WisdomTree Asset Management
Industry: Fund management company
DescriptionWisdomTree Investments, Inc. is a New York-based exchange-traded fund and exchange-traded product sponsor and asset manager. WisdomTree launched its first ETFs in June 2006, and is currently the industry’s fifth largest ETF provider in the United States. AUM: Global $41.8 billion (July 24, 2018) CEO: Jonathan Steinberg Headquarters: United States of America Executive vice president: David J. Abner (Head Of Wisdomtree Europe),
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WisdomTree Asset Management Employees
WisdomTree Asset Management August 2015 - Present
WisdomTree Europe Ltd October 2014 - August 2015
BNY Mellon ETF Services August 2010 - October 2014
BNY Mellon Fund Services March 2006 - August 2010
Statestreet International November 2004 - March 2006
Statestreet July 2001 - November 2004
ABN AMRO Bank N.V. 2001 - 2004
Skills
Detail Driven, Analytical, Thorough, Account Reconciliation, Analytical Skills, ETFs, Financial Services, Fund Accounting, Investments, Management, Mutual Funds, Settlement, Trading, Bloomberg, Fixed Income, Asset Management, Equities
Education
Dublin Business School 2005 — 2006
Diploma in Investment Fund Services, Mutual Funds
Dublin City University 1995 — 1997
Accounting & Finance, Accounting
DSA Realty Services March 2014 - Present
WisdomTree Asset Management August 2013 - November 2013
WisdomTree Asset Management January 2011 - August 2013
WisdomTree Asset Management March 2010 - January 2011
WisdomTree Asset Management June 2009 - March 2010
Sportime of the Hamptons May 2004 - September 2008
Skills
Fixed Income, Bloomberg, Equities, Portfolio Management, Derivatives, Financial Markets, Investments, Investment Strategies, Mutual Funds, Trading, Financial Services, Bonds, ETFs, Alternative Investments, Series 63, Residential Homes, Real Estate, Apartments, Rental Real Estate, Buyer's Agent
Education
The New School 2008 — 2009
Master's, Global Finance
Stony Brook University 2004 — 2007
Bachelor's, Biology-Genetics
WisdomTree Asset Management July 2014 - Present
BNY Mellon January 2013 - July 2014
BNY Mellon August 2010 - January 2013
Iroquois Group January 2010 - May 2010
St. Bonaventure Scool of Business September 2009 - May 2010
Bona Responds September 2009 - May 2010
St. Bonaventure University September 2009 - May 2010
Cattaraugus Region Community Foundation September 2008 - January 2009
Skills
Event Planning, Marketing, Marketing Communications, Teamwork, New Business Development, Event Management, Public Relations, Outlook, Salesforce.com, Project Management, Nonprofits, Management, Sales, Editing, Marketing Research
Education
Saint Bonaventure University 2009 — 2010
MBA, Business Administration
Saint Bonaventure University 2005 — 2009
BBA, Management Sciences, Spanish
Colegio de Espana 2008 — 2008
Spanish grammar, culture and civilization
New York Life & MainStay Investments January 2014 - Present
New York Life/Mainstay Investments June 2011 - Present
Dawson James Securities January 2011 - April 2011
WisdomTree Asset Management May 2010 - August 2010
Skills
Salesforce.com, Leadership, Management, Sales, Finance, Selling, Analysis, Time Management, Bloomberg, Microsoft Excel, Derivatives, Credit, Teamwork, Series 63, Series 7
Education
Monmouth University 2008 — 2011
Bachelor of Science
WisdomTree Asset Management May 2015 - Present
Sabrient Systems May 2012 - October 2014
University of California February 2007 - March 2012
Washington Yacht Club September 2005 - June 2006
Tethers Unlimited, Inc June 2005 - June 2006
Skills
Matlab, R, SQL, Algorithms, Optimization, Statistics, Public Speaking, Simulations, Financial Modeling, Portfolio Management, Equities, Estimation, Distributed Systems, Control Theory, Differential Equations, Linux, C, Game Theory
Education
University of California, Santa Barbara 2006 — 2012
PhD, Electrical and Computer Engineering
University of California, Santa Barbara 2009 — 2011
Masters of Art, Economics
University of California, Santa Barbara 2006 — 2008
Masters of Science, Electrical and Computer Engineering
University of Washington 2002 — 2006
BS, Electrical Engineering
New Enterprise Associates August 2011 - Present
IIX July 2014 - Present
DreamFactory Software January 2015 - Present
Qatalyst Partners July 2009 - July 2011
Alcatel-Lucent July 2008 - August 2008
Lehman Brothers May 2008 - July 2008
WisdomTree Asset Management January 2008 - May 2008
Sandbox Innovations May 2007 - August 2007
University of Pennsylvania - Kod*lab May 2006 - August 2006
Skills
Venture Capital, Investments, Fundraising, M&A, Investment Banking, Due Diligence, Financial Modeling, Business Development, Strategic Partnerships, Market Sizing, Competitive Analysis, Cleantech, Mergers & Acquisitions, Asset Managment, Analytics, Corporate Development, Mergers, Enterprise Software, Valuation, Entrepreneurship, Start-ups, Network Infrastructure
Education
University of Pennsylvania 2005 — 2009
B.S. in Engineering
University of Pennsylvania - The Wharton School 2005 — 2009
B.S. in Economics
WisdomTree Asset Management August 2015 - Present
Ayco, a Goldman Sachs Company January 2015 - August 2015
Ayco, a Goldman Sachs Company June 2013 - December 2014
Ayco, a Goldman Sachs Company May 2012 - May 2013
Siena College September 2009 - May 2013
Ayco, a Goldman Sachs Company June 2010 - May 2012
Skills
Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Capital IQ, Finance, Marketing, Access, Spanish, Accounting, Analysis, Data Analysis, Financial Analysis, Time Management, Microsoft Office, Teamwork, Financial Reporting
Education
Siena College 2009 — 2013
B.S., Finance, Cum Laude
Universidad de Deusto 2011 — 2011
Brigham Young University 2014 - Present
Dell May 2015 - August 2015
Adobe January 2015 - April 2015
DreamIt Ventures 2014 - 2014
Experian Marketing Services 2012 - 2013
WisdomTree Asset Management 2011 - 2012
Asset Alliance 2010 - 2011
SogoTrade 2009 - 2010
CGI 2008 - 2008
CA Inc. 2007 - 2007
Skills
Excel, PowerPoint, Asset Management, Client Services, Account Management, Microsoft Excel, Financial Services, Marketing, Integrated Marketing, Investments, Finance, Hedge Funds, Management, Time Management, Financial Analysis, Email Marketing, Market Research, Leadership, Public Speaking, Data Analysis, Microsoft Office, Consulting, Strategy, Social Media, Customer Service, Project Management, Research
Education
Brigham Young University 2014 — 2016
Master of Business Administration (M.B.A.), Marketing & Strategy
State University of New York at Albany
Bachelor's Degree, Business Administration
WisdomTree Asset Management August 2011 - Present
Guggenheim Investments 2009 - 2011
Cavanal Hill Investment Management 2008 - 2009
Victory Capital Management 2006 - 2008
UBS Wealth Management 1998 - 2006
Skills
ETFs, Mutual Funds
Education
Florida Atlantic University
BBA, Marketing
University of Florida
WisdomTree Asset Management July 2011 - Present
Legg Mason May 2008 - June 2011
AXA Advisors August 2007 - May 2008
Skills
Mutual Funds, Asset Allocation, Fixed Income, Equities, Investments, Hedge Funds, Separately Managed..., Series 7, Series 63, ETFs, Alternative Investments, Series 6, Investment Strategies, Investment Advisory, Wealth Management, Securities, 401k, Retirement Planning, Retirement, Asset Managment, Uniform Combined State..., Financial Markets
Education
Johnson and Wales University 2005 — 2007
B.S., Financial Service Management
Saint Petersburg State University of Economics and Finance 2006 — 2006
Finance
State University of New York College at Oneonta 2003 — 2005
Business Economics
WisdomTree Asset Management May 2015 - Present
Brown Advisory November 2013 - January 2015
Morgan Stanley July 2013 - November 2013
Huntley Taverne September 2008 - December 2012
UBS Financial Services Inc June 2012 - August 2012
Fedway Associates June 2011 - August 2011
Gabriele Fitness and Performance September 2008 - May 2009
Education
Loyola University Maryland
Bachelor of Business Administration, Marketing
The Catholic University of America
JAM Paper & Envelope - www.jampaper.com February 2015 - Present
WisdomTree Asset Management May 2013 - August 2013
WisdomTree Asset Management June 2012 - August 2012
Phelps Construction Group November 2011 - May 2012
Hackensack Golf Club April 2007 - April 2012
Skills
Digital Marketing, Competitive Analysis, Mutual Funds, Investments, Bloomberg, Valuation, Economics, Financial Analysis, Social Media, Social Media Marketing, Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Marketing & Finance
NQ Global Index Group August 2015 - Present
WisdomTree Asset Management January 2015 - April 2015
T. Rowe Price September 2010 - January 2015
S&P Capital IQ October 2009 - September 2010
Investcorp International Inc. February 2005 - November 2008
Skills
SQL, VBA, Matlab, Fixed Income, Python, R, Bloomberg, POINT, Barclays Live, Capital IQ, Compustat, FactSet, ClariFI, Morningstar, Haver, MSRB, CMA Vision, Markit, Fincad, Monis, pertrec, Hedge Funds, Portfolio Management, JPMM, Financial Markets, Credit Derivatives, Asset Management, Mutual Funds, TBA, Interest Rate..., ETFs
Education
The University of Edinburgh 2003 — 2004
MSc. (Distinction), Financial Mathematics (jointly with Heriot-Watt University)
Brunel University 2002 — 2003
MSc, Investment and Finance
Shanghai Jiao Tong University 1992 — 1996
B.Eng, Economics
WisdomTree Asset Management October 2015 - Present
Inverness Counsel LLC December 2011 - September 2015
3i Infotech Framework Limited November 2010 - November 2011
Swiss Re April 2009 - October 2010
M.D. Sass April 2007 - March 2009
Navigant Consulting 2003 - 2007
Skills
SQL, SSRS, Access, Business Intelligence, Visual Studio, VBA, Access Database, Data Analysis, Equities, Business Analysis, Relational Databases, Microsoft SQL Server, Data Architecture, INData, Account Reconciliation, Databases, ETL, SSIS, Derivatives, SDLC, Data Mining, Microsoft Excel, Database Design, Integration, Financial Reporting, Process Engineering, Process Improvement, General Ledger, Analytics, Microsoft Access, OLAP, Ad Hoc Reporting, Process Automation, Automatic..., Report Writing, Bloomberg Terminal, HTML 5, CSS, HTML, Back Office, IT Operations, jQuery, OLTP, PHP, Python, T-SQL, Business Process..., Software Implementation, C#, .NET
Education
Lehigh University - College of Business and Economics 1999 — 2003
B.S., Finance
WisdomTree Asset Management September 2015 - Present
WisdomTree Asset Management April 2014 - September 2015
WisdomTree Asset Management January 2014 - April 2014
SUNY Oswego September 2011 - May 2013
Orange-Ulster BOCES June 2012 - June 2012
Lake Osiris Golf Club June 2010 - September 2011
RE/MAX Benchmark Realty April 2009 - September 2009
Skills
Analytic Problem Solving, People Skills, Computer Proficiency, Critical Thinking, Time Management, Microsoft Word, Highly motivated..., Microsoft Office, Facebook, Team-oriented, PowerPoint, Leadership, Public Speaking, Cpr Certified, Customer Service, Student Development, Research, Microsoft Excel, Salesforce.com
Education
SUNY Oswego 2010 — 2013
Bachelor's degree, Mathematics
Valley Central High School 2007 — 2010
HS Diploma
WisdomTree Asset Management June 2013 - Present
Brown Brothers Harriman July 2012 - June 2013
MFS Investment Management April 2008 - July 2012
WisdomTree Asset Management June 2007 - April 2008
State Street Global Advisors July 2005 - June 2007
Investors Bank & Trust March 2002 - June 2005
Skills
Mutual Funds, Investments, Equities, ETFs, Alternative Investments, Financial Services, Series 63, Securities, Relationship Management, Investment Strategies, Bloomberg, Series 6, Asset Management, Asset Managment, Financial Markets, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
Brandeis University
Master of Science (MS), Finance
Saint Anselm College 1998 — 2001
BA, Business Administration
Northeastern University 1996 — 1998
Business Administration
Coyle & Cassidy 1992 — 1996
WisdomTree Asset Management December 2010 - Present
Woodlawn Advisors March 2009 - September 2010
Group One Trading LP January 2007 - December 2008
GFI Group May 2006 - January 2007
AG Edwards January 2005 - December 2005
Skills
Equities, Investments, Bloomberg, Mutual Funds, Trading, ETFs, Options, Hedge Funds
Education
Monmouth University 2001 — 2005
BS Business Administration / Finance
WisdomTree Asset Management June 2010 - Present
WisdomTree Asset Management June 2007 - June 2010
Merrill Lynch May 2004 - May 2007
Wachovia Securities, LLC May 2003 - May 2004
Skills
Investments, Alternative Investments, Series 7, Finance, Asset Management, Mutual Funds, Equities, Portfolio Management, Hedge Funds, Fixed Income
Education
Quinnipiac University - School of Business
MBA
Quinnipiac University - School of Business 1999 — 2003
JPMorgan Chase & Co. March 2015 - Present
China Construction Bank May 2014 - January 2015
Goldman Sachs May 2013 - May 2014
UBS January 2013 - April 2013
Nomura September 2010 - October 2011
WisdomTree Asset Management December 2008 - September 2010
Bear Stearns Asset Management July 2006 - December 2008
Skills
FX Options, Capital Markets, Equities, Electronic Trading, Currency, Swaps, Investments, Equity Derivatives, Macroeconomics, Asset Management, ETFs, Global Macro, Fixed Income, Bloomberg, Portfolio Management, Hedge Funds, Alternative Investments, Series 7, Series 63, Series 3, FX, International Equities, Emerging Markets, Derivatives, Forwards, Commodities, Institutional Clients, Tactical Asset..., Research, Excel, Reuters, CRM software, Dodd-Frank, Institutional Sales, ISDA, Institutional..., FINRA, Commodity, Microsoft Excel
Education
University of North Florida - College of Business Administration
BA, Investments Finance & Financial Planning
PwC June 2015 - Present
PwC July 2014 - Present
WisdomTree Asset Management May 2013 - August 2013
Applied Materials June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, Project Management, Leadership, Sales
Education
Southern Methodist University 2011 — 2014
Bachelor of Science (BS), Economics with Financial Applications
WisdomTree Asset Management July 2014 - Present
Skills
Social Media Marketing, Microsoft Office, Event Planning, Microsoft Excel, Digital Media, Online Advertising, Research, Social Networking, Microsoft Word, Marketing Strategy, Cold Calling, Sales, Adobe Creative Suite, Public Speaking, Outlook, Publishing, Online Marketing, Newsletters, Salesforce.com, Investor Relations, Financial Modeling, Social Media, Marketing
Education
Loyola University New Orleans 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Boston College 2005 — 2006
Communications
Greenwich High School 2001 — 2005
HS Diploma, General Studies
WisdomTree Asset Management August 2012 - Present
Goldman Sachs March 2010 - August 2012
Applied Materials August 2004 - March 2010
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Series 7, Bonds, Series 63, Financial Markets, ETFs, Capital Markets, New Business Development, Corporate Treasury, 401k, Client Service, Treasury Management, Sales, Endowments, Foundations, Pensions, Defined Benefit, Defined Contribution, Family Office, Retirement Plans, MBA Finance
Education
Santa Clara University - Leavey School of Business
MBA, Finance
San Diego State University-California State University
BS, Finance
Turn 2014 - Present
DataXu 2012 - 2014
HourSpaces 2010 - 2012
WisdomTree Asset Management 2008 - 2010
Lehman Brothers 2000 - 2005
Skills
New Business Development, Sales Management, International Sales, Strategic Partnerships, Business Strategy, International Business, Technology Development, Social Media Marketing, Facebook, Twitter, Blogging, Spanish, Entrepreneurship, Start-ups, Adtech, RTB, Display Advertising, Digital Media, Media Buying, Digital Marketing, Online Advertising, Enterprise Technology..., Online Marketing, Mobile Marketing, Advertising, Analytics, Marketing, Venture Capital, Digital Strategy, Business Planning, SEM
Education
UCLA Anderson School of Management 2005 — 2007
MBA, Finance and Entrepreneurship
Universidad Austral, Buenos Aires 2006 — 2006
MBA, Business
Colgate University 1996 — 2000
BA, Economics
Loomis Chaffee 1992 — 1996
WisdomTree Asset Management June 2015 - Present
Mommsen Global Fund February 2014 - July 2014
Bank of China July 2011 - August 2011
Skills
Computer Science, Quantitative Finance, Data Analysis, SQL, Matlab, C++, Java, Python, Corporate Finance, Risk Management, Investment Banking, Equity Research, Big Data, Hadoop, Pricing Strategy, Trading
Education
New York University 2013 — 2015
Master of Science (MSc), Data Science
Anhui University of Finance and Economics 2009 — 2013
Bachelor of Commerce (B.Com.), Finance, General
WisdomTree Asset Management 2013 - Present
J.P. Morgan 2009 - 2012
Morgan Stanley 1996 - 2009
Skills
Swaps, FX, ETFs, Trading, Trading Systems, Risk Management, Series 7, Series 63, Series 24, International Trade, Series 3, Series 55, Equities, Equity Derivatives, Hedging, Hedge Funds, Arbitrage, Securities Lending
Education
The George Washington University
cum laude
AccuShares July 2014 - Present
WisdomTree Asset Management March 2010 - January 2013
Oppenheimer Company June 2007 - February 2010
Wellington 2006 - 2006
Skills
Portfolio Management, Asset Managment, Equities, Bloomberg, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Fixed Income, Series 7, Investments, Alternative Investments, Hedge Funds, Mutual Funds, Due Diligence, Equity Research, Asset Management, Securities, Capital Markets
Education
Northeastern University 2002 — 2007
WisdomTree Asset Management June 2008 - Present
MetLife SBR March 2006 - June 2008
ADP May 2003 - March 2006
Instinet/Island ECN April 2002 - May 2003
INSTINET/ISLAND ECN April 2002 - May 2003
The Island ECN 2002 - 2003
iCapital Markets June 1998 - April 2002
Smith Barney November 1994 - April 1996
Skills
Series 7, Mutual Funds, Fixed Income, ETFs, Investments, Currency, Financial Planning, Bloomberg, Equities, Asset Allocation, Trading, Asset Management, Capital Markets, Valuation, Series 24, Risk Management, Trading Systems, Asset Managment, Derivatives, Alternative Investments, Hedge Funds, Securities
Education
Texas A&M University 2006 — 2008
MBA, Finance
Monmouth University 1995 — 1998
BS, Accounting
WisdomTree Asset Management August 2014 - Present
WisdomTree Asset Management May 2011 - August 2014
Fidelity Investments June 2004 - May 2011
Skills
Series 7, Mutual Funds, ETFs, Retirement Planning, Asset Allocation, Securities, Financial Planning, Client Development, Wholesale Sales, Stock Market, Salesforce.com, Sales Process, Inside Sales, Consultative Selling
Education
Trinity College-Hartford 2000 — 2004
Trinity College-Rome Campus 2002 — 2002
Buckingham Browne & Nichols 1996 — 2000
WisdomTree Asset Management January 2015 - Present
San Angelo Colts, Rio Grande Valley Whitewings January 2014 - August 2014
Stacey and Bo Porter S.E.L.F Foundation 2013 - 2013
Positive Coaching Alliance 2012 - 2012
Winterhaven Loggerheads 2011 - 2011
Houston Parks Board/Yellowstone Academy/MVP Foundation 2008 - 2009
Skills
Research, Social Media Marketing, Data Analysis, Market Research, Marketing, Event Management, Baseball, Microsoft Office, Social Media, Training, Program Management, Effective Presentations, Communication, Collaboration, Teamwork, Team Leadership, Project Planning, Organization Skills, Promotions, Customer Relationships, Metrics, Reporting, Fundraising, Non-profit Leadership, Sponsorship, Prospecting Skills, Web Content, Social Media Content, Leadership, Tenacious Work Ethic, Event Logistics, Proposal Generation, Budget Projection, Budget Management, Video Editing, Sports Coaching
Education
Dickinson College 2008 — 2012
Bachelor of Arts (B.A.), International Business/ Concentration in Spanish and Economics
University of Malaga 2011 — 2011
Semester Study Abroad Program
Episcopal High School 2004 — 2008
WisdomTree Asset Management April 2015 - Present
Charles E Smith Jewish Day School May 2014 - August 2014
Skills
ETFs, Financial Analysis, Teamwork, Team Leadership, Microsoft Excel, Problem Solving, Marketing Communications, Financial Modeling, Valuation, Creative Problem Solving, Microsoft Word, PowerPoint, Research
Education
New York University 2014 — 2017
Bachelor's Degree, Business
OpenDoor 2014 — 2014
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
Indiana University - Kelley School of Business 2013 — 2014
Accounting and Finance
Charles E. Smith Jewish Day School 2009 — 2013
High School
WisdomTree Asset Management August 2014 - Present
Bank of America Merrill Lynch July 2012 - August 2014
Un Techo para mi País June 2010 - August 2010
Los Angeles Dodgers June 2009 - August 2009
Skills
Economics, Financial Modeling, Valuation, Investment Banking, Stata, Financial Analysis, Equities, Investments, Corporate Finance, Microsoft Excel
Education
Harvard University 2008 — 2012
AB, Government
WisdomTree Asset Management October 2013 - Present
iMentor September 2014 - Present
Goldman Sachs July 2011 - June 2013
BNY Mellon June 2010 - August 2010
Greenwich Associates June 2009 - August 2009
The Dickinsonian Newspaper Dickinson College September 2007 - May 2008
Skills
Financial Analysis, Finance, Investments, Portfolio Management, Institutional Sales, ETFs, Mutual Funds, Equities, Financial Modeling, Investment Management, Management, Fixed Income, Leadership, Public Speaking, Analysis, Securities, Series 7
Education
Dickinson College 2007 — 2011
Bachelor of Arts, International Business and Management
Hotchkiss 2003 — 2007
English Language and Literature, General
WisdomTree Asset Management June 2015 - Present
Sanford C. Bernstein September 2013 - March 2015
Dow Chemical December 2010 - September 2013
University of Connecticut Foundation March 2010 - December 2010
IBM Global Services July 2002 - July 2005
Skills
Asset Management, Bloomberg, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Management, Portfolio Management, Sales, Statistics, Strategy, Valuation
Education
The University of Connecticut School of Business 2005 — 2011
Ph.D, Business Administration
Beijing Institute of Technology 1998 — 2002
B.E, Electrical Engineering
WisdomTree Asset Management June 2015 - Present
UBS Financial Services Inc. February 2015 - June 2015
UBS Financial Services Inc. June 2013 - February 2015
Education
Marist College 2009 — 2013
Bachelor of Science (B.S.), International Business, 3.50
Xaverian High School 2005 — 2009
WisdomTree Asset Management July 2011 - Present
Morgan Stanley June 2010 - July 2011
FGI Risk Services 2009 - 2010
Skills
ETFs, Series 7, FINRA, Investments, Bloomberg, Asset Management, Indexing, Derivatives, Hedge Funds, Mutual Funds, Alternative Investments, Asset Allocation, Investment Strategies
Education
Fairfield University 2004 — 2008
Bachelor of Science, Dolan School of Business
EverythingBreezy.com March 2015 - Present
Landmark Ventures June 2015 - August 2015
Société Générale June 2014 - August 2014
WisdomTree Asset Management June 2013 - August 2013
FSO Onsite Outsourcing June 2012 - August 2012
Zio's Pizzeria and Grill January 2012 - August 2012
UBS July 2011 - August 2011
Skills
Sales, Public Speaking, Online Research, QlikView, Facebook, Business Networking, Human Resources, Interviews, Recruiting, Italian, Social Media, Technical Recruiting, Microsoft Word, Leadership, Social Networking, Market Research, PowerPoint, Microsoft Excel, Research, Negotiation, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance & Accounting, Sophomore
Syosset High School 2008 — 2012
WisdomTree Asset Management July 2015 - Present
WallachBeth Capital June 2014 - August 2014
TUDOR INVESTMENT CORPORATION June 2013 - August 2013
Broad Street Securities Group, LLC July 2012 - August 2012
DLB Securities May 2012 - July 2012
Ridgefield Capital May 2011 - August 2011
David Tinker Excavation LLC 2010 - 2010
Skills
Housing Construction, Options, Trading, Bloomberg, Valuation, Futures Trading, FX trading, Economics, Hedge Funds, Alternative Investments, Derivatives, Financial Markets, Equities, Equity Derivatives
Education
UNC Chapel Hill 2013 — 2015
Bachelor of Science (BS), Economics, Junior
East Carolina University - College of Arts and Sciences 2011 — 2013
Economics - Quantitative, Sophomore
Mana Contemporary July 2015 - Present
I Had Cancer February 2015 - Present
Porta November 2014 - Present
Rutgers Aresty Research Center for Undergraduates September 2013 - September 2014
WisdomTree Asset Management July 2014 - August 2014
Alfa Art Gallery September 2013 - January 2014
Two Boots May 2012 - January 2014
Hudson Pool Management May 2011 - August 2012
Skills
Art History, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Microsoft Office, Video Editing, Social Networking, Customer Service, Photography, Photoshop
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Art History
Dr. Ronald E. McNair Academic High School 2007 — 2011
WisdomTree Asset Management July 2015 - Present
WisdomTree Asset Management January 2015 - July 2015
WisdomTree Asset Management August 2013 - January 2015
Hennion & Walsh June 2010 - August 2013
Skills
Series 7, Series 63, Equities, Salesforce.com, Asset Management, ETFs
Education
Gettysburg College 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
Randolph High School 2002 — 2006
Retools, INC June 2013 - Present
California Closets June 2012 - May 2013
NASDAQ OMX 2012 - 2012
WisdomTree Asset Management 2010 - 2012
Merrill Lynch 2007 - 2009
College Pro 2004 - 2007
Skills
Sales, Investments, Equities, Mutual Funds, Fixed Income, Investment Strategies, Wealth Management, Securities, ETFs, Financial Advisory, Finance, Series 7, Insurance, Salesforce.com, Strategic Financial..., Series 63, Asset Management, Asset Allocation, Portfolio Management, Separately Managed...
Education
Boston University 2003 — 2007
B.A., Communication, Economics
Robert E. Fitch Senior High School 1999 — 2003
WisdomTree Asset Management January 2007 - Present
SEI Investments November 1999 - December 2006
Tenet Healthcare November 1998 - November 1999
Skills
ETFs, Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Wealth Management, Investment Advisory, Series 24, Investments, Securities, Hedge Funds
Education
Delaware Valley University 1993 — 1998
Bachelor of Science (B.S.)
Archbishop Wood HS 1989 — 1993
WisdomTree Asset Management January 2014 - Present
Skills
CRM, Business Planning, Series 7, Mutual Funds, Series 63, Sales, Alternative Investments, ETFs, Investments, Asset Allocation, Securities, Equities, Asset Managment, Marketing, Hedge Funds
Education
Pace University - Lubin School of Business 2007 — 2010
M.B.A, Financial & Investment Management
Syracuse University - Maxwell School 2000 — 2004
Bachelor of Arts, Political Science and Communications
Syracuse University 2000 — 2004
BA, Political Science & Communications
WisdomTree Asset Management April 2012 - Present
BlackRock February 2009 - September 2010
Morgan Stanley Investment Management December 2004 - February 2009
Morgan Stanley Investment Management August 2002 - December 2004
Morgan Stanley Investment Management June 2000 - August 2002
Skills
Sales Management, Siebel, Sales, Investments, Series 7, Mutual Funds, Series 63, Alternative Investments, Salesforce.com, Asset Management, Relationship Management, CRM, Asset Allocation, Hedge Funds
Education
New York University 2010 — 2012
Masters, Real Estate Development
Marist College
BS, Business Administration
William Floyd High School
WisdomTree Asset Management October 2010 - Present
WisdomTree Asset Management February 2009 - October 2010
WisdomTree Asset Management June 2008 - February 2009
Bank of New York Mellon January 2007 - June 2008
Markit February 2006 - December 2006
Bank of America October 2003 - February 2005
Putnam Investments September 2002 - September 2003
Skills
Asset Allocation, Portfolio Management, ETFs, Series 7, Alternative Investments, Mutual Funds, Financial Advisory, Investment Strategies, Wealth Management, Securities, Equities, Fixed Income, Managing Accounts, Asset Managment, Financial Markets
Education
Union College 1997 — 2001
BA, Political Science
Scarsdale High School 1993 — 1997
High School Diploma, General Studies
The University of Chicago - Booth School of Business
WisdomTree Asset Management June 2011 - Present
WisdomTree Asset Management May 2007 - June 2011
Putnam Investments April 1998 - May 2007
Putnam Investments 1998 - 2007
Skills
Series 24, Series 7, Series 63, Investments, Separately Managed..., ETFs, Mutual Funds, Asset Allocation, Alternative Investments, Series 6, Investment Strategies, FINRA, Wealth Management, 401k, Investment Advisory, Securities, Retirement, Asset Management
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science
WisdomTree Asset Management June 2014 - Present
New York University September 2013 - May 2014
International Securities Exchange Holdings, Inc. (ISE Holdings) July 2013 - May 2014
Lloyds Banking Group January 2013 - May 2013
The Guardian Life Insurance Company of America June 2011 - August 2012
Skills
ETFs, Fixed Income, Research, Emerging Markets, Asset Management, Currency, Asset Allocation, Index Funds, Options, Swaps, Risk Management, VBA, Bloomberg, R, Microsoft Office
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Bachelor of Science, Accounting and Finance
City University of New York-Baruch College 2010 — 2011
Finance & Investments
Brooklyn Technical High School 2006 — 2010
High School Diploma, Architectural Design
WisdomTree Asset Management September 2011 - Present
TransMarket Group, L.L.C. June 2008 - August 2011
University of Rochester 2004 - 2008
Manning and Napier Advisors June 2007 - August 2007
Morgan Stanley Smith Barney June 2006 - August 2006
Skills
Fixed Income, Trading, Economics, Mathematics, Rates, Bloomberg, VBA, Financial Modeling, Derivatives, Financial Analysis, Capital Markets, Excel, Investments, Portfolio Management, Asset Management, Securities, Statistics, FX, Trading Systems, Microsoft Office, Bonds, Financial Markets, Research, Series 7, Emerging Markets, ETFs
Education
Brighton High School
University of Rochester
BA, Mathematics, Economics
ICAP May 2011 - Present
WisdomTree Asset Management December 2010 - May 2011
Morgan Stanley August 2009 - December 2010
Skills
Series 7, FINRA, Equity Derivatives, Series 63, Uniform Combined State..., Portfolio Management, Equities, Financial Analysis, Securities, Strategic Financial..., Series 66, Series 55, Bloomberg, Series 3, Derivatives, Fixed Income, Hedge Funds
Education
Salve Regina University
Business Admin & Finance
Southern California Edison December 2012 - Present
California State Assembly September 2011 - December 2012
California State Assembly October 2010 - September 2011
Compass Education Group January 2008 - July 2010
California State Assembly February 2010 - June 2010
WisdomTree Asset Management September 2007 - January 2008
Poten & Partners June 2006 - August 2006
Skills
Policy Analysis, Public Policy, Legislative Relations, Legislation, Political Campaigns, Creative Writing, Mediation, Negotiation, Organization, Interpersonal..., Government, Nonprofits, Politics, Public Speaking, Public Relations, Community Development, Policy, Community Outreach, Legislative Research, Public Affairs, Strategic Communications, Energy Policy, Political Consulting, Grassroots Organizing, State Government, Environmental Policy, Economic Development
Education
Assembly Fellowship, Center for California Studies
University of California, Davis
BA, Economics, Writing, Latin American and Hemispheric Studies
Miramonte High School
WisdomTree Asset Management September 2015 - Present
Prime Young Jae Kyo Yuk October 2014 - March 2015
WisdomTree Asset Management May 2014 - August 2014
Mercer Investments June 2013 - August 2013
The Italian Academy at Columbia University January 2013 - May 2013
Interact Inc May 2006 - July 2012
John Werner Kluge Family Estate December 2009 - September 2010
Skills
Retirement Plan..., Business Networking, Research, Investments, PowerPoint, Defined Contribution, Microsoft Excel, Microsoft Office, Data Analysis, Consulting, Event Planning, 401k, Institutional..., Financial Modeling
Education
Columbia University in the City of New York 2012 — 2014
Economics, Economics
Florida State University 2011 — 2012
Economics and Mathematics
WisdomTree Asset Management May 2013 - Present
WisdomTree Asset Management July 2011 - May 2013
WallachBeth Capital January 2010 - July 2011
Education
Syracuse University 2004 — 2008
Political Science
PIMCO May 2011 - Present
UBS AG November 2009 - September 2011
WisdomTree Asset Management June 2008 - July 2009
Morgan Stanley September 2003 - February 2008
Skills
Fixed Income, Equities, Trading, Bonds, Securities, Investment Banking, Hedging, Structured Products, Financial Advisory, Series 7, Proprietary Trading, Credit, Commodity, Derivatives, Mutual Funds, Series 63, Financial Modeling, ETFs, Asset Allocation, Investment Management, Finance, Currency, High Yield, Bloomberg, Alternative Investments, FINRA, Asset Management, Capital Markets, Hedge Funds, Options, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Economics/Finance/Strategy
SDA Bocconi 2013 — 2013
Salisbury University - Perdue School of Business 1999 — 2003
B.S. - Finance, B.A. - Economics
London Metropolitan University 2002 — 2002
Champion Services 2015 - Present
Goldman Sachs June 2010 - 2015
Goldman Sachs June 2008 - June 2010
WisdomTree Asset Management January 2007 - August 2007
Wharton Entrepreneurial Programs September 2006 - June 2007
Bear, Stearns & Co. Inc. May 2006 - August 2006
Skills
Excel, Financial Modeling, Microsoft Office, Equities, Word, Programming
Education
The Wharton School (University of Pennsylvania) 2004 — 2008
B.S. in Economics, Operations and Information Management
University of Pennsylvania - School of Engineering and Applied Science 2004 — 2008
B.S. in Engineering, Systems Science and Engineering
The Wheatley School 2000 — 2004
WisdomTree Asset Management August 2010 - Present
NYFIX, Inc. May 2008 - November 2009
NYFIX, Inc. December 2005 - May 2008
Indian Point II October 2000 - July 2001
Beth Israel Deaconess Medical Center, Boston November 1999 - July 2000
Education
Touro College Jacob D. Fuchsberg Law Center 2002 — 2005
JD
University of Rhode Island 1995 — 1999
BS, Business Management
University of Rhode Island - College of Business Administration 1995 — 1999
WisdomTree Asset Management November 2014 - Present
American Express May 2014 - November 2014
Windhaven Investment Management February 2012 - February 2014
Morgan Stanley January 2011 - February 2012
The World Bank May 2009 - December 2010
Columbia University September 2009 - December 2009
Sapient July 2006 - May 2008
Skills
Investment Strategies, Asset Allocation, Equities, Global Macro, Derivatives, ETFs, Fixed Income, Options, Investments, Portfolio Management, Structured Products, Quantitative Analytics, Commodity, Private Equity, Hedging, Securities, Financial Risk
Education
Columbia University in the City of New York 2008 — 2009
MS, Financial Engineering
Indian Institute of Technology (Banaras Hindu University), Varanasi 2002 — 2006
B. Tech., Engineering
WisdomTree Asset Management January 2014 - Present
WisdomTree Asset Management November 2010 - December 2013
Lord Abbett June 2006 - November 2010
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Quantitative Finance, Economics, Accounting
Colgate University 2002 — 2006
Bachelor's, Economics
Simsbury High School 1998 — 2002
High School Diploma
The Cambridge Strategy April 2013 - Present
Evercore Partners September 2011 - April 2013
WisdomTree Asset Management January 2007 - August 2011
Skills
ETFs, Alternative Investments, Asset Allocation, Separately Managed..., Series 7, Series 63, Hedge Funds, Mutual Funds, Investment Strategies, Equities, Asset Management, Securities, Investment Advisory, Fixed Income, Investments, Portfolio Management, Investment Management, Bonds
Education
Belmont Hill school
Muhlenberg College
WisdomTree Asset Management March 2013 - Present
Allianz Global Investors January 2008 - February 2013
UBS Wealth Management August 2006 - January 2008
AllianceBernstein April 2003 - August 2006
Lehman Brothers July 2001 - March 2003
Morgan Stanley September 1998 - May 2001
Skills
Series 7, Series 24, FINRA, Investment Advisers Act, Asset Managment, Financial Services, Securities, Investments, Mutual Funds, Equities, Fixed Income
Education
Seton Hall University
WisdomTree Asset Management October 2008 - Present
Sirius XM Radio Inc. February 2014 - Present
WisdomTree Asset Management February 2007 - October 2008
WisdomTree Asset Management May 2005 - February 2007
Skills
Asset Allocation, ETFs, Investment Strategies, Alternative Investments, Hedge Funds, Derivatives, Investments, Bloomberg, Currency, Equities, Series 7, Trading, Fixed Income, Trading Systems, Investment Management, Equity Research, Asset Managment, Indexing, Commodity, Financial Markets, Mutual Funds, Securities, Investment Banking, Emerging Markets, Capital Markets, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science (BS, Economics
Merrill Lynch March 2013 - Present
New York Life Insurance Company February 2010 - July 2012
WisdomTree Asset Management August 2007 - January 2009
OppenheimerFunds May 2005 - April 2007
Legg Mason June 1999 - January 2005
Education
University of Maryland Baltimore County
B.A., History
J.P. Morgan August 2014 - Present
Sanford C. Bernstein January 2010 - Present
WisdomTree Asset Management February 2008 - September 2008
Skills
Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, R, Portfolio Management, Financial Modeling, FactSet, Capital IQ, Compustat Data, C, C++ Programing, Matlab, Mathematica, Stata, Eviews, VBA, Equity Research, MATLAB
Education
Columbia University in the City of New York 2009 — 2009
Master's degree, Statistics
University of Pennsylvania 2006 — 2007
Master's degree, Economics
University of Toronto 2002 — 2006
Bachelor's degree, Computer Science
WisdomTree Asset Management May 2006 - Present
ProFund Advisors LLC March 2004 - May 2006
Calvert September 1998 - March 2004
Skills
Investments, Series 7, Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Series 63, Wealth Management, Securities, Investment Strategies
Education
University of Maryland College Park
BS- Economics, Economics
Candlewoood Partners LLC November 2007 - Present
WisdomTree Asset Management November 2004 - November 2007
Wisdomtree Investments, Inc. 2004 - 2007
Education
University of Bridgeport 1974 — 1976
MBA, accounting
Marietta College 1970 — 1974
BA, business/ polital science
Siguler Guff & Company March 2014 - Present
Siguler Guff & Company May 2011 - March 2014
WisdomTree Asset Management February 2010 - May 2011
WisdomTree Asset Management July 2007 - February 2010
Fidelity Investments November 2003 - July 2007
Education
Gettysburg College 1999 — 2003
BA Economics, Economics
WisdomTree Asset Management 2010 - Present
Olympia Capital Markets Group 2009 - 2010
Cygnus Atratus, LLC 2007 - 2008
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
Finance
University of Notre Dame 2003 — 2007
Finance, Finance, accounting, economics, statistics
Chaminade High School 1999 — 2003
WisdomTree Asset Management January 2007 - Present
RBC Dain Rauscher July 2004 - October 2005
Banc One Capital Markets July 2002 - July 2003
ETF Advisors June 2002 - June 2003
Nuveen Investments 1995 - 2002
FEDERAL RESERVE BANK OF ATLANTA, 1992 - 1993
MERRILL LYNCH & CO. 1991 - 1992
Skills
ETFs, Fixed Income, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Series 7, Investment Strategies, Bloomberg, Bonds, Portfolio Management, Investments, Investment Banking, Currency, Investment Management, Financial Markets, Capital Markets, Emerging Markets, Financial Structuring, Financial Advisory, FX Options, Swaps, Economics
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance and Economics
Indiana University Bloomington 1993 — 1995
MBA, Economics and Investments
Emory University 1987 — 1991
BA, Economics and History
3D Asset Management June 2012 - Present
WisdomTree Asset Management September 2007 - June 2012
BISYS 2005 - 2007
GoldK 2000 - 2005
Doeren Mayhew 1998 - 2000
Skills
Series 7, Alternative Investments, ETFs, Asset Allocation, Investment Advisory, Asset Managment, Financial Services, Asset Management, 401k, Retirement Planning, Mutual Funds, Retirement, Investments, Series 63, 403b, ETF's, 3(38)
Education
University of Rhode Island - College of Business Administration 1990 — 1994
BS, Finance & Economics
Joseph A Foran High School
WisdomTree Asset Management November 2013 - Present
MFS Investment Management July 2011 - November 2013
State Street April 2010 - July 2011
MFS Investment Management 2009 - April 2010
Mellon Financial 2007 - 2007
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Fund Accounting, Mutual Funds, Alternative Investments, Hedge Funds, Investments, Equities, Financial Reporting
Education
Northeastern University 2004 — 2009
Finance and Management
Pi Kappa Alpha
ClearBridge Investments July 2014 - Present
Fred Alger Management January 2013 - June 2014
Fred Alger Management May 2008 - December 2012
WisdomTree Asset Management October 2005 - May 2008
Investment Management Solutions, Ltd September 2001 - October 2005
Pilgrim Baxter & Associates 1986 - 2001
Skills
Equities, Asset Management, Investment Management, Investment Strategies, Strategic Planning
Education
St. Joseph's University 1998 — 2000
Graduate work, Finance
Rosemont College 1984 — 1987
BS, Management
WisdomTree Asset Management July 2008 - Present
Skills
Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Equities, Asset Management, Investments, Derivatives, ETFs, Valuation, Fund Accounting, Bonds, Swaps
Education
Temple University - Fox School of Business and Management 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
WisdomTree Asset Management November 2010 - Present
TransMarket Group, LLC 2007 - 2010
Skills
Fixed Income, Investments, Trading, Financial Modeling, Equities, Bloomberg, Hedge Funds, Valuation, Capital Markets, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BSc, Economics- Finance
Medivo September 2014 - Present
WisdomTree Asset Management August 2013 - May 2014
Magnet Media April 2012 - August 2013
Fresh Digital Group September 2011 - February 2012
Stony Brook University September 2010 - December 2010
Cintas 2010 - 2010
Skills
Digital Marketing, Social Media, Mobile Marketing, Market Research, Analytics, Content Strategy, Content Marketing, Sales, Business Development, Salesforce.com, Social Media Marketing, Digital Media, Social Networking, Digital Strategy, Lead Generation, Marketing, Mobile Devices, Online Marketing, Email Marketing, Management, Google Analytics, Facebook, Google Adwords, E-commerce
Education
Stony Brook University 2007 — 2010
Bachelor of Arts Degree
WisdomTree Asset Management February 2015 - May 2015
Latium Capital a Division of GFI Securities LLC June 2011 - February 2015
GFI Group Inc. October 2010 - June 2011
Skills
Investments, Microsoft Office, Microsoft Excel, Derivatives, PowerPoint, Sales, Equities, Microsoft Word, Trading Operations, FutureSource, Salesforce.com, Customer Service, Account Management
Education
Gettysburg College 2005 — 2009
Bachelor of Arts, Business Management
WisdomTree Asset Management May 2015 - Present
OppenheimerFunds July 2006 - April 2015
Weil Gotshal and Manges August 2005 - July 2006
Birinyi Associates, Inc. June 2004 - August 2004
Skills
Legal Research, Social Media, Editing, Public Speaking, Investment Advisers Act, Financial Services, Fixed Income, Asset Management, Management, Private Equity, Mutual Funds, Research, Leadership, Marketing
Education
Scripps College
B.A., History
WisdomTree Asset Management August 2015 - Present
HSBC Securities March 2014 - August 2015
E*TRADE Financial January 2013 - March 2014
Merrill Edge/Bank of America Corporation May 2011 - January 2013
A.N. Deringer, Inc. December 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Investments, Microsoft Word, PowerPoint, Customer Service, Series 7, Outlook
Education
Arcadia University
Bachelor of Arts, Business Administration
WisdomTree Asset Management January 2012 - Present
Legg Mason June 2005 - July 2011
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Accounting
Tiffany & Company February 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. December 2014 - February 2015
Conde Nast June 2014 - November 2014
Disney Interactive December 2013 - June 2014
Pfizer July 2013 - September 2013
WisdomTree Asset Management June 2012 - July 2013
JUICE Pharma Worldwide March 2011 - June 2012
JUICE Pharma Worldwide June 2008 - March 2011
Education
Smith College
Bachelor of Arts (B.A.), Sociology
WisdomTree Asset Management July 2015 - Present
WisdomTree Asset Management February 2013 - July 2015
TD Ameritrade November 2012 - February 2013
Wells Fargo Advisors March 2010 - November 2012
TIAA-CREF November 2009 - March 2010
Evergreen Investments May 2006 - November 2009
Skills
Chartered Financial..., Series 7, Series 63, Financial Advisory, Investments, Stock Research, Fixed Income, Equity Research, Fixed Income Analysis, Equity Research Analysis, Investment Theory, Investment Valuation, Economics, Investment Selection, Research, Finance, Retirement Planning, Financial Markets, Portfolio Management
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (BA), Economics and Philosophy
WisdomTree Asset Management January 2015 - Present
Investec Asset Management November 2013 - January 2015
Education
Fairfield University 2010 — 2013
Bachelor's Degree, Psychology, 3.91
GFA