About
Operations leader responsible for fund operations and process optimization. Previously Healthcare Services Associate at Guggenheim Securities executing healthcare deals and Vice President at BNY Mellon supporting Bridgewater's back office infrastructure transition and equity/ETF operations.
Experience
- EQUIAMDirector of Fund Operationscurrent2022 — presentSan Francisco, California, United States
- Guggenheim PartnersInvestment Banking Associate2018 — 2021New York, NY
- BNY MellonVice President / Senior Analyst2014 — 2016
- BNY MellonSenior Operations Associate2011 — 2014
- Bridgewater AssociatesOperations Associate2011
- News America MarketingISOP Operations Intern2010
Education
- NYU Stern School of BusinessMaster of Business Administration (M.B.A.), Specializations in FinTech
- College of the Holy CrossBA, Economics
Skills & more
Transact-SQL (T-SQL)1MySQL1VBA2Microsoft ExcelMicrosoft PowerPointPythonBloomberg4Microsoft Office1Equities4Derivatives3Cash Management2Fixed Income2
+12 more
Corporate ActionsSettlementEconomicsPrime BrokerageBack OfficeFinancial AnalysisHedge FundsAsset ManagementFinancial ModelingPortfolio ManagementData AnalysisTrading Strategies- Series 79 — FINRA
- Series 63 — FINRA
- CFA® Charterholder — CFA Institute
From Eric's professional profile.
Same school
Also attended NYU Stern School of Business367
Luna SchmidInvestor at GV (Google Ventures)Kaz TeradaVenture Advisor at Monta Vista CapitalNeil FongManaging Director Asia at Burda Principal InvestmentsAlex TosoliniAdvisor at CincyTechMax WechterSenior Director of AI at Lerer HippeauTom MonahanFormer Chairman & CEO, CEB at MissionOG
+ 361 more
Also attended College of the Holy Cross26
Nick WashburnSenior Managing Director, Intel Capital (North America)Liz FoxProduct Marketing and Communications at In-Q-TelKevin EganInvestor at IVP (Institutional Venture Partners)Jim KeyesSenior Advisor at C5 CapitalDr. Cheryl MartinVenture Partner at Colle Capital PartnersDavid CastellaniOperating Partner at Brewer Lane Ventures
+ 20 more
Shared employers
Also worked at Guggenheim Partners40
JeffProduct Manager at Pantera CapitalNick ZurickTalent Lead at Pantera CapitalEdi DanalacheSenior Associate at Scale Venture PartnersDavid LeightInvestment Principal at Red Cell IncubationAndrew PengPrincipal at Collide CapitalAlex FelixManaging Partner, Co-Founder and CIO at CoinFund
+ 34 more
Also worked at BNY Mellon47
Anthony CruzVenture Partner at IronGate Capital AdvisorsJohn NylenChief Revenue Officer at Asymmetric Capital PartnersEjazz GaznaviFinance & Operations Manager at TNBAuraRakefet Russak AminoachManaging Partner at Team8Caitlin EvansPlatform Operations Manager at AirTree VenturesHerston Elton PowersFounding Managing Partner at 1982 Ventures
+ 41 more
Also worked at Bridgewater Associates83
Coen ArmstrongInvestor at Spark CapitalJared FriedmanGeneral Partner at Y CombinatorAnkit GuptaGeneral Partner at Y CombinatorCaitlinChief of Staff at Hummingbird VenturesMark LurieVenture Partner at FJ LabsNicole FraenkelInvestor at Khosla Ventures
+ 77 more
Also worked at News America Marketing2
Colleagues at EQUIAM
Arin Nazarian
Partner at EQUIAM
Joe Day
Partner at EQUIAM
John Zic
Managing Partner at EQUIAM
Kelly Rodriques
Advisor, Executive Committee Member at EQUIAM
Kirk Oliver
Director, Placement & Distribution at EQUIAM
Mike Ryan
Advisor at EQUIAM
Najam Kidwai
Venture Partner at Frontier Ventures
Perry Ha
Advisor at EQUIAM











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