Neuberger Berman
Description
Neuberger Berman is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals. Assets under management: 304 billion USD (June 2018) Headquarters: New York City, New York, United States Founded: 1939 Founders: Roy Neuberger, Robert Berman Parent organization: Neuberger Berman Group LLC Subsidiaries: Neuberger Berman Pty Ltd,
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Neuberger Berman Employees
Employee
Years
Job
Industry
Pablo Yepez Pablo Yepez's Neuberger Berman Experience April 2005 - March 2013
Job
Industry Investment Management
Experience
Illinois Institute of Technology June 2014 - Present
Morningstar Associates April 2013 - Present
Neuberger Berman April 2005 - March 2013
Citi April 2004 - March 2005
BankBoston Asset Management 2002 - 2003
American Express Private Bank 2000 - 2002
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Analytical Finance and Econometrics
Florida International University 2000 — 2003
Bachelor of Business Administration (BBA), Finance, General
Illinois Institute of Technology June 2014 - Present
Morningstar Associates April 2013 - Present
Neuberger Berman April 2005 - March 2013
Citi April 2004 - March 2005
BankBoston Asset Management 2002 - 2003
American Express Private Bank 2000 - 2002
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Analytical Finance and Econometrics
Florida International University 2000 — 2003
Bachelor of Business Administration (BBA), Finance, General
Mirella Shannon Mirella Shannon's Neuberger Berman Experience September 1993 - June 2000
Job Associate Dean, School of Media Arts at Columbia College Chicago
Industry Higher Education
Experience
Columbia College Chicago August 2012 - Present
Columbia College Chicago September 2003 - July 2012
University of Belize June 2000 - May 2002
Neuberger Berman September 1993 - June 2000
SEI 1985 - September 1992
Skills
Higher Education, Teaching, Faculty Development, Curriculum Development, Computer Science, Executive Management, Information Technology, C++, Educational Technology
Education
New York University 1993 — 1995
Master of Arts (MA), Liberal Arts and Sciences/Liberal Studies
DePaul University 1989 — 1992
Bachelor of Arts (BA), Management Information Systems, General
Columbia College Chicago August 2012 - Present
Columbia College Chicago September 2003 - July 2012
University of Belize June 2000 - May 2002
Neuberger Berman September 1993 - June 2000
SEI 1985 - September 1992
Skills
Higher Education, Teaching, Faculty Development, Curriculum Development, Computer Science, Executive Management, Information Technology, C++, Educational Technology
Education
New York University 1993 — 1995
Master of Arts (MA), Liberal Arts and Sciences/Liberal Studies
DePaul University 1989 — 1992
Bachelor of Arts (BA), Management Information Systems, General
Paul Kvasnicka Paul Kvasnicka's Neuberger Berman Experience June 2013 - August 2013
Job SOC Analyst / IASO Army
Industry Information Technology and Services
Experience
Allstate November 2014 - Present
US Army February 2014 - Present
US Army April 2008 - Present
Allstate Insurance February 2014 - November 2014
US Army February 2013 - February 2014
Neuberger Berman June 2013 - August 2013
US Army March 2006 - February 2013
US Army April 2003 - March 2006
PJ's Plumbing and Mainte May 1994 - July 2003
Skills
TCP/IP, Firewalls, Cisco ASA 5505, Cisco ASA 5510, VPN, MPLS VPN, TCP/IP protocols, Metasploit, Wireshark, Wireless Networking, Cisco Technologies, Cisco IOS, Cisco Routers, Cisco ASA OS 8.25, Cisco ASA OS 9.01, IPv6, C++, C Programming, COBIT, SOX Compliancy, CIP, PCI DSS, x86 Assembly, Microsoft Office, Adobe Acrobat, Adobe Ac, GCC, Visual Studio, Lotus Forms, Windows Server, Windows 7, Ubuntu 9.10, Ubuntu, VMware, Cisco 3350, OSPF, EIGRP, BGP, GRE tunnels, RIP, Hazmat Tech, Incident Command, Network + Certified, Security Clearance, Physical Security, Information Security, IPSec, Management, Organization, Instructor-led Training
Education
DePaul University 2013 — 2016
Masters, Computer Information Network Security
DePaul University 2011 — 2013
Bachelor's degree, Information Assurance Security Engineering, 3.72 GPA
Allstate November 2014 - Present
US Army February 2014 - Present
US Army April 2008 - Present
Allstate Insurance February 2014 - November 2014
US Army February 2013 - February 2014
Neuberger Berman June 2013 - August 2013
US Army March 2006 - February 2013
US Army April 2003 - March 2006
PJ's Plumbing and Mainte May 1994 - July 2003
Skills
TCP/IP, Firewalls, Cisco ASA 5505, Cisco ASA 5510, VPN, MPLS VPN, TCP/IP protocols, Metasploit, Wireshark, Wireless Networking, Cisco Technologies, Cisco IOS, Cisco Routers, Cisco ASA OS 8.25, Cisco ASA OS 9.01, IPv6, C++, C Programming, COBIT, SOX Compliancy, CIP, PCI DSS, x86 Assembly, Microsoft Office, Adobe Acrobat, Adobe Ac, GCC, Visual Studio, Lotus Forms, Windows Server, Windows 7, Ubuntu 9.10, Ubuntu, VMware, Cisco 3350, OSPF, EIGRP, BGP, GRE tunnels, RIP, Hazmat Tech, Incident Command, Network + Certified, Security Clearance, Physical Security, Information Security, IPSec, Management, Organization, Instructor-led Training
Education
DePaul University 2013 — 2016
Masters, Computer Information Network Security
DePaul University 2011 — 2013
Bachelor's degree, Information Assurance Security Engineering, 3.72 GPA
Jamie Grossman Jamie Grossman's Neuberger Berman Experience May 2015 - Present
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2015 - Present
Neuberger Berman February 2015 - May 2015
Loeb King Capital Management August 2013 - February 2015
Loeb King Capital Management March 2009 - August 2013
Loeb King Capital Management May 2008 - March 2009
Two Sigma November 2007 - May 2008
Anchorage Capital March 2005 - November 2007
Richards Kibbe & Orbe LLP January 2004 - March 2005
Skills
Hedge Funds, Derivatives, Internal Controls, Process Improvement, Strategic Planning, Microsoft Excel, Alternative Investments, Equities, Financial Modeling, Fixed Income, Valuation, Investments, Private Equity, Bloomberg, Asset Management, Securities, Mutual Funds, Corporate Finance, Due Diligence, Financial Services, Management
Education
Dartmouth College 2000 — 2004
Bachelor of Arts (BA), Economics
Neuberger Berman May 2015 - Present
Neuberger Berman February 2015 - May 2015
Loeb King Capital Management August 2013 - February 2015
Loeb King Capital Management March 2009 - August 2013
Loeb King Capital Management May 2008 - March 2009
Two Sigma November 2007 - May 2008
Anchorage Capital March 2005 - November 2007
Richards Kibbe & Orbe LLP January 2004 - March 2005
Skills
Hedge Funds, Derivatives, Internal Controls, Process Improvement, Strategic Planning, Microsoft Excel, Alternative Investments, Equities, Financial Modeling, Fixed Income, Valuation, Investments, Private Equity, Bloomberg, Asset Management, Securities, Mutual Funds, Corporate Finance, Due Diligence, Financial Services, Management
Education
Dartmouth College 2000 — 2004
Bachelor of Arts (BA), Economics
Nicholas Ramallo's Neuberger Berman Experience June 2014 - August 2014
Job A Goizueta Business School Senior
Industry Financial Services
Experience
Neuberger Berman June 2014 - August 2014
ISI Group May 2013 - July 2013
Goizueta Business School January 2013 - May 2013
Spring Hills Senior Communities May 2010 - August 2012
St. Matthias Church July 2005 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Windows, Illustrator, Teamwork, Public Speaking, English, Mathematics, iMovie, Java, OSX
Education
The University of Edinburgh 2013 — 2013
Mathematics and Business
Goizueta Business School, Emory University 2011 — 2015
Bachelors; Bachelors of Business Administration, Finance
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Neuberger Berman June 2014 - August 2014
ISI Group May 2013 - July 2013
Goizueta Business School January 2013 - May 2013
Spring Hills Senior Communities May 2010 - August 2012
St. Matthias Church July 2005 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Windows, Illustrator, Teamwork, Public Speaking, English, Mathematics, iMovie, Java, OSX
Education
The University of Edinburgh 2013 — 2013
Mathematics and Business
Goizueta Business School, Emory University 2011 — 2015
Bachelors; Bachelors of Business Administration, Finance
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Jim Degenhardt's Neuberger Berman Experience January 2003 - April 2006
Job Wealth Strategist at Flaharty Asset Management, LLC
Industry Financial Services
Experience
Flaharty Asset Management, LLC August 2012 - Present
Wells Fargo Bank April 2006 - August 2012
Neuberger Berman January 2003 - April 2006
SunTrust Bank 1997 - 2002
First Union National Bank 1987 - 1993
Skills
Investments, Asset Allocation, Series 7, Series 66, Wealth Management, Series 63, Securities, Estate Planning, Mutual Funds, Retirement, Investment Advisory, Alternative Investments, Retirement Planning, Investment Management, FINRA, 401k, Asset Management, Portfolio Management, Strategic Financial..., Hedge Funds, High Net Worth..., Bonds, Fixed Income, Investment Strategies
Education
NYU Stern School of Business 1981 — 1982
Master's degree, Accounting
Dartmouth College 1977 — 1981
Bachelor of Arts (B.A.), History
Tarpon Springs High School
Flaharty Asset Management, LLC August 2012 - Present
Wells Fargo Bank April 2006 - August 2012
Neuberger Berman January 2003 - April 2006
SunTrust Bank 1997 - 2002
First Union National Bank 1987 - 1993
Skills
Investments, Asset Allocation, Series 7, Series 66, Wealth Management, Series 63, Securities, Estate Planning, Mutual Funds, Retirement, Investment Advisory, Alternative Investments, Retirement Planning, Investment Management, FINRA, 401k, Asset Management, Portfolio Management, Strategic Financial..., Hedge Funds, High Net Worth..., Bonds, Fixed Income, Investment Strategies
Education
NYU Stern School of Business 1981 — 1982
Master's degree, Accounting
Dartmouth College 1977 — 1981
Bachelor of Arts (B.A.), History
Tarpon Springs High School
Sean Keckeisen's Neuberger Berman Experience January 2013 - April 2015
Job Institutional Client Group Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2013 - April 2015
J.P. Morgan April 2012 - August 2012
Merrill Lynch September 2010 - February 2011
Skills
PowerPoint, Series 7, Bloomberg, Microsoft Office, Equities
Education
Fairfield University 2007 — 2011
Bachelor of Science (B.S.), Marketing and Finance
Salisbury School
Neuberger Berman January 2013 - April 2015
J.P. Morgan April 2012 - August 2012
Merrill Lynch September 2010 - February 2011
Skills
PowerPoint, Series 7, Bloomberg, Microsoft Office, Equities
Education
Fairfield University 2007 — 2011
Bachelor of Science (B.S.), Marketing and Finance
Salisbury School
Lisa Waslis Kiker Lisa Waslis Kiker's Neuberger Berman Experience August 2008 - April 2011
Job Business Professional
Industry Automotive
Experience
Honda Lock February 2013 - Present
Neuberger Berman August 2008 - April 2011
Panasonic Automotive Systems June 2004 - June 2008
BRS Atlanta July 1993 - December 2005
Peachtree City Tourism Association 2004 - 2004
Brown, Nelms & Company July 2002 - July 2003
McRae Communications April 1997 - June 2002
Skills
Budgets, Microsoft Office, Process Improvement, Strategic Planning, Team Building, Outlook, Event Planning, Team Leadership, Project Management, Operations Management, Access, Program Management, Leadership Development, Training, Leadership, Marketing, Management, Customer Service, Cross-functional Team..., Coaching, Change Management, Business Development
Education
Almeda University 2002 — 2005
B.S., Business Administration
Eastern Michigan University 1987 — 1988
Music Performance & Education
Honda Lock February 2013 - Present
Neuberger Berman August 2008 - April 2011
Panasonic Automotive Systems June 2004 - June 2008
BRS Atlanta July 1993 - December 2005
Peachtree City Tourism Association 2004 - 2004
Brown, Nelms & Company July 2002 - July 2003
McRae Communications April 1997 - June 2002
Skills
Budgets, Microsoft Office, Process Improvement, Strategic Planning, Team Building, Outlook, Event Planning, Team Leadership, Project Management, Operations Management, Access, Program Management, Leadership Development, Training, Leadership, Marketing, Management, Customer Service, Cross-functional Team..., Coaching, Change Management, Business Development
Education
Almeda University 2002 — 2005
B.S., Business Administration
Eastern Michigan University 1987 — 1988
Music Performance & Education
Mark Faulkenberg's Neuberger Berman Experience August 2006 - September 2009
Job Managing Director at Conifer Financial Services
Industry Investment Management
Experience
Conifer Financial Services March 2014 - Present
Imprint Capital Advisors July 2012 - April 2014
Velorum Consulting Group October 2011 - September 2012
AlphaMetrix May 2011 - October 2011
International Asset Management September 2009 - May 2011
Neuberger Berman August 2006 - September 2009
Lehman Brothers August 2006 - September 2009
Prisma Capital Partners June 2002 - August 2006
AEGON June 2002 - August 2006
Ramsey Financial September 1993 - June 2002
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Capital Markets, Fund Accounting, Operational Due..., Operational Risk..., Executive Management, Risk Management, Investments, Compliance Management, Derivatives, Back Office, Fixed Income, Equities, Asset Managment, Family Office, Private Equity, Structured Products, Investment Management, Mutual Funds, Investor Relations, Bloomberg, Portfolio Management, Financial Services, Commodity, Asset Allocation, Emerging Markets, Financial Markets, Investment Banking, Securities, Due Diligence, FX Options, Options, Investment Strategies, Finance, Hedging, ETFs, Prime Brokerage, Valuation, Venture Capital, Equity Derivatives, Financial Modeling, Bonds, Trading, Asset Management
Education
Indiana University - Kelley School of Business 1979 — 1982
BS, Finance
Defense Language Institute 1988 — 1989
Russian Studies
Tell City High School 1974 — 1978
Conifer Financial Services March 2014 - Present
Imprint Capital Advisors July 2012 - April 2014
Velorum Consulting Group October 2011 - September 2012
AlphaMetrix May 2011 - October 2011
International Asset Management September 2009 - May 2011
Neuberger Berman August 2006 - September 2009
Lehman Brothers August 2006 - September 2009
Prisma Capital Partners June 2002 - August 2006
AEGON June 2002 - August 2006
Ramsey Financial September 1993 - June 2002
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Capital Markets, Fund Accounting, Operational Due..., Operational Risk..., Executive Management, Risk Management, Investments, Compliance Management, Derivatives, Back Office, Fixed Income, Equities, Asset Managment, Family Office, Private Equity, Structured Products, Investment Management, Mutual Funds, Investor Relations, Bloomberg, Portfolio Management, Financial Services, Commodity, Asset Allocation, Emerging Markets, Financial Markets, Investment Banking, Securities, Due Diligence, FX Options, Options, Investment Strategies, Finance, Hedging, ETFs, Prime Brokerage, Valuation, Venture Capital, Equity Derivatives, Financial Modeling, Bonds, Trading, Asset Management
Education
Indiana University - Kelley School of Business 1979 — 1982
BS, Finance
Defense Language Institute 1988 — 1989
Russian Studies
Tell City High School 1974 — 1978
Nan Wang Nan Wang's Neuberger Berman Experience September 2009 - March 2014
Job
Industry Computer Software
Experience
Fantasy Sports Entrepeneur April 2014 - Present
Neuberger Berman September 2009 - March 2014
China Investment Corporation February 2011 - July 2011
Fidelity Investments July 2006 - September 2009
Fidelity Investments 2006 - 2009
Northwestern Mutual Financial Network 2005 - 2005
Skills
Financial Modeling, Strategy, Private Equity, Mergers & Acquisitions, Portfolio Management, Business Strategy, Investments, Finance, Management, Business Development, Valuation, Fantasy Sports, Fantasy Football, Venture Capital, Early-stage Startups
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Bridge
Dartmouth College 2002 — 2006
BA
University of Pretoria/Universiteit van Pretoria 2004 — 2004
Fantasy Sports Entrepeneur April 2014 - Present
Neuberger Berman September 2009 - March 2014
China Investment Corporation February 2011 - July 2011
Fidelity Investments July 2006 - September 2009
Fidelity Investments 2006 - 2009
Northwestern Mutual Financial Network 2005 - 2005
Skills
Financial Modeling, Strategy, Private Equity, Mergers & Acquisitions, Portfolio Management, Business Strategy, Investments, Finance, Management, Business Development, Valuation, Fantasy Sports, Fantasy Football, Venture Capital, Early-stage Startups
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Bridge
Dartmouth College 2002 — 2006
BA
University of Pretoria/Universiteit van Pretoria 2004 — 2004
Jordie Olivella Jordie Olivella's Neuberger Berman Experience 2013 - Present
Job Vice President, Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman 2013 - Present
Aberdeen Asset Management 2010 - 2013
SEI Investments 2007 - 2010
Drexel University 2004 - 2007
Education
Drexel University 2005 — 2007
MBA, International Business
Drexel University 1998 — 2002
Bachelor of Science, MIS
Neuberger Berman 2013 - Present
Aberdeen Asset Management 2010 - 2013
SEI Investments 2007 - 2010
Drexel University 2004 - 2007
Education
Drexel University 2005 — 2007
MBA, International Business
Drexel University 1998 — 2002
Bachelor of Science, MIS
Kevin Borja Kevin Borja's Neuberger Berman Experience November 2011 - Present
Job Sr. Associate Middle Office
Industry Investment Management
Experience
Neuberger Berman November 2011 - Present
AllianceBernstein December 2008 - November 2011
AllianceBernstein August 2006 - December 2008
Skills
Equities, Bloomberg, Asset Managment, Fixed Income, Mutual Funds, Hedge Funds, Middle Office, Investments, Financial Modeling, Trading, Equity Research, Financial Analysis, Capital Markets, Bloomberg Terminal, Asset Management, Alternative Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance, 3.8
Pennsylvania State University 2002 — 2006
Bachelor of Science (B.S.), Finance & International Business
Neuberger Berman November 2011 - Present
AllianceBernstein December 2008 - November 2011
AllianceBernstein August 2006 - December 2008
Skills
Equities, Bloomberg, Asset Managment, Fixed Income, Mutual Funds, Hedge Funds, Middle Office, Investments, Financial Modeling, Trading, Equity Research, Financial Analysis, Capital Markets, Bloomberg Terminal, Asset Management, Alternative Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance, 3.8
Pennsylvania State University 2002 — 2006
Bachelor of Science (B.S.), Finance & International Business
Jennifer Michel Jennifer Michel's Neuberger Berman Experience October 2006 - Present
Job Manager, Vice President, Institutional Client Service, North America at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman October 2006 - Present
Neuberger Berman October 2006 - Present
ABN AMRO Asset Management November 2003 - October 2006
Skills
Investment Management, Series 7, Separately Managed..., Institutional..., Alternative Investments, Asset Allocation, Client Services, Equities, Fixed Income, Hedge Funds, Bloomberg, Securities, Asset Management, Series 63, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Finance
Neuberger Berman October 2006 - Present
Neuberger Berman October 2006 - Present
ABN AMRO Asset Management November 2003 - October 2006
Skills
Investment Management, Series 7, Separately Managed..., Institutional..., Alternative Investments, Asset Allocation, Client Services, Equities, Fixed Income, Hedge Funds, Bloomberg, Securities, Asset Management, Series 63, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Finance
Audrie Aponte Audrie Aponte's Neuberger Berman Experience January 2015 - Present
Job National Accounts Analyst at Neuberger Berman
Industry Higher Education
Experience
Neuberger Berman January 2015 - Present
Skills
Finance, Time Management, Customer Service, Microsoft Word, Research, PowerPoint, Microsoft Office, Highly detail oriented, Organized Multi-tasker, Analytical Skills, Series 7, Salesforce.com, Teamwork, Customer Satisfaction, Microsoft Excel, Timely Decision Making, Spreadsheets, Series 66
Education
Mississippi State University 2010 — 2012
BACHELOR OF BUSINESS ADMINISTRATION, FINANCE
East Mississippi Community College 2008 — 2010
ASSOCIATE OF ARTS, LIBERAL ARTS
Neuberger Berman January 2015 - Present
Skills
Finance, Time Management, Customer Service, Microsoft Word, Research, PowerPoint, Microsoft Office, Highly detail oriented, Organized Multi-tasker, Analytical Skills, Series 7, Salesforce.com, Teamwork, Customer Satisfaction, Microsoft Excel, Timely Decision Making, Spreadsheets, Series 66
Education
Mississippi State University 2010 — 2012
BACHELOR OF BUSINESS ADMINISTRATION, FINANCE
East Mississippi Community College 2008 — 2010
ASSOCIATE OF ARTS, LIBERAL ARTS
Angela Rudin Angela Rudin's Neuberger Berman Experience November 2013 - June 2014
Job HR Manager at SmithBucklin
Industry Human Resources
Experience
Neuberger Berman November 2013 - June 2014
Financial Industry Regulatory Authority (FINRA) April 2013 - November 2013
UBS Global Asset Management June 1999 - May 2012
GE Capital Information Technology Solutions October 1998 - June 1999
Technisource January 1996 - October 1998
Skills
Human Resources, Performance Management, Employee Relations, Recruiting, Organizational..., Leadership Development, Talent Acquisition, HR Transformation, Change Management, Succession Planning, Alternative Investments, Project Management, Technical Recruiting, Financial Recruiting, Workforce Planning, HR Metrics, Compensations, Employment Law, International Mobility, Employee Benefits, Personnel Management
Education
DePaul University 2010 — 2010
Certificate of Achievement, Professional in Human Resources
DePaul University 1998 — 1998
Certificate of Achievement, Principles of Human Resource Management
Purdue University 1991 — 1995
BS, Biology
Neuberger Berman November 2013 - June 2014
Financial Industry Regulatory Authority (FINRA) April 2013 - November 2013
UBS Global Asset Management June 1999 - May 2012
GE Capital Information Technology Solutions October 1998 - June 1999
Technisource January 1996 - October 1998
Skills
Human Resources, Performance Management, Employee Relations, Recruiting, Organizational..., Leadership Development, Talent Acquisition, HR Transformation, Change Management, Succession Planning, Alternative Investments, Project Management, Technical Recruiting, Financial Recruiting, Workforce Planning, HR Metrics, Compensations, Employment Law, International Mobility, Employee Benefits, Personnel Management
Education
DePaul University 2010 — 2010
Certificate of Achievement, Professional in Human Resources
DePaul University 1998 — 1998
Certificate of Achievement, Principles of Human Resource Management
Purdue University 1991 — 1995
BS, Biology
Sharon Desmond Sharon Desmond's Neuberger Berman Experience August 1997 - March 2000
Job Business Analyst at GfK
Industry Information Technology and Services
Experience
GfK June 2014 - Present
Wayland Swim and Tennis Club July 2012 - November 2014
Fidelity Investments April 2004 - October 2004
Altiris December 2002 - November 2003
Peregrine Systems March 2000 - December 2002
Neuberger Berman August 1997 - March 2000
Cravath, Swaine & Moore LLP November 1995 - August 1997
Skills
Enterprise Software, Change Management, Solution Selling, Service Management, Cloud Computing, IT Service Management, Pre-sales, ITIL, Account Management, Professional Services, Sales Management, Cross-functional Team..., Management
Education
Stevens Institute of Technology 1997 — 1999
MS, Information Management
Drexel University 1992 — 1995
BS, Mathematics
GfK June 2014 - Present
Wayland Swim and Tennis Club July 2012 - November 2014
Fidelity Investments April 2004 - October 2004
Altiris December 2002 - November 2003
Peregrine Systems March 2000 - December 2002
Neuberger Berman August 1997 - March 2000
Cravath, Swaine & Moore LLP November 1995 - August 1997
Skills
Enterprise Software, Change Management, Solution Selling, Service Management, Cloud Computing, IT Service Management, Pre-sales, ITIL, Account Management, Professional Services, Sales Management, Cross-functional Team..., Management
Education
Stevens Institute of Technology 1997 — 1999
MS, Information Management
Drexel University 1992 — 1995
BS, Mathematics
Robert Bickett Robert Bickett's Neuberger Berman Experience September 2008 - March 2011
Job Principal at Infosys Consulting, Inc.
Industry Investment Management
Experience
Infosys Consulting, Inc. March 2012 - Present
Rezuhloot March 2011 - Present
Neuberger Berman September 2008 - March 2011
Lehman Brothers Asset Management March 2006 - September 2008
Northern Trust 1993 - 2006
Skills
Valuation, Equities, Derivatives, Settlement, Financial Modeling, Portfolio Management, CDO, Swaps, CDS, Competitive Analysis, Financial Analysis, Back Office, Strategy, Fixed Income, Finance, Hedge Funds, Asset Management, Investment Banking, Emerging Markets, Capital Markets, Bloomberg, Private Equity, Securities, Trading, Investment Management, Investments, Alternative Investments, Bonds, Options, Financial Markets, Due Diligence, Corporate Finance, Venture Capital, Financial Services, Hunting
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Entrepreneurship and Marketing
DePaul University
Bachelors, Finance
Infosys Consulting, Inc. March 2012 - Present
Rezuhloot March 2011 - Present
Neuberger Berman September 2008 - March 2011
Lehman Brothers Asset Management March 2006 - September 2008
Northern Trust 1993 - 2006
Skills
Valuation, Equities, Derivatives, Settlement, Financial Modeling, Portfolio Management, CDO, Swaps, CDS, Competitive Analysis, Financial Analysis, Back Office, Strategy, Fixed Income, Finance, Hedge Funds, Asset Management, Investment Banking, Emerging Markets, Capital Markets, Bloomberg, Private Equity, Securities, Trading, Investment Management, Investments, Alternative Investments, Bonds, Options, Financial Markets, Due Diligence, Corporate Finance, Venture Capital, Financial Services, Hunting
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Entrepreneurship and Marketing
DePaul University
Bachelors, Finance
Jose Rolando Garcia Jose Rolando Garcia's Neuberger Berman Experience December 2011 - Present
Job NRC/NRA Wholesaler VP at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman December 2011 - Present
Goldman Sachs March 2010 - December 2011
AllianceBernstein July 2006 - March 2010
Bank of America March 2005 - July 2006
Citi September 2002 - March 2005
GE Capital November 2001 - August 2002
Skills
Series 7, Alternative Investments, Mutual Funds, Series 63, Wealth Management, Separately Managed..., Asset Managment, Asset Allocation, Portfolio Management, Fixed Income, Investments, Hedge Funds, Equities, Uniform Combined State..., Investment Strategies, Securities, ETFs, Investment Advisory, Capital Markets, Tactical Asset...
Education
Florida International University 2003 — 2005
Master of Business Administration (MBA), International Business, Marketing, Management, and Related Support Services
Florida International University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, International Business
Neuberger Berman December 2011 - Present
Goldman Sachs March 2010 - December 2011
AllianceBernstein July 2006 - March 2010
Bank of America March 2005 - July 2006
Citi September 2002 - March 2005
GE Capital November 2001 - August 2002
Skills
Series 7, Alternative Investments, Mutual Funds, Series 63, Wealth Management, Separately Managed..., Asset Managment, Asset Allocation, Portfolio Management, Fixed Income, Investments, Hedge Funds, Equities, Uniform Combined State..., Investment Strategies, Securities, ETFs, Investment Advisory, Capital Markets, Tactical Asset...
Education
Florida International University 2003 — 2005
Master of Business Administration (MBA), International Business, Marketing, Management, and Related Support Services
Florida International University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, International Business
John Whitehead John Whitehead's Neuberger Berman Experience May 2014 - Present
Job Wealth Management Analyst at Neuberger Berman
Industry Banking
Experience
Neuberger Berman May 2014 - Present
J.P. Morgan Private Bank April 2013 - May 2014
US Navy March 2012 - April 2013
U.S. Navy March 2009 - February 2012
US Navy March 2006 - March 2009
US Navy June 2003 - February 2006
Skills
Security Clearance, Military
Education
Duke University - Fuqua School of Business 2010 — 2011
Master of Business Administration
United States Naval Academy 1999 — 2003
Bachelors of Science, Economics (Honors)
Neuberger Berman May 2014 - Present
J.P. Morgan Private Bank April 2013 - May 2014
US Navy March 2012 - April 2013
U.S. Navy March 2009 - February 2012
US Navy March 2006 - March 2009
US Navy June 2003 - February 2006
Skills
Security Clearance, Military
Education
Duke University - Fuqua School of Business 2010 — 2011
Master of Business Administration
United States Naval Academy 1999 — 2003
Bachelors of Science, Economics (Honors)
MICHAEL CAMPAGNA, CFA, CTP MICHAEL CAMPAGNA, CFA, CTP's Neuberger Berman Experience 2012 - 2013
Job Portfolio Risk | Asset Liability Management | Investment Operations | Treasury
Industry Financial Services
Experience
Duff & Phelps Investment Management Co. 2014 - Present
Neuberger Berman 2012 - 2013
The Northern Trust Company August 2006 - 2012
Northern Trust 2004 - 2006
Northern Trust 2001 - 2004
Northern Trust 1996 - 2001
Northern Trust 1993 - 1996
Liberty Bank for Savings 1990 - 1993
Skills
Fixed Income, Risk Management, Derivatives, Financial Modeling, Securities, Financial Risk, Bloomberg, Investments, Financial Analysis, Treasury Management, Project Management, Microsoft Excel, Cash Flow Forecasting, Swaps, Pension Administration, Access, FX Hedging, Risk, Marathon, Trail Running, High Performance Driving, Classic Car, ALM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Northern Illinois University
B.S., Finance
Duff & Phelps Investment Management Co. 2014 - Present
Neuberger Berman 2012 - 2013
The Northern Trust Company August 2006 - 2012
Northern Trust 2004 - 2006
Northern Trust 2001 - 2004
Northern Trust 1996 - 2001
Northern Trust 1993 - 1996
Liberty Bank for Savings 1990 - 1993
Skills
Fixed Income, Risk Management, Derivatives, Financial Modeling, Securities, Financial Risk, Bloomberg, Investments, Financial Analysis, Treasury Management, Project Management, Microsoft Excel, Cash Flow Forecasting, Swaps, Pension Administration, Access, FX Hedging, Risk, Marathon, Trail Running, High Performance Driving, Classic Car, ALM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Northern Illinois University
B.S., Finance
Shawn Mahoney Shawn Mahoney's Neuberger Berman Experience May 1997 - April 1999
Job Vice President at Stan Hamlet Associates
Industry Human Resources
Experience
Stan Hamlet Associates, Inc. August 2012 - Present
The DL June 2012 - Present
The Olivia Collection August 2010 - June 2012
Sol Night Club September 2005 - February 2009
BevAcesss September 2000 - July 2002
Wit Capiital May 1999 - September 2000
Neuberger Berman May 1997 - April 1999
Neuberger Berman August 1995 - July 1996
Education
William Esper Studio 2004 — 2006
2 year Meisner program, Acting
Fairfield University 1990 — 1994
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Stan Hamlet Associates, Inc. August 2012 - Present
The DL June 2012 - Present
The Olivia Collection August 2010 - June 2012
Sol Night Club September 2005 - February 2009
BevAcesss September 2000 - July 2002
Wit Capiital May 1999 - September 2000
Neuberger Berman May 1997 - April 1999
Neuberger Berman August 1995 - July 1996
Education
William Esper Studio 2004 — 2006
2 year Meisner program, Acting
Fairfield University 1990 — 1994
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Frank Powers Frank Powers's Neuberger Berman Experience January 2015 - Present
Job Asset Management Guideline Oversight Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2015 - Present
Neuberger Berman December 2010 - January 2015
Neuberger Berman October 2007 - December 2010
Lehman Brothers June 2006 - October 2007
Raymond James Financial 2005 - 2006
Skills
Series 7, Trading, Investments, Equities, Bloomberg, Series 63, series 55, Microsoft Excel, Account Reconciliation, Accounting Applications, Microsoft Office, Spreadsheets, Data Analysis, Investment Management, FINRA, Financial Modeling, Mutual Funds, Portfolio Management, Fixed Income
Education
Fordham University 2002 — 2006
B.S. In Business Administration, Finance and Marketing
Fordham Preparatory 1998 — 2002
High School, General Studies
Neuberger Berman January 2015 - Present
Neuberger Berman December 2010 - January 2015
Neuberger Berman October 2007 - December 2010
Lehman Brothers June 2006 - October 2007
Raymond James Financial 2005 - 2006
Skills
Series 7, Trading, Investments, Equities, Bloomberg, Series 63, series 55, Microsoft Excel, Account Reconciliation, Accounting Applications, Microsoft Office, Spreadsheets, Data Analysis, Investment Management, FINRA, Financial Modeling, Mutual Funds, Portfolio Management, Fixed Income
Education
Fordham University 2002 — 2006
B.S. In Business Administration, Finance and Marketing
Fordham Preparatory 1998 — 2002
High School, General Studies
Anthony Simone Anthony Simone's Neuberger Berman Experience September 1991 - October 1999
Job Managing Director, Chairman and Chief Executive Officer at RenCap Securities Inc. and Renaissance Capital, London
Industry Financial Services
Experience
RenCap Securities, Inc. April 2010 - Present
Renaissance Capital, London December 2012 - Present
Renaissance Capital November 2012 - April 2013
RenCap Securities Inc November 2008 - April 2010
Investec Securities US LLC August 2008 - November 2008
Investec USA Holdings Corp. May 2007 - November 2008
Ryan Beck & Co. August 2000 - April 2007
Neuberger Berman September 1991 - October 1999
Skills
Series 7, Series 24, Equities, Securities, Investment Banking
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
University of Scranton 1987 — 1990
Bachelor of Science, Accounting
RenCap Securities, Inc. April 2010 - Present
Renaissance Capital, London December 2012 - Present
Renaissance Capital November 2012 - April 2013
RenCap Securities Inc November 2008 - April 2010
Investec Securities US LLC August 2008 - November 2008
Investec USA Holdings Corp. May 2007 - November 2008
Ryan Beck & Co. August 2000 - April 2007
Neuberger Berman September 1991 - October 1999
Skills
Series 7, Series 24, Equities, Securities, Investment Banking
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
University of Scranton 1987 — 1990
Bachelor of Science, Accounting
Seth Gabrielson's Neuberger Berman Experience January 2009 - May 2012
Job Regional Sales at Van Eck Global | Market Vectors ETFs
Industry Financial Services
Experience
Van Eck Global/ Market Vectors ETFs February 2014 - Present
Fred Alger Management May 2012 - February 2014
Neuberger Berman January 2009 - May 2012
Lehman Brothers October 2007 - January 2009
Neuberger Berman June 2005 - September 2007
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Investment Strategies, New Business Development, Asset Managment, Series 7, Wealth Management, Financial Markets, Series 63, Strategic Communications, Finance, Business Relationship..., Asset Management, Sales, ETFs, FINRA, Investment Management, Investment Advisory, Series 6, Capital Markets, Retirement Planning, Financial Advisory, Relationship Management, Separately Managed..., Retirement, High Net Worth..., Trading
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance
Ithaca College
Bachelor's degree, Business Communications
Van Eck Global/ Market Vectors ETFs February 2014 - Present
Fred Alger Management May 2012 - February 2014
Neuberger Berman January 2009 - May 2012
Lehman Brothers October 2007 - January 2009
Neuberger Berman June 2005 - September 2007
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Investment Strategies, New Business Development, Asset Managment, Series 7, Wealth Management, Financial Markets, Series 63, Strategic Communications, Finance, Business Relationship..., Asset Management, Sales, ETFs, FINRA, Investment Management, Investment Advisory, Series 6, Capital Markets, Retirement Planning, Financial Advisory, Relationship Management, Separately Managed..., Retirement, High Net Worth..., Trading
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance
Ithaca College
Bachelor's degree, Business Communications
Fitz Bowen's Neuberger Berman Experience May 2015 - June 2015
Job Student Athlete at Middlebury College
Industry Financial Services
Experience
Neuberger Berman May 2015 - June 2015
Middlebury Foods November 2013 - October 2014
Bob O'Link Golf Club May 2013 - August 2014
HighTower May 2014 - June 2014
Little Ricky's Rib Joint October 2012 - May 2013
Salmon Cove August 2012 - May 2013
Bowen Lawn Service April 2007 - September 2011
Skills
Nonprofits, Economics, Investments, Social Media, Research, Teamwork, Marketing, Market Research, Public Speaking, Microsoft Office, Microsoft Word, Time Management, Leadership, PowerPoint, Customer Service
Education
Middlebury College 2013 — 2017
Bachelor's Degree, Economics, English (Minor), Sophomore
University of Otago 2015 — 2015
Bachelor’s Degree
Deerfield Academy 2012 — 2013
Postgraduate
New Trier High School 2008 — 2012
High School
Neuberger Berman May 2015 - June 2015
Middlebury Foods November 2013 - October 2014
Bob O'Link Golf Club May 2013 - August 2014
HighTower May 2014 - June 2014
Little Ricky's Rib Joint October 2012 - May 2013
Salmon Cove August 2012 - May 2013
Bowen Lawn Service April 2007 - September 2011
Skills
Nonprofits, Economics, Investments, Social Media, Research, Teamwork, Marketing, Market Research, Public Speaking, Microsoft Office, Microsoft Word, Time Management, Leadership, PowerPoint, Customer Service
Education
Middlebury College 2013 — 2017
Bachelor's Degree, Economics, English (Minor), Sophomore
University of Otago 2015 — 2015
Bachelor’s Degree
Deerfield Academy 2012 — 2013
Postgraduate
New Trier High School 2008 — 2012
High School
Joe Gieger Joe Gieger's Neuberger Berman Experience January 1995 - December 1995
Job Managing Director at GAM
Industry Investment Management
Experience
GAM September 2005 - Present
Lombard Odier Inc. 1999 - 2005
UBS Global Asset Management 1996 - 1999
Neuberger Berman January 1995 - December 1995
Schaenen Wood & Associates 1988 - 1995
IBM 1976 - 1988
Skills
Hedge Funds, Alternative Investments, Management Consulting, Institutional Sales, Fund Of Funds, Equities, Pensions, Strategic Planning, Derivatives, Bloomberg, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Investment Management, Financial Analysis, Investments, Institutional..., Mutual Funds, Fixed Income, Investment Advisory, ETFs, Bonds
Education
Fairleigh Dickinson University 1973 — 1976
MBA, Finance
GAM September 2005 - Present
Lombard Odier Inc. 1999 - 2005
UBS Global Asset Management 1996 - 1999
Neuberger Berman January 1995 - December 1995
Schaenen Wood & Associates 1988 - 1995
IBM 1976 - 1988
Skills
Hedge Funds, Alternative Investments, Management Consulting, Institutional Sales, Fund Of Funds, Equities, Pensions, Strategic Planning, Derivatives, Bloomberg, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Investment Management, Financial Analysis, Investments, Institutional..., Mutual Funds, Fixed Income, Investment Advisory, ETFs, Bonds
Education
Fairleigh Dickinson University 1973 — 1976
MBA, Finance
Sean Ward Sean Ward's Neuberger Berman Experience March 2008 - October 2010
Job Managing Director Dyal Capital Partners
Industry Financial Services
Experience
NB Alternatives January 2013 - Present
NB Alternatives October 2010 - Present
Neuberger Berman March 2008 - October 2010
Covington & Burling LLP September 2005 - February 2008
Lehman Brothers 2008 - 2008
Davis Polk & Wardwell October 2003 - May 2005
Education
Duke University School of Law 2000 — 2003
JD, Law
University of Pennsylvania 1996 — 2000
B.A., Political Science and Diplomatic History
NB Alternatives January 2013 - Present
NB Alternatives October 2010 - Present
Neuberger Berman March 2008 - October 2010
Covington & Burling LLP September 2005 - February 2008
Lehman Brothers 2008 - 2008
Davis Polk & Wardwell October 2003 - May 2005
Education
Duke University School of Law 2000 — 2003
JD, Law
University of Pennsylvania 1996 — 2000
B.A., Political Science and Diplomatic History
Alexander Werman's Neuberger Berman Experience 2012 - 2012
Job Staff Auditor at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP November 2014 - Present
CohnReznick LLP June 2013 - July 2013
Neuberger Berman 2012 - 2012
Morgan Stanley June 2011 - August 2011
Skills
PowerPoint, Accounting, Bloomberg, Microsoft Excel, Auditing
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
CohnReznick LLP November 2014 - Present
CohnReznick LLP June 2013 - July 2013
Neuberger Berman 2012 - 2012
Morgan Stanley June 2011 - August 2011
Skills
PowerPoint, Accounting, Bloomberg, Microsoft Excel, Auditing
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Nader Minas Nader Minas's Neuberger Berman Experience December 2011 - Present
Job Performance Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman December 2011 - Present
UBS Wealth Management January 2000 - November 2011
FIRMWIDE REPORTING March 2004 - June 2005
UBS Wealth Management April 2002 - February 2004
PRIME, INSTITUTIONAL PERFORMANCE January 2000 - March 2002
Lord, Abbett & Co. Investment Management September 1998 - December 1999
CITIGROUP May 1994 - August 1998
Citibank Worldwide Securities Services May 1991 - May 1994
Volvo Finance North America March 1988 - April 1991
Skills
Strong communication..., Excellent analytical..., Accounting
Education
Farleigh Dickinson University
Bachelor of Science, Finance/Economics
Edward Williams College
Fairleigh Dickinson University
Business of Science, Finance / Economics
Neuberger Berman December 2011 - Present
UBS Wealth Management January 2000 - November 2011
FIRMWIDE REPORTING March 2004 - June 2005
UBS Wealth Management April 2002 - February 2004
PRIME, INSTITUTIONAL PERFORMANCE January 2000 - March 2002
Lord, Abbett & Co. Investment Management September 1998 - December 1999
CITIGROUP May 1994 - August 1998
Citibank Worldwide Securities Services May 1991 - May 1994
Volvo Finance North America March 1988 - April 1991
Skills
Strong communication..., Excellent analytical..., Accounting
Education
Farleigh Dickinson University
Bachelor of Science, Finance/Economics
Edward Williams College
Fairleigh Dickinson University
Business of Science, Finance / Economics
Rachael Pepper's Neuberger Berman Experience May 2005 - May 2006
Job Senior Marketing Manager at DLA Piper
Industry Marketing and Advertising
Experience
DLA Piper December 2009 - Present
McDermott Will & Emery May 2006 - December 2009
Neuberger Berman May 2005 - May 2006
UBS March 2001 - April 2005
Skills
Marketing Communications, Business Development, Marketing, Marketing Management, Strategy, Public Relations, Business Planning, Integrated Marketing, Strategic Thinking, Leadership, Marketing Strategy, Writing, Management, Strategic Planning
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Management
University of Wisconsin-Madison 1996 — 2000
BBA, Marketing
DLA Piper December 2009 - Present
McDermott Will & Emery May 2006 - December 2009
Neuberger Berman May 2005 - May 2006
UBS March 2001 - April 2005
Skills
Marketing Communications, Business Development, Marketing, Marketing Management, Strategy, Public Relations, Business Planning, Integrated Marketing, Strategic Thinking, Leadership, Marketing Strategy, Writing, Management, Strategic Planning
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Management
University of Wisconsin-Madison 1996 — 2000
BBA, Marketing
Linda Joyce Ludwig Linda Joyce Ludwig's Neuberger Berman Experience May 2010 - Present
Job Portfolio Manager, Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2010 - Present
BarclaysWealth June 2007 - May 2010
United States Trust co. September 1995 - June 2007
The Chase Manhattan Bank 1975 - 1995
Skills
Wealth Management, Investment Management, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA (not completed)
Queens College 1969 — 1972
BS, History/economics
Stanford University Graduate School of Business
Neuberger Berman May 2010 - Present
BarclaysWealth June 2007 - May 2010
United States Trust co. September 1995 - June 2007
The Chase Manhattan Bank 1975 - 1995
Skills
Wealth Management, Investment Management, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA (not completed)
Queens College 1969 — 1972
BS, History/economics
Stanford University Graduate School of Business
Michael B. Antonivich Michael B. Antonivich's Neuberger Berman Experience March 2007 - May 2008
Job Citigold Relationship Manager at Citi
Industry Banking
Experience
Citi May 2013 - Present
JPMorgan Chase September 2011 - May 2013
New York Life Insurance Company January 2009 - September 2011
Neuberger Berman March 2007 - May 2008
Citigroup March 2005 - March 2007
Skills
Life & Health Licensed, Series 7, Series 66, Notary Public, Asset Managment, Banking, Estate Planning, Bonds, Equities, Investments, Wealth Management, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Retirement Planning, Asset Management, Mortgage Lending, Investment Management, Insurance, Securities, Loans, Financial Services, Finance, Commercial Banking, Mutual Funds, Credit Analysis
Education
Farmingdale State College 2003 — 2006
Bachelor of Science (BS), Business, Finance, 3.4 / 4.0
New Hyde Park 1995 — 2001
Citi May 2013 - Present
JPMorgan Chase September 2011 - May 2013
New York Life Insurance Company January 2009 - September 2011
Neuberger Berman March 2007 - May 2008
Citigroup March 2005 - March 2007
Skills
Life & Health Licensed, Series 7, Series 66, Notary Public, Asset Managment, Banking, Estate Planning, Bonds, Equities, Investments, Wealth Management, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Retirement Planning, Asset Management, Mortgage Lending, Investment Management, Insurance, Securities, Loans, Financial Services, Finance, Commercial Banking, Mutual Funds, Credit Analysis
Education
Farmingdale State College 2003 — 2006
Bachelor of Science (BS), Business, Finance, 3.4 / 4.0
New Hyde Park 1995 — 2001
Christopher McCloskey Christopher McCloskey's Neuberger Berman Experience June 2014 - August 2014
Job Investment Banking Analyst at Freeman & Co.
Industry Investment Banking
Experience
Freeman & Co. May 2015 - Present
Alternative Investments Club September 2013 - May 2015
Neuberger Berman June 2014 - August 2014
Berkery, Noyes & Co., LLC January 2014 - May 2014
Gilford Securities June 2013 - January 2014
Rose Hill Society, Fordham University March 2012 - September 2013
Ella Capital LLC January 2013 - June 2013
UBS January 2013 - May 2013
WKF&C (Ryan Specialty Group) July 2012 - September 2012
The Compass Fellowship with the Kenneth Cole Foundation September 2011 - September 2012
Skills
Microsoft Excel, PowerPoint, Social Media, Public Speaking, Social Networking, Event Planning, Research, Mandarin, Soccer, Orchestral Percussion, Prezi, Financial Analysis, Bloomberg, Bloomberg Terminal, Investments
Education
Fordham University 2011 — 2015
Finance Major Concentration in Alternative Investments
North Shore
Portledge School
Freeman & Co. May 2015 - Present
Alternative Investments Club September 2013 - May 2015
Neuberger Berman June 2014 - August 2014
Berkery, Noyes & Co., LLC January 2014 - May 2014
Gilford Securities June 2013 - January 2014
Rose Hill Society, Fordham University March 2012 - September 2013
Ella Capital LLC January 2013 - June 2013
UBS January 2013 - May 2013
WKF&C (Ryan Specialty Group) July 2012 - September 2012
The Compass Fellowship with the Kenneth Cole Foundation September 2011 - September 2012
Skills
Microsoft Excel, PowerPoint, Social Media, Public Speaking, Social Networking, Event Planning, Research, Mandarin, Soccer, Orchestral Percussion, Prezi, Financial Analysis, Bloomberg, Bloomberg Terminal, Investments
Education
Fordham University 2011 — 2015
Finance Major Concentration in Alternative Investments
North Shore
Portledge School
Richard Couch Richard Couch's Neuberger Berman Experience 2010 - 2012
Job Executive Vice President and Chief Financial Officer at New York City Housing Authority (NYCHA)
Industry Financial Services
Experience
New York City Housing Authority (NYCHA) 2013 - Present
KPMG 2013 - 2013
Neuberger Berman 2010 - 2012
Citi 2008 - 2010
Citigroup 2006 - 2008
Citigroup 2003 - 2006
Citi 2000 - 2003
American Express 1998 - 2000
GE Capital 1996 - 1998
Travelers Group 1992 - 1996
Skills
Corporate Finance, M&A execution, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Financial Structuring, Restructuring, Forecasting, Competitive Analysis, Financial Modeling, Mergers, Mergers & Acquisitions, Due Diligence, Process Improvement, Cross-functional Team..., Leadership, Valuation, Management, Strategy, Private Equity, Risk Management, Banking, Finance, Investments, Venture Capital, Financial Services, Portfolio Management, Executive Management, Asset Management, Strategic Financial..., Managerial Finance
Education
Fordham Gabelli School of Business 2000 — 2004
MBA, Finance
University of Connecticut 1986 — 1990
B.S., Accounting
New York City Housing Authority (NYCHA) 2013 - Present
KPMG 2013 - 2013
Neuberger Berman 2010 - 2012
Citi 2008 - 2010
Citigroup 2006 - 2008
Citigroup 2003 - 2006
Citi 2000 - 2003
American Express 1998 - 2000
GE Capital 1996 - 1998
Travelers Group 1992 - 1996
Skills
Corporate Finance, M&A execution, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Financial Structuring, Restructuring, Forecasting, Competitive Analysis, Financial Modeling, Mergers, Mergers & Acquisitions, Due Diligence, Process Improvement, Cross-functional Team..., Leadership, Valuation, Management, Strategy, Private Equity, Risk Management, Banking, Finance, Investments, Venture Capital, Financial Services, Portfolio Management, Executive Management, Asset Management, Strategic Financial..., Managerial Finance
Education
Fordham Gabelli School of Business 2000 — 2004
MBA, Finance
University of Connecticut 1986 — 1990
B.S., Accounting
Jenny Davis Jenny Davis's Neuberger Berman Experience April 2011 - November 2012
Job Director, Head of Trade Support at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management April 2013 - Present
Guggenheim Partners October 2012 - April 2013
Neuberger Berman April 2011 - November 2012
Neuberger Berman March 2007 - April 2011
Lehman Brothers March 2005 - March 2007
Spectrum Global Fund Administration December 2004 - March 2005
Vining Sparks, IBG August 2002 - December 2004
AMERICAN STROKE ASSOCIATION August 2003 - October 2004
Skills
Fixed Income, Bloomberg, Securities, Valuation, Accounting, Investment Management, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Recruiting, Software Documentation, Customer Service, Fundraising, Funding, Internet Explorer, Troubleshooting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Masters of Business Administration, Finance / Sustainable Management
Louisiana State University 1998 — 2002
Bachelors of Science, Finance
UBS Global Asset Management April 2013 - Present
Guggenheim Partners October 2012 - April 2013
Neuberger Berman April 2011 - November 2012
Neuberger Berman March 2007 - April 2011
Lehman Brothers March 2005 - March 2007
Spectrum Global Fund Administration December 2004 - March 2005
Vining Sparks, IBG August 2002 - December 2004
AMERICAN STROKE ASSOCIATION August 2003 - October 2004
Skills
Fixed Income, Bloomberg, Securities, Valuation, Accounting, Investment Management, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Recruiting, Software Documentation, Customer Service, Fundraising, Funding, Internet Explorer, Troubleshooting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Masters of Business Administration, Finance / Sustainable Management
Louisiana State University 1998 — 2002
Bachelors of Science, Finance
Cynthia Madrigal Cynthia Madrigal's Neuberger Berman Experience September 2009 - July 2011
Job Portfolio Management Assistant at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2011 - Present
Neuberger Berman September 2009 - July 2011
Deerfield Capital Management September 2007 - November 2008
Sentinel Management Group, Inc. July 2004 - August 2007
Skills
Bloomberg, Portfolio Management, Fixed Income, Securities, Equities, Mutual Funds, Hedge Funds, Alternative Investments, Trading, Investments, Derivatives, Asset Management, Investment Management, Valuation, ETFs, Bloomberg Terminal, Financial Modeling, Fund Accounting, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Equity Research, BlackRock Aladdin, Workbench
Education
Elmhurst College 2000 — 2004
Bachelor's degree, Fianance & French
Guggenheim Partners August 2011 - Present
Neuberger Berman September 2009 - July 2011
Deerfield Capital Management September 2007 - November 2008
Sentinel Management Group, Inc. July 2004 - August 2007
Skills
Bloomberg, Portfolio Management, Fixed Income, Securities, Equities, Mutual Funds, Hedge Funds, Alternative Investments, Trading, Investments, Derivatives, Asset Management, Investment Management, Valuation, ETFs, Bloomberg Terminal, Financial Modeling, Fund Accounting, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Equity Research, BlackRock Aladdin, Workbench
Education
Elmhurst College 2000 — 2004
Bachelor's degree, Fianance & French
Jay Walesch Jay Walesch's Neuberger Berman Experience 2005 - Present
Job Wealth Management Analyst at Neuberger Berman, LLC
Industry Investment Management
Experience
Neuberger Berman 2005 - Present
Nationwide Insurance - Daniel J. Franz Agency 2003 - 2005
Neuberger Berman 2000 - 2003
Sanford C. Bernstein 1997 - 2000
Palm Beach Zoological Society d/b/a Dreher Park Zoo 1995 - 1997
Education
Nova Southeastern University 2000 — 2002
MBA
Florida Atlantic University 1992 — 1995
BA, Dual - International Business / Marketing
University of Florida 1989 — 1992
AA
Neuberger Berman 2005 - Present
Nationwide Insurance - Daniel J. Franz Agency 2003 - 2005
Neuberger Berman 2000 - 2003
Sanford C. Bernstein 1997 - 2000
Palm Beach Zoological Society d/b/a Dreher Park Zoo 1995 - 1997
Education
Nova Southeastern University 2000 — 2002
MBA
Florida Atlantic University 1992 — 1995
BA, Dual - International Business / Marketing
University of Florida 1989 — 1992
AA
Alyssa Juros Alyssa Juros's Neuberger Berman Experience January 2001 - March 2006
Job Investment Strategy and Due Diligence
Industry Financial Services
Experience
UBS August 2006 - September 2011
UBS FINANCIAL SERVICES, Weehawken January 2006 - September 2011
Neuberger Berman January 2001 - March 2006
Neuberger Berman April 1998 - December 2001
Neuberger Berman June 1991 - April 1998
Neuberger Berman September 1989 - June 1991
Skills
Fixed Income, Mutual Funds
Education
Fordham University
M.B.A
SECURITIES TRAINING CORP
University of Rochester
B.A
Polytechnic Preparatory Country Day School
HS
UBS August 2006 - September 2011
UBS FINANCIAL SERVICES, Weehawken January 2006 - September 2011
Neuberger Berman January 2001 - March 2006
Neuberger Berman April 1998 - December 2001
Neuberger Berman June 1991 - April 1998
Neuberger Berman September 1989 - June 1991
Skills
Fixed Income, Mutual Funds
Education
Fordham University
M.B.A
SECURITIES TRAINING CORP
University of Rochester
B.A
Polytechnic Preparatory Country Day School
HS
Conor Shalloe AIF® Conor Shalloe AIF®'s Neuberger Berman Experience 2014 - Present
Job Senior Vice President at NEUBERGER BERMAN
Industry Investment Management
Experience
NEUBERGER BERMAN 2014 - Present
Santa Monica Rugby Club 1999 - 2015
Santa Monica Rugby Club 1999 - 2015
Trust Company of the West June 2010 - December 2013
Metropolitan West Asset Management April 2007 - June 2010
Skills
Mutual Funds, Asset Managment, Investments, Asset Allocation, Alternative Investments
Education
Dublin Institute of Technology
NEUBERGER BERMAN 2014 - Present
Santa Monica Rugby Club 1999 - 2015
Santa Monica Rugby Club 1999 - 2015
Trust Company of the West June 2010 - December 2013
Metropolitan West Asset Management April 2007 - June 2010
Skills
Mutual Funds, Asset Managment, Investments, Asset Allocation, Alternative Investments
Education
Dublin Institute of Technology
Enrique Bonfils-Roberts Enrique Bonfils-Roberts's Neuberger Berman Experience March 2010 - Present
Job Senior Investment Writer at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman March 2010 - Present
UBS May 2005 - March 2010
JPMorgan Private Bank 2002 - 2004
Deutche Bank Private Bank 2000 - 2002
Prudential Retirement Services 1996 - 2000
New York Life Insurance Company 1990 - 1996
Skills
Asset Managment, Series 7, Strategic Communications, Financial Services, Wealth Management, Alternative Investments, Fixed Income, Equities, Marketing Communications, Thought Leadership, Hedge Funds, Editing, Series 24, Management, Strategic Planning, Integrated Marketing, Investments, Securities, Asset Allocation, Financial Markets, Asset Management
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.)
Neuberger Berman March 2010 - Present
UBS May 2005 - March 2010
JPMorgan Private Bank 2002 - 2004
Deutche Bank Private Bank 2000 - 2002
Prudential Retirement Services 1996 - 2000
New York Life Insurance Company 1990 - 1996
Skills
Asset Managment, Series 7, Strategic Communications, Financial Services, Wealth Management, Alternative Investments, Fixed Income, Equities, Marketing Communications, Thought Leadership, Hedge Funds, Editing, Series 24, Management, Strategic Planning, Integrated Marketing, Investments, Securities, Asset Allocation, Financial Markets, Asset Management
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.)
Brian Barnicle Brian Barnicle's Neuberger Berman Experience September 2012 - September 2014
Job Owner Barnicle Consulting LLC
Industry Financial Services
Experience
Barnicle Consulting LLC July 2015 - Present
InvestCloud, Inc. September 2014 - Present
Neuberger Berman September 2012 - September 2014
Deloitte & Touche LLP June 2010 - September 2012
Sr. Consultant - Capital Markets Consulting at Deloitte & Touche LLP February 2008 - June 2010
Mesirow Financial February 2006 - February 2008
Nuveen Investments September 2005 - February 2006
CheckFree March 2003 - November 2004
Zurich Scudder Investment February 2001 - August 2002
The Second City 2001 - 2002
Skills
Portfolio Management, Equities, Trading, Capital Markets, Investments, Compliance, Procedure Development, System Architecture, Fixed Income Technology, Compliance Testing, Business Analysis, Asset Management, Finance, Securities, Trading Systems, Business Process, Team Management, Bonds, Financial Services, Investment Management, Bloomberg, Project Management, Risk Management, Fixed Income, SDLC, Analysis, Financial Risk, Software Documentation, Derivatives, Databases
Education
DePaul University 1998 — 2000
MBA, Information Technologies
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, MIS
DePaul University 1994 — 1997
Bachelor of Science, Finance and Marketing
Fenwick 1987 — 1991
University of Illinois at Urbana-Champaign
Barnicle Consulting LLC July 2015 - Present
InvestCloud, Inc. September 2014 - Present
Neuberger Berman September 2012 - September 2014
Deloitte & Touche LLP June 2010 - September 2012
Sr. Consultant - Capital Markets Consulting at Deloitte & Touche LLP February 2008 - June 2010
Mesirow Financial February 2006 - February 2008
Nuveen Investments September 2005 - February 2006
CheckFree March 2003 - November 2004
Zurich Scudder Investment February 2001 - August 2002
The Second City 2001 - 2002
Skills
Portfolio Management, Equities, Trading, Capital Markets, Investments, Compliance, Procedure Development, System Architecture, Fixed Income Technology, Compliance Testing, Business Analysis, Asset Management, Finance, Securities, Trading Systems, Business Process, Team Management, Bonds, Financial Services, Investment Management, Bloomberg, Project Management, Risk Management, Fixed Income, SDLC, Analysis, Financial Risk, Software Documentation, Derivatives, Databases
Education
DePaul University 1998 — 2000
MBA, Information Technologies
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, MIS
DePaul University 1994 — 1997
Bachelor of Science, Finance and Marketing
Fenwick 1987 — 1991
University of Illinois at Urbana-Champaign
Carlos Rossell Carlos Rossell's Neuberger Berman Experience 1984 - 1989
Job Vice President at Madsion Green Agency
Industry Wine and Spirits
Experience
Madsion Green Agency January 2012 - Present
Blue Moon Mexican Cafe 1989 - 2011
Neuberger Berman 1984 - 1989
Skills
Business Planning, Business Strategy, Sales, Customer Service, Management, Hospitality Management, F&B Operations, F&B Management, Strategic Planning, Hospitality, Banquets, Restaurant Management, P&L Management, Brand Development, Marketing Strategy, Relationship Management, Brand Equity, Corporate Events, Multilingual, Wine & Spirits Industry, Wine Tasting, Wine Sales, Pricing, Pricing Strategy, Radio Broadcasting, Spanish, Sports Marketing, Sports Broadcasting, Voice Over, Radio Promotions, Trade Promotions, Entertainment, Professional Sports, New Business Development, Business Development, Nonprofits, Entrepreneurship, Celebrity Outreach, Creative Direction, Hiring, Skilled Multi-tasker, Staff Training, Equity Trading, Successful Business..., Owner-managed businesses, Ice Hockey, Fundraising, Volunteering, Fitness Training, Team Motivation
Education
Elmira College 1980 — 1984
Bachelor's Degree, Business Administration and Management, General
Madsion Green Agency January 2012 - Present
Blue Moon Mexican Cafe 1989 - 2011
Neuberger Berman 1984 - 1989
Skills
Business Planning, Business Strategy, Sales, Customer Service, Management, Hospitality Management, F&B Operations, F&B Management, Strategic Planning, Hospitality, Banquets, Restaurant Management, P&L Management, Brand Development, Marketing Strategy, Relationship Management, Brand Equity, Corporate Events, Multilingual, Wine & Spirits Industry, Wine Tasting, Wine Sales, Pricing, Pricing Strategy, Radio Broadcasting, Spanish, Sports Marketing, Sports Broadcasting, Voice Over, Radio Promotions, Trade Promotions, Entertainment, Professional Sports, New Business Development, Business Development, Nonprofits, Entrepreneurship, Celebrity Outreach, Creative Direction, Hiring, Skilled Multi-tasker, Staff Training, Equity Trading, Successful Business..., Owner-managed businesses, Ice Hockey, Fundraising, Volunteering, Fitness Training, Team Motivation
Education
Elmira College 1980 — 1984
Bachelor's Degree, Business Administration and Management, General
Deependra Singh Deependra Singh's Neuberger Berman Experience October 2013 - June 2014
Job Available for new opportunities
Industry Pharmaceuticals
Experience
Actavis Pharmaseuticals March 2015 - Present
Alexion Pharmaceuticals, Inc. August 2014 - February 2015
Neuberger Berman October 2013 - June 2014
Novartis April 2010 - August 2013
Skills
Business Objects, Microsoft Certified..., Business Intelligence, ABAP, Crystal Reports, Web Intelligence, Data Migration, SAP BI, SAP Netweaver, SAP Implementation, SAP BW, SAP R/3, ETL, Data Warehousing, SD, Dashboard, Master Data Management, SAP ERP, SAP, ERP, Business Analysis, Business Process, Management
Education
Delhi University
MCA, Computers
Actavis Pharmaseuticals March 2015 - Present
Alexion Pharmaceuticals, Inc. August 2014 - February 2015
Neuberger Berman October 2013 - June 2014
Novartis April 2010 - August 2013
Skills
Business Objects, Microsoft Certified..., Business Intelligence, ABAP, Crystal Reports, Web Intelligence, Data Migration, SAP BI, SAP Netweaver, SAP Implementation, SAP BW, SAP R/3, ETL, Data Warehousing, SD, Dashboard, Master Data Management, SAP ERP, SAP, ERP, Business Analysis, Business Process, Management
Education
Delhi University
MCA, Computers
Pei Jie Gao Pei Jie Gao's Neuberger Berman Experience June 2015 - July 2015
Job Student at Fordham University
Industry Investment Management
Experience
Neuberger Berman June 2015 - July 2015
Memorial Sloan Kettering Cancer Center September 2014 - May 2015
Pension Partners, LLC June 2014 - August 2014
Concourse Fund February 2014 - May 2014
Fordham University September 2012 - February 2014
Skills
Microsoft Office, Computer Proficiency, Finance, Technical Support, Information Technology, Leadership, Time Management, Teamwork, Analysis, Critical Thinking, Research, Yoga Instruction, Social Networking
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance
Manhattan Hunter Science High School
Neuberger Berman June 2015 - July 2015
Memorial Sloan Kettering Cancer Center September 2014 - May 2015
Pension Partners, LLC June 2014 - August 2014
Concourse Fund February 2014 - May 2014
Fordham University September 2012 - February 2014
Skills
Microsoft Office, Computer Proficiency, Finance, Technical Support, Information Technology, Leadership, Time Management, Teamwork, Analysis, Critical Thinking, Research, Yoga Instruction, Social Networking
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance
Manhattan Hunter Science High School
Marina Zadro's Neuberger Berman Experience December 2011 - Present
Job Asst. NonInvestment Grade Fixed Income
Industry Investment Management
Experience
Neuberger Berman December 2011 - Present
Skills
Social Media, Marketing Communications, Research, Editing, Social Media Marketing, Copywriting, Copy Editing, Marketing Strategy, Public Relations, Online Advertising, Advertising, Strategic Planning, Market Research, Adobe Creative Suite, Project Management, Marketing, SEO, Magazines, Event Management, Event Planning, Online Marketing, Social Networking, Office Administration, Digital Media, Press Releases, Sales, Business Development
Education
DePaul University 2000 — 2004
Bachelors
DePaul University 2000 — 2004
Bachelor of Arts
Neuberger Berman December 2011 - Present
Skills
Social Media, Marketing Communications, Research, Editing, Social Media Marketing, Copywriting, Copy Editing, Marketing Strategy, Public Relations, Online Advertising, Advertising, Strategic Planning, Market Research, Adobe Creative Suite, Project Management, Marketing, SEO, Magazines, Event Management, Event Planning, Online Marketing, Social Networking, Office Administration, Digital Media, Press Releases, Sales, Business Development
Education
DePaul University 2000 — 2004
Bachelors
DePaul University 2000 — 2004
Bachelor of Arts
Alexander E. Yaggy, CFA Alexander E. Yaggy, CFA's Neuberger Berman Experience September 1996 - June 2004
Job Portfolio Manager at Cortina Asset Management
Industry Financial Services
Experience
Cortina Asset Management May 2011 - Present
Invesco Ltd. June 2010 - July 2010
Morgan Stanley Investment Management July 2004 - May 2010
Neuberger Berman September 1996 - June 2004
International Education Services, Tokyo Japan October 1995 - August 1996
Legg Mason January 1994 - August 1995
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Asset Management, Asset Allocation, Fixed Income, Series 7, Portfolio Management
Education
Drew University 1989 — 1993
Bachelor of Arts, History
Gilman School 1983 — 1989
Chartered Financial Analyst
Cortina Asset Management May 2011 - Present
Invesco Ltd. June 2010 - July 2010
Morgan Stanley Investment Management July 2004 - May 2010
Neuberger Berman September 1996 - June 2004
International Education Services, Tokyo Japan October 1995 - August 1996
Legg Mason January 1994 - August 1995
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Asset Management, Asset Allocation, Fixed Income, Series 7, Portfolio Management
Education
Drew University 1989 — 1993
Bachelor of Arts, History
Gilman School 1983 — 1989
Chartered Financial Analyst
William Fulton William Fulton's Neuberger Berman Experience May 2005 - August 2010
Job
Industry Management Consulting
Experience
Faith Temple C.O.G.I.C. May 2013 - Present
Stronghold Property Investments LLC., December 2012 - May 2013
Neuberger Berman May 2005 - August 2010
Prudential Financial December 2003 - April 2005
PricewaterhouseCoopers February 2003 - July 2003
Citigroup December 2001 - January 2003
Deloitte & Touche September 1998 - October 2001
Skills
Equities, Auditing, Hedge Funds, Financial Analysis, Asset Management, Asset Managment, Risk Management, Credit, Internal Audit, Investment Banking
Education
Thomas M. Cooley Law School 2010 — 2012
N/A
Drexel University 1993 — 1998
B.S.
Faith Temple C.O.G.I.C. May 2013 - Present
Stronghold Property Investments LLC., December 2012 - May 2013
Neuberger Berman May 2005 - August 2010
Prudential Financial December 2003 - April 2005
PricewaterhouseCoopers February 2003 - July 2003
Citigroup December 2001 - January 2003
Deloitte & Touche September 1998 - October 2001
Skills
Equities, Auditing, Hedge Funds, Financial Analysis, Asset Management, Asset Managment, Risk Management, Credit, Internal Audit, Investment Banking
Education
Thomas M. Cooley Law School 2010 — 2012
N/A
Drexel University 1993 — 1998
B.S.
Brett Masarky's Neuberger Berman Experience August 2013 - Present
Job Portfolio Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 2013 - Present
J.P. Morgan August 2011 - August 2013
Chase Investment Services Corp. September 2010 - August 2011
Northwestern Mutual August 2007 - July 2009
Heineken May 2006 - December 2006
Skills
Investments, Financial Analysis, Leadership, Banking, Sales, Finance, Management, Portfolio Management, Entrepreneurship, Analysis, Microsoft Excel, Equities, Wealth Management, Financial Services
Education
Denison University 2003 — 2007
Bachelor’s Degree, Economics, Latin
Neuberger Berman August 2013 - Present
J.P. Morgan August 2011 - August 2013
Chase Investment Services Corp. September 2010 - August 2011
Northwestern Mutual August 2007 - July 2009
Heineken May 2006 - December 2006
Skills
Investments, Financial Analysis, Leadership, Banking, Sales, Finance, Management, Portfolio Management, Entrepreneurship, Analysis, Microsoft Excel, Equities, Wealth Management, Financial Services
Education
Denison University 2003 — 2007
Bachelor’s Degree, Economics, Latin
Tricia Brady (Mahoney)'s Neuberger Berman Experience June 1993 - February 1997
Job Vice President, Relationship Management
Industry Financial Services
Experience
Ascensus College Savings (formerly Upromise Investments, Inc.) April 2007 - Present
Barnum Financial Group, an office of MetLife July 2004 - April 2007
Prudential (formerly American Skandia) June 2000 - May 2004
Arcade Building Services February 1999 - June 2000
Dreyfus Service Corporation February 1997 - February 1999
Neuberger Berman June 1993 - February 1997
Skills
FINRA Series 7, 63, 65..., CSPN Operations..., CSF (College Savings..., Presented on 529 for..., President, National..., Girl Scout Leader, Strategic Financial..., Investments, Marketing, College, Mutual Funds, Financial Services, Series 7, Asset Allocation, Interactive Advertising, Channel, Equities, Leadership, Strategy, Business Development, CRM, Direct Marketing, Business Planning, Product Marketing, Marketing Strategy, Account Management, Program Management, New Business Development, Sales, Analysis, Portfolio Management, Insurance, Relationship Management, Management, Business Strategy, Series 63, Retirement, Contract Negotiation, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1996 — 2003
MBA, Marketing
Manhattanville College 1987 — 1991
BA, Management
St. Clair's Oxford 1988 — 1989
English and Art History
University of Oxford 1988 — 1989
Jonathan Law HS 1984 — 1987
HS
Ascensus College Savings (formerly Upromise Investments, Inc.) April 2007 - Present
Barnum Financial Group, an office of MetLife July 2004 - April 2007
Prudential (formerly American Skandia) June 2000 - May 2004
Arcade Building Services February 1999 - June 2000
Dreyfus Service Corporation February 1997 - February 1999
Neuberger Berman June 1993 - February 1997
Skills
FINRA Series 7, 63, 65..., CSPN Operations..., CSF (College Savings..., Presented on 529 for..., President, National..., Girl Scout Leader, Strategic Financial..., Investments, Marketing, College, Mutual Funds, Financial Services, Series 7, Asset Allocation, Interactive Advertising, Channel, Equities, Leadership, Strategy, Business Development, CRM, Direct Marketing, Business Planning, Product Marketing, Marketing Strategy, Account Management, Program Management, New Business Development, Sales, Analysis, Portfolio Management, Insurance, Relationship Management, Management, Business Strategy, Series 63, Retirement, Contract Negotiation, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1996 — 2003
MBA, Marketing
Manhattanville College 1987 — 1991
BA, Management
St. Clair's Oxford 1988 — 1989
English and Art History
University of Oxford 1988 — 1989
Jonathan Law HS 1984 — 1987
HS
Andy Nguyen's Neuberger Berman Experience December 2009 - July 2011
Job Sr. Associate Brand Manager at Kraft Foods Group
Industry Consumer Goods
Experience
Kraft Foods Group September 2014 - Present
Kraft Foods Group July 2013 - September 2014
PepsiCo June 2012 - August 2012
Daisy Brand March 2012 - April 2012
Neuberger Berman December 2009 - July 2011
Neuberger Berman July 2007 - December 2009
Lehman Brothers July 2006 - July 2007
Lehman Brothers June 2005 - August 2005
Goldman Sachs June 2004 - August 2004
Skills
Management, Competitive Analysis, Strategy, Business Strategy, Fixed Income, Valuation, Data Analysis, Investments, Due Diligence, Market Research, Marketing Strategy, Project Management, Cross-functional Team..., Analysis, Financial Modeling, Leadership, Social Media Marketing, Trading, Electronic Trading, Hedge Funds, Marketing, Derivatives, Financial Analysis, Budgets, Business Planning, Forecasting, Process Improvement, Business Development, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
WHU - Otto Beisheim Graduate School of Management 2012 — 2012
European MBA Summer Institute
Denison University 2002 — 2006
Bachelor of Arts
Lincoln Park High School 1998 — 2002
International Bacclaureate (IB) Diploma
Kraft Foods Group September 2014 - Present
Kraft Foods Group July 2013 - September 2014
PepsiCo June 2012 - August 2012
Daisy Brand March 2012 - April 2012
Neuberger Berman December 2009 - July 2011
Neuberger Berman July 2007 - December 2009
Lehman Brothers July 2006 - July 2007
Lehman Brothers June 2005 - August 2005
Goldman Sachs June 2004 - August 2004
Skills
Management, Competitive Analysis, Strategy, Business Strategy, Fixed Income, Valuation, Data Analysis, Investments, Due Diligence, Market Research, Marketing Strategy, Project Management, Cross-functional Team..., Analysis, Financial Modeling, Leadership, Social Media Marketing, Trading, Electronic Trading, Hedge Funds, Marketing, Derivatives, Financial Analysis, Budgets, Business Planning, Forecasting, Process Improvement, Business Development, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
WHU - Otto Beisheim Graduate School of Management 2012 — 2012
European MBA Summer Institute
Denison University 2002 — 2006
Bachelor of Arts
Lincoln Park High School 1998 — 2002
International Bacclaureate (IB) Diploma
Jamie Cherkowsky's Neuberger Berman Experience August 2013 - February 2015
Job Senior Project Analyst, Enterprise Standards & Productivity at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson August 2015 - Present
Tyco February 2015 - July 2015
Neuberger Berman August 2013 - February 2015
Neuberger Berman January 2012 - August 2013
Neuberger Berman September 2007 - January 2012
Neuberger Berman September 2005 - September 2007
Capital Public Affairs April 2002 - August 2005
New Jersey Hospital Association August 2000 - March 2002
Skills
Process Improvement, Analysis, Microsoft Excel, Microsoft Office, Training, Root Cause Problem..., Vendor Relationship..., Project Management, Databases, Data Analysis, Software Documentation, Team Building, Technology Process..., Business Process..., Business Analytics, Business Intelligence, Requirements Gathering, Mutual Funds, Policy Analysis, Business Analysis, Business Development, Strategic Planning, Change Management, Requirements Analysis, Vendor Management, Sales Operations, Financial Analysis, STLC, Relationship Management, CRM, Data Stewardship, Leadership, PowerPoint, Procedure Development, Root Cause Analysis, SharePoint Designer, Salesforce.com, Agile Methodologies, Six Sigma, Customer Service, Event Planning, Research, Team Management, Integration, Financial Reporting, Troubleshooting, Documentation, Crisis Management, Interdepartmental...
Education
Almeda University 2010 — 2011
Bachelor of Business Administration (B.B.A.)
Drexel University 2006 — 2008
Mercer County Community College 1996 — 2000
Johnson & Johnson August 2015 - Present
Tyco February 2015 - July 2015
Neuberger Berman August 2013 - February 2015
Neuberger Berman January 2012 - August 2013
Neuberger Berman September 2007 - January 2012
Neuberger Berman September 2005 - September 2007
Capital Public Affairs April 2002 - August 2005
New Jersey Hospital Association August 2000 - March 2002
Skills
Process Improvement, Analysis, Microsoft Excel, Microsoft Office, Training, Root Cause Problem..., Vendor Relationship..., Project Management, Databases, Data Analysis, Software Documentation, Team Building, Technology Process..., Business Process..., Business Analytics, Business Intelligence, Requirements Gathering, Mutual Funds, Policy Analysis, Business Analysis, Business Development, Strategic Planning, Change Management, Requirements Analysis, Vendor Management, Sales Operations, Financial Analysis, STLC, Relationship Management, CRM, Data Stewardship, Leadership, PowerPoint, Procedure Development, Root Cause Analysis, SharePoint Designer, Salesforce.com, Agile Methodologies, Six Sigma, Customer Service, Event Planning, Research, Team Management, Integration, Financial Reporting, Troubleshooting, Documentation, Crisis Management, Interdepartmental...
Education
Almeda University 2010 — 2011
Bachelor of Business Administration (B.B.A.)
Drexel University 2006 — 2008
Mercer County Community College 1996 — 2000
Neil Siegel Neil Siegel's Neuberger Berman Experience 2008 - Present
Job Chief Marketing Officer
Industry Financial Services
Experience
Neuberger Berman 2008 - Present
Neuberger Berman 2004 - Present
Neuberger Investment Management 2004 - Present
Lehman Brothers March 2004 - September 2008
Morgan Stanley Investment Management 1999 - 2003
Morgan Stanley 1992 - 2003
Skills
Financial Structuring, Public Relations, Cross-functional Team..., Product Development, Marketing, Integrated Marketing, Private Equity, Alternative Investments, Asset Management, Business Strategy, Competitive Analysis, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds, Portfolio Management, Strategic Partnerships, Strategy
Education
Fordham Gabelli School of Business 1991 — 1993
University of Massachusetts, Amherst 1985 — 1989
BBA, Marketing and Economics
hempstead
Neuberger Berman 2008 - Present
Neuberger Berman 2004 - Present
Neuberger Investment Management 2004 - Present
Lehman Brothers March 2004 - September 2008
Morgan Stanley Investment Management 1999 - 2003
Morgan Stanley 1992 - 2003
Skills
Financial Structuring, Public Relations, Cross-functional Team..., Product Development, Marketing, Integrated Marketing, Private Equity, Alternative Investments, Asset Management, Business Strategy, Competitive Analysis, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds, Portfolio Management, Strategic Partnerships, Strategy
Education
Fordham Gabelli School of Business 1991 — 1993
University of Massachusetts, Amherst 1985 — 1989
BBA, Marketing and Economics
hempstead
Jeffrey D'Alelio Jeffrey D'Alelio's Neuberger Berman Experience 2013 - 2013
Job Senior Financial Analyst
Industry Financial Services
Experience
Affinion Group January 2014 - Present
Neuberger Berman 2013 - 2013
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, FactSet, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Affinion Group January 2014 - Present
Neuberger Berman 2013 - 2013
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, FactSet, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Mitchell Ross, CIMA Mitchell Ross, CIMA's Neuberger Berman Experience December 2000 - August 2002
Job Director Head of Investment Advisory Consulting at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
UBS Wealth Management April 2012 - July 2015
OPPENHEIMER & COMPANY, INC February 2005 - February 2012
Neuberger Berman December 2000 - August 2002
Salomon Brothers Asset Management January 1999 - November 2000
Salomon Brothers Asset Management October 1996 - January 1999
Skills
Mutual Funds, Portfolio Management, SMA, RFP, Alternative Investments, Asset Allocation, ETFs, Hedge Funds, Fund Of Funds, Managed Accounts, Series 7, Series 63, Asset Management, Investment Strategies, Investments, Client Service, Separately Managed..., Investment Advisory, Consultative Selling, Series 3, Asset Managment, Finance, Strategy, Private Equity, Financial Services, Wealth Management
Education
Fordham Gabelli School of Business 2003 — 2004
MBA, Finance and Marketing
Lehigh University 1989 — 1993
BA, History and Political Science
Mamaroneck High School 1985 — 1989
Alton
UBS Wealth Management July 2015 - Present
UBS Wealth Management April 2012 - July 2015
OPPENHEIMER & COMPANY, INC February 2005 - February 2012
Neuberger Berman December 2000 - August 2002
Salomon Brothers Asset Management January 1999 - November 2000
Salomon Brothers Asset Management October 1996 - January 1999
Skills
Mutual Funds, Portfolio Management, SMA, RFP, Alternative Investments, Asset Allocation, ETFs, Hedge Funds, Fund Of Funds, Managed Accounts, Series 7, Series 63, Asset Management, Investment Strategies, Investments, Client Service, Separately Managed..., Investment Advisory, Consultative Selling, Series 3, Asset Managment, Finance, Strategy, Private Equity, Financial Services, Wealth Management
Education
Fordham Gabelli School of Business 2003 — 2004
MBA, Finance and Marketing
Lehigh University 1989 — 1993
BA, History and Political Science
Mamaroneck High School 1985 — 1989
Alton
Jordan Francis Jordan Francis's Neuberger Berman Experience June 2013 - August 2013
Job Student at Emory University
Industry Financial Services
Experience
FactSet September 2014 - Present
Neuberger Berman June 2013 - August 2013
Insound July 2012 - August 2012
Double Feature Films May 2012 - July 2012
Skills
Web Development, Photoshop, InDesign, Final Cut Pro, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Social Media, Data Analysis, Event Planning, Facebook, Statistics
Education
Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General / Film and Media Management
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration, Information Systems, Finance, and Film & Media Management
FactSet September 2014 - Present
Neuberger Berman June 2013 - August 2013
Insound July 2012 - August 2012
Double Feature Films May 2012 - July 2012
Skills
Web Development, Photoshop, InDesign, Final Cut Pro, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Social Media, Data Analysis, Event Planning, Facebook, Statistics
Education
Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General / Film and Media Management
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration, Information Systems, Finance, and Film & Media Management
Sasha Morrison-Mays Sasha Morrison-Mays's Neuberger Berman Experience August 2004 - August 2014
Job Registered Sales Associate at Neuberger Berman
Industry Financial Services
Experience
UBS Wealth Management August 2014 - Present
Neuberger Berman August 2004 - August 2014
Legg Mason Wood Walker July 2002 - August 2004
Deutsche Bank August 1998 - August 2002
Skills
Series 63, Mutual Funds, Equities, Securities, Fixed Income, Investments, Wealth Management, Alternative Investments, Asset Allocation, Uniform Combined State..., Bloomberg
Education
Florida Atlantic University
The University of Texas at San Antonio
UBS Wealth Management August 2014 - Present
Neuberger Berman August 2004 - August 2014
Legg Mason Wood Walker July 2002 - August 2004
Deutsche Bank August 1998 - August 2002
Skills
Series 63, Mutual Funds, Equities, Securities, Fixed Income, Investments, Wealth Management, Alternative Investments, Asset Allocation, Uniform Combined State..., Bloomberg
Education
Florida Atlantic University
The University of Texas at San Antonio
Michael Kennedy, CFA Michael Kennedy, CFA's Neuberger Berman Experience July 2011 - June 2015
Job Associate, Portfolio Consulting Services at BlackRock
Industry Investment Management
Experience
BlackRock June 2015 - Present
Neuberger Berman July 2011 - June 2015
GAMCO Investors July 2009 - July 2011
Birinyi Associates September 2008 - January 2009
Blum Shapiro June 2008 - August 2008
Skills
Investment Management, Asset Allocation, Asset Management, Model Portfolios, Portfolio Optimization, Modeling, Morningstar Direct, Performance Attribution
Education
Fairfield University 2005 — 2009
Bachelor of Science (B.S.), Majors in Finance and Accounting
BlackRock June 2015 - Present
Neuberger Berman July 2011 - June 2015
GAMCO Investors July 2009 - July 2011
Birinyi Associates September 2008 - January 2009
Blum Shapiro June 2008 - August 2008
Skills
Investment Management, Asset Allocation, Asset Management, Model Portfolios, Portfolio Optimization, Modeling, Morningstar Direct, Performance Attribution
Education
Fairfield University 2005 — 2009
Bachelor of Science (B.S.), Majors in Finance and Accounting
Gregory Klar Gregory Klar's Neuberger Berman Experience June 2004 - November 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Neuberger Berman June 2004 - November 2012
Gathering Hill Properties, LLC November 2010 - May 2011
Wachovia, A Wells Fargo Company June 2002 - June 2004
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Equities, Fixed Income, Mutual Funds, Asset Allocation, Investment Strategies, Management, Finance, Asset Management, Asset Managment, Hedge Funds, Retirement Planning, Trading, Wealth Management
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
University of Hartford 1998 — 2002
Bachelors of Science, Economics/Finance
SSDS 1994 — 1998
High School diploma
TIAA-CREF September 2012 - Present
Neuberger Berman June 2004 - November 2012
Gathering Hill Properties, LLC November 2010 - May 2011
Wachovia, A Wells Fargo Company June 2002 - June 2004
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Equities, Fixed Income, Mutual Funds, Asset Allocation, Investment Strategies, Management, Finance, Asset Management, Asset Managment, Hedge Funds, Retirement Planning, Trading, Wealth Management
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
University of Hartford 1998 — 2002
Bachelors of Science, Economics/Finance
SSDS 1994 — 1998
High School diploma
Steven Friedrich Steven Friedrich's Neuberger Berman Experience 2010 - 2010
Job Senior Consultant, Corporate Finance / Restructuring at FTI Consulting
Industry Higher Education
Experience
FTI Consulting 2013 - Present
Perella Weinberg Partners 2012 - 2013
Barclays Capital 2011 - 2011
Neuberger Berman 2010 - 2010
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration, Finance & Accounting
FTI Consulting 2013 - Present
Perella Weinberg Partners 2012 - 2013
Barclays Capital 2011 - 2011
Neuberger Berman 2010 - 2010
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration, Finance & Accounting
elizabeth reagan's Neuberger Berman Experience 2002 - Present
Job Product Specialist at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman 2002 - Present
Cohen & Steers 1987 - 2002
US Trust 1986 - 1987
Skills
Series 7, Mutual Funds, Asset Management, Equities, Investments, Asset Managment
Education
Fordham University - Graduate School of Business Administration 1989 — 1991
MBA, finance
Fordham University 1980 — 1984
BA, Psychology/Elementary Education
Neuberger Berman 2002 - Present
Cohen & Steers 1987 - 2002
US Trust 1986 - 1987
Skills
Series 7, Mutual Funds, Asset Management, Equities, Investments, Asset Managment
Education
Fordham University - Graduate School of Business Administration 1989 — 1991
MBA, finance
Fordham University 1980 — 1984
BA, Psychology/Elementary Education
Sean Gillooley, CIMA® Sean Gillooley, CIMA®'s Neuberger Berman Experience January 1996 - May 2000
Job Regional Director, New York City at Principal Funds
Industry Investment Management
Experience
Principal Funds Distributor, Inc. March 2010 - Present
Cohen & Steers August 2009 - February 2010
BlackRock November 2000 - March 2009
Neuberger Berman January 1996 - May 2000
Skills
Alternative Investments, Mutual Funds, Series 7, Investments, Asset Management, Hedge Funds, Investment Management, CIMA, Wealth Management, seperate managed...
Education
University of Pennsylvania - The Wharton School 2007 — 2008
CIMA, Certified Investment Management Analyst Certification Program
Fordham University
BS, Marketing
Xavier, High School
Principal Funds Distributor, Inc. March 2010 - Present
Cohen & Steers August 2009 - February 2010
BlackRock November 2000 - March 2009
Neuberger Berman January 1996 - May 2000
Skills
Alternative Investments, Mutual Funds, Series 7, Investments, Asset Management, Hedge Funds, Investment Management, CIMA, Wealth Management, seperate managed...
Education
University of Pennsylvania - The Wharton School 2007 — 2008
CIMA, Certified Investment Management Analyst Certification Program
Fordham University
BS, Marketing
Xavier, High School
Donna Jo Fuller Donna Jo Fuller's Neuberger Berman Experience September 2011 - Present
Job RFP Writer at Neuberger Berman
Industry Writing and Editing
Experience
Neuberger Berman September 2011 - Present
Neuberger Berman June 2011 - September 2011
Demand Media March 2011 - September 2011
Multiple February 2011 - September 2011
GSAM November 2007 - October 2010
Lerner Publishing Group 2003 - 2006
Goldman Sachs Asset Management August 1996 - November 2004
Avon Books, Hearst Corporation November 1991 - November 1993
American Drama Group Europe September 1988 - December 1992
Riverside Shakespeare 1985 - 1992
Skills
Editing, Research, Mutual Funds, Editorial, Publishing, Books, Copywriting, Marketing Communications, Corporate Communications, Social Media, Marketing, Public Relations, Proofreading, Newsletters, Online Advertising, Public Speaking, Event Planning, Copy Editing, Blogging, Project Management
Education
Fordham University 1976 — 1978
B.A., English Literature
Queens College, CUNY 1973 — 1976
B.A., Theatre and English
Christ the King Regional High School 1969 — 1973
Robert H. Goddard Jr. High School 202 1967 — 1969
Neuberger Berman September 2011 - Present
Neuberger Berman June 2011 - September 2011
Demand Media March 2011 - September 2011
Multiple February 2011 - September 2011
GSAM November 2007 - October 2010
Lerner Publishing Group 2003 - 2006
Goldman Sachs Asset Management August 1996 - November 2004
Avon Books, Hearst Corporation November 1991 - November 1993
American Drama Group Europe September 1988 - December 1992
Riverside Shakespeare 1985 - 1992
Skills
Editing, Research, Mutual Funds, Editorial, Publishing, Books, Copywriting, Marketing Communications, Corporate Communications, Social Media, Marketing, Public Relations, Proofreading, Newsletters, Online Advertising, Public Speaking, Event Planning, Copy Editing, Blogging, Project Management
Education
Fordham University 1976 — 1978
B.A., English Literature
Queens College, CUNY 1973 — 1976
B.A., Theatre and English
Christ the King Regional High School 1969 — 1973
Robert H. Goddard Jr. High School 202 1967 — 1969
Adam Cymbler Adam Cymbler's Neuberger Berman Experience March 2012 - Present
Job Senior Vice President, Institutional Product Management & Marketing at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman March 2012 - Present
Allianz Global Investors Capital August 2007 - March 2012
The Reserve Funds March 2006 - August 2007
Citigroup Asset Management April 2004 - March 2006
Goldman Sachs Asset Management January 2000 - April 2002
J.P. Morgan Investment Management 1997 - 2000
Skills
Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, Financial Services, Investments, Marketing, Marketing Communications, FINRA, Equities, Relationship Management, Product Marketing, Product Management, Portfolio Management, Series 7, Bloomberg, Securities, Asset Managment, Banking, Series 63, Series 24, Wealth Management
Education
Dowling College 2000 — 2002
MBA, Finance
Hofstra University 1993 — 1997
BBA, Banking & Finance
Neuberger Berman March 2012 - Present
Allianz Global Investors Capital August 2007 - March 2012
The Reserve Funds March 2006 - August 2007
Citigroup Asset Management April 2004 - March 2006
Goldman Sachs Asset Management January 2000 - April 2002
J.P. Morgan Investment Management 1997 - 2000
Skills
Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, Financial Services, Investments, Marketing, Marketing Communications, FINRA, Equities, Relationship Management, Product Marketing, Product Management, Portfolio Management, Series 7, Bloomberg, Securities, Asset Managment, Banking, Series 63, Series 24, Wealth Management
Education
Dowling College 2000 — 2002
MBA, Finance
Hofstra University 1993 — 1997
BBA, Banking & Finance
Daniel Toner Daniel Toner's Neuberger Berman Experience June 1991 - June 1992
Job Director, Employee Benefits at FFP Insurance Services
Industry Insurance
Experience
FFP Insurance Services September 2001 - Present
Great-West Financial September 1998 - September 2001
Anthem Health (Formerly Home Life) June 1995 - September 1998
Anthem Health (Formerly Home Life) January 1994 - June 1995
Anthem Health (Formerly Home Life) June 1992 - January 1994
Neuberger Berman June 1991 - June 1992
Skills
Benefits Administration, Workers Compensation, Pensions, Employee Relations, Performance Management, Medicare Advantage, Medicare Prescription..., Senior Products, High Deductible Health..., Section 125 Plans, Voluntary Employee..., Employee Benefits Design, 5500s, Health Insurance, Health Savings Accounts, Vision Insurance, Claim, Customer Service, Flexible Spending..., Group Insurance, Health Care Reform, Self-funded, Employee Benefits, Disability Insurance, Insurance, Life Insurance, Sales, Management, Term Life Insurance, Long-term Care, Medicare, Small Business, Fixed Annuities, Healthcare
Education
Fordham University 1987 — 1991
BA, Communication and Media Studies
Xavier High School 1984 — 1987
FFP Insurance Services September 2001 - Present
Great-West Financial September 1998 - September 2001
Anthem Health (Formerly Home Life) June 1995 - September 1998
Anthem Health (Formerly Home Life) January 1994 - June 1995
Anthem Health (Formerly Home Life) June 1992 - January 1994
Neuberger Berman June 1991 - June 1992
Skills
Benefits Administration, Workers Compensation, Pensions, Employee Relations, Performance Management, Medicare Advantage, Medicare Prescription..., Senior Products, High Deductible Health..., Section 125 Plans, Voluntary Employee..., Employee Benefits Design, 5500s, Health Insurance, Health Savings Accounts, Vision Insurance, Claim, Customer Service, Flexible Spending..., Group Insurance, Health Care Reform, Self-funded, Employee Benefits, Disability Insurance, Insurance, Life Insurance, Sales, Management, Term Life Insurance, Long-term Care, Medicare, Small Business, Fixed Annuities, Healthcare
Education
Fordham University 1987 — 1991
BA, Communication and Media Studies
Xavier High School 1984 — 1987
Ted O'Neill Ted O'Neill's Neuberger Berman Experience March 2010 - September 2010
Job Client Executive, IBM
Industry Financial Services
Experience
IBM May 2014 - Present
EquaMetrics January 2014 - May 2014
EquaMetrics April 2013 - January 2014
Family Office Asset Manager January 2010 - 2011
Neuberger Berman March 2010 - September 2010
Skills
Financial Modeling, Valuation, Entrepreneurship, Bloomberg, Risk Management, Options, Equities, Portfolio Management, DevOps, Financial Analysis, Data Analysis, Start-ups, Business Analytics
Education
Fordham Gabelli School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance, 3.7
Trinity College-Hartford 2004 — 2008
Bachelor's degree, History
Kent School, Kent, CT 2001 — 2004
High School
IBM May 2014 - Present
EquaMetrics January 2014 - May 2014
EquaMetrics April 2013 - January 2014
Family Office Asset Manager January 2010 - 2011
Neuberger Berman March 2010 - September 2010
Skills
Financial Modeling, Valuation, Entrepreneurship, Bloomberg, Risk Management, Options, Equities, Portfolio Management, DevOps, Financial Analysis, Data Analysis, Start-ups, Business Analytics
Education
Fordham Gabelli School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance, 3.7
Trinity College-Hartford 2004 — 2008
Bachelor's degree, History
Kent School, Kent, CT 2001 — 2004
High School
Bartholomew Baptista's Neuberger Berman Experience 2000 — 2003
Job Digital & Integrated Marketing | Brand Strategy | Emerging Technology | Product Management
Industry Marketing and Advertising
Experience
American Express May 2006 — 2015
Phoenix Marketing International 2006 — 2006
Citigroup 2003 — 2004
Neuberger Berman 2000 — 2003
Sullivan NYC 2017 — Present
Citi 2015 — 2017
Skills
Advertising, B2B Marketing, Competitive Analysis, Customer Acquisition, Digital Marketing, Emerging Technologies, Integrated Marketing, Mobile Marketing, Multi-Channel Marketing, New Business Development, Product Marketing, Segmentation, Strategy, Lead Generation, Marketing, Analytics, Marketing Strategy, CRM, Cross-functional Team..., Management, Marketing Communications, Mobile Devices, Market Research, B2B, Product Launch, Strategic Partnerships, Strategic Planning, Business Development, Leadership
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Dual Concentration: Marketing and Media Communications
University of California, Santa Barbara 1990 — 1995
BA, Dance & Political Science with International Relations
American Express May 2006 — 2015
Phoenix Marketing International 2006 — 2006
Citigroup 2003 — 2004
Neuberger Berman 2000 — 2003
Sullivan NYC 2017 — Present
Citi 2015 — 2017
Skills
Advertising, B2B Marketing, Competitive Analysis, Customer Acquisition, Digital Marketing, Emerging Technologies, Integrated Marketing, Mobile Marketing, Multi-Channel Marketing, New Business Development, Product Marketing, Segmentation, Strategy, Lead Generation, Marketing, Analytics, Marketing Strategy, CRM, Cross-functional Team..., Management, Marketing Communications, Mobile Devices, Market Research, B2B, Product Launch, Strategic Partnerships, Strategic Planning, Business Development, Leadership
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Dual Concentration: Marketing and Media Communications
University of California, Santa Barbara 1990 — 1995
BA, Dance & Political Science with International Relations
Dani Schwell's Neuberger Berman Experience February 2010 - Present
Job Graphic Designer at Neuberger Berman
Industry Graphic Design
Experience
Neuberger Berman February 2010 - Present
Hans Kung Associates November 2008 - April 2009
Jack Morton Worldwide 2009 - 2009
Starfish Brand Experience Design August 2007 - December 2007
JPMorgan Chase March 2007 - July 2007
Eric Cohen Books September 2005 - July 2006
Negev Direct Marketing 2005 - 2006
OppenheimerFunds, Inc. August 1999 - May 2005
Skills
Graphic Design, Photoshop, Direct Mail, InDesign, Illustrator, Art Direction, Adobe Acrobat, Email Marketing, Adobe Creative Suite, Advertising, Layout, Dreamweaver, Graphics
Education
Fashion Institute of Technology 1997 — 2000
Bachelor of Fine Arts Degree, Graphic Design
Fashion Institute of Technology 1997 — 2000
Associate in Applied Science Degree, Advertising Design
Nassau Community College 1995 — 1997
Associate in Applied Science Degree, Commercial Arts
Neuberger Berman February 2010 - Present
Hans Kung Associates November 2008 - April 2009
Jack Morton Worldwide 2009 - 2009
Starfish Brand Experience Design August 2007 - December 2007
JPMorgan Chase March 2007 - July 2007
Eric Cohen Books September 2005 - July 2006
Negev Direct Marketing 2005 - 2006
OppenheimerFunds, Inc. August 1999 - May 2005
Skills
Graphic Design, Photoshop, Direct Mail, InDesign, Illustrator, Art Direction, Adobe Acrobat, Email Marketing, Adobe Creative Suite, Advertising, Layout, Dreamweaver, Graphics
Education
Fashion Institute of Technology 1997 — 2000
Bachelor of Fine Arts Degree, Graphic Design
Fashion Institute of Technology 1997 — 2000
Associate in Applied Science Degree, Advertising Design
Nassau Community College 1995 — 1997
Associate in Applied Science Degree, Commercial Arts
Patrick Lomelo's Neuberger Berman Experience October 2014 - Present
Job Global Head of Operations at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2014 - Present
JP Morgan Asset Management April 2006 - Present
JPMorgan Chase January 2012 - June 2013
JPMorgan Chase September 2009 - January 2012
Prudential Insurance June 1995 - November 1997
Skills
Asset Management, Management, Equities, Fixed Income, Hedge Funds, Derivatives, Investments, Securities, Capital Markets, Portfolio Management, Mutual Funds, Alternative Investments, Financial Services
Education
Fairleigh Dickinson University 1997 — 2000
MBA, Business
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
BS, Finance
Neuberger Berman October 2014 - Present
JP Morgan Asset Management April 2006 - Present
JPMorgan Chase January 2012 - June 2013
JPMorgan Chase September 2009 - January 2012
Prudential Insurance June 1995 - November 1997
Skills
Asset Management, Management, Equities, Fixed Income, Hedge Funds, Derivatives, Investments, Securities, Capital Markets, Portfolio Management, Mutual Funds, Alternative Investments, Financial Services
Education
Fairleigh Dickinson University 1997 — 2000
MBA, Business
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
BS, Finance
Jamie Iselin's Neuberger Berman Experience 2006 - Present
Job Managing DirectorHead of Municipal Fixed Income at Neuberger Berman
Industry Financial Services
Experience
Lehman Brother Managing DirectorNeuberger BermanJuly 2006 - Present
Neuberger Berman 2006 - Present
Education
Denison University 1989 — 1993
Lehman Brother Managing DirectorNeuberger BermanJuly 2006 - Present
Neuberger Berman 2006 - Present
Education
Denison University 1989 — 1993
Srini Vijay, CFA's Neuberger Berman Experience 2007 - Present
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger berman 2007 - Present
Neuberger Berman/Lehman Brothers 2003 - Present
HDFC Bank April 1998 - June 2001
Education
CFA Institute 2002 — 2006
CFA
Institute Of Chartered Accounts Of India 1994 — 1997
A.C.A, Accounting
Fordham Gabelli School of Business
MBA
SPV
Neuberger berman 2007 - Present
Neuberger Berman/Lehman Brothers 2003 - Present
HDFC Bank April 1998 - June 2001
Education
CFA Institute 2002 — 2006
CFA
Institute Of Chartered Accounts Of India 1994 — 1997
A.C.A, Accounting
Fordham Gabelli School of Business
MBA
SPV
John D. Abendroth's Neuberger Berman Experience April 2009 - Present
Job Senior Trader Leveraged Finance
Industry Investment Management
Experience
Neuberger Berman April 2009 - Present
Lehman Brothers Asset Mgmt March 2004 - April 2009
Northern Trust Global Investments June 1998 - March 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, International Marketing & Finance
Washington State University 1983 — 1988
Bachelor of Arts, Business Administration
Neuberger Berman April 2009 - Present
Lehman Brothers Asset Mgmt March 2004 - April 2009
Northern Trust Global Investments June 1998 - March 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, International Marketing & Finance
Washington State University 1983 — 1988
Bachelor of Arts, Business Administration
Thomas DeAngelis's Neuberger Berman Experience October 2003 - December 2008
Job Head of US & Asia Marketing & Investor Relations
Industry Financial Services
Experience
Balyasny Asset Management L.P. December 2008 - Present
Neuberger Berman October 2003 - December 2008
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance
The College of New Jersey 1999 — 2003
BS, Business Administration
Balyasny Asset Management L.P. December 2008 - Present
Neuberger Berman October 2003 - December 2008
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance
The College of New Jersey 1999 — 2003
BS, Business Administration
navira ali's Neuberger Berman Experience 2006 - Present
Job Client Admin at Lehman Brothers
Industry Financial Services
Experience
Neuberger Berman 2006 - Present
Quad/Graphics 2004 - Present
Education
Skidmore College 2000 — 2004
Fordham Gabelli School of Business
Neuberger Berman 2006 - Present
Quad/Graphics 2004 - Present
Education
Skidmore College 2000 — 2004
Fordham Gabelli School of Business
Sandra Hahn-Colbert, CFA, CIPM's Neuberger Berman Experience 1993 - 2007
Job Director of Performance, Risk Analytics and Operations at O'Shaughnessy Asset Management
Industry Financial Services
Experience
O'Shaughnessy Asset Management 2007 - Present
Neuberger Berman 1993 - 2007
Skills
Asset, Asset Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, Investments, Performance Measurement, Hedge Funds, Asset Allocation, Options, Portfolio Management, Investment Management, Financial Analysis, Management, Bloomberg, Derivatives, Capital Markets, Securities, Financial Markets
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Finance
Siena College 1981 — 1985
O'Shaughnessy Asset Management 2007 - Present
Neuberger Berman 1993 - 2007
Skills
Asset, Asset Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, Investments, Performance Measurement, Hedge Funds, Asset Allocation, Options, Portfolio Management, Investment Management, Financial Analysis, Management, Bloomberg, Derivatives, Capital Markets, Securities, Financial Markets
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Finance
Siena College 1981 — 1985
Fanny Chang's Neuberger Berman Experience March 2007 - February 2013
Job Seniro Software Egineer at Health Resources Aliance
Industry Investment Management
Experience
Health Resources Aliance February 2013 - Present
Neuberger Berman March 2007 - February 2013
Lehman Brothers March 2007 - September 2009
Northern Trust March 2005 - March 2007
Skills
Data Warehousing, SDLC, Unix, Agile Methodologies, SQL, Java
Education
DePaul University 2000 — 2003
Master's degree, Computer Science
University of Illinois at Chicago 1996 — 1999
Bachelor's degree, Computer Science
Health Resources Aliance February 2013 - Present
Neuberger Berman March 2007 - February 2013
Lehman Brothers March 2007 - September 2009
Northern Trust March 2005 - March 2007
Skills
Data Warehousing, SDLC, Unix, Agile Methodologies, SQL, Java
Education
DePaul University 2000 — 2003
Master's degree, Computer Science
University of Illinois at Chicago 1996 — 1999
Bachelor's degree, Computer Science
Christina O'Reilly's Neuberger Berman Experience 2001 - 2003
Job Director of Accounting Services at Health Care Navigator, LLC
Industry Accounting
Experience
Health Care Navigator January 2014 - Present
Greater New York Hospital Association March 2013 - December 2013
National Realty & Development Corp. March 2008 - March 2013
Stone Tower Capital October 2007 - January 2008
Medallion Financial March 2006 - September 2007
ProcureStaff 2003 - 2004
Neuberger Berman 2001 - 2003
Morgan Stanley October 1999 - April 2001
Deloitte & Touche 1998 - 1999
Skills
Financial Analysis, Financial Modeling, Accounting, Internal Controls, Finance, Mergers & Acquisitions, Analysis, Account Reconciliation, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Financial Statements, GAAP, US GAAP, Variance Analysis, Auditing
Education
Fairfield University 1994 — 1998
Bachelor of Science, Accounting
John F. Kennedy Catholic High School
Health Care Navigator January 2014 - Present
Greater New York Hospital Association March 2013 - December 2013
National Realty & Development Corp. March 2008 - March 2013
Stone Tower Capital October 2007 - January 2008
Medallion Financial March 2006 - September 2007
ProcureStaff 2003 - 2004
Neuberger Berman 2001 - 2003
Morgan Stanley October 1999 - April 2001
Deloitte & Touche 1998 - 1999
Skills
Financial Analysis, Financial Modeling, Accounting, Internal Controls, Finance, Mergers & Acquisitions, Analysis, Account Reconciliation, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Financial Statements, GAAP, US GAAP, Variance Analysis, Auditing
Education
Fairfield University 1994 — 1998
Bachelor of Science, Accounting
John F. Kennedy Catholic High School
Jennifer W. Hamilton's Neuberger Berman Experience January 2015 - Present
Job Business Technologist at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2015 - Present
RBS Markets & International Banking August 2011 - December 2014
The Private Bank And Trust Company December 2009 - June 2010
RBS Global Banking & Markets June 2008 - August 2009
ABN AMRO Bank September 2006 - December 2007
ABN AMRO 2004 - 2006
Skills
Foreign Exchange, Interest Rate..., Fixed Income, Banking, Financial Markets, Trading, Leadership, Management, Strategic Planning, Financial Risk, Investment Banking, Risk Management, Outsourcing, Project Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance and International Business
DePaul University
Bachelor of Science (BS), Finance and Operations Management
Neuberger Berman January 2015 - Present
RBS Markets & International Banking August 2011 - December 2014
The Private Bank And Trust Company December 2009 - June 2010
RBS Global Banking & Markets June 2008 - August 2009
ABN AMRO Bank September 2006 - December 2007
ABN AMRO 2004 - 2006
Skills
Foreign Exchange, Interest Rate..., Fixed Income, Banking, Financial Markets, Trading, Leadership, Management, Strategic Planning, Financial Risk, Investment Banking, Risk Management, Outsourcing, Project Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance and International Business
DePaul University
Bachelor of Science (BS), Finance and Operations Management
Janet. Mariconti's Neuberger Berman Experience 1990 - 2002
Job Senior Vice President Envestnet | WMS
Industry Financial Services
Experience
Envestnet WMS July 2013 - Present
Prudential Financial 2002 - Present
Prudential September 2002 - June 2013
The Money Management Institute 2000 - 2009
Neuberger Berman 1990 - 2002
Skills
Series 7, Wealth Management, Series 63, Asset Management, Series 24, Series 65, Relationship Management
Education
Fordham Gabelli School of Business 1990 — 1993
Envestnet WMS July 2013 - Present
Prudential Financial 2002 - Present
Prudential September 2002 - June 2013
The Money Management Institute 2000 - 2009
Neuberger Berman 1990 - 2002
Skills
Series 7, Wealth Management, Series 63, Asset Management, Series 24, Series 65, Relationship Management
Education
Fordham Gabelli School of Business 1990 — 1993
Tony Maltese's Neuberger Berman Experience August 2000 - Present
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman August 2000 - Present
Smith Barney August 1993 - March 1998
Lehman Brothers October 1989 - August 1993
Skills
Alternative Investments, Hedge Funds, Bloomberg, ETFs, Private Equity, Financial Services, Trading, Series 24, Derivatives, Financial Modeling, Financial Markets, FINRA, Emerging Markets, Investment Banking, Equity Trading, Separately Managed..., Series 7, Series 63
Education
Drew University 1979 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Neuberger Berman August 2000 - Present
Smith Barney August 1993 - March 1998
Lehman Brothers October 1989 - August 1993
Skills
Alternative Investments, Hedge Funds, Bloomberg, ETFs, Private Equity, Financial Services, Trading, Series 24, Derivatives, Financial Modeling, Financial Markets, FINRA, Emerging Markets, Investment Banking, Equity Trading, Separately Managed..., Series 7, Series 63
Education
Drew University 1979 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Richard Korzenko's Neuberger Berman Experience October 2008 - August 2010
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America July 2011 - Present
Barclays Wealth August 2010 - July 2011
Neuberger Berman October 2008 - August 2010
Lehman Brothers June 2004 - October 2008
UBS Financial Services Inc. 2000 - 2004
Skills
Investment Banking, Prime Brokerage, Capital Markets, Wealth Management, Securities, Asset Managment, Financial Services, Enterprise Architecture, Business Analysis, Risk Management, SDLC, Hedge Funds, Banking, Investments, Technology Integration, IT Management, IT Infrastructure..., Master Data Management, Application Architecture, Program Management, Management, Asset Management, Project Management
Education
Stevens Institute of Technology 2002 — 2004
MS, Information Systems
Farmingdale State University of New York 1999 — 1999
Continuing Education, Business Computer Systems, 4.0
Stony Brook University 1993 — 1997
Bachelor of Arts (B.A.), Sociology
Bank of America July 2011 - Present
Barclays Wealth August 2010 - July 2011
Neuberger Berman October 2008 - August 2010
Lehman Brothers June 2004 - October 2008
UBS Financial Services Inc. 2000 - 2004
Skills
Investment Banking, Prime Brokerage, Capital Markets, Wealth Management, Securities, Asset Managment, Financial Services, Enterprise Architecture, Business Analysis, Risk Management, SDLC, Hedge Funds, Banking, Investments, Technology Integration, IT Management, IT Infrastructure..., Master Data Management, Application Architecture, Program Management, Management, Asset Management, Project Management
Education
Stevens Institute of Technology 2002 — 2004
MS, Information Systems
Farmingdale State University of New York 1999 — 1999
Continuing Education, Business Computer Systems, 4.0
Stony Brook University 1993 — 1997
Bachelor of Arts (B.A.), Sociology
Lakshman Easwaran's Neuberger Berman Experience March 2008 - Present
Job Senior Vice President at Neuberger Berman LLC
Industry Capital Markets
Experience
Neuberger Berman March 2008 - Present
Lehman Brothers August 2004 - March 2008
ICICI Prudential AMC Ltd. 1998 - 1999
SBI Funds Management 1994 - 1998
SBI Mutual Fund 1994 - 1998
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, Alternative Investments, Derivatives, Prime Brokerage, Series 7, Portfolio Management, Bloomberg
Education
Duke University - The Fuqua School of Business 1999 — 2004
PhD, Finance
Indian Institute of Management, Calcutta 1992 — 1994
MBA, Finance
Indian Institute of Technology, Bombay 1986 — 1990
BTech, Electrical Engineering
Neuberger Berman March 2008 - Present
Lehman Brothers August 2004 - March 2008
ICICI Prudential AMC Ltd. 1998 - 1999
SBI Funds Management 1994 - 1998
SBI Mutual Fund 1994 - 1998
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, Alternative Investments, Derivatives, Prime Brokerage, Series 7, Portfolio Management, Bloomberg
Education
Duke University - The Fuqua School of Business 1999 — 2004
PhD, Finance
Indian Institute of Management, Calcutta 1992 — 1994
MBA, Finance
Indian Institute of Technology, Bombay 1986 — 1990
BTech, Electrical Engineering
Tod Burnaw's Neuberger Berman Experience October 1997 - March 2003
Job Director at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors, LLC January 2007 - Present
FFIC 2006 - 2006
US Bank 2003 - 2005
Neuberger Berman October 1997 - March 2003
Skills
Mutual Funds, Investments, Marketing, Financial Services, Sales, Financial Advisory, Wealth Management, Asset Management, Equities
Education
Dowling College
Economics / Social Science
PNC Capital Advisors, LLC January 2007 - Present
FFIC 2006 - 2006
US Bank 2003 - 2005
Neuberger Berman October 1997 - March 2003
Skills
Mutual Funds, Investments, Marketing, Financial Services, Sales, Financial Advisory, Wealth Management, Asset Management, Equities
Education
Dowling College
Economics / Social Science
Shaurja Ray's Neuberger Berman Experience July 2010 - February 2011
Job Helius Holdings CoFounder, Entrepreneur, and Franchise Developer
Industry Venture Capital & Private Equity
Experience
Helius Holdings Inc. March 2014 - Present
J.P. Morgan March 2011 - February 2014
Neuberger Berman July 2010 - February 2011
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities June 2007 - June 2009
SunTrust Robinson Humphrey May 2006 - August 2006
Skills
Financial Modeling, Equity Valuation, M&A experience, Bloomberg, Financial Statement..., Investments, Financial Analysis, Due Diligence, Value Investing, Capital Structure, Entrepreneurship, Fundraising, Startup Development, Real Estate Development, Construction Management, Small Business
Education
Emory University 2004 — 2007
B.A., Double Major in Economics & Mathematics
Helius Holdings Inc. March 2014 - Present
J.P. Morgan March 2011 - February 2014
Neuberger Berman July 2010 - February 2011
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities June 2007 - June 2009
SunTrust Robinson Humphrey May 2006 - August 2006
Skills
Financial Modeling, Equity Valuation, M&A experience, Bloomberg, Financial Statement..., Investments, Financial Analysis, Due Diligence, Value Investing, Capital Structure, Entrepreneurship, Fundraising, Startup Development, Real Estate Development, Construction Management, Small Business
Education
Emory University 2004 — 2007
B.A., Double Major in Economics & Mathematics
Donna Angus's Neuberger Berman Experience 1998 - 2002
Job President at Appel Associates
Industry Financial Services
Experience
Appel Associates April 2002 - Present
Neuberger Berman 1998 - 2002
Education
Dowling College 1993 — 1996
BAS, Psychology/Management
Appel Associates April 2002 - Present
Neuberger Berman 1998 - 2002
Education
Dowling College 1993 — 1996
BAS, Psychology/Management
Stacy Dawkins's Neuberger Berman Experience October 1999 - July 2000
Job Client Relationship Manager at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions April 2013 - Present
Continental Stock Transfer & Trust Company December 2011 - April 2013
The Bank of New York Mellon July 2000 - April 2008
Neuberger Berman October 1999 - July 2000
Equiserve October 1993 - October 1999
Skills
Corporate Actions, Securities, Management, Analysis, Relationship Management, Financial Services, Mutual Funds, Equities, Investment Banking, Business Development, Mergers & Acquisitions, Risk Management, Investments, Banking
Education
Fisk University
Bachelor of Arts, Political Science
Broadridge Financial Solutions April 2013 - Present
Continental Stock Transfer & Trust Company December 2011 - April 2013
The Bank of New York Mellon July 2000 - April 2008
Neuberger Berman October 1999 - July 2000
Equiserve October 1993 - October 1999
Skills
Corporate Actions, Securities, Management, Analysis, Relationship Management, Financial Services, Mutual Funds, Equities, Investment Banking, Business Development, Mergers & Acquisitions, Risk Management, Investments, Banking
Education
Fisk University
Bachelor of Arts, Political Science
Kim Flynn's Neuberger Berman Experience 2000 - 2001
Job Executive Assistant at Barclays
Industry Financial Services
Experience
Barclays Capital May 2000 - Present
Neuberger Berman 2000 - 2001
Triarc Companies Inc. March 1999 - May 2000
Skills
Outlook, Corporate Development, Administrative..., Microsoft Excel, Investment Banking, Access, Telephone Skills, Microsoft Word, Microsoft Office, Office Management, PowerPoint, Administrative..., Financial Analysis
Education
Farmingdale State College
Barclays Capital May 2000 - Present
Neuberger Berman 2000 - 2001
Triarc Companies Inc. March 1999 - May 2000
Skills
Outlook, Corporate Development, Administrative..., Microsoft Excel, Investment Banking, Access, Telephone Skills, Microsoft Word, Microsoft Office, Office Management, PowerPoint, Administrative..., Financial Analysis
Education
Farmingdale State College
Michelle May's Neuberger Berman Experience March 2012 - January 2013
Job Head of Marketing: Alternative Investments and Investment Products at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Neuberger Berman March 2012 - January 2013
Morgan Stanley Smith Barney March 2007 - April 2012
Citigroup February 2005 - February 2007
Citigroup June 2002 - February 2005
Skills
Alternative Investments, Series 7, Series 24, Hedge Funds, Mutual Funds, Wealth Management, Asset Allocation, Investments, Asset Managment
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance / Marketing
Lehigh University - College of Business and Economics 1989 — 1993
BS, Finance
WWHS
Morgan Stanley Wealth Management May 2013 - Present
Neuberger Berman March 2012 - January 2013
Morgan Stanley Smith Barney March 2007 - April 2012
Citigroup February 2005 - February 2007
Citigroup June 2002 - February 2005
Skills
Alternative Investments, Series 7, Series 24, Hedge Funds, Mutual Funds, Wealth Management, Asset Allocation, Investments, Asset Managment
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance / Marketing
Lehigh University - College of Business and Economics 1989 — 1993
BS, Finance
WWHS
Jamie Horn's Neuberger Berman Experience July 2008 - October 2010
Job Municipal Portfolio Specialist at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors December 2011 - Present
UBS Wealth Management October 2010 - December 2011
Neuberger Berman July 2008 - October 2010
Robeco Investment Management January 2006 - July 2008
Alliance Capital Management 2000 - 2006
Skills
Asset Allocation, Securities, Relationship Management, Wealth Management, Mutual Funds, Municipalities, Bonds, Fixed Income, Portfolio Management, Series 7, Series 63, Separately Managed...
Education
Fordham Gabelli School of Business 2005 — 2009
MBA, Finance and Marketing
Lehigh University - College of Business and Economics 1995 — 1999
BS, Finance
Aspen High School
Aspen High School
PNC Capital Advisors December 2011 - Present
UBS Wealth Management October 2010 - December 2011
Neuberger Berman July 2008 - October 2010
Robeco Investment Management January 2006 - July 2008
Alliance Capital Management 2000 - 2006
Skills
Asset Allocation, Securities, Relationship Management, Wealth Management, Mutual Funds, Municipalities, Bonds, Fixed Income, Portfolio Management, Series 7, Series 63, Separately Managed...
Education
Fordham Gabelli School of Business 2005 — 2009
MBA, Finance and Marketing
Lehigh University - College of Business and Economics 1995 — 1999
BS, Finance
Aspen High School
Aspen High School
Douglas J. Miller's Neuberger Berman Experience March 2000 - May 2004
Job Network Engineer at WashingtonFirst Bank
Industry Information Technology and Services
Experience
WashingtonFirst Bank December 2013 - Present
Northern Virginia Community College 2013 - 2015
Northern Virginia Community College 2013 - 2015
Northern Virginia Community College 2013 - 2015
I-CARE, INC July 2013 - August 2013
Road Runner Sports May 2012 - July 2013
REI November 2011 - May 2012
Tradeware August 2007 - May 2010
Lehman Brothers April 2004 - December 2006
Neuberger Berman March 2000 - May 2004
Skills
Cisco Technologies, VPN, Network Security, Data Center, TCP/IP, Disaster Recovery, Switches, Firewalls, Networking, Vendor Management, Security, Market Data, MPLS, National Academy of..., Team Leadership, Sales, Low Latency, Trading Systems, Exchange Connectivity, Network Engineering, BGP, LAN-WAN, Troubleshooting, Cyber-security, IPS, Wireshark, Nessus, Nmap, Routing, Information Security, Cisco Routers, Computer Security, Infrastructure, EIGRP, Network Administration
Education
Northern Virginia Community College 2013 — 2015
Associate of Science (AS), Information Technology, 3.8 GPA
Northern Virginia Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), CyberSecurity, 3.8 GPA
Dover Business College 1996 — 1996
Certification, Computer Systems Networking and Telecommunications, 4.0
WashingtonFirst Bank December 2013 - Present
Northern Virginia Community College 2013 - 2015
Northern Virginia Community College 2013 - 2015
Northern Virginia Community College 2013 - 2015
I-CARE, INC July 2013 - August 2013
Road Runner Sports May 2012 - July 2013
REI November 2011 - May 2012
Tradeware August 2007 - May 2010
Lehman Brothers April 2004 - December 2006
Neuberger Berman March 2000 - May 2004
Skills
Cisco Technologies, VPN, Network Security, Data Center, TCP/IP, Disaster Recovery, Switches, Firewalls, Networking, Vendor Management, Security, Market Data, MPLS, National Academy of..., Team Leadership, Sales, Low Latency, Trading Systems, Exchange Connectivity, Network Engineering, BGP, LAN-WAN, Troubleshooting, Cyber-security, IPS, Wireshark, Nessus, Nmap, Routing, Information Security, Cisco Routers, Computer Security, Infrastructure, EIGRP, Network Administration
Education
Northern Virginia Community College 2013 — 2015
Associate of Science (AS), Information Technology, 3.8 GPA
Northern Virginia Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), CyberSecurity, 3.8 GPA
Dover Business College 1996 — 1996
Certification, Computer Systems Networking and Telecommunications, 4.0
Erik Seaman's Neuberger Berman Experience 1999 - 2000
Job Portfolio Analytics and OMS Senior Sales Executive at Bloomberg
Industry Financial Services
Experience
Bloomberg December 2008 - Present
PricewaterhouseCoopers July 2007 - July 2008
BearingPoint Consulting October 2005 - June 2007
Tradeware September 2004 - August 2005
Thomson Financial June 2000 - June 2002
Neuberger Berman 1999 - 2000
Neuberger Berman 1999 - 2000
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance
Virginia Military Institute 1994 — 1998
BA, economics
Bloomberg December 2008 - Present
PricewaterhouseCoopers July 2007 - July 2008
BearingPoint Consulting October 2005 - June 2007
Tradeware September 2004 - August 2005
Thomson Financial June 2000 - June 2002
Neuberger Berman 1999 - 2000
Neuberger Berman 1999 - 2000
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance
Virginia Military Institute 1994 — 1998
BA, economics
Andrew Davalla's Neuberger Berman Experience October 2004 - February 2014
Job Counsel at Thompson Hine LLP
Industry Law Practice
Experience
Thompson Hine LLP March 2014 - Present
Neuberger Berman October 2004 - February 2014
Gabelli Asset Management June 2003 - October 2004
GAMCO Investors, Inc. 1997 - 2004
Gabelli & Company 1997 - 2004
Skills
Securities, Hedge Funds, Securities Regulation, Mutual Funds, Alternative Investments, Capital Markets, Private Equity, Investments, Equities, Due Diligence, Corporate Governance, Fixed Income, Asset Management, Investment Management, Financial Services
Education
Fordham University School of Law 1999 — 2003
JD
Fordham University 1995 — 1999
BA, Classical Languages
Saint Ignatius High School 1991 — 1995
Emerson 1988 — 1991
Thompson Hine LLP March 2014 - Present
Neuberger Berman October 2004 - February 2014
Gabelli Asset Management June 2003 - October 2004
GAMCO Investors, Inc. 1997 - 2004
Gabelli & Company 1997 - 2004
Skills
Securities, Hedge Funds, Securities Regulation, Mutual Funds, Alternative Investments, Capital Markets, Private Equity, Investments, Equities, Due Diligence, Corporate Governance, Fixed Income, Asset Management, Investment Management, Financial Services
Education
Fordham University School of Law 1999 — 2003
JD
Fordham University 1995 — 1999
BA, Classical Languages
Saint Ignatius High School 1991 — 1995
Emerson 1988 — 1991
Wai Lee's Neuberger Berman Experience May 2004 - Present
Job Global Head of Quantitative Investments and Senior Portfolio Manager, Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2004 - Present
Credit Suisse Asset Management 2000 - 2004
J.P. Morgan Investment Management 1996 - 2000
Harvard Business School 1994 - 1996
Skills
Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Investments, Derivatives, Capital Markets, Bloomberg
Education
Drexel University - LeBow College of Business 1988 — 1994
MBA, PhD, Finance
The University of Hong Kong 1984 — 1987
B.Sc. (Hon), Engineering
Neuberger Berman May 2004 - Present
Credit Suisse Asset Management 2000 - 2004
J.P. Morgan Investment Management 1996 - 2000
Harvard Business School 1994 - 1996
Skills
Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Investments, Derivatives, Capital Markets, Bloomberg
Education
Drexel University - LeBow College of Business 1988 — 1994
MBA, PhD, Finance
The University of Hong Kong 1984 — 1987
B.Sc. (Hon), Engineering
Kristin Coppola's Neuberger Berman Experience June 1998 - Present
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 1998 - Present
Sanford C. Bernstein June 1996 - May 1998
Skills
Thought Leadership, Market Data, Series 7, Alternative Investments, Asset Managment, Asset Management, Equities, Fixed Income, Wealth Management, Series 63, Investment Management, Series 24, FINRA, Securities, Mutual Funds
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Management
University at Albany, SUNY 1993 — 1995
BA, Psychology
Dowling College 1991 — 1992
Neuberger Berman June 1998 - Present
Sanford C. Bernstein June 1996 - May 1998
Skills
Thought Leadership, Market Data, Series 7, Alternative Investments, Asset Managment, Asset Management, Equities, Fixed Income, Wealth Management, Series 63, Investment Management, Series 24, FINRA, Securities, Mutual Funds
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Management
University at Albany, SUNY 1993 — 1995
BA, Psychology
Dowling College 1991 — 1992
Bill DeFabbia's Neuberger Berman Experience October 2014 - Present
Job National Account Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2014 - Present
Bank of New York Mellon 2005 - 2014
Credit Suisse 1998 - 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Financial Services, Equities, Fixed Income, Hedge Funds, Securities, Portfolio Management, Asset Management, Relationship Management, Investments, ETFs, Banking, Investment Management
Education
Fordham University - Graduate School of Business Administration
State University of New York at Buffalo
BA
Neuberger Berman October 2014 - Present
Bank of New York Mellon 2005 - 2014
Credit Suisse 1998 - 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Financial Services, Equities, Fixed Income, Hedge Funds, Securities, Portfolio Management, Asset Management, Relationship Management, Investments, ETFs, Banking, Investment Management
Education
Fordham University - Graduate School of Business Administration
State University of New York at Buffalo
BA
Carlos Rossell's Neuberger Berman Experience 1984 - 1989
Job Vice President at Madison Green Agency
Industry Wine and Spirits
Experience
Madison Green Agency January 2012 - Present
Blue Moon Mexican Cafe March 1989 - December 2011
FOX TV , ESPN International - ABC TV - MSG RADIO, SMartSports Inc. 1997 - 2006
Neuberger Berman 1984 - 1989
Skills
Business Planning, Business Strategy, Customer Service, Management, Sales, Hospitality Management, F&B Operations, F&B Management, Strategic Planning, Hospitality, Banquets, Restaurant Management, P&L Management, Brand Development, Marketing Strategy, Relationship Management, Brand Equity, Corporate Events, Multilingual, Wine & Spirits Industry, Wine Tasting, Wine Sales, Pricing, Pricing Strategy, Radio Broadcasting, Spanish, Sports Marketing, Sports Broadcasting, Voice Over, Radio Promotions, Trade Promotions, Entertainment, Professional Sports, New Business Development, Business Development, Nonprofits, Entrepreneurship, Celebrity Outreach, Creative Direction, Hiring, Skilled Multi-tasker, Staff Training, Equity Trading, Successful Business..., Owner-managed businesses, Ice Hockey, Fundraising, Volunteering, Fitness Training, Team Motivation
Education
Elmira College 1980 — 1984
Bachelor's Degree, Business Administration and Management, General
Madison Green Agency January 2012 - Present
Blue Moon Mexican Cafe March 1989 - December 2011
FOX TV , ESPN International - ABC TV - MSG RADIO, SMartSports Inc. 1997 - 2006
Neuberger Berman 1984 - 1989
Skills
Business Planning, Business Strategy, Customer Service, Management, Sales, Hospitality Management, F&B Operations, F&B Management, Strategic Planning, Hospitality, Banquets, Restaurant Management, P&L Management, Brand Development, Marketing Strategy, Relationship Management, Brand Equity, Corporate Events, Multilingual, Wine & Spirits Industry, Wine Tasting, Wine Sales, Pricing, Pricing Strategy, Radio Broadcasting, Spanish, Sports Marketing, Sports Broadcasting, Voice Over, Radio Promotions, Trade Promotions, Entertainment, Professional Sports, New Business Development, Business Development, Nonprofits, Entrepreneurship, Celebrity Outreach, Creative Direction, Hiring, Skilled Multi-tasker, Staff Training, Equity Trading, Successful Business..., Owner-managed businesses, Ice Hockey, Fundraising, Volunteering, Fitness Training, Team Motivation
Education
Elmira College 1980 — 1984
Bachelor's Degree, Business Administration and Management, General
Daisy Mui's Neuberger Berman Experience May 2009 - Present
Job
Industry Investment Management
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers 2007 - 2009
Education
Fordham University 2002 — 2006
BA, Journalism
Neuberger Berman May 2009 - Present
Lehman Brothers 2007 - 2009
Education
Fordham University 2002 — 2006
BA, Journalism
Ann O'Halloran's Neuberger Berman Experience July 2007 - March 2012
Job Vice President and Controller at Kramer Van Kirk Credit Strategies
Industry Financial Services
Experience
Kramer Van Kirk Credit Strategies April 2012 - Present
Neuberger Berman July 2007 - March 2012
LightPoint Capital March 2005 - July 2007
PPM America 2002 - March 2005
Heller Financial 2000 - 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
Kramer Van Kirk Credit Strategies April 2012 - Present
Neuberger Berman July 2007 - March 2012
LightPoint Capital March 2005 - July 2007
PPM America 2002 - March 2005
Heller Financial 2000 - 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
Malinda Hardenstine Ladd's Neuberger Berman Experience September 2006 - April 2007
Job Middle Office Data Integrity Specialist at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management July 2011 - Present
Citi April 2007 - July 2011
Neuberger Berman September 2006 - April 2007
Bloomberg June 2000 - September 2006
Education
Dickinson College 2000 — 2000
Pocono Mountain High School 1991 — 1995
JP Morgan Asset Management July 2011 - Present
Citi April 2007 - July 2011
Neuberger Berman September 2006 - April 2007
Bloomberg June 2000 - September 2006
Education
Dickinson College 2000 — 2000
Pocono Mountain High School 1991 — 1995
Lori Popp's Neuberger Berman Experience November 2005 - April 2012
Job Vice President, Loan Operations at Monroe Capital
Industry Financial Services
Experience
Monroe Capital May 2012 - Present
Neuberger Berman November 2005 - April 2012
Skills
Asset Managment, Asset Management, Capital Markets, Financial Modeling, Portfolio Management, Investment Banking, Investments, Alternative Investments
Education
Saint Xavier University 2003 — 2005
MBA, Management
DePaul University 1997 — 2001
Bachelor of Science in Commerce, Finance with a Minor in Math
Monroe Capital May 2012 - Present
Neuberger Berman November 2005 - April 2012
Skills
Asset Managment, Asset Management, Capital Markets, Financial Modeling, Portfolio Management, Investment Banking, Investments, Alternative Investments
Education
Saint Xavier University 2003 — 2005
MBA, Management
DePaul University 1997 — 2001
Bachelor of Science in Commerce, Finance with a Minor in Math
Brendan Potter's Neuberger Berman Experience April 2015 - Present
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2015 - Present
BNY Mellon November 2005 - Present
Citigroup 2004 - 2005
JP Morgan Investment Management 1991 - 2004
The Chase Manhattan Bank 1986 - 1991
Skills
Fixed Income, Equities, Hedge Funds, Derivatives, Securities, Asset Management, Alternative Investments, Capital Markets, Mutual Funds, Bloomberg, Investments, Portfolio Management, Asset Managment, Financial Markets, Trading Systems, Bonds, Middle Office, Relationship Management, Back Office, Financial Services
Education
Fairfield University 1982 — 1986
BS, Finance
Neuberger Berman April 2015 - Present
BNY Mellon November 2005 - Present
Citigroup 2004 - 2005
JP Morgan Investment Management 1991 - 2004
The Chase Manhattan Bank 1986 - 1991
Skills
Fixed Income, Equities, Hedge Funds, Derivatives, Securities, Asset Management, Alternative Investments, Capital Markets, Mutual Funds, Bloomberg, Investments, Portfolio Management, Asset Managment, Financial Markets, Trading Systems, Bonds, Middle Office, Relationship Management, Back Office, Financial Services
Education
Fairfield University 1982 — 1986
BS, Finance
Michael Visconti, CFP(r)'s Neuberger Berman Experience September 2003 - June 2004
Job Regional Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2012 - Present
Prudential Annuities May 2010 - December 2011
Prudential Financial July 2007 - May 2010
Prudential Financial January 2006 - July 2007
Prudential Financial June 2004 - January 2006
Neuberger Berman September 2003 - June 2004
Skills
Sales, Business Development, Series 7, Mutual Funds, Wealth Management, Series 6, Series 63, Retirement Planning, Securities, Asset Managment, Strategy Creation, Series 65, Marketing, MBA, Variable Annuities, New Business Development, Sales Operations, Finance, Leadership, Insurance, 401k, Strategy, Strategic Partnerships
Education
Fairfield University 2002 — 2004
Masters of Science, Finance
The University of Connecticut 1996 — 2000
Bachelor of Science, Finance / Risk Management and Insurance
Prudential Financial January 2012 - Present
Prudential Annuities May 2010 - December 2011
Prudential Financial July 2007 - May 2010
Prudential Financial January 2006 - July 2007
Prudential Financial June 2004 - January 2006
Neuberger Berman September 2003 - June 2004
Skills
Sales, Business Development, Series 7, Mutual Funds, Wealth Management, Series 6, Series 63, Retirement Planning, Securities, Asset Managment, Strategy Creation, Series 65, Marketing, MBA, Variable Annuities, New Business Development, Sales Operations, Finance, Leadership, Insurance, 401k, Strategy, Strategic Partnerships
Education
Fairfield University 2002 — 2004
Masters of Science, Finance
The University of Connecticut 1996 — 2000
Bachelor of Science, Finance / Risk Management and Insurance
Andy Provencher, CFA's Neuberger Berman Experience June 1993 - April 2011
Job Head of US Retail at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management June 2013 - Present
Gold Bullion International December 2011 - June 2013
Neuberger Berman June 1993 - April 2011
Skills
Business Planning, Alternative Investments, Valuation, Investment Management, Wealth Management, Due Diligence, Series 7, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Equities, Hedge Funds, Fixed Income, Portfolio Management, ETFs, Asset Management, Mutual Funds, Private Equity, Strategic Financial..., Derivatives, Investment Banking, Bonds, Financial Markets, Capital Markets, Financial Services, Separately Managed..., Series 63, Series 65, Securities, Trading, Bloomberg, Financial Advisory, Institutional..., Series 24, Equity Research, Emerging Markets, FINRA, Fund Of Funds, Structured Products, Wealth Management..., Retirement, High Net Worth..., Leadership Development, Options, Equity Trading, Managing Distribution..., Investor Relations, Sales Management, Commodity
Education
Fairfield University 1984 — 1987
BA, Economoics
BNY Mellon Investment Management June 2013 - Present
Gold Bullion International December 2011 - June 2013
Neuberger Berman June 1993 - April 2011
Skills
Business Planning, Alternative Investments, Valuation, Investment Management, Wealth Management, Due Diligence, Series 7, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Equities, Hedge Funds, Fixed Income, Portfolio Management, ETFs, Asset Management, Mutual Funds, Private Equity, Strategic Financial..., Derivatives, Investment Banking, Bonds, Financial Markets, Capital Markets, Financial Services, Separately Managed..., Series 63, Series 65, Securities, Trading, Bloomberg, Financial Advisory, Institutional..., Series 24, Equity Research, Emerging Markets, FINRA, Fund Of Funds, Structured Products, Wealth Management..., Retirement, High Net Worth..., Leadership Development, Options, Equity Trading, Managing Distribution..., Investor Relations, Sales Management, Commodity
Education
Fairfield University 1984 — 1987
BA, Economoics
Antonio Gentile's Neuberger Berman Experience 1998 - 2004
Job Technology Vice President Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2004 - Present
Neuberger Berman 1998 - 2004
Federal Reserve Bank of New York March 1995 - March 1998
Intecom November 1993 - March 1995
Skills
Cisco Call Manager, Cisco IP Telephony..., Cisco IPCC, Avaya IP Telephony, Avaya Communication..., Avaya Site..., IPC Trading, BT Trading, Carrier Services, Carrier Relationship..., Active Directory, Asset Managment, Autosys, Avaya, BGP, Blackberry, Business Continuity, Business Analysis, Business Continuity..., Cisco Technologies, Citrix, Data Center, Electronic Trading, Equities, Enterprise Architecture, Exchange Connectivity, IT Operations, ITIL, Information Technology, Infrastructure, Investment Banking, Low Latency, Market Data, Microsoft Exchange, Network Architecture, Network Security, Prime Brokerage, Reference Data, Risk Management, Servers, System Deployment, Routing, TCP/IP, Telecommunications, Trading System, Trading Systems, Troubleshooting, Unified Communications, Unix, Vendor Management
Education
New York Institute of Technology-Old Westbury 1993 — 1995
Bachelor of Science (B.S.), Telecommunications Management
DeVry University 1984 — 1987
Bachelor of Science, Electronic Engineering Technology, Telecommunications Engineering
Goldman Sachs April 2004 - Present
Neuberger Berman 1998 - 2004
Federal Reserve Bank of New York March 1995 - March 1998
Intecom November 1993 - March 1995
Skills
Cisco Call Manager, Cisco IP Telephony..., Cisco IPCC, Avaya IP Telephony, Avaya Communication..., Avaya Site..., IPC Trading, BT Trading, Carrier Services, Carrier Relationship..., Active Directory, Asset Managment, Autosys, Avaya, BGP, Blackberry, Business Continuity, Business Analysis, Business Continuity..., Cisco Technologies, Citrix, Data Center, Electronic Trading, Equities, Enterprise Architecture, Exchange Connectivity, IT Operations, ITIL, Information Technology, Infrastructure, Investment Banking, Low Latency, Market Data, Microsoft Exchange, Network Architecture, Network Security, Prime Brokerage, Reference Data, Risk Management, Servers, System Deployment, Routing, TCP/IP, Telecommunications, Trading System, Trading Systems, Troubleshooting, Unified Communications, Unix, Vendor Management
Education
New York Institute of Technology-Old Westbury 1993 — 1995
Bachelor of Science (B.S.), Telecommunications Management
DeVry University 1984 — 1987
Bachelor of Science, Electronic Engineering Technology, Telecommunications Engineering
Lisa Kennish's Neuberger Berman Experience April 2009 - Present
Job Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2009 - Present
Lehman Brothers/Neuberger Berman March 2008 - April 2009
Lehman Brothers July 2007 - March 2008
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance, Marketing
Neuberger Berman April 2009 - Present
Lehman Brothers/Neuberger Berman March 2008 - April 2009
Lehman Brothers July 2007 - March 2008
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance, Marketing
Arun Krishnamurthy's Neuberger Berman Experience May 2012 - Present
Job SVP at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2012 - Present
JPMorgan Chase Asset Management July 2003 - May 2012
Merrill Lynch Investment Managers September 1996 - July 2003
Dow Jones November 1995 - September 1996
Merrill Lynch Investment Managers April 1992 - November 1995
Skills
Equities, Data Warehousing, Architecture, IT Strategy, Strategy, Asset Managment, Risk Management, Fixed Income, Project Management, Business Development, Asset Management, Financial Services, Trading Systems, Software Project..., Derivatives, Business Analysis, Requirements Analysis, IT Management, SDLC, Vendor Management, Middle Office, Investment Banking, Portfolio Management, Program Management, Market Data, Hedge Funds, Electronic Trading
Education
Fairleigh Dickinson University 1990 — 1994
Florida Institute of Technology 1983 — 1988
Neuberger Berman May 2012 - Present
JPMorgan Chase Asset Management July 2003 - May 2012
Merrill Lynch Investment Managers September 1996 - July 2003
Dow Jones November 1995 - September 1996
Merrill Lynch Investment Managers April 1992 - November 1995
Skills
Equities, Data Warehousing, Architecture, IT Strategy, Strategy, Asset Managment, Risk Management, Fixed Income, Project Management, Business Development, Asset Management, Financial Services, Trading Systems, Software Project..., Derivatives, Business Analysis, Requirements Analysis, IT Management, SDLC, Vendor Management, Middle Office, Investment Banking, Portfolio Management, Program Management, Market Data, Hedge Funds, Electronic Trading
Education
Fairleigh Dickinson University 1990 — 1994
Florida Institute of Technology 1983 — 1988
Wendi Vescio's Neuberger Berman Experience 1999 - 2002
Job Associate Dean, Graduate School at The College of New Rochelle
Industry Higher Education
Experience
The College of New Rochelle July 2012 - Present
The College of New Rochelle September 2010 - July 2012
The College of New Rochelle October 2007 - September 2010
Camp Nabby June 2007 - August 2007
Lakeland School District April 2007 - June 2007
Pleasantville School District September 2002 - June 2007
Camp Nabby 2003 - 2006
Neuberger Berman 1999 - 2002
Fairfield University 1995 - 1999
Skills
Higher Education, Student Counseling, Student Affairs, Microsoft Office, Academia, Academic Advising, Coaching, Public Speaking, Teaching, Admissions, Adult Education, Career Counseling, Career Development, Student Development, Student Recruiting, Staff Development, Educational Leadership, Curriculum Development, Conflict Resolution, Program Management, Program Development, Resume Writing, Enrollment Management
Education
The College of New Rochelle 2005 — 2006
MS, Guidance and Counseling
Fairfield University 1995 — 1999
BS, Finance
The College of New Rochelle July 2012 - Present
The College of New Rochelle September 2010 - July 2012
The College of New Rochelle October 2007 - September 2010
Camp Nabby June 2007 - August 2007
Lakeland School District April 2007 - June 2007
Pleasantville School District September 2002 - June 2007
Camp Nabby 2003 - 2006
Neuberger Berman 1999 - 2002
Fairfield University 1995 - 1999
Skills
Higher Education, Student Counseling, Student Affairs, Microsoft Office, Academia, Academic Advising, Coaching, Public Speaking, Teaching, Admissions, Adult Education, Career Counseling, Career Development, Student Development, Student Recruiting, Staff Development, Educational Leadership, Curriculum Development, Conflict Resolution, Program Management, Program Development, Resume Writing, Enrollment Management
Education
The College of New Rochelle 2005 — 2006
MS, Guidance and Counseling
Fairfield University 1995 — 1999
BS, Finance
Lori Holland's Neuberger Berman Experience May 2009 - Present
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers Asset Management April 2005 - May 2009
Lincoln Capital Management 1981 - May 2005
Skills
Hedge Funds, Management, Series 7, Asset Management, Fixed Income, Client Services, Asset Allocation, Investment Management, Equities, Securities, Bloomberg, Mutual Funds, Investments
Education
The University of Chicago 1987 — 1991
MBA, Finance
DePaul University 1978 — 1984
BS, Commerce
Neuberger Berman May 2009 - Present
Lehman Brothers Asset Management April 2005 - May 2009
Lincoln Capital Management 1981 - May 2005
Skills
Hedge Funds, Management, Series 7, Asset Management, Fixed Income, Client Services, Asset Allocation, Investment Management, Equities, Securities, Bloomberg, Mutual Funds, Investments
Education
The University of Chicago 1987 — 1991
MBA, Finance
DePaul University 1978 — 1984
BS, Commerce
Peter Rossi's Neuberger Berman Experience July 2013 - Present
Job Operations Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2013 - Present
Tocqueville Asset Management February 2012 - June 2013
Ellucian (Previously SunGard Higher Education) January 2010 - February 2012
Penn Mutual July 2009 - December 2009
McNeil Consumer & Specialty Pharmaceuticals September 2007 - March 2008
Lockheed Martin October 2006 - April 2007
Skills
Analysis, Research, CRM, Financial Analysis, Competitive Analysis, Microsoft Excel, Sales Support Tools, Relationship Management, Banking Relationships, Business Development, Finance, Management, Microsoft Office, Sales, Strategy, PowerPoint
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Science, Business Administration
Neuberger Berman July 2013 - Present
Tocqueville Asset Management February 2012 - June 2013
Ellucian (Previously SunGard Higher Education) January 2010 - February 2012
Penn Mutual July 2009 - December 2009
McNeil Consumer & Specialty Pharmaceuticals September 2007 - March 2008
Lockheed Martin October 2006 - April 2007
Skills
Analysis, Research, CRM, Financial Analysis, Competitive Analysis, Microsoft Excel, Sales Support Tools, Relationship Management, Banking Relationships, Business Development, Finance, Management, Microsoft Office, Sales, Strategy, PowerPoint
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Science, Business Administration
John J. Zielinski, CFA,CFP ®'s Neuberger Berman Experience December 2002 - December 2007
Job Financial Advisor at William Blair & Company
Industry Investment Management
Experience
William Blair & Company April 2013 - Present
Capital Group December 2007 - April 2013
Neuberger Berman December 2002 - December 2007
The Northern Trust Company June 1980 - December 2002
Skills
Asset Management, Asset Allocation, Investment Policy, Financial Planning, Investments, Asset Managment, Estate Planning, High Net Worth..., Wealth Management..., Wealth Management, Strategic Financial..., Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Investment Advisory, Management, Alternative Investments, Equities, Finance, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
MBA, Finance
Trine University 1976 — 1980
BS, Business
William Blair & Company April 2013 - Present
Capital Group December 2007 - April 2013
Neuberger Berman December 2002 - December 2007
The Northern Trust Company June 1980 - December 2002
Skills
Asset Management, Asset Allocation, Investment Policy, Financial Planning, Investments, Asset Managment, Estate Planning, High Net Worth..., Wealth Management..., Wealth Management, Strategic Financial..., Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Investment Advisory, Management, Alternative Investments, Equities, Finance, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
MBA, Finance
Trine University 1976 — 1980
BS, Business
Margot Malin's Neuberger Berman Experience 1983 - 2001
Job President, CEO and Founder at Lots To Live For, Inc.| Portfolio Manager and Angel Investor | Entrepreneur
Industry Internet
Experience
Lots To Live For, Inc. 2002 - Present
Individual Portfolio Management 2002 - Present
Neuberger Berman 1983 - 2001
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA
Tufts University 1977 — 1979
Bachelor of Science in Civil Engineering
Duke University 1975 — 1977
Institute of Charted Financial Analysts
CFA
Tappan Zee High School
Tappan Zee High School
Lots To Live For, Inc. 2002 - Present
Individual Portfolio Management 2002 - Present
Neuberger Berman 1983 - 2001
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA
Tufts University 1977 — 1979
Bachelor of Science in Civil Engineering
Duke University 1975 — 1977
Institute of Charted Financial Analysts
CFA
Tappan Zee High School
Tappan Zee High School
Paul Borowiec's Neuberger Berman Experience May 2003 - May 2005
Job Founder & Chief Investment Officer at Norfield Capital LLC
Industry Financial Services
Experience
Norfield Capital LLC January 2015 - Present
Source Capital Group June 2009 - January 2015
StoneWater Capital LLC May 2005 - June 2008
Neuberger Berman May 2003 - May 2005
American Skandia 2000 - 2003
Skills
Hedge Funds, Portfolio Management, Due Diligence, Investments, Asset Allocation, Financial Services, Management, Analysis, Alternative Investments, Equities, Series 7, Series 63, Asset Management, Investment Strategies, Securities, Mutual Funds, Valuation
Education
Fairfield University 1996 — 2000
BS, International Business
Norfield Capital LLC January 2015 - Present
Source Capital Group June 2009 - January 2015
StoneWater Capital LLC May 2005 - June 2008
Neuberger Berman May 2003 - May 2005
American Skandia 2000 - 2003
Skills
Hedge Funds, Portfolio Management, Due Diligence, Investments, Asset Allocation, Financial Services, Management, Analysis, Alternative Investments, Equities, Series 7, Series 63, Asset Management, Investment Strategies, Securities, Mutual Funds, Valuation
Education
Fairfield University 1996 — 2000
BS, International Business
Lev Rozentul's Neuberger Berman Experience November 1999 - April 2000
Job OVP, Technology at Bloomingdales.com
Industry Retail
Experience
Bloomingdale's, bloomingdales.com December 2013 - Present
Bloomingdale's, bloomingdales.com May 2010 - November 2013
Bloomingdale's, bloomingdales.com May 2008 - March 2010
Bloomingdale's, bloomingdales.com May 2004 - April 2008
Bloomingdale's, bloomingdales.com December 2001 - April 2004
Horsesmouth.com April 2000 - November 2001
Neuberger Berman November 1999 - April 2000
Bloomingdale's July 1997 - November 1999
Dialog International, Inc. April 1995 - June 1997
Primfex Ltd. February 1992 - August 1994
Skills
E-commerce, Leadership, Web Development, Agile Methodologies, Web Analytics, QA Automation, SEO, Multi-channel Retail, Retail, Java, Software Development, IT Management, Merchandising, Mobile Technology, Business Analysis, .NET, DBMS, Enterprise Content..., Marketing, SQL, SDLC, Project Management, Lean Software..., Resource Management, Team Building, Problem Solving
Education
Far Eastern State University 1992 — 1994
Economics and International Management
Bloomingdale's, bloomingdales.com December 2013 - Present
Bloomingdale's, bloomingdales.com May 2010 - November 2013
Bloomingdale's, bloomingdales.com May 2008 - March 2010
Bloomingdale's, bloomingdales.com May 2004 - April 2008
Bloomingdale's, bloomingdales.com December 2001 - April 2004
Horsesmouth.com April 2000 - November 2001
Neuberger Berman November 1999 - April 2000
Bloomingdale's July 1997 - November 1999
Dialog International, Inc. April 1995 - June 1997
Primfex Ltd. February 1992 - August 1994
Skills
E-commerce, Leadership, Web Development, Agile Methodologies, Web Analytics, QA Automation, SEO, Multi-channel Retail, Retail, Java, Software Development, IT Management, Merchandising, Mobile Technology, Business Analysis, .NET, DBMS, Enterprise Content..., Marketing, SQL, SDLC, Project Management, Lean Software..., Resource Management, Team Building, Problem Solving
Education
Far Eastern State University 1992 — 1994
Economics and International Management
Griffin Tormey's Neuberger Berman Experience April 2012 - April 2014
Job Analyst at Union Point Advisors
Industry Investment Management
Experience
Union Point Advisors May 2014 - Present
Neuberger Berman April 2012 - April 2014
Goldman Sachs July 2009 - April 2012
Skills
Valuation, Capital Markets, Financial Modeling, Private Equity, Fixed Income
Education
Duke University 2005 — 2009
B.S., Economics
St. Ignatius College Prep
Union Point Advisors May 2014 - Present
Neuberger Berman April 2012 - April 2014
Goldman Sachs July 2009 - April 2012
Skills
Valuation, Capital Markets, Financial Modeling, Private Equity, Fixed Income
Education
Duke University 2005 — 2009
B.S., Economics
St. Ignatius College Prep
Fred Soule's Neuberger Berman Experience 1995 - 2008
Job President at TJG Financial
Industry Financial Services
Experience
TJG Financial 2010 - Present
Neuberger Berman 1995 - 2008
Goldman Sachs 1982 - 1995
Skills
Strategic Financial..., Asset Managment, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Financial Services, Hedge Funds, Equities, Asset Management, Investment Management, Risk Management, Securities, Relationship Management, Portfolio Management, Investment Strategies, Fixed Income, Brokerage, Capital Markets, Investments, Small Business, Wealth Management, Investment Advisory, Series 63
Education
Fairleigh Dickinson University 1972 — 1976
BS, Computer Science
TJG Financial 2010 - Present
Neuberger Berman 1995 - 2008
Goldman Sachs 1982 - 1995
Skills
Strategic Financial..., Asset Managment, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Financial Services, Hedge Funds, Equities, Asset Management, Investment Management, Risk Management, Securities, Relationship Management, Portfolio Management, Investment Strategies, Fixed Income, Brokerage, Capital Markets, Investments, Small Business, Wealth Management, Investment Advisory, Series 63
Education
Fairleigh Dickinson University 1972 — 1976
BS, Computer Science
Steve Zacny's Neuberger Berman Experience May 2010 - Present
Job Portfolio Analyst at Neuberger Berman
Industry Information Technology and Services
Experience
Neuberger Berman May 2010 - Present
Earth House Collective August 2009 - May 2010
College Guy Moquet August 2008 - January 2009
Skills
Teaching, Financial Modeling, French, SQL, Statistics, Financial Analysis, Data Analysis, .NET, WPF Development, MVVM, WinForms, Project Management
Education
DePauw University 2005 — 2009
B.A., Mathematics, French, Computer Science
Neuberger Berman May 2010 - Present
Earth House Collective August 2009 - May 2010
College Guy Moquet August 2008 - January 2009
Skills
Teaching, Financial Modeling, French, SQL, Statistics, Financial Analysis, Data Analysis, .NET, WPF Development, MVVM, WinForms, Project Management
Education
DePauw University 2005 — 2009
B.A., Mathematics, French, Computer Science
Christopher Pultz's Neuberger Berman Experience August 1997 - September 1999
Job Principal Portfolio Manager at Kellner Capital
Industry Investment Management
Experience
Kellner Capital October 1999 - Present
Neuberger Berman August 1997 - September 1999
Education
Fairfield University
Bachelor of Science (B.S.), Finance
Fordham University
Master of Business Administration (MBA), Finance
Kellner Capital October 1999 - Present
Neuberger Berman August 1997 - September 1999
Education
Fairfield University
Bachelor of Science (B.S.), Finance
Fordham University
Master of Business Administration (MBA), Finance
Gillian Bonynge's Neuberger Berman Experience April 2013 - Present
Job tax at Neuberger Berman
Industry Accounting
Experience
Neuberger Berman April 2013 - Present
Cantor Fitzgerald January 2012 - April 2013
Rockwood Specialties June 2010 - January 2012
Omega Engineering July 2008 - June 2010
Skills
Sarbanes-Oxley Act, Corporate Tax, Accounting, Tax, Financial Reporting
Education
Fairfield University 2004 — 2008
BS, Accounting
Neuberger Berman April 2013 - Present
Cantor Fitzgerald January 2012 - April 2013
Rockwood Specialties June 2010 - January 2012
Omega Engineering July 2008 - June 2010
Skills
Sarbanes-Oxley Act, Corporate Tax, Accounting, Tax, Financial Reporting
Education
Fairfield University 2004 — 2008
BS, Accounting
Christine Lampersberger's Neuberger Berman Experience October 1995 - 2006
Job Staff Development Coordinator at Pace University
Industry Human Resources
Experience
Pace University March 2014 - Present
Neuberger Berman October 1995 - 2006
U.S. Trust June 1988 - October 1995
Skills
Employee Relations, Public Speaking, Management, Leadership, Customer Service, Talent Acquisition, Microsoft Office, Strategic Planning, Recruiting, Collaborative Problem..., Corporate Communications, Onboarding, IT liaison, Transition Management, Performance Management
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York at Albany 1984 — 1988
Bachelor of Arts (BA), Psychology
Pace University March 2014 - Present
Neuberger Berman October 1995 - 2006
U.S. Trust June 1988 - October 1995
Skills
Employee Relations, Public Speaking, Management, Leadership, Customer Service, Talent Acquisition, Microsoft Office, Strategic Planning, Recruiting, Collaborative Problem..., Corporate Communications, Onboarding, IT liaison, Transition Management, Performance Management
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York at Albany 1984 — 1988
Bachelor of Arts (BA), Psychology
Feliciano Frances's Neuberger Berman Experience May 2000 - Present
Job
Industry Investment Management
Experience
Neuberger Berman May 2000 - Present
Skills
Marketing, Marketing Strategy, Project Management, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking, Microsoft Office, Data Analysis, Analysis, Budgets, Financial Analysis, Risk Management, Strategic Planning
Education
Fordham University
Biology, General
Neuberger Berman May 2000 - Present
Skills
Marketing, Marketing Strategy, Project Management, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking, Microsoft Office, Data Analysis, Analysis, Budgets, Financial Analysis, Risk Management, Strategic Planning
Education
Fordham University
Biology, General
Sophie Waine's Neuberger Berman Experience April 2011 - Present
Job RFP Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2011 - Present
Education
Durham University 2005 — 2008
Bachelor of Arts (B.A.), Philosophy
Neuberger Berman April 2011 - Present
Education
Durham University 2005 — 2008
Bachelor of Arts (B.A.), Philosophy
Damian Luczka's Neuberger Berman Experience June 2011 - January 2012
Job Computer Technician Intern at DePauw University Information Services
Industry Higher Education
Experience
DePauw University Information Services November 2011 - Present
DePauw University August 2009 - Present
Neuberger Berman June 2011 - January 2012
DePauw University Theatre September 2009 - April 2011
Skills
Microsoft Office, Research, Public Speaking, PowerPoint, Microsoft Word, SPSS, Computer Repair, Microsoft Excel
Education
DePauw University 2009 — 2013
Bachelors, Psychology
Chicago Academy High School 2005 — 2009
DePauw University Information Services November 2011 - Present
DePauw University August 2009 - Present
Neuberger Berman June 2011 - January 2012
DePauw University Theatre September 2009 - April 2011
Skills
Microsoft Office, Research, Public Speaking, PowerPoint, Microsoft Word, SPSS, Computer Repair, Microsoft Excel
Education
DePauw University 2009 — 2013
Bachelors, Psychology
Chicago Academy High School 2005 — 2009
Matthew Malloy's Neuberger Berman Experience October 2015 - Present
Job Managing Director, Neuberger Berman LLC
Industry Financial Services
Experience
Neuberger Berman October 2015 - Present
J.P. Morgan Asset Management 2014 - 2015
J.P. Morgan Asset Management 2010 - 2015
Goldman Sachs 2008 - 2010
UBS Investment Bank 2003 - 2008
Merrill Lynch 1996 - 2003
Chubb Insurance 1992 - 1995
General Accident Insurance Company 1991 - 1992
Skills
Asset Managment, Investment Banking, Corporate Finance, M&A experience, Alternative Investments, Equities, Fixed Income, Insurance, Financial Technology, Series 7, Series 63, Series 3, Series 24, Capital Markets, Capital Raising, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Washington and Lee University 1987 — 1991
Bachelor of Arts (BA), History and Journalism
Neuberger Berman October 2015 - Present
J.P. Morgan Asset Management 2014 - 2015
J.P. Morgan Asset Management 2010 - 2015
Goldman Sachs 2008 - 2010
UBS Investment Bank 2003 - 2008
Merrill Lynch 1996 - 2003
Chubb Insurance 1992 - 1995
General Accident Insurance Company 1991 - 1992
Skills
Asset Managment, Investment Banking, Corporate Finance, M&A experience, Alternative Investments, Equities, Fixed Income, Insurance, Financial Technology, Series 7, Series 63, Series 3, Series 24, Capital Markets, Capital Raising, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Washington and Lee University 1987 — 1991
Bachelor of Arts (BA), History and Journalism
Catherine Melichar's Neuberger Berman Experience June 2007 - August 2011
Job Memorial SloanKettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center May 2013 - Present
Evercore Partners August 2011 - April 2013
Neuberger Berman June 2007 - August 2011
New York City Department of Education July 2003 - June 2007
Morgan Stanley October 2000 - July 2003
Enterprise Engineering Inc. July 1999 - October 2000
Skills
Onboarding, Coaching, Outlook, Talent Acquisition, Microsoft Word, Program Management, Vendor Management, Instructional Design, Equities, Staff Development, Project Management, Strategic Planning, Business Analysis, Budgets
Education
Fordham University
BA, Philosophy
Mercy College
MS, Educatioin
Memorial Sloan-Kettering Cancer Center May 2013 - Present
Evercore Partners August 2011 - April 2013
Neuberger Berman June 2007 - August 2011
New York City Department of Education July 2003 - June 2007
Morgan Stanley October 2000 - July 2003
Enterprise Engineering Inc. July 1999 - October 2000
Skills
Onboarding, Coaching, Outlook, Talent Acquisition, Microsoft Word, Program Management, Vendor Management, Instructional Design, Equities, Staff Development, Project Management, Strategic Planning, Business Analysis, Budgets
Education
Fordham University
BA, Philosophy
Mercy College
MS, Educatioin
Brian Talbot's Neuberger Berman Experience September 2004 - Present
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2004 - Present
Lehman Brothers 2004 - 2008
Deutsche Bank 1989 - 2004
Education
Fordham University 1979 — 1983
Bachelor of Science (BS), Accounting and Finance
Chaminade High School 1976 — 1979
Neuberger Berman September 2004 - Present
Lehman Brothers 2004 - 2008
Deutsche Bank 1989 - 2004
Education
Fordham University 1979 — 1983
Bachelor of Science (BS), Accounting and Finance
Chaminade High School 1976 — 1979
Patricia McHugh's Neuberger Berman Experience March 2015 - Present
Job Sr Marketing Associate
Industry Financial Services
Experience
Neuberger Berman March 2015 - Present
BNY Mellon April 2013 - March 2015
Freelance October 2012 - April 2013
Neuberger Berman October 2011 - October 2012
Exane March 2007 - September 2011
Credit Suisse April 2001 - March 2007
Goldman Sachs August 1999 - April 2001
Skills
Photoshop, Microsoft Office, Project Management, Adobe Acrobat, PowerPoint, Microsoft Word, Research, Editing, Desktop Publishing, Microsoft Excel, English, Marketing, Graphics, Mac, InDesign, Print Management, Digital Printing
Education
Emerson College
M.A., Professional Writing and Publishing
The University of Connecticut
B.A.
Neuberger Berman March 2015 - Present
BNY Mellon April 2013 - March 2015
Freelance October 2012 - April 2013
Neuberger Berman October 2011 - October 2012
Exane March 2007 - September 2011
Credit Suisse April 2001 - March 2007
Goldman Sachs August 1999 - April 2001
Skills
Photoshop, Microsoft Office, Project Management, Adobe Acrobat, PowerPoint, Microsoft Word, Research, Editing, Desktop Publishing, Microsoft Excel, English, Marketing, Graphics, Mac, InDesign, Print Management, Digital Printing
Education
Emerson College
M.A., Professional Writing and Publishing
The University of Connecticut
B.A.
Kwadwo Assenso's Neuberger Berman Experience December 2012 - Present
Job developer at Neuberger Berman
Industry Information Technology and Services
Experience
Neuberger Berman December 2012 - Present
Classified ventures LLC April 2012 - December 2012
Columbia pipe and supply March 2011 - November 2011
Skills
PHP, Java, Agile Methodologies, CSS, Team Leadership, JavaScript, Spring, XML, Software Development, SQL, HTML, Databases, Microsoft SQL Server, Web Services, ASP.NET
Education
DePaul University
Master of Science degree in E, commerce technology
Prempeh college
UNIVERSITY OF SCIENCE AND TECHNOLOGY, Ghana
Bachelor of Science, Mathematics
Neuberger Berman December 2012 - Present
Classified ventures LLC April 2012 - December 2012
Columbia pipe and supply March 2011 - November 2011
Skills
PHP, Java, Agile Methodologies, CSS, Team Leadership, JavaScript, Spring, XML, Software Development, SQL, HTML, Databases, Microsoft SQL Server, Web Services, ASP.NET
Education
DePaul University
Master of Science degree in E, commerce technology
Prempeh college
UNIVERSITY OF SCIENCE AND TECHNOLOGY, Ghana
Bachelor of Science, Mathematics
Christopher Tamis's Neuberger Berman Experience July 1998 - Present
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 1998 - Present
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
Master of Business Administration (MBA)
New York University 1990 — 1995
Bachelor of Arts (B.A.)
Neuberger Berman July 1998 - Present
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
Master of Business Administration (MBA)
New York University 1990 — 1995
Bachelor of Arts (B.A.)
Suji Kang Baak's Neuberger Berman Experience August 2006 - Present
Job VP/Associate General Counsel at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 2006 - Present
Sidley Austin LLP May 2002 - July 2006
Skills
Securities, Hedge Funds, Alternative Investments, Private Equity, Mutual Funds, Asset Management, Due Diligence, Capital Markets, Investments, Equities, Separately Managed..., Unified Managed Accounts
Education
Duke University School of Law 2000 — 2002
Doctor of Law (J.D.)
University of Virginia 1993 — 1996
Bachelor of Arts (B.A.)
Neuberger Berman August 2006 - Present
Sidley Austin LLP May 2002 - July 2006
Skills
Securities, Hedge Funds, Alternative Investments, Private Equity, Mutual Funds, Asset Management, Due Diligence, Capital Markets, Investments, Equities, Separately Managed..., Unified Managed Accounts
Education
Duke University School of Law 2000 — 2002
Doctor of Law (J.D.)
University of Virginia 1993 — 1996
Bachelor of Arts (B.A.)
Bobbie Hamilton's Neuberger Berman Experience May 2003 - February 2005
Job Bobbie has a new position in a new field.
Industry Investment Banking
Experience
University of Pennsylvania Health System April 2013 - Present
Mufson Howe Hunter & Company February 2005 - March 2013
Neuberger Berman May 2003 - February 2005
Susquehanna International Group, LLP (SIG) March 1996 - August 2002
Sun Company, Inc. March 1980 - July 1995
Skills
Microsoft Office 2007
Education
Delaware County Community College 1985 — 1989
Associates Degree, Business Administration
University of Pennsylvania Health System April 2013 - Present
Mufson Howe Hunter & Company February 2005 - March 2013
Neuberger Berman May 2003 - February 2005
Susquehanna International Group, LLP (SIG) March 1996 - August 2002
Sun Company, Inc. March 1980 - July 1995
Skills
Microsoft Office 2007
Education
Delaware County Community College 1985 — 1989
Associates Degree, Business Administration
Michael Kelly Jr.'s Neuberger Berman Experience September 2004 - March 2007
Job Vice President, Research at Schafer Cullen Capital
Industry Investment Management
Experience
Schafer Cullen Capital April 2007 - Present
Neuberger Berman September 2004 - March 2007
Education
Emory University 2000 — 2004
Political Science and Government
Trinity HS NYC 1996 — 2000
Schafer Cullen Capital April 2007 - Present
Neuberger Berman September 2004 - March 2007
Education
Emory University 2000 — 2004
Political Science and Government
Trinity HS NYC 1996 — 2000
Alita Utari Dewi's Neuberger Berman Experience August 2014 - September 2014
Job
Industry
Experience
Neuberger Berman August 2014 - September 2014
PwC July 2013 - August 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, Leadership, PowerPoint, Training, English, Project Management, Market Research, Due Diligence
Education
De Anza College 2012 — 2013
Economics
University of California, Davis
Bachelor's degree, Business/Managerial Economics
Neuberger Berman August 2014 - September 2014
PwC July 2013 - August 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, Leadership, PowerPoint, Training, English, Project Management, Market Research, Due Diligence
Education
De Anza College 2012 — 2013
Economics
University of California, Davis
Bachelor's degree, Business/Managerial Economics