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 February 2006 - Present
Forest City Ratner Companies July 2003 - October 2005
MetLife September 2000 - March 2003
Skills
Customer Service, Windows, Research, Strategic Planning, Vendor Management, Event Planning, Marketing, Asset Management, Travel Planning, Adobe Acrobat, Microsoft Excel, Microsoft Office, Teamwork, CRM, Administrative..., Access, Human Resources, Budgets, Administrative..., Management
Education
Hunter College
Bachelor of Arts (BA), Psychology
Neuberger Berman July 2011 - Present
PwC 2015 - 2015
Goldman Sachs June 2010 - August 2010
Deloitte July 2008 - August 2008
Skills
Matlab, SQL, VBA, Financial Modeling, Bloomberg, Derivatives, Data Analysis, R, Quantitative Analytics, Fixed Income, Portfolio Management, Quantitative Finance, Finance, MATLAB, Market Risk
Education
Cornell University 2009 — 2010
MEng, Financial Engineering
Wuhan University 2005 — 2009
BS & BA, Mathematical Finance
Neuberger Berman March 2014 - Present
Straus Media October 2013 - February 2014
Wainwright Investment Counsel, LLC 2013 - 2013
ELLE Magazine June 2012 - August 2012
Sports Illustrated January 2012 - February 2012
Tenacity May 2011 - August 2011
Teen Vogue June 2009 - July 2009
City Year March 2009 - May 2009
Skills
Creative Writing, PowerPoint, Writing, Editing, Microsoft Excel, Microsoft Word, Research, French, Social Media, Event Planning, WordPress, Facebook, Books, Financial Markets, InCopy, InDesign, Advertising, Blogging, Proofreading, Email Marketing, Financial Analysis, Client Services, Microsoft Office
Education
Colby College 2010 — 2013
Bachelor's degree, English Language and Literature/Letters (Creative Writing)
Buckingham, Browne & Nichols School 1994 — 2009
High School Diploma
Fieldpoint Private November 2013 - Present
Neuberger Berman June 2004 - November 2013
JP Morgan October 1994 - August 2003
The Heitner Corporation August 1993 - September 1994
Skills
Alternative Assets, Private Equity, Hedge Funds, Risk Management, Valuation, Investments, Asset Managment, Equities, Financial Analysis, Alternative Investments, Due Diligence, Strategic Financial..., Asset Management, Equity Derivatives, Emerging Markets, Finance, Securities, Asset Allocation, Series 7, Fixed Income, Trading, Capital Markets, Mutual Funds, Investment Management, Investment Strategies, Bloomberg, Investment Advisory, Series 63, Fund Of Funds, Wealth Management
Education
Colorado College 1989 — 1993
Bachelor's Degree
The Chinese University of Hong Kong 1991 — 1991
John Burroughs School 1984 — 1989
High School
Liquidnet December 2014 - Present
Liquidnet November 2013 - December 2014
Liquidnet February 2012 - November 2013
Liquidnet May 2009 - February 2012
Neuberger Berman June 2008 - July 2008
Skills
Electronic Trading, Equities, Competitive Analysis, Trading, Business Strategy, Product Management, Product Marketing, Analytics, Fixed Income, Dark Pools, Algorithms, Market Structure, Strategic Planning, Project Management, Financial and..., UX Design
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Tufts University 2005 — 2009
BA, Economics, Entreprenurial Leadership Minor
FINRA Series 7 and 63
ContextMedia, Inc. June 2015 - Present
GoHealth March 2014 - June 2015
Cleveland Clinic August 2012 - March 2014
Apple, Inc June 2011 - September 2011
Neuberger Berman September 2008 - June 2010
Neuberger Berman November 2006 - September 2008
Skills
Data Analysis, Business Strategy, Financial Analysis, Project Management, Analysis, Financial Modeling, Strategic Planning, Business Analysis, Cross-functional Team..., Competitive Analysis, Valuation, Market Research, Strategy, Marketing, Business Planning, Mergers & Acquisitions, Management, Leadership
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration (MBA)
Colby College 2002 — 2006
BA, Sociology, Magna Cum Laude
London School of Economics and Political Science 2004 — 2005
BlackRock June 2014 - Present
ING December 2010 - June 2014
Neuberger Berman July 2008 - December 2010
Neuberger Berman June 2007 - August 2007
Lehman Brothers May 2004 - March 2006
Lehman Brothers July 2001 - April 2004
Skills
Equities, Corporate Development, Business Strategy, Banking, Financial Services, Acquisitions, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Emerging Markets, Portfolio Management, Mergers & Acquisitions, Investments, Strategy
Education
Harvard Business School 2006 — 2008
M.B.A.
Columbia College (NY) 1997 — 2001
B.A., East Asian Languages and Cultures
J.P. Morgan May 2015 - Present
Barclays Wealth and Investment Management December 2012 - Present
Neuberger Berman December 2004 - November 2012
Morgan Stanley Smith Barney August 2003 - December 2004
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
Executive MBA
New York University 2000 — 2003
BA, Economics
Neuberger Berman October 2013 - Present
Teradata June 2011 - August 2013
Clark Atlanta November 2010 - May 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, General Ledger, Financial Accounting, Analysis, PowerPoint, Accounts Payable, Financial Analysis, Accounts Receivable, MS Excel Pivot Tables, Fixed Assets
Education
Clark Atlanta University 2007 — 2011
Master of Arts, Accountancy
Clark Atlanta University 2007 — 2011
Bachelor of Arts (BA), Accounting
Neuberger Berman June 2014 - August 2014
ISI Group June 2013 - July 2013
Neuberger Berman July 2012 - August 2012
Showtime Networks Inc. July 2010 - August 2010
Liberty Skis Corporation July 2009 - August 2009
General Maritime Management LLC July 2008 - August 2008
Skills
Market Research, Competitive Analysis, Financial Analysis, Economics, Research, Data Analysis, Public Speaking, Social Media
Education
Vanderbilt University 2011 — 2015
Bachelor's Degree
Columbia University in the City of New York 2014 — 2014
Summer Session
Collegiate School 2008 — 2011
High School
Clayton Dubilier & Rice August 2014 - Present
Neuberger Berman August 2010 - July 2014
AXA Private Equity (now ARDIAN) June 2009 - August 2009
Greenhill & Co. June 2008 - July 2008
UniCredit Markets & Investment Banking July 2007 - September 2007
Goldman Sachs April 2007 - April 2007
Education
Columbia University in the City of New York 2009 — 2010
MA
The London School of Economics and Political Science (LSE) 2006 — 2009
BSc
Neuberger Berman October 2013 - Present
Sidoti & Company, LLC January 2003 - September 2013
ELIAS SPORTS BUREAU January 2000 - January 2002
Skills
Financial statement..., Written and verbal..., Indentification of..., Investments, Valuation, Equities, Portfolio Management, Financial Analysis, Mutual Funds
Education
CFA Institute 2002 — 2005
CFA Charterholder, Accounting and Finance
Fordham University - Graduate School of Business Administration 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance
College of the Holy Cross 1995 — 1999
Bachelor of Arts (BA), Economics
Iona
Spencer Lyons Partners April 2015 - Present
Mid-Shore Mediation Center January 2007 - Present
Osprey Asset Managment, LLC July 2009 - January 2015
Neuberger Berman May 1987 - October 2002
Skills
Valuation, Asset Managment, Equities, Fixed Income, Portfolio Management, Alternative Investments, Capital Markets, Asset Management, Options, Investments, Hedge Funds, Series 7, Private Equity, Securities, Emerging Markets, Asset Allocation, Series 63, Mutual Funds, Investment Strategies, Due Diligence, Financial Services, Equity Research, Financial Modeling, Wealth Management, Bloomberg, Investment Advisory, Trading, Trading Systems, Derivatives, Investment Banking, Financial Markets, Risk Management, Venture Capital, Electronic Trading, Corporate Finance, Structured Finance, Investment Management, Financial Analysis, FX Options, Strategic Financial..., Mergers & Acquisitions, Finance, Relationship Management, Business Valuation, Corporate Development
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Harvard Law School 2012 — 2012
Executive Certificate, Negotiation
The College of Wooster 1984 — 1988
Bachelor of Arts (BA), Philosophy
Gilman Hill Asset Management, LLC June 2006 - Present
Neuberger Berman December 2001 - June 2006
Goldman Sachs May 1997 - May 2001
Skills
Portfolio Management, Asset Management, Equity Research, Retirement Income..., Investments, Investment Management, Institutional..., Asset Allocation, Endowments, Foundations, Endowment Funds, High Net Worth..., Income, Cash Flow Analysis, Client Services, Securities, Strategic Planning, Fixed Income, Fixed Income Portfolio...
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Business
Hollins University 1993 — 1997
BA, Economics, History
Directors Guild of America January 2012 - Present
Directors Guild of America June 2011 - August 2011
The Center for Sustainable Global Enterprise November 2010 - May 2011
Neuberger Berman July 2010 - August 2010
Schlam Stone & Dolan LLP September 2009 - December 2009
University of Rochester January 2009 - May 2009
Skills
Nonprofits, Editing, Microsoft Office, Customer Service, Television, Social Media, PowerPoint, Film Production, Film, Microsoft Excel, Contract Management, Project Management, Research, Teaching
Education
Cornell University 2010 — 2012
Bachelor of Science (B.S.), Industrial and Labor Relations
University College Dublin 2011 — 2011
University of Rochester 2007 — 2009
Economics
George School 2003 — 2007
High School
PIMCO December 2014 - Present
Neuberger Berman June 2014 - September 2015
The AXA Equitable Center March 2001 - December 2013
Jack Schwartz Shoes March 1999 - March 2001
Skills
Event Management, Project Management, Venue Management, Corporate Communications, Special Events..., Marketing Management, Project Planning, Advertising, Customer Service, Marketing, Management, Customer Experience, Meeting Planning, Customer Satisfaction, Email Marketing, Outlook, Diversity Program..., Team Building, Fundraising, Research, PowerPoint, Microsoft Excel, Editing, Streamlining Work..., innovative thinking, developing client..., Superior Client Service, Multi-cultural team..., Employee Engagement, New Hire Processes, Best Practices, Executive..., Assisting Executives, Executive Calendar..., Office Administration, General Office Skills, Office Management, Cross Functional Team...
Education
John Jay College of Criminal Justice 2002 — 2004
Forensic Psychology
AB September 2014 - Present
AB July 2011 - September 2014
Neuberger Berman August 2010 - July 2011
Maple Resources Corporation May 2009 - July 2010
Janus Capital Group May 2007 - June 2009
AB November 2005 - May 2007
The Vanguard Group June 2004 - November 2005
Skills
Equities, Mutual Funds, Investments, Fixed Income, Capital Markets, Strategy, Product Management, Strategic Planning, Financial Services, Series 7, Hedge Funds, Series 63, Management, UCITS, Investment Management, Portfolio Management, Alternative Investments, Asset Management, Finance, Asset Allocation
Education
Emory University - Goizueta Business School 2011 — 2013
Master of Business Administration (MBA)
Cornell University 2000 — 2003
Bachelor of Science (BS), Industrial and Labor Relations
Yale-New Haven Hospital August 2013 - Present
Yale New Haven Hospital January 2012 - August 2013
Yale-New Haven Community Medical Group November 2008 - May 2010
Neuberger Berman June 2007 - August 2007
Merrill Lynch May 2006 - June 2006
Merrill Lynch May 2005 - August 2005
Skills
PowerPoint, Excel, Fundraising, Word, Working knowledge of..., SCM, Leadership, Volunteer Management, Curriculum Design, Microsoft Word, Public Speaking, Teaching, Outlook, Community Outreach, Data Analysis, Clinical Research, Microsoft Office, Spanish, Program Development, Healthcare, Strategic Planning, Event Planning, Editing, SPSS, Tutoring, Software Configuration..., Curriculum Development, Social Media, Nonprofits, Higher Education, Microsoft Excel, Public Health, Research
Education
Jacksonville University 2010 — 2011
Bachelor of Science, Nursing
Columbia University in the City of New York 2004 — 2008
BA, Political Science
Allscripts June 2012 - Present
Neuberger Berman January 2012 - March 2012
New York City Department of Education January 2010 - July 2011
Mathematics & Science Partnership in New York, N.Y January 2005 - July 2008
Skills
Laptops, Printers, Troubleshooting, Network Administration, Windows XP, Software Installation, Antivirus, Windows Vista, XP, Technical Support, Computer Hardware, Active Directory, Microsoft Certified..., Information Technology, Training, Windows 7, Software Documentation, Computer Repair, A+ Certified, Networking, CompTIA A
Education
Per Scholas 2011 — 2011
IT
City University of New York-Herbert H. Lehman College 2009 — 2010
Bachelors of Science, Computer Science
Bronx Community College 2004 — 2008
Associates of Science, Computer Science
Neuberger Berman June 2012 - Present
Prime, Buchholz & Associates December 2009 - June 2012
360 Huntington Fund October 2009 - December 2009
360 Huntington Fund August 2009 - October 2009
Wellington Management May 2008 - August 2009
360 Huntington Fund January 2008 - May 2008
Northeastern University - Finance Department September 2007 - May 2008
Northeastern University - Finance Department September 2007 - March 2008
Evalueserve August 2006 - August 2007
Skills
Risk Management, Asset Allocation, Financial Modeling, Valuation, Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Performance Attribution, GIPS Compliance, Equities, Fixed Income, Alternative Investments, Hedge Funds, Biotechnology, Genetic Engineering, recombinant DNA..., Business Strategy, Trading, Private Equity, Investment Management, Equity Valuation, Capital Markets, Finance, Securities, Quantitative Analytics
Education
CFA Institute 2013 — 2014
CFA Level 2 candidate
Global Association of Risk Professionals (GARP) 2013 — 2014
FRM Part 1 candidate
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA, Finance & Investments
Jamia Hamdard 2004 — 2006
MSc, Biotechnology
Amity Institute of Biotechnology 2001 — 2004
BSc, Biotechnology
Delhi Public School - R. K. Puram 1996 — 2000
Science
Aksia January 2014 - Present
Aksia April 2011 - January 2014
SAC Capital Advisors, LP June 2008 - March 2011
GFI Group June 2006 - June 2008
Neuberger Berman 2004 - 2005
Education
Cornell University 2002 — 2006
BSc, Policy Analysis and Management
The Peddie School 1998 — 2002
Diploma
Charles Schwab November 2010 - Present
R Capital Advisors October 2007 - October 2010
Coor Capital, LLC September 2006 - November 2007
Wedbush Morgan Securities January 2005 - September 2006
Smith Barney June 2002 - December 2004
Morgan Stanley March 2000 - June 2002
Merrill Lynch February 1998 - March 2000
Neuberger Berman February 1994 - February 1998
Skills
Strategic Planning, Portfolio Management, Alternative Assets, Venture Capital, Asset Managment, Hedge Funds, Investments, Alternative Investments, Equities, Business Development, Asset Management, Corporate Finance, Mutual Funds, Investment Management, Risk Management
Education
Skyline College 1990 — 1991
College of San Mateo 1988 — 1989
Finance & Marketing
Neuberger Berman September 2014 - Present
Neuberger Berman April 2013 - September 2014
skedge.me July 2011 - April 2013
AOL December 2008 - July 2011
Condé Nast August 2008 - December 2008
Lehman Brothers November 2003 - August 2008
Neuberger Berman 1997 - November 2003
Siebel/Mohr 1993 - 1995
Skills
User Experience, User Interface Design, Agile Methodologies, HTML 5, User Interface, Front-end, Web Applications, Mobile Applications, Interaction Design, CSS, jQuery, Web Development, Graphic Design, CMS, Information Architecture, Mobile Devices, JavaScript, Product Development, Software Development, Web Design, HTML5, Usability, AJAX, Mobile Design, User Experience Design, Illustrator, Adobe Creative Suite, Product Management, Wireframes, XHTML, User Interaction, Startup Development, Product Design, Management, Data Visualization, Onboarding
Education
Cornell University
Bachelor's Degree, Communications
Byrd Governance Advisory January 2015 - Present
TIAA-CREF April 2014 - December 2014
Office of the Treasurer, State of Connecticut February 2013 - April 2014
Laurel Hill Advisory Group September 2010 - November 2012
The Altman Group February 2009 - August 2010
BYRDGovernance March 2008 - February 2009
Moody’s Investors Service November 2003 - December 2007
New York City Comptroller’s Office - New York City Pension Funds June 1993 - November 2003
Georgeson Shareholder August 1991 - October 1992
Neuberger Berman 1989 - 1991
Skills
Investor Relations, Corporate Governance, Mergers, Strategic Planning, Research, Corporate Social..., Social Media, Business Strategy, Risk Management, Investments, Governance, Securities, Equities, Corporate Communications, Public Speaking, Analysis, Strategic Communications, Project Management, Media Relations, Capital Markets, Non-profits, Crisis Communications, Strategy, Leadership, Mergers & Acquisitions, Financial Services, Due Diligence, Financial Risk, Hedge Funds, Management Consulting, Corporate Finance, Nonprofits, Executive Management, Corporate Law, Portfolio Management, Asset Management, Private Equity, Management, Public Policy, Policy, Competitive Analysis, IPO, Emerging Markets, Rating, Policy Analysis, Investment Management, Persistence
Education
City University of New York-Hunter College 1978 — 1990
BA, Media Communications
Independent Wealth Advisory Group June 2005 - Present
Neuberger Berman 2001 - 2005
JPMorgan Chase 1970 - 2001
Education
City University of New York-Hunter College 1966 — 1970
B.A., Asian Studies
Mater Christi high school 1962 — 1966
Neuberger Berman 2014 - Present
Transamerica 2009 - 2014
Merrill Lynch 2005 - 2009
Citi 2002 - 2005
Paychex 1999 - 2002
Vestax Securities Corporation 1991 - 2002
Skills
Mutual Funds, Investments, Asset Managment, Separately Managed..., Alternative Investments, Tactical Asset..., Retirement Planning, Retirement Plan..., Wealth Management, Equities, Fixed Income, Series 7, Series 65, Series 6, Series 63, IRAs, Asset Management, 401k, Retirement, Fixed Annuities
Education
College for Financial Planning 2006 — 2006
CRPC®
Institute of Business & Finance (IBF) 2004 — 2004
CFS®
University of Central Missouri 1987 — 1991
Bachelor of Science in Business Administration
Neuberger Berman Inc. April 2009 - Present
Lehman Brothers January 2004 - November 2008
Neuberger Berman January 1985 - January 2004
Skills
Data Center, Integration
Education
City University of New York-College of Staten Island 1980 — 1983
A.A.S, Computer Sciences
New Dorp
New Dorp
New Dorp
Neuberger Berman June 2009 - Present
Sweat Sports October 2008 - June 2009
Lehman Brothers August 2006 - October 2008
IMS Health January 2007 - May 2007
MTA Long Island Rail Road July 2004 - September 2006
Fort Lee Board of Education May 2003 - September 2003
Skills
Web Development, Financial Systems, XML, Eclipse, Apache
Education
Columbia University in the City of New York 2009 — 2012
Master of Science (MS), Computer Science
New Jersey Institute of Technology 2003 — 2007
B.S., Computer Science
Rutgers, The State University of New Jersey-Newark 2003 — 2007
Minor, Economics
Bank of America April 2013 - Present
Neuberger Berman December 2010 - April 2013
Barclays Capital (acquired Lehman Brothers in 2008) September 2003 - December 2010
Lehman Brothers September 2003 - September 2008
JPMorgan Chase 1997 - 2003
Skills
Equities, Onboarding, Performance Management, Investment Banking, Risk Management, Talent Management, Organizational..., Recruiting, Human Resources, Outsourcing, Management, Vendor Management, IT Recruitment, Technical Recruiting, Program Management, Business Analysis, Fixed Income, Personnel Management, Interviews, Integration, Training, Finance, Financial Services, Strategy, Employee Engagement, Talent Acquisition
Education
Columbia University in the City of New York
Master of Arts, Organizational Psychology
New York Institute of Technology-Old Westbury
Bachelor of Arts, Interior Design
Neuberger Berman December 2011 - Present
SBIR Ventures November 2006 - December 2011
National Science Foundation January 2010 - November 2011
Larta Institute January 2009 - November 2011
Qube Learning May 2009 - March 2011
eHuman January 2007 - December 2008
Banc of America Securities January 1996 - April 2004
Montgomery Securities 1996 - 2004
Morgan Stanley 1993 - 1996
Lehman Brothers 1991 - 1993
Skills
Start-ups, Strategy, Venture Capital, Business Strategy, SaaS, Management, Entrepreneurship, Private Equity, Product Management, Enterprise Software, Analysis, Financial Modeling, Management Consulting, Process Improvement, Leadership, Financial Analysis, Executive Management, Business Development, Equities, Consulting, Mergers & Acquisitions, Portfolio Management, Investments, Strategic Partnerships, Corporate Development, Competitive Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance, Honors
Colgate University 1981 — 1985
MA, Economics
Loomis Chaffee 1978 — 1981
Terra 2013 - 2014
Barclays 2008 - 2013
Lehman Brothers 2008 - 2008
Neuberger Berman 2005 - 2008
Morgan Stanley 2003 - 2003
Ford Foundation 2001 - 2002
Skills
Investor Relations, Relationship Management, Strategic Communications, Business Development, Marketing, Strategy, Equity Research, Bloomberg, Portfolio Management, Financial Modeling, Competitive Analysis, Analysis, Project Management, Start-ups, Strategic Partnerships, Business Planning, Client Development, Equities, Investor Targeting, Management, Capital Markets, Hedge Funds, CRM
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)
State University of New York at Stony Brook
Bachelor of Arts
Neuberger Berman April 2014 - Present
UBS Wealth Management October 2010 - September 2013
Entrust Private Wealth Management August 2007 - September 2010
Police & Nurses Credit Society October 2006 - August 2007
GEOS Kids November 2005 - October 2006
Skills
Equities, Investments, Wealth Management, Financial Services, Portfolio Management, Fixed Income, Mutual Funds, Securities, Banking, Volunteering, Financial Markets
Education
Kaplan Professional 2007 — 2011
Graduate Diploma in Applied Finance
Curtin University 2000 — 2003
Bachelor of Commerce (B.Com.), Finance and E-Commerce
Neuberger Berman November 2014 - Present
Caledon Capital Management Inc. January 2012 - October 2014
Caledon Capital Management Inc. August 2009 - December 2011
Skills
Investments, Private Equity, Venture Capital, Financial Analysis, Emerging Markets, Equities, Financial Modeling, Investment Strategies, Capital Markets, Asset Management, Alternative Investments, Portfolio Management, Due Diligence, Bloomberg, LBO, Strategic Planning
Education
Dalhousie University 2005 — 2009
Bachelor of Management
Northern Secondary School 2001 — 2005
Neuberger Berman March 2013 - Present
Northern Trust 1997 - March 2013
Education
College for Financial Planning
Certified Financial Planner, Investment
Thomas Edison State College
Bachelor, Finance and Marketing
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst, Investment Management
Integre Advisors April 2008 - Present
Neuberger Berman June 2000 - April 2008
Ingalls & Snyder 1999 - 2000
The Industrial Bank of Japan 1993 - 1999
Bank of Montreal 1988 - 1993
Skills
Strategy, Investments, Equities, Private Equity, Alternative Investments, Hedge Funds, Equity Research, Financial Analysis, Asset Allocation, Investment Strategies, Investment Management, Venture Capital, Corporate Development, Start-ups, Mergers, Valuation, Asset Management, Risk Management, Entrepreneurship, Asset Managment, Financial Modeling, Management, Finance, Portfolio Management, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
Master of Business Administration (MBA), Finance, General
Colgate University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Bernstein Global Wealth Management September 2007 - Present
Neuberger Berman September 2006 - September 2007
Bear Stearns 1991 - 2006
Martin Simpson & Company 1986 - 1991
Tandem Computers 1979 - 1986
Skills
Wealth Management, Wealth Accumulation, Wealth Preservation..., Financial Advisory, Investment Advisory, Multi-generational..., Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 7
Education
Cornell University 1973 — 1977
BA, Theoretical Mathematics
Citi June 2006 - Present
Citi January 2004 - June 2006
Citi March 2001 - January 2004
Citi December 1994 - March 2001
Neuberger Berman May 1989 - December 1994
Donaldson, Lufkin & Jenrette June 1986 - May 1989
Lehman Brothers January 1981 - June 1986
Skills
Fixed Income, Trading, Equities, Series 7, Financial Analysis, Capital Markets, Banking, Finance, Equity Trading, Treasury, Securities
Education
CUNY York College 1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5
Southern Wine & Spirits of New York October 2012 - Present
Neuberger Berman 2000 - 2011
Education
City University of New York-Brooklyn College
Neuberger Berman July 2006 - Present
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Alternative Investments, Asset Managment, Equity Research, Equities, Global Macro, Bloomberg, Asset Management, Investment Strategies, Fixed Income, Capital Markets, Investment Management, Mutual Funds, Derivatives, Financial Markets, Series 7, Investments, Options
Education
Columbia Business School 1995 — 1997
MBA, Finance, Dean's List
Indian Institute of Technology, Delhi 1990 — 1995
B. Tech. & M. Tech, Biochemical Engineering and Biotechnology
St. Xavier School - Delhi
Neuberger Berman March 2014 - Present
Neuberger Berman July 2012 - March 2014
Northern Trust October 2010 - July 2012
NBC Universal 2009 - 2009
Education
Cornell University 2006 — 2010
Bachelor of Science, Operations Research and Information Engineering
7G Capital Management April 2010 - Present
RNK Capital LLC April 2008 - April 2009
Banc of America Securities February 2005 - March 2008
Neuberger Berman December 2002 - September 2004
Skills
Equities, Valuation, Fixed Income, Mutual Funds, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Hedge Funds, Investments, Management, Private Equity, Capital Markets, Alternative Investments, Bloomberg, Financial Analysis
Education
Columbia Business School 2011 — 2013
MBA
Lehigh University - College of Business and Economics 1997 — 2002
BS, Finance
Neuberger Berman July 2011 - Present
Sony Corporation of America May 2010 - August 2010
Trilantic Capital Partners (formerly Lehman Brothers Merchant Banking) July 2007 - June 2009
Lehman Brothers July 2005 - June 2007
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence, LBO, Mergers, Corporate Development, Investments, Business Strategy
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Science, Applied Economics and Management
Neuberger Berman May 2009 - Present
Lehman Brothers / Marketing 2007 - 2009
Neuberger Berman 1999 - 2003
Citibank June 1997 - September 1999
Coopers & Lybrand 1994 - 1997
Irving Trust Company 1981 - 1990
Bank of New York Mellon 1979 - 1981
Education
School of Visual Arts 1990 — 1992
NA, Graphic Design
New York Institute of Technology 1988 — 1989
NA, Communications
College of Saint Elizabeth 1971 — 1975
BA, English and Art
Duke Energy July 2009 - Present
Duke Energy August 2005 - Present
Bank of America 2003 - 2005
Neuberger Berman September 1999 - January 2003
Education
Clark Atlanta University 1993 — 1997
Ellwood Associates April 2015 - Present
Neuberger Berman December 2014 - April 2015
ING January 2013 - November 2014
Zarah International January 2007 - December 2012
Skills
Data Analysis, Management, Microsoft Office, PowerPoint, Finance, Budgets, Inventory Management, Vendor Management, Project Planning, Microsoft Excel, Equity Research, Portfolio Management, Equities, Financial Analysis, Customer Service, Capital Markets, Microsoft Word, Bloomberg Terminal, VBA, Portfolio Performance..., Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income Strategies, Investments
Education
DePaul University 2012 — 2014
Bachelor's degree, Finance, General
College of DuPage 2009 — 2012
Associate's degree
Neuberger Berman April 2015 - Present
MKP Capital Management, L.L.C. June 2014 - August 2014
Visible World September 2013 - April 2014
GF Securities July 2012 - August 2012
iJoin Social Innovation Consulting July 2011 - August 2011
Skills
Economics, Statistics, Data Analysis, Team Leadership, Leadership, Financial Analysis, Econometrics, Management Consulting, Entrepreneurship, Public Speaking, Analysis, Stata, Quantitative Finance, Matlab, Bloomberg, Asset Allocation, R, Python, VBA
Education
Columbia University in the City of New York 2013 — 2014
Master's Degree, Management Science and Engineering
Nankai University 2009 — 2013
Bachelor's Degree, Chemistry
Nankai University 2010 — 2013
Bachelor's Degree, Economics
The Affiliate High School of South China Normal University 2005 — 2009
TIAA-CREF January 2015 - Present
Belk Stores Services May 2010 - December 2014
ELC 2010 - 2013
Duke Power August 2005 - May 2010
Bank of America February 2003 - August 2005
Neuberger Berman September 1999 - February 2003
Skills
Employee Benefits, HRIS, Deferred Compensation, Benefits Administration, Performance Management, Employee Engagement, Recruiting, Payroll, Human Resources, Benefits Negotiation, Applicant Tracking..., College Recruiting, HR Policies, Organizational..., Technical Recruiting, Career Development, Teamwork, New Hire Orientations, Leadership, Organizational..., FMLA, Coaching, Personnel Management, Interviews, Labor Relations, Workers Compensation, Resume Writing, Leadership Development, Employee Training, Temporary Placement, HR Consulting, Workforce Planning, Hiring, Training, Organizational Design, Internet Recruiting, Employment Law, Sourcing, Taleo, Compensation & Benefit
Education
Clark Atlanta University 1993 — 1997
BA, Psychology
Hertz October 2013 - July 2015
Hertz May 2012 - September 2013
Brown Brothers Harriman October 2011 - March 2012
Neuberger Berman September 2010 - January 2011
TCR The Club of Riverdale May 2010 - September 2010
Skills
Excel, Access, Stata, PowerPoint, SQL, Oracle, R, Java, Macros, Pivot Tables, VBA, Vlookup, Statistics
Education
Columbia University - Columbia Business School 2015 — 2017
Vassar College 2007 — 2011
BA, Economics Correlate; Mathematics
PwC Consulting May 2009 - Present
PwC August 2008 - May 2009
Neuberger Berman August 2007 - August 2008
Lehman Brothers June 2005 - April 2007
Sullivan & Cromwell LLP April 2004 - June 2005
Hughes Hubbard & Reed LLP September 2002 - February 2004
Skills
Due Diligence, Management, Strategy, Financial Services, Project Management, Finance, Banking, Social Media, Mergers & Acquisitions, Private Equity, Analysis, Marketing, Capital Markets, Mergers, Budgets, Asset Management, Spanish, CRM, Hedge Funds
Education
Cornell University 1998 — 2002
Bachelor of Arts, Anthropology, Spanish Literature
NW Studio
Freelance Model November 2010 - Present
Numis Securities April 2012 - February 2013
FTSE July 2011 - April 2012
Neuberger Berman June 2007 - June 2011
Lehman Brothers Holdings Inc. April 2006 - June 2007
Skills
Notary Public, Travel Arrangements, Data Entry, Real Estate, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, SAP ERP, Meeting Planning, Minutes, Event Planning, Supervising, Project Coordination, Coordinating Events, Client Liaison, Corporate Relocation, International..., Roadshows, Contract Negotiation, Executive..., Appointment Scheduling, Administrative..., Time Management, Modeling, Fashion Shows, Public Speaking, Spokesperson, Television, Project Management, Makeup Artistry, Events Organisation, Video Production, Talk Show, Promotional Model, Social Networking, Office Management, Administrative..., Blogging, Microsoft Office, Management, Customer Service
Education
Walden University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CUNY Medgar Evers College 2007 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Morgan Stanley Investment Management February 2015 - Present
Neuberger Berman January 2014 - February 2015
College of the Holy Cross Investment Office January 2013 - May 2013
Thesis Fund Management May 2012 - July 2012
Washington International Business Council January 2012 - April 2012
Itron June 2011 - August 2011
Skills
Financial Modeling, Investments, Research, Financial Analysis, Finance, Bloomberg, Microsoft Office, Economics, Equities, Portfolio Management, Microsoft Excel, Bloomberg Terminal, Credit Analysis, Econometrics, PowerPoint, Microsoft Word, Commercial Lending, Statistics, Statistical Data..., Forecasting, Commercial Banking, Mutual Funds, Asset Management, Series 6, Series 63, Series 7
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics
Investment Banking Institute, Washington D.C. 2012 — 2012
Finance
Fairfield Ludlowe High School 2005 — 2009
Neuberger Berman May 2015 - August 2015
Neuberger Berman June 2014 - August 2014
Neuberger Berman June 2013 - August 2013
Temin and Company January 2013 - January 2013
Alvarez & Marsal May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Budgets, Python, Customer Service, Windows, Research, Bloomberg, Java, Visual Basic, Alternative Investments, Algorithms, Microsoft Office
Education
Claremont McKenna College 2013 — 2016
Bachelor of Arts (BA), Economics/Computer Science
Swarthmore College 2011 — 2013
Economics/Computer Science
Neuberger Berman June 2013 - Present
Susquehanna International Group, LLP (SIG) August 2012 - May 2013
Columbia Bartending Agency August 2009 - February 2012
Novantas May 2011 - August 2011
Odysseus Mobile Computing December 2009 - October 2010
Education
Columbia Engineering 2008 — 2012
BS, Operations Research: FInancial Engineering, Cum Laude
Dyal Capital Partners at Neuberger Berman April 2015 - Present
Fordham University - Graduate School of Business Administration August 2013 - May 2015
Neuberger Berman June 2014 - August 2014
Fortress Investment Group March 2014 - June 2014
Ernst & Young October 2011 - August 2013
Ernst & Young September 2009 - October 2011
Deutsche Bank 2007 - 2007
Skills
Valuation, Hedge Funds, Accounting, Asset Management, Financial Accounting, Microsoft Office, Microsoft Excel, Financial Modeling, Financial Analysis, Equities
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
MBA, Advanced Applied Corporate Finance
College of the Holy Cross 2005 — 2009
B.A., Economics/Accounting, German
Regis High School 2001 — 2005
Neuberger Berman September 2013 - Present
Education
Indiana University Bloomington 2001 — 2003
Master's degree
City University of New York-Herbert H. Lehman College 1998 — 2001
Bachelor's degree
Instituto Humberto Di Paolis-Argentina 1992 — 1997
High school
Neuberger Berman July 2014 - Present
Per Scholas Technical Institute May 2014 - July 2014
Per Scholas Technical Institute January 2014 - May 2014
Easton Capital Investment Group August 2012 - December 2013
Lazard Asset Management June 2012 - August 2012
Union Square Hospitality Group March 2012 - May 2012
Hearst Magazines July 2011 - December 2011
Skills
CompTIA A+ Certification, Customer Service, Troubleshooting, Mobility Management, Windows 7, Windows XP Pro, Management, Administration, Social Networking, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Spanish, Executive..., Accounts Payable, Data Entry, Event Management, Fundraising
Education
City University of New York-Hunter College
Bachelor of Arts (BA), Psychology
Per Scholas Technical Institute
Neuberger Berman July 2015 - Present
Neuberger Berman June 2014 - August 2014
Champion Cutting Tool Corp. May 2013 - August 2013
Champion Cutting Tool Corp. May 2012 - August 2012
Skills
Teamwork, Customer Service, Research, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Marketing Strategy, Financial Analysis, Financial Modeling
Education
Cornell University 2011 — 2015
Bachelor’s Degree, Applied Economics and Management
Roslyn High School 2007 — 2011
Deutsche Bank September 2014 - Present
Neuberger Berman September 2010 - August 2014
Lord Abbett September 2004 - June 2008
Skills
Derivatives, Due Diligence, Emerging Markets, Management, Trading, Asset Allocation, Bonds, Financial Services, Series 63, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Master of Business Administration (M.B.A.)
Tulane University 2000 — 2004
Bachelor's Degree
Neuberger Berman
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.)
University of Pennsylvania 1992 — 1996
Bachelor’s Degree
Och-Ziff Capital Management June 2015 - Present
Pine Brook Road Partners August 2009 - June 2015
Credit Suisse, Customized Fund Investment Group April 2009 - January 2010
Neuberger Berman August 2008 - February 2009
Lehman Brothers July 2008 - February 2009
ABN AMRO June 2003 - June 2006
Merrill Lynch July 2000 - June 2003
Skills
Private Equity, Investments, Investor Relations, Investment Banking, Business Development, Capital Markets, Finance, Fixed Income, Venture Capital, Management, Strategy, Due Diligence, Bonds, Alternative Investments, Mutual Funds, Corporate Development, Valuation, Emerging Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Marketing, Management & Organizations
Cornell University 1996 — 2000
B.S., Applied Economics & Business Management
Ramapo high 1992 — 1996
BNYMellon Asset Management October 1994 - Present
Neuberger Berman August 1993 - October 1994
T. Rowe Price January 1990 - August 1993
Skills
Fixed Income, Bloomberg, Portfolio Management, Asset Management, Mutual Funds, Investments, Bonds, Securities, Trading, Financial Markets, Asset Allocation, Chartered Financial..., Municipal Bonds, Investment Strategies
Education
Clarkson University 1984 — 1985
Master of Business Administration (M.B.A.), Finance, General
Saint Michael's College 1980 — 1984
Bachelor's degree, Business Administration and Management, General
Patriot National Insurance Group March 2014 - Present
Tembow September 2012 - Present
Deutsche Bank November 2008 - April 2012
Lehman Brothers June 2006 - November 2008
SM Capital Management February 2003 - July 2004
Neuberger Berman August 2000 - January 2003
Skills
SQL, Capital Markets, Fixed Income, Equities, Java, Interest Rate..., Trading Systems, Private Equity, Ruby on Rails, Web Development, Derivatives, Electronic Trading, Investment Banking
Education
University of Pennsylvania 2004 — 2005
MCIT, Computer Science
Dartmouth College 1995 — 1999
BA, Psychology
Neuberger Berman May 2015 - Present
J.P. Morgan November 2011 - May 2015
Fidelity Investments April 2009 - October 2010
Fidelity Investments December 2007 - April 2009
Fidelity Investments August 2006 - December 2007
Skills
Series 7, Retirement, 401k, Strategy, Leadership, Sales, Financial Services, Investments, Retirement Planning, Series 63, Mutual Funds, Management, Defined Contribution, FINRA, Asset Allocation, Wealth Management, Series 6, Finance, Risk Management
Education
College of the Holy Cross 1991 — 1995
Bachelors, Economics
Neuberger Berman June 2009 - Present
Silver Point Capital July 2006 - February 2009
Morgan Stanley November 2005 - July 2006
Amaranth June 2003 - November 2005
Amaranth Advisors 2003 - 2005
Barclays Capital December 2001 - June 2003
Measurisk LLC December 2000 - November 2001
Sanford Bernstein September 2000 - December 2000
Lehman Brothers June 1999 - September 2000
The Chase Manhattan Bank June 1998 - June 1999
Skills
Databases, Data Warehousing, Microsoft SQL Server, VMware, Windows Server, Database Administration, Sybase, Performance Tuning, System Administration, Software Documentation, Troubleshooting, Management, Data Migration, SQL Tuning, Start-ups, Hedge Funds, Trading Systems, IT Management, Database Design, Solaris, Linux, SDLC, System Architecture, Disaster Recovery, DB2
Education
Columbia University - School of International and Public Affairs 1983 — 1985
MA, Economic & Political Development, African Studies
University of Southern California 1976 — 1980
BA, Mathematics
Aptos High School 1972 — 1976
Neuberger Berman April 2014 - Present
Morgan Stanley October 2010 - March 2014
Merrill Lynch July 1998 - October 2010
Skills
Pensions, Hedge Funds, Fixed Income, Private Equity, Series 7, Capital Markets, Portfolio Management, Financial Modeling, Alternative Investments, Investments, Asset Allocation, Asset Management, Valuation, Derivatives, Credit Derivatives, Securities, Bonds, Equities, Market Risk, Investment Banking, Investment Strategies, Bloomberg, Structured Products, Equity Derivatives, Options, Emerging Markets, Trading, Banking
Education
University of Chicago Graduate School of Business 1995 — 1998
MBA, Analytic Finance and International Business
Dartmouth College 1986 — 1990
BA, Economics and Asian Studies
Phillips Exeter Academy 1982 — 1986
High School
J.P. Morgan March 2013 - Present
BNY Mellon Alternative Investment Services April 2009 - March 2011
BNY Mellon December 2007 - March 2009
Neuberger Berman March 2005 - September 2005
Goldman Sachs May 2004 - October 2004
Coudert Brothers October 2002 - October 2003
Allen & Overy July 2000 - August 2001
Office of Senator Charles E. Schumer 1999 - 1999
Office of Geroge Stephanopoulos 1998 - 1999
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Due Diligence, Financial Services, Emerging Markets, Spanish, Research, Finance, Global Custody, French, Contract Negotiation, Arabic, Tax, Translation, Social Media Marketing, Relationship Management, Portfolio Management, Fixed Income, Equities, Compliance, Private Equity, Real Estate Transactions, Risk Management
Education
School of Oriental and African Studies, U. of London 2006 — 2007
Diploma, Communicative Arabic
School of Oriental and African Studies, U. of London 2005 — 2006
MA, Near and Middle East Studies
Columbia University in the City of New York 1997 — 2002
BA, Middle East & Asian Languages & Cultures
SOL Capital Management Company June 2010 - Present
Neuberger Berman 2005 - 2010
Strategic Investment Group April 2000 - June 2003
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
The London School of Economics and Political Science (LSE) 1998 — 1999
MSc, Economic History
University of California, Berkeley 1994 — 1998
BA, Economics
Neuberger Berman September 2006 - Present
Lehman Brothers August 2004 - September 2006
Lehman Brothers July 2003 - August 2003
Vignette Corp. (formerly Epicentric) November 1999 - June 2002
SG Cowen July 1998 - November 1999
Skills
Supermarkets, Agribusiness, Restaurants, Hotels, Drug Stores, Equity Research, Equities, Investments, Investment Management, Financial Modeling, Private Equity, Valuation, Portfolio Management, Due Diligence, Venture Capital, Corporate Finance, Financial Analysis, Hedge Funds, Investment Banking, Mergers, Capital Markets, Strategy, Asset Management, Bloomberg, Management, Finance, Securities, Trading, Series 7, Fixed Income, Leadership
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Business
Haverford College 1993 — 1997
BS, Molecular Biology
Goldman Sachs Asset Management September 2010 - Present
Neuberger Berman August 2008 - August 2010
Lehman Brothers May 2007 - August 2007
Banc of America Securities 2003 - 2006
Skills
Alternative Investments, Private Placements, Capital Markets, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 1999 — 2003
BA, English, Economics
J.P. Morgan August 2014 - April 2015
Fidelity Investments October 2012 - July 2014
Neuberger Berman October 2005 - January 2010
Pershing LLC, Bank of New York December 2000 - October 2005
Skills
Portfolio Management, Analysis, Performance Attribution, Investment Banking, Management, Microsoft Excel, Training
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
M.B.A, Finance and Insurance
Hofstra University 1996 — 1999
B.B.A., Finance and Banking
The Atlantic Philanthropies January 2012 - Present
The Atlantic Philanthropies September 2008 - December 2011
FGIC October 1993 - September 2008
Neuberger Berman June 1979 - December 1990
Skills
ADP ReportSmith, Employee Relations, ADP Payroll, Open Enrollment, Benefits Administration, HRIS, Customer Service, Presentations, Onboarding, Ceridian, HRIS Database Management, Workday, Recruiting, COBRA, Deferred Compensation, Outlook, Human Resources, Employee Engagement, Succession Planning, Payroll, SPHR, Garnishments, FMLA, Employee Benefits, 401k, Organizational..., Paychex, Policy, ADP HRB, Leadership Development, Employee Handbooks, Compensation & Benefit, Talent Management, Benefits Management, Performance Management, Salary
Education
City University of New York-Brooklyn College 1976 — 1980
Neuberger Berman 2008 - Present
Morgan Stanley 2004 - 2008
State Street June 2001 - December 2004
Deloitte Consulting April 2000 - May 2001
Citigroup 1994 - 2000
Skills
Risk Management, Investment Banking, Financial Risk, Fixed Income, Hedge Funds, Alternative Investments, Equities, Bloomberg, Derivatives, Asset Managment, Capital Markets, Portfolio Management, Investment Management
Education
Columbia University in the City of New York
PhD
University of Virginia Darden School of Business
MBA, Finance
Chapdelaine & Co. December 2009 - Present
Babson Capital Management 2001 - 2005
Neuberger Berman 1995 - 1999
Skills
Fixed Income, Capital Markets, Bloomberg, Equities, Hedge Funds, Investments, Asset Management, Portfolio Management, Securities, Derivatives
Education
Hofstra University 1999 — 2001
MBA, Finance
Clarkson University 1989 — 1994
Neuberger Berman April 2012 - Present
CLSA April 2010 - April 2012
Pali Capital July 2008 - April 2010
Jefferies & Company November 2004 - April 2008
Schwab Soundview Capital Markets January 2000 - November 2004
Schroders 1993 - 2000
Skills
Investments, Securities, Series 63, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Cornell University 1979 — 1983
Bachelor of Arts, American Studies
Phillips Academy, Andover 1976 — 1979
Neuberger Berman
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Capital Markets, Equity Research, Equities
Education
University of Pennsylvania - The Wharton School 1990 — 1993
University of Pennsylvania 1989 — 1993
Columbia University - Columbia Business School
Deloitte August 2014 - Present
Columbia Business School August 2012 - May 2014
Deloitte May 2013 - August 2013
Citi January 2011 - August 2012
Citi July 2009 - December 2010
Cornell Univeristy August 2007 - May 2009
Citi June 2008 - August 2008
Neuberger Berman June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Essbase, Forecasting, Analysis, Financial Accounting, Financial Modeling, Investments, Financial Analysis, Data Analysis, Project Planning, Finance, Valuation, Corporate Finance, Leadership, Business Analysis, Microsoft Office, Access, Microsoft Word, Risk Management, Market Research, Business Strategy, Analytics, Management, Social Media, Economics, Bloomberg, Strategy
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Strategy, Finance, Operations
Cornell University 2005 — 2009
Bachelor of Science, Industrial & Labor Relations
Muzinich & Co January 2015 - Present
JAE Credit Management LP April 2012 - October 2014
Neuberger Berman November 2009 - April 2012
Sumitomo Mitsui Banking Corporation August 2006 - November 2009
Skills
Hedge Funds, Capital Markets, Securities, Equities, Fixed Income, Alternative Investments, Asset Management, Series 7, Mutual Funds, Derivatives, Investments, Financial Services, Bloomberg, Financial Analysis, Investment Advisory, Series 63, Financial Risk, Risk Management, Due Diligence, AML
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of California, Santa Barbara 2002 — 2006
B.A., Business Economics with an emphasis in Accounting
UC Education Abroad Program, Siena, Italy 2005 — 2005
Language & Culture
Neuberger Berman 2008 - Present
Lehman Brothers September 2004 - December 2008
Deutsche Bank June 1994 - August 2004
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Business
University of Pennsylvania 1990 — 1994
BS, Economics
University of Pennsylvania - The Wharton School 1990 — 1994
Neuberger Berman July 2014 - Present
Morrison & Foerster LLP November 2013 - July 2014
Stroock & Stroock & Lavan LLP October 2006 - October 2013
Skills
Securities Regulation, Corporate Law, Corporate Governance, Legal Writing, Joint Ventures, Securities, Private Equity, Mergers & Acquisitions, Litigation, Alternative Investments, Hedge Funds
Education
Columbia University School of Law 2003 — 2006
Doctor of Law (JD)
UCLA 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Seix Advisors March 2014 - Present
J.P. Morgan November 2010 - March 2014
Goldman Sachs December 2003 - November 2010
Neuberger Berman August 2002 - December 2003
Skills
Investment Banking, Hedge Funds, Capital Markets, Valuation, Financial Modeling, Private Equity, Fixed Income, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Asset Management, Portfolio Management, Derivatives
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
London Business School 2007 — 2009
EMBA
Emory University 1998 — 2002
Bachelor of Business Administration (BBA)
Emerald Creek Capital May 2009 - Present
Neuberger Berman December 2001 - May 2009
Skills
Securities Lending, FX Options, Credit, Alternative Investments, Hedge Funds, Financial Modeling, Private Equity, Asset Managment, Equities, Investments, Capital Markets, Valuation, Fixed Income, Portfolio Management, Real Estate Economics, Asset Management, Due Diligence, Corporate Finance, Securities, Financial Analysis, Financial Structuring, Mergers & Acquisitions, Investment Management
Education
Columbia University - Columbia Business School 2003 — 2005
Master of Business Administration (MBA)
Georgetown University 1994 — 1997
BA, Economics
Barclays 2009 - Present
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - 2008
Neuberger Berman September 1998 - January 2003
Citibank January 1996 - September 1998
Skills
Business Analysis, Disaster Recovery, Enterprise Architecture, Electronic Trading, Fixed Income, Information Technology, Leadership, Management, Market Data, Prime Brokerage, SDLC, Technical Support, Trading Systems, Vendor Management, Data Center, Integration, IT Strategy, Risk Management, IT Management, Investment Banking, Project Planning, Software Implementation..., Information Security, Enterprise Software, Project Management, Business Communications, Communication, Equities, ITIL, IT Service Management, Strategy, Change Management, Financial Services, Service Delivery, Business Process..., Team Leadership, Asset Management, Analysis, Infrastructure, Business Continuity, IT Operations, Requirements Analysis, Governance, Executive Management, Outsourcing
Education
City University of New York-College of Staten Island
Neuberger Berman January 2000 - Present
Skills
Financial Modeling, Public Speaking, Mergers & Acquisitions, Valuation, Investments, Strategic Planning, Corporate Finance, Financial Analysis, Management, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 1968 — 1970
MBA, Finance
Dartmouth College 1963 — 1967
Bachelor of Arts (BA)
MUFG in the Americas September 2015 - Present
Neuberger Berman May 2009 - September 2015
Lehman Brothers November 2004 - April 2009
Neuberger Berman April 2001 - October 2004
Dreyfus February 1998 - April 2001
Viacom Outdoor March 1997 - February 1998
Skills
SQL, SDLC, Databases, Microsoft SQL Server, Software Development, T-SQL, Business Analysis, ASP.NET, Sybase, Requirements Analysis, Architecture, Agile Methodologies, .NET, WCF, Data Analysis, Crystal Reports, Web Applications, Database Design, Software Project..., Architectures, Application Development, C#, HTML, JavaScript, Visual Studio, AJAX, Documentation, Web Services, Team Leadership, CSS, SOA, Data Modeling, DHTML, ASP.NET AJAX, Requirements Gathering, Solution Architecture, jQuery, Scrum, Data Warehousing, Visio, Enterprise Architecture
Education
City University of New York-Brooklyn College 1989 — 1994
BS, Accounting
Streamline Partners April 2014 - Present
Neuberger Berman September 1998 - March 2014
Neuberger Berman April 2000 - April 2006
Neuberger Berman 1998 - 2000
Jackson 1997 - 1998
PIMCO 1996 - 1997
Skills
Series 7, Series 63, Series 6, Series 65, Defined Contribution, Relationship Management, Key Account Management, New Business Development, Strategy, Distribution Strategies, Defined Benefit, Retirement, Financial Services, Mutual Funds, Alternative Investments, 401k, Strategic Partnerships, Retirement Planning, Insurance, Investments, Asset Management
Education
Clemson University 1989 — 1993
BS
Wilton HS 1986 — 1989
Allianz Global Investors July 2014 - Present
Allianz Global Investors March 2011 - June 2014
Neuberger Berman January 2009 - March 2011
Neuberger Berman June 2001 - December 2008
American Skandia 1999 - 2001
Education
Curry College 1988 — 1992
BA, Business Management
Tyson Foods May 2014 - Present
Neuberger Berman July 2013 - July 2014
The Andersons, Inc. April 2012 - July 2013
Cardinal Health May 2010 - March 2012
Bristol-Myers Squibb June 2009 - April 2010
Procter & Gamble November 2008 - May 2009
The Walt Disney Company May 2008 - November 2008
Allstate December 2007 - April 2008
Tesoro March 2007 - July 2007
BP January 2007 - March 2007
Skills
Enterprise Portals, SAP ERP, SAP HR, WebDynpro, SAP Portal, CRM, SAP R/3, Portals, SAP Netweaver, ABAP, SAP, BAPI, Consulting, Java Enterprise Edition, SAP Implementation, Adobe LiveCycle Designer, Business Intelligence, Integration, Java, RFC, ERP, Project Management, Solution Architecture
Education
Colorado Technical University
Master's Degree, Information Technology
Vignana Jyoti Institute of Management 1997 — 1999
MBA, Management Information Systems/Human Resource Management
Osmania University 1996 — 1999
BSC, Maths, physics, chemistry
Neuberger Berman August 2010 - Present
JPMorgan Chase April 2003 - January 2005
Education
City University of New York-Brooklyn College 1994 — 1999
Credit Suisse March 2007 - Present
Neuberger Berman April 2003 - November 2006
UBS January 2002 - April 2003
Education
Columbia University in the City of New York 1992 — 1996
B.S., School of Engineering and Applied Sciences
The Lawrenceville School 1987 — 1992
Washington Latin Public Charter School July 2012 - Present
Washington Latin Public Charter School August 2009 - September 2012
Girl Scouts Troop 6600 2009 - 2011
Hope Community Public Charter School 2008 - 2009
Neuberger Berman 1997 - 2006
RR Donnelley 1996 - 1998
Education
Clark Atlanta University 1991 — 1995
Berkeley College (Business School) 1985 — 1987
Diploma, Information Processing
Neuberger Berman December 2008 - Present
Lehman Brothers 2005 - 2008
Education
Cornell University 2000 — 2004
B.S., Applied Economics and Management
Franklin Templeton Investments February 2013 - Present
HudsonView Capital Management February 2011 - December 2012
FBN Securities February 2009 - February 2011
Neuberger Berman January 2002 - May 2008
LibertyView Capital Management 1994 - 2008
Ernst & Young 1992 - 1993
Andersen Consulting January 1990 - March 1992
Skills
Hedge Funds, Equities, Mergers & Acquisitions, Trading, Bloomberg, Portfolio Management, Investments, Equity Research, Wealth Management, Options, Mutual Funds, ETFs
Education
Columbia University - Columbia Business School 1993 — 1995
M.B.A.
University of Pennsylvania 1986 — 1989
Bachelor of Arts (B.A.)
Wharton School, University of Pennsylvania 1986 — 1989
Bachelor of Science (B.S.)
Belmont Hill School 1982 — 1986
Neuberger Berman May 2009 - Present
Platinum Capital July 2006 - January 2009
Mercer September 2005 - July 2006
Skills
Series 63, Financial Analysis, Equities, Series 7, Financial Modeling, VBA, Due Diligence, Capital Markets, Microsoft Excel, Analysis, Project Management, Forecasting, Technology, Strategy, Management, Finance, Financial Reporting, Tax, Data Analysis, Accounting, Trading, Options, Valuation, Alternative Investments
Education
Cornell University 2000 — 2005
Bachelors Degree, Materials Science & Engineering
Neuberger Berman October 2005 - Present
Lazard Asset Management December 2003 - October 2005
Bank of New York Mellon September 2000 - November 2003
Education
City University of New York-College of Staten Island 1996 — 2000
BS, Management
NBA Entertainment September 2006 - Present
Neuberger Berman 2005 - 2006
First Investors Corporation 2003 - 2005
Education
Colgate University 1999 — 2003
BA, Economics
Neuberger Berman January 2010 - Present
Barclays Capital September 2008 - December 2010
Lehman Brothers 1997 - 2008
Education
City University of New York City College 1991 — 1995
BEE, Electrical Engineer
Neuberger Berman 2008 - Present
Lehman Brothers 2003 - 2008
Lehman Brothers 1997 - 2003
Loan Pricing Corporation 1994 - 1995
Ernst & Young 1992 - 1994
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Cornell University 1988 — 1992
BS, Operations Research & Engineering
Stuyvesant High School 1984 — 1988
HS
Nomura Securities June 2012 - Present
Citi September 2010 - October 2012
Barclays Capital September 2008 - September 2010
Lehman Brothers November 2004 - September 2008
Neuberger Berman July 1995 - November 2004
American Stock Exchange October 1992 - July 1995
Education
City University of New York-College of Staten Island 1988 — 1992
BS, Computer Science
Bank of Tokyo-Mitsubishi UFJ January 2014 - Present
Barclays Wealth March 2010 - December 2013
Barclays Wealth March 2009 - March 2010
Barclays Capital and Lehman Brothers June 2003 - March 2009
Lehman Brothers June 2001 - June 2003
Neuberger Berman March 1999 - June 2001
Bankers Trust May 1998 - February 1999
Dreyfus June 1993 - May 1998
Smith Barney November 1986 - June 1993
Manufacturers Hanover Trust April 1984 - November 1986
Skills
Oracle, MS SQLServer, DB2 UDB, Sybase, Agile Methodologies, Informatica MDM, ER/Studio Data Architect, Erwin, Sparcs Enterprise..., DBArtisan, Altova XMLSpy, PL SQL, Transact SQL, UNIX Korn Shell, Apache Subversion
Education
New York University 1981 — 1982
Diploma in Computer Technology
City University of New York-Brooklyn College 1974 — 1980
Bachelors of Science
Douglas C. Lane & Associates, Inc. January 2010 - Present
Neuberger Berman May 2006 - October 2008
Fidelity Investments November 2004 - May 2006
Charles Schwab June 1999 - December 2003
Skills
Investment Advisory, Asset Allocation, Wealth Management, Investment Management, Securities, Alternative Investments, Business Development, Portfolio Management
Education
Coastal Carolina University 1991 — 1995
BA, Political Science and Government
Neuberger Berman September 2008 - Present
Lehman Brothers October 2005 - September 2008
Lazard Asset Management November 2003 - October 2005
Bank of New York Mellon September 2000 - November 2003
Skills
Asset Management, Mutual Funds, Financial Analysis, Corporate Finance
Education
City University of New York-College of Staten Island 1996 — 2000
BS, Business Management
Jane Street Capital February 2014 - Present
Neuberger Berman June 2008 - February 2014
Barclays Capital April 2008 - June 2008
Lehman Brothers January 2007 - April 2008
Skills
Linux, Disaster Recovery, Active Directory, Red Hat Linux, Security, Fixed Income, Integration, Trading Systems, Technical Support, Middle Office, Enterprise Architecture
Education
CUNY New York City College of Technology 2003 — 2008
Bachelor of Applied Science (BASc)
Whitebox Advisors LLC May 2014 - Present
Whitebox Advisors LLC October 2013 - May 2014
Finisterre Capital January 2008 - August 2013
Van Eck Global November 2004 - July 2006
PanAgora Asset Management May 2000 - October 2004
Neuberger Berman June 1994 - May 2000
Morgan Stanley September 1989 - August 1992
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Asset Management, Asset Managment, Mutual Funds, Portfolio Management, Bonds, Investment Management, Investment Strategies, Equities, Fund Of Funds, Investments, Series 63, Securities, Series 7
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance & Management of Organizations
Wesleyan University 1986 — 1989
BA, Government
Neuberger Berman March 2007 - Present
Neuberger Berman March 2007 - Present
Lehman Brothers May 1989 - September 2008
Education
Columbia Engineering 1984 — 1988
B.S., INDUSTRIAL ENGINEERING
Neuberger Berman June 2006 - Present
Citi Smith Barney June 2005 - June 2006
Citi Smith Barney August 2002 - June 2005
Skills
Marketing, Public Relations, Product Management, Asset Management, Mutual Funds, Advertising
Education
Cornell University 1998 — 2002
Bachelor of Science, Economics and Management
Iguana Healthcare Partners, LP 2012 - Present
Citadel Investment Group 2010 - 2012
UBS Investment Bank 2007 - 2008
Merlin Biomed LLC 2004 - 2007
Neuberger Berman 2000 - 2004
Skills
Proprietary Trading, Equities, Mutual Funds, Fixed Income, Equity Research, Securities, Investment Management, Bloomberg, Asset Allocation, Investment Strategies, Series 7, Equity Trading
Education
Columbia University College of Physicians and Surgeons
M.D.
University of Michigan, Ann Arbor
BS, Biology
VIZ Media August 2014 - Present
Hachette Book Group December 2013 - Present
UDON Entertainment June 2014 - Present
Universally Speaking May 2014 - Present
Japanese Media Outlet (Company name withheld by request) November 2013 - Present
Nakaniida Middle School August 2011 - July 2013
Neuberger Berman June 2009 - August 2009
Skills
Japanese, Teaching, Tutoring, Editing, Research, Lesson Planning, Curriculum Design, Translation, Teaching English as a..., International Relations, Intercultural..., Foreign Languages, English, Proofreading, Blogging, Microsoft Office, Social Media, ESL
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (BA), Economics mod Math
Kanda University of International Studies 2008 — 2008
Barclays Investment Bank April 2013 - Present
Virtusa Corporation January 2012 - December 2013
JPMorgan Chase March 2011 - December 2011
Citi Group March 2007 - October 2010
Neuberger Berman October 2004 - February 2007
Deutsche Asset Management 2000 - October 2005
Skills
Fixed Income, Portfolio Management, Hedge Funds, Equities, Alternative Investments, Asset Managment, Bloomberg, Derivatives, Capital Markets, Mutual Funds, Investments, Series 7, Investment Banking, Securities, Trading, Private Equity, Asset Allocation, Series 63, Investment Management, Financial Analysis, Wealth Management, Project Management, Business Analysis, Series 6, Banking, Bonds, Asset Management, Risk Management
Education
Long Island University, Brooklyn Campus 1990 — 1992
MBA, Finance
City University of New York-Hunter College 1974 — 1979
BA, Finance
Neuberger Berman September 1998 - Present
AllianceBernstein 1994 - 1998
Neuberger Berman 1988 - 1994
Skills
Equities, Investments, Portfolio Management, Asset Management
Education
Harvard University 1986 — 1988
MBA, General Management
Connecticut College 1979 — 1983
Bachelor of Arts (BA), Physics/Economics
Columbia Business School January 2013 - Present
Kiron Advisors April 2006 - Present
Perennial Investors December 2003 - April 2006
Hummingbird Value Funds January 2003 - December 2003
Neuberger Berman May 2001 - April 2002
Sanford C. Bernstein December 1996 - May 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance, General
Tulane University - A.B. Freeman School of Business 1992 — 1996
BSM, Finance, General
Virtua Health September 2000 - Present
Campbell Soup Company January 1994 - March 1996
Neuberger Berman March 1989 - June 1993
Skills
Microsoft Office, PowerPoint, Office Management, Microsoft Word, Data Entry, Microsoft Excel, Event Planning, Outlook, Social Media, Social Networking, Editing, Customer Service, Administration, Healthcare, Nonprofits
Education
City University of New York-Hunter College 1980 — 1982
Business Administration and Management, General
Neuberger Berman 2009 - Present
Davis Polk & Wardwell 2007 - 2009
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2005 - August 2007
Accenture 1999 - 2002
Education
Cornell Law School 2002 — 2005
J.D.
Princeton University 1995 — 1999
A.B., Politics
Bed Stuy's Project Re-Generation, Inc. March 2009 - July 2010
Neuberger Berman May 2007 - September 2007
Lehman Brothers May 2006 - August 2006
Education
Dickinson College 2004 — 2007
City University of New York-Brooklyn College
Bachelor of Science
Fidelity Investments March 2013 - Present
AllianceBernstein June 2010 - February 2013
Neuberger Berman October 2006 - June 2010
Merrill Lynch July 2006 - October 2006
California Institute of Technology 2004 - 2004
Skills
Equities, Investments, Quantitative Finance, Research, Hedge Funds, Global Macro, Quantitative Analytics, Fixed Income, Equity Research, Financial Modeling, Bloomberg
Education
Cornell University
BA, Physics, Mathematics
The University of Chicago
MS, Financial Mathematics
University of Chicago
MBA, Finance and Economics
Goldman Sachs April 2010 - Present
Neuberger Berman September 2008 - April 2010
Lehman Brothers July 2006 - September 2008
Education
Georgetown Public Policy Institute 2004 — 2006
MPP
Colby College 2000 — 2004
BA
Phillips Academy 1996 — 2000
Two Sigma Investments November 2012 - Present
Microsoft July 2010 - October 2012
Neuberger Berman June 2010 - July 2010
n/a September 2004 - December 2009
Binghamton University May 2009 - August 2009
Kaplan Test Prep and Admissions June 2007 - August 2008
Stevens Institute of Technology May 2008 - July 2008
Skills
C, Java, C#, Operating Systems, Software Development, Windows, Software Engineering, Matlab, C++
Education
Columbia University in the City of New York 2006 — 2010
B.S., Computer Engineering
Stuyvesant High School 2002 — 2006
Neuberger Berman November 1974 - Present
Skills
Hedge Funds, Fixed Income, Series 7, Investments
Education
Institue of Finance 1980 — 1984
Financial Accounting, Money Management, Fixed Income Management
Brooklyn College 1962 — 1964
Blythedale Children's Hospital 2012 - Present
North Shore University Hospital September 2011 - June 2012
Neuberger Berman November 2004 - May 2009
Skills
Nutritional Counseling, Nutrition Education, Healthcare, Microsoft Excel, Wellness Coaching, Microsoft Office, Public Speaking, Research, Health Education, Microsoft Word, PowerPoint, Nutrition
Education
City University of New York-Herbert H. Lehman College 2009 — 2012
Didactic Program in Dietetics, Nutrition
Brooklyn College 1998 — 2002
Bachelor of Science (B.S.), Business, Management and Finance
KKR 2012 - Present
Neuberger Berman 2008 - February 2012
Lehman Brothers 2005 - 2008
Thomson Financial 2004 - 2005
Skills
Alternative Investments, Asset Management, Capital Markets, Equities, Fixed Income, Hedge Funds, Private Equity, Relationship Management, Wealth Management
Education
Cornell University
B.S., Applied Economics and Management
OppenheimerFunds July 2011 - Present
Six Seasons Global Asset Management January 2007 - July 2011
Havell Capital Management LLC October 1996 - September 2006
Neuberger Berman November 1993 - August 1996
Banca di Roma July 1991 - November 1993
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, International Business
Salus Advisors January 2009 - Present
The New Jewish Home March 2011 - Present
Cobalt Capital August 2006 - April 2008
OppenheimerFunds December 1997 - June 2005
Neuberger Berman November 1994 - November 1997
UBS Global Asset Management July 1987 - October 1994
Skills
Mutual Funds, Hedge Funds, Equity Research, Bloomberg, Valuation, Investments, Capital Markets, Series 7, Equities, Asset Managment, Management, Financial Modeling, Portfolio Management, Alternative Investments, Private Equity, Mergers & Acquisitions, Asset Management, Venture Capital
Education
Columbia University Mailman School of Public Health 2012 — 2014
Master of Public Health (MPH), Health Policy and Management
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Yale University 1983 — 1987
BA, Economics
The London School of Economics and Political Science (LSE) 1985 — 1985
Politics and Economics
Cornell University September 2009 - May 2012
Neuberger Berman July 2011 - August 2011
Neuberger Berman June 2011 - July 2011
Skills
Hedge Funds, Valuation, Economics, Financial Modeling
Education
Cornell University
Bachelor of Science, Applied Economics and Management
Neuberger Berman April 2012 - Present
Morgan Stanley Smith Barney January 2011 - April 2012
Morgan Stanley Smith Barney February 2000 - April 2012
Morgan Stanley Smith Barney January 2010 - January 2011
Skills
Series 7, Wealth Management, Series 65, Series 63, Separately Managed..., Financial Advisory, Investment Advisory, Mutual Funds, Asset Allocation, Alternative Investments, ETFs, Series 24, Securities, Hedge Funds, FINRA
Education
College of the Holy Cross 1995 — 1999
BA, Economics & Accounting
Xavier High School 1991 — 1995
Neuberger Berman April 2014 - Present
Skills
Investment Banking, Capital Markets, Equities, Hedge Funds, Valuation, Fixed Income, Derivatives, Finance, Mergers & Acquisitions, Banking, Alternative Investments, Corporate Finance
Education
Cornell University 1984 — 1988
Bachelor of Arts (B.A.), Mathematics
MBO Partners October 2011 - Present
Booz Allen Hamilton April 2009 - July 2011
Neuberger Berman May 2006 - April 2009
New York City Transit December 2005 - April 2006
Credit Lyonnais December 2004 - November 2005
Kindred Partners July 2004 - November 2004
Electronic Arts June 2003 - May 2004
Skills
Workforce Planning, Business Process..., Business Analysis, Data Analysis, Analysis, Photoshop, Microsoft Excel, Microsoft Office, Human Capital, Consulting, Change Management, Employee Relations, Organizational Design, Performance Management, Personnel Management
Education
The Johns Hopkins University 2014 — 2015
Data Science Certification, Data Science
Hunter College 2005 — 2006
N.A., Urban Planning and Statistics
Columbia University - Fu Foundation School of Engineering and Applied Science 1999 — 2003
B.Sc., Engineering & Managing Systems
BTG Pactual April 2015 - August 2015
Case Concepts International, LLC October 2013 - April 2015
Applied Coatings Group, Inc. June 2012 - July 2012
Neuberger Berman December 2010 - December 2010
Skills
Excel, Matlab, Solidworks, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis, OS X, Research, Programming, Economics, Thermodynamics, Statistics, Spanish, Investments, Microsoft Excel
Education
Union College 2009 — 2013
BA, Economics
Czech Technical University in Prague 2011 — 2011
Environmental Engineering, Architecture, Czech language
Falmouth High School 2004 — 2008
Neuberger Berman January 2014 - Present
Neuberger Berman July 2012 - December 2013
Barclays Capital 2007 - 2012
Goldman Sachs 2005 - 2007
Skills
Equities, Equity Research, Capital Markets, Bloomberg, Hedge Funds
Education
Cornell University
Bachelor of Arts (B.A.), Economics
Neuberger Berman June 2012 - Present
AllianceBernstein May 2010 - June 2012
AllianceBernstein June 2008 - May 2010
Credit Suisse December 2007 - January 2008
Credit Suisse May 2007 - August 2007
Skills
Microsoft Excel, Investment Banking, Market Research, Business Intelligence, Equities, Series 7, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Series 66
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics
Chaminade High School 2000 — 2004
Jennison Associates 2006 - 2008
Legg Mason April 2004 - May 2006
Bank of America March 2003 - March 2004
Citi February 1999 - February 2003
Citi March 1998 - March 1999
Citi May 1996 - February 1998
Neuberger Berman January 1995 - May 1996
Hunter College January 1993 - May 1994
Skills
NRS Investment Adviser..., Mutual Funds, Equities, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Charles River IMS, COMET Compliance...
Education
Saint John's University 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Hunter College 1989 — 1994
Bachelor of Science (BS), Accounting
Bank of America Merrill Lynch May 2007 - Present
Neuberger Berman May 2004 - May 2007
US Clearing/Fleet Securities March 2000 - April 2004
Skills
Prime Brokerage, Series 7, Securities Exchange Act..., Options Limits..., Options, Securities Regulation, Reg SHO Compliance, Short Interest Reporting, Series 4, Series 24, Series 63, Operational Risk, Regulatory Inquiry..., AML, KYC, CIP, FINRA
Education
Brooklyn College
Bachelor of Arts (B.A.), English Language and Literature, General
Sulzer Laboratory October 2014 - Present
Prime International, LLC June 2013 - August 2013
Neuberger Berman June 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Research
Education
Columbia University in the City of New York 2014 — 2016
Certificate, Medical Sciences
Vanderbilt University 2010 — 2014
Bachelor of Science (B.S.), Economics
Horace Greeley High School 2007 — 2010
Hunter College January 2015 - Present
Rutgers University September 2007 - October 2014
Neuberger Berman 2004 - 2006
New York City Economic Development Corporation 2002 - 2004
Education
Rutgers University 2007 — 2014
Doctor of Philosophy (Ph.D.), American History (United States)
Princeton University 1993 — 1995
MPA/URP, Public Administration and Urban Planning
Columbia University in the City of New York 1987 — 1991
Bachelor of Arts (B.A.), Urban Studies/Affairs