Bear Stearns and Co
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, NY Founded: May 1, 1923, New York City, NY Subsidiaries: JP Morgan Securities Inc, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
Bear Stearns and Co List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bear Stearns and Co. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bear Stearns and Co Salaries. You can even request information on how much does Bear Stearns and Co pay if you want to. Learn about salaries, pros and cons of working for Bear Stearns and Co directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
23 Bear Stearns and Co employees in database. Find out everything there's to know about Bear Stearns and Co employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bear Stearns and Co Employees
Employee
Years
Job
Industry
Jeff Ortiz Jeff Ortiz's Bear Stearns and Co Experience May 1993 - February 2001
Job Senior Vice President, Investments
Industry Financial Services
Experience
Raymond James September 2011 - Present
Ortiz Capital Management January 2010 - September 2011
Morgan Stanley May 2007 - January 2010
UBS Financial Services February 2001 - May 2007
BEAR STEARNS AND CO. May 1993 - February 2001
Skills
Investments, Investment Strategies, Finance, Financial Services, Wealth Management, Asset Managment, Due Diligence, Valuation, Series 7, Brokerage, Financial Advisory, Banking, Return on Investment, Trend Analysis, Performing, Financial Modeling, Financial Analysis, Credit, Retirement Planning, Corporate Finance
Education
UCLA
Raymond James September 2011 - Present
Ortiz Capital Management January 2010 - September 2011
Morgan Stanley May 2007 - January 2010
UBS Financial Services February 2001 - May 2007
BEAR STEARNS AND CO. May 1993 - February 2001
Skills
Investments, Investment Strategies, Finance, Financial Services, Wealth Management, Asset Managment, Due Diligence, Valuation, Series 7, Brokerage, Financial Advisory, Banking, Return on Investment, Trend Analysis, Performing, Financial Modeling, Financial Analysis, Credit, Retirement Planning, Corporate Finance
Education
UCLA
Jason H Blum Jason H Blum's Bear Stearns and Co Experience January 1994 - January 2002
Job CEO Marketing Executive Nutritional Products
Industry Health, Wellness and Fitness
Experience
Advocare Independent Distributor January 2013 - Present
Enzyme Labs May 2010 - Present
Smith Barney January 2002 - January 2008
Bear Stearns and Co January 1994 - January 2002
Skills
Nutrition, Formulation, Quality Control, Ingredients, Marketing Strategy, Laboratory, Strategic Planning, Entrepreneurship, Marketing, Sales, Social Media Marketing, Leadership, Customer Service, Social Media, Management, Business Development, Team Building, Online Marketing, Advertising, Sales Management, Email Marketing, Social Networking, Business Strategy
Education
University of Hartford 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business
Syracuse University 1989 — 1990
None, International Business in London England
Advocare Independent Distributor January 2013 - Present
Enzyme Labs May 2010 - Present
Smith Barney January 2002 - January 2008
Bear Stearns and Co January 1994 - January 2002
Skills
Nutrition, Formulation, Quality Control, Ingredients, Marketing Strategy, Laboratory, Strategic Planning, Entrepreneurship, Marketing, Sales, Social Media Marketing, Leadership, Customer Service, Social Media, Management, Business Development, Team Building, Online Marketing, Advertising, Sales Management, Email Marketing, Social Networking, Business Strategy
Education
University of Hartford 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business
Syracuse University 1989 — 1990
None, International Business in London England
Emmanuel Arches Emmanuel Arches's Bear Stearns and Co Experience 2007 - 2008
Job Compliance Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2014 - Present
JPMorgan Chase April 2013 - March 2014
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) July 2012 - February 2013
SMBC-Capital Markets, Inc 2008 - 2012
Bear Stearns and Co. 2007 - 2008
Skills
Due Diligence, Risk Management, KYC, Banking
Education
NYU 2005 — 2005
Ateneo de Manila University
JPMorgan Chase April 2014 - Present
JPMorgan Chase April 2013 - March 2014
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) July 2012 - February 2013
SMBC-Capital Markets, Inc 2008 - 2012
Bear Stearns and Co. 2007 - 2008
Skills
Due Diligence, Risk Management, KYC, Banking
Education
NYU 2005 — 2005
Ateneo de Manila University
Adam Blonsky Adam Blonsky's Bear Stearns and Co Experience 1987 - 1989
Job Family Advisor at Coyle Financial Counsel
Industry Financial Services
Experience
Coyle Financial Counsel September 2011 - Present
GVW Group, LLC July 2008 - August 2009
Crestview Capital Partners 2003 - 2008
Athabasca Financial Inc. 2001 - 2003
Ernst & Young 1999 - 2001
Banc America Securities 1994 - 1998
Continental Bank 1989 - 1995
Continental Bank 1992 - 1994
Bear Stearns and Co. 1987 - 1989
Smith Barney, Harris Upham & Co. 1984 - 1987
Education
The University of Chicago Booth School of Business 1985 — 1986
MBA, Finance, Accounting
Massachusetts Institute of Technology 1979 — 1983
B. Sc., Economics
Coyle Financial Counsel September 2011 - Present
GVW Group, LLC July 2008 - August 2009
Crestview Capital Partners 2003 - 2008
Athabasca Financial Inc. 2001 - 2003
Ernst & Young 1999 - 2001
Banc America Securities 1994 - 1998
Continental Bank 1989 - 1995
Continental Bank 1992 - 1994
Bear Stearns and Co. 1987 - 1989
Smith Barney, Harris Upham & Co. 1984 - 1987
Education
The University of Chicago Booth School of Business 1985 — 1986
MBA, Finance, Accounting
Massachusetts Institute of Technology 1979 — 1983
B. Sc., Economics
Prasad Chaubal Prasad Chaubal's Bear Stearns and Co Experience February 1997 - March 2008
Job Executive Director at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase April 2014 - Present
JPMorgan Chase March 2008 - April 2014
Bear Stearns and Co. February 1997 - March 2008
Sr. Software Consultant January 1991 - September 1997
Education
University of Mumbai 1986 — 1990
Bachelor of Engineering (B.E.), Computer Science
JPMorgan Chase April 2014 - Present
JPMorgan Chase March 2008 - April 2014
Bear Stearns and Co. February 1997 - March 2008
Sr. Software Consultant January 1991 - September 1997
Education
University of Mumbai 1986 — 1990
Bachelor of Engineering (B.E.), Computer Science
Allison Sangastiano Allison Sangastiano's Bear Stearns and Co Experience January 1998 - January 2008
Job IT Procurement at Bear Stearns
Industry Information Technology and Services
Experience
Bear Stearns October 1998 - June 2008
Bear Stearns and Co January 1998 - January 2008
Motor World LLC January 1997 - January 1998
Education
Chubb
University of Phoenix
Associates of Art, Information Technology
Bear Stearns October 1998 - June 2008
Bear Stearns and Co January 1998 - January 2008
Motor World LLC January 1997 - January 1998
Education
Chubb
University of Phoenix
Associates of Art, Information Technology
Andrew Preusse Andrew Preusse's Bear Stearns and Co Experience August 2000 - February 2002
Job Business Development Manager at Traffic Tech
Industry Transportation/Trucking/Railroad
Experience
Traffic Tech January 2014 - Present
C.H. Robinson Worldwide, Inc. March 2012 - January 2014
Kent Truck Rental LLC November 2007 - March 2012
Budget Truck Rental November 2004 - November 2007
Budget Truck Rental March 2004 - November 2004
GE Storage/Budget Truck Rental January 2003 - March 2004
Fahnestock and Co March 2002 - January 2003
Bear Stearns and Co August 2000 - February 2002
Sands Brothers & Co August 1992 - August 2000
Saucon Valley Country Club 1991 - 1991
Skills
Logistics, Sales Operations, Management, Negotiation, Sales, Inventory Management, Leadership, Marketing, Business Development, Fleet Management, Direct Sales, Transportation, Budgets, Supply Chain Management, Warehousing, B2B, Retail, Consultative Selling..., Strategic Sales, Operations Management
Education
Kent School
Lehigh University
B.S., Economics, Urban Studies
Traffic Tech January 2014 - Present
C.H. Robinson Worldwide, Inc. March 2012 - January 2014
Kent Truck Rental LLC November 2007 - March 2012
Budget Truck Rental November 2004 - November 2007
Budget Truck Rental March 2004 - November 2004
GE Storage/Budget Truck Rental January 2003 - March 2004
Fahnestock and Co March 2002 - January 2003
Bear Stearns and Co August 2000 - February 2002
Sands Brothers & Co August 1992 - August 2000
Saucon Valley Country Club 1991 - 1991
Skills
Logistics, Sales Operations, Management, Negotiation, Sales, Inventory Management, Leadership, Marketing, Business Development, Fleet Management, Direct Sales, Transportation, Budgets, Supply Chain Management, Warehousing, B2B, Retail, Consultative Selling..., Strategic Sales, Operations Management
Education
Kent School
Lehigh University
B.S., Economics, Urban Studies
Michael DuFermont Michael DuFermont's Bear Stearns and Co Experience October 1995 - October 2001
Job Systems Consultant/Website Designer at University of Pittsburgh Medical Center
Industry Information Technology and Services
Experience
University of Pittsburgh Medical Center April 2015 - Present
NIC USA February 2014 - March 2015
TJM Consulting January 2013 - December 2013
Vertical Resources, Inc. Parsippany, NJ September 2011 - September 2012
Willdan Energy Solutions February 2010 - September 2011
Advanced Computations, LLC January 2006 - June 2010
NYK Lines 2006 - 2010
Star Stainless Screw Company January 2003 - December 2005
American Express Financial Advisors March 2002 - November 2002
Bear Stearns and Co. October 1995 - October 2001
Skills
SharePoint, Microsoft SQL Server, Project Management, ASP.NET, C#, Vendor Management, Agile Methodologies, SSRS, Business Analysis, SSIS, SharePoint Designer, Visio, .NET, Visual Studio, Program Management, SDLC, Web Development, Telecommunications, Integration, System Administration, Project Planning, ASP, Process Improvement, Data Center, Management
Education
New York University 1992 — 1994
Certificate, Computer Science
Bucknell University 1973 — 1977
BA: English
University of Pittsburgh Medical Center April 2015 - Present
NIC USA February 2014 - March 2015
TJM Consulting January 2013 - December 2013
Vertical Resources, Inc. Parsippany, NJ September 2011 - September 2012
Willdan Energy Solutions February 2010 - September 2011
Advanced Computations, LLC January 2006 - June 2010
NYK Lines 2006 - 2010
Star Stainless Screw Company January 2003 - December 2005
American Express Financial Advisors March 2002 - November 2002
Bear Stearns and Co. October 1995 - October 2001
Skills
SharePoint, Microsoft SQL Server, Project Management, ASP.NET, C#, Vendor Management, Agile Methodologies, SSRS, Business Analysis, SSIS, SharePoint Designer, Visio, .NET, Visual Studio, Program Management, SDLC, Web Development, Telecommunications, Integration, System Administration, Project Planning, ASP, Process Improvement, Data Center, Management
Education
New York University 1992 — 1994
Certificate, Computer Science
Bucknell University 1973 — 1977
BA: English
Robert Moran's Bear Stearns and Co Experience 1983 - 1989
Job Managing Director Head of Short Duration Markets and Financing at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group June 2009 - Present
RBS Greenwich Capital 2000 - 2009
Greenwich Capital Markets 1989 - 1999
Bear Stearns and Co 1983 - 1989
Skills
Capital Markets, Series 7, Derivatives, Fixed Income, Bloomberg, Finance, Hedge Funds, Bonds, Securities, Trading, Financial Markets, Investment Banking, Portfolio Management, Investments, Equities
Education
College of the Holy Cross
Bachelor of Arts (BA)
Chaminade High School
CRT Capital Group June 2009 - Present
RBS Greenwich Capital 2000 - 2009
Greenwich Capital Markets 1989 - 1999
Bear Stearns and Co 1983 - 1989
Skills
Capital Markets, Series 7, Derivatives, Fixed Income, Bloomberg, Finance, Hedge Funds, Bonds, Securities, Trading, Financial Markets, Investment Banking, Portfolio Management, Investments, Equities
Education
College of the Holy Cross
Bachelor of Arts (BA)
Chaminade High School
Martin Pardee Martin Pardee's Bear Stearns and Co Experience February 2001 - April 2006
Job VP of Technology at Citi
Industry Financial Services
Experience
Citi October 2012 - Present
Citi October 2012 - Present
ATT September 2011 - September 2012
Verizon Wireless February 2011 - August 2011
Chubb Insurance July 2009 - January 2011
Gigaspaces Technology August 2008 - July 2009
Citco Fund Services July 2006 - July 2007
Bear Stearns and Co. February 2001 - April 2006
Econovo.com (formerly Integrated Objects, now defunct) May 1999 - November 2000
ATT Laboratories April 1995 - June 1999
Skills
Agile Methodologies, Software Project..., SDLC, Enterprise Architecture, Software Development, Information Security, Unix, Integration, Databases, Security, Perl, Solution Architecture, C#, Testing, SharePoint, Java, SQL, Programming
Education
New Jersey Institute of Technology 1982 — 1983
Engineering continuing education., Graduate Education - Laser Systems Design, A
Stevens Institute of Technology 1982 — 1983
Engineering continuing education., Graduate Education - Finite Element Analysis, A
State University of New York at Buffalo 1978 — 1982
Bachelor of Engineering (BEng), Engineering Science and Aerospace, 3.4 GPA
Citi October 2012 - Present
Citi October 2012 - Present
ATT September 2011 - September 2012
Verizon Wireless February 2011 - August 2011
Chubb Insurance July 2009 - January 2011
Gigaspaces Technology August 2008 - July 2009
Citco Fund Services July 2006 - July 2007
Bear Stearns and Co. February 2001 - April 2006
Econovo.com (formerly Integrated Objects, now defunct) May 1999 - November 2000
ATT Laboratories April 1995 - June 1999
Skills
Agile Methodologies, Software Project..., SDLC, Enterprise Architecture, Software Development, Information Security, Unix, Integration, Databases, Security, Perl, Solution Architecture, C#, Testing, SharePoint, Java, SQL, Programming
Education
New Jersey Institute of Technology 1982 — 1983
Engineering continuing education., Graduate Education - Laser Systems Design, A
Stevens Institute of Technology 1982 — 1983
Engineering continuing education., Graduate Education - Finite Element Analysis, A
State University of New York at Buffalo 1978 — 1982
Bachelor of Engineering (BEng), Engineering Science and Aerospace, 3.4 GPA
Richard Lindsey Richard Lindsey's Bear Stearns and Co Experience March 1999 - December 2006
Job Chief Investment Strategist Liquid Alternatives at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group August 2012 - Present
Lawrence Berkeley National Laboratory January 2010 - Present
Callcott Group January 2007 - Present
Bear, Stearns and Co March 1999 - December 2006
US Securities and Exchange Commission November 1995 - February 1999
Yale School of Management August 1991 - July 1996
US Securities and Exchange Commission August 1995 - April 1996
New York Stock Exchange August 1994 - July 1995
Nikko Securities Company, Tokyo, Japan June 1991 - July 1995
University of California, Berkeley September 1987 - May 1991
Skills
Hedge Funds, Portfolio Management, Risk Management, Investment Strategies, Securities, Trading Strategies, Alternative Investments, Asset Managment, Derivatives, Equities, Fixed Income, Capital Markets, Asset Allocation, Investments, Trading, Financial Modeling, Bloomberg, Investment Banking, Structured Finance, Valuation, Equity Derivatives, Bonds, Options, Quantitative Analytics, Asset Management, Financial Services, Financial Markets, Emerging Markets, Quantitative Finance, Trading Systems, Commodity, Portfolio Optimization, Finance, Private Equity, Credit Derivatives, Electronic Trading, Investment Management
Education
University of California, Berkeley, Haas School of Business 1986 — 1991
PhD, Finance
The University of Texas at Dallas 1984 — 1985
MBA, Finance
University of California, Berkeley 1976 — 1978
MS, Chemical Engineering
Illinois Institute of Technology 1972 — 1976
BS, Chemical Engineering
Janus Capital Group August 2012 - Present
Lawrence Berkeley National Laboratory January 2010 - Present
Callcott Group January 2007 - Present
Bear, Stearns and Co March 1999 - December 2006
US Securities and Exchange Commission November 1995 - February 1999
Yale School of Management August 1991 - July 1996
US Securities and Exchange Commission August 1995 - April 1996
New York Stock Exchange August 1994 - July 1995
Nikko Securities Company, Tokyo, Japan June 1991 - July 1995
University of California, Berkeley September 1987 - May 1991
Skills
Hedge Funds, Portfolio Management, Risk Management, Investment Strategies, Securities, Trading Strategies, Alternative Investments, Asset Managment, Derivatives, Equities, Fixed Income, Capital Markets, Asset Allocation, Investments, Trading, Financial Modeling, Bloomberg, Investment Banking, Structured Finance, Valuation, Equity Derivatives, Bonds, Options, Quantitative Analytics, Asset Management, Financial Services, Financial Markets, Emerging Markets, Quantitative Finance, Trading Systems, Commodity, Portfolio Optimization, Finance, Private Equity, Credit Derivatives, Electronic Trading, Investment Management
Education
University of California, Berkeley, Haas School of Business 1986 — 1991
PhD, Finance
The University of Texas at Dallas 1984 — 1985
MBA, Finance
University of California, Berkeley 1976 — 1978
MS, Chemical Engineering
Illinois Institute of Technology 1972 — 1976
BS, Chemical Engineering
Aaron Ipsa's Bear Stearns and Co Experience May 2006 - August 2006
Job Derivatives Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald June 2008 - Present
Bear Stearns January 2006 - November 2007
Bear Stearns and Co. May 2006 - August 2006
Chapman Capital 2003 - 2004
Beaver Creek Investment Management 2003 - 2003
Gateway Partners 1998 - 2001
Gateway Investment Advisors 1991 - 1992
Skills
Equity Derivatives, Options, Derivatives, Bloomberg, Capital Markets, Trading, Securities, Fixed Income, Credit Derivatives, Investments, Portfolio Management, Hedge Funds, Equities
Education
New York University 2005 — 2007
Masters, Mathematics in Finance
Cornell University 1991 — 1995
BS, Chemical Engineering
Cantor Fitzgerald June 2008 - Present
Bear Stearns January 2006 - November 2007
Bear Stearns and Co. May 2006 - August 2006
Chapman Capital 2003 - 2004
Beaver Creek Investment Management 2003 - 2003
Gateway Partners 1998 - 2001
Gateway Investment Advisors 1991 - 1992
Skills
Equity Derivatives, Options, Derivatives, Bloomberg, Capital Markets, Trading, Securities, Fixed Income, Credit Derivatives, Investments, Portfolio Management, Hedge Funds, Equities
Education
New York University 2005 — 2007
Masters, Mathematics in Finance
Cornell University 1991 — 1995
BS, Chemical Engineering
Andriy Proskuryakov's Bear Stearns and Co Experience March 2007 - May 2008
Job Execution Specialist at WorldQuant
Industry Financial Services
Experience
WorldQuant February 2012 - Present
Macquarie November 2010 - January 2012
Trading Machines LLC May 2008 - November 2010
Bear Stearns and Co March 2007 - May 2008
Beacon Capital Markets May 2006 - March 2007
EMC Smarts May 2004 - May 2006
Telcordia (formerly Bellcore) April 1999 - May 2004
Skills
Series 7, Equities, Trading Systems, Trading, Equity Trading, Proprietary Trading, Electronic Trading, C++, Low Latency, Fixed Income, Statistical Arbitrage, Quantitative Finance, Options, Portfolio Management, High Frequency Trading, Derivatives, Hedging, Hedge Funds, Equity Derivatives, Trading System
Education
Vinnic'kij Nacional'nij Tehnicnij Universitet 1992 — 1997
WorldQuant February 2012 - Present
Macquarie November 2010 - January 2012
Trading Machines LLC May 2008 - November 2010
Bear Stearns and Co March 2007 - May 2008
Beacon Capital Markets May 2006 - March 2007
EMC Smarts May 2004 - May 2006
Telcordia (formerly Bellcore) April 1999 - May 2004
Skills
Series 7, Equities, Trading Systems, Trading, Equity Trading, Proprietary Trading, Electronic Trading, C++, Low Latency, Fixed Income, Statistical Arbitrage, Quantitative Finance, Options, Portfolio Management, High Frequency Trading, Derivatives, Hedging, Hedge Funds, Equity Derivatives, Trading System
Education
Vinnic'kij Nacional'nij Tehnicnij Universitet 1992 — 1997
Jason Meklinsky's Bear Stearns and Co Experience August 1998 - May 2007
Job Alternative Investments Professional
Industry Financial Services
Experience
Broadridge Investment Management Solutions (Formerly "Paladyne") October 2011 - Present
Cantor Fitzgerald October 2009 - September 2011
Merlin Securities November 2008 - October 2009
UBS Investment Bank May 2007 - May 2008
Bear, Stearns and Co August 1998 - May 2007
Bankers Trust March 1998 - August 1999
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
Broadridge Investment Management Solutions (Formerly "Paladyne") October 2011 - Present
Cantor Fitzgerald October 2009 - September 2011
Merlin Securities November 2008 - October 2009
UBS Investment Bank May 2007 - May 2008
Bear, Stearns and Co August 1998 - May 2007
Bankers Trust March 1998 - August 1999
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
Darryl Atwater's Bear Stearns and Co Experience March 1999 - September 2005
Job Sales Trader at Keybanc Capital Markets
Industry Financial Services
Experience
Keybanc Capital Markets May 2007 - Present
FTN Midwest Securities September 2005 - May 2007
Bear Stearns and Co. March 1999 - September 2005
Skills
Bloomberg, Series 7, Equities, Series 63, Capital Markets, Equity Trading, Hedge Funds, Trading
Education
University of California, Los Angeles 1993 — 1998
BA, Economics
University of California, Los Angeles 1992 — 1998
Keybanc Capital Markets May 2007 - Present
FTN Midwest Securities September 2005 - May 2007
Bear Stearns and Co. March 1999 - September 2005
Skills
Bloomberg, Series 7, Equities, Series 63, Capital Markets, Equity Trading, Hedge Funds, Trading
Education
University of California, Los Angeles 1993 — 1998
BA, Economics
University of California, Los Angeles 1992 — 1998
Benjamin Hosek's Bear Stearns and Co Experience January 1992 - November 1994
Job Program Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
RBC July 2012 - June 2013
NOMURA SECURITIES CORPORATION October 2008 - December 2011
LEHMAN BROTHERS INC November 2005 - September 2008
TRADEPORTAL SECURITIES, INC March 2002 - August 2003
IBM CORPORATION June 1997 - April 1999
BEAR STEARNS AND CO January 1992 - November 1994
Skills
PMP, Certified Project..., Finance, Project Initiation, PMO, Change Management, Back Office, Governance, Front Office, Brokerage, Project Management, Project Planning, IT Strategy, Strategy, Fixed Income, Derivatives
Education
Emory Goizueta Business School 1996 — 1997
MBA, Finance and Information Technology
The University of Georgia 1987 — 1991
BBA, International Business, 3.5
Bank of America June 2013 - Present
RBC July 2012 - June 2013
NOMURA SECURITIES CORPORATION October 2008 - December 2011
LEHMAN BROTHERS INC November 2005 - September 2008
TRADEPORTAL SECURITIES, INC March 2002 - August 2003
IBM CORPORATION June 1997 - April 1999
BEAR STEARNS AND CO January 1992 - November 1994
Skills
PMP, Certified Project..., Finance, Project Initiation, PMO, Change Management, Back Office, Governance, Front Office, Brokerage, Project Management, Project Planning, IT Strategy, Strategy, Fixed Income, Derivatives
Education
Emory Goizueta Business School 1996 — 1997
MBA, Finance and Information Technology
The University of Georgia 1987 — 1991
BBA, International Business, 3.5
Kirsten Travers Uyham's Bear Stearns and Co Experience 2004 - 2007
Job Managing Partner, River Cam Risk Advisors, LLC
Industry Financial Services
Experience
Goizueta Business School September 2009 - Present
River Cam Risk Advisors, LLC September 2007 - Present
Bear Stearns and Co 2004 - 2007
Global Strategies LLC 2001 - 2004
Watch Hill Capital, LLC 1999 - 2001
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Risk Management, Credit Risk, Investment Banking, Financial Risk, Investments, Financial Markets, Quantitative Analytics, Strategy, Analysis, Financial Modeling, Hedging, Valuation, Capital Markets, Derivatives, Hedge Funds, Statistical Modeling, Finance, Economics, Portfolio Management
Education
Duke University 1994 — 1998
MA, PhD, Mathematics
University of Oxford 1991 — 1994
BA, MA, Mathematics
Goizueta Business School September 2009 - Present
River Cam Risk Advisors, LLC September 2007 - Present
Bear Stearns and Co 2004 - 2007
Global Strategies LLC 2001 - 2004
Watch Hill Capital, LLC 1999 - 2001
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Risk Management, Credit Risk, Investment Banking, Financial Risk, Investments, Financial Markets, Quantitative Analytics, Strategy, Analysis, Financial Modeling, Hedging, Valuation, Capital Markets, Derivatives, Hedge Funds, Statistical Modeling, Finance, Economics, Portfolio Management
Education
Duke University 1994 — 1998
MA, PhD, Mathematics
University of Oxford 1991 — 1994
BA, MA, Mathematics
Brandon McGregor's Bear Stearns and Co Experience January 1998 - January 2001
Job Director, Sales and Trading
Industry Financial Services
Experience
ITG January 2003 - January 2013
ITG October 2001 - January 2003
Steinberg Priest Capital Management July 2001 - September 2001
Bear Stearns and Co. January 1998 - January 2001
Bear Stearns and Co. January 1996 - January 1998
Skills
Series 7, Series 63, Series 24, Series 55, Investment Banking, Equities, Trading Systems, Securities, Hedge Funds, Asset Management, Bloomberg, FINRA, Trading, Equity Trading, Asset Allocation
Education
Miami University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
ITG January 2003 - January 2013
ITG October 2001 - January 2003
Steinberg Priest Capital Management July 2001 - September 2001
Bear Stearns and Co. January 1998 - January 2001
Bear Stearns and Co. January 1996 - January 1998
Skills
Series 7, Series 63, Series 24, Series 55, Investment Banking, Equities, Trading Systems, Securities, Hedge Funds, Asset Management, Bloomberg, FINRA, Trading, Equity Trading, Asset Allocation
Education
Miami University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
John Dancewicz's Bear Stearns and Co Experience 1982 - 1995
Job Managing Partner and Founder at DN Partners, LLC
Industry Financial Services
Experience
DN Partners, LLC 1995 - Present
Bear Stearns and Co. 1982 - 1995
Continental Illinois Bank and Trust Co. of Chicago January 1976 - July 1982
Skills
Private Equity, Venture Capital, Mergers, Start-ups, Investments, Capital Markets, Mergers & Acquisitions, Strategy, Valuation, Corporate Finance, Due Diligence, M&A experience, Finance, Business Strategy, Investment Banking, Corporate Development, Entrepreneurship, Strategic Planning, LBO, Private Placements, Business Valuation, Alternative Investments
Education
Harvard Business School 1971 — 1973
MBA, Finance and Marketing
Yale University 1967 — 1973
BA, Economics and Honors English
DN Partners, LLC 1995 - Present
Bear Stearns and Co. 1982 - 1995
Continental Illinois Bank and Trust Co. of Chicago January 1976 - July 1982
Skills
Private Equity, Venture Capital, Mergers, Start-ups, Investments, Capital Markets, Mergers & Acquisitions, Strategy, Valuation, Corporate Finance, Due Diligence, M&A experience, Finance, Business Strategy, Investment Banking, Corporate Development, Entrepreneurship, Strategic Planning, LBO, Private Placements, Business Valuation, Alternative Investments
Education
Harvard Business School 1971 — 1973
MBA, Finance and Marketing
Yale University 1967 — 1973
BA, Economics and Honors English
Joshua Gruss's Bear Stearns and Co Experience 1999 - 2001
Job CEO at Round Hill Music
Industry Investment Management
Experience
Round Hill Music January 2011 - Present
Gruss & Co. January 2002 - January 2011
U.S. Coast Guard 2002 - 2008
Bear Stearns and Co. 1999 - 2001
Atlantic Records 1997 - 1998
Skills
Portfolio Management, Equities, Investor Relations, Financial Analysis, Fixed Income, Accounting, Venture Capital, Entrepreneurship, Strategic Planning, Mergers
Education
Columbia Business School 2008 — 2010
M.B.A.
London Business School 2008 — 2010
M.B.A
Trinity College-Hartford 1992 — 1996
BA, Modern Languages
Taft School 1988 — 1992
High School
Round Hill Music January 2011 - Present
Gruss & Co. January 2002 - January 2011
U.S. Coast Guard 2002 - 2008
Bear Stearns and Co. 1999 - 2001
Atlantic Records 1997 - 1998
Skills
Portfolio Management, Equities, Investor Relations, Financial Analysis, Fixed Income, Accounting, Venture Capital, Entrepreneurship, Strategic Planning, Mergers
Education
Columbia Business School 2008 — 2010
M.B.A.
London Business School 2008 — 2010
M.B.A
Trinity College-Hartford 1992 — 1996
BA, Modern Languages
Taft School 1988 — 1992
High School
Samuel (Sam) Stern, Ph.D.'s Bear Stearns and Co Experience 1988 - 1990
Job Insurance Professional at Insphere Insurance Solutions
Industry Financial Services
Experience
Hatzlachah, llc. 1999 - Present
Insphere Insurance Solutions 2013 - July 2014
New York Life Insurance Company 2011 - 2013
Modern Woodmen of America 2010 - 2011
Stern and Associates 1999 - 2009
Harrigan Company 1995 - 1998
Wisconsin School of Professional Psychology 1993 - 1994
Smith Barney Harris Upham and Co., Inc. 1990 - 1992
Marquette University June 1990 - August 1990
Bear Stearns and Co. 1988 - 1990
Skills
Investments, Retirement Planning, Disability Insurance, 401k, Long-term Care, Fixed Annuities, Health Insurance, IRAs, Estate Planning, Series 63, Mutual Funds, Life Insurance, Term Life Insurance, Whole Life, Series 6, Financial Planners, Series 7, Employee Benefits, Universal Life, Financial Advisory, Wealth Accumulation, College Savings Plans, Securities, Insurance, Long Term Care Insurance, Health Care Reform, Small Business, Strategic Financial..., Wealth, Asset Allocation, Investment Advisory, Savings, 401k Rollovers, Mortgage Lending, Workers Compensation, Variable Annuities, Medicare, Retirement, Portfolio Management, Finance, Roth IRA, Qualified Retirement..., Wealth Management, Critical Illness, Pensions, Financial Services, Life & Health Insurance...
Education
University of Nebraska-Lincoln 1964 — 1969
phd, sociology
University of Wisconsin-Madison 1960 — 1964
B.S., Philosophy
Hatzlachah, llc. 1999 - Present
Insphere Insurance Solutions 2013 - July 2014
New York Life Insurance Company 2011 - 2013
Modern Woodmen of America 2010 - 2011
Stern and Associates 1999 - 2009
Harrigan Company 1995 - 1998
Wisconsin School of Professional Psychology 1993 - 1994
Smith Barney Harris Upham and Co., Inc. 1990 - 1992
Marquette University June 1990 - August 1990
Bear Stearns and Co. 1988 - 1990
Skills
Investments, Retirement Planning, Disability Insurance, 401k, Long-term Care, Fixed Annuities, Health Insurance, IRAs, Estate Planning, Series 63, Mutual Funds, Life Insurance, Term Life Insurance, Whole Life, Series 6, Financial Planners, Series 7, Employee Benefits, Universal Life, Financial Advisory, Wealth Accumulation, College Savings Plans, Securities, Insurance, Long Term Care Insurance, Health Care Reform, Small Business, Strategic Financial..., Wealth, Asset Allocation, Investment Advisory, Savings, 401k Rollovers, Mortgage Lending, Workers Compensation, Variable Annuities, Medicare, Retirement, Portfolio Management, Finance, Roth IRA, Qualified Retirement..., Wealth Management, Critical Illness, Pensions, Financial Services, Life & Health Insurance...
Education
University of Nebraska-Lincoln 1964 — 1969
phd, sociology
University of Wisconsin-Madison 1960 — 1964
B.S., Philosophy
Edward McNally's Bear Stearns and Co Experience October 2000 - October 2006
Job
Industry Aviation & Aerospace
Experience
Lake Washington School District August 2013 - June 2014
Marysville Joint Unified School District August 2012 - June 2013
Los Angeles Unified School District July 2008 - July 2011
Bear Stearns and Co. October 2000 - October 2006
Shearson Lehman Brothers September 1989 - October 2000
The Aerospace Corporation February 1987 - October 1989
Hughes Aircraft Company August 1980 - January 1987
Skills
Science, Sales, Engineering, Writing, Microsoft Word, Microsoft Excel, PowerPoint, Laboratory, Mathematics, Financial Services
Education
Pepperdine University 1985 — 1989
Master of Business Administration (MBA), Business Administration and Management, General, GPA: 3.58
Stanford University 1979 — 1980
Master of Science (M.S.), Mechanical Engineering, GPA: 3.60
Polytechnic University 1975 — 1979
Bachelor of Science (B.S.), Mechanical Engineering, GPA: 3.90
Lake Washington School District August 2013 - June 2014
Marysville Joint Unified School District August 2012 - June 2013
Los Angeles Unified School District July 2008 - July 2011
Bear Stearns and Co. October 2000 - October 2006
Shearson Lehman Brothers September 1989 - October 2000
The Aerospace Corporation February 1987 - October 1989
Hughes Aircraft Company August 1980 - January 1987
Skills
Science, Sales, Engineering, Writing, Microsoft Word, Microsoft Excel, PowerPoint, Laboratory, Mathematics, Financial Services
Education
Pepperdine University 1985 — 1989
Master of Business Administration (MBA), Business Administration and Management, General, GPA: 3.58
Stanford University 1979 — 1980
Master of Science (M.S.), Mechanical Engineering, GPA: 3.60
Polytechnic University 1975 — 1979
Bachelor of Science (B.S.), Mechanical Engineering, GPA: 3.90
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS