Sanford C. Bernstein
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Sanford C. Bernstein Employees
Employee
Years
Job
Industry
Sargent McGowan Sargent McGowan's Sanford C. Bernstein Experience June 1998 - June 2000
Job Managing Director, Public Equity at University of Virginia Investment Management Company
Industry Investment Management
Experience
University of Virginia Investment Management Company July 2013 - Present
Invesco Ltd. June 2002 - June 2013
Sanford C. Bernstein June 1998 - June 2000
PaineWebber August 1996 - June 1998
Education
University of North Carolina at Chapel Hill 2000 — 2002
Master of Business Administration (MBA), Investment Management
University of Virginia 1991 — 1995
Bachelor of Science (BS), Finance, General
University of Virginia Investment Management Company July 2013 - Present
Invesco Ltd. June 2002 - June 2013
Sanford C. Bernstein June 1998 - June 2000
PaineWebber August 1996 - June 1998
Education
University of North Carolina at Chapel Hill 2000 — 2002
Master of Business Administration (MBA), Investment Management
University of Virginia 1991 — 1995
Bachelor of Science (BS), Finance, General
Javier Valverde Javier Valverde's Sanford C. Bernstein Experience June 2014 - June 2014
Job Investment Banking Summer Analyst at Deutsche Bank
Industry Financial Services
Experience
Adventis CG January 2015 - Present
Deutsche Bank June 2015 - August 2015
IESE Business School July 2014 - July 2014
Sanford C. Bernstein June 2014 - June 2014
Education
University of Notre Dame 2013 — 2017
Bachelor of Business Administration (BBA), Finance, 3.73
Adventis CG January 2015 - Present
Deutsche Bank June 2015 - August 2015
IESE Business School July 2014 - July 2014
Sanford C. Bernstein June 2014 - June 2014
Education
University of Notre Dame 2013 — 2017
Bachelor of Business Administration (BBA), Finance, 3.73
Alexander Man Alexander Man's Sanford C. Bernstein Experience January 2015 - Present
Job Equity Research Associate at Sanford C. Bernstein
Industry Investment Management
Experience
Sanford C. Bernstein January 2015 - Present
SJB Child Development Centers July 2014 - Present
Simon-Kucher & Partners September 2012 - December 2014
UR Ventures at University of Rochester September 2011 - August 2012
KJT Group June 2011 - August 2011
Partners HealthCare June 2010 - August 2010
Skills
Data Analysis, Market Research, Business Development, Market Analysis, Financial Modeling, Business Strategy, Marketing Strategy, Market Access, Pricing Strategy, Competitive Analysis
Education
University of Rochester 2008 — 2012
B.A., Economics, Minor in Chemistry, Pre-medical
Newton South High School 2004 — 2008
Sanford C. Bernstein January 2015 - Present
SJB Child Development Centers July 2014 - Present
Simon-Kucher & Partners September 2012 - December 2014
UR Ventures at University of Rochester September 2011 - August 2012
KJT Group June 2011 - August 2011
Partners HealthCare June 2010 - August 2010
Skills
Data Analysis, Market Research, Business Development, Market Analysis, Financial Modeling, Business Strategy, Marketing Strategy, Market Access, Pricing Strategy, Competitive Analysis
Education
University of Rochester 2008 — 2012
B.A., Economics, Minor in Chemistry, Pre-medical
Newton South High School 2004 — 2008
Charles Ferri Charles Ferri's Sanford C. Bernstein Experience 1997 - 2001
Job Founder & CEO at Star Vodka
Industry Wine and Spirits
Experience
Star Vodka 2010 - Present
Deutsche Bank 2001 - 2005
Sanford C. Bernstein 1997 - 2001
Skills
Social Media, Social Media Marketing, Event Management, Marketing, Social Networking, Advertising, Marketing Communications, New Business Development, Sales, Customer Service, Event Planning, Marketing Strategy, Strategic Planning, Management, Public Relations
Education
University at Buffalo
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Star Vodka 2010 - Present
Deutsche Bank 2001 - 2005
Sanford C. Bernstein 1997 - 2001
Skills
Social Media, Social Media Marketing, Event Management, Marketing, Social Networking, Advertising, Marketing Communications, New Business Development, Sales, Customer Service, Event Planning, Marketing Strategy, Strategic Planning, Management, Public Relations
Education
University at Buffalo
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wen Shi, DPhil, CFA Wen Shi, DPhil, CFA's Sanford C. Bernstein Experience April 2013 - December 2014
Job Biotech Investing at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2015 - Present
Sanford C. Bernstein April 2013 - December 2014
Campbell Alliance January 2011 - April 2013
Navigant Consulting 2009 - 2011
McKinsey & Company 2007 - 2009
Johns Hopkins University July 2004 - June 2008
Oxford Speakers Club October 2005 - June 2007
National Cancer Institute June 2004 - September 2004
Skills
Biotechnology, Oncology, Strategy, Financial Modeling, Pharmaceutical Industry, Neuroscience, Lifesciences, Clinical Development, Management Consulting, Market Access, Strategic Consulting, Commercialization, Life Sciences, Cell Culture, Pharmaceuticals, Strategic Planning, Marketing Strategy, Portfolio Management, R&D, Cardiology, China, Emerging Markets, CFA, Mandarin, Therapeutic areas, Pricing Strategy, Heart Disease, Metabolic Diseases, Valuation, IPO, Molecular Diagnostics, Genomics, Hospital Reimbursement, Reimbursement, Clinical Trial Analysis, Orphan Drugs, Business Development, Financial Analysis
Education
University of Oxford 2004 — 2007
D.Phil (PhD)
The Johns Hopkins University 2001 — 2004
BS Honors
Andover High School 1999 — 2001
High School Diploma
Ren Da Fu Zhong 1995 — 1999
Middle School Diploma
Ren Da Fu Xiao 1989 — 1995
Wellington Management January 2015 - Present
Sanford C. Bernstein April 2013 - December 2014
Campbell Alliance January 2011 - April 2013
Navigant Consulting 2009 - 2011
McKinsey & Company 2007 - 2009
Johns Hopkins University July 2004 - June 2008
Oxford Speakers Club October 2005 - June 2007
National Cancer Institute June 2004 - September 2004
Skills
Biotechnology, Oncology, Strategy, Financial Modeling, Pharmaceutical Industry, Neuroscience, Lifesciences, Clinical Development, Management Consulting, Market Access, Strategic Consulting, Commercialization, Life Sciences, Cell Culture, Pharmaceuticals, Strategic Planning, Marketing Strategy, Portfolio Management, R&D, Cardiology, China, Emerging Markets, CFA, Mandarin, Therapeutic areas, Pricing Strategy, Heart Disease, Metabolic Diseases, Valuation, IPO, Molecular Diagnostics, Genomics, Hospital Reimbursement, Reimbursement, Clinical Trial Analysis, Orphan Drugs, Business Development, Financial Analysis
Education
University of Oxford 2004 — 2007
D.Phil (PhD)
The Johns Hopkins University 2001 — 2004
BS Honors
Andover High School 1999 — 2001
High School Diploma
Ren Da Fu Zhong 1995 — 1999
Middle School Diploma
Ren Da Fu Xiao 1989 — 1995
Daniel Heise Daniel Heise's Sanford C. Bernstein Experience 2010 - 2012
Job
Industry Financial Services
Experience
Sanford C. Bernstein 2010 - 2012
Sanford C. Bernstein 2007 - 2010
Hamburg, Karic, Edwards & Martin LLP 2005 - 2007
Skills
Investments, Equity Research, Equities, Bloomberg, Microsoft Excel, Financial Modeling, Spreadsheet Design, Institutional Sales, VBA, Capital IQ, Factset, Nielsen, JavaScript, Euromonitor, Series 7
Education
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (B.A.), Philosophy
Sanford C. Bernstein 2010 - 2012
Sanford C. Bernstein 2007 - 2010
Hamburg, Karic, Edwards & Martin LLP 2005 - 2007
Skills
Investments, Equity Research, Equities, Bloomberg, Microsoft Excel, Financial Modeling, Spreadsheet Design, Institutional Sales, VBA, Capital IQ, Factset, Nielsen, JavaScript, Euromonitor, Series 7
Education
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (B.A.), Philosophy
Eileen Mercado Eileen Mercado's Sanford C. Bernstein Experience March 1996 - March 2002
Job Available: Administrative Assistant
Industry Executive Office
Experience
Staffing Agencies throughout Tampa Metro Area October 2014 - Present
Oasis Staffing May 2013 - November 2013
Pitney Bowes July 2005 - September 2010
Monroe Staffing Services December 2004 - July 2005
Ameritx September 2004 - December 2004
Medelco Inc March 2004 - May 2004
Manulife Wood Logan June 2003 - March 2004
The McIntyre Group November 2002 - April 2003
Sanford C. Bernstein March 1996 - March 2002
Skills
Excel, Customer Relations, Word, Customer Service, Outlook, Budgeting, Process Improvement, FileMaker, bilingual - spanish, Budgets, Microsoft Word, Access, Microsoft Excel, Team Building, Microsoft Office, Employee Relations, Team Leadership, PeopleSoft, Time Management, Management, Leadership, Training, Human Resources
Education
Pasco Hernando State College 2014 — 2016
Associate of Arts (A.A.), Business Administration and Management, General
University of Bridgeport 2008 — 2008
Business Administration
NY Bilingual Institute 1993 — 1993
Accounting Clerk
Bronx Community College 1987 — 1988
Accounting
Staffing Agencies throughout Tampa Metro Area October 2014 - Present
Oasis Staffing May 2013 - November 2013
Pitney Bowes July 2005 - September 2010
Monroe Staffing Services December 2004 - July 2005
Ameritx September 2004 - December 2004
Medelco Inc March 2004 - May 2004
Manulife Wood Logan June 2003 - March 2004
The McIntyre Group November 2002 - April 2003
Sanford C. Bernstein March 1996 - March 2002
Skills
Excel, Customer Relations, Word, Customer Service, Outlook, Budgeting, Process Improvement, FileMaker, bilingual - spanish, Budgets, Microsoft Word, Access, Microsoft Excel, Team Building, Microsoft Office, Employee Relations, Team Leadership, PeopleSoft, Time Management, Management, Leadership, Training, Human Resources
Education
Pasco Hernando State College 2014 — 2016
Associate of Arts (A.A.), Business Administration and Management, General
University of Bridgeport 2008 — 2008
Business Administration
NY Bilingual Institute 1993 — 1993
Accounting Clerk
Bronx Community College 1987 — 1988
Accounting
David Gerbosi David Gerbosi's Sanford C. Bernstein Experience January 1997 - October 2000
Job Assistant Vice President, Senior Project/Program Manager, Senior Analyst & Programmer
Industry Investment Management
Experience
AllianceBernstein October 2000 - Present
Sanford C. Bernstein January 1997 - October 2000
Sanford C. Bernstein December 1993 - December 1996
Sanford C. Bernstein June 1990 - December 1993
Chemical Banking Corp., now J.P. Morgan Chase October 1987 - June 1990
Skills
SDLC, Systems Analysis, Business Analysis, Matrix Management, Project Management, Sybase IQ, Sybase ASE, PowerBuilder, IBM Mainframe, Perl, Microsoft Office, Visio, Access, MS Project, SharePoint, Live Meeting, Sybase, Fire Safety, First Aid, Adult CPR, Middle Office, Microsoft SQL Server, Leadership, Fixed Income, Equities, Trading Systems, Financial Services, Management, Asset Management, Hedge Funds
Education
University at Buffalo 1982 — 1987
BA, Economics
ROI Training
Introduction to C# and the .NET Framework
Fitch Learning
Introduction to Derivatives
G.B. Davy Associates
Influencing Skills, Management and Professional Development
Total Systems Education, Ltd
Advanced Microsoft Project
IMA Consultants
Project Leadership, Management and Professional Development
CarrigLearning
Perl 5 Programming
Sybase Learning Connection
Adaptive Server Enterprise and Intro to SQL
Sybase Learning Connection
PowerBuilder
Mitchell & Associates
Developing Effective Communication Skills
AllianceBernstein October 2000 - Present
Sanford C. Bernstein January 1997 - October 2000
Sanford C. Bernstein December 1993 - December 1996
Sanford C. Bernstein June 1990 - December 1993
Chemical Banking Corp., now J.P. Morgan Chase October 1987 - June 1990
Skills
SDLC, Systems Analysis, Business Analysis, Matrix Management, Project Management, Sybase IQ, Sybase ASE, PowerBuilder, IBM Mainframe, Perl, Microsoft Office, Visio, Access, MS Project, SharePoint, Live Meeting, Sybase, Fire Safety, First Aid, Adult CPR, Middle Office, Microsoft SQL Server, Leadership, Fixed Income, Equities, Trading Systems, Financial Services, Management, Asset Management, Hedge Funds
Education
University at Buffalo 1982 — 1987
BA, Economics
ROI Training
Introduction to C# and the .NET Framework
Fitch Learning
Introduction to Derivatives
G.B. Davy Associates
Influencing Skills, Management and Professional Development
Total Systems Education, Ltd
Advanced Microsoft Project
IMA Consultants
Project Leadership, Management and Professional Development
CarrigLearning
Perl 5 Programming
Sybase Learning Connection
Adaptive Server Enterprise and Intro to SQL
Sybase Learning Connection
PowerBuilder
Mitchell & Associates
Developing Effective Communication Skills
Doreen Sinha Doreen Sinha's Sanford C. Bernstein Experience 2001 - 2003
Job Field Operations Manager Account Management, Genentech
Industry Biotechnology
Experience
Genentech April 2015 - Present
Genentech July 2007 - April 2015
Genentech August 2004 - July 2007
Sanford C. Bernstein 2001 - 2003
Skills
Data Analysis, Pharmaceutical Industry, Biotechnology, Lifesciences, Oncology, Competitive Analysis, Market Analysis, Healthcare, Data Management, Managed Care, Product Launch, Business Analytics, Infectious Diseases
Education
University of California, Berkeley
BA, Molecular & Cell Biology, Psychology
Genentech April 2015 - Present
Genentech July 2007 - April 2015
Genentech August 2004 - July 2007
Sanford C. Bernstein 2001 - 2003
Skills
Data Analysis, Pharmaceutical Industry, Biotechnology, Lifesciences, Oncology, Competitive Analysis, Market Analysis, Healthcare, Data Management, Managed Care, Product Launch, Business Analytics, Infectious Diseases
Education
University of California, Berkeley
BA, Molecular & Cell Biology, Psychology
Kia Sundberg Kia Sundberg's Sanford C. Bernstein Experience November 2003 - June 2004
Job Realtor at Lyon Real Estate
Industry Real Estate
Experience
Lyon Real Estate March 2006 - Present
PDI Global, Inc. August 2004 - January 2006
Sanford C. Bernstein November 2003 - June 2004
Skills
Short Sales, Foreclosures, Selling, Sellers, Listings, Real Estate, Relocation Buyers, Buyers, Marketing, Luxury Homes, Real Estate Transactions
Education
University of Arizona 1996 — 2000
BS, Entrepreneurship, Marketing
Lyon Real Estate March 2006 - Present
PDI Global, Inc. August 2004 - January 2006
Sanford C. Bernstein November 2003 - June 2004
Skills
Short Sales, Foreclosures, Selling, Sellers, Listings, Real Estate, Relocation Buyers, Buyers, Marketing, Luxury Homes, Real Estate Transactions
Education
University of Arizona 1996 — 2000
BS, Entrepreneurship, Marketing
Sammy Suzuki Sammy Suzuki's Sanford C. Bernstein Experience January 1997 - December 1998
Job Portfolio Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 2012 - Present
AllianceBernstein January 2008 - February 2015
AllianceBernstein January 2010 - December 2012
AllianceBernstein January 2005 - December 2007
AllianceBernstein July 2004 - December 2007
AllianceBernstein January 1999 - June 2004
Sanford C. Bernstein January 1997 - December 1998
Sanford C. Bernstein September 1994 - December 1996
Bain & Company June 1993 - August 1994
Education
University of Pennsylvania 1989 — 1993
Bachelor's Degree, Materials Engineering, magna cum laude
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor's Degree, Economics, magna cum laude
Hong Kong International School 1988 — 1989
High School
Yokohama International School 1985 — 1988
High School
AllianceBernstein January 2012 - Present
AllianceBernstein January 2008 - February 2015
AllianceBernstein January 2010 - December 2012
AllianceBernstein January 2005 - December 2007
AllianceBernstein July 2004 - December 2007
AllianceBernstein January 1999 - June 2004
Sanford C. Bernstein January 1997 - December 1998
Sanford C. Bernstein September 1994 - December 1996
Bain & Company June 1993 - August 1994
Education
University of Pennsylvania 1989 — 1993
Bachelor's Degree, Materials Engineering, magna cum laude
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor's Degree, Economics, magna cum laude
Hong Kong International School 1988 — 1989
High School
Yokohama International School 1985 — 1988
High School
Lesley Cook Lesley Cook's Sanford C. Bernstein Experience June 2014 - Present
Job Research Associate at Sanford C. Bernstein
Industry
Experience
Sanford C. Bernstein June 2014 - Present
Deutsche Bank June 2013 - August 2013
Houzz October 2012 - May 2013
Debora Chatwin, Brand Consultant July 2012 - August 2012
The Daily Pennsylvanian September 2011 - May 2012
Canadian Culture & English Summer Camp (CCCEA) June 2011 - August 2011
Haldanes June 2009 - July 2009
Skills
Social Media Marketing, Advertising, Social Media, PowerPoint, Marketing, InDesign, Photoshop, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BSc), Finance and Marketing
Island School, Hong Kong 2003 — 2010
IB Diploma, HL: Biology, Music, Mathematics; SL: Economics, English, Chinese
Sanford C. Bernstein June 2014 - Present
Deutsche Bank June 2013 - August 2013
Houzz October 2012 - May 2013
Debora Chatwin, Brand Consultant July 2012 - August 2012
The Daily Pennsylvanian September 2011 - May 2012
Canadian Culture & English Summer Camp (CCCEA) June 2011 - August 2011
Haldanes June 2009 - July 2009
Skills
Social Media Marketing, Advertising, Social Media, PowerPoint, Marketing, InDesign, Photoshop, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BSc), Finance and Marketing
Island School, Hong Kong 2003 — 2010
IB Diploma, HL: Biology, Music, Mathematics; SL: Economics, English, Chinese
Jack Reynolds Jack Reynolds's Sanford C. Bernstein Experience August 1990 - February 1992
Job Managing Director, Grandhaven LLC
Industry Real Estate
Experience
Grandhaven, LLC February 2009 - Present
Westridge Capital Management September 1997 - February 2009
Strong Capital Management May 1997 - December 1997
Pacific Financial Research February 1992 - January 1996
Sanford C. Bernstein August 1990 - February 1992
Payden & Rygel 1984 - 1992
A G. Becker 1982 - 1984
Skills
Institutional Investors, Fund Of Funds, Wall Street, Alternative Investments, Investor Relations, Investment Strategies, Investors, Hedging, Capital Markets, Client Service, Private Placements, Investor Presentations, Real Estate Investment, Foundations, Hedge Funds, Financial Markets, Equities, Fixed Income, Bonds, Stock, Debt, Real Estate, Investments, Securities, Asset Management, Consumer Products, Asset Managment, Investment Properties, Financial Services, Due Diligence, Mutual Funds, Mergers & Acquisitions, Business Development, Asset Allocation, Institutional..., Venture Capital, Brokerage, Emerging Markets, Finance, Investment Management, Disposition, Financial Structuring, Real Estate Economics, Portfolio Management, Valuation, Commercial Real Estate, Capital, Structured Finance, Real Estate Financing, Asset
Education
University of Southern California - Marshall School of Business 1971 — 1973
MBA, Marketing
University of Southern California 1966 — 1970
BA, English
Grandhaven, LLC February 2009 - Present
Westridge Capital Management September 1997 - February 2009
Strong Capital Management May 1997 - December 1997
Pacific Financial Research February 1992 - January 1996
Sanford C. Bernstein August 1990 - February 1992
Payden & Rygel 1984 - 1992
A G. Becker 1982 - 1984
Skills
Institutional Investors, Fund Of Funds, Wall Street, Alternative Investments, Investor Relations, Investment Strategies, Investors, Hedging, Capital Markets, Client Service, Private Placements, Investor Presentations, Real Estate Investment, Foundations, Hedge Funds, Financial Markets, Equities, Fixed Income, Bonds, Stock, Debt, Real Estate, Investments, Securities, Asset Management, Consumer Products, Asset Managment, Investment Properties, Financial Services, Due Diligence, Mutual Funds, Mergers & Acquisitions, Business Development, Asset Allocation, Institutional..., Venture Capital, Brokerage, Emerging Markets, Finance, Investment Management, Disposition, Financial Structuring, Real Estate Economics, Portfolio Management, Valuation, Commercial Real Estate, Capital, Structured Finance, Real Estate Financing, Asset
Education
University of Southern California - Marshall School of Business 1971 — 1973
MBA, Marketing
University of Southern California 1966 — 1970
BA, English
Richard Grunder's Sanford C. Bernstein Experience July 2001 - September 2004
Job Executive Director at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan January 2010 - Present
Childhaven April 2011 - Present
Kids Co. September 2002 - September 2012
BNY Mellon April 2006 - December 2009
Social Venture Partners Seattle 2006 - 2008
Merrill Lynch November 2004 - April 2006
Sanford C. Bernstein July 2001 - September 2004
Skills
Series 7, Finance, Risk Management, Financial Modeling, Investments, Alternative Investments, Asset Management, Estate Planning, Portfolio Management, Management, Asset Allocation, Wealth Management, Mergers & Acquisitions, Financial Analysis, Equities, Strategic Financial..., Retirement Planning, Valuation, Capital Markets
Education
University of Dayton 1989 — 1992
Bachelor of Arts (B.A.), Economics
J.P. Morgan January 2010 - Present
Childhaven April 2011 - Present
Kids Co. September 2002 - September 2012
BNY Mellon April 2006 - December 2009
Social Venture Partners Seattle 2006 - 2008
Merrill Lynch November 2004 - April 2006
Sanford C. Bernstein July 2001 - September 2004
Skills
Series 7, Finance, Risk Management, Financial Modeling, Investments, Alternative Investments, Asset Management, Estate Planning, Portfolio Management, Management, Asset Allocation, Wealth Management, Mergers & Acquisitions, Financial Analysis, Equities, Strategic Financial..., Retirement Planning, Valuation, Capital Markets
Education
University of Dayton 1989 — 1992
Bachelor of Arts (B.A.), Economics
Brian Nowak Brian Nowak's Sanford C. Bernstein Experience 2006 - 2010
Job Executive Director at Morgan Stanley
Industry Internet
Experience
Morgan Stanley January 2015 - Present
Susquehanna International Group, LLP (SIG) May 2013 - December 2014
Nomura Securities June 2010 - May 2013
Sanford C. Bernstein 2006 - 2010
PwC 2005 - 2006
Skills
Valuation, Financial Modeling, E-commerce, Online Advertising, Forecasting, Equities, Equity Research, Equity Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2005
Master of Accounting
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Morgan Stanley January 2015 - Present
Susquehanna International Group, LLP (SIG) May 2013 - December 2014
Nomura Securities June 2010 - May 2013
Sanford C. Bernstein 2006 - 2010
PwC 2005 - 2006
Skills
Valuation, Financial Modeling, E-commerce, Online Advertising, Forecasting, Equities, Equity Research, Equity Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2005
Master of Accounting
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Christina Jacobson Christina Jacobson's Sanford C. Bernstein Experience 2001 - 2003
Job Regional Sales Director, Tourism at Sojern
Industry Online Media
Experience
Sojern March 2015 - Present
Travora Media October 2009 - March 2015
Arthur Frommer's BudgetTravel.com 2009 - 2009
Travelzoo 2007 - 2009
Hotwire, Inc. 2006 - 2007
Zagat Survey 2003 - 2006
Sanford C. Bernstein 2001 - 2003
Skills
Digital Media, Advertising Sales, Digital Marketing, Digital Strategy, Social Marketing, Advertising, Online Advertising, New Business Development, Sales, Mobile Marketing, Strategic Partnerships, Content Strategy, Email Marketing, Media Buying, Mobile Advertising, Integrated Marketing, Media Planning, Online Marketing, Interactive Marketing, Strategy, Marketing
Education
Syracuse University 1997 — 2001
BA, Sociology, Maxwell School of Citizenship & Public Affairs, Minor: Communications, SI Newhouse School
Magruder High School 1993 — 1997
Sojern March 2015 - Present
Travora Media October 2009 - March 2015
Arthur Frommer's BudgetTravel.com 2009 - 2009
Travelzoo 2007 - 2009
Hotwire, Inc. 2006 - 2007
Zagat Survey 2003 - 2006
Sanford C. Bernstein 2001 - 2003
Skills
Digital Media, Advertising Sales, Digital Marketing, Digital Strategy, Social Marketing, Advertising, Online Advertising, New Business Development, Sales, Mobile Marketing, Strategic Partnerships, Content Strategy, Email Marketing, Media Buying, Mobile Advertising, Integrated Marketing, Media Planning, Online Marketing, Interactive Marketing, Strategy, Marketing
Education
Syracuse University 1997 — 2001
BA, Sociology, Maxwell School of Citizenship & Public Affairs, Minor: Communications, SI Newhouse School
Magruder High School 1993 — 1997
Kathryn (Kate) Norris's Sanford C. Bernstein Experience June 1997 - January 2003
Job AVPStrategic Business Development Family Office
Industry Insurance
Experience
ACE Private Risk Services February 2015 - Present
Fireman's Fund Insurance Company March 2014 - April 2015
Hub International September 2009 - February 2014
The Insurance Design Center LLC March 2007 - July 2009
Family Office Exchange January 2003 - March 2007
Sanford C. Bernstein June 1997 - January 2003
Omini Chicago Hotel May 1996 - June 1997
Alpha Gamma Delta June 1995 - April 1996
Skills
Yachting, Wealth Management, Investments, Wine, Risk Management, Public Relations, Family Office Risk..., Management, Leadership, Financial Risk, Insurance, Sales, Brokers, Strategy, High Net Worth..., Marketing, Strategic Planning, Business Development, Property, Portfolio Management
Education
The University of Kansas 1991 — 1995
BA, Communication Studies
ACE Private Risk Services February 2015 - Present
Fireman's Fund Insurance Company March 2014 - April 2015
Hub International September 2009 - February 2014
The Insurance Design Center LLC March 2007 - July 2009
Family Office Exchange January 2003 - March 2007
Sanford C. Bernstein June 1997 - January 2003
Omini Chicago Hotel May 1996 - June 1997
Alpha Gamma Delta June 1995 - April 1996
Skills
Yachting, Wealth Management, Investments, Wine, Risk Management, Public Relations, Family Office Risk..., Management, Leadership, Financial Risk, Insurance, Sales, Brokers, Strategy, High Net Worth..., Marketing, Strategic Planning, Business Development, Property, Portfolio Management
Education
The University of Kansas 1991 — 1995
BA, Communication Studies
Catherine Arnold Catherine Arnold's Sanford C. Bernstein Experience 1999 - 2004
Job Managing Director at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2013 - Present
Credit Suisse April 2004 - May 2013
Sanford C. Bernstein 1999 - 2004
Roche Pharmaceuticals 1995 - 1999
Booz Allen Hamilton 1992 - 1995
Ernst & Young 1990 - 1992
UPMC 1987 - 1990
Skills
Pharmaceuticals, Healthcare, Due Diligence, Emerging Markets, Valuation, Biotechnology, Strategic Planning, Marketing Strategy, New Business Development, Business Development, Market Analysis, Pharmaceutical Industry, Investments, Competitive Analysis, Mergers & Acquisitions, Equity Research, Equities, Hedge Funds, Strategy, Management, Medical Devices, Venture Capital, Portfolio Management, Corporate Development, Corporate Finance, Investment Banking, Financial Analysis, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA and MHA, Finance
University of Pittsburgh School of Nursing
Bachelor of Science in Nursing, Nursing
Wellington Management May 2013 - Present
Credit Suisse April 2004 - May 2013
Sanford C. Bernstein 1999 - 2004
Roche Pharmaceuticals 1995 - 1999
Booz Allen Hamilton 1992 - 1995
Ernst & Young 1990 - 1992
UPMC 1987 - 1990
Skills
Pharmaceuticals, Healthcare, Due Diligence, Emerging Markets, Valuation, Biotechnology, Strategic Planning, Marketing Strategy, New Business Development, Business Development, Market Analysis, Pharmaceutical Industry, Investments, Competitive Analysis, Mergers & Acquisitions, Equity Research, Equities, Hedge Funds, Strategy, Management, Medical Devices, Venture Capital, Portfolio Management, Corporate Development, Corporate Finance, Investment Banking, Financial Analysis, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA and MHA, Finance
University of Pittsburgh School of Nursing
Bachelor of Science in Nursing, Nursing
Veronica Zapasnik, CFA Veronica Zapasnik, CFA's Sanford C. Bernstein Experience October 2010 - April 2012
Job MBA Candidate at University of Chicago Booth School of Business
Industry Financial Services
Experience
University of Chicago Booth School of Business September 2012 - Present
Sanford C. Bernstein October 2010 - April 2012
HSBC, New York August 2009 - September 2010
HSBC, Geneva January 2009 - July 2009
HSBC, Singapore July 2008 - January 2009
HSBC, Dubai October 2007 - July 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
BA
University of Chicago Booth School of Business September 2012 - Present
Sanford C. Bernstein October 2010 - April 2012
HSBC, New York August 2009 - September 2010
HSBC, Geneva January 2009 - July 2009
HSBC, Singapore July 2008 - January 2009
HSBC, Dubai October 2007 - July 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
BA
Rhonda Singer's Sanford C. Bernstein Experience March 1998 - Present
Job Managing Director at Sanford C. Bernstein
Industry Investment Management
Experience
Bernstein Investment Research and Management March 1998 - Present
Sanford C. Bernstein March 1998 - Present
Goldman Sachs 1991 - 1998
Skills
Investment Management, Investment Banking, Equities, Hedge Funds, Asset Managment, Equity Research, Private Equity, Investments, Valuation, Portfolio Management, Capital Markets, Bloomberg, Financial Modeling, Mutual Funds, Series 63, Series 24, Hold Series 7, Sales, Recruiting, Salesforce Training, Equity Trading
Education
Wharton Business School 2005 — 2007
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1987 — 1991
Bachelor of Arts (B.A.), East Asian Studies, Magna Cum Laude
Bernstein Investment Research and Management March 1998 - Present
Sanford C. Bernstein March 1998 - Present
Goldman Sachs 1991 - 1998
Skills
Investment Management, Investment Banking, Equities, Hedge Funds, Asset Managment, Equity Research, Private Equity, Investments, Valuation, Portfolio Management, Capital Markets, Bloomberg, Financial Modeling, Mutual Funds, Series 63, Series 24, Hold Series 7, Sales, Recruiting, Salesforce Training, Equity Trading
Education
Wharton Business School 2005 — 2007
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1987 — 1991
Bachelor of Arts (B.A.), East Asian Studies, Magna Cum Laude
Masis Kevorkian Masis Kevorkian's Sanford C. Bernstein Experience April 1999 - January 2001
Job Real Estate, Gaming & Finance
Industry Real Estate
Experience
Stones Gambling Hall July 2014 - Present
Monarch Group January 2006 - Present
Neuberger Berman February 2005 - January 2006
Deutsche Bank January 2001 - February 2005
Sanford C. Bernstein April 1999 - January 2001
Skills
Asset Managment, Alternative Investments, Hedge Funds, Capital Markets, Equities, Strategic Financial..., Wealth Management..., Financial Advisory, Strategic Planning, Corporate Finance, Portfolio Management, Asset Allocation, Investment Advisory, Private Equity, Investments, Fixed Income, Finance, Real Estate
Education
University of Arizona 1994 — 1997
Bachelor of Science in Business Administration, Finance
Stones Gambling Hall July 2014 - Present
Monarch Group January 2006 - Present
Neuberger Berman February 2005 - January 2006
Deutsche Bank January 2001 - February 2005
Sanford C. Bernstein April 1999 - January 2001
Skills
Asset Managment, Alternative Investments, Hedge Funds, Capital Markets, Equities, Strategic Financial..., Wealth Management..., Financial Advisory, Strategic Planning, Corporate Finance, Portfolio Management, Asset Allocation, Investment Advisory, Private Equity, Investments, Fixed Income, Finance, Real Estate
Education
University of Arizona 1994 — 1997
Bachelor of Science in Business Administration, Finance
Bill McCoy Bill McCoy's Sanford C. Bernstein Experience 1995 - 1999
Job Product Manager at Factset Research
Industry Information Services
Experience
FactSet Research Systems 2007 - Present
FactSet Research Systems 2005 - Present
Derivative Solutions 1999 - 2005
Sanford C. Bernstein 1995 - 1999
Global Advanced Technology 1991 - 1995
GAT 1991 - 1995
Global Advanced Technology (GAT) 1991 - 1995
Aiyer Investments, Banque Paribas 1989 - 1991
JP Morgan 1985 - 1989
Federal Reserve Bank of New York 1982 - 1985
Skills
Quantitative Analytics, Portfolio Management, Market Data, Fixed Income, Equities, Portfolio Optimization, Derivatives, Quantitative Finance, Bonds, Market Risk, Financial Markets, Credit Derivatives, Risk Management, Financial Modeling, Capital Markets, Structured Products, Bloomberg, Hedge Funds, Electronic Trading, Trading Systems, Options
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
Advanced Professional Certificate, Investment Finance
University of North Carolina at Chapel Hill 1980 — 1982
MS, Operations Research
University of North Carolina at Chapel Hill 1977 — 1980
BS, Mathematics
FactSet Research Systems 2007 - Present
FactSet Research Systems 2005 - Present
Derivative Solutions 1999 - 2005
Sanford C. Bernstein 1995 - 1999
Global Advanced Technology 1991 - 1995
GAT 1991 - 1995
Global Advanced Technology (GAT) 1991 - 1995
Aiyer Investments, Banque Paribas 1989 - 1991
JP Morgan 1985 - 1989
Federal Reserve Bank of New York 1982 - 1985
Skills
Quantitative Analytics, Portfolio Management, Market Data, Fixed Income, Equities, Portfolio Optimization, Derivatives, Quantitative Finance, Bonds, Market Risk, Financial Markets, Credit Derivatives, Risk Management, Financial Modeling, Capital Markets, Structured Products, Bloomberg, Hedge Funds, Electronic Trading, Trading Systems, Options
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
Advanced Professional Certificate, Investment Finance
University of North Carolina at Chapel Hill 1980 — 1982
MS, Operations Research
University of North Carolina at Chapel Hill 1977 — 1980
BS, Mathematics
Sara V. Mahoney Sara V. Mahoney's Sanford C. Bernstein Experience June 1997 - January 2005
Job Client Service Administrator at EBS Asset Management
Industry Financial Services
Experience
EBS Asset Management November 2012 - Present
ClientFirst Financial Strategies, Inc January 2011 - November 2012
Kiplinger Wealth Advisors August 2007 - August 2008
Sanford C. Bernstein June 1997 - January 2005
Skills
Equities, Portfolio Management, Investments, Bloomberg, Financial Analysis, Mutual Funds, Asset Allocation, Investment Strategies, Asset Management, Alternative Investments, Fixed Income, Equity Research, Asset Managment, Finance
Education
University of Dayton 1993 — 1997
Bachelor's degree
EBS Asset Management November 2012 - Present
ClientFirst Financial Strategies, Inc January 2011 - November 2012
Kiplinger Wealth Advisors August 2007 - August 2008
Sanford C. Bernstein June 1997 - January 2005
Skills
Equities, Portfolio Management, Investments, Bloomberg, Financial Analysis, Mutual Funds, Asset Allocation, Investment Strategies, Asset Management, Alternative Investments, Fixed Income, Equity Research, Asset Managment, Finance
Education
University of Dayton 1993 — 1997
Bachelor's degree
Laura Riegler's Sanford C. Bernstein Experience July 2013 - Present
Job Corporate Marketing Coordinator at Bernstein
Industry Events Services
Experience
Sanford C. Bernstein July 2013 - Present
SmithBucklin February 2013 - May 2013
Slevin & Hart, P.C. January 2011 - May 2013
American Land Title Association August 2012 - December 2012
Bisnow July 2012 - August 2012
Educational Testing Service (ETS) June 2011 - August 2011
Skills
Meeting Planning, Event Management, Event Planning, Coordinating Meetings, Conference Coordination, Convention Services, Social Media, Event Marketing Strategy, Trade Shows, Trade Show Production, Trade Show Signage, Sage CRM, Content Management, Social Networking, Blogging, Marketing, Facebook
Education
The George Washington University - School of Business 2009 — 2013
Bachelor, Business Administration - Sport/Event/Hospitality Management & Marketing
Kent State University Florence Program 2012 — 2012
Study Abroad - Business
Sanford C. Bernstein July 2013 - Present
SmithBucklin February 2013 - May 2013
Slevin & Hart, P.C. January 2011 - May 2013
American Land Title Association August 2012 - December 2012
Bisnow July 2012 - August 2012
Educational Testing Service (ETS) June 2011 - August 2011
Skills
Meeting Planning, Event Management, Event Planning, Coordinating Meetings, Conference Coordination, Convention Services, Social Media, Event Marketing Strategy, Trade Shows, Trade Show Production, Trade Show Signage, Sage CRM, Content Management, Social Networking, Blogging, Marketing, Facebook
Education
The George Washington University - School of Business 2009 — 2013
Bachelor, Business Administration - Sport/Event/Hospitality Management & Marketing
Kent State University Florence Program 2012 — 2012
Study Abroad - Business
Jamie Grey's Sanford C. Bernstein Experience 1995 - 1997
Job Managing Director at Access Staffing
Industry Financial Services
Experience
Access Staffing 1998 - Present
Lehman Brothers 1997 - 1998
Sanford C. Bernstein 1995 - 1997
Skills
Talent Acquisition, Executive Search, Technical Recruiting, Permanent Placement, Direct Sourcing, Sourcing, Recruiting, Networking, Talent Management, Internet Recruiting, Financial Services, Investment Banking, Sales, Interviews, Screening, CRM, Hiring, Human Resources, Finance, Portfolio Management, Employee Relations, Employee Benefits, Relationship Management, Search, SDLC
Education
State University of New York at Albany
BS, Finance
Access Staffing 1998 - Present
Lehman Brothers 1997 - 1998
Sanford C. Bernstein 1995 - 1997
Skills
Talent Acquisition, Executive Search, Technical Recruiting, Permanent Placement, Direct Sourcing, Sourcing, Recruiting, Networking, Talent Management, Internet Recruiting, Financial Services, Investment Banking, Sales, Interviews, Screening, CRM, Hiring, Human Resources, Finance, Portfolio Management, Employee Relations, Employee Benefits, Relationship Management, Search, SDLC
Education
State University of New York at Albany
BS, Finance
Eric Garfunkel Eric Garfunkel's Sanford C. Bernstein Experience February 2011 - April 2015
Job Research Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management April 2015 - Present
Sanford C. Bernstein February 2011 - April 2015
Sanford C. Bernstein October 2003 - February 2011
Sanford C. Bernstein August 2002 - October 2003
Skills
Hardware, Research
Education
University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), International Relations
UBS Global Asset Management April 2015 - Present
Sanford C. Bernstein February 2011 - April 2015
Sanford C. Bernstein October 2003 - February 2011
Sanford C. Bernstein August 2002 - October 2003
Skills
Hardware, Research
Education
University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), International Relations
Kalpesh Patel Kalpesh Patel's Sanford C. Bernstein Experience 1999 - 2001
Job Research Analyst at Barclays
Industry Investment Banking
Experience
Barclays Capital 2012 - Present
Jefferies & Company 2008 - 2011
Bear Stearns 2005 - 2008
Lazard Asset Management 2002 - 2005
Deutsche Asset Management 2001 - 2002
Sanford C. Bernstein 1999 - 2001
DE Shaw 1999 - 1999
Skills
Equities, Equity Research, Industrials, Coal, Engineering, Construction, E&C, Engineering &..., Metals, Mining, Metals & Mining, Building Products, Building Materials, Investments, Investment Management, Investment Research, Valuation, Factset, Bloomberg, Fundamental Research, Research, Financial Modeling, Stock Picking, Series 7, Equity Valuation, Gold, Silver, Portfolio Management, Industrial Sector, Capital Markets, Asset Management, Trading, Hedge Funds, Fixed Income
Education
CFA Institute 2000 — 2003
CFA Charterholder
Tufts University 1995 — 1999
Bachelor of Arts
Barclays Capital 2012 - Present
Jefferies & Company 2008 - 2011
Bear Stearns 2005 - 2008
Lazard Asset Management 2002 - 2005
Deutsche Asset Management 2001 - 2002
Sanford C. Bernstein 1999 - 2001
DE Shaw 1999 - 1999
Skills
Equities, Equity Research, Industrials, Coal, Engineering, Construction, E&C, Engineering &..., Metals, Mining, Metals & Mining, Building Products, Building Materials, Investments, Investment Management, Investment Research, Valuation, Factset, Bloomberg, Fundamental Research, Research, Financial Modeling, Stock Picking, Series 7, Equity Valuation, Gold, Silver, Portfolio Management, Industrial Sector, Capital Markets, Asset Management, Trading, Hedge Funds, Fixed Income
Education
CFA Institute 2000 — 2003
CFA Charterholder
Tufts University 1995 — 1999
Bachelor of Arts
Marlyn Morris Marlyn Morris's Sanford C. Bernstein Experience March 2003 - September 2004
Job Operations at Axiom International Investors
Industry Financial Services
Experience
Axiom International Investors August 2006 - Present
Axiom International Investors September 2004 - August 2006
Sanford C. Bernstein March 2003 - September 2004
Skills
Customer Service, Microsoft Office, Process Improvement, Strategy
Education
The University of Connecticut School of Business
B.S, Business and Technology
Axiom International Investors August 2006 - Present
Axiom International Investors September 2004 - August 2006
Sanford C. Bernstein March 2003 - September 2004
Skills
Customer Service, Microsoft Office, Process Improvement, Strategy
Education
The University of Connecticut School of Business
B.S, Business and Technology
Angie Mahoney Angie Mahoney's Sanford C. Bernstein Experience June 1997 - August 1999
Job Financial ParaPlanner, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1999 - Present
Whimsy Daisy Designs October 2009 - Present
Sanford C. Bernstein June 1997 - August 1999
Skills
Successful Business..., Product Marketing, Online Marketing, Social Media Marketing, Marketing Communications, Fundraising, Non-profits..., Event Planning, Creative Writing, Personal Financial..., Financial Advisory, Investments, Portfolio Management, Life Insurance, Sales, Budgets, Series 7, Mutual Funds, Financial Modeling, Marketing Research, Finance, Nonprofits, Strategy, Mortgage Lending, Small Business, Leadership, Public Speaking, Asset Allocation, Negotiation, Insurance, Financial Analysis, Loans, Strategic Financial..., Marketing, Asset Management, Competitive Analysis
Education
University of Dayton 1993 — 1997
Bachelor of Science in Business Administration, Finance
Archbishop Alter High School 1989 — 1993
Ameriprise Financial Services, Inc. September 1999 - Present
Whimsy Daisy Designs October 2009 - Present
Sanford C. Bernstein June 1997 - August 1999
Skills
Successful Business..., Product Marketing, Online Marketing, Social Media Marketing, Marketing Communications, Fundraising, Non-profits..., Event Planning, Creative Writing, Personal Financial..., Financial Advisory, Investments, Portfolio Management, Life Insurance, Sales, Budgets, Series 7, Mutual Funds, Financial Modeling, Marketing Research, Finance, Nonprofits, Strategy, Mortgage Lending, Small Business, Leadership, Public Speaking, Asset Allocation, Negotiation, Insurance, Financial Analysis, Loans, Strategic Financial..., Marketing, Asset Management, Competitive Analysis
Education
University of Dayton 1993 — 1997
Bachelor of Science in Business Administration, Finance
Archbishop Alter High School 1989 — 1993
Elliott Park's Sanford C. Bernstein Experience September 1997 - September 1998
Job
Industry Information Technology and Services
Experience
TMP Worldwide March 2013 - Present
WorldNow July 2011 - March 2013
National Football League July 2008 - June 2011
Target Health Inc November 2004 - July 2008
Greater New York Insurance Companies July 2004 - November 2004
Information Builders June 2000 - May 2004
National Audubon Society October 1998 - June 2000
Sanford C. Bernstein September 1997 - September 1998
Skills
VMware, Active Directory, Servers, SQL, VMware ESX, Windows Server, Networking, DNS, Disaster Recovery, Microsoft Exchange, Data Center, Group Policy, VMware Infrastructure, SAN, IIS, Security, Storage, Microsoft SQL Server, Project Management, JavaScript, Troubleshooting, Microsoft SQL, Windows Cluster
Education
University at Buffalo 1993 — 1997
B.S., Computer Science
Brooklyn Tech High School 1989 — 1993
TMP Worldwide March 2013 - Present
WorldNow July 2011 - March 2013
National Football League July 2008 - June 2011
Target Health Inc November 2004 - July 2008
Greater New York Insurance Companies July 2004 - November 2004
Information Builders June 2000 - May 2004
National Audubon Society October 1998 - June 2000
Sanford C. Bernstein September 1997 - September 1998
Skills
VMware, Active Directory, Servers, SQL, VMware ESX, Windows Server, Networking, DNS, Disaster Recovery, Microsoft Exchange, Data Center, Group Policy, VMware Infrastructure, SAN, IIS, Security, Storage, Microsoft SQL Server, Project Management, JavaScript, Troubleshooting, Microsoft SQL, Windows Cluster
Education
University at Buffalo 1993 — 1997
B.S., Computer Science
Brooklyn Tech High School 1989 — 1993
Ian Gordon Ian Gordon's Sanford C. Bernstein Experience 2014 - Present
Job Vice President / Research Analyst at Sanford C. Bernstein
Industry Investment Management
Experience
Sanford C. Bernstein 2014 - Present
S&P Capital IQ 2012 - 2014
Sanford C. Bernstein 2011 - 2011
Sanford C. Bernstein 2009 - 2010
AllianceBernstein 2007 - 2009
Sanford C. Bernstein 2002 - 2007
Credit Suisse 1999 - 2002
ING Baring Furman Selz 1996 - 1999
Skills
Stock Picking, Financial Modeling, Due Diligence, Financial Analysis, P&L, Balance, Financial Projections, Industry Analysis, Fundamental Analysis, Strategy, Competitive Analysis, Valuation, Investment Banking, Bloomberg, Finance, Equities, Investments, Asset Management, Equity Research
Education
University of Pennsylvania 1992 — 1996
BS Econ, BS Engineering, Finance, Systems Science Engineering
Sanford C. Bernstein 2014 - Present
S&P Capital IQ 2012 - 2014
Sanford C. Bernstein 2011 - 2011
Sanford C. Bernstein 2009 - 2010
AllianceBernstein 2007 - 2009
Sanford C. Bernstein 2002 - 2007
Credit Suisse 1999 - 2002
ING Baring Furman Selz 1996 - 1999
Skills
Stock Picking, Financial Modeling, Due Diligence, Financial Analysis, P&L, Balance, Financial Projections, Industry Analysis, Fundamental Analysis, Strategy, Competitive Analysis, Valuation, Investment Banking, Bloomberg, Finance, Equities, Investments, Asset Management, Equity Research
Education
University of Pennsylvania 1992 — 1996
BS Econ, BS Engineering, Finance, Systems Science Engineering
Jason Park's Sanford C. Bernstein Experience June 2015 - Present
Job Senior Research Associate at Sanford C. Bernstein
Industry Investment Management
Experience
Sanford C. Bernstein June 2015 - Present
PIMCO June 2014 - August 2014
Institute for Development and Human Security March 2013 - August 2013
Latona Capital Management December 2009 - February 2013
IFC - International Finance Corporation April 2009 - June 2009
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business
Finance, Specialization in Entrepreneurship
Princeton in Beijing
Mandarin Chinese
The Bishop's School
Sanford C. Bernstein June 2015 - Present
PIMCO June 2014 - August 2014
Institute for Development and Human Security March 2013 - August 2013
Latona Capital Management December 2009 - February 2013
IFC - International Finance Corporation April 2009 - June 2009
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business
Finance, Specialization in Entrepreneurship
Princeton in Beijing
Mandarin Chinese
The Bishop's School
William Lampard Holmes William Lampard Holmes's Sanford C. Bernstein Experience May 2008 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Texas Pacific Group February 2010 - Present
Aperio Group, LLC December 2008 - June 2009
Sanford C. Bernstein May 2008 - October 2008
CIBC World Markets March 2008 - May 2008
TWI Group August 2006 - November 2007
Skills
Bloomberg, Salesforce.com, LexisNexis, Capital IQ, Westlaw, CRM software, Research, Sales Support
Education
Syracuse University 2004 — 2006
Bachelor of Arts, Political Science, Journalism
Texas Pacific Group February 2010 - Present
Aperio Group, LLC December 2008 - June 2009
Sanford C. Bernstein May 2008 - October 2008
CIBC World Markets March 2008 - May 2008
TWI Group August 2006 - November 2007
Skills
Bloomberg, Salesforce.com, LexisNexis, Capital IQ, Westlaw, CRM software, Research, Sales Support
Education
Syracuse University 2004 — 2006
Bachelor of Arts, Political Science, Journalism
Natalie Green Natalie Green's Sanford C. Bernstein Experience August 2002 - October 2002
Job Director of Strategic Partnership at Africa New Life
Industry Nonprofit Organization Management
Experience
Africa New Life November 2012 - Present
Africa New Life December 2009 - November 2012
MFI Austin August 2008 - September 2009
Red Lion LLC April 2007 - April 2008
Citi July 2006 - March 2007
Regents School of Austin August 2005 - May 2006
Citi October 2004 - May 2005
Smith Barney October 2002 - October 2004
Sanford C. Bernstein August 2002 - October 2002
Regents School of Austin August 2001 - July 2002
Skills
Event Planning, Non-profits, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, Customer Service, Strategic Planning, PowerPoint, Teaching, Microsoft Word, Research, Fundraising, Project Management, Community Outreach, Nonprofits, Leadership Development, Event Management, Strategic Partnerships, Marketing
Education
The University of Texas at Austin 1996 — 2001
Bachelor of Science (B.S.), Human Development and Family Sciences
Africa New Life November 2012 - Present
Africa New Life December 2009 - November 2012
MFI Austin August 2008 - September 2009
Red Lion LLC April 2007 - April 2008
Citi July 2006 - March 2007
Regents School of Austin August 2005 - May 2006
Citi October 2004 - May 2005
Smith Barney October 2002 - October 2004
Sanford C. Bernstein August 2002 - October 2002
Regents School of Austin August 2001 - July 2002
Skills
Event Planning, Non-profits, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, Customer Service, Strategic Planning, PowerPoint, Teaching, Microsoft Word, Research, Fundraising, Project Management, Community Outreach, Nonprofits, Leadership Development, Event Management, Strategic Partnerships, Marketing
Education
The University of Texas at Austin 1996 — 2001
Bachelor of Science (B.S.), Human Development and Family Sciences
Alyssa Tierney Alyssa Tierney's Sanford C. Bernstein Experience April 1993 - April 1995
Job Owner at Monograms off Madison
Industry Retail
Experience
Monograms off Madison June 2010 - Present
A. Tierney, Inc. July 2001 - Present
PricewaterhouseCoopers 1995 - 2003
Sanford C. Bernstein April 1993 - April 1995
Education
The Catholic University of America 1988 — 1992
BS, Business
Morristown-Beard School 1984 — 1988
Monograms off Madison June 2010 - Present
A. Tierney, Inc. July 2001 - Present
PricewaterhouseCoopers 1995 - 2003
Sanford C. Bernstein April 1993 - April 1995
Education
The Catholic University of America 1988 — 1992
BS, Business
Morristown-Beard School 1984 — 1988
David Barnard David Barnard's Sanford C. Bernstein Experience 1998 - 2013
Job Head of Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management 2013 - Present
Sanford C. Bernstein 1998 - 2013
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
University of Notre Dame
Bachelor's Degree, English
Bernstein Private Wealth Management 2013 - Present
Sanford C. Bernstein 1998 - 2013
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
University of Notre Dame
Bachelor's Degree, English
Paula Romoff's Sanford C. Bernstein Experience September 1995 - May 1999
Job JP Morgan Chase
Industry Banking
Experience
Prudential Financial July 2013 - November 2014
FBR April 2002 - August 2005
FBR March 2001 - March 2002
Prudential Financial June 1999 - April 2001
Sanford C. Bernstein September 1995 - May 1999
Skills
Investments, Financial Services, Financial Analysis, Project Management, Equities, Customer Service, Insurance Planning, Strategic Planning, Prime Brokerage, Operations, Institutional Sales, Syndicate, Capital Markets
Education
The George Washington University 1991 — 1995
BA, Psychology, Cum Laude
Prudential Financial July 2013 - November 2014
FBR April 2002 - August 2005
FBR March 2001 - March 2002
Prudential Financial June 1999 - April 2001
Sanford C. Bernstein September 1995 - May 1999
Skills
Investments, Financial Services, Financial Analysis, Project Management, Equities, Customer Service, Insurance Planning, Strategic Planning, Prime Brokerage, Operations, Institutional Sales, Syndicate, Capital Markets
Education
The George Washington University 1991 — 1995
BA, Psychology, Cum Laude
Emily Kao, CIPM Emily Kao, CIPM's Sanford C. Bernstein Experience 2000 - 2003
Job Performance Associate
Industry Financial Services
Experience
Vontobel Asset Management September 2010 - Present
Calvert January 2008 - April 2008
Goldman Sachs January 2004 - April 2006
Sanford C. Bernstein 2000 - 2003
Skills
Financial Modeling
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2006 — 2008
MA, International Relations and International Economics
New York University - Leonard N. Stern School of Business 1996 — 2000
Bachelor of Science (B.S.), Finance
Vontobel Asset Management September 2010 - Present
Calvert January 2008 - April 2008
Goldman Sachs January 2004 - April 2006
Sanford C. Bernstein 2000 - 2003
Skills
Financial Modeling
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2006 — 2008
MA, International Relations and International Economics
New York University - Leonard N. Stern School of Business 1996 — 2000
Bachelor of Science (B.S.), Finance
Patrick McGorman Patrick McGorman's Sanford C. Bernstein Experience August 2010 - April 2013
Job Registered Principal and District Advisor at First Command Financial Services, Inc.
Industry Financial Services
Experience
First Command Financial Services December 2014 - Present
First Command Financial Services May 2013 - Present
U.S. Army June 2005 - Present
Sanford C. Bernstein August 2010 - April 2013
Skills
Security Clearance, Leadership, Command, Operational Planning, Military Experience, Military Operations, Team Building, Weapons, Army, DoD, Organizational..., Management, Counterinsurgency, Defense, Risk Assessment, Combat, Series 7, Intelligence Analysis, Operations Management, Training, Homeland Security, Emergency Management, Security Management, Intelligence, Tactics, Analysis, Equity Trading, Global Macro, Financial Services, Business Relationship..., Military, Force Protection, Government Contracting, Reconnaissance, Government, Afghanistan, Interagency Coordination, Risk Management, Finance, Strategic Planning, Investments, Program Management, Leadership Development, Financial Analysis, Securities, Team Leadership, Military Logistics, Military Training
Education
United States Military Academy at West Point 2001 — 2005
B.S., Systems Engineering
New York Military Academy 1999 — 2001
High School
Cornwall High School 1997 — 1999
First Command Financial Services December 2014 - Present
First Command Financial Services May 2013 - Present
U.S. Army June 2005 - Present
Sanford C. Bernstein August 2010 - April 2013
Skills
Security Clearance, Leadership, Command, Operational Planning, Military Experience, Military Operations, Team Building, Weapons, Army, DoD, Organizational..., Management, Counterinsurgency, Defense, Risk Assessment, Combat, Series 7, Intelligence Analysis, Operations Management, Training, Homeland Security, Emergency Management, Security Management, Intelligence, Tactics, Analysis, Equity Trading, Global Macro, Financial Services, Business Relationship..., Military, Force Protection, Government Contracting, Reconnaissance, Government, Afghanistan, Interagency Coordination, Risk Management, Finance, Strategic Planning, Investments, Program Management, Leadership Development, Financial Analysis, Securities, Team Leadership, Military Logistics, Military Training
Education
United States Military Academy at West Point 2001 — 2005
B.S., Systems Engineering
New York Military Academy 1999 — 2001
High School
Cornwall High School 1997 — 1999
Theresa Balaran Theresa Balaran's Sanford C. Bernstein Experience 1984 - 1994
Job Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory 2009 - Present
FBR Wealth Management Group 1999 - 2009
Potomac Asset Management 1997 - 1999
The World Bank 1996 - 1996
Sanford C. Bernstein 1984 - 1994
Education
Radcliffe Publishing Procedures Course 1980 — 1980
Intensive course on magazine and book publishing
Trinity College Dublin 1978 — 1979
H. Dip., Anglo Irish Literature
The George Washington University 1975 — 1977
BA, Philosophy
Brown Advisory 2009 - Present
FBR Wealth Management Group 1999 - 2009
Potomac Asset Management 1997 - 1999
The World Bank 1996 - 1996
Sanford C. Bernstein 1984 - 1994
Education
Radcliffe Publishing Procedures Course 1980 — 1980
Intensive course on magazine and book publishing
Trinity College Dublin 1978 — 1979
H. Dip., Anglo Irish Literature
The George Washington University 1975 — 1977
BA, Philosophy
Carl Seiden Carl Seiden's Sanford C. Bernstein Experience 1992 - 1997
Job Seiden Pharmaceutical Strategies, LLC
Industry Pharmaceuticals
Experience
Seiden Pharmaceutical Strategies, LLC April 2006 - Present
OptiMed Wellness Pvt Ltd (dba The Center for Medical Weight Loss - India) January 2013 - Present
UBS Securities Co., Ltd 2004 - 2006
JP Morgan Chase 1997 - 2004
Sanford C. Bernstein 1992 - 1997
Bristol-Myers Squibb 1987 - 1992
General Electric 1984 - 1987
Skills
Pharmaceutical Industry, Marketing Strategy, Biopharmaceuticals, Business Strategy, Healthcare, Strategic Planning, Strategy, Valuation, Managed Care, Investments, Medical Devices, Market Research, Management, Marketing, Competitive Analysis, Financial Modeling, Start-ups
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (MBA)
Union College 1976 — 1980
BS, Biology
Seiden Pharmaceutical Strategies, LLC April 2006 - Present
OptiMed Wellness Pvt Ltd (dba The Center for Medical Weight Loss - India) January 2013 - Present
UBS Securities Co., Ltd 2004 - 2006
JP Morgan Chase 1997 - 2004
Sanford C. Bernstein 1992 - 1997
Bristol-Myers Squibb 1987 - 1992
General Electric 1984 - 1987
Skills
Pharmaceutical Industry, Marketing Strategy, Biopharmaceuticals, Business Strategy, Healthcare, Strategic Planning, Strategy, Valuation, Managed Care, Investments, Medical Devices, Market Research, Management, Marketing, Competitive Analysis, Financial Modeling, Start-ups
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (MBA)
Union College 1976 — 1980
BS, Biology
Tushar Hefa Tushar Hefa's Sanford C. Bernstein Experience 1996 - 1998
Job Assistant Controller at Parsons Brinckerhoff
Industry Accounting
Experience
Parsons Brinckerhoff June 2011 - Present
Double-Take Software 2005 - 2011
Double-Take Software 2001 - 2004
New York Life Insurance Company 1998 - 2000
Sanford C. Bernstein 1996 - 1998
Skills
Sarbanes-Oxley Act, Forecasting, Revenue Recognition, SEC filings, Account Reconciliation, Financial Reporting, Variance Analysis, Consolidation, Budgets, US GAAP, Internal Controls, Finance, General Ledger, Mergers, Hyperion Enterprise, Auditing, Accounting, Project Accounting, Financial Analysis, Mergers & Acquisitions, Cash Flow, Managerial Finance, Management, Due Diligence, Executive Management, Financial Modeling, Cash Management, Business Planning, External Audit, Financial Audits, CPA, IFRS, Financial Accounting, Analysis, Payroll, Financial Forecasting, Sarbanes-Oxley, GAAP, Journal Entries, Cash Flow Forecasting, Accounts Receivable, Leadership, Financial Statements, Accounts Payable, Process Improvement, Internal Audit, Capital Budgeting, Strategic Financial..., Acquisition Integration, Invoicing
Education
The College of New Jersey 1992 — 1996
Bachelor of Science (BS), Accounting
Parsons Brinckerhoff June 2011 - Present
Double-Take Software 2005 - 2011
Double-Take Software 2001 - 2004
New York Life Insurance Company 1998 - 2000
Sanford C. Bernstein 1996 - 1998
Skills
Sarbanes-Oxley Act, Forecasting, Revenue Recognition, SEC filings, Account Reconciliation, Financial Reporting, Variance Analysis, Consolidation, Budgets, US GAAP, Internal Controls, Finance, General Ledger, Mergers, Hyperion Enterprise, Auditing, Accounting, Project Accounting, Financial Analysis, Mergers & Acquisitions, Cash Flow, Managerial Finance, Management, Due Diligence, Executive Management, Financial Modeling, Cash Management, Business Planning, External Audit, Financial Audits, CPA, IFRS, Financial Accounting, Analysis, Payroll, Financial Forecasting, Sarbanes-Oxley, GAAP, Journal Entries, Cash Flow Forecasting, Accounts Receivable, Leadership, Financial Statements, Accounts Payable, Process Improvement, Internal Audit, Capital Budgeting, Strategic Financial..., Acquisition Integration, Invoicing
Education
The College of New Jersey 1992 — 1996
Bachelor of Science (BS), Accounting
Keith Laycock Keith Laycock's Sanford C. Bernstein Experience August 1995 - March 1999
Job Senior Managing Director Wealth Advisory at Northern Trust
Industry Investment Management
Experience
Northern Trust May 2013 - Present
Bank of Texas March 2012 - April 2013
US Trust March 1999 - December 2011
Sanford C. Bernstein August 1995 - March 1999
Southwest Corporate Federal Credit Union August 1990 - August 1995
Skills
Portfolio Management, Asset Allocation, Tactical Asset..., Comprehensive Wealth..., Investment Management, Finance, Wealth Management, Wealth Management..., Mutual Funds, Investments, Leadership, Wealth, Management, Alternative Investments, Investment Advisory, Asset Management, High Net Worth...
Education
Texas Tech University
MBA
The University of Texas at Austin
BBA, Finance
Northern Trust May 2013 - Present
Bank of Texas March 2012 - April 2013
US Trust March 1999 - December 2011
Sanford C. Bernstein August 1995 - March 1999
Southwest Corporate Federal Credit Union August 1990 - August 1995
Skills
Portfolio Management, Asset Allocation, Tactical Asset..., Comprehensive Wealth..., Investment Management, Finance, Wealth Management, Wealth Management..., Mutual Funds, Investments, Leadership, Wealth, Management, Alternative Investments, Investment Advisory, Asset Management, High Net Worth...
Education
Texas Tech University
MBA
The University of Texas at Austin
BBA, Finance
James Cantelupe James Cantelupe's Sanford C. Bernstein Experience November 2000 - March 2007
Job Founding Partner at Summit Trail Advisors
Industry Financial Services
Experience
Summit Trail Advisors July 2015 - Present
Barclays March 2007 - July 2015
Sanford C. Bernstein November 2000 - March 2007
National Football League 1998 - 2000
Education
United States Military Academy at West Point 1992 — 1996
Summit Trail Advisors July 2015 - Present
Barclays March 2007 - July 2015
Sanford C. Bernstein November 2000 - March 2007
National Football League 1998 - 2000
Education
United States Military Academy at West Point 1992 — 1996
Trang Luong's Sanford C. Bernstein Experience June 2013 - Present
Job Equity Research Associate at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein June 2013 - Present
AllianceBernstein June 2011 - June 2013
Bradley, Foster & Sargent, Inc. May 2010 - July 2010
Trinity College - Hartford June 2009 - August 2009
Skills
Research, Economics, Financial Modeling, Financial Analysis, Data Analysis, Fixed Income, Equity Research, Bloomberg Terminal, Valuation, Microsoft Excel, PowerPoint, Asset Management, Bloomberg
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science (B.Sc.), Economics, with Honors
Sanford C. Bernstein June 2013 - Present
AllianceBernstein June 2011 - June 2013
Bradley, Foster & Sargent, Inc. May 2010 - July 2010
Trinity College - Hartford June 2009 - August 2009
Skills
Research, Economics, Financial Modeling, Financial Analysis, Data Analysis, Fixed Income, Equity Research, Bloomberg Terminal, Valuation, Microsoft Excel, PowerPoint, Asset Management, Bloomberg
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science (B.Sc.), Economics, with Honors
Krista Gough Krista Gough's Sanford C. Bernstein Experience June 2001 - September 2002
Job VP Client Service Rep for Prime Brokerage at Merrill Lynch
Industry Financial Services
Experience
Bank of America April 2007 - Present
Merrill Lynch September 2005 - April 2007
Citi September 2002 - September 2005
Sanford C. Bernstein June 2001 - September 2002
Skills
Client Services, Series 7, Series 63, Hedge Funds, Securities, Bloomberg, Financial Services, Options, Alternative Investments, Equities, Electronic Trading, Settlement, Bonds, Back Office, Capital Markets, Fixed Income, Mutual Funds, Relationship Management, Prime Brokerage, Risk Management, Derivatives, Investments, FINRA, Asset Management, Banking, Middle Office, Trading Systems, Equity Derivatives, Equity Trading, Wealth Management, FX Options, Investment Banking, Trading, Portfolio Management, Financial Markets
Education
University of Delaware 1997 — 2001
Bachleor of Science, Marketing
University of Delaware 1997 — 2001
Bachelor of Science (B.S.), Marketing
Bank of America April 2007 - Present
Merrill Lynch September 2005 - April 2007
Citi September 2002 - September 2005
Sanford C. Bernstein June 2001 - September 2002
Skills
Client Services, Series 7, Series 63, Hedge Funds, Securities, Bloomberg, Financial Services, Options, Alternative Investments, Equities, Electronic Trading, Settlement, Bonds, Back Office, Capital Markets, Fixed Income, Mutual Funds, Relationship Management, Prime Brokerage, Risk Management, Derivatives, Investments, FINRA, Asset Management, Banking, Middle Office, Trading Systems, Equity Derivatives, Equity Trading, Wealth Management, FX Options, Investment Banking, Trading, Portfolio Management, Financial Markets
Education
University of Delaware 1997 — 2001
Bachleor of Science, Marketing
University of Delaware 1997 — 2001
Bachelor of Science (B.S.), Marketing
Leslie A. Stern Leslie A. Stern's Sanford C. Bernstein Experience March 2010 - September 2011
Job Vice President, US Control Room at SMBC Nikko Securities America
Industry Financial Services
Experience
SMBC Nikko Securities America April 2013 - Present
RBC Capital Markets, LLC September 2011 - August 2012
Sanford C. Bernstein March 2010 - September 2011
Tigris Financial Group Ltd. March 2009 - March 2010
Bear Stearns & Co September 2006 - December 2008
Lehman Brothers September 2004 - September 2006
Willkie Farr & Gallagher LLP September 2002 - September 2004
Education
University of Michigan Law School 1999 — 2002
Stony Brook University 1995 — 1997
BA, History, Political Science
SMBC Nikko Securities America April 2013 - Present
RBC Capital Markets, LLC September 2011 - August 2012
Sanford C. Bernstein March 2010 - September 2011
Tigris Financial Group Ltd. March 2009 - March 2010
Bear Stearns & Co September 2006 - December 2008
Lehman Brothers September 2004 - September 2006
Willkie Farr & Gallagher LLP September 2002 - September 2004
Education
University of Michigan Law School 1999 — 2002
Stony Brook University 1995 — 1997
BA, History, Political Science
Josh Harrington, CFA Josh Harrington, CFA's Sanford C. Bernstein Experience June 2000 - May 2004
Job
Industry Investment Management
Experience
Analytical Research Partners March 2010 - August 2012
TIAA-CREF June 2004 - February 2010
Sanford C. Bernstein June 2000 - May 2004
Skills
Investments, Portfolio Management, Due Diligence, Strategic Planning, Equity Valuation, Financial Analysis, Research, Project Management, Communication, Corporate Governance, Negotiation
Education
University of California, Berkeley
Masters of Business Administration, Corporate Strategy, Organizational Behavior, Governance
University of Missouri-Columbia
Bachelor's degree, Finance
Analytical Research Partners March 2010 - August 2012
TIAA-CREF June 2004 - February 2010
Sanford C. Bernstein June 2000 - May 2004
Skills
Investments, Portfolio Management, Due Diligence, Strategic Planning, Equity Valuation, Financial Analysis, Research, Project Management, Communication, Corporate Governance, Negotiation
Education
University of California, Berkeley
Masters of Business Administration, Corporate Strategy, Organizational Behavior, Governance
University of Missouri-Columbia
Bachelor's degree, Finance
Denis Smirnov, CFP® Denis Smirnov, CFP®'s Sanford C. Bernstein Experience May 2004 - January 2008
Job Financial Planner at Gordian Advisors
Industry Financial Services
Experience
Gordian Advisors July 2013 - Present
Bright Trading, LLC August 2011 - May 2013
Raymond James Financial January 2008 - August 2011
Sanford C. Bernstein May 2004 - January 2008
Dealogic November 2002 - May 2004
CIBC World Markets 2002 - 2002
Skills
Equities, Equity Research, Mergers, Portfolio Management, Investments, Fixed Income, Trading, Alternative Investments, Hedge Funds, Financial Markets, Asset Managment, Bloomberg, Series 7, Capital Markets, Investment Management, Investment Banking, Asset Allocation, Valuation, Financial Modeling, Bonds, Securities, Finance, Mergers & Acquisitions, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
BBA, Finance
University of Michigan 1998 — 2002
Bachelor of Business Administration, Business
Gordian Advisors July 2013 - Present
Bright Trading, LLC August 2011 - May 2013
Raymond James Financial January 2008 - August 2011
Sanford C. Bernstein May 2004 - January 2008
Dealogic November 2002 - May 2004
CIBC World Markets 2002 - 2002
Skills
Equities, Equity Research, Mergers, Portfolio Management, Investments, Fixed Income, Trading, Alternative Investments, Hedge Funds, Financial Markets, Asset Managment, Bloomberg, Series 7, Capital Markets, Investment Management, Investment Banking, Asset Allocation, Valuation, Financial Modeling, Bonds, Securities, Finance, Mergers & Acquisitions, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
BBA, Finance
University of Michigan 1998 — 2002
Bachelor of Business Administration, Business
Larry Greenwald ChFC®, CLU®,CASL®,RICP®,CLTC Larry Greenwald ChFC®, CLU®,CASL®,RICP®,CLTC's Sanford C. Bernstein Experience 1981 - 1992
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2009 - Present
Sanders Morris Harris January 2008 - September 2008
Leerink Swann & Co., Inc. May 2006 - January 2007
RBC Capital Markets June 1999 - February 2006
DRW 1999 - 2006
Sanford C. Bernstein 1981 - 1992
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Securities, Capital Markets, Equities, Series 7, Risk Management, Asset Managment, Valuation, Due Diligence, Fixed Income, Financial Analysis, Financial Modeling
Education
The American College 2009 — 2011
ChFC®, CLU®, CASL®, RICP®, Financial and Insurance Planning
University of New Haven 1975 — 1977
MBA, Finance
The University of Connecticut 1971 — 1975
BA, Liberal Arts and Sciences/Liberal Studies
Lenox Advisors January 2009 - Present
Sanders Morris Harris January 2008 - September 2008
Leerink Swann & Co., Inc. May 2006 - January 2007
RBC Capital Markets June 1999 - February 2006
DRW 1999 - 2006
Sanford C. Bernstein 1981 - 1992
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Securities, Capital Markets, Equities, Series 7, Risk Management, Asset Managment, Valuation, Due Diligence, Fixed Income, Financial Analysis, Financial Modeling
Education
The American College 2009 — 2011
ChFC®, CLU®, CASL®, RICP®, Financial and Insurance Planning
University of New Haven 1975 — 1977
MBA, Finance
The University of Connecticut 1971 — 1975
BA, Liberal Arts and Sciences/Liberal Studies
Danielle (Danielle Pierce) Zielinski Danielle (Danielle Pierce) Zielinski's Sanford C. Bernstein Experience September 2011 - May 2013
Job Recruiter at Two Sigma Investments
Industry Financial Services
Experience
Two Sigma Investments June 2014 - Present
Fortress Investment Group May 2013 - June 2014
Sanford C. Bernstein September 2011 - May 2013
US Securities and Exchange Commission March 2011 - June 2011
The American Land Title Association July 2010 - January 2011
U.S. Department of Justice October 2009 - September 2010
US Court of Appeals for the Federal Circuit November 2008 - May 2009
US Senator John J Flanagan June 2008 - August 2008
U.S. Department of Commerce January 2008 - May 2008
Skills
Writing, Accounting, Microsoft Office, Public Speaking, Microsoft Excel, Research, PowerPoint, Microsoft Word, Customer Service, Non-profits, Outlook, Budgets, Analysis, Data Analysis, Strategic Planning, English, Teamwork, Event Planning, Social Media, Financial Analysis, Team Building
Education
The George Washington University - School of Business 2007 — 2010
Bachelor of Accountancy, Accounting
Smithtown High School West
Two Sigma Investments June 2014 - Present
Fortress Investment Group May 2013 - June 2014
Sanford C. Bernstein September 2011 - May 2013
US Securities and Exchange Commission March 2011 - June 2011
The American Land Title Association July 2010 - January 2011
U.S. Department of Justice October 2009 - September 2010
US Court of Appeals for the Federal Circuit November 2008 - May 2009
US Senator John J Flanagan June 2008 - August 2008
U.S. Department of Commerce January 2008 - May 2008
Skills
Writing, Accounting, Microsoft Office, Public Speaking, Microsoft Excel, Research, PowerPoint, Microsoft Word, Customer Service, Non-profits, Outlook, Budgets, Analysis, Data Analysis, Strategic Planning, English, Teamwork, Event Planning, Social Media, Financial Analysis, Team Building
Education
The George Washington University - School of Business 2007 — 2010
Bachelor of Accountancy, Accounting
Smithtown High School West
Alexis Kwon Alexis Kwon's Sanford C. Bernstein Experience April 2007 - April 2010
Job Business Development Consultant at Clamour
Industry Internet
Experience
Clamour May 2014 - Present
H.P. Associates, Inc. March 2013 - March 2014
Foundation Asset Management 2012 - 2012
Sanford C. Bernstein April 2007 - April 2010
ING Financial Institutions Division March 2003 - April 2007
Prudential Financial January 2001 - March 2003
Coca Cola August 1999 - January 2001
Skills
Mutual Funds, Investments, Risk Management, Hedge Funds, Investment Banking, Portfolio Management, Trading, Talent Acquisition, Relationship Management, Financial Services, Client Relations
Education
University of Pennsylvania 1995 — 1999
BA, Economics, also minor in English
Clamour May 2014 - Present
H.P. Associates, Inc. March 2013 - March 2014
Foundation Asset Management 2012 - 2012
Sanford C. Bernstein April 2007 - April 2010
ING Financial Institutions Division March 2003 - April 2007
Prudential Financial January 2001 - March 2003
Coca Cola August 1999 - January 2001
Skills
Mutual Funds, Investments, Risk Management, Hedge Funds, Investment Banking, Portfolio Management, Trading, Talent Acquisition, Relationship Management, Financial Services, Client Relations
Education
University of Pennsylvania 1995 — 1999
BA, Economics, also minor in English
Peter Handy, CFA's Sanford C. Bernstein Experience August 2010 - December 2013
Job Bristol Seafood
Industry Food & Beverages
Experience
Bristol Seafood January 2014 - Present
Sanford C. Bernstein August 2010 - December 2013
JPMorgan Chase June 2008 - August 2010
BoxMyDorm June 2005 - October 2009
Education
Bellarmine College Preparatory
Highschool, General Education
University of Pennsylvania - The Wharton School
Bristol Seafood January 2014 - Present
Sanford C. Bernstein August 2010 - December 2013
JPMorgan Chase June 2008 - August 2010
BoxMyDorm June 2005 - October 2009
Education
Bellarmine College Preparatory
Highschool, General Education
University of Pennsylvania - The Wharton School
Ronald Hochman Ronald Hochman's Sanford C. Bernstein Experience March 1999 - Present
Job Director, Equity Sales/Trader at Sanford C. Bernstein
Industry Investment Management
Experience
Sanford C. Bernstein March 1999 - Present
Salomon Brothers 1986 - 1999
Education
Syracuse University 1981 — 1985
BS, Accounting
Sanford C. Bernstein March 1999 - Present
Salomon Brothers 1986 - 1999
Education
Syracuse University 1981 — 1985
BS, Accounting
John Scott John Scott's Sanford C. Bernstein Experience 1987 - 1990
Job Executive Vice President at Argus Research Group
Industry Financial Services
Experience
Argus Research 2010 - Present
Toronto Dominion Asset Management 2006 - 2009
Geometry Group 2000 - 2005
SoundView Technology Group 1994 - 2000
UBS 1990 - 1994
Sanford C. Bernstein 1987 - 1990
Morgan Stanley 1981 - 1987
Skills
International Business..., Business Model..., Strategic Partnerships, Institutional Research, Independent Research, Cross Border Marketing, Global Equities, Institutional Equities, Equities, Research, Marketing, Bloomberg, Securities, Cross Border, Institutional, Fund Of Funds, Entrepreneurship, Financial Analysis, Series 7, Equity Valuation, Business Development, Strategy, Product Management, Competitive Analysis, Alternative Investments, Hedge Funds
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
Investment Strategies and Portfolio Management Program
Argus Research 2010 - Present
Toronto Dominion Asset Management 2006 - 2009
Geometry Group 2000 - 2005
SoundView Technology Group 1994 - 2000
UBS 1990 - 1994
Sanford C. Bernstein 1987 - 1990
Morgan Stanley 1981 - 1987
Skills
International Business..., Business Model..., Strategic Partnerships, Institutional Research, Independent Research, Cross Border Marketing, Global Equities, Institutional Equities, Equities, Research, Marketing, Bloomberg, Securities, Cross Border, Institutional, Fund Of Funds, Entrepreneurship, Financial Analysis, Series 7, Equity Valuation, Business Development, Strategy, Product Management, Competitive Analysis, Alternative Investments, Hedge Funds
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
Investment Strategies and Portfolio Management Program
Ben Betcher, CFA Ben Betcher, CFA's Sanford C. Bernstein Experience September 2014 - Present
Job Equity Research Associate at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein September 2014 - Present
Skills
Microsoft Office, PowerPoint, Social Media Marketing, Facebook Marketing, Google Analytics, Financial Accounting, QuickBooks, Financial Modeling, Financial Analysis, Microsoft Excel, Business Strategy, Data Analysis, Finance, Management, Valuation, Investments
Education
Tufts University
B.S.
Sanford C. Bernstein September 2014 - Present
Skills
Microsoft Office, PowerPoint, Social Media Marketing, Facebook Marketing, Google Analytics, Financial Accounting, QuickBooks, Financial Modeling, Financial Analysis, Microsoft Excel, Business Strategy, Data Analysis, Finance, Management, Valuation, Investments
Education
Tufts University
B.S.
Rob Dezego Rob Dezego's Sanford C. Bernstein Experience 1996 - 2000
Job Experienced Finance Professional
Industry Marketing and Advertising
Experience
MediaCom October 2014 - Present
S&P Capital IQ February 2013 - May 2014
SunTrust Robinson Humphrey 2008 - 2012
Bank of America 2000 - 2008
Sanford C. Bernstein 1996 - 2000
Skills
Mergers & Acquisitions, Equities, Capital Markets, Asset Management, Hedge Funds, Financial Modeling, Equity Research, Valuation, Portfolio Management, Financial Analysis, Investment Banking, Telecommunications, Fixed Income, Investments, Business Development, Market Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1991 — 1995
BS, Economics
MediaCom October 2014 - Present
S&P Capital IQ February 2013 - May 2014
SunTrust Robinson Humphrey 2008 - 2012
Bank of America 2000 - 2008
Sanford C. Bernstein 1996 - 2000
Skills
Mergers & Acquisitions, Equities, Capital Markets, Asset Management, Hedge Funds, Financial Modeling, Equity Research, Valuation, Portfolio Management, Financial Analysis, Investment Banking, Telecommunications, Fixed Income, Investments, Business Development, Market Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1991 — 1995
BS, Economics
Samuel Bo Perry Samuel Bo Perry's Sanford C. Bernstein Experience 1994 - 1998
Job Partner at CapTrust Advisors, LLC
Industry Financial Services
Experience
CapTrust Advisors, LLC 1998 - Present
Sanford C. Bernstein 1994 - 1998
Bank of America 1987 - 1994
Education
University of North Carolina at Chapel Hill 1970 — 1972
Master of Business Administration (MBA), Finance, General
Stetson University 1966 — 1970
BBA, Finance
CapTrust Advisors, LLC 1998 - Present
Sanford C. Bernstein 1994 - 1998
Bank of America 1987 - 1994
Education
University of North Carolina at Chapel Hill 1970 — 1972
Master of Business Administration (MBA), Finance, General
Stetson University 1966 — 1970
BBA, Finance
Steven Schlow, CFA Steven Schlow, CFA's Sanford C. Bernstein Experience 2003 - 2005
Job Director, Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Partners 2011 - Present
Harding Loevner Management 2008 - 2011
Neuberger Berman 2005 - 2008
Sanford C. Bernstein 2003 - 2005
Skills
Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Investments, Mutual Funds, Series 7, Asset Allocation, Equities, ETFs, Investment Management, Separately Managed...
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Guggenheim Partners 2011 - Present
Harding Loevner Management 2008 - 2011
Neuberger Berman 2005 - 2008
Sanford C. Bernstein 2003 - 2005
Skills
Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Investments, Mutual Funds, Series 7, Asset Allocation, Equities, ETFs, Investment Management, Separately Managed...
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Glen Hansen Glen Hansen's Sanford C. Bernstein Experience 1992 - 1994
Job Vice President, Content Sales, AsiaPacific at A+E Networks
Industry Broadcast Media
Experience
A+E Networks August 2014 - Present
Zodiak Rights March 2012 - July 2014
FOX LOOK September 2010 - April 2012
Target Entertainment July 2006 - July 2010
Granada International / ITV January 2001 - June 2006
ITEL September 1994 - December 2000
Sanford C. Bernstein 1992 - 1994
Skills
Entertainment, Business Development, Licensing, Sales, Sales Operations, Digital Media, Broadcast, New Media, Television
Education
University of California, Santa Barbara
A+E Networks August 2014 - Present
Zodiak Rights March 2012 - July 2014
FOX LOOK September 2010 - April 2012
Target Entertainment July 2006 - July 2010
Granada International / ITV January 2001 - June 2006
ITEL September 1994 - December 2000
Sanford C. Bernstein 1992 - 1994
Skills
Entertainment, Business Development, Licensing, Sales, Sales Operations, Digital Media, Broadcast, New Media, Television
Education
University of California, Santa Barbara
Cheryl de Krei's Sanford C. Bernstein Experience Senior Research AssociateJefferies & Co.2000 - 2006
Job Global Head of Publishing & Supervisory Analysts
Industry Investment Management
Experience
Sanford C. Bernstein Senior Research AssociateJefferies & Co.2000 - 2006
Skills
Financial Markets, Equity Research, Equities, Portfolio Management, Investment Research, FINRA, Investment Banking, Economics, Investment Management, Alternative Investments, Series 63, Emerging Markets, Due Diligence, Derivatives, Equity Valuation, Bloomberg, Valuation, Hedge Funds, Chartered Financial..., Fixed Income, Investments, Financial Modeling, Capital Markets, Asset Allocation, Asset Managment, Equity Trading, Trading, Securities
Education
University of Oregon 1998 — 2007
Doctor of Philosophy (PhD), English Literature (British and Commonwealth)
Sanford C. Bernstein Senior Research AssociateJefferies & Co.2000 - 2006
Skills
Financial Markets, Equity Research, Equities, Portfolio Management, Investment Research, FINRA, Investment Banking, Economics, Investment Management, Alternative Investments, Series 63, Emerging Markets, Due Diligence, Derivatives, Equity Valuation, Bloomberg, Valuation, Hedge Funds, Chartered Financial..., Fixed Income, Investments, Financial Modeling, Capital Markets, Asset Allocation, Asset Managment, Equity Trading, Trading, Securities
Education
University of Oregon 1998 — 2007
Doctor of Philosophy (PhD), English Literature (British and Commonwealth)
Jason Halpern Jason Halpern's Sanford C. Bernstein Experience March 2005 - September 2006
Job Product Manager at Bracket
Industry Financial Services
Experience
Bracket September 2013 - Present
Financial Software Systems February 2012 - September 2013
avVenta Worldwide May 2011 - January 2012
Reval January 2007 - May 2011
Comcast September 2006 - January 2007
Sanford C Bernstein March 2005 - September 2006
Affiliated Computer Services December 2003 - March 2005
ProcureStaff February 2002 - December 2003
LasikEyeSurgeon.com July 2001 - May 2003
CSC Consulting July 1999 - June 2001
Skills
Product Management, Project Management, Business Analysis, Software Project..., Analysis, Requirements Analysis, SDLC, SaaS, Risk Management, Product Development, Management Consulting, Program Management, Quality Assurance, Vendor Management, Competitive Analysis, Agile Methodologies, IT Solutions, Clinical Trials, Standards Compliance, Treasury Management, Derivatives, Hedge Accounting, SWIFT Payments, Management, Strategy, Consulting, Business Strategy, Process Improvement
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Strategy, Corporate Finance and Entrepreneurship
Tufts University 1995 — 1999
BA, Economics, International Relations and French
Bracket September 2013 - Present
Financial Software Systems February 2012 - September 2013
avVenta Worldwide May 2011 - January 2012
Reval January 2007 - May 2011
Comcast September 2006 - January 2007
Sanford C Bernstein March 2005 - September 2006
Affiliated Computer Services December 2003 - March 2005
ProcureStaff February 2002 - December 2003
LasikEyeSurgeon.com July 2001 - May 2003
CSC Consulting July 1999 - June 2001
Skills
Product Management, Project Management, Business Analysis, Software Project..., Analysis, Requirements Analysis, SDLC, SaaS, Risk Management, Product Development, Management Consulting, Program Management, Quality Assurance, Vendor Management, Competitive Analysis, Agile Methodologies, IT Solutions, Clinical Trials, Standards Compliance, Treasury Management, Derivatives, Hedge Accounting, SWIFT Payments, Management, Strategy, Consulting, Business Strategy, Process Improvement
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Strategy, Corporate Finance and Entrepreneurship
Tufts University 1995 — 1999
BA, Economics, International Relations and French
Denise Williams Denise Williams's Sanford C. Bernstein Experience October 1996 - June 2001
Job Vice President, Human Resources Sales & Distribution North America at IBM
Industry Computer Software
Experience
IBM May 2011 - Present
IBM May 2007 - May 2011
IBM May 2004 - May 2007
IBM June 2001 - May 2004
Sanford C. Bernstein October 1996 - June 2001
Alliance Bernstein 1996 - 2001
Coopers & Lybrand 1990 - 1996
Skills
Direct Sales, Performance Management, Talent Management, Personnel Management, Talent Acquisition, Change Management, Organizational..., HR Transformation, Employee Engagement, Technical Recruiting, Recruiting, Human Resources, Succession Planning, Business Process..., Organizational Design, Workforce Planning
Education
State University of New York at Albany
IBM May 2011 - Present
IBM May 2007 - May 2011
IBM May 2004 - May 2007
IBM June 2001 - May 2004
Sanford C. Bernstein October 1996 - June 2001
Alliance Bernstein 1996 - 2001
Coopers & Lybrand 1990 - 1996
Skills
Direct Sales, Performance Management, Talent Management, Personnel Management, Talent Acquisition, Change Management, Organizational..., HR Transformation, Employee Engagement, Technical Recruiting, Recruiting, Human Resources, Succession Planning, Business Process..., Organizational Design, Workforce Planning
Education
State University of New York at Albany
Carol Kim's Sanford C. Bernstein Experience November 2002 - August 2004
Job
Industry Consumer Goods
Experience
Quidsi Inc. April 2015 - Present
Quidsi Inc. April 2013 - April 2015
L'Oréal February 2010 - April 2013
Kraft Foods July 2006 - February 2010
Sanford C. Bernstein November 2002 - August 2004
McKinsey & Company September 1999 - July 2002
Education
Northwestern University - Kellogg School of Management
MBA
University of California, Berkeley
MPH
University of California, Berkeley - Walter A. Haas School of Business
University of California, San Diego
BA
Quidsi Inc. April 2015 - Present
Quidsi Inc. April 2013 - April 2015
L'Oréal February 2010 - April 2013
Kraft Foods July 2006 - February 2010
Sanford C. Bernstein November 2002 - August 2004
McKinsey & Company September 1999 - July 2002
Education
Northwestern University - Kellogg School of Management
MBA
University of California, Berkeley
MPH
University of California, Berkeley - Walter A. Haas School of Business
University of California, San Diego
BA
Seyonne Kang's Sanford C. Bernstein Experience 2002 - 2004
Job Investment Management
Industry Financial Services
Experience
Jasper Ridge Partners (fka Oak Hill Investment Management) 2014 - Present
Commonfund 2010 - 2014
Morgan Stanley 2004 - 2010
Sanford C. Bernstein 2002 - 2004
JPMorgan (Hambrecht & Quist) 2000 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Private Equity, Equity Research
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of Michigan
Bachelor's degree
Jasper Ridge Partners (fka Oak Hill Investment Management) 2014 - Present
Commonfund 2010 - 2014
Morgan Stanley 2004 - 2010
Sanford C. Bernstein 2002 - 2004
JPMorgan (Hambrecht & Quist) 2000 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Private Equity, Equity Research
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of Michigan
Bachelor's degree
Duncan Orr's Sanford C. Bernstein Experience June 2010 - August 2010
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2011 - Present
Sanford C. Bernstein June 2010 - August 2010
Pacific Equity Partners February 2007 - May 2009
McKinsey & Company March 2004 - December 2006
Skills
Management Consulting, Business Unit Strategy, Corporate Strategy, Turnaround Strategy, Corporate Finance, Corporate Development, Private Equity, Due Diligence, Valuation, Business Strategy, Financial Analysis, Consulting, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, with Honors
University of Auckland 2000 — 2003
BCom (Hons)
McKinsey & Company August 2011 - Present
Sanford C. Bernstein June 2010 - August 2010
Pacific Equity Partners February 2007 - May 2009
McKinsey & Company March 2004 - December 2006
Skills
Management Consulting, Business Unit Strategy, Corporate Strategy, Turnaround Strategy, Corporate Finance, Corporate Development, Private Equity, Due Diligence, Valuation, Business Strategy, Financial Analysis, Consulting, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, with Honors
University of Auckland 2000 — 2003
BCom (Hons)
Wells Winfrey's Sanford C. Bernstein Experience February 2015 - Present
Job Vice President at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein February 2015 - Present
Sanford C. Bernstein February 2012 - January 2015
Sanford C. Bernstein February 2010 - January 2012
Sanford C. Bernstein February 2007 - January 2010
OMD June 2005 - February 2007
Skills
Equities, Bloomberg, Hedge Funds, Equity Research, Equity Trading, Electronic Trading, Fixed Income, Asset Management, Alternative Investments
Education
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (B.A.)
The Hotchkiss School 1998 — 2001
The Allen-Stevenson School 1989 — 1998
Sanford C. Bernstein February 2015 - Present
Sanford C. Bernstein February 2012 - January 2015
Sanford C. Bernstein February 2010 - January 2012
Sanford C. Bernstein February 2007 - January 2010
OMD June 2005 - February 2007
Skills
Equities, Bloomberg, Hedge Funds, Equity Research, Equity Trading, Electronic Trading, Fixed Income, Asset Management, Alternative Investments
Education
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (B.A.)
The Hotchkiss School 1998 — 2001
The Allen-Stevenson School 1989 — 1998
Julie R. Mandell's Sanford C. Bernstein Experience 1996 - 2000
Job Fixed Income Client Portfolio Manager at Schroders
Industry Financial Services
Experience
Schroders March 2014 - Present
AllianceBernstein August 2009 - February 2014
AllianceBernstein March 1996 - December 2009
Sanford C. Bernstein 1996 - 2000
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
Union College 1991 — 1995
Schroders March 2014 - Present
AllianceBernstein August 2009 - February 2014
AllianceBernstein March 1996 - December 2009
Sanford C. Bernstein 1996 - 2000
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
Union College 1991 — 1995
Michele Francisco, CFP®'s Sanford C. Bernstein Experience February 2000 - December 2000
Job Partner, Senior Wealth Advisor
Industry Financial Services
Experience
RMB Capital Management April 2005 - Present
UBS Financial Services 2001 - 2005
Sanford C. Bernstein February 2000 - December 2000
Education
The George Washington University 1995 — 1999
Bachelor of Arts (B.A.), International Relations and Affairs
RMB Capital Management April 2005 - Present
UBS Financial Services 2001 - 2005
Sanford C. Bernstein February 2000 - December 2000
Education
The George Washington University 1995 — 1999
Bachelor of Arts (B.A.), International Relations and Affairs
Mary Aurelia Dacuma's Sanford C. Bernstein Experience March 2009 - November 2010
Job Writer and Editor
Industry Public Relations and Communications
Experience
HelloGiggles.com January 2012 - Present
Demand Media October 2013 - September 2015
AIG Life and Retirement November 2010 - October 2013
Sanford C. Bernstein March 2009 - November 2010
AIG Retirement Services May 2008 - March 2009
Manning Selvage & Lee June 2007 - May 2008
Manning Selvage & Lee May 2007 - October 2007
AIG SunAmerica January 2007 - May 2007
E! Entertainment October 2006 - December 2006
FilAm Arts 2006 - 2006
Skills
Media Relations, Internal Communications, Social Media, Public Relations, Corporate Communications, Editing, Event Planning, Marketing Communications, Crisis Communications, Event Management, PowerPoint, Marketing, Public Speaking, Copywriting, Social Media Marketing, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Press Releases, Outlook, Digital Media, Blogging, Photoshop, Speech Writing, Illustrator, Facebook, Adobe Creative Suite, Fundraising, Social Networking, Non-profits, Publicity, Campaigns, Management, Cision, Newsletters, Strategic Communications
Education
University of Southern California 2004 — 2007
Bachelor of Arts (BA), Communication
HelloGiggles.com January 2012 - Present
Demand Media October 2013 - September 2015
AIG Life and Retirement November 2010 - October 2013
Sanford C. Bernstein March 2009 - November 2010
AIG Retirement Services May 2008 - March 2009
Manning Selvage & Lee June 2007 - May 2008
Manning Selvage & Lee May 2007 - October 2007
AIG SunAmerica January 2007 - May 2007
E! Entertainment October 2006 - December 2006
FilAm Arts 2006 - 2006
Skills
Media Relations, Internal Communications, Social Media, Public Relations, Corporate Communications, Editing, Event Planning, Marketing Communications, Crisis Communications, Event Management, PowerPoint, Marketing, Public Speaking, Copywriting, Social Media Marketing, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Press Releases, Outlook, Digital Media, Blogging, Photoshop, Speech Writing, Illustrator, Facebook, Adobe Creative Suite, Fundraising, Social Networking, Non-profits, Publicity, Campaigns, Management, Cision, Newsletters, Strategic Communications
Education
University of Southern California 2004 — 2007
Bachelor of Arts (BA), Communication
Aditya Naik's Sanford C. Bernstein Experience March 2004 - February 2007
Job Associate Trader at Scopia Capital
Industry Capital Markets
Experience
Scopia Capital March 2007 - Present
Sanford C. Bernstein March 2004 - February 2007
Skills
Equities, Asset Management, Equity Derivatives, Value Investing, Trading Strategies, Portfolio Management, Trading, Hedge Funds, Performance Attribution, Stock Picking, Derivatives
Education
University of Rochester 1999 — 2003
Scopia Capital March 2007 - Present
Sanford C. Bernstein March 2004 - February 2007
Skills
Equities, Asset Management, Equity Derivatives, Value Investing, Trading Strategies, Portfolio Management, Trading, Hedge Funds, Performance Attribution, Stock Picking, Derivatives
Education
University of Rochester 1999 — 2003
Alex Shabshis's Sanford C. Bernstein Experience 1988 - 2000
Job Director of Quantitative Analysis at Sanders Capital
Industry Investment Management
Experience
Sanders Capital 2009 - Present
AllianceBernstein 2000 - 2009
Sanford C. Bernstein 1988 - 2000
Education
The Cooper Union for the Advancement of Science and Art 1984 — 1988
BEEE, Electrical Engineering
Sanders Capital 2009 - Present
AllianceBernstein 2000 - 2009
Sanford C. Bernstein 1988 - 2000
Education
The Cooper Union for the Advancement of Science and Art 1984 — 1988
BEEE, Electrical Engineering
Phillip Gutfleish's Sanford C. Bernstein Experience June 2001 - May 2005
Job Analyst at Elm Ridge Capital
Industry Financial Services
Experience
Elm Ridge Capital July 2006 - Present
Och-Ziff Capital Management June 2005 - May 2006
Sanford C. Bernstein June 2001 - May 2005
Credit Suisse August 2000 - May 2001
Istituto Nazionale delle Assicurazioni September 1996 - July 2000
Chase Manhattan Bank June 1994 - August 1996
Banca Commerciale Italiana September 1986 - June 1994
Skills
Valuation, Financial Modeling, Capital Markets, Investment Banking, Corporate Finance, Economics, Equities, Financial Analysis, Fixed Income, Equity Research, Investments, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Economics
University of California, Berkeley 1980 — 1981
University of Pennsylvania - The Wharton School 1978 — 1980
Elm Ridge Capital July 2006 - Present
Och-Ziff Capital Management June 2005 - May 2006
Sanford C. Bernstein June 2001 - May 2005
Credit Suisse August 2000 - May 2001
Istituto Nazionale delle Assicurazioni September 1996 - July 2000
Chase Manhattan Bank June 1994 - August 1996
Banca Commerciale Italiana September 1986 - June 1994
Skills
Valuation, Financial Modeling, Capital Markets, Investment Banking, Corporate Finance, Economics, Equities, Financial Analysis, Fixed Income, Equity Research, Investments, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Economics
University of California, Berkeley 1980 — 1981
University of Pennsylvania - The Wharton School 1978 — 1980
Jennifer Alvarez's Sanford C. Bernstein Experience May 1998 - August 1999
Job Vice President, Talent Recruitment at L'Oréal
Industry Human Resources
Experience
L'Oréal January 2013 - Present
L'Oréal July 2009 - January 2013
L'Oréal January 2008 - July 2009
L'Oréal March 2007 - December 2007
Johnson & Johnson July 2002 - February 2007
Hudson River Group September 1999 - June 2002
Sanford C. Bernstein May 1998 - August 1999
Keane February 1997 - May 1998
Arc of Westchester October 1994 - February 1997
Sanford C. Bernstein May 1992 - September 1994
Skills
Program Management, Process Improvement, IT Strategy, Project Management, Management, Leadership, Six Sigma, Organizational..., Marketing, Retail, Cross-functional Team..., Consumer Products, Business Intelligence, Business Analysis, Vendor Management
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
BS, Management Information Systems
L'Oréal January 2013 - Present
L'Oréal July 2009 - January 2013
L'Oréal January 2008 - July 2009
L'Oréal March 2007 - December 2007
Johnson & Johnson July 2002 - February 2007
Hudson River Group September 1999 - June 2002
Sanford C. Bernstein May 1998 - August 1999
Keane February 1997 - May 1998
Arc of Westchester October 1994 - February 1997
Sanford C. Bernstein May 1992 - September 1994
Skills
Program Management, Process Improvement, IT Strategy, Project Management, Management, Leadership, Six Sigma, Organizational..., Marketing, Retail, Cross-functional Team..., Consumer Products, Business Intelligence, Business Analysis, Vendor Management
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
BS, Management Information Systems
Beth Kolesar Connolly's Sanford C. Bernstein Experience 1999 - 2002
Job 7th Grade Math Teacher at Blind Brook Middle School
Industry Primary/Secondary Education
Experience
Blind Brook Middle School September 2003 - Present
AllianceBernstein June 1999 - January 2003
Sanford C. Bernstein 1999 - 2002
Education
University of Richmond 1995 — 1999
BA, Mathematics
Greenwich Academy 1991 — 1995
High School Diploma
Blind Brook Middle School September 2003 - Present
AllianceBernstein June 1999 - January 2003
Sanford C. Bernstein 1999 - 2002
Education
University of Richmond 1995 — 1999
BA, Mathematics
Greenwich Academy 1991 — 1995
High School Diploma
Kai Hanson's Sanford C. Bernstein Experience February 1999 - August 2000
Job Director Honeywell
Industry Information Technology and Services
Experience
Honeywell August 2012 - Present
Honeywell July 2011 - Present
Honeywell September 2007 - Present
Honeywell June 2003 - Present
Honeywell September 2000 - Present
Sanford C. Bernstein February 1999 - August 2000
Skills
Access Control, Business Continuity, C, CISSP, Change Management, Computer Security, Cross-functional Team..., Data Center, Disaster Recovery, Embedded Systems, Enterprise Architecture, IT Audit, IT Management, IT Operations, IT Service Management, IT Strategy, ITIL, Information Assurance, Information Security, Information Security..., Integration, Information Technology, Leadership, Intrusion Detection, Linux, MS Project, Management, Network Security, Operations Management, PCI DSS, Process Improvement, PMP, Project Management, Program Management, Requirements Analysis, Risk Assessment, Risk Management, SDLC, Security, Security Audits, Security Clearance, Security Management, SharePoint, Six Sigma, Software Development, Software Documentation, Software Engineering, Strategic Planning, Strategy, System Administration
Education
University of Minnesota - Carlson School of Management 1992 — 1996
BSB Finance
Honeywell August 2012 - Present
Honeywell July 2011 - Present
Honeywell September 2007 - Present
Honeywell June 2003 - Present
Honeywell September 2000 - Present
Sanford C. Bernstein February 1999 - August 2000
Skills
Access Control, Business Continuity, C, CISSP, Change Management, Computer Security, Cross-functional Team..., Data Center, Disaster Recovery, Embedded Systems, Enterprise Architecture, IT Audit, IT Management, IT Operations, IT Service Management, IT Strategy, ITIL, Information Assurance, Information Security, Information Security..., Integration, Information Technology, Leadership, Intrusion Detection, Linux, MS Project, Management, Network Security, Operations Management, PCI DSS, Process Improvement, PMP, Project Management, Program Management, Requirements Analysis, Risk Assessment, Risk Management, SDLC, Security, Security Audits, Security Clearance, Security Management, SharePoint, Six Sigma, Software Development, Software Documentation, Software Engineering, Strategic Planning, Strategy, System Administration
Education
University of Minnesota - Carlson School of Management 1992 — 1996
BSB Finance
Deric Bradford's Sanford C. Bernstein Experience January 2001 - June 2001
Job Director Global Markets Securitization at Credit Agricole CIB
Industry Capital Markets
Experience
Credit Agricole CIB April 2014 - Present
Credit Agricole CIB August 2010 - April 2014
NewOak Capital July 2009 - August 2010
HSBC May 2003 - January 2008
WestLB AG March 2003 - May 2003
WestLB AG June 2001 - March 2003
Sanford C. Bernstein January 2001 - June 2001
The Alliance Group Consulting October 1998 - June 2000
Skills
Structuring, ABS, Fixed Income, Securitization, Real Estate Investor, Financial Markets, Investment Banking, Financial Structuring, Derivatives, Structured Finance, Portfolio Management, Loan Origination, Hedge Funds
Education
University of California, Santa Barbara 1996 — 2000
B.A., Business - Economics w/ Accounting Emphasis
Credit Agricole CIB April 2014 - Present
Credit Agricole CIB August 2010 - April 2014
NewOak Capital July 2009 - August 2010
HSBC May 2003 - January 2008
WestLB AG March 2003 - May 2003
WestLB AG June 2001 - March 2003
Sanford C. Bernstein January 2001 - June 2001
The Alliance Group Consulting October 1998 - June 2000
Skills
Structuring, ABS, Fixed Income, Securitization, Real Estate Investor, Financial Markets, Investment Banking, Financial Structuring, Derivatives, Structured Finance, Portfolio Management, Loan Origination, Hedge Funds
Education
University of California, Santa Barbara 1996 — 2000
B.A., Business - Economics w/ Accounting Emphasis
Scott Jacobson's Sanford C. Bernstein Experience August 2009 - August 2011
Job Investment Strategist at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. April 2015 - Present
ClearVol Capital Management LLC August 2011 - March 2015
Wedbush Securities January 2013 - April 2014
Sanford C. Bernstein August 2009 - August 2011
Capstone Global Markets June 2007 - August 2009
Jefferies & Co. 1999 - 2006
Cargill Financial Services Corp. 1995 - 1998
Skills
Hedge Funds, Equities, Equity Trading, Options, Equity Research, Trading, Alternative Investments, Bloomberg, Electronic Trading, Capital Markets, Derivatives, Series 7, Fixed Income, Trading Systems, Equity Derivatives, Business Intelligence, Securities, Financial Markets, Commodity, Asset Management, Investments, ETFs, Investment Banking, Trading Strategies, Arbitrage, Proprietary Trading, Asset Allocation, Investment Strategies, Valuation, Structured Finance, Structured Products, Portfolio Management, Quantitative Finance, Hedging, Prime Brokerage, Volatility, Investment Management, Emerging Markets, Bonds, Market Data, Equity Valuation, FX Options, Swaps
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA
The University of North Dakota 1981 — 1985
BS, BBA, Accounting and Computer Science
Hirtle, Callaghan & Co. April 2015 - Present
ClearVol Capital Management LLC August 2011 - March 2015
Wedbush Securities January 2013 - April 2014
Sanford C. Bernstein August 2009 - August 2011
Capstone Global Markets June 2007 - August 2009
Jefferies & Co. 1999 - 2006
Cargill Financial Services Corp. 1995 - 1998
Skills
Hedge Funds, Equities, Equity Trading, Options, Equity Research, Trading, Alternative Investments, Bloomberg, Electronic Trading, Capital Markets, Derivatives, Series 7, Fixed Income, Trading Systems, Equity Derivatives, Business Intelligence, Securities, Financial Markets, Commodity, Asset Management, Investments, ETFs, Investment Banking, Trading Strategies, Arbitrage, Proprietary Trading, Asset Allocation, Investment Strategies, Valuation, Structured Finance, Structured Products, Portfolio Management, Quantitative Finance, Hedging, Prime Brokerage, Volatility, Investment Management, Emerging Markets, Bonds, Market Data, Equity Valuation, FX Options, Swaps
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA
The University of North Dakota 1981 — 1985
BS, BBA, Accounting and Computer Science
Samir Khare's Sanford C. Bernstein Experience Pricing ActuaryQuanta US Holdings2004 - 2005
Job Research Associate at Sanford C. Bernstein
Industry Insurance
Experience
Sanford C. Bernstein Pricing ActuaryQuanta US Holdings2004 - 2005
PricewaterhouseCoopers 2001 - 2004
Education
The University of British Columbia 1995 — 2001
Sanford C. Bernstein Pricing ActuaryQuanta US Holdings2004 - 2005
PricewaterhouseCoopers 2001 - 2004
Education
The University of British Columbia 1995 — 2001
Meredith Cohen's Sanford C. Bernstein Experience
Job Sales Assistant at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein
Skills
Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
BS, Finance
Sanford C. Bernstein
Skills
Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
BS, Finance
Bobby Uy's Sanford C. Bernstein Experience November 2009 - Present
Job Vice President at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein November 2009 - Present
Credit Suisse September 2006 - November 2009
Bloomberg Tradebook January 2004 - September 2006
Bloomberg, LP September 1996 - December 2003
Skills
Equities, Electronic Trading, Fixed Income, Options, Portfolio Management, Hedge Funds, Trading System, FX Options, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance and Marketing
University of Michigan 1992 — 1996
BA, Organizational Behaviors
United Nations International School 1988 — 1992
International Baccalaureate
Sanford C. Bernstein November 2009 - Present
Credit Suisse September 2006 - November 2009
Bloomberg Tradebook January 2004 - September 2006
Bloomberg, LP September 1996 - December 2003
Skills
Equities, Electronic Trading, Fixed Income, Options, Portfolio Management, Hedge Funds, Trading System, FX Options, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance and Marketing
University of Michigan 1992 — 1996
BA, Organizational Behaviors
United Nations International School 1988 — 1992
International Baccalaureate
Barry An's Sanford C. Bernstein Experience June 2009 - August 2009
Job Analyst at ICE Canyon LLC
Industry Financial Services
Experience
ICE Canyon LLC September 2012 - Present
Houlihan Lokey August 2010 - September 2012
Sanford C. Bernstein June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Corporate Finance, Valuation, Business Development, Financial Modeling, Investment Banking, Bloomberg
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (BSc), Economics
Torrey Pines High School 2002 — 2006
ICE Canyon LLC September 2012 - Present
Houlihan Lokey August 2010 - September 2012
Sanford C. Bernstein June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Corporate Finance, Valuation, Business Development, Financial Modeling, Investment Banking, Bloomberg
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (BSc), Economics
Torrey Pines High School 2002 — 2006
Zhiping (Ping) Zhao's Sanford C. Bernstein Experience 2001 - 2003
Job CoFounder at 280 First, Inc
Industry Banking
Experience
280 First, Inc April 2014 - Present
CreditSights 2003 - April 2014
Sanford C. Bernstein 2001 - 2003
Quantumbuy 2000 - 2001
McKinsey & Company 1996 - 2000
University of Washington 1993 - 1996
Skills
Capital Markets, Financial Modeling, Fixed Income, Valuation, Bloomberg, Equity Research, Management Consulting, Marketing, Strategy, Start-ups
Education
Yale University
Ph.D., M.S., Physics
Tsinghua University
Bachelor of Science (BSc), Physics
280 First, Inc April 2014 - Present
CreditSights 2003 - April 2014
Sanford C. Bernstein 2001 - 2003
Quantumbuy 2000 - 2001
McKinsey & Company 1996 - 2000
University of Washington 1993 - 1996
Skills
Capital Markets, Financial Modeling, Fixed Income, Valuation, Bloomberg, Equity Research, Management Consulting, Marketing, Strategy, Start-ups
Education
Yale University
Ph.D., M.S., Physics
Tsinghua University
Bachelor of Science (BSc), Physics
Justin Cesarski's Sanford C. Bernstein Experience March 2006 - April 2008
Job Brokerage Clearing Services at Wells Fargo Securities LLC
Industry Financial Services
Experience
Wells Fargo Securities LLC September 2014 - Present
Societe Generale June 2008 - August 2014
Sanford C. Bernstein March 2006 - April 2008
BNP Paribas May 2005 - March 2006
Knight Capital Group October 2003 - May 2005
West LB AG Inc. November 2000 - October 2003
GFI Group August 1999 - November 2000
Skills
Options, Bloomberg, Fidessa, Financial Markets, Capital Markets, Equity Derivatives, Trading Systems, Electronic Trading, Securities, Middle Office, Series 7, Equity Trading, Stocks, Swaps, Commodity, Financial Services, Market Data, Settlement, Back Office, ETFs, Equities, Derivatives, Asset Management, Valuation, Finance, BRDs, Equity Futures, Flextrade, Brass, Broadridge ADP, Omgeo Oasys, Microsoft Excel, Series 55, Fixed Income, FINRA, Investment Banking, Trading, Hedge Funds, Bloomberg Terminal, Hedging, Prime Brokerage, Series 63, Credit Derivatives
Education
University of Scranton 1995 — 1999
Wells Fargo Securities LLC September 2014 - Present
Societe Generale June 2008 - August 2014
Sanford C. Bernstein March 2006 - April 2008
BNP Paribas May 2005 - March 2006
Knight Capital Group October 2003 - May 2005
West LB AG Inc. November 2000 - October 2003
GFI Group August 1999 - November 2000
Skills
Options, Bloomberg, Fidessa, Financial Markets, Capital Markets, Equity Derivatives, Trading Systems, Electronic Trading, Securities, Middle Office, Series 7, Equity Trading, Stocks, Swaps, Commodity, Financial Services, Market Data, Settlement, Back Office, ETFs, Equities, Derivatives, Asset Management, Valuation, Finance, BRDs, Equity Futures, Flextrade, Brass, Broadridge ADP, Omgeo Oasys, Microsoft Excel, Series 55, Fixed Income, FINRA, Investment Banking, Trading, Hedge Funds, Bloomberg Terminal, Hedging, Prime Brokerage, Series 63, Credit Derivatives
Education
University of Scranton 1995 — 1999
James Lamke's Sanford C. Bernstein Experience July 2008 - Present
Job Senior Vice President Director Global Compliance/CoChief Compliance Officer at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein July 2008 - Present
Bear Stearns March 2006 - July 2008
Banc of America Securities LLC June 2005 - March 2006
BASS Trading (Currently BTIG) June 2003 - June 2005
Goldman Sach / Spear, Leeds & Kellogg June 1996 - May 2003
Spear, Leeds & Kellogg June 1996 - December 2000
NASD (Currently FINRA) June 1989 - June 1996
Education
The Johns Hopkins University - Carey Business School 1995 — 1997
University of Maryland University College 1989 — 1991
BS, Business
Sanford C. Bernstein July 2008 - Present
Bear Stearns March 2006 - July 2008
Banc of America Securities LLC June 2005 - March 2006
BASS Trading (Currently BTIG) June 2003 - June 2005
Goldman Sach / Spear, Leeds & Kellogg June 1996 - May 2003
Spear, Leeds & Kellogg June 1996 - December 2000
NASD (Currently FINRA) June 1989 - June 1996
Education
The Johns Hopkins University - Carey Business School 1995 — 1997
University of Maryland University College 1989 — 1991
BS, Business
Todd Pigott's Sanford C. Bernstein Experience August 2000 - March 2009
Job Financial Services | Institutional Sales | Business Development | Relationship Manager
Industry Financial Services
Experience
Sterne Agee February 2014 - April 2015
Macquarie Bank July 2010 - December 2013
Auriga USA, LLC July 2009 - July 2010
Sanford C. Bernstein August 2000 - March 2009
Skills
Equities, Equity Research, Institutional, Institutional Sales, Equity Sales, Series 7, Series 63, Investments, Bloomberg, Financial Modeling, Hedge Funds, Capital Markets, Asset Managment, Alternative Investments, Investment Strategies, Asset Management, Equity Valuation, Securities, Portfolio Management, Valuation
Education
UCLA Anderson School of Management
MBA, Finance
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Sterne Agee February 2014 - April 2015
Macquarie Bank July 2010 - December 2013
Auriga USA, LLC July 2009 - July 2010
Sanford C. Bernstein August 2000 - March 2009
Skills
Equities, Equity Research, Institutional, Institutional Sales, Equity Sales, Series 7, Series 63, Investments, Bloomberg, Financial Modeling, Hedge Funds, Capital Markets, Asset Managment, Alternative Investments, Investment Strategies, Asset Management, Equity Valuation, Securities, Portfolio Management, Valuation
Education
UCLA Anderson School of Management
MBA, Finance
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Robert Hecht's Sanford C. Bernstein Experience December 2010 - Present
Job at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein December 2010 - Present
Deutsche Bank September 2008 - November 2010
JP Morgan Securities 2007 - 2008
ITG 2003 - 2007
Societe Generale 1998 - 2001
Skills
Equities, Portfolio Management, Electronic Trading, Trading Systems, Equity Trading, Hedge Funds, Bloomberg, Capital Markets, Trading, Derivatives, Series 7, Financial Markets, Options, Equity Derivatives, Series 63, Alternative Investments, ETFs, Asset Managment, Series 24
Education
University at Albany, SUNY 1986 — 1990
BA, Economics
Sanford C. Bernstein December 2010 - Present
Deutsche Bank September 2008 - November 2010
JP Morgan Securities 2007 - 2008
ITG 2003 - 2007
Societe Generale 1998 - 2001
Skills
Equities, Portfolio Management, Electronic Trading, Trading Systems, Equity Trading, Hedge Funds, Bloomberg, Capital Markets, Trading, Derivatives, Series 7, Financial Markets, Options, Equity Derivatives, Series 63, Alternative Investments, ETFs, Asset Managment, Series 24
Education
University at Albany, SUNY 1986 — 1990
BA, Economics
Edward (Ted) Keller's Sanford C. Bernstein Experience January 2012 - March 2013
Job Analyst at Sigma Capital
Industry Financial Services
Experience
Sigma Capital March 2013 - Present
Sanford C. Bernstein January 2012 - March 2013
Sanford C. Bernstein May 2010 - December 2011
Jefferies & Company July 2009 - April 2010
Lehman Brothers June 2008 - August 2008
McKinley Capital Management June 2007 - August 2007
Skills
Financial Modeling, Financial Markets, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2009
The Lawrenceville School 2002 — 2005
Sigma Capital March 2013 - Present
Sanford C. Bernstein January 2012 - March 2013
Sanford C. Bernstein May 2010 - December 2011
Jefferies & Company July 2009 - April 2010
Lehman Brothers June 2008 - August 2008
McKinley Capital Management June 2007 - August 2007
Skills
Financial Modeling, Financial Markets, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2009
The Lawrenceville School 2002 — 2005
David Alter's Sanford C. Bernstein Experience 1992 - 1994
Job Director, Strategic Investment Research Group at Prudential Investments
Industry Investment Management
Experience
Prudential Investments July 2011 - Present
Prudential Retirement May 2010 - July 2011
Prudential Retirement May 2006 - May 2010
The Hartford 2006 - 2006
Advest 2003 - 2006
Paine Webber 1994 - 2003
Sanford C. Bernstein 1992 - 1994
Dean Witter Reynolds 1990 - 1992
Skills
Mutual Funds, Investments, Mergers & Acquisitions, Asset Allocation, Analysis, Business Development, Equities, Management, Portfolio Management
Education
The George Washington University 1985 — 1989
BA
Prudential Investments July 2011 - Present
Prudential Retirement May 2010 - July 2011
Prudential Retirement May 2006 - May 2010
The Hartford 2006 - 2006
Advest 2003 - 2006
Paine Webber 1994 - 2003
Sanford C. Bernstein 1992 - 1994
Dean Witter Reynolds 1990 - 1992
Skills
Mutual Funds, Investments, Mergers & Acquisitions, Asset Allocation, Analysis, Business Development, Equities, Management, Portfolio Management
Education
The George Washington University 1985 — 1989
BA
Don Alderson's Sanford C. Bernstein Experience January 2004 - January 2005
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management April 2007 - Present
RFMH, COLUMBIA UNIVERSITY January 2005 - February 2007
New York Academy of Medicine January 2005 - May 2005
Sanford C. Bernstein January 2004 - January 2005
Brown University August 2002 - January 2004
The Urban Institute May 1999 - August 2002
RESI June 1997 - November 1998
Skills
Data Analysis, Statistical Modeling, Matlab, SAS, Econometrics, Fixed Income, Risk Management, Biostatistics, BlackRock Aladdin, Splus/R, Stata, Publications, Yieldbook, Barclays Point, Presentations, Medical Research, Scientific Programming, Bloomberg, Quantitative Finance
Education
Virginia Polytechnic Institute and State University 1990 — 1994
BA, Economics
University of North Carolina at Chapel Hill
MS, Economics
Morgan Stanley Investment Management April 2007 - Present
RFMH, COLUMBIA UNIVERSITY January 2005 - February 2007
New York Academy of Medicine January 2005 - May 2005
Sanford C. Bernstein January 2004 - January 2005
Brown University August 2002 - January 2004
The Urban Institute May 1999 - August 2002
RESI June 1997 - November 1998
Skills
Data Analysis, Statistical Modeling, Matlab, SAS, Econometrics, Fixed Income, Risk Management, Biostatistics, BlackRock Aladdin, Splus/R, Stata, Publications, Yieldbook, Barclays Point, Presentations, Medical Research, Scientific Programming, Bloomberg, Quantitative Finance
Education
Virginia Polytechnic Institute and State University 1990 — 1994
BA, Economics
University of North Carolina at Chapel Hill
MS, Economics
Ruth Lin's Sanford C. Bernstein Experience June 2010 - August 2010
Job Analyst at Daruma Capital Management, LLC
Industry Financial Services
Experience
Daruma Capital Management, LLC July 2015 - Present
Andor Capital Management 2012 - 2013
Sanford C. Bernstein June 2010 - August 2010
Oracle December 2007 - April 2009
NICE Systems October 2005 - July 2007
Lintech 2004 - October 2005
Skills
Corporate Finance, Competitive Analysis, Equity Research, Financial Analysis, Strategy, Valuation, Analysis, Investments, Financial Modeling, Equities, Due Diligence, Venture Capital, Portfolio Management, Mergers & Acquisitions, Business Strategy
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Accounting
Tel Aviv University 2003 — 2007
B.Sc., Electricity, Electric Engineering and Computer Science
Daruma Capital Management, LLC July 2015 - Present
Andor Capital Management 2012 - 2013
Sanford C. Bernstein June 2010 - August 2010
Oracle December 2007 - April 2009
NICE Systems October 2005 - July 2007
Lintech 2004 - October 2005
Skills
Corporate Finance, Competitive Analysis, Equity Research, Financial Analysis, Strategy, Valuation, Analysis, Investments, Financial Modeling, Equities, Due Diligence, Venture Capital, Portfolio Management, Mergers & Acquisitions, Business Strategy
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Accounting
Tel Aviv University 2003 — 2007
B.Sc., Electricity, Electric Engineering and Computer Science
Bill Pecoriello's Sanford C. Bernstein Experience January 1996 - August 2001
Job Entrepreneur, consumer industry expert, data analytics, food and beverage industry, financial services, nonprofits
Industry Consumer Goods
Experience
GuestMetrics, LLC. January 2011 - Present
ConsumerEdge Research LLC February 2009 - Present
It's All Good Food Co August 2015 - Present
Blackbox Intelligence October 2011 - Present
Morgan Stanley August 2001 - January 2009
Sanford C. Bernstein January 1996 - August 2001
Mars & Co 1991 - 1995
Skills
Strategy, Management, Marketing Strategy, Mergers & Acquisitions, Business Strategy, Strategic Planning, Competitive Analysis, Analytics, Consulting, Sales, Business Development, Business Intelligence, Customer Insight, Due Diligence, Emerging Markets, Equities, Equity Research, Financial Modeling, Forecasting, Investments, Management Consulting
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance, Strategy
GuestMetrics, LLC. January 2011 - Present
ConsumerEdge Research LLC February 2009 - Present
It's All Good Food Co August 2015 - Present
Blackbox Intelligence October 2011 - Present
Morgan Stanley August 2001 - January 2009
Sanford C. Bernstein January 1996 - August 2001
Mars & Co 1991 - 1995
Skills
Strategy, Management, Marketing Strategy, Mergers & Acquisitions, Business Strategy, Strategic Planning, Competitive Analysis, Analytics, Consulting, Sales, Business Development, Business Intelligence, Customer Insight, Due Diligence, Emerging Markets, Equities, Equity Research, Financial Modeling, Forecasting, Investments, Management Consulting
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance, Strategy
Andrew Chung's Sanford C. Bernstein Experience June 2009 - June 2010
Job Research Analyst at Pzena Investment Management
Industry Financial Services
Experience
Pzena Investment Management September 2014 - Present
Dodge & Cox June 2010 - July 2014
Sanford C. Bernstein June 2009 - June 2010
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BSE, Finance, Management
University of Pennsylvania 2005 — 2009
BAS, Computer Science
Pzena Investment Management September 2014 - Present
Dodge & Cox June 2010 - July 2014
Sanford C. Bernstein June 2009 - June 2010
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BSE, Finance, Management
University of Pennsylvania 2005 — 2009
BAS, Computer Science
Lillian Gallick's Sanford C. Bernstein Experience February 2008 - June 2008
Job Graduate of the C.T. Bauer College of Business at the University of Houston
Industry Accounting
Experience
PwC September 2014 - Present
PwC January 2013 - March 2013
Sanford C. Bernstein February 2008 - June 2008
Skills
PowerPoint, Peachtree, Customer Service, Microsoft Excel, Accounting, Financial Analysis, Writing, Microsoft Word, Financial Modeling, Forecasting, Auditing, Finance, Account Reconciliation, Corporate Finance, IFRS, Financial Reporting, Analysis, Financial Accounting, GAAP, Microsoft Office, Research
Education
University of Houston, C.T. Bauer College of Business 2013 — 2014
Master of Science (MS), Accounting
University of Houston, C.T. Bauer College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
The George Washington University 2006 — 2007
PwC September 2014 - Present
PwC January 2013 - March 2013
Sanford C. Bernstein February 2008 - June 2008
Skills
PowerPoint, Peachtree, Customer Service, Microsoft Excel, Accounting, Financial Analysis, Writing, Microsoft Word, Financial Modeling, Forecasting, Auditing, Finance, Account Reconciliation, Corporate Finance, IFRS, Financial Reporting, Analysis, Financial Accounting, GAAP, Microsoft Office, Research
Education
University of Houston, C.T. Bauer College of Business 2013 — 2014
Master of Science (MS), Accounting
University of Houston, C.T. Bauer College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
The George Washington University 2006 — 2007
Tracy Schneider's Sanford C. Bernstein Experience 1995 - 2007
Job Global Wealth Professional Seeking New Opportunity
Industry Financial Services
Experience
Bernstein Private Wealth Management 2007 - 2015
Sanford C. Bernstein 1995 - 2007
Sanford C. Bernstein 1989 - 1995
Skills
Equities, Asset Managment, Alternative Investments, Series 7, Hedge Funds, Portfolio Management, Bloomberg, Mutual Funds, Asset Allocation, Wealth Management, Investments, Fixed Income, Asset Management, Management, Finance, Investment Management, Strategic Planning
Education
The George Washington University 1985 — 1989
Bachelor’s Degree, Finance
Bernstein Private Wealth Management 2007 - 2015
Sanford C. Bernstein 1995 - 2007
Sanford C. Bernstein 1989 - 1995
Skills
Equities, Asset Managment, Alternative Investments, Series 7, Hedge Funds, Portfolio Management, Bloomberg, Mutual Funds, Asset Allocation, Wealth Management, Investments, Fixed Income, Asset Management, Management, Finance, Investment Management, Strategic Planning
Education
The George Washington University 1985 — 1989
Bachelor’s Degree, Finance
Herrman Dana's Sanford C. Bernstein Experience Sr. Managing Directorbear stearns1994 - 2008
Job Vice President at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein Sr. Managing Directorbear stearns1994 - 2008
Education
Tufts University 1987 — 1991
BS, Psychology
Sanford C. Bernstein Sr. Managing Directorbear stearns1994 - 2008
Education
Tufts University 1987 — 1991
BS, Psychology
Dana Herrman's Sanford C. Bernstein Experience July 2008 - Present
Job Director at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein July 2008 - Present
Bear Stearns 1994 - 2008
Education
Tufts University 1987 — 1991
BS
Sanford C. Bernstein July 2008 - Present
Bear Stearns 1994 - 2008
Education
Tufts University 1987 — 1991
BS
Jonathan Segal's Sanford C. Bernstein Experience 2005 - 2007
Job Portfolio Manager, Managing Director Highbridge Capital Management
Industry Financial Services
Experience
Highbridge Capital Management May 2007 - Present
Sanford C. Bernstein 2005 - 2007
Education
University of Pennsylvania 2000 — 2004
BA
Highbridge Capital Management May 2007 - Present
Sanford C. Bernstein 2005 - 2007
Education
University of Pennsylvania 2000 — 2004
BA
Alyssa Reiter's Sanford C. Bernstein Experience 1988 - 1992
Job Sales Associate at Keller Williams Suburban Realty
Industry Real Estate
Experience
Keller Williams Suburban Realty August 2009 - Present
The Tempting Table 2005 - August 2009
Fox-Pitt, Kelton 1992 - 1998
Sanford C. Bernstein 1988 - 1992
Skills
Real Estate, Condos, Sellers, Equities, Equity Research, First Time Home Buyers, New Home Sales, Short Sales, Buyer Representation, Relocation, Public Relations
Education
New York University - Leonard N. Stern School of Business 1991 — 1996
MBA, Finance
The George Washington University 1983 — 1987
BBA, Finance/Marketing
Keller Williams Suburban Realty August 2009 - Present
The Tempting Table 2005 - August 2009
Fox-Pitt, Kelton 1992 - 1998
Sanford C. Bernstein 1988 - 1992
Skills
Real Estate, Condos, Sellers, Equities, Equity Research, First Time Home Buyers, New Home Sales, Short Sales, Buyer Representation, Relocation, Public Relations
Education
New York University - Leonard N. Stern School of Business 1991 — 1996
MBA, Finance
The George Washington University 1983 — 1987
BBA, Finance/Marketing
Solomon Kumin's Sanford C. Bernstein Experience December 2002 - January 2005
Job CEO at Folger Hill Asset Management
Industry Investment Management
Experience
Folger Hill Asset Management October 2014 - Present
SAC Capital January 2005 - January 2014
Sanford C. Bernstein December 2002 - January 2005
Lazard Asset Management June 1999 - November 2002
Skills
Alternative Investments, Equities, Fixed Income, Asset Management, Private Equity, Capital Markets, Bloomberg, Derivatives, Investments, Valuation, Investment Banking
Education
The Johns Hopkins University 1995 — 1999
Political Science and Government
Folger Hill Asset Management October 2014 - Present
SAC Capital January 2005 - January 2014
Sanford C. Bernstein December 2002 - January 2005
Lazard Asset Management June 1999 - November 2002
Skills
Alternative Investments, Equities, Fixed Income, Asset Management, Private Equity, Capital Markets, Bloomberg, Derivatives, Investments, Valuation, Investment Banking
Education
The Johns Hopkins University 1995 — 1999
Political Science and Government
Helin Shiah's Sanford C. Bernstein Experience June 2011 - June 2014
Job Software Engineer
Industry Computer Software
Experience
Savvr January 2015 - Present
Dev Bootcamp June 2014 - October 2014
Sanford C. Bernstein June 2011 - June 2014
WXPN September 2010 - May 2011
Sanford C. Bernstein June 2010 - August 2010
University of Pennsylvania Department of Genetics September 2008 - January 2010
Skills
Research, Analysis, Bloomberg, Quantitative Analytics, Valuation, Management, Financial Modeling, Equity Research, Equities, Data Analysis, Financial Analysis, Economics, Capital IQ, VBA, Statistics, Ruby, Ruby on Rails, JavaScript, CSS, HTML5
Education
Dev Bootcamp (Chicago) 2014 — 2014
Web Development
University of Pennsylvania 2007 — 2011
B.S. Engineering, B.S. Economics, bioengineering, marketing
Savvr January 2015 - Present
Dev Bootcamp June 2014 - October 2014
Sanford C. Bernstein June 2011 - June 2014
WXPN September 2010 - May 2011
Sanford C. Bernstein June 2010 - August 2010
University of Pennsylvania Department of Genetics September 2008 - January 2010
Skills
Research, Analysis, Bloomberg, Quantitative Analytics, Valuation, Management, Financial Modeling, Equity Research, Equities, Data Analysis, Financial Analysis, Economics, Capital IQ, VBA, Statistics, Ruby, Ruby on Rails, JavaScript, CSS, HTML5
Education
Dev Bootcamp (Chicago) 2014 — 2014
Web Development
University of Pennsylvania 2007 — 2011
B.S. Engineering, B.S. Economics, bioengineering, marketing
Michael Carmen's Sanford C. Bernstein Experience July 1988 - August 1990
Job Equity Portfolio Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management April 1999 - Present
Kobrick Capital Management August 1997 - April 1999
State Street Research May 1992 - August 1997
Cigna Investment Management September 1991 - May 1992
Sanford C. Bernstein July 1988 - August 1990
Drexel Burnham Lambert October 1986 - July 1988
Goldstein Golub Kessler LLP September 1984 - October 1986
Skills
Equity Research, Equities, Hedge Funds, Investments, Asset Managment, Portfolio Management, Mutual Funds, Valuation, Capital Markets, Financial Analysis, Financial Markets, Private Equity, Asset Management, Investment Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
State University of New York at Albany 1980 — 1984
BS, Accounting
Lawrence High School
Wellington Management April 1999 - Present
Kobrick Capital Management August 1997 - April 1999
State Street Research May 1992 - August 1997
Cigna Investment Management September 1991 - May 1992
Sanford C. Bernstein July 1988 - August 1990
Drexel Burnham Lambert October 1986 - July 1988
Goldstein Golub Kessler LLP September 1984 - October 1986
Skills
Equity Research, Equities, Hedge Funds, Investments, Asset Managment, Portfolio Management, Mutual Funds, Valuation, Capital Markets, Financial Analysis, Financial Markets, Private Equity, Asset Management, Investment Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
State University of New York at Albany 1980 — 1984
BS, Accounting
Lawrence High School
Alan Horowitz's Sanford C. Bernstein Experience February 1988 - May 1997
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase March 2010 - Present
AllianceBernstein April 1999 - December 2009
Deloitte & Touche May 1997 - April 1999
Sanford C. Bernstein February 1988 - May 1997
Education
University of Rochester - Simon Business School 1983 — 1984
MBA, Informion Systems, Marketing
University at Albany, SUNY 1977 — 1981
B.S, MIS, Economics
JP Morgan Chase March 2010 - Present
AllianceBernstein April 1999 - December 2009
Deloitte & Touche May 1997 - April 1999
Sanford C. Bernstein February 1988 - May 1997
Education
University of Rochester - Simon Business School 1983 — 1984
MBA, Informion Systems, Marketing
University at Albany, SUNY 1977 — 1981
B.S, MIS, Economics
Blair Norris's Sanford C. Bernstein Experience June 2012 - Present
Job Director, Global Portfolio and Algorithmic Trading at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein June 2012 - Present
Citi: Institutional Clients Group September 2003 - February 2012
Barclays Global Investors Canada Ltd February 2000 - August 2003
AIMCO July 1998 - February 2000
ScotiaMcLeod Inc July 1997 - July 1998
Nesbitt Burns Inc June 1995 - September 1995
Skills
Electronic Trading, Market Structure, Equity Trading, Program Trading, Series 7, Series 63, Series 55, Investment Management, ETFs
Education
The University of British Columbia 1990 — 1994
Bachelor of Arts, Double Major Economics/Geography
Sanford C. Bernstein June 2012 - Present
Citi: Institutional Clients Group September 2003 - February 2012
Barclays Global Investors Canada Ltd February 2000 - August 2003
AIMCO July 1998 - February 2000
ScotiaMcLeod Inc July 1997 - July 1998
Nesbitt Burns Inc June 1995 - September 1995
Skills
Electronic Trading, Market Structure, Equity Trading, Program Trading, Series 7, Series 63, Series 55, Investment Management, ETFs
Education
The University of British Columbia 1990 — 1994
Bachelor of Arts, Double Major Economics/Geography
David X. Liu's Sanford C. Bernstein Experience April 2010 - June 2013
Job Corporate Finance at Renewable Energy Trust Capital, Inc.
Industry Renewables & Environment
Experience
Renewable Energy Trust Capital, Inc. September 2014 - Present
Renewable Energy Trust Capital, Inc. May 2014 - August 2014
Sanford C. Bernstein April 2010 - June 2013
Morgan Stanley Investment Management July 2007 - March 2010
FIS Group May 2006 - August 2006
Skills
Financial Analysis, Economics, Data Analysis, Competitive Analysis, Business Strategy, Valuation, Management, Leadership, Equities, Strategy, Corporate Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (MBA), With Honors
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.S.), Economics (Finance)
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Cinema Studies
Renewable Energy Trust Capital, Inc. September 2014 - Present
Renewable Energy Trust Capital, Inc. May 2014 - August 2014
Sanford C. Bernstein April 2010 - June 2013
Morgan Stanley Investment Management July 2007 - March 2010
FIS Group May 2006 - August 2006
Skills
Financial Analysis, Economics, Data Analysis, Competitive Analysis, Business Strategy, Valuation, Management, Leadership, Equities, Strategy, Corporate Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (MBA), With Honors
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.S.), Economics (Finance)
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Cinema Studies
ira das's Sanford C. Bernstein Experience August 2007 - February 2014
Job Analyst at Picton Mahoney Asser Management
Industry Investment Management
Experience
Picton Mahoney Asser Management April 2014 - Present
Sanford C. Bernstein August 2007 - February 2014
Prudential Equity Group May 2005 - June 2007
SAI Healthcare LLC February 2003 - January 2005
Searle May 1992 - January 2000
Skills
Valuation, Clinical Development, Pharmaceutical Industry, Equity Research, Competitive Intelligence, Investment Management, Financial Modeling, Competitive Analysis, Drug Development, Equities, Equity Valuation, Portfolio Management, Biotechnology, Clinical Trials, Financial Analysis, Venture Capital, Emerging Markets, Hedge Funds
Education
Washington University in St. Louis - Olin Business School 2000 — 2002
MBA, Healthcare
Tulane University 1980 — 1984
Ph.D., Biochemistry
Picton Mahoney Asser Management April 2014 - Present
Sanford C. Bernstein August 2007 - February 2014
Prudential Equity Group May 2005 - June 2007
SAI Healthcare LLC February 2003 - January 2005
Searle May 1992 - January 2000
Skills
Valuation, Clinical Development, Pharmaceutical Industry, Equity Research, Competitive Intelligence, Investment Management, Financial Modeling, Competitive Analysis, Drug Development, Equities, Equity Valuation, Portfolio Management, Biotechnology, Clinical Trials, Financial Analysis, Venture Capital, Emerging Markets, Hedge Funds
Education
Washington University in St. Louis - Olin Business School 2000 — 2002
MBA, Healthcare
Tulane University 1980 — 1984
Ph.D., Biochemistry
Alexander Inkster, CFA's Sanford C. Bernstein Experience October 2007 - October 2010
Job Vice President, Private Equity Oil & Gas at Kimmeridge Energy
Industry Financial Services
Experience
Kimmeridge Energy May 2012 - Present
AllianceBernstein August 2010 - May 2012
Sanford C. Bernstein October 2007 - October 2010
GE Oil & Gas March 2007 - October 2007
GE Infrastructure February 2005 - February 2007
GE 2005 - 2007
Skills
Financial Modeling, Petroleum Economics, CFA, Monte Carlo Simulation, Geochemistry, Petroleum Geology, Equity Valuation, Stock Picking, Finance
Education
UCL 2000 — 2003
1st, Economics
Sevenoaks School 1994 — 1999
Kimmeridge Energy May 2012 - Present
AllianceBernstein August 2010 - May 2012
Sanford C. Bernstein October 2007 - October 2010
GE Oil & Gas March 2007 - October 2007
GE Infrastructure February 2005 - February 2007
GE 2005 - 2007
Skills
Financial Modeling, Petroleum Economics, CFA, Monte Carlo Simulation, Geochemistry, Petroleum Geology, Equity Valuation, Stock Picking, Finance
Education
UCL 2000 — 2003
1st, Economics
Sevenoaks School 1994 — 1999
Michelle J. Black, CIMA®, CPWA®'s Sanford C. Bernstein Experience March 1995 - June 2001
Job Senior Vice President, Head of Wealth Advisory Group
Industry Investment Management
Experience
Capital Group July 2001 - Present
Sanford C. Bernstein March 1995 - June 2001
Skills
Investment Advisory, Asset Allocation, Project Management, Strategic Planning, Wealth Management, Capital Markets Analysis, Financial Modeling, Wealth Accumulation..., Multi-generational..., Concentrated Stock..., Investment Strategies, Investment Management, Separately Managed..., Alternative Investments
Education
University of Southern California
B.S., Marshall School of Business
Capital Group July 2001 - Present
Sanford C. Bernstein March 1995 - June 2001
Skills
Investment Advisory, Asset Allocation, Project Management, Strategic Planning, Wealth Management, Capital Markets Analysis, Financial Modeling, Wealth Accumulation..., Multi-generational..., Concentrated Stock..., Investment Strategies, Investment Management, Separately Managed..., Alternative Investments
Education
University of Southern California
B.S., Marshall School of Business
Paul Bagnoli's Sanford C. Bernstein Experience 1984 - 2004
Job Retired !! from AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein February 1984 - December 2004
Sanford C. Bernstein 1984 - 2004
Skills
Management, Asset Management, Investments, Portfolio Management, Investment Management, Equities, Strategic Planning, Asset Allocation, Alternative Investments, Asset Managment, Hedge Funds, Fixed Income, Fundraising
Education
University of Maryland College Park 1979 — 1981
MBA, Operations Research, Finance
University of Delaware 1975 — 1979
BS Economics, Econ & applied math
AllianceBernstein February 1984 - December 2004
Sanford C. Bernstein 1984 - 2004
Skills
Management, Asset Management, Investments, Portfolio Management, Investment Management, Equities, Strategic Planning, Asset Allocation, Alternative Investments, Asset Managment, Hedge Funds, Fixed Income, Fundraising
Education
University of Maryland College Park 1979 — 1981
MBA, Operations Research, Finance
University of Delaware 1975 — 1979
BS Economics, Econ & applied math
Jean Buchband's Sanford C. Bernstein Experience 1990 - 1992
Job Advisory Board Member at Glenview Education Foundation
Industry Financial Services
Experience
Glenview Education Foundation June 2013 - Present
Glenview Education Foundation June 2012 - June 2013
Glenview Education Foundation June 2010 - June 2013
Bernstein Global Wealth Management March 1993 - September 2006
Sanford C. Bernstein 1990 - 1992
Sanford C. Bernstein June 1989 - 1990
Skills
Wealth Management, Investments, Asset Management, Financial Advisory, Asset Allocation, Series 7
Education
University of Chicago Graduate School of Business 1995 — 1998
M.B.A.
University of Wisconsin-Madison 1985 — 1989
B.A., International Relations/Economics
Glenview Education Foundation June 2013 - Present
Glenview Education Foundation June 2012 - June 2013
Glenview Education Foundation June 2010 - June 2013
Bernstein Global Wealth Management March 1993 - September 2006
Sanford C. Bernstein 1990 - 1992
Sanford C. Bernstein June 1989 - 1990
Skills
Wealth Management, Investments, Asset Management, Financial Advisory, Asset Allocation, Series 7
Education
University of Chicago Graduate School of Business 1995 — 1998
M.B.A.
University of Wisconsin-Madison 1985 — 1989
B.A., International Relations/Economics
Lillian Schulz's Sanford C. Bernstein Experience May 1993 - March 2001
Job Independent Consultant
Industry Financial Services
Experience
Streamline Software, Inc. August 2011 - Present
Dreyfus March 2001 - May 2005
Sanford C. Bernstein May 1993 - March 2001
Education
SUNY Stony Brook 1986 — 1990
BA, Liberal Arts
Streamline Software, Inc. August 2011 - Present
Dreyfus March 2001 - May 2005
Sanford C. Bernstein May 1993 - March 2001
Education
SUNY Stony Brook 1986 — 1990
BA, Liberal Arts
Helene Wolk's Sanford C. Bernstein Experience 2007 - 2011
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Sanford C. Bernstein 2007 - 2011
Mount Sinai Medical Center 2000 - 2007
APM Management Consultants/CSC Healthcare 1992 - 2000
Skills
Financial Modeling, Process Improvement, Healthcare, Analysis, Business Development, Business Strategy, Data Analysis, Healthcare Consulting, Healthcare Information..., Healthcare Management, Hospitals, Management Consulting, Performance Improvement, Strategic Planning, Strategy
Education
Wharton School, University of Pennsylvania 1990 — 1992
MBA, Health Care Management, Finance
University of Pennsylvania 1982 — 1986
BA, Economics
Sanford C. Bernstein 2007 - 2011
Mount Sinai Medical Center 2000 - 2007
APM Management Consultants/CSC Healthcare 1992 - 2000
Skills
Financial Modeling, Process Improvement, Healthcare, Analysis, Business Development, Business Strategy, Data Analysis, Healthcare Consulting, Healthcare Information..., Healthcare Management, Hospitals, Management Consulting, Performance Improvement, Strategic Planning, Strategy
Education
Wharton School, University of Pennsylvania 1990 — 1992
MBA, Health Care Management, Finance
University of Pennsylvania 1982 — 1986
BA, Economics
Penghui An's Sanford C. Bernstein Experience April 2014 - Present
Job Director / Quantitative Analyst / Algorithm Trading.
Industry Financial Services
Experience
Sanford C. Bernstein April 2014 - Present
Bloomberg LP May 2000 - April 2014
AOL Moviefone May 1999 - May 2000
Skills
Database Design , Unix...
Education
State University of New York at Stony Brook
Ph D, Astrophysics
State University of New York at Stony Brook
Master of Science (M.S.), Computer Science
Sanford C. Bernstein April 2014 - Present
Bloomberg LP May 2000 - April 2014
AOL Moviefone May 1999 - May 2000
Skills
Database Design , Unix...
Education
State University of New York at Stony Brook
Ph D, Astrophysics
State University of New York at Stony Brook
Master of Science (M.S.), Computer Science
Debbie Slogoff's Sanford C. Bernstein Experience 1994 - 1996
Job Managing Director at CorAmerica Capital, LLC
Industry Investment Management
Experience
Western Asset Management 2002 - 2013
Goldman Sachs 2001 - 2002
Duff & Phelps Rating Company 1996 - 1999
Sanford C. Bernstein 1994 - 1996
Education
University of California, Los Angeles 1999 — 2001
Master of Business Administration (MBA)
University of Michigan 1990 — 1994
Bachelor of Arts (BA)
Western Asset Management 2002 - 2013
Goldman Sachs 2001 - 2002
Duff & Phelps Rating Company 1996 - 1999
Sanford C. Bernstein 1994 - 1996
Education
University of California, Los Angeles 1999 — 2001
Master of Business Administration (MBA)
University of Michigan 1990 — 1994
Bachelor of Arts (BA)
Sol Kumin's Sanford C. Bernstein Experience 2002 - 2004
Job Temporarily Retired
Industry Investment Management
Experience
SAC Capital 2004 - 2014
Sanford C. Bernstein 2002 - 2004
Lazard Asset Management 1999 - 2002
Skills
Hedge Funds, Equities, Asset Management, Fixed Income, Alternative Investments, Portfolio Management, Derivatives, Investments, Trading, Capital Markets, Investment Banking, Private Equity
Education
The Johns Hopkins University 1995 — 1999
Bachelor's degree, Political Science and Government
SAC Capital 2004 - 2014
Sanford C. Bernstein 2002 - 2004
Lazard Asset Management 1999 - 2002
Skills
Hedge Funds, Equities, Asset Management, Fixed Income, Alternative Investments, Portfolio Management, Derivatives, Investments, Trading, Capital Markets, Investment Banking, Private Equity
Education
The Johns Hopkins University 1995 — 1999
Bachelor's degree, Political Science and Government
Robert Gabriele's Sanford C. Bernstein Experience 2003 - 2004
Job Director, US Institutional Equity Sales at CLSA
Industry Capital Markets
Experience
CLSA January 2015 - Present
Bank of America Merrill Lynch 2004 - 2014
Sanford C. Bernstein 2003 - 2004
Credit Suisse 2000 - 2002
Wasserstein Perella 1999 - 1999
Andersen Consulting 1995 - 1998
Skills
Equities, Financial Analysis, Capital Markets, Investments, Financial Modeling, Investment Banking, Portfolio Management, Valuation, Corporate Finance, Hedge Funds, Equity Research, Asset Management, Equity Sales, Investment Management
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Yale University 1991 — 1995
Bachelor’s Degree, Economics and International Studies
CLSA January 2015 - Present
Bank of America Merrill Lynch 2004 - 2014
Sanford C. Bernstein 2003 - 2004
Credit Suisse 2000 - 2002
Wasserstein Perella 1999 - 1999
Andersen Consulting 1995 - 1998
Skills
Equities, Financial Analysis, Capital Markets, Investments, Financial Modeling, Investment Banking, Portfolio Management, Valuation, Corporate Finance, Hedge Funds, Equity Research, Asset Management, Equity Sales, Investment Management
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Yale University 1991 — 1995
Bachelor’s Degree, Economics and International Studies