Furman Selz
Description
Address: 230 Park Ave, New York, NY 10169 Phone: (212) 644-7188: Category: : Place name: Website: : : Hours: : : Category: Banking and Finance Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Furman Selz Inc Posting publicly on the Web Write a review Reviews Be the first to review
Furman Selz List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Furman Selz. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Furman Selz Salaries. You can even request information on how much does Furman Selz pay if you want to. Learn about salaries, pros and cons of working for Furman Selz directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
71 Furman Selz employees in database. Find out everything there's to know about Furman Selz employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Furman Selz Employees
Employee
Years
Job
Industry
Gerard Roggemann Gerard Roggemann's Furman Selz Experience 1990 - 2000
Job Coordinator at Holy Innocents Religious Education
Industry Education Management
Experience
Holy Innocents Religious Education September 2005 - Present
UBS 2004 - 2005
ABN AMRO Asset Management (Guernsey) Limited 2003 - 2004
ING 2000 - 2002
Furman Selz 1990 - 2000
Shearson Lehman 1987 - 1990
EF Hutton 1986 - 1987
Troster Singer 1984 - 1986
Englander Marino 1984 - 1984
Genovese Drugs 1976 - 1984
Skills
Prime Brokerage, Mutual Funds, Equities, Portfolio Management, Fixed Income, Institutional, Asset Managment
Education
Baruch College 1971 — 1976
BA, English
Bishop Loughlin 1967 — 1971
Holy Innocents Religious Education September 2005 - Present
UBS 2004 - 2005
ABN AMRO Asset Management (Guernsey) Limited 2003 - 2004
ING 2000 - 2002
Furman Selz 1990 - 2000
Shearson Lehman 1987 - 1990
EF Hutton 1986 - 1987
Troster Singer 1984 - 1986
Englander Marino 1984 - 1984
Genovese Drugs 1976 - 1984
Skills
Prime Brokerage, Mutual Funds, Equities, Portfolio Management, Fixed Income, Institutional, Asset Managment
Education
Baruch College 1971 — 1976
BA, English
Bishop Loughlin 1967 — 1971
Linda Gridley Linda Gridley's Furman Selz Experience February 1996 - October 1997
Job Investment Banker for Digital Media/Marketing, Author of Gridley's Guide to Digital NYC
Industry Banking
Experience
AGC Partners - a technology oriented investment bank September 2014 - Present
Gridley & Company, LLC September 2001 - September 2014
ING Barings October 1997 - May 2002
ABN Amro May 2001 - August 2001
Furman Selz February 1996 - October 1997
Lehman Brothers August 1986 - December 1996
Education
Dartmouth College
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
AGC Partners - a technology oriented investment bank September 2014 - Present
Gridley & Company, LLC September 2001 - September 2014
ING Barings October 1997 - May 2002
ABN Amro May 2001 - August 2001
Furman Selz February 1996 - October 1997
Lehman Brothers August 1986 - December 1996
Education
Dartmouth College
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Larry Wagner Larry Wagner's Furman Selz Experience 1990 - 1998
Job Principal at Navint Partners, LLC
Industry Financial Services
Experience
Navint Partners, LLC May 2014 - Present
LJW Consulting Inc. January 2014 - Present
C&A consulting LLC October 2009 - December 2013
The Blackstone Group May 2008 - November 2009
Nomura Securities 2003 - 2007
ING 1990 - 2003
ING Barings 1990 - 2003
Furman Selz 1990 - 1998
Drexel Burnham Lambert 1981 - 1990
Spicer Oppenheim 1977 - 1981
Skills
Equities, Financial Services, Hedge Funds, Fixed Income, Financial Risk, Program Management, Capital Markets, Asset Management, Strategy, Management, Finance, Strategic Financial..., Private Equity, Financial Modeling, Alternative Investments, Cash Management, Financial Analysis, Investment Banking, Mergers, Portfolio Management, Securities, Mergers & Acquisitions, Financial Planning
Education
University at Albany, SUNY
Navint Partners, LLC May 2014 - Present
LJW Consulting Inc. January 2014 - Present
C&A consulting LLC October 2009 - December 2013
The Blackstone Group May 2008 - November 2009
Nomura Securities 2003 - 2007
ING 1990 - 2003
ING Barings 1990 - 2003
Furman Selz 1990 - 1998
Drexel Burnham Lambert 1981 - 1990
Spicer Oppenheim 1977 - 1981
Skills
Equities, Financial Services, Hedge Funds, Fixed Income, Financial Risk, Program Management, Capital Markets, Asset Management, Strategy, Management, Finance, Strategic Financial..., Private Equity, Financial Modeling, Alternative Investments, Cash Management, Financial Analysis, Investment Banking, Mergers, Portfolio Management, Securities, Mergers & Acquisitions, Financial Planning
Education
University at Albany, SUNY
Victoria Fillet Victoria Fillet's Furman Selz Experience May 1981 - May 1993
Job CERTIFIED FINANCIAL PLANNER ™
Industry Financial Services
Experience
Blueprint Financial Planning LLC January 2007 - Present
Value Architects Asset Management LLC January 2001 - January 2007
Furman Selz May 1981 - May 1993
Skills
Strategic Financial..., Investment Management, Investments, Retirement Planning, Asset Management
Education
New York University School of Professional Studies 2006 — 2006
Certificate in Finance, Law and Taxation, Financial Planning, Excellent
Fordham University
Bachelor of Arts (B.A.), Economics and Business, Honors
Fordham University
Bachelor's degree, Economics and Business
Blueprint Financial Planning LLC January 2007 - Present
Value Architects Asset Management LLC January 2001 - January 2007
Furman Selz May 1981 - May 1993
Skills
Strategic Financial..., Investment Management, Investments, Retirement Planning, Asset Management
Education
New York University School of Professional Studies 2006 — 2006
Certificate in Finance, Law and Taxation, Financial Planning, Excellent
Fordham University
Bachelor of Arts (B.A.), Economics and Business, Honors
Fordham University
Bachelor's degree, Economics and Business
Ernest Jacob, CFA Ernest Jacob, CFA's Furman Selz Experience June 1991 - October 1997
Job Managing Principal at Longnook Capital Management
Industry Investment Management
Experience
Longnook Capital Management January 2013 - Present
Baltimore Capital Management June 2008 - September 2012
Longnook Capital Management October 2002 - January 2008
ING Barings October 1997 - September 2000
Furman Selz June 1991 - October 1997
Drexel Burnham Lambert 1983 - 1990
Alex Brown & Sons 1979 - 1983
Skills
Insurance, Asset Management, Investment Banking, Financial Analysis, Financial Modeling, Equity Research, Report Writing, Financial Planning, Asset Allocation, Securities, Investments, Equities, Capital Markets, Valuation, Finance
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Finance
Northwestern University 1973 — 1974
MA, English
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1973
BA, English
Longnook Capital Management January 2013 - Present
Baltimore Capital Management June 2008 - September 2012
Longnook Capital Management October 2002 - January 2008
ING Barings October 1997 - September 2000
Furman Selz June 1991 - October 1997
Drexel Burnham Lambert 1983 - 1990
Alex Brown & Sons 1979 - 1983
Skills
Insurance, Asset Management, Investment Banking, Financial Analysis, Financial Modeling, Equity Research, Report Writing, Financial Planning, Asset Allocation, Securities, Investments, Equities, Capital Markets, Valuation, Finance
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Finance
Northwestern University 1973 — 1974
MA, English
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1973
BA, English
Randy Scherago Randy Scherago's Furman Selz Experience February 1987 - September 1990
Job VP, Investor Relations at GeoEye
Industry Defense & Space
Experience
GeoEye July 2009 - Present
Ironbound Capital Management January 2008 - July 2009
First Albany Capital November 2002 - October 2007
Prudential Securities, Inc. September 1999 - January 2002
Faxon Research August 1997 - August 1999
Paribas U.S. Growth Fund January 1995 - July 1997
Dean Witter September 1993 - January 1995
Robertson Stephens & Co, September 1990 - September 1993
Furman Selz February 1987 - September 1990
Skills
Investment Management, Investor Relations, Crisis Communications, Portfolio Management, Strategic Communications, Public Relations, Marketing, Technology, Healthcare, Retail, Aerospace, Trading, Public Speaking, Speech Writing, Asset Managment
Education
Babson College 1982 — 1984
Bachelor of Science (BS), Finance and Investments
Connecticut College 1980 — 1982
Fine Arts and Economics
GeoEye July 2009 - Present
Ironbound Capital Management January 2008 - July 2009
First Albany Capital November 2002 - October 2007
Prudential Securities, Inc. September 1999 - January 2002
Faxon Research August 1997 - August 1999
Paribas U.S. Growth Fund January 1995 - July 1997
Dean Witter September 1993 - January 1995
Robertson Stephens & Co, September 1990 - September 1993
Furman Selz February 1987 - September 1990
Skills
Investment Management, Investor Relations, Crisis Communications, Portfolio Management, Strategic Communications, Public Relations, Marketing, Technology, Healthcare, Retail, Aerospace, Trading, Public Speaking, Speech Writing, Asset Managment
Education
Babson College 1982 — 1984
Bachelor of Science (BS), Finance and Investments
Connecticut College 1980 — 1982
Fine Arts and Economics
Michael S. Burd's Furman Selz Experience 1988 - 1992
Job Chief Operating Officer
Industry Education Management
Experience
Delaware County Christian School August 2013 - June 2015
Ares Management LLC August 2011 - July 2012
Wrightwood Capital June 2008 - August 2011
A.G. Edwards 1998 - 2007
First Albany Capital 1992 - 1998
Furman Selz 1988 - 1992
Kidder Peabody 1987 - 1988
E.F. Hutton & Company Inc. 1980 - 1987
A.G. Becker 1978 - 1980
Skills
Asset Management, Investment Banking, Banking, Mergers, Strategic Planning, Real Estate Finance, Corporate Finance, Asset Managment
Education
Harvard Business School 1974 — 1976
MBA
Stanford University 1970 — 1974
A.B., History
Phillips Exeter Academy 1966 — 1970
Delaware County Christian School August 2013 - June 2015
Ares Management LLC August 2011 - July 2012
Wrightwood Capital June 2008 - August 2011
A.G. Edwards 1998 - 2007
First Albany Capital 1992 - 1998
Furman Selz 1988 - 1992
Kidder Peabody 1987 - 1988
E.F. Hutton & Company Inc. 1980 - 1987
A.G. Becker 1978 - 1980
Skills
Asset Management, Investment Banking, Banking, Mergers, Strategic Planning, Real Estate Finance, Corporate Finance, Asset Managment
Education
Harvard Business School 1974 — 1976
MBA
Stanford University 1970 — 1974
A.B., History
Phillips Exeter Academy 1966 — 1970
Abbie Leabo's Furman Selz Experience 1993 - 1996
Job Director of Sales @ WealthEngine
Industry Financial Services
Experience
WealthEngine December 2014 - Present
Moody's Analytics October 2005 - November 2011
Baseline Financial Svcs/Thomson Financial 1996 - 2005
Furman Selz 1993 - 1996
Skills
Capital Markets, Portfolio Management, Equities, Fixed Income, Management, Financial Modeling, Financial Services, Risk Management, Financial Analysis, Salesforce.com, Investments, Sales
Education
Boston College 1986 — 1990
WealthEngine December 2014 - Present
Moody's Analytics October 2005 - November 2011
Baseline Financial Svcs/Thomson Financial 1996 - 2005
Furman Selz 1993 - 1996
Skills
Capital Markets, Portfolio Management, Equities, Fixed Income, Management, Financial Modeling, Financial Services, Risk Management, Financial Analysis, Salesforce.com, Investments, Sales
Education
Boston College 1986 — 1990
Mimi Bock Mimi Bock's Furman Selz Experience 1986 - 1990
Job Managing Director at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2014 - Present
LPL Financial January 2012 - June 2014
Morgan Stanley 1991 - 2011
Furman Selz 1986 - 1990
Bear Stearns 1985 - 1986
Laidlaw Adams and Peck 1985 - 1985
Skills
Series 7, Wealth Management, Securities, Equities, Mutual Funds, Series 63, Financial Advisory, Series 24, Series 3, Series 9, Series 10, High Net Worth...
Education
Denison University 1981 — 1985
BA, Economics
LPL Financial June 2014 - Present
LPL Financial January 2012 - June 2014
Morgan Stanley 1991 - 2011
Furman Selz 1986 - 1990
Bear Stearns 1985 - 1986
Laidlaw Adams and Peck 1985 - 1985
Skills
Series 7, Wealth Management, Securities, Equities, Mutual Funds, Series 63, Financial Advisory, Series 24, Series 3, Series 9, Series 10, High Net Worth...
Education
Denison University 1981 — 1985
BA, Economics
Keven Shanahan Keven Shanahan's Furman Selz Experience August 1994 - March 1999
Job Partner at Argosy Private Equity
Industry Venture Capital & Private Equity
Experience
Argosy Private Equity June 2004 - Present
GE Capital August 2001 - June 2004
Furman Selz August 1994 - March 1999
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Harvard University 1990 — 1994
Applied Math and Economics
San Marino High School
Argosy Private Equity June 2004 - Present
GE Capital August 2001 - June 2004
Furman Selz August 1994 - March 1999
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Harvard University 1990 — 1994
Applied Math and Economics
San Marino High School
Mark Balabanian's Furman Selz Experience 1994 - 1995
Job VP, Business & Corporate Development at Turn
Industry Internet
Experience
Turn January 2014 - Present
Turn 2011 - 2013
Peerset 2010 - 2011
Acunote 2009 - 2009
Koders 2005 - 2008
Sienna Ventures 1998 - 2001
Ask Jeeves 1998 - 1998
Alex. Brown & Sons 1995 - 1996
Furman Selz 1994 - 1995
Skills
Strategic Partnerships, Start-ups, Digital Media, Online Advertising, Mobile Advertising, Digital Marketing, Strategy, Business Development, Entrepreneurship, Online Marketing, Digital Strategy, SaaS, Ad Networks, Mobile Marketing, CRM, E-commerce, Behavioral Targeting, Ad Serving, Monetization, Go-to-market Strategy, New Media, Business Strategy, Rich Media, Interactive Marketing, Lead Generation, Product Marketing, Enterprise Software, Venture Capital, Video Advertising, Executive Management, SEM, PPC, Search Advertising, Web Analytics, Mobile Devices, Corporate Development, Public Speaking, Mergers & Acquisitions, Big Data, Media Buying, Contract Negotiation, Cross-functional Team..., Mentoring, Strategic Sales, Real-Time Bidding, RTB, Demand Side Platform, Ad Exchanges, Display Advertising, Angel Investing
Education
Harvard University 1990 — 1994
BA, cum laude, Economics
Turn January 2014 - Present
Turn 2011 - 2013
Peerset 2010 - 2011
Acunote 2009 - 2009
Koders 2005 - 2008
Sienna Ventures 1998 - 2001
Ask Jeeves 1998 - 1998
Alex. Brown & Sons 1995 - 1996
Furman Selz 1994 - 1995
Skills
Strategic Partnerships, Start-ups, Digital Media, Online Advertising, Mobile Advertising, Digital Marketing, Strategy, Business Development, Entrepreneurship, Online Marketing, Digital Strategy, SaaS, Ad Networks, Mobile Marketing, CRM, E-commerce, Behavioral Targeting, Ad Serving, Monetization, Go-to-market Strategy, New Media, Business Strategy, Rich Media, Interactive Marketing, Lead Generation, Product Marketing, Enterprise Software, Venture Capital, Video Advertising, Executive Management, SEM, PPC, Search Advertising, Web Analytics, Mobile Devices, Corporate Development, Public Speaking, Mergers & Acquisitions, Big Data, Media Buying, Contract Negotiation, Cross-functional Team..., Mentoring, Strategic Sales, Real-Time Bidding, RTB, Demand Side Platform, Ad Exchanges, Display Advertising, Angel Investing
Education
Harvard University 1990 — 1994
BA, cum laude, Economics
Scott Correri Scott Correri's Furman Selz Experience March 1992 - June 1995
Job Manager at TullettPrebon
Industry Accounting
Experience
TullettPrebon February 2011 - Present
BBVA June 2010 - February 2011
MF Global October 2005 - May 2010
REFCO SECURITIES July 1995 - October 2005
FURMAN SELZ March 1992 - June 1995
Skills
Broker-dealer-front and..., Access, Excel, Financial Reporting, Team Building, Analysis, Word, Research, Outlook, Crystal Reports, Hedge Funds, General Ledger, Risk, Banking, Bloomberg, Financial Analysis, Equities, Reconciliations, Financial Modeling, Credit, Risk Management, Compliance, Credit Risk, Series 7, Customer Relations, Capital Markets, Fixed Income, Accounting, Financial Risk, Back Office, Account Reconciliation, Middle Office, Trading, Securities, Settlement, Prime Brokerage, Portfolio Management, Operational Risk, Trading Systems, Financial Markets, Finance, Securities Lending, Derivatives, Mutual Funds
Education
St. Francis College 1980 — 1984
B.S., Accounting
Bishop's University 1976 — 1980
BS, Business Finance
St. Francis College 1975 — 1979
B.S, Business Management
TullettPrebon February 2011 - Present
BBVA June 2010 - February 2011
MF Global October 2005 - May 2010
REFCO SECURITIES July 1995 - October 2005
FURMAN SELZ March 1992 - June 1995
Skills
Broker-dealer-front and..., Access, Excel, Financial Reporting, Team Building, Analysis, Word, Research, Outlook, Crystal Reports, Hedge Funds, General Ledger, Risk, Banking, Bloomberg, Financial Analysis, Equities, Reconciliations, Financial Modeling, Credit, Risk Management, Compliance, Credit Risk, Series 7, Customer Relations, Capital Markets, Fixed Income, Accounting, Financial Risk, Back Office, Account Reconciliation, Middle Office, Trading, Securities, Settlement, Prime Brokerage, Portfolio Management, Operational Risk, Trading Systems, Financial Markets, Finance, Securities Lending, Derivatives, Mutual Funds
Education
St. Francis College 1980 — 1984
B.S., Accounting
Bishop's University 1976 — 1980
BS, Business Finance
St. Francis College 1975 — 1979
B.S, Business Management
Mark Velapoldi Mark Velapoldi's Furman Selz Experience October 1992 - January 1995
Job Investment Adviser Representative at Primerica
Industry Management Consulting
Experience
Primerica November 2014 - Present
Seatuck Environmental Association 2005 - Present
Actionable Print Solutions, LLC (APS LLC) April 2010 - June 2015
Rotary Club of Bay Shore 2013 - 2014
Surtech LLC 2001 - 2013
DTEKS Business Systems January 2008 - April 2010
Sandmark Enterprises 2001 - 2008
BISYS Fund Services January 1995 - January 2001
Furman Selz October 1992 - January 1995
Shearson Lehman October 1991 - October 1992
Skills
Business Process..., Managed Print Services, Document Management, Document Imaging, Workflow Analysis, Consultative Selling, Process Improvement, Enterprise Content..., Solution Selling, Cost Reduction, ECM, Cost Analysis, Integration, Imaging, Selling, Professional Services, Digital Imaging, Cost Benefit, Cloud Computing, Sales, Analysis, Management, SaaS, Enterprise Software, CRM, New Business Development, Strategic Planning
Education
University at Buffalo 1982 — 1986
BA, Economics, History
Primerica November 2014 - Present
Seatuck Environmental Association 2005 - Present
Actionable Print Solutions, LLC (APS LLC) April 2010 - June 2015
Rotary Club of Bay Shore 2013 - 2014
Surtech LLC 2001 - 2013
DTEKS Business Systems January 2008 - April 2010
Sandmark Enterprises 2001 - 2008
BISYS Fund Services January 1995 - January 2001
Furman Selz October 1992 - January 1995
Shearson Lehman October 1991 - October 1992
Skills
Business Process..., Managed Print Services, Document Management, Document Imaging, Workflow Analysis, Consultative Selling, Process Improvement, Enterprise Content..., Solution Selling, Cost Reduction, ECM, Cost Analysis, Integration, Imaging, Selling, Professional Services, Digital Imaging, Cost Benefit, Cloud Computing, Sales, Analysis, Management, SaaS, Enterprise Software, CRM, New Business Development, Strategic Planning
Education
University at Buffalo 1982 — 1986
BA, Economics, History
Marti P. Murray, MBA, CVA Marti P. Murray, MBA, CVA's Furman Selz Experience 1990 - 1995
Job President at Murray Analytics, Inc.
Industry Investment Banking
Experience
Murray Analytics, Inc. April 2015 - Present
Goldin Associates, LLC August 2012 - March 2015
NYU Stern School of Business January 2005 - 2013
Murray & Burnaman, LLC October 2009 - July 2012
Babson Capital Management April 2008 - September 2009
Murray Capital Management, Inc June 1995 - April 2008
Furman Selz 1990 - 1995
Oppenheimer & Co. October 1987 - December 1989
First NY Capital 1986 - 1987
Bank of America 1982 - 1986
Skills
Valuation, Hedge Funds, Private Equity, Capital Markets, Fixed Income, Equities, Investments, Restructuring, Asset Managment, Investment Banking, Financial Modeling, Alternative Investments, Portfolio Management, Corporate Finance, Due Diligence, Equity Research, Structured Finance, Leveraged Finance, High Yield, Mergers, Business Valuation, Mergers & Acquisitions, Bankruptcy, Venture Capital, Corporate Governance, Investor Relations, Securities, Finance, Bonds, Emerging Markets, Financial Advisory, Trading, Investment Management, Bloomberg, Corporate Development, Derivatives, Financial Markets, Bank Loan Trading, Trade Claims, Distressed Debt, Distressed M&A, Equity Valuation, Investment Strategies, Turn Around Management, Options, Asset Allocation, Investment Advisory, Quantitative Finance, Asset Management, Litigation Support
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Colgate University
The Dalton School
Murray Analytics, Inc. April 2015 - Present
Goldin Associates, LLC August 2012 - March 2015
NYU Stern School of Business January 2005 - 2013
Murray & Burnaman, LLC October 2009 - July 2012
Babson Capital Management April 2008 - September 2009
Murray Capital Management, Inc June 1995 - April 2008
Furman Selz 1990 - 1995
Oppenheimer & Co. October 1987 - December 1989
First NY Capital 1986 - 1987
Bank of America 1982 - 1986
Skills
Valuation, Hedge Funds, Private Equity, Capital Markets, Fixed Income, Equities, Investments, Restructuring, Asset Managment, Investment Banking, Financial Modeling, Alternative Investments, Portfolio Management, Corporate Finance, Due Diligence, Equity Research, Structured Finance, Leveraged Finance, High Yield, Mergers, Business Valuation, Mergers & Acquisitions, Bankruptcy, Venture Capital, Corporate Governance, Investor Relations, Securities, Finance, Bonds, Emerging Markets, Financial Advisory, Trading, Investment Management, Bloomberg, Corporate Development, Derivatives, Financial Markets, Bank Loan Trading, Trade Claims, Distressed Debt, Distressed M&A, Equity Valuation, Investment Strategies, Turn Around Management, Options, Asset Allocation, Investment Advisory, Quantitative Finance, Asset Management, Litigation Support
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Colgate University
The Dalton School
Eneida Sierra's Furman Selz Experience September 1995 - September 1998
Job Administrative Assistant
Industry Hospital & Health Care
Experience
HRHC CCC-HH July 2015 - Present
BHU- Nyack Hospital Horizon Health March 2013 - July 2015
Montefiore Medical Center December 2006 - March 2013
McMahon Group January 2006 - November 2006
Walt Disney World March 2004 - February 2006
AllianceBernstein November 2003 - March 2004
Wall Street Discount Corporation September 1998 - November 2003
Furman Selz September 1995 - September 1998
Skills
Administrative..., Data Entry, Spreadsheets, Office Management, Outlook, Fax, File Management, PowerPoint, Access, Process Scheduler, Microsoft Word, Event Planning, Microsoft Excel, Office Administration, Medical Terminology, Microsoft Office 2007, QuickBooks, Microsoft Office, Telephone Skills, Medical Records, Filing, Medical Billing, IDX, Cpr Certified, HIPAA, Healthcare, Time Management, Accounts Receivable, ICD-9, CPT, Copying, Appointment Scheduling, Accounts Payable, Microsoft Publisher, Payroll, Administrative..., Peacekeeping, Organization Skills
Education
City University of New York-Herbert H. Lehman College 1996 — 1998
Social Work
Borough of Manhattan Community College 1992 — 1996
A.A.S, Human Services
HRHC CCC-HH July 2015 - Present
BHU- Nyack Hospital Horizon Health March 2013 - July 2015
Montefiore Medical Center December 2006 - March 2013
McMahon Group January 2006 - November 2006
Walt Disney World March 2004 - February 2006
AllianceBernstein November 2003 - March 2004
Wall Street Discount Corporation September 1998 - November 2003
Furman Selz September 1995 - September 1998
Skills
Administrative..., Data Entry, Spreadsheets, Office Management, Outlook, Fax, File Management, PowerPoint, Access, Process Scheduler, Microsoft Word, Event Planning, Microsoft Excel, Office Administration, Medical Terminology, Microsoft Office 2007, QuickBooks, Microsoft Office, Telephone Skills, Medical Records, Filing, Medical Billing, IDX, Cpr Certified, HIPAA, Healthcare, Time Management, Accounts Receivable, ICD-9, CPT, Copying, Appointment Scheduling, Accounts Payable, Microsoft Publisher, Payroll, Administrative..., Peacekeeping, Organization Skills
Education
City University of New York-Herbert H. Lehman College 1996 — 1998
Social Work
Borough of Manhattan Community College 1992 — 1996
A.A.S, Human Services
Richard Gumer Richard Gumer's Furman Selz Experience 1996 - 1998
Job CEO at Life Sciences Alternative Funding LLC
Industry Financial Services
Experience
Life Sciences Alternative Funding LLC February 2013 - Present
Cowen Healthcare Royalty Partners February 2011 - May 2012
JMP Securities May 2008 - March 2010
Avenue Capital Group April 2004 - December 2007
GE Capital 2002 - 2004
ABN AMRO 2000 - 2002
ING Barings 1998 - 2000
Furman Selz 1996 - 1998
Skills
Venture Capital
Education
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA, Finance
Brown University 1974 — 1979
AB, Biochemistry
Life Sciences Alternative Funding LLC February 2013 - Present
Cowen Healthcare Royalty Partners February 2011 - May 2012
JMP Securities May 2008 - March 2010
Avenue Capital Group April 2004 - December 2007
GE Capital 2002 - 2004
ABN AMRO 2000 - 2002
ING Barings 1998 - 2000
Furman Selz 1996 - 1998
Skills
Venture Capital
Education
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA, Finance
Brown University 1974 — 1979
AB, Biochemistry
Cindy Raber Moya's Furman Selz Experience 1995 - 1999
Job Sr. Project Manager, Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments 2011 - Present
Barclays Capital 2010 - 2011
Credit Suisse 2008 - 2010
JPMorgan Chase 2007 - 2008
Kamehameha Schools 2006 - 2007
Office Depot 2005 - 2006
Credit Suisse 2004 - 2005
Thrivent Financial 2003 - 2004
Banc of America Securities 1999 - 2003
Furman Selz 1995 - 1999
Skills
Wealth Management, Prime Brokerage, Alternative Investments, Program Management, Equities, Process Improvement, Change Management, Leadership, Business, Portfolio Management, Risk Management, Financial Services, Software Project..., Bonds, SDLC, Capital Markets, Securities, Trading, Analytics, Derivatives, Vendor Management, Project Portfolio..., Project Management, PMO, Strategy, Business Process, Investments, Fixed Income, Back Office, Financial Risk, Equity Derivatives, Management, Investment Management, Series 7, Finance, Trading Systems, Business Development, Business Analysis, Asset Management, Requirements Gathering, Mutual Funds, Business Intelligence, Requirements Analysis, Data Warehousing, Consulting, Hedge Funds
Education
Pace University
NYC, Bachelor of Science, Computer Science and Business
Franklin Templeton Investments 2011 - Present
Barclays Capital 2010 - 2011
Credit Suisse 2008 - 2010
JPMorgan Chase 2007 - 2008
Kamehameha Schools 2006 - 2007
Office Depot 2005 - 2006
Credit Suisse 2004 - 2005
Thrivent Financial 2003 - 2004
Banc of America Securities 1999 - 2003
Furman Selz 1995 - 1999
Skills
Wealth Management, Prime Brokerage, Alternative Investments, Program Management, Equities, Process Improvement, Change Management, Leadership, Business, Portfolio Management, Risk Management, Financial Services, Software Project..., Bonds, SDLC, Capital Markets, Securities, Trading, Analytics, Derivatives, Vendor Management, Project Portfolio..., Project Management, PMO, Strategy, Business Process, Investments, Fixed Income, Back Office, Financial Risk, Equity Derivatives, Management, Investment Management, Series 7, Finance, Trading Systems, Business Development, Business Analysis, Asset Management, Requirements Gathering, Mutual Funds, Business Intelligence, Requirements Analysis, Data Warehousing, Consulting, Hedge Funds
Education
Pace University
NYC, Bachelor of Science, Computer Science and Business
Alan Lordi's Furman Selz Experience January 1994 - June 1995
Job Vice President at Aequitas Capital Management
Industry Investment Management
Experience
Aequitas Capital Management April 2013 - Present
Financial Tapestry LLC January 2001 - December 2012
ING Investment Management January 1999 - January 2001
Sefton Capital Management June 1995 - December 1999
Furman Selz January 1994 - June 1995
Pacifica Mututal Funds January 1991 - December 1994
Eastland Bank January 1986 - June 1991
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds, Financial Advisory, Risk Management, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1991
Master of Business Administration (M.B.A.), Investment Portfolio Management
Babson College 1980 — 1984
Bachelor's Degree, Quantitative Methods/Finance
Harvard Business School
Accredidation Program on Negotiation Strategy, Organizational Leadership
Aequitas Capital Management April 2013 - Present
Financial Tapestry LLC January 2001 - December 2012
ING Investment Management January 1999 - January 2001
Sefton Capital Management June 1995 - December 1999
Furman Selz January 1994 - June 1995
Pacifica Mututal Funds January 1991 - December 1994
Eastland Bank January 1986 - June 1991
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds, Financial Advisory, Risk Management, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1991
Master of Business Administration (M.B.A.), Investment Portfolio Management
Babson College 1980 — 1984
Bachelor's Degree, Quantitative Methods/Finance
Harvard Business School
Accredidation Program on Negotiation Strategy, Organizational Leadership
Steve Vermut's Furman Selz Experience February 1984 - March 1995
Job Executive Chairman at Prosper Marketplace
Industry Financial Services
Experience
Prosper Marketplace March 2014 - Present
Prosper Marketplace January 2013 - March 2014
Wells Fargo Securities December 2012 - January 2013
Merlin, a Wells Fargo Company August 2012 - November 2012
Merlin Securities May 2004 - July 2012
Merlin Securities April 2004 - July 2012
Banc of America Securities September 1997 - March 2003
Montgomery Securities April 1995 - August 1997
Furman Selz February 1984 - March 1995
L. F. Rothschild & Co. May 1970 - January 1981
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Equities, Equity Trading, Series 7, Fixed Income, Securities, Capital Markets, Private Equity, Trading, Investment Banking, Financial Markets
Education
Babson College 1964 — 1967
B.S., Finance
Prosper Marketplace March 2014 - Present
Prosper Marketplace January 2013 - March 2014
Wells Fargo Securities December 2012 - January 2013
Merlin, a Wells Fargo Company August 2012 - November 2012
Merlin Securities May 2004 - July 2012
Merlin Securities April 2004 - July 2012
Banc of America Securities September 1997 - March 2003
Montgomery Securities April 1995 - August 1997
Furman Selz February 1984 - March 1995
L. F. Rothschild & Co. May 1970 - January 1981
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Equities, Equity Trading, Series 7, Fixed Income, Securities, Capital Markets, Private Equity, Trading, Investment Banking, Financial Markets
Education
Babson College 1964 — 1967
B.S., Finance
John Margineanu, CFA John Margineanu, CFA's Furman Selz Experience 1999 - 2001
Job Market Risk Management and Product Control at ING Nederland
Industry Financial Services
Experience
ING Nederland February 2014 - Present
Mindspark Interactive Network, Inc. January 2014 - February 2014
Bank of America Merrill Lynch October 2008 - November 2013
Merrill Lynch September 2005 - October 2008
Cantor Fitzgerald March 2004 - September 2005
Furman Selz 1999 - 2001
Skills
Financial Analysis, Fixed Income, Forecasting, Middle Office, Finance, Bloomberg, Product Control, Structured Products, Swaps, CDS, Credit, Sarbanes-Oxley Act, SOX, Fixed Income Products, FAS 157, Visual Basic, Essbase, Hyperion, Oracle General Ledger, Smartstream, Cognos
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2004
MBA, Accounting
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance
ING Nederland February 2014 - Present
Mindspark Interactive Network, Inc. January 2014 - February 2014
Bank of America Merrill Lynch October 2008 - November 2013
Merrill Lynch September 2005 - October 2008
Cantor Fitzgerald March 2004 - September 2005
Furman Selz 1999 - 2001
Skills
Financial Analysis, Fixed Income, Forecasting, Middle Office, Finance, Bloomberg, Product Control, Structured Products, Swaps, CDS, Credit, Sarbanes-Oxley Act, SOX, Fixed Income Products, FAS 157, Visual Basic, Essbase, Hyperion, Oracle General Ledger, Smartstream, Cognos
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2004
MBA, Accounting
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance
Andrea Sandor Andrea Sandor's Furman Selz Experience 1994 - 1995
Job IT Global Infrastructure Project Manager at Starwood Hotels & Resorts Worldwide, Inc.
Industry Higher Education
Experience
Starwood Hotels & Resorts Worldwide, Inc. August 2014 - Present
Vermont January 2008 - Present
Notre Dame Global Adaptation Index www.nd-gain.org & World Resources Institute www.wri.org March 2013 - June 2014
Morgan Stanley June 2013 - March 2014
Ahold USA (Stop & Shop/Giant) May 2009 - September 2009
UBS November 1999 - 2008
GE Captial November 1998 - November 1999
Furman Selz 1994 - 1995
PaineWebber 1992 - 1994
Salomon Brothers 1987 - 1989
Skills
Change Management, Infrastructure, Data Center, Strategic Planning, International Project..., Corporate Finance, Business Continuity, Enterprise Architecture, Leadership, Market Research, Mergers & Acquisitions, Energy Efficiency, Communications Planning, Internet Security, Employee Training, Financial Economics, Social Networking, Property Management, CMDB, Financial Modeling, Finance, Start-ups, Investment Properties, Analysis, Project Management, Investment Banking, Training & Development, technical liai, Project Implementation, Infrastructure Projects, Business Analysis, Real Estate Investment
Education
University of Pennsylvania 2007 — 2014
EMTM, Masters in Technology Management
University of Pennsylvania - The Wharton School 2007 — 2014
MS, EMTM - Technology
Columbia University in the City of New York 2008 — 2012
Community Language Program, Chinese
St. Mary's Notre Dame 1975 — 1979
BA, Double Major: Economics & Fine Arts, Mathematics Minor
New Canaan High School 1971 — 1975
High School Diploma
Starwood Hotels & Resorts Worldwide, Inc. August 2014 - Present
Vermont January 2008 - Present
Notre Dame Global Adaptation Index www.nd-gain.org & World Resources Institute www.wri.org March 2013 - June 2014
Morgan Stanley June 2013 - March 2014
Ahold USA (Stop & Shop/Giant) May 2009 - September 2009
UBS November 1999 - 2008
GE Captial November 1998 - November 1999
Furman Selz 1994 - 1995
PaineWebber 1992 - 1994
Salomon Brothers 1987 - 1989
Skills
Change Management, Infrastructure, Data Center, Strategic Planning, International Project..., Corporate Finance, Business Continuity, Enterprise Architecture, Leadership, Market Research, Mergers & Acquisitions, Energy Efficiency, Communications Planning, Internet Security, Employee Training, Financial Economics, Social Networking, Property Management, CMDB, Financial Modeling, Finance, Start-ups, Investment Properties, Analysis, Project Management, Investment Banking, Training & Development, technical liai, Project Implementation, Infrastructure Projects, Business Analysis, Real Estate Investment
Education
University of Pennsylvania 2007 — 2014
EMTM, Masters in Technology Management
University of Pennsylvania - The Wharton School 2007 — 2014
MS, EMTM - Technology
Columbia University in the City of New York 2008 — 2012
Community Language Program, Chinese
St. Mary's Notre Dame 1975 — 1979
BA, Double Major: Economics & Fine Arts, Mathematics Minor
New Canaan High School 1971 — 1975
High School Diploma
John Pileggi John Pileggi's Furman Selz Experience 1984 - 1997
Job CEO at RiskX Investments
Industry Investment Management
Experience
RiskX Investments August 2015 - Present
American Independence September 2004 - July 2015
Mercantile Bankshares February 2002 - March 2004
PlusFunds February 2001 - November 2001
ING 1997 - 2000
ING 1997 - 2000
Furman Selz 1984 - 1997
Lehman Brothers Kuhn Loeb April 1979 - April 1984
Skills
Wealth Management, Hedge Funds, Mutual Funds, Asset Managment, Investments, Prime Brokerage, Asset Management, Alternative Investments, Financial Services, Equities, Asset Allocation, Banking, Portfolio Management, Fixed Income, Trading, Series 7, ETFs, Funding, Series 63, Securities, Investment Management, Investment Advisory, Investment Strategies, Fixed Annuities, Bonds, Capital Markets, Derivatives, Investment Banking, Private Equity, Emerging Markets, Structured Products, Bloomberg
Education
City University of New York 1976 — 1980
Abraham Lincoln High School 1973 — 1976
RiskX Investments August 2015 - Present
American Independence September 2004 - July 2015
Mercantile Bankshares February 2002 - March 2004
PlusFunds February 2001 - November 2001
ING 1997 - 2000
ING 1997 - 2000
Furman Selz 1984 - 1997
Lehman Brothers Kuhn Loeb April 1979 - April 1984
Skills
Wealth Management, Hedge Funds, Mutual Funds, Asset Managment, Investments, Prime Brokerage, Asset Management, Alternative Investments, Financial Services, Equities, Asset Allocation, Banking, Portfolio Management, Fixed Income, Trading, Series 7, ETFs, Funding, Series 63, Securities, Investment Management, Investment Advisory, Investment Strategies, Fixed Annuities, Bonds, Capital Markets, Derivatives, Investment Banking, Private Equity, Emerging Markets, Structured Products, Bloomberg
Education
City University of New York 1976 — 1980
Abraham Lincoln High School 1973 — 1976
Steve Lutz Steve Lutz's Furman Selz Experience 2000 - 2007
Job SVP at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company January 2007 - Present
UBS Investment Bank 2000 - 2007
Furman Selz 2000 - 2007
UBS 1999 - November 2006
Chase Manhattan Bank NA 1991 - 1993
Skills
Investment Banking, Fixed Income, Equities, Hedge Funds, Private Equity, Trading Systems, Electronic Trading, Mergers & Acquisitions, Market Data, Sales Management, Relationship Management, Strategic Planning, IT Strategy, Customer Service, Customer Experience, CRM Integration, Project Management, Program Management, Management, Product Development
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Computers, Mathematics
Jefferies & Company January 2007 - Present
UBS Investment Bank 2000 - 2007
Furman Selz 2000 - 2007
UBS 1999 - November 2006
Chase Manhattan Bank NA 1991 - 1993
Skills
Investment Banking, Fixed Income, Equities, Hedge Funds, Private Equity, Trading Systems, Electronic Trading, Mergers & Acquisitions, Market Data, Sales Management, Relationship Management, Strategic Planning, IT Strategy, Customer Service, Customer Experience, CRM Integration, Project Management, Program Management, Management, Product Development
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Computers, Mathematics
Stephen Bombardiere's Furman Selz Experience February 1991 - 1998
Job Outsource Trader Cowen & Co
Industry Financial Services
Experience
Cowen & Co October 2010 - Present
Conifer June 2008 - September 2015
UBS Investment Bank December 2003 - May 2008
ABN AMRO April 2001 - December 2003
ING 1998 - April 2001
Furman Selz February 1991 - 1998
Asiel & Co. October 1984 - August 1989
Skills
General Securities..., Bloomberg Terminal, Microsoft Excel, Options, Hedge Funds, Electronic Trading, Soft Dollar Budget..., Asset Management, Equities, Trading, Prime Brokerage, Securities, Capital Markets, Outsourcing, Financial Services, Bloomberg, Series 7, Series 63, Portfolio Management, Trading Systems, Equity Trading, Sales, Investments
Education
Boston University - School of Management 1980 — 1984
Bachelor of Science (BS), Finance
Cowen & Co October 2010 - Present
Conifer June 2008 - September 2015
UBS Investment Bank December 2003 - May 2008
ABN AMRO April 2001 - December 2003
ING 1998 - April 2001
Furman Selz February 1991 - 1998
Asiel & Co. October 1984 - August 1989
Skills
General Securities..., Bloomberg Terminal, Microsoft Excel, Options, Hedge Funds, Electronic Trading, Soft Dollar Budget..., Asset Management, Equities, Trading, Prime Brokerage, Securities, Capital Markets, Outsourcing, Financial Services, Bloomberg, Series 7, Series 63, Portfolio Management, Trading Systems, Equity Trading, Sales, Investments
Education
Boston University - School of Management 1980 — 1984
Bachelor of Science (BS), Finance
James Howe James Howe's Furman Selz Experience August 1993 - August 1994
Job Partner at NovaFund Advisors
Industry Investment Management
Experience
NovaFund Advisors August 2009 - Present
Strategic Value Partners March 2006 - August 2009
UBS Investment Bank August 1994 - March 2006
Furman Selz August 1993 - August 1994
United States Naval Academy June 1990 - July 1993
United States Navy May 1987 - June 1990
Skills
Venture Capital, Emerging Markets, Fund Of Funds, Investment Management, LBO, Special Situations, Mutual Funds, Mezzanine, Institutional..., Private Equity, Alternative Investments, Hedge Funds, High Yield, Investments, Leveraged Finance, Structured Finance, Private Placements, Financial Structuring, Capital Markets, Bonds, Financial Advisory, Investment Banking, Investor Relations, Equities
Education
Georgetown University 1991 — 1993
MALS
Vanderbilt University 1984 — 1987
BA
NovaFund Advisors August 2009 - Present
Strategic Value Partners March 2006 - August 2009
UBS Investment Bank August 1994 - March 2006
Furman Selz August 1993 - August 1994
United States Naval Academy June 1990 - July 1993
United States Navy May 1987 - June 1990
Skills
Venture Capital, Emerging Markets, Fund Of Funds, Investment Management, LBO, Special Situations, Mutual Funds, Mezzanine, Institutional..., Private Equity, Alternative Investments, Hedge Funds, High Yield, Investments, Leveraged Finance, Structured Finance, Private Placements, Financial Structuring, Capital Markets, Bonds, Financial Advisory, Investment Banking, Investor Relations, Equities
Education
Georgetown University 1991 — 1993
MALS
Vanderbilt University 1984 — 1987
BA
Frederick Clark's Furman Selz Experience 1996 - 1998
Job Director at Wally Findlay Galleries International
Industry Internet
Experience
Wally Findlay Galleries International November 2012 - Present
Wally Findlay Galleries International July 2012 - Present
MiMEDIA, LLC October 2009 - March 2012
Forbes Magazine April 2008 - January 2009
Budget Living 2000 - 2006
Digital Convergence Corporation 1999 - 2001
W.P. Carey & Co. 1999 - 2000
Furman Selz 1996 - 1998
Skills
Fundraising, Public Relations, Publishing, Publicity, Business Planning, New Business Development, Marketing Strategy, Excel, Financial Analysis, Social Media, Negotiation, PowerPoint, Media Relations, Valuation, Word, Writing, New York
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
M.B.A., Management
Richmond, The American International University in London 2004 — 2005
University of Maryland College Park 1993 — 1995
B.S., Finance
Gilman School 1985 — 1991
Calvert School 1978 — 1985
Wally Findlay Galleries International November 2012 - Present
Wally Findlay Galleries International July 2012 - Present
MiMEDIA, LLC October 2009 - March 2012
Forbes Magazine April 2008 - January 2009
Budget Living 2000 - 2006
Digital Convergence Corporation 1999 - 2001
W.P. Carey & Co. 1999 - 2000
Furman Selz 1996 - 1998
Skills
Fundraising, Public Relations, Publishing, Publicity, Business Planning, New Business Development, Marketing Strategy, Excel, Financial Analysis, Social Media, Negotiation, PowerPoint, Media Relations, Valuation, Word, Writing, New York
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
M.B.A., Management
Richmond, The American International University in London 2004 — 2005
University of Maryland College Park 1993 — 1995
B.S., Finance
Gilman School 1985 — 1991
Calvert School 1978 — 1985
Christine McGrath Kamrass's Furman Selz Experience 1992 - 1997
Job Sr. VP Prime Services at Jefferies LLC
Industry Capital Markets
Experience
Jefferies LLC October 2006 - Present
UBS 2003 - 2006
ING 1997 - 2000
Furman Selz 1992 - 1997
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Derivatives, Fixed Income, Private Equity, Securities, Options, Asset Management, Trading, Trading Systems, Portfolio Management, Investment Banking, Valuation, Financial Markets, Investments, Series 7, Series 63, Fund Of Funds, Bloomberg
Education
The Ohio State University 1987 — 1991
BS, Economics and International Studies
New York Institue of Finance
Finance, General
Jefferies LLC October 2006 - Present
UBS 2003 - 2006
ING 1997 - 2000
Furman Selz 1992 - 1997
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Derivatives, Fixed Income, Private Equity, Securities, Options, Asset Management, Trading, Trading Systems, Portfolio Management, Investment Banking, Valuation, Financial Markets, Investments, Series 7, Series 63, Fund Of Funds, Bloomberg
Education
The Ohio State University 1987 — 1991
BS, Economics and International Studies
New York Institue of Finance
Finance, General
Tony Meyers's Furman Selz Experience March 1996 - September 1996
Job Trader
Industry Financial Services
Experience
Deutsche Bank February 2013 - Present
Hammerstone Group October 2011 - March 2013
CRT CAPITAL LLC July 2005 - October 2011
UBS Investment Bank May 1998 - May 2005
Cantor Fitzgerald September 1996 - February 1998
Furman Selz March 1996 - September 1996
CS First Boston May 1994 - March 1996
Bear/Hunter Specialist May 1993 - May 1994
Skills
Series 7, Alternative Investments, Bloomberg, Bonds, Capital Markets, Equities, Equity Research, Equity Trading, FINRA, Fixed Income, Hedge Funds, Options, Proprietary Trading, Securities, Series 63, Trading, Trading Systems
Education
Providence College 1988 — 1992
Deutsche Bank February 2013 - Present
Hammerstone Group October 2011 - March 2013
CRT CAPITAL LLC July 2005 - October 2011
UBS Investment Bank May 1998 - May 2005
Cantor Fitzgerald September 1996 - February 1998
Furman Selz March 1996 - September 1996
CS First Boston May 1994 - March 1996
Bear/Hunter Specialist May 1993 - May 1994
Skills
Series 7, Alternative Investments, Bloomberg, Bonds, Capital Markets, Equities, Equity Research, Equity Trading, FINRA, Fixed Income, Hedge Funds, Options, Proprietary Trading, Securities, Series 63, Trading, Trading Systems
Education
Providence College 1988 — 1992
John Tinker's Furman Selz Experience 1992 - 1996
Job Senior Media Analyst, Gabelli & Company
Industry Investment Banking
Experience
Gabelli & Company Partner, Senior Media AnalystMaxim Group2010 - Present
Steamer Capital 2008 - 2010
Sandler Capital October 2006 - September 2008
ThinkEquity Partners 2004 - 2006
Blaylock & Partners 2002 - 2004
Steamer Capital 1999 - 2002
Montgomery Securities 1996 - 1999
BOFA Securities 1996 - 1999
Furman Selz 1992 - 1996
Morgan Stanley 1987 - 1990
Skills
Private Equity, Hedge Funds, Investments, Venture Capital, Equities, Financial Modeling, Portfolio Management, Securities, Equity Research, Investment Banking, Mergers & Acquisitions, Capital Markets, Alternative Investments, Financial Services, Research, Valuation, Asset Management, Corporate Finance, Corporate Development, Bloomberg, Investor Relations, Emerging Markets
Education
University of Oxford 1975 — 1978
MA, Politics, Philosophy & Economics
Gabelli & Company Partner, Senior Media AnalystMaxim Group2010 - Present
Steamer Capital 2008 - 2010
Sandler Capital October 2006 - September 2008
ThinkEquity Partners 2004 - 2006
Blaylock & Partners 2002 - 2004
Steamer Capital 1999 - 2002
Montgomery Securities 1996 - 1999
BOFA Securities 1996 - 1999
Furman Selz 1992 - 1996
Morgan Stanley 1987 - 1990
Skills
Private Equity, Hedge Funds, Investments, Venture Capital, Equities, Financial Modeling, Portfolio Management, Securities, Equity Research, Investment Banking, Mergers & Acquisitions, Capital Markets, Alternative Investments, Financial Services, Research, Valuation, Asset Management, Corporate Finance, Corporate Development, Bloomberg, Investor Relations, Emerging Markets
Education
University of Oxford 1975 — 1978
MA, Politics, Philosophy & Economics
David Liddy's Furman Selz Experience 1997 - 2001
Job Senior Vice President Citigroup Global Transaction Services
Industry Financial Services
Experience
Citigroup Global Transaction Services February 2005 - Present
Alliance Capital 2001 - 2005
Furman Selz 1997 - 2001
Gabelli Asset Management 1995 - 1997
Education
Fordham Gabelli School of Business 1997 — 1999
MBA, Finance
Fordham University 1993 — 1995
BS, Finance, Management
Citigroup Global Transaction Services February 2005 - Present
Alliance Capital 2001 - 2005
Furman Selz 1997 - 2001
Gabelli Asset Management 1995 - 1997
Education
Fordham Gabelli School of Business 1997 — 1999
MBA, Finance
Fordham University 1993 — 1995
BS, Finance, Management
David Doft's Furman Selz Experience 1993 - 1994
Job Chief Financial Officer at MDC Partners
Industry Marketing and Advertising
Experience
MDC Partners August 2007 - Present
Cobalt Capital July 2005 - July 2007
Level Global Investors 2003 - 2005
CIBC World Markets 2002 - 2003
ABN AMRO/ING Barings/Furman Selz 1996 - 2001
Donaldson, Lufkin & Jenrette 1994 - 1996
Furman Selz 1993 - 1994
Skills
Financial Modeling, Private Equity, Equity Research, Investments, Valuation, Mergers, Equities, Hedge Funds, Venture Capital, Corporate Finance, Financial Analysis, Investor Relations, Mergers & Acquisitions, Investment Banking, Finance, Financial Reporting
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics/Finance
MDC Partners August 2007 - Present
Cobalt Capital July 2005 - July 2007
Level Global Investors 2003 - 2005
CIBC World Markets 2002 - 2003
ABN AMRO/ING Barings/Furman Selz 1996 - 2001
Donaldson, Lufkin & Jenrette 1994 - 1996
Furman Selz 1993 - 1994
Skills
Financial Modeling, Private Equity, Equity Research, Investments, Valuation, Mergers, Equities, Hedge Funds, Venture Capital, Corporate Finance, Financial Analysis, Investor Relations, Mergers & Acquisitions, Investment Banking, Finance, Financial Reporting
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics/Finance
Drew Trivisonno's Furman Selz Experience 1998 - 1999
Job Vice President at Viscogliosi & Company
Industry Financial Services
Experience
Viscogliosi Brothers, LLC February 2006 - Present
Greenport Capital May 2003 - February 2006
seabury group 2000 - 2002
Ryan Beck 1999 - 2000
Furman Selz 1998 - 1999
Credit Lyonnais 1996 - 1998
Merrill Lynch 1994 - 1996
Skills
Venture Capital, Investments, Finance, Corporate Finance, Valuation, Medical Devices, Equities, Asset Based Lending, Financial Modeling, Energy, Hedge Funds, Transportation, Aerospace, Mergers, Mergers & Acquisitions, Private Equity, Debt & Equity Financing, Due Diligence, Investment Banking, Management, Financial Analysis, Strategy, Capital Markets, Strategic Planning, Start-ups
Education
Babson College 1990 — 1994
BS, Accounting
New Canaan High School 1986 — 1990
Viscogliosi Brothers, LLC February 2006 - Present
Greenport Capital May 2003 - February 2006
seabury group 2000 - 2002
Ryan Beck 1999 - 2000
Furman Selz 1998 - 1999
Credit Lyonnais 1996 - 1998
Merrill Lynch 1994 - 1996
Skills
Venture Capital, Investments, Finance, Corporate Finance, Valuation, Medical Devices, Equities, Asset Based Lending, Financial Modeling, Energy, Hedge Funds, Transportation, Aerospace, Mergers, Mergers & Acquisitions, Private Equity, Debt & Equity Financing, Due Diligence, Investment Banking, Management, Financial Analysis, Strategy, Capital Markets, Strategic Planning, Start-ups
Education
Babson College 1990 — 1994
BS, Accounting
New Canaan High School 1986 — 1990
Tara A. Cone's Furman Selz Experience 1996 - 1998
Job Managing Director at Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company April 2002 - Present
ABN AMRO Bank N.V. 2000 - 2002
Prudential 1998 - 2000
Furman Selz 1996 - 1998
Skills
Equities, Hedge Funds, Capital Markets, Bloomberg, Series 7, Alternative Investments, Investment Banking, Fixed Income, Equity Research, Valuation, Series 63, Private Equity, Securities, Trading, Asset Management, Financial Modeling, Investments, Derivatives, Equity Derivatives, Options, Portfolio Management, Structured Products
Education
Dickinson College 1992 — 1996
Bachelor of Arts (B.A.), International/Global Studies
Convent of the Sacred Heart 1989 — 1992
Jefferies & Company April 2002 - Present
ABN AMRO Bank N.V. 2000 - 2002
Prudential 1998 - 2000
Furman Selz 1996 - 1998
Skills
Equities, Hedge Funds, Capital Markets, Bloomberg, Series 7, Alternative Investments, Investment Banking, Fixed Income, Equity Research, Valuation, Series 63, Private Equity, Securities, Trading, Asset Management, Financial Modeling, Investments, Derivatives, Equity Derivatives, Options, Portfolio Management, Structured Products
Education
Dickinson College 1992 — 1996
Bachelor of Arts (B.A.), International/Global Studies
Convent of the Sacred Heart 1989 — 1992
Josh Weismer's Furman Selz Experience August 1998 - April 2000
Job Managing Director at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital September 2013 - Present
Macquarie Capital (USA) Inc. March 2008 - August 2013
Banc of America Securities LLC June 2006 - February 2008
Thomas Weisel Partners April 2000 - May 2006
Furman Selz August 1998 - April 2000
Skills
LBO, Investment Banking, Capital Markets, Equity Capital Markets, Private Placements, Private Equity, Valuation, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Lehigh University 1990 — 1994
Bachelor of Science, Mechanical Engineering
Manheim Township High School 1986 — 1990
Scotia Capital September 2013 - Present
Macquarie Capital (USA) Inc. March 2008 - August 2013
Banc of America Securities LLC June 2006 - February 2008
Thomas Weisel Partners April 2000 - May 2006
Furman Selz August 1998 - April 2000
Skills
LBO, Investment Banking, Capital Markets, Equity Capital Markets, Private Placements, Private Equity, Valuation, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Lehigh University 1990 — 1994
Bachelor of Science, Mechanical Engineering
Manheim Township High School 1986 — 1990
Hal Berson's Furman Selz Experience 1999 - 2000
Job Senior Trader at Atlantic Investment Mgmt Inc.
Industry Investment Management
Experience
Atlantic Investment Mgmt Inc. July 2002 - Present
Atlantic Investment Management 2002 - Present
ABN AMRO 1999 - 2002
ABN Amro Securities 1999 - 2002
ING Barings 1999 - 2000
Furman Selz 1999 - 2000
State Street Bank November 1995 - March 1999
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Investments, Equity Trading, Bloomberg, Trading, Electronic Trading, Venture Capital, Equity Research
Education
Boston College 1991 — 1995
BS, Finance
Wallace E. Carroll School of Management 1991 — 1995
BS, Finance and Information Systems
Atlantic Investment Mgmt Inc. July 2002 - Present
Atlantic Investment Management 2002 - Present
ABN AMRO 1999 - 2002
ABN Amro Securities 1999 - 2002
ING Barings 1999 - 2000
Furman Selz 1999 - 2000
State Street Bank November 1995 - March 1999
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Investments, Equity Trading, Bloomberg, Trading, Electronic Trading, Venture Capital, Equity Research
Education
Boston College 1991 — 1995
BS, Finance
Wallace E. Carroll School of Management 1991 — 1995
BS, Finance and Information Systems
Bounseum Luangkhot's Furman Selz Experience June 1995 - 2000
Job IT at Edge Technology Group
Industry Information Technology and Services
Experience
Edge Technology Group 2007 - Present
Amaranth LLC 2004 - 2006
Amaranth Group Inc. 2004 - 2006
ING 2000 - 2005
Furman Selz June 1995 - 2000
Related 1989 - June 1995
Education
Binghamton University 1981 — 1987
Edge Technology Group 2007 - Present
Amaranth LLC 2004 - 2006
Amaranth Group Inc. 2004 - 2006
ING 2000 - 2005
Furman Selz June 1995 - 2000
Related 1989 - June 1995
Education
Binghamton University 1981 — 1987
Seth Wilson's Furman Selz Experience September 1992 - June 1998
Job Managing Partner at Headhaul Capital Partners LLC
Industry Financial Services
Experience
Headhaul Capital Partners LLC April 2014 - Present
Jefferies Capital Partners April 2000 - March 2014
ING Furman Selz Asset Management August 1998 - March 2000
Furman Selz September 1992 - June 1998
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Venture Capital, Capital Markets, Valuation, Corporate Development, Equities, Financial Modeling, Due Diligence, Corporate Finance, LBO, Investments, Alternative Investments
Education
Stanford University Graduate School of Business 1996 — 1998
MBA, Business
Harvard University 1988 — 1992
AB, Government
Fieldston 1984 — 1988
Headhaul Capital Partners LLC April 2014 - Present
Jefferies Capital Partners April 2000 - March 2014
ING Furman Selz Asset Management August 1998 - March 2000
Furman Selz September 1992 - June 1998
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Venture Capital, Capital Markets, Valuation, Corporate Development, Equities, Financial Modeling, Due Diligence, Corporate Finance, LBO, Investments, Alternative Investments
Education
Stanford University Graduate School of Business 1996 — 1998
MBA, Business
Harvard University 1988 — 1992
AB, Government
Fieldston 1984 — 1988
Stephen Gengaro's Furman Selz Experience January 1997 - January 1999
Job Managing Director / Oil Service analyst at Sterne Agee
Industry Investment Management
Experience
Undisclosed Investment Bank September 2011 - Present
Jefferies & Company June 2002 - August 2011
ING Barings 1999 - 2001
Furman Selz January 1997 - January 1999
Salomon Brothers 1995 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MBA, Finance
The Catholic University of America 1986 — 1990
B.A, Economics
Undisclosed Investment Bank September 2011 - Present
Jefferies & Company June 2002 - August 2011
ING Barings 1999 - 2001
Furman Selz January 1997 - January 1999
Salomon Brothers 1995 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MBA, Finance
The Catholic University of America 1986 — 1990
B.A, Economics
Keith Fletcher's Furman Selz Experience 1985 - 1989
Job Vice Chairman at American Independence Financial Services
Industry Investment Management
Experience
American Independence Financial Services 2013 - Present
Guggenheim Investments 2008 - 2012
Lyster Watson November 2007 - November 2008
Fletcher Financial Group Inc. 2004 - 2007
Van Eck Global 1992 - 2004
Fidelity Investments 1989 - 1992
Furman Selz 1985 - 1989
Dreyfus 1979 - 1985
Skills
Mutual Funds, Alternative Investments, ETFs, Series 7, Asset Managment, Equities, Hedge Funds, Investments, Portfolio Management, Series 63, Investment Strategies, Fixed Income, Asset Allocation, Asset Management, Financial Services, Investment Management, Securities, Series 24
Education
Saint Peter's University 1975 — 1979
Weehawken High School 1972 — 1975
American Independence Financial Services 2013 - Present
Guggenheim Investments 2008 - 2012
Lyster Watson November 2007 - November 2008
Fletcher Financial Group Inc. 2004 - 2007
Van Eck Global 1992 - 2004
Fidelity Investments 1989 - 1992
Furman Selz 1985 - 1989
Dreyfus 1979 - 1985
Skills
Mutual Funds, Alternative Investments, ETFs, Series 7, Asset Managment, Equities, Hedge Funds, Investments, Portfolio Management, Series 63, Investment Strategies, Fixed Income, Asset Allocation, Asset Management, Financial Services, Investment Management, Securities, Series 24
Education
Saint Peter's University 1975 — 1979
Weehawken High School 1972 — 1975
Robert Hering's Furman Selz Experience 1986 - 1997
Job Managing Director at Cogent Alternative Strategies
Industry Financial Services
Experience
Cogent Alternative Strategies February 2005 - Present
Carret & Company 2003 - 2005
Furman Selz 1986 - 1997
Skills
Hedge Funds, Alternative Investments, Fixed Income, Mutual Funds, Securities, Asset Management, Series 7, Asset Allocation, Investment Strategies, Series 63, Investment Management, Bloomberg, Private Equity, Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
Bachelor of Science (B.S.)
Cogent Alternative Strategies February 2005 - Present
Carret & Company 2003 - 2005
Furman Selz 1986 - 1997
Skills
Hedge Funds, Alternative Investments, Fixed Income, Mutual Funds, Securities, Asset Management, Series 7, Asset Allocation, Investment Strategies, Series 63, Investment Management, Bloomberg, Private Equity, Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
Bachelor of Science (B.S.)
Winston Huie's Furman Selz Experience October 1994 - September 1995
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC December 2004 - Present
Gruntal & Co October 1995 - October 2001
Furman Selz October 1994 - September 1995
Kidder Peabody October 1982 - October 1994
Kalb Voorhis & Co May 1976 - October 1982
Skills
Equities, Investments, Finance, Securities, Asset Management, Equity Trading, Wealth Management, Mutual Funds, Trading
Education
Columbia University in the City of New York 1977 — 1982
AXA Advisors, LLC December 2004 - Present
Gruntal & Co October 1995 - October 2001
Furman Selz October 1994 - September 1995
Kidder Peabody October 1982 - October 1994
Kalb Voorhis & Co May 1976 - October 1982
Skills
Equities, Investments, Finance, Securities, Asset Management, Equity Trading, Wealth Management, Mutual Funds, Trading
Education
Columbia University in the City of New York 1977 — 1982
Andrew Tonge's Furman Selz Experience 1989 - 2004
Job Relationship/Operations Manager at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company July 2007 - Present
Banc of America Securities May 2006 - July 2007
Bank of America 2006 - 2007
Furman Selz 1989 - 2004
ING Barings 1999 - 2001
Education
Pace University - Lubin School of Business
Reliance Trust Company July 2007 - Present
Banc of America Securities May 2006 - July 2007
Bank of America 2006 - 2007
Furman Selz 1989 - 2004
ING Barings 1999 - 2001
Education
Pace University - Lubin School of Business
David Wally's Furman Selz Experience 1997 - 1998
Job Edge Technology Group
Industry Information Technology and Services
Experience
Edge Technology Group April 2007 - Present
Amaranth 2003 - 2007
Barclays 1998 - 2003
Furman Selz 1997 - 1998
KPMG 1995 - 1997
PricewaterhouseCoopers 1992 - 1993
Skills
IT Strategy, Hedge Funds, Vendor Management, Bloomberg, Fixed Income, Disaster Recovery, Portfolio Management, Equities, Business Analysis, Active Directory, Asset Management
Education
University at Albany, SUNY 1989 — 1991
Edge Technology Group April 2007 - Present
Amaranth 2003 - 2007
Barclays 1998 - 2003
Furman Selz 1997 - 1998
KPMG 1995 - 1997
PricewaterhouseCoopers 1992 - 1993
Skills
IT Strategy, Hedge Funds, Vendor Management, Bloomberg, Fixed Income, Disaster Recovery, Portfolio Management, Equities, Business Analysis, Active Directory, Asset Management
Education
University at Albany, SUNY 1989 — 1991
Joan Brody's Furman Selz Experience 1992 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
AIG Royal Alliance 2008 - Present
UBS June 1994 - October 2004
UBS Investment Bank 1994 - 2004
Furman Selz 1992 - 1996
Skills
Equities, Securities, Bloomberg, Wealth Management, Investments, Mutual Funds, Alternative Investments, Asset Managment
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
BA, Finance
AIG Royal Alliance 2008 - Present
UBS June 1994 - October 2004
UBS Investment Bank 1994 - 2004
Furman Selz 1992 - 1996
Skills
Equities, Securities, Bloomberg, Wealth Management, Investments, Mutual Funds, Alternative Investments, Asset Managment
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
BA, Finance
Karen Foley, CPA's Furman Selz Experience September 1994 - December 1995
Job Managing Director at ACA Compliance Group
Industry Investment Management
Experience
ACA Performance Services March 2014 - Present
CFA Institute 2010 - Present
Deloitte & Touche September 2000 - March 2014
Credit Suisse Asset Management 1998 - September 2000
Warburg Pincus Asset Management July 1997 - September 2000
Stein Roe & Farnham December 1995 - July 1997
Furman Selz September 1994 - December 1995
Oppenheimer Capital February 1993 - September 1994
Skills
Investment Management, Asset Managment, Mutual Funds, GIPS, Investment Performance, Auditing, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Equities, Investments, Performance Measurement, Investment Advisory, Fund Accounting, Risk Management, Operational Risk, Internal Controls, Client Services, Asset Management, Financial Services, Fixed Income, Management Consulting
Education
Hofstra University 1989 — 1992
Bachelor of Business Administration (BBA), Accounting
Sachem
ACA Performance Services March 2014 - Present
CFA Institute 2010 - Present
Deloitte & Touche September 2000 - March 2014
Credit Suisse Asset Management 1998 - September 2000
Warburg Pincus Asset Management July 1997 - September 2000
Stein Roe & Farnham December 1995 - July 1997
Furman Selz September 1994 - December 1995
Oppenheimer Capital February 1993 - September 1994
Skills
Investment Management, Asset Managment, Mutual Funds, GIPS, Investment Performance, Auditing, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Equities, Investments, Performance Measurement, Investment Advisory, Fund Accounting, Risk Management, Operational Risk, Internal Controls, Client Services, Asset Management, Financial Services, Fixed Income, Management Consulting
Education
Hofstra University 1989 — 1992
Bachelor of Business Administration (BBA), Accounting
Sachem
Steve Sivillo's Furman Selz Experience December 1994 - January 1997
Job at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
Vinnie Croutier's Furman Selz Experience 1991 - 1999
Job salestrader at b riley co
Industry Financial Services
Experience
b riley co salestraderFirst Albany1999 - 2008
First Albany Capital 1999 - 2007
Furman Selz 1991 - 1999
Education
State University of New York College at Oneonta 1976 — 1980
b riley co salestraderFirst Albany1999 - 2008
First Albany Capital 1999 - 2007
Furman Selz 1991 - 1999
Education
State University of New York College at Oneonta 1976 — 1980
Darcy Draeger's Furman Selz Experience August 1994 - November 1996
Job Senior regulatory analyst at UBS Investment Bank
Industry Research
Experience
UBS Investment Bank February 1997 - Present
Furman Selz August 1994 - November 1996
The Moscow Institute of Social and Political Studies September 1992 - August 1994
Skills
Regulatory Analysis, Equities, Financial Regulation, Securities Regulation, Business Process..., Regulatory Documentation, Equity Research, Data Analysis, Editorial, Technical Writing, Business Writing, Capital Markets, Securities, Fixed Income, Investment Banking, Analysis
Education
Indiana University Bloomington 1988 — 1992
BA, Journalism/Poli Sci
UBS Investment Bank February 1997 - Present
Furman Selz August 1994 - November 1996
The Moscow Institute of Social and Political Studies September 1992 - August 1994
Skills
Regulatory Analysis, Equities, Financial Regulation, Securities Regulation, Business Process..., Regulatory Documentation, Equity Research, Data Analysis, Editorial, Technical Writing, Business Writing, Capital Markets, Securities, Fixed Income, Investment Banking, Analysis
Education
Indiana University Bloomington 1988 — 1992
BA, Journalism/Poli Sci
Anita Hlibczuk's Furman Selz Experience June 1994 - June 1997
Job Senior Analyst at U.S. Steel and Carnegie Pension Fund
Industry Financial Services
Experience
U.S. Steel and Carnegie Pension Fund 2010 - Present
CDP U.S., Inc. 2006 - 2009
Fiduciary Trust Company May 2000 - May 2005
Fiduciary Trust Company International 2000 - 2005
Bank Julius Baer (currently Artio Global Investors) December 1998 - April 2000
Merrill Lynch June 1997 - October 1998
Furman Selz June 1994 - June 1997
Bankers Trust June 1984 - April 1994
Price Waterhouse February 1982 - April 1984
Roots, Inc. 1979 - June 1980
Skills
Equities, Portfolio Management, Mutual Funds, Corporate Finance, Credit Analysis, Investment Management, Private Banking, Sell Side, Equity Valuation, Equity Research, Capital Markets, Bloomberg, Fixed Income, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
A.P.C., Finance
Pace University - Lubin School of Business 1980 — 1982
M.B.A., Computer Information Science
Kean University 1975 — 1979
B.S., Accounting
U.S. Steel and Carnegie Pension Fund 2010 - Present
CDP U.S., Inc. 2006 - 2009
Fiduciary Trust Company May 2000 - May 2005
Fiduciary Trust Company International 2000 - 2005
Bank Julius Baer (currently Artio Global Investors) December 1998 - April 2000
Merrill Lynch June 1997 - October 1998
Furman Selz June 1994 - June 1997
Bankers Trust June 1984 - April 1994
Price Waterhouse February 1982 - April 1984
Roots, Inc. 1979 - June 1980
Skills
Equities, Portfolio Management, Mutual Funds, Corporate Finance, Credit Analysis, Investment Management, Private Banking, Sell Side, Equity Valuation, Equity Research, Capital Markets, Bloomberg, Fixed Income, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
A.P.C., Finance
Pace University - Lubin School of Business 1980 — 1982
M.B.A., Computer Information Science
Kean University 1975 — 1979
B.S., Accounting
Edwin H. Gordon's Furman Selz Experience 1994 - 1996
Job Managing Director at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann & Co July 2008 - Present
Merriman Curhan Ford 2007 - 2008
Punk, Ziegel & Company 2000 - 2007
SG Cowen 1996 - 2000
Furman Selz 1994 - 1996
Morgan Stanley & Co 1990 - 1994
Skills
Venture Capital, Private Equity, Corporate Development, Private Placements, Investment Banking, IPO, Valuation, Mergers & Acquisitions, Start-ups, Mergers, Due Diligence, Financial Modeling, Asset Management, Investor Relations, Business Strategy, Restructuring, Business Valuation, Management Consulting, Corporate Finance, Equity Research, Capital Markets, Alternative Investments, Hedge Funds, Strategy, Entrepreneurship, M&A experience, LBO, Emerging Markets, Equities, Investments, Business Planning, Portfolio Management, Securities, Capital Raising, Equity Valuation, Financial Structuring, Capital, Investment Management, Divestitures, Funding, Equity Trading
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Economics
University of Pittsburgh
Bachelor of Arts (B.A.), Economics
Ladenburg Thalmann & Co July 2008 - Present
Merriman Curhan Ford 2007 - 2008
Punk, Ziegel & Company 2000 - 2007
SG Cowen 1996 - 2000
Furman Selz 1994 - 1996
Morgan Stanley & Co 1990 - 1994
Skills
Venture Capital, Private Equity, Corporate Development, Private Placements, Investment Banking, IPO, Valuation, Mergers & Acquisitions, Start-ups, Mergers, Due Diligence, Financial Modeling, Asset Management, Investor Relations, Business Strategy, Restructuring, Business Valuation, Management Consulting, Corporate Finance, Equity Research, Capital Markets, Alternative Investments, Hedge Funds, Strategy, Entrepreneurship, M&A experience, LBO, Emerging Markets, Equities, Investments, Business Planning, Portfolio Management, Securities, Capital Raising, Equity Valuation, Financial Structuring, Capital, Investment Management, Divestitures, Funding, Equity Trading
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Economics
University of Pittsburgh
Bachelor of Arts (B.A.), Economics
James MacCune's Furman Selz Experience March 1988 - October 1996
Job VP Sales Administration at DST Systems
Industry Financial Services
Experience
DST Systems May 2005 - Present
Mercantile Bank February 2002 - February 2004
ING Funds May 1998 - January 2001
Lazard Asset Management October 1995 - May 1998
Furman Selz March 1988 - October 1996
Skills
Finance, Retirement, Team Leadership, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Strategic Planning, Relationship Management, Series 63, Customer Service, Project Management, Investments, 401k, Business Analysis, CRM, Call Centers, Investment Management, Portfolio Management, Risk Management, Securities, Series 6, Series 7, Asset Management, Equities, Alternative Investments, Wealth Management, Management
Education
Northeastern University
DST Systems May 2005 - Present
Mercantile Bank February 2002 - February 2004
ING Funds May 1998 - January 2001
Lazard Asset Management October 1995 - May 1998
Furman Selz March 1988 - October 1996
Skills
Finance, Retirement, Team Leadership, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Strategic Planning, Relationship Management, Series 63, Customer Service, Project Management, Investments, 401k, Business Analysis, CRM, Call Centers, Investment Management, Portfolio Management, Risk Management, Securities, Series 6, Series 7, Asset Management, Equities, Alternative Investments, Wealth Management, Management
Education
Northeastern University
Paul Benjamin's Furman Selz Experience 1995 - 1998
Job Director at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo June 2014 - Present
Paul Benjamin Management LLC May 2013 - Present
P. Benjamin LLC September 2011 - Present
Bank of America June 2013 - May 2014
Barclays Capital June 2010 - May 2013
UBS Investment Bank December 2003 - May 2010
ABN AMRO 2001 - 2003
ING January 1999 - December 2001
Furman Selz 1995 - 1998
Skills
Prime Brokerage, Hedge Funds, Equity Derivatives, Swaps, Securities Lending, Fixed Income, Trading Systems, Credit Derivatives, Equities, Middle Office, Capital Markets, Investment Banking, Alternative Investments, Electronic Trading, Options, FX Options, Structured Products, Derivatives, Portfolio Management, Financial Services, SDLC, Market Data, Investments, Back Office, Trading
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Computer information Systems; Finance; Black Studies
Wells Fargo June 2014 - Present
Paul Benjamin Management LLC May 2013 - Present
P. Benjamin LLC September 2011 - Present
Bank of America June 2013 - May 2014
Barclays Capital June 2010 - May 2013
UBS Investment Bank December 2003 - May 2010
ABN AMRO 2001 - 2003
ING January 1999 - December 2001
Furman Selz 1995 - 1998
Skills
Prime Brokerage, Hedge Funds, Equity Derivatives, Swaps, Securities Lending, Fixed Income, Trading Systems, Credit Derivatives, Equities, Middle Office, Capital Markets, Investment Banking, Alternative Investments, Electronic Trading, Options, FX Options, Structured Products, Derivatives, Portfolio Management, Financial Services, SDLC, Market Data, Investments, Back Office, Trading
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Computer information Systems; Finance; Black Studies
Steve Kaasbell's Furman Selz Experience 1995 - May 1998
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Raymond James November 2002 - Present
ING 1995 - 2000
Furman Selz 1995 - May 1998
Education
Georgia State University 1992 — 1995
BBA, Finance
Raymond James November 2002 - Present
ING 1995 - 2000
Furman Selz 1995 - May 1998
Education
Georgia State University 1992 — 1995
BBA, Finance
Craig Tscherne's Furman Selz Experience 1995 - 2000
Job ED at JP Morgan
Industry Semiconductors
Experience
JP Morgan March 2008 - Present
BofA 2004 - 2007
Furman Selz 1995 - 2000
CIBC World Markets 1901 - 1928
Skills
Equities, Hedge Funds, Trading Systems, Electronic Trading, Trading, Bloomberg, Equity Trading, Investment Banking, Risk Management
Education
The Citadel 1988 — 1993
BS, Stats
Union College
JP Morgan March 2008 - Present
BofA 2004 - 2007
Furman Selz 1995 - 2000
CIBC World Markets 1901 - 1928
Skills
Equities, Hedge Funds, Trading Systems, Electronic Trading, Trading, Bloomberg, Equity Trading, Investment Banking, Risk Management
Education
The Citadel 1988 — 1993
BS, Stats
Union College
Mary Ellen Smith's Furman Selz Experience 1982 - 1987
Job Accredited Dog Trainer/Customer Service Representiative at PetSmart
Industry Financial Services
Experience
PetSmart September 2012 - Present
Topeka Capital Markets, Inc April 2011 - July 2012
PetSmart December 2009 - April 2011
ING Investment Management 2002 - 2009
Merrill Lynch Investment Management January 1997 - January 2002
Rockefeller & Co January 1994 - January 1997
Prudential Financial 1990 - 1994
Prudential Financial 1988 - 1990
Prudential Financial 1987 - 1988
Furman Selz 1982 - 1987
Skills
Equities, Trading, Portfolio Management, Stocks, Series 7, Equity Trading, Series 63, Options, Hedge Funds, Bloomberg, Series 55, FX Options, Emerging Markets, Mutual Funds, Back Office, FINRA, Trading Strategies, Quantitative Analytics, Risk Management, Equity Research, Commodity, Investments, Foreign Exchange, Trading Systems, Electronic Trading, Financial Markets, Alternative Investments, Bloomberg Terminal, Derivatives, Investment Banking, Asset Management, Financial Modeling, Financial Risk, Financial Services, Investment Management, Investment Strategies, Investor Relations, Valuation
Education
New York University - Leonard N. Stern School of Business 1986 — 1992
MBA, Finance
University at Buffalo 1975 — 1977
MSW, community organizing
Binghamton University 1971 — 1975
BA, Sociology
Corning Painted Post West High
PetSmart September 2012 - Present
Topeka Capital Markets, Inc April 2011 - July 2012
PetSmart December 2009 - April 2011
ING Investment Management 2002 - 2009
Merrill Lynch Investment Management January 1997 - January 2002
Rockefeller & Co January 1994 - January 1997
Prudential Financial 1990 - 1994
Prudential Financial 1988 - 1990
Prudential Financial 1987 - 1988
Furman Selz 1982 - 1987
Skills
Equities, Trading, Portfolio Management, Stocks, Series 7, Equity Trading, Series 63, Options, Hedge Funds, Bloomberg, Series 55, FX Options, Emerging Markets, Mutual Funds, Back Office, FINRA, Trading Strategies, Quantitative Analytics, Risk Management, Equity Research, Commodity, Investments, Foreign Exchange, Trading Systems, Electronic Trading, Financial Markets, Alternative Investments, Bloomberg Terminal, Derivatives, Investment Banking, Asset Management, Financial Modeling, Financial Risk, Financial Services, Investment Management, Investment Strategies, Investor Relations, Valuation
Education
New York University - Leonard N. Stern School of Business 1986 — 1992
MBA, Finance
University at Buffalo 1975 — 1977
MSW, community organizing
Binghamton University 1971 — 1975
BA, Sociology
Corning Painted Post West High
Sergio Lupetin's Furman Selz Experience 1995 - 1999
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1999 - Present
FUrman Selz 1995 - 1999
ABN AMRO (formerly Furman Selz/ING Barings) 1995 - 1999
Nomura Securities 1990 - 1995
PwC January 1988 - July 1990
Skills
Financial Analysis, Equities, Risk Management, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Corporate Finance, Hedge Funds, Regulatory Requirements, Financial Reporting, Broker-Dealer, series 27
Education
Saint John's University 1985 — 1988
Master of Business Administration (MBA), Accounting
Fordham University 1980 — 1984
BA, Economics
Morgan Stanley August 1999 - Present
FUrman Selz 1995 - 1999
ABN AMRO (formerly Furman Selz/ING Barings) 1995 - 1999
Nomura Securities 1990 - 1995
PwC January 1988 - July 1990
Skills
Financial Analysis, Equities, Risk Management, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Corporate Finance, Hedge Funds, Regulatory Requirements, Financial Reporting, Broker-Dealer, series 27
Education
Saint John's University 1985 — 1988
Master of Business Administration (MBA), Accounting
Fordham University 1980 — 1984
BA, Economics
Andrew Giangrave's Furman Selz Experience August 1998 - October 1998
Job Managing Director at CIT
Industry Financial Services
Experience
CIT April 2006 - Present
GE Capital December 1993 - March 2006
Furman Selz August 1998 - October 1998
Skills
Special Situations, Leveraged Finance, Credit Analysis, Capital Markets, Asset Based Lending, Valuation, Portfolio Management, Financial Structuring, Structured Finance, Mezzanine, Corporate Finance, Financial Modeling, LBO
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
University of Connecticut 1988 — 1992
BS, Finance
CIT April 2006 - Present
GE Capital December 1993 - March 2006
Furman Selz August 1998 - October 1998
Skills
Special Situations, Leveraged Finance, Credit Analysis, Capital Markets, Asset Based Lending, Valuation, Portfolio Management, Financial Structuring, Structured Finance, Mezzanine, Corporate Finance, Financial Modeling, LBO
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
University of Connecticut 1988 — 1992
BS, Finance
Katherine Ingravallo's Furman Selz Experience March 1996 - July 1999
Job VP Operations Management
Industry Financial Services
Experience
Electra Information Systems November 2009 - Present
Pershing June 2007 - April 2009
MEAG November 2005 - June 2007
State Street Investment Management Services, Inc February 2003 - November 2005
J & W Seligman May 1999 - February 2003
Furman Selz March 1996 - July 1999
Skills
Equities, Portfolio Management, Trading, Asset Management, Accounting, Account Reconciliation, Banking, Management, Fixed Income, Securities, Financial Services, Hedge Funds, Back Office, Mutual Funds, Derivatives
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance and International Business
New York University 1985 — 1989
BA, Economics
Electra Information Systems November 2009 - Present
Pershing June 2007 - April 2009
MEAG November 2005 - June 2007
State Street Investment Management Services, Inc February 2003 - November 2005
J & W Seligman May 1999 - February 2003
Furman Selz March 1996 - July 1999
Skills
Equities, Portfolio Management, Trading, Asset Management, Accounting, Account Reconciliation, Banking, Management, Fixed Income, Securities, Financial Services, Hedge Funds, Back Office, Mutual Funds, Derivatives
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance and International Business
New York University 1985 — 1989
BA, Economics
Michael Fiedler's Furman Selz Experience 1993 - 1997
Job Director of NY Payroll Operations at CAPS Payroll
Industry Entertainment
Experience
CAPS Payroll December 2012 - Present
CAPS Payroll July 2011 - December 2012
CAPS Payroll November 2010 - June 2011
blackwalnut January 2009 - November 2010
Furman Selz 1993 - 1997
Skills
Television, Production Managment, Entertainment, Microsoft Office, Budgets, Project Management, Carpentry, Social Media, Broadcast, Editing, Payroll, Payroll Services, Payroll Analysis, Accounting, General Ledger, Microsoft Word, Accounts Payable, Outlook, Account Reconciliation, Microsoft Excel
Education
University at Albany
Bachelor of Science (BS), Economics
CAPS Payroll December 2012 - Present
CAPS Payroll July 2011 - December 2012
CAPS Payroll November 2010 - June 2011
blackwalnut January 2009 - November 2010
Furman Selz 1993 - 1997
Skills
Television, Production Managment, Entertainment, Microsoft Office, Budgets, Project Management, Carpentry, Social Media, Broadcast, Editing, Payroll, Payroll Services, Payroll Analysis, Accounting, General Ledger, Microsoft Word, Accounts Payable, Outlook, Account Reconciliation, Microsoft Excel
Education
University at Albany
Bachelor of Science (BS), Economics
Paul Criscione CFP(R)'s Furman Selz Experience 1994 - 1998
Job Wealth Manager at Freedom Capital Management
Industry Financial Services
Experience
Freedom Capital Management (FCM) March 2012 - Present
Merrill Lynch April 2010 - March 2012
P C 2006 - 2009
PRC Consulting LLC 2003 - 2006
ABN AMRO 2001 - 2003
ING Group 1998 - 2001
Furman Selz 1994 - 1998
Furman Selz 1988 - 1993
Skills
Equities, Portfolio Management, Strategic Financial..., Mutual Funds, Fixed Income, Banking, Securities, Capital Markets, Alternative Investments, Investment Advisory
Education
Boston University 2007 — 2009
Financial Planning and Services
New York Institute of Technology 1981 — 1985
Computer Science
Freedom Capital Management (FCM) March 2012 - Present
Merrill Lynch April 2010 - March 2012
P C 2006 - 2009
PRC Consulting LLC 2003 - 2006
ABN AMRO 2001 - 2003
ING Group 1998 - 2001
Furman Selz 1994 - 1998
Furman Selz 1988 - 1993
Skills
Equities, Portfolio Management, Strategic Financial..., Mutual Funds, Fixed Income, Banking, Securities, Capital Markets, Alternative Investments, Investment Advisory
Education
Boston University 2007 — 2009
Financial Planning and Services
New York Institute of Technology 1981 — 1985
Computer Science
Richard Salko's Furman Selz Experience January 1995 - December 1996
Job Sales Associate
Industry Real Estate
Experience
Coldwell Banker Real Estate April 2015 - Present
SalkoCapital January 1997 - April 2015
Furman Selz January 1995 - December 1996
Skills
Investments, Equities, Asset Management, Business Strategy, Financial Modeling, Capital Markets, Trading, Valuation, Real Estate, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BSEc, Management
Coldwell Banker Real Estate April 2015 - Present
SalkoCapital January 1997 - April 2015
Furman Selz January 1995 - December 1996
Skills
Investments, Equities, Asset Management, Business Strategy, Financial Modeling, Capital Markets, Trading, Valuation, Real Estate, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BSEc, Management
Andrew Levi's Furman Selz Experience August 1994 - March 1998
Job Financial Analyst/Assistant Portfolio Manager at Avon Capital/Millennium
Industry Investment Management
Experience
Avon Capital/Millennium Partners April 2012 - Present
Caris & Company January 2011 - April 2012
First New York Securities December 2009 - March 2010
RBC Trading February 2009 - November 2009
Bencourt January 2007 - October 2008
Bear Wagner Specialists March 2001 - January 2007
Credit Suisse March 1998 - February 2001
Furman Selz August 1994 - March 1998
Gruntal March 1994 - August 1994
Smith Barney April 1993 - April 1994
Education
Fairleigh Dickinson University 1985 — 1988
BS finance, Finance
Fieldston
Avon Capital/Millennium Partners April 2012 - Present
Caris & Company January 2011 - April 2012
First New York Securities December 2009 - March 2010
RBC Trading February 2009 - November 2009
Bencourt January 2007 - October 2008
Bear Wagner Specialists March 2001 - January 2007
Credit Suisse March 1998 - February 2001
Furman Selz August 1994 - March 1998
Gruntal March 1994 - August 1994
Smith Barney April 1993 - April 1994
Education
Fairleigh Dickinson University 1985 — 1988
BS finance, Finance
Fieldston
Stephanie Hurwitz's Furman Selz Experience October 1994 - July 1997
Job
Industry Financial Services
Experience
Scarsdale PT Council June 2010 - June 2012
UJA Scarsdale Women's Philanthropy June 2010 - June 2012
Greenacres PTA June 2009 - June 2010
Davis Polk & Wardwell LLP March 2001 - September 2001
BBVA July 1997 - March 2001
Furman Selz October 1994 - July 1997
Arthur Andersen September 1992 - October 1994
Education
The George Washington University 1988 — 1992
Bachelor of Accountancy, Accounting
John H Glenn High School 1985 — 1988
Scarsdale PT Council June 2010 - June 2012
UJA Scarsdale Women's Philanthropy June 2010 - June 2012
Greenacres PTA June 2009 - June 2010
Davis Polk & Wardwell LLP March 2001 - September 2001
BBVA July 1997 - March 2001
Furman Selz October 1994 - July 1997
Arthur Andersen September 1992 - October 1994
Education
The George Washington University 1988 — 1992
Bachelor of Accountancy, Accounting
John H Glenn High School 1985 — 1988
Harvard Winters's Furman Selz Experience 1989 - 1991
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Winters Report 2008 - Present
HomeMVP Corp 2008 - 2008
Oppenheimer and Co., Inc. 2006 - 2007
Nomura Securities International Inc. 2005 - 2006
FTN Financial 2002 - 2004
J.P. Morgan 1996 - 2001
Merrill Lynch 1993 - 1996
Furman Selz 1989 - 1991
Morgan Stanley 1987 - 1989
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA)
SUNY Albany 1984 — 1987
Bachelor of Science (BS), Economics
Archbishop Molloy High School
Archbishop Molloy High School
The Winters Report 2008 - Present
HomeMVP Corp 2008 - 2008
Oppenheimer and Co., Inc. 2006 - 2007
Nomura Securities International Inc. 2005 - 2006
FTN Financial 2002 - 2004
J.P. Morgan 1996 - 2001
Merrill Lynch 1993 - 1996
Furman Selz 1989 - 1991
Morgan Stanley 1987 - 1989
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA)
SUNY Albany 1984 — 1987
Bachelor of Science (BS), Economics
Archbishop Molloy High School
Archbishop Molloy High School
leopold swergold's Furman Selz Experience 1989 - 2005
Job managing member at anvers management company llc
Industry Financial Services
Experience
anvers management company llc 2004 - Present
Select Medical Corporation 2003 - Present
furman selz 1989 - 2005
Skills
Investments, Mergers, Healthcare, Joint Ventures, Financial Analysis, Negotiation, Hospitals, Non-profits, Health, Healthcare Management
Education
Harvard Business School 1962 — 1964
mba, finance
Columbia College (NY) 1958 — 1962
bachelor of arts, economics
anvers management company llc 2004 - Present
Select Medical Corporation 2003 - Present
furman selz 1989 - 2005
Skills
Investments, Mergers, Healthcare, Joint Ventures, Financial Analysis, Negotiation, Hospitals, Non-profits, Health, Healthcare Management
Education
Harvard Business School 1962 — 1964
mba, finance
Columbia College (NY) 1958 — 1962
bachelor of arts, economics
Brian Snyder's Furman Selz Experience 1993 - 1997
Job Managing Director at North Capital Private Securities
Industry Financial Services
Experience
North Capital Private Securities September 2014 - Present
Equiteer January 2013 - Present
Canaccord Genuity Inc. July 2008 - March 2010
Bear Stearns May 2002 - June 2008
ABN AMRO Bank N.V. 2001 - 2002
ING Barings 1997 - 2001
Furman Selz 1993 - 1997
Kidder Peabody 1992 - 1993
Furman Selz 1991 - 1992
Education
Lehigh University 1987 — 1990
BA, International Relations
North Capital Private Securities September 2014 - Present
Equiteer January 2013 - Present
Canaccord Genuity Inc. July 2008 - March 2010
Bear Stearns May 2002 - June 2008
ABN AMRO Bank N.V. 2001 - 2002
ING Barings 1997 - 2001
Furman Selz 1993 - 1997
Kidder Peabody 1992 - 1993
Furman Selz 1991 - 1992
Education
Lehigh University 1987 — 1990
BA, International Relations
Bruce Broekhuizen's Furman Selz Experience 1992 - 1993
Job President
Industry Investment Management
Experience
Self-employed Institutional SalemanFirst Albany1981 - 1999
Furman Selz 1992 - 1993
Skills
Portfolio Management
Education
NYU 1977 — 1981
Bachelor of Science (BS), Finance/Economics
Self-employed Institutional SalemanFirst Albany1981 - 1999
Furman Selz 1992 - 1993
Skills
Portfolio Management
Education
NYU 1977 — 1981
Bachelor of Science (BS), Finance/Economics
Adam W. Lyon, CFA's Furman Selz Experience November 1994 - April 2002
Job Vice President at Northern Trust Corporation
Industry Investment Banking
Experience
Northern Trust Corporation October 2013 - Present
Canaccord Genuity Inc. May 2002 - January 2013
Furman Selz November 1994 - April 2002
Skills
Equities, Investments, Alternative Investments, Investment Banking, PIPEs, Proprietary Trading, Investment Management, Venture Capital, Sales Management
Education
San Francisco State University 1992 — 1994
Master of Business Administration (MBA), Finance, General
UC Berkeley 1986 — 1990
Bachelor of Arts (B.A.), History
Northern Trust Corporation October 2013 - Present
Canaccord Genuity Inc. May 2002 - January 2013
Furman Selz November 1994 - April 2002
Skills
Equities, Investments, Alternative Investments, Investment Banking, PIPEs, Proprietary Trading, Investment Management, Venture Capital, Sales Management
Education
San Francisco State University 1992 — 1994
Master of Business Administration (MBA), Finance, General
UC Berkeley 1986 — 1990
Bachelor of Arts (B.A.), History
Charles Mica's Furman Selz Experience 1985 - 1999
Job Trader at CastleRock Partners
Industry Financial Services
Experience
CastleRock Partners 2005 - Present
Bear Stearns 1999 - 2005
Furman Selz 1985 - 1999
Education
Hofstra University
CastleRock Partners 2005 - Present
Bear Stearns 1999 - 2005
Furman Selz 1985 - 1999
Education
Hofstra University