Neuberger Berman
Neuberger Berman is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals. Assets under management: 304 billion USD (June 2018) Headquarters: New York City, New York, United States Founded: 1939 Founders: Roy Neuberger, Robert Berman Parent organization: Neuberger Berman Group LLC Subsidiaries: Neuberger Berman Pty Ltd,
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Neuberger Berman Employees
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.)
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
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
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
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
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
Neuberger Berman October 2008 - Present
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Marketing Management
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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)
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.)
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
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
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
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
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
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
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
Neuberger Berman October 2009 - Present
Glenwood 2006 - 2009
Goldman Sachs June 2008 - August 2008
Education
Binghamton University 2005 — 2009
Bachelor's degree, Finance, Marketing
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Pacific Futures & Capital 2013 - Present
Tazza Cafe 2010 - Present
Stanford Group Company 2004 - 2009
Neuberger Berman 1992 - 2003
Education
Carnegie Mellon University
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Neuberger Berman AVPLehman Brothers2007 - 2009
Education
Bryant University 2001 — 2005
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
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
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
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
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
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
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
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
ARTIO GLOBAL 2001 - 2010
Neuberger Berman 1994 - 2001
Education
Boston University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
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
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
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