Top Portfolio Administrators in Greater New York City Area
Jodi Heitner
High-Level Compliance Officer & Consultant
Greater New York City Area
High-Level Compliance Officer & Consultant
Interim Chief Compliance & Operating Officer during Firm-Wide FINRA Audit
Chief Compliance Officer, AML, Credit and Risk Department – Temporary Point Person during merger
Interim Chief Compliance Officer, Vice President of Market Affairs Consulting and Oversight.
Chief Compliance Officer, AML Officer, Supervisory Analyst, Member of Operating Management Teams
Chief Compliance Officer, AML Officer, Operations Manager, Member of Multiple Committees
Chief Compliance Officer, AML Officer, OATS Principal & Operations Manager
Senior Vice President Brokerage Operations and Chief Compliance Officer
Chief Compliance Officer
Financial Planning Associate
Trader
Stock Options Specialist
Assistant Portfolio Administrator
Pascack Valley High School
University of Maryland & St. Peter's College
University of Maryland College Park
Recommendations: 11
Compliance
Trade Compliance
Compliance Testing
Investment Banking
Research
FINRA
AML
Trading Operations
w****[email protected]
Jacek Rolnik
Platform Director
Greater New York City Area
Platform Director
Senior Manager, Customer Success
Director of Client Services
Business Relationship Manager
Senior Account Executive
Business Relationship Manager
National Account Manager
Portfolio Administrator / Relationship Manager
Suffolk University - Sawyer School of Management
Susquehanna University
IES -Institute for European Studies
Recommendations: 9
Strategic Partnerships
SaaS
Salesforce.com
CRM
E-commerce
Business Development
Web Applications
Management
j****[email protected]
j****[email protected]
Robert CFA
Product Manager | Director - ITG Analytics - Fair Value Service for Mutual Fund Valuation
Greater New York City Area
Product Manager | Director - ITG Analytics - Fair Value Service for Mutual Fund Valuation
Client Services Analyst - ITG Analytics - Portfolio Fair Value Service for Mutual Fund Valuation
Sr. Portfolio Administrator
Product Manager, Analytics - Fair Value Service and ETF Valuation (eNAV)
Electrical Engineer
Boston University
Catholic Memorial
Recommendations: 7
Analytics
Equities
Product Management
Trading
Valuation
Trading Systems
SQL
Data Analysis
Joe Ely
VP-Strategic Business Development
Greater New York City Area
VP-Strategic Business Development
General Manager
Branch Manager
President and Chief Compliance Officer
Branch Manager
Portfolio Administrator
College of Saint Rose
Recommendations: 4
Equity Trading
Trading Systems
Electronic Trading
Equities
Options
Trading
Financial Markets
Hedge Funds
Renee Jarvis
Director, Sacred Arts and Ministry Projects
Greater New York City Area
Director, Sacred Arts and Ministry Projects
Portfolio Administrator
Assistant Vice President
University at Albany, SUNY
Recommendations: 4
Hedge Funds
Finance
Risk Management
Trading
Bloomberg
Marketing
Event Planning
Editing
r****[email protected]
Mary Killian
Vice President, Global Equity Research Analyst - Consumer
Greater New York City Area
Vice President, Global Equity Research Analyst - Consumer
Equity Research Analyst - Consumer
Portfolio Administrator
Rutgers University - Newark
Rowan University
Ocean County College
Recommendations: 2
Equities
Equity Research
Asset Managment
Investments
Bloomberg
Financial Modeling
Valuation
Capital Markets
m****[email protected]
michele basilici
Vice President and Senior Portfolio Manager
Greater New York City Area
Vice President and Senior Portfolio Manager
Business Development Officer
Vice President and Portfolio Manager
Assistant Vice President and Portfolio Manager
Institutional Portfolio Administrator
Assistant Portfolio Manager
Paralegal
Fairleigh Dickinson University
Fairleigh Dickinson University
Rutgers University's Douglass College
Recommendations: 2
Investment Advisory
Business Relationship Management
Compliance
New Business Development
Qualitative Research
Wealth Management
Institutional Investors
Trust Management
m****[email protected]
Eduard Levin
consultant
Greater New York City Area
consultant
Director
Business Analyst
Cost Basis Accounting
Implementation and Integration Analyst
Derivative Operations Analyst (Consultant)
Collateral Management Specialist (Consultant)
Trade Support Consultant
Mutual Fund Consultant (Breakpoint project)
Pension Fund Consultant
UIT Portfolio Administrator
Pace University
Recommendations: 2
Cost Basis Reporting
Trade Corrections
Derivatives
Fixed Income
Equities
Securities
Hedge Funds
Trading
e****[email protected]
Nadia Calvert
Portfolio Administrator
Greater New York City Area
Portfolio Administrator
Inside Sales
City University of New York - York College
Recommendations: 2
Bloomberg
Microsoft Excel
Accounting
Microsoft Office
Accounts Payable
PowerPoint
Microsoft Word
n****[email protected]
Kenneth Smith
Cost Consultant
Greater New York City Area
Cost Consultant
Associate Project Manager
Portfolio Administrator
Summer Intern
New York University
SUNY Oneonta
Recommendations: 1
Account Reconciliation
Equities
Mutual Funds
Microsoft Excel
Outlook
Microsoft Word
PowerPoint
Fixed Income
k****[email protected]
s****[email protected]
Charlotte Katz-Platt
Lease Administrator
Greater New York City Area
Lease Administrator
Lease Administrator
Real Estate Auditor - Consultant
Senior Real Estate Auditor
Lease Administrator
Sr. Portfolio Administrator
Real Estate Coordinator
City University of New York-John Jay College of Criminal Justice
Recommendations: 1
Lease Administration
Accounts Payable
Forecasting
Real Estate
Leases
Retail
Budget Estimating
Real Estate Development
c****[email protected]
Christopher Vogt
Assistant Brand Manager
Greater New York City Area
Assistant Brand Manager
Marketing Consultant
Marketing Consultant
Tepper MBA Class of 2014
New Product Innovations Marketing Intern
Trading Assistant for Porfolio Trading Desk
Portfolio Administrator and Trade Support
Carnegie Mellon University - Tepper School of Business
New York University
Fordham
Fordham
Recommendations: 1
Fixed Income
Portfolio Management
Bloomberg
Bonds
Trading
Derivatives
Asset Managment
Investments
c****[email protected]
Denise R. Fairley
HRIS Operations Analyst - NYC Transit Authority - Temp
Greater New York City Area
HRIS Operations Analyst - NYC Transit Authority - Temp
Office Support - Volunteer
Fixed Income Trading Assistant - Consultant
Associate - Fixed Income Operations - Trading Assistant
Fund Accountant Associate - Temp
Vice President - Senior Fixed Income Trading Assistant
Fixed Income Portfolio Administrator
Officer - Middle Office Operations - Structured Products - MBS Trading Assistant
Associate - Fixed Income Trading Assistant / Portfolio Administrator
Associate - Fixed Income Portfolio Administrator
Associate Director - Senior Fixed Income Trading Assistant
Supervisor - Back Office Operations
American Institute of Banking
Queensborough Community College
Recommendations: 1
Bloomberg Terminal
Open Bloomberg
Bloomberg Trading System
BLOT
Bloomberg Portfolio Trading System
Rumba
CORE/MBS
Compass
d****[email protected]
d****[email protected]
Jeff Falkowitz
Senior Account Consultant
Greater New York City Area
Senior Account Consultant
Senior Analyst
Open SMA Trader
Wrap Account Manager/Senior Portfolio Specialist
Portfolio Administrator
Senior Specialist - Equity & Fixed Income Trade Support for MLIM
Assistant Project Manager
Conversion Analyst
Financial Admin
Fairleigh Dickinson University-Florham Campus
Recommendations: 1
Bloomberg
Mutual Funds
Securities
Equity Research
Investments
Vestmark
CheckFree APL
Advent
j****[email protected]
Corey Kiser
Portfolio Administrator
Greater New York City Area
Portfolio Administrator
Investment Support Analyst
Fund Financial Associate
Battelle Finance Intern
State University of New York at Stony Brook
Recommendations: 0
Microsoft Excel
Financial Analysis
Data Analysis
PowerPoint
Microsoft Office
Access
Teamwork
Analysis
c****[email protected]
Alexander Mak
Proprietary Trader
Greater New York City Area
Proprietary Trader
Analyst
Portfolio Administrator
Proprietary Trader
San Diego State University-California State University
CFA Institute
Recommendations: 0
Investments
Asset Management
Asset Allocation
Financial Analysis
Investment Advisory
Investment Strategies
Financial Planning
Financial Reporting
s****[email protected]
Curtis Triece
Associate
Greater New York City Area
Associate
Analyst
Portfolio Administrator
Rutgers Graduate Business School
Boston University
Recommendations: 0
Investments
Equities
Mutual Funds
Finance
Portfolio Management
Financial Services
Analysis
Bloomberg
c****[email protected]
Patti Conforti
Head of Non-Agency RMBS Pricing
Greater New York City Area
Head of Non-Agency RMBS Pricing
Senior ABS/RMBS Evaluator
Fixed Income Product Specialist
Senior Fixed Income Portfolio Administrator
Mutual Funds Operations
Mutual Funds Accounting
Hofstra University
Recommendations: 0
Valuation
RMBS
Structured Products
ABS
Capital Markets
Fixed Income
p****[email protected]
Jacqueline Eglevsky
Portfolio Administrator
Greater New York City Area
Portfolio Administrator
Portfolio Assistant
Hofstra University
Long Island University, C.W. Post Campus
State University of New York College at Cortland
Recommendations: 0
Portfolio Management
Asset Management
Fixed Income
Investments
Equities
j****[email protected]
Eugene Didenko
Director of Finance and Operations (Part Time)
Greater New York City Area
Director of Finance and Operations (Part Time)
Independent Consultant/Senior Partner
CFO/Controller
Controller
CDS Broker
Associate/Hedge Fund Administrator
Sr. Portfolio Administrator
Private Client Custody Services Representative
Fordham University Graduate School of Business
Fordham University
Recommendations: 0
Controllership / Accounting
Fundraising Assistance / Investor Due Diligence
Internal Controls
Corporate Tax Management
Forecasting
Management
Financial Modeling
Internal Audit
e****[email protected]
Cindy Marrero
Senior Associate, Fund Reporting & Treasury
Greater New York City Area
Senior Associate, Fund Reporting & Treasury
Senior Accountant, Fund Administration
Fund Administrator
Portfolio Administrator
Accounting Clerk
Client Associate
City University of New York-Hunter College
Recommendations: 0
General Ledger
Financial Reporting
Cash Management
Hedge Funds
Equities
Bloomberg
Mutual Funds
Fixed Income
c****[email protected]
Luanda Colon-Smith
Property Manager
Greater New York City Area
Property Manager
Assistant Property Manager
Assistant Property Manager
Portfolio Administrator
Property Assistant
Assistant Office Manager
LIU Brooklyn
Recommendations: 0
Facilities Management
Property Management
Real Estate
Preventive Maintenance
Corporate Real Estate
Tenant Improvement
Tenant Coordination
Real Estate Development
l****[email protected]
M. Brian Meaney
Financial Instituitons Group, RIA & Family Office coverage
Greater New York City Area
Financial Instituitons Group, RIA & Family Office coverage
Portfolio Administrator
Sales Intern
Summer Intern
University of Mary Washington
Cold Spring Harbor High School
Recommendations: 0
Excel
PowerPoint
Microsoft Office
Customer Relations
Microsoft Word
Series 7
Outlook
Series 66
m****[email protected]
Dylan Leith
Research Associate
Greater New York City Area
Research Associate
Portfolio Administrator
Financial Analyst
The College of New Jersey
Princeton Day School
Princeton Day School
Recommendations: 0
d****[email protected]
Susan Erichsen
Marketing Manager
Greater New York City Area
Marketing Manager
Reporter
Portfolio Administrator
Reporter
Desk Editor
Associate Editor
Contributing Reporter
Contributing Writer
News Editor
LIU Post
Georgetown University
Western Michigan University
Oakland University
Bishop Foley High School
Recommendations: 0
Hockey
Sports
Social Media
Media Relations
Sports Marketing
Facebook
Press Releases
Sports Writing
s****[email protected]
Jen Kenely
Licensed Real Estate Salesperson
Greater New York City Area
Licensed Real Estate Salesperson
Capital Services Associate
Capital Services Associate
Credit Analyst
Risk Analyst
Consultant
The D'Aniello Entrepreneurial Internship Program
International Internship
Fund Administrator
Mutual Fund Portfolio Administrator
New York University, Stern School of Business
Syracuse University
Recommendations: 0
Capital Markets
Investments
Financial Services
Analysis
Financial Risk
Financial Analysis
Management
Risk Management
j****[email protected]
Nichols Belgrave
Agency Management Officer/Lender Support Services
Greater New York City Area
Agency Management Officer/Lender Support Services
Senior Finance Specialist
Senior Portfolio Administrator
Lending Operations-Senior Loan Representative
Neutral Control-Team Leader
Norfolk State University
Recommendations: 0
n****[email protected]
Aylina Bucaj
Property Assistant
Greater New York City Area
Property Assistant
Sales Representative
Co Manager
Assistant General Manager
Portfolio Administrator
Menswear Manager
St. Thomas Aquinas College
Recommendations: 0
Fashion
Retail
Visual Merchandising
Store Management
Sales
Inventory Management
Styling
Retail Sales
a****[email protected]
Sonia Berrios
Senior CLO Operations Analyst
Greater New York City Area
Senior CLO Operations Analyst
Senior CLO Operations Analyst
Senior CLO Operations Analyst
Portfolio Administrator
Sr. Account Associate
Recommendations: 0
Asset Management
Fixed Income
Hedge Funds
CLO
Portfolio Management
Bonds
Structured Products
Equities
s****[email protected]
Julie Lorig
Hedge Fund Accountant
Greater New York City Area
Hedge Fund Accountant
Portfolio Administrator
Vice President
Chief Financial Officer
Operations Manager
Saint Anselm College
Recommendations: 0
Hedge Funds
Equities
Valuation
Risk Management
Capital Markets
Derivatives
Asset Managment
Fixed Income
j****[email protected]
j****[email protected]
Alina Sysak
Portfolio Administrator
Greater New York City Area
Portfolio Administrator
Senior Analyst II - Asset Management Group/Operations
Operations Manager
Operations - Domestic Proxy Administrator
Intern
Fairfield University
Recommendations: 0
Hedge Funds
Portfolio Management
Investments
Trading
Account Reconciliation
Commodity
FINRA
Asset Allocation
a****[email protected]
a****[email protected]
Kevin Greiss, CFP®
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
Portfolio Administrator
Trust Administrator
Northwestern University - Kellogg School of Management
Babson College
Recommendations: 0
Portfolio Management
High Net Worth...
Investment Management
Investment Strategies
Investments
Wealth Management
Financial Services
Securities
k****[email protected]
k*****@ntrs.com
Ming Mui
Portfolio Administrator
Greater New York City Area
Portfolio Administrator
ETF Portfolio Administrator
ADR Analyst
Fixed Income Portfolio Administrator
Portfolio Administrator
Baruch College
Recommendations: 0
Microsoft Word, Excel, Power Point, Portia, Bloomberg, Sunguard Investment Syste
Investments
Trading
Equities
Bloomberg
FX Options
ETFs
Fixed Income
m****[email protected]
Aneta Slawek
Investment Accounting Specialist
Greater New York City Area
Investment Accounting Specialist
Investment Accounting Specialist
Investment Accounting Specialist
Investment Accounting Specialist
Investment Accounting Specialist
Portfolio Administrator
St. Peter's College
Recommendations: 0
Accounting
Portfolio Management
Equities
Mutual Funds
Asset Management
Alternative Investments
Fixed Income
Financial Services
a****[email protected]
Kelly Vales
Portfolio Administrator
Greater New York City Area
Portfolio Administrator
Executive Operations Manager
Administrative Assistant
Bank Teller
City University of New York-Baruch College
Northeastern University
Recommendations: 0
Financial Services
Operations Management
Operational Risk Management
Business Transformation
Financial Risk
Vendor Management
Executive Management
Risk Management
k****[email protected]
Gerald Politano III
Customer Support Engineer
Greater New York City Area
Customer Support Engineer
Office Administrator
Fund Analyst, Portfolio Administrator
VP / Manager of Structured Credit Operations
AVP / Trader Assistant
Thomas Edison State College
Thomas Edison State College
New York Institute of Technology
Recommendations: 0
Settlement
Reconciliation
Analysis
Troubleshooting
Confirmations
Fixed Income
Account Reconciliation
Confirmation
j****[email protected]
LeslieAnn Portée
Portfolio Administrator
Greater New York City Area
Portfolio Administrator
Associate Relationship Manager
Operations Specialist
Recommendations: 0
Customer Service
Microsoft Office
Banking
Financial Analysis
Financial Services
Research
Portfolio Management
Investments
l****[email protected]
Mary Maslowski
Head of Operations
Greater New York City Area
Head of Operations
Middle Office Specialist
Portfolio Administrator
Operations Analyst
Portfolio Administrator
The University of Connecticut
Recommendations: 0
Corporate Actions
Settlement
Equities
Hedge Funds
Fixed Income
Middle Office
Asset Managment
Derivatives
m****[email protected]
Jakov Stipanov, CFA
Research Analyst
Greater New York City Area
Research Analyst
Equity Analyst
Junior Equity Analyst
Portfolio Administrator
Fordham Gabelli School of Business
Montclair State University
Recommendations: 0
Equities
Bloomberg
Equity Research
Asset Managment
Financial Modeling
Investments
Portfolio Management
Alternative Investments
s****[email protected]
Dan Rabinowitz
CFO
Greater New York City Area
CFO
Vice President, Family Office
Treasury Analyst
Systems Analyst, Trader, Portfolio Administrator
Recommendations: 0
d****[email protected]
d****[email protected]
William Cleary
Business Analyst- Eagle Applications
Greater New York City Area
Business Analyst- Eagle Applications
Fixed Income Portfolio Administrator
Senior Operations Analyst
Portfolio Administrator
CUNY Baruch College - Zicklin School of Business
Binghamton University - State University of New York
Recommendations: 0
Fixed Income
Bloomberg
Equities
Mutual Funds
Bonds
Hedge Funds
Portfolio Management
Securities
w****[email protected]
w****[email protected]
Edward Keenan
Vice President
Greater New York City Area
Vice President
Portfolio Administrator
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 0
Hedge Funds
Fixed Income
Bloomberg
Equities
Alternative Investments
Derivatives
Swaps
Middle Office
i****[email protected]
e****[email protected]
Kyra Palmer
Co-Chief Investment Officer
Greater New York City Area
Co-Chief Investment Officer
Portfolio Administrator
The University of Connecticut
Byram Hills High School
Recommendations: 0
Alternative Investments
Portfolio Management
Equities
Investment Strategies
Mutual Funds
Hedge Funds
Wealth Management
Fixed Income
k*****@oakfingroup.com
Shri Shah
Associate
Greater New York City Area
Associate
Secondary Loan Trading Analyst
Portfolio Administrator
Customer Service Rep.
Customer Service Rep.
Rutgers University-New Brunswick
Recommendations: 0
Loans
Financial Analysis
Access
Microsoft Excel
Data Analysis
Analysis
Customer Service
Teamwork
s****[email protected]
Brian Swedrock
Investment Administrator
Greater New York City Area
Investment Administrator
Owner
Senior Portfolio Administrator
Portfolio Services Team Leader
Corporate Actions Specialist
Salesperson / Independent
Account Manager
LEAD Management Trainee
Cornell University
Recommendations: 0
Investments
Securities
Asset Managment
Analysis
Microsoft Excel
High Yield Bonds
Data Collection
Corporate Actions
b****[email protected]
Janice Bennett
Insurance Agent
Greater New York City Area
Insurance Agent
Financial Services Professional
Vice President | Milbank Investment Team
Partner/ Compliance Officer/Business Manager
Portfolio Administrator
Accountant & Portfolio Administrator
Staff Auditor
Fordham University
New York University - Leonard N. Stern School of Business
Recommendations: 0
Investments
Financial Services
Annuity Sales
Wealth Preservation...
Retirement Planning
Lifetime Income...
Licensed in Long-Term...
Whole Life Insurance
b****[email protected]
Dennis Murtha, CPA
Senior Assurance Manager
Greater New York City Area
Senior Assurance Manager
International Portfolio Administrator
Custody Control Administrator
Monmouth University
Monmouth University
Recommendations: 0
Auditing
GAAP
US GAAP
Income Tax
Tax
Tax Preparation
Financial Reporting
Financial Statements
d****[email protected]
d****[email protected]
Carlos T. Munoz
FATCA Analyst
Greater New York City Area
FATCA Analyst
Operational Manager
Portfolio Administrator - Associate, Wealth Management Division
Risk Officer / AML Specialist , Client Tax Reporting Department
Document Review Analyst, New Accounts Department
Tax Compliance Officer/AML Specialist, Tax Reporting Department
Reconciliation Analyst, Client Reporting Department
CITY COLLEGE OF NEW YORK
Recommendations: 0
AML
BSA
KYC
Compliance
Due Diligence
Advent
Investigations
APX
c****[email protected]
Mark Moyher
Vice President, Head Trader
Greater New York City Area
Vice President, Head Trader
Head Trader
Trader
Portfolio Administrator
Analyst
Data Collection Production Supervisor
Data Analyst
Fairfield University
Recommendations: 0
m****[email protected]
Andrea Stamps
Sr Business Operations Analyst
Greater New York City Area
Sr Business Operations Analyst
Performance and Portfolio Administrator
Clark University
Rensselaer Polytechnic Institute
Recommendations: 0
Data Analysis
Business Analysis
Management Consulting
Requirements Analysis
Project Management
Change Management
Data Warehousing
Business Process Improvement
a****[email protected]
Fernande Hyppolite
Client Service Officer
Greater New York City Area
Client Service Officer
Institutional Client Service
Client Service Manager
Portfolio Accounting/Administration
Portfolio Administrator
Pace University - Lubin School of Business
Syracuse University - Martin J. Whitman School of Management
Recommendations: 0
Fixed Income
Financial Services
Equities
Asset Management
Investments
Bloomberg
Asset Allocation
Valuation
h****[email protected]
f****[email protected]
Janice Barnwell
Relationship Manager
Greater New York City Area
Relationship Manager
Account Executive
Relationship Manager
Pooled Funds Administrator
Portfolio Administrator
City University of New York-Herbert H. Lehman College
Columbia College (SC)
Kaplan University
Recommendations: 0
Mutual Funds
Fixed Income
Financial Services
Securities
Equities
Series 7
Alternative Investments
Portfolio Management
j****[email protected]
Bob Marietta
Director of Business Development
Greater New York City Area
Director of Business Development
Director
Vice President
Director, Prime Brokerage Client Services
Associate Director
Second Vice President
Portfolio Administrator
Fordham University
St. Francis Prep
Recommendations: 0
Equities
Hedge Funds
Series 7
Prime Brokerage
Securities
Options
Fixed Income
Capital Markets
m****[email protected]
Liana Salas-Hopkins
ETF Portfolio Administrator
Greater New York City Area
ETF Portfolio Administrator
Recommendations: 0
Management
l****[email protected]
Jan Friedman
Portfolio Administrator Private Wealth Group
Greater New York City Area
Portfolio Administrator Private Wealth Group
Client Relationship Manager
Investment Consultant
Binghamton University
Ramapo Senior High School
Recommendations: 0
Superior Interpersonal and Client Relationship Building Skills
Investments
Outstanding Telephone and Written Communication Skills
Exceptional Organizational and Time Management Skills
Financial Services
Marketing
Proficient in Outlook, MS Word and Excel
CRM
s****[email protected]
Steven Majoris
Portfolio Administrator
Greater New York City Area
Portfolio Administrator
Financial Advisor
Financial Planning Intern
Accounting Assistant
Financial Representative
Branch Manager
Rowan University
Recommendations: 0
Entrepreneurship
Life & Health Insurance...
Microsoft Office
Risk Management
Microsoft Excel
Investments
Mutual Funds
Strategic Financial...
m****[email protected]
Dawn McManus
Sales Force Effectiveness Analyst
Greater New York City Area
Sales Force Effectiveness Analyst
Assistant Vice President
Sales Representative
Documentation Specialist
Portfolio Administrator
Western Connecticut State University
NFHS
Recommendations: 0
Finance
Financial Services
Sales
Portfolio Management
Credit Analysis
Sales Operations
Private Equity
Credit
d****[email protected]
Kenneth Rodriguez
Portfolio Administrator
Greater New York City Area
Portfolio Administrator
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
Customer Service
Research
Photoshop
Windows
k****[email protected]
Lisa Rudley
Founding Member
Greater New York City Area
Founding Member
Co-Founder and Co-Chair
President & Co-Chair
Vice President Private Client Services (Consultant)
Co-Chair
Founder & Healthcare Consultant
Senior Sales Executive
Equity Analyst
Vice President, Equity Analyst
Vice President, Client Services
AVP to Vice President
Portfolio Administrator
Fordham University
Stockton University
Recommendations: 0
Investment Management
Non-profits
Research
Healthcare
Leadership
Asset Managment
Investments
Strategic Financial...
l****[email protected]
Guy Paul Nuckles
Portfolio Administrator
Greater New York City Area
Portfolio Administrator
Operations Analyst
Fordham University
Recommendations: 0
Hedge Funds
Bloomberg
Fixed Income
Securities
Equities
Trading
Leadership
Capital Markets
g****[email protected]
Ryan Martinez
Credit Analyst II, AVP
Greater New York City Area
Credit Analyst II, AVP
Commercial Portfolio Underwriter II
Portfolio Underwriter I
Portfolio Administrator
Commercial Support Specialist
St. Thomas Aquinas College
SUNY Oneonta
Recommendations: 0
Portfolio Management
Banking
Commercial Lending
Commercial Banking
Credit
Bloomberg
Loans
Credit Analysis
Julie Billings
Global Co-Head of IMD Controllers Technology, Investment Management Division
Greater New York City Area
Global Co-Head of IMD Controllers Technology, Investment Management Division
COO, GSAM Technology
Global Head of GSAM Alternative Investments Technology
Head of GSAM Private Equity and Partnership Services Technology
Team Lead, GSAM Fixed Income Technology
Team Lead, GSAM Quantitative Strategies Technology
Programmer Analyst, GSAM Operations Technology
Portfolio Administrator, GSAM Operations
University of Dayton
Recommendations: 0
Trading Systems
Prime Brokerage
Business Analysis
SDLC
Financial Modeling
Hedge Funds
Fixed Income
Software Project Management
