Jefferies Company
Industry: Investment banking company
DescriptionJefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management. CEO: Richard B. Handler (3 Oct 2000–) Revenue: 3.2 billion USD (11/30/17) Headquarters: New York City, New York, United States Number of employees: 3,885 Parent organization: Jefferies Financial Group Subsidiaries: Jefferies India Private Limited,
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Jefferies Employees
Surge IP March 2014 - Present
Jefferies April 2015 - August 2015
Merrill Lynch January 2015 - April 2015
Atlantic Trust October 2014 - January 2015
Crewe Capital September 2014 - January 2015
Kickstarter January 2014 - April 2014
Protection 1 Security Solutions April 2013 - August 2013
Squire Patton Boggs January 2010 - April 2010
Viamericas Corporation August 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Research, Teamwork, Financial Analysis, Sales, PowerPoint, Marketing, Microsoft Word, Accounting, Investment Banking, Financial Modeling, Asset Management, Equity Valuation, DCF Valuation, Inventory Valuation, Strategy, Financial Strategy, Public Speaking, Leadership
Education
Brigham Young University 2012 — 2016
Global Supply Chain - Finance
Jefferies May 2015 - August 2015
Emory University Goizueta Business School August 2014 - December 2014
HCR Market Research July 2014 - August 2014
AXA Advisors May 2013 - August 2013
Whitemarsh Valley Country Club April 2009 - August 2013
Byweekly Mortgage May 2012 - August 2012
Skills
Investments, Finance, Bloomberg Terminal, Public Speaking, Critical Thinking, Social Media, Strategic Financial..., Sales, Golf, Leadership
Education
Emory University 2012 — 2016
BBA, Accounting and Finance
Beijing Normal University 2014 — 2014
Chinese Studies
Nanjing University
Chinese Language
Zuora September 2015 - Present
Jefferies May 2015 - July 2015
Qualtrics September 2014 - April 2015
Sorenson Capital Partners April 2014 - September 2014
Doba November 2013 - August 2014
BlackRock September 2013 - December 2013
Arbor Advisors March 2013 - September 2013
LINX Satellite, Inc. February 2012 - September 2012
Skills
Account Management, Public Speaking, Leadership, Microsoft Office, Marketing, Social Media, Customer Service, Financial Risk, Financial Analysis, Investment Banking, Business Strategy, Entrepreneurship, Investments, Portfolio Management, Financial Modeling, Microsoft Excel, PowerPoint
Education
Brigham Young University 2009 — 2015
Bachelor of Science (B.S.), Finance, Marriott School of Management
Jefferies May 2015 - August 2015
Deloitte Consulting June 2010 - March 2014
Bucknell August 2009 - May 2010
Deloitte Consulting June 2009 - August 2009
Deloitte Consulting June 2008 - August 2008
Activgest S.A. June 2006 - August 2006
Skills
Management Consulting, Investment Banking, Business Strategy, Cross-functional Team..., Financial Analysis, Financial Modeling, Valuation, Business Intelligence, Competitive Analysis, Project Management, Business Process..., Proposal Writing, Data Analysis, Business Analysis, Economics, Business Process, Databases, Management, Statistics, Strategy, Portfolio Management, Derivatives, Business Process Design, Bloomberg Terminal, Analytics, IT Strategy, Risk Management, Access, Consulting
Education
UCLA Anderson School of Management 2014 — 2016
MBA, Easton Technology Leadership, Finance
Bucknell University 2005 — 2010
Bachelor of Science, Bachelor of Arts, Computer Engineering, Economics
Jefferies July 2011 - Present
Business Objects May 2009 - December 2009
Technical University of Munich May 2008 - August 2008
Business Objects January 2007 - August 2007
Skills
Series 7, Trading Systems, Equity Trading, Equity Derivatives, Data Analysis, Microsoft Office, Matlab, R, SQL, Oracle, Bloomberg Terminal, HP Quality Center, Lotus Notes, Java, C++, Crystal Reports, ClearQuest, Linux
Education
Columbia University in the City of New York 2010 — 2011
Master's Degree, Statistics
The University of British Columbia 2005 — 2010
Bachelor's Degree, Computer Science and Statistics
Jefferies May 2015 - Present
Merrill Financial Associates September 2014 - Present
Nagano Hedge Fund September 2014 - December 2014
BYU Global Financial Advisors April 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Investments, Leadership, Teaching, Valuation, Management, Public Speaking, Financial Analysis, Financial Modeling, Equities, Marketing, Analysis, Bloomberg, Portfolio Management, Investment Banking, Data Analysis
Education
Brigham Young University 2010 — 2016
Bachelor’s Degree, Chinese Major, Global Business & Literacy Minor, 3.99
Princeton University 2014 — 2014
Princeton in Beijing, Chinese Language, Literature, and Culture, 4.00
Jefferies August 2015 - Present
Jefferies June 2014 - July 2014
Wall Street Oasis May 2013 - July 2013
IBM June 2012 - May 2013
IBM India Pvt. Ltd. September 2007 - June 2012
BITSAA Int. October 2010 - January 2011
LSI Corporation January 2007 - June 2007
Advanced Systems Laboratory, DRDO May 2005 - July 2005
Skills
Investment Banking, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Computer Architecture, Analysis, Perl, Project Management, Algorithms, ASIC, VLSI, Microsoft Excel, Simulations, Logic Design, Programming, High Frequency Design, Chip Logic Design, Chip Functional..., C, Verilog
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Investment Banking
Birla Institute of Technology and Science 2003 — 2007
BE(Hons.), Electronics, Digital VLSI Design
St Mathews Public School 1997 — 2001
Jefferies October 2013 - September 2014
LCH.Clearnet June 2012 - July 2013
Freelance March 2011 - August 2012
BlackRock 2012 - 2012
Thomson-Reuters October 2010 - March 2011
Thomson Reuters February 2008 - September 2010
Bank of America January 2005 - June 2007
World-Link Solutions January 2000 - July 2004
Skills
PC building, PC Repair, Windows 7, Windows Vista, Windows XP Pro, ThomsonOne, Thomson One Analytics, Windows Server, Microsoft Office, Microsoft Excel, Microsoft Word, CompTIA Network+, CompTIA A+ Certification, Printers, Laser Printers, HP Printers, Software Installation, Device Drivers, Remote Desktop, Servers, Technical Support, Active Directory, Antivirus, Network Administration, VPN, Security, Citrix Metaframe, HP, Training, Software Documentation, Computer Repair, Citrix, Microsoft Exchange, Troubleshooting, Databases, Computer Hardware, Blackberry, XP, Microsoft Technologies, Windows, Help Desk Support, Networking, Windows XP, Access, Cisco Technologies
Education
Brooklyn College 1996 — 2000
Computer Science
Kingsborough Community College 1994 — 1996
Abraham Lincoln HS 1990 — 1994
Diploma
Jefferies September 2015 - Present
Leucadia National Corporation October 2011 - September 2015
AlphaGraphics July 2007 - September 2014
Weber School District July 2008 - October 2011
Extensive Networks July 2006 - July 2007
Skills
Cisco Security, Cisco Technologies, VMware Infrastructure, HP Server Hardware, Dell PowerEdge Servers, Network Administration, Cisco Certified, System Administration, Disaster Recovery, Virtualization, Windows Server, Routing Protocols, Cisco Call Manager, SAN, Enterprise Storage, MPLS Networking, Exchange 2010/2007/2003, Cisco VoIP, VMware, Firewalls, Networking, System Deployment, Security, Wireless Networking, WAN, Network Security, Servers, Network Design, VoIP, Citrix, Computer Hardware, Troubleshooting, Active Directory, Cisco IOS, Data Center, LAN-WAN, IT Management, DHCP
Education
Dixie State College 2006 — 2007
Jefferies June 2015 - Present
Dartmouth College August 2013 - Present
Young Filmmakers of Austin January 2008 - Present
GO Mammoth January 2015 - April 2015
Dartmouth Peak Performance, DP2 June 2014 - September 2014
Dartmouth College March 2014 - June 2014
Universidad Torcuato Di Tella January 2014 - April 2014
The William Jewett Tucker Foundation at Dartmouth College March 2013 - March 2013
Salzburg Global Seminar December 2009 - December 2009
American Council of International Studies (ACIS) July 2009 - July 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Social Media, Social Networking, Facebook, Time Management, Team Leadership, Leadership, Photography, Social Media Marketing, Project Management, Negotiation, Public Speaking
Education
Dartmouth College 2012 — 2016
Political Science and Government
Westlake High School 2008 — 2012
High School, Distinguished, 102.353 (100 point scale)
Jefferies July 2014 - Present
Morgan Stanley Wealth Management May 2013 - May 2014
Brown University September 2013 - December 2013
Basin Harbor Club June 2011 - August 2011
Education
Brown University 2010 — 2014
Economics
St. Paul's School 2006 — 2010
Jefferies December 2014 - August 2015
TD June 2013 - November 2014
Graham Windham December 2011 - June 2013
American India Foundation October 2010 - January 2012
The Caucasus Research Resource Centers 2011 - 2011
MediaGlobal 2009 - 2009
United Nations Department of Economic and Social Affairs - NGO Section 2008 - 2008
Skills
International..., Qualitative Research, Research, Program Management, Policy Analysis, Editing, Communication Skills, Engaging Public Speaker, Program Evaluation, Public Policy, Grant Writing, Training, Economics, Nonprofits
Education
University of Oxford 2009 — 2010
Master of Science, Global Governance and Diplomacy, Department of International Development
Brown University 2003 — 2007
Bachelor of Arts, History
Horace Mann School 1999 — 2003
High School Diploma
Jefferies July 2014 - Present
Jefferies June 2013 - June 2014
Jefferies May 2011 - May 2013
JP Morgan July 2009 - May 2011
JP Morgan Chase June 2008 - August 2008
Education
City University of New York City College 2005 — 2009
Bachelor of Engineering (B.Eng.)
Analytic Partners June 2014 - Present
Financial Women's Association June 2013 - August 2013
Kroll May 2013 - August 2013
Futures and Options June 2012 - August 2012
Jefferies July 2010 - August 2010
Deutsche Bank June 2009 - August 2009
Skills
Research, Microsoft Excel, Microsoft Word, PowerPoint, Management, Data Desk, Leadership, Data Analysis, Finance, DonorPro, R, WinBUGS, Economics, Statistics, Spanish
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
Harvard Business School 2013 — 2013
Certificate of Completion, Summer Venture in Management Program
Jefferies September 2014 - November 2014
Haver Analytics April 2013 - September 2014
Northwestern Mutual October 2013 - January 2014
Pace Graduate Finance Club June 2013 - January 2014
Pace Graduate Finance Club January 2013 - June 2013
Carolyn Maloney Campaign August 2012 - November 2012
Eason Wine Liquor June 2009 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Research, Teamwork, Market Research, Financial Modeling, Bloomberg, Industry Research, Bloomberg Terminal, Marketing Strategy, Finance, Management, Economics, Team Leadership, Analysis, Data Analysis, Entrepreneurship, CRM, Valuation, Marketing, Budgets, Leadership, Accounting, Risk Management, Sales
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (MS), Finance-Investment management, 3.6
Baruch College 2009 — 2010
Certificate
Delta Sigma Phi Fraternity January 2014 - Present
Finance Society September 2012 - Present
Shikiar Asset Management June 2015 - August 2015
Jefferies February 2015 - May 2015
J.H. Darbie May 2014 - August 2014
Enactus August 2013 - August 2014
FEGS June 2013 - August 2013
Gabby’s Gourmet Delicatessen May 2013 - August 2013
Cold Spring Harbor LaboratoryCold May 2011 - December 2011
Skills
Financial Modeling, Financial Analysis, Accounting, Financial Accounting, Microsoft Excel, Nonprofits, Budgets, Business Planning, Finance, Leadership, Microsoft Office, Equity Research
Education
Binghamton University 2012 — 2016
Bachelor's degree, Accounting and Finance
Syosset High School
Binghamton University, State University of New York, School of Management
Bachelor of Science, Management; Accounting and Finance
Jefferies 2014 - Present
Education
Cornell University
B.S., Applied Economics and Management (Finance concentration)
Peachtree Ridge
Jefferies May 2015 - July 2015
OnMobile Global January 2013 - May 2014
OnMobile Global January 2012 - December 2012
OnMobile Global September 2010 - December 2011
OnMobile Global August 2009 - August 2010
OnMobile Global August 2008 - July 2009
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2004 — 2008
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering, First Division
Jefferies September 2015 - Present
Binghamton Investment Fund September 2014 - Present
W. P. Carey Inc. June 2015 - August 2015
Dreamfield Ventures July 2014 - January 2015
EY September 2014 - December 2014
Attijariwafa Bank January 2014 - May 2014
Skills
DCF Valuation, Critical Thinking, Microsoft Excel, Research, Finance, Financial Services, Analytics, Presentations, Financial Planning, Investment Banking, Valuation, Management Consulting, Portfolio Management, Mergers & Acquisitions, Consulting
Education
State University of New York at Binghamton 2013 — 2017
Bachelor of Business Administration, Concentration in Finance Minor in Mathematics, 3.95/4.00
Williamsville South High School 2009 — 2013
Advanced Regents Diploma with Honors in Science and Mathematics
WRI Capital Group II, LLC September 2013 - Present
Jefferies 2012 - 2013
Hedge Fund July 2012 - October 2012
Boston College February 2009 - May 2012
Boston Celtics September 2011 - January 2012
Los Angeles Kings May 2011 - September 2011
Skills
Community Outreach, Sports Management, Sports Marketing, Sports, Facebook, Event Planning, Press Releases, Social Media, Event Management, Fundraising, Social Networking, Exceptional public..., Athlete Development, Networking, Microsoft Applications, Program Development, Program Management..., Non-profit Program..., Assisting Executives, Organizational Vision, Human Resources, Faciltation, Biblical Studies, Talent Management, Strategic Planning, Outlook, Public Speaking, Program Management, Nonprofits, Higher Education, Volunteer Management, Recruiting, Community Development, Management, Analysis
Education
Boston College - Carroll School of Management 2008 — 2012
General Management, Concentration Marketing, Sociology
Jefferies July 2014 - Present
Skills
Investment Banking, Private Equity, M&A experience, Mergers, Acquisitions, Business Strategy, Corporate Development, Corporate Finance, Equities, Finance, IPO, Investments, Mergers, Portfolio Management, Strategy
Education
Duke University 1989 — 1993
BA
Jefferies December 2012 - Present
BMO Capital Markets November 2010 - November 2012
Credit Agricole CIB July 2009 - December 2010
Bloomberg LP June 2007 - August 2007
UJA-Federation of New York 2005 - 2006
Skills
Credit Risk, Portfolio Management, Commodities, Energy Industry, Counterparty Risk, Distressed Debt, ISDA, Structured Finance, Fixed Income, Derivatives, FX Options, Capital Markets, Trading, Commodity, Bloomberg, Analysis, Investment Banking, Valuation, Equity Derivatives, Structured Products, Hedge Funds, Credit Derivatives, Hedging
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics/ Political Science
BIOTRONIK 2015 - Present
BIOTRONIK 2013 - 2014
Jefferies 2010 - 2013
Boston Scientific 2006 - 2009
Boston Scientific 2000 - 2006
Boston Scientific 1999 - 2000
SmithKline Beecham 1998 - 1999
SmithKline Beecham 1996 - 1999
Skills
Cardiac, Medical Devices, Market Development, Electrophysiology, Consultative Selling, Market Analysis, Product Launch, Hospitals
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (M.B.A.)
University of New Hampshire 1992 — 1996
BS
McDonogh School 1988 — 1992
High School
Jefferies May 2015 - July 2015
Wells Fargo Insurance Services March 2013 - June 2014
The Surety Association of Georgia January 2012 - June 2014
ACE Group May 2011 - March 2013
Operation New Birmingham May 2009 - July 2009
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Birmingham-Southern College 2007 — 2011
B.A., Political Science, Philosophy, and Economics
Toastmasters International March 2015 - Present
Jefferies 2013 - 2014
Aviva plc March 2012 - December 2012
Aviva Canada September 2010 - February 2012
Aviva Investors August 2011 - November 2011
PricewaterhouseCoopers October 2005 - August 2010
Deloitte, Toronto, Canada November 2003 - September 2005
Ernst&Young December 1995 - January 2000
Skills
IFRS, US GAAP, Internal Controls, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Reporting, Internal Audit, Insurance, Derivatives, Finance, Financial Risk, Technical Accounting, Financial Services, Auditing, Consolidation, SOX, Financial Instruments, External Audit, Valuation, Leadership, Hedge Funds, Financial Statements, Big 4, Assurance, Capital Markets, Financial Analysis, Investments, Coaching, Enterprise Risk..., Financial Audits, Financial Accounting, Corporate Finance, Management, Analytical Skills, IT Audit, Policy, CPA, Asset Management, Managerial Finance, Strategic Financial..., Financial Planning, SEC reporting, Big Four, Communication Skills, Independent Self-starter, accounting policy, COSO, Public Speaking, People Skills
Education
Kansas State University 2000 — 2001
Masters, Economics
Baku State University 1989 — 1994
Bachelor, Mathematics
Jefferies April 2014 - Present
Assurant March 2013 - April 2014
Thomson Reuters September 2011 - March 2013
Thomson Reuters July 2010 - August 2011
iNDELIBLE March 2010 - June 2010
The Advertising Council April 2009 - February 2010
The New York Times January 2008 - May 2008
Skills
Social Media, Corporate Communications, Internal Communications, Digital Marketing, Google Analytics, Marketing, Dreamweaver, Analytics, Content Strategy, Marketing Communications, Advertising, DoubleClick, SharePoint, Omniture, Qualtrics, DART for Advertisers, Eyeblaster, PRtrak, Lyris ListManager, CisionPoint, Quantcast, Hootsuite, Vocus, Jive, HTML, XML, SEO, Management
Education
New York University 2013 — 2014
Certificate, Digital Marketing
City University of New York-Baruch College 2006 — 2008
Bachelor's Degree, Marketing
State of NY Metropolitan Transportation Authority April 2015 - Present
Nassau County EMS Academy March 2015 - Present
Cablevision September 2014 - March 2015
EY April 2014 - September 2014
Peak Systems October 2009 - April 2014
Jefferies August 2013 - December 2013
Lehr Construction Corp April 2007 - April 2010
ION Computer Systems June 2009 - November 2009
AAR CORP. May 2000 - March 2007
Skills
Active Directory, Windows Server, Microsoft Exchange, Windows 7, Technical Support, Security, Networking, Servers, Computer Forensics, Visio, Infrastructure, System Deployment, Help Desk Support, VPN, Computer Hardware, Blackberry, Integration, Network Security, Forensic Analysis, iPhone, Microsoft Office 2007, Android, Windows XP, Windows Server 2003, Forensic Investigations, Video Conferencing, Project Coordination, Windows 7 Migration, Microsoft Project, Microsoft Visio, Digital Photography, EnCase, FTK, Desktop Support, Network Hardware, Infrastructure Projects, Project Implementation, Investigative Reporting, GIAC, Apple iOS, Mobile Device Forensics, SCCM, Endpoint Security, Security Compliance, Windows Sharepoint..., SharePoint, PowerPoint, Blackberry Enterprise..., Unix, iOS
Education
LIU Post 2002 — 2005
BS, Management Information Systems, 3.38
Champlain College 2010 — 2011
Professional Certificate, Computer & Digital Forensics Investigation, 3.75
Nassau Community College 1999 — 2001
A.A.S., Computer Information Systems, 3.67
Jefferies March 2015 - Present
Robert W. Baird & Co. June 2013 - February 2015
KeyBanc Capital Markets December 2010 - June 2013
Mantucket Capital December 2009 - December 2010
FMI September 2009 - November 2009
Wicklund Petroleum Corporation January 2008 - March 2009
The Cypress Group January 2007 - December 2007
SunTrust Bank 2004 - 2006
Skills
Business Valuation, Capital Markets, Capital Structure, Corporate Finance, Credit Analysis, Due Diligence, Equity Capital Markets, Equity Valuation, Finance, Financial Analysis, IPO, LBO, Series 63, Capital IQ, Energy, Mergers, Venture Capital
Education
University of Denver - Daniels College of Business 2009 — 2010
Master of Science, Finance
Rollins College - Crummer Graduate School of Business 2003 — 2004
MBA
Denison University 1998 — 2001
Bachelor of Arts, Economics & English-literature
Canterbury School 1996 — 1997
Deutsche Bank 2010 - 2012
Jefferies 2009 - 2010
Credit Suisse 2007 - 2008
Houlihan Lokey 2003 - 2005
Skills
Private Equity, Leveraged Finance, Investment Banking, Valuation, Recapitalizations, LBO, Restructuring, M&A execution, IPO, Due Diligence, Mergers & Acquisitions, Corporate Finance, Structured Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
M.B.A.
Lehigh University - College of Business and Economics
BS
London School of Economics and Political Science
Episcopal High School
Jefferies March 2013 - Present
Jefferies November 2012 - March 2013
FD Investors September 2012 - November 2012
U.S. Embassy - Ireland February 2011 - March 2011
Barton Creek Resort & Spa June 2007 - August 2009
Skills
Market Research, Financial Analysis, Investments, Strategy, Public Speaking, Valuation, Competitive Analysis, Sales, Finance, Bloomberg, Marketing, Economics, Series 7, Series 63
Education
Tuck School of Business at Dartmouth 2012 — 2012
Business Bridge Program
Dartmouth College 2008 — 2012
Bachelor of Science (BS)
Academy of Liberal & Beaux-Arts 2010 — 2010
Majestic Research May 2008 - December 2009
Prudential Equity Group April 2006 - August 2007
Jefferies March 2001 - February 2005
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Goldman Sachs February 1997 - May 1999
PaineWebber August 1994 - February 1997
Merrill Lynch March 1993 - August 1994
Morgan Stanley August 1991 - March 1993
Northern Business Information (McGraw-Hill) December 1988 - August 1991
Education
Cornell University 1984 — 1988
B.S.
Jefferies May 2015 - Present
Graham Partners May 2014 - August 2014
Newmark Grubb Knight Frank December 2013 - February 2014
Fever Lacrosse Club June 2013 - August 2013
White Manor Country Club June 2012 - August 2013
Skills
LBO, Private Equity, Financial Modeling, Event Management, Event Planning, Spanish, Salesforce.com, Social Networking, Finance, PowerPoint, Mergers & Acquisitions
Education
Brown University 2012 — 2016
Business, Entrepreneurship, and Organizations
The Haverford School 2000 — 2012
3.9/4.0
Four Wood Capital Partners May 2012 - Present
BNP Paribas Investment Partners December 2004 - December 2011
Jefferies August 2003 - November 2004
AIG February 1999 - October 2002
Skills
Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management, Capital Markets, Equities, Investments, Asset Management, Credit Derivatives, Investment Strategies, Derivatives, Structured Products, Investment Banking, Investment Management
Education
State University of New York at Stony Brook 1995 — 1997
Post-Doctoral Fellowship
University of Maryland College Park 1994 — 1995
Post-Doctoral Fellowship
Brock University 1992 — 1994
Post-Doctoral Fellowship
L.D. Landau Institute for Theoretical Physics 1989 — 1991
Visiting Scholar
Kyiv National Taras Shevchenko University
Doctor of Philosophy (Ph.D.), Statistical Physics
Jefferies 2006 - Present
Banc of America Prime Brokerage Services June 1999 - February 2006
Bankers Trust Company 1985 - 1999
Education
Boston University
Jefferies October 2013 - Present
Speyside Equity February 2013 - October 2013
Farfel LLC June 2012 - June 2013
Bank of America Merrill Lynch July 2010 - July 2012
Digital Trowel November 2009 - April 2010
ToolCASE LLC June 2007 - November 2008
John Hancock Life Insurance Company (U.S.A.) May 2008 - August 2008
Skills
Valuation, Financial Modeling, Bloomberg Terminal, Financial Analysis, Bloomberg, Finance, Private Equity, Economics, Investment Banking
Education
Brandeis University 2006 — 2010
Cherry Creek High School
Jefferies June 2013 - August 2013
Accenture January 2010 - July 2012
ExxonMobil August 2008 - December 2009
American Institute of Chemical Engineers May 2007 - December 2009
L'Oreal S.A. May 2007 - August 2007
TerraCycle May 2006 - August 2006
Skills
Management Consulting, Process Engineering, Engineering, Financial Analysis, Analysis, Process Optimization, Energy, Supply Chain Management, Functional Design, Cognos, SQL, Process Improvement, Business Analysis, Project Management, Strategy, Technology, Mergers & Acquisitions, Financial Modeling, Deal Execution, Business Process..., Data Analysis, Valuation, Cross-functional Team..., Business Strategy, Corporate Finance
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Carnegie Mellon University 2004 — 2008
B.S, Chemical Engineering, Biomedical Engineering
Fairport Asset Management March 1987 - Present
Schwab Advisor Services Advisory Board February 2014 - Present
Private Trust Company June 2010 - Present
Asurint-One Source Technology July 2012 - Present
Racing Towards Diversity Magazine June 2009 - Present
Jefferies September 1984 - March 1987
Bordier & Cie June 1982 - November 1982
Baring Asset Management 1981 - 1981
Skills
Strategic Financial..., Investments, Financial Advisory, Wealth Management..., Charitable Gift Planning
Education
Dartmouth College 1979 — 1983
Bachelor of Science (B.S.), Economics and History
Choate 1976 — 1979
High School
Laurel School 1963 — 1976
High School
Ethical Culture Fieldston School July 2013 - Present
Dwight-Englewood School 2009 - Present
Ethical Culture Fieldston School January 2012 - July 2013
Purchase College February 2011 - June 2011
Ramapo College of New Jersey October 2007 - January 2011
The New York Botanical Garden August 2003 - October 2007
Hart Capital Management 2002 - 2003
Okumus Capital 2001 - 2002
Jefferies 2001 - 2001
UBS Investment Bank 1999 - 2000
Skills
Budgeting, Sustainability, Construction, Problem Solving, Strategic Planning, Negotiation, Planning, Customer Relations, Supervisory Skills, Construction Management, Microsoft Office, Compliance, Excel, Operations Management, Word, PowerPoint, Coaching, Contract Management, Customer Service, Contract Negotiation, Procurement, Administration, Emergency Management, Property Management, Facilities Management, Process Improvement, Budgets, Project Planning, Capital Budgeting, Microsoft Excel, Proposal Writing, Program Management, Team Building, Analysis, Process Scheduler, Team Leadership, Leadership Development, Public Speaking, Fundraising, Staff Development, Facilities Operations, Finance, History
Education
Columbia University / CERC 2011 — 2013
Certificate, Conservation and Environmental Sustainability
Pratt Institute 2011 — 2012
Certificate Program, Sustainable Building, Infrastructure Design and Management
Everblue Training Institute 2011 — 2011
Certificate, Professional Energy Manager
Ramapo College of New Jersey 2010 — 2010
DNF Masters of Sustainability Studies, Sustainability
Wake Forest University School of Business 1997 — 1999
MBA, Finance
Drew University 1987 — 1991
B.A., History
Dwight-Englewood School 1983 — 1987
Jefferies December 2014 - Present
Jefferies & Company July 2011 - December 2014
Teach For America May 2010 - April 2011
Bucknell University May 2010 - April 2011
Bucknell Student Government January 2009 - December 2009
Skills
Distressed M&A, Financial Modeling, Valuation, Debt Restructuring, Recapitalizations, Investment Banking, Capital Structure, Special Situations, Leveraged Finance, Chapter 11, Microsoft Excel, Microsoft Office, Corporate Finance, Restructuring, Economics, Research, Capital Markets, Finance, Mergers, Mergers & Acquisitions
Education
Bucknell University 2007 — 2011
BS, Cell Biology & Biochemistry, Economics
Jefferies August 2014 - Present
Goldman Sachs July 2011 - August 2014
Goldman Sachs June 2010 - August 2010
Mizuho Capital Markets Corporation October 2008 - June 2009
Mizuho Capital Markets Corporation June 2008 - October 2008
Skills
Financial Risk, Credit Risk, Bloomberg, Auditing, Access, Internal Audit, Budgets, Account Reconciliation, Financial Modeling, Valuation, Statistics, Capital Markets, Investment Banking, Corporate Finance, Equities, Derivatives, Hedge Funds, Financial Analysis, Databases, Private Equity
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Macaulay Honors College at Baruch College/CUNY 2007 — 2011
Bachelor, Finance and Investments
Jefferies December 2014 - Present
Jefferies & Company, Inc. July 2011 - December 2014
Jefferies & Company, Inc. July 2006 - July 2011
Jefferies & Company January 2005 - July 2006
Jefferies & Company March 2000 - January 2004
Jefferies & Company October 1994 - February 2000
Bankers Trust May 1994 - October 1994
Skills
Trading Systems, SDLC, Data Warehousing, Data Management, Equities, Risk Management, Fixed Income, Capital Markets, Investment Banking, Electronic Trading, Market Data, Integration, Back Office, Trading, Equity Trading, Financial Risk, Securities, Middle Office, Reference Data, Derivatives, Financial Services, Options, Management, Prime Brokerage, Strategy, Business Analysis, Financial Markets, Analysis, Finance, Low Latency, IT Strategy, Vendor Management
Education
City University of New York-College of Staten Island
B.S.E.S, Engineering Science - Mechanical Engineering, Computer Science, Physics
Bramble Hill Capital Management, LLC January 2015 - Present
Werres, Tseng & Co. February 2010 - January 2015
Jefferies June 2008 - January 2010
Education
Boston College 1999 — 2003
Finance
Pingry 1995 — 1999
KPMG US July 2015 - Present
Binghamton June 2013 - Present
Mach Trans October 2011 - Present
NYSSA October 2014 - February 2015
Jefferies January 2014 - May 2014
Binghamton University September 2013 - December 2013
Korean Defense Intelligence Command November 2009 - September 2011
Skills
Translation, Research, Accounting, Financial Accounting, Microsoft Office, Equity Valuation, DCF Valuation, Financial Statement..., Macroeconomics
Education
SUNY Binghamton 2008 — 2015
Accounting and Concentration in Finance, Bachelor of Science (BS)
Jefferies November 2014 - Present
Education
Arizona State University 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Public relations, Mass communications & Media Analysis, 3.87
Seaford High School 2004 — 2008
Advanced Regents Diploma
Colgate January 2013 - October 2014
Jefferies June 2014 - August 2014
Teton Pines Tennis Center November 2009 - January 2013
Jackson Hole Cinemas July 2008 - December 2011
Wyoming Council for International Visitors May 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Facebook, Fundraising, Event Planning, Higher Education, STATA, SAS Programming
Education
Colgate University 2011 — 2015
Bachelor's degree, Mathematical Economics Dual Major and Computer Science Minor
Comvest Partners September 2014 - Present
Jefferies July 2013 - August 2014
Morgan Joseph TriArtisan LLC July 2012 - June 2013
Morgan Creek Capital Management June 2011 - April 2012
Borden Real Estate June 2010 - August 2010
ClearImage June 2010 - August 2010
Skills
Private Equity, Economics, Market Research, Real Estate, Investments, Equity Research, Equity Valuation, Investment Banking, Financial Modeling, Financial Analysis, Restructuring, Debt Restructuring, Corporate Finance, Due Diligence, Valuation, LBO
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Dartmouth College 2006 — 2008
Non-Degree Program
Hanover High School 2005 — 2008
Brighton High School 2004 — 2005
Jefferies February 2012 - Present
TUDOR INVESTMENT CORPORATION July 2013 - 2013
Best Buy December 2007 - December 2011
Skills
Software Installation, Hardware, Information Technology, Operating Systems, Microsoft Office, Software, Microsoft Excel, PowerPoint, Customer Service, Team Leadership, Telecommunications, Windows 7, Business Analysis, Computer Hardware, Networking, Troubleshooting, Time Management, Project Management, Windows
Education
Borough of Manhattan Community College 2014 — 2015
CCNA, CCNA in Information Technology
PER SCHOLAS INSTITUTE FOR TECHNOLOGY 2014 — 2015
CompTIA NETWORK +, CCNA
Interboro Institute 2005 — 2006
Associate's Degree, Security services and management, 3.8 GPA Honor Roll Student
George Washington high school 1994 — 1997
High School Diploma
Jefferies 2015 - 2015
Outrider Management, LLC June 2014 - August 2014
Social Entrepreneur Corps May 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Research, Teamwork, Social Media, Public Speaking, Access
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Economics and Statistics
Harvard Summer School
Jefferies August 2014 - Present
Jefferies May 2013 - August 2013
Taproot Foundation January 2012 - May 2012
Visa July 2010 - March 2012
Safeway January 2009 - July 2010
Blue Shield of California August 2006 - January 2009
Skills
Essbase, Business Analysis, Financial Modeling, Finance, Strategy, SAS, Cross-functional Team..., Analytics, Investment Banking, Corporate Finance, Marketing, Process Improvement, Financial Analysis, Forecasting, Analysis, Competitive Analysis, Valuation
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA), Finance and Operations
University of California, Santa Barbara
Bachelor of Science (B.S.), Mathematical Finance and Statistics
BNY Mellon September 2006 - Present
Jefferies February 2004 - September 2006
New York Mercantile Exchange April 2003 - February 2004
NewView Technologies July 2000 - March 2003
Skills
Trading Systems
Education
Barnard College 2003 — 2006
B.B.A, OPERATIONS MANAGEMEMT/PSYCHOLOGY
Evermark Capital 2013 - Present
Jefferies 2009 - 2013
J.P. Morgan 2008 - 2008
Education
Carnegie Mellon University
BS + BA
Library Journal Magazine July 2015 - Present
PRATT INSTITUTE August 2014 - Present
Lincoln Center for the Performing Arts May 2015 - Present
New York State Office of Parks, Recreation and Historic Preservation May 2015 - August 2015
Jacques Marchais Museum of Tibetan Art April 2014 - April 2015
Historic Richmond Town July 2014 - August 2014
The Archive of Contemporary Music March 2014 - May 2014
New York City Department of Environmental Protection June 2012 - August 2012
Jefferies June 2011 - August 2011
Center for Hearing and Communication October 2009 - December 2009
Skills
Editing, Research, Microsoft Suites, Highly detail oriented, Close Attention to..., Filemaker Pro, Sony Vegas Video, Social Media, HTML, CSS, Adobe Acrobat, WordPress, Tableau, Gephi, LibGuides, Market Access, Libraries, History, Archives, Grant Writing, Microsoft Excel, Microsoft Office, Nonprofits, User Research
Education
Pratt Institute 2014 — 2016
Master's Degree, Library and Information Science
City University of New York-Hunter College 2010 — 2014
Bachelor's Degree, Major: History, Minor: English Literature
Loews Corporation 2011 - Present
Jefferies 2010 - 2011
Moody’s Investors Service 2006 - 2009
UBS Investment Bank 1997 - 2005
Standard & Poor’s Corporation 1986 - 1997
Skills
Fixed Income, Capital Markets, Emerging Markets, Hedge Funds, Credit Risk, Portfolio Management, Asset Management, Investments, International Economics, Macroeconomics, Risk Management, Due Diligence
Education
University of California, Los Angeles
M.A., Economics
Cornell University
A.B., Economics
Jefferies May 2015 - Present
MLV & Co June 2012 - March 2015
Jefferies & Company July 2010 - June 2012
Macquarie Securities May 2009 - June 2010
UBS Investment Bank April 2007 - April 2009
Skills
Financial Modeling, Investments, Bloomberg, Equity Research, Real Estate, Excel, Word, PowerPoint, Visual Basic, Bloomberg Terminal, Capital IQ, Factset, Equities, Analysis, Valuation, Economics, Financial Analysis, Commercial Real Estate
Education
Brigham Young University - Idaho 2002 — 2007
BS, Economics
Jefferies September 2015 - Present
Cigna June 2015 - August 2015
PwC Scholars Program February 2015 - April 2015
Van Patten Golf Club May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Public Speaking, Microsoft Office, Teamwork, Event Planning, Social Media, Research, Customer Service, Management, Accounting, Finance
Education
Binghamton University - School of Management 2013 — 2017
Bachelor's Degree, BS in Finance, Minor in Economics
Shenendehowa High School 2010 — 2013
High School
Jefferies May 2015 - August 2015
Bowdoin College September 2014 - February 2015
Keefe, Bruyette & Woods (A Stifel Company) June 2014 - August 2014
CSSU May 2012 - June 2014
Education
Bowdoin College 2012 — 2016
Bachelor's degree, Economics and Mathematics, 3.84 GPA
The Taft School 2011 — 2012
89% Average
Jefferies June 2015 - Present
BB&T Capital Markets June 2014 - July 2015
Columbia University September 2013 - May 2014
BB&T Capital Markets June 2013 - August 2013
Campbell and Company May 2012 - September 2012
National Institute on Aging (NIA) June 2009 - September 2009
National Institute on Aging (NIA) June 2008 - September 2008
Skills
Valuation, Mergers & Acquisitions, Financial Economics, HTML, Java, Computer Science, PowerPoint, Microsoft Word, Microsoft Office, Matlab, Microsoft Excel, SQL, PHP, Stata, Data Analysis, Automotive, Financial Analysis, Financial Modeling, Competitive Analysis
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
River Hill High School 2006 — 2010
High School Diploma, High School
Jefferies July 2015 - August 2015
NOLS - National Outdoor Leadership School July 2014 - August 2014
NYSSCPA July 2014 - July 2014
Skills
Mathematics, Grammar, Tutoring, Microsoft Word, Creative Writing, Public Speaking, Leadership, Teamwork, Debate, Fundraising, Teaching, Critical Thinking, Program Development, Spanish
Education
Brown University 2015 — 2019
Bachelor’s Degree, 1st Year
Academy of Finance and Enterprise 2011 — 2015
High School, Business
Penton October 2012 - Present
GreenCrest Capital LLC March 2011 - September 2012
Evercore Partners July 2010 - March 2011
Jefferies August 2007 - July 2010
MESA Securities August 2006 - August 2007
UBS Investment Bank February 2004 - August 2006
TSX Group May 2002 - February 2004
Skills
Social Media, Investment Banking, Venture Capital, Equities, Equity Research, Financial Modeling, Corporate Finance, Corporate Development, Valuation, Capital Markets, Investor Relations, Financial Analysis, Investments, Business Valuation, DCF, Start-ups, Strategic Consulting, Finance, Strategy, Digital Media
Education
Columbia University - Columbia Business School
MBA
McGill University
Bachelor of Commerce
Jefferies January 2015 - Present
EXPRESS October 2014 - March 2015
Freelancer March 2011 - January 2015
Pace University January 2012 - November 2014
Jefferies LLC May 2014 - August 2014
Sirius XM Radio Inc. January 2014 - May 2014
Marc Jacobs January 2014 - May 2014
Bad Boy Entertainment September 2013 - January 2014
Supreme Court of New York City June 2013 - August 2013
Aronsons Inc. August 2012 - May 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Budgets, Strategic Planning, Research, Windows, Public Speaking, Negotiation, Teaching, Photoshop, pub, Microsoft Publisher, Recruiting, Human Resources, Program Management, Event Management, Project Planning, Training, Interviews, Accounting, Event Planning, Social Networking, Time Management, Finance, Access, Invoicing, Teamwork, Data Entry, Facebook, Administration, Social Media, Fundraising, Analysis, Nonprofits, Editing, Social Media Marketing, Team Building, Marketing, Public Relations, Leadership Development, Higher Education, Sales, Community Outreach, Administrative..., Organizational...
Education
Pace University 2012 — 2014
Bachelor's Degree, Business Management & Finance
Borough of Manhattan Community College 2011 — 2012
Associate of Arts (AA), Business Administration and Management, General
Jefferies July 2015 - Present
Drizly January 2014 - Present
ONEHOPE November 2013 - Present
Fashion Project November 2013 - August 2015
Abundance Partners, LLC March 2010 - June 2015
Spruce Point Capital Management November 2008 - December 2011
Skills
Equities, Investments, Portfolio Management, Hedge Funds, Trading, Mutual Funds, Private Equity, Alternative Investments, Options, Fixed Income, Asset Managment, Securities, Fund Of Funds, Capital Markets, Institutional..., Venture Capital, Early-stage Startups, Investment Management, Financial Risk, Equity Valuation, Asset Management
Education
Bates College 1998 — 2002
BA. Politics/Economics, International Relations, Economics
University of London 2001 — 2001
International Political Economy, History
Jefferies June 2015 - Present
Bowdoin College May 2014 - May 2015
Bowdoin College September 2011 - May 2015
UBS Wealth Management June 2014 - August 2014
Bowdoin College March 2013 - May 2014
Meals for Others July 2013 - August 2013
Bowdoin College September 2012 - May 2013
On Thin Ice May 2012 - August 2012
Skills
Business Strategy, Strategic Planning, Marketing Strategy, New Business Development, Sales Management, Entrepreneurship, Business Planning, Start-ups, Budgets, Sales, Management, Contract Negotiation, Public Speaking, Social Media
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (B.A.), Major: Economics, Minor: Math
Oaks Christian High School 2007 — 2011
High School Diploma
Jefferies July 2015 - Present
Shields & Company January 2014 - May 2015
Oyster Harbors Club June 2007 - August 2014
United States Senator Scott P. Brown (R-MA) August 2010 - September 2010
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance, Global Perspectives, Senior
Universitat Autònoma de Barcelona 2013 — 2013
International/Global Studies & International Finance
Portsmouth Abbey School 2007 — 2011
Jefferies May 2015 - July 2015
SAE Institute August 2014 - December 2014
Beneficial Financial Group January 2014 - December 2014
Skills
Financial Analysis, Microsoft Excel, Customer Service, Research, Microsoft Word, PowerPoint, Microsoft Office, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Modeling
Education
Brigham Young University 2010 — 2016
Bachelor's Degree, Finance, Investment Banking
Jefferies June 2015 - Present
Tartan Student Fund September 2014 - Present
Bulls and Bears Press September 2014 - Present
3Play Media May 2014 - July 2014
Student Undergraduate Research in Economics (SURE) September 2012 - September 2013
Skills
Stata, R, Matlab, Microsoft Office, Microsoft Excel, Python, Statistics
Education
Carnegie Mellon University 2012 — 2016
Bachelor of Science (BS), Economics and Statistics
The London School of Economics and Political Science (LSE)
Bachelor's Degree, Accounting and Finance
Jefferies June 2015 - Present
The Alinea Group October 2013 - March 2014
University of Chicago June 2011 - December 2013
Siris Capital Group June 2013 - September 2013
BOKA Restaurant Group March 2013 - May 2013
Morningstar February 2012 - September 2012
Skills
French, Mandarin, Social Media, Analysis, Research, Management, Microsoft Office, Qualitative Research, Corporate Finance, Statistics, Data Analysis, SPSS
Education
University of Chicago 2010 — 2014
B.A., Linguistics, 3.7
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (M.Sc.), Finance
Ravenswood School for Girls 2004 — 2009
International Baccalaureate Diploma
Jefferies May 2015 - Present
Bucknell University September 2013 - Present
MyNetwork LLC May 2014 - August 2014
Seaside Park Beach Control May 2012 - August 2013
Skills
PowerPoint, Event Planning, Facebook, Italian languages, IFRS, Data Analysis, Spanish, Leadership, Microsoft Excel
Education
Bucknell University 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A ), Global Manangement
Jefferies May 2015 - Present
Intelligent Edge Advisors June 2014 - August 2014
Waterfront MGMT May 2013 - September 2013
Skills
Student Athlete, Lacrosse, Economics, Economic Research, Valuation, Financial Modeling, Financial Analysis, Financial Markets, Statistics, Investment Banking
Education
Bates College 2012 — 2016
Bachelor's degree, Economics
Delbarton School 2006 — 2012
Jefferies July 2015 - Present
Jefferies LLC May 2014 - August 2014
Garrison Investment Group May 2013 - August 2013
Amherst Youth Board Summer Camp June 2010 - August 2012
Skills
Microsoft Excel, Presentations, PowerPoint, Public Speaking, Accounting, Microsoft Office, Microsoft Word, Access, Customer Service, Financial Analysis, Research, Teamwork, Outlook, Financial Accounting, Social Media, Data Analysis, Event Planning, Auditing, Photoshop, Budgets, HTML, Leadership, Facebook, Financial Modeling, Investments, Account Reconciliation, Private Equity, Financial Reporting, Analysis
Education
Binghamton University 2011 — 2015
Bachelor of Science (BS), Finance and German
RBC Capital Markets December 2014 - Present
Jefferies April 2013 - October 2014
Credit Suisse August 2011 - April 2013
Wells Fargo Securities May 2010 - July 2011
Skills
Financial Analysis, Credit Analysis, Capital Markets, Investment Banking, Leveraged Finance, Debt Restructuring, Mergers & Acquisitions, Restructuring, LBO, Corporate Finance, Financial Modeling, Due Diligence, Finance, Private Equity
Education
The College of William and Mary 2005 — 2009
B.A., Economics, Finance
CERGE-EI 2007 — 2007
Economics Study Abroad Program
Jefferies May 2015 - July 2015
The Presidio Group LLC September 2014 - February 2015
US Capital Partners June 2014 - August 2014
Delta Sigma Phi Gamma Sigma Chapter January 2013 - January 2014
Morgan Stanley June 2012 - August 2012
Skills
Leadership, Financial Analysis, Equities, Statistics, Financial Services, Economics, Financial Modeling, Mergers & Acquisitions, Finance, Microsoft Office, Corporate Finance, Stata, Start-ups, Research, Public Speaking, Analytics, Microsoft Excel, R, Gretl, Investment Banking
Education
Claremont McKenna College 2015 — 2016
Master's Degree, Finance
University of California, Davis 2010 — 2014
Bachelor’s Degree, Economics
Miramonte High Scool 2006 — 2010
Jefferies May 2015 - July 2015
KeyBanc Capital Markets May 2014 - August 2014
Ballastshop.com May 2012 - November 2013
Ziegler August 2013 - August 2013
Tucker Ellis LLP May 2013 - July 2013
5 Star Valet April 2011 - March 2013
Education
Boston College 2012 — 2016
Accounting and Finance
St. Ignatius High School 2008 — 2012
High School Diploma
Group One Trading, LP April 2015 - Present
Options Clearing Corporation (OCC) March 2013 - April 2015
UBS March 2012 - March 2013
Jefferies & Company July 2010 - August 2010
Jefferies June 2010 - July 2010
Skills
Microsoft Office, Financial Audits, Relationship Management, Negotiation, Wealth Management..., Finance, Corporate Finance, Options, Accounting, Bloomberg Terminal, Time Management, Financial Modeling, Investment Banking, Leadership
Education
DePaul University 2012 — 2015
Finance
Lee Hecht Harrison May 2015 - Present
Executive Networks June 2014 - Present
Lee Hecht Harrison January 2014 - Present
Transformational Leadership and Coaching, LLC March 2013 - Present
Novartis Consumer Health November 2011 - February 2013
Novartis Pharmaceuticals May 2009 - November 2011
Novartis Oncology September 2006 - May 2009
Sterling National Bank (formerly Provident Bank New York) 2003 - 2006
Deutsche Bank 1999 - 2003
Jefferies 1997 - 1999
Skills
Talent Management, Talent Assessment, Talent Acquisition, Organizational Change, Innovation, Leadership Development, Organizational..., Vendor Management, Outsourcing, Executive Coaching, Change Management, Incentive Programs, Executive Search, Organizational Design, Training, Human Resources, Employee Engagement, Recruiting, Sourcing, Strategy, Succession Planning, Mergers & Acquisitions, Performance Management, Personnel Management, Organizational..., Employee Benefits, Executive Management, HR Policies, Career Development, Management, Leadership, Coaching, Team Building, Consulting, Onboarding, Employer Branding, Strategic Planning, Program Management, Deferred Compensation, Hiring, HR Consulting, Workforce Planning, HRIS, Workshop Facilitation, Culture Change, Applicant Tracking..., Interviews, Temporary Placement, Employee Relations, Technical Recruiting
Education
New York University 1988 — 1990
MA, Education & Business
Columbia University Teachers College 2012 — 2013
Executive Coach Certification, Teacher's College, Executive Coaching
City University of New York 1980 — 1982
B.S., Communication and Media Studies
Parsons School of Design 1984 — 1986
Associate of Arts (A.A.), Communication and Media Studies, summa cum laude
Jefferies May 2015 - August 2015
Consilium Partners March 2014 - November 2014
State Street Corporation July 2013 - August 2013
Fresh Bites, Inc November 2012 - May 2013
PwC October 2012 - November 2012
Education
Babson College 2012 — 2016
Bachelor's Degree, Computational and Mathematical Finance & Quantitative Methods, Honors
Chelmsford High School 2008 — 2012
High School Diploma
BlackRock June 2015 - Present
Jefferies July 2014 - Present
Boston College Campus School September 2011 - Present
Jefferies & Company May 2013 - August 2013
A.A. Reps In.c June 2012 - August 2012
Ann Taylor Loft June 2011 - August 2011
Law Office of Bank, Seymour, & Hashmall, June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Research, English, Social Media, Public Speaking, Human Resources, Time Management, Employee Relations, Team Leadership, Leadership
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Applied Psychology and Human Development, 3.9
North Salem High School 2006 — 2010
Graduated Top 5% of Class
Zrii January 2012 - Present
Goldman Sachs February 2007 - June 2008
Jefferies 2005 - January 2007
Skills
Brand Management, Corporate Branding, Branding & Identity, Product Marketing, Product Launch, Product Development, Marketing Communications, Corporate Communications, Message Development, Messaging, Project Management, Management, Social Media Marketing, Endorsements
Education
University of California, Los Angeles 2008 — 2010
Master of Arts (M.A.), Health/Medical Psychology, A
Dartmouth College 1999 — 2003
Bachelor of Arts (B.A.), Psychology, A
Jefferies April 2014 - July 2015
IntercontinentalExchange, Inc. June 2008 - December 2013
New York Board of Trade June 2005 - January 2007
Fiserv Securities, Inc. September 2004 - March 2005
FSG Trading May 2002 - September 2002
Skills
Trading, Fixed Income, Derivatives, Equities, Bloomberg, SMARTS, Commodity Markets, Compliance, Trade Operations, Reuters, Surveillance, Risk Management, Technical Support, Technology, Futures, Electronics, Microsoft Excel
Education
Drexel University 2002 — 2007
Bachelor of Science (BS), Finance
Glen Ridge High School 1998 — 2002
Jefferies November 2014 - Present
First Protocol at Goldman Sachs May 2013 - November 2014
Credit Agricole Cheuvreux February 2013 - April 2013
Credit Agricole Cheuvreux June 2010 - January 2013
Credit Agricole Cheuvreux December 2009 - January 2010
Enterprise Rent A Car June 2009 - August 2009
ARINC, Inc January 2007 - January 2009
Skills
Microsoft Office, Lotus Notes, Adobe Acrobat, OS X, Browsers, Marketing Communications, Events Coordination, Adobe Reader /..., Mac OS X, Internet Browsers, Highly skilled in..., Proven record for..., Provide efficient..., Administrative..., Administrative..., Budgets, Event Planning, Management, Sales
Education
University at Albany, State University of New York 2006 — 2010
Bachelor of Arts, Rhetoric and Communication
American InterContinental University
Jefferies 2014 - Present
Macquarie Bank 2009 - 2014
Bank of America Merrill Lynch 2008 - 2009
Bear Stearns 2006 - 2008
Oracle Corporation 2005 - 2006
Novell, Inc. 2002 - 2005
Education
Columbia University
BA, Computer Science, Pre-Medicine
Jefferies May 2015 - Present
VTB July 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - July 2014
Skills
Financial Analysis, Management, Project Management, Bloomberg Terminal, Bloomberg, @Risk, Palisades Decision Tools, Research, Capital IQ, Thompson One, Public Speaking, Microsoft Office, Microsoft Excel, Financial Modeling, Access, Risk Management
Education
Babson College 2012 — 2016
Bachelor's degree, Finance, General
Peddie School 2009 — 2012
High School
Jefferies August 2015 - Present
Columbia Business School September 2013 - May 2015
Jefferies LLC May 2014 - August 2014
AXION energy October 2012 - June 2013
ExxonMobil October 2011 - September 2012
ExxonMobil April 2009 - September 2011
ExxonMobil December 2007 - March 2009
Skills
Energy, Downstream Oil & Gas, Negotiation, Petroleum, Business Strategy, Lubricants, Refinery, Valuation, Financial Modeling, Analysis, Oil/Gas, Investment Banking, Pricing, Sales, Gas, Engineering, New Business Development, Corporate Finance
Education
Columbia University - Columbia Business School 2013 — 2015
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2002 — 2007
Industrial Engineering
Universita Degli Studi di Parma 2006 — 2006
Exchange Program, Industrial Engineer
Catterton April 2006 - Present
Jefferies August 2005 - April 2006
Korn Ferry May 2002 - June 2005
KPMG US July 2000 - May 2002
Global Managers Insurance Co. January 1999 - July 2000
Reliance National Insurance Co July 1997 - January 1999
Skills
Skilled Multi-tasker, Executive Support, Organization Skills, Administrative..., Microsoft Office, Travel Arrangements, Budget Management, Recruiting, Documentation, Marketing
Education
Central Connecticut State University 1992 — 1996
Bachelor of Arts (BA), Communications with PR concentration, Minor in Psychology
Commonwealth Bank June 2015 - Present
Cablevision June 2014 - Present
Jefferies August 2014 - August 2014
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Windows, English
Education
Dickinson College 2012 — 2016
Policy Management
Harborfields High School 2008 — 2012
High School, Business/Commerce, General
BMO Capital Markets March 2011 - Present
Jefferies April 2005 - March 2010
Education
Colby-Sawyer College 1999 — 2003
Bachelor’s Degree, Communityand Environmental Studies
Jefferies September 2014 - January 2015
Millward Brown June 2014 - August 2014
HWSensors December 2013 - January 2014
IQTELL.COM LLC June 2013 - October 2013
Skills
HTML 5, AngularJS, JSON, Web Development, JavaScript, Node.js, Java, jQuery, HTML5, CSS3, CSS, User Interface Design, Photoshop, HTML, Web Applications, Software Engineering, Databases, Microsoft Office
Education
Carnegie Mellon University 2015 — 2019
Bachelor of Science (B.S.), Electrical and Computer Engineering
Brookdale Community College 2011 — 2015
High Technology High School 2011 — 2015
Engineering
Jefferies July 2014 - Present
Nomura December 2011 - December 2012
WAN Solutions May 2009 - December 2011
UBS Investment Bank January 2009 - May 2009
Axis Capital August 2007 - November 2008
UBS Investment Bank April 2005 - July 2007
TD Securities January 2002 - February 2005
Mimeo.com October 1999 - November 2001
Merrill Lynch August 1998 - October 1999
Skills
Active Directory, Windows Server, VMware, Disaster Recovery, IIS, Microsoft Exchange
Education
Cornell University 1994 — 1998
Bachelor of Science
Suffern High School 1990 — 1994
Jefferies June 2006 - Present
Flextrade Systems May 2003 - May 2006
Rosenblatt Securities 2002 - 2003
Avenue A Razorfish 1998 - 2001
Skills
Electronic Trading, Trading Systems, Equity Trading, Equities, Trading System, Trading, Financial Markets, Capital Markets, Hedge Funds, Quantitative Finance, Portfolio Management, Quantitative Analytics, Series 7, Financial Modeling, Valuation, Series 63, Investments, High Frequency Trading, Securities Lending, Portfolio Optimization, Hedging, Equity Research, Trading Strategies, Currency, Alternative Investments
Education
Carnegie Mellon University 1998 — 2002
BS, Cognitive Science, Computer Science, Business Administration
Jefferies February 2015 - Present
UBS Investment Bank April 2012 - Present
Nexar Capital (now UBP Asset Management) January 2010 - May 2012
La Fayette Management USA, Inc. April 2007 - September 2009
RBC Capital Markets February 2003 - March 2007
Education
State University of New York at Binghamton 1998 — 2002
BS, Business Administration
Jefferies Senior Developer / System ArchitectFox-Pitt, Kelton Inc.May 1998 - March 2007
Education
Barnard College 1998 — 2000
JPMorgan Chase March 2011 - Present
JPMorgan Chase March 2011 - July 2011
Jefferies & Company 2008 - 2011
Jefferies 2007 - 2009
Lava Trading 2004 - 2008
Lava Trading September 1999 - October 2006
Skills
Trading Systems, Equities, SDLC, Electronic Trading, Capital Markets, Business Analysis, Market Data, Quality Assurance, Exchange Connectivity, User Acceptance Testing, Management, Vendor Management, Equity Trading, Sybase, Derivatives, Trading, Fixed Income, Financial Markets
Education
Bangladesh University of Engineering and Technology 1984 — 1990
Jefferies May 2010 - Present
Deloitte & Touche 2008 - May 2010
Deloitte January 2005 - February 2008
Education
Boston University Questrom School of Business 2001 — 2005
Jefferies September 2012 - Present
Jefferies & Company June 2011 - August 2012
Prudential 1997 - 2011
Skills
Trading Systems, SDLC, Business Analysis, Disaster Recovery, IT Management, SQL, Vendor Management, Troubleshooting, Risk Management, Data Center, Visio, IT Service Management, Electronic Trading, Market Data, Derivatives, Fixed Income, Equities
Education
City University of New York-Baruch College
BA, Computer Information Systems
Jefferies July 2015 - Present
Jefferies LLC May 2014 - Present
Cambridge Associates L.L.C March 2010 - May 2013
Cambridge Associates L.L.C June 2008 - February 2010
Waddell & Reed April 2007 - August 2007
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Finance, Strategy
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance
Blessed Trinity 2000 — 2004
jefferies November 2004 - Present
Citi September 1998 - January 2004
Education
Central Michigan University 1993 — 1997
Bachelor of Science (BS), Accounting and Finance, Cum laude
Jefferies December 2014 - September 2015
VALCOR Advisors, LLC 2010 - 2013
Commerce Energy 2008 - 2009
A.G. Edwards 2007 - 2008
Huron Consulting Group 2005 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Finance, Mergers & Acquisitions, Financial Analysis, Business Development, Investment Banking, Corporate Finance, Business Valuation, Restructuring, Equities, Investments, LBO, Analysis, Private Equity, Accounting, Modeling, Financial Reporting, Internal Controls, Credit, Microsoft Excel, Mergers, Energy, DCF, Cash Flow, Derivatives, Financial Markets, Acquisitions, Investment, Private Placements, Chartered Financial..., Divestitures, Management, Strategic Planning, Electric Power, Renewable Energy, Natural Gas, Leadership, Oil & Gas, Strategy
Education
Cornell University 2013 — 2014
Master of Business Administration (MBA), Finance, General
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2005
Masters, Finance
University of Kansas 1999 — 2004
Bachelor of Science, Business & Accounting
Offset Renewables April 2014 - Present
Jefferies September 2007 - March 2014
PNC Financial Services May 2006 - May 2007
Skills
Risk Management, Equities, Foreign Exchange, Fixed Income, Commodity Risk..., Derivatives, Financial Modeling, Valuation, Options, Asset Management, Risk Metrics, VBA, SQL, Bloomberg, Commodity
Education
Carnegie Mellon University 2003 — 2007
Bachelors, Mathematics, Economics, Computational Finance
Hynes Capital January 2002 - Present
Hastings Equity Partners, LLC March 2003 - August 2007
State Street Global Advisors December 1988 - December 2001
Jefferies 1983 - 1988
Skills
Private Equity, Alternative Investments, Portfolio Management, Investments, Series 7, Fixed Income, Hedge Funds, Asset Management, Equities, Valuation, Asset Managment, Investment Banking, Capital Markets, Investment Strategies, Investment Management
Education
Columbia University - Columbia Business School 1972 — 1974
MBA, Finance
University of Southern California - Marshall School of Business 1968 — 1972
Jefferies August 2015 - Present
Standard General LP June 2013 - June 2015
Ernst & Young January 2012 - June 2013
The Blackstone Group June 2009 - August 2009
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Accountancy
Western New England University 2011 — 2012
Master of Science (M.S.), Accountancy
Morgan Stanley September 2014 - Present
Societe Generale June 2013 - September 2014
Jefferies April 2007 - December 2008
Citigroup July 1993 - March 2007
Citigroup 1993 - 2000
Skills
Leveraged Finance, Loans, Asset Based Lending, Mezzanine, Loan Origination, Loan Structuring, Underwriting, Portfolio Management, Credit Portfolio..., Credit Analysis, Credit Risk, Credit, Loan Modifications, Debt Restructuring, Restructuring, Workout, Risk Management, Syndications, Due Diligence, Financial Analysis, Financial Modeling, Corporate Finance, LBO, Commercial Banking, Financial Statement..., Financial Risk, Banking, Relationship Management, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Drexel University 1985 — 1990
BS, Commerce & Engineering - Finance & Accounting
Jefferies October 2014 - Present
Morgan Stanley September 2005 - October 2014
Skills
Fixed Income, Capital Markets, Hedge Funds, Financial Modeling, Investments, Valuation, Derivatives, Alternative Investments, Asset Management
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-Newark 1996 — 2000
Bachelor of Science (BS), Biochemical Engineering
Jefferies November 2010 - Present
J.P. Morgan Futures July 2006 - January 2010
Cargill August 1998 - July 2006
Skills
FX trading, FX Swaps, FX Derivatives, FX Spot, FX Operations, FX Options, OTC, Futures, Futures Trading, Currency Futures, Prime Brokerage, Commodity Markets
Education
DePaul University
B.S., Accounting, Minor in Finance
LoanCore Capital / Jefferies LoanCore April 2011 - Present
Jefferies January 2010 - April 2011
WTP Advisors January 2009 - January 2010
Credit Suisse June 2008 - December 2008
Credit Suisse June 2007 - August 2007
RBS Greenwich Capital June 2006 - August 2006
Education
College of the Holy Cross 2004 — 2008
BA, Economics
Jefferies Team LeaderMcKinsey & CompanyDecember 1992 - June 2001
Education
California Institute of the Arts 1990 — 1992
MFA
Southern Methodist University 1986 — 1990
BFA
Jefferies August 2015 - Present
Jefferies June 2014 - August 2014
Guggenheim Partners November 2010 - May 2013
Evalueserve January 2009 - October 2010
Evalueserve August 2007 - December 2008
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Investments, Due Diligence, Equity Valuation, Bloomberg, Investment Banking, Private Equity, Equities, DCF, Data Analysis, Corporate Finance, Venture Capital, Capital Markets, Industry Research, Telecommunications
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Indian Institute of Technology, Kanpur 2003 — 2007
B.Tech, Civil Engineering
Delhi Public School - R. K. Puram
Silk Invest June 2013 - Present
Jefferies 2006 - December 2012
Jefferies International Ltd 2001 - 2006
Jefferies & Company 1990 - 2001
Cresvale International 1989 - 1990
Donaldson, Lufkin & Jenrette 1987 - 1989
Skills
Fixed Income, Valuation, Prime Brokerage, Financial Markets, Investment Banking, Equities, Trading, Hedge Funds, Securities, Investments, Private Equity, Capital Markets, Derivatives, Asset Management, Equity Trading, Financial Risk, Securitization, Financial Services, Alternative Investments, Equity Research
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance/International
University of Rochester 1976 — 1980
BA, European History
The Hebrew University
The Hebrew University
Citadel Investment Group May 2007 - Present
Jefferies 2006 - 2007
Goldman Sachs 2002 - 2006
Goldman Sachs 2000 - 2002
Goldman Sachs 1999 - 2000
Salomon Brothers 1997 - 1999
Salomon Brothers 1997 - 1999
Salomon Brothers 1997 - 1999
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Management with minor in Art History
New York University
Continuing Education - Facilities Management, Facilities Planning and Management, Certification in Facilities Management
Jefferies June 2014 - Present
Jefferies April 2010 - May 2014
NYC Department of Education March 2009 - March 2010
Bear Stearns / J.P. Morgan April 2007 - February 2009
Citigroup May 2004 - April 2007
CIBC World Markets July 1998 - February 2003
Skills
Investment Banking, Corporate Finance, Mergers, Acquisitions, Leveraged Finance, Business Development, Financial Modeling, Media, Telecommunications, Digital Media, Information Services, Marketing Services, Mergers & Acquisitions, Corporate Development, Private Equity, Valuation, Marketing, Capital Markets, Venture Capital
Education
Binghamton University - School of Management
BS, Finance
BlackRock March 2014 - Present
Jefferies June 2010 - May 2013
Wedbush Morgan Securities April 2009 - June 2010
Merrill Lynch 2001 - 2008
Skills
Series 7, Equities, Equity Research, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Series 63, Securities, Investment Banking, Investments, Valuation, Alternative Investments, Portfolio Management, Financial Modeling, Asset Management, Equity Trading
Education
Bentley College
Old Dominion University
jefferies January 2007 - Present
CIBC World Markets January 2004 - January 2007
Bank of America January 2001 - January 2004
CS First Boston 1996 - 2001
Credit Suisse 1996 - 2001
Skills
Sell Side, High Yield, Special Situations, Capital Markets, Equities, Trading, Private Equity
Education
Columbia Business School 1990 — 1992
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Harvard College 1982 — 1986
Bachelor's degree, American History
Jefferies May 2015 - Present
UPMC February 2014 - May 2015
UPMC August 2012 - February 2014
McKesson September 2011 - July 2012
UPMC May 2011 - September 2011
UPMC February 2010 - May 2011
UPMC December 2008 - February 2010
UPMC December 2006 - December 2008
UPMC August 2005 - December 2006
Skills
Healthcare Information..., Revenue Cycle, Financial Analysis, Investment Banking, Healthcare, Healthcare Management
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2016
Master of Business Administration (MBA)
University of Pittsburgh 2009 — 2011
MPA, Public/Nonprofit Management
University of Pittsburgh 2003 — 2008
B.S., Finance
Jefferies February 2015 - Present
PIMCO January 2011 - January 2015
Core Staffing Services Inc. July 2010 - December 2010
New York Life Insurance Company June 2009 - June 2010
Bear Stearns, & Co. Inc. February 2006 - August 2008
Skills
Wealth Management, Equities, Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Customer Service, Microsoft Excel, Outlook, Microsoft Office
Education
State University of New York at Binghamton 1997 — 2002
Bachelor's Degree, Philosophy, Politics, and Law
Hunter College 1996 — 1997
Brooklyn Technical High School 1992 — 1996
High School
Touro College Jacob D. Fuchsberg Law Center
H&R Block December 2014 - April 2015
UBS August 2012 - April 2014
New York Stock Exchange November 2011 - May 2012
Jefferies August 2009 - April 2011
Deutsche Bank January 2005 - July 2009
Weiss, Peck & Greer January 2000 - January 2005
Dean Witter Reynolds Inc. 2000 - 2000
Lewco Securities Corp January 1994 - December 1999
Skills
Securities, Mutual Funds, Equities, Bloomberg, Derivatives, Fixed Income, Investments, Bonds, Asset Management, Banking, Financial Markets, Financial Services, Risk Management, Analysis, Capital Markets, Portfolio Management, Finance
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BA, Finance
Baruch College
Bachelors, Finance
Millennium Management June 2015 - Present
Jefferies August 2013 - May 2015
Citi April 2009 - October 2012
AB September 2006 - November 2008
Education
Columbia University in the City of New York
Bachelor's degree, Bioengineering and Biomedical Engineering
Jefferies August 2015 - Present
Jefferies LLC May 2014 - August 2014
Zynga 2011 - 2013
eBay 2009 - 2011
Ernst & Young 2007 - 2009
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Toronto - Rotman School of Management 2003 — 2007
Bachelor of Commerce (B.Com.), Finance, Accounting, Economics
Jefferies February 2015 - Present
Arrow Electronics June 2012 - February 2015
Arrow Electronics September 2007 - June 2012
Arrow Electronics June 2007 - September 2007
Skills
Data Analytics, SQL, Audit Command Language, Accounting, Programming, IT Audit, Internal Audit, VBA, Internal Controls, SOX 404, Access Database, Microsoft Excel, ERP, Auditing, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Forecasting, Finance, GAAP, Access, Process Improvement, Financial Analysis, Business Process
Education
Saint John's University - Peter J. Tobin College of Business
Master of Business Administration (MBA), Accounting
State University of New York at Binghamton
BS, Computer Science
UW Professional & Continuing Education
Certificate, Data Science
Jefferies December 2014 - Present
Jefferies May 2014 - December 2014
J.P. Morgan July 2011 - May 2014
Merrill Lynch June 2007 - June 2009
Merrill Lynch January 2008 - June 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Equity Research, Equities, Capital Markets, Hedge Funds, Bloomberg, DCF, Investments, LBO, Emerging Markets, Private Equity, Fixed Income, Due Diligence, Derivatives
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, Strategy
Davidson College 2003 — 2007
Bachelor of Arts, Economics and Applied Math
Achimota School 2000 — 2002
Hedge Fund 2013 - Present
Jefferies 2013 - 2013
Wells Fargo 2012 - 2013
Kohl's Department Stores 2012 - 2012
Wells Fargo 2011 - 2012
University of Maryland Eastern Shore 2010 - 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Research
Education
University of Maryland Eastern Shore 2009 — 2010
Master's degree, Computer Science
Acharya Nagarjuna University 2005 — 2009
Bachelor's degree, Information Technology
Jefferies December 2014 - Present
Jefferies & Company August 2012 - December 2014
Harvard University August 2011 - May 2012
Committee on Capital Markets Regulation August 2009 - May 2010
Federal Reserve Board September 2007 - June 2009
D. E. Shaw & Co. 2006 - 2007
Education
Harvard University 2009 — 2012
J.D.
Cornell University 2002 — 2006
Jefferies January 2015 - Present
Credit Suisse May 2006 - December 2014
Jefferies Asset Management 2005 - 2006
Lehman Brothers 1999 - 2005
Goldman Sachs 1994 - 1997
KPMG 1991 - 1994
Skills
Oil/Gas, Commodities, Equities, Energy, Portfolio Management
Education
Bucknell University 1987 — 1991
BSBA, Accounting & Finance
Easton High School 1984 — 1987
Jefferies February 2015 - Present
The Seaport Group February 2012 - Present
The Seaport Group February 2012 - February 2015
Skills
Alternative Investments, Capital Markets, Fixed Income, Hedge Funds, Equities, Asset Management, Trading, Bloomberg, Securities, Series 7, Bonds, Investment Banking, Derivatives, Investments, Private Equity, Financial Markets, Structured Products, Credit Derivatives
Education
Cornell University 1990 — 1993
Bachelor of Science (BS), Economics
Cornell University
HSBC October 2015 - Present
HSBC July 2015 - September 2015
Jefferies February 2015 - May 2015
PwC June 2014 - August 2014
PwC Elevate Program May 2013 - June 2013
De Anza College Student Success Center September 2011 - August 2012
De Anza College Student Success Center September 2011 - August 2012
Skills
Finance, Microsoft Excel, Microsoft Office, PowerPoint, Research, Public Speaking, Accounting, Microsoft Word, Financial Modeling, Corporate Tax, Customer Service, Financial Accounting, Teaching, Python, Equity Research, Financial Analysis, Economics, Equity Valuation, Business Strategy, Corporate Finance, Financial Statement...
Education
Binghamton University - School of Management 2014 — 2015
Master's Degree, Accounting and Finance
Binghamton University - School of Management 2012 — 2014
Bachelor of Science (B.S.), Accounting and Finance
De Anza College 2010 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Jefferies April 2015 - Present
Faros Trading LLC July 2014 - April 2015
CRT Capital Group October 2012 - June 2014
BNP Paribas March 2011 - August 2012
BNP Paribas July 2007 - February 2011
DRESDNER 2004 - 2007
Skills
Structured Products, Credit Derivatives, Equity Derivatives, Interest Rate..., Derivatives, Market Risk, Swaps, Exotic Derivatives, Fixed Income, FX Options, Structured Finance, Product Control, Investment Banking, Credit Risk, CDS, Trade Finance, Credit Trading, CDO, Money Market, Capital Markets, Financial Structuring, Foreign Exchange, Hedging, Options
Education
Carnegie Mellon University 1997 — 1999
MBA, FINANCE
Purdue University 1992 — 1995
MS, ENGINEERING
IIT - BHU 1988 — 1992
Bachelor of Technology (B.Tech.), Engineering
Jefferies May 2014 - July 2014
BlackRock August 2013 - April 2014
Raymond James Financial Inc. April 2013 - August 2013
U.S. House of Representatives January 2011 - April 2011
Education
Brigham Young University 2011 — 2015
BS, Applied Statistics
Irwin-Trott Associates September 2010 - Present
Jefferies 2000 - 2007
Dean Witter Reynolds September 1987 - June 1997
A. G. Becker February 1980 - October 1982
Skills
Equity Research, Equities, Hedge Funds, Bloomberg, Series 7, Investment Banking, Valuation, Fixed Income, Alternative Investments, Equity Valuation, Investments, Portfolio Management, Securities, Equity Trading, Capital Markets, Asset Managment, Financial Modeling, Series 63, Private Equity, Investment Strategies
Education
Columbia Business School 1956 — 1957
Master of Science (MS), Finance, General
Brown University 1952 — 1956
A.B., Economics
Jefferies August 2015 - Present
Wells Fargo December 2013 - August 2015
Piper Jaffray 2012 - November 2013
Morgan Stanley March 2005 - January 2012
Education
California State University-Chico 1999 — 2004
BA, History
Jefferies November 2014 - Present
Morgan Stanley July 2010 - November 2014
Columbia University in the City of New York June 2006 - July 2010
E-Liance June 2000 - June 2006
Prudential Financial June 1996 - June 2000
Prudential Financial June 1995 - June 1996
Goldman Sachs January 1995 - June 1995
Clemente Capital, Inc. January 1994 - January 1995
Skills
Series 7, Series 24, Separately Managed..., Mutual Funds, Wealth Management, Investment Advisory, Investment Banking, Asset Allocation, Capital Markets, Investment Advisory..., Portfolio Management, Sales Management, Quantitative Analytics, Product Development, Product Management, Program Management, Quantitative Research, New Business Development, Business Strategy, Business Development, Investment Management, Team Management, Finance, Leadership, Management, Marketing, Strategic Planning, Business Planning, Sales, Marketing Strategy, Alternative Investments, Investments, Strategic Leadership, Equities, Asset Management, Fixed Income, Hedge Funds, Strategy, Competitive Analysis, Analytics, Financial Analysis, Trading, Bloomberg, Microsoft Excel, Mathematics, Mathematical Modeling, Mathematics Education, Financial Services, Data Analysis, Securities
Education
Wharton Business School 1994 — 1998
CIMA, Finance and Investment Management
City University of New York Graduate Center 1991 — 1994
Bachelor's degree, Economics & Accounting
City University of New York
Master's degree, Mathematics & Education
Jefferies September 2015 - Present
University Tutoring Services March 2015 - Present
University Tutoring Services March 2015 - Present
Logo Outfitters June 2015 - August 2015
Financial Management January 2015 - May 2015
University Tutoring Services October 2013 - March 2015
Dunkin Donuts July 2010 - January 2015
Koldin Law Center P.C. June 2014 - August 2014
Skills
Leadership, Customer Service, Teamwork, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Binghamton University - School of Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems
Fayetteville-Manlius High School 2008 — 2012
High School Diploma
Jefferies March 2009 - Present
First Albany Capital May 1995 - March 2009
Skills
Fixed Income, Hedge Funds, Capital Markets, Investment Banking, Finance, Financial Modeling, Management, Financial Analysis, Bonds, Due Diligence, Private Equity, Valuation, Strategic Planning, Credit Analysis, Credit, Interest Rate Swaps, Airports, Airport Management, Airport Development, Airport Construction, Financial Planning, Financial Advisory
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (M.B.A.), Finance and Economics
Harvard University 1984 — 1988
Bachelor’s Degree, Engineering Science, cum laude
The Hartford 2010 - 2014
AllianceBernstein 2007 - 2009
Jefferies 2003 - 2006
Financial Industry Regulatory Authority (FINRA) 2001 - 2003
Goldman Sachs 2000 - 2001
Sanford C. Bernstein 1993 - 2000
Shearman & Sterling LLP 1989 - 1993
Office of US Senator Bob Packwood 1983 - 1988
Aon Hewitt 1980 - 1982
Education
Georgetown University Law Center 1985 — 1988
Doctor of Law (J.D.)
Denison University 1976 — 1980
Bachelor of Arts (B.A.), Sociology and Anthropology
LPL Financial December 2014 - Present
Parametric October 2014 - December 2014
Parametric September 2008 - October 2014
Jefferies November 2006 - September 2008
Northrop Grumman Corporation June 2002 - November 2006
Education
Baylor University - Hankamer School of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Jefferies July 2014 - Present
EY August 2012 - June 2014
RBS Global Banking & Markets August 2011 - February 2012
Brown Brothers Harriman June 2011 - August 2011
Education
Boston College 2008 — 2012
BS, Finance and Accounting
Jefferies May 2013 - August 2013
J.P. Morgan September 2012 - November 2012
Printpack, Inc. July 2011 - August 2011
Skills
Computer Proficiency, Microsoft Word, Microsoft Excel, PowerPoint, Google Docs
Education
Wake Forest University 2010 — 2014
Bachelor of Science (B.S.) in Finance
Boston University 2012 — 2012
The Westminster Schools 1996 — 2010
High School Diploma
Jefferies June 2014 - Present
Fitch Ratings May 2013 - June 2014
Delta Air Lines November 2012 - April 2013
KLM April 2009 - September 2012
British Airways July 2007 - March 2009
Skills
TIBCO, Java Enterprise Edition, Oracle, WebSphere, SOA, Consulting, SDLC, Enterprise Architecture, XML, SOAP
Education
Anna University
Bachelor of Science (B.S.), Computer Engineering, A
Jefferies September 2015 - Present
Goldman Sachs May 2015 - August 2015
Henry Schein June 2014 - January 2015
Citigroup June 2012 - August 2013
Education
Binghamton University - School of Management 2013 — 2017
Bachelor of Science (B.S.), Accounting, Concentration in Finance
Commack High School 2009 — 2013
International Baccalaureate Diploma, Advanced Regents Diploma with Honors
UBS Investment Bank February 2015 - Present
Jefferies June 2014 - August 2014
Education
Bowdoin College 2012 — 2016
Bachelor's degree, Mathematics
St. Sebastian's School 2009 — 2012
Jefferies November 2014 - Present
Allen & Overy June 2012 - September 2014
J.P. Morgan October 2004 - May 2012
Assured Guaranty July 2000 - October 2004
Morgan, Lewis & Bockius LLP September 1997 - July 2000
Skills
Derivatives, Dodd-Frank
Education
Fordham University School of Law 1989 — 1992
Doctor of Law (J.D.)
Boston College 1985 — 1989
Bachelor of Arts (B.A.), English and History
Bulger Partners July 2014 - Present
Jefferies May 2013 - August 2013
UOB Kay Hian June 2012 - August 2012
LEOX Design Partnership July 2011 - August 2011
Singapore Armed Forces October 2008 - August 2010
Skills
PowerPoint, Microsoft Excel
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics and History
Singapore American School 1997 — 2008
Jefferies May 2014 - August 2014
Education
Davidson College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Jefferies 2014 - Present
Jefferies 2011 - 2014
Jefferies 2008 - 2011
Education
Dartmouth College 2004 — 2008
Bachelor’s Degree