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
Trevor Sergison Trevor Sergison's Neuberger Berman Experience August 2009 - February 2013
Job Google for Work
Industry Internet
Experience
Google February 2013 - Present
Neuberger Berman August 2009 - February 2013
Lehman Brothers May 2008 - August 2009
Skills
FATCA, Transfer Pricing, FBAR, Bloomberg, Financial Modeling, Tax, Sales Tax, Economics, Economic Development, SAP, OneSource, Spanish, Checkpoint, Microsoft Excel, Microsoft Office, Microsoft Word
Education
New York University 2006 — 2009
Bachelor's degree, Economic Policy, Business, Spanish & Latin American Literatures & Cultures
Sayville High School 2002 — 2006
Google February 2013 - Present
Neuberger Berman August 2009 - February 2013
Lehman Brothers May 2008 - August 2009
Skills
FATCA, Transfer Pricing, FBAR, Bloomberg, Financial Modeling, Tax, Sales Tax, Economics, Economic Development, SAP, OneSource, Spanish, Checkpoint, Microsoft Excel, Microsoft Office, Microsoft Word
Education
New York University 2006 — 2009
Bachelor's degree, Economic Policy, Business, Spanish & Latin American Literatures & Cultures
Sayville High School 2002 — 2006
Alexandra Schroeder Alexandra Schroeder's Neuberger Berman Experience May 2015 - Present
Job Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2015 - Present
Neuberger Berman January 2014 - June 2014
MFS Investment Management January 2013 - December 2013
Oxford Immunotec July 2012 - August 2012
Pioneer Investments January 2012 - June 2012
Oxford Immunotec June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Finance, Financial Analysis, Data Analysis, Microsoft Office, Social Media
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration, Finance
University of Sydney 2014 — 2014
Dover-Sherborn Regional High School 2006 — 2010
Neuberger Berman May 2015 - Present
Neuberger Berman January 2014 - June 2014
MFS Investment Management January 2013 - December 2013
Oxford Immunotec July 2012 - August 2012
Pioneer Investments January 2012 - June 2012
Oxford Immunotec June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Finance, Financial Analysis, Data Analysis, Microsoft Office, Social Media
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration, Finance
University of Sydney 2014 — 2014
Dover-Sherborn Regional High School 2006 — 2010
Louis Dietchweiler Louis Dietchweiler's Neuberger Berman Experience June 2014 - September 2014
Job Business Analyst at Capital One
Industry Financial Services
Experience
Capital One July 2015 - Present
Northwestern University Dance Marathon April 2014 - April 2015
Merrill Lynch September 2014 - February 2015
Neuberger Berman June 2014 - September 2014
DiMeo Schneider & Associates April 2014 - June 2014
Northwestern University October 2011 - March 2014
herematch June 2013 - August 2013
University of Illinois Chicago Labs June 2009 - August 2010
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, English, Financial Analysis, Public Speaking, Social Media, Teamwork
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics, Business Institutions
Capital One July 2015 - Present
Northwestern University Dance Marathon April 2014 - April 2015
Merrill Lynch September 2014 - February 2015
Neuberger Berman June 2014 - September 2014
DiMeo Schneider & Associates April 2014 - June 2014
Northwestern University October 2011 - March 2014
herematch June 2013 - August 2013
University of Illinois Chicago Labs June 2009 - August 2010
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, English, Financial Analysis, Public Speaking, Social Media, Teamwork
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics, Business Institutions
Elizabeth Tierney Elizabeth Tierney's Neuberger Berman Experience July 2010 - February 2015
Job Senior Sales Associate Neuberger Berman Wealth Management
Industry Financial Services
Experience
Neuberger Berman July 2010 - February 2015
Barclays Wealth September 2008 - July 2010
Lehman Brothers June 2006 - September 2008
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Equities, series 66, Alternative Investments, Financial Analysis, Investments, Mutual Funds
Education
Northeastern University 2001 — 2006
Bachelor's of Science in Business Administration, Finance and Marketing
Neuberger Berman July 2010 - February 2015
Barclays Wealth September 2008 - July 2010
Lehman Brothers June 2006 - September 2008
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Equities, series 66, Alternative Investments, Financial Analysis, Investments, Mutual Funds
Education
Northeastern University 2001 — 2006
Bachelor's of Science in Business Administration, Finance and Marketing
Rachel Lares Jamieson Rachel Lares Jamieson's Neuberger Berman Experience May 2010 - February 2012
Job Volunteer at Prison Education Project
Industry Philanthropy
Experience
Prison Education Project October 2013 - Present
AG Strategies June 2013 - September 2013
JPMorgan Chase June 2012 - September 2012
Neuberger Berman May 2010 - February 2012
DESCUA (Development and Sustainability for Guatemala) March 2010 - August 2010
Democratic Senatorial Campaign Committee January 2010 - May 2010
Judy Chu for Congress May 2009 - August 2009
Skills
Spanish, Non-profits, Social Media, Editing, Research
Education
New York University 2008 — 2012
Bachelor of Arts (B.A.), Latin American Studies and Political Science
Monrovia High School
Prison Education Project October 2013 - Present
AG Strategies June 2013 - September 2013
JPMorgan Chase June 2012 - September 2012
Neuberger Berman May 2010 - February 2012
DESCUA (Development and Sustainability for Guatemala) March 2010 - August 2010
Democratic Senatorial Campaign Committee January 2010 - May 2010
Judy Chu for Congress May 2009 - August 2009
Skills
Spanish, Non-profits, Social Media, Editing, Research
Education
New York University 2008 — 2012
Bachelor of Arts (B.A.), Latin American Studies and Political Science
Monrovia High School
Ryan McNaughton Ryan McNaughton's Neuberger Berman Experience November 2014 - Present
Job Operations Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman November 2014 - Present
U.S. Bank May 2014 - November 2014
U.S. Bank June 2013 - May 2014
Robert Half Finance & Accounting November 2012 - June 2013
Robert Half Finance & Accounting August 2012 - October 2012
Covenant Trust Company January 2012 - March 2012
Skills
Microsoft Excel, Analytics, Accounting, Financial Analysis, Microsoft Word, PowerPoint, Morningstar, Auditing, Microsoft Office, Leadership, Access, Outlook, Data Entry, Portfolio Management
Education
North Park University 2008 — 2012
Bachelor of Science (BS), Business/Managerial Economics
Neuberger Berman November 2014 - Present
U.S. Bank May 2014 - November 2014
U.S. Bank June 2013 - May 2014
Robert Half Finance & Accounting November 2012 - June 2013
Robert Half Finance & Accounting August 2012 - October 2012
Covenant Trust Company January 2012 - March 2012
Skills
Microsoft Excel, Analytics, Accounting, Financial Analysis, Microsoft Word, PowerPoint, Morningstar, Auditing, Microsoft Office, Leadership, Access, Outlook, Data Entry, Portfolio Management
Education
North Park University 2008 — 2012
Bachelor of Science (BS), Business/Managerial Economics
Conner Stone Conner Stone's Neuberger Berman Experience June 2014 - Present
Job Senior Financial Reporting Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2014 - Present
RECARO Aircraft Seating July 2013 - June 2014
Recaro Aircraft Seating February 2011 - July 2013
Oklahoma State University January 2008 - December 2010
Snuffer's 2007 - 2008
Skills
Budgets, Risk Management, PowerPoint, Microsoft Office, Process Improvement, Microsoft Excel, Account Reconciliation, Aviation, Customer Service, Forecasting, Financial Reporting, Analysis, Project Planning, Aerospace, Access, SAP, Customer Satisfaction, Finance, Cost Accounting
Education
Oklahoma State University 2008 — 2010
Bachelor of Science (BS), Finance, General
Neuberger Berman June 2014 - Present
RECARO Aircraft Seating July 2013 - June 2014
Recaro Aircraft Seating February 2011 - July 2013
Oklahoma State University January 2008 - December 2010
Snuffer's 2007 - 2008
Skills
Budgets, Risk Management, PowerPoint, Microsoft Office, Process Improvement, Microsoft Excel, Account Reconciliation, Aviation, Customer Service, Forecasting, Financial Reporting, Analysis, Project Planning, Aerospace, Access, SAP, Customer Satisfaction, Finance, Cost Accounting
Education
Oklahoma State University 2008 — 2010
Bachelor of Science (BS), Finance, General
Alexander Christian Alexander Christian's Neuberger Berman Experience December 2014 - June 2015
Job Financial Services Intern at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman December 2014 - June 2015
Northwestern University May 2014 - June 2015
Northwestern University December 2013 - June 2015
AMIDEAST July 2013 - September 2013
Northwestern University September 2012 - January 2013
Struble Theater Company May 2012 - November 2012
Outpost Winery June 2012 - September 2012
Northwestern University September 2011 - June 2012
Skills
Microsoft Office, Event Planning, Social Media, PowerPoint, Research, Microsoft Excel, Public Speaking, Social Networking, Leadership, Editing, Microsoft Word, Event Management, Customer Service, Data Analysis, Facebook, Management, Cascade Server, Sibel, Investments, Portfolio Management, Alternative Investments
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Political Science, Political Economy, Graduated June, 2015
Neuberger Berman December 2014 - June 2015
Northwestern University May 2014 - June 2015
Northwestern University December 2013 - June 2015
AMIDEAST July 2013 - September 2013
Northwestern University September 2012 - January 2013
Struble Theater Company May 2012 - November 2012
Outpost Winery June 2012 - September 2012
Northwestern University September 2011 - June 2012
Skills
Microsoft Office, Event Planning, Social Media, PowerPoint, Research, Microsoft Excel, Public Speaking, Social Networking, Leadership, Editing, Microsoft Word, Event Management, Customer Service, Data Analysis, Facebook, Management, Cascade Server, Sibel, Investments, Portfolio Management, Alternative Investments
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Political Science, Political Economy, Graduated June, 2015
Anthony DiSalvo, CFA Anthony DiSalvo, CFA's Neuberger Berman Experience March 2013 - Present
Job Hedge Fund Accountant at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman March 2013 - Present
Neuberger Berman July 2008 - March 2013
Neuberger Berman July 2007 - December 2007
MFS Investment Management July 2006 - December 2006
Skills
Equities, Asset Managment, Financial Analysis, Fixed Income, Bloomberg, Hedge Funds, Securities, Alternative Investments, Mutual Funds, Portfolio Management, Bloomberg Terminal, Derivatives, Middle Office
Education
Northeastern University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Don Bosco Preparatory High School 1999 — 2003
Neuberger Berman March 2013 - Present
Neuberger Berman July 2008 - March 2013
Neuberger Berman July 2007 - December 2007
MFS Investment Management July 2006 - December 2006
Skills
Equities, Asset Managment, Financial Analysis, Fixed Income, Bloomberg, Hedge Funds, Securities, Alternative Investments, Mutual Funds, Portfolio Management, Bloomberg Terminal, Derivatives, Middle Office
Education
Northeastern University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Don Bosco Preparatory High School 1999 — 2003
Gaurav Raicha Gaurav Raicha's Neuberger Berman Experience 2013 - 2013
Job Client Delivery Manager/ Program Manager
Industry Information Technology and Services
Experience
PayPal September 2013 - Present
Syntel March 2011 - Present
Neuberger Berman 2013 - 2013
Jefferies & Company 2012 - 2013
Citi 2011 - 2013
Jefferies & Company 2012 - 2012
Syntel March 2010 - March 2011
American Express 2006 - 2010
Skills
SDLC, Business Analysis, Software Project..., Global Delivery, Requirements Analysis, PMP, Vendor Management, Program Management, Pre-sales, Resource Management, Data Warehousing, Requirements Gathering, IT Strategy, Solution Architecture, Leadership, Agile Methodologies, Enterprise Architecture, Business Intelligence, PMO
Education
National Institute of Technology Karnataka 1996 — 2000
Bachelor of Engineering (BE), Electrical and Electronics Engineering
PayPal September 2013 - Present
Syntel March 2011 - Present
Neuberger Berman 2013 - 2013
Jefferies & Company 2012 - 2013
Citi 2011 - 2013
Jefferies & Company 2012 - 2012
Syntel March 2010 - March 2011
American Express 2006 - 2010
Skills
SDLC, Business Analysis, Software Project..., Global Delivery, Requirements Analysis, PMP, Vendor Management, Program Management, Pre-sales, Resource Management, Data Warehousing, Requirements Gathering, IT Strategy, Solution Architecture, Leadership, Agile Methodologies, Enterprise Architecture, Business Intelligence, PMO
Education
National Institute of Technology Karnataka 1996 — 2000
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Linda Brennan's Neuberger Berman Experience April 2003 - October 2010
Job Portfolio / Wealth Management
Industry Investment Management
Experience
City National Bank July 2013 - 2014
Neuberger Berman April 2003 - October 2010
Lehman Brothers July 2003 - May 2009
ETG LLC (currently Schonfeld Group Holdings) October 1999 - January 2003
M&T Bank (Keystone Financial) 1993 - 1997
PaineWebber 1996 - 1996
Skills
Equities, Fixed Income, Capital Markets, Portfolio Management, Investment Advisory, Equity Trading, Portfolio and Market..., Registered Investment..., Maintaining Strong..., High Net Worth..., Strengthening Troubled..., Client Relations Skills, Client Account..., Account Management, Regulatory Requirements, Marketing Strategy, Asset Managment, Strengthening Client..., Asset Management, Cash Management, Relationship Management, Long-term Customer..., Change Management, Leadership, Trading Systems, Electronic Trading, Trading Strategies, Proprietary Trading, Investment Strategies, Presentations, Marketing, Risk Management, Series 7, Investment Management, Asset Allocation, Mutual Funds, Series 63, Securities, ETFs, Wealth Management, Equity Research, Investments, Private Banking, Technical Analysis, Trading, Finance, CRM
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 1999
Bachelors of Science (BS)
Pace University - Lubin School of Business 2012 — 2013
Financial Planning Certificate Program
City National Bank July 2013 - 2014
Neuberger Berman April 2003 - October 2010
Lehman Brothers July 2003 - May 2009
ETG LLC (currently Schonfeld Group Holdings) October 1999 - January 2003
M&T Bank (Keystone Financial) 1993 - 1997
PaineWebber 1996 - 1996
Skills
Equities, Fixed Income, Capital Markets, Portfolio Management, Investment Advisory, Equity Trading, Portfolio and Market..., Registered Investment..., Maintaining Strong..., High Net Worth..., Strengthening Troubled..., Client Relations Skills, Client Account..., Account Management, Regulatory Requirements, Marketing Strategy, Asset Managment, Strengthening Client..., Asset Management, Cash Management, Relationship Management, Long-term Customer..., Change Management, Leadership, Trading Systems, Electronic Trading, Trading Strategies, Proprietary Trading, Investment Strategies, Presentations, Marketing, Risk Management, Series 7, Investment Management, Asset Allocation, Mutual Funds, Series 63, Securities, ETFs, Wealth Management, Equity Research, Investments, Private Banking, Technical Analysis, Trading, Finance, CRM
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 1999
Bachelors of Science (BS)
Pace University - Lubin School of Business 2012 — 2013
Financial Planning Certificate Program
Julianna Michael, CFA Julianna Michael, CFA's Neuberger Berman Experience April 2011 - Present
Job Trading/Investor Relations at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2011 - Present
Fidelity November 2009 - April 2011
Morgan Stanley Prime Brokerage July 2008 - December 2008
Wellington Management January 2007 - June 2007
Skills
Trading, Options, Equities, Banking, Financial Services, Portfolio Management, Financial Risk, Analysis, FX Options, Series 7
Education
Northeastern University 2004 — 2009
Neuberger Berman April 2011 - Present
Fidelity November 2009 - April 2011
Morgan Stanley Prime Brokerage July 2008 - December 2008
Wellington Management January 2007 - June 2007
Skills
Trading, Options, Equities, Banking, Financial Services, Portfolio Management, Financial Risk, Analysis, FX Options, Series 7
Education
Northeastern University 2004 — 2009
Alpesh Shah, PMP, CSM, Six Sigma Green Belt Alpesh Shah, PMP, CSM, Six Sigma Green Belt's Neuberger Berman Experience March 2007 - Present
Job Assistant Vice President
Industry Financial Services
Experience
Neuberger Berman March 2007 - Present
Swiss Re April 2001 - December 2006
Global Consultants, Inc. (GCI) / Collabera May 1999 - March 2001
Tata Unisys / Tata Infotech Ltd / TCS July 1996 - April 1999
Image Computer Systems (PVT) LTD June 1993 - June 1996
SAINATH Computers Consultancy December 1992 - May 1993
Skills
SDLC, PMP, Software Project..., Business Analysis, Vendor Management, Process Improvement, Agile-Scrum Project..., Team Leadership &..., Risk Management, Six-Sigma, Requirements Analysis, Project Planning, Software Documentation, Project Delivery, User Acceptance Testing, Requirements Gathering, MS Project, Business Process..., Project Management, Business Intelligence, JIRA, Integration, Management, Data Warehousing, IT Strategy, Leadership, Program Management
Education
Narsee Monjee Institute of Management Studies 1997 — 1998
Diploma in Business Management (DBM), Business Management
Walchand Institute of Technology 1988 — 1992
Bachelor of Engineering (BEng), Computer Science
Neuberger Berman March 2007 - Present
Swiss Re April 2001 - December 2006
Global Consultants, Inc. (GCI) / Collabera May 1999 - March 2001
Tata Unisys / Tata Infotech Ltd / TCS July 1996 - April 1999
Image Computer Systems (PVT) LTD June 1993 - June 1996
SAINATH Computers Consultancy December 1992 - May 1993
Skills
SDLC, PMP, Software Project..., Business Analysis, Vendor Management, Process Improvement, Agile-Scrum Project..., Team Leadership &..., Risk Management, Six-Sigma, Requirements Analysis, Project Planning, Software Documentation, Project Delivery, User Acceptance Testing, Requirements Gathering, MS Project, Business Process..., Project Management, Business Intelligence, JIRA, Integration, Management, Data Warehousing, IT Strategy, Leadership, Program Management
Education
Narsee Monjee Institute of Management Studies 1997 — 1998
Diploma in Business Management (DBM), Business Management
Walchand Institute of Technology 1988 — 1992
Bachelor of Engineering (BEng), Computer Science
lina garanina lina garanina's Neuberger Berman Experience January 2012 - Present
Job ISDA Negotiator at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
Barclays Capital June 2012 - Present
Neuberger Berman January 2012 - Present
Credit Suisse June 2011 - January 2012
Sotheby's June 2010 - June 2011
Christie's August 2008 - December 2009
Barclays October 2006 - August 2007
Citigroup 2004 - 2006
Education
Christie's 2008 — 2009
MA, Art Business
Pace University - Lubin School of Business 2000 — 2004
BBA, Finance
New York University
Graduate Certificate, Financial Analysis
Bank of America Merrill Lynch October 2014 - Present
Barclays Capital June 2012 - Present
Neuberger Berman January 2012 - Present
Credit Suisse June 2011 - January 2012
Sotheby's June 2010 - June 2011
Christie's August 2008 - December 2009
Barclays October 2006 - August 2007
Citigroup 2004 - 2006
Education
Christie's 2008 — 2009
MA, Art Business
Pace University - Lubin School of Business 2000 — 2004
BBA, Finance
New York University
Graduate Certificate, Financial Analysis
Sharlene Santercole Sharlene Santercole's Neuberger Berman Experience June 1997 - June 2005
Job Vice President, Training Services at Pershing
Industry Financial Services
Experience
Pershing October 2009 - Present
Pershing December 2006 - October 2009
Neuberger Berman June 1997 - June 2005
Neuberger Berman January 1996 - May 1997
Neuberger Berman February 1991 - November 1995
Skills
Trading, Series 7, Series 63, Account Management, Equities, Training, series 55, Securities, CRM, Fixed Income, FINRA, Mutual Funds, Financial Services
Education
Niagara University 1986 — 1990
BS Commerce, Marketing
Pershing October 2009 - Present
Pershing December 2006 - October 2009
Neuberger Berman June 1997 - June 2005
Neuberger Berman January 1996 - May 1997
Neuberger Berman February 1991 - November 1995
Skills
Trading, Series 7, Series 63, Account Management, Equities, Training, series 55, Securities, CRM, Fixed Income, FINRA, Mutual Funds, Financial Services
Education
Niagara University 1986 — 1990
BS Commerce, Marketing
Katya Lazen Katya Lazen's Neuberger Berman Experience 2001 - 2004
Job Information Security at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 2012 - Present
Citi October 2010 - March 2012
Barclays Capital September 2008 - September 2010
Lehman Brothers 2004 - 2008
Neuberger Berman 2001 - 2004
SIAC 1998 - 2001
Skills
Management
Education
New York University - Polytechnic School of Engineering
BS, Computer Science
New York University's Polytechnic Institute
MS, Management of Technology
Goldman Sachs April 2012 - Present
Citi October 2010 - March 2012
Barclays Capital September 2008 - September 2010
Lehman Brothers 2004 - 2008
Neuberger Berman 2001 - 2004
SIAC 1998 - 2001
Skills
Management
Education
New York University - Polytechnic School of Engineering
BS, Computer Science
New York University's Polytechnic Institute
MS, Management of Technology
Gopal Gantayat's Neuberger Berman Experience May 2006 - March 2012
Job Digital Marketing Consultant, Portfolio Manager
Industry Marketing and Advertising
Experience
The Free Investors March 2012 - Present
Digital Marketing 2012 - Present
Neuberger Berman May 2006 - March 2012
Cognizant Technology Solutions June 2000 - May 2006
Sonata Software Ltd. January 1999 - May 2000
Skills
Lead Generation, PPC, SEO, Facebook Marketing, Web Development, Business Analysis, Project Management, Equity Valuation, Equities, Equity Research, Industry Analysis, Valuation, Investment Banking, Portfolio Management, Competitive Analysis, SDLC, Vendor Management, Investments, Analysis, Start-ups, Hedge Funds, New Business Development, Capital Markets, Fixed Income, Management, Social Media
Education
New York University - Leonard N. Stern School of Business
MBA
Xavier Institute of Management
PGDM
National Institute of Technology Surat
BE
The Free Investors March 2012 - Present
Digital Marketing 2012 - Present
Neuberger Berman May 2006 - March 2012
Cognizant Technology Solutions June 2000 - May 2006
Sonata Software Ltd. January 1999 - May 2000
Skills
Lead Generation, PPC, SEO, Facebook Marketing, Web Development, Business Analysis, Project Management, Equity Valuation, Equities, Equity Research, Industry Analysis, Valuation, Investment Banking, Portfolio Management, Competitive Analysis, SDLC, Vendor Management, Investments, Analysis, Start-ups, Hedge Funds, New Business Development, Capital Markets, Fixed Income, Management, Social Media
Education
New York University - Leonard N. Stern School of Business
MBA
Xavier Institute of Management
PGDM
National Institute of Technology Surat
BE
Giancarlo Conti Giancarlo Conti's Neuberger Berman Experience January 2014 - Present
Job Product Management at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2014 - Present
Neuberger Berman May 2012 - December 2013
Neuberger Berman June 2010 - May 2012
Neuberger Berman June 2009 - August 2009
Citi July 2007 - August 2007
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance
Neuberger Berman January 2014 - Present
Neuberger Berman May 2012 - December 2013
Neuberger Berman June 2010 - May 2012
Neuberger Berman June 2009 - August 2009
Citi July 2007 - August 2007
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance
Alex Milner Alex Milner's Neuberger Berman Experience July 2012 - Present
Job VP at Neuberger Berman
Industry Capital Markets
Experience
Neuberger Berman July 2012 - Present
Barclays Capital September 2010 - July 2012
Barclays Capital September 2008 - September 2010
Lehman Brothers July 2005 - September 2008
Citibank June 2002 - June 2005
Skills
Financial Analysis, Financial Reporting, Revenue Forecasting, Budget Process, Fixed Income, Capital Markets, Investment Banking, Asset Managment
Education
Pace University 1996 — 2000
BBA, Finance
Neuberger Berman July 2012 - Present
Barclays Capital September 2010 - July 2012
Barclays Capital September 2008 - September 2010
Lehman Brothers July 2005 - September 2008
Citibank June 2002 - June 2005
Skills
Financial Analysis, Financial Reporting, Revenue Forecasting, Budget Process, Fixed Income, Capital Markets, Investment Banking, Asset Managment
Education
Pace University 1996 — 2000
BBA, Finance
Tamara Christine Tamara Christine's Neuberger Berman Experience December 2010 - January 2011
Job Financial Services Professional
Industry Financial Services
Experience
Neuberger Berman December 2010 - January 2011
Barclays Wealth and Investment Management September 2008 - December 2010
Lehman Brothers August 2008 - September 2008
Skills
Proficiency in the use...
Education
SUNY Empire State College 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Entrepreneurial and Small Business Operations
Nassau Community College 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Retail Management
Neuberger Berman December 2010 - January 2011
Barclays Wealth and Investment Management September 2008 - December 2010
Lehman Brothers August 2008 - September 2008
Skills
Proficiency in the use...
Education
SUNY Empire State College 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Entrepreneurial and Small Business Operations
Nassau Community College 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Retail Management
Farhad Assari Farhad Assari's Neuberger Berman Experience 2000 - 2002
Job Senior Global Financial & Business Management Executive
Industry Financial Services
Experience
Investrust 2007 - Present
Morgan Stanley Private Wealth Management 2007 - 2008
HSBC Private Bank 2005 - 2007
Investrust LLC 2002 - 2005
Neuberger Berman 2000 - 2002
Citibank 1998 - 2000
Citibank 1995 - 1998
M. H. Alshaya Co. 1991 - 1995
Bankers Trust Company 1985 - 1991
Skills
Private Equity, Executive Management, Venture Capital, Mergers, Due Diligence, Risk Management, Entrepreneurship, Investments, Investment Banking, Strategy, Business Strategy, Start-ups, Emerging Markets, Business Planning, Mergers & Acquisitions, Portfolio Management, Valuation, Corporate Finance, Wealth Management, Business Development, Financial Analysis, Management, Corporate Development, Financial Modeling, Restructuring, Asset Management, Capital Markets
Education
Wharton School, University of Pennsylvania 1983 — 1985
Master of Business Administration (MBA), Investments and Securities, Graduated with Distinction
New York University 1978 — 1982
Bachelor of Science (BS), Finance, General, Magna Cum Laude - 3.96 average in Finance
Investrust 2007 - Present
Morgan Stanley Private Wealth Management 2007 - 2008
HSBC Private Bank 2005 - 2007
Investrust LLC 2002 - 2005
Neuberger Berman 2000 - 2002
Citibank 1998 - 2000
Citibank 1995 - 1998
M. H. Alshaya Co. 1991 - 1995
Bankers Trust Company 1985 - 1991
Skills
Private Equity, Executive Management, Venture Capital, Mergers, Due Diligence, Risk Management, Entrepreneurship, Investments, Investment Banking, Strategy, Business Strategy, Start-ups, Emerging Markets, Business Planning, Mergers & Acquisitions, Portfolio Management, Valuation, Corporate Finance, Wealth Management, Business Development, Financial Analysis, Management, Corporate Development, Financial Modeling, Restructuring, Asset Management, Capital Markets
Education
Wharton School, University of Pennsylvania 1983 — 1985
Master of Business Administration (MBA), Investments and Securities, Graduated with Distinction
New York University 1978 — 1982
Bachelor of Science (BS), Finance, General, Magna Cum Laude - 3.96 average in Finance
Jamie Daul's Neuberger Berman Experience December 2008 - March 2012
Job Vice President at Kramer Van Kirk Credit Strategies
Industry Financial Services
Experience
Kramer Van Kirk Credit Strategies April 2012 - Present
Neuberger Berman December 2008 - March 2012
Lehman Brothers May 2008 - December 2008
Skills
Asset Managment, Financial Analysis, Fixed Income, High Yield, Financial Modeling, Valuation, Relative Value, Series 7, Corporate Finance, Asset Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign
BS, Finance
Kramer Van Kirk Credit Strategies April 2012 - Present
Neuberger Berman December 2008 - March 2012
Lehman Brothers May 2008 - December 2008
Skills
Asset Managment, Financial Analysis, Fixed Income, High Yield, Financial Modeling, Valuation, Relative Value, Series 7, Corporate Finance, Asset Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign
BS, Finance
David Salzman's Neuberger Berman Experience May 2012 - June 2012
Job Analytics Generalist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2015 - Present
Backyard Sports July 2015 - August 2015
UBS Global Asset Management June 2014 - August 2014
ISI Group July 2013 - August 2013
Neuberger Berman May 2012 - June 2012
Skills
Market Research, Finance, Business Strategy, Microsoft Excel, Final Cut Pro, Microsoft Office, Report Writing, Social Media, Canon Cameras, Digital Cameras, Technical Analysis, Marketing, Film Analysis, Product Development, Mutual Funds, Hedge Funds, Alternative Investments, Morningstar, Asset Management, Leadership, PowerPoint, Research
Education
Muhlenberg College 2011 — 2015
Bachelor of Arts (B.A.), Finance & International Business, Film Studies Minor, Senior
Maastricht University - School of Business & Economics (SBE) 2013 — 2013
International Business and Economics
NYU - Tisch School of the Arts 2012 — 2012
Film and Television Production
The Masters School 2008 — 2011
High School
Scarsdale High School
Bloomberg LP August 2015 - Present
Backyard Sports July 2015 - August 2015
UBS Global Asset Management June 2014 - August 2014
ISI Group July 2013 - August 2013
Neuberger Berman May 2012 - June 2012
Skills
Market Research, Finance, Business Strategy, Microsoft Excel, Final Cut Pro, Microsoft Office, Report Writing, Social Media, Canon Cameras, Digital Cameras, Technical Analysis, Marketing, Film Analysis, Product Development, Mutual Funds, Hedge Funds, Alternative Investments, Morningstar, Asset Management, Leadership, PowerPoint, Research
Education
Muhlenberg College 2011 — 2015
Bachelor of Arts (B.A.), Finance & International Business, Film Studies Minor, Senior
Maastricht University - School of Business & Economics (SBE) 2013 — 2013
International Business and Economics
NYU - Tisch School of the Arts 2012 — 2012
Film and Television Production
The Masters School 2008 — 2011
High School
Scarsdale High School
Kelly Corwin's Neuberger Berman Experience October 2014 - Present
Job Event Coordinator at Neuberger Berman
Industry Public Relations and Communications
Experience
Neuberger Berman October 2014 - Present
Bormioli Rocco August 2013 - July 2015
SUNY Oswego Alumni Office January 2013 - May 2013
Safe Haven Museum and Education Center August 2012 - December 2012
SUNY Oswego Transfer Services May 2012 - August 2012
Skills
Marketing Communications, Public Relations, Marketing, Social Media, Marketing Strategy, Market Research
Education
New York University 2013 — 2015
Masters in Public Relations and Corporate Communication
State University of New York College at Oswego 2009 — 2013
Bachelor's of Arts and Science, Public Relations and Accounting
Neuberger Berman October 2014 - Present
Bormioli Rocco August 2013 - July 2015
SUNY Oswego Alumni Office January 2013 - May 2013
Safe Haven Museum and Education Center August 2012 - December 2012
SUNY Oswego Transfer Services May 2012 - August 2012
Skills
Marketing Communications, Public Relations, Marketing, Social Media, Marketing Strategy, Market Research
Education
New York University 2013 — 2015
Masters in Public Relations and Corporate Communication
State University of New York College at Oswego 2009 — 2013
Bachelor's of Arts and Science, Public Relations and Accounting
Edward Santos Edward Santos's Neuberger Berman Experience 2010 - 2012
Job Special Projects at New York City Department of Education
Industry Management Consulting
Experience
NYC Department of Education 2012 - Present
Santos 2013 2012 - 2013
Neuberger Berman 2010 - 2012
Math for America 2009 - 2010
Teach For America 2007 - 2009
Lehman Brothers July 2008 - August 2008
Time Inc. June 2006 - September 2006
University of Michigan Surveys of Consumers 2006 - 2006
Frankfurter General Zeitung Group of Companies 2005 - 2006
University of Michigan / Shanghai General Motors 2003 - 2004
Skills
Social Media, Data Analysis, Research, Teaching, Non-profits, Community Outreach, Nonprofits, Qualitative Research, Policy Analysis, Grant Writing, Public Policy, Program Development, Program Management
Education
University of Michigan 2003 — 2007
Bachelor of Science, Statistics
Pace University 2007 — 2009
Master of Science, Secondary Mathematics Education
NYC Department of Education 2012 - Present
Santos 2013 2012 - 2013
Neuberger Berman 2010 - 2012
Math for America 2009 - 2010
Teach For America 2007 - 2009
Lehman Brothers July 2008 - August 2008
Time Inc. June 2006 - September 2006
University of Michigan Surveys of Consumers 2006 - 2006
Frankfurter General Zeitung Group of Companies 2005 - 2006
University of Michigan / Shanghai General Motors 2003 - 2004
Skills
Social Media, Data Analysis, Research, Teaching, Non-profits, Community Outreach, Nonprofits, Qualitative Research, Policy Analysis, Grant Writing, Public Policy, Program Development, Program Management
Education
University of Michigan 2003 — 2007
Bachelor of Science, Statistics
Pace University 2007 — 2009
Master of Science, Secondary Mathematics Education
Lori Joe's Neuberger Berman Experience October 2003 - June 2004
Job Project Analyst Global Sales Training & Enablement
Industry Financial Services
Experience
American Express March 2015 - Present
Dabar Bethlehem Cathedral April 2012 - Present
American Express January 2005 - March 2015
Neuberger Berman October 2003 - June 2004
Skills
Payroll, Adobe Acrobat, Organization &..., Concur, Public Speaking, Coordination, Privacy Policies, Travel & Expense Policy, Business Travel, Expense Management, PowerPoint, PeopleSoft, Recruiting, Executive Support, Lotus Notes, Human Resources, Teamwork, Travel Management, Administrative..., Invoicing, Spreadsheets, Employee Relations, Office Administration, Analysis, Leadership, Meeting Planning, Time Management, Expenses, Management, Interviews, Data Analysis, Organizational..., Customer Service, Training, Employee Training, Research, Strategic Planning, Travel Arrangements, Process Improvement, Data Entry, Vendor Management, Access, Performance Management, Process Scheduler, Call Centers, Relationship Management, Administrative..., Travel Planning, Strategy, Program Management
Education
New York University 2014 — 2015
Master of Business Administration (M.B.A.), Global Talent Management
New York University 2011 — 2014
Bachelor’s Degree, Organizational Behavior Studies, 3.65
American Express March 2015 - Present
Dabar Bethlehem Cathedral April 2012 - Present
American Express January 2005 - March 2015
Neuberger Berman October 2003 - June 2004
Skills
Payroll, Adobe Acrobat, Organization &..., Concur, Public Speaking, Coordination, Privacy Policies, Travel & Expense Policy, Business Travel, Expense Management, PowerPoint, PeopleSoft, Recruiting, Executive Support, Lotus Notes, Human Resources, Teamwork, Travel Management, Administrative..., Invoicing, Spreadsheets, Employee Relations, Office Administration, Analysis, Leadership, Meeting Planning, Time Management, Expenses, Management, Interviews, Data Analysis, Organizational..., Customer Service, Training, Employee Training, Research, Strategic Planning, Travel Arrangements, Process Improvement, Data Entry, Vendor Management, Access, Performance Management, Process Scheduler, Call Centers, Relationship Management, Administrative..., Travel Planning, Strategy, Program Management
Education
New York University 2014 — 2015
Master of Business Administration (M.B.A.), Global Talent Management
New York University 2011 — 2014
Bachelor’s Degree, Organizational Behavior Studies, 3.65
Denise Dlugozima Denise Dlugozima's Neuberger Berman Experience September 1996 - June 1999
Job Director Head of Client Services at Burnham Securities Inc.
Industry Financial Services
Experience
Burnham Asset Management July 2014 - Present
Revere Capital Advisors January 2013 - July 2014
UBP Asset Management March 2010 - December 2012
UBP Asset Management March 2009 - March 2010
UBP Asset Management September 2007 - March 2008
UBP Asset Management September 2007 - March 2008
Arden Asset Management May 2001 - September 2007
United Media June 1999 - May 2001
Neuberger Berman September 1996 - June 1999
ANN INC. May 1996 - March 1997
Skills
Marketing Communications, Business Reporting, Asset Management, Investor Relations, Customer Relations, Fund Of Funds, Alternative Investments, Marketing Strategy, Excel, PowerPoint, Team Leadership, Event Management, Strategic Planning, Budgeting, Marketing Management, Market Planning, High Net Worth..., Institutional Clients, Microsoft Excel, MS Project, Multiple project..., Marketing event planning, Emerging Managers, Research Operations, Hedge Funds, Marketing, Budgets, Institutional..., Customer Service, Business Development
Education
Niagara University 1992 — 1996
BS, Business Management
Edward R. Murrow
Burnham Asset Management July 2014 - Present
Revere Capital Advisors January 2013 - July 2014
UBP Asset Management March 2010 - December 2012
UBP Asset Management March 2009 - March 2010
UBP Asset Management September 2007 - March 2008
UBP Asset Management September 2007 - March 2008
Arden Asset Management May 2001 - September 2007
United Media June 1999 - May 2001
Neuberger Berman September 1996 - June 1999
ANN INC. May 1996 - March 1997
Skills
Marketing Communications, Business Reporting, Asset Management, Investor Relations, Customer Relations, Fund Of Funds, Alternative Investments, Marketing Strategy, Excel, PowerPoint, Team Leadership, Event Management, Strategic Planning, Budgeting, Marketing Management, Market Planning, High Net Worth..., Institutional Clients, Microsoft Excel, MS Project, Multiple project..., Marketing event planning, Emerging Managers, Research Operations, Hedge Funds, Marketing, Budgets, Institutional..., Customer Service, Business Development
Education
Niagara University 1992 — 1996
BS, Business Management
Edward R. Murrow
Feliks Reym Feliks Reym's Neuberger Berman Experience May 2011 - Present
Job SAP IT VP Finance at Neuberger Berman
Industry Consumer Goods
Experience
Neuberger Berman May 2011 - Present
Chartis May 2010 - May 2011
MGI June 2007 - May 2010
Movado Group, Inc. June 1997 - May 2010
Random House July 2000 - September 2003
Skills
SAP, SAP R/3, SAP ERP, SAP Implementation, SD, SAP FICO, ABAP, Business Intelligence, Business Process, Business Process Design, Project Management, ERP, Finance, SAP FI, SAP BW, Business Process..., SDLC, IDOC, Procurement
Education
Pace University - Lubin School of Business 1996 — 1999
BBA, Accounting
Neuberger Berman May 2011 - Present
Chartis May 2010 - May 2011
MGI June 2007 - May 2010
Movado Group, Inc. June 1997 - May 2010
Random House July 2000 - September 2003
Skills
SAP, SAP R/3, SAP ERP, SAP Implementation, SD, SAP FICO, ABAP, Business Intelligence, Business Process, Business Process Design, Project Management, ERP, Finance, SAP FI, SAP BW, Business Process..., SDLC, IDOC, Procurement
Education
Pace University - Lubin School of Business 1996 — 1999
BBA, Accounting
Ellina Sinay Ellina Sinay's Neuberger Berman Experience March 2015 - Present
Job AVP Regulatory Reporting/Sr. Business Analyst
Industry Investment Management
Experience
Neuberger Berman March 2015 - Present
Neuberger Berman October 2012 - March 2015
Vitech Systems Group Inc December 2006 - October 2012
New York Life Insurance Company April 2006 - December 2006
American Century Investment Management Inc March 2002 - April 2006
Citigroup Inc May 1999 - September 2001
Skills
Requirements Analysis, SDLC, Test Planning, User Acceptance Testing, Functional Requirements, Use Case Analysis, Business Analysis, Integration, Manual Testing, Regression Testing, Meeting Planning, Defect Life Cycle, Hands-on Training, Software Documentation, Systems Analysis, Functional Testing, Test Scenarios, Software Quality..., Software Design, Full SDLC, Microsoft Excel, PowerPoint, Access, Agile Methodologies, Databases, Financial Services, Fixed Income, Software Project..., Requirements Gathering, Business Requirements, SQL
Education
Chiron Solutions
Certification, Comprehensive Business Analysis
Pace University
Bachelor of Business Administration (BBA), Finance, General
Neuberger Berman March 2015 - Present
Neuberger Berman October 2012 - March 2015
Vitech Systems Group Inc December 2006 - October 2012
New York Life Insurance Company April 2006 - December 2006
American Century Investment Management Inc March 2002 - April 2006
Citigroup Inc May 1999 - September 2001
Skills
Requirements Analysis, SDLC, Test Planning, User Acceptance Testing, Functional Requirements, Use Case Analysis, Business Analysis, Integration, Manual Testing, Regression Testing, Meeting Planning, Defect Life Cycle, Hands-on Training, Software Documentation, Systems Analysis, Functional Testing, Test Scenarios, Software Quality..., Software Design, Full SDLC, Microsoft Excel, PowerPoint, Access, Agile Methodologies, Databases, Financial Services, Fixed Income, Software Project..., Requirements Gathering, Business Requirements, SQL
Education
Chiron Solutions
Certification, Comprehensive Business Analysis
Pace University
Bachelor of Business Administration (BBA), Finance, General
Cindy Fung Cindy Fung's Neuberger Berman Experience November 2008 - Present
Job IT Project Management
Industry Investment Management
Experience
Neuberger Berman November 2008 - Present
Lehman Brothers September 2007 - November 2008
JP Morgan Chase 2005 - 2007
Skills
IT Management, Training, Trading Systems, Leadership, Vendor Management, SDLC, Strategy, Risk Management, Equities, Sybase, Business Analysis, Fixed Income, Financial Services, IT Strategy, PMO, Project Management
Education
New York University - Polytechnic School of Engineering 2003 — 2007
BS, Business and Technology Management
Neuberger Berman November 2008 - Present
Lehman Brothers September 2007 - November 2008
JP Morgan Chase 2005 - 2007
Skills
IT Management, Training, Trading Systems, Leadership, Vendor Management, SDLC, Strategy, Risk Management, Equities, Sybase, Business Analysis, Fixed Income, Financial Services, IT Strategy, PMO, Project Management
Education
New York University - Polytechnic School of Engineering 2003 — 2007
BS, Business and Technology Management
Robert Croke Robert Croke's Neuberger Berman Experience August 2000 - Present
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman August 2000 - Present
Lehman Brothers 2007 - 2008
Verizon Investment Management August 1989 - August 2000
Skills
Series 7, Series 63, Series 65
Education
Pace University - Lubin School of Business 1993 — 1997
MBA, Investment Management
Villanova University 1985 — 1989
BS, Business Administration
Neuberger Berman August 2000 - Present
Lehman Brothers 2007 - 2008
Verizon Investment Management August 1989 - August 2000
Skills
Series 7, Series 63, Series 65
Education
Pace University - Lubin School of Business 1993 — 1997
MBA, Investment Management
Villanova University 1985 — 1989
BS, Business Administration
Zlatko Mike Maras Zlatko Mike Maras's Neuberger Berman Experience January 2012 - Present
Job Vice President, Associate Portfolio Manager
Industry Investment Management
Experience
Neuberger Berman January 2012 - Present
Neuberger Berman January 2008 - January 2011
Neuberger Berman April 2006 - January 2008
Neuberger Berman March 2004 - April 2006
Neuberger Berman September 2002 - February 2004
Skills
Bloomberg, Factset, Serbian, Series 7, Security, Series 63, Series 66, Fixed Income, Portfolio Management, Trading, Excel, Bonds, Financial Analysis, Asset Management, Fixed Income Products, Asset Allocation, Due Diligence, Securities, Financial Markets, Asset Managment, Microsoft Excel, Uniform Combined State..., Hedge Funds, Equities, Investment Management
Education
New York University 1994 — 1999
Bachelor of Arts, Economics
Neuberger Berman January 2012 - Present
Neuberger Berman January 2008 - January 2011
Neuberger Berman April 2006 - January 2008
Neuberger Berman March 2004 - April 2006
Neuberger Berman September 2002 - February 2004
Skills
Bloomberg, Factset, Serbian, Series 7, Security, Series 63, Series 66, Fixed Income, Portfolio Management, Trading, Excel, Bonds, Financial Analysis, Asset Management, Fixed Income Products, Asset Allocation, Due Diligence, Securities, Financial Markets, Asset Managment, Microsoft Excel, Uniform Combined State..., Hedge Funds, Equities, Investment Management
Education
New York University 1994 — 1999
Bachelor of Arts, Economics
Pete Papageorgakis, CFA Pete Papageorgakis, CFA's Neuberger Berman Experience September 2007 - September 2013
Job Head of Product Development & Management
Industry Investment Management
Experience
BMO Global Asset Management September 2013 - Present
DuPage Habitat for Humanity December 2012 - Present
Neuberger Berman September 2007 - September 2013
Lehman Brothers September 2007 - September 2008
Morgan Stanley 1992 - 2007
Van Kampen Investments 1992 - 1998
Education
Northwestern University - Kellogg School of Management 1997 — 2000
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
BS, Finance
BMO Global Asset Management September 2013 - Present
DuPage Habitat for Humanity December 2012 - Present
Neuberger Berman September 2007 - September 2013
Lehman Brothers September 2007 - September 2008
Morgan Stanley 1992 - 2007
Van Kampen Investments 1992 - 1998
Education
Northwestern University - Kellogg School of Management 1997 — 2000
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
BS, Finance
Raluca Pencu Raluca Pencu's Neuberger Berman Experience July 2006 - Present
Job Senior Vice President, Product Management
Industry Financial Services
Experience
Neuberger Berman July 2006 - Present
Lehman Brothers (IMD Division became Neuberger Berman) July 2006 - 2008
Goldman Sachs Asset Management 2003 - 2006
PAICR 2003 - 2006
AllianceBernstein 2000 - 2003
Tanaka Capital Management 1996 - 1998
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Build successful teams
Education
New York University 1992 — 1996
BA, Philosophy and Political Science
Neuberger Berman July 2006 - Present
Lehman Brothers (IMD Division became Neuberger Berman) July 2006 - 2008
Goldman Sachs Asset Management 2003 - 2006
PAICR 2003 - 2006
AllianceBernstein 2000 - 2003
Tanaka Capital Management 1996 - 1998
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Build successful teams
Education
New York University 1992 — 1996
BA, Philosophy and Political Science
Leonid Sokolin Leonid Sokolin's Neuberger Berman Experience September 2008 - February 2015
Job Vice President at Alliance Bernstein
Industry Investment Management
Experience
AB February 2015 - Present
Neuberger Berman September 2008 - February 2015
Lehman Brothers March 2006 - September 2008
Goldman Sachs Asset Management November 2000 - March 2006
Dreyfus September 1997 - November 2000
Skills
Alternative Investments, Asset Management, Bloomberg, Business Analysis, Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Interest Rate..., Market Data, Risk Management, SDLC, Trading, Trading Systems
Education
New York University - Polytechnic School of Engineering 1994 — 1996
MS, Computer Science
Saint Petersburg State Electrotechnical University "LETI" 1983 — 1989
BS, Electrical Engineering
AB February 2015 - Present
Neuberger Berman September 2008 - February 2015
Lehman Brothers March 2006 - September 2008
Goldman Sachs Asset Management November 2000 - March 2006
Dreyfus September 1997 - November 2000
Skills
Alternative Investments, Asset Management, Bloomberg, Business Analysis, Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Interest Rate..., Market Data, Risk Management, SDLC, Trading, Trading Systems
Education
New York University - Polytechnic School of Engineering 1994 — 1996
MS, Computer Science
Saint Petersburg State Electrotechnical University "LETI" 1983 — 1989
BS, Electrical Engineering
Dorothy Lake Dorothy Lake's Neuberger Berman Experience 1990 - 1994
Job Business Owner at Deliciously Dories Joyful Juice
Industry Health, Wellness and Fitness
Experience
Deliciously Dories Joyful Juice 2015 - Present
Nest Seekers International 2015 - Present
Lake Properties 2002 - Present
Ellington Management Group 2012 - 2013
MacAndrews & Forbes 1999 - 2001
Travelers Group (Smith Barney, Citigroup) 1994 - 1997
Neuberger Berman 1990 - 1994
Skills
Executive Search, Management Consulting, Operational Excellence, Marketing Strategy, Business Analysis, Business Development, Leadership, Real Estate, Customer Service, Series 7, Customer Relations, Market Research, Family Office Management, Executive..., Office Management, Quicken, Investments, Family Office, Management, Finance, Risk Management, Portfolio Management, Business Strategy, Strategy, Mergers & Acquisitions, Strategic Planning
Education
New York School of Interior Design 2014 — 2015
Interior Design
Pratt Institute 1982 — 1985
Matthew Kenney Culinary Cuisine
Raw Chef Certification, Raw Cuisine Preparation
Deliciously Dories Joyful Juice 2015 - Present
Nest Seekers International 2015 - Present
Lake Properties 2002 - Present
Ellington Management Group 2012 - 2013
MacAndrews & Forbes 1999 - 2001
Travelers Group (Smith Barney, Citigroup) 1994 - 1997
Neuberger Berman 1990 - 1994
Skills
Executive Search, Management Consulting, Operational Excellence, Marketing Strategy, Business Analysis, Business Development, Leadership, Real Estate, Customer Service, Series 7, Customer Relations, Market Research, Family Office Management, Executive..., Office Management, Quicken, Investments, Family Office, Management, Finance, Risk Management, Portfolio Management, Business Strategy, Strategy, Mergers & Acquisitions, Strategic Planning
Education
New York School of Interior Design 2014 — 2015
Interior Design
Pratt Institute 1982 — 1985
Matthew Kenney Culinary Cuisine
Raw Chef Certification, Raw Cuisine Preparation
James Bohan James Bohan's Neuberger Berman Experience February 2008 - January 2014
Job Fund Accountant at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2008 - January 2014
Morgan Stanley October 2002 - December 2007
Morgan Stanley December 1999 - October 2002
Skills
Mutual Funds, Investment Management, Fund Accounting, Bloomberg, Hedge Funds, Securities, Fund Administration, Alternative Investments, Fixed Income, Financial Reporting, Accounting, Finance, Financial Analysis, Equities, Asset Management
Education
Pace University
Bachelor of Business Administration (BBA), Accounting
Neuberger Berman February 2008 - January 2014
Morgan Stanley October 2002 - December 2007
Morgan Stanley December 1999 - October 2002
Skills
Mutual Funds, Investment Management, Fund Accounting, Bloomberg, Hedge Funds, Securities, Fund Administration, Alternative Investments, Fixed Income, Financial Reporting, Accounting, Finance, Financial Analysis, Equities, Asset Management
Education
Pace University
Bachelor of Business Administration (BBA), Accounting
Mark Jacobs Mark Jacobs's Neuberger Berman Experience September 2009 - Present
Job Vice President Marketing at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2009 - Present
Legg Mason December 2007 - December 2008
Legg Mason December 2006 - December 2007
New York Life Investment Management October 2000 - October 2006
Optima Group August 1996 - November 1998
Dreyfus/Mellon November 1985 - August 1996
Skills
Series 7, Mutual Funds, Marketing Communications, Marketing Strategy, Product Marketing, Online Marketing, Product Management, Marketing, Financial Services, CRM, Investments, Sales, Equities, Series 63, Management
Education
Pace University 1984 — 1985
MBA, Management Information Systems
University of Toledo 1975 — 1977
MBA, Marketing, Brand Management
Neuberger Berman September 2009 - Present
Legg Mason December 2007 - December 2008
Legg Mason December 2006 - December 2007
New York Life Investment Management October 2000 - October 2006
Optima Group August 1996 - November 1998
Dreyfus/Mellon November 1985 - August 1996
Skills
Series 7, Mutual Funds, Marketing Communications, Marketing Strategy, Product Marketing, Online Marketing, Product Management, Marketing, Financial Services, CRM, Investments, Sales, Equities, Series 63, Management
Education
Pace University 1984 — 1985
MBA, Management Information Systems
University of Toledo 1975 — 1977
MBA, Marketing, Brand Management
Nick (Nachum) Rybak Nick (Nachum) Rybak's Neuberger Berman Experience September 2010 - May 2011
Job Investment Banking Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2013 - Present
New York University August 2009 - May 2013
Goldman Sachs May 2012 - August 2012
Davis Polk & Wardwell LLP May 2011 - August 2011
Neuberger Berman September 2010 - May 2011
Broadpoint.Gleacher July 2008 - August 2009
Bear Stearns May 2007 - August 2007
Merrill Lynch November 2006 - May 2007
Skills
Valuation, Investment Banking
Education
NYU Stern School of Business 2011 — 2013
MBA, Concentration in Finance
NYU School of Law 2009 — 2013
J.D., Interest in Transactional Law
Yeshiva University 2006 — 2008
Cultural Studies
Yeshiva University 2002 — 2006
Bachelor of Arts, Summa Cum Laude, Economics and English
Goldman Sachs July 2013 - Present
New York University August 2009 - May 2013
Goldman Sachs May 2012 - August 2012
Davis Polk & Wardwell LLP May 2011 - August 2011
Neuberger Berman September 2010 - May 2011
Broadpoint.Gleacher July 2008 - August 2009
Bear Stearns May 2007 - August 2007
Merrill Lynch November 2006 - May 2007
Skills
Valuation, Investment Banking
Education
NYU Stern School of Business 2011 — 2013
MBA, Concentration in Finance
NYU School of Law 2009 — 2013
J.D., Interest in Transactional Law
Yeshiva University 2006 — 2008
Cultural Studies
Yeshiva University 2002 — 2006
Bachelor of Arts, Summa Cum Laude, Economics and English
Scott Riecke Scott Riecke's Neuberger Berman Experience September 1996 - May 2008
Job Director / Money Market Trader at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management June 2009 - Present
Neuberger Berman September 1996 - May 2008
Education
Pace University 1998 — 2002
MBA, Investment Management
Siena College 1992 — 1996
BS, Finance w/ Concentration in Accounting
Babson Capital Management June 2009 - Present
Neuberger Berman September 1996 - May 2008
Education
Pace University 1998 — 2002
MBA, Investment Management
Siena College 1992 — 1996
BS, Finance w/ Concentration in Accounting
Kevin Kokernak Kevin Kokernak's Neuberger Berman Experience April 1998 - May 2000
Job Real Estate, Property Management, Finance, Technology
Industry Real Estate
Experience
Schonfeld Securities, LLC August 2005 - January 2011
Trinix Securities, LLC June 2004 - August 2005
New York City Department of Education October 2001 - June 2004
Neuberger Berman April 1998 - May 2000
Skills
Electronic Trading, Securities, Series 7, Trading Systems, Trading, Technical Analysis, Equity Trading, Asset Managment, Fixed Income, Equities, Options, Investments, Financial Markets, Series 63, Trading Strategies, Asset Management, Market Data, Hedge Funds, Alternative Investments, FINRA, Series 24, Commodity, Bloomberg, Portfolio Management
Education
New York University
B.A., Psychology/Politics
State University of New York College at Plattsburgh
M.A., Clinical/School Psychology
Computer Career Center
Professional Certificate, Network Engineering
New York Real Estate Institute
Professional Certificate, 75-Hour Real Estate Salesperson Course
Schonfeld Securities, LLC August 2005 - January 2011
Trinix Securities, LLC June 2004 - August 2005
New York City Department of Education October 2001 - June 2004
Neuberger Berman April 1998 - May 2000
Skills
Electronic Trading, Securities, Series 7, Trading Systems, Trading, Technical Analysis, Equity Trading, Asset Managment, Fixed Income, Equities, Options, Investments, Financial Markets, Series 63, Trading Strategies, Asset Management, Market Data, Hedge Funds, Alternative Investments, FINRA, Series 24, Commodity, Bloomberg, Portfolio Management
Education
New York University
B.A., Psychology/Politics
State University of New York College at Plattsburgh
M.A., Clinical/School Psychology
Computer Career Center
Professional Certificate, Network Engineering
New York Real Estate Institute
Professional Certificate, 75-Hour Real Estate Salesperson Course
Vibhaw Arya's Neuberger Berman Experience April 2007 - May 2010
Job Director, Business Platforms and Services, Global Wealth & Retirement Solutions at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch May 2010 - Present
Neuberger Berman April 2007 - May 2010
Reuters February 2005 - March 2007
Deutsche Asset Management September 2000 - February 2005
Deloitte & Touche June 1998 - September 2000
HBO September 1997 - December 1997
Merck June 1997 - August 1997
Skills
Vendor Management, Program Management, Management, Outsourcing, Project Management, Investment Management, Fixed Income, Asset Management, Analysis, Asset Managment, PMO, Equities, Leadership, Mutual Funds, Alternative Investments, Enterprise Software, Team Management, Financial Services, MS Project, Contract Negotiation, Wealth Management, Business Strategy, Technology Management, Cross Functional Team..., Project Governance, Business Analysis, Strategic Technology..., Strategic Use Of..., Activity Based Costing, Large Scale Systems..., Enterprise Systems..., Microsoft Project, Eagle Scout, Budget Management, First Aid, CPR Certified, Expense Reduction, Trading Systems
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance, Management
New York University 1995 — 1999
BA, Computer Science
Clarkstown South HS 1991 — 1995
Regents Diploma with Honors
Bank of America Merrill Lynch May 2010 - Present
Neuberger Berman April 2007 - May 2010
Reuters February 2005 - March 2007
Deutsche Asset Management September 2000 - February 2005
Deloitte & Touche June 1998 - September 2000
HBO September 1997 - December 1997
Merck June 1997 - August 1997
Skills
Vendor Management, Program Management, Management, Outsourcing, Project Management, Investment Management, Fixed Income, Asset Management, Analysis, Asset Managment, PMO, Equities, Leadership, Mutual Funds, Alternative Investments, Enterprise Software, Team Management, Financial Services, MS Project, Contract Negotiation, Wealth Management, Business Strategy, Technology Management, Cross Functional Team..., Project Governance, Business Analysis, Strategic Technology..., Strategic Use Of..., Activity Based Costing, Large Scale Systems..., Enterprise Systems..., Microsoft Project, Eagle Scout, Budget Management, First Aid, CPR Certified, Expense Reduction, Trading Systems
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance, Management
New York University 1995 — 1999
BA, Computer Science
Clarkstown South HS 1991 — 1995
Regents Diploma with Honors
Becky Vizzone's Neuberger Berman Experience October 1996 - March 1997
Job DirectorMedical Group Operations at NorthShore University HealthSystem
Industry Hospital & Health Care
Experience
NorthShore University HealthSystem May 2015 - Present
Ann & Robert H Lurie Children's Hospital of Chicago January 2014 - May 2015
Ann & Robert H Lurie Children's Hospital of Chicago October 2005 - January 2014
Children's Memorial Hospital August 2002 - October 2005
Children's Memorial Hospital July 2001 - August 2002
St. Luke Cemetary April 2001 - July 2001
Edgewater Medical Center May 1998 - April 2001
Edgewater Medical Center April 1997 - May 1998
Neuberger Berman October 1996 - March 1997
Wachovia Corporate Services January 1990 - October 1996
Skills
Healthcare, Employee Relations, Onboarding, Human Resources, Performance Management, Employee Benefits, Training, Healthcare Management, Recruiting, Employee Engagement, Process Improvement, HIPAA, Hospitals, Leadership Development, Change Management, Personnel Management, New Hire Orientations, Coaching, Leadership, Management, Customer Service
Education
National-Louis University 2006 — 2008
Master's Degree, Business Administration
North Park University 2001 — 2005
Bachelor's of Science, Human Development
NorthShore University HealthSystem May 2015 - Present
Ann & Robert H Lurie Children's Hospital of Chicago January 2014 - May 2015
Ann & Robert H Lurie Children's Hospital of Chicago October 2005 - January 2014
Children's Memorial Hospital August 2002 - October 2005
Children's Memorial Hospital July 2001 - August 2002
St. Luke Cemetary April 2001 - July 2001
Edgewater Medical Center May 1998 - April 2001
Edgewater Medical Center April 1997 - May 1998
Neuberger Berman October 1996 - March 1997
Wachovia Corporate Services January 1990 - October 1996
Skills
Healthcare, Employee Relations, Onboarding, Human Resources, Performance Management, Employee Benefits, Training, Healthcare Management, Recruiting, Employee Engagement, Process Improvement, HIPAA, Hospitals, Leadership Development, Change Management, Personnel Management, New Hire Orientations, Coaching, Leadership, Management, Customer Service
Education
National-Louis University 2006 — 2008
Master's Degree, Business Administration
North Park University 2001 — 2005
Bachelor's of Science, Human Development
Nick Lurvey Nick Lurvey's Neuberger Berman Experience May 2015 - Present
Job VP Complex Products, Middle Office Operations at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2015 - Present
BNY Mellon July 2013 - May 2015
BNY Mellon June 2012 - August 2013
BNY Mellon March 2010 - June 2012
BNY Mellon 2007 - 2010
Halliburton Homes 2006 - 2009
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg, Equities, Financial Modeling, Collateral Management, Bonds, Equity Valuation, Swaps, Fund Administration, Quantitative Finance, Bloomberg Terminal, Interest Rate..., Credit Derivatives, Options, Equity Derivatives, FX Options, Middle Office, Valuation, Alternative Investments, Financial Markets, Capital Markets, Mutual Funds, Investments, Fund Accounting
Education
Northeastern University 2014 — 2016
Master of Business Administration (MBA) & Master of Science Finance (MSF), Finance
University of Rhode Island 2003 — 2007
Bachelor of Science (B.S.), Economics
Neuberger Berman May 2015 - Present
BNY Mellon July 2013 - May 2015
BNY Mellon June 2012 - August 2013
BNY Mellon March 2010 - June 2012
BNY Mellon 2007 - 2010
Halliburton Homes 2006 - 2009
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg, Equities, Financial Modeling, Collateral Management, Bonds, Equity Valuation, Swaps, Fund Administration, Quantitative Finance, Bloomberg Terminal, Interest Rate..., Credit Derivatives, Options, Equity Derivatives, FX Options, Middle Office, Valuation, Alternative Investments, Financial Markets, Capital Markets, Mutual Funds, Investments, Fund Accounting
Education
Northeastern University 2014 — 2016
Master of Business Administration (MBA) & Master of Science Finance (MSF), Finance
University of Rhode Island 2003 — 2007
Bachelor of Science (B.S.), Economics
Ben Farber's Neuberger Berman Experience May 2014 - September 2014
Job Visual Storyteller / Senior Graphic Designer
Industry Graphic Design
Experience
inkase collective September 2010 - Present
OppenheimerFunds June 2015 - August 2015
J.P. Morgan January 2015 - June 2015
Macquarie Capital Partners December 2014 - January 2015
TIAA-CREF September 2014 - December 2014
Neuberger Berman May 2014 - September 2014
BNY Mellon February 2010 - January 2014
MJHS October 2009 - February 2010
Bank of New York Mellon August 2009 - October 2009
RDA International 2009 - 2009
Skills
Graphic Design, Art Direction, Brand Development, Adobe Creative Suite, Illustrator, Concept Development, InDesign, Corporate Identity, Typography, Information Graphics, Branding & Identity, Creative Direction, QuarkXPress, Integrated Marketing, Graphics, Advertising, Brochures
Education
Rhode Island School of Design 1991 — 1995
Bachelor of Fine Arts (BFA)
School of Visual Arts 2009 — 2010
School of Continuing Education
Parsons School of Design 2009 — 2009
Continuing Education
inkase collective September 2010 - Present
OppenheimerFunds June 2015 - August 2015
J.P. Morgan January 2015 - June 2015
Macquarie Capital Partners December 2014 - January 2015
TIAA-CREF September 2014 - December 2014
Neuberger Berman May 2014 - September 2014
BNY Mellon February 2010 - January 2014
MJHS October 2009 - February 2010
Bank of New York Mellon August 2009 - October 2009
RDA International 2009 - 2009
Skills
Graphic Design, Art Direction, Brand Development, Adobe Creative Suite, Illustrator, Concept Development, InDesign, Corporate Identity, Typography, Information Graphics, Branding & Identity, Creative Direction, QuarkXPress, Integrated Marketing, Graphics, Advertising, Brochures
Education
Rhode Island School of Design 1991 — 1995
Bachelor of Fine Arts (BFA)
School of Visual Arts 2009 — 2010
School of Continuing Education
Parsons School of Design 2009 — 2009
Continuing Education
Susan Gaines's Neuberger Berman Experience September 2011 - Present
Job Talent Management Professional | Executive Coach
Industry Financial Services
Experience
Neuberger Berman September 2011 - Present
Morgan Stanley 2007 - November 2011
HSBC September 2006 - November 2007
AllianceBernstein 1999 - 2006
Skills
Talent Management, Capital Markets, Vendor Management, Employee Engagement, Onboarding, Performance Management, Training, Equities, Succession Planning, Organizational..., Financial Services, Leadership Development, Management Consulting, Organizational Design, Talent Acquisition
Education
Masters of Business Administration 2000 — 2003
Pace, Lubin School of Business
University of Scranton 1994 — 1998
BS, Economics & Political Science
iCoach NYC
Certificate in Professional Coaching, Executive Coaching
New York University
Professional Certificate, Leadership & Organizational Development
Neuberger Berman September 2011 - Present
Morgan Stanley 2007 - November 2011
HSBC September 2006 - November 2007
AllianceBernstein 1999 - 2006
Skills
Talent Management, Capital Markets, Vendor Management, Employee Engagement, Onboarding, Performance Management, Training, Equities, Succession Planning, Organizational..., Financial Services, Leadership Development, Management Consulting, Organizational Design, Talent Acquisition
Education
Masters of Business Administration 2000 — 2003
Pace, Lubin School of Business
University of Scranton 1994 — 1998
BS, Economics & Political Science
iCoach NYC
Certificate in Professional Coaching, Executive Coaching
New York University
Professional Certificate, Leadership & Organizational Development
Leonid Lukyanov's Neuberger Berman Experience June 2013 - August 2014
Job CoFounder, CEO at LYTiT, Inc.
Industry Information Technology and Services
Experience
LYTiT, Inc. August 2014 - Present
Neuberger Berman June 2013 - August 2014
Millennium Partners March 2013 - June 2013
Gazprombank June 2011 - August 2011
Region Investment Group June 2010 - August 2010
Skills
Microsoft Excel, Research, VBA, Fixed Income, Financial Modeling, Hedge Funds, C++, Java, C, Python, Credit, Derivatives, Financial Risk..., Private Equity, Statistical Data..., Ruby on Rails, SQL, Valuation
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.) with Honors, Mathematics, Theoretical Economics, Computer Science
LYTiT, Inc. August 2014 - Present
Neuberger Berman June 2013 - August 2014
Millennium Partners March 2013 - June 2013
Gazprombank June 2011 - August 2011
Region Investment Group June 2010 - August 2010
Skills
Microsoft Excel, Research, VBA, Fixed Income, Financial Modeling, Hedge Funds, C++, Java, C, Python, Credit, Derivatives, Financial Risk..., Private Equity, Statistical Data..., Ruby on Rails, SQL, Valuation
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.) with Honors, Mathematics, Theoretical Economics, Computer Science
Jacob Rothschild Jacob Rothschild's Neuberger Berman Experience May 2014 - Present
Job Vice President of Digital Content Strategy at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2014 - Present
OppenheimerFunds November 2010 - May 2014
Generate July 2008 - November 2010
Alliance Theatre/Woodruff Arts Center August 2003 - December 2005
Katzenbach Partners September 2001 - June 2003
Skills
Digital Strategy, Business Development, Advertising, Digital Marketing, Strategic Partnerships, Digital Media, Social Media, Strategy, Competitive Analysis, Social Media Marketing, Content Strategy, Marketing Strategy, Marketing, Integrated Marketing, Analytics, Marketing Communications
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Economics, Marketing, Strategy
Yale University 1997 — 2001
BA, American Studies
New York University 1999 — 1999
Study abroad: Florence, Italy
Neuberger Berman May 2014 - Present
OppenheimerFunds November 2010 - May 2014
Generate July 2008 - November 2010
Alliance Theatre/Woodruff Arts Center August 2003 - December 2005
Katzenbach Partners September 2001 - June 2003
Skills
Digital Strategy, Business Development, Advertising, Digital Marketing, Strategic Partnerships, Digital Media, Social Media, Strategy, Competitive Analysis, Social Media Marketing, Content Strategy, Marketing Strategy, Marketing, Integrated Marketing, Analytics, Marketing Communications
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Economics, Marketing, Strategy
Yale University 1997 — 2001
BA, American Studies
New York University 1999 — 1999
Study abroad: Florence, Italy
Araceli Corsini Araceli Corsini's Neuberger Berman Experience 1994 - 1998
Job Director, North America, AlphaGen Hedge Funds
Industry Investment Management
Experience
Henderson Global Investors April 2014 - Present
The Blackstone Group October 2005 - April 2014
Morgan Stanley 1998 - 2004
Neuberger Berman 1994 - 1998
Education
New York University
Bachelor of Arts (B.A.), Economics
Henderson Global Investors April 2014 - Present
The Blackstone Group October 2005 - April 2014
Morgan Stanley 1998 - 2004
Neuberger Berman 1994 - 1998
Education
New York University
Bachelor of Arts (B.A.), Economics
An Lu's Neuberger Berman Experience October 2007 - July 2011
Job Manager at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group January 2015 - Present
The Blackstone Group July 2011 - December 2014
Neuberger Berman October 2007 - July 2011
Standish Mellon Asset Management January 2006 - October 2006
Skills
Bloomberg, Fund Of Funds, Fund Accounting, Hedge Funds, Asset Management, Alternative Investments, Valuation, Equities, Investments, Derivatives, Financial Analysis
Education
Northeastern University 2000 — 2005
Business, Finance, Marketing
The Blackstone Group January 2015 - Present
The Blackstone Group July 2011 - December 2014
Neuberger Berman October 2007 - July 2011
Standish Mellon Asset Management January 2006 - October 2006
Skills
Bloomberg, Fund Of Funds, Fund Accounting, Hedge Funds, Asset Management, Alternative Investments, Valuation, Equities, Investments, Derivatives, Financial Analysis
Education
Northeastern University 2000 — 2005
Business, Finance, Marketing
Anna Krupkin Zaltsman Anna Krupkin Zaltsman's Neuberger Berman Experience November 2012 - Present
Job Financial executive specializing in investment and corporate finance, hedge funds
Industry Investment Management
Experience
Neuberger Berman November 2012 - Present
Financial Risk Management July 2006 - October 2012
Lord Abbett October 1999 - June 2006
Deloitte September 1997 - September 1999
Skills
MBA Finance, Financial Accounting, Fund Accounting, Limited Partnerships, Financial Planning, Financial Management, Financial Modeling, Financial Control, Financial Analysis, Audit, Mutual Funds, Hedge Funds, Investment Advisory, Budgeting, Forecasting, Consolidation, General Ledger, financial statements, Capital Management, FATCA, ICAAP, CPA, Auditing, Fund Of Funds, Financial Statements, Strategic Financial..., Budgets, Financial Reporting
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Pace University - Lubin School of Business 1993 — 1997
BBA, Accounting
Neuberger Berman November 2012 - Present
Financial Risk Management July 2006 - October 2012
Lord Abbett October 1999 - June 2006
Deloitte September 1997 - September 1999
Skills
MBA Finance, Financial Accounting, Fund Accounting, Limited Partnerships, Financial Planning, Financial Management, Financial Modeling, Financial Control, Financial Analysis, Audit, Mutual Funds, Hedge Funds, Investment Advisory, Budgeting, Forecasting, Consolidation, General Ledger, financial statements, Capital Management, FATCA, ICAAP, CPA, Auditing, Fund Of Funds, Financial Statements, Strategic Financial..., Budgets, Financial Reporting
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Pace University - Lubin School of Business 1993 — 1997
BBA, Accounting
Bill Leach's Neuberger Berman Experience January 2003 - May 2008
Job President at JWL Capital
Industry Consumer Goods
Experience
JWL Capital January 2014 - Present
TIAA-CREF September 2008 - January 2014
Neuberger Berman January 2003 - May 2008
Banc of America Investments June 2000 - September 2003
Donaldson, Lufkin & Jenrette September 1979 - June 2000
Loeb Rhoades September 1974 - September 1979
Skills
Equities, Investments, Hedge Funds, Alternative Investments, Asset Management, Financial Modeling, Financial Analysis, Equity Research, Mutual Funds, Portfolio Management, Fixed Income, Capital Markets, Bloomberg, Valuation
Education
New York University 1969 — 1973
BA, Psychology and economics
JWL Capital January 2014 - Present
TIAA-CREF September 2008 - January 2014
Neuberger Berman January 2003 - May 2008
Banc of America Investments June 2000 - September 2003
Donaldson, Lufkin & Jenrette September 1979 - June 2000
Loeb Rhoades September 1974 - September 1979
Skills
Equities, Investments, Hedge Funds, Alternative Investments, Asset Management, Financial Modeling, Financial Analysis, Equity Research, Mutual Funds, Portfolio Management, Fixed Income, Capital Markets, Bloomberg, Valuation
Education
New York University 1969 — 1973
BA, Psychology and economics
Jonathan Calindas's Neuberger Berman Experience July 1999 - March 2005
Job Programmer at Theatre Development Fund
Industry Computer Software
Experience
Theatre Development Fund December 2008 - Present
StayinFront inc. July 2006 - March 2008
Cuchipinoy Productions October 2002 - January 2006
Lehman Brothers August 1999 - March 2005
Neuberger Berman July 1999 - March 2005
Horizon Blue Cross Blue Shield of NJ 1995 - 1999
Skills
Requirements Analysis, SDLC, SQL
Education
New Jersey Institute of Technology 1993 — 1999
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences
Theatre Development Fund December 2008 - Present
StayinFront inc. July 2006 - March 2008
Cuchipinoy Productions October 2002 - January 2006
Lehman Brothers August 1999 - March 2005
Neuberger Berman July 1999 - March 2005
Horizon Blue Cross Blue Shield of NJ 1995 - 1999
Skills
Requirements Analysis, SDLC, SQL
Education
New Jersey Institute of Technology 1993 — 1999
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences
Amit Baid's Neuberger Berman Experience 2015 - Present
Job Investor
Industry Internet
Experience
Neuberger Berman 2015 - Present
Pipal Tech Ventures June 2011 - Present
Turner Investments 2013 - 2014
Fidelity Investments (Pyramis) July 2007 - June 2012
Breadcrumb POS (sold to Groupon) January 2011 - May 2012
Millennium Technology Ventures July 2006 - September 2006
Earnest Partners May 2006 - July 2006
SAP America January 2005 - August 2005
SAP America January 2003 - January 2005
SAP America August 2001 - January 2003
Skills
Investment Management, Hedge Funds, Accounting, Financial Modeling, Angel Investing, Public Equity Offerings, SaaS, Cloud Computing, Digital Marketing, CRM, Mobile Applications, Mobile Marketing, Social Media Strategist, Technology Evangelist, Equity Valuation, Business Strategy, Go-to-market Strategy, Entrepreneurship, Product Management, Consulting, SAP, Product Design, Internet, Analytics, Mobile Payments, Corporate Development, IT Strategy, Private Equity, Strategic Partnerships, Strategy, Enterprise Software, Start-ups
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Stanford University 2004 — 2005
APM (not completed)
National Institute of Technology Tiruchirappalli 1994 — 1998
BE
National Institute of Technology, Trichi, India 1994 — 1998
BE
St. Stanislaus 1989 — 1992
Danielson English Medium School 1983 — 1989
Neuberger Berman 2015 - Present
Pipal Tech Ventures June 2011 - Present
Turner Investments 2013 - 2014
Fidelity Investments (Pyramis) July 2007 - June 2012
Breadcrumb POS (sold to Groupon) January 2011 - May 2012
Millennium Technology Ventures July 2006 - September 2006
Earnest Partners May 2006 - July 2006
SAP America January 2005 - August 2005
SAP America January 2003 - January 2005
SAP America August 2001 - January 2003
Skills
Investment Management, Hedge Funds, Accounting, Financial Modeling, Angel Investing, Public Equity Offerings, SaaS, Cloud Computing, Digital Marketing, CRM, Mobile Applications, Mobile Marketing, Social Media Strategist, Technology Evangelist, Equity Valuation, Business Strategy, Go-to-market Strategy, Entrepreneurship, Product Management, Consulting, SAP, Product Design, Internet, Analytics, Mobile Payments, Corporate Development, IT Strategy, Private Equity, Strategic Partnerships, Strategy, Enterprise Software, Start-ups
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Stanford University 2004 — 2005
APM (not completed)
National Institute of Technology Tiruchirappalli 1994 — 1998
BE
National Institute of Technology, Trichi, India 1994 — 1998
BE
St. Stanislaus 1989 — 1992
Danielson English Medium School 1983 — 1989
Joshua Hergan Joshua Hergan's Neuberger Berman Experience August 2001 - August 2003
Job Director & Equity Counsel at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America April 2013 - Present
TheraTest, Inc. January 2009 - Present
AXA Financial July 2011 - April 2013
McCormick & O'Brien LLP April 2009 - July 2011
Bernstein Cherney LLP March 2007 - April 2009
Neuberger Berman August 2001 - August 2003
Skills
Admitted to practice as..., Securities Arbitration, Corporate Transactions, Securities, Investment Advisory, Investments, Arbitration, Alternative Investments, Corporate Law, Mutual Funds, Securities Litigation, Equities, Hedge Funds, Due Diligence, Financial Services, FINRA, Litigation, Venture Capital, Securities Regulation, Civil Litigation, Legal Writing, Trading, Asset Allocation, Investment Strategies, Insurance, Portfolio Management, Private Placements, Series 7, Private Equity, Broker-Dealer, Series 24, Series 63, Corporate Governance, Capital Markets
Education
New York Law School 2003 — 2006
J.D., cum laude, Securities and Derivatives Law
University of Colorado at Boulder 1997 — 2001
B.A., cum laude, Economics
Lake Forest High School 1993 — 1997
The Guardian Life Insurance Company of America April 2013 - Present
TheraTest, Inc. January 2009 - Present
AXA Financial July 2011 - April 2013
McCormick & O'Brien LLP April 2009 - July 2011
Bernstein Cherney LLP March 2007 - April 2009
Neuberger Berman August 2001 - August 2003
Skills
Admitted to practice as..., Securities Arbitration, Corporate Transactions, Securities, Investment Advisory, Investments, Arbitration, Alternative Investments, Corporate Law, Mutual Funds, Securities Litigation, Equities, Hedge Funds, Due Diligence, Financial Services, FINRA, Litigation, Venture Capital, Securities Regulation, Civil Litigation, Legal Writing, Trading, Asset Allocation, Investment Strategies, Insurance, Portfolio Management, Private Placements, Series 7, Private Equity, Broker-Dealer, Series 24, Series 63, Corporate Governance, Capital Markets
Education
New York Law School 2003 — 2006
J.D., cum laude, Securities and Derivatives Law
University of Colorado at Boulder 1997 — 2001
B.A., cum laude, Economics
Lake Forest High School 1993 — 1997
Gregory Zeigerson Gregory Zeigerson's Neuberger Berman Experience May 2014 - December 2014
Job EditorWriterCartoonistProducerPerformer
Industry Writing and Editing
Experience
RR Donnelley January 2015 - Present
Parcbench June 2010 - Present
Zigory Caricatures and Illustrations a/k/a Gregory Zeigerson (Self) April 2007 - Present
Zigory Studios a/k/a Gregory Zeigerson (Self) January 2003 - Present
Neuberger Berman May 2014 - December 2014
Cranford TV January 2014 - May 2014
Allen and Overy November 2010 - May 2014
MedPen, Inc 2011 - February 2013
Stroock & Stroock & Lavan LLP February 1986 - April 2009
Solid Vox Network March 2006 - November 2008
Skills
Proofreading, Editing, Blogging, Creative Writing, Illustration, Cartoons, Copy Editing, Publishing, Editorial, Journalism, Newsletters, Storytelling, Television, Video, Art, Web Content, Screenwriting, Books, Video Production, Broadcast Journalism, Content Development, Public Relations, Podcasting, Freelance Writing, Advertising, News Writing, Published Author, Fiction, Voice Over, Acting, Speech Writing, Film Production, Online Journalism, Entertainment, Radio, Research, Publications, Writing
Education
New York University 1984 — 1984
Journalism
New York University 1978 — 1982
Bachelor of Fine Arts, Film and Television Production, Liberal Arts
The Sobelsohn School 1994 — 1994
NY Paralegal Certificate, Paralegal Course
Asbury Park High 1974 — 1978
diploma
RR Donnelley January 2015 - Present
Parcbench June 2010 - Present
Zigory Caricatures and Illustrations a/k/a Gregory Zeigerson (Self) April 2007 - Present
Zigory Studios a/k/a Gregory Zeigerson (Self) January 2003 - Present
Neuberger Berman May 2014 - December 2014
Cranford TV January 2014 - May 2014
Allen and Overy November 2010 - May 2014
MedPen, Inc 2011 - February 2013
Stroock & Stroock & Lavan LLP February 1986 - April 2009
Solid Vox Network March 2006 - November 2008
Skills
Proofreading, Editing, Blogging, Creative Writing, Illustration, Cartoons, Copy Editing, Publishing, Editorial, Journalism, Newsletters, Storytelling, Television, Video, Art, Web Content, Screenwriting, Books, Video Production, Broadcast Journalism, Content Development, Public Relations, Podcasting, Freelance Writing, Advertising, News Writing, Published Author, Fiction, Voice Over, Acting, Speech Writing, Film Production, Online Journalism, Entertainment, Radio, Research, Publications, Writing
Education
New York University 1984 — 1984
Journalism
New York University 1978 — 1982
Bachelor of Fine Arts, Film and Television Production, Liberal Arts
The Sobelsohn School 1994 — 1994
NY Paralegal Certificate, Paralegal Course
Asbury Park High 1974 — 1978
diploma
Tom Gengler Tom Gengler's Neuberger Berman Experience August 1999 - September 2005
Job Tax Director at GoldenTree Asset Management
Industry Financial Services
Experience
GoldenTree Asset Management January 2006 - Present
Neuberger Berman August 1999 - September 2005
Long Term Capital Management December 1998 - August 1999
Greenwich Capital Markets October 1995 - November 1998
Lehman Brothers (Sherson/Lehman Brothers) October 1981 - October 1995
Coopers & Lybrand (now PricewaterhouseCoopers) July 1974 - October 1981
Skills
Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Asset Managment, Due Diligence, Investments, Accounting, Valuation, Financial Reporting, Mergers, Tax, Financial Analysis, Internal Controls, SEC filings
Education
New York University - Leonard N. Stern School of Business 1975 — 1978
Master of Business Administration (MBA), Taxation
Pace University - Lubin School of Business 1970 — 1974
BBA, CPA Honors
GoldenTree Asset Management January 2006 - Present
Neuberger Berman August 1999 - September 2005
Long Term Capital Management December 1998 - August 1999
Greenwich Capital Markets October 1995 - November 1998
Lehman Brothers (Sherson/Lehman Brothers) October 1981 - October 1995
Coopers & Lybrand (now PricewaterhouseCoopers) July 1974 - October 1981
Skills
Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Asset Managment, Due Diligence, Investments, Accounting, Valuation, Financial Reporting, Mergers, Tax, Financial Analysis, Internal Controls, SEC filings
Education
New York University - Leonard N. Stern School of Business 1975 — 1978
Master of Business Administration (MBA), Taxation
Pace University - Lubin School of Business 1970 — 1974
BBA, CPA Honors
Ogbemi Rewane Ogbemi Rewane's Neuberger Berman Experience March 2015 - June 2015
Job Graduate Student at Kellogg School of Management
Industry Financial Services
Experience
Northwestern University July 2015 - Present
Neuberger Berman March 2015 - June 2015
AIESEC Northwestern University January 2014 - December 2014
Bain & Company July 2014 - August 2014
Spotify April 2013 - December 2013
Main One August 2013 - September 2013
Roland Berger Strategy Consultants June 2012 - July 2012
UK Trade & Investment July 2010 - August 2010
Skills
Business Strategy, Industry Research, Case Studies, Marketing Strategy, Networking, Photoshop, WordPress, Microsoft Office, Social Networking, Programming, Web Development, Social Media, Web Design, Facebook, OS X, Trading Systems, Microsoft Excel, PowerPoint
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Science (MS), Management Studies
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics & Business Institutions
Sciences Po 2014 — 2014
Bachelor of Arts (BA), Economics
Stonyhurst College 2007 — 2011
Northwestern University July 2015 - Present
Neuberger Berman March 2015 - June 2015
AIESEC Northwestern University January 2014 - December 2014
Bain & Company July 2014 - August 2014
Spotify April 2013 - December 2013
Main One August 2013 - September 2013
Roland Berger Strategy Consultants June 2012 - July 2012
UK Trade & Investment July 2010 - August 2010
Skills
Business Strategy, Industry Research, Case Studies, Marketing Strategy, Networking, Photoshop, WordPress, Microsoft Office, Social Networking, Programming, Web Development, Social Media, Web Design, Facebook, OS X, Trading Systems, Microsoft Excel, PowerPoint
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Science (MS), Management Studies
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics & Business Institutions
Sciences Po 2014 — 2014
Bachelor of Arts (BA), Economics
Stonyhurst College 2007 — 2011
Erin Amos Erin Amos's Neuberger Berman Experience December 2014 - July 2015
Job Accounting Clerk at Empire
Industry Financial Services
Experience
Twentieth Century Fox - Empire July 2015 - Present
Neuberger Berman December 2014 - July 2015
Mother Mayhew, LLC May 2014 - November 2014
Bughuul Productions, LLC - "Sinister 2" August 2014 - October 2014
Labenz & Associates LLC December 2010 - January 2014
Association of Division III Independents September 2005 - August 2013
Blind Decker Productions, Inc. - "Dexter" Season 4 May 2009 - October 2009
Nebraska Wesleyan University October 2006 - December 2008
Skills
Customer Service, Resource Efficiency, Process Improvement, Problem Solving, High Level Of Accuracy, Communication, Great Organizer, Public Relations, Accounts Payable, Accounting, Writing, Editing, Retail, Multi-line Phone, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Windows
Education
Nebraska Wesleyan University 2001 — 2005
Bachelor of Science (B.S.), Sport Management and Business Administration
Twentieth Century Fox - Empire July 2015 - Present
Neuberger Berman December 2014 - July 2015
Mother Mayhew, LLC May 2014 - November 2014
Bughuul Productions, LLC - "Sinister 2" August 2014 - October 2014
Labenz & Associates LLC December 2010 - January 2014
Association of Division III Independents September 2005 - August 2013
Blind Decker Productions, Inc. - "Dexter" Season 4 May 2009 - October 2009
Nebraska Wesleyan University October 2006 - December 2008
Skills
Customer Service, Resource Efficiency, Process Improvement, Problem Solving, High Level Of Accuracy, Communication, Great Organizer, Public Relations, Accounts Payable, Accounting, Writing, Editing, Retail, Multi-line Phone, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Windows
Education
Nebraska Wesleyan University 2001 — 2005
Bachelor of Science (B.S.), Sport Management and Business Administration
Karen Quinones, PMP's Neuberger Berman Experience 2000 - 2002
Job Project Manager at RGP
Industry Financial Services
Experience
RGP October 2015 - Present
Patriot Tours, Inc. 2005 - Present
KCQ Consulting 2010 - September 2015
Siebel Consultant March 2003 - December 2004
Neuberger Berman 2000 - 2002
Deutsche Bank 1998 - 2000
FGIC - Financial Guaranty Insurance Company 1995 - 1997
Donaldson, Lufkin & Jenrette 1992 - 1995
Skills
Project Management, Financial Services, Regulatory Compliance, Equities Technology, Fixed Income Technology, CRM, Full SDLC, Software Development..., Software Project..., Business Analysis, Agile & Waterfall..., Project Planning, Project Risk, Strategic Planning, Budgets, Public Speaking, Guided Tours, Microsoft Project, Microsoft Office, Microsoft SQL Server, Relational Databases, Oracle Database, Oracle SQL Developer, Sybase, Visual Basic, C, Dbase, Clipper, Foxpro 2.6, Novell Netware, HTML5, CSS, Trade Compliance, Management, Team Leadership, Requirements Gathering, Integration, Program Management, Risk Management
Education
New York University
Bachelor of Fine Arts (BFA)
RGP October 2015 - Present
Patriot Tours, Inc. 2005 - Present
KCQ Consulting 2010 - September 2015
Siebel Consultant March 2003 - December 2004
Neuberger Berman 2000 - 2002
Deutsche Bank 1998 - 2000
FGIC - Financial Guaranty Insurance Company 1995 - 1997
Donaldson, Lufkin & Jenrette 1992 - 1995
Skills
Project Management, Financial Services, Regulatory Compliance, Equities Technology, Fixed Income Technology, CRM, Full SDLC, Software Development..., Software Project..., Business Analysis, Agile & Waterfall..., Project Planning, Project Risk, Strategic Planning, Budgets, Public Speaking, Guided Tours, Microsoft Project, Microsoft Office, Microsoft SQL Server, Relational Databases, Oracle Database, Oracle SQL Developer, Sybase, Visual Basic, C, Dbase, Clipper, Foxpro 2.6, Novell Netware, HTML5, CSS, Trade Compliance, Management, Team Leadership, Requirements Gathering, Integration, Program Management, Risk Management
Education
New York University
Bachelor of Fine Arts (BFA)
Dewayne Minor Dewayne Minor's Neuberger Berman Experience July 2014 - Present
Job Accountant at Neuberger Berman
Industry Accounting
Experience
Neuberger Berman July 2014 - Present
EY May 2013 - June 2014
Workman Forensics May 2012 - May 2013
Skills
Accounting, Auditing, Internal Audit, Internal Controls, Public Speaking, SEC filings, Analysis, Financial Statements, Microsoft Office, Financial Accounting, CPA, PowerPoint, Financial Analysis, Financial Reporting, GAAP, Finance, Forensic Accounting, Microsoft Excel, Sarbanes-Oxley Act
Education
Oral Roberts University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting
Neuberger Berman July 2014 - Present
EY May 2013 - June 2014
Workman Forensics May 2012 - May 2013
Skills
Accounting, Auditing, Internal Audit, Internal Controls, Public Speaking, SEC filings, Analysis, Financial Statements, Microsoft Office, Financial Accounting, CPA, PowerPoint, Financial Analysis, Financial Reporting, GAAP, Finance, Forensic Accounting, Microsoft Excel, Sarbanes-Oxley Act
Education
Oral Roberts University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting
Elizabeth Traxler's Neuberger Berman Experience August 2008 - Present
Job
Industry Venture Capital & Private Equity
Experience
Neuberger Berman August 2008 - Present
Wachovia Capital Partners January 2003 - July 2006
Wachovia Securities, LLC June 2000 - December 2002
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Vanderbilt University 1996 — 2000
Neuberger Berman August 2008 - Present
Wachovia Capital Partners January 2003 - July 2006
Wachovia Securities, LLC June 2000 - December 2002
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Vanderbilt University 1996 — 2000
Isabelle Gingras-Breton's Neuberger Berman Experience February 2013 - Present
Job Senior Web Designer at Neuberger Berman
Industry Design
Experience
Neuberger Berman February 2013 - Present
L'Occitane en Provence May 2009 - October 2012
L'Occitane en Provence May 2007 - May 2009
figleaves.com September 2006 - March 2007
Grey Group September 2003 - September 2006
Grey Group July 2000 - September 2003
Skills
HTML, CSS, Flash, Dreamweaver, Email Marketing, Adobe Creative Suite, E-commerce, Graphic Design, Illustrator, InDesign, Layout, Photoshop, Social Media, User Experience, Web Applications, Web Design
Education
Parsons School of Design 1998 — 2000
AAS
Neuberger Berman February 2013 - Present
L'Occitane en Provence May 2009 - October 2012
L'Occitane en Provence May 2007 - May 2009
figleaves.com September 2006 - March 2007
Grey Group September 2003 - September 2006
Grey Group July 2000 - September 2003
Skills
HTML, CSS, Flash, Dreamweaver, Email Marketing, Adobe Creative Suite, E-commerce, Graphic Design, Illustrator, InDesign, Layout, Photoshop, Social Media, User Experience, Web Applications, Web Design
Education
Parsons School of Design 1998 — 2000
AAS
Raffaele Mancini's Neuberger Berman Experience April 1997 - July 1999
Job Senior Automation Engineer
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ September 2014 - Present
1199 National Benefit Fund June 2013 - August 2014
Citigroup September 2005 - June 2013
Weil Gotshal and Manges May 2004 - September 2005
Credit Suisse First Boston April 2002 - April 2004
Goldman Sachs March 2000 - November 2001
Morgan Stanley July 1999 - February 2000
Neuberger Berman April 1997 - July 1999
Polytechnic Institute of New York University June 1996 - March 1997
Honeywell October 1994 - June 1996
Skills
Tidal Enterprise..., Windows Scripting, SSRS, SQL, Disaster Recovery, Microsoft SQL Server, Powershell, Windows Server, VBScript, Windows, Project Management, Software Development, Web Applications, Fixed Income, Trading Systems, Agile Methodologies, Market Data, Electronic Trading, Enterprise Architecture
Education
Polytechnic University 1988 — 1994
BS/MS, Electrical Engineering
Bank of Tokyo-Mitsubishi UFJ September 2014 - Present
1199 National Benefit Fund June 2013 - August 2014
Citigroup September 2005 - June 2013
Weil Gotshal and Manges May 2004 - September 2005
Credit Suisse First Boston April 2002 - April 2004
Goldman Sachs March 2000 - November 2001
Morgan Stanley July 1999 - February 2000
Neuberger Berman April 1997 - July 1999
Polytechnic Institute of New York University June 1996 - March 1997
Honeywell October 1994 - June 1996
Skills
Tidal Enterprise..., Windows Scripting, SSRS, SQL, Disaster Recovery, Microsoft SQL Server, Powershell, Windows Server, VBScript, Windows, Project Management, Software Development, Web Applications, Fixed Income, Trading Systems, Agile Methodologies, Market Data, Electronic Trading, Enterprise Architecture
Education
Polytechnic University 1988 — 1994
BS/MS, Electrical Engineering
Ahmad Farah's Neuberger Berman Experience May 2012 - Present
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2012 - Present
Goldman Sachs Asset Management June 2003 - November 2011
Skills
Alternative Investments, Asset Managment, Bloomberg, Capital Markets, Derivatives, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Valuation, Emerging Markets, Equity Research, Structured Products, Asset Management, Portfolio Management
Education
University of Florida 1996 — 2000
New York University
MBA
Neuberger Berman May 2012 - Present
Goldman Sachs Asset Management June 2003 - November 2011
Skills
Alternative Investments, Asset Managment, Bloomberg, Capital Markets, Derivatives, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Valuation, Emerging Markets, Equity Research, Structured Products, Asset Management, Portfolio Management
Education
University of Florida 1996 — 2000
New York University
MBA
Chaim Frenkel's Neuberger Berman Experience August 2014 - Present
Job Consultant at Neuberger Berman
Industry Computer Software
Experience
Neuberger Berman August 2014 - Present
Nonlinear Knowledge, Inc. November 1984 - Present
UBS Wealth Management April 2009 - February 2012
UBS Wealth Management November 2005 - March 2009
Credit Suisse October 1995 - November 2005
Warburg Pincus October 1995 - November 2005
Bear Stearns November 1995 - October 1996
Eagle Creek Systems March 1995 - October 1995
Bear Stearns August 1993 - August 1995
Dow Jones Telerate July 1992 - June 1993
Skills
Vendor Management, Fixed Income, SDLC, Trading, Investment Banking, Business Intelligence, Equities, Alternative Investments, Electronic Trading, Emerging Markets, Derivatives, Hedge Funds, Asset Managment, Trading Systems, FX Options, Asset Management, IT Strategy, Business Analysis, Portfolio Management, Investments, Enterprise Architecture, Project Management, Market Data, Securities, Requirements Analysis, Capital Markets, Sybase, Integration, Risk Management, Bloomberg, Financial Services, Program Management, Equity Derivatives
Education
Polytechnic University 1977 — 1984
Bachelor of Science (B.S.), Physics
Neuberger Berman August 2014 - Present
Nonlinear Knowledge, Inc. November 1984 - Present
UBS Wealth Management April 2009 - February 2012
UBS Wealth Management November 2005 - March 2009
Credit Suisse October 1995 - November 2005
Warburg Pincus October 1995 - November 2005
Bear Stearns November 1995 - October 1996
Eagle Creek Systems March 1995 - October 1995
Bear Stearns August 1993 - August 1995
Dow Jones Telerate July 1992 - June 1993
Skills
Vendor Management, Fixed Income, SDLC, Trading, Investment Banking, Business Intelligence, Equities, Alternative Investments, Electronic Trading, Emerging Markets, Derivatives, Hedge Funds, Asset Managment, Trading Systems, FX Options, Asset Management, IT Strategy, Business Analysis, Portfolio Management, Investments, Enterprise Architecture, Project Management, Market Data, Securities, Requirements Analysis, Capital Markets, Sybase, Integration, Risk Management, Bloomberg, Financial Services, Program Management, Equity Derivatives
Education
Polytechnic University 1977 — 1984
Bachelor of Science (B.S.), Physics
Natalie Nielson's Neuberger Berman Experience August 2006 - June 2009
Job Sales Assistant at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2014 - Present
Dreyfus August 2013 - September 2014
Neuberger Berman August 2006 - June 2009
Neuberger Berman August 2006 - June 2009
Skills
Project Management, Testing, Microsoft Office, PowerPoint, Customer Service, Outlook, Event Planning, Microsoft Word, Leadership, Management, Social Media, Marketing, Research
Education
Otterbein College 1999 — 2003
Bachelor of Fine Arts (B.F.A.), Theatre/Theater
BNY Mellon Wealth Management September 2014 - Present
Dreyfus August 2013 - September 2014
Neuberger Berman August 2006 - June 2009
Neuberger Berman August 2006 - June 2009
Skills
Project Management, Testing, Microsoft Office, PowerPoint, Customer Service, Outlook, Event Planning, Microsoft Word, Leadership, Management, Social Media, Marketing, Research
Education
Otterbein College 1999 — 2003
Bachelor of Fine Arts (B.F.A.), Theatre/Theater
Lovin Thomas's Neuberger Berman Experience 2004 - 2008
Job Principal, Equity Analyst at Armstrong Shaw Associates
Industry Investment Management
Experience
Armstrong Shaw Associates 2008 - Present
Neuberger Berman 2004 - 2008
Deutsche Bank 2003 - 2004
Citigroup 2000 - 2003
Deutsche Bank 1997 - 2000
Ernst & Young 1995 - 1997
Skills
Equities, Buy-side, Investment Management, Equity Valuation, Financial Modeling, Bloomberg, Capital IQ, Financial Services
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Honors Accelerated Program, Finance & Statistics
New York University 1990 — 1994
Bachelor of Science (BS), Accounting & Information Systems
Armstrong Shaw Associates 2008 - Present
Neuberger Berman 2004 - 2008
Deutsche Bank 2003 - 2004
Citigroup 2000 - 2003
Deutsche Bank 1997 - 2000
Ernst & Young 1995 - 1997
Skills
Equities, Buy-side, Investment Management, Equity Valuation, Financial Modeling, Bloomberg, Capital IQ, Financial Services
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Honors Accelerated Program, Finance & Statistics
New York University 1990 — 1994
Bachelor of Science (BS), Accounting & Information Systems
Yakov Kravets's Neuberger Berman Experience November 1995 - December 2003
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock July 2014 - Present
Nomura Securities April 2010 - July 2014
TD Ameritrade November 2009 - April 2010
Lehman Brothers Holdings, Inc. March 2009 - November 2009
Lehman Brothers January 2004 - December 2008
Neuberger Berman November 1995 - December 2003
Skills
Information Security, Network Security, Risk Management, Security, Disaster Recovery, Information Security..., PCI DSS, Penetration Testing, C#, IT Strategy, ITIL, IT Audit
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1991 — 1994
BlackRock July 2014 - Present
Nomura Securities April 2010 - July 2014
TD Ameritrade November 2009 - April 2010
Lehman Brothers Holdings, Inc. March 2009 - November 2009
Lehman Brothers January 2004 - December 2008
Neuberger Berman November 1995 - December 2003
Skills
Information Security, Network Security, Risk Management, Security, Disaster Recovery, Information Security..., PCI DSS, Penetration Testing, C#, IT Strategy, ITIL, IT Audit
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1991 — 1994
Max Erenberg's Neuberger Berman Experience September 2008 - Present
Job Technical Lead at Neuberger Berman, LLC
Industry Information Technology and Services
Experience
Neuberger Berman September 2008 - Present
Lehman Brothers April 2006 - September 2008
Software Forces, LLC September 2001 - April 2006
Skills
SDLC, SQL, .NET, C#, ASP.NET, Crystal Reports, Crystal Enterprise, HTML, JavaScript, jQuery, Visual Basic, Web Services, Microsoft SQL Server, Agile Methodologies, Software Project...
Education
New York University - Polytechnic School of Engineering 2001 — 2003
MS, Computer Science
Neuberger Berman September 2008 - Present
Lehman Brothers April 2006 - September 2008
Software Forces, LLC September 2001 - April 2006
Skills
SDLC, SQL, .NET, C#, ASP.NET, Crystal Reports, Crystal Enterprise, HTML, JavaScript, jQuery, Visual Basic, Web Services, Microsoft SQL Server, Agile Methodologies, Software Project...
Education
New York University - Polytechnic School of Engineering 2001 — 2003
MS, Computer Science
Melissa Zygmant's Neuberger Berman Experience 2008 - Present
Job Office & Projects Coordinator
Industry Executive Office
Experience
Neuberger Berman 2008 - Present
Ars Nova May 2006 - July 2007
National Jewish Medical & Research Center May 2005 - May 2006
Princess Cruises June 2004 - May 2005
Crowne Plaza Hotel March 2001 - June 2004
Skills
Budgets, Outlook, Management, Vendor Management
Education
New York University 1999 — 2003
BFA, Theater Arts
Neuberger Berman 2008 - Present
Ars Nova May 2006 - July 2007
National Jewish Medical & Research Center May 2005 - May 2006
Princess Cruises June 2004 - May 2005
Crowne Plaza Hotel March 2001 - June 2004
Skills
Budgets, Outlook, Management, Vendor Management
Education
New York University 1999 — 2003
BFA, Theater Arts
Ephri Lemberger's Neuberger Berman Experience April 2013 - Present
Job Senior Vice President at Neuberger Berman
Industry Law Practice
Experience
Neuberger Berman April 2013 - Present
Bingham McCutchen LLP September 2006 - March 2013
Education
New York University School of Law 1999 — 2002
JD, Law
Neuberger Berman April 2013 - Present
Bingham McCutchen LLP September 2006 - March 2013
Education
New York University School of Law 1999 — 2002
JD, Law
An Lu's Neuberger Berman Experience October 2006 - Present
Job Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman October 2006 - Present
Education
Northeastern University 2000 — 2005
Neuberger Berman October 2006 - Present
Education
Northeastern University 2000 — 2005
Josh Blackman's Neuberger Berman Experience January 2015 - Present
Job Senior VP, Legal and Compliance, Neuberger Berman
Industry Law Practice
Experience
Neuberger Berman January 2015 - Present
Neuberger Berman November 2013 - January 2015
Morgan Lewis October 2002 - November 2013
Morgan, Lewis & Bockius LLP 2002 - November 2013
Skills
Securities Regulation, Corporate Law, Hedge Funds, Securities, Legal Research, Litigation, Legal Writing, Commercial Litigation, Corporate Governance
Education
Northwestern University
The George Washington University Law School
Neuberger Berman January 2015 - Present
Neuberger Berman November 2013 - January 2015
Morgan Lewis October 2002 - November 2013
Morgan, Lewis & Bockius LLP 2002 - November 2013
Skills
Securities Regulation, Corporate Law, Hedge Funds, Securities, Legal Research, Litigation, Legal Writing, Commercial Litigation, Corporate Governance
Education
Northwestern University
The George Washington University Law School
Christopher Mahony's Neuberger Berman Experience June 1986 - August 1994
Job Fixed Income Portfolio Manager
Industry Investment Management
Experience
U.S. Trust March 2014 - Present
BlackRock March 2007 - February 2011
J&W Seligman April 2001 - April 2006
Fort Washington Investment Advisors August 1994 - April 2001
Neuberger Berman June 1986 - August 1994
Skills
Portfolio Management, Trading, Client Relationship..., Fixed Income, Asset Management, Mutual Funds, Asset Allocation, Bloomberg, Series 7, Wealth Management, Risk Management, Structured Products, Capital Markets, Investment Advisory, Investment Strategies, Bonds, Client Service, Investor Relations, Asset Managment, Structured Finance, Financial Services, Institutional..., Valuation, Investments, Finance, Hedge Funds, Financial Advisory, High Yield, Alternative Investments, Financial Structuring, Securities, Investment Management, Mergers & Acquisitions, Series 63, Trading Systems, Options, Emerging Markets, Equity Research, Derivatives, Financial Markets, ETFs, Credit, Client Services, CRM
Education
Ohio Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Trinity College, Dublin 1985 — 1985
Exchange Student
BHS
U.S. Trust March 2014 - Present
BlackRock March 2007 - February 2011
J&W Seligman April 2001 - April 2006
Fort Washington Investment Advisors August 1994 - April 2001
Neuberger Berman June 1986 - August 1994
Skills
Portfolio Management, Trading, Client Relationship..., Fixed Income, Asset Management, Mutual Funds, Asset Allocation, Bloomberg, Series 7, Wealth Management, Risk Management, Structured Products, Capital Markets, Investment Advisory, Investment Strategies, Bonds, Client Service, Investor Relations, Asset Managment, Structured Finance, Financial Services, Institutional..., Valuation, Investments, Finance, Hedge Funds, Financial Advisory, High Yield, Alternative Investments, Financial Structuring, Securities, Investment Management, Mergers & Acquisitions, Series 63, Trading Systems, Options, Emerging Markets, Equity Research, Derivatives, Financial Markets, ETFs, Credit, Client Services, CRM
Education
Ohio Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Trinity College, Dublin 1985 — 1985
Exchange Student
BHS
Kelli Cook's Neuberger Berman Experience 1993 - 1996
Job Product Manager
Industry Computer Software
Experience
Avon Products, Inc. June 2011 - Present
MICROSOFT CORPORATION 2005 - 2011
SYBARI SORTWARE (ACQUIRED BY MICROSOFT) 2001 - 2005
SYBARI SOFTWARE (ACQUIRED BY MICROSOFT) 2000 - 2001
Sybari Software (Acquired by Microsoft) 1999 - 2000
Viacom International 1996 - 1999
Neuberger Berman 1993 - 1996
NEUBERGER BERMAN 1992 - 1993
Skills
Product Management, Cloud Computing, Enterprise Software, SaaS, Microsoft Technologies, Product Marketing, Go-to-market Strategy, Pre-sales, Sales, Evangelism, Partner Management, Security, Agile Methodologies, Business Alliances, Sales Enablement, Leadership, Integration, Solution Selling, Management, LAN-WAN, Messaging, Microsoft Exchange, Technical Analysis, Technical Support
Education
Hunter College
Monroe Community College - Rochester, NY
New York University
Avon Products, Inc. June 2011 - Present
MICROSOFT CORPORATION 2005 - 2011
SYBARI SORTWARE (ACQUIRED BY MICROSOFT) 2001 - 2005
SYBARI SOFTWARE (ACQUIRED BY MICROSOFT) 2000 - 2001
Sybari Software (Acquired by Microsoft) 1999 - 2000
Viacom International 1996 - 1999
Neuberger Berman 1993 - 1996
NEUBERGER BERMAN 1992 - 1993
Skills
Product Management, Cloud Computing, Enterprise Software, SaaS, Microsoft Technologies, Product Marketing, Go-to-market Strategy, Pre-sales, Sales, Evangelism, Partner Management, Security, Agile Methodologies, Business Alliances, Sales Enablement, Leadership, Integration, Solution Selling, Management, LAN-WAN, Messaging, Microsoft Exchange, Technical Analysis, Technical Support
Education
Hunter College
Monroe Community College - Rochester, NY
New York University
Maria Huh's Neuberger Berman Experience September 2002 - June 2004
Job Registered Nurse at NYU Langone Medical Center
Industry Hospital & Health Care
Experience
NYU Langone Medical Center March 2011 - Present
BNY Mellon Asset Management June 2004 - March 2008
Neuberger Berman September 2002 - June 2004
OppenheimerFunds August 2000 - March 2002
Merrill Lynch Asset Management June 1999 - August 2000
Skills
Teaching, Nursing, Community Outreach, Mutual Funds, Medical/Surgical, Financial Services, EMR, BLS, ACLS, Acute Care, Public Speaking, Healthcare, Pediatrics
Education
New York University 2009 — 2010
BSN, Nursing
Rutgers University-New Brunswick
NYU Langone Medical Center March 2011 - Present
BNY Mellon Asset Management June 2004 - March 2008
Neuberger Berman September 2002 - June 2004
OppenheimerFunds August 2000 - March 2002
Merrill Lynch Asset Management June 1999 - August 2000
Skills
Teaching, Nursing, Community Outreach, Mutual Funds, Medical/Surgical, Financial Services, EMR, BLS, ACLS, Acute Care, Public Speaking, Healthcare, Pediatrics
Education
New York University 2009 — 2010
BSN, Nursing
Rutgers University-New Brunswick
Mahipal Gopidi's Neuberger Berman Experience July 2013 - September 2013
Job QA Engineer UAT Lead at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2015 - Present
Angelo Gordon September 2013 - May 2015
Neuberger Berman July 2013 - September 2013
Morgan Stanley May 2012 - December 2012
State Street September 2011 - March 2012
RBS Sempra Commodities August 1999 - June 2011
Skills
Toad, JIRA, WinRunner, Oracle, XML, Microsoft SQL Server, TestComplete, Sybase, PL/SQL, SQL, Visual Basic, QC, FpML
Education
Dr Babasaheb Ambedkar Maratwada University 1981 — 1986
Ph.D
Dr Babasaheb Ambedkar Maratwada University 1981 — 1983
M.Sc
Osmania University 1978 — 1981
B.Sc
Fidelity Investments June 2015 - Present
Angelo Gordon September 2013 - May 2015
Neuberger Berman July 2013 - September 2013
Morgan Stanley May 2012 - December 2012
State Street September 2011 - March 2012
RBS Sempra Commodities August 1999 - June 2011
Skills
Toad, JIRA, WinRunner, Oracle, XML, Microsoft SQL Server, TestComplete, Sybase, PL/SQL, SQL, Visual Basic, QC, FpML
Education
Dr Babasaheb Ambedkar Maratwada University 1981 — 1986
Ph.D
Dr Babasaheb Ambedkar Maratwada University 1981 — 1983
M.Sc
Osmania University 1978 — 1981
B.Sc
Joseph Grippi's Neuberger Berman Experience September 2009 - March 2011
Job AVP of Trading Technology and Market Data at MUFG Americas
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ April 2014 - Present
Tullett Prebon April 2011 - April 2014
Neuberger Berman September 2009 - March 2011
Bear Stearns September 2006 - December 2008
CIBC 2004 - 2006
Skills
Vendor Management, Market Data, Trading Systems, Electronic Trading, Bloomberg, Networking, MCSE 2003, Servers, Disaster Recovery, Active Directory, Equities, Microsoft Exchange, Fixed Income, Windows Server, Investment Banking, Unix, Exchange Connectivity, Business Analysis
Education
New York University - Polytechnic School of Engineering 2002 — 2005
Masters, Electrical Engineering
Bank of Tokyo-Mitsubishi UFJ April 2014 - Present
Tullett Prebon April 2011 - April 2014
Neuberger Berman September 2009 - March 2011
Bear Stearns September 2006 - December 2008
CIBC 2004 - 2006
Skills
Vendor Management, Market Data, Trading Systems, Electronic Trading, Bloomberg, Networking, MCSE 2003, Servers, Disaster Recovery, Active Directory, Equities, Microsoft Exchange, Fixed Income, Windows Server, Investment Banking, Unix, Exchange Connectivity, Business Analysis
Education
New York University - Polytechnic School of Engineering 2002 — 2005
Masters, Electrical Engineering
James D'Sidocky's Neuberger Berman Experience August 2009 - Present
Job Senior Vice President and Counsel at Neuberger Berman
Industry Law Practice
Experience
Neuberger Berman August 2009 - Present
JP Morgan March 2008 - May 2009
Bear Stearns October 1999 - March 2008
Bear Stearns Asset Management October 1999 - March 2008
Education
New York Law School 1996 — 1999
JD, cum laude, Law
Ohio University 1992 — 1996
Bachelor of Science in Communications, cum laude, Telecommunications
Neuberger Berman August 2009 - Present
JP Morgan March 2008 - May 2009
Bear Stearns October 1999 - March 2008
Bear Stearns Asset Management October 1999 - March 2008
Education
New York Law School 1996 — 1999
JD, cum laude, Law
Ohio University 1992 — 1996
Bachelor of Science in Communications, cum laude, Telecommunications
Rosie Comprés Navarro's Neuberger Berman Experience March 1992 - March 2000
Job Marketing Director
Industry Aviation & Aerospace
Experience
Sikorsky Aircraft October 2013 - Present
Ipsos MediaCT May 2011 - June 2013
Fiduciary Trust Company International October 2006 - January 2010
Financial Times March 2003 - October 2006
Neuberger Berman March 1992 - March 2000
Skills
Budgets, Team Building, Integrated Marketing, Marketing Strategy, Advertising, Digital Media, Project Management, Product Marketing, Marketing, Strategy, Social Media, Leadership, Management, Public Relations, Strategic Planning
Education
Northeastern University 1987 — 1989
Sikorsky Aircraft October 2013 - Present
Ipsos MediaCT May 2011 - June 2013
Fiduciary Trust Company International October 2006 - January 2010
Financial Times March 2003 - October 2006
Neuberger Berman March 1992 - March 2000
Skills
Budgets, Team Building, Integrated Marketing, Marketing Strategy, Advertising, Digital Media, Project Management, Product Marketing, Marketing, Strategy, Social Media, Leadership, Management, Public Relations, Strategic Planning
Education
Northeastern University 1987 — 1989
Sean Parchment's Neuberger Berman Experience September 2008 - February 2013
Job Regional Vice President at ProShares
Industry Capital Markets
Experience
ProShares October 2014 - Present
Stadion Money Management February 2013 - October 2014
Neuberger Berman September 2008 - February 2013
J&W Seligman May 2008 - September 2008
UBS Investment Bank May 2002 - April 2007
Prudential Financial September 2000 - May 2002
Skills
Series 7, Series 63, Series 65, ETFs, Separately Managed..., Alternative Investments, Mutual Funds, Investment Strategies, Equities, Investments, Securities, Asset Management, Wealth Management, Fixed Income, Investment Advisory, Uniform Combined State..., FINRA, Investment Management, Portfolio Management, Financial Services, Asset Allocation, Retirement Planning, Hedge Funds, Trading, Fund Of Funds, Equity Trading, Private Equity, Finance, Options
Education
Pace University - Lubin School of Business 1996 — 2000
ProShares October 2014 - Present
Stadion Money Management February 2013 - October 2014
Neuberger Berman September 2008 - February 2013
J&W Seligman May 2008 - September 2008
UBS Investment Bank May 2002 - April 2007
Prudential Financial September 2000 - May 2002
Skills
Series 7, Series 63, Series 65, ETFs, Separately Managed..., Alternative Investments, Mutual Funds, Investment Strategies, Equities, Investments, Securities, Asset Management, Wealth Management, Fixed Income, Investment Advisory, Uniform Combined State..., FINRA, Investment Management, Portfolio Management, Financial Services, Asset Allocation, Retirement Planning, Hedge Funds, Trading, Fund Of Funds, Equity Trading, Private Equity, Finance, Options
Education
Pace University - Lubin School of Business 1996 — 2000
Eleni Christakos's Neuberger Berman Experience 1997 - 2001
Job Client Relationship Officer Private Banking
Industry Financial Services
Experience
Citi Private Bank May 2001 - February 2012
Neuberger Berman 1997 - 2001
Skills
Licensed Series..., Private Banking, Client Relationship..., Client Services, Compliance, KYC, Cash Management, Wealth Management, Financial Modeling, Investment Banking, Trading, Financial Services, Portfolio Management, Capital Markets, Hedge Funds, Securities
Education
Pace University
BBA, Finance
Citi Private Bank May 2001 - February 2012
Neuberger Berman 1997 - 2001
Skills
Licensed Series..., Private Banking, Client Relationship..., Client Services, Compliance, KYC, Cash Management, Wealth Management, Financial Modeling, Investment Banking, Trading, Financial Services, Portfolio Management, Capital Markets, Hedge Funds, Securities
Education
Pace University
BBA, Finance
Susan Butera-Gargano's Neuberger Berman Experience 1975 - 1981
Job Owner, Network Synergy Corporation
Industry Computer Networking
Experience
Network Synergy Corporation Network Support SpecialistPrimerica Corp/American Can CompanyNovember 1985 - October 1988
primerica Corp 1985 - 1988
American Can Company 1985 - 1988
Primerica Financial 1985 - 1988
Primerica Corporation 1985 - 1988
PepsiCo 1983 - 1985
Avon 1982 - 1984
Neuberger Berman 1975 - 1981
Skills
Disaster Recovery, VMware, Network Administration, Storage Area Networks, Networking, Windows Server, Virtualization, Cloud Computing, Microsoft Exchange, Microsoft SQL Server, Information Technology, Network Security, Data Center, Software Development, New Business Development, Active Directory, Security
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1985
Network Synergy Corporation Network Support SpecialistPrimerica Corp/American Can CompanyNovember 1985 - October 1988
primerica Corp 1985 - 1988
American Can Company 1985 - 1988
Primerica Financial 1985 - 1988
Primerica Corporation 1985 - 1988
PepsiCo 1983 - 1985
Avon 1982 - 1984
Neuberger Berman 1975 - 1981
Skills
Disaster Recovery, VMware, Network Administration, Storage Area Networks, Networking, Windows Server, Virtualization, Cloud Computing, Microsoft Exchange, Microsoft SQL Server, Information Technology, Network Security, Data Center, Software Development, New Business Development, Active Directory, Security
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1985
Rishi Shah, CPA's Neuberger Berman Experience May 2009 - Present
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers December 2006 - May 2009
Citigroup Private Equity Services ( Bisys) March 2004 - December 2006
UBS May 2003 - September 2003
Citywide September 2001 - April 2003
Skills
Financial Analysis, Financial Modeling, Private Equity, Valuation, Hedge Funds, Equities, Investments, Alternative Investments, Finance, Due Diligence, Capital Markets, Bloomberg, Corporate Finance, Asset Management, Fixed Income, Portfolio Management
Education
Pace University - Lubin School of Business 2001 — 2003
MBA, Finance
University of Mumbai 1999 — 2001
M.Com, Accounting
University of Mumbai 1996 — 1999
B.Com
NASBA - CPA
CPA
Neuberger Berman May 2009 - Present
Lehman Brothers December 2006 - May 2009
Citigroup Private Equity Services ( Bisys) March 2004 - December 2006
UBS May 2003 - September 2003
Citywide September 2001 - April 2003
Skills
Financial Analysis, Financial Modeling, Private Equity, Valuation, Hedge Funds, Equities, Investments, Alternative Investments, Finance, Due Diligence, Capital Markets, Bloomberg, Corporate Finance, Asset Management, Fixed Income, Portfolio Management
Education
Pace University - Lubin School of Business 2001 — 2003
MBA, Finance
University of Mumbai 1999 — 2001
M.Com, Accounting
University of Mumbai 1996 — 1999
B.Com
NASBA - CPA
CPA
Alvin Kuang's Neuberger Berman Experience April 2010 - Present
Job Senior Engineer at Neuberger Berman
Industry Investment Banking
Experience
Neuberger Berman April 2010 - Present
Barclays Capital September 2008 - April 2010
Lehman Brothers 2005 - 2008
American International Group 2004 - 2005
JPMorgan Chase 2000 - 2004
Skills
Disaster Recovery, Active Directory, Data Center, Enterprise Architecture, IT Strategy, Integration, Infrastructure
Education
Pace University 2000 — 2002
MS, Computer Science
College of Staten Island 1993 — 1997
BS, Math
Neuberger Berman April 2010 - Present
Barclays Capital September 2008 - April 2010
Lehman Brothers 2005 - 2008
American International Group 2004 - 2005
JPMorgan Chase 2000 - 2004
Skills
Disaster Recovery, Active Directory, Data Center, Enterprise Architecture, IT Strategy, Integration, Infrastructure
Education
Pace University 2000 — 2002
MS, Computer Science
College of Staten Island 1993 — 1997
BS, Math
Anne Cawley Devine's Neuberger Berman Experience December 1998 - Present
Job Senior Vice President Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman December 1998 - Present
Oxford Health Plans 1996 - 1998
Dreyfus 1990 - 1996
Education
Pace University - Lubin School of Business
Neuberger Berman December 1998 - Present
Oxford Health Plans 1996 - 1998
Dreyfus 1990 - 1996
Education
Pace University - Lubin School of Business
Eugene Weinstein's Neuberger Berman Experience September 2010 - May 2011
Job Developer at UBS
Industry Computer Software
Experience
UBS Investment Bank July 2011 - Present
Neuberger Berman September 2010 - May 2011
Deutsche Bank Securities September 2009 - July 2010
Vivat, Inc 2005 - July 2010
D&B 2006 - December 2008
US Trust November 2005 - January 2007
AT&T November 2003 - May 2005
Morgan Stanley September 2002 - August 2003
Kaplan Test Prep and Admissions 2000 - 2001
Education
New York University - Polytechnic School of Engineering 1997 — 2001
BS, Computer Science
The Cooper Union for the Advancement of Science and Art 1995 — 1997
Architecture
UBS Investment Bank July 2011 - Present
Neuberger Berman September 2010 - May 2011
Deutsche Bank Securities September 2009 - July 2010
Vivat, Inc 2005 - July 2010
D&B 2006 - December 2008
US Trust November 2005 - January 2007
AT&T November 2003 - May 2005
Morgan Stanley September 2002 - August 2003
Kaplan Test Prep and Admissions 2000 - 2001
Education
New York University - Polytechnic School of Engineering 1997 — 2001
BS, Computer Science
The Cooper Union for the Advancement of Science and Art 1995 — 1997
Architecture
Marcus Mattielli's Neuberger Berman Experience July 2006 - October 2007
Job Relationship Management
Industry Capital Markets
Experience
Pershing, a BNY Mellon company August 2014 - Present
ICAP October 2007 - June 2014
Neuberger Berman July 2006 - October 2007
IDX Capital 2005 - 2006
Tullett Prebon July 2003 - October 2005
Thomson Financial June 2001 - July 2003
Skills
Mutual Funds, Series 7, Fixed Income, Electronic Trading, Trading, Credit Derivatives, Capital Markets, FINRA, Investment Banking, Series 3, Series 24, Series 30, Series 63, CDS, Portfolio Management, Emerging Markets, Derivatives
Education
Muhlenberg College 1997 — 2001
BA, Political Science
Westfield High 1993 — 1997
Pershing, a BNY Mellon company August 2014 - Present
ICAP October 2007 - June 2014
Neuberger Berman July 2006 - October 2007
IDX Capital 2005 - 2006
Tullett Prebon July 2003 - October 2005
Thomson Financial June 2001 - July 2003
Skills
Mutual Funds, Series 7, Fixed Income, Electronic Trading, Trading, Credit Derivatives, Capital Markets, FINRA, Investment Banking, Series 3, Series 24, Series 30, Series 63, CDS, Portfolio Management, Emerging Markets, Derivatives
Education
Muhlenberg College 1997 — 2001
BA, Political Science
Westfield High 1993 — 1997
Bethany Ahlquist's Neuberger Berman Experience October 2007 - January 2009
Job Client Service Associate
Industry Financial Services
Experience
Pershing Advisor Solutions July 2009 - Present
Neuberger Berman October 2007 - January 2009
Education
Northeastern University 1998 — 2003
Pershing Advisor Solutions July 2009 - Present
Neuberger Berman October 2007 - January 2009
Education
Northeastern University 1998 — 2003
Kara Cady-Sawyer's Neuberger Berman Experience February 2013 - Present
Job Institutional Product Marketing at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman February 2013 - Present
Merrill Lynch September 2011 - October 2012
AllianceBernstein January 2008 - September 2011
CreditSights Inc. January 2006 - January 2008
Kiehl's Since 1851 September 2005 - December 2005
Morgan Stanley May 2005 - August 2005
Skills
Series 7, Series 66, Product Marketing, Marketing Communications, Mutual Funds, 529 Plans, Hedge Funds, Alternative Investments, Strategic Communications, Investor Relations..., Uniform Combined State..., Investment Management, Marketing
Education
New York University
Bachelor of Science, Communications and Media
Neuberger Berman February 2013 - Present
Merrill Lynch September 2011 - October 2012
AllianceBernstein January 2008 - September 2011
CreditSights Inc. January 2006 - January 2008
Kiehl's Since 1851 September 2005 - December 2005
Morgan Stanley May 2005 - August 2005
Skills
Series 7, Series 66, Product Marketing, Marketing Communications, Mutual Funds, 529 Plans, Hedge Funds, Alternative Investments, Strategic Communications, Investor Relations..., Uniform Combined State..., Investment Management, Marketing
Education
New York University
Bachelor of Science, Communications and Media
Vincent Picataggio's Neuberger Berman Experience December 1998 - Present
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman December 1998 - Present
ABC Television April 1997 - November 1998
Dreyfus Corp January 1997 - April 1997
Harper Collins Publishers May 1994 - January 1997
Servo Corp May 1992 - May 1994
Porta Systems March 1991 - May 1992
Itron March 1988 - March 1991
Skills
Software Development
Education
New York Institute of Technology 1983 — 1987
BSEE, Electrical Engineering
Neuberger Berman December 1998 - Present
ABC Television April 1997 - November 1998
Dreyfus Corp January 1997 - April 1997
Harper Collins Publishers May 1994 - January 1997
Servo Corp May 1992 - May 1994
Porta Systems March 1991 - May 1992
Itron March 1988 - March 1991
Skills
Software Development
Education
New York Institute of Technology 1983 — 1987
BSEE, Electrical Engineering
Sasha Mastey's Neuberger Berman Experience November 2006 - Present
Job VP at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman November 2006 - Present
Ryan Labs 2005 - 2007
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Investments
Education
Pace University 2001 — 2005
BBA, Finance/Economics
Neuberger Berman November 2006 - Present
Ryan Labs 2005 - 2007
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Investments
Education
Pace University 2001 — 2005
BBA, Finance/Economics
Art S. Kagel's Neuberger Berman Experience 1990 - 1993
Job President and Principal Consultant at ASK Database Management
Industry Information Technology and Services
Experience
ASK Database Management April 2013 - Present
International Informix Users Group May 2008 - Present
Advanced DataTools Corp. January 2010 - April 2013
Cisco Systems 2008 - July 2011
Oninit, LLC November 2007 - January 2010
Bloomberg May 1993 - November 2007
Bloomberg LP May 1993 - November 2007
Neuberger Berman 1990 - 1993
Skills
Informix, UNIX Script, Informix 4GL, 4GL, Embedded SQL, Databases, Database Administration, Data Warehousing, Database Design, Data Mining, Database Management, Unix Shell Scripting, Unix, Unix Administration, UNIX Databases, Application Design, Algorithm Design, User Interface Design, Performance Tuning, Relational Databases, High Availability, Replication, AIX, Solaris, HP-UX, Shell Scripting, Data Modeling, SQL, RDBMS, Data Migration, Stored Procedures, Perl, Business Intelligence, Linux, ETL, C, SQL Tuning, Disaster Recovery, Software Development, C++, COBOL, Programming, Application Development, Systems Analysis, Big Data, Database Admin, Software Design, Cluster, Oracle, Enterprise Architecture
Education
Polytechnic University 1973 — 1976
Mathematics
Saint John's University 1976 — 1979
BA, Business and Marketing
New York University 1981 — 1982
Information Systems
ASK Database Management April 2013 - Present
International Informix Users Group May 2008 - Present
Advanced DataTools Corp. January 2010 - April 2013
Cisco Systems 2008 - July 2011
Oninit, LLC November 2007 - January 2010
Bloomberg May 1993 - November 2007
Bloomberg LP May 1993 - November 2007
Neuberger Berman 1990 - 1993
Skills
Informix, UNIX Script, Informix 4GL, 4GL, Embedded SQL, Databases, Database Administration, Data Warehousing, Database Design, Data Mining, Database Management, Unix Shell Scripting, Unix, Unix Administration, UNIX Databases, Application Design, Algorithm Design, User Interface Design, Performance Tuning, Relational Databases, High Availability, Replication, AIX, Solaris, HP-UX, Shell Scripting, Data Modeling, SQL, RDBMS, Data Migration, Stored Procedures, Perl, Business Intelligence, Linux, ETL, C, SQL Tuning, Disaster Recovery, Software Development, C++, COBOL, Programming, Application Development, Systems Analysis, Big Data, Database Admin, Software Design, Cluster, Oracle, Enterprise Architecture
Education
Polytechnic University 1973 — 1976
Mathematics
Saint John's University 1976 — 1979
BA, Business and Marketing
New York University 1981 — 1982
Information Systems
Ana Tzanos's Neuberger Berman Experience 2000 - 2007
Job Elementary Substitute Teach at DGK Parochial School, Bklyn, NY
Industry Education Management
Experience
DGK Holy Cross Parochial School January 2015 - Present
Morgan, Lewis & Bockius LLP April 2008 - Present
Morgan Lewis & Bockius 2008 - Present
Lehman Brothers 2005 - 2008
Neuberger Berman / Marketing 2000 - 2008
Neuberger Berman 2000 - 2007
Sullivan & Cromwell LLP 1997 - 1998
Skills
Elementary Teaching, SmartBoard, Knowledge of IEP Forms, Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Illustrator, Photoshop, Visio, Technology, HTML 5, CSS Javascript, Dreamweaver, Mac OS X, Network Administration, Maya Dynamics, Flexibility, Advertising, Project Management
Education
Touro College 2011 — 2014
MS in Special and General Education, Special Education, 3.7 GPA
Pace University 2001 — 2005
BS, Computer Science
DGK Holy Cross Parochial School January 2015 - Present
Morgan, Lewis & Bockius LLP April 2008 - Present
Morgan Lewis & Bockius 2008 - Present
Lehman Brothers 2005 - 2008
Neuberger Berman / Marketing 2000 - 2008
Neuberger Berman 2000 - 2007
Sullivan & Cromwell LLP 1997 - 1998
Skills
Elementary Teaching, SmartBoard, Knowledge of IEP Forms, Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Illustrator, Photoshop, Visio, Technology, HTML 5, CSS Javascript, Dreamweaver, Mac OS X, Network Administration, Maya Dynamics, Flexibility, Advertising, Project Management
Education
Touro College 2011 — 2014
MS in Special and General Education, Special Education, 3.7 GPA
Pace University 2001 — 2005
BS, Computer Science
Angela Remsen's Neuberger Berman Experience May 1994 - September 1994
Job Firm Administrator at Perlson LLP
Industry Accounting
Experience
Perlson LLP February 2001 - Present
Origami Owl Custom Jewelry December 2012 - Present
Tastefully Simple January 2012 - Present
Angie's Candies and Custom Gifts January 2000 - Present
Copiague Memorial Public Library June 1990 - February 2001
Neuberger Berman May 1994 - September 1994
Skills
Per Diem Executive..., Event Management, Corporate Events, Personal Income Tax..., Fundraising, Management Consulting, Income Tax, Tax, Financial Reporting, Strategic Planning, Customer Service, QuickBooks, New Business Development, Accounting, Art, Entertainment, Tax Preparation, Bookkeeping, Budgets, Small Business, Tax Returns, General Ledger, Office Management, Microsoft Excel, Financial Analysis, Management
Education
Copiague HS
Nassau Community College
York College of Pennsylvania
Perlson LLP February 2001 - Present
Origami Owl Custom Jewelry December 2012 - Present
Tastefully Simple January 2012 - Present
Angie's Candies and Custom Gifts January 2000 - Present
Copiague Memorial Public Library June 1990 - February 2001
Neuberger Berman May 1994 - September 1994
Skills
Per Diem Executive..., Event Management, Corporate Events, Personal Income Tax..., Fundraising, Management Consulting, Income Tax, Tax, Financial Reporting, Strategic Planning, Customer Service, QuickBooks, New Business Development, Accounting, Art, Entertainment, Tax Preparation, Bookkeeping, Budgets, Small Business, Tax Returns, General Ledger, Office Management, Microsoft Excel, Financial Analysis, Management
Education
Copiague HS
Nassau Community College
York College of Pennsylvania
Anthony Ruggiero's Neuberger Berman Experience 2000 - 2004
Job Sourcing Specialist at Blooomberg LP
Industry Financial Services
Experience
Blooomberg LP December 2014 - Present
Nomura Holdings Americas May 2012 - November 2014
Express Scripts (Medco Health Solutions) August 2011 - May 2012
MF Global April 2009 - August 2011
Barclays Capital 2008 - 2009
Lehman Brothers July 2006 - September 2008
AIG 2003 - 2004
Neuberger Berman 2000 - 2004
Pershing 1988 - 1994
Skills
Sourcing, Global Sourcing, Vendor Management, Strategic Sourcing, Purchasing, Analysis, Business Process..., Change Management, Business Strategy, Contract Management, Contract Negotiation, Cross-functional Team..., E-procurement, ERP, Forecasting, Management, Negotiation, Offshoring, Operations Management, Outsourcing, Process Improvement, Procurement, Program Management, Project Management, RFP, Risk Management, SAP, Spend Analysis, Strategic Planning, Strategy, Supplier Development, Supplier Evaluation, Supply Chain, Supply Chain Management, Supply Management, Team Leadership, Telecommunications
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, Management
Xaverian High School 1982 — 1986
Blooomberg LP December 2014 - Present
Nomura Holdings Americas May 2012 - November 2014
Express Scripts (Medco Health Solutions) August 2011 - May 2012
MF Global April 2009 - August 2011
Barclays Capital 2008 - 2009
Lehman Brothers July 2006 - September 2008
AIG 2003 - 2004
Neuberger Berman 2000 - 2004
Pershing 1988 - 1994
Skills
Sourcing, Global Sourcing, Vendor Management, Strategic Sourcing, Purchasing, Analysis, Business Process..., Change Management, Business Strategy, Contract Management, Contract Negotiation, Cross-functional Team..., E-procurement, ERP, Forecasting, Management, Negotiation, Offshoring, Operations Management, Outsourcing, Process Improvement, Procurement, Program Management, Project Management, RFP, Risk Management, SAP, Spend Analysis, Strategic Planning, Strategy, Supplier Development, Supplier Evaluation, Supply Chain, Supply Chain Management, Supply Management, Team Leadership, Telecommunications
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, Management
Xaverian High School 1982 — 1986
Louisa Taormina's Neuberger Berman Experience June 2001 - Present
Job Executive Assistant at Neuberger Berman
Industry Investment Banking
Experience
Neuberger Berman June 2001 - Present
Lehman Brothers 2001 - 2009
Panache Resources & Systems Corp January 1981 - May 2001
Skills
Bloomberg, Expense Management, Calendaring, Equities, Securities, Concur, Fixed Income, Back Office, Calendars, Investment Banking, Travel Arrangements, Hedge Funds, Asset Management, Capital Markets
Education
Pace University
-, general studies
Neuberger Berman June 2001 - Present
Lehman Brothers 2001 - 2009
Panache Resources & Systems Corp January 1981 - May 2001
Skills
Bloomberg, Expense Management, Calendaring, Equities, Securities, Concur, Fixed Income, Back Office, Calendars, Investment Banking, Travel Arrangements, Hedge Funds, Asset Management, Capital Markets
Education
Pace University
-, general studies
Rachel Jansen Delevante's Neuberger Berman Experience December 2013 - Present
Job Regional Sales Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman December 2013 - Present
Neuberger Berman October 2010 - December 2013
SecondMarket July 2008 - October 2010
BMO Capital Markets August 2006 - August 2007
Graham Capital Management 2004 - 2004
Skills
FINRA Series 7, 63, 65, Strategy, Equities, Trading, Finance, Management, Marketing, Sales, FX Options, Advertising, Sales Operations, Commodity, Series 7, Series 63, Alternative Investments, Hedge Funds, Financial Modeling, Bloomberg, Investments, Capital Markets, Securities
Education
Tulane University 2007 — 2008
Masters, Molecular & Cellular Biology
New York University
Post Baccalaureate, Pre-Medical Studies
University of Miami 2000 — 2003
Bachelor of Business Administration, Finance
Neuberger Berman December 2013 - Present
Neuberger Berman October 2010 - December 2013
SecondMarket July 2008 - October 2010
BMO Capital Markets August 2006 - August 2007
Graham Capital Management 2004 - 2004
Skills
FINRA Series 7, 63, 65, Strategy, Equities, Trading, Finance, Management, Marketing, Sales, FX Options, Advertising, Sales Operations, Commodity, Series 7, Series 63, Alternative Investments, Hedge Funds, Financial Modeling, Bloomberg, Investments, Capital Markets, Securities
Education
Tulane University 2007 — 2008
Masters, Molecular & Cellular Biology
New York University
Post Baccalaureate, Pre-Medical Studies
University of Miami 2000 — 2003
Bachelor of Business Administration, Finance
Barbara Muinos's Neuberger Berman Experience
Job SVP at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman
Skills
Mutual Funds, Asset Management, Securities, Fixed Income, Financial Analysis, Hedge Funds, Equities, Alternative Investments, Investments
Education
Pace University - Lubin School of Business 1976 — 1980
BBA, Accounting
Neuberger Berman
Skills
Mutual Funds, Asset Management, Securities, Fixed Income, Financial Analysis, Hedge Funds, Equities, Alternative Investments, Investments
Education
Pace University - Lubin School of Business 1976 — 1980
BBA, Accounting
Ben Whitcher's Neuberger Berman Experience July 2008 - March 2010
Job Quantitative Analyst at Bracebridge Capital
Industry Investment Management
Experience
The World Bank March 2012 - June 2014
Accenture April 2010 - March 2012
Neuberger Berman July 2008 - March 2010
Lehman Brothers Asset Management June 2007 - August 2007
Kellogg School of Management June 2006 - June 2007
Education
Princeton University 2014 — 2015
Master in Finance
Kellogg School of Management 2007 — 2008
Certificate
Northwestern University 2004 — 2008
BS
The World Bank March 2012 - June 2014
Accenture April 2010 - March 2012
Neuberger Berman July 2008 - March 2010
Lehman Brothers Asset Management June 2007 - August 2007
Kellogg School of Management June 2006 - June 2007
Education
Princeton University 2014 — 2015
Master in Finance
Kellogg School of Management 2007 — 2008
Certificate
Northwestern University 2004 — 2008
BS
Jay Berkowitz's Neuberger Berman Experience March 2014 - Present
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman March 2014 - Present
The Bank of New York Mellon 2011 - 2013
The Bank of New York Mellon 2005 - 2011
JP Morgan 1990 - 2005
Skills
Securities, Equities, Derivatives, Financial Services, Alternative Investments, Fixed Income, Investments, Mutual Funds, Asset Managment, Asset Management, Banking, Financial Markets, Relationship Management, Hedge Funds, Capital Markets, Financial Risk, Risk Management, Portfolio Management, Trading, Bonds, Back Office, FX Options, Investment Management, Wealth Management, AML, Investment Banking, Managerial Skills, Series 63, Management
Education
New York University
B.A., Biology
Neuberger Berman March 2014 - Present
The Bank of New York Mellon 2011 - 2013
The Bank of New York Mellon 2005 - 2011
JP Morgan 1990 - 2005
Skills
Securities, Equities, Derivatives, Financial Services, Alternative Investments, Fixed Income, Investments, Mutual Funds, Asset Managment, Asset Management, Banking, Financial Markets, Relationship Management, Hedge Funds, Capital Markets, Financial Risk, Risk Management, Portfolio Management, Trading, Bonds, Back Office, FX Options, Investment Management, Wealth Management, AML, Investment Banking, Managerial Skills, Series 63, Management
Education
New York University
B.A., Biology
Jeremy Pease's Neuberger Berman Experience May 2012 - Present
Job CLO Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2012 - Present
US Bank July 2008 - April 2012
Skills
Structured Products, CDO, Financial Analysis, Financial Modeling, Portfolio Management, Fixed Income, Finance, Banking, Risk Management, Capital Markets, Investments, Credit Analysis, Microsoft Excel, Credit, Equities, Securities, Derivatives, Financial Reporting, Asset Management, Financial Services
Education
Northern Illinois University 2004 — 2008
Bachelors, Finance
Neuberger Berman May 2012 - Present
US Bank July 2008 - April 2012
Skills
Structured Products, CDO, Financial Analysis, Financial Modeling, Portfolio Management, Fixed Income, Finance, Banking, Risk Management, Capital Markets, Investments, Credit Analysis, Microsoft Excel, Credit, Equities, Securities, Derivatives, Financial Reporting, Asset Management, Financial Services
Education
Northern Illinois University 2004 — 2008
Bachelors, Finance
Jared Feeney, CFA's Neuberger Berman Experience October 2013 - Present
Job High Yield Credit Research at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman October 2013 - Present
J.P. Morgan April 2011 - October 2013
J.P. Morgan July 2009 - April 2011
J.P. Morgan July 2008 - July 2009
Skills
Financial Modeling, Capital Markets, Equities, Investments, Finance, Asset Allocation, Credit, Investment Management, Strategy, Analysis, Banking, Leveraged Finance, Loans, Valuation, Investment Banking, Bloomberg, Corporate Finance, Fixed Income, Financial Analysis, Hedge Funds, Private Equity, High Yield, Bonds, Alternative Investments, Equity Research, Derivatives
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2008
BBA, Finance
University of Michigan 2004 — 2005
Neuberger Berman October 2013 - Present
J.P. Morgan April 2011 - October 2013
J.P. Morgan July 2009 - April 2011
J.P. Morgan July 2008 - July 2009
Skills
Financial Modeling, Capital Markets, Equities, Investments, Finance, Asset Allocation, Credit, Investment Management, Strategy, Analysis, Banking, Leveraged Finance, Loans, Valuation, Investment Banking, Bloomberg, Corporate Finance, Fixed Income, Financial Analysis, Hedge Funds, Private Equity, High Yield, Bonds, Alternative Investments, Equity Research, Derivatives
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2008
BBA, Finance
University of Michigan 2004 — 2005
Sandy Matthews's Neuberger Berman Experience March 2004 - September 2006
Job Executive Director & Senior Research Analyst, High Yield Municipal Strategies at Palmer Square Capital Management LLC
Industry Financial Services
Experience
Palmer Square Capital Management LLC February 2015 - Present
Spring Mountain Capital, LP January 2012 - February 2015
Ofelia Capital January 2010 - December 2011
Aroya Capital LP April 2008 - August 2009
Cohen & Co. / Cohen Municipal Capital Management August 2007 - April 2008
Fitch Ratings September 2006 - July 2007
Neuberger Berman March 2004 - September 2006
Radian Asset Assurance Inc. June 2002 - March 2004
Stardard & Poor's Corp. October 1998 - June 2002
Education
New York University
MPA, Public Policy
Queens College
BA, Political Science
Palmer Square Capital Management LLC February 2015 - Present
Spring Mountain Capital, LP January 2012 - February 2015
Ofelia Capital January 2010 - December 2011
Aroya Capital LP April 2008 - August 2009
Cohen & Co. / Cohen Municipal Capital Management August 2007 - April 2008
Fitch Ratings September 2006 - July 2007
Neuberger Berman March 2004 - September 2006
Radian Asset Assurance Inc. June 2002 - March 2004
Stardard & Poor's Corp. October 1998 - June 2002
Education
New York University
MPA, Public Policy
Queens College
BA, Political Science
Mario D'Elia's Neuberger Berman Experience August 1999 - April 2003
Job .
Industry Financial Services
Experience
Douglas Elliman Real Estate October 2014 - Present
MIM Corp. 2010 - July 2014
Preferred Empire Mortgage Company February 2007 - February 2010
Gerson Lehrman Group May 2003 - January 2007
Neuberger Berman August 1999 - April 2003
Arrow Electronics 1999 - 2000
Margolin, Winer & Evens LLP 1996 - 1998
Marks Paneth & Shron LLP 1994 - 1996
Education
New York Institute of Technology 1989 — 1994
BS, Accounting
Douglas Elliman Real Estate October 2014 - Present
MIM Corp. 2010 - July 2014
Preferred Empire Mortgage Company February 2007 - February 2010
Gerson Lehrman Group May 2003 - January 2007
Neuberger Berman August 1999 - April 2003
Arrow Electronics 1999 - 2000
Margolin, Winer & Evens LLP 1996 - 1998
Marks Paneth & Shron LLP 1994 - 1996
Education
New York Institute of Technology 1989 — 1994
BS, Accounting
Marilynn Prospere's Neuberger Berman Experience May 2014 - Present
Job Senior Business Analyst at American Express
Industry Financial Services
Experience
Neuberger Berman May 2014 - Present
American Express March 2007 - April 2012
Olympian Capital Management 2010 - 2010
Strategic Forum Student Group (FL Chapter) 2008 - 2010
Skills
Project Management and..., Data Analysis and..., Process Analysis and..., Strategic Planning, Product Launch &..., Tactical Deployment, Process Improvement, Project Deployment and..., Management of..., Metrics Management, Change Management, Financial Analysis, Financial Modeling, Business Analysis, Portfolio Management, Visio, Microsoft Excel, Leadership, Business Strategy, Bloomberg, Voice of the Customer..., Analysis, Business Development, SharePoint
Education
Nova Southeastern University 2008 — 2010
MBA, Finance
New York University 1994 — 1998
Bachelor of Arts, Anthropology
Neuberger Berman May 2014 - Present
American Express March 2007 - April 2012
Olympian Capital Management 2010 - 2010
Strategic Forum Student Group (FL Chapter) 2008 - 2010
Skills
Project Management and..., Data Analysis and..., Process Analysis and..., Strategic Planning, Product Launch &..., Tactical Deployment, Process Improvement, Project Deployment and..., Management of..., Metrics Management, Change Management, Financial Analysis, Financial Modeling, Business Analysis, Portfolio Management, Visio, Microsoft Excel, Leadership, Business Strategy, Bloomberg, Voice of the Customer..., Analysis, Business Development, SharePoint
Education
Nova Southeastern University 2008 — 2010
MBA, Finance
New York University 1994 — 1998
Bachelor of Arts, Anthropology
Steven Boor's Neuberger Berman Experience November 2006 - March 2010
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas March 2015 - Present
BNP Paribas July 2010 - February 2015
Neuberger Berman November 2006 - March 2010
ABN AMRO January 2005 - November 2006
Skills
Fixed Income, Bloomberg, Capital Markets, Financial Modeling, Valuation, Equities, Financial Analysis, Investments, Management, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance
Purdue University - Krannert School of Management 2000 — 2004
Bachelor of Science, Industial Management
BNP Paribas March 2015 - Present
BNP Paribas July 2010 - February 2015
Neuberger Berman November 2006 - March 2010
ABN AMRO January 2005 - November 2006
Skills
Fixed Income, Bloomberg, Capital Markets, Financial Modeling, Valuation, Equities, Financial Analysis, Investments, Management, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance
Purdue University - Krannert School of Management 2000 — 2004
Bachelor of Science, Industial Management
Greg Lewin's Neuberger Berman Experience April 1984 - June 1996
Job Investment Professional
Industry Investment Management
Experience
HUM NEWS August 2010 - Present
TLF Capital March 2010 - April 2011
Sailfish Capital Partners March 2006 - June 2007
Lewin Capital Partners January 2003 - March 2006
Charter Oak Partners July 1996 - December 2002
Neuberger Berman April 1984 - June 1996
Merrill Lynch January 1982 - January 1984
IBM January 1979 - January 1982
Education
Northwestern University 1975 — 1979
B.S, Engineering
New York University
M.B.A, Finance
HUM NEWS August 2010 - Present
TLF Capital March 2010 - April 2011
Sailfish Capital Partners March 2006 - June 2007
Lewin Capital Partners January 2003 - March 2006
Charter Oak Partners July 1996 - December 2002
Neuberger Berman April 1984 - June 1996
Merrill Lynch January 1982 - January 1984
IBM January 1979 - January 1982
Education
Northwestern University 1975 — 1979
B.S, Engineering
New York University
M.B.A, Finance
Nickolaos Tsalikis's Neuberger Berman Experience May 1993 - September 2004
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2010 - Present
Fred Alger Management September 2004 - January 2010
Neuberger Berman May 1993 - September 2004
The Bank of New York September 1989 - May 1993
PERSHING AND CO June 1987 - September 1989
Skills
Securities, Mutual Funds, Portfolio Management, Series 7, Asset Management, Equities
Education
New York University 1982 — 1986
BS, Management/Marketing
benjamin n cardozo 1980 — 1982
hs
Bank of America Merrill Lynch March 2010 - Present
Fred Alger Management September 2004 - January 2010
Neuberger Berman May 1993 - September 2004
The Bank of New York September 1989 - May 1993
PERSHING AND CO June 1987 - September 1989
Skills
Securities, Mutual Funds, Portfolio Management, Series 7, Asset Management, Equities
Education
New York University 1982 — 1986
BS, Management/Marketing
benjamin n cardozo 1980 — 1982
hs
Dorota Sawicz's Neuberger Berman Experience June 2015 - Present
Job Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman June 2015 - Present
Electra Information Systems October 2014 - April 2015
Neuberger Berman 2014 - 2014
GoldenTree Asset Management 2008 - 2014
Skills
Fixed Income, Project Management, System Automation
Education
New York University 2004 — 2008
Neuberger Berman June 2015 - Present
Electra Information Systems October 2014 - April 2015
Neuberger Berman 2014 - 2014
GoldenTree Asset Management 2008 - 2014
Skills
Fixed Income, Project Management, System Automation
Education
New York University 2004 — 2008
Andrew Witkowski's Neuberger Berman Experience August 2008 - October 2014
Job Consultant
Industry Financial Services
Experience
Lord Abbett November 2014 - June 2015
Neuberger Berman August 2008 - October 2014
Morgan Stanley March 2007 - June 2008
Bank of America March 2006 - February 2007
Credit Suisse January 2005 - March 2006
Skills
Sybase, Perl, Linux, Data Warehousing, Software Project..., Microsoft SQL Server, Oracle, Unix, DB2, SQL, SDLC, PL/SQL, Unix Shell Scripting, Weblogic, Databases, Requirements Analysis, Database Design, Shell Scripting
Education
Pace University
MS, Computer Science
Queens College
Bachelor's Degree, Computer Science
Lord Abbett November 2014 - June 2015
Neuberger Berman August 2008 - October 2014
Morgan Stanley March 2007 - June 2008
Bank of America March 2006 - February 2007
Credit Suisse January 2005 - March 2006
Skills
Sybase, Perl, Linux, Data Warehousing, Software Project..., Microsoft SQL Server, Oracle, Unix, DB2, SQL, SDLC, PL/SQL, Unix Shell Scripting, Weblogic, Databases, Requirements Analysis, Database Design, Shell Scripting
Education
Pace University
MS, Computer Science
Queens College
Bachelor's Degree, Computer Science
Judith Sladon's Neuberger Berman Experience 1979 - 1980
Job Financial Services Professional
Industry Financial Services
Experience
The Dreyfus Corporation 2001 - 2010
Prudential Securities Inc. 1997 - 2001
The AMBAC Financial Group 1992 - 1996
Drexel Burnham Lambert, Inc. 1980 - 1990
Neuberger Berman 1979 - 1980
Smith Barney 1978 - 1979
Skills
Corporate Communications, Social Media, Fixed Income, Hedge Funds, Investments, Series 7, Equities, Asset Management, Marketing, Marketing Communications, Sales, Alternative Investments, Mutual Funds, Finance, Capital Markets, Portfolio Management, Derivatives, Financial Services, Securities, Management
Education
Pace University
MBA Program, Management, Marketing
Roosevelt University
B.A.
The Dreyfus Corporation 2001 - 2010
Prudential Securities Inc. 1997 - 2001
The AMBAC Financial Group 1992 - 1996
Drexel Burnham Lambert, Inc. 1980 - 1990
Neuberger Berman 1979 - 1980
Smith Barney 1978 - 1979
Skills
Corporate Communications, Social Media, Fixed Income, Hedge Funds, Investments, Series 7, Equities, Asset Management, Marketing, Marketing Communications, Sales, Alternative Investments, Mutual Funds, Finance, Capital Markets, Portfolio Management, Derivatives, Financial Services, Securities, Management
Education
Pace University
MBA Program, Management, Marketing
Roosevelt University
B.A.
Louis Calabrese's Neuberger Berman Experience May 2009 - Present
Job Assistant Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers April 2005 - April 2009
Morgan Stanley January 2002 - December 2004
CSI Computers LLC April 1997 - December 2001
Skills
Equities, Fixed Income, SDLC, IT Management, Market Data, Requirements Analysis, Equity Trading, Management, Trading Systems, ThomsonOne, Charles River IMS, Financial Services, MacGregor, Salesforce.com, Factset Marquee, Siebel 7.x, SQL, Business Analysis, Project Management, Banking, Unix, Captivate, Asset Management, Electronic Trading, Quality Assurance, Securities, Mutual Funds, ITIL, Active Directory
Education
New Jersey Institute of Technology 2000 — 2004
BS, Computer Science
Neuberger Berman May 2009 - Present
Lehman Brothers April 2005 - April 2009
Morgan Stanley January 2002 - December 2004
CSI Computers LLC April 1997 - December 2001
Skills
Equities, Fixed Income, SDLC, IT Management, Market Data, Requirements Analysis, Equity Trading, Management, Trading Systems, ThomsonOne, Charles River IMS, Financial Services, MacGregor, Salesforce.com, Factset Marquee, Siebel 7.x, SQL, Business Analysis, Project Management, Banking, Unix, Captivate, Asset Management, Electronic Trading, Quality Assurance, Securities, Mutual Funds, ITIL, Active Directory
Education
New Jersey Institute of Technology 2000 — 2004
BS, Computer Science
Tom McDonough III's Neuberger Berman Experience September 2015 - Present
Job Portfolio Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2015 - Present
Neuberger Berman June 2015 - September 2015
Neuberger Berman June 2013 - May 2015
Fidelity Investments April 2012 - May 2013
Skills
Financial Analysis, Microsoft Office, Series 7, Series 66, PowerPoint, Data Analysis, Microsoft Excel
Education
New York University - Polytechnic School of Engineering 2009 — 2013
Bachelor of Science (B.S.), Business and Technology Management; Finance Concentration, 3.2 GPA
Neuberger Berman September 2015 - Present
Neuberger Berman June 2015 - September 2015
Neuberger Berman June 2013 - May 2015
Fidelity Investments April 2012 - May 2013
Skills
Financial Analysis, Microsoft Office, Series 7, Series 66, PowerPoint, Data Analysis, Microsoft Excel
Education
New York University - Polytechnic School of Engineering 2009 — 2013
Bachelor of Science (B.S.), Business and Technology Management; Finance Concentration, 3.2 GPA
Paul Abbate's Neuberger Berman Experience September 2014 - Present
Job Private Funds Investor Relations at Neuberger Berman
Industry Banking
Experience
Neuberger Berman September 2014 - Present
UBS March 2011 - September 2014
JP Morgan Chase July 2008 - March 2011
Skills
Financial Analysis, Securities, Financial Services, Business Analysis, Microsoft Office, Financial Modeling, Hedge Funds
Education
Pace University - Lubin School of Business 2004 — 2008
Finance
Neuberger Berman September 2014 - Present
UBS March 2011 - September 2014
JP Morgan Chase July 2008 - March 2011
Skills
Financial Analysis, Securities, Financial Services, Business Analysis, Microsoft Office, Financial Modeling, Hedge Funds
Education
Pace University - Lubin School of Business 2004 — 2008
Finance
Margaret Shao's Neuberger Berman Experience January 2009 - January 2010
Job Banking Professional
Industry Banking
Experience
Neuberger Berman January 2009 - January 2010
HSBC Securities September 2004 - December 2008
TEAMSTER ASSOCIATED TRUST FUND March 2002 - July 2004
Education
Pace University 1998 — 2002
Bachelor of Business Administration, Accounting
Pace University - Lubin School of Business
Master of Science, Finance
Neuberger Berman January 2009 - January 2010
HSBC Securities September 2004 - December 2008
TEAMSTER ASSOCIATED TRUST FUND March 2002 - July 2004
Education
Pace University 1998 — 2002
Bachelor of Business Administration, Accounting
Pace University - Lubin School of Business
Master of Science, Finance
Cameron Dwyer's Neuberger Berman Experience June 2014 - Present
Job Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2014 - Present
ING Financial Partners August 2011 - December 2013
United Nations September 2008 - December 2008
Skills
Portfolio Management, Asset Allocation, Relationship Management, Precedent Transactions, Comparable Companies, DCF Analysis, LBO Analysis
Education
Liverpool School of Tropical Medicine 2010 — 2010
Postgraduate Diploma, Humanitarian Assistance
Occidental College 2007 — 2009
Bachelor of Arts (B.A.), Diplomacy and World Affairs
Neuberger Berman June 2014 - Present
ING Financial Partners August 2011 - December 2013
United Nations September 2008 - December 2008
Skills
Portfolio Management, Asset Allocation, Relationship Management, Precedent Transactions, Comparable Companies, DCF Analysis, LBO Analysis
Education
Liverpool School of Tropical Medicine 2010 — 2010
Postgraduate Diploma, Humanitarian Assistance
Occidental College 2007 — 2009
Bachelor of Arts (B.A.), Diplomacy and World Affairs
Dawn Giuffra's Neuberger Berman Experience 1999 - 2004
Job Member Services at Quadriserv
Industry Financial Services
Experience
Automated Equity Finance Markets, Inc (AQS) August 2009 - Present
Kellner DiLeo 2007 - 2009
Neuberger Berman 1999 - 2004
Skills
AQS, DTC, Loanet, Securities Lending, Bloomberg, Equities, Prime Brokerage, Fixed Income, Trading, Securities, Series 7, Options, Back Office, Trading Systems, Electronic Trading, Equity Trading, Capital Markets, Hedge Funds
Education
Pace University - Lubin School of Business 1991 — 1996
BBA, Marketing Management
Automated Equity Finance Markets, Inc (AQS) August 2009 - Present
Kellner DiLeo 2007 - 2009
Neuberger Berman 1999 - 2004
Skills
AQS, DTC, Loanet, Securities Lending, Bloomberg, Equities, Prime Brokerage, Fixed Income, Trading, Securities, Series 7, Options, Back Office, Trading Systems, Electronic Trading, Equity Trading, Capital Markets, Hedge Funds
Education
Pace University - Lubin School of Business 1991 — 1996
BBA, Marketing Management
Steven Bonanno's Neuberger Berman Experience February 2013 - Present
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2013 - Present
BlackRock June 2007 - February 2013
Deutsche Asset Management June 2005 - June 2007
Prudential Financial February 1999 - June 2005
Education
Pace University
Neuberger Berman February 2013 - Present
BlackRock June 2007 - February 2013
Deutsche Asset Management June 2005 - June 2007
Prudential Financial February 1999 - June 2005
Education
Pace University
Yngrid Scanlon's Neuberger Berman Experience 1993 - 2008
Job Spanish Teacher at Red Bank Regional School District
Industry Education Management
Experience
Red Bank Regional School District 2008 - Present
Societe Generale 2008 - 2008
Neuberger Berman 1993 - 2008
Skills
Fluent in Spanish
Education
Saint Peter's College 1985 — 1988
Bachelor of Science, Finance/ Economics
New Jersey City University
Master, Hurban Studies
Red Bank Regional School District 2008 - Present
Societe Generale 2008 - 2008
Neuberger Berman 1993 - 2008
Skills
Fluent in Spanish
Education
Saint Peter's College 1985 — 1988
Bachelor of Science, Finance/ Economics
New Jersey City University
Master, Hurban Studies
Arlene Adler's Neuberger Berman Experience February 2004 - Present
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2004 - Present
Fleet Bank May 2002 - January 2004
Education
Northeastern University 1970 — 1973
Bachelor of Science, Sociology
Barnard School for Girls 1966 — 1969
Neuberger Berman February 2004 - Present
Fleet Bank May 2002 - January 2004
Education
Northeastern University 1970 — 1973
Bachelor of Science, Sociology
Barnard School for Girls 1966 — 1969
Fran Rubinstein, MBA's Neuberger Berman Experience March 1986 - April 1993
Job Financial Advisor/Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
Wells Fargo Advisors, LLC September 2011 - January 2014
Morgan Stanley Smith Barney May 2008 - September 2011
Kaizen Media September 2006 - March 2008
Stanford Group Company May 2004 - March 2006
Ryan Beck & Co. June 1999 - February 2003
Southeast Research Partners October 1996 - July 1999
Donaldson, Lufkin & Jenrette May 1993 - November 1996
Neuberger Berman March 1986 - April 1993
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (MBA), Finance
State University of New York at Buffalo 1979 — 1983
Bachelor of Science (BS), Journalism & Communications
MetLife January 2014 - Present
Wells Fargo Advisors, LLC September 2011 - January 2014
Morgan Stanley Smith Barney May 2008 - September 2011
Kaizen Media September 2006 - March 2008
Stanford Group Company May 2004 - March 2006
Ryan Beck & Co. June 1999 - February 2003
Southeast Research Partners October 1996 - July 1999
Donaldson, Lufkin & Jenrette May 1993 - November 1996
Neuberger Berman March 1986 - April 1993
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (MBA), Finance
State University of New York at Buffalo 1979 — 1983
Bachelor of Science (BS), Journalism & Communications
Yves Siegel's Neuberger Berman Experience May 2012 - Present
Job Portfolio Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2012 - Present
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
Master of Business Administration (MBA), Finance, General
New York University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 1974 — 1977
High School
Neuberger Berman May 2012 - Present
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
Master of Business Administration (MBA), Finance, General
New York University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 1974 — 1977
High School
Joseph Preziosi's Neuberger Berman Experience April 2012 - September 2012
Job Compliance Professional
Industry Financial Services
Experience
Cordium (Formerly HedgeOp Compliance, LLC October 2012 - October 2013
Neuberger Berman April 2012 - September 2012
ING Investment Management March 2011 - January 2012
Kohlberg Kravis Roberts & Co September 2008 - September 2010
SunLife Financial July 2004 - June 2008
SunLife Financial July 2004 - November 2005
Skills
Investments, Securities, Recruiting, Training, Auditing, Management, Internal Audit, Policy, Account Reconciliation, AML, FINRA, Alternative Investments, Mutual Funds, Hedge Funds, Financial Services, Securities Regulation
Education
Pace University
Bachelor of Business Administration, Management
Cordium (Formerly HedgeOp Compliance, LLC October 2012 - October 2013
Neuberger Berman April 2012 - September 2012
ING Investment Management March 2011 - January 2012
Kohlberg Kravis Roberts & Co September 2008 - September 2010
SunLife Financial July 2004 - June 2008
SunLife Financial July 2004 - November 2005
Skills
Investments, Securities, Recruiting, Training, Auditing, Management, Internal Audit, Policy, Account Reconciliation, AML, FINRA, Alternative Investments, Mutual Funds, Hedge Funds, Financial Services, Securities Regulation
Education
Pace University
Bachelor of Business Administration, Management
Waael El-gazzar's Neuberger Berman Experience November 2012 - May 2013
Job at
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
National Futures Association June 2013 - December 2014
Neuberger Berman November 2012 - May 2013
Pace University January 2011 - February 2013
Argus Information & Advisory Services, LLC September 2012 - November 2012
National Securities April 2009 - May 2010
Accountemps. March 2008 - July 2008
Show Time Limousine February 2007 - April 2008
Skills
Microsoft Excel, Analysis, SQL, Portfolio Management, Customer Service, SAS, Trading, Financial Modeling, Financial Analysis, Series 7, Internal Audit, Finance, Financial Statements, PowerPoint, Accounting, Access, Microsoft Office, Internal Controls, QuickBooks
Education
Pace University - Lubin School of Business 2010 — 2013
MBA, Accounting
Pace University 2005 — 2007
BA, Biology
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
National Futures Association June 2013 - December 2014
Neuberger Berman November 2012 - May 2013
Pace University January 2011 - February 2013
Argus Information & Advisory Services, LLC September 2012 - November 2012
National Securities April 2009 - May 2010
Accountemps. March 2008 - July 2008
Show Time Limousine February 2007 - April 2008
Skills
Microsoft Excel, Analysis, SQL, Portfolio Management, Customer Service, SAS, Trading, Financial Modeling, Financial Analysis, Series 7, Internal Audit, Finance, Financial Statements, PowerPoint, Accounting, Access, Microsoft Office, Internal Controls, QuickBooks
Education
Pace University - Lubin School of Business 2010 — 2013
MBA, Accounting
Pace University 2005 — 2007
BA, Biology
Steve Shigekawa's Neuberger Berman Experience January 2002 - Present
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman January 2002 - Present
Education
New York University
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor's Degree
Neuberger Berman January 2002 - Present
Education
New York University
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor's Degree
Murat Yasanliel, CPA, MST's Neuberger Berman Experience 2013 - Present
Job International Tax
Industry Financial Services
Diane Kotil's Neuberger Berman Experience June 2014 - December 2014
Job Financial Services Professional
Industry Financial Services
Experience
Perritt Capital Management May 2015 - Present
Neuberger Berman June 2014 - December 2014
Horizon Wealth Management 2006 - 2013
Yacktman Asset Management Co. May 1992 - June 2005
Skills
Marketing, Account Management, Strategic Planning, Start-ups, Training, Insurance, Investments, Strategic Financial..., Accounting, Retirement Planning, Portfolio Management, Series 7, Asset Management, Investment Advisory, Wealth Management
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Business/Marketing
Perritt Capital Management May 2015 - Present
Neuberger Berman June 2014 - December 2014
Horizon Wealth Management 2006 - 2013
Yacktman Asset Management Co. May 1992 - June 2005
Skills
Marketing, Account Management, Strategic Planning, Start-ups, Training, Insurance, Investments, Strategic Financial..., Accounting, Retirement Planning, Portfolio Management, Series 7, Asset Management, Investment Advisory, Wealth Management
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Business/Marketing
Jason Andrada's Neuberger Berman Experience August 2014 - Present
Job Internal Audit Associate at Neuberger Berman
Industry
Experience
Neuberger Berman August 2014 - Present
Education
New York University 2012 — 2016
Economics, Rising Senior
Neuberger Berman August 2014 - Present
Education
New York University 2012 — 2016
Economics, Rising Senior