The Reserve Funds

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The Reserve Funds Employees

Employee
Years
Job
Industry
Stephanie Luisi-Padalino Stephanie Luisi-Padalino Tampa/St. Petersburg, Florida Area Details
Stephanie Luisi-Padalino's The Reserve Funds Experience June 2007 - December 2008
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company  February 2015 - Present
New York Life Insurance Company  July 2011 - February 2015
New York Life Insurance Company  December 2010 - July 2011
New York Life Insurance Company  December 2008 - December 2010
The Reserve Funds   June 2007 - December 2008
Bankers Life and Casualty  October 2006 - May 2007

Skills
Marketing Strategy, Product Marketing, Retirement Income..., New Business Development, Annuities, Fixed Annuities, Mutual Funds, Consultative Selling, Sales Presentations, Presentation Development, Fund Accounting, Long-term Care, Retirement Planning, Financial Planning, Insurance, Product Development, Financial Analysis, Series 6, Series 63, Microsoft Office, People Skills, Public Speaking, Retirement, Investments, Asset Management, Financial Services, Variable Annuities, Financial Advisory, Asset Allocation, Securities, IRAs, Series 7, Wealth Management, 401k, Alternative Investments, Investment Strategies, Fixed Income, Capital Markets, Bonds, Relationship Management, Marketing, Leadership, Sales

Education
Monmouth University   2004 — 2006
B.S., Marketing and Finance

Brookdale Community College   2002 — 2004
Associate's Degree, Finance

Glenn Aniano Glenn Aniano Greater New York City Area Details
Glenn Aniano's The Reserve Funds Experience January 2000 - January 2004
Job 1st Vice President, District Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  January 2011 - Present
JPMorgan Chase  January 2010 - January 2011
JPMorgan Chase  January 2005 - January 2011
Royal Alliance Associates INC  January 2004 - January 2005
The Reserve Funds   January 2000 - January 2004
Dime Savings Bank  1998 - 2001

Skills
Fixed Income, Equities, Capital Markets, Banking, Asset Management, Investments, Sales Management, Training, Series 7, Securities, Mutual Funds, Series 63, Relationship Management, Business Development, Retail Banking, Project Management, P&L Management, Employee Management, Employee Training, Strategic Planning, Call Centers, Compliance, Cash Management, Branch Management, Series 24, Executive Management, Sales, Communication, Financial Services, Small Business Lending

Education
Adelphi University

Michael Orhan Sarki Michael Orhan Sarki Greater New York City Area Details
Michael Orhan Sarki's The Reserve Funds Experience November 2007 - January 2009
Job at
Industry Hospital & Health Care
Experience
EmblemHealth  August 2014 - Present
DBI Staffing / EmblemHealth   September 2013 - August 2014
ExpressScripts Inc. / GalaxE Solutions   January 2013 - September 2013
MultiPlan  May 2010 - January 2013
The Reserve Funds   November 2007 - January 2009
Computer Integrated Services  November 2006 - November 2007
JRI America   November 2006 - November 2007
Columbia University  2000 - 2004
Tribune Company - Orlando   1995 - 1998

Skills
PMO, Project Management, Healthcare Information..., SDLC, Leadership, Management, Business Process, Quality Assurance, Cross-functional Team..., Product Management, Software Documentation, Business Analysis, Integration, Visio, IVR, Budgets, Resource Management, Risk Management, ROI Strategies, Training, Agile Methodologies, Waterfall, Banking, Compliance Management, KYC, AML, Cost Reduction, Program Management, Healthcare, IT Management, IT Solutions, IT Outsourcing, ROI Management, Process Improvement, Vendor Management, Analysis, Information Technology, Microsoft Project, Software Project...

Education
City University of New York-Baruch College
Bachelor of Arts (B.A.)

Bill Hampton Bill Hampton Greater Atlanta Area Details
Bill Hampton's The Reserve Funds Experience 1989 - 1991
Job Financial Advisor, Tax Professional, Small Business Consultant, Author, Speaker
Industry Financial Services
Experience
Executive Business Consultants, LLC   2012 - Present
Executive Property Group, LLC   2010 - Present
Hampton Asset Management   1998 - Present
Strayer University  January 2012 - January 2012
Bishop, Hampton & Associates LLC, Certified Public Accountants and Business Consultants   2010 - 2012
AXA Equitable  1997 - 1998
Blanchard Mutual Funds   1991 - 1997
The Reserve Funds   1989 - 1991

Skills
Personal Finance Expert, Financial Planning, Retirement Planning, Life Insurance, Business Coach, Business Formation, Strategic Consulting, Personal Finance, Financial Coaching, Financial Education, College Savings Plans, Business Strategy, Small Business..., Public Speaking, Investment Advisory, Asset Management, Strategic Financial..., Financial Analysis, Risk Management, Strategic Planning, Financial Advisory, Real Estate, Real Estate Development, Real Estate Investor, Property Management, Investment Properties, Investments, Investment Management, Investment Strategies, Strategy, Financial Services, Small Business, Small Business Marketing, Small Business Online..., Business Development, Business Analysis, New Business Development, Business, Business Planning, Income Tax, Tax Preparation, Tax Returns, Tax Advisory, Entrepreneurship, Contract Negotiation, Wealth, Leadership, Analysis, Training, Insurance

Education
National Association of Tax Professionals   2014 — 2015
Tax Law/Taxation

Graduate School USA, Washington, DC   2012 — 2013
Certificate, Executive Leadership

Hudson County Community College
Criminal Justice

St. Peters Prep High School
College/University Preparatory

Jack Rosa Jack Rosa Greater New York City Area Details
Jack Rosa's The Reserve Funds Experience August 2004 - February 2006
Job Director at BNP Paribas
Industry Banking
Experience
BNP Paribas  April 2006 - Present
BNP Paribas Bank   April 2006 - Present
The Reserve Funds   August 2004 - February 2006
Sumitomo Mitsui Banking Corporation  November 2003 - July 2004
Shenkman Capital Management, Inc   October 2000 - November 2002
Fuji Bank, Ltd  January 1990 - January 2000
Fuji Bank  October 1990 - December 1996
Moodys Investors   January 1987 - January 1990
Bank Leumi Trust   January 1986 - January 1987
Rose and Company Investment Brokers   January 1983 - January 1985

Skills
Certified Financial..., Series 7, Credit, Banking, Fixed Income, Bonds, Credit Analysis, Financial Analysis, Financial Audits, Financial Modeling, Loans, Mutual Funds, Portfolio Management, Credit Risk, Financial Institutions, Investments

Education
Corporate Finance Credit Training Program, Moodys Investors   1988 — 1989

Fordham Gabelli School of Business   1984 — 1986
MBA, Finance

Brandeis University   1978 — 1982
Bachelor of Arts, History; Economics, cum laude

Institute of European Studies: London School of Economics (Junior   1980 — 1980
Bachelor's Degree, Political Economy

Jeremy Costa Jeremy Costa Greater New York City Area Details
Jeremy Costa's The Reserve Funds Experience 2004 - 2005
Job Middle Office Professional
Industry Food & Beverages
Experience
The Citco Group of Companies  August 2014 - February 2015
Rockwood Search Associates  February 2014 - August 2014
Iron Heart Canning   July 2013 - December 2013
Ramius Alternative Solutions   2011 - September 2013
JP Morgan Chase  2009 - 2011
Guggenheim Advisors  2007 - 2008
Tribeca Global Management  2007 - 2007
HSBC Alternative fund services  2005 - 2006
The Reserve Funds   2004 - 2005

Skills
Middle Office

Education
University of Rhode Island - College of Business Administration   1999 — 2004

Lincoln High School

Ron Artinian Ron Artinian Manhasset, New York Details
Ron Artinian's The Reserve Funds Experience 2006 - Present
Job Independent Investor
Industry Financial Services
Experience
The Reserve Funds   2006 - Present
Self-employed  1998 - Present
First Real Estate Investment Trust of New Jersey   1992 - Present
Magic Insurance   2007 - 2010
Smith Barney  1989 - 1998
Lehman Brothers  1972 - 1989
Bankers Trust  1972 - 1976

Skills
Finance

Education
University of Pennsylvania - The Wharton School   1970 — 1972
Master of Business Administration (MBA), Accounting and Finance

University of Pennsylvania   1966 — 1969
Bachelor of Arts (BA), English Language and Literature/Letters

Alexander Chau Alexander Chau New York, New York Details
Alexander Chau's The Reserve Funds Experience June 2006 - February 2007
Job Forensic Technology Services, Advisory at PwC, CFE, MBA
Industry Information Technology and Services
Experience
PwC  June 2015 - Present
BDO Consulting, a division of BDO USA, LLP   November 2012 - June 2015
Ardour Capital Investments  August 2012 - November 2012
Forfeiture Support Associates  January 2012 - July 2012
Haver Analytics  July 2009 - January 2012
Fighthouse   January 2007 - April 2010
T3 Capital Management   February 2007 - May 2009
The Reserve Funds   June 2006 - February 2007
Rutgers University  September 2004 - May 2006
Symrise  June 2004 - August 2005

Skills
Data Analysis, Financial Modeling, Risk Management, Economics, Financial Analysis, Microsoft Office, Database Admin, Financial Accounting, Microsoft SQL Server, SQL, Data Analytics, Tableau Software, Information Systems..., Oracle, E-Discovery Consulting

Education
Fordham University - Graduate School of Business Administration   2010 — 2013
MBA, Accounting and Finance

Rutgers, The State University of New Jersey-New Brunswick   2002 — 2006
BA, Economics

H Richard Heitman H Richard Heitman Minneapolis, Minnesota Details
H Richard Heitman's The Reserve Funds Experience 2005 - 2006
Job President at Heitman Financial Services Consulting
Industry Financial Services
Experience
Total Bank Solutions  April 2014 - Present
Heitman Financial Services Consulting   February 2001 - September 2015
The Reserve Funds   2005 - 2006
Ameriprise Financial Services, Inc.   March 2002 - February 2004
BearingPoint  May 1998 - April 2002
U.S. Bank   1991 - 1998

Skills
Financial Services..., Merger and Acquidition..., Financial Advisor...

Education
City University of New York-Baruch College
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law

Penn State University
Bachelor of Science (BS), Marketing

John Fargnoli John Fargnoli New York, New York Details
John Fargnoli's The Reserve Funds Experience August 2008 - July 2010
Job Senior Associate at Kinetic Partners
Industry Law Practice
Experience
Kinetic Partners  September 2014 - Present
JPMorgan Chase  September 2013 - June 2014
Virginia & Ambinder, LLP   December 2011 - September 2013
Rochdale Investment Management (now City National Rochdale)   July 2010 - December 2011
The Reserve Funds   August 2008 - July 2010

Education
Brooklyn Law School   2010 — 2014
JD

Gettysburg College   2004 — 2008
BA, Management, Economics

Nate Kelley Nate Kelley Greater New York City Area Details
Nate Kelley's The Reserve Funds Experience January 2008 - May 2008
Job Assistant Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  September 2015 - Present
Moody's Analytics  July 2015 - August 2015
Moody's Analytics  November 2011 - June 2015
Brooklyn College  August 2011 - December 2011
Barnard College  August 2011 - November 2011
The Reserve Funds   January 2008 - May 2008
The Reserve Funds   August 2007 - January 2008
The Reserve Funds   October 2006 - August 2007

Skills
Economics, Statistics, Bloomberg, Data Analysis, Econometrics, Macroeconomics, Economic Research, Small Business Economics, Labor Economics, Consumer Economics, Regional Economics, Fame, Eviews, Stata, Analytics, Time Series Analysis, Econometric Modeling, Regression Analysis, Economic Forecasting, Mutual Funds, EViews, Microsoft Excel, Public Speaking

Education
City University of New York-Baruch College   2009 — 2011
B.A., Economics, Mathematics

State University of New York - System   2001 — 2003
A.S., Mathematics

Onteora Jr./Sr. High School   1990 — 1996

Ayesha Islam Ayesha Islam New York, New York Details
Ayesha Islam's The Reserve Funds Experience February 2006 - February 2007
Job Sales at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   July 2015 - Present
BNY Mellon  December 2012 - July 2015
BNY Mellon  October 2010 - December 2012
BNY Mellon  February 2007 - October 2010
The Reserve Funds   February 2006 - February 2007
Thomson Reuters  January 2005 - June 2005

Skills
Derivatives, Financial Services, Alternative Investments, Relationship Management, Fund Of Funds, Fixed Income, Investment Banking, Equities, Bloomberg, Equity Derivatives, Government Program, Sales, Certificate of Deposit, Commercial Paper, CDO, CLO

Education
Pace University - Lubin School of Business   2001 — 2005
Bachelor of Business Administration

Scarlett W. Du Scarlett W. Du Greater New York City Area Details
Scarlett W. Du's The Reserve Funds Experience January 2008 - January 2010
Job General Counsel and Chief Compliance Officer at A Hedge Fund
Industry Law Practice
Experience
A Hedge Fund   November 2011 - Present
Consulting (Part-time)   February 2010 - October 2011
The Reserve Funds   January 2008 - January 2010
Ropes & Gray LLP  September 2005 - January 2008
United States District Court, Western District of Michigan   September 2004 - September 2005

Skills
Securities Regulation, Securities, Corporate Governance, Corporate Law, Private Equity, Hedge Funds, Legal Research, Legal Writing, Financial Services, Contract Negotiation, Risk Management, Alternative Investments, Investments, AML

Education
Northwestern University School of Law   2001 — 2004
JD, Law

City College of CUNY   1990 — 1992
BA, MA, Economics

Bill Takos Bill Takos Greater New York City Area Details
Bill Takos's The Reserve Funds Experience January 2006 - December 2006
Job CFO at Lime Brokerage LLC
Industry Financial Services
Experience
Lime Brokerage LLC (A Wedbush Company)   November 2008 - Present
Utendahl Capital Management  December 2006 - September 2008
The Reserve Funds   January 2006 - December 2006
Fulcrum Global Partners  January 2004 - December 2005
Schwab Soundview Capital Markets  December 2002 - December 2003
J.H. Whitney & Co.   May 2000 - December 2002
Tullett Prebon  January 1993 - May 2000
Dennis N. Yeulys, CPAs   September 1991 - September 1992

Skills
Asset Managment, Financial Services, Corporate Finance, Trading, Private Equity, Asset Management, Options, FINRA, Internal Controls, Investments, Finance, Financial Analysis

Education
Pace University - Lubin School of Business   1993 — 1997
MBA, Finance

New York University - Leonard N. Stern School of Business   1987 — 1991
BS, Accounting & Finance (Double Major)

Dwayne Doherty Dwayne Doherty Greater New York City Area Details
Dwayne Doherty's The Reserve Funds Experience January 2000 - July 2001
Job Public Relations and Corporate Communications Executive
Industry Real Estate
Experience
The Rockefeller Group  March 2012 - Present
Iona College  September 2007 - Present
Cushman & Wakefield  July 2001 - March 2012
Gannett Newspapers  2001 - 2002
The Reserve Funds   January 2000 - July 2001
Iona College  November 1998 - December 1999
Corbett Associates Public Relations   August 1998 - December 1999

Skills
Editing, Media Relations, Public Relations, Corporate Communications, Advertising, Journalism, Investor Relations, Press Releases, Writing, Internal Communications, Microsoft Office, InDesign, Marketing Communications, Feature Articles, Research, Newspapers, Strategic Communications

Education
Iona College   1998 — 2001
Master's, Journalism

Iona College   1993 — 1998
Bachelor's, Mass Communication / Public Relations

State University of New York College at Oswego

Lucy Obispo Lucy Obispo Greater New York City Area Details
Lucy Obispo's The Reserve Funds Experience September 1997 - May 2000
Job Asst. Controller at The Advertising Council
Industry Nonprofit Organization Management
Experience
IndieCollect.org   2015 - Present
The Advertising Council  October 2007 - Present
World Financial Group (WFG)   December 2011 - Present
Hadassah  August 2005 - September 2007
BCC Group   May 2004 - August 2005
Informa Global Markets  April 2002 - April 2004
Channel One Communication   June 2000 - April 2002
The Reserve Funds   September 1997 - May 2000

Skills
Life Insurance, Strategic Financial..., Mutual Funds, Financial Reporting, Financial Audits, Risk Management, Accounting, Financial Analysis, Tax, General Ledger, Revenue Recognition, Cash Management, GAAP, Sarbanes-Oxley Act, US GAAP, Consolidation, QuickBooks, Fixed Assets, Accruals, Variance Analysis, Internal Controls, Cash Flow Forecasting, Nonprofits, Cost Accounting, Journal Entries, Managerial Finance, Accounts Payable, SEC filings, Financial Accounting, Accounts Receivable, Finance, Auditing, Payroll, Financial Statements, Cash Flow, Account Reconciliation, Tax Accounting, Bank Reconciliation, Great Plains Software, Tax Preparation, Year-end Close, Corporate Tax, Management Accounting, Tax Returns, Expenses, Treasury Management, Pivot Tables, Financial Statement..., External Audit, Corporate Finance

Education
Fordham University   1993 — 1997
BS, Accounting

Cathedral High School   1989 — 1993
Diploma, Business Administration and Management, General

St Jude Elementary School   1981 — 1989

Julia Korman Julia Korman Greater New York City Area Details
Julia Korman's The Reserve Funds Experience March 2009 - July 2010
Job Information Technology and Services Professional Assistant Vice President at Barclay's
Industry Financial Services
Experience
Barclays Wealth  September 2010 - Present
The Reserve Funds   March 2009 - July 2010
The Reserve Funds   September 2007 - March 2009
UBS  September 2006 - August 2007
MERRILL LYNCH  October 2001 - December 2005
Bank Leumi  1988 - 1993

Skills
SDLC, Fixed Income, Project Management, SQL, Software Documentation, Program Management, Asset Managment, Software Development, Visio, Asset Management, Business Analysis, COBOL, Quality Assurance, DB2, JCL, Equities, Leadership, Requirements Gathering, Management

Education
Belarusian State University
BS, Civil Engeneering

Ira Liss Ira Liss Los Angeles, California Details
Ira Liss's The Reserve Funds Experience April 2001 - December 2002
Job President, Manifest Talent Group & Manifest All Media
Industry Entertainment
Experience
Manifest Talent Group & Manifest All Media   September 2007 - Present
AOK Media, LLC   August 2010 - Present
Variety Publishing - 411 Publishing   April 2012 - November 2012
Industry Entertainment  April 2002 - August 2007
The Reserve Funds   April 2001 - December 2002
First Institutional Securites, LLC   May 1996 - September 2000

Skills
Production, Digital Media, Strategic Partnerships, Film, Public Speaking, New Business Development, Fundraising, Entertainment, Writing, Television Production, Microsoft Office, Business Strategy, Television, Social Networking, Start-ups, Video Production, Business Development, Creative Direction, Content Strategy, Lead Generation, Brand Development, New Media, Press Releases, Digital Marketing, Mobile Devices, Leadership, Digital Strategy, Entrepreneurship, Social Media, Online Advertising, Film Production, Social Media Marketing, Integrated Marketing, Advertising, Marketing, Online Marketing

Education
Colgate University   1987 — 1991
BA, Philosophy & Religion

Amy Bizar Amy Bizar Greater Boston Area Details
Amy Bizar's The Reserve Funds Experience 2003 - 2006
Job Retired Senior Director at Treliant Risk Advisors
Industry Financial Services
Experience
Treliant Risk Advisors  June 2011 - December 2012
The Education Resources Institute  June 2006 - June 2011
Boston University School of Law  January 1990 - May 2011
The Reserve Funds   2003 - 2006
GE Capital  May 1998 - November 2003
Fleet Financial Group  1990 - 1998
Bank of New England  1985 - 1990
Federal Reserve Bank of Boston  1972 - 1985

Skills
Corporate Law, Corporate Governance, Banking Law, Legal Research, Privacy Law, Financial Services, Securities Regulation

Education
Boston University School of Law   1969 — 1972
J.D., Law

Larry Kavulich Larry Kavulich Greater Chicago Area Details
Larry Kavulich's The Reserve Funds Experience September 2007 - September 2008
Job Consultant, Bank Funding Specialist
Industry Banking
Experience
KAVULICH CONSULTING   January 2009 - Present
The Reserve Funds   September 2007 - September 2008
Midwest Bank & Trust  April 2005 - September 2007
Banco Popular  June 2001 - April 2005
Old Kent Bank  1999 - 2001
National City Bank  May 1992 - August 1999

Skills
Negotiation, Management, Banking, Executive Management, Sales, Cash Management, Credit, Commercial Banking, Treasury Management, Portfolio Management, Investments, Budgets, Financial Services, Selling, Financial Analysis

Education
Central Michigan University   1985 — 1991
Bachelor of Science (BS), Finance

Nicholas Lanzillotta Nicholas Lanzillotta Greater New York City Area Details
Nicholas Lanzillotta's The Reserve Funds Experience December 1996 - January 2000
Job Document Specialist at Transperfect Document Managemant
Industry Financial Services
Experience
Transperfect Legal Solutions  May 2011 - Present
Delta Bank & Trust Private Banking   September 2006 - January 2009
Safra Asset Management  February 2006 - May 2006
Continuum Health Partners  January 2005 - February 2006
Brown Brothers Harriman, Forum Personnel   October 2004 - November 2004
Deutsche Bank, Spherion   August 2004 - September 2004
TIAA-CREF, Access Staffing   January 2004 - April 2004
TD Waterhouse, Access Staffing   December 2003 - January 2004
The Bank of New York  January 2000 - November 2003
The Reserve Funds   December 1996 - January 2000

Skills
Fund Accounting, Document Scanning, Document Copying, Accounts Payable, Bank Reconciliation, Bloomberg, Equities, Finance, Fixed Income, Hedge Funds, Scanners, Accounting, Derivatives, Trading

Education
Sam Career Center   2009 — 2009
Computerized Accounting with Quickbooks

Chubb Institute   1996 — 1998
Computer Programming

Pace University   1981 — 1985
BA, History

John Adamescu John Adamescu Cleveland/Akron, Ohio Area Details
John Adamescu's The Reserve Funds Experience May 2005 - October 2006
Job Sales/Design at The Home Depot
Industry Consumer Services
Experience
The Home Depot  May 2013 - Present
The Home Depot  May 2013 - Present
Imperial Home Center   January 2011 - April 2013
Title Plus Services   October 2009 - March 2011
Brennan Financial Group, LLC   March 2007 - November 2008
IMPAC Integrated Systems   February 2006 - March 2007
The Reserve Funds   May 2005 - October 2006
Gratry & Company   May 1997 - March 2004
Archadeck of the North Coast   January 1990 - April 1994
McDonald & Company  1988 - 1990

Skills
Merchandising, Construction Management, Money Management, Retail, Home, Construction, Customer Relations, Negotiation, Customer Service, Public Speaking, Purchasing, Small Business, Sales Management, Strategic Planning, Advertising, Writing, Promotions, Microsoft Office, Selling, New Business Development, Budgeting, Business Strategy, Account Management, Public Relations, Marketing Strategy, Inventory Management, Consultative Selling, Business Planning, Team Leadership, Customer Satisfaction, Planning, Market Research, Newsletters, Trade Shows, Supervisory Skills, Administration, Proposal Writing, Management Consulting, Budget Management, Time Management, Marketing, Sales, Management, Online Marketing, Project Planning, Team Building, Budgets

Education
Baldwin Wallace University   1984 — 1986
MBA, Business Administration

The Ohio State University Fisher College of Business   1967 — 1971
BS/BA, Marketing, Communications

Chris Whitby, PMP Chris Whitby, PMP Greater New York City Area Details
Chris Whitby, PMP's The Reserve Funds Experience July 2007 - September 2008
Job Project Manager at Reval
Industry Financial Services
Experience
Reval  February 2012 - Present
Reval  April 2011 - February 2012
Double Rock Corporation  July 2010 - April 2011
Double Rock Corporation  September 2008 - July 2010
The Reserve Funds   July 2007 - September 2008
Usable Products Company   January 2007 - July 2007

Skills
Risk Management, Business Analysis, SDLC, Project Management, Requirements Analysis, Financial Services, Banking, Analytics, Data Analysis

Education
New York University   2003 — 2007
BA, Sociology

Steve Kerrick Steve Kerrick Greater New York City Area Details
Steve Kerrick's The Reserve Funds Experience October 2005 - October 2006
Job VP Product Delivery at Gain Capital
Industry Financial Services
Experience
Gain Capital  2006 - Present
The Reserve Funds   October 2005 - October 2006
First Data Corporation  May 2004 - October 2005
InvestLink Technologies  October 2002 - April 2004
InvestLink Technologies  August 2000 - October 2002
PwC  July 1998 - June 2000

Education
Lehigh University - College of Business and Economics   1995 — 1997
MBA, Management

Fairleigh Dickinson University-College at Florham   1991 — 1995
Bachelor of Science (BS), Marketing

David Gareis David Gareis Greater San Diego Area Details
David Gareis's The Reserve Funds Experience 2003 - 2008
Job President at Intermedium Financial
Industry Financial Services
Experience
Intermedium Financial   December 2011 - Present
Double Rock Corporation  May 2008 - December 2011
Double Rock Corporation  May 2007 - May 2008
The Reserve Funds   2003 - 2008
Double Rock Corporation (fka The Reserve)   May 2005 - May 2007

Skills
Asset Managment, Banking, Fixed Income, Mutual Funds, Equities, Strategy, Brokerage

Education
University of Delaware-Masters in Business Administration   2001 — 2003
MBA, Finance

Franklin & Marshall College   1993 — 1997
BA, Pre Law/Government

Jovan Bonelli Jovan Bonelli Phoenix, Arizona Area Details
Jovan Bonelli's The Reserve Funds Experience July 2007 - December 2007
Job Production Manager at Cardinal Financial, LP
Industry Banking
Experience
Cardinal Financial, LP  June 2014 - Present
Hunter Financial Group  September 2011 - June 2014
Camelback Toyota  June 2011 - September 2011
Exotic Motor Sports   January 2008 - July 2011
The Reserve Funds   July 2007 - December 2007

Skills
Sales, Microsoft Excel, Relationship Management, Management, Team Building, Credit, CRM, Marketing, Customer Satisfaction, New Business Development, Outside Sales, Insurance, Leadership, Cash Management, Negotiation, Residential Mortgages, VA loans, Mortgage Lending, Banking, Customer Service, Refinance, FHA, Loans, Credit Analysis, Mortgage Banking, Finance

Education
Wagner College   2004 — 2006
Bachelors, Management

Glendale Community College   2002 — 2004
Associates, General Studies

Cactus High School   1998 — 2002
Diploma

Nicholas Markoutsakis Nicholas Markoutsakis Houston, Texas Details
Nicholas Markoutsakis's The Reserve Funds Experience January 2006 - September 2006
Job Manager of Merchant Accounting
Industry Accounting
Experience
Cardtronics  October 2013 - Present
Chemostrat   January 2013 - October 2013
DB Schenker  September 2012 - December 2012
Deutsche Bank  October 2006 - June 2012
The Reserve Funds   January 2006 - September 2006
Gemini Mutual Fund Services   September 2003 - January 2006

Skills
Account Reconciliation, Valuation, Equities, Accounting, Analysis, Bonds, FX Options, Financial Modeling, Financial Services, General Ledger, Management, Mutual Funds, Securities, Settlement, Accounts Payable, Trading, Financial Analysis, Microsoft Excel

Education
Hofstra University   1999 — 2003
Bachelor of Science, Accounting

Gary Wagner Gary Wagner Cleveland/Akron, Ohio Area Details
Gary Wagner's The Reserve Funds Experience June 2000 - June 2002
Job Principal/COO at Carnegie Investment Counsel
Industry Financial Services
Experience
Carnegie Investment Counsel  May 2009 - Present
Carnegie Capital Asset Management Company   September 2003 - April 2009
The Reserve Funds   June 2000 - June 2002
Schwab Institutional  January 1995 - June 2000
Federated Investors  December 1993 - January 1995
Equitable  1990 - 1994

Skills
Investments, Series 7, Wealth Management, Series 63, Asset Managment, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Securities, Investment Advisory, Portfolio Management, Hedge Funds, Series 24, Financial Services, Fixed Income, Investment Strategies, Financial Advisory, Strategic Financial..., Trading

Education
Kent State University - Graduate School of Management   2003 — 2005
MBA, Business Administration

Duquesne University   1986 — 1990
B.S., Finance and Marketing

Sarah Lefler Sarah Lefler Greater New York City Area Details
Sarah Lefler's The Reserve Funds Experience August 2007 - January 2009
Job Experienced Paralegal
Industry Legal Services
Experience
EXECUSearch   November 2014 - Present
Bronx County District Attorney Office  2010 - 2013
The Reserve Funds   August 2007 - January 2009
Washington Mutual-JPMorgan Chase   November 2004 - March 2007

Skills
Insurance, Customer Service, Criminal Law, Courts, Police, Investigation, Criminal Justice, Private Investigations, Evidence, Enforcement, Criminal Investigations, Legal Research, Legal Writing, Fraud, Internal Investigations, Legal Assistance, Risk Management

Education
Westchester Community College   2009 — 2010
Certification, Paralegal

Northeastern Illinois University   2001 — 2004
Bachelor's degree, Criminal Justice/ Justice Studies

Diana Siciliano Diana Siciliano Bronx, New York Details
Diana Siciliano's The Reserve Funds Experience February 2007 - August 2007
Job Experienced Office Assistant Seeking Opportunities
Industry Staffing and Recruiting
Experience
1199SEIU  May 2015 - July 2015
The Madison Square Garden Company  September 2014 - February 2015
Ocean Prime LLC (Douglas Elliman Property Management)   January 2014 - January 2014
EngenderHealth  November 2013 - November 2013
The Economist  June 2013 - June 2013
The Tuttle Agency  September 2007 - February 2013
American Arbitration Association  September 2007 - September 2007
The Reserve Funds   February 2007 - August 2007

Skills
Payroll, Invoicing, Filing, PowerPoint, Confidentiality, Organization, High Level Of Accuracy, Dependable Team Player, I-9 Compliance, Back Office, Data Entry, Adaptability, Liaison, Efficent, Enthusiasm to learn, Meet Deadlines, Superior Work Ethic, Follow-through Skills, Research, Reliability, Client Relations Skills, Guidant, Resource Tracking System, Summit APEX, Blogging, Teamwork, Team-oriented, Always Punctual, Dedicated Professional, Human Interest, Proofreading, 1099 Preparation, Scanning, ShareScan, Yardi Voyager, W-2, Deposits, Avaya, Front Office, Event Photography, Digital Photography, Travel Photography, Office Administration, Facility Relocation, Customer Service

Education
Iona College   2002 — 2006
Bachelor's degree, Major in Mass Communication/Media Studies, with an English Minor, 3.875

St.Catharine Academy

Andrew Goldsmith Andrew Goldsmith Greater New York City Area Details
Andrew Goldsmith's The Reserve Funds Experience 2003 - 2007
Job Head of Institutional Sales & Consultant Relations at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors  October 2011 - Present
ClearBridge Advisors   2007 - November 2011
The Reserve Funds   2003 - 2007
Bear Stearns Asset Management  1999 - 2003
Zurich Scudder Investments  1996 - 1999

Skills
Equity Capital Markets, Alternative Investments, Series 7, Hedge Funds, Master Limited..., Energy Infrastructure, Infrastructure, Series 24, Series 63, Equities, Investment Management, Consultant Relations, Institutional Sales, Endowment Funds, Foundations, Family Offices, Corporate Plans, Public Pension Plans, Pension Funds, Fund Of Funds, Family Office, Asset Allocation, Investments, Private Equity, Asset Management, Portfolio Management, Institutional, Valuation, Pensions, Mutual Funds, Institutional..., Investment Strategies

Education
Haverford College   1991 — 1995

Santa Monica High School

Adam Cymbler Adam Cymbler Greater New York City Area Details
Adam Cymbler's The Reserve Funds Experience March 2006 - August 2007
Job Senior Vice President, Institutional Product Management & Marketing at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman  March 2012 - Present
Allianz Global Investors Capital  August 2007 - March 2012
The Reserve Funds   March 2006 - August 2007
Citigroup Asset Management  April 2004 - March 2006
Goldman Sachs Asset Management  January 2000 - April 2002
J.P. Morgan Investment Management   1997 - 2000

Skills
Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, Financial Services, Investments, Marketing, Marketing Communications, FINRA, Equities, Relationship Management, Product Marketing, Product Management, Portfolio Management, Series 7, Bloomberg, Securities, Asset Managment, Banking, Series 63, Series 24, Wealth Management

Education
Dowling College   2000 — 2002
MBA, Finance

Hofstra University   1993 — 1997
BBA, Banking & Finance

Rosemarie Belmonte Rosemarie Belmonte Greater New York City Area Details
Rosemarie Belmonte's The Reserve Funds Experience September 1981 - March 1987
Job Analyst Corporate Action at BNP Paribas
Industry Banking
Experience
JPMorgan Chase & Co.   September 2015 - Present
BNP Paribas  September 2014 - Present
BNP Paribas  May 2014 - Present
Morgan Stanley  December 2012 - May 2014
Ridge Clearing  March 2012 - November 2012
Credit Suisse  April 2008 - March 2012
Bank of America Securities  June 2005 - March 2008
Prudential Financial  April 1987 - May 2005
The Reserve Funds   September 1981 - March 1987

Skills
Corporate Actions, Bonds, Equities, Securities, Middle Office, Asset Management, Reconciliation, Fixed Income, Bloomberg, Back Office, Prime Brokerage, Mergers, Outlook, Excel, Word, PowerPoint, Microsoft Office, Reconciliations, Lotus Notes, Account Reconciliation, Microsoft Word, Financial Services, Settlement, Mergers & Acquisitions, Microsoft Excel, Financial Risk

Education
School of Visual Arts   1977 — 1981
BFA, Graphic Communications

Charlie Dixson Charlie Dixson New York, New York Details
Charlie Dixson's The Reserve Funds Experience 1998 - May 1999
Job CNBC.com Account Executive
Industry Publishing
Experience
CNBC.com  April 2013 - Present
Forbes  March 2012 - April 2013
InvestmentNews  May 1999 - March 2012
The Reserve Funds   1998 - May 1999
Registered Rep Magazine   1995 - 1998
Dreyfus  1989 - 1995

Skills
Online Advertising, Advertising Sales, Sales Management, Online Marketing, Integrated Marketing, Digital Marketing, Financial Sector, Advertising, Financial Services, Mutual Funds, Leadership, CRM, Sales, Selling, Management, Strategy, Digital Media

Education
Franklin & Marshall College   1984 — 1988
BA, Political Science

Thomas Sainsbury Thomas Sainsbury Greater New York City Area Details
Thomas Sainsbury's The Reserve Funds Experience 2006 - 2006
Job at
Industry Information Technology and Services
Experience
Citi  February 2008 - Present
Credit Suisse First Boston  2006 - 2007
The Reserve Funds   2006 - 2006
State of Maryland - (1) Transportation Authority (2) Economic Development   2003 - 2005
HSBC  1998 - 2001
Bankers Trust (Now Deutche Bank)   1986 - 1998

Skills
HRIS, SDLC

Education
City University of New York City College
BS

Crystal Broomes Crystal Broomes New York, New York Details
Crystal Broomes's The Reserve Funds Experience August 2006 - December 2008
Job Garage Administrator at The United Nations
Industry Consumer Services
Experience
A-1 International Inc / United Nations   September 2014 - Present
Track Data Corp  February 2010 - November 2013
The Reserve Funds   August 2006 - December 2008
Track Data Corp  July 2004 - August 2006
Flatbush Copy Center, Inc   May 2003 - March 2004

Skills
Microsoft Office, Lotus Notes, SAS, BAS, SQN, FDR, Internet, SQL, Mas 90, Work Well Independently, Team-oriented, Time Management, Organization, Highly motivated..., Cash Management, Interpersonal..., Spreadsheets, Payroll, Invoicing, Human Resources, Finance, Documentation, Databases, Analysis, Administration, Accounts Payable

Education
University of Phoenix   2015 — 2019
Health/Health Care Administration/Management

Global Education New York   2009 — 2009
Medical Insurance Coding Specialist/Coder

Catherine McAuley High School   2000 — 2002
High School Diploma

Larry Poleshuck Larry Poleshuck Greater New York City Area Details
Larry Poleshuck's The Reserve Funds Experience March 2008 - September 2008
Job Information Technology Professional
Industry Financial Services
Experience
MF Global  May 2009 - Present
The Reserve Funds   March 2008 - September 2008
JP Morgan Private Bank  December 2003 - December 2005
JPMorgan Chase  April 2000 - December 2003
NASDAQ  March 1998 - August 2000
Citibank  December 1995 - March 1998
Ovid Technologies  1993 - 1995

Skills
Enterprise Architecture, Transaction Processing, Data Warehousing, Programming, Java, C++, PHP, MySQL, C, Linux, C#, Web Services, SOA, Trading Systems, Architecture, SDLC, Strategy, Disaster Recovery, Unix, Software Development, Enterprise Software, ETL, Perl, JavaScript, .NET

Education
Rutgers, The State University of New Jersey-Newark   1976 — 1979
Ph.D., zoology

Peter Hans Peter Hans Houston, Texas Details
Peter Hans's The Reserve Funds Experience August 2000 - June 2003
Job CoFounder & CEO at Harvest Exchange Corp.
Industry Internet
Experience
Harvest Exchange Corp.   2012 - Present
Height Analytics  February 2009 - 2013
FBR Capital Markets  June 2005 - February 2009
The Reserve Funds   August 2000 - June 2003

Skills
Bloomberg, Valuation, Investments, Asset Managment, Hedge Funds, Alternative Investments, Series 63, Financial Modeling, Financial Analysis, Trading, Private Equity, Series 7, Series 24, Capital Markets, Investment Banking, Equities, Securities, Fixed Income, Equity Research, Portfolio Management, Management, Finance

Education
Vanderbilt University - Owen Graduate School of Management   2003 — 2005
Master of Business Administration (M.B.A.), Finance

Colby College   1996 — 2000
Bachelor's Degree, Psychology

Debbie Tobin Debbie Tobin Greater New York City Area Details
Debbie Tobin's The Reserve Funds Experience October 2007 - January 2008
Job Senior Corporate Recruiter at AIG
Industry Staffing and Recruiting
Experience
AIG  August 2011 - Present
Tobin Organizing   2002 - Present
Breault & Smith LLC  February 2011 - August 2011
SolomonEdwardsGroup  April 2010 - August 2011
NAPO  2005 - 2010
Software Guidance & Assistance  October 2008 - March 2009
The Reserve Funds   October 2007 - January 2008
CNS Creative Network Systems   October 2006 - December 2007
MBI International  August 2006 - October 2006
RCM Technologies  1996 - 2001

Skills
Benefits Negotiation, Talent Acquisition, Talent Management, Sourcing, Recruiting, Executive Search, Search, Screening, Internet Recruiting, Relationship Management, Permanent Placement, Employee Relations, Applicant Tracking..., Financial Services, Staffing Services, Human Resources

Education
NYU

State University of New York at New Paltz
BS

Janice Ha Janice Ha Greater New York City Area Details
Janice Ha's The Reserve Funds Experience June 2003 - March 2004
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase  April 2006 - Present
UBS Financial Services  March 2004 - April 2006
The Reserve Funds   June 2003 - March 2004
Prudential Securities/Prudential Equity Group   February 1998 - June 2003

Skills
Solaris, Enterprise Architecture, SQL, SDLC, Integration, Business Analysis, Unix Shell Scripting, Websphere, Weblogic, Java, Sybase, COBOL, Vendor Management, Trading Systems, Oracle, WebSphere Application..., IT Operations, IT Management, Spring, Linux, DB2, RSA SecurID, Oracle Identity Manager, FIX, Web Services, Photoshop, Illustrator, LDAP, Ping Federate, Tomcat, Apache, Red Hat Linux, Windows Server, IIS

Education
Baruch College, City University of New York (CUNY)   1993 — 1997
CIS, Computer Information Systems

Patricia Muldoon Patricia Muldoon Greater New York City Area Details
Patricia Muldoon's The Reserve Funds Experience August 1983 - February 2007
Job Project Manager/Sr. Business Analyst/Consultant at Resources Global Professionals (RGP)
Industry Information Technology and Services
Experience
RGP  February 2014 - Present
Fitch Ratings  May 2009 - October 2013
Exigen Services StarSoft  2007 - 2009
Standard & Poor's   November 2007 - November 2008
Deutsche Bank  May 2007 - September 2007
The Reserve Funds   August 1983 - February 2007

Skills
Derivatives, Management, Team Building, Business Analysis, Budgets, Fixed Income, Equities, Financial Services, Risk Management, Financial Modeling, Training, Vendor Management, Asset Managment, Capital Markets, SDLC, Leadership, Agile Methodologies, Asset Management, Waterfall, Securities, Requirements Gathering, Project Management, Product Management, Business Requirements, Business Intelligence, Banking, Business Process..., Product Development, Software Documentation, Project Planning, SharePoint

Education
Marist College
Bachelor of Science, Business Administration, Management and Operations

Sacred Heart Academy

Emily Zeltser Emily Zeltser Greater New York City Area Details
Emily Zeltser's The Reserve Funds Experience November 2007 - January 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
The Reserve Funds   November 2007 - January 2009
UBS  January 2000 - August 2007

Skills
DB2, Requirements Analysis, VSAM, Quality Assurance, Mainframe, JCL, Databases, SDLC, Project Management, Testing, COBOL, MS Project, CICS

Education
   1981 — 1986

James Mele James Mele Greater New York City Area Details
James Mele's The Reserve Funds Experience March 2008 - December 2008
Job Director, Application & Systems at HEALTHFIRST NY
Industry Information Technology and Services
Experience
HEALTHFIRST NY   May 2012 - Present
Horizon Blue Cross Blue Shield of NJ  December 2008 - March 2012
The Reserve Funds   March 2008 - December 2008
1199SEIU Benefit & Pension Funds   October 2002 - March 2008
Empire Blue Cross Blue Shield  March 1991 - October 2002

Skills
Requirements Gathering, SDLC, Business Analysis, Visio, Business Process..., Leadership, Requirements Analysis, Vendor Management, Software Development, HIPAA, Healthcare Information..., Process Improvement, Software Project..., Business Intelligence, Program Management

Education
Mount Saint Mary College
MBA, Business Administration

Mount Saint Mary College   1992 — 1997
BS Accounting and Business Administration

Doug Houser Doug Houser Greater New York City Area Details
Doug Houser's The Reserve Funds Experience June 2008 - January 2009
Job Houser at Douglas
Industry Banking
Experience
Deutsche Bank  January 2009 - Present
The Reserve Funds   June 2008 - January 2009
Citigroup  June 2005 - June 2008
Amazon.com  September 2000 - July 2004

Education
Yale University - Yale School of Management   2004 — 2006
MBA, Strategy

Georgetown University   1995 — 1998
BS, International Economics

Natasha Henry Natasha Henry Greater New York City Area Details
Natasha Henry's The Reserve Funds Experience 2005 - 2007
Job Talent Acquisition/Human Resources Professional
Industry Human Resources
Experience
Forest Laboratories  June 2011 - Present
Jones Lang LaSalle  May 2007 - June 2011
The Reserve Funds   2005 - 2007
Citigroup  June 2004 - December 2004
Goldman Sachs  January 2004 - May 2004
Moody's Investors Service  1999 - 2003
BBDO  1997 - 1998

Skills
Onboarding, Recruiting, Talent Management, Interviews, Employee Relations, Sourcing, HRIS, Talent Acquisition, Screening, Internet Recruiting, Applicant Tracking..., Screening Resumes, Executive Search, Performance Management, College Recruiting, Employee Benefits, Human Resources, Technical Recruiting, Benefits Negotiation, Personnel Management, New Hire Orientations, Temporary Placement, Deferred Compensation

Education
New York University
Real Estate

Pace University   1994 — 1998
BA, Psychology

Barry Lerner Barry Lerner Greater New York City Area Details
Barry Lerner's The Reserve Funds Experience November 2002 - March 2006
Job Marketing Manager
Industry Information Services
Experience
Euromoney Institutional Investor PLC  March 2010 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP   March 2008 - October 2009
BLX Capital, LLC   April 2006 - July 2007
The Reserve Funds   November 2002 - March 2006
Datamonitor, Financial Market Research & Analysis firm   February 2000 - January 2002

Skills
Marketing Communications, Marketing, Business Development, Competitive Analysis, Management, Product Development, Public Relations, Marketing Strategy, Social Media, Online Advertising, Media Relations, Strategic Planning, New Business Development, Research, Market Research, Corporate Communications, Event Planning, Internal Communications, Direct Marketing, Project Management

Education
Moscow State University   2000 — 2002
M.B.A., International Management

Touro College   1994 — 1999
B.S, Marketing Communications; Marketing

Carelle McKenna Carelle McKenna Greater New York City Area Details
Carelle McKenna's The Reserve Funds Experience December 2004 - October 2006
Job Associate Director at SS&C GlobeOp
Industry Investment Management
Experience
SS&C GlobeOp  September 2013 - Present
HSBC Alternative Funds Services   October 2006 - December 2012
The Reserve Funds   December 2004 - October 2006
Seligman Data Corp  April 1999 - December 2004
Societe Generale  August 1996 - April 1999

Skills
Hedge Funds, Manage Client..., Project Planning, Coaching Staff, Operational Due..., Investor Relations, New Business Development, Business Process..., Internal Controls, Fund Administration, Mutual Funds, Strategy, Fund Of Funds, Financial Services

Education
Providence College   1992 — 1996

Charles F. Sona Charles F. Sona Greater New York City Area Details
Charles F. Sona's The Reserve Funds Experience 2004 - July 2008
Job Senior Systems Architect at IBM
Industry Financial Services
Experience
IBM  May 2013 - Present
Tokio Marine Management  July 2008 - May 2013
The Reserve Funds   2004 - July 2008
Broadridge  September 1999 - April 2001
Chubb Computer Services  January 1998 - August 1999

Skills
COBOL, JCL, SQL, DB2, MS T-SQL, Mainframe, VSAM, T-SQL, Fileaid, CICS, TSO, MVS, SPUFI, Lotus Notes, Easytrieve, IBM Mainframe, Insurance, FTP, z/OS, Databases, QMF, Production Support, Requirements Analysis, Programming, HTML, Excel, TCP/IP, IBM Utilities, ISPF, DB2/SQL, SSIS, cognos query studio, datawarehouse, data marts, Data Warehousing, Microsoft Excel, Enterprise Architecture, SDLC, Visio, Data Modeling, WebSphere MQ, Requirements Gathering, Business Analysis

Education
University of Florida   1980 — 1986
Doctorate, Physical Chemistry

FDU

Andrew Dudek Andrew Dudek Greater New York City Area Details
Andrew Dudek's The Reserve Funds Experience 2003 - 2006
Job Client Service Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  CSOBNY Mellon2006 - 2008
The Reserve Funds   2003 - 2006
Alliance Capital Management  1990 - 1994

Skills
Securities, Fund Administration, Financial Services, Equities, Hedge Funds, Fixed Income, Management, Asset Managment

Education
Kean University   1987 — 1989

Susan Cheng Susan Cheng Greater New York City Area Details
Susan Cheng's The Reserve Funds Experience February 2005 - June 2006
Job S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices  June 2014 - Present
S&P Dow Jones Indices  July 2012 - May 2014
S&P Indices   March 2010 - June 2012
Standard & Poor's   April 2007 - February 2010
The Reserve  July 2006 - March 2007
The Reserve Funds   February 2005 - June 2006
Wachovia Securities LLC  March 2003 - September 2004
Prudential Securities Inc.  August 2000 - February 2003
Prudential Securities Inc.  December 1997 - July 2000

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Economics and Psychology

Peter Moffatt Peter Moffatt Greater New York City Area Details
Peter Moffatt's The Reserve Funds Experience 2002 - 2006
Job Experienced financial market professional
Industry Financial Services
Experience
Booke and Company, Inc.   2008 - Present
Century Capital Partners, Llc.   2008 - Present
Kepman Capital Llc.   2006 - 2008
The Reserve Funds   2002 - 2006
JPMorganChase  1983 - 2002

Education
St. Francis College   1976 — 1981
BA, Psychology, Business

Michael Flook Michael Flook Greater Philadelphia Area Details
Michael Flook's The Reserve Funds Experience 2005 - 2006
Job Treasurer, Hartford Funds
Industry Investment Management
Experience
Hartford Funds  November 2014 - Present
UBS Global Asset Management  2006 - October 2014
The Reserve Funds   2005 - 2006
PFPC  2000 - 2004
SEI  1998 - 2000
Merrill Lynch  1989 - 1998

Skills
Derivatives, Fund Accounting, Valuation, Fund Administration, Board Reporting, Internal Controls, Investment Management, Finance, Fund Of Funds, Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities

Education
Colorado State University

Lana Benjamin Lana Benjamin Greater New York City Area Details
Lana Benjamin's The Reserve Funds Experience November 2005 - Present
Job Owner
Industry Education Management
Experience
---  June 2008 - Present
The Reserve Funds   November 2005 - Present
Salomon Smith Barney  August 1999 - February 2002
Morgan Stanley  January 1997 - August 1999

Skills
Mutual Funds, Hedge Funds, Accounting, Cash Management, Financial Services, Asset Managment

Education
St. John's University, The Peter J. Tobin College of Business   1995 — 1999
MS, Accounting

Jeffrey Mellecker Jeffrey Mellecker Baltimore, Maryland Area Details
Jeffrey Mellecker's The Reserve Funds Experience September 2007 - October 2008
Job Regional Marketing Expert at Apartment Services, Inc.
Industry Investment Management
Experience
Apartment Services, Inc.   February 2011 - Present
Casco Consultants   October 2008 - November 2011
The Reserve Funds   September 2007 - October 2008
JPMorgan Asset Management  April 2001 - June 2007
USAllianz Investor Services   October 1999 - April 2001
State Street Research  1992 - 1996

Skills
Mutual Funds, Asset Management, Investments, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Equities, Series 63, Securities, Portfolio Management, Financial Services, Investment Strategies, Hedge Funds, Investment Advisory, Fixed Income

Education
Northeastern University

Jessie Russo Jessie Russo Greater New York City Area Details
Jessie Russo's The Reserve Funds Experience Executive AssistantJP Morgan Private BankFebruary 2007 - December 2007
Job EA to CIO & CFO
Industry Financial Services
Experience
The Reserve Funds   Executive AssistantJP Morgan Private BankFebruary 2007 - December 2007
Depfa Bank  March 2006 - December 2006

Education
City University of New York-College of Staten Island   2003 — 2009
BS, Economics with specialization in Finance

Hudson County Community College   2000 — 2002
AS, Liberal Arts - Business Administration

Joan Lastra Joan Lastra Washington D.C. Metro Area Details
Joan Lastra's The Reserve Funds Experience August 1981 - August 1983
Job Ops Change Management Sr. at Freddie Mac
Industry Information Technology and Services
Experience
Freddie Mac  May 2014 - Present
CC Pace  January 2011 - May 2014
NTT Data Federal Services (formerly Keane Federal Services)   July 2009 - January 2011
Freddie Mac  December 1994 - July 2009
Price Waterhouse  June 1988 - December 1994
National Fuel Gas  1985 - June 1988
The Reserve Funds   August 1981 - August 1983

Skills
Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, System Testing, Requirements Gathering, Systems Analysis, SDLC, Software Project..., PMP, Integration, Business Process, IT Strategy, Business Process Design, Visio

Education
University at Buffalo   1983 — 1985
MBA, MIS

Binghamton University   1977 — 1981
BA, Political Science

Jan Stobbe Jan Stobbe Greater New York City Area Details
Jan Stobbe's The Reserve Funds Experience 1983 - 1984
Job Principal at Integra Solutions
Industry Financial Services
Experience
Integra Solutions   June 2011 - Present
UBS  2006 - June 2011
Starwood Hotels & Resorts Worldwide, Inc.   March 2005 - November 2006
JP Morgan  1990 - 1997
Chemical Bank  1983 - 1984
The Reserve Funds   1983 - 1984

Skills
SOA, Vendor Management, IT Strategy, Enterprise Software, Integration, Solution Architecture, Enterprise Architecture, SDLC, SaaS, Architectures, Product Management, Security

Education
University at Albany
BS, Mathematics

University at Albany
Masters Program, Computer Science

Dmitriy Ivanov Dmitriy Ivanov Greater New York City Area Details
Dmitriy Ivanov's The Reserve Funds Experience July 2007 - October 2008
Job Client Relationship Manager Corporate Client Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   December 2014 - Present
JP Morgan Chase  March 2011 - November 2014
JPMorgan Chase  May 2009 - March 2011
The Reserve Funds   July 2007 - October 2008
The Reserve Funds   March 2006 - July 2007
Astoria Federal Savings  September 2004 - March 2006

Skills
Portfolio Management, Investments, Banking, Mutual Funds, Credit, Trading, Loans, Mortgage Lending, Financial Modeling, Financial Analysis, Management, Series 7, Sales, Asset Allocation, Fixed Income, Finance, Equities

Education
Baruch College, City University of New York (CUNY)   2001 — 2005
BBA, Finance

Reepal Shah Reepal Shah Greater New York City Area Details
Reepal Shah's The Reserve Funds Experience June 2006 - December 2010
Job AR Manager at 3.1 Phillip Lim
Industry Financial Services
Experience
3.1 Phillip Lim  April 2013 - Present
The Reserve Funds   June 2006 - December 2010

Skills
Mutual Funds, Bloomberg, Securities, Hedge Funds, Fund Administration

Education
Baruch College, City University of New York (CUNY)   2010 — 2011
Master of Science (M.S.), Taxation, 3.5

Baruch College, City University of New York (CUNY)   2002 — 2006
BBA, Accounting, 3.3

Scott Whittet Scott Whittet Greater New York City Area Details
Scott Whittet's The Reserve Funds Experience June 2006 - March 2007
Job Corporate Accounting/Financial Reporting Manager
Industry Accounting
Experience
Emerging Managers Group, LP   January 2011 - May 2015
Double Rock Corporation  March 2007 - January 2011
The Reserve Funds   June 2006 - March 2007
Schering-Plough  June 1999 - June 2006

Skills
Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Statements, General Ledger, Account Reconciliation, Auditing, Financial Reporting, Financial Analysis, Corporate Finance, Sarbanes-Oxley, Mutual Funds, Financial Services, GAAP, US GAAP, Cash Flow, Asset Management, Analysis, Forecasting, Financial Accounting, Process Improvement, Bank Reconciliation, QuickBooks, Variance Analysis, Finance, Equities, Internal Audit, Leadership, Budgets, Accounts Payable, Consolidation, Managerial Finance, Accounts Receivable, Microsoft Office, Microsoft Excel, Sage Software

Education
Monmouth University   1996 — 2000
Bachelor of Arts, Accounting

Brookdale Community College   1992 — 1996
Associate in Arts, Business Administration

Peter Schifsky Peter Schifsky Greater Minneapolis-St. Paul Area Details
Peter Schifsky's The Reserve Funds Experience August 2005 - September 2007
Job Chief Legal Officer at Wells Fargo Global Fund Services
Industry Legal Services
Experience
LaCrosse Global Fund Services, a Wells Fargo Company   September 2007 - Present
The Reserve Funds   August 2005 - September 2007

Skills
Compliance, Hedge Funds, Securities, Corporate Governance, Investment Advisory, Alternative Investments, Investments, AML, Securities Law, Corporate Law, Derivatives, Mutual Funds, Risk Management, Capital Markets, Due Diligence, Equities, Asset Management, Contract Negotiation, SEC reporting, Securities Regulation, International Law, FCPA, Data Privacy, Privacy Law, Intellectual Property, Anti Money Laundering, Finance

Education
University of Minnesota Law School   1983 — 1987
JD w honors, Law

Jason Shank Jason Shank Greater New York City Area Details
Jason Shank's The Reserve Funds Experience July 2000 - December 2000
Job Manager, Business Operations at Visiting Nurse Service of New York
Industry Hospital & Health Care
Experience
Visiting Nurse Service of New York  September 2010 - Present
Visiting Nurse Service of New York  March 2007 - December 2010
Visiting Nurse Service of New York  May 2005 - March 2007
The Reserve Funds   July 2000 - December 2000
InvestmentWires  January 2000 - July 2000
InvestmentWires  December 1997 - July 2000

Skills
Recruiting, Management, Healthcare, Human Resources, Performance Management, Strategic Planning, Talent Acquisition, Training, Talent Management, Healthcare Information...

Education
Cornell University - Johnson Graduate School of Management   1993 — 1996
MBA, Marketing

Cornell University   1983 — 1989
BA, English Literature

Eileen Mack Eileen Mack Greater New York City Area Details
Eileen Mack's The Reserve Funds Experience 2003 - 2005
Job Vice President at Vanderbilt Ave. Asset Management
Industry Financial Services
Experience
Vanderbilt Ave. Asset Management   2009 - Present
Janus Capital Group  2005 - March 2009
The Reserve Funds   2003 - 2005
Frank Russell Company  2000 - 2003
First Albany  1994 - 1999
Salomon Smith Barney  1988 - 1994

Skills
Asset Managment, Fixed Income, Mutual Funds, Series 63, Series 7, Alternative Investments, Investments, Investment Advisory, Securities, Cash Management, Capital Markets, Wealth Management, Institutional Sales, Relationship Management, Asset Allocation, Investment Strategies, Bonds

Education
Indiana University Bloomington
Master of Music, Voice

Webster University
BME, Music, Voice Minor

Thomas Ehrhardt Thomas Ehrhardt Greater Philadelphia Area Details
Thomas Ehrhardt's The Reserve Funds Experience 1987 - 1991
Job Principal at Thomas H. Ehrhardt, LLC
Industry Law Practice
Experience
Thomas H. Ehrhardt, LLC   2001 - Present
Helene R. Leone, L.L.C.   July 1999 - July 2001
Pluese Lihotz / Pluese Leone   July 1997 - July 1999
The Reserve Funds   1987 - 1991

Skills
Real Estate, Land Use Law, Business Transactions, Corporate Law, Small Business, Estate Planning, Wills, Estate Administration, Business Formation, Legal Assistance, Real Estate Transactions, Legal Research, Legal Writing, Public Speaking

Education
Rutgers University School of Law - Camden   1991 — 1994
J.D. with Honors, International Law Honors with Distinction

Georgetown University   1980 — 1983
A.B., English, German minor

Doug Houser Doug Houser Greater New York City Area Details
Doug Houser's The Reserve Funds Experience June 2008 - January 2009
Job Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America  August 2014 - Present
Deutsche Bank  January 2009 - August 2014
The Reserve Funds   June 2008 - January 2009
Citi  July 2006 - June 2008
Amazon  September 2000 - July 2004

Education
Yale School of Management   2004 — 2006
Master of Business Administration (MBA), Strategy

Georgetown University   1995 — 1998
Bachelor of Science (BS), Foreign Service

Jorge Rodriguez, Esq. Jorge Rodriguez, Esq. New York, New York Details
Jorge Rodriguez, Esq.'s The Reserve Funds Experience 2002 - 2004
Job
Industry Education Management
Experience
New York Law School  June 2013 - Present
New York Law School  September 2012 - November 2012
The Gracia Law Group   November 2009 - June 2010
MetLife  2004 - 2009
The Reserve Funds   2002 - 2004
WIDEX Hearing Aid Company   1998 - 2000
American Express Financial Advisors  1997 - 1997
Eastern Paralyzed Veterans Association   1992 - 1996
US Army  1987 - 1991

Skills
Insurance, Legal Research, Banking, Securities, Lotus Notes, Strategic Planning, Microsoft Office, Corporate Governance, Financial Analysis, Event Planning, Vendor Management, Immigration Law, Nonprofits, Legal Assistance

Education
New York Law School   2008 — 2012
J.D., Law

City University of New York-Baruch College - Zicklin School of Business   1999 — 2001
B.B.A., Investments

Queensborough Community College   1994 — 1996
A.S., Business Administration

Dennis McLaughlin Dennis McLaughlin Greater New York City Area Details
Dennis McLaughlin's The Reserve Funds Experience May 2008 - February 2009
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  July 2010 - Present
Double Rock Corporation  February 2009 - July 2010
The Reserve Funds   May 2008 - February 2009
Jesup & Lamont  May 2006 - August 2006

Skills
Equities, Securities, Investments, Financial Analysis, Risk Management, Trading, Mutual Funds, Fixed Income, Financial Services, Asset Management, Microsoft Excel, Microsoft Office, PowerPoint, Hedge Funds, Bloomberg, Alternative Investments, Management

Education
Arizona State University   2002 — 2007
Bachelor of Science, Economics

Steven Menghi Steven Menghi Greater New York City Area Details
Steven Menghi's The Reserve Funds Experience 2005 - 2007
Job Director Valuations at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management  October 2007 - Present
The Reserve Funds   2005 - 2007
The Bank of New York  1999 - 2005
Salomon Smith Barney  February 1996 - June 1999

Skills
Fund Administration, Investments, Fixed Income, Valuation, Mutual Funds, Securities, Asset Managment, Asset Management, Bloomberg, Banking, Derivatives, Equities, Fund Of Funds, Portfolio Management, Hedge Funds, Trading

Education
LIU Post   1991 — 1996
BS, Accounting

Liz Albert-Ramos Liz Albert-Ramos Greater New York City Area Details
Liz Albert-Ramos's The Reserve Funds Experience 1999 - August 2002
Job Internal Audit Regulatory Coordinator
Industry Financial Services
Experience
Citi  November 2013 - Present
Citigroup  October 2007 - Present
Citigroup Inc.  August 2002 - October 2007
The Reserve Funds   1999 - August 2002

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Auto Audit Software, Regulatory Requirements, Compliance, Risk Management, Banking, Internal Audit, Auditing, Software, Management, Operational Risk, Process Improvement, Operational Risk..., Accounting, Credit Risk, Enterprise Risk..., Finance, Financial Analysis, Financial Reporting, Financial Risk, Financial Services, Internal Controls

Education
New England College of Business and Finance   2011 — 2012
Master's degree, Ethics, Business and Compliance, 3.7

Fordham University   2002 — 2007
Bachelor of Science (BS), Accounting

Stevenson High School   1978 — 1981
Regents Diploma, Social Studies

Bob kaczorowski Bob kaczorowski Greater New York City Area Details
Bob kaczorowski's The Reserve Funds Experience January 1973 - December 1978
Job Independent Computer Software Professional
Industry Computer Software
Experience
RLK Consulting LLC   December 2007 - Present
Tillinger Consulting   June 1996 - December 2012
Fulton Prebon   January 1986 - March 1991
The Reserve Funds   January 1973 - December 1978

Skills
ms .net, SQL Server, Visual Basic, .NET, Web Applications, Microsoft SQL Server, CSS, Web Development

Education
New Jersey Institute of Technology   1969 — 1973
Computer Science, Computer Engineering

Solita Khellawan, CPA Solita Khellawan, CPA South Ozone Park, New York Details
Solita Khellawan, CPA's The Reserve Funds Experience 2003 - 2005
Job Controller at Eltman Law, P.C.
Industry Financial Services
Experience
Eltman Law, P.C.   2011 - Present
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra)   2010 - 2011
Reconnaissance Advisers, LLC   2008 - 2009
C-BASS  2005 - 2008
The Reserve Funds   2003 - 2005
Morgan Stanley  2002 - 2003
Knight Securities, L.P.   1997 - 2002

Skills
Fund Accounting, Accounting, Hedge Funds, Financial Analysis, Finance, Fund Administration, Mutual Funds

Education
City University of New York-Baruch College
Bachelors, Accounting

Pat Colletti Pat Colletti Greater New York City Area Details
Pat Colletti's The Reserve Funds Experience September 1985 - December 1998
Job Mutual Fund CFO/CCO
Industry Accounting
Experience
Burnham Investors Trust   September 2004 - Present
PFPC  January 1999 - August 2004
The Reserve Funds   September 1985 - December 1998
Dreyfus  September 1981 - August 1985

Education
Pace University   1976 — 1981
BBA, Accounting

Wendell Mangibin Wendell Mangibin Greater New York City Area Details
Wendell Mangibin's The Reserve Funds Experience 2001 - 2004
Job Graphic Artist at NEFCU
Industry Design
Experience
NEFCU  2008 - Present
Vytra Health Plans  2004 - 2008
The Reserve Funds   2001 - 2004
University Sports Publications  1998 - 2000

Skills
InDesign, Illustrator, Photoshop, Logo Design, Adobe Creative Suite, Graphics, Layout, Graphic Design, Video Production, Video Editing, Videography, HD Video, Final Cut Pro, Creative Direction, QuarkXPress, Art Direction, Advertising, Art

Education
State University of New York at Binghamton
BA

Gary Guillaume Gary Guillaume Greater New York City Area Details
Gary Guillaume's The Reserve Funds Experience June 2005 - September 2008
Job Facilities Director at Wenner Media
Industry Publishing
Experience
Wenner Media  September 2008 - Present
The Reserve Funds   June 2005 - September 2008

Skills
Budgets, Coaching Staff, Contract Negotiation, Customer Service, Leadership, Mailroom Operations, Facilities Management, Management, Microsoft Office, Office Management, Project Management, Team Building, Training, Troubleshooting, Vendor Management

Education
Anchor Theological Seminary   2004 — 2010
Doctorate of Theology

City University of New York-Hunter College   1998 — 2003
Bachelor of Arts (BA), Double Major in Sociology & English

Sheepshead Bay High School

Richard Preuss Richard Preuss Succasunna, New Jersey Details
Richard Preuss's The Reserve Funds Experience July 1974 - July 1980
Job Retiree
Industry Financial Services
Experience
Self-employed  July 2012 - Present
Reich & Tang  July 1986 - June 2012
Honeywell Information Systems  May 1982 - July 1986
Irving Trust Company  July 1980 - May 1982
The Reserve Funds   July 1974 - July 1980
YKK (USA) Inc.   February 1973 - July 1974
Computer Solutions Inc.  July 1969 - February 1973
IBM  June 1968 - July 1969

Skills
Leadership

Education
New Jersey Institute of Technology   1964 — 1968
Bachelor of Science (BS), Electrical and Electronics Engineering