Ubs
Vice President - Tax Compliance Manager - Regulatory and Tax Control
U.s. Bank Jun 2013 - Jun 2015
Fund Administrator and Compliance Manager
Bny Mellon Apr 2008 - Jun 2013
Client Services Manager
Goldman Sachs Jun 2006 - Feb 2008
Associate and Mutual Funds
Alliancebernstein Jul 2004 - Jun 2006
Account Manager and Supervisor
Education:
Fordham University 2005 - 2010
Master of Business Administration, Masters, Accounting, Finance
Rutgers University 1996 - 2000
Bachelors, Bachelor of Arts, Economics
Apr 2008 to 2000 Vice President/Client Service ManagerGoldman Sachs New York, NY Jun 2006 to Feb 2008 Associate/Mutual FundsAllianceBernstein, Secaucus, NJ Jul 2004 to Jun 2006 Account Manager/SupervisorSmith Barney - Citi New York, NY Aug 2003 to Jul 2004 Fund AnalystBank of New York New York, NY Jan 2001 to Aug 2003 Mutual Fund Accountant
Education:
Fordham University May 2010 MBA in Finance and AccountingRutgers University Jan 2001 BA in Economics
Washington Elementary School Rutherford NJ 1956-1960, Union Elementary School Rutherford NJ 1960-1963, Rutherford Junior High School Rutherford NJ 1963-1965
Community:
Joe Koole, Eileen Brain, Anthony Balestrino, David Edewaard