Och-Ziff Capital Management
Industry: Hedge fund company
DescriptionOch-Ziff Capital Management Group is an American hedge fund manager and global alternative asset management firm. The firm operates multiple investment strategies, including multi-strategy, credit, real estate and energy. CEO: Robert S. Shafir (Feb 5, 2018–) Founder: Daniel Och Headquarters: New York City, NY Subsidiaries: OZ MANAGEMENT LLC,
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Och-Ziff Capital Management Employees
Tenzing Global Investors 2010 - Present
Millennium Partners 2009 - 2010
Och-Ziff Capital Management 2004 - 2009
The Pritzker Organization 2000 - 2002
L.E.K. Consulting 1997 - 2000
Skills
Private Equity, Venture Capital, Investments, Financial Modeling, Valuation, Hedge Funds, Alternative Investments, Due Diligence, LBO, Mergers, Asset Management, Entrepreneurship, Portfolio Management, Start-ups, Strategic Consulting, Investment Management, Investment Banking, Corporate Finance, Emerging Markets, Corporate Development, Mergers & Acquisitions
Education
Stanford Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
University of Chicago 1993 — 1997
Bachelor of Arts (BA), Economics
Accenture February 2014 - Present
Bartec GmbH February 2013 - July 2013
Och-Ziff Capital Management March 2010 - July 2012
Citi January 2008 - March 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Bookkeeping, Financial Reporting, Customer Service, Auditing, Financial Modeling, Management Consulting, Project Planning, Finance, Project Management, Forecasting, Business Analysis, Valuation, Data Analysis, Risk Management
Education
Purdue University - Krannert School of Management 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor of Arts (B.A.), Economics
The Depository Trust & Clearing Corporation June 2014 - Present
Och-Ziff Capital Management July 2013 - June 2014
Grant Thornton LLP August 2012 - July 2013
Grant Thornton LLP August 2010 - July 2012
Grant Thornton LLP October 2008 - July 2010
Skills
Auditing, Accounting, Microsoft Excel, Microsoft Office, Financial Reporting, Financial Accounting, SEC filings, US GAAP, Financial Services, GAAP, External Audit, Internal Controls, Assurance, Sarbanes-Oxley Act, CPA, SEC Filings
Education
Lehigh University 2004 — 2008
BS, Accounting, Finance
Och-Ziff Capital Management September 2015 - Present
Och-Ziff Capital Management August 2012 - August 2015
Gargoyle Strategic Investments October 2011 - July 2012
Gargoyle Strategic Investments July 1999 - September 2009
Wells Fargo August 1998 - August 1999
Hewlett-Packard May 1995 - June 1998
Visa September 1991 - April 1995
Skills
Derivatives, Trading, Trading Systems, ETFs, Market Making, Electronic Trading, Risk Management, Series 7, Equity Derivatives, Business Analysis, Volatility Arbitrage, Equities, SQL, Matlab, Project Management, Investments, Microsoft Excel, Quality Assurance, UAT coordination, SDLC, Equity Indices, Front Office Trading..., Product Management, smart order routing, Compliance, Index Arbitrage, Liquidity Risk, C#, Agile Application..., TFS
Education
Oberlin College
B.A., Math
Och-Ziff Capital Management November 2012 - Present
Duff & Phelps February 2011 - November 2012
Skills
Capital IQ, Bloomberg, Thompson One, Microsoft Office, Capital Markets, Hedge Funds, Private Equity, Equities, Equity Research, Portfolio Management, Equity Valuation, Valuation, Financial Modeling, Alternative Investments, Corporate Finance, Investments, Financial Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BA, Finance, Cum Laude
Och-Ziff Capital Management March 2015 - Present
Goldman Sachs July 2013 - March 2015
Credit Suisse 2012 - 2012
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2013
HBA, Honors Business Administration
London School of Economics and Political Science 2011 — 2011
Summer Program, Financial Markets and Economics
J.P. Morgan May 2014 - Present
VIDRIO Financial LLC December 2013 - April 2014
Lazard Asset Management October 2012 - December 2013
UPTON REALTY GROUP, Estate Agents & Property Stewards November 2012 - March 2013
Och-Ziff Capital Management October 2007 - July 2012
Och-Ziff Capital Management 2007 - 2012
GlobeOp Financial Services July 2006 - September 2007
Skills
Accounting, Hedge Funds, Financial Analysis, Account Reconciliation, General Ledger, Cash Management, Bloomberg, Fund Of Funds, Fund Accounting, Bonds, Options, Investor Relations, Swaps, Derivatives, Alternative Investments, Credit Derivatives, Structured Finance
Education
SUNY Stony Brook 2002 — 2005
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Stony Brook University
B.S, Business Management; Finance
Allianz Global Investors May 2015 - August 2015
PIMCO February 2015 - February 2015
Och-Ziff Capital Management December 2014 - December 2014
Morgan Stanley Wealth Management March 2013 - October 2013
Morgan Stanley May 2007 - October 2013
Morgan Stanley March 2007 - May 2007
Keefe, Bruyette & Woods Asset Management (KBWAM) January 2007 - March 2007
Cushman & Wakefield December 2006 - December 2006
Skills
Outlook, Training, Research, Finance, Relationship Management, Building Relationships, Social Networking, Project Management, Real Estate, Change Management, Program Management, Online Research, Analyze Problems, Analyze Information, Solutions Focused, Organizational..., Project Management Plan, Program Budgeting, Process Analysis, Professional Experience, Corporate Development, Project Coordination, Program Coordination, Collaborative Problem..., Collaborative Leadership, Judgment, Analytical Skills, Analysis, Reliable, Communication Skills, Strategic Planning, Time Management, Conflict Management, Conflict Resolution, Psychology, Motivated self-starter, Highly motivated..., Solution Focused, Close Attention to..., Follow-through Skills, Following Up, Microsoft Office, Process Improvement, SharePoint, Office Administration, Teamwork, Financial Services, Budgets, Vendor management, Vendor Management
Education
New School for Social Research 2006 — 2006
MA, Psychology
Sarah Lawrence College 1994 — 2002
BA & MA, Psychology
Bloomberg LP March 2015 - Present
Bloomberg June 2010 - Present
Och-Ziff Capital Management December 2007 - June 2010
Morgan Stanley July 2005 - December 2007
Skills
Equities, Derivatives, Bloomberg, Bloomberg Terminal, Trading Systems, Financial Markets, Hedge Funds, Securities, Options, Equity Derivatives, Equity Trading, Financial Analysis, CDS, Securities Lending, Market Data
Education
Manhattan College 2001 — 2005
Bachelor of Science (B.S.), Finance, General
The PeterSan Group and PeterSan Legal Staffing December 2012 - Present
Haitian Consulate of New York July 2012 - January 2014
Och-Ziff Capital Management May 2012 - June 2012
March of Dimes January 2012 - March 2012
Student Government Association September 2010 - December 2011
Haitian American Student Association May 2009 - May 2011
Brooklyn Neighbourhood Improvement Association July 2010 - August 2010
Skills
Fundraising, Data Entry, PowerPoint, Advertising, Non-profits, Microsoft Word, Nonprofits, Research, MS Office 2003, 2007, &..., Creative Writing, Newsletters, Microsoft Excel, Teamwork, QuickBooks, Temp Wizard, Sales, Access, Time Management, Social Networking, Administrative..., Event Planning, Outlook, Administrative...
Education
The New School 2014 — 2017
Master's degree, Non-Profit/Public/Organizational Management
Berkeley College-New York 2009 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Rutgers Business School August 2014 - Present
Bristol-Myers Squibb June 2015 - August 2015
Och-Ziff Capital Management August 2012 - May 2014
Cravath, Swaine & Moore LLP July 2010 - August 2012
Amnesty International USA May 2009 - August 2009
Visiting Nurse Service of New York June 2008 - August 2008
Skills
Adobe Acrobat, Microsoft Excel, Microsoft Word, PowerPoint, Investor Reporting, Company Presentations, Presentation Development, Marketing Material..., Capital Markets, Hedge Funds, Credit, Private Equity, Real Estate Private..., Mergers & Acquisitions, Alternative Investments, Securities, Bloomberg Terminal, Financial Modeling, Analysis, Data Analysis, Public Speaking, Leadership, Research
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
Tuck School of Business at Dartmouth
Business Bridge Program
Trinity College-Hartford 2006 — 2010
Bachelor of Arts (BA), International Studies, 3.67
Universidad de Córdoba
Study Abroad, 3.67
Och-Ziff Capital Management January 2014 - Present
Och-Ziff Capital Management June 2011 - January 2014
Deutsche Bank July 2007 - June 2011
AllianceBernstein July 2005 - July 2007
Skills
Equities, Trading, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Capital Markets, Valuation
Education
Syracuse University 2001 — 2005
Bachelors Degree, Finance
American Shakespeare Center May 2014 - Present
Och-Ziff Capital Management August 2013 - May 2014
The Beatrice Inn November 2012 - September 2013
Great Lakes Theater September 2012 - November 2012
Crave Sushi Bar and Lounge May 2012 - August 2012
The Henry Ford Museum/Greenfield Village April 2010 - August 2012
Wayne State University August 2009 - May 2012
Brown Derby Roadhouse August 2006 - August 2009
Starbucks June 2008 - May 2009
Porthouse Theatre June 2007 - August 2007
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Research, Teaching, Open Table, Lotus Notes, Windows, English, Outlook, Shakespeare, Musical Theatre, Theatre, Stage, Stage Make-up, Chekhov, Adobe Creative Suite
Education
Wayne State University 2009 — 2012
Master of Fine Arts (MFA), Acting
Moscow Art Theatre School 2011 — 2011
Acting
Kent State University 2004 — 2009
Bachelor of Fine Arts (BFA), Musical Theatre
Bank of America 2012 - Present
ZocDoc 2012 - 2012
Markit 2010 - 2012
Och-Ziff Capital Management 2009 - 2010
Liquidnet Holdings, Inc. 2007 - 2009
Passlogix (Acquired by Oracle, Inc.) 2005 - 2007
Microsoft Corporation 1999 - 2004
Skills
Agile Methodologies, WPF, .NET, C#, Software Design, Visual Studio, NUnit, ASP.NET, Design Patterns, Subversion, WinForms, Unit Testing, Win32 API, EasyMock, Software Development, Microsoft SQL Server, Silverlight, Equities Technology, Win32, Mercurial, Prism, Rhino Mocks, Scrum, Software Engineering
Education
Polytechnic University 1995 — 1999
Master's, Computer Science, 3.92
Polytechnic University 1995 — 1999
Bachelor of Science (BS), Computer Science, 3.92
Och-Ziff Capital Management October 2013 - Present
Eze Software Group June 2011 - October 2013
U.S Navy 2006 - June 2011
Skills
Quality Assurance, Cross-functional Team..., SQL, MySQL, Integration, Security Clearance, Management, C++, Leadership, Project Planning, Military, Navy, Security, C#, Website Development, HTML, Javascript, PHP, iOS Development, APIs, Xojo, Bootstrap, jQuery, WordPress, SEO, Strategy, Program Management, Operations Management, Trading Systems, Visio, Equities, Business Analysis, DoD, Military Operations, Military Experience, .NET, Software Architecture, RESTful WebServices, JSON, XML, Cordova
Education
United States Naval Academy 2002 — 2006
Bachelor’s Degree, Computer Science
Naval Nuclear Power Training Unit 2007 — 2007
Operational nuclear power, Nuclear/Nuclear Power Technology/Technician
Naval Nuclear Power Training Command 2006 — 2007
Nuclear power theory, Nuclear/Nuclear Power Technology/Technician
Och-Ziff Capital Management May 2015 - Present
HBMJ Consulting November 2013 - Present
Morris Controls, Inc. October 2010 - November 2013
Preferred Utilities Manufacturing Corporation May 2009 - August 2009
Skills
C#, Microsoft SQL Server, Advent Geneva, Financial Services, Electrical Engineering, Programming, Testing, Splunk, Unit Testing, Troubleshooting, Labview, AutoCAD, C++, Engineering, LINQ, Matlab, Manufacturing
Education
Stevens Institute of Technology 2013 — 2015
Master of Science (MS), Computer Science
Virginia Polytechnic Institute and State University 2006 — 2010
Bachelor of Science (B.S.), Electrical and Electronics Engineering
KPMG May 2011 - Present
Caxton Associates October 2008 - May 2011
Och-Ziff Capital Management May 2008 - July 2008
Highbridge Capital Management July 2006 - April 2008
Deloitte October 1996 - June 2006
Skills
Hedge Funds, Cross-border..., Private Equity, Tax, Alternative Investments, Tax Law, Financial Services, Partnership Taxation, Fund Of Funds, Due Diligence, International Tax, Income Tax, Valuation, Corporate Tax, Securities, Mergers & Acquisitions, Tax Advisory, CPA, Restructuring
Education
New York University School of Law 2000 — 2001
LLM, Taxation
The University of Connecticut School of Law 1993 — 1996
JD
University of Michigan 1989 — 1993
Bachelor of Arts
Hopkins
Cohen & Steers January 2015 - Present
Cohen & Steers September 2013 - Present
Och-Ziff Capital Management March 2010 - August 2013
Hoboken Village Pourhouse March 2010 - July 2013
Eze Castle Software January 2008 - March 2010
WBR Research June 2007 - October 2007
Bloomberg November 2005 - June 2007
Skills
Trading Systems, Hedge Funds, Equities, Bloomberg, Electronic Trading, Options, Fixed Income, Swaps, Microsoft Office, SQL, Order Management, Disaster Recovery, SharePoint, Vendor Relationships, Eze Castle, Microsoft Excel, Equity Derivatives, Integration, Electrionic Trading, FIX Trading, Bloomberg Professional, Accounting Systems, TFS, Trade Compliance, Equity Swaps, Vendor Management, Security Management, Settlement, Asset Management, CRM, Compliance Man, Settlement Systems, Geneva, Compliance, Futures, CTM, FX trading, Reuters, Cadis, Omgeo Oasys, CRM databases, LANDesk, Program Management, Resource Management, Budget Management, SDLC
Education
Pennsylvania State University 2000 — 2004
Bachelor of Arts: Communications Arts & Sciences, Rhetoric, Finance, English, Philosophy
Tottenville 1996 — 2000
Och-Ziff Capital Management July 2014 - May 2015
Beelogix Inc. October 2013 - July 2014
Barclays Capital August 2012 - October 2013
Credit Suisse October 2008 - August 2012
Technosoft September 2006 - October 2008
Baldwin and Lyons March 2008 - August 2008
USBank June 2006 - March 2008
US Bank June 2006 - March 2008
U.S. Bank 2006 - 2008
World-Link Solutions April 2002 - June 2006
Skills
.NET, C#, WPF, AngularJS, T-SQL, WCF, JavaScript, LINQ, jQuery, ASP.NET, Web Services, Microsoft SQL Server, Data Modeling, Business Analysis, Test Driven Development, XML, Databases, SQL, Software Development, SOA, UML, Design Patterns, Web Applications, Java, HTML, REST, WinForms, Sybase, Agile Methodologies, SOAP, Enterprise Architecture, Database Design, Visual Studio, AJAX, Tomcat, Unix, SDLC, Requirements Analysis, Consulting, Programming
Education
St. Petersburg State Polytechnic University
Master's degree, Mechanical Engineering
Udacity
Artificial Intelligence
www.coursera.org
Санкт-Петербургский Государственный Политехнический Университет
Masters, Mechanical Engineering
JLL Partners August 2015 - Present
Och-Ziff Capital Management May 2012 - July 2015
Bain Capital July 2009 - April 2012
Perry Capital September 2006 - June 2009
Skills
Hedge Funds
Education
Trinity College-Hartford 2002 — 2006
Sapient Global Markets 2014 - Present
YARMITEC INC. 2005 - Present
Core One Technologies 2013 - 2014
Morgan Stanley 2011 - 2013
Bowne 2009 - 2010
Plural Investments, LLC 2008 - 2008
Merrill Lynch 2006 - 2008
Alexandra Investment Management, LLC 2005 - 2006
Och-Ziff Capital Management 2004 - 2005
Valtech 2004 - 2004
Skills
Derivatives, Agile Methodologies, Trading Systems, Sybase, Software Development, C#, XML, Hedge Funds, .NET, Project Management, C++, WPF, WCF, GUI, Risk Calculations, Full Stack Development, Unix
Education
The Hebrew University 1981 — 1985
B.Sc., Computer Sciences
Och-Ziff Capital Management April 2013 - Present
Deutsche Bank February 2011 - April 2013
Education
Tulane University - A.B. Freeman School of Business 2005 — 2009
Bachelor's degree, Finance
Och-Ziff Capital Management June 2013 - Present
Credit Suisse August 2012 - May 2013
AllianceBernstein May 2012 - August 2012
Commerzbank AG March 2005 - May 2012
Skills
Derivatives, Capital Markets, Fixed Income, Governance, Hedge Funds, Investment Banking, Securities, Due Diligence, Bloomberg, Financial Services, Structured Finance, Risk Management, Structured Products
Education
New York University
BA, Psychology
TD Securities February 2014 - Present
Och-Ziff Capital Management August 2013 - February 2014
Lakewood Capital, LLC July 2013 - August 2013
Anderson Center for Autism January 2013 - May 2013
MARIST COLLEGE FOOTBALL OFFICE January 2010 - February 2013
CentraState Health Care Foundation June 2012 - August 2012
MARLBORO SWIM CLUB June 2004 - August 2011
Skills
Spanish, Organization, Oral and Written..., Microsoft Office, Enthusiastic, Dedicated to work, Reliable, Software, Positivity
Education
Marist College 2009 — 2013
Bachelor of Science, Business Administration/Human Resources & Spanish
Marlboro High School 2005 — 2009
Och-Ziff Capital Management July 2014 - Present
Warshaw Asset Management August 2011 - July 2014
KPMG January 2010 - April 2010
University of Hawaii at Manoa September 2008 - April 2010
Reflex Design & Technology February 2006 - August 2008
Ohio Department of Education April 2004 - February 2006
Skills
SQL, Microsoft Excel, Analysis, PowerPoint, Microsoft Office, Derivatives, Valuation, Business Analysis, Financial Analysis, Bloomberg Terminal, Japanese, Project Management, Fixed Income, Project Planning, Access, C#, Haskell, F#, Visual Studio
Education
University of Hawaii at Manoa 2008 — 2009
MBA, Japan
The Ohio State University 2000 — 2005
BS, Computer Science & Engineering, Japanese
Och-Ziff Capital Management February 2013 - Present
Bank of America-Merrill Lynch February 2012 - February 2013
Bridgewater Associates August 2010 - December 2011
www.apx.com January 2009 - August 2010
www.SpotRunner.com 2006 - 2009
New century financial 2005 - 2007
Advisors Asset Management , Inc 2002 - 2005
Elixir Technologies (www.elixir.com) 1998 - 2002
Skills
Investment Management, Tech Management, GRC-Governance-RiskManag..., Building and mentoring..., Infrastructure..., Data Warehousing, Security Master -..., Database Architecture, Enterprise Architecture, Database Administration, Distributed Systems, Data Architecture, Disaster Recovery, SDLC, Software Project..., Technology Management, Performance Tuning, Infrastructure, Database Design, Enterprise Data, Data Modeling, System Architecture
Education
National University of Computer and Emerging Sciences 1995 — 1998
BS, Computer Science, Acceptance Rate at FAST_NU is < 5%
Froebels Internation School/ Univ of London
O Levels (GCE)
ITIL
Foundation level
Och-Ziff Capital Management February 2014 - Present
Goldman Sachs July 2007 - February 2014
Goldman Sachs July 2006 - August 2006
Skills
Fixed Income, Insider Trading, Loans, Principal Investing, Bloomberg, Compliance, Training, Microsoft Excel, PowerPoint, Securities
Education
James Madison University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Universiteit Antwerpen 2006 — 2006
The Carlyle Group April 2014 - Present
Och-Ziff Capital Management February 2013 - April 2014
KPMG US October 2010 - February 2013
KPMG US October 2008 - August 2009
Lehman Brothers February 2006 - September 2008
Grant Thornton LLP June 2007 - August 2007
Skills
Asset Management, Financial Reporting, US GAAP, Auditing, Accounting, SEC filings, Financial Accounting, Sarbanes-Oxley Act, CPA, External Audit, Tax, Big 4, Private Equity, Bloomberg, Banking, Capital Markets, Account Reconciliation, Asset Managment, Internal Controls
Education
Pace University 2005 — 2010
BBA/MBA, Public Accounting
Och-Ziff Capital Management April 2007 - December 2008
Merrill Lynch October 2003 - March 2007
Houlihan Lokey May 2000 - October 2003
Skills
High Yield, Portfolio Management, Investments, Special Situations, Leveraged Finance, Equities, Capital Markets, Emerging Markets, Equity Research, Finance, Trading, Hedge Funds, Credit, Bonds, Restructuring, Securities
Education
Association for Investment Management and Research 2000 — 2003
Chartered Financial Analyst (CFA) Program
The University of British Columbia 1996 — 2000
BComm
Och-Ziff Capital Management April 2013 - Present
DFG Investment Advisers 2012 - April 2013
University of Chicago Booth School of Business September 2010 - June 2012
Citi June 2011 - August 2011
GoldenTree Asset Management June 2008 - June 2010
Sunrise Securities 2007 - 2007
Skills
CLO, Hedge Funds, Fixed Income, Credit Analysis, Leveraged Finance, Loans, Structured Products, Financial Modeling, Valuation, Bloomberg, Alternative Investments, Private Equity, Portfolio Management, Asset Managment, Derivatives, Investments, Trading, Bonds
Education
The University of Chicago - Booth School of Business 2010 — 2012
M.B.A, Accounting, Analytical Finance, Economics
City University of New York-Brooklyn College 2004 — 2007
B.S., Business, Management & Finance
Och-Ziff Capital Management October 2009 - Present
M3 Capital Partners October 2005 - October 2010
LightPoint Capital March 2005 - October 2005
Merrill Lynch September 2001 - February 2005
ABN AMRO 1996 - 1998
Skills
Asset Management, Mutual Funds, Asset Managment, Real Estate, Private Equity, Joint Ventures, Valuation, Strategic Planning, Investment Properties, Banking
Education
Kenan-Flagler Business School 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS Business Administration, Finance and Pre-Med concentrations
The Blackstone Group June 2009 - Present
Och-Ziff Capital Management December 2007 - April 2009
UBS Investment Bank March 2004 - December 2007
Mizuho Corporate Bank 2001 - 2004
Wall Street Systems 2000 - 2001
Skills
Hedge Funds, Leadership, Trading, Portfolio Management, Fixed Income, Auditing, Bloomberg, Management, Loans, Account Reconciliation, Banking, Financial Analysis, Valuation, Equities, Risk Management, Asset Management, Investments
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2003
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
Bachelors, Finance
St. Francis Prep 1993 — 1997
Och-Ziff Capital Management August 2015 - Present
Digitech Computer, Inc June 2012 - July 2015
CleverSpoke May 2011 - August 2011
Skills
C#, WPF, WinForms, WCF Services, .NET, Visual Studio, Microsoft SQL Server, SQL Server Management..., Oracle, SQL, JavaScript, HTML, SQL Delta, Code Smith, XML, Agile Methodologies, Scrum, Visual Basic, Java, MySQL, VB.NET, PHP, Visio, Windows, ASP.NET, XSLT, Design Patterns, Eclipse, Linux, Asterisk, Perl, C
Education
New Jersey Institute of Technology 2011 — 2012
Master of Science, Computer Science, 3.85
University of Pune
Bachelor of Engineering, Computers, 3.5
St. Vincent's High School & Jr. College
HSC, Science
Deloitte August 2014 - Present
Deloitte May 2013 - August 2013
Och-Ziff Capital Management April 2010 - July 2012
Taiwanese American Citizens League August 2010 - June 2012
Citco Fund Services April 2006 - April 2010
Prudential Financial June 2005 - April 2006
Skills
Microsoft Excel, Derivatives, Bonds, PowerPoint, Trading, Electronic Trading, Data Analysis, Commodity, Microsoft Office, Accounting, Client Liaison, Automation, Strategic Thinking, Leadership, Client Focus, Cost Saving Initiatives, DTC, Bloomberg, Non-profits, Hedge Funds, Middle Office, Corporate Actions, Futures Trading, Cost Benefit, Case Studies, Troubleshooting, MS Excel Pivot Tables, VBA, Operations Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Management Consulting and Finance
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts (BA), Economics and Psychology
Och-Ziff Capital Management August 2015 - Present
J.P. Morgan Asset Management March 2011 - July 2015
Willkie Farr & Gallagher LLP February 2006 - March 2011
Shearman & Sterling LLP October 2005 - February 2006
Skills
Asset Management, Hedge Funds, Private Equity, Securities, Securities Regulation, Due Diligence, Corporate Governance, Mutual Funds, Investment Management, 1940 Act, Investment Advisers Act, Investment Company Act, Legal Compliance, Volcker Rule, Investment Advisor..., Fund Of Funds, Disclosure, alternative funds, Dodd-Frank
Education
Seton Hall University School of Law 2002 — 2005
The George Washington University 1995 — 1999
BA, Journalism
Och-Ziff Capital Management April 2015 - Present
Goldman Sachs May 2012 - March 2015
University of Pennsylvania-Wharton School September 2009 - May 2013
SL Green June 2011 - August 2011
Deutsche Bank June 2010 - August 2010
Berwind Properties Group April 2009 - June 2009
Jones Day Law Firm June 2008 - July 2008
RBC May 2008 - June 2008
Kingswood Apartments 2006 - 2008
Skills
Financial Analysis, Valuation, Financial Modeling, Microsoft Excel, Research, Social Media, Investments, Management, Entrepreneurship, Microsoft Office, Microsoft Word, Public Speaking
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Economics
The Haverford School 2005 — 2009
IDC Herzliya
Erica Kim Consulting, LLC January 2015 - Present
Lazard May 2015 - August 2015
Robin Judson Partners April 2013 - September 2014
Arden Asset Management April 2012 - December 2012
Och-Ziff Capital Management 2003 - 2011
Colden Capital Management 2000 - 2003
The Walt Disney Company 1994 - 2000
Skills
Recruiting, Hedge Funds, Talent Acquisition, Talent Management, Equities, Human Resources, Strategy, Alternative Investments, Asset Managment, Private Equity, Due Diligence, Employee Relations, Fixed Income, Human Capital, Start-ups, Investment Banking, Investor Relations, Employment Law, Compensation & Benefits, Employment-based..., Performance Reviews, Fund Of Funds
Education
S.I. Newhouse School of Public Communications at Syracuse University 1990 — 1994
Bachelor of Science (B.S.), Television, Radio and Film Management
Och-Ziff Capital Management September 2012 - Present
GlobeOp Financial Services February 2010 - September 2012
GSO Capital Partners May 2008 - December 2009
Citi August 2005 - May 2008
Skills
Financial Services, Investor Relations, Private Equity, Hedge Funds, Fund Of Funds
Education
Lehigh University 2003 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Lehigh University - College of Business and Economics 2003 — 2005
BS, Finance
Temple University 2001 — 2003
Korn Ferry International June 2012 - Present
Arden Asset Management April 2008 - June 2012
Heidrick & Struggles 2006 - 2008
Och-Ziff Capital Management 2003 - 2006
Citadel 2001 - 2003
Pequot Capital 1999 - 2001
Skills
Hedge Funds, Equities, Asset Managment, Restructuring, Securities, Negotiation, Management Consulting, Corporate Finance, CRM, Valuation, Fixed Income, Series 7, Executive Search, Talent Management, Investment Management, Mergers & Acquisitions, Private Equity, Capital Markets, Portfolio Management, Alternative Investments, Bloomberg, Investments, Due Diligence, Asset Allocation, Investor Relations, Venture Capital, Investment Advisory, Financial Markets, Derivatives, Talent Acquisition, Mergers, Emerging Markets, Investment Banking, Financial Modeling, New Business Development, Financial Services, Risk Management, Business Strategy, Wealth Management, Strategic Planning, Asset Management, Financial Analysis, Executive Management, Finance, Microsoft Excel, Fund Of Funds, Marketing Strategy, Research, Start-ups, Investment Strategies
Education
University of California, Berkeley
BA, Humanities
Loyola Marymount University
K-12 Multi-Subject Teaching Credential, Education
East End Advisors LLC March 2014 - Present
Och-Ziff Capital Management December 2013 - February 2014
CohnReznick LLP January 2009 - November 2013
Cohen & Company Securities January 2007 - June 2007
Deloitte Tax LLP January 2006 - May 2006
J.H. Cohn LLP January 2005 - June 2005
Amerada Hess May 2004 - August 2004
Education
Northeastern University 2008 — 2009
MS
Northeastern University 2003 — 2008
BSBA
Pershing Square Capital Management February 2013 - Present
Och-Ziff Capital Management August 2011 - January 2013
Cadogan Management LLC October 2008 - August 2011
Lehman Brothers October 2007 - October 2008
Grant Thornton LLP September 2005 - October 2007
Skills
Financial Reporting, Financial Analysis, Financial Forecasting, Department Budgeting, Budget P&L, Financial Variance..., PeopleSoft, Financial Audits, QuickBooks, Microsoft Office, Business Ethics, P&L Analysis, Multi Tasking, Problem Solving, Mandarin, Cantonese, Accounting, Auditing, Internal Controls, Valuation, Sarbanes-Oxley Act, Variance Analysis, Financial Statements, Accounts Payable, Hedge Funds, Internal Audit
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, Magna cum laude, Accounting
Och-Ziff Capital Management April 2014 - Present
MetLife November 2011 - April 2014
Merrill Lynch July 2010 - September 2011
Credit Suisse June 2009 - August 2009
New York University September 2008 - May 2009
New York University January 2007 - May 2009
Credit Suisse March 2008 - December 2008
Skills
Finance, Portfolio Management, Bloomberg, Fixed Income, Investments, Trading, Derivatives, Valuation, Financial Markets, Equities, Risk Management, Equity Research, Quantitative Finance, Emerging Markets, VBA, Credit
Education
New York University 2006 — 2010
B.S., Mathematics
New York University - Leonard N. Stern School of Business 2006 — 2010
B.S, Finance
Canton High School 2002 — 2006
Och-Ziff Capital Management April 2013 - July 2015
D.E. Shaw & Co. July 2009 - April 2013
D.E. Shaw & Co. June 2008 - August 2008
RD Management LLC June 2007 - August 2007
Skills
Hedge Funds, Equities, Capital Markets, Financial Modeling, Fixed Income, Alternative Investments, Valuation, Trading, Financial Analysis, Bloomberg, Asset Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Tufts University 2005 — 2009
Bachelor of Arts, Economics, Communications
Juniper Capital LLC 2014 - Present
Och-Ziff Capital Management 2008 - 2013
Skills
Private Equity, Corporate Finance, Energy, Mergers & Acquisitions, Due Diligence, Investment Banking, Investments, Financial Modeling, Financial Analysis, Asset Management, Capital Markets, Energy Industry, Management
Education
Louisiana State University 1996 — 2000
Och-Ziff Capital Management November 2014 - Present
UBS July 2010 - October 2014
Major League Soccer May 2009 - August 2009
Skills
Investments, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Marketing
Rome Institute for the International Education of Students 2009 — 2009
Philosophy
MetLife August 2015 - Present
Och-Ziff Capital Management July 2014 - March 2015
Och-Ziff Capital Management March 2013 - July 2014
Och-Ziff Capital Management June 2011 - March 2013
International Securities Exchange June 2010 - June 2011
International Securities Exchange April 2009 - May 2010
International Securities Exchange May 2007 - April 2009
Education
NYU 2006 — 2009
Bachelor of Arts, Economics
Syracuse University
Och-Ziff Capital Management June 2015 - Present
Goldman Sachs January 2014 - June 2015
Goldman Sachs November 2010 - December 2013
Goldman Sachs January 2007 - October 2010
Skills
Prime Brokerage, Derivatives, Fixed Income, Bloomberg, Credit Derivatives, Electronic Trading, Equities, Hedge Funds, Options, Securities, Trading Systems, Capital Markets, Middle Office, Investment Banking, Risk Management, Bonds, Structured Products
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2006
Bachelors of Science, Finance
Standing Stone, Inc. February 2011 - Present
ZapDVDs September 2008 - December 2010
Och-Ziff Capital Management August 2007 - August 2008
American Capital November 2006 - August 2007
Credit Suisse November 2004 - November 2006
Andor Capital Management May 2003 - October 2004
NYMEX March 2002 - May 2003
BMG Columbia House August 1999 - December 2001
Instinet Corporation June 1996 - October 1998
NASDAQ October 1993 - June 1996
Skills
Quality Assurance, Software Quality..., Business Analysis, QTP, MS Project, Visio, Quality Center, Product Management, SDLC, SharePoint, Microsoft SQL Server, Project Management, Healthcare Information..., Agile Methodologies, Test Management, Healthcare, Change Management
Education
The University of Connecticut School of Business 1994 — 1998
MBA, Management Of Technology
Lehigh University 1987 — 1991
BS, Electrical Engineering
Jonathan Law
Jonathan Law
Och-Ziff Capital Management May 2015 - Present
Stroock & Stroock & Lavan LLP January 2013 - April 2015
Intelligize, Inc. June 2009 - May 2012
Stroock & Stroock & Lavan LLP May 2011 - August 2011
Goldman Sachs June 2008 - August 2008
Skills
Derivatives, Commodity, Options, Financial Regulation, Dodd-Frank, ISDA, Prime Brokerage, Securities Lending, Electronic Trading, Virtual Currency, Negotiation, Volcker Rule
Education
New York University School of Law 2009 — 2012
J.D.
New York University - Leonard N. Stern School of Business 2009 — 2012
Advanced Professional Certificate in Law and Business
Rensselaer Polytechnic Institute 2008 — 2009
M.S.
Rensselaer Polytechnic Institute 2006 — 2009
B.S.
Och-Ziff Capital Management May 2014 - Present
Perennial Resources International July 2013 - May 2014
La Prairie June 2013 - July 2013
University at Albany Criminal Justice Research Lab January 2013 - May 2013
Perennial Resources International 2013 - 2013
Schenectady City District Attorney's Office September 2011 - May 2012
Joanne Yepsin Campaign November 2010 - January 2011
Skills
Psychology, Criminal Justice, Databases, Legal Research, Clinical Research, Administrative Office..., MS programs, Written & Verbal..., Typing (85 WPM), People-oriented, Organization, Highly detail oriented, Committed to..., Training, Time Management, Public Speaking, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Event Planning
Education
State University of New York at Albany 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Oceanside High School 2005 — 2009
Och-Ziff Capital Management September 2015 - Present
Och-Ziff Capital Management July 2012 - August 2015
Fortress Investment Group January 2012 - June 2012
Bank of America January 2011 - December 2011
Lazard Asset Management March 2000 - November 2010
Micro Modeling Associates 1997 - 2000
Plural 1997 - 2000
Skills
Financial Modeling, Excel VBA, C#, .NET, T-SQL, Access, Microstrategy, Netezza, VBScript, Bloomberg Terminal, Factset, Market Data, Unix Shell Scripting, R, VAR, Derivatives, VBA, Fixed Income
Education
University of Pennsylvania 1987 — 1988
Massachusetts Institute of Technology 1983 — 1987
BSME, Mechanical Engineering, Physics
Rdio May 2014 - Present
Blurb April 2013 - May 2014
KIXEYE July 2012 - April 2013
Och-Ziff Capital Management March 2007 - June 2012
KPMG August 2005 - March 2007
Skills
Accounting, General Ledger, Consolidation, Sarbanes-Oxley Act, Forecasting, Accounts Payable, Transfer Pricing, CPA, PeopleSoft, Essbase, Hyperion Studio, Hyperion, Financial Reporting, Variance Analysis, Budgeting, Financial Analysis, SOX, PowerPoint, Word, ERP, Accruals, SQL, Month End Close, Foreign Currency..., Intercompany Accounting, Management and...
Education
Lehigh University - College of Business and Economics 2001 — 2005
BA, Accounting
Allen & Company May 2015 - Present
Macquarie Group June 2010 - May 2015
Och-Ziff Capital Management 2007 - 2009
Skills
Event Planning, Executive..., Travel Arrangements, Writing, Public Speaking, Fundraising
Education
The University of Texas at Austin
Bachelor of Arts (BA)
Dishery March 2015 - Present
Lau Brothers LLC February 2013 - Present
Och-Ziff Capital Management July 2007 - February 2013
Lehman Brothers 2005 - 2007
Skills
Investment Banking, Investments, Restructuring, High Yield, Capital Structure, Hedge Funds, Equities, Fixed Income, Valuation, Financial Modeling, Alternative Investments, Bloomberg, Derivatives, Asset Management, Equity Derivatives, Start-ups
Education
Stanford University 2004 — 2005
MS
Stanford University 2000 — 2004
BS
Boardage Capital Management 2015 - Present
Hirzel Capital Management 2012 - 2014
Owl Creek Asset Management 2004 - 2012
Och-Ziff Capital Management 2000 - 2003
Skills
Hedge Funds, Capital Markets, Alternative Investments, Equity Research, Equities, Bloomberg, Asset Management, Options, Derivatives, Fixed Income, Investments, Trading, Private Equity, Emerging Markets, Securities
Education
Texas Christian University 1995 — 1999
Finance / Management
Och-Ziff Capital Management June 2015 - Present
PwC August 2013 - June 2015
Lehigh University April 2012 - May 2013
PwC May 2012 - August 2012
Center for Academic Success September 2010 - May 2012
Federal Reserve Bank of Boston 2011 - 2011
Skills
Interviews, Data Analysis, PowerPoint, Microsoft Excel, Financial Modeling, Analysis, Corporate Finance, Public Speaking, Microsoft Word, Research, Financial Analysis, Team Leadership, Access, Leadership, Teamwork, Matlab, Valuation, Microsoft Office, Statistics, Accounting, Economics, Risk Management, Bloomberg Terminal
Education
Lehigh University 2009 — 2013
Bachelor of Science (BS), Economics; Finance
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Economics
Franklin High 2005 — 2009
Visa May 2013 - Present
Ruben Companies September 2012 - May 2013
JPMorgan Chase October 2005 - August 2012
Och-Ziff Capital Management September 2004 - October 2005
Neuberger Berman February 2003 - September 2004
Skills
Previously NASD Series..., Microsoft Office, Outlook Express, Lotus Notes, Travel Arrangements, Spreadsheets, Administrative..., Financial Services, Outlook, Management, Event Planning
Education
SUNY Oneonta 1992 — 1996
Bachelor's degree, Speech Communication and Rhetoric
University of North London 1995 — 1995
Morgan Stanley Fund Services June 2013 - Present
Gramercy Advisors LLC September 2007 - January 2013
Och-Ziff Capital Management April 2007 - September 2007
GlobeOp Financial Services October 2005 - April 2007
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Investments, Fund Accounting, Fund Of Funds, Financial Analysis, Emerging Markets, Fund Administration, Bloomberg, Derivatives
Education
NYIT
Master of Business Administration (M.B.A.), Business Administration and Management
NYIT
Bachelor of Science (B.S.), Business Administration and Management
Och-Ziff Capital Management April 2011 - Present
6800 Capital, L.L.C. March 2010 - March 2011
Merrill Lynch 2006 - 2009
Skills
Fixed Income, Credit, Hedge Funds, Derivatives, Mutual Funds, Securities, Capital Markets
Education
Rutgers University-New Brunswick 2002 — 2006
BA, Economics
State of Wisconsin Investment Board December 2011 - Present
Pipeline Financial Group April 2011 - November 2011
Pipeline Trading Systems August 2004 - April 2011
Och-Ziff Capital Management 2002 - 2003
Citadel Investment Group September 1996 - February 2002
Swiss Bank/O'Connor and Associates 1991 - 1993
Skills
Trading, Equities, Trading Systems, Series 7, Electronic Trading, Options, Fixed Income, Order Management, Derivatives, Bloomberg, Back Office, Hedge Funds, Portfolio Management, Equity Trading
Education
Quinlan School of Business, Loyola University Chicago 1993 — 1996
MBA, Finance, Economics
University of Dayton 1987 — 1991
BS, Accounting
York Capital Management May 2015 - Present
Och-Ziff Capital Management February 2015 - May 2015
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) November 2013 - February 2015
Macquarie Group August 2011 - November 2013
Macquarie Group July 2010 - August 2011
Baltimore County Public Schools September 2008 - June 2010
Skills
Teaching, Tutoring, Curriculum Design, Curriculum Development, Classroom, Special Education, Higher Education, Educational Leadership, Classroom Management, Lesson Planning, Elementary Education, Literacy, Educational Technology, Differentiated..., Teacher Training
Education
Touro College 2011 — 2012
Mental Health Counseling, Mental Health Counseling/Counselor
The Johns Hopkins University 2009 — 2010
Clinical Counseling, Mental Health Counseling/Counselor
Towson University 2004 — 2008
Elementary Education, Elementary Education and Teaching
Winstead PC December 2014 - Present
Goldman Sachs December 2012 - December 2014
Och-Ziff Capital Management January 2011 - August 2012
Neuberger Berman Trust Company September 2010 - January 2011
Deborah Brooks & Associates P January 2010 - May 2010
Early Settlement Mediation May 2008 - May 2010
United Nations Security Council August 2009 - December 2009
Mosaic Family Services, Inc June 2009 - August 2009
University of Oklahoma College of Law May 2008 - December 2008
Skills
Legal Research, Mediation, Research, Management, Microsoft Excel, Analysis
Education
University of Oklahoma College of Law 2007 — 2010
Juris Doctor
The University of Texas at Dallas 2001 — 2007
Bachelor of Arts; Masters, Government and Politics; Business Administration
Och-Ziff Capital Management February 2015 - Present
Sullivan & Cromwell LLP September 2008 - February 2015
Sullivan & Cromwell LLP May 2007 - August 2007
U.S. Securities and Exchange Commission May 2006 - August 2006
Skills
Legal Research, Corporate Law, Securities Regulation, Corporate Governance, Commercial Litigation, Litigation, Legal Writing, Intellectual Property
Education
The George Washington University Law School 2005 — 2008
Doctor of Law (JD), Law
University of Notre Dame 2001 — 2005
Bachelor's degree, summa cum laude, Political Science and Government
Och-Ziff Capital Management July 2012 - Present
RSM McGladrey, Inc September 2008 - July 2012
Big East Conference 2005 - 2008
Syracuse University 2005 - 2008
Skills
Accounting, Financial Reporting, SEC filings, Auditing, US GAAP, GAAP
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Finance, Accounting
Bishop Hendricken High School 2000 — 2004
Och-Ziff Capital Management January 2013 - Present
Foxwoods Resort Casino - Foxwoods Development Company February 2012 - January 2013
Foxwoods Development Company May 2010 - February 2012
Foxwoods Development Company March 2007 - 2010
Citigroup May 2005 - March 2007
Argosy Gaming Company August 2003 - May 2005
Skills
Business Development, Corporate Finance, Strategy, Mergers, Due Diligence, Financial Modeling, Casino, Gambling, Online Gaming, Gaming Industry, Strategic Planning, Mergers & Acquisitions, Finance, Financial Analysis, Marketing Strategy, Online Gambling, Resorts, Analytics, Analysis, Valuation, Competitive Analysis, Management, Asset Management, Portfolio Management
Education
Washington University in St. Louis 1999 — 2003
BA, Finance and Political Science
Indiana University - Kelley School of Business 2009 — 2011
MBA, Master of Business Administration
Och-Ziff Capital Management April 2013 - Present
Third Avenue Management May 2010 - April 2013
Walek & Associates January 2010 - May 2010
Marist College September 2005 - May 2009
Handel House Museum January 2008 - April 2008
Skills
Microsoft Office Suite..., Event Planning, Public Relations, Research, Press Releases, Microsoft Excel, Marketing, PowerPoint, Bloomberg, Facebook, Microsoft Office, Administrative..., Social Media, Social Networking, Microsoft Word, WordPress
Education
Marist College 2005 — 2009
Bachelor of Arts (B.A.), Communications - Advertising
Kforce Inc 2013 - 2014
Kforce Inc 2013 - 2014
Och-Ziff Capital Management May 2004 - August 2012
Weiser & Weiser LLC January 2002 - May 2004
Rubenstein & Ryneki August 1997 - January 2002
Skills
Microsoft Word, Microsoft Office, Fixed Income, Hedge Funds, Microsoft Excel, Asset Management, Outlook, Swaps, Derivatives, Valuation, Alternative Investments, Bloomberg, Equities, Options, Capital Markets, Equity Derivatives, Fund Of Funds, Securities, Trading, Small Business..., Financial Analysis, Capital Management, Financial Risk...
Education
Kingsborough Community College 2012 — 2014
Bachelor's degree, Computer and Information Sciences and Support Services
City Tech 1996 — 1998
Architecture
Morgan State University 1995 — 1996
Citadel LLC March 2014 - Present
Och-Ziff Capital Management March 2012 - March 2014
Citi June 2011 - December 2011
Gilford Securities June 2010 - June 2011
National Grid May 2008 - August 2010
Skills
Bloomberg, Microsoft Office, Wealth Management
Education
Manhattan College 2007 — 2011
BS, Finance and Computer Information Systems
Xavier High School
Och-Ziff Capital Management June 2015 - Present
PwC October 2012 - June 2015
Standard Chartered Bank July 2010 - September 2010
EY February 2010 - April 2010
Skills
Private Equity, Hedge Funds, Alternative Investments, Assurance, Valuation, Financial Modeling, US GAAP, Internal Controls
Education
University of Notre Dame 2011 — 2012
Master of Science (M.S.), Accounting
Shanghai University of Finance and Economics 2007 — 2012
Bachelor's degree, Accounting and Finance
Och-Ziff Capital Management November 2012 - Present
Och-Ziff Capital Management February 2011 - November 2012
Och-Ziff Capital Management May 2008 - February 2011
Och-Ziff Capital Management April 2005 - May 2008
Globeop 2003 - 2005
Skills
Hedge Funds, Fixed Income, Equities, Bloomberg, Alternative Investments, Accounting
Education
Quinnipiac University - School of Business 1999 — 2003
Bachlors, Economics
Och-Ziff Capital Management October 2008 - Present
Lehman Brothers August 2003 - September 2008
Hughes Software Systems June 2000 - June 2001
Skills
Equities, Fixed Income, Capital Markets, Hedge Funds, Structured Products, Credit Derivatives, Derivatives, Valuation, Private Equity, MBS
Education
Indian Institute of Management, Ahmedabad 2001 — 2003
Master of Business Administration (MBA)
Delhi Institute of Technology 1996 — 2000
BE, Electronics and Communication
Mount Saint Marys, Delhi 1992 — 1996
Och ZIff Capital Management February 2004 - Present
Education
New York University - Leonard N. Stern School of Business 2015 — 2015
Certificate
CFA Institute
Indian Institute of Technology, Kharagpur
Bachelor of Technology (B.Tech.)
University of Phoenix
MBA
Och-Ziff Capital Management February 2014 - Present
UBS November 2012 - February 2014
UBS Investment Bank 2006 - November 2012
A G Edwards March 2006 - October 2006
General Motors Acceptance Corp. July 2004 - March 2006
Pace University September 2002 - June 2004
MBIA June 2003 - January 2004
Churchill SSI March 2001 - May 2002
Skills
Agile, RUP, Application Design, Waterfall, SDLC, Program Management, Outsourcing Management, Outsourcing Advisory, Global Sourcing, Global Management, Global Delivery, Global Strategy, Legal Compliance, Compliance Management, RAD, Fraud Prevention, Regulatory Reporting, IT Strategy, Strategic Planning, Strategic Sourcing, Strategic Leadership, Agile Methodologies, Project Management, Vendor Management, Outsourcing, Management, Leadership, Analysis, Change Management, Telecommunications, Project Portfolio..., PMO, Financial Services, Project Planning, Investment Banking, Governance, Business Process..., Business Analysis, Risk Management, Project Delivery, Software Project..., PMP, Business Transformation, Business Process, Offshoring, Requirements Gathering, Agile Project Management, Integration, Equities, Strategy
Education
Project Management Institute (PMI) 2005 — 2005
Project Management Professional (PMP)
Pace University 2002 — 2004
MS
Och-Ziff Capital Management September 2013 - Present
Octagon Credit Investors February 2009 - Present
Primus Asset Management March 2006 - February 2009
Octagon Credit Investors 2001 - 2006
Skills
Leveraged Finance, Capital Markets, Bonds, CLO, High Yield, Bloomberg, Credit Derivatives, Alternative Investments, Asset Management, CDS, Credit, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Private Equity, Structured Finance
Education
Lafayette College 1985 — 1989
Landon School 1978 — 1985
HS Diploma
Och-Ziff Capital Management September 2015 - Present
Williams Lea December 2008 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers May 2006 - September 2008
UBS Investment Bank 1994 - 2006
Skills
Graphic Design, Sketching, Layout, Illustrator, Logo Design, Microsoft Word, PowerPoint
Education
School of Visual Arts 1989 — 1993
Bachelor of Fine Arts (B.F.A.), Illustration
North Bergen High School 1985 — 1989
High School
Bridgewater Associates July 2011 - Present
Bridgewater Associates June 2010 - August 2010
Och-Ziff Capital Management June 2006 - July 2009
Skills
Bloomberg, Hedge Funds, Equities, Quantitative Finance, Equity Derivatives, Financial Modeling, Fixed Income, Valuation, Quantitative Analytics, Investments, FX Options, Investment Banking, Private Equity, Capital Markets, Venture Capital, Derivatives, Corporate Finance, Business Strategy, Asset Management, Options, Emerging Markets, Management Consulting, Equity Research, Trading, Due Diligence, Investment Management, Portfolio Management, Financial Analysis, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
University of California, Berkeley 2005 — 2006
MS
Indian Institute of Technology, Kharagpur 2001 — 2005
BTech
Och-Ziff Capital Management January 2013 - Present
Och-Ziff Capital Management March 2009 - February 2012
GoldenTree Asset Management September 2004 - February 2009
Mellon Financial August 2003 - August 2004
U.S. Trust Company July 2000 - August 2003
Skills
Hedge Funds, Investor Relations, Product Marketing, Leveraged Finance, Marketing, Strategic Partnerships, Structured Products, Structured Finance, Bonds, Derivatives, Venture Capital, Mergers & Acquisitions, Emerging Markets, Credit, Investment Banking, Finance, Investment Management, Risk Management
Education
Penn State University 1996 — 2000
Bachelor of Arts, Pre-Law & Criminal Justice
Radhanite Capital Management/Copernicus Partners September 2010 - Present
Och-Ziff Capital Management June 2007 - September 2010
J.P. Morgan 2004 - June 2007
US Agency for International Development 2002 - 2004
Skills
Emerging Markets, Investments, Trading, Economics, Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Latin America, Derivatives, Asset Management
Education
Princeton University
Bachelor's Degree, Economics
University of California, Berkeley
Doctor of Philosophy (Ph.D.), Economics
Och-Ziff Capital Management October 2013 - Present
GoldenTree Asset Management March 2007 - October 2013
Skills
Hedge Funds, Fixed Income, Asset Management, Leveraged Finance, Middle Office, Syndications, Settlement, Loans, Back Office
Education
Saint Peter's University 1997 — 2001
raritan 1993 — 1997
Och-Ziff Capital Management February 2008 - Present
Vonage Holdings Corp. February 2006 - February 2008
Hale & Dorr 2001 - 2005
WilmerHale 2001 - 2005
Nabisco 1996 - 1998
Education
Seton Hall University 1998 — 2001
MBA, Finance
Seton Hall University School of Law 1997 — 2000
JD, Law
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts (B.A.)
Och-Ziff Capital Management June 2015 - Present
Och-Ziff Capital Management May 2014 - June 2015
BlackRock October 2000 - May 2014
Western Asset Management May 1999 - October 2000
Goldman Sachs June 1992 - May 1999
Skills
Back Office, Market Data, Fixed Income, Equities, Compliance, Derivatives, Trading Systems, Asset Management, Capital Markets, Customer Relations, MBS, Process Improvement, Product Development, Team Building, Securities, Business Analysis, Sybase, Risk, Vendor Management, Change Management, Data Analysis, Strategic Planning, Program Management, Credit, Data Governance, Data Warehousing, Analysis, Requirements Analysis, Data Modeling, Architecture, Perl, Unix, Reference Data, Prime Brokerage, Bloomberg, Portfolio Management, Financial Markets, Alternative Investments, ETFs, Credit Derivatives, Bonds, Financial Services, Hedge Funds, Investment Management, Equity Derivatives, SDLC, Electronic Trading, Swaps, Options, Structured Products
Education
Long Island University, Southampton Campus 1988 — 1992
Bachelor of Science, Computer Mathematics, GPA 3.79
Liberty Media April 2014 - Present
Och-Ziff Capital Management July 2007 - March 2013
Lehman Brothers 2005 - 2007
Skills
Corporate Finance, Valuation, Investor Relations, Due Diligence, Financial Modeling, Private Equity, Investment Banking, Equities, Hedge Funds, Capital Markets, Alternative Investments, Equity Research, LBO, Investments, Asset Management, Emerging Markets, Venture Capital, Financial Analysis, Mergers & Acquisitions, Bloomberg
Education
Penn State University 2000 — 2004
BS International Business Management and BS German
Och-Ziff Capital Management November 2013 - Present
Morgan Stanley July 2000 - October 2013
The Chase Manhattan Bank December 1996 - June 2000
Skills
Prime Brokerage, Equities, Derivatives, Fixed Income, Alternative Investments, Hedge Funds, Securities, Middle Office, Fund Administration
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2001
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
BS, Marketing
Och-Ziff Capital Management Mortgage Servicing Specialist IIBank of AmericaMarch 2011 - Present
Alliance 2007 - 2007
Fuji Capital / Mizuho Capital 1998 - 2002
Mizuho Capital Markets Corp 1998 - 2002
Mizuho Capital 1998 - 2002
Skills
Capital Markets, Derivatives
Education
Hofstra University 1994 — 1998
Och-Ziff Capital Management January 2010 - Present
Olympia Capital Associates February 2005 - December 2008
HSBC Securities October 2004 - February 2005
HSBC Securities 2004 - 2005
Skills
Hedge Funds, Investor Relations, Fund Administration, Alternative Investments, Investments
Education
Northeastern University 2001 — 2004
BS, Finance
Mount Ida College 1999 — 2001
BS, Finance, General
Cantor Fitzgerald December 2013 - Present
TLC Technologies July 2006 - November 2013
Credit Suisse July 2009 - May 2011
Keystone Foods 2011 - 2011
Comcast Cable March 2009 - July 2009
Och-Ziff Capital Management April 2007 - January 2009
Merrill Lynch 2005 - 2006
Skills
Hyperion Planning, Essbase, Data Warehousing, OBIEE, Business Intelligence, Business Objects, OLAP, ETL, EPM, Informatica, Data Integration, Business Intelligence..., Dashboard, Data Modeling
Education
Oregon Health and Science University
MS, Computer Engineering
PSG College of Technology
Bachelor of Engineering, Computer Science
Och-Ziff Capital Management September 2013 - Present
The JBG Companies January 2013 - September 2013
The JBG Companies July 2010 - December 2012
GreenWorld Capital May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Excel, Financial Modeling, Valuation, Real Estate Economics, Investments, Due Diligence, Asset Managment, Real Estate Development, Private Equity, Acquisitions, Disposition, Real Estate, Finance, Variance Analysis, Argus Modeling, Commercial Real Estate, Real Estate Financing, Microsoft Excel, Leases, Asset Management
Education
Penn State University 2006 — 2010
Bachelor of Sciences, Finance
J.P. Morgan June 2014 - Present
Och-Ziff Capital Management October 2012 - June 2014
Morgan Stanley July 2010 - October 2012
Sempra Energy Trading (RBS Sempra Commodities) March 2009 - June 2010
Merrill Lynch 2006 - 2008
Credit Suisse First Boston 2004 - 2006
Deutsche Bank 2000 - 2003
Dow Jones 1997 - 2000
UPS 1996 - 1997
Education
University of Nevada-Las Vegas
MS
Osmania University
BE
Och-Ziff Capital Management July 2007 - Present
Skills
Asset Management, Bloomberg, Derivatives, Fixed Income, Hedge Funds, Equities, Alternative Investments, Capital Markets, Hyper-V
Education
State University of New York at Stony Brook
Zelman Capital July 2014 - Present
MatlinPatterson March 2011 - July 2014
TPG-Axon Capital August 2007 - February 2011
Och-Ziff Capital Management May 2006 - July 2007
PricewaterhouseCoopers September 2003 - April 2006
Education
The Ohio State University Fisher College of Business 2002 — 2003
MAcc, Financial Analysis
The Ohio State University Fisher College of Business 1999 — 2003
BSBA, Accounting, cum laude
Och-Ziff Capital Management July 2014 - Present
Goldman Sachs December 2012 - July 2014
Goldman Sachs October 2009 - December 2012
Education
The George Washington University 2006 — 2009
BBA, Finance
The George Washington University - School of Business 2005 — 2009
Babson Capital Management August 2013 - Present
Ally Financial Inc. July 2010 - July 2013
Barclays Capital January 2007 - June 2010
Bisys-RK Alternative Investment Services May 2005 - December 2006
Och-Ziff Capital Management October 2004 - April 2005
Soros Fund Management October 2000 - October 2004
Donaldson, Lufkin, & Jenrette - Investment Manager Services April 1998 - October 2000
NationsBanc Montgomery Securities LLC., April 1996 - March 1998
Skills
Finance, Financial Services, Mutual Funds, Fixed Income, Program Management, Capital Markets, Equities, Financial Analysis, Derivatives, Bloomberg, Hedge Funds, Securities, Valuation, Risk Management, Investments, Financial Modeling, Asset Management, Alternative Investments
Education
Saint Bonaventure University 1991 — 1995
Bachelors, Accounting
Och-Ziff Capital Management December 2012 - Present
Price Waterhouse Coopers October 2009 - December 2012
BDO Seidman, LLP June 2008 - August 2008
Skills
Financial Reporting, Hedge Funds, Analytics, Financial Analysis, Accounting, Auditing, Financial Services, Internal Controls, Access, Asset Management, Microsoft Excel, Financial Accounting, US GAAP, Microsoft Office, Assurance, Valuation, Bloomberg, Account Reconciliation, Financial Statements, Equities
Education
Pace University - Lubin School of Business 2004 — 2009
BBA/MBA, Public Accounting
Pace University - Lubin School of Business 2004 — 2009
Master of Business Administration (M.B.A.), Public Accounting
Och-Ziff Capital Management September 2008 - Present
Lehman Brothers November 2007 - September 2008
GFI Group August 2005 - November 2006
Clarendon Insurance Group September 1998 - August 2005
Marubeni Corporation December 1996 - September 1998
Skills
Business Analysis, SQL, Requirements Analysis, Quality Assurance, SDLC, HP Quality Center, Microsoft SQL Server, User Acceptance Testing, Databases, Oracle, Visio, Unix, Agile Methodologies, Teamwork
Education
Pace University - Lubin School of Business 1993 — 1996
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Securities April 2015 - Present
Och-Ziff Capital Management October 2013 - January 2015
Goldman Sachs 2006 - October 2013
State Street Bank 2004 - 2006
Fiserv Securities 2003 - 2004
Education
Wagner College 2009 — 2011
MBA - Health Care Administration
Wagner College 2004 — 2006
MBA, Business Administration and Management, General
Saint John's University 2002 — 2004
BA, Finance
State University of New York College at Oneonta 2000 — 2002
Notre Dame Academy 1996 — 2000
St. Joseph's Hill Academy
The Boston Consulting Group February 2015 - Present
The Boston Consulting Group August 2013 - January 2015
The Boston Consulting Group August 2011 - July 2013
Och-Ziff Capital Management March 2007 - December 2008
Morgan Stanley July 2004 - February 2007
Skills
Private Equity, Mergers, Corporate Finance, Venture Capital, Investments, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Management Consulting, Business Strategy, Corporate Development, Strategy, Competitive Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
Williams College 2000 — 2004
BA
Rabobank June 2015 - Present
Goldman Sachs November 2010 - June 2015
Och-Ziff Capital Management November 2009 - December 2010
Deloitte & Touche August 2003 - November 2009
Skills
Accounting, Financial Reporting, Valuation, SEC filings, Financial Analysis, Financial Modeling, Corporate Finance, US GAAP, Due Diligence, Private Equity, Capital Markets, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., SEC Filings
Education
The University of Memphis 1998 — 2002
B.B.A., Accounting, Finance
Och-Ziff Capital Management February 2013 - Present
HedgeServ Corporation August 2011 - January 2013
Goldman Sachs Agency Lending (GSAL) January 2010 - June 2010
Société Générale January 2009 - August 2009
BNY Mellon Asset Management 2009 - 2009
The Bank of New York Mellon January 2008 - December 2008
Hennion & Walsh June 2007 - September 2007
Skills
Hedge Funds, Fund Of Funds, Fund Administration, Securities Lending, Prime Brokerage, Investments, Equities, Equity Swaps, Derivatives, Options, FX Options, Fixed Income, Bloomberg, Reuters, Microsoft Excel, VBA, PowerPoint, Outlook, Microsoft Word, Lotus Notes, Visio, CRM, Pivotal CRM, Databases, Long/Short Equity, Eze Castle, Charles River IMS, Bloomberg Terminal, Trading Systems, Bonds, ETFs, DTC, Communication Skills, Team Leadership, Strategic Leadership, Operations Management, Financial Services, Asset Management, Mutual Funds, Corporate Actions
Education
Northeastern University 2006 — 2011
BSBA, Finance
Passaic Valley Regional High School 2002 — 2006
High School Diploma
Och-Ziff Capital Management July 2014 - Present
BNY Mellon June 2010 - Present
DC9 2009 - 2010
Skills
Management, CRM, Time Management, Marketing, Finance, Asset Management, Competitive Analysis, Employee Benefits, Mutual Funds, Due Diligence, Office Management, Bloomberg, Business Development
Education
Quinnipiac University - School of Business 2005 — 2009
B.S, Finance/Marketing
Och-Ziff Capital Management August 2010 - Present
RSM McGladrey, Inc 2008 - 2010
Skills
Accounting, Auditing, Financial Reporting, Hedge Funds, SEC filings, US GAAP
Education
Pace University-Pleasantville/Briarcliff Campus 2004 — 2008
BBA, Accounting
Citco Fund Services September 2014 - Present
Barclays Investment Bank November 2013 - July 2014
Hedge Fund December 2010 - December 2013
Credit Suisse October 2009 - November 2010
RBC Capital Markets July 2008 - September 2009
Bear Stearns January 2008 - May 2008
Och-Ziff Capital Management May 2007 - January 2008
Bank of America March 2005 - April 2007
Morgan Stanley Wealth Management April 2004 - March 2005
Merrill Lynch July 2003 - April 2004
Skills
Event Management, Entrepreneurship, Social Media, Strategic Planning, Email Marketing, Salesforce.com, Business Analysis, Project Management, SEO, Marketing Strategy, Software Development, Online Advertising, Event Planning, Start-ups, Public Relations, User Acceptance Testing, Business Intelligence, Trading
Education
New York University 1991 — 1992
Finance and Marketing
New York Military Academy 1983 — 1989
High School Degree JROTC/ROTC
Och-Ziff Capital Management August 2014 - Present
Goldman Sachs July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Goldman Sachs Asset Management June 2010 - August 2010
Skills
Bloomberg, Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Investment Banking, Investments, PowerPoint, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Business Honors / Finance
ACA Compliance Group October 2014 - Present
HSBC Global Asset Management (USA) Inc. December 2013 - April 2014
Och-Ziff Capital Management September 2009 - December 2013
TUDOR INVESTMENT CORPORATION May 2007 - September 2009
Lehman Brothers April 2004 - May 2007
Instinet Incorporated November 1999 - April 2004
Financial Services Industry July 1991 - November 1999
Skills
Capital Markets, Private Equity, Alternative Investments, Equities, Securities Regulation, Mutual Funds, Fixed Income, Hedge Funds, KYC, Asset Management, Derivatives, Series 7, Marketing, Securities, AML, Risk Management, Bloomberg, FINRA, Due Diligence, Fund Of Funds, Options, Prime Brokerage
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Economics
Nucleus Holding Group August 2010 - Present
WOO Sports April 2015 - Present
Wine Owners May 2015 - Present
Little House Productions January 2013 - Present
Wine Owners October 2012 - May 2015
Icebergs - Acquired by Pinterest September 2012 - July 2014
Elcot Capital Management November 2013 - June 2014
Och-Ziff Capital Management March 2010 - April 2012
Marshall Wace September 2006 - March 2010
J.P. Morgan August 2003 - July 2006
Skills
Equity Trading, Hedge Funds, Equities, Bloomberg, Derivatives, Trading, Asset Managment, Commodity, Asset Management, Investments, Electronic Trading, Financial Markets, ETFs, Portfolio Management, Equity Derivatives, Investment Management, Trading Systems, Emerging Markets, Investment Banking, Fixed Income, Capital Markets
Education
London School of Economics and Political Science 2000 — 2003
Economics
Rugby School, Warwickshire 1997 — 1999
Och-Ziff Capital Management July 2014 - Present
Credit Suisse July 2012 - July 2014
Potomac River Capital LLC January 2012 - May 2012
Credit Suisse June 2011 - August 2011
Hovde Capital September 2010 - May 2011
Merrill Lynch May 2010 - August 2010
Podesta Group September 2009 - May 2010
U.S. House of Representatives January 2009 - May 2009
Skills
Equities, Hedge Funds, Financial Services, Wealth Management, Leveraged Finance, Global Macro, Capital Markets, Bloomberg, Financial Modeling, Valuation, Fixed Income, Investment Banking
Education
The George Washington University 2008 — 2012
BA, Economics
Tabor Academy 2004 — 2008
Barclays November 2012 - Present
Barclays Capital March 2011 - November 2012
Och Ziff Capital Management February 2008 - March 2011
Merrill Lynch August 2007 - February 2008
Israel Discount Bank January 2005 - September 2005
Amazing Amusements and Entertainment May 1997 - September 2004
New Horizons in Autism February 2000 - September 2000
Skills
Derivatives, Equities, Middle Office, Interest Rate..., Credit, Settlement, Structured Products, Management, Structured Finance, Account Reconciliation, Foreign Exchange, Project Management, Software Documentation
Education
Seton Hall University 2006 — 2007
MBA, Finance
Rutgers University 2001 — 2005
B.S, Sociology and Economics
Spectrum Asset Management Inc. May 2015 - Present
Och-Ziff Capital Management March 2013 - May 2015
Helios Advisors LLC June 2012 - February 2013
J.P. Morgan December 2009 - June 2012
Education
Northeastern University 2006 — 2009
Bachelor's Degree, Business Administration
Och-Ziff Capital Management March 2013 - Present
4D Security Solutions, Inc. July 2010 - February 2013
NCR Corporation August 2009 - June 2010
Penske Logistics April 2007 - June 2009
Diebold January 2004 - March 2007
Comarco March 2003 - December 2003
Skills
.NET, SQL, XML, Prism, Multithreading, WCF, Microsoft SQL Server, Design Patterns, WPF, XAML, C#, MVVM, ASP.NET
Education
Madurai Kamaraj University 1995 — 1999
Bachelor of Engineering, Computer Science
Goldman Sachs December 2009 - Present
Och-Ziff Capital Management 2013 - 2014
JPMorgan Chase July 2007 - September 2009
Bear Stearns June 2006 - July 2007
Education
Pace University - Lubin School of Business 2003 — 2007
Finance, Economics
Morgan Stanley October 2011 - October 2014
Woodbury Financial Services December 2008 - October 2011
Och-Ziff Capital Management June 2007 - September 2008
Merrill Lynch June 2005 - July 2007
Commerce Bank September 2003 - June 2005
Skills
Bloomberg, Investments
Education
St. John's University 2004 — 2006
Master’s Degree, Criminal Justice Leadership
St. John's University 1997 — 2002
Bachelor’s Degree, Finance and Financial Management Services
Och-Ziff Capital Management August 2013 - Present
PwC July 2011 - August 2013
PricewaterhouseCoopers August 2009 - June 2011
Education
State University of New York at Buffalo - School of Management 2005 — 2009
BS, Accounting
University at Buffalo 2005 — 2009
BA, Psychology
OnPoint Partners April 2008 - Present
Och-Ziff Capital Management July 2004 - March 2008
GRP Partners 2001 - 2004
Astra West 1998 - 1999
Access Managed Health Care 1996 - 1998
Skills
Healthcare, Hospitals, Medicaid, Managed Care, Management
Education
New York University 1994 — 1998
B.A., FIne Arts, Philosophy, French
Borderfree June 2014 - Present
Benjamin Deibert Photography January 2008 - Present
Och-Ziff Capital Management September 2005 - June 2014
New York University October 2002 - August 2005
Skills
Photoshop, Wordpress, Microsoft Office, Lotus Notes, Facebook, Social Media, Adobe Bridge, Spanish, Photography, Wedding Photography, Digital Photography, Event Photography, Travel Photography, HVAC, Facilities Management, Command Work Station, Twitter, Supply Management, Office Management, Printers, Budgets, Invoicing
Education
New York University
Bachelor of Arts (B.A.), Music Technology
Och-Ziff Capital Management July 2012 - Present
IRIS - Institut de Relations Internationales et Stratégiques March 2010 - August 2010
Foreign Policy Research Institute September 2009 - December 2009
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), International Relations, French and East Asian Area Studies
Sciences Po 2010 — 2010
International Relations
Och-Ziff Capital Management July 2014 - Present
Deutsche Bank June 2011 - July 2014
Tishman Speyer March 1997 - June 2011
Fried Frank 1993 - 1997
Skills
Real Estate Private..., Investment Properties, Real Estate Financing, Acquisitions, Leases, Real Estate Transactions, Commercial Real Estate, Disposition, Real Estate Development, Asset Management, Asset Managment, Corporate Real Estate, Due Diligence, Financial Modeling, Management, Portfolio Management, Private Equity, Real Estate, Real Estate Economics, Valuation
Education
Cardozo School of Law 1989 — 1991
JD
Tulane University - A.B. Freeman School of Business 1984 — 1988
BSM, Business
Point72 Asset Management March 2015 - Present
Och-Ziff Capital Management April 2014 - March 2015
Barclays Capital February 2013 - April 2014
UBS Investment Bank October 2010 - November 2012
Dell Services September 2002 - October 2010
Plural (acquired by Dell) July 1996 - September 2002
Skills
.NET, C#, VBA, Excel, Win32, WPF, C++, Bloomberg, Sybase, T-SQL, SQL Server, Access, Fixed Income, Credit Derivatives, Bonds, Windows Services, Oracle, Integration, Electronic Trading, ASP.NET, ASP, Money Transfer, Microsoft SQL Server, MVVM, Prism
Education
Hofstra University
BS, Computer Science
Paul, Weiss, Rifkind, Wharton & Garrison LLP August 2012 - Present
Och-Ziff Capital Management November 2007 - 2012
Skills
VMware ESX, Citrix, Disaster Recovery, VMware, Data Center, Blackberry Enterprise..., Virtualization, vSphere, Servers, Windows, Cisco Technologies, DNS, SAN, Asset Management, System Administration, Active Directory, Windows Server, VPN, Asset Managment, F5 BigIP, EMC Storage
Education
NYIT
Wayfair August 2015 - Present
Och-Ziff Capital Management March 2014 - May 2015
Outward Bound March 2009 - December 2013
Outward Bound March 2009 - January 2010
Skills
Non-profits, Fundraising, Leadership Development, Event Management, Youth Development, Volunteer Management, Organizational..., Annual Giving, Program Development, Community Outreach, Grant Writing, Experiential Education, Grants, Strategic Planning, Backpacking, Social Media, Nonprofits, Public Speaking
Education
Union College 2004 — 2008
BS, Psychology, English
Actium Group 2009 - 2013
Och-Ziff Capital Management 2008 - 2008
Goldman Sachs 2006 - 2008
Morgan Stanley 2005 - 2006
Skills
Private Equity, Investment Banking, Hedge Funds, Financial Modeling, Financial Analysis, M&A due diligence, M&A experience, Venture Capital, Equity Valuation, Accounting
Education
Northwestern University School of Law 2013 — 2016
JD
Northwestern University - Kellogg School of Management 2013 — 2016
MBA
Seoul National University 1998 — 2003
BA, Economics
Och-Ziff Capital Management September 2013 - Present
Lighthouse Partners August 2012 - September 2013
Ernst & Young November 2010 - August 2012
McGladrey & Pullen September 2007 - November 2010
Skills
Hedge Funds, Financial Services, Financial Accounting, Financial Reporting, US GAAP, Investment Management, Fund Accounting, Alternative Investments, Big 4, CPA, GAAP, Financial Statements, Valuation, Financial Modeling, Asset Management, Consolidation, Consolidated Financial..., SEC filings
Education
Hofstra University 2003 — 2007
BBA
Och-Ziff Capital Management July 2013 - Present
BlackRock April 2009 - June 2013
R3 Capital Partners 2008 - 2009
Lehman Brothers 1997 - 2008
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
James Madison University
BS, Quantitative Finance
Goldman Sachs August 2010 - Present
Och-Ziff Capital Management October 2006 - August 2010
Education
Rutgers University-New Brunswick 1999 — 2003
BA, Economics
Och-Ziff Capital Management November 2007 - April 2013
PwC July 2003 - November 2007
Education
Indiana University - Kelley School of Business 1999 — 2003
Bachelor's degree, Accounting and Finance
Western Reserve Academy 1995 — 1998
Och-Ziff Capital Management June 2007 - Present
UBS Wealth Management July 2004 - June 2007
Sawaya Segalas Investment Bank May 2004 - July 2004
Tuxedo Park Country Club May 2003 - September 2003
Skills
Fixed Income, Hedge Funds, Alternative Investments, Investor Relations, Private Equity, Equities
Education
Manhattan College 2000 — 2004
BS, Finance & International Business
Och-Ziff Capital Management June 2012 - Present
PwC October 2008 - June 2012
Skills
Accounting, Auditing, CPA, GAAP, Financial Reporting, Internal Controls, SEC Filings, SEC filings, US GAAP
Education
Queens College 2005 — 2008
BA, Accounting
Blue Mountain Capital Group July 2014 - Present
Och-Ziff Capital Management June 2008 - July 2014
Cedarview Capital Management January 2005 - May 2008
Skills
Operational Due..., Hedge Funds, Fixed Income, Bloomberg, Capital Markets, Equities, Derivatives
Education
New College of Florida 1999 — 2003
BA, Biological Psychology
Och-Ziff Capital Management November 2007 - Present
Education
Susquehanna University
BS, Economics
SunEdison October 2013 - Present
Och-Ziff Capital Management July 2011 - Present
Redwood Trust June 2005 - Present
TIAA-CREF 2006 - 2010
Bechtel Group, Inc. 1997 - September 2002
Education
California State University, Hayward (now East Bay) 1981 — 1983
Master of Business Administration (MBA), Finance, General
The University of South Dakota 1974 — 1978
Bachelor of Science (BS), Business Administration and Management, General
Och-Ziff Capital Management 2015 - Present
Spiegel August 2010 - August 2014
Signature Styles 2008 - 2010
Spiegel Catalog 2006 - 2008
Skills
Merchandising, Apparel, Fashion, Retail, Sourcing, E-commerce, Trend Analysis, Product Development, Trend, Negotiation, Outlook, Advertising, Inventory Management, Marketing, Management, Cross-functional Team...
Education
Quinnipiac University 2002 — 2006
Bachelor of Arts (BA), Advertising
Och-Ziff Capital Management April 2013 - Present
Moore Capital Management January 2011 - March 2013
Barclays Capital 2002 - December 2010
Skills
Derivatives, Hedge Funds, Options, Trading, Emerging Markets, Bloomberg, Financial Markets
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.)
Och-Ziff Capital Management July 2015 - Present
Och-Ziff Capital Management June 2014 - August 2014
Arcadia Investment Partners June 2013 - August 2013
CBRE November 2012 - May 2013
Studley June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BSc), Finance
UCL 2013 — 2013
Economics
Cherry Hill High School East 2007 — 2011
Hilcorp Energy Company March 2010 - Present
Och-Ziff Capital Management May 2008 - April 2010
Kelly Hart & Hallman LLP May 2003 - May 2008
Education
Texas Tech University School of Law 1998 — 2001
Doctor of Law (J.D.)
The University of Texas at Austin 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Och-Ziff Capital Management 2013 - Present
The Blackstone Group 2009 - 2013
Merrill Lynch 2004 - 2009
Lehman Brothers 2003 - 2004
Mellon Financial 2002 - 2003
PwC 1999 - 2002
Skills
Deferred Compensation, Human Resources
Education
Penn State University 1995 — 1999
Bachelor of Science: Finance, Minor: Real Estate, Business/Finance/Real Estate
Och-Ziff Capital Management September 2015 - Present
Och-Ziff Capital Management April 2014 - September 2015
EMF Financial Products LLC July 2007 - April 2014
EMF Financial Products LLC June 2004 - July 2007
Skills
Microsoft Office, Sungard VPM, Hedge Funds, Financial Audits, Investment Companies, Financial Statements, Regulatory Examinations, Regulatory Documentation, Regulatory Requirements, SEC filings, SEC form PF, CFTC filings, Compliance, Compliance Program..., Best Execution Testing, Trade Allocation Testing, Fixed Income Strategies, P&L reconciliation, Accruals, Fund Accounting, General Ledger..., Cash Management, Accounts Payable, Interest Rate..., Interest Rate Swaps, CDS, 401k, 401k Rollovers, Investor P&L Allocation, Investor Reporting, Anti Money Laundering, Can Do Approach, Account Reconciliation, Accounting, Alternative Investments
Education
Hofstra University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Accounting, 3.77
Nassau Community College 2000 — 2002
Associate of Science (A.S.), Accounting, 3.67
Och-Ziff Capital Management September 2014 - Present
SS&C GlobeOp October 2012 - Present
SS&C GlobeOp January 2011 - September 2012
Cutwater Asset Management November 2009 - December 2010
Skills
Fund Accounting, Hedge Funds, Fund Of Funds, Financial Statements, Account Reconciliation, Partnership Accounting, Microsoft Excel, Fund Administration
Education
Lehigh University 2005 — 2008
Bachelor of Science, Accounting and Finance
Pace University 2008 — 2010
Master of Business Administration (MBA), Accounting
Och-Ziff Capital Management February 2012 - Present
The D. E. Shaw Group March 2010 - February 2012
Barclays September 2008 - March 2010
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2006 - August 2006
Education
Washington and Lee University 2003 — 2007
The London School of Economics and Political Science (LSE) 2005 — 2005