Drexel Burnham Lambert
Industry: Investment banking
DescriptionDrexel Burnham Lambert was an American investment bank that was forced into bankruptcy in February 1990 due to its involvement in illegal activities in the junk bond market, driven by Drexel employee Michael Milken. At its height, it was a Bulge Bracket bank, as the fifth-largest investment bank in the United States. Founder: I W "Tubby" Burnham Founded: 1935, New York City, New York, United States Ceased operations: 1994 Headquarters: New York City, New York, United States Key person: Michael Milken Subsidiaries: Drexel, Burnham, Lambert, Puerto Rico,
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Drexel Burnham Lambert Employees
Employee
Years
Job
Industry
Neil Dabney Neil Dabney's Drexel Burnham Lambert Experience June 1982 - July 1989
Job Business Writer & CLevel Management Consultant
Industry Writing and Editing
Experience
Dabney & Associates January 2009 - Present
Various Firms January 1998 - January 2009
Dabney/Resnick Inc. (now Imperial Capital, LLC) August 1989 - September 1996
Drexel Burnham Lambert June 1982 - July 1989
Oppenheimer 1977 - 1982
Skills
Venture Capital, Due Diligence, Investment Banking, Private Placements, Mergers, Corporate Finance, Start-ups, Investments, Entrepreneurship, Strategy, Private Equity, Capital Markets, Hedge Funds, Capital, Portfolio Management, Corporate Development, Management Consulting, Securities, Negotiation, IPO, Reverse Mergers, Equity Research, Financial Modeling, Business Valuation, Alternative Investments, Emerging Markets, M&A experience, Restructuring, Leveraged Finance, Financial Advisory, Business Writing, Investors, Divestitures, Deal Structuring, Distressed Debt, Investment Strategies, Investment Advisory, PIPEs, Strategic Advisory, Capital Raises, Special Situations, Entrepreneur, Structuring, Debt Restructuring, Distressed Property, Recapitalizations, Crowdfunding, Executive Coaching, Website Monetization, Business Process...
Education
Claremont McKenna College 1970 — 1974
BA, Economics - Psychology
Dabney & Associates January 2009 - Present
Various Firms January 1998 - January 2009
Dabney/Resnick Inc. (now Imperial Capital, LLC) August 1989 - September 1996
Drexel Burnham Lambert June 1982 - July 1989
Oppenheimer 1977 - 1982
Skills
Venture Capital, Due Diligence, Investment Banking, Private Placements, Mergers, Corporate Finance, Start-ups, Investments, Entrepreneurship, Strategy, Private Equity, Capital Markets, Hedge Funds, Capital, Portfolio Management, Corporate Development, Management Consulting, Securities, Negotiation, IPO, Reverse Mergers, Equity Research, Financial Modeling, Business Valuation, Alternative Investments, Emerging Markets, M&A experience, Restructuring, Leveraged Finance, Financial Advisory, Business Writing, Investors, Divestitures, Deal Structuring, Distressed Debt, Investment Strategies, Investment Advisory, PIPEs, Strategic Advisory, Capital Raises, Special Situations, Entrepreneur, Structuring, Debt Restructuring, Distressed Property, Recapitalizations, Crowdfunding, Executive Coaching, Website Monetization, Business Process...
Education
Claremont McKenna College 1970 — 1974
BA, Economics - Psychology
Shari Agapiou Shari Agapiou's Drexel Burnham Lambert Experience 1982 - 1991
Job Vice President at Current Trend Contractor, Inc.
Industry Construction
Experience
CURRENT TREND CONTRACTORS, INC. December 2010 - Present
Sidley Austin LLP 1992 - 1993
Drexel Burnham Lambert 1982 - 1991
Education
California State University-Northridge
Los Angeles Pierce College
CURRENT TREND CONTRACTORS, INC. December 2010 - Present
Sidley Austin LLP 1992 - 1993
Drexel Burnham Lambert 1982 - 1991
Education
California State University-Northridge
Los Angeles Pierce College
Jack Hachey Jack Hachey's Drexel Burnham Lambert Experience April 1985 - September 1985
Job Hachey Tax Prep @ 5088883979
Industry Accounting
Experience
Hachey Tax Prep @ 508-888-3979 May 1994 - Present
CSA Financial Corporation May 1990 - May 1992
Putnam Investments October 1987 - April 1990
Evergreen Investments September 1985 - October 1987
Drexel Burnham Lambert April 1985 - September 1985
The Ritz-Carlton Hotel Company, L.L.C. June 1982 - March 1985
Skills
Financial Reporting, Auditing, Accounting, Financial Analysis, Financial Accounting, Internal Controls, QuickBooks, Accounts Payable, Income Tax, ADP Payroll, Strategic Financial..., IRS, MA DOR, Investments, Payroll, Tax Preparation, Financial Planning, Microsoft Excel, Microsoft Word, Sales
Education
Boston University
Program for Certified Financial Planners
Suffolk University - Sawyer School of Management 1984 — 1988
Hachey Tax Prep @ 508-888-3979 May 1994 - Present
CSA Financial Corporation May 1990 - May 1992
Putnam Investments October 1987 - April 1990
Evergreen Investments September 1985 - October 1987
Drexel Burnham Lambert April 1985 - September 1985
The Ritz-Carlton Hotel Company, L.L.C. June 1982 - March 1985
Skills
Financial Reporting, Auditing, Accounting, Financial Analysis, Financial Accounting, Internal Controls, QuickBooks, Accounts Payable, Income Tax, ADP Payroll, Strategic Financial..., IRS, MA DOR, Investments, Payroll, Tax Preparation, Financial Planning, Microsoft Excel, Microsoft Word, Sales
Education
Boston University
Program for Certified Financial Planners
Suffolk University - Sawyer School of Management 1984 — 1988
Steve Danaher Steve Danaher's Drexel Burnham Lambert Experience 1978 - 1981
Job Manager
Industry Management Consulting
Experience
Delish Yogurt March 2009 - 2014
Quizno's Subs 1999 - 2011
Quizno's Subs 1999 - 2008
Drexel Burnham Lambert 1978 - 1981
WEA International 1975 - 1978
Montreux International Festival 1975 - 1978
Skills
Marketing Strategy, Small Business, Social Media, Customer Service, Management, Event Planning, Team Building, Business Planning, Strategic Planning, Event Management, New Business Development, Real Estate, Online Advertising, Advertising, Location Intelligence, Business Strategy, Public Speaking
Education
Boston University
University Liggett
Delish Yogurt March 2009 - 2014
Quizno's Subs 1999 - 2011
Quizno's Subs 1999 - 2008
Drexel Burnham Lambert 1978 - 1981
WEA International 1975 - 1978
Montreux International Festival 1975 - 1978
Skills
Marketing Strategy, Small Business, Social Media, Customer Service, Management, Event Planning, Team Building, Business Planning, Strategic Planning, Event Management, New Business Development, Real Estate, Online Advertising, Advertising, Location Intelligence, Business Strategy, Public Speaking
Education
Boston University
University Liggett
Art Framke Art Framke's Drexel Burnham Lambert Experience January 1986 - December 1987
Job Elder Care Client Support Specialist at AARP
Industry Individual & Family Services
Experience
LG Enterprises February 2012 - November 2014
Adrienne Arsht Center for the Performing Arts 2007 - January 2012
Free Peers January 2006 - July 2007
Martin Schwartz & Company February 2000 - January 2006
Central Parking System January 1995 - January 2001
Schild Asset July 1994 - January 2000
Hunter International January 1991 - October 1993
Sochet & Company 1988 - 1990
Drexel Burnham Lambert January 1986 - December 1987
Skills
Excel, Customer Service, Microsoft Office, Event Management, Scheduling, Predictive Modeling, Time Series Analysis, Investment Strategies, Management, Portfolio Management, Investments, Trading Systems, Trading, Risk Management, Investment Management, Process Scheduler, Microsoft Excel, Social Media, Sales, Budgets
Education
University of Miami - School of Business 2013 — 2014
Strategic HR Management
University of Miami Rosenstiel School of Marine and Atmospheric Science
Environmental Sciences
LG Enterprises February 2012 - November 2014
Adrienne Arsht Center for the Performing Arts 2007 - January 2012
Free Peers January 2006 - July 2007
Martin Schwartz & Company February 2000 - January 2006
Central Parking System January 1995 - January 2001
Schild Asset July 1994 - January 2000
Hunter International January 1991 - October 1993
Sochet & Company 1988 - 1990
Drexel Burnham Lambert January 1986 - December 1987
Skills
Excel, Customer Service, Microsoft Office, Event Management, Scheduling, Predictive Modeling, Time Series Analysis, Investment Strategies, Management, Portfolio Management, Investments, Trading Systems, Trading, Risk Management, Investment Management, Process Scheduler, Microsoft Excel, Social Media, Sales, Budgets
Education
University of Miami - School of Business 2013 — 2014
Strategic HR Management
University of Miami Rosenstiel School of Marine and Atmospheric Science
Environmental Sciences
Darryl Laws Darryl Laws's Drexel Burnham Lambert Experience 1982 - 1985
Job CEO & CIO at Jermyn Street Capital Partners, Inc.
Industry Investment Management
Experience
Jermyn Street Capital Partners, Inc. November 2004 - Present
Jermyn Street Capital Partners 2004 - 2015
Caledonian Private Equity Partners October 2003 - November 2004
Fortis Bank AG - Restructured NesBic Cte I,II, III PE portfolio 2002 - 2004
Blue C Ventures January 2000 - January 2002
The Laws Company, Ltd. 1987 - 1998
First City Industries, Inc. 1985 - 1987
Drexel Burnham Lambert 1982 - 1985
Trammell Crow Company 1979 - 1981
Ernest W. Hahn, Inc. 1976 - 1979
Skills
Private Equity, Mergers, Asset Managment, Investments, Restructuring, Financial Structuring, Credit, Negotiation, Loans, Due Diligence, Venture Capital, Alternative Investments, Hedge Funds, Valuation, Portfolio Management, Mergers & Acquisitions, Asset Management, Investment Banking, Finance, Acquisitions, Commercial Real Estate, Capital Markets, Corporate Development, Corporate Governance, Corporate Finance, Emerging Markets, Equities, Financial Modeling, Funding, Investor Relations, Real Estate, Mutual Funds, Start-ups
Education
Edinburgh University 2009 — 2014
Doctor of Business Administration Candidate, International Finance and economics
London School of Economics and Political Science 1994 — 1995
Master of Business Administration (M.B.A.), International Finance
University of California, Los Angeles 1983 — 1985
Civil Engineering courses
University of California, Irvine 1979 — 1981
Real Estate Finance and Real Estate Appraisal
California State University-Long Beach 1974 — 1975
Masters of Public Administration, Public Finance
California State University, Sacramento 1971 — 1974
Bachelor's degree, Business/Commerce and Political Science
Harvard Business School
Continuing Education - Private Equity, Corporate Governance
Jermyn Street Capital Partners, Inc. November 2004 - Present
Jermyn Street Capital Partners 2004 - 2015
Caledonian Private Equity Partners October 2003 - November 2004
Fortis Bank AG - Restructured NesBic Cte I,II, III PE portfolio 2002 - 2004
Blue C Ventures January 2000 - January 2002
The Laws Company, Ltd. 1987 - 1998
First City Industries, Inc. 1985 - 1987
Drexel Burnham Lambert 1982 - 1985
Trammell Crow Company 1979 - 1981
Ernest W. Hahn, Inc. 1976 - 1979
Skills
Private Equity, Mergers, Asset Managment, Investments, Restructuring, Financial Structuring, Credit, Negotiation, Loans, Due Diligence, Venture Capital, Alternative Investments, Hedge Funds, Valuation, Portfolio Management, Mergers & Acquisitions, Asset Management, Investment Banking, Finance, Acquisitions, Commercial Real Estate, Capital Markets, Corporate Development, Corporate Governance, Corporate Finance, Emerging Markets, Equities, Financial Modeling, Funding, Investor Relations, Real Estate, Mutual Funds, Start-ups
Education
Edinburgh University 2009 — 2014
Doctor of Business Administration Candidate, International Finance and economics
London School of Economics and Political Science 1994 — 1995
Master of Business Administration (M.B.A.), International Finance
University of California, Los Angeles 1983 — 1985
Civil Engineering courses
University of California, Irvine 1979 — 1981
Real Estate Finance and Real Estate Appraisal
California State University-Long Beach 1974 — 1975
Masters of Public Administration, Public Finance
California State University, Sacramento 1971 — 1974
Bachelor's degree, Business/Commerce and Political Science
Harvard Business School
Continuing Education - Private Equity, Corporate Governance
Mitch Highfill Mitch Highfill's Drexel Burnham Lambert Experience 1984 - 1988
Job Senior Researcher at Williams Lea
Industry Outsourcing/Offshoring
Experience
Williams Lea November 2011 - Present
Deutsche Bank 1990 - October 2012
C.J. Lawrence Inc. September 1989 - 1990
Frontier Books 1986 - 1989
Drexel Burnham Lambert 1984 - 1988
Skills
Market Research, ThomsonOne, SDC Platinum, Profound, Lexis Nexis, SNL, Alacra, Frost & Sullivan, Bloomberg, Factset, Factiva, Boardex, WoodMac, Reading, Writing, Editing
Education
Bard College
Williams Lea November 2011 - Present
Deutsche Bank 1990 - October 2012
C.J. Lawrence Inc. September 1989 - 1990
Frontier Books 1986 - 1989
Drexel Burnham Lambert 1984 - 1988
Skills
Market Research, ThomsonOne, SDC Platinum, Profound, Lexis Nexis, SNL, Alacra, Frost & Sullivan, Bloomberg, Factset, Factiva, Boardex, WoodMac, Reading, Writing, Editing
Education
Bard College
Rick Clancy, APR Rick Clancy, APR's Drexel Burnham Lambert Experience 1989 - 1990
Job Edgar Thomas Cato Distinguished Professor of Public Relations at the University of North Carolina at Chapel Hill
Industry Public Relations and Communications
Experience
University of North Carolina at Chapel Hill July 2015 - Present
Independent Consultant 2014 - Present
Bethany College 2008 - Present
CommNexus 2009 - 2015
Covario, Inc. 2010 - 2014
Sony Electronics Inc. 1997 - 2009
Consumer Electronics Association 1999 - 2001
Sony Electronics Inc. 1991 - 1997
Sony Electronics Inc. 1990 - 1991
Drexel Burnham Lambert 1989 - 1990
Skills
Executive Communications, Crisis Communications, Analyst Relations, Media Relations, Internal Communications, Spokesperson, Social Media, Online PR, Social Networking, SEO, Public Speaking, SEM, Corporate Blogging, Public Relations, Integrated Marketing, Corporate Communications, Speech Writing, Social Media Marketing, Crisis Management, Publicity, Marketing Communications, Strategic Communications, Thought Leadership, Press Releases, Digital Marketing, Event Marketing, Content Marketing, Corporate Social..., New Media, Blogging, B2B, Digital Media, Start-ups, Content Strategy, Reputation Management, Communications Planning, Facebook, Communication Training, Strategy, Journalism, Message Development, Product Marketing, Marketing, Brand Development, Leadership, Content Development, Web Content, Social Media Measurement, Copywriting, Messaging
Education
Bethany College 1972 — 1976
Bachelor of Arts, Communications
University of Michigan
Executive Education Program
University of North Carolina at Chapel Hill July 2015 - Present
Independent Consultant 2014 - Present
Bethany College 2008 - Present
CommNexus 2009 - 2015
Covario, Inc. 2010 - 2014
Sony Electronics Inc. 1997 - 2009
Consumer Electronics Association 1999 - 2001
Sony Electronics Inc. 1991 - 1997
Sony Electronics Inc. 1990 - 1991
Drexel Burnham Lambert 1989 - 1990
Skills
Executive Communications, Crisis Communications, Analyst Relations, Media Relations, Internal Communications, Spokesperson, Social Media, Online PR, Social Networking, SEO, Public Speaking, SEM, Corporate Blogging, Public Relations, Integrated Marketing, Corporate Communications, Speech Writing, Social Media Marketing, Crisis Management, Publicity, Marketing Communications, Strategic Communications, Thought Leadership, Press Releases, Digital Marketing, Event Marketing, Content Marketing, Corporate Social..., New Media, Blogging, B2B, Digital Media, Start-ups, Content Strategy, Reputation Management, Communications Planning, Facebook, Communication Training, Strategy, Journalism, Message Development, Product Marketing, Marketing, Brand Development, Leadership, Content Development, Web Content, Social Media Measurement, Copywriting, Messaging
Education
Bethany College 1972 — 1976
Bachelor of Arts, Communications
University of Michigan
Executive Education Program
Carol Cherne Carol Cherne's Drexel Burnham Lambert Experience 1984 - 1985
Job In transition
Industry Banking
Experience
First Chicago 1985 - 1986
Drexel Burnham Lambert 1984 - 1985
Skills
Banking, Risk Management, Investment Banking, Financial Risk
Education
William Mitchell College of Law 1994 — 1994
The University of Chicago 1982 — 1983
Worked on Master's of Business Administration
Arizona State University 1977 — 1981
Bachelor of Science (BS), Finance
City of London Polytechnic 1980 — 1980
International Banking and Finance
Edina West
First Chicago 1985 - 1986
Drexel Burnham Lambert 1984 - 1985
Skills
Banking, Risk Management, Investment Banking, Financial Risk
Education
William Mitchell College of Law 1994 — 1994
The University of Chicago 1982 — 1983
Worked on Master's of Business Administration
Arizona State University 1977 — 1981
Bachelor of Science (BS), Finance
City of London Polytechnic 1980 — 1980
International Banking and Finance
Edina West
Patricia Vivado Patricia Vivado's Drexel Burnham Lambert Experience 1984 - 1990
Job Executive Assistant to the President/CEO at The Statue of LibertyEllis Island Foundation, Inc
Industry Nonprofit Organization Management
Experience
The Cathedral Church of Saint John the Divine May 2008 - December 2013
Diversity & Inclusion Consulting October 2007 - June 2008
Lehman Brothers March 2005 - October 2007
JPMorgan Chase 1995 - 2005
Ernst & Young August 1992 - June 1995
Drexel Burnham Lambert 1984 - 1990
Skills
Executive Level..., Leadership, Board Processes, Nonprofits, Risk Management, Program Management, Project Management, Public Speaking, Budgets, Analysis, Diversity & Inclusion, Financial Services, Fixed Income, Human Resources, Investments, Non-profits, Equities, Management, Financial Analysis, Fundraising, Strategy
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Management, Accounting
American Musical and Dramatic Academy
Certification, Acting, Singing, Dancing
University of California, Davis
Bachelor's Degree, Psychology, Dramatic Art
Lowell High School
High School
The Cathedral Church of Saint John the Divine May 2008 - December 2013
Diversity & Inclusion Consulting October 2007 - June 2008
Lehman Brothers March 2005 - October 2007
JPMorgan Chase 1995 - 2005
Ernst & Young August 1992 - June 1995
Drexel Burnham Lambert 1984 - 1990
Skills
Executive Level..., Leadership, Board Processes, Nonprofits, Risk Management, Program Management, Project Management, Public Speaking, Budgets, Analysis, Diversity & Inclusion, Financial Services, Fixed Income, Human Resources, Investments, Non-profits, Equities, Management, Financial Analysis, Fundraising, Strategy
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Management, Accounting
American Musical and Dramatic Academy
Certification, Acting, Singing, Dancing
University of California, Davis
Bachelor's Degree, Psychology, Dramatic Art
Lowell High School
High School
John B. Phillips John B. Phillips's Drexel Burnham Lambert Experience 1986 - 1990
Job Managing Director at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. October 2013 - Present
BMO Capital Markets May 2005 - May 2013
Bentley Associates 1999 - 2005
PaineWebber 1996 - 1998
Smith Barney 1993 - 1996
Oppenheimer & Co. 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Education
Columbia University - Columbia Business School
MBA, Finance
Colgate University
AB, Economics
Montclair Kimberley Academy
Oppenheimer & Co. October 2013 - Present
BMO Capital Markets May 2005 - May 2013
Bentley Associates 1999 - 2005
PaineWebber 1996 - 1998
Smith Barney 1993 - 1996
Oppenheimer & Co. 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Education
Columbia University - Columbia Business School
MBA, Finance
Colgate University
AB, Economics
Montclair Kimberley Academy
Alice Hughes Alice Hughes's Drexel Burnham Lambert Experience June 1986 - June 1988
Job Specialty Board Program Manager at American Board of Internal Medicine
Industry Nonprofit Organization Management
Experience
American Board of Internal Medicine June 2014 - Present
American Board of Internal Medicine May 2013 - June 2014
American College of Physicians 1988 - April 2013
Drexel Burnham Lambert June 1986 - June 1988
Skills
Association Management, Non-profits, Nonprofits, Fundraising, Grant Writing, Program Development, Volunteer Management, Board Development, Healthcare, Leadership
Education
Bloomsburg University of Pennsylvania 1981 — 1986
Bachelor of Science, Business Administration and Management, General
American Board of Internal Medicine June 2014 - Present
American Board of Internal Medicine May 2013 - June 2014
American College of Physicians 1988 - April 2013
Drexel Burnham Lambert June 1986 - June 1988
Skills
Association Management, Non-profits, Nonprofits, Fundraising, Grant Writing, Program Development, Volunteer Management, Board Development, Healthcare, Leadership
Education
Bloomsburg University of Pennsylvania 1981 — 1986
Bachelor of Science, Business Administration and Management, General
Barbara Ann Ciccazzo Barbara Ann Ciccazzo's Drexel Burnham Lambert Experience 1983 - 1985
Job Accountant
Industry Accounting
Experience
F&R Shipping October 2013 - Present
Affinity Medical Supply November 2007 - February 2009
Goldman Sachs & Co. June 1985 - September 1990
Drexel Burnham Lambert 1983 - 1985
Skills
Accounting, Financial Reporting, Budgets, Microsoft Excel, Auditing, Forecasting, Financial Accounting, Internal Controls, Managerial Finance, Strategic Planning, Microsoft Office, Tax Returns, Finance, CPA, Account Reconciliation, Accounts Payable, Payroll, Microsoft Word, Tax, General Ledger, Corporate Tax, Risk Management, PowerPoint, Tax Preparation, QuickBooks, Accounts Receivable
Education
City University of New York-College of Staten Island 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting
City University of New York-Brooklyn College 1984 — 1988
Finance, General
The Juilliard School
PIANO
F&R Shipping October 2013 - Present
Affinity Medical Supply November 2007 - February 2009
Goldman Sachs & Co. June 1985 - September 1990
Drexel Burnham Lambert 1983 - 1985
Skills
Accounting, Financial Reporting, Budgets, Microsoft Excel, Auditing, Forecasting, Financial Accounting, Internal Controls, Managerial Finance, Strategic Planning, Microsoft Office, Tax Returns, Finance, CPA, Account Reconciliation, Accounts Payable, Payroll, Microsoft Word, Tax, General Ledger, Corporate Tax, Risk Management, PowerPoint, Tax Preparation, QuickBooks, Accounts Receivable
Education
City University of New York-College of Staten Island 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting
City University of New York-Brooklyn College 1984 — 1988
Finance, General
The Juilliard School
PIANO
James J Peters James J Peters's Drexel Burnham Lambert Experience September 1985 - June 1988
Job VP/Director Human Resources
Industry Human Resources
Experience
Portnoy, Messinger, Pearl & Associates, Inc. July 2013 - Present
HEALTH DIAGNOSTICS, LLC December 2008 - May 2013
DAIWA SECURITIES AMERICA, INC September 2005 - May 2008
PERSHING LLC November 1991 - September 2005
Metropolitan Life Insurance Company January 1990 - November 1991
PHILIP MORRIS MANAGEMENT CORPORATION June 1988 - January 1990
Drexel Burnham Lambert September 1985 - June 1988
MANUFACTURERS HANOVER TRUST COMPANY November 1982 - September 1985
Skills
Human Resources, Employee Relations, HRIS, Recruiting, Performance Management, Succession Planning, Talent Management, Organizational..., Payroll, Personnel Management, Employee Benefits, Onboarding, Talent Acquisition, Benefits Administration, Employee Engagement, Training, Leadership, Management, New Hire Orientations, Employee Training, Applicant Tracking..., Interviews, Temporary Placement, Workforce Planning, Labor Relations, FMLA, HR Policies, Job Descriptions, HR Consulting, Deferred Compensation, College Recruiting, Organizational..., Strategy, Performance Appraisal, Management Development, Leadership Development, Program Management, Conflict Resolution, Time Management, Career Development, Hiring, Compensation & Benefit, Employee Handbooks, Resume Writing, Organizational Design, Technical Recruiting, Sourcing, Consulting, Training & Development
Education
Graduate School of Management, New School for Social Research 1983 — 1987
M.S, Human Resources Administration
City University of New York-Hunter College 1976 — 1982
B.A, Psychology/Counseling
Portnoy, Messinger, Pearl & Associates, Inc. July 2013 - Present
HEALTH DIAGNOSTICS, LLC December 2008 - May 2013
DAIWA SECURITIES AMERICA, INC September 2005 - May 2008
PERSHING LLC November 1991 - September 2005
Metropolitan Life Insurance Company January 1990 - November 1991
PHILIP MORRIS MANAGEMENT CORPORATION June 1988 - January 1990
Drexel Burnham Lambert September 1985 - June 1988
MANUFACTURERS HANOVER TRUST COMPANY November 1982 - September 1985
Skills
Human Resources, Employee Relations, HRIS, Recruiting, Performance Management, Succession Planning, Talent Management, Organizational..., Payroll, Personnel Management, Employee Benefits, Onboarding, Talent Acquisition, Benefits Administration, Employee Engagement, Training, Leadership, Management, New Hire Orientations, Employee Training, Applicant Tracking..., Interviews, Temporary Placement, Workforce Planning, Labor Relations, FMLA, HR Policies, Job Descriptions, HR Consulting, Deferred Compensation, College Recruiting, Organizational..., Strategy, Performance Appraisal, Management Development, Leadership Development, Program Management, Conflict Resolution, Time Management, Career Development, Hiring, Compensation & Benefit, Employee Handbooks, Resume Writing, Organizational Design, Technical Recruiting, Sourcing, Consulting, Training & Development
Education
Graduate School of Management, New School for Social Research 1983 — 1987
M.S, Human Resources Administration
City University of New York-Hunter College 1976 — 1982
B.A, Psychology/Counseling
Steve Fuchs's Drexel Burnham Lambert Experience 1985 - 1987
Job Attorney, Investment Banker, Entrepreneur
Industry Higher Education
Experience
College of the Desert December 2014 - Present
Barterball.com 2012 - Present
Hartman & Levine / Sidley Holding Corp. 1972 - 2015
LawTek Media Group, LLC 1995 - July 2014
ZTL Companies, Inc. 2012 - 2013
Steven L. Fuchs, Attorney at Law 1990 - 1994
Steven L. Fuchs, J.D., Consultant 1990 - 1991
Fuchs Capital Corporation 1988 - 1990
Drexel Burnham Lambert 1985 - 1987
Merrill Lynch 1982 - 1985
Skills
Internet, Product Development, Law, Commercial Real Estate, Corporate Finance, Publishing, Securities, Venture Capital, Entrepreneurship, Due Diligence, Mergers, Start-ups, Private Equity, Investments, Real Estate, Restructuring, Small Business, Legal, Mergers & Acquisitions, Strategic Planning, Online Advertising, Corporate Law, Public Relations, Business Development, Advertising, Finance, Management, Press Releases, Marketing, Contract Negotiation, Budgets, Strategic Partnerships, Social Media Marketing, Executive Management, Integrated Marketing, Online Marketing, Google Analytics, Sales, Corporate Development, Google Adwords, E-commerce, Lead Generation, Real Estate Transactions, Competitive Analysis, Web Marketing, SEM, Email Marketing, Newsletters, Social Networking, Web Analytics
Education
NYU Schack Institute of Real Estate 1979 — 1980
Certificate (six advanced-level courses), Real Estate Finance & Investment
Boston University School of Law 1977 — 1980
Doctor of Law (J.D.), Real Estate, Tax, Securities, Corporate
New York University, Washington Square College 1975 — 1977
BA, Politics (major) Philosophy (minor), 3.8
Franconia College 1973 — 1975
AA, Political Science and Government
College of the Desert December 2014 - Present
Barterball.com 2012 - Present
Hartman & Levine / Sidley Holding Corp. 1972 - 2015
LawTek Media Group, LLC 1995 - July 2014
ZTL Companies, Inc. 2012 - 2013
Steven L. Fuchs, Attorney at Law 1990 - 1994
Steven L. Fuchs, J.D., Consultant 1990 - 1991
Fuchs Capital Corporation 1988 - 1990
Drexel Burnham Lambert 1985 - 1987
Merrill Lynch 1982 - 1985
Skills
Internet, Product Development, Law, Commercial Real Estate, Corporate Finance, Publishing, Securities, Venture Capital, Entrepreneurship, Due Diligence, Mergers, Start-ups, Private Equity, Investments, Real Estate, Restructuring, Small Business, Legal, Mergers & Acquisitions, Strategic Planning, Online Advertising, Corporate Law, Public Relations, Business Development, Advertising, Finance, Management, Press Releases, Marketing, Contract Negotiation, Budgets, Strategic Partnerships, Social Media Marketing, Executive Management, Integrated Marketing, Online Marketing, Google Analytics, Sales, Corporate Development, Google Adwords, E-commerce, Lead Generation, Real Estate Transactions, Competitive Analysis, Web Marketing, SEM, Email Marketing, Newsletters, Social Networking, Web Analytics
Education
NYU Schack Institute of Real Estate 1979 — 1980
Certificate (six advanced-level courses), Real Estate Finance & Investment
Boston University School of Law 1977 — 1980
Doctor of Law (J.D.), Real Estate, Tax, Securities, Corporate
New York University, Washington Square College 1975 — 1977
BA, Politics (major) Philosophy (minor), 3.8
Franconia College 1973 — 1975
AA, Political Science and Government
Joseph Gil, CAIA's Drexel Burnham Lambert Experience 1985 - 1989
Job Managing Director at Morgan Creek Capital Management
Industry Investment Management
Experience
Morgan Creek Capital Management August 2010 - Present
Morgan Stanley July 2006 - July 2010
Solstice Capital Management January 2002 - June 2006
Stark Investments // BayStar Capital January 1998 - December 2002
Bank of America / Security Pacific Bank 1989 - 1998
Drexel Burnham Lambert 1985 - 1989
Skills
Private Equity, Hedge Funds, Alternative Investments, Managed Futures, Fund Of Funds, Series 7, Series 63, Series 24, Wealth Management, New Business Development, Portfolio Management, Fixed Income, Venture Capital
Education
Boston University Questrom School of Business
BSBA, Finance
Morgan Creek Capital Management August 2010 - Present
Morgan Stanley July 2006 - July 2010
Solstice Capital Management January 2002 - June 2006
Stark Investments // BayStar Capital January 1998 - December 2002
Bank of America / Security Pacific Bank 1989 - 1998
Drexel Burnham Lambert 1985 - 1989
Skills
Private Equity, Hedge Funds, Alternative Investments, Managed Futures, Fund Of Funds, Series 7, Series 63, Series 24, Wealth Management, New Business Development, Portfolio Management, Fixed Income, Venture Capital
Education
Boston University Questrom School of Business
BSBA, Finance
Thomas S. Corona Sr. Thomas S. Corona Sr.'s Drexel Burnham Lambert Experience June 1985 - January 1990
Job Senior Vice President & Institutional Sales Manager at Tradition
Industry Financial Services
Experience
Tradition October 1998 - Present
Sanwa BGK February 1990 - July 1998
Drexel Burnham Lambert June 1985 - January 1990
Skills
Mathematics, Microsoft Office, Trading, Financial Markets, Risk Management, Credit Risk, Politics, Market Analysis, Sales Management, Contract Negotiations, Hiring Practices, Financial Sales, Institutional Banking, Bonds, Covered Bonds, Government Agencies, CD, Interest Rate Risk..., Futures, Current Events, Options Strategies, Finra Series 7, 63, 82,..., Wine Knowledge, Baseball, Customer Relations, Gardening, Cash Management, Money Market, Money Management, Monetary Policy, Corporate Finance, Commercial Paper, Bloomberg Terminal, Interest Rate Swaps, Customer Service, Microsoft Excel, Series 7
Education
Pace University - Lubin School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
City University of New York-Herbert H. Lehman College 1986 — 1989
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Tradition October 1998 - Present
Sanwa BGK February 1990 - July 1998
Drexel Burnham Lambert June 1985 - January 1990
Skills
Mathematics, Microsoft Office, Trading, Financial Markets, Risk Management, Credit Risk, Politics, Market Analysis, Sales Management, Contract Negotiations, Hiring Practices, Financial Sales, Institutional Banking, Bonds, Covered Bonds, Government Agencies, CD, Interest Rate Risk..., Futures, Current Events, Options Strategies, Finra Series 7, 63, 82,..., Wine Knowledge, Baseball, Customer Relations, Gardening, Cash Management, Money Market, Money Management, Monetary Policy, Corporate Finance, Commercial Paper, Bloomberg Terminal, Interest Rate Swaps, Customer Service, Microsoft Excel, Series 7
Education
Pace University - Lubin School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
City University of New York-Herbert H. Lehman College 1986 — 1989
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
David Slavin's Drexel Burnham Lambert Experience June 1987 - July 1990
Job Senior Managing Director at Cogent Investment Research LLC
Industry Financial Services
Experience
Cogent Investment Research LLC June 2001 - Present
Olympia Capital Inc July 1990 - June 2001
Drexel Burnham Lambert June 1987 - July 1990
Doremus March 1985 - June 1987
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Fixed Income, Private Equity, Investments, Capital Markets, Portfolio Management, Derivatives, Investment Banking, Mutual Funds, Financial Markets, Investment Strategies, Investment Management
Education
Boston University - School of Management
MBA, Marketing, Honors
Clark University
BA, English, Psychology
Cogent Investment Research LLC June 2001 - Present
Olympia Capital Inc July 1990 - June 2001
Drexel Burnham Lambert June 1987 - July 1990
Doremus March 1985 - June 1987
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Fixed Income, Private Equity, Investments, Capital Markets, Portfolio Management, Derivatives, Investment Banking, Mutual Funds, Financial Markets, Investment Strategies, Investment Management
Education
Boston University - School of Management
MBA, Marketing, Honors
Clark University
BA, English, Psychology
Paul Nadler Paul Nadler's Drexel Burnham Lambert Experience 1986 - 1989
Job Project Management Professional (PMP) and Technical Lead
Industry Banking
Experience
MIO Partners (contract with Doran Jones) February 2015 - April 2015
Societe Generale 1999 - 2014
New York University 1994 - 2014
Contractor's Resources 1995 - 1999
Keyhole Solutions 1991 - 1995
Citibank 1989 - 1991
Drexel Burnham Lambert 1986 - 1989
Skills
Management, Risk Management, Program Management, Business Analysis, PMP, Investment Banking, Regulatory Compliance, Data Analysis, Analysis, Project Management, Teaching, Research, Leadership, PMO, Theatre, Financial Services, Public Speaking, Compliance, Databases, Strategic Planning, Banking, Computer Network..., University Teaching, Vendor Management
Education
The Graduate Center, City University of New York 1991 — 1995
Doctor of Philosophy (Ph.D.), Theatre
City University of New York-Hunter College 1988 — 1991
Master's Degree, Theatre
Oberlin College
Bachelor's Degree, English
MIO Partners (contract with Doran Jones) February 2015 - April 2015
Societe Generale 1999 - 2014
New York University 1994 - 2014
Contractor's Resources 1995 - 1999
Keyhole Solutions 1991 - 1995
Citibank 1989 - 1991
Drexel Burnham Lambert 1986 - 1989
Skills
Management, Risk Management, Program Management, Business Analysis, PMP, Investment Banking, Regulatory Compliance, Data Analysis, Analysis, Project Management, Teaching, Research, Leadership, PMO, Theatre, Financial Services, Public Speaking, Compliance, Databases, Strategic Planning, Banking, Computer Network..., University Teaching, Vendor Management
Education
The Graduate Center, City University of New York 1991 — 1995
Doctor of Philosophy (Ph.D.), Theatre
City University of New York-Hunter College 1988 — 1991
Master's Degree, Theatre
Oberlin College
Bachelor's Degree, English
Carl Weatherley-White, CFA Carl Weatherley-White, CFA's Drexel Burnham Lambert Experience June 1988 - February 1990
Job President at Lightbeam Electric Company
Industry Renewables & Environment
Experience
Lightbeam Electric Company December 2013 - Present
K Road Power January 2012 - December 2013
Barclays September 2008 - December 2011
Lehman Brothers December 2005 - September 2008
Credit Suisse March 1990 - December 2005
Drexel Burnham Lambert June 1988 - February 1990
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Managerial Finance, Due Diligence, Corporate Finance, Forecasting, Accounting, Finance, Business Strategy, Project Finance, Budgets, Internal Controls, Business Planning, Strategic Financial..., Risk Management, Private Equity, Start-ups, Strategy
Education
University of Cape Town 1986 — 1987
Graduate Fellowship, Economics and Political Science
Brown University 1982 — 1986
Bachelor of Science (BS), Neuroscience
St. Paul's School 1978 — 1981
Lightbeam Electric Company December 2013 - Present
K Road Power January 2012 - December 2013
Barclays September 2008 - December 2011
Lehman Brothers December 2005 - September 2008
Credit Suisse March 1990 - December 2005
Drexel Burnham Lambert June 1988 - February 1990
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Managerial Finance, Due Diligence, Corporate Finance, Forecasting, Accounting, Finance, Business Strategy, Project Finance, Budgets, Internal Controls, Business Planning, Strategic Financial..., Risk Management, Private Equity, Start-ups, Strategy
Education
University of Cape Town 1986 — 1987
Graduate Fellowship, Economics and Political Science
Brown University 1982 — 1986
Bachelor of Science (BS), Neuroscience
St. Paul's School 1978 — 1981
Sheldon Barnett Sheldon Barnett's Drexel Burnham Lambert Experience July 1974 - July 1993
Job Owner at Sheldon Barnett, CPA AccountantonLongIsland.com
Industry Accounting
Experience
Sheldon Barnett, CPA - AccountantonLongIsland.com April 1993 - Present
Drexel Burnham Lambert July 1974 - July 1993
Skills
Small Business..., Small Business..., Financial Planning, Tax Preparation, Tax Accounting, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Masters
Sheldon Barnett, CPA - AccountantonLongIsland.com April 1993 - Present
Drexel Burnham Lambert July 1974 - July 1993
Skills
Small Business..., Small Business..., Financial Planning, Tax Preparation, Tax Accounting, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Masters
Cheri Billard SPHR Cheri Billard SPHR's Drexel Burnham Lambert Experience 1985 - 1987
Job HR Director at Alvord Taylor Independent Living Services, Inc.
Industry Human Resources
Experience
Alvord Taylor Independent Living Services, Inc. August 2013 - Present
BBSI September 2012 - Present
Oregon Imaging Centers February 2008 - August 2012
Alsco November 2002 - March 2008
Drexel Burnham Lambert 1985 - 1987
Skills
French, Benefits Administration, Employee Relations, Human Resources, HRIS, Performance Management, Employee Engagement, Organizational..., HR Policies, Leadership Development, Employee Benefits, Talent Management, Recruiting, Coaching, Team Building, HR Consulting
Education
Abilene Christian University 1977 — 1979
Associate of Science (A.S.), Business
California State University-Fresno 1983 — 1984
Associate of Science (A.S.), Business
Hoover High School
Alvord Taylor Independent Living Services, Inc. August 2013 - Present
BBSI September 2012 - Present
Oregon Imaging Centers February 2008 - August 2012
Alsco November 2002 - March 2008
Drexel Burnham Lambert 1985 - 1987
Skills
French, Benefits Administration, Employee Relations, Human Resources, HRIS, Performance Management, Employee Engagement, Organizational..., HR Policies, Leadership Development, Employee Benefits, Talent Management, Recruiting, Coaching, Team Building, HR Consulting
Education
Abilene Christian University 1977 — 1979
Associate of Science (A.S.), Business
California State University-Fresno 1983 — 1984
Associate of Science (A.S.), Business
Hoover High School
Dan Porcher Dan Porcher's Drexel Burnham Lambert Experience 1984 - 1988
Job Front End Developer at Educational Testing Service
Industry Internet
Experience
Educational Testing Service July 2015 - Present
Watershed Web Design July 2000 - Present
Bank of America Merrill Lynch March 2013 - June 2015
www.orioninc.com March 2012 - March 2013
doughmain.com June 2011 - March 2012
Team Nimbus NJ February 2005 - July 2008
Merrill Lynch 1989 - 2000
Prudential Bache 1988 - 1989
Drexel Burnham Lambert 1984 - 1988
Skills
PHP5, jQuery, Advanced CSS, AJAX, JavaScript, MS SQL Server, MS..., MySQL, MS SQL Server, MS Access, Photoshop, Subversion, Git, Eclipse, Drupal, Joomla, Wordpress, ZenCart, CodeIgniter, Kohana, Google Analytics, PHP, Web Development, CSS, SEO, Integration, WordPress, E-commerce, Microsoft SQL Server, User Experience, Databases
Education
Bennington College 1976 — 1980
BA
Riverdale Country School 1970 — 1976
HIgh School
Educational Testing Service July 2015 - Present
Watershed Web Design July 2000 - Present
Bank of America Merrill Lynch March 2013 - June 2015
www.orioninc.com March 2012 - March 2013
doughmain.com June 2011 - March 2012
Team Nimbus NJ February 2005 - July 2008
Merrill Lynch 1989 - 2000
Prudential Bache 1988 - 1989
Drexel Burnham Lambert 1984 - 1988
Skills
PHP5, jQuery, Advanced CSS, AJAX, JavaScript, MS SQL Server, MS..., MySQL, MS SQL Server, MS Access, Photoshop, Subversion, Git, Eclipse, Drupal, Joomla, Wordpress, ZenCart, CodeIgniter, Kohana, Google Analytics, PHP, Web Development, CSS, SEO, Integration, WordPress, E-commerce, Microsoft SQL Server, User Experience, Databases
Education
Bennington College 1976 — 1980
BA
Riverdale Country School 1970 — 1976
HIgh School
Richard Maisto Richard Maisto's Drexel Burnham Lambert Experience 1985 - 1990
Job Founding Partner at Morpheus Capital Advisors
Industry Financial Services
Experience
Medical Tactile, Inc. May 2015 - Present
Acousys Biodevices Inc April 2012 - Present
Morpheus Capital Advisors September 2002 - Present
BT Alex Brown 1996 - 2001
Smith Barney 1990 - 1996
Drexel Burnham Lambert 1985 - 1990
Skills
Private Equity, Mergers, Debt, Investment Banking, Restructuring, Equities, Capital, Credit, Valuation, Corporate Finance, Financial Modeling, Venture Capital, Financial Analysis, Due Diligence, Start-ups, Strategic Planning, LBO, Business Strategy, Leveraged Finance, Negotiation, Bankruptcy, IPO, Recapitalizations, Private Placements, Business Planning, Business Valuation, Capital Markets, Corporate Development, Structured Finance, Alternative Investments
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Financial Markets
Boston College
BS, Finance, English
Medical Tactile, Inc. May 2015 - Present
Acousys Biodevices Inc April 2012 - Present
Morpheus Capital Advisors September 2002 - Present
BT Alex Brown 1996 - 2001
Smith Barney 1990 - 1996
Drexel Burnham Lambert 1985 - 1990
Skills
Private Equity, Mergers, Debt, Investment Banking, Restructuring, Equities, Capital, Credit, Valuation, Corporate Finance, Financial Modeling, Venture Capital, Financial Analysis, Due Diligence, Start-ups, Strategic Planning, LBO, Business Strategy, Leveraged Finance, Negotiation, Bankruptcy, IPO, Recapitalizations, Private Placements, Business Planning, Business Valuation, Capital Markets, Corporate Development, Structured Finance, Alternative Investments
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Financial Markets
Boston College
BS, Finance, English
Janie Kass, CFA Janie Kass, CFA's Drexel Burnham Lambert Experience 1986 - 1988
Job Margolis/Kass Advisors
Industry Financial Services
Experience
Margolis/Kass Advisors 2010 - Present
Institutional Access 2009 - 2010
RCM 2000 - 2007
Jacobs Levy 1995 - 2000
Kwasha Lipton 1990 - 1995
Buck Consultants 1988 - 1990
Drexel Burnham Lambert 1986 - 1988
Salomon Brothers 1985 - 1986
Skills
Hedge Funds, Asset Managment, Alternative Investments, Strategic Planning, Due Diligence, Endowments, Financial Modeling, Institutional, Strategy, Investment Management, Fixed Income, Bloomberg, Marketing, Wealth Management, Sales, Series 63, Investments, Emerging Markets, Asset Management, Financial Services, Investment Strategies, Asset Allocation, Equities, Institutional..., Series 7, ETFs, Equity Research, Economics, Consulting, Pension Funds, Portfolio Management, Relationship Management, Management, Securities, Capital Markets, Financial Markets, Investment Advisory
Education
Harvard Business School 1983 — 1985
M.B.A., Finance
Colgate University 1977 — 1981
B.A., Mathematical Economics
Margolis/Kass Advisors 2010 - Present
Institutional Access 2009 - 2010
RCM 2000 - 2007
Jacobs Levy 1995 - 2000
Kwasha Lipton 1990 - 1995
Buck Consultants 1988 - 1990
Drexel Burnham Lambert 1986 - 1988
Salomon Brothers 1985 - 1986
Skills
Hedge Funds, Asset Managment, Alternative Investments, Strategic Planning, Due Diligence, Endowments, Financial Modeling, Institutional, Strategy, Investment Management, Fixed Income, Bloomberg, Marketing, Wealth Management, Sales, Series 63, Investments, Emerging Markets, Asset Management, Financial Services, Investment Strategies, Asset Allocation, Equities, Institutional..., Series 7, ETFs, Equity Research, Economics, Consulting, Pension Funds, Portfolio Management, Relationship Management, Management, Securities, Capital Markets, Financial Markets, Investment Advisory
Education
Harvard Business School 1983 — 1985
M.B.A., Finance
Colgate University 1977 — 1981
B.A., Mathematical Economics
Bella Chernikowski Maxfield Bella Chernikowski Maxfield's Drexel Burnham Lambert Experience 1979 - 1990
Job Highperforming Information Technology Professional
Industry Information Technology and Services
Experience
Sterling National Bank (formerly Hudson Valley Bank) February 2011 - Present
MasterCard Worldwide June 1999 - July 2010
Cowen and Company March 1995 - November 1998
Bear Stearns May 1990 - May 1991
Drexel Burnham Lambert 1979 - 1990
Skills
Project Management, Business Analysis, Program Management, Risk Management, Integration, Process Improvement, Strategy, Analysis, Databases, Data Analysis, SQL, Software Development, Access
Education
City University of New York City College
BA
New York University
MPA, Public Administration
Sterling National Bank (formerly Hudson Valley Bank) February 2011 - Present
MasterCard Worldwide June 1999 - July 2010
Cowen and Company March 1995 - November 1998
Bear Stearns May 1990 - May 1991
Drexel Burnham Lambert 1979 - 1990
Skills
Project Management, Business Analysis, Program Management, Risk Management, Integration, Process Improvement, Strategy, Analysis, Databases, Data Analysis, SQL, Software Development, Access
Education
City University of New York City College
BA
New York University
MPA, Public Administration
Richard J. Wright Richard J. Wright's Drexel Burnham Lambert Experience 1980 - 1992
Job Councilman at Belmar, NJ
Industry Real Estate
Experience
Belmar NJ 2009 - Present
Whittredge Holdings LLC 1990 - Present
MaxLink June 2000 - March 2001
D P Investments 1992 - 2000
Great American Recreation July 1995 - November 1996
Drexel Burnham Lambert 1980 - 1992
Coopers & Lybrand 1974 - 1980
Skills
Real Estate, Investments, Management
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1974
MBA, Accounting
Bates College 1969 — 1973
BS, Physics
Belmar NJ 2009 - Present
Whittredge Holdings LLC 1990 - Present
MaxLink June 2000 - March 2001
D P Investments 1992 - 2000
Great American Recreation July 1995 - November 1996
Drexel Burnham Lambert 1980 - 1992
Coopers & Lybrand 1974 - 1980
Skills
Real Estate, Investments, Management
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1974
MBA, Accounting
Bates College 1969 — 1973
BS, Physics
Kevin Boylan's Drexel Burnham Lambert Experience January 1980 - January 1990
Job Partner at Powerplant Ventures
Industry Restaurants
Experience
Powerplant Ventures January 2015 - Present
Veggie Grill, Inc. June 2005 - Present
Standard Capital June 1990 - June 2005
Drexel Burnham Lambert January 1980 - January 1990
Skills
Public Relations, Social Media Marketing, Social Media, Entrepreneurship, Social Networking, Strategic Planning, Leadership, Marketing Strategy, Online Marketing, Negotiation, Event Management, Marketing, Business Planning, Online Advertising, Advertising, Budgets, Management, Event Planning, Fundraising, Sales Management, Team Building, Start-ups, Hospitality, Community Outreach, Coaching, Nonprofits, Strategic Partnerships, Contract Negotiation, Public Speaking, Team Leadership, Business Development
Education
Arizona State University 1975 — 1979
BS, Business Administration
Powerplant Ventures January 2015 - Present
Veggie Grill, Inc. June 2005 - Present
Standard Capital June 1990 - June 2005
Drexel Burnham Lambert January 1980 - January 1990
Skills
Public Relations, Social Media Marketing, Social Media, Entrepreneurship, Social Networking, Strategic Planning, Leadership, Marketing Strategy, Online Marketing, Negotiation, Event Management, Marketing, Business Planning, Online Advertising, Advertising, Budgets, Management, Event Planning, Fundraising, Sales Management, Team Building, Start-ups, Hospitality, Community Outreach, Coaching, Nonprofits, Strategic Partnerships, Contract Negotiation, Public Speaking, Team Leadership, Business Development
Education
Arizona State University 1975 — 1979
BS, Business Administration
Marty Scoll Marty Scoll's Drexel Burnham Lambert Experience 1984 - 1992
Job CEO of the local fishing hole at Retired
Industry Financial Services
Experience
Retired April 2013 - Present
Wells Fargo Advisors, LLC February 1995 - Present
Wachovia February 1995 - Present
Prudential Securities February 1995 - April 2004
Self employed 1992 - 1995
Drexel Burnham Lambert 1984 - 1992
People Care Inc 1981 - 1984
Cosmopolitan Personnel 1978 - 1981
Cresco Sales 1976 - 1978
Gaynor Stafford Industries 1973 - 1976
Skills
Series 7, Tax, Wealth Management, Investments, Retirement Planning
Education
Baruch College, City University of New York (CUNY) 1964 — 1969
Retired April 2013 - Present
Wells Fargo Advisors, LLC February 1995 - Present
Wachovia February 1995 - Present
Prudential Securities February 1995 - April 2004
Self employed 1992 - 1995
Drexel Burnham Lambert 1984 - 1992
People Care Inc 1981 - 1984
Cosmopolitan Personnel 1978 - 1981
Cresco Sales 1976 - 1978
Gaynor Stafford Industries 1973 - 1976
Skills
Series 7, Tax, Wealth Management, Investments, Retirement Planning
Education
Baruch College, City University of New York (CUNY) 1964 — 1969
Laura Crivelli Laura Crivelli's Drexel Burnham Lambert Experience 1977 - 1978
Job Financial Services Professional
Industry Financial Services
Experience
Domestic engineer since 1989 July 1989 - Present
Cantor Fitzgerald 1981 - 1989
Fiduciary Trust Company 1978 - 1980
Drexel Burnham Lambert 1977 - 1978
Weeden & Co. 1976 - 1977
Skills
Microsoft Office, Customer Service, Microsoft Word, Public Speaking, Event Planning, Leadership, Social Media, Time Management, Marketing, Financial Analysis
Education
Kingsborough Community College 1975 — 1976
Liberal Arts and Sciences, General Studies and Humanities
Booklyn Technical High School 1971 — 1975
Chemistry Major
Baruch College
liberal arts
California State University-Northridge
Real Estate
Domestic engineer since 1989 July 1989 - Present
Cantor Fitzgerald 1981 - 1989
Fiduciary Trust Company 1978 - 1980
Drexel Burnham Lambert 1977 - 1978
Weeden & Co. 1976 - 1977
Skills
Microsoft Office, Customer Service, Microsoft Word, Public Speaking, Event Planning, Leadership, Social Media, Time Management, Marketing, Financial Analysis
Education
Kingsborough Community College 1975 — 1976
Liberal Arts and Sciences, General Studies and Humanities
Booklyn Technical High School 1971 — 1975
Chemistry Major
Baruch College
liberal arts
California State University-Northridge
Real Estate
John Zabinski John Zabinski's Drexel Burnham Lambert Experience December 1986 - July 1990
Job Realtor | Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage January 2013 - Present
Alvernia University June 2011 - December 2013
Penn State University August 2010 - June 2013
Quantum Leap October 2008 - December 2012
Outlook Group Corp. February 1999 - October 2008
Beckett August 1990 - February 1999
Drexel Burnham Lambert December 1986 - July 1990
Skills
Logistics, Direct Marketing, Direct Mail, Production, Supply Chain Management, New Business Development, Customer Satisfaction, Real Estate, Strategy, Value Selling, Sales Process, Collaborative Problem..., Real Estate Economics, Management, Sales Management, E-commerce, Selling, Analysis, Nonprofits, Marketing Strategy, Social Media Marketing, Sales, Team Building, Leadership, Advertising, Small Business, Contract Negotiation, Strategic Planning, Online Marketing, Marketing
Education
Brown University
BA, Economics / Psychology
Hofstra University
MBA, Finance, F.G. Zarb School of Business
Coldwell Banker Residential Brokerage January 2013 - Present
Alvernia University June 2011 - December 2013
Penn State University August 2010 - June 2013
Quantum Leap October 2008 - December 2012
Outlook Group Corp. February 1999 - October 2008
Beckett August 1990 - February 1999
Drexel Burnham Lambert December 1986 - July 1990
Skills
Logistics, Direct Marketing, Direct Mail, Production, Supply Chain Management, New Business Development, Customer Satisfaction, Real Estate, Strategy, Value Selling, Sales Process, Collaborative Problem..., Real Estate Economics, Management, Sales Management, E-commerce, Selling, Analysis, Nonprofits, Marketing Strategy, Social Media Marketing, Sales, Team Building, Leadership, Advertising, Small Business, Contract Negotiation, Strategic Planning, Online Marketing, Marketing
Education
Brown University
BA, Economics / Psychology
Hofstra University
MBA, Finance, F.G. Zarb School of Business
Alan Bahr Alan Bahr's Drexel Burnham Lambert Experience 1988 - 1990
Job Senior Vice President Business Development at SimplyCredit
Industry Financial Services
Experience
SimplyCredit May 2015 - Present
CUNA Mutual Group March 2012 - May 2015
CMG Mortgage Insurance (a CUNA Mutual Group Company) September 2007 - March 2012
Fair Isaac Corp December 2005 - September 2007
Independent Financial Consultant 1999 - 2005
Lehman Brothers 1993 - 1999
Salomon Brothers 1990 - 1993
Drexel Burnham Lambert 1988 - 1990
Bain & Company 1985 - 1988
Skills
Capital Markets, Strategic Planning, Product Development, Product Management, Change Management, Predictive Analytics, Optimization, Cross-functional Team..., Structured Products, Derivatives, Presenter, Communications Audits, Financial Analysis, Finance, Loans, Mortgage Lending, Management, Strategic Partnerships, Financial Services, Selling, Investment Banking, Sales, Risk Management, Leadership, Banking, Business Development
Education
Brigham Young University 1983 — 1985
MBA, Finance and International Focus
SimplyCredit May 2015 - Present
CUNA Mutual Group March 2012 - May 2015
CMG Mortgage Insurance (a CUNA Mutual Group Company) September 2007 - March 2012
Fair Isaac Corp December 2005 - September 2007
Independent Financial Consultant 1999 - 2005
Lehman Brothers 1993 - 1999
Salomon Brothers 1990 - 1993
Drexel Burnham Lambert 1988 - 1990
Bain & Company 1985 - 1988
Skills
Capital Markets, Strategic Planning, Product Development, Product Management, Change Management, Predictive Analytics, Optimization, Cross-functional Team..., Structured Products, Derivatives, Presenter, Communications Audits, Financial Analysis, Finance, Loans, Mortgage Lending, Management, Strategic Partnerships, Financial Services, Selling, Investment Banking, Sales, Risk Management, Leadership, Banking, Business Development
Education
Brigham Young University 1983 — 1985
MBA, Finance and International Focus
Timothy Yanoti Timothy Yanoti's Drexel Burnham Lambert Experience 1990 - 1991
Job President at American Financial Resources
Industry Banking
Experience
American Financial Resources October 2014 - Present
Fannie Mae November 2011 - October 2014
Knight Capital Group September 2009 - August 2011
National City Bank January 2006 - December 2008
General Electric Company 1998 - 2006
RBS Greenwich Capital 1992 - 1998
The Transportation Group 1991 - 1992
Drexel Burnham Lambert 1990 - 1991
Skills
Capital Markets, Organizational..., Securitization, Financial Structuring, Corporate Finance, Structured Finance, Investment Banking, Business Transformation, Mortgage Banking, CMBS, Technology Management
Education
Cornell University - Johnson Graduate School of Management 1987 — 1989
MBA, Finance
Clarkson University 1979 — 1983
Bachelor of Science, Physics
American Financial Resources October 2014 - Present
Fannie Mae November 2011 - October 2014
Knight Capital Group September 2009 - August 2011
National City Bank January 2006 - December 2008
General Electric Company 1998 - 2006
RBS Greenwich Capital 1992 - 1998
The Transportation Group 1991 - 1992
Drexel Burnham Lambert 1990 - 1991
Skills
Capital Markets, Organizational..., Securitization, Financial Structuring, Corporate Finance, Structured Finance, Investment Banking, Business Transformation, Mortgage Banking, CMBS, Technology Management
Education
Cornell University - Johnson Graduate School of Management 1987 — 1989
MBA, Finance
Clarkson University 1979 — 1983
Bachelor of Science, Physics
Howard Shain, CPA, CRMA's Drexel Burnham Lambert Experience 1986 - 1989
Job Director, Risk Advisory Services at McGladrey
Industry Financial Services
Experience
McGladrey 2013 - Present
American Express Company August 2009 - April 2011
Ernst & Young 1998 - August 2009
Citicorp 1989 - 1998
Drexel Burnham Lambert 1986 - 1989
Citicorp 1980 - 1986
Salomon Brothers 1979 - 1980
Deloitte Haskins & Sells 1977 - 1979
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Operational Risk..., Enterprise Risk..., Risk Management, Financial Risk, Risk Assessment, IT Audit, Banking, Sarbanes-Oxley, Assurance, Corporate Governance, Financial Services, Auditing, Business Process..., CPA, Corporate Finance, Operational Risk, COSO, Capital Markets, Management, Financial Analysis, Financial Reporting, Governance, Insurance, SEC filings, Financial Audits, CISA, External Audit, Mergers & Acquisitions, US GAAP, Due Diligence, Fraud, SAS70
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
MBA, Accounting
Boston University 1971 — 1975
BS, Business Administration
McGladrey 2013 - Present
American Express Company August 2009 - April 2011
Ernst & Young 1998 - August 2009
Citicorp 1989 - 1998
Drexel Burnham Lambert 1986 - 1989
Citicorp 1980 - 1986
Salomon Brothers 1979 - 1980
Deloitte Haskins & Sells 1977 - 1979
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Operational Risk..., Enterprise Risk..., Risk Management, Financial Risk, Risk Assessment, IT Audit, Banking, Sarbanes-Oxley, Assurance, Corporate Governance, Financial Services, Auditing, Business Process..., CPA, Corporate Finance, Operational Risk, COSO, Capital Markets, Management, Financial Analysis, Financial Reporting, Governance, Insurance, SEC filings, Financial Audits, CISA, External Audit, Mergers & Acquisitions, US GAAP, Due Diligence, Fraud, SAS70
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
MBA, Accounting
Boston University 1971 — 1975
BS, Business Administration
Steve Lindley Steve Lindley's Drexel Burnham Lambert Experience July 1987 - August 1990
Job Senior Managing Director at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield (Formerly DTZ) January 2015 - Present
Cassidy Turley 2010 - December 2014
Grubb & EllisBRE Commercial 2007 - 2010
Trammell Crow Company May 2003 - January 2007
Insignia ESG October 1998 - May 2003
Drexel Burnham Lambert July 1987 - August 1990
Skills
Brokerage, Real Estate Development, Investments, Real Estate Economics, Dispositions, Real Estate Transactions, Real Estate, Location Intelligence, Leases, Commercial Real Estate
Education
Arizona State University 1983 — 1987
BS, Finance
Cushman & Wakefield (Formerly DTZ) January 2015 - Present
Cassidy Turley 2010 - December 2014
Grubb & EllisBRE Commercial 2007 - 2010
Trammell Crow Company May 2003 - January 2007
Insignia ESG October 1998 - May 2003
Drexel Burnham Lambert July 1987 - August 1990
Skills
Brokerage, Real Estate Development, Investments, Real Estate Economics, Dispositions, Real Estate Transactions, Real Estate, Location Intelligence, Leases, Commercial Real Estate
Education
Arizona State University 1983 — 1987
BS, Finance
David Teolis David Teolis's Drexel Burnham Lambert Experience 1986 - 1989
Job Investment Professional at Starwood Capital Group
Industry Investment Management
Experience
Starwood Capital Group November 2014 - Present
Gray Birch Services LLC August 2014 - Present
Perpetual Recycling Solutions July 2014 - March 2015
BNP Paribas Asset Management August 2009 - February 2013
Klirmark Capital January 2008 - November 2009
Forest Investment Management May 2002 - October 2007
Nomura Holdings America January 1993 - March 2002
Lehman Brothers May 1989 - December 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Equities, Portfolio Management, High Yield, Hedge Funds, Asset Management, Fixed Income, Investments, Bonds, Capital Markets, Investment Strategies, Bloomberg, Alternative Investments, Structured Products, Securities, Asset Managment, Derivatives, Equity Research, Private Equity, Credit Derivatives, Mutual Funds, Leveraged Finance, Investment Management, Investment Banking, Emerging Markets, Options, Capital Structure, Financial Structuring, CDS, Fund Of Funds, Relative Value, Financial Markets, CDO, Trading, Equity Derivatives, Asset Allocation, Structured Finance, Valuation, Credit, Board of Directors
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Boston University 1985 — 1989
BA, Economics
Providence Country Day School
High School
Starwood Capital Group November 2014 - Present
Gray Birch Services LLC August 2014 - Present
Perpetual Recycling Solutions July 2014 - March 2015
BNP Paribas Asset Management August 2009 - February 2013
Klirmark Capital January 2008 - November 2009
Forest Investment Management May 2002 - October 2007
Nomura Holdings America January 1993 - March 2002
Lehman Brothers May 1989 - December 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Equities, Portfolio Management, High Yield, Hedge Funds, Asset Management, Fixed Income, Investments, Bonds, Capital Markets, Investment Strategies, Bloomberg, Alternative Investments, Structured Products, Securities, Asset Managment, Derivatives, Equity Research, Private Equity, Credit Derivatives, Mutual Funds, Leveraged Finance, Investment Management, Investment Banking, Emerging Markets, Options, Capital Structure, Financial Structuring, CDS, Fund Of Funds, Relative Value, Financial Markets, CDO, Trading, Equity Derivatives, Asset Allocation, Structured Finance, Valuation, Credit, Board of Directors
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Boston University 1985 — 1989
BA, Economics
Providence Country Day School
High School
Dale Ann Schepis Dale Ann Schepis's Drexel Burnham Lambert Experience August 1984 - April 1992
Job Seller at eBay
Industry Luxury Goods & Jewelry
Experience
eBay November 2004 - Present
Drexel Burnham Lambert August 1984 - April 1992
Skills
E-commerce, Social Media, Social Networking, Fashion, Online Marketing, Marketing, Retail, Sales, Affiliate Marketing, Online Advertising, Facebook, Social Media Marketing, Email Marketing, Digital Marketing, Advertising, SEM, SEO, Google Analytics, PPC, Lead Generation, Web Analytics, Web Marketing, Blogging, Web 2.0
Education
Broward Community College 1974 — 1975
Deerfield Beach High School 1970 — 1974
diploma, Elementary Education
eBay November 2004 - Present
Drexel Burnham Lambert August 1984 - April 1992
Skills
E-commerce, Social Media, Social Networking, Fashion, Online Marketing, Marketing, Retail, Sales, Affiliate Marketing, Online Advertising, Facebook, Social Media Marketing, Email Marketing, Digital Marketing, Advertising, SEM, SEO, Google Analytics, PPC, Lead Generation, Web Analytics, Web Marketing, Blogging, Web 2.0
Education
Broward Community College 1974 — 1975
Deerfield Beach High School 1970 — 1974
diploma, Elementary Education
Harvey Kreiswirth Harvey Kreiswirth's Drexel Burnham Lambert Experience 1987 - 1989
Job Digital product strategy, management, and marketing leader
Industry Internet
Experience
Underline Communications 2011 - Present
Logitech 2008 - 2010
Big City Interactive 2002 - 2007
Xigo 1999 - 2001
DoubleClick 1998 - 1999
American Express, Interactive Services Group 1996 - 1998
American Express 1993 - 1995
Drexel Burnham Lambert 1987 - 1989
Skills
Product Management, Digital, Start-ups, Analytics, Strategy, Marketing Strategy, Business Strategy, Business Development, Segmentation, Marketing, Online Marketing, CRM, Brand Development, SEM, Management, Market Research, Leadership, User Experience, Product Development, Digital Marketing
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Strategic Management and Marketing
Brown University 1984 — 1987
BA, Economics
Massachusetts Institute of Technology 1983 — 1984
Freshman Studies
Underline Communications 2011 - Present
Logitech 2008 - 2010
Big City Interactive 2002 - 2007
Xigo 1999 - 2001
DoubleClick 1998 - 1999
American Express, Interactive Services Group 1996 - 1998
American Express 1993 - 1995
Drexel Burnham Lambert 1987 - 1989
Skills
Product Management, Digital, Start-ups, Analytics, Strategy, Marketing Strategy, Business Strategy, Business Development, Segmentation, Marketing, Online Marketing, CRM, Brand Development, SEM, Management, Market Research, Leadership, User Experience, Product Development, Digital Marketing
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Strategic Management and Marketing
Brown University 1984 — 1987
BA, Economics
Massachusetts Institute of Technology 1983 — 1984
Freshman Studies
John D Hourihan John D Hourihan's Drexel Burnham Lambert Experience 1989 - 1991
Job CEO at Edison Advisors, LLC
Industry Financial Services
Experience
Edison Capital Partners May 2005 - Present
Edison Advisors, LLC September 2002 - Present
Lion & Lamm Capital,LLC 1992 - 2001
Drexel Burnham Lambert 1989 - 1991
Citibank, NA 1983 - 1989
Skills
Investment Banking, Private Equity, Financial Analysis, Restructuring, Entrepreneurship, Venture Capital, Due Diligence, Mergers & Acquisitions, Business Planning, Financial Advisory, Business Valuation, Valuation, Investments, Corporate Finance, Financial Modeling, Executive Management, Asset Management
Education
Columbia University - School of International and Public Affairs 1982 — 1983
MIA, Finance & Accounting
Bowdoin College 1973 — 1977
AB, Romance Languages, Economics
Edison Capital Partners May 2005 - Present
Edison Advisors, LLC September 2002 - Present
Lion & Lamm Capital,LLC 1992 - 2001
Drexel Burnham Lambert 1989 - 1991
Citibank, NA 1983 - 1989
Skills
Investment Banking, Private Equity, Financial Analysis, Restructuring, Entrepreneurship, Venture Capital, Due Diligence, Mergers & Acquisitions, Business Planning, Financial Advisory, Business Valuation, Valuation, Investments, Corporate Finance, Financial Modeling, Executive Management, Asset Management
Education
Columbia University - School of International and Public Affairs 1982 — 1983
MIA, Finance & Accounting
Bowdoin College 1973 — 1977
AB, Romance Languages, Economics
David H. Talbot David H. Talbot's Drexel Burnham Lambert Experience 1976 - 1986
Job Mananging Director at Terranova Capital Partners, Inc.
Industry Banking
Experience
Terranova Capital Partners, Inc. November 2014 - Present
TopHat Capital, LLC May 2012 - November 2014
Crystal Research Associates October 2011 - June 2014
Sanders, Morris & Harris April 2006 - February 2008
HealthReform Opportunities LLC 1994 - 2006
Healthcare Industry Reform Investment Trust, plc January 1996 - May 1998
Arnhold and S. Bleichroeder 1988 - 1994
Needham & Company 1986 - 1988
Drexel Burnham Lambert 1976 - 1986
William D. Witter 1972 - 1975
Skills
Healthcare Industry..., Analysis, healthcare industry, Venture Capital, Investment Banking
Education
Kellogg Graduate School of Management 1961 — 1963
MBA, Marketing
Brown University 1955 — 1959
AB, American Civilization
Terranova Capital Partners, Inc. November 2014 - Present
TopHat Capital, LLC May 2012 - November 2014
Crystal Research Associates October 2011 - June 2014
Sanders, Morris & Harris April 2006 - February 2008
HealthReform Opportunities LLC 1994 - 2006
Healthcare Industry Reform Investment Trust, plc January 1996 - May 1998
Arnhold and S. Bleichroeder 1988 - 1994
Needham & Company 1986 - 1988
Drexel Burnham Lambert 1976 - 1986
William D. Witter 1972 - 1975
Skills
Healthcare Industry..., Analysis, healthcare industry, Venture Capital, Investment Banking
Education
Kellogg Graduate School of Management 1961 — 1963
MBA, Marketing
Brown University 1955 — 1959
AB, American Civilization
Jim Barrick Jim Barrick's Drexel Burnham Lambert Experience 1989 - 1990
Job CPA, Consulting & Advisory services
Industry Financial Services
Experience
James H. Barrick, CPA, A Professional Corporation September 2007 - Present
Todey Motor Company 2002 - 2007
James H. Barrick, CPA 1998 - 2000
Team Valor Racing Stables 1991 - 1998
The Centennial Group 1990 - 1991
Kidder Peabody 1990 - 1990
Drexel Burnham Lambert 1989 - 1990
Deloitte Haskins + Sells 1986 - 1989
Milwaukee Brewers Baseball Club January 1984 - January 1987
Skills
Accounting, Strategic Planning, Business Development, Sales, Marketing, Financial Analysis, Customer Service, Account Management, Team Building, New Business Development, Management, Leadership, Start-ups, Sales Management, CRM
Education
California Lutheran University 1983 — 1986
BS, Accounting
James H. Barrick, CPA, A Professional Corporation September 2007 - Present
Todey Motor Company 2002 - 2007
James H. Barrick, CPA 1998 - 2000
Team Valor Racing Stables 1991 - 1998
The Centennial Group 1990 - 1991
Kidder Peabody 1990 - 1990
Drexel Burnham Lambert 1989 - 1990
Deloitte Haskins + Sells 1986 - 1989
Milwaukee Brewers Baseball Club January 1984 - January 1987
Skills
Accounting, Strategic Planning, Business Development, Sales, Marketing, Financial Analysis, Customer Service, Account Management, Team Building, New Business Development, Management, Leadership, Start-ups, Sales Management, CRM
Education
California Lutheran University 1983 — 1986
BS, Accounting
Elio Caiazzo Elio Caiazzo's Drexel Burnham Lambert Experience January 1979 - January 1983
Job Principal Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) December 2010 - Present
Bank of New York / Mellon June 2010 - June 2010
ING Financial Markets LLC February 2010 - May 2010
AMRO INC January 2000 - October 2009
INTERNAL CONTROL January 1996 - January 1999
CITICORP SECURITIES SERVICES INC January 1991 - January 1999
Newbridge/Citigroup Sec Ser. Inc 1991 - 1999
INTERNAL CONTROL January 1991 - January 1996
Security Pacific National Bank January 1983 - January 1991
Drexel Burnham Lambert January 1979 - January 1983
Skills
Capital Markets, Securities, Equities, Broker-Dealer, 15c3-3
Education
Baruch College, City University of New York (CUNY) 1971 — 1972
No, Accounting/Business Management
John Adams High School 1967 — 1971
BERNARD BARUCH COLLEGE
Accounting / Business Management
Financial Industry Regulatory Authority (FINRA) December 2010 - Present
Bank of New York / Mellon June 2010 - June 2010
ING Financial Markets LLC February 2010 - May 2010
AMRO INC January 2000 - October 2009
INTERNAL CONTROL January 1996 - January 1999
CITICORP SECURITIES SERVICES INC January 1991 - January 1999
Newbridge/Citigroup Sec Ser. Inc 1991 - 1999
INTERNAL CONTROL January 1991 - January 1996
Security Pacific National Bank January 1983 - January 1991
Drexel Burnham Lambert January 1979 - January 1983
Skills
Capital Markets, Securities, Equities, Broker-Dealer, 15c3-3
Education
Baruch College, City University of New York (CUNY) 1971 — 1972
No, Accounting/Business Management
John Adams High School 1967 — 1971
BERNARD BARUCH COLLEGE
Accounting / Business Management
Jack Grodeska's Drexel Burnham Lambert Experience 1984 - 1989
Job CEO/Sales & Marketing at DalgCais, LLC
Industry Marketing and Advertising
Experience
DalgCais, LLC 2009 - Present
The Connors Group August 2008 - September 2009
Accoona/Exchange place October 2007 - April 2008
CoverClicks Media, Inc 2006 - 2007
CompUSA 2004 - 2006
Grupo Carso 2004 - 2006
Johnson & Hayward (A Paladin Consultants Client) 2003 - 2004
Microwarehouse 1993 - 2001
JW Gant & Associates 1989 - 1992
Drexel Burnham Lambert 1984 - 1989
Skills
Online Advertising, E-commerce, Strategic Thinking, Sales Operations, SEO, Marketing, Marketing Strategy, Team Building, New Media, Business Management, Business Strategy, Business Analysis, Online Business..., Online Video Strategy, Strategic Planning, Tactical Planning, Sales Management, Leadership, Sales, Social Networking, Advertising
Education
Henry Hudson Regional school 1975 — 1979
Brookdale Community College
University of California, Riverside - A. Gary Anderson Graduate School of Management
DalgCais, LLC 2009 - Present
The Connors Group August 2008 - September 2009
Accoona/Exchange place October 2007 - April 2008
CoverClicks Media, Inc 2006 - 2007
CompUSA 2004 - 2006
Grupo Carso 2004 - 2006
Johnson & Hayward (A Paladin Consultants Client) 2003 - 2004
Microwarehouse 1993 - 2001
JW Gant & Associates 1989 - 1992
Drexel Burnham Lambert 1984 - 1989
Skills
Online Advertising, E-commerce, Strategic Thinking, Sales Operations, SEO, Marketing, Marketing Strategy, Team Building, New Media, Business Management, Business Strategy, Business Analysis, Online Business..., Online Video Strategy, Strategic Planning, Tactical Planning, Sales Management, Leadership, Sales, Social Networking, Advertising
Education
Henry Hudson Regional school 1975 — 1979
Brookdale Community College
University of California, Riverside - A. Gary Anderson Graduate School of Management
Rosemary Sagar, CFA's Drexel Burnham Lambert Experience 1986 - 1987
Job CIO, Kingdon Foundation
Industry Investment Management
Experience
Kingdon Capital Management LLC February 2005 - Present
The Sagar School July 2011 - Present
Remfry & Sagar Consultants Pvt. Ltd. July 2011 - Present
U.S. Trust 1996 - 2004
GE Investments 1990 - 1996
Barings 1987 - 1990
Drexel Burnham Lambert 1986 - 1987
Morgan Stanley 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Private Equity, Investment Strategies, Emerging Markets, Investment Management, Securities, Series 7, Financial Markets, Investment Banking, Due Diligence, Equities, Economics, Asset Managment, Management, Financial Analysis
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance, Marketing, International Business
Boston University 1978 — 1981
BS in BA, Finance, International Management, summa cum laude
Sorbonne 1980 — 1980
Degre superieur, Civilisation francaise, Mention "bien"
Canford School 1977 — 1977
A levels, Economics, German
Arndt Gymnasium 1973 — 1976
German School New Delhi 1968 — 1973
Kingdon Capital Management LLC February 2005 - Present
The Sagar School July 2011 - Present
Remfry & Sagar Consultants Pvt. Ltd. July 2011 - Present
U.S. Trust 1996 - 2004
GE Investments 1990 - 1996
Barings 1987 - 1990
Drexel Burnham Lambert 1986 - 1987
Morgan Stanley 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Private Equity, Investment Strategies, Emerging Markets, Investment Management, Securities, Series 7, Financial Markets, Investment Banking, Due Diligence, Equities, Economics, Asset Managment, Management, Financial Analysis
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance, Marketing, International Business
Boston University 1978 — 1981
BS in BA, Finance, International Management, summa cum laude
Sorbonne 1980 — 1980
Degre superieur, Civilisation francaise, Mention "bien"
Canford School 1977 — 1977
A levels, Economics, German
Arndt Gymnasium 1973 — 1976
German School New Delhi 1968 — 1973
Mark Leinenkugel Mark Leinenkugel's Drexel Burnham Lambert Experience June 1983 - December 1983
Job Global Sales Director at NCR Corporation
Industry Information Technology and Services
Experience
NCR Corporation January 2010 - Present
NCR Corporation January 2009 - December 2009
NCR Corporation January 2008 - December 2009
NCR Corporation January 2005 - January 2008
NCR Corporation June 1984 - December 2004
Drexel Burnham Lambert June 1983 - December 1983
Skills
Sales Management, Solution Selling, Negotiation, Business Development, Strategy, SaaS, Innovation Development, Product Management, Management, Sales, Strategic Partnerships, Account Management, Program Management, Public Speaking, Managed Services, Channel Sales, Channel Strategy
Education
Arizona State University - W. P. Carey School of Business 1980 — 1984
Bachelor of Science, Finance
Arizona State University - W. P. Carey School of Business 1980 — 1984
Bachelor of Science (B.S.) in Finance
NCR Corporation January 2010 - Present
NCR Corporation January 2009 - December 2009
NCR Corporation January 2008 - December 2009
NCR Corporation January 2005 - January 2008
NCR Corporation June 1984 - December 2004
Drexel Burnham Lambert June 1983 - December 1983
Skills
Sales Management, Solution Selling, Negotiation, Business Development, Strategy, SaaS, Innovation Development, Product Management, Management, Sales, Strategic Partnerships, Account Management, Program Management, Public Speaking, Managed Services, Channel Sales, Channel Strategy
Education
Arizona State University - W. P. Carey School of Business 1980 — 1984
Bachelor of Science, Finance
Arizona State University - W. P. Carey School of Business 1980 — 1984
Bachelor of Science (B.S.) in Finance
Karina Khatskelevich PMP®'s Drexel Burnham Lambert Experience February 1987 - March 1988
Job Senior Manager of Program Management at CapitalOne
Industry Information Technology and Services
Experience
Capital One Auto Finance May 2011 - Present
LexisNexis May 2009 - May 2011
JPMorgan Chase March 1999 - May 2009
Citibank March 1988 - January 1999
Drexel Burnham Lambert February 1987 - March 1988
E.F.Hutton November 1985 - January 1987
Skills
SDLC, Vendor Management, Program Management, Business Process..., Software Project..., Process Improvement, Management, Project Management, Risk Management, Leadership, Software Development, Analysis, Six Sigma, Testing, Training, User Acceptance Testing, Business Analysis, Requirements Analysis, PMO, Budgets, Service Delivery, Finance, Negotiation, Project Delivery, Portfolio Management, ASP, Information Technology, Financial Services, Agile Methodologies, Business Requirements
Education
City University of New York-Brooklyn College 1982 — 1985
B.S., Computer Science
Capital One Auto Finance May 2011 - Present
LexisNexis May 2009 - May 2011
JPMorgan Chase March 1999 - May 2009
Citibank March 1988 - January 1999
Drexel Burnham Lambert February 1987 - March 1988
E.F.Hutton November 1985 - January 1987
Skills
SDLC, Vendor Management, Program Management, Business Process..., Software Project..., Process Improvement, Management, Project Management, Risk Management, Leadership, Software Development, Analysis, Six Sigma, Testing, Training, User Acceptance Testing, Business Analysis, Requirements Analysis, PMO, Budgets, Service Delivery, Finance, Negotiation, Project Delivery, Portfolio Management, ASP, Information Technology, Financial Services, Agile Methodologies, Business Requirements
Education
City University of New York-Brooklyn College 1982 — 1985
B.S., Computer Science
Anne Kavanagh's Drexel Burnham Lambert Experience 1983 - 1990
Job Managing Member at Kavanagh Consulting LLC
Industry Retail
Experience
Kavanagh Consulting LLC July 2014 - Present
U.S. Vision November 2010 - July 2014
Kavanagh Consulting LLC January 2001 - November 2010
PaineWebber 1999 - 2000
Prudential Securities 1998 - 1999
Salomon Brothers 1997 - 1998
NatWest Securities 1990 - 1997
Drexel Burnham Lambert 1983 - 1990
IBM 1981 - 1983
Education
Boston College 1977 — 1981
Bachelor’s Degree, Majors: Finance and Marketing, Magna Cum Laude
Kavanagh Consulting LLC July 2014 - Present
U.S. Vision November 2010 - July 2014
Kavanagh Consulting LLC January 2001 - November 2010
PaineWebber 1999 - 2000
Prudential Securities 1998 - 1999
Salomon Brothers 1997 - 1998
NatWest Securities 1990 - 1997
Drexel Burnham Lambert 1983 - 1990
IBM 1981 - 1983
Education
Boston College 1977 — 1981
Bachelor’s Degree, Majors: Finance and Marketing, Magna Cum Laude
E. David Laska, MBA, MA E. David Laska, MBA, MA's Drexel Burnham Lambert Experience 1986 - 1989
Job CEO/COO/CFO: Chief of Staff | Start Ups | M&A | Investment Banking | Retirement | IT | Restructuring | Private Equity
Industry Financial Services
Experience
Pal International, Inc. 2012 - Present
Pelion Financial Group, Inc. 2006 - 2012
American Benefit Resources, Inc. 1997 - 2006
Paine Webber 1989 - 1993
Drexel Burnham Lambert 1986 - 1989
Citi 1984 - 1986
First Boston Corporation 1980 - 1984
VA Hospital 1977 - 1978
Skills
Retirement, Alternative Investments, Business Strategy, Securities, Finance, Employee Benefits, Series 7, 401k, Investment Strategies, Retirement Planning, Hedge Funds, Investment Banking, Corporate Finance, Corporate Development, Risk Management, Asset Managment, Mergers & Acquisitions, Mergers, Turn Around Management, M&A Advisory Services, CEOs, CFOs, Start-ups, Start-up Consulting, Start-up Ventures, Start-ups Management, Startup Development, ROI Strategies, EBITDA, IRR, Sovereign Debt, Strategic Consulting, Management Consulting, Liquidation, Turnaround Strategy, Business Turn-arounds, Acquisition Integration, Capitalization, Business Development, Funding, Business Model..., Business Expansion, Financial Statement..., Cash Flow Forecasting, Cash Flow Analysis, Restructuring, PEO, Private Equity, Asset Management, Capital Markets Advisory
Education
Stanford University
Master of Business Administration
Brown University
Master of Science, Biomedical Engineering
University of Massachusetts at Lowell
Bachelor of Science, Mechanical Engineering
Pal International, Inc. 2012 - Present
Pelion Financial Group, Inc. 2006 - 2012
American Benefit Resources, Inc. 1997 - 2006
Paine Webber 1989 - 1993
Drexel Burnham Lambert 1986 - 1989
Citi 1984 - 1986
First Boston Corporation 1980 - 1984
VA Hospital 1977 - 1978
Skills
Retirement, Alternative Investments, Business Strategy, Securities, Finance, Employee Benefits, Series 7, 401k, Investment Strategies, Retirement Planning, Hedge Funds, Investment Banking, Corporate Finance, Corporate Development, Risk Management, Asset Managment, Mergers & Acquisitions, Mergers, Turn Around Management, M&A Advisory Services, CEOs, CFOs, Start-ups, Start-up Consulting, Start-up Ventures, Start-ups Management, Startup Development, ROI Strategies, EBITDA, IRR, Sovereign Debt, Strategic Consulting, Management Consulting, Liquidation, Turnaround Strategy, Business Turn-arounds, Acquisition Integration, Capitalization, Business Development, Funding, Business Model..., Business Expansion, Financial Statement..., Cash Flow Forecasting, Cash Flow Analysis, Restructuring, PEO, Private Equity, Asset Management, Capital Markets Advisory
Education
Stanford University
Master of Business Administration
Brown University
Master of Science, Biomedical Engineering
University of Massachusetts at Lowell
Bachelor of Science, Mechanical Engineering
samer nsouli's Drexel Burnham Lambert Experience July 1988 - February 1990
Job Chief Investment Officer at Lyford Group International
Industry Investment Management
Experience
Lyford Group International Chief investment officerLyford Group InternationalJanuary 2002 - Present
J.P MORGAN CHASE January 2001 - January 2002
SCORPIO FUND ADVISORS, INC January 1997 - January 2001
FUJI BANK January 1996 - January 1997
Union Bank of Switzerland March 1995 - December 1996
Lehman Brothers July 1992 - March 1995
Drexel Burnham Lambert July 1988 - February 1990
Skills
Hedge Funds, Asset Management, Fixed Income, Equities, Portfolio Management, Bloomberg, Derivatives, Financial Markets, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Fund Of Funds, Equity Research
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Boston College 1984 — 1988
Bachelor of Science (BS), Finance, General
Boston College
COLUMBIA BUSINESS SCHOOL
MBA, FINANCE
Lyford Group International Chief investment officerLyford Group InternationalJanuary 2002 - Present
J.P MORGAN CHASE January 2001 - January 2002
SCORPIO FUND ADVISORS, INC January 1997 - January 2001
FUJI BANK January 1996 - January 1997
Union Bank of Switzerland March 1995 - December 1996
Lehman Brothers July 1992 - March 1995
Drexel Burnham Lambert July 1988 - February 1990
Skills
Hedge Funds, Asset Management, Fixed Income, Equities, Portfolio Management, Bloomberg, Derivatives, Financial Markets, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Fund Of Funds, Equity Research
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Boston College 1984 — 1988
Bachelor of Science (BS), Finance, General
Boston College
COLUMBIA BUSINESS SCHOOL
MBA, FINANCE
John Francis Capizzio Jr. John Francis Capizzio Jr.'s Drexel Burnham Lambert Experience 1980 - 1985
Job Retired Information Technology Professional
Industry Information Technology and Services
Experience
Self-employed January 1991 - Present
Walmart September 2002 - October 2009
Staples 1993 - 2002
LaGuardia Hospital and Syosett Community Hospital January 1991 - December 1993
Consulting Connections Incorporated 1987 - 1991
Prudential Bache Secutities 1985 - 1987
Drexel Burnham Lambert 1980 - 1985
The Irving Trust Company (now Bank of New York) 1979 - 1980
The Depository Trust & Clearing Corporation 1975 - 1979
Skills
Management, Microsoft Office, Project Management, Customer Service, Microsoft Excel, Leadership, Strategic Planning, Sales, Business Analysis, Team Leadership, Networking, Technical Support, Disaster Recovery, Information Technology, Hardware, Data Center, Hardware and Software...
Education
City University of New York-Brooklyn College 1985 — 1987
Bachelor of Science (B.S.), System Design and Computer Architecture, Advanced Programming and Mathematics, 3.0 GPA
New York Institute of Technology 1975 — 1977
Two years of Computer Science and Programming then transfer to Brooklyn College, Mathematics and Computer Science, 3.0 GPA
Kingsborough Community College 1973 — 1975
Associated in Applied Sciences (A.A.S.) concentration on Business Management, Business Management and Administration, 3.0 GPA
Brooklyn Technical High School 1969 — 1973
Kingsborough Community College, New York Institute of Technology, 3.75
International Correspondence School
Certificate of Completion Computer Systems, Programming and Computer Repair., Computer Programming, Specific Applications, Technical Services and Repair of PCs, 4.0 GPA
Self-employed January 1991 - Present
Walmart September 2002 - October 2009
Staples 1993 - 2002
LaGuardia Hospital and Syosett Community Hospital January 1991 - December 1993
Consulting Connections Incorporated 1987 - 1991
Prudential Bache Secutities 1985 - 1987
Drexel Burnham Lambert 1980 - 1985
The Irving Trust Company (now Bank of New York) 1979 - 1980
The Depository Trust & Clearing Corporation 1975 - 1979
Skills
Management, Microsoft Office, Project Management, Customer Service, Microsoft Excel, Leadership, Strategic Planning, Sales, Business Analysis, Team Leadership, Networking, Technical Support, Disaster Recovery, Information Technology, Hardware, Data Center, Hardware and Software...
Education
City University of New York-Brooklyn College 1985 — 1987
Bachelor of Science (B.S.), System Design and Computer Architecture, Advanced Programming and Mathematics, 3.0 GPA
New York Institute of Technology 1975 — 1977
Two years of Computer Science and Programming then transfer to Brooklyn College, Mathematics and Computer Science, 3.0 GPA
Kingsborough Community College 1973 — 1975
Associated in Applied Sciences (A.A.S.) concentration on Business Management, Business Management and Administration, 3.0 GPA
Brooklyn Technical High School 1969 — 1973
Kingsborough Community College, New York Institute of Technology, 3.75
International Correspondence School
Certificate of Completion Computer Systems, Programming and Computer Repair., Computer Programming, Specific Applications, Technical Services and Repair of PCs, 4.0 GPA
Lisa Horowitz Sandler Lisa Horowitz Sandler's Drexel Burnham Lambert Experience 1986 - 1992
Job Executive Assistant at Rampart Insurance Services
Industry Insurance
Experience
Rampart Insurance Services February 2014 - Present
Equinox Financial Partners 2011 - 2014
Shelter Rock Nursery School 2008 - 2011
Mineola Union Free School Dst 2004 - 2008
Drexel Burnham Lambert 1986 - 1992
Skills
P&C License, Life, Accident & Health..., NYS Notary Public, NYS Certifications -..., Teaching, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Insurance, Sales
Education
Adelphi University
Master of Business Administration (M.B.A.), International Finance
Adelphi University
Master's Degree, Early Childhood Education and Teaching
Queens College
Bachelor's Degree, Accounting
Rampart Insurance Services February 2014 - Present
Equinox Financial Partners 2011 - 2014
Shelter Rock Nursery School 2008 - 2011
Mineola Union Free School Dst 2004 - 2008
Drexel Burnham Lambert 1986 - 1992
Skills
P&C License, Life, Accident & Health..., NYS Notary Public, NYS Certifications -..., Teaching, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Insurance, Sales
Education
Adelphi University
Master of Business Administration (M.B.A.), International Finance
Adelphi University
Master's Degree, Early Childhood Education and Teaching
Queens College
Bachelor's Degree, Accounting
Lori Wineser Spechler Lori Wineser Spechler's Drexel Burnham Lambert Experience January 1986 - January 1990
Job CoFounder at The Good Wolf, LLC
Industry Broadcast Media
Experience
The Good Wolf, LLC July 2014 - Present
Closter Nature Center May 1995 - Present
Fast Company 2015 - 2015
CNBC December 1999 - June 2013
AIG Trading Group January 1990 - January 1993
Drexel Burnham Lambert January 1986 - January 1990
Long Term Credit Bank of Japan January 1985 - January 1986
Skills
Writing, Social Media, Equities, Derivatives, Editing, Journalism, Television, Broadcast, Television Production, Blogging, Production, Business News, Trading, News Writing, Financial Markets, New Media, Entertainment, Broadcast Television, Content Development, Breaking News, Corporate Communications, Storytelling, Start-ups, Web Content, Editorial, Digital Media, Video Production, Broadcast Journalism, Video, Commodity, Business Journalism, Avid, Content Strategy, ENPS, Producing, AP Style, Investigative Reporting, Online Journalism, Non-linear Editing, Media Production, Feature Articles, Newspapers, Radio, Media Relations, Copy Editing, Interviews
Education
Binghamton University 1981 — 1985
BA, Economics & Environmental Science
The Good Wolf, LLC July 2014 - Present
Closter Nature Center May 1995 - Present
Fast Company 2015 - 2015
CNBC December 1999 - June 2013
AIG Trading Group January 1990 - January 1993
Drexel Burnham Lambert January 1986 - January 1990
Long Term Credit Bank of Japan January 1985 - January 1986
Skills
Writing, Social Media, Equities, Derivatives, Editing, Journalism, Television, Broadcast, Television Production, Blogging, Production, Business News, Trading, News Writing, Financial Markets, New Media, Entertainment, Broadcast Television, Content Development, Breaking News, Corporate Communications, Storytelling, Start-ups, Web Content, Editorial, Digital Media, Video Production, Broadcast Journalism, Video, Commodity, Business Journalism, Avid, Content Strategy, ENPS, Producing, AP Style, Investigative Reporting, Online Journalism, Non-linear Editing, Media Production, Feature Articles, Newspapers, Radio, Media Relations, Copy Editing, Interviews
Education
Binghamton University 1981 — 1985
BA, Economics & Environmental Science
Lonnie M Bullard Lonnie M Bullard's Drexel Burnham Lambert Experience June 1981 - March 1985
Job Chairman at Jacobsen Construction Company
Industry Construction
Experience
Jacobsen Construction Company October 1996 - Present
The Boyer Company March 1985 - September 1996
Drexel Burnham Lambert June 1981 - March 1985
Skills
Contract Negotiation, Contract Management, Construction, Construction Management, Value Engineering, Pre-construction, Subcontracting, Cost Management, Contractors, Green Building, LEED, Project Estimation, Concrete, Renovation, Cost Control
Education
Northwestern University 1979 — 1981
Master of Business Administration (MBA), Finance, General
Weber State University 1977 — 1979
Bachelor of General Studies
Brigham Young University - Idaho 1973 — 1975
Roy High School 1971 — 1973
Jacobsen Construction Company October 1996 - Present
The Boyer Company March 1985 - September 1996
Drexel Burnham Lambert June 1981 - March 1985
Skills
Contract Negotiation, Contract Management, Construction, Construction Management, Value Engineering, Pre-construction, Subcontracting, Cost Management, Contractors, Green Building, LEED, Project Estimation, Concrete, Renovation, Cost Control
Education
Northwestern University 1979 — 1981
Master of Business Administration (MBA), Finance, General
Weber State University 1977 — 1979
Bachelor of General Studies
Brigham Young University - Idaho 1973 — 1975
Roy High School 1971 — 1973
Edward McCarthy Edward McCarthy's Drexel Burnham Lambert Experience October 1986 - July 1988
Job Director of Marketing & Investor Relations, Eagle's View Capital Management
Industry Financial Services
Experience
Eagle's View Capital Management September 2014 - Present
GBI April 2011 - March 2014
Salient Partners May 2009 - April 2011
Merrill Lynch June 2006 - February 2009
Calyon July 1993 - January 2006
Sumitomo Bank Securities, Inc July 1988 - July 1993
Drexel Burnham Lambert October 1986 - July 1988
Skills
Investments, Alternative Investments, Equities, Investment Strategies, Derivatives, Capital Markets, Securities, Gold, Structured Products, Private Equity, Portfolio Management, Financial Services, Fixed Income, Investment Advisory, Wealth Management, Hedge Funds
Education
Boston College - Carroll School of Management
BS
Fordham University - Graduate School of Business Administration
MBA
Eagle's View Capital Management September 2014 - Present
GBI April 2011 - March 2014
Salient Partners May 2009 - April 2011
Merrill Lynch June 2006 - February 2009
Calyon July 1993 - January 2006
Sumitomo Bank Securities, Inc July 1988 - July 1993
Drexel Burnham Lambert October 1986 - July 1988
Skills
Investments, Alternative Investments, Equities, Investment Strategies, Derivatives, Capital Markets, Securities, Gold, Structured Products, Private Equity, Portfolio Management, Financial Services, Fixed Income, Investment Advisory, Wealth Management, Hedge Funds
Education
Boston College - Carroll School of Management
BS
Fordham University - Graduate School of Business Administration
MBA
Dennis Schmidt Dennis Schmidt's Drexel Burnham Lambert Experience June 1977 - January 1989
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2002 - Present
Morgan Stanley Smith Barney January 1989 - July 2002
Drexel Burnham Lambert June 1977 - January 1989
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Securities, Equities, Strategic Financial..., Fixed Income, Retirement, Asset Management, Financial Advisory, Uniform Combined State..., Bonds, Investment Management, Wealth Management..., Fixed Annuities, Financial Modeling, Hedge Funds, Capital Markets, 401k
Education
Babson College - Franklin W. Olin Graduate School of Business 1976 — 1977
Master of Business Administration (MBA), Economics & Finance
Lycoming College 1972 — 1976
Bachelor of Arts (BA), Economics
Wells Fargo Advisors July 2002 - Present
Morgan Stanley Smith Barney January 1989 - July 2002
Drexel Burnham Lambert June 1977 - January 1989
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Securities, Equities, Strategic Financial..., Fixed Income, Retirement, Asset Management, Financial Advisory, Uniform Combined State..., Bonds, Investment Management, Wealth Management..., Fixed Annuities, Financial Modeling, Hedge Funds, Capital Markets, 401k
Education
Babson College - Franklin W. Olin Graduate School of Business 1976 — 1977
Master of Business Administration (MBA), Economics & Finance
Lycoming College 1972 — 1976
Bachelor of Arts (BA), Economics
Len Cereghino Len Cereghino's Drexel Burnham Lambert Experience 1976 - 1980
Job CEO, The Cereghino Group
Industry Public Relations and Communications
Experience
Rotary Club of Seattle 1994 - Present
The Cereghino Group 1992 - Present
Drexel Burnham Lambert 1976 - 1980
Skills
Public Speaking, Public Relations, Media Relations, Marketing Strategy, Entrepreneurship, Management, Strategic Planning, Equities, Start-ups, Marketing Communications, Strategy, Business Strategy, Business Development
Education
Arizona State University 1959 — 1963
Bachelor of Business Administration (BBA)
Rotary Club of Seattle 1994 - Present
The Cereghino Group 1992 - Present
Drexel Burnham Lambert 1976 - 1980
Skills
Public Speaking, Public Relations, Media Relations, Marketing Strategy, Entrepreneurship, Management, Strategic Planning, Equities, Start-ups, Marketing Communications, Strategy, Business Strategy, Business Development
Education
Arizona State University 1959 — 1963
Bachelor of Business Administration (BBA)
Christine McConnell Christine McConnell's Drexel Burnham Lambert Experience 1985 - 1986
Job Portfolio Manager
Industry Financial Services
Experience
Catholic Schools Foundation- Boston May 2009 - Present
Fidelity Investments 2000 - 2013
Loan Syndication and Trading Association 2009 - 2011
Fidelity Investments 1987 - 2000
Wellington Management Company 1993 - 1994
Elliott Associates 1986 - 1987
Drexel Burnham Lambert 1985 - 1986
Education
Cornell University - S.C. Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA)
Boston College 1976 — 1980
Bachelor of Science (B.S.), Finance and Economics
Catholic Schools Foundation- Boston May 2009 - Present
Fidelity Investments 2000 - 2013
Loan Syndication and Trading Association 2009 - 2011
Fidelity Investments 1987 - 2000
Wellington Management Company 1993 - 1994
Elliott Associates 1986 - 1987
Drexel Burnham Lambert 1985 - 1986
Education
Cornell University - S.C. Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA)
Boston College 1976 — 1980
Bachelor of Science (B.S.), Finance and Economics
James Demitrieus James Demitrieus's Drexel Burnham Lambert Experience 1986 - 1990
Job CEO at EyeLock Corporation
Industry Information Technology and Services
Experience
EyeLock 2010 - Present
Harsco Corporation 2006 - 2008
Aluma Systems 2002 - 2005
Frontier Communications 2001 - 2002
IPC Systems, Inc. 1999 - 2002
IXnet 1999 - 2002
SK America and Ecoban Finance 1990 - 1999
Drexel Burnham Lambert 1986 - 1990
Freeport-McMoRan Copper & Gold Inc. 1981 - 1986
Engineered Products Group 1977 - 1981
Skills
Business Strategy, Strategic Planning, Start-ups, New Business Development, Business Development, Portfolio Management, Management, Executive Management, Outsourcing, Mergers & Acquisitions, Leadership, Integration, Finance, Entrepreneurship, Product Development
Education
Adelphi University
Bachelor of Business Administration (BBA)
EyeLock 2010 - Present
Harsco Corporation 2006 - 2008
Aluma Systems 2002 - 2005
Frontier Communications 2001 - 2002
IPC Systems, Inc. 1999 - 2002
IXnet 1999 - 2002
SK America and Ecoban Finance 1990 - 1999
Drexel Burnham Lambert 1986 - 1990
Freeport-McMoRan Copper & Gold Inc. 1981 - 1986
Engineered Products Group 1977 - 1981
Skills
Business Strategy, Strategic Planning, Start-ups, New Business Development, Business Development, Portfolio Management, Management, Executive Management, Outsourcing, Mergers & Acquisitions, Leadership, Integration, Finance, Entrepreneurship, Product Development
Education
Adelphi University
Bachelor of Business Administration (BBA)
Andrea Weiss Andrea Weiss's Drexel Burnham Lambert Experience 1986 - 1987
Job Licensed Real Estate Salesperson at Julia B Fee Sotheby's International Realty
Industry Real Estate
Experience
Julia B. Fee Sotheby's International Realty January 2008 - Present
TIAA-CREF January 1987 - June 2001
Drexel Burnham Lambert 1986 - 1987
Skills
Real Estate, Real Estate Transactions, Sellers, Buyers, Condos, Negotiation, Real Property, New Homes, Sales, Mortgage Lending, Luxury, Marketing, Investment Properties
Education
NYU Stern School of Business 1988 — 1991
MBA, Economics
Cornell University 1984 — 1986
BS, Economics and Business Management
SUNY Binghamton 1982 — 1984
Accounting
Julia B. Fee Sotheby's International Realty January 2008 - Present
TIAA-CREF January 1987 - June 2001
Drexel Burnham Lambert 1986 - 1987
Skills
Real Estate, Real Estate Transactions, Sellers, Buyers, Condos, Negotiation, Real Property, New Homes, Sales, Mortgage Lending, Luxury, Marketing, Investment Properties
Education
NYU Stern School of Business 1988 — 1991
MBA, Economics
Cornell University 1984 — 1986
BS, Economics and Business Management
SUNY Binghamton 1982 — 1984
Accounting
Etid Lyashkov Etid Lyashkov's Drexel Burnham Lambert Experience October 1982 - April 1986
Job Associate Director at UBS Wealth Management RETIRED
Industry Financial Services
Experience
UBS Wealth Management October 1989 - March 2012
Kidder Peabody April 1986 - October 1989
Drexel Burnham Lambert October 1982 - April 1986
Skills
Investments, Retirement Planning, Private Equity, Estate Planning, Relationship Management, Credit Analysis, SDLC, Risk Management, Credit, Life Insurance, Mergers, Mortgage Lending, Mergers & Acquisitions, Financial Services, Securities, Portfolio Management, Asset Management, Bloomberg, Capital Markets, Analysis, Emerging Markets, Financial Modeling, Finance, Equities, Financial Analysis, Fixed Income
Education
Kiivs'kij Ekonomicnij Institut Menedžmentu 1967 — 1972
UBS Wealth Management October 1989 - March 2012
Kidder Peabody April 1986 - October 1989
Drexel Burnham Lambert October 1982 - April 1986
Skills
Investments, Retirement Planning, Private Equity, Estate Planning, Relationship Management, Credit Analysis, SDLC, Risk Management, Credit, Life Insurance, Mergers, Mortgage Lending, Mergers & Acquisitions, Financial Services, Securities, Portfolio Management, Asset Management, Bloomberg, Capital Markets, Analysis, Emerging Markets, Financial Modeling, Finance, Equities, Financial Analysis, Fixed Income
Education
Kiivs'kij Ekonomicnij Institut Menedžmentu 1967 — 1972
Paul Marino, CFP®'s Drexel Burnham Lambert Experience June 1987 - May 1989
Job Financial Advisor, Managing Director at Marino, Stram & Associates, LLC
Industry Financial Services
Experience
Marino, Stram & Associates, LLC October 1997 - Present
Securities America, Inc. Member FINRA/SIPC October 1997 - Present
IDS American Express October 1989 - October 1997
Drexel Burnham Lambert June 1987 - May 1989
Education
Bentley University 1985 — 1989
Bachelor of Science (BS), Finance
Marino, Stram & Associates, LLC October 1997 - Present
Securities America, Inc. Member FINRA/SIPC October 1997 - Present
IDS American Express October 1989 - October 1997
Drexel Burnham Lambert June 1987 - May 1989
Education
Bentley University 1985 — 1989
Bachelor of Science (BS), Finance
Ronald Shindler Ronald Shindler's Drexel Burnham Lambert Experience 1979 - 1987
Job Partner at Fowler White Burnett P.A.
Industry Law Practice
Experience
Fowler White Burnett P.A. December 1987 - Present
Drexel Burnham Lambert 1979 - 1987
Skills
Securities Litigation, Arbitration, SEC, State and FINRA..., Employment law and..., SEC, Non-compete Agreements, Securities Regulation, Litigation, Class Actions, International..., Commercial Litigation, FINRA, Transactional Law, Corporate Governance, Litigation Management, Trial Practice, Business Litigation, Civil Litigation, Alternative Dispute..., Securities
Education
Boston University School of Law 1968 — 1971
J.D.
New York University School of Law
LLM, Taxation
Fowler White Burnett P.A. December 1987 - Present
Drexel Burnham Lambert 1979 - 1987
Skills
Securities Litigation, Arbitration, SEC, State and FINRA..., Employment law and..., SEC, Non-compete Agreements, Securities Regulation, Litigation, Class Actions, International..., Commercial Litigation, FINRA, Transactional Law, Corporate Governance, Litigation Management, Trial Practice, Business Litigation, Civil Litigation, Alternative Dispute..., Securities
Education
Boston University School of Law 1968 — 1971
J.D.
New York University School of Law
LLM, Taxation
Craig Silberberg Craig Silberberg's Drexel Burnham Lambert Experience July 1986 - November 1990
Job Consultant at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC March 2015 - June 2015
Anchin, Block & Anchin LLP September 2009 - September 2014
BDO Seidman, LLP June 1992 - September 2009
Drexel Burnham Lambert July 1986 - November 1990
Skills
Hedge Funds, Accounting, Financial Services, Private Equity, Alternative Investments, Fund Of Funds, Due Diligence, Financial Reporting, US GAAP, SEC filings, GAAP, Auditing
Education
Baruch College, City University of New York (CUNY) 1990 — 1992
Masters, Accounting
University at Albany, SUNY 1982 — 1986
BS, Economics
Untracht Early LLC March 2015 - June 2015
Anchin, Block & Anchin LLP September 2009 - September 2014
BDO Seidman, LLP June 1992 - September 2009
Drexel Burnham Lambert July 1986 - November 1990
Skills
Hedge Funds, Accounting, Financial Services, Private Equity, Alternative Investments, Fund Of Funds, Due Diligence, Financial Reporting, US GAAP, SEC filings, GAAP, Auditing
Education
Baruch College, City University of New York (CUNY) 1990 — 1992
Masters, Accounting
University at Albany, SUNY 1982 — 1986
BS, Economics
Joseph Harch Joseph Harch's Drexel Burnham Lambert Experience January 1984 - February 1990
Job Managing Director at MidMarket Capital Partners
Industry Investment Management
Experience
MidMarket Capital Partners 2010 - Present
Harch Capital Management LLC January 1991 - Present
Drexel Burnham Lambert January 1984 - February 1990
Arthur Young 1974 - 1978
Skills
Managing Collateralized..., Managing seperate fixed..., Managing Syndicated..., Direct origination of..., Direct lending to..., High-Yield Asset..., Management, Investments, Corporate Finance, Investment Banking, Loans, Fixed Income, Securities, Loan Origination, Start-ups, Capital Markets, Hedge Funds, Financial Modeling, Asset Managment, Banking, Alternative Investments, Finance, Corporate Law, Private Equity, Mutual Funds, Equities, Asset Management, Portfolio Management, Corporate Development, Mergers & Acquisitions, Restructuring, Bonds, Trading, LBO, Due Diligence, Capital, Investment Management, Structured Finance, Emerging Markets, Mezzanine, Venture Capital, Valuation, Private Placements
Education
California State University-Fullerton
Bachelor's degree, Accounting and Finance
MidMarket Capital Partners 2010 - Present
Harch Capital Management LLC January 1991 - Present
Drexel Burnham Lambert January 1984 - February 1990
Arthur Young 1974 - 1978
Skills
Managing Collateralized..., Managing seperate fixed..., Managing Syndicated..., Direct origination of..., Direct lending to..., High-Yield Asset..., Management, Investments, Corporate Finance, Investment Banking, Loans, Fixed Income, Securities, Loan Origination, Start-ups, Capital Markets, Hedge Funds, Financial Modeling, Asset Managment, Banking, Alternative Investments, Finance, Corporate Law, Private Equity, Mutual Funds, Equities, Asset Management, Portfolio Management, Corporate Development, Mergers & Acquisitions, Restructuring, Bonds, Trading, LBO, Due Diligence, Capital, Investment Management, Structured Finance, Emerging Markets, Mezzanine, Venture Capital, Valuation, Private Placements
Education
California State University-Fullerton
Bachelor's degree, Accounting and Finance
Alan Robert Ginsberg's Drexel Burnham Lambert Experience 1986 - 1990
Job Member of the Board of Visitors at Columbia University in the City of New York
Industry Management Consulting
Experience
Columbia University in the City of New York January 2014 - Present
Columbia University in the City of New York January 2014 - Present
Larchmont Advisors Inc. 2000 - Present
Barclays Capital 1998 - 2000
Salomon Smith Barney 1993 - 1998
Bear Stearns 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
Idea Generation, Private Equity, Due Diligence, Asset Management, Investments, Interim Corporate..., Portfolio Monitoring, Service on Boards of..., Event Risk Management, Capital Introduction, Frozen Asset..., Board of Director..., Portfolio Management, Risk Management, Asset Managment
Education
Columbia University in the City of New York 2004 — 2010
MA, American Studies
Boston University School of Law 1977 — 1980
JD, Law
Binghamton University 1973 — 1977
BA, English and General Literature
Columbia University in the City of New York January 2014 - Present
Columbia University in the City of New York January 2014 - Present
Larchmont Advisors Inc. 2000 - Present
Barclays Capital 1998 - 2000
Salomon Smith Barney 1993 - 1998
Bear Stearns 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
Idea Generation, Private Equity, Due Diligence, Asset Management, Investments, Interim Corporate..., Portfolio Monitoring, Service on Boards of..., Event Risk Management, Capital Introduction, Frozen Asset..., Board of Director..., Portfolio Management, Risk Management, Asset Managment
Education
Columbia University in the City of New York 2004 — 2010
MA, American Studies
Boston University School of Law 1977 — 1980
JD, Law
Binghamton University 1973 — 1977
BA, English and General Literature
Richard Markey Richard Markey's Drexel Burnham Lambert Experience February 1985 - February 1988
Job Wealth Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc February 1988 - Present
Drexel Burnham Lambert February 1985 - February 1988
Merrill Lynch January 1982 - February 1985
Education
Bryant University 1974 — 1978
Bachelor of Science, Finance, Management, Marketing
St Mary High School 1970 — 1974
UBS Financial Services Inc February 1988 - Present
Drexel Burnham Lambert February 1985 - February 1988
Merrill Lynch January 1982 - February 1985
Education
Bryant University 1974 — 1978
Bachelor of Science, Finance, Management, Marketing
St Mary High School 1970 — 1974
C Andrew Wren, IV's Drexel Burnham Lambert Experience March 1986 - February 1990
Job Managing Director at Capricorn Partners
Industry Financial Services
Experience
Capricorn Partners January 2001 - Present
Lehman Brothers January 1999 - May 2004
Kolhberg, Kravis Roberts & Co January 1990 - January 1999
Drexel Burnham Lambert March 1986 - February 1990
Education
Columbia University in the City of New York 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
Brown University 1979 — 1981
Master of Arts (M.A.), International Economics
Harvard University 1975 — 1979
A.B., Economics
Choate Rosemary Hall 1972 — 1975
Diploma, General Studies
Capricorn Partners January 2001 - Present
Lehman Brothers January 1999 - May 2004
Kolhberg, Kravis Roberts & Co January 1990 - January 1999
Drexel Burnham Lambert March 1986 - February 1990
Education
Columbia University in the City of New York 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
Brown University 1979 — 1981
Master of Arts (M.A.), International Economics
Harvard University 1975 — 1979
A.B., Economics
Choate Rosemary Hall 1972 — 1975
Diploma, General Studies
Jeff Gutkin, Ph.D. Jeff Gutkin, Ph.D.'s Drexel Burnham Lambert Experience January 1986 - January 1987
Job Director, Faculty Development & Innovative Educational Strategies at Rutgers School of Dental Medicine
Industry Higher Education
Experience
Rutgers School of Dental Medicine February 2014 - Present
Rutgers School of Dental Medicine November 2012 - February 2014
UMDNJ January 2012 - November 2012
Adecco Staffing, USA October 2011 - January 2012
Wagner College January 2006 - December 2010
Wagner College January 2003 - January 2006
Jonal Sales Co January 1990 - December 2001
NBC News January 1987 - December 1990
Drexel Burnham Lambert January 1986 - January 1987
Skills
E-learning, Instructional Design, Educational Technology, Teaching, Moodle, Digital Media, E-Learning, ADDIE, Instructional Technology, Adult Education, Curriculum Design, Learning Management...
Education
City University of New York Graduate Center 2006 — 2014
Doctor of Philosophy (Ph.D.), Educational Psychology
City University of New York-Queens College 2002 — 2003
MLS, Information Science
City University of New York-College of Staten Island 1999 — 2002
Bachelor's Degree, English Writing
other
Rutgers School of Dental Medicine February 2014 - Present
Rutgers School of Dental Medicine November 2012 - February 2014
UMDNJ January 2012 - November 2012
Adecco Staffing, USA October 2011 - January 2012
Wagner College January 2006 - December 2010
Wagner College January 2003 - January 2006
Jonal Sales Co January 1990 - December 2001
NBC News January 1987 - December 1990
Drexel Burnham Lambert January 1986 - January 1987
Skills
E-learning, Instructional Design, Educational Technology, Teaching, Moodle, Digital Media, E-Learning, ADDIE, Instructional Technology, Adult Education, Curriculum Design, Learning Management...
Education
City University of New York Graduate Center 2006 — 2014
Doctor of Philosophy (Ph.D.), Educational Psychology
City University of New York-Queens College 2002 — 2003
MLS, Information Science
City University of New York-College of Staten Island 1999 — 2002
Bachelor's Degree, English Writing
other
Hala Carey Hala Carey's Drexel Burnham Lambert Experience August 1987 - July 1991
Job Mediator at Carey Associates LLC, Boardmember, Dispute Resolution Section of Atlanta Bar Association
Industry Alternative Dispute Resolution
Experience
Carey Associates LLC April 2009 - Present
Dispute Resolution Section of the Atlanta Bar Association 2009 - Present
GA Association of Women Lawyers 2009 - April 2010
Collaborative Law Institute of Georgia 2008 - 2010
Vial, Hamilton, Koch & Knox August 1994 - May 2001
Drexel Burnham Lambert August 1987 - July 1991
Skills
Mediation, Negotiation, Civil Litigation, Torts, Courts, Arbitration, Litigation, Corporate Law, Dispute Resolution, Nonprofits, Criminal Law, Personal Injury, Wills, Management, Alternative Dispute..., Employment Tribunal, Leadership, Legal Issues, Public Liability, Business Litigation, Trial Practice, Dispute, Appeals
Education
The University of Texas School of Law 1991 — 1994
JD, Law
Baruch College, City University of New York (CUNY) 1983 — 1987
BBA, Finance & Economics
Justice Center of Atlanta
Mediation
Newtown High School
Carey Associates LLC April 2009 - Present
Dispute Resolution Section of the Atlanta Bar Association 2009 - Present
GA Association of Women Lawyers 2009 - April 2010
Collaborative Law Institute of Georgia 2008 - 2010
Vial, Hamilton, Koch & Knox August 1994 - May 2001
Drexel Burnham Lambert August 1987 - July 1991
Skills
Mediation, Negotiation, Civil Litigation, Torts, Courts, Arbitration, Litigation, Corporate Law, Dispute Resolution, Nonprofits, Criminal Law, Personal Injury, Wills, Management, Alternative Dispute..., Employment Tribunal, Leadership, Legal Issues, Public Liability, Business Litigation, Trial Practice, Dispute, Appeals
Education
The University of Texas School of Law 1991 — 1994
JD, Law
Baruch College, City University of New York (CUNY) 1983 — 1987
BBA, Finance & Economics
Justice Center of Atlanta
Mediation
Newtown High School
Maria Benedykcinski Maria Benedykcinski's Drexel Burnham Lambert Experience 1983 - 1990
Job Business Developer at Isgus America,LLC
Industry Financial Services
Experience
Isgus America LLC June 2012 - Present
National Securities/ Brigantine Advisors July 2011 - February 2012
Jessup & Lamont October 2008 - June 2009
Ladenburg Thalmann February 2008 - September 2008
Punk, Ziegel & Company January 1998 - February 2008
Ryan Beck & Co. 1995 - 1998
Gruntal 1993 - 1995
SG Warburg 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Skills
Private Placements, Equities, Investment Banking, Financial Services, Trading, Banking, Series 7, Investments, Entrepreneurship, IPO, Venture Capital, Hedge Funds, Capital Markets, Start-ups, Finance, Institutional Sales, Valuation
Education
City University of New York City College
Ms.ED, Education
Temple University
Certificate in N-6 Education
University of Maryland College Park
BA, GVPT Soc. Educ.
other
other
Isgus America LLC June 2012 - Present
National Securities/ Brigantine Advisors July 2011 - February 2012
Jessup & Lamont October 2008 - June 2009
Ladenburg Thalmann February 2008 - September 2008
Punk, Ziegel & Company January 1998 - February 2008
Ryan Beck & Co. 1995 - 1998
Gruntal 1993 - 1995
SG Warburg 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Skills
Private Placements, Equities, Investment Banking, Financial Services, Trading, Banking, Series 7, Investments, Entrepreneurship, IPO, Venture Capital, Hedge Funds, Capital Markets, Start-ups, Finance, Institutional Sales, Valuation
Education
City University of New York City College
Ms.ED, Education
Temple University
Certificate in N-6 Education
University of Maryland College Park
BA, GVPT Soc. Educ.
other
other
Michael Nelson's Drexel Burnham Lambert Experience February 1984 - February 1988
Job Senior Vice President at Willis
Industry Financial Services
Experience
Willis August 2012 - Present
Newco June 2010 - July 2012
Feri September 2009 - May 2010
Cerberus May 2008 - January 2009
DBRS March 2004 - April 2008
Fitch Ratings May 1999 - March 2004
The Money Store March 1993 - January 1998
Kronson Inc. February 1990 - September 1992
J.P. Morgan February 1988 - January 1990
Drexel Burnham Lambert February 1984 - February 1988
Skills
Management, Risk Management, Change Management, Insurance, Financial Risk, Strategic Planning
Education
Pace University - Lubin School of Business
ABD, Economics and Management
Rutgers, The State University of New Jersey - Rutgers Business School 1982 — 1984
Master of Business Administration (MBA), Finance
City University of New York-Brooklyn College 1974 — 1979
Bachelor of Science (BS), Psychology
Willis August 2012 - Present
Newco June 2010 - July 2012
Feri September 2009 - May 2010
Cerberus May 2008 - January 2009
DBRS March 2004 - April 2008
Fitch Ratings May 1999 - March 2004
The Money Store March 1993 - January 1998
Kronson Inc. February 1990 - September 1992
J.P. Morgan February 1988 - January 1990
Drexel Burnham Lambert February 1984 - February 1988
Skills
Management, Risk Management, Change Management, Insurance, Financial Risk, Strategic Planning
Education
Pace University - Lubin School of Business
ABD, Economics and Management
Rutgers, The State University of New Jersey - Rutgers Business School 1982 — 1984
Master of Business Administration (MBA), Finance
City University of New York-Brooklyn College 1974 — 1979
Bachelor of Science (BS), Psychology
Philip Berliner Philip Berliner's Drexel Burnham Lambert Experience 1986 - 1988
Job Vice President at Valufinder Group
Industry Investment Banking
Experience
Valufinder Group 2005 - Present
Zanett Securities 1998 - 2004
Schonfeld Securities 1992 - 1998
Ladenburg, Thalmann 1990 - 1992
PaineWebber, Inc. 1988 - 1990
Drexel Burnham Lambert 1986 - 1988
Pirelli Industries 1981 - 1986
Skills
Investment Banking, Financial Analysis, Equities, Investments, Corporate Finance, Mergers & Acquisitions, Fixed Income, Mergers, Sales, Asset Managment
Education
Harvard University 1980 — 1981
Visiting Student, Economics & Marketing
Boston University 1977 — 1981
BA, Economics
Fairleigh Dickinson University
MBA, Corporate Finance
Valufinder Group 2005 - Present
Zanett Securities 1998 - 2004
Schonfeld Securities 1992 - 1998
Ladenburg, Thalmann 1990 - 1992
PaineWebber, Inc. 1988 - 1990
Drexel Burnham Lambert 1986 - 1988
Pirelli Industries 1981 - 1986
Skills
Investment Banking, Financial Analysis, Equities, Investments, Corporate Finance, Mergers & Acquisitions, Fixed Income, Mergers, Sales, Asset Managment
Education
Harvard University 1980 — 1981
Visiting Student, Economics & Marketing
Boston University 1977 — 1981
BA, Economics
Fairleigh Dickinson University
MBA, Corporate Finance
Todd Lee, CFA Todd Lee, CFA's Drexel Burnham Lambert Experience August 1987 - September 1988
Job Athena Asset Management & Research, LLC
Industry Investment Management
Experience
Athena Asset Management & Research January 2000 - Present
Botti Brown Asset Management August 2004 - October 2006
Credit Suisse First Boston March 1997 - June 1999
Bear, Stearns & Co. Inc. September 1988 - March 1997
Alpha Investment Management 1996 - 1997
Drexel Burnham Lambert August 1987 - September 1988
Skills
Hedge Funds, Equities, Asset Managment, Investments, Alternative Investments, Valuation, Fixed Income, Portfolio Management, Private Equity, Financial Modeling, Equity Research, Capital Markets, Bloomberg, Securities, High Yield Bonds, Distressed Debt, Corporate Finance
Education
Arizona State University 1982 — 1987
Bachelors
Calabasas High
Athena Asset Management & Research January 2000 - Present
Botti Brown Asset Management August 2004 - October 2006
Credit Suisse First Boston March 1997 - June 1999
Bear, Stearns & Co. Inc. September 1988 - March 1997
Alpha Investment Management 1996 - 1997
Drexel Burnham Lambert August 1987 - September 1988
Skills
Hedge Funds, Equities, Asset Managment, Investments, Alternative Investments, Valuation, Fixed Income, Portfolio Management, Private Equity, Financial Modeling, Equity Research, Capital Markets, Bloomberg, Securities, High Yield Bonds, Distressed Debt, Corporate Finance
Education
Arizona State University 1982 — 1987
Bachelors
Calabasas High
Bruce Garver Bruce Garver's Drexel Burnham Lambert Experience 1983 - 1990
Job
Industry Capital Markets
Experience
The Garver Group January 2005 - Present
Eternaone LLC August 2014 - October 2014
McNEILL GROUP September 2007 - June 2013
Simple Solutions Group January 2006 - January 2013
Jefferies & Company June 1997 - October 2005
Citibank 1990 - 1997
KDGE Radio 1987 - 1993
Drexel Burnham Lambert 1983 - 1990
Merrill Lynch 1975 - 1980
Skills
Lifestyle Coaching, Executive Coaching, Mergers, Private Equity, Bonds, Team Leadership, Referrals, Business Reference, Capital Markets, Teamwork, Alternative Investments, Entrepreneurship, Strategy, Executive Development, IPO, Management Consulting, Mergers & Acquisitions, Consulting, Hedge Funds, Strategic Planning, Corporate Development, Emerging Markets, Leadership Development, Start-ups, Venture Capital, Management, Leadership, Restructuring, Executive Management, Finance, Private Placements, Capital, Investor Relations
Education
Landmark 2006 — 2007
Transformational Behavior, Coaching
Adelphi University 1971 — 1974
MBA, Marketing, Finance
Fairleigh Dickinson University 1966 — 1970
BS, Marketing
The Garver Group January 2005 - Present
Eternaone LLC August 2014 - October 2014
McNEILL GROUP September 2007 - June 2013
Simple Solutions Group January 2006 - January 2013
Jefferies & Company June 1997 - October 2005
Citibank 1990 - 1997
KDGE Radio 1987 - 1993
Drexel Burnham Lambert 1983 - 1990
Merrill Lynch 1975 - 1980
Skills
Lifestyle Coaching, Executive Coaching, Mergers, Private Equity, Bonds, Team Leadership, Referrals, Business Reference, Capital Markets, Teamwork, Alternative Investments, Entrepreneurship, Strategy, Executive Development, IPO, Management Consulting, Mergers & Acquisitions, Consulting, Hedge Funds, Strategic Planning, Corporate Development, Emerging Markets, Leadership Development, Start-ups, Venture Capital, Management, Leadership, Restructuring, Executive Management, Finance, Private Placements, Capital, Investor Relations
Education
Landmark 2006 — 2007
Transformational Behavior, Coaching
Adelphi University 1971 — 1974
MBA, Marketing, Finance
Fairleigh Dickinson University 1966 — 1970
BS, Marketing
David Rattner David Rattner's Drexel Burnham Lambert Experience 1986 - 1989
Job North Shore Advisory Inc.
Industry Primary/Secondary Education
Experience
North Shore Advisory, Inc. April 2015 - Present
National Bartenders School April 2005 - December 2013
Prudential Securities 1992 - 2004
Mabon Nugent 1989 - 1992
Drexel Burnham Lambert 1986 - 1989
Arbitrage Management Company 1982 - 1986
Drexel Burnham Lambert 1979 - 1982
Bache 1975 - 1979
Skills
Business Analysis, SDLC, IT Strategy, Strategic Planning, Vendor Management, Leadership, Program Management, Software Project..., Customer Service, Social Media
Education
Princeton University 1974 — 1975
MS, Computer Scince
Carnegie Mellon University 1970 — 1973
BS, Mathematics
North Shore Advisory, Inc. April 2015 - Present
National Bartenders School April 2005 - December 2013
Prudential Securities 1992 - 2004
Mabon Nugent 1989 - 1992
Drexel Burnham Lambert 1986 - 1989
Arbitrage Management Company 1982 - 1986
Drexel Burnham Lambert 1979 - 1982
Bache 1975 - 1979
Skills
Business Analysis, SDLC, IT Strategy, Strategic Planning, Vendor Management, Leadership, Program Management, Software Project..., Customer Service, Social Media
Education
Princeton University 1974 — 1975
MS, Computer Scince
Carnegie Mellon University 1970 — 1973
BS, Mathematics
Frederick Horton's Drexel Burnham Lambert Experience October 1985 - November 1987
Job Managing Partner at Crayhill Capital Management, LP
Industry Investment Management
Experience
LyonRoss Capital Management, LLC July 2014 - February 2015
Strategos Capital Management. LLC June 2007 - May 2013
GSC Group March 2005 - February 2007
The TCW Group November 1993 - February 2005
Putnam Investments December 1987 - November 1991
Drexel Burnham Lambert October 1985 - November 1987
State Street Bank December 1983 - September 1985
Skills
Hedge Funds, Capital Markets, Management, Investments, Alternative Investments, Investment Banking, Asset Management, Fixed Income, Structured Finance, Portfolio Management, Private Equity, Securities, Financial Structuring, Structured Products, Risk Management, Funding, Banking
Education
Boston University Questrom School of Business 1981 — 1983
MBA, Finance
Brown University 1976 — 1980
AB, Environmental Studies
Portland High School 1973 — 1976
LyonRoss Capital Management, LLC July 2014 - February 2015
Strategos Capital Management. LLC June 2007 - May 2013
GSC Group March 2005 - February 2007
The TCW Group November 1993 - February 2005
Putnam Investments December 1987 - November 1991
Drexel Burnham Lambert October 1985 - November 1987
State Street Bank December 1983 - September 1985
Skills
Hedge Funds, Capital Markets, Management, Investments, Alternative Investments, Investment Banking, Asset Management, Fixed Income, Structured Finance, Portfolio Management, Private Equity, Securities, Financial Structuring, Structured Products, Risk Management, Funding, Banking
Education
Boston University Questrom School of Business 1981 — 1983
MBA, Finance
Brown University 1976 — 1980
AB, Environmental Studies
Portland High School 1973 — 1976
Michael Gumport's Drexel Burnham Lambert Experience 1986 - 1990
Job Corporate Finance / Capital Markets Consultant
Industry Investment Banking
Experience
MG Holdings/SIP April 2004 - Present
Clear Logic January 2000 - January 2003
Sage, Inc. 1996 - 2002
eMagin Corp. October 1994 - November 1999
Lehman Brothers January 1990 - September 1998
Drexel Burnham Lambert 1986 - 1990
Dean Witter 1985 - 1986
PaineWebber 1983 - 1985
Skills
Investment Banking, Venture Capital, Equities, Private Equity, Mergers & Acquisitions, IPO, Start-ups, Mergers, Trading, Finance, Private Placements, Structured Finance, Equity Research, Options
Education
Columbia University 1974 — 1976
MBA, Major: Finance; Minor: Econometrics
Amherst College 1969 — 1973
BA, Major: English; Minor: European Languages
Dalton
MG Holdings/SIP April 2004 - Present
Clear Logic January 2000 - January 2003
Sage, Inc. 1996 - 2002
eMagin Corp. October 1994 - November 1999
Lehman Brothers January 1990 - September 1998
Drexel Burnham Lambert 1986 - 1990
Dean Witter 1985 - 1986
PaineWebber 1983 - 1985
Skills
Investment Banking, Venture Capital, Equities, Private Equity, Mergers & Acquisitions, IPO, Start-ups, Mergers, Trading, Finance, Private Placements, Structured Finance, Equity Research, Options
Education
Columbia University 1974 — 1976
MBA, Major: Finance; Minor: Econometrics
Amherst College 1969 — 1973
BA, Major: English; Minor: European Languages
Dalton
Flyn Gropack's Drexel Burnham Lambert Experience 1986 - 1989
Job Director at Pershing LLC
Industry Information Technology and Services
Experience
Pershing LLC March 2007 - Present
RR Donnelley 1997 - 2006
McKinsey & Company 1989 - 1997
Drexel Burnham Lambert 1986 - 1989
Donaldson, Lufkin, & Jenrette 1984 - 1986
Salomon Brothers 1979 - 1984
Skills
Financial Services, Strategy, IT Strategy, Management, Business Analysis, Vendor Management, Equities, Executive Management, Project Management, Program Management
Education
Pace University - Lubin School of Business
MBA, Finance
City University of New York-Brooklyn College
BS, Computer Science
Pershing LLC March 2007 - Present
RR Donnelley 1997 - 2006
McKinsey & Company 1989 - 1997
Drexel Burnham Lambert 1986 - 1989
Donaldson, Lufkin, & Jenrette 1984 - 1986
Salomon Brothers 1979 - 1984
Skills
Financial Services, Strategy, IT Strategy, Management, Business Analysis, Vendor Management, Equities, Executive Management, Project Management, Program Management
Education
Pace University - Lubin School of Business
MBA, Finance
City University of New York-Brooklyn College
BS, Computer Science
Ira Dicken's Drexel Burnham Lambert Experience 1986 - 1990
Job CIO, Systems Architect, Innovator, Technologist, Systems Developer, Database Designer
Industry Information Technology and Services
Experience
Financial Systems Works Inc 1995 - Present
Berkeley Investment Technologies 1993 - 1995
Blackrock Financial Management 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Donaldson, Lufkin & Jenrette 1983 - 1985
Salomon Brothers 1981 - 1983
Skills
Multiprocessing, Mortgage Backed..., Dark Pools, ECNs, ATS,..., Evaluating trading..., Stock loan/borrows,..., Sybase, MS SQL, Oracle, Real Time Messaging..., C++, Java, C#, Shell,..., C++ Builder, Visual..., Multiprocessor,..., Trading Systems, Trading, Risk Management, Fixed Income, Equities, Equity Trading, Market Data, Bloomberg
Education
City University of New York-Brooklyn College 1976 — 1980
BS, Accounting / minors Computer Science, Economics
Financial Systems Works Inc 1995 - Present
Berkeley Investment Technologies 1993 - 1995
Blackrock Financial Management 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Donaldson, Lufkin & Jenrette 1983 - 1985
Salomon Brothers 1981 - 1983
Skills
Multiprocessing, Mortgage Backed..., Dark Pools, ECNs, ATS,..., Evaluating trading..., Stock loan/borrows,..., Sybase, MS SQL, Oracle, Real Time Messaging..., C++, Java, C#, Shell,..., C++ Builder, Visual..., Multiprocessor,..., Trading Systems, Trading, Risk Management, Fixed Income, Equities, Equity Trading, Market Data, Bloomberg
Education
City University of New York-Brooklyn College 1976 — 1980
BS, Accounting / minors Computer Science, Economics
T. Corby Hocker's Drexel Burnham Lambert Experience 1987 - 1995
Job Senior Financial Executive / CFO
Industry Investment Banking
Experience
Tellus Technology, Inc. July 2014 - Present
Fairway Group Holdings Corp February 2012 - November 2014
Broadband Capital Management, LLC March 2007 - June 2012
QueueVision Inc. January 2011 - May 2012
Morgan Joseph & Co. 2001 - 2007
ING Barings LLC 2000 - 2001
Nexbridge Capital Markets LLC (affiliated with Citadel Investment Group LLC) 1999 - 2000
HCFP/Brenner Securities, LLC 1996 - 1999
Bigelow & Company 1995 - 1996
Drexel Burnham Lambert 1987 - 1995
Skills
Financial Management, Accounting Management, Mergers & Acquisitions, Corporate Finance, Start-ups, Private Equity, Capital Markets, Forecasting, Financial Modeling, Finance, Mergers, IPO, Investment Banking, Financial Reporting, Analysis, Investments, Portfolio Management, Equities, Budgets, Strategic Planning, Business Planning, Negotiation, Project Planning, Operating Models, M&A, Operational Modeling, Private Equity..., Finance & Accounting, Executive Leadership, Financial Analysis, Budgeting, Corporate Governance, Operations Management, SEC Compliance, Treasury, B, Banking
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Finance
Columbia High School
Tellus Technology, Inc. July 2014 - Present
Fairway Group Holdings Corp February 2012 - November 2014
Broadband Capital Management, LLC March 2007 - June 2012
QueueVision Inc. January 2011 - May 2012
Morgan Joseph & Co. 2001 - 2007
ING Barings LLC 2000 - 2001
Nexbridge Capital Markets LLC (affiliated with Citadel Investment Group LLC) 1999 - 2000
HCFP/Brenner Securities, LLC 1996 - 1999
Bigelow & Company 1995 - 1996
Drexel Burnham Lambert 1987 - 1995
Skills
Financial Management, Accounting Management, Mergers & Acquisitions, Corporate Finance, Start-ups, Private Equity, Capital Markets, Forecasting, Financial Modeling, Finance, Mergers, IPO, Investment Banking, Financial Reporting, Analysis, Investments, Portfolio Management, Equities, Budgets, Strategic Planning, Business Planning, Negotiation, Project Planning, Operating Models, M&A, Operational Modeling, Private Equity..., Finance & Accounting, Executive Leadership, Financial Analysis, Budgeting, Corporate Governance, Operations Management, SEC Compliance, Treasury, B, Banking
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Finance
Columbia High School
Greg Burkus's Drexel Burnham Lambert Experience June 1988 - February 1990
Job Founder / Managing Partner at Shasta Partners, LLC
Industry Investment Banking
Experience
Shasta Partners, LLC October 2002 - Present
Deutsche Bank Securities September 1996 - July 2002
Alex. Brown & Sons May 1990 - September 1994
Morgan Stanley February 1990 - May 1990
Drexel Burnham Lambert June 1988 - February 1990
Chemical Bank August 1983 - July 1987
Skills
Valuation, Software, Mergers
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA
Yale University 1979 — 1983
BA
Choate Rosemary Hall 1978 — 1979
Shasta Partners, LLC October 2002 - Present
Deutsche Bank Securities September 1996 - July 2002
Alex. Brown & Sons May 1990 - September 1994
Morgan Stanley February 1990 - May 1990
Drexel Burnham Lambert June 1988 - February 1990
Chemical Bank August 1983 - July 1987
Skills
Valuation, Software, Mergers
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA
Yale University 1979 — 1983
BA
Choate Rosemary Hall 1978 — 1979
Anthony Pacifico's Drexel Burnham Lambert Experience January 1984 - February 1989
Job Senior Facilitator and Consultant
Industry Human Resources
Experience
Wilson Learning 2000 - Present
Wilson Learning Worldwide April 1992 - Present
Riverbank America 1990 - 1992
Drexel Burnham Lambert January 1984 - February 1989
New York Life March 1977 - January 1984
Skills
Negotiation, Sales Management, Organizational..., Talent Management, Performance Management, Coaching, Team Building, Management Development, Consultative Selling, Project Management, Change Management, Selling, Management Consulting, Public Speaking, Training, Executive Coaching, Workshop Facilitation, Leadership, Organizational..., Executive Development, Management, Performance Improvement, Culture Change, Leadership Development, 360 Feedback, Employee Engagement, Training Delivery, Career Development, MBTI, Organizational Learning, Personal Development, Succession Planning, Employee Training, Instructional Design, Needs Analysis, Emotional Intelligence, Organizational Design, Performance Consulting, Presentation Coaching, Career Management, HR Consulting, Program Facilitation, Blended Learning, Personnel Management, Training Needs Analysis, Consulting, Instructor-led Training, Business Coaching, Conflict Resolution, Learning Management
Education
Adelphi University 1980 — 1983
MBA, Human Resources Administration
Saint John's University 1970 — 1974
BA, Government and Politics
Wilson Learning 2000 - Present
Wilson Learning Worldwide April 1992 - Present
Riverbank America 1990 - 1992
Drexel Burnham Lambert January 1984 - February 1989
New York Life March 1977 - January 1984
Skills
Negotiation, Sales Management, Organizational..., Talent Management, Performance Management, Coaching, Team Building, Management Development, Consultative Selling, Project Management, Change Management, Selling, Management Consulting, Public Speaking, Training, Executive Coaching, Workshop Facilitation, Leadership, Organizational..., Executive Development, Management, Performance Improvement, Culture Change, Leadership Development, 360 Feedback, Employee Engagement, Training Delivery, Career Development, MBTI, Organizational Learning, Personal Development, Succession Planning, Employee Training, Instructional Design, Needs Analysis, Emotional Intelligence, Organizational Design, Performance Consulting, Presentation Coaching, Career Management, HR Consulting, Program Facilitation, Blended Learning, Personnel Management, Training Needs Analysis, Consulting, Instructor-led Training, Business Coaching, Conflict Resolution, Learning Management
Education
Adelphi University 1980 — 1983
MBA, Human Resources Administration
Saint John's University 1970 — 1974
BA, Government and Politics
George Karelitsky's Drexel Burnham Lambert Experience 1981 - 1983
Job vice president at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2004 - Present
Bank of New York 1999 - 2004
Salomon Brothers 1990 - 1999
Drexel Burnham Lambert 1981 - 1983
Skills
Prime Brokerage, Fixed Income, Equities, Hedge Funds, Back Office, Corporate Actions, Series 7, Bloomberg, Derivatives, Settlement, Options, Securities, Investment Banking, FX Options, Bonds
Education
Tulane University School of Social Work 1975 — 1976
MSW, Clinical/Medical Social Work
City University of New York City College 1967 — 1969
Bachelor of Arts (BA)
Kingsborough Community College 1964 — 1967
AA
Goldman Sachs 2004 - Present
Bank of New York 1999 - 2004
Salomon Brothers 1990 - 1999
Drexel Burnham Lambert 1981 - 1983
Skills
Prime Brokerage, Fixed Income, Equities, Hedge Funds, Back Office, Corporate Actions, Series 7, Bloomberg, Derivatives, Settlement, Options, Securities, Investment Banking, FX Options, Bonds
Education
Tulane University School of Social Work 1975 — 1976
MSW, Clinical/Medical Social Work
City University of New York City College 1967 — 1969
Bachelor of Arts (BA)
Kingsborough Community College 1964 — 1967
AA
Les Kalmus's Drexel Burnham Lambert Experience 1984 - 1989
Job Retired at Camp Kalmus
Industry Publishing
Experience
Camp Kalmus Owner and PresidentGeneration Monthly MagazineMarch 2012 - December 2013
CyberStaff America, Ltd. June 1995 - February 2011
Dow Jones Telerate 1989 - 1993
Drexel Burnham Lambert 1984 - 1989
Skills
Public Speaking, Technical Recruiting, Marketing, Internet Recruiting, Recruiting, Management, Training, Sourcing, Interviews, Talent Acquisition, Contract Recruitment, Executive Search
Education
City University of New York City College 1956 — 1961
BA, Art
New York University - Leonard N. Stern School of Business
Finance, General
Camp Kalmus Owner and PresidentGeneration Monthly MagazineMarch 2012 - December 2013
CyberStaff America, Ltd. June 1995 - February 2011
Dow Jones Telerate 1989 - 1993
Drexel Burnham Lambert 1984 - 1989
Skills
Public Speaking, Technical Recruiting, Marketing, Internet Recruiting, Recruiting, Management, Training, Sourcing, Interviews, Talent Acquisition, Contract Recruitment, Executive Search
Education
City University of New York City College 1956 — 1961
BA, Art
New York University - Leonard N. Stern School of Business
Finance, General
Donna Grey's Drexel Burnham Lambert Experience 1987 - 1989
Job Assistant Vice President at Nomura Securities Int'l Inc.
Industry Financial Services
Experience
Nomura Securities Int'l Inc. AVP - Cash Management/Treasury DivisionNomura Holding America Inc.1989 - Present
Drexel Burnham Lambert 1987 - 1989
Education
Iona College 1998 — 2000
MS, Health Administration
City University of New York City College
BA, Psychology
Tulane University - A.B. Freeman School of Business
Certificate, Master of Business Administration Management Fundamentals
Nomura Securities Int'l Inc. AVP - Cash Management/Treasury DivisionNomura Holding America Inc.1989 - Present
Drexel Burnham Lambert 1987 - 1989
Education
Iona College 1998 — 2000
MS, Health Administration
City University of New York City College
BA, Psychology
Tulane University - A.B. Freeman School of Business
Certificate, Master of Business Administration Management Fundamentals
Jim Dashiell's Drexel Burnham Lambert Experience 1984 - 1990
Job PM Conversions
Industry Information Technology and Services
Experience
Societe Generale PMMitsubishi UFJ Securities
ING 1998 - 2007
Bankers Trust 1990 - 1998
Drexel Burnham Lambert 1984 - 1990
Education
Western Michigan University 1976 — 1978
Masters, Speech Pathology
City University of New York-Brooklyn College 1972 — 1977
BA
Societe Generale PMMitsubishi UFJ Securities
ING 1998 - 2007
Bankers Trust 1990 - 1998
Drexel Burnham Lambert 1984 - 1990
Education
Western Michigan University 1976 — 1978
Masters, Speech Pathology
City University of New York-Brooklyn College 1972 — 1977
BA
Sean Hidey's Drexel Burnham Lambert Experience 1983 - 1991
Job Chief Operating and Compliance Officer
Industry Financial Services
Experience
Makaira Partners LLC January 2007 - Present
Pinewood Capital Partners February 2004 - November 2006
CIBC World Markets 1997 - 2004
DREXEL BURNHAM LAMBERT 1983 - 1991
Skills
Hedge Funds, Strategy, Financial Reporting, Financial Analysis, Securities, Alternative Investments, Capital Markets, Strategic Planning, Portfolio Management, Management, Business Development, Financial Modeling, Equities, Private Equity, Asset Managment, Mergers & Acquisitions
Education
California State University-Northridge 1976 — 1978
Makaira Partners LLC January 2007 - Present
Pinewood Capital Partners February 2004 - November 2006
CIBC World Markets 1997 - 2004
DREXEL BURNHAM LAMBERT 1983 - 1991
Skills
Hedge Funds, Strategy, Financial Reporting, Financial Analysis, Securities, Alternative Investments, Capital Markets, Strategic Planning, Portfolio Management, Management, Business Development, Financial Modeling, Equities, Private Equity, Asset Managment, Mergers & Acquisitions
Education
California State University-Northridge 1976 — 1978
Ken Bentsen's Drexel Burnham Lambert Experience August 1987 - March 1990
Job President & CEO at Securities Industry and Financial Markets Association
Industry Financial Services
Experience
Securities Industry and Financial Markets Association 2013 - Present
Securities Industry and Financial Markets Association September 2009 - 2013
Equipment Leasing and Finance Association April 2006 - September 2009
Susan G.Komen Foundation 2007 - 2009
Public Strategies, Inc. January 2003 - April 2006
U.S. House of Representatives January 1995 - January 2003
George K. Baum & Company April 1990 - January 1995
Drexel Burnham Lambert August 1987 - March 1990
US House of Representatives 1983 - 1987
Education
American University 1983 — 1985
MPA, Finance and Economics
University of St. Thomas (TX) 1979 — 1982
Deerfield Academy 1974 — 1977
Southern Methodist University
Securities Industry and Financial Markets Association 2013 - Present
Securities Industry and Financial Markets Association September 2009 - 2013
Equipment Leasing and Finance Association April 2006 - September 2009
Susan G.Komen Foundation 2007 - 2009
Public Strategies, Inc. January 2003 - April 2006
U.S. House of Representatives January 1995 - January 2003
George K. Baum & Company April 1990 - January 1995
Drexel Burnham Lambert August 1987 - March 1990
US House of Representatives 1983 - 1987
Education
American University 1983 — 1985
MPA, Finance and Economics
University of St. Thomas (TX) 1979 — 1982
Deerfield Academy 1974 — 1977
Southern Methodist University
Amy Francella's Drexel Burnham Lambert Experience September 1988 - February 1990
Job
Industry Financial Services
Experience
MetLife July 2005 - Present
Fidelity Investments October 2003 - July 2005
Fidelity Investments August 1996 - December 2002
Boston University School of Law 1994 - 1996
US Securities and Exchange Commission 1995 - 1995
The DAIS Group February 1990 - August 1993
Drexel Burnham Lambert September 1988 - February 1990
Education
Boston University School of Law 1993 — 1996
J.D., cum laude
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BS, magna cum laude
MetLife July 2005 - Present
Fidelity Investments October 2003 - July 2005
Fidelity Investments August 1996 - December 2002
Boston University School of Law 1994 - 1996
US Securities and Exchange Commission 1995 - 1995
The DAIS Group February 1990 - August 1993
Drexel Burnham Lambert September 1988 - February 1990
Education
Boston University School of Law 1993 — 1996
J.D., cum laude
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BS, magna cum laude
Flavia Rodriguez's Drexel Burnham Lambert Experience 1986 - 1989
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2010 - Present
JPMorgan Chase 2000 - 2010
J.P. Morgan 1992 - 2000
J.P. Morgan 1989 - May 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Meeting Planning, Trade Shows, Event Management, Event Planning, Marketing Communications, Management, Sales Operations, Marketing Strategy, Marketing, Budgets, Hospitality, Corporate Events, Sales, Contract Negotiation
Education
City University of New York City College
Business Administraiton
JPMorgan Chase June 2010 - Present
JPMorgan Chase 2000 - 2010
J.P. Morgan 1992 - 2000
J.P. Morgan 1989 - May 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Meeting Planning, Trade Shows, Event Management, Event Planning, Marketing Communications, Management, Sales Operations, Marketing Strategy, Marketing, Budgets, Hospitality, Corporate Events, Sales, Contract Negotiation
Education
City University of New York City College
Business Administraiton
Connie Heinzerling's Drexel Burnham Lambert Experience 1985 - 1990
Job Health Care Professional, Tax Advisor, Project Manager
Industry Hospital & Health Care
Experience
H&R Block December 2008 - Present
Any-Time Home Care May 2012 - Present
SKIP of New York August 2009 - May 2012
DCM and SRP June 2008 - December 2008
International Center NY October 2007 - May 2008
UBS Wealth Management 1996 - 2007
Paine Webber 1990 - 1995
Drexel Burnham Lambert 1985 - 1990
Education
Bucknell University
BA
Fordham University
M.S.W.
New York University
Computer Technology
H&R Block December 2008 - Present
Any-Time Home Care May 2012 - Present
SKIP of New York August 2009 - May 2012
DCM and SRP June 2008 - December 2008
International Center NY October 2007 - May 2008
UBS Wealth Management 1996 - 2007
Paine Webber 1990 - 1995
Drexel Burnham Lambert 1985 - 1990
Education
Bucknell University
BA
Fordham University
M.S.W.
New York University
Computer Technology
Andrew Langerman's Drexel Burnham Lambert Experience 1985 - 1990
Job Risk Management / Structured Finance / Derivatives
Industry Financial Services
Experience
Fortis Bank 2006 - 2007
Deutsche Bank Securities 2001 - 2002
Bear Stearns 1993 - 2001
Credit Agricole Indosuez 1990 - 1993
Drexel Burnham Lambert 1985 - 1990
Merrill Lynch 1982 - 1985
Skills
Financial Risk, Derivatives, Capital Markets, Securities, Valuation, Credit Derivatives, Fixed Income, Trading, Market Risk, Structured Finance, Risk Management, Equities, Bonds, Hedge Funds, Emerging Markets, Financial Modeling, Structured Products, Securitization, Leadership, Asset Management, Options, Investment Banking, Financial Markets, ABS, Executive Management, Credit, CDO
Education
Bennington College
Coursera
The University of Chicago
Fortis Bank 2006 - 2007
Deutsche Bank Securities 2001 - 2002
Bear Stearns 1993 - 2001
Credit Agricole Indosuez 1990 - 1993
Drexel Burnham Lambert 1985 - 1990
Merrill Lynch 1982 - 1985
Skills
Financial Risk, Derivatives, Capital Markets, Securities, Valuation, Credit Derivatives, Fixed Income, Trading, Market Risk, Structured Finance, Risk Management, Equities, Bonds, Hedge Funds, Emerging Markets, Financial Modeling, Structured Products, Securitization, Leadership, Asset Management, Options, Investment Banking, Financial Markets, ABS, Executive Management, Credit, CDO
Education
Bennington College
Coursera
The University of Chicago
Janet Albin's Drexel Burnham Lambert Experience 1980 - 1988
Job AVP, Business Support Manager at Bank of America
Industry Human Resources
Experience
Bank of America April 2009 - Present
Countrywide Capital Markets October 1998 - April 2009
Drexel Burnham Lambert 1980 - 1988
Education
Baruch College, City University of New York (CUNY) 1975 — 1977
Bank of America April 2009 - Present
Countrywide Capital Markets October 1998 - April 2009
Drexel Burnham Lambert 1980 - 1988
Education
Baruch College, City University of New York (CUNY) 1975 — 1977
Karlene Lopez's Drexel Burnham Lambert Experience 1979 - 1982
Job Property Accountant at Sterling Organization
Industry Real Estate
Experience
Sterling Organization March 2008 - Present
DB RREEF February 2000 - July 2007
Codina Real Estate Management 1997 - 2000
CSW Associates 1990 - 1996
Barnett Bank 1985 - 1988
Drexel Burnham Lambert 1979 - 1982
Skills
Real Estate, Insurance, Banking, Financial Reporting, General Ledger, Account Reconciliation, Accounting, Accounts Payable, Budgets, Cash Flow, Variance Analysis, Financial Statements, Microsoft Excel, Financial Analysis, Invoicing, Analysis, Commercial Real Estate, Journal Entries, Accruals, Bank Reconciliation, Accounts Receivable, Tax, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 1975 — 1979
BBA, Accounting
Immaculate Conception H.S. 1968 — 1973
hs
Sterling Organization March 2008 - Present
DB RREEF February 2000 - July 2007
Codina Real Estate Management 1997 - 2000
CSW Associates 1990 - 1996
Barnett Bank 1985 - 1988
Drexel Burnham Lambert 1979 - 1982
Skills
Real Estate, Insurance, Banking, Financial Reporting, General Ledger, Account Reconciliation, Accounting, Accounts Payable, Budgets, Cash Flow, Variance Analysis, Financial Statements, Microsoft Excel, Financial Analysis, Invoicing, Analysis, Commercial Real Estate, Journal Entries, Accruals, Bank Reconciliation, Accounts Receivable, Tax, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 1975 — 1979
BBA, Accounting
Immaculate Conception H.S. 1968 — 1973
hs
James Adamo's Drexel Burnham Lambert Experience January 1989 - January 1990
Job Executive Director Finance, Consumer Banking
Industry Banking
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase January 2008 - July 2014
JPMorgan Chase November 1997 - January 2008
Citibank April 1996 - November 1997
JPMorgan Chase May 1990 - April 1996
Drexel Burnham Lambert January 1989 - January 1990
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Loans, Retail Banking, Financial Services, Risk Management, Financial Analysis, Portfolio Management, Small Business Lending
Education
Boston College 1984 — 1988
BS, Finance
Hofstra University
MBA, Finance
JPMorgan Chase August 2014 - Present
JPMorgan Chase January 2008 - July 2014
JPMorgan Chase November 1997 - January 2008
Citibank April 1996 - November 1997
JPMorgan Chase May 1990 - April 1996
Drexel Burnham Lambert January 1989 - January 1990
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Loans, Retail Banking, Financial Services, Risk Management, Financial Analysis, Portfolio Management, Small Business Lending
Education
Boston College 1984 — 1988
BS, Finance
Hofstra University
MBA, Finance
Martin Scoll's Drexel Burnham Lambert Experience 1985 - July 1993
Job Owner at Martin Scoll Tax
Industry Accounting
Experience
Martin Scoll Tax April 2013 - Present
Wells Fargo Advisors, LLC February 1995 - April 2013
Martin Scoll July 1993 - February 1995
Drexel Burnham Lambert 1985 - July 1993
Cosmopolitan Personnel 1980 - 1984
Cresco Sale 1977 - 1980
Gaynor Stafford industries 1973 - 1977
Kipnis Karchmer Meyerson and Levine 1969 - 1973
Education
Baruch College, City University of New York (CUNY) 1964 — 1969
BBA
Martin Scoll Tax April 2013 - Present
Wells Fargo Advisors, LLC February 1995 - April 2013
Martin Scoll July 1993 - February 1995
Drexel Burnham Lambert 1985 - July 1993
Cosmopolitan Personnel 1980 - 1984
Cresco Sale 1977 - 1980
Gaynor Stafford industries 1973 - 1977
Kipnis Karchmer Meyerson and Levine 1969 - 1973
Education
Baruch College, City University of New York (CUNY) 1964 — 1969
BBA
Lori Buck's Drexel Burnham Lambert Experience August 1989 - April 1990
Job President Elect at West Essex Board of Realtors
Industry Real Estate
Experience
RE/MAX Park Square November 2007 - Present
West Essex Board of Realtors January 2014 - Present
RE/MAX Park Square November 2007 - Present
RE/MAX Park Square- West Caldwell March 2011 - December 2011
Drexel Burnham Lambert August 1989 - April 1990
Skills
West Essex Board Of..., Board of Directors, Director, Sellers, Residential Homes, Relocation, First Time Home Buyers, ABR, Foreclosures, Selling, Buyers, Move Up Buyers, National Association of..., SFR, Senior Real Estate, Luxury, Short Sales
Education
Arizona State University
B.S., Business
RE/MAX Park Square November 2007 - Present
West Essex Board of Realtors January 2014 - Present
RE/MAX Park Square November 2007 - Present
RE/MAX Park Square- West Caldwell March 2011 - December 2011
Drexel Burnham Lambert August 1989 - April 1990
Skills
West Essex Board Of..., Board of Directors, Director, Sellers, Residential Homes, Relocation, First Time Home Buyers, ABR, Foreclosures, Selling, Buyers, Move Up Buyers, National Association of..., SFR, Senior Real Estate, Luxury, Short Sales
Education
Arizona State University
B.S., Business
Joe Testaverdi's Drexel Burnham Lambert Experience January 1982 - June 1989
Job VP at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase 1989 - Present
Drexel Burnham Lambert January 1982 - June 1989
Drexel Burnham 1982 - 1989
Morgan Guaranty Bank & Trust of New York January 1974 - June 1982
Skills
Settlement, Capital Markets, Fixed Income, MBS, Middle Office, Back Office, Prime Brokerage
Education
City University of New York-College of Staten Island 1972 — 1974
JP Morgan Chase 1989 - Present
Drexel Burnham Lambert January 1982 - June 1989
Drexel Burnham 1982 - 1989
Morgan Guaranty Bank & Trust of New York January 1974 - June 1982
Skills
Settlement, Capital Markets, Fixed Income, MBS, Middle Office, Back Office, Prime Brokerage
Education
City University of New York-College of Staten Island 1972 — 1974
Hollis M. Anzani's Drexel Burnham Lambert Experience July 1981 - March 1990
Job Independent Financial Services Professional
Industry Financial Services
Experience
MBIA Insurance Corp. March 1990 - December 1997
Drexel Burnham Lambert July 1981 - March 1990
Education
Colby College 1977 — 1981
BA, Economics & Finance
University of Bath 1979 — 1980
JYA, Economics
MBIA Insurance Corp. March 1990 - December 1997
Drexel Burnham Lambert July 1981 - March 1990
Education
Colby College 1977 — 1981
BA, Economics & Finance
University of Bath 1979 — 1980
JYA, Economics
Timo L. Nicholaou's Drexel Burnham Lambert Experience January 1988 - May 1989
Job President, Consolidated Financial Management & Tax Service
Industry Financial Services
Experience
Consolidated Financial Management & Tax Service September 1994 - Present
Leonard & Company September 1994 - April 2004
First of Michigan June 1989 - September 1994
Drexel Burnham Lambert January 1988 - May 1989
Merrill Lynch January 1984 - January 1988
Education
Oakland University 2004 — 2006
CFP, Finance
Central Michigan University 1980 — 1983
MBA, Business
Ferris State University 1975 — 1979
B.S., Hospital Administration
Consolidated Financial Management & Tax Service September 1994 - Present
Leonard & Company September 1994 - April 2004
First of Michigan June 1989 - September 1994
Drexel Burnham Lambert January 1988 - May 1989
Merrill Lynch January 1984 - January 1988
Education
Oakland University 2004 — 2006
CFP, Finance
Central Michigan University 1980 — 1983
MBA, Business
Ferris State University 1975 — 1979
B.S., Hospital Administration
Derek Niu CFA's Drexel Burnham Lambert Experience August 1987 - February 1990
Job Investment Officer at City of Los Angeles
Industry Government Administration
Experience
City of Los Angeles Portfolio ManagerCountrywide Home Loan2000 - 2007
CALPERS January 1998 - August 2000
Bank of America August 1992 - December 1997
Drexel Burnham Lambert August 1987 - February 1990
Education
California State University-Fullerton, Mihaylo College of Business and Economics
MBA, Finance
University of Southern California
MS, Chemical Engineering
University of Wisconsin-Madison
BS, Chemical Engineering
City of Los Angeles Portfolio ManagerCountrywide Home Loan2000 - 2007
CALPERS January 1998 - August 2000
Bank of America August 1992 - December 1997
Drexel Burnham Lambert August 1987 - February 1990
Education
California State University-Fullerton, Mihaylo College of Business and Economics
MBA, Finance
University of Southern California
MS, Chemical Engineering
University of Wisconsin-Madison
BS, Chemical Engineering
Barrie Moskowitz's Drexel Burnham Lambert Experience September 1987 - February 1990
Job Head of Sales & Marketing, North and South America at Melissa Odabash
Industry Consumer Goods
Experience
Melissa Odabash September 1997 - Present
IFX Corp October 1999 - August 2001
Unilever May 1998 - November 1999
Estee Lauder Group of Companies April 1996 - September 1997
Procter & Gamble September 1992 - January 1996
Lazard Freres April 1990 - August 1990
Drexel Burnham Lambert September 1987 - February 1990
Skills
Entrepreneurship, Strategy, Business Strategy, Business Planning, Business Development, Start-ups
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
Brandeis University
Bachelor of Arts (BA), Economics, Magna Cum Laude with Honors
The London School of Economics and Political Science (LSE)
Economics
Melissa Odabash September 1997 - Present
IFX Corp October 1999 - August 2001
Unilever May 1998 - November 1999
Estee Lauder Group of Companies April 1996 - September 1997
Procter & Gamble September 1992 - January 1996
Lazard Freres April 1990 - August 1990
Drexel Burnham Lambert September 1987 - February 1990
Skills
Entrepreneurship, Strategy, Business Strategy, Business Planning, Business Development, Start-ups
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
Brandeis University
Bachelor of Arts (BA), Economics, Magna Cum Laude with Honors
The London School of Economics and Political Science (LSE)
Economics
WILLIAM WUERTHNER's Drexel Burnham Lambert Experience 1977 - 1978
Job Independent Architecture & Planning Professional
Industry Architecture & Planning
Experience
WJW ARCHITECT April 1987 - Present
Drexel Burnham Lambert 1977 - 1978
Skills
Architectural Design, AutoCAD, Revit
Education
City University of New York City College 1973 — 1977
WJW ARCHITECT April 1987 - Present
Drexel Burnham Lambert 1977 - 1978
Skills
Architectural Design, AutoCAD, Revit
Education
City University of New York City College 1973 — 1977
Jon Tsang's Drexel Burnham Lambert Experience 1987 - 1990
Job Compensation Consultant at Novartis
Industry Human Resources
Experience
Memorial Sloan Kettering July 2014 - Present
Human Resources Management Solutions, Inc. February 2006 - Present
Novartis July 2011 - July 2014
Gurwin Jewish Nursing & Rehabilitation Center June 2010 - February 2011
Memorial Sloan-Kettering Cancer Center August 2009 - 2010
B&H Photo Video February 2006 - January 2009
Refuah Health Center June 2004 - January 2006
United Rentals June 2003 - April 2004
Sumitomo 1998 - 2000
Drexel Burnham Lambert 1987 - 1990
Skills
HR Consulting, HRIS, Succession Planning, Employee Benefits, PeopleSoft, Recruiting, Employee Relations, Performance Management
Education
Baruch College, City University of New York (CUNY) 1979 — 1984
BBA, human resources
Memorial Sloan Kettering July 2014 - Present
Human Resources Management Solutions, Inc. February 2006 - Present
Novartis July 2011 - July 2014
Gurwin Jewish Nursing & Rehabilitation Center June 2010 - February 2011
Memorial Sloan-Kettering Cancer Center August 2009 - 2010
B&H Photo Video February 2006 - January 2009
Refuah Health Center June 2004 - January 2006
United Rentals June 2003 - April 2004
Sumitomo 1998 - 2000
Drexel Burnham Lambert 1987 - 1990
Skills
HR Consulting, HRIS, Succession Planning, Employee Benefits, PeopleSoft, Recruiting, Employee Relations, Performance Management
Education
Baruch College, City University of New York (CUNY) 1979 — 1984
BBA, human resources
Harry Knapp's Drexel Burnham Lambert Experience January 1987 - May 1988
Job Producer/Production Executive
Industry Entertainment
Experience
The FIlm Sign ~ One Sign. Any Direction. June 2013 - Present
Milk & Media March 2009 - Present
Chicago Pictures 2005 - 2006
World of Wonder June 1999 - October 2001
Republic Pictures February 1990 - June 1991
Drexel Burnham Lambert January 1987 - May 1988
MTM Productions January 1984 - May 1986
Skills
Producer, Director, Production, Television, Film, Film Production, Documentary, Television Production, Production Management, Commercials, Writing, Documentaries, Video Production, Production Managment
Education
California State University-Northridge 1984 — 1986
Valley College, California 1983 — 1984
AA, General Education
The FIlm Sign ~ One Sign. Any Direction. June 2013 - Present
Milk & Media March 2009 - Present
Chicago Pictures 2005 - 2006
World of Wonder June 1999 - October 2001
Republic Pictures February 1990 - June 1991
Drexel Burnham Lambert January 1987 - May 1988
MTM Productions January 1984 - May 1986
Skills
Producer, Director, Production, Television, Film, Film Production, Documentary, Television Production, Production Management, Commercials, Writing, Documentaries, Video Production, Production Managment
Education
California State University-Northridge 1984 — 1986
Valley College, California 1983 — 1984
AA, General Education
Donald Woods's Drexel Burnham Lambert Experience 1985 - 1989
Job CEO USI Mountain Region
Industry Insurance
Experience
USI Insurance Services December 2013 - Present
Estabrook Investors January 2012 - December 2013
Van Gilder Insurance (Acquired by USI December 2013) September 2012 - November 2013
Community Bankshares Inc. October 1989 - October 2011
Drexel Burnham Lambert 1985 - 1989
The Northern Trust Company 1980 - 1984
Skills
Underwriting, Risk Management, Professional Liability, Insurance, Mergers, Strategic Planning, Employee Benefits, Private Equity, Employment Practices..., Financial Analysis, Captives, D&O, Banking, Commercial Banking, Due Diligence, Credit, Fund Of Funds, Property & Casualty..., Commercial Insurance
Education
City University London 1984 — 1985
MBA, International Finance
University of Denver 1978 — 1979
BSBA
University of Colorado at Boulder 1975 — 1977
Finance
North Carolina Outward Bound School 1974 — 1974
USI Insurance Services December 2013 - Present
Estabrook Investors January 2012 - December 2013
Van Gilder Insurance (Acquired by USI December 2013) September 2012 - November 2013
Community Bankshares Inc. October 1989 - October 2011
Drexel Burnham Lambert 1985 - 1989
The Northern Trust Company 1980 - 1984
Skills
Underwriting, Risk Management, Professional Liability, Insurance, Mergers, Strategic Planning, Employee Benefits, Private Equity, Employment Practices..., Financial Analysis, Captives, D&O, Banking, Commercial Banking, Due Diligence, Credit, Fund Of Funds, Property & Casualty..., Commercial Insurance
Education
City University London 1984 — 1985
MBA, International Finance
University of Denver 1978 — 1979
BSBA
University of Colorado at Boulder 1975 — 1977
Finance
North Carolina Outward Bound School 1974 — 1974
Robert McLoughlin's Drexel Burnham Lambert Experience 1981 - 1991
Job IT Project Manager
Industry Financial Services
Experience
Human Resources Administration NYC September 2014 - Present
Citi March 2010 - November 2012
Fidelity Investments October 2008 - March 2010
Smith Barney February 1993 - March 2007
Drexel Burnham Lambert 1981 - 1991
Skills
Equities, SDLC, Vendor Management, Risk Management, IT Strategy, Business Analysis, Trading Systems, Fixed Income, Project Management, Securities, Investment Banking
Education
Clark University 1969 — 1973
Bachelor of Arts (B.A.), History
Stuyvesant HS 1966 — 1969
High School
Human Resources Administration NYC September 2014 - Present
Citi March 2010 - November 2012
Fidelity Investments October 2008 - March 2010
Smith Barney February 1993 - March 2007
Drexel Burnham Lambert 1981 - 1991
Skills
Equities, SDLC, Vendor Management, Risk Management, IT Strategy, Business Analysis, Trading Systems, Fixed Income, Project Management, Securities, Investment Banking
Education
Clark University 1969 — 1973
Bachelor of Arts (B.A.), History
Stuyvesant HS 1966 — 1969
High School
Richard Robbins's Drexel Burnham Lambert Experience 1986 - 1989
Job C.E.O. at Therap Services LLC
Industry Information Technology and Services
Experience
Therap Services LLC January 2003 - Present
Drexel Burnham Lambert 1986 - 1989
Avalon Schools Inc November 1983 - August 1984
Skills
Documentation, Government, Public Speaking, Proposal Writing
Education
Harvard Business School 1984 — 1986
Brandeis University 1979 — 1982
1982, Economics
Therap Services LLC January 2003 - Present
Drexel Burnham Lambert 1986 - 1989
Avalon Schools Inc November 1983 - August 1984
Skills
Documentation, Government, Public Speaking, Proposal Writing
Education
Harvard Business School 1984 — 1986
Brandeis University 1979 — 1982
1982, Economics
Peter Rittmaster's Drexel Burnham Lambert Experience 1987 - 1990
Job Managing Director at Parkstone Capital LLC
Industry Investment Banking
Experience
ParkStone Capital 2012 - Present
RBC Capital Markets 2004 - 2012
Wasserstein Perella 1999 - 2004
Credit Suisse First Boston 1997 - 1998
NatWest Markets 1992 - 1997
Drexel Burnham Lambert 1987 - 1990
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance & Management
Brown University 1983 — 1987
BA, Economics & Political Science
ParkStone Capital 2012 - Present
RBC Capital Markets 2004 - 2012
Wasserstein Perella 1999 - 2004
Credit Suisse First Boston 1997 - 1998
NatWest Markets 1992 - 1997
Drexel Burnham Lambert 1987 - 1990
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance & Management
Brown University 1983 — 1987
BA, Economics & Political Science
Angela Job's Drexel Burnham Lambert Experience July 1980 - February 1990
Job Admin. Assist. at Memorial Hospital
Industry Hospital & Health Care
Experience
Memorial Hospital Administrative AssistantMemorial Sloan-Kettering Cancer Center1997 - 2014
Memorial Sloan-Kettering Cancer Center 1997 - 2011
Memorial Sloan-Kettering Cancer Center 1997 - 2011
BMW Bank of North America September 1993 - March 1996
Security Pacific Bank September 1991 - 1993
Drexel Burnham Lambert July 1980 - February 1990
Skills
Community Outreach, HIPAA, Event Planning, Public Speaking, Nonprofits, Fundraising, Volunteer Management, Social Services, Program Development, Grant Writing, Training, Data Entry, Healthcare, Outlook, Case Managment, Microsoft Word, Administrative..., Workshop Facilitation, Program Evaluation, Customer Service, Policy, Access, Supervisory Skills, Conflict Resolution, Research, Leadership Development, Mental Health, Leadership, Office Management, Case Management, Public Health, Hospitals, Fax, Teaching, Psychology, System Administration, Spreadsheets, PowerPoint, Team Building, Time Management, Critical Thinking, Filing, Grants, Social Networking, Crisis Intervention, Organizational..., Psychotherapy, Healthcare Management, Data Analysis, Staff Development
Education
Cazenovia College 1977 — 1980
AS, Psychology
Prospect Heights High School
High School Diploma, General Office Occupations and Clerical Services, 12
Memorial Hospital Administrative AssistantMemorial Sloan-Kettering Cancer Center1997 - 2014
Memorial Sloan-Kettering Cancer Center 1997 - 2011
Memorial Sloan-Kettering Cancer Center 1997 - 2011
BMW Bank of North America September 1993 - March 1996
Security Pacific Bank September 1991 - 1993
Drexel Burnham Lambert July 1980 - February 1990
Skills
Community Outreach, HIPAA, Event Planning, Public Speaking, Nonprofits, Fundraising, Volunteer Management, Social Services, Program Development, Grant Writing, Training, Data Entry, Healthcare, Outlook, Case Managment, Microsoft Word, Administrative..., Workshop Facilitation, Program Evaluation, Customer Service, Policy, Access, Supervisory Skills, Conflict Resolution, Research, Leadership Development, Mental Health, Leadership, Office Management, Case Management, Public Health, Hospitals, Fax, Teaching, Psychology, System Administration, Spreadsheets, PowerPoint, Team Building, Time Management, Critical Thinking, Filing, Grants, Social Networking, Crisis Intervention, Organizational..., Psychotherapy, Healthcare Management, Data Analysis, Staff Development
Education
Cazenovia College 1977 — 1980
AS, Psychology
Prospect Heights High School
High School Diploma, General Office Occupations and Clerical Services, 12
David Losito's Drexel Burnham Lambert Experience 1985 - 1990
Job Managing Director at Cappello Capital Corp.
Industry Banking
Experience
Cappello Capital Corp. 2011 - Present
Jefferies & Company 1992 - 2010
Drexel Burnham Lambert 1985 - 1990
Coopers & Lybrand 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, Real Estate
Boston College 1976 — 1980
BS, Accounting
Cappello Capital Corp. 2011 - Present
Jefferies & Company 1992 - 2010
Drexel Burnham Lambert 1985 - 1990
Coopers & Lybrand 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, Real Estate
Boston College 1976 — 1980
BS, Accounting
Ann Royston's Drexel Burnham Lambert Experience September 1984 - March 1989
Job Family Nurse Practitioner at UnitedHealth Group
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group October 2014 - Present
Complex Care Solutions October 2013 - Present
VNSNY September 2008 - August 2014
Thomson Reuters March 2001 - September 2008
Baseline July 1989 - March 2001
Drexel Burnham Lambert September 1984 - March 1989
Skills
Software Documentation, Quality Assurance, Healthcare, Healthcare Management, Hospitals, Patient Safety, Process Improvement, Public Health
Education
Pace University 2009 — 2013
Masters, Family Nurse Practitioner
Cochran School of Nursing 2006 — 2008
Associates in Science, Nursing
Boston College 1978 — 1982
BA, English
UnitedHealth Group October 2014 - Present
Complex Care Solutions October 2013 - Present
VNSNY September 2008 - August 2014
Thomson Reuters March 2001 - September 2008
Baseline July 1989 - March 2001
Drexel Burnham Lambert September 1984 - March 1989
Skills
Software Documentation, Quality Assurance, Healthcare, Healthcare Management, Hospitals, Patient Safety, Process Improvement, Public Health
Education
Pace University 2009 — 2013
Masters, Family Nurse Practitioner
Cochran School of Nursing 2006 — 2008
Associates in Science, Nursing
Boston College 1978 — 1982
BA, English
Ira Minsky's Drexel Burnham Lambert Experience 1987 - 1989
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2008 - Present
JPMorgan Chase March 2008 - October 2008
Bear Stearns July 1998 - March 2008
Bankers Trust August 1989 - July 1998
Drexel Burnham Lambert 1987 - 1989
Education
New York University 1987 — 1994
MS, Computer Science
City University of New York-Brooklyn College 1981 — 1985
B.S., Computer Science
Credit Suisse October 2008 - Present
JPMorgan Chase March 2008 - October 2008
Bear Stearns July 1998 - March 2008
Bankers Trust August 1989 - July 1998
Drexel Burnham Lambert 1987 - 1989
Education
New York University 1987 — 1994
MS, Computer Science
City University of New York-Brooklyn College 1981 — 1985
B.S., Computer Science
Joy Chimerine's Drexel Burnham Lambert Experience 1983 - 1990
Job Release Manager
Industry Financial Services
Experience
Bank of America April 2010 - February 2014
Merrill Lynch / Bank of America 2005 - July 2010
Multiplan Inc. 2004 - 2005
Board of Education Retirement System 2003 - 2003
Merrill Lynch 1997 - 2002
Pershing / DLJ 1993 - 1997
columbia presbyterian hospital 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Skills
SDLC, Information Technology, Data Warehousing, Business Analysis, PeopleSoft, Leadership, IT Strategy, MS Project, Vendor Management, Databases, Management, Security, Human Resources, Change Management, ITIL, Requirements Analysis, IT Service Management, SharePoint, Disaster Recovery, Risk Management, Business Process..., Incident Management, Release Management, Quality Center, Strategic Planning, IT Management, Visio
Education
City University of New York City College 1964 — 1968
Bachelor of Science, Education
City University of New York-Brooklyn College
Master of Science, Education
New York University
Computer Science
Bank of America April 2010 - February 2014
Merrill Lynch / Bank of America 2005 - July 2010
Multiplan Inc. 2004 - 2005
Board of Education Retirement System 2003 - 2003
Merrill Lynch 1997 - 2002
Pershing / DLJ 1993 - 1997
columbia presbyterian hospital 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Skills
SDLC, Information Technology, Data Warehousing, Business Analysis, PeopleSoft, Leadership, IT Strategy, MS Project, Vendor Management, Databases, Management, Security, Human Resources, Change Management, ITIL, Requirements Analysis, IT Service Management, SharePoint, Disaster Recovery, Risk Management, Business Process..., Incident Management, Release Management, Quality Center, Strategic Planning, IT Management, Visio
Education
City University of New York City College 1964 — 1968
Bachelor of Science, Education
City University of New York-Brooklyn College
Master of Science, Education
New York University
Computer Science
William Fertig's Drexel Burnham Lambert Experience 1989 - 1990
Job Managing Member, Context Capital Mangement,LLC
Industry Investment Management
Experience
ProFund Advisors LLC June 2011 - Present
ProShare Advisors, LLC June 2011 - Present
Context Capital Management, LLC September 2002 - Present
Key Energy Services March 2000 - Present
McMahan Securities 1990 - 2002
Drexel Burnham Lambert 1989 - 1990
Credit Suisse 1980 - 1989
Skills
Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Private Equity, Financial Modeling, Securities, Asset Management, Investments, Options, Portfolio Management, Mergers & Acquisitions, Valuation, Management, Equities, Capital Markets, Hedging, Asset Managment, Due Diligence, Trading, Investment Banking, Equity Derivatives, Series 7, Bloomberg, Corporate Finance
Education
Allegheny College
BS, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
ProFund Advisors LLC June 2011 - Present
ProShare Advisors, LLC June 2011 - Present
Context Capital Management, LLC September 2002 - Present
Key Energy Services March 2000 - Present
McMahan Securities 1990 - 2002
Drexel Burnham Lambert 1989 - 1990
Credit Suisse 1980 - 1989
Skills
Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Private Equity, Financial Modeling, Securities, Asset Management, Investments, Options, Portfolio Management, Mergers & Acquisitions, Valuation, Management, Equities, Capital Markets, Hedging, Asset Managment, Due Diligence, Trading, Investment Banking, Equity Derivatives, Series 7, Bloomberg, Corporate Finance
Education
Allegheny College
BS, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Mark De Riemer's Drexel Burnham Lambert Experience 1987 - 1989
Job Commercial Real Estate Capital Markets
Industry Commercial Real Estate
Experience
Colliers International 2010 - Present
Jones Lang LaSalle 2000 - 2009
CB Richard Ellis 1993 - 2000
Jones Lang Wootton 1990 - 1993
Drexel Burnham Lambert 1987 - 1989
Salomon Brothers 1985 - 1987
Merrill Lynch 1983 - 1985
Chase Manhattan Bank Real Estate 1980 - 1982
Skills
CMBS, Financial Structuring, Investment Banking, Capital Markets, Real Estate Economics, Loan Origination, Due Diligence, Commercial Real Estate, Real Estate Development
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
Colgate University 1974 — 1978
BA, Liberal Arts, Biology
Colliers International 2010 - Present
Jones Lang LaSalle 2000 - 2009
CB Richard Ellis 1993 - 2000
Jones Lang Wootton 1990 - 1993
Drexel Burnham Lambert 1987 - 1989
Salomon Brothers 1985 - 1987
Merrill Lynch 1983 - 1985
Chase Manhattan Bank Real Estate 1980 - 1982
Skills
CMBS, Financial Structuring, Investment Banking, Capital Markets, Real Estate Economics, Loan Origination, Due Diligence, Commercial Real Estate, Real Estate Development
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
Colgate University 1974 — 1978
BA, Liberal Arts, Biology
Robert DiDonato's Drexel Burnham Lambert Experience March 1987 - February 1990
Job at
Industry Financial Services
Experience
Harvard Management Company July 2010 - Present
BlackRock Solutions November 2009 - June 2010
AIG Financial Products May 1998 - October 2008
Principia Partners January 1995 - March 1998
Chicago Research & Trading CRT April 1990 - October 1992
Drexel Burnham Lambert March 1987 - February 1990
Skills
Derivatives, Fixed Income, Trading Systems, Equities, Securities, Market Data, Software Development, C#
Education
Carnegie Mellon University 1984 — 1986
MS, Concentration in Mgmt Information Systems
Ashland University 1979 — 1984
BS, Mathematics
Harvard Management Company July 2010 - Present
BlackRock Solutions November 2009 - June 2010
AIG Financial Products May 1998 - October 2008
Principia Partners January 1995 - March 1998
Chicago Research & Trading CRT April 1990 - October 1992
Drexel Burnham Lambert March 1987 - February 1990
Skills
Derivatives, Fixed Income, Trading Systems, Equities, Securities, Market Data, Software Development, C#
Education
Carnegie Mellon University 1984 — 1986
MS, Concentration in Mgmt Information Systems
Ashland University 1979 — 1984
BS, Mathematics
Michael Bayles, CFA's Drexel Burnham Lambert Experience 1985 - 1987
Job Senior Director of Investment and Fiduciary Services at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank July 2011 - Present
Wells Fargo Private Bank June 2010 - July 2011
The Bank of New York Mellon Corp. 1988 - June 2010
Drexel Burnham Lambert 1985 - 1987
Skills
Portfolio Management, Alternative Investments, Asset Management, Investments, Fixed Income, Private Equity, Asset Managment, Equities, Hedge Funds, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Securities, Investment Management, Series 7
Education
Bucknell University 1982 — 1985
B.S., Business Admin. / Finance
Wells Fargo Private Bank July 2011 - Present
Wells Fargo Private Bank June 2010 - July 2011
The Bank of New York Mellon Corp. 1988 - June 2010
Drexel Burnham Lambert 1985 - 1987
Skills
Portfolio Management, Alternative Investments, Asset Management, Investments, Fixed Income, Private Equity, Asset Managment, Equities, Hedge Funds, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Securities, Investment Management, Series 7
Education
Bucknell University 1982 — 1985
B.S., Business Admin. / Finance
June D'Orsi Ventresca's Drexel Burnham Lambert Experience 1986 - 1989
Job Loan Securitization
Industry Investment Banking
Experience
Lehman Brothers 1990 - 1993
FGIC 1989 - 1990
Drexel Burnham Lambert 1986 - 1989
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA 1990, Finance
Boston College 1980 — 1984
BA, Mathematics
Lehman Brothers 1990 - 1993
FGIC 1989 - 1990
Drexel Burnham Lambert 1986 - 1989
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA 1990, Finance
Boston College 1980 — 1984
BA, Mathematics
Mary Beth Carlisle's Drexel Burnham Lambert Experience January 1987 - January 1989
Job Account Manager at Advanced Sterilization Products
Industry Medical Devices
Experience
Advanced Sterilization Products August 2014 - Present
Symmetry Medical January 2012 - Present
Johnson & Johnson October 2009 - January 2012
Johnson & Johnson February 2000 - October 2009
Johnson & Johnson January 1992 - February 2000
Codman&Shurtleff, Johnson&Johnson January 1990 - January 1992
Codman&Shurtleff, Johnson&Johnson January 1989 - January 1990
Drexel Burnham Lambert January 1987 - January 1989
Education
Babson College - Franklin W. Olin Graduate School of Business
Masters, Business Administration
L'Universite de Paris
Regis College
Bachelor of Arts, Business Administration
Advanced Sterilization Products August 2014 - Present
Symmetry Medical January 2012 - Present
Johnson & Johnson October 2009 - January 2012
Johnson & Johnson February 2000 - October 2009
Johnson & Johnson January 1992 - February 2000
Codman&Shurtleff, Johnson&Johnson January 1990 - January 1992
Codman&Shurtleff, Johnson&Johnson January 1989 - January 1990
Drexel Burnham Lambert January 1987 - January 1989
Education
Babson College - Franklin W. Olin Graduate School of Business
Masters, Business Administration
L'Universite de Paris
Regis College
Bachelor of Arts, Business Administration
Maria Spinelli's Drexel Burnham Lambert Experience October 1984 - September 1990
Job Managing Director at Ambac
Industry Financial Services
Experience
Ambac May 2007 - Present
Barclays June 2003 - January 2006
Norddeutsche Landesbank August 1998 - June 2003
Banca Popolare di Milano April 1991 - August 1998
Drexel Burnham Lambert October 1984 - September 1990
Skills
Capital Markets, Fixed Income, Structured Products, ABS, Portfolio Management, Asset Management, Investments, RMBS, CDO, Structured Finance...
Education
Boston University Questrom School of Business 1980 — 1984
BSBA, Accounting/Finance
Ambac May 2007 - Present
Barclays June 2003 - January 2006
Norddeutsche Landesbank August 1998 - June 2003
Banca Popolare di Milano April 1991 - August 1998
Drexel Burnham Lambert October 1984 - September 1990
Skills
Capital Markets, Fixed Income, Structured Products, ABS, Portfolio Management, Asset Management, Investments, RMBS, CDO, Structured Finance...
Education
Boston University Questrom School of Business 1980 — 1984
BSBA, Accounting/Finance
Richard Dupuis's Drexel Burnham Lambert Experience 1980 - 1984
Job Senior Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
Dublind Partners 2000 - 2004
UBS 1997 - 2000
Dillon Read Capital Management 1984 - 1997
Drexel Burnham Lambert 1980 - 1984
Bear Stearns 1977 - 1980
Smith Barney 1975 - 1977
NASD 1973 - 1975
Education
Bryant University 1969 — 1973
BS, Management, Business Management
Merrill Lynch January 2005 - Present
Dublind Partners 2000 - 2004
UBS 1997 - 2000
Dillon Read Capital Management 1984 - 1997
Drexel Burnham Lambert 1980 - 1984
Bear Stearns 1977 - 1980
Smith Barney 1975 - 1977
NASD 1973 - 1975
Education
Bryant University 1969 — 1973
BS, Management, Business Management
Paul A. Cacioppo's Drexel Burnham Lambert Experience January 1980 - February 1984
Job Senior DirectorStrategic Planning & Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 1984 - Present
Drexel Burnham Lambert January 1980 - February 1984
Skills
Six Sigma, Strategic Planning, Equities, Fixed Income, Trading Systems, Capital Markets, Options, Securities, Back Office, Corporate Actions, Alternative Investments, Trading, Vendor Management, PMO, Financial Markets
Education
City University of New York-Brooklyn College 1978 — 1982
BA Economics, Macro/Micro Economics, Computer Science Languages, Accounting
Brooklyn Technical High School 1973 — 1977
HS Regents, Electrical & Electronics
Fidelity Investments February 1984 - Present
Drexel Burnham Lambert January 1980 - February 1984
Skills
Six Sigma, Strategic Planning, Equities, Fixed Income, Trading Systems, Capital Markets, Options, Securities, Back Office, Corporate Actions, Alternative Investments, Trading, Vendor Management, PMO, Financial Markets
Education
City University of New York-Brooklyn College 1978 — 1982
BA Economics, Macro/Micro Economics, Computer Science Languages, Accounting
Brooklyn Technical High School 1973 — 1977
HS Regents, Electrical & Electronics
Mara Stempler's Drexel Burnham Lambert Experience February 1988 - September 1989
Job Chief Financial Officer at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. September 2015 - Present
Auerbach Grayson and Company, LLC November 2013 - August 2015
Burnham Financial Group, Burnham Asset Management, Burnham Securities Inc. March 1995 - November 2013
Burnham Asset Management Corp. September 1989 - March 1995
Drexel Burnham Lambert February 1988 - September 1989
Skills
Financial Reporting, Asset Management, Financial Management, Financial Analysis, GAAP, Accounting, Financial Accounting, US GAAP, Compliance, Due Diligence, Investments, Tax, Forecasting, Audit, Cash Flow, Strategic Financial..., Portfolio Management, Start-ups, Investment Advisory, Wealth Management, Mutual Funds, Finance, Auditing
Education
Binghamton University - School of Management 1983 — 1986
BS, Accounting
Summit Financial Resources, Inc. September 2015 - Present
Auerbach Grayson and Company, LLC November 2013 - August 2015
Burnham Financial Group, Burnham Asset Management, Burnham Securities Inc. March 1995 - November 2013
Burnham Asset Management Corp. September 1989 - March 1995
Drexel Burnham Lambert February 1988 - September 1989
Skills
Financial Reporting, Asset Management, Financial Management, Financial Analysis, GAAP, Accounting, Financial Accounting, US GAAP, Compliance, Due Diligence, Investments, Tax, Forecasting, Audit, Cash Flow, Strategic Financial..., Portfolio Management, Start-ups, Investment Advisory, Wealth Management, Mutual Funds, Finance, Auditing
Education
Binghamton University - School of Management 1983 — 1986
BS, Accounting
David J. Shapiro's Drexel Burnham Lambert Experience 1987 - 1990
Job Vice President, Wealth Management at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman 2005 - Present
National Securities Corp. 2004 - 2005
Goldman Sachs April 1990 - November 2002
Drexel Burnham Lambert 1987 - 1990
CBS, Inc. 1985 - 1986
Sweetheart Plastics, Inc. 1980 - 1982
New Jersey Superior Court 1978 - 1979
Skills
Capital Markets, Asset Allocation, Financial Services, Team Building, Alternative Investments, Hedge Funds, Fixed Income, Equities, Private Equity, Securities, Asset Managment, Mutual Funds, Portfolio Management, Asset Management, Entrepreneurship, Wealth Management, Mergers & Acquisitions, Investments
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Rutgers University School of Law - Camden 1975 — 1978
JD, Law
Brandeis University 1971 — 1975
BA, History
Swampscott High School
Neuberger Berman 2005 - Present
National Securities Corp. 2004 - 2005
Goldman Sachs April 1990 - November 2002
Drexel Burnham Lambert 1987 - 1990
CBS, Inc. 1985 - 1986
Sweetheart Plastics, Inc. 1980 - 1982
New Jersey Superior Court 1978 - 1979
Skills
Capital Markets, Asset Allocation, Financial Services, Team Building, Alternative Investments, Hedge Funds, Fixed Income, Equities, Private Equity, Securities, Asset Managment, Mutual Funds, Portfolio Management, Asset Management, Entrepreneurship, Wealth Management, Mergers & Acquisitions, Investments
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Rutgers University School of Law - Camden 1975 — 1978
JD, Law
Brandeis University 1971 — 1975
BA, History
Swampscott High School
Jonathan Gottlieb's Drexel Burnham Lambert Experience August 1985 - June 1988
Job Managing Director/Associate General Counsel at RBS Global Banking and Markets
Industry Financial Services
Experience
RBS Global Banking & Markets September 2004 - Present
UBS Investment Bank November 2000 - September 2004
PaineWebber May 1997 - November 2000
US Securities and Exchange Commission September 1992 - May 1997
Drexel Burnham Lambert August 1985 - June 1988
Skills
Securities, Securities Regulation, Hedge Funds, SEC, Dodd-Frank, Securities Litigation, Fraud, Financial Regulation, Securities Lending, Banking Law
Education
Brooklyn Law School 1989 — 1992
JD, Law
Union College 1981 — 1985
BA, History
RBS Global Banking & Markets September 2004 - Present
UBS Investment Bank November 2000 - September 2004
PaineWebber May 1997 - November 2000
US Securities and Exchange Commission September 1992 - May 1997
Drexel Burnham Lambert August 1985 - June 1988
Skills
Securities, Securities Regulation, Hedge Funds, SEC, Dodd-Frank, Securities Litigation, Fraud, Financial Regulation, Securities Lending, Banking Law
Education
Brooklyn Law School 1989 — 1992
JD, Law
Union College 1981 — 1985
BA, History
Keith Hall's Drexel Burnham Lambert Experience January 1985 - December 1989
Job Managing Partner at KBS Capital Advisors
Industry Real Estate
Experience
KBS Capital Advisors 2006 - Present
KBS Capital Advisors January 2005 - Present
Credit Suisse First Boston July 1995 - December 1999
Nomura Securities America January 1992 - April 1995
Nomura Securities 1993 - 1995
Drexel Burnham Lambert January 1985 - December 1989
Skills
Real Estate Financing, Real Estate Development, Disposition, Mezzanine, Real Estate, Valuation, Series 7, Real Estate Economics, Management, CMBS, Investments
Education
California State University-Sacramento 1979 — 1981
Bachelor of Business Administration (B.B.A.), Accountint
Healdsburg High School
KBS Capital Advisors 2006 - Present
KBS Capital Advisors January 2005 - Present
Credit Suisse First Boston July 1995 - December 1999
Nomura Securities America January 1992 - April 1995
Nomura Securities 1993 - 1995
Drexel Burnham Lambert January 1985 - December 1989
Skills
Real Estate Financing, Real Estate Development, Disposition, Mezzanine, Real Estate, Valuation, Series 7, Real Estate Economics, Management, CMBS, Investments
Education
California State University-Sacramento 1979 — 1981
Bachelor of Business Administration (B.B.A.), Accountint
Healdsburg High School
Laura Maher's Drexel Burnham Lambert Experience January 1988 - March 1990
Job Human Resources Director West Coast
Industry Human Resources
Experience
Sidley Austin 1990 - Present
Drexel Burnham Lambert January 1988 - March 1990
Skills
Human Resources, Employee Relations, Recruiting, Management, Talent Acquisition, Onboarding, Employment Law, Benefits Administration, Contract Negotiation, Talent Management, Organizational...
Education
California State University-Los Angeles 1980 — 1982
BA, Journalism
Sidley Austin 1990 - Present
Drexel Burnham Lambert January 1988 - March 1990
Skills
Human Resources, Employee Relations, Recruiting, Management, Talent Acquisition, Onboarding, Employment Law, Benefits Administration, Contract Negotiation, Talent Management, Organizational...
Education
California State University-Los Angeles 1980 — 1982
BA, Journalism
Sam Berger's Drexel Burnham Lambert Experience June 1980 - April 1981
Job Chief Financial Officer at Paragon Coffee Trading Co. L.P.Retired
Industry Import and Export
Experience
Paragon Coffee Trading Co., L.P. September 1993 - September 2011
E.D. & F Man 1981 - 1993
Drexel Burnham Lambert June 1980 - April 1981
Imperial Commodities Corporation, Inc. January 1970 - June 1980
United States Navy May 1966 - January 1970
Education
Baruch College, City University of New York (CUNY) 1963 — 1973
Undergrad, Accounting
Paragon Coffee Trading Co., L.P. September 1993 - September 2011
E.D. & F Man 1981 - 1993
Drexel Burnham Lambert June 1980 - April 1981
Imperial Commodities Corporation, Inc. January 1970 - June 1980
United States Navy May 1966 - January 1970
Education
Baruch College, City University of New York (CUNY) 1963 — 1973
Undergrad, Accounting
Henry Schiff's Drexel Burnham Lambert Experience December 1985 - March 1990
Job Sr. Director, Global Operational Risk Manager, eSolutions at Newedge
Industry Financial Services
Experience
Newedge May 2011 - Present
Newedge USA, LLC January 2008 - April 2011
Newedge Group 2008 - 2009
Calyon Financial 1999 - 2009
Calyon Financial, formerly Carr Futures 2002 - 2004
ING Futures & Options August 1990 - July 1999
Carr Futures 1990 - 1995
Drexel Burnham Lambert December 1985 - March 1990
Skills
Derivatives, Risk Assessment, Fixed Income, Equities, Options, Financial Risk, Financial Audits, Futures, Trading, Electronic Trading, Risk Management, Commodity, Financial Markets, Hedge Funds, Investments, Capital Markets, Technical Analysis, Financial Services, Credit, Securities, Asset Management, Trading Systems, Operational Risk, Hedging
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance and Marketing
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Finance
Newedge May 2011 - Present
Newedge USA, LLC January 2008 - April 2011
Newedge Group 2008 - 2009
Calyon Financial 1999 - 2009
Calyon Financial, formerly Carr Futures 2002 - 2004
ING Futures & Options August 1990 - July 1999
Carr Futures 1990 - 1995
Drexel Burnham Lambert December 1985 - March 1990
Skills
Derivatives, Risk Assessment, Fixed Income, Equities, Options, Financial Risk, Financial Audits, Futures, Trading, Electronic Trading, Risk Management, Commodity, Financial Markets, Hedge Funds, Investments, Capital Markets, Technical Analysis, Financial Services, Credit, Securities, Asset Management, Trading Systems, Operational Risk, Hedging
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance and Marketing
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Finance
DANIEL McISAAC's Drexel Burnham Lambert Experience June 1986 - September 1989
Job Director Financial Services Regulatory Practice at KPMG LLP
Industry Investment Banking
Experience
KPMG LLP March 2010 - Present
Own Account July 2009 - March 2010
SIFMA Capital Committee 1995 - 2010
UBS SECURITIES LLC September 1994 - June 2009
Dean Witter October 1989 - September 1994
Drexel Burnham Lambert June 1986 - September 1989
Deloitte June 1978 - June 1986
Skills
Managerial Finance, Hedge Funds, Capital Markets, Derivatives, Fixed Income, Internal Audit, Financial Services, Investment Banking, Securities, Risk Management, Equities, Financial Analysis, Due Diligence, Management, Finance, Corporate Finance, Financial Risk, Auditing, Private Equity, Financial Reporting, Accounting, Financial Markets
Education
City University of New York-Herbert H. Lehman College 1974 — 1978
BS ACCOUNTING, ACCOUNTING
KPMG LLP March 2010 - Present
Own Account July 2009 - March 2010
SIFMA Capital Committee 1995 - 2010
UBS SECURITIES LLC September 1994 - June 2009
Dean Witter October 1989 - September 1994
Drexel Burnham Lambert June 1986 - September 1989
Deloitte June 1978 - June 1986
Skills
Managerial Finance, Hedge Funds, Capital Markets, Derivatives, Fixed Income, Internal Audit, Financial Services, Investment Banking, Securities, Risk Management, Equities, Financial Analysis, Due Diligence, Management, Finance, Corporate Finance, Financial Risk, Auditing, Private Equity, Financial Reporting, Accounting, Financial Markets
Education
City University of New York-Herbert H. Lehman College 1974 — 1978
BS ACCOUNTING, ACCOUNTING
Matt Hills's Drexel Burnham Lambert Experience 1987 - 1990
Job Managing Director at LLM Capital Partners
Industry Financial Services
Experience
LLM Capital Partners 2007 - Present
Signature Capital Partners 2005 - 2006
Berkshire Group/BG Affiliates 1993 - 2005
LEK Partners 1990 - 1993
Drexel Burnham Lambert 1987 - 1990
Associate Consultant 1982 - 1985
Skills
Mergers, Portfolio Management, Private Equity, Start-ups, Venture Capital, Investments, Mergers & Acquisitions, Strategic Planning, Entrepreneurship, Business Strategy
Education
Harvard Business School 1985 — 1987
MBA
Brandeis University 1977 — 1981
Bachelor of Arts (B.A.), Economics and Politics
LLM Capital Partners 2007 - Present
Signature Capital Partners 2005 - 2006
Berkshire Group/BG Affiliates 1993 - 2005
LEK Partners 1990 - 1993
Drexel Burnham Lambert 1987 - 1990
Associate Consultant 1982 - 1985
Skills
Mergers, Portfolio Management, Private Equity, Start-ups, Venture Capital, Investments, Mergers & Acquisitions, Strategic Planning, Entrepreneurship, Business Strategy
Education
Harvard Business School 1985 — 1987
MBA
Brandeis University 1977 — 1981
Bachelor of Arts (B.A.), Economics and Politics
Aaron Graves's Drexel Burnham Lambert Experience 1985 - 1990
Job SVP z/VM zLinux at Citigroup
Industry Financial Services
Experience
Citigroup SVP Communications SystemsSmith BarneyDecember 1990 - March 1997
Drexel Burnham Lambert 1985 - 1990
Brooklyn Union Gas 1979 - 1984
Skills
Mainframe, z/VM, Business Analysis, zLinux, IT Strategy, Enterprise Architecture, System Administration, Unix, Middleware, SDLC, Disaster Recovery, Vendor Management, Integration, z/OS, IT Management, Cloud Computing, JCL, DB2, Visio, IBM Mainframe, Trading Systems, Requirements Analysis, COBOL, Solaris, SQL, Performance Tuning, TSO, ISPF, CICS, Enterprise Software, AIX, Software Development, IT Service Management, Software Project..., Security, OS/390, Virtualization, Banking, ITIL, IT Operations, Sybase, JES2, Storage, Solution Architecture, Business Continuity, Data Center, MVS, Program Management, High Availability, Databases
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Computer & Information Science
Citigroup SVP Communications SystemsSmith BarneyDecember 1990 - March 1997
Drexel Burnham Lambert 1985 - 1990
Brooklyn Union Gas 1979 - 1984
Skills
Mainframe, z/VM, Business Analysis, zLinux, IT Strategy, Enterprise Architecture, System Administration, Unix, Middleware, SDLC, Disaster Recovery, Vendor Management, Integration, z/OS, IT Management, Cloud Computing, JCL, DB2, Visio, IBM Mainframe, Trading Systems, Requirements Analysis, COBOL, Solaris, SQL, Performance Tuning, TSO, ISPF, CICS, Enterprise Software, AIX, Software Development, IT Service Management, Software Project..., Security, OS/390, Virtualization, Banking, ITIL, IT Operations, Sybase, JES2, Storage, Solution Architecture, Business Continuity, Data Center, MVS, Program Management, High Availability, Databases
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Computer & Information Science
Justin D'Affronte's Drexel Burnham Lambert Experience January 1979 - December 1983
Job Managing Director, Business Development at HFSolutions : Hedge Funds, Private Equity, and Asset Managers.
Industry Financial Services
Experience
HF-Solutions September 2008 - Present
Principle Advisors Inc. July 2002 - September 2008
Golden Harris Capital Group Inc September 1999 - August 2002
M J Holdings September 1996 - June 1998
John Hancock / Tucker Anthony January 1989 - December 1996
Lehman Brothers January 1983 - December 1989
Drexel Burnham Lambert January 1979 - December 1983
L.F.Rothschild & Co January 1971 - December 1977
Skills
Portfolio Management, Investments, Asset Management, Equities, Capital Markets, Hedge Funds, Risk Management, Alternative Investments, Trading, Financial Services, Strategy, Securities, Mutual Funds, CRM, Bonds, Banking, Leadership, Private Equity, Insurance, Finance, Series 7, Management, Fixed Income, Investment Banking, Trading Systems, Financial Modeling, Derivatives
Education
City University of New York 1965 — 1969
BA, Economics
HF-Solutions September 2008 - Present
Principle Advisors Inc. July 2002 - September 2008
Golden Harris Capital Group Inc September 1999 - August 2002
M J Holdings September 1996 - June 1998
John Hancock / Tucker Anthony January 1989 - December 1996
Lehman Brothers January 1983 - December 1989
Drexel Burnham Lambert January 1979 - December 1983
L.F.Rothschild & Co January 1971 - December 1977
Skills
Portfolio Management, Investments, Asset Management, Equities, Capital Markets, Hedge Funds, Risk Management, Alternative Investments, Trading, Financial Services, Strategy, Securities, Mutual Funds, CRM, Bonds, Banking, Leadership, Private Equity, Insurance, Finance, Series 7, Management, Fixed Income, Investment Banking, Trading Systems, Financial Modeling, Derivatives
Education
City University of New York 1965 — 1969
BA, Economics
Cary Maultasch's Drexel Burnham Lambert Experience May 1983 - December 1989
Job Capital Markets Professional
Industry Capital Markets
Experience
Drexel Burnham Lambert May 1983 - December 1989
Solomon Brothers March 1978 - May 1983
Solomon Brothers March 1977 - May 1983
Skills
Capital Markets, Equities, Derivatives, Financial Analysis, Fixed Income, Trading, Financial Modeling, Investments, Risk Management, Investment Banking, Valuation, Portfolio Management, Financial Markets, Hedge Funds, Alternative Investments, Financial Engineering
Education
Boston University 1970 — 1973
Bachelor's degree, Accounting and Finance
Drexel Burnham Lambert May 1983 - December 1989
Solomon Brothers March 1978 - May 1983
Solomon Brothers March 1977 - May 1983
Skills
Capital Markets, Equities, Derivatives, Financial Analysis, Fixed Income, Trading, Financial Modeling, Investments, Risk Management, Investment Banking, Valuation, Portfolio Management, Financial Markets, Hedge Funds, Alternative Investments, Financial Engineering
Education
Boston University 1970 — 1973
Bachelor's degree, Accounting and Finance
Lawrence Bottiglieri's Drexel Burnham Lambert Experience August 1976 - August 1979
Job Foreign Tax Relief Specialist
Industry Financial Services
Experience
Depository Trust Clearing Corp August 1979 - January 2010
Drexel Burnham Lambert August 1976 - August 1979
Education
City University of New York City College 1973 — 1974
Liberal Arts
Depository Trust Clearing Corp August 1979 - January 2010
Drexel Burnham Lambert August 1976 - August 1979
Education
City University of New York City College 1973 — 1974
Liberal Arts
Gary Bricker's Drexel Burnham Lambert Experience May 1986 - February 1989
Job Senior Gas Scheduler at Noble Americas
Industry Oil & Energy
Experience
Noble Americas July 2014 - Present
National Grid December 2013 - July 2014
Starion Energy November 2012 - February 2013
Societe Generale September 2011 - May 2012
Sempra Energy Trading May 1996 - August 2011
Morgan Stanley February 1989 - May 1996
Drexel Burnham Lambert May 1986 - February 1989
Skills
Natural Gas, Trading, Pipelines, Transportation..., Transportation, Petroleum, Energy Markets, Energy, Contract Negotiation, Contract Management, Operations Management, LNG, Commodity, Energy Industry, Hedging, Gas, Risk Management, Commodity Markets, Trading Systems, Proprietary Trading, Middle Office, Asset Management, Electronic Trading
Education
Queens College 1982 — 1986
BA, Accounting
Brigham Young University
Brigham Young University
Noble Americas July 2014 - Present
National Grid December 2013 - July 2014
Starion Energy November 2012 - February 2013
Societe Generale September 2011 - May 2012
Sempra Energy Trading May 1996 - August 2011
Morgan Stanley February 1989 - May 1996
Drexel Burnham Lambert May 1986 - February 1989
Skills
Natural Gas, Trading, Pipelines, Transportation..., Transportation, Petroleum, Energy Markets, Energy, Contract Negotiation, Contract Management, Operations Management, LNG, Commodity, Energy Industry, Hedging, Gas, Risk Management, Commodity Markets, Trading Systems, Proprietary Trading, Middle Office, Asset Management, Electronic Trading
Education
Queens College 1982 — 1986
BA, Accounting
Brigham Young University
Brigham Young University
Brett Tarleton's Drexel Burnham Lambert Experience September 1987 - April 1989
Job Executive Director at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. May 2006 - Present
Criterion Research January 2004 - May 2006
State Street - Elkins/McSherry January 1995 - January 2004
New Line Cinema May 1993 - April 1996
Shearson Lehman Brothers, Inc. December 1990 - December 1992
Smith Barney Harris Upham, Inc. May 1989 - December 1990
Drexel Burnham Lambert September 1987 - April 1989
Skills
Hedge Funds, Portfolio Management, Equities, Asset Management, Finance
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Finance, Marketing
Boston University Questrom School of Business 1983 — 1987
BSBA, Finance
MSCI Inc. May 2006 - Present
Criterion Research January 2004 - May 2006
State Street - Elkins/McSherry January 1995 - January 2004
New Line Cinema May 1993 - April 1996
Shearson Lehman Brothers, Inc. December 1990 - December 1992
Smith Barney Harris Upham, Inc. May 1989 - December 1990
Drexel Burnham Lambert September 1987 - April 1989
Skills
Hedge Funds, Portfolio Management, Equities, Asset Management, Finance
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Finance, Marketing
Boston University Questrom School of Business 1983 — 1987
BSBA, Finance
Alan Novack, PMP's Drexel Burnham Lambert Experience 1986 - 1989
Job Project ManagerADP Benefits
Industry Outsourcing/Offshoring
Experience
Automatic Data Processing November 2009 - November 2012
Donaldson, Lufkin & Jenrette 1989 - 1996
Drexel Burnham Lambert 1986 - 1989
Skills
Outsourcing, Process Improvement, HRIS, Business Analysis, Project Management, Business Process..., Performance Management, Vendor Management, Change Management, Requirements Analysis, Risk Management, Business Intelligence, SDLC
Education
Brandeis University 1979 — 1983
BS, Computer Science
Automatic Data Processing November 2009 - November 2012
Donaldson, Lufkin & Jenrette 1989 - 1996
Drexel Burnham Lambert 1986 - 1989
Skills
Outsourcing, Process Improvement, HRIS, Business Analysis, Project Management, Business Process..., Performance Management, Vendor Management, Change Management, Requirements Analysis, Risk Management, Business Intelligence, SDLC
Education
Brandeis University 1979 — 1983
BS, Computer Science
Kelly Babson's Drexel Burnham Lambert Experience 1982 - 1987
Job Corporate Attorney Focused on Securities and Public Company Transactions
Industry Law Practice
Experience
Nixon Peabody LLP September 2006 - Present
Deutsche Asset Management 2002 - 2003
Zurich Scudder Investments (formerly Scudder, Stevens & Clark) 1995 - 2002
Drexel Burnham Lambert 1982 - 1987
Education
Boston College Law School 2003 — 2006
JD, Law
New York University, Stern School of Business 1981 — 1985
MBA, Finance
Georgetown University 1978 — 1981
BA, Political Science
Nixon Peabody LLP September 2006 - Present
Deutsche Asset Management 2002 - 2003
Zurich Scudder Investments (formerly Scudder, Stevens & Clark) 1995 - 2002
Drexel Burnham Lambert 1982 - 1987
Education
Boston College Law School 2003 — 2006
JD, Law
New York University, Stern School of Business 1981 — 1985
MBA, Finance
Georgetown University 1978 — 1981
BA, Political Science
joellen sarnelli's Drexel Burnham Lambert Experience March 1986 - June 1990
Job Corporate Controller
Industry Entertainment
Experience
True Entertainment/Original Media May 2015 - Present
True Entertainment, LLC August 2013 - May 2015
RR Donnelley (Formerly Bowne and Company thru 2010) September 1998 - July 2013
S.A. Linker, CPA April 1994 - January 1998
Bowne and Company April 1992 - November 1993
American Express July 1990 - August 1991
Drexel Burnham Lambert March 1986 - June 1990
Skills
Computer Proficiency, Project Management, Key Account Management, Communication Skills, Consulting, Financial Reporting, Pricing
Education
Brooklyn College 2002 — 2004
Master of Science (MS), Education
CW Post University 1986 — 1990
Master of Science (MS), Accounting and Finance
Stony Brook University 1983 — 1986
Bachelor of Arts (BA), Social Science Interdisciplinary
True Entertainment/Original Media May 2015 - Present
True Entertainment, LLC August 2013 - May 2015
RR Donnelley (Formerly Bowne and Company thru 2010) September 1998 - July 2013
S.A. Linker, CPA April 1994 - January 1998
Bowne and Company April 1992 - November 1993
American Express July 1990 - August 1991
Drexel Burnham Lambert March 1986 - June 1990
Skills
Computer Proficiency, Project Management, Key Account Management, Communication Skills, Consulting, Financial Reporting, Pricing
Education
Brooklyn College 2002 — 2004
Master of Science (MS), Education
CW Post University 1986 — 1990
Master of Science (MS), Accounting and Finance
Stony Brook University 1983 — 1986
Bachelor of Arts (BA), Social Science Interdisciplinary
Sharon Lindsey's Drexel Burnham Lambert Experience May 1988 - August 1988
Job National Executive Recruiter at the Lindsey Group
Industry Building Materials
Experience
The Lindsey Group Inc. June 2013 - Present
Jewish Federation of Palm Beach County July 1999 - June 2013
Sharon Cooper Company September 1997 - July 1999
Prudential Preferred Financial Services November 1994 - September 1997
US Securities and Exchange Commission August 1992 - January 1993
New York Stock Exchange Enforcement Division May 1992 - August 1992
Drexel Burnham Lambert May 1988 - August 1988
Skills
Planned Giving, Philanthropy, Fundraising, Annual Giving, Stewardship, Charitable Trusts, Board Development, Estate Planning, Nonprofits, Endowments, Building Materials, Recruiting, Sales, Management, Tax Law, Non-profits, Charities, Life Insurance, Securities Regulation, Executive Search, High Net Worth...
Education
Shephard Broad Law School Nova Southeastern University 1990 — 1993
Doctor of Law (J.D.), Law
Boston University 1986 — 1990
Bachelor's degree, Accounting and Finance
The Lindsey Group Inc. June 2013 - Present
Jewish Federation of Palm Beach County July 1999 - June 2013
Sharon Cooper Company September 1997 - July 1999
Prudential Preferred Financial Services November 1994 - September 1997
US Securities and Exchange Commission August 1992 - January 1993
New York Stock Exchange Enforcement Division May 1992 - August 1992
Drexel Burnham Lambert May 1988 - August 1988
Skills
Planned Giving, Philanthropy, Fundraising, Annual Giving, Stewardship, Charitable Trusts, Board Development, Estate Planning, Nonprofits, Endowments, Building Materials, Recruiting, Sales, Management, Tax Law, Non-profits, Charities, Life Insurance, Securities Regulation, Executive Search, High Net Worth...
Education
Shephard Broad Law School Nova Southeastern University 1990 — 1993
Doctor of Law (J.D.), Law
Boston University 1986 — 1990
Bachelor's degree, Accounting and Finance
Mark Lanigan's Drexel Burnham Lambert Experience September 1986 - February 1990
Job Operating Executive at Tailwind Capital
Industry Venture Capital & Private Equity
Experience
Tailwind Capital June 2015 - Present
Black Canyon Capital 2004 - Present
Credit Suisse November 2000 - May 2004
Donaldson, Lufkin & Jenrette February 1990 - November 2000
Drexel Burnham Lambert September 1986 - February 1990
Education
Harvard Business School 1983 — 1986
MBA, Finance
Harvard Law School 1982 — 1986
JD
Colgate University 1978 — 1982
BA, Economics and Political Science
Tailwind Capital June 2015 - Present
Black Canyon Capital 2004 - Present
Credit Suisse November 2000 - May 2004
Donaldson, Lufkin & Jenrette February 1990 - November 2000
Drexel Burnham Lambert September 1986 - February 1990
Education
Harvard Business School 1983 — 1986
MBA, Finance
Harvard Law School 1982 — 1986
JD
Colgate University 1978 — 1982
BA, Economics and Political Science
Derek Niu's Drexel Burnham Lambert Experience August 1987 - February 1990
Job Investment Offficer at LA Fire & Poilice Pensions
Industry Government Administration
Experience
Los Angeles Fire and Police Pensions November 2007 - Present
Countrywide Financial August 2000 - November 2007
CalPERS January 1998 - July 2000
Bank of America August 1992 - December 1997
Drexel Burnham Lambert August 1987 - February 1990
Skills
Portfolio Management, Investments, Credit, Financial Analysis, Risk Management, Asset Management, Valuation, Analysis, Fixed Income, Due Diligence, Corporate Finance, Banking, Finance, Loans, Strategy, Budgets, Capital Markets
Education
California State University-Fullerton
Master of Business Administration (MBA), Finance, General
University of Southern California
Master of Science (M.S.), Chemical Engineering
University of Wisconsin-Madison
Bachelor of Science (BS), Chemical Engineering
Los Angeles Fire and Police Pensions November 2007 - Present
Countrywide Financial August 2000 - November 2007
CalPERS January 1998 - July 2000
Bank of America August 1992 - December 1997
Drexel Burnham Lambert August 1987 - February 1990
Skills
Portfolio Management, Investments, Credit, Financial Analysis, Risk Management, Asset Management, Valuation, Analysis, Fixed Income, Due Diligence, Corporate Finance, Banking, Finance, Loans, Strategy, Budgets, Capital Markets
Education
California State University-Fullerton
Master of Business Administration (MBA), Finance, General
University of Southern California
Master of Science (M.S.), Chemical Engineering
University of Wisconsin-Madison
Bachelor of Science (BS), Chemical Engineering
Elaine Hitsous's Drexel Burnham Lambert Experience January 1978 - May 1989
Job Assistant Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank February 2006 - Present
Deutsche Bank June 1999 - February 2006
Bankers Trust November 1989 - June 1999
Drexel Burnham Lambert January 1978 - May 1989
Skills
Administration, Financial Reporting, Finance, Banking, Corporate Finance, Financial Modeling, Information Security, Network Security, Portfolio Management, Asset Management, Project Management
Education
Hunter College
Deutsche Bank February 2006 - Present
Deutsche Bank June 1999 - February 2006
Bankers Trust November 1989 - June 1999
Drexel Burnham Lambert January 1978 - May 1989
Skills
Administration, Financial Reporting, Finance, Banking, Corporate Finance, Financial Modeling, Information Security, Network Security, Portfolio Management, Asset Management, Project Management
Education
Hunter College
Susan Salerni's Drexel Burnham Lambert Experience March 1985 - July 1991
Job Seller Development at Convergys
Industry Telecommunications
Experience
Convergys August 2013 - Present
Alorica August 2008 - Present
Drexel Burnham Lambert March 1985 - July 1991
LF Rothschild Unterberg & Towbin 1984 - 1985
Advest, Inc. 1982 - 1984
Bruns Nordeman Rea 1967 - 1982
Skills
Call Center, Customer Service, Microsoft Office, Microsoft Excel, Sales, Team Leadership, Customer Satisfaction, Outlook, Account Management, Data Entry, Customer Retention, Call Centers, Time Management
Education
Brooklyn College 1960 — 1972
Television Production
Convergys August 2013 - Present
Alorica August 2008 - Present
Drexel Burnham Lambert March 1985 - July 1991
LF Rothschild Unterberg & Towbin 1984 - 1985
Advest, Inc. 1982 - 1984
Bruns Nordeman Rea 1967 - 1982
Skills
Call Center, Customer Service, Microsoft Office, Microsoft Excel, Sales, Team Leadership, Customer Satisfaction, Outlook, Account Management, Data Entry, Customer Retention, Call Centers, Time Management
Education
Brooklyn College 1960 — 1972
Television Production
Randy Bort's Drexel Burnham Lambert Experience July 1988 - April 1990
Job Partner at SandTree Holdings, LLC
Industry Real Estate
Experience
SandTree Holdings, LLC November 2012 - Present
Imperial Capital, LLC 2009 - 2012
The Mercanti Group February 2003 - December 2009
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette January 1999 - April 2002
Donaldson, Lufkin & Jenrette January 1996 - January 1999
Donaldson, Lufkin & Jenrette March 1994 - January 1996
Drexel Burnham Lambert July 1988 - April 1990
Drexel Burnham Lambert June 1986 - July 1988
Skills
Investment Banking, Mergers, Corporate Finance, Capital Markets, Equities, Fixed Income, Financial Modeling, Valuation
Education
Wharton School, University of Pennsylvania 1990 — 1992
Master of Business Administration (MBA), Economics and Entrepreneurial Management
Claremont McKenna College 1982 — 1986
Bachelor of Arts (B.A.), Economics and Mathematics
SandTree Holdings, LLC November 2012 - Present
Imperial Capital, LLC 2009 - 2012
The Mercanti Group February 2003 - December 2009
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette January 1999 - April 2002
Donaldson, Lufkin & Jenrette January 1996 - January 1999
Donaldson, Lufkin & Jenrette March 1994 - January 1996
Drexel Burnham Lambert July 1988 - April 1990
Drexel Burnham Lambert June 1986 - July 1988
Skills
Investment Banking, Mergers, Corporate Finance, Capital Markets, Equities, Fixed Income, Financial Modeling, Valuation
Education
Wharton School, University of Pennsylvania 1990 — 1992
Master of Business Administration (MBA), Economics and Entrepreneurial Management
Claremont McKenna College 1982 — 1986
Bachelor of Arts (B.A.), Economics and Mathematics
David Elgart's Drexel Burnham Lambert Experience 1983 - 1988
Job Assistant Head of the Upper School
Industry Primary/Secondary Education
Experience
Bank Street College 2011 - Present
The Buckley School, NYC 2006 - Present
Franklin and Marshall College 1996 - 2011
Bank Street School for Children 2003 - 2006
Joseph E. Seagram & Sons, Inc. 1989 - 1998
Drexel Burnham Lambert 1983 - 1988
Education
Bank Street College of Education 2005 — 2006
Master of Education (M.Ed.), Math Leadership
Bank Street College of Education 2001 — 2002
Master of Education (M.Ed.), Early Childhood Education and Elementary Education
Columbia Business School 1986 — 1987
Master of Business Administration (MBA), Finance and Marketing
Franklin & Marshall College 1972 — 1976
Bachelor of Arts (B.A.), English, Psychology, and Pre-Med
Bank Street College 2011 - Present
The Buckley School, NYC 2006 - Present
Franklin and Marshall College 1996 - 2011
Bank Street School for Children 2003 - 2006
Joseph E. Seagram & Sons, Inc. 1989 - 1998
Drexel Burnham Lambert 1983 - 1988
Education
Bank Street College of Education 2005 — 2006
Master of Education (M.Ed.), Math Leadership
Bank Street College of Education 2001 — 2002
Master of Education (M.Ed.), Early Childhood Education and Elementary Education
Columbia Business School 1986 — 1987
Master of Business Administration (MBA), Finance and Marketing
Franklin & Marshall College 1972 — 1976
Bachelor of Arts (B.A.), English, Psychology, and Pre-Med
Salomon Brothers
Salomon Smith Barney
Paine Webber
PaineWebber
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers