Sanford Bernstein
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Sanford Bernstein Employees
Employee
Years
Job
Industry
Johnny Madrid Johnny Madrid's Sanford Bernstein Experience 2008 - 2008
Job Research Analyst
Industry Investment Management
Experience
Varadero Capital, L.P. October 2014 - December 2014
Burnham Financial Group February 2014 - September 2014
UBS June 2013 - January 2014
Lombardia Capital Partners February 2010 - February 2013
Pleitez For Congress 2009 - 2009
Sanford Bernstein 2008 - 2008
Goldman Sachs 2004 - 2008
Skills
Structured Finance, Equity Research, Equities, Equity Derivatives, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Investment Banking, Alternative Investments, Financial Markets, Securities, Equity Valuation, Asset Management, Quantitative Finance, Investment Management, Emerging Markets, Private Equity, Derivatives, Asset Allocation, Capital Markets, Portfolio Management, Trading, Fixed Income, M&A Modeling, Investments, Financial Services, Finance, Structured Products, Mergers & Acquisitions, Analysis
Education
Stanford University
Notre Dame High School
Varadero Capital, L.P. October 2014 - December 2014
Burnham Financial Group February 2014 - September 2014
UBS June 2013 - January 2014
Lombardia Capital Partners February 2010 - February 2013
Pleitez For Congress 2009 - 2009
Sanford Bernstein 2008 - 2008
Goldman Sachs 2004 - 2008
Skills
Structured Finance, Equity Research, Equities, Equity Derivatives, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Investment Banking, Alternative Investments, Financial Markets, Securities, Equity Valuation, Asset Management, Quantitative Finance, Investment Management, Emerging Markets, Private Equity, Derivatives, Asset Allocation, Capital Markets, Portfolio Management, Trading, Fixed Income, M&A Modeling, Investments, Financial Services, Finance, Structured Products, Mergers & Acquisitions, Analysis
Education
Stanford University
Notre Dame High School
Amanda Callahan Amanda Callahan's Sanford Bernstein Experience July 2004 - July 2005
Job Former Sales Specialist in HIV Division at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
NA Sales Specialist HIV DivisionBoehringer IngelheimJuly 2005 - December 2012
Boehringer Ingelheim July 2005 - December 2012
Sanford Bernstein July 2004 - July 2005
Education
Gettysburg College
NA Sales Specialist HIV DivisionBoehringer IngelheimJuly 2005 - December 2012
Boehringer Ingelheim July 2005 - December 2012
Sanford Bernstein July 2004 - July 2005
Education
Gettysburg College
Florin Morosan Florin Morosan's Sanford Bernstein Experience 1999 - 2000
Job Buyside Equity Research at Pacific Paradigm Advisors
Industry Investment Management
Experience
Pacific Paradigm Advisors January 2012 - Present
The Blackstone Group February 2008 - December 2011
Leda Research and Trading January 2003 - January 2008
Robertson Stephens 2002 - 2003
Smith Barney - Citigroup 2000 - 2002
Sanford Bernstein 1999 - 2000
McKinsey & Co 1997 - 1999
Skills
Research, Investments, Trading, Equity Research, Business Analysis, Macroeconomics, Matlab, Factset, Bloomberg, Valuation, Portfolio Management, Equities, Financial Modeling, Strategy, Mergers & Acquisitions, Quantitative Analytics, Risk Management, Capital Markets, Management
Education
MIT-Sloan 1995 — 1997
MBA, Operations Research, Finance
MIT 1991 — 1996
PhD, Engineering
Pacific Paradigm Advisors January 2012 - Present
The Blackstone Group February 2008 - December 2011
Leda Research and Trading January 2003 - January 2008
Robertson Stephens 2002 - 2003
Smith Barney - Citigroup 2000 - 2002
Sanford Bernstein 1999 - 2000
McKinsey & Co 1997 - 1999
Skills
Research, Investments, Trading, Equity Research, Business Analysis, Macroeconomics, Matlab, Factset, Bloomberg, Valuation, Portfolio Management, Equities, Financial Modeling, Strategy, Mergers & Acquisitions, Quantitative Analytics, Risk Management, Capital Markets, Management
Education
MIT-Sloan 1995 — 1997
MBA, Operations Research, Finance
MIT 1991 — 1996
PhD, Engineering
Elizabeth Kerri Mahon Elizabeth Kerri Mahon's Sanford Bernstein Experience 1995 - 1996
Job Author, Perigee Books
Industry Publishing
Experience
Perigee Books (Penguin Putnam) August 2009 - Present
JPMorgan September 2005 - December 2008
IAG Nielsen 2005 - 2008
Sanford Bernstein 1995 - 1996
Skills
Proofreading, Editing, Books, Blogging, Creative Writing, Women's Studies, Fiction, Research, Copy Editing, Publishing, Technical Writing, Fiction Writing
Education
British American Drama Academy 1987 — 1987
Syracuse University 1982 — 1985
BS, Drama, English
Gotham Writers Workshop
Perigee Books (Penguin Putnam) August 2009 - Present
JPMorgan September 2005 - December 2008
IAG Nielsen 2005 - 2008
Sanford Bernstein 1995 - 1996
Skills
Proofreading, Editing, Books, Blogging, Creative Writing, Women's Studies, Fiction, Research, Copy Editing, Publishing, Technical Writing, Fiction Writing
Education
British American Drama Academy 1987 — 1987
Syracuse University 1982 — 1985
BS, Drama, English
Gotham Writers Workshop
Avery Sheffield Avery Sheffield's Sanford Bernstein Experience September 2008 - August 2011
Job Senior Equity Analyst at Brandywine Global
Industry Investment Management
Experience
Brandywine Global September 2011 - Present
Sanford Bernstein September 2008 - August 2011
Hodge Partners June 2005 - December 2007
Telephia September 2003 - June 2005
Various Bay Area Companies January 2002 - August 2003
Openwave August 2000 - December 2001
Skills
Equity Research
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Pomona College
BA, Neuroscience
Cate School 1989 — 1993
Brandywine Global September 2011 - Present
Sanford Bernstein September 2008 - August 2011
Hodge Partners June 2005 - December 2007
Telephia September 2003 - June 2005
Various Bay Area Companies January 2002 - August 2003
Openwave August 2000 - December 2001
Skills
Equity Research
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Pomona College
BA, Neuroscience
Cate School 1989 — 1993
Joe McLean Joe McLean's Sanford Bernstein Experience July 2006 - January 2011
Job Managing Partner
Industry Investment Management
Experience
INTERSECT July 2014 - Present
True Capital April 2011 - June 2014
Sanford Bernstein July 2006 - January 2011
Lord Abbett January 2005 - January 2006
Franklin Templeton Investments January 2000 - January 2005
European Professional Basketball August 1996 - January 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Modeling, Hedge Funds, Investments, Marketing Strategy, New Business Development, Portfolio Management, Series 7, Strategic Partnerships, Strategic Planning, Valuation, Entrepreneurship, Marketing, Series 63
Education
University of Arizona, Eller College of Management 1999 — 2001
MBA, Business/Finance
University of Arizona 1992 — 1996
BA/BS, Sociology/Business
University of Pennsylvania - The Wharton School
INTERSECT July 2014 - Present
True Capital April 2011 - June 2014
Sanford Bernstein July 2006 - January 2011
Lord Abbett January 2005 - January 2006
Franklin Templeton Investments January 2000 - January 2005
European Professional Basketball August 1996 - January 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Modeling, Hedge Funds, Investments, Marketing Strategy, New Business Development, Portfolio Management, Series 7, Strategic Partnerships, Strategic Planning, Valuation, Entrepreneurship, Marketing, Series 63
Education
University of Arizona, Eller College of Management 1999 — 2001
MBA, Business/Finance
University of Arizona 1992 — 1996
BA/BS, Sociology/Business
University of Pennsylvania - The Wharton School
Melissa Kadiri Melissa Kadiri's Sanford Bernstein Experience September 2000 - December 2000
Job Sr. Database Administrator
Industry Financial Services
Experience
Neuberger Berman June 2009 - Present
Silver Point Capital July 2006 - February 2009
Morgan Stanley November 2005 - July 2006
Amaranth June 2003 - November 2005
Amaranth Advisors 2003 - 2005
Barclays Capital December 2001 - June 2003
Measurisk LLC December 2000 - November 2001
Sanford Bernstein September 2000 - December 2000
Lehman Brothers June 1999 - September 2000
The Chase Manhattan Bank June 1998 - June 1999
Skills
Databases, Data Warehousing, Microsoft SQL Server, VMware, Windows Server, Database Administration, Sybase, Performance Tuning, System Administration, Software Documentation, Troubleshooting, Management, Data Migration, SQL Tuning, Start-ups, Hedge Funds, Trading Systems, IT Management, Database Design, Solaris, Linux, SDLC, System Architecture, Disaster Recovery, DB2
Education
Columbia University - School of International and Public Affairs 1983 — 1985
MA, Economic & Political Development, African Studies
University of Southern California 1976 — 1980
BA, Mathematics
Aptos High School 1972 — 1976
Neuberger Berman June 2009 - Present
Silver Point Capital July 2006 - February 2009
Morgan Stanley November 2005 - July 2006
Amaranth June 2003 - November 2005
Amaranth Advisors 2003 - 2005
Barclays Capital December 2001 - June 2003
Measurisk LLC December 2000 - November 2001
Sanford Bernstein September 2000 - December 2000
Lehman Brothers June 1999 - September 2000
The Chase Manhattan Bank June 1998 - June 1999
Skills
Databases, Data Warehousing, Microsoft SQL Server, VMware, Windows Server, Database Administration, Sybase, Performance Tuning, System Administration, Software Documentation, Troubleshooting, Management, Data Migration, SQL Tuning, Start-ups, Hedge Funds, Trading Systems, IT Management, Database Design, Solaris, Linux, SDLC, System Architecture, Disaster Recovery, DB2
Education
Columbia University - School of International and Public Affairs 1983 — 1985
MA, Economic & Political Development, African Studies
University of Southern California 1976 — 1980
BA, Mathematics
Aptos High School 1972 — 1976
Jay Mari Jay Mari's Sanford Bernstein Experience 1999 - 2000
Job Software Professional
Industry Computer Software
Experience
Paychex June 2014 - Present
Alterian July 2009 - October 2010
Techrigy, Inc. June 2006 - July 2009
Application Security, Inc. March 2001 - June 2006
LetsPlay, Inc. 2000 - 2001
Sanford Bernstein 1999 - 2000
Lockheed Martin 1997 - 1998
Skills
Software Development, SaaS, Start-ups, Management, Enterprise Software, Cloud Computing, Software Engineering, Salesforce.com, Agile Methodologies, Strategic Partnerships
Education
State University of New York at Binghamton 1992 — 1997
Bachelor of Science (B.S.), Computer Science
Paychex June 2014 - Present
Alterian July 2009 - October 2010
Techrigy, Inc. June 2006 - July 2009
Application Security, Inc. March 2001 - June 2006
LetsPlay, Inc. 2000 - 2001
Sanford Bernstein 1999 - 2000
Lockheed Martin 1997 - 1998
Skills
Software Development, SaaS, Start-ups, Management, Enterprise Software, Cloud Computing, Software Engineering, Salesforce.com, Agile Methodologies, Strategic Partnerships
Education
State University of New York at Binghamton 1992 — 1997
Bachelor of Science (B.S.), Computer Science
Louise Gunderson Louise Gunderson's Sanford Bernstein Experience September 1994 - September 2004
Job Managing Director UBS Financial Services
Industry Financial Services
Experience
UBS February 2011 - Present
Merrill Lynch September 2004 - February 2011
Sanford Bernstein September 1994 - September 2004
Skills
Leadership, Equities, Investments, Asset Management, Fixed Income, Capital Markets, Portfolio Management, Investment Banking, Alternative Investments, Hedge Funds
Education
Trinity University-Washington
Bachelor of Arts (BA), Political Science and Government
UBS February 2011 - Present
Merrill Lynch September 2004 - February 2011
Sanford Bernstein September 1994 - September 2004
Skills
Leadership, Equities, Investments, Asset Management, Fixed Income, Capital Markets, Portfolio Management, Investment Banking, Alternative Investments, Hedge Funds
Education
Trinity University-Washington
Bachelor of Arts (BA), Political Science and Government
Ram Parameswaran Ram Parameswaran's Sanford Bernstein Experience 2011 - 2013
Job Investor at Altimeter Capital
Industry Investment Management
Experience
Altimeter Capital January 2015 - Present
Falcon Edge Capital 2013 - 2015
Sanford Bernstein 2011 - 2013
Qualcomm 2004 - 2009
Skills
Equity Research, Valuation, Venture Capital, Equities, Analysis, Financial Modeling, Mergers, Business Strategy, Investments, Financial Analysis, Due Diligence, Product Management, Asset Management, Research, Competitive Analysis, Negotiation, Modeling, Corporate Finance, Excel, Economics, Telecommunications, Industry Analysis, Business Analysis, Entrepreneurship, Wireless, Start-ups, Market Research, Product Marketing, Investment Banking, Financial Reporting, Bloomberg, Data Analysis, Problem Solving, Matlab, Statistics, Mobile, Mobile Devices, Mergers & Acquisitions, Emerging Markets, Capital Markets, Strategy, Management, Leadership, Portfolio Management, Private Equity, Enterprise Software, Technology, Awesomeness, General Awesomeness
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
Virginia Polytechnic Institute and State University 2001 — 2003
MS
University of Mumbai 1997 — 2001
BE
Altimeter Capital January 2015 - Present
Falcon Edge Capital 2013 - 2015
Sanford Bernstein 2011 - 2013
Qualcomm 2004 - 2009
Skills
Equity Research, Valuation, Venture Capital, Equities, Analysis, Financial Modeling, Mergers, Business Strategy, Investments, Financial Analysis, Due Diligence, Product Management, Asset Management, Research, Competitive Analysis, Negotiation, Modeling, Corporate Finance, Excel, Economics, Telecommunications, Industry Analysis, Business Analysis, Entrepreneurship, Wireless, Start-ups, Market Research, Product Marketing, Investment Banking, Financial Reporting, Bloomberg, Data Analysis, Problem Solving, Matlab, Statistics, Mobile, Mobile Devices, Mergers & Acquisitions, Emerging Markets, Capital Markets, Strategy, Management, Leadership, Portfolio Management, Private Equity, Enterprise Software, Technology, Awesomeness, General Awesomeness
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
Virginia Polytechnic Institute and State University 2001 — 2003
MS
University of Mumbai 1997 — 2001
BE
Curtis Krause, CFA Curtis Krause, CFA's Sanford Bernstein Experience September 2003 - August 2005
Job
Industry Investment Management
Experience
AQR Capital Management August 2012 - Present
Goldman Sachs July 2011 - August 2012
First Quadrant LLC August 2007 - July 2011
Corporate Executive Board August 2005 - August 2007
Sanford Bernstein September 2003 - August 2005
Education
Harvard Business School 2001 — 2003
MBA
Brown University 1992 — 1996
AQR Capital Management August 2012 - Present
Goldman Sachs July 2011 - August 2012
First Quadrant LLC August 2007 - July 2011
Corporate Executive Board August 2005 - August 2007
Sanford Bernstein September 2003 - August 2005
Education
Harvard Business School 2001 — 2003
MBA
Brown University 1992 — 1996
Vikas Rangarajan's Sanford Bernstein Experience October 1996 - August 2000
Job
Industry Computer Software
Experience
Comcast September 2012 - Present
Comcast 2009 - September 2012
TVWorks November 2007 - 2009
UmeVoice, Inc August 2000 - November 2007
Sanford Bernstein October 1996 - August 2000
Skills
Agile Methodologies, SQL, Software Development, Java, OCAP, Software Design, TestNG, XML, Interactive TV, Databases, C++, Product Management, Maven, SaaS, Microsoft SQL Server, Requirements Analysis, Linux, Unix, Data Mining, Oracle, Web Services, Java Enterprise Edition, System Architecture, Software Engineering, SDLC, Object Oriented Design, Integration, Perl, Scrum, REST, Subversion, Web Applications, SOA, Distributed Systems, Spring
Education
San Francisco State University
MBA, Business
The University of Texas at Arlington
M.S., Aerospace Engineering
Indian Institute of Technology, Bombay
B.Tech., Aerospace Engineering
Comcast September 2012 - Present
Comcast 2009 - September 2012
TVWorks November 2007 - 2009
UmeVoice, Inc August 2000 - November 2007
Sanford Bernstein October 1996 - August 2000
Skills
Agile Methodologies, SQL, Software Development, Java, OCAP, Software Design, TestNG, XML, Interactive TV, Databases, C++, Product Management, Maven, SaaS, Microsoft SQL Server, Requirements Analysis, Linux, Unix, Data Mining, Oracle, Web Services, Java Enterprise Edition, System Architecture, Software Engineering, SDLC, Object Oriented Design, Integration, Perl, Scrum, REST, Subversion, Web Applications, SOA, Distributed Systems, Spring
Education
San Francisco State University
MBA, Business
The University of Texas at Arlington
M.S., Aerospace Engineering
Indian Institute of Technology, Bombay
B.Tech., Aerospace Engineering
Steve Leo's Sanford Bernstein Experience April 2000 - September 2000
Job Vice President, Electronic Sales Trading at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs June 2007 - Present
Portware April 2005 - June 2007
NYFIX February 2001 - April 2005
Sanford Bernstein April 2000 - September 2000
CIBC Oppenheimer May 1997 - January 2000
Skills
Electronic Trading, Trading Systems, Equities, Hedge Funds, Options, Business Development, Relationship Management, Financial Services, Management, Equity Derivatives, Alternative Investments, Capital Markets, Series 7, Derivatives, Series 63, Bloomberg, Investment Banking, Market Data, Securities, ETFs, Financial Markets, FX Options, Proprietary Trading, Commodity, Portfolio Management, FINRA, Financial Modeling, Bonds, Asset Allocation, Mutual Funds, Asset Management, Series 24, Investments, Swaps, Trading Strategies, Equity Research, Valuation, Middle Office, Emerging Markets, Bloomberg Terminal, Investment Management, Hedging, Prime Brokerage, Private Equity
Education
University of Delaware 1990 — 1995
Bachelor of Science, Sport and Fitness Administration/Management
Goldman Sachs June 2007 - Present
Portware April 2005 - June 2007
NYFIX February 2001 - April 2005
Sanford Bernstein April 2000 - September 2000
CIBC Oppenheimer May 1997 - January 2000
Skills
Electronic Trading, Trading Systems, Equities, Hedge Funds, Options, Business Development, Relationship Management, Financial Services, Management, Equity Derivatives, Alternative Investments, Capital Markets, Series 7, Derivatives, Series 63, Bloomberg, Investment Banking, Market Data, Securities, ETFs, Financial Markets, FX Options, Proprietary Trading, Commodity, Portfolio Management, FINRA, Financial Modeling, Bonds, Asset Allocation, Mutual Funds, Asset Management, Series 24, Investments, Swaps, Trading Strategies, Equity Research, Valuation, Middle Office, Emerging Markets, Bloomberg Terminal, Investment Management, Hedging, Prime Brokerage, Private Equity
Education
University of Delaware 1990 — 1995
Bachelor of Science, Sport and Fitness Administration/Management
David Midgley's Sanford Bernstein Experience January 2002 - February 2005
Job Investment Planning and Management
Industry Investment Management
Experience
Goldman Sachs February 2005 - Present
Sanford Bernstein January 2002 - February 2005
Blaze Holdings, Inc. November 1998 - January 2002
Piper Jaffray July 1989 - November 1998
Kidder Peabody September 1986 - July 1987
Bankers Trust Company July 1984 - August 1986
Education
Harvard Business School 1987 — 1989
MBA
Stanford University 1980 — 1984
AB, Economics
Goldman Sachs February 2005 - Present
Sanford Bernstein January 2002 - February 2005
Blaze Holdings, Inc. November 1998 - January 2002
Piper Jaffray July 1989 - November 1998
Kidder Peabody September 1986 - July 1987
Bankers Trust Company July 1984 - August 1986
Education
Harvard Business School 1987 — 1989
MBA
Stanford University 1980 — 1984
AB, Economics
Jason DeRise, CFA's Sanford Bernstein Experience July 2004 - September 2007
Job Executive Director | Research Analyst | European Beverages at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank October 2014 - Present
UBS Investment Bank August 2011 - October 2014
UBS September 2007 - September 2011
Sanford Bernstein July 2004 - September 2007
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Equity Research, Stock Market, Equities, Valuation, Corporate Finance, Capital Markets, Investments, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management, Asset Management, Investment Banking, Financial Markets, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
UBS Investment Bank October 2014 - Present
UBS Investment Bank August 2011 - October 2014
UBS September 2007 - September 2011
Sanford Bernstein July 2004 - September 2007
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Equity Research, Stock Market, Equities, Valuation, Corporate Finance, Capital Markets, Investments, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management, Asset Management, Investment Banking, Financial Markets, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
Klein, Jordan's Sanford Bernstein Experience March 2004 - Present
Job Vice President at Sanford Bernstein
Industry Financial Services
Experience
Sanford Bernstein March 2004 - Present
UBS May 2003 - March 2004
UBS November 1998 - March 2003
J.P. Morgan July 1994 - November 1998
Skills
Equities, Bloomberg, Marketing, Data Analysis, Start-ups, Asset Management, Valuation, Hedge Funds, DCF, Prime Brokerage, Financial Analysis, New Business Development, Alternative Investments, Equity Research, Portfolio Management
Education
Georgetown University 1990 — 1994
BS, Business Administration, Business
MICDS 1986 — 1990
Sanford Bernstein March 2004 - Present
UBS May 2003 - March 2004
UBS November 1998 - March 2003
J.P. Morgan July 1994 - November 1998
Skills
Equities, Bloomberg, Marketing, Data Analysis, Start-ups, Asset Management, Valuation, Hedge Funds, DCF, Prime Brokerage, Financial Analysis, New Business Development, Alternative Investments, Equity Research, Portfolio Management
Education
Georgetown University 1990 — 1994
BS, Business Administration, Business
MICDS 1986 — 1990
Duane Hosang's Sanford Bernstein Experience 2000 - 2002
Job Chief Financial Officer at Infinity Rail
Industry Capital Markets
Experience
Infinity Rail September 2014 - Present
Perella Weinberg Partners March 2010 - September 2014
The CIT Group February 2006 - May 2009
Commerzbank 2002 - 2006
Sanford Bernstein 2000 - 2002
Skills
Capital Markets, Due Diligence, Fixed Income, Equities, Private Equity, Investments, Financial Modeling, Hedge Funds, Finance, Valuation, Asset Management, Corporate Finance, Financial Structuring, Portfolio Management, Investment Banking, Financial Analysis, Alternative Investments, Mergers & Acquisitions
Education
Binghamton University 1998 — 2000
BS Economics and Finance, BS Economics
State University of New York at Binghamton 1997 — 2000
Bachelor of Science (BS), Economics
St. Mary's College Trinidad
St. Mary's College Trinidad
Infinity Rail September 2014 - Present
Perella Weinberg Partners March 2010 - September 2014
The CIT Group February 2006 - May 2009
Commerzbank 2002 - 2006
Sanford Bernstein 2000 - 2002
Skills
Capital Markets, Due Diligence, Fixed Income, Equities, Private Equity, Investments, Financial Modeling, Hedge Funds, Finance, Valuation, Asset Management, Corporate Finance, Financial Structuring, Portfolio Management, Investment Banking, Financial Analysis, Alternative Investments, Mergers & Acquisitions
Education
Binghamton University 1998 — 2000
BS Economics and Finance, BS Economics
State University of New York at Binghamton 1997 — 2000
Bachelor of Science (BS), Economics
St. Mary's College Trinidad
St. Mary's College Trinidad
Hua Yu's Sanford Bernstein Experience 2007 - 2012
Job Software Engineer at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. 2013 - Present
UBS 2012 - 2013
Sanford Bernstein 2007 - 2012
Google 2004 - 2007
Carnegie Mellon University 1996 - 2004
Skills
Algorithms, Machine Learning, Python, Statistical Modeling, Perl, C++, R, Data Mining
Education
Carnegie Mellon University 1996 — 2004
KCG Holdings, Inc. 2013 - Present
UBS 2012 - 2013
Sanford Bernstein 2007 - 2012
Google 2004 - 2007
Carnegie Mellon University 1996 - 2004
Skills
Algorithms, Machine Learning, Python, Statistical Modeling, Perl, C++, R, Data Mining
Education
Carnegie Mellon University 1996 — 2004
Ralph Edwards's Sanford Bernstein Experience August 2007 - May 2011
Job Derivatives Strategist | Option Business Development Expert
Industry Investment Management
Experience
ITG July 2011 - December 2012
Sanford Bernstein August 2007 - May 2011
Prudential Equity Group 2004 - 2007
First New York Securities 2003 - 2004
CIBC World Markets 1999 - 2003
Bankers' Trust 1997 - 1999
Lehman Brothers 1996 - 1997
CS First Boston / CSFP Capital Inc. 1993 - 1995
Merrill Lynch & Co. 1981 - 1993
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA), Finance and Statistics
University of Pennsylvania 1975 — 1979
BA, Mathematics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
ITG July 2011 - December 2012
Sanford Bernstein August 2007 - May 2011
Prudential Equity Group 2004 - 2007
First New York Securities 2003 - 2004
CIBC World Markets 1999 - 2003
Bankers' Trust 1997 - 1999
Lehman Brothers 1996 - 1997
CS First Boston / CSFP Capital Inc. 1993 - 1995
Merrill Lynch & Co. 1981 - 1993
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA), Finance and Statistics
University of Pennsylvania 1975 — 1979
BA, Mathematics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
Matthew S Rothman's Sanford Bernstein Experience 2002 - 2006
Job Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management September 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers May 2006 - September 2008
Sanford Bernstein 2002 - 2006
Goldman Sachs Asset Management January 2001 - February 2003
LaSalle Partners 1989 - 1992
Skills
Hedge Funds, Equities, Quantitative Finance, Portfolio Optimization, Quantitative Investing, Portfolio Management, Equity Research, Quantitative Analytics, Asset Managment, Capital Markets, Trading Systems, Alternative Investments, Global Macro, Asset Allocation, Asset Management, Fixed Income, Bloomberg, Financial Markets, ETFs, Trading Strategies, Emerging Markets, Investment Strategies, Valuation, Derivatives, Equity Derivatives, Investment Management, Trading, Structured Products, Options, Reuters, Bonds
Education
The University of Chicago - Booth School of Business 1994 — 1999
Ph.D., Finance
Columbia University in the City of New York 1992 — 1994
MA, Statistics
Brown University 1984 — 1990
A.B., Philosophy
Acadian Asset Management September 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers May 2006 - September 2008
Sanford Bernstein 2002 - 2006
Goldman Sachs Asset Management January 2001 - February 2003
LaSalle Partners 1989 - 1992
Skills
Hedge Funds, Equities, Quantitative Finance, Portfolio Optimization, Quantitative Investing, Portfolio Management, Equity Research, Quantitative Analytics, Asset Managment, Capital Markets, Trading Systems, Alternative Investments, Global Macro, Asset Allocation, Asset Management, Fixed Income, Bloomberg, Financial Markets, ETFs, Trading Strategies, Emerging Markets, Investment Strategies, Valuation, Derivatives, Equity Derivatives, Investment Management, Trading, Structured Products, Options, Reuters, Bonds
Education
The University of Chicago - Booth School of Business 1994 — 1999
Ph.D., Finance
Columbia University in the City of New York 1992 — 1994
MA, Statistics
Brown University 1984 — 1990
A.B., Philosophy
Robert Higginbotham's Sanford Bernstein Experience April 2003 - February 2006
Job Equity Analyst at BTG Pactual
Industry Capital Markets
Experience
BTG Pactual August 2015 - Present
SunTrust Robinson Humphrey August 2014 - July 2015
SunTrust Robinson Humphrey June 2012 - July 2014
RFH ANALYTICS LLC September 2011 - June 2012
Time off September 2010 - September 2011
GOLDMAN SACHS & CO May 2006 - September 2010
Sanford Bernstein April 2003 - February 2006
Federated Department Stores November 2002 - April 2003
Regions Morgan Keegan Trust January 2001 - August 2002
Education
University of Alabama
Bachelor of Science, Quantitative Finance
BTG Pactual August 2015 - Present
SunTrust Robinson Humphrey August 2014 - July 2015
SunTrust Robinson Humphrey June 2012 - July 2014
RFH ANALYTICS LLC September 2011 - June 2012
Time off September 2010 - September 2011
GOLDMAN SACHS & CO May 2006 - September 2010
Sanford Bernstein April 2003 - February 2006
Federated Department Stores November 2002 - April 2003
Regions Morgan Keegan Trust January 2001 - August 2002
Education
University of Alabama
Bachelor of Science, Quantitative Finance
Ann Gillin Lefever's Sanford Bernstein Experience 1996 - 2000
Job Managing Director at Barclays Capital
Industry Capital Markets
Experience
Barclays Capital 2008 - Present
Lehman Brothers June 2000 - September 2008
Sanford Bernstein 1996 - 2000
Bankers Trust July 1986 - April 1996
Skills
Equities, Strategy, Investment Banking, Capital Markets, Fixed Income, Prime Brokerage, Financial Modeling, Management, Investments, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Business
Georgetown University 1982 — 1986
BSBA, Finance
The Ursuline School 1978 — 1982
Barclays Capital 2008 - Present
Lehman Brothers June 2000 - September 2008
Sanford Bernstein 1996 - 2000
Bankers Trust July 1986 - April 1996
Skills
Equities, Strategy, Investment Banking, Capital Markets, Fixed Income, Prime Brokerage, Financial Modeling, Management, Investments, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Business
Georgetown University 1982 — 1986
BSBA, Finance
The Ursuline School 1978 — 1982
John Woldenberg's Sanford Bernstein Experience August 2001 - September 2004
Job Writer/Producer/Social Media/Digital Content/Technology
Industry Entertainment
Experience
Wildlands Films & Dusky and Burnie LLC January 2014 - Present
Exporting Raymond 2004 - 2013
Hazel Ravine Partners, LLC August 2004 - August 2006
Sanford Bernstein August 2001 - September 2004
Hey Company, LLC 1997 - 2000
Leonard Productions, LLC 1994 - 1997
MCE Media Syndicate 1993 - 1995
International Travel 1993 - 1994
AMLI Residential 1986 - 1993
The Levy Organization May 1984 - November 1986
Skills
Television, Entertainment, Strategy, Social Media, Mergers, Video Production, Management, Digital Media, Marketing, Film, Film Production, Mergers & Acquisitions, Strategic Partnerships
Education
University of Chicago
Master of Business Administration (MBA), FInance and Marketing
University of Michigan
Bachelor's degree, English and Economics
Wildlands Films & Dusky and Burnie LLC January 2014 - Present
Exporting Raymond 2004 - 2013
Hazel Ravine Partners, LLC August 2004 - August 2006
Sanford Bernstein August 2001 - September 2004
Hey Company, LLC 1997 - 2000
Leonard Productions, LLC 1994 - 1997
MCE Media Syndicate 1993 - 1995
International Travel 1993 - 1994
AMLI Residential 1986 - 1993
The Levy Organization May 1984 - November 1986
Skills
Television, Entertainment, Strategy, Social Media, Mergers, Video Production, Management, Digital Media, Marketing, Film, Film Production, Mergers & Acquisitions, Strategic Partnerships
Education
University of Chicago
Master of Business Administration (MBA), FInance and Marketing
University of Michigan
Bachelor's degree, English and Economics
Augusto Gomez's Sanford Bernstein Experience 1999 - 2006
Job VP Citigroup Private Bank
Industry Financial Services
Experience
Citi April 2012 - Present
Deutsche Bank July 2011 - May 2012
BNY CONVERGEX GROUP LLC April 2009 - May 2010
Sanford C. Bernstein January 2006 - March 2009
SANFORD BERNSTEIN 1999 - 2006
Sanford C. Bernstein January 1997 - January 1999
Sanford C. Bernstein January 1995 - January 1997
Sanford C. Bernstein January 1994 - January 1995
Skills
Hedge Funds, Capital Markets, Equities, Trading Systems, Series 7, Bloomberg, Equity Trading, Investments, Fixed Income, Trading, Equity Research, Alternative Investments, Securities, FINRA, Asset Management, Risk Management, Investor Relations, Series 63, Hedging, Financial Services, Market Data, Derivatives, Financial Statement..., Business Development, Equity Valuation, Algorithms, Risk Assessment, Credit Risk, series 55, Morningstar Direct, Electronic Trading, Options, Collateral Management
Education
Saint John's University - Peter J. Tobin College of Business 1988 — 1992
BS, Finance
St John's High School 1983 — 1987
Citi April 2012 - Present
Deutsche Bank July 2011 - May 2012
BNY CONVERGEX GROUP LLC April 2009 - May 2010
Sanford C. Bernstein January 2006 - March 2009
SANFORD BERNSTEIN 1999 - 2006
Sanford C. Bernstein January 1997 - January 1999
Sanford C. Bernstein January 1995 - January 1997
Sanford C. Bernstein January 1994 - January 1995
Skills
Hedge Funds, Capital Markets, Equities, Trading Systems, Series 7, Bloomberg, Equity Trading, Investments, Fixed Income, Trading, Equity Research, Alternative Investments, Securities, FINRA, Asset Management, Risk Management, Investor Relations, Series 63, Hedging, Financial Services, Market Data, Derivatives, Financial Statement..., Business Development, Equity Valuation, Algorithms, Risk Assessment, Credit Risk, series 55, Morningstar Direct, Electronic Trading, Options, Collateral Management
Education
Saint John's University - Peter J. Tobin College of Business 1988 — 1992
BS, Finance
St John's High School 1983 — 1987
Larry Hunt's Sanford Bernstein Experience August 1998 - September 1999
Job Director Enterprise Capital Management at Bank of America
Industry Banking
Experience
Bank of America May 2014 - Present
Wells Fargo May 2013 - May 2014
Bank of America June 2010 - May 2013
Bank of America February 2008 - June 2010
Bank of America September 2005 - February 2008
NEXTEL August 2004 - September 2005
MCI WorldCom January 2004 - August 2004
Accenture November 2000 - December 2003
Folger Nolan Fleming Douglas September 1999 - November 2000
Sanford Bernstein August 1998 - September 1999
Skills
Process Improvement, SDLC, Change Management, Banking, Portfolio Management, Business Analysis, Analysis, Financial Analysis, Vendor Management, PeopleSoft, Risk Management, Business Process..., Program Management, Leadership, Management, Finance, Requirements Analysis, Business Intelligence, Analytics, Business Process
Education
James Madison University 1994 — 1998
Bachelors, Business Administration, Finance
Bank of America May 2014 - Present
Wells Fargo May 2013 - May 2014
Bank of America June 2010 - May 2013
Bank of America February 2008 - June 2010
Bank of America September 2005 - February 2008
NEXTEL August 2004 - September 2005
MCI WorldCom January 2004 - August 2004
Accenture November 2000 - December 2003
Folger Nolan Fleming Douglas September 1999 - November 2000
Sanford Bernstein August 1998 - September 1999
Skills
Process Improvement, SDLC, Change Management, Banking, Portfolio Management, Business Analysis, Analysis, Financial Analysis, Vendor Management, PeopleSoft, Risk Management, Business Process..., Program Management, Leadership, Management, Finance, Requirements Analysis, Business Intelligence, Analytics, Business Process
Education
James Madison University 1994 — 1998
Bachelors, Business Administration, Finance
Joanna Borner's Sanford Bernstein Experience September 2002 - January 2006
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2011 - Present
BNY Mellon January 2006 - Present
Sanford Bernstein September 2002 - January 2006
Skills
Equities, Wealth Management
Education
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Economics
BNY Mellon Wealth Management July 2011 - Present
BNY Mellon January 2006 - Present
Sanford Bernstein September 2002 - January 2006
Skills
Equities, Wealth Management
Education
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Roseann Mako's Sanford Bernstein Experience September 1996 - January 1998
Job Executive Assistant at NYSE Euronext
Industry Financial Services
Experience
NYSE Euronext/ICE February 1998 - October 2014
Sanford Bernstein September 1996 - January 1998
Gibraltar Advisors (money mgmt division of Prudential Securities) 1993 - 1996
American Industrial Partners 1992 - 1993
Winthrop Laboratories, div. of Sterling Drug Inc. May 1988 - May 1991
Thompson McKinnon Securities August 1986 - May 1988
Glenbrook Laboratories, div of Sterling Drug February 1982 - August 1986
Skills
Lotus Notes, Outlook, Administrative..., Securities, Office Management, Travel Arrangements, Budget Setting, Written & Verbal..., Written & Oral..., Legal Documents, Interviews, Sales Operations, Labor Relations, Personnel Management, Event Planning, Compensation & Benefit, Collective Bargaining, Mock Interviews, Microsoft: Word, Excel,..., Cost Saving Projects, National Accounts, Marketing, Finance, Expenses, Mergers & Acquisitions
Education
Cornell University & Baruch College, joint degree 1988 — 1992
Master of Science (M.S.), Industrial and Labor Relations, 3.0
New York Institute of Finance 1993 — 1994
Studied for Series 7 and Series 63 -Earned Certificate in Securities Industry & Investments
Pace University 1983 — 1988
Bachelor's degree (B.S), Business, GPA 3.0
LaGuardia Community College 1977 — 1980
Associate of Arts and Sciences (A.A.S.), Business, GPA 4.0
NYSE Euronext/ICE February 1998 - October 2014
Sanford Bernstein September 1996 - January 1998
Gibraltar Advisors (money mgmt division of Prudential Securities) 1993 - 1996
American Industrial Partners 1992 - 1993
Winthrop Laboratories, div. of Sterling Drug Inc. May 1988 - May 1991
Thompson McKinnon Securities August 1986 - May 1988
Glenbrook Laboratories, div of Sterling Drug February 1982 - August 1986
Skills
Lotus Notes, Outlook, Administrative..., Securities, Office Management, Travel Arrangements, Budget Setting, Written & Verbal..., Written & Oral..., Legal Documents, Interviews, Sales Operations, Labor Relations, Personnel Management, Event Planning, Compensation & Benefit, Collective Bargaining, Mock Interviews, Microsoft: Word, Excel,..., Cost Saving Projects, National Accounts, Marketing, Finance, Expenses, Mergers & Acquisitions
Education
Cornell University & Baruch College, joint degree 1988 — 1992
Master of Science (M.S.), Industrial and Labor Relations, 3.0
New York Institute of Finance 1993 — 1994
Studied for Series 7 and Series 63 -Earned Certificate in Securities Industry & Investments
Pace University 1983 — 1988
Bachelor's degree (B.S), Business, GPA 3.0
LaGuardia Community College 1977 — 1980
Associate of Arts and Sciences (A.A.S.), Business, GPA 4.0
Janet Heck's Sanford Bernstein Experience 1989 - 1998
Job
Industry Hospital & Health Care
Experience
Seasons Hospice & Palliative Care January 2013 - Present
Main Line Health June 2003 - November 2009
Vitas Hospice March 2006 - November 2007
Sanford Bernstein 1989 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets
Education
Delaware County Community College 2001 — 2003
Associate's degree, Registered Nursing/Registered Nurse
University of Connecticut 1980 — 1981
Master of Arts (M.A.), Linguistics
Seasons Hospice & Palliative Care January 2013 - Present
Main Line Health June 2003 - November 2009
Vitas Hospice March 2006 - November 2007
Sanford Bernstein 1989 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets
Education
Delaware County Community College 2001 — 2003
Associate's degree, Registered Nursing/Registered Nurse
University of Connecticut 1980 — 1981
Master of Arts (M.A.), Linguistics