Gleacher & Company
Industry: Company
DescriptionHeadquarters: New York City, NY Founded: 1990 Parent organization: Broadpoint Gleacher Securities Group Inc.
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Gleacher & Company Employees
Nest Labs November 2012 - Present
Gleacher & Company July 2011 - October 2012
Fireworks by Grucci January 2007 - December 2010
Skills
Cat Herding, Charcuterie
Education
Stanford University 2007 — 2011
Bachelor of Science, Management Science and Engineering
Punahou School 2000 — 2007
Pro Services I, LLC July 2015 - Present
ProLink Solutions October 2014 - June 2015
Gleacher & Company June 2008 - April 2013
RBS - Greenwich Capital Markets September 1994 - May 2008
Nomura Securities International June 1989 - September 1994
LF Rothschild & Company September 1986 - March 1989
Powers Research, Inc. June 1981 - September 1986
Thomson McKinnon Securities May 1980 - August 1980
Thomson McKinnon Securities June 1979 - August 1979
Skills
Enterprise Software, Management, Account Management, Sales, Business Development, Derivatives, Risk Management, Fixed Income, Portfolio Management, Trading, Bonds, Hedge Funds, Asset Management, Capital Markets
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
Master of Business Administration (M.B.A.), Finance and Accounting, 3.8
University of Pennsylvania - The Wharton School 1974 — 1978
Bachelor's Degree, Finance and Marketing, 3.1
Jefferies & Company May 2013 - Present
CLSA October 2011 - April 2013
Gleacher & Company January 2011 - August 2011
Tufts University September 2008 - February 2011
ZOLL Medical Corporation June 2007 - August 2007
Skills
Series 7, 63, 86 and 87..., Bloomberg, Lifesciences, Financial Modeling, Financial Analysis, Due Diligence, Equities, Equity Research, Research, Data Analysis, Valuation
Education
Tufts University 2008 — 2010
M.S., Biomedical Engineering
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program, Highly selective program that provided strong introduction to accounting, corporate finance, financi
Trinity College-Hartford 2004 — 2008
B.S., Engineering (Biomedical Concentration)
Middlesex School 2000 — 2004
H.S. Diploma
oneZero Financial Systems April 2012 - Present
Gleacher & Company March 2011 - March 2012
Jefferies & Company November 2006 - March 2011
Sun Life Financial 2005 - 2006
Skills
Trading Systems, Market Data, Equity Trading, Electronic Trading, Data Center, Equities, Trading, Financial Markets, Fixed Income, Options, Derivatives, Capital Markets, Bloomberg, Investment Banking, Low Latency, Back Office, Foreign Exchange, Financial Services, Management
Education
Worcester Polytechnic Institute 1997 — 2001
Boston Latin School 1990 — 1997
ICR July 2014 - Present
Thomson Reuters 2011 - 2014
Gleacher & Company 2011 - 2011
MD Global Partners 2010 - 2011
Skills
Due Diligence, Financial Modeling, Valuation, Mergers, Investment Banking, Mergers & Acquisitions, Strategic Partnerships, Equities, Market Research, Bloomberg, Enterprise Software, Strategy
Education
Blair Academy
High School
Duke University
Bachelor of Arts, Cultural Anthropology, Linguistics
Duke University - The Fuqua School of Business
The Parker Lodge Group, LLC August 2014 - Present
Parker Lodge Investments, LP August 2014 - Present
Associated Students of the University of California August 2013 - May 2014
Bonds.com June 2013 - October 2013
Associated Students of the University of California July 2012 - May 2013
Bonds.com May 2012 - July 2012
Gleacher & Company June 2010 - August 2010
Skills
Fixed Income Analysis, Investment Banking, Leveraged Finance, Microsoft Excel, Equities, Fixed Income, Hedge Fund Economics, Quantum Finance, Executive Level..., Quantitative Analytics, Alternative Trading..., Fixed Income Technology, Behavioral Finance, Market Research, Sales & Trading, FINRA TRACE, FINRA Dissemination..., DCM Originations, Accrual Accounting, Consulting, Financial Risk..., Commodity Markets, Currency Exchange, Cryptocurrencies, IPOs, Derivatives, Stock Options, Credit Default Swaps, Interest Rate Swaps, High Frequency Trading, Hedging, Mortgage-Backed..., Mergers & Acquisitions, Revolving Lines of..., Algorithm Development, Applications Software..., Artificial Intelligence, Cloud Computing, Bloomberg Terminal, Python, Salesforce.com..., Mathematics, Finance History, International Political..., International Tax Law, Public Policy, Finance, Capital Markets
Education
University of California, Berkeley 2011 — 2015
BS, Economics, Junior
Peter J. Solomon Company July 2013 - Present
Gleacher & Company June 2012 - August 2012
Backlog Capital May 2011 - August 2011
Florida Panthers May 2010 - August 2010
Skills
Financial Modeling, Due Diligence, Capital IQ, Valuation, Private Equity
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance, Legal Studies
Copenhagen Business School 2011 — 2011
Demandbase February 2015 - Present
Sterne Agee September 2013 - February 2015
JMP Securities October 2011 - September 2013
Gleacher & Company August 2009 - September 2011
Cowen and Company August 2005 - August 2009
Skills
Account Based Marketing, B2B Marketing, Marketing Strategy, B2B, SaaS, Sales, B2B Marketing Strategy, Software, Enterprise Software, Customer Service, Software Project..., Equity Research, Equities, Hedge Funds, Trading Systems, Series 7, Valuation, Investment Banking, Bloomberg, Capital Markets, Series 63, Financial Modeling, Portfolio Management, Investment Management, Securities, Investments
Education
University of Michigan 2001 — 2005
BA, Economics
Macquarie Group September 2013 - Present
Brean Capital July 2011 - September 2013
Gleacher & Company July 2010 - July 2011
Detwiler Fenton & Co. 2008 - July 2010
American Technology Research Inc. May 2005 - October 2008
SunCap Advisers June 2004 - May 2005
Skills
Series 7, Investments, Valuation, Investment Banking, Equity Research, Financial Analysis, Bloomberg, Equities, Capital Markets, Financial Modeling, Hedge Funds, Securities, Series 63
Education
Middlebury College 1999 — 2003
American Civilization
Kent School 1997 — 1999
High School
MUHS 1994 — 1998
yes
Brean Capital, LLC October 2013 - Present
Brean Murray, Carret & Co. May 2012 - August 2012
Gleacher & Company May 2011 - August 2011
Gleacher and company May 2010 - August 2010
Skills
Valuation, Fixed Income, Bonds, Financial Markets, Investments, Economics, Problem Solving, Bloomberg Terminal, Omgeo Oasys, Bloomberg, Trading, MBS, Settlement, ABS, Treasury, Management, Series 7, Series 63, CMBS, Securities, Equities, trade support
Education
University of South Carolina - Darla Moore School of Business 2008 — 2012
Bachelor’s Degree, Corporate Finance, Risk Management Double major
2015 Level I Candidate in the CFA Program
Odyssey Investment Partners September 2014 - Present
Lincoln International July 2013 - August 2014
Gleacher & Company June 2012 - August 2012
Kohlberg Capital Corporation May 2011 - July 2011
Skills
Bloomberg Terminal, Bloomberg, Investment Banking, Portfolio Management, Capital IQ, Stata, Finance, Private Equity, Analysis, Economics, Statistics, Microsoft Excel, Financial Modeling
Education
Claremont McKenna College 2009 — 2013
BA, Economics- Accounting
Staples High School 2005 — 2009
M & C May 2013 - Present
Gleacher & Company November 2009 - May 2013
HBOS June 2006 - April 2009
DBZ 2005 - 2006
Skills
Employee Relations, ADP Payroll, Personnel Management, HR Policies, Employee Engagement, System Administration, Training, Applicant Tracking..., Workforce Planning, Temporary Placement, Strategic Planning, PeopleSoft, Change Management, Coaching, Accounting, Benefits Administration, Compliance
Education
New York Institute of Technology
BS, Finance
New York Institute of Technology
MS, Human Resource Management & Labor Relations
Garnet Capital Advisors 2013 - Present
Gleacher & Company September 2012 - 2013
RangeMark Investment Management, Inc. September 2009 - September 2012
RBS Greenwich Capital 1991 - 2007
Goldman Sachs 1989 - 1991
Skills
SQL, C++, Data Analysis, Data Cubes, Data Warehousing, SSRS, Multithreaded..., Web Development, Shell Scripting, MBS, Structured Finance, VBA, Structured Products, Microsoft SQL Server, C#, Fixed Income, Portfolio Management, Capital Markets, Investment Banking, Asset Managment, Database Administration, Financial Structuring, SSIS, Bloomberg, CDO, Asset Management, Multithreaded...
Education
Carnegie Mellon University 1985 — 1989
Bachelor of Science, Electrical Engineering and Computer Engineering
Cantor Fitzgerald May 2013 - Present
Prime Time Lacrosse May 2009 - Present
Gleacher & Company February 2011 - April 2013
Skills
Microsoft Office, Bloomberg, Microsoft Excel, Corporate Finance, PowerPoint, Financial Modeling
Education
Syracuse University 2006 — 2010
Bachelor's degree, Finance, General
Google April 2014 - Present
SwipeToSpin January 2012 - Present
McKinsey & Company October 2011 - April 2014
Gleacher & Company June 2010 - August 2010
Education
Villanova University 2007 — 2011
Bachelor of Arts
University of Cape Town 2010 — 2010
Bertner Advisors, LLC August 2014 - September 2015
Cantor Fitzgerald October 2011 - July 2014
Gleacher & Company April 2010 - August 2011
Oppenheimer & Co. March 2009 - April 2010
Conversion Partners, LLC November 2008 - February 2009
Concordia Advisors June 2007 - December 2007
Banc of America Securities January 2002 - July 2006
Skills
Equity Research, Bloomberg, Valuation, Equities, Financial Modeling, Capital Markets, Securities, Equity Valuation
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Law & Business
The London School of Economics and Political Science (LSE) 2000 — 2001
Diploma, Economics
The University of Chicago 1996 — 2000
AB, Economics, Political Science
Collegiate 1984 — 1996
High School
La Viola Enterprises August 2011 - August 2012
Gleacher & Company September 2010 - August 2011
Gleacher & Company September 2010 - August 2011
A.T. Kearney August 2009 - January 2010
Ann Inc April 2002 - December 2008
Ann Inc April 2002 - December 2008
Global Payment Technologies September 2000 - April 2002
Global Payment Technologies September 2000 - April 2002
Chapman Direct Marketing 1985 - 1987
Chapman Direct Marketing 1985 - 1987
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Event Management, Blogging, Social Media, Management, Event Planning, Inventory Management, Time Management, Facebook, Project Management, Administrative..., Team Building, Advertising, Business Strategy
Education
Nassau Community College
Fashion Merchandising & Buying
Nassau Community College
Fashion Merchandising & Buying
Market Strategies Mgmt., Inc. July 2013 - Present
Bolton LLC 2012 - July 2013
Gleacher & Company 2010 - 2011
Collins Stewart 2007 - 2007
GFI Group 2001 - 2007
Tamiso & Company 1995 - 1995
Skills
Hedge Funds, Bloomberg, Capital Markets, Equity Research, Asset Managment, Trading, Equity Derivatives, Alternative Investments, Valuation, Equities, Investment Banking, Trading Strategies, Financial Modeling, Investments, Fixed Income, Financial Markets, Asset Management, Business Analysis, Securities, FX Options, Risk Management, Emerging Markets, Credit, Swaps, Commodity, Equity Trading, Derivatives, Investment Strategies, Options, FINRA, Trading Systems, Electronic Trading, Hedging, Quantitative Analytics, Bonds, ETFs, Series 7, Technical Analysis, Managed Futures, Series 63, Structured Products, Investment Management, Financial Risk, Portfolio Management, Management, Proprietary Trading
Education
Montclair State University
BA, Economics
Pace University - Lubin School of Business
MBA, Finance
Pace University - Lubin School of Business
MBA
afshinspace 2013 - Present
Disruption Credit August 2013 - Present
Gleacher & Company June 2012 - Present
Société Générale Corporate and Investment Bank October 2010 - December 2011
Credit Agricole CIB April 2007 - June 2010
Blue River Asset Management March 2006 - April 2007
MetLife June 2005 - March 2006
MSCI Inc. June 2004 - August 2004
Skills
Structured Finance, Capital Markets, Bloomberg, Portfolio Management, Credit Risk, Fixed Income, Credit Analysis, Legal Documentation, Cash Flow Modeling, Loss Coverage Modeling, Structuring, Credit, Securitization, ABS, Structured Products, MBS, Statistical Data...
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelors, Financial Economics
Guggenheim Partners September 2013 - Present
The Executive Forum December 2009 - Present
Catholic Charities of Brooklyn and Queens January 2005 - Present
Gleacher & Company December 2011 - September 2013
Golub Capital September 2011 - December 2011
Excelsior Consulting LLC April 2009 - December 2011
UBS Financial Services November 2007 - March 2009
Brown Brothers Harriman August 1999 - November 2007
Arthur Andersen November 1995 - August 1999
Swiss Bank Corporation, New York 1990 - 1995
Skills
Talent Management, Succession Planning, Mergers, Employee Relations, Performance Management, Change Management, Talent Acquisition, Recruiting, Employee Engagement, Management Consulting, Human Resources, Employee Benefits, Strategic Planning, Personnel Management, Executive Coaching, Deferred Compensation, Financial Services, Due Diligence, HR Transformation, Organizational Design, Business Strategy, Leadership, Mergers & Acquisitions, Organizational..., HRIS, Management, Business Planning, HR Consulting, Risk Management, Leadership Development, Training, Restructuring, Executive Management
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Business/Management
New York Life Insurance Company January 2014 - Present
Habitat for Humanity October 2010 - December 2012
Gleacher & Company June 2012 - August 2012
Office of Early College Programs January 2011 - May 2012
Raritan Valley Country Club April 2007 - August 2011
Fellowship Village October 2006 - March 2007
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Access, Customer Service, Social Media, Financial Analysis, Research, Bloomberg, Facebook, Financial Modeling, Interpersonal..., Event Planning, Organization, Data Analysis, Public Speaking, Valuation, Social Networking, Leadership, Sales, Critical Thinking
Education
The University of Connecticut 2009 — 2013
Bachelor of Science, Business; Finance, 3.47
Nomura Securities October 2014 - Present
RBC Capital Markets August 2011 - September 2014
Gleacher & Company September 2008 - August 2011
BayStreet Research LLC October 2005 - September 2007
Skills
Valuation, Capital Markets, Bloomberg, Financial Analysis, Financial Modeling, Semiconductors, Technology, Investments, Finance, Economics, Start-ups, Corporate Development
Education
University of California, Davis 2000 — 2004
Bachelors of Arts, Economics
Societe Generale Corporate and Investment Banking - SGCIB August 2015 - Present
Sandler O'Neill October 2011 - August 2015
Gleacher & Company January 2008 - October 2011
Imperial Capital, LLC January 2007 - January 2008
Huron Consulting Group June 2005 - January 2007
Skills
Investment Banking, Leveraged Finance, Finance, Mergers & Acquisitions, Special Situations, Credit, Restructuring, Recapitalizations, Corporate Finance
Education
Lehigh University 2002 — 2005
B.S., Finance and Mathematics
Headlands Capital Advisors, LLC January 2013 - Present
Canaccord Genuity Inc. 2007 - 2010
Gleacher & Company November 2003 - July 2007
Thomas Weisel Partners May 2002 - November 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Davis
Bachelor of Arts (B.A.), Economics and International Relations
Madison Dearborn Partners July 2012 - July 2014
Gleacher & Company June 2010 - June 2012
J.P. Morgan January 2010 - March 2010
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Venture Capital
Education
Harvard Business School 2014 — 2016
Northwestern University 2006 — 2010
B.S., Economics
Beck, Mack & Oliver April 2013 - Present
Gleacher & Company June 2010 - April 2013
Skills
Series 7, Series 63, Fixed Income, Excel, Java, Visual Basic, Bloomberg, Trading
Education
Montclair State University 2010 — 2012
Master of Business Administration (MBA)
University of Vermont 2006 — 2010
BS, Finance, Accounting, Minor in Computer Science
Roth Capital Partners September 2014 - Present
Roth Capital Partners September 2011 - Present
Gleacher & company November 2007 - August 2011
WR Hambrecht + Co June 2005 - November 2007
Sanders Morris Harris August 2003 - June 2005
Adams Harkness July 1999 - June 2003
EVEREN August 1997 - June 1999
Raymond James & Associates, Inc 1996 - 1996
Pitney Bowes July 1993 - December 1995
PwC September 1991 - July 1993
Skills
Equities, Alternative Investments, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Emerging Markets, Equity Research, Equity Sales, Equity Trading, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Institutional, Institutional Sales, Investment Advisory, Investment Management, Investor Relations, Mergers, Portfolio Management, Securities, Series 63, Valuation, Venture Capital
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
business
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (BS), accounting
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Bachelor of Science (BS), Accounting
Fairchild Wheeler Interdistrict Multi-Magnet - Aerospace/Hydrospace Engineering School August 2015 - Present
Teach For America March 2015 - Present
Hummock Island October 2013 - Present
Guggenheim Securities January 2013 - September 2013
Gleacher & Company April 2012 - August 2012
Morgan Keegan Technology Group July 2010 - April 2012
State Street Global Advisors 2009 - 2009
Black Rock Yacht Club June 2006 - September 2008
Education
Boston College 2006 — 2010
Bachelor's Degree
Fairfield Prep 2002 — 2006
High School
Compass Partners December 2011 - Present
Taco Inc. January 2012 - Present
Gleacher & Company August 2010 - December 2011
RBC Capital Markets January 2007 - August 2010
Needham & Company April 2001 - January 2007
ING Barings 1997 - 2000
Schroder & Co. 1995 - 1997
Goldman Sachs May 1987 - March 1991
McKinsey & Company September 1982 - May 1986
Skills
Private Equity, Mergers, Corporate Finance, Venture Capital, Financial Modeling, Due Diligence, Valuation, Flow Control, Investments, Restructuring, Investment Banking, Private Placements, Capital Markets, Equities, Corporate Development, Mergers & Acquisitions, Acquisitions, LBO, M, Strategy
Education
Harvard Law School 1979 — 1982
JD
Dartmouth College 1975 — 1979
BS, Economics
Aequitas Capital July 2015 - Present
Sterne Agee July 2013 - May 2015
Gleacher & Company June 2008 - April 2013
Barclays Capital September 2003 - May 2007
FGIC, GE Capital January 2003 - September 2003
J.P. Morgan Securities July 2000 - October 2002
Skills
Capital Markets, Structured Finance, Fixed Income, Investment Banking, Securities, Securitization
Education
Mount Holyoke College 1998 — 2000
BA, International Relations
Penn Medicine (University of Pennsylvania Health System) February 2015 - Present
MEC January 2013 - May 2014
MEC November 2011 - January 2013
Providence Veterinary Hospital July 2010 - October 2011
Karma September 2009 - April 2010
Gleacher & Company June 2009 - August 2009
Skills
Conversational French, Microsoft Office, Social Media, Public Relations, Excel, Writing, Editing, Microsoft Word, Microsoft Excel, Media Buying, Social Media Marketing, Social Networking, Broadcast, Advertising, Management, Marketing Communications
Education
University of Pennsylvania 2014 — 2017
Post-Baccalaureate Pre-Health Certificate, Pre-Veterinary Studies
Villanova University 2007 — 2011
Bachelors of Arts in English, Business Minor; Writing & Rhetoric Concentration; Irish Studies Concentration
Convent of the Sacred Heart 2004 — 2007
TheStreet 2012 - Present
Tectura 2008 - Present
Gleacher & Company May 2013 - Present
J. C. Hall & Associates, Inc. October 2007 - Present
Coe College 2007 - Present
WhiteFence December 2010 - November 2013
MTM Technologies 2008 - 2012
Polymer Group, Inc. 2008 - January 2011
CoreLogic 2008 - 2010
NewRiver, Inc. 2004 - 2010
Skills
Internet, software and services, Financial Services, Consumer Lending, Consumer Products, Consumer Services, Digital Media, Digital Marketing, Manufacturing, Distribution Center..., Logistics Management, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Corporate Finance, Cloud-based, Business Planning, Management, Leadership, Auditing, Internal Controls, IPO, Investments, Start-ups, Mergers & Acquisitions, Mergers, Venture Capital, Fundraising, Corporate Governance, Business Development, Strategy, Mobile Applications, Sarbanes-Oxley Act, Board of Director..., Board of Directors, Divestitures, Budgets, Entrepreneurship, Strategic Partnerships, SEC filings, Executive Development, Executive Management, Governance, CFOs, E-commerce
Education
Harvard Business School 1978 — 1980
MBA, Finance
Coe College 1972 — 1976
BA, Economics and Business Administration
JP Morgan Securities February 2012 - Present
Gleacher & Company 2011 - 2012
Taum Sauk Capital Management 2008 - 2011
BGC Partners 2007 - 2008
Real Estate Investment & Development Firm 2003 - 2007
Maxcor Financial, Inc. 2001 - 2003
The Buyers Net.com 1999 - 2001
EuroBrokers, Inc. 1994 - 1999
Education
State University of New York at Binghamton 1985 — 1989
BA, Political Science
Fortress Investment Group July 2014 - Present
Jefferies & Company October 2011 - Present
Gleacher & Company June 2010 - August 2011
Conde Nast June 2008 - December 2008
Victoria Labalme LLC January 2007 - May 2007
Skills
Event Planning, Social Networking, Marketing, Social Media Marketing, Outlook, Customer Service, Bloomberg, Facebook, Event Management, Capital Markets
Education
Fashion Institute of Technology 2006 — 2008
BS, Advertising & Marketing Communications
American University of Rome 2007 — 2007
Advertising & Marketing Communications
Johnson & Wales University 2004 — 2006
Associate's degree, Fashion Merchandising
Cantor Fitzgerald October 2011 - Present
Gleacher & Company April 2010 - August 2011
Lenrock Management April 2008 - April 2010
Banc of America Securities March 2003 - February 2008
Credit Suisse First Boston July 1996 - March 2003
Dillon Read Capital Management June 1995 - July 1996
Merrill Lynch March 1993 - June 1995
Smith Barney August 1982 - March 1993
First National Bank of Chicago November 1980 - August 1982
Skills
Valuation, Portfolio Management, Equities, Investments, Management, Alternative Investments, Equity Research, Asset Management, Business Valuation, Investment Banking, Hedge Funds, Capital Markets, Series 7, Financial Analysis, Strategy, Private Equity, Bloomberg, Financial Modeling, Strategic Planning, Business Strategy, Finance
Education
The University of Kansas 1978 — 1980
MBA
The University of Kansas 1971 — 1977
BS, Pharmacy
Macquarie Group June 2013 - Present
Gleacher & Company March 2005 - May 2013
Citadel LLC July 2004 - March 2005
Robertson Stephens March 1998 - March 2003
Skills
Trading Systems, Fixed Income Technology, Desktop Administration, Desktop Support..., Help Desk Support, Application support, Market Data, Market Data Systems, Vendor Management, Bloomberg Administrator, Equity Trading, Bloomberg, Fixed Income, Equities, Financial Markets, Electronic Trading, Investment Banking, Trading, Investments, Risk Management, Project management, Contract Management, Server Administration, FINRA, Project Management, Management
Education
Monterey Peninsula College
Revel Partners June 2015 - Present
urBin LLC - Acquired by Dumbo Moving & Storage November 2012 - June 2015
Digital Broadcasting Group May 2012 - May 2013
Sandler O'Neill October 2011 - June 2012
Gleacher & Company July 2009 - August 2011
Skills
Finance, Investment Banking, Financial Modeling, Valuation, Private Equity, Capital Markets
Education
The University of Texas at Austin
Credit Suisse June 2013 - Present
Independent Study with Steven O. Kimbrough, Head of OPIM Department at Wharton September 2013 - December 2013
Nvate Magazine September 2012 - December 2013
Standard & Poor's May 2012 - August 2012
Student Federal Credit Union at the University of Pennsylvania January 2011 - May 2012
Gleacher & Company May 2011 - August 2011
Skills
Valuation, Equity Research, Financial Analysis, Equity Valuation, Financial Modeling, Capital IQ, Microsoft Office, Python, Bloomberg, Credit Analysis, Java, MATLAB, Solver, Telecommunications, Crystal Ball, Adobe Creative Suite, FedComp, JMP Statistical Software, Specialty Retail, Consumer, Microsoft Excel, FactSet
Education
University of Pennsylvania 2010 — 2014
B.S., Economics, Operations & Information Management
Kent Place School 2006 — 2010
NERA Economic Consulting February 2015 - Present
NERA Economic Consulting February 2014 - January 2015
NERA Economic Consulting September 2012 - January 2014
Gleacher & Company July 2011 - August 2012
MBIA June 2009 - August 2010
Skills
Mergers & Acquisitions, Corporate Finance, Financial Modeling, Valuation, Consulting, Data Analysis, Economics, Statistics, Strategy
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Duke University 2007 — 2011
BS, Economics
Universidad San Pablo-CEU 2009 — 2009
Horace Greeley High School 2003 — 2007
Business incubation in progress March 2015 - Present
Alzheimer's Caregiver (Parent) November 2009 - January 2015
Bottlenose Inc. July 2012 - July 2013
MJK Distributors (dba OCO) June 2006 - January 2012
Autumn Entertainment Partners January 2001 - February 2009
The Shooting Gallery September 1999 - January 2001
Gleacher & Company June 1997 - June 1999
Skills
Business Development, Management, Corporate Development, Private Equity, Strategic Partnerships, Venture Capital, Start-ups, Product Management, Competitive Analysis, Entrepreneurship, Mergers & Acquisitions, Family Caregiving, Alzheimer's Disease, Alzheimer's Care, Strategy, Financial Modeling, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1993 — 1997
Bachelor's Degree, Finance, Magna Cum Laude
Piscataway High School 1989 — 1993
High School, Valedictorian
Société Générale June 2013 - Present
Gleacher & Company 2012 - June 2013
UBS Investment Bank 2009 - September 2011
UBS Investment Bank 2006 - 2009
UBS Investment Bank 2004 - 2006
UBS Investment Bank 1998 - 2004
Skills
Equities, Bonds, Fixed Income, Capital Markets, Derivatives, Investment Banking, Hedge Funds, Bloomberg, High Yield, Valuation, Long/Short Equity
Education
Siena College
Bachelor’s Degree, Finance
Stonebridge Advisors LLC April 2015 - Present
Sterne Agee June 2013 - April 2015
Gleacher & Company March 2010 - April 2013
CRT Capital Group August 2009 - March 2010
RBS Greenwich Capital February 2006 - August 2009
J.P. Morgan Investment Management June 2000 - February 2006
Prudential Financial March 1999 - June 2000
J.P. Morgan June 1994 - November 1998
Kidder Peabody 1993 - 1994
Standard & Poor's 1988 - 1993
Skills
Fixed Income, Credit, Series 7, Bonds, Asset Management, Bloomberg, Banking, Investments, Financial Analysis, Emerging Markets, Equities, Portfolio Management, Strategy, Financial Markets, Equity Research, Credit Analysis, Securities, Valuation, Buy-side, Asset Managment, Trading, Investment Management, Capital Markets, High Yield, Financial Services, Series 63, Mutual Funds, Fixed Income Analysis, Sell Side, Chartered Financial..., Credit Risk, Financial Institutions
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Boston University Questrom School of Business 1978 — 1982
BS, Finance, International Mgmt
Lion Capital September 2014 - Present
Warburg Pincus August 2012 - July 2014
Gleacher & Company January 2010 - August 2012
Analytic Partners July 2009 - December 2009
Deutsche Bank Securities June 2008 - August 2008
Education
Princeton University 2005 — 2009
A.B., Economics
The Lawrenceville School
Freshford Capital August 2014 - Present
Perella Weinberg Partners July 2012 - July 2014
Gleacher & Company June 2011 - August 2011
Pascal Metrics June 2010 - August 2010
Education
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Finance and Legal Studies
Ashwaubenon High School 2004 — 2008
Catterton Partners July 2014 - Present
The Raine Group June 2013 - August 2013
Gleacher & Company June 2012 - August 2012
Relationship Science June 2011 - August 2011
SNAP Interactive, Inc. December 2007 - September 2009
Boston University School of Medicine June 2009 - August 2009
Polytechnic Institute of New York University June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. in Economics, Finance
Katholieke Universiteit Leuven
Syosset High School 2006 — 2010
Piper Jaffray February 2015 - Present
Cowen and Company June 2010 - February 2015
Gleacher & Company April 2009 - May 2010
Pardus Capital June 2007 - March 2009
Lehman Brothers January 2006 - June 2007
BNY Mellon January 2000 - December 2005
Fieldstone Private Capital Group Ltd 1996 - 1999
Skills
Investment Banking, Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Modeling, Hedge Funds, Investments, Mergers, Private Equity, Valuation, Management
Education
Babson College 1992 — 1996
Warwick Veterans Memorial High School
Aranea Capital Partners, LLC September 2014 - Present
JDR Capital Partners May 2013 - September 2014
Gleacher & Company May 2012 - May 2013
Landmark Advisors, LLC April 2011 - May 2012
Goldman Sachs May 2010 - April 2011
Channing Real Estate, LLC September 2008 - January 2011
Bonnie & Norma LLC October 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Investment Banking, Hedge Funds, Private Equity, Hedge Fund Accounting, Investments, Capital Markets, Alternative Investments, International Business, Emerging Markets, Mergers & Acquisitions, Entrepreneurship, Equity Research, Valuation, Securities, Due Diligence, Fund Of Funds, Investment Advisory, Equities
Education
New York University
B.A., Economics, Finance and Entrepreneurship
CIT May 2012 - Present
Gleacher & Company January 2011 - May 2012
Halsey Lane Holdings, LLC September 2009 - August 2010
Jefferies & Company February 2004 - August 2009
CIBC World Markets Corp. 1997 - 2004
ING Barings Securities August 1993 - March 1997
Fieldstone Private Capital Group Ltd August 1990 - August 1993
Bankers Trust Company/BT Securities August 1984 - August 1990
Skills
Capital Markets, Private Equity, Equities, Corporate Finance, High Yield, Private Placements, Syndications, Loans, Middle Market, Mezzanine, Venture Capital, Financial Modeling, Investment Banking, Investments, Mergers, Asset Management, Credit Analysis, Due Diligence, Finance, Financial Institutions, Hedge Funds, Leveraged Finance, Mergers, Portfolio Management, Securities
Education
The University of Chicago - Booth School of Business 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania - The Wharton School 1978 — 1982
BSE, Marketing, Management
Robert W. Baird & Co. April 2013 - Present
Gleacher & Company March 2008 - April 2013
Gleacher & Company March 2008 - April 2013
BNY Capital Markets May 2004 - March 2008
Skills
Convertible Bonds, Distressed Debt, Equity Trading, Fixed Income, Trading, Private Equity, Reorg, Convertible Arbitrage, Convertible Securities, Microsoft Excel, Computer Repair, Series 63, Series 7, High Yield, High Yield Bonds, Special Situations, Options Strategies, Bloomberg Terminal
Education
Rutgers Business School 2001 — 2004
Bachelor's degree, Finance, General
Telsey Advisory Group July 2012 - Present
Gleacher & Company August 2008 - September 2011
American Technology Research September 2002 - August 2008
SoundView Technology Group September 1997 - September 2002
Nutmeg Securities, Ltd. December 1993 - September 1997
Skills
Series 7, 63, 24, Alert, Oasys , Oasys..., Fidessa, JP Morgan Clearing Corp..., Pershing Clearing, Bloomberg OMS, GLOS, XTIVA, Microsoft Office, DTC Settlements, International ..., F/X, Futures, Fixed Income, Reconciliations, Process Improvement, Project Management, Broadridge/ADP, Sungard, Entrepreneur, Team Building, Vendor Management, Change Management, Series 63, Entrepreneurship, Account Reconciliation, Series 7, Trading, Bloomberg, Equities, Equity Trading, Series 24, Risk Management, Trading Systems, Operations Management, Options, Electronic Trading, Equity Derivatives, FINRA, Hedge Funds, Investments, Securities, Settlement, Alternative Investments, Capital Markets, Portfolio Management
Education
Bryant College 1990 — 1993
B.S, Business Administration
Norwalk Community College 1989 — 1990
Associates, Finance and Banking
Goldin Associates, LLC 2015 - Present
Millstein & Co. 2012 - 2015
Gleacher & Company 2007 - 2011
Lazard 1999 - 2007
Deutsche Bank 1994 - 1999
The Chase Manhattan Bank 1986 - 1991
Skills
Finance, Restructuring, Corporate Law, Corporate Finance, Hedge Funds, Investment Banking, Private Equity, Financial Modeling, Valuation, Management, Mergers & Acquisitions, Due Diligence, Capital Markets, Investments, Equities, Venture Capital
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
University of Michigan 1982 — 1986
BA, Economics
Teespring July 2015 - Present
Teespring December 2013 - June 2015
Hydrazine Capital May 2012 - October 2014
Gleacher & Company June 2011 - May 2012
Skills
Valuation, Venture Capital, Corporate Finance, Due Diligence, Equities, Financial Modeling, Start-ups, Seed Capital, Corporate Development, Alternative Investments, Investments, Finance, Growth Strategies, Table Tennis
Education
Princeton University 2007 — 2011
A.B., Economics, 2011
Canaccord Genuity Inc. December 2011 - Present
Gleacher & Company 2003 - 2011
Robertson Stephens July 2000 - July 2002
Skills
Private Placements, IPO, Investment Banking, Venture Capital, Private Equity, Valuation, Mergers, Growth Capital, Digital Media, Enterprise Software, Software, Positioning, Finance, Capital Raising, Corporate Development, Capital Markets, LBO, Hedge Funds, Financial Modeling, Corporate Finance, Mergers & Acquisitions
Education
Georgetown University 1996 — 2000
BS, Finance
Cantor Fitzgerald June 2013 - Present
Gleacher & Company 2009 - May 2013
Brevan Howard 2007 - 2009
Credit Suisse 2004 - 2007
UBS Investment Bank 2002 - 2004
J.P. Morgan 2000 - 2002
Skills
Fixed Income, Hedge Funds, Quantitative Analytics, Market Risk, Structured Products, Capital Markets, Derivatives, Risk Management, Bloomberg, Equities, Trading, Swaps, Alternative Investments, Portfolio Management, Financial Risk
Education
Cornell University
Master of Business Administration (M.B.A.), Finance & Financial Engineering
University of Science and Technology of China
Bachelor of Science (B.S.), Physics/Electrical Engineering
Cantor Fitzgerald October 2012 - Present
Gleacher & Company December 2008 - October 2012
Deutsche Bank October 2006 - December 2008
JP Morgan January 2004 - October 2006
Education
Fairleigh Dickinson University 2003 — 2004
MBA
Fairleigh Dickinson University 1999 — 2003
BS
KBW February 2015 - Present
AmericanWest Bank August 2012 - February 2015
Gleacher & Company March 2011 - June 2012
Sunrise Securities November 2009 - March 2011
Colonial Bank October 2004 - November 2009
Colonial Bank October 2003 - October 2004
Colonial Bank June 2003 - October 2003
Colonial Bank June 2002 - May 2003
Godavari Drugs Ltd January 1999 - December 2000
Modani Bros March 1995 - July 1997
Skills
Portfolio Management, Derivatives, Securities, Investment Banking, Financial Modeling, Fixed Income, Project Management, Investments, M&A Modeling, Valuation, Capital Markets, Financial Analysis, Finance, Equities, Structured Finance, Bloomberg
Education
Auburn University 2001 — 2003
MSBA, Finance
Osmania University 1997 — 1999
MBA, Finance
Ridgecrest Capital Partners September 2010 - Present
Gleacher & Company July 2008 - September 2010
Bear Stearns August 2003 - June 2008
Bear Stearns Asia Limited July 2000 - August 2003
Goldman Sachs 1999 - 1999
Skills
Equity Research, Investment Banking, Financial Modeling, Valuation, Equities, M&A Negotiations, Semiconductors, M&A Execution, Mobile Industry, Software Industry, Digital Media, Mobile Telephony, Mergers & Acquisitions, Corporate Development, M&A execution, Investments, Asset Management, Due Diligence, Venture Capital, Hedge Funds, Capital Markets
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2010
MBA
HKUST Business School 1997 — 2000
BBA, Finance
University of Pennsylvania - The Wharton School 1999 — 1999
Exchange Student
Armand Hammer United World College of the American West 1995 — 1997
International Baccalaureate
Diocesan Boys' School 1990 — 1995
HKCEE
MasterCard July 2014 - Present
ICON Investments August 2013 - June 2014
Gleacher & Company May 2010 - June 2013
Wachtell, Lipton, Rosen & Katz September 2003 - April 2010
Research Analyst at Glassman-Oliver Economic Consultants 1999 - 2000
Skills
Corporate Governance, Mergers & Acquisitions, Corporate Law, Securities, Private Equity, Joint Ventures, Securities Regulation, Legal Writing, Legal Advice, Contract Negotiation, Due Diligence, Investment Banking, Finance, Legal Research
Education
University of Pennsylvania Law School 2000 — 2003
JD
The Johns Hopkins University 1995 — 1999
BA, Economics and Political Science
Greensburg Salem High School
At Large July 2015 - Present
Southern Trust Securities January 2013 - November 2013
Gleacher & Company September 2011 - January 2013
MF Global June 2007 - October 2010
Bank of America February 2003 - June 2006
JP Morgan January 1994 - February 2003
Skills
Fixed Income, Trading, Options, Financial Markets, Finance, Structured Finance, Management, FINRA, MBS, Rates, Strategic Planning, Sales, Accounting, Equities, Sales Process, Bloomberg, Series 63, Commodity, Bonds, Electronic Trading, Capital Markets, Asset Management, Asset Managment, Trading Systems, Financial Modeling, Hedge Funds, Series 7, Investments, Securities, Business Strategy, Alternative Investments, Investment Banking, High Yield, Business Development, Treasury, Portfolio Management, Risk Management, Derivatives
Education
DePaul University 1978 — 1982
BS
Mitsubishi UFJ Securities (USA), Inc. February 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. September 2014 - February 2015
Gleacher & Company November 2012 - April 2013
Nomura Holding America Inc. June 2009 - October 2012
Bear Stearns October 2002 - September 2008
Daiwa Securities 1986 - April 2002
Dillion Read & Co. Inc. 1983 - 1986
Frederick S. Todman & Co. CPA's 1978 - 1983
Skills
Enterprise Risk..., AML, Risk Management, Internal Audit, Management, Banking, Sarbanes-Oxley Act, Finance, Operational Risk, Accounting, Capital Markets, Derivatives, Financial Risk, Equities, Hedge Funds, Corporate Finance, External Audit, Internal Controls, Program Management, Financial Services, Fixed Income, Auditing, Investment Banking, Mergers & Acquisitions, Operational Risk..., Asset Management
Education
Baruch College, City University of New York (CUNY) 1974 — 1978
Bachelors of Business Administration, Cum Laude, Majors: Accounting / Marketing
Gleacher & Company 2008 - Present
Benton 2008 - 2008
Education
Baruch College 2005 — 2008
MBA, Accounting
Covington Group, Inc. September 2013 - Present
Gleacher & Company July 2009 - April 2013
Bank of America June 2006 - January 2009
HSBC May 2004 - June 2006
Lehman Brothers August 1991 - May 2004
Skills
Investments, Fixed Income, Capital Markets, Credit, Bonds, Hedge Funds, Equities, Investment Banking, Financial Modeling, Securities, Derivatives, Structured Finance, Bloomberg, Structured Products, Valuation, Trading, Alternative Investments, Asset Management, Portfolio Management, Corporate Finance, Management, Private Equity, Series 7, Preferred Stock, Hybrid Preferreds, Contingent Capital...
Education
University of Chicago
MBA, Finance
Fordham University
BS
Jefferies June 2013 - Present
Wolfe Trahan & Co. April 2012 - May 2013
Axiom Capital Management September 2011 - August 2012
Gleacher & Company January 2009 - July 2011
Skills
Equity Research, Financial Analysis, Financial Modeling, Series 7, Series 63, Bloomberg, Factset, Thomson One
Education
Loyola University Maryland 2003 — 2007
BBA, Finance
Fairfield Prep
Moody's Investors Service August 2013 - Present
Gleacher & Company July 2004 - August 2011
Institutional Investor 2002 - 2004
Institutional Investor 2002 - 2004
Skills
Blue Matrix, Writing, Editing, Equity Research, Interviews, Publishing, Equities, Nonprofits
Education
Cornell University 1998 — 2002
B.A., French Literature; Political Science
Institut d'Etudes Politiques/Paris 2000 — 2001
Diplome du Programme International, French Studies
Great Neck North High School
Pernix Therapeutics September 2014 - Present
Cantor Fitzgerald May 2014 - September 2014
Cantor Fitzgerald October 2011 - May 2014
Gleacher & Company July 2005 - August 2011
Skills
Mergers, Restructuring, Healthcare, Equities, Capital Markets, Private Equity, Bloomberg, Series 7, Securities, Fixed Income, Financial Modeling, Due Diligence, Investment Banking, Mergers & Acquisitions, Alternative Investments, LBO, Equity Research, Valuation, Leveraged Finance
Education
Colgate University 2001 — 2005
BA, Mathematical Economics
Columbia Business School July 2014 - Present
Grey Mountain Partners June 2015 - August 2015
Cantor Fitzgerald May 2014 - June 2014
Cantor Fitzgerald October 2011 - April 2014
Gleacher & Company June 2007 - October 2011
Skills
Fixed Income, Bloomberg, Financial Modeling, Equities, Private Equity, Hedge Funds, Investment Banking, Corporate Finance, Capital Markets, Valuation, Due Diligence, Investments, Emerging Markets, Financial Analysis, LBO, Alternative Investments, Mergers & Acquisitions
Education
Colgate University 2003 — 2007
BA, Economics
Groton
Town & Village Realty January 2013 - Present
AEC Engineering July 2012 - December 2012
Foreign Bank February 2012 - June 2012
Gleacher & Company February 2010 - April 2011
JPMorgan Chase March 2005 - January 2009
MortgageIt January 2001 - March 2005
Commercial Bank of New York December 1997 - November 2001
Dime Savings Bank 1992 - 1999
The Dime Savings Bank of New York 1991 - 1998
Skills
Mortgage Lending, Mortgage Banking, Loans, Due Diligence, Loan Origination, Refinance, Banking, Budgets, Retail Banking, Residential Mortgages, Mergers & Acquisitions, Credit, FHA, Leadership, Commercial Lending, Underwriting, Real Estate
Education
Hofstra University 1983 — 1990
BA, Psychology
Bank of America Merrill Lynch April 2015 - Present
ING Financial Markets May 2014 - October 2014
Gleacher & Company June 2012 - May 2013
Deutsche Bank AG May 2002 - January 2009
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
all Federal Reserve Treasury Auctions January 1986 - December 2001
Skills
Fixed Income, Asset Managment, Trading, Funding, Financial Risk, Financial Services, Relationship Management, Securities, Investments, Mutual Funds, Securities Lending, Derivatives, Capital Markets, Equities, Middle Office, Back Office, Asset Management, Money Market, Settlement, Credit, Hedge Funds, Bloomberg, Trading Systems, Finance, Bonds, Financial Markets, Structured Products, Prime Brokerage, Alternative Investments, Investment Banking, Structured Finance
Education
New York University School of Continuing Education
Pace University
Business Information Systems
Amherst Pierpont Securities 2014 - Present
Amherst Securities Group 2013 - 2014
Gleacher & Company 2009 - 2012
Merrill Lynch 1998 - 2009
Lehman Brothers 1996 - 1998
JP Morgan 1988 - 1996
Skills
Capital Markets, Liquidity Management, Treasury, Fixed Income, Investment Banking, Derivatives, Equities, Bloomberg, Bonds, Securities, Trading, Financial Modeling, Corporate Finance, Financial Markets, Portfolio Management, Structured Products, Cash Management, Hedge Funds, MBS, Market Risk, Hedging, Swaps, Funding, Series 7, Alternative Investments, Balance Sheet
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Economics
City University of New York-Brooklyn College
BS, Accounting
Francisco Partners July 2011 - July 2014
Gleacher & Company May 2009 - June 2011
Merrill Lynch May 2008 - August 2008
Northrop Grumman May 2007 - August 2007
Duke University May 2006 - July 2006
Skills
Investment Banking, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Private Equity
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Duke University 2008 — 2009
MEM, Finance
Duke University 2004 — 2008
BSE, Mechanical Engineering, Economics
Norfolk Academy
Jefferies & Company 2013 - Present
Gleacher & Company 2009 - June 2013
JPMorgan 2003 - 2009
Skills
Investment Banking, Mergers, Capital Markets, Investments, Equities, Debt Raising
Education
Georgetown University 1999 — 2003
B.A., Government & History
National Australia Bank October 2013 - Present
Gleacher & Company September 2009 - Present
Rabobank September 2007 - June 2009
ING Nederland July 1997 - September 2007
Skills
Fixed Income, Bloomberg, Accounting, Securities, Back Office, MBS, Trading, Investment Banking, Cash Management, Portfolio Management, ABS, Structured Products, Finance, Equities, Hedge Funds, Derivatives
Education
Fairleigh Dickinson University 1981 — 1985
Bachelor of Science (BS), Accounting
AIG April 2013 - Present
Gleacher & Company April 2010 - April 2013
FTI Consulting, Inc September 2007 - March 2010
Accume Partners September 2006 - September 2007
KPMG March 2004 - September 2006
Skills
Due Diligence, Financial Analysis, Financial Reporting, Financial Services, Insurance, Internal Audit, Internal Controls, Management, Risk Management, Sarbanes-Oxley Act, US GAAP, Finance, Auditing, Accounting, Financial Modeling
Education
St. Francis College 1975 — 1978
B.S., Accounting
Xaverian High School
Regents Diploma
Tiger Infrastructure Partners July 2013 - Present
Gleacher & Company July 2012 - June 2013
Gleacher & Company June 2011 - August 2011
Thomson Reuters June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Bloomberg, LBO, Private Equity, Capital Markets, Equities, Corporate Finance, Commodity, Fixed Income, Equity Research, Venture Capital, Hedge Funds, Due Diligence, Investments
Education
Princeton University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Consolidated Edison, Inc May 2012 - Present
Gleacher & Company March 2010 - December 2011
PricewaterhouseCoopers January 2005 - December 2009
Education
St. John's University, The Peter J. Tobin College of Business
Cornerstone Macro LP May 2013 - Present
Wolfe Trahan & Co. September 2011 - April 2013
Gleacher & Company March 2011 - January 2012
HSBC June 2010 - January 2011
BNY Mellon December 2009 - January 2010
BNY Mellon June 2009 - August 2009
BNY Capital Markets, Inc June 2007 - August 2007
Skills
Microsoft Excel, Research, Microsoft Office, Financial Modeling, Corporate Finance, Series 7, Series 63, Equity Research, Financial Services, Financial Analysis
Education
Bucknell University 2006 — 2010
Bachelor of the Arts, Economics and Political Science; Economic Development
Regis High School 2002 — 2006
Kilimanjaro Advisors, LLC April 2014 - Present
FTI Consulting October 2011 - March 2014
Gleacher & Company July 2009 - September 2011
Education
New York University - Leonard N. Stern School of Business 2005 — 2009
B.S., Finance & International Business
New York University
Teespring May 2015 - Present
Teespring September 2014 - May 2015
Apartmentlist.com January 2013 - June 2014
Sandler O'Neill October 2011 - August 2012
Gleacher & Company April 2011 - August 2011
Perella Weinberg Partners September 2010 - December 2010
Imperial Capital Bank June 2010 - August 2010
Skills
User Acquisition, SEM, Python, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, HTML, CSS, Mergers, Fixed Income, LBO, Capital IQ, Venture Capital
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Finance, Communications
Pavise Capital Management March 2015 - Present
TAP Advisors October 2011 - June 2015
Gleacher & Company July 2010 - August 2011
BNP Paribas May 2009 - November 2009
VERO Capital Management June 2008 - April 2009
Archery Capital December 2007 - April 2008
Education
New York University 2006 — 2010
Bachelor of Science (BS), Finance and Statistics
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance and Statistics
RBS Markets & International Banking September 2012 - Present
Gleacher & Company December 2010 - October 2012
RBS June 2004 - December 2010
AIG June 1999 - June 2004
Grant Thornton LLP September 1997 - May 1999
Skills
Operational Risk, Enterprise Risk..., Capital Markets, Equities, MBS, Financial Analysis, AML, Derivatives, KYC, Hedge Funds, Investment Banking, Auditing, Operational Risk..., Due Diligence, USA PATRIOT Act, Banking, Financial Risk, Internal Audit, OFAC, Risk Management, Credit Risk, Securities
Education
Manhattan College 1993 — 1997
BS, Accounting
RW Baird March 2013 - Present
Oxygen Pilates, Barre & Cycle March 2012 - Present
Gleacher & Company 2001 - March 2013
Skills
Equities, Fixed Income, Capital Markets, Hedge Funds, Investment Banking
Education
College of the Holy Cross 1978 — 1982
BA, English
Broadfin Capital September 2011 - Present
Gleacher & Company April 2010 - August 2011
Oppenheimer & Co. September 2008 - March 2010
PepsiCo November 2007 - September 2008
Indiana University Advanced Visualization Labs 2006 - 2007
Education
Indiana University Bloomington 2003 — 2007
BS, Chemistry
Moody's Investors Service November 2013 - Present
Gleacher & Company September 2012 - Present
RangeMark Investment Management, Inc. June 2011 - August 2012
National Taiwan University September 2008 - August 2009
Skills
C++, Matlab, R, VBA,..., Trading, Options, Bonds, Valuation, VBA
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
Master of Science (M.S.), Operations Research
National Taiwan University 2006 — 2008
Master of Business Administration (MBA), Financial Engineering
MCIC Vermont, Inc. November 2011 - Present
Gleacher & Company June 2002 - August 2011
Globix 2000 - 2001
Skills
Microsoft Excel, Team Leadership, Valuation, Outlook, Investment Banking, Equities, PowerPoint, Microsoft Office, Organizational Vision, Access, Accounting, Blackberry, Bloomberg, Budgets, Business Analysis, Finance, Microsoft Word, Risk Management, Visio, Process Improvement, Management
Education
Hunter College
University of Puerto Rico
Oppenheimer & Co. 2012 - Present
Gleacher & Company May 2008 - 2011
Imperial Capital LLC April 2007 - June 2008
Lazard Frères & Co. July 1999 - March 2007
Alex. Brown & Sons (nka Deutsche Bank) November 1994 - July 1999
Kidder Peabody 1994 - 1994
Education
Duke University
Bachelor of Applied Science (BASc), Electrical and Electronics Engineering
Wharton Business School
Master of Business Administration (M.B.A.), Accounting and Finance
RW Baird & Company February 2013 - Present
Gleacher & Company October 2008 - February 2013
Skills
Corporate Finance, Capital Markets, Asset Management, Investments, Valuation, Cash Management
Education
Rutgers University 1984 — 1988
Bachelor of Science, Finance
United States Coast Guard Academy 1982 — 1984
OTR Global March 2013 - Present
MKM Partners 2012 - 2013
Gleacher & Company 2008 - 2011
American Technology Research (acquired by Gleacher) 2006 - 2008
Merrill Lynch 2002 - 2005
GLG Partners 2001 - 2002
Merrill Lynch 1989 - 2001
Skills
Valuation, Equity Research, Hedge Funds, Management, Equities, Financial Modeling, Bloomberg, Investments, Trading, Research, Capital Markets, Alternative Investments, Analysis, Asset Management, Investment Banking
Education
Columbia Business School
Master of Business Administration (MBA)
Yale University
Bachelor of Science (BS), Applied Mathematics
UBS Investment Bank June 2015 - Present
Barclays Investment Bank May 2013 - May 2015
Gleacher & Company July 2012 - May 2013
Raytheon March 2010 - July 2012
Allen & Company 2009 - 2009
Education
Union College 2005 — 2009
Bachelor of Arts (BA), Economics
Belmont Hill School 1999 — 2005
UBS Investment Bank 2013 - Present
Gleacher & Company 2008 - 2013
UBS Investment Bank 2003 - 2008
Credit Suisse 2002 - 2002
Lehman Brothers 1998 - 2001
Skills
Loans, Equities, Bonds, Fixed Income, High Yield, Hedge Funds, Capital Markets, Leveraged Finance, Series 7, Structured Finance, Trading, Alternative Investments, Bloomberg, Valuation
Education
New York University, Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Emphasis in Finance, Co-major in Entrepreneurship
Fairfield University 1994 — 1996
Bachelor of Arts (BA), History
University of Notre Dame 1992 — 1994
Fairfield Prep 1988 — 1992
Gleacher & Company February 2013 - April 2013
Jefferies & Company March 2007 - February 2013
Bear Stearns September 1999 - March 2007
National Discount Brokers June 1995 - September 1999
Skills
Bloomberg, Omgeo Oasys, Fixed Income, Middle Office, Securities, Mutual Funds, Accounts Payable, Account Reconciliation
Education
Brooklyn College
Cowen and Company May 2014 - Present
Gleacher & Company October 2010 - April 2013
Gleacher & Company 2010 - 2013
Skills
Investment Banking, Options, Entrepreneurship, Securities Lending, Hedge Funds, Bloomberg, Capital Markets, Trading, Arbitrage, Equity Derivatives, Outlook, New Business Development, Fixed Income, Equities, Series 63, Delta One, Investments, Financial Markets, Securities, Business Development, Asset Management, Series 7, Market Research, Derivatives
Education
University of Delaware
Bachelor of Business Administration (BBA)
BBVA March 2011 - July 2014
Gleacher & Company April 2010 - March 2011
CRT Capital Group January 2010 - April 2010
Stifel Financial Corp. February 2008 - February 2010
Ferris, Baker Watts February 2004 - March 2008
Skills
Structured Finance, Investment Banking, Banking, Derivatives, Corporate Finance, Structured Products, Equities, Capital Markets, Financial Markets, Fixed Income
Education
Roanoke College
Bachelor of Business Administration (B.B.A.)