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
David L Torres, MBA David L Torres, MBA's Neuberger Berman Experience November 2010 - Present
Job AVP Purchasing Supervisor
Industry Financial Services
Experience
Neuberger Berman November 2010 - Present
American Water March 2010 - August 2010
Lockheed Martin Corporation December 2007 - November 2009
Enterprise Rent-A-Car May 2006 - September 2006
Skills
Purchasing, Procurement, Contract Negotiations, Financial Reporting, Budget Development, Expense Management, Customer Service, Vendor Management, Global Sourcing, SAP, RFP, Database Administration, Leadership, Budgets, Sourcing, Cross-functional Team..., Forecasting
Education
Mercy College 2012 — 2015
Master of Business Administration (M.B.A.), International Business
Stockton University 2003 — 2007
B.S., Business Management
Neuberger Berman November 2010 - Present
American Water March 2010 - August 2010
Lockheed Martin Corporation December 2007 - November 2009
Enterprise Rent-A-Car May 2006 - September 2006
Skills
Purchasing, Procurement, Contract Negotiations, Financial Reporting, Budget Development, Expense Management, Customer Service, Vendor Management, Global Sourcing, SAP, RFP, Database Administration, Leadership, Budgets, Sourcing, Cross-functional Team..., Forecasting
Education
Mercy College 2012 — 2015
Master of Business Administration (M.B.A.), International Business
Stockton University 2003 — 2007
B.S., Business Management
John Viegas John Viegas's Neuberger Berman Experience August 1994 - March 1996
Job Director, Global Head Cross Product Entity Oversight & Control
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Credit Suisse May 2013 - January 2015
Credit Suisse March 2010 - May 2013
Credit Suisse August 2005 - March 2010
Credit Suisse January 1999 - August 2005
Credit Suisse June 1997 - December 1998
Credit Suisse March 1996 - June 1997
Neuberger Berman August 1994 - March 1996
Skills
Settlements, Settlement, Securities, Prime Brokerage, Securities Lending, Back Office, Corporate Actions, Fixed Income, Equities, Hedge Funds, Bonds, Financial Markets, Emerging Markets, Derivatives, Investment Banking, Financial Services, Swaps, Trading
Education
State University of New York at Stony Brook 1991 — 1994
B.A., Economics
Credit Suisse January 2015 - Present
Credit Suisse May 2013 - January 2015
Credit Suisse March 2010 - May 2013
Credit Suisse August 2005 - March 2010
Credit Suisse January 1999 - August 2005
Credit Suisse June 1997 - December 1998
Credit Suisse March 1996 - June 1997
Neuberger Berman August 1994 - March 1996
Skills
Settlements, Settlement, Securities, Prime Brokerage, Securities Lending, Back Office, Corporate Actions, Fixed Income, Equities, Hedge Funds, Bonds, Financial Markets, Emerging Markets, Derivatives, Investment Banking, Financial Services, Swaps, Trading
Education
State University of New York at Stony Brook 1991 — 1994
B.A., Economics
Garima Kulshrestha Garima Kulshrestha's Neuberger Berman Experience July 2006 - October 2008
Job Engineer/Programmer/Analyst
Industry Hospitality
Experience
Apple Core Hotels Inc., May 2010 - December 2014
Barclays Investment Bank September 2008 - March 2009
Neuberger Berman July 2006 - October 2008
Lehman Brothers January 2004 - September 2008
Stevens Institute of Technology September 2003 - December 2003
Apple Core Hotels Inc., June 2000 - September 2003
Apple Core Hotels Inc., June 1999 - June 2000
Skills
Disaster Recovery, Firewalls, VPN, Cisco Technologies, Active Directory, Routing, Switching,..., CCNA, Network Administration, Data Center, Routers, Capacity Planning
Education
Stevens Institute of Technology 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 3.00
Stevens Institute of Technology 2003 — 2006
Bachelor of Engineering (BE), System, Networking, and LAN/WAN Management/Manager, 3.69, High Honors, Dean’s List.
SDC 1985 — 1999
High School/Intermediate, Mathematics and Computer Science, 85%
Apple Core Hotels Inc., May 2010 - December 2014
Barclays Investment Bank September 2008 - March 2009
Neuberger Berman July 2006 - October 2008
Lehman Brothers January 2004 - September 2008
Stevens Institute of Technology September 2003 - December 2003
Apple Core Hotels Inc., June 2000 - September 2003
Apple Core Hotels Inc., June 1999 - June 2000
Skills
Disaster Recovery, Firewalls, VPN, Cisco Technologies, Active Directory, Routing, Switching,..., CCNA, Network Administration, Data Center, Routers, Capacity Planning
Education
Stevens Institute of Technology 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 3.00
Stevens Institute of Technology 2003 — 2006
Bachelor of Engineering (BE), System, Networking, and LAN/WAN Management/Manager, 3.69, High Honors, Dean’s List.
SDC 1985 — 1999
High School/Intermediate, Mathematics and Computer Science, 85%
James P. Henry James P. Henry's Neuberger Berman Experience April 2005 - February 2011
Job Sloan Investment Management
Industry Financial Services
Experience
Sloan Investment Management February 2011 - Present
Neuberger Berman April 2005 - February 2011
Hodges Capital August 2001 - September 2002
Education
Southern Methodist University - Cox School of Business 2008 — 2009
MBA, Finance, Investments
University of Pennsylvania - The Wharton School 2012 — 2014
SII Program
University of Colorado Boulder - Leeds School of Business 2000 — 2004
B.S., Finance
Jesuit College Preparatory School of Dallas 1996 — 2000
Sloan Investment Management February 2011 - Present
Neuberger Berman April 2005 - February 2011
Hodges Capital August 2001 - September 2002
Education
Southern Methodist University - Cox School of Business 2008 — 2009
MBA, Finance, Investments
University of Pennsylvania - The Wharton School 2012 — 2014
SII Program
University of Colorado Boulder - Leeds School of Business 2000 — 2004
B.S., Finance
Jesuit College Preparatory School of Dallas 1996 — 2000
Will Maze Will Maze's Neuberger Berman Experience 2003 - 2005
Job Portfolio Manager and Strategist at ELCO Management
Industry Financial Services
Experience
ELCO Management September 2011 - Present
Ecofin June 2005 - July 2011
Neuberger Berman 2003 - 2005
Banc of America Securities 1998 - 2003
Salomon Smith Barney 1994 - 1998
Skills
IPPs, Investments, Mutual Funds, Energy, Asset, Natural Gas, Asset Managment, Equities, Equity Research, Private Equity, Portfolio Management, Trading, Hedge Funds, Financial Modeling, Alternative Investments, Valuation, Capital Markets, Corporate Finance, Due Diligence, Bloomberg, MLP, Hedging, Investment Strategies, Options, Asset Allocation, Financial Analysis, Institutional..., ETFs, Stock Picking, Wealth Management, Bloomberg Terminal, Buy-side, Commodity Markets, DCF, Economics, Value Investing, IPO, Equity Valuation, Investment Management, Fixed Income, Financial Markets, Fund Of Funds, Asset Management
Education
University of Notre Dame 1993 — 1995
Master of Business Administration (MBA)
Southern Connecticut State University
Bachelor of Science (BSc)
University of Notre Dame
Master of Business Administration (M.B.A.)
ELCO Management September 2011 - Present
Ecofin June 2005 - July 2011
Neuberger Berman 2003 - 2005
Banc of America Securities 1998 - 2003
Salomon Smith Barney 1994 - 1998
Skills
IPPs, Investments, Mutual Funds, Energy, Asset, Natural Gas, Asset Managment, Equities, Equity Research, Private Equity, Portfolio Management, Trading, Hedge Funds, Financial Modeling, Alternative Investments, Valuation, Capital Markets, Corporate Finance, Due Diligence, Bloomberg, MLP, Hedging, Investment Strategies, Options, Asset Allocation, Financial Analysis, Institutional..., ETFs, Stock Picking, Wealth Management, Bloomberg Terminal, Buy-side, Commodity Markets, DCF, Economics, Value Investing, IPO, Equity Valuation, Investment Management, Fixed Income, Financial Markets, Fund Of Funds, Asset Management
Education
University of Notre Dame 1993 — 1995
Master of Business Administration (MBA)
Southern Connecticut State University
Bachelor of Science (BSc)
University of Notre Dame
Master of Business Administration (M.B.A.)
Haibin Zheng Haibin Zheng's Neuberger Berman Experience July 2015 - Present
Job Pricing and Valuation Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2015 - Present
SAGE Private Wealth Group June 2014 - March 2015
Delphi Corporation May 2013 - August 2013
ChinotForget IU Technology Innovation Company January 2012 - May 2013
China Everbright Bank May 2012 - July 2012
Skills
Financial Modeling, Microsoft Excel, Leadership, Financial Analysis, Corporate Finance, Access, PowerPoint, Microsoft Word, Management, Data Analysis, Project Management, Team Building, Stock Trading, Project Planning, Technological Innovation, Basketball, Comparable Analysis, DCF Valuation, Automotive Aftermarket, Non-profit Program..., Piano Performance, German, Military
Education
Indiana University Bloomington - Kelley School of Business 2011 — 2014
Bachelor of Science, Finance; Entrepreneurship and Corporation Innovation; Music, 3.40
Bank of America Merrill Lynch Investment Banking Program 2013 — 2013
Investment Banking
Syracuse University 2010 — 2011
Finance; Music
Howe Military School 2007 — 2010
High School, Army JROTC/ROTC, 3.96
Neuberger Berman July 2015 - Present
SAGE Private Wealth Group June 2014 - March 2015
Delphi Corporation May 2013 - August 2013
ChinotForget IU Technology Innovation Company January 2012 - May 2013
China Everbright Bank May 2012 - July 2012
Skills
Financial Modeling, Microsoft Excel, Leadership, Financial Analysis, Corporate Finance, Access, PowerPoint, Microsoft Word, Management, Data Analysis, Project Management, Team Building, Stock Trading, Project Planning, Technological Innovation, Basketball, Comparable Analysis, DCF Valuation, Automotive Aftermarket, Non-profit Program..., Piano Performance, German, Military
Education
Indiana University Bloomington - Kelley School of Business 2011 — 2014
Bachelor of Science, Finance; Entrepreneurship and Corporation Innovation; Music, 3.40
Bank of America Merrill Lynch Investment Banking Program 2013 — 2013
Investment Banking
Syracuse University 2010 — 2011
Finance; Music
Howe Military School 2007 — 2010
High School, Army JROTC/ROTC, 3.96
Arup Sarkar Arup Sarkar's Neuberger Berman Experience October 2006 - November 2014
Job Principal Product Engineer at roundCorner
Industry Financial Services
Experience
roundCorner December 2014 - Present
Neuberger Berman October 2006 - November 2014
Oracle 2001 - 2006
Skills
Salesforce.com..., Data Structures, Algorithms
Education
Stevens Institute of Technology 2008 — 2010
Master's of Science, Financial Engineering, 3.606
University of Calcutta 1993 — 1996
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering, 3.72
roundCorner December 2014 - Present
Neuberger Berman October 2006 - November 2014
Oracle 2001 - 2006
Skills
Salesforce.com..., Data Structures, Algorithms
Education
Stevens Institute of Technology 2008 — 2010
Master's of Science, Financial Engineering, 3.606
University of Calcutta 1993 — 1996
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering, 3.72
Chris Viviano Chris Viviano's Neuberger Berman Experience 2011 - 2012
Job Regional Marketing Manager at Fred Alger Management, Inc.
Industry Financial Services
Experience
Fred Alger Management, Inc. April 2014 - Present
Fred Alger Management August 2012 - April 2014
Neuberger Berman 2011 - 2012
JPMorgan Chase 2009 - 2011
Skills
Series 7, Series 63, Corporate Finance, Banking, Due Diligence, Private Equity, Management, Alternative Investments
Education
Siena College 2005 — 2009
Bachelor of Science, Finance
Chaminade High School 2001 — 2005
Fred Alger Management, Inc. April 2014 - Present
Fred Alger Management August 2012 - April 2014
Neuberger Berman 2011 - 2012
JPMorgan Chase 2009 - 2011
Skills
Series 7, Series 63, Corporate Finance, Banking, Due Diligence, Private Equity, Management, Alternative Investments
Education
Siena College 2005 — 2009
Bachelor of Science, Finance
Chaminade High School 2001 — 2005
Paolo Caruso Paolo Caruso's Neuberger Berman Experience November 2003 - August 2008
Job Supervisor Citco Fund Services
Industry Accounting
Experience
Citco Fund Services August 2008 - Present
Neuberger Berman November 2003 - August 2008
Julius Baer November 1999 - November 2003
Skills
Hedge Funds, Accoun, Mutual Funds, International..., Fund Accounting, Fund Administration, Fund Of Funds, Bloomberg, Securities, Equities, Fixed Income, Financial Reporting, Alternative Investments, Corporate Actions, Accounting, Cash Management, Financial Analysis, Account Reconciliation, FX Options, Options, Derivatives, Financial Modeling, Asset Management, Financial Markets, Valuation, Financial Services, Settlement, Auditing, Back Office
Education
St. Francis College 1996 — 2000
Bachelor of Science (BS), Accounting and Business/Management
Citco Fund Services August 2008 - Present
Neuberger Berman November 2003 - August 2008
Julius Baer November 1999 - November 2003
Skills
Hedge Funds, Accoun, Mutual Funds, International..., Fund Accounting, Fund Administration, Fund Of Funds, Bloomberg, Securities, Equities, Fixed Income, Financial Reporting, Alternative Investments, Corporate Actions, Accounting, Cash Management, Financial Analysis, Account Reconciliation, FX Options, Options, Derivatives, Financial Modeling, Asset Management, Financial Markets, Valuation, Financial Services, Settlement, Auditing, Back Office
Education
St. Francis College 1996 — 2000
Bachelor of Science (BS), Accounting and Business/Management
Peter Sundman Peter Sundman's Neuberger Berman Experience 1988 - 2008
Job Chief Executive Officer at ClearBridge Advisors
Industry Investment Management
Experience
ClearBridge Advisors 2009 - Present
Neuberger Berman 1988 - 2008
Travelers 1982 - 1988
Skills
Series 63, Series 7
Education
The College of Wooster
BA, History
ClearBridge Advisors 2009 - Present
Neuberger Berman 1988 - 2008
Travelers 1982 - 1988
Skills
Series 63, Series 7
Education
The College of Wooster
BA, History
Mariel Friedman Mariel Friedman's Neuberger Berman Experience February 2014 - Present
Job National Accounts at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2014 - Present
Neuberger Berman February 2012 - February 2014
Neuberger Berman August 2010 - February 2012
Neuberger Berman July 2009 - August 2010
Network of Executive Women January 2009 - June 2009
Stuart Weitzman Holdings, LLC June 2007 - December 2008
Skills
Spanish, Series 7, Series 65, Series 63, Series 6, Sales, Mutual Funds, Microsoft Excel, Marketing Strategy, Investments, Sales Operations, Financial Services, Asset Allocation
Education
Simmons College 2005 — 2009
BA, Management and Spanish
Neuberger Berman February 2014 - Present
Neuberger Berman February 2012 - February 2014
Neuberger Berman August 2010 - February 2012
Neuberger Berman July 2009 - August 2010
Network of Executive Women January 2009 - June 2009
Stuart Weitzman Holdings, LLC June 2007 - December 2008
Skills
Spanish, Series 7, Series 65, Series 63, Series 6, Sales, Mutual Funds, Microsoft Excel, Marketing Strategy, Investments, Sales Operations, Financial Services, Asset Allocation
Education
Simmons College 2005 — 2009
BA, Management and Spanish
Denise Coughlin Denise Coughlin's Neuberger Berman Experience December 2013 - Present
Job Portfolio Associate/Private Asset Management at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman December 2013 - Present
Neuberger Berman June 2012 - December 2013
Merrill Lynch January 2009 - March 2012
Skills
Financial Services, Wealth Management..., Mutual Funds, Portfolio Management, Series 7, Asset Management, Equities, Trading, Series 63, Investments, Securities, Client Services, Microsoft Office, Fixed Income
Education
Susquehanna University 2001 — 2005
Bachelor of Science, Business Administration
Neuberger Berman December 2013 - Present
Neuberger Berman June 2012 - December 2013
Merrill Lynch January 2009 - March 2012
Skills
Financial Services, Wealth Management..., Mutual Funds, Portfolio Management, Series 7, Asset Management, Equities, Trading, Series 63, Investments, Securities, Client Services, Microsoft Office, Fixed Income
Education
Susquehanna University 2001 — 2005
Bachelor of Science, Business Administration
Timothy Zemcik Timothy Zemcik's Neuberger Berman Experience February 2014 - Present
Job Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2014 - Present
Northrop Grumman June 2009 - February 2014
United Way of York County November 2007 - April 2009
Warner Music Group June 2008 - August 2008
Skills
Analysis, Financial Analysis, Data Analysis, Access, Microsoft Excel, Financial Reporting, Microsoft Office, Variance Analysis, PowerPoint, Financial Modeling, Microsoft Word, Pivot Tables, Finance, Forecasting
Education
York College of Pennsylvania 2006 — 2009
B.S., Finance, Accounting
State University of New York Maritime College 2005 — 2005
Neuberger Berman February 2014 - Present
Northrop Grumman June 2009 - February 2014
United Way of York County November 2007 - April 2009
Warner Music Group June 2008 - August 2008
Skills
Analysis, Financial Analysis, Data Analysis, Access, Microsoft Excel, Financial Reporting, Microsoft Office, Variance Analysis, PowerPoint, Financial Modeling, Microsoft Word, Pivot Tables, Finance, Forecasting
Education
York College of Pennsylvania 2006 — 2009
B.S., Finance, Accounting
State University of New York Maritime College 2005 — 2005
Bojan Krstic Bojan Krstic's Neuberger Berman Experience July 2009 - May 2011
Job Portfolio Solutions Marketing at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse January 2012 - July 2014
Neuberger Berman July 2009 - May 2011
Credit Suisse March 2008 - February 2009
Cohen & Steers September 2006 - March 2008
Capmark January 2005 - August 2006
Skills
Marketing, Product Marketing, Marketing Communications, Financial Services, Competitive Analysis, CRM, Alternative Investments, Investments, Fixed Income, Asset Management, Investment Strategies, Finance, Equities, Management, Hedge Funds, Product Management, Mutual Funds, Relationship Management, Portfolio Management, Asset Managment, New Business Development, Project Management, Capital Markets, Financial Analysis, Project Planning, Separately Managed..., Private Banking, Client Services
Education
Saint Thomas Aquinas College 2002 — 2004
Master of Business Administration (M.B.A.), Marketing
Credit Suisse July 2014 - Present
Credit Suisse January 2012 - July 2014
Neuberger Berman July 2009 - May 2011
Credit Suisse March 2008 - February 2009
Cohen & Steers September 2006 - March 2008
Capmark January 2005 - August 2006
Skills
Marketing, Product Marketing, Marketing Communications, Financial Services, Competitive Analysis, CRM, Alternative Investments, Investments, Fixed Income, Asset Management, Investment Strategies, Finance, Equities, Management, Hedge Funds, Product Management, Mutual Funds, Relationship Management, Portfolio Management, Asset Managment, New Business Development, Project Management, Capital Markets, Financial Analysis, Project Planning, Separately Managed..., Private Banking, Client Services
Education
Saint Thomas Aquinas College 2002 — 2004
Master of Business Administration (M.B.A.), Marketing
Jason Mingelgreen, CFA Jason Mingelgreen, CFA's Neuberger Berman Experience April 2007 - April 2012
Job Vice President Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays April 2012 - Present
Neuberger Berman April 2007 - April 2012
Morgan Stanley June 2004 - April 2007
Education
Syracuse University 2000 — 2004
B.S., Finance, Broadcast Journalism
Wealth and Investment Management at Barclays April 2012 - Present
Neuberger Berman April 2007 - April 2012
Morgan Stanley June 2004 - April 2007
Education
Syracuse University 2000 — 2004
B.S., Finance, Broadcast Journalism
Maggie Denny's Neuberger Berman Experience June 2014 - August 2014
Job Student at University of North Carolina at Chapel Hill
Industry Financial Services
Experience
Cantor Fitzgerald June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
Madewell January 2014 - June 2014
Signature Window Dressings August 2012 - August 2013
Skills
Microsoft Excel, Crystal Ball, Bloomberg Certified, Microsoft Office, Finance, PowerPoint, Microsoft Word, Customer Service, Teamwork, Event Planning, Sales, Retail, Time Management
Education
University of North Carolina- Kenan Flagler 2012 — 2016
Bachelor of Science Business Administration (BSBA), Business Administration
The London School of Economics and Political Science (LSE) 2013 — 2013
Macroeconomics
Università Commerciale 'Luigi Bocconi'
Business Administration and Management, General
Cantor Fitzgerald June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
Madewell January 2014 - June 2014
Signature Window Dressings August 2012 - August 2013
Skills
Microsoft Excel, Crystal Ball, Bloomberg Certified, Microsoft Office, Finance, PowerPoint, Microsoft Word, Customer Service, Teamwork, Event Planning, Sales, Retail, Time Management
Education
University of North Carolina- Kenan Flagler 2012 — 2016
Bachelor of Science Business Administration (BSBA), Business Administration
The London School of Economics and Political Science (LSE) 2013 — 2013
Macroeconomics
Università Commerciale 'Luigi Bocconi'
Business Administration and Management, General
Sarsha Ohene-Asa Sarsha Ohene-Asa's Neuberger Berman Experience May 2014 - Present
Job Coordinator at Nueberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2014 - Present
Education
The College of New Rochelle 2011 — 2014
Bachelor of Arts in Science (B.A), Communications
Neuberger Berman May 2014 - Present
Education
The College of New Rochelle 2011 — 2014
Bachelor of Arts in Science (B.A), Communications
Natalie Arrieta's Neuberger Berman Experience June 2014 - Present
Job Institutional Client Group at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman June 2014 - Present
Ernst & Young October 2012 - June 2014
Ernst & Young May 2011 - August 2011
Education
The College of William and Mary - The Mason School of Business 2011 — 2012
Master of Accounting, Accounting, Emphasis in Taxation
University of Florida 2007 — 2011
Bachelor of Science, Accounting
Neuberger Berman June 2014 - Present
Ernst & Young October 2012 - June 2014
Ernst & Young May 2011 - August 2011
Education
The College of William and Mary - The Mason School of Business 2011 — 2012
Master of Accounting, Accounting, Emphasis in Taxation
University of Florida 2007 — 2011
Bachelor of Science, Accounting
Alyssa Benson Alyssa Benson's Neuberger Berman Experience May 2014 - Present
Job Compliance Analyst at Neuberger Berman
Industry Law Practice
Experience
Neuberger Berman May 2014 - Present
JPMorgan Chase December 2013 - May 2014
Tagliaferro & LoPresti, LLP June 2012 - November 2013
Touro Law Center August 2010 - May 2013
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP September 2012 - December 2012
Nassau County Legal Aid September 2011 - November 2011
Law Offices of Mahir S. Nisar June 2011 - August 2011
Mallilo and Grossman June 2010 - August 2010
Dany Holdstein Dance Company December 2006 - December 2007
Skills
Microsoft Office, Legal Research, Legal Writing, Securities, Legal Issues, Legal Assistance, Due Diligence, Westlaw, Corporate Law, Courts, Criminal Law, Arbitration, Commercial Litigation, Litigation, Microsoft Excel
Education
Touro College Jacob D. Fuchsberg Law Center 2010 — 2013
J.D, Banking, Corporate, Finance, and Securities Law
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Business Administration, Marketing; Business
Neuberger Berman May 2014 - Present
JPMorgan Chase December 2013 - May 2014
Tagliaferro & LoPresti, LLP June 2012 - November 2013
Touro Law Center August 2010 - May 2013
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP September 2012 - December 2012
Nassau County Legal Aid September 2011 - November 2011
Law Offices of Mahir S. Nisar June 2011 - August 2011
Mallilo and Grossman June 2010 - August 2010
Dany Holdstein Dance Company December 2006 - December 2007
Skills
Microsoft Office, Legal Research, Legal Writing, Securities, Legal Issues, Legal Assistance, Due Diligence, Westlaw, Corporate Law, Courts, Criminal Law, Arbitration, Commercial Litigation, Litigation, Microsoft Excel
Education
Touro College Jacob D. Fuchsberg Law Center 2010 — 2013
J.D, Banking, Corporate, Finance, and Securities Law
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Business Administration, Marketing; Business
Michael Danoff Michael Danoff's Neuberger Berman Experience May 1998 - June 2011
Job Lecturer and art advisor
Industry Arts and Crafts
Experience
New York University August 2011 - Present
92nd Street Y January 2011 - January 2012
Sotheby's Institute of Art January 2010 - January 2012
Christie's Education October 2010 - 2012
Neuberger Berman May 1998 - June 2011
The Museum of Modern Art February 2011 - March 2011
Art Dubai March 2010 - March 2011
Art Chicago May 2009 - June 2009
Art Basel Miami May 2009 - June 2009
Vera List Center for Art and Politics January 1999 - January 2009
Skills
Art, Teaching, Art History, Lecturing, Contemporary Art, Museums, Visual Arts, Arts Administration, Curating, Fine Art, Museum Collections, History
Education
Syracuse University 1967 — 1970
Ph.D., Humanities
University of North Carolina at Chapel Hill 1962 — 1964
M.A., English Literature
University of Michigan 1958 — 1962
English Literature
New York University August 2011 - Present
92nd Street Y January 2011 - January 2012
Sotheby's Institute of Art January 2010 - January 2012
Christie's Education October 2010 - 2012
Neuberger Berman May 1998 - June 2011
The Museum of Modern Art February 2011 - March 2011
Art Dubai March 2010 - March 2011
Art Chicago May 2009 - June 2009
Art Basel Miami May 2009 - June 2009
Vera List Center for Art and Politics January 1999 - January 2009
Skills
Art, Teaching, Art History, Lecturing, Contemporary Art, Museums, Visual Arts, Arts Administration, Curating, Fine Art, Museum Collections, History
Education
Syracuse University 1967 — 1970
Ph.D., Humanities
University of North Carolina at Chapel Hill 1962 — 1964
M.A., English Literature
University of Michigan 1958 — 1962
English Literature
Jonathan Carkeek Jonathan Carkeek's Neuberger Berman Experience July 2015 - August 2015
Job StudentAthlete at Hamilton College
Industry Financial Services
Experience
Hamilton College October 2013 - Present
Neuberger Berman July 2015 - August 2015
Hamilton College August 2014 - May 2015
Skills
Leadership, Time Management, Management, Public Speaking, Problem Solving, Fashion Photography, Community Outreach, Customer Service, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Hamilton College 2013 — 2017
Economics, Mathematics, Junior
The London School of Economics and Political Science (LSE) 2014 — 2014
NA, Banking, Corporate, Finance, and Securities Law
Brophy College Prep 2008 — 2012
Hamilton College October 2013 - Present
Neuberger Berman July 2015 - August 2015
Hamilton College August 2014 - May 2015
Skills
Leadership, Time Management, Management, Public Speaking, Problem Solving, Fashion Photography, Community Outreach, Customer Service, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Hamilton College 2013 — 2017
Economics, Mathematics, Junior
The London School of Economics and Political Science (LSE) 2014 — 2014
NA, Banking, Corporate, Finance, and Securities Law
Brophy College Prep 2008 — 2012
Michael Rippe Michael Rippe's Neuberger Berman Experience April 2011 - June 2012
Job Actor | Host
Industry Entertainment
Experience
AndroidTV May 2015 - Present
Productions Plus – The Talent Shop September 2014 - Present
SportsMoneyLife January 2014 - Present
CMT Agency January 2014 - Present
Attract Agency January 2014 - Present
Victory Models January 2014 - Present
Elevate Staffing Inc. 2014 - Present
Spearhead Marketing Group January 2015 - January 2015
Radar360 December 2014 - December 2014
Neuberger Berman April 2011 - June 2012
Education
Syracuse University 2002 — 2007
B.S.
Syracuse University - Martin J. Whitman School of Management 2002 — 2007
B.S.
AndroidTV May 2015 - Present
Productions Plus – The Talent Shop September 2014 - Present
SportsMoneyLife January 2014 - Present
CMT Agency January 2014 - Present
Attract Agency January 2014 - Present
Victory Models January 2014 - Present
Elevate Staffing Inc. 2014 - Present
Spearhead Marketing Group January 2015 - January 2015
Radar360 December 2014 - December 2014
Neuberger Berman April 2011 - June 2012
Education
Syracuse University 2002 — 2007
B.S.
Syracuse University - Martin J. Whitman School of Management 2002 — 2007
B.S.
Daniel Mauri's Neuberger Berman Experience June 2015 - Present
Job Summer Analyst at Neuberger Berman
Industry
Experience
Neuberger Berman June 2015 - Present
UBS Wealth Management June 2014 - August 2014
Merrill Lynch October 2013 - April 2014
Electronic Ink June 2013 - August 2013
Skills
Research, Financial Modeling, Valuation, FactSet, Microsoft Excel, Management, Sales, PowerPoint, English, Outlook, Microsoft Word, Leadership, Windows, Microsoft Office, Customer Service, Spanish, Photoshop, Team Building, Morningstar, Cold Calling, Teaching, Client Prospecting
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Dual Concentration Finance and International Business, Dean's Honor List
Friends Select School 2008 — 2012
Neuberger Berman June 2015 - Present
UBS Wealth Management June 2014 - August 2014
Merrill Lynch October 2013 - April 2014
Electronic Ink June 2013 - August 2013
Skills
Research, Financial Modeling, Valuation, FactSet, Microsoft Excel, Management, Sales, PowerPoint, English, Outlook, Microsoft Word, Leadership, Windows, Microsoft Office, Customer Service, Spanish, Photoshop, Team Building, Morningstar, Cold Calling, Teaching, Client Prospecting
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Dual Concentration Finance and International Business, Dean's Honor List
Friends Select School 2008 — 2012
David Ettenson's Neuberger Berman Experience June 2012 - August 2012
Job Client Service / Business Development Associate at Granite Investment Advisors
Industry Financial Services
Experience
Granite Investment Advisors July 2013 - Present
Vanderbilt University January 2013 - May 2013
Neuberger Berman June 2012 - August 2012
24HourAnswers.com May 2011 - September 2011
Prosper Advisors May 2010 - August 2010
Skills
Asset Management, PowerPoint, Statistics, Microsoft Excel, Facebook, Microsoft Word, Photoshop, Illustrator, Personal Finance, Wealth Management, Academic Tutoring, Social Media Marketing, Axys, Salesforce, Moxy, Outlook, DocStar, Adobe Acrobat, WordPress
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Corporate Strategy
London School of Economics and Political Science 2011 — 2011
Accelerated Intermediate Macroeconomics Course, Economics
Byram Hills High School 2005 — 2009
High School Diploma
Granite Investment Advisors July 2013 - Present
Vanderbilt University January 2013 - May 2013
Neuberger Berman June 2012 - August 2012
24HourAnswers.com May 2011 - September 2011
Prosper Advisors May 2010 - August 2010
Skills
Asset Management, PowerPoint, Statistics, Microsoft Excel, Facebook, Microsoft Word, Photoshop, Illustrator, Personal Finance, Wealth Management, Academic Tutoring, Social Media Marketing, Axys, Salesforce, Moxy, Outlook, DocStar, Adobe Acrobat, WordPress
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Corporate Strategy
London School of Economics and Political Science 2011 — 2011
Accelerated Intermediate Macroeconomics Course, Economics
Byram Hills High School 2005 — 2009
High School Diploma
Carlos Arias, CFA's Neuberger Berman Experience April 2012 - Present
Job VPMid/Large Cap Funds at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2012 - Present
Neuberger Berman June 2006 - December 2011
Skills
Series 7, Mutual Funds, Investments, Factset, Equity Trading, Value Investing, High Yield, Retirement
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1994
Bacelor of Science, Finance/Advertising
Neuberger Berman April 2012 - Present
Neuberger Berman June 2006 - December 2011
Skills
Series 7, Mutual Funds, Investments, Factset, Equity Trading, Value Investing, High Yield, Retirement
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1994
Bacelor of Science, Finance/Advertising
Christine Thoma Christine Thoma's Neuberger Berman Experience August 2010 - April 2011
Job Senior Manager, Bank Services
Industry Financial Services
Experience
Reich & Tang February 2015 - Present
Reich & Tang Funds April 2011 - February 2015
Neuberger Berman August 2010 - April 2011
Reich & Tang Asset Management, LLC April 2006 - November 2009
Reich & Tang Funds July 2004 - April 2006
Skills
Series 6, Bloomberg Software, Bloomberg, Back Office, Middle Office, Securities, DTC, Equities, Investments, Analysis, Portfolio Management, Asset Management, Mutual Funds, Account Reconciliation, Fixed Income, Trading Systems, Banking, Prime Brokerage, FINRA, Asset Allocation, Financial Services, Capital Markets, Equity Research, Financial Risk, Valuation, Options, Wealth Management, Fund Of Funds, Settlement, Investment Management, Emerging Markets, Insurance, Finance, Bloomberg Terminal, Investment Banking, Financial Reporting, Strategic Financial..., Fund Accounting, Electronic Trading, Derivatives, Fund Administration, Series 7, Microsoft Excel
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
BS, Management
Reich & Tang February 2015 - Present
Reich & Tang Funds April 2011 - February 2015
Neuberger Berman August 2010 - April 2011
Reich & Tang Asset Management, LLC April 2006 - November 2009
Reich & Tang Funds July 2004 - April 2006
Skills
Series 6, Bloomberg Software, Bloomberg, Back Office, Middle Office, Securities, DTC, Equities, Investments, Analysis, Portfolio Management, Asset Management, Mutual Funds, Account Reconciliation, Fixed Income, Trading Systems, Banking, Prime Brokerage, FINRA, Asset Allocation, Financial Services, Capital Markets, Equity Research, Financial Risk, Valuation, Options, Wealth Management, Fund Of Funds, Settlement, Investment Management, Emerging Markets, Insurance, Finance, Bloomberg Terminal, Investment Banking, Financial Reporting, Strategic Financial..., Fund Accounting, Electronic Trading, Derivatives, Fund Administration, Series 7, Microsoft Excel
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
BS, Management
Jennifer Silver Jennifer Silver's Neuberger Berman Experience 1997 - 2003
Job Founder and Managing Partner at Redwood Investments
Industry Investment Management
Experience
Redwood Investments, LLC 2004 - Present
Neuberger Berman 1997 - 2003
Putnam Investments 1981 - 1997
Skills
Equities, Portfolio Management, Mutual Funds, Private Equity, Alternative Investments, Growth Capital, Investment Management, Venture Capital, Investments, Hedge Funds
Education
Stanford University Graduate School of Business 1978 — 1981
MBA, Finance
Wellesley College 1975 — 1978
BA, Political Science
Redwood Investments, LLC 2004 - Present
Neuberger Berman 1997 - 2003
Putnam Investments 1981 - 1997
Skills
Equities, Portfolio Management, Mutual Funds, Private Equity, Alternative Investments, Growth Capital, Investment Management, Venture Capital, Investments, Hedge Funds
Education
Stanford University Graduate School of Business 1978 — 1981
MBA, Finance
Wellesley College 1975 — 1978
BA, Political Science
Brian Brett Brian Brett's Neuberger Berman Experience 1996 - 2004
Job Head of Distribution at American Beacon Advisors
Industry Financial Services
Experience
American Beacon Advisors November 2004 - Present
Lehman Brothers/ Neuberger Berman October 1996 - October 2004
Neuberger Berman 1996 - 2004
AMR Investments 1990 - 1996
Fidelity Investments 1986 - 1990
Coopers & Lybrand 1982 - 1984
Skills
Investments, Fixed Income, Mutual Funds, Alternative Investments, Management, Sales, Series 7, Asset Allocation, Asset Management, Hedge Funds, ETFs, Series 63, Training, Investment Strategies, Equities, Strategic Planning, Securities, Investment Management, Sales Management, Asset Managment, Wealth Management, Insurance, Marketing, Mergers & Acquisitions, Morningstar Direct, Series 3, Series 24, Certified Financial..., Texas Real Estate Broker
Education
Texas A&M University 1978 — 1982
BBA, Accounting
American Beacon Advisors November 2004 - Present
Lehman Brothers/ Neuberger Berman October 1996 - October 2004
Neuberger Berman 1996 - 2004
AMR Investments 1990 - 1996
Fidelity Investments 1986 - 1990
Coopers & Lybrand 1982 - 1984
Skills
Investments, Fixed Income, Mutual Funds, Alternative Investments, Management, Sales, Series 7, Asset Allocation, Asset Management, Hedge Funds, ETFs, Series 63, Training, Investment Strategies, Equities, Strategic Planning, Securities, Investment Management, Sales Management, Asset Managment, Wealth Management, Insurance, Marketing, Mergers & Acquisitions, Morningstar Direct, Series 3, Series 24, Certified Financial..., Texas Real Estate Broker
Education
Texas A&M University 1978 — 1982
BBA, Accounting
Benjamin S. Azizi Benjamin S. Azizi's Neuberger Berman Experience June 2012 - August 2012
Job
Industry Investment Banking
Experience
J.P. Morgan April 2013 - Present
Neuberger Berman June 2012 - August 2012
Global Athlete Management Enterprises, Inc. (GAME, Inc.) August 2011 - June 2012
UMJCA Community Center January 2010 - January 2012
Columbia University June 2011 - July 2011
Neuberger Berman January 2009 - June 2009
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA)
John L. Miller Great Neck North High School
High School Diploma with Honors
Tel Aviv University
Overseas Students Program
J.P. Morgan April 2013 - Present
Neuberger Berman June 2012 - August 2012
Global Athlete Management Enterprises, Inc. (GAME, Inc.) August 2011 - June 2012
UMJCA Community Center January 2010 - January 2012
Columbia University June 2011 - July 2011
Neuberger Berman January 2009 - June 2009
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA)
John L. Miller Great Neck North High School
High School Diploma with Honors
Tel Aviv University
Overseas Students Program
Alex Giaimo's Neuberger Berman Experience February 2012 - July 2014
Job Equity Research Summer Associate at Jefferies
Industry Financial Services
Experience
UNC Kenan-Flagler August 2014 - Present
Jefferies May 2015 - August 2015
Neuberger Berman February 2012 - July 2014
Neuberger Berman August 2010 - February 2012
Skills
Bloomberg, Securities, Equities, Mutual Funds, REIT, Series 7, Investment Management, Series 63, Asset Management, Equity Research, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Capital Markets & Investments
Skidmore College 2006 — 2010
Bachelor of Science, Business Management
UNC Kenan-Flagler August 2014 - Present
Jefferies May 2015 - August 2015
Neuberger Berman February 2012 - July 2014
Neuberger Berman August 2010 - February 2012
Skills
Bloomberg, Securities, Equities, Mutual Funds, REIT, Series 7, Investment Management, Series 63, Asset Management, Equity Research, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Capital Markets & Investments
Skidmore College 2006 — 2010
Bachelor of Science, Business Management
Nicholas Stevens Nicholas Stevens's Neuberger Berman Experience February 2004 - March 2006
Job Senior Client Financial Analyst
Industry Financial Services
Experience
Ogilvy & Mather October 2011 - Present
Credit Suisse April 2011 - September 2011
Coach September 2010 - March 2011
Macquarie Group December 2009 - August 2010
D.B. Zwirn & Co. February 2008 - June 2009
ColumbusNova 2007 - 2008
UBS Wealth Management March 2006 - April 2007
Neuberger Berman February 2004 - March 2006
Falconer Studio July 2002 - January 2004
NYPIRG 2001 - 2002
Skills
Microsoft Excel, Valuation, Portfolio Management, Accounting, Management, Investments, Bloomberg, Finance, Budgets, Strategy, Auditing, Analysis, Equities, Banking, Investment Banking
Education
SUNY New Paltz 2001 — 2003
Bachelor of Arts (B.A.), Sociology
Ogilvy & Mather October 2011 - Present
Credit Suisse April 2011 - September 2011
Coach September 2010 - March 2011
Macquarie Group December 2009 - August 2010
D.B. Zwirn & Co. February 2008 - June 2009
ColumbusNova 2007 - 2008
UBS Wealth Management March 2006 - April 2007
Neuberger Berman February 2004 - March 2006
Falconer Studio July 2002 - January 2004
NYPIRG 2001 - 2002
Skills
Microsoft Excel, Valuation, Portfolio Management, Accounting, Management, Investments, Bloomberg, Finance, Budgets, Strategy, Auditing, Analysis, Equities, Banking, Investment Banking
Education
SUNY New Paltz 2001 — 2003
Bachelor of Arts (B.A.), Sociology
Steven Newler Steven Newler's Neuberger Berman Experience July 2010 - Present
Job Senior Portfolio Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2010 - Present
Neuberger Berman September 2008 - July 2010
Lehman Brothers April 2008 - September 2008
Lehman Brothers July 2007 - March 2008
Ameriprise Financial September 2006 - December 2006
New York Board of Trade June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Education
CFA Institute
2016 CFA Level III Candidate.
Syracuse University 2003 — 2007
Bachelor of Arts, Economics
Neuberger Berman July 2010 - Present
Neuberger Berman September 2008 - July 2010
Lehman Brothers April 2008 - September 2008
Lehman Brothers July 2007 - March 2008
Ameriprise Financial September 2006 - December 2006
New York Board of Trade June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Education
CFA Institute
2016 CFA Level III Candidate.
Syracuse University 2003 — 2007
Bachelor of Arts, Economics
Navira Abbasi Navira Abbasi's Neuberger Berman Experience February 2006 - June 2012
Job Client Services, Blogger and Designer
Industry Leisure, Travel & Tourism
Experience
Humpty Dumpty Journey June 2012 - Present
Neuberger Berman February 2006 - June 2012
Quad/Graphics July 2004 - December 2005
Skills
Series 7, Client Relations Skills, Customer Experience, Travel Blogging, Travel Arrangements, Travel Writing, Client Liaison, Customer Retention, Superior Client Service
Education
Skidmore College 2000 — 2004
Bachelor of Science (BS), Business and Economics, 3.71
Columbus school for girls 1992 — 2000
High School Diploma
Humpty Dumpty Journey June 2012 - Present
Neuberger Berman February 2006 - June 2012
Quad/Graphics July 2004 - December 2005
Skills
Series 7, Client Relations Skills, Customer Experience, Travel Blogging, Travel Arrangements, Travel Writing, Client Liaison, Customer Retention, Superior Client Service
Education
Skidmore College 2000 — 2004
Bachelor of Science (BS), Business and Economics, 3.71
Columbus school for girls 1992 — 2000
High School Diploma
Samantha Snell Samantha Snell's Neuberger Berman Experience August 2013 - Present
Job Investor Relations at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman August 2013 - Present
Pritchard Associates, Inc. June 2013 - August 2013
The Wittliff Collections at Texas State University January 2011 - May 2013
Snell & Associates December 2009 - September 2011
The Wittliff Collections at Texas State University August 2010 - January 2011
Education
Texas State University-San Marcos 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Neuberger Berman August 2013 - Present
Pritchard Associates, Inc. June 2013 - August 2013
The Wittliff Collections at Texas State University January 2011 - May 2013
Snell & Associates December 2009 - September 2011
The Wittliff Collections at Texas State University August 2010 - January 2011
Education
Texas State University-San Marcos 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Caroline Hedges Caroline Hedges's Neuberger Berman Experience August 2005 - December 2006
Job Client Relationship Manager at Fairfield Financial Advisors
Industry Financial Services
Experience
Fairfield Financial Advisors September 2012 - Present
Mount Kellett Capital September 2011 - August 2012
RTW Investments, LLC April 2011 - September 2011
Los Angeles Capital Management February 2008 - July 2010
Lehman Brothers December 2006 - June 2007
Neuberger Berman August 2005 - December 2006
Skills
Mutual Funds, Investor Relations, Investments, Hedge Funds, Equities
Education
The Johns Hopkins University 2001 — 2005
Bachelor of Arts and Science, Political Science
Fairfield Financial Advisors September 2012 - Present
Mount Kellett Capital September 2011 - August 2012
RTW Investments, LLC April 2011 - September 2011
Los Angeles Capital Management February 2008 - July 2010
Lehman Brothers December 2006 - June 2007
Neuberger Berman August 2005 - December 2006
Skills
Mutual Funds, Investor Relations, Investments, Hedge Funds, Equities
Education
The Johns Hopkins University 2001 — 2005
Bachelor of Arts and Science, Political Science
Keith A. Rhodus Keith A. Rhodus's Neuberger Berman Experience 2010 - 2012
Job Founder at Clare Market Investments, LLC, Dallas, High Net Worth, Family Office, Independent Investment Advisor
Industry Financial Services
Experience
Clare Market Investments, LLC 2012 - Present
Neuberger Berman 2010 - 2012
Merrill Lynch 2006 - 2010
Smith Barney 2004 - 2006
Education
London School of Economics and Political Science
MSc
University of Southern California
MA
University of Southern California
BA
Clare Market Investments, LLC 2012 - Present
Neuberger Berman 2010 - 2012
Merrill Lynch 2006 - 2010
Smith Barney 2004 - 2006
Education
London School of Economics and Political Science
MSc
University of Southern California
MA
University of Southern California
BA
Robert Webber Robert Webber's Neuberger Berman Experience July 2010 - Present
Job Portfolio Assistant at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman July 2010 - Present
The Blackstone Group December 2006 - December 2008
The Blackstone Group December 2000 - December 2006
The Blackstone Group October 1998 - December 2000
Dallas BBQ May 1993 - August 1998
National Record Mart / The Wall May 1990 - April 1993
Skills
Hedge Funds, Microsoft Excel, Due Diligence, Financial Modeling, Investor Relations, Portfolio Management, Alternative Investments, Investments, Equities, Asset Management, Budgets, CRM, Business Analysis, Fixed Income, Management, Private Equity
Education
American Musical and Dramatic Academy 1993 — 1994
Certificate, Integrated Program
State University of New York College at Fredonia 1986 — 1990
Bachelor of Science, Communication / Media
Neuberger Berman July 2010 - Present
The Blackstone Group December 2006 - December 2008
The Blackstone Group December 2000 - December 2006
The Blackstone Group October 1998 - December 2000
Dallas BBQ May 1993 - August 1998
National Record Mart / The Wall May 1990 - April 1993
Skills
Hedge Funds, Microsoft Excel, Due Diligence, Financial Modeling, Investor Relations, Portfolio Management, Alternative Investments, Investments, Equities, Asset Management, Budgets, CRM, Business Analysis, Fixed Income, Management, Private Equity
Education
American Musical and Dramatic Academy 1993 — 1994
Certificate, Integrated Program
State University of New York College at Fredonia 1986 — 1990
Bachelor of Science, Communication / Media
Aaron Kilberg Aaron Kilberg's Neuberger Berman Experience 1991 - 2001
Job Director, Business Development at Standard Life Investments
Industry Investment Management
Experience
UBS Global Asset Management June 2011 - January 2015
Aviva Investors 2009 - 2011
Kern Capital Management LLC 2005 - 2008
Timessquare Capital Mgt Inc 2001 - 2005
Neuberger Berman 1991 - 2001
Bankers Trust 1988 - 1991
Buck Consultants 1986 - 1988
Segal Rogerscasey 1983 - 1986
Skills
Alternative Investments, Hedge Funds, Growth Equities, Equities, Investment Strategies, Fixed Income, Investments, Asset Allocation, Asset Management, Fund Of Funds, Wealth Management, Series 63, Emerging Markets, Institutional..., Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA
Stony Brook University 1979 — 1983
B.A.
UBS Global Asset Management June 2011 - January 2015
Aviva Investors 2009 - 2011
Kern Capital Management LLC 2005 - 2008
Timessquare Capital Mgt Inc 2001 - 2005
Neuberger Berman 1991 - 2001
Bankers Trust 1988 - 1991
Buck Consultants 1986 - 1988
Segal Rogerscasey 1983 - 1986
Skills
Alternative Investments, Hedge Funds, Growth Equities, Equities, Investment Strategies, Fixed Income, Investments, Asset Allocation, Asset Management, Fund Of Funds, Wealth Management, Series 63, Emerging Markets, Institutional..., Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA
Stony Brook University 1979 — 1983
B.A.
Mark J Beck Mark J Beck's Neuberger Berman Experience 1990 - 1992
Job Web Dev Partner to Creative Agencies Specializing in Front and Backend Development
Industry Internet
Experience
The Boulevard Group January 2000 - Present
MassMutual Financial Group 1992 - 2000
Neuberger Berman 1990 - 1992
The MONY Group 1985 - 1990
Austin Information Systems 1983 - 1985
Skills
Web Design, E-commerce, Web Marketing, Marketing, Small Business, Web Development, SEM, Start-ups, Online Marketing, SEO, Social Media Marketing, Management, Graphic Design, Marketing Strategy, Email Marketing, Lead Generation, Entrepreneurship, Website Development, New Business Development, Web Analytics, Digital Marketing, Google Analytics, Nonprofits, Non-profits, WordPress, User Experience
Education
Susquehanna University 1979 — 1983
BA, Computer Science
The Boulevard Group January 2000 - Present
MassMutual Financial Group 1992 - 2000
Neuberger Berman 1990 - 1992
The MONY Group 1985 - 1990
Austin Information Systems 1983 - 1985
Skills
Web Design, E-commerce, Web Marketing, Marketing, Small Business, Web Development, SEM, Start-ups, Online Marketing, SEO, Social Media Marketing, Management, Graphic Design, Marketing Strategy, Email Marketing, Lead Generation, Entrepreneurship, Website Development, New Business Development, Web Analytics, Digital Marketing, Google Analytics, Nonprofits, Non-profits, WordPress, User Experience
Education
Susquehanna University 1979 — 1983
BA, Computer Science
Wes Howeth's Neuberger Berman Experience January 2013 - January 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Neuberger Berman January 2013 - January 2014
Skills
Bloomberg Terminal, Financial Modeling, Microsoft Excel, Economics, Financial Research, Equity Research, Investments, Hedge Funds, Financial Analysis, Valuation, Private Equity, Data Analysis, Finance, Equities
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelors Business Administration, Finance, Economics, Energy
Merrill Lynch January 2014 - Present
Neuberger Berman January 2013 - January 2014
Skills
Bloomberg Terminal, Financial Modeling, Microsoft Excel, Economics, Financial Research, Equity Research, Investments, Hedge Funds, Financial Analysis, Valuation, Private Equity, Data Analysis, Finance, Equities
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelors Business Administration, Finance, Economics, Energy
Brett Buchalter Brett Buchalter's Neuberger Berman Experience July 2011 - Present
Job Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2011 - Present
Skills
Valuation, Hedge Funds, Financial Modeling, Private Equity, Investments, Equities, Economics, Financial Analysis, Research, Data Analysis, Capital Markets
Education
Stanford University 2007 — 2011
BA, Economics, Secondary Major: Public Policy
Neuberger Berman July 2011 - Present
Skills
Valuation, Hedge Funds, Financial Modeling, Private Equity, Investments, Equities, Economics, Financial Analysis, Research, Data Analysis, Capital Markets
Education
Stanford University 2007 — 2011
BA, Economics, Secondary Major: Public Policy
Scott Oman Scott Oman's Neuberger Berman Experience June 2014 - August 2014
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Neuberger Berman June 2014 - August 2014
Ja-e Stores June 2013 - July 2013
All-State Industries June 2012 - August 2012
Skills
Finance, Due Diligence, Manufacturing, Leadership, Corporate Finance, Event Planning, Financial Analysis, Investment Banking, Microsoft Excel, PowerPoint, Private Equity, Public Speaking, Social Networking, Valuation
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.8/4.0
Southern Methodist University - Dedman College of Humanities and Sciences 2011 — 2015
Bachelor of Arts (BA), History
WDM Valley High School 2007 — 2011
Bank of America Merrill Lynch July 2015 - Present
Neuberger Berman June 2014 - August 2014
Ja-e Stores June 2013 - July 2013
All-State Industries June 2012 - August 2012
Skills
Finance, Due Diligence, Manufacturing, Leadership, Corporate Finance, Event Planning, Financial Analysis, Investment Banking, Microsoft Excel, PowerPoint, Private Equity, Public Speaking, Social Networking, Valuation
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.8/4.0
Southern Methodist University - Dedman College of Humanities and Sciences 2011 — 2015
Bachelor of Arts (BA), History
WDM Valley High School 2007 — 2011
Benjy Kleiner Benjy Kleiner's Neuberger Berman Experience June 2001 - August 2001
Job Social/Digital Media Account Manager | MBA
Industry Marketing and Advertising
Experience
Laundry Service March 2014 - May 2015
VaynerMedia October 2012 - March 2014
HBO SERIES September 2009 - December 2009
PuckAgency, LLC October 2005 - April 2009
NBC Sports February 2005 - October 2005
CBS SPORTS August 2005 - September 2005
ROCKWELL ARCHITECTURE PLANNING & DESIGN February 2004 - December 2004
Neuberger Berman June 2001 - August 2001
Skills
extensive knowledge of..., avid Marathon runner, Microsoft Office, Running, Social Media, Social Media Marketing, Marketing, Management, Strategy, Advertising
Education
The George Washington University - School of Business 2010 — 2012
Master of Business Administration (M.B.A.), 3.5
TRINITY COLLEGE 1999 — 2003
B.A, Economics
Laundry Service March 2014 - May 2015
VaynerMedia October 2012 - March 2014
HBO SERIES September 2009 - December 2009
PuckAgency, LLC October 2005 - April 2009
NBC Sports February 2005 - October 2005
CBS SPORTS August 2005 - September 2005
ROCKWELL ARCHITECTURE PLANNING & DESIGN February 2004 - December 2004
Neuberger Berman June 2001 - August 2001
Skills
extensive knowledge of..., avid Marathon runner, Microsoft Office, Running, Social Media, Social Media Marketing, Marketing, Management, Strategy, Advertising
Education
The George Washington University - School of Business 2010 — 2012
Master of Business Administration (M.B.A.), 3.5
TRINITY COLLEGE 1999 — 2003
B.A, Economics
Yunus Gittham's Neuberger Berman Experience October 2008 - November 2013
Job Mgr SQL Development & Solutions/Data Architect
Industry Financial Services
Experience
Santander Bank, N.A. June 2015 - Present
JPMorgan Chase July 2014 - May 2015
Bloomberg LP November 2013 - June 2014
Neuberger Berman October 2008 - November 2013
Lehman Brothers Inc. July 2005 - October 2008
Global Document Solutions September 1999 - June 2005
Skytech Consulting Inc. October 1998 - August 1999
Reliance Industries Limited June 1997 - July 1998
Skills
Microsoft SQL Server, Informix, Informatica, Project Management, Unix Shell Scripting, Informix 4GL, Agile Methodologies, Full SDLC, Technical Leadership, Perl, Database Design, SDLC, PL/SQL, Software Project..., Data Warehousing, Unix, Databases, SQL, Visio, IT Strategy, .NET, Software Development, Agile Project Management, ETL, User Acceptance Testing, Requirements Gathering, Data Modeling, Requirements Analysis, Enterprise Architecture, DB2, Oracle, SOA, UML, Java Enterprise Edition, Web Services
Education
South Gujarat University 1994 — 1997
MCA, Computer Science, Distinction
South Gujarat University 1991 — 1997
Masters in Computer Science, Computer Science
Santander Bank, N.A. June 2015 - Present
JPMorgan Chase July 2014 - May 2015
Bloomberg LP November 2013 - June 2014
Neuberger Berman October 2008 - November 2013
Lehman Brothers Inc. July 2005 - October 2008
Global Document Solutions September 1999 - June 2005
Skytech Consulting Inc. October 1998 - August 1999
Reliance Industries Limited June 1997 - July 1998
Skills
Microsoft SQL Server, Informix, Informatica, Project Management, Unix Shell Scripting, Informix 4GL, Agile Methodologies, Full SDLC, Technical Leadership, Perl, Database Design, SDLC, PL/SQL, Software Project..., Data Warehousing, Unix, Databases, SQL, Visio, IT Strategy, .NET, Software Development, Agile Project Management, ETL, User Acceptance Testing, Requirements Gathering, Data Modeling, Requirements Analysis, Enterprise Architecture, DB2, Oracle, SOA, UML, Java Enterprise Edition, Web Services
Education
South Gujarat University 1994 — 1997
MCA, Computer Science, Distinction
South Gujarat University 1991 — 1997
Masters in Computer Science, Computer Science
Jennifer Hermon's Neuberger Berman Experience March 2015 - Present
Job Client Associate Wealth Management at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman March 2015 - Present
City National Bank January 2014 - March 2015
Self Employed October 2005 - December 2013
Bank of America September 2003 - July 2005
Skills
Series 7, Series 66, Six Sigma Green Belt
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Psychology and Business
Neuberger Berman March 2015 - Present
City National Bank January 2014 - March 2015
Self Employed October 2005 - December 2013
Bank of America September 2003 - July 2005
Skills
Series 7, Series 66, Six Sigma Green Belt
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Psychology and Business
Parrish James Smith's Neuberger Berman Experience July 2014 - Present
Job Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2014 - Present
Kismet Capital Advisors June 2013 - August 2013
Skills
Event Planning, Public Speaking, PowerPoint, Microsoft Office, Facebook, Social Media, Customer Service, Research, Spanish, Non-profits, Fundraising, Community Outreach, Editing, Teaching, Blogging, Event Management, Marketing, Microsoft Excel, Time Management
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (BS), Accounting
Neuberger Berman July 2014 - Present
Kismet Capital Advisors June 2013 - August 2013
Skills
Event Planning, Public Speaking, PowerPoint, Microsoft Office, Facebook, Social Media, Customer Service, Research, Spanish, Non-profits, Fundraising, Community Outreach, Editing, Teaching, Blogging, Event Management, Marketing, Microsoft Excel, Time Management
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (BS), Accounting
Dan Hevia's Neuberger Berman Experience August 2014 - September 2014
Job Marketing/Social Media/Digital Strategist
Industry Entertainment
Experience
The smART Peace Prize December 2014 - Present
Project510.com November 2013 - Present
The Economist December 2014 - April 2015
Examiner.com October 2010 - March 2015
Neuberger Berman August 2014 - September 2014
Sprint September 2011 - July 2014
Sprint September 2011 - September 2012
Pizza Grill, Inc January 2002 - August 2011
InsidePulse.com August 2002 - July 2007
Astral Computing January 2004 - January 2006
Skills
Social Media, Public Relations, Social Media Marketing, Community Management, Community Development, QA Testing, Writing, Business Management, Computer Repair,..., Emergency Management, Sales, Facebook, Management, Quality Assurance, Social Networking, Editing, Advertising, Google Analytics, Blogging, Integrated Marketing, CRM, Online Marketing, Digital Marketing, Digital Media, Editorial, Entertainment, Media Relations, New Media, Press Releases, Marketing
Education
State University of New York Empire State College 2008 — 2011
Bachelor of Science, Business Management & Economics; Marketing
The smART Peace Prize December 2014 - Present
Project510.com November 2013 - Present
The Economist December 2014 - April 2015
Examiner.com October 2010 - March 2015
Neuberger Berman August 2014 - September 2014
Sprint September 2011 - July 2014
Sprint September 2011 - September 2012
Pizza Grill, Inc January 2002 - August 2011
InsidePulse.com August 2002 - July 2007
Astral Computing January 2004 - January 2006
Skills
Social Media, Public Relations, Social Media Marketing, Community Management, Community Development, QA Testing, Writing, Business Management, Computer Repair,..., Emergency Management, Sales, Facebook, Management, Quality Assurance, Social Networking, Editing, Advertising, Google Analytics, Blogging, Integrated Marketing, CRM, Online Marketing, Digital Marketing, Digital Media, Editorial, Entertainment, Media Relations, New Media, Press Releases, Marketing
Education
State University of New York Empire State College 2008 — 2011
Bachelor of Science, Business Management & Economics; Marketing
Harrison Finkelstein Harrison Finkelstein's Neuberger Berman Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Marshal L. Salant Investment Team March 2014 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley 2015 - January 2015
Neuberger Berman June 2014 - August 2014
Fundamental Advisors LP May 2013 - June 2013
Cohen Media Group July 2011 - July 2011
Cohen Brothers Realty Corporation July 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Squash, DCF Valuation, Research, PowerPoint, Financial Accounting, Teamwork, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Event Planning, Social Media, Data Analysis, Sports Coaching, Expense Budget...
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Public Health
Horace Mann School 2007 — 2012
Allen-Stevenson
Morgan Stanley August 2015 - Present
Marshal L. Salant Investment Team March 2014 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley 2015 - January 2015
Neuberger Berman June 2014 - August 2014
Fundamental Advisors LP May 2013 - June 2013
Cohen Media Group July 2011 - July 2011
Cohen Brothers Realty Corporation July 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Squash, DCF Valuation, Research, PowerPoint, Financial Accounting, Teamwork, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Event Planning, Social Media, Data Analysis, Sports Coaching, Expense Budget...
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Public Health
Horace Mann School 2007 — 2012
Allen-Stevenson
Santee Dent's Neuberger Berman Experience April 2015 - Present
Job Neuberger Berman
Industry Research
Experience
Neuberger Berman April 2015 - Present
New York-Presbyterian Hospital October 2014 - July 2015
Cleary Gottlieb Steen & Hamilton LLP October 2014 - April 2015
Walgreens May 2006 - 2011
Walgreens January 2004 - March 2006
Skills
Customer Service, Retail, Merchandising, Store Management, Visual Merchandising, Loss Prevention, Inventory Management, Sales, Recruiting, Time Management, Training, Leadership, Employee Training, Team Building, Coaching, Customer Satisfaction, Human Resources, Management, Inventory Control, Hiring, Market Knowledge, Market Research, CRM, Strategic Planning, Analysis, Vendor Relationships
Education
Teachers College of Columbia University 2011 — 2013
Master of Arts (M.A.), Clinical Psychology
Emory University 2004 — 2008
Bachelor of Science (B.S.), Psychology/ Minor of Mathematics, GPA-3.65
Neuberger Berman April 2015 - Present
New York-Presbyterian Hospital October 2014 - July 2015
Cleary Gottlieb Steen & Hamilton LLP October 2014 - April 2015
Walgreens May 2006 - 2011
Walgreens January 2004 - March 2006
Skills
Customer Service, Retail, Merchandising, Store Management, Visual Merchandising, Loss Prevention, Inventory Management, Sales, Recruiting, Time Management, Training, Leadership, Employee Training, Team Building, Coaching, Customer Satisfaction, Human Resources, Management, Inventory Control, Hiring, Market Knowledge, Market Research, CRM, Strategic Planning, Analysis, Vendor Relationships
Education
Teachers College of Columbia University 2011 — 2013
Master of Arts (M.A.), Clinical Psychology
Emory University 2004 — 2008
Bachelor of Science (B.S.), Psychology/ Minor of Mathematics, GPA-3.65
Michael Rojas Michael Rojas's Neuberger Berman Experience June 2011 - June 2013
Job Programmer
Industry Computer Software
Experience
Direct Energy January 2014 - Present
Hess Corporation June 2013 - January 2014
Neuberger Berman June 2011 - June 2013
Boeing June 2012 - August 2012
Skills
Java, PHP, ActionScript 3, Ruby, JavaScript, CSS3, HTML 5, jQuery, YAML, JSON, SQL, MySQL, PostgreSQL, Ext JS, Fusion Charts, FreeMarker, D3.js, AJAX, Eclipse, Netbeans, Vim, C, C++, OpenGL, Ruby on Rails, LESS, Git, CSS, Linux, Programming, OOP, Software Engineering, Algorithms, Software Development, Databases, Spring, Subversion, HTML5, Spring Framework
Education
Stevens Institute of Technology 2009 — 2013
Bachelor of Science (BS), Computer Science
Carnegie Mellon University 2008 — 2009
Bachelor of Engineering (B.E.), Electrical Engineering
Direct Energy January 2014 - Present
Hess Corporation June 2013 - January 2014
Neuberger Berman June 2011 - June 2013
Boeing June 2012 - August 2012
Skills
Java, PHP, ActionScript 3, Ruby, JavaScript, CSS3, HTML 5, jQuery, YAML, JSON, SQL, MySQL, PostgreSQL, Ext JS, Fusion Charts, FreeMarker, D3.js, AJAX, Eclipse, Netbeans, Vim, C, C++, OpenGL, Ruby on Rails, LESS, Git, CSS, Linux, Programming, OOP, Software Engineering, Algorithms, Software Development, Databases, Spring, Subversion, HTML5, Spring Framework
Education
Stevens Institute of Technology 2009 — 2013
Bachelor of Science (BS), Computer Science
Carnegie Mellon University 2008 — 2009
Bachelor of Engineering (B.E.), Electrical Engineering
Irina Zlotnikova's Neuberger Berman Experience March 2014 - Present
Job Private Equity Analyst at Neuberger Berman
Industry Venture Capital & Private Equity
Experience
Neuberger Berman March 2014 - Present
Stout Risius Ross April 2013 - February 2014
ALM First Financial Advisors October 2011 - April 2013
Skills
Finance, Valuation, Mutual Funds, Accounting, Financial Statements, Bloomberg, Financial Analysis, Financial Modeling, Private Equity, Corporate Finance, Capital IQ
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Plano West Senior High School
Neuberger Berman March 2014 - Present
Stout Risius Ross April 2013 - February 2014
ALM First Financial Advisors October 2011 - April 2013
Skills
Finance, Valuation, Mutual Funds, Accounting, Financial Statements, Bloomberg, Financial Analysis, Financial Modeling, Private Equity, Corporate Finance, Capital IQ
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Plano West Senior High School
Dan Galante's Neuberger Berman Experience May 2010 - January 2013
Job Master in International Affairs Candidate Bush School Of Government
Industry International Affairs
Experience
Favor January 2015 - May 2015
Square February 2014 - January 2015
Neuberger Berman May 2010 - January 2013
Stonegate Securities April 2009 - May 2010
Canvas Capital Management May 2007 - August 2007
Education
Texas A&M University 2013 — 2015
Bush School of Government, Master in International Affairs Candidate (Expected Dec 2015), 3.75 GPA, Hushang Ansary Fellow
University of Mississippi 2006 — 2008
BBA, Finance
Favor January 2015 - May 2015
Square February 2014 - January 2015
Neuberger Berman May 2010 - January 2013
Stonegate Securities April 2009 - May 2010
Canvas Capital Management May 2007 - August 2007
Education
Texas A&M University 2013 — 2015
Bush School of Government, Master in International Affairs Candidate (Expected Dec 2015), 3.75 GPA, Hushang Ansary Fellow
University of Mississippi 2006 — 2008
BBA, Finance
Richard N. Cromwell's Neuberger Berman Experience May 1984 - September 1987
Job CEO ControlWorkx. Strategic Operational Due Diligence & ERM Infrastructure Development.
Industry Investment Management
Experience
ControlWorkx - Strategic Operational Due Diligence & ERM Infrastructure Development. July 2009 - Present
PartnerRe February 2007 - July 2009
LaBranche & Co. May 2005 - November 2005
Deloitte May 1998 - November 2003
Ernst Financial Services February 1997 - May 1998
Price Waterhouse Management Consultants April 1995 - February 1997
Goldman Sachs September 1987 - April 1995
Neuberger Berman May 1984 - September 1987
Skills
Strategic Risk, Enterprise Risk..., Operational Risk..., Strategic Planning, Cloud Risk, Corporate Governance, Integrated Risk..., Internal Control..., Compliance, Information Technology, Board Development, Reporting & Analysis, Investment Banking, Investment Advisory, Alternative Investments, Energy Management, Healthcare Management, Insurance, Venture Capital, Mergers & Acquisitions, Acquisition Integration, Technology Integration, Start-up Consulting, CEO Succession, Chief Opperations, Performance Metrics, risk metrics, Internal Controls, Human Resources, Supplier Quality, Business Analysis, New Business Development, Board of Directors, Internal Audit, Risk Management, Cloud Computing, Risk Analytics, Board Governance, Human Capital, Banking, Change Management, Cyber Operations, Privacy Compliance, PRIMIA PRM, Training & Development, Operations Due Diligence, Sustainability..., Human Capital Management, Talent Management, Start-ups Management
Education
Stanford University 2015 — 2016
Graduate School of Business - SDRM, Strategic Decision Making & Risk Management
Villanova University 2003 — 2004
Six Sigma - Black Belt Certification (Risk Metrics/Measurement), Operations Research
Saint John's University 1978 — 1983
Bachelor of Science (B.S.), Accounting & Finance
BAI - Bank Administration Institute. 2000 — 2001
CRP - Certified Risk Professional - Operational Risk / Banking, Business Administration, Management and Operations
ControlWorkx - Strategic Operational Due Diligence & ERM Infrastructure Development. July 2009 - Present
PartnerRe February 2007 - July 2009
LaBranche & Co. May 2005 - November 2005
Deloitte May 1998 - November 2003
Ernst Financial Services February 1997 - May 1998
Price Waterhouse Management Consultants April 1995 - February 1997
Goldman Sachs September 1987 - April 1995
Neuberger Berman May 1984 - September 1987
Skills
Strategic Risk, Enterprise Risk..., Operational Risk..., Strategic Planning, Cloud Risk, Corporate Governance, Integrated Risk..., Internal Control..., Compliance, Information Technology, Board Development, Reporting & Analysis, Investment Banking, Investment Advisory, Alternative Investments, Energy Management, Healthcare Management, Insurance, Venture Capital, Mergers & Acquisitions, Acquisition Integration, Technology Integration, Start-up Consulting, CEO Succession, Chief Opperations, Performance Metrics, risk metrics, Internal Controls, Human Resources, Supplier Quality, Business Analysis, New Business Development, Board of Directors, Internal Audit, Risk Management, Cloud Computing, Risk Analytics, Board Governance, Human Capital, Banking, Change Management, Cyber Operations, Privacy Compliance, PRIMIA PRM, Training & Development, Operations Due Diligence, Sustainability..., Human Capital Management, Talent Management, Start-ups Management
Education
Stanford University 2015 — 2016
Graduate School of Business - SDRM, Strategic Decision Making & Risk Management
Villanova University 2003 — 2004
Six Sigma - Black Belt Certification (Risk Metrics/Measurement), Operations Research
Saint John's University 1978 — 1983
Bachelor of Science (B.S.), Accounting & Finance
BAI - Bank Administration Institute. 2000 — 2001
CRP - Certified Risk Professional - Operational Risk / Banking, Business Administration, Management and Operations
Joe Firth's Neuberger Berman Experience June 2013 - August 2013
Job Analyst at The PrivateBank
Industry Financial Services
Experience
The PrivateBank August 2015 - Present
Northwestern Mutual January 2015 - February 2015
Institutional Property Advisors, a Marcus & Millichap company June 2014 - August 2014
Neuberger Berman June 2013 - August 2013
Preston Interests May 2012 - August 2012
DLS Capital Partners May 2011 - July 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Equity Research, Spanish, Series 7, Time Management, Team Leadership, Legal Research, Social Networking, Management, Leadership, Social Media, Public Speaking, Finance, Event Planning
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
The PrivateBank August 2015 - Present
Northwestern Mutual January 2015 - February 2015
Institutional Property Advisors, a Marcus & Millichap company June 2014 - August 2014
Neuberger Berman June 2013 - August 2013
Preston Interests May 2012 - August 2012
DLS Capital Partners May 2011 - July 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Equity Research, Spanish, Series 7, Time Management, Team Leadership, Legal Research, Social Networking, Management, Leadership, Social Media, Public Speaking, Finance, Event Planning
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Andrew P. Gaebel's Neuberger Berman Experience August 2013 - Present
Job Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 2013 - Present
J.P. Morgan Private Bank October 2009 - August 2013
J.P. Morgan Investment Bank July 2008 - October 2009
Merrill Lynch June 2007 - August 2007
Skills
Investments
Education
Susquehanna University 2005 — 2008
B.S., Business Administration, Finance Emphasis
Neuberger Berman August 2013 - Present
J.P. Morgan Private Bank October 2009 - August 2013
J.P. Morgan Investment Bank July 2008 - October 2009
Merrill Lynch June 2007 - August 2007
Skills
Investments
Education
Susquehanna University 2005 — 2008
B.S., Business Administration, Finance Emphasis
Maria Marrero Maria Marrero's Neuberger Berman Experience September 2000 - April 2005
Job Vice President, Planning & Analysis Lead Analyst
Industry Computer Software
Experience
Citi 2012 - Present
IntraLinks May 2010 - May 2012
IntraLinks November 2008 - April 2010
Association of Latino Professionals in Finance and Accounting (ALPFA) - New York Chapter January 2007 - October 2008
Lehman Brothers (Barclays Capital) May 2005 - October 2008
Neuberger Berman September 2000 - April 2005
Neuberger Berman August 1999 - August 2000
Skills
US GAAP, Financial Statements, Sarbanes-Oxley, Budget Process, Forecasting, Capital Budgeting, Operating Budgets, Management Accounting, Capex, Fixed Asset Management, Revenue Recognition, Deferred Revenue, Month End Close, Year-end Close, Financial Analysis, Financial Reporting, G/L Reconciliations, Flux Analysis, Variance Explanations, Cash Management, Foreign Currency..., Transfer Pricing, Financial Process..., Internal Controls, SEC Financial Reporting, Project Management, R&D, Software Development, Return on Investment, SaaS, Microsoft Office, Microsoft Excel, Great Plains Software, FRx, PeopleSoft Financial, Essbase
Education
Saint John's University - Peter J. Tobin College of Business
Master of Business Administration (M.B.A.), Public Accounting
University at Albany
Bachelor of Arts (B.A.), Economics and Latin American & Caribbean Studies (Double Major)
Citi 2012 - Present
IntraLinks May 2010 - May 2012
IntraLinks November 2008 - April 2010
Association of Latino Professionals in Finance and Accounting (ALPFA) - New York Chapter January 2007 - October 2008
Lehman Brothers (Barclays Capital) May 2005 - October 2008
Neuberger Berman September 2000 - April 2005
Neuberger Berman August 1999 - August 2000
Skills
US GAAP, Financial Statements, Sarbanes-Oxley, Budget Process, Forecasting, Capital Budgeting, Operating Budgets, Management Accounting, Capex, Fixed Asset Management, Revenue Recognition, Deferred Revenue, Month End Close, Year-end Close, Financial Analysis, Financial Reporting, G/L Reconciliations, Flux Analysis, Variance Explanations, Cash Management, Foreign Currency..., Transfer Pricing, Financial Process..., Internal Controls, SEC Financial Reporting, Project Management, R&D, Software Development, Return on Investment, SaaS, Microsoft Office, Microsoft Excel, Great Plains Software, FRx, PeopleSoft Financial, Essbase
Education
Saint John's University - Peter J. Tobin College of Business
Master of Business Administration (M.B.A.), Public Accounting
University at Albany
Bachelor of Arts (B.A.), Economics and Latin American & Caribbean Studies (Double Major)
Craig Maurer Craig Maurer's Neuberger Berman Experience 1997 - 1999
Job Equity analyst focused on payments, payment technology, and all related topics
Industry Capital Markets
Experience
Autonomous Research LLP September 2014 - Present
CLSA March 2007 - August 2014
Fulcrum Global Partners 2004 - 2006
Midwest Research 2003 - 2004
FTN Financial 2003 - 2004
Putnam Lovell 1999 - 2003
Neuberger Berman 1997 - 1999
Skills
Capital Markets, Finance, Management, Bloomberg, Financial Modeling, Hedge Funds, Investments, Equities, Equity Research, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance
Syracuse University
Autonomous Research LLP September 2014 - Present
CLSA March 2007 - August 2014
Fulcrum Global Partners 2004 - 2006
Midwest Research 2003 - 2004
FTN Financial 2003 - 2004
Putnam Lovell 1999 - 2003
Neuberger Berman 1997 - 1999
Skills
Capital Markets, Finance, Management, Bloomberg, Financial Modeling, Hedge Funds, Investments, Equities, Equity Research, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance
Syracuse University
John Pavlick John Pavlick's Neuberger Berman Experience August 2015 - Present
Job Digital Campaign Manager at Neuberger Berman
Industry Marketing and Advertising
Experience
Neuberger Berman August 2015 - Present
Penton Media August 2013 - Present
Penton Media July 2011 - August 2013
Penton Media August 2010 - July 2011
SourceMedia, Inc. January 2007 - August 2010
Lyons Group April 2003 - March 2007
Skills
Email Marketing, Online Marketing, Digital Marketing, Google Analytics, Social Media, Direct Mail, Analytics, Digital Media, Digital Strategy, Marketing, Omniture, Strategy, Advertising, Mobile Marketing, Web Analytics, Online Advertising, Marketing Strategy, Integrated Marketing, Adobe Creative Suite, Customer Segmentation..., HTML emails, Web Content Management, Lead Generation, Content Management, Marketing Automation
Education
Stonehill College 1999 — 2003
Bachelors, Psychology, Theatre
Neuberger Berman August 2015 - Present
Penton Media August 2013 - Present
Penton Media July 2011 - August 2013
Penton Media August 2010 - July 2011
SourceMedia, Inc. January 2007 - August 2010
Lyons Group April 2003 - March 2007
Skills
Email Marketing, Online Marketing, Digital Marketing, Google Analytics, Social Media, Direct Mail, Analytics, Digital Media, Digital Strategy, Marketing, Omniture, Strategy, Advertising, Mobile Marketing, Web Analytics, Online Advertising, Marketing Strategy, Integrated Marketing, Adobe Creative Suite, Customer Segmentation..., HTML emails, Web Content Management, Lead Generation, Content Management, Marketing Automation
Education
Stonehill College 1999 — 2003
Bachelors, Psychology, Theatre
Chris Venegas's Neuberger Berman Experience May 2015 - July 2015
Job Private Equity Summer Analyst at Neuberger Berman
Industry Investment Banking
Experience
Neuberger Berman May 2015 - July 2015
DAN Fund LLC February 2015 - May 2015
Trade Social LLC July 2014 - August 2014
RuffaloCODY January 2012 - May 2014
Skills
Private Equity, Fund Of Funds, Due Diligence, Financial Analysis, Microsoft Excel, Financial Modeling, Operational Due..., Excel Models, Capital IQ, PowerPoint, Slide Decks, MS Excel Pivot Tables, Excel Pivot, Microsoft Word, Microsoft Office, Investments, Venture Capital, Research, Market Research, Leadership, Public Speaking, Customer Service, Alumni Relations, Social Media, Social Networking, Nonprofits, Event Planning
Education
Southern Methodist University 2011 — 2015
Bachelor’s Degree, Finance, Senior
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor’s Degree, Finance, Senior
Neuberger Berman May 2015 - July 2015
DAN Fund LLC February 2015 - May 2015
Trade Social LLC July 2014 - August 2014
RuffaloCODY January 2012 - May 2014
Skills
Private Equity, Fund Of Funds, Due Diligence, Financial Analysis, Microsoft Excel, Financial Modeling, Operational Due..., Excel Models, Capital IQ, PowerPoint, Slide Decks, MS Excel Pivot Tables, Excel Pivot, Microsoft Word, Microsoft Office, Investments, Venture Capital, Research, Market Research, Leadership, Public Speaking, Customer Service, Alumni Relations, Social Media, Social Networking, Nonprofits, Event Planning
Education
Southern Methodist University 2011 — 2015
Bachelor’s Degree, Finance, Senior
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor’s Degree, Finance, Senior
Lawrence Berman, CFA's Neuberger Berman Experience November 2006 - Present
Job
Industry Investment Management
Experience
Neuberger Berman November 2006 - Present
Merrill Lynch Investment Managers 1996 - August 2006
Merrill Lynch September 1987 - July 1996
AT&T Bell Labs May 1984 - August 1987
Skills
Portfolio Management, Equities, Global Investment..., stock selection, Commodity, Telecommunications, Equity Research, Investments, Equity Valuation, Asset Managment, Capital Markets, Series 7, Valuation, Bloomberg, Mutual Funds, Securities, Stock Picking, Asset Allocation, Investment Management, Risk Management, Financial Modeling, Investment Strategies, Emerging Markets, Derivatives, Asset Management
Education
Stanford University 1978 — 1984
PhD, Engineering-Economic Systems
University of Illinois at Urbana-Champaign 1973 — 1975
MS, Electrical Engineering
University of California, Berkeley 1971 — 1973
AB, Mathematics
Neuberger Berman November 2006 - Present
Merrill Lynch Investment Managers 1996 - August 2006
Merrill Lynch September 1987 - July 1996
AT&T Bell Labs May 1984 - August 1987
Skills
Portfolio Management, Equities, Global Investment..., stock selection, Commodity, Telecommunications, Equity Research, Investments, Equity Valuation, Asset Managment, Capital Markets, Series 7, Valuation, Bloomberg, Mutual Funds, Securities, Stock Picking, Asset Allocation, Investment Management, Risk Management, Financial Modeling, Investment Strategies, Emerging Markets, Derivatives, Asset Management
Education
Stanford University 1978 — 1984
PhD, Engineering-Economic Systems
University of Illinois at Urbana-Champaign 1973 — 1975
MS, Electrical Engineering
University of California, Berkeley 1971 — 1973
AB, Mathematics
Robert Penberth's Neuberger Berman Experience 1991 - 2006
Job Operations at Stonehill Capital Management
Industry Investment Management
Experience
Stonehill Capital Management March 2013 - Present
Semaphore Management LLC November 2005 - March 2013
Neuberger Berman 1991 - 2006
Lehman Brothers 2004 - 2005
Education
Stony Brook University 1987 — 1990
Stonehill Capital Management March 2013 - Present
Semaphore Management LLC November 2005 - March 2013
Neuberger Berman 1991 - 2006
Lehman Brothers 2004 - 2005
Education
Stony Brook University 1987 — 1990
Luther Almond's Neuberger Berman Experience January 2009 - Present
Job at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2009 - Present
Lehman Brothers June 2000 - November 2008
Education
Skidmore College 1993 — 1997
Neuberger Berman January 2009 - Present
Lehman Brothers June 2000 - November 2008
Education
Skidmore College 1993 — 1997
Sunjung Park, CFA's Neuberger Berman Experience September 2014 - December 2014
Job Financial Risk and Valuation Professional
Industry Financial Services
Experience
Munich Reinsurance America, Inc. January 2015 - May 2015
Neuberger Berman September 2014 - December 2014
Prudential Financial April 2013 - August 2014
Cumberland Associates, LLC June 2006 - March 2013
Appraisal Economics Inc. September 2003 - May 2006
Skills
Risk Analysis, Business Valuation, Fair Value Determination, Performance Measurement, Performance Analysis, Performance Reporting, Financial Analysis, Financial Modeling, Investment Assessment &..., Alternative Investments, Collaborative - Capital..., Problem Resolution, Ad-Hoc Project..., Bloomberg, Caital IQ, FactSet, Thomson One, VBA, Access
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
State University of New York at Stony Brook
Bachelor of Science (B.S.), Biochemistry
Munich Reinsurance America, Inc. January 2015 - May 2015
Neuberger Berman September 2014 - December 2014
Prudential Financial April 2013 - August 2014
Cumberland Associates, LLC June 2006 - March 2013
Appraisal Economics Inc. September 2003 - May 2006
Skills
Risk Analysis, Business Valuation, Fair Value Determination, Performance Measurement, Performance Analysis, Performance Reporting, Financial Analysis, Financial Modeling, Investment Assessment &..., Alternative Investments, Collaborative - Capital..., Problem Resolution, Ad-Hoc Project..., Bloomberg, Caital IQ, FactSet, Thomson One, VBA, Access
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
State University of New York at Stony Brook
Bachelor of Science (B.S.), Biochemistry
Stacey Michaelis's Neuberger Berman Experience April 2009 - August 2014
Job Portfolio Administrator at Segall Bryant & Hamill
Industry Financial Services
Experience
Segall Bryant & Hamill August 2014 - Present
Neuberger Berman April 2009 - August 2014
Deephaven Capital Mgmt September 2001 - March 2009
American Express Bank January 1997 - April 2001
American Express Financial Advisors November 1994 - January 1997
Skills
Equities, Trading, Fixed Income, Customer Service, Valuation, Trading Systems, Alternative Investments, Securities, Hedge Funds, Asset Managment, Investment Strategies, Prime Brokerage, Investments, Asset Allocation, Bloomberg, Asset Management, Financial Reporting, Hedging, Private Equity, Options, Mutual Funds, Investment Management, FX Options, Due Diligence, Derivatives
Education
St. Cloud State University 1986 — 1992
BS, International Business
St. Cloud State University - Herberger Business School 1986 — 1992
Segall Bryant & Hamill August 2014 - Present
Neuberger Berman April 2009 - August 2014
Deephaven Capital Mgmt September 2001 - March 2009
American Express Bank January 1997 - April 2001
American Express Financial Advisors November 1994 - January 1997
Skills
Equities, Trading, Fixed Income, Customer Service, Valuation, Trading Systems, Alternative Investments, Securities, Hedge Funds, Asset Managment, Investment Strategies, Prime Brokerage, Investments, Asset Allocation, Bloomberg, Asset Management, Financial Reporting, Hedging, Private Equity, Options, Mutual Funds, Investment Management, FX Options, Due Diligence, Derivatives
Education
St. Cloud State University 1986 — 1992
BS, International Business
St. Cloud State University - Herberger Business School 1986 — 1992
Corey Issing's Neuberger Berman Experience November 2007 - Present
Job Senior Vice President and Associate General Counsel, Neuberger Berman Group LLC
Industry Financial Services
Experience
Neuberger Berman November 2007 - Present
AIG SunAmerica December 2004 - November 2007
Skills
Mutual Funds, Asset Management, Hedge Funds
Education
Suffolk University Law School 2001 — 2004
Neuberger Berman November 2007 - Present
AIG SunAmerica December 2004 - November 2007
Skills
Mutual Funds, Asset Management, Hedge Funds
Education
Suffolk University Law School 2001 — 2004
Marco Spinar's Neuberger Berman Experience February 2009 - Present
Job Associate Portfolio Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2009 - Present
OppenheimerFunds April 2002 - February 2009
Time Warner Book Group 1997 - 2001
Education
Stanford University 1995 — 1997
University of Michigan
Neuberger Berman February 2009 - Present
OppenheimerFunds April 2002 - February 2009
Time Warner Book Group 1997 - 2001
Education
Stanford University 1995 — 1997
University of Michigan
Ivan Weiner's Neuberger Berman Experience November 2001 - June 2003
Job SVP, National Acct Channel Mgr, Private Banks at Prudential
Industry Investment Management
Experience
Prudential Investments June 2003 - December 2010
Neuberger Berman November 2001 - June 2003
J&W Seligman November 2000 - November 2001
J&W Seligman November 1999 - November 2000
Avatar Associates 1997 - 1999
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Series 6, Series 65, Financial Services, Retirement, Financial Markets, High Net Worth..., 401k, FINRA, ETFs, Securities
Education
Syracuse University 1992 — 1996
Bachelor of science, Finance and marketing
Prudential Investments June 2003 - December 2010
Neuberger Berman November 2001 - June 2003
J&W Seligman November 2000 - November 2001
J&W Seligman November 1999 - November 2000
Avatar Associates 1997 - 1999
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Series 6, Series 65, Financial Services, Retirement, Financial Markets, High Net Worth..., 401k, FINRA, ETFs, Securities
Education
Syracuse University 1992 — 1996
Bachelor of science, Finance and marketing
Pavan Tirunagari's Neuberger Berman Experience February 2010 - September 2010
Job Senior Manager, Integration Tech Lead at Pfizer
Industry Information Technology and Services
Experience
Pfizer October 2014 - Present
Pfizer September 2010 - September 2014
Neuberger Berman February 2010 - September 2010
Pfizer November 2003 - December 2009
PG &E 2003 - 2003
Wipro Technologies October 2000 - 2003
Satyam 2000 - 2000
Sonata Software ltd 1998 - 2000
IBM ACE 1997 - 1998
Skills
SOA, Integration, Java Enterprise Edition, Weblogic, Java, JSP, Management, Middleware, Product Development, SDLC, Enterprise Architecture, EAI, Software Development, Architecture, Software Project..., IT Strategy, Oracle, Unix, PL/SQL, Solution Architecture, Strategy, Requirements Analysis, Architectures, WebLogic
Education
Sri Venkateswara University 1993 — 1997
B.Tech, Mechanical Engineering
St Gabriels High School 1980 — 1990
1990, Maths, Science, English
Pfizer October 2014 - Present
Pfizer September 2010 - September 2014
Neuberger Berman February 2010 - September 2010
Pfizer November 2003 - December 2009
PG &E 2003 - 2003
Wipro Technologies October 2000 - 2003
Satyam 2000 - 2000
Sonata Software ltd 1998 - 2000
IBM ACE 1997 - 1998
Skills
SOA, Integration, Java Enterprise Edition, Weblogic, Java, JSP, Management, Middleware, Product Development, SDLC, Enterprise Architecture, EAI, Software Development, Architecture, Software Project..., IT Strategy, Oracle, Unix, PL/SQL, Solution Architecture, Strategy, Requirements Analysis, Architectures, WebLogic
Education
Sri Venkateswara University 1993 — 1997
B.Tech, Mechanical Engineering
St Gabriels High School 1980 — 1990
1990, Maths, Science, English
Taylor Beall's Neuberger Berman Experience February 2002 - June 2014
Job Executive Vice President, BNY Mellon | Dreyfus
Industry Financial Services
Experience
BNY Mellon Investment Management Dreyfus June 2014 - Present
Neuberger Berman February 2002 - June 2014
Capital Institutional Services April 2000 - February 2002
H.D. Vest Financial Services July 1997 - April 2000
Education
Texas A&M University 1992 — 1996
BBA Marketing
Texas A&M University - Mays Business School 1992 — 1996
Marketing
BNY Mellon Investment Management Dreyfus June 2014 - Present
Neuberger Berman February 2002 - June 2014
Capital Institutional Services April 2000 - February 2002
H.D. Vest Financial Services July 1997 - April 2000
Education
Texas A&M University 1992 — 1996
BBA Marketing
Texas A&M University - Mays Business School 1992 — 1996
Marketing
Michelle La Vigne's Neuberger Berman Experience May 2009 - Present
Job Executive Assistant at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers July 2007 - May 2009
LaSalle Bank Corporation 2006 - 2007
Access One, Inc September 2003 - February 2006
Skills
Customer Service, Project Management, Microsoft Excel, Asset Management, Microsoft Office
Education
St. Norbert College 1999 — 2003
BA, Communications; Media, Fine Arts
Carl Sandburg High School 1995 — 1999
Neuberger Berman May 2009 - Present
Lehman Brothers July 2007 - May 2009
LaSalle Bank Corporation 2006 - 2007
Access One, Inc September 2003 - February 2006
Skills
Customer Service, Project Management, Microsoft Excel, Asset Management, Microsoft Office
Education
St. Norbert College 1999 — 2003
BA, Communications; Media, Fine Arts
Carl Sandburg High School 1995 — 1999
alan lafer's Neuberger Berman Experience January 2007 - Present
Job Portfolio Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2007 - Present
Lafer Management Corp July 1998 - December 2006
Skills
Alternative Investments, Hedge Funds, Equities
Education
The George Washington University 1973 — 1977
B.A., History
Neuberger Berman January 2007 - Present
Lafer Management Corp July 1998 - December 2006
Skills
Alternative Investments, Hedge Funds, Equities
Education
The George Washington University 1973 — 1977
B.A., History
Christopher Walker, CIMA's Neuberger Berman Experience June 2011 - Present
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman June 2011 - Present
Fidelity Investments December 2004 - May 2011
Scudder 1994 - 2005
Skills
401k, Investments, Series 7, Series 65, Series 63, Retirement, Mutual Funds, Financial Services
Education
Texas Christian University 1989 — 1993
Neuberger Berman June 2011 - Present
Fidelity Investments December 2004 - May 2011
Scudder 1994 - 2005
Skills
401k, Investments, Series 7, Series 65, Series 63, Retirement, Mutual Funds, Financial Services
Education
Texas Christian University 1989 — 1993
Pei-Chang Wu, CFA, FRM's Neuberger Berman Experience February 2007 - Present
Job Vice President Portfolio Analysis and Risk at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman February 2007 - Present
Signalert Corporation February 2004 - January 2007
Skills
Risk Management, Multi Asset Class, BlackRock Aladdin, Portfolio Management, Quantitative, Alternative Investments, Asset Management, Fixed Income, Bloomberg, Friendly Personality, Financial Modeling, Analytical Skills, Analytical, Asset Allocation, Equities, Investment Strategies, Investments, Financial Risk
Education
State University of New York College at Oswego
MBA, Finance
Neuberger Berman February 2007 - Present
Signalert Corporation February 2004 - January 2007
Skills
Risk Management, Multi Asset Class, BlackRock Aladdin, Portfolio Management, Quantitative, Alternative Investments, Asset Management, Fixed Income, Bloomberg, Friendly Personality, Financial Modeling, Analytical Skills, Analytical, Asset Allocation, Equities, Investment Strategies, Investments, Financial Risk
Education
State University of New York College at Oswego
MBA, Finance
David Cifonelli's Neuberger Berman Experience May 2010 - May 2012
Job Vice President at Kramer Van Kirk Credit Strategies LP
Industry Banking
Experience
Kramer Van Kirk Credit Strategies LP March 2012 - Present
Neuberger Berman May 2010 - May 2012
Bank of America May 2009 - May 2010
LaSalle Global Trust Services June 2007 - May 2009
Northern Trust 2005 - 2007
Skills
Fixed Income, Equities, Financial Analysis, Mutual Funds, Derivatives, Bloomberg, Securities, Financial Modeling, Valuation, Portfolio Management, Capital Markets, Investments, Banking, Asset Management, Investment Banking, Hedge Funds
Education
Skidmore College 2001 — 2005
Bachelor, Business Management, and Political Science
Kramer Van Kirk Credit Strategies LP March 2012 - Present
Neuberger Berman May 2010 - May 2012
Bank of America May 2009 - May 2010
LaSalle Global Trust Services June 2007 - May 2009
Northern Trust 2005 - 2007
Skills
Fixed Income, Equities, Financial Analysis, Mutual Funds, Derivatives, Bloomberg, Securities, Financial Modeling, Valuation, Portfolio Management, Capital Markets, Investments, Banking, Asset Management, Investment Banking, Hedge Funds
Education
Skidmore College 2001 — 2005
Bachelor, Business Management, and Political Science
William Saraceni's Neuberger Berman Experience April 2009 - Present
Job AVP at Neuberger Berman
Industry Information Technology and Services
Experience
Neuberger Berman April 2009 - Present
Lehman Brothers September 2000 - August 2008
Barclays Capital 2008 - 2008
Skills
Data Center, Disaster Recovery, Vendor Management
Education
Stevens Institute of Technology 2000 — 2004
Neuberger Berman April 2009 - Present
Lehman Brothers September 2000 - August 2008
Barclays Capital 2008 - 2008
Skills
Data Center, Disaster Recovery, Vendor Management
Education
Stevens Institute of Technology 2000 — 2004
Tokufumi Kato, Ph.D.'s Neuberger Berman Experience January 2013 - Present
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2013 - Present
Neuberger Berman November 2009 - December 2012
SPARX Asset Management July 2007 - June 2009
Skills
Portfolio Management, multi-asset class, Asset Allocation, strategic asset..., Tactical Asset..., Strategic Partnerships, Equities, Fixed Income, Hedge Funds, Investments, Valuation, Emerging Markets, Private Equity, Financial Risk, Mutual Funds
Education
State University of New York at Stony Brook 2001 — 2007
Ph.D., Physics (Experimental Particle Physics)
State University of New York at Stony Brook 1997 — 2001
BS, Physics and Mathematics
University of Maine 1996 — 1997
Physics
Atsugi High School 1993 — 1996
BRAC
Microfinance
Neuberger Berman January 2013 - Present
Neuberger Berman November 2009 - December 2012
SPARX Asset Management July 2007 - June 2009
Skills
Portfolio Management, multi-asset class, Asset Allocation, strategic asset..., Tactical Asset..., Strategic Partnerships, Equities, Fixed Income, Hedge Funds, Investments, Valuation, Emerging Markets, Private Equity, Financial Risk, Mutual Funds
Education
State University of New York at Stony Brook 2001 — 2007
Ph.D., Physics (Experimental Particle Physics)
State University of New York at Stony Brook 1997 — 2001
BS, Physics and Mathematics
University of Maine 1996 — 1997
Physics
Atsugi High School 1993 — 1996
BRAC
Microfinance
Lorin Henton's Neuberger Berman Experience July 2001 - Present
Job VP at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman July 2001 - Present
access Broker 1999 - 2001
Skills
Fixed Income, Alternative Investments, Equities, Series 7, Hedge Funds, Asset Allocation, Investments
Education
University of Oklahoma - Price College of Business 1993 — 1997
Southern Methodist University
MA, Economics
Neuberger Berman July 2001 - Present
access Broker 1999 - 2001
Skills
Fixed Income, Alternative Investments, Equities, Series 7, Hedge Funds, Asset Allocation, Investments
Education
University of Oklahoma - Price College of Business 1993 — 1997
Southern Methodist University
MA, Economics
Deidre Coreschi's Neuberger Berman Experience September 2008 - Present
Job VP at Neuberger Berman
Industry Investment Banking
Experience
Neuberger Berman September 2008 - Present
Lehman Brothers July 1991 - September 2008
Education
St. Francis College 1993 — 1996
Neuberger Berman September 2008 - Present
Lehman Brothers July 1991 - September 2008
Education
St. Francis College 1993 — 1996
Dawn Perry's Neuberger Berman Experience April 2010 - November 2014
Job Vice President at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments November 2014 - Present
Neuberger Berman April 2010 - November 2014
The Bank of New York Mellon March 2008 - April 2010
Morgan Stanley Investment Management November 2004 - November 2007
Lord Abbett April 2003 - November 2004
Skills
Alternative Investments, Equities, Financial Services, Fixed Income, Hedge Funds, Marketing, Mutual Funds, Securities, Series 7, Investments
Education
State University of New York College at Oneonta 1996 — 2000
PineBridge Investments November 2014 - Present
Neuberger Berman April 2010 - November 2014
The Bank of New York Mellon March 2008 - April 2010
Morgan Stanley Investment Management November 2004 - November 2007
Lord Abbett April 2003 - November 2004
Skills
Alternative Investments, Equities, Financial Services, Fixed Income, Hedge Funds, Marketing, Mutual Funds, Securities, Series 7, Investments
Education
State University of New York College at Oneonta 1996 — 2000
Damarys Albino's Neuberger Berman Experience July 2012 - February 2014
Job Head of Human Resourcs Americas
Industry Financial Services
Experience
Murex April 2014 - Present
Neuberger Berman July 2012 - February 2014
Quantitative Management Associates LLC (Subsidiary of Prudential Financial) May 2007 - August 2012
Prudential Financial May 2007 - August 2012
Lehman Brothers 2000 - 2007
New York Methodist Hospital 1989 - 2000
Skills
Performance Management, Strategic Planning, Coaching, Employee Relations, Employment Law, Talent Management, Policy
Education
Saint Joseph's College
B.S., Organizational Management
Wagner College
Murex April 2014 - Present
Neuberger Berman July 2012 - February 2014
Quantitative Management Associates LLC (Subsidiary of Prudential Financial) May 2007 - August 2012
Prudential Financial May 2007 - August 2012
Lehman Brothers 2000 - 2007
New York Methodist Hospital 1989 - 2000
Skills
Performance Management, Strategic Planning, Coaching, Employee Relations, Employment Law, Talent Management, Policy
Education
Saint Joseph's College
B.S., Organizational Management
Wagner College
Aliasgar Gulamhuseinwala's Neuberger Berman Experience January 2015 - Present
Job Assistant Vice President at Neuberger Berman
Industry Computer Software
Experience
Neuberger Berman January 2015 - Present
Neuberger Berman May 2013 - December 2014
OpenLink Financial October 2008 - May 2013
Qualcomm February 2008 - August 2008
Skills
C#, C, .NET, C++, SQL, HTML, Databases, Access, Programming, Visual Studio, Design Patterns, XML, PL/SQL, ASP.NET, Oracle, Software Development, Object Oriented Design, Microsoft SQL Server, OOP
Education
Syracuse University 2006 — 2008
Master of Science (MS), Computer Science
University of Mumbai 2002 — 2006
BE, Information Technology
Neuberger Berman January 2015 - Present
Neuberger Berman May 2013 - December 2014
OpenLink Financial October 2008 - May 2013
Qualcomm February 2008 - August 2008
Skills
C#, C, .NET, C++, SQL, HTML, Databases, Access, Programming, Visual Studio, Design Patterns, XML, PL/SQL, ASP.NET, Oracle, Software Development, Object Oriented Design, Microsoft SQL Server, OOP
Education
Syracuse University 2006 — 2008
Master of Science (MS), Computer Science
University of Mumbai 2002 — 2006
BE, Information Technology
Wonho Oh's Neuberger Berman Experience May 2005 - Present
Job Techinical Lead at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2005 - Present
Stony Brook University September 2001 - April 2005
Stony Brook University December 1998 - August 2001
Skills
SDLC, IT Management, Business Analysis, SQL, JAVA, Mathematics, Computer Science, C++, TeX, Databases, Statistics, Microsoft Excel, Music, Unix, Java, Risk Management, Equities
Education
State University of New York at Stony Brook 1992 — 1998
Doctor of Philosophy (Ph.D.), Applied Mathematics
연세대학교 / Yonsei University 1981 — 1985
Bachelor's degree, Mathematics
Neuberger Berman May 2005 - Present
Stony Brook University September 2001 - April 2005
Stony Brook University December 1998 - August 2001
Skills
SDLC, IT Management, Business Analysis, SQL, JAVA, Mathematics, Computer Science, C++, TeX, Databases, Statistics, Microsoft Excel, Music, Unix, Java, Risk Management, Equities
Education
State University of New York at Stony Brook 1992 — 1998
Doctor of Philosophy (Ph.D.), Applied Mathematics
연세대학교 / Yonsei University 1981 — 1985
Bachelor's degree, Mathematics
Iovan, Linda's Neuberger Berman Experience Vice PresidentCredit Suisse Asset Management1999 - 2002
Job Client Relationship Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman Vice PresidentCredit Suisse Asset Management1999 - 2002
Credit Suisse 1998 - 2001
Warburg Pincus Asset Management 1984 - 2001
Warburg Pincus 1984 - 2001
Fiduciary Trust Co. 1974 - 1984
Education
State University of New York - System 1966 — 1969
Neuberger Berman Vice PresidentCredit Suisse Asset Management1999 - 2002
Credit Suisse 1998 - 2001
Warburg Pincus Asset Management 1984 - 2001
Warburg Pincus 1984 - 2001
Fiduciary Trust Co. 1974 - 1984
Education
State University of New York - System 1966 — 1969
Jake Schindelheim's Neuberger Berman Experience 2008 - 2009
Job Attorney
Industry Legal Services
Experience
Koss & Schonfeld, LLP 2009 - Present
Neuberger Berman 2008 - 2009
Fulbright & Jaworski L.L.P. 2006 - 2008
Skills
Legal Research, Bankruptcy, Commercial Litigation, Westlaw, Mergers & Acquisitions, Legal Writing, Corporate Law, Litigation, Licensing, Corporate Governance, Securities, Due Diligence, Mediation, Intellectual Property, Securities Regulation, Civil Litigation, Securities Litigation
Education
St. John's University School of Law 2003 — 2006
Koss & Schonfeld, LLP 2009 - Present
Neuberger Berman 2008 - 2009
Fulbright & Jaworski L.L.P. 2006 - 2008
Skills
Legal Research, Bankruptcy, Commercial Litigation, Westlaw, Mergers & Acquisitions, Legal Writing, Corporate Law, Litigation, Licensing, Corporate Governance, Securities, Due Diligence, Mediation, Intellectual Property, Securities Regulation, Civil Litigation, Securities Litigation
Education
St. John's University School of Law 2003 — 2006
Sean Gorman'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 February 2011 - January 2014
Neuberger Berman LLC February 2005 - June 2010
Education
The Catholic University of America 1999 — 2003
Neuberger Berman January 2014 - Present
Neuberger Berman February 2011 - January 2014
Neuberger Berman LLC February 2005 - June 2010
Education
The Catholic University of America 1999 — 2003
Jason Falberg's Neuberger Berman Experience July 2008 - 2012
Job Senior Analyst Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth and Investment Management November 2013 - Present
State Street 2012 - October 2013
Neuberger Berman July 2008 - 2012
GlobeOp Financial Services July 2006 - July 2008
Madison Square Garden 2004 - 2004
Education
State University of New York College at Oswego 2000 — 2004
Barclays Wealth and Investment Management November 2013 - Present
State Street 2012 - October 2013
Neuberger Berman July 2008 - 2012
GlobeOp Financial Services July 2006 - July 2008
Madison Square Garden 2004 - 2004
Education
State University of New York College at Oswego 2000 — 2004
Ben J. Szwalbenest's Neuberger Berman Experience September 2014 - Present
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2014 - Present
Amalgamated Bank November 2011 - September 2014
Consulting Services July 2010 - November 2011
JP Morgan Chase & Co, (initially hired by The Bear Stearns Co. Inc.) December 1989 - June 2010
Custodial Trust Company (a subsidiary of The Bear Stearns Co. Inc.) 2001 - May 2009
Bear Stearns January 2001 - March 2008
Custodial Trust Company 1989 - 2001
Federal Reserve Bank of New York 1986 - 1989
Skills
Wealth Management, AML, Securities Lending, Compliance, Banking, Corporate Governance, Mergers, Securities, Enterprise Risk..., Trust, Regulatory Affairs, OFAC, Chief Compliance Officer, Credit, Loans, Portfolio Management, Alternative Investments, Capital Markets, KYC, Financial Services, Equities, Risk Management, Fixed Income, Financial Risk, Operational Risk, Strategy, Mergers & Acquisitions, Investment Banking, Derivatives, Private Banking, Due Diligence, Private Equity, Structured Finance, Anti Money Laundering
Education
Temple University - James E. Beasley School of Law 1978 — 1981
Juris Doctor
Temple University - Fox School of Business and Management 1974 — 1978
BBA, Economics
Neuberger Berman September 2014 - Present
Amalgamated Bank November 2011 - September 2014
Consulting Services July 2010 - November 2011
JP Morgan Chase & Co, (initially hired by The Bear Stearns Co. Inc.) December 1989 - June 2010
Custodial Trust Company (a subsidiary of The Bear Stearns Co. Inc.) 2001 - May 2009
Bear Stearns January 2001 - March 2008
Custodial Trust Company 1989 - 2001
Federal Reserve Bank of New York 1986 - 1989
Skills
Wealth Management, AML, Securities Lending, Compliance, Banking, Corporate Governance, Mergers, Securities, Enterprise Risk..., Trust, Regulatory Affairs, OFAC, Chief Compliance Officer, Credit, Loans, Portfolio Management, Alternative Investments, Capital Markets, KYC, Financial Services, Equities, Risk Management, Fixed Income, Financial Risk, Operational Risk, Strategy, Mergers & Acquisitions, Investment Banking, Derivatives, Private Banking, Due Diligence, Private Equity, Structured Finance, Anti Money Laundering
Education
Temple University - James E. Beasley School of Law 1978 — 1981
Juris Doctor
Temple University - Fox School of Business and Management 1974 — 1978
BBA, Economics
Dennis Rizzo's Neuberger Berman Experience 2001 - 2002
Job Vice President
Industry Financial Services
Experience
BlackRock September 2009 - Present
Resources Global Professionals March 2008 - October 2009
Morgan Stanley July 2002 - February 2008
Neuberger Berman 2001 - 2002
Citi December 1995 - June 2001
Lehman Brothers February 1992 - November 1995
Kidder Peabody 1985 - 1992
Skills
Capital Markets, Asset Managment, Investment Banking, Financial Services, Asset Management, Risk Management, Equities, Portfolio Management, Financial Reporting, Mutual Funds, Derivatives, Fixed Income, Securities, Financial Modeling, Hedge Funds, Trading, Financial Analysis
Education
St. Francis College
Xaverian
BlackRock September 2009 - Present
Resources Global Professionals March 2008 - October 2009
Morgan Stanley July 2002 - February 2008
Neuberger Berman 2001 - 2002
Citi December 1995 - June 2001
Lehman Brothers February 1992 - November 1995
Kidder Peabody 1985 - 1992
Skills
Capital Markets, Asset Managment, Investment Banking, Financial Services, Asset Management, Risk Management, Equities, Portfolio Management, Financial Reporting, Mutual Funds, Derivatives, Fixed Income, Securities, Financial Modeling, Hedge Funds, Trading, Financial Analysis
Education
St. Francis College
Xaverian
Matt Pennino's Neuberger Berman Experience November 2014 - Present
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman November 2014 - Present
Platinum Grove Asset Management 2009 - April 2014
Platinum Grove Asset Management 2007 - 2009
UBS Investment Bank June 2004 - July 2007
Aon Hewitt 1999 - 2004
Skills
Equities, Hedge Funds, Trading, Bloomberg, Project Management, Financial Modeling, Options, Alternative Investments, Swaps, Derivatives, Leadership, Fixed Income, Valuation, Equity Derivatives
Education
The University of Connecticut School of Business 2002 — 2006
MBA, Finance
Siena College 1995 — 1999
Bachelor of Science (BS), Finance
Neuberger Berman November 2014 - Present
Platinum Grove Asset Management 2009 - April 2014
Platinum Grove Asset Management 2007 - 2009
UBS Investment Bank June 2004 - July 2007
Aon Hewitt 1999 - 2004
Skills
Equities, Hedge Funds, Trading, Bloomberg, Project Management, Financial Modeling, Options, Alternative Investments, Swaps, Derivatives, Leadership, Fixed Income, Valuation, Equity Derivatives
Education
The University of Connecticut School of Business 2002 — 2006
MBA, Finance
Siena College 1995 — 1999
Bachelor of Science (BS), Finance
John Merante, CFA's Neuberger Berman Experience February 2006 - May 2008
Job Macro Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2011 - Present
Independet Consultant 2008 - 2011
Neuberger Berman February 2006 - May 2008
Lehman Brothers June 1999 - July 2005
U.S. Department of State August 1983 - June 1999
Skills
International and..., Equities, Fixed Income, Real Assets, Liquid Alternatives, International Relations, Asset Management, Asset Allocation, Finance, Series 7
Education
The George Washington University - School of Business 1994 — 1996
MS, Finance
Vassar College 1975 — 1979
BA, History
Principal Financial Group 2011 - Present
Independet Consultant 2008 - 2011
Neuberger Berman February 2006 - May 2008
Lehman Brothers June 1999 - July 2005
U.S. Department of State August 1983 - June 1999
Skills
International and..., Equities, Fixed Income, Real Assets, Liquid Alternatives, International Relations, Asset Management, Asset Allocation, Finance, Series 7
Education
The George Washington University - School of Business 1994 — 1996
MS, Finance
Vassar College 1975 — 1979
BA, History
Josh Laughry's Neuberger Berman Experience May 2009 - June 2012
Job Associate at Traveller Capital Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Traveller Capital Advisors, LLC August 2014 - Present
glendonTodd Capital LLC - SMU Private Equity Practicum January 2014 - May 2014
Traveller Capital Advisors, LLC June 2013 - November 2013
Neuberger Berman May 2009 - June 2012
Lehman Brothers June 2005 - May 2009
Chapman, Hext & Co., P.C. January 2005 - April 2005
Skills
Financial Modeling, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance & Strategy/Entrepreneurship
Southern Methodist University 2000 — 2005
Business, Accounting
Westlake
Westlake
Traveller Capital Advisors, LLC August 2014 - Present
glendonTodd Capital LLC - SMU Private Equity Practicum January 2014 - May 2014
Traveller Capital Advisors, LLC June 2013 - November 2013
Neuberger Berman May 2009 - June 2012
Lehman Brothers June 2005 - May 2009
Chapman, Hext & Co., P.C. January 2005 - April 2005
Skills
Financial Modeling, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance & Strategy/Entrepreneurship
Southern Methodist University 2000 — 2005
Business, Accounting
Westlake
Westlake
Rebecca Sobelman's Neuberger Berman Experience July 2011 - Present
Job Portfolio Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2011 - Present
Folger Nolan Fleming Douglas August 2006 - July 2011
Folger Nolan Fleming Douglas January 2006 - August 2006
Folger Nolan Fleming Douglas May 2005 - January 2006
Skills
Series 7, Trading, Portfolio Management, Securities, Financial Services, Back Office, Trading Systems, Investment Management, Asset Management, Equities, Fixed Income, Investments, Mutual Funds, Research
Education
The George Washington University 2002 — 2005
BA, International Affairs
St. John Vianney High School 1998 — 2002
Neuberger Berman July 2011 - Present
Folger Nolan Fleming Douglas August 2006 - July 2011
Folger Nolan Fleming Douglas January 2006 - August 2006
Folger Nolan Fleming Douglas May 2005 - January 2006
Skills
Series 7, Trading, Portfolio Management, Securities, Financial Services, Back Office, Trading Systems, Investment Management, Asset Management, Equities, Fixed Income, Investments, Mutual Funds, Research
Education
The George Washington University 2002 — 2005
BA, International Affairs
St. John Vianney High School 1998 — 2002
Alison (Brucato) O'Connor's Neuberger Berman Experience 1999 - 2006
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Neuberger Berman 1999 - 2006
PaineWebber 1991 - 1999
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1993
MBA, Quantitative Analysis
St. John's University, The Peter J. Tobin College of Business 1987 — 1991
BS, Business Mgmt
Neuberger Berman 1999 - 2006
PaineWebber 1991 - 1999
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1993
MBA, Quantitative Analysis
St. John's University, The Peter J. Tobin College of Business 1987 — 1991
BS, Business Mgmt
Susan Stang's Neuberger Berman Experience May 1996 - August 1999
Job Sales/relationship management oriented portfolio manager/analyst
Industry Investment Management
Experience
Bernstein Global Wealth Management September 2007 - Present
Neuberger Berman May 1996 - August 1999
Wertheim Schroeder March 1995 - March 1996
Morgan Stanley November 1992 - March 1995
Canadian Imperial Bank of Commerce November 1987 - November 1992
Irving Trust Company October 1985 - November 1987
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Exec Ed, "Back in Business" program
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Smith College 1981 — 1985
BA, Economics
Bernstein Global Wealth Management September 2007 - Present
Neuberger Berman May 1996 - August 1999
Wertheim Schroeder March 1995 - March 1996
Morgan Stanley November 1992 - March 1995
Canadian Imperial Bank of Commerce November 1987 - November 1992
Irving Trust Company October 1985 - November 1987
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Exec Ed, "Back in Business" program
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Smith College 1981 — 1985
BA, Economics
Peter Janczewski's Neuberger Berman Experience May 2005 - Present
Job Vice President at Neuberger Berman
Industry Information Technology and Services
Experience
Neuberger Berman May 2005 - Present
JPMorgan Chase February 2002 - October 2004
Skills
Disaster Recovery, Change Management, Asset Management, SDLC, Vendor Management
Education
Stony Brook University
Neuberger Berman May 2005 - Present
JPMorgan Chase February 2002 - October 2004
Skills
Disaster Recovery, Change Management, Asset Management, SDLC, Vendor Management
Education
Stony Brook University
Kirti Mehta's Neuberger Berman Experience January 2014 - March 2015
Job VP Business Manager IPRS Technology at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank April 2015 - Present
Neuberger Berman January 2014 - March 2015
Neuberger Berman Group LLC May 2009 - December 2013
Lehman Brothers December 2008 - April 2009
Lehman Brothers December 2006 - November 2008
Lehman Brothers January 2004 - November 2006
Neuberger Berman October 2002 - December 2003
Neuberger Berman March 2000 - September 2002
SALOMON SMITH BARNEY April 1999 - February 2000
Merrill Lynch February 1999 - April 1999
Skills
Capital & Expense..., Financial Analysis, Contract Management, Expense Budget..., Expense Management, Cost Benefit, Cost Savings, Strategic Sourcing, SAP Procurement, Fixed Income, Financial Services, Equities, SDLC, Business Analysis, Vendor Management, Asset Management, Trading Systems, Market Data, Hedge Funds, Risk Management, Portfolio Management, Investment Banking, Procurement, Management
Education
Stevens Institute of Technology 2001 — 2003
Master's Degree, Master of Science - Information Systems
Temple University - Fox School of Business and Management 1994 — 1998
Bachelor's Degree, Bachelor of Business Administration
Barclays Investment Bank April 2015 - Present
Neuberger Berman January 2014 - March 2015
Neuberger Berman Group LLC May 2009 - December 2013
Lehman Brothers December 2008 - April 2009
Lehman Brothers December 2006 - November 2008
Lehman Brothers January 2004 - November 2006
Neuberger Berman October 2002 - December 2003
Neuberger Berman March 2000 - September 2002
SALOMON SMITH BARNEY April 1999 - February 2000
Merrill Lynch February 1999 - April 1999
Skills
Capital & Expense..., Financial Analysis, Contract Management, Expense Budget..., Expense Management, Cost Benefit, Cost Savings, Strategic Sourcing, SAP Procurement, Fixed Income, Financial Services, Equities, SDLC, Business Analysis, Vendor Management, Asset Management, Trading Systems, Market Data, Hedge Funds, Risk Management, Portfolio Management, Investment Banking, Procurement, Management
Education
Stevens Institute of Technology 2001 — 2003
Master's Degree, Master of Science - Information Systems
Temple University - Fox School of Business and Management 1994 — 1998
Bachelor's Degree, Bachelor of Business Administration
Ken Rende's Neuberger Berman Experience January 2009 - Present
Job Head Of Wealth Management at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2009 - Present
Neuberger Berman January 2000 - December 2008
Neuberger Berman April 1991 - December 1999
New York Life 1986 - 1991
Education
State University of New York College at Geneseo 1985 — 1986
Accounting
Neuberger Berman January 2009 - Present
Neuberger Berman January 2000 - December 2008
Neuberger Berman April 1991 - December 1999
New York Life 1986 - 1991
Education
State University of New York College at Geneseo 1985 — 1986
Accounting
Diana Chiu's Neuberger Berman Experience May 2010 - Present
Job Portfolio Administrator at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2010 - Present
TAG Associates, LLC April 2007 - April 2010
Skills
Microsoft Office, Investments, Financial Analysis, Microsoft Excel, Portfolio Management, PowerPoint, Equities, Securities, Management, Asset Management
Education
Stony Brook University 2002 — 2006
BS, Economics, Business Management
Neuberger Berman May 2010 - Present
TAG Associates, LLC April 2007 - April 2010
Skills
Microsoft Office, Investments, Financial Analysis, Microsoft Excel, Portfolio Management, PowerPoint, Equities, Securities, Management, Asset Management
Education
Stony Brook University 2002 — 2006
BS, Economics, Business Management
Donna Gambale's Neuberger Berman Experience June 1996 - Present
Job Vice President, HNW Marketing at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman June 1996 - Present
Neuberger Berman / Marketing 1996 - Present
Education
St. John's University, The Peter J. Tobin College of Business
BS, Accounting
Neuberger Berman June 1996 - Present
Neuberger Berman / Marketing 1996 - Present
Education
St. John's University, The Peter J. Tobin College of Business
BS, Accounting
Wesley R. Tibbetts, CFA's Neuberger Berman Experience February 2008 - September 2010
Job Analyst at Towle & Co.
Industry Investment Management
Experience
Towle & Co. September 2010 - Present
Neuberger Berman February 2008 - September 2010
Lehman Brothers February 2008 - September 2008
Imperium Holdings 2006 - 2008
Skills
Hedge Funds, Valuation, Equities, Private Equity, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Corporate Finance, Investments, Due Diligence, Fixed Income, Strategy, Fund Of Funds, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Capital IQ, DCF, Emerging Markets, Equity Research, Funding, Investment Management, LBO, Mutual Funds, Securities, Venture Capital, Financial Markets, Business Valuation, IPO, Investment Advisory, Derivatives, Trading, Corporate Development, M&A experience, Series 63, Hedging, Economics, Series 7, Financial Analysis, Finance, Microsoft Office
Education
Southern Methodist University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University - Cox School of Business 2004 — 2008
BBA - Summa Cum Laude, Finance, Accounting, Economics
Towle & Co. September 2010 - Present
Neuberger Berman February 2008 - September 2010
Lehman Brothers February 2008 - September 2008
Imperium Holdings 2006 - 2008
Skills
Hedge Funds, Valuation, Equities, Private Equity, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Corporate Finance, Investments, Due Diligence, Fixed Income, Strategy, Fund Of Funds, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Capital IQ, DCF, Emerging Markets, Equity Research, Funding, Investment Management, LBO, Mutual Funds, Securities, Venture Capital, Financial Markets, Business Valuation, IPO, Investment Advisory, Derivatives, Trading, Corporate Development, M&A experience, Series 63, Hedging, Economics, Series 7, Financial Analysis, Finance, Microsoft Office
Education
Southern Methodist University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University - Cox School of Business 2004 — 2008
BBA - Summa Cum Laude, Finance, Accounting, Economics
Jeffrey Warnock's Neuberger Berman Experience June 2007 - Present
Job Senior Vice President and Attorney at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2007 - Present
Education
St. John's University School of Law
Neuberger Berman June 2007 - Present
Education
St. John's University School of Law
Rhoda Peritz's Neuberger Berman Experience October 2008 - February 2009
Job Managing Director, COO of Americas Fixed Income at BlackRock
Industry Financial Services
Experience
BlackRock October 2014 - Present
Barclays September 2013 - June 2014
Barclays November 2012 - September 2013
Barclays March 2009 - November 2012
Neuberger Berman October 2008 - February 2009
Lehman Brothers 1991 - September 2008
Andersen Consulting 1989 - 1991
Education
The George Washington University 1985 — 1989
BA, International Finance
New York University - Leonard N. Stern School of Business
MBA
BlackRock October 2014 - Present
Barclays September 2013 - June 2014
Barclays November 2012 - September 2013
Barclays March 2009 - November 2012
Neuberger Berman October 2008 - February 2009
Lehman Brothers 1991 - September 2008
Andersen Consulting 1989 - 1991
Education
The George Washington University 1985 — 1989
BA, International Finance
New York University - Leonard N. Stern School of Business
MBA
Stephanie Mayfield's Neuberger Berman Experience July 2010 - Present
Job Client Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2010 - Present
PricewaterhouseCoopers September 2008 - July 2010
ProPac Marketing 2001 - 2003
Education
Texas A&M University 2003 — 2008
Master, Finance
Neuberger Berman July 2010 - Present
PricewaterhouseCoopers September 2008 - July 2010
ProPac Marketing 2001 - 2003
Education
Texas A&M University 2003 — 2008
Master, Finance
Steven Ruffini's Neuberger Berman Experience 2006 - 2007
Job Senior Financial AnalystPension Management
Industry Financial Services
Experience
Con Edison October 2009 - Present
State Street Bank August 2003 - February 2009
Neuberger Berman 2006 - 2007
Deutsche Bank September 2001 - August 2003
Prudential Securities May 1999 - September 2001
Skills
Bloomberg, Equities, Asset Managment, Investments, Financial Modeling, Financial Markets
Education
State University of New York - System 1995 — 1999
Bachelor of Science, Finance
Con Edison October 2009 - Present
State Street Bank August 2003 - February 2009
Neuberger Berman 2006 - 2007
Deutsche Bank September 2001 - August 2003
Prudential Securities May 1999 - September 2001
Skills
Bloomberg, Equities, Asset Managment, Investments, Financial Modeling, Financial Markets
Education
State University of New York - System 1995 — 1999
Bachelor of Science, Finance
Michael D. Flanagan's Neuberger Berman Experience January 1994 - January 2004
Job Managing Director at Sterne Agee & Leach, Inc
Industry Defense & Space
Experience
Sterne Agee October 2008 - Present
Fox-Pitt, Kelton June 2004 - September 2008
Neuberger Berman January 1994 - January 2004
Skills
Trading, Strategic Planning, Series 7, Equities, Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Business Strategy, Equity Research, Bloomberg, Series 63
Education
Saint Lawrence University 1987 — 1991
The Hotchkiss School 1984 — 1987
Sterne Agee October 2008 - Present
Fox-Pitt, Kelton June 2004 - September 2008
Neuberger Berman January 1994 - January 2004
Skills
Trading, Strategic Planning, Series 7, Equities, Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Business Strategy, Equity Research, Bloomberg, Series 63
Education
Saint Lawrence University 1987 — 1991
The Hotchkiss School 1984 — 1987
Stephanie Weiner's Neuberger Berman Experience
Job Vice President Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman
Skills
Fixed Income, Equities
Education
Smith College
Neuberger Berman
Skills
Fixed Income, Equities
Education
Smith College
Hillary M. Ambrose's Neuberger Berman Experience July 2006 - Present
Job Vice President
Industry Financial Services
Experience
Neuberger Berman July 2006 - Present
UBS September 2002 - July 2006
Skills
Mutual Funds, Series 7, Alternative Investments, Series 24, Series 63, FINRA, Fixed Income, Asset Allocation, Equities, Investment Advisory, Portfolio Management, Retirement Planning
Education
The Catholic University of America 1997 — 2001
BA, Media Studies
Loyola School 1993 — 1997
Neuberger Berman July 2006 - Present
UBS September 2002 - July 2006
Skills
Mutual Funds, Series 7, Alternative Investments, Series 24, Series 63, FINRA, Fixed Income, Asset Allocation, Equities, Investment Advisory, Portfolio Management, Retirement Planning
Education
The Catholic University of America 1997 — 2001
BA, Media Studies
Loyola School 1993 — 1997
Noel Wells, MBA's Neuberger Berman Experience January 2014 - July 2015
Job Director, Fixed Income Product Management
Industry Investment Management
Experience
Columbia Threadneedle July 2015 - Present
Neuberger Berman January 2014 - July 2015
Eagle Asset Management June 2010 - January 2014
Eagle Asset Management November 2008 - May 2010
Raymond James Financial Inc. August 2007 - October 2008
Skills
Mutual Funds, Series 7, Investment Strategies, Sales, Uniform Combined State..., Equities, Fixed Income, Securities, Asset Allocation, Morningstar, Zephyr, factset, Public Speaking, Business Planning, Cold Calling, Separately Managed..., Series 65, Investment Management, Financial Markets, High Net Worth..., Stocks, Investments, Asset Management, Alternative Investments, Wealth Management, Marketing Strategy
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA), EMBA
The College of Wooster 2002 — 2006
Bachelor of Arts (B.A.), Psychology and Communications
Columbia Threadneedle July 2015 - Present
Neuberger Berman January 2014 - July 2015
Eagle Asset Management June 2010 - January 2014
Eagle Asset Management November 2008 - May 2010
Raymond James Financial Inc. August 2007 - October 2008
Skills
Mutual Funds, Series 7, Investment Strategies, Sales, Uniform Combined State..., Equities, Fixed Income, Securities, Asset Allocation, Morningstar, Zephyr, factset, Public Speaking, Business Planning, Cold Calling, Separately Managed..., Series 65, Investment Management, Financial Markets, High Net Worth..., Stocks, Investments, Asset Management, Alternative Investments, Wealth Management, Marketing Strategy
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA), EMBA
The College of Wooster 2002 — 2006
Bachelor of Arts (B.A.), Psychology and Communications
Thomas Fuccillo's Neuberger Berman Experience August 1996 - September 2004
Job Managing Director and Chief Regulatory Counsel at Allianz Global Investors US Holdings LLC
Industry Investment Management
Experience
Allianz Global Investors 2004 - Present
Allianz Global Investors Distributors LLC February 2013 - Present
Allianz Global Investors Fund Management LLC 2004 - Present
Neuberger Berman August 1996 - September 2004
Neuberger Berman October 1991 - August 1996
Skills
Alternative Investments, Securities, Asset Managment, Hedge Funds, Mutual Funds, Equities, Investment Advisory, Investment Management, Investments, Separately Managed..., Capital Markets, Due Diligence, Asset Management, FINRA, Fixed Income, Fund Of Funds, Securities Regulation
Education
Saint John's University School of Law 1993 — 1996
JD
University of Rochester 1986 — 1990
BA, Political Science
Allianz Global Investors 2004 - Present
Allianz Global Investors Distributors LLC February 2013 - Present
Allianz Global Investors Fund Management LLC 2004 - Present
Neuberger Berman August 1996 - September 2004
Neuberger Berman October 1991 - August 1996
Skills
Alternative Investments, Securities, Asset Managment, Hedge Funds, Mutual Funds, Equities, Investment Advisory, Investment Management, Investments, Separately Managed..., Capital Markets, Due Diligence, Asset Management, FINRA, Fixed Income, Fund Of Funds, Securities Regulation
Education
Saint John's University School of Law 1993 — 1996
JD
University of Rochester 1986 — 1990
BA, Political Science
Matthew Sengsourinh's Neuberger Berman Experience February 2008 - Present
Job Vice President
Industry Financial Services
Experience
Neuberger Berman February 2008 - Present
Skills
Separately Managed..., Mutual Funds, Alternative Investments, New Business Development, Wealth Management, Asset Allocation, Asset Management, Sales Operations, Portfolio Management, Investment Advisory, Series 65, Investments, Series 63, Uniform Combined State..., Series 7, Fixed Income
Education
The Catholic University of America 2001 — 2004
B.S.B.A., Marketing
FINRA
Series 7, 63, 65
Neuberger Berman February 2008 - Present
Skills
Separately Managed..., Mutual Funds, Alternative Investments, New Business Development, Wealth Management, Asset Allocation, Asset Management, Sales Operations, Portfolio Management, Investment Advisory, Series 65, Investments, Series 63, Uniform Combined State..., Series 7, Fixed Income
Education
The Catholic University of America 2001 — 2004
B.S.B.A., Marketing
FINRA
Series 7, 63, 65
Katherine Heng's Neuberger Berman Experience 2007 - 2011
Job Associate Analyst at Buckingham Research Group
Industry
Experience
Buckingham Research Group August 2012 - Present
Argus Research 2011 - 2012
Neuberger Berman 2007 - 2011
Morgan Stanley 2005 - 2007
Skills
Equity Research, Financial Modeling, Financial Statement..., Bloomberg, Factset, Valuation, Corporate Finance, Investments, Fixed Income, Capital Markets, Financial Analysis, Hedge Funds, Equities, Wealth Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Stony Brook University 2001 — 2005
Bachelor, Business Management
Buckingham Research Group August 2012 - Present
Argus Research 2011 - 2012
Neuberger Berman 2007 - 2011
Morgan Stanley 2005 - 2007
Skills
Equity Research, Financial Modeling, Financial Statement..., Bloomberg, Factset, Valuation, Corporate Finance, Investments, Fixed Income, Capital Markets, Financial Analysis, Hedge Funds, Equities, Wealth Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Stony Brook University 2001 — 2005
Bachelor, Business Management
roberta grossman, JD's Neuberger Berman Experience May 2012 - August 2013
Job Bank of America Director, GWIM Senior Compliance Manager
Industry Financial Services
Experience
Bank of America August 2013 - Present
Neuberger Berman May 2012 - August 2013
Citibank, N.A. - Citi Private Bank September 2000 - May 2012
Baker, Brown, Sharman & Parker LLP March 1990 - May 1996
Skills
Capital Markets, Wealth Management, AML, Securities, Hedge Funds, Series 7, International and..., Trust, Alternative Investments, Fixed Income, FINRA, Wealth, Investment Management, Private Banking, Series 63, Financial Services
Education
South Texas College of Law 1987 — 1989
Doctor of Jurisprudence
Brooklyn College
BA and MA
Bank of America August 2013 - Present
Neuberger Berman May 2012 - August 2013
Citibank, N.A. - Citi Private Bank September 2000 - May 2012
Baker, Brown, Sharman & Parker LLP March 1990 - May 1996
Skills
Capital Markets, Wealth Management, AML, Securities, Hedge Funds, Series 7, International and..., Trust, Alternative Investments, Fixed Income, FINRA, Wealth, Investment Management, Private Banking, Series 63, Financial Services
Education
South Texas College of Law 1987 — 1989
Doctor of Jurisprudence
Brooklyn College
BA and MA
olrick ojong's Neuberger Berman Experience May 2013 - Present
Job Compliance Officer at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2013 - Present
Financial Industry Regulatory Authority July 2010 - March 2012
U.S. Department of Justice February 2010 - July 2010
Butzel Long Tighe Patton, PLLC June 2009 - December 2009
Education
The Catholic University of America, Columbus School of Law 2006 — 2009
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Berkeley College-New York 2004 — 2006
Bachelor's degree, Economics
New York University - Leonard N. Stern School of Business 2000 — 2004
B.S., Finance
Neuberger Berman May 2013 - Present
Financial Industry Regulatory Authority July 2010 - March 2012
U.S. Department of Justice February 2010 - July 2010
Butzel Long Tighe Patton, PLLC June 2009 - December 2009
Education
The Catholic University of America, Columbus School of Law 2006 — 2009
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Berkeley College-New York 2004 — 2006
Bachelor's degree, Economics
New York University - Leonard N. Stern School of Business 2000 — 2004
B.S., Finance
Jason Ainsworth's Neuberger Berman Experience 2004 - Present
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman 2004 - Present
Neuberger Berman 1998 - Present
Education
Texas A&M University 1989 — 1993
BBA, Finance
Neuberger Berman 2004 - Present
Neuberger Berman 1998 - Present
Education
Texas A&M University 1989 — 1993
BBA, Finance
Robert B. Chenoweth, CIMA, CMFC's Neuberger Berman Experience October 2015 - Present
Job Product Manager: NonInvestment Grade Fixed Income & Small/Mid Growth Equity
Industry Investment Management
Experience
Neuberger Berman October 2015 - Present
Neuberger Berman April 2014 - Present
Invesco September 2012 - April 2014
ING Insurance / Investment Management July 2010 - December 2011
Morgan Stanley Smith Barney January 2009 - July 2009
Morgan Stanley October 2006 - December 2008
Morgan Stanley March 2005 - September 2006
Skills
Mutual Funds, Series 63, Series 7, FINRA Series 6, Separately Managed..., Series 6, Asset Allocation, Alternative Investments, Investments, Securities, Equities, Bonds, Asset Management, Retirement, Fixed Income, Investment Advisory, IRA's, Financial Planning, Wealth Management, Stocks, Wholesaling, Closed-end Funds, Unit Investment Trusts, Certified Investment..., Chartered Mutual Fund..., Investment Strategies, Financial Services
Education
Texas Christian University
Neuberger Berman October 2015 - Present
Neuberger Berman April 2014 - Present
Invesco September 2012 - April 2014
ING Insurance / Investment Management July 2010 - December 2011
Morgan Stanley Smith Barney January 2009 - July 2009
Morgan Stanley October 2006 - December 2008
Morgan Stanley March 2005 - September 2006
Skills
Mutual Funds, Series 63, Series 7, FINRA Series 6, Separately Managed..., Series 6, Asset Allocation, Alternative Investments, Investments, Securities, Equities, Bonds, Asset Management, Retirement, Fixed Income, Investment Advisory, IRA's, Financial Planning, Wealth Management, Stocks, Wholesaling, Closed-end Funds, Unit Investment Trusts, Certified Investment..., Chartered Mutual Fund..., Investment Strategies, Financial Services
Education
Texas Christian University
Dave Wronowski, CFA's Neuberger Berman Experience July 2000 - December 2003
Job at The Ayco Company, L.P.
Industry Investment Management
Experience
The Ayco Company, L.P. August 2003 - Present
Neuberger Berman July 2000 - December 2003
CIBC Oppenheimer 1999 - 2000
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Investment Strategies, Asset Managment, Series 63, Equities, Fixed Income, Microsoft Excel, Life Insurance, Microsoft Office, Process Improvement, Strategic Planning, Real Estate, Public Speaking, Business Development, Operations Management, Social Media, Event Management, Alternative Investments
Education
Skidmore College 1995 — 1999
B.S., Accounting
The Ayco Company, L.P. August 2003 - Present
Neuberger Berman July 2000 - December 2003
CIBC Oppenheimer 1999 - 2000
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Investment Strategies, Asset Managment, Series 63, Equities, Fixed Income, Microsoft Excel, Life Insurance, Microsoft Office, Process Improvement, Strategic Planning, Real Estate, Public Speaking, Business Development, Operations Management, Social Media, Event Management, Alternative Investments
Education
Skidmore College 1995 — 1999
B.S., Accounting
Raymond Carpentieri's Neuberger Berman Experience June 2001 - April 2004
Job Tullett Prebon Trade Support
Industry Banking
Experience
Tullett Prebon May 2013 - Present
Toyota Motor January 2012 - May 2013
HSBC Private Bank October 2010 - November 2011
Tullett liberty Securities April 2004 - August 2010
Neuberger Berman June 2001 - April 2004
Morgan Stanley 1980 - 2001
Skills
Asset Management, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Banking, Financial Services, Investment Banking, Capital Markets, Financial Markets, Relationship Management, Risk Management, Operations Management, Portfolio Management, FX Options, Trading, Wealth Management, Trading Systems, Securities, Back Office, Options, Financial Risk, Credit, Asset Managment, Derivatives, Private Equity, Mutual Funds, Alternative Investments
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1979
B.S., Business Management
Tullett Prebon May 2013 - Present
Toyota Motor January 2012 - May 2013
HSBC Private Bank October 2010 - November 2011
Tullett liberty Securities April 2004 - August 2010
Neuberger Berman June 2001 - April 2004
Morgan Stanley 1980 - 2001
Skills
Asset Management, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Banking, Financial Services, Investment Banking, Capital Markets, Financial Markets, Relationship Management, Risk Management, Operations Management, Portfolio Management, FX Options, Trading, Wealth Management, Trading Systems, Securities, Back Office, Options, Financial Risk, Credit, Asset Managment, Derivatives, Private Equity, Mutual Funds, Alternative Investments
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1979
B.S., Business Management
Stephanie Mayfield's Neuberger Berman Experience August 2010 - October 2011
Job Senior Corporate Accountant at Sidewinder Drilling Inc.
Industry Financial Services
Experience
Sidewinder Drilling Inc. March 2013 - Present
OmniSYS, LLC October 2011 - March 2013
Neuberger Berman August 2010 - October 2011
PwC August 2008 - August 2010
Skills
Series 7, Series 66, Certified Public..., US GAAP, Financial Analysis
Education
Texas A&M University 2003 — 2008
Master's degree, Finance, General
Texas A&M University 2003 — 2008
Bachelor of Business Administration (BBA), Accounting
Sidewinder Drilling Inc. March 2013 - Present
OmniSYS, LLC October 2011 - March 2013
Neuberger Berman August 2010 - October 2011
PwC August 2008 - August 2010
Skills
Series 7, Series 66, Certified Public..., US GAAP, Financial Analysis
Education
Texas A&M University 2003 — 2008
Master's degree, Finance, General
Texas A&M University 2003 — 2008
Bachelor of Business Administration (BBA), Accounting
Paul Davidson, AIF's Neuberger Berman Experience November 2008 - December 2010
Job Regional Vice President
Industry Financial Services
Experience
AXA Global Distributors December 2010 - Present
Neuberger Berman November 2008 - December 2010
The Hartford 2005 - 2008
Education
Southern Methodist University 1985 — 1991
AXA Global Distributors December 2010 - Present
Neuberger Berman November 2008 - December 2010
The Hartford 2005 - 2008
Education
Southern Methodist University 1985 — 1991
Alicia Kahler's Neuberger Berman Experience June 1996 - March 2002
Job Project Manager at Carnegie Hudson Resources
Industry Executive Office
Experience
Carnegie Hudson Resources April 2013 - Present
Weston Capital Management January 2012 - January 2013
Ener1, inc. August 2009 - December 2011
Satellite Asset Management March 2005 - December 2006
Goldman Sachs Asset Management February 2002 - March 2005
Neuberger Berman June 1996 - March 2002
Skills
Strategic Planning, Management, Talent Acquisition, Equities, Mergers & Acquisitions, Microsoft Office, Internal Communications, Event Planning, Mergers
Education
Scottsdale Culinary Institute 2007 — 2008
Certificate, Le Cordon Bleu Culinary Arts Program
Stony Brook University 1993 — 1995
Bachelor of Arts, Psychology
Carnegie Hudson Resources April 2013 - Present
Weston Capital Management January 2012 - January 2013
Ener1, inc. August 2009 - December 2011
Satellite Asset Management March 2005 - December 2006
Goldman Sachs Asset Management February 2002 - March 2005
Neuberger Berman June 1996 - March 2002
Skills
Strategic Planning, Management, Talent Acquisition, Equities, Mergers & Acquisitions, Microsoft Office, Internal Communications, Event Planning, Mergers
Education
Scottsdale Culinary Institute 2007 — 2008
Certificate, Le Cordon Bleu Culinary Arts Program
Stony Brook University 1993 — 1995
Bachelor of Arts, Psychology
Jerry Truzzolino's Neuberger Berman Experience 2008 - 2009
Job Chief Financial Officer at SK Capital Partners
Industry Financial Services
Experience
SK Capital Partners January 2015 - Present
CI Capital Partners June 2011 - January 2015
IFC - International Finance Corporation March 2010 - May 2011
Neuberger Berman 2008 - 2009
Lehman Brothers 2006 - 2008
The Blackstone Group February 2006 - February 2007
Goldman Sachs October 1992 - February 2003
Skills
Asset Management, Asset Managment, Finance, Financial Analysis, Financial Modeling, Private Equity, Auditing, Due Diligence, Corporate Finance, Hedge Funds, Capital Markets, Alternative Investments, Equities
Education
St. John's University
Accounting
SK Capital Partners January 2015 - Present
CI Capital Partners June 2011 - January 2015
IFC - International Finance Corporation March 2010 - May 2011
Neuberger Berman 2008 - 2009
Lehman Brothers 2006 - 2008
The Blackstone Group February 2006 - February 2007
Goldman Sachs October 1992 - February 2003
Skills
Asset Management, Asset Managment, Finance, Financial Analysis, Financial Modeling, Private Equity, Auditing, Due Diligence, Corporate Finance, Hedge Funds, Capital Markets, Alternative Investments, Equities
Education
St. John's University
Accounting
Sean Cunneen's Neuberger Berman Experience May 2014 - Present
Job Transition Specialist at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2015 - Present
Neuberger Berman May 2014 - Present
Morgan Stanley May 2013 - April 2014
Northwestern Mutual January 2012 - May 2012
Mesco Medical November 2008 - June 2009
Skills
Investments, Portfolio Management, Wealth Management, Management, Customer Service, Business Analysis, Mutual Funds
Education
The College of New Jersey 2009 — 2013
Bachelor of Science, Finance
Pershing, a BNY Mellon company August 2015 - Present
Neuberger Berman May 2014 - Present
Morgan Stanley May 2013 - April 2014
Northwestern Mutual January 2012 - May 2012
Mesco Medical November 2008 - June 2009
Skills
Investments, Portfolio Management, Wealth Management, Management, Customer Service, Business Analysis, Mutual Funds
Education
The College of New Jersey 2009 — 2013
Bachelor of Science, Finance
Robert Dwyer's Neuberger Berman Experience December 2005 - October 2006
Job Institutional Sales at ProShare Advisors, LLC
Industry Financial Services
Experience
ProShare Advisors, LLC April 2008 - Present
Neuberger Berman December 2005 - October 2006
KBW February 2004 - December 2005
Neuberger Berman March 1992 - October 2003
Education
State University of New York College at Geneseo 1984 — 1988
BA, Political Science
ProShare Advisors, LLC April 2008 - Present
Neuberger Berman December 2005 - October 2006
KBW February 2004 - December 2005
Neuberger Berman March 1992 - October 2003
Education
State University of New York College at Geneseo 1984 — 1988
BA, Political Science
Meredith Mezeul's Neuberger Berman Experience 1998 - 2004
Job VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Alternative Investment Services 2007 - Present
J.P. Morgan 2005 - 2007
BNY Mellon Alternative Investment Services 2004 - 2005
Neuberger Berman 1998 - 2004
Merrill Lynch 1995 - 1998
Skills
Private Equity, Investor Relations, Analytical Skills, Business Process..., Procedure Development, Multi Tasking, Sales Presentations, Relationship Management, Team Management, Investran
Education
SUNY Oneonta 1992 — 1996
Business Economics - Minor in Finance
BNY Mellon Alternative Investment Services 2007 - Present
J.P. Morgan 2005 - 2007
BNY Mellon Alternative Investment Services 2004 - 2005
Neuberger Berman 1998 - 2004
Merrill Lynch 1995 - 1998
Skills
Private Equity, Investor Relations, Analytical Skills, Business Process..., Procedure Development, Multi Tasking, Sales Presentations, Relationship Management, Team Management, Investran
Education
SUNY Oneonta 1992 — 1996
Business Economics - Minor in Finance
James Sulecki's Neuberger Berman Experience May 2003 - November 2003
Job Financial Services
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Newedge September 2010 - February 2015
Kellner DiLeo October 2006 - September 2010
LibertyView Capital Management March 2004 - October 2006
LibertyView Capital Management November 2003 - March 2004
Neuberger Berman May 2003 - November 2003
Neuberger Berman March 2002 - May 2003
UBS July 2001 - March 2002
Fidelity Investments May 1998 - July 2001
Skills
Securities Lending, Prime Brokerage, Equities, Bloomberg, Fixed Income, Alternative Investments, Asset Management, Back Office, Bloomberg Terminal, Bonds, Capital Markets, Collateral Management, Commodity, Corporate Actions, Derivatives, ETFs, Electronic Trading, Equity Derivatives, Equity Trading, FINRA, Financial Markets, Financial Risk, Financial Services, Foreign Exchange, Funding, Hedge Funds, Hedging, Investment Banking, Investment Management, Investments, Market Data, Market Risk, Middle Office, Mutual Funds, Operational Risk, Options, Portfolio Management, Proprietary Trading, Securities, Series 24, Series 63, Series 7, Settlement, Structured Products, Trading, Trading Systems
Education
St. Francis College 1997 — 2001
BS, Accounting, 3.75 GPA Magna Cum Laude
St Francis Prep High School 1993 — 1997
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Newedge September 2010 - February 2015
Kellner DiLeo October 2006 - September 2010
LibertyView Capital Management March 2004 - October 2006
LibertyView Capital Management November 2003 - March 2004
Neuberger Berman May 2003 - November 2003
Neuberger Berman March 2002 - May 2003
UBS July 2001 - March 2002
Fidelity Investments May 1998 - July 2001
Skills
Securities Lending, Prime Brokerage, Equities, Bloomberg, Fixed Income, Alternative Investments, Asset Management, Back Office, Bloomberg Terminal, Bonds, Capital Markets, Collateral Management, Commodity, Corporate Actions, Derivatives, ETFs, Electronic Trading, Equity Derivatives, Equity Trading, FINRA, Financial Markets, Financial Risk, Financial Services, Foreign Exchange, Funding, Hedge Funds, Hedging, Investment Banking, Investment Management, Investments, Market Data, Market Risk, Middle Office, Mutual Funds, Operational Risk, Options, Portfolio Management, Proprietary Trading, Securities, Series 24, Series 63, Series 7, Settlement, Structured Products, Trading, Trading Systems
Education
St. Francis College 1997 — 2001
BS, Accounting, 3.75 GPA Magna Cum Laude
St Francis Prep High School 1993 — 1997
Mark Giles's Neuberger Berman Experience October 2009 - February 2013
Job Portfolio Specialist / Regional Director at Davis Advisors
Industry Financial Services
Experience
Davis Advisors February 2013 - Present
Neuberger Berman October 2009 - February 2013
Davis Advisors February 1998 - September 2009
OppenheimerFunds February 1993 - January 1998
Skills
Series 63, Series 7, Wealth Management, Mutual Funds
Education
Southern Methodist University 1991 — 1993
Master's degree, Business
Texas Tech University 1983 — 1987
Bachelor of Business Administration (BBA), Finqnxe
Davis Advisors February 2013 - Present
Neuberger Berman October 2009 - February 2013
Davis Advisors February 1998 - September 2009
OppenheimerFunds February 1993 - January 1998
Skills
Series 63, Series 7, Wealth Management, Mutual Funds
Education
Southern Methodist University 1991 — 1993
Master's degree, Business
Texas Tech University 1983 — 1987
Bachelor of Business Administration (BBA), Finqnxe
Frank Ciampa's Neuberger Berman Experience June 1994 - Present
Job Senior Vice President Trading at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman June 1994 - Present
Fiduciary Trust Company International June 1991 - June 1994
Education
St. John's University 1985 — 1989
Bachelor of Science (B.S.) Finance, Finance, General
Neuberger Berman June 1994 - Present
Fiduciary Trust Company International June 1991 - June 1994
Education
St. John's University 1985 — 1989
Bachelor of Science (B.S.) Finance, Finance, General
Elias Padron's Neuberger Berman Experience March 2012 - Present
Job
Industry Financial Services
Experience
Neuberger Berman March 2012 - Present
Citizens Bank 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Saint Thomas Aquinas College
Bachelor of Science (BS), Finance, General
Neuberger Berman March 2012 - Present
Citizens Bank 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Saint Thomas Aquinas College
Bachelor of Science (BS), Finance, General
Rekha A's Neuberger Berman Experience November 2013 - October 2014
Job SAP FICO Consultant at Luxottica Group, Cincinnati
Industry Retail
Experience
Luxottica Group November 2014 - Present
Neuberger Berman November 2013 - October 2014
Swiss Re February 2012 - October 2013
Hostess Brands February 2010 - December 2011
IGP Engineer Private Limited June 2009 - November 2009
Flextronics April 2006 - May 2009
Citi February 2005 - April 2006
A. John Morris & Co June 2003 - January 2005
K. Ravi & Co June 2001 - May 2003
Skills
SAP FI/CO Configuration, SAP FICO, SAP Consulting, SAP Travel Management, SAP Implementation, SAP FI-AR, SAP FI-CA, Internal Audit, SAP ERP, SAP, Cost Accounting
Education
The Institute of Chartered Accountants of India 2004 — 2006
Chartered Accounts, Accounting and Finance
Soundararaja Vidyalaya, India 1994 — 1998
High School, Accouting and finance major
Luxottica Group November 2014 - Present
Neuberger Berman November 2013 - October 2014
Swiss Re February 2012 - October 2013
Hostess Brands February 2010 - December 2011
IGP Engineer Private Limited June 2009 - November 2009
Flextronics April 2006 - May 2009
Citi February 2005 - April 2006
A. John Morris & Co June 2003 - January 2005
K. Ravi & Co June 2001 - May 2003
Skills
SAP FI/CO Configuration, SAP FICO, SAP Consulting, SAP Travel Management, SAP Implementation, SAP FI-AR, SAP FI-CA, Internal Audit, SAP ERP, SAP, Cost Accounting
Education
The Institute of Chartered Accountants of India 2004 — 2006
Chartered Accounts, Accounting and Finance
Soundararaja Vidyalaya, India 1994 — 1998
High School, Accouting and finance major