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,
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Jefferies & Company Employees
Employee
Years
Job
Industry
Marcia Bloom, APLD Marcia Bloom, APLD's Jefferies & Company Experience July 1993 - January 1997
Job Residential Landscape Designer
Industry Design
Experience
In Bloom Garden Design August 2001 - Present
MPB Personal Financial Services March 1997 - December 2001
Jefferies & Company July 1993 - January 1997
Avalon Marketing July 1990 - July 1993
Wells Fargo July 1987 - June 1990
Lloyds Bank California July 1983 - August 1985
Skills
Lifestyle, Wellness Coaching, Strategic Planning, Event Planning, Marketing, Small Business, Management, Organizational..., Customer-focused Service, Business Strategy, Budgets, Direct Sales, Entrepreneurship, Landscape Design, Floral Design, Interior Design
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
MBA, Finance
University of California, Los Angeles 1979 — 1983
BA cum laude, Economics
In Bloom Garden Design August 2001 - Present
MPB Personal Financial Services March 1997 - December 2001
Jefferies & Company July 1993 - January 1997
Avalon Marketing July 1990 - July 1993
Wells Fargo July 1987 - June 1990
Lloyds Bank California July 1983 - August 1985
Skills
Lifestyle, Wellness Coaching, Strategic Planning, Event Planning, Marketing, Small Business, Management, Organizational..., Customer-focused Service, Business Strategy, Budgets, Direct Sales, Entrepreneurship, Landscape Design, Floral Design, Interior Design
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
MBA, Finance
University of California, Los Angeles 1979 — 1983
BA cum laude, Economics
Trang Nguyen Trang Nguyen's Jefferies & Company Experience June 2013 - August 2013
Job Consultant, Avasant
Industry Management Consulting
Experience
Avasant September 2014 - Present
UCLA Anderson School of Management August 2012 - June 2014
Jefferies & Company June 2013 - August 2013
Vietcombank Fund Management (a Franklin Templeton's subsidiary) January 2010 - July 2012
Vietcombank Fund Management (a Franklin Templeton's subsidiary) October 2007 - December 2009
Skills
Equity Research, Valuation, Private Equity, Investment Management, Emerging Markets, Portfolio Management, Asset Management, Mutual Funds, Investment Banking, Financial Modeling, Investment Strategies, Alternative Investments, Due Diligence, Corporate Finance, Capital IQ, Equity Valuation, Equities, Financial Analysis, Business Strategy, Bloomberg, Stock Picking, Global Macro, Business Analysis, Data Analysis, Forecasting, Analysis, Budgets
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of New South Wales 2004 — 2007
Bachelor of Commerce (B.Com.), Finance and International Business
Avasant September 2014 - Present
UCLA Anderson School of Management August 2012 - June 2014
Jefferies & Company June 2013 - August 2013
Vietcombank Fund Management (a Franklin Templeton's subsidiary) January 2010 - July 2012
Vietcombank Fund Management (a Franklin Templeton's subsidiary) October 2007 - December 2009
Skills
Equity Research, Valuation, Private Equity, Investment Management, Emerging Markets, Portfolio Management, Asset Management, Mutual Funds, Investment Banking, Financial Modeling, Investment Strategies, Alternative Investments, Due Diligence, Corporate Finance, Capital IQ, Equity Valuation, Equities, Financial Analysis, Business Strategy, Bloomberg, Stock Picking, Global Macro, Business Analysis, Data Analysis, Forecasting, Analysis, Budgets
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of New South Wales 2004 — 2007
Bachelor of Commerce (B.Com.), Finance and International Business
Leon Hovich Leon Hovich's Jefferies & Company Experience 2008 - 2009
Job Managing Director at Aptito.com
Industry Information Technology and Services
Experience
Aptito.com October 2011 - Present
Jefferies & Company 2008 - 2009
UBS Wealth Management 2007 - 2008
Skills
Information Technology, Mobile Technology, Mobile Payments, Merchant Accounts, System Administration, Business Development, Quality Assurance, Project Management
Education
Chubb Institute of Technology
Touro College
Aptito.com October 2011 - Present
Jefferies & Company 2008 - 2009
UBS Wealth Management 2007 - 2008
Skills
Information Technology, Mobile Technology, Mobile Payments, Merchant Accounts, System Administration, Business Development, Quality Assurance, Project Management
Education
Chubb Institute of Technology
Touro College
Marc Pado Marc Pado's Jefferies & Company Experience 1985 - 1990
Job US Equity Market Analyst Currently Looking for a New Opportunity
Industry Financial Services
Experience
Currently Looking for a New Opportunity April 2014 - Present
DowBull January 2012 - Present
Cantor Fitzgerald March 2002 - January 2012
National Securities 1993 - 2002
Mesirow Financial 1990 - 1993
Jefferies & Company 1985 - 1990
Skills
Trading, US Market Analysis, Technical Analysis, Stock Market Strategist, Stock Market Analysis, Financial Analysis, Economics, Economists, Economic Research, Bloomberg, Equities, Options, Bonds, Electronic Trading, Fixed Income, Trading Systems, Financial Markets, Business Strategy, Capital Markets, Hedge Funds, Series 7, ETFs, Equity Research
Education
University of California, Santa Barbara 1979 — 1982
Bachelor of Arts (B.A.), Business/Managerial Economics
University of California, Irvine 1977 — 1979
Currently Looking for a New Opportunity April 2014 - Present
DowBull January 2012 - Present
Cantor Fitzgerald March 2002 - January 2012
National Securities 1993 - 2002
Mesirow Financial 1990 - 1993
Jefferies & Company 1985 - 1990
Skills
Trading, US Market Analysis, Technical Analysis, Stock Market Strategist, Stock Market Analysis, Financial Analysis, Economics, Economists, Economic Research, Bloomberg, Equities, Options, Bonds, Electronic Trading, Fixed Income, Trading Systems, Financial Markets, Business Strategy, Capital Markets, Hedge Funds, Series 7, ETFs, Equity Research
Education
University of California, Santa Barbara 1979 — 1982
Bachelor of Arts (B.A.), Business/Managerial Economics
University of California, Irvine 1977 — 1979
Douglas Claman Douglas Claman's Jefferies & Company Experience August 1997 - December 1999
Job Real Estate Principal and Asset Management Executive
Industry Real Estate
Experience
JAAD Partners LLC June 2010 - Present
CW Real Estate Partners LLC June 2010 - September 2012
Zenith Insurance Company (United States) May 2000 - June 2010
Jefferies & Company August 1997 - December 1999
Canyon Capital Advisors September 1993 - July 1997
Salomon Brothers Inc 1989 - 1990
Skills
Negotiation, Financial Structuring, Document Review, Lease Negotiations, Real Estate Due..., Real Estate Acquisitions, Asset Managment, Institutional Investors, Capital Markets, Venture Capital, Private Equity, Industrial Buildings, Office Buildings, Retail Buildings, Alternative Investments, Property Management, Capital Structure, Institutional..., Real Estate, Asset Management, Corporate Finance, Equities, Strategy, Brokerage, Real Estate Development, Investment Properties, Commercial Real Estate, Property
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS, Finance, Real Estate
UCLA Anderson School of Management 1992 — 1994
MBA, Finance, Real Estate
Beverly Hills High School 1981 — 1985
JAAD Partners LLC June 2010 - Present
CW Real Estate Partners LLC June 2010 - September 2012
Zenith Insurance Company (United States) May 2000 - June 2010
Jefferies & Company August 1997 - December 1999
Canyon Capital Advisors September 1993 - July 1997
Salomon Brothers Inc 1989 - 1990
Skills
Negotiation, Financial Structuring, Document Review, Lease Negotiations, Real Estate Due..., Real Estate Acquisitions, Asset Managment, Institutional Investors, Capital Markets, Venture Capital, Private Equity, Industrial Buildings, Office Buildings, Retail Buildings, Alternative Investments, Property Management, Capital Structure, Institutional..., Real Estate, Asset Management, Corporate Finance, Equities, Strategy, Brokerage, Real Estate Development, Investment Properties, Commercial Real Estate, Property
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS, Finance, Real Estate
UCLA Anderson School of Management 1992 — 1994
MBA, Finance, Real Estate
Beverly Hills High School 1981 — 1985
Neeraj Berry Neeraj Berry's Jefferies & Company Experience June 2009 - December 2011
Job CoFounder, Expansion at Sprig | SprigChicago is Hiring!
Industry Internet
Experience
Sprig: Dine on Demand March 2013 - Present
12Society 2012 - 2013
Jefferies & Company June 2009 - December 2011
Synergy Advisors LLC June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, New Business Development, Marketing, Microsoft Excel, Business Analysis, Management, Leadership, Operations Management, Strategic Partnerships, Food & Beverage, Finance, Entrepreneurship, Social Media
Education
University of California, Los Angeles 2005 — 2009
Sprig: Dine on Demand March 2013 - Present
12Society 2012 - 2013
Jefferies & Company June 2009 - December 2011
Synergy Advisors LLC June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, New Business Development, Marketing, Microsoft Excel, Business Analysis, Management, Leadership, Operations Management, Strategic Partnerships, Food & Beverage, Finance, Entrepreneurship, Social Media
Education
University of California, Los Angeles 2005 — 2009
John L. Connell John L. Connell's Jefferies & Company Experience May 2013 - August 2013
Job Founder at Teaching Adventures Abroad and Financial Analyst at Microsoft
Industry Financial Services
Experience
Teaching Adventures Abroad September 2015 - Present
Microsoft July 2015 - Present
CIEE Council on International Educational Exchange March 2015 - July 2015
PepsiCo June 2014 - August 2014
Jefferies & Company May 2013 - August 2013
Wells Fargo Securities March 2012 - April 2012
Space Center Houston May 2010 - August 2011
Skills
Bloomberg Terminal, Portfolio Management, Microsoft Office, Public Speaking, Photoshop, Research, Customer Relations, Financial Markets, Sales, Investments, Data Analysis, Finance, Access, Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Social Media, Valuation, Corporate Finance, Event Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
BBA, Business, Major: Finance, Minor: MIS
The Chinese University of Hong Kong
Teaching Adventures Abroad September 2015 - Present
Microsoft July 2015 - Present
CIEE Council on International Educational Exchange March 2015 - July 2015
PepsiCo June 2014 - August 2014
Jefferies & Company May 2013 - August 2013
Wells Fargo Securities March 2012 - April 2012
Space Center Houston May 2010 - August 2011
Skills
Bloomberg Terminal, Portfolio Management, Microsoft Office, Public Speaking, Photoshop, Research, Customer Relations, Financial Markets, Sales, Investments, Data Analysis, Finance, Access, Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Social Media, Valuation, Corporate Finance, Event Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
BBA, Business, Major: Finance, Minor: MIS
The Chinese University of Hong Kong
Sia Mahajan Sia Mahajan's Jefferies & Company Experience July 2012 - June 2014
Job Associate at LWPartners
Industry Banking
Experience
LWPartners July 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
The Northern Trust May 2010 - July 2010
Skills
Financial Modeling, Valuation, Capital IQ, Investment Banking, Investments, Bloomberg, Corporate Finance, LBO, Private Equity, Bloomberg Terminal, Equities, Financial Analysis, Equity Research, Due Diligence, Hedge Funds, Capital Markets, DCF, Mergers & Acquisitions, M&A experience, Leveraged Finance, Fixed Income, Portfolio Management, Business Valuation, Asset Management, Financial Institutions, Friendly Personality, Research, Finance
Education
The University of Texas at Austin 2008 — 2012
BA, Plan II Honors
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Business Honors/Finance
LWPartners July 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
The Northern Trust May 2010 - July 2010
Skills
Financial Modeling, Valuation, Capital IQ, Investment Banking, Investments, Bloomberg, Corporate Finance, LBO, Private Equity, Bloomberg Terminal, Equities, Financial Analysis, Equity Research, Due Diligence, Hedge Funds, Capital Markets, DCF, Mergers & Acquisitions, M&A experience, Leveraged Finance, Fixed Income, Portfolio Management, Business Valuation, Asset Management, Financial Institutions, Friendly Personality, Research, Finance
Education
The University of Texas at Austin 2008 — 2012
BA, Plan II Honors
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Business Honors/Finance
Frank G. Morgan, CFA Frank G. Morgan, CFA's Jefferies & Company Experience June 2000 - October 2008
Job Managing Director/ Healthcare Services Equity Research at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2008 - Present
Jefferies & Company June 2000 - October 2008
J.C. Bradford June 1995 - May 2000
Skills
Equity Research, Equities, Investment Banking, Capital Markets, Valuation, Financial Analysis, Equity Valuation, Hedge Funds, Due Diligence
Education
University of Alabama 1984 — 1986
Master of Business Administration (MBA)
University of Alabama 1978 — 1982
B.S., Microbiology
RBC Capital Markets November 2008 - Present
Jefferies & Company June 2000 - October 2008
J.C. Bradford June 1995 - May 2000
Skills
Equity Research, Equities, Investment Banking, Capital Markets, Valuation, Financial Analysis, Equity Valuation, Hedge Funds, Due Diligence
Education
University of Alabama 1984 — 1986
Master of Business Administration (MBA)
University of Alabama 1978 — 1982
B.S., Microbiology
Amber Harris's Jefferies & Company Experience 1999 - 2001
Job Freelance Social Media Manager at 729 Beauty
Industry Writing and Editing
Experience
729 Beauty December 2013 - Present
Basketball's Finest Training (BFT) 2011 - Present
University of Southern California 2002 - Present
Harris Business Group 2000 - Present
COR Community Development Corporation December 2012 - November 2013
Jetset Studios June 2013 - August 2013
Isadore Hall for State Assembly Campaign 2007 - 2010
City of Los Angeles May 2004 - November 2005
Hidden Beach Experiences January 2000 - June 2001
Jefferies & Company 1999 - 2001
Skills
Public Speaking, Editing, Teaching, Research, Strategic Planning, Nonprofits, Writing, Creative Writing, Grant Writing, Proposal Writing, Resume Writing, Teaching Writing, Office Administration, Event Planning, Customer Service, Social Media, SEO, Organization, Non-profits, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Negotiation, Budgets, Social Media Marketing, Marketing Communications, Photoshop, Facebook, Marketing, Proofreading, Copywriting, Community Outreach, Newsletters, Fundraising, Web Content, Copy Editing, Journalism, Public Relations, Media Relations, Volunteer Management, Higher Education, Blogging, Social Networking, Press Releases, Event Management
Education
University of Southern California 2013 — 2015
Master of Arts (M.A.), Communications Management, Online Communities
University of Southern California 2005 — 2007
Master of Professional Writing
Tuskegee University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature/Letters
729 Beauty December 2013 - Present
Basketball's Finest Training (BFT) 2011 - Present
University of Southern California 2002 - Present
Harris Business Group 2000 - Present
COR Community Development Corporation December 2012 - November 2013
Jetset Studios June 2013 - August 2013
Isadore Hall for State Assembly Campaign 2007 - 2010
City of Los Angeles May 2004 - November 2005
Hidden Beach Experiences January 2000 - June 2001
Jefferies & Company 1999 - 2001
Skills
Public Speaking, Editing, Teaching, Research, Strategic Planning, Nonprofits, Writing, Creative Writing, Grant Writing, Proposal Writing, Resume Writing, Teaching Writing, Office Administration, Event Planning, Customer Service, Social Media, SEO, Organization, Non-profits, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Negotiation, Budgets, Social Media Marketing, Marketing Communications, Photoshop, Facebook, Marketing, Proofreading, Copywriting, Community Outreach, Newsletters, Fundraising, Web Content, Copy Editing, Journalism, Public Relations, Media Relations, Volunteer Management, Higher Education, Blogging, Social Networking, Press Releases, Event Management
Education
University of Southern California 2013 — 2015
Master of Arts (M.A.), Communications Management, Online Communities
University of Southern California 2005 — 2007
Master of Professional Writing
Tuskegee University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature/Letters
Rich Park Rich Park's Jefferies & Company Experience July 2006 - December 2008
Job Director of Strategic Initiatives at Pandora
Industry Financial Services
Experience
Pandora August 2014 - Present
BlackRock January 2013 - July 2014
BlackRock July 2010 - December 2012
Alvarez & Marsal March 2009 - July 2010
Jefferies & Company July 2006 - December 2008
Education
University of California, Los Angeles
BA, Economics
Pandora August 2014 - Present
BlackRock January 2013 - July 2014
BlackRock July 2010 - December 2012
Alvarez & Marsal March 2009 - July 2010
Jefferies & Company July 2006 - December 2008
Education
University of California, Los Angeles
BA, Economics
Deborah Chuang Deborah Chuang's Jefferies & Company Experience July 2011 - December 2012
Job Assistant Buyer at JackThreads
Industry Apparel & Fashion
Experience
JackThreads June 2013 - Present
Band of Outsiders, LLC January 2013 - May 2013
Jefferies & Company July 2011 - December 2012
Little Secret January 2011 - June 2011
Jefferies & Company June 2010 - August 2010
Viant Group, LLC July 2009 - September 2009
Skills
Valuation, Investment Banking, Bloomberg, PowerPoint, Excel, Mandarin, Cantonese, Taiwanese
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2010
BS, Business Administration, 3.7
The Hun School of Princeton 2003 — 2007
High School Diploma
JackThreads June 2013 - Present
Band of Outsiders, LLC January 2013 - May 2013
Jefferies & Company July 2011 - December 2012
Little Secret January 2011 - June 2011
Jefferies & Company June 2010 - August 2010
Viant Group, LLC July 2009 - September 2009
Skills
Valuation, Investment Banking, Bloomberg, PowerPoint, Excel, Mandarin, Cantonese, Taiwanese
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2010
BS, Business Administration, 3.7
The Hun School of Princeton 2003 — 2007
High School Diploma
Michael Khachanov's Jefferies & Company Experience July 2007 - November 2008
Job Account Executive at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. November 2009 - Present
Jefferies & Company July 2007 - November 2008
Skills
Microsoft Excel, Social Media Marketing, SAP, Strategic Partnerships, Passion to Succeed, Passion for Helping..., Social Media, Advertising, Public Relations, Adaptable to Changes, Memorization, Eagerness to Learn, Management, Problem Solving, Coachable, Event Management, PowerPoint, Finance, Marketing Strategy, Video Production, Social Networking, Digital Media, Excel models, Quick Study, Content Strategy, Interactive Marketing, Integrated Marketing, Digital Marketing, Statistics, Entertainment, Acting
Education
University of Southern California 2015 — 2018
Master of Fine Arts (MFA), Acting
UC Berkeley Haas School of Business 2003 — 2007
Bachelor of Science (B.S.) in Business Administration / Bachelor of Arts (B.A.) in Economics, Summa Cum Laude
NBCUniversal, Inc. November 2009 - Present
Jefferies & Company July 2007 - November 2008
Skills
Microsoft Excel, Social Media Marketing, SAP, Strategic Partnerships, Passion to Succeed, Passion for Helping..., Social Media, Advertising, Public Relations, Adaptable to Changes, Memorization, Eagerness to Learn, Management, Problem Solving, Coachable, Event Management, PowerPoint, Finance, Marketing Strategy, Video Production, Social Networking, Digital Media, Excel models, Quick Study, Content Strategy, Interactive Marketing, Integrated Marketing, Digital Marketing, Statistics, Entertainment, Acting
Education
University of Southern California 2015 — 2018
Master of Fine Arts (MFA), Acting
UC Berkeley Haas School of Business 2003 — 2007
Bachelor of Science (B.S.) in Business Administration / Bachelor of Arts (B.A.) in Economics, Summa Cum Laude
Neil Flanagan Neil Flanagan's Jefferies & Company Experience March 2009 - Present
Job MD at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company March 2009 - Present
Bear Stearns June 1990 - August 2008
Education
University at Albany 1983 — 1987
Bachelor of Science (B.S.), Financial Decision Systems
Bishop Scully HIgh School
Jefferies & Company March 2009 - Present
Bear Stearns June 1990 - August 2008
Education
University at Albany 1983 — 1987
Bachelor of Science (B.S.), Financial Decision Systems
Bishop Scully HIgh School
Justin Rachner's Jefferies & Company Experience May 2006 - October 2008
Job Director Transaction Advisory Services at Hein & Associates
Industry Oil & Energy
Experience
Hein & Associates September 2015 - Present
WG Consulting, LLC December 2013 - August 2015
International Soccer Development Center June 2012 - December 2013
Sunrise Securities February 2009 - June 2012
Jefferies & Company May 2006 - October 2008
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Hein & Associates September 2015 - Present
WG Consulting, LLC December 2013 - August 2015
International Soccer Development Center June 2012 - December 2013
Sunrise Securities February 2009 - June 2012
Jefferies & Company May 2006 - October 2008
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brian Fitzgerald Brian Fitzgerald's Jefferies & Company Experience June 2012 - Present
Job Managing Director at Jefferies & Company
Industry Internet
Experience
Jefferies & Company June 2012 - Present
UBS Investment Bank May 2009 - June 2012
Bank of America April 2006 - April 2009
Morgan Stanley March 2000 - April 2006
Morgan Stanley August 1997 - March 2000
2-7 Cavalry / 1-10 Cavalry / Task Force 4-4 July 1991 - July 1997
Skills
Investment Analysis, Equity Valuation, Financial Analysis, Competitive Analysis, Strategic Analysis, Helicopter Pilot, Analysis, Business Planning, Capital Markets, Corporate Finance, E-commerce, Equity Research, Equities, Finance, Financial Modeling, Forecasting, Hedge Funds, Investments, Leadership, Management, Mergers, Process Improvement, Strategy, Valuation
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
United States Military Academy at West Point 1987 — 1991
BS, Mathematical Economics / Computer Science Engineering
Jefferies & Company June 2012 - Present
UBS Investment Bank May 2009 - June 2012
Bank of America April 2006 - April 2009
Morgan Stanley March 2000 - April 2006
Morgan Stanley August 1997 - March 2000
2-7 Cavalry / 1-10 Cavalry / Task Force 4-4 July 1991 - July 1997
Skills
Investment Analysis, Equity Valuation, Financial Analysis, Competitive Analysis, Strategic Analysis, Helicopter Pilot, Analysis, Business Planning, Capital Markets, Corporate Finance, E-commerce, Equity Research, Equities, Finance, Financial Modeling, Forecasting, Hedge Funds, Investments, Leadership, Management, Mergers, Process Improvement, Strategy, Valuation
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
United States Military Academy at West Point 1987 — 1991
BS, Mathematical Economics / Computer Science Engineering
Luke Katz Luke Katz's Jefferies & Company Experience May 2013 - August 2013
Job Analyst, Strategy & Analytics at DigitasLBi
Industry Internet
Experience
DigitasLBi_US June 2015 - Present
Acquia June 2014 - May 2015
Jefferies & Company May 2013 - August 2013
Kirshenbaum Bond Senecal + Partners June 2011 - August 2011
Skills
Social Media, Digital Strategy, Microsoft Excel, PowerPoint, Social Media Marketing, Drupal, Web Content, CMS, Digital Marketing, Spanish, Microsoft Office, Microsoft Word, Facebook, Social Networking, Teamwork, Public Relations, Marketing Strategy, Fixed Income, Research, Market Research, CRM, Salesforce.com, Omniture
Education
Tufts University 2010 — 2014
Bachelor of Arts (BA), Economics
Syracuse University in Madrid 2013 — 2013
Packer Collegiate Institute 1999 — 2010
DigitasLBi_US June 2015 - Present
Acquia June 2014 - May 2015
Jefferies & Company May 2013 - August 2013
Kirshenbaum Bond Senecal + Partners June 2011 - August 2011
Skills
Social Media, Digital Strategy, Microsoft Excel, PowerPoint, Social Media Marketing, Drupal, Web Content, CMS, Digital Marketing, Spanish, Microsoft Office, Microsoft Word, Facebook, Social Networking, Teamwork, Public Relations, Marketing Strategy, Fixed Income, Research, Market Research, CRM, Salesforce.com, Omniture
Education
Tufts University 2010 — 2014
Bachelor of Arts (BA), Economics
Syracuse University in Madrid 2013 — 2013
Packer Collegiate Institute 1999 — 2010
Laura Terheyden Laura Terheyden's Jefferies & Company Experience September 2006 - September 2007
Job Product and Analytics Recruiting Lead at Airbnb
Industry Internet
Experience
Airbnb May 2013 - Present
FiveStars October 2012 - May 2013
Zynga May 2012 - October 2012
Zynga May 2011 - May 2012
McKesson February 2010 - May 2011
McKesson October 2007 - January 2010
McKesson Corp. January 2009 - July 2009
Jefferies & Company September 2006 - September 2007
Skills
Recruiting, Talent Management, Human Resources, Project Management, Leadership, Social Networking, Analytics, Sales, Strategy, Change Management, Start-ups, Management, Marketing, CRM
Education
University of California, Berkeley 2001 — 2005
Sociology
St. Ignatius college prep
Airbnb May 2013 - Present
FiveStars October 2012 - May 2013
Zynga May 2012 - October 2012
Zynga May 2011 - May 2012
McKesson February 2010 - May 2011
McKesson October 2007 - January 2010
McKesson Corp. January 2009 - July 2009
Jefferies & Company September 2006 - September 2007
Skills
Recruiting, Talent Management, Human Resources, Project Management, Leadership, Social Networking, Analytics, Sales, Strategy, Change Management, Start-ups, Management, Marketing, CRM
Education
University of California, Berkeley 2001 — 2005
Sociology
St. Ignatius college prep
Brooks Marshall Brooks Marshall's Jefferies & Company Experience 2007 - 2008
Job Vice President of Business Development at U.S. HealthWorks
Industry Hospital & Health Care
Experience
U.S. HealthWorks October 2013 - Present
U.S. HealthWorks December 2012 - October 2013
InSight Health Corp. January 2009 - November 2012
Jefferies & Company 2007 - 2008
CIT 2006 - 2007
SunTrust Bank 2004 - 2006
Skills
Healthcare, Mergers, Corporate Development, Financial Modeling, Strategic Planning, Corporate Finance, Financial Analysis, Acquisitions, Strategic Partnerships, Due Diligence, Valuation, Transition Management, Presentations, Process Improvement, Mergers & Acquisitions, Healthcare Industry, Management, Business Strategy, Leadership, Private Equity, Executive Management
Education
University of Kentucky 2002 — 2003
MA, Patterson School - International Commerce
Vanderbilt University 1997 — 2001
BA, Spanish
Universidad Complutense de Madrid 1999 — 1999
Vanderbilt Study Abroad Program
The Gilman School 1985 — 1997
U.S. HealthWorks October 2013 - Present
U.S. HealthWorks December 2012 - October 2013
InSight Health Corp. January 2009 - November 2012
Jefferies & Company 2007 - 2008
CIT 2006 - 2007
SunTrust Bank 2004 - 2006
Skills
Healthcare, Mergers, Corporate Development, Financial Modeling, Strategic Planning, Corporate Finance, Financial Analysis, Acquisitions, Strategic Partnerships, Due Diligence, Valuation, Transition Management, Presentations, Process Improvement, Mergers & Acquisitions, Healthcare Industry, Management, Business Strategy, Leadership, Private Equity, Executive Management
Education
University of Kentucky 2002 — 2003
MA, Patterson School - International Commerce
Vanderbilt University 1997 — 2001
BA, Spanish
Universidad Complutense de Madrid 1999 — 1999
Vanderbilt Study Abroad Program
The Gilman School 1985 — 1997
Eric Cho Eric Cho's Jefferies & Company Experience 2005 - 2008
Job Vice President at Lazard
Industry Financial Services
Simon Wu's Jefferies & Company Experience June 2010 - August 2010
Job Senior Associate, Corporate Development at VMware
Industry Investment Banking
Experience
VMware July 2014 - Present
VMware November 2012 - Present
UBS Investment Bank July 2011 - November 2012
Jefferies & Company June 2010 - August 2010
Mainsail Partners June 2009 - December 2009
Skills
Leveraged Finance, Corporate Development, Mergers & Acquisitions, Investment Banking, Financial Modeling, Strategy, Investments, Portfolio Management, Private Equity, Microsoft Excel
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
B.S., Business Administration
University of California, Berkeley 2007 — 2011
B.A., Operations Research and Management Science
VMware July 2014 - Present
VMware November 2012 - Present
UBS Investment Bank July 2011 - November 2012
Jefferies & Company June 2010 - August 2010
Mainsail Partners June 2009 - December 2009
Skills
Leveraged Finance, Corporate Development, Mergers & Acquisitions, Investment Banking, Financial Modeling, Strategy, Investments, Portfolio Management, Private Equity, Microsoft Excel
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
B.S., Business Administration
University of California, Berkeley 2007 — 2011
B.A., Operations Research and Management Science
Cecilia Leung, CPA Cecilia Leung, CPA's Jefferies & Company Experience July 2013 - August 2015
Job Experienced Professional in Finance and Accounting
Industry Financial Services
Experience
Fora Financial September 2015 - Present
Jefferies & Company July 2013 - August 2015
J.P. Morgan Private Bank January 2010 - July 2013
RBC Capital Markets 2008 - 2010
PwC 2006 - 2008
Ernst & Young 2005 - 2006
State Street Bank & Trust Co. (formerly Investors Bank & Trust) 2003 - 2005
Skills
Series 7, Auditing, Hedge Funds, Financial Reporting, Accounting, Financial Analysis, Due Diligence, Financial Planning, Financial Accounting, Private Equity, Investments, Mutual Funds, Compliance, Risk Management, Internal Controls, IFRS, Audit, Banking, Cash Management, Budgeting, Forecasting, Equities, Asset Management, Financial Risk, Portfolio Management
Education
New York Institute of Finance
Certificate in Accounting for Derivatives and Hedging
University of California, Berkeley 2004 — 2005
International Post-Graduate Program in Global Business Management
University of Toronto - Rotman School of Management 1999 — 2003
Bachelor of Commerce, Finance and Economics
Royal Conservatory of Music
Piano Performance Associateship Diploma (A.R.C.T.) with Honors
Fora Financial September 2015 - Present
Jefferies & Company July 2013 - August 2015
J.P. Morgan Private Bank January 2010 - July 2013
RBC Capital Markets 2008 - 2010
PwC 2006 - 2008
Ernst & Young 2005 - 2006
State Street Bank & Trust Co. (formerly Investors Bank & Trust) 2003 - 2005
Skills
Series 7, Auditing, Hedge Funds, Financial Reporting, Accounting, Financial Analysis, Due Diligence, Financial Planning, Financial Accounting, Private Equity, Investments, Mutual Funds, Compliance, Risk Management, Internal Controls, IFRS, Audit, Banking, Cash Management, Budgeting, Forecasting, Equities, Asset Management, Financial Risk, Portfolio Management
Education
New York Institute of Finance
Certificate in Accounting for Derivatives and Hedging
University of California, Berkeley 2004 — 2005
International Post-Graduate Program in Global Business Management
University of Toronto - Rotman School of Management 1999 — 2003
Bachelor of Commerce, Finance and Economics
Royal Conservatory of Music
Piano Performance Associateship Diploma (A.R.C.T.) with Honors
Eric Hu Eric Hu's Jefferies & Company Experience July 2006 - January 2009
Job Facebook
Industry Internet
Experience
Facebook May 2014 - Present
JMI Equity April 2011 - April 2014
eHarmony.com January 2009 - March 2011
Jefferies & Company July 2006 - January 2009
Skills
Corporate Development, Investment Banking, Strategic Partnerships, Investments, Equities, Venture Capital, Financial Modeling, Valuation, Private Equity, Corporate Finance, LBO, Mergers, Due Diligence, Financial Analysis, Growth Capital, Emerging Markets, Mergers & Acquisitions, Analytics, M&A experience
Education
University of California, San Diego 2002 — 2006
BS, Quantitative Economics
Facebook May 2014 - Present
JMI Equity April 2011 - April 2014
eHarmony.com January 2009 - March 2011
Jefferies & Company July 2006 - January 2009
Skills
Corporate Development, Investment Banking, Strategic Partnerships, Investments, Equities, Venture Capital, Financial Modeling, Valuation, Private Equity, Corporate Finance, LBO, Mergers, Due Diligence, Financial Analysis, Growth Capital, Emerging Markets, Mergers & Acquisitions, Analytics, M&A experience
Education
University of California, San Diego 2002 — 2006
BS, Quantitative Economics
Cobb Milner Cobb Milner's Jefferies & Company Experience 1985 - 1987
Job President at GR Hospitality
Industry Hospitality
Experience
Bistro Roca 2005 - Present
GR Hospitality 1998 - Present
Jefferies & Company 1985 - 1987
Prudential Bache Securities 1979 - 1985
Skills
Wine, Marketing Strategy, Public Speaking, Strategic Planning, Hospitality, Restaurants, Event Planning, Tourism, Business Strategy, Cuisine, New Business Development, Advertising, Event Management, Management, Public Relations, Small Business, Fundraising, Coaching
Education
The University of Chicago 1977 — 1979
MBA, Finance
Union College 1973 — 1977
Bachelor of Science (BSc), Mechanical Engineering
Changes, Inc
Bistro Roca 2005 - Present
GR Hospitality 1998 - Present
Jefferies & Company 1985 - 1987
Prudential Bache Securities 1979 - 1985
Skills
Wine, Marketing Strategy, Public Speaking, Strategic Planning, Hospitality, Restaurants, Event Planning, Tourism, Business Strategy, Cuisine, New Business Development, Advertising, Event Management, Management, Public Relations, Small Business, Fundraising, Coaching
Education
The University of Chicago 1977 — 1979
MBA, Finance
Union College 1973 — 1977
Bachelor of Science (BSc), Mechanical Engineering
Changes, Inc
Joe Nugent Joe Nugent's Jefferies & Company Experience March 2011 - Present
Job SVP at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company March 2011 - Present
KLG Advisors November 2008 - March 2011
Duff Capital Advisors December 2007 - October 2008
Credit Suisse July 2004 - October 2007
Morgan Stanley January 1996 - February 2003
Skills
Capital Markets, Derivatives, Fixed Income, Equities, Investment Banking, Hedge Funds, Risk Management, Financial Modeling, Asset Managment, Trading Systems, Alternative Investments, FX Options, Securities, Valuation, Private Equity, Banking, Financial Markets, Investments, Bloomberg, Financial Risk, Asset Management, Trading, Portfolio Management, Financial Services, Back Office, Structured Products, Options, Credit Derivatives, Electronic Trading, Equity Derivatives, Bonds, Swaps, Middle Office, Market Risk
Education
University at Buffalo
Jefferies & Company March 2011 - Present
KLG Advisors November 2008 - March 2011
Duff Capital Advisors December 2007 - October 2008
Credit Suisse July 2004 - October 2007
Morgan Stanley January 1996 - February 2003
Skills
Capital Markets, Derivatives, Fixed Income, Equities, Investment Banking, Hedge Funds, Risk Management, Financial Modeling, Asset Managment, Trading Systems, Alternative Investments, FX Options, Securities, Valuation, Private Equity, Banking, Financial Markets, Investments, Bloomberg, Financial Risk, Asset Management, Trading, Portfolio Management, Financial Services, Back Office, Structured Products, Options, Credit Derivatives, Electronic Trading, Equity Derivatives, Bonds, Swaps, Middle Office, Market Risk
Education
University at Buffalo
Richard Parman Richard Parman's Jefferies & Company Experience January 1999 - December 2003
Job Business System Analyst at Harbor Freight Tools
Industry Investment Banking
Experience
Harbor Freight Tools March 2015 - Present
Farmers Insurance June 2012 - December 2014
Self-Employed September 2010 - May 2012
Jefferies & Company, Inc January 2004 - August 2010
Jefferies & Company January 1999 - December 2003
Jefferies & Company January 1995 - December 1998
Jefferies & Company June 1991 - December 1995
Skills
SDLC, Business Analysis, Visio, Investment Banking, Process Improvement, Disaster Recovery, Business Process, Business Requirements, CRM, MS Project, Application Support, Requirements Analysis, Training, Software Documentation, Systems Analysis, Security, Lotus Notes, Infrastructure, XML, Leadership
Education
University of California, Irvine
Bachelor of Fine Arts
Harbor Freight Tools March 2015 - Present
Farmers Insurance June 2012 - December 2014
Self-Employed September 2010 - May 2012
Jefferies & Company, Inc January 2004 - August 2010
Jefferies & Company January 1999 - December 2003
Jefferies & Company January 1995 - December 1998
Jefferies & Company June 1991 - December 1995
Skills
SDLC, Business Analysis, Visio, Investment Banking, Process Improvement, Disaster Recovery, Business Process, Business Requirements, CRM, MS Project, Application Support, Requirements Analysis, Training, Software Documentation, Systems Analysis, Security, Lotus Notes, Infrastructure, XML, Leadership
Education
University of California, Irvine
Bachelor of Fine Arts
Kalpesh Patel Kalpesh Patel's Jefferies & Company Experience 2008 - 2011
Job Research Analyst at Barclays
Industry Investment Banking
Experience
Barclays Capital 2012 - Present
Jefferies & Company 2008 - 2011
Bear Stearns 2005 - 2008
Lazard Asset Management 2002 - 2005
Deutsche Asset Management 2001 - 2002
Sanford C. Bernstein 1999 - 2001
DE Shaw 1999 - 1999
Skills
Equities, Equity Research, Industrials, Coal, Engineering, Construction, E&C, Engineering &..., Metals, Mining, Metals & Mining, Building Products, Building Materials, Investments, Investment Management, Investment Research, Valuation, Factset, Bloomberg, Fundamental Research, Research, Financial Modeling, Stock Picking, Series 7, Equity Valuation, Gold, Silver, Portfolio Management, Industrial Sector, Capital Markets, Asset Management, Trading, Hedge Funds, Fixed Income
Education
CFA Institute 2000 — 2003
CFA Charterholder
Tufts University 1995 — 1999
Bachelor of Arts
Barclays Capital 2012 - Present
Jefferies & Company 2008 - 2011
Bear Stearns 2005 - 2008
Lazard Asset Management 2002 - 2005
Deutsche Asset Management 2001 - 2002
Sanford C. Bernstein 1999 - 2001
DE Shaw 1999 - 1999
Skills
Equities, Equity Research, Industrials, Coal, Engineering, Construction, E&C, Engineering &..., Metals, Mining, Metals & Mining, Building Products, Building Materials, Investments, Investment Management, Investment Research, Valuation, Factset, Bloomberg, Fundamental Research, Research, Financial Modeling, Stock Picking, Series 7, Equity Valuation, Gold, Silver, Portfolio Management, Industrial Sector, Capital Markets, Asset Management, Trading, Hedge Funds, Fixed Income
Education
CFA Institute 2000 — 2003
CFA Charterholder
Tufts University 1995 — 1999
Bachelor of Arts
Austin Walsh's Jefferies & Company Experience July 2011 - June 2013
Job Senior Associate at Duncan Family Office
Industry Investment Management
Experience
Duncan Family Office August 2015 - Present
Brazos Private Equity Partners July 2013 - June 2015
Jefferies & Company July 2011 - June 2013
Education
The University of Texas at Austin
Duncan Family Office August 2015 - Present
Brazos Private Equity Partners July 2013 - June 2015
Jefferies & Company July 2011 - June 2013
Education
The University of Texas at Austin
Vishal Kumar Gupta Vishal Kumar Gupta's Jefferies & Company Experience June 2008 - October 2009
Job Senior Analyst at JHL Capital Group LLC
Industry Investment Management
Experience
JHL Capital Group LLC July 2015 - Present
JHL Capital Group LLC May 2014 - August 2014
TPG Capital August 2011 - July 2013
Morgan Stanley October 2009 - July 2011
Jefferies & Company June 2008 - October 2009
Citi June 2005 - August 2005
Skills
Investment Banking, LBO, Private Equity, Valuation, Financial Modeling, Capital IQ, Corporate Finance, DCF, Bloomberg, Due Diligence, Capital Markets, Special Situations, M&A experience, Corporate Development
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Finance / Accounting / Management
University of California, Berkeley 2004 — 2008
BA & BS, Economics / Business Administration
JHL Capital Group LLC July 2015 - Present
JHL Capital Group LLC May 2014 - August 2014
TPG Capital August 2011 - July 2013
Morgan Stanley October 2009 - July 2011
Jefferies & Company June 2008 - October 2009
Citi June 2005 - August 2005
Skills
Investment Banking, LBO, Private Equity, Valuation, Financial Modeling, Capital IQ, Corporate Finance, DCF, Bloomberg, Due Diligence, Capital Markets, Special Situations, M&A experience, Corporate Development
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Finance / Accounting / Management
University of California, Berkeley 2004 — 2008
BA & BS, Economics / Business Administration
Chris Bunzel Chris Bunzel's Jefferies & Company Experience July 2011 - August 2012
Job Investment Associate at Partners Capital LLP
Industry Investment Banking
Experience
Partners Capital LLP September 2012 - Present
Jefferies & Company July 2011 - August 2012
Eaton Vance Corporation June 2010 - August 2010
Skanska USA Civil Northeast May 2008 - August 2009
Skills
DCF, Valuation, Financial Modeling, Corporate Finance, Bloomberg, Equity Research, Asset Management, Excel, Investment Banking, Mergers, Financial Analysis, Microsoft Office, Accounting, Business Valuation, PowerPoint, Economics
Education
Boston College, Carroll School of Management 2007 — 2011
Bachelor of Science, Finance, Mathematics
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Business
Partners Capital LLP September 2012 - Present
Jefferies & Company July 2011 - August 2012
Eaton Vance Corporation June 2010 - August 2010
Skanska USA Civil Northeast May 2008 - August 2009
Skills
DCF, Valuation, Financial Modeling, Corporate Finance, Bloomberg, Equity Research, Asset Management, Excel, Investment Banking, Mergers, Financial Analysis, Microsoft Office, Accounting, Business Valuation, PowerPoint, Economics
Education
Boston College, Carroll School of Management 2007 — 2011
Bachelor of Science, Finance, Mathematics
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Business
Andrew Duenner's Jefferies & Company Experience June 2011 - August 2011
Job Mechanical Engineering Student at The University of Texas at Austin
Industry Mechanical or Industrial Engineering
Experience
The University of Texas at Austin June 2015 - Present
Oklahoma Forge, Inc. 2012 - Present
Satori Capital July 2012 - September 2012
EDS Financial Trading and Technology Center August 2011 - May 2012
Jefferies & Company June 2011 - August 2011
Sony Computer Entertainment America May 2010 - July 2010
Power 10 Solutions May 2009 - October 2009
Crisis Intervention of Houston 2008 - 2008
Skills
Mechanical Engineering, Engineering, Microsoft Excel, Solidworks, Matlab, PLC Programming, Financial Modeling, Corporate Finance, Investments, Investment Banking, Due Diligence, Valuation, Data Analysis, Energy, AutoCAD, Project Engineering, Analysis, Statistics, Business Valuation, Design for Manufacturing, PowerPoint, Process Engineering, Product Design, NI LabVIEW, Mechatronics, Microsoft Office, SolidWorks
Education
The University of Texas at Austin 2014 — 2016
Mechanical Engineering
University of Tulsa
Bachelor of Science (B.S.), Mechanical Engineering
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Finance
St. John's High School 2004 — 2008
The University of Texas at Austin June 2015 - Present
Oklahoma Forge, Inc. 2012 - Present
Satori Capital July 2012 - September 2012
EDS Financial Trading and Technology Center August 2011 - May 2012
Jefferies & Company June 2011 - August 2011
Sony Computer Entertainment America May 2010 - July 2010
Power 10 Solutions May 2009 - October 2009
Crisis Intervention of Houston 2008 - 2008
Skills
Mechanical Engineering, Engineering, Microsoft Excel, Solidworks, Matlab, PLC Programming, Financial Modeling, Corporate Finance, Investments, Investment Banking, Due Diligence, Valuation, Data Analysis, Energy, AutoCAD, Project Engineering, Analysis, Statistics, Business Valuation, Design for Manufacturing, PowerPoint, Process Engineering, Product Design, NI LabVIEW, Mechatronics, Microsoft Office, SolidWorks
Education
The University of Texas at Austin 2014 — 2016
Mechanical Engineering
University of Tulsa
Bachelor of Science (B.S.), Mechanical Engineering
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Finance
St. John's High School 2004 — 2008
Davis Hwang Davis Hwang's Jefferies & Company Experience July 2005 - December 2008
Job Finance Manager at Mattel
Industry Consumer Goods
Experience
Mattel November 2014 - Present
Mattel April 2013 - November 2014
Mattel August 2012 - April 2013
Sweet Lady Jane September 2011 - August 2012
Jefferies & Company July 2005 - December 2008
Skills
Financial Modeling, Strategy, Investments, Due Diligence, Valuation, Finance, Mergers & Acquisitions, Corporate Development, Investment Banking, Forecasting, Corporate Finance, Strategic Partnerships, Venture Capital, Financial Analysis, Management, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
University of Michigan - Stephen M. Ross School of Business
BBA
Mattel November 2014 - Present
Mattel April 2013 - November 2014
Mattel August 2012 - April 2013
Sweet Lady Jane September 2011 - August 2012
Jefferies & Company July 2005 - December 2008
Skills
Financial Modeling, Strategy, Investments, Due Diligence, Valuation, Finance, Mergers & Acquisitions, Corporate Development, Investment Banking, Forecasting, Corporate Finance, Strategic Partnerships, Venture Capital, Financial Analysis, Management, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
University of Michigan - Stephen M. Ross School of Business
BBA
Peter Byron, CPA/CITP, CISA, CRISC Peter Byron, CPA/CITP, CISA, CRISC's Jefferies & Company Experience January 2010 - August 2014
Job IT Audit Director at GE Capital
Industry Investment Banking
Experience
GE Capital August 2014 - Present
New York State Board of Public Accountancy June 2013 - February 2015
Jefferies & Company January 2010 - August 2014
Bank of New York Mellon August 2002 - January 2010
PricewaterhouseCoopers August 1997 - August 2002
KPMG January 1993 - July 1997
Skills
Accounting, Audit, Equities, Investment Banking, Trading, Fixed Income, Risk Management, Capital Markets, IT Audit, Banking, Change Management, SOX, CISA, Auditing, Market Risk, COBIT, Insurance, Internal Audit, Internal Controls, IT Risk, SAS70, Business Continuity, Business Process, Disaster Recovery, Financial Risk, Information Technology, Risk Assessment, Sarbanes-Oxley Act, SDLC, Security, Governance
Education
State University of New York at Albany 1995 — 1997
Master of Science (MS), Accounting and MIS
State University of New York at Albany 1988 — 1992
Bachelor of Arts (BA), Criminal Justice
GE Capital August 2014 - Present
New York State Board of Public Accountancy June 2013 - February 2015
Jefferies & Company January 2010 - August 2014
Bank of New York Mellon August 2002 - January 2010
PricewaterhouseCoopers August 1997 - August 2002
KPMG January 1993 - July 1997
Skills
Accounting, Audit, Equities, Investment Banking, Trading, Fixed Income, Risk Management, Capital Markets, IT Audit, Banking, Change Management, SOX, CISA, Auditing, Market Risk, COBIT, Insurance, Internal Audit, Internal Controls, IT Risk, SAS70, Business Continuity, Business Process, Disaster Recovery, Financial Risk, Information Technology, Risk Assessment, Sarbanes-Oxley Act, SDLC, Security, Governance
Education
State University of New York at Albany 1995 — 1997
Master of Science (MS), Accounting and MIS
State University of New York at Albany 1988 — 1992
Bachelor of Arts (BA), Criminal Justice
Alex Kelsey Alex Kelsey's Jefferies & Company Experience September 2009 - June 2013
Job Associate at Wasserstein & Co.
Industry Investment Banking
Experience
Wasserstein & Co. June 2013 - Present
Jefferies & Company September 2009 - June 2013
Skills
High Yield Bonds, Leveraged Finance, Microsoft Office, Distressed Debt, Analytical Models, Financial Markets
Education
University of Wisconsin-Madison 2005 — 2009
Bachelor's degree, Finance, Investment, and Banking
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Bachelor's degree
Wasserstein & Co. June 2013 - Present
Jefferies & Company September 2009 - June 2013
Skills
High Yield Bonds, Leveraged Finance, Microsoft Office, Distressed Debt, Analytical Models, Financial Markets
Education
University of Wisconsin-Madison 2005 — 2009
Bachelor's degree, Finance, Investment, and Banking
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Bachelor's degree
Grant Sutton Grant Sutton's Jefferies & Company Experience May 2012 - June 2012
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Atlas Diligence, LLC May 2013 - August 2013
Jefferies & Company May 2012 - June 2012
Positive Distribution, LLC June 2011 - August 2011
Skills
Microsoft Office, Spanish, Social Media, Bloomberg Terminal, Strategic Thinking, Group Work, Team Leadership, Fixed Income, Capital Markets, Economics, Facebook, Investments, Private Equity, PowerPoint, Microsoft Excel, Public Speaking, Quantitative Analytics
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science in Business Administration, Corporate Finance and Entrepeneurship
Durham Academy
Universidad de Salamanca
Study Abroad
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Atlas Diligence, LLC May 2013 - August 2013
Jefferies & Company May 2012 - June 2012
Positive Distribution, LLC June 2011 - August 2011
Skills
Microsoft Office, Spanish, Social Media, Bloomberg Terminal, Strategic Thinking, Group Work, Team Leadership, Fixed Income, Capital Markets, Economics, Facebook, Investments, Private Equity, PowerPoint, Microsoft Excel, Public Speaking, Quantitative Analytics
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science in Business Administration, Corporate Finance and Entrepeneurship
Durham Academy
Universidad de Salamanca
Study Abroad
Andrew Lo Andrew Lo's Jefferies & Company Experience April 2013 - July 2013
Job Fund Administrator at Western Asset Management
Industry Accounting
Experience
Western Asset Management July 2013 - Present
Jefferies & Company April 2013 - July 2013
Panda Restaurant Group June 2011 - April 2013
Skills
Financial Analysis, Account Reconciliation, Bloomberg Terminal, Microsoft Office, Financial Reporting, Fixed Income, Fund Accounting, Fund Administration, Oracle, Master Data Management, Yardi, Auditing, Bank Reconciliation, PeopleSoft, InvestOne, Static Data, Mutual Funds, Financial Statements, SharePoint, ADP Payroll, Sales & Use Tax, Large-scale Data..., Data Mapping, CMS, NAV, Confirmation, QuickBooks, Accounting
Education
University of California, Los Angeles 2011 — 2012
Certificate of Accounting, Accounting
University of California, San Diego 2006 — 2010
Bachelors of Science, Management Science
Western Asset Management July 2013 - Present
Jefferies & Company April 2013 - July 2013
Panda Restaurant Group June 2011 - April 2013
Skills
Financial Analysis, Account Reconciliation, Bloomberg Terminal, Microsoft Office, Financial Reporting, Fixed Income, Fund Accounting, Fund Administration, Oracle, Master Data Management, Yardi, Auditing, Bank Reconciliation, PeopleSoft, InvestOne, Static Data, Mutual Funds, Financial Statements, SharePoint, ADP Payroll, Sales & Use Tax, Large-scale Data..., Data Mapping, CMS, NAV, Confirmation, QuickBooks, Accounting
Education
University of California, Los Angeles 2011 — 2012
Certificate of Accounting, Accounting
University of California, San Diego 2006 — 2010
Bachelors of Science, Management Science
Christian Eder Christian Eder's Jefferies & Company Experience June 2011 - August 2011
Job Senior Finance Manager at Pillow Homes
Industry Real Estate
Experience
Pillow Homes July 2015 - Present
Sunrun September 2014 - April 2015
Wells Fargo Securities July 2012 - August 2014
Jefferies & Company June 2011 - August 2011
KPMG September 2006 - February 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, M&A experience, Mergers, Corporate Finance, Investment Banking, Bloomberg, Capital IQ, Investments, Equity Research, Finance, Portfolio Management, Risk Management, Venture Capital
Education
University of California, Berkeley, Haas School of Business 2010 — 2012
MBA, Business
University of Southern California 2002 — 2006
BS, Finance, magna cum laude
Pillow Homes July 2015 - Present
Sunrun September 2014 - April 2015
Wells Fargo Securities July 2012 - August 2014
Jefferies & Company June 2011 - August 2011
KPMG September 2006 - February 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, M&A experience, Mergers, Corporate Finance, Investment Banking, Bloomberg, Capital IQ, Investments, Equity Research, Finance, Portfolio Management, Risk Management, Venture Capital
Education
University of California, Berkeley, Haas School of Business 2010 — 2012
MBA, Business
University of Southern California 2002 — 2006
BS, Finance, magna cum laude
Kevane Wong Kevane Wong's Jefferies & Company Experience July 1996 - August 2000
Job
Industry Investment Banking
Experience
Blue Shield of California November 2014 - Present
Corporate Diligence Specialists July 2013 - November 2014
JMP Securities August 2002 - June 2013
Private Consultant May 2001 - August 2002
InterBex Corporation August 2000 - May 2001
Jefferies & Company July 1996 - August 2000
Transglobal Investments/Paulson Investment Company June 1994 - February 1996
Skills
Building Relationships, Business Analysis, Business Communications, Business Planning, Business Writing, Competitive Analysis, Corporate Finance, Capital Markets, Data Analysis, Emerging Trends, Equities, Equity Research, Financial Modeling, Financial Services, Idea Generation, Investment Banking, Investments, Investors, Manage Client..., Pitching Ideas, Relationship Management, Start-ups, Valuation, Written & Oral..., IPO, Forecasting, Securities
Education
University of California, Davis - Graduate School of Management 1993 — 1995
MBA, Finance/Accounting
University of California, Berkeley 1984 — 1988
BA, Religious Studies
Blue Shield of California November 2014 - Present
Corporate Diligence Specialists July 2013 - November 2014
JMP Securities August 2002 - June 2013
Private Consultant May 2001 - August 2002
InterBex Corporation August 2000 - May 2001
Jefferies & Company July 1996 - August 2000
Transglobal Investments/Paulson Investment Company June 1994 - February 1996
Skills
Building Relationships, Business Analysis, Business Communications, Business Planning, Business Writing, Competitive Analysis, Corporate Finance, Capital Markets, Data Analysis, Emerging Trends, Equities, Equity Research, Financial Modeling, Financial Services, Idea Generation, Investment Banking, Investments, Investors, Manage Client..., Pitching Ideas, Relationship Management, Start-ups, Valuation, Written & Oral..., IPO, Forecasting, Securities
Education
University of California, Davis - Graduate School of Management 1993 — 1995
MBA, Finance/Accounting
University of California, Berkeley 1984 — 1988
BA, Religious Studies
Wes Caywood Wes Caywood's Jefferies & Company Experience May 2007 - April 2011
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2012 - Present
Private Investor April 2011 - May 2012
Jefferies & Company May 2007 - April 2011
Banc of America Securities October 2000 - May 2007
DLJ August 1999 - October 2000
US Navy May 1991 - November 1998
Education
Tulane University 1997 — 1999
MBA, Finance
United States Naval Academy 1987 — 1991
BS
J.P. Morgan May 2012 - Present
Private Investor April 2011 - May 2012
Jefferies & Company May 2007 - April 2011
Banc of America Securities October 2000 - May 2007
DLJ August 1999 - October 2000
US Navy May 1991 - November 1998
Education
Tulane University 1997 — 1999
MBA, Finance
United States Naval Academy 1987 — 1991
BS
Georgia Erbez Georgia Erbez's Jefferies & Company Experience May 2005 - April 2008
Job Chief Financial Officer
Industry Biotechnology
Experience
Raptor Pharmaceutical September 2012 - November 2014
Beal Advisors April 2008 - April 2013
Collins Stewart April 2011 - January 2012
Jefferies & Company May 2005 - April 2008
Cowen and Company 1998 - 2002
Hambrecht & Quist April 1997 - June 1998
Alex Brown & Sons July 1989 - January 1997
Skills
Mergers, Emerging Markets, Investment Banking, Valuation, Business Strategy, Financial Modeling, Strategic Planning, Strategy Development, Capital Structure, Biotechnology, Business Valuation, New Business Development, Corporate Finance, Financial Analysis, Strategy, Corporate Development, Mergers, Private Equity, Venture Capital, Mergers & Acquisitions
Education
University of California, Davis 1985 — 1989
BA, International Relations
Raptor Pharmaceutical September 2012 - November 2014
Beal Advisors April 2008 - April 2013
Collins Stewart April 2011 - January 2012
Jefferies & Company May 2005 - April 2008
Cowen and Company 1998 - 2002
Hambrecht & Quist April 1997 - June 1998
Alex Brown & Sons July 1989 - January 1997
Skills
Mergers, Emerging Markets, Investment Banking, Valuation, Business Strategy, Financial Modeling, Strategic Planning, Strategy Development, Capital Structure, Biotechnology, Business Valuation, New Business Development, Corporate Finance, Financial Analysis, Strategy, Corporate Development, Mergers, Private Equity, Venture Capital, Mergers & Acquisitions
Education
University of California, Davis 1985 — 1989
BA, International Relations
Danny Pang Danny Pang's Jefferies & Company Experience June 2011 - Present
Job Vice President, Portfolio Trading Systems at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2011 - Present
BTIG May 2010 - June 2011
AXA Rosenberg Investment Management LLC January 2006 - February 2010
Merrill Lynch April 2005 - December 2005
Morgan Stanley Barra November 2004 - April 2005
Moody's Analytics May 2002 - October 2004
InTime Software Inc March 2001 - March 2002
Altera Corporation March 1999 - March 2001
Cadence Design Systems, Inc March 1996 - March 1999
Intel Corporation May 1993 - March 1996
Skills
C#, Equities, Java, Software Development, XML, Unix, Databases, Microsoft SQL Server, Oracle, Perl, C
Education
The University of Texas at Austin 1989 — 1992
Master of Science, Electrical and Computer Engineering
The University of Texas at Austin 1986 — 1989
Bachelor, Engineering
Methodist College
Jefferies & Company June 2011 - Present
BTIG May 2010 - June 2011
AXA Rosenberg Investment Management LLC January 2006 - February 2010
Merrill Lynch April 2005 - December 2005
Morgan Stanley Barra November 2004 - April 2005
Moody's Analytics May 2002 - October 2004
InTime Software Inc March 2001 - March 2002
Altera Corporation March 1999 - March 2001
Cadence Design Systems, Inc March 1996 - March 1999
Intel Corporation May 1993 - March 1996
Skills
C#, Equities, Java, Software Development, XML, Unix, Databases, Microsoft SQL Server, Oracle, Perl, C
Education
The University of Texas at Austin 1989 — 1992
Master of Science, Electrical and Computer Engineering
The University of Texas at Austin 1986 — 1989
Bachelor, Engineering
Methodist College
Michael Eastwood Michael Eastwood's Jefferies & Company Experience September 2012 - Present
Job Director Of Americas Equity Research at Jefferies & Company
Industry Research
Experience
Jefferies & Company September 2012 - Present
Morgan Stanley January 2011 - September 2012
Morgan Stanley June 2009 - January 2011
Morgan Stanley August 1999 - June 2009
Dresdner Kleinwort June 1995 - April 1999
NatWest 1990 - 1995
Skills
Asset Allocation, Asset Managment, Bloomberg, Bonds, Business Strategy, Buy-side, Capital Markets, Corporate Finance, Credit Derivatives, Emerging Markets, Due Diligence, Equities, Equity Derivatives, Equity Research, Financial Analysis, Financial Markets, Financial Services, Fixed Income, Financial Modeling, Fixed Income Analysis, Hedge Funds, IPO, Investments, Investment Management, Investment Advisory, Portfolio Management, Management, Mergers, Private Equity, Prime Brokerage, Options, Securities, Series 7, Structured Products, Valuation, Venture Capital, Wealth Management, Equity Valuation, Investment Banking, Investment Strategies, Mutual Funds, Series 63, Trading
Education
University of Aberdeen 1986 — 1990
MA, Political Science
Edinburgh Academy 1980 — 1986
Master of Arts (MA)
Jefferies & Company September 2012 - Present
Morgan Stanley January 2011 - September 2012
Morgan Stanley June 2009 - January 2011
Morgan Stanley August 1999 - June 2009
Dresdner Kleinwort June 1995 - April 1999
NatWest 1990 - 1995
Skills
Asset Allocation, Asset Managment, Bloomberg, Bonds, Business Strategy, Buy-side, Capital Markets, Corporate Finance, Credit Derivatives, Emerging Markets, Due Diligence, Equities, Equity Derivatives, Equity Research, Financial Analysis, Financial Markets, Financial Services, Fixed Income, Financial Modeling, Fixed Income Analysis, Hedge Funds, IPO, Investments, Investment Management, Investment Advisory, Portfolio Management, Management, Mergers, Private Equity, Prime Brokerage, Options, Securities, Series 7, Structured Products, Valuation, Venture Capital, Wealth Management, Equity Valuation, Investment Banking, Investment Strategies, Mutual Funds, Series 63, Trading
Education
University of Aberdeen 1986 — 1990
MA, Political Science
Edinburgh Academy 1980 — 1986
Master of Arts (MA)
Lauren Esrock's Jefferies & Company Experience June 2008 - July 2010
Job Director, St. Regis Global Brand Management at Starwood Hotels & Resorts Worldwide, Inc.
Industry Leisure, Travel & Tourism
Experience
Starwood Hotels & Resorts Worldwide, Inc. July 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - July 2015
The Boston Consulting Group August 2012 - March 2014
Jefferies & Company June 2008 - July 2010
Bear Stearns June 2007 - June 2008
Education
UCLA Anderson School of Management 2010 — 2012
MBA
University of Pennsylvania - The Wharton School 2003 — 2007
Starwood Hotels & Resorts Worldwide, Inc. July 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - July 2015
The Boston Consulting Group August 2012 - March 2014
Jefferies & Company June 2008 - July 2010
Bear Stearns June 2007 - June 2008
Education
UCLA Anderson School of Management 2010 — 2012
MBA
University of Pennsylvania - The Wharton School 2003 — 2007
Kevin Fernandez's Jefferies & Company Experience May 2011 - August 2011
Job Associate Tech, Media & Telecom Research
Industry Financial Services
Experience
Coleman Research Group March 2014 - Present
KLS Professional Advisors, LLC July 2012 - March 2014
Jefferies & Company May 2011 - August 2011
Education
Villanova University 2008 — 2012
B.S. Finance, Finance & International Business - Minors: Economics & Spanish
Universidad de Sevilla 2011 — 2011
Finance, Spanish
Coleman Research Group March 2014 - Present
KLS Professional Advisors, LLC July 2012 - March 2014
Jefferies & Company May 2011 - August 2011
Education
Villanova University 2008 — 2012
B.S. Finance, Finance & International Business - Minors: Economics & Spanish
Universidad de Sevilla 2011 — 2011
Finance, Spanish
Natyira Feliz's Jefferies & Company Experience June 2012 - August 2012
Job Investment Banking Analyst at Jefferies & Company
Industry Investment Banking
Experience
Jefferies LLC July 2013 - Present
Jefferies & Company June 2012 - August 2012
Pathway Capital Management September 2011 - May 2012
Bank of America-Merrill Lynch October 2010 - March 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Thompson One, Capital IQ
Education
University of California 2009 — 2013
Bachelor of Arts, Business Economics
Jefferies LLC July 2013 - Present
Jefferies & Company June 2012 - August 2012
Pathway Capital Management September 2011 - May 2012
Bank of America-Merrill Lynch October 2010 - March 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Thompson One, Capital IQ
Education
University of California 2009 — 2013
Bachelor of Arts, Business Economics
Matthew Johan Matthew Johan's Jefferies & Company Experience August 2007 - May 2009
Job Head of New York Office at Arctic Securities
Industry Investment Banking
Experience
Arctic Securities AS April 2015 - Present
RS Platou Markets July 2012 - April 2015
RS Platou Markets October 2009 - June 2012
Jefferies & Company August 2007 - May 2009
Jefferies & Company August 2004 - July 2007
Education
University of California, Berkeley 1998 — 2003
Arctic Securities AS April 2015 - Present
RS Platou Markets July 2012 - April 2015
RS Platou Markets October 2009 - June 2012
Jefferies & Company August 2007 - May 2009
Jefferies & Company August 2004 - July 2007
Education
University of California, Berkeley 1998 — 2003
Yew Khor Yew Khor's Jefferies & Company Experience July 2011 - July 2013
Job Associate at Marlin Equity Partners
Industry Venture Capital & Private Equity
Experience
Marlin Equity Partners July 2013 - Present
Jefferies & Company July 2011 - July 2013
Skills
Information Technology, Clean Technology, Corporate Finance, Financial Modeling, Investment Banking, Valuation, DCF, Bloomberg, Financial Analysis, Mergers, Corporate Development, Private Equity, Equities, LBO, Due Diligence, Equity Research, Capital IQ, Venture Capital, Economics
Education
University of California, Berkeley 2007 — 2011
B.S., Materials Science and Engineering
Marlin Equity Partners July 2013 - Present
Jefferies & Company July 2011 - July 2013
Skills
Information Technology, Clean Technology, Corporate Finance, Financial Modeling, Investment Banking, Valuation, DCF, Bloomberg, Financial Analysis, Mergers, Corporate Development, Private Equity, Equities, LBO, Due Diligence, Equity Research, Capital IQ, Venture Capital, Economics
Education
University of California, Berkeley 2007 — 2011
B.S., Materials Science and Engineering
Dan Stahlschmidt Dan Stahlschmidt's Jefferies & Company Experience September 2009 - October 2011
Job Institutional Equity Sales Trader at UBS
Industry Investment Banking
Experience
UBS July 2014 - Present
Oppenheimer & Co. October 2011 - June 2014
Jefferies & Company September 2009 - October 2011
United States Navy 1999 - 2009
Skills
Management, Navy, Financial Modeling, Risk Management, Valuation, Equities, Portfolio Management, Program Management, Financial Analysis, Strategic Planning, Human Resources, Leadership, Strategy, Series 7, Investments, Asset Management, Business Strategy, Project Management, Team Leadership, Business Development
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
United States Naval Academy 1995 — 1999
Bachelor's of Science, Mechanical Engineering
UBS July 2014 - Present
Oppenheimer & Co. October 2011 - June 2014
Jefferies & Company September 2009 - October 2011
United States Navy 1999 - 2009
Skills
Management, Navy, Financial Modeling, Risk Management, Valuation, Equities, Portfolio Management, Program Management, Financial Analysis, Strategic Planning, Human Resources, Leadership, Strategy, Series 7, Investments, Asset Management, Business Strategy, Project Management, Team Leadership, Business Development
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
United States Naval Academy 1995 — 1999
Bachelor's of Science, Mechanical Engineering
Michael Cooley Michael Cooley's Jefferies & Company Experience May 2010 - Present
Job Managing Director Equity Sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company May 2010 - Present
Citi 2001 - 2010
Education
University of California, Berkeley
Bachelor's degree, Political Economy
Jefferies & Company May 2010 - Present
Citi 2001 - 2010
Education
University of California, Berkeley
Bachelor's degree, Political Economy
Chad Kahunahana's Jefferies & Company Experience November 2004 - May 2005
Job Founder, Citizen, Dreamer, Technologist, Investor
Industry Venture Capital & Private Equity
Experience
Experience Hawaii Tours LLC October 2011 - Present
Startup Hawaii March 2012 - Present
Merchant Street Capital January 2011 - Present
Next Door Partners February 2010 - December 2013
Horsley Bridge Partners October 2007 - January 2010
J.P. Morgan Securities Inc. 2006 - 2007
JPMorgan June 2005 - August 2005
Jefferies & Company November 2004 - May 2005
Procter & Gamble 2004 - 2004
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Investment Banking, Alternative Investments, Investment Advisory, Business Strategy, Strategic Analysis, Small Business, Entrepreneurship, E-commerce, Web Analytics, Social Entrepreneurship, Quantitative Analysis, Quantitative Finance, Accounting, Venture Capital, Analysis, Marketing, Analytics, Investments, Strategy, Start-ups, Valuation, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA, Majors: Business Honors Program and Finance. Minors: Management Science & Information and Sociology
Experience Hawaii Tours LLC October 2011 - Present
Startup Hawaii March 2012 - Present
Merchant Street Capital January 2011 - Present
Next Door Partners February 2010 - December 2013
Horsley Bridge Partners October 2007 - January 2010
J.P. Morgan Securities Inc. 2006 - 2007
JPMorgan June 2005 - August 2005
Jefferies & Company November 2004 - May 2005
Procter & Gamble 2004 - 2004
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Investment Banking, Alternative Investments, Investment Advisory, Business Strategy, Strategic Analysis, Small Business, Entrepreneurship, E-commerce, Web Analytics, Social Entrepreneurship, Quantitative Analysis, Quantitative Finance, Accounting, Venture Capital, Analysis, Marketing, Analytics, Investments, Strategy, Start-ups, Valuation, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA, Majors: Business Honors Program and Finance. Minors: Management Science & Information and Sociology
Christian Wenger Christian Wenger's Jefferies & Company Experience August 2007 - January 2010
Job President & CoFounder: Township Capital, LLC
Industry Capital Markets
Experience
Township Capital, LLC - Real Estate Private Equity August 2014 - Present
Merrill Lynch Private Bank September 2013 - June 2014
J.P. Morgan January 2010 - September 2013
Jefferies & Company August 2007 - January 2010
Skills
Investments, Wealth Management, Social Media, Financial Analysis, Marketing, Microsoft Office, Due Diligence, Social Networking, Leadership, Financial Modeling, Wealth Management..., Valuation, Capital Markets, Equities
Education
University of California, Los Angeles 2004 — 2008
Business Economics, French, Applied Mathematics
University of California, Los Angeles 2004 — 2008
Township Capital, LLC - Real Estate Private Equity August 2014 - Present
Merrill Lynch Private Bank September 2013 - June 2014
J.P. Morgan January 2010 - September 2013
Jefferies & Company August 2007 - January 2010
Skills
Investments, Wealth Management, Social Media, Financial Analysis, Marketing, Microsoft Office, Due Diligence, Social Networking, Leadership, Financial Modeling, Wealth Management..., Valuation, Capital Markets, Equities
Education
University of California, Los Angeles 2004 — 2008
Business Economics, French, Applied Mathematics
University of California, Los Angeles 2004 — 2008
Sarah Petner's Jefferies & Company Experience December 2010 - June 2013
Job Analyst/Investor Relations at Talson Partners L.P.
Industry Investment Management
Experience
Talson Partners L.P. February 2015 - Present
Twin Capital Management LLC June 2013 - August 2014
Jefferies & Company December 2010 - June 2013
FactSet Research Systems September 2008 - December 2010
UBS Financial Services June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Post 53 September 2000 - June 2004
Skills
Equities, Capital Markets, Portfolio Management, Investments, Fixed Income, Mutual Funds, Hedge Funds, Valuation, Business Development, Securities, Analysis, Private Equity, Asset Management, Bloomberg, Equity Research, Investor Relations
Education
Tulane University 2004 — 2008
Bachelor of Arts (BA), Political Science and Economics
Tulane University
Bachelor of Arts, Double; Political Science and Economics
Columbia University
Darien High School
Talson Partners L.P. February 2015 - Present
Twin Capital Management LLC June 2013 - August 2014
Jefferies & Company December 2010 - June 2013
FactSet Research Systems September 2008 - December 2010
UBS Financial Services June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Post 53 September 2000 - June 2004
Skills
Equities, Capital Markets, Portfolio Management, Investments, Fixed Income, Mutual Funds, Hedge Funds, Valuation, Business Development, Securities, Analysis, Private Equity, Asset Management, Bloomberg, Equity Research, Investor Relations
Education
Tulane University 2004 — 2008
Bachelor of Arts (BA), Political Science and Economics
Tulane University
Bachelor of Arts, Double; Political Science and Economics
Columbia University
Darien High School
Andres Copete Andres Copete's Jefferies & Company Experience July 2006 - August 2013
Job Executive Director at BBVA
Industry Investment Banking
Experience
BBVA August 2013 - Present
Jefferies & Company July 2006 - August 2013
Wachovia Securities, LLC August 2001 - June 2004
ABN AMRO January 1999 - August 2001
Skills
Capital Markets, Investment Banking, Finance, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Private Equity, Private Banking, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Universidad de Los Andes 1993 — 1998
BA, Economics
Colegio Anglo Colombiano 1981 — 1992
High School
BBVA August 2013 - Present
Jefferies & Company July 2006 - August 2013
Wachovia Securities, LLC August 2001 - June 2004
ABN AMRO January 1999 - August 2001
Skills
Capital Markets, Investment Banking, Finance, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Private Equity, Private Banking, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Universidad de Los Andes 1993 — 1998
BA, Economics
Colegio Anglo Colombiano 1981 — 1992
High School
Robert Cockburn Robert Cockburn's Jefferies & Company Experience March 2005 - April 2008
Job Chief Financial Officer at Kaplan Test Prep and Admissions
Industry Publishing
Experience
Kaplan Test Prep and Admissions March 2012 - Present
Kaplan April 2010 - March 2012
Piper Jaffray April 2008 - April 2009
Jefferies & Company March 2005 - April 2008
SG Cowen July 2002 - March 2005
Robertson Stephens May 2001 - July 2002
Prudential Securities August 1997 - May 2001
The Hartford Courant October 1990 - May 1995
Skills
Management, Corporate Finance, Mergers & Acquisitions, Sales, Investment Banking, Financial Modeling, Telecommunications, Mergers, Strategic Planning, Finance, Business Development, Venture Capital, Private Equity, Equities, Strategy, Strategic Partnerships, Valuation, Due Diligence, Investments, Corporate Development, Capital Markets, Start-ups, Financial Analysis, Business Strategy
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Business
Trinity College-Hartford 1986 — 1990
BA, History
Kaplan Test Prep and Admissions March 2012 - Present
Kaplan April 2010 - March 2012
Piper Jaffray April 2008 - April 2009
Jefferies & Company March 2005 - April 2008
SG Cowen July 2002 - March 2005
Robertson Stephens May 2001 - July 2002
Prudential Securities August 1997 - May 2001
The Hartford Courant October 1990 - May 1995
Skills
Management, Corporate Finance, Mergers & Acquisitions, Sales, Investment Banking, Financial Modeling, Telecommunications, Mergers, Strategic Planning, Finance, Business Development, Venture Capital, Private Equity, Equities, Strategy, Strategic Partnerships, Valuation, Due Diligence, Investments, Corporate Development, Capital Markets, Start-ups, Financial Analysis, Business Strategy
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Business
Trinity College-Hartford 1986 — 1990
BA, History
Rohit Jonnalagadda Rohit Jonnalagadda's Jefferies & Company Experience July 2010 - June 2012
Job Business Operations Professional
Industry Information Technology and Services
Experience
LinkedIn October 2014 - Present
Gryphon Investors August 2012 - July 2014
Jefferies & Company July 2010 - June 2012
Lincoln International February 2009 - July 2009
Patpatia & Associates 2008 - 2008
Skills
Investment Banking, Valuation, Financial Modeling, IPO, Competitive Analysis, Finance, Investments, Due Diligence, Corporate Finance, Industry Analysis, Venture Capital, Mergers & Acquisitions, Business Operations
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Business/Economics
LinkedIn October 2014 - Present
Gryphon Investors August 2012 - July 2014
Jefferies & Company July 2010 - June 2012
Lincoln International February 2009 - July 2009
Patpatia & Associates 2008 - 2008
Skills
Investment Banking, Valuation, Financial Modeling, IPO, Competitive Analysis, Finance, Investments, Due Diligence, Corporate Finance, Industry Analysis, Venture Capital, Mergers & Acquisitions, Business Operations
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Business/Economics
Connie Leung Connie Leung's Jefferies & Company Experience 2007 - 2009
Job Manager, Finance and Business Development at Disney Consumer Products
Industry Consumer Goods
Experience
Disney Consumer Products November 2012 - Present
Disney Consumer Products June 2012 - November 2012
Disney Consumer Products May 2011 - June 2012
Guess? September 2009 - June 2011
Jefferies & Company 2007 - 2009
JMI Equity 2005 - 2006
Sempra Energy 2005 - 2006
Skills
Financial Modeling, Retail, Consumer Products, Business Analysis, Business Strategy, Leveraged Finance, PowerPoint, Business Development, Financial Analysis, Finance, Corporate Finance
Education
University of California, San Diego 2003 — 2007
BS, Economics: Management Science, summa cum laude
Disney Consumer Products November 2012 - Present
Disney Consumer Products June 2012 - November 2012
Disney Consumer Products May 2011 - June 2012
Guess? September 2009 - June 2011
Jefferies & Company 2007 - 2009
JMI Equity 2005 - 2006
Sempra Energy 2005 - 2006
Skills
Financial Modeling, Retail, Consumer Products, Business Analysis, Business Strategy, Leveraged Finance, PowerPoint, Business Development, Financial Analysis, Finance, Corporate Finance
Education
University of California, San Diego 2003 — 2007
BS, Economics: Management Science, summa cum laude
Luke Phair Luke Phair's Jefferies & Company Experience March 1997 - August 2006
Job Sales and Marketing Professional, MBA, GLS
Industry Oil & Energy
Experience
Falcon Fuels Inc July 2010 - Present
KeyBanc Capital Markets January 2008 - June 2010
Wedbush Securities August 2006 - December 2007
Jefferies & Company March 1997 - August 2006
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor's degree
Falcon Fuels Inc July 2010 - Present
KeyBanc Capital Markets January 2008 - June 2010
Wedbush Securities August 2006 - December 2007
Jefferies & Company March 1997 - August 2006
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor's degree
Jack Senzon Jack Senzon's Jefferies & Company Experience 1998 - 2006
Job Senior Origination Analyst at Macallan Partners LLC
Industry Venture Capital & Private Equity
Experience
Macallan Partners LLC June 2011 - Present
BLOOMBERG TRADEBOOK March 2007 - March 2011
Jefferies Inc December 1998 - November 2006
Jefferies & Company 1998 - 2006
Jefferies Inc December 1998 - February 2001
JW Genesis Financial Services November 1997 - December 1998
Raymond James Financial Services November 1996 - November 1997
Merrill Lynch June 1995 - November 1996
A.G. Edwards & Sons, Inc. 1991 - 1995
Skills
Sell Side, Hedging
Education
State University of New York at Albany 1986 — 1990
Macallan Partners LLC June 2011 - Present
BLOOMBERG TRADEBOOK March 2007 - March 2011
Jefferies Inc December 1998 - November 2006
Jefferies & Company 1998 - 2006
Jefferies Inc December 1998 - February 2001
JW Genesis Financial Services November 1997 - December 1998
Raymond James Financial Services November 1996 - November 1997
Merrill Lynch June 1995 - November 1996
A.G. Edwards & Sons, Inc. 1991 - 1995
Skills
Sell Side, Hedging
Education
State University of New York at Albany 1986 — 1990
Blake Morgan Blake Morgan's Jefferies & Company Experience June 2010 - August 2010
Job
Industry Financial Services
Experience
Optimize Overseas LLC June 2013 - Present
Google June 2011 - December 2013
Financial Analyst Program, McCombs School of Business January 2010 - December 2010
Jefferies & Company June 2010 - August 2010
McCombs School of Business, Department of Finance August 2009 - December 2009
Softsearch Investment July 2009 - August 2009
McCombs School of Business, Development and External Relations Office January 2008 - December 2008
Magnolia Royalty Company June 2008 - August 2008
Anthem Oil and Gas Company June 2007 - August 2007
Skills
Financial Analysis, Excel, Financial Modeling, Corporate Finance, SQL, Microsoft Office, Forecasting, Google Apps, Microsoft Excel, Finance, Due Diligence, Valuation, Analysis, Investments, Mergers & Acquisitions, Strategy, Data Analysis, PowerPoint
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA
Optimize Overseas LLC June 2013 - Present
Google June 2011 - December 2013
Financial Analyst Program, McCombs School of Business January 2010 - December 2010
Jefferies & Company June 2010 - August 2010
McCombs School of Business, Department of Finance August 2009 - December 2009
Softsearch Investment July 2009 - August 2009
McCombs School of Business, Development and External Relations Office January 2008 - December 2008
Magnolia Royalty Company June 2008 - August 2008
Anthem Oil and Gas Company June 2007 - August 2007
Skills
Financial Analysis, Excel, Financial Modeling, Corporate Finance, SQL, Microsoft Office, Forecasting, Google Apps, Microsoft Excel, Finance, Due Diligence, Valuation, Analysis, Investments, Mergers & Acquisitions, Strategy, Data Analysis, PowerPoint
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA
Thomas Plotts's Jefferies & Company Experience 1998 - 2000
Job Vice President Finance & CFO at Los Angeles Biomedical Research Institute
Industry Biotechnology
Experience
Los Angeles Biomedical Research Institute September 2011 - Present
Atrinsic, Inc. February 2007 - September 2011
DBH Resources, Inc. July 2005 - February 2007
Cardiac Science January 2001 - July 2005
Jefferies & Company 1998 - 2000
Skills
Mergers, SEC filings, Sarbanes-Oxley Act, Strategy, Financial Modeling, Financial Analysis, Due Diligence, Cash Flow, Accounting, Mergers & Acquisitions, Business Development, Internal Audit, Finance, Auditing, Strategic Financial..., Corporate Finance, Budgets, Financial Reporting
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Finance, Accounting
The University of Western Australia 1988 — 1992
Bachelor of Economics, Economics
Guildford Grammar School 1982 — 1987
Los Angeles Biomedical Research Institute September 2011 - Present
Atrinsic, Inc. February 2007 - September 2011
DBH Resources, Inc. July 2005 - February 2007
Cardiac Science January 2001 - July 2005
Jefferies & Company 1998 - 2000
Skills
Mergers, SEC filings, Sarbanes-Oxley Act, Strategy, Financial Modeling, Financial Analysis, Due Diligence, Cash Flow, Accounting, Mergers & Acquisitions, Business Development, Internal Audit, Finance, Auditing, Strategic Financial..., Corporate Finance, Budgets, Financial Reporting
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Finance, Accounting
The University of Western Australia 1988 — 1992
Bachelor of Economics, Economics
Guildford Grammar School 1982 — 1987
Ashwin Murthy Ashwin Murthy's Jefferies & Company Experience July 2007 - September 2009
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2014 - Present
Bain & Company June 2013 - August 2013
Centerview Partners October 2009 - April 2012
Jefferies & Company July 2007 - September 2009
Skills
Financial Modeling, LBO, Valuation, Mergers & Acquisitions, Financial Analysis, Private Equity, Investment Banking, Mergers, Due Diligence, Project Management, Corporate Finance
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
Bain & Company September 2014 - Present
Bain & Company June 2013 - August 2013
Centerview Partners October 2009 - April 2012
Jefferies & Company July 2007 - September 2009
Skills
Financial Modeling, LBO, Valuation, Mergers & Acquisitions, Financial Analysis, Private Equity, Investment Banking, Mergers, Due Diligence, Project Management, Corporate Finance
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
Saad Shaikh's Jefferies & Company Experience July 2008 - May 2010
Job LA Operations Manager at Uber, Inc
Industry Internet
Experience
Cargomatic, Inc. October 2014 - Present
Uber, Inc February 2012 - July 2014
J.P. Morgan June 2010 - September 2011
Jefferies & Company July 2008 - May 2010
UCLA September 2007 - May 2008
Imperial Capital Bank July 2007 - September 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Investment Banking, Investments, Bloomberg, Corporate Development, Asset Managment
Education
UCLA 2004 — 2008
Bachelor of Arts, Business-Economics
Cargomatic, Inc. October 2014 - Present
Uber, Inc February 2012 - July 2014
J.P. Morgan June 2010 - September 2011
Jefferies & Company July 2008 - May 2010
UCLA September 2007 - May 2008
Imperial Capital Bank July 2007 - September 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Investment Banking, Investments, Bloomberg, Corporate Development, Asset Managment
Education
UCLA 2004 — 2008
Bachelor of Arts, Business-Economics
Andrew Matorin's Jefferies & Company Experience 1993 - 1995
Job
Industry Publishing
Experience
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt February 2013 - May 2015
SIIA Education Division October 2012 - March 2013
Scholastic 2009 - February 2013
J.P. Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Ion Partners LLC 2002 - 2004
Lehman Brothers 1998 - 2001
Jefferies & Company 1993 - 1995
Skills
Valuation, Financial Modeling, Educational Technology, Mergers, Strategic Negotiations, Business Acquisition, Acquisition Integration, Corporate Strategy..., Business Development, Venture Capital, Strategic Partnerships, Mergers & Acquisitions, Start-ups, Equities, Business Strategy, Strategic Planning, Strategy, Private Equity, Corporate Development, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
BA, Economics
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt February 2013 - May 2015
SIIA Education Division October 2012 - March 2013
Scholastic 2009 - February 2013
J.P. Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Ion Partners LLC 2002 - 2004
Lehman Brothers 1998 - 2001
Jefferies & Company 1993 - 1995
Skills
Valuation, Financial Modeling, Educational Technology, Mergers, Strategic Negotiations, Business Acquisition, Acquisition Integration, Corporate Strategy..., Business Development, Venture Capital, Strategic Partnerships, Mergers & Acquisitions, Start-ups, Equities, Business Strategy, Strategic Planning, Strategy, Private Equity, Corporate Development, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
BA, Economics
Gregor Schauer's Jefferies & Company Experience May 2008 - July 2009
Job
Industry Investment Banking
Experience
National Positions South Africa January 2014 - December 2014
Robert W. Baird & Co. June 2011 - June 2013
Lazard Capital Markets April 2010 - May 2011
Jefferies & Company May 2008 - July 2009
JMP Securities April 2007 - May 2008
Google April 2006 - April 2007
Google August 2003 - March 2006
Google October 2002 - July 2003
Skills
Financial Modeling, Corporate Development, Valuation, Corporate Finance, Competitive Analysis, Equities, Financial Analysis, Investment Banking, Hedge Funds, Private Equity, Capital Markets, Equity Research, Mergers, Due Diligence, Analytics, Investments, Business Strategy, Finance, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2005
Master of Business Administration (MBA)
National Positions South Africa January 2014 - December 2014
Robert W. Baird & Co. June 2011 - June 2013
Lazard Capital Markets April 2010 - May 2011
Jefferies & Company May 2008 - July 2009
JMP Securities April 2007 - May 2008
Google April 2006 - April 2007
Google August 2003 - March 2006
Google October 2002 - July 2003
Skills
Financial Modeling, Corporate Development, Valuation, Corporate Finance, Competitive Analysis, Equities, Financial Analysis, Investment Banking, Hedge Funds, Private Equity, Capital Markets, Equity Research, Mergers, Due Diligence, Analytics, Investments, Business Strategy, Finance, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2005
Master of Business Administration (MBA)
Eric Freeman's Jefferies & Company Experience July 2013 - Present
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2013 - Present
Royal Bank of Scotland April 2012 - July 2013
Royal Bank of Scotland November 2010 - March 2012
J.P. Morgan November 2009 - November 2010
J.P. Morgan June 2008 - October 2009
Opus Trading Fund July 2006 - June 2008
Benchmarking Partners June 2005 - July 2006
Skills
SQL (Oracle, Sybase,..., Database Architecture, VBA, Bloomberg, Microsoft Excel, Data Architecture, Derivatives, Financial Modeling, Equities, Financial Risk, Market Risk, Valuation, Investments, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
Bachelor of Science in Management, Finance
Jefferies & Company July 2013 - Present
Royal Bank of Scotland April 2012 - July 2013
Royal Bank of Scotland November 2010 - March 2012
J.P. Morgan November 2009 - November 2010
J.P. Morgan June 2008 - October 2009
Opus Trading Fund July 2006 - June 2008
Benchmarking Partners June 2005 - July 2006
Skills
SQL (Oracle, Sybase,..., Database Architecture, VBA, Bloomberg, Microsoft Excel, Data Architecture, Derivatives, Financial Modeling, Equities, Financial Risk, Market Risk, Valuation, Investments, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
Bachelor of Science in Management, Finance
Diana Pak's Jefferies & Company Experience July 2007 - April 2008
Job Loan Agency
Industry Investment Management
Experience
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp August 2013 - 2014
Ares Management June 2012 - August 2013
Ares Management April 2011 - June 2012
Jefferies & Company July 2007 - April 2008
Morgan Samuels Company April 2006 - April 2007
Skills
Investments, Financial Modeling, Asset Management, Asset Managment, Real Estate, Microsoft Excel, Operational Execution, Finance, Commercial Real Estate, Corporate Finance, Financial Analysis, Customer Service
Education
University of California, Los Angeles
Bachelor of Arts, Psychology
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp August 2013 - 2014
Ares Management June 2012 - August 2013
Ares Management April 2011 - June 2012
Jefferies & Company July 2007 - April 2008
Morgan Samuels Company April 2006 - April 2007
Skills
Investments, Financial Modeling, Asset Management, Asset Managment, Real Estate, Microsoft Excel, Operational Execution, Finance, Commercial Real Estate, Corporate Finance, Financial Analysis, Customer Service
Education
University of California, Los Angeles
Bachelor of Arts, Psychology
Marty Yanda's Jefferies & Company Experience 2000 - 2006
Job CEO at Once Upon A Child OKC
Industry Retail
Experience
Once Upon A Child CEOOnce Upon A Child - OKCJune 2006 - Present
Jefferies & Company 2000 - 2006
Education
University of Arkansas 1987 — 1994
Once Upon A Child CEOOnce Upon A Child - OKCJune 2006 - Present
Jefferies & Company 2000 - 2006
Education
University of Arkansas 1987 — 1994
Cullen Schaar's Jefferies & Company Experience 2006 - 2007
Job Leucadia National Corporation
Industry Venture Capital & Private Equity
Experience
Epic Gas Ltd. December 2012 - Present
Leucadia National Corporation January 2014 - Present
Epic Gas Ltd. November 2014 - July 2015
Jefferies Capital Partners August 2007 - January 2014
Jefferies & Company 2006 - 2007
Education
The University of Texas at Austin 2002 — 2006
BA, Plan II Honors
The University of Texas at Austin 2002 — 2006
BBA, Finance
Epic Gas Ltd. December 2012 - Present
Leucadia National Corporation January 2014 - Present
Epic Gas Ltd. November 2014 - July 2015
Jefferies Capital Partners August 2007 - January 2014
Jefferies & Company 2006 - 2007
Education
The University of Texas at Austin 2002 — 2006
BA, Plan II Honors
The University of Texas at Austin 2002 — 2006
BBA, Finance
Gerald E. Dwyer's Jefferies & Company Experience July 1983 - February 1989
Job Managing Director at Round Hill Advisors
Industry Capital Markets
Experience
Round Hill Advisors February 2005 - Present
Meinders School of Business, Oklahoma City University 2005 - 2013
Round Hill Capital Advisors October 2006 - December 2010
Bison Ventures January 2010 - May 2010
Nexus Medical Partners/Bison Capital June 2009 - December 2009
CE Pfeifer and Company 2006 - 2007
Punk Ziegel & Company April 1991 - July 2004
Jefferies & Company July 1983 - February 1989
Kekst and Company January 1976 - July 1983
Skills
Venture Capital, Biotechnology, Investor Relations, IPO, Mergers, Advisor to CEOs of..., Public Law, Finance, Competitive Analysis, Private Equity, Valuation, Equities, Corporate Development, Investment Banking, Corporate Finance, Capital Markets, Strategic Partnerships, Business Development, Start-ups, Executive Management, Business Strategy, Hedge Funds, Equity Research, Investments, Due Diligence, Funding, Trading, Financial Modeling, Securities, Private Placements, Mergers & Acquisitions, Entrepreneurship
Education
The University of Connecticut 1967 — 1971
BA, English and Philosophy
Trinity College, Dublin
Comparative Literature, Post Graduate
Round Hill Advisors February 2005 - Present
Meinders School of Business, Oklahoma City University 2005 - 2013
Round Hill Capital Advisors October 2006 - December 2010
Bison Ventures January 2010 - May 2010
Nexus Medical Partners/Bison Capital June 2009 - December 2009
CE Pfeifer and Company 2006 - 2007
Punk Ziegel & Company April 1991 - July 2004
Jefferies & Company July 1983 - February 1989
Kekst and Company January 1976 - July 1983
Skills
Venture Capital, Biotechnology, Investor Relations, IPO, Mergers, Advisor to CEOs of..., Public Law, Finance, Competitive Analysis, Private Equity, Valuation, Equities, Corporate Development, Investment Banking, Corporate Finance, Capital Markets, Strategic Partnerships, Business Development, Start-ups, Executive Management, Business Strategy, Hedge Funds, Equity Research, Investments, Due Diligence, Funding, Trading, Financial Modeling, Securities, Private Placements, Mergers & Acquisitions, Entrepreneurship
Education
The University of Connecticut 1967 — 1971
BA, English and Philosophy
Trinity College, Dublin
Comparative Literature, Post Graduate
Richard Biggica's Jefferies & Company Experience July 2009 - Present
Job Associate at Jefferies & Co
Industry Financial Services
Experience
Jefferies & Company July 2009 - Present
D.B. Zwirn & Co. 2008 - 2009
Goldman Sachs March 2004 - February 2008
Education
University at Albany, SUNY 1992 — 1996
Jefferies & Company July 2009 - Present
D.B. Zwirn & Co. 2008 - 2009
Goldman Sachs March 2004 - February 2008
Education
University at Albany, SUNY 1992 — 1996
Varun Bhojwani's Jefferies & Company Experience June 2010 - June 2015
Job Investment Banking Associate (Technology) at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Jefferies & Company June 2010 - June 2015
Wells Fargo & Co. June 2008 - June 2010
Wells Fargo & Co. June 2007 - September 2007
Merrill Lynch March 2007 - June 2007
Skills
DCF, LBO, Investment Banking, Equity Research, Bloomberg, Valuation, Financial Modeling, Private Equity, Equities, Equity Valuation, Corporate Finance, Capital Markets, Leveraged Finance, M&A experience, IPO
Education
University of California, Los Angeles 2006 — 2008
Bachelor's, Biological Sciences
Piper Jaffray June 2015 - Present
Jefferies & Company June 2010 - June 2015
Wells Fargo & Co. June 2008 - June 2010
Wells Fargo & Co. June 2007 - September 2007
Merrill Lynch March 2007 - June 2007
Skills
DCF, LBO, Investment Banking, Equity Research, Bloomberg, Valuation, Financial Modeling, Private Equity, Equities, Equity Valuation, Corporate Finance, Capital Markets, Leveraged Finance, M&A experience, IPO
Education
University of California, Los Angeles 2006 — 2008
Bachelor's, Biological Sciences
Albert Chiang's Jefferies & Company Experience June 2009 - August 2009
Job Analyst at Altimeter Capital
Industry Capital Markets
Experience
Altimeter Capital May 2015 - Present
First New York Securities January 2014 - March 2015
Goldman Sachs August 2012 - October 2012
Goldman, Sachs & Co. August 2010 - July 2012
Jefferies & Company June 2009 - August 2009
HighPoint Capital July 2008 - September 2008
DVD Solutions August 2003 - August 2005
Skills
Capital Markets, Equities, Financial Analysis, Financial Modeling, Equity Research, Investments, Leveraged Finance, Valuation, Investment Banking, Structured Finance, LBO, Finance, DCF, On-camera Talent, Negotiation, Derivatives
Education
University of California, Los Angeles 2006 — 2010
Altimeter Capital May 2015 - Present
First New York Securities January 2014 - March 2015
Goldman Sachs August 2012 - October 2012
Goldman, Sachs & Co. August 2010 - July 2012
Jefferies & Company June 2009 - August 2009
HighPoint Capital July 2008 - September 2008
DVD Solutions August 2003 - August 2005
Skills
Capital Markets, Equities, Financial Analysis, Financial Modeling, Equity Research, Investments, Leveraged Finance, Valuation, Investment Banking, Structured Finance, LBO, Finance, DCF, On-camera Talent, Negotiation, Derivatives
Education
University of California, Los Angeles 2006 — 2010
Jennifer Reid's Jefferies & Company Experience June 2010 - May 2014
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2014 - Present
Jefferies & Company June 2010 - May 2014
SunTrust Robinson Humphrey December 2007 - June 2010
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, LBO, Equities, Bloomberg, Private Equity, Leveraged Finance, Corporate Development, Business Valuation
Education
University of Alabama, Manderson Graduate School of Business 2006 — 2007
Master of Business Administration, Accounting / Finance
University of Alabama, Manderson Graduate School of Business 2005 — 2006
Master of Science, Finance
University of Alabama 2002 — 2005
Bachelor of Science, Finance
Bank of America Merrill Lynch May 2014 - Present
Jefferies & Company June 2010 - May 2014
SunTrust Robinson Humphrey December 2007 - June 2010
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, LBO, Equities, Bloomberg, Private Equity, Leveraged Finance, Corporate Development, Business Valuation
Education
University of Alabama, Manderson Graduate School of Business 2006 — 2007
Master of Business Administration, Accounting / Finance
University of Alabama, Manderson Graduate School of Business 2005 — 2006
Master of Science, Finance
University of Alabama 2002 — 2005
Bachelor of Science, Finance
Cristina Osmena's Jefferies & Company Experience 2004 - 2005
Job Investment Professional
Industry Investment Management
Experience
SunEdison Foundation 2014 - Present
Bronte Capital Management Pty Ltd November 2011 - Present
Invicta Capital Management June 2013 - March 2015
Spinner Asset 2007 - 2011
Offspring Production 2005 - 2008
Jefferies & Company 2004 - 2005
Needham & Company 1999 - 2004
JP Morgan (Hambrecht & Quist) 1996 - 1999
STAC 1996 - 1997
STAC 1996 - 1997
Skills
Equities, Investments, Valuation, Financial Modeling, Asset Management, Hedge Funds, Private Equity, Alternative Investments, Capital Markets, Portfolio Management
Education
University of California, Berkeley
Beverly Hills High School
SunEdison Foundation 2014 - Present
Bronte Capital Management Pty Ltd November 2011 - Present
Invicta Capital Management June 2013 - March 2015
Spinner Asset 2007 - 2011
Offspring Production 2005 - 2008
Jefferies & Company 2004 - 2005
Needham & Company 1999 - 2004
JP Morgan (Hambrecht & Quist) 1996 - 1999
STAC 1996 - 1997
STAC 1996 - 1997
Skills
Equities, Investments, Valuation, Financial Modeling, Asset Management, Hedge Funds, Private Equity, Alternative Investments, Capital Markets, Portfolio Management
Education
University of California, Berkeley
Beverly Hills High School
Allison Salzer's Jefferies & Company Experience May 2006 - July 2007
Job Real Estate Agent at Vanguard Properties
Industry Education Management
Experience
Vanguard Properties June 2015 - Present
ThinkMarin August 2012 - Present
Kilmer Propertis LLC May 2012 - Present
Bloomberg January 2011 - March 2012
Merrill Lynch April 2008 - January 2009
Jefferies & Company May 2006 - July 2007
Barclays Global Investors December 2000 - January 2002
Union Bank of California January 1991 - March 1999
Skills
Valuation, Portfolio Management, Fixed Income, Investments, Public Speaking, Bloomberg, Risk Management, Derivatives, Trading, Financial Analysis, Series 7, Securities, Business Strategy, Capital Markets, Finance, Strategic Planning, Marketing Strategy, Management, Education, Educational Research, Higher Education, Technical Analysis, Financial Advisory, Real Estate, Real Estate Marketing, Real Estate Financing
Education
University of California, Irvine 1983 — 1986
BA, Economics
Vanguard Properties June 2015 - Present
ThinkMarin August 2012 - Present
Kilmer Propertis LLC May 2012 - Present
Bloomberg January 2011 - March 2012
Merrill Lynch April 2008 - January 2009
Jefferies & Company May 2006 - July 2007
Barclays Global Investors December 2000 - January 2002
Union Bank of California January 1991 - March 1999
Skills
Valuation, Portfolio Management, Fixed Income, Investments, Public Speaking, Bloomberg, Risk Management, Derivatives, Trading, Financial Analysis, Series 7, Securities, Business Strategy, Capital Markets, Finance, Strategic Planning, Marketing Strategy, Management, Education, Educational Research, Higher Education, Technical Analysis, Financial Advisory, Real Estate, Real Estate Marketing, Real Estate Financing
Education
University of California, Irvine 1983 — 1986
BA, Economics
Belinda Chen's Jefferies & Company Experience February 2008 - 2009
Job Entrepreneur, MBA Candidate at The Wharton School
Industry Retail
Experience
Amazon 2013 - 2013
Dongchanghang 2009 - 2012
Jefferies & Company February 2008 - 2009
Skills
Business Development, Product Development, Investment Banking, Valuation, Financial Modeling, Bloomberg, M&A experience, Competitive Analysis, Mergers & Acquisitions, Leadership, Strategic Partnerships, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Entrepreneurial Management and Finance
University of California, Berkeley 2004 — 2007
Bachelor of Science (B.S.), Business Administration
Amazon 2013 - 2013
Dongchanghang 2009 - 2012
Jefferies & Company February 2008 - 2009
Skills
Business Development, Product Development, Investment Banking, Valuation, Financial Modeling, Bloomberg, M&A experience, Competitive Analysis, Mergers & Acquisitions, Leadership, Strategic Partnerships, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Entrepreneurial Management and Finance
University of California, Berkeley 2004 — 2007
Bachelor of Science (B.S.), Business Administration
Nikhil Vasa's Jefferies & Company Experience July 2007 - December 2008
Job Director of Corporate Finance
Industry Oil & Energy
Experience
BreitBurn Energy June 2011 - Present
THL Credit Advisors LLC August 2010 - July 2011
Imperial Capital, LLC February 2009 - August 2010
Jefferies & Company July 2007 - December 2008
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Mergers, Private Equity, Corporate Finance, Asset Managment, LBO, Bloomberg, Capital Markets, Equities, Microsoft Excel, Due Diligence, Hedge Funds, Corporate Development, Leveraged Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2002 — 2007
Bachelor of Arts (B.A.), Economics
BreitBurn Energy June 2011 - Present
THL Credit Advisors LLC August 2010 - July 2011
Imperial Capital, LLC February 2009 - August 2010
Jefferies & Company July 2007 - December 2008
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Mergers, Private Equity, Corporate Finance, Asset Managment, LBO, Bloomberg, Capital Markets, Equities, Microsoft Excel, Due Diligence, Hedge Funds, Corporate Development, Leveraged Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2002 — 2007
Bachelor of Arts (B.A.), Economics
Mel Locke's Jefferies & Company Experience Vice PresidentCalFed Inc1973 - 1986
Job Executive Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company Vice PresidentCalFed Inc1973 - 1986
Education
UCLA Anderson School of Management 1966 — 1968
Jefferies & Company Vice PresidentCalFed Inc1973 - 1986
Education
UCLA Anderson School of Management 1966 — 1968
Justin Hughes, CFA's Jefferies & Company Experience September 2002 - July 2003
Job Investment Professional
Industry Investment Management
Experience
Philadelphia Financial February 2004 - Present
Frontline Technologies Inc. May 2008 - April 2012
Hovde Financial July 2003 - January 2004
Jefferies & Company September 2002 - July 2003
Robertson Stephens February 1998 - July 2002
Putnam Lovell NBF 1996 - 1998
Russell Miller Inc. September 1994 - 1996
Education
University of California, Irvine 1990 — 1994
BA, Economics
Philadelphia Financial February 2004 - Present
Frontline Technologies Inc. May 2008 - April 2012
Hovde Financial July 2003 - January 2004
Jefferies & Company September 2002 - July 2003
Robertson Stephens February 1998 - July 2002
Putnam Lovell NBF 1996 - 1998
Russell Miller Inc. September 1994 - 1996
Education
University of California, Irvine 1990 — 1994
BA, Economics
Raja Agnani's Jefferies & Company Experience July 2006 - April 2008
Job Client Solutions at Facebook
Industry Internet
Experience
Facebook October 2013 - Present
Movie Nite September 2012 - August 2013
Amici Capital June 2011 - August 2011
Relativity Media LLC July 2008 - June 2010
Jefferies & Company July 2006 - April 2008
Global Capital Markets July 2005 - September 2005
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Entrepreneurial Management
University of California, Los Angeles 2001 — 2005
BS, Biology
Facebook October 2013 - Present
Movie Nite September 2012 - August 2013
Amici Capital June 2011 - August 2011
Relativity Media LLC July 2008 - June 2010
Jefferies & Company July 2006 - April 2008
Global Capital Markets July 2005 - September 2005
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Entrepreneurial Management
University of California, Los Angeles 2001 — 2005
BS, Biology
Dan Furstenberg's Jefferies & Company Experience January 2008 - Present
Job managing director at jefferies
Industry Financial Services
Experience
Jefferies & Company January 2008 - Present
Education
Tulane University - A.B. Freeman School of Business
Jefferies & Company January 2008 - Present
Education
Tulane University - A.B. Freeman School of Business
Ken Usdin's Jefferies & Company Experience October 2010 - Present
Job Managing Director at Jefferies & Company
Industry Capital Markets
Experience
Jefferies & Company October 2010 - Present
Bank of America Merrill Lynch March 2004 - October 2010
UBS April 2000 - March 2004
Lehman Brothers April 1998 - April 2000
Federal Reserve Bank of New York August 1995 - April 1998
Skills
Equity Research, Valuation, Financial Modeling, Investments, Sell Side
Education
Tufts University 1991 — 1995
BA, Quantitative Economics
Jefferies & Company October 2010 - Present
Bank of America Merrill Lynch March 2004 - October 2010
UBS April 2000 - March 2004
Lehman Brothers April 1998 - April 2000
Federal Reserve Bank of New York August 1995 - April 1998
Skills
Equity Research, Valuation, Financial Modeling, Investments, Sell Side
Education
Tufts University 1991 — 1995
BA, Quantitative Economics
Brian Doolittle's Jefferies & Company Experience February 2010 - February 2013
Job Sr. VP Mortgage Trader at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities October 2014 - Present
Auriga USA, LLC March 2014 - October 2014
W.J. Bradley Mortgage Capital, LLC April 2013 - November 2013
Jefferies & Company February 2010 - February 2013
BACCHUS - Wine Made Simple January 2009 - January 2011
Countrywide Securities Corporation April 1998 - September 2008
IMIS 1997 - 1998
Stephens Inc. February 1988 - May 1997
Wells Fargo Bank January 1993 - January 1996
Skills
Trading, Fixed Income, Capital Markets, Bloomberg, Portfolio Management, Derivatives, Equities, Financial Modeling, Series 24, Series 7, Loans, Securities, Bonds, Investment Banking, Credit, Valuation, Series 63, Series 3, MBS, Event Management, Structured Finance, Structured Products, FINRA, Options, Asset Management
Education
University of Arkansas at Little Rock 1986 — 1992
Bachelor of Science (BS), Accounting and Finance
Wunderlich Securities October 2014 - Present
Auriga USA, LLC March 2014 - October 2014
W.J. Bradley Mortgage Capital, LLC April 2013 - November 2013
Jefferies & Company February 2010 - February 2013
BACCHUS - Wine Made Simple January 2009 - January 2011
Countrywide Securities Corporation April 1998 - September 2008
IMIS 1997 - 1998
Stephens Inc. February 1988 - May 1997
Wells Fargo Bank January 1993 - January 1996
Skills
Trading, Fixed Income, Capital Markets, Bloomberg, Portfolio Management, Derivatives, Equities, Financial Modeling, Series 24, Series 7, Loans, Securities, Bonds, Investment Banking, Credit, Valuation, Series 63, Series 3, MBS, Event Management, Structured Finance, Structured Products, FINRA, Options, Asset Management
Education
University of Arkansas at Little Rock 1986 — 1992
Bachelor of Science (BS), Accounting and Finance
Keith Keingarsky's Jefferies & Company Experience March 2009 - March 2012
Job Senior Vice President at Samuel A. Ramirez & Co., Inc.
Industry Financial Services
Experience
Samuel A. Ramirez & Co., Inc. April 2012 - Present
Jefferies & Company March 2009 - March 2012
Depfa First Albany Securities LLC September 2007 - March 2009
First Albany Capital March 1993 - September 2007
Skills
Electronic Trading, Fixed Income, Series 7, Bonds, Trading Systems, Capital Markets, Series 63, Trading, Bloomberg, Securities, FINRA, Financial Markets, Hedge Funds
Education
State University of New York at Albany 1986 — 1990
Bachelor of Science (BS), Economics
Samuel A. Ramirez & Co., Inc. April 2012 - Present
Jefferies & Company March 2009 - March 2012
Depfa First Albany Securities LLC September 2007 - March 2009
First Albany Capital March 1993 - September 2007
Skills
Electronic Trading, Fixed Income, Series 7, Bonds, Trading Systems, Capital Markets, Series 63, Trading, Bloomberg, Securities, FINRA, Financial Markets, Hedge Funds
Education
State University of New York at Albany 1986 — 1990
Bachelor of Science (BS), Economics
Aaron Maeng's Jefferies & Company Experience July 2008 - August 2010
Job Vice President at American Securities
Industry Venture Capital & Private Equity
Experience
American Securities August 2014 - Present
Battery Ventures August 2010 - June 2012
Jefferies & Company July 2008 - August 2010
L.E.K. Consulting January 2007 - July 2008
CenturyTel May 2006 - January 2007
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin
Bachelor of Science, Electrical Engineering
American Securities August 2014 - Present
Battery Ventures August 2010 - June 2012
Jefferies & Company July 2008 - August 2010
L.E.K. Consulting January 2007 - July 2008
CenturyTel May 2006 - January 2007
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin
Bachelor of Science, Electrical Engineering
Laura Jirele-Borleske, CFA, CIPM's Jefferies & Company Experience May 2005 - May 2006
Job GIPS Compliance at Barrow, Hanley, Mewhinney & Strauss, LLC
Industry Financial Services
Experience
Barrow, Hanley, Mewhinney & Strauss, LLC December 2013 - Present
Barrow, Hanley, Mewhinney & Strauss September 2012 - December 2013
Barrow, Hanley, Mewhinney & Strauss January 2010 - September 2012
Barrow, Hanley, Mewhinney, & Strauss, Inc. 2006 - January 2010
Jefferies & Company May 2005 - May 2006
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
BS
Barrow, Hanley, Mewhinney & Strauss, LLC December 2013 - Present
Barrow, Hanley, Mewhinney & Strauss September 2012 - December 2013
Barrow, Hanley, Mewhinney & Strauss January 2010 - September 2012
Barrow, Hanley, Mewhinney, & Strauss, Inc. 2006 - January 2010
Jefferies & Company May 2005 - May 2006
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
BS
Will Robison IV's Jefferies & Company Experience May 2007 - August 2007
Job Loan Officer at Capital Impact Partners
Industry Financial Services
Experience
Capital Impact Partners September 2013 - Present
Verod Capital July 2012 - August 2012
Overseas Private Investment Corporation May 2012 - July 2012
J.P. Morgan November 2009 - July 2011
J.P. Morgan June 2008 - October 2009
Jefferies & Company May 2007 - August 2007
Skills
Banking, Structured Finance, Team Leadership, Credit, Financial Modeling, Finance, Social Entrepreneurship, Loans
Education
Yale School of Management 2011 — 2013
MBA, Economic Development
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Business Honors and Finance, Minor in Economics
American Institute for Foreign Studies - Rome 2007 — 2007
Capital Impact Partners September 2013 - Present
Verod Capital July 2012 - August 2012
Overseas Private Investment Corporation May 2012 - July 2012
J.P. Morgan November 2009 - July 2011
J.P. Morgan June 2008 - October 2009
Jefferies & Company May 2007 - August 2007
Skills
Banking, Structured Finance, Team Leadership, Credit, Financial Modeling, Finance, Social Entrepreneurship, Loans
Education
Yale School of Management 2011 — 2013
MBA, Economic Development
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Business Honors and Finance, Minor in Economics
American Institute for Foreign Studies - Rome 2007 — 2007
Celeste Mejia's Jefferies & Company Experience July 2010 - Present
Job Investment Banking Analyst at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2010 - Present
Austin Technology Incubator July 2009 - October 2010
Hispanic Business Student Association April 2008 - April 2009
Goldman Sachs - Real Estate Principal Investment Area (REPIA) June 2008 - August 2008
Education
The University of Texas at Austin 2006 — 2009
Bachelor, Economics
Jefferies & Company July 2010 - Present
Austin Technology Incubator July 2009 - October 2010
Hispanic Business Student Association April 2008 - April 2009
Goldman Sachs - Real Estate Principal Investment Area (REPIA) June 2008 - August 2008
Education
The University of Texas at Austin 2006 — 2009
Bachelor, Economics
Ryan Borcherdt's Jefferies & Company Experience July 2005 - July 2008
Job Executive Director at Camp Doodles
Industry Primary/Secondary Education
Experience
Camp Doodles June 2014 - Present
2B Living, Inc. September 2013 - May 2014
The Riverside Company August 2011 - May 2012
Paine & Partners LLC August 2008 - August 2011
Jefferies & Company July 2005 - July 2008
Skills
Investment Banking, Buyouts, Private Equity, Financial Modeling, Leveraged Finance, Microsoft Excel, Venture Capital, Corporate Finance, Valuation, Growth Capital, Investments, LBO, Mergers & Acquisitions, Due Diligence
Education
University of California, Los Angeles 2000 — 2004
BA, Business Economics, Accounting Minor, Computer Specialization
Menlo Atherton High School 1996 — 2000
Camp Doodles June 2014 - Present
2B Living, Inc. September 2013 - May 2014
The Riverside Company August 2011 - May 2012
Paine & Partners LLC August 2008 - August 2011
Jefferies & Company July 2005 - July 2008
Skills
Investment Banking, Buyouts, Private Equity, Financial Modeling, Leveraged Finance, Microsoft Excel, Venture Capital, Corporate Finance, Valuation, Growth Capital, Investments, LBO, Mergers & Acquisitions, Due Diligence
Education
University of California, Los Angeles 2000 — 2004
BA, Business Economics, Accounting Minor, Computer Specialization
Menlo Atherton High School 1996 — 2000
Andrew Radzik's Jefferies & Company Experience July 2011 - April 2012
Job Finance Professional at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2012 - Present
Jefferies & Company July 2011 - April 2012
HSBC Securities March 2010 - July 2011
Rotex Rida October 2008 - March 2010
PricewaterhouseCoopers January 2007 - October 2008
Deloitte & Touche January 2006 - March 2006
The Satija Bankruptcy Law Firm January 2003 - August 2005
Skills
Valuation, Derivatives, Risk Management, Fixed Income, Hedging, SABR Volatility Smile, Project Management, Treasury, Capital Markets, Accounting, Cash Flow, Financial Modeling, Structured Finance, Financial Analysis, Investment Banking, Liquidity, Visual Basic, Bloomberg, Securitization, VBA, SQL
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
MPA, Accounting and Finance
The University of Texas at Austin 2001 — 2005
BA, Economics
Deutsche Bank April 2012 - Present
Jefferies & Company July 2011 - April 2012
HSBC Securities March 2010 - July 2011
Rotex Rida October 2008 - March 2010
PricewaterhouseCoopers January 2007 - October 2008
Deloitte & Touche January 2006 - March 2006
The Satija Bankruptcy Law Firm January 2003 - August 2005
Skills
Valuation, Derivatives, Risk Management, Fixed Income, Hedging, SABR Volatility Smile, Project Management, Treasury, Capital Markets, Accounting, Cash Flow, Financial Modeling, Structured Finance, Financial Analysis, Investment Banking, Liquidity, Visual Basic, Bloomberg, Securitization, VBA, SQL
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
MPA, Accounting and Finance
The University of Texas at Austin 2001 — 2005
BA, Economics
Marguerite Dugan's Jefferies & Company Experience February 2012 - Present
Job Senior Vice President Chief Operating Officer, Finance at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company February 2012 - Present
Morgan Stanley August 2010 - January 2012
Jefferies & Company March 2009 - July 2010
Morgan Stanley October 2006 - February 2009
Morgan Stanley February 2002 - October 2006
Morgan Stanley June 2000 - February 2002
Morgan Stanley October 1997 - June 2000
Peace Corps September 1996 - March 1997
Bankers Trust July 1994 - June 1996
Skills
Project Management, Product Development, Financial Planning &..., Change Management, Strategic Planning, Process Re-engineering, Financial Control
Education
University at Albany, SUNY 1989 — 1994
BA, Business Administration
Jefferies & Company February 2012 - Present
Morgan Stanley August 2010 - January 2012
Jefferies & Company March 2009 - July 2010
Morgan Stanley October 2006 - February 2009
Morgan Stanley February 2002 - October 2006
Morgan Stanley June 2000 - February 2002
Morgan Stanley October 1997 - June 2000
Peace Corps September 1996 - March 1997
Bankers Trust July 1994 - June 1996
Skills
Project Management, Product Development, Financial Planning &..., Change Management, Strategic Planning, Process Re-engineering, Financial Control
Education
University at Albany, SUNY 1989 — 1994
BA, Business Administration
Drew Kelley's Jefferies & Company Experience September 2008 - July 2013
Job Chief Financial Officer, Chief Acquisition Officer, and Director at ARC Group Worldwide, Inc.
Industry Financial Services
Experience
ARC Group Worldwide, Inc. October 2013 - Present
Jefferies & Company September 2008 - July 2013
Bear Stearns June 2004 - August 2008
Bear Stearns September 2002 - June 2004
American Financial Network January 2002 - August 2002
Merrill Lynch January 2000 - September 2001
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, Equity Research, Finance, Leveraged Finance, Due Diligence, Private Equity, Financial Modeling, Equities, Hedge Funds, Strategic Planning, Private Placements, DCF, Mergers, Financial Analysis, IPO, LBO, Investor Relations, Credit, Credit Analysis, Real Estate, High Yield, Project Finance, Gaming, Fixed Income, Restructuring, Business Strategy, Corporate Development, Divestitures, Financial Markets, Strategy Development, Series 7, Debt, Industry Analysis, Emerging Markets, Business Analysis, SEC Financial Reporting
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
ARC Group Worldwide, Inc. October 2013 - Present
Jefferies & Company September 2008 - July 2013
Bear Stearns June 2004 - August 2008
Bear Stearns September 2002 - June 2004
American Financial Network January 2002 - August 2002
Merrill Lynch January 2000 - September 2001
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, Equity Research, Finance, Leveraged Finance, Due Diligence, Private Equity, Financial Modeling, Equities, Hedge Funds, Strategic Planning, Private Placements, DCF, Mergers, Financial Analysis, IPO, LBO, Investor Relations, Credit, Credit Analysis, Real Estate, High Yield, Project Finance, Gaming, Fixed Income, Restructuring, Business Strategy, Corporate Development, Divestitures, Financial Markets, Strategy Development, Series 7, Debt, Industry Analysis, Emerging Markets, Business Analysis, SEC Financial Reporting
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
Michael Judlowe's Jefferies & Company Experience October 2010 - Present
Job Joint Head of Americas ECM at Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company October 2010 - Present
Citigroup March 2000 - August 2010
Cadbury Schweppes June 1994 - March 2000
Unilever 1991 - 1993
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Marketing
Tufts University 1984 — 1988
BA, Political Science
New Providence High School 1980 — 1984
Jefferies & Company October 2010 - Present
Citigroup March 2000 - August 2010
Cadbury Schweppes June 1994 - March 2000
Unilever 1991 - 1993
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Marketing
Tufts University 1984 — 1988
BA, Political Science
New Providence High School 1980 — 1984
Roman Leal, CFA's Jefferies & Company Experience December 2009 - August 2010
Job CoCEO at QueSee Inc
Industry Financial Services
Experience
QueSee Inc February 2015 - Present
PayPal May 2014 - Present
Goldman Sachs August 2010 - May 2014
Jefferies & Company December 2009 - August 2010
Merrill Lynch July 2007 - December 2009
Wells Capital Management 2002 - 2006
Skills
Equity Research, Equities, Portfolio Management, Private Equity, Financial Modeling, Fixed Income, Investment Banking, Emerging Markets, Financial Analysis, Valuation, Venture Capital, Equity Valuation, Capital Markets, Hedge Funds, Corporate Finance, Bloomberg, Investments, FinTech, Payments
Education
University of California, Berkeley 2001 — 2006
BA, Economics & Legal Studies
QueSee Inc February 2015 - Present
PayPal May 2014 - Present
Goldman Sachs August 2010 - May 2014
Jefferies & Company December 2009 - August 2010
Merrill Lynch July 2007 - December 2009
Wells Capital Management 2002 - 2006
Skills
Equity Research, Equities, Portfolio Management, Private Equity, Financial Modeling, Fixed Income, Investment Banking, Emerging Markets, Financial Analysis, Valuation, Venture Capital, Equity Valuation, Capital Markets, Hedge Funds, Corporate Finance, Bloomberg, Investments, FinTech, Payments
Education
University of California, Berkeley 2001 — 2006
BA, Economics & Legal Studies
Bernadette Lake's Jefferies & Company Experience June 2000 - Present
Job Executive Assistant at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2000 - Present
Bear Stearns July 1992 - June 2000
Education
Union College 1981 — 1983
Fordham University at Lincoln Center
Computer Science, Mathematics
Jefferies & Company June 2000 - Present
Bear Stearns July 1992 - June 2000
Education
Union College 1981 — 1983
Fordham University at Lincoln Center
Computer Science, Mathematics
Jeanne Zacarias's Jefferies & Company Experience February 2007 - December 2008
Job Programming and Communications Associate at ArcLight Cinemas
Industry Entertainment
Experience
ArcLight Cinemas, Decurion Management Company March 2015 - Present
Decurion Management Company November 2012 - Present
MassMutual Financial Group 2012 - 2012
Spencer Stuart 2011 - 2011
Jefferies & Company February 2007 - December 2008
Skills
Operations Management, Executive Management, Relationship Management, Leadership Development, Organizational..., Public Speaking, Organizational..., Systems Analysis, Emotional Intelligence, Cross-functional Team..., Conflict Resolution, Wellness Coaching, Time Management, Strategic Planning, systems, People Skills, Program Management, Personal Development, Performance Management, Employee Engagement, Collaborative Problem...
Education
Wesleyan University 1992 — 1996
B.A., Sociology
University of California, Los Angeles 2001 — 2002
M.A., Latin American Studies (History and Urban Planning)
Institute for Integrative Nutrition
Certified Holistic Health Counselor
ArcLight Cinemas, Decurion Management Company March 2015 - Present
Decurion Management Company November 2012 - Present
MassMutual Financial Group 2012 - 2012
Spencer Stuart 2011 - 2011
Jefferies & Company February 2007 - December 2008
Skills
Operations Management, Executive Management, Relationship Management, Leadership Development, Organizational..., Public Speaking, Organizational..., Systems Analysis, Emotional Intelligence, Cross-functional Team..., Conflict Resolution, Wellness Coaching, Time Management, Strategic Planning, systems, People Skills, Program Management, Personal Development, Performance Management, Employee Engagement, Collaborative Problem...
Education
Wesleyan University 1992 — 1996
B.A., Sociology
University of California, Los Angeles 2001 — 2002
M.A., Latin American Studies (History and Urban Planning)
Institute for Integrative Nutrition
Certified Holistic Health Counselor
Randal Konik's Jefferies & Company Experience June 2008 - Present
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2008 - Present
Bear Stearns June 2006 - June 2008
Goldman Sachs September 2003 - June 2006
Skills
Equities, Hedge Funds, Equity Research, Investment Banking, Valuation, Capital Markets, Bloomberg, Fixed Income, Private Equity, Financial Modeling, Series 7, Investments, Asset Management, Equity Valuation, Series 63
Education
University at Albany, SUNY 1995 — 1999
BS, Finance
Jefferies & Company June 2008 - Present
Bear Stearns June 2006 - June 2008
Goldman Sachs September 2003 - June 2006
Skills
Equities, Hedge Funds, Equity Research, Investment Banking, Valuation, Capital Markets, Bloomberg, Fixed Income, Private Equity, Financial Modeling, Series 7, Investments, Asset Management, Equity Valuation, Series 63
Education
University at Albany, SUNY 1995 — 1999
BS, Finance
Kevin Kruszenski's Jefferies & Company Experience 1995 - 1997
Job Managing Director at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets vp equity tradingrobertson stephens1998 - 2002
HSBC Securities 1997 - 1998
Jefferies & Company 1995 - 1997
dempsey and company 1993 - 1995
shearson lehman brothers 1992 - 1995
Education
University of Arizona, Eller College of Management 1989 — 1991
BSBA, General Business, Political Science and Spanish
University of Arizona 1987 — 1991
bsba, business administration
KeyBanc Capital Markets vp equity tradingrobertson stephens1998 - 2002
HSBC Securities 1997 - 1998
Jefferies & Company 1995 - 1997
dempsey and company 1993 - 1995
shearson lehman brothers 1992 - 1995
Education
University of Arizona, Eller College of Management 1989 — 1991
BSBA, General Business, Political Science and Spanish
University of Arizona 1987 — 1991
bsba, business administration
Christian Hilliard's Jefferies & Company Experience August 2009 - Present
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company August 2009 - Present
UBS Investment Bank May 2004 - August 2009
Education
Tufts University 1994 — 1998
BA, Economics
Jefferies & Company August 2009 - Present
UBS Investment Bank May 2004 - August 2009
Education
Tufts University 1994 — 1998
BA, Economics
Tyler Thors's Jefferies & Company Experience January 2005 - Present
Job Managing Director at Jefferies & Company
Industry Capital Markets
Experience
Jefferies & Company January 2005 - Present
Jefferies & Company 2005 - 2008
Miller Tabak Roberts Securities, LLC May 1994 - January 2005
MTR Securities, LLC 1994 - 2005
Skills
High Yield, Hedge Funds, Fixed Income, Bonds, Equities, Trading Systems, Alternative Investments, Special Situations, Series 7, Trading, Valuation, Bloomberg, Series 63
Education
Trinity College-Hartford 1985 — 1989
ba, interdisciplinary studies
Jefferies & Company January 2005 - Present
Jefferies & Company 2005 - 2008
Miller Tabak Roberts Securities, LLC May 1994 - January 2005
MTR Securities, LLC 1994 - 2005
Skills
High Yield, Hedge Funds, Fixed Income, Bonds, Equities, Trading Systems, Alternative Investments, Special Situations, Series 7, Trading, Valuation, Bloomberg, Series 63
Education
Trinity College-Hartford 1985 — 1989
ba, interdisciplinary studies
Layla Qassim's Jefferies & Company Experience September 2008 - July 2009
Job Analyst
Industry Financial Services
Experience
BTIG December 2010 - Present
Jefferies & Company September 2008 - July 2009
Jefferies & Company March 2008 - April 2008
Skills
Microsoft Office, Capital IQ, Bloomberg, Financial Analysis, Equity Research, Capital Markets
Education
University College London, U. of London 2006 — 2010
Bachelor of Arts, Ancient History & Social Anthropology
United World College of the Atlantic 2003 — 2005
International Baccalaureate, International Baccalaureate
BTIG December 2010 - Present
Jefferies & Company September 2008 - July 2009
Jefferies & Company March 2008 - April 2008
Skills
Microsoft Office, Capital IQ, Bloomberg, Financial Analysis, Equity Research, Capital Markets
Education
University College London, U. of London 2006 — 2010
Bachelor of Arts, Ancient History & Social Anthropology
United World College of the Atlantic 2003 — 2005
International Baccalaureate, International Baccalaureate
Gil Melchior's Jefferies & Company Experience May 2010 - August 2010
Job Analyst at Permian Investment Partners, LP
Industry Investment Management
Experience
Deutsche Bank July 2012 - March 2014
Commerzbank AG May 2011 - August 2011
Jefferies & Company May 2010 - August 2010
Banque et Caisse d'Epargne de l'Etat July 2009 - August 2009
Education
Trinity University 2008 — 2012
Deutsche Bank July 2012 - March 2014
Commerzbank AG May 2011 - August 2011
Jefferies & Company May 2010 - August 2010
Banque et Caisse d'Epargne de l'Etat July 2009 - August 2009
Education
Trinity University 2008 — 2012
David Bradley's Jefferies & Company Experience Global Head of IndustrialsJefferies & CompanyFebruary 2011 - November 2013
Job Global Head of Chemicals and Chairman of Industrials at Jefferies & Company
Industry Banking
Experience
Jefferies & Company Global Head of IndustrialsJefferies & CompanyFebruary 2011 - November 2013
Blackstone April 2009 - March 2011
UBS Securities April 2002 - March 2009
Chase Manhattan (now: JP Morgan Chase) 1991 - 2002
Henry Ansbacher June 1988 - December 2001
Chase Securities, Inc. 1991 - 2001
Barclays Bank PLC September 1984 - June 1988
Education
University of Birmingham 1981 — 1984
physics
University of Birmingham 1981 — 1984
physics
Sherburn High School 1974 — 1981
Jefferies & Company Global Head of IndustrialsJefferies & CompanyFebruary 2011 - November 2013
Blackstone April 2009 - March 2011
UBS Securities April 2002 - March 2009
Chase Manhattan (now: JP Morgan Chase) 1991 - 2002
Henry Ansbacher June 1988 - December 2001
Chase Securities, Inc. 1991 - 2001
Barclays Bank PLC September 1984 - June 1988
Education
University of Birmingham 1981 — 1984
physics
University of Birmingham 1981 — 1984
physics
Sherburn High School 1974 — 1981
Jeffrey S. Cohen's Jefferies & Company Experience June 1989 - Present
Job Managing Director, Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company June 1989 - Present
Skills
Budgets, Investment Banking, Capital Markets, Series 7, Securities, Fixed Income, Equities, Bonds, Hedge Funds, Management, Private Equity, Investments, Loans, Series 63, Structured Finance, Finance, Financial Analysis, Strategic Planning, Asset Management
Education
University at Albany, SUNY 1987 — 1989
MBA, Finance
University of Delaware 1980 — 1984
BA, Biology
Jefferies & Company June 1989 - Present
Skills
Budgets, Investment Banking, Capital Markets, Series 7, Securities, Fixed Income, Equities, Bonds, Hedge Funds, Management, Private Equity, Investments, Loans, Series 63, Structured Finance, Finance, Financial Analysis, Strategic Planning, Asset Management
Education
University at Albany, SUNY 1987 — 1989
MBA, Finance
University of Delaware 1980 — 1984
BA, Biology
Raymond Boyce's Jefferies & Company Experience 2005 - Present
Job AVP at Jefferies & Company
Industry Accounting
Experience
Jefferies & Company 2005 - Present
Prudential 1993 - 2004
Skills
Fixed Income, Bloomberg, Derivatives, Hedge Funds, Financial Analysis, Equity Derivatives, Middle Office, Securities
Education
University at Albany, SUNY 1989 — 1993
BS, Finance and Marketing
Jefferies & Company 2005 - Present
Prudential 1993 - 2004
Skills
Fixed Income, Bloomberg, Derivatives, Hedge Funds, Financial Analysis, Equity Derivatives, Middle Office, Securities
Education
University at Albany, SUNY 1989 — 1993
BS, Finance and Marketing
Jackie Yu's Jefferies & Company Experience May 2007 - August 2007
Job at
Industry Nonprofit Organization Management
Experience
Stanford University November 2014 - Present
Goldman Sachs July 2011 - September 2014
Goldman Sachs July 2008 - July 2011
Jefferies & Company May 2007 - August 2007
Pantheon Ventures June 2006 - August 2006
Skills
Investment Banking, Capital Markets, Financial Analysis, Data Analysis, Equities, Nonprofits
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
B.S., Business Administration
University of California, Berkeley 2004 — 2008
BS, Business Administration
Stanford University November 2014 - Present
Goldman Sachs July 2011 - September 2014
Goldman Sachs July 2008 - July 2011
Jefferies & Company May 2007 - August 2007
Pantheon Ventures June 2006 - August 2006
Skills
Investment Banking, Capital Markets, Financial Analysis, Data Analysis, Equities, Nonprofits
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
B.S., Business Administration
University of California, Berkeley 2004 — 2008
BS, Business Administration
Melaine de Jonk's Jefferies & Company Experience April 2009 - February 2010
Job Corporate Finance at DaVita
Industry Financial Services
Experience
DaVita May 2014 - Present
Mannys Tickets May 2013 - April 2014
Stifel Nicolaus & Co./ Stone & Youngberg LLC March 2010 - April 2013
Jefferies & Company April 2009 - February 2010
Banc of America Securities July 2007 - April 2009
The Daily Californian June 2004 - May 2007
Cowen and Company June 2006 - August 2006
Skills
Financial Industry..., Real Estate Finance, Capital Markets, Fixed Income, Public Finance..., Investments, Real Estate Economics, Financial Modeling, Finance, Investment Banking, Entrepreneurship, Public Finance, Financial Analysis, Strategy, Bloomberg, Valuation
Education
University of California, Berkeley, Haas School of Business 2003 — 2007
B.S., Business Administration
DaVita May 2014 - Present
Mannys Tickets May 2013 - April 2014
Stifel Nicolaus & Co./ Stone & Youngberg LLC March 2010 - April 2013
Jefferies & Company April 2009 - February 2010
Banc of America Securities July 2007 - April 2009
The Daily Californian June 2004 - May 2007
Cowen and Company June 2006 - August 2006
Skills
Financial Industry..., Real Estate Finance, Capital Markets, Fixed Income, Public Finance..., Investments, Real Estate Economics, Financial Modeling, Finance, Investment Banking, Entrepreneurship, Public Finance, Financial Analysis, Strategy, Bloomberg, Valuation
Education
University of California, Berkeley, Haas School of Business 2003 — 2007
B.S., Business Administration
Thomas Boeje's Jefferies & Company Experience June 2010 - August 2010
Job Senior Analyst at Siemens Financial Services
Industry Financial Services
Experience
Siemens Financial Services February 2014 - Present
Siemens Financial Services August 2011 - February 2014
Jefferies & Company June 2010 - August 2010
Paxton Financial Services June 2009 - July 2009
Skills
Credit Risk, Analysis, Energy, Forecasting, Microsoft Excel, Financial Modeling, Credit Analysis, Renewable Energy, PowerPoint, Oil/Gas, Power Generation, Cash Flow Lending, Credit Derivatives, Microsoft Word, Development Loans, Due Diligence, Portfolio Management, Equities
Education
University at Albany 2007 — 2011
Business Administration, Financial Analysis Honors Program
Siemens Financial Services February 2014 - Present
Siemens Financial Services August 2011 - February 2014
Jefferies & Company June 2010 - August 2010
Paxton Financial Services June 2009 - July 2009
Skills
Credit Risk, Analysis, Energy, Forecasting, Microsoft Excel, Financial Modeling, Credit Analysis, Renewable Energy, PowerPoint, Oil/Gas, Power Generation, Cash Flow Lending, Credit Derivatives, Microsoft Word, Development Loans, Due Diligence, Portfolio Management, Equities
Education
University at Albany 2007 — 2011
Business Administration, Financial Analysis Honors Program
David Wishnow's Jefferies & Company Experience August 2011 - February 2012
Job Vice President, Equity Research Analyst at GMP Securities
Industry Investment Banking
Experience
GMP Securities June 2014 - Present
ISI Group March 2012 - May 2014
Jefferies & Company August 2011 - February 2012
Madison Williams and Company October 2010 - September 2011
Global Hunter Securities May 2010 - October 2010
Global Hunter Securities November 2009 - May 2010
Capital One Southcoast April 2007 - November 2009
Skills
Financial Modeling, Equity Valuation, Bloomberg, Valuation, Financial Analysis, Oil & Gas Services, Capital Markets, Equities, Equity Research, Due Diligence, Investment Banking, Series 7, Securities, Corporate Finance, Investments
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Masters, Finance
Tulane University 2003 — 2007
BSM, Finance
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance
GMP Securities June 2014 - Present
ISI Group March 2012 - May 2014
Jefferies & Company August 2011 - February 2012
Madison Williams and Company October 2010 - September 2011
Global Hunter Securities May 2010 - October 2010
Global Hunter Securities November 2009 - May 2010
Capital One Southcoast April 2007 - November 2009
Skills
Financial Modeling, Equity Valuation, Bloomberg, Valuation, Financial Analysis, Oil & Gas Services, Capital Markets, Equities, Equity Research, Due Diligence, Investment Banking, Series 7, Securities, Corporate Finance, Investments
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Masters, Finance
Tulane University 2003 — 2007
BSM, Finance
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance
Hirak Bali's Jefferies & Company Experience June 2010 - August 2010
Job Investment Professional at The TCW Group
Industry Venture Capital & Private Equity
Experience
The TCW Group April 2014 - Present
Aurora Capital Group August 2010 - Present
Jefferies & Company June 2010 - August 2010
Jefferies & Company June 2007 - June 2010
Navigant Capital Advisors July 2006 - September 2006
Europlay Capital Advisors January 2006 - June 2006
Education
University of California, Los Angeles
BA, Business Economics
El Camino Fundamental High School 2000 — 2004
The TCW Group April 2014 - Present
Aurora Capital Group August 2010 - Present
Jefferies & Company June 2010 - August 2010
Jefferies & Company June 2007 - June 2010
Navigant Capital Advisors July 2006 - September 2006
Europlay Capital Advisors January 2006 - June 2006
Education
University of California, Los Angeles
BA, Business Economics
El Camino Fundamental High School 2000 — 2004
Bill Derrough's Jefferies & Company Experience April 1998 - April 2008
Job CoHead Recapitalization & Restructuring, at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2008 - Present
Jefferies & Company April 1998 - April 2008
Education
University of California, Berkeley 1983 — 1988
San Marin
Moelis & Company 2008 - Present
Jefferies & Company April 1998 - April 2008
Education
University of California, Berkeley 1983 — 1988
San Marin
Andrew Ravreby's Jefferies & Company Experience July 2011 - June 2012
Job Finance and Strategy at Square
Industry Financial Services
Experience
Square September 2014 - Present
Citadel Investment Group July 2012 - June 2014
Jefferies & Company July 2011 - June 2012
PresPoint Capital June 2010 - August 2010
Stiles Hall December 2008 - May 2010
Skills
Financial Modeling, Analysis, Equities, Equity Research, Finance, Hedge Funds, Investment Banking, Investments, Management, Mergers, Program Management, Valuation
Education
University of California, Berkeley, Haas School of Business 2007 — 2011
BS, Business Administration
UC Berkeley
Square September 2014 - Present
Citadel Investment Group July 2012 - June 2014
Jefferies & Company July 2011 - June 2012
PresPoint Capital June 2010 - August 2010
Stiles Hall December 2008 - May 2010
Skills
Financial Modeling, Analysis, Equities, Equity Research, Finance, Hedge Funds, Investment Banking, Investments, Management, Mergers, Program Management, Valuation
Education
University of California, Berkeley, Haas School of Business 2007 — 2011
BS, Business Administration
UC Berkeley
Biju Perincheril's Jefferies & Company Experience November 2007 - July 2014
Job Equity Research Analyst E&P at Susquehanna International Group, LLP (SIG)
Industry Investment Banking
Experience
Susquehanna International Group, LLP (SIG) August 2014 - Present
Jefferies & Company November 2007 - July 2014
Banc of America Securities 2003 - 2005
Honeywell 1993 - 1999
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA
Susquehanna International Group, LLP (SIG) August 2014 - Present
Jefferies & Company November 2007 - July 2014
Banc of America Securities 2003 - 2005
Honeywell 1993 - 1999
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA
Ashley Geller's Jefferies & Company Experience September 2006 - December 2008
Job Corporate Attorney
Industry Law Practice
Experience
Vinson and Elkins June 2011 - May 2012
Miller, Egan, Molter & Nelson LLP February 2010 - June 2011
Jefferies & Company September 2006 - December 2008
Vinson and Elkins September 1999 - August 2006
Skills
Private Equity, Mergers, Corporate Law, Corporate Governance
Education
The University of Texas School of Law
J.D.
University of Virginia
B.A., International Affairs
Vinson and Elkins June 2011 - May 2012
Miller, Egan, Molter & Nelson LLP February 2010 - June 2011
Jefferies & Company September 2006 - December 2008
Vinson and Elkins September 1999 - August 2006
Skills
Private Equity, Mergers, Corporate Law, Corporate Governance
Education
The University of Texas School of Law
J.D.
University of Virginia
B.A., International Affairs
Teddy Cummings's Jefferies & Company Experience July 2012 - February 2014
Job Associate at Anchorage Capital Group
Industry Investment Banking
Experience
Anchorage Capital Group, L.L.C. July 2015 - Present
Goldman Sachs February 2014 - June 2015
Jefferies & Company July 2012 - February 2014
Skills
Investments, Distressed Debt, Valuation, Credit Derivatives, Leveraged Finance, Equities, High Yield, Leveraged Lending, Hedge Funds, Financial Modeling, Investment Banking, Capital IQ, Bloomberg, LBO, Microsoft Excel
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Anchorage Capital Group, L.L.C. July 2015 - Present
Goldman Sachs February 2014 - June 2015
Jefferies & Company July 2012 - February 2014
Skills
Investments, Distressed Debt, Valuation, Credit Derivatives, Leveraged Finance, Equities, High Yield, Leveraged Lending, Hedge Funds, Financial Modeling, Investment Banking, Capital IQ, Bloomberg, LBO, Microsoft Excel
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Regen Wallis's Jefferies & Company Experience May 2006 - August 2006
Job Vice President Intellectual Property Research at ICAP
Industry Financial Services
Experience
ICAP Patent Brokerage (ICAP Ocean Tomo) September 2012 - Present
ICAP July 2011 - August 2012
ICAP December 2007 - August 2012
UBS Wealth Management October 2006 - May 2007
National Instruments August 2006 - December 2006
Jefferies & Company May 2006 - August 2006
Skills
Equities, Business Development, Acquisitions, Bloomberg, Financial Modeling, Valuation, Hedge Funds, Investment Banking, Capital Markets, Fixed Income, Private Equity, Financial Analysis, Patents, Investments, Mergers, Economics, Mergers & Acquisitions, Intellectual Property, IP transactions, Patent Portfolio..., Entrepreneurship, Venture Capital, Equity Research, Trading, Due Diligence, Portfolio Management, Investment Strategies, Banking, Derivatives, Securities
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration, Finance
ICAP Patent Brokerage (ICAP Ocean Tomo) September 2012 - Present
ICAP July 2011 - August 2012
ICAP December 2007 - August 2012
UBS Wealth Management October 2006 - May 2007
National Instruments August 2006 - December 2006
Jefferies & Company May 2006 - August 2006
Skills
Equities, Business Development, Acquisitions, Bloomberg, Financial Modeling, Valuation, Hedge Funds, Investment Banking, Capital Markets, Fixed Income, Private Equity, Financial Analysis, Patents, Investments, Mergers, Economics, Mergers & Acquisitions, Intellectual Property, IP transactions, Patent Portfolio..., Entrepreneurship, Venture Capital, Equity Research, Trading, Due Diligence, Portfolio Management, Investment Strategies, Banking, Derivatives, Securities
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration, Finance
Yash Patel's Jefferies & Company Experience 2010 - 2012
Job Venture/Growth Investor at Telstra Ventures
Industry Venture Capital & Private Equity
Experience
Telstra Ventures January 2014 - Present
Near.co December 2014 - Present
Bigcommerce November 2014 - Present
Adknowledge September 2012 - January 2014
Jefferies & Company 2010 - 2012
Houlihan Lokey Howard & Zukin 2008 - 2009
Credit Suisse 2008 - 2008
Lazard 2007 - 2007
Education
UCL
B.Sc (Hons)
Telstra Ventures January 2014 - Present
Near.co December 2014 - Present
Bigcommerce November 2014 - Present
Adknowledge September 2012 - January 2014
Jefferies & Company 2010 - 2012
Houlihan Lokey Howard & Zukin 2008 - 2009
Credit Suisse 2008 - 2008
Lazard 2007 - 2007
Education
UCL
B.Sc (Hons)
Jack Schwetje's Jefferies & Company Experience 2006 - 2007
Job Experienced Financial Professional
Industry Investment Management
Experience
First New York Securities September 2013 - December 2013
Agile Trading Group June 2011 - August 2013
Forefront Capital Management May 2010 - June 2011
Jefferies & Company 2006 - 2007
Deutsche Bank Securities June 2001 - June 2005
Goldman Sachs February 1992 - June 2001
US Army 1988 - 1992
Skills
Equities, Hedge Funds, Trading, Management, Investments, Capital Markets, Alternative Investments, Strategic Planning, Securities, Valuation, Derivatives, Asset Management, Private Equity, Options, Series 7, Fixed Income
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science, Engineering Management
First New York Securities September 2013 - December 2013
Agile Trading Group June 2011 - August 2013
Forefront Capital Management May 2010 - June 2011
Jefferies & Company 2006 - 2007
Deutsche Bank Securities June 2001 - June 2005
Goldman Sachs February 1992 - June 2001
US Army 1988 - 1992
Skills
Equities, Hedge Funds, Trading, Management, Investments, Capital Markets, Alternative Investments, Strategic Planning, Securities, Valuation, Derivatives, Asset Management, Private Equity, Options, Series 7, Fixed Income
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science, Engineering Management
Peter (PJ) O'Neil's Jefferies & Company Experience May 2009 - July 2009
Job MBA Candidate Class of 2017 at Haas School of Business, UC Berkeley
Industry Management Consulting
Experience
Bespoke Post March 2014 - July 2015
Monitor Deloitte January 2013 - March 2014
Monitor Group August 2011 - December 2012
Monitor Group May 2010 - July 2010
Jefferies & Company May 2009 - July 2009
Rally Software Development October 2008 - May 2009
Skills
Strategic Consulting, Management Consulting, Strategy, Financial Modeling, Business Strategy, Competitive Analysis, Market Entry, Market Research, Growth Strategies, Entrepreneurship, Corporate Development, Data Analysis, Analytics, Marketing Strategy, Marketing, Financial Analysis, Retail, SQL, HTML, Java, SPSS, Statistical Modeling
Education
University of Colorado at Boulder 2008 — 2011
Bachelor's Degree, Economics, Mathematics
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Bespoke Post March 2014 - July 2015
Monitor Deloitte January 2013 - March 2014
Monitor Group August 2011 - December 2012
Monitor Group May 2010 - July 2010
Jefferies & Company May 2009 - July 2009
Rally Software Development October 2008 - May 2009
Skills
Strategic Consulting, Management Consulting, Strategy, Financial Modeling, Business Strategy, Competitive Analysis, Market Entry, Market Research, Growth Strategies, Entrepreneurship, Corporate Development, Data Analysis, Analytics, Marketing Strategy, Marketing, Financial Analysis, Retail, SQL, HTML, Java, SPSS, Statistical Modeling
Education
University of Colorado at Boulder 2008 — 2011
Bachelor's Degree, Economics, Mathematics
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Alan Goldstein's Jefferies & Company Experience July 2012 - June 2014
Job Associate at Cotton Creek Capital
Industry Venture Capital & Private Equity
Experience
Cotton Creek Capital July 2014 - Present
Jefferies & Company July 2012 - June 2014
Peak Performance Consulting 2011 - 2012
Jefferies & Company June 2011 - August 2011
Energy Future Holdings May 2010 - August 2010
Skills
Leadership, Microsoft Excel, Financial Analysis, Data Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2012
Bachelor of Business Administration (BBA), Finance, General
Cotton Creek Capital July 2014 - Present
Jefferies & Company July 2012 - June 2014
Peak Performance Consulting 2011 - 2012
Jefferies & Company June 2011 - August 2011
Energy Future Holdings May 2010 - August 2010
Skills
Leadership, Microsoft Excel, Financial Analysis, Data Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2012
Bachelor of Business Administration (BBA), Finance, General
Gary Hill's Jefferies & Company Experience November 2009 - Present
Job Managing Director International Equity Trading at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company November 2009 - Present
Deutsche Bank April 2002 - March 2009
ING Bank February 1996 - April 2002
Bear, Stearns & Co. Inc. 1993 - 1996
Skills
Emerging Markets, Equity Trading, Equities, Trading, Equity Derivatives, Series 24, Hedge Funds, Commodity, FX trading, Trading Systems, Electronic Trading, Financial Markets, Securities, FX Options, Prime Brokerage
Education
University at Albany, SUNY 1989 — 1993
BS, Business
Jefferies & Company November 2009 - Present
Deutsche Bank April 2002 - March 2009
ING Bank February 1996 - April 2002
Bear, Stearns & Co. Inc. 1993 - 1996
Skills
Emerging Markets, Equity Trading, Equities, Trading, Equity Derivatives, Series 24, Hedge Funds, Commodity, FX trading, Trading Systems, Electronic Trading, Financial Markets, Securities, FX Options, Prime Brokerage
Education
University at Albany, SUNY 1989 — 1993
BS, Business
Anne Ekern's Jefferies & Company Experience October 2004 - December 2008
Job Senior Advisor, Royal Norwegian Consulate General
Industry Government Administration
Experience
Royal Norwegian Consulate General November 2014 - Present
The Houstonian Lite April 2012 - Present
The Houstonian Hotel, Club & Spa September 2014 - November 2014
Energy 360 November 2008 - November 2014
REC Silicon May 2009 - February 2012
Jefferies & Company October 2004 - December 2008
Norsk Hydro ASA November 1998 - August 2004
Norsk Hydro September 2001 - December 2003
Skills
Public Relations, Internal Communications, PFIT Certified, ACE..., Marketing Communications, Corporate Social..., Strategic Communications, Change Management, Media Relations, Marketing, Public Affairs, Strategy
Education
University of Bath 1989 — 1993
Bachelor Honours, Business Administration
Royal Norwegian Consulate General November 2014 - Present
The Houstonian Lite April 2012 - Present
The Houstonian Hotel, Club & Spa September 2014 - November 2014
Energy 360 November 2008 - November 2014
REC Silicon May 2009 - February 2012
Jefferies & Company October 2004 - December 2008
Norsk Hydro ASA November 1998 - August 2004
Norsk Hydro September 2001 - December 2003
Skills
Public Relations, Internal Communications, PFIT Certified, ACE..., Marketing Communications, Corporate Social..., Strategic Communications, Change Management, Media Relations, Marketing, Public Affairs, Strategy
Education
University of Bath 1989 — 1993
Bachelor Honours, Business Administration
Frank Baxter's Jefferies & Company Experience August 1973 - February 2002
Job CoChairman, Alliance for College Ready Public Schools
Industry Education Management
Experience
Alliance of College Ready Public Schools March 2004 - Present
Fremont College 2010 - 2014
Fremont College 2010 - 2014
Jefferies & Company August 1973 - February 2002
Skills
Community Outreach, Fundraising, Public Speaking, Program Evaluation, Nonprofits, Research, Capital Markets, Program Development, Strategic Planning, Venture Capital, Organizational..., Leadership Development, Community Development, Leadership, Equities, Coaching, Curriculum Development, Educational Leadership, Finance, Investment Banking, Private Equity, Staff Development, Program Management, Investments, Teaching, Management, Series 7, Curriculum Design, Business Development, Financial Analysis, Financial Markets, Business Strategy, Philanthropy, Hedge Funds, Public Policy
Education
UC Berkeley 1960 — 1962
Bachelors of Arts with honors, Economics
University of California, Berkeley
BA
Alliance of College Ready Public Schools March 2004 - Present
Fremont College 2010 - 2014
Fremont College 2010 - 2014
Jefferies & Company August 1973 - February 2002
Skills
Community Outreach, Fundraising, Public Speaking, Program Evaluation, Nonprofits, Research, Capital Markets, Program Development, Strategic Planning, Venture Capital, Organizational..., Leadership Development, Community Development, Leadership, Equities, Coaching, Curriculum Development, Educational Leadership, Finance, Investment Banking, Private Equity, Staff Development, Program Management, Investments, Teaching, Management, Series 7, Curriculum Design, Business Development, Financial Analysis, Financial Markets, Business Strategy, Philanthropy, Hedge Funds, Public Policy
Education
UC Berkeley 1960 — 1962
Bachelors of Arts with honors, Economics
University of California, Berkeley
BA
Raina Bhatt's Jefferies & Company Experience June 2009 - August 2009
Job J.D. Candidate at Michigan Law
Industry Law Practice
Experience
Ada's Cafe September 2012 - April 2014
Cater2.me June 2012 - August 2012
Barclays Capital July 2010 - June 2012
Jefferies & Company June 2009 - August 2009
De La Rosa & Co. May 2008 - May 2009
Patpatia & Associates January 2008 - May 2008
Game Ready March 2007 - September 2007
Skills
Start-ups, Competitive Analysis, Forecasting, Business Strategy, Analysis, Finance, Financial Modeling, Marketing, Financial Analysis, Investment Banking, Valuation, Market Research, Data Analysis, Corporate Finance, Economics, Microsoft Excel, Due Diligence, Business Planning
Education
University of Michigan Law School 2014 — 2017
Doctor of Law (J.D.), Law
University of California, Berkeley 2006 — 2010
B.A., Economics, Legal Studies
Ada's Cafe September 2012 - April 2014
Cater2.me June 2012 - August 2012
Barclays Capital July 2010 - June 2012
Jefferies & Company June 2009 - August 2009
De La Rosa & Co. May 2008 - May 2009
Patpatia & Associates January 2008 - May 2008
Game Ready March 2007 - September 2007
Skills
Start-ups, Competitive Analysis, Forecasting, Business Strategy, Analysis, Finance, Financial Modeling, Marketing, Financial Analysis, Investment Banking, Valuation, Market Research, Data Analysis, Corporate Finance, Economics, Microsoft Excel, Due Diligence, Business Planning
Education
University of Michigan Law School 2014 — 2017
Doctor of Law (J.D.), Law
University of California, Berkeley 2006 — 2010
B.A., Economics, Legal Studies
Shahid Ullah's Jefferies & Company Experience 2005 - 2007
Job Self employed
Industry Oil & Energy
Experience
KFLP November 2014 - Present
Jefferies & Company 2005 - 2007
Education
The University of Texas at Austin
B S, Petroleum Engineering
KFLP November 2014 - Present
Jefferies & Company 2005 - 2007
Education
The University of Texas at Austin
B S, Petroleum Engineering
Stefan Tomkiw's Jefferies & Company Experience January 2012 - June 2015
Job Vice President Commodities at Societe Generale Corporate and Investment Banking SGCIB
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB June 2015 - Present
Jefferies & Company January 2012 - June 2015
Banco Votorantim March 2008 - December 2011
TM Investimentos February 2007 - March 2008
GRADUAL Investimentos 2003 - 2007
Fimat June 2006 - December 2006
Skills
Options, Trading, Derivatives, Trading Systems, Financial Markets, Equities, Electronic Trading, Commodity, Hedging, Fixed Income, Investments, Valuation, Bloomberg, Capital Markets, Brokerage, Risk Management, Asset Managment, Financial Analysis, Portfolio Management, Trading Strategies, FX Options, Economics, Proprietary Trading, Investment Banking, Hedge Funds, Emerging Markets, Bonds, Corporate Finance, Banking, Commodity Markets
Education
Universidade Federal do Paraná 2010 — 2010
MBA, Agribusiness Management
Universidade Federal do Paraná 2001 — 2007
Bachelor's degree, Economics
Societe Generale Corporate and Investment Banking - SGCIB June 2015 - Present
Jefferies & Company January 2012 - June 2015
Banco Votorantim March 2008 - December 2011
TM Investimentos February 2007 - March 2008
GRADUAL Investimentos 2003 - 2007
Fimat June 2006 - December 2006
Skills
Options, Trading, Derivatives, Trading Systems, Financial Markets, Equities, Electronic Trading, Commodity, Hedging, Fixed Income, Investments, Valuation, Bloomberg, Capital Markets, Brokerage, Risk Management, Asset Managment, Financial Analysis, Portfolio Management, Trading Strategies, FX Options, Economics, Proprietary Trading, Investment Banking, Hedge Funds, Emerging Markets, Bonds, Corporate Finance, Banking, Commodity Markets
Education
Universidade Federal do Paraná 2010 — 2010
MBA, Agribusiness Management
Universidade Federal do Paraná 2001 — 2007
Bachelor's degree, Economics
Andy Rogers's Jefferies & Company Experience July 2004 - July 2014
Job Vice President, Business Development at Encana Corporation
Industry Oil & Energy
Experience
Encana Corporation July 2014 - Present
Jefferies & Company July 2004 - July 2014
NAL Resources 1999 - 2004
Mobil Oil / Aera Energy 1991 - 1999
Skills
Energy, Natural Gas, Due Diligence, Valuation, Divestitures, Corporate Finance, Energy Industry, Investment Banking, Financial Modeling, Petroleum, Private Equity, Venture Capital, Capital Markets, Acquisitions, Private Placements, Corporate Development, Joint Ventures, Economics, Strategic Planning, Project Management
Education
University of Waterloo 1986 — 1991
BASc Geological Engineering
The University of Calgary 1999 — 2002
MBA
Encana Corporation July 2014 - Present
Jefferies & Company July 2004 - July 2014
NAL Resources 1999 - 2004
Mobil Oil / Aera Energy 1991 - 1999
Skills
Energy, Natural Gas, Due Diligence, Valuation, Divestitures, Corporate Finance, Energy Industry, Investment Banking, Financial Modeling, Petroleum, Private Equity, Venture Capital, Capital Markets, Acquisitions, Private Placements, Corporate Development, Joint Ventures, Economics, Strategic Planning, Project Management
Education
University of Waterloo 1986 — 1991
BASc Geological Engineering
The University of Calgary 1999 — 2002
MBA
E. Coombs's Jefferies & Company Experience October 2009 - Present
Job MD, Jefferies & Company, Inc.
Industry Investment Banking
Experience
Jefferies & Company October 2009 - Present
Morgan Stanley April 1995 - March 2003
Bankers Trust January 1989 - March 1995
Education
Tufts University 1981 — 1985
University of Southern California
University of Tübingen
Deutsche Geschichte
Jefferies & Company October 2009 - Present
Morgan Stanley April 1995 - March 2003
Bankers Trust January 1989 - March 1995
Education
Tufts University 1981 — 1985
University of Southern California
University of Tübingen
Deutsche Geschichte
Kieron Keating's Jefferies & Company Experience June 2009 - Present
Job •MD, Global COO & Head of Client Relationships, Fixed Income Division at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2009 - Present
Barclays Capital September 2008 - November 2008
Lehman Brothers June 2006 - September 2008
Education
Trinity College Dublin 1983 — 1987
B.B.S, Bachelor Business Studies
Jefferies & Company June 2009 - Present
Barclays Capital September 2008 - November 2008
Lehman Brothers June 2006 - September 2008
Education
Trinity College Dublin 1983 — 1987
B.B.S, Bachelor Business Studies
William Stavropoulos's Jefferies & Company Experience 1996 - 2011
Job Partner, Director of Business Development at Envisage Capital Management
Industry Investment Management
Experience
Envisage Capital Management 2014 - Present
Guggenheim Partners 2012 - 2014
Jefferies & Company 1996 - 2011
Melville, Inc. (Pacific Stock Exchange) 1993 - 1996
Skills
Capital Markets, Bloomberg, Due Diligence, Value Investing, Asset Management, Trading, Alternative Investments, Start-up Ventures, Venture Capital, Hedge Funds, Trading Systems, Angel Investing, Equities, Financial Modeling, Institutional, Fixed Income, Investments, Valuation
Education
UCLA 1988 — 1993
BA, Economics
St. Francis High School
St. Francis High School
Envisage Capital Management 2014 - Present
Guggenheim Partners 2012 - 2014
Jefferies & Company 1996 - 2011
Melville, Inc. (Pacific Stock Exchange) 1993 - 1996
Skills
Capital Markets, Bloomberg, Due Diligence, Value Investing, Asset Management, Trading, Alternative Investments, Start-up Ventures, Venture Capital, Hedge Funds, Trading Systems, Angel Investing, Equities, Financial Modeling, Institutional, Fixed Income, Investments, Valuation
Education
UCLA 1988 — 1993
BA, Economics
St. Francis High School
St. Francis High School
Johnny H. Garrison III CFA's Jefferies & Company Experience 2005 - 2006
Job Vice President at Tradeweb
Industry Capital Markets
Experience
Tradeweb July 2015 - Present
Duncan-Williams, Inc. September 2013 - June 2015
Pierpont Securities August 2011 - September 2013
SunTrust Robinson Humphrey 2008 - August 2011
Protective Securities - A Division of Protective Life 2006 - 2008
Jefferies & Company 2005 - 2006
Reuters America 2004 - 2005
ABN AMRO - LaSalle Broker Dealers Services Division 2001 - 2004
Sterne Agee 1996 - 2001
Compass Bank 1994 - 1996
Education
University of Alabama 1990 — 1994
B.S., Quantitative Finance
Tradeweb July 2015 - Present
Duncan-Williams, Inc. September 2013 - June 2015
Pierpont Securities August 2011 - September 2013
SunTrust Robinson Humphrey 2008 - August 2011
Protective Securities - A Division of Protective Life 2006 - 2008
Jefferies & Company 2005 - 2006
Reuters America 2004 - 2005
ABN AMRO - LaSalle Broker Dealers Services Division 2001 - 2004
Sterne Agee 1996 - 2001
Compass Bank 1994 - 1996
Education
University of Alabama 1990 — 1994
B.S., Quantitative Finance
Michael Talbot, CFA's Jefferies & Company Experience July 2011 - December 2013
Job Associate, High Grade Credit Trading at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
Jefferies LLC January 2014 - March 2014
Jefferies & Company July 2011 - December 2013
Trinity Capital LLC September 2010 - December 2010
Jefferies & Company June 2010 - August 2010
Independent Institute June 2008 - August 2008
Skills
Capital Markets, Trading, Fixed Income, Hedge Funds, Bloomberg, Equities, Investment Banking, Investments, Valuation, Series 7, Derivatives, Bonds, Portfolio Management, Financial Analysis
Education
UCLA 2007 — 2011
B.A., Business Economics
Miramonte High School 2005 — 2007
De La Salle High School 2003 — 2005
Dorris Eaton 2000 — 2003
J.P. Morgan March 2014 - Present
Jefferies LLC January 2014 - March 2014
Jefferies & Company July 2011 - December 2013
Trinity Capital LLC September 2010 - December 2010
Jefferies & Company June 2010 - August 2010
Independent Institute June 2008 - August 2008
Skills
Capital Markets, Trading, Fixed Income, Hedge Funds, Bloomberg, Equities, Investment Banking, Investments, Valuation, Series 7, Derivatives, Bonds, Portfolio Management, Financial Analysis
Education
UCLA 2007 — 2011
B.A., Business Economics
Miramonte High School 2005 — 2007
De La Salle High School 2003 — 2005
Dorris Eaton 2000 — 2003
Jon Henderson's Jefferies & Company Experience 1993 - 1995
Job Investment Banker ✰ Strategic Consultant ✰ Corporate Advisor
Industry Financial Services
Experience
Private Practice / Sabbatical 2006 - Present
Banc of America Securities / Montgomery Securities 1999 - 2003
Banc of America Securities / Montgomery Securities 1998 - 1999
Libra Capital Partners 1995 - 1998
Jefferies & Company 1993 - 1995
Merrill Lynch & Co. 1991 - 1993
Skills
Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Strategic Planning, Leveraged Finance, Board Presentations, Financial Services, Financial Forecasting, Contract Negotiation, IPO Staging & Execution, Leadership, Team Building, Cross Boarder..., CEO/CFO Thought Partner, Debt & Equity Financing, Capital Structure, Capital Formation, Financial Structuring, Business Strategy, Creative Problem Solving, Communication Technology, Enterprise..., Enterprise Storage, Cloud Computing, Big Data, SaaS, Mobile Technology, Team Leadership, Business Development, Financial Modeling, Financial Analysis, Strategic Partnerships, Joint Ventures, Investments, Private Equity, Venture Capital, Management Consulting, Advisory Boards, Valuation, Restructuring, Mentoring, Entrepreneurship, M&A Assessment, Acquisition Screening, Competitive Analysis, Negotiation, Management
Education
University of California, Berkeley
Bachelor's Degree
Private Practice / Sabbatical 2006 - Present
Banc of America Securities / Montgomery Securities 1999 - 2003
Banc of America Securities / Montgomery Securities 1998 - 1999
Libra Capital Partners 1995 - 1998
Jefferies & Company 1993 - 1995
Merrill Lynch & Co. 1991 - 1993
Skills
Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Strategic Planning, Leveraged Finance, Board Presentations, Financial Services, Financial Forecasting, Contract Negotiation, IPO Staging & Execution, Leadership, Team Building, Cross Boarder..., CEO/CFO Thought Partner, Debt & Equity Financing, Capital Structure, Capital Formation, Financial Structuring, Business Strategy, Creative Problem Solving, Communication Technology, Enterprise..., Enterprise Storage, Cloud Computing, Big Data, SaaS, Mobile Technology, Team Leadership, Business Development, Financial Modeling, Financial Analysis, Strategic Partnerships, Joint Ventures, Investments, Private Equity, Venture Capital, Management Consulting, Advisory Boards, Valuation, Restructuring, Mentoring, Entrepreneurship, M&A Assessment, Acquisition Screening, Competitive Analysis, Negotiation, Management
Education
University of California, Berkeley
Bachelor's Degree
Jon Welch, CFA's Jefferies & Company Experience March 2010 - May 2012
Job Vice President
Industry Investment Banking
Experience
Investment Banking Firm May 2012 - Present
Jefferies & Company March 2010 - May 2012
California State Treasurer's Office January 2009 - March 2010
California State Treasurer's Office September 2006 - January 2009
Education
CFA Institute 2008 — 2009
Chartered Financisl Analyst Charterholder
UC Davis 1999 — 2004
Bachelor of Science (BS), Economics
Investment Banking Firm May 2012 - Present
Jefferies & Company March 2010 - May 2012
California State Treasurer's Office January 2009 - March 2010
California State Treasurer's Office September 2006 - January 2009
Education
CFA Institute 2008 — 2009
Chartered Financisl Analyst Charterholder
UC Davis 1999 — 2004
Bachelor of Science (BS), Economics
Rudy Geilim's Jefferies & Company Experience 1995 - 1996
Job Driver
Industry Transportation/Trucking/Railroad
Experience
First Student 2007 - Present
Work.com 2000 - 2001
United Airlines 1999 - 1999
TD Ameritrade 1997 - 1999
Jefferies & Company 1995 - 1996
Deutsche Bank 1994 - 1995
American Group Practice 1993 - 1994
Ernst & Young 1991 - 1992
Blue Cross of California 1986 - 1989
Skills
Customer Service, Transportation, Logistics, Operations Management, Warehousing, Process Improvement, Team Building, Leadership
Education
University of Chicago 1989 — 1991
Master of Business Administration (MBA), Marketing
University of Chicago 1984 — 1986
AM, Social Sciences
Universidade Federal do Ceará 1985 — 1985
Tinker Foundation Fellow, Economics of education
The George Washington University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Universite Paul Valery 1982 — 1983
Junior Year in France
Xavier High School 1976 — 1980
Diploma
First Student 2007 - Present
Work.com 2000 - 2001
United Airlines 1999 - 1999
TD Ameritrade 1997 - 1999
Jefferies & Company 1995 - 1996
Deutsche Bank 1994 - 1995
American Group Practice 1993 - 1994
Ernst & Young 1991 - 1992
Blue Cross of California 1986 - 1989
Skills
Customer Service, Transportation, Logistics, Operations Management, Warehousing, Process Improvement, Team Building, Leadership
Education
University of Chicago 1989 — 1991
Master of Business Administration (MBA), Marketing
University of Chicago 1984 — 1986
AM, Social Sciences
Universidade Federal do Ceará 1985 — 1985
Tinker Foundation Fellow, Economics of education
The George Washington University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Universite Paul Valery 1982 — 1983
Junior Year in France
Xavier High School 1976 — 1980
Diploma
Bryan Levy's Jefferies & Company Experience July 2011 - August 2013
Job Associate at Key Group Holdings
Industry Investment Management
Experience
Key Group Holdings September 2013 - Present
Jefferies & Company July 2011 - August 2013
Lazard June 2010 - August 2010
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
Key Group Holdings September 2013 - Present
Jefferies & Company July 2011 - August 2013
Lazard June 2010 - August 2010
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
Henry Hsu's Jefferies & Company Experience March 2005 - April 2006
Job Chief Operating Officer/Chief Financial Officer at DAVI LUXURY BRAND GROUP
Industry Consumer Goods
Experience
DAVI LUXURY BRAND GROUP November 2014 - Present
The Warnaco Group, Inc. July 2012 - March 2013
The Blackstone Group April 2006 - July 2012
Jefferies & Company March 2005 - April 2006
UBS Investment Bank April 2001 - March 2004
Donaldson, Lufkin & Jenrette August 2000 - April 2001
Arthur Andersen LLP September 1995 - August 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA), Finance, General
UCLA 1990 — 1995
Bachelor of Arts (B.A.), Economics
DAVI LUXURY BRAND GROUP November 2014 - Present
The Warnaco Group, Inc. July 2012 - March 2013
The Blackstone Group April 2006 - July 2012
Jefferies & Company March 2005 - April 2006
UBS Investment Bank April 2001 - March 2004
Donaldson, Lufkin & Jenrette August 2000 - April 2001
Arthur Andersen LLP September 1995 - August 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA), Finance, General
UCLA 1990 — 1995
Bachelor of Arts (B.A.), Economics
Joe Allgor's Jefferies & Company Experience 2005 - 2012
Job Litigation and Regulatory Counsel
Industry Law Practice
Experience
Herskovits PLLC 2012 - Present
Jefferies & Company 2005 - 2012
Dorsey & Whitney LLP 2003 - 2005
Chadbourne & Parke LLP 2002 - 2003
Milbank, Tweed, Hadley & McCloy LLP 1998 - 2002
Skills
Litigation, Securities, Capital Markets, Securities Regulation, Commercial Litigation, Equities, Hedge Funds
Education
UCLA School of Law 1995 — 1998
JD
University of Virginia 1991 — 1994
BA, History
Herskovits PLLC 2012 - Present
Jefferies & Company 2005 - 2012
Dorsey & Whitney LLP 2003 - 2005
Chadbourne & Parke LLP 2002 - 2003
Milbank, Tweed, Hadley & McCloy LLP 1998 - 2002
Skills
Litigation, Securities, Capital Markets, Securities Regulation, Commercial Litigation, Equities, Hedge Funds
Education
UCLA School of Law 1995 — 1998
JD
University of Virginia 1991 — 1994
BA, History
George Zeito's Jefferies & Company Experience 2005 - April 2008
Job Principal Reservoir Engineer at Afren
Industry Oil & Energy
Experience
Afren April 2008 - Present
Jefferies & Company 2005 - April 2008
Randall & Dewey 2003 - 2005
Baker Hughes E&P Solutions 1999 - 2003
Baker Hughes E&P Solutions 1997 - 1999
Skills
Reservoir Evaluation, Reservoir Management, Reservoir Engineering, Reservoir Simulation, Reservoir Modeling
Education
The University of Texas at Dallas 1974 — 1978
Bachelor's degree, Behavioral and Brain Science
University of Tulsa 1970 — 1971
Afren April 2008 - Present
Jefferies & Company 2005 - April 2008
Randall & Dewey 2003 - 2005
Baker Hughes E&P Solutions 1999 - 2003
Baker Hughes E&P Solutions 1997 - 1999
Skills
Reservoir Evaluation, Reservoir Management, Reservoir Engineering, Reservoir Simulation, Reservoir Modeling
Education
The University of Texas at Dallas 1974 — 1978
Bachelor's degree, Behavioral and Brain Science
University of Tulsa 1970 — 1971
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS