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
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SIFMA Employees
Schulte Roth & Zabel LLP May 2015 - August 2015
SIFMA June 2014 - August 2014
University of San Diego February 2010 - May 2013
Robert W. Baird & Co. June 2010 - August 2012
Skills
Public Speaking, Financial Analysis, PowerPoint, Time Management, Teamwork, Strategic Planning, Outlook, Analysis, Legal Writing, Legal Research, Professional Manner, Fundraising, Social Media Marketing, Event Planning, Social Networking, Facebook, Microsoft Office
Education
University of Virginia School of Law 2013 — 2016
Doctor of Law (JD) (Candidate)
University of San Diego 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, Summa Cum Laude
Marquette University High School 2005 — 2009
Milwaukee, WI
Kabateck Brown Kellner LLP June 2015 - Present
George Washington University September 2013 - May 2014
Sony Pictures Entertainment May 2013 - August 2013
US Treasury January 2013 - April 2013
SIFMA September 2012 - December 2012
The United States District Court, Central District of California May 2012 - August 2012
The Wilson Center June 2009 - August 2009
Skills
Legal Research, Legal Writing, Westlaw, Legal Assistance, Entertainment Law, Lexis, Immigration Law, Legal Issues, Securities Regulation, Legal Compliance, Copyright Law, Trials, Legal Advice, Trademarks, Alternative Dispute..., LexisNexis, Public Policy, Policy Analysis, Securities Litigation, Public Speaking, Antitrust Law, Litigation, Research, Microsoft Office, Administrative Law
Education
The George Washington University Law School 2011 — 2014
Juris Doctor
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government; History
Regional Management Corp. February 2015 - Present
Global Lending Services October 2012 - February 2015
SIFMA July 2008 - October 2012
United States Senate 2004 - 2006
Goodrich Postnikoff & Albertson, LLP 2003 - 2004
Thirteenth District Court of Appeals 2002 - 2002
Skills
Corporate Governance, AML, Bank Secrecy Act, Capital Markets, Corporate Law, Financial Services, Securities Regulation, Securities, Litigation, Commercial Litigation, Due Diligence, FINRA, Contract Negotiation, Contract Management, Banking, Asset Management, Executive Management, Corporate Finance, Policy, Financial Regulation, Financial Markets, Banking Law, FCPA, Privacy Law, Securitization, Dodd-Frank, Legislative Relations, Employment Law, Licensing, Broker-Dealer, Legal Compliance, Bankruptcy, Mergers & Acquisitions, Insurance, Hedge Funds, Arbitration, Fraud, Strategy, OFAC, Regulatory Affairs, Anti Money Laundering
Education
Southern Methodist University Dedman School of Law 2000 — 2003
Juris Doctor, Law
University of Oxford 2001 — 2001
Comparative Law, Economics
Southern Methodist University 1995 — 1999
B.A., Economics, Marketing
Palo Alto Senior High School 1994 — 1995
SIFMA June 2015 - Present
Shanley Fleming Boksanski & Cahill December 2014 - January 2015
Offices of State Representative Elizabeth Poirier and State Senator Richard Ross May 2014 - August 2014
YMCA April 2010 - August 2014
Embassy of Papua New Guinea May 2013 - August 2013
Skills
Political Science, Social Skills, Team Leadership, Public Speaking, Organization, Local Government, Federal Government, Project Management, Microsoft Excel, Event Planning, Microsoft Office, Microsoft Word, Leadership
Education
Roger Williams University 2012 — 2016
Bachelor's degree, Legal Studies & Political Science
North Attleboro High School 2008 — 2012
High School Diploma, College Preparation
HB Roswell Realty 2013 - Present
Town Residential March 2012 - 2013
Bond New York 2010 - March 2012
The Corcoran Group 2008 - 2009
SIFMA September 2005 - September 2008
Skills
Real Estate, Condos, Rentals, Sellers, Relocation, Luxury, Buyer Representation, Real Estate Transactions, Listings, Selling, Residential Homes, Apartments, Brokerage, Investors, Investment Properties, First Time Home Buyers
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.)
SIFMA June 2015 - Present
The Rendon Group, Inc. September 2014 - December 2014
Dennis Anderson for Kansas May 2014 - August 2014
U.S. Senator Joe Donnelly January 2014 - May 2014
Skills
Capital Markets, Digital Strategy, Financial Services, Grassroots, Social Media, Research, Public Speaking, Political Communication, Legislative Research, Public Policy, Fundraising, Policy Analysis, Political Campaigns, Event Planning
Education
The George Washington University 2013 — 2017
Bachelor of Arts (B.A.), Political Communication
Blue Valley High School 2009 — 2013
Fidelity Investments September 2015 - Present
The Public Education Foundation October 2014 - May 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments February 2010 - December 2013
Fidelity Investments April 2009 - February 2010
SIFMA April 2006 - April 2009
Lehman Brothers July 2004 - April 2006
The Bond Market Association June 2002 - July 2004
Skills
Policy Analysis, Public Policy, Public Speaking, Editing, Financial Services, Legislative Relations, Policy, Research
Education
The George Washington University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Driven Brands, Inc. April 2015 - Present
U.S. House of Representatives February 2014 - April 2015
U.S. House of Representatives June 2013 - February 2014
Office of U.S. Senator Saxby Chambliss May 2013 - June 2013
SIFMA May 2012 - August 2012
Barton Executive Search 2010 - 2010
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Economics; Peace, War & Defense double major
Lovett High School 2005 — 2009
SIFMA January 2015 - Present
Financial Industry Regulatory Authority February 2014 - December 2014
Michigan Financial Group August 2013 - January 2014
Northwestern Mutual July 2012 - January 2013
Walnut Hills Golf Club May 2009 - August 2011
Skills
Microsoft Excel, English, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Data Analysis, Finance, Portfolio Management, VBA, Economics, Quantitative Analytics, Corporate Finance, Investments, SAS, Fixed Income, Derivatives, Equities, R, Statistics, Analysis, Strategic Financial..., Capital Markets
Education
London School of Economics and Political Science 2013 — 2013
Summer School Program, Accounting and Finance
University of Michigan 2009 — 2013
Bachelor of Science (BS), Mathematics of Finance and Risk Management
SIFMA August 2013 - Present
Elite Communications Group February 2011 - July 2013
Status Graphics Inc. October 2006 - January 2011
BoxMagic Communications Inc. May 2004 - September 2006
Skills
Corporate Identity, Art Direction, Adobe Creative Suite, Graphic Design, Logo Design, Web Design, Illustration, InDesign, User Interface Design, Illustrator, Dreamweaver, Brochures, Typography
Education
University of Illinois at Chicago 1999 — 2003
bachelor, fine arts in graphic design
SIFMA August 2005 - Present
Goldman Sachs 1989 - 2003
Skills
Financial Services, Capital Markets, Asset Management, Wealth Management, Leadership, Fixed Income, Equities, Bonds
Education
Rensselaer Polytechnic Institute 1978 — 1983
BSCE / MBA, Civil Engineering and Business Management
Lenovo/CTG October 2014 - April 2015
CTG/IBM October 2012 - September 2014
SIFMA August 1996 - October 2008
Securities Industry Association (now the Securities Industry and Financial Markets Association) 2004 - 2006
Skills
Securities, Asset Management, Capital Markets, Equities, Financial Services, Visio, Computer Hardware, Fixed Income, Hardware Diagnostics, Linux Server, Customer Service, Electronic Trading, Hedge Funds, Investment Banking, Investments, Leadership, Microsoft Office, Mutual Funds, Program Management, Strategy, Trading Systems, Risk Management, Vendor Management, Storage Management, Storage Virtualization, Linux System..., Networking, Server Administration, TCP/IP, Switches, Windows Server, Network Troubleshooting
Education
University at Buffalo 1976 — 1993
Brown Brothers Harriman June 2011 - Present
Crowell & Moring LLP April 2010 - May 2011
Cowen and Company January 2005 - April 2010
RBC Capital Markets 2003 - 2005
ABN AMRO Bank N.V. 1998 - 2003
SIFMA 1995 - 1997
Kavanagh Peters 1992 - 1994
Shearman and Sterling 1987 - 1992
Conference Speaking Engagements -- 2011- 2015 1987 - 1988
Publications 1985 - 1986
Skills
Securities, FINRA, Capital Markets, Hedge Funds, Equities, AML, Corporate Law, Fixed Income, Investments, Corporate Governance, Broker-Dealer, Mergers & Acquisitions, Private Placements, Due Diligence, Corporate Finance, Financial Markets, Trading, Alternative Investments, SEC, Banking, Series 24, FCPA, Series 7
Education
The George Washington University Law School 1984 — 1987
JD
University of Delaware 1980 — 1984
Master's degree, History and Political Science
Sphs
Steptoe & Johnson LLP June 2015 - Present
Squire Patton Boggs September 2007 - June 2015
The Bond Market Association (BMA), formerly The Public Securties Association (PSA) April 1987 - April 2007
SIFMA 2006 - 2007
MCI Communications February 1985 - April 1987
Subcommittee on Human Resource February 1983 - February 1985
National Association of Realtors February 1981 - February 1983
Congressman Don Albosta (D-MI) February 1979 - February 1981
Congressman Ronald Sarasin (R-CT) March 1977 - January 1979
Congressman Ronald Sarasin (R-CT) October 1975 - March 1977
Skills
Public Policy, Legislative Relations, Mergers & Acquisitions, Securities, Financial Services, Strategic Planning, Policy Analysis, Government, Politics, Policy
Education
The George Washington University Law School 1980 — 1984
JD, Law
The George Washington University 1975 — 1979
BBA, Finance
SIFMA 2010 - Present
Mortgage Bankers Association 2002 - 2010
Export-Import Bank of the United States 2001 - 2002
JP Morgan Chase 1999 - 2001
Estee Lauder 1997 - 1999
Estee Lauder 1993 - 1997
Bush-Quale '92 1992 - 1992
U.S. Department of Commerce 1991 - 1992
Department of Treasury 1989 - 1991
Hill & Knowlton 1986 - 1989
Education
University of Colorado Boulder
BA, Poitical Science and International Economics
Towers Watson October 2013 - Present
Towers Watson March 2012 - September 2013
Morningstar November 2011 - March 2012
Morningstar July 2010 - November 2011
SIFMA June 2009 - August 2009
International Institute of Finance May 2008 - July 2008
Skills
Investments, Economics, Portfolio Management, Retirement, Pensions, 401k, Morningstar, Hedge Funds, Due Diligence, Mutual Funds, Equities, Fixed Income, Investment Strategies
Education
University of Michigan 2006 — 2010
Bachelors, Business Administration
Tsinghua University 2009 — 2009
International Business
Banc of America Preferred Funding Corporation January 2014 - Present
eBooleant Consulting, LLC January 2010 - Present
eBooleant Consulting, LLC January 2010 - Present
folklawproductions January 2004 - Present
ACA Financial Guaranty August 2008 - April 2015
Merrill Lynch 1980 - 2008
SIFMA 1999 - 2005
Skills
Portfolio Management, Corporate Governance, Analysis, Bonds, Capital Markets, Due Diligence, Corporate Law, Risk Management, Litigation, Securities Regulation, Securities, Commercial Litigation, Fixed Income, Financial Services, Alternative Investments, FINRA, Investments, Insurance, Investment Banking, Equities
Education
St. John's University School of Law 1967 — 1971
Juris Doctor (J.D.)
Hilary Hunt Financial Education Consulting February 2009 - Present
Commonwealth of Pennsylvania January 2004 - January 2009
Jump$tart Coalition for Personal Financial Literacy February 2001 - December 2003
SIFMA September 2000 - November 2003
EconomicsPennsylvania July 1998 - September 2000
Newport News Public Schools June 1997 - June 1998
Skills
Curriculum Development, Curriculum Design, Program Evaluation, Survey Research, Grant Writing, Financial Education, Public Speaking, Teacher Training, Board of Director..., Program Development, Staff Development, Community Outreach, Classroom, Nonprofits, Adult Education, Instructional Design, E-Learning, Grants, Educational Leadership, Workshop Facilitation, Fundraising, Board of Directors
Education
University of Pennsylvania 2014 — 2015
M.S.Ed., Education Entrepreneurship
The College of William and Mary 1994 — 1997
Bachelor of Science (BS), Mathematics
George Washington High School
SIFMA June 2015 - Present
ProAmbitions November 2014 - January 2015
Lookaway Golf Club March 2013 - September 2014
Skills
Public Speaking, Marketing, Leadership, Social Media, Networking, People Skills, Research, Economics, Social Media Marketing, Asset Management, Interpersonal Skills, Event Planning, Stock Management, Customer Service, Communication, Public Policy, Capital Markets, Financial Services, Microsoft Excel
Education
University of Delaware 2014 — 2018
Economics and Political Science
The Gunnery School 2010 — 2013
High School
SIFMA October 2004 - Present
Skills
Microsoft Office 2007, GoMeetings, Ovation, Concur, Event Planning, Microsoft Excel, Event Management, Executive Management, PowerPoint, Microsoft Office, Budgets, Strategic Planning, Outlook, Email Marketing, Customer Service, Calendars, Management, Marketing Communications, Marketing, Office Management, Administrative..., Logistics, Time Management, Equities
Education
The College of Westchester 2001 — 2003
Associates, Accounting & Business Management
The College of Westchester 2001 — 2003
Associates Degree, Business Management; Accounting
Gap Inc. October 2012 - September 2015
Target June 2011 - October 2012
SIFMA January 2011 - April 2011
U.S. Department of Commerce August 2010 - December 2010
United States House of Representatives February 2010 - August 2010
Fidelity Deposit and Discount Bank May 2009 - August 2009
The Ritz-Carlton Hotel Company LLC May 2008 - January 2009
Sughrue Mion PLLC November 2007 - July 2008
Skills
Project Management, Outsourcing Management, Intercultural..., Business Analysis, Creative Problem Solving, Collaborative, Highly Adaptable, Reliability, Team Leadership, Situational Leadership, Situation Analysis, Microsoft Office, PowerPoint, Excel, Word, Data Analysis, Research, Negotiation, Problem Solving, Competitive Analysis, Policy Analysis, Writing, Root Cause Analysis, SharePoint, Microsoft Excel, Business Strategy, Market Research, Strategy, Program Management, Strategic Planning, Project Planning, Leadership, Analysis, Management, Retail, Strategic Sourcing, Talent Management, Inventory Management, Merchandising, Event Planning, Training, Management Consulting, Change Management, Leadership Development, Public Speaking, Financial Analysis, Forecasting
Education
The George Washington University - School of Business 2007 — 2011
BBA, International Business & Finance
Sciences Po 2009 — 2009
Study Abroad, Business Administration
Scranton Preparatory School 2003 — 2007
High School Diploma, College Preparatory
University of Rochester September 2014 - Present
HFZ Capital Group August 2015 - September 2015
RBC Capital Markets July 2014 - August 2014
SIFMA July 2013 - May 2014
Working In Support of Education September 2011 - April 2012
Skills
Matlab, AutoCAD
Education
University of Rochester 2014 — 2018
Bachelor of Arts (B.A.), Finance, General, 3.70
High School of Economics and Finance 2010 — 2014
Coalition for Queens (C4Q) May 2015 - Present
PwC July 2014 - August 2014
PwC July 2013 - August 2013
Cambridge Business Institute July 2012 - October 2012
Volunteer Income Tax Assistance Program February 2012 - April 2012
SIFMA July 2010 - August 2010
The New York Botanical Garden March 2010 - June 2010
Skills
HTML5, CSS, Objective-C, Xcode, Git, Github, Management
Education
St. John's University
Bachelor’s Degree, Accounting
Cardozo Arts & Entertainment Law Journal July 2014 - Present
SIFMA September 2015 - Present
SAG-AFTRA May 2015 - August 2015
The NorthStar Group January 2015 - May 2015
The McMillan Firm January 2015 - May 2015
Urban Green Energy May 2014 - August 2014
UMass Student Government Association February 2012 - May 2013
Law Office of Joseph P. Marsden Jr. June 2011 - December 2012
Massachusetts House of Representatives May 2010 - August 2010
Skills
International Relations, Chinese, Social Media, French, Microsoft Office, Community Outreach, Political Science, Legal Research, Politics, Legal Writing, Editing, Political Campaigns
Education
Benjamin N. Cardozo School of Law 2013 — 2016
Juris Doctor (J.D.), Concentration in Intellectual Property & Information Law
University of Massachusetts, Amherst 2009 — 2013
BA- Political Science, Cum Laude
East China Normal University (华东师范大学)
Chinese Language
Holliston High School 2005 — 2009
SIFMA November 2013 - Present
Education
University of Maryland College Park 2007 — 2011
Bachelor’s Degree
SIFMA October 2009 - Present
Regional Bond Dealers Association (now known as Bond Dealers of America) March 2008 - October 2009
SIFMA November 2006 - February 2008
Bond Market Association September 1998 - November 2006
Public Securities Association May 1990 - September 1998
Skills
Public Policy, Bonds, Municipal Bonds, Legislation, Regulations, Regulatory Affairs, Legislative Relations, Legislative Research, Capital Markets, Financial Markets, Securities Regulation, Structured Products, Financial Regulation, Investments, Policy Analysis, Policy, Finance, Investment Banking, Hedge Funds, FINRA, Analysis
Education
University of Maryland School of Public Policy 1987 — 1989
Master of Public Management
University of North Carolina at Chapel Hill 1980 — 1986
BA
South Mecklenburg High School 1978 — 1980
High School
SIFMA June 2015 - Present
DC Superior Court January 2015 - April 2015
Financial Industry Regulatory Authority (FINRA) September 2014 - November 2014
Lee & Ko July 2014 - July 2014
DC Superior Court May 2014 - June 2014
Mirae Asset Global Investments August 2008 - August 2010
Daishin Securities July 2006 - July 2008
Education
The George Washington University Law School 2013 — 2016
미국 법학
Korea University 2010 — 2012
English Language Education, Master of Arts (M.A.)
Korea University 2002 — 2006
English Education, Bachelor of Arts (B.A.)
BlackRock September 2013 - Present
Allstate Insurance February 2013 - September 2013
Allstate Insurance June 2009 - February 2013
Merrill Lynch September 2008 - July 2009
SIFMA May 2008 - September 2008
Skills
Financial Modeling, Analysis, Corporate Finance, Data Analysis, Finance, Financial Analysis, Leadership, Microsoft Excel
Education
The George Washington University - School of Business 2005 — 2009
BS, Finance
Say Yes to Education October 2014 - Present
SIFMA June 2004 - June 2013
SIFMA June 2004 - July 2010
Skills
Marketing Communications, Direct Marketing, Email Marketing, Marketing Strategy, Social Media, Integrated Marketing, Strategic Communications, Corporate Communications, Copywriting, Online Marketing, Creative Direction, Management, Newsletters, Business Strategy, Advertising, Press Releases, Marketing Management, Corporate Events, B2B, Financial Services, Web Analytics
Education
College of New Rochelle 2004 — 2010
M.S./B.A., Communications/Marketing
SIFMA January 2013 - November 2014
University of Oregon September 2011 - May 2012
University of Oregon September 2010 - August 2011
ICMA August 2009 - July 2010
Skills
Writing, Online Research, Editing, Customer Service, Communication, Curriculum Development, University Teaching, Teaching Writing, Office Administration, Web Content, Typing, Filing, Literary Criticism, Film Criticism, Critical Thinking, Argumentation, Rhetoric, English grammar, Public Speaking, Scholarly Research, Scholarly Communication, Reading, Email, Creative Writing, Member Relations, Teaching, Member Of A Team, Community Outreach, Feature Articles, Speech Writing
Education
University of Oregon 2010 — 2012
Master of Arts (M.A.), English Language and Literature, General
The George Washington University 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
SIFMA November 2014 - Present
SIFMA November 2012 - October 2014
SIFMA June 2011 - November 2012
Advantage xPO June 2010 - June 2011
Advantage xPO November 2009 - March 2010
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., Recruiting, College Recruiting, Employee Engagement, HRIS, Talent Management, Employee Relations, Performance Management, PeopleSoft, Management, Employee Benefits, Training, Strategy, Succession Planning, Human Resources, Policy, New Hire Orientations, Deferred Compensation, Organizational..., Interviews, Workforce Planning, Temporary Placement, Internet Recruiting, Benefits Administration, Technical Recruiting, Sourcing, Hiring, Employer Branding, HR Policies
Education
The George Washington University 2005 — 2009
BBA, Human Resource Management & International Business
HouseCall, LLC September 2014 - Present
HouseCall, LLC October 2013 - Present
SIFMA January 2011 - September 2013
United States House of Representatives -- Rep. Ron Klein January 2006 - January 2011
Perot Systems Government Services January 2006 - January 2007
U.S. House of Representatives September 2004 - January 2005
U.S. House of Representatives January 2003 - August 2003
Rodney Alexander for Congress September 2002 - December 2002
Ruth's Chris Steak House January 1995 - September 2002
Skills
Politics, Policy Analysis, Public Policy, Fundraising, Government, Legislative Relations, Research, Policy, Appointment Scheduling, System Administration, Office Administration, Administrative Work, Events Coordination, Customer Service, Microsoft Office, Concur, Travel Management, Travel Arrangements, Executive Calendar..., Management, Budgets, Public Relations, International Relations, Legislative Research, Legislation, Event Planning, Nonprofits, Administrative..., Leadership, Grassroots Organizing, Office Management
Education
University of Louisiana at Lafayette 1995 — 2001
BA, Political Science
University of Louisiana at Lafayette 1995 — 2001
Bachelor of Arts (B.A.), Political Science and Government
SIFMA January 2011 - Present
American Bankers Association November 2000 - January 2011
American Society of Pension Professionals and Actuaries 1998 - 2000
Congresswoman Marge Roukema 1996 - 1998
Skills
ERISA, Policy, Government, Financial Services, Legislative Relations, Public Policy, Investments
Education
University of Pittsburgh School of Law 1993 — 1996
J.D.
University of Michigan 1989 — 1993
B.A., Political Science/Communications
Mt. Lebanon High School 1986 — 1989
Capital Institutional Services, Inc. 2000 - Present
Dallas Association of Corp. Counsel 2003 - 2009
SIFMA 2002 - 2009
Education
University of Oklahoma
Ethics Resource Center January 2012 - Present
Hebrew Academy of Nassau County, Plainview Campus October 2011 - Present
Newsday May 2009 - July 2009
Coty October 2008 - March 2009
Cameron Advertising January 2008 - September 2008
SIFMA June 1995 - June 2007
RIsk and Insurance Management Society, Inc 2007 - 2007
Skills
QuarkXPress, Brochures, Graphic Design, InDesign, Illustrator, Magazine Design, Photoshop, Adobe Creative Suite, Microsoft Office
Education
School of Visual Arts 1992 — 1996
Bachelor of Arts, Graphic Design
SIFMA March 2011 - Present
Citigroup June 2007 - November 2009
Merrill Lynch March 2006 - June 2007
UBS 1992 - 2005
PaineWebber (now UBS) 1992 - 2000
Skills
Marketing Strategy, Regulatory Affairs, Legislative Advocacy, Public Speaking, Product Development, Financial Regulation, Securities Regulation, Marketing Research, Etf, Structured Products, Annuities, Equity Research, Equity Trading, Media Relations, Mutual Funds, Global Strategy, ETFs, Series 7, Asset Management, Fixed Annuities, Wealth Management, Equities, Portfolio Management, Financial Services
Education
University of Pennsylvania - The Wharton School 2014 — 2016
State University of New York College at Buffalo 1982 — 1986
BA
Pohs Institute
Licensed
Continental Grain Company October 2012 - Present
North Jersey Community Bank June 2011 - October 2012
Columbia Financial Partners May 2010 - June 2011
Capital Access Network, Inc. February 2009 - February 2010
Washington Mutual September 2008 - October 2008
SIFMA June 2008 - September 2008
Independence Community Bank June 2001 - September 2006
ContiFinancial Corporation September 1996 - April 2001
RJR Nabisco, Inc July 1987 - September 1996
Skills
Treasury Management, Commercial Banking, Accounting, Financial Analysis, Loans, Internal Controls, Finance, Credit Analysis, Portfolio Management, Financial Modeling, Due Diligence, Banking, Risk Management, Credit, Credit Risk, Budgets, Financial Reporting, Commercial Lending, Corporate Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, Cash Management, SEC filings, Mortgage Lending, Financial Risk, Capital Markets, Investments, Cash Flow, Strategic Financial..., Private Equity
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Seton Hall University 1983 — 1987
BSBA, Accounting
Red Bank Catholic
JPMorgan Chase October 2011 - Present
US Treasury, OFAC April 2010 - October 2011
Barclays Capital September 2008 - March 2010
Lehman Brothers April 2004 - September 2008
Schulte Roth & Zabel LLP 2002 - 2004
SIFMA 2002 - 2004
US Securities and Exchange Commission 1999 - 2002
Education
The George Washington University Law School 1996 — 1999
JD, Law
New York University, Stern School of Business 1992 — 1995
BS, Finance
Fidelity Investments June 2014 - Present
Fidelity Investments 2010 - Present
SIFMA 2004 - 2013
Fidelity Investments 2005 - 2010
Fidelity Investments 2001 - 2004
Ciavarra Design 1999 - 2001
Warren Impact Industries 1998 - 1999
Talbots 1998 - 1999
Ja Toutue Fashionale 1995 - 1998
Skills
Product Management, Management, Vendor Management, Mutual Funds, Risk Management, Strategy, Portfolio Management, Business Analysis, Product Development, Competitive Analysis, Strategic Planning, Banking, Wealth Management, Marketing Strategy, Process Improvement, Executive Management, Cross-functional Team..., Business Strategy, Marketing Communications, Program Management, Product Marketing, Customer Relations, Asset Management, Process Engineering, Strategy Development, Mergers, Management Consulting, Product Strategy, P&L Management, Financial Analysis, Team Building, Market Research, Change Management, Business Planning, Online Marketing, Business Management, Team Leadership, Credit Cards, Internet Banking, Cross Selling, Analytics
Education
University of Massachusetts, Amherst 1993 — 1997
Longview Research Partners July 2012 - August 2014
Non Profit October 2010 - August 2012
SIFMA September 2005 - October 2010
Investment Dealers' Digest 2000 - 2001
The Bond Market Association 1997 - 2000
Fortune Magazine 1992 - 1997
Skills
Writing, Business Journalism, Editing, Investigative Reporting, Content Management, Custom Publishing, Storytelling, Research, Web Content Management, Non-fiction, Content Strategy, Copywriting, Newsletters, Web Content, Editorial, Journalism, Magazines, Strategic Communications, Publishing
Education
University of California, Los Angeles
B.A. 1991, Political Science (Public Law)
National Restaurant Association January 2010 - March 2015
SIFMA May 2007 - December 2009
Office of Majority Leader Hoyer 2002 - 2007
National Conference of State Legislatures 1992 - 1996
State of Texas 1991 - 1994
Skills
Government, Management, Research, Legislative Relations, Public Policy, Grassroots Organizing, Strategic Communications, Political Campaigns, Politics, Public Affairs, Policy Analysis, Public Relations, Speech Writing, Media Relations, Strategic Planning, Nonprofits, Event Planning, Fundraising, Public Speaking, Policy, Coalitions, Leadership, Crisis Communications, Community Outreach, Grassroots, Legislation, Strategy, Political Consulting, Budgets
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1986 — 1988
MPA, Public Administration
The University of Texas at Austin 1982 — 1986
BS, Communications
Clear Lake High School
Citi August 2015 - Present
Citi July 2014 - Present
Barclays Capital October 2012 - July 2014
Marcus & Millichap 2012 - October 2012
SIFMA 2010 - 2010
Atrato Advisors LLC 2010 - 2010
Campus Socialite Media 2008 - 2010
Morgan Stanley Wealth Management 2007 - 2007
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
University of Maryland College Park 2004 — 2008
BA, Economics
SIFMA August 2014 - Present
Camp Ramaquois March 2013 - August 2014
ARAMARK July 2011 - February 2013
Camp Ramaquois June 2004 - July 2011
American Camp Association - NY January 2011 - March 2011
University of Delaware, Athletics Department September 2010 - December 2010
Sports Travel Plus August 2008 - August 2009
Camp Ramaquois June 2005 - August 2009
TGI Fridays January 2009 - February 2009
Marriott Marquis January 2008 - January 2008
Skills
PowerPoint, Inter-personal, Mac OS X, Microsoft Excel, Team Building, Social Media, Marketing, Web Video, Event Planning, Event Management, OS X, Sales, Catering, Customer Service, Budgets, Retail, Management, Public Speaking, Blogging, Microsoft Office
Education
University of Delaware 2007 — 2011
B.S, Hotel; and Economics
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science, Hotel, Restaurant, and Institutional Management
SIFMA November 2010 - Present
PricewaterhouseCoopers November 2006 - May 2010
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Financial Modeling, Corporate Finance, Strategy, Due Diligence
Education
Institute of Chartered Accountants Australia 2007 — 2008
Chartered Accountant
The University of Queensland 2002 — 2005
Bachelor of Commerce, Accounting
Qtastic Investments August 2013 - Present
SIFMA November 1998 - June 2013
Skills
Management, Microsoft Office, PowerPoint, Editing, Customer Service, Multi Tasking, Cost Effective, Cost Management, Cost Efficiency, Technical Support, Information Technology, Technology, Customer Satisfaction, Vendor Management
Education
SUNY Stony Brook 1992 — 1996
BS, Mathematics
Midwood High School
National Restaurant Association February 2010 - Present
SIFMA August 2009 - February 2010
Jefferson Consulting Group June 2007 - August 2009
Office of Senator Tom Carper June 2004 - June 2007
Grunwald Communications May 2003 - June 2004
Education
The George Washington University 1999 — 2003
BA, Women's Studies
American Securitization Forum April 2010 - July 2012
SIFMA February 2005 - July 2007
PFM Asset Management June 2004 - February 2005
Skills
Finance, Start-ups, Accounting, Management, Analysis, Financial Modeling, Management Consulting, Data Analysis, Strategy, Microsoft Office, Research
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Doctor of Philosophy (Ph.D.)
University of Pennsylvania Law School 2013 — 2016
Juris Doctor (J.D.)
Princeton Theological Seminary 2007 — 2010
MDiv
University of Pennsylvania 2000 — 2004
BA, Summa Cum Laude
PhRMA October 2014 - Present
Purple Strategies, LLC 2011 - September 2014
SIFMA June 2010 - June 2011
The Associated Press September 2006 - May 2010
The Dallas Morning News May 2002 - September 2006
Skills
Strategic Communications, Media Relations, Marketing Communications, Content Strategy, Leadership, Public Speaking, Social Media, Management, Public Relations, Public Policy, Blogging, Policy, Crisis Communications, Public Affairs, Corporate Communications
Education
University of Nebraska-Lincoln 1997 — 2002
Journalism, News-editorial
University of Nebraska-Lincoln 1997 — 2002
Bachelors, English
TaaSera February 2014 - Present
Stanton and Associates November 2011 - Present
TaaSera February 2013 - February 2014
National Association of Home Builders 2004 - September 2011
Beer Institute 1994 - 2004
SIFMA 1990 - 1994
National Association of Home Builders 1986 - 1990
U.S. House of Representatives 1982 - 1986
Skills
Public Policy, Legislative Relations, Coalitions, Political Campaigns, Government, Grassroots Organizing, Legislation, Politics, Leadership, Management, Policy, Fundraising, Public Affairs, Program Management, Press Releases, Strategy, Public Relations, State Government, Community Outreach, Grassroots
Education
The Catholic University of America 1982 — 1985
BA Political Science
Georgetown Preparatory School
SIFMA September 2014 - December 2014
U.S. Department of Justice - Civil Rights Division, Voting Section July 2014 - September 2014
Nuclear Energy Institute May 2014 - July 2014
New Jersey Office of Attorney General May 2013 - August 2013
United States Senate August 2011 - December 2011
United States Senate June 2010 - August 2010
Education
The George Washington University Law School 2013 — 2015
Doctor of Law (J.D.)
Mount Saint Mary's University 2007 — 2011
Bachelor of the Arts, History; Political Science