Neuberger Berman LLC
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, NY Founded: 1939 Founders: Roy Neuberger, Robert Berman Subsidiaries: Neuberger Berman Pty Ltd, Parent organization: Neuberger Berman Group LLC
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Neuberger Berman LLC Employees
Employee
Years
Job
Industry
Emad Hanna Emad Hanna's Neuberger Berman LLC Experience January 1992 - January 2000
Job Controller at Currently Looking for a New Opportunity
Industry Accounting
Experience
Currently Looking for a New Opportunity All accounting phasesControllerStrativity GroupJanuary 2013 - May 2015
A-val Architectural Metal III, LLC January 2012 - June 2012
HBRK Associates September 2004 - December 2011
Hugh O'Kane Electric January 2000 - January 2004
Neuberger Berman, LLC January 1992 - January 2000
James Capel Inc January 1990 - January 1992
T.S.G. Management Corp January 1984 - January 1990
Skills
Purchasing, International Shipping, Budget Management, Financial Planners, Human Resources, Budgets, Accounting, Microsoft Excel, Analysis, Contract Negotiation, Business Strategy, Financial Analysis, Process Improvement, Project Management, Financial Reporting, Management, Forecasting, Payroll, Leadership, Finance, Strategic Planning
Education
New Jersey City University 1977 — 1983
BS, Accounting
Jersey City State College
B.S, Accounting
Currently Looking for a New Opportunity All accounting phasesControllerStrativity GroupJanuary 2013 - May 2015
A-val Architectural Metal III, LLC January 2012 - June 2012
HBRK Associates September 2004 - December 2011
Hugh O'Kane Electric January 2000 - January 2004
Neuberger Berman, LLC January 1992 - January 2000
James Capel Inc January 1990 - January 1992
T.S.G. Management Corp January 1984 - January 1990
Skills
Purchasing, International Shipping, Budget Management, Financial Planners, Human Resources, Budgets, Accounting, Microsoft Excel, Analysis, Contract Negotiation, Business Strategy, Financial Analysis, Process Improvement, Project Management, Financial Reporting, Management, Forecasting, Payroll, Leadership, Finance, Strategic Planning
Education
New Jersey City University 1977 — 1983
BS, Accounting
Jersey City State College
B.S, Accounting
Nicole Cawley Nicole Cawley's Neuberger Berman LLC Experience 2006 - 2009
Job Chief Financial Officer at Yum Yum Restaurant Group, LLC
Industry Financial Services
Experience
Yum Yum Restaurant Group, LLC 2013 - Present
Independent Strategy & Finance Consultant 2012 - Present
Neuberger Berman, LLC 2006 - 2009
GE Capital (Commercial Finance Division) 1997 - 2006
Subject Matter Expert 1993 - 2006
Banque Paribas 1996 - 1997
Banque Paribas 1994 - 1996
CIBC 1993 - 1994
CIBC 1989 - 1993
Citi (Citibank, N.A.) 1987 - 1989
Skills
Leadership, Banking & Finance, Budgeting & Forecasting, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Financial Risk..., Cost Control, Financial Controls, Global Communications, Six Sigma, Public Speaking, Subject Matter Expert, Negotiation, Corporate Finance, Internal Controls, Private Equity, Business Development, Capital Raising, Restaurant Management, Hospitality Management, Food & Beverage, Venture Capital, Capital Markets, Corporate Development, Due Diligence, Finance, Structured Finance, Financial Structuring, Portfolio Management, Business Planning, Strategy
Education
The Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA)
Citicorp Institute for Global Finance 1987 — 1988
University of Pennsylvania 1981 — 1985
Master of Arts (MA)
Swarthmore College 1976 — 1980
Bachelor of Arts (BA)
The Culinary Institute of America 2010 — 2011
Associate's degree
Yum Yum Restaurant Group, LLC 2013 - Present
Independent Strategy & Finance Consultant 2012 - Present
Neuberger Berman, LLC 2006 - 2009
GE Capital (Commercial Finance Division) 1997 - 2006
Subject Matter Expert 1993 - 2006
Banque Paribas 1996 - 1997
Banque Paribas 1994 - 1996
CIBC 1993 - 1994
CIBC 1989 - 1993
Citi (Citibank, N.A.) 1987 - 1989
Skills
Leadership, Banking & Finance, Budgeting & Forecasting, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Financial Risk..., Cost Control, Financial Controls, Global Communications, Six Sigma, Public Speaking, Subject Matter Expert, Negotiation, Corporate Finance, Internal Controls, Private Equity, Business Development, Capital Raising, Restaurant Management, Hospitality Management, Food & Beverage, Venture Capital, Capital Markets, Corporate Development, Due Diligence, Finance, Structured Finance, Financial Structuring, Portfolio Management, Business Planning, Strategy
Education
The Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA)
Citicorp Institute for Global Finance 1987 — 1988
University of Pennsylvania 1981 — 1985
Master of Arts (MA)
Swarthmore College 1976 — 1980
Bachelor of Arts (BA)
The Culinary Institute of America 2010 — 2011
Associate's degree
Devon Bruce Devon Bruce's Neuberger Berman LLC Experience November 2006 - June 2010
Job Investment Planning | Financial Analysis | Asset Allocation | MBA Finance Graduate
Industry Financial Services
Experience
Federal Street Advisors July 2012 - Present
NEUBERGER BERMAN LLC November 2006 - June 2010
THE AYCO CO. L.P August 2005 - October 2006
Education
Boston University 2010 — 2012
MBA, Finance
Union College 2001 — 2005
Bachelor of Arts, Economics
Federal Street Advisors July 2012 - Present
NEUBERGER BERMAN LLC November 2006 - June 2010
THE AYCO CO. L.P August 2005 - October 2006
Education
Boston University 2010 — 2012
MBA, Finance
Union College 2001 — 2005
Bachelor of Arts, Economics
Joyce LaPreta Joyce LaPreta's Neuberger Berman LLC Experience August 1991 - December 2002
Job Head of Operational Risk/Chief Compliance Officer at APG Asset Management US Inc.
Industry Financial Services
Experience
APG Asset Management US Inc. August 2014 - Present
A.R. Schmeidler & Co. Inc., a subsidiary of Hudson Valley Bank January 2013 - August 2014
Mirae Asset Global Investments (USA) LLC August 2008 - January 2013
BCG Securities, Inc September 2006 - August 2008
Wachovia Securities, LLC October 2004 - September 2006
Morgan Stanley Dean Witter & Co March 2004 - October 2004
Neuberger Berman, LLC August 1991 - December 2002
Skills
Securities, Equities, Mutual Funds, Hedge Funds, Investment Management, Investments, Management, Policy, Portfolio Management, Securities Regulation, Series 63, Series 7, Trading, Wealth Management, AML, Account Reconciliation, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Capital Markets, Compliance, Derivatives, Due Diligence, Emerging Markets, FINRA, Finance, Financial Advisory, Financial Risk, Financial Services, Fixed Annuities, Fixed Income, Investment Advisory, Operational Risk, Private Equity, Financial Regulation, Risk Management, Separately Managed..., Anti Money Laundering
Education
Long Island University
B.A, Psychology
Lafayette High School, Brooklyn, NY
APG Asset Management US Inc. August 2014 - Present
A.R. Schmeidler & Co. Inc., a subsidiary of Hudson Valley Bank January 2013 - August 2014
Mirae Asset Global Investments (USA) LLC August 2008 - January 2013
BCG Securities, Inc September 2006 - August 2008
Wachovia Securities, LLC October 2004 - September 2006
Morgan Stanley Dean Witter & Co March 2004 - October 2004
Neuberger Berman, LLC August 1991 - December 2002
Skills
Securities, Equities, Mutual Funds, Hedge Funds, Investment Management, Investments, Management, Policy, Portfolio Management, Securities Regulation, Series 63, Series 7, Trading, Wealth Management, AML, Account Reconciliation, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Capital Markets, Compliance, Derivatives, Due Diligence, Emerging Markets, FINRA, Finance, Financial Advisory, Financial Risk, Financial Services, Fixed Annuities, Fixed Income, Investment Advisory, Operational Risk, Private Equity, Financial Regulation, Risk Management, Separately Managed..., Anti Money Laundering
Education
Long Island University
B.A, Psychology
Lafayette High School, Brooklyn, NY
Doreen Severs Doreen Severs's Neuberger Berman LLC Experience 2007 - Present
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman LLC 2007 - Present
Lehman Brothers 2005 - 2007
Deutsche Bank 2003 - 2004
CIBC World Markets 1997 - 2003
Skills
Vendor Management, Asset Management, Equities, Portfolio Management, Financial Services, PMO, Due Diligence, Asset Managment, Strategy, Finance, Executive Management, Leadership, Management, Wealth Management
Education
Fairleigh Dickinson University 1983 — 1986
Master of Business Administration (M.B.A.)
The College of New Jersey 1977 — 1981
Bachelor of Science (BS), Accounting
Neuberger Berman LLC 2007 - Present
Lehman Brothers 2005 - 2007
Deutsche Bank 2003 - 2004
CIBC World Markets 1997 - 2003
Skills
Vendor Management, Asset Management, Equities, Portfolio Management, Financial Services, PMO, Due Diligence, Asset Managment, Strategy, Finance, Executive Management, Leadership, Management, Wealth Management
Education
Fairleigh Dickinson University 1983 — 1986
Master of Business Administration (M.B.A.)
The College of New Jersey 1977 — 1981
Bachelor of Science (BS), Accounting
Linda Gausten Linda Gausten's Neuberger Berman LLC Experience February 2013 - Present
Job Client Relationship Manager at Neuberger Berman LLC
Industry Banking
Experience
Neuberger Berman LLC February 2013 - Present
Glickenhaus & Co. August 1997 - 2013
The Rainbow Fund, Inc. October 1984 - August 1997
Education
New York Institute of finance 1982 — 1986
Securities Markets
New York University 1980 — 1984
BS, Finance
Neuberger Berman LLC February 2013 - Present
Glickenhaus & Co. August 1997 - 2013
The Rainbow Fund, Inc. October 1984 - August 1997
Education
New York Institute of finance 1982 — 1986
Securities Markets
New York University 1980 — 1984
BS, Finance
Paul DiLello's Neuberger Berman LLC Experience 2008 - 2014
Job Project Manager and Business Analyst at PITNEY BOWES CORP Tech Central
Industry Financial Services
Experience
Pitney Bowes 2014 - Present
PITNEY BOWES CORP 2014 - Present
NEUBERGER BERMAN, LLC 2008 - 2014
LEHMAN BROTHERS 2003 - 2008
NEUBERGER BERMAN LLC 1997 - 2003
Skills
Fixed Income, Asset Management, Portfolio/Trading..., Equities, Portfolio Management, Investments, SDLC, Trading, Wealth Management, Trading Systems, Financial Services, Business Analysis, Hedge Funds, Corporate Actions, Bloomberg, Securities, Investment Banking, Alternative Investments, Derivatives
Education
American Institute of Technology
(PMP) Project Management Professional, Information Technology Project Management
Baruch College, City University of New York (CUNY)
BBA, Computer Systems
Sacred Heart University
MBA, Finance
Pitney Bowes 2014 - Present
PITNEY BOWES CORP 2014 - Present
NEUBERGER BERMAN, LLC 2008 - 2014
LEHMAN BROTHERS 2003 - 2008
NEUBERGER BERMAN LLC 1997 - 2003
Skills
Fixed Income, Asset Management, Portfolio/Trading..., Equities, Portfolio Management, Investments, SDLC, Trading, Wealth Management, Trading Systems, Financial Services, Business Analysis, Hedge Funds, Corporate Actions, Bloomberg, Securities, Investment Banking, Alternative Investments, Derivatives
Education
American Institute of Technology
(PMP) Project Management Professional, Information Technology Project Management
Baruch College, City University of New York (CUNY)
BBA, Computer Systems
Sacred Heart University
MBA, Finance
Darice Kores Darice Kores's Neuberger Berman LLC Experience June 1993 - September 2007
Job Investment Banking Professional
Industry Investment Banking
Experience
Neuberger Berman LLC. June 1993 - September 2007
Neuberger Berman LLC / Lehman Brothers June 1993 - September 2007
A lifetime. Most recently Neuberger Berman LLC. June 1993 - September 2007
Skills
Recruiting, Investments, Series 7 & 63, CRM, Management, Hedge Funds, Financial Services, Leadership, Sales, Marketing, Strategic Planning, Mutual Funds, Mergers & Acquisitions, Customer Service, New Business Development, Management Consulting, Securities, Business Planning, Series 7, Banking, Strategy, Entrepreneurship, Negotiation
Education
Long Island University, C.W. Post Campus 1976 — 1980
B.S., Elementary Education
Neuberger Berman LLC. June 1993 - September 2007
Neuberger Berman LLC / Lehman Brothers June 1993 - September 2007
A lifetime. Most recently Neuberger Berman LLC. June 1993 - September 2007
Skills
Recruiting, Investments, Series 7 & 63, CRM, Management, Hedge Funds, Financial Services, Leadership, Sales, Marketing, Strategic Planning, Mutual Funds, Mergers & Acquisitions, Customer Service, New Business Development, Management Consulting, Securities, Business Planning, Series 7, Banking, Strategy, Entrepreneurship, Negotiation
Education
Long Island University, C.W. Post Campus 1976 — 1980
B.S., Elementary Education
James Lyman James Lyman's Neuberger Berman LLC Experience September 2010 - Present
Job Managing Director Director of Muncipal Fixed Income Research at Neuberger Berman LLC
Industry Investment Management
Experience
Neuberger Berman LLC September 2010 - Present
Oppenheimer & Co. February 2010 - December 2010
Morgan Stanley January 2009 - February 2010
Atlantic Publishing December 2008 - December 2008
Fischer Francis Trees and Watts June 2006 - July 2008
ROBECO Investment Management - Weiss, Peck & Greer April 1995 - June 2006
Weiss, Peck & Greer 1995 - 2006
Financial Guarantee Insurance Company November 1993 - April 1995
Moody's Investors Service Inc. October 1989 - October 1993
JJ Kenny 1988 - 1989
Education
New York University 1984 — 1988
John L Miller Great Neck North HS 1980 — 1984
Neuberger Berman LLC September 2010 - Present
Oppenheimer & Co. February 2010 - December 2010
Morgan Stanley January 2009 - February 2010
Atlantic Publishing December 2008 - December 2008
Fischer Francis Trees and Watts June 2006 - July 2008
ROBECO Investment Management - Weiss, Peck & Greer April 1995 - June 2006
Weiss, Peck & Greer 1995 - 2006
Financial Guarantee Insurance Company November 1993 - April 1995
Moody's Investors Service Inc. October 1989 - October 1993
JJ Kenny 1988 - 1989
Education
New York University 1984 — 1988
John L Miller Great Neck North HS 1980 — 1984
David Weintraub David Weintraub's Neuberger Berman LLC Experience 1987 - 1999
Job V.P. Tax Manager, Global Controllers at Brown Brothers Harriman & Co.
Industry Accounting
Experience
U. David Weintraub Advisory, LLC January 2007 - Present
David Weintraub, CPA, PLLC August 2004 - June 2010
Neuberger Berman LLC 1987 - 1999
Skills
Capital Markets, Securities, Tax, Tax Advisory, Valuation, Due Diligence, Strategic Financial..., Accounting, Research, Financial Analysis, Analysis, Tax Returns, Investments, Asset Management, Strategic Planning, Accountants, Mergers & Acquisitions, Auditing
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
M.B.A., Taxation (Minor: Finance)
U. David Weintraub Advisory, LLC January 2007 - Present
David Weintraub, CPA, PLLC August 2004 - June 2010
Neuberger Berman LLC 1987 - 1999
Skills
Capital Markets, Securities, Tax, Tax Advisory, Valuation, Due Diligence, Strategic Financial..., Accounting, Research, Financial Analysis, Analysis, Tax Returns, Investments, Asset Management, Strategic Planning, Accountants, Mergers & Acquisitions, Auditing
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
M.B.A., Taxation (Minor: Finance)
Joe Galli Joe Galli's Neuberger Berman LLC Experience April 1993 - March 2004
Job President at Carpenter Group
Industry Marketing and Advertising
Experience
Carpenter Group January 2015 - Present
Morton Hill Consulting, Inc. August 2009 - December 2014
Lehman Brothers April 2004 - March 2007
Neuberger Berman, LLC April 1993 - March 2004
The McGraw Hill Companies September 1991 - December 1992
Philadelphia Inquirer and Daily News September 1981 - May 1989
Skills
B2B Marketing, Marketing, Strategic Planning, Strategy, Cross-functional Team..., Start-ups, CRM, Leadership, Business Strategy, Public Relations, Advertising, Management, Team Building, Change Management, Event Management, Fundraising, Product Development, Budgets, Mentoring, Creative Direction, Analytics, Project Planning, Financial Services, Portfolio Management, Program Management, Integrated Marketing, Marketing Communications, Brand Development, Product Marketing, Social Media, Brand Management, Marketing Strategy, Team Management, Online Marketing, Operations Management, Executive Management, Direct Marketing, Strategic Partnerships, Product Management, Digital Marketing, Email Marketing, Competitive Analysis, Social Media Marketing, Business Development, Online Advertising, Team Leadership, Management Consulting
Education
Rochester Institute of Technology 1989 — 1991
M.S.
Wilkes University 1977 — 1981
B.S.
Carpenter Group January 2015 - Present
Morton Hill Consulting, Inc. August 2009 - December 2014
Lehman Brothers April 2004 - March 2007
Neuberger Berman, LLC April 1993 - March 2004
The McGraw Hill Companies September 1991 - December 1992
Philadelphia Inquirer and Daily News September 1981 - May 1989
Skills
B2B Marketing, Marketing, Strategic Planning, Strategy, Cross-functional Team..., Start-ups, CRM, Leadership, Business Strategy, Public Relations, Advertising, Management, Team Building, Change Management, Event Management, Fundraising, Product Development, Budgets, Mentoring, Creative Direction, Analytics, Project Planning, Financial Services, Portfolio Management, Program Management, Integrated Marketing, Marketing Communications, Brand Development, Product Marketing, Social Media, Brand Management, Marketing Strategy, Team Management, Online Marketing, Operations Management, Executive Management, Direct Marketing, Strategic Partnerships, Product Management, Digital Marketing, Email Marketing, Competitive Analysis, Social Media Marketing, Business Development, Online Advertising, Team Leadership, Management Consulting
Education
Rochester Institute of Technology 1989 — 1991
M.S.
Wilkes University 1977 — 1981
B.S.
Miquela Craytor's Neuberger Berman LLC Experience 2003 - 2004
Job Vice President, Industrial Initiatives & Income Mobility at NYCEDC
Industry Environmental Services
Experience
NYCEDC April 2013 - Present
NYCEDC December 2011 - March 2013
Sustainable South Bronx May 2008 - November 2011
The Bronx Tourism Council / The Bronx Overall Economic Development (BOEDC) November 2004 - October 2006
Neuberger Berman, LLC 2003 - 2004
Sidley Austin November 2000 - 2003
Skills
Sustainability, Environmental Policy, Fundraising, Non-profits, Economic Development, Environmental Awareness, Community Outreach, Research, Government, Public Policy, Public Relations, Policy Analysis, Public Speaking, Proposal Writing, Workshop Facilitation, Microsoft Office, Policy, Event Planning
Education
Pratt Institute 2003 — 2005
graduate, City and Regional Planning
University of Oregon 1996 — 2000
Planning, Public Policy and Management
NYCEDC April 2013 - Present
NYCEDC December 2011 - March 2013
Sustainable South Bronx May 2008 - November 2011
The Bronx Tourism Council / The Bronx Overall Economic Development (BOEDC) November 2004 - October 2006
Neuberger Berman, LLC 2003 - 2004
Sidley Austin November 2000 - 2003
Skills
Sustainability, Environmental Policy, Fundraising, Non-profits, Economic Development, Environmental Awareness, Community Outreach, Research, Government, Public Policy, Public Relations, Policy Analysis, Public Speaking, Proposal Writing, Workshop Facilitation, Microsoft Office, Policy, Event Planning
Education
Pratt Institute 2003 — 2005
graduate, City and Regional Planning
University of Oregon 1996 — 2000
Planning, Public Policy and Management
Craig Kingsley Craig Kingsley's Neuberger Berman LLC Experience September 1994 - January 2004
Job Institutional Equity Sales at Longbow Research
Industry Financial Services
Experience
Longbow Research August 2013 - Present
Cowen & Company September 2011 - September 2012
Soleil Securities June 2004 - June 2010
Neuberger Berman, LLC September 1994 - January 2004
Skills
Relationship Management, Key Account Development, Business Development, Institutional Equity..., Canada Market, New York Market
Education
Syracuse University
B.A., Economics
Longbow Research August 2013 - Present
Cowen & Company September 2011 - September 2012
Soleil Securities June 2004 - June 2010
Neuberger Berman, LLC September 1994 - January 2004
Skills
Relationship Management, Key Account Development, Business Development, Institutional Equity..., Canada Market, New York Market
Education
Syracuse University
B.A., Economics
Amie Segel's Neuberger Berman LLC Experience January 2011 - April 2011
Job Managing Director at Flavor Productions, LLC
Industry Entertainment
Experience
Flavor Productions, LLC August 2014 - Present
Scratch Music Group, Inc. January 2012 - June 2014
Sperry Van Ness April 2011 - January 2012
NEUBERGER BERMAN LLC January 2011 - April 2011
StudentCity.com September 2007 - May 2010
Schuyler Companies May 2006 - August 2008
Skills
Brand Activation, Interactive..., New Business Development, Social Networking, Real Estate, Event Management, Fashion, Sponsorship, Retail, DJ, Marketing, Music Industry, Buzz Marketing, Music Branding - Retail, Retail Branding, Music Festivals, Negotiation, Business Strategy, Contract Management, Business Development, Management, Event Planning
Education
Syracuse University - Martin J. Whitman School of Management
Bachelors of Science, Business Management & Entrepreneurship Studies; Business Management & Economics
Bentley University
Transfer, Economics & Business Management
Scratch DJ Academy
Flavor Productions, LLC August 2014 - Present
Scratch Music Group, Inc. January 2012 - June 2014
Sperry Van Ness April 2011 - January 2012
NEUBERGER BERMAN LLC January 2011 - April 2011
StudentCity.com September 2007 - May 2010
Schuyler Companies May 2006 - August 2008
Skills
Brand Activation, Interactive..., New Business Development, Social Networking, Real Estate, Event Management, Fashion, Sponsorship, Retail, DJ, Marketing, Music Industry, Buzz Marketing, Music Branding - Retail, Retail Branding, Music Festivals, Negotiation, Business Strategy, Contract Management, Business Development, Management, Event Planning
Education
Syracuse University - Martin J. Whitman School of Management
Bachelors of Science, Business Management & Entrepreneurship Studies; Business Management & Economics
Bentley University
Transfer, Economics & Business Management
Scratch DJ Academy
Jeff Hopper's Neuberger Berman LLC Experience March 2011 - Present
Job VP, Internal Audit at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman LLC March 2011 - Present
Ernst & Young October 2010 - March 2011
Ernst & Young October 2007 - October 2010
Ernst & Young July 2005 - October 2007
Skills
Information Security..., Governance, Risk Management, Internal Audit, SAP, Internal Controls, IT Audit, Information Technology, ERP, Assurance, Auditing, Business Analysis, Enterprise Risk..., Financial Analysis, Management, Sarbanes-Oxley Act
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
BS, Finance & Operations Management
Neuberger Berman LLC March 2011 - Present
Ernst & Young October 2010 - March 2011
Ernst & Young October 2007 - October 2010
Ernst & Young July 2005 - October 2007
Skills
Information Security..., Governance, Risk Management, Internal Audit, SAP, Internal Controls, IT Audit, Information Technology, ERP, Assurance, Auditing, Business Analysis, Enterprise Risk..., Financial Analysis, Management, Sarbanes-Oxley Act
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
BS, Finance & Operations Management
Piku Thakkar Piku Thakkar's Neuberger Berman LLC Experience January 1996 - February 2012
Job Principal at Law Office of Piku Thakkar, P.C.
Industry Law Practice
Experience
Law Office of Piku Thakkar, P.C. October 2012 - Present
SariTrade.com, Inc. April 2012 - Present
Neuberger Berman LLC January 1996 - February 2012
Depository Trust Company January 1986 - December 1995
Skills
Real Estate Transactions, Legal and Compliance, Investment Advisory, Broker-Dealer, Anti Money Laundering, Small Business, Compliance, Prime Brokerage, Legal Writing, Apparel, Foreclosures, Estate Planning, Commercial Real Estate, Short Sales, FINRA Rules, Litigation
Education
Brooklyn Law School 1988 — 1992
Juris Doctor
New York University 1983 — 1986
Bachelor of Science (BSc), Management and International Business
Law Office of Piku Thakkar, P.C. October 2012 - Present
SariTrade.com, Inc. April 2012 - Present
Neuberger Berman LLC January 1996 - February 2012
Depository Trust Company January 1986 - December 1995
Skills
Real Estate Transactions, Legal and Compliance, Investment Advisory, Broker-Dealer, Anti Money Laundering, Small Business, Compliance, Prime Brokerage, Legal Writing, Apparel, Foreclosures, Estate Planning, Commercial Real Estate, Short Sales, FINRA Rules, Litigation
Education
Brooklyn Law School 1988 — 1992
Juris Doctor
New York University 1983 — 1986
Bachelor of Science (BSc), Management and International Business
John (Jack) Ross's Neuberger Berman LLC Experience June 2008 - August 2008
Job National Accounts Manager at Vita Coco
Industry Food & Beverages
Experience
Vita Coco January 2014 - Present
Vita Coco July 2012 - December 2013
Vita Coco September 2011 - July 2012
MARS CHOCOLATE NORTH AMERICA July 2009 - May 2011
NEUBERGER BERMAN, LLC June 2008 - August 2008
Weichert Financial Services June 2007 - August 2007
Royal Bank of Scotland June 2006 - August 2006
Skills
Grocery, Investments, Portfolio Management, Direct Sales, Incentives, History, Leadership, Microsoft Excel, Budgets, Finance, Selling, Sales
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), History
Mountain Lakes High School 2001 — 2005
Vita Coco January 2014 - Present
Vita Coco July 2012 - December 2013
Vita Coco September 2011 - July 2012
MARS CHOCOLATE NORTH AMERICA July 2009 - May 2011
NEUBERGER BERMAN, LLC June 2008 - August 2008
Weichert Financial Services June 2007 - August 2007
Royal Bank of Scotland June 2006 - August 2006
Skills
Grocery, Investments, Portfolio Management, Direct Sales, Incentives, History, Leadership, Microsoft Excel, Budgets, Finance, Selling, Sales
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), History
Mountain Lakes High School 2001 — 2005
Kevin A. Pemberton Kevin A. Pemberton's Neuberger Berman LLC Experience October 2008 - Present
Job Senior Vice President, Business and Strategy Leadership Equity Subadvised Funds
Industry Investment Management
Experience
Neuberger Berman, LLC October 2008 - Present
Lehman Brothers 2006 - 2008
Clearbridge Advisers, a Legg Mason Company April 2005 - February 2006
Citigroup Asset Management May 2003 - April 2005
Putnam Investments LLC April 1998 - May 2003
Skills
Management, Acquisition Integration, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Due Diligence, Entrepreneurship, Equities, Hedge Funds, Investments, Leadership, Mutual Funds, Portfolio Management, Bloomberg, Derivatives, Start-ups, Strategic Planning, Strategy, Wealth Management, Series 7, Securities, Mergers, Financial Modeling, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Operations Management, Business Strategy and Finance
Harvard University
AB, cum laude, Social Science --Economics
Neuberger Berman, LLC October 2008 - Present
Lehman Brothers 2006 - 2008
Clearbridge Advisers, a Legg Mason Company April 2005 - February 2006
Citigroup Asset Management May 2003 - April 2005
Putnam Investments LLC April 1998 - May 2003
Skills
Management, Acquisition Integration, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Due Diligence, Entrepreneurship, Equities, Hedge Funds, Investments, Leadership, Mutual Funds, Portfolio Management, Bloomberg, Derivatives, Start-ups, Strategic Planning, Strategy, Wealth Management, Series 7, Securities, Mergers, Financial Modeling, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Operations Management, Business Strategy and Finance
Harvard University
AB, cum laude, Social Science --Economics
Christine Rogers's Neuberger Berman LLC Experience January 1993 - October 2002
Job Financial Services: Client Support, Operations Manager, and Portfolio Performance Expertise
Industry Financial Services
Experience
FolioDynamix October 2009 - May 2015
Citi (formerly BISYS) January 2005 - October 2009
FISERV/CheckFree Investment Services October 2002 - December 2004
Neuberger Berman, LLC January 1993 - October 2002
Shearson Lehman Brothers, Inc May 1990 - January 1993
Merrill Lynch November 1987 - May 1990
K Mart Apparel Corporation June 1986 - October 1987
Skills
Performance Tuning, SMA, GIPS, Mutual Funds, Wealth Management, Fixed Income, Equities, Financial Services, Securities, Product Management, Back Office, Business Analysis, Alternative Investments, Analysis, Asset Management, Business Process..., Finance, Investment Management, Management, Risk Management
Education
St. John's University 1982 — 1991
BS, Management
St. John's University New York 1982 — 1991
MBA, Finance
FolioDynamix October 2009 - May 2015
Citi (formerly BISYS) January 2005 - October 2009
FISERV/CheckFree Investment Services October 2002 - December 2004
Neuberger Berman, LLC January 1993 - October 2002
Shearson Lehman Brothers, Inc May 1990 - January 1993
Merrill Lynch November 1987 - May 1990
K Mart Apparel Corporation June 1986 - October 1987
Skills
Performance Tuning, SMA, GIPS, Mutual Funds, Wealth Management, Fixed Income, Equities, Financial Services, Securities, Product Management, Back Office, Business Analysis, Alternative Investments, Analysis, Asset Management, Business Process..., Finance, Investment Management, Management, Risk Management
Education
St. John's University 1982 — 1991
BS, Management
St. John's University New York 1982 — 1991
MBA, Finance
Jill Kennedy Jill Kennedy's Neuberger Berman LLC Experience October 2000 - December 2002
Job AVP at Jennison Associates
Industry Investment Banking
Experience
Jennison Associates October 2011 - Present
Goldman Sachs December 2002 - August 2011
Neuberger Berman, LLC October 2000 - December 2002
Education
Lafayette College 1996 — 2000
BA, Business and Economics
Jennison Associates October 2011 - Present
Goldman Sachs December 2002 - August 2011
Neuberger Berman, LLC October 2000 - December 2002
Education
Lafayette College 1996 — 2000
BA, Business and Economics
Craig Lifschutz's Neuberger Berman LLC Experience March 1997 - March 2006
Job Founder / CEO at GoodMouth, Inc.
Industry Internet
Experience
GoodMouth, Inc. March 2013 - Present
Avocation Entertainment April 2006 - Present
DG Capital Management, LLC April 2009 - September 2012
Prosper Advisors April 2006 - March 2009
Neuberger Berman, LLC March 1997 - March 2006
Bloomingdales 1996 - 1997
Expressive Threads, Inc 1995 - 1996
Skills
Alternative Investments, Media & Entertainment, Wealth Management, Investment Advisory, Entrepreneurship, Start-ups, Marketing Strategy, Investment Strategies, Sales Management, Sales, Business Strategy, Strategic Planning, Consulting, Asset Managment, Hedge Funds, Strategic Negotiations, Negotiation, Asset Management, Investments, Investor Relations, Strategy, Portfolio Management, Corporate Development, Venture Capital, Fundraising, Private Equity, Marketing, New Business Development, Strategic Partnerships, Mergers & Acquisitions, Investment Management, Funding, Emerging Markets, Due Diligence, Securities, Finance, Equities, M&A experience, Valuation
Education
New York University - Stern School of Business 2002 — 2005
MBA, Finance, Management
The George Washington University
BA, Sociology
GoodMouth, Inc. March 2013 - Present
Avocation Entertainment April 2006 - Present
DG Capital Management, LLC April 2009 - September 2012
Prosper Advisors April 2006 - March 2009
Neuberger Berman, LLC March 1997 - March 2006
Bloomingdales 1996 - 1997
Expressive Threads, Inc 1995 - 1996
Skills
Alternative Investments, Media & Entertainment, Wealth Management, Investment Advisory, Entrepreneurship, Start-ups, Marketing Strategy, Investment Strategies, Sales Management, Sales, Business Strategy, Strategic Planning, Consulting, Asset Managment, Hedge Funds, Strategic Negotiations, Negotiation, Asset Management, Investments, Investor Relations, Strategy, Portfolio Management, Corporate Development, Venture Capital, Fundraising, Private Equity, Marketing, New Business Development, Strategic Partnerships, Mergers & Acquisitions, Investment Management, Funding, Emerging Markets, Due Diligence, Securities, Finance, Equities, M&A experience, Valuation
Education
New York University - Stern School of Business 2002 — 2005
MBA, Finance, Management
The George Washington University
BA, Sociology
Steve Ovadia's Neuberger Berman LLC Experience March 1998 - March 1999
Job Senior SAP Business One Consultant at Third Wave Business Systems
Industry Computer Software
Experience
Third Wave Business Systems November 2003 - Present
ProActive Solutions December 2001 - November 2003
ACORD March 1999 - December 2001
Neuberger Berman, LLC March 1998 - March 1999
Marsh, USA October 1997 - March 1998
Marsh, USA October 1995 - October 1997
Marsh, USA May 1994 - September 1995
Software Solutions May 1992 - May 1994
Drake Business School January 1993 - April 1994
IBM November 1990 - May 1992
Skills
SQL, Databases, Software Development, Project Implementation, Consultancy, Requirements Analysis, Systems Analysis, Business Process, Process Improvement, Process Engineering, Business Process..., Change Management, Business Analysis, Business Intelligence, ERP, SAP Business One, SQL Server, Crystal Reports, Visual Basic, Orbis TaskCentre, Access, Documentation, Integration, Team Management, Microsoft Office, Visio, Inventory Management, Excel, Analysis, Software Project..., Microsoft SQL Server, Management, Software Documentation, SAP, Requirements Gathering, Troubleshooting, Project Management, Consulting, T-SQL, CRM, SharePoint, Software Implementation, SSRS, Microsoft Dynamics, SaaS, Data Migration, SDLC, Enterprise Software, Microsoft Excel
Education
Binghamton University 1989 — 1991
B.S., Industrial Engineering Technology
Rockland Community College 1987 — 1989
A.A.S., Electrical Technology
Third Wave Business Systems November 2003 - Present
ProActive Solutions December 2001 - November 2003
ACORD March 1999 - December 2001
Neuberger Berman, LLC March 1998 - March 1999
Marsh, USA October 1997 - March 1998
Marsh, USA October 1995 - October 1997
Marsh, USA May 1994 - September 1995
Software Solutions May 1992 - May 1994
Drake Business School January 1993 - April 1994
IBM November 1990 - May 1992
Skills
SQL, Databases, Software Development, Project Implementation, Consultancy, Requirements Analysis, Systems Analysis, Business Process, Process Improvement, Process Engineering, Business Process..., Change Management, Business Analysis, Business Intelligence, ERP, SAP Business One, SQL Server, Crystal Reports, Visual Basic, Orbis TaskCentre, Access, Documentation, Integration, Team Management, Microsoft Office, Visio, Inventory Management, Excel, Analysis, Software Project..., Microsoft SQL Server, Management, Software Documentation, SAP, Requirements Gathering, Troubleshooting, Project Management, Consulting, T-SQL, CRM, SharePoint, Software Implementation, SSRS, Microsoft Dynamics, SaaS, Data Migration, SDLC, Enterprise Software, Microsoft Excel
Education
Binghamton University 1989 — 1991
B.S., Industrial Engineering Technology
Rockland Community College 1987 — 1989
A.A.S., Electrical Technology
Nita Ertel's Neuberger Berman LLC Experience October 2000 - October 2003
Job Manager/Senior Analyst
Industry Financial Services
Experience
Rockit Solutions, LLC, A Rockefeller Company November 2010 - March 2014
Rockit Solutions, LLC, A Rockefeller Company July 2008 - November 2010
Rockefeller & Co., Inc. November 2006 - July 2008
Neuberger Berman, LLC, Lehman Brothers, Inc. October 2003 - October 2006
Century 21 June 2002 - June 2006
Neuberger Berman, LLC October 2000 - October 2003
Prudential Investments June 1999 - October 2000
Prudential Investments March 1998 - June 1999
NYC Office of the Comptroller January 1997 - March 1998
NYC Department of Business Services January 1996 - January 1997
Skills
Project Management, Business Process..., Client Relations, Vendor Relationship..., Strategic Planning, Reporting & Analysis, Business Development, Cross-functional Team..., Software Quality..., Software Development..., Quality Assurance, Business Requirements, Systems Analysis, Functional..., User Acceptance Testing, Regression Testing, Defect Tracking, Financial Services, Investment Advisory, Asset Management, Private Asset Management, Wealth Asset Management, Institutional..., Performance Reporting, Performance Measurement, Performance Attribution, Financial Analysis, Due Diligence, Data Analysis, Portfolio Management, Equities, Fixed Income, Mutual Funds, Securities, Investments, Real Estate, Asset Allocation, Monte Carlo Simulation, Management
Education
Fordham Gabelli School of Business
MBA, Finance
Rockit Solutions, LLC, A Rockefeller Company November 2010 - March 2014
Rockit Solutions, LLC, A Rockefeller Company July 2008 - November 2010
Rockefeller & Co., Inc. November 2006 - July 2008
Neuberger Berman, LLC, Lehman Brothers, Inc. October 2003 - October 2006
Century 21 June 2002 - June 2006
Neuberger Berman, LLC October 2000 - October 2003
Prudential Investments June 1999 - October 2000
Prudential Investments March 1998 - June 1999
NYC Office of the Comptroller January 1997 - March 1998
NYC Department of Business Services January 1996 - January 1997
Skills
Project Management, Business Process..., Client Relations, Vendor Relationship..., Strategic Planning, Reporting & Analysis, Business Development, Cross-functional Team..., Software Quality..., Software Development..., Quality Assurance, Business Requirements, Systems Analysis, Functional..., User Acceptance Testing, Regression Testing, Defect Tracking, Financial Services, Investment Advisory, Asset Management, Private Asset Management, Wealth Asset Management, Institutional..., Performance Reporting, Performance Measurement, Performance Attribution, Financial Analysis, Due Diligence, Data Analysis, Portfolio Management, Equities, Fixed Income, Mutual Funds, Securities, Investments, Real Estate, Asset Allocation, Monte Carlo Simulation, Management
Education
Fordham Gabelli School of Business
MBA, Finance
Katherine Maciag Cavanaugh's Neuberger Berman LLC Experience February 2000 - May 2001
Job AVP Short Term Liquidity Trader at LaSalle Bank
Industry Financial Services
Experience
LaSalle Bank September 2003 - Present
Brown Brothers Harriman November 2001 - September 2003
Neuberger Berman LLC February 2000 - May 2001
Education
University of North Carolina at Greensboro 1995 — 1999
LaSalle Bank September 2003 - Present
Brown Brothers Harriman November 2001 - September 2003
Neuberger Berman LLC February 2000 - May 2001
Education
University of North Carolina at Greensboro 1995 — 1999
Tracy S. Scott's Neuberger Berman LLC Experience November 2000 - Present
Job Neuberger Berman LLC
Industry Financial Services
Experience
Neuberger Berman, LLC November 2000 - Present
National Bank of Canada June 1988 - November 2000
Skills
Risk Management, Mutual Funds, Investments, Asset Management, Bloomberg, Wealth Management, Portfolio Management, Securities, Financial Services, Financial Analysis, Equities, Equity Research
Education
Dominican Commercial High Scool
Laguardia Community College
Neuberger Berman, LLC November 2000 - Present
National Bank of Canada June 1988 - November 2000
Skills
Risk Management, Mutual Funds, Investments, Asset Management, Bloomberg, Wealth Management, Portfolio Management, Securities, Financial Services, Financial Analysis, Equities, Equity Research
Education
Dominican Commercial High Scool
Laguardia Community College
Gordon Froeb's Neuberger Berman LLC Experience July 2003 - February 2012
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman February 2012 - Present
Neuberger Berman, LLC July 2003 - February 2012
Sanford C. Bernstein & Co., Inc. July 1994 - March 2001
Skills
Asset Managment, Fixed Income, Hedge Funds, Equities, Investment Management, Portfolio Management, Alternative Investments, Investments
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 1989 — 1993
BA, History
Neuberger Berman February 2012 - Present
Neuberger Berman, LLC July 2003 - February 2012
Sanford C. Bernstein & Co., Inc. July 1994 - March 2001
Skills
Asset Managment, Fixed Income, Hedge Funds, Equities, Investment Management, Portfolio Management, Alternative Investments, Investments
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 1989 — 1993
BA, History
Michaela Ricco's Neuberger Berman LLC Experience February 1993 - August 1994
Job Senior Product Manager at CheckFree
Industry Financial Services
Experience
Fiserv EFT September 1994 - Present
Neuberger Berman, LLC February 1993 - August 1994
Skills
Requirements Gathering, Business Analysis, Portfolio Management, Business Process..., Process Improvement, Software Documentation, Integration, Unix, Visio, Analysis, Trading Systems, Requirements Analysis, SDLC, MS Project, Business Intelligence, Vendor Management, Disaster Recovery, SQL, User Acceptance Testing, Software Project...
Education
Rutgers University-New Brunswick 1988 — 1992
Bachelor’s Degree
Fiserv EFT September 1994 - Present
Neuberger Berman, LLC February 1993 - August 1994
Skills
Requirements Gathering, Business Analysis, Portfolio Management, Business Process..., Process Improvement, Software Documentation, Integration, Unix, Visio, Analysis, Trading Systems, Requirements Analysis, SDLC, MS Project, Business Intelligence, Vendor Management, Disaster Recovery, SQL, User Acceptance Testing, Software Project...
Education
Rutgers University-New Brunswick 1988 — 1992
Bachelor’s Degree
Frank Tata, AAMS's Neuberger Berman LLC Experience October 2003 - December 2004
Job Business Management Strategist ~ Product Accounting/Finance & Control Specialist for BrokerDealers & Banks
Industry Financial Services
Experience
Daiwa Capital Markets, USA July 2006 - Present
FIMAT USA, LLC January 2005 - July 2006
Neuberger Berman, LLC October 2003 - December 2004
Daiwa Securities America, Inc. March 2000 - February 2003
Skills
Increase Productivity, Innovative Problem..., Support Business..., Bloomberg, Informatica, Portia, Microsoft Office (Word..., Fixed Income, Hedge Funds, Management, Strategy, Risk Management, Securities, Accounting, Trading, Internal Audit, Equities, Swaps, Options, Process Improvement
Education
New York University 2009 — 2010
Master of Science (MS), Management & Systems
Pace University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Daiwa Capital Markets, USA July 2006 - Present
FIMAT USA, LLC January 2005 - July 2006
Neuberger Berman, LLC October 2003 - December 2004
Daiwa Securities America, Inc. March 2000 - February 2003
Skills
Increase Productivity, Innovative Problem..., Support Business..., Bloomberg, Informatica, Portia, Microsoft Office (Word..., Fixed Income, Hedge Funds, Management, Strategy, Risk Management, Securities, Accounting, Trading, Internal Audit, Equities, Swaps, Options, Process Improvement
Education
New York University 2009 — 2010
Master of Science (MS), Management & Systems
Pace University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Alla Ivnitskaya's Neuberger Berman LLC Experience June 2000 - August 2000
Job Tax at HighBrook Investment Management
Industry Real Estate
Experience
HighBrook Investors January 2015 - Present
Rouse Properties, Inc. March 2012 - December 2014
PKF O'Connor Davies, LLP November 2009 - February 2012
KPMG February 2007 - June 2009
FMC Construction LLC March 2001 - February 2007
Neuberger Berman, LLC June 2000 - August 2000
MiREM, LLC May 1999 - June 2000
Education
Baruch College, City University of New York (CUNY)
BBA
Baruch College, City University of New York (CUNY)
MS
HighBrook Investors January 2015 - Present
Rouse Properties, Inc. March 2012 - December 2014
PKF O'Connor Davies, LLP November 2009 - February 2012
KPMG February 2007 - June 2009
FMC Construction LLC March 2001 - February 2007
Neuberger Berman, LLC June 2000 - August 2000
MiREM, LLC May 1999 - June 2000
Education
Baruch College, City University of New York (CUNY)
BBA
Baruch College, City University of New York (CUNY)
MS
Amanda Eugenia's Neuberger Berman LLC Experience November 2008 - July 2013
Job Assistant Vice President Office Manager at Mizuho
Industry Financial Services
Experience
Mizuho Securities USA Inc. August 2015 - Present
JPMorgan Chase October 2013 - August 2015
MacAndrews & Forbes Holdings Inc. July 2013 - October 2013
NEUBERGER BERMAN LLC November 2008 - July 2013
BEAR, STEARNS & CO. INC April 2006 - June 2008
GCP CAPITAL GROUP June 2004 - March 2006
AccountNet, Inc June 2001 - April 2004
Skills
Onboarding, Human Resources, QuickBooks, Travel Arrangements, Spreadsheets, Outlook, Microsoft Excel, PowerPoint, Customer Service, Management, Office Management, Administrative..., Employee Relations, Training, Recruiting, Microsoft Office, Leadership, Process Improvement, Vendor Management, Microsoft Word, PeopleSoft, Finance, Employee Benefits, Budgets, Asset Management, Accounting, Alternative Investments, Portfolio Management, Banking, Financial Analysis, Equities
Education
Barton College 1993 — 1996
Broadcast Communications
Barton College 1993 — 1996
Broadcast Journalism
Mizuho Securities USA Inc. August 2015 - Present
JPMorgan Chase October 2013 - August 2015
MacAndrews & Forbes Holdings Inc. July 2013 - October 2013
NEUBERGER BERMAN LLC November 2008 - July 2013
BEAR, STEARNS & CO. INC April 2006 - June 2008
GCP CAPITAL GROUP June 2004 - March 2006
AccountNet, Inc June 2001 - April 2004
Skills
Onboarding, Human Resources, QuickBooks, Travel Arrangements, Spreadsheets, Outlook, Microsoft Excel, PowerPoint, Customer Service, Management, Office Management, Administrative..., Employee Relations, Training, Recruiting, Microsoft Office, Leadership, Process Improvement, Vendor Management, Microsoft Word, PeopleSoft, Finance, Employee Benefits, Budgets, Asset Management, Accounting, Alternative Investments, Portfolio Management, Banking, Financial Analysis, Equities
Education
Barton College 1993 — 1996
Broadcast Communications
Barton College 1993 — 1996
Broadcast Journalism
Sean Gorman's Neuberger Berman LLC Experience February 2005 - June 2010
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
Carolyn Pope's Neuberger Berman LLC Experience December 2005 - Present
Job Vice President at Neuberger Berman LLC
Industry Financial Services
Experience
Neuberger Berman LLC December 2005 - Present
US Trust 2003 - July 2005
Wells Fargo 2001 - 2003
Texas Commerce Bank (Chase) 1987 - 2001
Skills
Business Development, Equities, Investments, Hedge Funds, Alternative Investments, Portfolio Management, Fixed Income, Fundraising, Series 7, Strategic Planning, Management, Leadership, Sales, Risk Management, Financial Analysis, Investment Management, Due Diligence, Mergers & Acquisitions, Finance
Education
University of Houston 1983 — 1987
Master of Business Administration (MBA), Accounting and Finance
CFP
Neuberger Berman LLC December 2005 - Present
US Trust 2003 - July 2005
Wells Fargo 2001 - 2003
Texas Commerce Bank (Chase) 1987 - 2001
Skills
Business Development, Equities, Investments, Hedge Funds, Alternative Investments, Portfolio Management, Fixed Income, Fundraising, Series 7, Strategic Planning, Management, Leadership, Sales, Risk Management, Financial Analysis, Investment Management, Due Diligence, Mergers & Acquisitions, Finance
Education
University of Houston 1983 — 1987
Master of Business Administration (MBA), Accounting and Finance
CFP
AnnCecilia Siguenza's Neuberger Berman LLC Experience 1991 - 2004
Job PSR at Orthopedics and Sports Medicine
Industry Information Services
Experience
Orthopedics and Sports Medicine January 2011 - Present
Lehman Brothers September 2004 - October 2008
Neuberger Berman May 1991 - September 2004
Neuberger Berman LLC 1991 - 2004
Skills
Business Analysis, Databases, Disaster Recovery, Equities, Fixed Income, IT Operations, Market Data
Education
Mount Saint Mary College
Business Mgmt
Orthopedics and Sports Medicine January 2011 - Present
Lehman Brothers September 2004 - October 2008
Neuberger Berman May 1991 - September 2004
Neuberger Berman LLC 1991 - 2004
Skills
Business Analysis, Databases, Disaster Recovery, Equities, Fixed Income, IT Operations, Market Data
Education
Mount Saint Mary College
Business Mgmt
Arleny Quezada's Neuberger Berman LLC Experience 2009 - Present
Job
Industry Financial Services
Experience
Neuberger Berman LLC 2009 - Present
Citibank 2004 - 2009
Skills
Series 63, Series 6, Securities, Portfolio Management, Options, Mutual Funds, Financial Analysis, Equities, Credit Analysis, Financial Services, Investments, Banking, Bloomberg, Finance, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Finance
Fordham University 1999 — 2003
BS, Marketing
Université Jean Moulin (Lyon III)
International Business Seminar 1/2013
Neuberger Berman LLC 2009 - Present
Citibank 2004 - 2009
Skills
Series 63, Series 6, Securities, Portfolio Management, Options, Mutual Funds, Financial Analysis, Equities, Credit Analysis, Financial Services, Investments, Banking, Bloomberg, Finance, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Finance
Fordham University 1999 — 2003
BS, Marketing
Université Jean Moulin (Lyon III)
International Business Seminar 1/2013
Kunjan Sheth's Neuberger Berman LLC Experience February 2009 - February 2011
Job Compliance Associate at Baron Capital
Industry Financial Services
Experience
Baron Capital November 2012 - Present
PIMCO Investments March 2011 - November 2012
Neuberger Berman LLC February 2009 - February 2011
Westrock Advisors Inc October 2004 - January 2009
Skills
FINRA, Series 7, Securities, Series 24, Series 63, KYC, Equities, Uniform Combined State..., Securities Regulation, Alternative Investments, Fixed Income, Investments, Options, Broker-Dealer, Separately Managed..., Asset Management, USA PATRIOT Act, ADV Filings, FINRA Registrations, Written Supervisory..., Disaster Recovery, Business Continuity, Code of Ethics, Policies & Procedures...
Education
SUNY 2000 — 2004
Bachelor of Arts, History, English MinorSkills and Languages
SUNY Geneseo 2000 — 2004
Bachelor of Arts (B.A.), History
Baron Capital November 2012 - Present
PIMCO Investments March 2011 - November 2012
Neuberger Berman LLC February 2009 - February 2011
Westrock Advisors Inc October 2004 - January 2009
Skills
FINRA, Series 7, Securities, Series 24, Series 63, KYC, Equities, Uniform Combined State..., Securities Regulation, Alternative Investments, Fixed Income, Investments, Options, Broker-Dealer, Separately Managed..., Asset Management, USA PATRIOT Act, ADV Filings, FINRA Registrations, Written Supervisory..., Disaster Recovery, Business Continuity, Code of Ethics, Policies & Procedures...
Education
SUNY 2000 — 2004
Bachelor of Arts, History, English MinorSkills and Languages
SUNY Geneseo 2000 — 2004
Bachelor of Arts (B.A.), History
Brent McDonough's Neuberger Berman LLC Experience June 2011 - August 2011
Job Marketing Cloud Team at Oracle
Industry Information Technology and Services
Experience
Oracle September 2014 - Present
Oracle June 2013 - August 2014
Oracle June 2012 - May 2013
Neuberger Berman LLC June 2011 - August 2011
Skills
Spanish, Excel, Word, PowerPoint, Lead Generation, Microsoft Office, CRM, Project Management, Solution Selling, Strategic Planning, Social Media, Data Analysis, Sales Process, Financial Modeling, Microsoft Excel, Project Planning, Change Management, Strategy, Microsoft Word, Tape Backup, Tape, Tape Management, Tape Libraries, Tape Storage, English
Education
Colgate University 2008 — 2012
BA, International Relations, Spanish
Tuck School of Business at Dartmouth 2010 — 2010
Business Bridge Program, N/A
University of Granada 2010 — 2010
Study Abroad, Spanish Language, Political Science
Delbarton School 2004 — 2008
Oracle September 2014 - Present
Oracle June 2013 - August 2014
Oracle June 2012 - May 2013
Neuberger Berman LLC June 2011 - August 2011
Skills
Spanish, Excel, Word, PowerPoint, Lead Generation, Microsoft Office, CRM, Project Management, Solution Selling, Strategic Planning, Social Media, Data Analysis, Sales Process, Financial Modeling, Microsoft Excel, Project Planning, Change Management, Strategy, Microsoft Word, Tape Backup, Tape, Tape Management, Tape Libraries, Tape Storage, English
Education
Colgate University 2008 — 2012
BA, International Relations, Spanish
Tuck School of Business at Dartmouth 2010 — 2010
Business Bridge Program, N/A
University of Granada 2010 — 2010
Study Abroad, Spanish Language, Political Science
Delbarton School 2004 — 2008
Aimee Marcus's Neuberger Berman LLC Experience October 1994 - March 1997
Job Client Service Manager at Language Lizard LLC
Industry Financial Services
Experience
Language Lizard LLC July 2010 - Present
J.P. Morgan December 2001 - April 2005
JP Morgan March 2000 - December 2001
JP Morgan March 1997 - March 2000
NEUBERGER BERMAN, LLC October 1994 - March 1997
Skills
Asset Management, Client Service, Securities, Mutual Funds, Investments
Education
State University of New York at Buffalo 1990 — 1994
BS, Accounting
University at Buffalo 1990 — 1994
BS, Accounting
Language Lizard LLC July 2010 - Present
J.P. Morgan December 2001 - April 2005
JP Morgan March 2000 - December 2001
JP Morgan March 1997 - March 2000
NEUBERGER BERMAN, LLC October 1994 - March 1997
Skills
Asset Management, Client Service, Securities, Mutual Funds, Investments
Education
State University of New York at Buffalo 1990 — 1994
BS, Accounting
University at Buffalo 1990 — 1994
BS, Accounting
Jason Delevante's Neuberger Berman LLC Experience February 2008 - June 2011
Job Senior Business Development Executive at Relationship Science
Industry Information Technology and Services
Experience
Relationship Science March 2013 - Present
Bloomberg June 2011 - March 2013
Neuberger Berman May 2010 - June 2011
Neuberger Berman LLC February 2008 - June 2011
KLS Professional July 2006 - July 2007
UBS Financial Services July 2004 - July 2006
Skills
Equities, Fixed Income, Mutual Funds, Investments, Trading, Sales Operations, Sales, Business Planning, Sales Process, Cold Calling, Analysis, Series 7, Teamwork, Building Relationships, Strategic Leadership
Education
Mount Saint Mary's College
Bachelor's degree, Finance
Relationship Science March 2013 - Present
Bloomberg June 2011 - March 2013
Neuberger Berman May 2010 - June 2011
Neuberger Berman LLC February 2008 - June 2011
KLS Professional July 2006 - July 2007
UBS Financial Services July 2004 - July 2006
Skills
Equities, Fixed Income, Mutual Funds, Investments, Trading, Sales Operations, Sales, Business Planning, Sales Process, Cold Calling, Analysis, Series 7, Teamwork, Building Relationships, Strategic Leadership
Education
Mount Saint Mary's College
Bachelor's degree, Finance
James McGann's Neuberger Berman LLC Experience June 2006 - April 2007
Job Internal Trade Coordinator at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Lord, Abbett & Co. LLC February 2012 - May 2015
Lord, Abbett & Co. LLC April 2008 - February 2012
Neuberger Berman LLC June 2006 - April 2007
Skills
Grant Writing, Editing, Non-profits, Fixed Income, Research, Asset Management, Event Planning, Mutual Funds, Social Media, Microsoft Office, Management, PowerPoint, Public Speaking, Equities, Teaching, Investment Management
Education
Temple University 2007 — 2007
PhD, American History
Fordham University 2005 — 2006
Master of Arts, History
Fordham University 2000 — 2005
Bachelor of Arts, History
JPMorgan Chase & Co. May 2015 - Present
Lord, Abbett & Co. LLC February 2012 - May 2015
Lord, Abbett & Co. LLC April 2008 - February 2012
Neuberger Berman LLC June 2006 - April 2007
Skills
Grant Writing, Editing, Non-profits, Fixed Income, Research, Asset Management, Event Planning, Mutual Funds, Social Media, Microsoft Office, Management, PowerPoint, Public Speaking, Equities, Teaching, Investment Management
Education
Temple University 2007 — 2007
PhD, American History
Fordham University 2005 — 2006
Master of Arts, History
Fordham University 2000 — 2005
Bachelor of Arts, History
Jeffrey Lipton's Neuberger Berman LLC Experience February 2005 - September 2010
Job Managing Director Head of Municipal Research & Strategy at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. June 2014 - Present
MetLife October 2010 - June 2014
Neuberger Berman LLC February 2005 - September 2010
Weiss, Peck & Greer LLC September 2000 - January 2005
PaineWebber 1994 - 2000
Dean Witter 1984 - 1994
Skills
Portfolio Management, Investments, Fixed Income, Risk Management, Career Training &..., Municipal Research, Management, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Securities
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
BSBA, Finance
Oppenheimer & Co. Inc. June 2014 - Present
MetLife October 2010 - June 2014
Neuberger Berman LLC February 2005 - September 2010
Weiss, Peck & Greer LLC September 2000 - January 2005
PaineWebber 1994 - 2000
Dean Witter 1984 - 1994
Skills
Portfolio Management, Investments, Fixed Income, Risk Management, Career Training &..., Municipal Research, Management, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Securities
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
BSBA, Finance
John Figueroa's Neuberger Berman LLC Experience May 2013 - Present
Job Fixed Income Portfolio Accounting Anayst (Contractor) at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman LLC May 2013 - Present
Neuberger Berman May 2013 - Present
Merrill Lynch April 1995 - June 2012
Pershing February 1991 - April 1995
First Options October 1988 - February 1991
Pershing March 1986 - October 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, AS400 system, TRACQS, Encore, PowerPoint, 10 Key, OATS, Options, Outlook, Account Reconciliation, Securities, Equities, Portia, Wall Street Office
Education
Indiana University-Northwest 1989 — 1990
Business/Commerce, General
Bishop Noll Institute 1983 — 1985
St. Lawrence Seminary 1981 — 1983
Neuberger Berman LLC May 2013 - Present
Neuberger Berman May 2013 - Present
Merrill Lynch April 1995 - June 2012
Pershing February 1991 - April 1995
First Options October 1988 - February 1991
Pershing March 1986 - October 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, AS400 system, TRACQS, Encore, PowerPoint, 10 Key, OATS, Options, Outlook, Account Reconciliation, Securities, Equities, Portia, Wall Street Office
Education
Indiana University-Northwest 1989 — 1990
Business/Commerce, General
Bishop Noll Institute 1983 — 1985
St. Lawrence Seminary 1981 — 1983