Wealth and Investment Management at Barclays

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Wealth and Investment Management at Barclays Employees

Employee
Years
Job
Industry
Roger Saks Roger Saks Greater New York City Area Details
Roger Saks's Wealth and Investment Management at Barclays Experience January 2012 - Present
Job Managing Director at Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays   January 2012 - Present
Barclays Capital  September 2008 - January 2012
Lehman Brothers  April 2001 - September 2008
Goldman Sachs  August 1992 - December 2000

Education
Wharton   1988 — 1992
Bachelor of Science (BS), Finance and Marketing

University of Pennsylvania   1988 — 1992
Bachelor of Science (BS), Economics

Kelly Woodgett Kelly Woodgett New York, New York Details
Kelly Woodgett's Wealth and Investment Management at Barclays Experience February 2007 - November 2009
Job Vice President, Head of Event Marketing, Americas
Industry Events Services
Experience
Barclays, Wealth and Investment Management & Corporate Banking   December 2010 - Present
Barclays Wealth and Investment Management  November 2009 - December 2010
Wealth and Investment Management at Barclays   February 2007 - November 2009
Barclays Wealth and Investment Management  August 2006 - February 2007
Evening Standard   April 2004 - August 2006
Lucky 7 Productions   July 2003 - April 2004

Skills
Strategic Planning, Event Management, Marketing Communications, Financial Services, Sponsorship, Event Planning, Marketing, Corporate Communications, Budgets, Corporate Events, Marketing Strategy, Email Marketing, Management, Leadership, Analysis, Project Planning, Hospitality, Direct Marketing, Account Management, Stakeholder Management

Education
University of Brighton   1999 — 2003
Bachelor of Arts (BA)

Universidad de Salamanca   2001 — 2002

William Clements William Clements San Francisco Bay Area Details
William Clements's Wealth and Investment Management at Barclays Experience 2011 - February 2013
Job Principal at Parallel Advisors, LLC
Industry Financial Services
Experience
Parallel Advisors  February 2013 - Present
Wealth and Investment Management at Barclays   2011 - February 2013
Bernstein Global Wealth Management  2004 - 2011
Acueity   November 1999 - May 2003
Babcock & Brown  1995 - 1999
General Electric  February 1991 - September 1995
Comdisco  1980 - 1991

Skills
Wealth Management, Alternative Investments, Hedge Funds, FINRA, Asset Management, Asset Allocation, Equities, Private Equity, Investments, Portfolio Management, Fixed Income, Investment Strategies, Investment Management, Capital Markets, Investment Banking, Series 7, Investment Advisory, Venture Capital, Valuation, Financial Modeling, Financial Advisory, Finance, Financial Analysis, Securitization, Financial Services

Education
University of California, Berkeley - School of Law   1971 — 1974
Doctor of Law (J.D.)

University of Washington   1967 — 1971
B.A., Economics

inglemoor high

Elizabeth Haney Elizabeth Haney Greater New York City Area Details
Elizabeth Haney's Wealth and Investment Management at Barclays Experience September 2008 - March 2014
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse  March 2014 - Present
Wealth and Investment Management at Barclays   September 2008 - March 2014
Lehman Brothers  March 2004 - September 2008
Goldman Sachs  June 2001 - March 2004

Education
New York University - Leonard N. Stern School of Business
MBA

Princeton University

Ben Hyde Ben Hyde New London/Norwich, Connecticut Area Details
Ben Hyde's Wealth and Investment Management at Barclays Experience November 2011 - January 2013
Job Paralegal at The Bartnik Law Firm P.C.
Industry Law Practice
Experience
The Bartinik Law Firm P.C.   February 2015 - Present
The ONeil Search Group  September 2014 - February 2015
Doggie Daycare NYC   February 2013 - February 2015
Considine Search   March 2014 - August 2014
Wealth and Investment Management at Barclays   November 2011 - January 2013
Levy Phillips & Konigsberg, LLP   January 2009 - October 2011
Legend Global Search, Inc.   September 2008 - December 2008
Tobin, Carberry, O'Malley, Riley, Selinger, P.C.   June 2007 - January 2008

Skills
Legal Research, Trials, FINRA, Recruiting, Executive Search, Business Development, Talent Acquisition, Microsoft Excel, Litigation Support, Employment Law, Estate Administration, Personal Trust..., Limited Partnerships, Corporate Law, Bluebook, Cite Checking, Compliance, Draft Pleadings, Corporate Contracts, Non-disclosure..., Subpoenas, Legal Support Services, Regulatory Submissions, Pivot Tables, Securities Litigation, TOA, TOC, CPLR, Regulatory Guidelines, Regulatory Analysis, CRD Reporting, Central Registration..., Confidentiality..., Regulatory Filings, Freedom of Information..., Securities and Exchange..., 10b5-1 Plans, Staffing Services, Limited Companies

Education
Lafayette College   2004 — 2008
B.A., Government & Law, Sociology, 3.6 GPA

Lauren Geraghty Lauren Geraghty Greater New York City Area Details
Lauren Geraghty's Wealth and Investment Management at Barclays Experience March 2012 - December 2012
Job Client Service Analyst at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management  October 2013 - Present
Barclays Wealth and Investment Management  December 2012 - October 2013
Wealth and Investment Management at Barclays   March 2012 - December 2012
Citigroup  March 2010 - March 2012
Citigroup  2009 - 2010

Skills
Series 7, Series 63, Series 65

Education
Quinnipiac University - School of Business   2006 — 2010
Bachelors of Science, Finance

Sameer Ahmed Sameer Ahmed New York, New York Details
Sameer Ahmed's Wealth and Investment Management at Barclays Experience June 2008 - August 2008
Job Associate at Linklaters LLP, New York
Industry Law Practice
Experience
Linklaters LLP, New York   July 2014 - Present
Linklaters LLP  September 2011 - August 2014
Linklaters LLP  September 2009 - August 2011
Wealth and Investment Management at Barclays   June 2008 - August 2008
Linklaters  July 2007 - August 2007
Hogan Lovells  June 2007 - July 2007

Education
College of Law, Moorgate   2008 — 2009
Legal Practice Course, Law

London School of Economics and Political Science   2005 — 2008
LLB, Law

Bolton School, Boys Division   1998 — 2005

Max Enrique Groso Max Enrique Groso Miami, Florida Details
Max Enrique Groso's Wealth and Investment Management at Barclays Experience March 2003 - December 2012
Job Papa's Guest House. at Papa's Guest House
Industry Online Media
Experience
Blog Talk Radio  January 2013 - Present
Papa's Guest House   January 2013 - Present
TREEmendous Miami   2008 - Present
Wealth and Investment Management at Barclays   March 2003 - December 2012
Lehman Brothers Inc. Trustee   January 2003 - September 2008

Skills
Non-profits, Data Analysis, Statistics, Research, Microsoft Excel, Microsoft Office, Risk Management, Spanish, Public Speaking, Sustainability, PowerPoint, Access, Strategic Planning, Business Strategy, Management, Customer Service, Financial Modeling, Microsoft Word, Budgets, Fundraising, Securities, Financial Markets, Financial Analysis, Nonprofits

Education
Schillers Int'l University   1987 — 1990
Int'l Business, Finance, Ecology, International Business.

Florida State University   1984 — 1985

Marius Lipinski Marius Lipinski Greater New York City Area Details
Marius Lipinski's Wealth and Investment Management at Barclays Experience April 2012 - November 2013
Job Associate AML/KYC Due Diligence
Industry Investment Banking
Experience
Société Générale   April 2015 - Present
J.P. Morgan   December 2013 - April 2015
Wealth and Investment Management at Barclays   April 2012 - November 2013
STAIRE Holdings Limited   January 2010 - April 2012

Skills
KYC, Investment Banking, Research, Remediation, AML, Due Diligence, Onboarding, FINRA, New Client..., Compliance, Quality Control, USA PATRIOT Act, OFAC, Bank Secrecy Act, Anti Money Laundering, Quality Assurance, Risk Assessment, Financial Regulation, Sanction

Education
Montclair State University
Bachelor of Arts (BA)

Jason Mingelgreen, CFA Jason Mingelgreen, CFA Greater New York City Area Details
Jason Mingelgreen, CFA's Wealth and Investment Management at Barclays Experience April 2012 - Present
Job Vice President Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays   April 2012 - Present
Neuberger Berman  April 2007 - April 2012
Morgan Stanley  June 2004 - April 2007

Education
Syracuse University   2000 — 2004
B.S., Finance, Broadcast Journalism

Andrew Mancini Andrew Mancini Greater New York City Area Details
Andrew Mancini's Wealth and Investment Management at Barclays Experience August 2011 - September 2013
Job Vice President at Altman Warwick
Industry Real Estate
Experience
Altman Warwick   April 2015 - Present
CCRE-SL Capital   October 2014 - March 2015
Five Mile Capital  September 2013 - June 2014
Wealth and Investment Management at Barclays   August 2011 - September 2013
Wealth and Investment Management at Barclays   June 2010 - August 2011
Financial Principles, LLC  June 2008 - August 2008

Skills
Finance, Financial Analysis, Financial Structuring, Financial Modeling, Valuation, Commercial Real Estate, Real Estate, Due Diligence, Real Estate Financing, CMBS, Loan Origination, Real Estate Economics, Underwriting, Commercial Mortgages, Mortgage Lending, Fixed Income, Trading, Bloomberg, Investment Strategies, Bonds, Securities, Hedging, Credit, Capital Markets, Alternative Investments, Asset Management, Fixed Income Trading

Education
Seton Hall University   2006 — 2009
Bachelors, Cum Laude, Finance

University of International Business and Economics
International Business

David Motsonelidze, CFA David Motsonelidze, CFA New York, New York Details
David Motsonelidze, CFA's Wealth and Investment Management at Barclays Experience June 2012 - Present
Job Associate Vice President, Investment Strategist
Industry Investment Management
Experience
Wealth and Investment Management at Barclays   June 2012 - Present
Bloomberg  March 2009 - September 2011

Skills
Equity Research, Statistics, Industry Analysis, Financial Modeling, Valuation, Investments, Equities, Value Investing, Financial Risk, Competitive Analysis, Bloomberg Terminal, Bloomberg, Portfolio Management, Derivatives, Capital Markets, Equity Valuation, Fixed Income, Financial Analysis

Education
University of Manchester - Manchester Business School   2007 — 2008
Master of Science (MSc), Finance

International Black Sea University   2004 — 2007
Bachelor of Science, Finance

CFA Institute

Adrian Stokes Adrian Stokes Monaco area Details
Adrian Stokes's Wealth and Investment Management at Barclays Experience July 2009 - April 2013
Job Private Banker Monaco UK (Anglophone) at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management  April 2013 - Present
Wealth and Investment Management at Barclays Monaco   January 2011 - April 2013
Wealth and Investment Management at Barclays   July 2009 - April 2013
Wealth and Investment Management at Barclays   April 2007 - July 2009
Barclays Bank  April 2005 - April 2007
Fitch Ratings  January 2003 - April 2005
N&G Display Originals Limited   September 1997 - December 2002

Skills
Private Banking, Wealth Management, New Business Development, Change Management, Business Analysis, Business Process..., Client Service, Client Experience, Relationship Management, Private Equity, Customer Experience, CRM, Financial Services, Client Services, Business Development, Strategy

Education
University of Greenwich   1997 — 2002
2:1 Hons, Business Studies

Barclays Wealth Management Curriculum

Harvard Business School (e-learning Barclays)

Michael Vigario Michael Vigario Greater New York City Area Details
Michael Vigario's Wealth and Investment Management at Barclays Experience April 2012 - May 2014
Job Director of Financial Management at CommonBond.co
Industry Financial Services
Experience
CommonBond.co  May 2014 - Present
Wealth and Investment Management at Barclays   April 2012 - May 2014
Grant Thornton LLP  March 2011 - April 2012
Deloitte  October 2008 - February 2011

Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting, Tax, Accounting, Microsoft Excel, Internal Controls, Auditing, Corporate Finance, Works well in a team, Risk Management, Due Diligence, Valuation

Education
Fairfield University   2004 — 2008
Bachelors, Accounting

Chaminade

Twisha Chandra Twisha Chandra Bellevue, Washington Details
Twisha Chandra's Wealth and Investment Management at Barclays Experience July 2012 - September 2012
Job BSA/AML Analyst at Amazon
Industry Banking
Experience
Amazon  May 2015 - Present
RBC  September 2012 - April 2014
Wealth and Investment Management at Barclays   July 2012 - September 2012
Emirates NBD  June 2011 - July 2012
RAKBANK  January 2010 - June 2011
ICICI Bank  July 2008 - August 2009

Skills
Capital Markets, Corporate Finance, Sanction, Risk Management, KYC, Private Banking, Financial Risk, AML, Financial Services, Due Diligence, Investment Banking, Commercial Banking, Derivatives, Anti Money Laundering, Credit, Retail Banking, Relationship Management, Operational Risk, Fraud, OFAC, Credit Risk, Banking, Trade Finance, Operational Risk..., Certified Anti-Money..., FSA, CAMS

Education
ACAMS   2011 — 2012
CAMS

Symbiosis International University   2003 — 2008
BBA LLB, Legal, Business

Association of Certified Financial Crime Specialists
Currently pursuing Certified Financial Crime Specialist Course from ACFCS, USA, Financial Crime and AML

United Nations Peace University
Currently pursuing Certification Course in ‘Human Rights and Humanitarian Law’

Alex Klein Alex Klein Scarsdale, New York Details
Alex Klein's Wealth and Investment Management at Barclays Experience June 2012 - August 2012
Job Current Equity Analyst in Large Cap Internet Barclays, Graduate of The University of Pennsylvania
Industry Investment Banking
Experience
Barclays Investment Bank  September 2014 - Present
Barclays Investment Bank  June 2013 - August 2013
Wealth and Investment Management at Barclays   June 2012 - August 2012
Ice Hockey In Harlem  June 2006 - August 2011
Sony Music Entertainment  April 2010 - June 2010

Skills
Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word

Education
University of Pennsylvania   2010 — 2014
Bachelor of Arts (BA), Urban Studies and Economics

Mariano Agnese Mariano Agnese Greater New York City Area Details
Mariano Agnese's Wealth and Investment Management at Barclays Experience July 2012 - November 2014
Job Analyst at Barclays
Industry Financial Services
Experience
Barclays  August 2015 - Present
Barclays Wealth and Investment Management  November 2014 - October 2015
Wealth and Investment Management at Barclays   July 2012 - November 2014
De Dietrich Process Systems, Inc.   November 2011 - July 2012
Heffler, Radetich & Saitta LLP - Certified Public Accountants   July 2011 - September 2011
New York Life Insurance Company  December 2010 - May 2011
Rutgers University  June 2009 - June 2010
Rutgers University  September 2008 - May 2009
Rutgers University  September 2007 - May 2008

Skills
Spanish, Mediation, Microsoft Excel, Microsoft Word, Microsoft Office, Accounts Payable, Purchasing, Sales, Teamwork, Sales Operations, Research, Adaptation, Social Networking, Analysis, Customer Service, Management, Public Speaking, Project Planning, Accounting, Software Documentation, Finance, PowerPoint, Data Analysis, Outlook, Series 7, Credit, Critical Thinking

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2007 — 2011
Bachelors of Science, B.S. Accounting, B.S. Finance, Economics

Amy Richtsteig Amy Richtsteig Monaco area Details
Amy Richtsteig's Wealth and Investment Management at Barclays Experience April 2012 - September 2012
Job Private Banking Executive
Industry Financial Services
Experience
Barclays Wealth and Investment Management  May 2013 - Present
Barclays Wealth and Investment Management  September 2012 - May 2013
Wealth and Investment Management at Barclays   April 2012 - September 2012
Wealth and Investment Management at Barclays   August 2011 - March 2012
Barclays Wealth  June 2010 - August 2010
Studio Melchior   June 2009 - July 2009

Skills
Wealth Management, Business Analysis, Business Strategy, Information Management, Data Analysis, Human-computer..., Java, Software Engineering, Information Systems..., Investment Banking, Relationship Management, Due Diligence, Asset Allocation, Equities, Financial Modeling

Education
University College London, U. of London   2008 — 2011
IMB, Information Technology and Management

Eric Shute Eric Shute Dallas, Texas Details
Eric Shute's Wealth and Investment Management at Barclays Experience June 2009 - August 2009
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS  October 2013 - Present
Bank of America  June 2010 - August 2012
Wealth and Investment Management at Barclays   June 2009 - August 2009
Lee and Associates  June 2008 - September 2008

Education
Southern Methodist University   2012 — 2013
Master's degree, Accounting

Southern Methodist University   2006 — 2010
Bachelor's degree, Accounting and Finance

Irena Ocasio Irena Ocasio Greater New York City Area Details
Irena Ocasio's Wealth and Investment Management at Barclays Experience August 2011 - Present
Job Analyst
Industry Financial Services
Experience
Wealth and Investment Management at Barclays   August 2011 - Present
Brown Brothers Harriman  March 2008 - February 2010
Oppenheimer & Co  April 2001 - February 2008
Oppenheimer & Co  December 1996 - April 2001

Skills
Analysis, CRM, Training

Education
Houghton College   1992 — 1996
B.S, Business Management

Diana Tkhamadokova Diana Tkhamadokova San Francisco, California Details
Diana Tkhamadokova's Wealth and Investment Management at Barclays Experience 2006 - 2006
Job https://itunes.apple.com/gb/app/istylemyself/id893157588?mt=8
Industry Internet
Experience
ISTYLEMYSELF   July 2011 - Present
Goldman Sachs  September 2009 - July 2011
J.P. Morgan   June 2007 - September 2009
Wealth and Investment Management at Barclays   2006 - 2006

Skills
Wealth Management, Investment Banking, Equities, Hedge Funds, Private Banking, Venture Capital, Private Equity, Emerging Markets, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Derivatives, Asset Management, Investments, Fixed Income, Capital Markets, Alternative Investments, Valuation, Due Diligence, Financial Modeling, Financial Markets, Bloomberg, Corporate Development, Start-ups, Entrepreneurship

Education
The University of Manchester   2004 — 2005
Master of Science (MSc), Finance and Economics

Pascal Sabattier Pascal Sabattier Greater New York City Area Details
Pascal Sabattier's Wealth and Investment Management at Barclays Experience April 2012 - December 2012
Job International Business Analyst Writer / Editor Independent music professional
Industry Financial Services
Experience
Independent Financial Consultant  June 2015 - Present
Neostalgia Music   2007 - Present
Citizen Auteur   January 2006 - Present
Capco  December 2013 - January 2015
Credit Suisse  May 2013 - September 2013
Wealth and Investment Management at Barclays   April 2012 - December 2012
LAMCO LLC  November 2009 - January 2012
Deutsche Bank  2008 - 2009
Lehman Brothers  1998 - 2008
Banque Lehman Brothers Paris   1995 - 1998

Skills
Derivatives, Middle Office, International Project..., Business Analysis, Funding, P&L, Operations, Fixed Income, Implementing Processes, Financial Systems..., Systems Improvement, General Ledger..., Euroclear, Change Management, Trade support, Multicultural Team..., Bilingual- French, Residential Mortgages, Decommissioning, Bankruptcy management, Unwinding assets, Repos, Emerging Markets, Singing, Entertainment, Songwriting, Music Production, Composition, Writing, French, Income Statement, Bankruptcy, Management, Account Reconciliation, Financial Services, Capital Markets, Strategy, Investment Banking, Project Management, Risk Management, Finance

Education
ISC Paris
Masters, International Finance

Université Paris-Sorbonne
Bachelor, English, Economics

Prepa HEC Saint Michel de Picpus

Columbia University in the City of New York
General Studies - English

Lycée Maurice Ravel
Baccalauréat C

Sebastian Olavarria Sebastian Olavarria State College, Pennsylvania Details
Sebastian Olavarria's Wealth and Investment Management at Barclays Experience May 2012 - May 2012
Job Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank  June 2015 - Present
Barclays Wealth and Investment Management  June 2013 - August 2013
Citi  June 2012 - August 2012
Wealth and Investment Management at Barclays   May 2012 - May 2012
GNC  February 2011 - May 2011
JPMorgan Chase  June 2010 - July 2010

Skills
Private Equity, Microsoft Office, Microsoft Excel, Credit, Emerging Markets, FX Options, Finance, Hyperion Essbase, SAP R/3, salescomp, Oracle BI Interactive...

Education
Penn State University   2009 — 2014

Colegio Americano de Guatemala   2005 — 2009

lance ng lance ng Greater New York City Area Details
lance ng's Wealth and Investment Management at Barclays Experience November 2011 - January 2013
Job Credit Admin – Portfolio Management at BankUnited
Industry Financial Services
Experience
BankUnited  May 2013 - Present
Wealth and Investment Management at Barclays   November 2011 - January 2013
Ming Kee Incorporated   January 2004 - June 2012
JPMorgan Chase  May 2007 - February 2009
eCAST Settlement Corporation / Max Recovery Incorporated   May 2007 - February 2009
Liberty Woods International  June 2003 - August 2006

Education
Binghamton University, State University of New York
Bachelor of Science, Financial Economics

Brooklyn Law School
Juris Doctor

Brian Kelly, CFA Brian Kelly, CFA Greater Boston Area Details
Brian Kelly, CFA's Wealth and Investment Management at Barclays Experience May 2012 - June 2015
Job Merrill Lynch Private Banking and Investment Group
Industry Banking
Experience
Merrill Lynch Private Banking and Investing Group   June 2015 - Present
Wealth and Investment Management at Barclays   May 2012 - June 2015
JP Morgan Private Bank  April 2010 - May 2012
JPMorgan Private Bank  2007 - April 2010
Merrill Lynch  2006 - 2007

Education
College of the Holy Cross
Economics and Accounting

University of Melbourne

Winchester High School

Alexandra Calma Alexandra Calma New York, New York Details
Alexandra Calma's Wealth and Investment Management at Barclays Experience September 2010 - February 2012
Job Associate Director at DFG Investment Advisers
Industry Financial Services
Experience
DFG Investment Advisers, Inc.   February 2013 - Present
Norinchukin Bank  July 2012 - October 2012
Wealth and Investment Management at Barclays   September 2010 - February 2012
Barclays Investment Bank  November 2008 - September 2010
Lehman Brothers Holdings, Inc  June 2008 - November 2008
Mandarin Oriental Hotel Group  June 2007 - August 2007
The Dermot Company, Inc  June 2006 - 2006

Skills
Equities, Asset Management, Series 7, Series 63, Portfolio Management, Hedge Funds, Fixed Income, Credit, Trading, Risk Management, Investment Advisory, Loans, CLO, Leveraged Finance, Spanish-speaking, Business Development, Strategic Partnerships, Investor Relations

Education
University of Miami   2004 — 2008
Bachelor of Science (B.S.), Communication Studies

NYC Lab School   1997 — 2003

Stephen Langone, CIPM Stephen Langone, CIPM Greater New York City Area Details
Stephen Langone, CIPM's Wealth and Investment Management at Barclays Experience August 2011 - Present
Job Head of Client Reporting at Wealth and Investment Management at Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays   August 2011 - Present
Morgan Stanley Smith Barney  April 2007 - August 2011
The Bank of New York Mellon  October 2005 - April 2007
StatPro, Inc.   September 2001 - October 2005
UBSPaineWebber, Inc.   October 1990 - September 2001

Skills
Financial Services, Investments

Education
Rutgers, The State University of New Jersey-New Brunswick   1982 — 1985
Bachelor of Arts (B.A.), Economics

Jared Schumann Jared Schumann New York, New York Details
Jared Schumann's Wealth and Investment Management at Barclays Experience November 2010 - Present
Job Investment Professional at Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays   November 2010 - Present
Cohen Capital Group, LLC  July 2010 - November 2010

Skills
Bloomberg, Asset Allocation, Investments, Time Series Analysis, Microsoft Excel, Monte Carlo Simulation, Wealth Management, Portfolio Management, Institutional..., Hedge Funds, Alternative Investments, Separately Managed..., Limited Partnerships, Due Diligence, Performance Attribution, Mutual Funds, ETFs, Portfolio Optimization, Black-Scholes, Portfolio Performance..., Research, Statistics, High Net Worth...

Education
The University of Connecticut   2008 — 2010
M.S., Applied Financial Mathematics

Westfield State University   2003 — 2007
B.A., Mathematics

Laub, Darin Laub, Darin New York, New York Details
Laub, Darin's Wealth and Investment Management at Barclays Experience April 2012 - Present
Job Wealth Management at Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays   April 2012 - Present
Morgan Stanley Smith Barney  May 1999 - April 2012
Prudenital Securities   March 1996 - May 1999
Lehman Brothers  August 1992 - March 1996

Skills
Buy-side, Hedge Funds, Wealth Management, Portfolio Management, Sell Side, Series 7, Corporate Finance, Asset Managment, Alternative Investments, Investments, Acquisitions, Mergers, Wealth Management..., Fixed Income, Equities, Asset Allocation, Investment Advisory, Series 63, ETFs, Investment Strategies, Mergers & Acquisitions, Asset Management

Education
Boston University   1987 — 1991

Ismabel Cueto Ismabel Cueto Greater New York City Area Details
Ismabel Cueto's Wealth and Investment Management at Barclays Experience June 2011 - August 2011
Job Human Resources Coordinator
Industry Human Resources
Experience
Amplify  January 2015 - Present
Macmillan  October 2014 - December 2014
WeWork  October 2014 - October 2014
Viacom  September 2013 - September 2014
T. Howard Foundation  September 2012 - December 2012
Student Centers & Programming Services   September 2010 - December 2012
nuvoTV  May 2012 - August 2012
Soluccion Relocation   September 2011 - December 2011
Wealth and Investment Management at Barclays   June 2011 - August 2011
Carrier Dome  September 2008 - September 2010

Skills
Event Planning, Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Customer Service, Social Media, Management, Research, Microsoft Word, Human Resources, Creative Writing, Outlook, Facebook, R25, Versatility, Problem Solving, Access, Program Management, Time Management, Strategic Planning, College Recruiting, Written & Oral..., Relationship-builder..., Critical Thinking, Phone Etiquette, Marketing Communications, Interdepartmental..., Workers' Compensation..., Web Applications, Media, Adobe Acrobat, Fashion Shows, Public Speaking, Social Networking, Marketing, Spanish, Editing, Student Recruiting, Student Development, Writing, Teamwork, Event Management

Education
Syracuse University   2008 — 2012
Bachelor of Applied Science (BASc), Entrepreneurship/Entrepreneurial Studies

Instituto Internacional, Syracuse University   2011 — 2011
Business Administration and Management, General

Edward Hayes Edward Hayes Greater New York City Area Details
Edward Hayes's Wealth and Investment Management at Barclays Experience September 2008 - June 2015
Job CoFounder, Managing Partner at Banyan Point
Industry Investment Management
Experience
Banyan Point, LLC   July 2015 - Present
Wealth and Investment Management at Barclays   September 2008 - June 2015
Lehman Brothers  2007 - September 2008
KeyBanc Capital Markets  2005 - 2007

Education
University of North Carolina at Chapel Hill   2001 — 2005

Landon

Joshua Mogy Joshua Mogy Greater New York City Area Details
Joshua Mogy's Wealth and Investment Management at Barclays Experience October 2011 - September 2012
Job
Industry Financial Services
Experience
Wealth and Investment Management at Barclays   October 2011 - September 2012
Croesus Investments, LLP   May 2009 - September 2010
RC Capital Advisors   January 2009 - May 2009
TIAA-CREF  July 2006 - August 2008
U.S. Trust   February 2005 - July 2006
AIG Global Investment Group  June 2003 - February 2005
Citi  2001 - 2003

Skills
Financial Modeling, Strategy, Risk Management, Equities, Financial Services, Recruiting, Leadership, Mergers, Business Strategy, Valuation, Analysis, Deferred Compensation, Financial Risk, Global Compensation, HR Consulting, Compensation Structures, Thought Leadership, Compensation Strategies, Change Management, Sales Compensation..., Project Management, Consulting, Team Leadership, Operational Risk, Fixed Income, Private Equity, Human Resources, Talent Management, Team Management

Education
Brandeis University, Lemberg - International Business School   2008 — 2010
MBA

ESSEC Business School   2009 — 2009
MBA

New York University   2001 — 2003
M.A.

University of California, Los Angeles   1994 — 1999
B.S.

Sarah (Kechejian) Pifer Sarah (Kechejian) Pifer Greater New York City Area Details
Sarah (Kechejian) Pifer's Wealth and Investment Management at Barclays Experience September 2008 - June 2012
Job Associate at Fieldpoint Private
Industry Investment Banking
Experience
Fieldpoint Private  June 2012 - Present
Wealth and Investment Management at Barclays   September 2008 - June 2012
Lehman Brothers  January 2007 - September 2008

Skills
Hedge Funds, Series 7, Equities, Bloomberg, Fixed Income, Risk Management, Financial Services, Derivatives, Mutual Funds, Securities, Private Equity, Investment Banking, Capital Markets, FINRA

Education
Saint Lawrence University   2002 — 2006
BA, Government

Angie Welch Angie Welch Greater New York City Area Details
Angie Welch's Wealth and Investment Management at Barclays Experience July 2012 - Present
Job Vice President of Compliance at Barclays Wealth & Investment Management
Industry Financial Services
Experience
Wealth and Investment Management at Barclays   July 2012 - Present
Park Avenue Securities  October 2010 - July 2012
Eagle Strategies LLC New York Life Insurance Company   September 2009 - November 2010
INDEPENDENT FINANCIAL MARKETING GROUP ("IFMG")   November 2006 - June 2008
AIG Advisor Group  May 2000 - November 2006
AIG Advisor Group  January 2000 - January 2003
Lexus of Manhatten   January 1999 - January 2000

Skills
Series 7, Securities, Series 63, Mutual Funds, FINRA, Asset Management, Budgets, Finance, Financial Services, Hedge Funds, Investments, Program Management, Project Management, Series 24, Investment Advisory, Management, Risk Management

Education
Essex County College   2008 — 2010
Business Adminsitration

Brian Lowenthal Brian Lowenthal Palm Beach, Florida Details
Brian Lowenthal's Wealth and Investment Management at Barclays Experience October 2007 - October 2014
Job Senior Vice President at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Private Wealth Management  October 2014 - Present
Wealth and Investment Management at Barclays   October 2007 - October 2014
Lehman Brothers  October 2007 - September 2008
Merrill Lynch  March 2004 - September 2007
Sanford C. Bernstein & Co. / Bernstein Global Wealth Management   April 1999 - February 2004

Education
University at Buffalo

Duff Saxe Duff Saxe Greater New York City Area Details
Duff Saxe's Wealth and Investment Management at Barclays Experience July 2010 - August 2015
Job Partner at Summit Trail Advisors
Industry Financial Services
Experience
Summit Trail Advisors   August 2015 - Present
Wealth and Investment Management at Barclays   July 2010 - August 2015
White Tower Management   September 2008 - July 2010
Collins Brothers Worldwide   October 2006 - October 2008

Education
Columbia University - Columbia Business School   2002 — 2003
MBA, Finance

Laura (Mallozzi) Leoni Laura (Mallozzi) Leoni Charlotte, North Carolina Details
Laura (Mallozzi) Leoni's Wealth and Investment Management at Barclays Experience December 2011 - August 2013
Job Independent Consultant
Industry Financial Services
Experience
Beautycounter  June 2015 - Present
Gap Inc.  August 2013 - July 2014
Wealth and Investment Management at Barclays   December 2011 - August 2013
Credit Suisse  July 2008 - December 2011
The Wedding Library  June 2006 - August 2008
Williams-Sonoma, Inc.   June 2003 - December 2006

Education
Hobart and William Smith Colleges   2003 — 2007
BA, Economics, Public Policy

Oak Knoll School   2000 — 2003

Sara Cetron Sara Cetron Greater New York City Area Details
Sara Cetron's Wealth and Investment Management at Barclays Experience May 2012 - September 2015
Job Vice President, Director of the Professional Alliance Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2015 - Present
Wealth and Investment Management at Barclays   May 2012 - September 2015
Wealth and Investment Management at Barclays   September 2008 - May 2012
Lehman Brothers  2004 - September 2008
New York Stock Exchange  2002 - 2004

Skills
AML, Alternative Investments, Asset Management, Capital Markets, Equities, FINRA, Fixed Income, Hedge Funds, KYC, Series 7, Securities, Series 24

Education
Indiana University - Kelley School of Business   1998 — 2002
BS, Finance

French Culinary Institute   2003 — 2004
Certificate in Pastry, Baking and Pastry Arts/Baker/Pastry Chef

Suzanne Gunther Suzanne Gunther New York, New York Details
Suzanne Gunther's Wealth and Investment Management at Barclays Experience June 2012 - August 2013
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi  January 2015 - Present
BNY Mellon  September 2013 - January 2015
Wealth and Investment Management at Barclays   June 2012 - August 2013
Barclays Capital  November 2010 - May 2012
Neuberger Berman  January 2009 - November 2010
Barclays Capital (formerly Lehman Brothers Inc.)   September 2008 - October 2008
Lehman Brothers Inc.  June 2006 - September 2008
PricewaterhouseCoopers  January 1999 - June 2006
Deloitte & Touche  May 1997 - January 1999

Education
Southwestern Law School   1993 — 1996
JD

Pepperdine University, The George L. Graziadio School of Business and Management   1992 — 1993
MBA, Finance

New York University - Leonard N. Stern School of Business   1988 — 1990
BS, Marketing, International Business

Vanderbilt University   1985 — 1988

The Masters School

Leila Forrence Leila Forrence New York, New York Details
Leila Forrence's Wealth and Investment Management at Barclays Experience January 2009 - June 2013
Job IR & Marketing Analyst at Apollo Global Management LLC
Industry Investment Management
Experience
Apollo Global Management LLC  July 2013 - Present
Wealth and Investment Management at Barclays   January 2009 - June 2013
Lehman Brothers  July 2008 - December 2008
Lehman Brothers  May 2007 - July 2007
Superfund Asset Management  March 2006 - October 2006

Education
Columbia University in the City of New York   2004 — 2008
Bachelor of Arts, Urban Studies

The Peddie School   2000 — 2004

Randy Grad Randy Grad Orange County, California Area Details
Randy Grad's Wealth and Investment Management at Barclays Experience August 2012 - June 2015
Job Charles River IMS expert
Industry Investment Management
Experience
Capital Group  March 2015 - Present
Villain Technology Partners   January 2011 - Present
Randy Jay Grad, LLC   2009 - Present
Wealth and Investment Management at Barclays   August 2012 - June 2015
Invesco US  October 2013 - March 2015
Deutsche Asset Management  October 2010 - August 2012
Goldman Sachs  March 2010 - October 2010
InSource Consulting  December 2009 - March 2010
IFST Professionals   April 2009 - December 2009
Compliance Science  January 2008 - March 2009

Skills
Equities, Business Analysis, Fixed Income, Investment Management, Trading, SDLC, Order Management, Bloomberg, Charles River IMS, Trading Systems, Integration, Business Requirements, Financial Services, Asset Management, Project Management, Business Intelligence, Financial Markets, SQL, Portfolio Management, Hedge Funds, Derivatives, Securities, Investments, Microsoft SQL Server, Requirements Gathering, Options, Electronic Trading, FX Options, Alternative Investments, Investment Banking, Mutual Funds, Oracle, Crystal Reports, Business Objects, Production Support, Autosys, Eagle PACE, Market Data, Capital Markets, Solution Architecture, Enterprise Architecture

Education
The University of Connecticut School of Business   1997 — 2001
BS, MIS

Manchester High

Patrick J. Delahunty Patrick J. Delahunty Greater Boston Area Details
Patrick J. Delahunty's Wealth and Investment Management at Barclays Experience June 2012 - June 2015
Job Managing Director at Merrill Lynch Private Bank Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Bank Investment Group   June 2015 - Present
Wealth and Investment Management at Barclays   June 2012 - June 2015
JP Morgan Private Bank  2007 - June 2012
J.P. Morgan   2007 - June 2012
Sanford C. Bernstein  2003 - 2007

Education
Bentley University   1990 — 1994
Economics & Finance

Avon Old Farms

Philip Goldfarb Philip Goldfarb Greater New York City Area Details
Philip Goldfarb's Wealth and Investment Management at Barclays Experience May 2012 - December 2012
Job Senior Trader at Richard Bernstein Advisors
Industry Investment Management
Experience
Richard Bernstein Advisors  August 2014 - Present
Charles River Development  October 2013 - August 2014
Barclays  December 2012 - April 2013
Wealth and Investment Management at Barclays   May 2012 - December 2012
Richard Bernstein Advisors LLC   May 2010 - November 2011
Goldman Sachs Asset Management  February 1997 - February 2009
The Bank of New York  November 1995 - February 1997

Skills
Bloomberg, Equity Trading, Trading Systems, Electronic Trading, Asset Management, Fixed Income, Global Equity Trading, Global Equity Program..., Charles River IMS, Algos & ATS, Soft $ Management, Operations, Project Management, Change Management, Order Management System..., FIX, Capital Markets, REITs, Real Estate Economics, Investment Banking, Portfolio Management, Hedge Funds, Options, Back Office, Derivatives, ETFs, Settlement, Prime Brokerage, Trading Strategies, Mutual Funds, Investment Management, Alternative Investments, Investments, Securities, Equity Capital Markets, Program Trading

Education
New York University   2007 — 2010
Master's, Real Estate Finance

Fordham Gabelli School of Business   1999 — 2003
MBA, Finance

State University of New York at Albany   1991 — 1995
BA

Ryan G Kenny, CFA Ryan G Kenny, CFA Boston, Massachusetts Details
Ryan G Kenny, CFA's Wealth and Investment Management at Barclays Experience May 2012 - December 2014
Job Portfolio Manager at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC  June 2015 - Present
Wealth and Investment Management at Barclays   May 2012 - December 2014
JP Morgan  May 2010 - May 2012
State Street Global Advisors  June 2008 - November 2008

Education
College of the Holy Cross   2004 — 2008
BA, Economics

Guy-Philippe Conille, MBA Guy-Philippe Conille, MBA Greater New York City Area Details
Guy-Philippe Conille, MBA's Wealth and Investment Management at Barclays Experience May 2012 - September 2014
Job Senior Associate
Industry Financial Services
Experience
Goldman Sachs  August 2015 - Present
J.P. Morgan   September 2014 - August 2015
Wealth and Investment Management at Barclays   May 2012 - September 2014
Barclays Wealth  September 2010 - May 2012
Advent Software  October 2008 - September 2010
Merrill Lynch Investment Managers  June 2006 - August 2007

Skills
Fixed Income, Investments, Equities, Analysis, Valuation, Securities, Account Reconciliation, Accounting, Financial Services, Strategic Financial..., Options, Management, Auditing, Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Bonds, Back Office, Middle Office, Corporate Actions, Equity Derivatives, User Acceptance Testing, Financial Advisory

Education
Hofstra University   2009 — 2011
MBA, Finance

University of Scranton   2004 — 2008
B.S., Double Major: Finance & Economics

Kellenberg Memorial HS   2000 — 2004
High School Diploma

Brian Woodward Brian Woodward Washington D.C. Metro Area Details
Brian Woodward's Wealth and Investment Management at Barclays Experience November 2011 - December 2012
Job Business Analyst at The Advisory Board Company
Industry Banking
Experience
The Advisory Board Company  July 2013 - Present
Wealth and Investment Management at Barclays   November 2011 - December 2012
Wealth and Investment Management at Barclays   June 2011 - November 2011
Catholic Family Center  January 2011 - March 2011
Heritage Christian Services  July 2010 - January 2011
First Investors Corporation  May 2009 - August 2009

Skills
Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Data Analysis, Strategic Planning, Analysis, Outlook, Data Entry, Internal Controls, Management, Process Improvement, Financial Risk

Education
University of Rochester   2006 — 2010
BA, Financial Economics

Jason Hutton Jason Hutton New York, New York Details
Jason Hutton's Wealth and Investment Management at Barclays Experience March 2010 - July 2015
Job Senior Vice President Wealth Management, Senior Financial Advisor, Senior Portfolio Manager | Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  July 2015 - Present
Wealth and Investment Management at Barclays   March 2010 - July 2015
UBS Financial Services  September 2008 - March 2010
Lehman Brothers  December 1996 - September 2008

Skills
Securities, Wealth Management, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Strategic Planning, Portfolio Management, Private Equity, Private Banking, Master Limited..., Asset Allocation, Investment Advisory, Financial Advisory, Private Clients, Family Office, Financial Modeling, Capital Markets, Asset Management, Investment Banking, Strategy, Valuation

Education
Princeton University   1992 — 1996
Bachelor of Arts (BA), Political Science

Princeton University   1992 — 1996

Natalie (Leopold) Kapnick Natalie (Leopold) Kapnick Chicago, Illinois Details
Natalie (Leopold) Kapnick's Wealth and Investment Management at Barclays Experience February 2012 - Present
Job Analyst at Wealth and Investment Management at Barclays
Industry Investment Banking
Experience
Wealth and Investment Management at Barclays   February 2012 - Present
Enova Financial  August 2011 - February 2012
Barclays Capital  June 2009 - July 2011
Lehman Brothers  May 2008 - August 2008
ATF Finance   May 2006 - August 2006

Education
University of Notre Dame - Mendoza College of Business   2005 — 2009
BBA, Finance

University of Notre Dame

Brett Scarborough Brett Scarborough Greater New York City Area Details
Brett Scarborough's Wealth and Investment Management at Barclays Experience February 2008 - June 2011
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   June 2011 - Present
Wealth and Investment Management at Barclays   February 2008 - June 2011
The Zutz Insurance Group   2002 - 2007

Skills
Prime Brokerage, Series 7, Global Custody, Fixed Income, Credit Derivatives, Securities Lending, Asset Based Lending

Education
University of Delaware - Lerner College of Business and Economics   2004 — 2006
Master of Business Administration (M.B.A.)

Lynchburg College

Sanford School Hockessin DE

Dawn Charmatz Dawn Charmatz Greater New York City Area Details
Dawn Charmatz's Wealth and Investment Management at Barclays Experience January 2006 - Present
Job Assisant Vice President at Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays   January 2006 - Present

Education
SUNY Oneonta   1993 — 1996
BS, Business

Matthew Kogelschatz Matthew Kogelschatz New York, New York Details
Matthew Kogelschatz's Wealth and Investment Management at Barclays Experience September 2008 - Present
Job Wealth and Investment Management at Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays   September 2008 - Present
Lehman Brothers  June 2008 - September 2008

Skills
Series 7, Series 66, Series 3, Series 63, Uniform Combined State...

Education
Dickinson College   2004 — 2008
Bachelor of Arts (B.A.), Economics

Paul Feidelson Paul Feidelson Greater New York City Area Details
Paul Feidelson's Wealth and Investment Management at Barclays Experience September 2008 - January 2010
Job Managing Director at Mizuho
Industry Capital Markets
Experience
Mizuho Securities USA Inc.  April 2015 - Present
Royal Bank of Scotland  January 2010 - April 2015
Wealth and Investment Management at Barclays   September 2008 - January 2010
Lehman Brothers  January 1993 - September 2008

Education
Fordham University - Graduate School of Business Administration   1991 — 1993
Master of Business Administration (M.B.A.)

Lehigh University   1985 — 1989
Bachelor of Arts (BA)

Dhruv Chopra Dhruv Chopra Rosemead, California Details
Dhruv Chopra's Wealth and Investment Management at Barclays Experience June 2011 - July 2011
Job Summer Intern at CEEW
Industry
Experience
Council on Energy, Environment and Water   June 2012 - August 2012
Wealth and Investment Management at Barclays   June 2011 - July 2011
Fitch Ratings  June 2010 - July 2010

Education
Claremont McKenna College   2009 — 2013

Dubai International Academy   2007 — 2009
International Baccalaureate