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
Andrea Olsen-Condon, MBA Andrea Olsen-Condon, MBA's Neuberger Berman Experience January 1998 - December 2000
Job President and Chief Investment Officer at Tanglewood Family Office
Industry Investment Management
Experience
Tanglewood Family Office 2005 - Present
University of St. Thomas-Houston 2010 - Present
Messier & Messier Financial Advisors January 2001 - July 2005
Neuberger Berman January 1998 - December 2000
Prometheus Advisors 1995 - 1996
Skills
Wealth Management, Portfolio Management, Economics, Lifestyle Management, Risk Management, Asset Management, Security Analysis, Asset Allocation, Equities, Investment Management
Education
Columbia University's Graduate School of Business 1984 — 1985
MBA, Finance/Marketing
Rice University 1981 — 1983
BA, Business/Economics
Tanglewood Family Office 2005 - Present
University of St. Thomas-Houston 2010 - Present
Messier & Messier Financial Advisors January 2001 - July 2005
Neuberger Berman January 1998 - December 2000
Prometheus Advisors 1995 - 1996
Skills
Wealth Management, Portfolio Management, Economics, Lifestyle Management, Risk Management, Asset Management, Security Analysis, Asset Allocation, Equities, Investment Management
Education
Columbia University's Graduate School of Business 1984 — 1985
MBA, Finance/Marketing
Rice University 1981 — 1983
BA, Business/Economics
Alejandro Agudelo Alejandro Agudelo's Neuberger Berman Experience May 2013 - Present
Job Senior Institutional Client Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2013 - Present
BNY Mellon October 2012 - May 2013
Legg Mason March 2008 - April 2012
E*TRADE Financial October 2007 - March 2008
Pershing LLC. October 2006 - July 2007
Skills
Microsoft Office, Bloomberg Terminal, TA2000, Rumba, ADP Payroll, Merlin, SAP, AWD, Ad Hoc Reporting, Citrix, DST, Mutual Funds, Asset Allocation, Financial Services, Wealth Management, Alternative Investments, Finance
Education
Queens College 2013 — 2015
Bachelor of Arts (B.A.), Economics
Queensborough Community College 2010 — 2012
Associate of Science (A.S.), Business Administration, Management and Operations
Neuberger Berman May 2013 - Present
BNY Mellon October 2012 - May 2013
Legg Mason March 2008 - April 2012
E*TRADE Financial October 2007 - March 2008
Pershing LLC. October 2006 - July 2007
Skills
Microsoft Office, Bloomberg Terminal, TA2000, Rumba, ADP Payroll, Merlin, SAP, AWD, Ad Hoc Reporting, Citrix, DST, Mutual Funds, Asset Allocation, Financial Services, Wealth Management, Alternative Investments, Finance
Education
Queens College 2013 — 2015
Bachelor of Arts (B.A.), Economics
Queensborough Community College 2010 — 2012
Associate of Science (A.S.), Business Administration, Management and Operations
Lucas Gowland Lucas Gowland's Neuberger Berman Experience June 2014 - August 2014
Job P&L Analyst
Industry Financial Services
Experience
Nitron Group March 2015 - Present
Neuberger Berman June 2014 - August 2014
Nexus Partners June 2013 - August 2013
OGRCC Rugby Camp June 2012 - August 2012
Entre Todos NGO- Micro Finance June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, English, Team Leadership, Time Management, Entrepreneurial..., Analysis, Social Media, Public Speaking
Education
Providence College 2010 — 2014
Bachelor of Arts (B.A.), Business Economics/ Finance
Greenwich High School 2006 — 2010
Nitron Group March 2015 - Present
Neuberger Berman June 2014 - August 2014
Nexus Partners June 2013 - August 2013
OGRCC Rugby Camp June 2012 - August 2012
Entre Todos NGO- Micro Finance June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, English, Team Leadership, Time Management, Entrepreneurial..., Analysis, Social Media, Public Speaking
Education
Providence College 2010 — 2014
Bachelor of Arts (B.A.), Business Economics/ Finance
Greenwich High School 2006 — 2010
Flavio Lourenco Flavio Lourenco's Neuberger Berman Experience April 1999 - December 2000
Job Consultant at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management February 2014 - Present
BNY Mellon April 2005 - May 2014
J&W Seligman December 2000 - April 2005
Neuberger Berman April 1999 - December 2000
Deutsche Bank (formerly Bankers Trust) July 1997 - April 1999
Coach September 1996 - July 1997
Abercrombie & Fitch August 1995 - September 1996
Skills
Fixed Income, Financial Services, Bloomberg, Analytics, Mutual Funds, Investments, Asset Management, Equities, Securities, Portfolio Management, Derivatives, Hedge Funds, Alternative Investments, Financial Analysis, Banking, GIPS, GIPS Compliance, Performance Attribution, Attribution, Market Risk, Risk Analytics, Investment Strategies, Investment Compliance, Management, Managerial Skills, Team Management, Relationship Management, Building Relationships, Customer Satisfaction, Sales, Product Development
Education
Seton Hall University
Bachelor of Science (BS), Finance, General
Barclays Wealth and Investment Management February 2014 - Present
BNY Mellon April 2005 - May 2014
J&W Seligman December 2000 - April 2005
Neuberger Berman April 1999 - December 2000
Deutsche Bank (formerly Bankers Trust) July 1997 - April 1999
Coach September 1996 - July 1997
Abercrombie & Fitch August 1995 - September 1996
Skills
Fixed Income, Financial Services, Bloomberg, Analytics, Mutual Funds, Investments, Asset Management, Equities, Securities, Portfolio Management, Derivatives, Hedge Funds, Alternative Investments, Financial Analysis, Banking, GIPS, GIPS Compliance, Performance Attribution, Attribution, Market Risk, Risk Analytics, Investment Strategies, Investment Compliance, Management, Managerial Skills, Team Management, Relationship Management, Building Relationships, Customer Satisfaction, Sales, Product Development
Education
Seton Hall University
Bachelor of Science (BS), Finance, General
Shawn M Druding Shawn M Druding's Neuberger Berman Experience August 2010 - April 2012
Job Project Manager in the Chief Technology Office (CTO)
Industry Financial Services
Experience
Citi November 2013 - Present
SMD Capital Inc. November 2013 - Present
Financial Times June 2013 - November 2013
BlackRock April 2012 - June 2013
Neuberger Berman August 2010 - April 2012
J.P. Morgan June 2008 - August 2010
Dechert LLP June 2006 - June 2008
Skills
Mutual Funds, Series 63, Alternative Investments, ETFs, Fixed Income, Investment Management, Bloomberg, Asset Allocation, Separately Managed..., New Business Development, Hedge Funds, Asset Management, Trading, Securities, Portfolio Management, Investments, Strategy, Relationship Management, Risk Management, Wealth Management, Financial Advisory, Mergers & Acquisitions, Equities, Wealth Management..., Investment Strategies, Financial Services, Investment Advisory, High Net Worth...
Education
Rowan University 2002 — 2006
B.A., Political Science and Government
Cherokee High School 1999 — 2002
Citi November 2013 - Present
SMD Capital Inc. November 2013 - Present
Financial Times June 2013 - November 2013
BlackRock April 2012 - June 2013
Neuberger Berman August 2010 - April 2012
J.P. Morgan June 2008 - August 2010
Dechert LLP June 2006 - June 2008
Skills
Mutual Funds, Series 63, Alternative Investments, ETFs, Fixed Income, Investment Management, Bloomberg, Asset Allocation, Separately Managed..., New Business Development, Hedge Funds, Asset Management, Trading, Securities, Portfolio Management, Investments, Strategy, Relationship Management, Risk Management, Wealth Management, Financial Advisory, Mergers & Acquisitions, Equities, Wealth Management..., Investment Strategies, Financial Services, Investment Advisory, High Net Worth...
Education
Rowan University 2002 — 2006
B.A., Political Science and Government
Cherokee High School 1999 — 2002
Ari Fromm, PMP's Neuberger Berman Experience December 2014 - Present
Job Senior Collaboration Engineer at Neuberger Berman
Industry Information Technology and Services
Experience
Neuberger Berman December 2014 - Present
InterCall March 2008 - March 2014
Docutend Imaging Solutions July 2006 - January 2008
Skills
Video Conferencing, Telecommunications, Project Management, Project Planning, MPLS Networking, SIP, SIP Trunking, Routing Protocols, Enterprise Network..., Streaming Media, Audio Conferencing, Software Development, Video Codec, Training, Problem Solving, Public Speaking, Project Engineering, Solution Selling, Unified Communications, Telepresence, Managed Services, Cross-functional Team..., Sales, CRM, Business Development, Account Management, Strategic Partnerships
Education
City University of New York-Queens College 2000 — 2004
Bachelor of Science (BS), History
Neuberger Berman December 2014 - Present
InterCall March 2008 - March 2014
Docutend Imaging Solutions July 2006 - January 2008
Skills
Video Conferencing, Telecommunications, Project Management, Project Planning, MPLS Networking, SIP, SIP Trunking, Routing Protocols, Enterprise Network..., Streaming Media, Audio Conferencing, Software Development, Video Codec, Training, Problem Solving, Public Speaking, Project Engineering, Solution Selling, Unified Communications, Telepresence, Managed Services, Cross-functional Team..., Sales, CRM, Business Development, Account Management, Strategic Partnerships
Education
City University of New York-Queens College 2000 — 2004
Bachelor of Science (BS), History
Alyssa Olsen Alyssa Olsen's Neuberger Berman Experience June 2014 - December 2014
Job Analytics and Corporate Strategy Associate at Third Avenue Management
Industry Financial Services
Experience
Third Avenue Management June 2015 - Present
Neuberger Berman June 2014 - December 2014
Consolidated Carpet June 2013 - August 2013
Cohen & Slamowitz, LLP May 2011 - January 2013
Skills
Community Outreach, PowerPoint, Project Management, Microsoft Word, Facebook, Scanners, Microsoft Excel, Teamwork, Time Management, Microsoft Office
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Economics Major, Business Studies Minor, Dean's List
Saint Anthony's High School 2007 — 2011
High School Diploma
Third Avenue Management June 2015 - Present
Neuberger Berman June 2014 - December 2014
Consolidated Carpet June 2013 - August 2013
Cohen & Slamowitz, LLP May 2011 - January 2013
Skills
Community Outreach, PowerPoint, Project Management, Microsoft Word, Facebook, Scanners, Microsoft Excel, Teamwork, Time Management, Microsoft Office
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Economics Major, Business Studies Minor, Dean's List
Saint Anthony's High School 2007 — 2011
High School Diploma
Jason Vigilante's Neuberger Berman Experience April 2012 - June 2013
Job Regional Consultant at Direxion Investments
Industry Financial Services
Experience
Direxion Investments June 2013 - Present
Neuberger Berman April 2012 - June 2013
Allianz Global Investors February 2007 - February 2012
New England Financial March 2003 - January 2007
First Investors Corporation July 2002 - March 2003
Skills
Series 3, Series 7, Series 63, Series 65, ETFs, Mutual Funds, Internal Sales SMA..., CIMA candidate, Finance, Investments, Separately Managed..., Alternative Investments, Asset Allocation, FINRA, Equities, Asset Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
Bachelor of Arts, Economics
Seton Hall University 1996 — 1999
Direxion Investments June 2013 - Present
Neuberger Berman April 2012 - June 2013
Allianz Global Investors February 2007 - February 2012
New England Financial March 2003 - January 2007
First Investors Corporation July 2002 - March 2003
Skills
Series 3, Series 7, Series 63, Series 65, ETFs, Mutual Funds, Internal Sales SMA..., CIMA candidate, Finance, Investments, Separately Managed..., Alternative Investments, Asset Allocation, FINRA, Equities, Asset Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
Bachelor of Arts, Economics
Seton Hall University 1996 — 1999
Marg Gandolfi Marg Gandolfi's Neuberger Berman Experience April 2000 - November 2003
Job Project / Relationship Manager at Citi
Industry Financial Services
Experience
Citi November 2013 - Present
Citi July 2010 - November 2013
Citi June 2005 - July 2010
Citi November 2003 - June 2005
Neuberger Berman April 2000 - November 2003
MetLife March 1998 - March 2000
Xerox May 1997 - October 1997
Skills
Analytics, Cross-functional Team..., Strategy, Project Management, Database Marketing, Credit Cards, Financial Services, Segmentation, Business Process, Multi-channel Marketing, Campaign Management, Relationship Management, Data Analysis, Direct Mail, Marketing, Marketing Strategy, Banking, Analysis, Business Analysis, Vendor Management
Education
Rochester Institute of Technology 1993 — 1998
B. S, Print Management
Citi November 2013 - Present
Citi July 2010 - November 2013
Citi June 2005 - July 2010
Citi November 2003 - June 2005
Neuberger Berman April 2000 - November 2003
MetLife March 1998 - March 2000
Xerox May 1997 - October 1997
Skills
Analytics, Cross-functional Team..., Strategy, Project Management, Database Marketing, Credit Cards, Financial Services, Segmentation, Business Process, Multi-channel Marketing, Campaign Management, Relationship Management, Data Analysis, Direct Mail, Marketing, Marketing Strategy, Banking, Analysis, Business Analysis, Vendor Management
Education
Rochester Institute of Technology 1993 — 1998
B. S, Print Management
Lauren Gradante's Neuberger Berman Experience July 2007 - February 2009
Job Senior Marketing Associate at Altrinsic Global Advisors, LLC
Industry Financial Services
Experience
Altrinsic Global Advisors, LLC May 2009 - Present
Neuberger Berman July 2007 - February 2009
Lazard Asset Management June 2005 - June 2007
Lazard Freres & Co. March 2000 - May 2005
KPMG LLP September 1998 - March 2000
Skills
Marketing, Microsoft Excel, Financial Analysis, New Business Development, Marketing Strategy, Microsoft Office, Marketing Communications, Strategic Planning, Investments, Mutual Funds, Market Research, Alternative Investments, Competitive Analysis, Financial Services, Asset Management, Investment Management, PowerPoint, Presentations, Client Presentation
Education
Providence College 1993 — 1997
BS, Marketing
Altrinsic Global Advisors, LLC May 2009 - Present
Neuberger Berman July 2007 - February 2009
Lazard Asset Management June 2005 - June 2007
Lazard Freres & Co. March 2000 - May 2005
KPMG LLP September 1998 - March 2000
Skills
Marketing, Microsoft Excel, Financial Analysis, New Business Development, Marketing Strategy, Microsoft Office, Marketing Communications, Strategic Planning, Investments, Mutual Funds, Market Research, Alternative Investments, Competitive Analysis, Financial Services, Asset Management, Investment Management, PowerPoint, Presentations, Client Presentation
Education
Providence College 1993 — 1997
BS, Marketing
Brian Sizensky's Neuberger Berman Experience August 2012 - Present
Job Video Producer at Neuberger Berman
Industry Media Production
Experience
Neuberger Berman August 2012 - Present
RODMAN & RENSHAW (Direct Markets Holding Corp) 2009 - 2012
Business Owner 2008 - 2012
SkyTown Entertainment, LLC 2006 - 2008
Skills
Video Production, Video Editing, Program Management, Project Management, Sound Mixing, Studio Shoots, Content Management, Relationship Management, Customer Service, Problem Resolution, Budget Management, Collaboration, Production Workflow..., Supervision, Training, Studio Management, Videography, Scriptwriting, Location Scouting, Casting, Scheduling, Lighting, Green Screen, Art Direction, Graphics, Color Correction, Sound Design, DVD Authoring, Web Formatting
Education
School of Visual Arts 2003 — 2007
BFA, Film
Neuberger Berman August 2012 - Present
RODMAN & RENSHAW (Direct Markets Holding Corp) 2009 - 2012
Business Owner 2008 - 2012
SkyTown Entertainment, LLC 2006 - 2008
Skills
Video Production, Video Editing, Program Management, Project Management, Sound Mixing, Studio Shoots, Content Management, Relationship Management, Customer Service, Problem Resolution, Budget Management, Collaboration, Production Workflow..., Supervision, Training, Studio Management, Videography, Scriptwriting, Location Scouting, Casting, Scheduling, Lighting, Green Screen, Art Direction, Graphics, Color Correction, Sound Design, DVD Authoring, Web Formatting
Education
School of Visual Arts 2003 — 2007
BFA, Film
Brian Divney Brian Divney's Neuberger Berman Experience 1988 - 1991
Job Managing Principal at Timberline Capital Management, LLC
Industry Investment Management
Experience
Timberline Capital Management, LLC January 1999 - Present
Society Hill Capital Management February 1995 - January 1999
Smith Barney 1994 - 1995
Prudential Securities 1992 - 1994
Neuberger Berman 1988 - 1991
Skills
Alternative Investments, Equity Research, Asset Management, Capital Markets, Portfolio Management, Equities, Hedge Funds, Investment Management, Fund Of Funds, Bloomberg, Asset Allocation, Private Equity, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance and International Business
Rutgers University-New Brunswick 1984 — 1988
BA, Economics
Timberline Capital Management, LLC January 1999 - Present
Society Hill Capital Management February 1995 - January 1999
Smith Barney 1994 - 1995
Prudential Securities 1992 - 1994
Neuberger Berman 1988 - 1991
Skills
Alternative Investments, Equity Research, Asset Management, Capital Markets, Portfolio Management, Equities, Hedge Funds, Investment Management, Fund Of Funds, Bloomberg, Asset Allocation, Private Equity, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance and International Business
Rutgers University-New Brunswick 1984 — 1988
BA, Economics
Sean Williamson Sean Williamson's Neuberger Berman Experience May 2012 - Present
Job Senior Vice President/Head of Internal Communications at Neuberger Berman
Industry Banking
Experience
Neuberger Berman May 2012 - Present
Credit Suisse August 2009 - May 2012
OppenheimerFunds November 2003 - August 2009
OppenheimerFunds September 2001 - November 2003
Grant Thornton LLP March 2001 - August 2001
TorranceCo August 1999 - February 2001
Skills
Strategic Communications, Corporate Communications, Internal Communications, Communication Training, Crisis Communications, Investor Relations, Media Relations, Integrated Marketing, Marketing Communications, Social Media, Public Relations, Mutual Funds, Press Releases, Editing, Thought Leadership, Newsletters, Content Strategy, Content Management, Speech Writing, Messaging, Communications Planning, Crisis Management, Reputation Management, Corporate Social..., Message Development, Content Development, Copy Editing, Copywriting, Corporate Branding, Digital Strategy, Publicity, Digital Marketing, Digital Media, Brand Management, Journalism
Education
Seton Hall University 2008 — 2009
Master of Arts (M.A.), Strategic Communications, Honors
University of Maryland College Park 1995 — 1999
Bachelor of Arts (B.A.), Journalism
Neuberger Berman May 2012 - Present
Credit Suisse August 2009 - May 2012
OppenheimerFunds November 2003 - August 2009
OppenheimerFunds September 2001 - November 2003
Grant Thornton LLP March 2001 - August 2001
TorranceCo August 1999 - February 2001
Skills
Strategic Communications, Corporate Communications, Internal Communications, Communication Training, Crisis Communications, Investor Relations, Media Relations, Integrated Marketing, Marketing Communications, Social Media, Public Relations, Mutual Funds, Press Releases, Editing, Thought Leadership, Newsletters, Content Strategy, Content Management, Speech Writing, Messaging, Communications Planning, Crisis Management, Reputation Management, Corporate Social..., Message Development, Content Development, Copy Editing, Copywriting, Corporate Branding, Digital Strategy, Publicity, Digital Marketing, Digital Media, Brand Management, Journalism
Education
Seton Hall University 2008 — 2009
Master of Arts (M.A.), Strategic Communications, Honors
University of Maryland College Park 1995 — 1999
Bachelor of Arts (B.A.), Journalism
Kaitlin Kopcienski Kaitlin Kopcienski's Neuberger Berman Experience June 2012 - Present
Job Global Data Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP September 2013 - Present
Neuberger Berman June 2012 - Present
Johnson & Johnson May 2011 - August 2011
Johnson & Johnson June 2010 - August 2010
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Bloomberg LP September 2013 - Present
Neuberger Berman June 2012 - Present
Johnson & Johnson May 2011 - August 2011
Johnson & Johnson June 2010 - August 2010
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Francisco Clavijo Francisco Clavijo's Neuberger Berman Experience March 2003 - March 2006
Job Business Analyst at Nasdaq
Industry Financial Services
Experience
Nasdaq May 2015 - Present
Solo Capital September 2014 - April 2015
Julius Baer February 2014 - June 2014
Capco February 2013 - October 2013
Morgan Stanley December 2007 - January 2013
Morgan Stanley April 2006 - December 2007
Neuberger Berman March 2003 - March 2006
Skills
Series 7, Series 63, Series 6, Fluent Spanish, Attribution, Portfolio Management, Investments, Analysis, Securities, Banking, Financial Risk, Financial Analysis, Capital Markets, Mutual Funds, Alternative Investments
Education
CORNELL UNIVERSITY, Johnson Graduate School of Management 2009 — 2011
MBA, Corporate Finance & Strategy
Saint Peter's University 2007 — 2008
MS, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2002
BS, Finance
Westfield High School 1993 — 1997
Nasdaq May 2015 - Present
Solo Capital September 2014 - April 2015
Julius Baer February 2014 - June 2014
Capco February 2013 - October 2013
Morgan Stanley December 2007 - January 2013
Morgan Stanley April 2006 - December 2007
Neuberger Berman March 2003 - March 2006
Skills
Series 7, Series 63, Series 6, Fluent Spanish, Attribution, Portfolio Management, Investments, Analysis, Securities, Banking, Financial Risk, Financial Analysis, Capital Markets, Mutual Funds, Alternative Investments
Education
CORNELL UNIVERSITY, Johnson Graduate School of Management 2009 — 2011
MBA, Corporate Finance & Strategy
Saint Peter's University 2007 — 2008
MS, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2002
BS, Finance
Westfield High School 1993 — 1997
Justin Scheckner, CFP® Justin Scheckner, CFP®'s Neuberger Berman Experience January 2006 - July 2007
Job Vice President at Wexford Financial Strategies/ NFLPA Registered Player Financial Advisor
Industry Investment Management
Experience
Wexford Financial Strategies November 2013 - Present
Center For Wealth Preservation June 2009 - November 2013
AllianceBernstein August 2007 - March 2009
Neuberger Berman January 2006 - July 2007
Neuberger Berman August 2003 - December 2005
Neuberger Berman December 2000 - July 2003
PricewaterhouseCoopers September 1999 - November 2000
Education
Penn State 1995 — 1999
BS, Finance with High Distinction
Manalapan High School 1992 — 1995
Wexford Financial Strategies November 2013 - Present
Center For Wealth Preservation June 2009 - November 2013
AllianceBernstein August 2007 - March 2009
Neuberger Berman January 2006 - July 2007
Neuberger Berman August 2003 - December 2005
Neuberger Berman December 2000 - July 2003
PricewaterhouseCoopers September 1999 - November 2000
Education
Penn State 1995 — 1999
BS, Finance with High Distinction
Manalapan High School 1992 — 1995
Elisa Garcia Elisa Garcia's Neuberger Berman Experience March 2015 - Present
Job Analyst, Financial Institutions Group
Industry Investment Management
Experience
Neuberger Berman March 2015 - Present
Harding Loevner LP June 2013 - March 2015
Skills
Hedge Funds
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), Anthopology
Passed Level 1 of the CFA Program
Neuberger Berman March 2015 - Present
Harding Loevner LP June 2013 - March 2015
Skills
Hedge Funds
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), Anthopology
Passed Level 1 of the CFA Program
Johnnie Lawrence Jr., CPA, CFP®, MST Johnnie Lawrence Jr., CPA, CFP®, MST's Neuberger Berman Experience 2008 - 2009
Job Client Accounting & Tax Services at Rockefeller & Co., Inc.
Industry Financial Services
Experience
Rockefeller & Co., Inc. 2014 - Present
St. James Development Corp. 2009 - 2014
The Ayco Company, L.P. 2012 - 2013
Jeffries & Company 2011 - 2011
Withum Smith & Brown 2010 - 2011
Marks Paneth & Shron LLP 2009 - 2009
Neuberger Berman 2008 - 2009
Rothstein Kass 2005 - 2008
Prudential Financial 2003 - 2005
United States Air Force 1998 - 2004
Skills
Financial Reporting, Auditing, Accounting, Tax, Tax Accounting, Tax Preparation, CPA, Tax Research, Income Tax, QuickBooks, Finance, Internal Controls, Microsoft Excel, Financial Accounting, Financial Analysis, GAAP, US GAAP, Tax Returns, SEC filings, Corporate Tax, Financial Statements, Financial Planning
Education
Fairleigh Dickinson University-Florham Campus 2008 — 2010
Master of Science (M.S.)
Rutgers, The State University of New Jersey-Newark 1998 — 2000
BS
Rockefeller & Co., Inc. 2014 - Present
St. James Development Corp. 2009 - 2014
The Ayco Company, L.P. 2012 - 2013
Jeffries & Company 2011 - 2011
Withum Smith & Brown 2010 - 2011
Marks Paneth & Shron LLP 2009 - 2009
Neuberger Berman 2008 - 2009
Rothstein Kass 2005 - 2008
Prudential Financial 2003 - 2005
United States Air Force 1998 - 2004
Skills
Financial Reporting, Auditing, Accounting, Tax, Tax Accounting, Tax Preparation, CPA, Tax Research, Income Tax, QuickBooks, Finance, Internal Controls, Microsoft Excel, Financial Accounting, Financial Analysis, GAAP, US GAAP, Tax Returns, SEC filings, Corporate Tax, Financial Statements, Financial Planning
Education
Fairleigh Dickinson University-Florham Campus 2008 — 2010
Master of Science (M.S.)
Rutgers, The State University of New Jersey-Newark 1998 — 2000
BS
Nader Battat Nader Battat's Neuberger Berman Experience July 2011 - March 2014
Job Vice President / Controller at Fund of Hedge Funds
Industry Accounting
Experience
Fund of Hedge Funds March 2015 - Present
Loeb King Capital Management March 2014 - January 2015
Neuberger Berman July 2011 - March 2014
BNY Mellon August 2010 - July 2011
Citi Private Equity Services June 2008 - April 2010
Skills
Accounting, Hedge Funds, Valuation, Investments, Private Equity, Trading, Portfolio Management, Financial Services, Internal Controls, Account Reconciliation, Fund Of Funds, Analysis, Financial Statements, Auditing, Finance
Education
Queens College 2006 — 2008
B.A., Accounting and Economics
Saint John's University
Fund of Hedge Funds March 2015 - Present
Loeb King Capital Management March 2014 - January 2015
Neuberger Berman July 2011 - March 2014
BNY Mellon August 2010 - July 2011
Citi Private Equity Services June 2008 - April 2010
Skills
Accounting, Hedge Funds, Valuation, Investments, Private Equity, Trading, Portfolio Management, Financial Services, Internal Controls, Account Reconciliation, Fund Of Funds, Analysis, Financial Statements, Auditing, Finance
Education
Queens College 2006 — 2008
B.A., Accounting and Economics
Saint John's University
Paulina Wong Paulina Wong's Neuberger Berman Experience May 2015 - Present
Job Associate at Neuberger Berman
Industry Banking
Experience
Neuberger Berman May 2015 - Present
UBS Financial Svc Inc April 2014 - May 2015
Credit Suisse July 2012 - April 2014
Rand & Associates May 2011 - July 2012
Macy's September 2007 - January 2012
HSBC January 2011 - May 2011
Skills
Series 7, Notary Public, Series 66, Investments, Portfolio Management, Uniform Combined State..., Fixed Income, Financial Analysis
Education
San Francisco State University 2007 — 2010
Bachelor of Science (B.S.), Corporate Finance
Neuberger Berman May 2015 - Present
UBS Financial Svc Inc April 2014 - May 2015
Credit Suisse July 2012 - April 2014
Rand & Associates May 2011 - July 2012
Macy's September 2007 - January 2012
HSBC January 2011 - May 2011
Skills
Series 7, Notary Public, Series 66, Investments, Portfolio Management, Uniform Combined State..., Fixed Income, Financial Analysis
Education
San Francisco State University 2007 — 2010
Bachelor of Science (B.S.), Corporate Finance
Craig A. Shufelt Craig A. Shufelt's Neuberger Berman Experience March 1998 - April 2000
Job Owner of Shufelt Group Design and Development
Industry Marketing and Advertising
Experience
Albany Barn, Inc 2011 - Present
Shufelt Group, LLC 1998 - Present
Central District Management Association March 2004 - March 2008
ITT Technical Institute 2004 - 2006
Neuberger Berman March 1998 - April 2000
The Sage Colleges 1993 - 1994
The Sage Colleges 1993 - 1994
Skills
Photography, Woodworking, Graphic Design, Website Redesign, Corporate Branding, Online Marketing, Search Engine Submission, Website Management, Website Construction, Online Advertising, Graphic Arts, Logo Design, Calendars, Photoshop, Team Management, Team Leadership, Team Building, Web Design, Web Interface Design, Adobe Creative Suite, Web Content Management, Social Media Marketing, Marketing Communications, Branding & Identity, Corporate Identity, E-commerce, Marketing, Digital Media, Public Relations, Direct Mail, Website Development, Creative Direction, Brochures, SEO, Brand Development, Email Marketing, Business Cards, Newsletters, CMS, Art Direction, Creative Strategy, Web Development, Google Analytics, Graphics, Content Management, Advertising
Education
Rochester Institute of Technology 1994 — 1996
BAS, Applied Arts & Sciences - Graphic Design
The Sage Colleges-Sage College of Albany 1993 — 1994
Associate, Graphic Design
Albany Barn, Inc 2011 - Present
Shufelt Group, LLC 1998 - Present
Central District Management Association March 2004 - March 2008
ITT Technical Institute 2004 - 2006
Neuberger Berman March 1998 - April 2000
The Sage Colleges 1993 - 1994
The Sage Colleges 1993 - 1994
Skills
Photography, Woodworking, Graphic Design, Website Redesign, Corporate Branding, Online Marketing, Search Engine Submission, Website Management, Website Construction, Online Advertising, Graphic Arts, Logo Design, Calendars, Photoshop, Team Management, Team Leadership, Team Building, Web Design, Web Interface Design, Adobe Creative Suite, Web Content Management, Social Media Marketing, Marketing Communications, Branding & Identity, Corporate Identity, E-commerce, Marketing, Digital Media, Public Relations, Direct Mail, Website Development, Creative Direction, Brochures, SEO, Brand Development, Email Marketing, Business Cards, Newsletters, CMS, Art Direction, Creative Strategy, Web Development, Google Analytics, Graphics, Content Management, Advertising
Education
Rochester Institute of Technology 1994 — 1996
BAS, Applied Arts & Sciences - Graphic Design
The Sage Colleges-Sage College of Albany 1993 — 1994
Associate, Graphic Design
Tom Marthaler Tom Marthaler's Neuberger Berman Experience April 2006 - Present
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2006 - Present
DeVry Inc. 2005 - Present
Loyola University Chicago 2005 - Present
CFA Society of Chicago 2008 - June 2011
Lehman Brothers 2006 - 2008
ABN AMRO 2003 - 2005
Chicago Capital 2000 - 2002
The Chicago Trust Company 1990 - 2000
Chicago Title Insurance Company 1981 - 1989
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment, Equities, Valuation, Fixed Income, Asset Management, Due Diligence, Investment Management, Financial Analysis, Mutual Funds, Investment Advisory, Mergers & Acquisitions, Alternative Investments, Bonds, Investment Strategies, Trading
Education
Quinlan School of Business, Loyola University Chicago 1983 — 1985
MBA, Financial Management
University of St. Thomas 1977 — 1981
BA, Finance, Economics
Neuberger Berman April 2006 - Present
DeVry Inc. 2005 - Present
Loyola University Chicago 2005 - Present
CFA Society of Chicago 2008 - June 2011
Lehman Brothers 2006 - 2008
ABN AMRO 2003 - 2005
Chicago Capital 2000 - 2002
The Chicago Trust Company 1990 - 2000
Chicago Title Insurance Company 1981 - 1989
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment, Equities, Valuation, Fixed Income, Asset Management, Due Diligence, Investment Management, Financial Analysis, Mutual Funds, Investment Advisory, Mergers & Acquisitions, Alternative Investments, Bonds, Investment Strategies, Trading
Education
Quinlan School of Business, Loyola University Chicago 1983 — 1985
MBA, Financial Management
University of St. Thomas 1977 — 1981
BA, Finance, Economics
Ravi Amin Ravi Amin's Neuberger Berman Experience April 2014 - Present
Job Business Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2014 - Present
MMC Systems June 2009 - Present
CME Group May 2013 - March 2014
Admark Solutions LLC June 2007 - November 2009
Duraplast, Vidyanagar June 2006 - February 2007
Skills
Business Analysis, Financial Analysis, Project Management, Agile & Waterfall..., Product Management, Equities, Fixed Income, Derivatives, JIRA, BlackRock Aladdin, Charles River IMS, Business Requirements, Requirements Analysis, Microsoft SQL Server, Business Impact Analysis, Risk Assessment, Gap Analysis, Release Management, Migration Projects, Vendor Management, Financial Services, Requirements Gathering, CRM, SDLC, Market Research
Education
Rider University 2010 — 2011
Master of Business Administration (MBA), Finance
SEMCOM, India 2004 — 2007
BBA-ITM, Business with Marketing and Global Business
Tejas Vidyalaya
Neuberger Berman April 2014 - Present
MMC Systems June 2009 - Present
CME Group May 2013 - March 2014
Admark Solutions LLC June 2007 - November 2009
Duraplast, Vidyanagar June 2006 - February 2007
Skills
Business Analysis, Financial Analysis, Project Management, Agile & Waterfall..., Product Management, Equities, Fixed Income, Derivatives, JIRA, BlackRock Aladdin, Charles River IMS, Business Requirements, Requirements Analysis, Microsoft SQL Server, Business Impact Analysis, Risk Assessment, Gap Analysis, Release Management, Migration Projects, Vendor Management, Financial Services, Requirements Gathering, CRM, SDLC, Market Research
Education
Rider University 2010 — 2011
Master of Business Administration (MBA), Finance
SEMCOM, India 2004 — 2007
BBA-ITM, Business with Marketing and Global Business
Tejas Vidyalaya
Gabrielle Kelly's Neuberger Berman Experience December 2012 - Present
Job Associate at Neuberger Berman
Industry Banking
Experience
Neuberger Berman December 2012 - Present
Credit Suisse August 2010 - October 2012
Credit Suisse 2006 - 2010
Estee Lauder Inc 2005 - 2006
Skills
Marketing, Investment Banking, Portfolio Management, Banking, Fixed Income, Hedge Funds, Equities, Capital Markets, Bloomberg, Securities, Investments, Mutual Funds, Asset Management, Series 7, Financial Analysis
Education
Sacred Heart University 2001 — 2004
Bachelor of Arts (BA), International Business
Neuberger Berman December 2012 - Present
Credit Suisse August 2010 - October 2012
Credit Suisse 2006 - 2010
Estee Lauder Inc 2005 - 2006
Skills
Marketing, Investment Banking, Portfolio Management, Banking, Fixed Income, Hedge Funds, Equities, Capital Markets, Bloomberg, Securities, Investments, Mutual Funds, Asset Management, Series 7, Financial Analysis
Education
Sacred Heart University 2001 — 2004
Bachelor of Arts (BA), International Business
Jennifer Giardina's Neuberger Berman Experience September 2015 - Present
Job HR Associate
Industry Human Resources
Experience
Neuberger Berman September 2015 - Present
Tata Consultancy Services May 2014 - September 2015
Town Sports International June 2013 - August 2013
Town Sports International June 2012 - August 2012
Skills
Employee Engagement, Talent Acquisition, Employee Relations, PowerPoint, Talent Management, Microsoft Office, Recruiting, Microsoft Excel, HR Policies, Microsoft Word, Social Media, Social Networking, Leadership, Human Resources, Organizational..., Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2014
Master's degree, Human Resources Management/Personnel Administration, General
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Neuberger Berman September 2015 - Present
Tata Consultancy Services May 2014 - September 2015
Town Sports International June 2013 - August 2013
Town Sports International June 2012 - August 2012
Skills
Employee Engagement, Talent Acquisition, Employee Relations, PowerPoint, Talent Management, Microsoft Office, Recruiting, Microsoft Excel, HR Policies, Microsoft Word, Social Media, Social Networking, Leadership, Human Resources, Organizational..., Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2014
Master's degree, Human Resources Management/Personnel Administration, General
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Alexander Mak Alexander Mak's Neuberger Berman Experience September 2010 - July 2013
Job Proprietary Trader
Industry Financial Services
Experience
Mak Trading Group LLC July 2013 - Present
Neuberger Berman September 2010 - July 2013
Neuberger Berman September 2008 - September 2010
Enigma LLC January 2007 - September 2008
Skills
Investments, Asset Management, Asset Allocation, Financial Analysis, Investment Advisory, Investment Strategies, Financial Planning, Financial Reporting, Financial Modeling, Equity Derivatives, Equity Valuation, Equity Trading, Private Equity, Equity Research, Fixed Asset Management, Entrepreneurship, Analytics, International Business, Deal Making, Venture Capital, Negotiation, Market Research, Business Analysis, Business Modeling, Hedge Funds, Proprietary Trading, Russian, New Business Launch, Credit Derivatives, Credit Risk, Real Estate Private..., Real Estate Development, Real Estate Investor, Real Estate, Fixed Income, Ukraine, Business Strategy, Competitive Analysis, Alternative Investments, Mutual Funds, Portfolio Management, Model Portfolios, Portfolio Strategy, Options, Options Strategies, Commodities, Risk Assessment, Risk, Global Macro, Raising Venture Capital
Education
San Diego State University-California State University 2002 — 2006
Business Administration, Finance
CFA Institute
Mak Trading Group LLC July 2013 - Present
Neuberger Berman September 2010 - July 2013
Neuberger Berman September 2008 - September 2010
Enigma LLC January 2007 - September 2008
Skills
Investments, Asset Management, Asset Allocation, Financial Analysis, Investment Advisory, Investment Strategies, Financial Planning, Financial Reporting, Financial Modeling, Equity Derivatives, Equity Valuation, Equity Trading, Private Equity, Equity Research, Fixed Asset Management, Entrepreneurship, Analytics, International Business, Deal Making, Venture Capital, Negotiation, Market Research, Business Analysis, Business Modeling, Hedge Funds, Proprietary Trading, Russian, New Business Launch, Credit Derivatives, Credit Risk, Real Estate Private..., Real Estate Development, Real Estate Investor, Real Estate, Fixed Income, Ukraine, Business Strategy, Competitive Analysis, Alternative Investments, Mutual Funds, Portfolio Management, Model Portfolios, Portfolio Strategy, Options, Options Strategies, Commodities, Risk Assessment, Risk, Global Macro, Raising Venture Capital
Education
San Diego State University-California State University 2002 — 2006
Business Administration, Finance
CFA Institute
Annie Zhou Annie Zhou's Neuberger Berman Experience September 2008 - June 2010
Job Founder and Managing Partner, Universal Pacific Advisors LLC
Industry Management Consulting
Experience
Universal Pacific Advisors LLC April 2013 - Present
Harmonia Holdings, Ltd. July 2013 - May 2015
American Chamber of Commerce in China July 2012 - August 2012
World Policy Institute December 2010 - July 2011
Neuberger Berman September 2008 - June 2010
Metropolitan Life Insurance Company July 2006 - June 2008
Lehman Brothers Inc. May 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Business Development, Financial Analysis, Portfolio Management, Equities, Derivatives, Event Planning, Hedge Funds, Financial Services, Policy Analysis, Chinese Foreign Policy, China Business..., Strategic Planning, Marketing Communications, Business Networking, Analysis, Strategy, International Relations, Fixed Income, Policy, Investment Banking, Fundraising, Investments, CRM, Emerging Markets, Corporate Finance, Leadership, Economics, Nonprofits, Trading, Public Policy, Asset Allocation, Asset Management, Private Equity
Education
University of Oxford - Said Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Columbia University SIPA 2011 — 2013
MPA, Economic and Political Development, Management
The George Washington University - School of Business 2002 — 2006
BBA, International Business and Marketing
Sciences Po Paris 2004 — 2004
Semester Abroad
Miss Porter's School
Universal Pacific Advisors LLC April 2013 - Present
Harmonia Holdings, Ltd. July 2013 - May 2015
American Chamber of Commerce in China July 2012 - August 2012
World Policy Institute December 2010 - July 2011
Neuberger Berman September 2008 - June 2010
Metropolitan Life Insurance Company July 2006 - June 2008
Lehman Brothers Inc. May 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Business Development, Financial Analysis, Portfolio Management, Equities, Derivatives, Event Planning, Hedge Funds, Financial Services, Policy Analysis, Chinese Foreign Policy, China Business..., Strategic Planning, Marketing Communications, Business Networking, Analysis, Strategy, International Relations, Fixed Income, Policy, Investment Banking, Fundraising, Investments, CRM, Emerging Markets, Corporate Finance, Leadership, Economics, Nonprofits, Trading, Public Policy, Asset Allocation, Asset Management, Private Equity
Education
University of Oxford - Said Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Columbia University SIPA 2011 — 2013
MPA, Economic and Political Development, Management
The George Washington University - School of Business 2002 — 2006
BBA, International Business and Marketing
Sciences Po Paris 2004 — 2004
Semester Abroad
Miss Porter's School
Brian Bunker Brian Bunker's Neuberger Berman Experience July 2012 - Present
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2012 - Present
BMO Capital Markets July 2010 - June 2012
Federal Reserve Board August 2005 - August 2008
Skills
Investments, Portfolio Management, Asset Managment, Trading, Asset Management, Finance, Derivatives, Financial Markets, Securities, Bonds, Bloomberg, Financial Analysis, Fixed Income
Education
Princeton University 2008 — 2010
Master in Finance
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics with Highest Distinction and Honors
Neuberger Berman July 2012 - Present
BMO Capital Markets July 2010 - June 2012
Federal Reserve Board August 2005 - August 2008
Skills
Investments, Portfolio Management, Asset Managment, Trading, Asset Management, Finance, Derivatives, Financial Markets, Securities, Bonds, Bloomberg, Financial Analysis, Fixed Income
Education
Princeton University 2008 — 2010
Master in Finance
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics with Highest Distinction and Honors
Ashley Carr Ashley Carr's Neuberger Berman Experience July 2014 - Present
Job Associate, Consultant Relations at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2014 - Present
Lord Abbett June 2010 - July 2014
Lord Abbett December 2009 - June 2010
RogersCasey June 2008 - November 2009
Education
Sacred Heart University
Bachelor's Degree, Business Administration and Management; Finance
Neuberger Berman July 2014 - Present
Lord Abbett June 2010 - July 2014
Lord Abbett December 2009 - June 2010
RogersCasey June 2008 - November 2009
Education
Sacred Heart University
Bachelor's Degree, Business Administration and Management; Finance
Christopher Manganiello Christopher Manganiello's Neuberger Berman Experience August 2010 - Present
Job AVP at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 2010 - Present
Victaulic June 2007 - August 2010
Morgan Stanley March 2005 - June 2007
Instinet Corporation January 2003 - March 2005
Education
Penn State University 1999 — 2002
B.S., Finance
Neuberger Berman August 2010 - Present
Victaulic June 2007 - August 2010
Morgan Stanley March 2005 - June 2007
Instinet Corporation January 2003 - March 2005
Education
Penn State University 1999 — 2002
B.S., Finance
Christine Torino Christine Torino's Neuberger Berman Experience 2001 - 2007
Job Editor, LP Media
Industry Online Media
Experience
LP Media EditorLP MediaMarch 2008 - Present
Casa Dragones 2009 - 2010
Neuberger Berman 2001 - 2007
Education
Purchase College, SUNY
LP Media EditorLP MediaMarch 2008 - Present
Casa Dragones 2009 - 2010
Neuberger Berman 2001 - 2007
Education
Purchase College, SUNY
Lawrence Cohn's Neuberger Berman Experience May 1993 - November 2003
Job Chief Information Officer at Baron Capital
Industry Investment Management
Experience
Baron Capital February 2008 - Present
Lehman Brothers November 2003 - January 2008
Neuberger Berman May 1993 - November 2003
Skills
Asset Managment, Strategic Planning, Leadership, Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, IT Strategy, IT Management, Mutual Funds, Wealth Management, Vendor Management, Disaster Recovery, Equity Research, Investment Advisory, PMO, Business Strategy, Trading Systems, Investment Management, Management, Integration, Reference Data, Quantitative Finance, Quantitative Analytics, Private Equity, Mergers, Mergers, Investment Banking, IT Outsourcing, Fixed Income, Financial Services, Equities, Due Diligence, Asset Management
Education
Queens College 1975 — 1979
MS, Mathematics
Baron Capital February 2008 - Present
Lehman Brothers November 2003 - January 2008
Neuberger Berman May 1993 - November 2003
Skills
Asset Managment, Strategic Planning, Leadership, Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, IT Strategy, IT Management, Mutual Funds, Wealth Management, Vendor Management, Disaster Recovery, Equity Research, Investment Advisory, PMO, Business Strategy, Trading Systems, Investment Management, Management, Integration, Reference Data, Quantitative Finance, Quantitative Analytics, Private Equity, Mergers, Mergers, Investment Banking, IT Outsourcing, Fixed Income, Financial Services, Equities, Due Diligence, Asset Management
Education
Queens College 1975 — 1979
MS, Mathematics
Matthew Jamison's Neuberger Berman Experience September 2004 - January 2007
Job Financial Marketing Writer
Industry Financial Services
Experience
NEW YORK LIFE January 2010 - January 2011
PineBridge Investments October 2007 - November 2009
Neuberger Berman September 2004 - January 2007
u.s. army January 1994 - January 1999
Skills
Adobe Creative Suite, MS Office Suite, Excel, SANT, RFP preparation, Proposal Writing
Education
Rollins College - Crummer Graduate School of Business 2001 — 2004
MBA
University of Nebraska-Lincoln 1990 — 1993
Bachelor of Science, Finance
University of Wyoming 1988 — 1990
NEW YORK LIFE January 2010 - January 2011
PineBridge Investments October 2007 - November 2009
Neuberger Berman September 2004 - January 2007
u.s. army January 1994 - January 1999
Skills
Adobe Creative Suite, MS Office Suite, Excel, SANT, RFP preparation, Proposal Writing
Education
Rollins College - Crummer Graduate School of Business 2001 — 2004
MBA
University of Nebraska-Lincoln 1990 — 1993
Bachelor of Science, Finance
University of Wyoming 1988 — 1990
Shay Fu's Neuberger Berman Experience August 2008 - August 2009
Job Head of Integrated Operations, McCann & Craft NY | CoFounder, CreativeInterns.com
Industry Marketing and Advertising
Experience
McCann New York March 2013 - Present
Craft New York March 2013 - Present
CreativeInterns.com October 2009 - Present
RAPP November 2009 - February 2013
Fume Relations llc 2006 - October 2009
Big Fuel Communications October 2008 - September 2009
CreativeFeed June 2008 - September 2009
Neuberger Berman August 2008 - August 2009
JWT May 2007 - June 2008
Lehman Brothers September 2006 - September 2007
Skills
Creative Services, Talent Management, Talent Mapping, Internship developement, Creative Manager, Talent Operations, Creative Operations, Operations Management, Resource Management, Agency Operations, Business Operations, Web Development, Project Management, Digital Media, Management, Budgets, New Business Development, Creative Direction, Interactive Marketing, Web Design, Team Leadership, Advertising, Adobe Creative Suite, Digital Marketing, Leadership, Interactive Advertising, Skilled Labor, Social Media, Graphic Design, Creative Strategy, Internships, Direct Mail
Education
School of Visual Arts 1992 — 1996
BFA, Computer Art (interactive design/development, motion graphics, 2D/3D animation)
McCann New York March 2013 - Present
Craft New York March 2013 - Present
CreativeInterns.com October 2009 - Present
RAPP November 2009 - February 2013
Fume Relations llc 2006 - October 2009
Big Fuel Communications October 2008 - September 2009
CreativeFeed June 2008 - September 2009
Neuberger Berman August 2008 - August 2009
JWT May 2007 - June 2008
Lehman Brothers September 2006 - September 2007
Skills
Creative Services, Talent Management, Talent Mapping, Internship developement, Creative Manager, Talent Operations, Creative Operations, Operations Management, Resource Management, Agency Operations, Business Operations, Web Development, Project Management, Digital Media, Management, Budgets, New Business Development, Creative Direction, Interactive Marketing, Web Design, Team Leadership, Advertising, Adobe Creative Suite, Digital Marketing, Leadership, Interactive Advertising, Skilled Labor, Social Media, Graphic Design, Creative Strategy, Internships, Direct Mail
Education
School of Visual Arts 1992 — 1996
BFA, Computer Art (interactive design/development, motion graphics, 2D/3D animation)
Anthony Persaud Anthony Persaud's Neuberger Berman Experience January 2012 - Present
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2012 - Present
Neuberger Berman October 2008 - January 2012
Lehman Brothers 2007 - September 2008
Lehman Bros March 2006 - December 2007
JPMorganChase 2003 - 2005
Deutsche Bank 1999 - 2004
Bankers Trust / Deutsche Bank February 2002 - December 2003
Chemical bank 1993 - 1998
Skills
ITIL, SQL, IT Service Management, Change Management, Risk Management, IT Management, Budgeting, Active Directory, Windows, Customer Relations, Disaster Recovery, Customer Service, Vendor Management, SDLC, Management, Servers, Budgets, Business Analysis, Business Intelligence, Business Process..., CRM, Cloud Computing, Data Center, Databases, Enterprise Architecture, Governance, IT Operations, IT Strategy, Incident Management, Information Technology, Infrastructure, Integration, Leadership, Market Data, Outsourcing, PMO, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Security, SharePoint, Software Documentation, Software Project..., Solution Architecture, Sybase, System Administration
Education
Gordon University 2003 — 2006
Bachelor of Science, Information Technology
Queensborough Community College 1989 — 1994
Queensborough Community College 1986 — 1989
Business / General Academic
Francis Lewis High School 1982 — 1985
HS Diploma, General Academics/Business
UNIS 1978 — 1982
Learning Tree
Neuberger Berman January 2012 - Present
Neuberger Berman October 2008 - January 2012
Lehman Brothers 2007 - September 2008
Lehman Bros March 2006 - December 2007
JPMorganChase 2003 - 2005
Deutsche Bank 1999 - 2004
Bankers Trust / Deutsche Bank February 2002 - December 2003
Chemical bank 1993 - 1998
Skills
ITIL, SQL, IT Service Management, Change Management, Risk Management, IT Management, Budgeting, Active Directory, Windows, Customer Relations, Disaster Recovery, Customer Service, Vendor Management, SDLC, Management, Servers, Budgets, Business Analysis, Business Intelligence, Business Process..., CRM, Cloud Computing, Data Center, Databases, Enterprise Architecture, Governance, IT Operations, IT Strategy, Incident Management, Information Technology, Infrastructure, Integration, Leadership, Market Data, Outsourcing, PMO, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Security, SharePoint, Software Documentation, Software Project..., Solution Architecture, Sybase, System Administration
Education
Gordon University 2003 — 2006
Bachelor of Science, Information Technology
Queensborough Community College 1989 — 1994
Queensborough Community College 1986 — 1989
Business / General Academic
Francis Lewis High School 1982 — 1985
HS Diploma, General Academics/Business
UNIS 1978 — 1982
Learning Tree
Doug Droesch's Neuberger Berman Experience February 2014 - Present
Job Regional Sales Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman February 2014 - Present
Neuberger Berman December 2012 - February 2014
Assured Guaranty June 2011 - August 2011
Chapdelaine & Co. May 2010 - July 2010
Skills
Mutual Funds, Alternative Investments, Fixed Income, Equities, Asset Allocation
Education
Saint Michael's College 2008 — 2012
Business Administration, Finance & Economics
Neuberger Berman February 2014 - Present
Neuberger Berman December 2012 - February 2014
Assured Guaranty June 2011 - August 2011
Chapdelaine & Co. May 2010 - July 2010
Skills
Mutual Funds, Alternative Investments, Fixed Income, Equities, Asset Allocation
Education
Saint Michael's College 2008 — 2012
Business Administration, Finance & Economics
Matt Brookman Matt Brookman's Neuberger Berman Experience June 2014 - August 2014
Job Incoming Wealth Management Rotational Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
WealthForge February 2014 - April 2014
Gold Bullion International June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - July 2012
Skills
Teamwork, PowerPoint, Research, Management, Microsoft Word, Data Analysis, Finance, Microsoft Excel, Financial Analysis, Photoshop, Investments, Customer Service, Organic Farming
Education
University of Richmond 2012 — 2016
Bachelor of Science, Business Administration, Finance and Accounting Concentrations
Queen Mary, U. of London 2014 — 2014
Business and History
Gill St. Bernard's School 2008 — 2012
Morgan Stanley September 2015 - Present
Morgan Stanley June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
WealthForge February 2014 - April 2014
Gold Bullion International June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - July 2012
Skills
Teamwork, PowerPoint, Research, Management, Microsoft Word, Data Analysis, Finance, Microsoft Excel, Financial Analysis, Photoshop, Investments, Customer Service, Organic Farming
Education
University of Richmond 2012 — 2016
Bachelor of Science, Business Administration, Finance and Accounting Concentrations
Queen Mary, U. of London 2014 — 2014
Business and History
Gill St. Bernard's School 2008 — 2012
Eric Pelio Eric Pelio's Neuberger Berman Experience July 2008 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Neuberger Berman July 2008 - Present
Robeco Investment Management 2004 - 2008
Deutsche Bank 2002 - 2004
Skills
Portfolio Management, Bonds, Investments, Credit, Strategy, Trading, Bloomberg, Fixed Income, Series 7, Alternative Investments
Education
Roger Williams University 1998 — 2002
Bachelor of Science (B.S.), Finance
Neuberger Berman July 2008 - Present
Robeco Investment Management 2004 - 2008
Deutsche Bank 2002 - 2004
Skills
Portfolio Management, Bonds, Investments, Credit, Strategy, Trading, Bloomberg, Fixed Income, Series 7, Alternative Investments
Education
Roger Williams University 1998 — 2002
Bachelor of Science (B.S.), Finance
Kristiana Monterosso Kristiana Monterosso's Neuberger Berman Experience May 2013 - April 2015
Job Contributor at Her Agenda
Industry Public Relations and Communications
Experience
Bobbi Brown Cosmetics July 2015 - Present
Her Agenda April 2015 - Present
Neuberger Berman May 2013 - April 2015
Affinity Federal Credit Union January 2013 - May 2013
Flemington Car & Truck Country June 2009 - May 2013
Rutgers Graduate School of Education June 2011 - January 2013
InetSoft Technology June 2012 - August 2012
BNY Mellon 2012 - 2012
Verizon 2011 - 2011
Citi June 2007 - August 2007
Skills
Writing, Public Relations, Marketing, Research, Media Relations, Social Media Marketing, Interpersonal Skill, SEO, Editorial, Microsoft Office, Social Media, Strategic Planning, Marketing Communications, Public Speaking, Customer Service, Inventory Management, PPC, Editing, Advertising, New Business Development, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Teaching, Outlook, Data Analysis, HTML, Marketing Strategy, WordPress, Event Planning, Creative Writing, Organizational..., Higher Education, Project Management, Web Design, Facebook, Google Analytics, B2B, Nonprofits, Account Management, Leadership, Business Development, Training, Retail, Blogging, Corporate Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Arts (BA), English, Business and Technical Writing, Magna Cum Laude
Rutgers University-New Brunswick
Bobbi Brown Cosmetics July 2015 - Present
Her Agenda April 2015 - Present
Neuberger Berman May 2013 - April 2015
Affinity Federal Credit Union January 2013 - May 2013
Flemington Car & Truck Country June 2009 - May 2013
Rutgers Graduate School of Education June 2011 - January 2013
InetSoft Technology June 2012 - August 2012
BNY Mellon 2012 - 2012
Verizon 2011 - 2011
Citi June 2007 - August 2007
Skills
Writing, Public Relations, Marketing, Research, Media Relations, Social Media Marketing, Interpersonal Skill, SEO, Editorial, Microsoft Office, Social Media, Strategic Planning, Marketing Communications, Public Speaking, Customer Service, Inventory Management, PPC, Editing, Advertising, New Business Development, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Teaching, Outlook, Data Analysis, HTML, Marketing Strategy, WordPress, Event Planning, Creative Writing, Organizational..., Higher Education, Project Management, Web Design, Facebook, Google Analytics, B2B, Nonprofits, Account Management, Leadership, Business Development, Training, Retail, Blogging, Corporate Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Arts (BA), English, Business and Technical Writing, Magna Cum Laude
Rutgers University-New Brunswick
Brad Domenico's Neuberger Berman Experience August 2008 - February 2013
Job Managing Director at Progress Capital | The Funding Source
Industry Financial Services
Experience
Progress Capital Advisors, LLC February 2013 - Present
Lexington Advisors January 2010 - Present
Neuberger Berman August 2008 - February 2013
Lehman Brothers July 2006 - August 2008
Bear Stearns June 2005 - August 2005
Skills
Analysis, Business Development, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Investments, Trading, Asset Allocation, Loans, Banking, Mutual Funds
Education
Rider University 2002 — 2006
Bachelor of Science in Business/Finance, Finance
Progress Capital Advisors, LLC February 2013 - Present
Lexington Advisors January 2010 - Present
Neuberger Berman August 2008 - February 2013
Lehman Brothers July 2006 - August 2008
Bear Stearns June 2005 - August 2005
Skills
Analysis, Business Development, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Investments, Trading, Asset Allocation, Loans, Banking, Mutual Funds
Education
Rider University 2002 — 2006
Bachelor of Science in Business/Finance, Finance
Jill Schuck-Brown Jill Schuck-Brown's Neuberger Berman Experience September 2014 - January 2015
Job Branded Content Marketing & Production Specialist
Industry Media Production
Experience
Marketing & Production April 2012 - Present
Neuberger Berman September 2014 - January 2015
www.womanaroundtown.com 2011 - 2014
NBC Sports April 2013 - June 2013
QVC 2011 - 2012
Express Scripts May 2006 - September 2011
CNBC - NBC Universal, Inc. February 2003 - May 2006
Ramapo College of New Jersey 2004 - 2005
Beantown Productions 2001 - 2002
SoundHound 2001 - 2002
Skills
Video Production, Television, Broadcast, Media Relations, Avid Media Composer, Broadcast Television, Advertising, Creative Direction, HD Video, Post Production, Avid, Social Media Marketing, Producing, Strategic Planning, Directing, Radio, PowerPoint, Microsoft Excel, Production Managment, Digital Media, Script-writing, Microsoft Word, Adobe Photoshop, ScheduALL, Final Draft, Outlook, Twitter, Blogger, Media Skills Training, Public Speaking, Internal & External..., Production Budgeting, Capital Budgeting, After Effects, broadcast design, Adobe Premiere Pro Edit, Final Cut Pro
Education
Ramapo College of New Jersey 1991 — 1995
Bachelor of Arts (B.A.), Communication and Media Studies
Marketing & Production April 2012 - Present
Neuberger Berman September 2014 - January 2015
www.womanaroundtown.com 2011 - 2014
NBC Sports April 2013 - June 2013
QVC 2011 - 2012
Express Scripts May 2006 - September 2011
CNBC - NBC Universal, Inc. February 2003 - May 2006
Ramapo College of New Jersey 2004 - 2005
Beantown Productions 2001 - 2002
SoundHound 2001 - 2002
Skills
Video Production, Television, Broadcast, Media Relations, Avid Media Composer, Broadcast Television, Advertising, Creative Direction, HD Video, Post Production, Avid, Social Media Marketing, Producing, Strategic Planning, Directing, Radio, PowerPoint, Microsoft Excel, Production Managment, Digital Media, Script-writing, Microsoft Word, Adobe Photoshop, ScheduALL, Final Draft, Outlook, Twitter, Blogger, Media Skills Training, Public Speaking, Internal & External..., Production Budgeting, Capital Budgeting, After Effects, broadcast design, Adobe Premiere Pro Edit, Final Cut Pro
Education
Ramapo College of New Jersey 1991 — 1995
Bachelor of Arts (B.A.), Communication and Media Studies
Stephen Rubin Stephen Rubin's Neuberger Berman Experience 2000 - 2004
Job Senior Vice President Business Development
Industry Online Media
Experience
Red Blue Media December 2013 - Present
Adaptive Media, Inc 2013 - 2014
Adconion Direct 2012 - 2013
Netmining - a division of Innovation Interactive 2011 - 2012
Epic Media Group 2007 - 2011
Realtor.Com 2004 - 2007
Neuberger Berman 2000 - 2004
Skills
Public Speaking, Team Leadership, Online Advertising, Lead Generation, Digital Marketing, Digital Media, Display Advertising, Digital Strategy, Media Buying, Mobile Advertising, Strategic Partnerships, SEM, Online Lead Generation, Mobile Marketing, Salesforce.com, Social Media Marketing, Integrated Marketing, Business Development
Education
University of Florida 1996 — 2000
Business Administration, Public Relations
Richmond, The American International University in London 1999 — 1999
N/A, International Business
Red Blue Media December 2013 - Present
Adaptive Media, Inc 2013 - 2014
Adconion Direct 2012 - 2013
Netmining - a division of Innovation Interactive 2011 - 2012
Epic Media Group 2007 - 2011
Realtor.Com 2004 - 2007
Neuberger Berman 2000 - 2004
Skills
Public Speaking, Team Leadership, Online Advertising, Lead Generation, Digital Marketing, Digital Media, Display Advertising, Digital Strategy, Media Buying, Mobile Advertising, Strategic Partnerships, SEM, Online Lead Generation, Mobile Marketing, Salesforce.com, Social Media Marketing, Integrated Marketing, Business Development
Education
University of Florida 1996 — 2000
Business Administration, Public Relations
Richmond, The American International University in London 1999 — 1999
N/A, International Business
Christina York Christina York's Neuberger Berman Experience September 2012 - Present
Job Wealth Management Associate at Neuberger Berman LLC
Industry Financial Services
Experience
Neuberger Berman September 2012 - Present
Constellation Wealth Advisors March 2011 - September 2012
LPL Financial (dba Financial Independence LLC) August 2009 - March 2011
SCM Advisors LLC June 2009 - August 2009
Wells Fargo (Security Investment Group) August 2008 - June 2009
Bank of America August 2006 - August 2008
Reno Sparks Chamber of Commerce June 2001 - August 2004
Skills
Series 7, Series 63, Series 65, Fixed Income, Equities, Portfolio Management, Investments, Trading, Mutual Funds, Banking, FINRA, Asset Allocation, Wealth Management, Derivatives, Hedge Funds, Bonds, Finance, Options, Private Equity, Alternative Investments, Securities, Investment Strategies, Investment Advisory, Asset Management, Investment Management, Strategic Financial..., Wealth Management..., Financial Advisory, Fund Of Funds, Chartered Financial...
Education
Saint Mary's College of California 2008 — 2009
M.S. Financial Analysis and Investment Management, Finance, Investment
Saint Mary's College of California 2005 — 2008
B.S. Economics (Psychology minor), Economics, Psychology
Reno High School 2001 — 2005
Neuberger Berman September 2012 - Present
Constellation Wealth Advisors March 2011 - September 2012
LPL Financial (dba Financial Independence LLC) August 2009 - March 2011
SCM Advisors LLC June 2009 - August 2009
Wells Fargo (Security Investment Group) August 2008 - June 2009
Bank of America August 2006 - August 2008
Reno Sparks Chamber of Commerce June 2001 - August 2004
Skills
Series 7, Series 63, Series 65, Fixed Income, Equities, Portfolio Management, Investments, Trading, Mutual Funds, Banking, FINRA, Asset Allocation, Wealth Management, Derivatives, Hedge Funds, Bonds, Finance, Options, Private Equity, Alternative Investments, Securities, Investment Strategies, Investment Advisory, Asset Management, Investment Management, Strategic Financial..., Wealth Management..., Financial Advisory, Fund Of Funds, Chartered Financial...
Education
Saint Mary's College of California 2008 — 2009
M.S. Financial Analysis and Investment Management, Finance, Investment
Saint Mary's College of California 2005 — 2008
B.S. Economics (Psychology minor), Economics, Psychology
Reno High School 2001 — 2005
Jay Schwartzapfel Jay Schwartzapfel's Neuberger Berman Experience June 2012 - August 2012
Job College Graduate, Seeking Career Opportunities
Industry Investment Banking
Experience
GroupM June 2013 - August 2013
Neuberger Berman June 2012 - August 2012
The Cheesecake Factory May 2011 - August 2011
John Corzine for Governor Campaign October 2009 - December 2009
The Patio June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Customer Service, Public Speaking, Time Management, Social Media, Leadership, Event Planning, Social Networking, Sales, Facebook
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics
Fort Lee High School 2006 — 2010
GroupM June 2013 - August 2013
Neuberger Berman June 2012 - August 2012
The Cheesecake Factory May 2011 - August 2011
John Corzine for Governor Campaign October 2009 - December 2009
The Patio June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Customer Service, Public Speaking, Time Management, Social Media, Leadership, Event Planning, Social Networking, Sales, Facebook
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics
Fort Lee High School 2006 — 2010
S. Basu Mullick S. Basu Mullick's Neuberger Berman Experience September 1998 - December 2011
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Integre Asset Management June 2012 - Present
Neuberger Berman September 1998 - December 2011
Ark Asset Management November 1993 - September 1998
Omega Advisors January 1992 - November 1993
John A Levin & Co September 1988 - December 1991
Wells Fargo Asset Management May 1986 - September 1988
PaineWebber Inc November 1982 - May 1985
Skills
Hedge Funds, Portfolio Management, Equities, Bloomberg, Alternative Investments, Investments, Capital Markets, Private Equity, Valuation, Equity Research, Guest Instructor, MBA..., Mutual Funds, Fixed Income, Series 7, Asset Managment
Education
Rutgers Business School 1983 — 1987
ABD, PhD, Finance, Microstructure
Rutgers University-New Brunswick 1980 — 1982
Master's degree, Economics
Integre Asset Management June 2012 - Present
Neuberger Berman September 1998 - December 2011
Ark Asset Management November 1993 - September 1998
Omega Advisors January 1992 - November 1993
John A Levin & Co September 1988 - December 1991
Wells Fargo Asset Management May 1986 - September 1988
PaineWebber Inc November 1982 - May 1985
Skills
Hedge Funds, Portfolio Management, Equities, Bloomberg, Alternative Investments, Investments, Capital Markets, Private Equity, Valuation, Equity Research, Guest Instructor, MBA..., Mutual Funds, Fixed Income, Series 7, Asset Managment
Education
Rutgers Business School 1983 — 1987
ABD, PhD, Finance, Microstructure
Rutgers University-New Brunswick 1980 — 1982
Master's degree, Economics
Martin Mulroe Martin Mulroe's Neuberger Berman Experience July 2007 - June 2013
Job President at KVK Technology Solutions
Industry Financial Services
Experience
KVK Technology Solutions October 2014 - Present
Mesirow Financial August 2013 - September 2014
Neuberger Berman July 2007 - June 2013
LightPoint Capital Management February 2002 - July 2007
Accenture June 1982 - December 2001
Skills
Fixed Income, Management, Asset Management, Capital Markets, Investments, Risk Management, Portfolio Management, Alternative Investments, Hedge Funds, Securities
Education
Loyola University of Chicago - Graduate School of Business 1984 — 1989
Master of Business Administration (M.B.A.), Accounting and Production Control
Loyola University of Chicago 1978 — 1982
Bachelor of Science (B.S.), Mathematics and Computer Science
KVK Technology Solutions October 2014 - Present
Mesirow Financial August 2013 - September 2014
Neuberger Berman July 2007 - June 2013
LightPoint Capital Management February 2002 - July 2007
Accenture June 1982 - December 2001
Skills
Fixed Income, Management, Asset Management, Capital Markets, Investments, Risk Management, Portfolio Management, Alternative Investments, Hedge Funds, Securities
Education
Loyola University of Chicago - Graduate School of Business 1984 — 1989
Master of Business Administration (M.B.A.), Accounting and Production Control
Loyola University of Chicago 1978 — 1982
Bachelor of Science (B.S.), Mathematics and Computer Science
Angela Hou Angela Hou's Neuberger Berman Experience April 2015 - Present
Job Regional Sales Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2015 - Present
Lord, Abbett & Co. LLC July 2013 - March 2015
Falvey Memorial Library January 2010 - May 2013
Deutsche Bank June 2012 - August 2012
South-South Global Assets and Technology Exchange September 2011 - December 2011
Constellation Wealth Advisors, LLC June 2011 - August 2011
Education
Villanova University 2009 — 2013
Bachelor of Science (BS), Finance, International business, and Chinese
Shanghai University of Finance and Economics 2011 — 2011
Millburn High School 2005 — 2009
Graduated with Honors
Neuberger Berman April 2015 - Present
Lord, Abbett & Co. LLC July 2013 - March 2015
Falvey Memorial Library January 2010 - May 2013
Deutsche Bank June 2012 - August 2012
South-South Global Assets and Technology Exchange September 2011 - December 2011
Constellation Wealth Advisors, LLC June 2011 - August 2011
Education
Villanova University 2009 — 2013
Bachelor of Science (BS), Finance, International business, and Chinese
Shanghai University of Finance and Economics 2011 — 2011
Millburn High School 2005 — 2009
Graduated with Honors
Ben O'Neill's Neuberger Berman Experience June 2012 - August 2012
Job Corporate Finance Associate at Uber
Industry Financial Services
Experience
Deutsche Bank July 2014 - August 2015
Vennli January 2014 - May 2014
Kellogg Institute August 2011 - May 2014
Notre Dame Investment Office August 2013 - December 2013
Deutsche Bank May 2013 - August 2013
Golden Bullim (金牛投资) September 2012 - December 2012
Neuberger Berman June 2012 - August 2012
Arsenal Capital Partners May 2012 - June 2012
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BBA
Peking University 2012 — 2012
Intensive Chinese Language and Culture
Plano West High School 2006 — 2010
Deutsche Bank July 2014 - August 2015
Vennli January 2014 - May 2014
Kellogg Institute August 2011 - May 2014
Notre Dame Investment Office August 2013 - December 2013
Deutsche Bank May 2013 - August 2013
Golden Bullim (金牛投资) September 2012 - December 2012
Neuberger Berman June 2012 - August 2012
Arsenal Capital Partners May 2012 - June 2012
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BBA
Peking University 2012 — 2012
Intensive Chinese Language and Culture
Plano West High School 2006 — 2010
Kyle Jansen's Neuberger Berman Experience April 2009 - April 2011
Job Partnership Marketing Manager at LearnVest, Inc.
Industry Consumer Goods
Experience
General Mills June 2013 - August 2013
LearnVest, Inc. March 2013 - June 2013
Barclays Capital March 2012 - July 2012
Barclays Capital May 2010 - March 2012
Neuberger Berman April 2009 - April 2011
Lehman Brothers July 2007 - April 2009
Skills
Financial Modeling, Marketing Strategy, Competitive Analysis, Equity Valuation, Brand Management, Marketing Research, Cross-functional Team..., Business Development, Leadership, Entrepreneurship, Start-up Consulting
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing and Entrepreneurship
Saint Louis University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
General Mills June 2013 - August 2013
LearnVest, Inc. March 2013 - June 2013
Barclays Capital March 2012 - July 2012
Barclays Capital May 2010 - March 2012
Neuberger Berman April 2009 - April 2011
Lehman Brothers July 2007 - April 2009
Skills
Financial Modeling, Marketing Strategy, Competitive Analysis, Equity Valuation, Brand Management, Marketing Research, Cross-functional Team..., Business Development, Leadership, Entrepreneurship, Start-up Consulting
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing and Entrepreneurship
Saint Louis University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Russel Khanuk's Neuberger Berman Experience May 2007 - November 2012
Job RM at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald August 2013 - Present
Neuberger Berman May 2007 - November 2012
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Sales, Personal Care, 3D Printing, 3D Modeling, Series 7, Valuation, Equities, Fixed Income, Investments, Microsoft Office, Risk Management
Education
Rider University 2001 — 2005
Bachelor of Science (BS), Economics
Cantor Fitzgerald August 2013 - Present
Neuberger Berman May 2007 - November 2012
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Sales, Personal Care, 3D Printing, 3D Modeling, Series 7, Valuation, Equities, Fixed Income, Investments, Microsoft Office, Risk Management
Education
Rider University 2001 — 2005
Bachelor of Science (BS), Economics
Donald Murphy Donald Murphy's Neuberger Berman Experience August 2011 - May 2012
Job Vice President, Design Director at AB
Industry Financial Services
Experience
AB April 2015 - Present
AllianceBernstein May 2012 - Present
Neuberger Berman August 2011 - May 2012
AllianceBernstein February 2007 - July 2011
Doremus January 2006 - February 2007
self-employed April 2005 - January 2006
PrimeLook September 1998 - April 2005
New York University December 1996 - September 1998
Skills
Leadership, Graphics, Brochures, Typography, Corporate Branding, Logo Design, Collateral, Graphic Design, Marketing, User Interface Design, Art Direction, Branding & Identity, Art, Creative Direction, User Experience, Project Management, Adobe Creative Suite, Product Development, QuarkXPress, Advertising, Interaction Design, Illustrator, Layout, Print, Photoshop, Adobe Acrobat, Corporate Identity, Email Marketing, InDesign, Information Architecture, User-centered Design, Pre-press
Education
Pratt Institute 1988 — 1991
BFA, Fine Arts (Printmaking)
AB April 2015 - Present
AllianceBernstein May 2012 - Present
Neuberger Berman August 2011 - May 2012
AllianceBernstein February 2007 - July 2011
Doremus January 2006 - February 2007
self-employed April 2005 - January 2006
PrimeLook September 1998 - April 2005
New York University December 1996 - September 1998
Skills
Leadership, Graphics, Brochures, Typography, Corporate Branding, Logo Design, Collateral, Graphic Design, Marketing, User Interface Design, Art Direction, Branding & Identity, Art, Creative Direction, User Experience, Project Management, Adobe Creative Suite, Product Development, QuarkXPress, Advertising, Interaction Design, Illustrator, Layout, Print, Photoshop, Adobe Acrobat, Corporate Identity, Email Marketing, InDesign, Information Architecture, User-centered Design, Pre-press
Education
Pratt Institute 1988 — 1991
BFA, Fine Arts (Printmaking)
Colleen Huggins Colleen Huggins's Neuberger Berman Experience 1996 - 1999
Job
Industry Staffing and Recruiting
Experience
Reilly Resource Development, LLC September 2008 - Present
MRI Raleigh September 2006 - October 2007
The Albrecht Group November 2005 - August 2006
Focus Investment Group 2004 - 2005
US Trust Company 2004 - 2004
Fred Alger Management 1999 - 2004
Neuberger Berman 1996 - 1999
Skills
Recruiting, Executive Search, Finance, Financial Services, New Business Development, Banking, Marketing, Temporary Staffing, Relationship Management, Business Development, Investments, Strategy, Management, Mutual Funds, Asset Management, Hedge Funds
Education
Saint Bonaventure University 1988 — 1992
Bachelor's
Reilly Resource Development, LLC September 2008 - Present
MRI Raleigh September 2006 - October 2007
The Albrecht Group November 2005 - August 2006
Focus Investment Group 2004 - 2005
US Trust Company 2004 - 2004
Fred Alger Management 1999 - 2004
Neuberger Berman 1996 - 1999
Skills
Recruiting, Executive Search, Finance, Financial Services, New Business Development, Banking, Marketing, Temporary Staffing, Relationship Management, Business Development, Investments, Strategy, Management, Mutual Funds, Asset Management, Hedge Funds
Education
Saint Bonaventure University 1988 — 1992
Bachelor's
Denise Diez Denise Diez's Neuberger Berman Experience January 2000 - January 2001
Job VP at MS
Industry Financial Services
Experience
Morgan Stanley September 2008 - Present
Morgan Stanley January 2008 - November 2008
Morgan Stanley January 2001 - January 2008
Neuberger Berman January 2000 - January 2001
Education
Santa Monica College
Liberal Arts
Oak Creek H.S. Oak
Morgan Stanley September 2008 - Present
Morgan Stanley January 2008 - November 2008
Morgan Stanley January 2001 - January 2008
Neuberger Berman January 2000 - January 2001
Education
Santa Monica College
Liberal Arts
Oak Creek H.S. Oak
Stephen Conneely's Neuberger Berman Experience December 2009 - May 2012
Job Analyst / Commodities Trader at Kempler & Co., Inc.
Industry Financial Services
Experience
Kempler & Co., Inc. April 2012 - Present
Neuberger Berman December 2009 - May 2012
PricewaterhouseCoopers June 2008 - August 2009
Education
Penn State University
Bachelor's degree
Kempler & Co., Inc. April 2012 - Present
Neuberger Berman December 2009 - May 2012
PricewaterhouseCoopers June 2008 - August 2009
Education
Penn State University
Bachelor's degree
Stephanie Flank, SPHR Stephanie Flank, SPHR's Neuberger Berman Experience 1990 - 1995
Job
Industry Banking
Experience
AKAM Associates May 2012 - August 2015
Emigrant Bank May 2007 - June 2011
Milstein Properties September 2006 - May 2007
Valley National Bank February 2001 - August 2006
Econophone Inc/Destia Communications (merged with Viatel, Inc) February 1998 - December 2000
UBS (Painewebber) August 1995 - February 1997
Neuberger Berman 1990 - 1995
Skills
Employee Relations, Temporary Placement, Employee Engagement, Personnel Management, Recruiting, Hiring, Workforce Planning, Time Management, Applicant Tracking..., Team Building, HR Policies, Succession Planning, Conflict Resolution, Payroll, New Hire Orientations, Human Resources, Real Estate, College Recruiting, Management, Contract Negotiation, Property Management
Education
Rutgers University-New Brunswick 1985 — 1989
BA, English
AKAM Associates May 2012 - August 2015
Emigrant Bank May 2007 - June 2011
Milstein Properties September 2006 - May 2007
Valley National Bank February 2001 - August 2006
Econophone Inc/Destia Communications (merged with Viatel, Inc) February 1998 - December 2000
UBS (Painewebber) August 1995 - February 1997
Neuberger Berman 1990 - 1995
Skills
Employee Relations, Temporary Placement, Employee Engagement, Personnel Management, Recruiting, Hiring, Workforce Planning, Time Management, Applicant Tracking..., Team Building, HR Policies, Succession Planning, Conflict Resolution, Payroll, New Hire Orientations, Human Resources, Real Estate, College Recruiting, Management, Contract Negotiation, Property Management
Education
Rutgers University-New Brunswick 1985 — 1989
BA, English
Apurva Mehta's Neuberger Berman Experience September 2013 - Present
Job Senior Vice President, Enterprise Architecture at Neuberger Berman
Industry Computer Software
Experience
Neuberger Berman September 2013 - Present
Morgan Stanley Wealth Management 2009 - 2013
Morgan Stanley 2006 - 2009
Morgan Stanley 2001 - 2006
Macrothink 1999 - 2001
Merrill Lynch 1998 - 1999
Skills
IT Strategy, Software Project..., Project Management, Information Technology, Mobile Applications, Enterprise Architecture, SDLC, Cloud Computing, Strategy, Enterprise Software, Integration, Agile Methodologies, Leadership, Data Center, Business Analysis, Management, Vendor Management, Business Intelligence, Offshoring, Financial Services, Project Portfolio..., Trading Systems, Risk Management, Solution Architecture, Outsourcing, Security, Mobile Platforms, SOA, Architecture, Program Management, Software Development, Scrum, Mobile Devices, Cross-functional Team..., Product Management, .NET, Governance, IT Management, PMO, Infrastructure, Architectures
Education
Rutgers University
MS, Chemical Engineering
State University of New York at Stony Brook
MS, Technical Systems Management
The Maharaja Sayajirao University of Baroda
BE, Chemical Engineering
Neuberger Berman September 2013 - Present
Morgan Stanley Wealth Management 2009 - 2013
Morgan Stanley 2006 - 2009
Morgan Stanley 2001 - 2006
Macrothink 1999 - 2001
Merrill Lynch 1998 - 1999
Skills
IT Strategy, Software Project..., Project Management, Information Technology, Mobile Applications, Enterprise Architecture, SDLC, Cloud Computing, Strategy, Enterprise Software, Integration, Agile Methodologies, Leadership, Data Center, Business Analysis, Management, Vendor Management, Business Intelligence, Offshoring, Financial Services, Project Portfolio..., Trading Systems, Risk Management, Solution Architecture, Outsourcing, Security, Mobile Platforms, SOA, Architecture, Program Management, Software Development, Scrum, Mobile Devices, Cross-functional Team..., Product Management, .NET, Governance, IT Management, PMO, Infrastructure, Architectures
Education
Rutgers University
MS, Chemical Engineering
State University of New York at Stony Brook
MS, Technical Systems Management
The Maharaja Sayajirao University of Baroda
BE, Chemical Engineering
Christopher Nam's Neuberger Berman Experience 1999 - 1999
Job Director, Internet Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 2012 - Present
BofA Merrill Lynch 2010 - 2012
Touchco (acquired by Amazon) 2009 - 2010
Piper Jaffray 2003 - 2010
Wasserstein Perella 2001 - 2002
Neuberger Berman 1999 - 1999
Education
Princeton University
AB, Economics & Finance
University of Pennsylvania - The Wharton School (CA)
MBA
Credit Suisse 2012 - Present
BofA Merrill Lynch 2010 - 2012
Touchco (acquired by Amazon) 2009 - 2010
Piper Jaffray 2003 - 2010
Wasserstein Perella 2001 - 2002
Neuberger Berman 1999 - 1999
Education
Princeton University
AB, Economics & Finance
University of Pennsylvania - The Wharton School (CA)
MBA
Robin Starr's Neuberger Berman Experience November 2006 - August 2008
Job
Industry Financial Services
Experience
Lincoln Financial Advisors September 2008 - Present
Neuberger Berman November 2006 - August 2008
Tribeca Film Festival April 2005 - May 2006
Education
Pomona College 2000 — 2004
BA
Greens Farms Academy
Lincoln Financial Advisors September 2008 - Present
Neuberger Berman November 2006 - August 2008
Tribeca Film Festival April 2005 - May 2006
Education
Pomona College 2000 — 2004
BA
Greens Farms Academy
Kevin A. Worsh's Neuberger Berman Experience April 2006 - December 2008
Job Senior Wealth Director I help successful Executives and Families avoid the mistakes that diminish wealth
Industry Financial Services
Experience
BNY Mellon Wealth Management November 2010 - Present
Merrill Lynch Global Wealth Management December 2008 - November 2010
Neuberger Berman April 2006 - December 2008
SEI Investments March 2001 - April 2006
The Graham Company September 1992 - March 2001
Unted States Navy July 1985 - September 1992
Skills
Investment Strategies, Portfolio Management, Wealth Management, Leadership, Mutual Funds, Hedge Funds, Asset Allocation, Finance, Asset Management, Financial Risk, Series 7, Wealth, Alternative Investments, Retirement Planning, Financial Advisory, Capital Markets, Investment Banking, Retirement, Strategic Financial..., Separately Managed..., Valuation, Wealth Management..., Estate Planning, Bonds, Investments, Financial Planning
Education
Rensselaer Polytechnic Institute 1990 — 1992
MBA, Manufacturing and Finance
United States Naval Academy 1981 — 1985
BNY Mellon Wealth Management November 2010 - Present
Merrill Lynch Global Wealth Management December 2008 - November 2010
Neuberger Berman April 2006 - December 2008
SEI Investments March 2001 - April 2006
The Graham Company September 1992 - March 2001
Unted States Navy July 1985 - September 1992
Skills
Investment Strategies, Portfolio Management, Wealth Management, Leadership, Mutual Funds, Hedge Funds, Asset Allocation, Finance, Asset Management, Financial Risk, Series 7, Wealth, Alternative Investments, Retirement Planning, Financial Advisory, Capital Markets, Investment Banking, Retirement, Strategic Financial..., Separately Managed..., Valuation, Wealth Management..., Estate Planning, Bonds, Investments, Financial Planning
Education
Rensselaer Polytechnic Institute 1990 — 1992
MBA, Manufacturing and Finance
United States Naval Academy 1981 — 1985
Jay Lee, CFA's Neuberger Berman Experience June 2010 - February 2015
Job Portfolio Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
UBS Wealth Management February 2015 - Present
Neuberger Berman June 2010 - February 2015
Neuberger Berman June 2006 - May 2010
Bloomberg December 2004 - January 2005
Bertelsmann/Random House June 2004 - August 2004
Smith Barney June 2004 - August 2004
Skills
Equity Research, Financial Analysis, Financial Modeling, Project Management, Financial Markets, Public Speaking, Risk Management, Asset Management
Education
Rensselaer Polytechnic Institute 2001 — 2005
B.S, Computer Engineering, Economics
UBS Wealth Management July 2015 - Present
UBS Wealth Management February 2015 - Present
Neuberger Berman June 2010 - February 2015
Neuberger Berman June 2006 - May 2010
Bloomberg December 2004 - January 2005
Bertelsmann/Random House June 2004 - August 2004
Smith Barney June 2004 - August 2004
Skills
Equity Research, Financial Analysis, Financial Modeling, Project Management, Financial Markets, Public Speaking, Risk Management, Asset Management
Education
Rensselaer Polytechnic Institute 2001 — 2005
B.S, Computer Engineering, Economics
Derek Fisher, CIMA's Neuberger Berman Experience 2002 - April 2015
Job Regional Investment Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price May 2015 - Present
Neuberger Berman 2002 - April 2015
Education
Rutgers University-New Brunswick 1997 — 2001
BS, Finance
T. Rowe Price May 2015 - Present
Neuberger Berman 2002 - April 2015
Education
Rutgers University-New Brunswick 1997 — 2001
BS, Finance
Beth Galanter Connolly's Neuberger Berman Experience June 2015 - Present
Job Institutional Client Group at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2015 - Present
Neuberger Berman December 2013 - May 2015
Morgan Stanley Wealth Management September 2010 - October 2013
BNP Paribas October 2008 - April 2010
Banc of America Securities November 2004 - September 2008
Skills
Series 7, Series 63, Series 65, Leadership, Wealth Management, Equities, Prime Brokerage
Education
Pennsylvania State University 1999 — 2003
Bachelor's Degree, Marketing and International Business
Neuberger Berman June 2015 - Present
Neuberger Berman December 2013 - May 2015
Morgan Stanley Wealth Management September 2010 - October 2013
BNP Paribas October 2008 - April 2010
Banc of America Securities November 2004 - September 2008
Skills
Series 7, Series 63, Series 65, Leadership, Wealth Management, Equities, Prime Brokerage
Education
Pennsylvania State University 1999 — 2003
Bachelor's Degree, Marketing and International Business
Rajen Pandya's Neuberger Berman Experience February 2010 - Present
Job VP at Neuberger Berman
Industry Computer Software
Experience
Neuberger Berman February 2010 - Present
Neuberger Berman February 2009 - January 2010
Lehman Brothers 2006 - 2008
Skills
Fixed Income, Trading Systems, SDLC, Asset Management, Investments, Equities, Hedge Funds, Business Analysis, Investment Banking, Portfolio Management, Financial Modeling, Trading, Financial Services, User Acceptance Testing, Wealth Management
Education
Wichita State University 2004 — 2006
M.S., Engineering
Sardar Patel University 1998 — 2002
BS, Mechatronics, Robotics, and Automation Engineering
Neuberger Berman February 2010 - Present
Neuberger Berman February 2009 - January 2010
Lehman Brothers 2006 - 2008
Skills
Fixed Income, Trading Systems, SDLC, Asset Management, Investments, Equities, Hedge Funds, Business Analysis, Investment Banking, Portfolio Management, Financial Modeling, Trading, Financial Services, User Acceptance Testing, Wealth Management
Education
Wichita State University 2004 — 2006
M.S., Engineering
Sardar Patel University 1998 — 2002
BS, Mechatronics, Robotics, and Automation Engineering
Christina Tsesmelis's Neuberger Berman Experience December 2013 - Present
Job Head of Global AntiCorruption, AML Officer & Privacy Officer at Neuberger Berman LLC
Industry Law Practice
Experience
Neuberger Berman December 2013 - Present
Baker & Hostetler LLP January 2011 - December 2013
Mayer Brown July 2007 - January 2011
United States Court of International Trade 2005 - July 2007
Skills
Securities Litigation, FCPA, White Collar Criminal..., Internal Investigations, Commercial Litigation, Legal Research, Corporate Law, Legal Writing, Civil Litigation, Intellectual Property, Legal Advice, Securities Regulation, Appeals, Arbitration, Trials, Class Actions
Education
Saint John's University School of Law 2002 — 2005
Doctor of Law (JD), Complex Litigation
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Neuberger Berman December 2013 - Present
Baker & Hostetler LLP January 2011 - December 2013
Mayer Brown July 2007 - January 2011
United States Court of International Trade 2005 - July 2007
Skills
Securities Litigation, FCPA, White Collar Criminal..., Internal Investigations, Commercial Litigation, Legal Research, Corporate Law, Legal Writing, Civil Litigation, Intellectual Property, Legal Advice, Securities Regulation, Appeals, Arbitration, Trials, Class Actions
Education
Saint John's University School of Law 2002 — 2005
Doctor of Law (JD), Complex Litigation
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Jay M. Desiderio's Neuberger Berman Experience June 1995 - August 1995
Job Executive Recruiter at Spire Search Partners
Industry Financial Services
Experience
Spire Search Partners October 2007 - Present
UBS Investment Bank March 2003 - August 2006
Deutsche Bank August 1999 - August 2002
Bear Stearns July 1998 - August 1999
Neuberger and Berman June 1996 - July 1996
Neuberger Berman June 1995 - August 1995
Education
Southern Connecticut State University 1994 — 2002
Bachelors of Science, Concentraton in Finance
Quinnipiac University 1992 — 1995
Spire Search Partners October 2007 - Present
UBS Investment Bank March 2003 - August 2006
Deutsche Bank August 1999 - August 2002
Bear Stearns July 1998 - August 1999
Neuberger and Berman June 1996 - July 1996
Neuberger Berman June 1995 - August 1995
Education
Southern Connecticut State University 1994 — 2002
Bachelors of Science, Concentraton in Finance
Quinnipiac University 1992 — 1995
Chris Van Buren, CFA's Neuberger Berman Experience August 2005 - April 2009
Job Senior Managing Director, Chief Risk Officer, Asset Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
UBS May 2013 - January 2014
UBS Global Asset Management November 2010 - May 2013
The Rockefeller Foundation April 2009 - November 2010
Lehman Brothers August 2005 - April 2009
Neuberger Berman August 2005 - April 2009
Goldman, Sachs & Co. 1991 - 2005
Advanced Computer Techniques / InterACT April 1985 - April 1991
Skills
Investment Management, Investments, Financial Risk, Fixed Income Analysis, Alternative Investments, Programming Languages, Operational Risk..., Portfolio Management, Equities, Fixed Income, Asset Management
Education
Princeton University 1980 — 1984
B.S.E., Electrical Engineering / Computer Science
Stevens Institute of Technology 1984 — 1989
M.Eng, Electrical Engineering
TIAA-CREF January 2014 - Present
UBS May 2013 - January 2014
UBS Global Asset Management November 2010 - May 2013
The Rockefeller Foundation April 2009 - November 2010
Lehman Brothers August 2005 - April 2009
Neuberger Berman August 2005 - April 2009
Goldman, Sachs & Co. 1991 - 2005
Advanced Computer Techniques / InterACT April 1985 - April 1991
Skills
Investment Management, Investments, Financial Risk, Fixed Income Analysis, Alternative Investments, Programming Languages, Operational Risk..., Portfolio Management, Equities, Fixed Income, Asset Management
Education
Princeton University 1980 — 1984
B.S.E., Electrical Engineering / Computer Science
Stevens Institute of Technology 1984 — 1989
M.Eng, Electrical Engineering
Barrett Costello's Neuberger Berman Experience March 2014 - Present
Job Senior Regional Director, Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman March 2014 - Present
FPA of MA 2013 - Present
Hennessy Funds October 2012 - March 2014
FBR Asset Management April 2009 - October 2012
FBR Asset Management July 2007 - April 2009
Fidelity Investments Institutional Services June 1999 - June 2007
Skills
Portfolio Management, Series 63, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Equities, Asset Managment, Investments, Sales&Marketing, Asset Management, Financial Analysis, Financial Advisory, Risk Management, Strategic Financial..., Financial Planning, Fixed Income, Securities, Wealth Management
Education
Roger Williams University 1995 — 1999
B.S. Business Management, Finance, General
Neuberger Berman March 2014 - Present
FPA of MA 2013 - Present
Hennessy Funds October 2012 - March 2014
FBR Asset Management April 2009 - October 2012
FBR Asset Management July 2007 - April 2009
Fidelity Investments Institutional Services June 1999 - June 2007
Skills
Portfolio Management, Series 63, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Equities, Asset Managment, Investments, Sales&Marketing, Asset Management, Financial Analysis, Financial Advisory, Risk Management, Strategic Financial..., Financial Planning, Fixed Income, Securities, Wealth Management
Education
Roger Williams University 1995 — 1999
B.S. Business Management, Finance, General
Sheri Pillo's Neuberger Berman Experience December 2010 - Present
Job Marketing/Communications Consultant at Neuberger Berman
Industry Marketing and Advertising
Experience
Neuberger Berman December 2010 - Present
Lehman Brothers July 2007 - December 2008
New York University January 2003 - June 2007
Seton Hall University 1999 - 2003
Education
Seton Hall University 1999 — 2002
MA, Corporate Communications
Seton Hall University 1995 — 1999
BA, Communications
Neuberger Berman December 2010 - Present
Lehman Brothers July 2007 - December 2008
New York University January 2003 - June 2007
Seton Hall University 1999 - 2003
Education
Seton Hall University 1999 — 2002
MA, Corporate Communications
Seton Hall University 1995 — 1999
BA, Communications
Christine Didora's Neuberger Berman Experience January 2015 - Present
Job VP, Investor Relations
Industry Financial Services
Experience
Neuberger Berman January 2015 - Present
Orchard Square Partners January 2013 - December 2014
Ramius LLC December 2004 - January 2013
Bank of America February 2002 - June 2004
Salomon Smith Barney April 2000 - February 2002
PricewaterhouseCoopers 1998 - 2000
Skills
Financial Modeling, Microsoft Excel, Capital Markets, Business Analysis, Microsoft Office, Alternative Investments, PowerPoint, Hedge Funds, Bloomberg, Fixed Income, Equities, Asset Managment
Education
Providence College 1994 — 1998
B.S., Finance
Neuberger Berman January 2015 - Present
Orchard Square Partners January 2013 - December 2014
Ramius LLC December 2004 - January 2013
Bank of America February 2002 - June 2004
Salomon Smith Barney April 2000 - February 2002
PricewaterhouseCoopers 1998 - 2000
Skills
Financial Modeling, Microsoft Excel, Capital Markets, Business Analysis, Microsoft Office, Alternative Investments, PowerPoint, Hedge Funds, Bloomberg, Fixed Income, Equities, Asset Managment
Education
Providence College 1994 — 1998
B.S., Finance
Jonathan Eng's Neuberger Berman Experience March 2012 - September 2014
Job Senior Manager at Amplify
Industry Financial Services
Experience
Amplify September 2014 - July 2015
Neuberger Berman March 2012 - September 2014
Morgan Stanley March 2010 - March 2012
Morgan Stanley May 2008 - March 2010
Morgan Stanley January 2007 - May 2008
Johnson & Johnson December 2005 - August 2006
Skills
Financial Modeling, Financial Reporting, Financial Forecasting, VBA, Risk Management, SAP, Financial Planning &..., Revenue Forecasting, Business Objects, Cash Flow Forecasting, Microsoft Excel, Budget Process, Business Planning, Business Strategy, Strategic Financial..., Asset Management, SQL, Liquidity Analysis, Regulatory Capital, Backtesting, College Recruiting, Project Management, Finance
Education
Penn State University 2003 — 2006
BS, Finance
Amplify September 2014 - July 2015
Neuberger Berman March 2012 - September 2014
Morgan Stanley March 2010 - March 2012
Morgan Stanley May 2008 - March 2010
Morgan Stanley January 2007 - May 2008
Johnson & Johnson December 2005 - August 2006
Skills
Financial Modeling, Financial Reporting, Financial Forecasting, VBA, Risk Management, SAP, Financial Planning &..., Revenue Forecasting, Business Objects, Cash Flow Forecasting, Microsoft Excel, Budget Process, Business Planning, Business Strategy, Strategic Financial..., Asset Management, SQL, Liquidity Analysis, Regulatory Capital, Backtesting, College Recruiting, Project Management, Finance
Education
Penn State University 2003 — 2006
BS, Finance
Dean Winick's Neuberger Berman Experience May 2009 - Present
Job Vice President at Neuberger Berman
Industry Accounting
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers November 2005 - May 2009
BISYS Fund Services January 2005 - November 2005
Rothstein Kass June 2004 - January 2005
Skills
Private Equity, Fund Accounting, Performance Analysis, Fund Administration, Alternative Investments, Fund Of Funds, Financial Reporting, Financial Analysis, Financial Modeling, Accounting, Fixed Income, Corporate Finance
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Accounting
Neuberger Berman May 2009 - Present
Lehman Brothers November 2005 - May 2009
BISYS Fund Services January 2005 - November 2005
Rothstein Kass June 2004 - January 2005
Skills
Private Equity, Fund Accounting, Performance Analysis, Fund Administration, Alternative Investments, Fund Of Funds, Financial Reporting, Financial Analysis, Financial Modeling, Accounting, Fixed Income, Corporate Finance
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Accounting
Michele Oswalt's Neuberger Berman Experience February 2006 - October 2007
Job Campaign Manager at Flashtalking, Inc.
Industry Online Media
Experience
Flashtalking, Inc. April 2013 - Present
Thismoment, Inc June 2012 - October 2012
thisMoment, Inc February 2011 - May 2012
Morgan Stanley Smith Barney January 2010 - February 2011
Strategic Workforce Solutions October 2007 - November 2008
Neuberger Berman February 2006 - October 2007
Skills
Account Management, Salesforce.com, Online Advertising, Sales, SaaS, Analytics, Advertising, Lead Generation, Social Media Marketing, Digital Strategy, Facebook, Recruiting, Digital Marketing, Interactive Marketing, Digital Media, CRM, Online Marketing, Mobile Marketing, Web Analytics
Education
Penn State University 2000 — 2004
BS, Marketing & International Business
Università Commerciale 'Luigi Bocconi' / Bocconi University 2003 — 2003
Study Abroad
Flashtalking, Inc. April 2013 - Present
Thismoment, Inc June 2012 - October 2012
thisMoment, Inc February 2011 - May 2012
Morgan Stanley Smith Barney January 2010 - February 2011
Strategic Workforce Solutions October 2007 - November 2008
Neuberger Berman February 2006 - October 2007
Skills
Account Management, Salesforce.com, Online Advertising, Sales, SaaS, Analytics, Advertising, Lead Generation, Social Media Marketing, Digital Strategy, Facebook, Recruiting, Digital Marketing, Interactive Marketing, Digital Media, CRM, Online Marketing, Mobile Marketing, Web Analytics
Education
Penn State University 2000 — 2004
BS, Marketing & International Business
Università Commerciale 'Luigi Bocconi' / Bocconi University 2003 — 2003
Study Abroad
Joseph Bender's Neuberger Berman Experience 2007 - Present
Job Senior Telecommunications and Cable Equity Research Analyst
Industry Financial Services
Experience
Neuberger Berman 2007 - Present
Banc of America Securities 2002 - 2007
Goldman Sachs 1999 - 2001
Federal Communications Commission 1996 - 1999
U.S. Department of Justice, Antitrust Division, Economic Analysis Group 1994 - 1996
Skills
Bloomberg, Equity Research, Investor Relations, Financial Analysis, Equities, Telecommunications, Capital Markets, Valuation, Financial Modeling, Series 7, Hedge Funds, Investment Banking, Alternative Investments
Education
Pomona College
Bachelor of Arts (B.A.), Philosophy, Politics & Economics (PPE) and Classical Studies
University of Pittsburgh
Master's Degree, Economics
Neuberger Berman 2007 - Present
Banc of America Securities 2002 - 2007
Goldman Sachs 1999 - 2001
Federal Communications Commission 1996 - 1999
U.S. Department of Justice, Antitrust Division, Economic Analysis Group 1994 - 1996
Skills
Bloomberg, Equity Research, Investor Relations, Financial Analysis, Equities, Telecommunications, Capital Markets, Valuation, Financial Modeling, Series 7, Hedge Funds, Investment Banking, Alternative Investments
Education
Pomona College
Bachelor of Arts (B.A.), Philosophy, Politics & Economics (PPE) and Classical Studies
University of Pittsburgh
Master's Degree, Economics
Kristian Lind's Neuberger Berman Experience May 2009 - Present
Job Senior Vice President, Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers Asset Management February 2005 - April 2009
Weiss, Peck & Greer 2002 - 2004
Skills
Fixed Income Trading, Series 7, Mutual Funds, Bloomberg, Trading, Portfolio Management, Asset Management, Fixed Income, Investments, Bonds, Money Market, Municipal, Series 63, Series 53
Education
Purdue University 1997 — 2001
Neuberger Berman May 2009 - Present
Lehman Brothers Asset Management February 2005 - April 2009
Weiss, Peck & Greer 2002 - 2004
Skills
Fixed Income Trading, Series 7, Mutual Funds, Bloomberg, Trading, Portfolio Management, Asset Management, Fixed Income, Investments, Bonds, Money Market, Municipal, Series 63, Series 53
Education
Purdue University 1997 — 2001
M.P. Hayden's Neuberger Berman Experience 2010 - 2012
Job Institutional Sales at Corbin Capital Partners
Industry Investment Management
Experience
Corbin Capital Partners February 2012 - Present
Neuberger Berman 2010 - 2012
Apollo Global Management LLC May 2009 - August 2009
Education
Purdue University 2005 — 2010
Bachelor of Science (B.S.), Sales Management, Economics
Corbin Capital Partners February 2012 - Present
Neuberger Berman 2010 - 2012
Apollo Global Management LLC May 2009 - August 2009
Education
Purdue University 2005 — 2010
Bachelor of Science (B.S.), Sales Management, Economics
Lucy Haydoutov's Neuberger Berman Experience January 2009 - Present
Job Production Sales Compensation, Asset Management Finance Projects and Process Improvements Neuberger Berman Group
Industry Financial Services
Experience
Neuberger Berman January 2009 - Present
Neuberger Berman February 2005 - December 2008
KPMG Consulting (BearingPoint) January 2004 - February 2005
Lord Abbett April 2003 - January 2004
Skills
Business Analysis, Project Management, Process Improvement, Business Process..., Business Intelligence, Analysis, Process Engineering, Project Planning, ERP, Finance
Education
Salem College 1997 — 2001
BS, Finance
Neuberger Berman January 2009 - Present
Neuberger Berman February 2005 - December 2008
KPMG Consulting (BearingPoint) January 2004 - February 2005
Lord Abbett April 2003 - January 2004
Skills
Business Analysis, Project Management, Process Improvement, Business Process..., Business Intelligence, Analysis, Process Engineering, Project Planning, ERP, Finance
Education
Salem College 1997 — 2001
BS, Finance
Avery Kiser's Neuberger Berman Experience January 2014 - Present
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2014 - Present
Neuberger Berman January 2011 - December 2013
Neuberger Berman July 2008 - December 2010
Lehman Brothers July 2005 - June 2008
Education
Princeton University 2001 — 2005
BSE, ORFE
Neuberger Berman January 2014 - Present
Neuberger Berman January 2011 - December 2013
Neuberger Berman July 2008 - December 2010
Lehman Brothers July 2005 - June 2008
Education
Princeton University 2001 — 2005
BSE, ORFE
Jonathan Flood's Neuberger Berman Experience February 2014 - Present
Job Regional Sales Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2014 - Present
AXA Equitable March 2011 - February 2014
AXA Distributors November 2010 - January 2011
MasterCard Worldwide June 2010 - August 2010
UBS June 2009 - August 2009
Skills
Leadership, Series 7, Investments, Program Management, Series 6, Series 63
Education
John F. Welch College of Business 2008 — 2010
Bachelor of Science, FinanceFinance; Finance, Accounting, Marketing, Economics, International Finance
Sacred Heart University 2006 — 2010
Bachelor's degree, Finance
Neuberger Berman February 2014 - Present
AXA Equitable March 2011 - February 2014
AXA Distributors November 2010 - January 2011
MasterCard Worldwide June 2010 - August 2010
UBS June 2009 - August 2009
Skills
Leadership, Series 7, Investments, Program Management, Series 6, Series 63
Education
John F. Welch College of Business 2008 — 2010
Bachelor of Science, FinanceFinance; Finance, Accounting, Marketing, Economics, International Finance
Sacred Heart University 2006 — 2010
Bachelor's degree, Finance
Brian O'Grady's Neuberger Berman Experience 2005 - 2008
Job Managing Director Global Head of Fund Raising at Mainstreet
Industry Financial Services
Experience
Mainstreet December 2014 - Present
Brookfield Asset Management 2011 - 2014
The Blackstone Group - Park Hill Group 2008 - October 2011
Neuberger Berman 2005 - 2008
Merrill Lynch 2001 - 2005
Schering-Plough 1995 - 2001
Education
Seton Hall University 1999 — 2001
Master of Business Administration (M.B.A.), Finance
The Catholic University of America 1989 — 1993
Bachelor's Degree, English
Christian Brother's Academy
Mainstreet December 2014 - Present
Brookfield Asset Management 2011 - 2014
The Blackstone Group - Park Hill Group 2008 - October 2011
Neuberger Berman 2005 - 2008
Merrill Lynch 2001 - 2005
Schering-Plough 1995 - 2001
Education
Seton Hall University 1999 — 2001
Master of Business Administration (M.B.A.), Finance
The Catholic University of America 1989 — 1993
Bachelor's Degree, English
Christian Brother's Academy
James Silvestri's Neuberger Berman Experience 2003 - 2009
Job Retired IT Project Manager
Industry Information Services
Experience
Broadridge Financial Solutions October 2009 - June 2014
Neuberger Investment Management September 2008 - February 2009
Neuberger Berman 2003 - 2009
Lehman Brothers June 2001 - September 2008
kpmg 1997 - 2001
KPMG Consulting 1997 - 2001
Lehman Brothers April 1991 - September 1997
First Chicago Bank & Trust May 1990 - April 1991
NBC May 1989 - May 1990
Goldman Sachs May 1987 - May 1989
Skills
Hedge Funds, Fixed Income, Project Management, Microsoft SQL Server, Team Leadership, Trading, IT Strategy, Business Analysis, Quality Assurance, Management, PMO, Project Portfolio..., Back Office, Asset Management, Securities, Disaster Recovery, SDLC, Risk Management, Business Development, Trading Systems, ITIL, Vendor Management, Requirements Analysis, Databases
Education
Saint Bonaventure University 1968 — 1972
Broadridge Financial Solutions October 2009 - June 2014
Neuberger Investment Management September 2008 - February 2009
Neuberger Berman 2003 - 2009
Lehman Brothers June 2001 - September 2008
kpmg 1997 - 2001
KPMG Consulting 1997 - 2001
Lehman Brothers April 1991 - September 1997
First Chicago Bank & Trust May 1990 - April 1991
NBC May 1989 - May 1990
Goldman Sachs May 1987 - May 1989
Skills
Hedge Funds, Fixed Income, Project Management, Microsoft SQL Server, Team Leadership, Trading, IT Strategy, Business Analysis, Quality Assurance, Management, PMO, Project Portfolio..., Back Office, Asset Management, Securities, Disaster Recovery, SDLC, Risk Management, Business Development, Trading Systems, ITIL, Vendor Management, Requirements Analysis, Databases
Education
Saint Bonaventure University 1968 — 1972
Carmela Greco's Neuberger Berman Experience October 1995 - December 1995
Job Sales at Fred Alger Management
Industry Financial Services
Experience
n/a - currently unemployed May 2009 - Present
National Accounts August 2008 - January 2009
Fred Alger Management January 1996 - January 2009
Fred Alger Management, Inc. January 2007 - July 2008
West Coast June 2006 - December 2006
Fred Alger Management December 1998 - December 2001
Neuberger Berman October 1995 - December 1995
Dean Witter May 1991 - October 1995
Dean Witter October 1994 - January 1995
Education
Rutgers University-New Brunswick 1987 — 1991
n/a - currently unemployed May 2009 - Present
National Accounts August 2008 - January 2009
Fred Alger Management January 1996 - January 2009
Fred Alger Management, Inc. January 2007 - July 2008
West Coast June 2006 - December 2006
Fred Alger Management December 1998 - December 2001
Neuberger Berman October 1995 - December 1995
Dean Witter May 1991 - October 1995
Dean Witter October 1994 - January 1995
Education
Rutgers University-New Brunswick 1987 — 1991
Brandon Ng's Neuberger Berman Experience January 2014 - Present
Job Senior Developer, Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2014 - Present
Neuberger Berman January 2012 - Present
Neuberger Berman February 2010 - February 2012
Neuberger Berman July 2007 - February 2010
Lehman Brothers June 2006 - August 2006
Skills
SQL, JavaScript, AJAX, JSP, Java, CSS, ASP.NET, HTML, Weblogic, JBoss Application Server, Eclipse, Shell Scripting, Unix, EJB, JIRA, Sybase, SDLC, XML, DHTML, Subversion, RSA Access Manager, Entrust IdentityGuard
Education
Rensselaer Polytechnic Institute 2003 — 2007
B.S., Computer Science, Computer Systems Engineering
Neuberger Berman January 2014 - Present
Neuberger Berman January 2012 - Present
Neuberger Berman February 2010 - February 2012
Neuberger Berman July 2007 - February 2010
Lehman Brothers June 2006 - August 2006
Skills
SQL, JavaScript, AJAX, JSP, Java, CSS, ASP.NET, HTML, Weblogic, JBoss Application Server, Eclipse, Shell Scripting, Unix, EJB, JIRA, Sybase, SDLC, XML, DHTML, Subversion, RSA Access Manager, Entrust IdentityGuard
Education
Rensselaer Polytechnic Institute 2003 — 2007
B.S., Computer Science, Computer Systems Engineering
Andrew Mallardi's Neuberger Berman Experience July 2005 - July 2007
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2009 - Present
Oppenheimer & Co. May 2008 - January 2009
Spencer Trask September 2007 - April 2008
Neuberger Berman July 2005 - July 2007
Magnet Investment Group May 2001 - August 2005
Skills
Loans, Retirement Planning, Wealth Management, Equities, Asset Managment, Wealth Management..., Strategic Financial..., Mutual Funds, Wealth, Alternative Investments, High Net Worth..., Securities, Series 7, Portfolio Management, Investments, Venture Capital, Finance, Risk Management, Private Equity, Asset Management, Financial Planning
Education
Quinnipiac University 2000 — 2004
TD Ameritrade January 2009 - Present
Oppenheimer & Co. May 2008 - January 2009
Spencer Trask September 2007 - April 2008
Neuberger Berman July 2005 - July 2007
Magnet Investment Group May 2001 - August 2005
Skills
Loans, Retirement Planning, Wealth Management, Equities, Asset Managment, Wealth Management..., Strategic Financial..., Mutual Funds, Wealth, Alternative Investments, High Net Worth..., Securities, Series 7, Portfolio Management, Investments, Venture Capital, Finance, Risk Management, Private Equity, Asset Management, Financial Planning
Education
Quinnipiac University 2000 — 2004
Kevin Clifford's Neuberger Berman Experience August 2006 - Present
Job Vice President Managed Accounts Group
Industry Financial Services
Experience
LG Fairmont Group November 2014 - Present
Neuberger Berman August 2006 - Present
The McNamara Group LLC January 2004 - August 2006
Lord Abbett and Co, LLC May 2002 - January 2004
Skills
Series 7, Asset Management, Fixed Income, Separately Managed..., Mutual Funds, Securities, Portfolio Management, Investments, Uniform Combined State..., Bonds, Investment Advisory, Series 6, FINRA, Managing Accounts, Investment Strategies, High Net Worth..., Risk Management, Relationship Management, Business Relationship..., Financial Services, Due Diligence
Education
Providence College 1994 — 1998
BS, General Studies
LG Fairmont Group November 2014 - Present
Neuberger Berman August 2006 - Present
The McNamara Group LLC January 2004 - August 2006
Lord Abbett and Co, LLC May 2002 - January 2004
Skills
Series 7, Asset Management, Fixed Income, Separately Managed..., Mutual Funds, Securities, Portfolio Management, Investments, Uniform Combined State..., Bonds, Investment Advisory, Series 6, FINRA, Managing Accounts, Investment Strategies, High Net Worth..., Risk Management, Relationship Management, Business Relationship..., Financial Services, Due Diligence
Education
Providence College 1994 — 1998
BS, General Studies
Paul Suzdak's Neuberger Berman Experience April 2015 - Present
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2015 - Present
BNY Mellon September 2013 - March 2015
BNY Mellon September 2012 - September 2013
JPMorgan July 2006 - September 2012
Cohber 2003 - 2006
Network Solutions 2005 - 2005
Skills
Informatica, ETL, Oracle SQL, Teradata, Perl Script, Java, .NET, Control M, Autosys, PHP, MySQL, Data Warehousing, Unix, Sybase, XML, Trading Systems, Software Development, Unix Shell Scripting, SQL, PL/SQL, Project Planning, Enterprise Software, Oracle, Software Project..., Management, Pentaho, Project Management, Enterprise Architecture, Data Modeling, SQL Tuning
Education
Rochester Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Information Technology
Neuberger Berman April 2015 - Present
BNY Mellon September 2013 - March 2015
BNY Mellon September 2012 - September 2013
JPMorgan July 2006 - September 2012
Cohber 2003 - 2006
Network Solutions 2005 - 2005
Skills
Informatica, ETL, Oracle SQL, Teradata, Perl Script, Java, .NET, Control M, Autosys, PHP, MySQL, Data Warehousing, Unix, Sybase, XML, Trading Systems, Software Development, Unix Shell Scripting, SQL, PL/SQL, Project Planning, Enterprise Software, Oracle, Software Project..., Management, Pentaho, Project Management, Enterprise Architecture, Data Modeling, SQL Tuning
Education
Rochester Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Information Technology
Ellen Bivins's Neuberger Berman Experience 1999 - 2008
Job Project Manager at Achieve3000
Industry Marketing and Advertising
Experience
Achieve3000 March 2014 - Present
Blink Reaction September 2013 - March 2014
HealthEd Group December 2010 - April 2013
Symbolic Systems March 2008 - May 2010
Neuberger Berman 1999 - 2008
Vista Computing System 1998 - 1999
Lockheed Martin May 1997 - May 1998
Skills
Project Planning, Project Management, Resource Management, Business Analysis, Functional..., Quality Assurance, Strategy, Product Development, Product Management, Software Development..., Process Improvement, SDLC, Integration, Cross-functional Team..., Management, Testing, Software Development, Software Documentation
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1998
MBA, Management
Rutgers University-New Brunswick 1988 — 1992
BA, Communications
Achieve3000 March 2014 - Present
Blink Reaction September 2013 - March 2014
HealthEd Group December 2010 - April 2013
Symbolic Systems March 2008 - May 2010
Neuberger Berman 1999 - 2008
Vista Computing System 1998 - 1999
Lockheed Martin May 1997 - May 1998
Skills
Project Planning, Project Management, Resource Management, Business Analysis, Functional..., Quality Assurance, Strategy, Product Development, Product Management, Software Development..., Process Improvement, SDLC, Integration, Cross-functional Team..., Management, Testing, Software Development, Software Documentation
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1998
MBA, Management
Rutgers University-New Brunswick 1988 — 1992
BA, Communications
Brendan Roach's Neuberger Berman Experience January 2009 - Present
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman January 2009 - Present
Neuberger Berman January 2008 - December 2008
Neuberger Berman March 2001 - January 2008
Scudder Kemper January 1997 - February 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Annuities, Investment Management, Investments, Mutual Funds, Retirement, Sales, Series 63, Series 7
Education
Penn State University 1990 — 1994
Bachelor of Science (BS), Economics
Neuberger Berman January 2009 - Present
Neuberger Berman January 2008 - December 2008
Neuberger Berman March 2001 - January 2008
Scudder Kemper January 1997 - February 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Annuities, Investment Management, Investments, Mutual Funds, Retirement, Sales, Series 63, Series 7
Education
Penn State University 1990 — 1994
Bachelor of Science (BS), Economics
Tamesha Forrest's Neuberger Berman Experience June 2010 - Present
Job AVP at Neuberger Berman
Industry Investment Banking
Experience
Neuberger Berman June 2010 - Present
Barclays Capital September 2008 - June 2010
Lehman Brothers February 2007 - September 2008
Lehman Brothers September 2005 - February 2007
Whitestone Communications June 2004 - August 2004
Skills
Equities, Fixed Income, Investment Banking, Bloomberg, Derivatives, Capital Markets, Analysis, Finance, Financial Modeling, Securities, Financial Analysis
Education
University of North Carolina at Chapel Hill 2002 — 2005
Economics & International Studies, Economic Theory & Policy, International Economic Development, Financial Markets, Accounting
Rutgers Business School
Neuberger Berman June 2010 - Present
Barclays Capital September 2008 - June 2010
Lehman Brothers February 2007 - September 2008
Lehman Brothers September 2005 - February 2007
Whitestone Communications June 2004 - August 2004
Skills
Equities, Fixed Income, Investment Banking, Bloomberg, Derivatives, Capital Markets, Analysis, Finance, Financial Modeling, Securities, Financial Analysis
Education
University of North Carolina at Chapel Hill 2002 — 2005
Economics & International Studies, Economic Theory & Policy, International Economic Development, Financial Markets, Accounting
Rutgers Business School
Suzanne Gunther's Neuberger Berman Experience January 2009 - November 2010
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
BNY Mellon September 2013 - January 2015
Wealth and Investment Management at Barclays June 2012 - August 2013
Barclays Capital November 2010 - May 2012
Neuberger Berman January 2009 - November 2010
Barclays Capital (formerly Lehman Brothers Inc.) September 2008 - October 2008
Lehman Brothers Inc. June 2006 - September 2008
PricewaterhouseCoopers January 1999 - June 2006
Deloitte & Touche May 1997 - January 1999
Education
Southwestern Law School 1993 — 1996
JD
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1993
MBA, Finance
New York University - Leonard N. Stern School of Business 1988 — 1990
BS, Marketing, International Business
Vanderbilt University 1985 — 1988
The Masters School
Citi January 2015 - Present
BNY Mellon September 2013 - January 2015
Wealth and Investment Management at Barclays June 2012 - August 2013
Barclays Capital November 2010 - May 2012
Neuberger Berman January 2009 - November 2010
Barclays Capital (formerly Lehman Brothers Inc.) September 2008 - October 2008
Lehman Brothers Inc. June 2006 - September 2008
PricewaterhouseCoopers January 1999 - June 2006
Deloitte & Touche May 1997 - January 1999
Education
Southwestern Law School 1993 — 1996
JD
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1993
MBA, Finance
New York University - Leonard N. Stern School of Business 1988 — 1990
BS, Marketing, International Business
Vanderbilt University 1985 — 1988
The Masters School
Richard Pagnoni's Neuberger Berman Experience 2008 - 2010
Job Executive Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management 2011 - Present
Wilmington Trust 2010 - 2011
Neuberger Berman 2008 - 2010
Lehman Brothers Asset Management 2006 - 2009
Morgan Stanley Investment Management 1999 - 2006
Skills
Asset Management, Bloomberg, Capital Markets, Equities, Fixed Income, Mutual Funds, Portfolio Management
Education
Philadelphia University 1995 — 1998
BS, Finance
JP Morgan Asset Management 2011 - Present
Wilmington Trust 2010 - 2011
Neuberger Berman 2008 - 2010
Lehman Brothers Asset Management 2006 - 2009
Morgan Stanley Investment Management 1999 - 2006
Skills
Asset Management, Bloomberg, Capital Markets, Equities, Fixed Income, Mutual Funds, Portfolio Management
Education
Philadelphia University 1995 — 1998
BS, Finance
Stephen Jantz's Neuberger Berman Experience August 2009 - March 2012
Job Assistant Merchant at J.Crew
Industry Apparel & Fashion
Experience
J.Crew April 2015 - Present
J.Crew March 2012 - April 2015
Neuberger Berman August 2009 - March 2012
PricewaterhouseCoopers June 2009 - August 2009
Lehman Brothers April 2007 - August 2009
Skills
Tax, Accounting, Tax Compliance, Income Tax, Transfer Pricing, Non Income Tax, Sales Tax, Depreciation, Corporate Tax, US GAAP, Partnership Taxation, Financial Reporting, VAT, Fixed Assets
Education
St. Peter's College 2005 — 2009
BS, Accounting, Finance
J.Crew April 2015 - Present
J.Crew March 2012 - April 2015
Neuberger Berman August 2009 - March 2012
PricewaterhouseCoopers June 2009 - August 2009
Lehman Brothers April 2007 - August 2009
Skills
Tax, Accounting, Tax Compliance, Income Tax, Transfer Pricing, Non Income Tax, Sales Tax, Depreciation, Corporate Tax, US GAAP, Partnership Taxation, Financial Reporting, VAT, Fixed Assets
Education
St. Peter's College 2005 — 2009
BS, Accounting, Finance
Jennifer Ortega-Riquelme's Neuberger Berman Experience 2010 - Present
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman 2010 - Present
Double Rock Corporation 2006 - 2010
The Bank of New York 2001 - 2006
Skills
Financial Services, SDLC, Equities, Requirements Analysis, Vendor Management, Business Analysis, Project Management, Training, Wealth Management, PMO, Banking, Asset Managment
Education
Saint Peter's University
BSBA
Neuberger Berman 2010 - Present
Double Rock Corporation 2006 - 2010
The Bank of New York 2001 - 2006
Skills
Financial Services, SDLC, Equities, Requirements Analysis, Vendor Management, Business Analysis, Project Management, Training, Wealth Management, PMO, Banking, Asset Managment
Education
Saint Peter's University
BSBA
Sigrid Stabenow's Neuberger Berman Experience September 2008 - May 2011
Job Director, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2011 - Present
Neuberger Berman September 2008 - May 2011
Education
Rutgers University-New Brunswick
BA, Economics
Rutgers, The State University of New Jersey-Newark
MBA
Deutsche Bank May 2011 - Present
Neuberger Berman September 2008 - May 2011
Education
Rutgers University-New Brunswick
BA, Economics
Rutgers, The State University of New Jersey-Newark
MBA
H. Rafael Yaghoutiel's Neuberger Berman Experience 2009 - 2013
Job Director at Prudential Investments
Industry Financial Services
Experience
Prudential Financial 2013 - Present
Neuberger Berman 2009 - 2013
Lehman Brothers / Neuberger Berman 2007 - 2009
Lehman Brothers / Neuberger Berman 2001 - 2007
Deutsche Bank / National Discount Brokers Group 1998 - 2001
Rosen Seymour Shapss Martin & Company LLP 1998 - 1998
Rutta & Company 1995 - 1998
Skills
Financial and Strategic..., Budget and Rolling..., Management Reporting..., Business Planning and..., Benchmarking and..., Financial Modeling..., Investor Relations, Acquisition and Liftout..., Compensation Plans..., Business Process..., Cost Control and..., Expense Allocation..., Capital Markets, Asset Managment, Budgets, Financial Modeling, Asset Management, Due Diligence, Valuation, Finance, New Business Development, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Investments, Business Strategy, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1997 — 2002
Master of Business Administration (M.B.A.), Finance & Management, 3.82
City University of New York-Queens College 1990 — 1995
Bachelor of Arts (B.A.), Biology, 3.9
Prudential Financial 2013 - Present
Neuberger Berman 2009 - 2013
Lehman Brothers / Neuberger Berman 2007 - 2009
Lehman Brothers / Neuberger Berman 2001 - 2007
Deutsche Bank / National Discount Brokers Group 1998 - 2001
Rosen Seymour Shapss Martin & Company LLP 1998 - 1998
Rutta & Company 1995 - 1998
Skills
Financial and Strategic..., Budget and Rolling..., Management Reporting..., Business Planning and..., Benchmarking and..., Financial Modeling..., Investor Relations, Acquisition and Liftout..., Compensation Plans..., Business Process..., Cost Control and..., Expense Allocation..., Capital Markets, Asset Managment, Budgets, Financial Modeling, Asset Management, Due Diligence, Valuation, Finance, New Business Development, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Investments, Business Strategy, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1997 — 2002
Master of Business Administration (M.B.A.), Finance & Management, 3.82
City University of New York-Queens College 1990 — 1995
Bachelor of Arts (B.A.), Biology, 3.9
Jason Seo, CFA's Neuberger Berman Experience February 2011 - February 2014
Job Portfolio Manager / Investment Strategist
Industry Investment Management
Experience
Castle Asset Management November 2014 - Present
Covestor April 2014 - November 2014
Neuberger Berman February 2011 - February 2014
New Amsterdam Partners June 2006 - February 2011
Standard & Poor's June 2004 - April 2006
Citigroup Alternative Investments 2001 - 2004
Skills
Value Investing, Financial Modeling, Valuation, Equity Research, Hedge Funds, Equities, Bloomberg, Alternative Investments, Investment Management, Asset Management, Investment Strategies, Fixed Income, Equity Valuation, Capital Markets, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Financial Instruments and Markets, Corporate Finance and Accounting
Penn State University
B.S., Accounting
Castle Asset Management November 2014 - Present
Covestor April 2014 - November 2014
Neuberger Berman February 2011 - February 2014
New Amsterdam Partners June 2006 - February 2011
Standard & Poor's June 2004 - April 2006
Citigroup Alternative Investments 2001 - 2004
Skills
Value Investing, Financial Modeling, Valuation, Equity Research, Hedge Funds, Equities, Bloomberg, Alternative Investments, Investment Management, Asset Management, Investment Strategies, Fixed Income, Equity Valuation, Capital Markets, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Financial Instruments and Markets, Corporate Finance and Accounting
Penn State University
B.S., Accounting
Suzanne Ashour's Neuberger Berman Experience July 2001 - Present
Job Executive Assistant at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2001 - Present
Credit Suisse October 1999 - July 2001
Education
Robert Morris University - Illinois 1997 — 1999
Bachelor's Degree, Business Administration and Management, General, 4.0
Neuberger Berman July 2001 - Present
Credit Suisse October 1999 - July 2001
Education
Robert Morris University - Illinois 1997 — 1999
Bachelor's Degree, Business Administration and Management, General, 4.0
Dan Fletcher's Neuberger Berman Experience January 2004 - Present
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman January 2004 - Present
Lehman Brothers May 1995 - December 2003
The Batavia Group Ltd. May 1993 - May 1995
Deloitte & Touche June 1992 - May 1993
Skills
Investments, Bloomberg, Asset Allocation, Series 7, Financial Analysis, Investment Strategies, Equity Valuation, Financial Markets, Series 63, Equities, Telecommunications, Portfolio Management, Hedge Funds, Corporate Development, Strategy, ETFs, Finance, Financial Services, Management, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1992
MBA, Concentration in Finance, 3.82 Cumulative G.P.A.
William Paterson University of New Jersey 1986 — 1990
BA, Communications
Neuberger Berman January 2004 - Present
Lehman Brothers May 1995 - December 2003
The Batavia Group Ltd. May 1993 - May 1995
Deloitte & Touche June 1992 - May 1993
Skills
Investments, Bloomberg, Asset Allocation, Series 7, Financial Analysis, Investment Strategies, Equity Valuation, Financial Markets, Series 63, Equities, Telecommunications, Portfolio Management, Hedge Funds, Corporate Development, Strategy, ETFs, Finance, Financial Services, Management, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1992
MBA, Concentration in Finance, 3.82 Cumulative G.P.A.
William Paterson University of New Jersey 1986 — 1990
BA, Communications
Erik Lutkus's Neuberger Berman Experience November 2005 - February 2007
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2007 - Present
Neuberger Berman November 2005 - February 2007
Goldman Sachs May 2003 - November 2005
Wells Fargo March 2002 - May 2003
Vanguard February 2001 - February 2002
Education
Penn State University 1996 — 2000
BS, Business Administration, Kinesiology
Deutsche Bank February 2007 - Present
Neuberger Berman November 2005 - February 2007
Goldman Sachs May 2003 - November 2005
Wells Fargo March 2002 - May 2003
Vanguard February 2001 - February 2002
Education
Penn State University 1996 — 2000
BS, Business Administration, Kinesiology
Patti Williams-Gorman's Neuberger Berman Experience July 2003 - November 2003
Job Senior Supervisory Analyst ABG Sundal Collier
Industry Financial Services
Experience
ABG Sundal Collier April 2010 - Present
Oppenheimer & Co. July 2009 - April 2011
Dresdner Kleinwort November 2003 - June 2009
Neuberger Berman July 2003 - November 2003
ING Barings August 1996 - September 2001
Skills
Investment Banking, Capital Markets, Equities, Fixed Income, Equity Research, Financial Markets, Bloomberg, Hedge Funds, Valuation, Securities
Education
Penn State University
MA, Journalism
Seton Hall University
BA Communications, Communications/Journalism
ABG Sundal Collier April 2010 - Present
Oppenheimer & Co. July 2009 - April 2011
Dresdner Kleinwort November 2003 - June 2009
Neuberger Berman July 2003 - November 2003
ING Barings August 1996 - September 2001
Skills
Investment Banking, Capital Markets, Equities, Fixed Income, Equity Research, Financial Markets, Bloomberg, Hedge Funds, Valuation, Securities
Education
Penn State University
MA, Journalism
Seton Hall University
BA Communications, Communications/Journalism
Vinesh Jagmohan's Neuberger Berman Experience August 2009 - May 2011
Job Trading Support Specialist
Industry Information Technology and Services
Experience
Tullett Prebon December 2012 - Present
TD May 2011 - December 2012
Neuberger Berman August 2009 - May 2011
Computershare February 2009 - July 2009
Macquarie Bank February 2006 - November 2008
Carlin Financial Group February 2002 - September 2005
United Software July 1998 - September 2001
Horizon Blue Cross Blue Shield of NJ August 1996 - August 1998
Skills
Blackberry, Desktop Computers, Project Managers, Applications, Remedy User, Trading Systems, Bloomberg, STP, Fixed Income, Commodity Markets, Forex, Technical Support
Education
University of Calcutta 1993 — 1996
Bachelors, Commerce
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Associate, Information System
The Chubb Institute 2000 — 2001
Diploma, Network Engineering and Data Communication
Tullett Prebon December 2012 - Present
TD May 2011 - December 2012
Neuberger Berman August 2009 - May 2011
Computershare February 2009 - July 2009
Macquarie Bank February 2006 - November 2008
Carlin Financial Group February 2002 - September 2005
United Software July 1998 - September 2001
Horizon Blue Cross Blue Shield of NJ August 1996 - August 1998
Skills
Blackberry, Desktop Computers, Project Managers, Applications, Remedy User, Trading Systems, Bloomberg, STP, Fixed Income, Commodity Markets, Forex, Technical Support
Education
University of Calcutta 1993 — 1996
Bachelors, Commerce
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Associate, Information System
The Chubb Institute 2000 — 2001
Diploma, Network Engineering and Data Communication
Greg Ross's Neuberger Berman Experience July 2015 - Present
Job External Wholesaler Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2015 - Present
Jackson National Life Distributors LLC August 2012 - June 2015
Jackson National Life Distributors LLC May 2010 - August 2012
EF Educational Tours January 2010 - May 2010
Jookt.com November 2008 - January 2010
Skills
Mutual Funds, Sales, Social Media, Banking, Series 63, Variable Annuities, FINRA, Corporate Finance, Business Development, Series 7, Series 6, Retirement Planning, Investments, Alternative Investments, Financial Services
Education
Regis University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
University of Colorado Boulder 2004 — 2008
BS, Finance
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance, Economics, Entrepreneurship
Neuberger Berman July 2015 - Present
Jackson National Life Distributors LLC August 2012 - June 2015
Jackson National Life Distributors LLC May 2010 - August 2012
EF Educational Tours January 2010 - May 2010
Jookt.com November 2008 - January 2010
Skills
Mutual Funds, Sales, Social Media, Banking, Series 63, Variable Annuities, FINRA, Corporate Finance, Business Development, Series 7, Series 6, Retirement Planning, Investments, Alternative Investments, Financial Services
Education
Regis University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
University of Colorado Boulder 2004 — 2008
BS, Finance
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance, Economics, Entrepreneurship
Gregory Esehak's Neuberger Berman Experience January 2004 - Present
Job Senior Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2004 - Present
UBS/Painewebber June 1988 - April 2003
EF Hutton 1982 - 1988
EF Hutton 1982 - 1988
Skills
Asset Management, Hedge Funds, Fixed Income, Mutual Funds, Equities, Portfolio Management
Education
Queens College 1975 — 1979
Batchelors, Accounting
Neuberger Berman January 2004 - Present
UBS/Painewebber June 1988 - April 2003
EF Hutton 1982 - 1988
EF Hutton 1982 - 1988
Skills
Asset Management, Hedge Funds, Fixed Income, Mutual Funds, Equities, Portfolio Management
Education
Queens College 1975 — 1979
Batchelors, Accounting
Waseem Iqbal's Neuberger Berman Experience August 2006 - October 2011
Job Senior Operations Analyst at Citco Fund Services
Industry Banking
Experience
Citco Fund Services December 2013 - August 2014
UBS May 2013 - December 2013
Tweedy, Browne Company October 2011 - April 2013
Neuberger Berman August 2006 - October 2011
Lehman Brothers March 2004 - August 2006
Goldman Sachs November 2003 - March 2004
Skills
Fixed Income, Bloomberg, Equities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Securities, Wealth Management, Asset Allocation, Derivatives, Bonds, Investment Management
Education
St. John's University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Citco Fund Services December 2013 - August 2014
UBS May 2013 - December 2013
Tweedy, Browne Company October 2011 - April 2013
Neuberger Berman August 2006 - October 2011
Lehman Brothers March 2004 - August 2006
Goldman Sachs November 2003 - March 2004
Skills
Fixed Income, Bloomberg, Equities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Securities, Wealth Management, Asset Allocation, Derivatives, Bonds, Investment Management
Education
St. John's University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
James Furey's Neuberger Berman Experience March 2007 - April 2008
Job Owner, Furey Research Partners, LLC
Industry Research
Experience
Furey Research Partners, LLC October 2008 - Present
Neuberger Berman March 2007 - April 2008
Lehman Brothers April 2002 - March 2007
Morgan Stanley 1988 - 1996
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1986 — 1988
MBA
Princeton University 1979 — 1983
AB, History
Furey Research Partners, LLC October 2008 - Present
Neuberger Berman March 2007 - April 2008
Lehman Brothers April 2002 - March 2007
Morgan Stanley 1988 - 1996
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1986 — 1988
MBA
Princeton University 1979 — 1983
AB, History
Briana Fisher's Neuberger Berman Experience 2007 - Present
Job Vice President, Senior National Account Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman 2007 - Present
Smith Barney 2006 - 2007
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Investments
Education
Seattle Pacific University
BA Finance, International Business
Neuberger Berman 2007 - Present
Smith Barney 2006 - 2007
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Investments
Education
Seattle Pacific University
BA Finance, International Business
Shari Maslin Berger's Neuberger Berman Experience August 2006 - March 2010
Job The Miller Group VA
Industry Real Estate
Experience
The Miller Group VA 2015 - Present
Perfect Commerce 2015 - Present
Wilbanks, Smith & Thomas January 2013 - 2014
Federal Reserve Bank of New York April 2012 - November 2012
Barclays Capital March 2010 - March 2012
Neuberger Berman August 2006 - March 2010
Clear Channel Entertainment June 2005 - August 2005
Skills
Financial Modeling
Education
Penn State University 2002 — 2006
College of Liberal Arts
The Miller Group VA 2015 - Present
Perfect Commerce 2015 - Present
Wilbanks, Smith & Thomas January 2013 - 2014
Federal Reserve Bank of New York April 2012 - November 2012
Barclays Capital March 2010 - March 2012
Neuberger Berman August 2006 - March 2010
Clear Channel Entertainment June 2005 - August 2005
Skills
Financial Modeling
Education
Penn State University 2002 — 2006
College of Liberal Arts
Matthew Mensch's Neuberger Berman Experience August 2013 - Present
Job Mutual Fund, SubAdvised, and UCIT Compliance at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman August 2013 - Present
Neuberger Berman August 2012 - August 2013
SunAmerica Financial Group December 2010 - August 2012
Lynx May 2010 - July 2010
H F Martek Company Inc June 2009 - July 2009
Laporte County Appraisal Service August 2004 - March 2007
Ganz Builders June 2004 - May 2005
Skills
Accounting, Excel, Access, Statistics, Word, Bloomberg Terminal, Portfolio Management, Economics, Pivot Tables, Vlookup, Macros, Working with External..., Reports to Board of..., Reports to Securities..., Reports to..., Reports/Surveys to..., Reports to..., Microsoft Word, Microsoft Excel, Equities, Hedge Funds, Financial Analysis, Management, Securities, Finance, Investments
Education
Purdue University - Krannert School of Management 2005 — 2010
Bachelor of Science, Management, Accounting, Finance, Economics
National Chengchi University & Shanghai Jiao Tong University 2009 — 2009
Study Abroad, Study Abroad
Neuberger Berman August 2013 - Present
Neuberger Berman August 2012 - August 2013
SunAmerica Financial Group December 2010 - August 2012
Lynx May 2010 - July 2010
H F Martek Company Inc June 2009 - July 2009
Laporte County Appraisal Service August 2004 - March 2007
Ganz Builders June 2004 - May 2005
Skills
Accounting, Excel, Access, Statistics, Word, Bloomberg Terminal, Portfolio Management, Economics, Pivot Tables, Vlookup, Macros, Working with External..., Reports to Board of..., Reports to Securities..., Reports to..., Reports/Surveys to..., Reports to..., Microsoft Word, Microsoft Excel, Equities, Hedge Funds, Financial Analysis, Management, Securities, Finance, Investments
Education
Purdue University - Krannert School of Management 2005 — 2010
Bachelor of Science, Management, Accounting, Finance, Economics
National Chengchi University & Shanghai Jiao Tong University 2009 — 2009
Study Abroad, Study Abroad
Michael Scarpa's Neuberger Berman Experience 2002 - 2004
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase March 2007 - Present
Lehman Brothers March 2004 - March 2007
Neuberger Berman 2002 - 2004
Jefferies & Company 1999 - 2001
Bear Stearns September 1982 - March 1999
Skills
Prime Brokerage, Securities, Banking, Fixed Income, Back Office, Equities, Settlement, Middle Office, Corporate Actions, Capital Markets, Financial Services, Relationship Management, Derivatives, Bloomberg, Securities Lending, Hedge Funds, Investment Banking, Collateral Management, Series 7, Investments
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Bachelors, Business Management, International Business
JP Morgan Chase March 2007 - Present
Lehman Brothers March 2004 - March 2007
Neuberger Berman 2002 - 2004
Jefferies & Company 1999 - 2001
Bear Stearns September 1982 - March 1999
Skills
Prime Brokerage, Securities, Banking, Fixed Income, Back Office, Equities, Settlement, Middle Office, Corporate Actions, Capital Markets, Financial Services, Relationship Management, Derivatives, Bloomberg, Securities Lending, Hedge Funds, Investment Banking, Collateral Management, Series 7, Investments
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Bachelors, Business Management, International Business
Jack Roddy, CIMA®'s Neuberger Berman Experience 2006 - 2010
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan 2010 - Present
Neuberger Berman 2006 - 2010
Fidelity Investments 2003 - 2006
Education
Saint Anselm College 1999 — 2003
BA, Economics
Catholic Memorial High School 1993 — 1999
JP Morgan 2010 - Present
Neuberger Berman 2006 - 2010
Fidelity Investments 2003 - 2006
Education
Saint Anselm College 1999 — 2003
BA, Economics
Catholic Memorial High School 1993 — 1999
Giuliana Peluso Meany's Neuberger Berman Experience November 1995 - January 1998
Job Experienced District Manager/Trainer/Recruiter
Industry Staffing and Recruiting
Experience
Avon Corporate Headquarters June 2006 - July 2011
Summit Financial Resources, Inc. February 1998 - December 1999
Neuberger Berman November 1995 - January 1998
Skills
Trade Marketing, Consumer Products, FMCG, Cosmetics, Sales Management, Sales, Retail, Merchandising, Sales Operations, Microsoft Office, Managerial Finance, International Sales, Market Analysis, Networking, Promotions, Spanish, Italian, French, Management, Marketing, Direct Sales, Training, Recruiting, Marketing Strategy, Forecasting, Team Building, Account Management, Strategy, Coaching, Strategic Planning, Business Development, Time Management, Marketing Communications, Leadership
Education
Rutgers University-New Brunswick 1984 — 1988
Bachelor's degree, Economics
Rutgers University-New Brunswick 1984 — 1988
Bachelor of Science, Economics
Avon Corporate Headquarters June 2006 - July 2011
Summit Financial Resources, Inc. February 1998 - December 1999
Neuberger Berman November 1995 - January 1998
Skills
Trade Marketing, Consumer Products, FMCG, Cosmetics, Sales Management, Sales, Retail, Merchandising, Sales Operations, Microsoft Office, Managerial Finance, International Sales, Market Analysis, Networking, Promotions, Spanish, Italian, French, Management, Marketing, Direct Sales, Training, Recruiting, Marketing Strategy, Forecasting, Team Building, Account Management, Strategy, Coaching, Strategic Planning, Business Development, Time Management, Marketing Communications, Leadership
Education
Rutgers University-New Brunswick 1984 — 1988
Bachelor's degree, Economics
Rutgers University-New Brunswick 1984 — 1988
Bachelor of Science, Economics
Robert Simeone's Neuberger Berman Experience January 2011 - Present
Job Controller at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2011 - Present
Caceis USA Inc. (Formerly Olympia Capital Associates LP) April 1990 - March 2010
Drexel Burnham Lambert April 1986 - March 1990
Skills
Fund Of Funds, Accounting, Fund Administration, Hedge Funds, Financial Analysis, Back Office, Asset Management, Fund Accounting, Alternative Investments, Mutual Funds, Financial Reporting, Business Development, Financial Services, Fixed Income, Private Equity
Education
Queens College
BA, Accounting
Neuberger Berman January 2011 - Present
Caceis USA Inc. (Formerly Olympia Capital Associates LP) April 1990 - March 2010
Drexel Burnham Lambert April 1986 - March 1990
Skills
Fund Of Funds, Accounting, Fund Administration, Hedge Funds, Financial Analysis, Back Office, Asset Management, Fund Accounting, Alternative Investments, Mutual Funds, Financial Reporting, Business Development, Financial Services, Fixed Income, Private Equity
Education
Queens College
BA, Accounting
Therese Cavanaugh's Neuberger Berman Experience May 2005 - Present
Job at Portfolio Administration at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2005 - Present
Thomas Weisel Partners May 2004 - May 2005
Education
Rutgers University-New Brunswick 2000 — 2004
BS, Environmental & Business Economic
Neuberger Berman May 2005 - Present
Thomas Weisel Partners May 2004 - May 2005
Education
Rutgers University-New Brunswick 2000 — 2004
BS, Environmental & Business Economic
Ruth Ewubare's Neuberger Berman Experience September 2007 - July 2010
Job Compliance Officer
Industry Financial Services
Experience
DME - Healthcare Medical Device December 2012 - Present
Artech Information Systems 2015 - 2015
Cbeyond April 2011 - July 2012
Neuberger Berman September 2007 - July 2010
Lehman Brothers (Atlanta Branch Office) May 2000 - January 2007
Skills
•Auditing and..., •Financial and..., •Budget Development..., Operations Management, Client Service, Risk Analysis, Risk Management, Compliance Audits, Compliance, Financial Services, Management, Process Improvement, Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Risk, Auditing, Quality Auditing, Internal Audit, Finance, Asset Management, Training
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1998
Master of Arts; MA, Liberal Studies
Rutgers - The State University of New Jersey 1993 — 1996
Bachelor of Arts; BA, Sociology
Rutgers, The State University of New Jersey-Newark 1993 — 1996
Bachrlor of Arts; BA, Criminal Justice
DME - Healthcare Medical Device December 2012 - Present
Artech Information Systems 2015 - 2015
Cbeyond April 2011 - July 2012
Neuberger Berman September 2007 - July 2010
Lehman Brothers (Atlanta Branch Office) May 2000 - January 2007
Skills
•Auditing and..., •Financial and..., •Budget Development..., Operations Management, Client Service, Risk Analysis, Risk Management, Compliance Audits, Compliance, Financial Services, Management, Process Improvement, Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Risk, Auditing, Quality Auditing, Internal Audit, Finance, Asset Management, Training
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1998
Master of Arts; MA, Liberal Studies
Rutgers - The State University of New Jersey 1993 — 1996
Bachelor of Arts; BA, Sociology
Rutgers, The State University of New Jersey-Newark 1993 — 1996
Bachrlor of Arts; BA, Criminal Justice
Irene Fattorusso West's Neuberger Berman Experience 1992 - 1996
Job Banking Professional
Industry Banking
Experience
JP Morgan Chase June 2008 - January 2010
Franklin Credit Management 2010 - 2010
Bear Stearns June 2003 - May 2008
Superior Bank, FSB April 1997 - June 2003
Neuberger & Berman Management March 1993 - March 1997
Neuberger Berman 1992 - 1996
City Center of Music and Drama September 1991 - February 1993
Skills
Finance, Loan Servicing, Accounting, MBS, Credit, Fixed Income, CDO, Portfolio Management, Capital Markets, Loans, Structured Finance, Credit Analysis
Education
Queens College 1985 — 1991
Bachelor of Arts, Accounting, Economics
JP Morgan Chase June 2008 - January 2010
Franklin Credit Management 2010 - 2010
Bear Stearns June 2003 - May 2008
Superior Bank, FSB April 1997 - June 2003
Neuberger & Berman Management March 1993 - March 1997
Neuberger Berman 1992 - 1996
City Center of Music and Drama September 1991 - February 1993
Skills
Finance, Loan Servicing, Accounting, MBS, Credit, Fixed Income, CDO, Portfolio Management, Capital Markets, Loans, Structured Finance, Credit Analysis
Education
Queens College 1985 — 1991
Bachelor of Arts, Accounting, Economics
William Eastwood, CFA's Neuberger Berman Experience March 2008 - June 2011
Job Fixed Income Trader
Industry Financial Services
Experience
Newfleet Investment Advisors July 2011 - Present
Neuberger Berman March 2008 - June 2011
PPM America July 2002 - March 2008
Phoenix Investment Partners June 1995 - July 2002
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Portfolio Management, Asset Management, Bloomberg, Investments, Alternative Investments, Bonds, Trading, Capital Markets, Series 7
Education
University of Hartford 1996 — 2001
MBA
Post University 1992 — 1995
B.S., Finance
Newfleet Investment Advisors July 2011 - Present
Neuberger Berman March 2008 - June 2011
PPM America July 2002 - March 2008
Phoenix Investment Partners June 1995 - July 2002
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Portfolio Management, Asset Management, Bloomberg, Investments, Alternative Investments, Bonds, Trading, Capital Markets, Series 7
Education
University of Hartford 1996 — 2001
MBA
Post University 1992 — 1995
B.S., Finance
Patricia Forbes's Neuberger Berman Experience September 1992 - June 1994
Job Chief Compliance Officer at Raymond C. Forbes & Co., Inc.
Industry
Experience
Raymond C. Forbes & Co., Inc. June 2006 - Present
E.H. Smith Jacobs & Co., Inc. July 1994 - Present
Neuberger Berman September 1992 - June 1994
Skills
Series 4, Series 7, Series 14, Series 24, Series 55, Series 63, Series 99
Education
Saint Michael's College 1986 — 1990
BA, Economics
Raymond C. Forbes & Co., Inc. June 2006 - Present
E.H. Smith Jacobs & Co., Inc. July 1994 - Present
Neuberger Berman September 1992 - June 1994
Skills
Series 4, Series 7, Series 14, Series 24, Series 55, Series 63, Series 99
Education
Saint Michael's College 1986 — 1990
BA, Economics
Chris Garvin's Neuberger Berman Experience October 2010 - Present
Job Senior Regional Sales Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2010 - Present
Vanguard May 2010 - September 2010
The Vanguard Group May 2007 - May 2010
Skills
Series 7, Series 65, Series 6, Series 63, Wealth Management, Securities, Mutual Funds, Investments, 401k
Education
Purdue University - Krannert School of Management 2002 — 2006
BS, Economics
Conestoga High Scool 1998 — 2002
Neuberger Berman October 2010 - Present
Vanguard May 2010 - September 2010
The Vanguard Group May 2007 - May 2010
Skills
Series 7, Series 65, Series 6, Series 63, Wealth Management, Securities, Mutual Funds, Investments, 401k
Education
Purdue University - Krannert School of Management 2002 — 2006
BS, Economics
Conestoga High Scool 1998 — 2002
Mary Whitney Primiano's Neuberger Berman Experience Financial AnalystLehman BrothersDecember 2003 - September 2008
Job Financial Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman Financial AnalystLehman BrothersDecember 2003 - September 2008
Education
Rutgers University-New Brunswick
Neuberger Berman Financial AnalystLehman BrothersDecember 2003 - September 2008
Education
Rutgers University-New Brunswick
Adam Bethon's Neuberger Berman Experience May 2013 - February 2015
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
Neuberger Berman May 2013 - February 2015
Principal Entertainment July 2011 - May 2013
Untitled Entertainment January 2011 - July 2011
APA Talent and Literary Agency August 2010 - December 2010
LCG Productions April 2010 - August 2010
Comical Radio January 2010 - May 2010
Nassau County Film Commission June 2009 - December 2009
Dairy Barn Stores Inc. June 2008 - September 2009
Skills
PowerPoint, Entertainment, Film, Broadcast, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Script Coverage, Travel Arrangements, Multi Tasking, Organization &...
Education
City University of New York-Queens College 2008 — 2011
B.S., Media Studies Major, Film Studies Major, BALA - Business & Liberal Arts Honors (Minor), 3.5
The Film Academy at Magic Hour 2010 — 2010
Media Studies, Film, N/A
Paul D. Schreiber High School 2004 — 2008
JPMorgan Chase & Co. February 2015 - Present
Neuberger Berman May 2013 - February 2015
Principal Entertainment July 2011 - May 2013
Untitled Entertainment January 2011 - July 2011
APA Talent and Literary Agency August 2010 - December 2010
LCG Productions April 2010 - August 2010
Comical Radio January 2010 - May 2010
Nassau County Film Commission June 2009 - December 2009
Dairy Barn Stores Inc. June 2008 - September 2009
Skills
PowerPoint, Entertainment, Film, Broadcast, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Script Coverage, Travel Arrangements, Multi Tasking, Organization &...
Education
City University of New York-Queens College 2008 — 2011
B.S., Media Studies Major, Film Studies Major, BALA - Business & Liberal Arts Honors (Minor), 3.5
The Film Academy at Magic Hour 2010 — 2010
Media Studies, Film, N/A
Paul D. Schreiber High School 2004 — 2008
Dr. Harold Ehrlich, CFA's Neuberger Berman Experience 1960 - 1962
Job Chairman at Ehrlich Associates, LLC
Industry Financial Services
Experience
Ehrlich Associates, LLC March 1990 - Present
Primerica Corporation 1986 - 1990
Bernstein-Macaulay October 1972 - December 1986
Shearson American Express 1970 - 1986
Carl M. Loeb Rhoades & Co. 1962 - 1968
Neuberger Berman 1960 - 1962
Barnard Baruch School of Business--City University 1958 - 1962
McDonnell & Company 1958 - 1960
Rutgers University January 1955 - December 1957
Skills
Research, Strategic Planning, Public Speaking, Microsoft Office, Windows, Teaching, Investment Management, Apple Computer, Management, Financial Analysis, Business Strategy, Hedge Funds, Investments, Private Equity, Equities, Asset Management
Education
Rutgers University 1946 — 1956
BA, MS, Ph.D, Economics
London School of Economics and Political Science 1952 — 1954
Graduate studies toward Ph.D, Economics
Ehrlich Associates, LLC March 1990 - Present
Primerica Corporation 1986 - 1990
Bernstein-Macaulay October 1972 - December 1986
Shearson American Express 1970 - 1986
Carl M. Loeb Rhoades & Co. 1962 - 1968
Neuberger Berman 1960 - 1962
Barnard Baruch School of Business--City University 1958 - 1962
McDonnell & Company 1958 - 1960
Rutgers University January 1955 - December 1957
Skills
Research, Strategic Planning, Public Speaking, Microsoft Office, Windows, Teaching, Investment Management, Apple Computer, Management, Financial Analysis, Business Strategy, Hedge Funds, Investments, Private Equity, Equities, Asset Management
Education
Rutgers University 1946 — 1956
BA, MS, Ph.D, Economics
London School of Economics and Political Science 1952 — 1954
Graduate studies toward Ph.D, Economics
Telmo R. Martins's Neuberger Berman Experience May 2005 - May 2007
Job Vice President / Mutual Fund Compliance at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein May 2007 - Present
Neuberger Berman May 2005 - May 2007
BNY Mellon March 2004 - May 2005
Skills
Hedge Funds, Securities, Mutual Funds, Alternative Investments, Equities, Fixed Income, Asset Management, Investment Management, Securities Regulation, Financial Services, Investments
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2003
Bachelor of Science (B.S.), Finance
AllianceBernstein May 2007 - Present
Neuberger Berman May 2005 - May 2007
BNY Mellon March 2004 - May 2005
Skills
Hedge Funds, Securities, Mutual Funds, Alternative Investments, Equities, Fixed Income, Asset Management, Investment Management, Securities Regulation, Financial Services, Investments
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2003
Bachelor of Science (B.S.), Finance
Rey Tous's Neuberger Berman Experience January 2011 - March 2011
Job Technical Support Specialist at NBCUniversal, Inc.
Industry Information Technology and Services
Experience
NBCUniversal, Inc. October 2011 - Present
Neuberger Berman January 2011 - March 2011
Skills
Windows 7
Education
Per Scholas Institute for Technology 2010 — 2010
A+ Certification, Information Technology
Queens College 1999 — 2006
Bachelor's degree, Digital Communication and Media/Multimedia
NBCUniversal, Inc. October 2011 - Present
Neuberger Berman January 2011 - March 2011
Skills
Windows 7
Education
Per Scholas Institute for Technology 2010 — 2010
A+ Certification, Information Technology
Queens College 1999 — 2006
Bachelor's degree, Digital Communication and Media/Multimedia
Kerry Scharschmidt's Neuberger Berman Experience 2003 - 2005
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock 2006 - Present
Merrill Lynch 2005 - 2006
Neuberger Berman 2003 - 2005
Verizon Wireless 2002 - 2003
Skills
Series 7, Portfolio Management, Asset Managment, Series 63, Investments, Mutual Funds, Fixed Income, Equities, Asset Allocation, Investment Strategies, Bloomberg, Hedge Funds, Capital Markets, Financial Modeling, Securities, Separately Managed..., Alternative Investments, Investment Management, Wealth Management, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's, Political Science and Economics
BlackRock 2006 - Present
Merrill Lynch 2005 - 2006
Neuberger Berman 2003 - 2005
Verizon Wireless 2002 - 2003
Skills
Series 7, Portfolio Management, Asset Managment, Series 63, Investments, Mutual Funds, Fixed Income, Equities, Asset Allocation, Investment Strategies, Bloomberg, Hedge Funds, Capital Markets, Financial Modeling, Securities, Separately Managed..., Alternative Investments, Investment Management, Wealth Management, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's, Political Science and Economics
Deepa Ramasamy's Neuberger Berman Experience April 2011 - November 2011
Job SQA Engineer , Walmart Labs
Industry Computer Software
Experience
Walmart - Sam's Club 2013 - Present
Tomax Corporation July 2012 - January 2013
Zions Bancorporation December 2011 - June 2012
Neuberger Berman April 2011 - November 2011
Oracle India Pvt Ltd February 2007 - December 2008
Vyom Labs - SQTL November 2005 - January 2007
Education
Bharathidasan University- Indira Gandhi College 1999 — 2002
Master of Computer Applications (MCA)
PSG College of Technology 1996 — 1999
Bachelor pf Applied Science and Computer Technology
Walmart - Sam's Club 2013 - Present
Tomax Corporation July 2012 - January 2013
Zions Bancorporation December 2011 - June 2012
Neuberger Berman April 2011 - November 2011
Oracle India Pvt Ltd February 2007 - December 2008
Vyom Labs - SQTL November 2005 - January 2007
Education
Bharathidasan University- Indira Gandhi College 1999 — 2002
Master of Computer Applications (MCA)
PSG College of Technology 1996 — 1999
Bachelor pf Applied Science and Computer Technology
Charlotte Yiben Jin's Neuberger Berman Experience April 2013 - February 2015
Job CLO Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2013 - February 2015
US Bank September 2011 - April 2013
Briefing.com June 2011 - August 2011
Buckingham Asset Management May 2010 - December 2010
Skills
VBA, Bloomberg, Matlab, SQL, R, SAS, Access, Visual Studio, Factset, Java, Financial Modeling, Fixed Income, Bloomberg Terminal, Analysis, Derivatives, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science, Finance
University of Pennsylvania - The Wharton School 2009 — 2009
Visiting Student
Shanghai University of International Business and Economics 2005 — 2009
Bachelor, Economics
Neuberger Berman April 2013 - February 2015
US Bank September 2011 - April 2013
Briefing.com June 2011 - August 2011
Buckingham Asset Management May 2010 - December 2010
Skills
VBA, Bloomberg, Matlab, SQL, R, SAS, Access, Visual Studio, Factset, Java, Financial Modeling, Fixed Income, Bloomberg Terminal, Analysis, Derivatives, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science, Finance
University of Pennsylvania - The Wharton School 2009 — 2009
Visiting Student
Shanghai University of International Business and Economics 2005 — 2009
Bachelor, Economics
Yoshi Yagisawa's Neuberger Berman Experience August 2014 - Present
Job Vice President at Neuberger Berman Alternatives
Industry Financial Services
Experience
Neuberger Berman August 2014 - Present
Goldman Sachs May 2013 - March 2014
Neuberger Berman April 2009 - April 2013
Lehman Brothers March 2008 - September 2008
Education
Keio University 2005 — 2009
Law - Political Science
Keio Shiki High School 2001 — 2005
Punahou School 2003 — 2004
Neuberger Berman August 2014 - Present
Goldman Sachs May 2013 - March 2014
Neuberger Berman April 2009 - April 2013
Lehman Brothers March 2008 - September 2008
Education
Keio University 2005 — 2009
Law - Political Science
Keio Shiki High School 2001 — 2005
Punahou School 2003 — 2004
Robert Hinds's Neuberger Berman Experience September 2013 - May 2015
Job Front End Web Developer at Neuberger Berman
Industry Online Media
Experience
Neuberger Berman September 2013 - May 2015
Round Circle 2004 - 2013
Viacom 2006 - 2008
United Digital Artist 2001 - 2003
Skills
Final Cut Pro, Photoshop, After Effects, Art Direction, Video Production, HTML 5, CSS3, JavaScript, jQuery, CSS, User Experience, WordPress, Logo Design, Web Development, Front-end
Education
School of Visual Arts 2004 — 2006
Master of Fine Art Computer Art
Neuberger Berman September 2013 - May 2015
Round Circle 2004 - 2013
Viacom 2006 - 2008
United Digital Artist 2001 - 2003
Skills
Final Cut Pro, Photoshop, After Effects, Art Direction, Video Production, HTML 5, CSS3, JavaScript, jQuery, CSS, User Experience, WordPress, Logo Design, Web Development, Front-end
Education
School of Visual Arts 2004 — 2006
Master of Fine Art Computer Art
Randall Chiu's Neuberger Berman Experience February 2014 - Present
Job Sales Data Contract Analyst at Neuberger Berman
Industry
Experience
Neuberger Berman February 2014 - Present
Bloomberg LP February 2013 - September 2013
Ruckmakers Journal September 2012 - May 2013
Rutgers University Political Science Dept. January 2012 - May 2012
Law Office of Gary P. Sarlo January 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Editing, Creative Writing, Economic Forecasting, Java, GRETL, Economics, Bloomberg Terminal
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Arts (B.A.), Economics
Freehold Township High School 2004 — 2008
Ranney
Neuberger Berman February 2014 - Present
Bloomberg LP February 2013 - September 2013
Ruckmakers Journal September 2012 - May 2013
Rutgers University Political Science Dept. January 2012 - May 2012
Law Office of Gary P. Sarlo January 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Editing, Creative Writing, Economic Forecasting, Java, GRETL, Economics, Bloomberg Terminal
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Arts (B.A.), Economics
Freehold Township High School 2004 — 2008
Ranney
Craig Connors's Neuberger Berman Experience May 2000 - January 2001
Job Financial Operations and Compliance Principal
Industry Financial Services
Experience
Undisclosed June 2015 - Present
Charter Oak Partners January 2008 - May 2015
Straus Asset Management April 2004 - January 2008
ISF Management October 2002 - April 2004
Vector Capital Management January 2001 - October 2002
Neuberger Berman May 2000 - January 2001
Neuberger Berman February 1997 - May 2000
Fairport Asset Management Corp. October 1994 - February 1997
Skills
Accounting, Bloomberg, Financial Statements, Financial Reporting, Fund Administration, Operations, Hedge Funds, Investor Relations, Leadership, Legal Compliance, QuickBooks, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Performance Attribution, Prime Brokerage, Performance Measurement, PowerPoint, Research, Sales, Training, Photoshop, Trading, Commodity, Financial Audits, Customer Service, Securities, Investments, Finance, Equities, Private Equity, Banking, Marketing, Risk Management, Options, Asset Management
Education
Plymouth State University 1989 — 1993
Bachelor's Degree, Applied Economics and Business Management
Miller Place High School
Undisclosed June 2015 - Present
Charter Oak Partners January 2008 - May 2015
Straus Asset Management April 2004 - January 2008
ISF Management October 2002 - April 2004
Vector Capital Management January 2001 - October 2002
Neuberger Berman May 2000 - January 2001
Neuberger Berman February 1997 - May 2000
Fairport Asset Management Corp. October 1994 - February 1997
Skills
Accounting, Bloomberg, Financial Statements, Financial Reporting, Fund Administration, Operations, Hedge Funds, Investor Relations, Leadership, Legal Compliance, QuickBooks, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Performance Attribution, Prime Brokerage, Performance Measurement, PowerPoint, Research, Sales, Training, Photoshop, Trading, Commodity, Financial Audits, Customer Service, Securities, Investments, Finance, Equities, Private Equity, Banking, Marketing, Risk Management, Options, Asset Management
Education
Plymouth State University 1989 — 1993
Bachelor's Degree, Applied Economics and Business Management
Miller Place High School
Alexander Mak's Neuberger Berman Experience September 2010 - July 2013
Job Proprietary Trader at Mak Trading Group LLC
Industry Financial Services
Experience
Mak Trading Group LLC July 2013 - Present
Neuberger Berman September 2010 - July 2013
Neuberger Berman September 2008 - September 2010
Enigma LLC January 2007 - September 2008
BNY Mellon January 2007 - November 2007
Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Options Strategies, Options, Entrepreneurship, Investments, Private Equity, Asset Allocation, Financial Analysis, Investment Strategies, Financial Reporting, Analytics, Investment Advisory, Equity Trading, Business Modeling, Credit Derivatives, Real Estate Development, Business Strategy, Hedge Funds, Alternative Investments, Global Macro, Business Analysis, Real Estate, Equity Derivatives, Fixed Asset Management, Venture Capital, Proprietary Trading, Credit Risk, Real Estate Investor, Competitive Analysis, Soft Commodities, Model Portfolios, Strategic Financial..., Equity Research, Equity Valuation, International Business, Negotiation, Market Research, New Business Development
Education
San Diego State University-California State University 2002 — 2006
Business Administration, Finance
CFA Institute
first new york securities
Mak Trading Group LLC July 2013 - Present
Neuberger Berman September 2010 - July 2013
Neuberger Berman September 2008 - September 2010
Enigma LLC January 2007 - September 2008
BNY Mellon January 2007 - November 2007
Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Options Strategies, Options, Entrepreneurship, Investments, Private Equity, Asset Allocation, Financial Analysis, Investment Strategies, Financial Reporting, Analytics, Investment Advisory, Equity Trading, Business Modeling, Credit Derivatives, Real Estate Development, Business Strategy, Hedge Funds, Alternative Investments, Global Macro, Business Analysis, Real Estate, Equity Derivatives, Fixed Asset Management, Venture Capital, Proprietary Trading, Credit Risk, Real Estate Investor, Competitive Analysis, Soft Commodities, Model Portfolios, Strategic Financial..., Equity Research, Equity Valuation, International Business, Negotiation, Market Research, New Business Development
Education
San Diego State University-California State University 2002 — 2006
Business Administration, Finance
CFA Institute
first new york securities