CS First Boston
Industry: Investment banking company
DescriptionCredit Suisse First Boston was the investment banking division of Credit Suisse Group, prior to 2006. It was active in investment banking, capital markets and financial services. Successor: Credit Suisse's investment banking division Headquarters: New York City, NY Founded: 1988 Ceased operations: 2006 Parent organization: Credit Suisse AG
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CS First Boston Employees
ONTILITY 2014 - Present
Solaris Americas Inc. 1996 - Present
CS First Boston 1992 - 1996
LaSalle Partners 1988 - 1992
Skills
Real Estate, Land Use, Economic Development, Sustainable Development, Solar Energy, Sustainability, Real Estate Development
Education
The London School of Economics and Political Science (LSE)
MS, International Relations
The University of Chicago
MBA, Finance
University of Denver
BS, Finance, Physics
Artisan Partners February 2014 - Present
Bluesafe Consulting January 2012 - February 2014
Legg Mason August 1997 - January 2012
Ann Taylor Stores 1995 - 1997
JP Morgan 1993 - 1995
CS First Boston 1986 - 1993
CapCities/ABC 1982 - 1986
Education
Hofstra University 1978 — 1982
BBA, Administrative Computer Systems
Teaneck High School 1974 — 1978
Student, Columbia University August 2014 - Present
BlackRock August 2008 - August 2014
Moody's Investors Service August 1998 - July 2008
KPMG August 1996 - July 1998
CS First Boston August 1993 - July 1996
Citicorp March 1988 - August 1993
Skills
commercial real estate, Commercial Real Estate..., Risk Management, Business strategy, Higher Education, Business Strategy, Commercial Real Estate, Management, CMBS, Real Estate Economics, Securities, Capital Markets, Credit, Real Estate, Funding, Private Equity, Financial Risk, Mezzanine, Commercial Mortgages
Education
University of Illinois at Urbana-Champaign
Anthropology
University of Illinois at Urbana-Champaign
Ph.D., International Policy Studies
tondo January 2014 - Present
Winton Capital Management March 2014 - September 2015
BH Macro Limited, BH Global Limited, BH Credit Catalysts Limited September 2007 - March 2014
Credit Suisse Asset Management January 2011 - March 2013
Brevan Howard 2006 - 2011
Coalition Development 2006 - 2011
J.P. Morgan August 2001 - August 2006
Deutsche Bank September 1996 - August 2001
Merrill Lynch August 1994 - August 1996
CS First Boston July 1989 - August 1991
Skills
Hedge Funds, Investments, Alternative Investments, Credit Derivatives, Investment Banking, Emerging Markets, Private Equity, Capital Markets, Strategy, Trading, Interest Rate..., Foreign Exchange, International, Product Marketing, Marketing Strategy, Fundraising, Strategic Consulting, Non-Executive Director, Business Development, Fixed Income, Structured Products, Equities, Derivatives, Financial Markets, Asset Management, Investment Management, Structured Finance, Mergers & Acquisitions, Valuation, FX Options
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts (BA), Economics
William Penn Charter School, Philadelphia 1980 — 1985
Diploma
SECOR Asset Management August 2011 - Present
EigenSystems, LLC June 2006 - September 2011
Archeus Capital Management 2004 - 2006
Citigroup 1988 - 2004
CS First Boston 1992 - 1993
Citicorp Overseas Software Ltd. 1986 - 1991
Zenith Computers 1983 - 1987
Skills
Trading Systems, Derivatives, Fixed Income
Education
Birla Institute of Technology and Science 1977 — 1982
M.Sc, Computer Science
Atlantis Computing February 2015 - Present
Atlantis Computing October 2012 - Present
VMware November 2010 - October 2012
ASI System Integration March 2006 - November 2010
Province January 2006 - December 2008
Asian Rings Incorporate February 2004 - December 2008
Various Hedge Funds January 2000 - December 2005
Merrill Lynch July 1999 - December 1999
Goldman Sachs June 1997 - June 1999
CS First Boston September 1996 - January 1997
Skills
Cloud Computing, Virtualization, Storage, VMware, Storage Area Networks, VDI, Proprietary Trading, Process Optimization, Storage Virtualization, Performance Management, cost redu, Cost Reduction/Avoidance, Account Management, Disaster Recovery, Data Center, Servers, NetApp, SaaS, High Availability, Sales Presentations, Pre-sales
Education
Columbia University in the City of New York
New York University
Bachelor of Science (B.S.), Computer Science
Vinik Asset Management, LLP 2012 - Present
Ripplewood Holdings 2011 - 2012
Commercial International Bank 2009 - 2011
Ripplewood Holdings 2006 - 2009
Morgan Stanley 1998 - 2006
CS First Boston 1993 - 1995
Lviv Institute of Management 1992 - 1993
Education
University of Chicago Law School 1995 — 1998
Doctor of Law (JD)
University of Michigan 1989 — 1992
Bachelor of Science (BS), Mathematics and Political Science
WHHope Law, LLC November 2012 - Present
Sutherland Asbill & Brennan LLP July 2007 - November 2012
ING Investment Management July 2000 - June 2007
GE Financial Assurance June 1998 - June 2000
Aflac International April 1991 - April 1995
CS First Boston April 1988 - April 1990
Anderson Mori April 1984 - April 1987
Skills
Securities, Alternative Investments, Hedge Funds, Investments, Mutual Funds, FINRA, Derivatives, Risk Management, Asset Managment, Structured Finance, Corporate Law, Corporate Finance, Insurance, Due Diligence, Corporate Governance, Mergers & Acquisitions, Credit Derivatives, Investment Advisory, Asset Management, Financial Services, Compliance, Securities Lending, Finance
Education
University of Georgia School of Law
J.D., Law
University of Georgia School of Law
A.B., History and Political Science
Morgan Stanley January 2015 - Present
RIXML.org May 2000 - Present
J.P. Morgan January 2011 - July 2014
Credit Suisse November 2000 - December 2010
Donaldson, Lufkin & Jenrette April 1995 - October 2000
CS First Boston February 1992 - March 1995
IBM May 1991 - August 1991
Skills
Program Management, Business Analysis, Market Data, Trading Systems, Software Development, Requirements Gathering, PMO, Vendor Management, Software Project..., SDLC, IT Strategy, Disaster Recovery, Fixed Income, Team Leadership, Equities, Process Improvement, Investment Banking, Cross-functional Team..., Capital Markets, Electronic Trading, Banking, Project Portfolio..., Project Management, Securities, Middle Office, Derivatives, Team Management, Financial Services, Management, Integration, Leadership, Sybase, Prime Brokerage, Equity Trading, Equity Research, Web Project Management, CRM, Enterprise Architecture, Analysis, Databases, Project Planning, Reference Data, Trading, Business Intelligence, Software Documentation, Product Management
Education
Carnegie Mellon University 1989 — 1992
N/A, Computer Science
Polytechnic University 1988 — 1989
Master's Degree, Computer Science, 4.00 GPA (out of 4.00)
Polytechnic University 1985 — 1989
Bachelor's Degree, Computer Science, 3.96 GPA (out of 4.00)
R2 Coaching January 2013 - Present
RSR Advisory, LLC October 2012 - Present
CME Group January 2005 - December 2011
Cantor Fitzgerald November 2003 - December 2004
JP Morgan April 1995 - November 2003
CS First Boston April 1991 - March 1995
Skills
Credit Risk, Venture Capital, Electronic Trading, Fixed Income, Options, Derivatives, Capital Markets, Trading, Career Coaching, Proprietary Trading, Career Development..., Career Transitioning, Rates, Hedging, Financial Markets, Risk Management, Strategy, Hedge Funds, Trading Systems, Commodity, Interest Rate..., Financial Services, Securities, Asset Management, Alternative Investments, Investments, Leadership, Executive Coaching, Change Management
Education
NeuroLeadership Institute 2014 — 2014
Foundations of NeuroLeadeship Certificate Program, NeuroLeadership
Institute for Professional Excellence in Coaching 2012 — 2013
CPC, ELI-MP, Professional Coaching
University of Arkansas at Little Rock 1976 — 1978
BBA, Marketing
Southwestern at Memphis 1974 — 1975
JPMorgan Chase 1999 - Present
Credit Agricole Indosuez 1994 - 1997
CS First Boston 1991 - 1994
CS First Boston January 1990 - November 1991
Skills
Capital Markets, Asset Management, Derivatives, Financial Markets, Fixed Income, Investment Banking, Series 7, Strategic Financial..., Securities, Portfolio Management, Financial Services, Banking, Emerging Markets, Equities, Hedge Funds
Education
Columbia University in the City of New York
Master of Science in Negotiation and Conflict Resolution
Hofstra University
Bachelor of Business Administration, International Business
Lindenhurst High School
Barry Kutun, P.A. May 2010 - Present
Midwest Shingle Recycling, LLC August 2008 - Present
Coldwell Banker July 2013 - February 2014
The Arc of South Florida 2010 - 2014
City of North Miami August 2005 - May 2006
CS First Boston June 1987 - March 1995
Skills
Litigation, Commercial Litigation, Civil Litigation, Personal Injury, Criminal Defense, Legal Research, Criminal Law, Legal Writing, Government, Public Policy, Non-profits, Mediation, Nonprofits, Arbitration, Alternative Dispute..., Legal Issues, Trial Practice, Courts, Domestic Relations, Appeals, Immigration Law
Education
University of Miami School of Law 1963 — 1966
Juris Doctor, Law
University of Florida 1959 — 1962
BSBA, Accounting and Business/Management
GMO September 2011 - Present
Wellington Management July 2001 - August 2011
Charles Schwab 1998 - 2001
CS First Boston June 1994 - January 1998
Fidelity Investments 1989 - 1994
Skills
Alternative Investments, Asset Management, Asset Allocation, Valuation, Mutual Funds, Investment Management, Strategic Planning, Investments, Hedge Funds, Bloomberg, Equities, Series 24, Risk Management, Portfolio Management, Asset Managment, Investment Strategies, Business Development
Education
Boston University Questrom School of Business 1990 — 1993
M.B.A., Marketing
Babson College 1981 — 1985
B.S., Finance, Investments, Economics
Thomas H. Lee Partners June 2015 - Present
Galatea LLC 2012 - June 2015
ArjoHuntleigh 2014 - 2015
Covidien plc 2007 - 2012
Thermo Fisher Scientific May 2006 - June 2007
McKinsey & Company January 2004 - May 2006
Asymmetry, Inc. January 2000 - December 2003
Asymmetry Inc. 2000 - 2003
LATONA ASSOCIATES (Formerly THE HENLEY GROUP private equity) 1996 - 1998
CS First Boston 1990 - 1996
Skills
Strategy, Finance, Corporate Finance and..., Mergers & Acquisitions, Medical Devices, Leadership, Strategic Financial..., Acquisition Integration, Executive Management, Corporate Development, Strategic Partnerships, Business Strategy, Enterprise Software, Cross-functional Team..., Leading Organizational..., Management, Due Diligence, Emerging Markets, Strategic Planning, Divestitures, Lifesciences, P&L Ownership, Mergers and Acquisitions, Private Equity, Marketing, P&L Management, Mergers, Commercialization, Competitive Analysis, International Sales, Global Marketing, Portfolio Management, Pharmaceutical Industry, Entrepreneurship, Commercial leadership, Management Consulting, Product Development, Corporate Finance, Pricing Strategy, Leveraged Finance, Business Development..., General Management, Pharmaceuticals, Life Sciences, Information Technology, Turnaround Strategy, Strategic Repositioning, Marketing Strategy, Distributor Strategies, Stategic Marketing
Education
Amos Tuck School, Dartmouth College 1993 — 1995
Master of Business Administration (MBA), Finance and Strategy
Middlebury College 1986 — 1990
Bachelor of Arts (B.A.), Biology and Economics (double major), magna cum laude
MKM Partners June 2015 - Present
TJM Investments, LLC 2001 - June 2015
CS First Boston 1995 - 2001
First Continental Trading, LLC 1989 - 1995
Discount Corp. of New York 1985 - 1989
Skills
Derivatives, Hedge Funds, Equity Derivatives, Portfolio Management, Options, Fixed Income, Equities, Investments, Capital, Funding, Business Development, Fund Of Funds, Mergers, Strategy, Securities, Financial Risk, Family Office, Financial Advisory, Back Office, Alternative Investments, Structured Finance, Trading Systems, FX Options, Trading, Leadership, Commodity, Mergers & Acquisitions
Education
University of Colorado at Boulder 1980 — 1984
BA, Economics & Political Science
Bayview Ridge Capital January 2012 - Present
Globacor Partners Inc. March 2011 - Present
Infinium Group October 2002 - February 2011
Merrill Lynch January 2000 - December 2001
CS First Boston 1994 - 1998
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1984 — 1990
B.SC., Cybernetics
MediVas 2005 - 2013
Citigroup 1998 - 2004
Digitech Solutions 1996 - 1998
KPMG Baymark 1994 - 1996
Coopers & Lybrand 1992 - 1994
CS First Boston 1987 - 1991
Coopers & Lybrand 1982 - 1987
Skills
Operations Finance, P&L Ownership, SEC Financial Reporting, Financial Planning &..., Treasury Management, Capital Raising, Mergers & Acquisitions, Growth & Strategy, Business Development, Sarbanes-Oxley
Education
University of California, Los Angeles
BA, Economics
Best Tech Brands LLC February 2011 - Present
Sun & Co. January 2002 - Present
WISEarth Organics April 2010 - January 2011
TerraCycle November 2007 - July 2009
HydroSki April 2001 - November 2001
Emerging Markets Partnership May 1994 - April 2001
UBS February 1991 - March 1994
Sun Associates January 1990 - January 1991
CS First Boston January 1981 - December 1989
Goldman Sachs March 1976 - January 1981
Skills
Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Strategy, Strategic Planning, Angel Investing, Cleantech, Joint Ventures, Business Strategy, Funding, Mergers, Equities, Project Finance, Due Diligence, Investments, Private Placements, Restructuring, Investment Banking, Board of Directors, LBO, Finance, Leveraged Finance, Structured Finance, Growth Capital, Portfolio Management, Financial Structuring, Renewable Energy, Energy, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1973 — 1975
MBA, Finance & International Business
Princeton University 1968 — 1972
BA, Politics
reQuire June 2015 - Present
FirstKey Mortgage, LLC February 2014 - Present
Looking Glass Group, LLC October 2008 - February 2014
LandAmerica Financial Group March 2005 - September 2008
Radian 1998 - 2004
Bank One Mortgage Corporation January 1995 - January 1997
Prudential Home Mortgage 1989 - 1995
CS First Boston January 1986 - January 1989
Skills
Strategic Planning, Business Development, Operational Improvement, Start-ups, Mortgage Lending, Loans, Portfolio Management, Valuation, Mergers, Financial Services, Risk Management, New Business Development, Mergers & Acquisitions, Change Management, Mortgage Banking, FHA, Strategy, Credit, Mortgage Servicing, Loan Servicing, Leadership, Executive Management
Education
University at Albany, SUNY
Bachelor of Science
Caiman Energy II, LLC April 2015 - Present
Caiman Energy II, LLC October 2010 - April 2015
Regency Energy Partners LP 2005 - 2010
UBS Investment Bank September 1996 - June 2005
Deloitte Consulting June 1992 - September 1996
CS First Boston July 1988 - July 1991
Skills
Due Diligence, Energy, Energy Industry, Finance, Corporate Finance, Financial Reporting, Mergers, Contract Negotiation, Divestitures, M&A experience, Financial Modeling, Sarbanes-Oxley Act, Financial Analysis, Acquisitions, Private Equity, Accounting, SEC filings, Strategic Planning, Cash Management, Gas, Internal Controls, Natural Gas, Mergers & Acquisitions, Risk Management, Forecasting, Sarbanes-Oxley, Process Improvement, Budgets, Acquisition Integration, IPO, Investor Relations
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MM, Business
Southern Methodist University 1984 — 1988
BA & BBA, English & Business
Community Development Institute Head Start May 2014 - Present
VFCB Productions August 2012 - Present
VFCB Productions January 2003 - Present
98.7 KISS FM- New York ( Emmis Communications) April 2004 - April 2012
UBS Financial Services November 2007 - July 2009
1500-WGHT October 2004 - April 2006
PriceWaterhouseCoopers September 1999 - June 2003
Davis Polk and Wardwell February 1997 - January 1999
Executon Informations Systems January 1995 - February 1997
CS First Boston May 1992 - April 1994
Skills
Radio, Broadcast, Voice Over, New Media, Digital Media, Social Networking, Television, Social Media, Entertainment, Social Media Marketing, Event Management, Copywriting, Video Production, Public Speaking, Multimedia, Producing, Radio Broadcasting, Blogging, Facebook, Advertising, Digital Strategy, Media Production, Radio Producing, Project Management, Content Strategy, Journalism, Brand Development, Creative Writing, Radio Host, Public Relations, Editing, Sound, Publicity, Creative Direction, Integrated Marketing, Digital Marketing, Online Marketing, Music, Media Relations, Video Editing, Press Releases, Content Development, Podcasting, Content Management, Final Cut Pro, Voice Acting, Media Planning, Mobile Marketing, Human Resources, Human Resource...
Education
Kaizen Tehnologies 2011 — 2011
Project Management Certificate
Fashion Institute of Technology 1985 — 1990
BS/AAS, Marketing/Comunications/Buying & Merchandising
Golfstruck, Inc. March 2010 - Present
The Bergen Record May 2000 - September 2012
Ramapo High School January 2001 - May 2012
PGA TOUR January 1995 - December 1998
CS First Boston January 1992 - December 1994
Morgan Stanley Smith Barney January 1984 - December 1989
Prudential Financial January 1979 - December 1983
Skills
Ozzie is the instructor..., Investment Banking, Sports, Marketing, Golf
Education
PGA Business School 1972 — 1975
Class "A" PGA Professional, Instruction & Pro Shop Operations
Michigan State University 1968 — 1970
Graduate Studies Education / Psychology
Oakland University 1965 — 1968
BS, Finance & Economics
U.S. Air Force Academy 1964 — 1965
Business
Ramapo Technologies, Inc. February 2014 - Present
Ramapo Technologies February 2010 - Present
Ramapo Technologies Inc. June 2011 - November 2013
Ramapo Technologies Inc. August 2010 - June 2011
Ramapo Technologies Inc. January 2010 - May 2010
The Bank of New York Mellon March 2002 - November 2009
Smith Barney June 1998 - June 2001
Fidelity Investments July 1995 - June 1998
Nomura Research Institute, America 1991 - 1995
CS First Boston 1985 - 1991
Skills
Financial Services, Data Center, Market Data, Vendor Management, PMP, Risk Management, Program Management, Portfolio Management, IT Strategy, Integration, Management, Business Analysis, IT Service Management, Software Project..., Requirements Analysis, SDLC, Trading Systems, Process Improvement, Enterprise Architecture, Infrastructure, ITIL, Information Technology, Disaster Recovery, Databases, PMO, Project Portfolio..., Change Management, Leadership, Governance, Software Development, IT Management, Project Delivery, System Deployment, Business Continuity, Business Process..., Outsourcing, Requirements Gathering, Business Process, Business Transformation, Business Intelligence, Business Process..., Business Requirements, Resource Management, Visio, Solution Architecture, Agile Project Management, IT Operations, MS Project, Offshoring, Data Warehousing
Education
Adelphi University 1963 — 1965
MS, Mathematics
City University of New York-Queens College 1959 — 1963
BS, Mathematics
BNPP October 1990 - Present
Capstar Partners October 1990 - October 2007
CS First Boston September 1984 - March 1988
Skills
Corporate Finance, Mergers, Financial Analysis, Private Equity, Investment Banking, Valuation, Due Diligence, Project Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
SM, MBA
Tufts University 1978 — 1982
BSCE, Civil Engineering, Finance
Accenture September 2011 - Present
IBM January 2004 - August 2011
Rigor Consultants, LLC May 2002 - January 2004
Diogenes, inc June 2001 - May 2002
UBS PaineWebber February 1998 - February 2001
CSC March 1996 - February 1998
Chemical Bank 1995 - 1996
CS First Boston June 1994 - April 1995
Merrill Lynch 1992 - 1994
IBM 1989 - 1992
Skills
WebSphere Portal, Integration, Technical Architecture, Software Development, Enterprise Software, Management, WebSphere Application..., SOA, Data Modeling, Software Project..., Databases, Capacity Planning, Java, Websphere, Testing, Enterprise Architecture, Oracle, Architecture, Portals, Data Warehousing, Web Services, Solution Architecture, XML, Project Management, Cloud Computing, Pre-sales, SaaS, Mobile Devices, EAI, MS Project, IT Strategy, Servlets, SDLC, System Architecture, Requirements Analysis, Agile Methodologies, IT Management, Java Enterprise Edition, Lotus Connections, ESB, Business Intelligence, JDBC, Security, Business Analysis, Software Design, Middleware, JSP, Windows, ITIL, AIX
Education
University of Toronto 1979 — 1982
M. Sc.
McGill University 1976 — 1979
Bachelor of Commerce
Vanier College 1974 — 1976
Diploma Detude College
St. Georges High School 1969 — 1974
GED
Greater Boca Raton Chamber of Commerce November 2011 - Present
Bell Rock Capital April 2007 - Present
Junior League of Boca Raton August 2002 - Present
Junior League of Boca Raton Endowment Fund June 2009 - May 2014
Ryan Beck & Co. May 2003 - March 2007
Ryan Beck & Co. May 2003 - March 2007
Putnam Lovell NBF March 2000 - February 2003
Salomon Smith Barney April 1997 - June 1999
CS First Boston 1992 - 1995
Janney Montgomery Scott 1992 - 1993
Skills
Financial Modeling, Investments, Valuation, Asset Managment, Equities, Mergers, Investment Banking, Capital Markets, Portfolio Management, Financial Regulation, Buy-side, Equity Research, Non-profits, Hedge Funds, Executive Management, Strategic Financial..., Mutual Funds, Budgets, Insurance, Nonprofits, Mergers & Acquisitions, Management, Banking, Series 7, Securities, Alternative Investments, Strategic Planning, Leadership, Options, Asset Management, Financial Services, Investment Strategies, Fixed Income, Investment Advisory, Asset Allocation, Series 63, Bonds, Private Equity, Trading, Analysis, Financial Analysis, Investment Management, Wealth Management, FINRA, Wealth Management..., Financial Markets, Financial Advisory, Finance, Bloomberg, Investor Relations
Education
Cedar Crest College 1984 — 1988
BS, Finance, economics
Cedar Crest College 1984 — 1988
Bachelor of Science, Finance & Economics
Prince Street Capital Management September 2001 - Present
ABN Amro Bank NV April 1998 - January 1999
Merrill Lynch International November 1996 - August 1997
CS First Boston April 1985 - September 1996
Skills
Hedge Funds, Alternative Investments, Investment Management, Finance, Equities, Asset Management, Private Equity, Emerging Markets, Due Diligence, Fixed Income, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1982 — 1985
MBA, Finance, Marketing
Miami University 1976 — 1980
BS, Business
DTCC November 2010 - March 2011
Misys January 2002 - November 2010
Spherion August 1997 - November 2001
Muze July 1995 - August 1997
CS First Boston May 1993 - May 1995
FD Consulting 1991 - 1993
Skills
Testing, Web Testing, System Testing, Integration Testing, Regression Testing, Black Box Testing, Bug Tracking, Test Execution, Manual Testing, Defect Tracking, User Acceptance Testing, SIT Testing, UAT Testing, Loan IQ, Business Analysis, Quality Center, JIRA, Test Cases, Test Management, Test Scripts, Commercial Lending, Software Quality..., Quality Assurance, Offshore Resource..., Offshore Outsourcing, IT Outsourcing, Requirements Gathering, Requirement..., Functional Requirements, Finance, Software Consulting, Business Requirements, Functional..., SIT, Acceptance Testing, Loans, Test Automation, SDLC, Test Planning, Financial Applications
Education
Northeastern University 1985 — 1989
MS, Computer Science
Worcester Polytechnic Institute 1980 — 1984
BS, Computer Science
Oceanside High School 1977 — 1980
Jackson Holdings, Inc. February 2009 - Present
MD&E CLARITY September 2010 - February 2012
Lucas Group February 2008 - January 2009
Becker Executive Search October 2000 - September 2006
CS First Boston 1985 - 2000
Security Savings and Loan 1983 - 1985
Skills
Executive Recruiter, Telecommunications, Acquisition Integration, Recruiting, Executive Search, Talent Acquisition, Vendor Management, Business Development, Program Management, Training
Education
Cal State Fullerton 1979 — 1983
Finance, Accounting & Finance
DTCC October 2011 - Present
IBM February 2011 - August 2011
FDIC April 2009 - January 2011
Merrill Lynch May 2005 - December 2008
SIAC December 2003 - April 2005
GHI October 1997 - October 2003
First Data Corp 1995 - 1997
Norfolk State University 1992 - 1995
CS First Boston 1987 - 1992
PaineWebber December 1986 - August 1987
Skills
Capacity Planning, SAS, AIX, Unix, Windows, Mainframe, JCL, z/OS, Solaris, Linux, Capacity Management, Performance Tuning, VSAM, Business Process, SAS programming, SQL, IT Service Management, Visio, Integration, Business Intelligence, Access, Enterprise Architecture, Analysis, Testing, Disaster Recovery, VMware, Operating Systems, ITIL, Infrastructure, DB2, Infrastructure Capacity..., Data Center, Storage Area Networks, Workload Management, SAS/SQL, SunOS, IBM AIX, SAN
Education
Mercy College 1981 — 1985
Morgan State University 1976 — 1978
E*TRADE Financial November 2010 - Present
Mantara May 2009 - October 2010
Lab49 March 2008 - March 2009
Lehman Brothers May 2006 - March 2008
Codestreet August 2003 - May 2006
Reuters May 2000 - August 2003
Goldman Sachs 1994 - 2000
CS First Boston 1993 - 1994
IBM Thomas J Watson Research Center 1985 - 1993
Skills
Linux, C++, Multithreading, Distributed Systems, Trading Systems, Market Data, Software Development, Java, C#, C, TCP/IP, Algorithms, Programming, Unix, Enterprise Software
Education
Columbia University in the City of New York
MS
Columbia University in the City of New York
BS
Porter, White & Company February 2002 - Present
ALK Technologies 2000 - 2001
Credit Suisse July 1997 - June 1998
Credit Suisse First Boston July 1996 - June 1997
CS First Boston July 1994 - June 1996
Skills
Investments, Finance, Investment Banking, Management, Mergers & Acquisitions, Investment Management, Due Diligence, Financial Modeling, Financial Advisory, Project Finance
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
Princeton University 1990 — 1994
BSE
Indian Springs School 1985 — 1990
Verifone October 2013 - Present
Citi November 2010 - September 2013
Citi March 2008 - November 2010
Citi January 2006 - March 2008
Citi June 2002 - January 2006
Citi November 2000 - June 2002
Donaldson, Lufkin & Jenrette March 1997 - November 2000
Smith Barney January 1995 - February 1997
CS First Boston October 1990 - January 1995
Education
Cornell University 1986 — 1990
Bachelor of Science (BS), Economics
Drexel Hamilton July 2012 - Present
Susquehanna International Group April 2010 - January 2012
Putnam Investments July 2008 - April 2010
Bear Stearns & Co. June 2001 - June 2008
Morgan Stanley February 1994 - June 2001
CS First Boston September 1991 - February 1994
The Wall Street Journal June 1983 - July 1991
Skills
Equities, Investment Banking, Banking, Portfolio Management, Capital Markets, Financial Services, Series 7, Investments, Alternative Investments, Sell Side, Valuation, Equity Valuation, Securities, Financial Modeling, Industry Analysis, Competitive Analysis, Asset Management, Investment Management, Research, Investor Relations, Financial Markets, Private Equity, DCF, Emerging Markets, Asset Allocation, Bonds, Series 86/87, Brokerage, Series 24, Equity Research
Education
Harvard University
A.B., cum laude, History and Literature
Phillips Academy
ExpertPlan/Ascensus August 2014 - Present
Director November 2013 - May 2014
JCC of Allentown November 2009 - October 2013
Fisher Clinical Services November 2006 - August 2010
Executive Search and Recruitment March 2004 - October 2006
CP Lighting, Inc March 1991 - February 2001
Nomura Securities June 1989 - June 1990
CS First Boston September 1986 - May 1989
KPMG July 1984 - August 1986
Skills
Recruiting, Accounting, Nonprofits, Leadership, Strategic Planning, Program Management, Public Speaking, Fundraising, Management, Microsoft Office, Budgets, Microsoft Excel, Event Planning, PowerPoint, Research, Team Building, Process Improvement, Manufacturing, Financial Reporting, Leadership Development, Financial Analysis, Business Planning, Microsoft Word, Social Media, Finance, Management Consulting, Sarbanes-Oxley Act, Staff Development, Strategy
Education
Boston University 1980 — 1984
BSBA, Accounting and Finance
7digital Group October 2012 - Present
Dolby Laboratories May 2008 - September 2015
Via Licensing Corporation February 2009 - June 2015
Cowen Group, Inc. April 1998 - April 2008
Volpe Brown Whelan March 1995 - April 1997
JP Morgan June 1992 - March 1995
CS First Boston July 1979 - June 1992
Skills
Mergers, Corporate Finance, Business Strategy, Corporate Development, Strategic Partnerships, IPO, M&A experience, Due Diligence, Private Equity, Acquisition Integration, Divestitures, Financial Modeling, Digital Media, Mergers & Acquisitions, Strategy, Licensing, Start-ups, Venture Capital, Management
Education
Stanford University Graduate School of Business 1981 — 1983
MBA, Business
Brown University 1975 — 1979
Sc.B., Applied Mathematics and Economics
Cody Peak Advisors LLC November 2014 - Present
Eureka Capital Partners, LLC April 2003 - November 2014
Bear Stearns May 1999 - October 2001
CS First Boston September 1991 - March 1996
Kidder Peabody April 1990 - September 1991
Drexel Burnham Lambert September 1988 - February 1990
Dow Chemical July 1982 - June 1986
Skills
Capital Markets, Investment Banking, Mergers & Acquisitions, Leveraged Finance, Valuation, Due Diligence, Private Equity, Corporate Development, Restructuring, Strategy, Corporate Finance, Strategic Planning, Financial Modeling, Start-ups, Venture Capital, Management
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Pennsylvania State University 1977 — 1982
BS, Chemical Engineering
AIGGS July 2012 - Present
AIGGS April 1994 - Present
Amerada Hess 1991 - 1994
CS First Boston 1988 - 1991
Mutual Benefit Life Insurance 1985 - 1988
Dun & Bradstreet 1982 - 1985
Skills
ITIL, z/OS, Mainframe, Project Management, PMP, Management, Leadership, Risk Management, Project Planning, Disaster Recovery, Vendor Management, Analytical Skills, IT Management, SAP, Business Intelligence, Project Portfolio..., Infrastructure, Data Center, Databases, IT Strategy, Troubleshooting, Cloud Computing, Servers, PMO, Networking, Information Technology, Integration, IT Service Management, SDLC, IT Operations
Education
Villanova University 2005 — 2006
PMP Certification
Thomas Edison State College 2004 — 2005
BA, Liberal Arts
Seton Hall University 1975 — 1978
Seton Hall Prep 1971 — 1975
College Prep
Treliant Risk Advisors 2012 - Present
Bladestone Financial LLC 2001 - 2012
AGS Financial LLC 1995 - 2001
CS First Boston 1991 - 1995
Wells Fargo Bank 1985 - 1991
Oak Industries 1981 - 1985
Education
University of San Diego 1983 — 1986
MBA, International Finance
Carthage College 1977 — 1981
BA, Accounting, Business Administration and Public Finance
Local First (Durango) July 2007 - Present
Oakhaven Permaculture Center September 1999 - Present
Sustainability Alliance of Southwest Colorado January 2006 - December 2008
Optimark Technologies, Inc. September 1997 - March 1999
The Council on Economic Priorities January 1997 - September 1997
Capital Market Risk Advisors December 1994 - December 1996
Arcturus Investors, Inc. June 1992 - July 1994
CS First Boston July 1983 - June 1990
Harvard Business School September 1970 - June 1973
Skills
Community Building, Non-profits, Permaculture, Research, Public Speaking, Portfolio Management, Sustainability
Education
ZERI Certification Training 2005 — 2005
Systems, Biology, Business Analysis
Permaculture 2002 — 2002
Certified Pc Designer, Systems, Biology, Organic Agriculture, Green Building
Massachusetts Institute of Technology - Sloan School of Management 1966 — 1972
Ph.D., Economics, Finance & Cognitive Psychology
University of Colorado Boulder 1958 — 1960
B.S., Mechanical Engineering
Facebook May 2012 - Present
Google April 2008 - May 2012
Deutsche Bank 2007 - 2008
Lehman Brothers 2004 - 2007
Citigroup 1997 - 2003
CS FIrst Boston 1991 - 1993
Education
Williams College 1987 — 1991
BA, Economics
Harvard Business School
MBA
Princeton University
MPA / URP, International Development / Urban and Regional Planning
RBC Capital Markets March 2007 - Present
Credit Suisse February 2001 - January 2007
ParentWatch \ Arrowsight October 1998 - February 2001
CS First Boston June 1994 - October 1998
The First Boston Corporation April 1986 - May 1994
Jefferson Pilot \ Mini-Pak \ Data Communications Corp \ Harris Direct 1984 - 1986
Skills
Market Data, Derivatives, Equities, Financial Services, Fixed Income, Financial Markets, Unix, Electronic Trading, Investment Banking, Capital Markets, Low Latency, Data Center, Project Management, Trading Systems, Process Improvement, Trading, Asset Managment, IT Strategy, Change Management, Disaster Recovery, Risk Management, Business Continuity, Project Delivery, Market Risk, IT Management, Vendor Management, Enterprise Architecture, IT Operations, Infrastructure, PMO, Management, Prime Brokerage, Service Delivery, Credit Derivatives, Reference Data, System Deployment, Swaps, Project Portfolio..., Middle Office, SDLC
Education
Hofstra University
Friends of Palm Beach March 2015 - Present
TomorrowVentures, LLC April 2011 - December 2012
Calibre, Wachovia January 2006 - July 2010
The Horizon Group March 1998 - November 2001
CS First Boston 1987 - 1996
Skills
Venture Capital, Event Planning, Fundraising, Entrepreneurship, Outlook, Event Management, Management, Strategic Planning, Editing, Non-profits, Marketing Strategy, Leadership, Public Speaking, Customer Service, Real Estate, Microsoft Office, Marketing, Social Media, Team Building, Public Relations, Sales, Start-ups
Education
State University of New York College at Oneonta 1983 — 1987
Daniel Gale Sothebys April 2005 - May 2011
Young's Fine Wines August 1997 - May 1999
CS First Boston November 1993 - July 1997
Paloma Picasso for Lopez Cambil March 1990 - March 1993
Education
EducationTowson University
B.S, Mass Communications
Columbia Senior High School
Towson University
BS, Mass Communications
Office Environment Company January 2011 - Present
McLaughlin Interior Design June 2000 - December 2010
Sanford Bernstein & Co. April 1996 - September 1999
CS First Boston April 1994 - April 1996
Citi 1992 - 1994
Skills
Furniture, Space-planning, Microsoft Office, PowerPoint, Account Management, Microsoft Word, Microsoft Excel, Sales, Sales Presentations, Building Relationships, Marketing, New Business Development, B2B, Marketing Strategy, Sales Management
Education
University of Exeter 1991 — 1992
MBA, International Management
New York School of Interior Design 1999 — 2000
Assoc. Degree Interior Design, Interior Design
Trinity College-Hartford 1988 — 1991
Bachelor of Arts (B.A.), American History (United States)
The Brearley School 1975 — 1988
Stonegate Ltd. January 2007 - Present
Thayer School of Engineering at Dartmouth September 2005 - Present
Deutsche Bank October 2004 - August 2007
Carbon Financial, Inc. October 2001 - October 2004
JPMorgan Chase March 2000 - October 2001
Merrill Lynch April 1993 - March 2000
CS First Boston September 1992 - April 1993
Simpson Thacher & Bartlett October 1990 - August 1992
Tektronix August 1985 - August 1987
Westinghouse Electric Company August 1983 - August 1985
Skills
Mergers, Project Finance, Investment Banking, Real Estate, Valuation, Renewable Energy, Financial Modeling, Entrepreneurship, Corporate Development, Financial Analysis, Structured Finance, Structuring, Debt, Strategy Development, Energy, Joint Ventures, Deal Structuring, Corporate Finance, Business Strategy, Negotiation, Corporate Governance, Business Planning, Cleantech, Real Estate Finance, IPO, Contract Negotiation, Financial Structuring, Real Estate Economics, Mergers & Acquisitions, Strategy, Analysis, Venture Capital, Leadership, Program Management, Start-ups, Investments, Private Equity, Project Management, Finance, Restructuring, Management, Due Diligence, Equities, Capital Markets, Strategic Planning, Business Development, Executive Management, Financial Services, Securities, New Business Development
Education
University of Chicago Law School 1987 — 1990
JD
Dartmouth College 1979 — 1983
AB
Ossining High School 1975 — 1979
Diploma
Pennoyer Partners 2012 - Present
KFK Tehnika (USA), LLC July 2014 - June 2015
Pennoyer International Limited March 2012 - March 2014
Brunswick Capital Partners 2007 - 2012
Caxton Associates 2004 - 2007
JEMMCO Capital 2002 - 2003
InterPacific Capital Management 1997 - 1998
CS First Boston 1991 - 1993
Morgan Stanley 1989 - 1991
Morgan Stanley 1983 - 1987
Skills
Hedge Funds, Quantitative Analysis, Trading Systems, Proprietary Trading, Trading, Financial Markets, Electronic Trading, Portfolio Management, Asset Management, Securities, Alternative Investments, Investments, Financial Modeling, Commodities, Equities, Risk Management, Equity Trading, Investment Banking, Asset Managment, Capital Markets, Private Equity, Corporate Finance, Investment Advisory, Investment Strategies, Investment Management, Private Placements, Corporate Development, Mergers, Series 63, Venture Capital
Education
Stanford University Graduate School of Business 1987 — 1989
Master of Business Administration (MBA)
New York University School of Medicine 1984 — 1986
Columbia University in the City of New York 1980 — 1984
Bachelor of Arts (BA)
Joseki Technologies Incorporated May 2009 - Present
Bluenog Corp August 2006 - April 2009
Starwood Hotels June 2003 - December 2005
Tribeca Imaging Laboratories June 2002 - June 2003
Crosslinks Systems January 2001 - March 2002
STUDENT UNIVERSE October 1999 - August 2000
Steidley Consulting, Inc. September 1996 - September 1999
Compete Inc September 1995 - September 1996
TECHNOLOGY SOLUTIONS COMPANY September 1994 - September 1995
CS First Boston October 1993 - September 1994
Skills
Agile Methodologies, Enterprise Architecture, Integration, Software Development, Enterprise Software, Business Intelligence, Databases, Oracle, E-commerce, Architectures, Web Applications, Java, Linux, Process Improvement, Management, AJAX, Security, JSP, Solaris, Websphere, System Architecture, Product Development, XML, Architecture, Product Management, Weblogic, SOA, Mobile Applications, SDLC
Education
Princeton University 1989 — 1993
AB, Physics
ENG - Expert Network Group, LLC September 2009 - Present
Genworth Financial April 2008 - August 2009
Columbia Management (US Trust) November 2004 - March 2008
JP Morgan Chase August 2001 - August 2004
CS First Boston January 1999 - July 1999
Morgan Stanley 1995 - 1997
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Finance & Strategy
Skidmore College 1991 — 1995
B.A., Economics, Asian Studies
Millburn High School 1988 — 1991
Morgan Stanley September 2013 - Present
Goldman Sachs September 2010 - August 2013
Mphasis June 2008 - September 2010
Merrill Lynch March 2006 - May 2008
Goldman Sachs February 2001 - February 2006
JP Morgan 1994 - 2000
CS First Boston 1993 - 1994
Nomura Securities International 1992 - 1993
Information Builders 1990 - 1992
City University of New York (CUNY 1988 - 1989
Skills
Trading Systems, Fixed Income, FX Options, Equities, Risk Management, Financial Markets, Credit Risk, Business Development, Financial Services, Treasury Management, Finance, Derivatives, Capital Markets, Management, Investment Banking, OOAD, Architecture, Analysis, Databases, Business Analysis, Financial Modeling, SDLC
Education
Indian Institute of Management, Ahmedabad 1984 — 1986
PGDM (MBA)
Indian Institute of Technology, Madras 1979 — 1984
B Tech
Sainik School, Amaravathinagar
NW Associates 2014 - March 2015
Mattel 2011 - 2014
Mattel 1999 - 2011
Bandai America 1997 - 1999
Playmates Toys 1996 - 1997
Opcode Systems 1993 - 1993
CS First Boston 1989 - 1992
Skills
Brand Development, Brand Management, Marketing, Consumer Products, Marketing Strategy, Marketing Communications, Marketing Research, Product Marketing, Strategy, Product Development, Entertainment, Youth Culture, International Marketing, Management, Integrated Marketing, Cross-functional Team..., Presentation Skills, Competitive Analysis, Strategic Marketing, Marketing Management, Strategic Partnerships, Advertising, Brand Architecture, Creative Direction, Licensing, Market Planning, Promotional Partnerships, Toys, Positioning, Leading Pitches, Digital Marketing, Strategic Planning, Commercials, Customer Insight, Business Strategy, Music, Product Management, Sales, Creative Briefs, Presentation Development, Marketing Copy, Global Marketing, Presenting, New Business Development, Turnaround Specialist, Launching New Brands, Branding, Online Marketing, License Management, Product Launch
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Marketing, Organizational Behavior
Dartmouth College 1985 — 1989
Bachelor's Degree, English
The Pingry School 1979 — 1985
ForgeRock May 2015 - Present
IBM November 2012 - June 2014
AVAcorp January 2009 - November 2012
Sun Microsystems December 2004 - December 2008
PepsiCo December 2000 - 2004
IBM Global Services 1998 - 2000
AIG 1995 - 1998
CS First Boston 1993 - 1995
Shearson Lehman 1990 - 1993
The Equitable 1988 - 1990
Skills
Business Development, Account Management, CRM, New Business Development, Enterprise Software, Integration, Leadership, Professional Services, Strategy, Strategic Partnerships, SharePoint, Management, Solution Selling, Social Media Marketing, Program Management, Sales, Business Analysis, Customer Retention, Cloud Computing, Consulting, Pre-sales, Sales Management, SaaS, Project Management, Business Intelligence, Change Management, Budgets, Vendor Management, Information Technology, Public Speaking, Data Center, Selling, Recruiting, Strategic Planning, IT Strategy, Executive Management, Project Delivery, Management Consulting, SDLC, Outsourcing, Product Management, Enterprise Architecture, Start-ups, Solution Architecture, Business Process..., Team Management, ERP, Analytics, Software Project..., Business Process
Education
SUNY Levin Institute FastTrac(R) New Venture Program 2012 — 2012
FastTrac(R) New Venture Program, Entrepreneurship
Columbia University
Computer Science
College of Mount Saint Vincent
B.A., Economics
Corporate Electric Group, Inc. August 2009 - Present
Goldman Sachs & Co. September 2000 - August 2009
Spear, Leeds & Kellogg LP March 1994 - September 2000
Daiwa Securities January 1993 - March 1994
CS First Boston June 1988 - July 1992
Salomon Brothers June 1986 - June 1988
Education
Manhattan College 1982 — 1986
BS, Finance, Computer Information Systems
Markov Processes International (MPI) October 2007 - December 2009
Bayes Capital Management, LLC October 2006 - July 2007
FactSet Research Systems / CallStreet, LLC March 2002 - August 2004
Booz Allen & Hamilton, Inc. May 2000 - July 2000
Metron, Inc. July 1995 - July 1998
CS First Boston July 1994 - June 1995
Skills
Start-ups, Product Management, Database Admin, Product Marketing, Project Management, Business Development, Cross-functional Team..., Sales, Mathematical Modeling, Analytics, Trading, Product Development, Financial Modeling, Software Project..., Financial Analysis, Options
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Management
Yale University 1990 — 1994
BS, Applied Mathematics, with concentration in Operations Research and Physics
Machon Shlomo
Bellmore Memorial Library August 1998 - Present
Farmingdale SEPTA 2007 - 2008
Oliver, Wyman & Company May 1995 - January 2000
CS First Boston May 1991 - March 1995
Skills
Grant Writing, Research, Relationship Cultivation, Books, Library Instruction, Public Libraries, Community Outreach, Public Speaking, Library, Microsoft Excel, Library Science, Singing, Teaching, Microsoft Word, Cataloging
Education
Queens College 1990 — 1991
Masters, Library Science, Library and Information Sciences
Cornell University 1984 — 1988
Bachelor of Science, Human Development & Family Studies
Hunter College Highschool 1978 — 1984
High Shool
Deutsche Bank February 2013 - Present
Hammerstone Group October 2011 - March 2013
CRT CAPITAL LLC July 2005 - October 2011
UBS Investment Bank May 1998 - May 2005
Cantor Fitzgerald September 1996 - February 1998
Furman Selz March 1996 - September 1996
CS First Boston May 1994 - March 1996
Bear/Hunter Specialist May 1993 - May 1994
Skills
Series 7, Alternative Investments, Bloomberg, Bonds, Capital Markets, Equities, Equity Research, Equity Trading, FINRA, Fixed Income, Hedge Funds, Options, Proprietary Trading, Securities, Series 63, Trading, Trading Systems
Education
Providence College 1988 — 1992
State of California Department of Justice February 2006 - Present
State of California Department of Justice November 2001 - January 2006
McCutchen, Doyle, Brown & Enersen 1997 - 2001
United States District Court for the Northern District of California 1996 - 1997
CS First Boston 1993 - 1995
Shearman & Sterling 1992 - 1993
PaineWebber 1984 - 1988
Skills
Civil Litigation, Environmental Law, Trials, Motions, Depositions, Corporate Law, Public Policy, Appeals
Education
University of California, Berkeley - School of Law 1989 — 1992
J.D.
Harvard University 1978 — 1983
AB, magna cum laude, Social Studies
The Spence School/Acalanes High School 1974 — 1978
Clarien Bank Limited February 2014 - Present
PBF Associates January 2012 - February 2014
BNY Mellon 1999 - 2011
Coutts & Co 1995 - 1999
CS First Boston 1994 - 1995
JP Morgan 1975 - 1994
Skills
Executive Management, Strategic Leadership, Wealth Management, Investment Advisory, Estate Planning, New Business Development, Global Business..., Business Strategy, International Management, Corporate Finance, Mentoring Of Staff, High Net Worth..., Hedge Funds, Wealth, Private Equity, Mergers & Acquisitions, Equities, Series 7, Alternative Investments, Private Banking, Investment Banking, Strategy, Relationship Management, Portfolio Management, Wealth Management..., Fixed Income, Asset Management
Education
Eaglebrook School
Stanford University
BA, Economics
Phillips Academy
Computer Group of Princeton, LLC Systems AdministratorHNC SoftwareJuly 2000 - August 2001
CS First Boston 1984 - 1995
Education
Binghamton University - School of Management 1968 — 1972
Stony Brook University 1967 — 1971
BS, Mathematics
Bryant High School 1964 — 1967
Academic, Academic
Greenhill & Co 2012 - Present
Lazard Freres 1999 - 2012
Alex. Brown & Sons 1997 - 1999
CS First Boston 1993 - 1995
Skills
Private Equity, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Capital Markets, Hedge Funds, Venture Capital
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, General
Middlebury College 1988 — 1992
BA, Economics
The Taft School 1985 — 1988
Goldman Sachs & Co. January 2001 - Present
Spear, Leeds & Kellogg LP March 1994 - January 2001
Daiwa Securities America March 1993 - March 1994
CS First Boston June 1988 - September 1992
Salomon Brothers Inc. June 1986 - June 1988
Education
Manhattan College 1982 — 1986
BS, Finance, Computer Information Systems
GSB Group LLC August 2012 - Present
Bridgewater Associates January 2012 - June 2012
UBS Wealth Management Americas June 1996 - January 2012
Chase Manhattan Bank March 1995 - June 1996
CS First Boston March 1993 - March 1995
Morgan Stanley 1981 - March 1993
Consultant 1978 - 1981
Salomon Brothers 1977 - 1978
EDS Group 1974 - 1977
Skills
Fixed Income, Management, Hedge Funds, Order Management, Equities, Information Technology, Trading Systems, Investment Banking, Capital Markets, Executive Management, IT Strategy, Program Management, Prime Brokerage, Derivatives, Financial Services, Risk Management, Back Office, Money Market, Relationship Management, Software Project..., Vendor Management, Wealth Management
Education
Hofstra University 1971 — 1974
Bachelor's of Science, Computer Science
KKR Asset Management September 2010 - Present
Federal Home Loan Bank of San Francisco December 2008 - August 2010
TCW, INC. (Trust Company of the West) 1997 - 2008
Trust Company of the West 1993 - 1997
CS First Boston June 1987 - May 1993
Drexel Burnham Lambert October 1984 - June 1987
Andersen Consulting July 1982 - October 1984
Skills
Program Management, Application Development, Business Analysis
Education
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Finance
William Blair January 2004 - Present
William Blair and Company 2004 - Present
William Blair and Company 2001 - 2004
William Blair and Company 1995 - 2000
CS First Boston May 1991 - May 1995
Skills
Series 7, Equities, Financial Modeling, Portfolio Management, Valuation, Investments, Series 63, Alternative Investments, Asset Managment, Securities, Hedge Funds, Financial Analysis
Education
Indiana University Bloomington 1987 — 1991
BS, Marketing
Indiana University Bloomington 1987 — 1991
Bachelor of Science (BS), Marketing
Raymond James & Associates October 2010 - Present
Canaccord Genuity 2004 - October 2010
SunTrust Robinson Humphrey 1999 - 2004
Tucker Anthony Incorporated 1995 - 1999
CS First Boston 1993 - 1995
Skills
Private Equity, Mergers, Fixed Income, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Venture Capital, Banking
Education
Harvard University 1989 — 1993
AB
Nobles
KLD Training Associates LLC May 2011 - Present
Morgan Stanley January 2008 - May 2011
Merrill Lynch June 2006 - January 2008
Trepp LLC April 2005 - June 2006
Thomson Financial April 2003 - April 2005
Moneyline Telerate January 2001 - April 2003
Goldman Sachs August 1996 - January 2001
CS First Boston January 1992 - March 1995
Bloomberg March 1990 - December 1991
Drexel Burnham Lambert March 1988 - February 1990
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Financial Markets, Securities, Financial Services, Market Data, Structured Products, Economics, Finance, Prime Brokerage, Investment Banking, Trading, Asset Managment, Electronic Trading, Trading Systems, Hedge Funds, Series 7, Alternative Investments, Investments, Bonds, Valuation, Mutual Funds, Risk Management, Private Equity, Commodity, FX Options, Options, Equity Trading, Series 63, Emerging Markets, Portfolio Management, Investment Management, FINRA, Equity Research, Investment Advisory, Wealth Management
Education
New York University 2006 — 2011
MS, Real Estate Finance
New York University 2002 — 2004
Graduate Certificate, Marketing
University at Albany, SUNY 1981 — 1985
BS, Mathematics
FGIC March 1997 - Present
CS First Boston May 1992 - February 1995
Standard & Poor's Ratings Services 1981 - 1992
Skills
Strategy, Bonds, Financial Risk, Credit, Corporate Finance, Public Finance, Project Finance, Insurance, Securitization, Fixed Income, Structured Finance, Capital Markets, Financial Analysis
Education
Pace University 1981 — 1984
MBA, Financial mangement
Siena College 1976 — 1980
Bachelor of Business Administration (BBA), Accounting
Double J Ranch FounderHealy Capital2002 - Present
Yahoo 1996 - 2001
CS First Boston January 1993 - September 1996
Education
Thunderbird School of Global Management 1989 — 1991
Master of Business Administration (MBA), Int'l Finance
Saint Anselm College 1979 — 1983
Bachelor of Arts (B.A.), Chemistry
MetLife March 2010 - Present
CS First Boston 1995 - 1997
CS First Boston 1995 - 1997
CS First Boston 1995 - 1997
Education
Seton Hall University 2002 — 2004
MBA, Finance
BNY Mellon February 2015 - Present
M&T Bank September 2014 - December 2014
Bank Of America January 2009 - August 2014
Morgan Stanley April 2006 - February 2008
UBS Wealth Management 2002 - 2006
Deutsche Bank 1995 - 2002
CCH/LEGAL INFORMATION SYSTEMS 1994 - 1995
CS First Boston February 1994 - July 1994
JP Morgan 1992 - 1994
Bankers Trust Company 1985 - 1992
Skills
SDLC, DB2, XML, Requirements Gathering, Project Management, Visio, Vendor Management, CICS, Data Warehousing, Software Project..., Agile Project Management, Business Intelligence, Oracle, Business Analysis, SQL, User Acceptance Testing, Requirements Analysis, Management, COBOL, IMS DB/DC, VSAM, MS SQL
Education
Pace University
Master of Science, Management Information Systems
Queens College
Bachelor's degree, Computer Science
Aquilo Capital, L.P. January 2014 - Present
Credit Suisse January 2001 - November 2012
Credit Suisse First Boston October 1992 - December 2001
CS First Boston April 1988 - September 1992
First Boston Corporation August 1987 - January 1988
Skills
Equities, Investments, Financial Markets, Capital Raising, Sales Management, Capital Markets, Hedge Funds, Banking, Strategy, Fixed Income, Alternative Investments, Investment Banking, Equity Research, Corporate Finance, Asset Management, Private Equity, Valuation, Investment Management, Portfolio Management
Education
University of Virginia Darden School of Business 1985 — 1987
MBA
Duke University 1978 — 1982
AB, Economics
UBS April 2012 - Present
Susquehanna Financial Group February 2010 - March 2012
Pomeroy Capital September 2006 - February 2010
MERRILL LYNCH & CO. February 1999 - August 2006
Bear, Stearns & Co., Inc. March 1996 - January 1999
CS First Boston April 1995 - February 1996
J.P. Morgan January 1987 - April 1995
Skills
Equity Research, Stock Picking, Equities, Equity Valuation, Hedge Funds, Equity Underwriting, Private Equity, Healthcare, Mergers, Corporate Finance, Financial Accounting, Alternative Investments, Bloomberg, Capital Markets, Fixed Income, Investments, Mergers, Valuation, Venture Capital, Trading, Portfolio Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance/Accounting
University of Virginia 1976 — 1980
BA, Economics
JPMorgan Chase March 2010 - Present
BNY Mellon January 2007 - March 2009
BANK OF NEW YORK MELLON February 2007 - March 2008
JPMorgan Chase April 2005 - February 2007
JPMorgan Chase January 1996 - April 2005
Credit Suisse May 1992 - May 1996
CS FIRST BOSTON January 1992 - January 1996
UBS Securities Co., Ltd September 1987 - June 1992
Skills
Fixed Income, Financial Services, Risk Management, Derivatives, Securities, Banking, Hedge Funds, Investments, Asset Management, Trading, Mutual Funds, Financial Risk, Settlement, Prime Brokerage
Education
Fordham Gabelli School of Business
MBA, Finance
Hartwick College
Bachelor of Science (BS), Accounting and Finance
Bonneville Multifamily Capital June 2015 - Present
Canaccord Genuity Group Inc. September 2013 - November 2014
Pierpont Securities October 2012 - September 2013
Cortview Capital Holdings Inc. December 2009 - October 2012
Glenville Partners March 2009 - December 2009
Wachovia Securities September 2004 - March 2009
Barclays Capital January 2000 - January 2004
Credit Suisse First Boston September 1992 - June 2000
CS First Boston 1989 - 2000
First Boston Corporation January 1989 - January 1992
Skills
Fixed Income, Capital Markets, Hedge Funds, Investments, Derivatives, Trading, Securities, Private Equity, Structured Finance, Bonds, High Yield, Management, Financial Services, Portfolio Management, Investment Banking, Mergers & Acquisitions, Asset Management, Alternative Investments, Series 7, Bloomberg, Risk Management, Structured Products, Finance, Due Diligence, Leadership, Financial Analysis, Corporate Finance, Banking, Strategy
Education
Columbia University in the City of New York 1986 — 1988
BA, Economics
Claremont McKenna College 1984 — 1988
BA, Economics
The Collegiate School 1980 — 1984
HS, Focus courses in English, Economics, Math, and Art Histrory.
Bassett Healthcare Network April 2014 - Present
Achieve with Chess October 2013 - Present
BSG Investments October 2005 - Present
Chess in the Schools September 2011 - August 2012
CS First Boston March 1996 - April 2001
Lehman Brothers April 1993 - April 1996
Prudential Securities 1990 - 1993
Prudential Financial 1989 - 1993
Prudential Securities 1989 - 1992
Skills
Mortgage Lending, Investments, Sales, Equities, Investment Properties, Trading, Coaching, Strategic Planning, Strategy, Public Speaking, Social Media
Education
State University of New York College at Oneonta 1984 — 1988
Bachelors of Arts, Psychology
City University of New York-Baruch College
Biology, General
Talek Investments, BBT Fund 2005 - 2006
Jefferies & Company 2001 - 2005
Wexford Management LLC 1995 - 1999
CS First Boston 1993 - 1995
Skills
Equities, Hedge Funds, Investment Banking, Management, Portfolio Management, Private Equity, Valuation, Investments, Capital Markets, Equity Research, Alternative Investments, Asset Management, Fixed Income, Venture Capital, Financial Modeling
Education
Lehigh University - College of Business and Economics 1989 — 1993
Economics
Consultant May 2015 - Present
Boston Portfolio Advisors, Inc. July 2014 - March 2015
Bayview Financial October 2007 - June 2014
Sterne Agee April 2006 - August 2007
BB&T Capital Markets 2001 - 2006
Advest, Inc. 1999 - 2001
Banco Santander September 1989 - June 1994
CS First Boston 1982 - 1988
Skills
Derivatives, Loans, Due Diligence, Fixed Income, Mortgage Lending, Trading, Investments, Real Estate, Portfolio Management, Securities, ABS, Capital Markets, Residential Mortgages, Credit Analysis, Valuation, Credit, Asset Management, Risk Management
Education
Hofstra University
BBA, Finance
Locke Lord LLP June 2008 - Present
UBS 1999 - 2008
UBS Investment Bank 1999 - 2008
Merrill Lynch 1995 - 1999
Credit Suisse 1991 - 1995
CS First Boston 1991 - 1995
Dewey Ballantine LLP 1981 - 1991
Education
New York University School of Law 1974 — 1977
LL.M., Taxation
University of Virginia School of Law 1969 — 1973
J.D.
Tulane University 1965 — 1969
B.A., Political Science
Rosemoor Capital Management LLC 2011 - Present
CDK Group LLC 2000 - Present
Oppenheimer & Co. 1993 - 1999
CS First Boston 1986 - 1992
Salomon Brothers 1977 - 1986
Skills
Hedge Funds, Alternative Investments, Investments, Equities, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Venture Capital, Due Diligence, Investment Banking, Investor Relations, Emerging Markets, Valuation, Capital Markets, Fund Of Funds, Financial Modeling, Investment Strategies, Fixed Income, Investment Advisory, Asset Management
Education
Columbia University in the City of New York 1973 — 1977
BA, Economics
St. Michael's University School, Victoria , British Columbia 1968 — 1971
OnDerm LLC November 2014 - Present
McKinsey & Company September 1992 - December 2010
CS First Boston September 1988 - June 1990
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
University of Oxford 1985 — 1988
BA with honors, Philosophy, Politics & Economics
Envision Ventures March 2015 - Present
Voyager Capital 2008 - March 2015
Woodside Fund 2001 - 2008
Woodside Fund 1998 - 2001
Foster Management Company 1997 - 1998
Endpoint Technologies, Inc. 1992 - 1995
Furman Selz, Inc. 1991 - 1992
CS First Boston 1990 - 1991
Skills
Venture Capital, Go-to-market Strategy, Business Strategy, Angel Investing, Entrepreneurship, Start-ups, Strategy
Education
Harvard Business School 1995 — 1997
MBA
Harvard University
AB
Phillips Academy, Andover
105200, LLC April 2005 - Present
Highfiields Capital Management LP July 1998 - March 2005
Raytheon January 1995 - June 1998
CS First Boston July 1978 - December 1994
Skills
Cleantech, Corporate Development, Hedge Funds, Asset Managment, Investment Banking, Corporate Finance, Investments, Alternative Investments, Capital Markets, Management Consulting, Asset Management, Equities, Investment Management, Portfolio Management, Fixed Income, Mergers & Acquisitions, Venture Capital
Education
Harvard University
Advanced Leadership Initiative Fellow
Yale University - Yale School of Management 1975 — 1978
MPPM, Management
Brown University 1971 — 1975
BA - Architecture, Independent Concentration - Architecture
Phillips Academy (Andover) 1967 — 1970
Redwood Trust June 2009 - Present
Morgan Stanley 1995 - 2008
CS First Boston 1985 - 1995
Ticor Mortgage Insurance 1980 - 1985
Skills
New Business Development, Strategic Sales, C-Level Relationships, C-Level Negotiations, Strategic Negotiations, Building High..., Financial Transactions, Strategic Leadership, Business Development, Investor Relations, Capital Markets, Banking, Fixed Income, Management, Mortgage Lending, Executive Management, CMBS, Securitization, Loan Servicing, Financial Structuring, Finance, Mergers & Acquisitions, Investments, Portfolio Management, Risk Management, CDO, Asset Managment, Mortgage Banking, Structured Finance, Credit, Asset Management, Valuation, Mezzanine, MBS, Residential Mortgages, Hedge Funds, Loans, Investment Banking, Due Diligence
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Business Administration
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Finance
Park Capital Securities 2002 - 2003
Laidlaw Global Securities Inc. 1997 - 2002
CS First Boston 1995 - 1997
Oppenheimer & Company 1989 - 1995
Skills
Fixed Income, Investments, Portfolios, High Yield, Credit, Credit Rating
Education
Baruch College, City University of New York (CUNY) 1968 — 1974
MBA, finance, investments
Binghamton University 1963 — 1967
BA, business, accounting, economics
Barclays Capital September 2009 - Present
Bear Stearns June 1995 - April 2009
Bear Stearns 1995 - April 2009
CS First Boston 1986 - 1995
Merrill Lynch 1982 - 1986
Skills
XML, JavaScript, C++, SOAP, Servlets, CSS, ClearCase, Stored Procedures, Ksh, JSP, C, Autosys, SDLC, Perl, Project Management
Education
City University of New York-Brooklyn College 1979 — 1985
MS, Computer science
LightBox Capital July 2008 - Present
Lehman Brothers 2002 - 2007
Lehman Brothers 1996 - 2007
CS First Boston 1985 - 1994
Skills
Hedge Funds, Equities, Trading, Proprietary Trading, Equity Derivatives, Options, FX Options, Sales Management, Financial Reporting, Derivatives, Trading Systems, Capital Markets, ETFs, Modeling, Investments, Securities, Risk Management, Electronic Trading, Asset Allocation, Portfolio Management, Financial Risk, Fixed Income
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance
University of Pennsylvania 1976 — 1979
BS Economics, Accounting and Finance
Javelin Mortgage Investment Corp. October 2012 - Present
ARMOUR Capital Management LP February 2009 - Present
Litchfield Capital Holdings April 2005 - December 2009
Credit Suisse First Boston 1986 - 2005
First Boston Corporation 1986 - 2005
CS First Boston 1985 - 2005
Credit Suisse 1986 - 2004
Skills
Capital Markets, Structured Finance, Securitization, Investment Banking, Hedge Funds, Derivatives, Fixed Income, Alternative Investments, Private Equity, Securities, Financial Structuring, ABS, Structured Products, Equities, Corporate Finance, Investments, Due Diligence, Asset Managment, Portfolio Management, Venture Capital
Education
Yale University - Yale School of Management 1983 — 1986
MBA, Finance, General
Yale Law School 1982 — 1986
JD, Law
Amherst College 1976 — 1980
BA, History
Citi August 2010 - Present
Citi July 2005 - August 2010
Merrill Lynch & Co. February 2000 - July 2005
Salomon Smith Barney August 1995 - February 2000
CS First Boston June 1992 - August 1995
CS First Boston June 1990 - June 1992
The First Boston Company September 1986 - June 1990
Skills
Mergers & Acquisitions, Management, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Emerging Markets, Financial Analysis, Investments, Financial Structuring
Education
Northwestern University - Kellogg School of Management 1985 — 1986
M.M., Finance
The University of Georgia 1980 — 1983
Bachelor of Business Administration (BBA), Finance, General
FINCH life curated November 2012 - Present
Joe Fresh April 2014 - February 2015
AXIS PROMOTIONS March 2001 - March 2013
ROCKEFELLER FOUNDATION 1999 - 2001
BASIC NUTRITION INC. 1997 - 2000
MONTGOMERY SECURITIES 1994 - 1997
CS FIRST BOSTON 1991 - 1994
WESTERN FEDERAL 1988 - 1990
BOULEVARD BANK, N.A., 1986 - 1988
Skills
Strategy, Management, Finance, Risk Management, Marketing, New Business Development, Entrepreneurship, Leadership, Sales, Product Development, Business Strategy, E-commerce, Investments, Corporate Finance, Valuation
Education
University of Illinois at Chicago 1983 — 1986
Finance, Finance
CBS Enterprises September 2010 - Present
Capgemini Financial Services Management Consulting June 2009 - September 2010
Independent Consultant 2009 - 2009
SwissRe 2000 - 2008
Swiss Re 2000 - 2008
CMP Media 1996 - 1999
RAE 1995 - 1996
KPMG 1990 - 1995
CS First Boston 1987 - 1990
Booz Allen Hamilton 1978 - 1987
Skills
Mergers, IT Strategy, Change Management, Management Consulting, Strategic Planning, Insurance, Vendor Management, Restructuring, Process Improvement, Financial Modeling, Program Management, Risk Management, Business Analysis, Portfolio Management, Business Strategy, Executive Management, Strategy, Financial Analysis, Business Development, Governance
Education
Duke University 1964 — 1968
BA, Economics
University of Denver - Daniels College of Business
MBA, Finance
The Alpha Cooperative LLC November 2011 - Present
ClearVest LLC March 2013 - Present
The Alliance of Alternative Asset Professionals (TAAAPs) September 2013 - Present
Weston Capital Management 2004 - October 2011
Independent Consultant 2001 - 2004
BlueStone Capital 1997 - 2001
Enterprise Investors 1991 - 1997
CS First Boston 1989 - 1991
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
Accounting
Greencoast Capital Partners LLC, Greencoast Capital Properties, LLC February 2009 - Present
Citigroup 2005 - 2008
Sidley Austin 2002 - 2005
Orrick, Herrington & Sutcliffe LLP 1995 - 2002
Mudge Rose 1993 - 1995
Skadden Arps 1989 - 1993
First Boston 1987 - 1989
CS First Boston 1987 - 1989
Skills
Capital Markets, Real Estate, Project Finance, Structured Finance, Public Finance, Start-ups, Broker-Dealer, Private Placements, Public-private..., Securitization, Financial Modeling, Due Diligence, Securities, Fixed Income, Bonds, Private Equity, Finance, Investment Banking, Derivatives, Financial Structuring, Securities Regulation, Alternative Investments, Corporate Governance, Strategy, Restructuring
Education
Columbia University - Columbia Business School 1985 — 1988
MBA
Columbia Law School 1984 — 1988
JD
University of California, Berkeley 1982 — 1983
BA, French
Université Paris-Sorbonne 1981 — 1982
The University of Kansas 1979 — 1981
William Raveis Real Estate 2002 - Present
CS First Boston 1993 - 1996
Bankers Trust Company 1983 - 1993
Education
Brown University 1979 — 1983
BA, Economics
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
Banc of America Securities August 2002 - June 2009
First Union Securities July 1999 - July 2000
CS First Boston September 1986 - February 1995
Citicorp Investment Bank June 1982 - September 1986
Education
Providence College 1978 — 1982
Bachelor of Arts, Economics
AIG Investments July 2000 - Present
Bank of America Securities December 1995 - July 2000
CS First Boston August 1989 - March 1995
Skills
Project Finance, Securities, Financial Modeling, Management, Valuation, Due Diligence, Private Equity, Asset Management, Corporate Finance, Investments, Structured Finance, Capital Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MM/MBA
Stanford University 1979 — 1981
MS, Civil Engineering
University of Southern California 1976 — 1979
BS, Public Affairs
Computer Group of Princeton September 2001 - Present
Computer Group of Princeton January 1995 - Present
CS First Boston 1984 - 1995
Skills
Software Installation, Networking, Hardware, Computer Repair, Computer Hardware, Printers, Operating Systems, XP, Technical Support, Servers, Computer Maintenance, Programming, Laptops, ITIL, Testing, Windows 7, Disaster Recovery, Network Administration, Troubleshooting, Windows Server, Linux, Data Center, System Administration, Active Directory, IT Management, Security, Infrastructure, Integration, IT Service Management, SharePoint
Education
Stony Brook University 1967 — 1971
BS, Mathematics
W. C. Bryant High School 1964 — 1967
academic, Science
ICAP April 2015 - Present
FTN Financial 2009 - 2013
Bank of America 2003 - 2009
CS First Boston 1999 - 2002
Santander Investment Securities 1996 - 1998
CS First Boston 1988 - 1995
Skills
Management, Options, Structured Finance, Financial Risk, Banking, Funding, Sales Management, Credit Analysis, Sales, Leadership, Solution Focused, Strategic Planning
Education
University of North Carolina School of Law 1981 — 1984
Juris Doctor (J.D.)
North Carolina State University 1977 — 1981
Bachelor of Science (BS), Industrial Engineering
New York State Attorney
licensed attorney since 1985
JP Morgan Chase February 2002 - Present
Deutsche Bank 1995 - 2001
CS First Boston 1993 - 1994
IBM August 1983 - September 1993
Skills
Business Analysis, Data Warehousing, SDLC, Vendor Management, Business Intelligence, Requirements Analysis, Visio, Requirements Gathering, SQL, Databases, Software Project..., Enterprise Architecture, Oracle, Risk Management
Education
New York University
Bachelor's Degree, Computer Applications and Information Systems, 3.6
Credit Suisse Securities (USA) LLC September 2011 - Present
Credit Suisse Securities (Europe) Ltd April 2000 - September 2011
CS First Boston August 1996 - April 2000
MCI Communications June 1990 - August 1993
Education
Harvard Business School 1993 — 1995
MBA
Georgetown University 1988 — 1991
BS in Business Administration
SOSventures, LLC January 2009 - Present
JumpStart International 2009 - Present
U.S. Department of State February 2006 - January 2009
US Department of State February 2004 - December 2005
CS First Boston 1987 - 1995
Goldman Sachs October 1980 - February 1987
Simpson Thacher & Bartlett LLP August 1978 - September 1980
Education
Columbia University School of Law 1975 — 1978
JD
Columbia College (NY) 1970 — 1974
BA, Economics
AIG June 2013 - Present
Quanticate April 2012 - April 2013
Accolo April 2010 - March 2011
EnerNOC May 2010 - December 2010
Sun Life Financial 2000 - 2008
Veritude - A Fidelity Investments Company 2005 - 2006
Cunney & Jospe' 1995 - 1997
CS First Boston 1992 - 1994
Skills
Succession Planning, Performance Management, Benefits Administration, Talent Acquisition, Applicant Tracking..., Redeployment, Technical Recruiting, Talent Management, College Recruiting, Onboarding, Sourcing, Internet Recruiting, Taleo, Human Resources, Executive Search, Benefits Negotiation, Contract Recruitment, Employee Engagement, HRIS, Workforce Planning, Temporary Placement, Hiring
Education
Lesley College
Suffolk University
BS, Sociology
CFA Institute October 2014 - Present
FNEX LLC July 2013 - October 2014
Daiwa Capital Markets America Inc. 2007 - 2012
Natixis 2004 - 2007
Swiss American Securities (sub. of Credit Suisse) 2003 - 2004
Nomura Securities International Inc. 1999 - 2003
Citibank, N.A. 1995 - 1999
CS First Boston July 1993 - December 1994
Citibank, N.A. 1990 - June 1993
Skills
Series 7, Series 24, Series 63, Series 55, Equities, Fixed Income, Trading, Client Relationship..., Product Management, Derivatives, New Business Development, Capital Markets, Banking, Alternative Investments, Hedge Funds, ETFs, Financial Services, Securities Lending, Emerging Markets, Collateral Management, Asset Management, Financial Markets, Equity Trading, Bonds, Financial Structuring, Options, Funding, Finance, Securitization, Equity Derivatives, Prime Brokerage, Structured Products, Swaps, Bloomberg
Education
Columbia University - School of International and Public Affairs
Master's Degree, Global Economic and Political Development & International Finance and Banking
New York University - Leonard N. Stern School of Business
Bachelor of Science (BSc), cum laude, Economics
Money Consulants Inc. IT PRoject ManagerMetropolitan Life Insurance CompanyMarch 1998 - April 2002
CS FIRST Boston 1994 - 1996
New York State Urban Development Corp 1991 - 1994
The Equitable 1988 - 1991
Education
Hofstra University 1985 — 1986
MBA, Finance
Hillsdale College 1981 — 1985
BA, Business Administration
DoubleLine Capital 2012 - Present
Western Asset Management 2007 - 2011
AFL-CIO Housing Investment Trust 1996 - 2007
CS First Boston 1994 - 1995
Bear Stearns 1992 - 1994
Boston Redevelopment Authority 1986 - 1992
Education
MIT Sloan School of Management
MBA, Finance
University of Pennsylvania
BA, International Relations
Hunt Alternative Energy January 2011 - Present
WhiteHawk Capital, LLC August 1997 - Present
MMA Financial 2002 - 2009
BlackRock Financial Management March 1995 - August 1997
CS First Boston April 1992 - March 1995
Hooker Development Corporation 1987 - 1990
Brawner Companies 1985 - 1987
The Whiting-Turner Contracting Company 1982 - 1985
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA
Virginia Polytechnic Institute and State University 1978 — 1982
BS, Civil Engineering
Deutsche Bank June 1993 - October 2002
Smith Barney February 1991 - June 1993
CS First Boston January 1990 - February 1991
J.P Morgan July 1985 - January 1990
Skills
Investment Banking, Fixed Income, Trading Systems, Business Analysis, Electronic Trading, Capital Markets, SDLC, Integration, Risk Management, Program Management, Leadership, Financial Services, Customer Service, Portfolio Management, Change Management, IT Strategy, Vendor Management, Sybase
Education
Baruch College, City University of New York (CUNY)
MS, Computer Methodology
Baruch College, City University of New York (CUNY) 1981 — 1984
BBA, Computer Systems
NP-International March 2015 - Present
Golden Seeds Fund LP 2010 - Present
Golden Seeds, LLC 2008 - Present
RBS Greenwich Capital 1991 - 1997
CS First Boston 1983 - 1991
Skills
Venture Capital, Due Diligence, Angel Investing, Corporate Development, Start-ups, Entrepreneurship, Mergers, Investor Relations, Investment Banking, Investments, Valuation, Financial Modeling, Alternative Investments, Business Strategy, Investing, Impact Investing, Socially Responsible..., IPO, Deal Sourcing, Emerging Markets, Funding, Capital, Strategic Partnerships, Corporate Governance, Hedge Funds, Equities, Competitive Analysis, Strategy, Executive Management, Mutual Funds, Growth Capital, Mergers & Acquisitions
Education
Stanford University 1981 — 1983
MBA
Franklin and Marshall College 1975 — 1979
BA
Millburn High School
Parseghian Investment Advisors May 2005 - Present
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Freddie Mac 1995 - 2003
Salomon Brothers 1994 - 1995
BlackRock 1992 - 1994
Credit Suisse 1982 - 1992
CS First Boston 1982 - 1992
Credit Suisse First Boston 1982 - 1992
Skills
Investments, MBS, Capital Markets, Fixed Income, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1978 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Economics
Venquest Capital Partners, L.P. 2000 - Present
Banc One Capital Partners 1995 - 1999
CS First Boston 1993 - 1995
Education
Boston College - Carroll School of Management 1989 — 1993
BBA, Finance & Marketing
Houlihan Lokey April 2010 - Present
Thomas Weisel Partners January 2004 - April 2010
UBS (initially, Dillon, Read & Co.) 1997 - 2002
CS First Boston 1994 - 1996
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Business Strategy, Negotiation, Economics, Project Management, Marketing Strategy, PowerPoint, Budgets, New Business Development, Mergers
Education
Northwestern University 1991 — 1993
Bachelor's degree, Economics (Honors)
Choate Rosemary Hall 1986 — 1989
Pershing 1997 - 2010
Credit Suisse 1990 - 1993
CS First Boston 1984 - 1990
Morgan Stanley & Co. 1981 - 1984
Education
NYU Stern School of Business 1974 — 1977
Master of Business Administration (MBA), Finance, General
Heidelberg University 1965 — 1968
Bachelor of Arts (BA), Economics
Morgan Stanley Smith Barney August 2002 - Present
CS First Boston 1987 - 1995
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Alternative Investments, Asset Allocation, Series 65, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Asset Managment, Equities, Fixed Income, Securities, Separately Managed..., Series 24, Investment Strategies, Strategic Financial..., Wealth Management...
Education
UCLA
NWQ Investment Management, Nuveen Investments August 2008 - Present
Banc of America Securities May 2000 - July 2008
Morgan Stanley January 1997 - May 2000
CS First Boston June 1992 - January 1997
Skills
Mutual Funds, Separately Managed..., Investments, Wealth Management, Equities, Asset Managment, Portfolio Management, Investment Advisory, Closed-end Funds, Asset Management, Equity Research, Investment Management, Investment Strategies, Equity Valuation, Capital Markets
Education
NYU Stern School of Business 1996 — 1998
Master of Business Administration (MBA), Accounting and Finance
Miami University 1988 — 1992
Bachelor of Science (B.S.), Economics
Federal Reserve Bank of Boston February 2011 - Present
SouthWest Paper USA September 2010 - March 2011
JPMorgan Chase June 2003 - February 2009
BNP Paribas January 1998 - August 2002
CS First Boston June 1994 - December 1995
Skills
Financial Modeling, Capital Markets, Derivatives, Fixed Income, Corporate Finance, Finance, Investments, Financial Analysis, Banking, Valuation, Trading, Portfolio Management, Analysis
Education
Boston University Questrom School of Business 2002 — 2004
MBA, Finance
Wilfrid Laurier University
Bachelor of Arts (BA), Economics
Peter Albert Casanave July 2010 - Present
Peter Albert Casanave July 2010 - Present
Nifty Pete Photos January 2008 - Present
High School for Health Professions and Human Services September 2003 - July 2010
Monroe College September 2002 - July 2003
United Community Centers 2001 - 2003
Sunset Park Prep Acadamy September 2000 - December 2000
Public School Repertory High School September 1996 - June 2000
Thinkware (in Queeens NY) 1995 - 1996
CS First Boston 1994 - 1995
Skills
Creative Writing, Technical Writing, Fine Art Photography, College Teaching, Dramaturgy, Higher Education, Teaching, Programming, Curriculum Design, Theatre, Mac, Public Speaking, Program Management, Multimedia, Community Outreach, Editing, Microsoft Office, Performing Arts, Television
Education
Roger Simon Studio
Professional Theater Studies
Coursera 2013 — 2014
Economics, Passed with Certification
Polytechnic University 2002 — 2002
Science Writing / Journalism, A
Polytechnic University 2002 — 2002
Computer Programming, B+
College of St. Rose 1998 — 1999
Secondary Education and Teaching
City University of New York-Herbert H. Lehman College 1996 — 1999
Secondary Education and Teaching, A
City University of New York-Baruch College 1980 — 1981
Certificate, Comprehensive Computer Programming
Lester Polakov Studio, New York City 1972 — 1974
Theatrical Lighting
University of New Orleans 1967 — 1971
Master of Arts (M.A.), Theater with a Thesis in Documentary Television
University of New Orleans 1962 — 1967
Bachelor of Arts (B.A.), Theater and Dramatic Literature
Chilton Medical Center September 2007 - Present
Salomon Smith Barney April 1996 - September 1998
CS First Boston October 1993 - March 1996
Education
Montclair State University
St. Agnes Academic High School
Corporate Electric Group, Inc August 2009 - Present
Goldman Sachs & Company January 2000 - August 2009
Spear, Leeds & Kellogg LP March 1994 - January 2000
Daiwa Securities America January 1993 - March 1994
CS First Boston March 1988 - February 1992
Salomon Brothers, Inc June 1986 - February 1988
NYC Dept. of Parks - Orchard Beach LG 1979 - 1985
Skills
Trading, Equity Derivatives, Equities, Derivatives, Options, Financial Analysis, Management, ETFs, Finance, Fixed Income, Hedging, Portfolio Management
Education
Manhattan College 1982 — 1986
BS, Finance
St.Nicholas of Tolentine 1978 — 1982
Regents Diploma
Northlight Real Estate Group LLC 2007 - Present
Bank of America 1996 - 2007
CS First Boston 1991 - 1996
Wells Fargo Bank 1988 - 1991
Prudential-Bache Securities 1983 - 1986
Skills
Fixed Income, Capital Markets, Asset Management, Equities, Valuation, Portfolio Management, Structured Finance, Financial Modeling
Education
Stanford University 1986 — 1988
MBA, Management
University of Pennsylvania 1979 — 1983
BSE, Finance/Economics
Unversity of Pennsylvania - Wharton 1979 — 1983
BSE, Finance/Economics
Altum Capital January 2012 - Present
Capstone Altum Credit Fund January 2009 - January 2012
Bear Stearns 1991 - 2008
CS First Boston June 1985 - April 1991
Skills
Hedge Funds, CDO, Credit Derivatives, Alternative Investments, Capital Markets, MBS, Securitization, Structured Finance, Investment Banking, Credit, Asset Management, Bonds, Derivatives, Equities, Fixed Income, Interest Rate..., Options, Portfolio Management, Prime Brokerage, Risk Management, Trading
Education
Iowa State University
Bachelor of Science (BS), Mathematics & Physics
Stanford University
PhD, Mathematics
University of Pennsylvania January 2000 - Present
Merrill Lynch March 1995 - January 2000
CS First Boston September 1990 - February 1995
Education
Stanford Graduate School of Business 1988 — 1990
MBA
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Economics and Finance
Credit Suisse 2000 - Present
Donaldson, Lufkin & Jenrette 1997 - 2000
CS First Boston 1993 - 1994
Price Waterhouse 1990 - 1992
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
UC Berkeley 1985 — 1989
BS, Economics & Bus Ad
Hooray Puree January 2012 - Present
Inspired Interiors, Inc. April 2009 - March 2012
Field Trip Factory September 2007 - April 2009
Field Trip Factory July 2006 - April 2007
Heller Financial November 1994 - October 1998
CS First Boston April 1993 - November 1994
Investors Compensation Scheme LTD July 1992 - April 1993
Price Waterhouse August 1989 - June 1992
Skills
CPA, Quickbooks, Small Business Accountng, QuickBooks, Payroll, Accounts Payable, Tax, Cash Flow, Tax Preparation, Income Tax, Corporate Tax, Financial Accounting, Accounting, Sales Tax, Financial Analysis, Tax Returns, General Ledger, Journal Entries, Small Business, GAAP, Fixed Assets, Bookkeeping, Account Reconciliation, Financial Statements, Internal Controls
Education
John Carroll University 1985 — 1989
BSBA, Accountancy
Magnificat High School
College Prep
Coastal Circuits September 1992 - Present
CS First Boston September 1990 - August 1992
Skills
Manufacturing, SPC, PCB design, Design for Manufacturing, Product Development, New Business Development, Six Sigma, Supply Chain, Sales Management, Microsoft Office, Microcontrollers, Lean Manufacturing, Electronics, Engineering, Semiconductors, Root Cause Analysis, Engineering Management, Product Management, Cross-functional Team..., Start-ups, Failure Analysis
Education
Skidmore College 1986 — 1990
Economics
Slope, LLC February 2012 - Present
Aviv REIT, Inc January 2010 - January 2012
Aviv REIT, Inc May 2009 - January 2010
UBS Investment Bank March 2002 - April 2009
JP Morgan & Co March 1996 - September 2001
TD Securities Inc January 1991 - March 1996
CS First Boston January 1989 - January 1991
Skills
Private Equity, Valuation, Investment Banking, Mergers, Capital Markets, Asset Managment, Investments, Financial Structuring, Structured Finance, Business Strategy, Finance, Real Estate Economics
Education
McGill University 1982 — 1985
Bachelor of Commerce degree, Finance and International Business
Columbia Business School
MBA degree, Finance, General
Cocurrent BioEnergy LLC January 2012 - Present
Capital Partners Securities, LLC January 2003 - December 2011
Lehman Brothers Asia February 1993 - December 1995
CS First Boston July 1991 - January 1993
Morgan Stanley September 1984 - August 1990
Skills
Renewable Energy, Due Diligence, Start-ups, Mergers, Private Equity
Education
Brown University 1976 — 1980
Bachelor's degree, Economics
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (M.B.A.), Finance and Capital Markets
Harvard University
Asian Studies
Garcia Hamilton & Associates April 2006 - Present
Vaughan Nelson Investment Management November 2002 - December 2005
USAA March 1995 - October 2002
CS First Boston May 1988 - March 1995
Education
The University of Texas at Austin 1986 — 1988
Master of Business Administration (M.B.A.), Finance, General
Texas Christian University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Friess Associates 1998 - June 2013
Alex Brown and Sons, Inc. March 1995 - June 1998
CS First Boston June 1987 - March 1995
Skills
Hedge Funds, Options, Mutual Funds, Trading, Equities
Education
Penn State University 1986 — 1987
Master of Business Administration (MBA), Finance, General
Penn State University 1981 — 1985
Bachelor of Science (B.S.), School of Agricultural Engineering
Delaware Investments December 2013 - Present
Princeton Advisory Group 2012 - 2013
S Goldman Asset Management 2009 - May 2012
Drake Management 2001 - 2009
Goldman Sachs Asset Management 1994 - 2001
CS First Boston 1992 - 1994
MetLife 1990 - 1992
Skills
High Yield Bonds, Investments, Portfolio Management, Mutual Funds, Distressed Debt, Hedge Funds, Credit, Fixed Income, High Yield, Investment Management, Bonds, Economics, Funding, Bloomberg, Alternative Investments, Trading, Equities, Capital Markets
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (MBA), Finance, Investments
Hamilton College 1982 — 1986
Bachelor of Arts (BA), Economics
J&R Music and Computer World October 1996 - April 2014
CS First Boston August 1988 - April 1995
Academic Computer Services, Hunter College October 1987 - May 1988
Morgan Stanley June 1981 - January 1985
Skills
Web Development, HTML 5, CSS, jQuery, JavaScript, Java, Google Tag Manager, E-commerce, Omniture, SEO, YUI, Subversion, Git, Windows, Unix, REXX, Perl, EDI, Sterling Gentran, Dbase, Visio, Microsoft Word, Blue Martini, Social Media, QuickBooks
Education
City University of New York-Hunter College
Archbishop Molloy High School 1977 — 1981
Regents Diploma