Schroders Company
Industry: Asset management company
DescriptionSchroders plc is a British multinational asset management company, founded in 1804. The company employs over 4,700 people worldwide in 30 different countries around Europe, America, Asia, Africa and the Middle East. Headquarters: London, United Kingdom CEO: Peter Harrison (2016–) Revenue: 2.512 billion GBP (2017) Subsidiaries: Japan Airlines, Cazenove Capital, Schroder Adveq,
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Schroders Employees
Employee
Years
Job
Industry
Noor AlOwaish Noor AlOwaish's Schroders Experience September 2013 - November 2013
Job Investment Analyst at Kuwait Investment Authority
Industry
Experience
Kuwait Investment Authority March 2014 - Present
Kuwait Investment Authority December 2012 - December 2013
Schroders September 2013 - November 2013
NBK Capital July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Bloomberg, Peachtree, Photoshop, SQL, Java, HTML, CSS, Equity Research, Equity Valuation
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Computer Information Systems
American Academy for Girls Kuwait 1999 — 2008
Kuwait Investment Authority March 2014 - Present
Kuwait Investment Authority December 2012 - December 2013
Schroders September 2013 - November 2013
NBK Capital July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Bloomberg, Peachtree, Photoshop, SQL, Java, HTML, CSS, Equity Research, Equity Valuation
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Computer Information Systems
American Academy for Girls Kuwait 1999 — 2008
Andrew Campbell Andrew Campbell's Schroders Experience February 2000 - April 2000
Job Executive Director, Energy Institute @ Haas, UC Berkeley
Industry Oil & Energy
Experience
University of California, Berkeley, Haas School of Business February 2014 - Present
SENTIENT ENERGY March 2013 - January 2014
Tendril March 2011 - December 2012
California Public Utilities Commission August 2005 - March 2011
U.S. Senate Committee on Energy & Natural Resources June 2004 - August 2004
Citi April 2000 - May 2003
Schroders February 2000 - April 2000
ExxonMobil September 1997 - January 2000
Skills
Energy Policy, Energy Regulation, Cleantech, Renewable Energy, Energy, Smart Grid, Economic Regulation, Public Policy, Demand Response, Policy, Policy Analysis, Strategy, Program Management, Electric Vehicles, Energy Markets, Environmental Awareness, Climate Change, Energy Efficiency, Electricity Markets, Mergers & Acquisitions
Education
Harvard University, John F. Kennedy School of Government 2003 — 2005
MPP, Public Policy
Rice University 1992 — 1997
BS/BA, Chemical Engineering/Economics
University of California, Berkeley, Haas School of Business February 2014 - Present
SENTIENT ENERGY March 2013 - January 2014
Tendril March 2011 - December 2012
California Public Utilities Commission August 2005 - March 2011
U.S. Senate Committee on Energy & Natural Resources June 2004 - August 2004
Citi April 2000 - May 2003
Schroders February 2000 - April 2000
ExxonMobil September 1997 - January 2000
Skills
Energy Policy, Energy Regulation, Cleantech, Renewable Energy, Energy, Smart Grid, Economic Regulation, Public Policy, Demand Response, Policy, Policy Analysis, Strategy, Program Management, Electric Vehicles, Energy Markets, Environmental Awareness, Climate Change, Energy Efficiency, Electricity Markets, Mergers & Acquisitions
Education
Harvard University, John F. Kennedy School of Government 2003 — 2005
MPP, Public Policy
Rice University 1992 — 1997
BS/BA, Chemical Engineering/Economics
David Speyer's Schroders Experience July 2009 - Present
Job Equity Research at Schroders
Industry Investment Management
Experience
Schroders July 2009 - Present
JPMorgan June 2007 - January 2009
Merrill Lynch June 2005 - May 2007
Warner Bros. June 2004 - August 2004
Skills
Equity Research, Financial Modeling, Financial Statement..., Bloomberg Software, Factset, Media Industries, Gaming Industry, Auto industry, Manage Client..., Investment Management, Microsoft Excel, Equities, Portfolio Management, Bloomberg, Access, Finance, Investments
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science, Finance
Schroders July 2009 - Present
JPMorgan June 2007 - January 2009
Merrill Lynch June 2005 - May 2007
Warner Bros. June 2004 - August 2004
Skills
Equity Research, Financial Modeling, Financial Statement..., Bloomberg Software, Factset, Media Industries, Gaming Industry, Auto industry, Manage Client..., Investment Management, Microsoft Excel, Equities, Portfolio Management, Bloomberg, Access, Finance, Investments
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science, Finance
Teresa Steele Teresa Steele's Schroders Experience October 2012 - November 2012
Job Charles River SME Consultant at Confidential
Industry Financial Services
Experience
Deutsche Bank May 2015 - August 2015
Wells Fargo June 2014 - February 2015
Franklin Templeton Investments March 2013 - November 2013
Schroders October 2012 - November 2012
Robeco May 2012 - August 2012
JP Morgan May 2011 - April 2012
Wachovia Securities September 2007 - March 2008
Linsco Private Ledger July 2007 - September 2007
RICE HALL JAMES March 2007 - July 2007
Metlife September 2005 - June 2006
Skills
Auditing, Fixed Income, Equities, Risk Management, Compliance, Charles River, Financial Services, Mutual Funds, Investments, Quality Assurance, Trading, Charles River IMS, Portfolio Management, Securities, Capital Markets, Asset Management, Hedge Funds, Financial Risk, Alternative Investments, Trading Systems, AML, Corporate Actions, Investment Management, Investment Banking, Market Data, Financial Markets, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Technology & International Management
Lomonosov Moscow State University (MSU) 1998 — 1999
BA, International Relations
University of Massachusetts Boston 1995 — 1999
BA, Russian Studies/International Relations
Deutsche Bank May 2015 - August 2015
Wells Fargo June 2014 - February 2015
Franklin Templeton Investments March 2013 - November 2013
Schroders October 2012 - November 2012
Robeco May 2012 - August 2012
JP Morgan May 2011 - April 2012
Wachovia Securities September 2007 - March 2008
Linsco Private Ledger July 2007 - September 2007
RICE HALL JAMES March 2007 - July 2007
Metlife September 2005 - June 2006
Skills
Auditing, Fixed Income, Equities, Risk Management, Compliance, Charles River, Financial Services, Mutual Funds, Investments, Quality Assurance, Trading, Charles River IMS, Portfolio Management, Securities, Capital Markets, Asset Management, Hedge Funds, Financial Risk, Alternative Investments, Trading Systems, AML, Corporate Actions, Investment Management, Investment Banking, Market Data, Financial Markets, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Technology & International Management
Lomonosov Moscow State University (MSU) 1998 — 1999
BA, International Relations
University of Massachusetts Boston 1995 — 1999
BA, Russian Studies/International Relations
Pamela Kournetas Pamela Kournetas's Schroders Experience July 1997 - June 1999
Job Acting CoCFO International Rescue Committee
Industry Financial Services
Experience
International Rescue Committee October 2012 - Present
IRC October 2012 - Present
New York University 2010 - October 2012
Steinberg Asset Management January 2007 - September 2009
Gabelli Asset Management August 2003 - November 2006
SPP Capital Partners July 1999 - June 2001
Schroders July 1997 - June 1999
Skills
Financial Modeling, Investments, non profit accounting, Equity Research, Corporate Finance, Financial Analysis, Management, Business Valuation, Strategic Planning, Valuation, Business Strategy, Analysis, Strategic Financial..., Budgets, Finance, Non-profit..., Non-profit Leadership
Education
Wharton Business School 2001 — 2003
MBA, Finance, General
Duke University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
fieldston 1989 — 1993
International Rescue Committee October 2012 - Present
IRC October 2012 - Present
New York University 2010 - October 2012
Steinberg Asset Management January 2007 - September 2009
Gabelli Asset Management August 2003 - November 2006
SPP Capital Partners July 1999 - June 2001
Schroders July 1997 - June 1999
Skills
Financial Modeling, Investments, non profit accounting, Equity Research, Corporate Finance, Financial Analysis, Management, Business Valuation, Strategic Planning, Valuation, Business Strategy, Analysis, Strategic Financial..., Budgets, Finance, Non-profit..., Non-profit Leadership
Education
Wharton Business School 2001 — 2003
MBA, Finance, General
Duke University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
fieldston 1989 — 1993
Agnes de Freitas Agnes de Freitas's Schroders Experience September 1995 - July 2005
Job Investment Banking | Asset Management
Industry Financial Services
Experience
J.P. Morgan July 2005 - June 2013
Schroders September 1995 - July 2005
Skills
Banking, Portfolio Management, Fixed Income, Securities, Investment Banking, Mutual Funds, Equities, Relationship Management, Financial Risk, Investments, Asset Management, Derivatives, Bonds, Bloomberg, Back Office, Capital Markets, Middle Office, Finance, Hedge Funds, FX Options, Management, Cash Management, Global Custody, Corporate Actions, Leadership, Settlement, Securities Lending, Foreign Exchange, Client Services, Options
Education
City University of New York-Baruch College 1984 — 1992
Bachelor's degree, Marketing/Marketing Management, General
J.P. Morgan July 2005 - June 2013
Schroders September 1995 - July 2005
Skills
Banking, Portfolio Management, Fixed Income, Securities, Investment Banking, Mutual Funds, Equities, Relationship Management, Financial Risk, Investments, Asset Management, Derivatives, Bonds, Bloomberg, Back Office, Capital Markets, Middle Office, Finance, Hedge Funds, FX Options, Management, Cash Management, Global Custody, Corporate Actions, Leadership, Settlement, Securities Lending, Foreign Exchange, Client Services, Options
Education
City University of New York-Baruch College 1984 — 1992
Bachelor's degree, Marketing/Marketing Management, General
Jennifer Saccheri Jennifer Saccheri's Schroders Experience June 2006 - June 2007
Job Sales Associate / Network Administrator at Hylan Supply
Industry Wholesale
Experience
Hylan Supply June 2007 - Present
Schroders June 2006 - June 2007
Skills
Microsoft Office, Customer Service, Inventory Management, Microsoft Excel, Sales, Microsoft Word, Retail, PowerPoint, Account Management, Outlook, Windows, Sales Management, Purchasing, Team Building, Strategic Planning, Team Leadership, Troubleshooting, Negotiation, Process Improvement, Project Management, Project Planning
Education
Fordham University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.)
Fordham University
Bachelor of Science (BS), Information Science/Studies
Hylan Supply June 2007 - Present
Schroders June 2006 - June 2007
Skills
Microsoft Office, Customer Service, Inventory Management, Microsoft Excel, Sales, Microsoft Word, Retail, PowerPoint, Account Management, Outlook, Windows, Sales Management, Purchasing, Team Building, Strategic Planning, Team Leadership, Troubleshooting, Negotiation, Process Improvement, Project Management, Project Planning
Education
Fordham University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.)
Fordham University
Bachelor of Science (BS), Information Science/Studies
William L Rella William L Rella's Schroders Experience 1999 - 2000
Job Senior Information Technology Professional
Industry Information Technology and Services
Experience
Align Communications September 2013 - Present
Morgan Stanley January 2009 - July 2013
Citi 2000 - 2009
Schroders 1999 - 2000
Chase 1998 - 1998
Pfizer 1997 - 1997
Skills
ITIL Certified, Visio, Business Analysis, Disaster Recovery, Vendor Management, SDLC, ITIL, Risk Management, Troubleshooting, SharePoint, Data Center, Enterprise Architecture, Windows, Project Management, Windows Server, Information Technology, Business Process, Security, System Administration, Service Delivery, Integration, Active Directory, Process Improvement, Servers, PMO, Change Management, Enterprise Software, IT Strategy, Management, IT Management, Infrastructure, IT Service Management, Citrix, IT Operations, Incident Management, Technical Support, Project Portfolio..., Business Continuity, System Deployment
Education
Columbia University in the City of New York 2013 — 2014
Executive Master of Science, Technology Management
Pace University-New York 1996 — 2000
Bachelor of Science, Information Technology
The George Washington University - School of Business 2010 — 2012
Associate Certificate in Information Technology Project Management
Align Communications September 2013 - Present
Morgan Stanley January 2009 - July 2013
Citi 2000 - 2009
Schroders 1999 - 2000
Chase 1998 - 1998
Pfizer 1997 - 1997
Skills
ITIL Certified, Visio, Business Analysis, Disaster Recovery, Vendor Management, SDLC, ITIL, Risk Management, Troubleshooting, SharePoint, Data Center, Enterprise Architecture, Windows, Project Management, Windows Server, Information Technology, Business Process, Security, System Administration, Service Delivery, Integration, Active Directory, Process Improvement, Servers, PMO, Change Management, Enterprise Software, IT Strategy, Management, IT Management, Infrastructure, IT Service Management, Citrix, IT Operations, Incident Management, Technical Support, Project Portfolio..., Business Continuity, System Deployment
Education
Columbia University in the City of New York 2013 — 2014
Executive Master of Science, Technology Management
Pace University-New York 1996 — 2000
Bachelor of Science, Information Technology
The George Washington University - School of Business 2010 — 2012
Associate Certificate in Information Technology Project Management
Scott Stember Scott Stember's Schroders Experience July 1997 - February 1999
Job SVP, Senior Research Analyst at CL King & Associates
Industry Financial Services
Experience
CL King & Associates April 2015 - Present
Sidoti & Company, LLC March 1999 - April 2015
Schroders July 1997 - February 1999
Skills
Series 7, Series 63, Equity Research, Financial Modeling, Valuation, Financial Analysis, Equities, Bloomberg, Capital Markets, Hedge Funds, Equity Valuation, Asset Management, Alternative Investments, Investments, Securities
Education
Dowling College 1996 — 2000
Master of Business Administration (M.B.A.), Finance, General
Queens College 1986 — 1989
Bachelor of Arts (BA), Accounting and Finance
CL King & Associates April 2015 - Present
Sidoti & Company, LLC March 1999 - April 2015
Schroders July 1997 - February 1999
Skills
Series 7, Series 63, Equity Research, Financial Modeling, Valuation, Financial Analysis, Equities, Bloomberg, Capital Markets, Hedge Funds, Equity Valuation, Asset Management, Alternative Investments, Investments, Securities
Education
Dowling College 1996 — 2000
Master of Business Administration (M.B.A.), Finance, General
Queens College 1986 — 1989
Bachelor of Arts (BA), Accounting and Finance
John Chisholm, CFA John Chisholm, CFA's Schroders Experience May 2014 - Present
Job Global Equity Client Portfolio Manager
Industry Financial Services
Experience
Schroders May 2014 - Present
Hermes Fund Managers August 2009 - November 2013
Fortis Investments 2005 - August 2009
MFS Investment Management 1998 - 2004
JPMorgan Chase 1996 - 1998
The Boston Company 1993 - 1996
Skills
Asset Managment, Equities, Investments, Portfolio Management, Financial Services, Financial Advisory, Investment Management, Investment Strategies, Asset Allocation, Emerging Markets, Mutual Funds, Financial Markets, Fund Of Funds, Bloomberg, Wealth Management, Valuation, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2005
MBA
Northeastern University 1993 — 1998
BSBA, Finance
Schroders May 2014 - Present
Hermes Fund Managers August 2009 - November 2013
Fortis Investments 2005 - August 2009
MFS Investment Management 1998 - 2004
JPMorgan Chase 1996 - 1998
The Boston Company 1993 - 1996
Skills
Asset Managment, Equities, Investments, Portfolio Management, Financial Services, Financial Advisory, Investment Management, Investment Strategies, Asset Allocation, Emerging Markets, Mutual Funds, Financial Markets, Fund Of Funds, Bloomberg, Wealth Management, Valuation, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2005
MBA
Northeastern University 1993 — 1998
BSBA, Finance
Jack Tian Jack Tian's Schroders Experience July 2007 - August 2007
Job MBA Candidate at MIT Sloan School of Management
Industry Investment Management
Experience
TCF Inventory Finance, Inc. January 2014 - May 2014
Morgan Stanley Smith Barney October 2011 - January 2014
DRW Trading Group April 2009 - April 2011
Vortex Trading June 2008 - August 2008
Schroders July 2007 - August 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Code Fellows 2014 — 2014
Python Development Accelerator
University of Illinois at Urbana-Champaign 2004 — 2008
BS,BA, Electrical Engineering, Economics, Computer Science
TCF Inventory Finance, Inc. January 2014 - May 2014
Morgan Stanley Smith Barney October 2011 - January 2014
DRW Trading Group April 2009 - April 2011
Vortex Trading June 2008 - August 2008
Schroders July 2007 - August 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Code Fellows 2014 — 2014
Python Development Accelerator
University of Illinois at Urbana-Champaign 2004 — 2008
BS,BA, Electrical Engineering, Economics, Computer Science
Rebecca Shiyi Guo's Schroders Experience July 2015 - Present
Job Fixed Income Specialist at Schroders
Industry Financial Services
Experience
Schroders July 2015 - Present
Morgan Stanley March 2014 - June 2015
Hudson City Savings Bank June 2013 - August 2013
Citi May 2010 - August 2010
Jianjin Construction Consulting May 2009 - August 2009
Skills
Fixed Income, Derivatives, Valuation, French, Chinese, Microsoft Office, C++, SQL, Equity Valuation, Corporate Finance, Option Pricing Models, Matlab, R, Equity Research
Education
University of Michigan 2012 — 2013
Master's degree, Financial Engineering
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Applied Math
Schroders July 2015 - Present
Morgan Stanley March 2014 - June 2015
Hudson City Savings Bank June 2013 - August 2013
Citi May 2010 - August 2010
Jianjin Construction Consulting May 2009 - August 2009
Skills
Fixed Income, Derivatives, Valuation, French, Chinese, Microsoft Office, C++, SQL, Equity Valuation, Corporate Finance, Option Pricing Models, Matlab, R, Equity Research
Education
University of Michigan 2012 — 2013
Master's degree, Financial Engineering
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Applied Math
Paul Quinsee Paul Quinsee's Schroders Experience January 1985 - April 1987
Job Head of US Equity at JP Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
J.P. Morgan January 1992 - Present
J.P. Morgan January 1992 - Present
Citi April 1987 - January 1992
Schroders January 1985 - April 1987
Skills
Management, Equities, Portfolio Management, Investments, Mutual Funds, Investment Management, Bloomberg
Education
Durham University 1981 — 1984
Bachelor's Degree, Geography, First
Eltham College, Eltham, UK 1974 — 1981
J.P. Morgan March 2014 - Present
J.P. Morgan January 1992 - Present
J.P. Morgan January 1992 - Present
Citi April 1987 - January 1992
Schroders January 1985 - April 1987
Skills
Management, Equities, Portfolio Management, Investments, Mutual Funds, Investment Management, Bloomberg
Education
Durham University 1981 — 1984
Bachelor's Degree, Geography, First
Eltham College, Eltham, UK 1974 — 1981
Deshna Craig Deshna Craig's Schroders Experience June 1998 - June 2000
Job President
Industry Hospitality
Experience
Self-employed October 2007 - Present
Riggs Bank October 2002 - November 2003
Morgan Stanley October 2000 - August 2002
Schroders June 1998 - June 2000
Merrill Lynch June 1997 - February 1998
Tobu Department Store Co., Ltd, New York, NY August 1996 - April 1997
Skills
Skills : Marketing &..., Foreign Languages:..., Management : Finance, Microsoft Office, Strategic Planning, Event Management, Entrepreneurship, Marketing, Event Planning, Analysis, Public Relations, Public Speaking, Market Research, Management, Retail, Sales, Research, Portfolio Management, Leadership, Finance
Education
George Mason University - School of Management 2003 — 2004
Public Policy Analysis
東洋英和女学院大学 / Toyo Eiwa University 1992 — 1996
Political Science and Government
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Symposium of Foreign Policy, International/Global Studies
Self-employed October 2007 - Present
Riggs Bank October 2002 - November 2003
Morgan Stanley October 2000 - August 2002
Schroders June 1998 - June 2000
Merrill Lynch June 1997 - February 1998
Tobu Department Store Co., Ltd, New York, NY August 1996 - April 1997
Skills
Skills : Marketing &..., Foreign Languages:..., Management : Finance, Microsoft Office, Strategic Planning, Event Management, Entrepreneurship, Marketing, Event Planning, Analysis, Public Relations, Public Speaking, Market Research, Management, Retail, Sales, Research, Portfolio Management, Leadership, Finance
Education
George Mason University - School of Management 2003 — 2004
Public Policy Analysis
東洋英和女学院大学 / Toyo Eiwa University 1992 — 1996
Political Science and Government
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Symposium of Foreign Policy, International/Global Studies
Andrew Velez Andrew Velez's Schroders Experience September 2014 - Present
Job Project Manager at Schroders
Industry Information Technology and Services
Experience
Schroders September 2014 - Present
Sonos, Inc. June 2014 - July 2014
STW Fixed Income Management May 2011 - June 2014
Meggitt USA April 2008 - May 2011
MGA Entertainment September 2007 - April 2008
Carlisle Travel January 2007 - July 2007
LoopNet April 2002 - December 2006
Equitrac Corp 1999 - 2002
Skills
Project Management, Microsoft SQL Server, SharePoint, SQL, VMware, C#, ASP.NET, Web Applications, Crystal Reports, .NET, Java, Windows, Database Design, Software Development, Business Intelligence, Troubleshooting, Microsoft Exchange, JavaScript, Visual Studio, HTML, CSS, VMware Infrastructure, Programming, Exchange 2007, Actuate Reporting, JavaSE, Cisco routing and..., Microsoft Project Server, Microsoft Project...
Education
Western Governors University 2013 — 2016
Bachelor's Degree, Information Technology - Security Emphasis
California State University-Long Beach 2003 — 2004
Computer Science
Long Beach City College 1998 — 2002
A.A., Computer Business Information Systems
Schroders September 2014 - Present
Sonos, Inc. June 2014 - July 2014
STW Fixed Income Management May 2011 - June 2014
Meggitt USA April 2008 - May 2011
MGA Entertainment September 2007 - April 2008
Carlisle Travel January 2007 - July 2007
LoopNet April 2002 - December 2006
Equitrac Corp 1999 - 2002
Skills
Project Management, Microsoft SQL Server, SharePoint, SQL, VMware, C#, ASP.NET, Web Applications, Crystal Reports, .NET, Java, Windows, Database Design, Software Development, Business Intelligence, Troubleshooting, Microsoft Exchange, JavaScript, Visual Studio, HTML, CSS, VMware Infrastructure, Programming, Exchange 2007, Actuate Reporting, JavaSE, Cisco routing and..., Microsoft Project Server, Microsoft Project...
Education
Western Governors University 2013 — 2016
Bachelor's Degree, Information Technology - Security Emphasis
California State University-Long Beach 2003 — 2004
Computer Science
Long Beach City College 1998 — 2002
A.A., Computer Business Information Systems
Elizabeth A. Calderone Elizabeth A. Calderone's Schroders Experience June 1993 - March 1997
Job Director at Borough of Woodcliff Lake, Parks and Recreation
Industry Recreational Facilities and Services
Experience
Borough of Woodcliff Lake, Parks and Recreation Director January 2015 - Present
ÊÖS Consulting LLC August 2009 - December 2014
M. C. Medical Group March 2012 - October 2014
ITG March 1997 - October 2007
Schroders June 1993 - March 1997
Morgan Stanley March 1989 - March 1993
Skills
Human Resources, Small Business, Healthcare, Advertising, Web Design, Marketing, Strategic Planning, Marketing Strategy, Online Advertising, Management, Digital Marketing, Sales, Leadership, Finance, Analysis, Team Building, New Business Development, Event Planning, Training, Social Media, Budgets, Sales Management, Microsoft Office, Customer Service, Strategy
Education
NJPMA
CPO, Pool & Spa Operations
Cornell University
Advance Certificate in Strategic Human Resources, Human Resources Management and Services
Ashworth College
Associate of Science (A.S.), Human Resources Management/Personnel Administration, General
Ashworth College
Diploma, Professional Small Business Management
Hendon College - United Kingdom
Bachelor's degree, Business Administration and Management, General
Borough of Woodcliff Lake, Parks and Recreation Director January 2015 - Present
ÊÖS Consulting LLC August 2009 - December 2014
M. C. Medical Group March 2012 - October 2014
ITG March 1997 - October 2007
Schroders June 1993 - March 1997
Morgan Stanley March 1989 - March 1993
Skills
Human Resources, Small Business, Healthcare, Advertising, Web Design, Marketing, Strategic Planning, Marketing Strategy, Online Advertising, Management, Digital Marketing, Sales, Leadership, Finance, Analysis, Team Building, New Business Development, Event Planning, Training, Social Media, Budgets, Sales Management, Microsoft Office, Customer Service, Strategy
Education
NJPMA
CPO, Pool & Spa Operations
Cornell University
Advance Certificate in Strategic Human Resources, Human Resources Management and Services
Ashworth College
Associate of Science (A.S.), Human Resources Management/Personnel Administration, General
Ashworth College
Diploma, Professional Small Business Management
Hendon College - United Kingdom
Bachelor's degree, Business Administration and Management, General
Carin Muhlbaum Carin Muhlbaum's Schroders Experience July 1998 - Present
Job General Counsel at Schroder Investment Management North America Inc.
Industry Financial Services
Experience
Schroders July 1998 - Present
Seward & Kissel LLP January 1998 - July 1998
Gordon Altman Butowsky August 1988 - January 1998
Skills
Mergers, Corporate Governance, Securities, Due Diligence, Risk Management, Corporate Law, Contract Negotiation, Investments, Securities Regulation, Mergers & Acquisitions
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
Doctor of Law (JD)
Brandeis University 1980 — 1984
Bachelor of Arts (BA), History
Schroders July 1998 - Present
Seward & Kissel LLP January 1998 - July 1998
Gordon Altman Butowsky August 1988 - January 1998
Skills
Mergers, Corporate Governance, Securities, Due Diligence, Risk Management, Corporate Law, Contract Negotiation, Investments, Securities Regulation, Mergers & Acquisitions
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
Doctor of Law (JD)
Brandeis University 1980 — 1984
Bachelor of Arts (BA), History
Alan C. Gilston Alan C. Gilston's Schroders Experience August 1984 - August 1997
Job DIRECTOR OF ASSET ALLOCATION / PORTFOLIO MANAGER
Industry Investment Management
Experience
OppenheimerFunds September 1997 - August 2013
Schroders August 1984 - August 1997
Dreyfus July 1981 - July 1984
Skills
Asset Allocation, Portfolio Management, Risk Management, Investments, Alternative Investments, Product Development, Fund Of Funds, Investment Strategies, Equities, Portfolio Optimization, Model Portfolios, Business Strategy, Financial Risk, Investment Management, Mutual Funds, Strategy, Global Tactical Asset..., Portfolio Construction, Asset Management, Hedge Funds, Commodity, Target Date Funds, 529 Plans, Trustee, Board Projects, Proxy Voting, Manager Selection, Performance Attribution, Stock Picking
Education
Saint John's University 1980 — 1981
Master of Business Administration (MBA), Finance, General
Baruch College 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
OppenheimerFunds September 1997 - August 2013
Schroders August 1984 - August 1997
Dreyfus July 1981 - July 1984
Skills
Asset Allocation, Portfolio Management, Risk Management, Investments, Alternative Investments, Product Development, Fund Of Funds, Investment Strategies, Equities, Portfolio Optimization, Model Portfolios, Business Strategy, Financial Risk, Investment Management, Mutual Funds, Strategy, Global Tactical Asset..., Portfolio Construction, Asset Management, Hedge Funds, Commodity, Target Date Funds, 529 Plans, Trustee, Board Projects, Proxy Voting, Manager Selection, Performance Attribution, Stock Picking
Education
Saint John's University 1980 — 1981
Master of Business Administration (MBA), Finance, General
Baruch College 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Charlie Dugan Charlie Dugan's Schroders Experience 1994 - 2001
Job Manager at Capgemini Financial Services
Industry Financial Services
Experience
Capgemini November 2014 - Present
Abadi & Co. Global Markets October 2012 - September 2014
Wall St Access April 2006 - October 2012
Collins Stewart 2004 - 2005
Piper Jaffray 2002 - 2004
The Bank of New York 2001 - 2002
Schroders 1994 - 2001
Skills
Bloomberg, Bloomberg TOMS, MarketAxess, Fixed Income ECN's, Fixed Income, Capital Markets, Hedge Funds, Equities, Bloomberg Software, Series 7, Securities, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Drew University 1982 — 1986
BA, Mathematics and Computer Science
Staten Island Academy 1978 — 1982
Capgemini November 2014 - Present
Abadi & Co. Global Markets October 2012 - September 2014
Wall St Access April 2006 - October 2012
Collins Stewart 2004 - 2005
Piper Jaffray 2002 - 2004
The Bank of New York 2001 - 2002
Schroders 1994 - 2001
Skills
Bloomberg, Bloomberg TOMS, MarketAxess, Fixed Income ECN's, Fixed Income, Capital Markets, Hedge Funds, Equities, Bloomberg Software, Series 7, Securities, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Drew University 1982 — 1986
BA, Mathematics and Computer Science
Staten Island Academy 1978 — 1982
Paresh Shah Paresh Shah's Schroders Experience December 1999 - June 2001
Job Director Institutional Client Group Equity Americas Business Manager
Industry Banking
Experience
Deutsche Bank April 2006 - Present
Deutsche Bank June 2001 - March 2006
Schroders December 1999 - June 2001
The Coca-Cola Company September 1998 - November 1999
E.ON UK July 1997 - September 1997
E.ON UK July 1996 - June 1997
Skills
Corporate Finance, Equities, Forecasting, Fixed Income, Investment Banking, Financial Modeling, Analytics, Derivatives, Capital Markets, Hedge Funds, Banking, Investments, Risk Management, Financial Analysis, Bloomberg, Financial Markets, Trading, Due Diligence, Finance
Education
The Chartered Institute of Management Accountants 1998 — 2002
University of Lincoln 1994 — 1998
BA (Hons), Business Studies (Major: Finance)
Loughborough College 1992 — 1994
3 A Levels
Deutsche Bank April 2006 - Present
Deutsche Bank June 2001 - March 2006
Schroders December 1999 - June 2001
The Coca-Cola Company September 1998 - November 1999
E.ON UK July 1997 - September 1997
E.ON UK July 1996 - June 1997
Skills
Corporate Finance, Equities, Forecasting, Fixed Income, Investment Banking, Financial Modeling, Analytics, Derivatives, Capital Markets, Hedge Funds, Banking, Investments, Risk Management, Financial Analysis, Bloomberg, Financial Markets, Trading, Due Diligence, Finance
Education
The Chartered Institute of Management Accountants 1998 — 2002
University of Lincoln 1994 — 1998
BA (Hons), Business Studies (Major: Finance)
Loughborough College 1992 — 1994
3 A Levels
Sujata Vemuri Sujata Vemuri's Schroders Experience 1995 - 1999
Job WFA Global Investments
Industry Venture Capital & Private Equity
Experience
WFA Global Investments 2011 - Present
Yecagra Advisory Group 2003 - 2010
Morgan Stanley 2000 - 2002
Salomon Smith Barney 1999 - 2000
Schroders 1995 - 1999
Skills
Venture Capital, Mergers & Acquisitions, Private Equity, Start-ups, Corporate Finance, Entrepreneurship, Financial Modeling, Due Diligence, Investments, Valuation, Business Strategy, Investment Banking, Capital Raising
Education
Carnegie Mellon University - Tepper School of Business
Executive MBA in Asset and Wealth Management
Columbia University in the City of New York
Master's degree
Mount Holyoke College
Bachelor's degree
WFA Global Investments 2011 - Present
Yecagra Advisory Group 2003 - 2010
Morgan Stanley 2000 - 2002
Salomon Smith Barney 1999 - 2000
Schroders 1995 - 1999
Skills
Venture Capital, Mergers & Acquisitions, Private Equity, Start-ups, Corporate Finance, Entrepreneurship, Financial Modeling, Due Diligence, Investments, Valuation, Business Strategy, Investment Banking, Capital Raising
Education
Carnegie Mellon University - Tepper School of Business
Executive MBA in Asset and Wealth Management
Columbia University in the City of New York
Master's degree
Mount Holyoke College
Bachelor's degree
Steve Losty Steve Losty's Schroders Experience 1998 - 1999
Job Senior Finance Professional, M&A Specialist, Investment Banker
Industry Investment Banking
Experience
CIBC World Markets Inc. 2009 - 2013
CIBC World Markets Inc. 2005 - 2009
Dresdner Kleinwort Wasserstein 2001 - 2005
Wasserstein Perella 1999 - 2001
Schroders 1998 - 1999
RBC Dominion Securities 1996 - 1998
Skills
Mergers & Acquisitions, Capital Markets, Valuation, Investment Banking, Corporate Finance, Equities, Private Equity, Financial Modeling, Corporate Development, Investments, Management, Financial Advisory, Securities, Finance, Due Diligence
Education
Bishop's University 1992 — 1996
Bachelor of Business Administration, Honours, Finance (Major), Economics (Minor)
CIBC World Markets Inc. 2009 - 2013
CIBC World Markets Inc. 2005 - 2009
Dresdner Kleinwort Wasserstein 2001 - 2005
Wasserstein Perella 1999 - 2001
Schroders 1998 - 1999
RBC Dominion Securities 1996 - 1998
Skills
Mergers & Acquisitions, Capital Markets, Valuation, Investment Banking, Corporate Finance, Equities, Private Equity, Financial Modeling, Corporate Development, Investments, Management, Financial Advisory, Securities, Finance, Due Diligence
Education
Bishop's University 1992 — 1996
Bachelor of Business Administration, Honours, Finance (Major), Economics (Minor)
Karl Goldmann Karl Goldmann's Schroders Experience April 2014 - Present
Job Product & Sales Analyst at Schroders
Industry Financial Services
Experience
Schroders April 2014 - Present
Morgan Stanley September 2013 - October 2013
ElderServe Health October 2012 - February 2013
Systematic Financial Management June 2008 - January 2011
Dreyfus Corporation March 2007 - May 2008
UBS December 1999 - March 2007
AXA Equitable March 1998 - December 1999
Skills
Marketing, Financial Services, Superior Client Service, RFP Generation, RFP Design, Database Marketing, Fact Sheets, Proposal Writing
Education
Rutgers University School of Business 2002 — 2005
Master of Business Administration, Finance
Kean University 1995 — 1997
Bachelor of Science, Finance
Schroders April 2014 - Present
Morgan Stanley September 2013 - October 2013
ElderServe Health October 2012 - February 2013
Systematic Financial Management June 2008 - January 2011
Dreyfus Corporation March 2007 - May 2008
UBS December 1999 - March 2007
AXA Equitable March 1998 - December 1999
Skills
Marketing, Financial Services, Superior Client Service, RFP Generation, RFP Design, Database Marketing, Fact Sheets, Proposal Writing
Education
Rutgers University School of Business 2002 — 2005
Master of Business Administration, Finance
Kean University 1995 — 1997
Bachelor of Science, Finance
Colleen Connors Colleen Connors's Schroders Experience October 2008 - May 2011
Job Founder and CEO at Bquipped, LLC
Industry Sports
Experience
CoachUp January 2013 - Present
Bquipped, LLC November 2012 - Present
Babson College August 2011 - May 2012
Ladies Entrepreneur Dinner Forum May 2010 - September 2011
Schroders October 2008 - May 2011
Schroders March 2008 - October 2008
Schroders November 2003 - March 2008
Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg, Asset Management, Investment Strategies, Business Strategy, Management, Project Management, Business Analysis, Entrepreneurship, Coaching, Consulting, Writing, Resume Writing, Videography, Blogging, Field Hockey, Travel, Travel Planning, Networking, Dutch, Media Skills Training, Microsoft Office, Charles River IMS, Salesforce.com, UK Field Hockey Umpire..., Level 1 Wine Certificate, IMC Regulations..., Presenter, Asset Managment, Leadership, Business Development, Investments, Valuation, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
MBA, Entrepreneurship
Iberia 2007 — 2007
Spanish Language
University of Pennsylvania 1999 — 2003
Arts & Sciences, Diplomatic History, Environmental Studies & Dutch
RSG Steenwijk 1998 — 1999
Exchange Student
Moorestown High School 1994 — 1998
CoachUp January 2013 - Present
Bquipped, LLC November 2012 - Present
Babson College August 2011 - May 2012
Ladies Entrepreneur Dinner Forum May 2010 - September 2011
Schroders October 2008 - May 2011
Schroders March 2008 - October 2008
Schroders November 2003 - March 2008
Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg, Asset Management, Investment Strategies, Business Strategy, Management, Project Management, Business Analysis, Entrepreneurship, Coaching, Consulting, Writing, Resume Writing, Videography, Blogging, Field Hockey, Travel, Travel Planning, Networking, Dutch, Media Skills Training, Microsoft Office, Charles River IMS, Salesforce.com, UK Field Hockey Umpire..., Level 1 Wine Certificate, IMC Regulations..., Presenter, Asset Managment, Leadership, Business Development, Investments, Valuation, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
MBA, Entrepreneurship
Iberia 2007 — 2007
Spanish Language
University of Pennsylvania 1999 — 2003
Arts & Sciences, Diplomatic History, Environmental Studies & Dutch
RSG Steenwijk 1998 — 1999
Exchange Student
Moorestown High School 1994 — 1998
Arthur Newman Arthur Newman's Schroders Experience June 1999 - April 2000
Job Chief Executive Officer at Sustain:Green
Industry Investment Banking
Experience
Sustain:Green 2012 - Present
Carbon Capital Advisors 2011 - Present
The Sweet Tooth 2002 - Present
Halpern Capital 2003 - 2013
ABN AMRO May 2000 - December 2001
Schroders June 1999 - April 2000
Gerard Klauer Mattison 1994 - 1999
Skills
Sustainability, Carbon Footprinting, Carbon Offsets, Venture Capital, Investment Banking, Corporate Development, Mergers & Acquisitions, Equity Research, Entrepreneur, Funding, Negotiation, Chocolate, Due Diligence, Financial Analysis, Carbon Trading, Entrepreneurship, Start-ups, Strategic Planning, Management, Investments, Business Strategy, Strategy
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
University of Pennsylvania 1982 — 1986
B.A., English, Biology
Sustain:Green 2012 - Present
Carbon Capital Advisors 2011 - Present
The Sweet Tooth 2002 - Present
Halpern Capital 2003 - 2013
ABN AMRO May 2000 - December 2001
Schroders June 1999 - April 2000
Gerard Klauer Mattison 1994 - 1999
Skills
Sustainability, Carbon Footprinting, Carbon Offsets, Venture Capital, Investment Banking, Corporate Development, Mergers & Acquisitions, Equity Research, Entrepreneur, Funding, Negotiation, Chocolate, Due Diligence, Financial Analysis, Carbon Trading, Entrepreneurship, Start-ups, Strategic Planning, Management, Investments, Business Strategy, Strategy
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
University of Pennsylvania 1982 — 1986
B.A., English, Biology
Belinda Hill Belinda Hill's Schroders Experience June 2012 - March 2014
Job Emerging Market Credit at Apollo
Industry Capital Markets
Experience
Apollo Global Management LLC April 2014 - Present
Schroders June 2012 - March 2014
HPP LLC April 2006 - May 2011
Pepsico April 2005 - April 2006
Credit Suisse 2002 - 2005
Skills
Emerging Markets, Fixed Income, Credit Analysis, Investments, Financial Modeling, Valuation, Investment Banking, Cash Flow, Capital Markets, Corporate Finance
Education
Georgetown University 1998 — 2002
BSBA, Cum Laude, International Business and Finance
Ecole supérieure des Sciences économiques et commerciales 2001 — 2001
Apollo Global Management LLC April 2014 - Present
Schroders June 2012 - March 2014
HPP LLC April 2006 - May 2011
Pepsico April 2005 - April 2006
Credit Suisse 2002 - 2005
Skills
Emerging Markets, Fixed Income, Credit Analysis, Investments, Financial Modeling, Valuation, Investment Banking, Cash Flow, Capital Markets, Corporate Finance
Education
Georgetown University 1998 — 2002
BSBA, Cum Laude, International Business and Finance
Ecole supérieure des Sciences économiques et commerciales 2001 — 2001
Cezary Nadecki, CFA Cezary Nadecki, CFA's Schroders Experience January 2004 - Present
Job Vice President at Schroder Investment Mgmt
Industry Investment Management
Experience
Schroders January 2004 - Present
FactSet Research Systems February 2002 - January 2004
Eli Lilly 1999 - 2001
Charles Schwab 1997 - 1998
Morgan Stanley 1996 - 1997
Skills
Investments, Equity Research, Bloomberg, Asset Management, Factset, Investment Management, Financial Modeling, Valuation, Asset Managment, Alternative Investments, Equities, Portfolio Management
Education
Thunderbird School of Global Management 1998 — 1999
Master of International Management
Arizona State University 1997 — 1999
MBA
University of Arizona 1991 — 1996
BS, Finance & Economics
Schroders January 2004 - Present
FactSet Research Systems February 2002 - January 2004
Eli Lilly 1999 - 2001
Charles Schwab 1997 - 1998
Morgan Stanley 1996 - 1997
Skills
Investments, Equity Research, Bloomberg, Asset Management, Factset, Investment Management, Financial Modeling, Valuation, Asset Managment, Alternative Investments, Equities, Portfolio Management
Education
Thunderbird School of Global Management 1998 — 1999
Master of International Management
Arizona State University 1997 — 1999
MBA
University of Arizona 1991 — 1996
BS, Finance & Economics
Chris Gallea Chris Gallea's Schroders Experience 1996 - January 2000
Job Vice Chairman of Investment Banking at JP Morgan
Industry Banking
Experience
JP Morgan January 2000 - Present
Schroders 1996 - January 2000
Education
Columbia University - Columbia Business School 1989 — 1991
MBA
New York University 1984 — 1988
BS
Don Bosco Prep 1980 — 1984
JP Morgan January 2000 - Present
Schroders 1996 - January 2000
Education
Columbia University - Columbia Business School 1989 — 1991
MBA
New York University 1984 — 1988
BS
Don Bosco Prep 1980 — 1984
Vincent Zeccola Vincent Zeccola's Schroders Experience 1996 - 2001
Job President Clearvu Concepts
Industry Financial Services
Experience
Clearvu Concepts Inc. April 2002 - Present
Clearvu Concepts Inc. 2002 - Present
The Bank of New York March 2002 - November 2003
Schroders 1996 - 2001
Morgan Stanley 1989 - 1996
PAINE WEBBER'S CLEARING DIVISION February 1972 - June 1989
Skills
Fixed Income, Securities, Equities, Series 7, Hedge Funds, Strategic Financial..., Options, Asset Management, Alternative Investments, Valuation, Trading Systems, Asset Managment, Investments, Capital Markets
Education
City University of New York-Hunter College
ba, music
The Juilliard School
Clearvu Concepts Inc. April 2002 - Present
Clearvu Concepts Inc. 2002 - Present
The Bank of New York March 2002 - November 2003
Schroders 1996 - 2001
Morgan Stanley 1989 - 1996
PAINE WEBBER'S CLEARING DIVISION February 1972 - June 1989
Skills
Fixed Income, Securities, Equities, Series 7, Hedge Funds, Strategic Financial..., Options, Asset Management, Alternative Investments, Valuation, Trading Systems, Asset Managment, Investments, Capital Markets
Education
City University of New York-Hunter College
ba, music
The Juilliard School
Danielle Breland Danielle Breland's Schroders Experience January 2015 - Present
Job Product and Sales Analyst at Schroders
Industry Investment Management
Experience
Schroders January 2015 - Present
Madison Capital June 2013 - January 2015
Florida State University August 2012 - December 2012
One-O-One Hospitality January 2012 - August 2012
Florida State University August 2011 - August 2012
Florida State University August 2011 - May 2012
Delta Gamma December 2010 - December 2011
The Zimmerman Agency May 2010 - August 2010
Callaway Gardens May 2009 - July 2009
Skills
Social Media, Facebook, Event Planning, Social Media Marketing, Microsoft Office, Public Relations, PowerPoint, Microsoft Excel, Public Speaking, Social Networking, Microsoft Word, Marketing, Advertising, Photoshop, Event Management, Research, Media Relations, Customer Service, Marketing Communications, SPSS, Digital Media, Cluster Analysis, MailChimp, Vocus, Social Media Measurement, Multi-media Marketing..., SEO, SEM, Customer Segmentation..., Data Profiling, Case Studies
Education
Florida State University 2011 — 2012
Masters, Integrated Marketing & Management Communication, 3.8
Florida State University - College of Business 2007 — 2011
Bachelor of Science (B.S.), Marketing, 3.4
Florida State University - College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General, 3.4
Schroders January 2015 - Present
Madison Capital June 2013 - January 2015
Florida State University August 2012 - December 2012
One-O-One Hospitality January 2012 - August 2012
Florida State University August 2011 - August 2012
Florida State University August 2011 - May 2012
Delta Gamma December 2010 - December 2011
The Zimmerman Agency May 2010 - August 2010
Callaway Gardens May 2009 - July 2009
Skills
Social Media, Facebook, Event Planning, Social Media Marketing, Microsoft Office, Public Relations, PowerPoint, Microsoft Excel, Public Speaking, Social Networking, Microsoft Word, Marketing, Advertising, Photoshop, Event Management, Research, Media Relations, Customer Service, Marketing Communications, SPSS, Digital Media, Cluster Analysis, MailChimp, Vocus, Social Media Measurement, Multi-media Marketing..., SEO, SEM, Customer Segmentation..., Data Profiling, Case Studies
Education
Florida State University 2011 — 2012
Masters, Integrated Marketing & Management Communication, 3.8
Florida State University - College of Business 2007 — 2011
Bachelor of Science (B.S.), Marketing, 3.4
Florida State University - College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General, 3.4
Jeffrey Bagley, CFA Jeffrey Bagley, CFA's Schroders Experience 1997 - 1998
Job Portfolio Manager at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company January 2010 - Present
Support Center for Child Advocates June 2014 - Present
Cabrini College 2013 - Present
Davidson Trust Company 2008 - 2010
Vanguard 2007 - 2008
Drexel Morgan Capital Advisers, Inc. (McCabe Capital Managers, Ltd.) 1998 - 2007
Schroders 1997 - 1998
NatWest Markets 1996 - 1997
Value Line 1992 - 1996
Skills
Portfolio Management, Investments, Asset Allocation, Equity Research, Alternative Investments, Hedge Funds, Sell Side, Bloomberg, Fixed Income, Mutual Funds, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
State University of New York College at Oneonta 1985 — 1989
Bachelor of Science (BS), Business/Managerial Economics
The Haverford Trust Company January 2010 - Present
Support Center for Child Advocates June 2014 - Present
Cabrini College 2013 - Present
Davidson Trust Company 2008 - 2010
Vanguard 2007 - 2008
Drexel Morgan Capital Advisers, Inc. (McCabe Capital Managers, Ltd.) 1998 - 2007
Schroders 1997 - 1998
NatWest Markets 1996 - 1997
Value Line 1992 - 1996
Skills
Portfolio Management, Investments, Asset Allocation, Equity Research, Alternative Investments, Hedge Funds, Sell Side, Bloomberg, Fixed Income, Mutual Funds, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
State University of New York College at Oneonta 1985 — 1989
Bachelor of Science (BS), Business/Managerial Economics
Seth Finkelstein, CFA Seth Finkelstein, CFA's Schroders Experience June 2014 - Present
Job U.S. Portfolio Solutions Schroders
Industry Investment Management
Experience
Schroders June 2014 - Present
ING Investment Management September 2006 - November 2012
ING Investment Management January 2009 - January 2012
ING Investment Management September 2006 - January 2009
ING Investment Management June 2005 - September 2006
Seneca Capital Management LLC May 2001 - October 2004
Cohen & Steers November 1999 - May 2001
J.P. Morgan Asset Management May 1996 - November 1999
Investment Management Advisors July 1995 - May 1996
Skills
Asset Allocation, Investment Strategies, Equities, Portfolio Management, Fixed Income, Investment Management, Alternative Investments, Product Management, Pensions, Derivatives, Risk Management, Hedge Funds, Institutional..., Relationship Management, Strategy, Portable Alpha, Public Speaking, Fund Of Funds, Defined Contribution, Defined Benefit, Client Facing Skills, Investment Advisory, LDI, Dynamic Asset Allocation, Product Specialists, Business Strategy, Target Date Strategies, Business Development, Product Development, Investment..., Team Leadership, Creative Solutions, Thought Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
BBA, Finance & Economics
Schroders June 2014 - Present
ING Investment Management September 2006 - November 2012
ING Investment Management January 2009 - January 2012
ING Investment Management September 2006 - January 2009
ING Investment Management June 2005 - September 2006
Seneca Capital Management LLC May 2001 - October 2004
Cohen & Steers November 1999 - May 2001
J.P. Morgan Asset Management May 1996 - November 1999
Investment Management Advisors July 1995 - May 1996
Skills
Asset Allocation, Investment Strategies, Equities, Portfolio Management, Fixed Income, Investment Management, Alternative Investments, Product Management, Pensions, Derivatives, Risk Management, Hedge Funds, Institutional..., Relationship Management, Strategy, Portable Alpha, Public Speaking, Fund Of Funds, Defined Contribution, Defined Benefit, Client Facing Skills, Investment Advisory, LDI, Dynamic Asset Allocation, Product Specialists, Business Strategy, Target Date Strategies, Business Development, Product Development, Investment..., Team Leadership, Creative Solutions, Thought Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
BBA, Finance & Economics
Lauren Hennessey's Schroders Experience September 2015 - Present
Job Product Executive
Industry Financial Services
Experience
Schroders September 2015 - Present
Prudential Financial July 2011 - Present
State Farm Insurance Company June 2010 - August 2010
Hood College Career Center May 2009 - August 2009
Hood College Alumnae and Alumni Relations 2004 - 2009
Education
Fordham Gabelli School of Business 2014 — 2018
Master of Business Administration (MBA), Finance and Marketing
Susquehanna University 2007 — 2011
Bachelor of Science, Business Administration; Finance Emphasis
Schroders September 2015 - Present
Prudential Financial July 2011 - Present
State Farm Insurance Company June 2010 - August 2010
Hood College Career Center May 2009 - August 2009
Hood College Alumnae and Alumni Relations 2004 - 2009
Education
Fordham Gabelli School of Business 2014 — 2018
Master of Business Administration (MBA), Finance and Marketing
Susquehanna University 2007 — 2011
Bachelor of Science, Business Administration; Finance Emphasis
Christine McLean Garofalo's Schroders Experience October 1996 - November 1997
Job Corporate Access Consutlant at Bank of America Merrill Lynch
Industry Events Services
Experience
Bank of America Merrill Lynch October 2014 - May 2015
J.P. Morgan October 2013 - June 2014
J.P. Morgan June 2013 - September 2013
Northland Securities February 2013 - June 2013
Needham & Company February 1999 - September 2004
ValuExpress, LLC December 1997 - November 1998
Schroders October 1996 - November 1997
Meditrust, Inc. December 1994 - September 1996
Skills
Marketing, Leadership, Events, Roadshows, Non-deal roadshows, Client Relations, Researching Event Sites, analyst marketing, one-on-one meetings, Contract Negotiations, Budgeting, Managing Vendors, Scheduling Presenters, Integrating Web-based..., Hotel Layout, On-site execution, Management of Staff, Post-event Analysis, Logistical Coordinator, Implementing Marketing..., Advertising Contracts, Ability to problem..., Design Advertisements, Powerpoint presentations, Excellent Mac/PC..., Held series 7 & Series..., Trade show represention, Marketing Mailings, Deal well in high..., Even-tempered
Education
Boston College 1990 — 1994
Bachelor of Arts (BA), Communications
Newton Country Day School of the Sacred Heart 1984 — 1990
High School Diploma
Bank of America Merrill Lynch October 2014 - May 2015
J.P. Morgan October 2013 - June 2014
J.P. Morgan June 2013 - September 2013
Northland Securities February 2013 - June 2013
Needham & Company February 1999 - September 2004
ValuExpress, LLC December 1997 - November 1998
Schroders October 1996 - November 1997
Meditrust, Inc. December 1994 - September 1996
Skills
Marketing, Leadership, Events, Roadshows, Non-deal roadshows, Client Relations, Researching Event Sites, analyst marketing, one-on-one meetings, Contract Negotiations, Budgeting, Managing Vendors, Scheduling Presenters, Integrating Web-based..., Hotel Layout, On-site execution, Management of Staff, Post-event Analysis, Logistical Coordinator, Implementing Marketing..., Advertising Contracts, Ability to problem..., Design Advertisements, Powerpoint presentations, Excellent Mac/PC..., Held series 7 & Series..., Trade show represention, Marketing Mailings, Deal well in high..., Even-tempered
Education
Boston College 1990 — 1994
Bachelor of Arts (BA), Communications
Newton Country Day School of the Sacred Heart 1984 — 1990
High School Diploma
John F. Helfst John F. Helfst's Schroders Experience October 2005 - Present
Job Vice President, Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management May 2015 - Present
Schroders October 2005 - Present
Endeavour Capital Management October 2003 - October 2005
Salomon Smith Barney March 2001 - October 2003
Salomon Smith Barney / Citigroup June 1999 - February 2001
PNC Bank August 1994 - December 1998
Paine Webber June 1998 - September 1998
Skills
Microsoft Excel, IDD, Mutual Funds, Bonds, Stock Picking, Equity Research, Investment Management, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Managment, Credit Derivatives, Fixed Income, Portfolio Management, Finance, Banking, Asset Management, Financial Modeling
Education
New York University 1998 — 1999
MBA, Finance
Colgate University 1989 — 1993
BA, Philosophy & Art History
Voya Investment Management May 2015 - Present
Schroders October 2005 - Present
Endeavour Capital Management October 2003 - October 2005
Salomon Smith Barney March 2001 - October 2003
Salomon Smith Barney / Citigroup June 1999 - February 2001
PNC Bank August 1994 - December 1998
Paine Webber June 1998 - September 1998
Skills
Microsoft Excel, IDD, Mutual Funds, Bonds, Stock Picking, Equity Research, Investment Management, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Managment, Credit Derivatives, Fixed Income, Portfolio Management, Finance, Banking, Asset Management, Financial Modeling
Education
New York University 1998 — 1999
MBA, Finance
Colgate University 1989 — 1993
BA, Philosophy & Art History
Florian Ridoux's Schroders Experience February 2010 - July 2010
Job Business Development at Harmless Harvest
Industry Food & Beverages
Experience
Harmless Harvest October 2014 - Present
Harmless Harvest August 2013 - September 2014
BNP Paribas February 2012 - August 2013
Natixis January 2011 - July 2011
Schroders February 2010 - July 2010
L'Oréal August 2009 - January 2010
Danone May 2007 - July 2007
Danone June 2006 - July 2006
Skills
Derivatives, Marketing, Communication, Websites, Bloomberg, Sales, Financial Markets, Structured Products, Hedge Funds, Valuation, Investment Banking, Asset Managment, Hedging, Equity Derivatives, Salesforce.com, Financial Controlling, Economy, VBA, Microsoft Excel, PowerPoint, Microsoft Word, Demand Planning, Demand Forecasting, Production Planning, Finance, Asset Management
Education
Ecole supérieure de Commerce de Toulouse 2008 — 2011
Master, finance
Lund University 2007 — 2008
Bachelor's degree, Economics
Université Montesquieu-Bordeaux IV 2005 — 2007
License, Economics & management
Harmless Harvest October 2014 - Present
Harmless Harvest August 2013 - September 2014
BNP Paribas February 2012 - August 2013
Natixis January 2011 - July 2011
Schroders February 2010 - July 2010
L'Oréal August 2009 - January 2010
Danone May 2007 - July 2007
Danone June 2006 - July 2006
Skills
Derivatives, Marketing, Communication, Websites, Bloomberg, Sales, Financial Markets, Structured Products, Hedge Funds, Valuation, Investment Banking, Asset Managment, Hedging, Equity Derivatives, Salesforce.com, Financial Controlling, Economy, VBA, Microsoft Excel, PowerPoint, Microsoft Word, Demand Planning, Demand Forecasting, Production Planning, Finance, Asset Management
Education
Ecole supérieure de Commerce de Toulouse 2008 — 2011
Master, finance
Lund University 2007 — 2008
Bachelor's degree, Economics
Université Montesquieu-Bordeaux IV 2005 — 2007
License, Economics & management
Rajen Shah Rajen Shah's Schroders Experience 1999 - 2000
Job
Industry Investment Management
Experience
CastleRock Management 2010 - 2013
Post Road Capital Management 2004 - 2009
Lipe & Co. / Molecular Securities 2003 - 2004
Lipe & Co. / Molecular Securities 2001 - 2002
JP Morgan 1999 - 2001
Schroders 1999 - 2000
Accenture 1997 - 1999
Skills
Value Investing, Special Situations, Event Driven, Portfolio Management, Hedge Funds, Industrials, Equities, Investment Banking, Investments, Securities, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 2002 — 2003
MBA
Cornell University 1992 — 1996
BS
CastleRock Management 2010 - 2013
Post Road Capital Management 2004 - 2009
Lipe & Co. / Molecular Securities 2003 - 2004
Lipe & Co. / Molecular Securities 2001 - 2002
JP Morgan 1999 - 2001
Schroders 1999 - 2000
Accenture 1997 - 1999
Skills
Value Investing, Special Situations, Event Driven, Portfolio Management, Hedge Funds, Industrials, Equities, Investment Banking, Investments, Securities, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 2002 — 2003
MBA
Cornell University 1992 — 1996
BS
Ed Savickas Ed Savickas's Schroders Experience 2002 - 2003
Job Equity Salestrader
Industry Financial Services
Experience
Nordic Investment Bank July 2003 - Present
Team Beachbody October 2009 - Present
Schroders 2002 - 2003
Nomura Securities 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Sanford C. Bernstein 1990 - 1997
Bernstein Investment Research and Management 1990 - 1997
Skills
Fitness, Equities, Personal Development, Nutrition, Coaching, Health, Financial Modeling, Equity Trading, Entrepreneurship, Hedge Funds, Trading, Capital Markets, Bloomberg, Financial Markets, Alternative Investments, Investment Banking, Asset Management, Derivatives
Education
City University of New York 1983 — 1987
Bachelor's degree, Accounting and Finance
Nordic Investment Bank July 2003 - Present
Team Beachbody October 2009 - Present
Schroders 2002 - 2003
Nomura Securities 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Sanford C. Bernstein 1990 - 1997
Bernstein Investment Research and Management 1990 - 1997
Skills
Fitness, Equities, Personal Development, Nutrition, Coaching, Health, Financial Modeling, Equity Trading, Entrepreneurship, Hedge Funds, Trading, Capital Markets, Bloomberg, Financial Markets, Alternative Investments, Investment Banking, Asset Management, Derivatives
Education
City University of New York 1983 — 1987
Bachelor's degree, Accounting and Finance
Cynthia Hoskey Cynthia Hoskey's Schroders Experience May 2013 - May 2014
Job BI Developer Lead at Paylocity
Industry Information Services
Experience
Paylocity May 2014 - Present
Farmingdale State College September 2011 - Present
Schroders May 2013 - May 2014
CA Technologies, Inc. September 2008 - May 2013
Mutual Marine Office August 2007 - September 2008
American Home Mortgage April 2007 - August 2007
PC-Pals.net October 2005 - August 2007
Strategic Workforce Solutions February 1999 - April 2007
Skills
Crystal Reports, VB.NET, Web Development, IT Management, Data Analysis, Access, Technical Support, Programming, Dreamweaver, Flash, SSRS, SSIS, Microsoft SQL Server, Data Warehousing, Business Intelligence, Database Design, SharePoint, Business Objects, Requirements Gathering, Requirements Analysis, Databases, Analysis Services, T-SQL Stored Procedures, Scrum, Agile Methodologies, ETL, JavaScript, Network Security, Network Design, SQL, Integration, Oracle, MS Project, T-SQL, Data Modeling
Education
Boston University 2007 — 2008
MS, Computer Information Systems
Long Island University, C.W. Post Campus 1992 — 1994
Masters, Applied Psychology
Andrew Warde H.S. 1979 — 1983
High School Diploma, High School/Secondary Diplomas and Certificates
Paylocity May 2014 - Present
Farmingdale State College September 2011 - Present
Schroders May 2013 - May 2014
CA Technologies, Inc. September 2008 - May 2013
Mutual Marine Office August 2007 - September 2008
American Home Mortgage April 2007 - August 2007
PC-Pals.net October 2005 - August 2007
Strategic Workforce Solutions February 1999 - April 2007
Skills
Crystal Reports, VB.NET, Web Development, IT Management, Data Analysis, Access, Technical Support, Programming, Dreamweaver, Flash, SSRS, SSIS, Microsoft SQL Server, Data Warehousing, Business Intelligence, Database Design, SharePoint, Business Objects, Requirements Gathering, Requirements Analysis, Databases, Analysis Services, T-SQL Stored Procedures, Scrum, Agile Methodologies, ETL, JavaScript, Network Security, Network Design, SQL, Integration, Oracle, MS Project, T-SQL, Data Modeling
Education
Boston University 2007 — 2008
MS, Computer Information Systems
Long Island University, C.W. Post Campus 1992 — 1994
Masters, Applied Psychology
Andrew Warde H.S. 1979 — 1983
High School Diploma, High School/Secondary Diplomas and Certificates
Amy Punyon Amy Punyon's Schroders Experience September 2014 - Present
Job HR Advisor Recruitment, Learning & Development and Employee Relations at Schroders
Industry Investment Management
Experience
Schroders September 2014 - Present
Skills
Recruiting, Performance Management, Benefits Administration, Human Resources, New Hire Orientations, Personnel Management, Onboarding, Talent Acquisition, Talent Management, Employee Relations, Employee Engagement, Deferred Compensation, Employee Benefits, HRIS, College Recruiting, Management
Education
Fairfield University
Bachelor of Arts (B.A.)
Tulane University 2003 — 2006
Schroders September 2014 - Present
Skills
Recruiting, Performance Management, Benefits Administration, Human Resources, New Hire Orientations, Personnel Management, Onboarding, Talent Acquisition, Talent Management, Employee Relations, Employee Engagement, Deferred Compensation, Employee Benefits, HRIS, College Recruiting, Management
Education
Fairfield University
Bachelor of Arts (B.A.)
Tulane University 2003 — 2006
Carol Bunevich Carol Bunevich's Schroders Experience 1994 - 2000
Job Sales Director at Cambridge Business Solutions
Industry Management Consulting
Experience
FuseTasks May 2015 - Present
Cambridge Business Solutions February 2015 - Present
Britton Hill Capital June 2011 - Present
Fieldstone Private Capital Group Ltd August 2002 - March 2011
Cardinal Capital Management, L.L.C. August 2000 - July 2002
Schroders 1994 - 2000
Sculley Brothers White and Foss ( Merrion Group) 1993 - 1994
Dabney-Resnick 1992 - 1993
Smith Management 1988 - 1992
Bear Stearns 1987 - 1988
Skills
Start-up Consulting, Start-up Leadership, New Market Penetration, Fixed Income, Structured Finance, Trading, Capital Markets, Equities, Valuation, Structured Products, Investment Banking, Private Equity, Hedge Funds, Bloomberg, High Yield, Start-ups, Venture Capital, Business Strategy, Institutional Sales, Bonds, Corporate Finance, Credit, Strategy, Marketing Strategy, Start-up Ventures, Entrepreneurship, Financial Markets, Securities, Investment Advisory, Mergers, Competitive Positioning, Consultative Sales..., Calculated Risk Taking, Key Account Management, High Profile Client..., Employee Learning &..., Client Service..., Situational Sales..., Product and Company..., Event Planning, Event Management, Google Docs, Microsoft Office, LibreOffice, Multi Industry..., Change Management..., Large Account Management, Mac, PC and Linux..., Team Building, Ethics based leadership
Education
NYU Stern School of Business 1979 — 1981
MBA, Finance, Marketing
Connecticut College
Bachelor of Arts (B.A.), Political Science, Economics
FuseTasks May 2015 - Present
Cambridge Business Solutions February 2015 - Present
Britton Hill Capital June 2011 - Present
Fieldstone Private Capital Group Ltd August 2002 - March 2011
Cardinal Capital Management, L.L.C. August 2000 - July 2002
Schroders 1994 - 2000
Sculley Brothers White and Foss ( Merrion Group) 1993 - 1994
Dabney-Resnick 1992 - 1993
Smith Management 1988 - 1992
Bear Stearns 1987 - 1988
Skills
Start-up Consulting, Start-up Leadership, New Market Penetration, Fixed Income, Structured Finance, Trading, Capital Markets, Equities, Valuation, Structured Products, Investment Banking, Private Equity, Hedge Funds, Bloomberg, High Yield, Start-ups, Venture Capital, Business Strategy, Institutional Sales, Bonds, Corporate Finance, Credit, Strategy, Marketing Strategy, Start-up Ventures, Entrepreneurship, Financial Markets, Securities, Investment Advisory, Mergers, Competitive Positioning, Consultative Sales..., Calculated Risk Taking, Key Account Management, High Profile Client..., Employee Learning &..., Client Service..., Situational Sales..., Product and Company..., Event Planning, Event Management, Google Docs, Microsoft Office, LibreOffice, Multi Industry..., Change Management..., Large Account Management, Mac, PC and Linux..., Team Building, Ethics based leadership
Education
NYU Stern School of Business 1979 — 1981
MBA, Finance, Marketing
Connecticut College
Bachelor of Arts (B.A.), Political Science, Economics
Devere Jones's Schroders Experience June 2015 - Present
Job Schroders Investment Management: Internal Director Intermediaries
Industry Financial Services
Experience
Schroders June 2015 - Present
Legg Mason July 2011 - June 2015
Lquid Capital Securties August 2009 - February 2011
UBS Investment Bank November 2002 - August 2009
Skills
Equities, Bloomberg, Capital Markets, Portfolio Management, Fixed Income, Investments, Alternative Investments, Mutual Funds, Equity Research, Derivatives, CRM, Management, Marketing, Sales
Education
Boston College 1998 — 2002
BA, Communications
Schroders June 2015 - Present
Legg Mason July 2011 - June 2015
Lquid Capital Securties August 2009 - February 2011
UBS Investment Bank November 2002 - August 2009
Skills
Equities, Bloomberg, Capital Markets, Portfolio Management, Fixed Income, Investments, Alternative Investments, Mutual Funds, Equity Research, Derivatives, CRM, Management, Marketing, Sales
Education
Boston College 1998 — 2002
BA, Communications
Minji Chang's Schroders Experience November 2006 - July 2011
Job Project Manager, Corporate Strategy & Planning at Forever 21
Industry Apparel & Fashion
Experience
Forever 21 September 2015 - Present
Forever 21 July 2015 - September 2015
Forever 21 April 2014 - July 2015
Brooks Brothers February 2013 - November 2013
Salvatore Ferragamo August 2012 - December 2012
Schroders November 2006 - July 2011
Skills
Management, Strategy, Business Analysis, Financial Analysis, Market Research, Analytics, Retail, Fashion, Apparel, Merchandising, Product Development, Competitive Analysis, PowerPoint, Microsoft Excel, Investments, Inventory Management, Investment Management, SAP BPC, SAP, Analysis
Education
Fashion Institute of Technology
Master of Professional Studies, Global Fashion Management
New York University
Bachelor of Arts, Journalism and Mass Communications
Forever 21 September 2015 - Present
Forever 21 July 2015 - September 2015
Forever 21 April 2014 - July 2015
Brooks Brothers February 2013 - November 2013
Salvatore Ferragamo August 2012 - December 2012
Schroders November 2006 - July 2011
Skills
Management, Strategy, Business Analysis, Financial Analysis, Market Research, Analytics, Retail, Fashion, Apparel, Merchandising, Product Development, Competitive Analysis, PowerPoint, Microsoft Excel, Investments, Inventory Management, Investment Management, SAP BPC, SAP, Analysis
Education
Fashion Institute of Technology
Master of Professional Studies, Global Fashion Management
New York University
Bachelor of Arts, Journalism and Mass Communications
Ryan Fortsch's Schroders Experience March 2015 - Present
Job Internal Director at Schroders
Industry Financial Services
Experience
Schroders March 2015 - Present
Fidelity Investments October 2013 - March 2015
Techmail Technologies January 2013 - September 2013
TABAPP March 2012 - December 2012
Skills
Finance, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
Schroders March 2015 - Present
Fidelity Investments October 2013 - March 2015
Techmail Technologies January 2013 - September 2013
TABAPP March 2012 - December 2012
Skills
Finance, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
M. Randall Strickland M. Randall Strickland's Schroders Experience 1996 - 1999
Job Sustainable Investment Specialist at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments May 2014 - Present
City National Bank of New Jersey September 2012 - May 2014
ImpactAssets, Inc. April 2011 - January 2013
Principal Global Investors April 2006 - March 2011
Bank of New York Mellon 2004 - 2006
American Century Investments 2002 - 2004
RCM 1999 - 2002
Schroders 1996 - 1999
Commonfund 1994 - 1996
Skills
Equities, Asset Management, Asset Allocation, Strategic Planning, Research, Portfolio Management, Customer Relations, Public Speaking, Product Development, Business Strategy, Marketing Strategy, Due Diligence, Fixed Income, Team Building, Financial Analysis, Microsoft Office, Negotiation, Public Relations, New Business Development, Budgeting, Writing, Coaching, Capital Markets, Contract Negotiation, Alternative Investments, Fundraising, Excel, Non-profits, Wealth Management, Private Equity, Mutual Funds, Marketing Communications, Word, Retirement Planning, Hedge Funds, Leadership Development, Data Analysis, Financial Planning, Investments, Investment Management, Strategic Financial..., Finance, Leadership, Asset Managment, Nonprofits, Emerging Markets, Budgets
Education
Cornell University
B.S., Economics
New York University
M.A.
Seton Hall Preparatory School
Sentinel Investments May 2014 - Present
City National Bank of New Jersey September 2012 - May 2014
ImpactAssets, Inc. April 2011 - January 2013
Principal Global Investors April 2006 - March 2011
Bank of New York Mellon 2004 - 2006
American Century Investments 2002 - 2004
RCM 1999 - 2002
Schroders 1996 - 1999
Commonfund 1994 - 1996
Skills
Equities, Asset Management, Asset Allocation, Strategic Planning, Research, Portfolio Management, Customer Relations, Public Speaking, Product Development, Business Strategy, Marketing Strategy, Due Diligence, Fixed Income, Team Building, Financial Analysis, Microsoft Office, Negotiation, Public Relations, New Business Development, Budgeting, Writing, Coaching, Capital Markets, Contract Negotiation, Alternative Investments, Fundraising, Excel, Non-profits, Wealth Management, Private Equity, Mutual Funds, Marketing Communications, Word, Retirement Planning, Hedge Funds, Leadership Development, Data Analysis, Financial Planning, Investments, Investment Management, Strategic Financial..., Finance, Leadership, Asset Managment, Nonprofits, Emerging Markets, Budgets
Education
Cornell University
B.S., Economics
New York University
M.A.
Seton Hall Preparatory School
Scott Gillis, CPA, CGMA Scott Gillis, CPA, CGMA's Schroders Experience August 1994 - May 2000
Job Director Citigroup Global Markets
Industry Financial Services
Experience
Citigroup Global Markets 2012 - 2015
Citigroup Global Markets 2001 - 2012
Citigroup Global Markets 2000 - 2001
Schroders August 1994 - May 2000
Price Waterhouse November 1992 - August 1994
Levin Callahan Nawrocki August 1988 - November 1992
Skills
Strategic Analysis, Business Strategy, Profitability Analysis, Cost Management, Budget Analysis, Process Improvement, Change Management, Project Coordination, Risk Management, Talent Management, Talent Development, Vendor Relations, International Equities, Equities, Analysis, Banking, Finance, Financial Services
Education
Hofstra University 1986 — 1988
BBA, Accounting
Nassau Community College 1984 — 1986
AS, Accounting
Citigroup Global Markets 2012 - 2015
Citigroup Global Markets 2001 - 2012
Citigroup Global Markets 2000 - 2001
Schroders August 1994 - May 2000
Price Waterhouse November 1992 - August 1994
Levin Callahan Nawrocki August 1988 - November 1992
Skills
Strategic Analysis, Business Strategy, Profitability Analysis, Cost Management, Budget Analysis, Process Improvement, Change Management, Project Coordination, Risk Management, Talent Management, Talent Development, Vendor Relations, International Equities, Equities, Analysis, Banking, Finance, Financial Services
Education
Hofstra University 1986 — 1988
BBA, Accounting
Nassau Community College 1984 — 1986
AS, Accounting
Angela Buro Angela Buro's Schroders Experience 1998 - 2000
Job National Accounts Manager at Symetra Financial
Industry Financial Services
Experience
Symetra Financial October 2011 - Present
New York Life Insurance Company March 2004 - August 2010
Lazard Asset Management 2000 - 2002
Schroders 1998 - 2000
Equitable Distributors, Inc. 1996 - 1998
Wood Logan Associates, Inc. 1993 - 1996
Shearson Lehman Brothers 1991 - 1992
Skills
Account Management, Annuities, Mutual Funds, Retirement, Financial Services, Fixed Annuities, Relationship Management, Sales, Sales Operations, Wealth Management, Series 7
Education
LIU Post
BS, Business Mgmt & Marketing
Suffolk County Community College 1977 — 1981
Associates, Business Administration
Symetra Financial October 2011 - Present
New York Life Insurance Company March 2004 - August 2010
Lazard Asset Management 2000 - 2002
Schroders 1998 - 2000
Equitable Distributors, Inc. 1996 - 1998
Wood Logan Associates, Inc. 1993 - 1996
Shearson Lehman Brothers 1991 - 1992
Skills
Account Management, Annuities, Mutual Funds, Retirement, Financial Services, Fixed Annuities, Relationship Management, Sales, Sales Operations, Wealth Management, Series 7
Education
LIU Post
BS, Business Mgmt & Marketing
Suffolk County Community College 1977 — 1981
Associates, Business Administration
Santhosh Rachuri Santhosh Rachuri's Schroders Experience March 2011 - May 2011
Job Assistant Vice President
Industry Financial Services
Experience
Angelo, Gordon & Co. May 2014 - Present
Barclays May 2012 - April 2014
ABN AMRO Bank N.V. December 2011 - May 2012
MF Global May 2011 - November 2011
Schroders March 2011 - May 2011
BIDS Trading June 2010 - January 2011
New York University September 2009 - May 2010
J.P. Morgan July 2007 - July 2009
Global Hospitals May 2005 - August 2005
Skills
C++, C, VBA, Matlab, Unix, Bloomberg, Eviews, Microsoft Office, SQL Server, Minitab, SQL, Windows, HTML, Visual Basic, Access, MySQL, PL/SQL, Visual Studio, Excel, Numerix CrossAssetXL, Prysm, FastFill Seals, GMI, Clearvision, Market Risk, Credit Risk, Financial Modeling, Visio, Databases, Quantitative Finance, Quantitative Analysis, Capital Markets, Commodities, Portfolio Management, Basel, Electronic Trading, Trading Systems, Quantitative Analytics, Commodity, Trading, Derivatives, Options, Securities, FX Options, winfits, Crest, Oak, CVA, Prime Brokerage, Analysis
Education
New York University 2009 — 2011
Masters, Financial Engineering
Birla Institute of Technology and Science, Pilani 2003 — 2008
Masters, Economics
Birla Institute of Technology and Science, Pilani 2003 — 2008
Bachelors, Electronics & Instrumentation
Angelo, Gordon & Co. May 2014 - Present
Barclays May 2012 - April 2014
ABN AMRO Bank N.V. December 2011 - May 2012
MF Global May 2011 - November 2011
Schroders March 2011 - May 2011
BIDS Trading June 2010 - January 2011
New York University September 2009 - May 2010
J.P. Morgan July 2007 - July 2009
Global Hospitals May 2005 - August 2005
Skills
C++, C, VBA, Matlab, Unix, Bloomberg, Eviews, Microsoft Office, SQL Server, Minitab, SQL, Windows, HTML, Visual Basic, Access, MySQL, PL/SQL, Visual Studio, Excel, Numerix CrossAssetXL, Prysm, FastFill Seals, GMI, Clearvision, Market Risk, Credit Risk, Financial Modeling, Visio, Databases, Quantitative Finance, Quantitative Analysis, Capital Markets, Commodities, Portfolio Management, Basel, Electronic Trading, Trading Systems, Quantitative Analytics, Commodity, Trading, Derivatives, Options, Securities, FX Options, winfits, Crest, Oak, CVA, Prime Brokerage, Analysis
Education
New York University 2009 — 2011
Masters, Financial Engineering
Birla Institute of Technology and Science, Pilani 2003 — 2008
Masters, Economics
Birla Institute of Technology and Science, Pilani 2003 — 2008
Bachelors, Electronics & Instrumentation
Colin Marshall Colin Marshall's Schroders Experience August 1996 - June 1999
Job Corporate Credit Trading at Dalton Investments
Industry Investment Management
Experience
Dalton Investments February 2015 - Present
Cantor Fitzgerald 2009 - 2011
Guggenheim Partners April 2006 - April 2008
SkyZone Entertainment March 2004 - April 2005
Goldman Sachs April 2001 - August 2002
ING Barings June 1999 - March 2001
Schroders August 1996 - June 1999
Skills
High Yield Bonds, Loans, Distressed Debt, Enterprise Valuation, Financial Modeling, Proprietary Trading, Equities, Media Industries, Telecommunications, Technology, Mergers & Acquisitions, Corporate Development, Debt Restructuring, Writing, Public Speaking, Film Finance, LBO, Private Equity, Options, Convertible Bonds, Principal Investing, Leveraged Finance
Education
Columbia University in the City of New York 2002 — 2008
Master's Degree
Lehigh University 1991 — 1995
Bachelor's Degree, Business, Finance
Dalton Investments February 2015 - Present
Cantor Fitzgerald 2009 - 2011
Guggenheim Partners April 2006 - April 2008
SkyZone Entertainment March 2004 - April 2005
Goldman Sachs April 2001 - August 2002
ING Barings June 1999 - March 2001
Schroders August 1996 - June 1999
Skills
High Yield Bonds, Loans, Distressed Debt, Enterprise Valuation, Financial Modeling, Proprietary Trading, Equities, Media Industries, Telecommunications, Technology, Mergers & Acquisitions, Corporate Development, Debt Restructuring, Writing, Public Speaking, Film Finance, LBO, Private Equity, Options, Convertible Bonds, Principal Investing, Leveraged Finance
Education
Columbia University in the City of New York 2002 — 2008
Master's Degree
Lehigh University 1991 — 1995
Bachelor's Degree, Business, Finance
Shaye Cannon Shaye Cannon's Schroders Experience January 2015 - Present
Job Institutional Client Services at Schroders
Industry Financial Services
Experience
Schroders January 2015 - Present
Lord, Abbett & Co. LLC February 2013 - December 2014
Panel Lockout LLC October 2012 - January 2013
Brookfield Investment Management September 2011 - September 2012
Skills
Microsoft Excel, Outlook, PAM for Securities, IFS, Mandarin, Journal Entries, Compilation Of..., Trial Balance, Year-end Close, Bank Reconciliation, Financial Accounting, Data Analysis, Account Reconciliation, General Ledger, Financial Analysis, Financial Statements
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Schroders January 2015 - Present
Lord, Abbett & Co. LLC February 2013 - December 2014
Panel Lockout LLC October 2012 - January 2013
Brookfield Investment Management September 2011 - September 2012
Skills
Microsoft Excel, Outlook, PAM for Securities, IFS, Mandarin, Journal Entries, Compilation Of..., Trial Balance, Year-end Close, Bank Reconciliation, Financial Accounting, Data Analysis, Account Reconciliation, General Ledger, Financial Analysis, Financial Statements
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Mina Shankar Mina Shankar's Schroders Experience April 2012 - January 2015
Job Macro Structuring Analyst at Barclays
Industry Financial Services
Experience
Schroders April 2012 - January 2015
Morgan Stanley August 2011 - April 2012
Towers Watson June 2011 - August 2011
Kellogg School of Management June 2008 - December 2010
Skills
C++, Matlab, Python, R, Minitab, Stata, Excel, Statistics, Investments, Public Speaking, Equities, Quantitative Analytics
Education
University of California, Berkeley 2015 — 2016
Candidate for Master's of Financial Engineering
Harvard Extension School 2014 — 2014
Numerical Analysis
Northwestern University 2008 — 2011
Bachelor's Degree, Economics, Statistics
CFA Institute
Schroders April 2012 - January 2015
Morgan Stanley August 2011 - April 2012
Towers Watson June 2011 - August 2011
Kellogg School of Management June 2008 - December 2010
Skills
C++, Matlab, Python, R, Minitab, Stata, Excel, Statistics, Investments, Public Speaking, Equities, Quantitative Analytics
Education
University of California, Berkeley 2015 — 2016
Candidate for Master's of Financial Engineering
Harvard Extension School 2014 — 2014
Numerical Analysis
Northwestern University 2008 — 2011
Bachelor's Degree, Economics, Statistics
CFA Institute
Shawn Parris's Schroders Experience June 2013 - Present
Job Institutional Manager at Schroders
Industry Capital Markets
Experience
Schroders June 2013 - Present
Carret Asset Management January 2013 - April 2013
Philadelphia International Advisors June 2008 - December 2012
BISYS September 2006 - May 2008
Skills
Equities, Mutual Funds, Bloomberg, Asset Management, Investment Management, Financial Analysis, Valuation, Hedge Funds, Financial Modeling, Securities, Asset Allocation, Investments, Corporate Finance, Private Equity
Education
Drexel University - College of Business and Administration 2010 — 2012
MBA, Finance, 3.6/4.0
Drexel University - College of Business and Administration 2003 — 2008
Bsc, Finance, 3.4/4.0
Schroders June 2013 - Present
Carret Asset Management January 2013 - April 2013
Philadelphia International Advisors June 2008 - December 2012
BISYS September 2006 - May 2008
Skills
Equities, Mutual Funds, Bloomberg, Asset Management, Investment Management, Financial Analysis, Valuation, Hedge Funds, Financial Modeling, Securities, Asset Allocation, Investments, Corporate Finance, Private Equity
Education
Drexel University - College of Business and Administration 2010 — 2012
MBA, Finance, 3.6/4.0
Drexel University - College of Business and Administration 2003 — 2008
Bsc, Finance, 3.4/4.0
Viraj Parikh Viraj Parikh's Schroders Experience May 1997 - October 1999
Job Director of Finance at Edgenet, Inc.
Industry Computer Software
Experience
Edgenet, Inc. January 2015 - Present
LEAD Public Schools September 2013 - January 2015
Vailwood Capital January 2009 - September 2013
Courage Capital Management July 2005 - June 2008
Citigroup Smith Barney June 2002 - May 2005
50 Lexington Ave Co-Op Board 2001 - 2003
Topaz Capital November 1999 - February 2002
Schroders May 1997 - October 1999
Arthur Andersen September 1993 - May 1996
Senator Frank Lautenberg of New Jersey, U.S. Senate June 1992 - August 1992
Skills
Value Investing, Business Strategy, Hedge Funds, Equities, Portfolio Management, Investments, Entrepreneurship, Valuation, Business Development, Start-ups, Strategy, Finance, Management, JavaScript, HTML 5, Project Management, CSS3, Real Estate, CSS, E-commerce, Equity Research, Private Equity, Analysis, Venture Capital, Financial Services, Leadership, Asset Allocation, Restructuring, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Consulting, Asset Management, Program Management, Alternative Investments, Investment Management, Due Diligence, Corporate Development, Equity Derivatives, Investor Relations, Equity Valuation
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance/Security Analysis
University of California, Berkeley 1989 — 1993
Bachelor of Arts (B.A.), Major: Political Economy; Minor: Business Administration
Nashville Software School 2013 — 2013
Foundations in Web/Software Development
St. Joseph High School (Metuchen, NJ) 1985 — 1989
Edgenet, Inc. January 2015 - Present
LEAD Public Schools September 2013 - January 2015
Vailwood Capital January 2009 - September 2013
Courage Capital Management July 2005 - June 2008
Citigroup Smith Barney June 2002 - May 2005
50 Lexington Ave Co-Op Board 2001 - 2003
Topaz Capital November 1999 - February 2002
Schroders May 1997 - October 1999
Arthur Andersen September 1993 - May 1996
Senator Frank Lautenberg of New Jersey, U.S. Senate June 1992 - August 1992
Skills
Value Investing, Business Strategy, Hedge Funds, Equities, Portfolio Management, Investments, Entrepreneurship, Valuation, Business Development, Start-ups, Strategy, Finance, Management, JavaScript, HTML 5, Project Management, CSS3, Real Estate, CSS, E-commerce, Equity Research, Private Equity, Analysis, Venture Capital, Financial Services, Leadership, Asset Allocation, Restructuring, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Consulting, Asset Management, Program Management, Alternative Investments, Investment Management, Due Diligence, Corporate Development, Equity Derivatives, Investor Relations, Equity Valuation
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance/Security Analysis
University of California, Berkeley 1989 — 1993
Bachelor of Arts (B.A.), Major: Political Economy; Minor: Business Administration
Nashville Software School 2013 — 2013
Foundations in Web/Software Development
St. Joseph High School (Metuchen, NJ) 1985 — 1989
M. Dylan Tun's Schroders Experience May 2013 - February 2014
Job Senior Accountant Financial Reporting at WNET New York Public Media
Industry Media Production
Experience
WNET New York Public Media January 2015 - Present
WGBH April 2014 - December 2014
Schroders May 2013 - February 2014
WGBH June 2007 - September 2012
WGBH September 2005 - June 2007
Ecological Society of America November 2001 - August 2005
ICC Cosmos Co., Ltd April 2000 - July 2000
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Valuation, Revenue Analysis, Revenue Recognition, Account Reconciliation, Accounts Receivable, Project Management, Federal Grants..., Auditing, Financial Audits, Lawson General Ledger, Crystal Reports, Portfolio Management, Accounting, Internal Controls, Strategic Financial..., Analysis, Mergers & Acquisitions, Banking
Education
Université de Luxembourg 2012 — 2013
Master of Science (MS) in Banking and Finance, Investment Management, at Luxembourg School of Finance, Co-operation with NYU Stern School of Business
New York University 2011 — 2012
Advanced Certificate, Financial Analysis, Banking and Finance
Assumption University 1996 — 2000
BBA, Bachelor of Business Administration - International Business & Information Systems (Four Years)
University of Yangon 1995 — 1996
Transferred to Assumption, Mathematics
WNET New York Public Media January 2015 - Present
WGBH April 2014 - December 2014
Schroders May 2013 - February 2014
WGBH June 2007 - September 2012
WGBH September 2005 - June 2007
Ecological Society of America November 2001 - August 2005
ICC Cosmos Co., Ltd April 2000 - July 2000
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Valuation, Revenue Analysis, Revenue Recognition, Account Reconciliation, Accounts Receivable, Project Management, Federal Grants..., Auditing, Financial Audits, Lawson General Ledger, Crystal Reports, Portfolio Management, Accounting, Internal Controls, Strategic Financial..., Analysis, Mergers & Acquisitions, Banking
Education
Université de Luxembourg 2012 — 2013
Master of Science (MS) in Banking and Finance, Investment Management, at Luxembourg School of Finance, Co-operation with NYU Stern School of Business
New York University 2011 — 2012
Advanced Certificate, Financial Analysis, Banking and Finance
Assumption University 1996 — 2000
BBA, Bachelor of Business Administration - International Business & Information Systems (Four Years)
University of Yangon 1995 — 1996
Transferred to Assumption, Mathematics
Danni Ma's Schroders Experience June 2014 - August 2014
Job Equity Summer Analyst at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management May 2015 - August 2015
Schroders June 2014 - August 2014
Skills
Microsoft Office, Economics, Teamwork, International Relations, Research, Social Media, Financial Analysis, Data Analysis, Cultural Anthropology, Financial Accounting, Stata, Public Speaking, Financial Modeling, East Asian Studies, Leadership, Equities, Investments, Event Planning, Management, R, SQL, MarketQA, Bloomberg
Education
Brandeis University 2012 — 2016
Bachelor of Arts (B.A.), International/Global Studies, Economics, East Asian Studies, Dean's List
Princeton University 2013 — 2013
Japanese, 3.7 GPA
Jincai Senior High School 2009 — 2012
High School, Biology, General, 4.0 GPA
PanAgora Asset Management May 2015 - August 2015
Schroders June 2014 - August 2014
Skills
Microsoft Office, Economics, Teamwork, International Relations, Research, Social Media, Financial Analysis, Data Analysis, Cultural Anthropology, Financial Accounting, Stata, Public Speaking, Financial Modeling, East Asian Studies, Leadership, Equities, Investments, Event Planning, Management, R, SQL, MarketQA, Bloomberg
Education
Brandeis University 2012 — 2016
Bachelor of Arts (B.A.), International/Global Studies, Economics, East Asian Studies, Dean's List
Princeton University 2013 — 2013
Japanese, 3.7 GPA
Jincai Senior High School 2009 — 2012
High School, Biology, General, 4.0 GPA
Katherine Roberts's Schroders Experience March 2013 - April 2015
Job Vice President, Business Development at Kiski Group Inc.
Industry Financial Services
Experience
Kiski Group Inc. May 2015 - Present
Schroders March 2013 - April 2015
Schroders April 2013 - May 2014
Moody's Analytics 2011 - 2013
United States Senate December 2010 - May 2011
Skills
Capital Markets, Financial Markets, Credit Analysis, Fincancial..., Investments, Asset Management, Alternative Investments, Securities, Bonds, Mutual Funds, Asset Allocation, Sales Presentations, Investment Strategies, Investment Management, Hedge Funds, Equities, Economics, Insurance, Financial Services, Options, Investment Advisory, Structured Products, Hedging, Investor Relations, Portfolio Management, Emerging Markets, Series 7, Management, Marketing
Education
Lafayette College
Bachelor of Arts (B.A.), Business and Economics; Policy Studies
Ardsley High School
Kiski Group Inc. May 2015 - Present
Schroders March 2013 - April 2015
Schroders April 2013 - May 2014
Moody's Analytics 2011 - 2013
United States Senate December 2010 - May 2011
Skills
Capital Markets, Financial Markets, Credit Analysis, Fincancial..., Investments, Asset Management, Alternative Investments, Securities, Bonds, Mutual Funds, Asset Allocation, Sales Presentations, Investment Strategies, Investment Management, Hedge Funds, Equities, Economics, Insurance, Financial Services, Options, Investment Advisory, Structured Products, Hedging, Investor Relations, Portfolio Management, Emerging Markets, Series 7, Management, Marketing
Education
Lafayette College
Bachelor of Arts (B.A.), Business and Economics; Policy Studies
Ardsley High School
Barbara Cohen's Schroders Experience 1997 - 1999
Job Managing Director and Head of Institutional Sales at Summit Research Partners LLC
Industry Financial Services
Experience
Summit Research Partners LLC June 2013 - Present
Sidoti & Company, LLC January 2009 - May 2013
KeyBanc Capital Markets 2005 - 2008
Schroders 1997 - 1999
Wheat First Securities 1992 - 1994
Skills
Equities, Equity Research, Hedge Funds, Investments, Trading, Series 63, Asset Management, Series 7, Institutional Sales, Capital Markets, Bloomberg, Portfolio Management, Alternative Investments, Securities, Strategy, Series 24, Private Equity, Financial Markets, Executive Management, Equity Capital Markets, Finance, Series 65
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Cornell University 1988 — 1991
BS, Economics
Stuyvesant High School
Summit Research Partners LLC June 2013 - Present
Sidoti & Company, LLC January 2009 - May 2013
KeyBanc Capital Markets 2005 - 2008
Schroders 1997 - 1999
Wheat First Securities 1992 - 1994
Skills
Equities, Equity Research, Hedge Funds, Investments, Trading, Series 63, Asset Management, Series 7, Institutional Sales, Capital Markets, Bloomberg, Portfolio Management, Alternative Investments, Securities, Strategy, Series 24, Private Equity, Financial Markets, Executive Management, Equity Capital Markets, Finance, Series 65
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Cornell University 1988 — 1991
BS, Economics
Stuyvesant High School
Vanessa Richardson Vanessa Richardson's Schroders Experience January 2008 - October 2014
Job Licensed Real Estate Salesperson
Industry Real Estate
Experience
The Modern Group, Inc. April 2015 - Present
Schroders January 2008 - October 2014
Schroder Investment Management North America Inc. 2008 - October 2014
DKR Capital December 2002 - December 2007
Noelle 1998 - 2002
Education
Manhattanville College 1999 — 2002
BA, Psychology/Gender Studies
Boston University 1996 — 1998
Psychology
The Modern Group, Inc. April 2015 - Present
Schroders January 2008 - October 2014
Schroder Investment Management North America Inc. 2008 - October 2014
DKR Capital December 2002 - December 2007
Noelle 1998 - 2002
Education
Manhattanville College 1999 — 2002
BA, Psychology/Gender Studies
Boston University 1996 — 1998
Psychology
Dan Coker's Schroders Experience 1997 - 1999
Job Investment Research and Strategy
Industry Capital Markets
Experience
Moody's Corporation 2006 - 2015
Morgan Stanley Capital International 2002 - 2005
Citigroup 2000 - 2002
Schroders 1997 - 1999
Nat West 1996 - 1997
Prudential Securities 1992 - 1996
Prudential 1991 - 1992
Hewlett-Packard 1987 - 1989
Skills
Stock Selection, Quantitative Research, Marketing, Product Development, Portfolio Management, Communication Skills, Financial Analysis, Equities, Financial Modeling, Investments, Valuation, Quantitative Finance, Capital Markets, Management, Equity Research, Financial Markets, Fixed Income, Derivatives, Business Strategy, Quantitative Analytics, Stock Picking, Hedge Funds, Investment Banking, Asset Management, Structured Finance, Analysis, Alternative Investments, Structured Products, Economics, Investment Management, Bloomberg, Securities, Investment Strategies, Private Equity, Asset Allocation, Trading, Finance
Education
Drew University 1989 — 1991
Bachelor's Degree
Middlesex County College 1985 — 1989
Associate's Degree
West Chester University of Pennsylvania 1982 — 1985
Moody's Corporation 2006 - 2015
Morgan Stanley Capital International 2002 - 2005
Citigroup 2000 - 2002
Schroders 1997 - 1999
Nat West 1996 - 1997
Prudential Securities 1992 - 1996
Prudential 1991 - 1992
Hewlett-Packard 1987 - 1989
Skills
Stock Selection, Quantitative Research, Marketing, Product Development, Portfolio Management, Communication Skills, Financial Analysis, Equities, Financial Modeling, Investments, Valuation, Quantitative Finance, Capital Markets, Management, Equity Research, Financial Markets, Fixed Income, Derivatives, Business Strategy, Quantitative Analytics, Stock Picking, Hedge Funds, Investment Banking, Asset Management, Structured Finance, Analysis, Alternative Investments, Structured Products, Economics, Investment Management, Bloomberg, Securities, Investment Strategies, Private Equity, Asset Allocation, Trading, Finance
Education
Drew University 1989 — 1991
Bachelor's Degree
Middlesex County College 1985 — 1989
Associate's Degree
West Chester University of Pennsylvania 1982 — 1985
Melissa Krajewski, CFA's Schroders Experience June 2013 - Present
Job at Schroders
Industry Investment Management
Experience
Schroders June 2013 - Present
Income Research & Management December 2012 - June 2013
Income Research & Management October 2010 - December 2012
Income Research & Management June 2009 - September 2010
Natixis Global Associates November 2008 - June 2009
Canaccord Adams October 2007 - October 2008
Brown Brothers Harriman January 2007 - October 2007
Skills
Fixed Income, Relationship Management, Investment Management, Investments, Asset Management, Series 7, Financial Markets, Bonds, Series 63, Equities, Emerging Markets, Investor Relations, Client Services
Education
Boston University 2003 — 2007
Bachelor of Science, Communication (Advertising)
Schroders June 2013 - Present
Income Research & Management December 2012 - June 2013
Income Research & Management October 2010 - December 2012
Income Research & Management June 2009 - September 2010
Natixis Global Associates November 2008 - June 2009
Canaccord Adams October 2007 - October 2008
Brown Brothers Harriman January 2007 - October 2007
Skills
Fixed Income, Relationship Management, Investment Management, Investments, Asset Management, Series 7, Financial Markets, Bonds, Series 63, Equities, Emerging Markets, Investor Relations, Client Services
Education
Boston University 2003 — 2007
Bachelor of Science, Communication (Advertising)
Elsie Chung Elsie Chung's Schroders Experience July 2012 - August 2012
Job Incoming Analyst at JPMorgan Chase & Co.
Industry
Experience
JPMorgan Chase & Co. June 2015 - Present
Organizing for Action May 2014 - August 2014
Korea Center for International Finance June 2013 - August 2013
Schroders July 2012 - August 2012
Pyeongchang 2018 Olympics Organizing Committee June 2012 - July 2012
Education
Bryn Mawr College 2011 — 2015
Bachelor of Science (BS), Political Science and French
Yongsan International School of Seoul 2008 — 2011
Lycee International School of Xavier 2007 — 2008
JPMorgan Chase & Co. June 2015 - Present
Organizing for Action May 2014 - August 2014
Korea Center for International Finance June 2013 - August 2013
Schroders July 2012 - August 2012
Pyeongchang 2018 Olympics Organizing Committee June 2012 - July 2012
Education
Bryn Mawr College 2011 — 2015
Bachelor of Science (BS), Political Science and French
Yongsan International School of Seoul 2008 — 2011
Lycee International School of Xavier 2007 — 2008
Alexandra Poe Alexandra Poe's Schroders Experience 1996 - 2001
Job Partner, Reed Smith LLP Fund Formation, Product Development, Compliance and Governance
Industry Investment Management
Experience
Reed Smith LLP July 2009 - Present
WilmerHale 2005 - 2009
U.S. Trust 2004 - 2005
Prudential Financial 2001 - 2004
Schroders 1996 - 2001
Gordon Altman et al. 1994 - 1996
Citibank, Global Asset Management 1989 - 1994
Stroock & Stroock & Lavan LLP 1985 - 1989
Skills
Private Equity, Hedge Funds, Alternative Investments, Securities, Investments, Investment Management, Mutual Funds, Fund Of Funds, Due Diligence, Financial Structuring, Venture Capital, Funding, Securities Regulation, Strategy, Institutional..., Asset Management, Corporate Governance, Financial Services, Financial Markets, Mergers & Acquisitions
Education
International Culinary Center 2014 — 2015
Certified Sommelier (CMS), Intensive Wine Studies Course
New York University School of Law 1982 — 1985
JD, Law
Cornell University 1977 — 1981
BS, Social Sciences, Dean's List
Reed Smith LLP July 2009 - Present
WilmerHale 2005 - 2009
U.S. Trust 2004 - 2005
Prudential Financial 2001 - 2004
Schroders 1996 - 2001
Gordon Altman et al. 1994 - 1996
Citibank, Global Asset Management 1989 - 1994
Stroock & Stroock & Lavan LLP 1985 - 1989
Skills
Private Equity, Hedge Funds, Alternative Investments, Securities, Investments, Investment Management, Mutual Funds, Fund Of Funds, Due Diligence, Financial Structuring, Venture Capital, Funding, Securities Regulation, Strategy, Institutional..., Asset Management, Corporate Governance, Financial Services, Financial Markets, Mergers & Acquisitions
Education
International Culinary Center 2014 — 2015
Certified Sommelier (CMS), Intensive Wine Studies Course
New York University School of Law 1982 — 1985
JD, Law
Cornell University 1977 — 1981
BS, Social Sciences, Dean's List
John Amabile's Schroders Experience June 1998 - May 2000
Job Senior Regional Vice President, NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
John Frederick Goddard John Frederick Goddard's Schroders Experience March 2014 - Present
Job Trade Operations at Schroders Investment Management
Industry Financial Services
Experience
Schroders March 2014 - Present
Skills
Asset Management, Bloomberg, Equities, Financial Markets, Fixed Income, Portfolio Management, Corporate Finance, Derivatives, Investment Banking, Investments, Photoshop, Risk Management, Valuation, Microsoft Office
Education
Kingston University 2010 — 2013
Economics and Geography
Frensham Heights 2001 — 2010
Schroders March 2014 - Present
Skills
Asset Management, Bloomberg, Equities, Financial Markets, Fixed Income, Portfolio Management, Corporate Finance, Derivatives, Investment Banking, Investments, Photoshop, Risk Management, Valuation, Microsoft Office
Education
Kingston University 2010 — 2013
Economics and Geography
Frensham Heights 2001 — 2010
Virang Patel Virang Patel's Schroders Experience July 2007 - December 2007
Job Associate, Electronic Client Solutions for Rates and Credit
Industry Financial Services
Experience
BNP Paribas August 2014 - Present
BNP Paribas June 2012 - July 2014
BNP Paribas April 2010 - May 2012
BNP Paribas April 2009 - March 2010
BNP Paribas April 2008 - April 2009
Schroders July 2007 - December 2007
IBM August 2005 - July 2006
Skills
Microsoft Office, Bloomberg, ADP, Siebel, Equities, Options, Finance, Mutual Funds, Analysis, Middle Office, Management, Back Office, Access, Commodity, Account Reconciliation, Accounting, Credit, Microsoft Excel, SDLC
Education
Aston University 2003 — 2007
BSc, Business Administration & Mathematics
BNP Paribas August 2014 - Present
BNP Paribas June 2012 - July 2014
BNP Paribas April 2010 - May 2012
BNP Paribas April 2009 - March 2010
BNP Paribas April 2008 - April 2009
Schroders July 2007 - December 2007
IBM August 2005 - July 2006
Skills
Microsoft Office, Bloomberg, ADP, Siebel, Equities, Options, Finance, Mutual Funds, Analysis, Middle Office, Management, Back Office, Access, Commodity, Account Reconciliation, Accounting, Credit, Microsoft Excel, SDLC
Education
Aston University 2003 — 2007
BSc, Business Administration & Mathematics
Jamie Appelstein Jamie Appelstein's Schroders Experience February 2015 - Present
Job Consultant Relations at Schroders
Industry Financial Services
Experience
Schroders February 2015 - Present
Neuberger Berman February 2010 - February 2015
Business Monitor International May 2009 - February 2010
Gerson Lehrman Group May 2008 - August 2008
Acadian Asset Management 2007 - 2007
Skills
Hedge Funds, Contract Negotiation, Equities, Spanish, Strategy, Entrepreneurship, Due Diligence, Derivatives, Management, Financial Services, Finance, Capital Markets, Business Development
Education
Lehigh University - College of Business and Economics 2005 — 2009
Bachelor of Science (BS), Finance
Lehigh University
B.S, Finance
Schroders February 2015 - Present
Neuberger Berman February 2010 - February 2015
Business Monitor International May 2009 - February 2010
Gerson Lehrman Group May 2008 - August 2008
Acadian Asset Management 2007 - 2007
Skills
Hedge Funds, Contract Negotiation, Equities, Spanish, Strategy, Entrepreneurship, Due Diligence, Derivatives, Management, Financial Services, Finance, Capital Markets, Business Development
Education
Lehigh University - College of Business and Economics 2005 — 2009
Bachelor of Science (BS), Finance
Lehigh University
B.S, Finance
Leigh Fitzgerald's Schroders Experience January 2008 - January 2008
Job Principal Inbound Marketing Specialist EDU
Industry Computer Software
Experience
HubSpot September 2014 - Present
HubSpot July 2012 - August 2014
NETC October 2011 - June 2012
NETC June 2010 - October 2011
ISM August 2009 - December 2009
Brainshark 2006 - 2009
Schroders January 2008 - January 2008
Alloy January 2007 - January 2007
Skills
Public Relations, Sales, Advertising, Competitive Analysis, Tourism, Marketing, Cold Calling, Marketing Strategy, Communication, Social Media, Social Media Marketing, Salesforce.com, International Marketing, Online Advertising, Inbound Marketing, Inbound Lead Generation, Nonprofit Technology, Sales Process, Blogging, Account Management, Sales Operations, Leadership, B2B, Selling
Education
Endicott College 2006 — 2010
Bachelor of Science, Communications
University of Sydney 2009 — 2009
Business
HubSpot September 2014 - Present
HubSpot July 2012 - August 2014
NETC October 2011 - June 2012
NETC June 2010 - October 2011
ISM August 2009 - December 2009
Brainshark 2006 - 2009
Schroders January 2008 - January 2008
Alloy January 2007 - January 2007
Skills
Public Relations, Sales, Advertising, Competitive Analysis, Tourism, Marketing, Cold Calling, Marketing Strategy, Communication, Social Media, Social Media Marketing, Salesforce.com, International Marketing, Online Advertising, Inbound Marketing, Inbound Lead Generation, Nonprofit Technology, Sales Process, Blogging, Account Management, Sales Operations, Leadership, B2B, Selling
Education
Endicott College 2006 — 2010
Bachelor of Science, Communications
University of Sydney 2009 — 2009
Business
Gabriel Teo Gabriel Teo's Schroders Experience May 2012 - July 2012
Job President of Student Council, Rice University | Expert Negotiator | Government Consultant
Industry Government Administration
Experience
Singapore Economic Development Board July 2015 - August 2015
Rice University March 2014 - March 2015
Singapore Economic Development Board May 2014 - July 2014
Schroders May 2012 - July 2012
Singapore Army January 2010 - December 2011
Skills
Project Management, Team Management, Task-oriented, Goal-driven leader, Business Analysis, Strategic Communications, Training, Program Management, Strategy, Team Leadership, Event Planning, Leadership
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Management Science and Engineering
Rice University 2012 — 2015
Bachelor of Arts, Economics, Managerial Studies, Business Minor, GPA 3.98, Magna Cum Laude
Raffles Junior College 2008 — 2009
Singapore Economic Development Board July 2015 - August 2015
Rice University March 2014 - March 2015
Singapore Economic Development Board May 2014 - July 2014
Schroders May 2012 - July 2012
Singapore Army January 2010 - December 2011
Skills
Project Management, Team Management, Task-oriented, Goal-driven leader, Business Analysis, Strategic Communications, Training, Program Management, Strategy, Team Leadership, Event Planning, Leadership
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Management Science and Engineering
Rice University 2012 — 2015
Bachelor of Arts, Economics, Managerial Studies, Business Minor, GPA 3.98, Magna Cum Laude
Raffles Junior College 2008 — 2009
Steven J Driscoll CPA,FRM,CFA's Schroders Experience February 2000 - September 2002
Job Highly Accredited Financial Services Professional
Industry Financial Services
Experience
Daniel DeStefano CPA July 2009 - Present
JPMorgan Chase November 2002 - July 2009
Schroders February 2000 - September 2002
Credit Suisse First Boston February 1998 - February 2000
Skills
Financial Analysis, Accounting, Equities, Financial Reporting, Portfolio Management, Asset Management, Investment Advisory, Risk Management, Fixed Income, Audit, Financial Accounting, Internal Controls, Financial Management, Corporate Finance, Forecasting, Auditing, Financial Services, Securities, Middle Office, Hedge Funds, Investment Banking, Mergers & Acquisitions, Alternative Investments, Mutual Funds, Financial Statements, Prime Brokerage
Education
New York Institute of Finance 2010 — 2011
Certificate, Treasury Management
New York University 2003 — 2005
Certifiate, Financial Analysis
Fairleigh Dickinson University
BS, Accounting
Daniel DeStefano CPA July 2009 - Present
JPMorgan Chase November 2002 - July 2009
Schroders February 2000 - September 2002
Credit Suisse First Boston February 1998 - February 2000
Skills
Financial Analysis, Accounting, Equities, Financial Reporting, Portfolio Management, Asset Management, Investment Advisory, Risk Management, Fixed Income, Audit, Financial Accounting, Internal Controls, Financial Management, Corporate Finance, Forecasting, Auditing, Financial Services, Securities, Middle Office, Hedge Funds, Investment Banking, Mergers & Acquisitions, Alternative Investments, Mutual Funds, Financial Statements, Prime Brokerage
Education
New York Institute of Finance 2010 — 2011
Certificate, Treasury Management
New York University 2003 — 2005
Certifiate, Financial Analysis
Fairleigh Dickinson University
BS, Accounting
Jim Condon, MBA, CIMA®'s Schroders Experience January 2006 - June 2008
Job Senior Vice President Business Development & Analytics
Industry Investment Management
Experience
Strategic Capital Companies October 2010 - Present
PC Capital June 2008 - October 2010
Schroders January 2006 - June 2008
Refco 2005 - 2006
Marsh 2003 - 2005
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Finance, General
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA®, Investments and Securities
Ithaca College 1999 — 2003
BS, Business
Strategic Capital Companies October 2010 - Present
PC Capital June 2008 - October 2010
Schroders January 2006 - June 2008
Refco 2005 - 2006
Marsh 2003 - 2005
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Finance, General
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA®, Investments and Securities
Ithaca College 1999 — 2003
BS, Business
Matthew Parr Matthew Parr's Schroders Experience May 2015 - Present
Job Portfolio Compliance Analyst
Industry Financial Services
Experience
Schroders May 2015 - Present
Deutsche Bank Securities September 2014 - May 2015
MetLife March 2014 - September 2014
Everest Medical Services October 2013 - March 2014
Sandokan Solutions LLC May 2013 - October 2013
Suburban Disposal April 2011 - May 2012
Advisors Mortgage Group February 2009 - August 2009
NIA Group, LLC July 2008 - January 2009
Skills
Vendor Management, Management, Recruiting, Spreadsheets, Finance, Accounts Receivable, Outlook, Microsoft Excel, Operations Management, Microsoft Word, Inventory Control, Pricing, Customer Satisfaction, Time Management, Telecommunications, Human Resources
Education
Ramapo College of New Jersey 2004 — 2007
Bachelor of Business Administration (BBA), Finance/Economics Minor
County College of Morris 2001 — 2003
Associates Degree, Business Administration
Schroders May 2015 - Present
Deutsche Bank Securities September 2014 - May 2015
MetLife March 2014 - September 2014
Everest Medical Services October 2013 - March 2014
Sandokan Solutions LLC May 2013 - October 2013
Suburban Disposal April 2011 - May 2012
Advisors Mortgage Group February 2009 - August 2009
NIA Group, LLC July 2008 - January 2009
Skills
Vendor Management, Management, Recruiting, Spreadsheets, Finance, Accounts Receivable, Outlook, Microsoft Excel, Operations Management, Microsoft Word, Inventory Control, Pricing, Customer Satisfaction, Time Management, Telecommunications, Human Resources
Education
Ramapo College of New Jersey 2004 — 2007
Bachelor of Business Administration (BBA), Finance/Economics Minor
County College of Morris 2001 — 2003
Associates Degree, Business Administration
Timothy DiMarco Timothy DiMarco's Schroders Experience June 1999 - April 2000
Job Director & Associate General Counsel at Citigroup
Industry Financial Services
Experience
Citi October 2006 - Present
Bronx County District Attorney Office August 2001 - September 2006
New York Life Insurance Company June 2000 - March 2001
Schroders June 1999 - April 2000
Skills
Due Diligence, Litigation, Criminal Law, Courts, Trials, Corporate Law, Fraud, Hearings, Hedge Funds, Intellectual Property, Legal Issues, Legal Research, Legal Writing, Licensing, Private Investigations, Securities
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Executive Master of Public Administration, International Economic Policy and Management
New York Law School 1998 — 2001
Doctor of Law (J.D.), Law
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), History/Philosophy
Oxford University, Mansfield College 1996 — 1997
History/Philosophy
Citi October 2006 - Present
Bronx County District Attorney Office August 2001 - September 2006
New York Life Insurance Company June 2000 - March 2001
Schroders June 1999 - April 2000
Skills
Due Diligence, Litigation, Criminal Law, Courts, Trials, Corporate Law, Fraud, Hearings, Hedge Funds, Intellectual Property, Legal Issues, Legal Research, Legal Writing, Licensing, Private Investigations, Securities
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Executive Master of Public Administration, International Economic Policy and Management
New York Law School 1998 — 2001
Doctor of Law (J.D.), Law
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), History/Philosophy
Oxford University, Mansfield College 1996 — 1997
History/Philosophy
Brian Wu Brian Wu's Schroders Experience January 2014 - Present
Job Trader, Fixed Income at Schroders
Industry Investment Management
Experience
Schroders January 2014 - Present
Schroders October 2012 - December 2013
Schroders May 2010 - October 2012
Schroders May 2008 - May 2010
Tiffany & Co. May 2006 - May 2008
Skills
Trading, Options Strategies, Fixed Income, Emerging Markets, Bloomberg, Bonds, Charles River, Trade Web, Market Axess, Microsoft Excel, Investments, Asset Management, Equities
Education
Binghamton University 2001 — 2005
Economics
Schroders January 2014 - Present
Schroders October 2012 - December 2013
Schroders May 2010 - October 2012
Schroders May 2008 - May 2010
Tiffany & Co. May 2006 - May 2008
Skills
Trading, Options Strategies, Fixed Income, Emerging Markets, Bloomberg, Bonds, Charles River, Trade Web, Market Axess, Microsoft Excel, Investments, Asset Management, Equities
Education
Binghamton University 2001 — 2005
Economics
Nicole Filingeri Nicole Filingeri's Schroders Experience July 2007 - July 2012
Job Vice PresidentInstitutional & Third Party Operations at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds October 2014 - Present
OppenheimerFunds June 2013 - October 2014
Brown Brothers Harriman July 2012 - March 2013
Schroders July 2007 - July 2012
BNY Mellon April 2004 - June 2007
AllianceBernstein July 2001 - March 2004
Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Fixed Income, Series 7, Series 63, Client Service Oriented, Process Improvement, Policy Generation, Project Management, Asset Management, Relationship Management, Financial Services, Institutional..., Salesforce.com, Investment Management, Client Services, CRM, Asset Allocation
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance & Management
Lafayette College 1997 — 2001
Bachelor of Arts (BA), Econ/Business & Gov't/Law
OppenheimerFunds October 2014 - Present
OppenheimerFunds June 2013 - October 2014
Brown Brothers Harriman July 2012 - March 2013
Schroders July 2007 - July 2012
BNY Mellon April 2004 - June 2007
AllianceBernstein July 2001 - March 2004
Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Fixed Income, Series 7, Series 63, Client Service Oriented, Process Improvement, Policy Generation, Project Management, Asset Management, Relationship Management, Financial Services, Institutional..., Salesforce.com, Investment Management, Client Services, CRM, Asset Allocation
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance & Management
Lafayette College 1997 — 2001
Bachelor of Arts (BA), Econ/Business & Gov't/Law
David Feng David Feng's Schroders Experience August 1991 - June 1996
Job Program Management | Financial Services Technology | Seeking New Opportunity
Industry Information Technology and Services
Experience
Ullink October 2014 - Present
OpenCrowd August 2013 - October 2014
EMC April 2013 - August 2013
Sapient Global Markets July 2012 - February 2013
JonesTrading August 2007 - January 2012
Citi June 2003 - July 2007
Allianz Dresdner Asset Management June 2002 - June 2003
Scient May 1999 - December 2001
Cambridge Technology Partners July 1996 - May 1999
Schroders August 1991 - June 1996
Skills
Product Management, Business Analysis, IT Strategy, Software Development, Process Improvement, Risk Management, Integration, Program Management, Cross-functional Team..., Change Management, Trading Systems, Vendor Management, Electronic Trading, Market Data, Strategic Planning, Project Management, SDLC, Financial Services, Options, Agile Web Development, User-centered Design, Data Modeling, SQL, Equities, Management, Consulting, Agile Methodologies
Education
Binghamton University - School of Management 1987 — 1991
BS, Management
CFA Institute
Received CFA Charter in 2007
Ullink October 2014 - Present
OpenCrowd August 2013 - October 2014
EMC April 2013 - August 2013
Sapient Global Markets July 2012 - February 2013
JonesTrading August 2007 - January 2012
Citi June 2003 - July 2007
Allianz Dresdner Asset Management June 2002 - June 2003
Scient May 1999 - December 2001
Cambridge Technology Partners July 1996 - May 1999
Schroders August 1991 - June 1996
Skills
Product Management, Business Analysis, IT Strategy, Software Development, Process Improvement, Risk Management, Integration, Program Management, Cross-functional Team..., Change Management, Trading Systems, Vendor Management, Electronic Trading, Market Data, Strategic Planning, Project Management, SDLC, Financial Services, Options, Agile Web Development, User-centered Design, Data Modeling, SQL, Equities, Management, Consulting, Agile Methodologies
Education
Binghamton University - School of Management 1987 — 1991
BS, Management
CFA Institute
Received CFA Charter in 2007
Ryan Bennett, CFA Ryan Bennett, CFA's Schroders Experience October 2014 - Present
Job Equity Analyst at Schroders
Industry Financial Services
Experience
Schroders October 2014 - Present
Zelman & Associates February 2013 - September 2014
Barclays Capital September 2008 - January 2013
Lehman Brothers 2007 - 2008
Lehman Brothers July 2005 - July 2007
Skills
Valuation, Financial Modeling, Capital Markets, Portfolio Management, Investments, Investment Banking, Real Estate, Bloomberg
Education
Georgetown University 2001 — 2005
B.S., Finance, Management
Schroders October 2014 - Present
Zelman & Associates February 2013 - September 2014
Barclays Capital September 2008 - January 2013
Lehman Brothers 2007 - 2008
Lehman Brothers July 2005 - July 2007
Skills
Valuation, Financial Modeling, Capital Markets, Portfolio Management, Investments, Investment Banking, Real Estate, Bloomberg
Education
Georgetown University 2001 — 2005
B.S., Finance, Management
Richard Gotterer, CFP®'s Schroders Experience September 1992 - October 2000
Job Regional Director at Calamos Wealth Management LLC
Industry Investment Management
Experience
Calamos Investments July 2015 - Present
Wescott Financial Advisory Group LLC April 2010 - July 2015
Gibraltar Private Bank & Trust November 2000 - April 2010
Schroders September 1992 - October 2000
Oppenheimer & Co. 1984 - 1987
Skills
Investment Management, Investment Strategies, Asset M, Asset Allocation, Wealth Management, Retirement Planning, Wealth Preservation..., Charitable Gift Planning, Estate Planning, Family Office, Security Analysis, Fixed Income Portfolio..., Trading, High Net Worth..., Mutual Funds, Portfolio Management, Financial Advisory, Insurance
Education
Boston University 2009 — 2010
Certificate in Financial Planning
American University - Kogod School of Business 1981 — 1984
BSBA, Accounting
Birch Wathen
Calamos Investments July 2015 - Present
Wescott Financial Advisory Group LLC April 2010 - July 2015
Gibraltar Private Bank & Trust November 2000 - April 2010
Schroders September 1992 - October 2000
Oppenheimer & Co. 1984 - 1987
Skills
Investment Management, Investment Strategies, Asset M, Asset Allocation, Wealth Management, Retirement Planning, Wealth Preservation..., Charitable Gift Planning, Estate Planning, Family Office, Security Analysis, Fixed Income Portfolio..., Trading, High Net Worth..., Mutual Funds, Portfolio Management, Financial Advisory, Insurance
Education
Boston University 2009 — 2010
Certificate in Financial Planning
American University - Kogod School of Business 1981 — 1984
BSBA, Accounting
Birch Wathen
Chris Ames Chris Ames's Schroders Experience October 2007 - Present
Job Head of Securitized at Schroders
Industry Investment Management
Experience
Schroders October 2007 - Present
Cheyne Capital (UK) LLP 2005 - 2007
BNP Paribas, French Investment Bank 2002 - 2005
Wall Street Analytics 1999 - 2002
Nikko Principal Finance 1998 - 1999
Lehman Brothers 1991 - 1998
Skills
ABS, Fixed Income, Portfolio Management, Structured Products, Structured Finance, Bonds, Alternative Investments, Securitization, Financial Modeling, Private Equity, Derivatives, Investment Banking, Asset Management, Capital Markets, Hedge Funds, Bloomberg, Emerging Markets, Financial Structuring, Equity Derivatives, Investment Management, Credit Derivatives, Financial Markets, Trading
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance
Boston University 1980 — 1984
BA, Psychology
Schroders October 2007 - Present
Cheyne Capital (UK) LLP 2005 - 2007
BNP Paribas, French Investment Bank 2002 - 2005
Wall Street Analytics 1999 - 2002
Nikko Principal Finance 1998 - 1999
Lehman Brothers 1991 - 1998
Skills
ABS, Fixed Income, Portfolio Management, Structured Products, Structured Finance, Bonds, Alternative Investments, Securitization, Financial Modeling, Private Equity, Derivatives, Investment Banking, Asset Management, Capital Markets, Hedge Funds, Bloomberg, Emerging Markets, Financial Structuring, Equity Derivatives, Investment Management, Credit Derivatives, Financial Markets, Trading
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance
Boston University 1980 — 1984
BA, Psychology
John MacNeil's Schroders Experience March 1999 - November 2008
Job Managing Director Technology and Renewables
Industry Financial Services
Experience
ACI Projects LLC June 2011 - Present
Altacap March 2009 - Present
Phineus Partners November 2008 - Present
Schroders March 1999 - November 2008
SALOMON SMITH BARNEY INC August 1995 - March 1999
Skills
Equities, Investments, Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Private Equity, Portfolio Management, Investment Banking, Equity Research, Valuation, Fixed Income, Financial Modeling
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA)
The University of Connecticut 1979 — 1982
Bachelor of Science (BS)
ACI Projects LLC June 2011 - Present
Altacap March 2009 - Present
Phineus Partners November 2008 - Present
Schroders March 1999 - November 2008
SALOMON SMITH BARNEY INC August 1995 - March 1999
Skills
Equities, Investments, Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Private Equity, Portfolio Management, Investment Banking, Equity Research, Valuation, Fixed Income, Financial Modeling
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA)
The University of Connecticut 1979 — 1982
Bachelor of Science (BS)
Carl Eyler's Schroders Experience September 2015 - Present
Job Head of Information Security Americas at Schroders
Industry Information Technology and Services
Experience
Schroders September 2015 - Present
Deutsche Bank AG April 2008 - September 2015
Calyon January 2005 - January 2008
Banco Santander April 2001 - January 2005
Lucent Technologies May 2000 - November 2000
DISA - Department of Defense Computer Emergency Response Team (DOD-CERT) May 1997 - May 2000
Skills
Information Security, Risk Assessment, Internal Audit, Risk Management, Security Awareness, Training, Security, COBIT, Financial Risk, Management, Vulnerability Assessment, IT Audit, Servers, Integration, Infrastructure, Business Continuity, IT Strategy, IT Management, Information Security..., ITIL, Disaster Recovery
Education
Excelsior College
Bachelor of Science (B.S.), Computer Information Systems
Lindenhurst Sr. High
Schroders September 2015 - Present
Deutsche Bank AG April 2008 - September 2015
Calyon January 2005 - January 2008
Banco Santander April 2001 - January 2005
Lucent Technologies May 2000 - November 2000
DISA - Department of Defense Computer Emergency Response Team (DOD-CERT) May 1997 - May 2000
Skills
Information Security, Risk Assessment, Internal Audit, Risk Management, Security Awareness, Training, Security, COBIT, Financial Risk, Management, Vulnerability Assessment, IT Audit, Servers, Integration, Infrastructure, Business Continuity, IT Strategy, IT Management, Information Security..., ITIL, Disaster Recovery
Education
Excelsior College
Bachelor of Science (B.S.), Computer Information Systems
Lindenhurst Sr. High
Daniel Lubin's Schroders Experience 1994 - 1997
Job Managing Partner, Radius Ventures LLC
Industry Investment Management
Experience
Radius Ventures 1997 - Present
Schroders 1994 - 1997
Education
Georgetown University School of Foreign Service
BSFS, International Relations & Business Diplomacy
Harvard Business School
MBA
Radius Ventures 1997 - Present
Schroders 1994 - 1997
Education
Georgetown University School of Foreign Service
BSFS, International Relations & Business Diplomacy
Harvard Business School
MBA
Camille Abelson, PHR's Schroders Experience March 2014 - July 2014
Job VP Human Resources at THL Credit, Inc.
Industry Human Resources
Experience
THL Credit, Inc. July 2014 - Present
Schroders March 2014 - July 2014
Apax Partners June 2010 - March 2014
Ambrose Employer Group, LLC February 2008 - June 2010
InterContinental Hotels Group 2007 - 2007
Skills
Payroll, Human Resources, Employee Benefits, Employee Relations, Talent Acquisition, Talent Management, Personnel Management, Performance Management, Recruiting
Education
Cornell University 2004 — 2008
Bachelor of Science (BS), Hotel Administration
THL Credit, Inc. July 2014 - Present
Schroders March 2014 - July 2014
Apax Partners June 2010 - March 2014
Ambrose Employer Group, LLC February 2008 - June 2010
InterContinental Hotels Group 2007 - 2007
Skills
Payroll, Human Resources, Employee Benefits, Employee Relations, Talent Acquisition, Talent Management, Personnel Management, Performance Management, Recruiting
Education
Cornell University 2004 — 2008
Bachelor of Science (BS), Hotel Administration
Christopher De Young Christopher De Young's Schroders Experience 2004 - January 2012
Job High Yield Bond Analyst at Schroders
Industry Investment Management
Experience
Schroders 2004 - January 2012
ING Furman Selz 1995 - 1998
Lehman Brothers 1991 - 1995
Skills
Asset Managment, Portfolio Management, Chartered Financial..., Investment Management, Bloomberg Terminal, High Yield, Structured Finance, Trading, Equities, Investment Banking, Fixed Income, Bloomberg, Capital Markets, Alternative Investments, Hedge Funds, Bonds, Asset Management
Education
Fordham University - Graduate School of Business Administration 1987 — 1991
Master of Business Administration (MBA), Finance
Fordham University 1981 — 1985
Bachelor of Arts (B.A.), Italian Language and Literature
Schroders 2004 - January 2012
ING Furman Selz 1995 - 1998
Lehman Brothers 1991 - 1995
Skills
Asset Managment, Portfolio Management, Chartered Financial..., Investment Management, Bloomberg Terminal, High Yield, Structured Finance, Trading, Equities, Investment Banking, Fixed Income, Bloomberg, Capital Markets, Alternative Investments, Hedge Funds, Bonds, Asset Management
Education
Fordham University - Graduate School of Business Administration 1987 — 1991
Master of Business Administration (MBA), Finance
Fordham University 1981 — 1985
Bachelor of Arts (B.A.), Italian Language and Literature
Ryan Chelf's Schroders Experience May 2012 - Present
Job
Industry Investment Management
Experience
Schroders May 2012 - Present
Skills
Securities, Corporate Governance, Securities Regulation, Legal Writing, Joint Ventures, Corporate Law, Investments, Commercial Litigation, Private Equity, Due Diligence, Legal Research, International Law, Hedge Funds
Education
Fordham University School of Law 2004 — 2007
J.D.
New York University 2003 — 2004
M.A., European Politics and Policy
New York University 1999 — 2003
B.A., European Studies, History
Schroders May 2012 - Present
Skills
Securities, Corporate Governance, Securities Regulation, Legal Writing, Joint Ventures, Corporate Law, Investments, Commercial Litigation, Private Equity, Due Diligence, Legal Research, International Law, Hedge Funds
Education
Fordham University School of Law 2004 — 2007
J.D.
New York University 2003 — 2004
M.A., European Politics and Policy
New York University 1999 — 2003
B.A., European Studies, History
Elisa Williams-Greenidge's Schroders Experience May 2004 - May 2006
Job Application Support Analyst at Sutherland, Asbill and Brennan
Industry Computer Software
Experience
Sutherland, Asbill and Brennan July 2006 - Present
Schroders May 2004 - May 2006
Skills
Databases, Document Management, Visio, Administration, Software Documentation, Database Administration, SharePoint, Windows Server, Citrix, Management, Microsoft Office, Technical Support, Active Directory, Legal Research, Windows 7
Education
London South Bank University 1993 — 1997
Bachelor’s Degree, Mechanical/Computer Aided Engineering, 2:1
Southbank University, London
Bachelor of Science B.Sc.(Hons), Computer Aided/Mechanical Engineering, Mechanical Engineering
Sutherland, Asbill and Brennan July 2006 - Present
Schroders May 2004 - May 2006
Skills
Databases, Document Management, Visio, Administration, Software Documentation, Database Administration, SharePoint, Windows Server, Citrix, Management, Microsoft Office, Technical Support, Active Directory, Legal Research, Windows 7
Education
London South Bank University 1993 — 1997
Bachelor’s Degree, Mechanical/Computer Aided Engineering, 2:1
Southbank University, London
Bachelor of Science B.Sc.(Hons), Computer Aided/Mechanical Engineering, Mechanical Engineering
Rick Bradt's Schroders Experience 1993 - 2000
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2012 - Present
CLSA April 2010 - April 2012
Pali Capital July 2008 - April 2010
Jefferies & Company November 2004 - April 2008
Schwab Soundview Capital Markets January 2000 - November 2004
Schroders 1993 - 2000
Skills
Investments, Securities, Series 63, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Cornell University 1979 — 1983
Bachelor of Arts, American Studies
Phillips Academy, Andover 1976 — 1979
Neuberger Berman April 2012 - Present
CLSA April 2010 - April 2012
Pali Capital July 2008 - April 2010
Jefferies & Company November 2004 - April 2008
Schwab Soundview Capital Markets January 2000 - November 2004
Schroders 1993 - 2000
Skills
Investments, Securities, Series 63, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Cornell University 1979 — 1983
Bachelor of Arts, American Studies
Phillips Academy, Andover 1976 — 1979
Nancy Yu's Schroders Experience 1998 - 1999
Job Experienced Research Analyst and Manager Healthcare Equities
Industry Investment Banking
Experience
ViaBay Capital March 2013 - February 2014
Concordia College 2012 - 2012
Morgan Stanley September 2007 - March 2009
Magnetar Capital 2006 - 2007
Morgan Stanley February 1999 - April 2006
Schroders 1998 - 1999
Coopers & Lybrand Consulting 1994 - 1997
Skills
Business Development, Competitive Analysis, Equity Research, Strategy, Financial Modeling, Analysis, Program Management, Management, Equities, CRM, Financial Markets, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, International Business
University of Michigan 1991 — 1994
MA, Chinese Studies
Duke University 1985 — 1989
ViaBay Capital March 2013 - February 2014
Concordia College 2012 - 2012
Morgan Stanley September 2007 - March 2009
Magnetar Capital 2006 - 2007
Morgan Stanley February 1999 - April 2006
Schroders 1998 - 1999
Coopers & Lybrand Consulting 1994 - 1997
Skills
Business Development, Competitive Analysis, Equity Research, Strategy, Financial Modeling, Analysis, Program Management, Management, Equities, CRM, Financial Markets, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, International Business
University of Michigan 1991 — 1994
MA, Chinese Studies
Duke University 1985 — 1989
Cynthia Gagen's Schroders Experience October 1995 - July 1999
Job Independent Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
Arthritis Foundation May 2003 - Present
TPF&L September 1999 - June 2002
Schroders October 1995 - July 1999
Skills
Teaching, Fitness, Social Networking, Research, Social Media Marketing, Customer Service, Public Speaking, Social Media, Coaching, Leadership, Editing
Education
City University of NY Graduate Center 1974 — 1977
Certificate, Information Science
Columbia University in the City of New York 1961 — 1967
BS English; MLS LIbrary Science
Arthritis Foundation May 2003 - Present
TPF&L September 1999 - June 2002
Schroders October 1995 - July 1999
Skills
Teaching, Fitness, Social Networking, Research, Social Media Marketing, Customer Service, Public Speaking, Social Media, Coaching, Leadership, Editing
Education
City University of NY Graduate Center 1974 — 1977
Certificate, Information Science
Columbia University in the City of New York 1961 — 1967
BS English; MLS LIbrary Science
Jon Ferguson's Schroders Experience July 1997 - February 1999
Job Partner at FIC Capital
Industry Investment Management
Experience
FIC Capital, Inc. July 2002 - Present
Merrill Lynch July 2000 - November 2001
Credit Suisse First Boston May 1999 - September 1999
Schroders July 1997 - February 1999
NatWest Securities, Inc. September 1996 - July 1997
Value Line August 1995 - September 1996
Skills
Alternative Investments, Investments, Valuation, Equity Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA w/ Honors, Finance
State University of New York at Binghamton 1991 — 1995
BS/BA, Economics & Mathematics
FIC Capital, Inc. July 2002 - Present
Merrill Lynch July 2000 - November 2001
Credit Suisse First Boston May 1999 - September 1999
Schroders July 1997 - February 1999
NatWest Securities, Inc. September 1996 - July 1997
Value Line August 1995 - September 1996
Skills
Alternative Investments, Investments, Valuation, Equity Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA w/ Honors, Finance
State University of New York at Binghamton 1991 — 1995
BS/BA, Economics & Mathematics
Ashbel Williams's Schroders Experience June 1996 - September 1999
Job Executive Director & CIO, Florida SBA
Industry Investment Management
Experience
Florida State Board of Administration October 2008 - Present
Fir Tree Partners November 1999 - October 2008
Schroders June 1996 - September 1999
Florida State Board of Administration November 1991 - May 1996
Skills
Hedge Funds, Asset Managment, Alternative Investments, Equities, Fixed Income, Investments, Private Equity, Portfolio Management, Mutual Funds, Asset Management, Equity Research, Bloomberg, Asset Allocation, Investment Management, Financial Risk, Due Diligence, Investment Strategies, Valuation, Derivatives, Investment Banking, Bonds, Capital Markets, Securities, Series 7, Emerging Markets, Venture Capital, Funding, Equity Derivatives, Financial Modeling, Investor Relations, Structured Products, Financial Markets, Quantitative Finance, Market Risk, Options, Fund Of Funds, Quantitative Analytics, Financial Structuring, Trading, Commodity, Investment Advisory, Electronic Trading, Structured Finance, Credit Derivatives, FX Options, Trading Systems, Trading Strategies, Risk Management, Corporate Finance, Series 63
Education
Florida State University 1974 — 1978
BS, MBA
University of Pennsylvania - The Wharton School, Harvard - Kennedy School of Government
Florida State Board of Administration October 2008 - Present
Fir Tree Partners November 1999 - October 2008
Schroders June 1996 - September 1999
Florida State Board of Administration November 1991 - May 1996
Skills
Hedge Funds, Asset Managment, Alternative Investments, Equities, Fixed Income, Investments, Private Equity, Portfolio Management, Mutual Funds, Asset Management, Equity Research, Bloomberg, Asset Allocation, Investment Management, Financial Risk, Due Diligence, Investment Strategies, Valuation, Derivatives, Investment Banking, Bonds, Capital Markets, Securities, Series 7, Emerging Markets, Venture Capital, Funding, Equity Derivatives, Financial Modeling, Investor Relations, Structured Products, Financial Markets, Quantitative Finance, Market Risk, Options, Fund Of Funds, Quantitative Analytics, Financial Structuring, Trading, Commodity, Investment Advisory, Electronic Trading, Structured Finance, Credit Derivatives, FX Options, Trading Systems, Trading Strategies, Risk Management, Corporate Finance, Series 63
Education
Florida State University 1974 — 1978
BS, MBA
University of Pennsylvania - The Wharton School, Harvard - Kennedy School of Government
Cheryl Cohen's Schroders Experience September 1995 - August 1998
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Bank of New York Mellon December 2008 - March 2014
Boston Financial Data Services 2003 - December 2008
State Street 2003 - 2007
ING Furman Selz 1998 - 2003
ING Investment Management 1998 - 2002
Schroders September 1995 - August 1998
Goldman Sachs Asset Management January 1990 - September 1995
Skills
ETFs, Management, Client Services, Mutual Funds, Securities, Financial Services, Equities, Fixed Income, Asset Management, Portfolio Management, Investments, Risk Management, Capital Markets, Hedge Funds, Series 7
Education
Baruch College, City University of New York (CUNY)
BBA, Public Administration
Pace University - Lubin School of Business
MS, Investment Management
J.P. Morgan April 2014 - Present
Bank of New York Mellon December 2008 - March 2014
Boston Financial Data Services 2003 - December 2008
State Street 2003 - 2007
ING Furman Selz 1998 - 2003
ING Investment Management 1998 - 2002
Schroders September 1995 - August 1998
Goldman Sachs Asset Management January 1990 - September 1995
Skills
ETFs, Management, Client Services, Mutual Funds, Securities, Financial Services, Equities, Fixed Income, Asset Management, Portfolio Management, Investments, Risk Management, Capital Markets, Hedge Funds, Series 7
Education
Baruch College, City University of New York (CUNY)
BBA, Public Administration
Pace University - Lubin School of Business
MS, Investment Management
Lauren Messmore's Schroders Experience September 1994 - February 1997
Job Corporate Strategy, Blue Hills Bank
Industry Banking
Experience
Blue Hills Bank July 2011 - Present
360 Corporate September 2002 - October 2009
Schroders / Schroder Salomon Smith Barney / Citigroup March 1997 - June 2002
Schroders September 1994 - February 1997
Wertheim Schroder & Co. Incorporated July 1992 - August 1994
Skills
Private Equity, Investments, Investment Banking, Valuation, Corporate Finance, Risk Management, Equities, Financial Modeling, M&A experience, Capital Markets, Mergers & Acquisitions, LBO, Start-ups, Banking, Corporate Development, Financial Services, Strategic Financial..., Venture Capital
Education
Harvard University 1988 — 1992
BA, Economics
Loomis Chaffee 1984 — 1988
Blue Hills Bank July 2011 - Present
360 Corporate September 2002 - October 2009
Schroders / Schroder Salomon Smith Barney / Citigroup March 1997 - June 2002
Schroders September 1994 - February 1997
Wertheim Schroder & Co. Incorporated July 1992 - August 1994
Skills
Private Equity, Investments, Investment Banking, Valuation, Corporate Finance, Risk Management, Equities, Financial Modeling, M&A experience, Capital Markets, Mergers & Acquisitions, LBO, Start-ups, Banking, Corporate Development, Financial Services, Strategic Financial..., Venture Capital
Education
Harvard University 1988 — 1992
BA, Economics
Loomis Chaffee 1984 — 1988
Tracey Mendoza's Schroders Experience September 1998 - May 1999
Job Analyst Event and Roadshow Coordinator at Barclays Investment Bank
Industry Events Services
Experience
Barclays Investment Bank July 2010 - Present
Nexus Trading Networks October 2008 - July 2010
Citi April 2003 - August 2007
Thomas Weisel Partners November 2002 - April 2003
Chilton Investment Company August 2002 - September 2002
J.P. Morgan May 1999 - July 2002
Schroders September 1998 - May 1999
Skills
Event Management, Marketing, Event Planning
Education
Katharine Gibbs School 1997 — 1998
Barclays Investment Bank July 2010 - Present
Nexus Trading Networks October 2008 - July 2010
Citi April 2003 - August 2007
Thomas Weisel Partners November 2002 - April 2003
Chilton Investment Company August 2002 - September 2002
J.P. Morgan May 1999 - July 2002
Schroders September 1998 - May 1999
Skills
Event Management, Marketing, Event Planning
Education
Katharine Gibbs School 1997 — 1998
Ruslana Elman's Schroders Experience August 1994 - April 1997
Job Founder at Fit Schedule Inc.
Industry Information Technology and Services
Experience
Fit Schedule Inc. January 2012 - Present
Deductive Systems Inc. 1995 - Present
Schroders August 1994 - April 1997
Americorp February 1993 - July 1994
PaineWebber March 1989 - January 1993
Oppenheimer & Co. July 1988 - March 1989
Education
Baruch College, City University of New York (CUNY)
Fit Schedule Inc. January 2012 - Present
Deductive Systems Inc. 1995 - Present
Schroders August 1994 - April 1997
Americorp February 1993 - July 1994
PaineWebber March 1989 - January 1993
Oppenheimer & Co. July 1988 - March 1989
Education
Baruch College, City University of New York (CUNY)
Sabrina McKee's Schroders Experience 1999 - 2000
Job Managing Director, CoHead of Equity Capital Markets at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group April 2015 - Present
CRT Capital Group October 2014 - April 2015
Guggenheim Securities, LLC 2011 - October 2014
Morgan Stanley 2010 - 2010
Two Sigma Investments 2007 - 2010
UBS 2000 - 2007
UBS Investment Bank/PaineWebber Incorporated 2000 - 2007
Schroders 1999 - 2000
Tucker Anthony 1991 - 1998
Skills
Hedge Funds, Capital Markets, Equities, Series 7, Equity Research, Valuation, Trading Systems, Alternative Investments, Investments, Securities, Asset Management, Mutual Funds, Portfolio Management, Series 63, Fixed Income, Emerging Markets, Electronic Trading, Private Equity, Investment Banking, Trading
Education
Hobart and William Smith Colleges 1985 — 1989
BA, English
CRT Capital Group April 2015 - Present
CRT Capital Group October 2014 - April 2015
Guggenheim Securities, LLC 2011 - October 2014
Morgan Stanley 2010 - 2010
Two Sigma Investments 2007 - 2010
UBS 2000 - 2007
UBS Investment Bank/PaineWebber Incorporated 2000 - 2007
Schroders 1999 - 2000
Tucker Anthony 1991 - 1998
Skills
Hedge Funds, Capital Markets, Equities, Series 7, Equity Research, Valuation, Trading Systems, Alternative Investments, Investments, Securities, Asset Management, Mutual Funds, Portfolio Management, Series 63, Fixed Income, Emerging Markets, Electronic Trading, Private Equity, Investment Banking, Trading
Education
Hobart and William Smith Colleges 1985 — 1989
BA, English
James A. Figg III's Schroders Experience 1982 - 1996
Job Vice President Marketing and Client Development at Papamarkou Wellner Asset Management, Inc.
Industry Investment Management
Experience
Papamarkou Wellner Asset Management, Inc. February 2012 - Present
Brown Harris Stevens SELECT December 2007 - February 2009
Elad Properties 2006 - 2007
Corcoran Sunshine Marketing Group 2005 - 2006
Stribling & Associates 2002 - 2005
Mellon Financial - Mellon Private Asset Management (MPAM) 1999 - 2002
Rockefeller & Co., Inc. 1996 - 1999
Schroders 1982 - 1996
Skills
Asset Managment, Investments, New Business Development, Marketing Strategy, Negotiation, Marketing, Sales, Contract Negotiation, Real Estate Development, Business Development, Luxury, Strategic Planning, Private Equity, Hedge Funds, Financial Analysis, Alternative Investments, Real Estate Transactions, Entrepreneurship, Budgets, Business Strategy
Education
Lake Forest College 1972 — 1976
Bachelor of Arts (BA)
The Hotchkiss School 1970 — 1972
High School
Episcopal High School 1968 — 1970
Princeton Country Day School 1964 — 1968
Papamarkou Wellner Asset Management, Inc. February 2012 - Present
Brown Harris Stevens SELECT December 2007 - February 2009
Elad Properties 2006 - 2007
Corcoran Sunshine Marketing Group 2005 - 2006
Stribling & Associates 2002 - 2005
Mellon Financial - Mellon Private Asset Management (MPAM) 1999 - 2002
Rockefeller & Co., Inc. 1996 - 1999
Schroders 1982 - 1996
Skills
Asset Managment, Investments, New Business Development, Marketing Strategy, Negotiation, Marketing, Sales, Contract Negotiation, Real Estate Development, Business Development, Luxury, Strategic Planning, Private Equity, Hedge Funds, Financial Analysis, Alternative Investments, Real Estate Transactions, Entrepreneurship, Budgets, Business Strategy
Education
Lake Forest College 1972 — 1976
Bachelor of Arts (BA)
The Hotchkiss School 1970 — 1972
High School
Episcopal High School 1968 — 1970
Princeton Country Day School 1964 — 1968
John McAuley's Schroders Experience 1998 - 2000
Job
Industry Investment Banking
Experience
Citigroup Global Markets Inc. February 2000 - Present
Schroders 1998 - 2000
TD Securities 1993 - 1996
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA
Tufts University 1989 — 1993
BS, Economics and Psychology
Citigroup Global Markets Inc. February 2000 - Present
Schroders 1998 - 2000
TD Securities 1993 - 1996
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA
Tufts University 1989 — 1993
BS, Economics and Psychology
Debbie Kravetz's Schroders Experience October 1995 - November 1998
Job CFO at Harvest Partners
Industry Financial Services
Experience
Harvest Partners November 1998 - Present
Schroders October 1995 - November 1998
Education
Hofstra University 1988 — 1992
BBA, accounting
Harvest Partners November 1998 - Present
Schroders October 1995 - November 1998
Education
Hofstra University 1988 — 1992
BBA, accounting
Heather Hackett, CFA, CAIA's Schroders Experience July 1996 - January 1998
Job VP, Asset Allocation at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management August 2013 - October 2014
ING Investment Management Americas 2005 - October 2014
ING Investment Management July 2005 - August 2013
Smith Barney January 1998 - July 2005
Schroders July 1996 - January 1998
Skills
Portfolio Management, Asset Management, Fixed Income, Asset Allocation, Alternative Investments, Equities, Hedge Funds, Investment Management, Bloomberg, Mutual Funds, Investment Strategies, Investments
Education
IE Business School 2014 — 2015
Global Masters in Finance, Finance
State University of New York
BS, Business Economics
Voya Investment Management August 2013 - October 2014
ING Investment Management Americas 2005 - October 2014
ING Investment Management July 2005 - August 2013
Smith Barney January 1998 - July 2005
Schroders July 1996 - January 1998
Skills
Portfolio Management, Asset Management, Fixed Income, Asset Allocation, Alternative Investments, Equities, Hedge Funds, Investment Management, Bloomberg, Mutual Funds, Investment Strategies, Investments
Education
IE Business School 2014 — 2015
Global Masters in Finance, Finance
State University of New York
BS, Business Economics
Tom Cha's Schroders Experience November 2003 - Present
Job Analyst
Industry Investment Management
Experience
Schroders November 2003 - Present
Schroders 2003 - Present
New York University Stern School of Business January 2002 - Present
ABN AMRO February 2000 - December 2002
Skills
Private Equity, Investments, Financial Modeling, Investment Banking, Valuation
Education
CFA Institute 1998 — 2000
CFA
Boston University 1990 — 1994
BA, Economics
Schroders November 2003 - Present
Schroders 2003 - Present
New York University Stern School of Business January 2002 - Present
ABN AMRO February 2000 - December 2002
Skills
Private Equity, Investments, Financial Modeling, Investment Banking, Valuation
Education
CFA Institute 1998 — 2000
CFA
Boston University 1990 — 1994
BA, Economics
Eduard Ekel's Schroders Experience 1982 - 1985
Job Senior Director, Finance at Globecomm Systems Inc.
Industry Financial Services
Experience
Globecomm Systems Inc. October 2009 - March 2014
Comerica Bank 2005 - 2007
Siemens Financial Services, Inc. 1995 - 2002
Siemens AG 1990 - 1994
First Chicago National Bank 1988 - 1990
DnC Leasing International 1985 - 1988
Schroders 1982 - 1985
Skills
Credit Analysis, Marketing of financial..., Trade Finance, Business Planning, Financial Services, Loans, Portfolio Management, Banking, Commercial Banking, Business Development, Risk Management, Lines Of Credit, Credit, Mergers & Acquisitions, Loan Origination, Corporate Finance, Financial Reporting
Education
Columbia University - Columbia Business School 1980 — 1982
Master of Business Administration (MBA), Finance and accounting
Erasmus Universiteit Rotterdam / Erasmus University Rotterdam 1977 — 1979
Bachelor's degree, Business/Managerial Economics
Globecomm Systems Inc. October 2009 - March 2014
Comerica Bank 2005 - 2007
Siemens Financial Services, Inc. 1995 - 2002
Siemens AG 1990 - 1994
First Chicago National Bank 1988 - 1990
DnC Leasing International 1985 - 1988
Schroders 1982 - 1985
Skills
Credit Analysis, Marketing of financial..., Trade Finance, Business Planning, Financial Services, Loans, Portfolio Management, Banking, Commercial Banking, Business Development, Risk Management, Lines Of Credit, Credit, Mergers & Acquisitions, Loan Origination, Corporate Finance, Financial Reporting
Education
Columbia University - Columbia Business School 1980 — 1982
Master of Business Administration (MBA), Finance and accounting
Erasmus Universiteit Rotterdam / Erasmus University Rotterdam 1977 — 1979
Bachelor's degree, Business/Managerial Economics
Biff Miller, CFA's Schroders Experience March 2007 - Present
Job Consultant Relations Director
Industry Financial Services
Experience
Schroders March 2007 - Present
US Trust March 2004 - March 2007
MFS Investment Management June 1996 - January 2004
Education
St. Lawrence University 1986 — 1990
Bachelor's degree
Babson College 1993 — 1995
Master of Business Administration (MBA)
Schroders March 2007 - Present
US Trust March 2004 - March 2007
MFS Investment Management June 1996 - January 2004
Education
St. Lawrence University 1986 — 1990
Bachelor's degree
Babson College 1993 — 1995
Master of Business Administration (MBA)
Roger Smith's Schroders Experience August 1999 - March 2000
Job Director of Investor Relations at Hoplite Capital
Industry Financial Services
Experience
Hoplite Capital Management June 2008 - Present
Deutsche Bank March 2000 - June 2008
Schroders August 1999 - March 2000
Bankers Trust June 1994 - June 1997
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Bloomberg, Financial Modeling, Investor Relations, Corporate Development, Institutional..., Capital Markets, Asset Management, Fund Of Funds, Financial Markets, Corporate Finance, Investment Banking, Equity Valuation, Emerging Markets, Private Equity, Equity Research, Investment Management, Series 7, Fixed Income, Investment Strategies, Securities, Mutual Funds, Series 63, Venture Capital, Asset Allocation, Valuation, Portfolio Management, Derivatives, Trading, Options
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Union College 1990 — 1994
BA, Economics
Hoplite Capital Management June 2008 - Present
Deutsche Bank March 2000 - June 2008
Schroders August 1999 - March 2000
Bankers Trust June 1994 - June 1997
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Bloomberg, Financial Modeling, Investor Relations, Corporate Development, Institutional..., Capital Markets, Asset Management, Fund Of Funds, Financial Markets, Corporate Finance, Investment Banking, Equity Valuation, Emerging Markets, Private Equity, Equity Research, Investment Management, Series 7, Fixed Income, Investment Strategies, Securities, Mutual Funds, Series 63, Venture Capital, Asset Allocation, Valuation, Portfolio Management, Derivatives, Trading, Options
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Union College 1990 — 1994
BA, Economics
Frank Levatino's Schroders Experience 1990 - 1997
Job Seasoned Business Information / Knowledge Management / Market Data / Research / Middle Office Professional
Industry Information Services
Experience
News America Marketing July 2012 - Present
AIG Financial Products March 1999 - August 2011
GE Capital 1997 - 1999
Schroders 1990 - 1997
Lehman Brothers 1988 - 1990
Citicorp Real Estate, Inc. 1985 - 1988
Skills
Bespoke Research, Qualitative Research, Competitive Intelligence, Legal Research, Financial Research, Regulatory / Credit /..., Market Data Management, Market Data Vendor..., Sourcing, AML, KYC, Market Research, Six Sigma, Green Belt, Process Improvement, Data Validation, Asset Pricing Validation, Master Data Validation, Records Management, Research Project..., Process Management, Project Management, Market Data, Research, Vendor Management
Education
City University of New York
Business Administration
News America Marketing July 2012 - Present
AIG Financial Products March 1999 - August 2011
GE Capital 1997 - 1999
Schroders 1990 - 1997
Lehman Brothers 1988 - 1990
Citicorp Real Estate, Inc. 1985 - 1988
Skills
Bespoke Research, Qualitative Research, Competitive Intelligence, Legal Research, Financial Research, Regulatory / Credit /..., Market Data Management, Market Data Vendor..., Sourcing, AML, KYC, Market Research, Six Sigma, Green Belt, Process Improvement, Data Validation, Asset Pricing Validation, Master Data Validation, Records Management, Research Project..., Process Management, Project Management, Market Data, Research, Vendor Management
Education
City University of New York
Business Administration
Alan Straus's Schroders Experience January 2012 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Schroders January 2012 - Present
Schroders January 2012 - September 2013
Center Bancorp January 2010 - May 2012
Omega Advisors June 2009 - December 2011
Ahab Capital 2007 - 2008
Lord Abbett September 2002 - September 2007
Merrill Lynch Investment Managers 1997 - 2002
Merrill Lynch / BlackRock 1997 - 2002
Merrill Lynch 1997 - 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Asset Management, Hedge Funds, Private Equity, Series 7, Investment Management, Securities, Fixed Income, Alternative Investments, Financial Risk, Derivatives, Investment Strategies, Valuation, Equity Valuation, Trading, Asset Allocation, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Mutual Funds, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Finance
Cornell University
BS, Industrial and Labor Relations
Schroders January 2012 - Present
Schroders January 2012 - September 2013
Center Bancorp January 2010 - May 2012
Omega Advisors June 2009 - December 2011
Ahab Capital 2007 - 2008
Lord Abbett September 2002 - September 2007
Merrill Lynch Investment Managers 1997 - 2002
Merrill Lynch / BlackRock 1997 - 2002
Merrill Lynch 1997 - 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Asset Management, Hedge Funds, Private Equity, Series 7, Investment Management, Securities, Fixed Income, Alternative Investments, Financial Risk, Derivatives, Investment Strategies, Valuation, Equity Valuation, Trading, Asset Allocation, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Mutual Funds, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Finance
Cornell University
BS, Industrial and Labor Relations
Allison Kahn's Schroders Experience September 1998 - April 2000
Job Chief Administrative Officer at Kardol Quality Products
Industry Automotive
Experience
Kardol Quality Products January 2010 - Present
Charles Schwab 2000 - 2006
Schroders September 1998 - April 2000
JP Morgan 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Alternative Investments, Equities
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Kardol Quality Products January 2010 - Present
Charles Schwab 2000 - 2006
Schroders September 1998 - April 2000
JP Morgan 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Alternative Investments, Equities
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Heather Cundey's Schroders Experience 1991 - 1993
Job Editor at The Scout Guide
Industry Marketing and Advertising
Experience
The Scout Guide, Northern New Jersey January 2014 - Present
Heather Cundey Interiors May 2000 - Present
BEA Associates / Credit Suisse 1995 - 1997
Citigate Dewe Rogerson 1992 - 1995
Schroders 1991 - 1993
Skills
Microsoft Office, Project Management, Microsoft Excel, Space planning, Furniture, Social Media, Art, Microsoft Word, New Business Development, Event Planning, Marketing Communications, Contract Negotiation, Budgets, Negotiation, Public Relations, Social Media Marketing, Press Releases, Management, Leadership
Education
Cornell University
BS, Business Management & Applied Economics
Cornell University
The Scout Guide, Northern New Jersey January 2014 - Present
Heather Cundey Interiors May 2000 - Present
BEA Associates / Credit Suisse 1995 - 1997
Citigate Dewe Rogerson 1992 - 1995
Schroders 1991 - 1993
Skills
Microsoft Office, Project Management, Microsoft Excel, Space planning, Furniture, Social Media, Art, Microsoft Word, New Business Development, Event Planning, Marketing Communications, Contract Negotiation, Budgets, Negotiation, Public Relations, Social Media Marketing, Press Releases, Management, Leadership
Education
Cornell University
BS, Business Management & Applied Economics
Cornell University
Bob Savino's Schroders Experience January 1970 - January 1980
Job Financial Services
Industry Financial Services
Experience
ING Financial Services January 1995 - February 2001
Nederladsche Middenstandsbank- New York January 1981 - January 1995
Westpac January 1980 - January 1981
Schroders January 1970 - January 1980
Skills
Capital Markets, Portfolio Management, Derivatives, Options, Banking, Bonds, Currency, Emerging Markets, Financial Risk, Foreign Exchange, Financial Services, Hedging, Money Market, Mutual Funds
Education
Fordham University 1969 — 1973
B.S., Business Administration, Finance, Economics
ING Financial Services January 1995 - February 2001
Nederladsche Middenstandsbank- New York January 1981 - January 1995
Westpac January 1980 - January 1981
Schroders January 1970 - January 1980
Skills
Capital Markets, Portfolio Management, Derivatives, Options, Banking, Bonds, Currency, Emerging Markets, Financial Risk, Foreign Exchange, Financial Services, Hedging, Money Market, Mutual Funds
Education
Fordham University 1969 — 1973
B.S., Business Administration, Finance, Economics
Art Bellis's Schroders Experience 1994 - 1997
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2008 - Present
Citi 1997 - 2008
Schroders 1994 - 1997
Skills
Series 7, Equities, Fixed Income, Investments, Wealth Management, Equity Derivatives, Structured Products, Options Strategies, Series 24, Risk Management, Marketing Communications, Project Management, Product Development, Committees, Financial Risk, FINRA, Financial Structuring
Education
Boston University
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Boston University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Morgan Stanley October 2008 - Present
Citi 1997 - 2008
Schroders 1994 - 1997
Skills
Series 7, Equities, Fixed Income, Investments, Wealth Management, Equity Derivatives, Structured Products, Options Strategies, Series 24, Risk Management, Marketing Communications, Project Management, Product Development, Committees, Financial Risk, FINRA, Financial Structuring
Education
Boston University
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Boston University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Mercedes Schoppik's Schroders Experience 2003 - 2009
Job Head of Institutional Sales at JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan April 2009 - Present
Schroders 2003 - 2009
Schroders Investment Management 2003 - 2008
INVESCO June 2000 - November 2003
BAWAG 1998 - 2000
Skills
Asset Management, Alternative Investments, Financial Markets, Hedge Funds, Fixed Income
Education
Donau-Universität Krems
MBA, Entrepreneurship CEE and Finance
Horn
JPMorgan April 2009 - Present
Schroders 2003 - 2009
Schroders Investment Management 2003 - 2008
INVESCO June 2000 - November 2003
BAWAG 1998 - 2000
Skills
Asset Management, Alternative Investments, Financial Markets, Hedge Funds, Fixed Income
Education
Donau-Universität Krems
MBA, Entrepreneurship CEE and Finance
Horn
John Guster's Schroders Experience 1993 - 2000
Job Institutional Equity Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2005 - Present
Credit Suisse First Boston 2000 - 2005
Schroders 1993 - 2000
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Finance
Indiana University Bloomington 1979 — 1983
B.S., Actuarial Science
Bank of America Merrill Lynch February 2005 - Present
Credit Suisse First Boston 2000 - 2005
Schroders 1993 - 2000
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Finance
Indiana University Bloomington 1979 — 1983
B.S., Actuarial Science
Mali Lipscher's Schroders Experience 1998 - 2000
Job
Industry Financial Services
Experience
Citadel Investment Group December 2008 - January 2012
BBDO September 2006 - October 2008
Saranac Capital December 2003 - February 2006
CGEY 2000 - 2003
Schroders 1998 - 2000
Christies 1996 - 1998
Washington Square Institute May 1995 - October 1996
Bankers Trust June 1993 - February 1994
Colson Services 1988 - 1993
Skills
Forecasting, Operating Budgets, Marketing Strategy, Market Research, Financial Reporting, Project Management, Operations Management, M&A experience, Business Development, New Business Development, Business Analysis, Compliance, Surveillance, Disaster Recovery, Strategic Planning, Customer Service, Facilities Management, Facilities Operations, Office Management, Office Administration, Finance, Organizational..., Risk Management, Management, Leadership, Analysis, Executive Management, Strategy
Education
NYU
Seminar
NYU
Seminar
Project Management Institute
City University of New York-Baruch College
BBA
John Dewey HS
Regents Diploma
Citadel Investment Group December 2008 - January 2012
BBDO September 2006 - October 2008
Saranac Capital December 2003 - February 2006
CGEY 2000 - 2003
Schroders 1998 - 2000
Christies 1996 - 1998
Washington Square Institute May 1995 - October 1996
Bankers Trust June 1993 - February 1994
Colson Services 1988 - 1993
Skills
Forecasting, Operating Budgets, Marketing Strategy, Market Research, Financial Reporting, Project Management, Operations Management, M&A experience, Business Development, New Business Development, Business Analysis, Compliance, Surveillance, Disaster Recovery, Strategic Planning, Customer Service, Facilities Management, Facilities Operations, Office Management, Office Administration, Finance, Organizational..., Risk Management, Management, Leadership, Analysis, Executive Management, Strategy
Education
NYU
Seminar
NYU
Seminar
Project Management Institute
City University of New York-Baruch College
BBA
John Dewey HS
Regents Diploma
Keith Maher's Schroders Experience July 2013 - Present
Job Portfolio Manager, Healthcare Equities
Industry Investment Management
Experience
Schroders July 2013 - Present
Repertoire Asset Mngmnt, LLC; Repertoire Capital Partners, LP April 2012 - June 2013
Omega Advisors March 2009 - April 2012
Gracie Capital July 2007 - January 2009
Valesco Capital Management April 2005 - July 2007
Robeco-Weiss Peck & Greer January 2002 - April 2005
Lehman Brothers June 2000 - January 2002
Skills
Equities, Risk Management, Investments, Hedge Funds, Portfolio Management, Financial Modeling, Due Diligence, Financial Analysis, Private Equity, Valuation, Debt, Venture Capital, Industry Analysis, Healthcare, Asset Management, Capital, Strategic Planning, Business Strategy, Private Placements, Research, Trading, Forecasting, Capital Markets, Alternative Investments, Negotiation, Accounting, Financial Reporting, Investor Relations, Equity Research, Business Analysis, Start-ups, Investment Strategies, Financial Planning, Competitive Analysis, Securities, Options, Entrepreneurship, Corporate Finance, Investment Banking, Mergers, Emerging Markets, Corporate Development, New Business Development, Healthcare Management, Medical Devices, Medical, Biotechnology, Hospitals, Managed Care, Equity Funding
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Accounting and Finance
Mount Sinai School of Medicine of New York University 1996 — 1999
Medicine, Internal Medicine
Schroders July 2013 - Present
Repertoire Asset Mngmnt, LLC; Repertoire Capital Partners, LP April 2012 - June 2013
Omega Advisors March 2009 - April 2012
Gracie Capital July 2007 - January 2009
Valesco Capital Management April 2005 - July 2007
Robeco-Weiss Peck & Greer January 2002 - April 2005
Lehman Brothers June 2000 - January 2002
Skills
Equities, Risk Management, Investments, Hedge Funds, Portfolio Management, Financial Modeling, Due Diligence, Financial Analysis, Private Equity, Valuation, Debt, Venture Capital, Industry Analysis, Healthcare, Asset Management, Capital, Strategic Planning, Business Strategy, Private Placements, Research, Trading, Forecasting, Capital Markets, Alternative Investments, Negotiation, Accounting, Financial Reporting, Investor Relations, Equity Research, Business Analysis, Start-ups, Investment Strategies, Financial Planning, Competitive Analysis, Securities, Options, Entrepreneurship, Corporate Finance, Investment Banking, Mergers, Emerging Markets, Corporate Development, New Business Development, Healthcare Management, Medical Devices, Medical, Biotechnology, Hospitals, Managed Care, Equity Funding
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Accounting and Finance
Mount Sinai School of Medicine of New York University 1996 — 1999
Medicine, Internal Medicine
Richard Waks's Schroders Experience January 1995 - January 2000
Job at B. Riley & Co., LLC
Industry Financial Services
Experience
B. Riley & Co., LLC January 2011 - Present
Heflin & Co., Llc April 2007 - December 2010
Imperial Capital April 2003 - December 2006
J.P. Morgan January 2000 - January 2003
Schroders January 1995 - January 2000
Kidder Peabody January 1990 - January 1995
Bernstein Investment Research and Management January 1985 - January 1990
Citibank 1983 - 1985
Andersen Consulting 1982 - 1983
Skills
Equities, Series 63, Series 7, Capital Markets, Strategic Planning, Trading, Investments, Equity Trading, Mergers & Acquisitions, Hedge Funds, Corporate Finance, New Business Development, Private Placements, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA, Statistics/Quant Analysis
University at Albany, SUNY 1977 — 1980
BBA, Management Science
Case Western Reserve University 1976 — 1977
Business
B. Riley & Co., LLC January 2011 - Present
Heflin & Co., Llc April 2007 - December 2010
Imperial Capital April 2003 - December 2006
J.P. Morgan January 2000 - January 2003
Schroders January 1995 - January 2000
Kidder Peabody January 1990 - January 1995
Bernstein Investment Research and Management January 1985 - January 1990
Citibank 1983 - 1985
Andersen Consulting 1982 - 1983
Skills
Equities, Series 63, Series 7, Capital Markets, Strategic Planning, Trading, Investments, Equity Trading, Mergers & Acquisitions, Hedge Funds, Corporate Finance, New Business Development, Private Placements, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA, Statistics/Quant Analysis
University at Albany, SUNY 1977 — 1980
BBA, Management Science
Case Western Reserve University 1976 — 1977
Business
Andrew Kligerman's Schroders Experience 1995 - 2000
Job Life Insurance Equity Research and Investing
Industry Research
Experience
UBS Investment Bank April 2003 - July 2012
Bear Stearns May 2000 - April 2003
Schroders 1995 - 2000
Kidder Peabody 1994 - 1994
Skandia America Re 1988 - 1993
Skills
Emerging Markets
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance and Marketing
Tulane University 1981 — 1985
BS, Biology
UBS Investment Bank April 2003 - July 2012
Bear Stearns May 2000 - April 2003
Schroders 1995 - 2000
Kidder Peabody 1994 - 1994
Skandia America Re 1988 - 1993
Skills
Emerging Markets
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance and Marketing
Tulane University 1981 — 1985
BS, Biology
Jennifer Ricketts's Schroders Experience November 2005 - February 2007
Job Director of Institutional Operations at Alpine Woods
Industry Financial Services
Experience
Alpine Woods February 2007 - Present
Schroders November 2005 - February 2007
Skills
Mutual Funds, Asset Allocation, Equities, Bloomberg, Investment Management, Fixed Income, Securities, Asset Management
Education
Mercy College 2006 — 2008
Master of Science, Securities
Lynchburg College 1989 — 1993
BA, Marketing
Rye High School
Alpine Woods February 2007 - Present
Schroders November 2005 - February 2007
Skills
Mutual Funds, Asset Allocation, Equities, Bloomberg, Investment Management, Fixed Income, Securities, Asset Management
Education
Mercy College 2006 — 2008
Master of Science, Securities
Lynchburg College 1989 — 1993
BA, Marketing
Rye High School
Janan Shelton, CFA's Schroders Experience May 2011 - April 2014
Job Portfolio Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management May 2014 - Present
Schroders May 2011 - April 2014
BlackRock July 2007 - May 2011
Merrill Lynch Investment Managers May 2005 - July 2007
Education
Bucknell University 2001 — 2005
BSBA, Management and Economics
Morgan Stanley Investment Management May 2014 - Present
Schroders May 2011 - April 2014
BlackRock July 2007 - May 2011
Merrill Lynch Investment Managers May 2005 - July 2007
Education
Bucknell University 2001 — 2005
BSBA, Management and Economics
Barry Tarasoff's Schroders Experience 1989 - 2000
Job Director of Research at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company Director of ResearchRobertson Stephens2000 - 2002
Schroders 1989 - 2000
Skills
Equity Research, Equities, Valuation
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, Finance
Duke University 1963 — 1967
BA, Mathematics
Cowen and Company Director of ResearchRobertson Stephens2000 - 2002
Schroders 1989 - 2000
Skills
Equity Research, Equities, Valuation
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, Finance
Duke University 1963 — 1967
BA, Mathematics
Erin Brenner's Schroders Experience June 2006 - February 2014
Job Financial Services, Asset Management
Industry Financial Services
Experience
Schroders June 2006 - February 2014
Legg Mason May 2005 - June 2006
Citigroup Asset Management March 2004 - May 2005
Inviva/Jefferson National June 2000 - May 2004
Medimetrix Consulting September 1997 - May 2000
Skills
Hedge Funds, Portfolio Management, Wealth Management, Mutual Funds, Investments, Asset Management, Alternative Investments, Investment Strategies, Asset Allocation, Management, Financial Services
Education
Colby College 1993 — 1997
Bachelor’s Degree, International Studies, French
Schroders June 2006 - February 2014
Legg Mason May 2005 - June 2006
Citigroup Asset Management March 2004 - May 2005
Inviva/Jefferson National June 2000 - May 2004
Medimetrix Consulting September 1997 - May 2000
Skills
Hedge Funds, Portfolio Management, Wealth Management, Mutual Funds, Investments, Asset Management, Alternative Investments, Investment Strategies, Asset Allocation, Management, Financial Services
Education
Colby College 1993 — 1997
Bachelor’s Degree, International Studies, French
Bora Sila's Schroders Experience June 1990 - June 2000
Job Managing Director, Head of Consumer & Retail M&A at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2011 - Present
UBS Investment Bank September 2009 - September 2011
Citi June 2000 - September 2009
Schroders June 1990 - June 2000
First Boston Corporation May 1989 - August 1989
Goldman Sachs June 1986 - June 1988
Skills
Investment Banking
Education
Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance and Real Estate Finance
University of Pennsylvania 1979 — 1983
Bachelor's degree, English Literature
Wells Fargo Securities September 2011 - Present
UBS Investment Bank September 2009 - September 2011
Citi June 2000 - September 2009
Schroders June 1990 - June 2000
First Boston Corporation May 1989 - August 1989
Goldman Sachs June 1986 - June 1988
Skills
Investment Banking
Education
Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance and Real Estate Finance
University of Pennsylvania 1979 — 1983
Bachelor's degree, English Literature
Isabel Goiri's Schroders Experience 1989 - 1997
Job Director, Corporate Risk Management at bbva
Industry Banking
Experience
BBVA April 2011 - Present
BBVA Compass January 2008 - April 2011
schroders 1989 - 1997
Education
Imperial College London 1988 — 1989
MSC, Business Administration
Imperial College London 1987 — 1988
Msc, Business Administration
BBVA April 2011 - Present
BBVA Compass January 2008 - April 2011
schroders 1989 - 1997
Education
Imperial College London 1988 — 1989
MSC, Business Administration
Imperial College London 1987 — 1988
Msc, Business Administration
Regina Grebb's Schroders Experience October 2000 - September 2003
Job Operations Analyst at Larch Lane Advisors LLC
Industry Investment Management
Experience
Larch Lane Advisors LLC August 2010 - Present
Clay Finlay September 2003 - May 2009
Schroders October 2000 - September 2003
Merrill Lynch Investment Managers September 1999 - September 2000
Morgan Stanley Investment Management September 1996 - September 1999
Skills
CRM
Education
Bloomsburg University of Pennsylvania 1985 — 1989
BS, Finance
Larch Lane Advisors LLC August 2010 - Present
Clay Finlay September 2003 - May 2009
Schroders October 2000 - September 2003
Merrill Lynch Investment Managers September 1999 - September 2000
Morgan Stanley Investment Management September 1996 - September 1999
Skills
CRM
Education
Bloomsburg University of Pennsylvania 1985 — 1989
BS, Finance
Ethan Buyon's Schroders Experience 1992 - 1998
Job Assistant Vice President and Senior Advisor at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York September 2011 - Present
Peter J. Solomon Company June 2009 - July 2011
CITI Global Markets 2008 - 2008
CRG Partners 2003 - 2008
TD Securities 1998 - 2002
Schroders 1992 - 1998
Education
Yale University - Yale School of Management 1976 — 1978
MPPM, Management
Boston University
AB, American History
Federal Reserve Bank of New York September 2011 - Present
Peter J. Solomon Company June 2009 - July 2011
CITI Global Markets 2008 - 2008
CRG Partners 2003 - 2008
TD Securities 1998 - 2002
Schroders 1992 - 1998
Education
Yale University - Yale School of Management 1976 — 1978
MPPM, Management
Boston University
AB, American History
S.G. Edersheim's Schroders Experience July 1990 - June 2000
Job Owner, Credit Renaissance Investments LLC
Industry Investment Management
Experience
Credit Renaissance Partners, llc June 2000 - July 2013
Schroder & Co. Inc July 1990 - June 2000
Schroders July 1990 - June 2000
New York Consulting Partners, llc November 1989 - November 1994
Drexel Burnham Lambert January 1983 - March 1990
LF Rothschild, Unterberg, Towbin April 1979 - December 1982
Skills
Trading, Restructuring, Investments, High Yield, Fixed Income, Asset Managment, Credit, Private Equity, Hedge Funds, Corporate Law, Alternative Investments, Mutual Funds, Capital Markets, Equities, Structured Products, Portfolio Management, Structured Finance, Investment Management, Asset Management, Venture Capital, Fund Of Funds, Emerging Markets, Risk Management, Securities, Valuation, Investment Banking, Financial Structuring, Investor Relations, Private Placements, Derivatives, Due Diligence, Bonds, Investment Strategies, Financial Risk, Equity Research
Education
Dickinson College 1971 — 1976
BA
Hackley School, 1971
Credit Renaissance Partners, llc June 2000 - July 2013
Schroder & Co. Inc July 1990 - June 2000
Schroders July 1990 - June 2000
New York Consulting Partners, llc November 1989 - November 1994
Drexel Burnham Lambert January 1983 - March 1990
LF Rothschild, Unterberg, Towbin April 1979 - December 1982
Skills
Trading, Restructuring, Investments, High Yield, Fixed Income, Asset Managment, Credit, Private Equity, Hedge Funds, Corporate Law, Alternative Investments, Mutual Funds, Capital Markets, Equities, Structured Products, Portfolio Management, Structured Finance, Investment Management, Asset Management, Venture Capital, Fund Of Funds, Emerging Markets, Risk Management, Securities, Valuation, Investment Banking, Financial Structuring, Investor Relations, Private Placements, Derivatives, Due Diligence, Bonds, Investment Strategies, Financial Risk, Equity Research
Education
Dickinson College 1971 — 1976
BA
Hackley School, 1971
Stephanie Filiault's Schroders Experience October 2014 - Present
Job Compliance Analyst at Schroders, MBA
Industry Investment Management
Experience
Schroders October 2014 - Present
First Investors July 2012 - October 2014
Hofstra University August 2008 - July 2012
Skills
Research, PowerPoint, Microsoft Word, Microsoft Excel, Lexis, Legal Compliance, Analysis, Editing, Financial Analysis, Public Speaking, English, Microsoft Office, Legal Writing, Legal Research
Education
Hofstra University 2009 — 2011
Masters in Business Administration, Finance
Hofstra University
Bachelor of Arts, History, English
Schroders October 2014 - Present
First Investors July 2012 - October 2014
Hofstra University August 2008 - July 2012
Skills
Research, PowerPoint, Microsoft Word, Microsoft Excel, Lexis, Legal Compliance, Analysis, Editing, Financial Analysis, Public Speaking, English, Microsoft Office, Legal Writing, Legal Research
Education
Hofstra University 2009 — 2011
Masters in Business Administration, Finance
Hofstra University
Bachelor of Arts, History, English
Christopher Lue's Schroders Experience July 2012 - Present
Job Head of HR North America at Schroders
Industry Human Resources
Experience
Schroders July 2012 - Present
UBS 1998 - July 2012
UBS Wealth Management 2006 - 2009
UBS Wealth Management 2003 - 2006
UBS 1999 - 2003
UBS Investment Bank 1998 - 1999
JP Morgan 1988 - 1998
Education
Colgate University 1984 — 1988
Schroders July 2012 - Present
UBS 1998 - July 2012
UBS Wealth Management 2006 - 2009
UBS Wealth Management 2003 - 2006
UBS 1999 - 2003
UBS Investment Bank 1998 - 1999
JP Morgan 1988 - 1998
Education
Colgate University 1984 — 1988
Ben Growden's Schroders Experience March 2007 - December 2009
Job Director Finance Business Transformation
Industry Financial Services
Experience
HSBC December 2014 - Present
Barclays June 2010 - December 2014
Reed Exhibitions April 2009 - June 2010
Schroders March 2007 - December 2009
Santander Bank, N.A. April 2006 - March 2007
Barclays September 2004 - April 2006
GE October 2001 - September 2004
Deloitte Australia December 1998 - August 2000
Skills
Project Management, Program Management, Business Process..., Business Integration, Strategic Planning, Business Process..., Portfolio Management, Change Management, Acquisition Integration, Negotiation, Financial Analysis, Financial Reporting, Strategic Financial..., Investment Banking, Asset Management, Retail Banking, Mergers & Acquisitions, Business Analysis, Stakeholder Management, Stakeholder Engagement, Senior Stakeholder..., Finance Consulting, Financial Modeling, Fixed Income, Financial Forecasting, Presentations
Education
Institute of Chartered Accountants in Australia
Curtin University
Bachelor's Degree, Accounting and Finance
HSBC December 2014 - Present
Barclays June 2010 - December 2014
Reed Exhibitions April 2009 - June 2010
Schroders March 2007 - December 2009
Santander Bank, N.A. April 2006 - March 2007
Barclays September 2004 - April 2006
GE October 2001 - September 2004
Deloitte Australia December 1998 - August 2000
Skills
Project Management, Program Management, Business Process..., Business Integration, Strategic Planning, Business Process..., Portfolio Management, Change Management, Acquisition Integration, Negotiation, Financial Analysis, Financial Reporting, Strategic Financial..., Investment Banking, Asset Management, Retail Banking, Mergers & Acquisitions, Business Analysis, Stakeholder Management, Stakeholder Engagement, Senior Stakeholder..., Finance Consulting, Financial Modeling, Fixed Income, Financial Forecasting, Presentations
Education
Institute of Chartered Accountants in Australia
Curtin University
Bachelor's Degree, Accounting and Finance
David Kenny's Schroders Experience January 1998 - September 2001
Job Global Head of Operational Risk at State Street Global Markets and State Street Global Exchange
Industry Financial Services
Experience
State Street Global Markets June 2012 - Present
State Street Global Markets October 2011 - June 2012
State Street June 2004 - September 2011
State Street Investment Manager Solutions September 2001 - June 2004
Schroders January 1998 - September 2001
NatWest Bank 1995 - 1998
Skills
Operational Risk, Basel II, Asset Management, Risk Management, Compliance, Enterprise Risk..., Equity Trading, Securities Lending, FX trading, Stress Testing, Scenario Analysis, Reporting & Analysis, Securities, Financial Risk, Operational Risk..., Governance
Education
Griffith College Dublin 1992 — 1996
Fellow of the Chartered Association of Certified Accountants (FCCA), Accountancy
State Street Global Markets June 2012 - Present
State Street Global Markets October 2011 - June 2012
State Street June 2004 - September 2011
State Street Investment Manager Solutions September 2001 - June 2004
Schroders January 1998 - September 2001
NatWest Bank 1995 - 1998
Skills
Operational Risk, Basel II, Asset Management, Risk Management, Compliance, Enterprise Risk..., Equity Trading, Securities Lending, FX trading, Stress Testing, Scenario Analysis, Reporting & Analysis, Securities, Financial Risk, Operational Risk..., Governance
Education
Griffith College Dublin 1992 — 1996
Fellow of the Chartered Association of Certified Accountants (FCCA), Accountancy
Lina S. Krivyan's Schroders Experience November 2006 - Present
Job Paralegal
Industry Investment Management
Experience
Schroders November 2006 - Present
Revlon 2004 - November 2006
Law Offices of Leonard J. Catanzaro 1998 - 2005
Skills
Corporate Governance, Asset Management, Corporate Law, Legal Research, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research
Education
New York University 2008 — 2009
Paralegal Studies Diploma
City University of New York-Brooklyn College 1999 — 2004
Bachelors of Fine Arts, Creative Writing
Schroders November 2006 - Present
Revlon 2004 - November 2006
Law Offices of Leonard J. Catanzaro 1998 - 2005
Skills
Corporate Governance, Asset Management, Corporate Law, Legal Research, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research
Education
New York University 2008 — 2009
Paralegal Studies Diploma
City University of New York-Brooklyn College 1999 — 2004
Bachelors of Fine Arts, Creative Writing
Shari Cavin's Schroders Experience 1996 - 1998
Job Managing Counsel, Commercial, Marketing and Lubricants at Phillips 66
Industry Law Practice
Experience
Phillips 66 August 2014 - Present
Phillips 66 November 2012 - July 2014
Direct Energy September 2011 - August 2012
Keystone Energy Partners, LP April 2005 - September 2011
Dynegy 2004 - 2005
Reliant Energy 2001 - 2004
Enron 1998 - 2001
Schroders 1996 - 1998
Deutsche Bank September 1992 - April 1996
Skills
Energy Trading, Electricity Markets, Derivatives, Corporate Law, Retail Electricity, Vendor Contracts, IT Contracts, Social Media Contracts, Marketing Contracts, Collections Contracts, Call Center Contracts, Compliance, Regulatory, Sales Contracts, Affinity Contracts, Sponsorship Contracts, Telesales Contracts, Advertising Law, Integration, Operations Contracts, Cross Selling Contracts, Contract Negotiation, Power Origination..., PPAs, Tolling Agreements, Credit Sleeve..., Dispute Resolution, Renewable Energy Credits, Broker Agreements, Credit Agreements, Company Secretarial Work, Company Set-up, Hedge Fund Set-Up, Digital Media Contracts, Licensing Agreements, Lease Agreements, Commodity Markets, Electricity, Licensing, Trading, Regulations, Structured Finance, Credit, Natural Gas, Energy, Joint Ventures, ISDA, Commodity, Renewable Energy, Corporate Governance
Education
McGeorge 1990 — 1991
LLM
University of Mississippi School of Law 1987 — 1990
JD
Louisiana State University, Paul M. Hebert Law Center 1988 — 1988
1988
Millsaps College 1983 — 1987
BA
Hollins University 1986 — 1986
Phillips 66 August 2014 - Present
Phillips 66 November 2012 - July 2014
Direct Energy September 2011 - August 2012
Keystone Energy Partners, LP April 2005 - September 2011
Dynegy 2004 - 2005
Reliant Energy 2001 - 2004
Enron 1998 - 2001
Schroders 1996 - 1998
Deutsche Bank September 1992 - April 1996
Skills
Energy Trading, Electricity Markets, Derivatives, Corporate Law, Retail Electricity, Vendor Contracts, IT Contracts, Social Media Contracts, Marketing Contracts, Collections Contracts, Call Center Contracts, Compliance, Regulatory, Sales Contracts, Affinity Contracts, Sponsorship Contracts, Telesales Contracts, Advertising Law, Integration, Operations Contracts, Cross Selling Contracts, Contract Negotiation, Power Origination..., PPAs, Tolling Agreements, Credit Sleeve..., Dispute Resolution, Renewable Energy Credits, Broker Agreements, Credit Agreements, Company Secretarial Work, Company Set-up, Hedge Fund Set-Up, Digital Media Contracts, Licensing Agreements, Lease Agreements, Commodity Markets, Electricity, Licensing, Trading, Regulations, Structured Finance, Credit, Natural Gas, Energy, Joint Ventures, ISDA, Commodity, Renewable Energy, Corporate Governance
Education
McGeorge 1990 — 1991
LLM
University of Mississippi School of Law 1987 — 1990
JD
Louisiana State University, Paul M. Hebert Law Center 1988 — 1988
1988
Millsaps College 1983 — 1987
BA
Hollins University 1986 — 1986
Stéphanie Badouix, CRHA's Schroders Experience July 2006 - March 2010
Job Senior HR Advisor at Seedbox Technologies
Industry Computer Software
Experience
Seedbox Technologies August 2013 - Present
Nakisa February 2011 - July 2013
ManpowerGroup May 2010 - February 2011
Schroders July 2006 - March 2010
Crown Holdings, Inc. February 2006 - May 2006
Kimberly-Clark April 2005 - January 2006
Skills
Performance Management, Compensation..., Recruitment/Retention, Talent Management, HRIS, Payroll, Employee Relations, Technical Recruiting, Management, Human Resource..., Recruiting, Change Management, Temporary Placement, Career Development, Human Resources
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2002 — 2005
Master, Human Resources
Seedbox Technologies August 2013 - Present
Nakisa February 2011 - July 2013
ManpowerGroup May 2010 - February 2011
Schroders July 2006 - March 2010
Crown Holdings, Inc. February 2006 - May 2006
Kimberly-Clark April 2005 - January 2006
Skills
Performance Management, Compensation..., Recruitment/Retention, Talent Management, HRIS, Payroll, Employee Relations, Technical Recruiting, Management, Human Resource..., Recruiting, Change Management, Temporary Placement, Career Development, Human Resources
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2002 — 2005
Master, Human Resources
Christopher Tackney, CFA's Schroders Experience June 2012 - February 2014
Job Managing Director at Greylock Capital Management, LLC
Industry Banking
Experience
Greylock Capital Management, LLC May 2014 - Present
Schroders June 2012 - February 2014
Credit Suisse February 2010 - June 2012
Black River Asset Management December 2005 - June 2009
BlackRock May 2005 - December 2005
TIAA-CREF August 1993 - May 2005
Skills
Portfolio Management, Fixed Income, Trading, Bonds, Credit Derivatives, Financial Analysis, Macroeconomics, Asset Management, Credit, Hedge Funds, Emerging Markets, Bloomberg, Capital Markets, Derivatives, Alternative Investments
Education
New York University, Stern School of Business 1995 — 1998
MBA, Finance and Economics
Bucknell University 1989 — 1993
BA, economics
Greylock Capital Management, LLC May 2014 - Present
Schroders June 2012 - February 2014
Credit Suisse February 2010 - June 2012
Black River Asset Management December 2005 - June 2009
BlackRock May 2005 - December 2005
TIAA-CREF August 1993 - May 2005
Skills
Portfolio Management, Fixed Income, Trading, Bonds, Credit Derivatives, Financial Analysis, Macroeconomics, Asset Management, Credit, Hedge Funds, Emerging Markets, Bloomberg, Capital Markets, Derivatives, Alternative Investments
Education
New York University, Stern School of Business 1995 — 1998
MBA, Finance and Economics
Bucknell University 1989 — 1993
BA, economics
Ronald Sorrell's Schroders Experience February 2013 - Present
Job Senior Sharepoint Developer
Industry Information Services
Experience
Schroders February 2013 - Present
Schroders 2013 - 2015
Schroders 2013 - 2015
Hershey Technologies June 2012 - January 2013
Jack in the Box, Inc March 2007 - June 2012
Rady's Children's Hospital and Health Center - Health Care October 2005 - February 2007
Kaiser Permanente - Healthcare Maintenance Organization February 2002 - September 2005
Skills
Lotus Notes, Application Development, SharePoint, Access, SQL, Databases, Testing, SDLC, InfoPath Forms, Nintex Workflows, Remedy AR System, TFS, EPM Project Mgmt, SharePoint Designer, Office 365, SharePoint Online, Nintex Forms, Oracle, Software Development, Troubleshooting, XML, Management, InfoPath, Project Planning, Project Management, Windows, Enterprise Software, Technical Support, Program Management, HTML, Microsoft Office..., IIS, Security, SharePoint Server
Education
LearningTree 2015 — 2015
SharePoint 2013 Specialist, SharePoint 2013
Florida Institute of Technology
MS, Management
Florida Tech
Master of Science; Certificate; Bachelor of Science, Management; Info Mgmt Sys; Management
TekDogU
Advanced Nintex Solution Designer
University of Southern California
Graduate Certificate, Information Management
Schroders February 2013 - Present
Schroders 2013 - 2015
Schroders 2013 - 2015
Hershey Technologies June 2012 - January 2013
Jack in the Box, Inc March 2007 - June 2012
Rady's Children's Hospital and Health Center - Health Care October 2005 - February 2007
Kaiser Permanente - Healthcare Maintenance Organization February 2002 - September 2005
Skills
Lotus Notes, Application Development, SharePoint, Access, SQL, Databases, Testing, SDLC, InfoPath Forms, Nintex Workflows, Remedy AR System, TFS, EPM Project Mgmt, SharePoint Designer, Office 365, SharePoint Online, Nintex Forms, Oracle, Software Development, Troubleshooting, XML, Management, InfoPath, Project Planning, Project Management, Windows, Enterprise Software, Technical Support, Program Management, HTML, Microsoft Office..., IIS, Security, SharePoint Server
Education
LearningTree 2015 — 2015
SharePoint 2013 Specialist, SharePoint 2013
Florida Institute of Technology
MS, Management
Florida Tech
Master of Science; Certificate; Bachelor of Science, Management; Info Mgmt Sys; Management
TekDogU
Advanced Nintex Solution Designer
University of Southern California
Graduate Certificate, Information Management
Karen Kwon's Schroders Experience May 2009 - Present
Job Investor Relations
Industry Investment Management
Experience
Schroders May 2009 - Present
J.P. Morgan Asset Management July 2006 - May 2009
Skills
Financial Modeling, Valuation, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Schroders May 2009 - Present
J.P. Morgan Asset Management July 2006 - May 2009
Skills
Financial Modeling, Valuation, Capital Markets
Education
Baruch College, City University of New York (CUNY)
John M. Chambers, CFA's Schroders Experience 1996 - 2000
Job Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2004 - Present
BlackRock 2000 - 2003
Schroders 1996 - 2000
Skills
Equity Research, Equities, Investment Strategies, Bloomberg, Asset Managment, Portfolio Management, Investments, Equity Valuation, Mutual Funds, Valuation, Securities, Financial Modeling, Asset Allocation, Private Equity, Hedge Funds, Investment Banking, Performance Attribution, Investment Management, Financial Markets, Alternative Investments, Capital Markets, Asset Management, Financial Analysis, Strategic Financial..., Risk Management, Due Diligence, Series 7, Bonds, Fixed Income
Education
Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Boston College
Bachelor's degree, Computer Science and Economics
BNY Mellon 2004 - Present
BlackRock 2000 - 2003
Schroders 1996 - 2000
Skills
Equity Research, Equities, Investment Strategies, Bloomberg, Asset Managment, Portfolio Management, Investments, Equity Valuation, Mutual Funds, Valuation, Securities, Financial Modeling, Asset Allocation, Private Equity, Hedge Funds, Investment Banking, Performance Attribution, Investment Management, Financial Markets, Alternative Investments, Capital Markets, Asset Management, Financial Analysis, Strategic Financial..., Risk Management, Due Diligence, Series 7, Bonds, Fixed Income
Education
Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Boston College
Bachelor's degree, Computer Science and Economics
Afsah Quadri's Schroders Experience May 2005 - Present
Job Credit Analyst at Schroders
Industry Investment Management
Experience
Schroders May 2005 - Present
Skills
Financial Markets, Fixed Income Analysis, High Yield Bonds, Credit Derivatives, REIT
Education
London Metropolitan University 2004 — 2005
Master of Science (M.Sc.), Economics
Fordham University 1999 — 2003
Bachelor's degree, Economics
Schroders May 2005 - Present
Skills
Financial Markets, Fixed Income Analysis, High Yield Bonds, Credit Derivatives, REIT
Education
London Metropolitan University 2004 — 2005
Master of Science (M.Sc.), Economics
Fordham University 1999 — 2003
Bachelor's degree, Economics
Bob Tisler's Schroders Experience September 2012 - Present
Job Director Northeast Intermediaries at Schroders
Industry Investment Management
Experience
Schroders September 2012 - Present
Cohen & Steers March 2000 - September 2012
Boston Capital April 1994 - March 2000
Skills
Alternative Investments, Marketing
Education
Illinois State University 1989 — 1991
Master of Science (M.S.)
Ohio Wesleyan University 1985 — 1989
Bachelor of Arts (B.A.)
Schroders September 2012 - Present
Cohen & Steers March 2000 - September 2012
Boston Capital April 1994 - March 2000
Skills
Alternative Investments, Marketing
Education
Illinois State University 1989 — 1991
Master of Science (M.S.)
Ohio Wesleyan University 1985 — 1989
Bachelor of Arts (B.A.)
Gareth Henry's Schroders Experience September 2005 - June 2007
Job Global Head of Investor Relations, Fortress Liquid Markets at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group January 2014 - Present
Fortress Investment Group July 2007 - December 2013
Schroders September 2005 - June 2007
Education
Fellow of Society of Actuaries, USA
Fellow of the Institute of Actuaries, UK
Heriot-Watt University 1997 — 2001
BSc Actuarial Mathematics & Statistics, 1st class honors
Fortress Investment Group January 2014 - Present
Fortress Investment Group July 2007 - December 2013
Schroders September 2005 - June 2007
Education
Fellow of Society of Actuaries, USA
Fellow of the Institute of Actuaries, UK
Heriot-Watt University 1997 — 2001
BSc Actuarial Mathematics & Statistics, 1st class honors
Erika Pagel's Schroders Experience 1999 - 2000
Job Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory June 2012 - Present
Silver Bridge 2010 - 2012
Balyasny Asset Management L.P. 2006 - 2008
UBS Investment Bank 2000 - 2006
Schroders 1999 - 2000
MFS Investment Management 1996 - 1998
Skills
Equities, Investments
Education
Hartwick College 1992 — 1996
Economics and English
St. Luke's High School 1988 — 1992
Brown Advisory June 2012 - Present
Silver Bridge 2010 - 2012
Balyasny Asset Management L.P. 2006 - 2008
UBS Investment Bank 2000 - 2006
Schroders 1999 - 2000
MFS Investment Management 1996 - 1998
Skills
Equities, Investments
Education
Hartwick College 1992 — 1996
Economics and English
St. Luke's High School 1988 — 1992
Michael Patti's Schroders Experience July 2015 - Present
Job Institutional Director
Industry Financial Services
Experience
Schroders July 2015 - Present
BNY Mellon January 2008 - Present
Fidelity Investments January 2000 - January 2008
Fidelity Investments January 1999 - January 2000
Skills
New Business Development, Family Office, Registered Investment..., Private Banking, Presidents Club, Asset Management, CIOs
Education
Boston University
Bachelor of Science (B.S.), Business/Corporate Communications
Schroders July 2015 - Present
BNY Mellon January 2008 - Present
Fidelity Investments January 2000 - January 2008
Fidelity Investments January 1999 - January 2000
Skills
New Business Development, Family Office, Registered Investment..., Private Banking, Presidents Club, Asset Management, CIOs
Education
Boston University
Bachelor of Science (B.S.), Business/Corporate Communications
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management