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
Celeste Marx Celeste Marx's Schroders Experience September 2015 - Present
Job Human Resources
Industry Financial Services
Experience
Schroders September 2015 - Present
Nomura Global 2001 - 2005
Marsh Corporate Service Ltd 1999 - 2001
Education
University of KwaZulu-Natal
Bachelor of Arts (B.A.), Philosophy and English
Schroders September 2015 - Present
Nomura Global 2001 - 2005
Marsh Corporate Service Ltd 1999 - 2001
Education
University of KwaZulu-Natal
Bachelor of Arts (B.A.), Philosophy and English
Asad Malik Asad Malik's Schroders Experience September 2013 - June 2014
Job Analyst, Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs August 2015 - Present
Towers Watson June 2014 - September 2014
LSE Finance Society February 2013 - July 2014
Schroders September 2013 - June 2014
Morgan Stanley October 2013 - December 2013
Credit Suisse May 2013 - October 2013
HBL - Habib Bank Limited July 2013 - August 2013
Towers Watson April 2013 - April 2013
Alumni Networking Reception LSE Finance Society November 2012 - February 2013
Emirates NBD June 2012 - August 2012
Skills
Economics, Due Diligence, Investments, Fixed Income, Financial Risk, Business Development, Corporate Finance, Valuation, Data Analysis, Investment Banking, Macroeconomics, Emerging Markets, Financial Analysis, Wealth Management, Bloomberg, Business Strategy
Education
London School of Economics and Political Science 2012 — 2015
BSc, Mathematics and Economics, 1st Class Honours with Distinction in LSE100
Deira International School 2006 — 2012
International Baccalaureate Diploma Program (IBDP), 41/45
Aitchison College 2004 — 2005
E1- F1, Straight As.
Goldman Sachs August 2015 - Present
Towers Watson June 2014 - September 2014
LSE Finance Society February 2013 - July 2014
Schroders September 2013 - June 2014
Morgan Stanley October 2013 - December 2013
Credit Suisse May 2013 - October 2013
HBL - Habib Bank Limited July 2013 - August 2013
Towers Watson April 2013 - April 2013
Alumni Networking Reception LSE Finance Society November 2012 - February 2013
Emirates NBD June 2012 - August 2012
Skills
Economics, Due Diligence, Investments, Fixed Income, Financial Risk, Business Development, Corporate Finance, Valuation, Data Analysis, Investment Banking, Macroeconomics, Emerging Markets, Financial Analysis, Wealth Management, Bloomberg, Business Strategy
Education
London School of Economics and Political Science 2012 — 2015
BSc, Mathematics and Economics, 1st Class Honours with Distinction in LSE100
Deira International School 2006 — 2012
International Baccalaureate Diploma Program (IBDP), 41/45
Aitchison College 2004 — 2005
E1- F1, Straight As.
Scott Gawrych Scott Gawrych's Schroders Experience July 2008 - February 2013
Job Institutional Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional March 2013 - Present
Schroders July 2008 - February 2013
Morgan Stanley Investment Management March 2007 - July 2008
Morgan Stanley Global Wealth Management December 2005 - March 2007
Morgan Stanley Global Wealth Management October 2003 - January 2005
Skills
Separately Managed..., Mutual Funds, Series 63, Alternative Investments, Series 7, ETFs, Asset Allocation, Fixed Income, Asset Managment, Investment Advisory, Equities, Investments, Wealth Management, Securities, Investment Strategies, Uniform Combined State..., Hedge Funds, Portfolio Management, Series 65, Commodity Markets, Emerging Markets, Engaging Public Speaker, Presentations, Asset Management, Sales, Bonds, Financial Services, Financial Advisory
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Corporate Finance
Neumann University 1998 — 2002
BA, Psychology
TD Ameritrade Institutional March 2013 - Present
Schroders July 2008 - February 2013
Morgan Stanley Investment Management March 2007 - July 2008
Morgan Stanley Global Wealth Management December 2005 - March 2007
Morgan Stanley Global Wealth Management October 2003 - January 2005
Skills
Separately Managed..., Mutual Funds, Series 63, Alternative Investments, Series 7, ETFs, Asset Allocation, Fixed Income, Asset Managment, Investment Advisory, Equities, Investments, Wealth Management, Securities, Investment Strategies, Uniform Combined State..., Hedge Funds, Portfolio Management, Series 65, Commodity Markets, Emerging Markets, Engaging Public Speaker, Presentations, Asset Management, Sales, Bonds, Financial Services, Financial Advisory
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Corporate Finance
Neumann University 1998 — 2002
BA, Psychology
Lee Yen Anderson's Schroders Experience 1996 - 1998
Job Certified Nutrition Consultant and Independent Distributor of Young Living Essential Oils in the Lemon Dropper Team
Industry Health, Wellness and Fitness
Experience
Del Mar Union School District 2011 - 2011
CE2 Capital Markets 2007 - 2008
Journal of Environment and Development 2004 - 2006
UNDP 2003 - 2003
Crédit Agricole 2000 - 2001
ABN AMRO Bank N.V. 1998 - 1999
Schroders 1996 - 1998
Skills
Financial Modeling, International Relations, Investments, Data Analysis, Strategy, Public Policy, Management, Entrepreneurship, Strategic Planning, Economics, Analysis, Market Research, Research, Public Speaking, Business Strategy
Education
Natural Healing Institute, Encinitas 2012 — 2013
Certificate of Nutrition Consulting
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2003 — 2005
Master's Degree, International Environmental Policy, International Development and Management of NPOs, Highest graduating GPA of the class
RMIT University 1992 — 1995
Bachelor of Business, Economics and Finance
Assunta 1980 — 1990
Del Mar Union School District 2011 - 2011
CE2 Capital Markets 2007 - 2008
Journal of Environment and Development 2004 - 2006
UNDP 2003 - 2003
Crédit Agricole 2000 - 2001
ABN AMRO Bank N.V. 1998 - 1999
Schroders 1996 - 1998
Skills
Financial Modeling, International Relations, Investments, Data Analysis, Strategy, Public Policy, Management, Entrepreneurship, Strategic Planning, Economics, Analysis, Market Research, Research, Public Speaking, Business Strategy
Education
Natural Healing Institute, Encinitas 2012 — 2013
Certificate of Nutrition Consulting
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2003 — 2005
Master's Degree, International Environmental Policy, International Development and Management of NPOs, Highest graduating GPA of the class
RMIT University 1992 — 1995
Bachelor of Business, Economics and Finance
Assunta 1980 — 1990
Hanna Hwang Hanna Hwang's Schroders Experience June 2007 - December 2009
Job Tax Intern at Prologis
Industry Accounting
Experience
Prologis December 2014 - May 2015
Schroders June 2007 - December 2009
HSBC July 2007 - June 2008
Skills
Finance, Financial Reporting, Bloomberg Terminal, Valuation, Financial Analysis, Corporate Finance, Asset Management, Fixed Income, Investments, Mutual Funds, Financial Markets, Income Tax, Partnership Taxation, Tax Accounting
Education
University of Denver - Daniels College of Business 2014 — 2015
Master's degree
Prologis December 2014 - May 2015
Schroders June 2007 - December 2009
HSBC July 2007 - June 2008
Skills
Finance, Financial Reporting, Bloomberg Terminal, Valuation, Financial Analysis, Corporate Finance, Asset Management, Fixed Income, Investments, Mutual Funds, Financial Markets, Income Tax, Partnership Taxation, Tax Accounting
Education
University of Denver - Daniels College of Business 2014 — 2015
Master's degree
Adrian Cronje Adrian Cronje's Schroders Experience September 1999 - June 2005
Job Partner and Chief Investment Officer at Balentine
Industry Financial Services
Experience
Balentine December 2009 - Present
Wilmington Trust July 2005 - October 2009
Schroders September 1999 - June 2005
Skills
Asset Management, Investment Management, Wealth Management, Investments, Alternative Investments, Equities, Portfolio Management, Financial Modeling, Mutual Funds, Asset Allocation, Financial Analysis, Strategic Financial..., Investment Strategies, Risk Management, Series 7, Economics, Statistics, Strategic Planning, Asset Managment, Private Equity, Hedge Funds
Education
University of Cambridge 1997 — 1999
Doctor of Philosophy (Ph.D.), Macroeconomics and Econometrics
University of Cambridge 1995 — 1996
Master's Degree, Economics and Finance
University of Cape Town 1991 — 1994
BCom (Hons), Economics
Balentine December 2009 - Present
Wilmington Trust July 2005 - October 2009
Schroders September 1999 - June 2005
Skills
Asset Management, Investment Management, Wealth Management, Investments, Alternative Investments, Equities, Portfolio Management, Financial Modeling, Mutual Funds, Asset Allocation, Financial Analysis, Strategic Financial..., Investment Strategies, Risk Management, Series 7, Economics, Statistics, Strategic Planning, Asset Managment, Private Equity, Hedge Funds
Education
University of Cambridge 1997 — 1999
Doctor of Philosophy (Ph.D.), Macroeconomics and Econometrics
University of Cambridge 1995 — 1996
Master's Degree, Economics and Finance
University of Cape Town 1991 — 1994
BCom (Hons), Economics
Richard Wakefield's Schroders Experience February 2002 - December 2003
Job Consultant at Various Startups
Industry Management Consulting
Experience
Various Start-ups August 2015 - Present
RSB Research Service Bureau GmbH September 2013 - July 2015
Various January 2013 - September 2013
Labelium September 2012 - December 2012
CWI Gruppe May 2011 - September 2012
UBS Corporate Center October 2009 - April 2011
UBS Wealth Management October 2007 - September 2009
HM Forces - British Army January 2004 - September 2007
Schroders February 2002 - December 2003
UBS Global Asset Management August 2000 - February 2002
Skills
Military, Security, Change Management, Teamwork, Team Leadership, Problem Solving, Management Consulting, Business Intelligence, Due Diligence, Competitive Intelligence, Financial Crimes..., Intellectual Property, Management Due Diligence, Security Consulting, Crisis Management, Management, Project Management, Risk Management, Business Development
Education
Sheffield Hallam University 1997 — 2000
BSc Mathematics (Hons), Applied and Theoretical
Barnard Castle School 1985 — 1997
Various A-Levels, and GCSE's
Various Start-ups August 2015 - Present
RSB Research Service Bureau GmbH September 2013 - July 2015
Various January 2013 - September 2013
Labelium September 2012 - December 2012
CWI Gruppe May 2011 - September 2012
UBS Corporate Center October 2009 - April 2011
UBS Wealth Management October 2007 - September 2009
HM Forces - British Army January 2004 - September 2007
Schroders February 2002 - December 2003
UBS Global Asset Management August 2000 - February 2002
Skills
Military, Security, Change Management, Teamwork, Team Leadership, Problem Solving, Management Consulting, Business Intelligence, Due Diligence, Competitive Intelligence, Financial Crimes..., Intellectual Property, Management Due Diligence, Security Consulting, Crisis Management, Management, Project Management, Risk Management, Business Development
Education
Sheffield Hallam University 1997 — 2000
BSc Mathematics (Hons), Applied and Theoretical
Barnard Castle School 1985 — 1997
Various A-Levels, and GCSE's
Richard Lui Richard Lui's Schroders Experience June 2014 - July 2014
Job Ad Operations Summer Intern at Tumblr
Industry Financial Services
Experience
Tumblr June 2015 - August 2015
EY June 2015 - June 2015
Twitch CMG Consulting February 2015 - May 2015
Wish.com January 2015 - April 2015
Schroders June 2014 - July 2014
Eventbrite September 2013 - December 2013
PwC Hong Kong and mainland China June 2012 - June 2012
Skills
Data Analysis, Analytics, Marketing Strategy, Google Analytics, Marketing Research, Leadership, Microsoft Word
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
B.S. Business Adminstration
University of California, Berkeley 2013 — 2017
Geospatial Information Science and Technology Minor (GIST)
Li Po Chun United World College 2011 — 2013
International Baccalaureate Diploma, 43/45
Tumblr June 2015 - August 2015
EY June 2015 - June 2015
Twitch CMG Consulting February 2015 - May 2015
Wish.com January 2015 - April 2015
Schroders June 2014 - July 2014
Eventbrite September 2013 - December 2013
PwC Hong Kong and mainland China June 2012 - June 2012
Skills
Data Analysis, Analytics, Marketing Strategy, Google Analytics, Marketing Research, Leadership, Microsoft Word
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
B.S. Business Adminstration
University of California, Berkeley 2013 — 2017
Geospatial Information Science and Technology Minor (GIST)
Li Po Chun United World College 2011 — 2013
International Baccalaureate Diploma, 43/45
Noah Sanders's Schroders Experience August 1993 - September 1998
Job Senior VP at American Portfolio Advisors, RIA
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 1998 - May 2005
Schroders August 1993 - September 1998
Watkins Meegan LLC 1991 - 1993
Skills
Investments, Estate Planning, Mutual Funds, Wealth Management, Series 7, Finance, Hedge Funds, Management, Wealth, Portfolio Management, Asset Management, Equities
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
BS, Finance
Churchill 1987 — 1989
Morgan Stanley Smith Barney September 1998 - May 2005
Schroders August 1993 - September 1998
Watkins Meegan LLC 1991 - 1993
Skills
Investments, Estate Planning, Mutual Funds, Wealth Management, Series 7, Finance, Hedge Funds, Management, Wealth, Portfolio Management, Asset Management, Equities
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
BS, Finance
Churchill 1987 — 1989
Timothy Collins, Jr. Timothy Collins, Jr.'s Schroders Experience 1987 - 2000
Job Senior Private Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank 2009 - Present
Encima Global 2008 - December 2009
Hayground Cove Asset Management 2007 - 2008
Bear Stearns 2000 - 2007
Schroders 1987 - 2000
Skills
Institutional..., High Net Worth..., Banking, Strategic Financial..., Corporate Development, Equity Derivatives, Management Consulting, Business Planning, Fund Of Funds, ETFs, CRM, Wealth Management..., Executive Management, Insurance, Underwriting, Leadership, Analysis, Project Management, Trading Systems, Commodity
Education
University of Colorado Boulder - Leeds School of Business
BS Finance, Finance, Economics, English
J.P. Morgan Private Bank 2009 - Present
Encima Global 2008 - December 2009
Hayground Cove Asset Management 2007 - 2008
Bear Stearns 2000 - 2007
Schroders 1987 - 2000
Skills
Institutional..., High Net Worth..., Banking, Strategic Financial..., Corporate Development, Equity Derivatives, Management Consulting, Business Planning, Fund Of Funds, ETFs, CRM, Wealth Management..., Executive Management, Insurance, Underwriting, Leadership, Analysis, Project Management, Trading Systems, Commodity
Education
University of Colorado Boulder - Leeds School of Business
BS Finance, Finance, Economics, English
William Gillen's Schroders Experience 1992 - 2001
Job Licensed Real Estate Salesperson at Douglas Elliman Real Estate
Industry Real Estate
Experience
Douglas Elliman Real Estate January 2015 - Present
IBM 2010 - 2013
Carnegie Advisory Services, LLC 2008 - 2010
Citigroup 2004 - 2007
BNY Mellon 2001 - 2004
Schroders 1992 - 2001
Skills
Financial Services, Business Development, Portfolio Management, Outsourcing, Investments, Business Analysis, Management, Project Management, Securities, Strategy, IT Strategy, Relationship Management, Risk Management, Cloud Computing, CRM, SDLC, Vendor Management, Cross-functional Team..., Trading Systems, Hedge Funds, Solution Selling, Real Estate Transactions
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Securities Industry Institute, Finance, General
St. Francis University
Bachelor of Science, Economics
Douglas Elliman Real Estate January 2015 - Present
IBM 2010 - 2013
Carnegie Advisory Services, LLC 2008 - 2010
Citigroup 2004 - 2007
BNY Mellon 2001 - 2004
Schroders 1992 - 2001
Skills
Financial Services, Business Development, Portfolio Management, Outsourcing, Investments, Business Analysis, Management, Project Management, Securities, Strategy, IT Strategy, Relationship Management, Risk Management, Cloud Computing, CRM, SDLC, Vendor Management, Cross-functional Team..., Trading Systems, Hedge Funds, Solution Selling, Real Estate Transactions
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Securities Industry Institute, Finance, General
St. Francis University
Bachelor of Science, Economics
Rene Madden Rene Madden's Schroders Experience September 2012 - March 2015
Job Executive Director Head of Client Account Management at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
Schroders September 2012 - March 2015
Morgan Stanley September 2011 - August 2012
Morgan Stanley Investment Management July 1993 - September 2011
1838 Investment Advisors 1988 - 1993
Skills
Process Improvement, Project Management, Client Service Oriented, Emerging Markets, Equities, Broker-Dealer, Fixed Income, Portfolio Management, Establishing New..., Transition Management, Market Registration, Investment Management, Series 7, Derivatives, Financial Services, Investment Strategies, Mutual Funds, Asset Allocation, Asset Managment, Alternative Investments, Asset Management, ETFs, Fund Of Funds, Options, Bloomberg, Middle Office, Prime Brokerage, Fund Administration, Bonds, Trading, Capital Markets, Series 63, Investment Banking, Valuation, Corporate Actions, Global Custody, Financial Markets, Equity Derivatives, Hedge Funds, Back Office, Settlement, Electronic Trading, Swaps, Structured Products, Equity Trading, Fund Accounting, FINRA, Equity Research, Trading Systems, FX Options
Education
Saint Joseph's University 1988 — 1993
BS, Accounting
J.P. Morgan Asset Management March 2015 - Present
Schroders September 2012 - March 2015
Morgan Stanley September 2011 - August 2012
Morgan Stanley Investment Management July 1993 - September 2011
1838 Investment Advisors 1988 - 1993
Skills
Process Improvement, Project Management, Client Service Oriented, Emerging Markets, Equities, Broker-Dealer, Fixed Income, Portfolio Management, Establishing New..., Transition Management, Market Registration, Investment Management, Series 7, Derivatives, Financial Services, Investment Strategies, Mutual Funds, Asset Allocation, Asset Managment, Alternative Investments, Asset Management, ETFs, Fund Of Funds, Options, Bloomberg, Middle Office, Prime Brokerage, Fund Administration, Bonds, Trading, Capital Markets, Series 63, Investment Banking, Valuation, Corporate Actions, Global Custody, Financial Markets, Equity Derivatives, Hedge Funds, Back Office, Settlement, Electronic Trading, Swaps, Structured Products, Equity Trading, Fund Accounting, FINRA, Equity Research, Trading Systems, FX Options
Education
Saint Joseph's University 1988 — 1993
BS, Accounting
Jason W. Andersen Jason W. Andersen's Schroders Experience August 2014 - Present
Job Director, US Intermediaries. Schroders Investment Management
Industry Investment Management
Experience
Schroders August 2014 - Present
Schroders April 2013 - Present
MetLife June 2009 - April 2013
Process Fab Inc. July 2004 - October 2008
Andersen Industries May 2001 - June 2004
Skills
Sales Presentations, Territory Management, Expenses, Building Relationships, Investor Sales, Financial Markets, Estate Planning, Highly personable, Motivation, Self-driven, Project Management, Account Management, Pro Engineer, AutoCAD, Series 6, Series 63, Mutual Funds, Alternative Investments, Relationship Management, Investment Advisory, Investments
Education
University of California, Irvine 2001 — 2003
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Victor Valley College 1999 — 2001
Schroders August 2014 - Present
Schroders April 2013 - Present
MetLife June 2009 - April 2013
Process Fab Inc. July 2004 - October 2008
Andersen Industries May 2001 - June 2004
Skills
Sales Presentations, Territory Management, Expenses, Building Relationships, Investor Sales, Financial Markets, Estate Planning, Highly personable, Motivation, Self-driven, Project Management, Account Management, Pro Engineer, AutoCAD, Series 6, Series 63, Mutual Funds, Alternative Investments, Relationship Management, Investment Advisory, Investments
Education
University of California, Irvine 2001 — 2003
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Victor Valley College 1999 — 2001
Ray Lewis, CFA's Schroders Experience 1995 - 1998
Job Investments/Wealth Management
Industry Financial Services
Experience
Evercore Asset Management 2002 - 2011
KeyBanc Capital Markets 1998 - 2002
Schroders 1995 - 1998
Value Line 1994 - 1995
Skills
Capital Markets, Portfolio Management, Asset Allocation, Investments, Industry Analysis, Equity Research, Fixed Income Analysis, Valuation
Education
Tufts University
BA, International Relations and History
Gresham's School
Evercore Asset Management 2002 - 2011
KeyBanc Capital Markets 1998 - 2002
Schroders 1995 - 1998
Value Line 1994 - 1995
Skills
Capital Markets, Portfolio Management, Asset Allocation, Investments, Industry Analysis, Equity Research, Fixed Income Analysis, Valuation
Education
Tufts University
BA, International Relations and History
Gresham's School
Ashley Lester Ashley Lester's Schroders Experience July 2015 - Present
Job Global Head of Multi Asset and Portfolio Solutions Research, Schroders
Industry Financial Services
Experience
Schroders July 2015 - Present
MSCI Inc. October 2013 - July 2015
Morgan Stanley October 2007 - September 2013
Brown University June 2005 - September 2007
Reserve Bank of Australia January 1998 - June 2000
Skills
Fixed Income, Financial Modeling, Economics, Derivatives, Risk Management, Equities, Market Risk, Quantitative Analytics, Capital Markets, Portfolio Management
Education
MIT 2000 — 2005
Doctor of Philosophy (PhD), Economics
University of Sydney 1993 — 1997
Bachelor's degree, Economics
Schroders July 2015 - Present
MSCI Inc. October 2013 - July 2015
Morgan Stanley October 2007 - September 2013
Brown University June 2005 - September 2007
Reserve Bank of Australia January 1998 - June 2000
Skills
Fixed Income, Financial Modeling, Economics, Derivatives, Risk Management, Equities, Market Risk, Quantitative Analytics, Capital Markets, Portfolio Management
Education
MIT 2000 — 2005
Doctor of Philosophy (PhD), Economics
University of Sydney 1993 — 1997
Bachelor's degree, Economics
Fred Dopfel Fred Dopfel's Schroders Experience 2014 - 2015
Job University Professor at Dominican University of California
Industry Investment Management
Experience
Dominican University of California 2014 - Present
Schroders 2014 - 2015
BlackRock 2002 - 2013
Zurich Centre Group 1996 - 2001
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Investment Strategies, Finance, Strategy, Alternative Investments, Hedge Funds, Financial Advisory, Institutional..., Venture Capital, Investment Banking, Business Development, Product Management
Education
Stanford University
Doctor of Philosophy (Ph.D.), Engineering - Economic Systems
Stanford University
Master's Degree, Operations Research
Massachusetts Institute of Technology
Bachelor's Degree, Mathematics
Dominican University of California 2014 - Present
Schroders 2014 - 2015
BlackRock 2002 - 2013
Zurich Centre Group 1996 - 2001
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Investment Strategies, Finance, Strategy, Alternative Investments, Hedge Funds, Financial Advisory, Institutional..., Venture Capital, Investment Banking, Business Development, Product Management
Education
Stanford University
Doctor of Philosophy (Ph.D.), Engineering - Economic Systems
Stanford University
Master's Degree, Operations Research
Massachusetts Institute of Technology
Bachelor's Degree, Mathematics
Lynn Landau, CFA Lynn Landau, CFA's Schroders Experience August 2000 - May 2003
Job Treasurer (volunteer) at Temple Beth David
Industry Financial Services
Experience
Temple Beth David (Volunteer) July 2012 - Present
Regent Wealth Management Group January 2012 - June 2012
AXA Advisors July 2011 - January 2012
Mitsubishi Trust April 2003 - June 2007
Schroders August 2000 - May 2003
Financial Relations Board February 1996 - October 1999
NatWest Securities Corp January 1993 - March 1995
Skills
Financial Analysis, Equities, Financial Advisory, Mutual Funds, Securities, Asset Allocation, Financial Services, Portfolio Management, Equity Research, Hedge Funds, Retirement Planning, Asset Managment, Investments, Equity Valuation, Series 7, Investment Strategies, Capital Markets, Bonds, Insurance, Alternative Investments, Fixed Income, Asset Management, Bloomberg, Financial Modeling, Trading, Investment Advisory, Valuation, Series 63, Finance, Investment Management
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Economics
Temple Beth David (Volunteer) July 2012 - Present
Regent Wealth Management Group January 2012 - June 2012
AXA Advisors July 2011 - January 2012
Mitsubishi Trust April 2003 - June 2007
Schroders August 2000 - May 2003
Financial Relations Board February 1996 - October 1999
NatWest Securities Corp January 1993 - March 1995
Skills
Financial Analysis, Equities, Financial Advisory, Mutual Funds, Securities, Asset Allocation, Financial Services, Portfolio Management, Equity Research, Hedge Funds, Retirement Planning, Asset Managment, Investments, Equity Valuation, Series 7, Investment Strategies, Capital Markets, Bonds, Insurance, Alternative Investments, Fixed Income, Asset Management, Bloomberg, Financial Modeling, Trading, Investment Advisory, Valuation, Series 63, Finance, Investment Management
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Economics
Joanne Scoratow Joanne Scoratow's Schroders Experience 1991 - 1995
Job President at JS Financial, LLC
Industry Financial Services
Experience
JS Financial, LLC January 2006 - Present
ING 1995 - 2001
Schroders 1991 - 1995
Skills
Private Equity, Investments
Education
UC San Diego
BA, Economics
JS Financial, LLC January 2006 - Present
ING 1995 - 2001
Schroders 1991 - 1995
Skills
Private Equity, Investments
Education
UC San Diego
BA, Economics
Debra Flanz Debra Flanz's Schroders Experience 1992 - 1993
Job Entrepreneur. Product Strategist. Coach.
Industry Management Consulting
Experience
Business Clarity LLC 1993 - Present
Women Presidents' Organization (WPO) December 2012 - Present
The Conference Board 2003 - 2006
Financial Women's Association 1994 - 1995
Schroders 1992 - 1993
Capital Resources International Group 1987 - 1992
American Continental Properties 1984 - 1987
Skills
Executive Coaching, Public Speaking, Leadership Development, Entrepreneurship, Leadership, Financial Services, Strategic Planning, Management Consulting, Business Strategy, Asset Managment, Business Development, C-Suite & Stakeholder..., Negotiation, Marketing, Strategy, Marketing Strategy, Management, Consulting, Coaching, Start-ups, Asset Management, Mergers & Acquisitions, Finance, Organizational..., Business Planning, Small Business, Digital Marketing, Executive Development, Strategic Partnerships, Executive Management
Education
Mercy High School
University of Michigan
Bachelor of Arts, Political Science
Université Paris-Sorbonne
Business Clarity LLC 1993 - Present
Women Presidents' Organization (WPO) December 2012 - Present
The Conference Board 2003 - 2006
Financial Women's Association 1994 - 1995
Schroders 1992 - 1993
Capital Resources International Group 1987 - 1992
American Continental Properties 1984 - 1987
Skills
Executive Coaching, Public Speaking, Leadership Development, Entrepreneurship, Leadership, Financial Services, Strategic Planning, Management Consulting, Business Strategy, Asset Managment, Business Development, C-Suite & Stakeholder..., Negotiation, Marketing, Strategy, Marketing Strategy, Management, Consulting, Coaching, Start-ups, Asset Management, Mergers & Acquisitions, Finance, Organizational..., Business Planning, Small Business, Digital Marketing, Executive Development, Strategic Partnerships, Executive Management
Education
Mercy High School
University of Michigan
Bachelor of Arts, Political Science
Université Paris-Sorbonne
Nick Cowell's Schroders Experience June 2008 - August 2008
Job Strategy and Operations specialist at Deloitte Consulting New York
Industry Management Consulting
Experience
Deloitte February 2014 - Present
Deloitte June 2012 - January 2014
Credit Suisse June 2009 - June 2012
Bloomberg LP October 2009 - October 2009
Schroders June 2008 - August 2008
Skills
Investment Banking, Derivatives, Bloomberg, Fixed Income, Capital Markets, Financial Markets, Risk Management, Back Office, Operational Risk, Economics, Trading, Financial Services, Equities, Middle Office, Emerging Markets, Financial Risk, Credit Risk, Basel II, Hedging, Equity Derivatives, Trading Systems, Strategy
Education
Queen Mary, U. of London
Deloitte February 2014 - Present
Deloitte June 2012 - January 2014
Credit Suisse June 2009 - June 2012
Bloomberg LP October 2009 - October 2009
Schroders June 2008 - August 2008
Skills
Investment Banking, Derivatives, Bloomberg, Fixed Income, Capital Markets, Financial Markets, Risk Management, Back Office, Operational Risk, Economics, Trading, Financial Services, Equities, Middle Office, Emerging Markets, Financial Risk, Credit Risk, Basel II, Hedging, Equity Derivatives, Trading Systems, Strategy
Education
Queen Mary, U. of London
Steven Loeffler Steven Loeffler's Schroders Experience May 2008 - August 2008
Job Associate at MidOcean Partners
Industry Investment Management
Experience
MidOcean Partners November 2013 - Present
Peter J. Solomon Company May 2011 - November 2013
Group One Trading, LP 2010 - 2010
Vestar Capital Partners June 2009 - August 2009
Schroders May 2008 - August 2008
Skills
Valuation, Investment Banking, Financial Modeling, LBO, Due Diligence, M&A experience, Business Strategy, DCF, Mergers & Acquisitions
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Economics
Andover
MidOcean Partners November 2013 - Present
Peter J. Solomon Company May 2011 - November 2013
Group One Trading, LP 2010 - 2010
Vestar Capital Partners June 2009 - August 2009
Schroders May 2008 - August 2008
Skills
Valuation, Investment Banking, Financial Modeling, LBO, Due Diligence, M&A experience, Business Strategy, DCF, Mergers & Acquisitions
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Economics
Andover
Manuel Seidner Manuel Seidner's Schroders Experience July 2006 - August 2011
Job External Wholesaler at BlackRock
Industry Investment Management
Experience
BlackRock January 2015 - Present
SEZA REO Investment Group August 2011 - January 2015
Schroders July 2006 - August 2011
Fidelity Investments May 2003 - October 2005
Legg Mason January 2001 - May 2003
Education
University of Pennsylvania 1996 — 1998
BA, Economics, Cum Laude
BlackRock January 2015 - Present
SEZA REO Investment Group August 2011 - January 2015
Schroders July 2006 - August 2011
Fidelity Investments May 2003 - October 2005
Legg Mason January 2001 - May 2003
Education
University of Pennsylvania 1996 — 1998
BA, Economics, Cum Laude
Ed Baxter Ed Baxter's Schroders Experience August 1998 - June 1999
Job Senior Managing Director at Evercore
Industry Investment Banking
Experience
Evercore July 2015 - Present
Bank of America Merrill Lynch June 2011 - July 2015
Leerink Swann November 2009 - May 2011
Merrill Lynch June 1999 - December 2009
Schroder's August 1998 - June 1999
FDIC June 1991 - March 1996
Skills
Valuation, Mergers, Equities, Business Strategy, Negotiation, Spin-offs, Investment Banking, Private Equity, Financial Modeling, Corporate Development, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Financial Markets, Divestitures, Private Placements, Finance, Investments, Strategy, Due Diligence, Financial Analysis, Accounting, Capital Markets, Restructuring, IPO, Hedge Funds, M&A experience
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance, Strategic Management
San Diego State University-California State University 1989 — 1991
BS Business Administration, Finance, Accounting
Helix High School 1984 — 1987
Evercore July 2015 - Present
Bank of America Merrill Lynch June 2011 - July 2015
Leerink Swann November 2009 - May 2011
Merrill Lynch June 1999 - December 2009
Schroder's August 1998 - June 1999
FDIC June 1991 - March 1996
Skills
Valuation, Mergers, Equities, Business Strategy, Negotiation, Spin-offs, Investment Banking, Private Equity, Financial Modeling, Corporate Development, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Financial Markets, Divestitures, Private Placements, Finance, Investments, Strategy, Due Diligence, Financial Analysis, Accounting, Capital Markets, Restructuring, IPO, Hedge Funds, M&A experience
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance, Strategic Management
San Diego State University-California State University 1989 — 1991
BS Business Administration, Finance, Accounting
Helix High School 1984 — 1987
Gil Ptashek's Schroders Experience 2011 - 2011
Job Associate at Nomura
Industry Financial Services
Experience
Nomura 2012 - Present
RBC Capital Markets 2011 - 2011
Schroders 2011 - 2011
Skills
C++, Java, Matlab, VBA, SQL, AMPL, Market Risk, Bloomberg, intex, PolyPaths, CPLEX, Mathematica, Visual Studio, Risk Management, Risk Analysis
Education
Middlesex University 2015 — 2016
PgCert, The Mechanics of Project Finance
New York University (NYU), The Courant Institute of Mathematical Sciences 2010 — 2012
MS, Mathematics in Finance
University of California, Berkeley 2007 — 2010
BA, Applied Mathematics (Probability and Economic Modeling)
Nomura 2012 - Present
RBC Capital Markets 2011 - 2011
Schroders 2011 - 2011
Skills
C++, Java, Matlab, VBA, SQL, AMPL, Market Risk, Bloomberg, intex, PolyPaths, CPLEX, Mathematica, Visual Studio, Risk Management, Risk Analysis
Education
Middlesex University 2015 — 2016
PgCert, The Mechanics of Project Finance
New York University (NYU), The Courant Institute of Mathematical Sciences 2010 — 2012
MS, Mathematics in Finance
University of California, Berkeley 2007 — 2010
BA, Applied Mathematics (Probability and Economic Modeling)
Cathy(Kexin) Wang's Schroders Experience July 2014 - August 2014
Job Summer analyst at UBS Hong Kong
Industry Investment Management
Experience
UBS AG Hong Kong June 2015 - August 2015
SH International LLC September 2014 - December 2014
Schroders July 2014 - August 2014
University of Pennsylvania March 2014 - August 2014
AGF Management Limited May 2013 - July 2013
Skills
Asset Management, Financial Modeling, Financial Accounting, Microsoft Office, Bloomberg, Data Analysis, Microsoft Excel, Research, Public Speaking, Statistics, Economics, Marketing, Java, Time Management
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BSc), Finance, General
Mercersburg Academy
High School/Secondary Diplomas and Certificates
UBS AG Hong Kong June 2015 - August 2015
SH International LLC September 2014 - December 2014
Schroders July 2014 - August 2014
University of Pennsylvania March 2014 - August 2014
AGF Management Limited May 2013 - July 2013
Skills
Asset Management, Financial Modeling, Financial Accounting, Microsoft Office, Bloomberg, Data Analysis, Microsoft Excel, Research, Public Speaking, Statistics, Economics, Marketing, Java, Time Management
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BSc), Finance, General
Mercersburg Academy
High School/Secondary Diplomas and Certificates
Adam Messoudi's Schroders Experience August 2015 - Present
Job Portfolio Accountant Specialist at Schroders
Industry Accounting
Experience
Schroders August 2015 - Present
Gain Capital (Forex.com), January 2012 - August 2015
Magic Tax Company January 2013 - June 2013
NJ Business Finance Corp April 2011 - June 2011
Skills
Microsoft Office, QuickBooks, French, Arabic, English, International Economics, Organizational Behavior, Sales Force, Turbo Tax, ATX Tax Software, Finance, Financial Statements, Management, Analysis, Accounting, Budgets, Financial Analysis, Tax, Microsoft Excel
Education
Montclair State University 2008 — 2012
Bachelor of Science (BS), Business Administration; concentration: Accounting, 3.54
Faculty of Science and Techniques 2003 — 2005
Associate's degree, Science of Economics and Management, 3.85
Schroders August 2015 - Present
Gain Capital (Forex.com), January 2012 - August 2015
Magic Tax Company January 2013 - June 2013
NJ Business Finance Corp April 2011 - June 2011
Skills
Microsoft Office, QuickBooks, French, Arabic, English, International Economics, Organizational Behavior, Sales Force, Turbo Tax, ATX Tax Software, Finance, Financial Statements, Management, Analysis, Accounting, Budgets, Financial Analysis, Tax, Microsoft Excel
Education
Montclair State University 2008 — 2012
Bachelor of Science (BS), Business Administration; concentration: Accounting, 3.54
Faculty of Science and Techniques 2003 — 2005
Associate's degree, Science of Economics and Management, 3.85
Victoria Kaulback's Schroders Experience 1992 - 1995
Job Group Planning Director at J. Walter Thompson Worldwide
Industry Marketing and Advertising
Experience
J. Walter Thompson Worldwide June 2015 - Present
Ipsos Strategy3 2012 - 2015
NowWhat Research January 2011 - February 2012
y+r August 2006 - January 2011
Brand Architecture International 2004 - 2006
TBWA Paris 2001 - 2004
DMB&B London 2000 - 2001
Partners BDDH London 1998 - 2000
JWT 1995 - 1998
Schroders 1992 - 1995
Skills
Strategy, Market Research, Customer Insight, Integrated Marketing, Strategic Communications, Strategic Thinking, Digital Strategy, Brand Management, Brand Architecture, Marketing Research
Education
University of Cambridge
MA in History & Modern Languages
J. Walter Thompson Worldwide June 2015 - Present
Ipsos Strategy3 2012 - 2015
NowWhat Research January 2011 - February 2012
y+r August 2006 - January 2011
Brand Architecture International 2004 - 2006
TBWA Paris 2001 - 2004
DMB&B London 2000 - 2001
Partners BDDH London 1998 - 2000
JWT 1995 - 1998
Schroders 1992 - 1995
Skills
Strategy, Market Research, Customer Insight, Integrated Marketing, Strategic Communications, Strategic Thinking, Digital Strategy, Brand Management, Brand Architecture, Marketing Research
Education
University of Cambridge
MA in History & Modern Languages
Christopher Martens's Schroders Experience 1998 - 2001
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Northwestern Mutual January 2015 - May 2015
Clarksons December 2013 - May 2014
Canaccord Genuity Inc. November 2012 - October 2013
Oppenheimer & Co. March 2000 - November 2012
CIBC 2000 - 2007
Schroders 1998 - 2001
Skills
Series 24, Series 7, Series 63, Series 55, Equities, Equity Trading, Bloomberg, Securities, Trading, Trading Systems, Equity Research, Capital Markets, Hedge Funds, Mutual Funds, Fixed Income, Investments, Alternative Investments, Confidentiality, Capital Raising, Asset Management, Portfolio Management, FINRA, Financial Planning, Financial Services, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Bethpage High School 1991 — 1994
High school diploma
Merrill Lynch May 2015 - Present
Northwestern Mutual January 2015 - May 2015
Clarksons December 2013 - May 2014
Canaccord Genuity Inc. November 2012 - October 2013
Oppenheimer & Co. March 2000 - November 2012
CIBC 2000 - 2007
Schroders 1998 - 2001
Skills
Series 24, Series 7, Series 63, Series 55, Equities, Equity Trading, Bloomberg, Securities, Trading, Trading Systems, Equity Research, Capital Markets, Hedge Funds, Mutual Funds, Fixed Income, Investments, Alternative Investments, Confidentiality, Capital Raising, Asset Management, Portfolio Management, FINRA, Financial Planning, Financial Services, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Bethpage High School 1991 — 1994
High school diploma
Mary Moeller Mary Moeller's Schroders Experience September 1996 - March 1998
Job Licensing Product Manager at Hallmark Cards
Industry Consumer Goods
Experience
Hallmark Cards May 2014 - Present
Hallmark Cards July 2001 - Present
American Century Investments October 1998 - July 2001
Schroders September 1996 - March 1998
Skills
Consumer Products, Forecasting, Shopper Marketing, Customer Insight, P&L Management, Competitive Analysis, Cross-functional Team..., Retail, Merchandising, Pricing, Product Development, Income Statement, Essbase, Financial Analysis, Pricing Strategy, Budgets, Sales Management, Supply Chain, Brand Management
Education
University of Missouri-Kansas City 1999 — 2001
MBA
New Jersey City University 1992 — 1994
BA
Hallmark Cards May 2014 - Present
Hallmark Cards July 2001 - Present
American Century Investments October 1998 - July 2001
Schroders September 1996 - March 1998
Skills
Consumer Products, Forecasting, Shopper Marketing, Customer Insight, P&L Management, Competitive Analysis, Cross-functional Team..., Retail, Merchandising, Pricing, Product Development, Income Statement, Essbase, Financial Analysis, Pricing Strategy, Budgets, Sales Management, Supply Chain, Brand Management
Education
University of Missouri-Kansas City 1999 — 2001
MBA
New Jersey City University 1992 — 1994
BA
Josephine Geraci Josephine Geraci's Schroders Experience 1989 - 1991
Job Paying It Forward with Josephine Geraci at Toginet Talk Show Host
Industry Consumer Goods
Experience
Toginet Talk Show Host October 2009 - Present
My Mom Knows Best, Inc. 2005 - Present
Lionheart Research Inc. 1993 - 1997
Merrill Lynch 1993 - 1994
Pershing, Division of DLJ MBA Internship Program 1991 - 1993
Schroders 1989 - 1991
Merrill Lynch 1987 - 1989
Skills
Social Media Marketing, Marketing Strategy, Social Media, Social Networking, Online Advertising, Entrepreneurship, Marketing, SEO, Facebook, Public Relations, Customer Service, Advertising, Marketing Research, Brand Development, Online Marketing, Digital Media, Newsletters, New Business Development, Blogging, Integrated Marketing, Digital Marketing, Google Analytics, Market Research, Small Business, Copywriting, Public Speaking, Account Management, Research, E-commerce, Retail, WordPress, Email Marketing, Brand Management, Strategic Planning, Leadership, Business Strategy, Product Marketing, B2B, Team Building, Time Management, Product Development, Coaching, SEM, Marketing Communications, Sales Management, Event Planning, Business Development, Sales, Lead Generation, Graphic Design
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1990
MBA, Marketing
Saint John's University - Peter J. Tobin College of Business 1983 — 1986
Bachelor of Science (B.S.), Finance, General
St. Joseph's Hill Academy 1979 — 1983
St. Paul's Church
Grammer School, Grade 8
Toginet Talk Show Host October 2009 - Present
My Mom Knows Best, Inc. 2005 - Present
Lionheart Research Inc. 1993 - 1997
Merrill Lynch 1993 - 1994
Pershing, Division of DLJ MBA Internship Program 1991 - 1993
Schroders 1989 - 1991
Merrill Lynch 1987 - 1989
Skills
Social Media Marketing, Marketing Strategy, Social Media, Social Networking, Online Advertising, Entrepreneurship, Marketing, SEO, Facebook, Public Relations, Customer Service, Advertising, Marketing Research, Brand Development, Online Marketing, Digital Media, Newsletters, New Business Development, Blogging, Integrated Marketing, Digital Marketing, Google Analytics, Market Research, Small Business, Copywriting, Public Speaking, Account Management, Research, E-commerce, Retail, WordPress, Email Marketing, Brand Management, Strategic Planning, Leadership, Business Strategy, Product Marketing, B2B, Team Building, Time Management, Product Development, Coaching, SEM, Marketing Communications, Sales Management, Event Planning, Business Development, Sales, Lead Generation, Graphic Design
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1990
MBA, Marketing
Saint John's University - Peter J. Tobin College of Business 1983 — 1986
Bachelor of Science (B.S.), Finance, General
St. Joseph's Hill Academy 1979 — 1983
St. Paul's Church
Grammer School, Grade 8
Timothy Kellis Timothy Kellis's Schroders Experience June 1999 - June 2000
Job Regional Vice President at Primerica
Industry Financial Services
Experience
Primerica February 2012 - Present
The Marriage Education Center of Boca Raton January 2008 - February 2012
Stanford Group Company April 2004 - January 2008
Allianz June 2000 - October 2001
Schroders June 1999 - June 2000
Adams, Harkness & Hill January 1998 - June 1999
Daine, Rauscher, Wessels June 1995 - December 1997
ADC Telecom 1993 - 1994
DSC Communications (Now part of Alcatel) 1990 - 1992
AT&T 1985 - 1990
Skills
Telecommunications, Leadership, Blogging, Public Speaking, Investments, Sales, Entrepreneurship, Financial Modeling, Strategy, Business Development, Sales Operations, Strategic Planning, Market Research, Competitive Analysis, Management, Research, Project Management, Start-ups, Business Strategy, Program Management, Social Media Marketing, Marketing, CRM, Financial Services, Portfolio Management, Business Analysis, New Business Development, Consulting, Vendor Management, Management Consulting, Strategic Partnerships, Process Improvement, Marketing Strategy
Education
Southern Methodist University - Cox School of Business 1994 — 1996
MBA
University of Missouri-Columbia 1981 — 1985
BSME
Primerica February 2012 - Present
The Marriage Education Center of Boca Raton January 2008 - February 2012
Stanford Group Company April 2004 - January 2008
Allianz June 2000 - October 2001
Schroders June 1999 - June 2000
Adams, Harkness & Hill January 1998 - June 1999
Daine, Rauscher, Wessels June 1995 - December 1997
ADC Telecom 1993 - 1994
DSC Communications (Now part of Alcatel) 1990 - 1992
AT&T 1985 - 1990
Skills
Telecommunications, Leadership, Blogging, Public Speaking, Investments, Sales, Entrepreneurship, Financial Modeling, Strategy, Business Development, Sales Operations, Strategic Planning, Market Research, Competitive Analysis, Management, Research, Project Management, Start-ups, Business Strategy, Program Management, Social Media Marketing, Marketing, CRM, Financial Services, Portfolio Management, Business Analysis, New Business Development, Consulting, Vendor Management, Management Consulting, Strategic Partnerships, Process Improvement, Marketing Strategy
Education
Southern Methodist University - Cox School of Business 1994 — 1996
MBA
University of Missouri-Columbia 1981 — 1985
BSME
John Oleon John Oleon's Schroders Experience December 1998 - May 2000
Job VP Head of International Operations Fidelity
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Anthony Mallano Anthony Mallano's Schroders Experience 1996 - 1999
Job Senior Vice President at Lehman Brothers Holdings Inc.
Industry Investment Banking
Experience
Lehman Brothers Holdings Inc. January 2013 - Present
LAMCO LLC May 2010 - January 2013
Lehman Brothers Holdings, Inc December 2008 - May 2010
Barclays Capital September 2008 - October 2008
Lehman Brothers February 1999 - September 2008
Schroders 1996 - 1999
Schroder Wertheim 1996 - 1999
Skills
Cross-functional Team..., Risk Management, Strategy, Mergers, Project Management, Change Management, Process Improvement, Mergers & Acquisitions, Vendor Management, Enterprise Software, Leadership, Integration, Disaster Recovery, Software Development, Management, Contract Negotiation, IT Strategy, Strategic Planning, Business Development
Education
Marist College 1992 — 1996
Bachelor of Science (BS), Information Technology
Monsignor Farrell High School 1988 — 1992
Regents
Lehman Brothers Holdings Inc. January 2013 - Present
LAMCO LLC May 2010 - January 2013
Lehman Brothers Holdings, Inc December 2008 - May 2010
Barclays Capital September 2008 - October 2008
Lehman Brothers February 1999 - September 2008
Schroders 1996 - 1999
Schroder Wertheim 1996 - 1999
Skills
Cross-functional Team..., Risk Management, Strategy, Mergers, Project Management, Change Management, Process Improvement, Mergers & Acquisitions, Vendor Management, Enterprise Software, Leadership, Integration, Disaster Recovery, Software Development, Management, Contract Negotiation, IT Strategy, Strategic Planning, Business Development
Education
Marist College 1992 — 1996
Bachelor of Science (BS), Information Technology
Monsignor Farrell High School 1988 — 1992
Regents
Kevin McGlynn, CIMA® Kevin McGlynn, CIMA®'s Schroders Experience Vice President - Regional Director - Western USInnealta CapitalJanuary 2012 - July 2015
Job SubAdvisory Sales Director West at Schroders Investment Management
Industry Financial Services
Experience
Schroders Vice President - Regional Director - Western USInnealta CapitalJanuary 2012 - July 2015
Union Bank January 2009 - January 2012
MassMutual Financial Group 2006 - 2009
Smith Barney March 2006 - October 2006
Morgan Stanley October 2003 - December 2005
Education
San Diego State University-California State University 2003 — 2006
BA, International Economics
Chaminade College Prep
Schroders Vice President - Regional Director - Western USInnealta CapitalJanuary 2012 - July 2015
Union Bank January 2009 - January 2012
MassMutual Financial Group 2006 - 2009
Smith Barney March 2006 - October 2006
Morgan Stanley October 2003 - December 2005
Education
San Diego State University-California State University 2003 — 2006
BA, International Economics
Chaminade College Prep
Christopher Velez Christopher Velez's Schroders Experience April 2006 - November 2014
Job Vice President at Capital Dynamics
Industry Investment Management
Experience
Capital Dynamics November 2014 - Present
Schroders April 2006 - November 2014
Valenzuela Capital Partners October 2000 - December 2005
Education
Queens College
BA, Labor Relations / Economics
Capital Dynamics November 2014 - Present
Schroders April 2006 - November 2014
Valenzuela Capital Partners October 2000 - December 2005
Education
Queens College
BA, Labor Relations / Economics
RENE I-HSUAN CHEN RENE I-HSUAN CHEN's Schroders Experience January 2013 - May 2015
Job Finance MBA seeking for internships in financial services institutions.
Industry Investment Management
Experience
Schroders January 2013 - May 2015
Schroders July 2010 - January 2013
First Capital Management Inc. April 2010 - June 2010
Yuanta Funds August 2009 - January 2010
Crimson Asia Capital Holdings, Ltd. February 2008 - July 2009
NOSARK Management Consulting Co., Ltd October 2007 - January 2008
Skills
Asset Management, Equities, Bloomberg, Capital Markets, Financial Analysis, Microsoft Excel, Presentation Skills
Education
University of South Carolina - Darla Moore School of Business 2015 — 2017
International Master of Business Administration (IMBA), Finance, GPA 4.0 / 4.0
WALL STREET PREP Seminars 2015 — 2015
Financial Statement Analysis, Valuation and DCF Modeling in Excel
National Chengchi University 2003 — 2007
Bachelor’s Degree, Finance, Overall GPA 3.4 / 4.0 , Junior-Senior GPA 3.7 / 4.0
Schroders January 2013 - May 2015
Schroders July 2010 - January 2013
First Capital Management Inc. April 2010 - June 2010
Yuanta Funds August 2009 - January 2010
Crimson Asia Capital Holdings, Ltd. February 2008 - July 2009
NOSARK Management Consulting Co., Ltd October 2007 - January 2008
Skills
Asset Management, Equities, Bloomberg, Capital Markets, Financial Analysis, Microsoft Excel, Presentation Skills
Education
University of South Carolina - Darla Moore School of Business 2015 — 2017
International Master of Business Administration (IMBA), Finance, GPA 4.0 / 4.0
WALL STREET PREP Seminars 2015 — 2015
Financial Statement Analysis, Valuation and DCF Modeling in Excel
National Chengchi University 2003 — 2007
Bachelor’s Degree, Finance, Overall GPA 3.4 / 4.0 , Junior-Senior GPA 3.7 / 4.0
Bill Callahan, CFA Bill Callahan, CFA's Schroders Experience September 2014 - Present
Job Wealth Management Professional
Industry Financial Services
Experience
Schroders September 2014 - Present
Merrill Lynch July 2010 - September 2014
Merrill Lynch March 2009 - July 2010
Merrill Lynch July 2008 - December 2008
Skills
Series 7, Chartered Financial..., Series 66, Wealth Management, Relationship Management, Investments, Portfolio Management, Project Management, Project Planning, Process Engineering
Education
Mississippi State University 2003 — 2008
International Business, Finance
Mississippi State University 2003 — 2008
Foreign Language, German
Goethe Institute - Munich, Germany 2007 — 2007
Intensive German Language Immersion Course
Schroders September 2014 - Present
Merrill Lynch July 2010 - September 2014
Merrill Lynch March 2009 - July 2010
Merrill Lynch July 2008 - December 2008
Skills
Series 7, Chartered Financial..., Series 66, Wealth Management, Relationship Management, Investments, Portfolio Management, Project Management, Project Planning, Process Engineering
Education
Mississippi State University 2003 — 2008
International Business, Finance
Mississippi State University 2003 — 2008
Foreign Language, German
Goethe Institute - Munich, Germany 2007 — 2007
Intensive German Language Immersion Course
Clara Cheong Clara Cheong's Schroders Experience April 2010 - August 2010
Job U.S. Portfolio Construction, Chief Investment Office
Industry Banking
Experience
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase & Co. August 2011 - August 2014
Goldman Sachs January 2011 - July 2011
Schroders April 2010 - August 2010
Skills
Finance, Portfolio Management, Investment Management, Asset Management, Investment Advisory, Investment Strategies, Research, Valuation, Financial Analysis, Financial Markets, Financial Services, Bloomberg, Microsoft Excel, VBA, FactSet, Morningstar, Financial Modeling
Education
Singapore Management University 2007 — 2010
Bachelor’s Degree, Economics
Singapore Management University 2007 — 2010
Bachelor’s Degree, Business Management, Majored in Finance
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase & Co. August 2011 - August 2014
Goldman Sachs January 2011 - July 2011
Schroders April 2010 - August 2010
Skills
Finance, Portfolio Management, Investment Management, Asset Management, Investment Advisory, Investment Strategies, Research, Valuation, Financial Analysis, Financial Markets, Financial Services, Bloomberg, Microsoft Excel, VBA, FactSet, Morningstar, Financial Modeling
Education
Singapore Management University 2007 — 2010
Bachelor’s Degree, Economics
Singapore Management University 2007 — 2010
Bachelor’s Degree, Business Management, Majored in Finance
Randy Leiser's Schroders Experience 1987 - 1992
Job Vice President Finance, Information Systems and Administration at Dallas Symphony Orchestra
Industry Music
Experience
Dallas Symphony Orchestra 2009 - Present
Golden Creek Management and Capital, LLC 2006 - 2009
Kitty Hawk 2003 - 2005
American Airlines 1992 - 2002
Schroders 1987 - 1992
Ernst & Young 1980 - 1982
Skills
Mergers & Acquisitions, Finance, Corporate Finance, Management, Investment Banking, Strategic Planning, Budgets, Financial Analysis, Leadership, Process Improvement, Financial Modeling, Strategy, Acquisition Integration, Sarbanes-Oxley Act, Accounting
Education
University of Michigan Business School 1982 — 1984
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1977 — 1981
BSBA, Accounting
Dallas Symphony Orchestra 2009 - Present
Golden Creek Management and Capital, LLC 2006 - 2009
Kitty Hawk 2003 - 2005
American Airlines 1992 - 2002
Schroders 1987 - 1992
Ernst & Young 1980 - 1982
Skills
Mergers & Acquisitions, Finance, Corporate Finance, Management, Investment Banking, Strategic Planning, Budgets, Financial Analysis, Leadership, Process Improvement, Financial Modeling, Strategy, Acquisition Integration, Sarbanes-Oxley Act, Accounting
Education
University of Michigan Business School 1982 — 1984
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1977 — 1981
BSBA, Accounting
Kevin Bravo-Ferrer Kevin Bravo-Ferrer's Schroders Experience 2006 - 2007
Job Portfolio Manager at Pineapple Capital Management
Industry Investment Management
Experience
Pineapple Capital Management 2014 - Present
Fortess Investment Group 2011 - 2014
Credit Suisse 2007 - 2011
Schroders 2006 - 2007
Credit Suisse 2004 - 2006
US Naval Nuclear Propulsion Program (Naval Reactors) 1999 - 2004
Skills
Valuation, Financial Modeling, Investment Banking, Due Diligence, Financial Analysis, Strategy, Risk Management, Management, Capital Markets, Private Equity
Education
University of Maryland - Robert H. Smith School of Business
MBA
United States Naval Academy 1994 — 1998
BS
University of California, Berkeley 1993 — 1994
Accelerated High School Student Program - early admission and enrollment as a high school senior.
Miramonte High school 1991 — 1994
Pineapple Capital Management 2014 - Present
Fortess Investment Group 2011 - 2014
Credit Suisse 2007 - 2011
Schroders 2006 - 2007
Credit Suisse 2004 - 2006
US Naval Nuclear Propulsion Program (Naval Reactors) 1999 - 2004
Skills
Valuation, Financial Modeling, Investment Banking, Due Diligence, Financial Analysis, Strategy, Risk Management, Management, Capital Markets, Private Equity
Education
University of Maryland - Robert H. Smith School of Business
MBA
United States Naval Academy 1994 — 1998
BS
University of California, Berkeley 1993 — 1994
Accelerated High School Student Program - early admission and enrollment as a high school senior.
Miramonte High school 1991 — 1994
David Allen, CFA's Schroders Experience September 2014 - Present
Job Institutional Director at Schroders
Industry Financial Services
Experience
Schroders September 2014 - Present
Carepool, Inc. November 2012 - Present
AllianceBernstein January 2004 - November 2012
Abacus Payment Systems August 2000 - November 2003
Skills
Capital Markets, Asset Managment, Alternative Investments, Equities, Investments, Portfolio Management, Hedge Funds, Finance, Trading, Asset Management, Fixed Income, Options, Business Development, Venture Capital, Funding, Private Equity
Education
University of Pennsylvania 1983 — 1987
BA, Economics
The Hill School 1979 — 1983
Prep
Schroders September 2014 - Present
Carepool, Inc. November 2012 - Present
AllianceBernstein January 2004 - November 2012
Abacus Payment Systems August 2000 - November 2003
Skills
Capital Markets, Asset Managment, Alternative Investments, Equities, Investments, Portfolio Management, Hedge Funds, Finance, Trading, Asset Management, Fixed Income, Options, Business Development, Venture Capital, Funding, Private Equity
Education
University of Pennsylvania 1983 — 1987
BA, Economics
The Hill School 1979 — 1983
Prep
Chelsea Hopkins Chelsea Hopkins's Schroders Experience December 2012 - February 2013
Job Marketing Coordinator at Clip Interactive
Industry Marketing and Advertising
Experience
Clip Interactive April 2014 - Present
Office of Parent Relations August 2012 - May 2014
Schroders December 2012 - February 2013
University of Colorado Boulder May 2012 - August 2012
Boulder Valley Girls Youth Lacrosse March 2012 - June 2012
Skills
WordPress, Microsoft Excel, Web Content, Editing, Marketing, Social Media, Salesforce.com, Microsoft Word, Leadership, Public Speaking, Customer Service, Event Planning, Pinterest, Microsoft Publisher, Copy Editing, Copywriting, Social, Weebly, Squarespace, Custom Decks, Webinars, Social Media Marketing
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
University of Colorado at BoulderGraduating 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Trumbull High School 2006 — 2010
Clip Interactive April 2014 - Present
Office of Parent Relations August 2012 - May 2014
Schroders December 2012 - February 2013
University of Colorado Boulder May 2012 - August 2012
Boulder Valley Girls Youth Lacrosse March 2012 - June 2012
Skills
WordPress, Microsoft Excel, Web Content, Editing, Marketing, Social Media, Salesforce.com, Microsoft Word, Leadership, Public Speaking, Customer Service, Event Planning, Pinterest, Microsoft Publisher, Copy Editing, Copywriting, Social, Weebly, Squarespace, Custom Decks, Webinars, Social Media Marketing
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
University of Colorado at BoulderGraduating 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Trumbull High School 2006 — 2010
Mary Kay Duffy-Kemper Mary Kay Duffy-Kemper's Schroders Experience August 1995 - March 1997
Job Founding Artist/Lead Director
Industry Cosmetics
Experience
LimeLight by Alcone April 2014 - Present
Alcone at Home February 2013 - Present
J.P. Morgan May 2001 - October 2006
Bank of America January 1999 - May 2001
Paine Webber March 1997 - January 1999
Schroders August 1995 - March 1997
Skills
Sales, Marketing, Social Media Marketing, Strategic Planning, Marketing Strategy, Social Media, Customer Service, Sales Management, Advertising, Online Advertising, Social Networking, Direct Sales, Online Marketing, Integrated Marketing, Marketing Communications, Team Building, Public Speaking, Facebook, Event Planning, Budgets, Training
Education
Providence College 1991 — 1995
Liberal Arts, Marketing
LimeLight by Alcone April 2014 - Present
Alcone at Home February 2013 - Present
J.P. Morgan May 2001 - October 2006
Bank of America January 1999 - May 2001
Paine Webber March 1997 - January 1999
Schroders August 1995 - March 1997
Skills
Sales, Marketing, Social Media Marketing, Strategic Planning, Marketing Strategy, Social Media, Customer Service, Sales Management, Advertising, Online Advertising, Social Networking, Direct Sales, Online Marketing, Integrated Marketing, Marketing Communications, Team Building, Public Speaking, Facebook, Event Planning, Budgets, Training
Education
Providence College 1991 — 1995
Liberal Arts, Marketing
Emeric Chenebaux's Schroders Experience October 2011 - June 2012
Job Investment Analyst at BNP Paribas Investment Partners
Industry Investment Management
Experience
BNP Paribas Investment Partners July 2014 - Present
BNP Paribas Investment Partners May 2013 - May 2014
Schroders October 2011 - June 2012
Banque de France July 2010 - August 2010
American Express July 2009 - August 2009
IER July 2008 - July 2008
Skills
Financial Analysis, Portfolio Management, Private Placements, Fixed Income, LBO, Investments, CLO, Public Speaking, Bloomberg, Analyse financière, Banque d'investissement
Education
Université Panthéon Assas (Paris II) 2012 — 2013
Master 2, Banking and Financial Techniques, Honors
Université Paris Dauphine 2010 — 2011
Master 1, Finance, Honors
Université Paris Dauphine 2007 — 2010
Licence, Economy & Management
EABJM 2000 — 2007
Baccalaureate Scientific - option Maths, Honors
BNP Paribas Investment Partners July 2014 - Present
BNP Paribas Investment Partners May 2013 - May 2014
Schroders October 2011 - June 2012
Banque de France July 2010 - August 2010
American Express July 2009 - August 2009
IER July 2008 - July 2008
Skills
Financial Analysis, Portfolio Management, Private Placements, Fixed Income, LBO, Investments, CLO, Public Speaking, Bloomberg, Analyse financière, Banque d'investissement
Education
Université Panthéon Assas (Paris II) 2012 — 2013
Master 2, Banking and Financial Techniques, Honors
Université Paris Dauphine 2010 — 2011
Master 1, Finance, Honors
Université Paris Dauphine 2007 — 2010
Licence, Economy & Management
EABJM 2000 — 2007
Baccalaureate Scientific - option Maths, Honors
Jeff Menapace, CFA Jeff Menapace, CFA's Schroders Experience 2004 - 2008
Job Corporate Desk Analyst at R.W. Pressprich
Industry Financial Services
Experience
R.W. Pressprich April 2013 - Present
Wunderlich Securities 2010 - 2011
Jesup & Lamont 2008 - 2010
Schroders 2004 - 2008
BlackRock 1999 - 2003
Corning Incorporated 1996 - 1999
National Security Agency 1993 - 1996
USAF 46th Test Group 1989 - 1993
Skills
Fixed Income, Financial Modeling, Bonds, Bloomberg, Investments, Series 7, Credit, Credit Analysis, High Yield, Debt, Relative Value, Leveraged Finance, Financial Analysis, Excel, Research, Microsoft Office, Corporate Bonds, Visual Basic, VBA, PowerPoint, Software Development, Bloomberg API
Education
University of North Carolina at Wilmington 1998 — 1999
MBA
US Air Force Academy 1985 — 1989
BS, Electrical Engineering
R.W. Pressprich April 2013 - Present
Wunderlich Securities 2010 - 2011
Jesup & Lamont 2008 - 2010
Schroders 2004 - 2008
BlackRock 1999 - 2003
Corning Incorporated 1996 - 1999
National Security Agency 1993 - 1996
USAF 46th Test Group 1989 - 1993
Skills
Fixed Income, Financial Modeling, Bonds, Bloomberg, Investments, Series 7, Credit, Credit Analysis, High Yield, Debt, Relative Value, Leveraged Finance, Financial Analysis, Excel, Research, Microsoft Office, Corporate Bonds, Visual Basic, VBA, PowerPoint, Software Development, Bloomberg API
Education
University of North Carolina at Wilmington 1998 — 1999
MBA
US Air Force Academy 1985 — 1989
BS, Electrical Engineering
Jennifer Rau's Schroders Experience June 2014 - Present
Job Investment Support at Schroders Investment Management
Industry Investment Management
Experience
Schroders June 2014 - Present
TD June 2013 - August 2013
TD June 2012 - August 2012
Skills
Leadership, Finance, Microsoft Excel, Microsoft Word, Teamwork, Time Management, Credit Risk
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Finance/Economics
CIMBA 2012 — 2012
Finance/Economics
Schroders June 2014 - Present
TD June 2013 - August 2013
TD June 2012 - August 2012
Skills
Leadership, Finance, Microsoft Excel, Microsoft Word, Teamwork, Time Management, Credit Risk
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Finance/Economics
CIMBA 2012 — 2012
Finance/Economics
Rebecca Rakovsky's Schroders Experience August 2015 - Present
Job Mutual Fund Specialist at Schroders
Industry Financial Services
Experience
Schroders August 2015 - Present
U.S. Bank November 2013 - August 2015
HydroScientific West June 2012 - June 2013
College Works Painting February 2011 - September 2011
Skills
Customer Service, Sales Management, Microsoft Excel, Microsoft Office, Negotiation, PowerPoint, Time Management, Microsoft Word, Cold Calling, Social Media, Advertising, Sales, Salesforce.com, Direct Sales, Spanish, Facebook, QuickBooks, Qwikquote, Web Design, Aggressive Marketing, Hiring Employees, Estimates, On Screen Takeoff, Project Cost, CRM, Financial Analysis, Accounting, Email Marketing, Marketing, Outlook, Data Analysis, Finance
Education
University of California, San Diego 2009 — 2013
Bachelor of Science (B.S.), Economics and Mathematics
Schroders August 2015 - Present
U.S. Bank November 2013 - August 2015
HydroScientific West June 2012 - June 2013
College Works Painting February 2011 - September 2011
Skills
Customer Service, Sales Management, Microsoft Excel, Microsoft Office, Negotiation, PowerPoint, Time Management, Microsoft Word, Cold Calling, Social Media, Advertising, Sales, Salesforce.com, Direct Sales, Spanish, Facebook, QuickBooks, Qwikquote, Web Design, Aggressive Marketing, Hiring Employees, Estimates, On Screen Takeoff, Project Cost, CRM, Financial Analysis, Accounting, Email Marketing, Marketing, Outlook, Data Analysis, Finance
Education
University of California, San Diego 2009 — 2013
Bachelor of Science (B.S.), Economics and Mathematics
Shalini Ayre's Schroders Experience June 2001 - June 2005
Job Author/Book Reviewer/Blogger At Home
Industry Writing and Editing
Experience
At Home May 2010 - Present
Croydon Council January 2009 - April 2010
Croydon Council September 2006 - January 2009
Schroders June 2001 - June 2005
CPP 1997 - 1999
Skills
Management, Internal Communications, Budgets, Copywriting, Strategic Planning, Social Media, Team Management, Team Building, Customer Service, Project Management, Writing, Creative Writing, Microsoft Excel, Events, Social Media Marketing, Marketing, Event Management, Marketing Communications
Education
Institute of Leadership and Management 2009 — 2009
Certificate in First Line Management, Includes HR policy and procedures, Recruitment, Budget Management, Equality and Diversity
University of Greenwich 1995 — 1996
BA (Hons), Business Administration specialising in Marketing
At Home May 2010 - Present
Croydon Council January 2009 - April 2010
Croydon Council September 2006 - January 2009
Schroders June 2001 - June 2005
CPP 1997 - 1999
Skills
Management, Internal Communications, Budgets, Copywriting, Strategic Planning, Social Media, Team Management, Team Building, Customer Service, Project Management, Writing, Creative Writing, Microsoft Excel, Events, Social Media Marketing, Marketing, Event Management, Marketing Communications
Education
Institute of Leadership and Management 2009 — 2009
Certificate in First Line Management, Includes HR policy and procedures, Recruitment, Budget Management, Equality and Diversity
University of Greenwich 1995 — 1996
BA (Hons), Business Administration specialising in Marketing
Charlie Sullivan Charlie Sullivan's Schroders Experience October 2014 - Present
Job Internal Director at Schroders Investment Management
Industry Financial Services
Experience
Schroders October 2014 - Present
Putnam Investments June 2013 - July 2014
Putnam Investments January 2013 - May 2013
Education
Skidmore College 2008 — 2012
BA, Psychology, Economics
Schroders October 2014 - Present
Putnam Investments June 2013 - July 2014
Putnam Investments January 2013 - May 2013
Education
Skidmore College 2008 — 2012
BA, Psychology, Economics
David Ridgway David Ridgway's Schroders Experience 1996 - 2006
Job Head of Risk, North America for BNY Mellon Asset Management
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
Threadneedle Investments April 2013 - September 2013
BlackRock December 2009 - March 2013
BlackRock November 2006 - March 2013
Barclays Global Investors 2006 - 2009
Schroders 1996 - 2006
Price Waterhouse Coopers 1986 - June 1996
Skills
Operational Risk, Financial Risk, Operational Risk..., Hedge Funds, Auditing, Enterprise Risk..., Risk Management, Fixed Income, Market Risk, Derivatives, Corporate Governance, Financial Services, Credit, Insurance, Banking, Equities, Internal Audit, Investment Banking, Finance, Alternative Investments, Corporate Risk, Mergers & Acquisitions, Asset Management, Investments, Portfolio Management, Management
Education
University of Cambridge 1982 — 1985
BA, Economics
University of Cambridge 1982 — 1985
Economics, Economics
BNY Mellon October 2013 - Present
Threadneedle Investments April 2013 - September 2013
BlackRock December 2009 - March 2013
BlackRock November 2006 - March 2013
Barclays Global Investors 2006 - 2009
Schroders 1996 - 2006
Price Waterhouse Coopers 1986 - June 1996
Skills
Operational Risk, Financial Risk, Operational Risk..., Hedge Funds, Auditing, Enterprise Risk..., Risk Management, Fixed Income, Market Risk, Derivatives, Corporate Governance, Financial Services, Credit, Insurance, Banking, Equities, Internal Audit, Investment Banking, Finance, Alternative Investments, Corporate Risk, Mergers & Acquisitions, Asset Management, Investments, Portfolio Management, Management
Education
University of Cambridge 1982 — 1985
BA, Economics
University of Cambridge 1982 — 1985
Economics, Economics
Mike Kinney's Schroders Experience August 2007 - August 2009
Job Director
Industry Venture Capital & Private Equity
Experience
Capital Group LLC March 2010 - July 2014
Schwab Institutional February 2012 - October 2013
American Realty Capital August 2009 - March 2011
Schroders August 2007 - August 2009
Davis Advisors 2002 - 2007
Van Kampen Investments 1999 - 2002
Nuveen Investments 1997 - 1999
Skills
Private Equity, Venture Capital, Investments, Real Estate
Education
Wheaton College 1993 — 1994
Bachelor of Arts (B.A.), Economics
University of Kentucky
Capital Group LLC March 2010 - July 2014
Schwab Institutional February 2012 - October 2013
American Realty Capital August 2009 - March 2011
Schroders August 2007 - August 2009
Davis Advisors 2002 - 2007
Van Kampen Investments 1999 - 2002
Nuveen Investments 1997 - 1999
Skills
Private Equity, Venture Capital, Investments, Real Estate
Education
Wheaton College 1993 — 1994
Bachelor of Arts (B.A.), Economics
University of Kentucky
Frank Benassi Frank Benassi's Schroders Experience February 2014 - May 2014
Job Investment Writer at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors September 2014 - Present
Schroders February 2014 - May 2014
Interactive Data June 2013 - January 2014
TIAA-CREF July 2011 - November 2012
American Century Investments September 2008 - February 2011
Standard & Poor's June 2002 - August 2008
The McGraw-Hill Companies May 2000 - March 2002
Thomas Publishing Company 1985 - 1999
Skills
Financial Services, Internal Communications, Press Releases, Newsletters, Strategy, Investments, Web Content, Mutual Funds, Marketing Communications, Content Management, Management, Technical Writing, Project Management, Editing, Finance, Asset Management, Financial Writing, Blogging, Fixed Income, Equities, Thought Leadership, Investment Management, Marketing, Social Media, Leadership, Wealth Management, Real Estate
Education
Pace University 1979 — 1981
BA, Journalism
Westchester Community College 1977 — 1979
AA, Liberal Arts
Mount Saint Michael Academy
High School
Principal Global Investors September 2014 - Present
Schroders February 2014 - May 2014
Interactive Data June 2013 - January 2014
TIAA-CREF July 2011 - November 2012
American Century Investments September 2008 - February 2011
Standard & Poor's June 2002 - August 2008
The McGraw-Hill Companies May 2000 - March 2002
Thomas Publishing Company 1985 - 1999
Skills
Financial Services, Internal Communications, Press Releases, Newsletters, Strategy, Investments, Web Content, Mutual Funds, Marketing Communications, Content Management, Management, Technical Writing, Project Management, Editing, Finance, Asset Management, Financial Writing, Blogging, Fixed Income, Equities, Thought Leadership, Investment Management, Marketing, Social Media, Leadership, Wealth Management, Real Estate
Education
Pace University 1979 — 1981
BA, Journalism
Westchester Community College 1977 — 1979
AA, Liberal Arts
Mount Saint Michael Academy
High School
Richard Watt Richard Watt's Schroders Experience March 2003 - March 2007
Job MD at Epoch Investment Partners
Industry Financial Services
Experience
Epoch Investment Partners April 2007 - Present
Schroders March 2003 - March 2007
Credit Suisse 1998 - December 2002
BEA Associates May 1995 - March 1998
Gartmore March 1992 - April 1995
Kleinwort Benson May 1987 - March 1992
Lothian Regional Council July 1982 - April 1987
Skills
Equities, Emerging Markets, Investments, Asset Managment, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Securities, Equity Research, Derivatives, Mutual Funds, Asset Management, Bloomberg, Investment Management, Bonds, Trading, Valuation, Financial Services, Options, Hedge Funds, Management, Alternative Investments, Capital Markets
Education
The University of Edinburgh 1976 — 1980
MA, Politics and Modern History
Epoch Investment Partners April 2007 - Present
Schroders March 2003 - March 2007
Credit Suisse 1998 - December 2002
BEA Associates May 1995 - March 1998
Gartmore March 1992 - April 1995
Kleinwort Benson May 1987 - March 1992
Lothian Regional Council July 1982 - April 1987
Skills
Equities, Emerging Markets, Investments, Asset Managment, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Securities, Equity Research, Derivatives, Mutual Funds, Asset Management, Bloomberg, Investment Management, Bonds, Trading, Valuation, Financial Services, Options, Hedge Funds, Management, Alternative Investments, Capital Markets
Education
The University of Edinburgh 1976 — 1980
MA, Politics and Modern History
William Sauer William Sauer's Schroders Experience April 2007 - Present
Job Head of Investor Services at Schroders
Industry Investment Management
Experience
Schroders April 2007 - Present
Skills
Hedge Funds, Asset Management, Financial Services, Equities, Mutual Funds, Investments, Portfolio Management, Securities, Investment Management, Fixed Income
Education
Stonehill College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Schroders April 2007 - Present
Skills
Hedge Funds, Asset Management, Financial Services, Equities, Mutual Funds, Investments, Portfolio Management, Securities, Investment Management, Fixed Income
Education
Stonehill College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Kristine Bryan Kristine Bryan's Schroders Experience 1998 - 2002
Job Investor and Advisor
Industry Investment Management
Experience
Private Harbour Investment Management June 2014 - Present
Bessemer Trust March 2008 - February 2011
OppenheimerFunds March 2005 - January 2008
Schroders 1998 - 2002
Credit Suisse First Boston July 1995 - April 1997
SG Warburg (now UBS) March 1992 - June 1995
Education
Case Western Reserve University - Weatherhead School of Management 1987 — 1999
MBA
Miami University 1980 — 1984
BSBA
Laurel School
Prep
Private Harbour Investment Management June 2014 - Present
Bessemer Trust March 2008 - February 2011
OppenheimerFunds March 2005 - January 2008
Schroders 1998 - 2002
Credit Suisse First Boston July 1995 - April 1997
SG Warburg (now UBS) March 1992 - June 1995
Education
Case Western Reserve University - Weatherhead School of Management 1987 — 1999
MBA
Miami University 1980 — 1984
BSBA
Laurel School
Prep
Joe Gallo Joe Gallo's Schroders Experience 2000 - 2001
Job Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC 2010 - Present
Fortis Securities 2001 - October 2010
Schroders 2000 - 2001
Scotia Capital 1999 - 2000
Bear Stearns 1998 - 1999
Yamaichi Securities 1997 - 1998
Oppenheimer & Co. 1992 - 1997
Ernst & Co 1986 - 1992
Pershing 1985 - 1986
Skills
Reorganization, Buy ins, DTC, P&S, Margin, International Operations, Letters Of Credit, Securities Lending, Back Office, Dividends, Euroclear, Oasys, OCC, FINRA, Wall Street, Sophis, Commercial Paper, Corporate Actions, Global Custody, Repos, Collateral Management, Counterparty Risk, ETFs, Settlements, Settlement, Clearing, Straight Through..., Confirmations, SWIFT messaging, Deposits, Journal Entries, Month End, Physical Inventory, Reconciliations, Account Reconciliation, Invoice Processing, Audit Support, Intercompany, Year End Close, General Ledger..., Internal Reporting, Confirmation, Payments, Equities, Investment Banking, Capital Markets, Hedge Funds, Securities, Bloomberg, Auditing
Education
Syracuse University 1985 — 1988
BS, Forensic Psychology
St. Francis College 1984 — 1985
AD, Child Psychology
Cathedral College 1984 — 1984
Theology
Xaverian HS 1980 — 1984
Industrial and Commercial Bank of China (ICBC) Financial Services LLC 2010 - Present
Fortis Securities 2001 - October 2010
Schroders 2000 - 2001
Scotia Capital 1999 - 2000
Bear Stearns 1998 - 1999
Yamaichi Securities 1997 - 1998
Oppenheimer & Co. 1992 - 1997
Ernst & Co 1986 - 1992
Pershing 1985 - 1986
Skills
Reorganization, Buy ins, DTC, P&S, Margin, International Operations, Letters Of Credit, Securities Lending, Back Office, Dividends, Euroclear, Oasys, OCC, FINRA, Wall Street, Sophis, Commercial Paper, Corporate Actions, Global Custody, Repos, Collateral Management, Counterparty Risk, ETFs, Settlements, Settlement, Clearing, Straight Through..., Confirmations, SWIFT messaging, Deposits, Journal Entries, Month End, Physical Inventory, Reconciliations, Account Reconciliation, Invoice Processing, Audit Support, Intercompany, Year End Close, General Ledger..., Internal Reporting, Confirmation, Payments, Equities, Investment Banking, Capital Markets, Hedge Funds, Securities, Bloomberg, Auditing
Education
Syracuse University 1985 — 1988
BS, Forensic Psychology
St. Francis College 1984 — 1985
AD, Child Psychology
Cathedral College 1984 — 1984
Theology
Xaverian HS 1980 — 1984
Mamerto Aguilar Mamerto Aguilar's Schroders Experience July 1992 - April 1995
Job Entrepreneur, business architect, and deliverer of exceptional shareholder value
Industry Venture Capital & Private Equity
Experience
LônCH December 2000 - Present
InterX Technologies September 1998 - October 2000
Transformation Company May 1995 - September 1998
Schroders July 1992 - April 1995
International Gear Corporation September 1990 - April 1992
International Gear Corporation September 1989 - August 1990
McKinsey & Company September 1988 - August 1989
Skills
Start-ups, Venture Capital, Private Equity, Company Turnaround, Rapid Growth, Mergers and..., Strategy, Acquisition Integration, Integration, Turn Around Management, Business Modeling, Business Strategy, Funding, Marketing Strategy, Corporate Development, Strategic Partnerships, IPO, Investments, Telecommunications, Divestitures, M&A experience, Enterprise Software, Joint Ventures, Cross-functional Team..., Mergers, Valuation, Restructuring, Executive Management, Due Diligence, Acquisitions, Angel Investing, Finance, Entrepreneurship, Management Consulting, Strategic Planning, Corporate Finance, Emerging Markets, Leadership, Energy, Strategic Consulting, Venture Financing, Business Process, Management, Mergers & Acquisitions, International Business, Capital, Business Valuation, LBO, Private Placements, Project Finance
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Operations Research
University of Illinois at Chicago 1987 — 1991
PhD, Computer Science and Engineering
University of Illinois at Chicago 1981 — 1985
BS, Electrical Engineering
Philippine Science High School 1966 — 1971
LônCH December 2000 - Present
InterX Technologies September 1998 - October 2000
Transformation Company May 1995 - September 1998
Schroders July 1992 - April 1995
International Gear Corporation September 1990 - April 1992
International Gear Corporation September 1989 - August 1990
McKinsey & Company September 1988 - August 1989
Skills
Start-ups, Venture Capital, Private Equity, Company Turnaround, Rapid Growth, Mergers and..., Strategy, Acquisition Integration, Integration, Turn Around Management, Business Modeling, Business Strategy, Funding, Marketing Strategy, Corporate Development, Strategic Partnerships, IPO, Investments, Telecommunications, Divestitures, M&A experience, Enterprise Software, Joint Ventures, Cross-functional Team..., Mergers, Valuation, Restructuring, Executive Management, Due Diligence, Acquisitions, Angel Investing, Finance, Entrepreneurship, Management Consulting, Strategic Planning, Corporate Finance, Emerging Markets, Leadership, Energy, Strategic Consulting, Venture Financing, Business Process, Management, Mergers & Acquisitions, International Business, Capital, Business Valuation, LBO, Private Placements, Project Finance
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Operations Research
University of Illinois at Chicago 1987 — 1991
PhD, Computer Science and Engineering
University of Illinois at Chicago 1981 — 1985
BS, Electrical Engineering
Philippine Science High School 1966 — 1971
Sam Klein's Schroders Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - August 2015
Schroders June 2014 - August 2014
Nomura June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Analysis, Social Media Marketing, Speech Writing, Financial Analysis, Fundraising, Start-ups, Finance, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Ridge High School 2008 — 2012
Guggenheim Partners June 2015 - August 2015
Schroders June 2014 - August 2014
Nomura June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Analysis, Social Media Marketing, Speech Writing, Financial Analysis, Fundraising, Start-ups, Finance, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Ridge High School 2008 — 2012
Camille Coward's Schroders Experience December 2013 - March 2015
Job Field Education Manager at DevaCurl
Industry Consumer Goods
Experience
Schroders December 2013 - March 2015
Louis Vuitton Moet Hennessey 2013 - 2013
L'Oréal, Matrix 2011 - 2012
Marketing Consultant 2010 - 2011
AIG 2006 - 2010
Domini Social Investments 2002 - 2006
Skills
Internal & External..., Marketing Communications, Marketing Management, Marketing Strategy, Brand Implementation, Corporate Events, Events Coordination, Strategic Planning, Event Planning, Corporate Branding, Media Relations, Global Marketing, Global Business..., Public Relations, Event Management, Intercultural..., Product Marketing, Email Marketing, Internal Communications, High Net Worth..., Content Strategy, Integrated Marketing, Thought Leadership, Content Development, Marketing, Advertising, Corporate Communications
Education
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Administration (BBA)
Brooklyn Technical High School 1993 — 1997
Schroders December 2013 - March 2015
Louis Vuitton Moet Hennessey 2013 - 2013
L'Oréal, Matrix 2011 - 2012
Marketing Consultant 2010 - 2011
AIG 2006 - 2010
Domini Social Investments 2002 - 2006
Skills
Internal & External..., Marketing Communications, Marketing Management, Marketing Strategy, Brand Implementation, Corporate Events, Events Coordination, Strategic Planning, Event Planning, Corporate Branding, Media Relations, Global Marketing, Global Business..., Public Relations, Event Management, Intercultural..., Product Marketing, Email Marketing, Internal Communications, High Net Worth..., Content Strategy, Integrated Marketing, Thought Leadership, Content Development, Marketing, Advertising, Corporate Communications
Education
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Administration (BBA)
Brooklyn Technical High School 1993 — 1997
Arnold Chu's Schroders Experience 2000 - 2004
Job Principal Examiner at Federal Housing and Finance Agency
Industry Financial Services
Experience
Federal Housing and Finance Agency April 2011 - Present
Asian Financial Society 1998 - Present
OTS US Department of Treasury 2010 - 2011
GMAC ResCap February 2005 - November 2008
Schroders 2000 - 2004
Bear Stearns 1992 - 2000
GAT 1988 - 1992
Allied-Signal TSD 1981 - 1988
Bell Laboratories 1978 - 1980
MIT Architecture Machine Group - presursor to MIT Media Lab 1977 - 1978
Skills
ABS, ALM, CMBS, Fixed Income, Capital Markets, Subprime, Derivatives, MBS, Portfolio Management, Credit Risk, Valuation, Cantonese, Financial Modeling, Risk Management, Financial Risk, Structured Products, Equities, Market Risk, Securitization, Hedge Funds, Financial Regulation, Strategic Communications, Banking, Mortgage Banking, Alternative Investments, Corporate Governance, Insurance, Trading, Credit, Investment Banking, Finance, Corporate Finance, Securities, Asset Management, Analysis, Financial Analysis, Investments, Strategy
Education
University of California, Berkeley 1978 — 1979
MS, Electrical Engineering & Computer Science
Massachusetts Institute of Technology 1974 — 1978
BS, Electrical Engineering & Computer Science
Federal Housing and Finance Agency April 2011 - Present
Asian Financial Society 1998 - Present
OTS US Department of Treasury 2010 - 2011
GMAC ResCap February 2005 - November 2008
Schroders 2000 - 2004
Bear Stearns 1992 - 2000
GAT 1988 - 1992
Allied-Signal TSD 1981 - 1988
Bell Laboratories 1978 - 1980
MIT Architecture Machine Group - presursor to MIT Media Lab 1977 - 1978
Skills
ABS, ALM, CMBS, Fixed Income, Capital Markets, Subprime, Derivatives, MBS, Portfolio Management, Credit Risk, Valuation, Cantonese, Financial Modeling, Risk Management, Financial Risk, Structured Products, Equities, Market Risk, Securitization, Hedge Funds, Financial Regulation, Strategic Communications, Banking, Mortgage Banking, Alternative Investments, Corporate Governance, Insurance, Trading, Credit, Investment Banking, Finance, Corporate Finance, Securities, Asset Management, Analysis, Financial Analysis, Investments, Strategy
Education
University of California, Berkeley 1978 — 1979
MS, Electrical Engineering & Computer Science
Massachusetts Institute of Technology 1974 — 1978
BS, Electrical Engineering & Computer Science
Julián De La Cuesta's Schroders Experience May 2014 - Present
Job Offshore Sales Director at Schroders
Industry Financial Services
Experience
Schroders May 2014 - Present
Schroders March 2008 - April 2014
Citigroup November 2004 - February 2008
Smith Barney 2007 - 2007
Citibank, N.A. January 2001 - October 2004
Skills
Banking, Cross Selling, Alternative Investments, Portfolio Management, Foreign Languages, Investments, Asset Management, Asset Allocation, Mutual Funds, New Business Development, Management, Financial Analysis, Bloomberg, Financial Services, Emerging Markets, Finance, Fixed Income, Private Banking
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2006
Bachelor of Science, Management
Universidad del Valle (CO) 1995 — 1998
Economics
3rd Logistics Battalion; Colombian Army 1994 — 1995
PFC, Mandatory Military Service - Logistics
Schroders May 2014 - Present
Schroders March 2008 - April 2014
Citigroup November 2004 - February 2008
Smith Barney 2007 - 2007
Citibank, N.A. January 2001 - October 2004
Skills
Banking, Cross Selling, Alternative Investments, Portfolio Management, Foreign Languages, Investments, Asset Management, Asset Allocation, Mutual Funds, New Business Development, Management, Financial Analysis, Bloomberg, Financial Services, Emerging Markets, Finance, Fixed Income, Private Banking
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2006
Bachelor of Science, Management
Universidad del Valle (CO) 1995 — 1998
Economics
3rd Logistics Battalion; Colombian Army 1994 — 1995
PFC, Mandatory Military Service - Logistics
Stephen Cusic's Schroders Experience 1997 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
Smith Barney September 1997 - February 2006
Schroders 1997 - 2001
Merrill Lynch 1995 - 1997
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
Union College 1990 — 1994
BA, Economics
Smith Barney September 1997 - February 2006
Schroders 1997 - 2001
Merrill Lynch 1995 - 1997
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
Union College 1990 — 1994
BA, Economics
Nicole Masse's Schroders Experience 1997 - 2000
Job VP at BIDS Trading
Industry Financial Services
Experience
BIDS Trading December 2006 - Present
Morgan Stanley September 2004 - December 2006
Morgan Stanley December 2000 - September 2004
Schroders 1997 - 2000
Education
University of Rhode Island 1992 — 1996
BIDS Trading December 2006 - Present
Morgan Stanley September 2004 - December 2006
Morgan Stanley December 2000 - September 2004
Schroders 1997 - 2000
Education
University of Rhode Island 1992 — 1996
Julie R. Mandell's Schroders Experience March 2014 - Present
Job Fixed Income Client Portfolio Manager at Schroders
Industry Financial Services
Experience
Schroders March 2014 - Present
AllianceBernstein August 2009 - February 2014
AllianceBernstein March 1996 - December 2009
Sanford C. Bernstein 1996 - 2000
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
Union College 1991 — 1995
Schroders March 2014 - Present
AllianceBernstein August 2009 - February 2014
AllianceBernstein March 1996 - December 2009
Sanford C. Bernstein 1996 - 2000
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
Union College 1991 — 1995
Lisa Hornby, CFA's Schroders Experience May 2013 - Present
Job Portfolio Manager at Schroders Investment Management
Industry Investment Management
Experience
Schroders May 2013 - Present
Schroders January 2012 - May 2013
Schroders September 2010 - December 2011
Barclays Capital June 2007 - 2010
Barclays Capital June 2006 - August 2006
Skills
Fixed Income, Alternative Investments, Bloomberg, Portfolio Management, Structured Products, Finance, Investments, Product Control, Trading, Derivatives, Capital Markets, Asset Management, Investment Banking
Education
Rutgers University-New Brunswick 2003 — 2007
BA, Economics
Schroders May 2013 - Present
Schroders January 2012 - May 2013
Schroders September 2010 - December 2011
Barclays Capital June 2007 - 2010
Barclays Capital June 2006 - August 2006
Skills
Fixed Income, Alternative Investments, Bloomberg, Portfolio Management, Structured Products, Finance, Investments, Product Control, Trading, Derivatives, Capital Markets, Asset Management, Investment Banking
Education
Rutgers University-New Brunswick 2003 — 2007
BA, Economics
Christopher Herkins's Schroders Experience November 1998 - January 2000
Job Fixed income trader at Federated Investors
Industry Financial Services
Experience
Federated Investors May 2012 - Present
Citi March 2009 - May 2012
Citi April 2008 - April 2009
Citi September 2005 - April 2008
Citigroup January 2000 - September 2005
Schroders November 1998 - January 2000
Skills
Series 3, Series 4, Series 7, Series 24, Series 55, Series 63
Education
University of Pittsburgh 1995 — 1998
West Chester University of Pennsylvania 1993 — 1995
Federated Investors May 2012 - Present
Citi March 2009 - May 2012
Citi April 2008 - April 2009
Citi September 2005 - April 2008
Citigroup January 2000 - September 2005
Schroders November 1998 - January 2000
Skills
Series 3, Series 4, Series 7, Series 24, Series 55, Series 63
Education
University of Pittsburgh 1995 — 1998
West Chester University of Pennsylvania 1993 — 1995
Richard Oh's Schroders Experience 1995 - 1996
Job Partner at Rockdale Partners
Industry Investment Banking
Experience
Rockdale Partners March 2015 - Present
Berenson & Company, LLC June 1998 - March 2015
Salomon Smith Barney 1996 - 1998
Schroders 1995 - 1996
Wertheim Schroder 1993 - 1995
Skills
Capital Markets, Corporate Finance, Financial Modeling, Hedge Funds, Investment Banking, Investments, Due Diligence, LBO, Mergers, Mergers, Private Equity, Valuation, Financial Analysis
Education
University of Pennsylvania 1988 — 1993
BSEcon, BSMechEng, Finance, Mechanical Engineering
Rockdale Partners March 2015 - Present
Berenson & Company, LLC June 1998 - March 2015
Salomon Smith Barney 1996 - 1998
Schroders 1995 - 1996
Wertheim Schroder 1993 - 1995
Skills
Capital Markets, Corporate Finance, Financial Modeling, Hedge Funds, Investment Banking, Investments, Due Diligence, LBO, Mergers, Mergers, Private Equity, Valuation, Financial Analysis
Education
University of Pennsylvania 1988 — 1993
BSEcon, BSMechEng, Finance, Mechanical Engineering
Richard Beales's Schroders Experience 1992 - 2000
Job Assistant Editor, Breakingviews at Thomson Reuters
Industry Online Media
Experience
Thomson Reuters December 2009 - Present
Breakingviews.com August 2007 - December 2009
Financial Times 2005 - 2007
Citigroup 2000 - 2001
Schroders 1992 - 2000
Skills
Business Journalism, Corporate Finance, Financial Analysis, Editorial, News Writing
Education
New York University 2003 — 2005
MA/Cert, Business and Economic Reporting
University of Cambridge 1986 — 1989
MA, Biochemistry
Thomson Reuters December 2009 - Present
Breakingviews.com August 2007 - December 2009
Financial Times 2005 - 2007
Citigroup 2000 - 2001
Schroders 1992 - 2000
Skills
Business Journalism, Corporate Finance, Financial Analysis, Editorial, News Writing
Education
New York University 2003 — 2005
MA/Cert, Business and Economic Reporting
University of Cambridge 1986 — 1989
MA, Biochemistry
James Longo's Schroders Experience 1992 - 2000
Job VP of Technology Development Software Engineering
Industry Financial Services
Experience
Curex Group LLC February 2011 - Present
Citi August 2003 - February 2011
Merrill Lynch October 2005 - August 2007
State Street Bank 2000 - 2003
Schroders 1992 - 2000
Optimark Technologies, Inc 1998 - 1999
MarketVision Inc. 1996 - 1998
Skills
Equities, Trading Systems, FX Options, Electronic Trading, Software Project..., Software Engineering, Foreign Exchange, Market Data, Agile Methodologies, Swaps, GUI, Derivatives, .NET, Trading, Risk Management, Fixed Income, Distributed Systems, C++, C, C#, Device Drivers, Capital Markets, Software Development, SDLC, Microsoft SQL Server, SQL, Low Latency
Education
Pace University 1987 — 1991
BS, Computer Science
Curex Group LLC February 2011 - Present
Citi August 2003 - February 2011
Merrill Lynch October 2005 - August 2007
State Street Bank 2000 - 2003
Schroders 1992 - 2000
Optimark Technologies, Inc 1998 - 1999
MarketVision Inc. 1996 - 1998
Skills
Equities, Trading Systems, FX Options, Electronic Trading, Software Project..., Software Engineering, Foreign Exchange, Market Data, Agile Methodologies, Swaps, GUI, Derivatives, .NET, Trading, Risk Management, Fixed Income, Distributed Systems, C++, C, C#, Device Drivers, Capital Markets, Software Development, SDLC, Microsoft SQL Server, SQL, Low Latency
Education
Pace University 1987 — 1991
BS, Computer Science
Kimberly Barrow's Schroders Experience September 2010 - September 2011
Job Program Management Office Manager Randstad Technologies
Industry Management Consulting
Experience
Randstad Technologies US December 2014 - Present
Real Foundations, Inc. April 2006 - December 2014
Post Properties 2013 - July 2014
Cousins Realty 2012 - 2012
Invesco 2011 - 2012
Schroders September 2010 - September 2011
AEW Capital Management 2009 - 2009
CBRE 2008 - 2009
Small Business Administration _ODA 2005 - 2006
Skills
Yardi, Real Estate, Real Estate Economics, Property Management, Commercial Real Estate, Lease Administration, Project Management, Real Estate Financing, Due Diligence, Real Estate Development, Leases, Real Estate Transactions, Process Improvement, Business Analysis, Asset Management, Corporate Real Estate, Asset Managment, JD Edwards, Contract Negotiation, Contract Law, Legal Advice, Legal Issues, Legal Compliance, Legal Documentation, Management Consulting, Strategic Planning, Consulting, Business Process..., Management, Analysis
Education
Saint Louis University School of Public Health 2003 — 2005
Master of Business Administration (M.B.A.), Master in Health Administration, Graduated with Distinction, May ‘05
Saint Louis University School of Law 2001 — 2005
Juris Doctor (J.D.), Concentration in Health Law
Randstad Technologies US December 2014 - Present
Real Foundations, Inc. April 2006 - December 2014
Post Properties 2013 - July 2014
Cousins Realty 2012 - 2012
Invesco 2011 - 2012
Schroders September 2010 - September 2011
AEW Capital Management 2009 - 2009
CBRE 2008 - 2009
Small Business Administration _ODA 2005 - 2006
Skills
Yardi, Real Estate, Real Estate Economics, Property Management, Commercial Real Estate, Lease Administration, Project Management, Real Estate Financing, Due Diligence, Real Estate Development, Leases, Real Estate Transactions, Process Improvement, Business Analysis, Asset Management, Corporate Real Estate, Asset Managment, JD Edwards, Contract Negotiation, Contract Law, Legal Advice, Legal Issues, Legal Compliance, Legal Documentation, Management Consulting, Strategic Planning, Consulting, Business Process..., Management, Analysis
Education
Saint Louis University School of Public Health 2003 — 2005
Master of Business Administration (M.B.A.), Master in Health Administration, Graduated with Distinction, May ‘05
Saint Louis University School of Law 2001 — 2005
Juris Doctor (J.D.), Concentration in Health Law
Kimberly Blass Roy's Schroders Experience August 1997 - December 1999
Job Managing Director at Legg Mason
Industry Financial Services
Experience
Legg Mason December 1999 - Present
Schroders August 1997 - December 1999
OppenheimerFunds August 1996 - February 1998
Skills
Series 7, Series 63, Series 24
Education
Providence College 1991 — 1995
Legg Mason December 1999 - Present
Schroders August 1997 - December 1999
OppenheimerFunds August 1996 - February 1998
Skills
Series 7, Series 63, Series 24
Education
Providence College 1991 — 1995
Raymond Niles's Schroders Experience 1997 - 2000
Job Owner, RCNiles Capital, LLC
Industry Investment Management
Experience
RCNiles Capital, LLC 2003 - Present
Citigroup 2000 - 2003
Schroders 1997 - 2000
Salomon Smith Barney 1995 - 1997
Goldman Sachs 1994 - 1995
Skills
Equities, Energy, Power Generation, Hedge Funds, Capital Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & Economics
University of Florida
B.A., Economics
RCNiles Capital, LLC 2003 - Present
Citigroup 2000 - 2003
Schroders 1997 - 2000
Salomon Smith Barney 1995 - 1997
Goldman Sachs 1994 - 1995
Skills
Equities, Energy, Power Generation, Hedge Funds, Capital Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & Economics
University of Florida
B.A., Economics
Dennis Kwok's Schroders Experience January 1979 - October 1993
Job SVP & Treasurer at Cathay Bank
Industry Banking
Experience
Cathay Bank June 1999 - Present
UBS Investment Bank 1993 - 1995
Schroders January 1979 - October 1993
Skills
Banking, Derivatives, Risk Management, Portfolio Management, Bonds, Cash Management, Fixed Income, Commercial Banking, Treasury Management, Loans, Capital Markets, FX Options, Credit Analysis, Equities, Credit Risk, Structured Finance, Foreign Exchange, Financial Risk, Investments, Retail Banking, Asset Management, Finance, Securities, Financial Modeling, Corporate Finance, Mutual Funds
Education
University of Alberta
Cathay Bank June 1999 - Present
UBS Investment Bank 1993 - 1995
Schroders January 1979 - October 1993
Skills
Banking, Derivatives, Risk Management, Portfolio Management, Bonds, Cash Management, Fixed Income, Commercial Banking, Treasury Management, Loans, Capital Markets, FX Options, Credit Analysis, Equities, Credit Risk, Structured Finance, Foreign Exchange, Financial Risk, Investments, Retail Banking, Asset Management, Finance, Securities, Financial Modeling, Corporate Finance, Mutual Funds
Education
University of Alberta
Deirdre Flynn's Schroders Experience July 1999 - May 2000
Job at J.P. Morgan Chase
Industry Human Resources
Experience
JPMorgan Chase August 2013 - Present
Citi December 2011 - August 2013
Citi March 2008 - November 2011
Citi July 2007 - March 2008
Citi July 2002 - June 2007
Citi May 2000 - June 2002
Schroders July 1999 - May 2000
New York Public Library July 1997 - June 1999
J.Crew August 1996 - July 1997
Skills
Change Management, Financial Services, Project Management, Talent Management, Performance Management, Compensation Strategies, Organizational Design, Employee Relations, HRIS, Leadership, Human Resources, Recruiting, Workforce Planning
Education
University of Scranton 1992 — 1996
Bachelor of Science (B.S.), Business Management
JPMorgan Chase August 2013 - Present
Citi December 2011 - August 2013
Citi March 2008 - November 2011
Citi July 2007 - March 2008
Citi July 2002 - June 2007
Citi May 2000 - June 2002
Schroders July 1999 - May 2000
New York Public Library July 1997 - June 1999
J.Crew August 1996 - July 1997
Skills
Change Management, Financial Services, Project Management, Talent Management, Performance Management, Compensation Strategies, Organizational Design, Employee Relations, HRIS, Leadership, Human Resources, Recruiting, Workforce Planning
Education
University of Scranton 1992 — 1996
Bachelor of Science (B.S.), Business Management
Craig Rottenberg's Schroders Experience 1995 - 1997
Job President, Long's Jewelers
Industry Retail
Experience
Long's Jewelers February 2005 - Present
ProfitLogic September 2003 - March 2005
Merlin-Net 1999 - 2001
Hampshire Equity Partners (fmly ING Equity Partners) 1997 - 1999
Schroders 1995 - 1997
Skills
Retail, Luxury Goods, Marketing, Inbound Marketing, Jewelry, Start-ups, Social Media Marketing, Email Marketing, Entrepreneurship, Merchandising, Sales, Business Development, Marketing Strategy, Management, Strategic Planning, E-commerce, Business Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.S.), Economics
Long's Jewelers February 2005 - Present
ProfitLogic September 2003 - March 2005
Merlin-Net 1999 - 2001
Hampshire Equity Partners (fmly ING Equity Partners) 1997 - 1999
Schroders 1995 - 1997
Skills
Retail, Luxury Goods, Marketing, Inbound Marketing, Jewelry, Start-ups, Social Media Marketing, Email Marketing, Entrepreneurship, Merchandising, Sales, Business Development, Marketing Strategy, Management, Strategic Planning, E-commerce, Business Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.S.), Economics
Albert Beltrano's Schroders Experience October 2004 - March 2009
Job Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse September 2010 - Present
Jefferies & Company June 2009 - September 2010
Schroders October 2004 - March 2009
JP MORGAN CHASE & COMPANY November 1997 - October 2004
Mentor Tech August 1995 - November 1997
Skills
Active Directory, Blackberry
Education
NYIT 2000 — 2000
Master's Degree, Educational/Instructional Technology, 4.0
State University of New York College at Oswego 1989 — 1994
B.S, Technology Education
Credit Suisse September 2010 - Present
Jefferies & Company June 2009 - September 2010
Schroders October 2004 - March 2009
JP MORGAN CHASE & COMPANY November 1997 - October 2004
Mentor Tech August 1995 - November 1997
Skills
Active Directory, Blackberry
Education
NYIT 2000 — 2000
Master's Degree, Educational/Instructional Technology, 4.0
State University of New York College at Oswego 1989 — 1994
B.S, Technology Education
Bill Barnes, CFA's Schroders Experience 1994 - 2002
Job Head of Marketing at Five Ten Capital
Industry Financial Services
Experience
Five Ten Capital June 2013 - Present
Neuberger Berman July 2010 - February 2013
Janus Capital Group September 2008 - July 2010
AXA Rosenberg 2002 - 2008
Schroders 1994 - 2002
United States Marine Corps August 1981 - February 1986
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Series 7, Private Equity, Institutional, Bonds, Series 63, Asset Managment, Investment Strategies, Fixed Income, Equities, Strategy, Leadership, Investment Management, Asset Allocation, Asset Management, Investments, Institutional..., Investor Relations, Mutual Funds, Equity Research, Emerging Markets, Bloomberg
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1987
MBA, Finance
Five Ten Capital June 2013 - Present
Neuberger Berman July 2010 - February 2013
Janus Capital Group September 2008 - July 2010
AXA Rosenberg 2002 - 2008
Schroders 1994 - 2002
United States Marine Corps August 1981 - February 1986
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Series 7, Private Equity, Institutional, Bonds, Series 63, Asset Managment, Investment Strategies, Fixed Income, Equities, Strategy, Leadership, Investment Management, Asset Allocation, Asset Management, Investments, Institutional..., Investor Relations, Mutual Funds, Equity Research, Emerging Markets, Bloomberg
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1987
MBA, Finance
Linda Shapiro's Schroders Experience June 1997 - March 2000
Job Compliance Officer specializing in Equity Trading
Industry Financial Services
Experience
H & R Block January 2009 - Present
AllianceBernstein May 2002 - June 2008
member of Midtown Regulatory Group 1997 - 2008
CIBC World Markets March 2000 - October 2001
Schroders June 1997 - March 2000
FINRA 1994 - 1997
Skills
Internal Controls, Securities, Equity Trading, Finance, Short Sales, Risk Management, Series 7, Financial Services, Investments, Hedge Funds, Financial Risk, Auditing, Due Diligence, Capital Markets, Trading, AML, Equities, Options, Banking, FINRA, Accounting, Mutual Funds, Tax, Asset Management, Fixed Income, Series 63
Education
State University of New York College at Oneonta
BS, Elementary Education
State University of New York College at Oswego
Accounting
W C Mepham High in Merrick
H & R Block January 2009 - Present
AllianceBernstein May 2002 - June 2008
member of Midtown Regulatory Group 1997 - 2008
CIBC World Markets March 2000 - October 2001
Schroders June 1997 - March 2000
FINRA 1994 - 1997
Skills
Internal Controls, Securities, Equity Trading, Finance, Short Sales, Risk Management, Series 7, Financial Services, Investments, Hedge Funds, Financial Risk, Auditing, Due Diligence, Capital Markets, Trading, AML, Equities, Options, Banking, FINRA, Accounting, Mutual Funds, Tax, Asset Management, Fixed Income, Series 63
Education
State University of New York College at Oneonta
BS, Elementary Education
State University of New York College at Oswego
Accounting
W C Mepham High in Merrick
Gretchen Carson's Schroders Experience May 2005 - April 2006
Job EA to Chief Information Officer at KPMG LLP
Industry Marketing and Advertising
Experience
KPMG LLP October 2013 - Present
KPMG LLP (Contractor) February 2013 - October 2013
Infogroup October 2010 - August 2012
FGIC May 2006 - October 2010
Schroders May 2005 - April 2006
Natexis Bleichroeder July 2003 - March 2005
American Express July 2000 - July 2003
Education
State University of New York at Stony Brook 1997 — 2000
Bachelor of Science (BS), Psychology
KPMG LLP October 2013 - Present
KPMG LLP (Contractor) February 2013 - October 2013
Infogroup October 2010 - August 2012
FGIC May 2006 - October 2010
Schroders May 2005 - April 2006
Natexis Bleichroeder July 2003 - March 2005
American Express July 2000 - July 2003
Education
State University of New York at Stony Brook 1997 — 2000
Bachelor of Science (BS), Psychology
Christopher Ander's Schroders Experience September 2010 - Present
Job Sales Director at Schroders
Industry Investment Management
Experience
Schroders September 2010 - Present
Van Kampen Investments 2004 - 2010
Uptown Bucks January 2003 - May 2004
Skills
Series 7, Asset Allocation, Mutual Funds, Asset Management, Investments, Alternative Investments, Investment Strategies, Series 63, Hedge Funds, Separately Managed..., Securities
Education
Miami University 2000 — 2003
BS - Marketing, Marketing
Downers Grove North High School
Schroders September 2010 - Present
Van Kampen Investments 2004 - 2010
Uptown Bucks January 2003 - May 2004
Skills
Series 7, Asset Allocation, Mutual Funds, Asset Management, Investments, Alternative Investments, Investment Strategies, Series 63, Hedge Funds, Separately Managed..., Securities
Education
Miami University 2000 — 2003
BS - Marketing, Marketing
Downers Grove North High School
Kim Spellman's Schroders Experience August 1979 - July 1983
Job Senior Vice President at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers June 2007 - Present
Morgan Stanley Investment Management July 1983 - May 2007
Schroders August 1979 - July 1983
Education
Rutgers University-New Brunswick 1975 — 1979
Cohen & Steers June 2007 - Present
Morgan Stanley Investment Management July 1983 - May 2007
Schroders August 1979 - July 1983
Education
Rutgers University-New Brunswick 1975 — 1979
Jennifer Fairbanks Braverman's Schroders Experience 1997 - March 2000
Job Institutional Brand Sales Dinosaur BarBQue, LLC
Industry Financial Services
Experience
Dinosaur Bar-B-Que, LLC June 2014 - Present
Schroders 1997 - March 2000
Kaufman Bros. 1995 - 1996
Wheat First Butcher Singer 1994 - 1995
Hambrecht & Quist 1991 - 1994
Skills
Equities, Hedge Funds, Business Planning
Education
Mount Holyoke College 1987 — 1990
ba
Dinosaur Bar-B-Que, LLC June 2014 - Present
Schroders 1997 - March 2000
Kaufman Bros. 1995 - 1996
Wheat First Butcher Singer 1994 - 1995
Hambrecht & Quist 1991 - 1994
Skills
Equities, Hedge Funds, Business Planning
Education
Mount Holyoke College 1987 — 1990
ba
Jaye Benoit's Schroders Experience June 1998 - July 1999
Job Client Service and Marketing Manager at AXA Investment Managers
Industry Financial Services
Experience
AXA Investment Managers August 2010 - Present
Epoch Investment Partners May 2008 - August 2010
J.P. Morgan Fleming Asset Management 2001 - 2008
JPMorgan Asset Management 2001 - 2008
Zurich Scudder Investments November 1999 - March 2001
Schroders June 1998 - July 1999
MJ Whitman 1997 - 1998
Education
Syracuse University
BS
Woodlands high school
AXA Investment Managers August 2010 - Present
Epoch Investment Partners May 2008 - August 2010
J.P. Morgan Fleming Asset Management 2001 - 2008
JPMorgan Asset Management 2001 - 2008
Zurich Scudder Investments November 1999 - March 2001
Schroders June 1998 - July 1999
MJ Whitman 1997 - 1998
Education
Syracuse University
BS
Woodlands high school
Joseph Vernon's Schroders Experience December 1997 - May 2000
Job Executive Director U.S. Product Manager/Prime Clearing Services
Industry Financial Services
Experience
Société Générale September 2010 - Present
JPMorgan 2005 - September 2010
Bear Stearns September 2005 - June 2008
NYFIX June 2000 - June 2005
Schroders December 1997 - May 2000
NatWest Markets April 1995 - December 1997
Bankers Trust Company March 1989 - August 1994
Skills
Capital Markets, Proprietary Trading, Equity Trading, FINRA, Equities, Electronic Trading, Financial Services, Prime Brokerage, Market Data, Equity Research, Risk Management, Securities, Investment Banking, Derivatives, Options, Financial Risk, Equity Derivatives, FX Options, Series 63, Valuation, Hedge Funds, Financial Markets, Bloomberg, Trading Systems, Business Analysis, Bonds, Series 24, Commodity, Order Management, Financial Modeling, Emerging Markets, Alternative Investments, ETFs, Series 7, Investments, Mutual Funds, Asset Management, Trading, Portfolio Management, Private Equity, Fixed Income
Education
University of Colorado at Boulder 1983 — 1987
Psychology
SEC Licenses
Société Générale September 2010 - Present
JPMorgan 2005 - September 2010
Bear Stearns September 2005 - June 2008
NYFIX June 2000 - June 2005
Schroders December 1997 - May 2000
NatWest Markets April 1995 - December 1997
Bankers Trust Company March 1989 - August 1994
Skills
Capital Markets, Proprietary Trading, Equity Trading, FINRA, Equities, Electronic Trading, Financial Services, Prime Brokerage, Market Data, Equity Research, Risk Management, Securities, Investment Banking, Derivatives, Options, Financial Risk, Equity Derivatives, FX Options, Series 63, Valuation, Hedge Funds, Financial Markets, Bloomberg, Trading Systems, Business Analysis, Bonds, Series 24, Commodity, Order Management, Financial Modeling, Emerging Markets, Alternative Investments, ETFs, Series 7, Investments, Mutual Funds, Asset Management, Trading, Portfolio Management, Private Equity, Fixed Income
Education
University of Colorado at Boulder 1983 — 1987
Psychology
SEC Licenses
Dan Scholl's Schroders Experience November 2008 - Present
Job Cohead of Taxexempt Fixed Income at Schroders
Industry Investment Management
Experience
Schroders November 2008 - Present
Schroders January 2006 - November 2008
Schroders October 2003 - January 2006
Deutsche Asset Management August 1998 - October 2003
State of Delaware July 1996 - August 1998
State of Delaware July 1992 - June 1996
State of Delaware August 1989 - June 1992
Skills
Fixed Income, Portfolio Management, Investment Management, Investments, Alternative Investments, Asset Managment, Asset Allocation, Bonds, Mutual Funds, Equities, Asset Management, Investment Strategies, Hedge Funds, Investment Advisory, Series 63, Securities, ETFs, Series 7, Bloomberg, High Yield, Trading, Separately Managed...
Education
University of Pennsylvania 1987 — 1989
MGA, Government Administration
Ursinus College 1983 — 1987
BA, Political Science/Finance
Boston Unversity (London Program)
Political Science
Schroders November 2008 - Present
Schroders January 2006 - November 2008
Schroders October 2003 - January 2006
Deutsche Asset Management August 1998 - October 2003
State of Delaware July 1996 - August 1998
State of Delaware July 1992 - June 1996
State of Delaware August 1989 - June 1992
Skills
Fixed Income, Portfolio Management, Investment Management, Investments, Alternative Investments, Asset Managment, Asset Allocation, Bonds, Mutual Funds, Equities, Asset Management, Investment Strategies, Hedge Funds, Investment Advisory, Series 63, Securities, ETFs, Series 7, Bloomberg, High Yield, Trading, Separately Managed...
Education
University of Pennsylvania 1987 — 1989
MGA, Government Administration
Ursinus College 1983 — 1987
BA, Political Science/Finance
Boston Unversity (London Program)
Political Science
Mari Kamiya's Schroders Experience May 2004 - July 2005
Job AVP
Industry Financial Services
Experience
Jennison Associates LLC August 2014 - Present
PineBridge Investments March 2010 - August 2014
J.P. Morgan October 2005 - March 2010
Schroders May 2004 - July 2005
Daiwa SB Investments (USA) Ltd. July 2002 - May 2004
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Communications
Jennison Associates LLC August 2014 - Present
PineBridge Investments March 2010 - August 2014
J.P. Morgan October 2005 - March 2010
Schroders May 2004 - July 2005
Daiwa SB Investments (USA) Ltd. July 2002 - May 2004
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Communications
Peter Sidoti's Schroders Experience 1997 - 1999
Job CEO at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC CEOSidoti & Company, LLC1999 - 2009
Schroders 1997 - 1999
NatWest Markets 1990 - 1997
Drexel Burnham Lambert 1985 - 1990
Value Line 1979 - 1985
Education
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA, Finance
New York University 1975 — 1978
BS, Accounting
Chaminade High School 1971 — 1975
Sidoti & Company, LLC CEOSidoti & Company, LLC1999 - 2009
Schroders 1997 - 1999
NatWest Markets 1990 - 1997
Drexel Burnham Lambert 1985 - 1990
Value Line 1979 - 1985
Education
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA, Finance
New York University 1975 — 1978
BS, Accounting
Chaminade High School 1971 — 1975
Craig A. Ellis's Schroders Experience June 1997 - March 2000
Job CoDirector Of Research, Senior Semiconductor Analyst
Industry Financial Services
Experience
Caris and Company July 2010 - December 2012
Caris & Company March 2009 - June 2010
Citi May 2004 - November 2008
Citigroup January 2003 - December 2004
Citigroup/Salomon Smith Barney March 2000 - December 2001
Schroders June 1997 - March 2000
Chevron Corporation 1987 - 1997
Skills
Strategic Planning, Stock Picking, Equity Research, Equities, Financial Modeling, Valuation, Portfolio Management, Capital Markets, Hedge Funds, Investments, Financial Analysis, Mergers, Due Diligence, Venture Capital, Equity Valuation, Mergers, Strategy
Education
Montana State University-Bozeman 1982 — 1987
BS Business Finance, Finance
Caris and Company July 2010 - December 2012
Caris & Company March 2009 - June 2010
Citi May 2004 - November 2008
Citigroup January 2003 - December 2004
Citigroup/Salomon Smith Barney March 2000 - December 2001
Schroders June 1997 - March 2000
Chevron Corporation 1987 - 1997
Skills
Strategic Planning, Stock Picking, Equity Research, Equities, Financial Modeling, Valuation, Portfolio Management, Capital Markets, Hedge Funds, Investments, Financial Analysis, Mergers, Due Diligence, Venture Capital, Equity Valuation, Mergers, Strategy
Education
Montana State University-Bozeman 1982 — 1987
BS Business Finance, Finance
Philip Villaluz's Schroders Experience July 2014 - Present
Job Head of Municipal Research at Schroders
Industry Financial Services
Experience
Schroders July 2014 - Present
Broker Dealer October 2010 - May 2014
Advisors Asset Management, Inc. August 2009 - October 2010
Merrill Lynch April 2005 - August 2009
Merrill Lynch & Co. 2005 - 2009
Citigroup 2000 - 2005
Prudential Financial March 1993 - August 2000
Skills
Bonds, Fixed Income, Capital Markets, Securities, Series 7, Municipalities, Credit, Series 63, Credit Risk, Alternative Investments, Hedge Funds, Asset Management, Investments, Portfolio Management, Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1991
Economics
Schroders July 2014 - Present
Broker Dealer October 2010 - May 2014
Advisors Asset Management, Inc. August 2009 - October 2010
Merrill Lynch April 2005 - August 2009
Merrill Lynch & Co. 2005 - 2009
Citigroup 2000 - 2005
Prudential Financial March 1993 - August 2000
Skills
Bonds, Fixed Income, Capital Markets, Securities, Series 7, Municipalities, Credit, Series 63, Credit Risk, Alternative Investments, Hedge Funds, Asset Management, Investments, Portfolio Management, Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1991
Economics
Catherine Mazza's Schroders Experience 2009 - Present
Job Director of Client Relationship Management at Schroders
Industry Financial Services
Experience
Schroders 2009 - Present
AllianceBernstein 1984 - 1994
Education
Middlebury College
BS, Political Science
Schroders 2009 - Present
AllianceBernstein 1984 - 1994
Education
Middlebury College
BS, Political Science
Dina Welch's Schroders Experience July 2009 - Present
Job Senior Client Portfolio Manager at Schroders
Industry Investment Management
Experience
Schroders July 2009 - Present
SEI Investments 2007 - 2008
SEI Investments 2003 - 2007
Delaware Investments 2002 - 2003
Provident Mutual Life Insurance Company 1983 - 2001
Education
Saint Joseph's University 1984 — 1986
MBA, Finance
Saint Joseph's University 1978 — 1982
BS, Business Management
Schroders July 2009 - Present
SEI Investments 2007 - 2008
SEI Investments 2003 - 2007
Delaware Investments 2002 - 2003
Provident Mutual Life Insurance Company 1983 - 2001
Education
Saint Joseph's University 1984 — 1986
MBA, Finance
Saint Joseph's University 1978 — 1982
BS, Business Management
Denise DiFede's Schroders Experience November 1997 - June 2001
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Citigroup Global Markets August 2002 - October 2003
Schroders November 1997 - June 2001
Paramount Capital Inc. January 1994 - June 1995
Skills
Asset Management, Hedge Funds, Fixed Income, Equities, Bloomberg, Asset Allocation, Alternative Investments, Investment Strategies, Portia, Trading, Mutual Funds, Institutional Clients, Fund Of Funds, Pension Funds, Private Equity, Fund Accounting, Investment Operations, Corporate Actions, Investment Banking, Emerging Markets, Econometrics
Education
Institute for Integrative Nutrition 2009 — 2010
Holistic Health and Nutrition
Pace University-Pleasantville/Briarcliff Campus
BA, Economics
Citigroup Global Markets August 2002 - October 2003
Schroders November 1997 - June 2001
Paramount Capital Inc. January 1994 - June 1995
Skills
Asset Management, Hedge Funds, Fixed Income, Equities, Bloomberg, Asset Allocation, Alternative Investments, Investment Strategies, Portia, Trading, Mutual Funds, Institutional Clients, Fund Of Funds, Pension Funds, Private Equity, Fund Accounting, Investment Operations, Corporate Actions, Investment Banking, Emerging Markets, Econometrics
Education
Institute for Integrative Nutrition 2009 — 2010
Holistic Health and Nutrition
Pace University-Pleasantville/Briarcliff Campus
BA, Economics
Adam Farstrup's Schroders Experience January 2014 - Present
Job Head of MultiAsset Product, Americas at Schroders
Industry Investment Management
Experience
Schroders January 2014 - Present
Schroders June 2007 - May 2014
RogersCasey December 2005 - May 2007
RogersCasey June 1997 - May 2007
Skills
Investment Management, Equities, Capital Markets, Portfolio Management, Financial Markets, Investments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Bloomberg, Asset Management, Financial Services, Fixed Income, Asset Managment, Fund Of Funds
Education
Muhlenberg College 1993 — 1997
AB, Economics
Schroders January 2014 - Present
Schroders June 2007 - May 2014
RogersCasey December 2005 - May 2007
RogersCasey June 1997 - May 2007
Skills
Investment Management, Equities, Capital Markets, Portfolio Management, Financial Markets, Investments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Bloomberg, Asset Management, Financial Services, Fixed Income, Asset Managment, Fund Of Funds
Education
Muhlenberg College 1993 — 1997
AB, Economics
Jennifer Brogadir's Schroders Experience December 2013 - Present
Job Marketing Manager at Schroders
Industry Marketing and Advertising
Experience
Schroders December 2013 - Present
Schroders July 2007 - December 2013
Skills
Digital Marketing, Hedge Funds, Marketing Communications, Competitive Analysis, Marketing Strategy, Bloomberg, Financial Modeling, Investments
Education
NYU Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Marketing, Digital Marketing, Entrepreneurship & Innovation
University of Michigan 2003 — 2007
Organizational Studies, Economics, Psychology, Sociology
Schroders December 2013 - Present
Schroders July 2007 - December 2013
Skills
Digital Marketing, Hedge Funds, Marketing Communications, Competitive Analysis, Marketing Strategy, Bloomberg, Financial Modeling, Investments
Education
NYU Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Marketing, Digital Marketing, Entrepreneurship & Innovation
University of Michigan 2003 — 2007
Organizational Studies, Economics, Psychology, Sociology
Colleen Carson Healey's Schroders Experience November 1996 - January 2001
Job Owner at Katella Consulting, LLC
Industry Accounting
Experience
Katella Consulting, LLC. August 2011 - Present
Forward Motion Marketing, LLC May 2008 - March 2010
SFI, Inc. November 2006 - January 2009
Jefferies & Company July 2002 - February 2006
BNY Clearing Services (acquired Clearing Division of Schroders) January 2001 - July 2002
Schroders November 1996 - January 2001
Skills
Bookkeeping, QuickBooks, Payroll, Business Relationship..., Helping Clients Succeed, Finance, Strategic Financial..., Small Business, Accounting, Microsoft Excel, Strategic Planning, Customer Service, Account Reconciliation, Insurance, Financial Analysis, CRM, Analysis, Tax, Corporate Tax
Education
Marist College 1992 — 1996
Business: Marketing
Red Bank Catholic 1988 — 1992
Katella Consulting, LLC. August 2011 - Present
Forward Motion Marketing, LLC May 2008 - March 2010
SFI, Inc. November 2006 - January 2009
Jefferies & Company July 2002 - February 2006
BNY Clearing Services (acquired Clearing Division of Schroders) January 2001 - July 2002
Schroders November 1996 - January 2001
Skills
Bookkeeping, QuickBooks, Payroll, Business Relationship..., Helping Clients Succeed, Finance, Strategic Financial..., Small Business, Accounting, Microsoft Excel, Strategic Planning, Customer Service, Account Reconciliation, Insurance, Financial Analysis, CRM, Analysis, Tax, Corporate Tax
Education
Marist College 1992 — 1996
Business: Marketing
Red Bank Catholic 1988 — 1992
T.J. Rau, CFA's Schroders Experience 2003 - 2009
Job Sector Specialist at Consumer Edge Research LLC
Industry Investment Management
Experience
Consumer Edge Research LLC 2010 - Present
Schroders 2003 - 2009
Smith Barney Asset Management 1999 - 2003
The Chase Manhattan Bank 1994 - 1999
Skills
Valuation, Equities, Financial Modeling, Financial Services, Asset Management, Equity Research, Bloomberg, Emerging Markets, Hedge Funds, Equity Valuation, Investments, Portfolio Management, Alternative Investments, Investment Management, Private Equity
Education
Trinity College-Hartford 1990 — 1994
BA, Economics, Computer Science
Consumer Edge Research LLC 2010 - Present
Schroders 2003 - 2009
Smith Barney Asset Management 1999 - 2003
The Chase Manhattan Bank 1994 - 1999
Skills
Valuation, Equities, Financial Modeling, Financial Services, Asset Management, Equity Research, Bloomberg, Emerging Markets, Hedge Funds, Equity Valuation, Investments, Portfolio Management, Alternative Investments, Investment Management, Private Equity
Education
Trinity College-Hartford 1990 — 1994
BA, Economics, Computer Science
Richard John Morano's Schroders Experience November 1993 - May 2000
Job Richard John Morano
Industry Banking
Experience
Jefferies & Company February 2012 - August 2014
RBS Global Banking & Markets 2000 - February 2012
Schroders November 1993 - May 2000
Chase August 1990 - November 1993
Deloitte September 1988 - August 1990
Skills
Emerging Markets, Credit Trading, Fixed Income, Trading, Latin America, Capital Markets, Credit Derivatives, Derivatives, Hedge Funds, Structured Finance, Structured Products, Investment Banking, Bonds, FX Options, Swaps, Financial Markets, Investments
Education
Muhlenberg College 1985 — 1988
B.A., Accounting
Jefferies & Company February 2012 - August 2014
RBS Global Banking & Markets 2000 - February 2012
Schroders November 1993 - May 2000
Chase August 1990 - November 1993
Deloitte September 1988 - August 1990
Skills
Emerging Markets, Credit Trading, Fixed Income, Trading, Latin America, Capital Markets, Credit Derivatives, Derivatives, Hedge Funds, Structured Finance, Structured Products, Investment Banking, Bonds, FX Options, Swaps, Financial Markets, Investments
Education
Muhlenberg College 1985 — 1988
B.A., Accounting
Tatiana Pohotsky's Schroders Experience March 2005 - May 2011
Job Senior Investment Officer—Group Leader Global Active Management
Industry Investment Management
Experience
Bureau of Asset Mgmt—NYC Office of the Comptroller November 2011 - Present
Schroders March 2005 - May 2011
Independence Investments February 2002 - March 2005
Deustche Bank November 2000 - December 2001
Paine Webber May 1997 - November 2000
Skills
Equities, Bloomberg, Equity Research, Asset Managment, Valuation, Portfolio Management, Mutual Funds, Investments, Financial Modeling, Emerging Markets, Investment Management, Asset Allocation, Asset Management, Equity Valuation, Investment Strategies, Trading, Equity Trading, Capital Markets, Risk Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor's Degree, With Honors Economics and Music
Exeter 1989 — 1992
Bureau of Asset Mgmt—NYC Office of the Comptroller November 2011 - Present
Schroders March 2005 - May 2011
Independence Investments February 2002 - March 2005
Deustche Bank November 2000 - December 2001
Paine Webber May 1997 - November 2000
Skills
Equities, Bloomberg, Equity Research, Asset Managment, Valuation, Portfolio Management, Mutual Funds, Investments, Financial Modeling, Emerging Markets, Investment Management, Asset Allocation, Asset Management, Equity Valuation, Investment Strategies, Trading, Equity Trading, Capital Markets, Risk Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor's Degree, With Honors Economics and Music
Exeter 1989 — 1992
Gonzalo Binello's Schroders Experience February 2013 - May 2015
Job Head US Intermediary Offshore Sales Schroders
Industry Financial Services
Experience
Schroders February 2013 - May 2015
Schroders July 2009 - February 2013
Schroders August 2003 - July 2009
Thomson Reuters July 2002 - July 2003
The Exxel Group SA March 2001 - July 2002
Skills
Emerging Markets, Financial Markets, Fixed Income, Bloomberg, Sales Management, Management, Mutual Funds, Sales, Relationship Management, Latin American markets, Central America, South America, Private Banking, Pension Funds, Asset Management, Gestión de activos, Mercados financieros, Rentas fijas, Administración y...
Education
Universidad Torcuato di Tella 2000 — 2001
Postgraduate in Finance, Capital Markets
Universidad Torcuato di Tella 1995 — 1999
BSc in Business Economics, Business/Managerial Economics
Schroders February 2013 - May 2015
Schroders July 2009 - February 2013
Schroders August 2003 - July 2009
Thomson Reuters July 2002 - July 2003
The Exxel Group SA March 2001 - July 2002
Skills
Emerging Markets, Financial Markets, Fixed Income, Bloomberg, Sales Management, Management, Mutual Funds, Sales, Relationship Management, Latin American markets, Central America, South America, Private Banking, Pension Funds, Asset Management, Gestión de activos, Mercados financieros, Rentas fijas, Administración y...
Education
Universidad Torcuato di Tella 2000 — 2001
Postgraduate in Finance, Capital Markets
Universidad Torcuato di Tella 1995 — 1999
BSc in Business Economics, Business/Managerial Economics
Kevin Curran CFA CMT's Schroders Experience December 1994 - February 2002
Job Senior Analyst, Financial / FinTech Sector at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management July 2010 - Present
Phineus Partners LP June 2009 - June 2010
Stark Investments July 2007 - October 2008
The Olayan Group September 2003 - July 2007
Schroders December 1994 - February 2002
Skills
Portfolio Management, Investments, Finance, Financial Services, Banking, Economics, Insurance, Hedge Funds, Equity Research, Bloomberg, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Investment Management
Education
The University of Manchester
BA(Econ), Economics
Wells Capital Management July 2010 - Present
Phineus Partners LP June 2009 - June 2010
Stark Investments July 2007 - October 2008
The Olayan Group September 2003 - July 2007
Schroders December 1994 - February 2002
Skills
Portfolio Management, Investments, Finance, Financial Services, Banking, Economics, Insurance, Hedge Funds, Equity Research, Bloomberg, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Investment Management
Education
The University of Manchester
BA(Econ), Economics
Abby L. Ingber's Schroders Experience June 2006 - Present
Job Deputy General Counsel and Managing Lawyer at Schroder Investment Management North America Inc.
Industry Investment Management
Experience
Schroders June 2006 - Present
TIAA-CREF 1994 - 2006
Education
New York University School of Law 1984 — 1987
JD
Schroders June 2006 - Present
TIAA-CREF 1994 - 2006
Education
New York University School of Law 1984 — 1987
JD
Trent Dawson's Schroders Experience May 2003 - March 2006
Job CFO at WestRiver Group
Industry Investment Management
Experience
WestRiver Group January 2014 - Present
Standish Management, LLC October 2012 - January 2014
Voyager Capital July 2006 - September 2012
Schroders May 2003 - March 2006
Ernst & Young 1999 - 2003
Skills
Venture Capital, Private Equity, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Valuation
Education
University of Texas at Tyler 1996 — 1998
Bachelor of Arts (BA), Accounting
Tyler Junior College 1994 — 1996
Associate's degree
WestRiver Group January 2014 - Present
Standish Management, LLC October 2012 - January 2014
Voyager Capital July 2006 - September 2012
Schroders May 2003 - March 2006
Ernst & Young 1999 - 2003
Skills
Venture Capital, Private Equity, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Valuation
Education
University of Texas at Tyler 1996 — 1998
Bachelor of Arts (BA), Accounting
Tyler Junior College 1994 — 1996
Associate's degree
Joshua Sontag's Schroders Experience 1996 - 1999
Job Director Institutional Equity Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2010 - Present
Wells Fargo Advisors 2007 - 2010
A.G. Edwards 1999 - 2007
Schroders 1996 - 1999
Education
Mississippi State University
Business Administration
Wells Fargo Securities 2010 - Present
Wells Fargo Advisors 2007 - 2010
A.G. Edwards 1999 - 2007
Schroders 1996 - 1999
Education
Mississippi State University
Business Administration
Horrocks Robert's Schroders Experience 1996 - 2004
Job CIO at Matthews International Capital Management
Industry Investment Management
Experience
Matthews International Capital Management Director of ResearchMirae Asset Hongkong2006 - 2008
Everbright Pramerica 2004 - 2006
Everbright Pramerica 2004 - 2006
Schroders 1996 - 2004
Skills
Bloomberg, Asset Managment, Emerging Markets, Equities, Portfolio Management, Vendor Management, IT Operations, Investment Management, Hedge Funds, Investments, Project Management
Education
University of Leeds 1986 — 1994
PhD, Modern Chinese Economic History
Matthews International Capital Management Director of ResearchMirae Asset Hongkong2006 - 2008
Everbright Pramerica 2004 - 2006
Everbright Pramerica 2004 - 2006
Schroders 1996 - 2004
Skills
Bloomberg, Asset Managment, Emerging Markets, Equities, Portfolio Management, Vendor Management, IT Operations, Investment Management, Hedge Funds, Investments, Project Management
Education
University of Leeds 1986 — 1994
PhD, Modern Chinese Economic History
Andrew Frazier's Schroders Experience 1972 - 1982
Job Corporate Director
Industry Financial Services
Experience
Town of Palm Beach Civic Association 2012 - Present
Brown Brothers Harriman Mutual Fund Group 2010 - Present
Western World Insurance Group April 1991 - 2014
Property Casualty Insurers Association of America 1998 - 2012
Western World Insurance Group 1992 - 2009
National Association of Surplus Lines Offices 1998 - 2004
Schroders 1972 - 1982
Education
The University of Chicago 1970 — 1972
MBA, Finance
The Johns Hopkins University 1966 — 1970
BA, Liberal Arts/American History
Town of Palm Beach Civic Association 2012 - Present
Brown Brothers Harriman Mutual Fund Group 2010 - Present
Western World Insurance Group April 1991 - 2014
Property Casualty Insurers Association of America 1998 - 2012
Western World Insurance Group 1992 - 2009
National Association of Surplus Lines Offices 1998 - 2004
Schroders 1972 - 1982
Education
The University of Chicago 1970 — 1972
MBA, Finance
The Johns Hopkins University 1966 — 1970
BA, Liberal Arts/American History
Allison (Larkin) Hilton's Schroders Experience 2000 - 2004
Job Vice President Healthcare Banking at DNB Bank
Industry Financial Services
Experience
DNB Bank April 2010 - Present
AIG SunAmerica 2004 - 2009
Schroders 2000 - 2004
Wyeth Pharmaceuticals 1997 - 2000
Merck & Co 1985 - 1997
Skills
Biology Minor -Ursinus...
Education
New York University 1994 — 1996
MBA, Finance
Ursinus College 1980 — 1984
BA, Economics & Business
DNB Bank April 2010 - Present
AIG SunAmerica 2004 - 2009
Schroders 2000 - 2004
Wyeth Pharmaceuticals 1997 - 2000
Merck & Co 1985 - 1997
Skills
Biology Minor -Ursinus...
Education
New York University 1994 — 1996
MBA, Finance
Ursinus College 1980 — 1984
BA, Economics & Business
Sarah Bratton Hughes's Schroders Experience June 2014 - Present
Job Associate Product Manager, U.S. Equities at Schroders
Industry Investment Management
Experience
Schroders June 2014 - Present
Schroders October 2011 - June 2014
J.P. Morgan May 2010 - October 2011
J.P. Morgan June 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop
Education
St. Francis College 2003 — 2007
Bachelor of Arts (B.A.), Economics
St. Francis College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Schroders June 2014 - Present
Schroders October 2011 - June 2014
J.P. Morgan May 2010 - October 2011
J.P. Morgan June 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop
Education
St. Francis College 2003 — 2007
Bachelor of Arts (B.A.), Economics
St. Francis College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Manuela Giorgini's Schroders Experience May 2011 - April 2014
Job Account Manager at Digital Media Research
Industry Financial Services
Experience
Digital Media Research September 2014 - Present
Schroders May 2011 - April 2014
SANTANDER PRIVATE BANKING December 2010 - May 2011
UBS Global Asset Management May 2010 - November 2010
Skills
Portfolio Management, Asset Allocation, Investment Advisory, Equities, Mutual Funds, Fixed Income, Asset Management, Hedge Funds, Investment Strategies
Education
New York University 2014 — 2014
Digital Strategies for Marketing
Università Cattolica del Sacro Cuore 2007 — 2009
Master of Science, Economics of Financial Markets and Instruments, 110/110
European Business School (EBS) - London 2009 — 2009
International Thesis Program
London School of Economics and Political Science, U. of London 2009 — 2009
Summer School, Financial Markets, A
Università di Bologna 2004 — 2007
Bachelor of Science, Economics and Finance
Digital Media Research September 2014 - Present
Schroders May 2011 - April 2014
SANTANDER PRIVATE BANKING December 2010 - May 2011
UBS Global Asset Management May 2010 - November 2010
Skills
Portfolio Management, Asset Allocation, Investment Advisory, Equities, Mutual Funds, Fixed Income, Asset Management, Hedge Funds, Investment Strategies
Education
New York University 2014 — 2014
Digital Strategies for Marketing
Università Cattolica del Sacro Cuore 2007 — 2009
Master of Science, Economics of Financial Markets and Instruments, 110/110
European Business School (EBS) - London 2009 — 2009
International Thesis Program
London School of Economics and Political Science, U. of London 2009 — 2009
Summer School, Financial Markets, A
Università di Bologna 2004 — 2007
Bachelor of Science, Economics and Finance
Joyce Griffin's Schroders Experience August 1997 - December 1998
Job Financial Services Professional
Industry Financial Services
Experience
H&R Block December 2012 - April 2015
H&R Block December 2010 - April 2012
AllianceBernstein September 2005 - August 2009
AllianceBernstein September 2003 - February 2005
Kolinsky Wealth Management September 2000 - July 2002
AllianceBernstein/Regent Investor Services December 1998 - September 2000
Schroders August 1997 - December 1998
AllianceBernstein July 1994 - August 1997
Federated Investors, Inc. February 1982 - March 1994
Skills
Microsoft Word, Financial Analysis, Investments, PowerPoint, Accounting, Securities, Finance, Equities, Microsoft Excel, Security APL, Bloomberg, TPS, Advent, Informa, Mutual Funds, Portfolio Management, Account Reconciliation, Fixed Income, Trading, Financial Statements, Auditing, Management, Options, Payments
Education
Mercy College 1995 — 2005
Bachelor's Degree, Business Administration/Finance, 3.579
Robert Morris University 1991 — 1993
Transfered to Mercy College to complete degree., Accounting and Finance
Community College of Allegheny County1975 1975 — 1978
Associate's Degree, Data Processing, 2.95
H&R Block December 2012 - April 2015
H&R Block December 2010 - April 2012
AllianceBernstein September 2005 - August 2009
AllianceBernstein September 2003 - February 2005
Kolinsky Wealth Management September 2000 - July 2002
AllianceBernstein/Regent Investor Services December 1998 - September 2000
Schroders August 1997 - December 1998
AllianceBernstein July 1994 - August 1997
Federated Investors, Inc. February 1982 - March 1994
Skills
Microsoft Word, Financial Analysis, Investments, PowerPoint, Accounting, Securities, Finance, Equities, Microsoft Excel, Security APL, Bloomberg, TPS, Advent, Informa, Mutual Funds, Portfolio Management, Account Reconciliation, Fixed Income, Trading, Financial Statements, Auditing, Management, Options, Payments
Education
Mercy College 1995 — 2005
Bachelor's Degree, Business Administration/Finance, 3.579
Robert Morris University 1991 — 1993
Transfered to Mercy College to complete degree., Accounting and Finance
Community College of Allegheny County1975 1975 — 1978
Associate's Degree, Data Processing, 2.95
YUSUKE SORITA's Schroders Experience April 2011 - March 2013
Job Principal Global Investors(Secondment from NIppon Life Insurance Company)
Industry Insurance
Experience
Principal Global Investors May 2015 - Present
NLI International, Inc ( Nippon Life Insurance Company) April 2013 - April 2015
Schroders April 2011 - March 2013
Metzler April 2010 - March 2011
NIPPON LIFE INSURANCE COMPANY April 2002 - March 2010
Skills
Portfolio Management, Investments, Risk Management, Financial Analysis, Asset Management, Equities, Valuation, Insurance, Fixed Income, Derivatives, Financial Risk, Corporate Finance, Financial Markets, Capital Markets, Bloomberg, Asset Allocation
Education
The University of Tokyo
Chemical System Engineering
Principal Global Investors May 2015 - Present
NLI International, Inc ( Nippon Life Insurance Company) April 2013 - April 2015
Schroders April 2011 - March 2013
Metzler April 2010 - March 2011
NIPPON LIFE INSURANCE COMPANY April 2002 - March 2010
Skills
Portfolio Management, Investments, Risk Management, Financial Analysis, Asset Management, Equities, Valuation, Insurance, Fixed Income, Derivatives, Financial Risk, Corporate Finance, Financial Markets, Capital Markets, Bloomberg, Asset Allocation
Education
The University of Tokyo
Chemical System Engineering
Anne Finucane-Taylor's Schroders Experience 1993 - 2000
Job Head of Private Placements at Genworth Financial
Industry Financial Services
Experience
Genworth Financial June 2012 - Present
Genworth Financial March 2011 - June 2012
Allianz of America 2005 - February 2011
Citigroup 2000 - 2003
Schroders 1993 - 2000
Skills
Fixed Income, Capital Markets, Bonds, Portfolio Management, Investments, Asset Managment, Credit Analysis, Asset Allocation, ALM, Structured Finance, Alternative Investments, Securities
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Accounting and Finance
New York University 1986 — 1989
BA, Economics
Genworth Financial June 2012 - Present
Genworth Financial March 2011 - June 2012
Allianz of America 2005 - February 2011
Citigroup 2000 - 2003
Schroders 1993 - 2000
Skills
Fixed Income, Capital Markets, Bonds, Portfolio Management, Investments, Asset Managment, Credit Analysis, Asset Allocation, ALM, Structured Finance, Alternative Investments, Securities
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Accounting and Finance
New York University 1986 — 1989
BA, Economics
Eric Richter's Schroders Experience June 2014 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Schroders June 2014 - Present
Schroders October 2010 - June 2014
OppenheimerFunds March 2006 - June 2008
Alaska Permanent Fund Corporation February 2005 - March 2006
Loomis Sayles & Co July 1997 - February 2005
Schroders July 1992 - July 1997
Skills
Portfolio Management, Performance Attribution, CMBS, Fixed Income, MBS, Asset Management, ABS
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
University of Massachusetts, Amherst 1982 — 1986
BA, Economics
Schroders June 2014 - Present
Schroders October 2010 - June 2014
OppenheimerFunds March 2006 - June 2008
Alaska Permanent Fund Corporation February 2005 - March 2006
Loomis Sayles & Co July 1997 - February 2005
Schroders July 1992 - July 1997
Skills
Portfolio Management, Performance Attribution, CMBS, Fixed Income, MBS, Asset Management, ABS
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
University of Massachusetts, Amherst 1982 — 1986
BA, Economics
Jeffrey Mahmood's Schroders Experience July 2013 - Present
Job Associate Product Manager at Schroders
Industry Financial Services
Experience
Schroders July 2013 - Present
AllianceBernstein November 2012 - April 2013
AllianceBernstein November 2010 - November 2012
State Street June 2006 - October 2010
Education
University of Massachusetts, Amherst 2001 — 2005
BS, Economics
Schroders July 2013 - Present
AllianceBernstein November 2012 - April 2013
AllianceBernstein November 2010 - November 2012
State Street June 2006 - October 2010
Education
University of Massachusetts, Amherst 2001 — 2005
BS, Economics
Eric Gatz's Schroders Experience December 1998 - November 2000
Job Senior Manager, Digital Product Political at NCC Media
Industry Broadcast Media
Experience
NCC Media (formerly National Cable Communications) January 2014 - Present
NCC Media April 2001 - December 2013
Flooz November 2001 - January 2003
Schroders December 1998 - November 2000
Skills
Digital Media, Digital Strategy, SharePoint, Business Intelligence, Digital Marketing, Mobile Devices, Microsoft SQL Server, Active Directory, E-commerce, Mobile Applications, Mobile Advertising, Analytics, Product Development, Project Management
Education
State University of New York at Albany 1994 — 1998
Bachelor of Science (BS), Computer Science
NCC Media (formerly National Cable Communications) January 2014 - Present
NCC Media April 2001 - December 2013
Flooz November 2001 - January 2003
Schroders December 1998 - November 2000
Skills
Digital Media, Digital Strategy, SharePoint, Business Intelligence, Digital Marketing, Mobile Devices, Microsoft SQL Server, Active Directory, E-commerce, Mobile Applications, Mobile Advertising, Analytics, Product Development, Project Management
Education
State University of New York at Albany 1994 — 1998
Bachelor of Science (BS), Computer Science
Jenna Rivers's Schroders Experience March 2015 - Present
Job Institutional Manager Deputy Team Leader at Schroders
Industry Financial Services
Experience
Schroders March 2015 - Present
Schroders October 2012 - March 2015
Schroders April 2010 - October 2012
A.G. Morgan Financial, LLC May 2007 - March 2010
Skills
Alternative Investments, Fixed Income, Mutual Funds, Hedge Funds, Asset Allocation
Education
Michigan State University 2003 — 2007
Bachelors, Finance
Schroders March 2015 - Present
Schroders October 2012 - March 2015
Schroders April 2010 - October 2012
A.G. Morgan Financial, LLC May 2007 - March 2010
Skills
Alternative Investments, Fixed Income, Mutual Funds, Hedge Funds, Asset Allocation
Education
Michigan State University 2003 — 2007
Bachelors, Finance
Simon Lauermann's Schroders Experience 1997 - 1999
Job Director of Operations at NYCSCA
Industry Information Technology and Services
Experience
NYCSCA October 2012 - Present
RCG Information Technology January 2008 - September 2012
Schroders 1997 - 1999
Schroders 1997 - 1999
Skills
Oracle, MS Project, Systems Analysis, .NET, Agile Methodologies, Business Analysis, Databases, Informatica, Integration, Microsoft Project, Microsoft SQL Server, PL/SQL, Project Management, Requirements Analysis, SDLC, SQL, SharePoint, Software Development, Software Project..., Visio, Visual Basic
Education
University of Greenwich 1993 — 1996
Bsc(Hons), Computer Science (Software Engineering)
NYCSCA October 2012 - Present
RCG Information Technology January 2008 - September 2012
Schroders 1997 - 1999
Schroders 1997 - 1999
Skills
Oracle, MS Project, Systems Analysis, .NET, Agile Methodologies, Business Analysis, Databases, Informatica, Integration, Microsoft Project, Microsoft SQL Server, PL/SQL, Project Management, Requirements Analysis, SDLC, SQL, SharePoint, Software Development, Software Project..., Visio, Visual Basic
Education
University of Greenwich 1993 — 1996
Bsc(Hons), Computer Science (Software Engineering)
Richard J. Adubato's Schroders Experience 1998 - 2000
Job Chairman, Princess House Inc.
Industry Consumer Goods
Experience
Princess House, Inc. 2011 - Present
Archard, LLC 1999 - Present
Dyno Marketing, LLC 2003 - Present
Schroders 1998 - 2000
BZW / Barclays Capital 1994 - 1998
CIBC Wood Gundy 1991 - 1994
Merrill Lynch 1987 - 1991
Lehman Brothers 1983 - 1985
Education
New York University, Stern School of Business
MBA, Finance
Rutgers University
BA, Economics
Princess House, Inc. 2011 - Present
Archard, LLC 1999 - Present
Dyno Marketing, LLC 2003 - Present
Schroders 1998 - 2000
BZW / Barclays Capital 1994 - 1998
CIBC Wood Gundy 1991 - 1994
Merrill Lynch 1987 - 1991
Lehman Brothers 1983 - 1985
Education
New York University, Stern School of Business
MBA, Finance
Rutgers University
BA, Economics
Aaron D. Child's Schroders Experience February 2007 - July 2011
Job Healthcare Economic Analyst at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group November 2011 - Present
Schroders February 2007 - July 2011
Hsuan-Shian Corporation February 2005 - September 2006
WXPN, World Cafe May 2003 - June 2004
Skills
Clinical Reporting, Business Intelligence, Medicaid Managed Care, Team Building, Healthcare Information..., Fixed Income, Asset Management, Editing, Microsoft Excel, Microsoft SQL Server
Education
University of Pennsylvania 2000 — 2004
B.A., History, English
Moorestown High School 1996 — 2000
UnitedHealth Group November 2011 - Present
Schroders February 2007 - July 2011
Hsuan-Shian Corporation February 2005 - September 2006
WXPN, World Cafe May 2003 - June 2004
Skills
Clinical Reporting, Business Intelligence, Medicaid Managed Care, Team Building, Healthcare Information..., Fixed Income, Asset Management, Editing, Microsoft Excel, Microsoft SQL Server
Education
University of Pennsylvania 2000 — 2004
B.A., History, English
Moorestown High School 1996 — 2000
Tina Frias's Schroders Experience January 2013 - Present
Job HR Advisor Payroll Administration at Schroders
Industry Financial Services
Experience
Schroders January 2013 - Present
UBS Wealth Management December 2005 - December 2012
Education
State University of New York College at Old Westbury 1994 — 1998
Bachelor's degree, Business Management Human Resources
Schroders January 2013 - Present
UBS Wealth Management December 2005 - December 2012
Education
State University of New York College at Old Westbury 1994 — 1998
Bachelor's degree, Business Management Human Resources
William Dobbins, IV's Schroders Experience July 2005 - July 2006
Job Executive Assistant at PriceWaterhouseCoopers
Industry Executive Office
Experience
PriceWaterhouseCoopers (PwC) October 2014 - Present
Carnival Cruise Line February 2013 - March 2014
Rising Action Theatre August 2007 - December 2011
The Jones Group, Inc. July 2006 - May 2007
Schroders July 2005 - July 2006
BlackRock August 2004 - July 2005
Twenty-First Securities September 2000 - August 2004
Accenture September 1997 - May 2000
Skills
Organization Skills, Strategic Planning, Management, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Event Planning, Customer Service, Event Management, Marketing, Sales, Creative Strategy, Public Relations, Digital Marketing, Marketing Communications, Social Media Marketing, Advertising
Education
Penn State University 1984 — 1989
Bachelor of Fine Arts (B.F.A.), College of Arts & Architecture
PriceWaterhouseCoopers (PwC) October 2014 - Present
Carnival Cruise Line February 2013 - March 2014
Rising Action Theatre August 2007 - December 2011
The Jones Group, Inc. July 2006 - May 2007
Schroders July 2005 - July 2006
BlackRock August 2004 - July 2005
Twenty-First Securities September 2000 - August 2004
Accenture September 1997 - May 2000
Skills
Organization Skills, Strategic Planning, Management, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Event Planning, Customer Service, Event Management, Marketing, Sales, Creative Strategy, Public Relations, Digital Marketing, Marketing Communications, Social Media Marketing, Advertising
Education
Penn State University 1984 — 1989
Bachelor of Fine Arts (B.F.A.), College of Arts & Architecture
Edward Kaiser's Schroders Experience February 1992 - April 2000
Job .Net Developer at Mitsui Sumitomo Insurance Group
Industry Financial Services
Experience
Mitsui Sumitomo Insurance Group June 2013 - Present
The Zitter Group April 2012 - November 2012
Morgan Stanley Smith Barney April 2009 - January 2012
Citigroup - Smith Barney 2000 - 2009
Schroders February 1992 - April 2000
CIGNA September 1988 - February 1992
Skills
Visual Studio, C#, ASP.NET, Visual Basic, SQL, Excel, Word, JavaScript, jQuery, HTML, MS Project, Change Synergy, Telerik, SDLC, Systems Analysis, Business Analysis, Microsoft Excel, .NET, Databases, Software Development, Integration
Education
NYU 1987 — 1988
Diploma in Computer Technology, Computer Programming
SUNY Cortland 1973 — 1977
Bachelor of Arts, English
Mitsui Sumitomo Insurance Group June 2013 - Present
The Zitter Group April 2012 - November 2012
Morgan Stanley Smith Barney April 2009 - January 2012
Citigroup - Smith Barney 2000 - 2009
Schroders February 1992 - April 2000
CIGNA September 1988 - February 1992
Skills
Visual Studio, C#, ASP.NET, Visual Basic, SQL, Excel, Word, JavaScript, jQuery, HTML, MS Project, Change Synergy, Telerik, SDLC, Systems Analysis, Business Analysis, Microsoft Excel, .NET, Databases, Software Development, Integration
Education
NYU 1987 — 1988
Diploma in Computer Technology, Computer Programming
SUNY Cortland 1973 — 1977
Bachelor of Arts, English
Martin Augeneder, M.Sc.'s Schroders Experience December 2014 - April 2015
Job Technical Consultant, Software Engineer, Computer Scientist
Industry Information Technology and Services
Experience
Valtech UK June 2014 - July 2015
SWBCCG UK April 2015 - June 2015
Schroders December 2014 - April 2015
Driver and Vehicle Standards Agency July 2014 - September 2014
LEROX GmbH August 2013 - January 2014
IT-Services der Sozialversicherung GmbH March 2009 - May 2013
Agfa Healthcare June 2006 - December 2008
Brother International Corporation June 2005 - March 2006
Skills
UML, Hibernate, Tomcat, Maven, Java EE, Java SE, JBoss Application Server, JUnit, Eclipse, Ant, Subversion, XML, JavaScript, JSF, Swing, CVS, PostgreSQL, Oracle, jQuery, IntelliJ IDEA
Education
University of Kent 2003 — 2004
M.Sc. in Computer Science with Merit
University of Kent 1999 — 2002
B.Sc. in Economics and Computing with 2:2 Honours
Vienna International School 1993 — 1998
International Baccalaureate (IB) Bilingual Diploma
Valtech UK June 2014 - July 2015
SWBCCG UK April 2015 - June 2015
Schroders December 2014 - April 2015
Driver and Vehicle Standards Agency July 2014 - September 2014
LEROX GmbH August 2013 - January 2014
IT-Services der Sozialversicherung GmbH March 2009 - May 2013
Agfa Healthcare June 2006 - December 2008
Brother International Corporation June 2005 - March 2006
Skills
UML, Hibernate, Tomcat, Maven, Java EE, Java SE, JBoss Application Server, JUnit, Eclipse, Ant, Subversion, XML, JavaScript, JSF, Swing, CVS, PostgreSQL, Oracle, jQuery, IntelliJ IDEA
Education
University of Kent 2003 — 2004
M.Sc. in Computer Science with Merit
University of Kent 1999 — 2002
B.Sc. in Economics and Computing with 2:2 Honours
Vienna International School 1993 — 1998
International Baccalaureate (IB) Bilingual Diploma
Sam Weinhoff's Schroders Experience 1997 - 2000
Job Consultant
Industry Financial Services
Experience
Self-employed 2000 - Present
Schroders 1997 - 2000
Lehman Brothers 1984 - 1996
Education
University of Pennsylvania - The Wharton School 1972 — 1974
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1968 — 1972
Bachelor's degree, Economics
Self-employed 2000 - Present
Schroders 1997 - 2000
Lehman Brothers 1984 - 1996
Education
University of Pennsylvania - The Wharton School 1972 — 1974
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1968 — 1972
Bachelor's degree, Economics
Dennis Darling's Schroders Experience
Job Portfolio Manager at Schroders
Industry Investment Management
Experience
Schroders
Skills
Asset Management, Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, Financial Modeling, Valuation, Bloomberg, Derivatives
Education
New York University 1982 — 1985
Master of Business Administration (MBA), Finance, General
Schroders
Skills
Asset Management, Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, Financial Modeling, Valuation, Bloomberg, Derivatives
Education
New York University 1982 — 1985
Master of Business Administration (MBA), Finance, General
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management