Diego   2006 — 2008
M.A.

Carnegie Mellon University   1998 — 2002
B.S.

Stuyvesant High School

Kristian Omicioli Kristian Omicioli Greater New York City Area Details
Kristian Omicioli's Neuberger Berman Experience 2011 - Present
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   2011 - Present
Lattice Strategies LLC  September 2010 - August 2011
Janus Capital Group  February 2008 - September 2010
US Trust  September 2006 - March 2008

Education
Brown University

The Hotchkiss School

University of Wisconsin-Whitewater
MBA

Scott Glickman, CFA, CAIA Scott Glickman, CFA, CAIA Greater New York City Area Details
Scott Glickman, CFA, CAIA's Neuberger Berman Experience June 1992 - February 1997
Job Managing Director, Sales & Marketing at UBP Asset Management
Industry Investment Management
Experience
UBP Asset Management  September 2013 - Present
FRM Americas LLC.   June 2010 - July 2013
Advent Capital Management  March 2009 - June 2010
Ivy Asset Management  March 2001 - January 2009
J.P. Morgan   February 1997 - January 2001
Neuberger Berman   June 1992 - February 1997

Skills
Accounting, Alternative Investments, Asset Managment, Banking, Business Development, Client Services, Equities, Equity Trading, Family Office, Financial Advisory, Fund Administration, Fund Of Funds, Hedge Funds, High Yield, Institutional, Institutional Sales, Management, Marketing, Prime Brokerage, Private Banking, Sales, Series 24, Structured Finance, Asset Management, Capital Markets, Fixed Income, Investment Management, Portfolio Management

Education
Boston University Questrom School of Business   1988 — 1992
BSBA, Finance

Susan Huang Susan Huang Greater New York City Area Details
Susan Huang's Neuberger Berman Experience July 2011 - Present
Job Fund Accountant at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   July 2011 - Present
Legg Mason  December 2007 - July 2011
Morgan Stanley  March 2007 - November 2007
Morgan Stanley  April 2004 - March 2007
Morgan Stanley  July 1998 - April 2004

Education
Baruch College, City University of New York (CUNY)
B.S., Business Administration in Finance

Barbara Tarmy Barbara Tarmy Greater New York City Area Details
Barbara Tarmy's Neuberger Berman Experience 2007 - 2012
Job Principal at Capital Counsel, LLC
Industry Investment Management
Experience
Capital Counsel, LLC  May 2012 - Present
Neuberger Berman   2007 - 2012
H.A. Schupf, LLC   2001 - 2007
Warburg Pincus LLC  1995 - 2001

Skills
Valuation, Alternative Investments, Bloomberg, Mutual Funds, Equity Valuation, Fixed Income, Securities, Due Diligence, Investment Banking, Investment Strategies, Series 7, Institutional..., Financial Analysis, Management, Mergers & Acquisitions, Venture Capital, Wealth Management, Equities, Asset Management

Education
Columbia University - Columbia Business School   1977 — 1979
Master of Business Administration (M.B.A.), Finance, General

Bowdoin College   1972 — 1975
Bachelor of Arts (B.A.), Economics, English Literature

GREGORY SPIEGEL GREGORY SPIEGEL Greater New York City Area Details
GREGORY SPIEGEL's Neuberger Berman Experience 2012 - Present
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman   2012 - Present
Tourmalet Advisors   2010 - 2012
Riptide Capital   2008 - 2010
Pequot Capital  2005 - 2008
Pilot Advisors   2003 - 2005
Bear Stearns  2001 - 2003

Skills
Portfolio Management, Research, Risk Management, Valuation, Corporate Finance, Financial Analysis, Resource Allocation, Mentoring, Hedge Funds, Equities

Education
Columbia Business School   1999 — 2001
MBA, Finance

Boston University   1991 — 1995
BS, Communications

Steven Fockens Steven Fockens Greater New York City Area Details
Steven Fockens's Neuberger Berman Experience 2007 - March 2012
Job Portfolio Manager/Analyst at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management  July 2012 - Present
Neuberger Berman   2007 - March 2012
Lehman Brothers  1997 - 2007

Skills
Equity Research, Portfolio Management, Equities, Asset Managment, Series 7, Valuation, Equity Valuation, Financial Modeling, Investments, Financial Analysis, Due Diligence, Bloomberg, Securities, Investment Management

Education
New York University, Stern School of Business   1991 — 1994
MBA, Finance and Accounting

Carleton College   1987 — 1991
BA, History

Craig Giunta Craig Giunta New York, New York Details
Craig Giunta's Neuberger Berman Experience 1994 - 2001
Job Investment Management Professional
Industry Investment Management
Experience
ARTIO GLOBAL  2001 - 2010
Neuberger Berman   1994 - 2001

Education
Boston University   1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting

frank bisk frank bisk Livingston, New Jersey Details
frank bisk's Neuberger Berman Experience July 2012 - Present
Job Equity Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   July 2012 - Present
Pilot Advisors, LP   2002 - 2012
Stroock & Stroock & Lavan LLP   January 1997 - 2001

Skills
Equities, Bloomberg, Equity Research, Hedge Funds, Investments, Portfolio Management, Asset Management, Valuation, Fixed Income, Financial Modeling, Series 7, Alternative Investments, Capital Markets, Mutual Funds, Asset Allocation, Investment Banking, Securities, Investment Strategies, Equity Valuation, Financial Analysis

Education
Brooklyn Law School
Doctor of Law (JD)

University of Michigan
Bachelor of Arts (BA), Political Science and Government

Nicole Chanthasoto Nicole Chanthasoto Greater New York City Area Details
Nicole Chanthasoto's Neuberger Berman Experience June 2013 - August 2013
Job Futures Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments  July 2015 - Present
Boston College  September 2014 - May 2015
Franklin Templeton Investments  May 2014 - August 2014
Boston College  September 2013 - May 2014
Neuberger Berman   June 2013 - August 2013
University of Illinois at Urbana-Champaign  January 2013 - May 2013
HudsonView Capital Management   July 2012 - August 2012
LibertyView Capital Management  July 2010 - August 2010

Skills
Team Leadership, Research, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Outlook, Library, Time Management, Critical Thinking, Analysis, Bloomberg, FactSet, Equity Research Analysis, Portfolio Management, Data Entry, Access

Education
Boston College   2013 — 2015
Bachelor of Science (B.S.) in Management, Concentration in Finance with a Minor in Mathematics, Cum Laude

University of Illinois at Urbana-Champaign   2011 — 2013

Northern Valley Regional High School at Old Tappan   2007 — 2011
Summa Cum Laude

Victoria Zozulya Victoria Zozulya Brooklyn, New York Details
Victoria Zozulya's Neuberger Berman Experience March 2014 - Present
Job Attorney at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman   March 2014 - Present
Neuberger Berman   May 2011 - March 2014
Neuberger Berman   April 2010 - April 2011

Skills
Series 7, FINRA, Securities, Asset Management

Education
Brooklyn Law School   2005 — 2008
Doctor of Law (JD)

Fordham University   2001 — 2005
Bachelor of Arts (BA), Economics

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