Pzena Investment Management
Industry: Investment management company
DescriptionHeadquarters: United States of America Founded: 2007 Subsidiary: Pzena Investment Management Inc
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Pzena Investment Management Employees
Pzena Investment Management June 2015 - Present
Syntactx July 2014 - June 2015
ValueOptions, Inc.® August 2013 - July 2014
Skills
Microsoft SQL Server, ASP.NET MVC, AngularJS, ASP.NET Web API, Software Documentation, JavaScript, SQL, Windows Azure, Business Process..., Amazon Web Services..., C#, Business Analysis, Program Implementation, Microsoft Excel, SQL Server Management..., LINQ, jQuery, Bootstrap, Amazon EC2, Amazon RDS, MongoDB
Education
Binghamton University 2007 — 2011
Bachelor of Science (BS), Cell Biology
Deerfield Academy 2005 — 2007
Mattersight Corporation July 2013 - Present
Fulbright Commission September 2012 - June 2013
Mattersight Corporation May 2012 - August 2012
Pzena Investment Management June 2011 - August 2011
Kuhn, Mitchell, Moss, Mork & Lechowicz, LLC May 2010 - August 2010
Skills
German, German Teaching, Project Management, Client Services, User Experience, Software Quality..., Visual Basic, Microsoft Excel, Microsoft SQL Server, Behavioral Analytics, Quality Assurance, Kanban, Economics, Industrial Organization, Public Speaking, PowerPoint, Microsoft Office, Data Analysis
Education
University of Notre Dame 2010 — 2012
Bachelor's Degree, Economics and German
Wheaton College 2008 — 2010
OppenheimerFunds 2001 - 2013
Citigroup Asset Management 1999 - 2001
Pzena Investment Management 1997 - 1999
Booz Allen Hamilton 1995 - 1997
Arthur Andersen & Co. 1990 - 1993
Skills
Mutual Funds, Equities, Portfolio Management, Bloomberg, Alternative Investments, Financial Services, Investments, Fixed Income, Risk Management, Equity Research, Asset Allocation, Series 7, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Finance, General
Bentley University 1986 — 1990
Bachelor of Science (BS), Accounting
UBM Tech May 2015 - Present
Seed Financial Services January 2015 - April 2015
Pzena Investment Management June 2014 - August 2014
Spotify April 2013 - May 2014
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Word, Market Research, Microsoft Office, Social Media, HTML, Entrepreneurship, Photoshop, Facebook, Teamwork, Leadership, Social Media Marketing, Java, CSS, C++, OS X, HTML5, Logic Pro, Traktor, Capital IQ, BBCode, Dreamweaver, Illustrator, OneNote, Bloomberg Terminal, ProTools, Virtual DJ, Marketing, Public Speaking, Customer Service, Management, Research, Social Networking, Event Planning, Strategic Partnerships, Sales, Start-ups, Marketing Strategy, Finance, Strategy, Data Analysis, Consulting, Business Strategy, Project Management, Analysis, Eloqua, Silverpop, Microsoft CRM
Education
Babson College 2011 — 2015
Bachelor of Science (BS), Computational and Mathematical Finance & Technology, Entrepreneurship & Design
Millburn High School 2007 — 2011
High School Diploma, 3.57
Pzena Investment Management February 2006 - Present
Oppenheimer & Co. September 2000 - January 2006
McBee Associates, Inc. March 1999 - December 1999
Skills
Asset Management, Equities, FX Trading, Equity Valuation, Employee Training, Investments, Finance, GIPS Compliance, Account Reconciliation, Revenue Analysis, Alternative Investments, Fund Accounting, UCITS, Mutual Funds, Long/Short Equity, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Securities, Valuation, Asset Managment
Education
McGill University 1996 — 1998
BA
Citi August 2015 - Present
Citi June 2013 - Present
Citi July 2011 - June 2013
Citi June 2010 - August 2010
Pzena Investment Management June 2009 - August 2009
Skills
Microsoft Excel, Data Analysis, Communication, Financial Analysis, Due Diligence, Analytics
Education
University of Michigan 2007 — 2011
Binghamton University September 2013 - Present
EY January 2015 - April 2015
Anderson Tax, LLC 2014 - 2014
Pzena Investment Management June 2013 - July 2013
Campus Based Tutoring Internship January 2013 - May 2013
Education
State University of New York at Binghamton 2014 — 2015
Master of Science in Accounting (expected 2016), Accounting/Tax
Binghamton University - School of Management 2011 — 2015
Bachelor of Science, Accounting
Pzena Investment Management April 2003 - Present
Brown Brothers Harriman February 2000 - March 2003
Sanford C. Bernstein September 1998 - January 2000
Skills
Bloomberg, Equities, Asset Managment, Investments, Portfolio Management, Securities, Mutual Funds, Valuation, Finance, Asset Allocation, Asset Management, Investment Management, Trading, Equity Trading, Investment Strategies, Financial Services, Hedge Funds
Education
Binghamton University - School of Management 1994 — 1998
BS, Finance/Management
Pzena Investment Management August 2014 - Present
Healthagen May 2013 - August 2013
Crestview Partners, LLC July 2010 - June 2012
Barclays Capital July 2008 - July 2010
Skills
Business Development, Equities, Private Equity, Corporate Finance, Financial Analysis, Due Diligence, Business Strategy, Investment Banking, Investments, Valuation, Financial Modeling, Strategy
Education
Harvard University 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Finance
MTV Networks December 2000 - Present
Leaders in .NET, SQL & Architect Development in New York City 2015 - Present
USTA September 1995 - December 2000
Pzena Investment Management August 1999 - September 2000
IBM May 1989 - February 1995
Skills
Databases, Integration, SDLC, Project Management, SharePoint, Management, Software Development, Requirements Analysis, Agile Methodologies, Software Project..., Visio, Web Applications, HTML, IT Management, Scrum, Business Intelligence, Security, IT Strategy, Business Analysis, ITIL, .NET, SQL, Solution Architecture, Information Architecture, Web Development, Website Development, Software Engineering, Software Design, Information Security, CRM Databases, Relational Databases, Offshore Management
Education
New York University 2002 — 2007
Graduate Certificate, Information Technology
Case Western Reserve University 1985 — 1989
Bachelor of Science (BS), Computer Engineering
Scottish American 2013 - Present
Pzena Investment Management 2005 - 2012
DoubleClick 2000 - 2005
PwC 1997 - 2000
Skills
Financial Modeling, Equities, Asset Managment, Value Investing, Investments, Valuation, Financial Analysis, Portfolio Management, Due Diligence, Investment Strategies, Corporate Finance, Mergers
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
Master of Business Administration (MBA)
Bucknell University 1989 — 1993
Bachelor's degree, Russian Language and Literature
Pzena Investment Management March 2012 - February 2014
LDS Philanthropies May 2008 - December 2011
HELP International January 2007 - April 2008
HELP International April 2007 - September 2007
Paraben Inc. March 2004 - May 2005
Brigham Young University April 2001 - March 2004
TwinLabs Corp September 1999 - April 2001
Skills
Public Speaking, Management, Microsoft Office, Nonprofits, Training, Research, Event Planning, Microsoft Excel, Editing, Customer Service, Middle School, Mental Health Counseling, Recruiting
Education
Brigham Young University 1997 — 2005
Bachelor of Science, Recreation Management: Youth Leadership
LIU Brooklyn
M.S. in Mental Health Counseling
Ramius Capital Group July 2011 - Present
Brill Securities January 2010 - June 2011
Exis Capital June 2009 - December 2009
Banco Safra January 2008 - June 2009
Pzena Investment Management May 2006 - December 2007
Skills
Hedge Funds, Bloomberg, Equities, Equity Research, Alternative Investments, Valuation, Asset Management, Derivatives, Portfolio Management, Capital Markets, Financial Modeling, Investments, Trading, Value Investing, Bloomberg Terminal, Investment Management, Options, Equity Trading, Series 7, Equity Valuation, Series 63, Event Driven, DCF, Capital IQ, Investment Strategies, Securities, Equity Derivatives, Trading Systems, FINRA, Structured Products, Hedging, Mergers, Financial Analysis, Investment Advisory
Education
Montclair State University 2001 — 2005
Bachelor's degree, Economics
Pzena Investment Management April 2013 - Present
Moody's Corporation October 2012 - March 2013
Kota Global Securities June 2012 - October 2012
Merrill Lynch December 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Office, Equity Research, Bloomberg Terminal, Bond Markets, Financial Accounting, Comparable Analysis, DCF Valuation, FX trading, FactSet, RFP
Education
University of Hawaii at Manoa 2007 — 2012
Bachelor of Business Administration, Accounting & Finance
Pzena Investment Management April 2014 - Present
Eze Castle Integration October 2011 - March 2014
Dendreon November 2010 - September 2011
Business Machine Technologies January 2010 - October 2010
Palm Coast Data September 2008 - January 2010
Greene Technology February 2008 - August 2008
Business Machine Technologies October 2006 - February 2008
Audemars Piguet May 2005 - October 2006
Business Machine Technologies February 2005 - May 2005
Group USA May 2001 - October 2004
Skills
Network Administration, Troubleshooting, Microsoft Exchange, Blackberry Enterprise..., Software Installation, Active Directory, VPN, Networking, Windows Server, Antivirus, DHCP, VMware Infrastructure, Citrix Metaframe, Servers, VMware, Technical Support, Group Policy, DNS, Backup Exec, Citrix, Firewalls, Cisco Technologies, Virtualization, Hardware, ITIL, VMware ESX, Norton Ghost, Blackberry, Laptops, Windows 7, XP, Computer Hardware, Operating Systems, System Administration, Symantec Endpoint..., TCP/IP, Server Administration, Disaster Recovery, Windows XP, Wireless Networking, NetApp, Storage Area Networks
Education
The Chubb Institute 2000 — 2001
Technical Support, IT
Bergen Community College
Liberal Arts
Octagon Credit Investors July 2015 - Present
Glenmede Trust Company June 2014 - August 2014
Poliquin for U.S. Congress February 2013 - January 2014
Pzena Investment Management June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Economics, Market Research, Financial Modeling, Data Analysis, Valuation, Corporate Finance, Bloomberg, Public Speaking, Microsoft Excel, Research, Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2015
Visionary Integration Professionals (VIP) January 2013 - Present
Independent Contractor July 2012 - January 2013
Benjamin Enterprises, Inc. February 2012 - July 2012
SOS Security Incorporated November 2009 - February 2012
Rothschild Asset Management January 2007 - June 2009
Pzena Investment Management 2006 - 2007
Schroder Investment Management North America Inc 2004 - 2006
Skills
RFP Administration, Government Contracts, Marketing Communications, Marketing Operations, New Business Development, Government Contracting, Government Procurement, RFP/Proposal Writer, PMAPs, Microsoft Office, RFP, Budgets, Analysis, Proposal Writing, Business Development, Strategy, CRM, Marketing, Sales, Negotiation, Team Leadership, Operations Management, Contract Negotiation, Management, Leadership, Social Media, Program Management, Strategic Planning, Training, Lead Generation, Research, Project Management, Team Building, Process Improvement, Government
Education
Marist College
Bachelor of Science (BS), Organizational Leadership & Communication, Junior
EXR Group September 2015 - Present
Mason Capital Management LLC August 2014 - April 2015
Pzena Investment Management July 2012 - July 2014
Silvercrest Asset Management June 2010 - August 2011
Skills
Finance, Research, Microsoft Excel, Microsoft Office, Marketing Strategy, PowerPoint, Marketing, Portfolio Management, Market Research, Financial Modeling, Investments, Financial Analysis, Valuation, Bloomberg, Alternative Investments
Education
Penn State University 2008 — 2012
B.A., B.S., Marketing and Economics, Graduated
The Institute at Palazzo Rucellai (Florence, Italy) 2011 — 2011
International Busniess, International Business
Pzena Investment Management August 2014 - Present
Brean Capital, LLC June 2010 - August 2014
Citigroup April 2010 - June 2010
Pali Capital, Inc June 2005 - February 2010
Seaboard Securities, Inc. July 2000 - October 2004
Skills
AML, Branch Management, Investment Advisor..., Investment Advisers Act, Securities, FINRA, Equities, Derivatives, Banking, Hedge Funds, Investment Advisory, Trading, Financial Services, Investments, Investment Banking, Emerging Markets, Securities Regulation, Brokers, Bonds, Asset Management
Education
Lehigh University 1990 — 1994
Bachelor of Science, Finance
AIG 2008 - Present
Goldman Sachs January 2008 - July 2008
Pzena Investment Management April 2006 - November 2006
Bear Stearns February 2005 - March 2006
Cravath, Swaine & Moore LLP May 2003 - October 2004
Skills
PowerPoint, Notary Public, SharePoint, SAP, Outlook, Lexis-Nexis, Microsoft Excel, Westlaw, Corporate Law, Analysis, Litigation, Finance, Risk Management, Microsoft Office, Due Diligence, Lexis, Litigation Support, Policy, Trials, Legal Research, Arbitration, Appeals, Securities
Education
Syracuse University 1998 — 2002
Wyoming Seminary College Preparatory School 1994 — 1998
Ashkenazy Acquisition Corp. January 2015 - Present
Undisclosed Startup Company August 2014 - February 2015
Pzena Investment Management June 2014 - August 2014
Credit Agricole May 2013 - June 2014
USAMail1 October 2012 - January 2013
Consumer Reports July 2012 - August 2012
Safra National Bank of New York May 2011 - August 2011
Skills
Bloomberg, Strategic Consulting, PowerPoint, Social Media Integration, Social Media Strategist, Economics, Project Analysis, Technology, Digital Photography, Photoshop, InDesign, HTML 5, HTML, Java, JavaScript, CSS, Dreamweaver, Peer Tutoring, Microsoft Word, Microsoft Excel, Microsoft Office
Education
New York University 2010 — 2012
BA, Economics
Pzena Investment Management AssociateMorgan Stanley1986 - 1991
Skills
Asset Management, Investments, Defined Benefit, Retirement Planning, 401k, Valuation, Asset Managment, Nonprofits, Alternative Investments, Fixed Income, Equities, Hedge Funds, Portfolio Management, Financial Analysis, Strategic Financial...
Education
University of Pennsylvania
Pzena Investment Management May 2012 - Present
Sloan Securities May 2009 - March 2012
AXA Advisors October 2008 - April 2009
Concord Wealth Management May 2007 - August 2007
Skills
Securities, Mutual Funds, Financial Markets, Bonds, Options, Equities, Trading, Series 7, International..., DTC, Equity Trading, Portfolio Management, Finance, Financial Services, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Settlement
Education
Rowan University 2004 — 2008
BA, Finance
Rowan University 2004 — 2008
Pzena Investment Management 2006 - Present
K&L Gates 2004 - 2006
Day Pitney LLP 2002 - 2003
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
J.D., Law
Cornell University 1996 — 1999
B.S., Industrial & Labor Relations
Morgan Stanley Infrastructure August 2010 - Present
BK Communications Group December 2008 - July 2010
Pzena Investment Management September 2007 - October 2008
Brown Brothers Harriman February 2005 - May 2007
AllianceBernstein March 1999 - January 2005
Network Television May 1991 - August 2003
Metropolis Magazine March 1988 - April 1991
Skills
Marketing Communications, Newsletters, Messaging, Marketing Strategy, Integrated Marketing, Marketing Management, Writing, Brand Development, Strategic Communications, Internal Communications, Press Releases, Conferences
Education
State University of New York at Stony Brook
BA, English and Political Science
Pzena Investment Management August 2014 - Present
Ivanka Trump February 2013 - August 2013
Thomas H. Lee Partners July 2010 - July 2012
Goldman, Sachs & Co. Inc. July 2008 - July 2010
The Nittany Lion Fund, LLC 2004 - 2008
Goldman, Sachs & Co. Inc. May 2007 - August 2007
GE Capital May 2006 - August 2006
Bear Stearns May 2005 - August 2005
Skills
Equities, Credit, Investment Management, Financial Modeling, Private Equity, Portfolio Management, Hedge Funds, Mutual Funds, Mergers & Acquisitions, Investment Banking, Investments, LBO, Financial Analysis, Long/Short Equity, Bloomberg, Corporate Development, Restructuring, Valuation, Entrepreneurship, Start-ups, Due Diligence, Venture Capital, Strategy, M&A experience, Capital Markets, Corporate Finance, Fixed Income, Alternative Investments, Mergers, Derivatives, Advisory Work, Advisory Boards, Event Driven
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Penn State University, Schreyer Honors College 2004 — 2008
B.S.
ThomasPartners, Inc. June 2013 - Present
Capital Formation Group, Inc. January 2011 - May 2013
Seacross Global Advisors, LLC June 2008 - June 2009
Pzena Investment Management November 2004 - May 2008
Skills
Equity Trading, Bloomberg, FX trading, Electronic Trading, Futures Trading, Investment Management, Trading Systems, Trading Strategies, FX Options, Hedge Funds, Portfolio Management
Education
Skidmore College 2000 — 2004
Bachelor of Arts (B.A.)
Pzena Investment Management 2015 - Present
TravelClick 2012 - 2015
FAB/Starpoint 2003 - 2011
Deloitte & Touche 1993 - 2003
Accenture / Andersen Consulting 1990 - 1993
Skills
Employee Relations, Benefits Negotiation,..., Regulatory / Compliance, Compensation, Performance Management, Training & Development, Immigration, Employee/Labor Relations, Project Management, Full Cycle Recruiting, Onboarding, Change Management, Mergers, Talent Acquisition, Recruiting, Talent Management, Management, Immigration Law, Organizational..., Employee Training, HRIS, Program Management, Human Resources, Training, FMLA, Performance Appraisal, Employee Benefits, Succession Planning, Employee Engagement, Mergers & Acquisitions, Strategy, Deferred Compensation, Interviews, Organizational Design, Sourcing, College Recruiting, Benefits Administration, Executive Management, Applicant Tracking..., Personnel Management, Industrial Relations
Education
Lehigh University 1988 — 1990
MBA, Finance
Lehigh University - College of Business and Economics 1984 — 1988
B.S Finance, Finance
Och-Ziff Capital Management April 2011 - Present
WJB Capital Group, Inc. January 2009 - February 2011
Pzena Investment Management April 2008 - October 2008
Education
University of Delaware
BA
NERA Economic Consulting September 2015 - Present
Pzena Investment Management June 2015 - August 2015
Villanova University January 2013 - May 2015
Randall Mechanical, Inc June 2014 - August 2014
USA Pro Statisticians June 2010 - September 2013
Skills
Access, Data Analysis, Microsoft Excel, PowerPoint, Spanish-speaking, Microsoft Word, Econometrics, Economics, SPSS, Time Management
Education
Villanova University 2011 — 2015
Bachelor of Business Administration (BBA), Economics, Finance
UCL 2013 — 2013
Affiliate Certificate, Economics, History
Lyrical Partners, L.P. January 2008 - Present
New Mountain Capital June 2005 - December 2007
Neuberger Berman January 2001 - May 2005
Pzena Investment Management January 1996 - January 2001
Booz & Company November 1992 - December 1995
First Manhattan Consulting Group August 1990 - November 1992
Skills
Equities, Asset Managment, Investments, Valuation, Portfolio Management, Equity Research, Investment Management, Management Consulting
Education
University of Pennsylvania 1986 — 1990
BS Economics & BS Engineering, Finance & Systems Engineering
Doshi Diagnostic Imaging Services February 2013 - Present
AllianceBernstein L.P 2006 - 2011
Pzena Investment Management November 2004 - September 2006
York International June 1997 - November 2004
Skills
Working knowledge of..., Bilingual in English..., Acquired acumen in..., Consecutive..., Acumen on code of..., Access, CRM, Customer Service, Databases, Editing, Event Management, Event Planning, Financial Analysis, Invoicing, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Press Releases, Project Management, Sales, Social Media, Social Media Marketing, Hedge Funds
Education
Long Island University
Bachelor's degree, Music
Memorial Sloan-Kettering Cancer Center
Certificate of Completion, Medical Interpreting
Penguin Random House May 2015 - Present
Core Staffing April 2015 - Present
EmblemHealth July 2010 - September 2014
Pzena Investment Management April 2006 - June 2009
Aon Risk Solutions June 2003 - October 2005
Radical Records October 1999 - March 2003
Skills
Microsoft Office, Microsoft Excel, Research, Business Analysis, Data Analysis, Project Management, Team Building, Health Insurance, Salesforce.com, Outlook, Access, Social Media, Social Networking, Healthcare, Quality Assurance, Customer Service, Microsoft Word, PowerPoint, Data Entry, Process Improvement, Leadership, Adobe Creative Suite, Marketing, Management, Apple Logic, Professional Liability, OS X, iOS, Android, Songwriting, Comedy, Creative Writing, Copywriting, Marketing Strategy, Analysis, Social Media Marketing, Program Management, Editing, Business Strategy
Education
State University of New York Empire State College 2007 — 2009
Xaverian High School 1994 — 1998
Google June 2015 - August 2015
Pzena Investment Management June 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Research, English, Squarespace, Teamwork, Photoshop, Social Networking, Event Planning, Marketing, Geological Mapping, Ancient History, Agricultural Research
Education
University of Pennsylvania 2013 — 2017
Bachelor's Degree, Science, Technology and Society, Sophomore
Stockholm School of Economics 2015 — 2015
Bachelor’s Degree
Millburn High School 2009 — 2013
Diploma
Gramercy Funds Management LLC ("Gramercy") January 2015 - Present
Gramercy Funds Management LLC January 2013 - January 2015
PwC September 2011 - January 2013
Price Waterhouse Coopers June 2010 - August 2010
Pzena Investment Management June 2008 - August 2008
Skills
External Audit, US GAAP, SEC filings, Internal Controls, GAAP, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Valuation, Big 4, Assurance, Microsoft Excel, Asset Management
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Accounting & Finance
Tuesday Musicale Juniors September 2011 - Present
Various September 2009 - Present
Pasadena & Los Angeles September 2007 - Present
Pasadena Community Orchestra August 2011 - October 2014
South Pasadena Music Conservatory September 2008 - August 2011
Violinist/Violist September 2003 - June 2008
Pzena Investment Management 2003 - 2008
Turtle Bay Music School 2005 - 2007
Harmony Foundation 2004 - 2007
Freelance studio musician June 1999 - December 2003
Skills
Orchestral Music, Chamber Music, Music Education, Recording, Studio Recording, Arts Administration
Education
Cincinnati Conservatory 1997 — 1999
MM, Violin Performance
Northwestern University 1993 — 1997
BM, Violin Performance
Visa May 2015 - Present
Ericsson June 2014 - August 2014
Pzena Investment Management June 2013 - August 2013
Skills
Java, C++, JavaScript, HTML, CSS, C#, Spanish, PowerPoint, Microsoft Office, Microsoft Word, Python, Public Speaking, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2013 — 2017
Computer Science
West Windsor - Plainsboro High School South 2009 — 2013
Pzena Investment Management February 2014 - Present
Simon and Schuster April 2012 - February 2014
EMI Music June 2010 - April 2012
Estee Lauder June 2009 - August 2009
Skills
Excel, PowerPoint, FTS, Word, SAP, Hyperion, Access, Internet Explorer, Oracle Applications, ODBC, Web Intelligence, Outlook, Business Objects, Great Plains Software
Education
Fordham University 2007 — 2011
Bachelors, Accounting
JPMorgan Chase & Co. May 2015 - Present
Flagship Credit Acceptance June 2014 - May 2015
Citco Fund Services March 2013 - May 2014
BlackRock May 2012 - March 2013
BlackRock February 2008 - April 2012
Pzena Investment Management September 2004 - January 2008
Century 21 September 2002 - August 2004
Skills
Analytical..., Accustomed to extensive..., Articulate, persuasive..., Microsoft Office, Management, Auditing, Process Improvement, Research, Account Reconciliation, Asset Management, Bloomberg, Equities, Financial Services, Investments, Fixed Income
Education
Berkeley College-New York 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Daemen College
Pzena Investment Management November 2014 - Present
Brown & Brown May 2013 - August 2013
OARSAR Capital Management, LLC November 2011 - August 2012
Skills
Industrial Engineering, Stock Trading, Trading Strategies, Portfolio Management, Investment Strategies, Investment Management, Investment Portfolios, Personal Finance, Italian languages, Process Optimization, Statistical Tools, Statistical Software, Statistical Modeling, Linear Programming, Microsoft Excel, Finance
Education
University of Michigan 2010 — 2014
B.S.E, Industrial and Operations Engineering
Hicksville High School 2006 — 2010
Pzena Investment Management January 2007 - Present
Booz & company July 1998 - February 2007
Education
Indian Institute of Management, Ahmedabad 1996 — 1998
Master of Business Administration (MBA)
Indian Institute of Technology, Kanpur 1991 — 1995
B Tech
St. Pauls School, Udaipur 1977 — 1991
Pzena Investment Management 2012 - 2014
Columbia Business School 2011 - 2012
Marathon Asset Management 2006 - 2010
Morgan Stanley 2005 - 2006
Skills
Hedge Funds, Global Macro, Alternative Investments, Fixed Income, Special Situations, Emerging Markets, Bloomberg Terminal, Leveraged Finance, Bloomberg, MBS, Capital Markets, Structured Finance, Investment Banking, Asset Management, Structured Products, Equity Research, Equities, Valuation, LBO, Financial Modeling, Investment Management, Credit Derivatives, Bonds, Private Equity, Portfolio Management
Education
Yale University 2000 — 2005
Columbia University - Columbia Business School
ARGA Investment Management, LP January 2010 - Present
Pzena Investment Management September 2003 - August 2009
Citigroup Asset Management 1998 - 2003
AllianceBernstein 1993 - 1998
Credit Suisse First Boston 1987 - 1993
Education
University of Michigan - Rackham School of Graduate Studies 1984 — 1987
MA in Asian Studies, Japan Specialization
University of Michigan - Stephen M. Ross School of Business 1984 — 1987
MBA
St. Stephen's College 1981 — 1984
BA (Hons), Economics
Timpany School 1969 — 1981
Indian School Certificate
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan October 2014 - March 2015
NYU Shanghai November 2011 - July 2013
Pzena Investment Management April 2007 - October 2008
TIAA-CREF October 1999 - February 2007
Merrill Lynch August 1993 - October 1998
Dean Witter Reynolds, Inc October 1987 - June 1991
Skills
Value Investing, Equity Research, Equities, Asset Managment, Bloomberg, Portfolio Management, Investments, Financial Modeling, Valuation, Financial Analysis
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Literature
Pzena Investment Management February 2008 - Present
Garry Investment Research January 2007 - January 2008
Ark Asset Management 1999 - 2005
Sanford C. Bernstein & Co. 1991 - 1998
McKinsey & Co. 1987 - 1991
Irving Trust Company 1981 - 1985
Congressman Bill Gradison 1978 - 1979
Education
Harvard Business School 1985 — 1987
Harvard University 1976 — 1981
B.A., Economics
Pzena Investment Management May 2012 - Present
Barclays Capital August 2009 - May 2012
Merrill Lynch May 2007 - July 2009
Grant Thornton 2005 - 2007
Skills
Financial Analysis, Risk Management, Finance, Financial Risk, Management, Fixed Income, Financial Modeling, Investment Banking, Analysis, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
BBA, Accounting
University of Massachusetts, Amherst 2001 — 2005
BBA, Accounting, 3.4
Kingdon Capital April 2012 - Present
Pzena Investment Management September 2007 - March 2012
Print Media July 2005 - September 2007
Education
The George Washington University - School of Business 2001 — 2005
Pzena Investment Management May 2015 - Present
Davis Polk & Wardwell LLP October 2012 - May 2015
NBCUniversal, Inc. December 2014 - April 2015
The Clorox Company June 2010 - August 2010
Mercer HR Consulting July 2007 - July 2009
Skills
HR Consulting, Mergers & Acquisitions, Human Resources, Performance Management, Talent Management, Research, Employee Benefits, Restructuring, Strategy, Motivational Speaking, Finance
Education
University of California, Berkeley - School of Law 2009 — 2012
JD, Law
Cornell University 2004 — 2007
BS, Industrial and Labor Relations
Ernst & Young July 2008 - August 2010
L'Oreal October 2007 - July 2008
Pzena Investment Management 2006 - 2007
ITOCHU International Inc 2000 - 2006
Skills
Onboarding
Education
Fordham University 2001 — 2003
MS, Human Resources
University of Scranton 1996 — 1999
BS, Health Administration
Pzena Investment Management Ltd. August 2015 - Present
Pzena Investment Management February 2015 - Present
Nordea Asset Management October 2011 - January 2015
Nordea Asset Management May 2010 - October 2011
Nordea Savings & Asset Management May 2007 - April 2010
Nordea Investment Management January 2007 - April 2010
Nordea Invest 2003 - 2007
E. & B. Nilsson A/S June 1999 - December 2002
Skills
Negotiation, Asset Management, Marketing Communications, Contract Negotiation, Stakeholder Management, Asset Managment, Financial Markets, Investments, Risk Management, Business Strategy, Change Management, Management, Banking, Mergers, Analysis, Asset Allocation, Leadership, Portfolio Management, Trading, Bonds, Alternative Investments, Private Banking, Outsourcing, Business Development, Capital Markets, Investment Banking, Derivatives, Equities, FX Options, Fixed Income, Credit Risk, Financial Risk, Structured Products, Credit, Structured Finance, Emerging Markets, Hedge Funds, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2012 — 2012
Negotiation and Decision Making Strategies
Danish CFA Institute 2010 — 2010
Financial Analysis
Leadership Management International 2006 — 2008
Personal Leadership
Technische Hochschule Mittelhessen 1996 — 1997
Business/Managerial Economics
Roskilde Universitetscenter 1992 — 1997
Espergærde Gymnasium
Pzena Investment Management December 2012 - Present
Stux Capital Management LLC September 2011 - December 2012
Corbin Capital Partners September 2008 - August 2011
Evercore Asset Management September 2005 - September 2008
Credit Suisse Asset Management May 2004 - September 2005
AllianceBernstein January 1994 - May 2004
Sanford C. Bernstein & Co., Inc. January 1994 - April 2004
Skills
Product Marketing, Marketing Communications, Product Management, Integrated Marketing, Marketing Strategy, Marketing, CRM, Project Management, Leadership, Management, Asset Management, Strategy, Financial Services
Education
University of Maryland College Park
B.S., Journalism
Pzena Investment Management October 2014 - Present
Pzena Investment Management February 2013 - September 2014
Nones Ventures January 2012 - January 2013
Evercore Asset Management, LLC September 2005 - December 2011
UBS Global Asset Management January 2003 - May 2005
Sanford C. Bernstein July 1983 - December 2002
AllianceBernstein 2001 - 2002
Skills
Operations Management, Change Management, Employee Management, Strategy, Management, Start-ups, Program Management, Executive Management, Financial Services, Leadership, Investments, Hedge Funds
Education
Clark University 1981 — 1983
MBA, Finance
Connecticut College 1977 — 1981
BA, Art History
Pzena Investment Management December 2010 - Present
Pzena Investment Management July 2006 - December 2010
Federal Home Loan Bank of Seattle July 2005 - May 2006
Education
Seattle Pacific University 2001 — 2005
Pernix Therapeutics July 2015 - Present
EisnerAmper LLP February 2011 - June 2015
Pzena Investment Management January 2008 - October 2008
Merrill Lynch January 2006 - October 2007
Skills
CPA, Internal Controls, GAAP, Auditing, US GAAP, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Tax Preparation, Payroll, Sarbanes-Oxley Act
Education
Kean University 2010 — 2010
MS, Accounting
Rutgers University-New Brunswick 2001 — 2005
First Data Corporation October 2012 - Present
Pzena Investment Management August 2008 - October 2009
Besen & Associates April 2005 - August 2008
Saisma Telecom Inc., September 2002 - January 2005
Skills
MS Excel Advanced, Stata, Eviews, Barrie + Hibbert, Argus, PL/SQL, C++, HTML, Visual Analyst, MS Dynamics Great..., MS FRx 6.7, INDATA Online, QuickBooks Pro, Yardi Voyager, Neutrino Application, Financial Analysis, Financial Reporting, Bloomberg Terminal, Corporate Finance, Financial Statement..., Financial Statements, Risk Management, Financial Modeling, Bloomberg, Valuation, Due Diligence, Microsoft Excel, Finance
Education
Queens College 2010 — 2012
M.S. in Risk Management, Finance
Baruch College, Zicklin School of Business 1999 — 2002
BBA, CIS
Pzena Investment Management July 2007 - Present
Lazard Asset Management July 2005 - July 2007
Skills
Portfolio Management, Portfolio Optimization, Model Portfolios, Portfolio Performance..., Hedge Funds
Education
Saint Michael's College 2001 — 2004
Bachelor's, Economics, Business Administration, Political Science
Pzena Investment Management
Skills
Investment Strategies, Asset Management, Investments, Mutual Funds, Strategic Planning, Equities, Wealth Management, Asset Allocation, Due Diligence, Management, Hedge Funds, Financial Modeling, Private Equity, Financial Analysis, Portfolio Management, Valuation, Financial Services, Alternative Investments
Education
University of Pennsylvania - The Wharton School
Pzena Investment Management
Skills
Asset Managment, Financial Modeling
Education
Eastchester High School
University of Pennsylvania - The Wharton School
BS, Economics, MBA
Pzena Investment Management July 2011 - Present
MSCI Barra 2006 - 2011
Deutsche Asset Management 2001 - 2005
Boston Partners Asset Management 1998 - 2001
Skills
Equities, Hedge Funds, Asset Managment, Fixed Income, Sales, Marketing, Due Diligence, Quantitative Analytics, Marketing Communications
Education
Boston University
M.A.
University of Oregon
B.A.
The Depository Trust & Clearing Corporation January 2014 - Present
HSBC 2013 - Present
Barclays Capital September 2008 - January 2013
Pzena Investment Management January 2008 - September 2008
Lehman Brothers June 2006 - June 2008
Skills
Valuation, Financial Analysis, Bloomberg, Problem Solving, Structured Finance, Fixed Income, Derivatives, Product Control, Trading, Finance, Portfolio Management, Emerging Markets, Investment Banking, Hedge Funds, Financial Risk
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Finance and Investments, Business Administration
Pzena Investment Management July 2007 - Present
Lazard May 2006 - August 2006
Bell Laboratories June 2004 - August 2004
Education
University of Pennsylvania 2003 — 2007
BSE, BAS, Finance, Biotechnology
Bernstein Global Wealth Management May 2013 - Present
Bernstein Global Wealth Management July 2010 - April 2013
YMCA of the USA, YMCA Camp Coniston February 2010 - October 2010
Ellie's Cafe and Deli August 2009 - April 2010
Pzena Investment Management July 2007 - October 2008
Globalex Corporation June 2005 - September 2005
University of Pennsylvania Museum of Archaeology and Anthropology January 2005 - June 2005
Skills
Valuation, Customer Relations, Investments, Financial Reporting, Financial Modeling
Education
University of Pennsylvania 2003 — 2007
B.S. and B.A.
Kyoto University 2006 — 2006
Semester Abroad
Pzena Investment Management July 2015 - Present
Pzena Investment Management July 2007 - July 2015
Lehman Brothers April 2001 - July 2007
Skills
Corporate Governance, Due Diligence, Equities, Asset Management, Securities
Education
New York University 1994 — 1998
BA, Psychology, Sociology, English Literature
MBIA January 2015 - Present
Cutwater Asset Management August 2011 - January 2015
Pzena Investment Management October 2004 - June 2011
Mayer Brown 1998 - 2004
Education
Columbia Law School 1993 — 1996
JD, Law
Harvard University
Pzena Investment Management 2004 - Present
Booz & company 1999 - 2001
Education
Columbia University - Columbia Business School
Masters, Finance
Pzena Investment Management September 2014 - Present
Dodge & Cox June 2010 - July 2014
Sanford C. Bernstein June 2009 - June 2010
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BSE, Finance, Management
University of Pennsylvania 2005 — 2009
BAS, Computer Science
Vanguard September 2012 - Present
Goldman Sachs January 2010 - August 2012
Bloomberg LP October 2009 - January 2010
Pzena Investment Management 2006 - 2008
Prudential Financial 2003 - 2006
Liberty Science Center 2003 - 2003
Skills
Bloomberg
Education
Villanova University 2013 — 2016
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1999 — 2003
BS, Finance
Pzena Investment Management 2012 - Present
Pzena Investment Management 2005 - 2012
General Atlantic Partners 2001 - 2003
Morgan Stanley 1999 - 2001
Skills
Mergers, Private Equity, Venture Capital, Financial Analysis, Due Diligence, Equity Research, Financial Modeling, Investments, Corporate Finance, Valuation, Asset Management, Equities, Value Investing
Education
Harvard Business School 2003 — 2005
MBA
Cornell University 1995 — 1999
BS, Statistics and Biometry
Fidelity Investments August 2012 - Present
Pzena Investment Management October 2009 - August 2012
Goldman Sachs June 2008 - August 2008
Bain Capital March 2005 - July 2007
Bain and Company 2002 - 2005
Skills
Valuation, Financial Modeling, LBO, Due Diligence, Equities, Fixed Income, Investment Management, Value Investing, High Yield, Private Equity, Equity Research, Bloomberg
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
University of Pennsylvania - The Wharton School 1998 — 2002
BS Economics, Finance, Management, Marketing
Equinox August 2013 - Present
NBCUniversal, Inc. February 2012 - August 2013
Pzena Investment Management June 2009 - February 2012
KPMG September 2006 - June 2009
Education
Binghamton University 2002 — 2006
BA, English General Literature, and Rhetoric
Binghamton University - School of Management 2002 — 2006
BS, Accounting
Deutsche Bank Securities August 2011 - Present
Credit Suisse First Boston April 2010 - September 2010
Halcyon Asset Management March 2007 - December 2008
Pzena Investment Management January 2006 - May 2006
Skills
Hedge Funds, Equities, Securities, Bloomberg, Asset Managment, Derivatives
Education
Cabrini College 1993 — 1995
BA, Summa cum Laude, Political Science/History
Eötvös Loránd University 1991 — 1993
N/A, Law
Ellison First Asia February 2012 - Present
Pzena Investment Management October 2005 - August 2011
Skills
Asset Management, Portfolio Management, Sale and Marketing, Sourcing, Inventory Management
Education
Texas Christian University 2001 — 2005
Business, Marketing
EY January 2015 - Present
EY June 2014 - December 2014
Pzena Investment Management October 2013 - May 2014
Maximo Nivel January 2013 - July 2013
Fordham University Fair Trade & Micro Finance Consultancy Project September 2010 - December 2011
Skills
Financial Accounting, Auditing, Microsoft Excel, Value Investing, Microfinance, Fair Trade, Education, Financial Statements, Research, Public Speaking, Business Development, Microsoft Word, Event Management, Event Planning, Sales, Spanish, New Business Development, SEC filings, Management, Budgets, Accounting, Teaching, Financial Analysis, PowerPoint, Finance
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's degree, Accounting
Fordham University 2008 — 2012
Bachelor's of Science, Applied Accounting and Finance
Infosys December 2009 - Present
New York Life Insurance Company August 2008 - August 2009
Pzena Investment Management November 2004 - August 2007
Itochu Specialty Chemicals February 2001 - May 2003
Skills
Software Project..., Solution Architecture, Business Analysis, Requirements Analysis, C#, SQL, SDLC, Microsoft SQL Server, XML, JavaScript, Web Services, PL/SQL, Oracle, ASP.NET, Data Warehousing
Education
Banasthali Vidyapith 1994 — 1997
Master's degree, Computer Science
Western Asset Management August 2015 - Present
Pzena Investment Management July 2013 - Present
Informa Investment Solutions January 2011 - July 2013
Gramophone June 2010 - February 2011
U.S. Department of Commerce October 2010 - December 2010
Informa Investment Solutions June 2005 - August 2008
Skills
Marketing Strategy, Social Media, Blogging, Marketing, Public Speaking, HTML, Alternative Investments, Databases, Data Analysis, Bank Reconciliation, Data Reconciliation, Performance Analysis
Education
The Johns Hopkins University 2007 — 2010
Bachelor's degree, Economics
Neuberger Berman 2000 - Present
Appaloosa Management January 1998 - December 1999
Pzena Investment Management 1995 - 1997
James D. Wolfensohn Incorporated 1992 - 1994
McKinsey & Company 1990 - 1992
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Equities, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investments, Mergers, Portfolio Management, Valuation, Securities, Series 7, Due Diligence, Investment Banking
Education
University of Pennsylvania - The Wharton School 1989 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1986 — 1989
BS, Economics
Leviton Manufacturing Co Inc December 2013 - Present
ROBERT KING ASSOCIATES April 2007 - August 2008
Innovatix July 2006 - January 2007
SOLOMON-PAGE GROUP March 2002 - November 2002
DEUTSCHE BANK ALEX. BROWN November 2000 - January 2002
Lehman Brothers April 1998 - November 2000
Pzena Investment Management February 1997 - March 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
State University of New York at Stony Brook 1994 — 1996
Bachelor of Arts, Political Science
New York University 1991 — 1993
Pzena Investment Management 2012 - Present
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA)
Boston College
Bachelor of Science (BS)
Millennium Systems International May 2015 - Present
Pzena Investment Management January 2014 - April 2015
Alcatel-Lucent June 2013 - August 2013
GOOGLE SUMMER OF CODE May 2012 - August 2013
iSPEECH May 2011 - August 2011
MTHS 2005 - 2008
Skills
Python, C++, Java, C#, XNA, Programming, Git, Bash, Visual Studio, Perl
Education
NJIT 2009 — 2013
Bachelor of Science (BS), Information Technology
Attend the Albert Dorman Honors College at NJIT
BS, Information Technology
The Cambridge Strategy October 2010 - Present
Pzena Investment Management June 2004 - July 2010
Glocap Advisors January 2000 - May 2004
MeesPierson January 1990 - January 1997
JPMorgan Chase June 1985 - March 1990
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Pzena Investment Management November 2014 - Present
Baron Capital Group, Inc. August 2008 - August 2014
Brookfield Asset Management June 2007 - February 2008
OppenheimerFunds October 2002 - June 2007
Skills
Alternative Investments, Mutual Funds, Asset Management, Hedge Funds, Equities, Investment Management, Fixed Income, Investments, Asset Allocation, Portfolio Management, Private Equity, Separately Managed..., Financial Services
Education
The University of Texas at Austin 1994 — 1998
Bachelor's degree, Political Science and Government
Unversity of Texas at Austin
Government
Pzena Investment Management October 2005 - Present
Education
City University of New York-Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Accounting