Resumes
Resumes
Senior Managing Director, Head Of Direct Indexing And Managed Accounts Technology
View pageLocation:
5336 Locksley Ave, Oakland, CA 94618
Industry:
Investment Management
Work:
Charles Schwab
Senior Managing Director, Head of Direct Indexing and Managed Accounts Technology
Symphony Asset Management
Chief Technology Officer
Symphony Asset Management Oct 2010 - Jul 2016
Director of Application Development
Northwestern University Sep 2013 - 2016
Adjunct Lecturer, Data Science
Axa Investment Managers Jun 2008 - Oct 2010
Director, Global Strategy Engineering Technology - Rosenberg Equities
Senior Managing Director, Head of Direct Indexing and Managed Accounts Technology
Symphony Asset Management
Chief Technology Officer
Symphony Asset Management Oct 2010 - Jul 2016
Director of Application Development
Northwestern University Sep 2013 - 2016
Adjunct Lecturer, Data Science
Axa Investment Managers Jun 2008 - Oct 2010
Director, Global Strategy Engineering Technology - Rosenberg Equities
Education:
Northwestern University 2013 - 2013
Master of Science, Masters, Information Systems Durham University 2003 - 2003
Master of Business Administration, Masters, Business Administration, Business King's College London 1999 - 1999
Bachelors, Bachelor of Arts
Master of Science, Masters, Information Systems Durham University 2003 - 2003
Master of Business Administration, Masters, Business Administration, Business King's College London 1999 - 1999
Bachelors, Bachelor of Arts
Skills:
Project Management
Equities
Business Analysis
Leadership
Portfolio Management
Software Development
Investment Management
Fixed Income
Asset Management
Program Management
Hedge Funds
Business Strategy
Bloomberg
Object Oriented Design
Sql
Java
It Strategy
Derivatives
Microsoft Crm
Technical Writing
Wealth Management
Equities
Business Analysis
Leadership
Portfolio Management
Software Development
Investment Management
Fixed Income
Asset Management
Program Management
Hedge Funds
Business Strategy
Bloomberg
Object Oriented Design
Sql
Java
It Strategy
Derivatives
Microsoft Crm
Technical Writing
Wealth Management
Languages:
English
Certifications:
Stanford Certified Project Manager (Scpm)
Chartered Financial Analyst (Cfa) Charterholder
Cfa Institute
Stanford University
Chartered Financial Analyst (Cfa) Charterholder
Cfa Institute
Stanford University