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
Arlindo Santos Arlindo Santos's Neuberger Berman Experience March 2003 - April 2008
Job Vice President, Estimating and Finance at 1st Choice Construction Management, LLC
Industry Construction
Experience
1st Choice Construction May 2012 - Present
TIAA-CREF June 2010 - March 2012
HSBC Asset Management May 2008 - June 2010
Neuberger Berman March 2003 - April 2008
Neuberger Berman July 2000 - March 2003
Brown Brothers Harriman August 1999 - July 2000
Deutsche Bank June 1997 - August 1999
Skills
Performance Attribution, Risk Analytics, Fixed Income, Factset, Investments, Portfolio Management, Finance, Management, Asset Allocation, Contract Negotiation, Financial Analysis
Education
Pace University - Lubin School of Business 1999 — 2003
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Kean University 1993 — 1996
Bachelor's degree, Business Administration, Management and Operations
1st Choice Construction May 2012 - Present
TIAA-CREF June 2010 - March 2012
HSBC Asset Management May 2008 - June 2010
Neuberger Berman March 2003 - April 2008
Neuberger Berman July 2000 - March 2003
Brown Brothers Harriman August 1999 - July 2000
Deutsche Bank June 1997 - August 1999
Skills
Performance Attribution, Risk Analytics, Fixed Income, Factset, Investments, Portfolio Management, Finance, Management, Asset Allocation, Contract Negotiation, Financial Analysis
Education
Pace University - Lubin School of Business 1999 — 2003
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Kean University 1993 — 1996
Bachelor's degree, Business Administration, Management and Operations
Tom Dalpiaz Tom Dalpiaz's Neuberger Berman Experience 2004 - 2006
Job Managing Director at Granite Springs Asset Management, LLC
Industry Investment Management
Experience
Granite Springs Asset Management, LLC September 2013 - Present
Advisors Asset Management May 2006 - August 2013
Neuberger Berman 2004 - 2006
Sage Capital Management 2002 - 2004
Weiss, Peck & Greer 1986 - 2002
Merrill Lynch 1984 - 1986
Skills
Portfolio Management, Bonds, Bloomberg, Investments, Series 7, Credit Analysis, Public Speaking, Fixed Income, Investment Writing, Product Specialist, Client Relationship..., Credit
Education
Hofstra University
MBA, Finance
Hofstra University
Bachelor of Arts (B.A.), History
Granite Springs Asset Management, LLC September 2013 - Present
Advisors Asset Management May 2006 - August 2013
Neuberger Berman 2004 - 2006
Sage Capital Management 2002 - 2004
Weiss, Peck & Greer 1986 - 2002
Merrill Lynch 1984 - 1986
Skills
Portfolio Management, Bonds, Bloomberg, Investments, Series 7, Credit Analysis, Public Speaking, Fixed Income, Investment Writing, Product Specialist, Client Relationship..., Credit
Education
Hofstra University
MBA, Finance
Hofstra University
Bachelor of Arts (B.A.), History
Kerry-ann Archer, Esq. Kerry-ann Archer, Esq.'s Neuberger Berman Experience October 2004 - March 2007
Job AttorneyAdvisor Department of Veterans Affairs in Washington DC
Industry Law Practice
Experience
U.S. Department of Veterans Affairs September 2013 - Present
State of Maryland August 2012 - August 2013
TSA January 2012 - April 2012
Wiley Rein LLP May 2011 - July 2011
NYSE Euronext May 2010 - August 2010
Miller du Toit Cloete, Inc., June 2010 - June 2010
Wells Fargo May 2007 - August 2009
Neuberger Berman October 2004 - March 2007
Skills
Series 7 License (Exp...., Series 66 License (Exp...., New York Sate Bar..., Appellate Practice, Legal Writing, Legal Research, Court Proceedings, Judicial Review, Annuity Sales, Fixed Annuities, Variable Annuities, Stocks, Mutual Funds, Retirement Benefits, Retirement Solutions, Westlaw, LexisNexis, Administrative Law, Veterans Benefits, Litigation, Broker-Dealer, Financial Advisory, IRAs, Bonds
Education
Howard University School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Tufts University
Bachelor's degree, International Relations and Affairs
U.S. Department of Veterans Affairs September 2013 - Present
State of Maryland August 2012 - August 2013
TSA January 2012 - April 2012
Wiley Rein LLP May 2011 - July 2011
NYSE Euronext May 2010 - August 2010
Miller du Toit Cloete, Inc., June 2010 - June 2010
Wells Fargo May 2007 - August 2009
Neuberger Berman October 2004 - March 2007
Skills
Series 7 License (Exp...., Series 66 License (Exp...., New York Sate Bar..., Appellate Practice, Legal Writing, Legal Research, Court Proceedings, Judicial Review, Annuity Sales, Fixed Annuities, Variable Annuities, Stocks, Mutual Funds, Retirement Benefits, Retirement Solutions, Westlaw, LexisNexis, Administrative Law, Veterans Benefits, Litigation, Broker-Dealer, Financial Advisory, IRAs, Bonds
Education
Howard University School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Tufts University
Bachelor's degree, International Relations and Affairs
Alex Hankin's Neuberger Berman Experience June 2014 - Present
Job High Yield Credit Analyst at Neuberger Berman
Industry Capital Markets
Experience
Neuberger Berman June 2014 - Present
Indiana University Academic Support Center August 2011 - May 2014
Neuberger Berman June 2013 - August 2013
Investment Management & Capital Markets Workshop August 2012 - May 2013
Skills
Microsoft Excel, Research, Teaching, Data Analysis, Financial Modeling, Valuation, Sports Trivia, High Yield Bonds
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Finance
New Trier High School 2006 — 2010
Neuberger Berman June 2014 - Present
Indiana University Academic Support Center August 2011 - May 2014
Neuberger Berman June 2013 - August 2013
Investment Management & Capital Markets Workshop August 2012 - May 2013
Skills
Microsoft Excel, Research, Teaching, Data Analysis, Financial Modeling, Valuation, Sports Trivia, High Yield Bonds
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Finance
New Trier High School 2006 — 2010
David Meador's Neuberger Berman Experience June 2001 - Present
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2001 - Present
Charles Schwab July 1999 - June 2001
Skills
Series 7, Mutual Funds, Alternative Investments, Asset Management, Series 63
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2002
MBA, MBA in Business Management
Louisiana State University 1995 — 1999
Bachelor's of Finance, Finance and Business Management
Neuberger Berman June 2001 - Present
Charles Schwab July 1999 - June 2001
Skills
Series 7, Mutual Funds, Alternative Investments, Asset Management, Series 63
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2002
MBA, MBA in Business Management
Louisiana State University 1995 — 1999
Bachelor's of Finance, Finance and Business Management
Allison Donaldson's Neuberger Berman Experience 1997 - 1999
Job Investment Advisor and Marketing Professional at HTG Investment Advisors Inc., a feeonly advisor
Industry Investment Management
Experience
HTG Investment Advisors Inc. August 2013 - Present
New Canaan Board of Realtors November 2010 - August 2013
New Canaan Board Of Realtors October 2008 - November 2010
Neuberger Berman 1997 - 1999
Neuberger Berman 1993 - 1996
Skills
Marketing Strategy, Capital Markets, New Business Development, Public Speaking, Microsoft Excel, Newsletters, Superior Client Service, Client Service Oriented, Microsoft Word, Microsoft Office, QuickBooks, Quicken, Customer Service, Marketing, Client Services
Education
New York University 1994 — 1996
Master of Business Administration (MBA), Finance, General
Hamilton College 1987 — 1991
Bachelor's degree, French Language and Literature
Blind Brook High School 1983 — 1987
HTG Investment Advisors Inc. August 2013 - Present
New Canaan Board of Realtors November 2010 - August 2013
New Canaan Board Of Realtors October 2008 - November 2010
Neuberger Berman 1997 - 1999
Neuberger Berman 1993 - 1996
Skills
Marketing Strategy, Capital Markets, New Business Development, Public Speaking, Microsoft Excel, Newsletters, Superior Client Service, Client Service Oriented, Microsoft Word, Microsoft Office, QuickBooks, Quicken, Customer Service, Marketing, Client Services
Education
New York University 1994 — 1996
Master of Business Administration (MBA), Finance, General
Hamilton College 1987 — 1991
Bachelor's degree, French Language and Literature
Blind Brook High School 1983 — 1987
Robert Shin Robert Shin's Neuberger Berman Experience January 1996 - March 1997
Job Compliance Officer at Apollo Global Management
Industry Investment Management
Experience
Apollo Global Management LLC January 2014 - Present
Deutsche Bank November 2010 - December 2013
K&L Gates September 2005 - November 2010
BlackRock November 1999 - September 2005
Banc of America Securities March 1997 - November 1999
Neuberger Berman January 1996 - March 1997
Skills
Capital Markets, Securities, Mutual Funds, Financial Risk, Securities Regulation, Corporate Law, Corporate Governance, Litigation, Commercial Litigation, Intellectual Property, Legal Research, Legal Writing, Corporate Finance, Risk Management, FINRA, Equities, Fixed Income, Banking, Private Placements, Banking Law, Financial Services, Legal Compliance
Education
Fordham Law School 2001 — 2005
JD
Rutgers College 1991 — 1995
BA, Psychology
Apollo Global Management LLC January 2014 - Present
Deutsche Bank November 2010 - December 2013
K&L Gates September 2005 - November 2010
BlackRock November 1999 - September 2005
Banc of America Securities March 1997 - November 1999
Neuberger Berman January 1996 - March 1997
Skills
Capital Markets, Securities, Mutual Funds, Financial Risk, Securities Regulation, Corporate Law, Corporate Governance, Litigation, Commercial Litigation, Intellectual Property, Legal Research, Legal Writing, Corporate Finance, Risk Management, FINRA, Equities, Fixed Income, Banking, Private Placements, Banking Law, Financial Services, Legal Compliance
Education
Fordham Law School 2001 — 2005
JD
Rutgers College 1991 — 1995
BA, Psychology
Joseph Armour Joseph Armour's Neuberger Berman Experience October 2013 - Present
Job Collateral Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2013 - Present
Education
Illinois State University 2007 — 2011
Bachelor of Science (B.S.), Earth and Space Science Education
Neuberger Berman October 2013 - Present
Education
Illinois State University 2007 — 2011
Bachelor of Science (B.S.), Earth and Space Science Education
Billy Gold's Neuberger Berman Experience June 2011 - August 2011
Job Agency Partner Strategist at Google
Industry Marketing and Advertising
Experience
Google January 2014 - Present
Google June 2013 - December 2013
Makeup By Marcia January 2011 - May 2013
Oppenheimer & Co. May 2012 - August 2012
Neuberger Berman June 2011 - August 2011
Beach Tennis USA June 2010 - August 2010
Skills
Marketing Strategy, Google Adwords, Marketing, Google Analytics, Account Management, Online Advertising, Digital Marketing, Digital Media, Sales, Social Media Marketing, SEM, E-commerce, Facebook, PowerPoint, Editing, Financial Modeling, Business Development, Mobile Devices, Mobile Applications, Mobile Marketing, Mobile Advertising
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor Degree, Business Administration; Marketing and Finance
Universitat Pompeu Fabra: Escola Superior de Comerc Internacional 2012 — 2012
International Finance and Marketing
Google January 2014 - Present
Google June 2013 - December 2013
Makeup By Marcia January 2011 - May 2013
Oppenheimer & Co. May 2012 - August 2012
Neuberger Berman June 2011 - August 2011
Beach Tennis USA June 2010 - August 2010
Skills
Marketing Strategy, Google Adwords, Marketing, Google Analytics, Account Management, Online Advertising, Digital Marketing, Digital Media, Sales, Social Media Marketing, SEM, E-commerce, Facebook, PowerPoint, Editing, Financial Modeling, Business Development, Mobile Devices, Mobile Applications, Mobile Marketing, Mobile Advertising
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor Degree, Business Administration; Marketing and Finance
Universitat Pompeu Fabra: Escola Superior de Comerc Internacional 2012 — 2012
International Finance and Marketing
Timothy Schmeling Timothy Schmeling's Neuberger Berman Experience July 2012 - November 2012
Job MBA Intern Stakeholder Communications and Special Projects Supply Chain Management at UTC Aerospace Systems
Industry Airlines/Aviation
Experience
UTC Aerospace Systems July 2015 - Present
Rockford University July 2013 - Present
United Technologies January 2014 - July 2015
U.S. House of Representatives (IL-17) October 2013 - December 2013
Plan2021.net July 2013 - October 2013
Kirkland & Ellis LLP November 2012 - July 2013
Neuberger Berman July 2012 - November 2012
Knox College August 2011 - May 2012
AMC Theatres July 2011 - August 2011
Knox College September 2010 - June 2011
Skills
Social Networking, Detailed Organization, Multilingual, Positive Energy, Microsoft Office, Skype, Event Planning, Multitasking Skills, Community Outreach, Leadership, Critical Thinking, Data Entry, Fundraising, Editing, Research, Nonprofits, Management, Public Speaking, Higher Education, Organization
Education
Rockford University 2013 — 2015
Master of Business Administration (MBA), Business/Corporate Communications, 3.84/4.0
Knox College 2007 — 2011
Bachelor of Arts, Integrated International Studies and Modern Languages, 3.69/4.0
Albert-Ludwigs-Universität Freiburg im Breisgau 2010 — 2010
European Union Studies, German Language and Culture Studies
International House Freiburg 2010 — 2010
E2 Certification in German, German
Kansai Gaidai University 2009 — 2009
Asian Studies
Middlebury College 2008 — 2008
German
Belvidere High School 2003 — 2007
High School Diploma
UTC Aerospace Systems July 2015 - Present
Rockford University July 2013 - Present
United Technologies January 2014 - July 2015
U.S. House of Representatives (IL-17) October 2013 - December 2013
Plan2021.net July 2013 - October 2013
Kirkland & Ellis LLP November 2012 - July 2013
Neuberger Berman July 2012 - November 2012
Knox College August 2011 - May 2012
AMC Theatres July 2011 - August 2011
Knox College September 2010 - June 2011
Skills
Social Networking, Detailed Organization, Multilingual, Positive Energy, Microsoft Office, Skype, Event Planning, Multitasking Skills, Community Outreach, Leadership, Critical Thinking, Data Entry, Fundraising, Editing, Research, Nonprofits, Management, Public Speaking, Higher Education, Organization
Education
Rockford University 2013 — 2015
Master of Business Administration (MBA), Business/Corporate Communications, 3.84/4.0
Knox College 2007 — 2011
Bachelor of Arts, Integrated International Studies and Modern Languages, 3.69/4.0
Albert-Ludwigs-Universität Freiburg im Breisgau 2010 — 2010
European Union Studies, German Language and Culture Studies
International House Freiburg 2010 — 2010
E2 Certification in German, German
Kansai Gaidai University 2009 — 2009
Asian Studies
Middlebury College 2008 — 2008
German
Belvidere High School 2003 — 2007
High School Diploma
Daniel Cole Daniel Cole's Neuberger Berman Experience July 1999 - September 2001
Job Senior Portfolio Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management August 2014 - Present
Manulife Asset Management August 2008 - June 2014
Columbia Management September 2001 - June 2008
Neuberger Berman July 1999 - September 2001
Skills
Small and mid cap..., Competitive advantage..., Strategic Leadership, Portfolio Management, Management, Equity Research, Equities, Hedge Funds, Alternative Investments, Bloomberg, Investment Strategies, Fixed Income, Mutual Funds, Asset Management, Investment Management, Competitive Advantage, Business Strategy
Education
Virginia Polytechnic Institute and State University 1990 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Guilford College 1986 — 1990
Bachelor of Science, Pre-Medicine/Pre-Medical Studies
Columbia Management August 2014 - Present
Manulife Asset Management August 2008 - June 2014
Columbia Management September 2001 - June 2008
Neuberger Berman July 1999 - September 2001
Skills
Small and mid cap..., Competitive advantage..., Strategic Leadership, Portfolio Management, Management, Equity Research, Equities, Hedge Funds, Alternative Investments, Bloomberg, Investment Strategies, Fixed Income, Mutual Funds, Asset Management, Investment Management, Competitive Advantage, Business Strategy
Education
Virginia Polytechnic Institute and State University 1990 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Guilford College 1986 — 1990
Bachelor of Science, Pre-Medicine/Pre-Medical Studies
Chris Altieri's Neuberger Berman Experience June 2015 - Present
Job Compliance Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2015 - Present
UBS November 2014 - June 2015
UBS June 2012 - November 2014
UBS March 2012 - June 2012
Centerview Partners February 2012 - March 2012
Perella Weinberg Partners July 2011 - August 2011
Innovation Interactive July 2008 - October 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Editing, Banking, Customer Service, Research, Lotus Notes, Analysis, Bloomberg, Charles River IMS, Microsoft Outlook, Surveillance, Finance, Financial Services, Leadership, Anti Money Laundering, Financial Crimes..., Human Resources, Event Planning, Invoicing, Marketing, Adobe Acrobat, Equities, Fixed Income
Education
Kean University
Bachelor of Science (B.S.), Business Management
Montclair High School
Neuberger Berman June 2015 - Present
UBS November 2014 - June 2015
UBS June 2012 - November 2014
UBS March 2012 - June 2012
Centerview Partners February 2012 - March 2012
Perella Weinberg Partners July 2011 - August 2011
Innovation Interactive July 2008 - October 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Editing, Banking, Customer Service, Research, Lotus Notes, Analysis, Bloomberg, Charles River IMS, Microsoft Outlook, Surveillance, Finance, Financial Services, Leadership, Anti Money Laundering, Financial Crimes..., Human Resources, Event Planning, Invoicing, Marketing, Adobe Acrobat, Equities, Fixed Income
Education
Kean University
Bachelor of Science (B.S.), Business Management
Montclair High School
Jessica Dawson Jessica Dawson's Neuberger Berman Experience August 2010 - September 2011
Job Consultant at Gallup | Talent & Performance Management| Employee Engagement| Leadership & Organizational Effectiveness
Industry Management Consulting
Experience
Gallup August 2014 - Present
Kelley School of Business - Indiana University May 2012 - May 2014
GE Healthcare May 2013 - August 2013
Fidelity Investments October 2011 - July 2012
Management Leadership for Tomorrow February 2011 - June 2012
Neuberger Berman August 2010 - September 2011
Neuberger Berman January 2007 - August 2010
Ameriprise Financial July 2005 - January 2007
Skills
Financial Planning, Client Relationship..., Series 7, Series 66, Business Strategy, Sales, Asset Management, CRM, Strategic Financial..., Financial Modeling, Portfolio Management, Uniform Combined State..., Investments, Leadership, Finance, Trading, Training, Human Resources, Financial Analysis, Strategy, Bloomberg, Analysis, Equities, Valuation
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Corporate Innovation and Human Capital Management
Spelman College 2001 — 2005
BA, Economics
Gallup August 2014 - Present
Kelley School of Business - Indiana University May 2012 - May 2014
GE Healthcare May 2013 - August 2013
Fidelity Investments October 2011 - July 2012
Management Leadership for Tomorrow February 2011 - June 2012
Neuberger Berman August 2010 - September 2011
Neuberger Berman January 2007 - August 2010
Ameriprise Financial July 2005 - January 2007
Skills
Financial Planning, Client Relationship..., Series 7, Series 66, Business Strategy, Sales, Asset Management, CRM, Strategic Financial..., Financial Modeling, Portfolio Management, Uniform Combined State..., Investments, Leadership, Finance, Trading, Training, Human Resources, Financial Analysis, Strategy, Bloomberg, Analysis, Equities, Valuation
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Corporate Innovation and Human Capital Management
Spelman College 2001 — 2005
BA, Economics
Leah (Zamkow) Zygler's Neuberger Berman Experience November 2013 - Present
Job Vice President, High Net Worth Marketing at Neuberger Berman
Industry Marketing and Advertising
Experience
Neuberger Berman November 2013 - Present
HNW April 2011 - October 2013
AllianceBernstein 2010 - 2011
Marsh Private Client Services May 2009 - June 2010
Marsh Private Client Services March 2007 - April 2009
Marsh Private Client Services May 2005 - March 2007
Rubenstein Public Relations May 2004 - April 2005
Skills
Public Relations, Advertising, Event Planning, Direct Marketing, Sponsorship, Marketing Communications, Internal Communications, Email Marketing, Marketing Strategy, Media Relations, Corporate Communications, Social Media Marketing, Press Releases, Management, Integrated Marketing, Digital Marketing
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Arts, Journalism, concentration in advertising and communications
Neuberger Berman November 2013 - Present
HNW April 2011 - October 2013
AllianceBernstein 2010 - 2011
Marsh Private Client Services May 2009 - June 2010
Marsh Private Client Services March 2007 - April 2009
Marsh Private Client Services May 2005 - March 2007
Rubenstein Public Relations May 2004 - April 2005
Skills
Public Relations, Advertising, Event Planning, Direct Marketing, Sponsorship, Marketing Communications, Internal Communications, Email Marketing, Marketing Strategy, Media Relations, Corporate Communications, Social Media Marketing, Press Releases, Management, Integrated Marketing, Digital Marketing
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Arts, Journalism, concentration in advertising and communications
Michael Zacharia Michael Zacharia's Neuberger Berman Experience 1997 - 2005
Job Director BNP Paribas Prime Brokerage
Industry Financial Services
Experience
BNP Paribas October 2008 - Present
Banc of America Securities, LLC August 2005 - December 2008
Banc of America Securities 2005 - October 2008
VP June 2003 - August 2005
Neuberger Berman (a Lehman Brothers Company) March 2000 - August 2005
Lehman-Neuberger Berman 1997 - 2005
Neuberger Berman 1997 - 2005
Prime Brokerage & Correspondent Clearing Group March 2000 - June 2003
Oppenheimer Capital March 1997 - March 2000
Cantor Fitzgerald June 1996 - March 1997
Skills
Prime Brokerage, Series 7, Collateral Management, Series 63, Series 24, Corporate Actions, Settlement, Equity Trading, Capital Markets, Swaps, Electronic Trading, Fixed Income, Equities, Hedge Funds, Options, Trading, Investments, Derivatives, Equity Derivatives, Bloomberg, Financial Markets, Currency, Bonds, Operational Risk, Portfolio Management, FINRA, Fund Administration, Relationship Management, Securities, Investment Advisory, Back Office, Trading Systems, Securities Lending, Client Services, Operational Risk..., Alternative Investments, Finance, CDS, FX Options, Middle Office, Structured Products, Mutual Funds, Financial Services
Education
Hofstra University 1986 — 1989
BBS, Marketing
Hofstra University
Bachelors of Business Administration, Marketing
Finra exams
BNP Paribas October 2008 - Present
Banc of America Securities, LLC August 2005 - December 2008
Banc of America Securities 2005 - October 2008
VP June 2003 - August 2005
Neuberger Berman (a Lehman Brothers Company) March 2000 - August 2005
Lehman-Neuberger Berman 1997 - 2005
Neuberger Berman 1997 - 2005
Prime Brokerage & Correspondent Clearing Group March 2000 - June 2003
Oppenheimer Capital March 1997 - March 2000
Cantor Fitzgerald June 1996 - March 1997
Skills
Prime Brokerage, Series 7, Collateral Management, Series 63, Series 24, Corporate Actions, Settlement, Equity Trading, Capital Markets, Swaps, Electronic Trading, Fixed Income, Equities, Hedge Funds, Options, Trading, Investments, Derivatives, Equity Derivatives, Bloomberg, Financial Markets, Currency, Bonds, Operational Risk, Portfolio Management, FINRA, Fund Administration, Relationship Management, Securities, Investment Advisory, Back Office, Trading Systems, Securities Lending, Client Services, Operational Risk..., Alternative Investments, Finance, CDS, FX Options, Middle Office, Structured Products, Mutual Funds, Financial Services
Education
Hofstra University 1986 — 1989
BBS, Marketing
Hofstra University
Bachelors of Business Administration, Marketing
Finra exams
Kennie Scott's Neuberger Berman Experience January 2013 - February 2013
Job Creative Professional
Industry Apparel & Fashion
Experience
Saks Fifth Avenue November 2013 - Present
Neuberger Berman January 2013 - February 2013
Groupon December 2012 - January 2013
Lucky B Boutique May 2012 - September 2012
COLORED THREADS November 2011 - March 2012
Colored Threads 2011 - March 2012
Nordstrom April 2010 - August 2011
Nordstrom April 2010 - August 2011
Vidya pappankalaln March 2011 - April 2011
Inseam Denim Supply co. January 2009 - August 2009
Skills
Business Strategy, Business Intelligence, Fashion Design, Apparel Graphics, Fashion Illustration, Consumer Retail, Freelance Painter &...
Education
Indiana University Bloomington 2008 — 2010
Certificate, Fashion Design
INDIANA UNIVERSITY 2007 — 2010
Bachelors of Science, Apparel Merchandising; Business
Indiana University - Kelley School of Business 2007 — 2010
Minor, Business
Indiana University Bloomington 2007 — 2010
Bachelors of Science, Apparel Merchandising
Saks Fifth Avenue November 2013 - Present
Neuberger Berman January 2013 - February 2013
Groupon December 2012 - January 2013
Lucky B Boutique May 2012 - September 2012
COLORED THREADS November 2011 - March 2012
Colored Threads 2011 - March 2012
Nordstrom April 2010 - August 2011
Nordstrom April 2010 - August 2011
Vidya pappankalaln March 2011 - April 2011
Inseam Denim Supply co. January 2009 - August 2009
Skills
Business Strategy, Business Intelligence, Fashion Design, Apparel Graphics, Fashion Illustration, Consumer Retail, Freelance Painter &...
Education
Indiana University Bloomington 2008 — 2010
Certificate, Fashion Design
INDIANA UNIVERSITY 2007 — 2010
Bachelors of Science, Apparel Merchandising; Business
Indiana University - Kelley School of Business 2007 — 2010
Minor, Business
Indiana University Bloomington 2007 — 2010
Bachelors of Science, Apparel Merchandising
Dara Hesslein Dara Hesslein's Neuberger Berman Experience September 2013 - Present
Job Product Development Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2013 - Present
Fragomen, Del Rey, Bernsen & Loewy August 2012 - July 2013
Franklin & Marshall College January 2012 - June 2012
OppenheimerFunds June 2011 - August 2011
American Cancer Society January 2011 - May 2011
OppenheimerFunds June 2010 - August 2010
Skills
Immigration Law, Community Outreach, Event Planning, Social Media, Client Relations Skills, Public Relations, Mutual Funds, Financial Markets, Data Analysis, Marketing Strategy, Market Research, Qualitative Research, Fundraisers, Microsoft Office, Morningstar Direct, Strategic Insights
Education
Franklin & Marshall College 2008 — 2012
B.A., Global Economics, 3.5 GPA
Parsons School of Design 2009 — 2009
Summer Intensive Graphic Design Student
Neuberger Berman September 2013 - Present
Fragomen, Del Rey, Bernsen & Loewy August 2012 - July 2013
Franklin & Marshall College January 2012 - June 2012
OppenheimerFunds June 2011 - August 2011
American Cancer Society January 2011 - May 2011
OppenheimerFunds June 2010 - August 2010
Skills
Immigration Law, Community Outreach, Event Planning, Social Media, Client Relations Skills, Public Relations, Mutual Funds, Financial Markets, Data Analysis, Marketing Strategy, Market Research, Qualitative Research, Fundraisers, Microsoft Office, Morningstar Direct, Strategic Insights
Education
Franklin & Marshall College 2008 — 2012
B.A., Global Economics, 3.5 GPA
Parsons School of Design 2009 — 2009
Summer Intensive Graphic Design Student
Manish Goyal Manish Goyal's Neuberger Berman Experience November 1998 - October 2004
Job Managing Director Portfolio Manager at JP Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management June 2014 - Present
TIAA-CREF 2004 - 2012
Neuberger Berman November 1998 - October 2004
Sanford C. Bernstein June 1996 - November 1998
Skills
Equity Research, Alternative Investments, Investment Management, Portfolio Management, Fixed Income, Asset Management, Capital Markets, Strategy, Hedge Funds, Corporate Finance, Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Management, Investments, Emerging Markets, Financial Services, Bloomberg, Investment Strategies, Asset Allocation, Series 7, Investment Banking, Securities, Derivatives, Mutual Funds, Trading, Equity Valuation, Series 63, Options, Venture Capital, Financial Markets, Bonds, Trading Systems, Equity Trading
Education
University of Wisconsin-Madison 1994 — 1996
MS, Finance -- Security Analysis & Portfolio Management
Jiwaji University 1990 — 1992
Master of Commerce
J.P. Morgan Asset Management June 2014 - Present
TIAA-CREF 2004 - 2012
Neuberger Berman November 1998 - October 2004
Sanford C. Bernstein June 1996 - November 1998
Skills
Equity Research, Alternative Investments, Investment Management, Portfolio Management, Fixed Income, Asset Management, Capital Markets, Strategy, Hedge Funds, Corporate Finance, Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Management, Investments, Emerging Markets, Financial Services, Bloomberg, Investment Strategies, Asset Allocation, Series 7, Investment Banking, Securities, Derivatives, Mutual Funds, Trading, Equity Valuation, Series 63, Options, Venture Capital, Financial Markets, Bonds, Trading Systems, Equity Trading
Education
University of Wisconsin-Madison 1994 — 1996
MS, Finance -- Security Analysis & Portfolio Management
Jiwaji University 1990 — 1992
Master of Commerce
Jeffrey Wooster Jeffrey Wooster's Neuberger Berman Experience April 2012 - September 2012
Job Supervisor OTC Valuations and Pricing
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
HedgeServ March 2014 - April 2015
Deutsche Bank September 2012 - March 2014
Neuberger Berman April 2012 - September 2012
Brown Brothers Harriman March 2011 - April 2012
Apex Investment Services - Securities June 2010 - March 2011
Education
Fordham University 2012 — 2016
Master of Business Administration (M.B.A.), Pre MBA, 3.8
University of Rhode Island 2006 — 2010
Bachelor of Science Degree, Quantitative Economics
BNY Mellon April 2015 - Present
HedgeServ March 2014 - April 2015
Deutsche Bank September 2012 - March 2014
Neuberger Berman April 2012 - September 2012
Brown Brothers Harriman March 2011 - April 2012
Apex Investment Services - Securities June 2010 - March 2011
Education
Fordham University 2012 — 2016
Master of Business Administration (M.B.A.), Pre MBA, 3.8
University of Rhode Island 2006 — 2010
Bachelor of Science Degree, Quantitative Economics
Qi David Tang Qi David Tang's Neuberger Berman Experience December 2011 - Present
Job Quantitative Analyst at Neuberger Berman
Industry Capital Markets
Experience
Neuberger Berman December 2011 - Present
Chinese Finance Association of America 2011 - 2014
Fannie Mae May 2010 - January 2012
Allstate 2007 - March 2011
ABN AMRO May 2004 - 2007
Skills
Fixed Income Trading, Interest Rate Risk..., Tactical Asset..., Fixed Income, Credit Risk, Risk Management, Hedging, Asset Allocation, Series 7, Series 63, General Securities...
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Analytical Finance
Illinois State University 1999 — 2000
MS, Computer Science
Illinois State University 1997 — 1999
MS, Economics
Renmin University of China 1993 — 1997
BA, International Economics
Neuberger Berman December 2011 - Present
Chinese Finance Association of America 2011 - 2014
Fannie Mae May 2010 - January 2012
Allstate 2007 - March 2011
ABN AMRO May 2004 - 2007
Skills
Fixed Income Trading, Interest Rate Risk..., Tactical Asset..., Fixed Income, Credit Risk, Risk Management, Hedging, Asset Allocation, Series 7, Series 63, General Securities...
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Analytical Finance
Illinois State University 1999 — 2000
MS, Computer Science
Illinois State University 1997 — 1999
MS, Economics
Renmin University of China 1993 — 1997
BA, International Economics
Chris Biotti Chris Biotti's Neuberger Berman Experience May 2008 - June 2012
Job Market Executive at US Trust
Industry Investment Management
Experience
US Trust July 2012 - Present
Neuberger Berman May 2008 - June 2012
Deutsche Bank February 2006 - May 2008
Bank of America Private Bank January 2003 - February 2006
Education
Suffolk Law School 1994 — 1997
JD
Harvard University 1985 — 1989
AB
Belmont Hill School 1979 — 1985
US Trust July 2012 - Present
Neuberger Berman May 2008 - June 2012
Deutsche Bank February 2006 - May 2008
Bank of America Private Bank January 2003 - February 2006
Education
Suffolk Law School 1994 — 1997
JD
Harvard University 1985 — 1989
AB
Belmont Hill School 1979 — 1985
Clara E. Del Villar's Neuberger Berman Experience January 1991 - October 2003
Job Chief Operating Officer; General Manager of Digital Operations at ATLX /ATLX Digital
Industry Online Media
Experience
ATLX Athletic Lifestyle /ATLX - Digital Operations August 2015 - Present
Professional Summary September 2014 - Present
Hispanic Post September 2011 - Present
Acorn Energy March 2010 - February 2011
In Energy Advisors/ Energy & Environmental Research Center November 2007 - January 2011
Nortel Networks December 2004 - November 2006
Neuberger Berman January 1991 - October 2003
Nomura Securities January 1986 - December 1990
Skills
Investment Strategy, New Business Development, New Hispanic Media, Change Management, Investment Strategies, Business Development, Strategic Partnerships, Energy, Portfolio Management, Contract Negotiation, Entrepreneurship, Leadership, Marketing, Venture Capital, Financial Analysis, Public Relations, Enterprise Software, Management Consulting, Product Management, Cleantech
Education
Georgetown University 1977 — 1980
B.S.F.S., International Finance, Energy Economics
The George Washington University 1976 — 1977
Political Science and Government
ATLX Athletic Lifestyle /ATLX - Digital Operations August 2015 - Present
Professional Summary September 2014 - Present
Hispanic Post September 2011 - Present
Acorn Energy March 2010 - February 2011
In Energy Advisors/ Energy & Environmental Research Center November 2007 - January 2011
Nortel Networks December 2004 - November 2006
Neuberger Berman January 1991 - October 2003
Nomura Securities January 1986 - December 1990
Skills
Investment Strategy, New Business Development, New Hispanic Media, Change Management, Investment Strategies, Business Development, Strategic Partnerships, Energy, Portfolio Management, Contract Negotiation, Entrepreneurship, Leadership, Marketing, Venture Capital, Financial Analysis, Public Relations, Enterprise Software, Management Consulting, Product Management, Cleantech
Education
Georgetown University 1977 — 1980
B.S.F.S., International Finance, Energy Economics
The George Washington University 1976 — 1977
Political Science and Government
Jeremy McKitrick, CRPC®'s Neuberger Berman Experience April 2014 - Present
Job Senior Regional Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2014 - Present
Lord, Abbett & Co. LLC August 2011 - April 2014
Education
Georgetown University
Neuberger Berman April 2014 - Present
Lord, Abbett & Co. LLC August 2011 - April 2014
Education
Georgetown University
David Reading's Neuberger Berman Experience June 2014 - August 2014
Job Summer Analyst at Matrix Capital Management Company, L.P.
Industry Financial Services
Experience
Global Platinum Securities March 2015 - Present
Matrix Capital Management Company, L.P. June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
Oberon Securities, LLC June 2013 - August 2013
Skills
Valuation
Education
Harvard University 2013 — 2017
Montclair Kimberley Academy 2009 — 2013
High School Diploma
Global Platinum Securities March 2015 - Present
Matrix Capital Management Company, L.P. June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
Oberon Securities, LLC June 2013 - August 2013
Skills
Valuation
Education
Harvard University 2013 — 2017
Montclair Kimberley Academy 2009 — 2013
High School Diploma
Peter Janulis's Neuberger Berman Experience June 2013 - August 2013
Job Student
Industry Financial Services
Experience
Nomura August 2014 - August 2014
Millennium Management June 2014 - July 2014
Neuberger Berman June 2013 - August 2013
Neuberger Berman June 2012 - August 2012
Skills
Microsoft Office, Research, Investments, Public Speaking, PowerPoint
Education
Harvard University 2012 — 2016
Economics
Riverdale Country School 2007 — 2011
Nomura August 2014 - August 2014
Millennium Management June 2014 - July 2014
Neuberger Berman June 2013 - August 2013
Neuberger Berman June 2012 - August 2012
Skills
Microsoft Office, Research, Investments, Public Speaking, PowerPoint
Education
Harvard University 2012 — 2016
Economics
Riverdale Country School 2007 — 2011
Boris Domantovsky Boris Domantovsky's Neuberger Berman Experience January 2014 - Present
Job Fund Accountant at Neuberger Berman
Industry Banking
Experience
Neuberger Berman January 2014 - Present
BNY Mellon October 2012 - December 2013
Democracy At Work October 2010 - May 2012
GameStop January 2011 - May 2011
Minutemen Equity Fund January 2009 - May 2010
University of Massachusetts Amherst January 2008 - May 2010
Skills
Macroeconomics, Microsoft Office, SAS, Microsoft Excel, Bloomberg Terminal, VBA, PowerPoint, HTML, Microsoft Word, Python, Drupal, Wordpress, Morningstar, Microeconomics, Environmental Economics, Russian, Mutual Funds, Workbench, InvestOne, Equity Derivatives, Derivatives, Foreign Currency, Foreign Currency..., Dividend Policy, Dividends, Account Reconciliation
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
BBA, Finance, Economics, Information Technology
University of Massachusetts, Amherst 2006 — 2010
BBA, Finance, Economics, Information Technology
Neuberger Berman January 2014 - Present
BNY Mellon October 2012 - December 2013
Democracy At Work October 2010 - May 2012
GameStop January 2011 - May 2011
Minutemen Equity Fund January 2009 - May 2010
University of Massachusetts Amherst January 2008 - May 2010
Skills
Macroeconomics, Microsoft Office, SAS, Microsoft Excel, Bloomberg Terminal, VBA, PowerPoint, HTML, Microsoft Word, Python, Drupal, Wordpress, Morningstar, Microeconomics, Environmental Economics, Russian, Mutual Funds, Workbench, InvestOne, Equity Derivatives, Derivatives, Foreign Currency, Foreign Currency..., Dividend Policy, Dividends, Account Reconciliation
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
BBA, Finance, Economics, Information Technology
University of Massachusetts, Amherst 2006 — 2010
BBA, Finance, Economics, Information Technology
Elizabeth Cribbs Elizabeth Cribbs's Neuberger Berman Experience July 2007 - Present
Job Head of Corporate Social Responsibility & Foundation President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2007 - Present
HSBC July 1997 - November 2006
PwC July 1993 - August 1995
Skills
Philanthropy, Investments, Community Development, Strategic Planning, Alternative Investments, Banking, Corporate Social..., Leadership, Series 7, Securities, Fixed Income, Mutual Funds, Hedge Funds, Portfolio Management, Asset Management
Education
Kennedy School of Government, Harvard University
M.P.P., Urban Economic Development
Wharton School, University of Pennsylvania
B.S. in Economics, Accounting
Neuberger Berman July 2007 - Present
HSBC July 1997 - November 2006
PwC July 1993 - August 1995
Skills
Philanthropy, Investments, Community Development, Strategic Planning, Alternative Investments, Banking, Corporate Social..., Leadership, Series 7, Securities, Fixed Income, Mutual Funds, Hedge Funds, Portfolio Management, Asset Management
Education
Kennedy School of Government, Harvard University
M.P.P., Urban Economic Development
Wharton School, University of Pennsylvania
B.S. in Economics, Accounting
Tom Bauer's Neuberger Berman Experience April 2014 - Present
Job Senior Regional Director, Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2014 - Present
Curian Capital August 2010 - April 2014
Skills
Separately Managed..., Unified Managed Accounts, Series 7, Asset Allocation, Performance Attribution, Mutual Funds, Portfolio Management, Investment Advisory
Education
Kansas State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Neuberger Berman April 2014 - Present
Curian Capital August 2010 - April 2014
Skills
Separately Managed..., Unified Managed Accounts, Series 7, Asset Allocation, Performance Attribution, Mutual Funds, Portfolio Management, Investment Advisory
Education
Kansas State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Brian Lord Brian Lord's Neuberger Berman Experience April 2010 - Present
Job SVP & CCOFixed Income at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2010 - Present
Fortis Investments (formerly ABN AMRO Asset Mgt) July 2004 - April 2010
ABN AMRO Asset Management July 2004 - April 2007
LaSalle 2004 - 2007
State Farm 1999 - 2001
Hartford Life 1998 - 1999
CNA Insurance 1996 - 1998
Comdisco 1988 - 1990
York High 1979 - 1983
Skills
Investment Advisory, Asset Management, Investments, Institutional, Compliance, AML, Asset Managment, Fixed Income, Securities, Finance, Investment Management, Risk Management, Corporate Governance, Mutual Funds, Alternative Investments, Hedge Funds, Capital Markets, Equities
Education
London School of Economics and Political Science 1994 — 1995
LLM, International Business Law
Northern Illinois University 1991 — 1994
JD, Law
Indiana University - Kelley School of Business 1983 — 1987
BS, Accounting
York Community High School 1979 — 1983
Neuberger Berman April 2010 - Present
Fortis Investments (formerly ABN AMRO Asset Mgt) July 2004 - April 2010
ABN AMRO Asset Management July 2004 - April 2007
LaSalle 2004 - 2007
State Farm 1999 - 2001
Hartford Life 1998 - 1999
CNA Insurance 1996 - 1998
Comdisco 1988 - 1990
York High 1979 - 1983
Skills
Investment Advisory, Asset Management, Investments, Institutional, Compliance, AML, Asset Managment, Fixed Income, Securities, Finance, Investment Management, Risk Management, Corporate Governance, Mutual Funds, Alternative Investments, Hedge Funds, Capital Markets, Equities
Education
London School of Economics and Political Science 1994 — 1995
LLM, International Business Law
Northern Illinois University 1991 — 1994
JD, Law
Indiana University - Kelley School of Business 1983 — 1987
BS, Accounting
York Community High School 1979 — 1983
Amy Heather's Neuberger Berman Experience February 2012 - July 2014
Job Director of Accounts at Public Good
Industry Internet
Experience
Public Good Software, Inc. May 2015 - Present
Public Good Software, Inc. July 2014 - May 2015
Neuberger Berman February 2012 - July 2014
University of Washington November 2010 - October 2011
University of Washington September 2009 - November 2010
University of Washington November 2008 - September 2009
OnRequest Images June 2008 - November 2008
Riot Act Media September 2007 - May 2008
Holland America October 2007 - December 2007
County of San Diego June 2005 - August 2005
Skills
Event Planning, Research, Event Management, Social Media, PowerPoint, Marketing, Project Management, Non-profits, Microsoft Office, Customer Service, Editing, SharePoint, Salesforce.com, Superior Client Service, Client Service Oriented, Program Management, Training, Client Services, Nonprofits, Management, Public Relations
Education
Seattle Central Community College 2010 — 2010
Grant Writing Certificate
University of Washington 2004 — 2006
BA, Communications, Sociology
Green River Community College 2002 — 2004
AA, Communications, Sociology
Public Good Software, Inc. May 2015 - Present
Public Good Software, Inc. July 2014 - May 2015
Neuberger Berman February 2012 - July 2014
University of Washington November 2010 - October 2011
University of Washington September 2009 - November 2010
University of Washington November 2008 - September 2009
OnRequest Images June 2008 - November 2008
Riot Act Media September 2007 - May 2008
Holland America October 2007 - December 2007
County of San Diego June 2005 - August 2005
Skills
Event Planning, Research, Event Management, Social Media, PowerPoint, Marketing, Project Management, Non-profits, Microsoft Office, Customer Service, Editing, SharePoint, Salesforce.com, Superior Client Service, Client Service Oriented, Program Management, Training, Client Services, Nonprofits, Management, Public Relations
Education
Seattle Central Community College 2010 — 2010
Grant Writing Certificate
University of Washington 2004 — 2006
BA, Communications, Sociology
Green River Community College 2002 — 2004
AA, Communications, Sociology
Al Avazis Al Avazis's Neuberger Berman Experience November 2004 - January 2011
Job Sales Director at Charles Schwab
Industry Financial Services
Experience
Neuberger Berman November 2004 - January 2011
Dreyfus June 2003 - June 2004
HSBC June 2002 - June 2003
Merrill Lynch January 1999 - January 2002
Apple Food Brokerage, Inc January 1998 - January 1999
Arena Sport and Graphics, Inc January 1994 - January 1998
Education
Johnson and Wales University
A.A.S, Cum Laude Culinary Arts
Neuberger Berman November 2004 - January 2011
Dreyfus June 2003 - June 2004
HSBC June 2002 - June 2003
Merrill Lynch January 1999 - January 2002
Apple Food Brokerage, Inc January 1998 - January 1999
Arena Sport and Graphics, Inc January 1994 - January 1998
Education
Johnson and Wales University
A.A.S, Cum Laude Culinary Arts
Hemin Desai Hemin Desai's Neuberger Berman Experience August 2014 - Present
Job Vice President, Head of Marketing Programs at Neuberger Berman
Industry Marketing and Advertising
Experience
Neuberger Berman August 2014 - Present
Travelers Insurance August 2007 - August 2014
iGATE Global Solutions July 2004 - August 2007
Linear Dimensions July 2001 - June 2004
Skills
Marketing Strategy, Digital Marketing, Customer Insight, Customer Data..., Marketing Operations, Marketing Analytics, Business Intelligence, Big Data, Program Management, Technology Platform..., Business Process..., Team Building, Business Transformation, Talent Management, Data Warehousing, Business Strategy, Digital Adoption, Marketing Automation, E-commerce, Project Management, Analytics, Change Management, Insurance, Management Consulting, Marketing, Management, Web Analytics, CRM
Education
Illinois Institute of Technology 2000 — 2002
Masters, Computer Science and Management
Neuberger Berman August 2014 - Present
Travelers Insurance August 2007 - August 2014
iGATE Global Solutions July 2004 - August 2007
Linear Dimensions July 2001 - June 2004
Skills
Marketing Strategy, Digital Marketing, Customer Insight, Customer Data..., Marketing Operations, Marketing Analytics, Business Intelligence, Big Data, Program Management, Technology Platform..., Business Process..., Team Building, Business Transformation, Talent Management, Data Warehousing, Business Strategy, Digital Adoption, Marketing Automation, E-commerce, Project Management, Analytics, Change Management, Insurance, Management Consulting, Marketing, Management, Web Analytics, CRM
Education
Illinois Institute of Technology 2000 — 2002
Masters, Computer Science and Management
Joseph Anthony Cavanna Joseph Anthony Cavanna's Neuberger Berman Experience November 2000 - December 2008
Job Sr. Information Architect / UX at Blue Fountain Media
Industry Information Technology and Services
Experience
Blue Fountain Media May 2013 - Present
JPMorgan Chase November 2012 - May 2013
Barclays January 2009 - November 2012
Lehman Brothers January 2004 - December 2008
Neuberger Berman November 2000 - December 2008
Goldman Sachs August 2000 - November 2000
Skills
User Experience, Dreamweaver, Information Architecture, Human Computer..., User Interface Design, Wireframes, Interaction Design, Usability, Visio, User-centered Design, SQL, Photoshop, XML, Mobile Applications, Accessibility, Balsamiq, Axure, Illustrator, PowerPoint, UI Frameworks, jQuery, WordPress, Web Design, CMS, Web Analytics, Heuristic Evaluation, CSS3, Adobe LiveCycle Designer, HTML5, Word, Excel, Magento, Drupal, Responsive Design, Conceptual Modeling, User Scenarios, Mobile Interface Design, OmniGraffle, A/B testing, iRise, Personas, Final Cut Pro, Cubase, Pro Tools, Audio Engineering, Technical Writing, Functional..., Creative Writing, Rapid Prototyping, HTML
Education
Iowa State University 2014 — 2016
Master of Science (M.S.), Human Computer Interaction
Wagner College
Master of Business Administration M.B.A., Marketing / Advertising
Wagner College
Bachelor of Science B.S., Economics / Business Administration
Bishop Ford High School
High School Diploma, Economics
Blue Fountain Media May 2013 - Present
JPMorgan Chase November 2012 - May 2013
Barclays January 2009 - November 2012
Lehman Brothers January 2004 - December 2008
Neuberger Berman November 2000 - December 2008
Goldman Sachs August 2000 - November 2000
Skills
User Experience, Dreamweaver, Information Architecture, Human Computer..., User Interface Design, Wireframes, Interaction Design, Usability, Visio, User-centered Design, SQL, Photoshop, XML, Mobile Applications, Accessibility, Balsamiq, Axure, Illustrator, PowerPoint, UI Frameworks, jQuery, WordPress, Web Design, CMS, Web Analytics, Heuristic Evaluation, CSS3, Adobe LiveCycle Designer, HTML5, Word, Excel, Magento, Drupal, Responsive Design, Conceptual Modeling, User Scenarios, Mobile Interface Design, OmniGraffle, A/B testing, iRise, Personas, Final Cut Pro, Cubase, Pro Tools, Audio Engineering, Technical Writing, Functional..., Creative Writing, Rapid Prototyping, HTML
Education
Iowa State University 2014 — 2016
Master of Science (M.S.), Human Computer Interaction
Wagner College
Master of Business Administration M.B.A., Marketing / Advertising
Wagner College
Bachelor of Science B.S., Economics / Business Administration
Bishop Ford High School
High School Diploma, Economics
Clark (Guanmin) Zhang Clark (Guanmin) Zhang's Neuberger Berman Experience July 2011 - June 2012
Job Senior Business Analyst at Capital One Auto Finance
Industry Capital Markets
Experience
Capital One Auto Finance October 2014 - Present
Neuberger Berman July 2011 - June 2012
Ericsson July 2009 - June 2011
Ericsson July 2008 - June 2009
Skills
Equity Research, Financial Modeling, Financial Analysis, SQL, Bloomberg Terminal, Java, C++, Agile Methodologies, VBA, Analysis, Equities
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.6
Fudan University 2004 — 2008
Bachelor of Engineering (B.E.), Computer Software Engineering, top 20%
Capital One Auto Finance October 2014 - Present
Neuberger Berman July 2011 - June 2012
Ericsson July 2009 - June 2011
Ericsson July 2008 - June 2009
Skills
Equity Research, Financial Modeling, Financial Analysis, SQL, Bloomberg Terminal, Java, C++, Agile Methodologies, VBA, Analysis, Equities
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.6
Fudan University 2004 — 2008
Bachelor of Engineering (B.E.), Computer Software Engineering, top 20%
Jason Ree Jason Ree's Neuberger Berman Experience July 2006 - Present
Job Vice President Portfolio Analytics and Risk
Industry Investment Management
Experience
Neuberger Berman July 2006 - Present
Skills
Bloomberg, Portfolio Management, Equities, Alternative Investments, Portfolio Analytics, Performance Measurement, Performance Attribution, Barra, Factset, Morningstar Direct, Risk, Mutual Funds, Investments, Liquid Alternative..., Multi-Asset Class...
Education
Hofstra University
BA
Neuberger Berman July 2006 - Present
Skills
Bloomberg, Portfolio Management, Equities, Alternative Investments, Portfolio Analytics, Performance Measurement, Performance Attribution, Barra, Factset, Morningstar Direct, Risk, Mutual Funds, Investments, Liquid Alternative..., Multi-Asset Class...
Education
Hofstra University
BA
Bill Knox Bill Knox's Neuberger Berman Experience October 1993 - June 1996
Job Wealth Manager Principal at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
none - retired January 2010 - Present
RegentAtlantic Capital, LLC January 1999 - December 2009
Herold and Haines, P.A. September 1984 - January 1999
Neuberger Berman October 1993 - June 1996
Lowenstein Sandler PC July 1971 - August 1982
Skills
Risk Management, Financial Planners, Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Estate Tax Planning, Portfolio Management, Asset Managment, Fixed Income, Trusts, Investment Management, Investment Strategies, Asset Allocation, Alternative Investments, Mutual Funds, Hedge Funds, Personal Financial...
Education
Harvard Law School 1967 — 1971
Doctor of Law (JD)
Wesleyan University 1961 — 1965
BA, philosophy
none - retired January 2010 - Present
RegentAtlantic Capital, LLC January 1999 - December 2009
Herold and Haines, P.A. September 1984 - January 1999
Neuberger Berman October 1993 - June 1996
Lowenstein Sandler PC July 1971 - August 1982
Skills
Risk Management, Financial Planners, Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Estate Tax Planning, Portfolio Management, Asset Managment, Fixed Income, Trusts, Investment Management, Investment Strategies, Asset Allocation, Alternative Investments, Mutual Funds, Hedge Funds, Personal Financial...
Education
Harvard Law School 1967 — 1971
Doctor of Law (JD)
Wesleyan University 1961 — 1965
BA, philosophy
Ed Mettelman Ed Mettelman's Neuberger Berman Experience June 1988 - November 2001
Job Managing Director at Investment Strategies Fund, LP
Industry Financial Services
Experience
Investment Strategies Fund, LP September 2009 - Present
The Westport Funds January 2008 - Present
Ganeden Biotech 2004 - Present
Hartwick College September 1996 - May 2010
Neuberger Berman June 1988 - November 2001
Wilshire Associates June 1984 - May 1988
Citibank May 1978 - May 1984
Skills
Strategic Planning, Hedge Funds, Public Speaking
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1976 — 1978
MBA, Finance and Applied Economics
Hartwick College 1972 — 1976
BA, Economics
New Hartford High School 1968 — 1972
NYS Regents Diploma, College prepratory
Investment Strategies Fund, LP September 2009 - Present
The Westport Funds January 2008 - Present
Ganeden Biotech 2004 - Present
Hartwick College September 1996 - May 2010
Neuberger Berman June 1988 - November 2001
Wilshire Associates June 1984 - May 1988
Citibank May 1978 - May 1984
Skills
Strategic Planning, Hedge Funds, Public Speaking
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1976 — 1978
MBA, Finance and Applied Economics
Hartwick College 1972 — 1976
BA, Economics
New Hartford High School 1968 — 1972
NYS Regents Diploma, College prepratory
Krystle Diaz's Neuberger Berman Experience June 2012 - August 2012
Job Advisory Associate at KPMG
Industry Accounting
Experience
KPMG US August 2014 - Present
Alta Via Advisors October 2013 - August 2014
Fordham University September 2010 - December 2012
Neuberger Berman June 2012 - August 2012
Fordham University June 2011 - August 2011
National Hispanic Institute July 2009 - July 2009
Skills
Spanish, Microsoft Office, PowerPoint, SPSS, Microsoft Excel
Education
Fordham University 2010 — 2014
Bachelor of Science, Business Administration
KPMG US August 2014 - Present
Alta Via Advisors October 2013 - August 2014
Fordham University September 2010 - December 2012
Neuberger Berman June 2012 - August 2012
Fordham University June 2011 - August 2011
National Hispanic Institute July 2009 - July 2009
Skills
Spanish, Microsoft Office, PowerPoint, SPSS, Microsoft Excel
Education
Fordham University 2010 — 2014
Bachelor of Science, Business Administration
Janell Brittain Janell Brittain's Neuberger Berman Experience June 2010 - July 2010
Job Client Operations Team Leader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2013 - Present
Fisher Investments June 2013 - September 2013
Fisher Investments September 2012 - June 2013
Zeta Tau Alpha July 2011 - May 2012
Neuberger Berman June 2010 - July 2010
Skills
Leadership Development, Event Planning, Training, Social Media, Leadership, Marketing Communications, Recruiting, Social Media Marketing, Advertising
Education
Georgia College and State University 2007 — 2011
BBA, Marketing
Fisher Investments September 2013 - Present
Fisher Investments June 2013 - September 2013
Fisher Investments September 2012 - June 2013
Zeta Tau Alpha July 2011 - May 2012
Neuberger Berman June 2010 - July 2010
Skills
Leadership Development, Event Planning, Training, Social Media, Leadership, Marketing Communications, Recruiting, Social Media Marketing, Advertising
Education
Georgia College and State University 2007 — 2011
BBA, Marketing
Thomas Pe Thomas Pe's Neuberger Berman Experience August 2004 - November 2009
Job VP, Team Lead for Core Application Development at OTC Markets Group
Industry Financial Services
Experience
OTC Markets Group October 2014 - Present
Barclays Capital July 2011 - September 2014
RBC Capital Markets December 2009 - July 2011
Neuberger Berman August 2004 - November 2009
InStep Software, LLC February 1997 - August 2004
Skills
Fixed Income, Equities, Java, Financial Risk, Microsoft SQL Server, WCF
Education
Loyola University Chicago 1999 — 2002
MS Computer Science
Iowa State University 1991 — 1997
Ph.D Physics, Condensed Matter Physics
OTC Markets Group October 2014 - Present
Barclays Capital July 2011 - September 2014
RBC Capital Markets December 2009 - July 2011
Neuberger Berman August 2004 - November 2009
InStep Software, LLC February 1997 - August 2004
Skills
Fixed Income, Equities, Java, Financial Risk, Microsoft SQL Server, WCF
Education
Loyola University Chicago 1999 — 2002
MS Computer Science
Iowa State University 1991 — 1997
Ph.D Physics, Condensed Matter Physics
Murthy Mollivenkata Murthy Mollivenkata's Neuberger Berman Experience July 2012 - Present
Job Sr. SAP HCM Functional Lead at Neuberger Berman
Industry Computer Software
Experience
Neuberger Berman July 2012 - Present
Southwest Water Company October 2010 - June 2012
The United Illuminating Company May 2011 - August 2011
Metropolitan District Commission July 2010 - June 2011
Telephone and Data Systems™ (TDS™) January 2011 - March 2011
State of Arkansas July 2010 - September 2010
Tarrant County 2008 - July 2010
Alliance Bernstein July 2007 - June 2008
Finance/Insurance July 2006 - March 2007
Sharp Electronics Corporation 2006 - 2006
Skills
SAP, SAP Portal, SAP HR, WebDynpro, SAP R/3, ECC, SAP Netweaver, SAP Implementation, ERP, Requirements Analysis, Integration, Enterprise Portals, Business Objects, ESS, Business Analysis, Portals, MSS, SAP ERP, Consulting, Business Process
Education
University of Missouri-Saint Louis 2000 — 2002
Master of Science (MS), Electrical Engineering
Jawaharlal Nehru Technological University 1996 — 2000
Bachelor of Technology (B.Tech.), Electrical Engineering
Aditya Junior College 1994 — 1996
Intermediate College, MPC
Neuberger Berman July 2012 - Present
Southwest Water Company October 2010 - June 2012
The United Illuminating Company May 2011 - August 2011
Metropolitan District Commission July 2010 - June 2011
Telephone and Data Systems™ (TDS™) January 2011 - March 2011
State of Arkansas July 2010 - September 2010
Tarrant County 2008 - July 2010
Alliance Bernstein July 2007 - June 2008
Finance/Insurance July 2006 - March 2007
Sharp Electronics Corporation 2006 - 2006
Skills
SAP, SAP Portal, SAP HR, WebDynpro, SAP R/3, ECC, SAP Netweaver, SAP Implementation, ERP, Requirements Analysis, Integration, Enterprise Portals, Business Objects, ESS, Business Analysis, Portals, MSS, SAP ERP, Consulting, Business Process
Education
University of Missouri-Saint Louis 2000 — 2002
Master of Science (MS), Electrical Engineering
Jawaharlal Nehru Technological University 1996 — 2000
Bachelor of Technology (B.Tech.), Electrical Engineering
Aditya Junior College 1994 — 1996
Intermediate College, MPC
Eric Gies Eric Gies's Neuberger Berman Experience March 2005 - April 2009
Job Managing Director Region Head at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust May 2009 - Present
Neuberger Berman March 2005 - April 2009
Bernstein Global Wealth Management July 1997 - March 2005
United States Navy April 1988 - July 1997
Education
Jacksonville University 1995 — 1997
MBA, Management
University of Florida 1983 — 1988
BS, Industrial Systems Engineering
Atlantic High School 1979 — 1983
High School Diploma, College Prep
Bessemer Trust May 2009 - Present
Neuberger Berman March 2005 - April 2009
Bernstein Global Wealth Management July 1997 - March 2005
United States Navy April 1988 - July 1997
Education
Jacksonville University 1995 — 1997
MBA, Management
University of Florida 1983 — 1988
BS, Industrial Systems Engineering
Atlantic High School 1979 — 1983
High School Diploma, College Prep
Gerald P. Iorio Gerald P. Iorio's Neuberger Berman Experience July 2006 - October 2007
Job Regional Director at International Value Advisers, LLC
Industry Financial Services
Experience
International Value Advisers January 2015 - Present
International Value Advisers, LLC January 2009 - December 2014
Van Eck Global September 2007 - December 2008
Neuberger Berman July 2006 - October 2007
Morgan Stanley Investment Management February 2003 - July 2006
Skills
Series 7, Series 66, Mutual Funds, Sales Management, ETFs, Alternative Investments, Series 63, Separately Managed..., Series 24, Fixed Income, Series 65, Asset Allocation, Investments, Asset Managment, Wealth Management, Securities, FINRA, Equities, Hedge Funds, Portfolio Management, Series 6, Investment Strategies, Retirement Planning, Investment Advisory, Investment Management, Uniform Combined State..., Financial Services, Retirement, Asset Management, 401k, Variable Annuities, Relationship Management
Education
John Carroll University 1998 — 2002
Finance, Business
Saint Peter's Prep 1994 — 1998
High School
International Value Advisers January 2015 - Present
International Value Advisers, LLC January 2009 - December 2014
Van Eck Global September 2007 - December 2008
Neuberger Berman July 2006 - October 2007
Morgan Stanley Investment Management February 2003 - July 2006
Skills
Series 7, Series 66, Mutual Funds, Sales Management, ETFs, Alternative Investments, Series 63, Separately Managed..., Series 24, Fixed Income, Series 65, Asset Allocation, Investments, Asset Managment, Wealth Management, Securities, FINRA, Equities, Hedge Funds, Portfolio Management, Series 6, Investment Strategies, Retirement Planning, Investment Advisory, Investment Management, Uniform Combined State..., Financial Services, Retirement, Asset Management, 401k, Variable Annuities, Relationship Management
Education
John Carroll University 1998 — 2002
Finance, Business
Saint Peter's Prep 1994 — 1998
High School
Patrick Beaman Patrick Beaman's Neuberger Berman Experience July 2008 - June 2011
Job Vice President Retirement Plan Consultant at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2011 - Present
Neuberger Berman July 2008 - June 2011
Merrill Lynch January 2004 - August 2008
The Hartford January 2000 - 2004
VALIC 1992 - 1999
US Army 1989 - 1992
Skills
Retirement Planning, Retirement, 401k, Asset Allocation, Wealth Management, Investments, Alternative Investments, FINRA, Investment Advisory, Investment Strategies, Mutual Funds, Pensions, Qualified Retirement..., Securities, Series 6, Series 63, Series 7, Uniform Combined State...
Education
Georgia Southern University
B.S., Pschology
Georgia Southern University
MPA, Administration
Invesco Ltd. June 2011 - Present
Neuberger Berman July 2008 - June 2011
Merrill Lynch January 2004 - August 2008
The Hartford January 2000 - 2004
VALIC 1992 - 1999
US Army 1989 - 1992
Skills
Retirement Planning, Retirement, 401k, Asset Allocation, Wealth Management, Investments, Alternative Investments, FINRA, Investment Advisory, Investment Strategies, Mutual Funds, Pensions, Qualified Retirement..., Securities, Series 6, Series 63, Series 7, Uniform Combined State...
Education
Georgia Southern University
B.S., Pschology
Georgia Southern University
MPA, Administration
Joan Gaudioso Joan Gaudioso's Neuberger Berman Experience June 2014 - Present
Job Portfolio Administrator at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2014 - Present
Hofstra University Department of Finance September 2013 - January 2014
Louie’s Oyster Bar and Grille May 2010 - November 2013
Risk Management Association March 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Multi Tasking, Customer Service, Social Media, Microsoft Office, Management, Customer Satisfaction, Outlook, Marketing, Facebook, Social Networking, Leadership, Teamwork, Finance, Communication, Data Analysis, Spanish
Education
Hofstra University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.65
Nassau Community College 2010 — 2011
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, 3.76
Neuberger Berman June 2014 - Present
Hofstra University Department of Finance September 2013 - January 2014
Louie’s Oyster Bar and Grille May 2010 - November 2013
Risk Management Association March 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Multi Tasking, Customer Service, Social Media, Microsoft Office, Management, Customer Satisfaction, Outlook, Marketing, Facebook, Social Networking, Leadership, Teamwork, Finance, Communication, Data Analysis, Spanish
Education
Hofstra University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.65
Nassau Community College 2010 — 2011
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, 3.76
Shirley Ching Shirley Ching's Neuberger Berman Experience September 2015 - Present
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman September 2015 - Present
J.P. Morgan November 2011 - September 2015
J.P. Morgan November 2010 - November 2011
J.P. Morgan July 2009 - October 2010
J.P. Morgan July 2005 - July 2009
Skills
Series 63, Series 7, Investment Management, Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Fund of Funds, Financial Markets, Due Diligence
Education
Passed Level II of the CFA Program
New York University, Stern School of Business 2005 — 2009
B.S., Finance, Marketing, Minor in Psychology, Cum Laude
Hong Kong University of Science and Technology - School of Business and Management 2008 — 2008
International Business Exchange Program
Neuberger Berman September 2015 - Present
J.P. Morgan November 2011 - September 2015
J.P. Morgan November 2010 - November 2011
J.P. Morgan July 2009 - October 2010
J.P. Morgan July 2005 - July 2009
Skills
Series 63, Series 7, Investment Management, Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Fund of Funds, Financial Markets, Due Diligence
Education
Passed Level II of the CFA Program
New York University, Stern School of Business 2005 — 2009
B.S., Finance, Marketing, Minor in Psychology, Cum Laude
Hong Kong University of Science and Technology - School of Business and Management 2008 — 2008
International Business Exchange Program
Camille Kolstad Camille Kolstad's Neuberger Berman Experience 2011 - 2013
Job Business Operations and Strategy at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies 2015 - Present
Freelance 2011 - 2015
FinTrek 2013 - 2014
Neuberger Berman 2011 - 2013
First Manhattan Consulting Group 2009 - 2011
Skills
Start-ups, Business Strategy, Business Development, Financial Modeling, Entrepreneurship, Competitive Analysis, Strategy, Management Consulting, Management, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2005 — 2009
Bachelor of Arts, Political Economy and Theology
The American University in Cairo 2008 — 2008
The London School of Economics and Political Science (LSE) 2007 — 2007
Palantir Technologies 2015 - Present
Freelance 2011 - 2015
FinTrek 2013 - 2014
Neuberger Berman 2011 - 2013
First Manhattan Consulting Group 2009 - 2011
Skills
Start-ups, Business Strategy, Business Development, Financial Modeling, Entrepreneurship, Competitive Analysis, Strategy, Management Consulting, Management, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2005 — 2009
Bachelor of Arts, Political Economy and Theology
The American University in Cairo 2008 — 2008
The London School of Economics and Political Science (LSE) 2007 — 2007
Brian Hahn Brian Hahn's Neuberger Berman Experience September 1995 - Present
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman September 1995 - Present
Skills
Investments, Wealth Management, Investment Management, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Due Diligence, Hedge Funds, Equity Derivatives, Fixed Income, Financial Advisory, Wealth Planning
Education
The University of Edinburgh 1985 — 1986
Master Diploma in Business Administration, International Business
Kansas State University 1983 — 1985
Bachelor of Arts, Journalism and Mass Communications
Washburn University 1981 — 1983
College of Arts and Sciences
Neuberger Berman September 1995 - Present
Skills
Investments, Wealth Management, Investment Management, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Due Diligence, Hedge Funds, Equity Derivatives, Fixed Income, Financial Advisory, Wealth Planning
Education
The University of Edinburgh 1985 — 1986
Master Diploma in Business Administration, International Business
Kansas State University 1983 — 1985
Bachelor of Arts, Journalism and Mass Communications
Washburn University 1981 — 1983
College of Arts and Sciences
Tom Piccoli Tom Piccoli's Neuberger Berman Experience July 1999 - January 2000
Job Financial Services Professional/Equity Trading
Industry Financial Services
Experience
Hold Brothers Capital, LLC April 2011 - May 2012
Assent Trading April 2005 - August 2010
Crown Financial Group, Inc. September 2003 - March 2005
Knight Capital Group April 2000 - August 2003
Neuberger Berman July 1999 - January 2000
Skills
Series 7, Proprietary Trading, Equities, Trading, Options, Investments, Derivatives, Financial Markets, Capital Markets, Asset Managment, Financial Analysis, Risk Management, Economics
Education
Hofstra University 1990 — 1992
Bachelor of Business Administration (BBA), Accounting and Finance
Hold Brothers Capital, LLC April 2011 - May 2012
Assent Trading April 2005 - August 2010
Crown Financial Group, Inc. September 2003 - March 2005
Knight Capital Group April 2000 - August 2003
Neuberger Berman July 1999 - January 2000
Skills
Series 7, Proprietary Trading, Equities, Trading, Options, Investments, Derivatives, Financial Markets, Capital Markets, Asset Managment, Financial Analysis, Risk Management, Economics
Education
Hofstra University 1990 — 1992
Bachelor of Business Administration (BBA), Accounting and Finance
Joseph Blair, CFP®, CLU(R) Joseph Blair, CFP®, CLU(R)'s Neuberger Berman Experience July 2007 - April 2008
Job Group Manager, Private Client Group and Executive Director, Univest Foundation
Industry Financial Services
Experience
Univest June 2012 - Present
Millennium Wealth Management April 2008 - December 2010
Neuberger Berman July 2007 - April 2008
WSFS Bank July 2005 - July 2007
Commerce Bank June 2004 - May 2005
Advest, Inc. July 1999 - June 2004
J. D. Blair Securities Corp. January 1993 - July 1999
Skills
Investments, Securities, Financial Services, Retirement, Wealth Management, Investment Management, Portfolio Management, Asset Managment, Strategic Financial..., Financial Analysis, Valuation, Mutual Funds
Education
Stanford University Graduate School of Business 1982 — 1984
MBA
Harvard Kennedy School and Graduate School of Design 1974 — 1976
MCRP
Harvard University 1970 — 1974
A.B.
Univest June 2012 - Present
Millennium Wealth Management April 2008 - December 2010
Neuberger Berman July 2007 - April 2008
WSFS Bank July 2005 - July 2007
Commerce Bank June 2004 - May 2005
Advest, Inc. July 1999 - June 2004
J. D. Blair Securities Corp. January 1993 - July 1999
Skills
Investments, Securities, Financial Services, Retirement, Wealth Management, Investment Management, Portfolio Management, Asset Managment, Strategic Financial..., Financial Analysis, Valuation, Mutual Funds
Education
Stanford University Graduate School of Business 1982 — 1984
MBA
Harvard Kennedy School and Graduate School of Design 1974 — 1976
MCRP
Harvard University 1970 — 1974
A.B.
Gregory Francfort Gregory Francfort's Neuberger Berman Experience June 2010 - August 2010
Job Equity Research Associate at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Georgetown University Alumni & Student Federal Credit Union March 2011 - February 2012
Bank of America June 2011 - August 2011
Neuberger Berman June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Investments, Microsoft Excel, DCF, PowerPoint, Bloomberg Terminal, Finance
Education
Georgetown University 2008 — 2012
Bachelor of Arts, Physics and Economics, 3.6
Princeton Day School 2000 — 2008
Bank of America July 2012 - Present
Georgetown University Alumni & Student Federal Credit Union March 2011 - February 2012
Bank of America June 2011 - August 2011
Neuberger Berman June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Investments, Microsoft Excel, DCF, PowerPoint, Bloomberg Terminal, Finance
Education
Georgetown University 2008 — 2012
Bachelor of Arts, Physics and Economics, 3.6
Princeton Day School 2000 — 2008
Rachel (Graham) Johnson's Neuberger Berman Experience May 2012 - Present
Job Executive Assistant at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2012 - Present
Clarkston Consulting August 2010 - January 2012
The Cambridge Group November 2006 - August 2010
Seyfarth Shaw January 2006 - November 2006
Mitchell & Associates (aka The Mitchell Law Firm) May 2004 - January 2006
Skills
Cross-functional Team..., Team Building, Office Administration, Operations Management, Customer Relations, Event Planning, Event Management, Public Speaking, Presentation Design, Presentation Development, Team Management, Recruiting, Training, Budgeting, Problem Solving, Customer Service, Written & Oral..., Marketing Communications, Executive Support, Executive Calendar..., Travel Management, Management Consulting, Marketing Strategy, Social Media, Planning, Research, Administrative..., Production Support, Client Presentation, Strategic Consulting, Software Consulting, Travel Arrangements, Teamwork, Dependable Team Player, Team-oriented, Editing, Accounts Receivable, Accounts Payable, Microsoft Office, Word, PowerPoint, Excel, Outlook, SharePoint, Employee Relations
Education
Georgia State University 2002 — 2004
Bachelor of Arts, Political Science (Pre-Law)
Neuberger Berman May 2012 - Present
Clarkston Consulting August 2010 - January 2012
The Cambridge Group November 2006 - August 2010
Seyfarth Shaw January 2006 - November 2006
Mitchell & Associates (aka The Mitchell Law Firm) May 2004 - January 2006
Skills
Cross-functional Team..., Team Building, Office Administration, Operations Management, Customer Relations, Event Planning, Event Management, Public Speaking, Presentation Design, Presentation Development, Team Management, Recruiting, Training, Budgeting, Problem Solving, Customer Service, Written & Oral..., Marketing Communications, Executive Support, Executive Calendar..., Travel Management, Management Consulting, Marketing Strategy, Social Media, Planning, Research, Administrative..., Production Support, Client Presentation, Strategic Consulting, Software Consulting, Travel Arrangements, Teamwork, Dependable Team Player, Team-oriented, Editing, Accounts Receivable, Accounts Payable, Microsoft Office, Word, PowerPoint, Excel, Outlook, SharePoint, Employee Relations
Education
Georgia State University 2002 — 2004
Bachelor of Arts, Political Science (Pre-Law)
Stanley Lee, CFA Stanley Lee, CFA's Neuberger Berman Experience September 2008 - Present
Job Neuberger Berman Portfolio Manager Senior VP
Industry Financial Services
Experience
Neuberger Berman September 2008 - Present
The Maritime Aquarium at Norwalk July 2012 - Present
CFA Institute 2005 - 2011
NYSSA 2001 - 2011
David J. Greene and Company September 1992 - September 2008
Paine Webber 1989 - 1992
Drexel Burnham Lambert 1984 - 1989
Skills
Alternative Investments, Investment Strategies, Asset Managment, Fixed Income, Portfolio Management, Equities, Investments, Asset Allocation, Equity Research, Bloomberg, Series 7, Bonds, Mutual Funds, Hedge Funds, Capital Markets, Securities, Investment Management, Finance, Investment Banking, Asset Management, Wealth Management, Investment Advisory, Valuation, Financial Modeling
Education
Ithaca College 1980 — 1984
BS, Business Management/ Econ minor
Rye Country Day School 1979 — 1980
Scarsdale HS 1977 — 1978
Neuberger Berman September 2008 - Present
The Maritime Aquarium at Norwalk July 2012 - Present
CFA Institute 2005 - 2011
NYSSA 2001 - 2011
David J. Greene and Company September 1992 - September 2008
Paine Webber 1989 - 1992
Drexel Burnham Lambert 1984 - 1989
Skills
Alternative Investments, Investment Strategies, Asset Managment, Fixed Income, Portfolio Management, Equities, Investments, Asset Allocation, Equity Research, Bloomberg, Series 7, Bonds, Mutual Funds, Hedge Funds, Capital Markets, Securities, Investment Management, Finance, Investment Banking, Asset Management, Wealth Management, Investment Advisory, Valuation, Financial Modeling
Education
Ithaca College 1980 — 1984
BS, Business Management/ Econ minor
Rye Country Day School 1979 — 1980
Scarsdale HS 1977 — 1978
Dilip Yeluguri Dilip Yeluguri's Neuberger Berman Experience January 2010 - March 2010
Job MDM Solution Lead
Industry Computer Software
Experience
MasterCard March 2014 - Present
Informatica October 2012 - March 2014
Informatica April 2011 - September 2012
Informatica June 2010 - March 2011
Neuberger Berman January 2010 - March 2010
JPMorgan Chase July 2009 - December 2009
BlueCross BlueShield Association July 2008 - March 2009
UBS February 2007 - May 2008
ABN AMRO September 2004 - February 2007
Skills
Informatica Data..., Informatica MDM, Master Data Management, Data Warehousing, Requirements Analysis, Data Governance, Unix Shell Scripting, Visio, Performance Tuning, Business Intelligence..., Oracle, DB2, Business Objects, Unix, Windows, Microsoft SQL Server, XML, ETL, Data Integration, Data Quality, Data Profiling, Data Modeling, Erwin, PL/SQL, Data Migration, OLAP, Enterprise Architecture, SQL, SDLC, Star Schema, Informatica, ETL Tools, EAI, Shell Scripting, Requirements Gathering, Database Design, SQL Tuning, Data Marts, Data Warehouse..., Business Intelligence, SOA, Solution Architecture, Agile Methodologies, Microstrategy, SQL*Plus, Databases, Software Project..., Dashboard, SSRS, Toad
Education
Jawaharlal Nehru Technological University 2001 — 2005
B.Tech
St. Gabriel's High School 1987 — 1999
SSC
MasterCard March 2014 - Present
Informatica October 2012 - March 2014
Informatica April 2011 - September 2012
Informatica June 2010 - March 2011
Neuberger Berman January 2010 - March 2010
JPMorgan Chase July 2009 - December 2009
BlueCross BlueShield Association July 2008 - March 2009
UBS February 2007 - May 2008
ABN AMRO September 2004 - February 2007
Skills
Informatica Data..., Informatica MDM, Master Data Management, Data Warehousing, Requirements Analysis, Data Governance, Unix Shell Scripting, Visio, Performance Tuning, Business Intelligence..., Oracle, DB2, Business Objects, Unix, Windows, Microsoft SQL Server, XML, ETL, Data Integration, Data Quality, Data Profiling, Data Modeling, Erwin, PL/SQL, Data Migration, OLAP, Enterprise Architecture, SQL, SDLC, Star Schema, Informatica, ETL Tools, EAI, Shell Scripting, Requirements Gathering, Database Design, SQL Tuning, Data Marts, Data Warehouse..., Business Intelligence, SOA, Solution Architecture, Agile Methodologies, Microstrategy, SQL*Plus, Databases, Software Project..., Dashboard, SSRS, Toad
Education
Jawaharlal Nehru Technological University 2001 — 2005
B.Tech
St. Gabriel's High School 1987 — 1999
SSC
Manjul Agrawal's Neuberger Berman Experience February 2013 - March 2014
Job Operations Management at GRA Capital Partners
Industry Financial Services
Experience
Neuberger Berman February 2013 - March 2014
Greater Houston Partnership February 2012 - May 2012
University of Houston - Internal Audit Team January 2011 - June 2011
Houston Service Industries January 2009 - May 2009
Skills
Financial Reporting, Accounting, Analysis, Finance, Valuation, Budgets, Microsoft Excel, QuickBooks, Due Diligence, Competitive Analysis, Internal Audit, Investments, Private Equity, Analytics, PowerPoint, Market Research, Financial Modeling, Research
Education
University of Houston 2008 — 2012
Bachelor of Business Administration, Finance and Mathematics
Harvard University
Neuberger Berman February 2013 - March 2014
Greater Houston Partnership February 2012 - May 2012
University of Houston - Internal Audit Team January 2011 - June 2011
Houston Service Industries January 2009 - May 2009
Skills
Financial Reporting, Accounting, Analysis, Finance, Valuation, Budgets, Microsoft Excel, QuickBooks, Due Diligence, Competitive Analysis, Internal Audit, Investments, Private Equity, Analytics, PowerPoint, Market Research, Financial Modeling, Research
Education
University of Houston 2008 — 2012
Bachelor of Business Administration, Finance and Mathematics
Harvard University
Amy G's Neuberger Berman Experience May 2012 - November 2012
Job Showroom Manager / Assistant Interior Designer at Bespoke by GJCD
Industry Design
Experience
Bespoke by GJCD November 2014 - Present
Biscuit Home June 2014 - November 2014
Russell Reynolds Associates March 2013 - 2014
Neuberger Berman May 2012 - November 2012
Neuberger Berman September 2008 - May 2012
Lehman Brothers April 2005 - September 2008
Eddie Deen & Company Catering July 2004 - April 2005
Skills
Series 7, Series 66, Investments, Marketing, Marketing Communications, Event Planning, Management, Event Management, Alternative Investments, Due Diligence, CRM, Accounting, Salesforce.com, Analysis, Mutual Funds, Sales, Internal Communications, Hedge Funds, Research, Strategy, Uniform Combined State..., Project Management, Customer Service
Education
University of Texas 2001 — 2004
Bachelor of Science, Communication Studies, Corporate Communication
Certified Business Foundations - McCombs School of Business
Houston Community College
Interior Decorating Certification Program
Bespoke by GJCD November 2014 - Present
Biscuit Home June 2014 - November 2014
Russell Reynolds Associates March 2013 - 2014
Neuberger Berman May 2012 - November 2012
Neuberger Berman September 2008 - May 2012
Lehman Brothers April 2005 - September 2008
Eddie Deen & Company Catering July 2004 - April 2005
Skills
Series 7, Series 66, Investments, Marketing, Marketing Communications, Event Planning, Management, Event Management, Alternative Investments, Due Diligence, CRM, Accounting, Salesforce.com, Analysis, Mutual Funds, Sales, Internal Communications, Hedge Funds, Research, Strategy, Uniform Combined State..., Project Management, Customer Service
Education
University of Texas 2001 — 2004
Bachelor of Science, Communication Studies, Corporate Communication
Certified Business Foundations - McCombs School of Business
Houston Community College
Interior Decorating Certification Program
Eric Hahn Eric Hahn's Neuberger Berman Experience July 2012 - February 2015
Job Senior Consultant in Financial and Operational Risk at Deloitte
Industry Financial Services
Experience
Deloitte February 2015 - Present
Neuberger Berman July 2012 - February 2015
Auldbrass Partners December 2011 - July 2012
Kaufman Bros. December 2010 - October 2011
Alliance Bernstein June 2010 - November 2010
Deloitte January 2010 - May 2010
Iron Capital Advisors 2009 - 2009
Skills
Analysis, Financial Modeling, Data Modeling, Forecasting, Equity Valuation, DCF, Series 7, Series 63, Bloomberg, Equity Research, Investments, Financial Analysis, Corporate Finance, Equities, Business Analysis, Business Intelligence
Education
Georgia State University - J. Mack Robinson College of Business
BS, Finance
Deloitte February 2015 - Present
Neuberger Berman July 2012 - February 2015
Auldbrass Partners December 2011 - July 2012
Kaufman Bros. December 2010 - October 2011
Alliance Bernstein June 2010 - November 2010
Deloitte January 2010 - May 2010
Iron Capital Advisors 2009 - 2009
Skills
Analysis, Financial Modeling, Data Modeling, Forecasting, Equity Valuation, DCF, Series 7, Series 63, Bloomberg, Equity Research, Investments, Financial Analysis, Corporate Finance, Equities, Business Analysis, Business Intelligence
Education
Georgia State University - J. Mack Robinson College of Business
BS, Finance
Violeta Ramos Romero Violeta Ramos Romero's Neuberger Berman Experience February 2013 - Present
Job VP, Emerging Markets Debt Senior Analyst
Industry Financial Services
Experience
Neuberger Berman February 2013 - Present
ING Investment Management EA December 2011 - February 2013
ING Investment Management Mexico June 2007 - January 2012
Skills
Emerging Markets, Fixed Income, Structured Finance, Financial Modeling, Asset Managment, Corporate Finance, Capital Markets, Investment Banking, Financial Markets, Bloomberg, Valuation, Investments, Financial Analysis, Credit Risk, Mutual Funds, Economics, Trading
Education
Instituto Tecnológico Autónomo de México / ITAM 2002 — 2007
Lic. en Economía, Economía y Finanzas
Neuberger Berman February 2013 - Present
ING Investment Management EA December 2011 - February 2013
ING Investment Management Mexico June 2007 - January 2012
Skills
Emerging Markets, Fixed Income, Structured Finance, Financial Modeling, Asset Managment, Corporate Finance, Capital Markets, Investment Banking, Financial Markets, Bloomberg, Valuation, Investments, Financial Analysis, Credit Risk, Mutual Funds, Economics, Trading
Education
Instituto Tecnológico Autónomo de México / ITAM 2002 — 2007
Lic. en Economía, Economía y Finanzas
Nick Keihner's Neuberger Berman Experience January 2014 - Present
Job Regional Sales Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman January 2014 - Present
Neuberger Berman October 2012 - December 2013
Cohen & Steers July 2010 - October 2012
OppenheimerFunds September 2007 - July 2010
Skills
Series 7, Asset Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Sales, Series 63, Wealth Management, Portfolio Management, Retirement Planning, Fixed Income, Investment Strategies, Securities, Equities
Education
Gettysburg College 2002 — 2006
BS, Business Economics
Neuberger Berman January 2014 - Present
Neuberger Berman October 2012 - December 2013
Cohen & Steers July 2010 - October 2012
OppenheimerFunds September 2007 - July 2010
Skills
Series 7, Asset Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Sales, Series 63, Wealth Management, Portfolio Management, Retirement Planning, Fixed Income, Investment Strategies, Securities, Equities
Education
Gettysburg College 2002 — 2006
BS, Business Economics
Rick Lear Rick Lear's Neuberger Berman Experience January 2004 - August 2009
Job Founder and Managing Partner at Lear Investment Management
Industry Financial Services
Experience
Lear Investment Management January 2015 - Present
Sloan Wealth Management August 2009 - January 2015
Neuberger Berman January 2004 - August 2009
Bernstein Investment Research and Management September 1997 - December 2003
Skills
Investments, Portfolio Management, Financial Modeling, Asset Management, Due Diligence, Alternative Investments, Equities, Financial Analysis, Private Equity, Hedge Funds
Education
Wharton School, University of Pennsylvania 2009 — 2012
SII - Executive Education
Southern Methodist University 1992 — 1996
Bachelors Degree, Economics/Political Science
Harvard Business School Executive Education
Driving Growth Through Innovation-India (Southeast Asia Campus)
Lear Investment Management January 2015 - Present
Sloan Wealth Management August 2009 - January 2015
Neuberger Berman January 2004 - August 2009
Bernstein Investment Research and Management September 1997 - December 2003
Skills
Investments, Portfolio Management, Financial Modeling, Asset Management, Due Diligence, Alternative Investments, Equities, Financial Analysis, Private Equity, Hedge Funds
Education
Wharton School, University of Pennsylvania 2009 — 2012
SII - Executive Education
Southern Methodist University 1992 — 1996
Bachelors Degree, Economics/Political Science
Harvard Business School Executive Education
Driving Growth Through Innovation-India (Southeast Asia Campus)
Anne Beute Anne Beute's Neuberger Berman Experience December 2013 - February 2014
Job Flight Attendant at American Airlines
Industry Airlines/Aviation
Experience
American Airlines March 2015 - Present
Chloe + Isabel Inc. February 2014 - Present
Office Team February 2012 - Present
Uber September 2014 - February 2015
Neuberger Berman December 2013 - February 2014
Scout Hotels May 2013 - September 2013
Experian Data Quality January 2013 - June 2013
ANN INC. January 2013 - March 2013
ANN INC. September 2012 - December 2012
Atlantis Personnel August 2011 - December 2012
Skills
Social Media, Microsoft Office, Communication, Time Management, Outstanding Customer..., Negotiation, Able To Multi-task, Event Planning, Event Management, Special Events, Corporate Events, Catering, Banquets, Weddings, Trade Show Management, Team Leadership, Analytical Abilities, Research, Interior Design, Windows, iPhone, Blackberry, Mac, Flexible Working, Highly Adaptable, Sales Process, Hard Worker, Hospitality, Hotel Management, Opera, Delphi, Attention To Detail, Trade Shows, Customer Service, Hotels, Sales, Flexible Schedule, Restaurants, Analytical Skills, Parties, Receptions, Meeting Planning, Facebook, Adaptation, Private Events, Blogging, Wedding Planning
Education
Johnson and Wales University 2007 — 2010
Bachelor of Science, Sports, Entertainment, & Event Management
American Airlines March 2015 - Present
Chloe + Isabel Inc. February 2014 - Present
Office Team February 2012 - Present
Uber September 2014 - February 2015
Neuberger Berman December 2013 - February 2014
Scout Hotels May 2013 - September 2013
Experian Data Quality January 2013 - June 2013
ANN INC. January 2013 - March 2013
ANN INC. September 2012 - December 2012
Atlantis Personnel August 2011 - December 2012
Skills
Social Media, Microsoft Office, Communication, Time Management, Outstanding Customer..., Negotiation, Able To Multi-task, Event Planning, Event Management, Special Events, Corporate Events, Catering, Banquets, Weddings, Trade Show Management, Team Leadership, Analytical Abilities, Research, Interior Design, Windows, iPhone, Blackberry, Mac, Flexible Working, Highly Adaptable, Sales Process, Hard Worker, Hospitality, Hotel Management, Opera, Delphi, Attention To Detail, Trade Shows, Customer Service, Hotels, Sales, Flexible Schedule, Restaurants, Analytical Skills, Parties, Receptions, Meeting Planning, Facebook, Adaptation, Private Events, Blogging, Wedding Planning
Education
Johnson and Wales University 2007 — 2010
Bachelor of Science, Sports, Entertainment, & Event Management
Christina Briggs Christina Briggs's Neuberger Berman Experience August 2011 - November 2012
Job Capital Advisory, Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. May 2015 - Present
Accuchex Corporation August 2013 - February 2015
Neuberger Berman August 2011 - November 2012
Neuberger Berman July 2010 - August 2011
Lehman Brothers November 2007 - July 2010
William Rast Sourcing, LLC 2006 - 2007
JS2 Communications 2005 - 2007
Skills
Fixed Income, Investments, Equity Research, Equities, Asset Managment, Strategic Media..., Social Media, Publicity, Press Releases, New Media, Brand Management, Brand Development, Event Producing, Strategic Communications, Brand Implementation, Product Marketing, Press Relations, Photo Shoot Production, Video Production, Production Managment, Video Podcasts, Webcasting, Broadcast Television, Live Broadcast, Investment Management, Hedge Funds, Asset Management, Marketing, Management, Public Relations, Marketing Communications, Sales, Marketing Strategy, Direct Sales, Leadership, Strategic Planning, Strategy
Education
UCLA 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Harvard University
Secondary Program, Political Science and Government, Photography
Oxford University
Secondary Program, Philosophy, Studio Arts
Greenhill & Co. May 2015 - Present
Accuchex Corporation August 2013 - February 2015
Neuberger Berman August 2011 - November 2012
Neuberger Berman July 2010 - August 2011
Lehman Brothers November 2007 - July 2010
William Rast Sourcing, LLC 2006 - 2007
JS2 Communications 2005 - 2007
Skills
Fixed Income, Investments, Equity Research, Equities, Asset Managment, Strategic Media..., Social Media, Publicity, Press Releases, New Media, Brand Management, Brand Development, Event Producing, Strategic Communications, Brand Implementation, Product Marketing, Press Relations, Photo Shoot Production, Video Production, Production Managment, Video Podcasts, Webcasting, Broadcast Television, Live Broadcast, Investment Management, Hedge Funds, Asset Management, Marketing, Management, Public Relations, Marketing Communications, Sales, Marketing Strategy, Direct Sales, Leadership, Strategic Planning, Strategy
Education
UCLA 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Harvard University
Secondary Program, Political Science and Government, Photography
Oxford University
Secondary Program, Philosophy, Studio Arts
Francis Rankin, CGA, CFA, CIPM, PRM, FRM Francis Rankin, CGA, CFA, CIPM, PRM, FRM's Neuberger Berman Experience June 1998 - Present
Job Senior Vice President, Risk & Investment Strategy at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 1998 - Present
Education
University of Waterloo
Bachelor of Arts (BA), Economics
Heriot-Watt University
Master of Business Administration (MBA)
Neuberger Berman June 1998 - Present
Education
University of Waterloo
Bachelor of Arts (BA), Economics
Heriot-Watt University
Master of Business Administration (MBA)
Caroline Akeson Caroline Akeson's Neuberger Berman Experience June 2012 - August 2012
Job Franklin & Marshall College
Industry Human Resources
Experience
Island Capital Group October 2014 - Present
Ralph Lauren Headquarters June 2013 - August 2013
Neuberger Berman June 2012 - August 2012
Skills
Recruiting
Education
Franklin & Marshall College 2010 — 2014
Island Capital Group October 2014 - Present
Ralph Lauren Headquarters June 2013 - August 2013
Neuberger Berman June 2012 - August 2012
Skills
Recruiting
Education
Franklin & Marshall College 2010 — 2014
Daniel J. Barach Daniel J. Barach's Neuberger Berman Experience 1995 - 1997
Job Founder and Chief Investment Officer at Turnaround Stocks, L.P.
Industry Investment Management
Experience
Turnaround Stocks, L.P. July 2014 - Present
Dillon Hill Capital, LLC January 2010 - February 2012
MLT Capital, L.P. 1998 - 2009
Neuberger Berman 1995 - 1997
Skills
Hedge Funds, Investments, Portfolio Management, Private Equity, Equities, Investment Strategies, Emerging Markets, Management, Alternative Investments, Investment Management, Valuation, conceptual thinker, analytic..., Fundamental Research, creative idea generator
Education
Harvard Business School 1986 — 1988
MBA
Trinity College-Hartford 1984 — 1986
BA, Psychology
Tel Aviv University
Turnaround Stocks, L.P. July 2014 - Present
Dillon Hill Capital, LLC January 2010 - February 2012
MLT Capital, L.P. 1998 - 2009
Neuberger Berman 1995 - 1997
Skills
Hedge Funds, Investments, Portfolio Management, Private Equity, Equities, Investment Strategies, Emerging Markets, Management, Alternative Investments, Investment Management, Valuation, conceptual thinker, analytic..., Fundamental Research, creative idea generator
Education
Harvard Business School 1986 — 1988
MBA
Trinity College-Hartford 1984 — 1986
BA, Psychology
Tel Aviv University
John Mason Long's Neuberger Berman Experience February 2011 - Present
Job Career Executive Assistant
Industry Banking
Experience
Neuberger Berman February 2011 - Present
HSBC September 2007 - February 2011
MORGAN STANLEY (Investment Management) January 2007 - September 2007
DUFF AND PHELPS LLC July 2006 - January 2007
ROTHSCHILD NORTH AMERICA February 1999 - May 2006
Vitech Systems Group March 1998 - February 1999
Citibank March 1997 - February 1998
Skills
Administration, Accounts Payable, Microsoft Excel, Outlook, QuickBooks, Management, PowerPoint, Access, Lotus Notes
Education
Indiana University Bloomington 1975 — 1979
B.A., Telecommunications
Neuberger Berman February 2011 - Present
HSBC September 2007 - February 2011
MORGAN STANLEY (Investment Management) January 2007 - September 2007
DUFF AND PHELPS LLC July 2006 - January 2007
ROTHSCHILD NORTH AMERICA February 1999 - May 2006
Vitech Systems Group March 1998 - February 1999
Citibank March 1997 - February 1998
Skills
Administration, Accounts Payable, Microsoft Excel, Outlook, QuickBooks, Management, PowerPoint, Access, Lotus Notes
Education
Indiana University Bloomington 1975 — 1979
B.A., Telecommunications
Sara Friede Sara Friede's Neuberger Berman Experience September 2015 - Present
Job Business Coordinator at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2015 - Present
Arbonne International LLC 2014 - Present
TimesSquare Capital Management, LLC November 2012 - September 2015
WIDEAWAKE.ORG July 2010 - July 2013
Sontag Advisory March 2012 - November 2012
The Broadsmoore Group March 2011 - February 2012
The Wedding Salon May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Social Media, Event Management, Blogging, Social Media Marketing, Event Planning, Press Releases, Financial Analysis, Social Networking, Marketing, FileMaker, Series 7
Education
Fordham University 2007 — 2011
B.S. in Business Administration, Management, Entrepreneurship and Economics
Neuberger Berman September 2015 - Present
Arbonne International LLC 2014 - Present
TimesSquare Capital Management, LLC November 2012 - September 2015
WIDEAWAKE.ORG July 2010 - July 2013
Sontag Advisory March 2012 - November 2012
The Broadsmoore Group March 2011 - February 2012
The Wedding Salon May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Social Media, Event Management, Blogging, Social Media Marketing, Event Planning, Press Releases, Financial Analysis, Social Networking, Marketing, FileMaker, Series 7
Education
Fordham University 2007 — 2011
B.S. in Business Administration, Management, Entrepreneurship and Economics
Frank D'Ambrosio's Neuberger Berman Experience 2000 - 2003
Job at Hudson Partners
Industry Financial Services
Experience
Hudson Partners July 2010 - Present
SkyBridge Capital November 2007 - June 2009
ISI Group January 2004 - August 2007
Neuberger Berman 2000 - 2003
Bear Stearns 1994 - 1998
Paine Webber 1982 - 1991
Skills
Hedge Funds, Alternative Investments, Private Equity, Trading, Investments, Investment Strategies, Investment Management, Mutual Funds, Institutional Investors, Financial Structuring, Capital Markets, Fund Of Funds, Asset Managment, Equities, Valuation, Investment Banking, Asset Allocation, Due Diligence, Financial Services, Equity Research, Securities, Funding, Bloomberg, Emerging Markets, Institutional..., Fixed Income, Series 7, Capital, Asset Management
Education
New York University 1979 — 1982
MBA, Finance
Georgetown University 1973 — 1977
BA, Accounting
Hudson Partners July 2010 - Present
SkyBridge Capital November 2007 - June 2009
ISI Group January 2004 - August 2007
Neuberger Berman 2000 - 2003
Bear Stearns 1994 - 1998
Paine Webber 1982 - 1991
Skills
Hedge Funds, Alternative Investments, Private Equity, Trading, Investments, Investment Strategies, Investment Management, Mutual Funds, Institutional Investors, Financial Structuring, Capital Markets, Fund Of Funds, Asset Managment, Equities, Valuation, Investment Banking, Asset Allocation, Due Diligence, Financial Services, Equity Research, Securities, Funding, Bloomberg, Emerging Markets, Institutional..., Fixed Income, Series 7, Capital, Asset Management
Education
New York University 1979 — 1982
MBA, Finance
Georgetown University 1973 — 1977
BA, Accounting
Chris McCraley, PMP, CBCP Chris McCraley, PMP, CBCP's Neuberger Berman Experience December 2013 - December 2014
Job Program Manager at First Data Corporation
Industry Information Technology and Services
Experience
First Data Corporation May 2015 - Present
TD Ameritrade January 2015 - May 2015
Neuberger Berman December 2013 - December 2014
Vertical Resources January 2001 - December 2014
Citi August 2013 - December 2013
Credit Suisse October 2009 - January 2011
Marsh Business Continuity Risk Consulting January 2007 - October 2009
TABB Group June 2008 - April 2009
Bank of America May 2005 - January 2007
Merrill Lynch February 2000 - May 2005
Skills
Project Portfolio..., Business Continuity, Disaster Recovery, PMO, IT Strategy, Vendor Management, SDLC, Program Management, Governance, Risk Assessment, ITIL, Change Management, Strategic Planning, Enterprise Architecture, Integration, Business Process, Outsourcing, Risk Management, Strategy, Project Management, Data Center, Management, Process Improvement, Enterprise Software, MS Project, Consulting, Leadership, SharePoint, Product Management, Project Planning, Start-ups, Analysis, Infrastructure, PMP, Quality Assurance, Business Process..., Project Delivery, IT Management, Professional Services, Management Consulting, Executive Management, Software Project..., Information Technology, Business Transformation, Business Intelligence, IT Service Management, Business Process..., Security, Solution Architecture, Resource Management
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Management Information Systems, Accounting
Indiana University Bloomington 1979 — 1983
BS, Business, Finance & Accounting
The Juilliard School 1978 — 1979
Piano Performance
John Adams High School
First Data Corporation May 2015 - Present
TD Ameritrade January 2015 - May 2015
Neuberger Berman December 2013 - December 2014
Vertical Resources January 2001 - December 2014
Citi August 2013 - December 2013
Credit Suisse October 2009 - January 2011
Marsh Business Continuity Risk Consulting January 2007 - October 2009
TABB Group June 2008 - April 2009
Bank of America May 2005 - January 2007
Merrill Lynch February 2000 - May 2005
Skills
Project Portfolio..., Business Continuity, Disaster Recovery, PMO, IT Strategy, Vendor Management, SDLC, Program Management, Governance, Risk Assessment, ITIL, Change Management, Strategic Planning, Enterprise Architecture, Integration, Business Process, Outsourcing, Risk Management, Strategy, Project Management, Data Center, Management, Process Improvement, Enterprise Software, MS Project, Consulting, Leadership, SharePoint, Product Management, Project Planning, Start-ups, Analysis, Infrastructure, PMP, Quality Assurance, Business Process..., Project Delivery, IT Management, Professional Services, Management Consulting, Executive Management, Software Project..., Information Technology, Business Transformation, Business Intelligence, IT Service Management, Business Process..., Security, Solution Architecture, Resource Management
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Management Information Systems, Accounting
Indiana University Bloomington 1979 — 1983
BS, Business, Finance & Accounting
The Juilliard School 1978 — 1979
Piano Performance
John Adams High School
David Nadel David Nadel's Neuberger Berman Experience November 2004 - June 2006
Job Portfolio Manager, Director of International Research at Royce & Associates
Industry Investment Management
Experience
Royce & Associates June 2006 - Present
Neuberger Berman November 2004 - June 2006
Pequot Capital January 2001 - December 2003
Bear Stearns January 1998 - January 2001
Value Partners Limited 惠理基金 June 1994 - August 1994
Lazard July 1992 - June 1994
Skills
Investments, Portfolio Management, Equity Research, Equities, Valuation, Mutual Funds, Hedge Funds, Emerging Markets, Asset Management, Mergers & Acquisitions, White Papers, Market Analysis, Small Cap, International Equities, Commentating, Television, Value Investing, Asset Allocation, Economic Research, Capital Structure, Equity Valuation, Fundamental Analysis, Risk Management, Capital Markets, Management, Corporate Governance, Marketing Communications
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Harvard University 1991 — 1992
Master's Degree, History of Science, 3.6/4.0
Williams College 1989 — 1991
Bachelor's Degree, Political Science, 3.7/4.0
Royce & Associates June 2006 - Present
Neuberger Berman November 2004 - June 2006
Pequot Capital January 2001 - December 2003
Bear Stearns January 1998 - January 2001
Value Partners Limited 惠理基金 June 1994 - August 1994
Lazard July 1992 - June 1994
Skills
Investments, Portfolio Management, Equity Research, Equities, Valuation, Mutual Funds, Hedge Funds, Emerging Markets, Asset Management, Mergers & Acquisitions, White Papers, Market Analysis, Small Cap, International Equities, Commentating, Television, Value Investing, Asset Allocation, Economic Research, Capital Structure, Equity Valuation, Fundamental Analysis, Risk Management, Capital Markets, Management, Corporate Governance, Marketing Communications
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Harvard University 1991 — 1992
Master's Degree, History of Science, 3.6/4.0
Williams College 1989 — 1991
Bachelor's Degree, Political Science, 3.7/4.0
Sherry Gallant Sherry Gallant's Neuberger Berman Experience November 2010 - May 2011
Job Presentation Coordinator at Bank of America with Novitex
Industry Graphic Design
Experience
Novitex July 2015 - Present
Freelance February 2015 - July 2015
Heartbeat Ideas July 2014 - January 2015
Foundation for Senior Citizens September 2013 - February 2014
Gargiulo and Partners August 2012 - March 2013
Neuberger Berman November 2010 - May 2011
JPMorgan 2005 - 2009
Queen Independent Living Center 2002 - 2004
Skills
InDesign, Illustrator, Dreamweaver, Photoshop, Graphic Design, Graphics, Instructional Design, PowerPoint, Video Editing, Adobe Creative Suite, Captivate, Web Design, Flash, Newsletters, Microsoft Office, Microsoft Word, Typography, After Effects, Desktop Publishing, Word, Camtasia, Articulate Studio, Adobe Acrobat, Advertising, Marketing, E-Learning, Email Marketing, Editing, Multimedia, Corporate Branding, User Interface Design, Painting, Sculpture, Sound Editing, Fine Art, Layout, Mac, Wireframes, Sitemaps, OmniGraffle, Axure, Magazines, Creative Direction, Brochures, Presentation Design and..., Writing, QuarkXPress, Photography, Art, Image Manipulation
Education
Walden University 2010 — 2012
MS, Instructional Design and Technology
Parsons School of Design - New York 2004 — 2006
Graphic Design Cert, Graphic Design
School of Visual Arts 2002 — 2004
Computer Graphics, Digital Video
Pratt, Manhattan, School of Professional Studies - New York 1999 — 2001
Graphic Design
New York University - School of Continuing Education 1987 — 1990
Certificate, Video
Gemological Institute of America-New York 1980 — 1985
Graduate Gemologist GG, Diamond Grading, Gem Identification and Grading
State University of New York at Buffalo
BFA, Fine Art; Art History, Sculpture
Norina Simi School in Florence, Italy 1978 — 1979
Portrait drawing
Art Students League of New York 1985 — 1990
Drawing and Painting
Novitex July 2015 - Present
Freelance February 2015 - July 2015
Heartbeat Ideas July 2014 - January 2015
Foundation for Senior Citizens September 2013 - February 2014
Gargiulo and Partners August 2012 - March 2013
Neuberger Berman November 2010 - May 2011
JPMorgan 2005 - 2009
Queen Independent Living Center 2002 - 2004
Skills
InDesign, Illustrator, Dreamweaver, Photoshop, Graphic Design, Graphics, Instructional Design, PowerPoint, Video Editing, Adobe Creative Suite, Captivate, Web Design, Flash, Newsletters, Microsoft Office, Microsoft Word, Typography, After Effects, Desktop Publishing, Word, Camtasia, Articulate Studio, Adobe Acrobat, Advertising, Marketing, E-Learning, Email Marketing, Editing, Multimedia, Corporate Branding, User Interface Design, Painting, Sculpture, Sound Editing, Fine Art, Layout, Mac, Wireframes, Sitemaps, OmniGraffle, Axure, Magazines, Creative Direction, Brochures, Presentation Design and..., Writing, QuarkXPress, Photography, Art, Image Manipulation
Education
Walden University 2010 — 2012
MS, Instructional Design and Technology
Parsons School of Design - New York 2004 — 2006
Graphic Design Cert, Graphic Design
School of Visual Arts 2002 — 2004
Computer Graphics, Digital Video
Pratt, Manhattan, School of Professional Studies - New York 1999 — 2001
Graphic Design
New York University - School of Continuing Education 1987 — 1990
Certificate, Video
Gemological Institute of America-New York 1980 — 1985
Graduate Gemologist GG, Diamond Grading, Gem Identification and Grading
State University of New York at Buffalo
BFA, Fine Art; Art History, Sculpture
Norina Simi School in Florence, Italy 1978 — 1979
Portrait drawing
Art Students League of New York 1985 — 1990
Drawing and Painting
Rhoni Wiswall's Neuberger Berman Experience July 2014 - Present
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman July 2014 - Present
Portland Community College September 2013 - Present
St. Andrew's Nativity School June 2013 - Present
The Oregon Community Foundation 2010 - Present
Meals on Wheels People September 2010 - Present
Bridge Meadows Oregon 2009 - Present
American Cancer Society Western Region January 2012 - June 2014
Crestline Investors, Inc. November 2009 - June 2014
Crestline Investors, Inc. November 2009 - June 2014
Jesuit High School 2008 - June 2014
Skills
Alternative Investments
Education
George Fox University 1989 — 1991
Neuberger Berman July 2014 - Present
Portland Community College September 2013 - Present
St. Andrew's Nativity School June 2013 - Present
The Oregon Community Foundation 2010 - Present
Meals on Wheels People September 2010 - Present
Bridge Meadows Oregon 2009 - Present
American Cancer Society Western Region January 2012 - June 2014
Crestline Investors, Inc. November 2009 - June 2014
Crestline Investors, Inc. November 2009 - June 2014
Jesuit High School 2008 - June 2014
Skills
Alternative Investments
Education
George Fox University 1989 — 1991
Annie Stickney's Neuberger Berman Experience August 2012 - January 2015
Job Digital Marketing Analytics at JPMorgan Chase
Industry Online Media
Experience
JPMorgan Chase & Co. January 2015 - Present
Neuberger Berman August 2012 - January 2015
Group SJR September 2011 - April 2012
Minyanville Media, Inc. January 2010 - September 2011
Forbes.com June 2008 - January 2010
Spa Finder November 2007 - June 2008
Spa Finder March 2007 - October 2007
Rockefeller University June 2006 - April 2007
Rockefeller University August 2004 - June 2006
The Bermuda Aquarium May 2003 - September 2003
Skills
Web Analytics, SEO, Social Media, Usability Testing, Email Marketing, Audience Development, New Business Development, Business Strategy, Conversion Optimization, Search, Marketing Strategy, Marketing Research, User Experience, Digital Marketing, Competitive Analysis, Google Analytics, Digital Media, Digital Strategy, Information Architecture, Data Analysis, Omniture, E-commerce, PPC, Advertising, CSS, New Media, Marketing, Blogging, SEM, Strategy, Web Marketing, Strategic Partnerships, Online Marketing, Analytics
Education
Gettysburg College 1999 — 2003
B.A., Psychology, Neuroscience
James Cook University 2002 — 2002
Westminster 1996 — 1999
Rippowam Cisqua School 1983 — 1996
JPMorgan Chase & Co. January 2015 - Present
Neuberger Berman August 2012 - January 2015
Group SJR September 2011 - April 2012
Minyanville Media, Inc. January 2010 - September 2011
Forbes.com June 2008 - January 2010
Spa Finder November 2007 - June 2008
Spa Finder March 2007 - October 2007
Rockefeller University June 2006 - April 2007
Rockefeller University August 2004 - June 2006
The Bermuda Aquarium May 2003 - September 2003
Skills
Web Analytics, SEO, Social Media, Usability Testing, Email Marketing, Audience Development, New Business Development, Business Strategy, Conversion Optimization, Search, Marketing Strategy, Marketing Research, User Experience, Digital Marketing, Competitive Analysis, Google Analytics, Digital Media, Digital Strategy, Information Architecture, Data Analysis, Omniture, E-commerce, PPC, Advertising, CSS, New Media, Marketing, Blogging, SEM, Strategy, Web Marketing, Strategic Partnerships, Online Marketing, Analytics
Education
Gettysburg College 1999 — 2003
B.A., Psychology, Neuroscience
James Cook University 2002 — 2002
Westminster 1996 — 1999
Rippowam Cisqua School 1983 — 1996
Chris Schulte's Neuberger Berman Experience August 2012 - Present
Job Vice President, HR Generalist at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 2012 - Present
AllianceBernstein September 2011 - June 2012
AllianceBernstein January 2011 - September 2011
AllianceBernstein July 2009 - January 2011
Capital Group February 2006 - July 2009
AllianceBernstein January 2001 - February 2006
Education
Kansas State University 1994 — 1998
B.S., Elementary Education with an emphasis in Human Development and Family Services
Neuberger Berman August 2012 - Present
AllianceBernstein September 2011 - June 2012
AllianceBernstein January 2011 - September 2011
AllianceBernstein July 2009 - January 2011
Capital Group February 2006 - July 2009
AllianceBernstein January 2001 - February 2006
Education
Kansas State University 1994 — 1998
B.S., Elementary Education with an emphasis in Human Development and Family Services
Brian Peak's Neuberger Berman Experience May 2009 - June 2010
Job Equity Research at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group May 2015 - Present
RBC Capital Markets July 2012 - April 2015
RBC Capital Markets June 2011 - August 2011
Neuberger Berman May 2009 - June 2010
Lehman Brothers January 2008 - April 2009
Bank of America Merrill Lynch October 2006 - January 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA)
The Chinese University of Hong Kong 2012 — 2012
Master of Business Administration (MBA)
Hillsdale College
Bachelor of Arts (BA)
Janus Capital Group May 2015 - Present
RBC Capital Markets July 2012 - April 2015
RBC Capital Markets June 2011 - August 2011
Neuberger Berman May 2009 - June 2010
Lehman Brothers January 2008 - April 2009
Bank of America Merrill Lynch October 2006 - January 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA)
The Chinese University of Hong Kong 2012 — 2012
Master of Business Administration (MBA)
Hillsdale College
Bachelor of Arts (BA)
Thomas Scarfo's Neuberger Berman Experience 1992 - 2004
Job Strategic Senior IT Professional, PMP, MBA
Industry Information Technology and Services
Experience
Optimum Lightpath January 2009 - Present
Enterprise Solution Providers October 2008 - January 2009
BlueWater Communications Group 2007 - 2007
Lehman Brothers 2004 - 2006
Neuberger Berman 1992 - 2004
Skills
Data Center, Telecommunications, Strategy, Project Management, Networking, Project Planning, Team Building, Strategic Planning, Budgets, Sales, VoIP, Vendor Management, Managed Services, Cloud Computing, Wireless, IP, Integration, Unified Communications, MPLS, PMP, Management, Microsoft SQL Server, Business Process..., Telephony, Cisco Technologies, Disaster Recovery, Solution Selling, Product Management, CRM, Project Governance, Infrastructure, SDLC, Program Management, WAN, Professional Services, Strategic Partnerships, IT Management, IT Strategy, Ethernet, Visio, IT Service Management, Service Delivery, Leadership
Education
New York University - Polytechnic School of Engineering 1996 — 2000
MBA, Management of Technology
Hofstra University 1982 — 1987
BBA, Information Systems
Optimum Lightpath January 2009 - Present
Enterprise Solution Providers October 2008 - January 2009
BlueWater Communications Group 2007 - 2007
Lehman Brothers 2004 - 2006
Neuberger Berman 1992 - 2004
Skills
Data Center, Telecommunications, Strategy, Project Management, Networking, Project Planning, Team Building, Strategic Planning, Budgets, Sales, VoIP, Vendor Management, Managed Services, Cloud Computing, Wireless, IP, Integration, Unified Communications, MPLS, PMP, Management, Microsoft SQL Server, Business Process..., Telephony, Cisco Technologies, Disaster Recovery, Solution Selling, Product Management, CRM, Project Governance, Infrastructure, SDLC, Program Management, WAN, Professional Services, Strategic Partnerships, IT Management, IT Strategy, Ethernet, Visio, IT Service Management, Service Delivery, Leadership
Education
New York University - Polytechnic School of Engineering 1996 — 2000
MBA, Management of Technology
Hofstra University 1982 — 1987
BBA, Information Systems
Christopher Vander Poel's Neuberger Berman Experience July 1997 - July 1998
Job Solutions Architect at Alexander Interactive
Industry Internet
Experience
Alexander Interactive September 2013 - Present
CVP LLC November 2011 - Present
Alexander Interactive November 2010 - September 2013
someecards.com June 2008 - July 2010
UrbanTailgate.com January 2004 - January 2009
IOMA August 1998 - May 2008
Neuberger Berman July 1997 - July 1998
Phoenix Third Market 1995 - 1997
Skills
HTML, CSS, Web Development, Java, PHP, Adobe Creative Suite, MySQL, SEO, Agile Methodologies, User Experience, Magento, XHTML
Education
Ithaca College 1994 — 1995
Computer Science
Alexander Interactive September 2013 - Present
CVP LLC November 2011 - Present
Alexander Interactive November 2010 - September 2013
someecards.com June 2008 - July 2010
UrbanTailgate.com January 2004 - January 2009
IOMA August 1998 - May 2008
Neuberger Berman July 1997 - July 1998
Phoenix Third Market 1995 - 1997
Skills
HTML, CSS, Web Development, Java, PHP, Adobe Creative Suite, MySQL, SEO, Agile Methodologies, User Experience, Magento, XHTML
Education
Ithaca College 1994 — 1995
Computer Science
Timothy Creedon's Neuberger Berman Experience August 2011 - Present
Job Director Of Research at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman August 2011 - Present
Neuberger Berman February 2005 - Present
Lehman Brothers July 2002 - January 2005
Lehman Brothers Communications Fund July 2000 - June 2002
Merrill Lynch July 1998 - June 2000
Education
Georgetown University 1994 — 1998
BSFS, International Economics
Neuberger Berman August 2011 - Present
Neuberger Berman February 2005 - Present
Lehman Brothers July 2002 - January 2005
Lehman Brothers Communications Fund July 2000 - June 2002
Merrill Lynch July 1998 - June 2000
Education
Georgetown University 1994 — 1998
BSFS, International Economics
Steven Lieberman, CFA's Neuberger Berman Experience March 2008 - Present
Job Vice President, International Equity Trader at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman March 2008 - Present
Neuberger Berman 2006 - 2008
Skills
Equities
Education
Chartered Financial Analyst
Indiana University - Kelley School of Business 2001 — 2005
Neuberger Berman March 2008 - Present
Neuberger Berman 2006 - 2008
Skills
Equities
Education
Chartered Financial Analyst
Indiana University - Kelley School of Business 2001 — 2005
Paul Rooney's Neuberger Berman Experience 1994 - 2005
Job Director, Barclays Capital
Industry Financial Services
Experience
Barclays Capital June 2008 - Present
Lehman Brothers 2005 - 2008
Neuberger Berman 1994 - 2005
Education
Gettysburg College 1989 — 1993
BA
Chaminade High School 1984 — 1989
Barclays Capital June 2008 - Present
Lehman Brothers 2005 - 2008
Neuberger Berman 1994 - 2005
Education
Gettysburg College 1989 — 1993
BA
Chaminade High School 1984 — 1989
Jan-Bart De Groote, CFA's Neuberger Berman Experience February 2015 - Present
Job Distressed Debt Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2015 - Present
Houlihan Capital April 2010 - February 2015
KBC Securities September 2008 - October 2009
Skills
Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Due Diligence, Equity Research, Private Equity, Business Valuation, Bloomberg, Investment Banking, Equities, DCF, Hedge Funds, Investments, Fixed Income, Finance, Derivatives
Education
2007 — 2008
Master, Financial Management
Ghent University 2003 — 2007
Master, Economic Sciences
CFA Institute
Passed Level III
Neuberger Berman February 2015 - Present
Houlihan Capital April 2010 - February 2015
KBC Securities September 2008 - October 2009
Skills
Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Due Diligence, Equity Research, Private Equity, Business Valuation, Bloomberg, Investment Banking, Equities, DCF, Hedge Funds, Investments, Fixed Income, Finance, Derivatives
Education
2007 — 2008
Master, Financial Management
Ghent University 2003 — 2007
Master, Economic Sciences
CFA Institute
Passed Level III
Tim Lindsay's Neuberger Berman Experience September 1999 - December 2002
Job SVP at Solaris Group
Industry Financial Services
Experience
Solaris Group March 2005 - Present
Lehman Trust Company December 2002 - March 2005
Neuberger Berman September 1999 - December 2002
Neuberger Berman Management September 1997 - September 1999
Skills
Investments, Financial Modeling, Microsoft Excel, Alternative Investments, Investment Strategies, Mutual Funds, Hedge Funds, Due Diligence, Manager Selection, Strategic Financial..., Asset Managment, New Business Development, Business Development, Strategic Planning, Wealth Management, Asset Management, Equities, Asset Allocation
Education
Fordham University 1993 — 1997
Bachelor of Science (BS), Finance, General
Chaminade High School 1989 — 1993
Solaris Group March 2005 - Present
Lehman Trust Company December 2002 - March 2005
Neuberger Berman September 1999 - December 2002
Neuberger Berman Management September 1997 - September 1999
Skills
Investments, Financial Modeling, Microsoft Excel, Alternative Investments, Investment Strategies, Mutual Funds, Hedge Funds, Due Diligence, Manager Selection, Strategic Financial..., Asset Managment, New Business Development, Business Development, Strategic Planning, Wealth Management, Asset Management, Equities, Asset Allocation
Education
Fordham University 1993 — 1997
Bachelor of Science (BS), Finance, General
Chaminade High School 1989 — 1993
Nira Patel's Neuberger Berman Experience 2009 - 2010
Job .Net Developer at BioMedical Systems
Industry Computer Software
Experience
BioMedical Systems July 2012 - Present
Modular Process Control, LLC August 2011 - July 2012
Modular Process Control 2011 - 2012
Thought Process Interactive June 2011 - August 2011
Bryan Cave April 2011 - June 2011
Brookdale Senior Living, Inc. 2010 - January 2011
Neuberger Berman 2009 - 2010
Skills
.NET, Microsoft SQL Server, ASP.NET, SQL, C#, SharePoint, Identity Management, T-SQL, XML, VB.NET, Software Development, SDLC, IIS, Web Services, JavaScript
Education
Gujarat University 1999 — 2004
Msc.I.T., Computer Science
Ritenour
BioMedical Systems July 2012 - Present
Modular Process Control, LLC August 2011 - July 2012
Modular Process Control 2011 - 2012
Thought Process Interactive June 2011 - August 2011
Bryan Cave April 2011 - June 2011
Brookdale Senior Living, Inc. 2010 - January 2011
Neuberger Berman 2009 - 2010
Skills
.NET, Microsoft SQL Server, ASP.NET, SQL, C#, SharePoint, Identity Management, T-SQL, XML, VB.NET, Software Development, SDLC, IIS, Web Services, JavaScript
Education
Gujarat University 1999 — 2004
Msc.I.T., Computer Science
Ritenour
Cara Sviokla's Neuberger Berman Experience 2001 - 2006
Job Chief Financial Officer Eurasia Group
Industry International Affairs
Experience
Eurasia Group January 2014 - Present
Eurasia Group February 2008 - December 2013
Ultra Records 2006 - 2008
Neuberger Berman 2001 - 2006
Skills
Financial Modeling, Finance, Financial Analysis, Risk Management, Due Diligence, Entrepreneurship, Financial Risk, Leadership, Strategy
Education
Georgetown University
BA
New York University - Leonard N. Stern School of Business
MBA, Finance
Eurasia Group January 2014 - Present
Eurasia Group February 2008 - December 2013
Ultra Records 2006 - 2008
Neuberger Berman 2001 - 2006
Skills
Financial Modeling, Finance, Financial Analysis, Risk Management, Due Diligence, Entrepreneurship, Financial Risk, Leadership, Strategy
Education
Georgetown University
BA
New York University - Leonard N. Stern School of Business
MBA, Finance
John Reinhardt's Neuberger Berman Experience November 1998 - December 2003
Job CIO at Barclays Wealth and Investment Management, Americas
Industry Financial Services
Experience
Barclays Wealth and Investment Management, Americas May 2015 - Present
Barclays Wealth 2008 - Present
Lehman Brothers January 2004 - September 2008
Neuberger Berman November 1998 - December 2003
Dreyfus 1996 - 1998
NIDS 1993 - 1995
Education
Hofstra University 1989 — 1993
Bachelor of Science (BS), Computer Science
Barclays Wealth and Investment Management, Americas May 2015 - Present
Barclays Wealth 2008 - Present
Lehman Brothers January 2004 - September 2008
Neuberger Berman November 1998 - December 2003
Dreyfus 1996 - 1998
NIDS 1993 - 1995
Education
Hofstra University 1989 — 1993
Bachelor of Science (BS), Computer Science
Andrew Blumenthal, CFP®'s Neuberger Berman Experience June 2005 - December 2006
Job Vice President at EMM
Industry Investment Management
Experience
EMM December 2006 - Present
Neuberger Berman June 2005 - December 2006
Rabobank June 2004 - August 2004
Skills
Alternative Investments, Hedge Funds, Fixed Income, Wealth Management, Asset Allocation, Equities, Bloomberg, Capital Markets, Investments, Portfolio Management, Investor Relations, Investment Management, Equity Research, Financial Advisory, Asset Management, Finance, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Financial Instruments/Markets & Economics
Ithaca College 2001 — 2005
BS, Finance & Accounting
EMM December 2006 - Present
Neuberger Berman June 2005 - December 2006
Rabobank June 2004 - August 2004
Skills
Alternative Investments, Hedge Funds, Fixed Income, Wealth Management, Asset Allocation, Equities, Bloomberg, Capital Markets, Investments, Portfolio Management, Investor Relations, Investment Management, Equity Research, Financial Advisory, Asset Management, Finance, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Financial Instruments/Markets & Economics
Ithaca College 2001 — 2005
BS, Finance & Accounting
Baily Blair Kempner's Neuberger Berman Experience April 2009 - May 2009
Job Principal at The Abraaj Group
Industry Nonprofit Organization Management
Experience
The Abraaj Group December 2013 - Present
Endeavor July 2011 - November 2013
Grassroots Capital June 2010 - August 2010
Endeavor June 2009 - July 2009
Neuberger Berman April 2009 - May 2009
Lehman Brothers (New York, NY) July 2006 - April 2009
Skills
Venture Capital, Emerging Markets, Private Equity, Financial Modeling, Entrepreneurship, Corporate Development, Social Entrepreneurship, Impact Investing, Investments, Non-profits, International..., Alternative Investments
Education
Harvard Business School 2009 — 2011
MBA
Yale University 2002 — 2006
BA, History
Chapin
The Abraaj Group December 2013 - Present
Endeavor July 2011 - November 2013
Grassroots Capital June 2010 - August 2010
Endeavor June 2009 - July 2009
Neuberger Berman April 2009 - May 2009
Lehman Brothers (New York, NY) July 2006 - April 2009
Skills
Venture Capital, Emerging Markets, Private Equity, Financial Modeling, Entrepreneurship, Corporate Development, Social Entrepreneurship, Impact Investing, Investments, Non-profits, International..., Alternative Investments
Education
Harvard Business School 2009 — 2011
MBA
Yale University 2002 — 2006
BA, History
Chapin
Kelly List's Neuberger Berman Experience May 2004 - Present
Job VP, Marketing Communications at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2004 - Present
HNW January 2002 - May 2004
Goldman Sachs January 2000 - January 2001
The Wall Street Journal Online January 1998 - January 2000
Coopers & Lybrand January 1996 - January 1998
Skills
Editing, Writing, Marketing Communications, Content Strategy, Web Project Management, Editorial Project..., Cross-functional Team..., Editorial, Project Management, Content Development, Digital Media, Strategy, Newsletters, Management, Leadership, Strategic Communications, Digital Marketing, Internal Communications, Marketing, Social Media, Corporate Communications, Integrated Marketing
Education
Georgetown University 1992 — 1996
Bachelor of Arts (B.A.), Art History
Neuberger Berman May 2004 - Present
HNW January 2002 - May 2004
Goldman Sachs January 2000 - January 2001
The Wall Street Journal Online January 1998 - January 2000
Coopers & Lybrand January 1996 - January 1998
Skills
Editing, Writing, Marketing Communications, Content Strategy, Web Project Management, Editorial Project..., Cross-functional Team..., Editorial, Project Management, Content Development, Digital Media, Strategy, Newsletters, Management, Leadership, Strategic Communications, Digital Marketing, Internal Communications, Marketing, Social Media, Corporate Communications, Integrated Marketing
Education
Georgetown University 1992 — 1996
Bachelor of Arts (B.A.), Art History
Nataliya Shpits's Neuberger Berman Experience February 2012 - June 2013
Job Lateral Recruiter at Morgan Stanley
Industry Staffing and Recruiting
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley June 2013 - May 2014
Neuberger Berman February 2012 - June 2013
CTPartners October 2007 - February 2012
Skills
Talent Acquisition, Recruiting, Executive Search, Onboarding, Human Resources, Sourcing, Technical Recruiting, Screening Resumes, Applicant Tracking..., Internet Recruiting, Employee Relations, Interviews, Resume Writing
Education
Iona College 2003 — 2007
B.A., Mass Communications
Morgan Stanley May 2014 - Present
Morgan Stanley June 2013 - May 2014
Neuberger Berman February 2012 - June 2013
CTPartners October 2007 - February 2012
Skills
Talent Acquisition, Recruiting, Executive Search, Onboarding, Human Resources, Sourcing, Technical Recruiting, Screening Resumes, Applicant Tracking..., Internet Recruiting, Employee Relations, Interviews, Resume Writing
Education
Iona College 2003 — 2007
B.A., Mass Communications
Jon C. Rychener's Neuberger Berman Experience February 1994 - July 2012
Job Director of Investment Reporting & Performance at South Carolina Retirement System Investment Commission
Industry Investment Management
Experience
South Carolina Retirement System Investment Commission July 2012 - Present
Neuberger Berman February 1994 - July 2012
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
MBA, Finance
Goshen College 1986 — 1989
BA
South Carolina Retirement System Investment Commission July 2012 - Present
Neuberger Berman February 1994 - July 2012
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
MBA, Finance
Goshen College 1986 — 1989
BA
Matthew Gregory's Neuberger Berman Experience April 2005 - April 2007
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2007 - Present
Neuberger Berman April 2005 - April 2007
Goldman Sachs June 1996 - March 2005
Skills
Prime Brokerage, Series 7, Series 63, Series 65, Series 3, Private Equity, Fixed Income, Operations Management, Project Management, Hedge Funds, Options, Wealth Management..., Financial Services, Derivatives, Capital Markets, Alternative Investments, Middle Office, Equities, Bloomberg
Education
Hofstra University 1992 — 1996
BBA, Marketing
Credit Suisse May 2007 - Present
Neuberger Berman April 2005 - April 2007
Goldman Sachs June 1996 - March 2005
Skills
Prime Brokerage, Series 7, Series 63, Series 65, Series 3, Private Equity, Fixed Income, Operations Management, Project Management, Hedge Funds, Options, Wealth Management..., Financial Services, Derivatives, Capital Markets, Alternative Investments, Middle Office, Equities, Bloomberg
Education
Hofstra University 1992 — 1996
BBA, Marketing
Khalilah Wilson's Neuberger Berman Experience May 2000 - July 2002
Job Independent Advisory Strategic Planning and Business Development
Industry Financial Services
Experience
Liberum Advisor Solutions March 2011 - Present
Lindner Capital Advisors June 2006 - November 2012
Bank of America October 2003 - June 2006
J.P. Morgan June 2002 - February 2003
Neuberger Berman May 2000 - July 2002
CIBC World Markets May 1999 - May 2000
Skills
Infrastructure Planning, Strategic Consulting, Desktop Procedures, Process Improvement, Strategic Planning, Technology Analysis, New Business Development, Marketing Strategy, Project Management, Wealth Management, Infrastructure, Investment Advisory, Investments, Portfolio Management, Series 7, Business Development, Trading, Sales, Securities, Consulting, Risk Management, Strategic Financial..., Mergers & Acquisitions
Education
Hofstra University 1994 — 1998
Bachelor of Arts (BA), Industrial and Organizational Psychology
Liberum Advisor Solutions March 2011 - Present
Lindner Capital Advisors June 2006 - November 2012
Bank of America October 2003 - June 2006
J.P. Morgan June 2002 - February 2003
Neuberger Berman May 2000 - July 2002
CIBC World Markets May 1999 - May 2000
Skills
Infrastructure Planning, Strategic Consulting, Desktop Procedures, Process Improvement, Strategic Planning, Technology Analysis, New Business Development, Marketing Strategy, Project Management, Wealth Management, Infrastructure, Investment Advisory, Investments, Portfolio Management, Series 7, Business Development, Trading, Sales, Securities, Consulting, Risk Management, Strategic Financial..., Mergers & Acquisitions
Education
Hofstra University 1994 — 1998
Bachelor of Arts (BA), Industrial and Organizational Psychology
Terrence J. Riordan's Neuberger Berman Experience September 2008 - Present
Job Regional Director at Neuberger Berman LLC
Industry Financial Services
Experience
Neuberger Berman September 2008 - Present
Neuberger Berman,A Lehman Brothers Company June 2007 - September 2008
JP Morgan December 2004 - December 2006
Northern Trust Company May 1988 - November 2004
Education
Illinois State University
Bachelor of Science, Economics and Finance
Neuberger Berman September 2008 - Present
Neuberger Berman,A Lehman Brothers Company June 2007 - September 2008
JP Morgan December 2004 - December 2006
Northern Trust Company May 1988 - November 2004
Education
Illinois State University
Bachelor of Science, Economics and Finance
Julie Gorski's Neuberger Berman Experience November 2007 - February 2009
Job Marketing/Communications
Industry Financial Services
Experience
Neuberger Berman November 2007 - February 2009
New York Moves Magazine 2009 - 2009
Brown Brothers Harriman November 2005 - November 2007
FAM Global Investments October 2004 - November 2005
Cambridge Associates 2002 - 2004
Skills
Due Diligence, Asset Managment
Education
James Madison University 1998 — 2002
Bachelor's Degree, Finance, General
Neuberger Berman November 2007 - February 2009
New York Moves Magazine 2009 - 2009
Brown Brothers Harriman November 2005 - November 2007
FAM Global Investments October 2004 - November 2005
Cambridge Associates 2002 - 2004
Skills
Due Diligence, Asset Managment
Education
James Madison University 1998 — 2002
Bachelor's Degree, Finance, General
Peter Mayhak's Neuberger Berman Experience Vice PresidentBernstein Global Wealth ManagementMarch 2005 - February 2008
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman Vice PresidentBernstein Global Wealth ManagementMarch 2005 - February 2008
Bernstein 2005 - 2008
Education
Grand Valley State University 1988 — 1991
Neuberger Berman Vice PresidentBernstein Global Wealth ManagementMarch 2005 - February 2008
Bernstein 2005 - 2008
Education
Grand Valley State University 1988 — 1991
Pamela Bruzinski's Neuberger Berman Experience July 1998 - February 2014
Job Director of Accounting & Finance Placement at Executive Placement Partners
Industry Staffing and Recruiting
Experience
Executive Placement Partners October 2014 - Present
Neuberger Berman July 1998 - February 2014
California Pizza Kitchen 1994 - 1996
Enterprise Rent A Car 1992 - 1994
Enterprise Rent A Car 1992 - 1994
Skills
Series 7, Fixed Income, Equities, Asset Management, Series 63, Hedge Funds, Mutual Funds, Portfolio Management, Asset Allocation, Financial Services, Securities, Relationship Management, Asset Managment, Investments, Separately Managed..., Bloomberg, Bonds, High Yield, Trading, Investment Management, Trading Systems, Investment Strategies, Investment Advisory, Equity Trading, Wealth Management, Financial Markets, Bloomberg Terminal, Market Data, ETFs, Finance, Strategic Financial..., Staffing Services, Recruiting, New Business Development, Business Development, Business Planning, Volunteering, Non-profit Volunteering, Qualifying Candidates, Candidate Selection, Passive Candidate..., Candidate Generation, Candidate Assessment, Candidate Marketing
Education
Hofstra University 1988 — 1992
BBA, Business Administration and Management, General
Executive Placement Partners October 2014 - Present
Neuberger Berman July 1998 - February 2014
California Pizza Kitchen 1994 - 1996
Enterprise Rent A Car 1992 - 1994
Enterprise Rent A Car 1992 - 1994
Skills
Series 7, Fixed Income, Equities, Asset Management, Series 63, Hedge Funds, Mutual Funds, Portfolio Management, Asset Allocation, Financial Services, Securities, Relationship Management, Asset Managment, Investments, Separately Managed..., Bloomberg, Bonds, High Yield, Trading, Investment Management, Trading Systems, Investment Strategies, Investment Advisory, Equity Trading, Wealth Management, Financial Markets, Bloomberg Terminal, Market Data, ETFs, Finance, Strategic Financial..., Staffing Services, Recruiting, New Business Development, Business Development, Business Planning, Volunteering, Non-profit Volunteering, Qualifying Candidates, Candidate Selection, Passive Candidate..., Candidate Generation, Candidate Assessment, Candidate Marketing
Education
Hofstra University 1988 — 1992
BBA, Business Administration and Management, General
Gregory Yencharis, CFA's Neuberger Berman Experience February 2011 - Present
Job Vice President Fixed Income Research Analyst
Industry Financial Services
Experience
Neuberger Berman February 2011 - Present
Neuberger Berman June 2007 - February 2011
Investors Bank & Trust September 2006 - June 2007
MLBPA January 2006 - May 2006
FXCM December 2005 - January 2006
Skills
Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
BBA, BS, Finance, Sports Management
Neuberger Berman February 2011 - Present
Neuberger Berman June 2007 - February 2011
Investors Bank & Trust September 2006 - June 2007
MLBPA January 2006 - May 2006
FXCM December 2005 - January 2006
Skills
Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
BBA, BS, Finance, Sports Management
Jim Kratzok's Neuberger Berman Experience August 1997 - April 2000
Job Free at last...
Industry Computer Software
Experience
Home October 2014 - Present
Microsoft July 2006 - October 2014
Softricity March 2006 - July 2006
Cleary Gottlieb Steen & Hamilton LLP November 2005 - March 2006
AllianceBernstein April 2000 - September 2005
Neuberger Berman August 1997 - April 2000
Deutsche Bank May 1995 - August 1997
Bankers Trust August 1993 - May 1995
Microcom August 1992 - July 1993
IBM September 1983 - July 1992
Skills
Business Analysis, SDLC, Enterprise Architecture, Microsoft Technologies, Enterprise Software, Servers, IT Management, Consulting, ITIL, Microsoft SQL Server, System Deployment, Integration, Software Development, Technical Support, App-V, Vendor Management, System Administration, Virtualization, Project Management, SharePoint, Cloud Computing, Windows Server, Software Installation, Security, Hyper-V, Application..., IT Strategy, Data Center, Citrix, Disaster Recovery, Powershell, SaaS, IT Service Management
Education
Franklin & Marshall College 1977 — 1981
Bachelor of Arts (B.A.), American Studies
Home October 2014 - Present
Microsoft July 2006 - October 2014
Softricity March 2006 - July 2006
Cleary Gottlieb Steen & Hamilton LLP November 2005 - March 2006
AllianceBernstein April 2000 - September 2005
Neuberger Berman August 1997 - April 2000
Deutsche Bank May 1995 - August 1997
Bankers Trust August 1993 - May 1995
Microcom August 1992 - July 1993
IBM September 1983 - July 1992
Skills
Business Analysis, SDLC, Enterprise Architecture, Microsoft Technologies, Enterprise Software, Servers, IT Management, Consulting, ITIL, Microsoft SQL Server, System Deployment, Integration, Software Development, Technical Support, App-V, Vendor Management, System Administration, Virtualization, Project Management, SharePoint, Cloud Computing, Windows Server, Software Installation, Security, Hyper-V, Application..., IT Strategy, Data Center, Citrix, Disaster Recovery, Powershell, SaaS, IT Service Management
Education
Franklin & Marshall College 1977 — 1981
Bachelor of Arts (B.A.), American Studies
Trevor Nugent's Neuberger Berman Experience November 2006 - September 2010
Job Senior Performance Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management March 2015 - Present
Morgan Stanley July 2011 - August 2014
Neuberger Berman November 2006 - September 2010
Morgan Stanley March 2000 - November 2006
Prudential Financial December 1997 - March 2000
Prudential Financial May 1995 - December 1997
Skills
Equities, Investments, Mutual Funds, Mergers & Acquisitions, Portfolio Management, Securities, Accounting, Hedge Funds, Financial Risk, Alternative Investments, Asset Management, Bloomberg
Education
Iona College 1990 — 1994
BS, Communication Arts
Essex Catholic HS
Barclays Wealth and Investment Management March 2015 - Present
Morgan Stanley July 2011 - August 2014
Neuberger Berman November 2006 - September 2010
Morgan Stanley March 2000 - November 2006
Prudential Financial December 1997 - March 2000
Prudential Financial May 1995 - December 1997
Skills
Equities, Investments, Mutual Funds, Mergers & Acquisitions, Portfolio Management, Securities, Accounting, Hedge Funds, Financial Risk, Alternative Investments, Asset Management, Bloomberg
Education
Iona College 1990 — 1994
BS, Communication Arts
Essex Catholic HS
Evelyne Estey's Neuberger Berman Experience 2004 - 2006
Job Chief Financial and Operating Officer at Lycée Français de New York
Industry Nonprofit Organization Management
Experience
Lycée Français de New York April 2012 - Present
Barclays Capital July 2009 - March 2012
Neuberger Berman 2004 - 2006
Lehman Brothers 2004 - 2006
Merrill Lynch 1983 - 2002
Education
HEC Paris 1978 — 1981
M.S., Business
Lycée Français de New York April 2012 - Present
Barclays Capital July 2009 - March 2012
Neuberger Berman 2004 - 2006
Lehman Brothers 2004 - 2006
Merrill Lynch 1983 - 2002
Education
HEC Paris 1978 — 1981
M.S., Business
Bilal Little's Neuberger Berman Experience September 2008 - Present
Job Internal Wholesaler at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2008 - Present
Lehman Brothers October 2006 - September 2008
Education
Hofstra University 2002 — 2006
BA, Marketing
Neuberger Berman September 2008 - Present
Lehman Brothers October 2006 - September 2008
Education
Hofstra University 2002 — 2006
BA, Marketing
Eden Hammond's Neuberger Berman Experience October 2008 - February 2010
Job Director, Product Management at Perka
Industry Financial Services
Experience
Perka March 2015 - Present
PetNet February 2014 - Present
First Data Corporation September 2014 - March 2015
The Kor Group June 2013 - August 2013
American Express February 2010 - May 2012
Neuberger Berman October 2008 - February 2010
Lehman Brothers July 2007 - October 2008
Sony Pictures Entertainment June 2006 - August 2006
Skills
Competitive Analysis, Project Management, Research, Alternative Investments, Hedge Funds, Valuation, Due Diligence, Emerging Markets, Asset Managment, Financial Analysis, Strategy, Business Development, Business Strategy, Market Research, Product Management
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Yale University 2003 — 2007
BA, History
Chapin 1990 — 2003
Perka March 2015 - Present
PetNet February 2014 - Present
First Data Corporation September 2014 - March 2015
The Kor Group June 2013 - August 2013
American Express February 2010 - May 2012
Neuberger Berman October 2008 - February 2010
Lehman Brothers July 2007 - October 2008
Sony Pictures Entertainment June 2006 - August 2006
Skills
Competitive Analysis, Project Management, Research, Alternative Investments, Hedge Funds, Valuation, Due Diligence, Emerging Markets, Asset Managment, Financial Analysis, Strategy, Business Development, Business Strategy, Market Research, Product Management
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Yale University 2003 — 2007
BA, History
Chapin 1990 — 2003
Kenneth Tom, CFA's Neuberger Berman Experience January 2014 - Present
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2014 - Present
Neuberger Berman November 2010 - January 2014
Cambridge Associates March 2008 - September 2010
Cambridge Associates September 2007 - March 2008
Cambridge Associates September 2005 - September 2007
Education
Georgetown University 2001 — 2005
BS, Finance, Marketing
Neuberger Berman January 2014 - Present
Neuberger Berman November 2010 - January 2014
Cambridge Associates March 2008 - September 2010
Cambridge Associates September 2007 - March 2008
Cambridge Associates September 2005 - September 2007
Education
Georgetown University 2001 — 2005
BS, Finance, Marketing
Frank Mancuso's Neuberger Berman Experience July 1995 - September 2003
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America October 2010 - Present
Financial Industry Regulatory Authority November 2008 - October 2010
Lehman Brothers February 2008 - November 2008
Morgan Stanley February 2007 - January 2008
Lehman Brothers September 2004 - February 2007
Deutsche Bank October 2003 - August 2004
Neuberger Berman July 1995 - September 2003
Education
Iona College
BBS, Finance
Bank of America October 2010 - Present
Financial Industry Regulatory Authority November 2008 - October 2010
Lehman Brothers February 2008 - November 2008
Morgan Stanley February 2007 - January 2008
Lehman Brothers September 2004 - February 2007
Deutsche Bank October 2003 - August 2004
Neuberger Berman July 1995 - September 2003
Education
Iona College
BBS, Finance
Liam Ahearn's Neuberger Berman Experience January 2008 - February 2009
Job Vice President at Gordian Group, LLC
Industry Financial Services
Experience
Gordian Group, LLC January 2015 - Present
Capstone Advisory Group March 2009 - December 2014
Neuberger Berman January 2008 - February 2009
Lehman Brothers July 2005 - December 2007
Skills
Private Equity, Restructuring, Leveraged Finance, Bankruptcy, Workout, Mergers & Acquisitions, High Yield, Capital Budgeting, Strategic Financial...
Education
Georgetown University 2001 — 2005
Bachelors, Economics and History
Georgetown University 2001 — 2005
Bachelor of Arts (B.A.), Economics
St Peter's Prep
St Peter's Prep
Gordian Group, LLC January 2015 - Present
Capstone Advisory Group March 2009 - December 2014
Neuberger Berman January 2008 - February 2009
Lehman Brothers July 2005 - December 2007
Skills
Private Equity, Restructuring, Leveraged Finance, Bankruptcy, Workout, Mergers & Acquisitions, High Yield, Capital Budgeting, Strategic Financial...
Education
Georgetown University 2001 — 2005
Bachelors, Economics and History
Georgetown University 2001 — 2005
Bachelor of Arts (B.A.), Economics
St Peter's Prep
St Peter's Prep
Neal Mathuran's Neuberger Berman Experience July 2004 - July 2006
Job Marketing Director at L'Oréal
Industry Marketing and Advertising
Experience
L'Oréal May 2015 - Present
L'Oréal June 2013 - Present
L'Oreal March 2011 - June 2013
L'Oreal August 2009 - March 2011
L'Oreal August 2008 - August 2009
L'Oreal June 2007 - August 2007
Neuberger Berman July 2004 - July 2006
Gabelli Asset Management July 2003 - July 2004
Skills
Marketing, Marketing Strategy, Competitive Analysis, Management, Brand Management, Strategy, Market Research, Business Strategy, Digital Marketing, Marketing Communications
Education
Georgetown University - The McDonough School of Business 2006 — 2008
Tufts University 1999 — 2003
L'Oréal May 2015 - Present
L'Oréal June 2013 - Present
L'Oreal March 2011 - June 2013
L'Oreal August 2009 - March 2011
L'Oreal August 2008 - August 2009
L'Oreal June 2007 - August 2007
Neuberger Berman July 2004 - July 2006
Gabelli Asset Management July 2003 - July 2004
Skills
Marketing, Marketing Strategy, Competitive Analysis, Management, Brand Management, Strategy, Market Research, Business Strategy, Digital Marketing, Marketing Communications
Education
Georgetown University - The McDonough School of Business 2006 — 2008
Tufts University 1999 — 2003
Steven Guggenheimer's Neuberger Berman Experience January 2002 - June 2010
Job EVP / Wealth Management Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2014 - Present
Barclays Wealth and Investment Management November 2012 - March 2014
Neuberger Berman January 2002 - June 2010
Education
Haverford College 1980 — 1984
Bachelor of Arts (B.A.), History
Janney Montgomery Scott LLC March 2014 - Present
Barclays Wealth and Investment Management November 2012 - March 2014
Neuberger Berman January 2002 - June 2010
Education
Haverford College 1980 — 1984
Bachelor of Arts (B.A.), History
Jill Onyett's Neuberger Berman Experience April 2009 - February 2013
Job A.A.S., CCMA (NHA)
Industry Medical Practice
Experience
Parkside Family Medical Group March 2015 - September 2015
Heald College May 2013 - April 2015
Cirque du Soleil/Adecco November 2014 - January 2015
UCSF Neurology: Multiple Sclerosis/Memory and Aging Department October 2014 - December 2014
Neuberger Berman April 2009 - February 2013
Neuberger Berman April 2009 - February 2013
Lehman Brothers July 2007 - April 2009
Amgen Biotechnology/Act-1 Personnel Services September 2006 - December 2006
The Grubb Company September 2004 - June 2006
Alexander's Mobility Services September 2000 - January 2004
Skills
Medical Terminology, Medical Billing and..., Medical Administration, Anatomy, Psychology, Pharmacology, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Office Management, Calendaring, Front Office, Travel Arrangements, Spreadsheets, Human Resources, Marketing, Diary Management, Management, Customer Service, Public Speaking, Healthcare Management, Taking Vitals, Injections, Autoclave, Bandaging, Medical and Surgical..., EKG, Assisting Patients with..., Therapeutic..., Venipuncture, Research, Data Entry, Event Planning, Teaching, Leadership
Education
Heald College-San Francisco 2013 — 2015
still in school, Medical Assistant
Rochester College 1978 — 1980
none, Musical Theater
Parkside Family Medical Group March 2015 - September 2015
Heald College May 2013 - April 2015
Cirque du Soleil/Adecco November 2014 - January 2015
UCSF Neurology: Multiple Sclerosis/Memory and Aging Department October 2014 - December 2014
Neuberger Berman April 2009 - February 2013
Neuberger Berman April 2009 - February 2013
Lehman Brothers July 2007 - April 2009
Amgen Biotechnology/Act-1 Personnel Services September 2006 - December 2006
The Grubb Company September 2004 - June 2006
Alexander's Mobility Services September 2000 - January 2004
Skills
Medical Terminology, Medical Billing and..., Medical Administration, Anatomy, Psychology, Pharmacology, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Office Management, Calendaring, Front Office, Travel Arrangements, Spreadsheets, Human Resources, Marketing, Diary Management, Management, Customer Service, Public Speaking, Healthcare Management, Taking Vitals, Injections, Autoclave, Bandaging, Medical and Surgical..., EKG, Assisting Patients with..., Therapeutic..., Venipuncture, Research, Data Entry, Event Planning, Teaching, Leadership
Education
Heald College-San Francisco 2013 — 2015
still in school, Medical Assistant
Rochester College 1978 — 1980
none, Musical Theater
trevor moreno's Neuberger Berman Experience May 2014 - Present
Job Equity Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2014 - Present
Wells Capital Management June 2004 - May 2014
Strong Capital Management April 2001 - June 2004
Parker Hannifin 1996 - 1999
Education
Indiana University Bloomington 1999 — 2001
Master of Business Administration (MBA), investment management
Indiana University Bloomington 1991 — 1996
Bachelor's Degree, Finance & Accounting double major, Spanish & Economics double minor
Neuberger Berman May 2014 - Present
Wells Capital Management June 2004 - May 2014
Strong Capital Management April 2001 - June 2004
Parker Hannifin 1996 - 1999
Education
Indiana University Bloomington 1999 — 2001
Master of Business Administration (MBA), investment management
Indiana University Bloomington 1991 — 1996
Bachelor's Degree, Finance & Accounting double major, Spanish & Economics double minor
Erik Knutzen's Neuberger Berman Experience May 2014 - Present
Job Chief Investment Officer MultiAsset Class Portfolios at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2014 - Present
NEPC LLL April 2008 - April 2014
RiverSource Investments 2007 - 2008
Standish Mellon Asset Management 2005 - 2006
Garrett Capital Management 2004 - 2005
Putnam Investments 1995 - 2004
Jeffrey Slocum & Associates 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Equities, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Private Equity, Fund Of Funds, Equity Research, Emerging Markets, Capital Markets, Securities, Derivatives
Education
Harvard Business School 1988 — 1990
MBA
Williams College
Bachelor's degree, History and Political Economy
Neuberger Berman May 2014 - Present
NEPC LLL April 2008 - April 2014
RiverSource Investments 2007 - 2008
Standish Mellon Asset Management 2005 - 2006
Garrett Capital Management 2004 - 2005
Putnam Investments 1995 - 2004
Jeffrey Slocum & Associates 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Equities, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Private Equity, Fund Of Funds, Equity Research, Emerging Markets, Capital Markets, Securities, Derivatives
Education
Harvard Business School 1988 — 1990
MBA
Williams College
Bachelor's degree, History and Political Economy
John Lindley's Neuberger Berman Experience 2001 - 2005
Job Associate Director, Compliance Specialist at UBS
Industry Financial Services
Experience
UBS March 2011 - Present
Leerink Swann 2011 - 2011
Morgan Stanley 2005 - 2009
Neuberger Berman 2001 - 2005
CSFBdirect/DLJdirect 2000 - 2001
Pershing 1985 - 2000
Skills
Trading, Compliance, Accounting, Securities, Process Improvement, Surveillance, Securities Regulation, Project management, SEC compliance, SEC reporting, Project Management, Risk Management, SEC, SEC Filings
Education
State University of New York College at Plattsburgh 1981 — 1985
BS, Business
Kaplan University
(2010), Accounting, 3.94
UBS March 2011 - Present
Leerink Swann 2011 - 2011
Morgan Stanley 2005 - 2009
Neuberger Berman 2001 - 2005
CSFBdirect/DLJdirect 2000 - 2001
Pershing 1985 - 2000
Skills
Trading, Compliance, Accounting, Securities, Process Improvement, Surveillance, Securities Regulation, Project management, SEC compliance, SEC reporting, Project Management, Risk Management, SEC, SEC Filings
Education
State University of New York College at Plattsburgh 1981 — 1985
BS, Business
Kaplan University
(2010), Accounting, 3.94
Shuaibu Sha Ali's Neuberger Berman Experience June 2011 - September 2011
Job Healthy Harlem Coordinator Peacemakers Sojourner Truth M.S. and P.S. 149
Industry Health, Wellness and Fitness
Experience
New York University Langone Medical Center September 2015 - Present
Harlem Children's Zone August 2014 - Present
Harlem Children's Zone March 2014 - August 2014
Harlem Children's Zone September 2013 - August 2014
Biogen Idec January 2013 - August 2013
Ithaca College August 2012 - February 2013
Ithaca College September 2009 - September 2012
Neuberger Berman June 2011 - September 2011
Harlem Children's Zone September 2007 - June 2009
Skills
Microsoft Excel, Sports, Social Media, Microsoft Word, Public Speaking, Research, Microsoft Office, PowerPoint, Human Resources, Facebook, Fundraising, Community Outreach, Event Management, Nonprofits, Teaching, Event Planning, Editing, Program Development, Leadership
Education
Ithaca College 2008 — 2012
Bachelor of Science (B.S.), Health Sciences, Pre Medical Emphasis
New York University Langone Medical Center September 2015 - Present
Harlem Children's Zone August 2014 - Present
Harlem Children's Zone March 2014 - August 2014
Harlem Children's Zone September 2013 - August 2014
Biogen Idec January 2013 - August 2013
Ithaca College August 2012 - February 2013
Ithaca College September 2009 - September 2012
Neuberger Berman June 2011 - September 2011
Harlem Children's Zone September 2007 - June 2009
Skills
Microsoft Excel, Sports, Social Media, Microsoft Word, Public Speaking, Research, Microsoft Office, PowerPoint, Human Resources, Facebook, Fundraising, Community Outreach, Event Management, Nonprofits, Teaching, Event Planning, Editing, Program Development, Leadership
Education
Ithaca College 2008 — 2012
Bachelor of Science (B.S.), Health Sciences, Pre Medical Emphasis
Alex Powers's Neuberger Berman Experience June 2013 - September 2013
Job Program Associate at Social Science Research Council
Industry Public Policy
Experience
Social Science Research Council July 2015 - Present
Social Science Research Council November 2013 - June 2015
Neuberger Berman June 2013 - September 2013
Neuberger Berman June 2012 - August 2012
Exploration School, Inc. June 2011 - August 2011
Cold Spring Harbor Laboratory June 2010 - August 2010
Time Magazine February 2009 - May 2009
Education
Hamilton College 2009 — 2013
Leiden University 2012 — 2012
Regis High School 2005 — 2009
Social Science Research Council July 2015 - Present
Social Science Research Council November 2013 - June 2015
Neuberger Berman June 2013 - September 2013
Neuberger Berman June 2012 - August 2012
Exploration School, Inc. June 2011 - August 2011
Cold Spring Harbor Laboratory June 2010 - August 2010
Time Magazine February 2009 - May 2009
Education
Hamilton College 2009 — 2013
Leiden University 2012 — 2012
Regis High School 2005 — 2009
Jennifer McBride's Neuberger Berman Experience 2009 - March 2010
Job Vice President at Evercore
Industry Investment Banking
Experience
Evercore March 2010 - Present
Neuberger Berman 2009 - March 2010
Morgan Stanley 2007 - 2009
Education
Georgetown University 2003 — 2007
BA, Political Economy
Evercore March 2010 - Present
Neuberger Berman 2009 - March 2010
Morgan Stanley 2007 - 2009
Education
Georgetown University 2003 — 2007
BA, Political Economy
Mubeen Ahmed's Neuberger Berman Experience July 2012 - August 2012
Job Senior SAP ABAP Developer at Baker Hughes
Industry Computer Software
Experience
Baker Hughes June 2014 - Present
NRG Energy February 2014 - June 2014
3Core Systems Inc November 2000 - June 2014
Schlumberger November 2012 - January 2014
Quanex Building Products Corporation August 2012 - October 2012
Neuberger Berman July 2012 - August 2012
T-Mobile April 2012 - June 2012
ADP November 2011 - March 2012
ExxonMobil August 2010 - October 2011
BP February 2010 - July 2010
Skills
Benefits, Payroll, SAP HR, ABAP, SAPScript, Smartforms, SAP, SAP R/3, Project Implementation, Adobe Forms, Data Migration, Human Capital Management, Data Conversion, ALV, BAPI, BDC, SAP ALE, ADP Payroll, ABAP Web Dynpro, Adobe LiveCycle Designer, ESS, WebDynpro, Personnel Management, SAP Netweaver, SAP Implementation, SAP ERP, IDOC, RFC, SAP Workflow, ECC, Employee Benefits, IDoc
Education
Kakatiya University
Masters, Computer Applications
Baker Hughes June 2014 - Present
NRG Energy February 2014 - June 2014
3Core Systems Inc November 2000 - June 2014
Schlumberger November 2012 - January 2014
Quanex Building Products Corporation August 2012 - October 2012
Neuberger Berman July 2012 - August 2012
T-Mobile April 2012 - June 2012
ADP November 2011 - March 2012
ExxonMobil August 2010 - October 2011
BP February 2010 - July 2010
Skills
Benefits, Payroll, SAP HR, ABAP, SAPScript, Smartforms, SAP, SAP R/3, Project Implementation, Adobe Forms, Data Migration, Human Capital Management, Data Conversion, ALV, BAPI, BDC, SAP ALE, ADP Payroll, ABAP Web Dynpro, Adobe LiveCycle Designer, ESS, WebDynpro, Personnel Management, SAP Netweaver, SAP Implementation, SAP ERP, IDOC, RFC, SAP Workflow, ECC, Employee Benefits, IDoc
Education
Kakatiya University
Masters, Computer Applications
lang jeffrey's Neuberger Berman Experience July 1999 - July 2001
Job VP Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi August 2005 - Present
Quick & Reilly October 2001 - August 2005
Neuberger Berman July 1999 - July 2001
Dreyfus 1993 - 1999
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Fixed Annuities, Fixed Income, Investment Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Financial Advisory, Securities, Investments, Retirement, IRAs, Portfolio Management, 401k, Life Insurance, Asset Management, Credit, Bonds, ETFs, Estate Planning, Finance, Insurance, Investment Management, Long-term Care, Options, Pensions, Separately Managed..., Series 24, Strategic Financial..., Variable Annuities, Wealth, Wealth Management..., Series 6, Hedge Funds, Uniform Combined State..., Banking, FINRA, Financial Markets, Trading, Financial Modeling, High Net Worth..., Derivatives, Financial Services, Series 65, Financial Planners
Education
Hofstra University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Hofstra University 1990 — 1993
Master's degree, Banking and Financial Support Services
Citi August 2005 - Present
Quick & Reilly October 2001 - August 2005
Neuberger Berman July 1999 - July 2001
Dreyfus 1993 - 1999
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Fixed Annuities, Fixed Income, Investment Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Financial Advisory, Securities, Investments, Retirement, IRAs, Portfolio Management, 401k, Life Insurance, Asset Management, Credit, Bonds, ETFs, Estate Planning, Finance, Insurance, Investment Management, Long-term Care, Options, Pensions, Separately Managed..., Series 24, Strategic Financial..., Variable Annuities, Wealth, Wealth Management..., Series 6, Hedge Funds, Uniform Combined State..., Banking, FINRA, Financial Markets, Trading, Financial Modeling, High Net Worth..., Derivatives, Financial Services, Series 65, Financial Planners
Education
Hofstra University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Hofstra University 1990 — 1993
Master's degree, Banking and Financial Support Services
Charles Kantor's Neuberger Berman Experience
Job Managing Director and Senior Portfolio Manager
Industry Financial Services
Experience
Neuberger Berman
Skills
Hedge Funds, Equities, Fixed Income, Investments, Asset Management, Capital Markets, Portfolio Management, Series 7, Derivatives, Trading, Wealth Management, Securities, Mutual Funds, Valuation, Bloomberg, Asset Allocation, Investment Strategies
Education
Harvard Business School 1999 — 2000
Master of Business Administration (MBA)
University of Cape Town
Bachelor of Commerce (BCom), Economics
Neuberger Berman
Skills
Hedge Funds, Equities, Fixed Income, Investments, Asset Management, Capital Markets, Portfolio Management, Series 7, Derivatives, Trading, Wealth Management, Securities, Mutual Funds, Valuation, Bloomberg, Asset Allocation, Investment Strategies
Education
Harvard Business School 1999 — 2000
Master of Business Administration (MBA)
University of Cape Town
Bachelor of Commerce (BCom), Economics
Andrew A. Johnson's Neuberger Berman Experience May 2009 - Present
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers Asset Management January 2002 - April 2009
Lincoln Capital Mangement June 1989 - December 2001
Skills
Hedge Funds, Fixed Income, Derivatives, Options, Bonds, Trading, Investment Strategies, Asset Managment, Asset Allocation, Financial Markets, Investment Advisory, Portfolio Management, Mutual Funds, Investments, Fixed Income Analysis
Education
The University of Chicago 1987 — 1989
MBA, Finance
Illinois Institute of Technology 1980 — 1985
BSEE,MSEE, Electrical Engineering
Neuberger Berman May 2009 - Present
Lehman Brothers Asset Management January 2002 - April 2009
Lincoln Capital Mangement June 1989 - December 2001
Skills
Hedge Funds, Fixed Income, Derivatives, Options, Bonds, Trading, Investment Strategies, Asset Managment, Asset Allocation, Financial Markets, Investment Advisory, Portfolio Management, Mutual Funds, Investments, Fixed Income Analysis
Education
The University of Chicago 1987 — 1989
MBA, Finance
Illinois Institute of Technology 1980 — 1985
BSEE,MSEE, Electrical Engineering
Peter F. Davey's Neuberger Berman Experience May 2011 - April 2013
Job Financial Professional
Industry Financial Services
Experience
Neuberger Berman May 2011 - April 2013
Morgan Stanley Smith Barney June 2006 - May 2011
Skills
Retirement, Series 7, Series 63, CRPS, 401k, Mutual Funds, Asset Allocation, Uniform Combined State..., Retirement Planning, Financial Services, Securities, Asset Management, Alternative Investments
Education
Hofstra University 2000 — 2004
BS, Political Science
Neuberger Berman May 2011 - April 2013
Morgan Stanley Smith Barney June 2006 - May 2011
Skills
Retirement, Series 7, Series 63, CRPS, 401k, Mutual Funds, Asset Allocation, Uniform Combined State..., Retirement Planning, Financial Services, Securities, Asset Management, Alternative Investments
Education
Hofstra University 2000 — 2004
BS, Political Science
Robert Gephardt, CFA's Neuberger Berman Experience June 2007 - Present
Job High Yield Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman June 2007 - Present
LightPoint Capital Management 2006 - 2006
JF Capital Partners, Ltd. June 2005 - July 2005
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Masters in Business Administration, Managerial Economics, Management & Strategy
Indiana University - Kelley School of Business 2003 — 2007
Finance with a minor in Political Science
Clayton High School
Washington University in St. Louis
Neuberger Berman June 2007 - Present
LightPoint Capital Management 2006 - 2006
JF Capital Partners, Ltd. June 2005 - July 2005
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Masters in Business Administration, Managerial Economics, Management & Strategy
Indiana University - Kelley School of Business 2003 — 2007
Finance with a minor in Political Science
Clayton High School
Washington University in St. Louis
Barbara Bresnahan's Neuberger Berman Experience July 1993 - January 2004
Job Marketing Professional
Industry Investment Management
Experience
Neuberger Berman July 1993 - January 2004
Skills
Strategic Planning, Social Media Marketing
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Marketing & Finance
Gettysburg College 1989 — 1993
BA, Math
Neuberger Berman July 1993 - January 2004
Skills
Strategic Planning, Social Media Marketing
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Marketing & Finance
Gettysburg College 1989 — 1993
BA, Math
Andrea Devas's Neuberger Berman Experience June 2009 - July 2009
Job J.D Candidate at Fordham University School of Law
Industry Legal Services
Experience
Sidley Austin LLP May 2015 - July 2015
Federal Trade Commission June 2014 - August 2014
Sanocki, Newman & Turret, LLP June 2011 - July 2013
Consumer Reports May 2010 - August 2010
Neuberger Berman June 2009 - July 2009
Education
Fordham University School of Law 2013 — 2016
Juris Doctor (J.D.)
State University of New York College at Geneseo 2007 — 2011
BA, International Relations, Economics
Sidley Austin LLP May 2015 - July 2015
Federal Trade Commission June 2014 - August 2014
Sanocki, Newman & Turret, LLP June 2011 - July 2013
Consumer Reports May 2010 - August 2010
Neuberger Berman June 2009 - July 2009
Education
Fordham University School of Law 2013 — 2016
Juris Doctor (J.D.)
State University of New York College at Geneseo 2007 — 2011
BA, International Relations, Economics
Dale R. Vollenweider Jr.'s Neuberger Berman Experience June 2014 - August 2014
Job PwC Transaction Services Associate
Industry Financial Services
Experience
Neuberger Berman June 2014 - August 2014
PwC September 2012 - December 2013
ValueKnowledge LLC June 2011 - August 2011
Trane June 2010 - May 2011
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Internal Controls, Financial Modeling, Corporate Finance, Valuation
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Neuberger Berman June 2014 - August 2014
PwC September 2012 - December 2013
ValueKnowledge LLC June 2011 - August 2011
Trane June 2010 - May 2011
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Internal Controls, Financial Modeling, Corporate Finance, Valuation
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Peter Trapp's Neuberger Berman Experience January 1985 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Neuberger Berman January 1985 - Present
Ford Motor Credit August 1995 - July 2007
Sentry Life Insurance Co. April 1982 - November 1992
Skills
Investments, Financial Planning, Insurance, Risk Management, Customer Relations, Mutual Funds, Financial Analysis, Customer Service, Financial Risk, Strategic Financial..., Employee Benefits, Financial Modeling, Financial Services, Finance, Portfolio Management, Credit Risk, Asset Management, Equities, Alternative Investments, Credit, Credit Analysis, Capital Markets, Trading, Banking, Relationship Management, Private Equity, Loans, Mergers & Acquisitions, Due Diligence, Executive Management, Underwriting, Fixed Income, Emerging Markets, Strategy, Bloomberg, Derivatives, Wealth Management, Valuation, Forecasting, Asset Allocation, Securities, Equity Trading, Investment Advisory, Bonds, Investment Strategies
Education
Harvard University 1982 — 1982
PMD, Management
Society of Actuaries
FSA, Actuarial Science
University of Wisconsin-Madison - School of Business 1963 — 1967
BBA, Actuarial Science
Neuberger Berman January 1985 - Present
Ford Motor Credit August 1995 - July 2007
Sentry Life Insurance Co. April 1982 - November 1992
Skills
Investments, Financial Planning, Insurance, Risk Management, Customer Relations, Mutual Funds, Financial Analysis, Customer Service, Financial Risk, Strategic Financial..., Employee Benefits, Financial Modeling, Financial Services, Finance, Portfolio Management, Credit Risk, Asset Management, Equities, Alternative Investments, Credit, Credit Analysis, Capital Markets, Trading, Banking, Relationship Management, Private Equity, Loans, Mergers & Acquisitions, Due Diligence, Executive Management, Underwriting, Fixed Income, Emerging Markets, Strategy, Bloomberg, Derivatives, Wealth Management, Valuation, Forecasting, Asset Allocation, Securities, Equity Trading, Investment Advisory, Bonds, Investment Strategies
Education
Harvard University 1982 — 1982
PMD, Management
Society of Actuaries
FSA, Actuarial Science
University of Wisconsin-Madison - School of Business 1963 — 1967
BBA, Actuarial Science
Adam S. Rosenberg's Neuberger Berman Experience February 2005 - Present
Job Senior Vice President and Fiduciary Tax Manager at Neuberger Berman
Industry Capital Markets
Experience
Neuberger Berman February 2005 - Present
JPMorgan Chase September 1994 - February 2005
Skills
Fiduciary, Investment Management, Trusts, Estate Planning, High Net Worth..., Wealth Management..., Trust Services, Asset Allocation, Securities, Wealth Management
Education
Widener University 1999 — 2002
MS, Taxation
Hofstra University
BBA, ACCOUNTING
Neuberger Berman February 2005 - Present
JPMorgan Chase September 1994 - February 2005
Skills
Fiduciary, Investment Management, Trusts, Estate Planning, High Net Worth..., Wealth Management..., Trust Services, Asset Allocation, Securities, Wealth Management
Education
Widener University 1999 — 2002
MS, Taxation
Hofstra University
BBA, ACCOUNTING
Angelina Li's Neuberger Berman Experience August 2012 - Present
Job Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman August 2012 - Present
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Honours Business Administration
National University of Singapore
Neuberger Berman August 2012 - Present
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Honours Business Administration
National University of Singapore
K.C. Klegar's Neuberger Berman Experience 1996 - 2004
Job
Industry
Experience
EverGreen Education & Consulting 2012 - Present
Traxis Partners 2009 - 2011
Nomura Securities 2006 - 2009
Loxias Fund Management, LLC 2004 - 2006
Neuberger Berman 1996 - 2004
Morgan Stanley 1991 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance, General, Palmer Scholar (Top 5% of Class)
Harvard University 1987 — 1991
Bachelor of Arts (BA), Political Science and Government, John Harvard & Harvard College Scholarships
The London School of Economics and Political Science (LSE) 1989 — 1989
International Economics
EverGreen Education & Consulting 2012 - Present
Traxis Partners 2009 - 2011
Nomura Securities 2006 - 2009
Loxias Fund Management, LLC 2004 - 2006
Neuberger Berman 1996 - 2004
Morgan Stanley 1991 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance, General, Palmer Scholar (Top 5% of Class)
Harvard University 1987 — 1991
Bachelor of Arts (BA), Political Science and Government, John Harvard & Harvard College Scholarships
The London School of Economics and Political Science (LSE) 1989 — 1989
International Economics
richard werman's Neuberger Berman Experience September 2002 - Present
Job portfolio management at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2002 - Present
Skills
Investments, Fixed Income, Portfolio Management, Mutual Funds, Asset Managment, Hedge Funds, Bloomberg, Wealth Management, Financial Modeling, Alternative Investments
Education
Fordham University
Master of Business Administration (MBA), Finance, General
Neuberger Berman September 2002 - Present
Skills
Investments, Fixed Income, Portfolio Management, Mutual Funds, Asset Managment, Hedge Funds, Bloomberg, Wealth Management, Financial Modeling, Alternative Investments
Education
Fordham University
Master of Business Administration (MBA), Finance, General
Yonah Feder's Neuberger Berman Experience May 2009 - Present
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers August 2006 - April 2009
Education
Fordham University School of Law
Neuberger Berman May 2009 - Present
Lehman Brothers August 2006 - April 2009
Education
Fordham University School of Law
John Figueroa's Neuberger Berman Experience May 2013 - Present
Job Fixed Income Portfolio Accounting Anayst (Contractor) at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman LLC May 2013 - Present
Neuberger Berman May 2013 - Present
Merrill Lynch April 1995 - June 2012
Pershing February 1991 - April 1995
First Options October 1988 - February 1991
Pershing March 1986 - October 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, AS400 system, TRACQS, Encore, PowerPoint, 10 Key, OATS, Options, Outlook, Account Reconciliation, Securities, Equities, Portia, Wall Street Office
Education
Indiana University-Northwest 1989 — 1990
Business/Commerce, General
Bishop Noll Institute 1983 — 1985
St. Lawrence Seminary 1981 — 1983
Neuberger Berman LLC May 2013 - Present
Neuberger Berman May 2013 - Present
Merrill Lynch April 1995 - June 2012
Pershing February 1991 - April 1995
First Options October 1988 - February 1991
Pershing March 1986 - October 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, AS400 system, TRACQS, Encore, PowerPoint, 10 Key, OATS, Options, Outlook, Account Reconciliation, Securities, Equities, Portia, Wall Street Office
Education
Indiana University-Northwest 1989 — 1990
Business/Commerce, General
Bishop Noll Institute 1983 — 1985
St. Lawrence Seminary 1981 — 1983
Harry Mortner's Neuberger Berman Experience 1999 - 2008
Job President at Mortner Familly llc
Industry
Experience
Mortner Familly llc January 2013 - Present
Iridian Asset Management 2009 - 2012
Roaring Brook Capital Management 2008 - 2009
Neuberger Berman 1999 - 2008
Centurion Investment Group 1996 - 1999
CJ Lawrence 1985 - 1996
Education
Fordham University 1983 — 1985
Master of Business Administration (MBA), Finance
Indiana University Bloomington 1975 — 1979
AB, History & Journalism
Mortner Familly llc January 2013 - Present
Iridian Asset Management 2009 - 2012
Roaring Brook Capital Management 2008 - 2009
Neuberger Berman 1999 - 2008
Centurion Investment Group 1996 - 1999
CJ Lawrence 1985 - 1996
Education
Fordham University 1983 — 1985
Master of Business Administration (MBA), Finance
Indiana University Bloomington 1975 — 1979
AB, History & Journalism
krishna pidatala's Neuberger Berman Experience January 2012 - Present
Job Senior Software Developer & Certified Scrum Master at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2012 - Present
Gabriels Technology Solutions August 2008 - January 2012
Vedicsoft Solutions Inc. January 2007 - August 2008
Polytechnic Institute of New York University August 2006 - January 2007
Skills
Scrum, Quantitative Investing, Front Office, Web Development, VB.NET, ASP.NET MVC, ASP.NET, ASP.NET AJAX, WPF, WCF, C# 4.0, C# 3.0, C# 2.0, Telerik Controls, Microsoft Excel, Microsoft SQL Server, jQuery, JavaScript, Finance, PHP, MySQL, Gnuplot
Education
Polytechnic University 2006 — 2008
Master's degree, Computer Science, A
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor's degree, Computer Science, A
Neuberger Berman January 2012 - Present
Gabriels Technology Solutions August 2008 - January 2012
Vedicsoft Solutions Inc. January 2007 - August 2008
Polytechnic Institute of New York University August 2006 - January 2007
Skills
Scrum, Quantitative Investing, Front Office, Web Development, VB.NET, ASP.NET MVC, ASP.NET, ASP.NET AJAX, WPF, WCF, C# 4.0, C# 3.0, C# 2.0, Telerik Controls, Microsoft Excel, Microsoft SQL Server, jQuery, JavaScript, Finance, PHP, MySQL, Gnuplot
Education
Polytechnic University 2006 — 2008
Master's degree, Computer Science, A
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor's degree, Computer Science, A
Ben Balick's Neuberger Berman Experience June 2014 - August 2014
Job Student at Hamilton College
Industry
Experience
Neuberger Berman June 2014 - August 2014
Ramapo Country Day Camp June 2013 - August 2013
Loeb Enterprises June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
Hamilton College 2012 — 2016
Ethical Culture Fieldston School 2008 — 2012
Neuberger Berman June 2014 - August 2014
Ramapo Country Day Camp June 2013 - August 2013
Loeb Enterprises June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
Hamilton College 2012 — 2016
Ethical Culture Fieldston School 2008 — 2012
Clayton Glover's Neuberger Berman Experience June 2008 - August 2013
Job MBA Candidate at University of Chicago Booth School of Business
Industry Higher Education
Experience
IBM June 2014 - Present
University of Chicago Booth School of Business September 2013 - Present
Neuberger Berman June 2008 - August 2013
Skills
Leveraged Finance, Investment Management, Economics, Finance, High Yield Bonds
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Strategic Management, Operations Management
Indiana University Bloomington 2004 — 2008
Bachelor's degree, Finance, Economics with Highest Distinction
IBM June 2014 - Present
University of Chicago Booth School of Business September 2013 - Present
Neuberger Berman June 2008 - August 2013
Skills
Leveraged Finance, Investment Management, Economics, Finance, High Yield Bonds
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Strategic Management, Operations Management
Indiana University Bloomington 2004 — 2008
Bachelor's degree, Finance, Economics with Highest Distinction
Patrick Conlan's Neuberger Berman Experience June 2014 - August 2014
Job Student at Hobart and William Smith Colleges
Industry
Experience
Neuberger Berman June 2014 - August 2014
Esmark Asset Management June 2013 - August 2013
Pittsburgh Power Football June 2012 - August 2012
Education
Hobart and William Smith Colleges 2011 — 2015
Economics
Neuberger Berman June 2014 - August 2014
Esmark Asset Management June 2013 - August 2013
Pittsburgh Power Football June 2012 - August 2012
Education
Hobart and William Smith Colleges 2011 — 2015
Economics
Hitendra Jadav's Neuberger Berman Experience September 2007 - Present
Job Team Lead | Senior Software Engineer | Seeking fulltime
Industry Financial Services
Experience
Neuberger Berman September 2007 - Present
Lehman Brothers September 2005 - August 2007
System Soft Technologies, LLC January 2005 - August 2007
UBS Investment Bank January 2005 - August 2005
E-Tech Software Ltd, India January 2000 - December 2004
Skills
ASP.NET, C#, SDLC, jQuery, Crystal Reports, Microsoft SQL Server, Web Services, Requirements Analysis, ASP.NET AJAX, Agile Methodologies, SQL, SSIS, XML, WCF, Equities, Mutual Funds, Fixed Income, AJAX, Sybase, XSLT, .NET, RESTful WebServices, Performance Testing, Software Development, WCF Services, Business Analysis, WinForms, VB.NET, Stored Procedures, Web Development, T-SQL, SSRS, Web Applications, IIS, DevExpress, HTML, JScript, SOAP, Visual Studio, Visual Basic, ADO.NET, Databases, Trading Systems, Portfolio Management, Data Warehousing, VBA, VSS, ASP, TFS, LINQ
Education
Gujarat University 1997 — 2000
Master of Computer Applications (MCA), Computer Science
Gujarat University
Bachelor of Commerce (B.Com.), Accounting and Finance
Neuberger Berman September 2007 - Present
Lehman Brothers September 2005 - August 2007
System Soft Technologies, LLC January 2005 - August 2007
UBS Investment Bank January 2005 - August 2005
E-Tech Software Ltd, India January 2000 - December 2004
Skills
ASP.NET, C#, SDLC, jQuery, Crystal Reports, Microsoft SQL Server, Web Services, Requirements Analysis, ASP.NET AJAX, Agile Methodologies, SQL, SSIS, XML, WCF, Equities, Mutual Funds, Fixed Income, AJAX, Sybase, XSLT, .NET, RESTful WebServices, Performance Testing, Software Development, WCF Services, Business Analysis, WinForms, VB.NET, Stored Procedures, Web Development, T-SQL, SSRS, Web Applications, IIS, DevExpress, HTML, JScript, SOAP, Visual Studio, Visual Basic, ADO.NET, Databases, Trading Systems, Portfolio Management, Data Warehousing, VBA, VSS, ASP, TFS, LINQ
Education
Gujarat University 1997 — 2000
Master of Computer Applications (MCA), Computer Science
Gujarat University
Bachelor of Commerce (B.Com.), Accounting and Finance