SIFMA Company
Industry: Industry trade group
DescriptionThe Securities Industry and Financial Markets Association is a United States industry trade group representing securities firms, banks, and asset management companies. SIFMA was formed on November 1, 2006, from the merger of the Bond Market Association and the Securities Industry Association. Founded: 2006 Subsidiary: Asia Securities Industry and Financial Markets Association
SIFMA List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SIFMA. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SIFMA Employees
SIFMA June 2015 - August 2015
Don Bosco Prep Rowing January 2013 - January 2014
State of New Jersey, Office of the Governor- Intergovernmental Relations June 2013 - August 2013
Red Mango, Inc. May 2012 - September 2012
English Honor Society 2011 - 2012
National Honor Society 2010 - 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Writing, Research using JSTOR..., Team Leadership, Training, Research, English, Nonprofits, Government, Program Management, Teamwork, Public Speaking
Education
Lafayette College 2012 — 2016
Government & Law and Spanish / Economics
Don Bosco Prep High School 2008 — 2012
JPMorgan Chase & Co. July 2015 - Present
Citi June 2014 - August 2014
SIFMA June 2013 - August 2013
Riverkeeper June 2012 - August 2012
Fun With Sports Camp June 2007 - June 2012
Education
Middlebury College 2011 — 2015
Political Science, History
Danish Institute for Study Abroad 2013 — 2013
European Politics
Greenwich Academy 1997 — 2011
High School Diploma
SIFMA March 2014 - May 2014
Imagine Science Films December 2013 - March 2014
New York University February 2013 - February 2014
No Longer Empty December 2012 - May 2013
CCTV News International June 2012 - August 2012
University of Macau June 2011 - May 2012
Boss & Young Patent and Trademark Law Office June 2011 - August 2011
Parkside Christian Academy March 2011 - March 2011
University of Macau June 2010 - December 2010
Skills
Research, Social Media, PowerPoint, Chinese culture, Statistics, Microsoft Office, Microsoft Excel, Microsoft Word, Translation, Audio Transcription, Television News, Communication Skills, Intercultural..., Social Networking
Education
New York University 2012 — 2014
Master of Arts (M.A.), Media, Culture and Communication, 3.86
University of Macau 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General, 3.79
Boston College 2011 — 2011
one-semester exchange, English Language and Literature, General, 3.83
ESSCA, France 2009 — 2009
summer exchange, International and Intercultural Communication
Immaculate Conception School October 2014 - Present
Bronx River Alliance May 2014 - October 2014
Dartmouth College Rassias Center June 2014 - July 2014
Fairfield University's Student Programs & Leadership Development September 2010 - April 2014
Fairfield University's Student Phonathon September 2012 - May 2013
Fairfield University's Computing and Network Services January 2012 - May 2013
Credit Suisse September 2009 - August 2011
SIFMA September 2008 - June 2009
Deloitte September 2007 - June 2009
Skills
Spanish-speaking, Community Outreach, Cultural Diversity, Spanish, Facebook, Creative Writing, Social Networking, Event Planning, Time Management, Teamwork, Microsoft Word, Social Media, Research, Microsoft Excel, PowerPoint
Education
Fairfield University 2010 — 2014
Bachelor's Degree, Communication and Spanish
Cristo Rey New York High School 2007 — 2010
Be Social Change July 2014 - August 2014
SIFMA February 2014 - June 2014
Working In Support of Education July 2013 - August 2013
All Stars Project, Inc. July 2011 - August 2011
Junta Hispana for John Frieda July 2011 - July 2011
Skills
Microsoft Office, Finance, PowerPoint, Social Media, Microsoft Word, Spanish, Microsoft Excel, Market Research, Marketing Communications, Marketing, Marketing Strategy, Strategic Planning, Competitive Analysis, Research, Social Networking, Event Planning, Leadership, Customer Service, Public Speaking
Education
Baruch College, City University of New York (CUNY) 2015 — 2018
Bachelor's degree, Finance, General
State University of New York at New Paltz 2014 — 2015
Bachelor's degree, International Business Marketing, 3.2
Jacqueline Kennedy Onassis HS 2010 — 2014
International Careers, Business, 3.7
American Immigration Lawyers Association March 2014 - Present
SIFMA October 2013 - February 2014
APCO Worldwide September 2013 - October 2013
APCO Worldwide June 2012 - September 2013
APCO Worldwide January 2012 - May 2012
Anthropologie May 2011 - March 2012
U.S. DEPARTMENT OF HOMELAND SECURITY September 2011 - December 2011
Gillibrand for Senate May 2011 - August 2011
Future Shorts March 2011 - April 2011
Indiana Golf Foundation May 2008 - August 2010
Skills
Microsoft Office, Drupal, Google Analytics, Final Cut Pro, Cision, Social Media Outreach, Microsoft Excel, Social Media Marketing, Constant Contact, Wordpress, Microsoft Word, Campaigns, Hootsuite, WordPress, Social Media
Education
American University 2008 — 2012
BA, Communications, Legal Institutions, Economics, Government (interdisciplinary); Film and Media Arts
American University 2008 — 2012
Bachelor of Arts (B.A.), Communications, Government, and Film and Media Studies
SIFMA May 2014 - Present
Lisa Giovinazzo for City Council 2013 February 2013 - November 2013
Councilmember Jimmy Van Bramer January 2013 - May 2013
Kumon November 2012 - December 2012
Lisa Grey for New York Senate 2012 June 2012 - November 2012
American University Washington College of Law Turkey Summer Program January 2009 - May 2012
Ocean Renewable Energy Coalition April 2012 - April 2012
Marcia Wolff March 2012 - April 2012
Sam Wolff February 2012 - March 2012
United States Senate August 2011 - December 2011
Skills
Legal Writing, Public Policy, Politics, Legal Research, International Law, Administrative Law, Proposal Writing, Policy Analysis, Community Outreach, Litigation, Transportation Policy, Energy Policy, Transportation, Wind Energy, Government Relations, Environmental Policy, Presentation Development, Regulatory Affairs, Editing, Renewable Energy, Oil&Gas, Offshore Energy..., Financial Sector Policy, United Nations, Congressional Liaison, State Government, Securities Regulation
Education
American University, Washington College of Law 2010 — 2012
Master of Laws (LL.M.), Law and Government, 3.8/4.0
American University, Washington College of Law 2007 — 2010
Doctor of Law (J.D.)
Marquette University 2003 — 2007
B.A., History, Medieval Studies
QVC, Inc. (a Liberty Interactive Company) February 2014 - Present
AIG August 2009 - February 2014
AIG February 2004 - August 2009
SIFMA March 2001 - January 2004
the Partnership for New York City November 1998 - February 2001
City of New York, Office of the Mayor December 1996 - November 1998
NYS Battery Park Authority January 1994 - November 1996
City of New York, Office of the Mayor March 1992 - December 1994
Skills
Government Affairs, Business/Market..., Public Policy
Education
Albany Law School of Union University
Juris Doctor (JD), Securities law and regulations
Georgetown University
Bachelor of Science in Business Adminstration (BSBA), Finance and American Government
SIFMA October 2012 - Present
U.S. Senator Jerry Moran March 2011 - October 2012
Committee on Financial Services September 2007 - March 2011
Congressman Paul Gillmor February 2005 - September 2007
Committee on Financial Services June 2003 - September 2007
Skills
Public Policy, Policy Analysis, Media Relations, Strategy Development, Speech Writing, Banking
Education
Davidson College 1998 — 2002
SIFMA August 2013 - Present
Swiss Re May 2012 - July 2013
Warner Music Group October 2005 - May 2012
STV 2009 - 2009
Warner Music Group May 2006 - September 2008
WMG October 2004 - September 2006
Oliver Wyman 2003 - 2004
Skills
Outlook 2003/2007/2010, Microsoft Office..., Active Directory, Customer Relations, Blackberry Enterprise..., Blackberry, iPhone, ipad, Windows 7, Cellular, Executive Support, Project Managment
Education
New York Institute of Technology-Old Westbury 1998 — 2000
Bachelors Degree, Electrical Engineering Technology
DeVry 1996 — 1998
Electronics Technology Diploma, ET
Tottenville H.S. 1990 — 1994
Diploma, Diploma
Consumer Bankers Association 2012 - Present
College of Charleston 2010 - Present
International Center for Research on Women (ICRW) May 2008 - November 2011
SIFMA December 2006 - April 2008
Corporation for Public Broadcasting 1993 - 2002
The White House 1991 - 1993
Skills
Strategic Communications, Media Relations, Crisis Communications, Public Relations, Non-profits, Government Relations, Politics, Nonprofits, Press Releases, Speech Writing, Marketing, International Relations, Corporate Social..., Editing, Fundraising, Public Affairs, Journalism, Corporate Communications, Internal Communications, Newsletters, Social Media, Policy Analysis, Community Development, Public Policy, Blogging, Copywriting, Political Campaigns, Event Planning, Publicity, Message Development, Community Outreach, Copy Editing, Crisis Management, Program Management, Spokesperson
Education
University of South Carolina-Columbia 1984 — 1987
BA, Journalism
American University
MA, Public and Political Communications
SIFMA November 2012 - Present
SIFMA November 2010 - November 2012
SIFMA May 2007 - November 2010
Baltic Linen June 2005 - May 2007
Skills
New York State..., Professional..., Microsoft Office, Email Marketing, Logistics, Logistics Management, Direct Sales, Website Updating, Manage Client..., Concur, Calendars, Research, Sales Management, Events, Coordinating Events, Hoovers, Data Entry, Passkey, Silverpop Engage, Event Management, Management, Trade Shows, Strategic Planning, Human Resources, Corporate Events, Event Planning, Salesforce.com, Sponsorship Sales, Sponsorship Marketing, Sponsorship Research, Sponsorship, Marketing
Education
Polytechnic Institute of New York University 2010 — 2012
Master of Science (M.S.), Project Management, 3.5
City University of New York-Baruch College 2002 — 2005
Bachelor of Business Administration (B.B.A.), Marketing Management, 3.5
SIFMA October 2013 - Present
University Writing Center- James Madison University January 2013 - May 2013
Rockland Podiatry July 2008 - August 2011
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Customer Service, Research, Facebook, Editing, Social Networking, Social Media Marketing, Marketing Communications, Teamwork, Blogging, Advertising, Communicative Skills, Human Resource..., Writing, Wordpress, Strategic Communications, Marketing, Community Outreach, Data Entry, Time Management, Media Relations, WordPress, Creative Writing, Human Resources
Education
James Madison University 2009 — 2013
Bachelor of Arts (BA), Communication, Human Resources, Writing & Technical Communication
The Chefs Connection 2014 - Present
KBW March 2008 - September 2013
SIFMA February 2005 - May 2007
SIFMA August 2004 - February 2005
Skills
Baking and Pastry, Editing, Writing, WordPress, Mac & PC platforms, Microsoft Office, Bloomberg, Navision, Microsoft Dynamics SL, Banking, Adobe Acrobat, Accounting, Equities, Invoicing, Accounts Payable, Management
Education
Institute of Culinary Education 2014 — 2014
Diploma Program, Baking and Pastry Arts/Baker/Pastry Chef
Marywood University 2001 — 2002
Interior Design/Architecture
SIFMA February 2014 - Present
Sitch Ukrainian Athletic-Educational Association October 2013 - February 2014
Law Offices of Fredric L. Marcus September 2013 - February 2014
Lafayette College August 2009 - May 2013
Investor Analytics May 2012 - July 2012
US Senate Foreign Relations Committee/Senator Richard Lugar January 2012 - April 2012
Children of Chornobyl Relief and Development Fund July 2009 - August 2011
Skills
Microsoft Office, Text Editing, Research, Social Media, Social Networking, Event Planning, Management, Non-profits, Customer Service, Salesforce.com, Microsoft Word, Foreign Policy, International Relations, Federal Government, Ukrainian, Russian, Slavic languages, Public Relations, Economics, Nonprofits, Microsoft Excel, Public Speaking, Editing, Leadership, PowerPoint
Education
Lafayette College 2009 — 2013
A.B., Policy Studies, Russian & East European Studies, 3.88 GPA
American University 2012 — 2012
Foreign Policy
Oratory Preparatory School 2005 — 2009
High School
Lindh Foster, LLC March 2013 - Present
Patton Boggs LLP November 2007 - August 2012
SUNY Buffalo Law School January 2009 - May 2009
ASIFMA May 2006 - March 2007
SIFMA 2006 - 2007
SIFMA - The Securities and Financial Markets Association 2006 - 2007
Securities Industry and Financial Markets Association 2000 - 2007
Bond Market Association (TBMA) September 2000 - July 2006
The Bond Market Associate 2000 - 2005
Federal Reserve Bank of New York January 1995 - September 2000
Skills
Banking, Financial Markets, Securities, Capital Markets, Hedge Funds, Securities Regulation, Derivatives, Corporate Finance, Fixed Income, Asset Managment, Corporate Governance, Risk Management, Corporate Law, Finance, Financial Regulation, Commercial Litigation, Trading, Strategy, Financial Services, Asset Management, Banking Law
Education
University of Virginia School of Law 1987 — 1990
JD, Law
Colorado College 1981 — 1985
B.A., Political Science & History
The London School of Economics and Political Science (LSE) 1983 — 1984
Visiting Scholar, Economic History
Pomfret School 1978 — 1982
13D Monitor October 2014 - Present
SIFMA August 2013 - October 2014
Euromoney Institutional Investor (IMN Conferences) November 2010 - August 2013
Euromoney Institutional Investor (IMN Conferences) January 2007 - October 2010
Corporate Executive Board March 2005 - December 2006
Skills
Marketing Strategy, New Business Development, Business Development, Marketing, Social Media, Marketing Communications, Strategic Planning, Social Media Marketing, Email Marketing, Market Research, Business Strategy, Event Management, Public Relations, Account Management, Salesforce.com, Digital Marketing, Negotiation, Strategic Partnerships, Sponsorship Sales, Lead Generation, B2B, CRM, Integrated Marketing, Online Advertising, Digital Media, Strategy
Education
Bucknell University 2000 — 2004
Political Science
Ooh La La Boutiques August 2011 - Present
Ian Somerhalder Foundation May 2013 - Present
Dolce Press :: design studio & letterpress print shop January 2012 - June 2013
CM Performing Arts Center December 2010 - February 2012
The Wilderness February 2010 - April 2010
Ovation Corporate Travel October 2007 - April 2009
SIFMA October 2004 - October 2007
Skills
InDesign, Graphic Design, Photoshop, Dreamweaver, Adobe Creative Suite, Brochures, Illustrator, Adobe Acrobat, Creative Direction, Art Direction, QuarkXPress, Event Planning, Email Marketing, PowerPoint, Direct Mail, Typography, Editing, Corporate Branding, Corporate Identity, Logo Design, Photography, Advertising
Education
Parsons School of Design 2008 — 2010
AAS, Graphic Design
Fairfield University 1998 — 2002
BA, English
SIFMA January 2015 - Present
Office of the Attorney General of the State of New York August 2014 - December 2014
Office of the Attorney General of the State of New York June 2014 - August 2014
NYC Department of Consumer Affairs January 2014 - May 2014
LCS & Partners June 2013 - August 2013
Fragomen, Del Rey, Bernsen & Loewy January 2011 - May 2012
Skills
Litigation, Westlaw, Legal Research, Research, Legal Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
Boston College 2006 — 2010
Bachelor of Arts (B.A.), History
Oxford University 2007 — 2008
Study Abroad, History and Politics
Stuyvesant High School
Citi December 2014 - Present
Moody's Investors Service July 2011 - December 2014
NYSE Euronext May 2010 - August 2010
SIFMA June 2009 - January 2010
Education
Lehigh University 2007 — 2011
BS, Finance
Eisenhower Institute at Gettysburg College January 2015 - Present
Gettysburg College October 2013 - Present
SIFMA June 2015 - August 2015
United States Senate May 2014 - August 2014
Eisenhower Institute at Gettysburg College January 2013 - January 2014
Skills
Customer Service, Management, Sales, Logistics, Microsoft Office, Research, Time Management, Data Analysis, Community Outreach, Event Planning, Fundraising, PowerPoint, Human Resources, Leadership, Public Speaking, Social Media, Facebook, Social Networking
Education
Gettysburg College 2013 — 2017
Bachelor of Arts (B.A.), Political Science and Government & Minor, Business
New Canaan High School 2009 — 2013
SIFMA January 2005 - Present
Starpoint Solutions 2000 - 2002
Dow Jones Telerate 1997 - 1999
Dow Jones Telerate 1997 - 1999
Intelcom Data Systems 1989 - 1993
Skills
Product Design, Business Analysis, Programming, Databases, System Administration, Vendor Management, Customer Support, Project Management, Program Management, Product Management, Cloud Computing, Research, Team Leadership, Strategy, Leadership, SharePoint, Analysis, Computer Systems..., Computer Hardware, HTML, Unix, Cross-functional Team..., IT Strategy, Software Development, Program Development, Social Media, Requirements Analysis, Change Management, Integration, Perl, Risk Management, Management, Strategic Planning, Business Process..., Project Planning, Microsoft Office, Governance, IT Operations, Process Improvement, IT Solutions, CRM, Data Analysis, Outsourcing
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1986 — 1988
Master of Science (MS), Electrical Engineering
Columbia University - Fu Foundation School of Engineering and Applied Science 1982 — 1986
Bachelor of Science (BS), Electrical Engineering
Charles River Associates August 2014 - Present
Kenyon College August 2011 - May 2014
Keeling & Associates, LLC June 2013 - August 2013
SIFMA May 2012 - August 2012
Kenyon College Commencement and Ceremonies May 2011 - May 2012
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Policy Analysis, Microsoft Word, Intermediate Arabic, Statistics, Budgets, Data Analysis, Economics
Education
Kenyon College 2010 — 2014
Bachelor of Arts (BA), Economics and International Studies
Affiliates Risk Management Services, Inc. April 2015 - Present
UNC Eshelman School of Pharmacy, The Academy February 2014 - March 2015
UNC Eshelman School of Pharmacy, Office of Strategic Planning and Assessment June 2011 - February 2014
UNC Gillings School of Global Public Health, NC Center for Public Health Preparedness December 2007 - June 2011
UNC Gillings School of Global Public Health, Center for Health Promotion and Disease Prevention June 2005 - November 2007
SIFMA January 2004 - May 2005
The University of Arizona October 1999 - June 2002
Washington University in St. Louis May 1998 - May 1999
Education
North Carolina State University 2008 — 2012
Master of Education (MEd), Training and Development, GPA: 4.0/4.0
Maine Media Workshops + College 2002 — 2003
Certificate, Photography
Washington University in St. Louis 1996 — 1999
Bachelor of Arts (BA), Major: Psychology; Minor: Fine Arts, GPA: 3.6/4.0
Syracuse University Florence (Italy) 1998 — 1998
Summer Visual Arts Program, Photography and Art History
Amplified Event Strategy January 2014 - Present
PYMNTS.com May 2013 - January 2014
World Congress July 2012 - May 2013
SIFMA May 2007 - June 2012
American Conference Institute 2005 - 2007
Richard A. Goldberg & Associates 2002 - 2005
Superior Court of New Jersey 2001 - 2002
Education
Rutgers University School of Law - Camden 1999 — 2001
Doctor of Law (JD)
New York University 1995 — 1998
Bachelor of Arts (BA), Politics
U.S. House of Representatives June 2014 - Present
U.S. House of Representatives April 2014 - May 2014
U.S. House of Representatives September 2012 - March 2014
U.S. House of Representatives January 2011 - August 2012
U.S. House of Representatives August 2010 - December 2010
SIFMA June 2009 - May 2010
U.S. House of Representatives June 2008 - July 2008
Skills
Legislative Relations, Legislative Research, Legislation, Public Policy, Policy Analysis, Government, Energy Policy, Research, Constituent Services, Policy, Appropriations, Politics, Political Communication, Legislative Affairs, Congressional Affairs, Congress, Public Affairs, Political Science, Federal Government
Education
Georgetown University 2014 — 2017
Masters in Public Policy
Georgetown University 2006 — 2010
B.A., Government, Art History
USDA July 2015 - Present
SIFMA July 2014 - April 2015
YuPR Concepts+Strategies LLC February 2012 - July 2014
Washington DCJCC April 2012 - June 2014
Hill+Knowlton Strategies February 2011 - March 2012
Dow Jones Newswires & The Wall Street Journal July 2008 - December 2010
The Sun News November 2007 - July 2008
Detroit Free Press May 2007 - September 2007
Thomson Reuters 2006 - 2006
Skills
Storytelling, Media Relations, Nonprofits, Proposal Writing, Strategic Communications, Program Management, System Administration, Editorial, Government, Policy, Editing
Education
University of Maryland (Virtual Campus) 2013 — 2016
Master of Science (MS) and Master of Business Administration (MBA), Financial Management & Information Systems
Michigan State University 2003 — 2007
Bachelor of Arts (BA), Journalism
Broadridge Financial Solutions Inc. (formerly ADP Brokerage) 2009 - Present
Broadridge Financial Solutions November 2008 - Present
SIFMA 2007 - 2008
Securities Industry and Financial Markets Association 1991 - 2008
Morgan Stanley Dean Witter 1982 - 1987
new york stock exchange 1977 - 1982
Skills
Securities, Fixed Income, Capital Markets, Mutual Funds
Education
Harvard Business School 1960 — 1962
MBA
Hamilton College 1956 — 1959
BA, English, Economics
Santander Holdings US and Santander Bank, N.A. November 2014 - Present
Power Financial Holding Inc. March 2010 - Present
Power Corporation of Canada 2010 - Present
GreatWest Life Insurance Co 2009 - Present
Markit October 2013 - November 2014
JPMorgan Chase February 2013 - November 2014
Lloyd's Banking Group March 2009 - May 2013
SIFMA 2008 - February 2013
J.P. Morgan 1993 - 2008
Department of Treasury 1990 - 1993
Skills
FIG, Real Estate Finance, Capital Markets, Fixed Income, Securities, Hedge Funds, Investment Banking, Derivatives, Equities, Investments, Financial Markets, Asset Managment, Bonds, Structured Products, Corporate Finance, Trading, Financial Modeling, Thought Leadership, Financial Services
Education
American University, Washington College of Law 1970 — 1973
Juries Doctorate, Law
Villanova University 1963 — 1967
AB, Political Science
SIFMA January 2014 - Present
UBS March 2009 - December 2013
NYSE Euronext September 2002 - March 2009
American Airlines January 1998 - September 2002
The White House October 1995 - December 1997
U.S. Senate Budget Committee February 1994 - October 1995
U.S. Representative Martin Frost February 1992 - February 1994
Skills
Capital Markets, Hedge Funds, Securities, Investments, Strategic Planning, Private Equity, Equities, Trading, Alternative Investments, Fixed Income, Investment Banking, Mergers, Mergers & Acquisitions, Strategy, Emerging Markets, Derivatives, Investor Relations, Portfolio Management, Economics, Risk Management, Public Policy, Legislative Relations, Regulatory Affairs, Political Risk Analysis, Team Management, Engaging Speaker, Financial Markets, Bloomberg, Public Speaking
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, International Business
Harvard University 1986 — 1990
AB, Economics
Eleanor Roosevelt High School 1982 — 1986
Physics
The Depository Trust & Clearing Corporation (DTCC) February 2011 - Present
Securities Industry and Financial Markets Association - SIFMA (formerly SIA) September 2006 - October 2008
SIFMA 2001 - 2008
Securities Industry and Financial Markets Association (Formerly SIA) August 2001 - September 2006
Association for Computing Machinery June 1996 - July 2001
Skills
Event Management, Email Marketing, Strategy, Editing, CRM, Training, Management, Leadership, Financial Services, Marketing, Event Planning, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 1985 — 1991
B.S. in Education
Chloe + Isabel by Ms Jade March 2015 - Present
The Shubert Organization December 2012 - Present
SIFMA February 2008 - January 2012
Bear Stearns, Inc. 2007 - 2008
Moody's Investors Service 2006 - 2007
Skills
Office Management, Event Planning, Customer Service, Microsoft Office, Budgets, Microsoft Excel, Administrative..., Administration, PowerPoint, Strategic Planning, Microsoft Word, Public Speaking, Management, Research, Process Scheduler, Event Management, Negotiation, Real Estate, Real Estate Project...
Education
Capella University 2014 — 2014
Bachelor's Degree, Business Management
Passaic Valley Regional School District September 2002 - Present
SIFMA August 2008 - August 2009
Mobile Computer Training - Celarix - Inacom September 1999 - August 2002
Tektronix February 1993 - August 1999
Informix September 1990 - January 1993
ADP March 1988 - August 1990
NCR July 1984 - February 1988
Skills
Problem Solving, Mentoring, Sales Management, Accounting, Strategic Planning, Management, Business Planning, Leadership, Coaching, Public Speaking, Time Management, Operations Management, Staff Development, Team Building, Strategy, Entrepreneurship, Training, Recruiting, Marketing, Sales, Leadership Development, Human Resources, Budgets, Networking, Communication, Policy, Teaching, CRM, Energy, Nonprofits, Business Development, Research, PowerPoint, Team Leadership
Education
St. Peter's College 2003 — 2006
MA, Masters in Education, 3.8 GPA
Fairleigh Dickinson University 1987 — 1990
MBA, Information Systems
Montclair State University 1980 — 1984
BS, Marketing and Computer Science
Passaic Valley HS 1976 — 1980
WRHS 1976 — 1980
SIFMA 2000 - 2010
Education
Adelphi University 1987 — 1989
Master of Business Administration (MBA)
SIFMA March 2013 - Present
Financial Industry Regulatory Authority May 2011 - March 2013
Financial Industry Regulatory Authority June 2010 - May 2011
NYSE Regulation - Market Surveillance July 2008 - June 2010
Bear Stearns October 2007 - July 2008
US Securities and Exchange Commission January 2007 - April 2007
NYSE May 2006 - November 2006
Morgan Stanley, Compliance January 2006 - April 2006
Skills
FINRA, Securities, Equities, Capital Markets, Trading, Legal Writing, Legal Research, Financial Regulation, Equity Trading, Options
Education
Brooklyn Law School 2004 — 2007
University at Albany, SUNY 2000 — 2004
BS, Finance, Economics
SIFMA March 2005 - Present
Chase March 2000 - March 2005
Skills
Securitization, Capital Markets, Mortgage Lending, Fixed Income, MBS, Trading, Hedge Funds, Securities, Structured Products, Derivatives, Bonds, Investment Banking, Finance, Equities, Bloomberg, Loans, Management, Strategic Leadership, Asset-backed...
Education
Franklin & Marshall College 1995 — 1999
Bachelor of Science (BS), Economics
Franklin & Marshall College 1995 — 1999
Bachelor of Science (BS), Government
Archmere Academy 1991 — 1995
Sibley Memorial Hospital January 2015 - Present
MedStar Washington Hospital Center June 2014 - Present
Washington Hospital Center 2013 - June 2014
Seyfarth Shaw June 2008 - August 2010
SIFMA September 2007 - June 2008
HunterMaclean April 2003 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Nonprofits, Healthcare
Education
Georgetown University 2011 — 2012
Second Degree BSN, Registered Nursing/Registered Nurse
Evangel University 1995 — 1999
Bachelor's degree, Government and Social Science
Milken Institute Center for Financial Markets March 2014 - Present
SIFMA November 2013 - February 2014
SIFMA August 2011 - November 2013
Taxpayers for Common Sense February 2010 - August 2011
Jackson & Campbell, P.C. December 2007 - February 2010
Reinsurance Association of America June 2007 - December 2007
Skills
Adobe Professional, Bloomberg Government, Lexis, Microsoft Office, SPSS, Stata, PACER, Financial Regulation, Government Advocacy, Lobbying, Westlaw, Public Policy, Strategic Communications, Tax Policy, Dodd-Frank, International Relations, Trade Associations, Government Agencies, Regulatory Affairs, Regulatory Analysis, Regulatory Policy, Congress, Capitol Hill, Finance, Congressional Affairs, Treasury, CFTC, SEC filings, Securities Regulation, Congressional testimony, Self-motivated Team..., Policy Analysis, Cross-border, Governmental Affairs, Legislative Policy, Legislative Issues, Legislative Research, Financial Services, Policy, Nonprofits, Legislative Relations, Government, Legal Writing, Social Media
Education
American University 2010 — 2012
Master of Public Policy, Concentration: Financial Management, Applied Politics
University of Richmond 2003 — 2007
BA, Political Science, History
Univerzita Karlova v Praze 2006 — 2006
Semester Abroad
The American School in London 1998 — 2003
HS
SIFMA July 2004 - Present
Clifford Chance US LLP September 1985 - June 2004
Skills
Financial Regulation, Securities Regulation, Securities Litigation, Management, Corporate Law, Securities, Capital Markets, Financial Services, Structured Finance, Broker-Dealer, Civil Litigation, FCPA, Investment Advisory, FINRA, SEC, Corporate Governance, Commercial Litigation, Due Diligence, Mergers, Litigation, Hedge Funds, International Law, Joint Ventures, Equities, AML, Private Equity, Arbitration, Dodd-Frank, Fixed Income, Appeals, Mediation, White Collar Criminal..., Mutual Funds, Employment Law, Class Actions, Investment Advisers Act, Corporate Finance, Internal Investigations, Intellectual Property, Cross-border..., Trade Secrets, Alternative Investments, Legal Research, Dispute Resolution, Series 24, Derivatives, Series 7, Investment Company Act, Banking Law, Risk Management
Education
Georgetown University Law Center 1982 — 1985
JD
Emory University 1978 — 1982
BA, Political Science
Rapid Realty February 2010 - Present
My Home Office November 2004 - Present
Home Office June 2004 - Present
FulRock Realty Corp. September 2006 - January 2012
SIFMA April 2009 - August 2009
SIFMA April 2009 - August 2009
SIFMA May 2008 - August 2008
BN.com April 2003 - July 2004
The Foundation Center October 2002 - April 2003
INETNOW November 2001 - August 2002
Skills
Drama, Editing, Publications, Real Estate, Advertising, Time Management, Comedy, Leadership, Management, Proofreading, Customer Service, Editorial, Research, Social Networking, Writing, Social Media Marketing, Marketing, Sales
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
City University of New York-Brooklyn College 1995 — 1998
West Middle School November 2014 - Present
Leadership Matters, LLC May 2009 - Present
On-Track Tutoring May 2009 - Present
SIFMA June 2006 - November 2014
Staffwriters, Inc. April 2006 - June 2006
Newsday June 1983 - December 2005
Skills
Editing, Writing, Microsoft Office, Customer Service, Budgeting, Teaching
Education
Hofstra University 2010 — 2011
C.A.S., TESOL, 4.0
Dowling College 1987 — 1989
M.S., Reading/Literacy, 3.6
Dowling College 1985 — 1987
B.S., Elementary Education, 3.5
Farmingdale State University of New York 1983 — 1985
A.A.S., Liberal Arts, 3.4
West Islip High School
SIFMA 1997 - Present
Securities Industry and Financial Markets Association 1997 - Present
Investment Dealers' Digest March 1993 - December 1997
KPMG August 1989 - March 1993
Skills
Creative Direction, Marketing Communications, Creative Problem Solving, Budgeting, Adobe Creative Suite, Print Production, Photoshop, Dreamweaver, Graphic Design, InDesign, Microsoft Office, PowerPoint, Illustrator, HTML, Vendor Management, Excel, Pre-press, Production, Newsletters, Print Production..., Digital Printing, Budgets, Magazines, Direct Mail, Adobe Acrobat, Publications, QuarkXPress, Corporate Branding, Advertising, Direct Marketing, Integrated Marketing, Brand Development, Brochures, Email Marketing, Content Management, Copywriting, Digital Marketing, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BA, Marketing/Advertising
SIFMA Director, Government RelationsThe Options Clearing CorporationApril 2007 - February 2011
Skills
Financial Services, Capital Markets, Policy Analysis, Strategic Communications, Securities, Public Policy, Securities Regulation, Financial Regulation, Hedge Funds, FINRA, AML, Derivatives
Education
University of Michigan 1981 — 1985
BA, Social Sciences and Spanish
Middlebury College 1983 — 1984
N/A, Spanish
SIFMA June 2015 - August 2015
Shortstack Modeling June 2011 - June 2015
Taverna Banfi at Statler Hotel September 2013 - May 2015
Choice New York Management Company, LLC June 2014 - August 2014
The Cornell Club-New York May 2013 - August 2013
Breakthrough Collaborative January 2008 - June 2012
Kido Sushi June 2011 - September 2011
Top Shelf Clothing Boutique June 2010 - September 2010
Skills
Microsoft Office, Hospitality, Microsoft Word, Customer Service, Sales, Event Management, Time Management, Microsoft Excel, Public Speaking, Social Media, Communication, Fundraising, Marketing, Leadership, Hotels, Retail, Restaurants
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Hotel Administration
University of Virginia (Semester at Sea) 2014 — 2014
Bachelor's Degree, Study Abroad for Fall 2014
Eleanor Roosevelt High School 2008 — 2012
goCharge April 2015 - Present
SIFMA January 2015 - March 2015
gocharge 2015 - 2015
Cushman & Wakefield May 2014 - June 2014
Dean Draznin Communications September 2013 - November 2013
Dean Draznin Communitcations June 2013 - August 2013
Cambridge Investment Research September 2012 - October 2012
Motema September 2011 - January 2012
Apple SOHO INC October 2008 - July 2011
Universal Republic Records September 2010 - December 2010
Skills
Facebook, Social Media, Digital Marketing, Blogging, Press Releases, Marketing, Google Analytics, Newsletters, Social Media Marketing, Social Networking, Digital Media, Event Management, Digital Strategy, Public Relations, Email Marketing, Management
Education
State University of New York College at Purchase 2006 — 2010
Bachelor's Degree of Fine Arts, Arts Management
Institue for Collaborative Education 2001 — 2006
High School Diploma
McDonough School of Business, Full-time MBA Admissions Office September 2011 - December 2013
ING U.S. Investment Management June 2013 - August 2013
SIFMA September 2012 - December 2012
NASDAQ OMX June 2012 - August 2012
Georgetown University, Office of Advancement January 2011 - September 2011
World Trade Center Institute May 2011 - August 2011
Skills
Social Media, Marketing
Education
Georgetown University - The McDonough School of Business 2010 — 2013
BSBA, Marketing
Dickinson College 2009 — 2010
Bryn Mawr School 2005 — 2009
Thirty-Ninth Street Strategies June 2014 - December 2014
Buying Time Media September 2014 - November 2014
SIFMA June 2013 - August 2013
Kenyon Economics Department August 2011 - December 2011
Skills
Research, Legislative Relations, Public Speaking, Economics, C++, Snap Survey Software, NGP-VAN, Microsoft Office, Statistics, Stata, Facebook, Social Media, Public Policy
Education
Indiana University Maurer School of Law 2015 — 2018
Juris Doctor (J.D.)
Kenyon College 2010 — 2014
Bachelor's Degree, Economics, 3.43
Bloomberg LP June 2015 - Present
Bloomberg LP June 2014 - June 2015
Jackson Mann Community Center October 2011 - May 2014
SIFMA June 2013 - August 2013
Nixon Peabody January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Google Docs, Research, Stata, Customer Service, Event Planning, Leadership, Marketing, Sales, Management, Microsoft Word, Program Management, Facebook
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), Economics & Hispanic Studies
John L. Miller Great Neck North High School 2006 — 2010
Yeshiva University December 2014 - Present
Yeshiva University January 2011 - November 2014
Yeshiva University August 2007 - December 2010
SIFMA July 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Mac OS X, Microsoft Word, Microsoft Office, Social Media, Access, R25, Outlook, iPhone, Accounting, OS X, Economics, Nonprofits, Higher Education
Education
Yeshiva University 2011 — 2013
MS, Accounting
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance
Queens College 2010 — 2010
Stuyvesant High School 2003 — 2007
Editorial Projects in Education May 2014 - Present
Chain Bridge Bank May 2008 - May 2014
Institute for Humane Studies July 2007 - May 2008
Mercatus Center July 2007 - May 2008
SIFMA February 2004 - July 2007
American Society of Travel Agents January 2000 - November 2003
Skills
Project Management, IT Strategy, Vendor Management, Network Administration, Systems Integration, IT Infrastructure Design, IT Infrastructure..., Integration, Business Intelligence, Networking, Data Center, Security, Windows Server, Management, Troubleshooting, Leadership, Program Management, Information Technology
Education
University of Virginia 2008 — 2009
MS, Management of IT
Randolph-Macon College 1995 — 1999
BA, Spanish, International Studies
Defense Logistics Agency July 2015 - Present
514th Air Mobility Wing April 2011 - June 2015
US Air Force Reserve April 2011 - September 2014
SIFMA 2011 - 2013
USAF 1999 - 2011
Skills
unarmed combatives..., Military, Security Clearance, Leadership, Strategic Planning, Government, National Security, Risk Management, Strategic Communications, Program Management, Top Secret, Policy, Operational Planning, Military Operations, Military Experience, Leadership Development, DoD, Defense, Crisis Management
Education
City University of New York Graduate Center 2011 — 2016
PhD, Political Science Public Policy International Relations
Auburn University at Montgomery 2005 — 2007
Masters, International Relations
US Air Force Academy 1999 — 2003
Bachelor of Science, Political Science
SIFMA 2007 - Present
SIFMA - The Securities and Financial Markets Association January 1999 - Present
Skills
Fixed Income, Equities, Securities, Non-profit Director, Association Management, Asset Management, Hedge Funds, Structured Products, Capital Markets, Financial Markets, Mutual Funds, Derivatives, Trading, Bloomberg, Series 63, Risk Management, Middle Office, Emerging Markets, Operational Risk, Asset Managment
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA, Finance, International Business
Helia
Medicinal Nutrition December 2008 - Present
SIFMA September 2011 - January 2015
Leucadia National Corporation October 2010 - July 2011
Natixis Bleichroeder Inc 2005 - 2009
United States Tennis Association 2001 - 2003
Saatchi & Saatchi Advertising 1999 - 2001
Skills
Wellness Coaching, Nutrition, Wellness, Holistic Health, Public Speaking, Lifestyle, Coaching, Event Planning, Employee Wellness, Customer Service, Entrepreneurship, Event Management, Fitness, Social Media, Nutritional Counseling, Lifestyle Coaching, Marketing, Sports, Social Media Marketing
Education
Institute for Integrative Nutrition 2008 — 2009
CHHC, Nutrition and Health Coaching
State University of New York - System 2008 — 2009
BS, International Trade
Fashion Institute of Technology 1998 — 2000
BS, International Trade & Marketing
Temple University 1995 — 1998
Business
Foothill Securities, Inc. May 2014 - January 2015
Life Sales, LLC FMO Allianz Life Insurance Company of North America November 2011 - May 2014
Questar Capital, An Allianz Company November 2011 - May 2014
Miami-Dade County, Democratic Executive Committee January 2011 - December 2011
ITA Financial Services January 2010 - June 2011
ILDD 2009 - 2011
Morgan Keegan March 2005 - November 2009
SIFMA 2008 - 2009
Democratic Executive Committee, Shelby County 2008 - 2009
Obama-Biden Presidential Campaign January 2008 - December 2008
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 14, FINRA Series 10, FINRA Series 66, FINRA Series 79, FINRA Series 28, Certified Financial..., LA Insurance LHA, Securities Regulation, UK FSA, Compliance, LATAM, CA Insurance License, Fixed Annuities, Variable Annuities, Notary Public, TN Insurance License, FL Insurance License, Social Media Regulation..., FINRA, FSA, Series 63, Securities, NAIC Model Regulation, Finance, Asset Management, Series 7, Broker-Dealer, Risk Management, SEC, Equities, Series 24
Education
Merrill Lynch, Princeton Program 1999 — 2000
CFM, Financial Management
Keio University 1997 — 1998
Certificate, Japanese Studies
Temple University - Fox School of Business and Management 1994 — 1996
M.A., Economics
Teachers College of Columbia University 1992 — 1994
M.A., TESOL
Loyola University New Orleans 1986 — 1988
B.A., French
Forest Laboratories August 2008 - March 2014
JPMorgan Chase January 2005 - June 2008
Goldman Sachs April 2004 - October 2004
Santander Investment January 1998 - July 2003
McKinsey & Company August 1996 - April 1998
SIFMA November 1991 - August 1996
Deloitte Touche Tohmatsu International January 1991 - November 1991
Vegas Press March 1981 - November 1991
Skills
Translation, Spanish, Customer Service, Microsoft Office, Excel, Word, Outlook, Event Planning, English, PowerPoint, Public Relations, Proofreading, Teamwork, Administrative Support, Administrative..., Microsoft Excel, Microsoft Word, Access, Marketing, Public Speaking, Management, Training, Software Documentation, Data Analysis, Leadership, Data Entry, Event Management, Spreadsheets, Research, Time Management, Administration
Education
Boricua College 1978 — 1980
Associates
SIFMA September 2015 - September 2015
Quest Nutrition April 2014 - April 2015
People Coordinated Services October 2008 - April 2014
Weekend Weight Loss Center September 2008 - January 2010
Delight Medical and Wellness September 2007 - September 2008
Impact Clinical Trials/Power Play MD August 2006 - September 2007
Eastside Land Development July 2004 - July 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Nutritional Counseling, Training, Nutrition Education, Clinical Research, Nutrition, Management, Social Media, Time Management, Fitness, Personal Training, Healthcare, Sales
Education
Bastyr University 2004 — 2006
Bachelor's Degree, Nutrition
California State University-Los Angeles 2007 — 2008
Master's Degree, Nutritional Science
Options Group August 2015 - Present
SP Carbon NYC August 2015 - Present
Freelance August 2013 - Present
Baruch College September 2013 - Present
J.D Jeune CPA, PC February 2015 - July 2015
Fact Finders Inc. February 2013 - May 2013
University at Albany January 2012 - May 2012
SIFMA July 2010 - August 2010
Skills
QuickBooks, Microsoft Excel, Microsoft Office, Data Entry, Social Media, Interviews, Management, Outlook, Bloomberg Terminal, Mathematics, Punctual, Mac, Windows, Phone Etiquette, Accounting, Event Planning, PowerPoint, Public Speaking, Research, Time Management, Access, Data Analysis, Facebook, Microsoft Word
Education
Baruch College 2013 — 2016
Computer Information Systems
State University of New York at Albany 2011 — 2013
Accounting and Business/Management
Tottenville High School 2007 — 2011
Advanced Regents Diploma
RBC Capital Markets June 2013 - Present
SIFMA November 2012 - June 2013
SIFMA June 2010 - November 2012
American Cancer Society June 2009 - August 2009
MagnaCare June 2008 - August 2008
Skills
PowerPoint, Excel, Outlook, Fundraising, Event Planning, Microsoft Excel, Passkey, Event Management, Budgets, Market Research, Marketing, Marketing Communications, Social Media, Strategic Planning, Leadership, Public Speaking
Education
Muhlenberg College 2006 — 2010
BA, Communications, Russian Studies
Florence University of the Arts 2009 — 2009
SIFMA November 2014 - Present
SIFMA October 2011 - Present
International Council of Shopping Centers April 2008 - November 2011
Goldman Sachs August 2007 - December 2007
American Association of Advertising Agencies 2000 - 2007
Cleveland Clinic 1998 - 1999
Skills
Social Media, Marketing, Event Management, Leadership, Trade Shows, Public Speaking, Hotels, Advertising, Program Management, Strategic Planning, Meeting Planning, Contract Negotiation, Management, Event Planning, Hospitality, Time Management
Education
Elon University 1994 — 1998
Bachelor's degree, Political Science and Government
SIFMA September 2015 - Present
Fordham University April 2014 - Present
Sutton Place Capital Management January 2015 - July 2015
LANDOR & FUEST CAPITAL MANAGERS, LLC February 2015 - April 2015
Fordham University January 2014 - June 2014
Tata Consultancy Services March 2011 - July 2013
Skills
Equity Research, Fundamental Analysis, Financial Modeling, DCF Analysis, IPO Valuation, Market Research, Written & Oral..., C, Java, .NET, COBOL, JCL, DB2, PL/SQL, IMS DB/DC, VSAM, DCF, Valuation, Bloomberg Terminal, Microsoft Excel, Data Analysis
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Business Administration (MBA), Finance & Information Systems
Jawaharlal Nehru Technological University 2006 — 2010
Bachelor of Technology (BTech), Electronics and Communications Engineering
Cruise Industry Charitable Foundation (CICF) January 2015 - Present
CLIA (Cruise Lines International Association) January 2015 - Present
HotYoga4You RVC November 2013 - Present
SIFMA March 2014 - November 2014
Ideal Media Inc September 2013 - March 2014
MGID Inc. January 2013 - August 2013
Business Insider May 2012 - December 2012
Bikram Yoga Auburn April 2011 - May 2012
PAID, inc September 2011 - February 2012
15-40 Connection May 2011 - August 2011
Skills
Social Media Marketing, Marketing Strategy, Group Work, Facebook, Social Media, Marketing, Online Advertising, Digital Marketing, Email Marketing, Online Marketing, Blogging, Marketing Communications, SEO, Web Analytics, Public Relations, Advertising, Event Management, Event Planning, Corporate Events, Photography, Google Adwords, Photoshop, Sponsorship, Google Analytics, Management, Social Networking, Microsoft Office, Writing
Education
Clark University 2010 — 2012
MBA, Marketing
Clark University 2007 — 2011
BA, Business Management and Entrepreneurship
Hartpence Art & Design August 2015 - Present
Weichert, Realtors January 2015 - Present
Conquer Cancer Foundation of ASCO January 2014 - November 2014
Villgro Innovations Foundation September 2012 - April 2013
SIFMA November 2011 - August 2012
Johnson & Johnson 2007 - 2011
Skills
Real Estate Marketing, Marketing Strategy, Corporate Communications, Fundraising, Marketing Communications, Marketing, Market Research, Microsoft Office, Program Management, Leadership, Management, Product Development, Training, Proposal Writing, Adobe Acrobat, Business Development, Policy Research, Strategy, Management Consulting, Advertising, Social Media, Strategic Planning, Workflow Management
Education
Centenary College 2009 — 2011
Public Administration Graduate Courses, 3.8
Centenary College 2003 — 2007
BA, Bachelor of Arts, Sociology
InMotion Entertainment August 2012 - Present
SIFMA July 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Social Media, Event Planning, Editing, Nonprofits
Education
LaGuardia Community College 2013 — 2015
Associate of Science (A.S.), Business Administration and Management, General
Reserve (General Assembly) August 2015 - August 2015
Rehoba Training June 2013 - July 2013
YMCA International February 2011 - June 2011
SIFMA July 2009 - August 2009
Deutsche Bank July 2008 - August 2008
Skills
Sketch, User Research, Wireframes, OmniGraffle, Adobe Illustrator, User Experience Design, Adobe Photoshop, Adobe InDesign, Invision, Articulate Storyline, Microsoft Word, Microsoft Excel, PowerPoint, Keynote, Customer Service, Axure, Competitive Analysis, User Flows, Journey Maps, Rapid Prototyping, Paper Prototyping, Information Architecture, Mac OS, Photoshop, Illustrator, InDesign, Axure RP, Sketching
Education
Baruch College 2009 — 2013
Bachelorâs Degree, Business Communication Specialization Graphics Communication
General Assembly
UXDI Immersive Course
AllianceBernstein June 2004 - Present
SIFMA 2014 - Present
Sanford C. Bernstein December 2000 - June 2006
Sanford C. Bernstein June 1998 - December 2000
Oppenheimer & Co. March 1993 - June 1998
Price Waterhouse August 1983 - June 1992
Skills
Securities, Hedge Funds, Mutual Funds, AML, Series 7, Investment Management, Broker-Dealer, Dodd-Frank, Commodity Pools, Investment Advisory, FINRA, Investments, Wealth Management, Trading, Auditing, Investment Banking, Series 14 and 24, Asset Management
Education
Lehigh University - College of Business and Economics 1979 — 1983
BS, Accounting and Finance
Navy Federal Credit Union August 2015 - Present
Navy Federal Credit Union April 2014 - Present
Navy Federal Credit Union April 2013 - April 2014
Hill+Knowlton Strategies January 2012 - April 2013
Public Strategies, Inc. January 2011 - January 2012
Madewell November 2010 - August 2011
SIFMA June 2009 - September 2009
Skills
Corporate Communications, Strategic Communications, Social Media, Public Relations, Online Advertising, Event Planning, Press Releases, Internal Communications, Facebook, Crisis Communications, Social Media Marketing, Social Networking, Blogging, PowerPoint
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, History
Georgetown University 2009 — 2009
Business Administration
SIFMA November 2007 - Present
aidin studios January 2001 - August 2004
CyberAction April 1996 - June 2001
Skills
Graphic Design, Dreamweaver, Illustrator, Web Development, HTML, Web Design, Content Management, Adobe Creative Suite, User-centered Design, Web Usability, Responsive HTML, Website Development, Responsive Web Design, CMS, CSS, User Interface Design, InDesign, Photoshop, Email Marketing, Social Media Marketing, Flash Animation, Ektron Content..., SEO, Creative Direction, User Experience, Flash, Google Analytics, jQuery, Multimedia, Fine Art, Image Editing, Web Content Management, Newsletters, Flash Design, Digital Photography, Audio Editing, Ektron, Digital Design, Web Analytics, Email Design, JavaScript, Photo Editing, Print, Website Management, Website Redesign, Premiere, Video Editing, Cross-browser...
Education
Montclair State University 2005 — 2007
BA, Art, Graphic Design
City University of New York-Hunter College 1994 — 1997
Art, Multimedia
Hewlett-Packard 2015 - Present
SIFMA June 2014 - December 2014
Tumblr September 2013 - May 2014
Freedible, Inc. June 2013 - August 2013
Barnard College March 2013 - May 2013
Westchester Magazine June 2012 - August 2012
Skills
Social Media, Microsoft Office, English, Blogging, Public Relations, Microsoft Excel, Research, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Public Speaking, Business
Education
Barnard College 2011 — 2015
Bachelor of Arts (BA), English
Columbia University in the City of New York 2011 — 2015
Hastings High School 2007 — 2011
PocketDerm November 2014 - Present
AVentful Planning September 2011 - Present
SIFMA September 2013 - February 2014
SIFMA February 2012 - February 2014
Empire Education Corporation September 2011 - February 2012
Empire Education Corporation February 2010 - September 2011
Lily Saratoga March 2005 - June 2011
Skills
Event Planning, Event Management, Microsoft Office, Excel, PowerPoint, Admissions, Sales, Social Media, Customer Service, Self Starter, Administrative Support, Blogging, Education, Internet, Social Networking, Organizing, Retail, Customer Relations, Problem Solving, Teamwork, Word, Microsoft Excel, Community Outreach, Public Speaking, Facebook, Team Building, Project Planning, Time Management
Education
State University of New York at Albany 2006 — 2009
Bachelors, Communications, Business Administration
Flagler College 2005 — 2005
Houston Association of REALTORS April 2015 - Present
US Department of Health and Human Services December 2014 - April 2015
Leticia Van de Putte for Lieutenant Governor May 2014 - November 2014
U.S. Congressman Henry Cuellar November 2011 - May 2014
SIFMA October 2011 - November 2011
Embassy of Mexico September 2010 - December 2010
Estrada Hinojosa & Co. May 2005 - August 2010
U.S. Congressman Solomon Ortiz June 2009 - August 2009
U.S. Senator John Cornyn May 2009 - June 2009
Skills
Microsoft Office, Research, Grants, Government Liaison, Constituent Services, Translation, Spanish-speaking, Spanish-English, Grassroots Organizing, Political Science, Nonprofits, Policy, Legal Writing, Public Policy, Legislative Relations, International Relations, Legislation, Affordable Care Act, Community Health, Legislative Research, Spanish, Grassroots
Education
Pepperdine University 2007 — 2011
Bachelors, Political Science & Spanish
Choate Rosemary Hall 2004 — 2007
High School
SIFMA September 2015 - Present
Chatham Capital January 2015 - September 2015
LCG Associates October 2013 - December 2014
MedShare 2012 - June 2013
Mckendrick's Steakhouse November 2011 - June 2013
Ravinia Club and Spa November 2010 - February 2011
Children's Theater of Charlotte 2010 - 2010
Skills
Culinary Skills, Baking, Catering, Recipes, Menu Development, Chocolate, Food Service, Customer Service, Microsoft Office, Sanitation, Time Management, Microsoft Word, Strategic Planning, Social Networking, Microsoft Excel, Communication Skills, Accounts Receivable, Multi-line Phone, Outlook, Organizational..., Scheduling, Volunteering, Bloomberg Terminal, Data Entry
Education
Georgia State University 2013 — 2016
Johnson & Wales University-Charlotte 2009 — 2011
Associate of Applied Science, Baking and Pastry Arts/Baker/Pastry Chef
New Mexico State University 2008 — 2008
JPMorgan Chase & Co. December 2013 - Present
SIFMA February 2012 - August 2013
Citigroup Inc April 2005 - February 2012
DOAR Litigation Consulting May 2004 - April 2005
United States Army National Guard January 1999 - December 2004
Proskauer Rose LLP March 2000 - March 2004
Goldman Sachs April 1998 - March 2000
US Army May 1994 - April 1998
Skills
Strategic Sourcing, Analysis, Purchasing, Management, Procurement, Troubleshooting, Project Management, Access, Budgets, Microsoft Excel, Leadership, Purchasing Analyst, inventory Analyst, Hardware technician, Vendor Management, Process Improvement, Microsoft Office, Outlook, Contract Management
Education
American InterContinental University 2014 — 2017
Master’s Degree, Business Administration and Management, General
American InterContinental University 2002 — 2005
Bachelors of Science, Business Management
SIFMA April 2005 - Present
Staples February 2003 - April 2005
Labranche Financial Services January 2001 - August 2002
Robb Peck & McCooey Clearing Corp November 1984 - January 2001
O'Henry's Film Works 1979 - 1984
Skills
Fluent In English and..., Computer Geek, Photography, Invoicing, Finance, Analysis, Accounting, Microsoft Office, Financial Statements, Financial Services, Sales, Strategic Planning
Education
Curtis High School 1972 — 1977
Diploma
Baruch College
computer courses
ReThink Media May 2015 - Present
SIFMA November 2014 - April 2015
GMMB April 2014 - November 2014
Jack Evans for Mayor June 2013 - April 2014
New York State Democratic Committee- Dan Maffei for Congress September 2012 - November 2012
Common Cause June 2012 - August 2012
United States Senate September 2011 - December 2011
CSX June 2011 - August 2011
Skills
Political Campaigns, Writing, Social Media, InDesign, Research, Political Communication, Political Organization, PowerPoint, Excel, Word, Constituent Services, Blogging, Votebuilder, Politics, Public Policy, Legislative Relations, Public Affairs, Political Science, Legislation, Facebook, Strategic Communications, Policy, Grassroots Organizing, Press Releases
Education
Georgetown University 2015 — 2017
Master's Program, Public Relations and Corporate Communications
Syracuse University 2009 — 2013
Bachelor's Degree, Major: Political Science. Concentraton: Public Policy and the Legal System
Bank of America Merrill Lynch September 2012 - Present
Bank of America Merrill Lynch June 2010 - August 2012
SIFMA 2007 - 2008
Merrill Lynch 2006 - 2007
Merrill Lynch 2004 - 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2001 — 2004
Bachelor of Arts (B.A.)
The TJX Companies, Inc. March 2015 - Present
CLD PR and Chic Little Devil Style House December 2014 - March 2015
Gucci November 2014 - December 2014
Inditex July 2013 - May 2014
Mango May 2013 - June 2013
SIFMA November 2012 - November 2012
Academy of Medical & Public Health Services, Inc. January 2011 - September 2011
Connecticut College September 2009 - May 2010
Ius Primi Viri International Association June 2009 - July 2009
United Nations June 2008 - July 2008
Skills
Fashion, CisionPoint, Instagram, Retail, Brand Development, Microsoft Excel, PowerPoint, Microsoft Word, Pinterest, LOOKBOOK, Social Media, Italian, French, Research, Translation, Spanish, Nonprofits, History, Politics, International Relations, Political Research, Non-profits, Human Rights, Sales, Customer Service
Education
Columbia University in the City of New York 2010 — 2012
M.A., Human Rights Studies
Connecticut College 2006 — 2010
B.A., French, Italian Studies, and Hispanic Studies
International University Studies
Study Abroad, Seville, Spain
Université Sorbonne Nouvelle (Paris III)
Study Abroad, Paris, France
NBC News January 2015 - Present
SIFMA December 2013 - December 2014
Wendy Greuel for Mayor 2013 September 2012 - June 2013
Personal Assistant 2012 - 2012
Political Consultant August 2009 - June 2010
Skills
Political Campaigns, Social Media, Community Outreach, Public Relations, Government, Social Networking, Public Speaking, Social Technologies, Online Research, Windows, Networking, Search Engines, Online Communications, Blogger, Statistics, Writing, Editing, Political Communication, Journalism
Education
American University 2013 — 2015
Master of Arts (MA), Political Communication
The University of Texas at Austin 2006 — 2011
Bachelor of Arts (B.A.), Political Science and Government
The University of Texas at Austin 2006 — 2011
Bachelor of Arts (B.A.), Theatre/Theater
Verizon Wireless December 2007 - February 2015
Verizon Wireless July 2006 - December 2007
SIFMA January 2000 - July 2006
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Management, Customer Service, Microsoft Outlook, Administrative..., Event Planning, Teamwork, Editing, Telecommunications, Mobile Devices, Customer Satisfaction, Budgets, Training, Outlook, Wireless, PowerPoint
Education
Katharine Gibbs School 1986 — 1988
Secretarial Arts Program
Truman High School 1983 — 1986
Academic Diploma, Business Administration and Management, General
SIFMA December 2010 - June 2011
Education
Baruch College, City University of New York (CUNY)
Accounting and Computer Science
U.S. House of Representatives April 2013 - Present
U.S. House of Representatives April 2011 - April 2013
SIFMA August 2009 - April 2011
American Bankers Association April 2007 - August 2009
Building Owners and Managers Association July 2006 - April 2007
Skills
Legislative Relations, Public Policy, Legislation, Political Campaigns, Policy Analysis, Legislative Research, Politics, Government, Coalitions, Policy, Political Consulting, Legal Research, Community Outreach, Fundraising, Strategic Communications, Research, Public Affairs, Management
Education
American University 2009 — 2011
Master of Public Policy, Public Policy Analysis
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
SIFMA May 2013 - Present
Euroenergy May 2012 - June 2012
Education
Lehigh University 2010 — 2014
Industrial Engineering
SIFMA August 2012 - Present
NASDAQ OMX January 1999 - May 2012
American Stock Exchange May 1994 - January 1999
The Wadsworth Company October 1990 - December 1993
Merrill Lynch September 1986 - January 1988
Skills
Electronic Trading, Options, Equity Trading, Financial Markets, ETFs, Trading Systems, Investment Banking, Capital Markets, Securities, Financial Services, Trading, Series 7, Derivatives, FINRA, Structured Products, Hedge Funds, Fixed Income, Bloomberg, Equity Derivatives, Market Structure, Market Data, Market Making, Banking, Trading Strategies, Alternative Investments, Middle Office, FX Options, Bonds
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MBA, Economics
Colby College 1982 — 1986
BA, Government
Friends Academy 1975 — 1982
NYU Stern School of Business September 2015 - Present
Fidelity Investments June 2015 - August 2015
New York University January 2015 - May 2015
TargetCW September 2014 - January 2015
SIFMA June 2014 - August 2014
Parcel Inc. January 2014 - March 2014
New York University September 2013 - March 2014
New York University May 2013 - September 2013
NYU Stern School of Business Accounting Dept. September 2012 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Social Networking, Financial Modeling, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2012 — 2017
Bachelor of Science (BS), Finance and Information Systems
New York University
Morgan Stanley November 2013 - Present
SIFMA May 2011 - October 2013
U.S. Navy Submarine Force 2001 - 2005
Education
University of Oxford 2010 — 2011
Master of Business Administration (MBA)
Georgetown University 2006 — 2010
Master of Public Policy (MPP)
United States Naval Academy 1997 — 2001
Political Science (BS)
New York State Senate March 2013 - Present
JP Morgan Chase November 2011 - May 2012
Amalgamated Bank July 2006 - February 2011
Morgan Stanley February 2005 - July 2006
SIFMA January 2000 - February 2005
Nomura Securities March 1993 - January 2001
Smith Barney January 1980 - March 1993
Skills
Fixed Income, Securities, Finance, Risk Management, Operational Risk, Corporate Actions, Settlement, Management, Trading, Business Analysis, Process Improvement, Financial Reporting, Investment Banking, Leadership, Portfolio Management, Back Office, Operational Excellence, Loans, Dividends, Bloomberg, Trading Systems, Reconciliation Position, Innovative Problem..., Sungard, Fixed Assets, Technology Integration, Efficiency Improvement, Cost Saving Initiatives, Operational Streamlining, System Improvements, Operations Expertise, Regulatory Expertise, Settlements, Procedures/Methods, Internal Audit, Regulatory Requirements, Financial Regulation, STP, Real-time Control, Strategic Planning, Dividend Reinvestment, Protocols, Plain English, Gap Analysis, Operations Management, Bank Reconciliation, Plain English..., Scrip writing and..., Reconciliation Suspense..., Problem Solver
Education
Dowling College
BA, Business
Stony Brook University
SIFMA September 2008 - Present
JPMorgan February 2005 - July 2008
JPMorgan Chase January 2000 - February 2005
Skills
Financial Services, Capital Markets, Corporate Communications, Securities, Banking, Marketing, Management, Strategic Communications, Brand Management, Fixed Income, Asset Management, Credit Analysis, Trading, Equities, Digital Strategy, Hedge Funds, Derivatives, Private Equity, Series 7, Bloomberg, Social Media
Education
Adelphi University
BA, Business, Finance, Magna Cum Laude
SIFMA June 2015 - August 2015
Barclays Wealth and Investment Management June 2014 - August 2014
Community Preservation Corporation June 2013 - July 2013
Capsule June 2012 - October 2012
Skills
Strategy, Portfolio Management, Bloomberg, Marketing Strategy, Social Media, Microsoft Excel, Economics, Research, Fixed Income, Investments, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Marketing, Teamwork, Facebook, Leadership, Social Networking, Event Planning
Education
Columbia University in the City of New York 2013 — 2016
Bachelor of Arts (BA), Financial Economics
Emory University 2012 — 2013
Liberal Arts and Sciences, General Studies and Humanities
The Wheatley School 2007 — 2012
SIFMA November 2014 - Present
SIFMA October 2012 - October 2014
SIFMA September 2010 - October 2012
Edelman April 2010 - August 2010
Burson-Marsteller September 2008 - April 2010
United States Senate January 2006 - August 2008
United States Senate January 2005 - January 2006
International Trade Resource Center 2003 - 2003
Skills
Strategic Communications, Public Relations, Corporate Communications, Social Media, Digital Marketing, Internal Communications, Media Relations, Crisis Communications, Public Policy, Press Releases
Education
Fordham Gabelli School of Business 2008 — 2010
University of New Hampshire
SIFMA - Securities Industry and Financial Markets Association 1986 - Present
SIFMA 1986 - Present
SIFMA November 2006 - November 2008
SIA 1990 - 1998
Skills
Electronic Trading, Financial Services, Salesforce.com, Portfolio Management, Derivatives, Direct Marketing, Business Analysis, Relationship Management, Management, Trade Shows, Trading Systems, Marketing Management, CRM, Strategic Partnerships, Sponsorship, Negotiation, Press Releases, Sales, Strategy
Education
Kingsborough Community College 1980 — 1984
Archdiocese of New York May 2015 - Present
SIFMA June 2014 - August 2014
Silver Spring Country Club August 2012 - September 2013
Ridgefield Capital Asset Management May 2013 - August 2013
Skills
Microsoft Word, Teamwork, PowerPoint, Data Analysis, Research, Microsoft Excel, German, Microsoft Office, Economics, Analysis, Windows
Education
Centre College 2013 — 2017
SIFMA June 2012 - Present
Genova, Burns & Giantomasi October 2010 - June 2012
Skills
Legal Research, Editing, PowerPoint, Nonprofits, Social Media, Litigation, Event Planning, Microsoft Excel, Research, Public Speaking, Customer Service, Microsoft Word, Management, Leadership, Microsoft Office
Education
Indiana University Bloomington 2005 — 2009
Bachelors, Political Science and Communications
SIFMA November 2013 - Present
SIFMA July 2012 - October 2013
V Magazine July 2010 - July 2012
Visionaire July 2008 - July 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, SEC filings, Internal Controls, Finance, Internal Audit, Account Reconciliation, Financial Services, SEC Filings, Financial Accounting, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
BBA, Accountancy
Georgia Justice Project June 2015 - Present
SIFMA June 2014 - August 2014
Office of US Senator Kay R. Hagan May 2013 - July 2013
Skills
Microsoft Office, Report Writing, Policy Analysis, Public Policy, German, Writing, Legislative Policy, R, Lexis, Public Speaking
Education
Davidson College 2011 — 2015
Chamblee Charter High School 2007 — 2011
SIFMA October 2010 - Present
Brandeis University January 2010 - May 2010
University of Wyoming August 2007 - May 2008
First Interstate Bank May 2007 - July 2007
Skills
Financial Modeling, Corporate Finance, Valuation, Accounting, Financial Risk, Financial Analysis, Economics, Asset Management, Finance, Analysis, Risk Management, Fixed Income
Education
Brandeis International Business School 2008 — 2010
M.A., International Economics and Finance
European Business School Oestrich-Winkel 2009 — 2009
Exchange Student, Finance
University of Wyoming 2006 — 2008
B.S., Business Economics
XIV Liceum Ogólnokształcące we Wroclawiu 2000 — 2004
BoConcept A/S January 2015 - March 2015
Bloomberg LP May 2012 - May 2014
SIFMA April 2012 - April 2012
Rockefeller Financial March 2012 - April 2012
Sudler & Hennessey January 2012 - March 2012
ARTIO GLOBAL 2011 - 2011
Skills
Microsoft Excel, Customer Service, Social Media, PowerPoint, Adobe Creative Suite, Public Speaking, Youth Mentoring, Interior Design, Photoshop, Client Facing Skills, Bloomberg Terminal, Multi Tasking, Fundraising, Salesforce.com, Research, Sales, Event Planning, Decoration, Social Media Marketing, Editing, Microsoft Office, Financial Markets, Meeting Planning, Real Estate, Interior Decorating, Home Decor
Education
Hobart and William Smith Colleges
Bachelor of Arts, Art History
The Nightingale-Bamford School
Highschool Diploma
SIFMA July 2015 - Present
CUNA -- Credit Union National Association October 2013 - July 2015
National Geographic Society January 2013 - May 2013
Third Way April 2012 - December 2012
The Pew Charitable Trusts May 2010 - May 2011
United States House of Representatives January 2010 - May 2010
University of Georgia March 2008 - December 2009
Skills
Spanish, Stata, MS Office Suite, HTML, Wordpress, Twitter, Intranet Quorum, Political Communication, International Relations, Legislative Relations, Microsoft Office, Community Outreach, Public Policy
Education
American University 2012 — 2013
MA, International Economic Relations
The University of Georgia 2007 — 2009
BA, Economics, Spanish, Environmental Law
Korn Ferry February 2015 - Present
Korn/Ferry International August 2013 - January 2015
Wuollet Bakery March 2013 - June 2013
SIFMA October 2010 - July 2012
Skyhorse Publishing August 2009 - September 2010
Coffee House Press June 2009 - July 2009
Gwinnett Hospital System November 2008 - May 2009
AGAS Manufacturing January 2008 - March 2008
Gwinnett County Public Schools September 2007 - December 2007
Skills
Microsoft Office, Editing, Writing, Event Planning, Outlook, Fundraising, Budgeting, Customer Relations, Budgets, Customer Service, Strategic Communications, Marketing, Public Speaking, Research, CRM, Business Strategy, Social Media
Education
Macalester College 2004 — 2007
BA, English, Sociology
New York University 2003 — 2004
JPMorgan Chase July 2014 - Present
Scholastic October 2013 - July 2014
Scholastic March 2012 - October 2013
SIFMA 2007 - March 2012
Office of Congresswoman Melissa Bean January 2007 - May 2007
The Wallace Collection April 2006 - May 2006
The Center for International Environmental Law (CIEL) June 2005 - August 2005
Skills
Microsoft Office, Writing, Editing, Event Planning, Public Speaking, Marketing Communications, Marketing, Blogging, Marketing Strategy, Facebook, Social Media Marketing, Email Marketing, Corporate Communications, Strategic Communications, Market Research
Education
Georgetown University 2003 — 2007
BA, English, History
Barrington High School 1999 — 2003
SIFMA August 2005 - Present
Spendalla February 2013 - Present
Crowell & Moring LLP September 2004 - August 2005
Clifford Chance 2001 - 2004
Clifford Chance US LLP 2001 - 2004
Skills
Securities Regulation
Education
American University, Washington College of Law 1998 — 2001
JD, Law
St. Lawrence University 1994 — 1998
BA, Government, History
The Patrick Collins Group, LLC January 2009 - Present
SIFMA Foundation 2008 - Present
Econ Illinois January 2009 - May 2010
Texas Council on Economic Education November 2008 - November 2009
SIFMA August 1999 - October 2008
Kansas Council on Economic Education August 1989 - July 1999
Skills
Leadership, Non-profits, Economics, Mutual Funds, Teaching, Nonprofits, Policy, Fundraising, Risk Management, Program Management, Public Speaking, Financial Analysis, Strategic Planning, Research, Securities, Data Analysis, Budgets, Entrepreneurship, Leadership Development, Community Outreach, Strategy
Education
Oklahoma State University 1978 — 1984
Ph.D., Agricultural Economics
New Mexico State University 1976 — 1978
M.S., Economics
New Mexico State University 1972 — 1976
B.S., Food and Fiber Marketing
Patrick Mulry, CPA April 2008 - Present
SIFMA September 1995 - March 2008
DLJ Real Estate (Meridian Development) 1978 - 1985
Skills
Investments, Real Estate, Securities, Capital Markets, Asset Management, Equities
Education
Pace University - Lubin School of Business 1964 — 1970
SIFMA August 2007 - Present
Education
George Mason University 2003 — 2007
UNITED STATES COAST GUARD April 2012 - Present
SIFMA June 2007 - 2008
City Ice Sports Inc. September 2005 - May 2007
Skills
Microsoft Word, Adobe Acrobat
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Monsignor Farrell High School 2002 — 2006
Citigroup Global Markets Inc. October 2005 - Present
SIFMA 2005 - 2010
Skadden Arps Slate Meagher & Flom LLP 1999 - 2005
Education
Columbia Law School 1994 — 1997
Stanford University 1987 — 1991
BA, Psychology
Phillips Exeter Academy 1983 — 1987
SIFMA April 1992 - May 2007
Jesup, Josephthal & Co., Inc. 1990 - 1991
Financial Clearing & Services Corporation 1985 - 1990
Merrill Lynch 1981 - 1985
Bradford Computer & Systems 1974 - 1981
Education
Baruch College, City University of New York (CUNY)
Ethics & Compliance Initiative February 2009 - Present
SIFMA 2000 - 2008
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
Pamela W. Peterson, Esq. May 2015 - Present
UBS Wealth Management May 2008 - April 2015
SIFMA 1999 - 2015
UBS Securities LLC 2006 - 2008
UBS Wealth Management 2002 - 2005
Merrill Lynch 1999 - 2001
Self-employed 1987 - 1992
Skills
Securities, Securities Regulation, Litigation, FINRA, Capital Markets, Corporate Governance, Series 7, AML, Fixed Income, Structured Finance, Financial Regulation, Hedge Funds, Due Diligence, Structured Products, Derivatives, Corporate Law, Investment Banking, Series 24, ISDA, Equities, Public Finance, Investments, Bonds
Education
Seton Hall University School of Law 1995 — 1999
J.D. summa cum laude, Banking, Corporate, Finance, and Securities Law
Cornell University 1967 — 1971
Bachelor of Arts (B.A.), English Language and Literature/Letters
GE March 2014 - Present
Morgan Stanley Global Wealth Management 2007 - February 2012
Morgan Stanley July 2005 - February 2012
Marsh Inc. 2003 - 2005
Prudential Securities 2001 - 2003
SIFMA 1998 - 2001
Skills
Leadership Development, Talent Management, Wealth Management, Organizational..., Financial Services, Performance Management, Vendor Management, Organizational..., Executive Coaching, Coaching, Business Development, Management, Talent Acquisition, Workshop Facilitation, Leadership, Employee Training, Strategy, Organizational Design, Management Consulting, Training, Program Management, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Business Administration and Management, General
Babson College 1990 — 1994
BS, Entrepreneurship/Entrepreneurial Studies
Prudential Financial 2009 - Present
Legg Mason 2008 - 2009
Prudential Annuities 2008 - 2009
SIFMA 2000 - 2009
Metlife March 2004 - March 2008
UBS/PaineWebber 1995 - March 2004
Kidder Peabody February 1992 - January 1995
Skills
Strategy, Leadership, Talent Management, Series 7, Financial Services, Staff Development, Series 63, Wealth Management, Retirement, Executive Management, Securities, Retirement Planning, Fixed Annuities, Mutual Funds, Leadership Development, FINRA, Investments, Risk Management, Vendor Management, Strategic Planning, Organizational..., Change Management, Team Building, Sales training, Sales Leadership..., Learning Technologies, Management
Education
Bloomsburg University of Pennsylvania
Bachelor’s Degree, Speech-Language Pathology/Pathologist
The Ohio State University
Master’s Degree, Speech-Language Pathology/Pathologist
BOX Options Exchange April 2015 - Present
BATS Global Markets, Inc. May 2015 - Present
Miami International Securities Exchange January 2005 - Present
SIFMA November 2012 - Present
CBOE December 2012 - Present
ISE April 2009 - May 2014
Timber Hill LLC January 1995 - November 2004
Skills
Electronic Trading, Trading Systems, Financial Markets, Derivatives, Equities, Securities, Hedge Funds, Equity Trading, Capital Markets
Education
Illinois State University
SIFMA November 2014 - Present
Ollison Strategic Solutions August 2009 - November 2014
Energy Producing States Coalition July 2012 - February 2014
HBW Resources LLC 2012 - February 2014
ImmigrationWorks USA August 2011 - May 2012
American Chamber of Commerce Executives January 2009 - August 2009
United States Department of Commerce July 2005 - March 2008
U.S. Department of State March 2004 - July 2005
Export-Import Bank of the United States April 2001 - March 2004
2001 Presidential Inaugural Committee December 2000 - April 2001
Skills
Legislative Relations, Foreign Policy, Political Campaigns, Federal Government, Legislation, Political Consulting, International Relations, Strategic Planning, Strategy, Coalitions, Public Relations, Public Speaking, Energy, Crisis Communications
Education
University of Detroit Mercy 1996 — 1998
MBA, Business Administrations
Miami University 1990 — 1994
BS, Marketing; Minor in Political Science
GP South
Geode Capital Management February 2015 - Present
SIFMA February 2013 - February 2015
Fidelity Investments June 2001 - January 2013
Fidelity Investments September 2006 - January 2009
Fidelity Investments June 2001 - September 2006
Palmer & Dodge LLP 1998 - 2001
Skills
Mergers & Acquisitions, Securities, Private Equity, Mergers
Education
Boston College Law School 1995 — 1998
J.D.
University of Connecticut 1991 — 1995
BA, Economics & Political Science
Ridgefield High School 1987 — 1991
MSRB 2007 - Present
SIFMA 1999 - 2007
Education
Harvard Business School 2011 — 2011
Tulane University Law School
University of Nebraska-Lincoln
SIFMA April 2013 - Present
Education
Louisiana State University 2005 — 2009
Bachelor of Arts, Mass Communication
St. Martin's Episcopal High School
National Employment Law Project October 2010 - Present
Institute for Children, Poverty, and Homelessness January 2009 - October 2010
The Urban Institute June 2008 - August 2008
NYU Robert F. Wagner Graduate School of Public Service September 2007 - May 2008
SIFMA July 2005 - August 2007
Education
NYU Robert F. Wagner Graduate School of Public Service 2007 — 2009
MPA, Public Policy Analysis
Fordham University 2001 — 2005
BA, Sociology
Law Office of Keith Utsey, P.C. January 2010 - Present
SIFMA March 2000 - November 2008
TIAA-CREF 1991 - 2000
Education
New York Law School
JD
Security Traders Association March 2009 - Present
SIFMA August 2005 - February 2009
Education
Penn State University 2001 — 2005
BS, Psychology
Amiel Communications 2004 - Present
The Bond Market Association (currently SIFMA) 1999 - 2004
SIFMA 1999 - 2004
AXA Equitable 1984 - 1999
Howard J. Rubenstein Associates/Rubenstein Associates 1981 - 1984
NYS Urban Development Corporation (Empire State Development) 1976 - 1981
Skills
Marketing Communications, Media Relations, Public Relations, Event Management, Crisis Communications
Education
Fieldston School
Fordham University
BA,summa cum laude, Political Science
GE Asset Management January 2015 - Present
GE Asset Management April 2013 - January 2015
GE Asset Management August 2010 - March 2013
SIFMA November 2008 - August 2010
Securities Industry Institute November 2008 - August 2010
SIFMA November 2006 - November 2008
The Bond Market Association June 2003 - November 2006
Skills
Risk Management, Fixed Income, Investments, Equities, Securities, Asset Managment, Capital Markets, Derivatives, Hedge Funds, Financial Modeling, Asset Management, Financial Services
Education
Fordham University - Graduate School of Business Administration 2009 — 2013
Master of Business Administration (M.B.A.), Finance & Business Economics
College of the Holy Cross 1999 — 2003
Bachelor of Arts (B.A.)
Chaminade High School 1995 — 1999
SIFMA 2013 - Present
SIFMA April 2012 - January 2013
Tribal Societé January 2009 - January 2013
Morgan Stanley April 2010 - November 2011
JP Morgan 2006 - 2008
Brand ICG 2002 - 2007
Skills
Capital Markets, Investment Banking, Business Development, Fixed Income, Financial Modeling, Fashion, Equities, Valuation
Education
New York University 2005 — 2007
MBA, Finance
Boston College 1997 — 2001
BS, Marketing
HKUST Business School
Merrill Lynch December 2013 - Present
Bank of America - Merrill Lynch April 2002 - Present
SIFMA 2002 - 2013
Summit Financial Services Group July 1997 - August 2001
Skills
Series 7
Education
Messiah College 1988 — 1992
BA
SIFMA September 2000 - November 2011
Salomon Smith Barney July 1998 - August 2000
Tenzer Greenblatt, LLP September 1992 - July 1998
Education
Fordham University School of Law
National Venture Capital Association (NVCA) February 2014 - Present
The Glover Park Group July 2012 - January 2014
Rep. Scott Garrett (R-NJ) July 2010 - July 2012
House Committee on Agriculture July 2009 - July 2010
McCain-Palin 2008 September 2008 - November 2008
McCain-Palin 2008 July 2008 - September 2008
SIFMA April 2007 - July 2008
SIFMA September 2005 - April 2007
Skills
Government Relations, Strategic Communications, Policy Analysis, Public Relations, Editing, Media Relations, Legislative Relations, Public Policy, Politics, Public Affairs, Speech Writing, News Writing, Message Development, Political Campaigns
Education
The George Washington University 2009 — 2010
Master's, Political Management
Muhlenberg College 2002 — 2005
Bachelor of Arts (B.A.), Political Science and Communications
SIFMA August 2008 - February 2010
Skills
Event Planning
Education
Ramapo College of New Jersey
BA, Communications
Credit Suisse March 2015 - Present
Morgan Stanley December 2012 - March 2015
Morgan Stanley November 2011 - December 2012
SIFMA May 2010 - November 2011
iCIMS June 2009 - January 2010
UBS February 2009 - June 2009
Salomon Smith Barney August 2007 - January 2009
Skills
Microsoft Office, Spanish, Bloomberg, Training, Marketing, Leadership, Accounting, Microsoft Excel, Business Strategy, CRM, Negotiation, Sales, Strategic Planning, Finance
Education
New York University 2005 — 2009
BA, Economics and Business
Shelton High School
SIFMA November 2014 - Present
Securities Industry and Financial Markets Association February 2013 - October 2014
EmblemHealth November 2011 - January 2013
New York Mets October 2005 - November 2011
JCDecaux August 2004 - October 2005
Amalgamated Bank June 2001 - August 2004
Amalgamated Bank February 2000 - June 2001
Century 21 Department Stores 1998 - February 2000
Skills
HRIS, Employee Benefits, Employee Relations, System Administration, Human Resources, Benefits Administration, Onboarding, Recruiting, Interviews, Payroll, Applicant Tracking..., FMLA, PeopleSoft, Talent Acquisition, Deferred Compensation, Employee Engagement, Outlook, Coaching, ADP Payroll, College Recruiting, Labor Relations, Employment Law, Talent Management, New Hire Orientations
Education
Fordham University 1995 — 1999
Economics, Business Concentration
American Express March 2015 - Present
American Express October 2013 - March 2015
FTI Consulting February 2012 - October 2013
Organization for International Investment September 2011 - December 2011
SIFMA May 2011 - September 2011
AIPAC January 2010 - July 2010
Fund for the Public Interest May 2008 - August 2009
Representative Steve Rothman September 2007 - May 2008
Skills
Public Policy, Policy Analysis, Public Affairs, Politics, Strategic Communications, Economics, International Relations, Foreign Policy, Public Speaking, Social Media, Analysis, Microsoft Office
Education
American University 2008 — 2011
BA, CLEG (Communications, Law, Economics, and Government)
Fair Lawn High School
Resourceful Media September 2013 - Present
Winterberry Group April 2011 - May 2013
SIFMA June 2010 - April 2011
The Hoya Newspaper November 2008 - April 2009
Education
Georgetown University 2006 — 2010
SIFMA September 2004 - Present
Federal Reserve Bank of New York June 1995 - September 2004
US Securities and Exchange Commission March 1992 - June 1995
Reid & Priest September 1988 - March 1992
Skills
Securities, Corporate Governance, Capital Markets, Securities Regulation, Hedge Funds, Due Diligence, Financial Regulation, Equities, Corporate Law, Derivatives, Financial Markets, FINRA, Litigation, Risk Management, Mergers & Acquisitions, Financial Services, AML, Fixed Income, Series 24, Alternative Investments, Series 7, Securitization, Structured Products, Investment Banking, Mutual Funds, Options, Series 63, Asset Management, Trading, US Treasuries
Education
Fordham University School of Law
JD
Haverford College
BA, English
Regis High School
Caviar (Square) April 2015 - Present
Wiser April 2014 - March 2015
Davis Polk & Wardwell LLP October 2011 - March 2014
SIFMA February 2009 - August 2011
AFME Association for Financial Markets in Europe December 2007 - January 2009
Sailing Yacht Julie Marie March 2007 - September 2007
Skills
Business Development, Strategic Partnerships, Content Strategy, Marketing Strategy, Lead Generation, Digital Marketing, Financial Modeling
Education
McGill University 2003 — 2006
Bachelor's of Arts (First Class Honors), International Relations
University of King's College 2002 — 2003
Foundation Year Program
Sack Consulting April 2011 - Present
SIFMA January 1991 - December 2010
Lebenthal & Co September 1982 - September 1988
Skills
Due Diligence, Executive Management, Financial Services, Securities, Marketing Strategy, Investments, Bonds, Capital Markets, Risk Management, Hedge Funds, Fixed Income, Valuation, Equities, Dodd-Frank, Derivatives, Asset Managment, Investment Banking
Education
Suffolk University Law School 1967 — 1971
JD, Law
College of the Holy Cross 1963 — 1967
BA, Political Science
Nagano Board of Education August 2014 - July 2015
OppenheimerFunds Inc May 2013 - May 2013
SIFMA February 2013 - May 2013
AgencyRx February 2013 - February 2013
AgencyRx November 2012 - December 2012
Tres Jolie Massage September 2011 - May 2012
Skills
Public Relations, Social Media, Event Planning, Marketing Communications, Event Management, Social Media Marketing, Public Speaking, Media Relations, Social Networking, Editing, Microsoft Excel, Microsoft Word, PowerPoint, Google Docs, Google+, QuickBooks
Education
Montclair State University
Bachelors of Arts, Communication Studies; Public Relations
Bergen Community College 2008 — 2010
Associate's degree, Liberal Arts
SIFMA June 2014 - August 2014
Skills
Research, Data Analysis, Nonprofits, Editing, Microsoft Excel, Microsoft Office, Teamwork, Critical Thinking, Writing, Microsoft Word, Reading Comprehension, Public Policy, Critical Reading
Education
Haverford College 2011 — 2015
Bachelor’s Degree, History - Atlantic Empire
Pace University Lubin School of Business October 2014 - Present
Charles Bartlett October 2013 - Present
SIFMA 2006 - October 2013
Skills
Brokerage, Commercial Banking, Thrifts, Credit Unions, Insurance, Financial Services, Contract Negotiation, Statistics, Indexes/ETFs, Research, Securities, FINRA, Thomson Reuters, Bloomberg, Investment Banking, Compliance, Mergers & Acquisitions, Asset Management, Fixed Income
Education
LIU Post 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services