Permal Group
Industry: Hedge fund company
DescriptionPermal Group is a global investment management firm focused on hedge funds and private equity funds products for international investors. Permal, founded in 1973, operates one of the oldest fund of hedge funds and manages approximately $22 billion in assets. Headquarters: New York City, NY Founded: 1973 Total assets: 22 billion USD Subsidiaries: EnTrust Partners Offshore LP, Parent organization: Legg Mason
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Permal Group Employees
Wyndham Consumer Finance March 2013 - Present
Permal Group July 2011 - August 2011
Eli Lilly and Company May 2011 - July 2011
Ernst & Young October 2008 - July 2009
Ernst & Young August 2006 - September 2008
Skills
Financial Reporting, Forecasting, Internal Controls, Budgeting, Audit, Financial Analysis, Accounting, Corporate Finance, Excel, Financial Accounting, PowerPoint, Business Strategy, Data Analysis
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance, Accounting, Business Analytics
Alliance Française 2010 — 2010
A2, French
Southwestern University of Finance and Economics 2002 — 2006
Bachelor of Economics, Finance Jul
GE Capital July 2015 - Present
GE Capital July 2013 - June 2015
Permal Group May 2011 - August 2011
21 Federal May 2010 - August 2010
Self-Employed 2005 - 2009
Skills
Economics, PowerPoint, Research, Microsoft Excel, Microsoft Office, Spanish, Microsoft Word, Outlook, Teamwork, Social Media, Time Management, Qualitative Research, Bloomberg, English, French, Hedge Funds, Policy Analysis, Asset Managment, Intermediate Spanish, Basic Arabic, Basic Czech, Translation
Education
Saint Lawrence University 2008 — 2012
Bachelor's Degree, Government, Minor: History
Charles University in Prague 2010 — 2010
Political Science and International Studies
Windsor High School 2004 — 2008
High Honors Diploma
Citi June 2015 - Present
Société Générale June 2014 - August 2014
Morgan Stanley June 2013 - May 2014
Permal Group November 2012 - May 2013
Newbury Capital Partners June 2012 - August 2012
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration, Finance, Graduated Magna Cum Laude
Permal Group May 2015 - Present
Permal Group, Inc. August 2011 - April 2015
Hint Water, Inc. July 2009 - July 2011
Oppenheimer & Co. October 2007 - May 2009
Skills
Market Research, Analysis, Financial Analysis, Bloomberg, Project Management, Sales, Marketing, Management, Financial Modeling, Microsoft Excel, Social Media Marketing
Education
Fordham University 2006 — 2010
BS Business Administration, Finance, Marketing, Economics
University College Dublin 2008 — 2008
International Business
ENSO Financial Analytics July 2015 - Present
Permal Group July 2014 - July 2015
TUDOR INVESTMENT CORPORATION February 2012 - July 2014
McKinsey & Company March 2011 - May 2011
University of Connecticut Student Managed Fund August 2010 - May 2011
Student Health Services October 2009 - May 2011
Warnaco Group, Inc May 2010 - December 2010
JVC Electrical June 2005 - January 2010
Skills
Forecasting, Corporate Finance, Finance, Investments, Analysis, Strategic Financial...
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Finance
Isenberg School of Management, UMass Amherst August 2014 - Present
FBR March 2014 - August 2014
Jacksonville Jaguars April 2013 - August 2013
Permal Group September 2012 - May 2013
Skills
Equity Research, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Film, Macroeconomics, Microeconomics
Education
Isenberg School of Management, UMass Amherst 2014 — 2016
Master of Business Administration (M.B.A.), MBA/MS in Sports Management, First Year
New York University - Leonard N. Stern School of Business 2010 — 2012
Bachelor's Degree, Finance, General
Loyola University Maryland 2008 — 2010
Georgetown Preparatory School 2004 — 2008
Otiac Spanish Language School 2007 — 2007
Get In Shape For Women August 2015 - Present
MVP Executive Search and Development May 2015 - Present
Iona College, Department of Psychology October 2014 - Present
Get In Shape For Women January 2014 - Present
Permal Group October 2014 - April 2015
Skills
Research, Psychology, SPSS, Job Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Legal Research, Higher Education, Editing, Customer Service, Proofreading, Public Speaking, Teamwork, Legal Writing, SharePoint, Social Networking, Time Management, Interviews, Leadership Development, Statistics, PeopleSoft, HRIS, Coaching
Education
Iona College 2013 — 2015
Master of Arts (M.A.), Industrial and Organizational Psychology, Summa Cum Laude
City University of New York City College 2007 — 2012
Bachelor of Arts (B.A.), Psychology and Political Science, Summa Cum Laude
Jenner & Block LLP October 2014 - Present
San Diego Volunteer Lawyer Program January 2014 - January 2014
Jenner & Block June 2013 - August 2013
Office of Boston City Councilor John Connolly January 2013 - April 2013
Mexican American Legal Defense Fund May 2012 - July 2012
Permal Group June 2011 - August 2011
Education
Harvard Law School 2011 — 2014
Rutgers University 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Apollo Global Management LLC August 2015 - Present
Permal Group May 2010 - Present
Skills
Hedge Funds, Office Management, Administrative..., Microsoft Office, Accounting, QuickBooks, Time Management, Microsoft Excel, Event Planning, Budgets, Asset Managment, Social Networking, Investments, Bookkeeping, Outlook, Recruiting, Leadership, Management, Social Media, Public Speaking
Education
New York University
Matthew Corozine Studio 2003 — 2012
City University of New York-Hunter College
Putnam Investments May 2014 - Present
Putnam Investments September 2013 - April 2014
Workbridge Associates June 2013 - September 2013
St. Lawrence University January 2010 - May 2013
Permal Group June 2012 - August 2012
Thelomathesian Society (Student Government) November 2010 - January 2012
Curley Company May 2011 - August 2011
Bankers Healthcare Group, Inc. March 2010 - August 2011
Toggenburg Junior Ski Racing Association November 2006 - March 2011
Skills
Public Speaking, Public Relations, Mutual Funds, Equities, Fixed Income, Defined Contribution, Strategic Communications, Student Affairs, Sales, Fundraising, Leadership, Social Networking, Social Media, Microsoft Office, Research, Event Management, Asset Management, PowerPoint, Facebook, Microsoft Excel, Series 7, Recruiting, Data Analysis, Teamwork, Management, Nonprofits, Series 63, Spanish, Admissions, Community Outreach, Social Media Marketing, International Relations, Customer Service, Editing, Retirement, Investments, Finance, Cision, Higher Education, Coaching, Resume Writing, Training, 401k
Education
St. Lawrence University 2009 — 2013
Bachelor’s Degree, Government
Austo-American Institute 2012 — 2012
Semester Abroad: Vienna, Austria, International Business, International Relations
Cazenovia Central School
High School
Permal Group January 2014 - Present
Permal Group January 2012 - January 2014
Permal Group January 2011 - January 2012
Blank Financial Group May 2010 - December 2010
ReGen Capital September 2008 - May 2010
Skills
Financial Markets, Series 7, Series 63, Manage Client..., Manage Consultant..., Fund Of Funds, Alternative Investments, Bloomberg, Investor Relations, Management, Fixed Income, Microsoft Excel
Education
State University of New York at Binghamton 2004 — 2008
BA, English
Series 7, 63 License Holder
Permal Group January 2014 - Present
Goldman Sachs August 2012 - January 2014
Goldman Sachs July 2008 - July 2012
Skills
Investments, Alternative Investments, Investment Management, Financial Modeling, Fixed Income, Asset Management, Private Equity, Mutual Funds
Education
University of Maryland College Park 2001 — 2005
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Temple University - Fox School of Business and Management
BA, Accounting
Permal Group August 2012 - Present
SkyBridge Capital January 2011 - April 2012
Morgan Stanley August 2005 - December 2010
Credit Suisse April 2003 - August 2005
Skills
Alternative Investments, Hedge Funds, Investor Relations, Trading, Bonds, Financial Markets, Private Equity, Asset Allocation
Education
New York University 2001 — 2005
Bachelor's Degree, History, Cum Laude
Delbarton School 1997 — 2001
High School
Permal Group January 2015 - Present
UBS July 2014 - December 2014
Campbell and Company May 2013 - August 2013
The Cordish Company October 2012 - February 2013
UBS June 2012 - August 2012
WDOT Port Washington Radio 2008 - 2010
AT LAST Port Washington Summer District Summer Camp 2006 - 2010
Education
The Johns Hopkins University 2010 — 2014
Bachelor's degree, Economics
Paul D. Schreiber High School 2006 — 2010
NYU CV Starr Center for Applied Economics August 2013 - Present
Memorial Sloan Kettering Cancer Center May 2014 - August 2014
Permal June 2013 - August 2013
Permal Group October 2012 - May 2013
Skills
Leadership, Cpr Certified, HTML, Photoshop, Marketing, Public Relations, Accounts Payable, Filing, Mutual Funds, Teaching, Windows, English, Critical Thinking, Healthcare, Public Health
Education
New York University 2012 — 2016
Bachelor's Degree, Nursing
John P. Stevens High School 2008 — 2012
Permal Group September 2014 - Present
Sentia Education August 2013 - February 2014
Denison University Athletics Department August 2009 - May 2012
Cravath, Swaine & Moore LLP June 2011 - August 2011
Children's Miracle Network January 2008 - May 2011
Cartan Tours May 2010 - July 2010
LIFT Community Service September 2007 - June 2008
Skills
Social Media, Fundraising, Microsoft Office, Analysis, PowerPoint, Event Planning, Public Relations, Research, Nonprofits, Public Speaking, Microsoft Excel, Customer Service, Blogging, Editing, Facebook
Education
Denison University 2008 — 2012
Bachelors of Arts, Communication Studies, Political Science
Hackley School 2004 — 2008
History Honors
Aspect Capital January 2010 - Present
Meridian Capital Partners January 2008 - June 2009
Permal Group 2004 - 2008
Citibank NA 2002 - 2004
BankBoston International Private Bank 1999 - 2002
Merrill Lynch 1991 - 1999
Philipp Brothers 1988 - 1989
The Chase Manhattan Bank 1982 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Georgetown University 1978 — 1982
BSFS, International Economics
BDO USA, LLP February 2015 - May 2015
Permal Group December 2014 - February 2015
FTI Consulting February 2014 - May 2014
Akris June 2013 - August 2013
Wells Fargo June 2013 - June 2013
PwC September 2011 - December 2011
Skills
Microsoft Excel, Accounting, Accounts Payable, Microsoft Word, PowerPoint, Customer Service, Accounts Receivable, Outlook, Teamwork, Tax Preparation, Communication, Highly detail oriented, Vlookup, GoSystems
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting/150 credits CPA eligible
Permal Group 2013 - Present
PwC 2009 - 2013
Skills
CPA, Auditing, GAAP, SEC filings, Internal Controls, Big 4, External Audit, Financial Accounting
Education
Bryant University 2005 — 2009
Bachelor of Science (BS), Accounting
Liberty University 2009 — 2010
Master's degree, Accounting
Morgan Stanley November 2014 - Present
Permal Group April 2014 - July 2014
Center for International Private Enterprise June 2013 - August 2013
Bank of East Asia June 2012 - September 2012
Bank of East Asia June 2011 - September 2011
Monochamp International Co. Limited June 2010 - September 2010
Education
Georgetown University 2012 — 2013
Master’s Degree
University of Minnesota-Twin Cities
Bachelor’s Degree
Permal Group October 2013 - Present
Permal March 2012 - October 2013
Permal Asset Management April 2008 - March 2012
Franklin Credit Management May 2007 - April 2008
Tribeca Lending Corporation July 2004 - May 2007
Tribeca Lending Corporation July 2003 - July 2004
Skills
Databases, HTML, Microsoft SQL Server, Software Development, SDLC, Windows, Software Documentation, T-SQL, Windows Server, Virtualization, Security, Network Security, Servers, Technical Support, SQL, Disaster Recovery, Project Management, Active Directory, Business Analysis, Crystal Reports, Database Administration, Information Technology, Windows 7, Access, Unix, XML, Oracle
Education
Boston University 2011 — 2012
M.S., Computer Information Systems with Concentration in Security, 3.63
Sacred Heart University 1999 — 2003
B.S., Computer Science - Information Technology, 3.25
Golub Capital May 2014 - Present
Permal Group October 2011 - May 2013
Starbucks August 2009 - May 2011
Skills
C++ Language, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Project Management, Delegation, Cost Efficiency, Customer Service, Social Media, Mathematics, Maple, PADI Advanced Open..., PowerPoint, Outlook, Access
Education
Stony Brook University 2015 — 2018
Bachelor of Engineering (BE), Engineering Science
Borough of Manhattan Community College 2011 — 2014
Associate of Science (A.S.), Engineering Science, 3.76
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
NYU Stern School of Business March 2011 - June 2013
Permal Group June 2012 - August 2012
Brittany Capital, Inc. June 2011 - October 2011
Skills
Finance, Public Speaking, Financial Analysis, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Valuation, Market Research, Marketing, Leadership Development, Management, Investment Banking, Investments, Leadership, Financial Modeling, Corporate Finance, Banking, Microsoft Word, iWork, Marketing Strategy, Public Relations, Social Entrepreneurship, Mergers & Acquisitions, Business Strategy, Research, DCF Valuation, Precedent Transactions
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor's Degree, Finance, Business Economics, Social Entrepreneurship
University of London 2012 — 2012
NYU in London Study Abroad Program, Business, Architecture, Politics
Council Rock High School North 2006 — 2010
High School Diploma, General Studies
A.T. Kearney July 2015 - Present
A.T. Kearney May 2014 - July 2014
Permal Group March 2014 - May 2014
Ernst & Young November 2011 - June 2013
la Difesa del popolo September 2010 - June 2013
Skills
Due Diligence, Business Planning, M&A support, Financial Modeling, Valuation, Finance, Economics, Mergers & Acquisitions, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy and Marketing
Università Ca' Foscari di Venezia 2009 — 2011
Master - Accounting and Finance, Accounting and Finance, Final grade:110 / 110 cum laude
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
Exchange Student, GPA: 3.8 / 4.0
Università Ca' Foscari di Venezia 2006 — 2009
Bachelor - Business Assistance and Legal Advice, Accounting, Final grade: 110 / 110
GCM Grosvenor June 2015 - Present
RBC 2014 - Present
Applied Corporate Finance September 2013 - May 2014
Permal Group June 2013 - August 2013
Mirus Capital July 2012 - August 2012
Cedar Fund July 2011 - August 2011
Skills
Bloomberg, Capital IQ, Investments, Eikon Software, DCF Valuation, Microsoft Excel, Microsoft Word, PowerPoint, Fund Of Funds, Offshore Funds, Hedge Funds, Valuation, Bloomberg Terminal, Financial Analysis, Financial Modeling, Microsoft Office, Finance, Teamwork, Corporate Finance, Research
Education
McGill University 2010 — 2014
Bachelor of Commerce (B.Com.)
Lexington High School 2006 — 2010
Permal Group June 2014 - Present
Barclays Wealth and Investment Management October 2012 - November 2013
Deutsche Bank Securities March 2001 - July 2012
HSBC Private Bank 2006 - 2007
J.P. Morgan June 1997 - March 2001
Skills
Hedge Funds, Equities, Wealth Management, Capital Markets, Fixed Income, Derivatives, Trading, Asset Management, Bloomberg, Portfolio Management, Private Equity, Investments, Valuation, Banking, Alternative Investments, Equity Derivatives, Structured Products, Financial Markets, Mutual Funds, Investment Banking, Mergers & Acquisitions, Emerging Markets, Financial Modeling, Financial Risk, Corporate Finance, Private Banking, Financial Services, Securities, Series 7, Risk Management, Credit, Venture Capital, Due Diligence
Education
Marist College 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Ridgewood High School, Ridgewood NJ
High School Diploma
Compass May 2015 - Present
Lehigh University January 2012 - May 2015
Permal Group May 2014 - August 2014
The Bedens Brook Club May 2012 - August 2013
Skills
PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, Communication, Time Management, Organization Skills, Access, Facebook, Social Media, Teamwork, Leadership, Strong Business Acumen, Interpersonal Skills, Google Suite
Education
Lehigh University 2011 — 2015
Bachelor's degree, Finance and Management, Psychology Minor
Hopewell Valley Central High School 2007 — 2011
Permal Group June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
LA INNOVACION May 2012 - June 2012
Skills
Microsoft Excel, Economics, PowerPoint, Microsoft Office, Research, Financial Analysis, Microsoft Word, Financial Modeling, Spanish, Bloomberg, Teamwork, Valuation, Bloomberg Terminal, Data Analysis, Mandarin, English, Corporate Finance, Public Speaking, Social Media, Customer Service
Education
Babson College 2011 — 2015
Bachelor of Science (BS), Finance & Entrepreneurship
East China Normal University 2013 — 2013
Fall Semester of Junior Year
Carol Morgan School 1997 — 2011
SimCorp March 2015 - Present
Permal Group July 2012 - October 2014
Société Générale May 2011 - July 2012
Jefferies & Company October 2010 - April 2011
Sidoti & Company July 2009 - August 2009
Blue Point Securities June 2009 - July 2009
Morgan Stanley June 2008 - August 2008
Smith Barney June 2006 - August 2006
Skills
Hedge Funds, Bloomberg, Investor Relations, Equities, Alternative Investments, Fixed Income, Series 63, Asset Management
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Chaminade High School 2002 — 2006
Quorum Federal Credit Union March 2015 - May 2015
Permal Group January 2015 - March 2015
Quorum Federal Credit Union October 2014 - December 2014
New York University June 2014 - October 2014
Phipps Houses Services, Inc. April 2013 - May 2014
Sirius XM Radio Inc. August 2012 - December 2012
The Leukemia & Lymphoma Society June 2007 - August 2012
Pentax Medical Company June 2005 - June 2007
sanofi-aventis August 2004 - February 2005
National Resource Defence Council September 2003 - August 2004
Skills
ERISA, Benefits Administration, Leave Administration, Benefits Design, Budget Process, Vendor Relationships, Outsourcing Management, Payroll, Employee Benefits, Leadership, ADP Payroll, Deferred Compensation, Onboarding, Form 5500, Claims Resolution, HR Policies, New Hire Orientations, FMLA, PeopleSoft, Open Enrollment, HRIS, Executive Pay, Employee Relations, Management, Workforce Planning, Human Resources, Personnel Management, Applicant Tracking..., Talent Management, Succession Planning, College Recruiting
Education
John Jay College of Criminal Justice 2010 — 2015
Forensic Psychology, 3.5
Fairleigh Dickinson University
Business Administration and Management, General
Permal Group January 2015 - Present
Permal Group Inc April 2013 - Present
Permal Group Inc. April 2012 - April 2013
Freelance June 2011 - March 2012
Kenan Institute for Private Enterprise February 2010 - May 2011
UNC Walter Royal Davis Library January 2010 - May 2010
Bryn Mawr College August 2006 - August 2009
Bryn Mawr College October 2005 - May 2009
Virginia Museum of Fine Arts May 2008 - August 2008
Edgar Allan Poe Museum May 2008 - July 2008
Skills
Research, Microsoft Office, SharePoint, Photoshop, Databases, HTML, Writing, Access, Visio, Editing, Excel, Millennium, Premiere, Archivists' Toolkit, InDesign, Salesforce.com, Cloud Computing, Community Outreach, PowerPoint, Qualitative Research, Final Cut Pro, Video Production
Education
University of North Carolina at Chapel Hill 2010 — 2011
M.S., Information and Library Science
Bryn Mawr College 2005 — 2009
B.A., Middle Eastern History
JPMorgan Chase & Co. June 2014 - August 2014
Permal Group March 2014 - April 2014
Northern Trust February 2010 - July 2013
Northern Trust January 2009 - February 2010
Northern Trust June 2008 - January 2009
Northern Trust June 2007 - June 2008
Skills
Derivatives, Banking, Financial Services, Bloomberg, Securities, Business Analysis, SDLC, Capital Markets, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Emphases in Finance and Corporate Strategy
Miami University 2003 — 2007
Bachelor of Science (BS), Finance, General
Miami University 2003 — 2007
Bachelor of Science (BS), Finance
Richard T. Farmer School of Business 2003 — 2007
Bachelor of Science, Business; Finance
Permal Group June 2015 - Present
OHL May 2014 - June 2015
OHL May 2013 - May 2014
Skills
3PL, Warehousing, Transportation..., Logistics Management, Freight Forwarding, International Logistics, Transportation, Logistics, Supply Chain..., Freight, Supply Chain, Shipping, Customs Regulations, Supply Chain Management, Distribution Center..., Inventory Control, Import
Education
St. John's University 2010 — 2014
Bachelor of Science (BSc), Accounting, 3.5
Permal Group February 2014 - Present
Permal Group September 2013 - February 2014
Sotheby's International Realty September 2011 - September 2013
2004 - 2011 Oneonta Dance Center September 2004 - July 2011
MeadWestvaco October 2006 - September 2007
MeadWestvaco July 2006 - October 2006
Oneonta Tap Works September 1999 - August 2004
Oneonta Tap Works September 1994 - August 1999
Skills
PowerPoint, Microsoft Word, Lotus Notes, QuickBooks, Outlook Express, Google Chrome, Outlook, Customer Service, Event Planning, Administrative..., Photoshop, Event Management, Fax, Office Management, Microsoft Excel, Microsoft Office, Process Scheduler, Microsoft Publisher, Employee Relations, Adobe Acrobat, Management, Editing, Administrative...
Education
Hartwick College 1988 — 1991
Music, Theatre Arts
Hartwick College
SCIFI Herlihy Fund August 2015 - Present
RSA, The Security Division of EMC June 2015 - Present
Permal Group January 2015 - May 2015
Financial Engines May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking, Teamwork, Social Media
Education
Stonehill College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan June 2015 - Present
Permal Group February 2015 - June 2015
UBS Investment Bank August 2013 - August 2014
SmithBucklin June 2012 - August 2013
University Program Board at James Madison University March 2009 - May 2012
PADI August 2010 - January 2011
U.S. House of Representatives June 2010 - August 2010
Education
St. Mary’s University, Twickenham 2013 — 2015
Master of Business Administration (M.B.A.)
University of Phayao, Bangkok, Thailand 2014 — 2015
Certificate in International Business Practice in the Asia Pacific Region
James Madison University 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Universidad de Salamanca 2010 — 2010
Neuberger Berman June 2015 - Present
Macaulay Business Club 2012 - May 2015
Permal Group June 2014 - August 2014
Royal Bakers September 2009 - March 2014
Insight Venture Partners October 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Public Speaking, Teamwork, Event Planning, Sales, Finance, Leadership, Time Management
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Macaulay Honors College at The City University of New York 2011 — 2015
Film Academy at Magic Hour 2014 — 2014
Japanese Film and Promotion, A
Stuyvesant High School 2007 — 2011
Permal Group May 2014 - Present
Permal Group June 2013 - May 2014
St. John's University August 2010 - May 2014
Executive In Residence Program August 2013 - October 2013
Student Managed Investment Fund January 2013 - May 2013
Merrill Lynch December 2012 - January 2013
Coronado Country Club May 2012 - August 2012
Merrill Lynch Financial June 2011 - July 2011
Skills
Mathematics, Microsoft Excel, People Skills, Salesforce.com, Accounting, PowerPoint, Microsoft Word, Financial Analysis, Financial Reporting, Financial Risk, Risk Management, Young People, Data Entry, Enterprise Risk..., Financial Accounting, Valuation, Public Speaking, Microsoft Office, Investments, Social Media, Finance, Equities, Leadership
Education
St. John's University 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.7
Coronado High School
AppNeta September 2015 - Present
Permal Group June 2014 - August 2014
Worldview Entertainment September 2013 - November 2013
Revivo Energy Chews June 2013 - August 2013
Skills
Microsoft Excel, Hedge Funds, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Research, Customer Service, Teamwork
Education
St. Lawrence University 2011 — 2015
Economics and Business
The Pingry School 2008 — 2011
St. Lawrence University August 2012 - Present
Farm Credit East, ACA April 2015 - August 2015
Permal Group September 2014 - December 2014
Mainely Brews & Tavern May 2014 - August 2014
Assistance Plus Home Health Care and Mental Health Services April 2012 - January 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Macroeconomics, Office Organizing, Customer Service, Typing, Open Office, Multivariable Calculus, Microeconomics, Statistics, Filing, Fax, Linear Algebra, Social Media, Financial Economics, Microsoft Office, Marketing, Ebay Sales, Event Planning, Bulk Mailing, Networking, Time Management, Public Speaking, Teamwork, Social Networking, Editing, Market Research
Education
St. Lawrence University 2012 — 2016
Bachelor of Science (B.S.), Economics and Mathematics, Senior
Colby College 2012 — 2012
Single Variable Calculus I, 97
Lawrence High School 2006 — 2012
High School, Diploma, 97.6
Abbott Capital Management, LLC December 2014 - Present
Permal Group September 2003 - November 2014
Dominick and Dominick Advisors LLC March 2000 - September 2003
US Securities and Exchange Commission January 1994 - March 2000
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Investment Advisory, Securities, Asset Management, Private Equity, Due Diligence
Education
City University of New York-Brooklyn College 1990 — 1993
BS, Accounting, Summa Cum Laude
High School
High School
Permal Group July 2014 - Present
Lowenstein Sandler LLP December 2012 - June 2014
Day Pitney LLP September 2006 - December 2012
US Securities and Exchange Commission January 2006 - May 2006
Education
New York University School of Law 2008 — 2011
LL.M., Taxation
Washington University in St. Louis School of Law 2003 — 2006
J.D., Law
Loyola University Maryland 1999 — 2003
BBA, Marketing, Communications
Permal Group March 2006 - Present
Education
University of Scranton 2001 — 2005
BS
Permal Group July 2015 - Present
Connecticut Retirement Plans & Trust Funds February 2012 - July 2015
Purcell Capital Management LLC 1998 - 2012
Mitchell Hutchins Asset Management 1991 - 1998
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
University of Pennsylvania - The Wharton School 1986 — 1990
Permal Group December 2003 - Present
Skills
Alternative Investments, Asset Management, Hedge Funds, Equities, Private Equity, Fixed Income, Fund Of Funds, Investments, Investment Management, Derivatives
Education
University of Michigan 1979 — 1984
Bachelor of Arts (BA), English Language and Literature/Letters
Permal Group November 2013 - Present
Morgan Stanley May 2011 - November 2013
Morgan Stanley July 2009 - May 2011
UBS Investment Bank July 2007 - July 2008
Education
University of Chicago
Master of Science (MS), Financial Mathematics, 3.92 / 4.00
Duke University 2003 — 2007
Bachelor of Science (BS), Mathematics, Chemistry
Dara Capital US, Inc. February 2013 - Present
FSI Low Beta Absolute Return Fund 2012 - Present
Permal Group November 2004 - January 2011
Framework Investment Group, Inc. January 2002 - May 2004
Skills
Hedge Funds, Investments, Private Equity, Alternative Investments, Asset Managment, Due Diligence, Asset Management, Securities
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1978 — 1981
JD, Law
Skidmore College 1974 — 1978
BS, Business Economics
Permal Group September 1998 - Present
Ernst & Young January 1991 - September 1998
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Asset Management, Tax Law, Compliance, Operations, Securities, Investment Management, Mutual Funds, Fund Administration, Equities, Investor Relations, Asset Allocation
Education
University at Albany, SUNY 1990 — 1991
MS, Taxation
Binghamton University - School of Management 1985 — 1989
BS, Accounting
Ramapo Senior High
Ramapo Senior High
McGuire Denim, LLC 2013 - Present
The Pangea Network April 2012 - Present
Arden Asset Management April 2011 - December 2012
Permal Group June 2009 - April 2011
EIM November 2007 - June 2009
BlackRock January 2005 - November 2007
Skills
Hedge Funds, Alternative Investments, Institutional Investors, Pension Funds, Investment Strategies, Endowments, Asset Management, Client Service, Investments, Institutional, Emerging Markets, Wealth Management, Hedging, Pensions, Asset, Funding, Investor Relations, Wealth, Financial Planning, Asset Allocation, Equities, Fixed Income, Series 7, Commodities, Institutional Clients, Fund Of Funds, Institutional Marketing, Customer Relations, Risk Management, Asset Managment
Education
Thunderbird School of Global Management 1997 — 1998
MBA, International Business
University of Oregon 1991 — 1996
BA - Honors, Political Science
Permal Group 2013 - Present
Permal Asset Management January 2011 - September 2013
Permal Asset Management February 2009 - December 2010
Permal Asset Management June 2007 - February 2009
Oppenheimer & Co. January 2003 - May 2005
CIBC Oppenheimer March 2000 - January 2003
Callahan & Associates July 1998 - March 2000
Skills
Hedge Funds, Investments, Portfolio Management, Equities, Due Diligence, Alternative Investments, Asset Management, Valuation, Private Equity, Equity Research, Bloomberg, Financial Modeling, Fixed Income, Fund Of Funds, Series 7, Asset Allocation, Investment Management, Corporate Finance, Financial Analysis, Asset Managment, Finance, Mutual Funds, Investment Strategies, Strategy
Education
Wake Forest University School of Business 2005 — 2007
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BBA, Marketing
Permal Group June 2015 - Present
Fordham University School of Law September 2014 - Present
Vector Media New York March 2014 - August 2014
Edelman, Krasin & Jaye PLLC August 2013 - March 2014
UBS Wealth Management August 2012 - August 2013
The Cambridge Strategy June 2011 - August 2011
Wells Fargo Advisors, LLC 2010 - 2010
Edelman, Krasin & Jaye PLLC 2007 - 2010
Skills
Financial Modeling, Analysis, Valuation, Microsoft Excel, Financial Analysis, Market Research, Securities, Research, Marketing Strategy, Investments, Legal Writing, Westlaw, Oral Arguments, Business Development, Arbitration, Public Speaking, Legal Research, PowerPoint, Corporate Finance, Microsoft Office, Social Media, Business Strategy
Education
Fordham University School of Law 2014 — 2017
Doctor of Law (J.D.)
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Bayview Asset Management, LLC 2014 - Present
JM Consultants 2012 - 2014
Permal Group 2010 - 2012
Northern Trust Asset Management 2008 - 2010
Algonquin Advisors LLC 2007 - 2008
Bear Stearns 2006 - 2007
Prudential Equity Group 2003 - 2006
Skills
Hedge Funds, Asset Managment, Equities, Private Equity, Equity Research, Financial Markets, Capital Markets, Fund Of Funds, Portfolio Management, Asset Allocation, Investment Management, Due Diligence, Wealth Management, Manager Selection, Alternative Investment..., Fixed Income Strategies, Investment Strategies, Alternative Investments, Investor Relations, Mutual Funds, Investment Advisory, High Net Worth..., Asset Management
Education
Lehigh University 1999 — 2003
New York Cares December 2013 - Present
Permal Group June 2014 - December 2014
Tiger Management October 2007 - October 2013
ePromos Promotional Products May 2004 - August 2006
Skills
Hedge Funds, Bloomberg Terminal, Financial Statements, Microsoft Excel, Microsoft Word, Account Reconciliation, Microsoft Office, Fund Of Funds, Valuation, Equities, Corporate Actions, NAV, Alternative Investments, Accounts Payable, Accounts Receivable
Education
SUNY Albany 2004 — 2007
Bachelor's degree, Accounting
FactSet June 2015 - Present
The Futures Company January 2015 - May 2015
Permal Group June 2014 - August 2014
The Walters Art Museum January 2014 - May 2014
Empresas Carozzi S.A. June 2012 - August 2012
Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
The Johns Hopkins University 2011 — 2014
Bachelor of Arts - University Honors
Universidad Carlos III de Madrid 2013 — 2013
International Studies
Ransom Everglades Upper School 2007 — 2011
High School Diploma
MUFG in the Americas June 2015 - Present
Permal Group September 2014 - April 2015
Benihana October 2012 - September 2014
Youth About Business - M&A Business Camp July 2012 - August 2012
Skills
Teamwork, Time Management, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Timely Decision Making, Business Communications, Process Improvement, Team Management, Google Docs, Written & Oral..., Project Management, Microsoft Office, Financial Analysis, Public Speaking
Education
City University of New York-Baruch College 2013 — 2017
Bachelor’s Degree, Finance
OpenDoor 2014 — 2015
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
Brooklyn Technical High School 2009 — 2013
High School, Law and Society
Associated Press June 2014 - Present
International Rescue Committee July 2009 - June 2014
AIG April 2008 - July 2009
Permal Group August 2007 - April 2008
Associated Press February 2001 - August 2007
Education
James Madison University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Marketing