Jefferies & Company
Industry: Investment banking company
DescriptionJefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management. CEO: Richard B. Handler (3 Oct 2000–) Revenue: 3.2 billion USD (11/30/17) Headquarters: New York City, New York, United States Number of employees: 3,885 Parent organization: Jefferies Financial Group Subsidiaries: Jefferies India Private Limited,
Jefferies & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Jefferies & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Jefferies & Company Salaries. You can even request information on how much does Jefferies & Company pay if you want to. Learn about salaries, pros and cons of working for Jefferies & Company 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!
1,750 Jefferies & Company employees in database. Find out everything there's to know about Jefferies & Company 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.
Jefferies & Company Employees
Employee
Years
Job
Industry
Vincent Bilms Vincent Bilms's Jefferies & Company Experience July 2012 - June 2014
Job Associate at Gryphon Investors
Industry Financial Services
Experience
Gryphon Investors August 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company, Inc. June 2011 - July 2012
Harris Williams & Co. May 2011 - May 2011
Fortress Investment Group, LLC. June 2010 - August 2010
Skills
Valuation, Bloomberg, Investment Banking, Mergers, Financial Modeling, Alternative Investments, Analysis, Finance
Education
Boston College 2008 — 2012
Bachelor of Science, Finance, Economics
Chaminade High School 2004 — 2008
Gryphon Investors August 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company, Inc. June 2011 - July 2012
Harris Williams & Co. May 2011 - May 2011
Fortress Investment Group, LLC. June 2010 - August 2010
Skills
Valuation, Bloomberg, Investment Banking, Mergers, Financial Modeling, Alternative Investments, Analysis, Finance
Education
Boston College 2008 — 2012
Bachelor of Science, Finance, Economics
Chaminade High School 2004 — 2008
Anne De Rosa's Jefferies & Company Experience September 2005 - Present
Job Payroll VP CoManager at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company September 2005 - Present
Skills
Talent Management, Financial Modeling, Equities, Investment Banking, Human Resources, Talent Acquisition, PeopleSoft, Employee Relations, Onboarding, Financial Analysis, Bloomberg, Customer Service, Corporate Finance
Education
Benedictine University
Jefferies & Company September 2005 - Present
Skills
Talent Management, Financial Modeling, Equities, Investment Banking, Human Resources, Talent Acquisition, PeopleSoft, Employee Relations, Onboarding, Financial Analysis, Bloomberg, Customer Service, Corporate Finance
Education
Benedictine University
Jed Roper Jed Roper's Jefferies & Company Experience July 2012 - September 2013
Job Investment Professional at Solar Capital Ltd
Industry Investment Management
Experience
Solar Capital Ltd October 2013 - Present
Jefferies & Company July 2012 - September 2013
Jefferies & Company July 2009 - July 2012
Jefferies & Company June 2008 - August 2008
Zouk Ventures August 2007 - December 2007
BNP Paribas May 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, LBO, High Yield, Mergers & Acquisitions, M&A experience, Alternative Investments, Bloomberg, Corporate Finance, Investments, Valuation, Equities, Private Equity, Leveraged Finance
Education
Boston College 2005 — 2009
BA, Finance
The Lawrenceville School 2002 — 2005
Solar Capital Ltd October 2013 - Present
Jefferies & Company July 2012 - September 2013
Jefferies & Company July 2009 - July 2012
Jefferies & Company June 2008 - August 2008
Zouk Ventures August 2007 - December 2007
BNP Paribas May 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, LBO, High Yield, Mergers & Acquisitions, M&A experience, Alternative Investments, Bloomberg, Corporate Finance, Investments, Valuation, Equities, Private Equity, Leveraged Finance
Education
Boston College 2005 — 2009
BA, Finance
The Lawrenceville School 2002 — 2005
Arvind Krishnan's Jefferies & Company Experience December 2010 - Present
Job Vice President, Jefferies & Company
Industry Information Technology and Services
Experience
Jefferies & Company December 2010 - Present
Skills
Fidessa OMS, Direct Market Access, SDLC, Unix, SQL, Visual Basic, Japanese, International Work..., Software Project..., Cash Equities Technology, C++, Object Oriented Design, Macromedia, Software Development, Exchange Connectivity, Experienced Business..., Business Analysis, Change Management, Trading
Education
Purdue University 2002 — 2003
MS, AAE - Optimization
National Institute of Information Technology 1996 — 1999
DCE, Advanced Computing
Bharathiar University 1995 — 1999
B.E, ME
M.A.K MAtric 1985 — 1992
Jefferies & Company December 2010 - Present
Skills
Fidessa OMS, Direct Market Access, SDLC, Unix, SQL, Visual Basic, Japanese, International Work..., Software Project..., Cash Equities Technology, C++, Object Oriented Design, Macromedia, Software Development, Exchange Connectivity, Experienced Business..., Business Analysis, Change Management, Trading
Education
Purdue University 2002 — 2003
MS, AAE - Optimization
National Institute of Information Technology 1996 — 1999
DCE, Advanced Computing
Bharathiar University 1995 — 1999
B.E, ME
M.A.K MAtric 1985 — 1992
Matthew Hesterberg's Jefferies & Company Experience 2009 - 2010
Job Fixed Income Professional
Industry Capital Markets
Experience
Odeon Capital Group July 2015 - Present
AxeWeb LLC August 2014 - Present
Whitaker Securities: Quest Group November 2014 - June 2015
BNY Mellon March 2013 - June 2014
Citi February 2010 - September 2012
Jefferies & Company 2009 - 2010
Merrill Lynch 2001 - 2009
Skills
Fixed Income, Trading, Equities, Capital Markets, Hedging, Securities, Bloomberg, Bonds, Hedge Funds, Electronic Trading, Financial Risk, Swaps, Investment Banking, Alternative Investments, Investments, Financial Markets, Trading Systems, Credit Derivatives, US Treasuries, Rates, Interest Rate..., US Equities, Futures, Banking, Interest Rates, International, European Government..., Gilts, Corporate Bonds, Equity Trading, Derivatives, Entrepreneurship, Product Development, Brokering, Management, Sales, Relationship Management, Business Development, Client Services, Marketing
Education
Boston College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government, Cum Laude
London School of Economics and Political Science 2000 — 2001
The General Course
Garden City High School 1994 — 1998
Odeon Capital Group July 2015 - Present
AxeWeb LLC August 2014 - Present
Whitaker Securities: Quest Group November 2014 - June 2015
BNY Mellon March 2013 - June 2014
Citi February 2010 - September 2012
Jefferies & Company 2009 - 2010
Merrill Lynch 2001 - 2009
Skills
Fixed Income, Trading, Equities, Capital Markets, Hedging, Securities, Bloomberg, Bonds, Hedge Funds, Electronic Trading, Financial Risk, Swaps, Investment Banking, Alternative Investments, Investments, Financial Markets, Trading Systems, Credit Derivatives, US Treasuries, Rates, Interest Rate..., US Equities, Futures, Banking, Interest Rates, International, European Government..., Gilts, Corporate Bonds, Equity Trading, Derivatives, Entrepreneurship, Product Development, Brokering, Management, Sales, Relationship Management, Business Development, Client Services, Marketing
Education
Boston College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government, Cum Laude
London School of Economics and Political Science 2000 — 2001
The General Course
Garden City High School 1994 — 1998
Rachel Barnes's Jefferies & Company Experience May 2013 - August 2013
Job Research Associate at Jefferies LLC
Industry Research
Experience
Jefferies LLC February 2014 - Present
Barnard College September 2013 - December 2013
Jefferies & Company May 2013 - August 2013
New York State Psychiatric Institute January 2012 - May 2013
Barnard College August 2012 - December 2012
Bedbug.com August 2011 - January 2012
UCLA May 2011 - August 2011
Skills
Microsoft Excel, OS X, SPSS, PC, HTML, Java
Education
Barnard College 2010 — 2014
Bachelor of Arts (B.A.), Phi Beta Kappa, Neuroscience
Jefferies LLC February 2014 - Present
Barnard College September 2013 - December 2013
Jefferies & Company May 2013 - August 2013
New York State Psychiatric Institute January 2012 - May 2013
Barnard College August 2012 - December 2012
Bedbug.com August 2011 - January 2012
UCLA May 2011 - August 2011
Skills
Microsoft Excel, OS X, SPSS, PC, HTML, Java
Education
Barnard College 2010 — 2014
Bachelor of Arts (B.A.), Phi Beta Kappa, Neuroscience
Ting Louie Ting Louie's Jefferies & Company Experience 2011 - 2012
Job Deal maker & investor
Industry Venture Capital & Private Equity
Experience
PwC 2015 - Present
SoundSight Headphones - Video Capturing Smart-Headphones 2013 - Present
Stern Ventures 2015 - 2015
Seed Equity Capital Partners 2014 - 2015
NASDAQ Private Market 2012 - 2014
SharesPost 2012 - 2014
Jefferies & Company 2011 - 2012
Deutsche Bank 2007 - 2011
Archstone Consulting 2003 - 2006
Navigant 2002 - 2003
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Corporate Development, Business Development, Investments, Corporate Finance, Start-ups, Private Equity, Financial Modeling, Strategy, IPO, Microsoft Excel, Strategic Planning, Financial Analysis, Private Placements, Valuation, Business Strategy, Mergers, M&A experience, Secondary Offerings, Portfolio Management, Competitive Analysis, Microsoft Office, Capital IQ, Transaction Experience, Secondary Market, private liquidity..., Equities, Strategic Advisory, Company Acquisitions, Public Equity Offerings, Finance, Restructuring, Leveraged Finance, Investment Management, Due Diligence, Capital Markets
Education
University of Southern California - Marshall School of Business 2006 — 2008
Master of Business Administration (MBA)
Occidental College
Bachelor's Degree, Economics
Bellarmine College Preparatory
High School
PwC 2015 - Present
SoundSight Headphones - Video Capturing Smart-Headphones 2013 - Present
Stern Ventures 2015 - 2015
Seed Equity Capital Partners 2014 - 2015
NASDAQ Private Market 2012 - 2014
SharesPost 2012 - 2014
Jefferies & Company 2011 - 2012
Deutsche Bank 2007 - 2011
Archstone Consulting 2003 - 2006
Navigant 2002 - 2003
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Corporate Development, Business Development, Investments, Corporate Finance, Start-ups, Private Equity, Financial Modeling, Strategy, IPO, Microsoft Excel, Strategic Planning, Financial Analysis, Private Placements, Valuation, Business Strategy, Mergers, M&A experience, Secondary Offerings, Portfolio Management, Competitive Analysis, Microsoft Office, Capital IQ, Transaction Experience, Secondary Market, private liquidity..., Equities, Strategic Advisory, Company Acquisitions, Public Equity Offerings, Finance, Restructuring, Leveraged Finance, Investment Management, Due Diligence, Capital Markets
Education
University of Southern California - Marshall School of Business 2006 — 2008
Master of Business Administration (MBA)
Occidental College
Bachelor's Degree, Economics
Bellarmine College Preparatory
High School
Peter Rothe Peter Rothe's Jefferies & Company Experience September 2009 - June 2014
Job Senior Vice President, Sales at Arete Research
Industry Research
Experience
Arete Research August 2014 - Present
Jefferies & Company September 2009 - June 2014
Jefferies & Company 2004 - 2009
Jefferies & Company 2002 - 2004
Skills
Bloomberg, Financial Markets, Market Data, Equity Research, Equity Product..., Macroeconomics, Public Speaking, Rugby Union, General Securities..., Risk Management, Equity Valuation, Performance Appraisal, Performance Improvement, Commodity Markets, Securities Regulation, Presenting to Senior..., Stock Market Analysis, European Markets, London Market, ECB, Stock Market, Stock Picking, Internal & External..., Internal Compliance, Equity Trading, Capital Markets, Financial Institutions
Education
Adelphi University
Master of Arts (M.A.), Psychology
Arete Research August 2014 - Present
Jefferies & Company September 2009 - June 2014
Jefferies & Company 2004 - 2009
Jefferies & Company 2002 - 2004
Skills
Bloomberg, Financial Markets, Market Data, Equity Research, Equity Product..., Macroeconomics, Public Speaking, Rugby Union, General Securities..., Risk Management, Equity Valuation, Performance Appraisal, Performance Improvement, Commodity Markets, Securities Regulation, Presenting to Senior..., Stock Market Analysis, European Markets, London Market, ECB, Stock Market, Stock Picking, Internal & External..., Internal Compliance, Equity Trading, Capital Markets, Financial Institutions
Education
Adelphi University
Master of Arts (M.A.), Psychology
Harlan Nebenhaus Harlan Nebenhaus's Jefferies & Company Experience August 2006 - December 2011
Job Senior Systems Analyst at Caxton Associates
Industry Financial Services
Experience
Caxton Associates January 2012 - Present
Jefferies & Company August 2006 - December 2011
Banc of America Securities 2003 - 2006
Societe Generale Securities 1993 - 2003
Skills
Electronic Trading, Market Data, Options, Equities, Trading, Middle Office, Securities, Agile Methodologies, Low Latency, Derivatives, Equity Derivatives, Order Management, Trading Systems, Hedge Funds, Risk Management, Sybase, Fixed Income, Bloomberg, Equity Trading, Back Office, Exchange Connectivity, Endorsements, Database Design, Data Warehousing, Data Mining, Business Analysis, Fidessa, Portfolio Management, Trading System, Capital Markets, Investment Banking, Prime Brokerage, FX Options, Financial Markets, Trading Strategies, ETFs, Proprietary Trading, Bonds, Interest Rate..., Commodity, Swaps, Alternative Investments, Program Trading, Hedging, Market Making, Technical Analysis, Series 7, Series 63, Structured Products, Market Risk
Education
New York University
MS, Computer Science
State University of New York at Binghamton
Bachelor of Science (BS), Mathematics and Computer Science
Caxton Associates January 2012 - Present
Jefferies & Company August 2006 - December 2011
Banc of America Securities 2003 - 2006
Societe Generale Securities 1993 - 2003
Skills
Electronic Trading, Market Data, Options, Equities, Trading, Middle Office, Securities, Agile Methodologies, Low Latency, Derivatives, Equity Derivatives, Order Management, Trading Systems, Hedge Funds, Risk Management, Sybase, Fixed Income, Bloomberg, Equity Trading, Back Office, Exchange Connectivity, Endorsements, Database Design, Data Warehousing, Data Mining, Business Analysis, Fidessa, Portfolio Management, Trading System, Capital Markets, Investment Banking, Prime Brokerage, FX Options, Financial Markets, Trading Strategies, ETFs, Proprietary Trading, Bonds, Interest Rate..., Commodity, Swaps, Alternative Investments, Program Trading, Hedging, Market Making, Technical Analysis, Series 7, Series 63, Structured Products, Market Risk
Education
New York University
MS, Computer Science
State University of New York at Binghamton
Bachelor of Science (BS), Mathematics and Computer Science
Kevin Ramsdell's Jefferies & Company Experience June 2004 - June 2007
Job Business Analytics Solution Architect
Industry Information Technology and Services
Experience
Mainline Information Systems November 2012 - Present
Software by Design, Inc June 2007 - November 2012
Jefferies & Company June 2004 - June 2007
Morgan Stanley March 2004 - May 2004
The Bank of New York November 2002 - March 2004
Lewtan Technologies 1999 - 2003
The Bulfinch Group 1999 - 2000
Skills
Business Intelligence, IBM Cognos, Red Hat, JBoss, Microstrategy, Data Warehousing, Business Analysis, Dashboard, Business Analytics, ETL, Data Modeling, Analytics, OLAP, Performance Management, Financial Services, Cognos
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Computer Information Systems
Bentley University 1991 — 1995
Bachelors of Science, Finance
Mainline Information Systems November 2012 - Present
Software by Design, Inc June 2007 - November 2012
Jefferies & Company June 2004 - June 2007
Morgan Stanley March 2004 - May 2004
The Bank of New York November 2002 - March 2004
Lewtan Technologies 1999 - 2003
The Bulfinch Group 1999 - 2000
Skills
Business Intelligence, IBM Cognos, Red Hat, JBoss, Microstrategy, Data Warehousing, Business Analysis, Dashboard, Business Analytics, ETL, Data Modeling, Analytics, OLAP, Performance Management, Financial Services, Cognos
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Computer Information Systems
Bentley University 1991 — 1995
Bachelors of Science, Finance
Giorgio Valenton Giorgio Valenton's Jefferies & Company Experience July 2007 - December 2010
Job Owner and Independent Distributor of HERBALIFE
Industry Health, Wellness and Fitness
Experience
Self-employed October 2012 - Present
Jefferies & Company July 2007 - December 2010
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Access, PeopleSoft, Lawson General Ledger, paragon, EDI, SAP, Datafaction, Excellent interpersonal..., Proven leadership and...
Education
Ateneo de Manila University
Computer Programming COBOL
Jose Rizal College
Bachelor of Science Degree in Accounting, Accounting
Self-employed October 2012 - Present
Jefferies & Company July 2007 - December 2010
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Access, PeopleSoft, Lawson General Ledger, paragon, EDI, SAP, Datafaction, Excellent interpersonal..., Proven leadership and...
Education
Ateneo de Manila University
Computer Programming COBOL
Jose Rizal College
Bachelor of Science Degree in Accounting, Accounting
Colin Ingham, PMP's Jefferies & Company Experience June 2009 - June 2012
Job Snr Project Manager at Ares Management
Industry Information Technology and Services
Experience
The Portal Group October 2012 - March 2014
Jefferies & Company June 2009 - June 2012
Jefferies & Co October 1994 - December 2008
SystemHouse March 1992 - October 1994
SHL Systemhouse 1993 - 1994
SCE October 1988 - February 1992
Skills
Integration, PMP, Project Management, Program Management, Perl, Cross-functional Team..., SQL, Sybase, Java, Databases, E-commerce, SDLC, Mobile Applications, Team Management, DB2, Digital Media, JavaScript, Trading Systems, Technology Integration, MySQL, XML, Analysis, Management, Software Project..., Contract Negotiation, C, Project Planning, Leadership, Software Development, Agile Methodologies, IT Strategy, Requirements Analysis, Enterprise Architecture, Project Portfolio..., Ariba, Atlassian JIRA, Web Design, Alfresco, Business Analysis, PMO, Business Intelligence, Vendor Management, Java Programming, C Programming, Risk Management, Risk Assessment, Automotive, Digital Marketing, Content Management, Scrum
Education
American InterContinental University 2005 — 2006
BBA Finance, Financial Accounting, Investment Analysis, Advanced Accounting
American InterContinental University 2004 — 2005
BBA Management, Economics, Strategic planning, Statistics, Management Accounting, HR management, Marketing, Business
University of California, Los Angeles 1994 — 1996
System Analysis, Computer Science
The Portal Group October 2012 - March 2014
Jefferies & Company June 2009 - June 2012
Jefferies & Co October 1994 - December 2008
SystemHouse March 1992 - October 1994
SHL Systemhouse 1993 - 1994
SCE October 1988 - February 1992
Skills
Integration, PMP, Project Management, Program Management, Perl, Cross-functional Team..., SQL, Sybase, Java, Databases, E-commerce, SDLC, Mobile Applications, Team Management, DB2, Digital Media, JavaScript, Trading Systems, Technology Integration, MySQL, XML, Analysis, Management, Software Project..., Contract Negotiation, C, Project Planning, Leadership, Software Development, Agile Methodologies, IT Strategy, Requirements Analysis, Enterprise Architecture, Project Portfolio..., Ariba, Atlassian JIRA, Web Design, Alfresco, Business Analysis, PMO, Business Intelligence, Vendor Management, Java Programming, C Programming, Risk Management, Risk Assessment, Automotive, Digital Marketing, Content Management, Scrum
Education
American InterContinental University 2005 — 2006
BBA Finance, Financial Accounting, Investment Analysis, Advanced Accounting
American InterContinental University 2004 — 2005
BBA Management, Economics, Strategic planning, Statistics, Management Accounting, HR management, Marketing, Business
University of California, Los Angeles 1994 — 1996
System Analysis, Computer Science
Rebecca McGinley Rebecca McGinley's Jefferies & Company Experience June 1998 - August 1998
Job Managing Director and Chief Operating Officer at HighBank Advisors
Industry Investment Banking
Experience
HighBank Advisors October 2014 - Present
Connections Education March 2011 - September 2014
KPMG Corporate Finance LLC April 1999 - June 2010
Jefferies & Company June 1998 - August 1998
Capital One January 1997 - December 1997
COSMOS Corporation January 1991 - December 1996
The Kennedy Center Honors & Christmas in Washington September 1990 - November 1990
Education
The George Washington University - School of Business 1995 — 1999
MBA, Finance, School of Business and Public Management
American University 1985 — 1989
B.A., Theatre & Business Administration
Warwick Valley HIgh School
HighBank Advisors October 2014 - Present
Connections Education March 2011 - September 2014
KPMG Corporate Finance LLC April 1999 - June 2010
Jefferies & Company June 1998 - August 1998
Capital One January 1997 - December 1997
COSMOS Corporation January 1991 - December 1996
The Kennedy Center Honors & Christmas in Washington September 1990 - November 1990
Education
The George Washington University - School of Business 1995 — 1999
MBA, Finance, School of Business and Public Management
American University 1985 — 1989
B.A., Theatre & Business Administration
Warwick Valley HIgh School
Jon Lynch Jon Lynch's Jefferies & Company Experience June 2012 - June 2014
Job Senior Trader ED&F Man Capital Markets
Industry Financial Services
Experience
ED&F Man Capital Markets Ltd September 2014 - Present
Jefferies & Company June 2012 - June 2014
Newedge April 2002 - June 2012
Skills
Trading, Commodity, Hedging, Proprietary Trading, Commodity Markets, Risk Management, Derivatives, Electronic Trading, Trading Systems
Education
Binghamton University 1989 — 1993
Bachelor of Science (BS), Management/Marketing
ED&F Man Capital Markets Ltd September 2014 - Present
Jefferies & Company June 2012 - June 2014
Newedge April 2002 - June 2012
Skills
Trading, Commodity, Hedging, Proprietary Trading, Commodity Markets, Risk Management, Derivatives, Electronic Trading, Trading Systems
Education
Binghamton University 1989 — 1993
Bachelor of Science (BS), Management/Marketing
Felix Chang's Jefferies & Company Experience August 2013 - September 2014
Job
Industry Financial Services
Experience
HSBC October 2014 - June 2015
Jefferies & Company August 2013 - September 2014
Morgan Stanley September 2011 - August 2013
Barclays Capital August 2010 - August 2011
Education
Binghamton University - School of Management 2007 — 2010
Bachelor of Science; B.S
Alice Smith International School 2001 — 2007
GCSE, A-Levels
HSBC October 2014 - June 2015
Jefferies & Company August 2013 - September 2014
Morgan Stanley September 2011 - August 2013
Barclays Capital August 2010 - August 2011
Education
Binghamton University - School of Management 2007 — 2010
Bachelor of Science; B.S
Alice Smith International School 2001 — 2007
GCSE, A-Levels
Collin Rigler Collin Rigler's Jefferies & Company Experience 2002 - 2004
Job Senior Vice President – Branch Director, Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2004 - Present
Jefferies & Company 2002 - 2004
Deutsche Bank 1994 - 2004
Education
Arizona State University, W. P. Carey School of Business 1983 — 1988
Bachelor of Science (B.S.), Economics
RBC Wealth Management October 2004 - Present
Jefferies & Company 2002 - 2004
Deutsche Bank 1994 - 2004
Education
Arizona State University, W. P. Carey School of Business 1983 — 1988
Bachelor of Science (B.S.), Economics
Jody Farquhar, CFA Jody Farquhar, CFA's Jefferies & Company Experience August 2010 - February 2013
Job Hedge Fund Analyst
Industry Financial Services
Experience
Ashford Investment Management February 2014 - Present
Texas Capital Bank March 2013 - August 2013
Jefferies & Company August 2010 - February 2013
MBA Investment Fund, LLC October 2008 - August 2010
Cimarron Asset Management May 2009 - August 2009
Jefferies and Company September 2005 - November 2007
Penson Financial Services November 1999 - September 2005
Skills
Equities, Fixed Income, Finance, Analysis, Business Intelligence, Microsoft Excel, Research, Leadership, Value Investing, Valuation, Financial Analysis, Investments, Competitive Analysis, Portfolio Management
Education
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business 2008 — 2010
Masters, MBA-Finance
University of North Texas 1995 — 1999
BBA, Economics
Austin College
CFA Institute
CFA Charterholder, Finance
Celina
Celina High School
Ashford Investment Management February 2014 - Present
Texas Capital Bank March 2013 - August 2013
Jefferies & Company August 2010 - February 2013
MBA Investment Fund, LLC October 2008 - August 2010
Cimarron Asset Management May 2009 - August 2009
Jefferies and Company September 2005 - November 2007
Penson Financial Services November 1999 - September 2005
Skills
Equities, Fixed Income, Finance, Analysis, Business Intelligence, Microsoft Excel, Research, Leadership, Value Investing, Valuation, Financial Analysis, Investments, Competitive Analysis, Portfolio Management
Education
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business 2008 — 2010
Masters, MBA-Finance
University of North Texas 1995 — 1999
BBA, Economics
Austin College
CFA Institute
CFA Charterholder, Finance
Celina
Celina High School
Badhri Varanasi Badhri Varanasi's Jefferies & Company Experience August 2012 - Present
Job
Industry Financial Services
Experience
Jefferies & Company August 2012 - Present
SeedrSocial December 2011 - June 2012
Jefferies & Company June 2011 - August 2011
Early Stage Partners March 2011 - June 2011
Oracle April 2009 - August 2010
BITSAA Silicon Valley Chapter June 2007 - August 2010
Oracle February 2007 - April 2009
Oracle January 2005 - February 2007
National Semiconductor January 2003 - June 2003
HCL Infosystems May 2001 - August 2001
Skills
Valuation, Investment Banking, Social Media Marketing, Software Project..., Agile Methodologies, Distributed Systems, Software Development, Cloud Computing, Algorithms, Enterprise Software, C, SQL, Scalability, Computer Science, Financial Modeling, Java Enterprise Edition, SOA
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Marketing, Entrepreneurship, Media Mgmt.
University of Wisconsin-Madison 2003 — 2005
MS, Computer Sciences
Birla Institute of Technology and Science 1999 — 2003
BE, Computer Science
Jefferies & Company August 2012 - Present
SeedrSocial December 2011 - June 2012
Jefferies & Company June 2011 - August 2011
Early Stage Partners March 2011 - June 2011
Oracle April 2009 - August 2010
BITSAA Silicon Valley Chapter June 2007 - August 2010
Oracle February 2007 - April 2009
Oracle January 2005 - February 2007
National Semiconductor January 2003 - June 2003
HCL Infosystems May 2001 - August 2001
Skills
Valuation, Investment Banking, Social Media Marketing, Software Project..., Agile Methodologies, Distributed Systems, Software Development, Cloud Computing, Algorithms, Enterprise Software, C, SQL, Scalability, Computer Science, Financial Modeling, Java Enterprise Edition, SOA
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Marketing, Entrepreneurship, Media Mgmt.
University of Wisconsin-Madison 2003 — 2005
MS, Computer Sciences
Birla Institute of Technology and Science 1999 — 2003
BE, Computer Science
Michael Anello's Jefferies & Company Experience March 2011 - March 2015
Job Vice President at TCW Direct Lending
Industry Investment Management
Experience
The TCW Group April 2015 - Present
Jefferies & Company March 2011 - March 2015
Prudential Capital Group July 2007 - March 2011
Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis, Leveraged Finance, Corporate Finance, Due Diligence, Investments, Fixed Income, Private Equity, Portfolio Management, Risk Management
Education
Boston College 2003 — 2007
BS, Finance and Economics
The TCW Group April 2015 - Present
Jefferies & Company March 2011 - March 2015
Prudential Capital Group July 2007 - March 2011
Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis, Leveraged Finance, Corporate Finance, Due Diligence, Investments, Fixed Income, Private Equity, Portfolio Management, Risk Management
Education
Boston College 2003 — 2007
BS, Finance and Economics
Stephen Capo's Jefferies & Company Experience June 2007 - July 2007
Job Senior Analyst | NYSE Product Management
Industry Financial Services
Experience
Intercontinental Exchange NYSE January 2015 - Present
Intercontinental Exchange NYSE January 2013 - December 2014
NYSE Euronext January 2012 - December 2012
NYSE Euronext September 2010 - December 2011
NYSE Euronext June 2008 - August 2010
Jefferies & Company June 2007 - July 2007
Skills
PowerPoint, Excel, Requirements Analysis, Data Analysis, Expense Management, Presenting Ideas, Analysis, Innovative Thinking, Innovation Management, Microsoft Excel, Project Management
Education
Binghamton University 2009 — 2010
Master of Business Administration (MBA), General Management, 3.762
Binghamton University 2005 — 2009
Bachelor of Science (BS), Management with Double Concentration in Finance and Leadership & Consulting, 3.663
Intercontinental Exchange NYSE January 2015 - Present
Intercontinental Exchange NYSE January 2013 - December 2014
NYSE Euronext January 2012 - December 2012
NYSE Euronext September 2010 - December 2011
NYSE Euronext June 2008 - August 2010
Jefferies & Company June 2007 - July 2007
Skills
PowerPoint, Excel, Requirements Analysis, Data Analysis, Expense Management, Presenting Ideas, Analysis, Innovative Thinking, Innovation Management, Microsoft Excel, Project Management
Education
Binghamton University 2009 — 2010
Master of Business Administration (MBA), General Management, 3.762
Binghamton University 2005 — 2009
Bachelor of Science (BS), Management with Double Concentration in Finance and Leadership & Consulting, 3.663
Kathryn Ryan's Jefferies & Company Experience July 2010 - August 2012
Job Marketing Director, Strategic Events at Press Ganey
Industry Hospital & Health Care
Experience
Press Ganey March 2014 - Present
Press Ganey Associates September 2012 - March 2014
Jefferies & Company July 2010 - August 2012
Genuine Interactive January 2010 - May 2010
BostonSchneider Associates September 2009 - December 2009
Henrys Grocer May 2007 - August 2009
Affiliated Managers Group March 2009 - June 2009
The Landing at Seven Central April 2005 - August 2007
Mullen Advertising Agency March 2006 - June 2006
The State House May 2005 - August 2005
Skills
Mergers & Acquisitions, Marketing Strategy, Trade Shows, Microsoft Office, Excel, PowerPoint, Outlook, Factiva, Word, Conference Production, Microsoft Word, Microsoft Excel, Marketing Communications, Public Relations, Competitive Analysis
Education
Boston College 2006 — 2010
BA, Communications
University of New South Wales 2009 — 2009
BS
Pingree 2002 — 2006
Press Ganey March 2014 - Present
Press Ganey Associates September 2012 - March 2014
Jefferies & Company July 2010 - August 2012
Genuine Interactive January 2010 - May 2010
BostonSchneider Associates September 2009 - December 2009
Henrys Grocer May 2007 - August 2009
Affiliated Managers Group March 2009 - June 2009
The Landing at Seven Central April 2005 - August 2007
Mullen Advertising Agency March 2006 - June 2006
The State House May 2005 - August 2005
Skills
Mergers & Acquisitions, Marketing Strategy, Trade Shows, Microsoft Office, Excel, PowerPoint, Outlook, Factiva, Word, Conference Production, Microsoft Word, Microsoft Excel, Marketing Communications, Public Relations, Competitive Analysis
Education
Boston College 2006 — 2010
BA, Communications
University of New South Wales 2009 — 2009
BS
Pingree 2002 — 2006
Andrey Levichev's Jefferies & Company Experience 2006 - 2006
Job C++ software engineer
Industry Computer Software
Experience
Bloomberg May 2011 - Present
Goldman Sachs July 2009 - April 2011
CONTEXTWEB 2006 - 2009
Jefferies & Company 2006 - 2006
Skills
C++, Databases, Unix, C#, Java, SQL, JavaScript, Software Development, Linux, .NET, Python
Education
Yaroslavl Demidov State University 1994 — 2009
Masters, Mathematics and Computer Science
Bloomberg May 2011 - Present
Goldman Sachs July 2009 - April 2011
CONTEXTWEB 2006 - 2009
Jefferies & Company 2006 - 2006
Skills
C++, Databases, Unix, C#, Java, SQL, JavaScript, Software Development, Linux, .NET, Python
Education
Yaroslavl Demidov State University 1994 — 2009
Masters, Mathematics and Computer Science
Tracey Freshwater Tracey Freshwater's Jefferies & Company Experience August 2008 - Present
Job VP at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company August 2008 - Present
MMC June 2004 - 2008
Guy Carpenter 2004 - 2008
Marsh and McLennan Companies 2004 - 2008
Marsh & McLennan Inc. 1994 - 2008
Marsh 2004 - 2007
BNP Paribas December 2001 - November 2003
Porter Novelli 1993 - 2001
Skills
Blackberry, Blackberry Enterprise..., Lotus Domino, Servers, System Administration, Microsoft Exchange, Disaster Recovery
Education
Bethany College 1988 — 1993
Brooke High School
Jefferies & Company August 2008 - Present
MMC June 2004 - 2008
Guy Carpenter 2004 - 2008
Marsh and McLennan Companies 2004 - 2008
Marsh & McLennan Inc. 1994 - 2008
Marsh 2004 - 2007
BNP Paribas December 2001 - November 2003
Porter Novelli 1993 - 2001
Skills
Blackberry, Blackberry Enterprise..., Lotus Domino, Servers, System Administration, Microsoft Exchange, Disaster Recovery
Education
Bethany College 1988 — 1993
Brooke High School
Esteban Riojas Esteban Riojas's Jefferies & Company Experience 2011 - 2012
Job Investment Banking at SMBC Nikko
Industry Investment Banking
Experience
SMBC Nikko Securities America, Inc. 2014 - Present
The Valence Group, LLC 2012 - 2013
Jefferies & Company 2011 - 2012
Atlas Air Worldwide Holdings 2009 - 2011
BNP Paribas 2008 - 2009
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance
Tecnológico de Monterrey 1995 — 2000
BS, Mechanical Engineering
Beijing Language and Culture University
Mandarin Chinese
Université de Poitiers
French
SMBC Nikko Securities America, Inc. 2014 - Present
The Valence Group, LLC 2012 - 2013
Jefferies & Company 2011 - 2012
Atlas Air Worldwide Holdings 2009 - 2011
BNP Paribas 2008 - 2009
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance
Tecnológico de Monterrey 1995 — 2000
BS, Mechanical Engineering
Beijing Language and Culture University
Mandarin Chinese
Université de Poitiers
French
Yury Shteyn Yury Shteyn's Jefferies & Company Experience July 2008 - March 2009
Job Technical Consultant at Broadridge Financial Solutions
Industry Computer Networking
Experience
Broadridge Financial Solutions April 2015 - Present
IBM June 2012 - Present
ADP March 2009 - 2011
Jefferies & Company July 2008 - March 2009
Marsh June 2007 - July 2008
ADP February 2004 - June 2007
Globix 1999 - 2004
TDWaterhouse November 1997 - November 1999
Skills
Servers, System Administration, Disaster Recovery, Requirements Analysis, Program Management, Project Management, Process Improvement, Data Center, System Architecture, Management, Cloud Computing, Virtualization, Enterprise Architecture, Security, Integration, ITIL, IT Management, Vendor Management, VMware, Testing, Enterprise Software, IT Strategy, System Deployment, Team Building, Technical Architecture, Leadership, Architecture, Solution Architecture, Storage Area Networks, Architectures, SAN, Amazon Web Services..., Private Cloud
Education
Ural Institute of Business 1999 — 2001
Business Management, Business Economics
Broadridge Financial Solutions April 2015 - Present
IBM June 2012 - Present
ADP March 2009 - 2011
Jefferies & Company July 2008 - March 2009
Marsh June 2007 - July 2008
ADP February 2004 - June 2007
Globix 1999 - 2004
TDWaterhouse November 1997 - November 1999
Skills
Servers, System Administration, Disaster Recovery, Requirements Analysis, Program Management, Project Management, Process Improvement, Data Center, System Architecture, Management, Cloud Computing, Virtualization, Enterprise Architecture, Security, Integration, ITIL, IT Management, Vendor Management, VMware, Testing, Enterprise Software, IT Strategy, System Deployment, Team Building, Technical Architecture, Leadership, Architecture, Solution Architecture, Storage Area Networks, Architectures, SAN, Amazon Web Services..., Private Cloud
Education
Ural Institute of Business 1999 — 2001
Business Management, Business Economics
Yun He's Jefferies & Company Experience February 2011 - May 2011
Job Model Risk Management
Industry Investment Banking
Experience
BNP Paribas December 2014 - Present
KPMG US September 2012 - December 2014
Torus Specialty Insurance August 2011 - December 2011
Jefferies & Company February 2011 - May 2011
Skills
Derivatives, Financial Modeling, Enterprise Risk..., VBA, Portfolio Management, Insurance Risk, Risk Assessment, Vlookup, Excel, Macro, Risk Analysis, Matlab, Access, SQL, Pivot Tables, Query, Pricing Analysis, Quantitative Analysis, Quantitative Modeling, VAR, Financial Risk..., Fixed Income Analysis, Model Validation, Model Risk Management, Microsoft Excel
Education
Stevens Institute of Technology 2009 — 2011
Master, Financial Engineering
Stevens Institute of Technology 2009 — 2011
Graduate Certificate, Financial Risk Engineering
Changsha University of Science and Technology 2004 — 2008
Bachelor, Economics
BNP Paribas December 2014 - Present
KPMG US September 2012 - December 2014
Torus Specialty Insurance August 2011 - December 2011
Jefferies & Company February 2011 - May 2011
Skills
Derivatives, Financial Modeling, Enterprise Risk..., VBA, Portfolio Management, Insurance Risk, Risk Assessment, Vlookup, Excel, Macro, Risk Analysis, Matlab, Access, SQL, Pivot Tables, Query, Pricing Analysis, Quantitative Analysis, Quantitative Modeling, VAR, Financial Risk..., Fixed Income Analysis, Model Validation, Model Risk Management, Microsoft Excel
Education
Stevens Institute of Technology 2009 — 2011
Master, Financial Engineering
Stevens Institute of Technology 2009 — 2011
Graduate Certificate, Financial Risk Engineering
Changsha University of Science and Technology 2004 — 2008
Bachelor, Economics
Nicole Sparks Nicole Sparks's Jefferies & Company Experience June 2011 - August 2011
Job Associate Finance Manager Brand Building Ice Cream at Unilever
Industry Financial Services
Experience
Unilever July 2014 - Present
Unilever February 2014 - May 2014
Unilever July 2012 - January 2014
NYU Stern School of Business July 2010 - May 2012
Jefferies & Company June 2011 - August 2011
Greenwich Associates 2007 - 2010
Sparks Swim School, LLC 2007 - 2010
IBM 2005 - 2007
Skills
Financial Modeling, Management Consulting, Valuation, Financial Analysis, Competitive Analysis, Corporate Finance, Strategy, Due Diligence, Business Strategy, Market Research, Bloomberg, Private Equity, Venture Capital, Mergers, Risk Management, Mergers & Acquisitions, Finance, Entrepreneurship, Analytics
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance
Bates College 2001 — 2005
BS, Economics
New Canaan High School
Unilever July 2014 - Present
Unilever February 2014 - May 2014
Unilever July 2012 - January 2014
NYU Stern School of Business July 2010 - May 2012
Jefferies & Company June 2011 - August 2011
Greenwich Associates 2007 - 2010
Sparks Swim School, LLC 2007 - 2010
IBM 2005 - 2007
Skills
Financial Modeling, Management Consulting, Valuation, Financial Analysis, Competitive Analysis, Corporate Finance, Strategy, Due Diligence, Business Strategy, Market Research, Bloomberg, Private Equity, Venture Capital, Mergers, Risk Management, Mergers & Acquisitions, Finance, Entrepreneurship, Analytics
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance
Bates College 2001 — 2005
BS, Economics
New Canaan High School
Fred Sanchez Fred Sanchez's Jefferies & Company Experience December 2004 - August 2005
Job Authentication Engineer at Leidos
Industry Defense & Space
Experience
Leidos January 2014 - Present
Leidos September 2013 - January 2014
SAIC December 2011 - September 2013
The New York Times October 2005 - October 2011
Jefferies & Company December 2004 - August 2005
Perot Systems March 2004 - October 2004
Aristocrat Technologies Inc. September 2003 - April 2004
Perot Systems February 2001 - August 2003
Skills
Active Directory, Microsoft Exchange, Lotus Domino..., Blackberry Enterprise..., Microsoft SQL Server, S/MIME, Telecommunications, Vendor Relationships, Vendor Management, Blackberry, Windows Server, Servers, Security, System Administration, DNS, VMware, Technical Support, Disaster Recovery, Linux, SharePoint, Troubleshooting, Network Security, Virtualization, SQL, ITIL, Mobile Device Management, Windows Server 2008, BYOD, MDM, Mobile Devices, Cisco Technologies, TCP/IP, Information Technology, Master Data Management, DHCP, Integration, System Deployment, Help Desk Support, Enterprise Software, BMC Remedy, Infrastructure, Network Administration, Networking, Operating Systems, Windows 7, Firewalls, Data Center, IT Management
Education
Borough of Manhattan Community College 1996 — 1997
SUNY Brockport 1995 — 1996
William Cullen Bryant H.S. 1992 — 1995
Regents Diploma, General
Leidos January 2014 - Present
Leidos September 2013 - January 2014
SAIC December 2011 - September 2013
The New York Times October 2005 - October 2011
Jefferies & Company December 2004 - August 2005
Perot Systems March 2004 - October 2004
Aristocrat Technologies Inc. September 2003 - April 2004
Perot Systems February 2001 - August 2003
Skills
Active Directory, Microsoft Exchange, Lotus Domino..., Blackberry Enterprise..., Microsoft SQL Server, S/MIME, Telecommunications, Vendor Relationships, Vendor Management, Blackberry, Windows Server, Servers, Security, System Administration, DNS, VMware, Technical Support, Disaster Recovery, Linux, SharePoint, Troubleshooting, Network Security, Virtualization, SQL, ITIL, Mobile Device Management, Windows Server 2008, BYOD, MDM, Mobile Devices, Cisco Technologies, TCP/IP, Information Technology, Master Data Management, DHCP, Integration, System Deployment, Help Desk Support, Enterprise Software, BMC Remedy, Infrastructure, Network Administration, Networking, Operating Systems, Windows 7, Firewalls, Data Center, IT Management
Education
Borough of Manhattan Community College 1996 — 1997
SUNY Brockport 1995 — 1996
William Cullen Bryant H.S. 1992 — 1995
Regents Diploma, General
Jack Fabbri's Jefferies & Company Experience May 2013 - Present
Job Equity Capital Markets Associate at Jefferies
Industry Banking
Experience
Jefferies & Company May 2013 - Present
UBS Investment Bank July 2011 - May 2013
Cavu Capital May 2010 - September 2010
Boston College June 2009 - September 2009
Education
Boston College - Carroll School of Management 2007 — 2011
BS, Management
Fairfield College Preparatory School 2004 — 2007
Jefferies & Company May 2013 - Present
UBS Investment Bank July 2011 - May 2013
Cavu Capital May 2010 - September 2010
Boston College June 2009 - September 2009
Education
Boston College - Carroll School of Management 2007 — 2011
BS, Management
Fairfield College Preparatory School 2004 — 2007
Robert Bailer's Jefferies & Company Experience October 2008 - November 2010
Job Director of Finance at FiscalNote
Industry Financial Services
Experience
FiscalNote February 2015 - Present
Opower February 2012 - January 2015
Leaf Clean Energy November 2010 - February 2012
Jefferies & Company October 2008 - November 2010
Bulger Capital January 2008 - May 2008
Chatsworth Securities June 2007 - August 2007
Molecular January 2007 - May 2007
Skills
Excel, Financial Modeling, Venture Capital, Mergers, Private Equity, Due Diligence, Start-ups, Entrepreneurship, Mergers & Acquisitions, Valuation, Financial Analysis, Analysis, Cleantech, Finance, Microsoft Excel, Energy, Renewable Energy, Investment Banking
Education
Babson College 2004 — 2008
B.S., Finance
Wilton High School 2000 — 2004
FiscalNote February 2015 - Present
Opower February 2012 - January 2015
Leaf Clean Energy November 2010 - February 2012
Jefferies & Company October 2008 - November 2010
Bulger Capital January 2008 - May 2008
Chatsworth Securities June 2007 - August 2007
Molecular January 2007 - May 2007
Skills
Excel, Financial Modeling, Venture Capital, Mergers, Private Equity, Due Diligence, Start-ups, Entrepreneurship, Mergers & Acquisitions, Valuation, Financial Analysis, Analysis, Cleantech, Finance, Microsoft Excel, Energy, Renewable Energy, Investment Banking
Education
Babson College 2004 — 2008
B.S., Finance
Wilton High School 2000 — 2004
Slinger James Jr. Slinger James Jr.'s Jefferies & Company Experience September 2011 - January 2013
Job IT Security Engineer at MarketAxess
Industry Information Technology and Services
Experience
MarketAxess September 2015 - Present
MSC Mediterranean Shipping Company June 2012 - Present
Jefferies & Company September 2011 - January 2013
B.M. PC Care & Repair January 2009 - June 2012
Comp2Kids/Digital Families June 2011 - August 2011
US Census Bureau December 2009 - September 2010
HSBC March 2008 - December 2008
Cablevision September 2007 - February 2008
Skills
Active Directory, Troubleshooting, Servers, VMware, XP, Disaster Recovery, Operating Systems, Network Administration, Hardware, Networking, Windows XP, PC Maintenance,..., System Migration, Problem Solving, Security, Upgrades, Windows 7, Laptops, Computer Hardware..., Antivirus, Wireless Networking, CompTIA A Certification, Vulnerability Scanning, Symantec Antivirus, IT Security Assessments, CompTIA A+, Software Installation, System Administration
Education
Per Scholas Institute for Technology 2011 — 2014
Information Technology
Art Institute of Philadelphia
MarketAxess September 2015 - Present
MSC Mediterranean Shipping Company June 2012 - Present
Jefferies & Company September 2011 - January 2013
B.M. PC Care & Repair January 2009 - June 2012
Comp2Kids/Digital Families June 2011 - August 2011
US Census Bureau December 2009 - September 2010
HSBC March 2008 - December 2008
Cablevision September 2007 - February 2008
Skills
Active Directory, Troubleshooting, Servers, VMware, XP, Disaster Recovery, Operating Systems, Network Administration, Hardware, Networking, Windows XP, PC Maintenance,..., System Migration, Problem Solving, Security, Upgrades, Windows 7, Laptops, Computer Hardware..., Antivirus, Wireless Networking, CompTIA A Certification, Vulnerability Scanning, Symantec Antivirus, IT Security Assessments, CompTIA A+, Software Installation, System Administration
Education
Per Scholas Institute for Technology 2011 — 2014
Information Technology
Art Institute of Philadelphia
Ankit Varmani Ankit Varmani's Jefferies & Company Experience May 2013 - July 2014
Job Research Analyst at HHR Asset Management
Industry Financial Services
Experience
HHR asset management July 2014 - Present
Jefferies & Company May 2013 - July 2014
JP Morgan March 2008 - April 2013
Goldman Sachs June 2006 - March 2008
Skills
Equity Research, Financial Modeling, Valuation, Equities, Equity Valuation, Bloomberg, Capital Markets, Fixed Income, DCF, Corporate Finance, Emerging Markets, Investment Banking, Financial Markets, Trading Systems
Education
Banaras Hindu University 2002 — 2006
Institute of Technology, BHU 2002 — 2006
Bachelor of Technology (BTech), electronics engineering
Shieling house school
HHR asset management July 2014 - Present
Jefferies & Company May 2013 - July 2014
JP Morgan March 2008 - April 2013
Goldman Sachs June 2006 - March 2008
Skills
Equity Research, Financial Modeling, Valuation, Equities, Equity Valuation, Bloomberg, Capital Markets, Fixed Income, DCF, Corporate Finance, Emerging Markets, Investment Banking, Financial Markets, Trading Systems
Education
Banaras Hindu University 2002 — 2006
Institute of Technology, BHU 2002 — 2006
Bachelor of Technology (BTech), electronics engineering
Shieling house school
John Prendergast John Prendergast's Jefferies & Company Experience January 2005 - December 2008
Job CEO of Blueleaf, LeanStartup Evangelist
Industry Internet
Experience
Blueleaf, Inc. January 2010 - Present
ChannelIQ September 2014 - Present
ImpulseSave August 2011 - January 2014
WiredTiger July 2010 - January 2014
Lean Startup Circle Boston September 2009 - September 2013
PerkStreet Financial 2011 - June 2013
BISON Alternatives January 2012 - January 2013
oneforty December 2009 - August 2011
Karmana Consulting December 2008 - October 2010
Jefferies & Company January 2005 - December 2008
Skills
Mergers, Valuation, Product Marketing, Financial Modeling, Start-ups, Entrepreneurship, Marketing Strategy, Corporate Finance, New Business Development, Small Business, Product Management, Entrepreneur, Financial Reporting, Negotiation, Mergers & Acquisitions, Management, Wealth Management, Strategy, Financial Analysis, Investments, Program Management, Portfolio Management, Marketing, Finance, Corporate Development, Strategic Partnerships, Consulting, Executive Management
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Boston College 1990 — 1993
BA
University of Massachusetts, Amherst
Blueleaf, Inc. January 2010 - Present
ChannelIQ September 2014 - Present
ImpulseSave August 2011 - January 2014
WiredTiger July 2010 - January 2014
Lean Startup Circle Boston September 2009 - September 2013
PerkStreet Financial 2011 - June 2013
BISON Alternatives January 2012 - January 2013
oneforty December 2009 - August 2011
Karmana Consulting December 2008 - October 2010
Jefferies & Company January 2005 - December 2008
Skills
Mergers, Valuation, Product Marketing, Financial Modeling, Start-ups, Entrepreneurship, Marketing Strategy, Corporate Finance, New Business Development, Small Business, Product Management, Entrepreneur, Financial Reporting, Negotiation, Mergers & Acquisitions, Management, Wealth Management, Strategy, Financial Analysis, Investments, Program Management, Portfolio Management, Marketing, Finance, Corporate Development, Strategic Partnerships, Consulting, Executive Management
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Boston College 1990 — 1993
BA
University of Massachusetts, Amherst
Nicholas Gentile Nicholas Gentile's Jefferies & Company Experience July 2006 - April 2008
Job Associate Investment Banking at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2012 - Present
Moelis & Company June 2011 - August 2011
Frederick Zollo Productions November 2009 - February 2010
Leftfield Pictures July 2008 - November 2009
Jefferies & Company July 2006 - April 2008
SunTrust Robinson Humphrey July 2005 - July 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, Corporate Development, Finance, Financial Statement..., Strategic Planning, Private Equity, Investment Banking, Financial Analysis, LBO, Investments, Equities, Bloomberg
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance and Entrepreneurship
Boston College 2001 — 2005
BS, Finance, Accounting, Philosophy
Moelis & Company July 2012 - Present
Moelis & Company June 2011 - August 2011
Frederick Zollo Productions November 2009 - February 2010
Leftfield Pictures July 2008 - November 2009
Jefferies & Company July 2006 - April 2008
SunTrust Robinson Humphrey July 2005 - July 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, Corporate Development, Finance, Financial Statement..., Strategic Planning, Private Equity, Investment Banking, Financial Analysis, LBO, Investments, Equities, Bloomberg
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance and Entrepreneurship
Boston College 2001 — 2005
BS, Finance, Accounting, Philosophy
![The MAK [Muthusamy Anantha Kumar]](https://cdn.bearsofficialsstore.com/li/webp/11819022.webp)
The MAK [Muthusamy Anantha Kumar] The MAK [Muthusamy Anantha Kumar]'s Jefferies & Company Experience August 2004 - November 2005
Job Columnist at Database Journal
Industry Financial Services
Experience
? December 2011 - Present
SlipStream Consulting, LLC January 2011 - Present
Univerisity of west florida July 2009 - Present
Database Journal February 2003 - Present
Global leading Investment Firm November 2005 - January 2011
Jefferies & Company August 2004 - November 2005
Merrill Lynch September 2002 - August 2004
PC Connection March 2002 - August 2002
PurchaseSoft, Inc July 2001 - February 2002
Boston Financial Data Services August 1999 - September 2000
Skills
Database Administration, Performance Tuning, Database Design, Databases, Microsoft SQL Server
Education
CSM IGS - TASMAC 1995 — 1997
MBA, Personnel Management
Bharathidasan University 1992 — 1996
BBA, Business Administration/ computer science
National College 1992 — 1995
BBA
? December 2011 - Present
SlipStream Consulting, LLC January 2011 - Present
Univerisity of west florida July 2009 - Present
Database Journal February 2003 - Present
Global leading Investment Firm November 2005 - January 2011
Jefferies & Company August 2004 - November 2005
Merrill Lynch September 2002 - August 2004
PC Connection March 2002 - August 2002
PurchaseSoft, Inc July 2001 - February 2002
Boston Financial Data Services August 1999 - September 2000
Skills
Database Administration, Performance Tuning, Database Design, Databases, Microsoft SQL Server
Education
CSM IGS - TASMAC 1995 — 1997
MBA, Personnel Management
Bharathidasan University 1992 — 1996
BBA, Business Administration/ computer science
National College 1992 — 1995
BBA
Maria Lozovskaya's Jefferies & Company Experience January 2007 - June 2011
Job Lead Business Analyst at Thomson Reuters
Industry Investment Banking
Experience
Fab Cup Coffee Shop December 2014 - Present
Thomson Reuters July 2014 - Present
Thomson Reuters May 2011 - July 2014
Jefferies & Company January 2007 - June 2011
SMBC-CM December 2006 - May 2007
Skills
Accounting, Tax, Financial Modeling, Corporate Tax, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Business Analysis, Financial Accounting, US GAAP, Tax Accounting, Income Tax, Process Improvement, Analysis, Account Reconciliation, General Ledger, Microsoft Excel, Business Requirements, Project Management, Agile & Waterfall..., Scrum, SDLC, Project Planning, Product Development, Gap Analysis, Functional Requirements, SaaS, TFS, Prototype, User Interface Design, Risk Management, Subject Matter Experts, UAT coordination, Corporate Finance, Auditing, SEC filings, Due Diligence
Education
City University of New York 2005 — 2008
BA, Accounting and Economics
Baruch College, City University of New York (CUNY) 2003 — 2008
BA, Accounting and Economics
Irkutsk State Economy Academy 1999 — 2003
BA, accounting, economics
Fab Cup Coffee Shop December 2014 - Present
Thomson Reuters July 2014 - Present
Thomson Reuters May 2011 - July 2014
Jefferies & Company January 2007 - June 2011
SMBC-CM December 2006 - May 2007
Skills
Accounting, Tax, Financial Modeling, Corporate Tax, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Business Analysis, Financial Accounting, US GAAP, Tax Accounting, Income Tax, Process Improvement, Analysis, Account Reconciliation, General Ledger, Microsoft Excel, Business Requirements, Project Management, Agile & Waterfall..., Scrum, SDLC, Project Planning, Product Development, Gap Analysis, Functional Requirements, SaaS, TFS, Prototype, User Interface Design, Risk Management, Subject Matter Experts, UAT coordination, Corporate Finance, Auditing, SEC filings, Due Diligence
Education
City University of New York 2005 — 2008
BA, Accounting and Economics
Baruch College, City University of New York (CUNY) 2003 — 2008
BA, Accounting and Economics
Irkutsk State Economy Academy 1999 — 2003
BA, accounting, economics
Ira Kamil Ira Kamil's Jefferies & Company Experience February 2009 - July 2013
Job Experienced Operations High Quality. Detailed
Industry Investment Banking
Experience
Home July 2013 - Present
Jefferies & Company February 2009 - July 2013
Merrill Lynch November 2005 - March 2009
Skills
Equities, Fixed Income, Bloomberg, Securities, Investment Banking, Capital Markets, Prime Brokerage, Series 7, Back Office, Hedge Funds, Operational Risk..., Trading Systems, Middle Office, Securities Lending, Settlement, Operational Risk, FINRA, Financial Services, AML
Education
Sherwood University 1999 — 2003
BBS, Business Administration and Management, General
Baruch College 1975 — 1982
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Home July 2013 - Present
Jefferies & Company February 2009 - July 2013
Merrill Lynch November 2005 - March 2009
Skills
Equities, Fixed Income, Bloomberg, Securities, Investment Banking, Capital Markets, Prime Brokerage, Series 7, Back Office, Hedge Funds, Operational Risk..., Trading Systems, Middle Office, Securities Lending, Settlement, Operational Risk, FINRA, Financial Services, AML
Education
Sherwood University 1999 — 2003
BBS, Business Administration and Management, General
Baruch College 1975 — 1982
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Colin Kindgren Colin Kindgren's Jefferies & Company Experience April 2008 - January 2010
Job Senior Account Manager at Forrester Research
Industry Research
Experience
Forrester Research October 2014 - Present
USS Arizona Civil War Project Fund January 2014 - Present
Forrester Research January 2013 - October 2014
Forrester Research January 2011 - January 2013
Forrester Research January 2010 - December 2010
Jefferies & Company April 2008 - January 2010
Canaccord Adams August 2006 - October 2007
State Street Corporation July 2005 - August 2006
Skills
Trading, Fixed Income, Bloomberg, Investments, Series 7, Solution Selling, Business Development, Key Account Acquisition..., Prospecting Skills, Innovation, Management, Client-centric, Management Consulting, Strategic Marketing..., B2B, B2B Marketing Strategy, Financial Services, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
MBA
Boston College 2001 — 2005
Bachelor of Arts
Uppsala University 2004 — 2004
University College Dublin 2003 — 2003
History
Forrester Research October 2014 - Present
USS Arizona Civil War Project Fund January 2014 - Present
Forrester Research January 2013 - October 2014
Forrester Research January 2011 - January 2013
Forrester Research January 2010 - December 2010
Jefferies & Company April 2008 - January 2010
Canaccord Adams August 2006 - October 2007
State Street Corporation July 2005 - August 2006
Skills
Trading, Fixed Income, Bloomberg, Investments, Series 7, Solution Selling, Business Development, Key Account Acquisition..., Prospecting Skills, Innovation, Management, Client-centric, Management Consulting, Strategic Marketing..., B2B, B2B Marketing Strategy, Financial Services, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
MBA
Boston College 2001 — 2005
Bachelor of Arts
Uppsala University 2004 — 2004
University College Dublin 2003 — 2003
History
Kimm Antell Kimm Antell's Jefferies & Company Experience October 1997 - August 1999
Job Art Director at The Nazca Plains Corporation
Industry Internet
Experience
The Nazca Plains Corporation March 2015 - Present
DoctorBase November 2012 - Present
Austin Community College January 2014 - May 2014
DoctorBase October 2008 - November 2012
LeadMarket October 2008 - September 2012
ArmadilloCon 31 August 2008 - August 2009
IF Marketing & Advertising October 2007 - October 2008
Intra-Focus January 2003 - October 2007
S1 Corporation August 1999 - February 2002
Jefferies & Company October 1997 - August 1999
Skills
SEO, Web Design, Google Adwords, Google Analytics, Email Marketing, Web Development, Graphic Design, Microsoft Excel, Blogging, Web Marketing, WordPress, Web Content, Facebook, HTML, Web Analytics, SEO copywriting, Dreamweaver, MailChimp, CSS, Online Marketing, Google Adwords..., FTP, PSD to Wordpress, Photoshop, GoDaddy, Microsoft Word, PowerPoint, InDesign, Website Development, Web Project Management, Corporate Blogging, CSS3, CSS2, ADA compliance, Search Engine Submission, Search Engine Ranking, Search Advertising, Search Analysis, Local Search, SEM, Adobe Creative Suite, Microsoft Office, Books, Writing, Creative Writing, Genealogy, Event Planning
Education
Austin Community College 2002 — 2016
Associate's degree
The University of Texas at Austin 1988 — 1991
German
Westfield High School 1984 — 1988
The Nazca Plains Corporation March 2015 - Present
DoctorBase November 2012 - Present
Austin Community College January 2014 - May 2014
DoctorBase October 2008 - November 2012
LeadMarket October 2008 - September 2012
ArmadilloCon 31 August 2008 - August 2009
IF Marketing & Advertising October 2007 - October 2008
Intra-Focus January 2003 - October 2007
S1 Corporation August 1999 - February 2002
Jefferies & Company October 1997 - August 1999
Skills
SEO, Web Design, Google Adwords, Google Analytics, Email Marketing, Web Development, Graphic Design, Microsoft Excel, Blogging, Web Marketing, WordPress, Web Content, Facebook, HTML, Web Analytics, SEO copywriting, Dreamweaver, MailChimp, CSS, Online Marketing, Google Adwords..., FTP, PSD to Wordpress, Photoshop, GoDaddy, Microsoft Word, PowerPoint, InDesign, Website Development, Web Project Management, Corporate Blogging, CSS3, CSS2, ADA compliance, Search Engine Submission, Search Engine Ranking, Search Advertising, Search Analysis, Local Search, SEM, Adobe Creative Suite, Microsoft Office, Books, Writing, Creative Writing, Genealogy, Event Planning
Education
Austin Community College 2002 — 2016
Associate's degree
The University of Texas at Austin 1988 — 1991
German
Westfield High School 1984 — 1988
Adrienne Dougherty, MAI Adrienne Dougherty, MAI's Jefferies & Company Experience September 2002 - April 2005
Job Vice President at Capital One
Industry Real Estate
Experience
Capital One November 2013 - Present
JPMorgan Chase June 2011 - November 2013
CB Richard Ellis January 2008 - June 2011
KTR Newmark Real Estate Services May 2005 - December 2007
Jefferies & Company September 2002 - April 2005
Merrill Lynch 2000 - 2002
Education
UNIVERSITY AT ALBANY
B.S, Business Administration; Finance Concentration
Baruch College
New York State General Licensed Appraiser
Capital One November 2013 - Present
JPMorgan Chase June 2011 - November 2013
CB Richard Ellis January 2008 - June 2011
KTR Newmark Real Estate Services May 2005 - December 2007
Jefferies & Company September 2002 - April 2005
Merrill Lynch 2000 - 2002
Education
UNIVERSITY AT ALBANY
B.S, Business Administration; Finance Concentration
Baruch College
New York State General Licensed Appraiser
Myron York Myron York's Jefferies & Company Experience January 1994 - July 2007
Job Attorney
Industry Law Practice
Experience
American Bar Association Criminal Justice Section June 2013 - August 2014
Jefferies & Company January 1994 - July 2007
Skills
Litigation, Securities, Legal Writing, Legal Research, Financial Services, Equities, Corporate Law, Capital Markets, Securities Regulation, FINRA, Financial Regulation
Education
The George Washington University Law School 2007 — 2010
Doctor of Law (J.D.)
Max Planck Society 2009 — 2009
International Intellectual Property Law
University of Augsburg 2008 — 2008
International Economics
Montclair State University 2001 — 2006
B.S., History, Justice Studies
American Bar Association Criminal Justice Section June 2013 - August 2014
Jefferies & Company January 1994 - July 2007
Skills
Litigation, Securities, Legal Writing, Legal Research, Financial Services, Equities, Corporate Law, Capital Markets, Securities Regulation, FINRA, Financial Regulation
Education
The George Washington University Law School 2007 — 2010
Doctor of Law (J.D.)
Max Planck Society 2009 — 2009
International Intellectual Property Law
University of Augsburg 2008 — 2008
International Economics
Montclair State University 2001 — 2006
B.S., History, Justice Studies
Alden Reid's Jefferies & Company Experience July 2008 - June 2010
Job Principal at GrandBanks Capital
Industry Venture Capital & Private Equity
Experience
GrandBanks Capital August 2011 - Present
Boston College October 2008 - Present
New England Inter-Collegiate Sailing Association January 2014 - Present
Jefferies & Company July 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
State Street June 2006 - August 2006
Little Egg Harbor Yacht Club June 2005 - August 2005
Skills
Financial Modeling, Due Diligence, Investment Banking, Mergers & Acquisitions, Strategy, Finance, Portfolio Management, Corporate Development, Market Research, Investments, Analysis, Venture Capital
Education
Boston College 2004 — 2008
BS, Mathematics and Finance
Belmont Hill School 1998 — 2004
High School
GrandBanks Capital August 2011 - Present
Boston College October 2008 - Present
New England Inter-Collegiate Sailing Association January 2014 - Present
Jefferies & Company July 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
State Street June 2006 - August 2006
Little Egg Harbor Yacht Club June 2005 - August 2005
Skills
Financial Modeling, Due Diligence, Investment Banking, Mergers & Acquisitions, Strategy, Finance, Portfolio Management, Corporate Development, Market Research, Investments, Analysis, Venture Capital
Education
Boston College 2004 — 2008
BS, Mathematics and Finance
Belmont Hill School 1998 — 2004
High School
Keith Olivares Keith Olivares's Jefferies & Company Experience June 2010 - August 2012
Job Consultant Federal Reserve Bank of New York
Industry Financial Services
Experience
Portware June 2015 - Present
Federal Reserve Bank of New York March 2014 - May 2015
Goldman Sachs September 2012 - February 2014
Jefferies & Company June 2010 - August 2012
Deutsche Bank July 2008 - June 2010
Investment Technology Group December 2007 - March 2008
Tervela, Inc. June 2007 - November 2007
Marco Polo Network January 2007 - May 2007
NYFIX August 1998 - December 2006
Computer Sciences Corperation June 1997 - August 1998
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Order Management, Derivatives, Options, Financial Markets, Trading, Fixed Income, Business Analysis, Unix, Bloomberg, Project Management, Java, Analysis, Equity Trading, Exchange Connectivity, Integration, Investment Banking, Linux, Quality Assurance, Capital Markets, Databases, Sybase
Education
San Beda College 1990 — 1995
Bachelor of Science, Business Management
Benedictine Abbey School 1989 — 1990
High School
Ateneo de Manila University 1985 — 1989
High School
Portware June 2015 - Present
Federal Reserve Bank of New York March 2014 - May 2015
Goldman Sachs September 2012 - February 2014
Jefferies & Company June 2010 - August 2012
Deutsche Bank July 2008 - June 2010
Investment Technology Group December 2007 - March 2008
Tervela, Inc. June 2007 - November 2007
Marco Polo Network January 2007 - May 2007
NYFIX August 1998 - December 2006
Computer Sciences Corperation June 1997 - August 1998
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Order Management, Derivatives, Options, Financial Markets, Trading, Fixed Income, Business Analysis, Unix, Bloomberg, Project Management, Java, Analysis, Equity Trading, Exchange Connectivity, Integration, Investment Banking, Linux, Quality Assurance, Capital Markets, Databases, Sybase
Education
San Beda College 1990 — 1995
Bachelor of Science, Business Management
Benedictine Abbey School 1989 — 1990
High School
Ateneo de Manila University 1985 — 1989
High School
Rajesh Satturu Rajesh Satturu's Jefferies & Company Experience 2009 - 2009
Job Integration Lead/Architect/SME for Cloud Services at Drivestream
Industry Information Technology and Services
Experience
Drivestream March 2015 - Present
CIGNA Healthcare December 2012 - February 2015
Major Financial Services Firm April 2010 - December 2012
Towers Perrin 2009 - March 2010
IBM Transformation Services March 2005 - April 2009
IBM March 2004 - April 2009
Jefferies & Company 2009 - 2009
Wipro March 2001 - February 2004
Redbrigade Digital Revolutionaries, UK November 2000 - March 2001
HCL Perot Systems April 2000 - November 2000
Skills
Business Intelligence, PeopleSoft, Integration, SOA, SDLC, Outsourcing, Oracle, Requirements Analysis, Software Project..., Vendor Management, Business Analysis, ERP, Business Process, Business Process..., Program Management, PL/SQL, Requirements Gathering, Agile Methodologies, Enterprise Architecture, ITIL, PMP, Solution Architecture, PMO, Data Warehousing, PeopleTools, IT Strategy, PeopleCode, SQR, Business Process Design, DB2, Oracle Applications, Crystal Reports, Data Migration, Systems Analysis, Business Requirements, SQL, ETL, Visio, Production Support, XML Publisher, Informatica, User Acceptance Testing, Unix, Databases, Oracle E-Business Suite, Data Modeling, Agile Project Management, Cognos, Data Conversion, Global Delivery
Education
Nagarjuna University
Bachelors
Drivestream March 2015 - Present
CIGNA Healthcare December 2012 - February 2015
Major Financial Services Firm April 2010 - December 2012
Towers Perrin 2009 - March 2010
IBM Transformation Services March 2005 - April 2009
IBM March 2004 - April 2009
Jefferies & Company 2009 - 2009
Wipro March 2001 - February 2004
Redbrigade Digital Revolutionaries, UK November 2000 - March 2001
HCL Perot Systems April 2000 - November 2000
Skills
Business Intelligence, PeopleSoft, Integration, SOA, SDLC, Outsourcing, Oracle, Requirements Analysis, Software Project..., Vendor Management, Business Analysis, ERP, Business Process, Business Process..., Program Management, PL/SQL, Requirements Gathering, Agile Methodologies, Enterprise Architecture, ITIL, PMP, Solution Architecture, PMO, Data Warehousing, PeopleTools, IT Strategy, PeopleCode, SQR, Business Process Design, DB2, Oracle Applications, Crystal Reports, Data Migration, Systems Analysis, Business Requirements, SQL, ETL, Visio, Production Support, XML Publisher, Informatica, User Acceptance Testing, Unix, Databases, Oracle E-Business Suite, Data Modeling, Agile Project Management, Cognos, Data Conversion, Global Delivery
Education
Nagarjuna University
Bachelors
Theodora Skeadas's Jefferies & Company Experience May 2008 - July 2008
Job Graduate Student at John F. Kennedy School of Government, Harvard University
Industry Public Policy
Experience
Booz Allen Hamilton June 2015 - August 2015
The Fulbright Program September 2013 - June 2014
Search for Common Ground February 2013 - June 2013
Innovations for Poverty Action March 2013 - May 2013
Inspire Dreams May 2012 - July 2012
Mission Mentor September 2008 - May 2012
Center for Hellenic Studies May 2010 - July 2010
WorldTeach May 2009 - August 2009
Jefferies & Company May 2008 - July 2008
Skills
PowerPoint, Stata, Microsoft Office, PHP, HTML, C++, Statistics, Economics, Multivariable Calculus, Teaching, Nonprofits, Grant Writing, Philosophy, Critical Thinking, Research, Policy Analysis, Community Outreach, Spanish, International Relations, Public Speaking, Data Analysis, Editing
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master of Public Policy, International Trade and Finance
Institut Français de Casablanca 2013 — 2013
French Language Certificate, French Language and Literature
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Philosophy and Government
Université Al-Akhawayn Ifrane 2011 — 2011
Exchange Student, Arabic and North African Studies, A
Fox Lane High School 2004 — 2008
High School Diploma
Booz Allen Hamilton June 2015 - August 2015
The Fulbright Program September 2013 - June 2014
Search for Common Ground February 2013 - June 2013
Innovations for Poverty Action March 2013 - May 2013
Inspire Dreams May 2012 - July 2012
Mission Mentor September 2008 - May 2012
Center for Hellenic Studies May 2010 - July 2010
WorldTeach May 2009 - August 2009
Jefferies & Company May 2008 - July 2008
Skills
PowerPoint, Stata, Microsoft Office, PHP, HTML, C++, Statistics, Economics, Multivariable Calculus, Teaching, Nonprofits, Grant Writing, Philosophy, Critical Thinking, Research, Policy Analysis, Community Outreach, Spanish, International Relations, Public Speaking, Data Analysis, Editing
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master of Public Policy, International Trade and Finance
Institut Français de Casablanca 2013 — 2013
French Language Certificate, French Language and Literature
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Philosophy and Government
Université Al-Akhawayn Ifrane 2011 — 2011
Exchange Student, Arabic and North African Studies, A
Fox Lane High School 2004 — 2008
High School Diploma
Matthew Rhone Matthew Rhone's Jefferies & Company Experience July 2011 - July 2013
Job Associate at Tailwind Capital
Industry Venture Capital & Private Equity
Experience
Tailwind Capital August 2013 - Present
Jefferies & Company July 2011 - July 2013
Skills
Leadership, Financial Modeling, Investment Banking, Valuation, LBO, Equities, PowerPoint
Education
Amherst College 2007 — 2011
B.A, Economics, Environmental Studies
Deerfield Academy 2006 — 2007
The Noble and Greenough School 2000 — 2006
Isenberg School of Management, UMass Amherst
Tailwind Capital August 2013 - Present
Jefferies & Company July 2011 - July 2013
Skills
Leadership, Financial Modeling, Investment Banking, Valuation, LBO, Equities, PowerPoint
Education
Amherst College 2007 — 2011
B.A, Economics, Environmental Studies
Deerfield Academy 2006 — 2007
The Noble and Greenough School 2000 — 2006
Isenberg School of Management, UMass Amherst
Chong Ni Chong Ni's Jefferies & Company Experience May 2012 - February 2013
Job Private Equity Associate at Gryphon Investors
Industry Venture Capital & Private Equity
Experience
Gryphon Investors August 2015 - Present
J.P. Morgan February 2013 - August 2015
Jefferies & Company May 2012 - February 2013
Duke University May 2011 - May 2012
Skills
Valuation, Corporate Finance, Investment Banking, Economics, Financial Modeling, Finance, Data Analysis, Mergers & Acquisitions, Bloomberg, Financial Analysis, Microsoft Office, Research, Entrepreneurship, Equities, Spanish, Analysis
Education
Duke University 2008 — 2012
B.S., Economics (Finance Concentration)
South Carolina Governor's School for Science & Mathematics 2006 — 2008
Gryphon Investors August 2015 - Present
J.P. Morgan February 2013 - August 2015
Jefferies & Company May 2012 - February 2013
Duke University May 2011 - May 2012
Skills
Valuation, Corporate Finance, Investment Banking, Economics, Financial Modeling, Finance, Data Analysis, Mergers & Acquisitions, Bloomberg, Financial Analysis, Microsoft Office, Research, Entrepreneurship, Equities, Spanish, Analysis
Education
Duke University 2008 — 2012
B.S., Economics (Finance Concentration)
South Carolina Governor's School for Science & Mathematics 2006 — 2008
Thor Bucy Thor Bucy's Jefferies & Company Experience 2010 - 2011
Job Director at Riviera Partners
Industry Staffing and Recruiting
Experience
Riviera Partners 2014 - Present
Thomson Reuters 2011 - 2013
Jefferies & Company 2010 - 2011
Prudential Real Estate and Relocation Services 2007 - 2010
Prudential Real Estate and Relocation Services 2005 - 2007
Skills
Start-ups, Networking, Negotiation, Leadership, Sales, Venture Capital, Agile Methodologies, Business Intelligence, Business Analysis, Change Management, Product Management, Project Management, Strategy, Program Management, Strategic Planning, Enterprise Software, SaaS, Management, Coaching, Resource Management, E-commerce, CRM, Product Development, SDLC
Education
Arizona State University, W. P. Carey School of Business
Masters, Business Administration and Management, General
University of Nebraska at Omaha
Bachelor of Science, Management Information Systems
Riviera Partners 2014 - Present
Thomson Reuters 2011 - 2013
Jefferies & Company 2010 - 2011
Prudential Real Estate and Relocation Services 2007 - 2010
Prudential Real Estate and Relocation Services 2005 - 2007
Skills
Start-ups, Networking, Negotiation, Leadership, Sales, Venture Capital, Agile Methodologies, Business Intelligence, Business Analysis, Change Management, Product Management, Project Management, Strategy, Program Management, Strategic Planning, Enterprise Software, SaaS, Management, Coaching, Resource Management, E-commerce, CRM, Product Development, SDLC
Education
Arizona State University, W. P. Carey School of Business
Masters, Business Administration and Management, General
University of Nebraska at Omaha
Bachelor of Science, Management Information Systems
Robert Iannarone, CFA Robert Iannarone, CFA's Jefferies & Company Experience August 2009 - June 2010
Job Equity Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2014 - Present
UBS June 2010 - March 2014
Jefferies & Company August 2009 - June 2010
Skills
Bloomberg, NASD Series 7, NASD Series 55, NASD Series 66, Microsoft Office, Lotus Notes, Thompson One, Wealth Management, Financial Statement..., Equity Valuation, Series 7, Fixed Income, Chartered Financial..., Equity Research, Equities, Financial Advisory, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Finance & Investments, 3.77/4.0
RBC Capital Markets April 2014 - Present
UBS June 2010 - March 2014
Jefferies & Company August 2009 - June 2010
Skills
Bloomberg, NASD Series 7, NASD Series 55, NASD Series 66, Microsoft Office, Lotus Notes, Thompson One, Wealth Management, Financial Statement..., Equity Valuation, Series 7, Fixed Income, Chartered Financial..., Equity Research, Equities, Financial Advisory, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Finance & Investments, 3.77/4.0
Suzanne (Tourangeau) Lewis's Jefferies & Company Experience April 1993 - December 2000
Job Consultant at SML Marketing & Design
Industry Insurance
Experience
SML Marketing & Design June 2014 - Present
Signature Insurance Group, LLC October 2009 - June 2014
Invensure Insurance Brokers January 2008 - August 2009
Independent Agent, Custom Care Insurance Services January 2001 - December 2007
Jefferies & Company April 1993 - December 2000
Skills
Insurance, Employee Benefits, Disability Insurance, Customer Relations, Health Insurance, Cyber Security, Term Life Insurance, D&O, EPLI, Team Leadership, Change Management, Business Strategy, Business Planning, Corporate Communications, Corporate Branding, Employment Practices..., New Business Development, Property & Casualty..., Computer Security, Sales, Leadership, Strategic Partnerships, Social Media, Account Management, Brokers, Legal Liability, Risk Management, Professional Liability, Customer Service, Human Resources, Small Business, Marketing Strategy, Coaching, Sales Management, Media Relations, Strategic Planning, Umbrella Insurance, Inland Marine, Marketing, Executive Management, Casualty, Workers Compensation
Education
Becker College 1985 — 1987
Associates, Business Management
Berlin High School 1983 — 1985
SML Marketing & Design June 2014 - Present
Signature Insurance Group, LLC October 2009 - June 2014
Invensure Insurance Brokers January 2008 - August 2009
Independent Agent, Custom Care Insurance Services January 2001 - December 2007
Jefferies & Company April 1993 - December 2000
Skills
Insurance, Employee Benefits, Disability Insurance, Customer Relations, Health Insurance, Cyber Security, Term Life Insurance, D&O, EPLI, Team Leadership, Change Management, Business Strategy, Business Planning, Corporate Communications, Corporate Branding, Employment Practices..., New Business Development, Property & Casualty..., Computer Security, Sales, Leadership, Strategic Partnerships, Social Media, Account Management, Brokers, Legal Liability, Risk Management, Professional Liability, Customer Service, Human Resources, Small Business, Marketing Strategy, Coaching, Sales Management, Media Relations, Strategic Planning, Umbrella Insurance, Inland Marine, Marketing, Executive Management, Casualty, Workers Compensation
Education
Becker College 1985 — 1987
Associates, Business Management
Berlin High School 1983 — 1985
Donny Ho Donny Ho's Jefferies & Company Experience April 2011 - July 2014
Job Consultant at Milestone
Industry Financial Services
Experience
Milestone August 2014 - Present
Jefferies & Company April 2011 - July 2014
Morgan Stanley November 2004 - April 2011
Deutsche Bank July 2003 - November 2004
Pentegra Retirement Services November 2000 - July 2003
Skills
Fixed Income, Financial Analysis, Capital Markets, Equities, Trading, Derivatives, Corporate Finance, Investment Banking, Hedge Funds, User Acceptance Testing, Data Warehousing, Data Modeling, Rapid Prototyping, System Architecture, SDLC, General Ledger, Relational Databases, SQL, PMBOK, PMI, Change Management, MS Project, Project Management, Business Analysis, Microsoft Office, Quality Center, JIRA
Education
Binghamton University - School of Management 1996 — 2000
BS, Business Management
Milestone August 2014 - Present
Jefferies & Company April 2011 - July 2014
Morgan Stanley November 2004 - April 2011
Deutsche Bank July 2003 - November 2004
Pentegra Retirement Services November 2000 - July 2003
Skills
Fixed Income, Financial Analysis, Capital Markets, Equities, Trading, Derivatives, Corporate Finance, Investment Banking, Hedge Funds, User Acceptance Testing, Data Warehousing, Data Modeling, Rapid Prototyping, System Architecture, SDLC, General Ledger, Relational Databases, SQL, PMBOK, PMI, Change Management, MS Project, Project Management, Business Analysis, Microsoft Office, Quality Center, JIRA
Education
Binghamton University - School of Management 1996 — 2000
BS, Business Management
Jane Abramsky Jane Abramsky's Jefferies & Company Experience July 2011 - Present
Job Vice President / Business Analyst at Jefferies & Company
Industry Information Technology and Services
Experience
Jefferies & Company July 2011 - Present
Prudential Financial March 1996 - July 2011
Chase 1994 - 1996
Skills
Equities, Investment Banking, Financial Services, Trading Systems, Derivatives, Futures Trading, Business Analysis, FX Trading, Sungard GMI, SDLC, Vendor Management, Investments, Electronic Trading, IBM Mainframe, Regulatory Compliance, Mainframe Architecture, SQL, CICS, DB2, Requirements Gathering, Agile & Waterfall...
Education
ASA Institute of Business and Computer Technology
Computer science
Kostroma State Technological University (KSTU)
MS in Mechanical Engineering and Computer Science
Jefferies & Company July 2011 - Present
Prudential Financial March 1996 - July 2011
Chase 1994 - 1996
Skills
Equities, Investment Banking, Financial Services, Trading Systems, Derivatives, Futures Trading, Business Analysis, FX Trading, Sungard GMI, SDLC, Vendor Management, Investments, Electronic Trading, IBM Mainframe, Regulatory Compliance, Mainframe Architecture, SQL, CICS, DB2, Requirements Gathering, Agile & Waterfall...
Education
ASA Institute of Business and Computer Technology
Computer science
Kostroma State Technological University (KSTU)
MS in Mechanical Engineering and Computer Science
Robert Pereira Robert Pereira's Jefferies & Company Experience 2006 - December 2013
Job Senior Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC 2014 - Present
Jefferies & Company 2006 - December 2013
Credit Suisse September 1999 - June 2006
Skills
Hedge Funds, Series 7, Equities, Fixed Income, Bloomberg, Alternative Investments, Capital Markets, Series 63, Investment Banking, Equity Derivatives
Education
Adelphi University 2002 — 2004
mba, Finance
Hofstra University 1994 — 1998
Jefferies LLC 2014 - Present
Jefferies & Company 2006 - December 2013
Credit Suisse September 1999 - June 2006
Skills
Hedge Funds, Series 7, Equities, Fixed Income, Bloomberg, Alternative Investments, Capital Markets, Series 63, Investment Banking, Equity Derivatives
Education
Adelphi University 2002 — 2004
mba, Finance
Hofstra University 1994 — 1998
Jason Sarno's Jefferies & Company Experience July 2010 - August 2012
Job Real Estate Private Equity Professional
Industry Real Estate
Experience
AEW Capital Management October 2014 - Present
The CIM Group August 2012 - September 2014
Jefferies & Company July 2010 - August 2012
Education
Boston College 2006 — 2010
Bachelor’s Degree, Finance, Economics, Corporate Reporting
Boston College High School 2002 — 2006
AEW Capital Management October 2014 - Present
The CIM Group August 2012 - September 2014
Jefferies & Company July 2010 - August 2012
Education
Boston College 2006 — 2010
Bachelor’s Degree, Finance, Economics, Corporate Reporting
Boston College High School 2002 — 2006
Samantha Wynne's Jefferies & Company Experience May 2013 - August 2013
Job Analyst, US Wealth Advisory Strategy at BlackRock
Industry Financial Services
Experience
BlackRock June 2015 - Present
Jefferies July 2014 - Present
Boston College Campus School September 2011 - Present
Jefferies & Company May 2013 - August 2013
A.A. Reps In.c June 2012 - August 2012
Ann Taylor Loft June 2011 - August 2011
Law Office of Bank, Seymour, & Hashmall, June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Research, English, Social Media, Public Speaking, Human Resources, Time Management, Employee Relations, Team Leadership, Leadership
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Applied Psychology and Human Development, 3.9
North Salem High School 2006 — 2010
Graduated Top 5% of Class
BlackRock June 2015 - Present
Jefferies July 2014 - Present
Boston College Campus School September 2011 - Present
Jefferies & Company May 2013 - August 2013
A.A. Reps In.c June 2012 - August 2012
Ann Taylor Loft June 2011 - August 2011
Law Office of Bank, Seymour, & Hashmall, June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Research, English, Social Media, Public Speaking, Human Resources, Time Management, Employee Relations, Team Leadership, Leadership
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Applied Psychology and Human Development, 3.9
North Salem High School 2006 — 2010
Graduated Top 5% of Class
Christopher Mandeville, CFA's Jefferies & Company Experience August 2013 - Present
Job Sr. Equity Research Associate at Jefferies
Industry Investment Banking
Experience
Jefferies & Company August 2013 - Present
Canaccord Genuity Inc. December 2010 - August 2013
Columbia Management September 2008 - December 2010
Wachovia Securities February 2006 - May 2006
Skills
Fixed Income, Bloomberg, Equity Research, Financial Modeling, Oil & Gas Exploration, Consumer Goods, Equity Valuation, Investments, Series 7, Microsoft Excel, Due Diligence, Series 63, Finance, Financial Markets
Education
Bentley University 2003 — 2007
BS, Finance
Suffolk University Madrid 2005 — 2006
Spanish
Jefferies & Company August 2013 - Present
Canaccord Genuity Inc. December 2010 - August 2013
Columbia Management September 2008 - December 2010
Wachovia Securities February 2006 - May 2006
Skills
Fixed Income, Bloomberg, Equity Research, Financial Modeling, Oil & Gas Exploration, Consumer Goods, Equity Valuation, Investments, Series 7, Microsoft Excel, Due Diligence, Series 63, Finance, Financial Markets
Education
Bentley University 2003 — 2007
BS, Finance
Suffolk University Madrid 2005 — 2006
Spanish
Bill Clerico's Jefferies & Company Experience June 2007 - July 2008
Job
Industry Internet
Experience
WePay August 2008 - Present
Insight Data Science February 2011 - Present
Jefferies & Company June 2007 - July 2008
American Red Cross of Massachusetts Bay September 2003 - June 2008
Goldman Sachs June 2006 - August 2006
U.S. Army CERDEC 2002 - June 2006
Massachusetts Statehouse September 2003 - May 2004
Skills
Start-ups, Entrepreneurship, Payments, Small Business, Viral Marketing, Management, Public Relations, Data Analysis, Internet Banking, Finance, Strategic Partnerships, Leadership, Analysis, Venture Capital, CRM, Marketing, Strategy, Mergers & Acquisitions, Financial Analysis, Business Planning, Due Diligence, Executive Management
Education
Boston College 2003 — 2007
Bachelor of Science, Computer Science
High Technology High School 1999 — 2003
Diploma, Pre-Engineering, Math, Science, Cisco Networking
WePay August 2008 - Present
Insight Data Science February 2011 - Present
Jefferies & Company June 2007 - July 2008
American Red Cross of Massachusetts Bay September 2003 - June 2008
Goldman Sachs June 2006 - August 2006
U.S. Army CERDEC 2002 - June 2006
Massachusetts Statehouse September 2003 - May 2004
Skills
Start-ups, Entrepreneurship, Payments, Small Business, Viral Marketing, Management, Public Relations, Data Analysis, Internet Banking, Finance, Strategic Partnerships, Leadership, Analysis, Venture Capital, CRM, Marketing, Strategy, Mergers & Acquisitions, Financial Analysis, Business Planning, Due Diligence, Executive Management
Education
Boston College 2003 — 2007
Bachelor of Science, Computer Science
High Technology High School 1999 — 2003
Diploma, Pre-Engineering, Math, Science, Cisco Networking
Roch Bialski Roch Bialski's Jefferies & Company Experience 2004 - 2006
Job Vice President, Prime Services
Industry Financial Services
Experience
Fidelity Investments March 2008 - Present
Fidelity Investments December 2006 - March 2008
NBA 2008 - 2008
Jefferies & Company 2004 - 2006
Skills
Hedge Funds, Equities, Investment Banking, Series 7, Bloomberg, Capital Markets, Prime Brokerage, Financial Modeling, Securities Lending, Financial Analysis, Securities, Fixed Income, Pricing
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA
University of Rhode Island 1993 — 1995
BA, Mathematics and Economics
Yale University 1990 — 1993
Mathematics and Economics
Fidelity Investments March 2008 - Present
Fidelity Investments December 2006 - March 2008
NBA 2008 - 2008
Jefferies & Company 2004 - 2006
Skills
Hedge Funds, Equities, Investment Banking, Series 7, Bloomberg, Capital Markets, Prime Brokerage, Financial Modeling, Securities Lending, Financial Analysis, Securities, Fixed Income, Pricing
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA
University of Rhode Island 1993 — 1995
BA, Mathematics and Economics
Yale University 1990 — 1993
Mathematics and Economics
Tim Huelskamp's Jefferies & Company Experience July 2005 - December 2007
Job Principal at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital January 2015 - Present
American Capital November 2011 - December 2014
BG Medical LLC August 2010 - November 2011
American Capital December 2009 - July 2010
American Capital January 2008 - December 2009
Jefferies & Company July 2005 - December 2007
KPMG June 2004 - August 2004
Bank One June 2003 - August 2003
Education
Boston College 2001 — 2005
American Capital January 2015 - Present
American Capital November 2011 - December 2014
BG Medical LLC August 2010 - November 2011
American Capital December 2009 - July 2010
American Capital January 2008 - December 2009
Jefferies & Company July 2005 - December 2007
KPMG June 2004 - August 2004
Bank One June 2003 - August 2003
Education
Boston College 2001 — 2005
Eric Uva's Jefferies & Company Experience July 2002 - September 2004
Job FinTech + Social Impact
Industry Financial Services
Experience
Indivisible June 2014 - Present
Root Capital April 2012 - June 2014
City of Newark May 2010 - September 2010
Sphere Energy July 2006 - August 2009
American Capital September 2004 - June 2006
Jefferies & Company July 2002 - September 2004
Skills
Social Entrepreneurship, Entrepreneurship, Strategy, Business Strategy, International..., Nonprofits, Fundraising, Private Equity, Sustainability, Non-profits, Start-ups, Corporate Social..., Program Management, Community Outreach, Economic Development, Government, Management Consulting, Social Enterprise, Policy, International Relations, Social Capital, Philanthropy, Community Development, Capacity Building, Social Networking, Coalitions, Finance, Management, Strategic Planning, Financial Analysis, Financial Reporting, Corporate Finance, Credit, Investments, Fixed Income
Education
Harvard University 2009 — 2011
Kennedy School of Government: MPP
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Innovation Teams
Boston College 1998 — 2002
BA / BS, Maj: Finance / Philosophy Min: Genetics / Organic Chemistry
Indivisible June 2014 - Present
Root Capital April 2012 - June 2014
City of Newark May 2010 - September 2010
Sphere Energy July 2006 - August 2009
American Capital September 2004 - June 2006
Jefferies & Company July 2002 - September 2004
Skills
Social Entrepreneurship, Entrepreneurship, Strategy, Business Strategy, International..., Nonprofits, Fundraising, Private Equity, Sustainability, Non-profits, Start-ups, Corporate Social..., Program Management, Community Outreach, Economic Development, Government, Management Consulting, Social Enterprise, Policy, International Relations, Social Capital, Philanthropy, Community Development, Capacity Building, Social Networking, Coalitions, Finance, Management, Strategic Planning, Financial Analysis, Financial Reporting, Corporate Finance, Credit, Investments, Fixed Income
Education
Harvard University 2009 — 2011
Kennedy School of Government: MPP
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Innovation Teams
Boston College 1998 — 2002
BA / BS, Maj: Finance / Philosophy Min: Genetics / Organic Chemistry
Michael Tsafas Michael Tsafas's Jefferies & Company Experience June 2009 - October 2012
Job Sr. Architect, Consultant at Yablon Consulting
Industry Financial Services
Experience
Yablon Consulting October 2012 - Present
Jefferies & Company June 2009 - October 2012
Fidessa February 2008 - June 2009
Bear Stearns March 2007 - February 2008
NASDAQ April 2001 - March 2007
Instinet April 2000 - April 2001
Prudential Securities 1985 - 2000
American Banker/The Bond Buyer 1983 - 1985
SDPS November 1979 - March 1983
Binary Data Systems November 1976 - August 1979
Skills
Equities, Trading Systems, Electronic Trading, Capital Markets, Investments, Fixed Income, Bloomberg, Prime Brokerage, Equity Trading, Market Data, Equity Derivatives, Trading, Low Latency, Hedge Funds, Options, Investment Banking, Series 7, Financial Services, Risk Management, Derivatives, Series 24, Financial Markets, Fidessa, Series 63, Securities, Exchange Connectivity, High Frequency Trading, Proprietary Trading, Market Risk, Management, Business Analysis
Education
SUNY Empire State College
Strategic Application of Technology in Finance
Webb Institute 1975 — 1979
Naval Architecture
Yablon Consulting October 2012 - Present
Jefferies & Company June 2009 - October 2012
Fidessa February 2008 - June 2009
Bear Stearns March 2007 - February 2008
NASDAQ April 2001 - March 2007
Instinet April 2000 - April 2001
Prudential Securities 1985 - 2000
American Banker/The Bond Buyer 1983 - 1985
SDPS November 1979 - March 1983
Binary Data Systems November 1976 - August 1979
Skills
Equities, Trading Systems, Electronic Trading, Capital Markets, Investments, Fixed Income, Bloomberg, Prime Brokerage, Equity Trading, Market Data, Equity Derivatives, Trading, Low Latency, Hedge Funds, Options, Investment Banking, Series 7, Financial Services, Risk Management, Derivatives, Series 24, Financial Markets, Fidessa, Series 63, Securities, Exchange Connectivity, High Frequency Trading, Proprietary Trading, Market Risk, Management, Business Analysis
Education
SUNY Empire State College
Strategic Application of Technology in Finance
Webb Institute 1975 — 1979
Naval Architecture
Preston Hayes's Jefferies & Company Experience May 2010 - July 2010
Job Vice President at Ares Management
Industry Venture Capital & Private Equity
Experience
Ares Management July 2010 - Present
Jefferies & Company May 2010 - July 2010
Jefferies & Company June 2007 - May 2010
Ernst & Young June 2006 - September 2006
Education
Boston College 2003 — 2007
BS, Finance, Accounting & Economics
Ares Management July 2010 - Present
Jefferies & Company May 2010 - July 2010
Jefferies & Company June 2007 - May 2010
Ernst & Young June 2006 - September 2006
Education
Boston College 2003 — 2007
BS, Finance, Accounting & Economics
Bruce Garver Bruce Garver's Jefferies & Company Experience June 1997 - October 2005
Job
Industry Capital Markets
Experience
The Garver Group January 2005 - Present
Eternaone LLC August 2014 - October 2014
McNEILL GROUP September 2007 - June 2013
Simple Solutions Group January 2006 - January 2013
Jefferies & Company June 1997 - October 2005
Citibank 1990 - 1997
KDGE Radio 1987 - 1993
Drexel Burnham Lambert 1983 - 1990
Merrill Lynch 1975 - 1980
Skills
Lifestyle Coaching, Executive Coaching, Mergers, Private Equity, Bonds, Team Leadership, Referrals, Business Reference, Capital Markets, Teamwork, Alternative Investments, Entrepreneurship, Strategy, Executive Development, IPO, Management Consulting, Mergers & Acquisitions, Consulting, Hedge Funds, Strategic Planning, Corporate Development, Emerging Markets, Leadership Development, Start-ups, Venture Capital, Management, Leadership, Restructuring, Executive Management, Finance, Private Placements, Capital, Investor Relations
Education
Landmark 2006 — 2007
Transformational Behavior, Coaching
Adelphi University 1971 — 1974
MBA, Marketing, Finance
Fairleigh Dickinson University 1966 — 1970
BS, Marketing
The Garver Group January 2005 - Present
Eternaone LLC August 2014 - October 2014
McNEILL GROUP September 2007 - June 2013
Simple Solutions Group January 2006 - January 2013
Jefferies & Company June 1997 - October 2005
Citibank 1990 - 1997
KDGE Radio 1987 - 1993
Drexel Burnham Lambert 1983 - 1990
Merrill Lynch 1975 - 1980
Skills
Lifestyle Coaching, Executive Coaching, Mergers, Private Equity, Bonds, Team Leadership, Referrals, Business Reference, Capital Markets, Teamwork, Alternative Investments, Entrepreneurship, Strategy, Executive Development, IPO, Management Consulting, Mergers & Acquisitions, Consulting, Hedge Funds, Strategic Planning, Corporate Development, Emerging Markets, Leadership Development, Start-ups, Venture Capital, Management, Leadership, Restructuring, Executive Management, Finance, Private Placements, Capital, Investor Relations
Education
Landmark 2006 — 2007
Transformational Behavior, Coaching
Adelphi University 1971 — 1974
MBA, Marketing, Finance
Fairleigh Dickinson University 1966 — 1970
BS, Marketing
Daniel McHugh Daniel McHugh's Jefferies & Company Experience October 2010 - Present
Job VP at Jefferies & Company
Industry Computer Software
Experience
Jefferies & Company October 2010 - Present
Societe Generale June 2008 - September 2010
Lockheed Martin July 2001 - June 2008
Skills
SDLC, Fixed Income, Java, Derivatives, SQL, Sybase, Trading Systems, C++, Investment Banking, Electronic Trading, Unix, Bloomberg, Business Analysis, Equities, Financial Modeling, Risk Management
Education
Binghamton University 1997 — 2001
BS, CS
Binghamton University 1997 — 2001
Bachelor of Science (B.S.), Computer Science
Jefferies & Company October 2010 - Present
Societe Generale June 2008 - September 2010
Lockheed Martin July 2001 - June 2008
Skills
SDLC, Fixed Income, Java, Derivatives, SQL, Sybase, Trading Systems, C++, Investment Banking, Electronic Trading, Unix, Bloomberg, Business Analysis, Equities, Financial Modeling, Risk Management
Education
Binghamton University 1997 — 2001
BS, CS
Binghamton University 1997 — 2001
Bachelor of Science (B.S.), Computer Science
Venkata Guttikonda Venkata Guttikonda's Jefferies & Company Experience February 2013 - May 2013
Job Business Objects Architect at Tiffany & Company
Industry Information Technology and Services
Experience
Tiffany & Company April 2015 - Present
Bank of Tokyo-Mitsubishi UFJ June 2013 - March 2015
Jefferies & Company February 2013 - May 2013
Bracco Diagnostics March 2012 - February 2013
Lloyds Banking Group January 2009 - February 2012
Bank of Scotland January 2008 - December 2008
Brown Brothers Harriman November 2006 - December 2007
Citi April 2006 - October 2006
Pfizer April 2005 - March 2006
Skills
Business Objects, Data Warehousing, Business Intelligence, ETL, Data Modeling, Crystal Reports, Informatica, Oracle, Business Analysis, PL/SQL, Databases, Microsoft SQL Server, Data Integration, Data Migration, SQL, ERP, Master Data Management, Dashboard, Data Analysis, Teradata, Integration, Business Intelligence..., Requirements Analysis
Education
Andhra University
Master's Degree
Tiffany & Company April 2015 - Present
Bank of Tokyo-Mitsubishi UFJ June 2013 - March 2015
Jefferies & Company February 2013 - May 2013
Bracco Diagnostics March 2012 - February 2013
Lloyds Banking Group January 2009 - February 2012
Bank of Scotland January 2008 - December 2008
Brown Brothers Harriman November 2006 - December 2007
Citi April 2006 - October 2006
Pfizer April 2005 - March 2006
Skills
Business Objects, Data Warehousing, Business Intelligence, ETL, Data Modeling, Crystal Reports, Informatica, Oracle, Business Analysis, PL/SQL, Databases, Microsoft SQL Server, Data Integration, Data Migration, SQL, ERP, Master Data Management, Dashboard, Data Analysis, Teradata, Integration, Business Intelligence..., Requirements Analysis
Education
Andhra University
Master's Degree
Frank Colasuonno Frank Colasuonno's Jefferies & Company Experience November 2008 - April 2012
Job Analyst at Nomura
Industry Investment Banking
Experience
Nomura June 2012 - Present
Jefferies & Company November 2008 - April 2012
Bank of America May 2004 - November 2008
Neuberger Berman June 1999 - May 2004
Gruntal & Co July 1997 - June 1999
Skills
Series 7, Series 63, ADP, Gloss, Euroclear, DTC, Swift Alliance, Microsoft Office, Bloomberg Terminal, Security Operations, Fixed Income, IPM, Investments, Prime Brokerage, Securities Lending, Middle Office, Derivatives, Options, Bonds, Equities, Electronic Trading, Equity Derivatives, Back Office, Corporate Actions, Settlement, Mutual Funds, Investment Banking, Securities, Bloomberg, Currency
Education
Baruch College 1990 — 1995
Applied Economics
Xaverian 1986 — 1990
Nomura June 2012 - Present
Jefferies & Company November 2008 - April 2012
Bank of America May 2004 - November 2008
Neuberger Berman June 1999 - May 2004
Gruntal & Co July 1997 - June 1999
Skills
Series 7, Series 63, ADP, Gloss, Euroclear, DTC, Swift Alliance, Microsoft Office, Bloomberg Terminal, Security Operations, Fixed Income, IPM, Investments, Prime Brokerage, Securities Lending, Middle Office, Derivatives, Options, Bonds, Equities, Electronic Trading, Equity Derivatives, Back Office, Corporate Actions, Settlement, Mutual Funds, Investment Banking, Securities, Bloomberg, Currency
Education
Baruch College 1990 — 1995
Applied Economics
Xaverian 1986 — 1990
Jose Xavier's Jefferies & Company Experience June 2005 - May 2008
Job
Industry Oil & Energy
Experience
Frank's International N.V. August 2015 - Present
GE Energy Financial Services January 2015 - July 2015
GE Power & Water May 2012 - December 2014
GE Energy June 2010 - May 2012
GE Energy July 2008 - June 2010
Jefferies & Company June 2005 - May 2008
Intergen July 2000 - June 2003
Covanta Energy May 1997 - June 2000
Engineers India Limited June 1991 - June 1994
Skills
Project Finance, Energy, Financial Modeling, Due Diligence, Valuation, Business Strategy, Financial Analysis, Strategic Planning, Analysis, Strategy
Education
Columbia University - School of International and Public Affairs 2003 — 2005
International Affairs
Asian Institute of Management 1994 — 1996
MBA
GCE - Madras University 1987 — 1991
BE
Don Bosco 1973 — 1987
High School
Frank's International N.V. August 2015 - Present
GE Energy Financial Services January 2015 - July 2015
GE Power & Water May 2012 - December 2014
GE Energy June 2010 - May 2012
GE Energy July 2008 - June 2010
Jefferies & Company June 2005 - May 2008
Intergen July 2000 - June 2003
Covanta Energy May 1997 - June 2000
Engineers India Limited June 1991 - June 1994
Skills
Project Finance, Energy, Financial Modeling, Due Diligence, Valuation, Business Strategy, Financial Analysis, Strategic Planning, Analysis, Strategy
Education
Columbia University - School of International and Public Affairs 2003 — 2005
International Affairs
Asian Institute of Management 1994 — 1996
MBA
GCE - Madras University 1987 — 1991
BE
Don Bosco 1973 — 1987
High School
Rajeet Chatterjee's Jefferies & Company Experience 2010 - 2013
Job Vice President, BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2014 - Present
J.P. Morgan 2013 - 2014
Jefferies & Company 2010 - 2013
New York Angels 2009 - 2010
NYC Seed 2009 - 2010
BlueRun Ventures 2008 - 2008
UPEK 2005 - 2008
Arizona State University 2002 - 2005
American Express 2002 - 2002
Hughes Software Systems 2000 - 2001
Skills
Mergers, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Leveraged Finance, Mergers & Acquisitions, Investment Banking, Private Equity, Analytics, LBO, Corporate Development, IPO, Emerging Markets, Capital Markets, M&A experience, Equities, Due Diligence, Hedge Funds
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Arizona State University 2002 — 2004
M.S.
Thapar Institute of Engineering and Technology 1997 — 2001
B.E.
St Johns high school
Bank of America Merrill Lynch 2014 - Present
J.P. Morgan 2013 - 2014
Jefferies & Company 2010 - 2013
New York Angels 2009 - 2010
NYC Seed 2009 - 2010
BlueRun Ventures 2008 - 2008
UPEK 2005 - 2008
Arizona State University 2002 - 2005
American Express 2002 - 2002
Hughes Software Systems 2000 - 2001
Skills
Mergers, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Leveraged Finance, Mergers & Acquisitions, Investment Banking, Private Equity, Analytics, LBO, Corporate Development, IPO, Emerging Markets, Capital Markets, M&A experience, Equities, Due Diligence, Hedge Funds
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Arizona State University 2002 — 2004
M.S.
Thapar Institute of Engineering and Technology 1997 — 2001
B.E.
St Johns high school
John J. Kim's Jefferies & Company Experience June 2009 - August 2009
Job Technology Investment Banker at Barclays
Industry Financial Services
Experience
Barclays Investment Bank October 2014 - Present
Deutsche Bank Securities July 2010 - September 2014
Jefferies & Company June 2009 - August 2009
PricewaterhouseCoopers May 2006 - August 2008
EquaTerra, Inc. March 2005 - March 2006
Vantage Partners February 2002 - February 2005
Capgemini June 2000 - January 2002
Skills
Investment Banking, Financial Modeling, Due Diligence, Strategy, Management Consulting, Valuation, Corporate Finance, Mergers & Acquisitions, Capital Markets, Financial Analysis, IPO, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management
Amherst College 1996 — 2000
BA, Political Science
Barclays Investment Bank October 2014 - Present
Deutsche Bank Securities July 2010 - September 2014
Jefferies & Company June 2009 - August 2009
PricewaterhouseCoopers May 2006 - August 2008
EquaTerra, Inc. March 2005 - March 2006
Vantage Partners February 2002 - February 2005
Capgemini June 2000 - January 2002
Skills
Investment Banking, Financial Modeling, Due Diligence, Strategy, Management Consulting, Valuation, Corporate Finance, Mergers & Acquisitions, Capital Markets, Financial Analysis, IPO, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management
Amherst College 1996 — 2000
BA, Political Science
Robert Verdier's Jefferies & Company Experience July 2009 - July 2015
Job
Industry Investment Banking
Experience
BMO Capital Markets September 2015 - Present
Jefferies & Company July 2009 - July 2015
UBS Investment Bank July 2002 - July 2009
Skills
Investment Banking, Valuation, Capital Markets, LBO, Special Situations, Private Equity
Education
Boston College 1998 — 2002
BS, Magna Cum Laude
BMO Capital Markets September 2015 - Present
Jefferies & Company July 2009 - July 2015
UBS Investment Bank July 2002 - July 2009
Skills
Investment Banking, Valuation, Capital Markets, LBO, Special Situations, Private Equity
Education
Boston College 1998 — 2002
BS, Magna Cum Laude
Matthew Slavin's Jefferies & Company Experience October 2009 - February 2011
Job Senior Developer at FXall
Industry Financial Services
Experience
FXall September 2011 - Present
Jefferies & Company October 2009 - February 2011
Tradeweb March 2008 - October 2009
Malbec Partners September 2007 - December 2007
Merrill Lynch October 2005 - June 2007
JP Morgan/Chase July 2005 - October 2005
Barclay's Capital, PLC. September 2004 - July 2005
Caxton Associates, L.L.C. August 2001 - September 2004
National Discount Brokers June 1999 - August 2001
Skills
Programming, Derivatives, C#, Java, C++, Visual Basic, Market Data, Commodity, Windows, SQL, Business Analysis, Agile Methodologies, SDLC, Financial Services, VBA, Trading Systems, Acting
Education
Baruch College 2013 — 2015
CIS
City University of New York-Hunter College 1998 — 1999
Computer Science
Baruch college 1995 — 1997
Business Administration and Management, General
FXall September 2011 - Present
Jefferies & Company October 2009 - February 2011
Tradeweb March 2008 - October 2009
Malbec Partners September 2007 - December 2007
Merrill Lynch October 2005 - June 2007
JP Morgan/Chase July 2005 - October 2005
Barclay's Capital, PLC. September 2004 - July 2005
Caxton Associates, L.L.C. August 2001 - September 2004
National Discount Brokers June 1999 - August 2001
Skills
Programming, Derivatives, C#, Java, C++, Visual Basic, Market Data, Commodity, Windows, SQL, Business Analysis, Agile Methodologies, SDLC, Financial Services, VBA, Trading Systems, Acting
Education
Baruch College 2013 — 2015
CIS
City University of New York-Hunter College 1998 — 1999
Computer Science
Baruch college 1995 — 1997
Business Administration and Management, General
Justin Stroud's Jefferies & Company Experience February 2010 - May 2011
Job Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch May 2011 - Present
Jefferies & Company February 2010 - May 2011
Maxim Group September 2009 - February 2010
Kaufman Bros. December 2008 - September 2009
Education
Babson College 2004 — 2008
Bachelor of Science in Business Management
The Bolles School 2000 — 2004
Bank of America Merrill Lynch May 2011 - Present
Jefferies & Company February 2010 - May 2011
Maxim Group September 2009 - February 2010
Kaufman Bros. December 2008 - September 2009
Education
Babson College 2004 — 2008
Bachelor of Science in Business Management
The Bolles School 2000 — 2004
Fawn Lipton, MBA, PMP, SSGB's Jefferies & Company Experience 2009 - 2012
Job Vice President/Program Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2012 - Present
PMI NYC Chapter 2007 - Present
Jefferies & Company 2009 - 2012
Credit Suisse 2007 - 2009
Anchor Loans 2006 - 2007
Deutsche Bank/Bankers Trust 1998 - 2006
Price Waterhouse February 1996 - July 1998
Moody's Investors Services 1992 - 1996
Skills
PMP, Process Improvement, Re-engineering, Investment Banking, PMO, Business Process..., Process Engineering, SDLC, Six Sigma, Project Portfolio..., Operational Excellence, Change Management, Business Process Design, Requirements Gathering, Program Management, Business Process, Capital Markets, Project Planning, Visio, Global Markets, Fixed Income, FX, Dodd-Frank, EMIR, Regulatory Reform, Equities, Project Management, IT Strategy, Vendor Management, Integration, Management, SharePoint, Leadership, Business Intelligence, Project Delivery, Business Analysis, CRM, Analysis, Outsourcing, Agile Methodologies, Enterprise Software, Software Documentation, Governance, Financial Services, Risk Management, Software Project..., Resource Management, Agile Project Management, Strategy, Consulting
Education
Baruch College, City University of New York (CUNY)
MBA, Management Information Systems
Bronx Science
HS, Math & Science
University of California, Berkeley
BA, English Literature
BNY Mellon 2012 - Present
PMI NYC Chapter 2007 - Present
Jefferies & Company 2009 - 2012
Credit Suisse 2007 - 2009
Anchor Loans 2006 - 2007
Deutsche Bank/Bankers Trust 1998 - 2006
Price Waterhouse February 1996 - July 1998
Moody's Investors Services 1992 - 1996
Skills
PMP, Process Improvement, Re-engineering, Investment Banking, PMO, Business Process..., Process Engineering, SDLC, Six Sigma, Project Portfolio..., Operational Excellence, Change Management, Business Process Design, Requirements Gathering, Program Management, Business Process, Capital Markets, Project Planning, Visio, Global Markets, Fixed Income, FX, Dodd-Frank, EMIR, Regulatory Reform, Equities, Project Management, IT Strategy, Vendor Management, Integration, Management, SharePoint, Leadership, Business Intelligence, Project Delivery, Business Analysis, CRM, Analysis, Outsourcing, Agile Methodologies, Enterprise Software, Software Documentation, Governance, Financial Services, Risk Management, Software Project..., Resource Management, Agile Project Management, Strategy, Consulting
Education
Baruch College, City University of New York (CUNY)
MBA, Management Information Systems
Bronx Science
HS, Math & Science
University of California, Berkeley
BA, English Literature
Akber Joy's Jefferies & Company Experience 2008 - 2011
Job Assistant Vice President at Jefferies
Industry Information Technology and Services
Experience
JPMorgan Chase March 2011 - Present
JPMorgan Chase March 2011 - July 2011
Jefferies & Company 2008 - 2011
Jefferies 2007 - 2009
Lava Trading 2004 - 2008
Lava Trading September 1999 - October 2006
Skills
Trading Systems, Equities, SDLC, Electronic Trading, Capital Markets, Business Analysis, Market Data, Quality Assurance, Exchange Connectivity, User Acceptance Testing, Management, Vendor Management, Equity Trading, Sybase, Derivatives, Trading, Fixed Income, Financial Markets
Education
Bangladesh University of Engineering and Technology 1984 — 1990
JPMorgan Chase March 2011 - Present
JPMorgan Chase March 2011 - July 2011
Jefferies & Company 2008 - 2011
Jefferies 2007 - 2009
Lava Trading 2004 - 2008
Lava Trading September 1999 - October 2006
Skills
Trading Systems, Equities, SDLC, Electronic Trading, Capital Markets, Business Analysis, Market Data, Quality Assurance, Exchange Connectivity, User Acceptance Testing, Management, Vendor Management, Equity Trading, Sybase, Derivatives, Trading, Fixed Income, Financial Markets
Education
Bangladesh University of Engineering and Technology 1984 — 1990
Richard Hatoum's Jefferies & Company Experience June 2011 - August 2012
Job Branch Support Manager
Industry Financial Services
Experience
Jefferies September 2012 - Present
Jefferies & Company June 2011 - August 2012
Prudential 1997 - 2011
Skills
Trading Systems, SDLC, Business Analysis, Disaster Recovery, IT Management, SQL, Vendor Management, Troubleshooting, Risk Management, Data Center, Visio, IT Service Management, Electronic Trading, Market Data, Derivatives, Fixed Income, Equities
Education
City University of New York-Baruch College
BA, Computer Information Systems
Jefferies September 2012 - Present
Jefferies & Company June 2011 - August 2012
Prudential 1997 - 2011
Skills
Trading Systems, SDLC, Business Analysis, Disaster Recovery, IT Management, SQL, Vendor Management, Troubleshooting, Risk Management, Data Center, Visio, IT Service Management, Electronic Trading, Market Data, Derivatives, Fixed Income, Equities
Education
City University of New York-Baruch College
BA, Computer Information Systems
David Allyn's Jefferies & Company Experience 2001 - 2005
Job Director Sales at Knight Trading
Industry Financial Services
Experience
Knight Trading August 2012 - Present
Knight Capital Group 2005 - Present
Jefferies & Company 2001 - 2005
Boston Stock Exchange 1997 - 2000
Skills
Electronic Trading, ETFs, Equity Trading, Equities, Financial Services, Options, Financial Markets, Securities, Series 7, Prime Brokerage, Trading Systems, Trading, Bloomberg, Hedge Funds, Series 63, Capital Markets
Education
Babson College 1993 — 1997
bs
Knight Trading August 2012 - Present
Knight Capital Group 2005 - Present
Jefferies & Company 2001 - 2005
Boston Stock Exchange 1997 - 2000
Skills
Electronic Trading, ETFs, Equity Trading, Equities, Financial Services, Options, Financial Markets, Securities, Series 7, Prime Brokerage, Trading Systems, Trading, Bloomberg, Hedge Funds, Series 63, Capital Markets
Education
Babson College 1993 — 1997
bs
Will Smith, CFA's Jefferies & Company Experience November 2009 - June 2013
Job Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC May 2015 - Present
Goldman Sachs June 2013 - May 2015
Jefferies & Company November 2009 - June 2013
Zoot GU Triathlon Team January 2007 - December 2009
LNG Capital October 2008 - July 2009
Capital Group 2008 - 2008
Edward Jones October 2002 - April 2007
Skills
Investments, Equity Research, Valuation, Financial Modeling, Equities, Analysis, Finance
Education
CFA Institute 2009 — 2011
CFA
London Business School 2007 — 2009
MBA, Finance
Vanderbilt University 1998 — 2002
Bachelor of Engineering, Structural Engineering
Australian Graduate School of Management
Sterling Capital Management LLC May 2015 - Present
Goldman Sachs June 2013 - May 2015
Jefferies & Company November 2009 - June 2013
Zoot GU Triathlon Team January 2007 - December 2009
LNG Capital October 2008 - July 2009
Capital Group 2008 - 2008
Edward Jones October 2002 - April 2007
Skills
Investments, Equity Research, Valuation, Financial Modeling, Equities, Analysis, Finance
Education
CFA Institute 2009 — 2011
CFA
London Business School 2007 — 2009
MBA, Finance
Vanderbilt University 1998 — 2002
Bachelor of Engineering, Structural Engineering
Australian Graduate School of Management
Nathaniel (Natti) Ginor's Jefferies & Company Experience November 2011 - Present
Job Institutional Equity Sales
Industry Financial Services
Experience
Jefferies & Company November 2011 - Present
Nomura Securities April 2009 - September 2011
Banc of America Securities 2005 - February 2009
Bank of America Securities May 2005 - 2009
Prudential Securities October 2003 - March 2005
Skills
Equities, Capital Markets, Hedge Funds, Bloomberg, Fixed Income, Series 7, Investments, Investment Banking, Equity Research, Valuation, Portfolio Management, Financial Modeling, Trading, Asset Management, Alternative Investments, Series 63, Securities, Derivatives, Financial Analysis, Options
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1997 — 2000
J.D.
University of Wisconsin-Madison 1993 — 1997
BA, Behavioral Science & Law
Jefferies & Company November 2011 - Present
Nomura Securities April 2009 - September 2011
Banc of America Securities 2005 - February 2009
Bank of America Securities May 2005 - 2009
Prudential Securities October 2003 - March 2005
Skills
Equities, Capital Markets, Hedge Funds, Bloomberg, Fixed Income, Series 7, Investments, Investment Banking, Equity Research, Valuation, Portfolio Management, Financial Modeling, Trading, Asset Management, Alternative Investments, Series 63, Securities, Derivatives, Financial Analysis, Options
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1997 — 2000
J.D.
University of Wisconsin-Madison 1993 — 1997
BA, Behavioral Science & Law
Holger Noreke's Jefferies & Company Experience October 2010 - Present
Job Practice Director and PeopleSoft Consultant
Industry Information Technology and Services
Experience
Jefferies & Company October 2010 - Present
Noretec Consulting Group February 2001 - Present
TripAdvisor July 2009 - October 2010
Lahey Clinic May 2008 - May 2009
Newbury Consulting 2008 - 2008
Omgeo March 2006 - November 2007
Thomson Financial 2000 - 2005
Boston College 2003 - 2003
Clean Harbors April 2002 - August 2002
Childrens Hospital 2002 - 2002
Education
Boston College 1990 — 1993
BS, Marketing, Finance
American Community School 1987 — 1989
Jefferies & Company October 2010 - Present
Noretec Consulting Group February 2001 - Present
TripAdvisor July 2009 - October 2010
Lahey Clinic May 2008 - May 2009
Newbury Consulting 2008 - 2008
Omgeo March 2006 - November 2007
Thomson Financial 2000 - 2005
Boston College 2003 - 2003
Clean Harbors April 2002 - August 2002
Childrens Hospital 2002 - 2002
Education
Boston College 1990 — 1993
BS, Marketing, Finance
American Community School 1987 — 1989
Syed Adil's Jefferies & Company Experience November 2010 - October 2011
Job IT Business Analyst at Financial Solutions Consulting
Industry Information Technology and Services
Experience
IT Consultant Freelance March 2012 - Present
The Depository Trust & Clearing Corporation, Enterprise Data and Risk Group February 2014 - August 2014
Genpact Headstrong Capital Markets August 2013 - January 2014
BNP Paribas April 2012 - August 2013
Morgan Stanley January 2012 - April 2012
Headstrong April 1999 - March 2012
Jefferies & Company November 2010 - October 2011
Credit Suisse First Boston September 2009 - November 2010
Lehman Brothers May 2007 - August 2009
Banc of America Securities March 2006 - April 2007
Skills
Reference Data, Data Feeds, Data Aggregation, Data Transformation, Data Extraction, Investment Banking, Requirements Analysis, Capital Markets, Fixed Income, Equities, Data Warehousing, Data Modeling, Informatica, ETL, Business Analysis, SDLC, Requirements Gathering, Enterprise Architecture, Unix Shell Scripting, Unix, Oracle SQL, AML, KYC, Client Onboarding, Perl, Sybase, SQL, Enterprise Software, Integration, Solution Architecture, Software Project..., Project Delivery, IT Strategy, Business Process Design, Strategy, SOA, Business Intelligence, DB2, Oracle, Software Documentation, Data Migration, Onboarding
Education
Internation School of Computer and Technology 1991 — 1993
Post Graduate Diploma in Computer Applications, Management Information Systems, General
Aligarh Muslim University 1987 — 1991
Bsc.. Engg.., Electrical Engineering
IT Consultant Freelance March 2012 - Present
The Depository Trust & Clearing Corporation, Enterprise Data and Risk Group February 2014 - August 2014
Genpact Headstrong Capital Markets August 2013 - January 2014
BNP Paribas April 2012 - August 2013
Morgan Stanley January 2012 - April 2012
Headstrong April 1999 - March 2012
Jefferies & Company November 2010 - October 2011
Credit Suisse First Boston September 2009 - November 2010
Lehman Brothers May 2007 - August 2009
Banc of America Securities March 2006 - April 2007
Skills
Reference Data, Data Feeds, Data Aggregation, Data Transformation, Data Extraction, Investment Banking, Requirements Analysis, Capital Markets, Fixed Income, Equities, Data Warehousing, Data Modeling, Informatica, ETL, Business Analysis, SDLC, Requirements Gathering, Enterprise Architecture, Unix Shell Scripting, Unix, Oracle SQL, AML, KYC, Client Onboarding, Perl, Sybase, SQL, Enterprise Software, Integration, Solution Architecture, Software Project..., Project Delivery, IT Strategy, Business Process Design, Strategy, SOA, Business Intelligence, DB2, Oracle, Software Documentation, Data Migration, Onboarding
Education
Internation School of Computer and Technology 1991 — 1993
Post Graduate Diploma in Computer Applications, Management Information Systems, General
Aligarh Muslim University 1987 — 1991
Bsc.. Engg.., Electrical Engineering
Andrew Karnovsky's Jefferies & Company Experience May 2004 - September 2014
Job Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets September 2014 - Present
Jefferies & Company May 2004 - September 2014
Pitney Hardin LLP September 2002 - April 2004
Skills
Valuation, Capital Markets, Private Equity, Private Placements, Investment Banking, Mergers & Acquisitions, Equities, Mergers, Due Diligence
Education
Emory University 1995 — 1999
BA, Political Science, Economics
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
JD, Law
Tenafly High School 1991 — 1995
RBC Capital Markets September 2014 - Present
Jefferies & Company May 2004 - September 2014
Pitney Hardin LLP September 2002 - April 2004
Skills
Valuation, Capital Markets, Private Equity, Private Placements, Investment Banking, Mergers & Acquisitions, Equities, Mergers, Due Diligence
Education
Emory University 1995 — 1999
BA, Political Science, Economics
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
JD, Law
Tenafly High School 1991 — 1995
Olivia Lauezzari's Jefferies & Company Experience November 2011 - March 2014
Job GMI SME Consultant at DB
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Looking for my Next Posisiton as GMI SME April 2014 - July 2014
Jefferies & Company November 2011 - March 2014
Citi November 2006 - November 2011
barclays 2002 - 2006
Capco July 1999 - December 2000
Credit Suisse First Boston August 1997 - July 1999
Baumann & Associates September 1995 - July 1999
Skills
Capital Markets, Options, Equities, Trading Systems, Trading, Fixed Income, Derivatives, Securities, Back Office, Financial Services, Business Analysis, Middle Office, Commodity, Hedge Funds, Equity Derivatives, Investment Banking, Electronic Trading
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance/International Business
University of Illinois at Urbana-Champaign 1978 — 1980
BS, Animal Science
Benedictine University 1977 — 1978
Biology
University of Tennessee-Knoxville 1976 — 1977
Animal Science
Deutsche Bank July 2014 - Present
Looking for my Next Posisiton as GMI SME April 2014 - July 2014
Jefferies & Company November 2011 - March 2014
Citi November 2006 - November 2011
barclays 2002 - 2006
Capco July 1999 - December 2000
Credit Suisse First Boston August 1997 - July 1999
Baumann & Associates September 1995 - July 1999
Skills
Capital Markets, Options, Equities, Trading Systems, Trading, Fixed Income, Derivatives, Securities, Back Office, Financial Services, Business Analysis, Middle Office, Commodity, Hedge Funds, Equity Derivatives, Investment Banking, Electronic Trading
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance/International Business
University of Illinois at Urbana-Champaign 1978 — 1980
BS, Animal Science
Benedictine University 1977 — 1978
Biology
University of Tennessee-Knoxville 1976 — 1977
Animal Science
Tom Egan's Jefferies & Company Experience April 2010 - Present
Job Vice President at Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company April 2010 - Present
Getty Images June 2007 - April 2010
Banc of America Securities April 2005 - April 2007
Skills
Equities, Investments, Fixed Income, Capital Markets, Bloomberg, Hedge Funds, Series 7, Portfolio Management, Asset Management
Education
Boston College 1999 — 2003
Bachelor's Degree, Communication and Media Studies
Canterbury 1996 — 1999
Jefferies & Company April 2010 - Present
Getty Images June 2007 - April 2010
Banc of America Securities April 2005 - April 2007
Skills
Equities, Investments, Fixed Income, Capital Markets, Bloomberg, Hedge Funds, Series 7, Portfolio Management, Asset Management
Education
Boston College 1999 — 2003
Bachelor's Degree, Communication and Media Studies
Canterbury 1996 — 1999
Sandi Dubin's Jefferies & Company Experience November 2010 - April 2011
Job Associate General Counsel & Director of Labor Relations at New York University
Industry Higher Education
Experience
New York University May 2011 - Present
Jefferies & Company November 2010 - April 2011
Paul, Hastings, Janofsky & Walker LLP June 2004 - November 2010
Herrick, Feinstein LLP September 2000 - June 2004
Skills
Litigation, Employment Law, Arbitration, Legal Research, Civil Litigation, Mediation, Legal Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1997 — 2000
J.D.
University of Pennsylvania 1993 — 1997
BA, International Relations
Horace Mann School 1980 — 1993
New York University May 2011 - Present
Jefferies & Company November 2010 - April 2011
Paul, Hastings, Janofsky & Walker LLP June 2004 - November 2010
Herrick, Feinstein LLP September 2000 - June 2004
Skills
Litigation, Employment Law, Arbitration, Legal Research, Civil Litigation, Mediation, Legal Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1997 — 2000
J.D.
University of Pennsylvania 1993 — 1997
BA, International Relations
Horace Mann School 1980 — 1993
Ray Carso's Jefferies & Company Experience February 2002 - Present
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company February 2002 - Present
Wachovia October 1999 - February 2002
ABN AMRO January 1999 - January 2000
Banc of America Securities September 1990 - January 1999
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance
Arizona State University 1982 — 1985
Bachelor of Science, Finance
Loyola University Chicago
Jefferies & Company February 2002 - Present
Wachovia October 1999 - February 2002
ABN AMRO January 1999 - January 2000
Banc of America Securities September 1990 - January 1999
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance
Arizona State University 1982 — 1985
Bachelor of Science, Finance
Loyola University Chicago
Sophia Byfield, CPA's Jefferies & Company Experience September 2008 - September 2011
Job Senior Manager at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley September 2011 - Present
Jefferies & Company September 2008 - September 2011
PricewaterhouseCoopers June 2005 - August 2008
Mitchell & Titus, LLP March 2004 - May 2005
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Accounting
Morgan Stanley September 2011 - Present
Jefferies & Company September 2008 - September 2011
PricewaterhouseCoopers June 2005 - August 2008
Mitchell & Titus, LLP March 2004 - May 2005
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Accounting
David Horin's Jefferies & Company Experience April 2003 - March 2008
Job Managing Partner, Chord Advisors
Industry Accounting
Experience
Chord Advisors, LLC July 2012 - Present
Array BioPharma February 2015 - September 2015
Rodman & Renshaw March 2008 - May 2012
Jefferies & Company April 2003 - March 2008
KPMG 1992 - 2003
Skills
Investment Banking, Securities, Corporate Finance, Financial Reporting, Capital Markets, IPO, Capital Raising, Financial Modeling, Valuation, Private Equity, Private Placements, Trading Systems
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Chord Advisors, LLC July 2012 - Present
Array BioPharma February 2015 - September 2015
Rodman & Renshaw March 2008 - May 2012
Jefferies & Company April 2003 - March 2008
KPMG 1992 - 2003
Skills
Investment Banking, Securities, Corporate Finance, Financial Reporting, Capital Markets, IPO, Capital Raising, Financial Modeling, Valuation, Private Equity, Private Placements, Trading Systems
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Adam Neale's Jefferies & Company Experience May 2002 - Present
Job Senior VP, Institutional Equity Sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company May 2002 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
Jefferies & Company May 2002 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
Chris Wehmeyer's Jefferies & Company Experience April 2006 - July 2011
Job Vice President at Citi
Industry Financial Services
Experience
Citi July 2011 - Present
Jefferies & Company April 2006 - July 2011
Banc of America Securities April 2000 - April 2006
Mars August 1999 - March 2000
Skills
Hedge Funds, Trading Systems, Equities, Prime Brokerage, Fixed Income, Electronic Trading, Investment Banking, Capital Markets, Market Data, Bloomberg, Back Office, Equity Derivatives, Equity Trading, Securities, Securities Lending, FX Options, Middle Office, Corporate Actions, Portfolio Management
Education
Montclair State University 1994 — 1995
Anthem Institute-Parsippany 1998 — 1999
Computer Programming
Citi July 2011 - Present
Jefferies & Company April 2006 - July 2011
Banc of America Securities April 2000 - April 2006
Mars August 1999 - March 2000
Skills
Hedge Funds, Trading Systems, Equities, Prime Brokerage, Fixed Income, Electronic Trading, Investment Banking, Capital Markets, Market Data, Bloomberg, Back Office, Equity Derivatives, Equity Trading, Securities, Securities Lending, FX Options, Middle Office, Corporate Actions, Portfolio Management
Education
Montclair State University 1994 — 1995
Anthem Institute-Parsippany 1998 — 1999
Computer Programming
Owen Mao's Jefferies & Company Experience 2006 - 2007
Job at Gartner Consulting
Industry Management Consulting
Experience
Gartner Consulting 2011 - Present
University of Connecticut August 2009 - May 2011
Hamilton Sundstrand May 2010 - December 2010
NYSE Euronext January 2009 - June 2009
American Stock Exchange August 2007 - January 2009
Jefferies & Company 2006 - 2007
Merrill Lynch August 2003 - October 2006
Skills
Business Analysis, Competitive Analysis, Strategy, Financial Analysis, Financial Modeling, Business Planning, Large-Scale Budget &..., Operational Cost..., Investments, Strategic Financial..., Financial Reporting, Valuation, Risk Management, Corporate Finance
Education
The University of Connecticut School of Business 2009 — 2011
MBA in Finance
New York University 2006 — 2008
Non-Degree Program, Accounting and Business/Management
State University of New York at Binghamton 1998 — 2002
Economics
Gartner Consulting 2011 - Present
University of Connecticut August 2009 - May 2011
Hamilton Sundstrand May 2010 - December 2010
NYSE Euronext January 2009 - June 2009
American Stock Exchange August 2007 - January 2009
Jefferies & Company 2006 - 2007
Merrill Lynch August 2003 - October 2006
Skills
Business Analysis, Competitive Analysis, Strategy, Financial Analysis, Financial Modeling, Business Planning, Large-Scale Budget &..., Operational Cost..., Investments, Strategic Financial..., Financial Reporting, Valuation, Risk Management, Corporate Finance
Education
The University of Connecticut School of Business 2009 — 2011
MBA in Finance
New York University 2006 — 2008
Non-Degree Program, Accounting and Business/Management
State University of New York at Binghamton 1998 — 2002
Economics
Matt Paley, PMP's Jefferies & Company Experience July 2007 - July 2012
Job Product Manager, Vice President at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Knowledgent July 2012 - September 2014
Jefferies & Company July 2007 - July 2012
UMT April 2006 - June 2007
E1 Asset Management, Inc. November 2004 - January 2006
Skills
SDLC, PMO, Business Analysis, Project Management, Portfolio Management, Vendor Management, Program Management, Project Portfolio..., Requirements Analysis, Process Improvement, MS Project, PMP, IT Strategy, Management, Business Process..., Strategy
Education
Teachers College of Columbia University 2007 — 2008
Certificate in Project Management, Project Management
Baruch College, City University of New York (CUNY) 2005 — 2007
Masters, Business Computer Information Systems
The George Washington University 2000 — 2004
BBA, Finance, Management Information Systems
Citi September 2014 - Present
Knowledgent July 2012 - September 2014
Jefferies & Company July 2007 - July 2012
UMT April 2006 - June 2007
E1 Asset Management, Inc. November 2004 - January 2006
Skills
SDLC, PMO, Business Analysis, Project Management, Portfolio Management, Vendor Management, Program Management, Project Portfolio..., Requirements Analysis, Process Improvement, MS Project, PMP, IT Strategy, Management, Business Process..., Strategy
Education
Teachers College of Columbia University 2007 — 2008
Certificate in Project Management, Project Management
Baruch College, City University of New York (CUNY) 2005 — 2007
Masters, Business Computer Information Systems
The George Washington University 2000 — 2004
BBA, Finance, Management Information Systems
Hyung C. Kim's Jefferies & Company Experience February 2010 - January 2011
Job Experienced Financial Professional
Industry Financial Services
Experience
Open Door Trading, LLC March 2015 - Present
Federal Home Loan Bank of San Francisco May 2012 - October 2014
BTG Pactual January 2012 - May 2012
Spinnaker Capital February 2011 - December 2011
Jefferies & Company February 2010 - January 2011
Federal Home Loan Bank (Cincinnati) August 2009 - February 2010
o3 2009 - 2010
Northern Trust March 2008 - June 2009
Kookmin Bank November 2007 - March 2008
Bear Stearns Asset Management November 2006 - November 2007
Skills
Customer Relations, Requirements Analysis, Back Office, Business Requirements, Documentation, User Acceptance Testing, Credit, Business Analysis, Derivatives, Trading, Capital Markets, Interest Rate..., Middle Office, Calypso, Customer Service, Fixed Income, Equities, Equity Derivatives, Risk Management, Trading Systems, Software Documentation, Credit Derivatives
Education
Stanford University 2001 — 2002
•Executive Management & Development
New York University 1996 — 1998
Risk Management Certification
Baruch College, City University of New York (CUNY) 1982 — 1986
Open Door Trading, LLC March 2015 - Present
Federal Home Loan Bank of San Francisco May 2012 - October 2014
BTG Pactual January 2012 - May 2012
Spinnaker Capital February 2011 - December 2011
Jefferies & Company February 2010 - January 2011
Federal Home Loan Bank (Cincinnati) August 2009 - February 2010
o3 2009 - 2010
Northern Trust March 2008 - June 2009
Kookmin Bank November 2007 - March 2008
Bear Stearns Asset Management November 2006 - November 2007
Skills
Customer Relations, Requirements Analysis, Back Office, Business Requirements, Documentation, User Acceptance Testing, Credit, Business Analysis, Derivatives, Trading, Capital Markets, Interest Rate..., Middle Office, Calypso, Customer Service, Fixed Income, Equities, Equity Derivatives, Risk Management, Trading Systems, Software Documentation, Credit Derivatives
Education
Stanford University 2001 — 2002
•Executive Management & Development
New York University 1996 — 1998
Risk Management Certification
Baruch College, City University of New York (CUNY) 1982 — 1986
Christopher O'Young's Jefferies & Company Experience July 2006 - July 2009
Job Founder at NexttoHer
Industry Internet
Experience
Gilt Candles September 2013 - Present
Black Lapel Custom Clothiers January 2010 - September 2012
Jefferies & Company July 2006 - July 2009
Citigroup December 2004 - May 2006
Smith Barney May 2003 - December 2004
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Equities, Capital Markets
Education
Peking University 2009 — 2010
Chinese (汉语)
Babson College
Bachelor's of Science, Finance
Saint George's
Gilt Candles September 2013 - Present
Black Lapel Custom Clothiers January 2010 - September 2012
Jefferies & Company July 2006 - July 2009
Citigroup December 2004 - May 2006
Smith Barney May 2003 - December 2004
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Equities, Capital Markets
Education
Peking University 2009 — 2010
Chinese (汉语)
Babson College
Bachelor's of Science, Finance
Saint George's
Adolfo Cheong's Jefferies & Company Experience June 2011 - June 2014
Job Vice President of Emernging Market Debt desk at HSBC
Industry Investment Banking
Experience
HSBC Global Asset Management June 2014 - Present
Jefferies & Company June 2011 - June 2014
JPMorgan Chase September 2008 - June 2011
J.P. Morgan September 2008 - June 2011
KBC Bank 2008 - 2008
City University of New York March 2003 - April 2007
Skills
Financial Risk, Fixed Income, Market Risk, Country Risk, Emerging Markets, FX Options, Investment Banking, Valuation, Trading, Risk Management, Credit, VAR, Finance, Structured Finance, Derivatives, Capital Markets, Financial Modeling, Bloomberg, Equities
Education
Baruch College, City University of New York (CUNY)
MS, Financial Engineering
CITY COLLEGE OF NEW YORK
MS, Computer Science
CITY COLLEGE OF NEW YORK
BS, Computer Science
HSBC Global Asset Management June 2014 - Present
Jefferies & Company June 2011 - June 2014
JPMorgan Chase September 2008 - June 2011
J.P. Morgan September 2008 - June 2011
KBC Bank 2008 - 2008
City University of New York March 2003 - April 2007
Skills
Financial Risk, Fixed Income, Market Risk, Country Risk, Emerging Markets, FX Options, Investment Banking, Valuation, Trading, Risk Management, Credit, VAR, Finance, Structured Finance, Derivatives, Capital Markets, Financial Modeling, Bloomberg, Equities
Education
Baruch College, City University of New York (CUNY)
MS, Financial Engineering
CITY COLLEGE OF NEW YORK
MS, Computer Science
CITY COLLEGE OF NEW YORK
BS, Computer Science
Timothy B. Fitzgerald's Jefferies & Company Experience June 2000 - May 2010
Job Institutional Investor Relations at Kopernik Global Investors
Industry Investment Management
Experience
Kopernik Global Investors July 2013 - Present
Imperial Capital Bank March 2012 - April 2013
Hudson Securities January 2011 - March 2012
Jefferies & Company June 2000 - May 2010
Stephens Inc. June 1997 - June 2000
Skills
Investment Banking, Equities, Capital Markets, Advertising, Public Relations, Team Leadership, Bloomberg, Valuation, Equity Trading, Equity Research, Hedge Funds
Education
Emerson College 1989 — 1990
Master of Arts (M.A.)
Alfred University 1984 — 1988
Bachelor of Arts (B.A.)
Kopernik Global Investors July 2013 - Present
Imperial Capital Bank March 2012 - April 2013
Hudson Securities January 2011 - March 2012
Jefferies & Company June 2000 - May 2010
Stephens Inc. June 1997 - June 2000
Skills
Investment Banking, Equities, Capital Markets, Advertising, Public Relations, Team Leadership, Bloomberg, Valuation, Equity Trading, Equity Research, Hedge Funds
Education
Emerson College 1989 — 1990
Master of Arts (M.A.)
Alfred University 1984 — 1988
Bachelor of Arts (B.A.)
Stan Medvedev's Jefferies & Company Experience September 2009 - August 2010
Job DoddFrank Compliance BA/PM
Industry Financial Services
Experience
Tullett Prebon April 2012 - April 2013
New York University September 2011 - April 2012
Associated Products Company August 2010 - August 2011
Jefferies & Company September 2009 - August 2010
Morgan Stanley October 2008 - May 2009
Bank of America May 2007 - May 2008
UBS Investment Bank June 2006 - May 2007
Skills
Business Analysis, Fixed Income, Equities, Investment Banking, Financial Risk, Hedge Funds, Project Management, Trading, AML, PMO, Operational Risk, Program Management, Banking, Prime Brokerage, PMP
Education
City University of New York-Baruch College
Bachelor's degree, Finance
University of Oxford
Tullett Prebon April 2012 - April 2013
New York University September 2011 - April 2012
Associated Products Company August 2010 - August 2011
Jefferies & Company September 2009 - August 2010
Morgan Stanley October 2008 - May 2009
Bank of America May 2007 - May 2008
UBS Investment Bank June 2006 - May 2007
Skills
Business Analysis, Fixed Income, Equities, Investment Banking, Financial Risk, Hedge Funds, Project Management, Trading, AML, PMO, Operational Risk, Program Management, Banking, Prime Brokerage, PMP
Education
City University of New York-Baruch College
Bachelor's degree, Finance
University of Oxford
Scott Mushkin's Jefferies & Company Experience June 2008 - May 2013
Job managing director at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC May 2013 - Present
Jefferies & Company June 2008 - May 2013
Banc of America Securities 2005 - 2007
Lehman Brothers 2001 - 2004
Education
The University of Chicago - Booth School of Business 1999 — 2001
mba, finance, economics, strategy
Boston College 1987 — 1991
ba, history
Wolfe Research, LLC May 2013 - Present
Jefferies & Company June 2008 - May 2013
Banc of America Securities 2005 - 2007
Lehman Brothers 2001 - 2004
Education
The University of Chicago - Booth School of Business 1999 — 2001
mba, finance, economics, strategy
Boston College 1987 — 1991
ba, history
Chris Burke's Jefferies & Company Experience May 2006 - August 2006
Job Account Executive at Google
Industry Marketing and Advertising
Experience
Google June 2015 - Present
Google March 2014 - Present
Google June 2013 - August 2013
L.E.K. Consulting September 2007 - June 2012
Jefferies & Company May 2006 - August 2006
Skills
Financial Modeling, Due Diligence, Management Consulting, Valuation, Strategic Consulting, Business Strategy, Strategy, Financial Analysis, Competitive Analysis, Entrepreneurship, Market Research, Market Entry, Analysis, Market Analysis, Corporate Finance, Venture Capital
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Strategy and General Management
Boston College 2003 — 2007
BS, Business Management (Concentrations in Finance and Accounting)
University of Detroit Jesuit High School 1999 — 2003
Google June 2015 - Present
Google March 2014 - Present
Google June 2013 - August 2013
L.E.K. Consulting September 2007 - June 2012
Jefferies & Company May 2006 - August 2006
Skills
Financial Modeling, Due Diligence, Management Consulting, Valuation, Strategic Consulting, Business Strategy, Strategy, Financial Analysis, Competitive Analysis, Entrepreneurship, Market Research, Market Entry, Analysis, Market Analysis, Corporate Finance, Venture Capital
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Strategy and General Management
Boston College 2003 — 2007
BS, Business Management (Concentrations in Finance and Accounting)
University of Detroit Jesuit High School 1999 — 2003
Vincent Lupo's Jefferies & Company Experience February 2004 - May 2011
Job Managing Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC December 2012 - Present
Independent Financial Services Professional July 2012 - December 2012
Jefferies & Company February 2004 - May 2011
Neuberger Berman April 2000 - February 2004
National Financial July 1996 - January 1999
Morgan Stanley February 1986 - June 1996
Skills
Alternative Investments, Asset Management, Back Office, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FINRA, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Operational Risk, Options, Portfolio Management, Prime Brokerage, Private Equity, Securities, Risk Management, Series 24, Series 63, Settlement, Series 7, Trading, Structured Products, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
BBA, Finance
Industrial and Commercial Bank of China (ICBC) Financial Services LLC December 2012 - Present
Independent Financial Services Professional July 2012 - December 2012
Jefferies & Company February 2004 - May 2011
Neuberger Berman April 2000 - February 2004
National Financial July 1996 - January 1999
Morgan Stanley February 1986 - June 1996
Skills
Alternative Investments, Asset Management, Back Office, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FINRA, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Operational Risk, Options, Portfolio Management, Prime Brokerage, Private Equity, Securities, Risk Management, Series 24, Series 63, Settlement, Series 7, Trading, Structured Products, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
BBA, Finance
Vishvani Tyagi's Jefferies & Company Experience November 2010 - February 2011
Job Java Tech lead at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
Headstrong Services, LLC February 2010 - Present
Jefferies & Company November 2010 - February 2011
JPMorgan Chase November 2009 - October 2010
Barco Electronic Systems Pvt Ltd January 2004 - November 2008
Skills
Oracle ADF, Front-end Development, Java software..., Web Services, Core Java, Backend, UML, JUnit, EJB, Weblogic, JBoss, Oracle
Education
Banasthali Vidyapith 2001 — 2004
MCA, Computer Science
University of Delhi
B Sc. Hons, Chemistry
Morgan Stanley Smith Barney March 2011 - Present
Headstrong Services, LLC February 2010 - Present
Jefferies & Company November 2010 - February 2011
JPMorgan Chase November 2009 - October 2010
Barco Electronic Systems Pvt Ltd January 2004 - November 2008
Skills
Oracle ADF, Front-end Development, Java software..., Web Services, Core Java, Backend, UML, JUnit, EJB, Weblogic, JBoss, Oracle
Education
Banasthali Vidyapith 2001 — 2004
MCA, Computer Science
University of Delhi
B Sc. Hons, Chemistry
Elizabeth Peaslee's Jefferies & Company Experience July 2002 - Present
Job Jefferies & Co, Inc
Industry Investment Banking
Experience
Jefferies & Company July 2002 - Present
Robertson Stephens 1999 - 2002
Oppenheimer & Co. Inc. July 1995 - March 1999
Education
Bates College
Bachelor's degree, Economics
Jefferies & Company July 2002 - Present
Robertson Stephens 1999 - 2002
Oppenheimer & Co. Inc. July 1995 - March 1999
Education
Bates College
Bachelor's degree, Economics
Ray Carso's Jefferies & Company Experience February 2003 - March 2012
Job Director at Keybanc Capital Markets
Industry Financial Services
Experience
Keybanc Capital Markets May 2012 - Present
Jefferies & Company February 2003 - March 2012
Wachovia Securities February 2001 - February 2003
ABN AMRO Bank N.V. April 1999 - February 2001
Bank of America April 1990 - April 1999
BMO Harris Bank 1986 - 1990
Skills
Trading, Bonds, Investment Banking, Portfolio Management, Capital Markets, Series 7, Corporate Finance, High Yield, Hedge Funds, Fixed Income, Investments, Equities, Derivatives, Bloomberg, Alternative Investments, Equity Research, Finance, Financial Markets, Sales, Securities, Structured Products
Education
Northwestern University - Kellogg School of Management 1988 — 1990
mba, finance /international business
Arizona State University 1982 — 1985
Bachelor's degree, Finance, General
Keybanc Capital Markets May 2012 - Present
Jefferies & Company February 2003 - March 2012
Wachovia Securities February 2001 - February 2003
ABN AMRO Bank N.V. April 1999 - February 2001
Bank of America April 1990 - April 1999
BMO Harris Bank 1986 - 1990
Skills
Trading, Bonds, Investment Banking, Portfolio Management, Capital Markets, Series 7, Corporate Finance, High Yield, Hedge Funds, Fixed Income, Investments, Equities, Derivatives, Bloomberg, Alternative Investments, Equity Research, Finance, Financial Markets, Sales, Securities, Structured Products
Education
Northwestern University - Kellogg School of Management 1988 — 1990
mba, finance /international business
Arizona State University 1982 — 1985
Bachelor's degree, Finance, General
David Losito's Jefferies & Company Experience 1992 - 2010
Job Managing Director at Cappello Capital Corp.
Industry Banking
Experience
Cappello Capital Corp. 2011 - Present
Jefferies & Company 1992 - 2010
Drexel Burnham Lambert 1985 - 1990
Coopers & Lybrand 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, Real Estate
Boston College 1976 — 1980
BS, Accounting
Cappello Capital Corp. 2011 - Present
Jefferies & Company 1992 - 2010
Drexel Burnham Lambert 1985 - 1990
Coopers & Lybrand 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, Real Estate
Boston College 1976 — 1980
BS, Accounting
Roman Kowalewski's Jefferies & Company Experience January 1995 - April 1996
Job Executive Officer and Entrepreneur
Industry Management Consulting
Experience
Fidelity Marketing Group LLC March 2008 - Present
Direct Home Capital LLC June 2001 - March 2008
Aegis Mortgage April 1996 - May 2001
Jefferies & Company January 1995 - April 1996
Skills
Management Consulting, Executive Management, Financial Analysis, Start-ups, Strategic Partnerships, Entrepreneurship, Business Strategy, Marketing Strategy, Strategy Development, International Business, P&L Management, Venture Capital, Cross-functional Team..., Corporate Development, Market Research, Strategic Planning, Market Analysis, Product Development, Due Diligence, Investor Relations, Strategy, Business Planning, Management, Financial Modeling, Leadership
Education
Louisiana State University 1993 — 1995
MS, Civil Engineering & Environmental Studies
Tulane University - A.B. Freeman School of Business 1989 — 1991
MBA, Finance, Marketing, International Business
Budapest University of Technology and Economics 1985 — 1989
MS, Electrical Engineering
American University of Beirut 1983 — 1984
NA, Completed Freshman Year - Science
International College
Fidelity Marketing Group LLC March 2008 - Present
Direct Home Capital LLC June 2001 - March 2008
Aegis Mortgage April 1996 - May 2001
Jefferies & Company January 1995 - April 1996
Skills
Management Consulting, Executive Management, Financial Analysis, Start-ups, Strategic Partnerships, Entrepreneurship, Business Strategy, Marketing Strategy, Strategy Development, International Business, P&L Management, Venture Capital, Cross-functional Team..., Corporate Development, Market Research, Strategic Planning, Market Analysis, Product Development, Due Diligence, Investor Relations, Strategy, Business Planning, Management, Financial Modeling, Leadership
Education
Louisiana State University 1993 — 1995
MS, Civil Engineering & Environmental Studies
Tulane University - A.B. Freeman School of Business 1989 — 1991
MBA, Finance, Marketing, International Business
Budapest University of Technology and Economics 1985 — 1989
MS, Electrical Engineering
American University of Beirut 1983 — 1984
NA, Completed Freshman Year - Science
International College
Ray Jeandron's Jefferies & Company Experience June 2006 - April 2008
Job at LongueVue Capital
Industry Financial Services
Experience
LongueVue Capital October 2009 - Present
GH Securities April 2008 - July 2009
Jefferies & Company June 2006 - April 2008
Education
Boston College
LongueVue Capital October 2009 - Present
GH Securities April 2008 - July 2009
Jefferies & Company June 2006 - April 2008
Education
Boston College
Keith Cullar's Jefferies & Company Experience May 2010 - October 2014
Job Vice President at Apex Credit Partners (FKA Jefferies Finance Asset Management)
Industry Banking
Experience
Apex Credit Partners (FKA Jefferies Finance Asset Management) October 2014 - Present
Jefferies & Company May 2010 - October 2014
CIT Group July 2007 - May 2010
Skills
Debt, Due Diligence, Credit, Financial Modeling, Leveraged Finance, LBO, Underwriting, Financial Analysis, Portfolio Management
Education
Boston College 2003 — 2007
B.A., Economics
Apex Credit Partners (FKA Jefferies Finance Asset Management) October 2014 - Present
Jefferies & Company May 2010 - October 2014
CIT Group July 2007 - May 2010
Skills
Debt, Due Diligence, Credit, Financial Modeling, Leveraged Finance, LBO, Underwriting, Financial Analysis, Portfolio Management
Education
Boston College 2003 — 2007
B.A., Economics
Chad Bartels's Jefferies & Company Experience June 1998 - February 2006
Job Principal Race Rock Capital LLC
Industry Financial Services
Experience
Race Rock Capital LLC January 2014 - Present
Woodlawn Advisors February 2012 - December 2013
Soleil Securities - Ticonderoga February 2007 - January 2012
Jefferies & Company June 1998 - February 2006
Skills
Series 3, Series 7, Series 24, Series 55, Series 63, Derivatives, Hedge Funds, Alternative Investments, Financial Markets, Trading Systems, Trading, Options, Mutual Funds, Investment Strategies
Education
Babson College 1996 — 1998
BS, Economics
Skidmore College 1992 — 1994
Lexington High School 1988 — 1992
High School
Race Rock Capital LLC January 2014 - Present
Woodlawn Advisors February 2012 - December 2013
Soleil Securities - Ticonderoga February 2007 - January 2012
Jefferies & Company June 1998 - February 2006
Skills
Series 3, Series 7, Series 24, Series 55, Series 63, Derivatives, Hedge Funds, Alternative Investments, Financial Markets, Trading Systems, Trading, Options, Mutual Funds, Investment Strategies
Education
Babson College 1996 — 1998
BS, Economics
Skidmore College 1992 — 1994
Lexington High School 1988 — 1992
High School
Pak Eng's Jefferies & Company Experience September 2009 - Present
Job SVP at Jefferies
Industry Financial Services
Experience
Jefferies & Company September 2009 - Present
Barclays Capital October 2008 - August 2009
Lehman Brothers 1999 - 2008
PaineWebber 1994 - 1996
Education
Binghamton University
BS, Computer Sciences - Math
Jefferies & Company September 2009 - Present
Barclays Capital October 2008 - August 2009
Lehman Brothers 1999 - 2008
PaineWebber 1994 - 1996
Education
Binghamton University
BS, Computer Sciences - Math
francois-xavier callewaert's Jefferies & Company Experience June 2011 - June 2012
Job Head of quantitative research for Automated Option Marketmaking at Bank of America
Industry Capital Markets
Experience
Bank of America June 2014 - Present
Bank of America August 2012 - June 2014
Jefferies & Company June 2011 - June 2012
T3 Trading Group, LLC November 2010 - June 2011
BNP Paribas June 2008 - January 2010
BNP Paribas January 2007 - June 2008
BNP Paribas April 2005 - January 2007
BNP Paribas June 2004 - April 2005
BNP Paribas February 2002 - May 2004
Reuters Financial Software June 2000 - February 2002
Skills
Equity Derivatives, Arbitrage, Options, Volatility Arbitrage, Market Making, High Frequency Trading, VAR, Relative Value, Risk Management, Credit Risk, Derivatives, Trading Systems, Structured Products, Electronic Trading, Equities, Financial Markets
Education
Ecole nationale de la Statistique et de l'Administration économique 1998 — 2000
Statistics and Finance
Ecole polytechnique 1994 — 2000
Computer science, Economics
Bank of America June 2014 - Present
Bank of America August 2012 - June 2014
Jefferies & Company June 2011 - June 2012
T3 Trading Group, LLC November 2010 - June 2011
BNP Paribas June 2008 - January 2010
BNP Paribas January 2007 - June 2008
BNP Paribas April 2005 - January 2007
BNP Paribas June 2004 - April 2005
BNP Paribas February 2002 - May 2004
Reuters Financial Software June 2000 - February 2002
Skills
Equity Derivatives, Arbitrage, Options, Volatility Arbitrage, Market Making, High Frequency Trading, VAR, Relative Value, Risk Management, Credit Risk, Derivatives, Trading Systems, Structured Products, Electronic Trading, Equities, Financial Markets
Education
Ecole nationale de la Statistique et de l'Administration économique 1998 — 2000
Statistics and Finance
Ecole polytechnique 1994 — 2000
Computer science, Economics
Ben Thomason's Jefferies & Company Experience August 2007 - July 2012
Job Sector Director for Finance at The Fuqua School of Business, Duke University
Industry Education Management
Experience
Duke University July 2012 - Present
Jefferies & Company August 2007 - July 2012
Wachovia Securities, LLC July 2004 - August 2007
Enron February 2000 - May 2002
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Equities, Due Diligence, Bloomberg, Fixed Income, Mergers, Equity Research, LBO, DCF, Corporate Development, M&A experience, Mergers & Acquisitions, Venture Capital
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Baylor University 1995 — 1999
BBA, Finance
Duke University July 2012 - Present
Jefferies & Company August 2007 - July 2012
Wachovia Securities, LLC July 2004 - August 2007
Enron February 2000 - May 2002
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Equities, Due Diligence, Bloomberg, Fixed Income, Mergers, Equity Research, LBO, DCF, Corporate Development, M&A experience, Mergers & Acquisitions, Venture Capital
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Baylor University 1995 — 1999
BBA, Finance
Dominic Capolongo's Jefferies & Company Experience September 2009 - August 2010
Job Managing Director Head Financial Institutions Group at MLV & CO
Industry Financial Services
Experience
MLV & Co January 2015 - Present
RBC Capital Markets August 2011 - January 2015
Cantor Fitzgerald August 2010 - August 2011
Jefferies & Company September 2009 - August 2010
Credit Suisse March 2003 - January 2009
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette August 1997 - December 1999
Kaye Scholer LLP October 1992 - August 1997
Dechert LLP January 1988 - October 1992
Skills
Investment Banking, Structured Finance, Asset Management, Structured Products, Banking, Finance, Management, ABS, Financial Institutions, Capital Markets, Fixed Income, Hedge Funds, Equities, Private Equity, Valuation, Financial Structuring, Derivatives, Securitization, Alternative Investments, Financial Modeling, Securities, Asset Managment, Bonds, Private Placements, Investments, Mergers & Acquisitions, Leveraged Finance, Emerging Markets
Education
Fordham University School of Law 1982 — 1985
JD, Law
Binghamton University 1978 — 1982
BA, Political Science
MLV & Co January 2015 - Present
RBC Capital Markets August 2011 - January 2015
Cantor Fitzgerald August 2010 - August 2011
Jefferies & Company September 2009 - August 2010
Credit Suisse March 2003 - January 2009
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette August 1997 - December 1999
Kaye Scholer LLP October 1992 - August 1997
Dechert LLP January 1988 - October 1992
Skills
Investment Banking, Structured Finance, Asset Management, Structured Products, Banking, Finance, Management, ABS, Financial Institutions, Capital Markets, Fixed Income, Hedge Funds, Equities, Private Equity, Valuation, Financial Structuring, Derivatives, Securitization, Alternative Investments, Financial Modeling, Securities, Asset Managment, Bonds, Private Placements, Investments, Mergers & Acquisitions, Leveraged Finance, Emerging Markets
Education
Fordham University School of Law 1982 — 1985
JD, Law
Binghamton University 1978 — 1982
BA, Political Science
Ashrafuz Zaman's Jefferies & Company Experience November 2010 - August 2011
Job Sr. Test Engineer at Vanguard
Industry Computer Software
Experience
Vanguard January 2013 - Present
Vanguard January 2013 - Present
UBS Wealth Management March 2012 - December 2012
Vanguard October 2011 - March 2012
Jefferies & Company November 2010 - August 2011
J.P. Morgan Chase June 2010 - November 2010
TPG-Axon Capital December 2009 - May 2010
Credit Suisse July 2009 - December 2009
Bank of America June 2006 - March 2009
Bear Stearns June 1999 - April 2006
Skills
Equities, Trading, Investment Banking, SDLC, Fixed Income, Fidessa, HP Quality Center, User Acceptance Testing, Trading Systems, Charles River..., Charles River IMS
Education
Bangladesh Agricultural University 1982 — 1988
BS (Hons), Agriculture Engineering
Vanguard January 2013 - Present
Vanguard January 2013 - Present
UBS Wealth Management March 2012 - December 2012
Vanguard October 2011 - March 2012
Jefferies & Company November 2010 - August 2011
J.P. Morgan Chase June 2010 - November 2010
TPG-Axon Capital December 2009 - May 2010
Credit Suisse July 2009 - December 2009
Bank of America June 2006 - March 2009
Bear Stearns June 1999 - April 2006
Skills
Equities, Trading, Investment Banking, SDLC, Fixed Income, Fidessa, HP Quality Center, User Acceptance Testing, Trading Systems, Charles River..., Charles River IMS
Education
Bangladesh Agricultural University 1982 — 1988
BS (Hons), Agriculture Engineering
Monica Hyett's Jefferies & Company Experience May 2007 - May 2008
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street August 2013 - Present
State Street September 2014 - October 2015
State Street September 2013 - October 2015
State Street Global Advisors March 2010 - April 2012
State Street May 2008 - March 2010
Jefferies & Company May 2007 - May 2008
Morgan Stanley May 2007 - August 2007
Skills
Microsoft Excel, Outlook, SharePoint, Microsoft Office, Microsoft Word, Process Management, Series 7, Series 24, Series 63, Series 3
Education
Bentley University 2004 — 2008
B.S., Finance
The London School of Economics and Political Science (LSE) 2005 — 2005
Economics
State Street August 2013 - Present
State Street September 2014 - October 2015
State Street September 2013 - October 2015
State Street Global Advisors March 2010 - April 2012
State Street May 2008 - March 2010
Jefferies & Company May 2007 - May 2008
Morgan Stanley May 2007 - August 2007
Skills
Microsoft Excel, Outlook, SharePoint, Microsoft Office, Microsoft Word, Process Management, Series 7, Series 24, Series 63, Series 3
Education
Bentley University 2004 — 2008
B.S., Finance
The London School of Economics and Political Science (LSE) 2005 — 2005
Economics
Jeanne Law's Jefferies & Company Experience October 2007 - January 2008
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays June 2013 - Present
J.P. Morgan February 2011 - June 2013
J.P. Morgan December 2009 - January 2011
J.P. Morgan October 2008 - December 2009
Goldman Sachs January 2007 - September 2008
Jefferies & Company October 2007 - January 2008
Commerce Bank May 2005 - January 2007
Skills
Derivatives, Equities, Banking, Analysis, Fixed Income, Middle Office, Trading, Collateral Management, Finance, Securities, Investments, Financial Services, Microsoft Excel, Data Analysis, Risk Management, Compliance, Project Management
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance, Economics
Stuyvesant High School 2000 — 2004
Barclays June 2013 - Present
J.P. Morgan February 2011 - June 2013
J.P. Morgan December 2009 - January 2011
J.P. Morgan October 2008 - December 2009
Goldman Sachs January 2007 - September 2008
Jefferies & Company October 2007 - January 2008
Commerce Bank May 2005 - January 2007
Skills
Derivatives, Equities, Banking, Analysis, Fixed Income, Middle Office, Trading, Collateral Management, Finance, Securities, Investments, Financial Services, Microsoft Excel, Data Analysis, Risk Management, Compliance, Project Management
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance, Economics
Stuyvesant High School 2000 — 2004
Igor Koulikov's Jefferies & Company Experience April 2006 - Present
Job IT, Prime Brokerage at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company April 2006 - Present
Banc of America Securities 2003 - 2006
Merrill Lynch 1997 - 2003
Skills
Prime Brokerage, Business Analysis, Banking, Credit Risk, Equities, Investment Banking, Fixed Income, Electronic Trading
Education
Moscow Institute of Management
Jefferies & Company April 2006 - Present
Banc of America Securities 2003 - 2006
Merrill Lynch 1997 - 2003
Skills
Prime Brokerage, Business Analysis, Banking, Credit Risk, Equities, Investment Banking, Fixed Income, Electronic Trading
Education
Moscow Institute of Management
Shueb Ahmed's Jefferies & Company Experience April 2012 - Present
Job Banking Professional
Industry Banking
Experience
Jefferies & Company April 2012 - Present
Bank of America June 2010 - December 2011
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, Bloomberg, Financial Analysis, Corporate Finance, Fixed Income, Hedge Funds, Equities
Education
Babson College 2007 — 2009
Finance, General, 3.6
Jefferies & Company April 2012 - Present
Bank of America June 2010 - December 2011
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, Bloomberg, Financial Analysis, Corporate Finance, Fixed Income, Hedge Funds, Equities
Education
Babson College 2007 — 2009
Finance, General, 3.6
Everaldo Hechavarria's Jefferies & Company Experience February 2008 - March 2013
Job GreyCliff Advisory Group LLC
Industry Financial Services
Experience
GreyCliff Advisory Group LLC August 2014 - Present
Jefferies & Company February 2008 - March 2013
Nomura Securities December 1985 - December 2007
Skills
Electronic Trading, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Equities, Investments, Bloomberg, Trading, Securities, Series 7, Bonds, Financial Markets, Portfolio Management, Financial Services, Asset Management
Education
Baruch College 1975 — 1980
GreyCliff Advisory Group LLC August 2014 - Present
Jefferies & Company February 2008 - March 2013
Nomura Securities December 1985 - December 2007
Skills
Electronic Trading, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Equities, Investments, Bloomberg, Trading, Securities, Series 7, Bonds, Financial Markets, Portfolio Management, Financial Services, Asset Management
Education
Baruch College 1975 — 1980
Rajneet Sodhbans's Jefferies & Company Experience November 2009 - Present
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company November 2009 - Present
NYSE June 2004 - July 2009
SIAC September 2002 - June 2004
Goldman Sachs June 2000 - May 2002
Deutsche Bank June 1995 - May 2000
Education
Baruch College, City University of New York (CUNY) 1993 — 1996
BA, Finance & Investments
Jefferies & Company November 2009 - Present
NYSE June 2004 - July 2009
SIAC September 2002 - June 2004
Goldman Sachs June 2000 - May 2002
Deutsche Bank June 1995 - May 2000
Education
Baruch College, City University of New York (CUNY) 1993 — 1996
BA, Finance & Investments
Thomas Gilloran's Jefferies & Company Experience 2011 - Present
Job Associate at Jefferies & Company
Industry
Experience
Jefferies & Company 2011 - Present
Education
Babson College
Jefferies & Company 2011 - Present
Education
Babson College
Eileen Ameri's Jefferies & Company Experience April 2002 - October 2008
Job Registered Nurse & Independent Consultant at Rodan + Fields
Industry Hospital & Health Care
Experience
Rodan + Fields April 2015 - Present
Essex Specialized Surgical Institute September 2014 - Present
The Health Center at Bloomingdale April 2014 - September 2014
The Wanaque Center for Nursing and Rehabilitation July 2011 - September 2011
Jefferies & Company April 2002 - October 2008
Morgan Stanley 2000 - 2002
Skills
Healthcare, Public Speaking, Team Building, Strategic Planning, Project Management, Hospitals, Customer Service, Healthcare Information..., Process Improvement, Change Management, Microsoft Office, Healthcare Management, Microsoft Excel, Clinical Research, Non-profits, BLS, Management, Analysis, Leadership, Data Analysis, Nonprofits, Program Management, Research, Leadership Development
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Bachelor of Science (BS), Nursing
Bergen Community College 2011 — 2013
Associate of Arts and Sciences (AAS), Nursing
University of Delaware 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, Finance
Rodan + Fields April 2015 - Present
Essex Specialized Surgical Institute September 2014 - Present
The Health Center at Bloomingdale April 2014 - September 2014
The Wanaque Center for Nursing and Rehabilitation July 2011 - September 2011
Jefferies & Company April 2002 - October 2008
Morgan Stanley 2000 - 2002
Skills
Healthcare, Public Speaking, Team Building, Strategic Planning, Project Management, Hospitals, Customer Service, Healthcare Information..., Process Improvement, Change Management, Microsoft Office, Healthcare Management, Microsoft Excel, Clinical Research, Non-profits, BLS, Management, Analysis, Leadership, Data Analysis, Nonprofits, Program Management, Research, Leadership Development
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Bachelor of Science (BS), Nursing
Bergen Community College 2011 — 2013
Associate of Arts and Sciences (AAS), Nursing
University of Delaware 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, Finance
Alex Bunchuk's Jefferies & Company Experience July 2011 - Present
Job Senior Vice President at Jefferies
Industry Financial Services
Experience
Jefferies & Company July 2011 - Present
Prudential Financial August 1999 - July 2011
Morgan Stanley January 1998 - August 1999
Skills
Team Management, Software Development, Business Intelligence, Business Analysis, .NET, C#, Microsoft SQL Server, SSIS, SSRS, VB, VBA, ASP, AJAX, C, XSLT, JavaScript, VBScript, HTML, IIS, IBM DB2 Connect, WebSphere MQ, FIX, TT, Sungard GMI, Crystal Reports, Oracle, Databases, DB2, XML
Education
Kiev Polytechnical University
BS, Electrical and Electronics Engineering
Jefferies & Company July 2011 - Present
Prudential Financial August 1999 - July 2011
Morgan Stanley January 1998 - August 1999
Skills
Team Management, Software Development, Business Intelligence, Business Analysis, .NET, C#, Microsoft SQL Server, SSIS, SSRS, VB, VBA, ASP, AJAX, C, XSLT, JavaScript, VBScript, HTML, IIS, IBM DB2 Connect, WebSphere MQ, FIX, TT, Sungard GMI, Crystal Reports, Oracle, Databases, DB2, XML
Education
Kiev Polytechnical University
BS, Electrical and Electronics Engineering
Andrew Spirito's Jefferies & Company Experience June 2011 - August 2011
Job Analyst Turnaround and Restructuring at AlixPartners
Industry Management Consulting
Experience
AlixPartners February 2014 - Present
CDG Group November 2011 - January 2014
Jefferies & Company June 2011 - August 2011
Arigo June 2010 - August 2010
Brook Venture Partners February 2010 - July 2010
Education
Bentley University 2007 — 2011
Bachelor of Science, Finance
Universitat Pompeu Fabra 2009 — 2009
Economics, Entrepreneurship
Minnechaug
AlixPartners February 2014 - Present
CDG Group November 2011 - January 2014
Jefferies & Company June 2011 - August 2011
Arigo June 2010 - August 2010
Brook Venture Partners February 2010 - July 2010
Education
Bentley University 2007 — 2011
Bachelor of Science, Finance
Universitat Pompeu Fabra 2009 — 2009
Economics, Entrepreneurship
Minnechaug
Cheny Ng's Jefferies & Company Experience 2010 - October 2014
Job Tax Associate at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company 2010 - October 2014
Deloitte 2008 - 2010
Skills
Financial Analysis, Accounting, CPA, Sarbanes-Oxley Act, Due Diligence, Corporate Tax, Tax, SEC filings
Education
Binghamton University 2004 — 2008
Bachelors of Science, Accounting
Jefferies & Company 2010 - October 2014
Deloitte 2008 - 2010
Skills
Financial Analysis, Accounting, CPA, Sarbanes-Oxley Act, Due Diligence, Corporate Tax, Tax, SEC filings
Education
Binghamton University 2004 — 2008
Bachelors of Science, Accounting
Rudolph Pica's Jefferies & Company Experience May 2006 - July 2006
Job Sales Associate at JP Morgan Securities
Industry Investment Management
Experience
J.P. Morgan Securities LLC May 2010 - Present
JP Morgan Chase May 2010 - Present
USCG Auxiliary September 2004 - Present
Emerald Creek Capital August 2009 - March 2010
NYSE Euronext April 2008 - July 2008
American Stock Exchange April 2007 - July 2007
Jefferies & Company May 2006 - July 2006
Jefferies & Company April 2005 - July 2005
Washington Capitals December 2004 - February 2005
Skills
Operations Management, Spanish, Mortgage Lending, Advertising, Microsoft Excel, Series 7, Sales, Investments, Financial Analysis, Strategic Planning, Real Estate, Marketing, Management, Leadership, Finance, Financial Modeling
Education
American University 2005 — 2009
BA, Philosophy, Economics, Studio Art
Poly Prep CDS
J.P. Morgan Securities LLC May 2010 - Present
JP Morgan Chase May 2010 - Present
USCG Auxiliary September 2004 - Present
Emerald Creek Capital August 2009 - March 2010
NYSE Euronext April 2008 - July 2008
American Stock Exchange April 2007 - July 2007
Jefferies & Company May 2006 - July 2006
Jefferies & Company April 2005 - July 2005
Washington Capitals December 2004 - February 2005
Skills
Operations Management, Spanish, Mortgage Lending, Advertising, Microsoft Excel, Series 7, Sales, Investments, Financial Analysis, Strategic Planning, Real Estate, Marketing, Management, Leadership, Finance, Financial Modeling
Education
American University 2005 — 2009
BA, Philosophy, Economics, Studio Art
Poly Prep CDS
Boris Matz's Jefferies & Company Experience December 2012 - Present
Job Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company December 2012 - Present
Jefferies & Company August 2009 - February 2013
Jefferies & Company June 2008 - August 2008
Navigant Consulting July 2003 - July 2007
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Financial Analysis, Economics, Capital Markets, Corporate Finance, Equities, Due Diligence, Management
Education
University of Virginia Darden School of Business 2007 — 2009
MBA, Business 201
Babson College 1999 — 2003
BS, Business 101
Jefferies & Company December 2012 - Present
Jefferies & Company August 2009 - February 2013
Jefferies & Company June 2008 - August 2008
Navigant Consulting July 2003 - July 2007
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Financial Analysis, Economics, Capital Markets, Corporate Finance, Equities, Due Diligence, Management
Education
University of Virginia Darden School of Business 2007 — 2009
MBA, Business 201
Babson College 1999 — 2003
BS, Business 101
Cesare de Novellis's Jefferies & Company Experience January 2009 - June 2009
Job Executive Director of Investments at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. September 2009 - Present
Jefferies & Company January 2009 - June 2009
Credit Agricole August 1993 - December 2000
Banca di Roma January 1988 - July 1993
Education
Babson College 1985 — 1987
MBA, Finance/International Business
Ithaca College 1979 — 1983
BS Finance
Oppenheimer & Co. September 2009 - Present
Jefferies & Company January 2009 - June 2009
Credit Agricole August 1993 - December 2000
Banca di Roma January 1988 - July 1993
Education
Babson College 1985 — 1987
MBA, Finance/International Business
Ithaca College 1979 — 1983
BS Finance
Cesare de Novellis's Jefferies & Company Experience January 2001 - December 2008
Job International Rainmaker
Industry Financial Services
Experience
Hudson Capital Ventures March 2015 - Present
Oppenheimer & Co. Inc. September 2009 - February 2014
Meeschaert January 2009 - August 2009
Jefferies & Company January 2001 - December 2008
Credit Agricole Indosuez July 1993 - December 2000
Banca di Roma 1990 - 1993
Skills
Trading, Equities, Options, Investments, Bonds, Television Production, Bloomberg, Securities, Institutional, Series 7, Equity Research, Series 63, Equity Trading, Investment Management, Hedge Funds, FINRA, Alternative Investments, Fixed Income, Equity
Education
Babson College
MBA, Concentration in Finance
Ithaca College
B.S., Finance
Hudson Capital Ventures March 2015 - Present
Oppenheimer & Co. Inc. September 2009 - February 2014
Meeschaert January 2009 - August 2009
Jefferies & Company January 2001 - December 2008
Credit Agricole Indosuez July 1993 - December 2000
Banca di Roma 1990 - 1993
Skills
Trading, Equities, Options, Investments, Bonds, Television Production, Bloomberg, Securities, Institutional, Series 7, Equity Research, Series 63, Equity Trading, Investment Management, Hedge Funds, FINRA, Alternative Investments, Fixed Income, Equity
Education
Babson College
MBA, Concentration in Finance
Ithaca College
B.S., Finance
Brian Cogan's Jefferies & Company Experience July 2008 - August 2008
Job Analyst at Hudson Executive Capital
Industry Investment Management
Experience
Hudson Executive Capital January 2015 - Present
Barclays Investment Bank July 2013 - September 2014
Barclays Capital July 2010 - June 2013
Barclays Capital June 2009 - August 2009
Jefferies & Company July 2008 - August 2008
AXA Equitable June 2007 - August 2007
HSBC Securities July 2006 - August 2006
Skills
Investment Banking, Structured Finance, Mergers, Equities, Investments, Mergers & Acquisitions, Bloomberg, Financial Modeling, Equity Capital Markets, Banking, Capital Markets, LBO, Equity Research, Valuation, Fixed Income, Hedge Funds
Education
Boston College 2006 — 2010
BS
Hudson Executive Capital January 2015 - Present
Barclays Investment Bank July 2013 - September 2014
Barclays Capital July 2010 - June 2013
Barclays Capital June 2009 - August 2009
Jefferies & Company July 2008 - August 2008
AXA Equitable June 2007 - August 2007
HSBC Securities July 2006 - August 2006
Skills
Investment Banking, Structured Finance, Mergers, Equities, Investments, Mergers & Acquisitions, Bloomberg, Financial Modeling, Equity Capital Markets, Banking, Capital Markets, LBO, Equity Research, Valuation, Fixed Income, Hedge Funds
Education
Boston College 2006 — 2010
BS
Paul Clegg's Jefferies & Company Experience September 2007 - July 2010
Job Director of Investor Relations at Polypore
Industry Financial Services
Experience
Polypore July 2012 - Present
Mizuho Securities Co., Ltd. July 2010 - January 2012
Jefferies & Company September 2007 - July 2010
Natixis September 2004 - August 2007
Calyon Securities (USA) May 2002 - August 2004
Calyon Securities (USA) Inc. January 2000 - May 2002
Calyon Securities (USA) Inc. January 1996 - December 1999
Credit Lyonnais September 1995 - December 1996
Credit Lyonnais January 1993 - September 1995
Team Bank August 1990 - March 1992
Skills
Financial Modeling..., Financial Analysis, Credit Analysis, conversational French, Equity Research, Equity Valuation, Fixed Income Research, Fixed Income, Reg FD..., PowerPoint, Excel, Word, Bloomberg, Presentation Development, Effective Presentation..., Drafting SEC..., Negotiating Bank Credit..., Extensive International..., Extensive Buy-side..., Sell Side, Due Diligence, Transaction Banking, Media Appearances
Education
CFA Institute
Awarded Chartered Financial Analyst designation
Baylor University - Hankamer School of Business 1989 — 1990
Masters of Science, Economics
Baylor University 1985 — 1989
Bachelor of Arts (B.A.), French Language and Literature
Polypore July 2012 - Present
Mizuho Securities Co., Ltd. July 2010 - January 2012
Jefferies & Company September 2007 - July 2010
Natixis September 2004 - August 2007
Calyon Securities (USA) May 2002 - August 2004
Calyon Securities (USA) Inc. January 2000 - May 2002
Calyon Securities (USA) Inc. January 1996 - December 1999
Credit Lyonnais September 1995 - December 1996
Credit Lyonnais January 1993 - September 1995
Team Bank August 1990 - March 1992
Skills
Financial Modeling..., Financial Analysis, Credit Analysis, conversational French, Equity Research, Equity Valuation, Fixed Income Research, Fixed Income, Reg FD..., PowerPoint, Excel, Word, Bloomberg, Presentation Development, Effective Presentation..., Drafting SEC..., Negotiating Bank Credit..., Extensive International..., Extensive Buy-side..., Sell Side, Due Diligence, Transaction Banking, Media Appearances
Education
CFA Institute
Awarded Chartered Financial Analyst designation
Baylor University - Hankamer School of Business 1989 — 1990
Masters of Science, Economics
Baylor University 1985 — 1989
Bachelor of Arts (B.A.), French Language and Literature
Jackie Hennessey's Jefferies & Company Experience 1988 - 2007
Job
Industry
Experience
Jefferies & Company 1988 - 2007
Skills
Equities, Investments
Education
Babson College 1984 — 1988
Finance
Hingham high school 1980 — 1984
Jefferies & Company 1988 - 2007
Skills
Equities, Investments
Education
Babson College 1984 — 1988
Finance
Hingham high school 1980 — 1984
Keith McCann's Jefferies & Company Experience July 2012 - December 2013
Job Division Director at Robert Half Finance & Accounting
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting July 2015 - Present
Robert Half Finance & Accounting August 2014 - Present
Jefferies & Company July 2012 - December 2013
Credit Agricole CIB July 2011 - September 2012
Gelber Group LLC December 2009 - January 2011
Westpac September 2006 - October 2009
ANZ January 2004 - September 2006
Skills
Portfolio Management, Fixed Income, FX Options, Asset Management, Investments, Hedge Funds, Asset Allocation, Financial Markets, Capital Markets, Trading, Technical..., Risk Management, Financial Analysis, Recruiting, Leadership, Finance, Bonds, Derivatives, Management, Financial Modeling, Structured Products
Education
Investment Management Regulatory Authority, UK 1997 — 1997
Investment Management Certificate
Alliant International University-San Diego Scripps Ranch 1990 — 1994
Bachelor's Degree, International Business
Robert Half Finance & Accounting July 2015 - Present
Robert Half Finance & Accounting August 2014 - Present
Jefferies & Company July 2012 - December 2013
Credit Agricole CIB July 2011 - September 2012
Gelber Group LLC December 2009 - January 2011
Westpac September 2006 - October 2009
ANZ January 2004 - September 2006
Skills
Portfolio Management, Fixed Income, FX Options, Asset Management, Investments, Hedge Funds, Asset Allocation, Financial Markets, Capital Markets, Trading, Technical..., Risk Management, Financial Analysis, Recruiting, Leadership, Finance, Bonds, Derivatives, Management, Financial Modeling, Structured Products
Education
Investment Management Regulatory Authority, UK 1997 — 1997
Investment Management Certificate
Alliant International University-San Diego Scripps Ranch 1990 — 1994
Bachelor's Degree, International Business
Frances DeMartino's Jefferies & Company Experience February 2000 - May 2001
Job Financial Services Professional
Industry Financial Services
Experience
UBS January 2007 - June 2008
UBS March 2006 - September 2006
Credit Suisse First November 2005 - February 2006
JP Morgan Securities Inc November 2001 - March 2005
Jefferies & Company February 2000 - May 2001
Daiwa Securities February 1999 - November 1999
Deutsche Bank September 1998 - February 1999
BHF Securities July 1997 - September 1998
SANTANDER INVESTMENT SECURITIES November 1995 - July 1997
Santander Securities 1993 - 1997
Education
Borough of Manhattan Community College
Associates, Accounting
UBS January 2007 - June 2008
UBS March 2006 - September 2006
Credit Suisse First November 2005 - February 2006
JP Morgan Securities Inc November 2001 - March 2005
Jefferies & Company February 2000 - May 2001
Daiwa Securities February 1999 - November 1999
Deutsche Bank September 1998 - February 1999
BHF Securities July 1997 - September 1998
SANTANDER INVESTMENT SECURITIES November 1995 - July 1997
Santander Securities 1993 - 1997
Education
Borough of Manhattan Community College
Associates, Accounting
Mark Filenbaum's Jefferies & Company Experience July 2009 - September 2013
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse September 2013 - December 2014
Jefferies & Company July 2009 - September 2013
UBS Investment Bank July 2008 - June 2009
Skills
Equities, Investment Banking, Valuation, Financial Modeling, LBO, DCF, Due Diligence, Private Equity
Education
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science, Finance and Corporate Reporting & Analysis
Credit Suisse January 2015 - Present
Credit Suisse September 2013 - December 2014
Jefferies & Company July 2009 - September 2013
UBS Investment Bank July 2008 - June 2009
Skills
Equities, Investment Banking, Valuation, Financial Modeling, LBO, DCF, Due Diligence, Private Equity
Education
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science, Finance and Corporate Reporting & Analysis
Carol McIntosh's Jefferies & Company Experience February 2006 - August 2011
Job Senior Sybase Production Support DBA
Industry Banking
Experience
Credit Suisse March 2012 - Present
Jefferies & Company February 2006 - August 2011
Charles Schwab 1997 - 2005
Mervyns 1985 - 1987
Skills
Sybase, Datacom, Database Administration
Education
Arizona State University, W. P. Carey School of Business 1982 — 1984
B.S., Computer Information Systems
UC Irvine 1978 — 1980
Physics
Credit Suisse March 2012 - Present
Jefferies & Company February 2006 - August 2011
Charles Schwab 1997 - 2005
Mervyns 1985 - 1987
Skills
Sybase, Datacom, Database Administration
Education
Arizona State University, W. P. Carey School of Business 1982 — 1984
B.S., Computer Information Systems
UC Irvine 1978 — 1980
Physics
Jennifer O'leary's Jefferies & Company Experience November 2006 - Present
Job Research Sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company November 2006 - Present
Cowen and Company October 1998 - October 2006
Skills
Research Sales, Manage Client...
Education
Bentley University 1993 — 1998
Bachelor of Science (BS), Finance, General
Jefferies & Company November 2006 - Present
Cowen and Company October 1998 - October 2006
Skills
Research Sales, Manage Client...
Education
Bentley University 1993 — 1998
Bachelor of Science (BS), Finance, General
brian hardiman's Jefferies & Company Experience Managing Director, Sales TradingJefferies & CompanyApril 2009 - Present
Job Managing Director, Sales Trading at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company Managing Director, Sales TradingJefferies & CompanyApril 2009 - Present
UBS Investment Bank November 2004 - April 2009
Schwab Sounview Capital Markets January 2003 - November 2004
SoundView Technology Group April 2002 - January 2003
Roberston Stephens September 2000 - April 2002
Gemini Investors September 1998 - September 2000
Coopers & Lybrand September 1995 - September 1998
Education
Boston College 1991 — 1995
Bachelor's Degree, Finance, General
Jefferies & Company Managing Director, Sales TradingJefferies & CompanyApril 2009 - Present
UBS Investment Bank November 2004 - April 2009
Schwab Sounview Capital Markets January 2003 - November 2004
SoundView Technology Group April 2002 - January 2003
Roberston Stephens September 2000 - April 2002
Gemini Investors September 1998 - September 2000
Coopers & Lybrand September 1995 - September 1998
Education
Boston College 1991 — 1995
Bachelor's Degree, Finance, General
Shelvin Sam's Jefferies & Company Experience June 2013 - September 2013
Job Tax Associate Private Wealth Services at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP June 2014 - Present
Marks Paneth & Shron LLP January 2013 - May 2014
Jefferies & Company June 2013 - September 2013
CBIZ MHM, LLC March 2012 - January 2013
Deloitte July 2012 - July 2012
KKR March 2011 - March 2012
Professional Accounting & Tax Services January 2009 - April 2011
Herman Associates December 2010 - March 2011
Skills
Accounting, QuickBooks, Tax Preparation, Financial Reporting, Financial Accounting, Tax, Corporate Tax, Income Tax, Tax Research, CPA, GAAP, US GAAP, Tax Returns, Partnership Taxation, Financial Statements
Education
Saint John's University - Peter J. Tobin College of Business 2013 — 2014
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Grant Thornton LLP June 2014 - Present
Marks Paneth & Shron LLP January 2013 - May 2014
Jefferies & Company June 2013 - September 2013
CBIZ MHM, LLC March 2012 - January 2013
Deloitte July 2012 - July 2012
KKR March 2011 - March 2012
Professional Accounting & Tax Services January 2009 - April 2011
Herman Associates December 2010 - March 2011
Skills
Accounting, QuickBooks, Tax Preparation, Financial Reporting, Financial Accounting, Tax, Corporate Tax, Income Tax, Tax Research, CPA, GAAP, US GAAP, Tax Returns, Partnership Taxation, Financial Statements
Education
Saint John's University - Peter J. Tobin College of Business 2013 — 2014
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
David Eisner's Jefferies & Company Experience 1992 - 1999
Job Financial Services and Financial Tech Executive, Internet Entrepeneur / Investor, Experienced Board Member / Advisor
Industry Financial Services
Experience
Numerous Growth Companies 2011 - Present
TheMarkets.com LLC (sold to The McGraw-Hill Companies) 2000 - 2010
iExchange.com (sold to Placemark Investments) 1999 - 2000
Jefferies & Company 1992 - 1999
Skills
Private Equity, Angel Investing, CEOs, Financial Advisory, Hedge Funds, Investment Banking, Mergers, Asset Managment, Financial Services, Start-ups, Strategic Partnerships, Equity Research, Valuation, Venture Capital, Business Strategy, Entrepreneurship
Education
Boston University School of Law 1979 — 1982
JD, Law
American University 1975 — 1979
BS, Accounting, Government
Numerous Growth Companies 2011 - Present
TheMarkets.com LLC (sold to The McGraw-Hill Companies) 2000 - 2010
iExchange.com (sold to Placemark Investments) 1999 - 2000
Jefferies & Company 1992 - 1999
Skills
Private Equity, Angel Investing, CEOs, Financial Advisory, Hedge Funds, Investment Banking, Mergers, Asset Managment, Financial Services, Start-ups, Strategic Partnerships, Equity Research, Valuation, Venture Capital, Business Strategy, Entrepreneurship
Education
Boston University School of Law 1979 — 1982
JD, Law
American University 1975 — 1979
BS, Accounting, Government
Chenyi Lu, CFA, CPA's Jefferies & Company Experience June 2007 - February 2008
Job Senior Credit Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service May 2013 - Present
Cowen and Company July 2009 - August 2012
Brean Murray, Carret & Co. March 2008 - June 2009
Jefferies & Company June 2007 - February 2008
Banc of America Securities January 2004 - June 2007
Lucent Techonologies July 1996 - January 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Investments, Equity Research, Business Strategy, Business Analysis, Business Planning, Chartered Financial..., Certified Public..., Taiwanese, Chinese, Financial Accounting, Accounting
Education
New York University
Master of Business Administration (MBA), Finance
Babson College
Master of Science (MS), Accounting
Rutgers University
Bachelor of Science (BS), Accounting
Moody's Investors Service May 2013 - Present
Cowen and Company July 2009 - August 2012
Brean Murray, Carret & Co. March 2008 - June 2009
Jefferies & Company June 2007 - February 2008
Banc of America Securities January 2004 - June 2007
Lucent Techonologies July 1996 - January 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Investments, Equity Research, Business Strategy, Business Analysis, Business Planning, Chartered Financial..., Certified Public..., Taiwanese, Chinese, Financial Accounting, Accounting
Education
New York University
Master of Business Administration (MBA), Finance
Babson College
Master of Science (MS), Accounting
Rutgers University
Bachelor of Science (BS), Accounting
Ryan McGann's Jefferies & Company Experience July 2012 - Present
Job Analyst at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2012 - Present
US Trust June 2011 - August 2011
Education
Boston College 2008 — 2012
Bachelor's degree, Finance
Jefferies & Company July 2012 - Present
US Trust June 2011 - August 2011
Education
Boston College 2008 — 2012
Bachelor's degree, Finance
Danford Peterson's Jefferies & Company Experience April 2011 - February 2014
Job Director at FCO
Industry Financial Services
Experience
Fundamental Credit Opportunities February 2014 - Present
Jefferies & Company April 2011 - February 2014
PIMCO March 2010 - March 2011
Goldman Sachs July 1999 - February 2010
Skills
Fixed Income, Capital Markets, Derivatives
Education
Dartmouth College 1998 — 1999
Master of Engineering (MEng)
Dartmouth College 1997 — 1998
Bachelor of Engineering (BEng)
Bates College 1993 — 1997
Bachelor of Science (BS), Physics
Fundamental Credit Opportunities February 2014 - Present
Jefferies & Company April 2011 - February 2014
PIMCO March 2010 - March 2011
Goldman Sachs July 1999 - February 2010
Skills
Fixed Income, Capital Markets, Derivatives
Education
Dartmouth College 1998 — 1999
Master of Engineering (MEng)
Dartmouth College 1997 — 1998
Bachelor of Engineering (BEng)
Bates College 1993 — 1997
Bachelor of Science (BS), Physics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS