Sanford C. Bernstein
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Sanford C. Bernstein Employees
Betterment 2014 - Present
Betterment 2013 - 2014
Gotham Ventures 2011 - 2013
Sanford C. Bernstein 2009 - 2011
Sanford C. Bernstein 2007 - 2009
GAMCO Investors, Inc. 2006 - 2007
Black Entertainment Television 2004 - 2005
Skills
Financial Modeling, Venture Capital, Due Diligence, Equity Research, Business Strategy, Financial Analysis, Valuation, Analytics, Start-ups, Finance
Education
Columbia Business School 2011 — 2013
MBA
Columbia University in the City of New York 2002 — 2007
BA
McKinsey & Company September 2014 - Present
Sanford C. Bernstein June 2013 - August 2013
Columbia University May 2012 - December 2012
EventSalsa September 2011 - October 2012
UIDAI, Government of India July 2012 - August 2012
Columbia University September 2011 - May 2012
InMobi May 2011 - August 2011
Skills
C++, Java, Matlab, Excel, Scuba Diving, Salesforce.com, PowerPoint, Red Hat Linux, Bash, Analysis, Leadership, Linux, Microsoft Excel, Strategy, Microsoft Office
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2014
B.Sc, Engineering
NPS 2006 — 2010
High School Diploma
AllianceBernstein 2012 - Present
AllianceBernstein 2011 - 2012
AllianceBernstein 2001 - 2011
Sanford C. Bernstein 1997 - 2001
Sanford C. Bernstein August 1993 - 1997
Skills
Fixed Income, Investment Strategies, Marketing Communications, Institutional..., Management, Defined Benefit, Digital Media, Series 7, Defined Contribution, Social Media, Strategic Leadership, Marketing Strategy, Risk Management, Investment Management, Asset Management, Series 63, Equities, Alternative Investments, Institutional Investors, Branding & Identity, Investments, Portfolio Management, Hedge Funds
Education
Columbia College (NY)
B.A., English Literature
Phillips Exeter Academy
H.S., with High Honors
Goldman Sachs & Co Inc. April 2014 - Present
Goldman Sachs Asset Management June 1998 - April 2014
Bankers Trust Company November 1997 - June 1998
Sanford C. Bernstein December 1995 - October 1997
Skills
Mutual Funds, Portfolio Management, Structured Finance, Fixed Income, Alternative Investments, Equities, Bloomberg, Capital Markets, Asset Management, Derivatives, Valuation, Investments, Bonds, Financial Modeling, Investment Management
Education
NYU Stern School of Business 2000 — 2003
Master of Business Administration (MBA), Finance and Economics
Brown University 1991 — 1995
Bachelor's degree, Business Economics and Organizational Behavior and Management
Sanford C. Bernstein June 2011 - February 2014
WilmerHale June 2010 - August 2010
Skills
Spanish, Sales, Writing, Communication Skills, Client Services, Equity Capital Markets, Cooking, Food & Beverage, Social Networking
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard College 2007 — 2011
B.A. with Honors, Social Studies
Northwest Culinary Academy of Vancouver 2006 — 2007
Professional Culinary Diploma, Cooking and Related Culinary Arts, General
Phillips Academy 2002 — 2006
High School
Nova Financial Services, Inc. July 2013 - December 2014
Plexus Companies July 2007 - December 2012
Citi June 2004 - June 2007
CorTek Advanced Building Systems May 2003 - May 2004
Sanford C. Bernstein April 2000 - April 2003
Skills
Pilates, Strategic Planning, Marketing Strategy, Research, Entrepreneurship, Sales, Systems Analysis, Financial Analysis, Medical Devices, Writing, Investments, Wellness, Finance, Management, Equity Research, Business Strategy, Business Development, Hedge Funds, Financial Modeling, Equities, Public Speaking, Financial Services, Strategic Financial..., Analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2007
M.B.A.
University of Colorado Boulder 1997 — 1999
B.A.
Babson College 1995 — 1996
Bachelor of Science (B.S.)
University of Colorado Boulder 1993 — 1995
Bachelor of Business Administration (B.B.A.)
Academy Securities October 2014 - Present
J.P. Morgan January 2012 - January 2015
Sanford C. Bernstein January 2009 - August 2012
Lehman Brothers 2008 - 2008
United States Marine Corps January 2001 - January 2005
Skills
Leadership, Analysis, Management, Asset Management, Training, Hedge Funds, Military, Investment Banking, Equity Research, Security, Derivatives, Operational Planning, Alternative Investments, Series 7, Risk Management, Private Equity, Equities, Valuation, Program Management, Securities
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Management
University of Cape Town Graduate School of Business 2008 — 2008
MBA, NYU Study Abroad program
Peking University 2008 — 2008
MBA, NYU Study Abroad program, Doing Business in China
Bucknell University 1997 — 2001
Bachelor of Arts, Political Science
Citizens Capital Markets May 2008 - Present
Banc of America Securities June 2000 - November 2007
Fleet Securities 2000 - 2004
Sanford C. Bernstein July 1994 - July 1998
Skills
Loan Origination, Loan Syndication, Debt Structuring, Debt Capital Markets..., Leveraged Finance, High Yield Markets, LBO, M&A experience, Exit Financing, Loans, Credit, Capital Markets, Mergers, Banking, Commercial Lending, Due Diligence, Commercial Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
Bates College 1990 — 1994
BA, Economics
The London School of Economics and Political Science (LSE) 1992 — 1993
Sanford C. Bernstein November 2011 - Present
Daiwa Capital Markets November 2010 - November 2011
Credit Suisse February 2006 - November 2010
Bloomberg Tradebook January 2004 - January 2006
Skills
Electronic Trading, Trading Systems, Equities, Hedge Funds, Bloomberg, Trading, Series 7, Series 63, Bloomberg Terminal, Low Latency
Education
Colorado State University 1999 — 2003
Bachelor, Finance
BMO Capital Markets April 2015 - Present
Sanford C. Bernstein March 2013 - April 2015
New York, NY April 2008 - March 2013
SmartMoney February 2007 - February 2008
McGraw-Hill 2006 - 2006
Citigroup 2005 - 2005
Deutsche Bank 2003 - 2005
Deutsche Bank June 2002 - August 2002
Merrill Lynch 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investments, Equities, Writing, Financial Analysis, Fixed Income
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance
HRG October 2013 - Present
WINiT - Women in Travel 2013 - 2014
Hickory Global Partners March 2012 - October 2013
Hickory Global Partners, LLC February 2012 - June 2012
Travel Leaders Corporate May 2010 - December 2011
American Society of Travel Agents June 2008 - May 2010
Mezzacappa Management September 2006 - August 2007
Wafra Investment Advisory Group, Inc. April 2003 - August 2006
Sanford C. Bernstein August 1998 - April 2003
Skills
Sales Management, Competitive Analysis, Finance, Branding & Identity, Travel Management, Business Travel, Strategic Planning, Marketing Strategy, New Business Development, Account Management, Marketing, Event Management, Business Development, Market Research, Budgets, Marketing Communications, Tourism, Leadership, Salesforce.com, Negotiation, Revenue Analysis, B2B, Management, Customer Service, Contract Negotiation, Sales, Strategy, Advertising, CRM, Trade Shows
Education
Baruch College, City University of New York (CUNY) 1998 — 2005
BA, Business Communication
FH LaGuardia HS 1991 — 1995
Music
Visium Asset Management 2005 - Present
Balyasny Asset Management 2001 - 2005
Merlin 2000 - 2001
Sanford C. Bernstein 1998 - 2000
Education
New York University School of Medicine 1993 — 1998
MD, Doctorate and Medical Internship
Brown University 1989 — 1993
AB, Economics
Flatbush High School 1985 — 1989
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
Mediant Communications, LLC June 2013 - Present
Mediant Communications, LLC November 2012 - June 2013
AllianceBernstein April 2006 - February 2011
AllianceBernstein January 1996 - April 2006
Sanford C. Bernstein July 1993 - January 1996
Skills
Project Management, Business Analysis, Staff Management, Staff Development, Strategic Leadership, Process Improvement, Process Automation, Operational Risk..., Superior Client Service, Asset Managment, Asset Management, Equities, CRM, Client Services, Portfolio Management
Education
Binghamton University - School of Management
BA, Economics
Newfield High School
Mount Vernon City School District September 2007 - Present
NYC Department of Education November 2004 - September 2007
Sanford C. Bernstein June 1999 - December 2002
Skills
Help Desk Support, Technical Support, Data Analysis, Training, Curriculum Design, Staff Development, Curriculum Development, Teaching, Higher Education, Community Outreach, Instructional Design, Differentiated..., Literacy, Classroom Management, Classroom, Public Speaking, Microsoft Office, Educational Leadership
Education
Mercy College 2008 — 2010
Master's degree, School Leadership
Mercy College 2004 — 2007
Master's degree, Elementary Education and Teaching
Urshan Graduate School of Theology 2002 — 2004
Master's Degree, Theology/Theological Studies, 3.5
UBS Financial Services Inc. June 2008 - Present
Solomon Smith Barney December 2000 - June 2008
Sanford C. Bernstein January 1995 - December 2000
Skills
Private Equity, Due Diligence, Equities, Finance, Corporate Finance, Financial Services, IPO, Commercial Real Estate, Bloomberg, Financial Analysis, Investments, Investment Management, Investment Strategies, Leadership
Education
New York University
Master of Business Administration (MBA), Finance, General
Carnegie Mellon University
Bachelor of Fine Arts (BFA)
Sanford C. Bernstein October 2013 - Present
NERVE Group September 2012 - October 2013
ACW Consulting July 2008 - October 2013
New York & Company January 2009 - July 2010
Bath & Body Works May 2005 - June 2008
Limited Brands February 2003 - May 2005
The Boston Consulting Group 1999 - 2003
Eli Lilly and Company September 1992 - February 1995
Eli Lilly and Company September 1990 - September 1992
Skills
Brand Development, Strategy, Brand Management, Retail, Strategic Planning, Merchandising, Product Innovation, Customer Insight, Competitive Analysis, Product Development, Fashion, Consumer Products, Cross-functional Team..., Marketing Strategy, E-commerce, Brand Architecture, Pricing, Marketing Management, Trend, Beauty Industry, Analytics, Creative Direction, P&L Management, Apparel
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Marketing, Finance
HEC Paris 1987 — 1990
MS Management, Finance, Marketing
WPB Advisors January 2007 - Present
Agile Trading Group June 2011 - October 2013
BB&T Capital Markets May 2004 - January 2007
Raymond James Financial March 2000 - May 2004
Carnegie Childs LLC/Kuhns Brothers February 1998 - March 2000
Sanford C. Bernstein January 1997 - February 1998
Sanford C. Bernstein June 1994 - January 1997
Skills
Equity Trading, Equities, Trading, Series 7, Series 63, Technical Analysis, Asset Management, Investments, Hedge Funds, Traders, Portfolio Management, Risk Management, Capital Markets, Bloomberg, Options, Trading Systems, Fixed Income, Economics, Investment Strategies
Education
Boston University Questrom School of Business
Shaw Advisors LLC January 2010 - Present
Family Management Corporation October 2003 - December 2008
AllianceBernstein October 2000 - October 2003
Sanford C. Bernstein January 1998 - October 2000
Education
Binghamton University 1993 — 1997
BS with Honors, Economics
Independent Women's Forum January 2014 - Present
Acculturated blog October 2012 - Present
New York Post May 2003 - October 2012
McKinsey & Company January 2001 - January 2003
Sanford C. Bernstein September 1998 - December 2000
The Washington Times September 1995 - September 1998
The Jerusalem Report 1991 - 1993
Skills
Editing, Blogging, Journalism, Copy Editing, Editorial, Newspaper, Storytelling, Magazines, Publishing, Feature Articles, News Writing, Proofreading
Education
Brandeis University 1994 — 1995
MA, History
McGill University 1987 — 1991
Bachelor of Arts, History
Morgan Stanley Wealth Management September 2013 - Present
WFUV 2006 - Present
Merrill Lynch Global Wealth Management January 2011 - April 2013
AllianceBernstein February 2007 - October 2010
Sanford C. Bernstein October 2002 - February 2007
Sanford C. Bernstein January 2000 - October 2002
Sanford C. Bernstein January 1995 - January 2000
The Boston Consulting Group 1989 - 1994
Skills
Equities, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Asset Management, Investment Strategies, Portfolio Management, Leadership, Investment Management, Fixed Income, Wealth Management, Investment Advisory, Venture Capital, Equity Research, Capital Raising, Trading Strategies, Equity Derivatives, Strategic Planning, Asset Managment, Emerging Markets, Financial Modeling, Financial Advisory, LBO, Capital Markets
Education
Harvard Business School 1987 — 1989
MBA, General Management, Finance
Brown University 1981 — 1985
Sc.B, Applied Math/Economics
easyPG.com April 2012 - Present
Breakthrough Philanthropy, Inc. - Fundraising Counsel to Nonprofit Organizations February 2004 - Present
WIDNY 2006 - 2008
HIAS, Inc. October 2000 - October 2002
Women's American ORT, Inc. September 1997 - September 2000
State of Israel Bonds December 1988 - October 1992
Sanford C. Bernstein 1967 - 1974
Skills
Fundraising, Planned Giving, Campaign Development, Stewardship, Campaign Strategies, Donor Relations, Endowments, Individual Giving, Philanthropy, Charities, Donor Recognition, Public Speaking, Donations, Gifts, Non-profits, Grants, Newsletters, Campaign, Nonprofit Consulting, Prospect Research, Resource Development, Non-profit Development, Fundraisers, Non-profit Consulting, Donor Research, Major Gift Development, Blogging, Solicitation, Marketing, Campaigns, Nonprofits, Annual Giving, Board Development, Volunteer Management, Direct Mail, Non-profit..., Strategy, Board Relations, Cause Marketing, Non-profit Board..., Proposal Writing, Donors, Alumni Relations, Moves Management, Leadership, Capital Campaign..., Board of Directors, Capital Campaigns, Annual Fund, Board Governance
Education
Brooklyn College
English
Landmark Education
GiantLoop Networks January 2000 - July 2001
Sycamore Networks January 1999 - March 2000
Cambrian Systems 1998 - 1999
Newbridge Networks January 1995 - May 1998
AIG Trading Corp May 1993 - May 1994
Sanford C. Bernstein August 1991 - May 1993
Transworld Airlines March 1984 - August 1991
IPC Communications April 1982 - October 1984
US Navy March 1977 - March 1981
Skills
Telecommunications, Troubleshooting, Management, Program Management, Enterprise Software, Leadership, Customer Service, Wireless Networking, Team Building, Strategic Planning, Sales, Marketing, Networking, Wireless, IP, Microsoft Office, Photography, Digital Photography, VoIP, Cloud Computing, Managed Services, DWDM, CWDM, Optical Communications, Optical Engineering, Ethernet, Solution Selling, Data Center, WAN, Integration, Pre-sales, Project Management, Unified Communications, Start-ups, Strategic Partnerships, Product Management
Education
U.S. Navy 1977 — 1981
Telecommunications
Brookdale Community College
Morgan Stanley 2012 - Present
AllianceBernstein 2005 - 2011
AllianceBernstein 2000 - 2005
Sanford C. Bernstein 1998 - 2000
HarperCollins Publishers 1995 - 1998
Education
University of Rhode Island
Management Information Systems; Management Science/Statistics
California State Polytechnic University-Pomona
Computer Systems Engineering
Anheuser-Busch InBev 2013 - 2015
PepsiCo - Pepsi Beverages Company June 2012 - August 2012
Sanford C. Bernstein 2010 - 2011
Sanford C. Bernstein 2008 - 2010
Skills
Valuation, Financial Modeling, Equity Research, Corporate Finance, Cross-functional Team..., Competitive Analysis, Strategy, Investments
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Cornell University 2004 — 2008
Bachelor's degree, Economics
London School of Economics and Political Science, U. of London 2006 — 2007
Study Abroad
Spence School
Sanford C. Bernstein June 2014 - Present
UBS June 2013 - August 2013
Skills
Economics, Spanish, Excel, PowerPoint, Word, Social Media, Communications, Public Speaking, Political Science, International Policy, International Relations, WFR Certified, Data Analysis, Fundraising, Research, Microsoft Excel, Facebook
Education
Colorado College 2011 — 2014
International Political Economy
Universidad de Salamanca 2012 — 2012
Spanish
General Reinsuance Corporation May 2002 - Present
General Reinsurance Corporation May 2002 - Present
Purdue Pharma September 2001 - April 2002
Sanford C. Bernstein December 1999 - August 2001
CBS News July 1999 - December 1999
AT&T February 1998 - July 1999
Stock Holding Corporation of India Limited February 1993 - July 1997
Capital Blue Cross 1997 - 1997
Education
Fairfield University 2006 — 2009
M.S., Management of Technology
Tata Institute of Fundamental Research 1991 — 1993
Ph. D, Science
M. A. College of Engineering 1985 — 1990
B. Tech, Electronics & Communication
College of Engineering, Trivandrum 1984 — 1985
B. Arch, Architecture
S. B. College, Changanacherry 1982 — 1984
Pre Degree, Maths, Science
AKJM, Kanjirapally 1976 — 1982
SSLC
Con Edison October 2000 - Present
Sanford C. Bernstein June 1997 - August 2000
Prebon Yamane September 1994 - April 1997
Comcast April 1990 - September 1994
Thomson Reuters 1987 - 1990
AT&T 1979 - 1987
IPC (USA), Inc. 1977 - 1980
Skills
Telecommunications, VoIP, Contract Negotiations, Contract Management, Planning, Budgeting
Education
New York University - Leonard N. Stern School of Business 1976 — 1979
MBA, Finance, Marketing
City University of New York City College 1965 — 1970
BEE, Engineering
High School of Music & Art 1963 — 1965
Music Theory and Composition
Nordic Investment Bank July 2003 - Present
Team Beachbody October 2009 - Present
Schroders 2002 - 2003
Nomura Securities 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Sanford C. Bernstein 1990 - 1997
Bernstein Investment Research and Management 1990 - 1997
Skills
Fitness, Equities, Personal Development, Nutrition, Coaching, Health, Financial Modeling, Equity Trading, Entrepreneurship, Hedge Funds, Trading, Capital Markets, Bloomberg, Financial Markets, Alternative Investments, Investment Banking, Asset Management, Derivatives
Education
City University of New York 1983 — 1987
Bachelor's degree, Accounting and Finance
The Farrell Law Firm, LLP October 2013 - Present
eScholar December 2009 - October 2013
AllianceBernstein October 2005 - November 2008
Sanford C. Bernstein June 1998 - October 2005
Cambridge Technology Partners November 1995 - June 1998
Prudential Financial January 1995 - November 1995
Oracle July 1990 - August 1993
Skills
Patent Prosecution, Legal Writing, Legal Research, Data Analysis, Requirements Analysis, Technical Writing, Database Development, System Design
Education
Brooklyn Law School 2011 — 2015
Doctor of Law (J.D.), Law, 3L
Columbia Engineering 1993 — 1995
M.S., Computer Science
Spelman College 1986 — 1990
B.S., Computer Science
Viacom Media Networks January 2005 - Present
MarketAxess March 2004 - January 2005
Wall Street Access June 2000 - April 2003
Sanford C. Bernstein September 1997 - June 2000
Credit Suisse First Boston September 1996 - September 1997
Citibank November 1993 - September 1996
Prudential Securities July 1991 - November 1993
Mercantile Stores August 1989 - April 1991
Skills
Perl, Performance Tuning, MySQL, Databases, Microsoft SQL Server, Data Warehousing, Sybase, Linux, SQL, Data Modeling, Agile Methodologies, Database Design, Enterprise Software, Shell Scripting, Unix, SDLC, Software Development, Database Administration
Education
State University of New York at Binghamton 1987 — 1989
BS, Computer & Information Science
University at Albany, SUNY 1983 — 1985
Sanford C. Bernstein 2015 - Present
CIGNA 2007 - 2015
Columbia Street Group (Strategy consulting) 2005 - 2007
Opticare Health 2002 - 2005
CIGNA Health Services 2000 - 2002
Aetna 1989 - 2000
Skills
Mergers, Strategy, Business Development, Venture Capital, Strategic Partnerships, Corporate Development, Healthcare, Start-ups, Executive Management, Business Strategy
Education
Trinity College-Hartford 1990 — 1993
MA, Economics
Brown University 1984 — 1988
B.A., Economics
City of Jersey City June 2005 - June 2013
Sanford C. Bernstein April 2008 - April 2012
Citi Group 2005 - 2008
United States Marine Corps Reserves 2002 - 2006
Goldman Sachs May 1999 - January 2004
Skills
Analysis, Asset Management, Asset Managment, Bloomberg, Budgets, Capital Markets, Community Development, Community Outreach, Contract Negotiation, Data Analysis, Economic Development, Due Diligence, Economics, Editing, Equities, Event Management, Financial Modeling, Financial Analysis, Event Planning, Grant Writing, Government, Fundraising, Legal Research, Leadership, Investments, Management, Local Government, Legal Writing, Marketing, Media Relations, Mergers, Negotiation, Microsoft Office, Policy Analysis, Nonprofits, PowerPoint, Politics, Political Campaigns, Program Management, Program Development, Public Relations, Public Policy, Project Management, Real Estate, Research, Public Speaking
Education
Columbia University - School of International and Public Affairs 2006 — 2008
MPA
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
Binghamton University 1995 — 1999
BA
Sanford C. Bernstein May 2013 - Present
Credit Suisse 1991 - 2012
Skills
Sales, Capital Markets, Equities, Hedge Funds
Education
Bowdoin College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Catalyst, a WPP Agency May 2015 - Present
AMP Agency May 2014 - May 2015
Boston College Office of Residential Life August 2013 - May 2015
Boston College Office of Residential Life May 2013 - August 2013
Boston College Office of Residential Life May 2012 - August 2012
Fair Share Alliance January 2012 - June 2012
K&G Enterprises June 2011 - August 2011
Sanford C. Bernstein July 2010 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Java, SEO, Digital Marketing, Marketing, Communication, HTML, SQL, Mentoring
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Business, Information Systems and Marketing Double Concentration
The Spence School 1998 — 2011
Advent Software September 2013 - Present
eFront January 2013 - August 2013
Advent Software January 2008 - December 2012
Advent Software July 2007 - December 2007
Advent Software January 2005 - June 2007
Advent Software April 2002 - December 2004
Streetfusion January 2001 - October 2001
Sanford C. Bernstein & Co. January 2000 - December 2000
Sanford C. Bernstein January 1998 - December 1999
Sanford C. Bernstein February 1997 - December 1997
Skills
Enterprise Software, Sales, Solution Selling, Salesforce.com, Asset Management, Technology Evaluation, Business Relationship..., Client Relationship..., Negotiation, Consultative Selling, Discovery, Requirements Analysis, Sales Process, Delivering Results, Capital Markets, Asset Managment, Selling, CRM, Trading Systems, Pre-sales, Cloud Computing, Management, Hedge Funds, Investments, SaaS
Education
Bucknell University 1992 — 1996
Bachelor of Science
Oracle September 2015 - Present
Symantec July 2014 - September 2015
Symantec March 2012 - June 2014
Independent Finance & Strategy Consultant August 2011 - March 2012
Clearwire July 2010 - April 2011
Sprint Nextel August 2003 - April 2010
Sanford C. Bernstein August 2001 - December 2002
RBC Dain Rauscher August 2000 - August 2001
Evergreen Investments March 1997 - July 2000
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Forecasting, Business Strategy, Business Development, Strategy, Budgets, Mergers, Competitive Analysis, Corporate Finance, Business Planning, Strategic Financial..., Mergers & Acquisitions, Management, P&L Management, Valuation, Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
Harvard University Extension School 1998 — 2000
Graduate Certificate of Special Studies, Management & Administration
Boston University
BA, English & Philosophy
Bit9 + Carbon Black January 2015 - Present
RIVERVIEW RECRUITING LLC December 2009 - December 2014
TripAdvisor 2013 - 2014
Winter, Wyman & Co. August 2006 - October 2008
Lynch, Brewer, Hoffman & Fink August 2002 - August 2006
Blank, Rome 2000 - 2001
Sanford C. Bernstein February 1996 - July 1997
Skills
Ruby on Rails, Recruiting, Technical Recruiting, Web Development, User Experience, jQuery, PHP, XML, Java, Android, AJAX, Start-ups, Drupal, iOS, JavaScript, HTML5, CSS3, MySQL, Python, Product Management, Project Management, Linux, LAMP, Objective-C, Mobile Applications, Social Media, High Performance Teams, Agile Methodologies, Scrum, Search Algorithms, Big Data, High Traffic, C#, Perl, Django, Object Oriented Design, High Frequency Trading, Interactive TV, Music, Art, Educational Technology, Front-end, iPhone, JUnit, PostgreSQL, Selenium, Usability, Virtualization, Cloud Computing, Data Warehousing
Education
Cornell Law School
Boston College
B.A.
Ridgewood High School
Sanford C. Bernstein July 2010 - Present
CA December 2009 - July 2010
CA August 2009 - December 2009
CA April 2008 - July 2009
CA, INC June 2006 - April 2008
MDY Advanced Technologies 1988 - June 2006
Skills
Strategy, Management, Business Strategy, Product Marketing, Mergers & Acquisitions, Project Management, Consulting, Marketing, Sales, Selling, Finance, Venture Capital, Document Management, Corporate Development, Records Management
Education
Columbia University in the City of New York 1982 — 1990
Ph.D.
Columbia University in the City of New York 1984 — 1986
Master of Philosophy
Columbia Engineering 1982 — 1984
Master of Science
Columbia College (NY) 1978 — 1982
BA
Riverdale Country School 1970 — 1978
High school
WisdomTree Asset Management June 2015 - Present
Sanford C. Bernstein September 2013 - March 2015
Dow Chemical December 2010 - September 2013
University of Connecticut Foundation March 2010 - December 2010
IBM Global Services July 2002 - July 2005
Skills
Asset Management, Bloomberg, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Management, Portfolio Management, Sales, Statistics, Strategy, Valuation
Education
The University of Connecticut School of Business 2005 — 2011
Ph.D, Business Administration
Beijing Institute of Technology 1998 — 2002
B.E, Electrical Engineering
KKR June 2015 - Present
Bridgewater Associates October 2011 - Present
BlackRock August 2010 - October 2011
AllianceBernstein 2004 - August 2010
IBM 2001 - 2004
Sanford C. Bernstein 1999 - 2001
Toronto Dominion Securities, USA Division 1996 - 1999
Deutsche Bank 1994 - 1996
Lehman Brothers 1987 - 1994
Skills
Asset Managment, IT Infrastructure..., Global Infrastructure..., Fixed Income, Risk Management, Trading Systems, Portfolio Management, Equities, Vendor Management, Strategic Planning, Investment Banking, Management, PMO, Mentoring, Project Planning, Leadership, Project Management, IT Strategy, SDLC, Business Analysis, ITIL, Integration, Asset Management, Infrastructure, Enterprise Architecture, Sybase, Disaster Recovery, Data Center, Trading, Technology Management, IT Management, Outsourcing, Mergers & Acquisitions, Business Process, Software Development, Governance, Information Technology, Executive Management, Financial Services, Project Portfolio..., Business Continuity, Market Data, Electronic Trading, Business Process..., Hedge Funds, IT Service Management, Program Management, IT Operations, Strategy, PMP
Education
State University of New York at Binghamton 1980 — 1982
Mathematics and Computer Science
New York University 1978 — 1980
Mathematics and Computer Science
Westwood Holdings Group, Inc. July 2015 - Present
Northern Border Investments March 2011 - June 2015
JPMorgan Chase February 2010 - March 2011
Principled Capital December 2009 - February 2010
Cantillon Capital July 2008 - June 2009
Loomis Sayles June 2007 - August 2007
Sanford C. Bernstein November 2003 - July 2006
Skills
Equity Research, Portfolio Management, Equities, Value Investing, Investment Management, Investments, Hedge Funds, Financial Modeling, Equity Valuation, Mutual Funds, Valuation, Capital Markets, Bloomberg, Due Diligence, Asset Management, Asset Allocation, Trading, Emerging Markets, Alternative Investments, Securities, Risk Management, Investment Banking, Asset Managment, Equity Trading, Financial Services
Education
Columbia University - Columbia Business School 2006 — 2008
MBA with Honors, Finance
Southern Methodist University - Cox School of Business 1998 — 2003
BBA with Honors, Finance & Accounting
Tesla Motors October 2014 - Present
Slapfish Restaurant Group March 2009 - September 2014
Los Angeles County Economic Development Corporation (LAEDC) February 2008 - February 2009
C&D Zodiac August 2006 - December 2007
Grey Group August 2005 - July 2006
Sanford C. Bernstein April 2004 - August 2005
FXCM February 2004 - April 2004
Standard Bank January 2002 - March 2002
Skills
Economics, Financial Modeling, Data Analysis, Econometrics, Analysis, Financial Analysis, Research, Statistics, Valuation, Forecasting, Microsoft Excel, Investments, Market Research, Investment Banking, Leadership, Finance, Analytics, Risk Management, Stata, Sustainability, Economic Research, Access, Quantitative Analytics, Corporate Finance, Strategic Planning, Entrepreneurship, Business Planning, Electric Cars, Economic Modeling, Macroeconomics, Budgets, Equity Research, Financial Reporting, International Economics, Microeconomics, Statistical Modeling, Eviews, Project Planning, Economic Development, Public Policy, Policy Analysis, Competitive Analysis, Data Mining, Management Consulting, Financial Markets, Strategy, Strategic Financial..., Qualitative Research, Business Strategy, Due Diligence
Education
Stanford University 2014 — 2015
Post Graduate Professional Certification, Energy Innovation and Emerging Technologies
California State University-Long Beach 2007 — 2009
Masters Degree, Transportation and Energy Economics
Nelson Mandela Metropolitan University 2002 — 2003
Post Graduate HonoursHonours Degree, Economics and Accountancy
University of Cape Town 1999 — 2002
Bachelor of Science, Politics, Philosphy and Economics
Woodridge college, Thornhill, South Africa 1992 — 1997
High school diploma
Tourmaline Partners, LLC September 2014 - Present
Wedbush Securities March 2004 - July 2014
Omega Advisors January 2001 - August 2001
Sanford C. Bernstein 1997 - 2001
Prudential Securities 1986 - 1997
Skills
Series 7, Series 24, Series 55, Series 63, Trading, Equities, Hedge Funds, Securities, Investments, Capital Markets, Marketing, Program Management, Equity Research, Sales, Bloomberg, Alternative Investments
Education
The University of Texas at Austin 1985 — 1986
BA
Boston University 1983 — 1984
Shelter Rock Management, LLC 2012 - Present
Penserra Securities LLC 2011 - 2012
HSBC Securities 2010 - 2011
NYSE Euronext 2007 - 2010
Jefferies & Company 2002 - 2007
Instinet Corporation 1996 - 2002
Sanford C. Bernstein May 1992 - July 1996
Merrill Lynch 1991 - 1992
Camp Dudley 1991 - 1991
Skills
Equities, Portfolio Management, Fixed Income, Wealth Management, Investment Advisory, Asset Management, Qualified Retirement...
Education
Tulane University 1987 — 1991
BA, Political Economy
Choate Rosemary Hall 1984 — 1987
HS
Skaneateles Central School 1974 — 1984
HS
Mercury Radio Arts October 2010 - June 2014
Chic and Green Cafe November 2008 - October 2010
Atlantic Investment Management December 2005 - October 2008
Nautica Enterprises, Inc. / VF Corp September 2004 - October 2005
Goldman, Sachs & Co. January 2002 - September 2004
Kohlberg Kravis Roberts & Co. August 2000 - September 2001
Sanford C. Bernstein March 1996 - May 1999
Skills
Customer Service, Organizational..., Hedge Funds, Interpersonal Skills, Crisis Communications
Education
Berkeley College 1995 — 1997
International Business
Planned Parenthood Federation of America July 2014 - Present
Consultant at various for- and not-for-profit organizations September 2013 - Present
Quant America December 2010 - July 2013
Endeavor Global February 2009 - November 2009
Deutsche Asset Management 2008 - 2009
Oppenheimer Capital (now Allianz Global Investors) 2002 - 2008
Zurich Scudder Investments (now Deutsche Asset Management) 1999 - 2002
Brunswick UBS 1995 - 1998
Sanford C. Bernstein 1992 - 1995
Skills
Asset Managment, Fundamental Analysis, Market Analysis, Equities, Investments, Client Presentation, Client Relations Skills, New Business Development, Presentations, Report Writing, Emerging Markets, Russian, Non-profit Volunteer, Analytical Reasoning, Strategic Communications, Business Strategy, Energy, Consumer, media, healthcare, Financial Analysis, Equity Research, Financial Modeling, Valuation, Capital Markets, Analysis, Asset Management, Portfolio Management, Executive Management, Fixed Income, Investment Strategies, Equity Valuation, equity resear, Equity Research Analysis, portfoli, Investment Advisory, Bloomberg, Competitive Analysis, Financial Reporting, Competitive Intelligence
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1988 — 1992
BS, Engineering
Sanford C. Bernstein September 2005 - Present
Sanford C. Bernstein June 2004 - September 2005
ORC Worldwide August 2001 - June 2004
Skills
Equities, Program Management, Financial Analysis, Risk Management, Analysis, • Excellent..., • Decision making,..., • Strong organization..., Middle Office, DTC, DTC Settlements, Settlement, Back Office, Microsoft Office, Lava ColorPalette, Fidessa, Rumba, Omgeo Oasys, Gloss, ADP/ Broadridge, SalesLogix, Bilingual (English..., Bloomberg
Education
Brooklyn College 1999 — 2003
Bachelor of Science in Business, Management and Finance, Business Administration and Management, General
Expert CFO Advisor January 2006 - Present
New York University Stern School of Business January 2012 - June 2015
Lev Pharmaceuticals 2007 - 2008
Nassau County, NY January 2002 - December 2005
Abacus Business Consultants July 1999 - January 2002
Twenty-First Securities August 1997 - July 1999
FastCast Corporation July 1995 - July 1997
Pharmos Corporation August 1992 - July 1995
Deutsche Bank November 1988 - July 1992
Sanford C. Bernstein July 1987 - November 1988
Skills
Start-ups, Finance, Management, Accounting, Executive Management, Managerial Finance, Strategy, Strategic Planning, Investments, Tax, Turn Around Management, Mergers & Acquisitions, Business Planning, Budgets, Management Consulting, Financial Services, Business Process..., Banking, Venture Capital, Equities, Turnarounds & crisis..., Investment Banking, Debt, Investment management &..., Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Financial Risk, Financial Statements, Accounts Payable, Accounts Receivable, Account Reconciliation, Cost Accounting, Tax Accounting, Forensic Accounting, International Business, Project Management, Operations Management, Team Management, Competitive Analysis, Strategic Thinking, Computer Systems..., IT Strategy, Internal Controls, Project Planning, Working Capital..., IPO, Early-stage Startups, IT Operations
Education
Harvard Business School 1978 — 1980
MBA, Finance
City University of New York-Brooklyn College 1974 — 1977
BS, Accounting
Yeshiva University High School - BTA 1969 — 1973
Navigant Consulting (formerly Easton Associates) September 2004 - Present
Sanford C. Bernstein August 2000 - June 2002
Sanford C. Bernstein August 1998 - August 2000
Skills
Valuation, Financial Modeling, Due Diligence, Equity Research, Business Strategy, Investments, Strategic Planning, Management Consulting, Market Research, Business Development, Marketing Strategy, Medical Devices, Data Analysis, Strategic Consulting, Management, Business Planning, Strategy, Commercialization, Competitive Intelligence, Finance, Pharmaceutical Industry, Analysis, Biotechnology, Healthcare, Competitive Analysis, Consulting
Education
Columbia University - Columbia Business School 2002 — 2004
Master of Business Administration (MBA)
Emory University 1994 — 1998
BA, Economics
Independent Consultant-Alternative Energy & Clean Tech July 2014 - Present
Cornerstone Capital Inc. January 2014 - Present
AllianceBernstein October 2012 - December 2012
Credit Suisse First Boston 1997 - 2002
Sandler Capital Management 1995 - 1997
Sanford C. Bernstein 1993 - 1995
Salomon Brothers May 1992 - August 1992
Skills
Financial Analysis, Equity Valuation, Financial Modeling, Equity Research, Industry Analysis, Private Equity, Competitive Analysis, Valuation, Writing, Sustainability, Environmental Science, Renewable Energy, Investment Banking, Analysis, Equities, Investor Relations, Due Diligence, Venture Capital, Capital Markets, Investments, Hedge Funds, Portfolio Management, Asset Management, Emerging Markets, Securities, Investment Management, Fixed Income, Mutual Funds, Investment Strategies, Bloomberg, Corporate Finance, Mergers & Acquisitions, Trading, Asset Allocation, Corporate Development, Derivatives, Financial Markets, Analytics, Finance, Strategy, Strategic Planning
Education
Harvard University 2007 — 2012
Masters in Liberal Arts, Environmental Management & Sustainability
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance & Accounting
University of Pennsylvania
BA, Economics & English
HelmsBriscoe May 2012 - Present
Belle Terrace at Avon Old Farms August 2011 - March 2012
Residence Inn by Marriott, Hartford, CT October 2006 - August 2011
Hartford Marriott Downtown September 2002 - October 2006
Waterford Development LLC September 2001 - September 2002
Sanford C. Bernstein 1999 - 2001
Skills
Sales Management, Catering Sales, Hospitality Industry, Site Inspections, Meeting Planning, Hotel Contract..., Event Sales, Sales Process, Cold Calling, Conventions, Trade Shows, New Business Development, Site Selection, Procur, Location Intelligence, Event Management, Catering, Revenue Analysis, Contract Negotiation, Corporate Events, Hotels
Education
Charter Oak State College 2005 — 2009
Bachelor of Science, Individualized Studies
Charter Oak State College
Nuvolo Technologies 2015 - Present
Red Kite 2006 - 2015
Eden Technologies 2013 - 2014
Goldman Sachs 1998 - 2002
Origin 1997 - 1998
Sanford C. Bernstein 1996 - 1997
Johnson & Higgins 1994 - 1996
Skills
Talent Acquisition, Employee Relations, Mergers, Onboarding, Employee Benefits, Performance Management, Employee Engagement, HRIS, Financial Services, Recruiting, Technical Recruiting, Information Technology, Project Management, Move Management, Personnel Management, Human Resources
Education
Boston University Graduate School of Management
MBA, Organizational Behavior
Clark University
BA, Business
West Islip High School
Restoration Hardware April 2013 - Present
BMW of Manhattan December 2011 - January 2013
TD Bank January 2010 - November 2011
JPMorgan Chase August 2006 - June 2009
AXA-Advisors December 2005 - June 2006
Sanford C Bernstein January 2003 - October 2003
Skills
Customer Relations, Access, Customer Service, Funding, Investments, Retail, Russian, Excel, PowerPoint, Word, Financial Planning, Cold Calling, Windows, Internet Explorer, Microsoft Windows 98, Netscape Navigator, Windows 95, Operating Systems, Retail Banking, Credit, Banking, Telephone Skills, Microsoft Office, Insurance, Financial Analysis, Teamwork, Problem Solving, Equities, Coaching, Inventory Management, Budgeting, Customer Satisfaction, Team Leadership, Portfolio Management, Forecasting, Analysis, Salesforce.com, Small Business, Market Research, Spreadsheets, Asset Management, Business Planning, Strategy, Strategic Financial..., CRM
Education
Binghamton University 2000 — 2005
Bachelor of Arts, Economics
Binghamton University, State University of New York 2000 — 2005
Bachelor of Arts, Economics
Sanford C. Bernstein June 2014 - Present
Bain Capital - Sankaty Advisors June 2013 - August 2013
Income Research & Management June 2012 - August 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Credit Analysis, Credit, Distressed Debt, High Yield Bonds, Leveraged Lending, Fixed Income, Valuation, Capital IQ, Bloomberg, Economics
Education
Amherst College 2010 — 2014
Bachelor's degree, Political Science
Fenway Summer LLC June 2013 - May 2015
Consumer Financial Protection Bureau June 2012 - May 2013
Consumer Financial Protection Bureau August 2011 - June 2012
Consumer Financial Protection Bureau December 2010 - August 2011
US Treasury February 2010 - November 2010
Ziff Brothers Investments September 2008 - September 2009
Columbia Business School 2007 - 2008
Ziff Brothers Investments July 2002 - December 2006
Chris Kouri for Congress February 2002 - June 2002
Sanford C. Bernstein January 2000 - February 2002
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Yale University 1993 — 1997
BA, History
Southwestern Randolph High School 1989 — 1993
Diploma
GF Funding LLC October 2007 - Present
Geneva Marketing August 2011 - Present
Michigan Wood Fuels LLC February 2012 - Present
Castlebridge Risk Solutions September 1998 - October 2007
Sanford C. Bernstein March 1996 - September 1997
RIK Options, Inc July 1989 - February 1996
Lehman Brothers April 1986 - June 1989
Skills
Derivatives, Private Equity, Manufacturing Operations, Commodity, Trading, Equities, Options, Sustainable Energy, Operations Management, Manufacturing, Venture Capital, Energy, Cleantech, Renewable Energy, Hedging, Biomass, Wood, Capital Markets, Entrepreneurship, Alternative Energy, Biofuels, Business Strategy, Management, Strategic Planning, New Business Development
Education
University of Chicago 1990 — 1993
MBA, Finance
Bowdoin College 1979 — 1983
AB, Government
Dr. Claire Fitzpatrick February 2006 - Present
Dr. Claire Fitzpatrick August 1996 - Present
Keller Chiropractic August 2008 - September 2009
Healers Green Chiropractic Studios August 2005 - September 2009
· Private Practice July 2005 - February 2006
University of Bridgeport College of Chiropractic 2001 - 2005
CIBC World Markets 1999 - 2000
Sanford C. Bernstein 1990 - 1997
Ladies Workout Express January 1989 - January 1990
Skills
Writer, Teacher, Natural Health, Personal Development, Chiropractic, Pain Management, Wellness, Headaches, Meditation, Fitness, Myofascial Release, Nutrition, Relaxation, Alternative Medicine, Kinesiology, Craniosacral Therapy, Nutritional Counseling, Supplements, Lifestyle, Pregnancy, Chronic Illness, Treatment, Wellbeing, Acupuncture, Holistic Health, Back Pain, Wellness Coaching, Podcasting, Healing, Public Speaking, Stress Management, Lifestyle Coaching, Prevention, Injury Prevention, Sports Injuries, Chronic Pain
Education
University of Bridgeport 2001 — 2005
D.C., Chiropractic
Bowling Green State University 1988 — 1989
Masters of Fine Arts, Creative Writing, Poetry
University of North Carolina at Wilmington 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General, 3.8
Fried Frank June 2011 - Present
Thomson Reuters September 2010 - June 2011
SDNY, Honorable Loretta A. Preska August 2009 - December 2009
Fried Frank May 2009 - July 2009
Sanford C. Bernstein March 2005 - August 2007
UBS Investment Bank October 2004 - March 2005
National Archives II College Park MD July 2003 - August 2004
Library of Congress August 2002 - July 2003
Skills
Intellectual Property, Legal Research, Legal Writing, Corporate Law, Trademarks, Copyright Law, Licensing, Westlaw, Patents, Mergers & Acquisitions, Due Diligence, Legal Advice
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
JD, Law
The George Washington University 1998 — 2002
BA, English, Psychology
Essex County, New Jersey 2011 - Present
Sanford C. Bernstein January 2001 - July 2011
Sanford C. Bernstein January 2000 - January 2001
Sanford C. Bernstein January 1998 - January 2000
Skills
Operations Management, Project Management, Sourcing & Procurement, Competitive Analysis, Financial Modeling, Process Improvement, Leadership
Education
Hunter College 1996 — 2004
BA, Psychology
Dynamic Logic April 2012 - Present
NetCom Information Technology March 2010 - Present
Priganim January 2009 - Present
Alliance Bernstein 2002 - 2008
Sanford C. Bernstein 1997 - 2002
Davis Polk and Wardwell 1988 - 1997
Merrill Lynch 1983 - 1988
New York Blood Center 1979 - 1983
Skills
Web Development, HTML5, Web Components, JavaScript, AJAX, jQuery, React.js, AngularJS, PHP, SQL, Neo4j, Cypher, Unix, Perl, Agile Methodologies, Vendor Management, SDLC, Web Applications
Education
Bar-Ilan University 1972 — 1975
BS, Physics
Technion - Israel Institute of Technology 1971 — 1972
Math, Physics
National Radio Institute 1969 — 1971
2nd Class RadioTelephone Operator Licence, Complete Communications
Sanford C. Bernstein January 2005 - Present
1st Avenue Capital LLC May 2004 - December 2007
McCall Springer LLC May 2004 - January 2005
dock3 March 2000 - March 2004
McKinsey & Company August 1993 - December 1998
Skills
E-commerce, Series 7, Series 63, Equity Research, Industry Analysis, Financial Modeling, Management Consulting, Entrepreneurship, Business Development, Hedge Funds, Valuation, Energy, Competitive Analysis, Equities, Business Strategy, Start-ups, Strategy, Mergers & Acquisitions, Management, Equity Valuation, Portfolio Management, Published Author, Financial Services, Bloomberg, Emerging Markets, Private Equity, Corporate Development, Asset Management, Investment Management, Investment Banking, Capital Markets, Investments, Due Diligence, Financial Analysis
Education
Caltech 1988 — 1993
Ph.D., Electrical Engineering
University College Dublin 1982 — 1986
Bachelor of Engineering, Electronic engineering
A+E Networks October 2014 - Present
Amplify Releasing January 2014 - October 2014
NYU Stern School of Business August 2012 - May 2014
Cinetic Media September 2013 - December 2013
IFC Films April 2013 - September 2013
Film Presence February 2013 - August 2013
The Dentsu Network April 2011 - July 2012
Sanford C. Bernstein August 2009 - March 2010
John Hancock July 2007 - July 2009
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Entertainment, Media & Tech / Finance
Boston University 2003 — 2007
BA, Int'l Relations, Economics, 3.98
Morgan Stanley June 2013 - Present
SANFORD C. BERNSTEIN LLC/ALLIANCE CAPITAL June 2004 - July 2012
Alliance Bernstein LLC June 2004 - June 2012
AllianceBernstein LLC June 2000 - June 2004
SANFORD C. BERNSTEIN LLC/ ALLIANCE CAPITAL January 2000 - January 2004
SANFORD C. BERNSTEIN & CO January 1990 - January 2000
Sanford C. Bernstein November 1990 - June 1999
Skills
Microsoft Word, Wordperfect, Microsoft Office, Microsoft Excel, BTS, Gloss, Equities, Trading, Options, Middle Office, Financial Services, Corporate Actions, Securities, Bonds, Settlement, Fixed Income, Derivatives, Bloomberg, Back Office, Hedge Funds, Banking, Prime Brokerage
Education
Brooklyn College 1986 — 1990
Bachelor of Applied Science (BASc), Business/Managerial Economics
Brooklyn College
Bachelor of Science, Business Management and Finance
Spencer Stuart September 2013 - Present
CTPartners April 2010 - September 2013
Spencer Stuart January 2006 - April 2010
CremaLita 2002 - 2006
Easton Hunt Capital Partners 1999 - 2001
Sanford C. Bernstein 1997 - 1998
MD Sass 1996 - 1997
Skills
Asset Managment, Hedge Funds, Private Equity, Portfolio Management, Equity Research, Risk Management, Financial Services, Recruiting, Entrepreneurship, Capital Markets, Equities, Fixed Income, Investment Banking, Alternative Investments, Investments, Financial Analysis, Real Estate, Venture Capital, Valuation, Mergers & Acquisitions, Asset Management, Investment Management, Corporate Finance, Financial Modeling, Wealth Management, Emerging Markets, Executive Search, Bloomberg, Financial Markets, Trading, Securities, Finance, Management, Mutual Funds, Derivatives, Investment Strategies, Asset Allocation, Investment Advisory, Restructuring, Due Diligence, Strategic Financial..., Investor Relations, Executive Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Colgate University 1991 — 1995
BA, Psychology
Voya Financial, Inc. (formerly ING U.S.) February 2012 - Present
Jefferies & Co., Inc. August 2007 - February 2012
Freeman & Co. 2006 - 2006
Thomson Reuters (formerly Thomson Financial and The Carson Group) October 2000 - July 2005
Sanford C. Bernstein October 1999 - September 2000
Samsung Electronics America August 1998 - September 1999
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Equities, Equity Research, Corporate Development, Mergers, Due Diligence, Capital Markets, Emerging Markets, Venture Capital, Hedge Funds, LBO, Mergers & Acquisitions, Fixed Income, Bloomberg, Finance, M&A experience, Leveraged Finance, Restructuring, Strategy, Business Valuation, Investor Relations, High Yield, Alternative Investments, Equity Valuation, DCF, Portfolio Management, Financial Structuring, Investments, IPO, Divestitures, Acquisitions, Financial Services, Financial Analysis, Management, Business Strategy, Securities
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
Columbia University in the City of New York 1994 — 1998
Bachelor of Science (B.S.), Operations Research
Mannoia Household Deaconess
Redeemer Presbyterian Church NYC July 2007 - August 2008
Aon Benfield April 2005 - March 2007
DebtTraders March 2004 - October 2004
Bear Stearns May 2002 - August 2002
Morgan Stanley May 1999 - July 2001
Sanford C. Bernstein August 1998 - April 1999
Cadwalader Wickersham and Taft May 1997 - July 1998
Skills
Capital Markets, Investments, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA
Boston University 1993 — 1997
BA, Philosophy
Van Nuys High School - Math/Science Magnet 1990 — 1993
HS Diploma
Quantitative Management Associates LLC October 2014 - Present
Lord, Abbett & Co. LLC April 2002 - September 2014
Deutsche Asset Management February 2000 - March 2002
Sanford C. Bernstein October 1998 - February 2000
NEPC, LLC June 1995 - October 1998
Education
Babson College
CAM, Investments and Securities
Salem State College
Master of Business Administration (MBA)
Westminster College (PA)
Bachelor's degree
PNC March 2015 - Present
PNC September 2012 - Present
PNC November 2011 - September 2012
PNC Financial Services November 2010 - November 2011
Allegheny Energy, Inc March 2010 - November 2010
Allegheny Energy June 2007 - March 2010
Allegheny Energy June 2003 - June 2007
FPL July 2002 - June 2003
Sanford C. Bernstein August 1998 - May 2000
Skills
Risk Management, Portfolio Management, Valuation, Forecasting, Financial Risk, Credit Risk, Mergers & Acquisitions, Finance, Analysis, Cross-functional Team..., Options, Credit, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MBA, Finance, Strategy, Quantitative Analysis
Haverford College 1994 — 1998
Bachelor of Arts, Economics
Ellis 1990 — 1994
Highland Capital Management, L.P. September 2012 - Present
Janus Capital Group April 2008 - September 2012
AllianceBernstein May 2004 - April 2008
AllianceBernstein Investment Research & Management March 2001 - May 2004
Sanford C. Bernstein July 1999 - February 2001
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Managment, Separately Managed..., Investments, Wealth Management, Asset Allocation, ETFs, Asset Management, Business Development, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Relationship Management, Retirement Planning, Securities
Education
College of the Holy Cross 1995 — 1999
Bachelor of Arts (B.A.), History
Newark Academy 1991 — 1995
High School
IBM June 2013 - Present
IBM Global Business Services February 2006 - May 2013
Segaric Coaching/The Career Changer Company March 2008 - September 2009
HSBC September 2004 - February 2006
Team in Training - Leukemia & Lymphoma Society January 2004 - June 2004
GroupM (a WPP Company) October 2002 - March 2004
BearingPoint Consulting 2004 - 2004
J. Walter Thompson (a WPP Company) November 2000 - September 2002
Sanford C. Bernstein July 1997 - November 2000
Skills
Executive Recruiting, Talent Management, Recruiting, Employee Relations, Talent Acquisition, Technical Recruiting, Career Counseling, Interviews, Resume Writing, CRM, Consulting, HR Policies, Performance Management, Coaching, Management, Career Development, Professional Services, HR Consulting, Job Search, Interview Preparation, Salary Negotiation, Career Development..., Interviewing, Selection Process, Cover Letters, Full-cycle Recruiting, Career Management, Career Transitioning, Trusted Advisor, Trusted Business Partner, Career Strategist, Life Coaching, Brassring, Benefits Negotiation, Talent Ac
Education
Colgate University
Bachelor of Arts (BA)
New York University
Wilmington Friends School
Goldman Sachs August 2000 - Present
Sanford C. Bernstein 1996 - 1998
Vogue 1995 - 1996
Skills
Hedge Funds, Private Equity, Equities, Fixed Income, Investments, Portfolio Management, Financial Analysis, Investment Banking
Education
Columbia University - Columbia Business School 1999 — 2000
Master of Business Administration (MBA), Finance, General
University of Michigan 1989 — 1993
Master of Fine Arts (MFA)
Capital One March 2014 - Present
McManus & Miles January 2014 - March 2014
McManus & Miles June 2000 - December 2013
Sanford C. Bernstein October 1998 - October 1999
Skills
Financial Modeling, Project Finance, Mergers & Acquisitions, Valuation, Private Equity, Structured Finance, Investment Banking, Financial Structuring, Emerging Markets, Investments
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Finance
Eastern Horizon Group February 2014 - Present
Kidd & Company January 2013 - February 2014
Cornell University May 2011 - May 2012
Sanford C. Bernstein 2011 - 2011
Fay and Fay 2008 - 2011
Morgan Stanley February 2007 - 2008
BNP Paribas 2004 - 2006
Skills
Financial Modeling, Valuation, Equities, Private Equity, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Investments, Asset Managment, Emerging Markets, Corporate Finance, Due Diligence, Alternative Investments, Equity Research, Venture Capital
Education
Edgemont
University of Oxford 2006 — 2007
Masters, Financial Economics
Cornell University
Master of Business Administration (MBA)
University of Oxford - Said Business School 2006 — 2007
Master of Science (MSc), Financial Economics
Carnegie Mellon University 1999 — 2003
Bachelor of Science (BS), Economics
Surveyor Capital / Citadel May 2014 - Present
HealthCor Management 2004 - March 2014
Warburg Pincus 2002 - 2004
Wasserstein Perella 2000 - 2002
Sanford C. Bernstein 1998 - 2000
Harvard Medical School 1996 - 1998
Skills
Venture Capital, Valuation, Healthcare, Equities, Private Equity
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Brown Medical School 1988 — 1991
MD, Biology
Brown University 1984 — 1988
AB, Biology/Biological Sciences, General
AllianceBernstein 1999 - Present
Sanford C. Bernstein 1999 - Present
Education
City University of New York-Brooklyn College 1980 — 1984
bs
Pace University
MBA, finance
Bay Bridge Capital 2007 - Present
Cogent Communications 2006 - Present
Lehman Brothers 1996 - 2006
Sanford C. Bernstein 1992 - 1996
MCI 1989 - 1992
Skills
Equities, Hedge Funds, Capital Markets, Alternative Investments, Investments, Valuation, Private Equity, Asset Managment, Investment Banking, Venture Capital, Fixed Income, Financial Modeling, Portfolio Management, Corporate Development, Trading
Education
Columbia Business School 1986 — 1988
M.B.A., Finance
University of Michigan 1980 — 1984
B.S., Chemical Engineering
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney April 2003 - Present
Sanford C. Bernstein June 1999 - March 2003
Skills
Series 7, Investments, Estate Planning, Strategic Financial..., Portfolio Management, Investment Strategies, Mutual Funds, Alternative Investments, Finance, Asset Management, Asset Allocation, Retirement Planning, Securities, Wealth Management, Investment Management, Investment Advisory, Retirement, Series 63
Education
Boston University 1994 — 1996
MS, Business
Villanova University 1988 — 1992
AB Bernstein September 2015 - Present
KeyBanc Capital Markets April 2012 - September 2015
AllianceBernstein October 2009 - April 2012
AllianceBernstein March 2009 - October 2009
Sanford C. Bernstein March 2007 - March 2009
Sanford C. Bernstein March 2007 - September 2008
Credit Suisse March 2004 - September 2006
Credit Suisse First Boston 1999 - 2006
Credit Suisse December 2000 - March 2004
Credit Suisse July 1999 - December 2000
Skills
Equities, Portfolio Management, Equity Research, Hedge Funds, Capital Markets, Valuation, Investment Banking, Financial Modeling, Bloomberg, Investments, Fixed Income, Alternative Investments, Asset Management, Financial Analysis, Due Diligence, Series 7, Mergers & Acquisitions, Securities, Investment Management, Corporate Finance, Derivatives
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Washington and Lee University 1995 — 1999
BA
Sanford C. Bernstein July 2013 - Present
Nomura August 2009 - May 2013
Lehman Brothers November 2000 - September 2008
Credit Suisse First Boston October 1999 - September 2000
Mitchell Madison Group September 1997 - August 1999
Skills
Capital Markets, Fixed Income, Information Technology, Business Strategy, Sales Operations, Technology Management, Data Management, Technology Product...
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, General Mgmt, Finance
Dartmouth College 1984 — 1988
Capco January 2013 - Present
Morgan Stanley May 2008 - January 2013
UBS Investment Bank April 2007 - May 2008
Accenture October 2000 - April 2007
Sanford C. Bernstein May 1998 - October 2000
Education
State University of New York at Binghamton
Citi July 2006 - March 2009
Legg Mason 2005 - 2006
Salomon Smith Barney/Citi 1998 - 2005
Sanford C. Bernstein 1997 - 1998
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MS, Finance
University of Iowa 1993 — 1996
BBA, Finance
BNP Paribas AssociateJP MorganSeptember 1997 - July 2000
Sanford C. Bernstein May 1995 - September 1997
Skills
Capital Markets, Equities, Derivatives, Fixed Income, Equity Derivatives
Education
Binghamton University
Income Research + Management June 2015 - Present
GMO October 2007 - June 2015
NEPC January 2001 - May 2007
Sanford C. Bernstein September 1998 - December 2000
University of Massachusetts Amherst June 1997 - June 1998
Skills
Asset Management, Alternative Investments, Fixed Income, Investment Management, Valuation, Financial Modeling, Asset Allocation, Investments, Portfolio Management, Capital Markets, Due Diligence, Risk Management, Analysis, Project Management, Management, Business Development, Strategic Planning
Education
Amherst College 1993 — 1997
Bachelors, Psychology
ZEDGE May 2011 - Present
Fabrix Systems (sold to Ericsson) 2007 - May 2011
Net2Phone 1999 - 2007
IDT 1995 - 1999
Sanford C. Bernstein 1992 - 1993
Skills
Business Development, Strategy, Product Management, Account Management, Telecommunications, Start-ups, Finance, Marketing, Mobile Devices, Internet TV, IPTV, Sales, Advertising, VoIP, Business Strategy, Enterprise Software, Program Management, Digital Strategy, Strategic Partnerships, E-commerce, Product Marketing, Venture Capital, CRM, Networking, SaaS, Product Development, VOD, Go-to-market Strategy, Leadership, Analytics, Entrepreneurship
Education
Columbia University - School of Engineering and Applied Science 1984 — 1993
M.Sc. / B.Sc., Operations Research
Columbia Engineering 1984 — 1991
BS and MS, Operations Research
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
Lincoln Land Services LLC August 2015 - Present
Title Associates March 2011 - July 2015
Dow Jones October 2007 - June 2010
Sanford C. Bernstein September 2004 - June 2007
IntraLinks January 2003 - July 2004
NewsEdge 1989 - 2000
Skills
Business Development, Financial Services, Product Management, Competitive Analysis, IPO, Start-ups, Strategy, Product Marketing, New Business Development, Account Management, Sales Management, Mergers, Private Equity, Capital Markets, Sales, Executive Management, Strategic Partnerships, Enterprise Software, E-commerce, SaaS, Brand Development, CRM, Digital Strategy
Education
Bowdoin College 1985 — 1989
Bachelor of Arts (B.A.), Sociology, Women's Studies
Bowdoin College 1985 — 1989
Bachelor of Arts (BA), Sociology
Brooke Moorhead Design, LLC March 2013 - Present
Lucinda Lester Design June 2008 - March 2013
Gomez Associates March 2007 - August 2007
Sanford C. Bernstein July 2005 - July 2006
Wachtell, Lipton, Rosen & Katz August 2003 - May 2005
Skills
Project Management, Residential Design, Space Planning, Furniture & Fabric..., AutoCAD, Architectural Design, Materials Selection &..., Cabinetry Design, Finishes selection, Lighting Design, Kitchen & Bath Design, Commercial Design, Floor Plans, Furniture, Space-planning
Education
New York School of Interior Design 2006 — 2008
AAS, Interior Design
Brown University 2000 — 2003
Bachelor of Arts, Comparative Literature
The Thacher School 1995 — 1999
9-12
Goldman Sachs Asset Management September 2012 - Present
Sanford C. Bernstein February 2010 - September 2012
Overseas Private Investment Corporation May 2009 - February 2010
Skills
Quantitative Investing, Bloomberg, Equity Research, Product Management, Equities, Quantitative Finance, Capital Markets, Hedge Funds, Equity Valuation, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2009
MS, Computational Finance
Yeshiva University 2005 — 2008
BA, Mathematics
Grifols (formally Talecris) June 2011 - Present
Talecris Biotherapeutics January 2010 - May 2011
Talecris Biotherapeutics December 2008 - January 2010
Credit Suisse Group January 2004 - February 2008
Alliance Capital Management October 2000 - January 2004
Sanford C. Bernstein March 1999 - October 2000
Skills
Long-term strategic..., Financial modeling and..., Scenario planning, Budgeting & forecasting, Management reporting &..., P/L analysis and..., Internal control &...
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
L. Roy Papp & Associates 2004 - Present
IBM 2002 - 2004
Sanford C. Bernstein 1999 - 2000
Neuberger Berman 1997 - 1999
Skills
Finance, Portfolio Management, Management, Equities, Financial Analysis, Investments, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments
Education
Arizona State University - W. P. Carey School of Business 2000 — 2002
MBA, Financial Management & Markets
Villanova University 1992 — 1996
BS, Accounting
Geller & Company February 2009 - Present
Mitsui & Co. (USA) April 2007 - February 2009
Sithe Global Management, Inc. August 2006 - April 2007
Guy Carpenter July 2001 - September 2006
American Express April 2000 - July 2001
Neuberger Berman April 1998 - February 2000
Sanford C. Bernstein March 1997 - June 1998
Skills
Financial Reporting, Accounting, General Ledger, Variance Analysis, SOX, Consolidation, Corporate Finance, Excel, Internal Controls, Financial Accounting, Reconciliation, Quickbooks, Invoicing, Compliance, Microsoft Office, PowerPoint, SAP, Word, Accounts Payable, Analysis, Customer Service, Inventory Management, Problem Solving, Due Diligence, Accounts Receivable, Financial Analysis, Account Reconciliation, Sarbanes-Oxley Act, Finance, Software Documentation, Financial Statements, Hyperion Enterprise, Microsoft Excel, Microsoft Word, QuickBooks, Hyperion
Education
Pace University - Lubin School of Business 2001 — 2005
MBA, Finance
Boston College 1992 — 1996
BS, Accounting and Finance
Forest Hills High School 1989 — 1992
RBC Capital Markets June 2014 - Present
RBC Capital Markets June 2009 - Present
Sanford C. Bernstein May 2008 - August 2008
Lehman Brothers July 2002 - August 2007
Skills
Investment Banking, Talent Acquisition, Recruiting, Financial Modeling, College Recruiting, Valuation, Capital Markets, Equities, Talent Management, Management
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
Emory University 1998 — 2002
BBA, Finance
Allianz Global Investors August 2015 - Present
J.P. Morgan June 2014 - August 2014
Causeway Capital Management LLC May 2014 - June 2014
Deloitte June 2011 - July 2013
Sanford C. Bernstein June 2010 - June 2011
Barclays June 2010 - August 2010
Lehman Brothers June 2009 - August 2009
Skills
Equity Research, Financial Modeling, Valuation, Market Research, Bloomberg, Equities, Economics, Business Planning, Capital Markets, Financial Analysis, Corporate Finance, Due Diligence
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Program
American School In Japan
High school diploma
Harvard University
A.B. with honors, Economics and Statistics
Marvel Entertainment May 2003 - Present
New York City Comic Book Museum 1999 - 2004
Sanford C. Bernstein 1998 - 2003
Skills
Publishing, Books, Promotions, Marketing Strategy, E-commerce, Strategic Planning, Product Development, Digital Media, Entertainment, Licensing, International Sales, Content Development, Content Strategy, Content Management
Education
Marymount Manhattan College 1998 — 2000
Certificate, Arts administration
Boston College 1984 — 1998
Bachelor of Arts, English/Writing
American Musical and Dramatic Academy 1989 — 1991
Certificate, Musical Theater Performance
SJ Health Insurance Advocates August 2014 - Present
Abner, Herrman & Brock LLC August 1999 - August 2007
FIMAT USA, INC December 1997 - August 1999
Sanford C. Bernstein August 1996 - December 1997
Skills
Fixed Income, Asset Management, Trading, Microsoft Excel, Research, Securities, Equities, Compliance, Superior Client Service
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
Master of Business Administration (MBA), Finance, General
Binghamton University 1992 — 1996
BS, Economics
Tools4ever Identity & Access Management March 2014 - Present
Deutsche Bank April 2013 - March 2014
Park Avenue Securities June 2010 - April 2013
Accumedic Computer Systems Inc. June 2009 - June 2010
RBC Capital Markets March 2007 - June 2009
Reuters 2005 - 2006
Complinet 2004 - 2005
Spear Leeds & Kellog April 2003 - October 2003
royalblue financial corporation April 2001 - October 2002
Sanford C. Bernstein 2000 - 2001
Skills
Unix, Fidessa, Electronic Trading, Market Data, Trading Systems, Vendor Management, Trading, Sybase, SDLC, Risk Management, Production Support, Networking, Exchange Connectivity, Equity Trading, Options, Low Latency, Prime Brokerage, Financial Markets, Business Analysis, Equities
Education
John Jay College of Criminal Justice 1992 — 1996
Computer Science
Goldman Sachs Asset Management September 2013 - Present
TIAA-CREF July 2002 - August 2013
Merrill Lynch June 2000 - June 2002
Sanford C. Bernstein July 1999 - June 2000
PwC July 1989 - June 1999
Skills
Equities, Equity Research, Hedge Funds, Investments, Asset Management, Securities, Valuation, Bloomberg, Portfolio Management, Investment Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
University of Virginia 1985 — 1989
BS in Commerce, Accounting
West Road Capital August 2012 - April 2015
Elm Ridge Capital Managment October 2005 - April 2012
Longbow Capital Partners LP January 2004 - April 2005
Sanford C. Bernstein September 2000 - December 2003
Citigroup Asset Management March 1999 - August 2000
Goldman Sachs December 1989 - December 1998
Skills
Hedge Funds, Private Equity
Education
Brown University 1983 — 1988
Bachelor of Arts (BA), Mathematics and Economics
PGBA LLC September 2013 - Present
PGBA LLC July 2012 - September 2013
Aflac March 2011 - August 2012
AllianceBernstein 2001 - 2008
alliance 1999 - 2008
Sanford C. Bernstein 1987 - 2000
Skills
Vendor Management, Management, Databases, SDLC, Project Management, Disaster Recovery, Business Analysis, Process Improvement, SharePoint, Budgets, Leadership, Risk Management, Data Center, IT Strategy, Information Technology, Infrastructure
Education
City University of New York City College
pre-Engineering
John Bowne H.S.
Regents Diploma
New York University 2012 - Present
The You Business April 2007 - Present
The You Business March 2007 - Present
Bernstein Investment Research and Management 2004 - 2006
Sanford C. Bernstein 2001 - 2004
NBCUniversal, Inc. 1998 - 2001
NBCUniversal, Inc. 1998 - 2000
General Electric 1997 - 2000
Skills
Entrepreneurship, Venture Capital, Private Equity, Start-ups, Corporate Development, Hedge Funds, Emerging Markets, Investments, Equities, Strategic Partnerships, Alternative Investments, Mergers, Strategy, Due Diligence, Asset Managment, Digital Media, Mergers & Acquisitions, Business Development, Asset Management, Management, Business Strategy, Leadership, Strategic Planning, Consulting, Management Consulting
Education
Harvard Business School 1996 — 1998
MBA
Brown University
BA, Psychology
Harvard University Graduate School of Education
EdM, Psychology & Human Development
The Noble and Greenough School
Baron Capital July 2006 - April 2008
Sanford C. Bernstein September 2004 - May 2006
Education
Arizona State University 2000 — 2004
BS in Finance, Business
Sterling National Bank (formerly Provident Bank New York) February 2013 - Present
Citi Group April 2011 - February 2013
BNP Paribas Fortis June 2010 - April 2011
Fortis September 2006 - June 2010
Fortis February 2004 - September 2006
Estee Lauder March 2001 - February 2004
Danske Bank December 1998 - March 2001
Sanford C. Bernstein 1998 - 1998
Coutts Bank 1993 - 1998
Skills
Data Governance, Data Quality, Data Management, Master Data Management, Business Intelligence, Data Standards, Data Stewardship, Data Profiling, Data Warehouse..., Data Analysis, Metadata Management, Business Analytics, Basel III, Basel II, Agile Project Management, Leading Change, Cognos, Essbase, Business Objects, Data Integration, ETL, Product Control, Information Management, OLAP, US GAAP, IFRS, Analytics, Internal Audit, Data Architecture, Financial Analysis, Hyperion Enterprise, Oracle, Data Modeling, Financial Risk, Business Analysis, Data Warehousing, Change Management, Enterprise Architecture, SDLC, Hyperion, Dashboard, Banking, Management, Analysis
Education
Queens College 1990 — 1993
Accounting
Baruch College, City University of New York (CUNY) 1988 — 1990
Archbishop Molloy 1984 — 1988
Momofuku June 2013 - 2015
Oved & Oved LLP 2010 - 2012
Sanford C. Bernstein 2006 - 2007
Sumitomo Mitsui Banking Corporation 2004 - 2006
Skills
JavaScript, Python, Legal Research, Finance, Capital Markets, Valuation, Financial Analysis, Management, Derivatives, Mutual Funds, Microsoft Office, Copyright Law, Litigation, Negotiation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
Doctor of Law (JD), Law
Baruch College, City University of New York (CUNY) 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Sidoti & Co. 2007 - Present
Sanford C. Bernstein 1998 - 2000
Skills
Equity Research, Equity Valuation, Financial Modeling, Investments, Equities, Series 7, Valuation, Bloomberg, Series 63, Series 86, Series 87, Financial Analysis, Securities, Excel, Word, Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
Juris Doctor (J.D.)
Indiana University Bloomington 1992 — 1998
BS, Finance
American Portfolios January 2015 - Present
Greater Nassau Chorus May 2010 - Present
American Portfolios January 2014 - December 2014
American Portfolios September 2012 - January 2014
Orkal Industries LLC November 2009 - September 2012
Huntington Beach Community Association May 1987 - May 1994
Sanford C. Bernstein June 1982 - December 1986
Skills
Project Management, Budgets, Change Management, Event Planning, Microsoft Office, Team Building, Microsoft Excel, PowerPoint, Management, Marketing, Sales, Salesforce.com, Program Management, Social Media, Project Planning, Public Relations, Leadership
Education
State University of New York at Binghamton 1978 — 1980
Bachelor of Arts, Economics
State University of New York College at Oneonta 1976 — 1978
Bachelor of Arts, Economics
High Ridge Investments November 2008 - Present
AllianceBernstein October 1988 - November 2008
Sanford C. Bernstein 1988 - 2008
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management
Education
Clarkson University 1987 — 1988
MBA, Finance
State University of New York College at Oneonta 1983 — 1987
BS, Business/Economics
Sanford C. Bernstein 2000 - 2004
Booz Allen Hamilton 1998 - 2000
Skills
Equities, Leadership, Strategy
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Georgetown University
Bachelor of Arts (B.A.)
Guggenheim Partners May 2010 - Present
JPMorgan July 2008 - April 2010
Bear Stearns 2002 - 2008
Sanford C. Bernstein September 1996 - July 2000
Skills
Capital Markets, Hedge Funds, Due Diligence, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania 1991 — 1995
BA, Economics
Jefferies & Company February 2013 - Present
Morgan Stanley July 2011 - January 2013
Sanford C. Bernstein March 2008 - July 2011
Bank of America January 2007 - February 2008
Merrill Lynch June 2001 - January 2005
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance, General
Columbia University in the City of New York 1998 — 2001
BA, Economics
Sanford C. Bernstein December 2014 - Present
Sanford C. Bernstein March 2010 - December 2014
Sanford C. Bernstein August 2006 - August 2010
ITG May 2000 - August 2006
Brown Brothers Harriman October 1998 - May 2000
Skills
Trading, Equities, Series 63, Electronic Trading, Series 7, Risk Management, Trading Strategies, Strategy, Equity Trading, Portfolio Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 2002 — 2006
MBA, Finance
Bentley University 1993 — 1997
B.S., Marketing
AllianceBernstein 2014 - Present
Asian Century Quest Capital 2013 - 2013
Sanford C. Bernstein 2010 - 2013
Bear Stearns / JPMorgan Chase 2007 - 2008
Barclays Capital 2005 - 2007
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Mount Holyoke College 2002 — 2005
BA, Magna Cum Laude, Economics & Statistics
Nanjing Foreign Language School
Wesleyan College
Columbia Business School January 2013 - Present
Kiron Advisors April 2006 - Present
Perennial Investors December 2003 - April 2006
Hummingbird Value Funds January 2003 - December 2003
Neuberger Berman May 2001 - April 2002
Sanford C. Bernstein December 1996 - May 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance, General
Tulane University - A.B. Freeman School of Business 1992 — 1996
BSM, Finance, General
Gottex Fund Management February 2014 - Present
PineBridge Investments September 2002 - December 2013
Sanford C. Bernstein May 2001 - September 2002
Putnam Investments January 2000 - June 2000
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Emerging Markets, Portfolio Management, Risk Management, Investments, Asset Management, Securities, Fixed Income, Equities
Education
Brigham Young University 1995 — 2001
Bachelor of Science (B.S.), International Finance
Russo Partners, LLC January 2014 - Present
Russo Partners, LLC September 2011 - December 2013
Russo Partners, LLC. January 2011 - September 2011
Russo Partners, LLC January 2010 - January 2011
Russo Partners, LLC June 2008 - December 2009
Guardian Life Insurance January 2002 - March 2006
Evergreen Asset Management January 1997 - January 2002
Sanford C. Bernstein April 1995 - September 1996
Soundview Financial April 1994 - December 1994
Prudential Securities July 1992 - April 1993
Skills
Corporate Communications, Healthcare, Molecular Biology, Biotechnology, Portfolio Management, Marketing Strategy, Equities, Oncology, Lifesciences, Public Relations, Pharmaceutical Industry, Strategy, Investor Relations, Life Sciences, Research
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
Cornell University 1980 — 1986
Ph.D., Neurobiology and Behavior
Iowa State University 1978 — 1980
M.S., Zoology, Neurobiology
University of Massachusetts, Amherst 1974 — 1978
B.S., Zoology
Merrill Lynch Private Bank Investment Group June 2015 - Present
Wealth and Investment Management at Barclays June 2012 - June 2015
JP Morgan Private Bank 2007 - June 2012
J.P. Morgan 2007 - June 2012
Sanford C. Bernstein 2003 - 2007
Education
Bentley University 1990 — 1994
Economics & Finance
Avon Old Farms
JPMorgan January 2012 - Present
JPMorgan Chase 2000 - 2010
Sanford C. Bernstein January 2000 - June 2001
Education
Boston College 1994 — 1998
BS, Economics
Morgan Stanley September 2009 - Present
Sanford C. Bernstein June 2008 - September 2009
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finace and Accounting
Duke University 1996 — 2001
BS, Economics and Computer Science
HSBC June 2014 - Present
Barclays Investment Bank September 2013 - June 2014
Goldman Sachs March 2011 - September 2013
Morgan Stanley September 2007 - November 2010
GFI Group 2005 - 2007
J.L. Berkowitz LP May 2006 - September 2006
Sanford C. Bernstein 2003 - 2005
Skills
Equities, Trading, Currency, Options, Portfolio Management, Middle Office, Prime Brokerage, FX Options, Risk Management, Securities, Microsoft Excel, Hedge Funds, Series 7, Investments, Business Analysis, Bloomberg, Asset Management, FX, Settlements, Financial Analysis, Back Office, Trading Systems, Risk, Equity Trading, Swaps, Excel, Due Diligence, Financial Markets, Emerging Markets, Compliance, Customer Relations, Process Engineering, Bonds, Derivatives, Management, Project Management, Operations Management, Operating Systems, Process Scheduler, Financial Risk, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Finance
Providence College 1998 — 2002
BS, Finance
Evercore Trust Company, N.A. 2013 - Present
Evercore Partners 1997 - Present
Columbia Business School January 2013 - June 2013
Sanford C. Bernstein 1995 - 1997
McKinsey & Company 1993 - 1995
Skills
Private Equity, Corporate Development, Strategy, Investment Banking, Portfolio Management, Joint Ventures, Acquisitions, Investment Management, Valuation, LBO, Capital Markets, Hedge Funds, Financial Modeling, Finance, Investments, Equity Research, Emerging Markets, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Princeton University 1984 — 1988
AB, Woodrow Wilson School of Public and International Affairs
Sidwell Friends School
Aquitaine Management 2013 - 2014
UBS Wealth Management January 2010 - December 2012
UBS Wealth Management January 2010 - December 2012
UBS August 2008 - December 2009
Bear Stearns October 2000 - June 2008
Sanford C. Bernstein October 1999 - October 2000
Cleary Gottlieb August 1993 - October 1999
Skills
Portfolio Management, Wealth Management..., Financial Services, Securities, Equities, Hedge Funds, Capital Markets, Fixed Income, Series 7, Investments, Derivatives, Investment Banking, Alternative Investments, Private Equity, Asset Managment, FINRA, Financial Modeling, Valuation, Due Diligence
Education
Harvard Law School 1990 — 2003
JD, Law
University of Paris I: Panthéon-Sorbonne 1994 — 1995
DEA, Droit Fiscal Internationale (International Tax Law)
Brown University 1987 — 1990
BA, Philosophy
Phillips Academy, Andover 1984 — 1985
High School Diploma
UBS May 2014 - Present
Morgan Stanley August 2012 - June 2014
Sanford C. Bernstein July 2010 - August 2012
NYSE June 2009 - July 2010
Skills
Equities, Securities, Derivatives, Trading, Compliance, Options, FINRA, Hedge Funds, Due Diligence, Securities Regulation, Investments, Capital Markets, Equity Derivatives, Financial Services
Education
Brooklyn Law School 2007 — 2009
J.D.
The University of Connecticut 2001 — 2005
B.A., Political Science, History
Institute of International Finance, Inc., Washington DC, USA 2006 - June 2012
American University June 2002 - May 2005
Deutsche Bank 1999 - 2002
Sanford C. Bernstein 1998 - 1999
Korea University 1996 - 1997
Skills
Emerging Markets, Investments, International Relations, Strategic Planning, Research, New Business Development, Marketing Communications, Microsoft Office, PowerPoint, Public Speaking
Education
American University 2002 — 2005
Master of Arts (M.A.), International Business/Trade/Commerce
University of California, Davis 1991 — 1996
Bachelor of Arts (B.A.), History
Sanford C. Bernstein November 2011 - Present
Sanford C. Bernstein February 2003 - November 2011
BNP Paribas April 2001 - April 2003
JP Morgan February 2000 - April 2001
Skills
Trading Systems, C++, Solaris, Programming, .NET, Unix, SQL, Linux, VBA, Java, Perl, STL, SQL Server, C, PHP, Apache, Flextrade, Microsoft SQL Server, Low Latency
Education
Stevens Institute of Technology 1995 — 1997
MS, IT
City University of New York-Brooklyn College 1991 — 1995
BS, IT
Sanford C. Bernstein 2010 - Present
Bridgewater Associates September 2009 - January 2010
Bridgewater Associates June 2008 - August 2008
Skills
Economics, Investments, Research, Hedge Funds, Bloomberg, Alternative Investments, Equities, Investment Management, Valuation, Financial Modeling, Investment Strategies, Equity Research, Asset Management
Education
Brown University 2005 — 2009
B.A., Applied Mathematics-Economics, International Relations
Phillips Exeter Academy 2002 — 2005
Citi August 2008 - Present
Citi Global Wealth Management April 2002 - August 2008
AXA Advisors November 2000 - April 2002
Sanford C. Bernstein June 1997 - November 2000
Skills
Equities, Fixed Income
Education
Brooklyn College 1992 — 1996
Bachelor of Science (B.S.), Mathematics
Sanford C. Bernstein 1985 - 1988
Bankers Trust, New York 1983 - 1985
Skills
Asset Management, Investments, Portfolio Management, Equities, Bloomberg, Alternative Investments, Equity Research, Emerging Markets, Strategic Planning, Grant Writing, Program Development, Nonprofits, Volunteer Management, Public Speaking
Education
Tuck School of Business at Dartmouth 1981 — 1983
MBA
Brown University 1974 — 1978
Bachelor of Arts, International Relations
St. George's School for Girls, Edinburgh, Scotland 1973 — 1974
A- Levels, English Literature
Loomis Chaffee School 1969 — 1973
Cum Laude
Merrill Lynch August 2010 - Present
FTI Consulting February 2007 - March 2010
Citigroup April 2006 - January 2007
UBS March 2004 - March 2006
Morgan Stanley 2002 - 2003
Sanford C. Bernstein February 1993 - February 2002
Education
Columbia Union College 1999 — 2001
Business Administration
Virginia State University 1989 — 1992
Business Administration
Moto Capital Group June 2015 - Present
U.S. Department of State November 2014 - June 2015
Serengeti Asset Management February 2012 - June 2013
Sanford C. Bernstein July 2005 - February 2012
Skills
Hedge Funds, Equities, Equity Research, Valuation, Bloomberg, Capital Markets, Alternative Investments, Asset Managment, Equity Valuation, Financial Modeling, Investments, Fixed Income
Education
Amherst College 2001 — 2005
BA, History
MKM Partners January 2011 - Present
Macquarie Bank June 2008 - December 2010
CRT Capital Group 2004 - 2008
Sanford C. Bernstein 1999 - 2004
Morgan Stanley Smith Barney 1989 - 1992
Skills
Series 7, Special Situations, Series 63, Fixed Income, Hedge Funds, Equity Trading, Equity Research, Bloomberg, Electronic Trading, Convertible Bonds, Capital Markets, Trading Systems, Bonds, Derivatives, Corporate Finance
Education
The University of Western Ontario 1997 — 1999
Master of Business Administration (MBA)
Colgate University 1985 — 1989
BA, Economics
Raymond James Financial Inc. October 2011 - Present
Newton Capital November 2008 - May 2011
Kurt Salmon Associates January 2004 - November 2008
Sanford C. Bernstein March 1999 - February 2002
HSBC Asset Management September 1996 - March 1999
Skills
Financial Modeling, Asset Management, Capital Markets, Equities, Valuation, Investments, Private Equity, Investment Banking, Portfolio Management, Business Strategy, Strategy, Management Consulting, Mergers & Acquisitions, Management, Financial Analysis, Corporate Finance, Emerging Markets, Strategic Planning
Education
Columbia University - School of International and Public Affairs 1993 — 2006
MIA
Columbia University - Columbia Business School 1994 — 1996
MBA
Archegos Capital Management July 2014 - Present
Sanford C. Bernstein July 2012 - June 2014
Sanford C. Bernstein June 2011 - August 2011
Skills
Equities, Financial Analysis, Excel, Financial Modeling, Corporate Finance, Valuation, Equity Research, Microsoft Excel
Education
Harvard Business School 2010 — 2012
Brown University
AB, Economics
Oakwood Smokehouse & Grill 2002 - Present
Sanford C. Bernstein 1999 - 2002
Schering Plough Pharmaceuticals 1995 - 1998
Osbon Medical Systems, Augusta GA 1993 - 1994
Education
Northwestern University - Kellogg School of Management 1998 — 1999
Master of Business Administration (MBA), Finance, General, Organizational Behavioral Management, 3.4
Brown University 1989 — 1993
Bachelor of Arts (BA), American/United States Studies/Civilization, 3.3
Arch Street Communications 2013 - Present
Consultant February 2009 - October 2013
New York Life Insurance Company 2011 - 2013
Reader's Digest 2001 - 2009
Sanford C. Bernstein 1999 - 2000
Skills
Copywriting, corporate..., Corporate Communications, Microsoft Office, Entertainment, Social Media, Project Management, Copywriting, Proposal Writing, Editorial, Strategy, Publishing, Marketing, Books, Editing, Social Networking, Blogging, Content Strategy, Content Development, Copy Editing, Newsletters, Press Releases, Digital Media, Content Management, Strategic Communications, Web Content, Email Marketing, Publicity, Publications, Media Relations, New Media, Internal Communications, Proofreading, Magazines, Marketing Communications, Online Marketing, Social Media Marketing, Digital Strategy, Creative Writing, Digital Marketing, Journalism, Integrated Marketing
Education
Columbia University in the City of New York
Master's degree, English and Comparative Literature
John Jay College of Criminal Justice
Paralegal Certificate, Paralegal Studies.
Kenyon College
Bachelor of Arts (B.A.), English Language and Literature/Letters