Neuberger Berman
Neuberger Berman is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals. Assets under management: 304 billion USD (June 2018) Headquarters: New York City, New York, United States Founded: 1939 Founders: Roy Neuberger, Robert Berman Parent organization: Neuberger Berman Group LLC Subsidiaries: Neuberger Berman Pty Ltd,
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Neuberger Berman Employees
Morgan Stanley July 2014 - Present
Neuberger Berman June 2013 - August 2013
Elizabeth Arden 2012 - 2012
Innovation Advisors July 2011 - August 2011
Skills
Wealth Management, Bloomberg, Investment Advisory, Financial Planning
Education
Lehigh University - College of Business and Economics 2010 — 2014
Finance
Bank of America Merrill Lynch June 2011 - Present
Publishers Clearing House 2014 - 2015
Publishers Clearing House 2014 - 2015
Accenture Technology Solutions September 2010 - June 2011
Accenture 2010 - 2010
Neuberger Berman 1991 - 2008
Lehman Brothers 1991 - 2008
Skills
SDLC, Fixed Income, Equities, Trading Systems, Business Analysis, Software Project..., Market Data, Integration, Vendor Management, Requirements Analysis, Capital Markets, Business Intelligence
Education
City University of New York-Queens College 1989 — 1991
Laguardia Community College
Associate of Science (A.S.), Computer Science
SK Energy Shots October 2013 - Present
Quilvest Private Equity January 2010 - October 2013
Neuberger Berman September 2008 - October 2009
Lehman Brothers July 2008 - September 2008
Moore Capital Management June 2007 - August 2007
Education
Middlebury College 2004 — 2008
Neuberger Berman October 2013 - Present
Wall Street Trading, LLC. September 2012 - October 2013
Barnes & Noble August 2012 - December 2012
Monroe College August 2012 - August 2012
Citigroup/OCE Business Services October 2011 - August 2012
Skills
Community Outreach, Non-profits, Microsoft Office, Customer Service, Strategic Planning, Social Media, Sales, Event Management, Outlook, Strategy, Nonprofits, PowerPoint, Marketing, Teamwork, Finance, Leadership, Investments, Competitive Analysis, Financial Analysis, Risk Management, Data Analysis, Analysis, Management, Recruiting, Research
Education
Monroe College 2011 — 2013
BS, Business, 3.52
Jennison Associates December 2012 - Present
Jennison Associates December 2009 - December 2012
Jennison Associates October 2006 - December 2009
Basswood Partners April 2004 - September 2006
Boszhardt Capital Management August 2003 - April 2004
Neuberger Berman June 2001 - August 2003
Skills
Hedge Funds, Asset Management, Marketing, Equities, CRM, Alternative Investments, Bloomberg, Financial Services, Investments, Portfolio Management, Financial Modeling, Fixed Income, Securities, Series 7
Education
Marymount Manhattan College 1997 — 2001
BS
Christiansen Law Firm PC April 2013 - Present
Neuberger Berman August 2005 - March 2013
Winstead PC August 1997 - August 2005
Skills
Capital Markets, Venture Capital, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Governance, Start-ups, Licensing, Investments, Securities, Hedge Funds, Corporate Law, Joint Ventures, Alternative Investments, Financial Structuring
Education
Pepperdine School of Law 1994 — 1997
Doctor of Law (JD)
Montana State University-Bozeman 1988 — 1993
Bachelor of Science (BS), Mechanical Engineering
Willkie Farr & Gallagher LLP October 2013 - Present
Willkie Farr & Gallagher LLP May 2012 - August 2012
Porzio Bromberg & Newman P.C. June 2011 - July 2011
Ocean-Monmouth Legal Services January 2011 - January 2011
Akin Gump Strauss Hauer & Feld LLP June 2009 - July 2010
Neuberger Berman June 2008 - August 2008
Neuberger Berman June 2007 - August 2007
Education
University of Virginia School of Law 2010 — 2013
J.D., Law
Lehigh University 2005 — 2009
B.A., International Relations, Business, Journalism
Atalaya Capital Management April 2014 - Present
Neuberger Berman June 2012 - March 2014
Koontz & Davidson CPA's LLC June 2009 - January 2012
Education
University of Louisiana at Lafayette 2010 — 2011
MBA, Business Admin
Louisiana State University 2005 — 2009
BS, Accounting
The Estée Lauder Companies Inc. July 2015 - Present
North Shore-LIJ Health System July 2013 - July 2015
Kiss Products July 2012 - July 2013
Neuberger Berman 2011 - 2011
Linzer products June 2010 - August 2010
Skills
Data Analysis, Business Analysis, Analysis, SAP R/3, SAP, SAP BW, Market Research, Project Management, Microsoft Office, Microsoft Excel, Process Improvement, Vendor Management, Budgets, Strategic Planning, Financial Analysis, Forecasting, PowerPoint, Strategy, Microsoft Word, Access, Financial Modeling, Finance, Management
Education
LIU Post 2015 — 2016
Master of Business Administration (MBA)
Suffolk University - Sawyer School of Management 2008 — 2012
BSBA, Finance, General
Neuberger Berman June 2015 - July 2015
Graham Capital Management, L.P. June 2012 - August 2013
Skills
Economics, Marketing, Quantitative Analytics, Problem Solving, Data Analysis, Statistics, Hedge Funds, Leadership, Community Outreach, Public Speaking, Communication, Organization, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Research, Event Planning
Education
The College of William and Mary 2012 — 2016
Bachelor of Arts (B.A.), Economics Major/Italian Minor
Loyola University Chicago 2015 — 2015
John Felice Rome Center Spring 2015
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer School 2014
The Hotchkiss School 2009 — 2012
High School Diploma
The Spence School 2003 — 2009
Neuberger Berman May 2014 - Present
AXA Equitable Funds Management Group, LLC August 2011 - April 2014
Kramer Levin Naftalis & Frankel LLP 2008 - August 2011
Skills
Mutual Funds, Securities Regulation, Corporate Governance, Investment Advisers Act, Investments, Corporate Law, Board Governance, Investment Company Act..., Contract Negotiation, Compliance, Disclosure, Legal Research, Legal Writing, Non-profit Volunteer, Securities, Financial Services, Commercial Litigation, Licensing, Litigation
Education
Hofstra University School of Law 2005 — 2008
J.D. Magna Cum Laude, Law
University of Michigan 2001 — 2005
B.A. with distinction, Organizational Studies/Business
Zipline Logistics June 2007 - Present
First Eagle Investment Management 2010 - 2012
Neuberger Berman 1999 - 2010
Skills
Strategic Planning, Marketing Strategy, Sales Management, Management, New Business Development, Leadership, Contract Negotiation, Team Building, Sales, Marketing, Start-ups, Business Development, Strategy, Account Management, Investments, Sales Operations, Customer Service, Operations Management, Logistics, Negotiation
Education
Miami University 1994 — 1998
Bachelor of Science (BS), Political Science and Government
St. Xavier High School 1990 — 1994
Neuberger Berman November 1973 - Present
Lehman Brothers (Barclays Capital) 1973 - Present
Lehman Brothers 2003 - November 2007
Bear Stearns June 1972 - November 1973
Skills
Account Reconciliation, Finance, Management, General Ledger, Fixed Income, Hedge Funds, Accounting, Capital Markets, Financial Reporting, Financial Modeling, Investment Banking, Investments, Securities, Asset Management, Financial Analysis
Education
Kingsborough Community College 1971 — 1973
AAS, Accounting
Neuberger Berman September 2011 - Present
Clayton Bank and Trust April 2008 - May 2011
First Horizon Corporation August 2004 - September 2007
Skills
C++, Mathematical Analysis, Excel, Stata, Finance, Management, Financial Analysis, Financial Modeling, Portfolio Management, Analysis, Strategy, Banking, Investments, Data Analysis, Forecasting, Microsoft Excel, Credit, Risk Management
Education
University of Tennessee-Knoxville 2002 — 2007
Bachelor of Arts Degree, Economics/Mathematics concentration, 3.79
Maryville College 2001 — 2002
3.9
Maryville High School 1999 — 2002
3.9
Khabarovsk Mathematical School #2 1991 — 1999
Mathematics
GNC September 2013 - Present
Neuberger Berman February 2015 - May 2015
Duane Reade August 2012 - November 2012
comprehensive centers June 2012 - August 2012
Macy's February 2008 - October 2008
Skills
Microsoft Excel, Financial Analysis, Sales, QuickBooks, Accounting, General Ledger, Accounts Payable, Account Reconciliation, Financial Reporting, Auditing, Financial Accounting, Access, Payroll, Microsoft Word, Tax, PowerPoint, Microsoft Office, Outlook, Risk Management, Data Analysis, Research, Internal Controls, Customer Service, Time Management, Leadership, Finance, Teamwork
Education
City University of New York-Queens College 2010 — 2015
BA, Accounting Information System
Kingsborough Community College 2008 — 2010
Associate in Arts, Liberal Arts
Google August 2014 - Present
Neuberger Berman March 2012 - July 2014
MOVE Scholars Foundation January 2010 - November 2013
Neuberger Berman October 2011 - June 2012
Neuberger Berman September 2008 - March 2012
Lehman Brothers July 2007 - September 2008
Skills
Product Development, Business Analysis, SQL, CRM, Microsoft Excel, C#, .NET, Cognos, JavaScript, Salesforce.com, XML, Analysis, Business Objects, Business Process, Databases, Leadership, Management, Consulting, SDLC, Research, Microsoft Office, Integration
Education
Lafayette College 2003 — 2007
B.S.
Neuberger Berman January 2015 - Present
BlackRock May 2014 - August 2014
China Merchants Fund July 2012 - August 2012
Skills
Microsoft Excel, English, Microsoft Word, PowerPoint, Research, Teaching, Financial Analysis, Team Building, Data Analysis, JavaScript, Chinese, Stata, Entrepreneurship, Matlab, Accounting, Statistics, VBA, Financial Modeling, Quantitative Analytics, Economics, Portfolio Management, Finance, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master's degree, Finance, General
University of Rochester 2009 — 2013
Bachelor's Degree, Financial Economics, Applied Mathematics, 3.94/4.00
Oxford University 2009 — 2009
Visiting Student, Business/Managerial Economics, 4.0
Bank of Tokyo-Mitsubishi UFJ April 2015 - Present
Ettain Group June 2014 - October 2014
Commerzbank AG March 2013 - October 2013
NICE Actimize April 2010 - March 2013
Princeton Information July 2009 - December 2009
Lehman Brothers January 2007 - May 2008
Lehman Brothers/Neuberger Berman December 2003 - January 2007
Neuberger Berman March 1993 - December 2003
J.W.P. Information Services July 1992 - February 1993
IBM September 1989 - July 1992
Skills
SQL, Software Development, Business Analysis, SDLC, Unix, Requirements Analysis, Quality Assurance, IT Management, HTML, Technical Analysis, Fixed Income, Equities, Relational Databases, Databases, Automation, Project Management, Linux, Programming, Trading Systems, Business Intelligence, Software Project..., Business Requirements, Business Process, Testing, Process Improvement, Broker-Dealer Compliance, Compliance, Analysis, Integration, Requirements Gathering, Data Analysis, Financial Services, Oracle, PL/SQL
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1989
B.S., Management Information Systems
Neuberger Berman October 2014 - Present
Invesco July 2012 - October 2014
UBS Wealth Management June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Word, Excel, Team Leadership, Investments, Portfolio Management, Fixed Income Portfolio..., Asset Allocation, Financial Analysis, Mutual Funds, Series 7, Sales, Sales Management, Corporate Finance, Finance, Financial Risk
Education
Miami University 2008 — 2012
Finance
M.U. Dolibois European Center 2010 — 2010
International Business
Chaminade College Preparatory 2001 — 2008
JFONA 2015 - Present
Deutsche Bank 2013 - 2015
Neuberger Berman August 2011 - 2013
Comp2kids 2011 - 2011
Perscholas 2011 - 2011
Human Resources Administration 2007 - 2010
Education
Per Scholas Institute for Technology 2011 — 2011
A+ Certification, IT Technician
Monroe College 2007 — 2010
Bachelor, Information Technology
Neuberger Berman 2013 - Present
Barclays Capital 2011 - 2013
Citigroup Global Markets Inc. June 2010 - September 2010
Mercer Investment Consulting January 2009 - May 2009
Ontario Teachers' Pension Plan May 2008 - September 2008
Education
McGill University
B.Com
University of Toronto
Neuberger Berman February 2013 - Present
Neuberger Berman March 2011 - Present
Alterian April 2007 - September 2010
Alliance Inspection Management January 2006 - March 2007
Skills
C#, .NET, Microsoft SQL Server, Web Services, XML, JavaScript, ASP.NET, Software Development, VB.NET, IIS, Oracle, Java, Design Patterns, T-SQL, HTML, MySQL, Enterprise Architecture, ASP
Education
Kingston University 2003 — 2004
Msc Software Engineering
The National Law Enforcement and Firefighters Children's Foundation 2005 - Present
Long Island University 2002 - Present
U.S. Drug Enforcement Administration (U.S. Department of Justice) 1995 - Present
The Federal Drug Agents Foundation 1995 - Present
The New York's Finest Foundaton 1992 - Present
Our World Underwater Scholarship Society 1990 - Present
The Special Operations Support Group June 1981 - Present
American Red Cross in Greater New York 1979 - Present
Neuberger Berman 1974 - Present
Northeast Chapter of the Undersea & Hyperbaric Medical Society 1996 - 2010
Skills
Government Liaison
Education
Long Island University, C.W. Post Campus 1966 — 1967
MBA, Finance & Economics
Pace University 1963 — 1966
BBA, Finance & Economics
Northern Trust Corporation August 2015 - Present
Northern Trust Corporation December 2013 - July 2015
Starcom MediaVest Group March 2013 - December 2013
Neuberger Berman February 2011 - March 2013
LaSalle Investment Management July 2010 - February 2011
LaSalle Investment Management 2005 - July 2010
UBS Global Asset Management 2000 - 2005
Skills
Talent Management, Talent Acquisition, Employee Engagement, Onboarding, PeopleSoft, Employee Relations, Performance Management, Human Resources, Recruiting, Deferred Compensation, Personnel Management, HRIS, CRM, Applicant Tracking..., Succession Planning, College Recruiting, Organizational Design, Organizational...
Education
Loyola University Chicago 1996 — 2000
Neuberger Berman February 2013 - Present
Ally Financial Inc. August 2011 - March 2013
Consultant September 2010 - July 2011
Union Bancaire Privee June 2009 - 2010
Fortress Investment Group 2008 - July 2009
Fortress Investment Group 2006 - 2007
Moore Capital 2005 - 2006
JPMorgan 1999 - 2005
Merrill Lynch 1997 - 1998
Bankers Trust 1989 - 1997
Skills
Investments, Hedging, Global Macro, Hedge Funds, Portfolio Management, Derivatives, Fixed Income, Alternative Investments, Equities, Capital Markets, Asset Managment, Financial Modeling, Due Diligence, Private Equity, Emerging Markets, Risk Management, Structured Products, Investment Banking, Bloomberg, Valuation, Financial Risk, Strategy, Trading, Asset Management, Options, Financial Markets, FX Options
Education
Massachusetts Institute of Technology 1980 — 1984
S.B., Business
Teaneck High School 1977 — 1980
Neuberger Berman August 2014 - November 2014
Sidley Austin LLP September 2013 - November 2013
JMB Realty Corporation / JMB Financial Advisors October 2002 - March 2012
Heico Acquisitions 1999 - 2002
International Survey Research 1998 - 1999
CCC Information Services 1994 - 1998
Andersen Consulting - now Accenture 1987 - 1994
USA Network 1984 - 1987
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Travel Planning, Expenses, PowerPoint, Outlook, Dictaphone, Internet, Chrome River expense..., OnBase, Software Documentation, Time Management, Deadline Oriented, Travel Arrangements, Teamwork, Office Management
Education
Loyola University of Chicago
Bachelor of Arts (B.A.), Communication and Media Studies
Neuberger Berman November 2013 - Present
UBS Investment Bank June 2004 - October 2013
CIBC World Markets 2002 - 2004
Fox Broadcasting Company 2001 - 2002
Skills
Onboarding, Talent Management, Employee Benefits, Deferred Compensation, HRIS, Performance Management, Succession Planning, Employee Relations, Talent Acquisition, Human Resources, Recruiting, Employee Engagement
Education
Lynchburg College 1994 — 1998
Bachelor of Arts (B.A.), Marketing
AIG January 2014 - Present
Nomura Asset Management 2008 - December 2013
Prospect Capital Management 2007 - 2008
Merrill Lynch 2006 - 2007
JPMorganChase 2000 - 2006
Neuberger Berman 1998 - 2000
Skills
Asset Management, Hedge Funds, Fund Of Funds, Private Equity, Equities, Fixed Income, Capital Markets, Mutual Funds, Due Diligence, Corporate Finance, Internal Controls, Investment Banking, Alternative Investments, Investments, Team Leadership, Program Management, Valuation, Financial Modeling, Financial Analysis, Change Management, Expense Management, Operational Excellence, Strategic Financial..., Regulatory Filings, SEC Financial Reporting, Corporate Tax, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Executive Certificates, Management & Leadership and Strategy & Innovation
Clarkstown HS North
Muhlenberg College
BA, Accounting
Pace University - Lubin School of Business
MBA, Finance
Neuberger Berman February 2014 - Present
New York Life Insurance Company September 2012 - February 2014
New York Life Insurance Company September 2010 - September 2012
Brown Brothers Harriman June 2010 - September 2010
AXA Advisors June 2009 - December 2009
Skills
Series 7, series 66, Uniform Combined State..., Finance, Portfolio Management, Investments, Mutual Funds, Securities, Analysis, Security Operations, Investment Advisory, Fixed Income, Asset Allocation, Equities
Education
Manhattan College 2006 — 2010
BS, Finance & Economics
Neuberger Berman June 2013 - Present
Northrop Grumman Corporation January 2013 - June 2013
Northrop Grumman Aerospace Systems November 2011 - January 2013
Northrop Grumman Aerospace Systems October 2010 - January 2012
Skills
Headcount Reporting, Deferred Compensation, Microsoft Excel, Business Analysis, SAP HR, Macros, Financial Analysis, SAP BW, SAP R/3, Excel models, Analysis, Microsoft Access, HRIT, Variance Analysis, Risk Assessment, MPM, Microsoft PowerPoint, Performance Analysis, Market Research, Budgets, Financial Modeling, Access, Finance, PowerPoint, Data Analysis, Leadership, Microsoft Office, Process Improvement, Workday
Education
Long Island University, C.W. Post Campus 2010 — 2012
MBA, 3.64
Hofstra University- Zarb School of Business 2006 — 2010
BBA Cum Laude, Finance, Cum 3.66 Major 3.75
Colonial Consulting LLC October 2013 - Present
Neuberger Berman February 2011 - October 2013
General Motors Asset Management 2008 - 2011
Lehman Brothers 2006 - 2008
UBS 2004 - 2006
Skills
Performance Measurement, Client Reporting, Return on Investment..., Portfolio Assessment, Quality Assurance, Investment Management, Data Warehousing, Interpersonal..., Training, Asset Managment, User Acceptance Testing
Education
Hofstra University School of Law 2007 — 2012
Doctor of Law (J.D.), Law
State University of New York at Albany 1998 — 2002
Bachelor's degree, Finance and Marketing
FTI Consulting January 2006 - Present
Marotta Gund Budd & Dzera July 2001 - January 2006
Neuberger Berman September 1999 - July 2001
Ernst & Young October 1996 - September 1999
Skills
Financial Modeling, Finance, Corporate Finance, Restructuring, Management, Due Diligence, Valuation, Business Valuation, Financial Analysis, Mergers & Acquisitions, Private Equity, Capital Markets, Acquisition Integration, Management Consulting, Financial Reporting, Accounting, US GAAP, Hedge Funds, Internal Controls, CPA, Investments, Sarbanes-Oxley Act, Corporate Development
Education
Lehigh University 1992 — 1996
Bachelor of Science (BS), Accounting
Neuberger Berman August 2013 - Present
Kelly Services June 2013 - August 2013
AXA Equitable December 2010 - April 2013
AXA Equitable August 2006 - December 2010
Integrated Asset Management, Inc. July 1997 - August 2006
Applied Research Corporation August 2005 - March 2006
Neuberger Berman December 1994 - November 1995
Neuberger Berman July 1991 - December 1994
Skills
Middlesex County College, Process Improvement, Administrative..., QuickBooks, Training, Project Planning, Marketing, Performance Management, Time Management, Employee Benefits, Microsoft Office, Customer Service, Financial Planning, Management, Retirement Planning, Finance, Mutual Funds, Insurance, Financial Analysis, Investments, Wealth Management
Education
Middlesex County College
Associates, Business Administration and Management, General
Certifications
Heir Atlas Inc. July 2011 - Present
Lenox Advisors 2009 - 2012
JMP Securities 2007 - 2009
Leerink Swann & Company 2004 - 2007
Neuberger Berman January 2002 - November 2003
ING Barings 1998 - 2001
Skills
Hedge Funds, Asset Managment, Alternative Investments, Securities, Portfolio Management, Fixed Income, Equity Research, Series 63, Series 7, Life & Health Insurance..., Wealth Management, Sales, Cross Selling, New Business Development, Client Development, Qualifying Prospects, Equities, Investments
Education
Lake Forest College 1992 — 1996
B.A., Economics
Pomfret 1989 — 1992
Eaglebrook 1987 — 1989
Envestnet Inc. April 2010 - Present
FundQuest June 2006 - August 2010
Neuberger Berman August 1997 - May 2006
Strong Capital Management February 1995 - July 1997
LPL Financial Services January 1992 - January 1995
Putnam Investments August 1986 - December 1991
Skills
Business Strategy, Enterprise Software, Finance, Financial Advisory, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Program Management, Sales Management
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Keene State College 1975 — 1979
BS Management, Business
Neuberger Berman October 2005 - Present
Morgan Stanley December 1992 - October 2005
Skills
Energy, Financial Modeling, Alternative Energy, Valuation, Equities, Investments, Private Equity, Portfolio Management, Alternative Investments, Bloomberg, Equity Research, Hedge Funds, Mutual Funds, Capital Markets
Education
Montclair State University
Abbott Capital Management, LLC January 2015 - Present
Neuberger Berman November 2011 - December 2014
Aviva Investors North America September 2009 - January 2011
Credit Suisse April 2007 - February 2009
Credit Suisse September 2006 - April 2007
Credit Suisse 2005 - 2006
Credit Suisse Asset Management 2004 - 2005
NYLIM Retirement Plan Services 2003 - 2004
NYLIM 2001 - 2003
Skills
Consultant Relations, Alternative Investments, Institutional Investors, Consultants, Institutional..., Hedge Funds, Investment Strategies, Asset Management, Mutual Funds, Private Equity, Financial Services, Equities, Investor Relations, Due Diligence, Asset Allocation, Investment Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance
Hamilton College 1997 — 2001
Bachelor of Arts (BA), English and Mathematics
Libera Università di Lingue e Comunicazione IULM 2000 — 2000
Garden City High School 1993 — 1997
Neuberger Berman November 2014 - Present
Marsh & McLennan Companies, Inc. February 2014 - October 2014
GraceKennedy Ltd. 2008 - 2013
Diageo January 2006 - January 2008
Skills
Marketing Strategy, Online Advertising, Social Media Marketing, Advertising, Social Media, New Business Development, Strategic Planning, Marketing Communications, Marketing, SEO, Business Strategy, Product Marketing, Business Planning, Event Management
Education
Monroe College 2015 — 2016
BSc., Business Administration and Management, General
Northern Caribbean University 2009 — 2011
Associate's degree, Business Administration and Management, General
University College of the Caribbean (UCC) 2003 — 2004
Diploma, Business Administration and Management, General
Strategas Research Partners August 2014 - Present
Potomac Research Group January 2012 - March 2014
MF Global November 2010 - November 2011
Washington Research Group January 2004 - October 2010
Neuberger Berman March 2001 - December 2003
Skills
Equities, Institutional Equity..., DC Policy / Macro..., Leadership, Supervisory /..., New Business Development, Writing, Strong Marketing Skills, Management, Portfolio Management, Investments, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Asset Management, Valuation, Securities
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Double Major: Economics & Marketing
Lafayette College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Rumson Fair Haven Regional High School 1980 — 1984
Decision Analyst, Inc. February 2014 - Present
Morgan Stanley Smith Barney October 2010 - 2013
Citigroup January 2010 - October 2010
Neuberger Berman May 2008 - August 2008
Lehman Brothers May 2007 - August 2007
Citigroup May 2004 - August 2004
Skills
Equities, Mergers & Acquisitions, Microsoft Office, Economics, Project Management, Management, Marketing, Leadership, Trading, PowerPoint, Microsoft Excel, Public Speaking, Statistical Data..., Persuasive Presentations, Reporting & Analysis, Marketing Research, Marketing Strategy, Strategic Planning, Market Research, Customer Service, Strategy, Analytics, Data Analysis, Financial Analysis, Financial Modeling, Qualitative Research
Education
The University of Texas at Arlington 2014 — 2016
Master of Science (MS), Marketing Research
Lafayette College 2005 — 2009
Bachelor of the Arts, Economics & Business, English
Royal Holloway, University of London
English & Economics
Kellogg School of Management June 2015 - Present
Western Asset Management September 2013 - June 2015
Neuberger Berman May 2012 - September 2013
GE Capital October 2011 - May 2012
Insider Monkey 2011 - 2012
Skills
Quantitative Analytics, VBA, Fixed Income Analysis, Valuation, R, Matlab, Bloomberg, Asset Management, C, Financial Risk..., SAS, Entrepreneurship, Bonds, Corporate Finance, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Northwestern University - McCormick School of Engineering and Applied Science 2015 — 2017
Master of Science (M.S.), Design Innovation
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Master of Finance
Zhejiang University 2006 — 2010
Bachelor of Economics, Finance and Banking, Biosystems Engineering
Neuberger Berman May 2015 - Present
Infinity Consulting Solutions September 2014 - May 2015
Harpers Restaurant and BrewPub December 2013 - August 2014
Miotech Orthopedic Group, LLC May 2012 - August 2013
MSU Marketing Association September 2012 - May 2013
Michigan State University Athletics August 2010 - May 2012
Skills
PowerPoint, Management, Microsoft Excel, Social Media, Sales, Accounting, Time Management, Event Planning, Customer Service, Public Speaking, Account Management, Advertising, Leadership, Marketing, Microsoft Office, Access, Social Networking
Education
Eli Broad College of Business 2012 — 2014
Bachelor of Arts, Marketing
Michigan State University 2010 — 2014
John Cabot University 2013 — 2013
Bachelor of Arts (BA), Marketing, Senior
KPMG November 2010 - Present
Wave2Wave Communications November 2009 - November 2010
MMC Energy June 2006 - September 2009
Dover Corporation 2003 - 2006
Neuberger Berman November 2002 - October 2003
inVentiv Health 2001 - 2002
George R. Funaro & Co. P.C. 2000 - 2000
Skills
Accounting, Corporate Finance, Accounts Payable, Financial Statements, Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Due Diligence, Sarbanes-Oxley Act, US GAAP, Internal Controls, SEC filings, GAAP, Internal Audit, IFRS, Management, Tax, CPA, Finance
Education
Marymount Manhattan College 1999 — 2002
B.S., Accounting
Phillips Exeter Academy 1991 — 1994
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Neuberger Berman April 2013 - Present
Merrill Lynch June 2011 - April 2013
Macquarie Capital - FPK April 2010 - May 2011
Merrill Lynch April 2007 - March 2010
Skills
Valuation, Financial Modeling, Corporate Finance, REIT, Data Center, Commercial real estate, Mergers & Acquisitions, Life insurance, Equities, Bloomberg, Financial Analysis, Portfolio Management, Asset Management, Fixed Income, Investment Banking
Education
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.)
Stuyvesant High School 1999 — 2002
Torrey Pines High School 1998 — 1999
Neuberger Berman January 2015 - Present
Black Diamond December 2011 - January 2015
Lazard Freres & Co. January 2010 - December 2011
Aviva Investors May 2008 - January 2009
Loras College May 2007 - June 2008
Prudential Financial May 2007 - August 2007
Education
Loras College 2005 — 2009
Finance
The University of Chicago Booth School of Business
SymantecI support Symantec streaming and virtualization software remotely and onsite for a major (Fo May 2013 - Present
Celgene August 2012 - May 2013
Mphasis August 2012 - August 2012
Fitch Ratings January 2011 - August 2012
Fitch Ratings July 2010 - March 2011
Neuberger Berman July 2009 - April 2010
iQues / Neuberger Berman July 2009 - April 2010
RennerBrown April 2009 - June 2009
Barclays Capital September 2008 - November 2008
Lehman Brothers Inc/Barclays Capital May 1999 - November 2008
Skills
Unix, Windows Server, Microsoft Exchange, Servers, VBScript, Disaster Recovery, Altiris, Troubleshooting, Market Data, Altiris Deployment..., Operating Systems, SDLC, ITIL, Windows 7, VMware, Active Directory, Software Installation, Application Packaging, Application..., Technical Support, Networking, System Deployment, Virtualization, Infrastructure
Education
Computer Learning Center 1989 — 1990
Microprocessor/Telecommunication Technology
Kean University 1988 — 1990
Computer Science
Oracle June 2013 - Present
Neuberger Berman June 2012 - August 2012
Wellesley Consultants April 2011 - November 2011
MIT Media Lab June 2011 - August 2011
Kwong Kow Chinese School April 2010 - September 2010
China Merchants Securities Co., Ltd. July 2010 - August 2010
Skills
Data Analysis, Sales Presentations, CRM, Leadership, Teamwork, Public Speaking, Microsoft Excel, SaaS, PowerPoint, Java, Sales, Project Management, Salesforce.com, HTML, Public Relations, Real Estate License, Team Leadership, Microsoft Office, Social Media, Social Media Marketing, Marketing
Education
MIT 2011 — 2013
Bachelor of Science (BS), Architecture
Wellesley College 2009 — 2013
BA, Economics, Architecture
Jericho High School
Syosset High School
Schroders February 2015 - Present
Neuberger Berman February 2010 - February 2015
Business Monitor International May 2009 - February 2010
Gerson Lehrman Group May 2008 - August 2008
Acadian Asset Management 2007 - 2007
Skills
Hedge Funds, Contract Negotiation, Equities, Spanish, Strategy, Entrepreneurship, Due Diligence, Derivatives, Management, Financial Services, Finance, Capital Markets, Business Development
Education
Lehigh University - College of Business and Economics 2005 — 2009
Bachelor of Science (BS), Finance
Lehigh University
B.S, Finance
Neuberger Berman March 2013 - September 2013
Neuberger Berman May 2012 - March 2013
Neuberger Berman February 2011 - May 2012
Merrill Lynch June 2009 - August 2009
Merrill Lynch December 2008 - January 2009
Skills
Series 7, Series 63, Series 24, Microsoft Word, Microsoft Office, Economics, Financial Markets, Social Media, Operations Management
Education
Lafayette College
Bachelor of Arts; Certificate, Economics and Business; Finance
Neuberger Berman September 1999 - Present
Sony Electronics December 1997 - September 1999
Education
Lehigh University
Bachelor's degree
Neuberger Berman Senior Programmer AnalystNeuberger BermanMay 2014 - Present
Bank of America May 2013 - May 2014
Zenith Bank Group January 2009 - January 2012
UNDP 2006 - 2009
Skills
Web Development, C#, Troubleshooting, Linux, Java, .NET, Microsoft Office, Technical Support, Banking, Network Administration, PMP
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master of Science (M.S.), Master of Management Information Systems
Moet Hennessy USA June 2014 - Present
Moet Hennessy USA July 2013 - June 2014
Perella Weinberg Partners May 2012 - August 2012
Neuberger Berman June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, SAP, Microsoft Office, SAP APO, SAP BPC, Cognos ReportNet, Master Data Management, Customer Service, Analysis, Facebook, Finance
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance
Edge Wealth Management December 2014 - Present
J.P. Morgan July 2014 - November 2014
J.P. Morgan May 2013 - August 2013
Neuberger Berman May 2012 - August 2012
Skills
Equities, Hedge Funds
Education
Lehigh University - College of Business and Economics 2010 — 2014
Scarsdale High School
Neuberger Berman May 2014 - Present
Lazard Asset Management August 2012 - April 2014
Atrato Advisors LLC November 2010 - July 2012
Exis Capital Management June 2009 - August 2009
Skills
Bloomberg, MS Office Suite, MS Excel, Microsoft Excel, Investments, Alternative Investments, Microsoft Office, Portfolio Management, Hedge Funds, Bloomberg Terminal, Mutual Funds, Commodity, Due Diligence, Equities, Fund Of Funds, Fixed Income
Education
Miami University 2006 — 2010
Economics
Visa May 2013 - Present
Ruben Companies September 2012 - May 2013
JPMorgan Chase October 2005 - August 2012
Och-Ziff Capital Management September 2004 - October 2005
Neuberger Berman February 2003 - September 2004
Skills
Previously NASD Series..., Microsoft Office, Outlook Express, Lotus Notes, Travel Arrangements, Spreadsheets, Administrative..., Financial Services, Outlook, Management, Event Planning
Education
SUNY Oneonta 1992 — 1996
Bachelor's degree, Speech Communication and Rhetoric
University of North London 1995 — 1995
ADP RPO, onsite at Goldman Sachs February 2015 - Present
Orrick, Herrington & Sutcliffe LLP September 2014 - January 2015
McGill Cancer Auction May 2013 - May 2014
Neuberger Berman June 2013 - August 2013
Neuberger Berman June 2012 - August 2012
Skills
Social Media Marketing, Word, PowerPoint, Excel, Photoshop, Photography, Digital Photography, Digital Marketing, Word Of Mouth Marketing, Teamwork, Organizational..., Social Networking, Blogging, Marketing Communications, Strategic Planning, Strategic Analysis, Microsoft Excel, Microsoft Word, Research, Training
Education
McGill University - Desautels Faculty of Management 2010 — 2014
Bachelor of Commerce (BCom), Marketing
Merrill Edge June 2014 - Present
The College of New Jersey August 2011 - May 2014
Neuberger Berman June 2013 - August 2013
Skills
Determined to Succeed, Leadership, Team-oriented, Equities, Fixed Income, Investments, Portfolio Management, Mutual Funds, Asset Management, Alternative Investments, Financial Modeling, Bloomberg, Wealth Management, Strategy, Finance, Teamwork, Microsoft Office
Education
The College of New Jersey 2011 — 2014
Bachelor of Science (B.S.), Finance, General
King's College 2010 — 2011
Accounting
TIAA-CREF November 2011 - Present
Neuberger Berman 2007 - 2011
LightPoint Capital Management 2005 - 2007
Education
Northwestern University - Kellogg School of Management 2006 — 2009
Master's degree, Accounting and Finance
Miami University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Neuberger Berman April 2014 - Present
Nuveen Investments January 2013 - April 2014
Tradewinds Global Investors, LLC January 2011 - January 2013
Nuveen Investments August 2007 - January 2011
Education
Loyola University Chicago Graduate School of Business 2000 — 2002
MBA, Finance
Loyola University of Chicago 1990 — 1994
Bachelor of Business Administration, Accounting
Foundation Source July 2005 - Present
Commonfund 2001 - 2005
Neuberger Berman February 1996 - November 2001
Skills
Domestic &..., Financial Statement..., Audit Support, Data Aggregation, Compliance, Accounts..., Document Management, Policies & Procedures
Education
Manhattan College 1991 — 1995
Bachelor of Science (BS), Accounting
Eastchester HS
Lucid, LLC May 2014 - Present
Kingsley House September 2012 - May 2014
Neuberger Berman 2002 - August 2011
Lehman Brothers October 2003 - September 2008
Citi July 2000 - April 2002
Baker Hughes May 1999 - June 2000
Skills
Onboarding, Deferred Compensation, Talent Management, Employee Relations, HRIS, Succession Planning, Employee Engagement, Performance Management, Talent Acquisition, Employee Benefits, Recruiting, Human Resources, Workforce Planning, Organizational..., PeopleSoft, Compensation Structure..., Mergers, Executive Pay, Applicant Tracking..., Change Management, Organizational Design, Benefits Design, SAP HR, Mergers & Acquisitions
Education
Louisiana State University and Agricultural and Mechanical College 1995 — 1999
BS, Human Resources Management
MSMS 1993 — 1995
Diploma
ISS Facility Services A/S August 2012 - Present
Newmark Grubb Knight Frank August 2009 - August 2012
Neuberger Berman, LLC. 2000 - 2009
Neuberger Berman 1995 - 2000
Neuberger Berman 1990 - 1995
Neuberger Berman 1989 - 1990
RCM Capital Management, LLC. 1984 - 1989
Skills
Portfolio Management, Accounting, Strategic Planning, Budgets, Finance, Management, Due Diligence, Financial Reporting, Analysis, Equities, Financial Audits, Strategy, Marketing, Fixed Income, Investment Management, Budgeting, Compliance, Asset Management, Financial Services, Investments, Contract Negotiation
Education
Loyola Marymount University, College of Business Administration 1979 — 1983
BBA, Finance
Chaminade College Preparatory 1973 — 1979
SNW Asset Management July 2010 - Present
Neuberger Berman March 2007 - June 2010
Education
Linfield College 2002 — 2006
Finance, Economics
Bookspan 2011 - Present
Neuberger Berman 2008 - October 2011
Lehman Brothers 1999 - 2008
A.T. Kearney 1996 - 1999
Education
Massachusetts Institute of Technology 1992 — 1996
BS, Mechanical Engineering
BlackRock July 2012 - Present
CTPartners April 2010 - July 2012
Spencer Stuart March 2006 - April 2010
JPMorgan Partners January 2005 - March 2006
Neuberger Berman 1994 - 1995
Skills
Executive Search, Capital Markets, Private Equity, Fixed Income
Education
NYU Stern School of Business
MBA
Lafayette College
BA
Neuberger Berman January 2010 - Present
Neuberger Berman September 2008 - Present
David J. Greene & Co., LLC (acquired by Neuberger Berman) August 2002 - September 2008
Citi, Investment Banking May 1998 - January 2002
Education
Massachusetts Institute of Technology 1992 — 1998
PhD, Economics
Tel Aviv University 1988 — 1991
BA, Economics and Mathematics
Neuberger Berman November 2009 - Present
Lehman Brothers (in Administration) September 2008 - November 2009
Lehman Brothers January 2004 - September 2008
Sidley Austin Brown & Wood 2000 - 2003
Credit Suisse First Boston 1992 - 1998
Skills
Securities
Education
New York Law School 1996 — 2000
JD
Marymount Manhattan College 1992 — 1996
BA
Lind Innovation May 2012 - Present
Hallmark Data Systems March 2015 - August 2015
Guggenheim Partners June 2014 - December 2014
ABN AMRO Clearing Chicago LLC March 2014 - May 2014
Komico LLC May 2013 - June 2013
Thales Trading Solutions November 2012 - May 2013
Mesirow Financial February 2013 - April 2013
AlphaMetrix, LLC December 2011 - May 2012
Lind Innovation April 2008 - May 2012
Neuberger Berman February 2011 - October 2011
Skills
.NET, UML, WPF, C#, ASP.NET, SQL Server, Databases, WCF, Microsoft SQL Server, Agile Methodologies, SOA, XML, Web Services, Visual Studio, LINQ, AJAX, Web Applications, Entity Framework, Integration, Software Design, ASP.NET MVC, Web Development
Education
Marquette University 2000 — 2003
Electrical and Computer Engineering, Political Science
Marquette University High School 1998 — 2001
Lazard Capital Markets January 2011 - August 2011
Jefferies & Company January 2010 - January 2011
Majestic Research July 2008 - December 2008
Neuberger Berman April 2001 - March 2008
CIBC World Markets June 2000 - March 2001
BDO Seidman, LLP June 1998 - June 2000
Skills
Valuation, Equity Research, Investments, Financial Analysis, Investment Research, Capital Markets Analysis, Hedge Funds, Forecasting, Equities
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
MBA, Finance
Marquette University 1985 — 1989
B.Sc., Biology
Maastricht School of Management
Neuberger Berman August 2006 - Present
Credit Suisse First Boston March 2000 - June 2002
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
Universidad Torcuato Di Tella 1996 — 2000
Neuberger Berman December 2009 - Present
Neuberger Berman December 2006 - December 2009
Neuberger Berman March 2004 - December 2006
Skills
Series 7, Equities, Asset Managment, Mutual Funds, Wealth Management, Customer Service, Risk Management, Process Improvement, Asset Management, Series 63
Education
Mount Saint Mary College 1998 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
AQR Capital Management June 2011 - Present
Neuberger Berman May 1998 - June 2011
Neuberger Berman, A Lehman Brothers Company February 2008 - May 2009
Neuberger Berman 2000 - February 2008
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MM, Finance
Michigan State University 1989 — 1993
BA, Finance
Neuberger Berman January 2011 - Present
Neuberger Berman September 2008 - January 2011
Lehman Brothers/Neuberger Berman January 2008 - September 2008
Lehman Brothers/Neuberger Berman January 2004 - December 2007
Neuberger Berman November 2000 - December 2003
Merrill Lynch May 1998 - October 2000
Skills
Financial Advisory, Investments, Insurance, Fixed Annuities, Retirement Planning, Retirement
Education
Seton Hall University 1996 — 1998
MS, Finance
Lafayette College 1989 — 1993
BA, Government and Law
Neuberger Berman August 2011 - April 2014
William Blair & Company November 2005 - June 2007
Smith Barney April 2005 - June 2005
Merrill Lynch March 2005 - May 2005
Education
University of Houston, C.T. Bauer College of Business 2002 — 2004
BBA, Finance & Management
Mohawk College 1998 — 2001
3-Yr. Business Administration Diploma, Business Administration
Neuberger Berman May 1996 - Present
Skills
Series 7, Series 63, Series 65, Financial Services, Fixed Income, Portfolio Management, Asset Management, Wealth Management
Education
Manhattan College 1992 — 1996
Stifel Financial Corp. May 2014 - Present
Stifel Nicolaus April 2011 - Present
Scott Esposito Consulting Group, LLC October 2008 - Present
Neuberger Berman September 2009 - April 2011
Barr Laboratories October 2007 - March 2009
Barr Laboratories, Inc. October 2007 - April 2008
Innovative Technology Solutions November 2004 - October 2007
Castlerock Risk March 2000 - November 2004
Mariner Management Group, Inc. 2000 - 2000
Skills
Data Center, Networking, Servers, VBScript, Altiris, Raritan, Aperture, Cabling, Software, Hardware
Education
Metropolitan Technical Institute 1999 — 2000
Network Administration
Lock Haven University of Pennsylvania 1996 — 1998
Computer Science
J.P. Morgan January 2015 - Present
PTS Consulting April 2013 - December 2014
Neuberger Berman 2011 - 2013
Neuberger Berman 2008 - 2011
Lehman Brothers September 2000 - October 2008
Morgan Stanley 1996 - 2000
Morgan Stanley 1996 - 2000
Skills
IT Management, Vendor Management, CRM, Strategy, IT Service Management, Data Center, Management, PMO, Financial Services, SDLC, IT Strategy, Prime Brokerage, Equities, Infrastructure, Disaster Recovery, Fixed Income, Product Management, Business Analysis, Enterprise Architecture, Hedge Funds, Software Development, Leadership, Integration, Trading Systems, Portfolio Management, Investment Banking, Service Delivery, Strategic Planning, Outsourcing, Information Technology, Risk Management, Executive Management, Market Data, Project Portfolio..., Business Process..., Bloomberg, Asset Management, Capital Markets, Budgets, E-commerce, Middle Office
Education
Montclair State University
Bachelor of Arts (B.A.), Economics & Finance
First Citizens Investor Services June 2008 - Present
Wachovia Securities September 1998 - February 2008
Citicorp Investment Services September 1993 - September 1998
Prudential Securities/ Olsten Temporary Services September 1992 - September 1993
Neuberger Berman 1987 - 1991
Skills
Series 7, Series 9, Series 10, Series 63, Series 65, Finance, FINRA, Investments, Mutual Funds, Securities, Series 24, Wealth Management, Financial Services, Asset Allocation, Management, Portfolio Management, Risk Management
Education
Long Island University, Brooklyn Campus 1982 — 1995
Bachelor of Science (B.S.), Finance, General
The Berkeley Institute
Neuberger Berman September 2008 - May 2011
Lehman Brothers October 2006 - September 2008
Skills
Equities, Alternative Investments, Microsoft Office, Outlook, Bloomberg, Fixed Income, Mutual Funds, Bloomberg Terminal, Asset Allocation, Asset Managment, Capital Markets, Investment Banking, Investments, Portfolio Management, Performance Attribution, Financial Services, Financial Analysis, Middle Office, Fixed Income Analysis, Data Analysis, Risk Management, Strategic Planning, Hedge Funds, Series 7, Asset Management, Financial Modeling, Banking, FINRA, Series 63
Education
Argosy University 2010 — 2013
Masters, Forensic Psychology
Marist College 2002 — 2006
Bachelors, Business Admin: Finance
David Vaughan Investments Inc. November 2009 - December 2011
Lehman Brothers January 2006 - September 2008
Neuberger Berman April 2004 - December 2005
Cambridge Associates June 2000 - March 2004
Education
Lehigh University 1996 — 2000
BS, Finance
Lehigh University - College of Business and Economics
New Smyrna Beach
Prudential Investments November 2007 - Present
AXA Distributors April 2004 - October 2007
AXA Distributors January 2002 - April 2004
Neuberger Berman 1999 - 2001
Skills
Fixed Annuities, Variable Annuities, Mutual Funds, Series 63, Series 7, Separately Managed..., Investments, Asset Managment, Securities, Asset Allocation, Financial Advisory, Wealth Management, Fixed Income, Equities, Series 6, Series 65
Education
Marist College 1995 — 1999
Bachelor of Science (BS), Finance, General
Neuberger Berman July 2007 - Present
LightPoint Capital Management June 2005 - July 2007
JP Morgan Chase September 2001 - June 2005
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA
Miami University 1997 — 2002
Harrison & Shriftman November 2014 - Present
Zero Bound September 2012 - Present
Neuberger Berman May 2014 - November 2014
Goldman Sachs January 2014 - May 2014
Tequila Avion December 2010 - September 2012
Moet Hennessy USA February 2010 - December 2010
Cain Brothers October 2008 - February 2010
Lehman Brothers September 2005 - September 2008
Skills
Social Media Marketing, Marketing, Event Planning, Advertising, Sponsorship, Marketing Strategy, Brand Management, Marketing Communications, Corporate Events, Sales, Brand Development, Digital Marketing
Education
Marymount University 2000 — 2004
Legg Mason October 2010 - Present
Neuberger Berman January 2009 - November 2010
Neuberger Berman April 2006 - December 2008
Lazard Asset Management August 2004 - April 2006
Skills
Mutual Funds, Financial Services, Fixed Annuities, Retirement, FINRA
Education
Loyola University Maryland 2000 — 2004
Experient, LLC 2006 - November 2012
M Klein Auctions 2002 - 2003
Coil Counts Ford & Cheney 2001 - 2002
The Gencom Group 2000 - 2000
Euro RSCG Tatham 1997 - 1999
T. J. Lipton Inc. 1996 - 1996
JP Morgan 1993 - 1995
Neuberger Berman 1992 - 1993
Skills
Budgets, Product Development, Event Management, Strategic Planning, Marketing Communications, Project Management, Marketing, Account Management, Sponsorship, Marketing Strategy, Business Development, Advertising, Digital Marketing, Social Media Marketing
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1997
MBA, Marketing/Finance
Lehigh University 1987 — 1991
BS, Marketing
KPSS Investigations & Security, LLC 1998 - Present
Deutsche Bank May 2008 - December 2008
Morgan Stanley September 2007 - 2008
Neuberger Berman February 2005 - September 2007
Instinet April 2004 - February 2005
Prime Charter Ltd January 1997 - April 2004
First Boston Investment Management January 1994 - September 1997
Goldman Sachs May 1991 - January 1994
Education
Long Island University, C.W. Post Campus 1985 — 2000
LIU Post 1985 — 1990
Astor Asset Management October 2013 - Present
Neuberger Berman October 2010 - July 2012
Stadion Funds March 2009 - October 2010
Henderson Global Investors December 2006 - December 2008
Van Kampen Funds March 2004 - December 2006
Skills
Mutual Funds, Sales, Sales Operations, Series 7, Series 63, Alternative Investments, Asset Management, Portfolio Management, Investments, Asset Allocation, Equities, Separately Managed..., Wealth Management, Fixed Income, Securities, Series 65, Retirement Planning, Investment Strategies, Series 6, ETFs
Education
Miami University 1999 — 2003
Business, Finance
Neuberger Berman March 2005 - Present
Sloate,Weisman, Murray & Co., Inc. October 1980 - February 2005
Sloate, Weisman, Murray & Company (SWM) 1980 - 2005
Skills
Mutual Funds, Hedge Funds, Series 7, Real Estate, Fixed Income, Investment Management, Asset Managment
Education
LaGuardia Community College 1976 — 1978
Associates, Business
Citi September 2011 - April 2014
Citi January 2003 - August 2011
Citi April 2001 - January 2003
Citi February 2000 - March 2001
Neuberger Berman June 1997 - January 2000
BNY: The Bank of New York June 1996 - June 1997
Skills
Trading, Equity Trading, Sales, Series 63, Series 7, Hedge Funds, Trading Systems, Bloomberg Terminal, Finance, Equities, Electronic Trading, Financial Markets, Customer Service
Education
Marist College 1992 — 1996
Neuberger Berman May 2010 - Present
Neuberger Berman October 2005 - May 2010
Neuberger Berman June 2005 - October 2005
Skills
Series 7, Equities, Series 63
Education
Institute for Integrative Nutrition 2013 — 2014
Lehigh University - College of Business and Economics 2001 — 2005
Neuberger Berman November 2013 - Present
Robert Half Finance & Accounting April 2012 - Present
CompuCom August 2011 - April 2012
FedEx Kinko's July 2007 - February 2010
FedEx Office February 2005 - July 2007
Skills
Financial Reporting, Financial Analysis, GAAP, PeopleSoft, Due Diligence, Balance Sheet Review, Fund Accounting, Bank Reconciliation, VBA, SQL, Financial Modeling, Analysis, Forecasting, Budgets, General Ledger, Management, Access, Finance, Accounting, Sarbanes-Oxley Act
Education
University of Dallas 2001 — 2003
MBA, Finance
Kenyatta University 1996 — 2000
Bcom, Accounting
Neuberger Berman April 2002 - Present
Oscar Capital Management 1999 - 2001
Skills
Alternative Investments, Series 7, Asset Management, Hedge Funds, Fixed Income, Mutual Funds, Investments, Capital Markets, Private Equity
Education
Maurice A. Deane School of Law at Hofstra University 1986 — 1989
JD
Tufts University 1982 — 1986
BA, Latin, Political Science
The Lenox School 1974 — 1982
Neuberger Berman June 2014 - Present
APG Asset Management US Inc. January 2010 - June 2014
SEI Investments 2006 - 2009
Stark & Stark 2005 - 2006
US Securities and Exchange Commission 1999 - 2004
Lipper Analytical Services 1994 - 1996
Standard & Poor's 1989 - 1994
Skills
Securities, Securities Regulation, Corporate Governance, Investments, Risk Management, Mutual Funds, FINRA
Education
University of Colorado School of Law 1995 — 1998
Doctor of Law (J.D.), Accounting
La Sierra University 1980 — 1984
B.S., Accounting
The Zeuner Foundation January 2014 - Present
Bley Investements October 2011 - December 2013
Madison Trading April 2009 - June 2010
Morgan Stanley Investment Management September 1997 - 2008
Morgan Stanley 1997 - 2008
Neuberger Berman October 1989 - September 1997
Skills
Electronic Trading, Equity Trading, Equities, Series 7, Hedge Funds, Technical Analysis, Portfolio Management, Mutual Funds, Financial Services, Trading, Series 63, Alternative Investments, Securities, Bloomberg, Investment Banking
Education
Mount Holyoke College 1985 — 1989
BA, History
Orthopedics and Sports Medicine January 2011 - Present
Lehman Brothers September 2004 - October 2008
Neuberger Berman May 1991 - September 2004
Neuberger Berman LLC 1991 - 2004
Skills
Business Analysis, Databases, Disaster Recovery, Equities, Fixed Income, IT Operations, Market Data
Education
Mount Saint Mary College
Business Mgmt
Neuberger Berman June 2013 - Present
Neuberger Berman August 2010 - June 2013
Neuberger Berman September 2008 - August 2010
Lehman Brothers June 2006 - September 2008
Education
Manhattan College 2003 — 2007
School of Business, Finance and Management
Neuberger Berman October 2014 - Present
Invesco August 2013 - September 2014
Merrill Lynch 2013 - 2013
Skills
PowerPoint, Research, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Sales
Education
Miami University 2006 — 2010
Lehman Brothers November 2005 - March 2008
Neuberger Berman April 1995 - October 2005
Woolworth Corporation June 1993 - April 1995
Advantage Temporary Agency August 1992 - June 1993
Quotron Systems, Inc. (formerly known as Citicorp Information Business) November 1989 - May 1990
Quotron Systems, Inc. (formerly known as Citicorp Information Business) April 1989 - November 1989
Quotron Systems, Inc.(formerly known as Citicorp Information Business) February 1986 - April 1989
Price Waterhouse Coopers (formerly known as Price Waterhouse) May 1983 - February 1986
Education
Kingsborough Community College 2001 — 2008
AAS, Business Administration
The Wood School 1982 — 1983
Certificate, Secretarial Studies
John Jay High School 1979 — 1982
Diploma
Northern Trust September 2012 - Present
Polen Capital Management July 2004 - October 2011
Neuberger Berman May 1998 - May 2004
Skills
Excel, Word, Customer Service, Mutual Funds, Customer Relations, Trading, Problem Solving, Reconciliation, Operations Management, Advent, REX, ACD, Microsoft Excel, Account Reconciliation, APX, Microsoft Word, Bloomberg, Equities, Hedge Funds, Securities, Asset Management, Portfolio Management
Education
LIU Post 1985 — 1989
Bachelors, Communications
Neuberger Berman September 2011 - Present
JP Morgan July 2009 - September 2011
Merrill Lynch & Co June 2007 - February 2009
Goldman Sachs Asset Management September 2004 - June 2007
Deutsche Bank Trust Americas July 1999 - September 2004
Deutsche Bank AG January 1999 - January 2004
The Bank of New York January 1996 - January 1999
Coopers & Lybrand, LLP January 1994 - January 1995
Skills
Equities, Asset Managment, Hedge Funds, Business Continuity..., Fixed Income, Financial Services, Risk Management, Alternative Investments, Investments, Strategy, Trading, Relationship Management, Cash Management, Banking, Financial Markets, Finance, CRM, Investment Management, Electronic Trading, Asset Management
Education
Fordham University - Graduate School of Business Administration 1999 — 2003
MBA, Dual Concentration - Finance & IT
Manhattan College 1990 — 1994
Bachelor of Science, Business Administration; Double Major - Accounting & Management
Cardinal Spellman HS 1986 — 1990
Neuberger Berman 2012 - Present
Copia Capital 2005 - 2011
Neuberger Berman 2002 - 2005
Strong Capital Management 1995 - 2002
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, Accounting, Marketing, Graduated with Honors
Lawrence University 1984 — 1988
Bachelor's Degree, Economics Mathematics
William Penn Foundation June 2011 - Present
Neuberger Berman July 2010 - August 2010
MetLife May 2010 - July 2010
Barclays Capital (Formerly Lehman Brothers) July 2004 - May 2009
Education
Massachusetts Institute of Technology
Bachelor of Science, Major in Finance, Minor in Economics
University of Pennsylvania - The Wharton School
MBA, General Management
Neuberger Berman July 2006 - Present
Skills
Series 7, Series 63, Equity Trading, Equities, Trading
Education
Mount Saint Mary College 2003 — 2005
MBA, Proffessional Financial Planning
Mount Saint Mary College 1998 — 2002
BA, Business Administration
Guilford High School 1994 — 1998
Market76 Inc. September 2013 - Present
Getco LLC June 2009 - June 2012
Neuberger Berman 2008 - 2009
Lehman Brothers Holdings Inc. 1991 - 2008
Skills
Financial Reporting and..., Financial Accounting, Project Management, Finance, Accounting, SEC filings, Fixed Income
Education
Long Island University, C.W. Post Campus 1979 — 1983
Bachelor's degree, Accounting and Finance
Biotek Labs 2012 - Present
The Guardian Life Insurance Company of America 2010 - 2012
Nationwide Financial 2002 - 2009
Kelmoore Investment Company 2001 - 2002
Villanova Capital/Gartmore Investments 1999 - 2001
Neuberger Berman 1996 - 1999
Oppenheimer Funds 1993 - 1996
Morgan Stanley 1989 - 1993
Education
Miami University 1983 — 1987
BS, Marketing
Ascendo Resources August 2015 - Present
PFS Investments December 2014 - August 2015
Ascendo Resources 2015 - 2015
Merrill Lynch October 2011 - April 2013
ONYP, Lda. 2004 - 2011
Schonfeld Securities 2001 - 2003
First New York Securities 1998 - 2001
MD Sass, Resurgent Group 1998 - 1998
SBC Warburg 1997 - 1997
neuberger berman 1996 - 1997
Skills
Alternative Investments, Asset Management, Banking, Capital Markets, Corporate Finance, Derivatives, Equities, Equity Trading, Finance, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Investment Strategies, Hedge Funds, Investments, Mutual Funds, Options, Portfolio Management, Proprietary Trading, Risk Management, Securities, Series 7, Stock Trading, Strategic Financial..., Trading, Valuation, Wealth Management, Series 63, Financial Planning
Education
Manhattan College
BS, Economics & Finance
SpectraWorx, Inc. January 2001 - Present
Riss Design Group January 1995 - December 2000
Neuberger Berman May 1992 - July 1995
Skills
SQL, C#, JavaScript, C, XML, Software Development, Microsoft SQL Server, HTML, .NET, ASP.NET, AngularJS, jQuery, jQuery UI, jQuery Mobile, Web Applications, Mobile Applications, SSIS, SSRS, Dundas Chart, Healthcare Information..., TypeScript, ASP.NET MVC, HTML5, CSS, Information Technology, Information Systems..., Information Architecture
Education
Lehigh University 1985 — 1988
Bachelor of Science (B.S.), Computer Science
Rochester Institute of Technology 1983 — 1985
earned credits toward degree, Computer Science
Neuberger Berman September 2006 - Present
UBS June 2005 - August 2005
Skills
Hedge Funds, Alternative Investments, Valuation, Portfolio Management, Bloomberg, Project Management, Account Reconciliation, Asset Management, Equities
Education
Landmark Education 2013 — 2013
Rutgers University-New Brunswick 2002 — 2006
Bachelor of Arts, Political Science
Rutgers University-New Brunswick 2002 — 2006
Bachelor's degree, Political Science and Government
Neuberger Berman May 2010 - Present
State Street Bank March 2009 - May 2010
State Street November 2005 - March 2009
Sidney Frank Importing Inc., Co. January 2005 - May 2005
Skills
Client Services, Bloomberg, Fixed Income
Education
Marist College 2001 — 2005
BA, Business Administration with Finance and Human Resources
Akorn, Inc April 2015 - Present
Hospira August 2013 - March 2015
Hospira May 2010 - August 2013
Neuberger Berman June 2006 - May 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Equities, Portfolio Management, Private Equity, Bloomberg, Hedge Funds, Due Diligence, Emerging Markets, Equity Research, Investments
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Marquette University 2002 — 2006
B.S., Finance
Relationship Science March 2013 - Present
Bloomberg June 2011 - March 2013
Neuberger Berman May 2010 - June 2011
Neuberger Berman LLC February 2008 - June 2011
KLS Professional July 2006 - July 2007
UBS Financial Services July 2004 - July 2006
Skills
Equities, Fixed Income, Mutual Funds, Investments, Trading, Sales Operations, Sales, Business Planning, Sales Process, Cold Calling, Analysis, Series 7, Teamwork, Building Relationships, Strategic Leadership
Education
Mount Saint Mary's College
Bachelor's degree, Finance
Neuberger Berman June 2007 - Present
Prudential Financial September 1984 - January 2005
Education
Montclair State University 2005 — 2007
Early Childhood Education
Weichert Real Estate School 2004 — 2004
License, Real Estate
Rutgers, The State University of New Jersey-Newark 1985 — 1990
English, Marketing
Roberts Walsh Business School 1982 — 1984
Certification, Administrative Secretarial
Morgan Stanley Wealth Management November 2012 - Present
JP Morgan December 2009 - November 2012
Neuberger Berman November 2006 - December 2009
TempCFO Solutions Inc. January 1999 - November 2006
Whitfield & Johnson June 1998 - November 2006
KPMG December 1993 - May 1998
Skills
Strategy, Start-ups, High Net Worth..., Investment Management, Estate Planning, Business Cycle, Economics, Succession Planning, Employee Stock Options, Portfolio Management, Risk Management, Asset Allocation, Wealth Management...
Education
San Jose State University 1999 — 2002
MS, Taxation
Lee University 1990 — 1992
BS, Accounting and Business Administration
Neuberger Berman AssociateLehman BrothersJune 2007 - September 2008
Education
Princeton Unversity 2006 — 2008
Ph.D., Finance, Financial Engineering, Operations Research
Princeton University 2004 — 2006
M.A., Finance, Financial Engineering, Economics, Operations Research
2000 — 2004
B.S., Mathematics, Industrial Engineering
Neuberger Berman March 1987 - Present
Skills
Fixed Income, Equities, Bloomberg, Mutual Funds, Series 7, Investments, Securities, Wealth Management, Series 63
Education
University of Phoenix 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Long Island University, Brooklyn Campus
Neuberger Berman March 2012 - Present
Education
Marist College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
AllianceBernstein May 2014 - Present
Hartford Investment Management May 2010 - May 2013
Neuberger Berman April 2006 - May 2010
Brown Brothers Harriman July 1989 - April 2006
Skills
Alternative Investments, Fixed Income, Hedge Funds, Bloomberg, Equities, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Asset Managment, Equity Research, Portfolio Management, Securities, Series 7, ETFs, Asset Management, Investments, Trading, Structured Products, Currency, Emerging Markets, Capital Markets, Bonds, Global Macro, Derivatives, Investment Advisory, Series 63, FX Options, Equity Derivatives, Electronic Trading, Valuation, Market Risk, Institutional..., Financial Markets, Options, Portfolio Optimization, Quantitative Analytics, Private Equity, Fund Of Funds, Hedging, Structured Finance, Quantitative Finance, Trading Systems, Interest Rate..., Financial Services, FX trading, Commodity, Investment Banking, Financial Modeling, FX Trading
Education
New York University, Stern School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.0
Montclair State University 1984 — 1988
Bachelor of Arts (BA), Economics, 3.0
Neuberger Berman October 2006 - Present
ABN AMRO Asset Management 2004 - 2006
Phoenix Investment Partners 2000 - 2004
Skills
Presentations, Microsoft Excel, Fixed Income, Institutional Investors
Education
Loyola University of Chicago 2001 — 2004
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Science (BS), Business Administration
Neuberger Berman 2005 - 2008
Neuberger Berman 2003 - 2005
Avatar Associates 1999 - 2003
Deutsche Bank 1995 - 1998
Alliance Capital Management 1986 - 1994
Education
Muhlenberg College 1979 — 1983
Bachelor of Arts (B.A.), History
Neuberger Berman 2007 - Present
Lehman Brothers 2004 - 2007
Neuberger Berman November 1998 - June 2004
Dime Savings Bank February 1998 - November 1998
Skills
Proficient in Microsoft...
Education
Mount Saint Mary College 1993 — 1997
Bachelor's of Science, Business Administration, Management and Operations
Self Employed August 2010 - Present
Neuberger Berman May 1998 - April 2010
Neuberger Berman October 1997 - May 1998
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Administrative Assistant, Proficient Typing Skills, Customer Service, Filing
Education
Monroe College
Associate of Science (A.S.), Computer Science
Optiver November 2014 - Present
Newedge December 2013 - November 2014
Neuberger Berman March 2013 - June 2013
Merrill Lynch October 2010 - December 2012
Deutsche Bank October 2008 - September 2010
Education
Keele University 2005 — 2008
Bachelor of Science (BSc), Economics
Neuberger Berman 2011 - Present
Barclays Investment Bank 2010 - 2011
BNY Mellon 2007 - 2010
Education
Loyola University Maryland 2003 — 2007
Bachelor of Business Administration (B.B.A.)