Our team consists of dedicated professionals with diverse backgrounds in consulting, investment banking, investment management, accounting, law, and other disciplines. Several of our professionals have experience working for regulatory and government agencies, which provides a critical perspective in today’s uncertain environment.
The Financial Markets Advisory team is fully integrated with the modeling and analytical capabilities of BlackRock Solutions. Moreover, BlackRock's most senior officers and subject-matter experts across the firm are available to contribute in their respective specializations for the benefit of our clients.
Craig S. Phillips, Managing Director, leads the Financial Markets Advisory ("FMA") and the Client Solutions ("CS") teams in BlackRock Solutions. He is a member of the firm's Operating Committee, the BRS Operating Committee and the Executive Committee of the Institutional Business.
The FMA team provides a wide range of advisory, valuation and innovative solutions for its clients, which include banks, insurance companies, official institutions, and other financial intermediaries. The team consists of over 200 employees based around the globe, and since 2008 has advised on or managed the disposition of over $8 trillion of assets, spanning over 150 discrete assignments across 20 countries.
The Client Solutions team is comprised of over 120 professionals globally that provide complex solutions support for the Firm's largest institutional clients. The team has a broad set of investment experience across fixed income, equity, alternatives and a wide range of specialized investment strategies. It also focuses on outcome-oriented investing solutions, taking into account liabilities, capital and other drivers of investment strategy.
Mr. Phillips joined BlackRock in 2008. He previously served as a Managing Director of Morgan Stanley from 1994 to 2006 in its Fixed Income division where he was responsible for oversight of its global Securitized Products Group. He served as a Managing Director of Credit Suisse First Boston from 1984 to 1994. Between 2006 and 2008 Mr. Phillips was engaged in running his own investment vehicle, Ptarmigan Capital LLC, based in Stamford, Connecticut.
Mr. Phillips is a member of the Board of Directors of Partnership for After School Education ("PASE"), a child-focused organization that promotes and supports quality afterschool programs in New York City. He is also a Trustee of The Children's School of Stamford, Connecticut, an early learning school. Mr. Phillips served as a member of the Steering Committee at Morgan Stanley in the development and fundraising for the project that resulted in the Morgan Stanley Children's Hospital of New York-Presbyterian Hospital.
Mr. Phillips earned a BA degree in economics and business administration from Vanderbilt University in 1976.
Ryan Marshall, Managing Director, is Co-Head of FMA Portfolio Management in BlackRock's Financial Markets Advisory Group within BlackRock Solutions.
Prior to joining BlackRock in 2009, Mr. Marshall was at Kohlberg, Kravis, Roberts & Co., where he assumed multiple roles, first as senior member of the Corporate Credit Fixed Income Investment team in San Francisco, and then as the firm's resident Economist and Markets Strategist working closely with both the firm's Client and Partner Group and their Capital Markets Desk in New York. Previously, he spent 12 years at Morgan Stanley, most recently as Managing Director & Global Head of Fixed Income Credit Research, where he led a team of 150 research professionals and was member of the firm's Credit Products Group Operating Committee. During his time at Morgan Stanley, as Managing Director and Head of Securitized Products Trading, Mr. Marshall had oversight of CMBS trading, ABS trading including Credit Cards, Autos, Student Loans, Manufactured Housing, Aircraft Leases, Franchise Loans, Home Equity Loans, as well as Agency and Non-Agency CMOs and Pass-Throughs. While at Morgan Stanley, Mr. Marshall initiated a variety of new risk management techniques including the use of interest rate swaps, cash short sales, credit default swaps and total return swaps. The trading desk also pioneered the re-securitization of de-levered CMBS subordinate tranches. Mr. Marshall began his career in 1990 at First Boston where he focused on Resolution Trust Corporation asset sales and securitizations of residential and commercial real estate whole loans and mortgage backed securities.
Mr. Marshall earned a BS degree, cum laude, in economics from the University of Pennsylvania in 1990.
Roland Villacorta, CFA, Managing Director, is Co-Head of FMA Portfolio Management in BlackRock's Financial Markets Advisory Group within BlackRock Solutions.
Prior to moving to his current role in 2008, Mr. Villacorta was a member of BlackRock Solutions and co-head of BlackRock's Portfolio Analytics Group. Previously, he was the co-head of Fixed Income within BlackRock's Risk & Quantitative Analysis Group, where he was responsible for overseeing the provision of risk management tools to all portfolio management professionals within the BlackRock organization. He also led the buildout of BlackRock's quantitative corporate credit analytics and trading platform. From 1997 to 1999, he was responsible for implementing and managing hedging strategies using interest rate and Agency mortgage derivatives. He began his investment career in 1994 as an analyst in BlackRock Solutions. His initial responsibilities included developing internal infrastructure for modeling derivatives and tools for analysis of treasury and mortgage markets as well as facilitating the Kidder Peabody mortgage trading book liquidation. He also served as a risk advisor to the mortgage and commercial banking industry.
Mr. Villacorta earned a BA degree, cum laude, in mathematics from Princeton University in 1994.
Peter Sanderson, Managing Director, is the Co-Head for the Financial Markets Advisory ("FMA") team and the Chief Operating Officer for BlackRock Solutions ("BRS") within the EMEA region. He is a member of the EMEA Executive Committee, EMEA Operating Committee, EMEA Risk and Controls Committee and the BRS Operating Committee.
Mr. Sanderson's service with the firm dates back to 2006, including his time with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to joining BlackRock in 2006, Mr. Sanderson was with Mondrian Investment Partners from 2002 where he supported the firm's COO function. Mr. Sanderson began his career in 2001 at KPMG as an Analyst.
Mr. Sanderson earned a LLB degree, with honours, in law from the University of Leicester in 1999 and was Called to Inner Temple in 2000.
Kapil Arora, Managing Director, is the head of BlackRock Solutions ("BRS") in India. He is a member of the India Executive Committee and the BRS Operating Committee. Kapil is responsible for BlackRock Solutions’ global presence in India and provides direction and leadership to the FMA, Client Solutions, Financial Modeling Group, PAG and Aladdin Solutions Center groups. As member of the India Executive Committee, he is responsible for planning and executing on strategies to build and grow firm’s global platform in India.
Mr. Arora's service with the firm dates back to 2009, including his time with Helix Financial which was merged with BlackRock in early 2010. At Helix Financial, Mr. Arora headed the Fixed Income Analytics and Advisory practice for their Commercial Real Estate and Mortgage Securities platform. Prior to joining Helix, Mr. Arora worked at Princeton Advisory Group, GE Asset Management and E*Trade Financial from 2001 to 2009 working closely with the portfolio managers in the Fixed Income trading and research groups focusing on structured products. Mr. Arora started his career with iGate in 1999.
Mr. Arora earned an Engineering degree in Computer Science from Nagpur University in 1999.
Don Benningfield, Managing Director, is the Head of Commercial Real Estate Portfolio Management in BlackRock's Financial Markets Advisory Group within BlackRock Solutions.
Prior to joining BlackRock in 2011, Mr. Benningfield was at Bank of America Merrill Lynch (BAML) where he assumed multiple leadership roles over a 27 year period covering a wide range of product and transaction types in the real estate & leisure industry for both corporate-level and one-off project finance transactions involving office, industrial, retail, multi-family, lodging and gaming. During his tenure at BAML, Mr. Benningfield was responsible for restructuring advisory of syndicated, CMBS, and repo financing transactions; origination, structuring & sale of syndicated loans; risk management of CMBS and commercial real estate portfolios; and, resolution of troubled credit workouts for both investment grade and highly-leveraged borrowers consisting of corporate credits, private equity funds, privately-owned development companies, publicly-traded REIT's, and gaming & lodging companies. Mr. Benningfield has also served in various board, ownership, and operating advisor roles. Mr. Benningfield earned a BBA degree, cum laude, in finance from Southern Methodist University in 1983.
Sarah Bianchi, Managing Director, is a member of BlackRock's Financial Markets Advisory Group within BlackRock Solutions to help expand the US advisory practice.
Prior to joining BlackRock in 2014, Ms. Bianchi served as Deputy Assistant to the President for Economic Policy and Director of Policy for the Vice President where she focused on a wide range of areas including taxes, the budget, health care, energy, housing, and financial reform. She also helped lead a number of special White House projects, including the development of the 2012 State of the Union policy platform, the 2012 Vice Presidential debate team, the White House response to the Newtown tragedy, and the White House response to the Affordable Care Act website and implementation issues.
From 2005 to 2011, Ms. Bianchi worked at Eton Park Capital Management, where she conducted financial analysis on U.S. and international companies that had regulatory, legislative, and economic risk. This included work on major investments in GSEs, mortgage-backed securities, large international and domestic banks, student lending, and numerous merger arbitrage strategies.
Before that, she served for two years as the National Policy Director for the Kerry Presidential Campaign where she oversaw the development and advocacy of the campaign's economic and domestic agenda. In 2001 and 2002, she served as the Deputy Director of the Senate Subcommittee responsible for regulating the private health care industry.
In 2000, Ms. Bianchi was the Deputy Policy Director for the Gore Presidential campaign, where she traveled with the Vice President full time during the general election, briefing the candidate and traveling press corps on all policy related issues. From 1995 until 2000, she served in the White House in a variety of policy positions.
Ms. Bianchi has been a member of the board of the Institute of Politics at Harvard University since 2005. She earned a BA degree, magna cum laude, from Harvard University in 1995.
Owen Butler, Director, is Co-Head of EMEA Portfolio Management in BlackRock's Financial Markets Advisory Group within BlackRock Solutions.
Prior to moving to his current role in January 2012, he was Head of Credit Risk in LBBW Asset Management Ireland, responsible for portfolios of Structured Credit Products and Corporate & Financial fixed income investments that were held on balance sheet and across a number of vehicles. He began his career in financial services in 1999 with Allied Irish Banks where he was a relationship manager in International Corporate Banking, before moving to Fortis International Finance Dublin, where he was responsible for a portfolio of ABS, Corporate and Financial fixed income investments and Syndicated Loans. He also worked as part of the Fortis Shipping Group and was responsible for the portfolio management of EUR 1bn portfolio of Shipping Loans.
Mr Butler holds a Masters in Financial Services from UCD Smurfit Business School and a Bachelor of Commerce from UCD.
Joseph Carney, Managing Director, is Global Head of Business Development for BlackRock's Financial Markets Advisory Group within BlackRock Solutions.
Prior to joining BlackRock in 2015, Mr. Carney was a Managing Director at Royal Bank of Scotland where he held various leadership roles within Markets and International Banking, including Head of ABS/MBS Sales – Americas, Co-head Financial Institutions – Americas, and Co-head of Client Structuring and Solutions – Americas. Prior to joining RBS, Mr. Carney held senior management positions in the Fixed Income Divisions at Morgan Stanley and Credit Suisse.
Mr. Carney earned a BS degree, magna cum laude, in Engineering and an MBA in Finance from Loyola University.
Samuel Coleman, Managing Director, joined BlackRock in 2009, prior to which he was President and founding partner of S.R. Coleman and Co. LLC. Prior to this he held a variety of roles including senior coverage of U.S. Depositories, co-head of Asian FIG, head of Latin American FIG and head of M&A Transaction Development groups at Citigroup Global Markets. Previously, he spent 13 years at Credit Suisse where he held various positions including head of Specialty Finance and head of European FIG. Mr. Coleman started his career at Chemical Bank in 1977.
Mr. Coleman earned a BA degree in economics from the University of Pennsylvania in 1976 and an MBA degree from Dartmouth College in 1983.
Brandon J. Hall, Managing Director, is a member of BlackRock's Financial Markets Advisory Group within BlackRock Solutions and serves as a subject matter expert in the group on financial institutions and related regulatory issues. Since joining BlackRock, Mr. Hall has served in a leadership capacity on several assignments on behalf of official institution clients.
Prior to joining BlackRock in 2010, Mr. Hall was a Senior Financial & Policy Analyst at the Federal Reserve Bank of New York (FRBNY), where he provided senior management with analysis and policy guidance concerning the supervision of high-profile financial institutions. He also advised on the financial implications of prospective bank mergers and acquisitions and served as a system-wide regulatory capital specialist. Prior to working at the FRBNY, Brandon was an associate in Standard & Poor's LatAm Sovereign Credit Ratings group.
Mr. Hall earned a BA in Classics from Princeton University in 2002 and a Masters in International Finance from Columbia University in 2007.
Charles Hatami, Managing Director, is the Head of Business Development and Client Strategy in EMEA for BlackRock's Financial Markets Advisory Group within BlackRock Solutions.
Prior to joining BlackRock in 2010, Mr. Hatami served as the Managing Partner of Xeryus Capital Management, a global macro hedge fund he founded in London, UK. At Xeryus Capital, he led a team of financial professionals investing in fixed income, foreign exchange and commodities derivatives. He also oversaw the fund's risk management framework, which he had designed and implemented. Additionally, Mr. Hatami was directly responsible for managing the firm's client relationships and marketing efforts. Previously, he worked at Banco Itau in Sao Paulo, Brazil, where he executed fixed income arbitrage strategies for the bank's principal investment area. Prior to that, he worked as a research analyst at a hedge fund in NYC and in risk management at BNP Paribas in Frankfurt, Germany.
Mr. Hatami earned an MBA degree with concentration in finance from the Massachusetts Institute of Technology Sloan School of Management in 2010, and a MSc. in Financial Engineering, with honors, from Leonardo DaVinci Engineering School in Paris, France.
Austin Hong, Managing Director, leads the Compliance and Audit Practice for BlackRock’s Financial Markets Advisory (FMA) Group within BlackRock Solutions.
Prior to joining BlackRock in 2015, Mr. Hong was a Senior Director at Promontory Financial Group where he provided a broad range of financial and regulatory advisory services to clients in the United States, Europe and Asia. He has led a large number of projects in high-risk areas, including engagements related to anti-money laundering, sanctions, mortgage origination and services, and consumer compliance. Mr. Hong co-led forensic reviews of foreclosure files for a large, complex bank organization with significant mortgage-servicing portfolios. He advised clients on AML and sanctions compliance matters and has led numerous forensic reviews of international wire transactions for anti-money laundering and sanctions violations. Prior to joining Promontory, Mr. Hong held regulatory policy positions at the U.S. Treasury, Office of Thrift Supervision and the Federal Deposit Insurance Corporation. Mr. Hong began his career as an investment banker at Goldman Sachs and Salomon Smith Barney.
Mr. Hong earned a BS degree in Electrical Engineering and Computer Science degree from University of California, Berkeley in 1994, a MBA degree from Columbia University and a MS degree in Statistics from Stanford University in 1999.
Ashwin Laheja, Managing Director, is a member of BlackRock's Financial Markets Advisory Group within BlackRock Solutions. The Financial Markets Advisory Group advises clients in managing their capital markets exposure and businesses. Mr. Laheja specializes in managing portfolios of CDOs and other credit derivatives.
Prior to joining Blackrock in 2008, Mr. Laheja was a Vice President in the Securitized Products Group of Morgan Stanley, where he structured, analyzed and traded CDOs. In addition, he was responsible for establishing valuation frameworks for CDOs and correlation ABS related correlation products. Prior to attending business school in 2005, Mr. Laheja worked at Oracle Corporation as a Product Manager in Applications. He began his career at TenFold Corporation, designing billing and database systems.
Mr. Laheja earned a BS degree in chemical engineering from the Indian Institute of Technology Bombay in 1997, an MS degree in chemical engineering from Massachusetts Institute of Technology in 1999, and an MBA degree from the University of Chicago in 2005.
Stéphane Lapiquonne, Managing Director, joined BlackRock in 2010 and has been leading or involved in several high profile, complex engagements for large financial institutions. Prior to joining BlackRock, Mr. Lapiquonne worked as a senior investment advisor to Lone Star Europe, a private equity fund focused on special situation and distressed investments across the real estate, corporate and banking space, where he was involved in the underwriting and on-going management of structured credit and securitized asset portfolios. Previously, Mr. Lapiquonne spent four years as the deputy head and a senior portfolio manager of the structured credit investment team at AXA Investment Managers in Paris that had over $5bn AuM in structured credit equity and debt. Before that, he worked for over three years as a structurer and product specialist in Morgan Stanley's CDO group in London. He began his career in 1996 in London as an analyst in Banque Nationale de Paris's fixed-income markets research team.
Mr. Lapiquonne earned a degree from École Centrale de Paris and an MS in Finance from University of Cambridge.
Reginald S. Leese, Managing Director, is a member of BlackRock's Financial Markets Advisory Group within BlackRock Solutions. Mr. Leese focuses on commercial real estate debt.
Prior to moving to his current role in 2008, Mr. Leese was a member of the Fixed Income Portfolio Management Group, where his primary responsibility was managing structured credit product securities, including CMBS, ABS, and CDOs. Mr. Leese's service with the firm dates back to 2000, including his years with State Street Research & Management (SSRM), which merged with BlackRock in 2005. At SSRM, he was a portfolio manager and member of the Specialty Products Group. Earlier, Mr. Leese was Senior Vice President/Portfolio Manager with Citizens Bank. His positions there included member of the Treasury and Corporate Loan Syndication Groups, Credit Officer, Compliance Manager, and manager of the REO Department. He was a Vice President responsible for commercial real estate loan origination and credit administration with Fleet Bank of Massachusetts, N.A. from 1993 to 1994. From 1991 to 1993, Mr. Leese was a Vice President with Ensol, a regional environmental consulting company. From 1988 to 1991, he was with Bank of New England, N.A. in the loan recovery and commercial lending groups. He previously worked as a mine geologist.
Mr. Leese is a member of the Mortgage Bankers Association's Commercial Real Estate/Multifamily Finance Board of Governors. He is also co-Chair of the CMBS 2.0 Advisory Committee of the CRE Finance Council (formerly the Commercial Mortgage Securities Association). Previously, Mr. Leese served on the Executive Committee and Board of Governors of the CMSA and completed a term on the Board of Directors of the American Securitization Forum (ASF). He earned a BS degree in mining geology from the University of Leicester in 1982 and an MBA degree in finance and international business from Babson College in 1988.
Andrew Marquardt, Managing Director, is part of the senior management team, and is responsible for leading global functions focused on research, product development, and strategy in efforts to expand BlackRock's Financial Markets Advisory ("FMA") group.
Prior to joining BlackRock in 2015, Mr. Marquardt was a managing director at Evercore within the Evercore Institutional Equities ("EIE") business and led its financials research effort as Head of Bank Research, covering large-cap, regional, and trust banks. He was a founding partner of EIE, member of the investment policy committee, and co-chair of the product management committee. Mr. Marquardt has been covering financial institutions since 1997 with the majority of his experience on the sell-side at firms including Fox-Pitt Kelton, UBS Investment Research, Banc of America Securities, and Solomon Smith Barney where he and his team were top ranked by several measures including Institutional Investor's survey and Greenwich. He began his career at the Federal Reserve Bank of New York as an analyst covering U.S. and Japanese banks.
Mr. Marquardt earned a BA degree, with honors, in economics from Skidmore College.
Corinne Neale, Managing Director, for BlackRock Solutions (BRS) Asia ex-Japan is responsible for BRS' Client outreach in the region.
Ms. Neale has more than 20 years of experience of regulated financial institutions across a wide range of client types, including banks, government pension schemes, insurance companies and official institutions. Prior to joining BlackRock Ms. Neale headed up the Global Currency and Emerging Markets risk advisory practice at Credit Suisse in Asia Pacific. Ms. Neale also held Managing Director positions for Fitch Solutions-Algorithmics, Standard & Poor's and Bankers Trust Company in Asia Pacific and Europe. Ms. Neale has been an active speaker at risk management conferences for the past 20 years and has published 10 articles on risk management applications.
Ms. Neale earned a Master in Finance from EMLyon in 1988 and a MBA from University of Connecticut in 1987.
Eoin Redmond, Managing Director, is Co-Head of EMEA Portfolio Management in BlackRock's Financial Markets Advisory Group within BlackRock Solutions.
Prior to joining Blackrock in January 2012, he worked for nine years with LBBW Asset Management Ireland as a Senior Manager in Portfolio Management managing fixed income and structured products through vehicles and funds with direct assets under management of EUR 7bn. Through his career in LBBW, Eoin was responsible for the structuring and restructuring and management of approximately EUR 40bn of fund and structured vehicles. In 2007, he was responsible for the complete due diligence and restructuring of Sachsen Bank LB Europe with assets totalling in excess of EUR 30bn. In a prior role within LBBW, he was responsible for managing the firm's high yield fixed income, leveraged finance, workout and credit opportunities portfolios. Between 1999 and 2003, he worked as a Senior Credit Analyst with Allied Irish Banks in the International Corporate Banking division, with responsibility for the analysis and management of investment and non-investment grade corporate fixed income and debt portfolios. Eoin began his career holding roles in CitiGroup and Bank of Ireland Corporate Banking.
Mr. Redmond earned a MBA from UCD Smurfit Business School in 2001 and a Bachelor of Business Studies from Trinity College Dublin in 1997.
Katheryn E. Rosen, Managing Director, is a Practice Lead and member of the Senior Management team for BlackRock’s Financial Markets Advisory Group within BlackRock Solutions. The Practice Area focuses on regulation, policy, and official sector actions and serves as a cross-functional practice area that centralizes expertise to drive content and client outreach on regulatory and policy matters.
Ms. Rosen served as Deputy Assistant Secretary for Financial Institutions Policy and Senior Advisor to the Assistant Secretary of Financial Institutions at the US Department of Treaury. Ms. Rosen was responsible for the Office of Financial Institutions Policy, the Federal Insurance Office, and the Office of Critical Infrastructure Protection and Compliance where financial regulatory reform, modernization of insurance regulation, and cybersecurity were central to her portfolio. Ms. Rosen joined the Treasury Department in February 2011 to help stand-up the Financial Stability Oversight Council (FSOC). During her tenure, she served as a member of the FSOC's Systemic Risk Committee. Prior to joining the Treasury Department, Ms. Rosen served as Senior Policy Advisor to then House Financial Services Chairman Barney Frank, working primarily on the Dodd-Frank Wall Street Reform and Consumer Protection Act and leading the Chairman’s housing finance reform agenda.
Prior to her public service, Ms. Rosen spent fourteen years at JPMorgan’s investment bank. As Managing Director, she led the Government Institutions Team within the Financial Institutions Group and was a senior leader within JPMorgan’s Investment Grade Debt Capital Markets team. Ms. Rosen has experience advising corporations, government, and government-related institutions on fundraising, capital, liability structure, and risk management.
Ms. Rosen is a Nonresident Senior Fellow at the Atlantic Council - Brent Scowcroft Center on International Security’s Cyber Statecraft Initiative. She received a BA in Economics and Art History at Emory University and an MA in International Affairs at the Elliot School of The George Washington University.
David Sayles, CFA, Managing Director, has been a member of BlackRock's Financial Markets Advisory Group within BlackRock Solutions since 2008.
Prior to moving to his current role, Mr. Sayles was a portfolio manager and member of BlackRock's Fixed Income Portfolio Management Group. His primary responsibility was managing taxable client portfolios, with a sector emphasis on derivatives and government/agency bonds, and implementing and managing hedging strategies. Prior to joining BlackRock in 2005, Mr. Sayles was at Alliance Capital Management and its private capital affiliate, Albion Alliance, specializing in private capital transactions and fixed income derivatives. Mr. Sayles was with Lehman Brothers from 1991 to 1996, as a Senior Vice President in the Emerging Markets fixed income trading group. He spent six years with The First Boston Corporation, where he was a Vice President in the Mortgage Capital Markets Group and, earlier, an Associate for the Asset Finance team. He began his investment career in 1983 with Morgan Guaranty Trust where he worked in Corporate Finance and in Foreign Exchange Trading.
Mr. Sayles earned a BS degree in chemistry from Yale University in 1981 and an MS degree in management from the Massachusetts Institute of Technology, Sloan School of Management, in 1983.
Nik Singhal, Managing Director, is a member of the BlackRock's Financial Markets Advisory Group within BlackRock Solutions. Prior to joining Blackrock in 2010, Mr. Singhal worked as a Senior Analyst at HBK Capital Management in Dallas where he was responsible for originating and managing corporate loans and other opportunistic investments. He joined HBK in 2005. Prior to that, Mr. Singhal was a Vice President in the Fixed Income Division of Lehman Brothers in New York responsible for structuring and managing principal transactions, primarily focusing on esoteric ABS and distressed corporate debt. He joined Lehman Brothers in 1998 and became Vice President in 2003.
Mr. Singhal earned a BS degree in Computer Science & Engineering from IIT Delhi in 1995 and an MBA degree from IIM Ahmedabad in 1998.
Jessica Tan, Managing Director, is a member of BlackRock's Financial Markets Advisory Group within BlackRock Solutions.
Prior to joining BlackRock in 2010, Ms. Tan was a Vice President in the Equity Sales & Trading division of Merrill Lynch where she covered U.S. clients trading international equity portfolios. Prior to that, she was a Vice President in the Transition Management group of Merrill Lynch where she was responsible for assisting clients with project management, risk management, and execution strategies related to the implementation of asset allocation changes. Prior to that, Ms. Tan was a Project Manager in the Transition Management team at Deutsche Bank.
Ms. Tan earned an MBA from Harvard Business School in 2010 and graduated magna cum laude and Phi Beta Kappa with a B.S. in economics from Duke University in 2003.
Julien Wallen, Managing Director, is a member of BlackRock's Financial Markets Advisory group within BlackRock Solutions.
Prior to joining BlackRock in 2011, Mr. Wallen was an Associate Principal at McKinsey where he served banking clients on Corporate Finance, Sales & Marketing and Performance Improvement issues. After McKinsey, he co-founded a successful web start-up in 2008 and, most recently, was interim COO and Management Committee member of Merrill Lynch Bank (Suisse) S.A.
Mr. Wallen earned an MBA from INSEAD in 2004 and a MSc. in Economics & Finance from HEC Lausanne (Switzerland) in 2000.