Sanford C. Bernstein
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Sanford C. Bernstein Employees
Employee
Years
Job
Industry
Brandi Bailey Brandi Bailey's Sanford C. Bernstein Experience May 1998 - June 2004
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank August 2013 - Present
Morgan Stanley September 2009 - February 2011
UBS Investment Bank July 2007 - September 2009
HSBC Securities June 2004 - April 2007
Sanford C. Bernstein May 1998 - June 2004
Skills
Equities, Series 7, Series 63, Equity Trading, Series 55
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology
Cumberland Regional High School 1989 — 1993
UBS Investment Bank August 2013 - Present
Morgan Stanley September 2009 - February 2011
UBS Investment Bank July 2007 - September 2009
HSBC Securities June 2004 - April 2007
Sanford C. Bernstein May 1998 - June 2004
Skills
Equities, Series 7, Series 63, Equity Trading, Series 55
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology
Cumberland Regional High School 1989 — 1993
Steven Mornelli Steven Mornelli's Sanford C. Bernstein Experience January 2006 - January 2009
Job Partner, Advanced Analytics at Teradata
Industry Information Technology and Services
Experience
Teradata June 2015 - Present
Capgemini Consulting December 2013 - Present
DataSci November 2012 - Present
Data Skeptics January 2013 - Present
Brown Brothers Harriman September 2011 - October 2012
Sanford C. Bernstein January 2006 - January 2009
Analysis Group October 2004 - January 2006
MSC Software May 1996 - January 2004
Skills
Predictive Analytics, Business Intelligence, Data Mining, Analytics, Business Strategy, Economics, Data Analysis, Strategy, Big Data, Statistics, Equities, Quantitative Research, Consulting, Financial Modeling, Leadership, Management Consulting, Statistical Modeling, Entrepreneurship, Business Development, Valuation, Analysis, Predictive Modeling, Segmentation, Management, Executive Management
Education
University of Michigan 2001 — 2004
MBA, Finance
Virginia Polytechnic Institute 1993 — 1994
M.S., Engineering, Science & Mechanics
Rensselaer Polytechnic Institute 1986 — 1990
B.S., Mechanical Engineering
Teradata June 2015 - Present
Capgemini Consulting December 2013 - Present
DataSci November 2012 - Present
Data Skeptics January 2013 - Present
Brown Brothers Harriman September 2011 - October 2012
Sanford C. Bernstein January 2006 - January 2009
Analysis Group October 2004 - January 2006
MSC Software May 1996 - January 2004
Skills
Predictive Analytics, Business Intelligence, Data Mining, Analytics, Business Strategy, Economics, Data Analysis, Strategy, Big Data, Statistics, Equities, Quantitative Research, Consulting, Financial Modeling, Leadership, Management Consulting, Statistical Modeling, Entrepreneurship, Business Development, Valuation, Analysis, Predictive Modeling, Segmentation, Management, Executive Management
Education
University of Michigan 2001 — 2004
MBA, Finance
Virginia Polytechnic Institute 1993 — 1994
M.S., Engineering, Science & Mechanics
Rensselaer Polytechnic Institute 1986 — 1990
B.S., Mechanical Engineering
Elizabeth Shakespeare Elizabeth Shakespeare's Sanford C. Bernstein Experience February 2007 - March 2009
Job Training Lead at Covance
Industry Pharmaceuticals
Experience
Covance June 2015 - Present
Penn State World Campus and Academic Outreach August 2011 - June 2015
Lehigh Carbon Community College May 2010 - August 2011
Penn State Lehigh Valley January 2010 - August 2011
Sanford C. Bernstein February 2007 - March 2009
Royce Carlton, Inc. September 2001 - May 2004
Skills
Higher Education, Staff Development, Program Development, Event Planning, Adult Education, Student Affairs, Training, Teaching, Career Counseling, Public Speaking, Research, Resume Writing, Editing, Curriculum Design, Interviews, Social Media, Distance Learning, Media Relations, Strategic Consulting, eLearning, Instructional Design, E-Learning
Education
Penn State University 2011 — 2015
Ph.D., Adult Education & Comparative and International Education
Teachers College of Columbia University 2004 — 2005
Master of Arts, Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Arts, Communications and Spanish
Covance June 2015 - Present
Penn State World Campus and Academic Outreach August 2011 - June 2015
Lehigh Carbon Community College May 2010 - August 2011
Penn State Lehigh Valley January 2010 - August 2011
Sanford C. Bernstein February 2007 - March 2009
Royce Carlton, Inc. September 2001 - May 2004
Skills
Higher Education, Staff Development, Program Development, Event Planning, Adult Education, Student Affairs, Training, Teaching, Career Counseling, Public Speaking, Research, Resume Writing, Editing, Curriculum Design, Interviews, Social Media, Distance Learning, Media Relations, Strategic Consulting, eLearning, Instructional Design, E-Learning
Education
Penn State University 2011 — 2015
Ph.D., Adult Education & Comparative and International Education
Teachers College of Columbia University 2004 — 2005
Master of Arts, Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Arts, Communications and Spanish
Charlie Cain Charlie Cain's Sanford C. Bernstein Experience 1990 - 1995
Job President & CEO at Dominion Liquid Technologies
Industry Food & Beverages
Experience
Dominion Liquid Technologies April 2010 - Present
Wiseway Supply April 1995 - March 2010
Sanford C. Bernstein 1990 - 1995
Skills
Team Building, New Business Development, Continuous Improvement, Sales Management, Risk Management, Process Improvement, Food, Marketing Strategy, Product Development, Project Management, Management, Inventory Management, Purchasing, Operations Management, Contract Negotiation, Business Development, Leadership, Strategic Planning, Project Planning, Negotiation, Budgets, Cross-functional Team..., Sales, Forecasting, Supply Chain, Pricing, P&L, Sales Operations, Manufacturing, Supply Chain Management, Business Planning, Key Account Management
Education
New York University 1991 — 1995
MBA, International Business
University of Kentucky 1986 — 1990
Bachelor of Science (B.S.), Accounting and Finance
Dominion Liquid Technologies April 2010 - Present
Wiseway Supply April 1995 - March 2010
Sanford C. Bernstein 1990 - 1995
Skills
Team Building, New Business Development, Continuous Improvement, Sales Management, Risk Management, Process Improvement, Food, Marketing Strategy, Product Development, Project Management, Management, Inventory Management, Purchasing, Operations Management, Contract Negotiation, Business Development, Leadership, Strategic Planning, Project Planning, Negotiation, Budgets, Cross-functional Team..., Sales, Forecasting, Supply Chain, Pricing, P&L, Sales Operations, Manufacturing, Supply Chain Management, Business Planning, Key Account Management
Education
New York University 1991 — 1995
MBA, International Business
University of Kentucky 1986 — 1990
Bachelor of Science (B.S.), Accounting and Finance
Kevin St. Pierre Kevin St. Pierre's Sanford C. Bernstein Experience October 2000 - Present
Job
Industry Capital Markets
Experience
Sanford C. Bernstein October 2000 - Present
Booz Allen Hamilton June 1998 - October 2000
Bank of New York Mellon June 1996 - June 1998
KeySpan July 1989 - June 1996
Skills
Banking, Equity Research, Valuation, Analysis, Corporate Finance, Equities, Hedge Funds, Capital Markets, Investment Banking, Due Diligence, Private Equity, Emerging Markets, Portfolio Management, Financial Modeling, Investments
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance, Operations Management
Lafayette College 1985 — 1989
BSEE, Electrical Engineering
Chaminade High School 1981 — 1985
Sanford C. Bernstein October 2000 - Present
Booz Allen Hamilton June 1998 - October 2000
Bank of New York Mellon June 1996 - June 1998
KeySpan July 1989 - June 1996
Skills
Banking, Equity Research, Valuation, Analysis, Corporate Finance, Equities, Hedge Funds, Capital Markets, Investment Banking, Due Diligence, Private Equity, Emerging Markets, Portfolio Management, Financial Modeling, Investments
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance, Operations Management
Lafayette College 1985 — 1989
BSEE, Electrical Engineering
Chaminade High School 1981 — 1985
Christine Calabrese Christine Calabrese's Sanford C. Bernstein Experience 1983 - 1990
Job Educator, Reading Specialist, Educational Consultant
Industry Education Management
Experience
NYC DOE since 1991 Kindergarten September 2007 - Present
NYC DOE September 2000 - September 2007
NYC DOE 1990-2000 September 1991 - September 2000
Sanford C. Bernstein 1983 - 1990
Skills
Curriculum Design, Classroom, Teacher Training, Teaching, Curriculum Development, Educational Leadership, Tutoring, Classroom Management, Public Speaking, Literacy, Special Education, Staff Development, Lesson Planning, Educational Technology, Coaching, Management, French, Early Childhood Literacy
Education
Queens College CUNY 1990 — 1995
MS Education, Childrens Literature
SUNY Cortland 1979 — 1984
Bachelor of Science (BS), French Language Teacher Education, Elementary Ed.
Ecole Normale du Calvados, Caen France 1982 — 1983
French elementary education, French pedagogy
NYC DOE since 1991 Kindergarten September 2007 - Present
NYC DOE September 2000 - September 2007
NYC DOE 1990-2000 September 1991 - September 2000
Sanford C. Bernstein 1983 - 1990
Skills
Curriculum Design, Classroom, Teacher Training, Teaching, Curriculum Development, Educational Leadership, Tutoring, Classroom Management, Public Speaking, Literacy, Special Education, Staff Development, Lesson Planning, Educational Technology, Coaching, Management, French, Early Childhood Literacy
Education
Queens College CUNY 1990 — 1995
MS Education, Childrens Literature
SUNY Cortland 1979 — 1984
Bachelor of Science (BS), French Language Teacher Education, Elementary Ed.
Ecole Normale du Calvados, Caen France 1982 — 1983
French elementary education, French pedagogy
Kevin McGowan SIOR, CCIM Kevin McGowan SIOR, CCIM's Sanford C. Bernstein Experience 2003 - 2004
Job Allentown NY Philly Industrial Corporate Real Estate
Industry Real Estate
Experience
McGowan Corporate Real Estate Advisors 2013 - Present
Newmark Grubb Knight Frank 2010 - 2013
Gerlach for Congress June 2010 - November 2010
Mike Simpson for U.S. Congress 2010 - 2010
Thornton Oliver Keller Commercial Real Estate 2004 - 2009
Idaho State Legislature 2008 - 2008
Sanford C. Bernstein 2003 - 2004
Multex 1997 - 2002
Price Waterhouse Management Consultants 1995 - 1996
Philadelphia Phillies 1992 - 1992
Skills
Real Estate, Investments, Sellers, Land, Leases, Purchase, Brokerage, Tenant, Investors, Selling, Valuation, Investment Properties, Strategic Planning, Commercial Real Estate, Contract Negotiation, Real Estate Transactions, Location Intelligence, Real Estate Economics, Life Coaching, Mergers & Acquisitions, Real Estate Development, Corporate Real Estate, Acquisitions, Disposition, Property Management, Financial Analysis, Property, Portfolio Management, Lease Administration, Landlords, Tenant Representation, Asset Management, Finance, Sales
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
Princeton University 1991 — 1995
AB
St. Joseph's Prep 1987 — 1991
High School Diploma
St. Margaret's
McGowan Corporate Real Estate Advisors 2013 - Present
Newmark Grubb Knight Frank 2010 - 2013
Gerlach for Congress June 2010 - November 2010
Mike Simpson for U.S. Congress 2010 - 2010
Thornton Oliver Keller Commercial Real Estate 2004 - 2009
Idaho State Legislature 2008 - 2008
Sanford C. Bernstein 2003 - 2004
Multex 1997 - 2002
Price Waterhouse Management Consultants 1995 - 1996
Philadelphia Phillies 1992 - 1992
Skills
Real Estate, Investments, Sellers, Land, Leases, Purchase, Brokerage, Tenant, Investors, Selling, Valuation, Investment Properties, Strategic Planning, Commercial Real Estate, Contract Negotiation, Real Estate Transactions, Location Intelligence, Real Estate Economics, Life Coaching, Mergers & Acquisitions, Real Estate Development, Corporate Real Estate, Acquisitions, Disposition, Property Management, Financial Analysis, Property, Portfolio Management, Lease Administration, Landlords, Tenant Representation, Asset Management, Finance, Sales
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
Princeton University 1991 — 1995
AB
St. Joseph's Prep 1987 — 1991
High School Diploma
St. Margaret's
Susan Galley Byrne Susan Galley Byrne's Sanford C. Bernstein Experience 1989 - 1991
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management 1994 - 1997
Lyster Watson & Company 1993 - 1994
National Funds/National Securities and Research 1991 - 1993
Sanford C. Bernstein 1989 - 1991
Skills
Marketing, Financial Reporting, Equities, Finance, Investments, Management, Portfolio Management, Financial Services, Mutual Funds
Education
Lehigh University 1985 — 1989
Bachelor of Arts (BA)
The Loomis Chaffee School 1982 — 1985
Morgan Stanley Private Wealth Management 1994 - 1997
Lyster Watson & Company 1993 - 1994
National Funds/National Securities and Research 1991 - 1993
Sanford C. Bernstein 1989 - 1991
Skills
Marketing, Financial Reporting, Equities, Finance, Investments, Management, Portfolio Management, Financial Services, Mutual Funds
Education
Lehigh University 1985 — 1989
Bachelor of Arts (BA)
The Loomis Chaffee School 1982 — 1985
Fang, Alex Fang, Alex's Sanford C. Bernstein Experience July 2006 - June 2008
Job Seasoned Cash Equity Trading Quant
Industry Financial Services
Experience
Credit Suisse June 2010 - December 2012
S.J.Levinson & Sons March 2009 - May 2010
WorldQuant June 2008 - February 2009
Sanford C. Bernstein July 2006 - June 2008
Skills
C++, Perl, R, Matlab, MySQL, Linux, Electronic Trading, Trading Systems, Quantitative Research, Quantitative Finance, Equities, Time Series Analysis, Bloomberg, Quantitative Investing, Trading System, Quantitative Analytics, Statistical Arbitrage
Education
Rutgers University-New Brunswick 2001 — 2006
PhD, Statistics
Peking University 1997 — 2001
BS, Statistics & Economics
Shanghai Geizhi High School 1994 — 1997
Credit Suisse June 2010 - December 2012
S.J.Levinson & Sons March 2009 - May 2010
WorldQuant June 2008 - February 2009
Sanford C. Bernstein July 2006 - June 2008
Skills
C++, Perl, R, Matlab, MySQL, Linux, Electronic Trading, Trading Systems, Quantitative Research, Quantitative Finance, Equities, Time Series Analysis, Bloomberg, Quantitative Investing, Trading System, Quantitative Analytics, Statistical Arbitrage
Education
Rutgers University-New Brunswick 2001 — 2006
PhD, Statistics
Peking University 1997 — 2001
BS, Statistics & Economics
Shanghai Geizhi High School 1994 — 1997
Jay Hickman Jay Hickman's Sanford C. Bernstein Experience July 1990 - September 1993
Job CIO at HVM Capital, LLC
Industry Financial Services
Experience
HVM Capital, LLC and Fort Point Fund. 2014 - Present
Crow Point Partners, LLC 2012 - 2014
Aquinnah Investments, LLC 2003 - 2012
PAR Capital Management 2001 - 2003
Credit Suisse First Boston September 1993 - November 2000
Sanford C. Bernstein July 1990 - September 1993
Skills
Equities, Hedge Funds, Investments, Investment Banking, Portfolio Management, Capital Markets, Valuation, Equity Research, Asset Managment, Financial Modeling, Alternative Investments, Private Equity, Fixed Income, Due Diligence, Financial Analysis, Series 7, Corporate Finance, Venture Capital, Mergers, Mutual Funds, Mergers & Acquisitions, Finance, Start-ups, Securities, Competitive Analysis
Education
New York University 1986 — 1988
MBA, Finance/Accounting
Williams College 1982 — 1986
BA, History/Psychology
HVM Capital, LLC and Fort Point Fund. 2014 - Present
Crow Point Partners, LLC 2012 - 2014
Aquinnah Investments, LLC 2003 - 2012
PAR Capital Management 2001 - 2003
Credit Suisse First Boston September 1993 - November 2000
Sanford C. Bernstein July 1990 - September 1993
Skills
Equities, Hedge Funds, Investments, Investment Banking, Portfolio Management, Capital Markets, Valuation, Equity Research, Asset Managment, Financial Modeling, Alternative Investments, Private Equity, Fixed Income, Due Diligence, Financial Analysis, Series 7, Corporate Finance, Venture Capital, Mergers, Mutual Funds, Mergers & Acquisitions, Finance, Start-ups, Securities, Competitive Analysis
Education
New York University 1986 — 1988
MBA, Finance/Accounting
Williams College 1982 — 1986
BA, History/Psychology
Manish Goyal Manish Goyal's Sanford C. Bernstein Experience June 1996 - November 1998
Job Managing Director Portfolio Manager at JP Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management June 2014 - Present
TIAA-CREF 2004 - 2012
Neuberger Berman November 1998 - October 2004
Sanford C. Bernstein June 1996 - November 1998
Skills
Equity Research, Alternative Investments, Investment Management, Portfolio Management, Fixed Income, Asset Management, Capital Markets, Strategy, Hedge Funds, Corporate Finance, Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Management, Investments, Emerging Markets, Financial Services, Bloomberg, Investment Strategies, Asset Allocation, Series 7, Investment Banking, Securities, Derivatives, Mutual Funds, Trading, Equity Valuation, Series 63, Options, Venture Capital, Financial Markets, Bonds, Trading Systems, Equity Trading
Education
University of Wisconsin-Madison 1994 — 1996
MS, Finance -- Security Analysis & Portfolio Management
Jiwaji University 1990 — 1992
Master of Commerce
J.P. Morgan Asset Management June 2014 - Present
TIAA-CREF 2004 - 2012
Neuberger Berman November 1998 - October 2004
Sanford C. Bernstein June 1996 - November 1998
Skills
Equity Research, Alternative Investments, Investment Management, Portfolio Management, Fixed Income, Asset Management, Capital Markets, Strategy, Hedge Funds, Corporate Finance, Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Management, Investments, Emerging Markets, Financial Services, Bloomberg, Investment Strategies, Asset Allocation, Series 7, Investment Banking, Securities, Derivatives, Mutual Funds, Trading, Equity Valuation, Series 63, Options, Venture Capital, Financial Markets, Bonds, Trading Systems, Equity Trading
Education
University of Wisconsin-Madison 1994 — 1996
MS, Finance -- Security Analysis & Portfolio Management
Jiwaji University 1990 — 1992
Master of Commerce
Scott Epstein Scott Epstein's Sanford C. Bernstein Experience May 1993 - May 2001
Job Chief Financial Officer & Chief Compliance Officer, venBio LLC
Industry Investment Management
Experience
venBio June 2014 - Present
SAE Consulting Solutions LLC September 2013 - June 2014
HSBC April 2011 - June 2012
HSBC Securities Services, HSBC Bank USA May 2008 - April 2011
HSBC Securities Services, HSBC Bank USA June 2006 - May 2008
Global Fund Services (San Francisco) Limited - Bank of Bermuda December 2003 - June 2006
Bank of Bermuda (New York) Limited June 2001 - December 2003
Sanford C. Bernstein May 1993 - May 2001
Skills
Portfolio Management, Series 7, Hedge Funds, Risk Management, Investments, Alternative Investments, Fixed Income
Education
Lafayette College 1988 — 1992
BA, Economics & Finance
venBio June 2014 - Present
SAE Consulting Solutions LLC September 2013 - June 2014
HSBC April 2011 - June 2012
HSBC Securities Services, HSBC Bank USA May 2008 - April 2011
HSBC Securities Services, HSBC Bank USA June 2006 - May 2008
Global Fund Services (San Francisco) Limited - Bank of Bermuda December 2003 - June 2006
Bank of Bermuda (New York) Limited June 2001 - December 2003
Sanford C. Bernstein May 1993 - May 2001
Skills
Portfolio Management, Series 7, Hedge Funds, Risk Management, Investments, Alternative Investments, Fixed Income
Education
Lafayette College 1988 — 1992
BA, Economics & Finance
Andrew Keith Andrew Keith's Sanford C. Bernstein Experience January 2005 - September 2005
Job Executive Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities April 2014 - Present
Lloyds Banking Group January 2008 - March 2014
Bank of Scotland USA (now a member of Lloyds Banking Group) September 2005 - December 2007
Sanford C. Bernstein January 2005 - September 2005
Keith Consultants October 2004 - December 2004
Lehman Brothers February 2000 - September 2004
Bankers Trust February 1998 - January 2000
The Bank of New York 1993 - 1997
Skills
Restructuring, Syndications, Customer Relations, Origination, Credit, Portfolio Management, Asset Management, Loans, Workout, Asset Based Lending, Debt, Structuring, Credit Analysis, Capital Markets, Valuation, Financial Analysis, Leveraged Finance, Due Diligence, Commercial Banking, Credit Risk, Banking, Underwriting, Real Estate, Risk Management, Risk, Syndication, Debt Restructuring, Cash Flow, Structured Finance, Financial Risk, Loan Origination, Treasury Management, Financial Structuring, Relationship Management, Organizational..., Business Development, Downhill Skiing, SEC filings, Oil/Gas, Commercial Lending, Investment Banking, Corporate Finance, Fixed Income, Financial Advisory, Bonds, Private Equity, Financial Modeling, Equities, Structured Products
Education
York University - Schulich School of Business 1990 — 1992
MBA, Finance, Marketing
McMaster University 1987 — 1989
B Comm, Accounting, Marketing
McMaster University 1986 — 1989
B Comm, accounting
Georges Vanier S.S. 1981 — 1985
High School Diploma, Math, Accounting
Nomura Securities April 2014 - Present
Lloyds Banking Group January 2008 - March 2014
Bank of Scotland USA (now a member of Lloyds Banking Group) September 2005 - December 2007
Sanford C. Bernstein January 2005 - September 2005
Keith Consultants October 2004 - December 2004
Lehman Brothers February 2000 - September 2004
Bankers Trust February 1998 - January 2000
The Bank of New York 1993 - 1997
Skills
Restructuring, Syndications, Customer Relations, Origination, Credit, Portfolio Management, Asset Management, Loans, Workout, Asset Based Lending, Debt, Structuring, Credit Analysis, Capital Markets, Valuation, Financial Analysis, Leveraged Finance, Due Diligence, Commercial Banking, Credit Risk, Banking, Underwriting, Real Estate, Risk Management, Risk, Syndication, Debt Restructuring, Cash Flow, Structured Finance, Financial Risk, Loan Origination, Treasury Management, Financial Structuring, Relationship Management, Organizational..., Business Development, Downhill Skiing, SEC filings, Oil/Gas, Commercial Lending, Investment Banking, Corporate Finance, Fixed Income, Financial Advisory, Bonds, Private Equity, Financial Modeling, Equities, Structured Products
Education
York University - Schulich School of Business 1990 — 1992
MBA, Finance, Marketing
McMaster University 1987 — 1989
B Comm, Accounting, Marketing
McMaster University 1986 — 1989
B Comm, accounting
Georges Vanier S.S. 1981 — 1985
High School Diploma, Math, Accounting
Matthew Schwartz Matthew Schwartz's Sanford C. Bernstein Experience 2001 - 2002
Job Software Architect and Lead Developer
Industry Information Technology and Services
Experience
Datto, Inc. September 2014 - Present
Reflexions Data February 2005 - August 2014
Alliance Capital Management 2002 - 2005
Sanford C. Bernstein 2001 - 2002
MasterCard 1995 - 2001
Skills
PHP, SQL, Python, Oracle SQL, MySQL, Software Project..., JavaScript, Linux, Web Applications, Java, CSS, HTML, Unix, jQuery, Application Development, Apache, Web Development, Programming, Subversion, Software Development, Databases, Web Services, Server Architecture, LAMP, Smarty, Mobile Applications, Git, Microsoft SQL Server, AJAX, Django, Requirements Analysis, Objective-C
Education
Pace University-Pleasantville/Briarcliff Campus 1993 — 1997
BS, Computer Science, Mathematics
Datto, Inc. September 2014 - Present
Reflexions Data February 2005 - August 2014
Alliance Capital Management 2002 - 2005
Sanford C. Bernstein 2001 - 2002
MasterCard 1995 - 2001
Skills
PHP, SQL, Python, Oracle SQL, MySQL, Software Project..., JavaScript, Linux, Web Applications, Java, CSS, HTML, Unix, jQuery, Application Development, Apache, Web Development, Programming, Subversion, Software Development, Databases, Web Services, Server Architecture, LAMP, Smarty, Mobile Applications, Git, Microsoft SQL Server, AJAX, Django, Requirements Analysis, Objective-C
Education
Pace University-Pleasantville/Briarcliff Campus 1993 — 1997
BS, Computer Science, Mathematics
Mark Tabak Mark Tabak's Sanford C. Bernstein Experience June 1989 - March 1997
Job Manager Platform Services at Texas Department of Public Safety
Industry Information Technology and Services
Experience
Texas Department of Public Safety November 2014 - Present
M IT Consulting March 2014 - November 2014
Dow Jones March 2008 - February 2014
Dow Jones March 1997 - March 2008
Sanford C. Bernstein June 1989 - March 1997
Skills
IT Management, IT Strategy, Vendor Management, Disaster Recovery, SDLC, ITIL, IT Service Management, PMO, Business Process..., Project Management, IT Operations, Change Management, Process Improvement, Data Center, High Availability, Risk Management, IT Outsourcing, IT Infrastructure..., Infrastructure..., Cross-functional Team..., Team Leadership, Enterprise Software, Outsourcing, Unix, Servers, Information Technology, System Administration, Cloud Computing, Storage Area Networks, Project Portfolio...
Education
Pace University 1988 — 1991
Masters, Information Technology
Rider University 1983 — 1987
Bachelors, Finance
Texas Department of Public Safety November 2014 - Present
M IT Consulting March 2014 - November 2014
Dow Jones March 2008 - February 2014
Dow Jones March 1997 - March 2008
Sanford C. Bernstein June 1989 - March 1997
Skills
IT Management, IT Strategy, Vendor Management, Disaster Recovery, SDLC, ITIL, IT Service Management, PMO, Business Process..., Project Management, IT Operations, Change Management, Process Improvement, Data Center, High Availability, Risk Management, IT Outsourcing, IT Infrastructure..., Infrastructure..., Cross-functional Team..., Team Leadership, Enterprise Software, Outsourcing, Unix, Servers, Information Technology, System Administration, Cloud Computing, Storage Area Networks, Project Portfolio...
Education
Pace University 1988 — 1991
Masters, Information Technology
Rider University 1983 — 1987
Bachelors, Finance
Joseph T. Cunningham Joseph T. Cunningham's Sanford C. Bernstein Experience June 1996 - January 2002
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Sanford C. Bernstein June 1996 - January 2002
Shark Information Services June 1986 - November 1995
Skills
Database Applications, Team Building, Leadership, Project Management, Client Consulting, Technology..., Requirements Management, Process Optimization, Quality Assurance, Troubleshooting, Database Design, Application Maintenance, Performance Management, Helpdesk Operations, End User Support, Staff Training and...
Education
Manhattan College 1975 — 1988
Bachelor of Science (BS), Managerial Sciences
Merrill Lynch January 2012 - Present
Sanford C. Bernstein June 1996 - January 2002
Shark Information Services June 1986 - November 1995
Skills
Database Applications, Team Building, Leadership, Project Management, Client Consulting, Technology..., Requirements Management, Process Optimization, Quality Assurance, Troubleshooting, Database Design, Application Maintenance, Performance Management, Helpdesk Operations, End User Support, Staff Training and...
Education
Manhattan College 1975 — 1988
Bachelor of Science (BS), Managerial Sciences
Eugene Roytenberg's Sanford C. Bernstein Experience April 1999 - August 2003
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2014 - Present
Credit Suisse July 2009 - November 2011
Credit Suisse August 2003 - April 2011
Sanford C. Bernstein April 1999 - August 2003
Skills
Equity Derivatives, Equities, Portfolio Management, Electronic Trading, Investment Banking, Asset Managment, Fixed Income, Unix, Stakeholder Management, Banking, Structured Products, Software Project..., Trading Systems, Options, Infrastructure, IT Management, Outsourcing, Asset Management, Trading, Interest Rate..., IT Operations, Analytics, Credit Derivatives, Securities, SDLC, Financial Risk, Business Analysis, Prime Brokerage, Risk Management, Quality Assurance, Agile Methodologies, Offshoring, Program Management, Derivatives, Equity Trading, IT Strategy, Microsoft SQL Server, Market Risk, Back Office, Capital Markets, Business Intelligence, ITIL, Governance, Vendor Management, FX Options, Leadership, Hedge Funds, Data Warehousing, Financial Services, Market Data
Education
Tashkent Institute of Economics 1985 — 1986
PhD, Computational and Applied Mathematics
Novosibirsk State University (NSU) 1968 — 1973
Master of Arts (MA), Mathematics
JPMorgan Chase March 2014 - Present
Credit Suisse July 2009 - November 2011
Credit Suisse August 2003 - April 2011
Sanford C. Bernstein April 1999 - August 2003
Skills
Equity Derivatives, Equities, Portfolio Management, Electronic Trading, Investment Banking, Asset Managment, Fixed Income, Unix, Stakeholder Management, Banking, Structured Products, Software Project..., Trading Systems, Options, Infrastructure, IT Management, Outsourcing, Asset Management, Trading, Interest Rate..., IT Operations, Analytics, Credit Derivatives, Securities, SDLC, Financial Risk, Business Analysis, Prime Brokerage, Risk Management, Quality Assurance, Agile Methodologies, Offshoring, Program Management, Derivatives, Equity Trading, IT Strategy, Microsoft SQL Server, Market Risk, Back Office, Capital Markets, Business Intelligence, ITIL, Governance, Vendor Management, FX Options, Leadership, Hedge Funds, Data Warehousing, Financial Services, Market Data
Education
Tashkent Institute of Economics 1985 — 1986
PhD, Computational and Applied Mathematics
Novosibirsk State University (NSU) 1968 — 1973
Master of Arts (MA), Mathematics
Sandy Dedopoulos Steele's Sanford C. Bernstein Experience 2000 - 2002
Job Vice President & Director Global Internal Marketing Communications
Industry Investment Management
Experience
AllianceBernstein August 2011 - Present
AllianceBernstein November 2005 - September 2009
AllianceBernstein 2002 - 2005
Sanford C. Bernstein 2000 - 2002
Sanford C. Bernstein 1996 - 2000
Smith Barney 1994 - 1996
Skills
Building Relationships, Team Management, Client Service Oriented, Marketing Communications, Marketing, Consulting, Competitive Analysis, Series 7, Series 63, Financial Services, Institutional..., Client Services, Equities, Fixed Income, Integrated Marketing, Investments, Leadership, Mutual Funds, Portfolio Management
Education
Saint John's University - Peter J. Tobin College of Business
BS in Finance, Finance
New York University
Continuing Education Certificate, International Business & Finance
Long Island University, C.W. Post Campus
Paralegal Certificate, Law
AllianceBernstein August 2011 - Present
AllianceBernstein November 2005 - September 2009
AllianceBernstein 2002 - 2005
Sanford C. Bernstein 2000 - 2002
Sanford C. Bernstein 1996 - 2000
Smith Barney 1994 - 1996
Skills
Building Relationships, Team Management, Client Service Oriented, Marketing Communications, Marketing, Consulting, Competitive Analysis, Series 7, Series 63, Financial Services, Institutional..., Client Services, Equities, Fixed Income, Integrated Marketing, Investments, Leadership, Mutual Funds, Portfolio Management
Education
Saint John's University - Peter J. Tobin College of Business
BS in Finance, Finance
New York University
Continuing Education Certificate, International Business & Finance
Long Island University, C.W. Post Campus
Paralegal Certificate, Law
Scott Walter's Sanford C. Bernstein Experience May 1986 - December 1994
Job Senior Information Technology Executive
Industry Financial Services
Experience
Citi May 2015 - Present
FAB Art Productions, LLC September 2014 - Present
Corbin Capital Partners May 2011 - September 2014
International Rescue Committee June 2009 - January 2011
AllianceBernstein January 1995 - September 2008
Sanford C. Bernstein May 1986 - December 1994
selected software expereince January 1986 - January 1986
USAID June 1984 - June 1985
Peace Corps May 1982 - November 1984
Technology for Communications International September 1980 - May 1982
Skills
IT Strategy, Portfolio Management, Asset Management, Program Management, Business Process..., Team Building, Product Management, MIS, SQL, Cloud Computing, Object Oriented Design, Data Modeling, Business Analysis, Systems Analysis, Financial Analysis, Strategy, Management, Integration, Risk Management, Finance, Hedge Funds, SDLC, Leadership, Project Management
Education
University of New Hampshire 1978 — 1980
B.S., Mechanical Engineering, honors
New York University 2008 — 2010
Certificate, Global Affairs
Lehigh University 1975 — 1977
Mechanical Engineering
Brighton High School 1972 — 1975
High School
Citi May 2015 - Present
FAB Art Productions, LLC September 2014 - Present
Corbin Capital Partners May 2011 - September 2014
International Rescue Committee June 2009 - January 2011
AllianceBernstein January 1995 - September 2008
Sanford C. Bernstein May 1986 - December 1994
selected software expereince January 1986 - January 1986
USAID June 1984 - June 1985
Peace Corps May 1982 - November 1984
Technology for Communications International September 1980 - May 1982
Skills
IT Strategy, Portfolio Management, Asset Management, Program Management, Business Process..., Team Building, Product Management, MIS, SQL, Cloud Computing, Object Oriented Design, Data Modeling, Business Analysis, Systems Analysis, Financial Analysis, Strategy, Management, Integration, Risk Management, Finance, Hedge Funds, SDLC, Leadership, Project Management
Education
University of New Hampshire 1978 — 1980
B.S., Mechanical Engineering, honors
New York University 2008 — 2010
Certificate, Global Affairs
Lehigh University 1975 — 1977
Mechanical Engineering
Brighton High School 1972 — 1975
High School
Katherine Kaiser Katherine Kaiser's Sanford C. Bernstein Experience May 2013 - May 2014
Job Client Service Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2014 - Present
Sanford C. Bernstein May 2013 - May 2014
Aerotek May 2012 - May 2013
Enterprise Rent-A-Car May 2011 - August 2011
Skills
Recruiting, Human Resources, Customer Service, Temporary Placement, Networking, Cold Calling, Staffing Services, Event Planning, Sales
Education
Iowa State University - College of Business 2008 — 2012
Bachelors, Marketing, History Minor
JPMorgan Chase & Co. June 2014 - Present
Sanford C. Bernstein May 2013 - May 2014
Aerotek May 2012 - May 2013
Enterprise Rent-A-Car May 2011 - August 2011
Skills
Recruiting, Human Resources, Customer Service, Temporary Placement, Networking, Cold Calling, Staffing Services, Event Planning, Sales
Education
Iowa State University - College of Business 2008 — 2012
Bachelors, Marketing, History Minor
Shirley Hu Shirley Hu's Sanford C. Bernstein Experience 2014 - Present
Job Senior Associate at Sanford C. Bernstein
Industry Banking
Experience
Sanford C. Bernstein 2014 - Present
The Wharton School August 2011 - Present
Qatalyst Partners August 2008 - May 2011
Credit Suisse July 2007 - July 2008
Morgan Stanley June 2004 - August 2004
Skills
Financial Modeling, Valuation, Emerging Markets, Private Equity, Venture Capital, Corporate Finance
Education
Princeton University 2003 — 2007
BA, Public Policy
University of Oxford
University of Pennsylvania - The Wharton School
Sanford C. Bernstein 2014 - Present
The Wharton School August 2011 - Present
Qatalyst Partners August 2008 - May 2011
Credit Suisse July 2007 - July 2008
Morgan Stanley June 2004 - August 2004
Skills
Financial Modeling, Valuation, Emerging Markets, Private Equity, Venture Capital, Corporate Finance
Education
Princeton University 2003 — 2007
BA, Public Policy
University of Oxford
University of Pennsylvania - The Wharton School
Priyanka Prakash Bhasin Priyanka Prakash Bhasin's Sanford C. Bernstein Experience July 2008 - July 2010
Job Strategic Partnerships at Acumen
Industry Venture Capital & Private Equity
Experience
Acumen September 2014 - Present
Catchafire November 2011 - September 2014
Fifth Avenue Events September 2009 - December 2011
Sanford C. Bernstein July 2008 - July 2010
Debtwire subsidiary of The Financial Times Group June 2006 - May 2008
Skills
Social Media, Business Strategy, Financial Modeling, Competitive Analysis, Business Development, Analytics, Emerging Markets, Market Research, Strategy, Corporate Finance, Investments, Strategic Planning, Entrepreneurship, Start-ups, Strategic Partnerships, Management Consulting
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Penn State University 2001 — 2005
BS, Industrial Engineering
Acumen September 2014 - Present
Catchafire November 2011 - September 2014
Fifth Avenue Events September 2009 - December 2011
Sanford C. Bernstein July 2008 - July 2010
Debtwire subsidiary of The Financial Times Group June 2006 - May 2008
Skills
Social Media, Business Strategy, Financial Modeling, Competitive Analysis, Business Development, Analytics, Emerging Markets, Market Research, Strategy, Corporate Finance, Investments, Strategic Planning, Entrepreneurship, Start-ups, Strategic Partnerships, Management Consulting
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Penn State University 2001 — 2005
BS, Industrial Engineering
Arvind Ramnani's Sanford C. Bernstein Experience June 2009 - May 2010
Job Director BNP Paribas
Industry Investment Management
Experience
BNP Paribas June 2012 - Present
UBS June 2010 - May 2012
Sanford C. Bernstein June 2009 - May 2010
Bank Of America June 2007 - May 2009
iSeva June 2001 - December 2006
Deloitte 1997 - 2001
Skills
CRM, Business Process..., Financial Modeling, Equities, Equity Research, Valuation, Management, Fixed Income Analysis, Equity Valuation, Hedge Funds, Strategic Communications, Capital Markets, Business Strategy, Bloomberg, Portfolio Management, Investment Management, Finance, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Luther College 1993 — 1997
MIS, Economics, Management
Bishop Cotton
BNP Paribas June 2012 - Present
UBS June 2010 - May 2012
Sanford C. Bernstein June 2009 - May 2010
Bank Of America June 2007 - May 2009
iSeva June 2001 - December 2006
Deloitte 1997 - 2001
Skills
CRM, Business Process..., Financial Modeling, Equities, Equity Research, Valuation, Management, Fixed Income Analysis, Equity Valuation, Hedge Funds, Strategic Communications, Capital Markets, Business Strategy, Bloomberg, Portfolio Management, Investment Management, Finance, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Luther College 1993 — 1997
MIS, Economics, Management
Bishop Cotton
James Velgot James Velgot's Sanford C. Bernstein Experience October 1988 - October 1999
Job Partner, Chief Marketing Officer at Fifth Street Asset Management
Industry Financial Services
Experience
Fifth Street Asset Management July 2010 - Present
The Velgot Group March 2009 - June 2010
AllianceBernstein January 2008 - March 2009
AllianceBernstein January 2005 - January 2008
AllianceBernstein October 1999 - January 2005
Sanford C. Bernstein October 1988 - October 1999
Kidder Peabody June 1985 - May 1987
Skills
Creative Concept..., Team Building, Team Leadership, Creative Services, Strategic Thinking, Video, Integrated Marketing, Marketing Management, Brand Development, Digital Marketing, Corporate Branding, Email Marketing, Online Marketing, Marketing Strategy, Digital Strategy, Digital Media, Budget Management, Creative Development, Messaging, Advertising, Public Relations, Event Management, Strategic Planning, Marketing Communications, Creative Strategy, Brand Communication, Social Media Marketing, B2B, Brand Awareness, Corporate Communications, Social Media, Social Networking, B2B Marketing, Online Advertising, Product Marketing, Creative Direction, Marketing, Budgets, Market Research, Marketing Research, Press Releases, Strategic Partnerships, Management, Leadership, Mergers & Acquisitions, Strategy, Strategic Communications, Brand Management, Direct Marketing, Analytics
Education
Pratt Institute 1979 — 1983
BFA, Communications Design
Pratt Institute
BFA Communications Design, Design and Visual Communications, General
Fifth Street Asset Management July 2010 - Present
The Velgot Group March 2009 - June 2010
AllianceBernstein January 2008 - March 2009
AllianceBernstein January 2005 - January 2008
AllianceBernstein October 1999 - January 2005
Sanford C. Bernstein October 1988 - October 1999
Kidder Peabody June 1985 - May 1987
Skills
Creative Concept..., Team Building, Team Leadership, Creative Services, Strategic Thinking, Video, Integrated Marketing, Marketing Management, Brand Development, Digital Marketing, Corporate Branding, Email Marketing, Online Marketing, Marketing Strategy, Digital Strategy, Digital Media, Budget Management, Creative Development, Messaging, Advertising, Public Relations, Event Management, Strategic Planning, Marketing Communications, Creative Strategy, Brand Communication, Social Media Marketing, B2B, Brand Awareness, Corporate Communications, Social Media, Social Networking, B2B Marketing, Online Advertising, Product Marketing, Creative Direction, Marketing, Budgets, Market Research, Marketing Research, Press Releases, Strategic Partnerships, Management, Leadership, Mergers & Acquisitions, Strategy, Strategic Communications, Brand Management, Direct Marketing, Analytics
Education
Pratt Institute 1979 — 1983
BFA, Communications Design
Pratt Institute
BFA Communications Design, Design and Visual Communications, General
Jessica Tripoli Jessica Tripoli's Sanford C. Bernstein Experience June 2005 - February 2007
Job
Industry Nonprofit Organization Management
Experience
Association of Governmental Risk Pools (AGRiP) January 2013 - Present
Guggenheim Global Trading September 2011 - May 2012
NYC Department of Education June 2007 - August 2010
Sanford C. Bernstein June 2005 - February 2007
Skills
Written Communication, Content Management..., Microsoft Office, Member Relations, Research, Analysis, Website Management, Database Management, Communication, Email Marketing Software, Copy Editing, Content Creation
Education
Pace University 2007 — 2009
Master of Science, Secondary Mathematics Education
New York University 2001 — 2005
Bachelor of Arts (B.A.), Economics, Mathematics
Association of Governmental Risk Pools (AGRiP) January 2013 - Present
Guggenheim Global Trading September 2011 - May 2012
NYC Department of Education June 2007 - August 2010
Sanford C. Bernstein June 2005 - February 2007
Skills
Written Communication, Content Management..., Microsoft Office, Member Relations, Research, Analysis, Website Management, Database Management, Communication, Email Marketing Software, Copy Editing, Content Creation
Education
Pace University 2007 — 2009
Master of Science, Secondary Mathematics Education
New York University 2001 — 2005
Bachelor of Arts (B.A.), Economics, Mathematics
Cathy Danziger Cathy Danziger's Sanford C. Bernstein Experience February 1983 - March 2000
Job Owner, Catherine Danziger Designs
Industry Arts and Crafts
Experience
Catherine Danziger Designs November 2001 - Present
Sanford C. Bernstein February 1983 - March 2000
Skills
Silver, Gems, Mixed Media, Handmade Jewelry, Art, Gifts, Jewelry, Photography, Portfolio Management, Luxury Goods, Earrings, Gold, Jewelry Design, Gemology, Painting, Craft
Education
New York University 1982 — 1983
computer programming certficate
Parsons School of Design 1975 — 1978
Silver smithing, Drawing & Painting
University of Delaware 1960 — 1974
BA, Art
Catherine Danziger Designs November 2001 - Present
Sanford C. Bernstein February 1983 - March 2000
Skills
Silver, Gems, Mixed Media, Handmade Jewelry, Art, Gifts, Jewelry, Photography, Portfolio Management, Luxury Goods, Earrings, Gold, Jewelry Design, Gemology, Painting, Craft
Education
New York University 1982 — 1983
computer programming certficate
Parsons School of Design 1975 — 1978
Silver smithing, Drawing & Painting
University of Delaware 1960 — 1974
BA, Art
Ardavan Mobasheri Ardavan Mobasheri's Sanford C. Bernstein Experience 1991 - 1992
Job Senior Managing Director Chief Economist/Head of AIG Global Economics
Industry Insurance
Experience
City University of New York (CUNY 2004 - Present
AIG June 2008 - August 2012
Bear Stearns 2003 - 2007
TriStar Advisors 2000 - 2002
Bear Stearns September 1993 - May 2000
Sanford C. Bernstein 1991 - 1992
Skills
Economics, Econometrics, Macroeconomics, Quantitative Analytics, Financial Modeling, Portfolio Management, Emerging Markets, Fixed Income, Quantitative Finance, Capital Markets, Risk Management, Valuation, Corporate Finance, Eviews, Time Series Analysis, Statistics, Stata, Econometric Modeling, Investments, Bloomberg, Management, Financial Markets, Derivatives, Finance, Mergers & Acquisitions, Statistical Modeling, Data Analysis, SAS, Equities, Private Equity, Credit Risk, Asset Management, R, Investment Banking, Financial Economics, Market Risk, Leadership, Strategy, Strategic Planning, Data Science, Data Mining, Data Modeling, Research, Policy Analysis, Analysis
Education
City University of New York Graduate Center 2002 — 2005
ABD, Economics
Queens College 2002 — 2005
M.A., Economics
Polytechnic University 1998 — 2001
M.S., Financial Engineering
Lehigh University 1985 — 1990
BS, Industrial Engineering
Rostam Abadian School
City University of New York (CUNY 2004 - Present
AIG June 2008 - August 2012
Bear Stearns 2003 - 2007
TriStar Advisors 2000 - 2002
Bear Stearns September 1993 - May 2000
Sanford C. Bernstein 1991 - 1992
Skills
Economics, Econometrics, Macroeconomics, Quantitative Analytics, Financial Modeling, Portfolio Management, Emerging Markets, Fixed Income, Quantitative Finance, Capital Markets, Risk Management, Valuation, Corporate Finance, Eviews, Time Series Analysis, Statistics, Stata, Econometric Modeling, Investments, Bloomberg, Management, Financial Markets, Derivatives, Finance, Mergers & Acquisitions, Statistical Modeling, Data Analysis, SAS, Equities, Private Equity, Credit Risk, Asset Management, R, Investment Banking, Financial Economics, Market Risk, Leadership, Strategy, Strategic Planning, Data Science, Data Mining, Data Modeling, Research, Policy Analysis, Analysis
Education
City University of New York Graduate Center 2002 — 2005
ABD, Economics
Queens College 2002 — 2005
M.A., Economics
Polytechnic University 1998 — 2001
M.S., Financial Engineering
Lehigh University 1985 — 1990
BS, Industrial Engineering
Rostam Abadian School
Brad Hintz Brad Hintz's Sanford C. Bernstein Experience October 2000 - October 2014
Job Financial Executive
Industry Investment Management
Experience
New York University October 2014 - Present
Sanford C. Bernstein October 2000 - October 2014
Lehman Brothers 1996 - 1998
Morgan Stanley 1986 - 1996
Anderson Clayton & Co 1984 - 1986
Northern Trust 1982 - 1984
Chevron 1978 - 1982
Skills
Securities, Asset Managment, Strategy, Equities, Finance, Capital Markets, Investments, Private Equity, Hedge Funds, Equity Research, Management, Valuation, Treasury Management, Asset Management, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Series 7, Investment Management, Corporate Finance, Investment Banking, Alternative Investments, Investor Relations, Equity Trading, Trading, Portfolio Management, Financial Markets
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
University of Southern California 1976 — 1978
MS
Purdue University 1968 — 1971
BS
New York University October 2014 - Present
Sanford C. Bernstein October 2000 - October 2014
Lehman Brothers 1996 - 1998
Morgan Stanley 1986 - 1996
Anderson Clayton & Co 1984 - 1986
Northern Trust 1982 - 1984
Chevron 1978 - 1982
Skills
Securities, Asset Managment, Strategy, Equities, Finance, Capital Markets, Investments, Private Equity, Hedge Funds, Equity Research, Management, Valuation, Treasury Management, Asset Management, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Series 7, Investment Management, Corporate Finance, Investment Banking, Alternative Investments, Investor Relations, Equity Trading, Trading, Portfolio Management, Financial Markets
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
University of Southern California 1976 — 1978
MS
Purdue University 1968 — 1971
BS
Diane Acquista Diane Acquista's Sanford C. Bernstein Experience October 2010 - Present
Job
Industry Marketing and Advertising
Experience
Sanford C. Bernstein October 2010 - Present
Sanford C. Bernstein August 2006 - October 2010
Sanford C. Bernstein August 2005 - August 2006
Education
St. Francis College 2001 — 2005
Bachelor of Science, Business
Sanford C. Bernstein October 2010 - Present
Sanford C. Bernstein August 2006 - October 2010
Sanford C. Bernstein August 2005 - August 2006
Education
St. Francis College 2001 — 2005
Bachelor of Science, Business
Lourdes Zapata Lourdes Zapata's Sanford C. Bernstein Experience April 2010 - September 2011
Job MBA Candidate | NYU Stern School of Business, Class of 2016
Industry Telecommunications
Experience
NYU Stern School of Business August 2014 - Present
DIRECTV Latin America June 2015 - August 2015
Reelio February 2015 - May 2015
Charlotte Chamber of Commerce September 2011 - May 2014
Sanford C. Bernstein April 2010 - September 2011
METRO Landmarks December 2006 - April 2010
Raleigh Chamber of Commerce January 2006 - May 2006
Bloomberg for Mayor June 2005 - August 2005
Skills
Strategic Planning, Marketing, Fundraising, Community Outreach, Public Relations, Public Speaking, Nonprofits, Social Media, Spanish-speaking, Event Planning, Media Relations, Political Campaigns, Strategic Communications, Social Media Marketing, Public Policy, Management, Leadership, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy; Global Business
North Carolina State University
B.A, Political Science
North Carolina State University
Bachelor of Arts (B.A.), Spanish Language and Literature
NYU Stern School of Business August 2014 - Present
DIRECTV Latin America June 2015 - August 2015
Reelio February 2015 - May 2015
Charlotte Chamber of Commerce September 2011 - May 2014
Sanford C. Bernstein April 2010 - September 2011
METRO Landmarks December 2006 - April 2010
Raleigh Chamber of Commerce January 2006 - May 2006
Bloomberg for Mayor June 2005 - August 2005
Skills
Strategic Planning, Marketing, Fundraising, Community Outreach, Public Relations, Public Speaking, Nonprofits, Social Media, Spanish-speaking, Event Planning, Media Relations, Political Campaigns, Strategic Communications, Social Media Marketing, Public Policy, Management, Leadership, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy; Global Business
North Carolina State University
B.A, Political Science
North Carolina State University
Bachelor of Arts (B.A.), Spanish Language and Literature
![Rita [Papaleo] Ruiz](https://cdn.bearsofficialsstore.com/li/webp/5928263.webp)
Rita [Papaleo] Ruiz Rita [Papaleo] Ruiz's Sanford C. Bernstein Experience February 2002 - June 2004
Job Technical Recruiter, Google, Inc.
Industry Staffing and Recruiting
Experience
Google, Inc. January 2006 - Present
Sanford C. Bernstein February 2002 - June 2004
Sanford C. Bernstein January 2000 - February 2002
Skills
Event Management, Multilingual, Research, Customer Relations, Recruiting, Training, Sales, Program Management, Project Management, Strategic Planning
Education
New York University 2004 — 2005
M.A., International Education
Northwestern University 1995 — 1999
B.A., Latin American Studies
Montclair Kimberley Academy
Google, Inc. January 2006 - Present
Sanford C. Bernstein February 2002 - June 2004
Sanford C. Bernstein January 2000 - February 2002
Skills
Event Management, Multilingual, Research, Customer Relations, Recruiting, Training, Sales, Program Management, Project Management, Strategic Planning
Education
New York University 2004 — 2005
M.A., International Education
Northwestern University 1995 — 1999
B.A., Latin American Studies
Montclair Kimberley Academy
David Reich David Reich's Sanford C. Bernstein Experience April 2002 - June 2004
Job Founder & CEO of Assured Labor, Inc.
Industry Wireless
Experience
Assured Labor, Inc. May 2008 - Present
Innosight June 2007 - August 2007
CreditSights June 2004 - June 2006
Sanford C. Bernstein April 2002 - June 2004
Accenture August 2000 - September 2001
Skills
Wireless, Mobile Applications, Mobile Media, Entrepreneurship, Mobile, Business Strategy, Financial Modeling, Start-ups, Product Marketing, Internet Entrepreneur, Emerging Markets, Recruiting, Mobile Devices, Strategy, Business Development, Social Entrepreneurship, Venture Capital, Mobile Technology, Digital Media, Corporate Development, Fundraising
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS
Assured Labor, Inc. May 2008 - Present
Innosight June 2007 - August 2007
CreditSights June 2004 - June 2006
Sanford C. Bernstein April 2002 - June 2004
Accenture August 2000 - September 2001
Skills
Wireless, Mobile Applications, Mobile Media, Entrepreneurship, Mobile, Business Strategy, Financial Modeling, Start-ups, Product Marketing, Internet Entrepreneur, Emerging Markets, Recruiting, Mobile Devices, Strategy, Business Development, Social Entrepreneurship, Venture Capital, Mobile Technology, Digital Media, Corporate Development, Fundraising
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS
Robert Maione Robert Maione's Sanford C. Bernstein Experience January 1986 - May 2008
Job Finance & Operations, Broadway Near You
Industry Entertainment
Experience
Broadway Near You April 2012 - Present
AllianceBernstein May 2008 - February 2011
Sanford C. Bernstein January 1986 - May 2008
Sanford C. Bernstein January 1983 - December 1985
EY September 1976 - November 1983
Education
Rutgers, The State University of New Jersey - Rutgers Business School
MBA, Accounting
Saint Bonaventure University
B.S., Mathematics
Broadway Near You April 2012 - Present
AllianceBernstein May 2008 - February 2011
Sanford C. Bernstein January 1986 - May 2008
Sanford C. Bernstein January 1983 - December 1985
EY September 1976 - November 1983
Education
Rutgers, The State University of New Jersey - Rutgers Business School
MBA, Accounting
Saint Bonaventure University
B.S., Mathematics
Hailey Dray Hailey Dray's Sanford C. Bernstein Experience May 2013 - May 2013
Job Advertising Sales Assistant at Discovery Communications
Industry Broadcast Media
Experience
Sanford C. Bernstein May 2013 - May 2013
CNBC June 2011 - July 2011
Levin Capital Strategies July 2010 - July 2010
Skills
Marketing, Public Speaking, Event Planning, Social Networking, Research, Microsoft Office, PowerPoint, Broadcast, Fundraising, Social Media Marketing, Sales
Education
Southern Methodist University 2010 — 2013
Bachelor of Business Administration (BBA)
New Canaan High School 2006 — 2009
Sanford C. Bernstein May 2013 - May 2013
CNBC June 2011 - July 2011
Levin Capital Strategies July 2010 - July 2010
Skills
Marketing, Public Speaking, Event Planning, Social Networking, Research, Microsoft Office, PowerPoint, Broadcast, Fundraising, Social Media Marketing, Sales
Education
Southern Methodist University 2010 — 2013
Bachelor of Business Administration (BBA)
New Canaan High School 2006 — 2009
Alex Calic Alex Calic's Sanford C. Bernstein Experience 1991 - 1996
Job Chief Revenue Officer at The Media Trust
Industry Internet
Experience
The Media Trust June 2010 - Present
Clearspring Technologies October 2006 - February 2010
InPhonic, Inc. October 2001 - October 2006
Coremetrics June 2000 - August 2000
Assal Corp. January 1999 - June 1999
ING BARING FURMAN SELZ LLC April 1998 - December 1998
Robertson Stephens 1996 - 1998
Sanford C. Bernstein 1991 - 1996
Skills
Mobile, Online Advertising, Video, Social Media, Product Launches, E-commerce, Mergers, Digital Marketing, Syndication, Start-ups, Advertising, Web 2.0, Publishing, Entrepreneurship, Business Strategy, Mobile Devices, Web Analytics, Marketing, Mergers & Acquisitions, Product Launch, Analytics, Business Development, Digital Media, Strategy, Product Management, Mobile Advertising, Venture Capital, Strategic Partnerships, Digital Strategy, Business Planning
Education
The Wharton School of Business 1999 — 2001
MBA, Finance and Entrepreneurial Management
Pepperdine University 1990 — 1994
B.S., Business Administration
The Media Trust June 2010 - Present
Clearspring Technologies October 2006 - February 2010
InPhonic, Inc. October 2001 - October 2006
Coremetrics June 2000 - August 2000
Assal Corp. January 1999 - June 1999
ING BARING FURMAN SELZ LLC April 1998 - December 1998
Robertson Stephens 1996 - 1998
Sanford C. Bernstein 1991 - 1996
Skills
Mobile, Online Advertising, Video, Social Media, Product Launches, E-commerce, Mergers, Digital Marketing, Syndication, Start-ups, Advertising, Web 2.0, Publishing, Entrepreneurship, Business Strategy, Mobile Devices, Web Analytics, Marketing, Mergers & Acquisitions, Product Launch, Analytics, Business Development, Digital Media, Strategy, Product Management, Mobile Advertising, Venture Capital, Strategic Partnerships, Digital Strategy, Business Planning
Education
The Wharton School of Business 1999 — 2001
MBA, Finance and Entrepreneurial Management
Pepperdine University 1990 — 1994
B.S., Business Administration
Ken Yu Ken Yu's Sanford C. Bernstein Experience January 1995 - January 1996
Job Sr. Application Architect at Southern California Edison
Industry Information Technology and Services
Experience
Southern California Edison June 2008 - Present
Countrywide Bank April 2007 - June 2008
Countrywide Bank June 2004 - April 2007
Countrywide Servicing System Development January 2001 - May 2004
Countrywide Home Loans February 1998 - January 2001
The Walt Disney Company January 1996 - January 1998
Sanford C. Bernstein January 1995 - January 1996
Skills
Web Development, Windows, Programming, SOAP, VBA, Enterprise Architecture, Requirements Analysis, Microsoft SQL Server, Integration, Web Services, Business Analysis, .NET, SOA, Software Development, SQL, Visio, Architecture, Agile Methodologies, SharePoint, SDLC, Software Project..., CISSP, Business Intelligence, IIS, Web Applications, Oracle, Solution Architecture, Databases, Visual Studio, Scrum, Linux, Unix, XML, JavaScript, IT Strategy, Database Design, Systems Analysis, Agile Project Management, Data Warehousing, Requirements Gathering, UML, C#, Application Architecture, Data Modeling, Java Enterprise Edition, ASP.NET, PL/SQL, Architectures, Software Design, System Architecture
Education
New Jersey Institute of Technology 1990 — 1992
MS, Computer Science
Tianjin University 1984 — 1988
BS, Precision Instrument and Optoelectronics Engineering
Southern California Edison June 2008 - Present
Countrywide Bank April 2007 - June 2008
Countrywide Bank June 2004 - April 2007
Countrywide Servicing System Development January 2001 - May 2004
Countrywide Home Loans February 1998 - January 2001
The Walt Disney Company January 1996 - January 1998
Sanford C. Bernstein January 1995 - January 1996
Skills
Web Development, Windows, Programming, SOAP, VBA, Enterprise Architecture, Requirements Analysis, Microsoft SQL Server, Integration, Web Services, Business Analysis, .NET, SOA, Software Development, SQL, Visio, Architecture, Agile Methodologies, SharePoint, SDLC, Software Project..., CISSP, Business Intelligence, IIS, Web Applications, Oracle, Solution Architecture, Databases, Visual Studio, Scrum, Linux, Unix, XML, JavaScript, IT Strategy, Database Design, Systems Analysis, Agile Project Management, Data Warehousing, Requirements Gathering, UML, C#, Application Architecture, Data Modeling, Java Enterprise Edition, ASP.NET, PL/SQL, Architectures, Software Design, System Architecture
Education
New Jersey Institute of Technology 1990 — 1992
MS, Computer Science
Tianjin University 1984 — 1988
BS, Precision Instrument and Optoelectronics Engineering
Laura Burg Laura Burg's Sanford C. Bernstein Experience September 2005 - January 2015
Job Global Head of Campus Recruiting at AB
Industry Investment Management
Experience
AB July 2015 - Present
Bernstein Research January 2015 - July 2015
Sanford C. Bernstein September 2005 - January 2015
Credit Suisse First Boston 2001 - 2005
Morgan Stanley July 2000 - April 2001
Education
Oberlin College 1996 — 1999
BA, Sociology
George School
AB July 2015 - Present
Bernstein Research January 2015 - July 2015
Sanford C. Bernstein September 2005 - January 2015
Credit Suisse First Boston 2001 - 2005
Morgan Stanley July 2000 - April 2001
Education
Oberlin College 1996 — 1999
BA, Sociology
George School
Eric Heer Eric Heer's Sanford C. Bernstein Experience 2004 - 2007
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services May 2007 - Present
Sanford C. Bernstein 2004 - 2007
Various Medical Device Companies 1989 - 2004
Education
Stanford University 1982 — 1986
BS, Honors, Biology
University of California, Los Angeles 1986 — 1988
MS, Kinesiology
Pepperdine University 1989 — 1991
MBA, Finance
Capital Group Private Client Services May 2007 - Present
Sanford C. Bernstein 2004 - 2007
Various Medical Device Companies 1989 - 2004
Education
Stanford University 1982 — 1986
BS, Honors, Biology
University of California, Los Angeles 1986 — 1988
MS, Kinesiology
Pepperdine University 1989 — 1991
MBA, Finance
Sheldon Brandau, CFA, CAIA Sheldon Brandau, CFA, CAIA's Sanford C. Bernstein Experience 1994 - 1998
Job Director, Senior Portfolio Manager
Industry Financial Services
Experience
City National Rochdale 2009 - Present
Merrill Lynch 2004 - 2009
Kaplan 2002 - 2008
State Street Corporation 2000 - 2004
Sanford C. Bernstein 1994 - 1998
Skills
Alternative Investments, Portfolio Management, Investments, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, Statistics
Purdue University 1989 — 1994
BS, Management
City National Rochdale 2009 - Present
Merrill Lynch 2004 - 2009
Kaplan 2002 - 2008
State Street Corporation 2000 - 2004
Sanford C. Bernstein 1994 - 1998
Skills
Alternative Investments, Portfolio Management, Investments, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, Statistics
Purdue University 1989 — 1994
BS, Management
Llewellyn Miller Llewellyn Miller's Sanford C. Bernstein Experience 1990 - 1992
Job Manager of Financing and Business Development, CMF Global, Inc.
Industry Wholesale
Experience
CMF Global, Inc. October 2010 - Present
Stochastic Decisions January 2009 - Present
City of Claremont, California March 2001 - March 2005
OFHEO 1995 - 1998
Republic National Bank of New York June 1993 - August 1995
Sanford C. Bernstein 1990 - 1992
Drexel Burnham Lambert 1984 - 1990
Skills
Fixed Income, Portfolio Management, Corporate Finance, Capital Markets, Investments, Strategy, Business Development, Analysis, Finance, Venture Capital, Private Equity, Asset Management, Financial Structuring, Valuation
Education
Stanford University 1972 — 1975
M.S., Engineering-Economic Systems
Yale University 1966 — 1972
B.A., Operations Research, Math and Statistics
Bronx High School of Science 1963 — 1966
CMF Global, Inc. October 2010 - Present
Stochastic Decisions January 2009 - Present
City of Claremont, California March 2001 - March 2005
OFHEO 1995 - 1998
Republic National Bank of New York June 1993 - August 1995
Sanford C. Bernstein 1990 - 1992
Drexel Burnham Lambert 1984 - 1990
Skills
Fixed Income, Portfolio Management, Corporate Finance, Capital Markets, Investments, Strategy, Business Development, Analysis, Finance, Venture Capital, Private Equity, Asset Management, Financial Structuring, Valuation
Education
Stanford University 1972 — 1975
M.S., Engineering-Economic Systems
Yale University 1966 — 1972
B.A., Operations Research, Math and Statistics
Bronx High School of Science 1963 — 1966
William Catlin William Catlin's Sanford C. Bernstein Experience 1990 - 1994
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Thomson Reuters December 2008 - June 2013
Thomson Reuters 2004 - 2008
Thomson Reuters 2001 - 2004
Thomson Reuters 2000 - 2001
Funds Distributor, Inc. (acquired by Bisys 2002, Citi 2006, Foreside 2007) 1997 - 2001
State Street Research (acquired by BlackRock 2004) 1994 - 1997
Sanford C. Bernstein 1990 - 1994
Skills
Equities, Asset Managment, Financial Services, Mutual Funds, Investments, Financial Markets, Securities, Relationship Management, Wealth Management, Portfolio Management, Capital Markets, Fixed Income, Strategy, Business Analysis, Mergers & Acquisitions, Business Development, Competitive Analysis, Risk Management, Bloomberg, Leadership, Trading, CRM, Asset Management, Start-ups, Finance, Cross-functional Team..., Product Management
Education
Northwestern University 1986 — 1990
Bachelor of Arts (B.A.)
J.P. Morgan June 2013 - Present
Thomson Reuters December 2008 - June 2013
Thomson Reuters 2004 - 2008
Thomson Reuters 2001 - 2004
Thomson Reuters 2000 - 2001
Funds Distributor, Inc. (acquired by Bisys 2002, Citi 2006, Foreside 2007) 1997 - 2001
State Street Research (acquired by BlackRock 2004) 1994 - 1997
Sanford C. Bernstein 1990 - 1994
Skills
Equities, Asset Managment, Financial Services, Mutual Funds, Investments, Financial Markets, Securities, Relationship Management, Wealth Management, Portfolio Management, Capital Markets, Fixed Income, Strategy, Business Analysis, Mergers & Acquisitions, Business Development, Competitive Analysis, Risk Management, Bloomberg, Leadership, Trading, CRM, Asset Management, Start-ups, Finance, Cross-functional Team..., Product Management
Education
Northwestern University 1986 — 1990
Bachelor of Arts (B.A.)
Laurence Bertan Laurence Bertan's Sanford C. Bernstein Experience December 2000 - June 2006
Job SVP, Director of Compliance at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2004 - Present
SIFMA 2014 - Present
Sanford C. Bernstein December 2000 - June 2006
Sanford C. Bernstein June 1998 - December 2000
Oppenheimer & Co. March 1993 - June 1998
Price Waterhouse August 1983 - June 1992
Skills
Securities, Hedge Funds, Mutual Funds, AML, Series 7, Investment Management, Broker-Dealer, Dodd-Frank, Commodity Pools, Investment Advisory, FINRA, Investments, Wealth Management, Trading, Auditing, Investment Banking, Series 14 and 24, Asset Management
Education
Lehigh University - College of Business and Economics 1979 — 1983
BS, Accounting and Finance
AllianceBernstein June 2004 - Present
SIFMA 2014 - Present
Sanford C. Bernstein December 2000 - June 2006
Sanford C. Bernstein June 1998 - December 2000
Oppenheimer & Co. March 1993 - June 1998
Price Waterhouse August 1983 - June 1992
Skills
Securities, Hedge Funds, Mutual Funds, AML, Series 7, Investment Management, Broker-Dealer, Dodd-Frank, Commodity Pools, Investment Advisory, FINRA, Investments, Wealth Management, Trading, Auditing, Investment Banking, Series 14 and 24, Asset Management
Education
Lehigh University - College of Business and Economics 1979 — 1983
BS, Accounting and Finance
Derrick Sung Derrick Sung's Sanford C. Bernstein Experience February 2008 - April 2015
Job Executive Vice President, Strategy & Corporate Development at iRhythm Technologies, Inc.
Industry Medical Devices
Experience
iRhythm Technologies, Inc. May 2015 - Present
Sanford C. Bernstein February 2008 - April 2015
Boston Scientific 2004 - 2008
The Boston Consulting Group 2000 - 2004
Guidant, Devices for Vascular Intervention 1994 - 1995
Nellcor 1993 - 1993
Advanced Cardiovascular Systems 1992 - 1992
Education
University of California, San Diego 1995 — 2001
Ph.D., Bioengineering
San Diego State University-California State University 1998 — 1999
MBA
Stanford University 1990 — 1994
B.S., Mechanical Engineering
iRhythm Technologies, Inc. May 2015 - Present
Sanford C. Bernstein February 2008 - April 2015
Boston Scientific 2004 - 2008
The Boston Consulting Group 2000 - 2004
Guidant, Devices for Vascular Intervention 1994 - 1995
Nellcor 1993 - 1993
Advanced Cardiovascular Systems 1992 - 1992
Education
University of California, San Diego 1995 — 2001
Ph.D., Bioengineering
San Diego State University-California State University 1998 — 1999
MBA
Stanford University 1990 — 1994
B.S., Mechanical Engineering
Vicki Sanches Vicki Sanches's Sanford C. Bernstein Experience 1987 - 1989
Job President at Build It Marketing
Industry Marketing and Advertising
Experience
Build It Marketing August 2015 - Present
Shemin (company acquired by Atlanta-based John Deere: Feb 2015) July 2013 - February 2015
Alliant Cooperative Data Solutions September 2012 - May 2013
Sanches Communications 1994 - November 2011
Salomon Brothers / Citigroup 1991 - 1994
(Freelance) 1989 - 1991
Sanford C. Bernstein 1987 - 1989
Skills
Creative Direction, Graphics, Corporate Identity, Art Direction, Stationery, Visual Communication, Print Collateral, Logo Design, Corporate Branding, Invitations, Concept Development, Brand Development, Print Production, Web Design, Creative Strategy, Communication Design, Brochures, Copywriting, Marketing, Graphic Design, Direct Marketing, Newsletters, Lead Generation, Advertising, Corporate Communications, Integrated Marketing, Social Media, Press Releases, Strategy, Marketing Communications, Internal Communications, Digital Marketing, Public Relations, Email Marketing, Online Marketing, Market Research, Direct Mail, Marketing Strategy, Social Media Marketing, SEO, Content Strategy, Content Development, Management, Leadership, New Business Development, Online Advertising, Market Planning, Sales, Marketing Management, B2B
Education
Marymount Manhattan College 1986 — 1990
BA, Marketing
Parsons School of Design
Marketing, Graphic Design, Illustration
Lawrence Elementary, Brookline High School
Build It Marketing August 2015 - Present
Shemin (company acquired by Atlanta-based John Deere: Feb 2015) July 2013 - February 2015
Alliant Cooperative Data Solutions September 2012 - May 2013
Sanches Communications 1994 - November 2011
Salomon Brothers / Citigroup 1991 - 1994
(Freelance) 1989 - 1991
Sanford C. Bernstein 1987 - 1989
Skills
Creative Direction, Graphics, Corporate Identity, Art Direction, Stationery, Visual Communication, Print Collateral, Logo Design, Corporate Branding, Invitations, Concept Development, Brand Development, Print Production, Web Design, Creative Strategy, Communication Design, Brochures, Copywriting, Marketing, Graphic Design, Direct Marketing, Newsletters, Lead Generation, Advertising, Corporate Communications, Integrated Marketing, Social Media, Press Releases, Strategy, Marketing Communications, Internal Communications, Digital Marketing, Public Relations, Email Marketing, Online Marketing, Market Research, Direct Mail, Marketing Strategy, Social Media Marketing, SEO, Content Strategy, Content Development, Management, Leadership, New Business Development, Online Advertising, Market Planning, Sales, Marketing Management, B2B
Education
Marymount Manhattan College 1986 — 1990
BA, Marketing
Parsons School of Design
Marketing, Graphic Design, Illustration
Lawrence Elementary, Brookline High School
Gretchen Glaser O'Kane Gretchen Glaser O'Kane's Sanford C. Bernstein Experience February 1989 - June 1998
Job Bookkeeper
Industry Textiles
Experience
Kelly Builders & Developers May 2015 - Present
Ship Shape Financial September 2013 - Present
Southview Homes, Southview Development, Southview Realty August 2011 - Present
Denali November 2013 - April 2015
Little Silver Board of Education September 2008 - June 2011
Red Bank Regional HS November 2009 - June 2010
Goldman Sachs September 2000 - May 2002
Sanford C. Bernstein February 1989 - June 1998
Skills
Investments, Training, Asset Management, Microsoft Excel, Microsoft Office
Education
Rutgers University-New Brunswick 1984 — 1988
BA, History
Kelly Builders & Developers May 2015 - Present
Ship Shape Financial September 2013 - Present
Southview Homes, Southview Development, Southview Realty August 2011 - Present
Denali November 2013 - April 2015
Little Silver Board of Education September 2008 - June 2011
Red Bank Regional HS November 2009 - June 2010
Goldman Sachs September 2000 - May 2002
Sanford C. Bernstein February 1989 - June 1998
Skills
Investments, Training, Asset Management, Microsoft Excel, Microsoft Office
Education
Rutgers University-New Brunswick 1984 — 1988
BA, History
Hannah Lyons Hannah Lyons's Sanford C. Bernstein Experience August 2013 - October 2014
Job Human Resources Assistant at Christian Dior Couture
Industry Human Resources
Experience
Christian Dior Couture March 2015 - Present
Ross Stores, Inc. December 2014 - March 2015
Sanford C. Bernstein August 2013 - October 2014
LAB Media Group June 2012 - August 2012
Step In 4 Mor August 2011 - December 2011
Camp Towanda June 2009 - August 2011
Skills
Social Media, PowerPoint, Cision, Microsoft Office, Facebook, Public Speaking, Research, Microsoft Word, Microsoft Excel, Teamwork, Event Planning, Social Networking, Advertising, Event Management
Education
Muhlenberg College 2009 — 2013
Communication and Media Studies
Dwight Englewood High School 2006 — 2009
Christian Dior Couture March 2015 - Present
Ross Stores, Inc. December 2014 - March 2015
Sanford C. Bernstein August 2013 - October 2014
LAB Media Group June 2012 - August 2012
Step In 4 Mor August 2011 - December 2011
Camp Towanda June 2009 - August 2011
Skills
Social Media, PowerPoint, Cision, Microsoft Office, Facebook, Public Speaking, Research, Microsoft Word, Microsoft Excel, Teamwork, Event Planning, Social Networking, Advertising, Event Management
Education
Muhlenberg College 2009 — 2013
Communication and Media Studies
Dwight Englewood High School 2006 — 2009
Edward Soffer's Sanford C. Bernstein Experience 2003 - 2004
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2008 - Present
DBRS, Inc. 2005 - 2008
Fitch Ratings 2004 - 2005
Sanford C. Bernstein 2003 - 2004
FleetBoston Financial 1997 - 2002
Skills
Fixed Income, Hedge Funds, Equities, Capital Markets, Derivatives, Portfolio Management, Securities, Investment Banking, Alternative Investments, Bloomberg, Asset Management, Mutual Funds, Valuation, Financial Services, Financial Modeling, Credit Risk, Investments, Series 7
Education
The George Washington University - School of Business 1994 — 1997
MBA / MA - Summa Cum Laude
New York University 1990 — 1994
BA - Cum Laude
Brown Brothers Harriman 2008 - Present
DBRS, Inc. 2005 - 2008
Fitch Ratings 2004 - 2005
Sanford C. Bernstein 2003 - 2004
FleetBoston Financial 1997 - 2002
Skills
Fixed Income, Hedge Funds, Equities, Capital Markets, Derivatives, Portfolio Management, Securities, Investment Banking, Alternative Investments, Bloomberg, Asset Management, Mutual Funds, Valuation, Financial Services, Financial Modeling, Credit Risk, Investments, Series 7
Education
The George Washington University - School of Business 1994 — 1997
MBA / MA - Summa Cum Laude
New York University 1990 — 1994
BA - Cum Laude
Megan Delaney's Sanford C. Bernstein Experience September 2013 - Present
Job Sales Assistant, Institutional Sales at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein September 2013 - Present
Options Group January 2013 - August 2013
UBS Wealth Management May 2012 - December 2012
Scottrade March 2011 - August 2012
Skills
Finance, Financial Services, Data Analysis, Microsoft Word, Microsoft Office, PowerPoint, Social Networking, Database Administration, Encore, Saleslogix, Corporate Access, Equity Research...
Education
Rutgers Business School 2010 — 2013
Bachelor of Science (B.Sc.)
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Bachelor of Science (B.S.)
Sanford C. Bernstein September 2013 - Present
Options Group January 2013 - August 2013
UBS Wealth Management May 2012 - December 2012
Scottrade March 2011 - August 2012
Skills
Finance, Financial Services, Data Analysis, Microsoft Word, Microsoft Office, PowerPoint, Social Networking, Database Administration, Encore, Saleslogix, Corporate Access, Equity Research...
Education
Rutgers Business School 2010 — 2013
Bachelor of Science (B.Sc.)
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Bachelor of Science (B.S.)
REBECCA J CARFI REBECCA J CARFI's Sanford C. Bernstein Experience June 1982 - June 1985
Job Owner, Shop.com Internet Franchise
Industry Internet
Experience
youronlinemall.biz December 2009 - Present
PaineWebber September 1985 - December 1990
Sanford C. Bernstein June 1982 - June 1985
Skills
Change Management, Financial Management, Systems Analysis, Managerial Finance, Public Speaking, Social Media, Strategic Planning, Customer Service, Social Networking, Marketing Strategy, Social Media Marketing, Entrepreneurship, Marketing, Microsoft Office, Process Improvement, Program Management, Business Process..., Start-ups, Management Consulting, Project Management, Management, Business Analysis, Team Leadership, Business Strategy, Project Planning, New Business Development, Training, Business Development, Budgets, Team Building
Education
Rensselaer Polytechnic Institute 1971 — 1977
Master of Science, Computer Science
W.T. Clarke High School 1965 — 1971
youronlinemall.biz December 2009 - Present
PaineWebber September 1985 - December 1990
Sanford C. Bernstein June 1982 - June 1985
Skills
Change Management, Financial Management, Systems Analysis, Managerial Finance, Public Speaking, Social Media, Strategic Planning, Customer Service, Social Networking, Marketing Strategy, Social Media Marketing, Entrepreneurship, Marketing, Microsoft Office, Process Improvement, Program Management, Business Process..., Start-ups, Management Consulting, Project Management, Management, Business Analysis, Team Leadership, Business Strategy, Project Planning, New Business Development, Training, Business Development, Budgets, Team Building
Education
Rensselaer Polytechnic Institute 1971 — 1977
Master of Science, Computer Science
W.T. Clarke High School 1965 — 1971
Sam Shrank Sam Shrank's Sanford C. Bernstein Experience June 2013 - Present
Job U.S. Utilities and Renewables Equity Research, Sanford Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein June 2013 - Present
GreenOrder August 2011 - June 2013
Worldwatch Institute August 2010 - July 2011
Border Green Energy Team September 2009 - April 2010
Education
Stanford University 2008 — 2009
M.S., Civil & Environmental Engineering
Stanford University 2004 — 2009
B.A., Economics
Sanford C. Bernstein June 2013 - Present
GreenOrder August 2011 - June 2013
Worldwatch Institute August 2010 - July 2011
Border Green Energy Team September 2009 - April 2010
Education
Stanford University 2008 — 2009
M.S., Civil & Environmental Engineering
Stanford University 2004 — 2009
B.A., Economics
Vladimir Belinsky Vladimir Belinsky's Sanford C. Bernstein Experience January 1989 - July 1992
Job President at Hermitage Advisors, Regestered Investment Advisor
Industry Investment Management
Experience
Hermitage Advisors June 2003 - Present
Ashbridge Investment Management January 1997 - January 2000
Trust Company of the West January 1994 - March 1996
Sanford C. Bernstein January 1989 - July 1992
Robertson Coleman and Stephens March 1986 - January 1989
Skills
Investment Management, Alternative Investments, Portfolio Management, Investment Advisory, Asset Allocation, Investment Reasearch, Manager Research, Due Diligence, Private Equity, Venture Capital, Multi-generational..., Asset Protection, Strategic Planning, Public Speaking, Investments
Education
Santa Clara University 1973 — 1977
BA, Humanities
Hermitage Advisors June 2003 - Present
Ashbridge Investment Management January 1997 - January 2000
Trust Company of the West January 1994 - March 1996
Sanford C. Bernstein January 1989 - July 1992
Robertson Coleman and Stephens March 1986 - January 1989
Skills
Investment Management, Alternative Investments, Portfolio Management, Investment Advisory, Asset Allocation, Investment Reasearch, Manager Research, Due Diligence, Private Equity, Venture Capital, Multi-generational..., Asset Protection, Strategic Planning, Public Speaking, Investments
Education
Santa Clara University 1973 — 1977
BA, Humanities
Randy Baricaua Randy Baricaua's Sanford C. Bernstein Experience 1999 - 2008
Job Service Management Team Leader triResolve
Industry Financial Services
Experience
TriOptima July 2008 - Present
Sanford C. Bernstein 1999 - 2008
Skills
Hedge Funds, Equities, Derivatives, Trading Systems, Fixed Income, Bloomberg, Middle Office, Microsoft Excel, Leadership, Capital Markets, Credit Derivatives, Financial Markets, Collateral Management
Education
Rutgers University
TriOptima July 2008 - Present
Sanford C. Bernstein 1999 - 2008
Skills
Hedge Funds, Equities, Derivatives, Trading Systems, Fixed Income, Bloomberg, Middle Office, Microsoft Excel, Leadership, Capital Markets, Credit Derivatives, Financial Markets, Collateral Management
Education
Rutgers University
Pamela Yamamoto Ireland Pamela Yamamoto Ireland's Sanford C. Bernstein Experience January 1996 - August 1998
Job Assistant Director of Administration, USC International Academy
Industry Education Management
Experience
University of Southern California June 2014 - Present
University of Southern California July 2003 - June 2014
Soka University April 2000 - March 2003
Sanford C. Bernstein January 1996 - August 1998
Skills
Analysis, Program Management, Policy, Management, Leadership, Higher Education, Finance, Teaching, Human Resources, Editing, Research, Nonprofits, Microsoft Office, Budgets
Education
Soka University of America 1998 — 1999
Master of Arts (M.A.) in Second and Foreign Language Education, TESOL
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Arts (B.A.) in Communication
University of Southern California June 2014 - Present
University of Southern California July 2003 - June 2014
Soka University April 2000 - March 2003
Sanford C. Bernstein January 1996 - August 1998
Skills
Analysis, Program Management, Policy, Management, Leadership, Higher Education, Finance, Teaching, Human Resources, Editing, Research, Nonprofits, Microsoft Office, Budgets
Education
Soka University of America 1998 — 1999
Master of Arts (M.A.) in Second and Foreign Language Education, TESOL
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Arts (B.A.) in Communication
Fred Peloso Fred Peloso's Sanford C. Bernstein Experience 2007 - Present
Job Securities Lending at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein 2007 - Present
Sanford C. Bernstein March 1998 - May 2007
FANO Securities November 2003 - November 2004
Skills
Securities Lending, Series 7, Securities, Equities, Series 63, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Capital Markets, Asset Management, Bonds, Equity Trading, Options, Trading Systems, Derivatives, Electronic Trading, Financial Analysis, Financial Modeling, Settlement, Risk Management, Mutual Funds, Finance, Trading, FINRA, Treasury Management
Education
Post University 2010 — 2013
Master of Business Administration (MBA), Corporate Innovation
Stony Brook University 1990 — 1994
Bachelor, History
Iona
Sanford C. Bernstein 2007 - Present
Sanford C. Bernstein March 1998 - May 2007
FANO Securities November 2003 - November 2004
Skills
Securities Lending, Series 7, Securities, Equities, Series 63, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Capital Markets, Asset Management, Bonds, Equity Trading, Options, Trading Systems, Derivatives, Electronic Trading, Financial Analysis, Financial Modeling, Settlement, Risk Management, Mutual Funds, Finance, Trading, FINRA, Treasury Management
Education
Post University 2010 — 2013
Master of Business Administration (MBA), Corporate Innovation
Stony Brook University 1990 — 1994
Bachelor, History
Iona
Lauren Cassle Lauren Cassle's Sanford C. Bernstein Experience June 2010 - January 2012
Job .
Industry Entertainment
Experience
William Morris Endeavor January 2014 - Present
Goldman Sachs June 2012 - Present
Filo & Peri (DJs/Producers) January 2012 - Present
Sanford C. Bernstein June 2010 - January 2012
Education
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Universidad de Alcalá
William Morris Endeavor January 2014 - Present
Goldman Sachs June 2012 - Present
Filo & Peri (DJs/Producers) January 2012 - Present
Sanford C. Bernstein June 2010 - January 2012
Education
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Universidad de Alcalá
Oliver Dickerson Oliver Dickerson's Sanford C. Bernstein Experience February 1995 - March 1996
Job Senior Network Analyst at Hunton & Williams LLP
Industry Legal Services
Experience
Hunton & Williams LLP September 2007 - Present
Hunton & Williams LLP March 1996 - September 2007
Sanford C. Bernstein February 1995 - March 1996
Sanford C. Bernstein October 1993 - February 1995
Skills
Data Center, Windows Server, Active Directory, Citrix, Windows 7, VMware, Disaster Recovery, SharePoint, SCCM, Vendor Management, IT Management, SCOM, SCORCH, SCVMM, Hyper-V, Windows 2012, Windows 8, DHCP, DNS, IT Infrastructure Design, IT Infrastructure..., Network Architecture, MOF, Network Design, System Architecture, System Administration, Solarwinds, Riverbed, OpNet, Network Monitoring Tools, Powershell, Networking, Servers
Education
Westtown 1980 — 1986
Lehigh University
Hunton & Williams LLP September 2007 - Present
Hunton & Williams LLP March 1996 - September 2007
Sanford C. Bernstein February 1995 - March 1996
Sanford C. Bernstein October 1993 - February 1995
Skills
Data Center, Windows Server, Active Directory, Citrix, Windows 7, VMware, Disaster Recovery, SharePoint, SCCM, Vendor Management, IT Management, SCOM, SCORCH, SCVMM, Hyper-V, Windows 2012, Windows 8, DHCP, DNS, IT Infrastructure Design, IT Infrastructure..., Network Architecture, MOF, Network Design, System Architecture, System Administration, Solarwinds, Riverbed, OpNet, Network Monitoring Tools, Powershell, Networking, Servers
Education
Westtown 1980 — 1986
Lehigh University
Aleksandr Rabodzey Aleksandr Rabodzey's Sanford C. Bernstein Experience November 2010 - October 2012
Job Analyst at PFM
Industry Financial Services
Experience
PFM November 2012 - Present
Sanford C. Bernstein November 2010 - October 2012
Campbell Alliance July 2009 - November 2010
Rosetta February 2008 - June 2009
Harvard Medical School July 2007 - December 2007
CNRS/Harvard Medical School July 2006 - July 2007
MIT 2001 - 2006
Skills
CAIA, Biotechnology, Lifesciences, Financial Modeling, Data Analysis, Market Research, Statistics
Education
Massachusetts Institute of Technology 2001 — 2006
Ph.D., Bioengineering
Moscow Institute of Physics and Technology (State University) (MIPT) 1997 — 2001
B.S., Physics and Applied Mathematics
PFM November 2012 - Present
Sanford C. Bernstein November 2010 - October 2012
Campbell Alliance July 2009 - November 2010
Rosetta February 2008 - June 2009
Harvard Medical School July 2007 - December 2007
CNRS/Harvard Medical School July 2006 - July 2007
MIT 2001 - 2006
Skills
CAIA, Biotechnology, Lifesciences, Financial Modeling, Data Analysis, Market Research, Statistics
Education
Massachusetts Institute of Technology 2001 — 2006
Ph.D., Bioengineering
Moscow Institute of Physics and Technology (State University) (MIPT) 1997 — 2001
B.S., Physics and Applied Mathematics
Kari Bishop Kari Bishop's Sanford C. Bernstein Experience March 2011 - Present
Job Institutional Sales/Marketing at Sanford C. Bernstein
Industry Investment Management
Experience
Sanford C. Bernstein March 2011 - Present
Nevada Wild Fest (Lili Claire Communications) August 2010 - November 2010
The Lili Claire Foundation August 2005 - November 2010
Skills
Event Management, Concert Production, Festival Coordination, Conference Coordination, Music Marketing, Public Relations, Non-Profit Fundraising..., Type 70+ WPM, Intermediate...
Education
Pepperdine University 2001 — 2004
Bachelor of Arts (B.A.), Spanish
Sanford C. Bernstein March 2011 - Present
Nevada Wild Fest (Lili Claire Communications) August 2010 - November 2010
The Lili Claire Foundation August 2005 - November 2010
Skills
Event Management, Concert Production, Festival Coordination, Conference Coordination, Music Marketing, Public Relations, Non-Profit Fundraising..., Type 70+ WPM, Intermediate...
Education
Pepperdine University 2001 — 2004
Bachelor of Arts (B.A.), Spanish
Yvonne Gavrilis's Sanford C. Bernstein Experience 2009 - 2012
Job Institutional Equities Sales
Industry Investment Management
Experience
BMO Capital Markets December 2013 - Present
KeyBanc Capital Markets 2012 - October 2013
Sanford C. Bernstein 2009 - 2012
Goldman Sachs 2006 - 2008
Standard & Poor's June 2005 - August 2005
U.S. House of Representatives 2002 - 2004
Education
New York University 2004 — 2006
MPA, Finance
Stanford University 2001 — 2002
MA, Sociology
Stanford University 1997 — 2001
BA, International Relations
BMO Capital Markets December 2013 - Present
KeyBanc Capital Markets 2012 - October 2013
Sanford C. Bernstein 2009 - 2012
Goldman Sachs 2006 - 2008
Standard & Poor's June 2005 - August 2005
U.S. House of Representatives 2002 - 2004
Education
New York University 2004 — 2006
MPA, Finance
Stanford University 2001 — 2002
MA, Sociology
Stanford University 1997 — 2001
BA, International Relations
Ashleigh Mitchell Ashleigh Mitchell's Sanford C. Bernstein Experience 2003 - 2005
Job Director of Strategic Accounts at Veredus
Industry Staffing and Recruiting
Experience
Veredus December 2014 - Present
Veredus Corporation September 2011 - Present
Kforce February 2009 - August 2011
Kforce May 2006 - February 2009
International Strategy and Investments 2005 - 2006
Sanford C. Bernstein 2003 - 2005
Education
Southern Methodist University 1999 — 2003
B.S., Economics with Financial Applications
Palm Beach Gardens High School 1995 — 1999
Veredus December 2014 - Present
Veredus Corporation September 2011 - Present
Kforce February 2009 - August 2011
Kforce May 2006 - February 2009
International Strategy and Investments 2005 - 2006
Sanford C. Bernstein 2003 - 2005
Education
Southern Methodist University 1999 — 2003
B.S., Economics with Financial Applications
Palm Beach Gardens High School 1995 — 1999
Josh Wishnick's Sanford C. Bernstein Experience 2006 - 2008
Job Capital Markets @ OnDeck
Industry Internet
Experience
OnDeck July 2012 - Present
Kellogg School of Management 2010 - 2012
Sal. Oppenheim 2008 - 2010
Sanford C. Bernstein 2006 - 2008
BearingPoint 2005 - 2006
Skills
Business Strategy, New Business Development, Market Research, E-commerce, Product Development, Marketing Strategy, Financial Modeling, Banking, Business Intelligence, Business Analysis, Process Improvement, Management Consulting, Change Management, Start-ups, Sales, Strategic Partnerships, Business Development, Venture Capital, Marketing, Finance, Project Management, Competitive Analysis, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Management & Strategy, Marketing, Entrepreneurship & Innovation
University of Maryland College Park
Bachelor of Science, Finance
OnDeck July 2012 - Present
Kellogg School of Management 2010 - 2012
Sal. Oppenheim 2008 - 2010
Sanford C. Bernstein 2006 - 2008
BearingPoint 2005 - 2006
Skills
Business Strategy, New Business Development, Market Research, E-commerce, Product Development, Marketing Strategy, Financial Modeling, Banking, Business Intelligence, Business Analysis, Process Improvement, Management Consulting, Change Management, Start-ups, Sales, Strategic Partnerships, Business Development, Venture Capital, Marketing, Finance, Project Management, Competitive Analysis, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Management & Strategy, Marketing, Entrepreneurship & Innovation
University of Maryland College Park
Bachelor of Science, Finance
Laura Colberg, MS Laura Colberg, MS's Sanford C. Bernstein Experience August 2009 - March 2011
Job Estee Lauder and Tom Ford North America at Estee Lauder
Industry Marketing and Advertising
Experience
Estee Lauder October 2012 - Present
Northern Trust March 2011 - October 2012
Sanford C. Bernstein August 2009 - March 2011
RAPP July 2008 - December 2008
Travel + Leisure Magazine July 2007 - December 2007
CSN Stores July 2006 - December 2006
Skills
Marketing, Social Media, Market Research, Marketing Strategy, Marketing Communications, Microsoft Excel, Account Management, PowerPoint, Public Relations, Event Management, Management, Sales, Email Marketing, Product Marketing
Education
New York University 2012 — 2015
Masters, PR and Corporate Communications
Northeastern University 2004 — 2009
BS, Marketing and Management
Estee Lauder October 2012 - Present
Northern Trust March 2011 - October 2012
Sanford C. Bernstein August 2009 - March 2011
RAPP July 2008 - December 2008
Travel + Leisure Magazine July 2007 - December 2007
CSN Stores July 2006 - December 2006
Skills
Marketing, Social Media, Market Research, Marketing Strategy, Marketing Communications, Microsoft Excel, Account Management, PowerPoint, Public Relations, Event Management, Management, Sales, Email Marketing, Product Marketing
Education
New York University 2012 — 2015
Masters, PR and Corporate Communications
Northeastern University 2004 — 2009
BS, Marketing and Management
Christina Yu's Sanford C. Bernstein Experience June 2013 - August 2013
Job Senior Project Analyst at ETG International
Industry Investment Management
Experience
ETG International July 2014 - Present
The Global LPG Partnership July 2014 - Present
Sanford C. Bernstein June 2013 - August 2013
Yahoo June 2012 - July 2012
CMR Consulting February 2011 - July 2011
Skills
Private Equity, Market Entry, Due Diligence, Chinese, Economics, Financial Modeling, Finance
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Economics, cum laude
Island School
ETG International July 2014 - Present
The Global LPG Partnership July 2014 - Present
Sanford C. Bernstein June 2013 - August 2013
Yahoo June 2012 - July 2012
CMR Consulting February 2011 - July 2011
Skills
Private Equity, Market Entry, Due Diligence, Chinese, Economics, Financial Modeling, Finance
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Economics, cum laude
Island School
Brian Krantz Brian Krantz's Sanford C. Bernstein Experience April 1994 - March 2010
Job Vice President, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2012 - Present
Sanford C. Bernstein April 1994 - March 2010
Skills
Series 7, Series 63, Series 55
Education
New York Law School 1990 — 1992
JD
The George Washington University 1985 — 1989
BBA, Finance
J.P. Morgan January 2012 - Present
Sanford C. Bernstein April 1994 - March 2010
Skills
Series 7, Series 63, Series 55
Education
New York Law School 1990 — 1992
JD
The George Washington University 1985 — 1989
BBA, Finance
Pete Agresta's Sanford C. Bernstein Experience February 2006 - December 2014
Job Selling & building the gotomarket strategy and team for Skyport
Industry Financial Services
Experience
Skyport Systems February 2015 - Present
Two Roads Software. January 2014 - Present
Sanford C. Bernstein February 2006 - December 2014
Cisco Systems July 1998 - February 2006
Digital Network Associates 1994 - 1998
Skills
Channel Partners, Business Planning, Alternative Investments, Sales, Mergers & Acquisitions, Operations Management, Strategy, CRM, Investments, Management, Equities, Asset Management, Financial Modeling, Professional Services, Hedge Funds, SaaS, Business Development, Portfolio Management, Series 7, Start-ups, Business Strategy, Strategic Partnerships, Financial Services, Service Delivery, Private Equity, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA
Siena College
BA
Skyport Systems February 2015 - Present
Two Roads Software. January 2014 - Present
Sanford C. Bernstein February 2006 - December 2014
Cisco Systems July 1998 - February 2006
Digital Network Associates 1994 - 1998
Skills
Channel Partners, Business Planning, Alternative Investments, Sales, Mergers & Acquisitions, Operations Management, Strategy, CRM, Investments, Management, Equities, Asset Management, Financial Modeling, Professional Services, Hedge Funds, SaaS, Business Development, Portfolio Management, Series 7, Start-ups, Business Strategy, Strategic Partnerships, Financial Services, Service Delivery, Private Equity, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA
Siena College
BA
Piyush Sharma's Sanford C. Bernstein Experience 2005 - 2006
Job Cofounder and Portfolio Manager at Metis Capital Management
Industry Investment Management
Experience
Metis Capital Management January 2014 - Present
Globe Minerva Fund June 2010 - May 2015
Contravest Associates July 2008 - May 2011
Longbow Research January 2007 - July 2008
Sanford C. Bernstein 2005 - 2006
Avondale Partners June 2004 - July 2005
BSE August 2000 - July 2002
Citigroup GCB June 1999 - July 2000
Skills
Equity Research, Equities, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Investments, Portfolio Management, Investment Banking, Asset Managment, Private Equity, Equity Valuation, Corporate Finance, Financial Analysis, Bloomberg, Economics, Emerging Markets, Investment Strategies, Investment Management, Alternative Investments, Mergers, Trading, Derivatives, Series 7, Fixed Income, Equity Capital Markets, Bonds, Securities, Due Diligence, Mutual Funds, Financial Services, Risk Management, Financial Markets, Hedging, Venture Capital, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Investment Management
Motilal Nehru National Institute Of Technology 1997 — 1999
MS
St. Joseph's College 1982 — 1993
High School
Metis Capital Management January 2014 - Present
Globe Minerva Fund June 2010 - May 2015
Contravest Associates July 2008 - May 2011
Longbow Research January 2007 - July 2008
Sanford C. Bernstein 2005 - 2006
Avondale Partners June 2004 - July 2005
BSE August 2000 - July 2002
Citigroup GCB June 1999 - July 2000
Skills
Equity Research, Equities, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Investments, Portfolio Management, Investment Banking, Asset Managment, Private Equity, Equity Valuation, Corporate Finance, Financial Analysis, Bloomberg, Economics, Emerging Markets, Investment Strategies, Investment Management, Alternative Investments, Mergers, Trading, Derivatives, Series 7, Fixed Income, Equity Capital Markets, Bonds, Securities, Due Diligence, Mutual Funds, Financial Services, Risk Management, Financial Markets, Hedging, Venture Capital, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Investment Management
Motilal Nehru National Institute Of Technology 1997 — 1999
MS
St. Joseph's College 1982 — 1993
High School
Lori Dorr's Sanford C. Bernstein Experience 1998 - 2000
Job
Industry Publishing
Experience
Jewish Review of Books December 2012 - Present
Jewish Review of Books June 2008 - November 2012
The New Republic January 2004 - August 2008
Bernstein Investment Research & Management 2000 - 2001
Sanford C. Bernstein 1998 - 2000
Sanford C. Bernstein 1996 - 1998
Skills
Magazines, Direct Mail, Publishing, Digital Media, New Business Development, Online Advertising, Digital Strategy, Social Media, Integrated Marketing, Publications, Advertising, Audience Development, New Media, Advertising Sales, Social Media Marketing, Marketing Communications, Digital Marketing, Editorial, Public Relations, Online Marketing, Management, Brand Development, Content Development, Marketing, Direct Marketing
Education
Stanford University 1992 — 1996
Bachelor of Arts (B.A.), Communication
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance and Marketing
Jewish Review of Books December 2012 - Present
Jewish Review of Books June 2008 - November 2012
The New Republic January 2004 - August 2008
Bernstein Investment Research & Management 2000 - 2001
Sanford C. Bernstein 1998 - 2000
Sanford C. Bernstein 1996 - 1998
Skills
Magazines, Direct Mail, Publishing, Digital Media, New Business Development, Online Advertising, Digital Strategy, Social Media, Integrated Marketing, Publications, Advertising, Audience Development, New Media, Advertising Sales, Social Media Marketing, Marketing Communications, Digital Marketing, Editorial, Public Relations, Online Marketing, Management, Brand Development, Content Development, Marketing, Direct Marketing
Education
Stanford University 1992 — 1996
Bachelor of Arts (B.A.), Communication
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance and Marketing
Pamela McGonigal's Sanford C. Bernstein Experience 1996 - 2001
Job Acquisition Process Coordinator at Federal Highway Administration
Industry Government Administration
Experience
Federal Highway Administration July 2013 - Present
NOAA May 2009 - July 2013
Program Management Associates July 2004 - May 2009
AllianceBernstein 2000 - 2002
Sanford C. Bernstein 1996 - 2001
OfficeMax 1992 - 1995
Skills
Program Management, Project Management, Project Planning, Strategic Planning, Business Process..., PMP, Vendor Management, Integration, Process Improvement, IT Strategy, Government, Budgets, Business Analysis, Analysis, Risk Management, Governance
Education
Kent State University 1986 — 1991
Kent State University 1986 — 1991
Business
Federal Highway Administration July 2013 - Present
NOAA May 2009 - July 2013
Program Management Associates July 2004 - May 2009
AllianceBernstein 2000 - 2002
Sanford C. Bernstein 1996 - 2001
OfficeMax 1992 - 1995
Skills
Program Management, Project Management, Project Planning, Strategic Planning, Business Process..., PMP, Vendor Management, Integration, Process Improvement, IT Strategy, Government, Budgets, Business Analysis, Analysis, Risk Management, Governance
Education
Kent State University 1986 — 1991
Kent State University 1986 — 1991
Business
Henry Loughran's Sanford C. Bernstein Experience August 2005 - March 2008
Job Managing Director at Agecroft Partners, LLC
Industry Investment Management
Experience
Agecroft Partners, LLC August 2010 - Present
Historic Rehabilitation Associates 2009 - January 2013
Maymont Partners,Inc. March 2008 - August 2010
Sanford C. Bernstein August 2005 - March 2008
Wachovia Securities, Inc 2003 - 2003
UBS December 1998 - May 2002
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Managed Futures, Global Macro, Private Equity, Hedging, Institutional..., Investments, Family Office, Investment Banking
Education
James Madison University - College of Business
BBA Marketing/Finance
Agecroft Partners, LLC August 2010 - Present
Historic Rehabilitation Associates 2009 - January 2013
Maymont Partners,Inc. March 2008 - August 2010
Sanford C. Bernstein August 2005 - March 2008
Wachovia Securities, Inc 2003 - 2003
UBS December 1998 - May 2002
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Managed Futures, Global Macro, Private Equity, Hedging, Institutional..., Investments, Family Office, Investment Banking
Education
James Madison University - College of Business
BBA Marketing/Finance
Edmund Caraceni's Sanford C. Bernstein Experience December 1993 - July 2007
Job Senior Developer at TradingScreen, Inc.
Industry Financial Services
Experience
TradingScreen, Inc. July 2009 - Present
Lava Trading July 2007 - July 2010
Sanford C. Bernstein December 1993 - July 2007
Datalogix 1988 - 1993
Skills
Account Management, Trading, Equity Trading, Trading Systems, Market Data, Java, SQL, System Architecture, Unix, Software Development, Sybase, C#, Equities, Microsoft SQL Server, Portfolio Management
Education
State University of New York Maritime College 1982 — 1986
BS, Computer Science
Bronx HS of Science 1978 — 1982
TradingScreen, Inc. July 2009 - Present
Lava Trading July 2007 - July 2010
Sanford C. Bernstein December 1993 - July 2007
Datalogix 1988 - 1993
Skills
Account Management, Trading, Equity Trading, Trading Systems, Market Data, Java, SQL, System Architecture, Unix, Software Development, Sybase, C#, Equities, Microsoft SQL Server, Portfolio Management
Education
State University of New York Maritime College 1982 — 1986
BS, Computer Science
Bronx HS of Science 1978 — 1982
Frank Hourigan's Sanford C. Bernstein Experience January 2008 - Present
Job Director AB Bernstein Institutional Sales
Industry Financial Services
Experience
AB Bernstein January 2015 - Present
Sanford C. Bernstein January 2008 - Present
Neurocrine Biosciences March 2005 - January 2008
AstraZeneca Pharmaceuticals August 1997 - March 2005
AstraZeneca September 2000 - January 2002
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
MBA, Marketing
University of Scranton 1993 — 1997
AB Bernstein January 2015 - Present
Sanford C. Bernstein January 2008 - Present
Neurocrine Biosciences March 2005 - January 2008
AstraZeneca Pharmaceuticals August 1997 - March 2005
AstraZeneca September 2000 - January 2002
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
MBA, Marketing
University of Scranton 1993 — 1997
Steve Yoo's Sanford C. Bernstein Experience October 2005 - March 2007
Job Analyst at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital 2014 - Present
Amgen 2013 - 2014
Leerink Swann 2008 - 2012
UBS 2007 - 2008
Sanford C. Bernstein October 2005 - March 2007
Education
Massachusetts Institute of Technology
BS, Biology
Surveyor Capital 2014 - Present
Amgen 2013 - 2014
Leerink Swann 2008 - 2012
UBS 2007 - 2008
Sanford C. Bernstein October 2005 - March 2007
Education
Massachusetts Institute of Technology
BS, Biology
Jane Oberle's Sanford C. Bernstein Experience February 2001 - April 2003
Job Director, RTW Merchandising at Tory Burch
Industry Retail
Experience
Tory Burch July 2013 - Present
Oscar de la Renta January 2011 - December 2012
J Crew July 2005 - January 2011
Michael Kors June 2004 - August 2004
Sanford C. Bernstein February 2001 - April 2003
Saks Fifth Avenue September 1999 - December 2000
Skills
Retail, Merchandising, Apparel, Fashion, Trend Analysis, Competitive Analysis, Trend, Product Development, E-commerce, Forecasting, Multi-channel Retail, Assortment
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA, Business
Stanford University 1995 — 1999
BA, Political Science
Tory Burch July 2013 - Present
Oscar de la Renta January 2011 - December 2012
J Crew July 2005 - January 2011
Michael Kors June 2004 - August 2004
Sanford C. Bernstein February 2001 - April 2003
Saks Fifth Avenue September 1999 - December 2000
Skills
Retail, Merchandising, Apparel, Fashion, Trend Analysis, Competitive Analysis, Trend, Product Development, E-commerce, Forecasting, Multi-channel Retail, Assortment
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA, Business
Stanford University 1995 — 1999
BA, Political Science
Jay Olson's Sanford C. Bernstein Experience May 2008 - July 2012
Job Global Investment Research at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs July 2012 - Present
Sanford C. Bernstein May 2008 - July 2012
Forest Laboratories June 2006 - May 2008
Pfizer 1990 - 2006
Skills
Pharmaceutical Industry, Oncology, Biotechnology, Financial Modeling, Market Research, Competitive Analysis, Forecasting, Lifesciences, Investments, Equity Research, Strategy, Start-ups, Market Analysis, Mergers & Acquisitions, Emerging Markets, Valuation, Life Sciences
Education
Massachusetts Institute of Technology - Sloan School of Management 1988 — 1990
MBA, Finance, Marketing
Massachusetts Institute of Technology 1985 — 1987
MSCEP, Chemical Engineering
Tufts University 1981 — 1985
BS, Chemical Engineering
Goldman Sachs July 2012 - Present
Sanford C. Bernstein May 2008 - July 2012
Forest Laboratories June 2006 - May 2008
Pfizer 1990 - 2006
Skills
Pharmaceutical Industry, Oncology, Biotechnology, Financial Modeling, Market Research, Competitive Analysis, Forecasting, Lifesciences, Investments, Equity Research, Strategy, Start-ups, Market Analysis, Mergers & Acquisitions, Emerging Markets, Valuation, Life Sciences
Education
Massachusetts Institute of Technology - Sloan School of Management 1988 — 1990
MBA, Finance, Marketing
Massachusetts Institute of Technology 1985 — 1987
MSCEP, Chemical Engineering
Tufts University 1981 — 1985
BS, Chemical Engineering
Silvia Trillo's Sanford C. Bernstein Experience 1995 - 1997
Job Portfolio Management, Global MultiAsset Group
Industry Financial Services
Experience
J.P. Morgan October 2011 - Present
JPMorgan Chase November 2008 - September 2011
JPMorgan Private Bank December 2003 - November 2008
Entergy Nuclear Northeast January 2000 - December 2003
J.P. Morgan 1997 - 1999
Sanford C. Bernstein 1995 - 1997
Skills
Mutual Funds, Management, Portfolio Management, Finance, Hedge Funds, Investments, Auditing, Due Diligence, Equities
Education
Tulane University - A.B. Freeman School of Business 1999 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
J.P. Morgan October 2011 - Present
JPMorgan Chase November 2008 - September 2011
JPMorgan Private Bank December 2003 - November 2008
Entergy Nuclear Northeast January 2000 - December 2003
J.P. Morgan 1997 - 1999
Sanford C. Bernstein 1995 - 1997
Skills
Mutual Funds, Management, Portfolio Management, Finance, Hedge Funds, Investments, Auditing, Due Diligence, Equities
Education
Tulane University - A.B. Freeman School of Business 1999 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Alan Polo's Sanford C. Bernstein Experience August 2014 - Present
Job Director, Global Electronic Trading at Sanford C. Bernstein
Industry Capital Markets
Experience
Sanford C. Bernstein August 2014 - Present
ITG October 2008 - August 2014
Lehman Brothers March 2006 - September 2008
ITG, Inc (Investment Technology Group) 2003 - March 2006
ITG 2003 - 2006
Investment Technology Group 2003 - 2006
The Macgregor Group 2000 - 2003
Linedata Services 1998 - 2001
Scudder 1994 - 1995
Skills
Electronic Trading, EMS, Order Management, Trading Systems, Smart Order Routing, Program Trading, Low Latency, Exchange Connectivity, Execution Management, Equity Trading, Trading, Trading Technology, Trade Execution, Equity Derivatives, Market Data, Execution Management..., Trading System, Equities, Routing, Trading Strategies, Hedge Funds, Bloomberg, Financial Markets, Proprietary Trading, ETFs, FX Options
Education
Northeastern University 1991 — 1996
Bachelors, Finance
Kimball Union Academy 1987 — 1991
High School
Sanford C. Bernstein August 2014 - Present
ITG October 2008 - August 2014
Lehman Brothers March 2006 - September 2008
ITG, Inc (Investment Technology Group) 2003 - March 2006
ITG 2003 - 2006
Investment Technology Group 2003 - 2006
The Macgregor Group 2000 - 2003
Linedata Services 1998 - 2001
Scudder 1994 - 1995
Skills
Electronic Trading, EMS, Order Management, Trading Systems, Smart Order Routing, Program Trading, Low Latency, Exchange Connectivity, Execution Management, Equity Trading, Trading, Trading Technology, Trade Execution, Equity Derivatives, Market Data, Execution Management..., Trading System, Equities, Routing, Trading Strategies, Hedge Funds, Bloomberg, Financial Markets, Proprietary Trading, ETFs, FX Options
Education
Northeastern University 1991 — 1996
Bachelors, Finance
Kimball Union Academy 1987 — 1991
High School
Edward Weller's Sanford C. Bernstein Experience December 1973 - December 1979
Job Managing Director at Sixth Avenue Partners
Industry Investment Banking
Experience
Sixth Avenue Partners October 2010 - Present
1000Museums March 2012 - August 2012
ThinkEquity LLC 2003 - 2011
Robertson Stephens, llc 1993 - December 1999
Montgomery Securities 1986 - 1993
E.F. Hutton 1980 - 1986
Sanford C. Bernstein December 1973 - December 1979
Skills
Equity Valuation, Investment Banking, Equity Research, Private Placements, IPO, Capital Markets, Equities, Private Equity, Valuation, Corporate Development, Financial Modeling, Corporate Finance, Venture Capital, Financial Markets, Series 7, Securities, Asset Managment, Investments, Trading, Mergers, Alternative Investments, Investor Relations, Mergers & Acquisitions, M&A experience, Bloomberg, Asset Management
Education
City University of New York Graduate Center 1969 — 1973
None (ABD), English, Linguistics
Penn State University 1962 — 1969
Bachelor of Arts (B.A.), English, French
Northeast High School 1958 — 1962
Sixth Avenue Partners October 2010 - Present
1000Museums March 2012 - August 2012
ThinkEquity LLC 2003 - 2011
Robertson Stephens, llc 1993 - December 1999
Montgomery Securities 1986 - 1993
E.F. Hutton 1980 - 1986
Sanford C. Bernstein December 1973 - December 1979
Skills
Equity Valuation, Investment Banking, Equity Research, Private Placements, IPO, Capital Markets, Equities, Private Equity, Valuation, Corporate Development, Financial Modeling, Corporate Finance, Venture Capital, Financial Markets, Series 7, Securities, Asset Managment, Investments, Trading, Mergers, Alternative Investments, Investor Relations, Mergers & Acquisitions, M&A experience, Bloomberg, Asset Management
Education
City University of New York Graduate Center 1969 — 1973
None (ABD), English, Linguistics
Penn State University 1962 — 1969
Bachelor of Arts (B.A.), English, French
Northeast High School 1958 — 1962
Jessica Lively, JD, CAMS's Sanford C. Bernstein Experience July 1997 - July 1999
Job Vice President/Compliance Manager at JPMorgan Chase & Co.
Industry Legal Services
Experience
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase September 2013 - Present
Cadwalader, Wickersham & Taft LLP September 2002 - July 2013
Rockland County District Attorney's Office June 2000 - August 2000
Sanford C. Bernstein July 1997 - July 1999
Saveur Magazine 1997 - 1998
Skills
Securities Litigation, Litigation, Commercial Litigation, Legal Research, Civil Litigation, Class Actions, Legal Writing, Securities Regulation, Appeals, Trials, Legal Discovery, Internal Investigations, CAMS, Anti Money Laundering, Anti-corruption, Enforcement, FCPA, OFAC
Education
Association of Certified Anti-Money Laundering Specialist, CAMS 2013 — 2013
Tulane University Law School 1999 — 2002
JD, Law
Ithaca College 1992 — 1996
Bachelor of Science (BS), Applied Psychology
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase September 2013 - Present
Cadwalader, Wickersham & Taft LLP September 2002 - July 2013
Rockland County District Attorney's Office June 2000 - August 2000
Sanford C. Bernstein July 1997 - July 1999
Saveur Magazine 1997 - 1998
Skills
Securities Litigation, Litigation, Commercial Litigation, Legal Research, Civil Litigation, Class Actions, Legal Writing, Securities Regulation, Appeals, Trials, Legal Discovery, Internal Investigations, CAMS, Anti Money Laundering, Anti-corruption, Enforcement, FCPA, OFAC
Education
Association of Certified Anti-Money Laundering Specialist, CAMS 2013 — 2013
Tulane University Law School 1999 — 2002
JD, Law
Ithaca College 1992 — 1996
Bachelor of Science (BS), Applied Psychology
Jeff Jagard's Sanford C. Bernstein Experience January 2007 - November 2014
Job Managing Partner at JDW Partners
Industry Investment Management
Experience
JDW Partners November 2014 - Present
Sanford C. Bernstein January 2007 - November 2014
Metropolitan Life September 2002 - September 2006
Skills
Investments, Series 7, Asset Managment, Series 63, Hedge Funds, Financial Modeling, Asset Allocation, Alternative Investments, Portfolio Management, Equities, Mutual Funds, Fixed Income, Investment Strategies, Investment Management, Private Equity, Financial Analysis, Asset Management, Risk Management, Wealth, Investment Banking, Wealth Management, Options, Retirement Planning, Mergers & Acquisitions, Due Diligence, Employee Benefits, Trading Systems, Electronic Trading, Disability Insurance, Proprietary Trading, Securities, 401k, ETFs, Investment Advisory, Capital Markets, Trading, Financial Services, Derivatives, Bloomberg
Education
Southern Utah University 1997 — 2000
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
JDW Partners November 2014 - Present
Sanford C. Bernstein January 2007 - November 2014
Metropolitan Life September 2002 - September 2006
Skills
Investments, Series 7, Asset Managment, Series 63, Hedge Funds, Financial Modeling, Asset Allocation, Alternative Investments, Portfolio Management, Equities, Mutual Funds, Fixed Income, Investment Strategies, Investment Management, Private Equity, Financial Analysis, Asset Management, Risk Management, Wealth, Investment Banking, Wealth Management, Options, Retirement Planning, Mergers & Acquisitions, Due Diligence, Employee Benefits, Trading Systems, Electronic Trading, Disability Insurance, Proprietary Trading, Securities, 401k, ETFs, Investment Advisory, Capital Markets, Trading, Financial Services, Derivatives, Bloomberg
Education
Southern Utah University 1997 — 2000
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Clair Raver's Sanford C. Bernstein Experience November 2001 - May 2006
Job Program Coordinator at Duke University
Industry Education Management
Experience
Duke University October 2007 - June 2010
AllianceBernstein May 2006 - May 2007
Sanford C. Bernstein November 2001 - May 2006
UBS November 1999 - October 2001
UBS November 1998 - November 1999
Pechiney March 1997 - November 1998
Skills
Career Development, CRM, Equities
Education
Keele University 1992 — 1996
Bachelor of Arts with Honours, French and European Studies
Duke University October 2007 - June 2010
AllianceBernstein May 2006 - May 2007
Sanford C. Bernstein November 2001 - May 2006
UBS November 1999 - October 2001
UBS November 1998 - November 1999
Pechiney March 1997 - November 1998
Skills
Career Development, CRM, Equities
Education
Keele University 1992 — 1996
Bachelor of Arts with Honours, French and European Studies
Mark Angioli's Sanford C. Bernstein Experience October 1991 - May 1993
Job Executive Director
Industry Financial Services
Experience
JPMorgan June 2008 - Present
Bear Stearns July 2000 - June 2008
Bear Stearns International 2000 - 2008
Natixis 1998 - 2000
Misys / Summit Systems 1996 - 1997
Summit Systems 1996 - 1997
Sakura Global Capital 1994 - 1996
Thomas Reuters 1993 - 1994
Sanford C. Bernstein October 1991 - May 1993
Skills
Interest Rate..., Derivatives, Trading Systems, Middle Office, Fixed Income, Capital Markets, Investment Banking, Equity Derivatives, Swaps, BASEL aggregation and..., Financial Markets, FX Options, Market Data, Risk Management, Rates, Options, Market Risk, Sybase, Trading, Bonds, Collateral Management, Back Office, Bloomberg, Low Latency, Securities, Financial Risk, Calypso, Dodd-Frank, Reference Data
Education
Manhattan College 1986 — 1990
BS, Computer information systems
JPMorgan June 2008 - Present
Bear Stearns July 2000 - June 2008
Bear Stearns International 2000 - 2008
Natixis 1998 - 2000
Misys / Summit Systems 1996 - 1997
Summit Systems 1996 - 1997
Sakura Global Capital 1994 - 1996
Thomas Reuters 1993 - 1994
Sanford C. Bernstein October 1991 - May 1993
Skills
Interest Rate..., Derivatives, Trading Systems, Middle Office, Fixed Income, Capital Markets, Investment Banking, Equity Derivatives, Swaps, BASEL aggregation and..., Financial Markets, FX Options, Market Data, Risk Management, Rates, Options, Market Risk, Sybase, Trading, Bonds, Collateral Management, Back Office, Bloomberg, Low Latency, Securities, Financial Risk, Calypso, Dodd-Frank, Reference Data
Education
Manhattan College 1986 — 1990
BS, Computer information systems
Jennifer Carroll's Sanford C. Bernstein Experience 2000 - 2002
Job Consultant, MidAtlantic Client Relations at Investment Performance Services, LLC
Industry Financial Services
Experience
Investment Performance Services, LLC June 2006 - Present
AllianceBernstein 2002 - 2006
Sanford C. Bernstein 2000 - 2002
Education
Isenberg School of Management, UMass Amherst 1996 — 2000
Investment Performance Services, LLC June 2006 - Present
AllianceBernstein 2002 - 2006
Sanford C. Bernstein 2000 - 2002
Education
Isenberg School of Management, UMass Amherst 1996 — 2000
Tim Larsen's Sanford C. Bernstein Experience March 1996 - July 1999
Job Head Trader at Hotchkis and Wiley Capital Management
Industry Financial Services
Experience
Hotchkis and Wiley Capital Management July 2004 - Present
Crabbe Huson September 1999 - May 2003
Sanford C. Bernstein March 1996 - July 1999
Skills
Series 63, Alternative Investments, Equities, Series 7, Fixed Income, Equity Trading, Capital Markets, Asset Management, Investments
Education
Oregon State University 1990 — 1994
BS, Business Aministration
Hotchkis and Wiley Capital Management July 2004 - Present
Crabbe Huson September 1999 - May 2003
Sanford C. Bernstein March 1996 - July 1999
Skills
Series 63, Alternative Investments, Equities, Series 7, Fixed Income, Equity Trading, Capital Markets, Asset Management, Investments
Education
Oregon State University 1990 — 1994
BS, Business Aministration
Ashley (Robinson) Snow's Sanford C. Bernstein Experience March 2008 - October 2011
Job Executive Assistant at Transamerica
Industry Insurance
Experience
Transamerica October 2011 - Present
Sanford C. Bernstein March 2008 - October 2011
Skills
Insurance, Microsoft Excel, Customer Service, PowerPoint, Outlook, Social Media, Event Planning, Event Management
Education
St. Mary's College of Maryland 1999 — 2003
Bachelor of Arts, Economics
Transamerica October 2011 - Present
Sanford C. Bernstein March 2008 - October 2011
Skills
Insurance, Microsoft Excel, Customer Service, PowerPoint, Outlook, Social Media, Event Planning, Event Management
Education
St. Mary's College of Maryland 1999 — 2003
Bachelor of Arts, Economics
Mike Cleary's Sanford C. Bernstein Experience September 2000 - March 2001
Job Director of Financial Planning & Analysis, Blue Buffalo Co
Industry Consumer Goods
Experience
Blue Buffalo Co August 2014 - Present
The Sun Products Corporation October 2012 - June 2014
The Sun Products Corporation December 2011 - October 2012
The Sun Products Corporation March 2010 - December 2011
The Sun Products Corporation February 2009 - March 2010
Energizer Personal Care April 2005 - February 2009
CUNO September 2004 - May 2005
Remington Products 2001 - 2004
Sanford C. Bernstein September 2000 - March 2001
Skills
Budgeting, Forecasting, Variance Analysis, Process Improvement, Financial Systems..., Capital Projects, Spend Analysis, Master Data Management, Process Mapping, Strategic Planning, Financial Analysis, Financial Reporting, Project Finance, Training & Development, Process Development, SOX, SAP, Competitive Analysis, Statutory Reporting, P&L Management, Internal Controls, Microsoft Office, Accruals, Audit Support, Commercial Finance, Customer Profitability, Data Analysis, Data Warehouse..., System Testing, SharePoint, Budgets, Auditing, Sarbanes-Oxley Act, Cross-functional Team..., Strategic Financial..., P&L, Income Statement, Financial Planning
Education
University of New Haven 2003 — 2005
MBA, Corporate Policy & Stragegy
Springfield College 1994 — 1998
Bachelor's of Science, Business Management
Blue Buffalo Co August 2014 - Present
The Sun Products Corporation October 2012 - June 2014
The Sun Products Corporation December 2011 - October 2012
The Sun Products Corporation March 2010 - December 2011
The Sun Products Corporation February 2009 - March 2010
Energizer Personal Care April 2005 - February 2009
CUNO September 2004 - May 2005
Remington Products 2001 - 2004
Sanford C. Bernstein September 2000 - March 2001
Skills
Budgeting, Forecasting, Variance Analysis, Process Improvement, Financial Systems..., Capital Projects, Spend Analysis, Master Data Management, Process Mapping, Strategic Planning, Financial Analysis, Financial Reporting, Project Finance, Training & Development, Process Development, SOX, SAP, Competitive Analysis, Statutory Reporting, P&L Management, Internal Controls, Microsoft Office, Accruals, Audit Support, Commercial Finance, Customer Profitability, Data Analysis, Data Warehouse..., System Testing, SharePoint, Budgets, Auditing, Sarbanes-Oxley Act, Cross-functional Team..., Strategic Financial..., P&L, Income Statement, Financial Planning
Education
University of New Haven 2003 — 2005
MBA, Corporate Policy & Stragegy
Springfield College 1994 — 1998
Bachelor's of Science, Business Management
Matt Huang's Sanford C. Bernstein Experience November 1997 - February 2000
Job VP Network Administrator at Nordea Bank
Industry Banking
Experience
Nordea Bank October 2006 - Present
The Princeton Review November 2004 - October 2006
Center For Family Support September 2002 - November 2004
Office.com February 2000 - June 2001
Sanford C. Bernstein November 1997 - February 2000
Skills
Active Directory, Windows Server, Cisco, VMware ESX, DNS, Checkpoint, Bluecoat, Cisco Technologies
Education
New York University - Polytechnic School of Engineering 1993 — 1997
BS, Electrical Engineering
Nordea Bank October 2006 - Present
The Princeton Review November 2004 - October 2006
Center For Family Support September 2002 - November 2004
Office.com February 2000 - June 2001
Sanford C. Bernstein November 1997 - February 2000
Skills
Active Directory, Windows Server, Cisco, VMware ESX, DNS, Checkpoint, Bluecoat, Cisco Technologies
Education
New York University - Polytechnic School of Engineering 1993 — 1997
BS, Electrical Engineering
Robert Prusiewicz's Sanford C. Bernstein Experience 1999 - 2002
Job Personal Estate and Business Planner
Industry Financial Services
Experience
Delivering Better Retirement Outcomes 2013 - Present
ING Investment Management 2010 - 2012
AXA Rosenberg 2007 - 2010
Bank of New York Mellon 2002 - 2007
Sanford C. Bernstein 1999 - 2002
Prudential Financial 1997 - 1999
Chase Manhattan 1985 - 1997
Peat Marwick 1978 - 1981
Skills
Alternative Investments, Asset Management, Investment Management, Hedge Funds, Equities, Asset Allocation, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Series 7, Securities, Capital Markets, Series 63, Wealth Management, Financial Services, Investment Advisory
Education
The University of Chicago - Booth School of Business 1982 — 1983
Master of Business Administration (MBA), Finance
LIU Post
Bachelor of Science (B.S.), Accounting
Delivering Better Retirement Outcomes 2013 - Present
ING Investment Management 2010 - 2012
AXA Rosenberg 2007 - 2010
Bank of New York Mellon 2002 - 2007
Sanford C. Bernstein 1999 - 2002
Prudential Financial 1997 - 1999
Chase Manhattan 1985 - 1997
Peat Marwick 1978 - 1981
Skills
Alternative Investments, Asset Management, Investment Management, Hedge Funds, Equities, Asset Allocation, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Series 7, Securities, Capital Markets, Series 63, Wealth Management, Financial Services, Investment Advisory
Education
The University of Chicago - Booth School of Business 1982 — 1983
Master of Business Administration (MBA), Finance
LIU Post
Bachelor of Science (B.S.), Accounting
Thomas Tortora's Sanford C. Bernstein Experience January 2004 - July 2004
Job Assistant Vice President at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank August 2015 - Present
Deutsche Bank Securities January 2011 - August 2015
Deutsche Bank Securities July 2004 - January 2011
Sanford C. Bernstein January 2004 - July 2004
Skills
Derivatives, FX Options, Series 7, Options, Trading, Securities, Valuation, Risk Management, Collateral Management, Settlement, Banking, MBS, Fixed Income, Investment Banking, Hedge Funds, Capital Markets, Equities, Bloomberg, Credit Derivatives, Equity Derivatives, Prime Brokerage, Middle Office, Swaps, Securitization
Education
Siena College 2000 — 2003
B.S., Finance
Deutsche Bank August 2015 - Present
Deutsche Bank Securities January 2011 - August 2015
Deutsche Bank Securities July 2004 - January 2011
Sanford C. Bernstein January 2004 - July 2004
Skills
Derivatives, FX Options, Series 7, Options, Trading, Securities, Valuation, Risk Management, Collateral Management, Settlement, Banking, MBS, Fixed Income, Investment Banking, Hedge Funds, Capital Markets, Equities, Bloomberg, Credit Derivatives, Equity Derivatives, Prime Brokerage, Middle Office, Swaps, Securitization
Education
Siena College 2000 — 2003
B.S., Finance
Katie Spilotro's Sanford C. Bernstein Experience 1996 - 2000
Job Consultant, Solutions Training & Adoption at IRI
Industry Market Research
Experience
SymphonyIRI Group June 2011 - Present
Datamonitor July 2010 - May 2011
KWS Consulting September 2003 - August 2010
Kuczmarski & Associates 2000 - 2003
Sanford C. Bernstein 1996 - 2000
Skills
Market Research, Cross-functional Team..., Customer Insight, Marketing Strategy, Strategy, Consulting, Marketing Research, Management, Marketing, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Marketing, Management & Strategy, Technology & E-commerce
University of Colorado Boulder 1989 — 1994
BA, International Affairs; Spanish Literature
Universidad de Granada 1992 — 1992
Study abroad program. Focus on Spanish history, geography, art, and literature.
SymphonyIRI Group June 2011 - Present
Datamonitor July 2010 - May 2011
KWS Consulting September 2003 - August 2010
Kuczmarski & Associates 2000 - 2003
Sanford C. Bernstein 1996 - 2000
Skills
Market Research, Cross-functional Team..., Customer Insight, Marketing Strategy, Strategy, Consulting, Marketing Research, Management, Marketing, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Marketing, Management & Strategy, Technology & E-commerce
University of Colorado Boulder 1989 — 1994
BA, International Affairs; Spanish Literature
Universidad de Granada 1992 — 1992
Study abroad program. Focus on Spanish history, geography, art, and literature.
Cathy Yao's Sanford C. Bernstein Experience 2010 - Present
Job Senior Research Associate at MoffettNathanson LLC
Industry Investment Management
Experience
MoffettNathanson LLC September 2013 - Present
Sanford C. Bernstein 2010 - Present
Sanford C. Bernstein February 2013 - July 2013
Altman Vilandrie & Company June 2008 - August 2008
Bear Stearns June 2007 - August 2007
BlackRock January 2007 - February 2007
Skills
Equity Research, Industry Analysis, Bloomberg, Financial Modeling, Equities, Competitive Analysis, Business Analysis, Due Diligence
Education
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Economics
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science, Management Science (Finance Concentration)
MoffettNathanson LLC September 2013 - Present
Sanford C. Bernstein 2010 - Present
Sanford C. Bernstein February 2013 - July 2013
Altman Vilandrie & Company June 2008 - August 2008
Bear Stearns June 2007 - August 2007
BlackRock January 2007 - February 2007
Skills
Equity Research, Industry Analysis, Bloomberg, Financial Modeling, Equities, Competitive Analysis, Business Analysis, Due Diligence
Education
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Economics
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science, Management Science (Finance Concentration)
Richard Flynn's Sanford C. Bernstein Experience 1998 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Commerzbank AG 2008 - Present
GlobeOp Financial Services 2003 - 2008
UBS 1999 - 2003
Sanford C. Bernstein 1998 - 1999
Skills
Fund Of Funds, Wealth Management
Education
Marist College 1996 — 1998
Commerzbank AG 2008 - Present
GlobeOp Financial Services 2003 - 2008
UBS 1999 - 2003
Sanford C. Bernstein 1998 - 1999
Skills
Fund Of Funds, Wealth Management
Education
Marist College 1996 — 1998
Jonathan Reiss's Sanford C. Bernstein Experience 1993 - 2000
Job Financial Synthesist and Kindler
Industry Financial Services
Experience
Society of Quantitative Analysts June 2007 - Present
Analytical Synthesis, LLC. January 2005 - Present
AllianceBernstein January 2001 - December 2004
Sanford C. Bernstein 1993 - 2000
Sanford C. Bernstein 1985 - 1993
Skills
Quantitative Investing, Portfolio Optimization, Asset Allocation, Fixed Income Portfolio..., Risk Management, Uncertainty, Housing Finance, Alternative Investments, Hedge Funds, Asset Managment, Fixed Income, Mutual Funds, Asset Management, Options, Equities, Investment Management, Financial Services, Investment Strategies, Bloomberg, Finance, Derivatives
Education
Massachusetts Institute of Technology 1974 — 1979
B.S., Civil Engineering
Society of Quantitative Analysts June 2007 - Present
Analytical Synthesis, LLC. January 2005 - Present
AllianceBernstein January 2001 - December 2004
Sanford C. Bernstein 1993 - 2000
Sanford C. Bernstein 1985 - 1993
Skills
Quantitative Investing, Portfolio Optimization, Asset Allocation, Fixed Income Portfolio..., Risk Management, Uncertainty, Housing Finance, Alternative Investments, Hedge Funds, Asset Managment, Fixed Income, Mutual Funds, Asset Management, Options, Equities, Investment Management, Financial Services, Investment Strategies, Bloomberg, Finance, Derivatives
Education
Massachusetts Institute of Technology 1974 — 1979
B.S., Civil Engineering
Sandeep Talati, PMP's Sanford C. Bernstein Experience 1998 - 2001
Job Program/Project Manager
Industry Financial Services
Experience
AllianceBernstein 2001 - 2015
Sanford C. Bernstein 1998 - 2001
Oxford Health Plans 1996 - 1998
Information Management Associates January 1995 - March 1997
Skills
Fixed Income, Program Management, Project Portfolio..., Software Project..., Business Analysis, Business Process..., Team Management, Technology Integration, PMP, SDLC, Staff Mentoring, Vendor Management, SQL, Derivatives, Requirements Analysis, MS Project, PMO, Project Planning, IT Management, IT Governance, Trading, Electronic Trading, Analysis, Equities
Education
Pace University 2001 — 2006
Masters, Computer Science
The University of Connecticut School of Business 1996 — 1999
MBA, International Business
The University of Connecticut School of Business 1990 — 1994
Bachelors, Business
Danbury High School 1986 — 1990
High School Diploma, General
AllianceBernstein 2001 - 2015
Sanford C. Bernstein 1998 - 2001
Oxford Health Plans 1996 - 1998
Information Management Associates January 1995 - March 1997
Skills
Fixed Income, Program Management, Project Portfolio..., Software Project..., Business Analysis, Business Process..., Team Management, Technology Integration, PMP, SDLC, Staff Mentoring, Vendor Management, SQL, Derivatives, Requirements Analysis, MS Project, PMO, Project Planning, IT Management, IT Governance, Trading, Electronic Trading, Analysis, Equities
Education
Pace University 2001 — 2006
Masters, Computer Science
The University of Connecticut School of Business 1996 — 1999
MBA, International Business
The University of Connecticut School of Business 1990 — 1994
Bachelors, Business
Danbury High School 1986 — 1990
High School Diploma, General
Rebecca Mayne's Sanford C. Bernstein Experience January 1994 - September 1997
Job Management Consultant
Industry Management Consulting
Experience
Perot Systems 2002 - 2004
eMaven 2001 - 2002
Quaker Oats September 1999 - September 2000
Booz Allen Hamilton 1998 - 1998
Sanford C. Bernstein January 1994 - September 1997
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
Yale University 1988 — 1992
BA
Perot Systems 2002 - 2004
eMaven 2001 - 2002
Quaker Oats September 1999 - September 2000
Booz Allen Hamilton 1998 - 1998
Sanford C. Bernstein January 1994 - September 1997
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
Yale University 1988 — 1992
BA
Sofia Garnett's Sanford C. Bernstein Experience April 2011 - Present
Job Institutional Sales at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein April 2011 - Present
Chilton Investment Company May 2008 - August 2008
Education
St. Lawrence University 2006 — 2010
Sanford C. Bernstein April 2011 - Present
Chilton Investment Company May 2008 - August 2008
Education
St. Lawrence University 2006 — 2010
Norman R. Sanyour's Sanford C. Bernstein Experience September 1996 - May 2006
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services March 2012 - Present
Empirical Research Partners May 2006 - February 2012
Sanford C. Bernstein September 1996 - May 2006
Coopers&Lybrand September 1993 - September 1996
The Faulkner Organization 1986 - 1993
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Marketing
Lehigh University 1981 — 1985
BSIE, Engineering
Moorestown High School 1978 — 1981
Capital Group Private Client Services March 2012 - Present
Empirical Research Partners May 2006 - February 2012
Sanford C. Bernstein September 1996 - May 2006
Coopers&Lybrand September 1993 - September 1996
The Faulkner Organization 1986 - 1993
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Marketing
Lehigh University 1981 — 1985
BSIE, Engineering
Moorestown High School 1978 — 1981
Andrew Froehlich's Sanford C. Bernstein Experience 2004 - 2007
Job President at Ridge Partners LLC Real Estate
Industry Real Estate
Experience
Ridge Partners LLC - Real Estate November 1997 - Present
Carlton Group 2007 - 2008
Sanford C. Bernstein 2004 - 2007
Bennis & Reissman 1994 - 1997
Joseph Hilton & Associates, Inc. 1985 - 1993
Education
Ithaca College 1979 — 1983
BA, Biology
Bronx High School of Science 1976 — 1979
Ridge Partners LLC - Real Estate November 1997 - Present
Carlton Group 2007 - 2008
Sanford C. Bernstein 2004 - 2007
Bennis & Reissman 1994 - 1997
Joseph Hilton & Associates, Inc. 1985 - 1993
Education
Ithaca College 1979 — 1983
BA, Biology
Bronx High School of Science 1976 — 1979
Vadim Zlotnikov's Sanford C. Bernstein Experience January 1993 - December 2008
Job Chief Market Strategist at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein 2010 - Present
AllianceBernstein January 2008 - September 2010
Sanford C. Bernstein January 1993 - December 2008
Amoco Technology Company February 1991 - January 1993
Booz Allen Hamilton September 1988 - January 1991
Booz Allen Hamilton September 1984 - May 1986
at&t bell labs September 1983 - May 1984
Skills
Equity Research, Hedge Funds, Equities, Investments, Alternative Investments, Derivatives, Asset Management, Bloomberg, Investment Strategies, Valuation, Equity Derivatives, Portfolio Management, Asset Allocation, Asset Managment, Series 7, Fixed Income, Capital Markets, Emerging Markets, Investment Management, Mutual Funds, Financial Markets
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Business
Massachusetts Institute of Technology 1983 — 1984
MSEE, Electrical Engineering
Massachusetts Institute of Technology 1980 — 1983
BSEE, Electrical Engineering
AllianceBernstein 2010 - Present
AllianceBernstein January 2008 - September 2010
Sanford C. Bernstein January 1993 - December 2008
Amoco Technology Company February 1991 - January 1993
Booz Allen Hamilton September 1988 - January 1991
Booz Allen Hamilton September 1984 - May 1986
at&t bell labs September 1983 - May 1984
Skills
Equity Research, Hedge Funds, Equities, Investments, Alternative Investments, Derivatives, Asset Management, Bloomberg, Investment Strategies, Valuation, Equity Derivatives, Portfolio Management, Asset Allocation, Asset Managment, Series 7, Fixed Income, Capital Markets, Emerging Markets, Investment Management, Mutual Funds, Financial Markets
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Business
Massachusetts Institute of Technology 1983 — 1984
MSEE, Electrical Engineering
Massachusetts Institute of Technology 1980 — 1983
BSEE, Electrical Engineering
Jose A. Iglesias, CFA, CFP's Sanford C. Bernstein Experience 1998 - 2000
Job Client Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2015 - Present
UBS Wealth Management 2007 - 2015
Citigroup Private Bank 2001 - 2007
Sanford C. Bernstein 1998 - 2000
Waterhouse Investor Services 1995 - 1998
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
Master of Business Administration (M.B.A.), International Business, Finance
St. John's University
Bachelor's degree, Business
UBS Wealth Management 2015 - Present
UBS Wealth Management 2007 - 2015
Citigroup Private Bank 2001 - 2007
Sanford C. Bernstein 1998 - 2000
Waterhouse Investor Services 1995 - 1998
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
Master of Business Administration (M.B.A.), International Business, Finance
St. John's University
Bachelor's degree, Business
Erika Kreyssig's Sanford C. Bernstein Experience February 1998 - September 2005
Job Trader at Pershing Square Capital Management
Industry Financial Services
Experience
Pershing Square Capital Management October 2005 - April 2009
Sanford C. Bernstein February 1998 - September 2005
Education
Seton Hall University 1993 — 1997
BS, Marketing
Pershing Square Capital Management October 2005 - April 2009
Sanford C. Bernstein February 1998 - September 2005
Education
Seton Hall University 1993 — 1997
BS, Marketing
Eli Halliwell's Sanford C. Bernstein Experience October 1994 - July 1996
Job Chairman & CEO at Hairstory
Industry Consumer Goods
Experience
Hairstory July 2015 - Present
Tattoo Strategy January 2015 - Present
Ouidad October 2007 - Present
D. E. Shaw & Co. August 2010 - June 2015
Jurlique March 2006 - October 2008
Bumble and bumble. September 2001 - March 2006
iMotors.com December 1998 - April 2001
Sanford C. Bernstein October 1994 - July 1996
Skills
Strategic Planning, Skin Care, Competitive Analysis, Securities, Strategy, Mergers & Acquisitions, Online Advertising, Investment Management, Due Diligence, Corporate Development, Online Marketing, Business Development, Alternative Investments, E-commerce, Equity Research, Private Equity, Financial Modeling, Analytics, Marketing, Product Development, Hedge Funds, Venture Capital, Leadership, Social Media, Management Consulting, Retail, Corporate Finance, Team Building, Management, Equities, Marketing Strategy, Valuation, Investments, Finance, Social Media Marketing, Entrepreneurship, Start-ups, Business Strategy, Emerging Markets, Brand Management, New Business Development, Capital Markets, Mergers, Business Planning, Sales, Brand Development, Restructuring, Portfolio Management, Financial Analysis, M&A experience
Education
Stanford University Graduate School of Business 1996 — 1998
MBA, Business
Princeton University 1989 — 1993
AB, Woodrow Wilson School of Public and International Affairs
Irvington High School 1984 — 1989
Hairstory July 2015 - Present
Tattoo Strategy January 2015 - Present
Ouidad October 2007 - Present
D. E. Shaw & Co. August 2010 - June 2015
Jurlique March 2006 - October 2008
Bumble and bumble. September 2001 - March 2006
iMotors.com December 1998 - April 2001
Sanford C. Bernstein October 1994 - July 1996
Skills
Strategic Planning, Skin Care, Competitive Analysis, Securities, Strategy, Mergers & Acquisitions, Online Advertising, Investment Management, Due Diligence, Corporate Development, Online Marketing, Business Development, Alternative Investments, E-commerce, Equity Research, Private Equity, Financial Modeling, Analytics, Marketing, Product Development, Hedge Funds, Venture Capital, Leadership, Social Media, Management Consulting, Retail, Corporate Finance, Team Building, Management, Equities, Marketing Strategy, Valuation, Investments, Finance, Social Media Marketing, Entrepreneurship, Start-ups, Business Strategy, Emerging Markets, Brand Management, New Business Development, Capital Markets, Mergers, Business Planning, Sales, Brand Development, Restructuring, Portfolio Management, Financial Analysis, M&A experience
Education
Stanford University Graduate School of Business 1996 — 1998
MBA, Business
Princeton University 1989 — 1993
AB, Woodrow Wilson School of Public and International Affairs
Irvington High School 1984 — 1989
Michael Kane, CRPC®'s Sanford C. Bernstein Experience February 2002 - January 2004
Job Financial Advisor for Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2006 - Present
Wachovia Securities Financial Network January 2004 - May 2006
Sanford C. Bernstein February 2002 - January 2004
Education
Marist College 1993 — 1997
Bachelors
Ameriprise Financial Services, Inc. May 2006 - Present
Wachovia Securities Financial Network January 2004 - May 2006
Sanford C. Bernstein February 2002 - January 2004
Education
Marist College 1993 — 1997
Bachelors
Juli Baier's Sanford C. Bernstein Experience 1997 - 1999
Job Owner & Principal, Juli Baier Interior Design
Industry Design
Experience
Juli Baier Interior Design 2000 - Present
Encirq 1999 - 2001
Sanford C. Bernstein 1997 - 1999
Wells Capital Management 1983 - 1995
Skills
Interior Design, Kitchen & Bath Design, Interior Architecture, Space Planning, Furniture Design, Lighting Design, Space-planning, Furniture, Space planning, Bathrooms, Renovation, Textiles, Construction, Custom Furniture, Finish, Residential Design, Furnishings, Rendering, Sketching, Architectural Design, Residential Homes
Education
Institute of Classical Architecture and Art 2012 — 2014
In Progress: ICAA Certificate in Classical Architecture
UC Berkeley Extension
San Francisco State University
Juli Baier Interior Design 2000 - Present
Encirq 1999 - 2001
Sanford C. Bernstein 1997 - 1999
Wells Capital Management 1983 - 1995
Skills
Interior Design, Kitchen & Bath Design, Interior Architecture, Space Planning, Furniture Design, Lighting Design, Space-planning, Furniture, Space planning, Bathrooms, Renovation, Textiles, Construction, Custom Furniture, Finish, Residential Design, Furnishings, Rendering, Sketching, Architectural Design, Residential Homes
Education
Institute of Classical Architecture and Art 2012 — 2014
In Progress: ICAA Certificate in Classical Architecture
UC Berkeley Extension
San Francisco State University
Joe Artiglere's Sanford C. Bernstein Experience February 2001 - Present
Job Vice President at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein February 2001 - Present
Brown Brothers Harriman 1996 - 2001
Skills
Series 7
Education
Loyola University Maryland 1992 — 1996
Finance
Sanford C. Bernstein February 2001 - Present
Brown Brothers Harriman 1996 - 2001
Skills
Series 7
Education
Loyola University Maryland 1992 — 1996
Finance
Claudia Bennett's Sanford C. Bernstein Experience January 1999 - May 2000
Job Leadership, Learning & Talent Development
Industry Professional Training & Coaching
Experience
Bloomberg July 2009 - Present
AllianceBernstein January 2007 - March 2009
Bernstein Global Wealth Management April 2004 - January 2007
Bernstein Investment Research and Management May 2000 - April 2004
Sanford C. Bernstein January 1999 - May 2000
Sanford C. Bernstein August 1995 - January 1999
Glickenhaus & Co. September 1991 - December 1994
Skills
Training, Performance Management, Management, Program Management, Investments, Interviews, Wealth Management, Staff Development, Investment Strategies, Public Speaking, Capital Markets, Project Planning, Policy, Talent Management, Succession Planning, Leadership Development, Organizational..., Onboarding, Employee Engagement, Coaching, Change Management, Series 7, Talent Acquisition, Employee Relations, Portfolio Management
Education
Mount Holyoke College 1988 — 1991
BA, Philosophy, English
Bloomberg July 2009 - Present
AllianceBernstein January 2007 - March 2009
Bernstein Global Wealth Management April 2004 - January 2007
Bernstein Investment Research and Management May 2000 - April 2004
Sanford C. Bernstein January 1999 - May 2000
Sanford C. Bernstein August 1995 - January 1999
Glickenhaus & Co. September 1991 - December 1994
Skills
Training, Performance Management, Management, Program Management, Investments, Interviews, Wealth Management, Staff Development, Investment Strategies, Public Speaking, Capital Markets, Project Planning, Policy, Talent Management, Succession Planning, Leadership Development, Organizational..., Onboarding, Employee Engagement, Coaching, Change Management, Series 7, Talent Acquisition, Employee Relations, Portfolio Management
Education
Mount Holyoke College 1988 — 1991
BA, Philosophy, English
Sophia H. Ru, CFA's Sanford C. Bernstein Experience 2011 - 2012
Job Founder and Chief Investment Officer at Beaconpost Capital Management
Industry Investment Management
Experience
Beaconpost Capital Management March 2015 - Present
Hottinger Capital Corp. August 2012 - December 2014
Sanford C. Bernstein 2011 - 2012
Wells Fargo Securities, LLC 2010 - 2011
Putnam Investments 2005 - 2008
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics & Accounting
Massachusetts Institute of Technology
MS, Earth, Atmospheric and Planetary Sciences
Beaconpost Capital Management March 2015 - Present
Hottinger Capital Corp. August 2012 - December 2014
Sanford C. Bernstein 2011 - 2012
Wells Fargo Securities, LLC 2010 - 2011
Putnam Investments 2005 - 2008
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics & Accounting
Massachusetts Institute of Technology
MS, Earth, Atmospheric and Planetary Sciences
Augusto Gomez's Sanford C. Bernstein Experience January 2006 - March 2009
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
Gaetano DiMiceli's Sanford C. Bernstein Experience May 2000 - August 2002
Job Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2009 - Present
AllianceBernstein June 2004 - May 2009
Investors Bank & Trust August 2002 - June 2004
Sanford C. Bernstein May 2000 - August 2002
Skills
Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Mutual Funds, Options, FX Options, Credit Derivatives, Middle Office, Valuation, Equity Derivatives, Settlement, Back Office, Corporate Actions, Bloomberg Terminal, Swaps, Structured Products, Interest Rate..., Market Data, Business Analysis
Education
Northeastern University 2002 — 2004
MSF, Finance
Iona College 1996 — 2000
Bachelor of Arts (B.A.), Finance, Economics
AllianceBernstein May 2009 - Present
AllianceBernstein June 2004 - May 2009
Investors Bank & Trust August 2002 - June 2004
Sanford C. Bernstein May 2000 - August 2002
Skills
Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Mutual Funds, Options, FX Options, Credit Derivatives, Middle Office, Valuation, Equity Derivatives, Settlement, Back Office, Corporate Actions, Bloomberg Terminal, Swaps, Structured Products, Interest Rate..., Market Data, Business Analysis
Education
Northeastern University 2002 — 2004
MSF, Finance
Iona College 1996 — 2000
Bachelor of Arts (B.A.), Finance, Economics
Michael Philipps's Sanford C. Bernstein Experience June 1988 - January 1994
Job AVP at Citi Fund Services, Board Member On Common Ground
Industry Financial Services
Experience
Citi Fund Services October 2006 - Present
On Common Ground May 2014 - June 2015
KKRB Consulting October 2003 - November 2006
State Street November 2001 - October 2003
Arthur Andersen LLP April 1998 - September 2001
BISYS Fund Services September 1995 - April 1998
Merrill Lynch January 1994 - September 1995
Sanford C. Bernstein June 1988 - January 1994
Skills
Mutual Funds, Fund Administration, Policy and Procedure..., Process Improvement, Business Planning, Staffing Models, Performance Measurement, Software Implementation, Software Project..., Management Consulting, Operational Risk..., Quality Management, Finance, Portfolio Management
Education
Long Island University, C.W. Post Campus 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Citi Fund Services October 2006 - Present
On Common Ground May 2014 - June 2015
KKRB Consulting October 2003 - November 2006
State Street November 2001 - October 2003
Arthur Andersen LLP April 1998 - September 2001
BISYS Fund Services September 1995 - April 1998
Merrill Lynch January 1994 - September 1995
Sanford C. Bernstein June 1988 - January 1994
Skills
Mutual Funds, Fund Administration, Policy and Procedure..., Process Improvement, Business Planning, Staffing Models, Performance Measurement, Software Implementation, Software Project..., Management Consulting, Operational Risk..., Quality Management, Finance, Portfolio Management
Education
Long Island University, C.W. Post Campus 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Scott Gruber's Sanford C. Bernstein Experience August 2004 - July 2014
Job at
Industry Financial Services
Experience
Citi August 2014 - Present
Sanford C. Bernstein August 2004 - July 2014
Skills
Asset Management, Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Hedge Funds, Valuation, Portfolio Management, Investments
Education
Princeton University
BA, Economics
Citi August 2014 - Present
Sanford C. Bernstein August 2004 - July 2014
Skills
Asset Management, Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Hedge Funds, Valuation, Portfolio Management, Investments
Education
Princeton University
BA, Economics
Emily Chan's Sanford C. Bernstein Experience August 2010 - December 2013
Job Analyst at Coatue Management
Industry Investment Management
Experience
Coatue Management January 2014 - Present
Sanford C. Bernstein August 2010 - December 2013
McKinsey & Company May 2008 - July 2010
Schoelkopf Lab September 2006 - December 2007
UBS Investment Bank June 2005 - August 2005
Charles River Associates January 2005 - February 2005
Skills
Financial Modeling, Valuation, Equities, Business Strategy, Strategy, Management Consulting, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Equity Research
Education
Yale University 2006 — 2007
MS, Physics
Massachusetts Institute of Technology 2002 — 2006
BS, Physics, Economics
RGS
RGS
Raffles Junior College
Coatue Management January 2014 - Present
Sanford C. Bernstein August 2010 - December 2013
McKinsey & Company May 2008 - July 2010
Schoelkopf Lab September 2006 - December 2007
UBS Investment Bank June 2005 - August 2005
Charles River Associates January 2005 - February 2005
Skills
Financial Modeling, Valuation, Equities, Business Strategy, Strategy, Management Consulting, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Equity Research
Education
Yale University 2006 — 2007
MS, Physics
Massachusetts Institute of Technology 2002 — 2006
BS, Physics, Economics
RGS
RGS
Raffles Junior College
Raluca Pancratov, PhD's Sanford C. Bernstein Experience June 2013 - May 2014
Job Associate at Goldman Sachs
Industry Biotechnology
Experience
Goldman Sachs July 2015 - Present
SunTrust May 2014 - June 2015
Sanford C. Bernstein June 2013 - May 2014
Roth Capital Partners July 2011 - May 2013
New York University 2005 - 2011
Skills
Equity Research, Lifesciences, Financial Modeling, Investments, Valuation, Due Diligence, Venture Capital, Capital Markets, Biotechnology, Hedge Funds, Molecular Biology, Equities, Biochemistry, Cell Biology, Bloomberg, Investment Banking, Private Equity, Pharmaceutical Industry, Data Analysis, Emerging Markets, Western Blotting, PCR, Neuroscience
Education
New York University School of Medicine 2005 — 2011
PhD, Pharmacology
Jacobs University Bremen 2002 — 2005
Bachelor's degree, Double Major Chemistry, Biochemistry and Cell Biology
Goldman Sachs July 2015 - Present
SunTrust May 2014 - June 2015
Sanford C. Bernstein June 2013 - May 2014
Roth Capital Partners July 2011 - May 2013
New York University 2005 - 2011
Skills
Equity Research, Lifesciences, Financial Modeling, Investments, Valuation, Due Diligence, Venture Capital, Capital Markets, Biotechnology, Hedge Funds, Molecular Biology, Equities, Biochemistry, Cell Biology, Bloomberg, Investment Banking, Private Equity, Pharmaceutical Industry, Data Analysis, Emerging Markets, Western Blotting, PCR, Neuroscience
Education
New York University School of Medicine 2005 — 2011
PhD, Pharmacology
Jacobs University Bremen 2002 — 2005
Bachelor's degree, Double Major Chemistry, Biochemistry and Cell Biology
Faye Landes's Sanford C. Bernstein Experience 2000 - 2001
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company October 2012 - October 2014
Consumer Edge Research LLC March 2010 - June 2012
Consumer Edge Research LLC 2010 - 2011
Moore Capital Management 2007 - 2008
Ziff Brothers Investments 2002 - 2007
Sanford C. Bernstein 2000 - 2001
Salomon Smith Barney 1993 - 1999
Paine Webber 1992 - 1993
Slimfast Foods 1990 - 1992
Skills
Bloomberg, Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Valuation, Portfolio Management, Financial Modeling
Education
Princeton University
A.B., English
Cowen and Company October 2012 - October 2014
Consumer Edge Research LLC March 2010 - June 2012
Consumer Edge Research LLC 2010 - 2011
Moore Capital Management 2007 - 2008
Ziff Brothers Investments 2002 - 2007
Sanford C. Bernstein 2000 - 2001
Salomon Smith Barney 1993 - 1999
Paine Webber 1992 - 1993
Slimfast Foods 1990 - 1992
Skills
Bloomberg, Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Valuation, Portfolio Management, Financial Modeling
Education
Princeton University
A.B., English
Perry Gold's Sanford C. Bernstein Experience June 2008 - July 2010
Job Internet Equity Research Associate at MoffettNathanson LLC
Industry Investment Management
Experience
MoffettNathanson LLC April 2015 - Present
Goldman Sachs December 2012 - April 2015
Barclays Capital July 2010 - December 2012
Sanford C. Bernstein June 2008 - July 2010
UBS June 2007 - August 2007
Skills
Equity Research, Valuation, Financial Modeling, Equities, Equity Valuation, Financial Analysis, Investments, Asset Management, Portfolio Management, Series 7, Finance, Microsoft Office, Due Diligence, Series 63, Series 86, Series 87, FactSet, ThomsonOne, Strategy
Education
Lehigh University 2003 — 2008
BS, Finance, Computer Science
Stuyvesant High School 1999 — 2003
MoffettNathanson LLC April 2015 - Present
Goldman Sachs December 2012 - April 2015
Barclays Capital July 2010 - December 2012
Sanford C. Bernstein June 2008 - July 2010
UBS June 2007 - August 2007
Skills
Equity Research, Valuation, Financial Modeling, Equities, Equity Valuation, Financial Analysis, Investments, Asset Management, Portfolio Management, Series 7, Finance, Microsoft Office, Due Diligence, Series 63, Series 86, Series 87, FactSet, ThomsonOne, Strategy
Education
Lehigh University 2003 — 2008
BS, Finance, Computer Science
Stuyvesant High School 1999 — 2003
Lori Sunstrum's Sanford C. Bernstein Experience November 2004 - February 2006
Job
Industry Investment Management
Experience
Family Management Corporation February 2006 - April 2012
Sanford C. Bernstein November 2004 - February 2006
Education
McGill University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Rye High School 1996 — 2000
Family Management Corporation February 2006 - April 2012
Sanford C. Bernstein November 2004 - February 2006
Education
McGill University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Rye High School 1996 — 2000
Bill Budke's Sanford C. Bernstein Experience September 1996 - December 1996
Job Managing Partner at Sionic Advisors
Industry Financial Services
Experience
Sionic Advisors November 2014 - Present
Swiss Re September 2011 - October 2014
Morgan Stanley July 2006 - March 2012
West LB May 2000 - July 2006
Ernst & Young December 1996 - May 2000
Sanford C. Bernstein September 1996 - December 1996
Skills
Finance, Valuation, Hedge Funds, Financial Reporting, Investments, Governance, Quality Control, Project Coordination, Product Control, Organizational Structure, Fixed Income, Equities, Financial Analysis, Accounting
Education
Siena College 1989 — 1993
BBA, Accounting
Sionic Advisors November 2014 - Present
Swiss Re September 2011 - October 2014
Morgan Stanley July 2006 - March 2012
West LB May 2000 - July 2006
Ernst & Young December 1996 - May 2000
Sanford C. Bernstein September 1996 - December 1996
Skills
Finance, Valuation, Hedge Funds, Financial Reporting, Investments, Governance, Quality Control, Project Coordination, Product Control, Organizational Structure, Fixed Income, Equities, Financial Analysis, Accounting
Education
Siena College 1989 — 1993
BBA, Accounting
Craig Brownell's Sanford C. Bernstein Experience March 1994 - November 1997
Job Owner, PanOptic Capital Management
Industry Investment Management
Experience
PanOptic Capital Management March 2010 - Present
Vermillion Asset Management LLC February 2009 - March 2010
Muirfield Capital Management May 2005 - December 2008
GAM August 2004 - May 2005
Franklin Templeton Investments 1998 - 2004
Sanford C. Bernstein March 1994 - November 1997
Skills
Equities, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Investments, Investment Advisory, Derivatives, Fund Of Funds, Securities, Valuation, Capital Markets, Financial Markets, Emerging Markets
Education
University at Albany 1990 — 1992
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Siena College 1982 — 1986
Bachelor of Science (B.Sc.), Accounting and Finance
PanOptic Capital Management March 2010 - Present
Vermillion Asset Management LLC February 2009 - March 2010
Muirfield Capital Management May 2005 - December 2008
GAM August 2004 - May 2005
Franklin Templeton Investments 1998 - 2004
Sanford C. Bernstein March 1994 - November 1997
Skills
Equities, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Investments, Investment Advisory, Derivatives, Fund Of Funds, Securities, Valuation, Capital Markets, Financial Markets, Emerging Markets
Education
University at Albany 1990 — 1992
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Siena College 1982 — 1986
Bachelor of Science (B.Sc.), Accounting and Finance
Paul Hess's Sanford C. Bernstein Experience December 2006 - February 2010
Job Private Bank at JP Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Axon Advisors November 2011 - July 2013
Sanford C. Bernstein December 2006 - February 2010
Barrington Associates August 2005 - August 2006
Skills
Bloomberg, Data Analysis, Research, Quantitative Analytics, Investment Banking, Capital Markets, Marketing, Analytics, Corporate Finance, Marketing Strategy, Competitive Analysis, Equity Valuation, Entrepreneurship, Investment Management, Market Research
Education
Princeton University 2001 — 2005
B.A., History
St. Andrew's
J.P. Morgan July 2013 - Present
Axon Advisors November 2011 - July 2013
Sanford C. Bernstein December 2006 - February 2010
Barrington Associates August 2005 - August 2006
Skills
Bloomberg, Data Analysis, Research, Quantitative Analytics, Investment Banking, Capital Markets, Marketing, Analytics, Corporate Finance, Marketing Strategy, Competitive Analysis, Equity Valuation, Entrepreneurship, Investment Management, Market Research
Education
Princeton University 2001 — 2005
B.A., History
St. Andrew's
Jeff Bacigalupi's Sanford C. Bernstein Experience 2000 - 2006
Job Highly experienced investment banking professional focused on middle market transactions in the US
Industry Financial Services
Experience
Jack Pine Capital, LLC July 2013 - Present
Rotate Black, Inc (ROBK.PK) 2011 - July 2013
Leonard Capital Markets 2010 - 2011
CapStone Investments 2008 - 2010
Susquehanna International Group 2006 - 2007
Sanford C. Bernstein 2000 - 2006
Deloitte & Touche 1999 - 2000
Skills
Equity Research, Alternative Investments, Series 7, Hedge Funds, Financial Modeling, Portfolio Management, Asset Managment, Valuation, Capital Markets, Investments, Financial Analysis, Securities, Equity Valuation, Fixed Income, Series 63, Bloomberg, Asset Allocation, Mutual Funds, Investment Banking, Investment Strategies, Finance, Corporate Finance, Derivatives, Asset Management, Equities, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance, Corporate Strategy
Michigan State University
BA, Political Economy
Jack Pine Capital, LLC July 2013 - Present
Rotate Black, Inc (ROBK.PK) 2011 - July 2013
Leonard Capital Markets 2010 - 2011
CapStone Investments 2008 - 2010
Susquehanna International Group 2006 - 2007
Sanford C. Bernstein 2000 - 2006
Deloitte & Touche 1999 - 2000
Skills
Equity Research, Alternative Investments, Series 7, Hedge Funds, Financial Modeling, Portfolio Management, Asset Managment, Valuation, Capital Markets, Investments, Financial Analysis, Securities, Equity Valuation, Fixed Income, Series 63, Bloomberg, Asset Allocation, Mutual Funds, Investment Banking, Investment Strategies, Finance, Corporate Finance, Derivatives, Asset Management, Equities, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance, Corporate Strategy
Michigan State University
BA, Political Economy
Deepak Pankaj's Sanford C. Bernstein Experience August 1998 - June 2001
Job Portfolio Manager U.S. Equities
Industry Investment Management
Experience
Family Office Fund January 2010 - Present
J.Goldman & Co. June 2001 - January 2009
Sanford C. Bernstein August 1998 - June 2001
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Bloomberg, Financial Modeling, Derivatives, Valuation, Equity Research, Financial Markets, Investment Strategies, Alternative Investments, Asset Management, Options
Education
Northwestern University 1991 — 1995
Biology & Economics
Family Office Fund January 2010 - Present
J.Goldman & Co. June 2001 - January 2009
Sanford C. Bernstein August 1998 - June 2001
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Bloomberg, Financial Modeling, Derivatives, Valuation, Equity Research, Financial Markets, Investment Strategies, Alternative Investments, Asset Management, Options
Education
Northwestern University 1991 — 1995
Biology & Economics
Robert van Brugge's Sanford C. Bernstein Experience December 2011 - Present
Job CEO at Sanford C. Bernstein
Industry Investment Management
Experience
Sanford C. Bernstein December 2011 - Present
Sanford C. Bernstein January 2008 - December 2011
Sanford C. Bernstein September 2002 - January 2008
McKinsey & Company August 1996 - June 2002
Education
Wharton School, University of Pennsylvania 1994 — 1996
MBA, Stratgy
Roosevelt University 1986 — 1990
BA, Political Science & Economics
Sanford C. Bernstein December 2011 - Present
Sanford C. Bernstein January 2008 - December 2011
Sanford C. Bernstein September 2002 - January 2008
McKinsey & Company August 1996 - June 2002
Education
Wharton School, University of Pennsylvania 1994 — 1996
MBA, Stratgy
Roosevelt University 1986 — 1990
BA, Political Science & Economics
Ann Skala's Sanford C. Bernstein Experience 1987 - 1995
Job Owner at AT Skala Designs, LLC
Industry Design
Experience
AT Skala Designs, LLC September 2010 - Present
AT Skala Designs, LLC September 2010 - Present
Frank Russell 1996 - 1998
Sanford C. Bernstein 1987 - 1995
Skills
Interior Design, Hand Drafting, Financial management of..., Management, Microsoft Office, Investments, Portfolio Management
Education
New York School of Interior Design 2012 — 2016
Bachelor of Fine Arts (BFA), Interior Design
New York University, Stern School of Business 1987 — 1990
MBA, Finance
Lawrence University 1980 — 1984
BA, Government
The Brearley School 1968 — 1980
AT Skala Designs, LLC September 2010 - Present
AT Skala Designs, LLC September 2010 - Present
Frank Russell 1996 - 1998
Sanford C. Bernstein 1987 - 1995
Skills
Interior Design, Hand Drafting, Financial management of..., Management, Microsoft Office, Investments, Portfolio Management
Education
New York School of Interior Design 2012 — 2016
Bachelor of Fine Arts (BFA), Interior Design
New York University, Stern School of Business 1987 — 1990
MBA, Finance
Lawrence University 1980 — 1984
BA, Government
The Brearley School 1968 — 1980
Jane DeMarco's Sanford C. Bernstein Experience July 1978 - May 1979
Job Secretary at HUFSD
Industry Education Management
Experience
HUFSD December 1997 - Present
Temple University-Baumholder, Germany March 1980 - April 1981
Sanford C. Bernstein July 1978 - May 1979
Skills
Word, Microsoft Office, PowerPoint, Excel, Administrative Support, Typing, Data Entry, Fax, Telephone Skills, WordPerfect, General Office Duties, Confidentiality, Clerical Duties, Copying, Computer Literate, Teamwork, Payroll Processing, Microsoft Office 2007
Education
Nassau Community College 1975 — 1977
Liberal Arts and Sciences/Liberal Studies
HUFSD December 1997 - Present
Temple University-Baumholder, Germany March 1980 - April 1981
Sanford C. Bernstein July 1978 - May 1979
Skills
Word, Microsoft Office, PowerPoint, Excel, Administrative Support, Typing, Data Entry, Fax, Telephone Skills, WordPerfect, General Office Duties, Confidentiality, Clerical Duties, Copying, Computer Literate, Teamwork, Payroll Processing, Microsoft Office 2007
Education
Nassau Community College 1975 — 1977
Liberal Arts and Sciences/Liberal Studies
Joseph Vet, Jr's Sanford C. Bernstein Experience April 1999 - November 2000
Job Senior Account Manager at Bender Lane Advisory, LLC
Industry Financial Services
Experience
Bender Lane Advisory, LLC September 2011 - Present
The Ayco Company, L.P. December 2000 - September 2011
Sanford C. Bernstein April 1999 - November 2000
Deloitte May 1997 - March 1999
Education
Le Moyne College 1991 — 1995
BS, Accounting
Bender Lane Advisory, LLC September 2011 - Present
The Ayco Company, L.P. December 2000 - September 2011
Sanford C. Bernstein April 1999 - November 2000
Deloitte May 1997 - March 1999
Education
Le Moyne College 1991 — 1995
BS, Accounting
Louis Scudero's Sanford C. Bernstein Experience August 1985 - September 2000
Job SVP Head of Private Client Investment Management Operations at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2000 - Present
Sanford C. Bernstein August 1985 - September 2000
Education
State University of New York College at Oswego 1979 — 1983
Economics and Psychology
AllianceBernstein October 2000 - Present
Sanford C. Bernstein August 1985 - September 2000
Education
State University of New York College at Oswego 1979 — 1983
Economics and Psychology
Judy Hoff's Sanford C. Bernstein Experience 1998 - 2003
Job Early Childhood Educator, Financial Research and Analysis
Industry
Experience
Early Childhood Center at the Community Synagogue of Rye 2013 - Present
Early Childhood Center of the Jewish Community Center of Harrison 2009 - 2012
Sanford C Bernstein 1998 - 2003
Salomon Brothers 1983 - 1993
Education
Manhattanville College
Master’s Degree, Early Childhood Education and Teaching
New York University - Leonard N. Stern School of Business
MBA, Concentration in Finance, Finance, General
Early Childhood Center at the Community Synagogue of Rye 2013 - Present
Early Childhood Center of the Jewish Community Center of Harrison 2009 - 2012
Sanford C Bernstein 1998 - 2003
Salomon Brothers 1983 - 1993
Education
Manhattanville College
Master’s Degree, Early Childhood Education and Teaching
New York University - Leonard N. Stern School of Business
MBA, Concentration in Finance, Finance, General
Sandra Robinson-Clouden's Sanford C. Bernstein Experience January 1995 - June 1998
Job Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
Weight Watchers May 2011 - Present
ISP October 2007 - January 2011
Barclays Capital April 2007 - October 2007
UBS Securities Co., Ltd March 2003 - November 2006
Morgan Stanley June 1998 - November 2001
Sanford C. Bernstein January 1995 - June 1998
Education
Kingsborough Community College 2002 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.0
Weight Watchers May 2011 - Present
ISP October 2007 - January 2011
Barclays Capital April 2007 - October 2007
UBS Securities Co., Ltd March 2003 - November 2006
Morgan Stanley June 1998 - November 2001
Sanford C. Bernstein January 1995 - June 1998
Education
Kingsborough Community College 2002 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.0
David Coppock's Sanford C. Bernstein Experience July 2001 - March 2003
Job COO & EVP Sales and Marketing at SmartTray International, LLC
Industry Aviation & Aerospace
Experience
SmartTray International, LLC July 2014 - Present
Beechcraft March 2010 - Present
Gulfstream Aerospace February 2003 - March 2010
Sanford C. Bernstein July 2001 - March 2003
Bombardier Aerospace May 1996 - June 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Commercial Aviation, Sales, Management, Leadership, Aircraft Maintenance, Aerospace
Education
University of Iowa 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Economics
Southern Methodist University 1986 — 1987
SmartTray International, LLC July 2014 - Present
Beechcraft March 2010 - Present
Gulfstream Aerospace February 2003 - March 2010
Sanford C. Bernstein July 2001 - March 2003
Bombardier Aerospace May 1996 - June 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Commercial Aviation, Sales, Management, Leadership, Aircraft Maintenance, Aerospace
Education
University of Iowa 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Economics
Southern Methodist University 1986 — 1987
Jeanette Kilcullen's Sanford C. Bernstein Experience 1991 - 1998
Job Investment Management Professional
Industry Investment Management
Experience
Sanford C. Bernstein 1991 - 1998
Education
Lehigh University
Sanford C. Bernstein 1991 - 1998
Education
Lehigh University
Denise Fischetti-Morreale's Sanford C. Bernstein Experience February 1989 - September 2000
Job Vice President at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank and Trust November 2011 - Present
AllianceBernstein October 2000 - October 2011
Sanford C. Bernstein February 1989 - September 2000
Skills
Bloomberg
Education
Rochester Institute of Technology
Bachelor of Science (BS), Finance, General
State Street Bank and Trust November 2011 - Present
AllianceBernstein October 2000 - October 2011
Sanford C. Bernstein February 1989 - September 2000
Skills
Bloomberg
Education
Rochester Institute of Technology
Bachelor of Science (BS), Finance, General
Adam Denton's Sanford C. Bernstein Experience April 1991 - February 1997
Job Vice President at JPMorgan
Industry Investment Banking
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns March 2003 - June 2008
Morgan Stanley March 2002 - November 2002
General Re Financial Products November 2001 - February 2002
Javelin Technologies / NYFIX October 2000 - September 2001
General Re Financial Products March 1997 - October 2000
Sanford C. Bernstein April 1991 - February 1997
AT&T Bell Laboratories August 1988 - March 1991
Skills
Java, C++, Finance, Fixed Income, Derivatives, Monte Carlo Simulation, Risk Analysis, Credit Risk, Market Risk, Options, Futures, Bonds, Mortgage Securities, Trading Systems, SQL, Perl, ksh / bash, Capital Markets, Bloomberg, Equities, Investment Banking, Electronic Trading, Valuation
Education
The Cooper Union for the Advancement of Science and Art 1984 — 1988
B.Eng., Electrical Engineering
Rutgers University-New Brunswick 1988 — 1990
M.S., Electrical Engineering
JPMorgan Chase June 2008 - Present
Bear Stearns March 2003 - June 2008
Morgan Stanley March 2002 - November 2002
General Re Financial Products November 2001 - February 2002
Javelin Technologies / NYFIX October 2000 - September 2001
General Re Financial Products March 1997 - October 2000
Sanford C. Bernstein April 1991 - February 1997
AT&T Bell Laboratories August 1988 - March 1991
Skills
Java, C++, Finance, Fixed Income, Derivatives, Monte Carlo Simulation, Risk Analysis, Credit Risk, Market Risk, Options, Futures, Bonds, Mortgage Securities, Trading Systems, SQL, Perl, ksh / bash, Capital Markets, Bloomberg, Equities, Investment Banking, Electronic Trading, Valuation
Education
The Cooper Union for the Advancement of Science and Art 1984 — 1988
B.Eng., Electrical Engineering
Rutgers University-New Brunswick 1988 — 1990
M.S., Electrical Engineering
Debbie Fitzpatrick's Sanford C. Bernstein Experience October 1986 - April 2004
Job Administrative Assistant at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2007 - Present
Sanford C. Bernstein October 1986 - April 2004
Education
St. Olaf College 1981 — 1985
Bachelor of Arts (B.A.), Sociology
Credit Suisse July 2007 - Present
Sanford C. Bernstein October 1986 - April 2004
Education
St. Olaf College 1981 — 1985
Bachelor of Arts (B.A.), Sociology
Douglas Harned's Sanford C. Bernstein Experience October 2003 - Present
Job Senior Vice President at Sanford C. Bernstein & Company
Industry Investment Management
Experience
Sanford C. Bernstein October 2003 - Present
McKinsey & Company September 1991 - September 2003
SAIC September 1986 - September 1990
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
University of California, Berkeley
Doctor of Philosophy (Ph.D.), Nuclear Engineering
Northwestern University
Bachelor of Science (B.S.), Engineering Sciences
Sanford C. Bernstein October 2003 - Present
McKinsey & Company September 1991 - September 2003
SAIC September 1986 - September 1990
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
University of California, Berkeley
Doctor of Philosophy (Ph.D.), Nuclear Engineering
Northwestern University
Bachelor of Science (B.S.), Engineering Sciences