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
Benedict O'Connor Benedict O'Connor's Jefferies & Company Experience December 2011 - May 2015
Job
Industry Capital Markets
Experience
Mizuho Securities USA Inc. May 2015 - Present
Jefferies & Company December 2011 - May 2015
Barclays Capital September 2008 - September 2011
Lehman Brothers April 2002 - September 2008
EFHutton 1982 - 1988
Skills
Capital Markets, Fixed Income, Equities, Bloomberg, Options, Trading, Derivatives, Electronic Trading, Financial Markets, Bonds, Trading Systems, Commodity, Equity Derivatives, Alternative Investments, Equity Trading, Hedging, Proprietary Trading, Series 63, Technical Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1982
BS, business administration
CK
Mizuho Securities USA Inc. May 2015 - Present
Jefferies & Company December 2011 - May 2015
Barclays Capital September 2008 - September 2011
Lehman Brothers April 2002 - September 2008
EFHutton 1982 - 1988
Skills
Capital Markets, Fixed Income, Equities, Bloomberg, Options, Trading, Derivatives, Electronic Trading, Financial Markets, Bonds, Trading Systems, Commodity, Equity Derivatives, Alternative Investments, Equity Trading, Hedging, Proprietary Trading, Series 63, Technical Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1982
BS, business administration
CK
Shreyans Parekh's Jefferies & Company Experience June 2008 - August 2008
Job Manager, Strategic Markets at Apttus
Industry Internet
Experience
Apttus January 2015 - Present
The Clorox Company March 2014 - January 2015
The Wonderful Company May 2013 - March 2014
Koyal Wholesale January 2009 - April 2013
Dress My Cupcake January 2009 - April 2013
Schwab Foundation for Social Entrepreneurship June 2009 - August 2009
TechnoServe May 2009 - June 2009
The Wharton School October 2008 - May 2009
The Wharton School September 2008 - January 2009
Jefferies & Company June 2008 - August 2008
Skills
Strategy, E-commerce, Marketing Strategy, Marketing, Online Marketing, Product Marketing, Digital Marketing, SEO, Product Management, Leadership, Business Development, Digital Strategy, CRM, Analytics, Social Media Marketing, SaaS, Email Marketing, Social Media, Cloud Computing, B2B Marketing, Salesforce.com, SEM, Global E-commerce, Mobile Commerce, Google Analytics, Financial Planning, Strategic Consulting, Strategy Development
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Strategic Management, Entrepreneurial Management, Marketing
University of Pennsylvania 2005 — 2009
BS and BA, Huntsman Program in International Studies and Business, Management, Magna Cum Laude
Apttus January 2015 - Present
The Clorox Company March 2014 - January 2015
The Wonderful Company May 2013 - March 2014
Koyal Wholesale January 2009 - April 2013
Dress My Cupcake January 2009 - April 2013
Schwab Foundation for Social Entrepreneurship June 2009 - August 2009
TechnoServe May 2009 - June 2009
The Wharton School October 2008 - May 2009
The Wharton School September 2008 - January 2009
Jefferies & Company June 2008 - August 2008
Skills
Strategy, E-commerce, Marketing Strategy, Marketing, Online Marketing, Product Marketing, Digital Marketing, SEO, Product Management, Leadership, Business Development, Digital Strategy, CRM, Analytics, Social Media Marketing, SaaS, Email Marketing, Social Media, Cloud Computing, B2B Marketing, Salesforce.com, SEM, Global E-commerce, Mobile Commerce, Google Analytics, Financial Planning, Strategic Consulting, Strategy Development
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Strategic Management, Entrepreneurial Management, Marketing
University of Pennsylvania 2005 — 2009
BS and BA, Huntsman Program in International Studies and Business, Management, Magna Cum Laude
Dao James Minh Le's Jefferies & Company Experience 2012 - 2012
Job ExxonMobil Finance
Industry Oil & Energy
Experience
ExxonMobil July 2013 - Present
Jefferies & Company 2012 - 2012
Vietnamese Assn of Charlotte 2008 - 2011
Accenture 2007 - 2011
Skills
Financial Modeling, Corporate Finance, Valuation, Management Consulting, Business Strategy, Investment Banking, Capital Markets, Financial Services, Strategy, Finance, Competitive Analysis, Business Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Full-Time Program, Finance
University of North Carolina at Chapel Hill 2003 — 2007
Business Admin
ExxonMobil July 2013 - Present
Jefferies & Company 2012 - 2012
Vietnamese Assn of Charlotte 2008 - 2011
Accenture 2007 - 2011
Skills
Financial Modeling, Corporate Finance, Valuation, Management Consulting, Business Strategy, Investment Banking, Capital Markets, Financial Services, Strategy, Finance, Competitive Analysis, Business Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Full-Time Program, Finance
University of North Carolina at Chapel Hill 2003 — 2007
Business Admin
Anthony Slabaugh, CFA's Jefferies & Company Experience January 2007 - May 2008
Job CMO Mortgage Backed Trader
Industry Financial Services
Experience
Société Générale May 2015 - Present
CRT Capital Group August 2014 - May 2015
Cantor Fitzgerald June 2011 - July 2014
Stifel Nicolaus September 2008 - June 2011
Jefferies & Company January 2007 - May 2008
KeyBanc Capital Markets May 2000 - January 2007
Skills
Trading, MBS, Derivatives, Bloomberg, Bonds, Capital Markets, Fixed Income, Securities, Series 7, Financial Risk, Portfolio Management, Mortgage Lending, Investment Banking, Hedging, Hedge Funds, Equities, Asset Management
Education
University of Mount Union
BA arts, Finance, Economics, Accounting
Société Générale May 2015 - Present
CRT Capital Group August 2014 - May 2015
Cantor Fitzgerald June 2011 - July 2014
Stifel Nicolaus September 2008 - June 2011
Jefferies & Company January 2007 - May 2008
KeyBanc Capital Markets May 2000 - January 2007
Skills
Trading, MBS, Derivatives, Bloomberg, Bonds, Capital Markets, Fixed Income, Securities, Series 7, Financial Risk, Portfolio Management, Mortgage Lending, Investment Banking, Hedging, Hedge Funds, Equities, Asset Management
Education
University of Mount Union
BA arts, Finance, Economics, Accounting
Joshua Pearl Joshua Pearl's Jefferies & Company Experience February 2011 - October 2011
Job CoHead of Sportsbook Trading
Industry Gambling & Casinos
Experience
Ocho Global, LLC January 2014 - January 2015
Ocho Global, LLC May 2012 - January 2015
Union Gaming Group November 2011 - January 2012
Jefferies & Company February 2011 - October 2011
Skills
Online Gambling, Gaming Industry, Corporate Finance, Trading, Financial Modeling, Financial Analysis, Valuation, Financial Markets, Online Gaming, Bloomberg, Bonds, Securities, Financial Risk, Investment Banking, Microsoft Excel, Horse Racing, QuickBooks, Online Casino, Casino Gaming, Online Poker, Capital Raising, Strategic Partnerships, Project Management, Online Payment Solutions, Affiliate Relations, Account Reconciliation, Sportsbook, Gaming
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Business, Finance and Banking, summa cum laude
Christian Brothers High School
Ocho Global, LLC January 2014 - January 2015
Ocho Global, LLC May 2012 - January 2015
Union Gaming Group November 2011 - January 2012
Jefferies & Company February 2011 - October 2011
Skills
Online Gambling, Gaming Industry, Corporate Finance, Trading, Financial Modeling, Financial Analysis, Valuation, Financial Markets, Online Gaming, Bloomberg, Bonds, Securities, Financial Risk, Investment Banking, Microsoft Excel, Horse Racing, QuickBooks, Online Casino, Casino Gaming, Online Poker, Capital Raising, Strategic Partnerships, Project Management, Online Payment Solutions, Affiliate Relations, Account Reconciliation, Sportsbook, Gaming
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Business, Finance and Banking, summa cum laude
Christian Brothers High School
Tiffany Hager Tiffany Hager's Jefferies & Company Experience July 2006 - May 2007
Job Executive Assistant to SVP of Corporate Finance & Investor Relations at Gap Inc.
Industry Retail
Experience
Gap Inc. March 2015 - Present
Banana Republic / Gap Inc. January 2015 - February 2015
Misc. Companies October 2013 - January 2015
Big Brothers Big Sisters of the Bay Area December 2013 - April 2014
Jacksonville Fashion Week, LLC July 2010 - September 2013
City of Jacksonville, City Council July 2007 - June 2011
Jefferies & Company July 2006 - May 2007
University Press of Florida January 2005 - June 2006
Harrison & Shriftman (Miami Beach, FL) August 2004 - December 2004
Provident Music Group (Reunion & Essential Records) May 2003 - August 2003
Skills
Public Relations, Event Planning, Vendor Management, Business Operations, Expense Reports, Strategic Planning, Project Management, Benefits Administration, Executive Calendar..., Google Apps, Logistics Management, Social Media, Research, Facebook, Google Calendar, Heavy Calendaring, Contract Negotiation, Event Management, Project Planning, Travel Arrangements, Marketing, Brand Development, Executive Level..., Fashion, Marketing Strategy, Media Relations, Social Networking, Video Production, Social Media Marketing, Sponsorship, Brand Management, Fashion Shows, Website Development, PowerPoint, Microsoft Word, Outlook, Report Design, Small Business, Budget Monitoring, Operating Budgets, Contract Management, Press Releases, Sponsorship Sales, WordPress, Brand Development..., Reporting & Analysis, Microsoft Office, Coordination, Office Management, Microsoft Excel
Education
University of Florida
Bachelor's degree, Public Relations
Gap Inc. March 2015 - Present
Banana Republic / Gap Inc. January 2015 - February 2015
Misc. Companies October 2013 - January 2015
Big Brothers Big Sisters of the Bay Area December 2013 - April 2014
Jacksonville Fashion Week, LLC July 2010 - September 2013
City of Jacksonville, City Council July 2007 - June 2011
Jefferies & Company July 2006 - May 2007
University Press of Florida January 2005 - June 2006
Harrison & Shriftman (Miami Beach, FL) August 2004 - December 2004
Provident Music Group (Reunion & Essential Records) May 2003 - August 2003
Skills
Public Relations, Event Planning, Vendor Management, Business Operations, Expense Reports, Strategic Planning, Project Management, Benefits Administration, Executive Calendar..., Google Apps, Logistics Management, Social Media, Research, Facebook, Google Calendar, Heavy Calendaring, Contract Negotiation, Event Management, Project Planning, Travel Arrangements, Marketing, Brand Development, Executive Level..., Fashion, Marketing Strategy, Media Relations, Social Networking, Video Production, Social Media Marketing, Sponsorship, Brand Management, Fashion Shows, Website Development, PowerPoint, Microsoft Word, Outlook, Report Design, Small Business, Budget Monitoring, Operating Budgets, Contract Management, Press Releases, Sponsorship Sales, WordPress, Brand Development..., Reporting & Analysis, Microsoft Office, Coordination, Office Management, Microsoft Excel
Education
University of Florida
Bachelor's degree, Public Relations
Alex Leb Alex Leb's Jefferies & Company Experience July 2006 - April 2008
Job Senior Manager at Activision Blizzard
Industry Entertainment
Experience
Activision Blizzard December 2014 - Present
Sony Pictures Entertainment March 2011 - December 2014
Piper Jaffray April 2008 - March 2011
Jefferies & Company July 2006 - April 2008
Skills
Investment Banking, Corporate Development, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Due Diligence, Private Equity, Strategy, Finance, Business Strategy, Strategic Partnerships, Competitive Analysis
Education
University of Michigan 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Activision Blizzard December 2014 - Present
Sony Pictures Entertainment March 2011 - December 2014
Piper Jaffray April 2008 - March 2011
Jefferies & Company July 2006 - April 2008
Skills
Investment Banking, Corporate Development, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Due Diligence, Private Equity, Strategy, Finance, Business Strategy, Strategic Partnerships, Competitive Analysis
Education
University of Michigan 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Christopher Tillett's Jefferies & Company Experience June 2013 - Present
Job Associate at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2013 - Present
GE Capital July 2012 - April 2013
GE July 2010 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, HTML, C++, German Language...
Education
University of Notre Dame 2006 — 2010
Bachelor's of Business Administration, Finance, Mathematics
Jefferies & Company June 2013 - Present
GE Capital July 2012 - April 2013
GE July 2010 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, HTML, C++, German Language...
Education
University of Notre Dame 2006 — 2010
Bachelor's of Business Administration, Finance, Mathematics
Brendan O'Dea's Jefferies & Company Experience 2013 - Present
Job Fixed Income Analyst at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company 2013 - Present
Jefferies & Company May 2012 - August 2012
Dow Jones May 2011 - August 2011
Skills
Equities, Financial Modeling, Investment Banking, Capital Markets, Bloomberg
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Applied Mathematics
Jefferies & Company 2013 - Present
Jefferies & Company May 2012 - August 2012
Dow Jones May 2011 - August 2011
Skills
Equities, Financial Modeling, Investment Banking, Capital Markets, Bloomberg
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Applied Mathematics
Brian Lynn's Jefferies & Company Experience August 2007 - July 2009
Job Sr. Product Marketing Manager @Twitter | Angel Investor @Blispay @Tablelist | Formerly @MorganStanley @Jefferies
Industry Internet
Experience
Twitter December 2014 - Present
Twitter April 2014 - November 2014
Tablelist July 2014 - July 2014
Twitter August 2013 - April 2014
Mobee February 2013 - August 2013
Smarterer January 2012 - July 2013
2Nova Interactive November 2009 - January 2012
Jefferies & Company August 2007 - July 2009
Morgan Stanley June 2005 - August 2005
Skills
Product Marketing, Growth Hacking, Lean Startup, iOS Development, User Experience, Ruby on Rails, JavaScript, jQuery, CSS, PHP, HTML, MySQL, Investment Banking, Mergers, Acquisitions, IPO, Capital Markets, Financial Modeling, Valuation, Microsoft Excel, PowerPoint
Education
University of Massachusetts, Amherst 2002 — 2006
B.A., Economics
Twitter December 2014 - Present
Twitter April 2014 - November 2014
Tablelist July 2014 - July 2014
Twitter August 2013 - April 2014
Mobee February 2013 - August 2013
Smarterer January 2012 - July 2013
2Nova Interactive November 2009 - January 2012
Jefferies & Company August 2007 - July 2009
Morgan Stanley June 2005 - August 2005
Skills
Product Marketing, Growth Hacking, Lean Startup, iOS Development, User Experience, Ruby on Rails, JavaScript, jQuery, CSS, PHP, HTML, MySQL, Investment Banking, Mergers, Acquisitions, IPO, Capital Markets, Financial Modeling, Valuation, Microsoft Excel, PowerPoint
Education
University of Massachusetts, Amherst 2002 — 2006
B.A., Economics
Heather Gilmore Heather Gilmore's Jefferies & Company Experience 2007 - 2008
Job East Coast Retail Sales at Rastelli Foods Group, Inc.
Industry Food & Beverages
Experience
Rastelli Foods Group, Inc. January 2014 - Present
Back2Earth 2011 - Present
The Katama Company October 2012 - January 2014
Eco MV December 2008 - July 2011
Jefferies & Company 2007 - 2008
Skills
Account Management, Start-ups, Cold Calling, New Business Development, Sales Management, Salesforce.com, Sales, Direct Sales, Business Development, Strategic Planning, Sales Process, Strategic Partnerships, Marketing Strategy, Contract Negotiation, Selling, Negotiation, Business Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Business Administration
Rastelli Foods Group, Inc. January 2014 - Present
Back2Earth 2011 - Present
The Katama Company October 2012 - January 2014
Eco MV December 2008 - July 2011
Jefferies & Company 2007 - 2008
Skills
Account Management, Start-ups, Cold Calling, New Business Development, Sales Management, Salesforce.com, Sales, Direct Sales, Business Development, Strategic Planning, Sales Process, Strategic Partnerships, Marketing Strategy, Contract Negotiation, Selling, Negotiation, Business Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Business Administration
Timothy Coughlin's Jefferies & Company Experience 1992 - 2007
Job Proprietary Equity Trader at First New York Securities at First New York Securities
Industry Financial Services
Experience
First New York Securities May 2015 - Present
Academy Securities, Inc. March 2013 - Present
Imperial Capital 2011 - 2012
Dahlman Rose & Co. 2010 - 2011
Cantor Fitzgerald 2007 - 2009
Jefferies & Company 1992 - 2007
Skills
Retirement Planning, Investments, Financial Planning, Series 7, Series 63, Series 24, series 55, CFA level 1 candidate, Strategic Financial..., FINRA, Chartered Financial..., Hedge Funds, Derivatives, Equities, Options, ETFs, Trading, Corporate Finance, Securities, Equity Trading, Trading Strategies, Equity Derivatives, Bonds, Private Equity, Asset Management, Trading Systems, Prime Brokerage, Bloomberg, Equity Research, Capital Markets, Electronic Trading, Financial Markets, Commodity, Fixed Income, Alternative Investments, Investment Banking, Portfolio Management, FX Options, Structured Products, Financial Modeling, Proprietary Trading, Emerging Markets, Equity Capital Markets, Asset Allocation, High Yield, Financial Risk, Investment Management, Swaps, Investment Strategies, Venture Capital
Education
University of Massachusetts, Amherst
BA, Economics
First New York Securities May 2015 - Present
Academy Securities, Inc. March 2013 - Present
Imperial Capital 2011 - 2012
Dahlman Rose & Co. 2010 - 2011
Cantor Fitzgerald 2007 - 2009
Jefferies & Company 1992 - 2007
Skills
Retirement Planning, Investments, Financial Planning, Series 7, Series 63, Series 24, series 55, CFA level 1 candidate, Strategic Financial..., FINRA, Chartered Financial..., Hedge Funds, Derivatives, Equities, Options, ETFs, Trading, Corporate Finance, Securities, Equity Trading, Trading Strategies, Equity Derivatives, Bonds, Private Equity, Asset Management, Trading Systems, Prime Brokerage, Bloomberg, Equity Research, Capital Markets, Electronic Trading, Financial Markets, Commodity, Fixed Income, Alternative Investments, Investment Banking, Portfolio Management, FX Options, Structured Products, Financial Modeling, Proprietary Trading, Emerging Markets, Equity Capital Markets, Asset Allocation, High Yield, Financial Risk, Investment Management, Swaps, Investment Strategies, Venture Capital
Education
University of Massachusetts, Amherst
BA, Economics
Zachary Lyman Zachary Lyman's Jefferies & Company Experience May 2012 - June 2012
Job Incoming Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
UBS Investment Bank June 2013 - August 2013
View Entertainment June 2012 - August 2012
Jefferies & Company May 2012 - June 2012
Future Business Leaders of America January 2007 - January 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Access, Accounting, Photoshop, Windows, Outlook, C
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan College of Literature
Science and the Arts/ Ross Pre-Admit; Liberal Arts curriculum
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
UBS Investment Bank June 2013 - August 2013
View Entertainment June 2012 - August 2012
Jefferies & Company May 2012 - June 2012
Future Business Leaders of America January 2007 - January 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Access, Accounting, Photoshop, Windows, Outlook, C
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan College of Literature
Science and the Arts/ Ross Pre-Admit; Liberal Arts curriculum
Amit Patel Amit Patel's Jefferies & Company Experience January 2004 - July 2005
Job Portfolio Manager at Whitebox Advisors LLC
Industry Investment Management
Experience
Whitebox Advisors LLC June 2013 - Present
Avenue Capital Group May 2010 - May 2013
Wellspring Capital Management LLC July 2005 - January 2010
Jefferies & Company January 2004 - July 2005
A.G. Edwards & Sons, Inc. (acquired by Wachovia in 2007) July 2002 - December 2003
Skills
Private Equity, Investments, Investment Banking, Hedge Funds, Alternative Investments, LBO, Restructuring, Financial Modeling, Capital Markets, Portfolio Management, Valuation, Equities, Venture Capital, High Yield, Due Diligence, Equity Valuation, Equity Research, Bonds, Trading, Asset Management, Corporate Finance, Leveraged Finance, Distressed Debt
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Whitebox Advisors LLC June 2013 - Present
Avenue Capital Group May 2010 - May 2013
Wellspring Capital Management LLC July 2005 - January 2010
Jefferies & Company January 2004 - July 2005
A.G. Edwards & Sons, Inc. (acquired by Wachovia in 2007) July 2002 - December 2003
Skills
Private Equity, Investments, Investment Banking, Hedge Funds, Alternative Investments, LBO, Restructuring, Financial Modeling, Capital Markets, Portfolio Management, Valuation, Equities, Venture Capital, High Yield, Due Diligence, Equity Valuation, Equity Research, Bonds, Trading, Asset Management, Corporate Finance, Leveraged Finance, Distressed Debt
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jim Nappo's Jefferies & Company Experience July 2013 - Present
Job Managing Director, MidWest Head of Investment Banking and Global Head of Diversified Industrials at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2013 - Present
Credit Suisse 1992 - July 2013
Skills
Private Equity, Hedge Funds, Equities, Financial Modeling
Education
University of Notre Dame 1988 — 1992
BBA, Finance
Jefferies & Company July 2013 - Present
Credit Suisse 1992 - July 2013
Skills
Private Equity, Hedge Funds, Equities, Financial Modeling
Education
University of Notre Dame 1988 — 1992
BBA, Finance
Steven Maltz, CPA Steven Maltz, CPA's Jefferies & Company Experience March 2011 - July 2013
Job Owner/Operator
Industry Food & Beverages
Experience
Essex Property Trust August 2013 - April 2015
Jefferies & Company March 2011 - July 2013
KPMG US September 2009 - February 2011
UC Santa Barbara September 2008 - June 2009
KPMG US July 2008 - September 2008
UC Santa Barbara September 2007 - June 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Financial Reporting, Economics, Auditing, Valuation, Business Valuation, Bloomberg, Equity Research, Finance, Microsoft Excel, Microsoft Office, Financial Accounting, Equities, Investments, Analysis, PowerPoint, CPA, Research
Education
UCSB 2005 — 2009
Bachelor of Arts (B.A.), Business Economics
Essex Property Trust August 2013 - April 2015
Jefferies & Company March 2011 - July 2013
KPMG US September 2009 - February 2011
UC Santa Barbara September 2008 - June 2009
KPMG US July 2008 - September 2008
UC Santa Barbara September 2007 - June 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Financial Reporting, Economics, Auditing, Valuation, Business Valuation, Bloomberg, Equity Research, Finance, Microsoft Excel, Microsoft Office, Financial Accounting, Equities, Investments, Analysis, PowerPoint, CPA, Research
Education
UCSB 2005 — 2009
Bachelor of Arts (B.A.), Business Economics
Jenna Foley Jenna Foley's Jefferies & Company Experience January 2010 - December 2011
Job Director of Client Services at Vaco
Industry Accounting
Experience
Vaco 2012 - Present
Jefferies & Company January 2010 - December 2011
HSBC January 2007 - September 2008
Lennar 2005 - 2006
PwC 2002 - 2005
Skills
Recruiting, Executive Search, Accounting, Talent Acquisition, Hiring Practices, Candidate Screening, Candidate Development, CPA, Corporate Finance, Consulting, Interview Preparation, Big 4, Screening Resumes, Temporary Placement, Staff Development
Education
UC Santa Barbara 1998 — 2002
Bachelor of Arts (BA), Business Economics Accounting Emphasis
University of Leeds 2000 — 2001
Vaco 2012 - Present
Jefferies & Company January 2010 - December 2011
HSBC January 2007 - September 2008
Lennar 2005 - 2006
PwC 2002 - 2005
Skills
Recruiting, Executive Search, Accounting, Talent Acquisition, Hiring Practices, Candidate Screening, Candidate Development, CPA, Corporate Finance, Consulting, Interview Preparation, Big 4, Screening Resumes, Temporary Placement, Staff Development
Education
UC Santa Barbara 1998 — 2002
Bachelor of Arts (BA), Business Economics Accounting Emphasis
University of Leeds 2000 — 2001
Christian Kirsebom Christian Kirsebom's Jefferies & Company Experience June 2005 - December 2008
Job Independent Consultant at Arbonne International LLC
Industry Financial Services
Experience
Arbonne International LLC May 2011 - Present
Paulson Investment Company January 2015 - August 2015
Independent Consultant June 2011 - December 2014
Emerging Growth Research, LLC January 2010 - June 2011
ISIS Capital Management December 2008 - January 2010
Jefferies & Company June 2005 - December 2008
Pacific Growth Equities January 2001 - June 2005
Hambrecht & Quist June 1999 - January 2001
Pacific Growth Equities January 1996 - June 1999
Van Kasper & Company July 1993 - June 1996
Skills
Institutional Sales and..., Investor Relations, Investment Banking, Private Equity, Mergers, Valuation, Equities, Corporate Finance, Financial Modeling, Due Diligence, Business Valuation, IPO, Investments, Equity Research, Capital Markets, Hedge Funds, Alternative Investments, Business Development, Venture Capital, M&A experience, Corporate Development, Divestitures, Asset Management, Acquisitions, Securities, Private Placements, Mergers & Acquisitions, Bloomberg
Education
University of San Francisco - School of Management 1991 — 1993
MBA, Finance
University of Oslo (UiO) 1985 — 1990
Cand Mag, Political Science and Economic History
Royal Norwegian Navy Academy 1982 — 1984
Sergeant
Arbonne International LLC May 2011 - Present
Paulson Investment Company January 2015 - August 2015
Independent Consultant June 2011 - December 2014
Emerging Growth Research, LLC January 2010 - June 2011
ISIS Capital Management December 2008 - January 2010
Jefferies & Company June 2005 - December 2008
Pacific Growth Equities January 2001 - June 2005
Hambrecht & Quist June 1999 - January 2001
Pacific Growth Equities January 1996 - June 1999
Van Kasper & Company July 1993 - June 1996
Skills
Institutional Sales and..., Investor Relations, Investment Banking, Private Equity, Mergers, Valuation, Equities, Corporate Finance, Financial Modeling, Due Diligence, Business Valuation, IPO, Investments, Equity Research, Capital Markets, Hedge Funds, Alternative Investments, Business Development, Venture Capital, M&A experience, Corporate Development, Divestitures, Asset Management, Acquisitions, Securities, Private Placements, Mergers & Acquisitions, Bloomberg
Education
University of San Francisco - School of Management 1991 — 1993
MBA, Finance
University of Oslo (UiO) 1985 — 1990
Cand Mag, Political Science and Economic History
Royal Norwegian Navy Academy 1982 — 1984
Sergeant
Colleen Schmitt, CISA, CRISC's Jefferies & Company Experience November 2009 - June 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Paracon Group September 2011 - March 2012
Jefferies & Company November 2009 - June 2011
Citi December 2004 - October 2009
Ernst & Young June 2002 - November 2004
Skills
IT Audit, Project Management, Risk Assessment, Risk Management, SOX, Information Security...
Education
University of Notre Dame 1999 — 2003
BBA, Management Information Systems
Paracon Group September 2011 - March 2012
Jefferies & Company November 2009 - June 2011
Citi December 2004 - October 2009
Ernst & Young June 2002 - November 2004
Skills
IT Audit, Project Management, Risk Assessment, Risk Management, SOX, Information Security...
Education
University of Notre Dame 1999 — 2003
BBA, Management Information Systems
Audrey Biddy's Jefferies & Company Experience March 2013 - June 2014
Job Senior Executive Assistant to CEO Asia Pacific & President Polyurethanes at Huntsman
Industry Investment Banking
Experience
Huntsman June 2014 - Present
Jefferies & Company March 2013 - June 2014
Jefferies & Company, Inc. June 2010 - March 2013
Salzgitter Mannesmann International (USA), Inc October 2006 - May 2010
The Woodlands Resort & Conference Center August 1999 - October 2006
Skills
Employee Relations, Sales, Meeting Planning, Customer Service, Event Planning, Management, Project Planning, Outlook, Project Management, Budgets, Time Management, Process Scheduler, Human Resources, PowerPoint
Education
University of Mary Hardin-Baylor 2001 — 2003
Business Administration
Huntsman June 2014 - Present
Jefferies & Company March 2013 - June 2014
Jefferies & Company, Inc. June 2010 - March 2013
Salzgitter Mannesmann International (USA), Inc October 2006 - May 2010
The Woodlands Resort & Conference Center August 1999 - October 2006
Skills
Employee Relations, Sales, Meeting Planning, Customer Service, Event Planning, Management, Project Planning, Outlook, Project Management, Budgets, Time Management, Process Scheduler, Human Resources, PowerPoint
Education
University of Mary Hardin-Baylor 2001 — 2003
Business Administration
Ramona Ahmed Ramona Ahmed's Jefferies & Company Experience August 2009 - Present
Job Assistant Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company August 2009 - Present
Crédit Agricole CIB July 2007 - December 2008
Financial Industry Regulatory Authority (FINRA) June 2004 - June 2007
UBS October 2002 - June 2004
Skills
Series 7, Series 24, FINRA, Securities, Equities, Capital Markets, Investment Banking
Education
University of Maryland - Robert H. Smith School of Business
BS in Finance and Management Information Systems, Finance and Financial Management Services
Jefferies & Company August 2009 - Present
Crédit Agricole CIB July 2007 - December 2008
Financial Industry Regulatory Authority (FINRA) June 2004 - June 2007
UBS October 2002 - June 2004
Skills
Series 7, Series 24, FINRA, Securities, Equities, Capital Markets, Investment Banking
Education
University of Maryland - Robert H. Smith School of Business
BS in Finance and Management Information Systems, Finance and Financial Management Services
Stephen Bowler's Jefferies & Company Experience July 2008 - July 2014
Job Institutional Equity Sales at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
Jefferies & Company July 2008 - July 2014
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Bloomberg, Hedge Funds, Equity Research, Derivatives, Trading, Equity Trading, Financial Markets, Valuation, Electronic Trading, Equity Derivatives, Emerging Markets, Trading Systems
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
BMO Capital Markets July 2014 - Present
Jefferies & Company July 2008 - July 2014
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Bloomberg, Hedge Funds, Equity Research, Derivatives, Trading, Equity Trading, Financial Markets, Valuation, Electronic Trading, Equity Derivatives, Emerging Markets, Trading Systems
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
Harrison Silver Harrison Silver's Jefferies & Company Experience June 2011 - August 2011
Job Brand Planner (Niche) at Twitter
Industry Internet
Experience
Twitter May 2015 - Present
Google November 2013 - November 2014
Applico August 2013 - November 2013
Jefferies & Company June 2011 - August 2011
Jefferies & Company May 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Photoshop, Teaching, Editing, Social Media
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), History
Twitter May 2015 - Present
Google November 2013 - November 2014
Applico August 2013 - November 2013
Jefferies & Company June 2011 - August 2011
Jefferies & Company May 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Photoshop, Teaching, Editing, Social Media
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), History
Nicholas Scarsella Nicholas Scarsella's Jefferies & Company Experience July 2013 - Present
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2013 - Present
Credit Suisse February 2011 - July 2013
Turnaround and Interim Management Consulting 2008 - 2011
Tamares Capital 2002 - 2008
Credit Suisse 1994 - 2001
Skills
Corporate Finance, Due Diligence, Finance, Financial Modeling, Investment Banking, Leadership, Management, Mergers, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance
Jefferies & Company July 2013 - Present
Credit Suisse February 2011 - July 2013
Turnaround and Interim Management Consulting 2008 - 2011
Tamares Capital 2002 - 2008
Credit Suisse 1994 - 2001
Skills
Corporate Finance, Due Diligence, Finance, Financial Modeling, Investment Banking, Leadership, Management, Mergers, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance
Dean Fisher Dean Fisher's Jefferies & Company Experience May 2009 - November 2011
Job Director – Corporate Finance & Analysis at Argo Group International Holdings, Ltd.
Industry Insurance
Experience
Argo Group International Holdings, Ltd. December 2011 - Present
Jefferies & Company May 2009 - November 2011
Skills
LBO, Investment Banking, DCF, Capital Markets, Valuation, Equity Research, Bloomberg, Financial Modeling, Corporate Finance, Finance, Mergers & Acquisitions, Due Diligence, Financial Analysis, Strategy, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor's Degree, Business Administration and Management, General
Argo Group International Holdings, Ltd. December 2011 - Present
Jefferies & Company May 2009 - November 2011
Skills
LBO, Investment Banking, DCF, Capital Markets, Valuation, Equity Research, Bloomberg, Financial Modeling, Corporate Finance, Finance, Mergers & Acquisitions, Due Diligence, Financial Analysis, Strategy, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor's Degree, Business Administration and Management, General
Jeffrey Raphael Jeffrey Raphael's Jefferies & Company Experience 2015 - Present
Job Healthcare Investment Banker at Jefferies
Industry Financial Services
Experience
Jefferies & Company 2015 - Present
DaVita 2013 - 2015
Credit Suisse 2010 - 2012
LeClairRyan 2009 - 2010
Education
University of Maryland College Park
Bachelors, Economics
Jefferies & Company 2015 - Present
DaVita 2013 - 2015
Credit Suisse 2010 - 2012
LeClairRyan 2009 - 2010
Education
University of Maryland College Park
Bachelors, Economics
Scott Reynolds Scott Reynolds's Jefferies & Company Experience May 2012 - May 2013
Job Market Strategist at OnDeck
Industry Internet
Experience
Jefferies & Company May 2012 - May 2013
Deutsche Bank July 2011 - May 2012
Thomas Weisel /Stifel July 2006 - July 2011
Skills
Financial Modeling, Clean Technology, Financial Analysis, Market Research, Valuation, Equity Research, Mergers & Acquisitions, Strategic Planning, IPO, Competitive Analysis, Equities, Venture Capital, Energy, Investment Banking, Renewable Energy, Start-ups, Cleantech, Strategy, Due Diligence
Education
University of Maine 2002 — 2006
B.A; B.A, Financial Economics; International Affairs, Economics 2006
Jefferies & Company May 2012 - May 2013
Deutsche Bank July 2011 - May 2012
Thomas Weisel /Stifel July 2006 - July 2011
Skills
Financial Modeling, Clean Technology, Financial Analysis, Market Research, Valuation, Equity Research, Mergers & Acquisitions, Strategic Planning, IPO, Competitive Analysis, Equities, Venture Capital, Energy, Investment Banking, Renewable Energy, Start-ups, Cleantech, Strategy, Due Diligence
Education
University of Maine 2002 — 2006
B.A; B.A, Financial Economics; International Affairs, Economics 2006
Suzanne Hoffman Suzanne Hoffman's Jefferies & Company Experience September 2001 - July 2003
Job Intellectual Property Paralegal at National Renewable Energy Laboratory
Industry Environmental Services
Experience
National Renewable Energy Laboratory August 2005 - Present
U.S. Department of Energy August 2003 - August 2005
Jefferies & Company September 2001 - July 2003
Catellus Development Corporation April 2001 - September 2001
Bryan Cave August 1999 - March 2001
Skills
Trademark Prosecution, Patent Prosecution, Patents, Intellectual Property, Renewable Energy, Licensing, Clean Energy, Sustainable Energy, Environmental, copyright, Energy, Energy Efficiency, Legal Research, Energy Policy, Trademarks, Policy Analysis, Legal Writing, Patentability, Environmental Awareness, Patent Litigation, Patent Applications, Commercialization, Due Diligence, Copyright Law
Education
University of Denver 2006 — 2009
Environmental Policy, Environmental Policy and Management
Denver Paralegal Institute 1999 — 2000
Paralegal, Paralegal
University of Colorado at Boulder 1993 — 1997
Bachelor of Arts (B.A.), Political Science
National Renewable Energy Laboratory August 2005 - Present
U.S. Department of Energy August 2003 - August 2005
Jefferies & Company September 2001 - July 2003
Catellus Development Corporation April 2001 - September 2001
Bryan Cave August 1999 - March 2001
Skills
Trademark Prosecution, Patent Prosecution, Patents, Intellectual Property, Renewable Energy, Licensing, Clean Energy, Sustainable Energy, Environmental, copyright, Energy, Energy Efficiency, Legal Research, Energy Policy, Trademarks, Policy Analysis, Legal Writing, Patentability, Environmental Awareness, Patent Litigation, Patent Applications, Commercialization, Due Diligence, Copyright Law
Education
University of Denver 2006 — 2009
Environmental Policy, Environmental Policy and Management
Denver Paralegal Institute 1999 — 2000
Paralegal, Paralegal
University of Colorado at Boulder 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Gary Holston Gary Holston's Jefferies & Company Experience August 2011 - October 2013
Job Director Transaction Services at NASDAQ OMX
Industry Financial Services
Experience
Jefferies & Company August 2011 - October 2013
Federal Reserve Bank of New York May 2011 - July 2011
Liquidnet December 2007 - September 2010
Liquidnet December 2006 - December 2007
Liquidnet December 2000 - December 2006
Schroder & Co December 1997 - June 2000
Skills
Electronic Trading, Release Management, Market Data, Trading Systems, Equities, Equity Trading, Product Management, Trading, Trading System, SDLC, Business Analysis, Reference Data, Vendor Management, Options, Equity Derivatives, Derivatives, Project Management, Scrum, Series 7, Series 63, Swaps, Business Intelligence, Financial Services, Business Process..., Lean IT, Equity Swaps, Low Latency, ETFs, Budget Process, CRM, Exchange Connectivity, Prime Brokerage, Portfolio Management, Middle Office, Back Office, Investment Banking, Capital Markets
Education
University of Maryland Baltimore County 1992 — 1996
Computer and Information Sciences, General
Jefferies & Company August 2011 - October 2013
Federal Reserve Bank of New York May 2011 - July 2011
Liquidnet December 2007 - September 2010
Liquidnet December 2006 - December 2007
Liquidnet December 2000 - December 2006
Schroder & Co December 1997 - June 2000
Skills
Electronic Trading, Release Management, Market Data, Trading Systems, Equities, Equity Trading, Product Management, Trading, Trading System, SDLC, Business Analysis, Reference Data, Vendor Management, Options, Equity Derivatives, Derivatives, Project Management, Scrum, Series 7, Series 63, Swaps, Business Intelligence, Financial Services, Business Process..., Lean IT, Equity Swaps, Low Latency, ETFs, Budget Process, CRM, Exchange Connectivity, Prime Brokerage, Portfolio Management, Middle Office, Back Office, Investment Banking, Capital Markets
Education
University of Maryland Baltimore County 1992 — 1996
Computer and Information Sciences, General
Isaac BenSimhon Isaac BenSimhon's Jefferies & Company Experience May 2012 - August 2012
Job Managing Partner at Sacatelle
Industry Marketing and Advertising
Experience
Sacatelle December 2014 - Present
Maxim Group July 2014 - February 2015
MetLife May 2013 - May 2014
Jefferies & Company May 2012 - August 2012
5W Public Relations January 2012 - June 2012
Meliora Capital Management LLC August 2011 - May 2012
Baratta Partners LLP. June 2011 - August 2011
Home Improvement Expo 2008 - 2009
PC Plus Corp. 2006 - 2009
TBS Inc 2005 - 2008
Skills
Bloomberg Terminal, PowerPoint, Economics, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Event Planning, Bloomberg, Financial Analysis, Community Outreach, Press Releases, Financial Modeling, Portfolio Management, Management, Leadership, Investments
Education
University of Rochester 2010 — 2013
BA, Financial Economics & Entrepreneurship
University of Miami 2009 — 2010
BA, Economics & Entrepreneurship
Sacatelle December 2014 - Present
Maxim Group July 2014 - February 2015
MetLife May 2013 - May 2014
Jefferies & Company May 2012 - August 2012
5W Public Relations January 2012 - June 2012
Meliora Capital Management LLC August 2011 - May 2012
Baratta Partners LLP. June 2011 - August 2011
Home Improvement Expo 2008 - 2009
PC Plus Corp. 2006 - 2009
TBS Inc 2005 - 2008
Skills
Bloomberg Terminal, PowerPoint, Economics, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Event Planning, Bloomberg, Financial Analysis, Community Outreach, Press Releases, Financial Modeling, Portfolio Management, Management, Leadership, Investments
Education
University of Rochester 2010 — 2013
BA, Financial Economics & Entrepreneurship
University of Miami 2009 — 2010
BA, Economics & Entrepreneurship
Addison Amer Addison Amer's Jefferies & Company Experience July 2008 - June 2011
Job Associate, Distressed and Special Situations
Industry Venture Capital & Private Equity
Experience
Bank of America Merrill Lynch July 2015 - Present
The Carlyle Group July 2011 - July 2013
Jefferies & Company July 2008 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Certificate of Law
University of Michigan 2004 — 2008
BBA & BFA, Business, Finance, Music
Bank of America Merrill Lynch July 2015 - Present
The Carlyle Group July 2011 - July 2013
Jefferies & Company July 2008 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Certificate of Law
University of Michigan 2004 — 2008
BBA & BFA, Business, Finance, Music
Adam J. Scampini Adam J. Scampini's Jefferies & Company Experience September 2008 - September 2009
Job Consumer Retail Investment Banking
Industry Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
FirstBank Puerto Rico January 2014 - April 2014
JPMorgan Chase September 2010 - July 2013
Jefferies & Company September 2008 - September 2009
Fidelity Investments September 2007 - September 2008
Maxim Integrated Products June 2006 - January 2007
Skills
Financial Analysis, Fixed Income, Equities, Valuation, Investments, Alternative Investments, Private Equity, Mergers & Acquisitions, Mutual Funds, Trading, Financial Services, Analysis
Education
University of Michigan 2013 — 2015
Master of Business Administration (MBA), Finance
The University of Connecticut 2003 — 2007
Bachelor of Science, Business, Professional Sales, Marketing
CIMBA: Instituti Filipin 2005 — 2005
International Business
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
FirstBank Puerto Rico January 2014 - April 2014
JPMorgan Chase September 2010 - July 2013
Jefferies & Company September 2008 - September 2009
Fidelity Investments September 2007 - September 2008
Maxim Integrated Products June 2006 - January 2007
Skills
Financial Analysis, Fixed Income, Equities, Valuation, Investments, Alternative Investments, Private Equity, Mergers & Acquisitions, Mutual Funds, Trading, Financial Services, Analysis
Education
University of Michigan 2013 — 2015
Master of Business Administration (MBA), Finance
The University of Connecticut 2003 — 2007
Bachelor of Science, Business, Professional Sales, Marketing
CIMBA: Instituti Filipin 2005 — 2005
International Business
Colleen Messina Colleen Messina's Jefferies & Company Experience August 2013 - Present
Job Associate at Jefferies & Company
Industry Banking
Experience
Jefferies & Company August 2013 - Present
Societe Generale January 2008 - November 2012
Societe Generale June 2005 - January 2008
Societe Generale March 1997 - June 2005
Societe Generale March 1995 - March 1997
Skills
Loan Servicing, Logistics Management, Self-starter, Event Planning, Online Research, Team Building, Team Leadership, Loans, Leadership, Administrative..., Training, Management, Banking, Organizational..., Loan Origination, Real Estate, Human Resources, Financial Risk, Financial Reporting, Payments, Portfolio Management, Teamwork, Structured Finance, Project Finance, Outlook, Investment Banking, Financial Structuring, Credit Risk, Capital Markets, Finance, Derivatives, Credit Analysis, Fixed Income, Bonds, Trading
Education
The University of Montana 1986 — 1991
BFA, Theatre/Theater
Jefferies & Company August 2013 - Present
Societe Generale January 2008 - November 2012
Societe Generale June 2005 - January 2008
Societe Generale March 1997 - June 2005
Societe Generale March 1995 - March 1997
Skills
Loan Servicing, Logistics Management, Self-starter, Event Planning, Online Research, Team Building, Team Leadership, Loans, Leadership, Administrative..., Training, Management, Banking, Organizational..., Loan Origination, Real Estate, Human Resources, Financial Risk, Financial Reporting, Payments, Portfolio Management, Teamwork, Structured Finance, Project Finance, Outlook, Investment Banking, Financial Structuring, Credit Risk, Capital Markets, Finance, Derivatives, Credit Analysis, Fixed Income, Bonds, Trading
Education
The University of Montana 1986 — 1991
BFA, Theatre/Theater
Chris Bruderman Chris Bruderman's Jefferies & Company Experience May 2003 - December 2008
Job financial representative
Industry Financial Services
Experience
Self Employed Financial Services November 2011 - Present
VANITY EVENTS HOLDING GROUP June 2009 - June 2010
Jefferies & Company May 2003 - December 2008
JEFFERIES EXECUTION SERVICES, INCORPORATED May 2003 - December 2008
Boston Stock Exchange June 2002 - August 2002
Boston Stock Exchange June 2002 - August 2002
Skills
Investor Relations, Private Placements, Team Oriented, Investments, Equities, Health Insurance, Disability Insurance, Term Life Insurance, Permanent Life Insurance, Retirement Income..., Asset Management
Education
University of Connecticut 1998 — 2003
BS, Accounting
Westminster Boarding School 1994 — 1998
high school diploma
Fairfield Country Day School 1989 — 1997
Self Employed Financial Services November 2011 - Present
VANITY EVENTS HOLDING GROUP June 2009 - June 2010
Jefferies & Company May 2003 - December 2008
JEFFERIES EXECUTION SERVICES, INCORPORATED May 2003 - December 2008
Boston Stock Exchange June 2002 - August 2002
Boston Stock Exchange June 2002 - August 2002
Skills
Investor Relations, Private Placements, Team Oriented, Investments, Equities, Health Insurance, Disability Insurance, Term Life Insurance, Permanent Life Insurance, Retirement Income..., Asset Management
Education
University of Connecticut 1998 — 2003
BS, Accounting
Westminster Boarding School 1994 — 1998
high school diploma
Fairfield Country Day School 1989 — 1997
Alison Strassle Todd's Jefferies & Company Experience 2010 - August 2011
Job Managing Director, Corporate Access at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group December 2012 - March 2014
Sterne Agee January 2012 - December 2012
Jefferies & Company 2010 - August 2011
Jefferies & Company 2009 - 2010
Jefferies & Company 2006 - 2009
Jefferies & Company 2003 - 2006
Jefferies & Company 2001 - 2003
Merrill Lynch 1999 - 2001
BBVA 1997 - 1999
Skills
Financial Analysis, Finance, Management, Budgets, Series 63, Investor Relations, Series 7, Trading, Analysis, Marketing, Hedge Funds, Banking, Project Management, Strategic Planning, Negotiation, Equities, Risk Management, Capital Markets, Financial Risk, Fixed Income, Trading Systems
Education
University of Delaware 1993 — 1997
BA, Communication
CRT Capital Group December 2012 - March 2014
Sterne Agee January 2012 - December 2012
Jefferies & Company 2010 - August 2011
Jefferies & Company 2009 - 2010
Jefferies & Company 2006 - 2009
Jefferies & Company 2003 - 2006
Jefferies & Company 2001 - 2003
Merrill Lynch 1999 - 2001
BBVA 1997 - 1999
Skills
Financial Analysis, Finance, Management, Budgets, Series 63, Investor Relations, Series 7, Trading, Analysis, Marketing, Hedge Funds, Banking, Project Management, Strategic Planning, Negotiation, Equities, Risk Management, Capital Markets, Financial Risk, Fixed Income, Trading Systems
Education
University of Delaware 1993 — 1997
BA, Communication
Carolyn Rohde Carolyn Rohde's Jefferies & Company Experience May 2007 - August 2007
Job Investor Relations Manager at Electronic Arts
Industry Financial Services
Experience
Electronic Arts June 2014 - Present
Electronic Arts May 2012 - June 2014
Electronic Arts July 2010 - May 2012
UBS July 2008 - July 2010
Jefferies & Company May 2007 - August 2007
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Development, Strategy, Valuation, Mergers, Due Diligence, Financial Analysis, Corporate Finance, New Business Development, Analysis, Investment Banking, Acquisitions, Divestitures, Investment Management, Investor Relations
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Accounting, Technology
Electronic Arts June 2014 - Present
Electronic Arts May 2012 - June 2014
Electronic Arts July 2010 - May 2012
UBS July 2008 - July 2010
Jefferies & Company May 2007 - August 2007
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Development, Strategy, Valuation, Mergers, Due Diligence, Financial Analysis, Corporate Finance, New Business Development, Analysis, Investment Banking, Acquisitions, Divestitures, Investment Management, Investor Relations
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Accounting, Technology
Susan Nyland, CPC Susan Nyland, CPC's Jefferies & Company Experience 1994 - 1996
Job Senior Consultant at Houston City Personnel
Industry Staffing and Recruiting
Experience
Houston City Personnel 1996 - Present
Jefferies & Company 1994 - 1996
River Oaks Country Club 1990 - 1994
Skills
Administrative..., Receptionist Duties, Executive Administrative, Office Management, Human Resources, Marketing, Real Estate, Financial Services, Oil/Gas, Accounting, Tax Accounting, Benefits Administration, Event Planning, Customer Service, Manufacturing, Engineering, Environmental Consulting, General Office..., Payroll, Legal Assistance, IT Recruitment, Paralegals, Management Consulting, Non-profit..., Bookkeeping, Financial Accounting, Accounts Payable, Accounts Receivable, Trade Shows, Preparation Of Proposals, Access, Applicant Tracking..., Budgets, Clerical Work, College Recruiting, Contract Negotiation, Contract Recruitment, Employee Benefits, Employee Relations, Energy, Event Management, Executive Search, Finance, HRIS, Internet Recruiting, Interviews, Microsoft Excel, Microsoft Office, Onboarding, PeopleSoft
Education
Cy-Fair
University of Houston
Houston City Personnel 1996 - Present
Jefferies & Company 1994 - 1996
River Oaks Country Club 1990 - 1994
Skills
Administrative..., Receptionist Duties, Executive Administrative, Office Management, Human Resources, Marketing, Real Estate, Financial Services, Oil/Gas, Accounting, Tax Accounting, Benefits Administration, Event Planning, Customer Service, Manufacturing, Engineering, Environmental Consulting, General Office..., Payroll, Legal Assistance, IT Recruitment, Paralegals, Management Consulting, Non-profit..., Bookkeeping, Financial Accounting, Accounts Payable, Accounts Receivable, Trade Shows, Preparation Of Proposals, Access, Applicant Tracking..., Budgets, Clerical Work, College Recruiting, Contract Negotiation, Contract Recruitment, Employee Benefits, Employee Relations, Energy, Event Management, Executive Search, Finance, HRIS, Internet Recruiting, Interviews, Microsoft Excel, Microsoft Office, Onboarding, PeopleSoft
Education
Cy-Fair
University of Houston
Andrew Schwartz Andrew Schwartz's Jefferies & Company Experience 2003 - 2005
Job
Industry Venture Capital & Private Equity
Experience
Levine Leichtman Capital Partners September 2014 - Present
Levine Leichtman Capital Partners April 2011 - September 2014
Liberty Partners August 2005 - April 2011
Liberty Partners August 2005 - June 2010
Liberty Partners August 2005 - July 2007
Jefferies & Company 2003 - 2005
Skills
Private Equity, Investment Banking, LBO, Investments, Due Diligence, Financial Analysis, Portfolio Management
Education
University of Pennsylvania 1999 — 2003
BSE, Computer Science
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Finance
Levine Leichtman Capital Partners September 2014 - Present
Levine Leichtman Capital Partners April 2011 - September 2014
Liberty Partners August 2005 - April 2011
Liberty Partners August 2005 - June 2010
Liberty Partners August 2005 - July 2007
Jefferies & Company 2003 - 2005
Skills
Private Equity, Investment Banking, LBO, Investments, Due Diligence, Financial Analysis, Portfolio Management
Education
University of Pennsylvania 1999 — 2003
BSE, Computer Science
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Finance
Alexandra Molella Alexandra Molella's Jefferies & Company Experience June 2011 - August 2011
Job Associate at AlliancePartners, LLC
Industry Banking
Experience
AlliancePartners, LLC August 2014 - Present
Wells Fargo Securities June 2012 - July 2014
Jefferies & Company June 2011 - August 2011
Skills
Derivatives, Nonprofits, Financial Analysis, Economics, Financial Modeling, Microsoft Office, Bloomberg, Series 63, Public Finance, Bonds
Education
University of North Carolina at Chapel Hill 2008 — 2012
BSBA, International Business, German & Chinese Minors
WHU - Otto Beisheim Graduate School of Management 2011 — 2011
International Business
AlliancePartners, LLC August 2014 - Present
Wells Fargo Securities June 2012 - July 2014
Jefferies & Company June 2011 - August 2011
Skills
Derivatives, Nonprofits, Financial Analysis, Economics, Financial Modeling, Microsoft Office, Bloomberg, Series 63, Public Finance, Bonds
Education
University of North Carolina at Chapel Hill 2008 — 2012
BSBA, International Business, German & Chinese Minors
WHU - Otto Beisheim Graduate School of Management 2011 — 2011
International Business
Roopak Pati Roopak Pati's Jefferies & Company Experience June 2009 - August 2009
Job Investment Banking Associate at Needham & Company
Industry Investment Banking
Experience
Needham & Company September 2015 - Present
HerWorkplace September 2014 - March 2015
Expedia July 2012 - August 2014
Moelis & Company 2010 - 2012
Jefferies & Company June 2009 - August 2009
Target June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Strategy, Corporate Development, Valuation, Private Equity, Data Analysis, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Microsoft Excel, Analysis, Finance, Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (BBA)
Needham & Company September 2015 - Present
HerWorkplace September 2014 - March 2015
Expedia July 2012 - August 2014
Moelis & Company 2010 - 2012
Jefferies & Company June 2009 - August 2009
Target June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Strategy, Corporate Development, Valuation, Private Equity, Data Analysis, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Microsoft Excel, Analysis, Finance, Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (BBA)
Neal Wadhwa Neal Wadhwa's Jefferies & Company Experience June 2011 - August 2011
Job Acquisitions Associate at Highgate Capital
Industry Financial Services
Experience
Highgate Capital February 2015 - Present
H.I.G. Capital July 2014 - February 2015
Moelis & Company July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Skills
Bloomberg, Corporate Finance, Financial Modeling, Investment Banking, Valuation, Equity Research, Capital Markets, LBO, Private Equity, Microsoft Office, Capital IQ
Education
University of Pennsylvania - The Wharton School
B.S., Economics - Concentrations: Finance and Management
University of Melbourne
Study Abroad
Hanover Park High School 2004 — 2008
Highgate Capital February 2015 - Present
H.I.G. Capital July 2014 - February 2015
Moelis & Company July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Skills
Bloomberg, Corporate Finance, Financial Modeling, Investment Banking, Valuation, Equity Research, Capital Markets, LBO, Private Equity, Microsoft Office, Capital IQ
Education
University of Pennsylvania - The Wharton School
B.S., Economics - Concentrations: Finance and Management
University of Melbourne
Study Abroad
Hanover Park High School 2004 — 2008
Barbara Gao's Jefferies & Company Experience July 2012 - July 2014
Job Analyst at Visium Asset Management
Industry Financial Services
Experience
Visium Asset Management July 2014 - Present
Jefferies & Company July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Columbia West Capital May 2010 - July 2010
Skills
Spanish, Mandarin, Capital IQ, Valuation, Financial Modeling
Education
University of Pennsylvania 2008 — 2012
B.S. in Economics (Finance) and B.A. in History (Economic History), Magna Cum Laude
Visium Asset Management July 2014 - Present
Jefferies & Company July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Columbia West Capital May 2010 - July 2010
Skills
Spanish, Mandarin, Capital IQ, Valuation, Financial Modeling
Education
University of Pennsylvania 2008 — 2012
B.S. in Economics (Finance) and B.A. in History (Economic History), Magna Cum Laude
Corey J. Brisee's Jefferies & Company Experience January 2011 - September 2012
Job Customer Success Manager at WalkMe™
Industry Information Technology and Services
Experience
WalkMe™ August 2015 - Present
Robert W. Baird & Co. January 2013 - July 2015
Jefferies & Company January 2011 - September 2012
Jefferies & Company 2010 - 2011
JP Morgan 2008 - 2009
Bear Stearns 2007 - 2008
Education
University of Notre Dame 2003 — 2007
BBA, Finance
Delbarton School 1999 — 2003
WalkMe™ August 2015 - Present
Robert W. Baird & Co. January 2013 - July 2015
Jefferies & Company January 2011 - September 2012
Jefferies & Company 2010 - 2011
JP Morgan 2008 - 2009
Bear Stearns 2007 - 2008
Education
University of Notre Dame 2003 — 2007
BBA, Finance
Delbarton School 1999 — 2003
Alexandra Chan Alexandra Chan's Jefferies & Company Experience August 2011 - February 2014
Job Finance and Strategy at Blue Bottle Coffee
Industry Restaurants
Experience
Blue Bottle Coffee March 2015 - Present
Jefferies & Company August 2011 - February 2014
Signal Hill Capital January 2009 - July 2011
Signal Hill Capital July 2007 - January 2009
Wexler & Walker Public Policy Associates June 2006 - August 2006
Skills
Valuation, Financial Modeling, Investment Banking, Equities, Equity Research, Corporate Finance, DCF, Capital Markets, Mergers, M&A experience, Bloomberg, Finance, Private Placements, Investments, Private Equity, Mergers
Education
University of Pennsylvania 2003 — 2007
BA, Economics, Political Science
Blue Bottle Coffee March 2015 - Present
Jefferies & Company August 2011 - February 2014
Signal Hill Capital January 2009 - July 2011
Signal Hill Capital July 2007 - January 2009
Wexler & Walker Public Policy Associates June 2006 - August 2006
Skills
Valuation, Financial Modeling, Investment Banking, Equities, Equity Research, Corporate Finance, DCF, Capital Markets, Mergers, M&A experience, Bloomberg, Finance, Private Placements, Investments, Private Equity, Mergers
Education
University of Pennsylvania 2003 — 2007
BA, Economics, Political Science
Jon Sabes Jon Sabes's Jefferies & Company Experience May 1989 - September 1991
Job Chief Executive Officer at GWG Holdings, Inc.
Industry Financial Services
Experience
GWG Holdings, Inc. April 2006 - Present
Opportunity Finance, LLC September 2000 - September 2008
Jon Adams Financial, LLC May 1998 - August 2000
EY April 1997 - May 1998
Gaming Corporation of America September 1991 - August 1994
Jefferies & Company May 1989 - September 1991
Skills
Private Equity, Hedge Funds, Start-ups, Finance, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Financial Services, Investments, Insurance, Management, Alternative Investments, Asset Management, Equities, Securities, Business Strategy, Leadership, Business Development, Life Insurance, Risk Management, Marketing Strategy, Marketing, 401k, Entrepreneurship, Fixed Annuities, Venture Capital, Structured Finance, Managerial Operations, Federal Taxation, Casualty Insurance..., Receivable Financing, Life Insurance Financing, Healthcare Finance, FINRA Series 7, FINRA Series 63, Alternative Assets
Education
University of Minnesota Law School 1994 — 1997
Doctor of Law (J.D.), Taxation
University of Colorado at Boulder 1985 — 1989
Bachelor's degree, Economics
GWG Holdings, Inc. April 2006 - Present
Opportunity Finance, LLC September 2000 - September 2008
Jon Adams Financial, LLC May 1998 - August 2000
EY April 1997 - May 1998
Gaming Corporation of America September 1991 - August 1994
Jefferies & Company May 1989 - September 1991
Skills
Private Equity, Hedge Funds, Start-ups, Finance, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Financial Services, Investments, Insurance, Management, Alternative Investments, Asset Management, Equities, Securities, Business Strategy, Leadership, Business Development, Life Insurance, Risk Management, Marketing Strategy, Marketing, 401k, Entrepreneurship, Fixed Annuities, Venture Capital, Structured Finance, Managerial Operations, Federal Taxation, Casualty Insurance..., Receivable Financing, Life Insurance Financing, Healthcare Finance, FINRA Series 7, FINRA Series 63, Alternative Assets
Education
University of Minnesota Law School 1994 — 1997
Doctor of Law (J.D.), Taxation
University of Colorado at Boulder 1985 — 1989
Bachelor's degree, Economics
Samir Mainthia Samir Mainthia's Jefferies & Company Experience May 2008 - August 2010
Job MBA Graduate The Wharton School
Industry Investment Management
Experience
Arbiter Partners Capital Management June 2014 - August 2014
Pantheon Ventures August 2010 - April 2013
Jefferies & Company May 2008 - August 2010
Wells Fargo June 2007 - August 2007
Skills
Analysis, Venture Capital, Corporate Finance, Investment Banking, Private Equity, Securities, Financial Modeling, Valuation, Investments, Alternative Investments, LBO, Bloomberg, Due Diligence, Equity Research
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Accounting
University of Michigan 2004 — 2008
Bachelor of Arts (BA), Economics
Arbiter Partners Capital Management June 2014 - August 2014
Pantheon Ventures August 2010 - April 2013
Jefferies & Company May 2008 - August 2010
Wells Fargo June 2007 - August 2007
Skills
Analysis, Venture Capital, Corporate Finance, Investment Banking, Private Equity, Securities, Financial Modeling, Valuation, Investments, Alternative Investments, LBO, Bloomberg, Due Diligence, Equity Research
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Accounting
University of Michigan 2004 — 2008
Bachelor of Arts (BA), Economics
Tom Fogarty, CFA Tom Fogarty, CFA's Jefferies & Company Experience October 2010 - September 2011
Job Investment Analyst
Industry Investment Management
Experience
Dreman Value Management April 2012 - June 2013
Jefferies & Company October 2010 - September 2011
Silverstone Capital June 2006 - January 2010
Dreman Value Management April 2005 - June 2006
UBS Investment Bank July 2003 - March 2005
UBS Investment Bank June 2000 - June 2003
UBS Investment Bank (via Warburg Dillon Read) June 1998 - June 2000
Moody's Investors Service July 1997 - May 1998
Skills
Portfolio Management, Valuation, Equities, Hedge Funds, Industry Research, Financial Modeling, Equity Research, Value Investing, Investment Strategies, Behavioral Finance, Scenario Analysis, Analysis, Financial Statement..., Investment Decisions, Investment Management, Data-driven Decision..., Investments, Contrarian Investing, Asset Management, Competitive Analysis, Alternative Investments, Forecasting, Stock Picking, Asset Allocation, Equity Valuation, Financial Analysis, DCF, Mutual Funds, Buy-side, Credit Analysis, Capital Allocation, Writing, Presentations, Quantitative Investing, Chartered Financial..., Factset, Bloomberg, Capital IQ, Credit, Microsoft Excel
Education
University of Michigan Business School
MBA
Vassar College
BA
Dreman Value Management April 2012 - June 2013
Jefferies & Company October 2010 - September 2011
Silverstone Capital June 2006 - January 2010
Dreman Value Management April 2005 - June 2006
UBS Investment Bank July 2003 - March 2005
UBS Investment Bank June 2000 - June 2003
UBS Investment Bank (via Warburg Dillon Read) June 1998 - June 2000
Moody's Investors Service July 1997 - May 1998
Skills
Portfolio Management, Valuation, Equities, Hedge Funds, Industry Research, Financial Modeling, Equity Research, Value Investing, Investment Strategies, Behavioral Finance, Scenario Analysis, Analysis, Financial Statement..., Investment Decisions, Investment Management, Data-driven Decision..., Investments, Contrarian Investing, Asset Management, Competitive Analysis, Alternative Investments, Forecasting, Stock Picking, Asset Allocation, Equity Valuation, Financial Analysis, DCF, Mutual Funds, Buy-side, Credit Analysis, Capital Allocation, Writing, Presentations, Quantitative Investing, Chartered Financial..., Factset, Bloomberg, Capital IQ, Credit, Microsoft Excel
Education
University of Michigan Business School
MBA
Vassar College
BA
Jon Haas Jon Haas's Jefferies & Company Experience June 2011 - August 2011
Job Investment Analyst at Investure
Industry Investment Management
Experience
Investure October 2014 - Present
Robert W. Baird & Co. July 2013 - August 2014
PwC Corporate Finance LLC August 2012 - July 2013
Jefferies & Company June 2011 - August 2011
Avis Budget Group July 2009 - August 2009
Timber Lake Camp Inc. June 2007 - August 2008
Skills
Corporate Finance, Mergers & Acquisitions, Portfolio Management, Due Diligence, Investments, Investment Banking, Accounting, Microsoft Excel
Education
University of Virginia 2008 — 2012
Bachelors of Science in Commerce, Commerce (Finance & Management), Economics (Financial Economics), History
University of Oxford 2010 — 2010
Economics
Investure October 2014 - Present
Robert W. Baird & Co. July 2013 - August 2014
PwC Corporate Finance LLC August 2012 - July 2013
Jefferies & Company June 2011 - August 2011
Avis Budget Group July 2009 - August 2009
Timber Lake Camp Inc. June 2007 - August 2008
Skills
Corporate Finance, Mergers & Acquisitions, Portfolio Management, Due Diligence, Investments, Investment Banking, Accounting, Microsoft Excel
Education
University of Virginia 2008 — 2012
Bachelors of Science in Commerce, Commerce (Finance & Management), Economics (Financial Economics), History
University of Oxford 2010 — 2010
Economics
Abe Fadel's Jefferies & Company Experience June 2011 - August 2011
Job Investment Banking Analyst at Quarton Partners LLC
Industry Financial Services
Experience
Quarton Partners LLC July 2013 - Present
Montgomery & Co., LLC August 2012 - July 2013
Jefferies & Company June 2011 - August 2011
Skills
Financial Modeling, Research
Education
University of Michigan 2008 — 2012
BBA, Ross School of Business
Detroit Country Day School 2004 — 2008
Quarton Partners LLC July 2013 - Present
Montgomery & Co., LLC August 2012 - July 2013
Jefferies & Company June 2011 - August 2011
Skills
Financial Modeling, Research
Education
University of Michigan 2008 — 2012
BBA, Ross School of Business
Detroit Country Day School 2004 — 2008
Ben Blackburn's Jefferies & Company Experience May 2006 - May 2007
Job Director, Corporate Development at LanzaTech
Industry Renewables & Environment
Experience
LanzaTech January 2013 - Present
LanzaTech May 2012 - December 2012
Investors' Circle January 2011 - May 2012
Duke Energy Corporation June 2011 - August 2011
The North Face September 2009 - July 2010
The North Face July 2007 - September 2009
Jefferies & Company May 2006 - May 2007
Merrill Lynch June 2004 - May 2006
Skills
Renewable Energy, Cleantech, Energy Efficiency, Smart Grid, Solar, Product Development, Product Management, Sustainable Business, Sustainable Design, Clean Energy, Sustainability, Energy, Mergers & Acquisitions, Private Equity, Strategy, Solar Energy, Business Strategy, Market Analysis, Strategic Planning, Venture Capital, Corporate Finance, Corporate Development, Entrepreneurship, Investments, Analysis, Financial Modeling, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Sustainable Enterprise, Entrepreneurship, Corp. Finance
Wake Forest University 2000 — 2004
BA, Politcal Science, International Relations, Finance
LanzaTech January 2013 - Present
LanzaTech May 2012 - December 2012
Investors' Circle January 2011 - May 2012
Duke Energy Corporation June 2011 - August 2011
The North Face September 2009 - July 2010
The North Face July 2007 - September 2009
Jefferies & Company May 2006 - May 2007
Merrill Lynch June 2004 - May 2006
Skills
Renewable Energy, Cleantech, Energy Efficiency, Smart Grid, Solar, Product Development, Product Management, Sustainable Business, Sustainable Design, Clean Energy, Sustainability, Energy, Mergers & Acquisitions, Private Equity, Strategy, Solar Energy, Business Strategy, Market Analysis, Strategic Planning, Venture Capital, Corporate Finance, Corporate Development, Entrepreneurship, Investments, Analysis, Financial Modeling, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Sustainable Enterprise, Entrepreneurship, Corp. Finance
Wake Forest University 2000 — 2004
BA, Politcal Science, International Relations, Finance
Daniel Spradling Daniel Spradling's Jefferies & Company Experience July 2007 - July 2010
Job Marlin Equity Partners Heritage fund
Industry Venture Capital & Private Equity
Experience
Marlin Equity Partners July 2014 - Present
Sun Capital Partners July 2010 - July 2013
Jefferies & Company July 2007 - July 2010
GMAC May 2006 - August 2006
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Corporate Finance, LBO, Mergers, Financial Analysis, Restructuring, Leveraged Finance, Due Diligence, Excel, PowerPoint
Education
University of Michigan 2004 — 2007
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2004 — 2007
Bachelors of Arts, Economics
Marlin Equity Partners July 2014 - Present
Sun Capital Partners July 2010 - July 2013
Jefferies & Company July 2007 - July 2010
GMAC May 2006 - August 2006
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Corporate Finance, LBO, Mergers, Financial Analysis, Restructuring, Leveraged Finance, Due Diligence, Excel, PowerPoint
Education
University of Michigan 2004 — 2007
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2004 — 2007
Bachelors of Arts, Economics
Benjamin Doran Benjamin Doran's Jefferies & Company Experience March 2007 - August 2007
Job Associate at Interstate Equities Corporation
Industry Real Estate
Experience
Interstate Equities Corporation April 2011 - Present
Napa Creek Investors June 2009 - June 2010
Novogradac & Company LLP January 2008 - March 2009
Jefferies & Company March 2007 - August 2007
Entertainment Studios August 2006 - March 2007
Vin Di Bona Productions January 2006 - August 2006
Cineville March 2005 - January 2006
Contrafilm January 2005 - March 2005
Skills
Multifamily, Real Estate, Financial Analysis, Financial Reporting, Financial Modeling, Aquisition, Disposition, Investment Properties, Auditing, Underwriting, Valuation, DCF Valuation, Accounting, Investments, Property Management, Due Diligence, Asset Management, Acquisitions
Education
University of California, Santa Barbara 2000 — 2004
B.A., Bussiness / Economics with Accounting Emphasis, Philosophy
Interstate Equities Corporation April 2011 - Present
Napa Creek Investors June 2009 - June 2010
Novogradac & Company LLP January 2008 - March 2009
Jefferies & Company March 2007 - August 2007
Entertainment Studios August 2006 - March 2007
Vin Di Bona Productions January 2006 - August 2006
Cineville March 2005 - January 2006
Contrafilm January 2005 - March 2005
Skills
Multifamily, Real Estate, Financial Analysis, Financial Reporting, Financial Modeling, Aquisition, Disposition, Investment Properties, Auditing, Underwriting, Valuation, DCF Valuation, Accounting, Investments, Property Management, Due Diligence, Asset Management, Acquisitions
Education
University of California, Santa Barbara 2000 — 2004
B.A., Bussiness / Economics with Accounting Emphasis, Philosophy
Larkin Fowler Larkin Fowler's Jefferies & Company Experience 2003 - 2006
Job Corporate Finance and M&A Professional
Industry Investment Banking
Experience
Jefferies & Company 2003 - 2006
JP Morgan Chase 1999 - 2002
Skills
Mergers, Corporate Finance, Accounting, Investment Banking, Capital Markets, Valuation, Equities, Debt, Private Equity, LBO, Financial Modeling, Capital Structure, High Yield, Recapitalizations, Principal Investing, IPO
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
Washington & Lee University 1987 — 1991
BS, Accounting
Jefferies & Company 2003 - 2006
JP Morgan Chase 1999 - 2002
Skills
Mergers, Corporate Finance, Accounting, Investment Banking, Capital Markets, Valuation, Equities, Debt, Private Equity, LBO, Financial Modeling, Capital Structure, High Yield, Recapitalizations, Principal Investing, IPO
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
Washington & Lee University 1987 — 1991
BS, Accounting
Lane Ware Lane Ware's Jefferies & Company Experience July 2012 - June 2015
Job Associate at First Reserve
Industry Investment Management
Experience
First Reserve August 2015 - Present
Jefferies & Company July 2012 - June 2015
Jefferies & Company June 2011 - August 2011
Skills
Corporate Finance, Financial Modeling, Investment Banking, Due Diligence, Valuation, Financial Analysis
Education
University of Virginia 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of Oxford
Economics
First Reserve August 2015 - Present
Jefferies & Company July 2012 - June 2015
Jefferies & Company June 2011 - August 2011
Skills
Corporate Finance, Financial Modeling, Investment Banking, Due Diligence, Valuation, Financial Analysis
Education
University of Virginia 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of Oxford
Economics
Jeffrey M Bonilla's Jefferies & Company Experience January 2000 - January 2009
Job SVP/Institutional Research Sales/Axiom
Industry Financial Services
Experience
Axiom Capital Management June 2015 - Present
Jefferies & Company January 2000 - January 2009
Morgan Stanley January 1998 - January 2002
Chase January 1994 - January 1998
Skills
Series 7, Equities, Series 63, Equity Research, Fixed Income, Securities, Research, Trading, Investments, Financial Modeling, Valuation, Investment Banking, Alternative Investments
Education
University of Miami 1989 — 1993
BA, Business Administration, Management and Operations
Miami Palmetto Senior
math, science, economics, biology
Axiom Capital Management June 2015 - Present
Jefferies & Company January 2000 - January 2009
Morgan Stanley January 1998 - January 2002
Chase January 1994 - January 1998
Skills
Series 7, Equities, Series 63, Equity Research, Fixed Income, Securities, Research, Trading, Investments, Financial Modeling, Valuation, Investment Banking, Alternative Investments
Education
University of Miami 1989 — 1993
BA, Business Administration, Management and Operations
Miami Palmetto Senior
math, science, economics, biology
Jacqueline Fish's Jefferies & Company Experience July 2011 - June 2013
Job Marquee Brands Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman July 2013 - Present
Jefferies & Company July 2011 - June 2013
Jefferies & Company June 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Neuberger Berman July 2013 - Present
Jefferies & Company July 2011 - June 2013
Jefferies & Company June 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Yonatan Naymark's Jefferies & Company Experience May 2013 - July 2013
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - September 2015
Jefferies & Company May 2013 - July 2013
Skills
Valuation, Investment Banking, Equity Research, Equities, Derivatives, Private Equity, LBO, Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equity Valuation, DCF, Bloomberg Terminal
Education
University of Florida 2012 — 2014
Master of Science, Finance
University of Florida 2010 — 2013
Bachelor of Science, Finance
Jefferies LLC July 2014 - September 2015
Jefferies & Company May 2013 - July 2013
Skills
Valuation, Investment Banking, Equity Research, Equities, Derivatives, Private Equity, LBO, Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equity Valuation, DCF, Bloomberg Terminal
Education
University of Florida 2012 — 2014
Master of Science, Finance
University of Florida 2010 — 2013
Bachelor of Science, Finance
Ariella Morrow Ariella Morrow's Jefferies & Company Experience July 2007 - Present
Job Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC January 2014 - Present
Jefferies & Company July 2007 - Present
Unilever June 2006 - August 2006
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Jefferies LLC January 2014 - Present
Jefferies & Company July 2007 - Present
Unilever June 2006 - August 2006
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Herb Eppich's Jefferies & Company Experience June 2012 - August 2012
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies LLC July 2013 - Present
Centennial Golf Club May 2007 - July 2013
Jefferies & Company June 2012 - August 2012
MD Sass Investors Services January 2011 - January 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Financial Analysis, Customer Service, Accounting, Market Research
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Accounting
Jefferies LLC July 2013 - Present
Centennial Golf Club May 2007 - July 2013
Jefferies & Company June 2012 - August 2012
MD Sass Investors Services January 2011 - January 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Financial Analysis, Customer Service, Accounting, Market Research
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Accounting
Kyle McCormick's Jefferies & Company Experience November 2007 - April 2010
Job Hedge Fund Analyst
Industry Investment Management
Experience
Millennium Management / MGI July 2012 - Present
Prentice Capital April 2010 - May 2012
Jefferies & Company November 2007 - April 2010
Northern Trust July 2006 - November 2007
Lehman Brothers 2005 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal, Bonds, Capital Markets, Corporate Development, Corporate Finance, DCF, Derivatives, Due Diligence, Emerging Markets, Equities, Equity Research, Equity Valuation, Finance, Financial Analysis, Financial Markets, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, LBO, Leveraged Finance, Mutual Funds, Portfolio Management, Private Equity, Series 7, Trading, Value Investing, Venture Capital, Wealth Management
Education
University of Miami 2004 — 2006
BBA, Finance
Millennium Management / MGI July 2012 - Present
Prentice Capital April 2010 - May 2012
Jefferies & Company November 2007 - April 2010
Northern Trust July 2006 - November 2007
Lehman Brothers 2005 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal, Bonds, Capital Markets, Corporate Development, Corporate Finance, DCF, Derivatives, Due Diligence, Emerging Markets, Equities, Equity Research, Equity Valuation, Finance, Financial Analysis, Financial Markets, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, LBO, Leveraged Finance, Mutual Funds, Portfolio Management, Private Equity, Series 7, Trading, Value Investing, Venture Capital, Wealth Management
Education
University of Miami 2004 — 2006
BBA, Finance
Marian Gaynor Marian Gaynor's Jefferies & Company Experience January 2010 - June 2011
Job SVP, Global Corporate Access at Jefferies & Co.
Industry Financial Services
Experience
Jefferies & Company January 2010 - June 2011
Jefferies & Company April 2008 - January 2010
Standard & Poor's September 2006 - April 2008
Goldman Sachs January 2005 - July 2006
Mitofsky International 2001 - January 2005
Skills
Strategy, New Business Development, Investor Relations, CRM, Equities, Hedge Funds, Private Equity, Capital Markets, Securities, Program Management, Management, Mergers, Marketing, Investment Banking, Series 7, Fixed Income
Education
Our Lady of Lourdes High School
University of California, Santa Barbara
B.A., Law
Jefferies & Company January 2010 - June 2011
Jefferies & Company April 2008 - January 2010
Standard & Poor's September 2006 - April 2008
Goldman Sachs January 2005 - July 2006
Mitofsky International 2001 - January 2005
Skills
Strategy, New Business Development, Investor Relations, CRM, Equities, Hedge Funds, Private Equity, Capital Markets, Securities, Program Management, Management, Mergers, Marketing, Investment Banking, Series 7, Fixed Income
Education
Our Lady of Lourdes High School
University of California, Santa Barbara
B.A., Law
Gopal Pai Gopal Pai's Jefferies & Company Experience May 2006 - August 2006
Job Consultant at Bain & Company, MD/MBA
Industry Hospital & Health Care
Experience
Bain & Company September 2014 - Present
Ginger.io 2013 - 2013
Bain & Company July 2007 - June 2009
Jefferies & Company May 2006 - August 2006
Skills
Microsoft Excel, Research, Microsoft Office, Data Analysis, Public Speaking, PowerPoint, Financial Analysis, Strategic Planning, Financial Modeling, Business Strategy, Social Media, Market Research, Project Management, Management Consulting, Microsoft Word, Event Planning, Healthcare, Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Health Care Management
University of Michigan Medical School 2009 — 2014
Doctor of Medicine (M.D.)
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor’s Degree, Business Administration, Management and Operations
Bain & Company September 2014 - Present
Ginger.io 2013 - 2013
Bain & Company July 2007 - June 2009
Jefferies & Company May 2006 - August 2006
Skills
Microsoft Excel, Research, Microsoft Office, Data Analysis, Public Speaking, PowerPoint, Financial Analysis, Strategic Planning, Financial Modeling, Business Strategy, Social Media, Market Research, Project Management, Management Consulting, Microsoft Word, Event Planning, Healthcare, Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Health Care Management
University of Michigan Medical School 2009 — 2014
Doctor of Medicine (M.D.)
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor’s Degree, Business Administration, Management and Operations
Renjit M Thalakotoor's Jefferies & Company Experience September 2011 - May 2013
Job QA Lead at Merril Lynch Inc
Industry Information Technology and Services
Experience
Merril Lynch Inc August 2015 - Present
SRLabs December 2014 - July 2015
Greenline Financial Technologies April 2014 - December 2014
Direct Edge May 2013 - December 2013
Jefferies & Company September 2011 - May 2013
Citigroup August 2010 - August 2011
Pipeline Financial Group 2008 - 2010
Integrated Software Solutions Inc January 2001 - August 2008
TD Ameritrade 2006 - 2007
Morgan Stanley 2006 - 2006
Skills
Quality Assurance, Requirements Analysis, SDLC, Test Automation, Quality Center, Agile Methodologies, SQL, Unix, Test Planning, Linux, User Acceptance Testing, Software Development
Education
University of Mysore 1993 — 2006
Master of Computer Applications (MCA), computer
University of Mysore 1993 — 1996
MCA, Computer Software Engineering
Merril Lynch Inc August 2015 - Present
SRLabs December 2014 - July 2015
Greenline Financial Technologies April 2014 - December 2014
Direct Edge May 2013 - December 2013
Jefferies & Company September 2011 - May 2013
Citigroup August 2010 - August 2011
Pipeline Financial Group 2008 - 2010
Integrated Software Solutions Inc January 2001 - August 2008
TD Ameritrade 2006 - 2007
Morgan Stanley 2006 - 2006
Skills
Quality Assurance, Requirements Analysis, SDLC, Test Automation, Quality Center, Agile Methodologies, SQL, Unix, Test Planning, Linux, User Acceptance Testing, Software Development
Education
University of Mysore 1993 — 2006
Master of Computer Applications (MCA), computer
University of Mysore 1993 — 1996
MCA, Computer Software Engineering
Jennifer Zloto's Jefferies & Company Experience September 2007 - October 2008
Job Managing Director Operational Due Diligence
Industry Financial Services
Experience
Undisclosed- Private Wealth Manager May 2010 - Present
Pali Capital October 2008 - May 2010
Jefferies & Company September 2007 - October 2008
Jefferies & Company March 2007 - September 2007
Jefferies & Company January 2006 - February 2007
Jefferies & Company January 2005 - January 2006
Ernst & Young, LLP September 2002 - January 2005
Skills
Credit Analysis, Sarbanes-Oxley, Due Diligence, Hedge Funds, Capital Markets, Investment Banking, Equity Research, Private Equity, Equities, Fixed Income, Corporate Finance, Derivatives, Securities, Bonds, Finance, Asset Management, Investments, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
MS. Accounting, Masters in Accounting
Villanova University 1998 — 2002
Bachelor of Science in Business Administration; Bachelors of Science in Economics, Finance
Carol Morgan 1986 — 1998
Undisclosed- Private Wealth Manager May 2010 - Present
Pali Capital October 2008 - May 2010
Jefferies & Company September 2007 - October 2008
Jefferies & Company March 2007 - September 2007
Jefferies & Company January 2006 - February 2007
Jefferies & Company January 2005 - January 2006
Ernst & Young, LLP September 2002 - January 2005
Skills
Credit Analysis, Sarbanes-Oxley, Due Diligence, Hedge Funds, Capital Markets, Investment Banking, Equity Research, Private Equity, Equities, Fixed Income, Corporate Finance, Derivatives, Securities, Bonds, Finance, Asset Management, Investments, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
MS. Accounting, Masters in Accounting
Villanova University 1998 — 2002
Bachelor of Science in Business Administration; Bachelors of Science in Economics, Finance
Carol Morgan 1986 — 1998
Christian Kirsebom's Jefferies & Company Experience
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company
Education
University of Oslo (UiO) 1983 — 1987
Jefferies & Company
Education
University of Oslo (UiO) 1983 — 1987
Samantha Costanzo's Jefferies & Company Experience March 2009 - July 2014
Job CoHead of Midwest Region Public Finance at Citi
Industry Investment Banking
Experience
Citi August 2014 - Present
Jefferies & Company March 2009 - July 2014
Citigroup July 2001 - January 2009
Skills
Investment Banking, Capital Markets, Financial Modeling, Bonds, Fixed Income, Credit Analysis, Bloomberg, Financial Analysis, Derivatives, Valuation, Project Finance, Equities, Securities, Trading, Private Equity, Structured Finance, Series 7, Hedge Funds, Financial Structuring, Series 63, Corporate Finance, Portfolio Management
Education
University of Florida
BS, Finance and Economics
Niskayuna High School
Citi August 2014 - Present
Jefferies & Company March 2009 - July 2014
Citigroup July 2001 - January 2009
Skills
Investment Banking, Capital Markets, Financial Modeling, Bonds, Fixed Income, Credit Analysis, Bloomberg, Financial Analysis, Derivatives, Valuation, Project Finance, Equities, Securities, Trading, Private Equity, Structured Finance, Series 7, Hedge Funds, Financial Structuring, Series 63, Corporate Finance, Portfolio Management
Education
University of Florida
BS, Finance and Economics
Niskayuna High School
Jeffry Weinhuff's Jefferies & Company Experience 1990 - 2000
Job CEO , Merchant Banker
Industry Financial Services
Experience
Inflection Point Capital January 2000 - Present
Jefferies & Company 1990 - 2000
Drexel Burnham Lambert 1983 - 1990
Skills
Keen Listener, Strategic Vision, Investment Banking, Mergers, Private Equity, Management of Highly..., Leveraged Finance, Build Ups, Strategic Financial..., Public Speaking, Business Development, Team Building, Estate Planning, Investments, Instrument Pilot, Restructuring, Value Realization, Corporate Finance, Wealth Management, Financial Services, Funding, LBO, Asset Management, Venture Capital, Finance, Management, Business Strategy, Due Diligence, Mergers & Acquisitions
Education
USC Marshall School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1974 — 1978
Bachelor of Science (BS), Economics
Inflection Point Capital January 2000 - Present
Jefferies & Company 1990 - 2000
Drexel Burnham Lambert 1983 - 1990
Skills
Keen Listener, Strategic Vision, Investment Banking, Mergers, Private Equity, Management of Highly..., Leveraged Finance, Build Ups, Strategic Financial..., Public Speaking, Business Development, Team Building, Estate Planning, Investments, Instrument Pilot, Restructuring, Value Realization, Corporate Finance, Wealth Management, Financial Services, Funding, LBO, Asset Management, Venture Capital, Finance, Management, Business Strategy, Due Diligence, Mergers & Acquisitions
Education
USC Marshall School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1974 — 1978
Bachelor of Science (BS), Economics
Brian Lesesne's Jefferies & Company Experience July 2005 - April 2010
Job Investment Management Professional
Industry Financial Services
Experience
Goldman Sachs & Co. May 2010 - Present
Jefferies & Company July 2005 - April 2010
Education
University of North Carolina at Chapel Hill 2001 — 2005
Goldman Sachs & Co. May 2010 - Present
Jefferies & Company July 2005 - April 2010
Education
University of North Carolina at Chapel Hill 2001 — 2005
Harsha Vardhan Tanguturu's Jefferies & Company Experience March 2012 - February 2013
Job Hyperion Architect/Sr Hyperion Consultant
Industry Computer Software
Experience
Iron Mountain April 2013 - Present
ATI Allvac February 2013 - April 2013
Jefferies & Company March 2012 - February 2013
PepsiCo February 2010 - March 2012
Deloitte Consulting November 2009 - February 2010
USDA FEDERAL GOV July 2009 - November 2009
Booz Allen Hamilton October 2008 - June 2009
Upromise August 2006 - September 2007
IIC 2003 - 2006
Skills
Hyperion Planning, Essbase, Hyperion Enterprise, Infrastructure, OBIEE, Oracle, Software Installation, FDM, Smartview, Data Migration, Microsoft SQL Server, ODI, Hyperion Installation..., Configurations, Hyperion Performance..., Shared Services, Business Intelligence, Access, Performance Tuning, Hyperion, Hyperion Financial..., Hyperion Infrastructure, Hyperion Admin, Hyperion Financial..., Essbase 11.1.2.1, Hyperion EPM, Hyperion Disaster..., Hyperion HFM
Education
University of Madras 1999 — 2003
Iron Mountain April 2013 - Present
ATI Allvac February 2013 - April 2013
Jefferies & Company March 2012 - February 2013
PepsiCo February 2010 - March 2012
Deloitte Consulting November 2009 - February 2010
USDA FEDERAL GOV July 2009 - November 2009
Booz Allen Hamilton October 2008 - June 2009
Upromise August 2006 - September 2007
IIC 2003 - 2006
Skills
Hyperion Planning, Essbase, Hyperion Enterprise, Infrastructure, OBIEE, Oracle, Software Installation, FDM, Smartview, Data Migration, Microsoft SQL Server, ODI, Hyperion Installation..., Configurations, Hyperion Performance..., Shared Services, Business Intelligence, Access, Performance Tuning, Hyperion, Hyperion Financial..., Hyperion Infrastructure, Hyperion Admin, Hyperion Financial..., Essbase 11.1.2.1, Hyperion EPM, Hyperion Disaster..., Hyperion HFM
Education
University of Madras 1999 — 2003
Cesar Zavalla's Jefferies & Company Experience March 2010 - Present
Job Vice President at Jefferies & Company, Inc.
Industry Investment Banking
Experience
Jefferies & Company March 2010 - Present
Wachovia, A Wells Fargo Company May 2006 - May 2011
Calypso Technology 2005 - 2006
Principia Partners 2004 - 2005
SunGard Risk & Trading 1999 - 2003
Integral Development Corporation 1999 - 2002
Skills
Professional Services, Trading Systems, Fixed Income, Product Management, Capital Markets, Credit Derivatives, Interest Rate..., Equities, Back Office, Equity Derivatives, Financial Markets, Trading, Middle Office, Swaps, Calypso, Options, Software Development, Derivatives, IT Strategy, Financial Services, Business Analysis, Electronic Trading, Market Risk, FX Options, Bonds
Education
University of California, Santa Barbara 1988 — 1993
Jefferies & Company March 2010 - Present
Wachovia, A Wells Fargo Company May 2006 - May 2011
Calypso Technology 2005 - 2006
Principia Partners 2004 - 2005
SunGard Risk & Trading 1999 - 2003
Integral Development Corporation 1999 - 2002
Skills
Professional Services, Trading Systems, Fixed Income, Product Management, Capital Markets, Credit Derivatives, Interest Rate..., Equities, Back Office, Equity Derivatives, Financial Markets, Trading, Middle Office, Swaps, Calypso, Options, Software Development, Derivatives, IT Strategy, Financial Services, Business Analysis, Electronic Trading, Market Risk, FX Options, Bonds
Education
University of California, Santa Barbara 1988 — 1993
Ramona Ahmed's Jefferies & Company Experience August 2009 - Present
Job Assistant Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company August 2009 - Present
Calyon Securities July 2007 - December 2008
NASD 2004 - 2007
UBS Financial Services Inc. October 2002 - June 2004
Education
University of Maryland College Park 1996 — 2001
John F. Kennedy High School
Jefferies & Company August 2009 - Present
Calyon Securities July 2007 - December 2008
NASD 2004 - 2007
UBS Financial Services Inc. October 2002 - June 2004
Education
University of Maryland College Park 1996 — 2001
John F. Kennedy High School
Justin Mirro's Jefferies & Company Experience January 2005 - June 2008
Job Car Guy / Strategic Advisor / PE Investor
Industry Venture Capital & Private Equity
Experience
Wynnchurch Capital, Ltd. March 2015 - Present
Kensington Capital Partners, LLC January 1999 - Present
The Motor Weekly October 2005 - Present
IncWell LLC January 2014 - Present
RBC Capital Markets June 2011 - December 2014
Moelis & Company July 2008 - May 2011
Jefferies & Company January 2005 - June 2008
ABN AMRO 2002 - 2004
Schroders / Salomon Smith Barney August 1996 - April 2002
Toyota 1991 - 1993
Skills
Automotive, Valuation, Business Strategy, Finance, M&A experience, Leveraged Lending, Private Equity, High Yield
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
University of Michigan 1986 — 1990
BS, Mechanical Engineering
Wynnchurch Capital, Ltd. March 2015 - Present
Kensington Capital Partners, LLC January 1999 - Present
The Motor Weekly October 2005 - Present
IncWell LLC January 2014 - Present
RBC Capital Markets June 2011 - December 2014
Moelis & Company July 2008 - May 2011
Jefferies & Company January 2005 - June 2008
ABN AMRO 2002 - 2004
Schroders / Salomon Smith Barney August 1996 - April 2002
Toyota 1991 - 1993
Skills
Automotive, Valuation, Business Strategy, Finance, M&A experience, Leveraged Lending, Private Equity, High Yield
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
University of Michigan 1986 — 1990
BS, Mechanical Engineering
Youssef Squali H.'s Jefferies & Company Experience 2004 - 2012
Job Managing Director; Global Head of Internet and Media Equity Research
Industry Investment Banking
Experience
Cantor Fitzgerald 2012 - Present
Jefferies & Company 2004 - 2012
First Albany Capital 2001 - 2004
ING Barings 1999 - 2002
Laidlaw Asset Management 1992 - 1998
Skills
Equity Research, Equities, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Capital Markets, Investments, Portfolio Management, Corporate Finance, Asset Managment, Series 7, Private Equity, Mutual Funds
Education
University of Hartford 1990 — 1992
MBA, Finance
American Business School (Paris, France) 1988 — 1990
BBA, Economics
Lycee Claude Monet (Paris, France) 1987 — 1987
Prepa HEC
Lycee Moulay Youssef (Rabat, Morocco)
Baccalaureate, Mathematics
Cantor Fitzgerald 2012 - Present
Jefferies & Company 2004 - 2012
First Albany Capital 2001 - 2004
ING Barings 1999 - 2002
Laidlaw Asset Management 1992 - 1998
Skills
Equity Research, Equities, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Capital Markets, Investments, Portfolio Management, Corporate Finance, Asset Managment, Series 7, Private Equity, Mutual Funds
Education
University of Hartford 1990 — 1992
MBA, Finance
American Business School (Paris, France) 1988 — 1990
BBA, Economics
Lycee Claude Monet (Paris, France) 1987 — 1987
Prepa HEC
Lycee Moulay Youssef (Rabat, Morocco)
Baccalaureate, Mathematics
Joey Kendrick's Jefferies & Company Experience November 2007 - December 2008
Job Director Corporate Development at FleetCor
Industry Financial Services
Experience
FleetCor June 2011 - Present
Wendy's/Arby's Group, Inc. January 2009 - June 2011
Jefferies & Company November 2007 - December 2008
Accenture September 2006 - November 2007
Skills
Corporate Development, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Strategic Planning, Forecasting, Strategy, Management Consulting, Business Analysis, Process Improvement, Sales, Finance, Investment Banking, Risk Management, Competitive Analysis, Business Development, Private Equity, Business Process...
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, Finance, Summa cum laude (3.92 GPA) with honors
FleetCor June 2011 - Present
Wendy's/Arby's Group, Inc. January 2009 - June 2011
Jefferies & Company November 2007 - December 2008
Accenture September 2006 - November 2007
Skills
Corporate Development, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Strategic Planning, Forecasting, Strategy, Management Consulting, Business Analysis, Process Improvement, Sales, Finance, Investment Banking, Risk Management, Competitive Analysis, Business Development, Private Equity, Business Process...
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, Finance, Summa cum laude (3.92 GPA) with honors
Greg Dawkins's Jefferies & Company Experience March 2005 - June 2008
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2008 - Present
Jefferies & Company March 2005 - June 2008
Cowen & Company 2002 - 2005
Robertson Stephens 2001 - 2002
Prudential Securities 1998 - 2001
Ernst & Young 1993 - 1996
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
University of Notre Dame 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Chaminade High School 1985 — 1989
Piper Jaffray July 2008 - Present
Jefferies & Company March 2005 - June 2008
Cowen & Company 2002 - 2005
Robertson Stephens 2001 - 2002
Prudential Securities 1998 - 2001
Ernst & Young 1993 - 1996
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
University of Notre Dame 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Chaminade High School 1985 — 1989
Aashiv Shah's Jefferies & Company Experience May 2012 - May 2014
Job Software Equity Research at Nomura Securities
Industry Financial Services
Experience
Nomura Securities July 2014 - Present
Jefferies & Company May 2012 - May 2014
Stifel Nicolaus July 2010 - May 2012
Huron Consulting Group 2007 - 2008
Accenture 2005 - 2007
Skills
Financial Modeling, Valuation, Analysis, Equity Research, Equities, Bloomberg, Investment Banking, Capital Markets, Business Analysis, Corporate Finance, Equity Valuation, Financial Analysis, Investments, Mergers
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science, Electrical Engineering
Greenlawns High School
Nomura Securities July 2014 - Present
Jefferies & Company May 2012 - May 2014
Stifel Nicolaus July 2010 - May 2012
Huron Consulting Group 2007 - 2008
Accenture 2005 - 2007
Skills
Financial Modeling, Valuation, Analysis, Equity Research, Equities, Bloomberg, Investment Banking, Capital Markets, Business Analysis, Corporate Finance, Equity Valuation, Financial Analysis, Investments, Mergers
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science, Electrical Engineering
Greenlawns High School
SHAWN WEADOCK's Jefferies & Company Experience 2002 - 2006
Job Institutional Sales / Investment Banking
Industry Executive Office
Experience
Burnham Financial Services November 2014 - Present
Rafferty Capital Markets August 2010 - September 2014
Rafferty Capital Markets August 2010 - September 2014
LaBranche & Co. May 2006 - August 2010
Jefferies & Company 2002 - 2006
Herzog 1994 - 2002
Skills
Series 24, Series 7, Series 63, Series 55, Trading, Capital Markets, Equities, Equity Trading, Securities, Bloomberg, Hedge Funds, Electronic Trading, Trading Strategies, Customer Service, Proprietary Trading, Investments, Portfolio Management, Trading Systems, Options, Equity Research, Alternative Investments, FINRA, Derivatives, ETFs, Fixed Income, Financial Services, Mutual Funds, Market Making, Risk Management, Financial Markets, Bonds, Stocks, Traders, Private Equity, Investment Advisory, Funding, Asset Managment, Financial Advisory, Equity Derivatives, Asset Management, FX trading
Education
University of Delaware 1990 — 1993
Economics, Business
Marlboro High School
Burnham Financial Services November 2014 - Present
Rafferty Capital Markets August 2010 - September 2014
Rafferty Capital Markets August 2010 - September 2014
LaBranche & Co. May 2006 - August 2010
Jefferies & Company 2002 - 2006
Herzog 1994 - 2002
Skills
Series 24, Series 7, Series 63, Series 55, Trading, Capital Markets, Equities, Equity Trading, Securities, Bloomberg, Hedge Funds, Electronic Trading, Trading Strategies, Customer Service, Proprietary Trading, Investments, Portfolio Management, Trading Systems, Options, Equity Research, Alternative Investments, FINRA, Derivatives, ETFs, Fixed Income, Financial Services, Mutual Funds, Market Making, Risk Management, Financial Markets, Bonds, Stocks, Traders, Private Equity, Investment Advisory, Funding, Asset Managment, Financial Advisory, Equity Derivatives, Asset Management, FX trading
Education
University of Delaware 1990 — 1993
Economics, Business
Marlboro High School
Erin Faraday's Jefferies & Company Experience September 2010 - Present
Job at Jefferies & Company
Industry Investment Management
Experience
Jefferies & Company September 2010 - Present
TUDOR INVESTMENT CORPORATION March 2010 - September 2010
Owenoke Capital Management March 2008 - April 2010
Skills
Capital Markets, Fixed Income, Hedge Funds, High Yield, Investment Banking, Investment Management, Leveraged Finance, Loans, Investments, Portfolio Management
Education
University of Connecticut 2001 — 2005
Jefferies & Company September 2010 - Present
TUDOR INVESTMENT CORPORATION March 2010 - September 2010
Owenoke Capital Management March 2008 - April 2010
Skills
Capital Markets, Fixed Income, Hedge Funds, High Yield, Investment Banking, Investment Management, Leveraged Finance, Loans, Investments, Portfolio Management
Education
University of Connecticut 2001 — 2005
Sandy Reddin's Jefferies & Company Experience 1986 - 1991
Job Capital Markets in Maritime Shipping
Industry Capital Markets
Experience
Maritime Shipping August 2013 - Present
Knight Capital Americas, L.P. (now KCG) October 2002 - June 2013
Knight Equity Markets 2002 - 2008
New Canaan Emergency Services 2001 - 2007
First Manhattan Consulting Group 2000 - 2002
ABN AMRO 1998 - 2000
Furman Selz, LLC 1991 - 1998
Jefferies & Company 1986 - 1991
Skills
Capital Markets, Emergency Medical Care, Firearms Safety, Management, Firearms, Emergency Management, Defense, Asset Management, Emergency Medical, Equity Funding, Training, Bonds, Equities, Securities, Hedge Funds, Fixed Income, Investment Banking, Corporate Finance, Equity Trading, Maritime Shipping
Education
University of Connecticut
BA, Political Science
Maritime Shipping August 2013 - Present
Knight Capital Americas, L.P. (now KCG) October 2002 - June 2013
Knight Equity Markets 2002 - 2008
New Canaan Emergency Services 2001 - 2007
First Manhattan Consulting Group 2000 - 2002
ABN AMRO 1998 - 2000
Furman Selz, LLC 1991 - 1998
Jefferies & Company 1986 - 1991
Skills
Capital Markets, Emergency Medical Care, Firearms Safety, Management, Firearms, Emergency Management, Defense, Asset Management, Emergency Medical, Equity Funding, Training, Bonds, Equities, Securities, Hedge Funds, Fixed Income, Investment Banking, Corporate Finance, Equity Trading, Maritime Shipping
Education
University of Connecticut
BA, Political Science
Harry Chung's Jefferies & Company Experience February 1997 - July 2008
Job Chief Financial Officer at Breakwater Investment Management
Industry Financial Services
Experience
Breakwater Investment Management January 2015 - Present
Imperial Capital LLC August 2008 - September 2014
Jefferies & Company February 1997 - July 2008
KPMG 1992 - 1995
Skills
Mergers & Acquisitions, Equities, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Hedge Funds, Financial Analysis, Investments, Derivatives, Private Equity, Fixed Income, Due Diligence, Finance, Valuation, Asset Management, Management, Venture Capital, Alternative Investments, Risk Management, Accounting, Financial Reporting, Securities, Restructuring, Portfolio Management, Financial Services, Strategic Planning, Strategy, Start-ups
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Accountancy
Breakwater Investment Management January 2015 - Present
Imperial Capital LLC August 2008 - September 2014
Jefferies & Company February 1997 - July 2008
KPMG 1992 - 1995
Skills
Mergers & Acquisitions, Equities, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Hedge Funds, Financial Analysis, Investments, Derivatives, Private Equity, Fixed Income, Due Diligence, Finance, Valuation, Asset Management, Management, Venture Capital, Alternative Investments, Risk Management, Accounting, Financial Reporting, Securities, Restructuring, Portfolio Management, Financial Services, Strategic Planning, Strategy, Start-ups
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Accountancy
Robert G Routh, CPA's Jefferies & Company Experience July 2004 - March 2007
Job Managing Director at FBN Securities Inc.
Industry Financial Services
Experience
FBN Securities Inc. February 2015 - Present
National Alliance Capital Markets April 2013 - February 2014
Phoenix Partners Group 2010 - October 2012
Wedge Partners 2008 - 2010
Ankh Investments of Florida, LLC March 2007 - August 2008
Jefferies & Company July 2004 - March 2007
Natexis Bleichroeder 2001 - 2004
Ladenburg Thalmann 1999 - 2001
Bear Stearns 1994 - 1999
Arthur Andersen May 1994 - October 1995
Skills
Equities, Asset Management, Equity Research, Investments, Banking, Capital Markets, Asset Managment, Strategy, Hedge Funds, Trading, Bloomberg, Private Equity, Valuation, Alternative Investments, Investment Banking, Fixed Income, Financial Modeling, Corporate Finance, Derivatives, Securities, Series 7, Series 63
Education
University of North Carolina at Chapel Hill 1989 — 1994
BSBA/ MAC, Business, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1994
Bachelor of Science (BS), Business Administration and Management, General
FBN Securities Inc. February 2015 - Present
National Alliance Capital Markets April 2013 - February 2014
Phoenix Partners Group 2010 - October 2012
Wedge Partners 2008 - 2010
Ankh Investments of Florida, LLC March 2007 - August 2008
Jefferies & Company July 2004 - March 2007
Natexis Bleichroeder 2001 - 2004
Ladenburg Thalmann 1999 - 2001
Bear Stearns 1994 - 1999
Arthur Andersen May 1994 - October 1995
Skills
Equities, Asset Management, Equity Research, Investments, Banking, Capital Markets, Asset Managment, Strategy, Hedge Funds, Trading, Bloomberg, Private Equity, Valuation, Alternative Investments, Investment Banking, Fixed Income, Financial Modeling, Corporate Finance, Derivatives, Securities, Series 7, Series 63
Education
University of North Carolina at Chapel Hill 1989 — 1994
BSBA/ MAC, Business, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Lain Garrett's Jefferies & Company Experience July 2010 - Present
Job SVP at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2010 - Present
MarketAxess August 2009 - July 2010
Lain Garrett Ltd. October 2008 - July 2009
Tradeweb March 2007 - October 2008
Credit Suisse June 1997 - March 2007
Citigroup 1994 - 1997
Skills
Electronic Trading, Fixed Income, Trading Systems, Swaps, Interest Rate..., Derivatives, Market Data, Hedge Funds, Series 7, Exchange Connectivity, Market Risk, Financial Markets, Hedging, Bonds, FINRA, Trading, Capital Markets, Rates, Trading Strategies, Interest Rate Swaps, Low Latency, Bloomberg, Reference Data, Middle Office, Securities, Asset Management, Market Making, Proprietary Trading, Options, Buy-side, Money Market
Education
University of Kentucky 1986 — 1992
Jefferies & Company July 2010 - Present
MarketAxess August 2009 - July 2010
Lain Garrett Ltd. October 2008 - July 2009
Tradeweb March 2007 - October 2008
Credit Suisse June 1997 - March 2007
Citigroup 1994 - 1997
Skills
Electronic Trading, Fixed Income, Trading Systems, Swaps, Interest Rate..., Derivatives, Market Data, Hedge Funds, Series 7, Exchange Connectivity, Market Risk, Financial Markets, Hedging, Bonds, FINRA, Trading, Capital Markets, Rates, Trading Strategies, Interest Rate Swaps, Low Latency, Bloomberg, Reference Data, Middle Office, Securities, Asset Management, Market Making, Proprietary Trading, Options, Buy-side, Money Market
Education
University of Kentucky 1986 — 1992
Sharisse Amlani's Jefferies & Company Experience 1996 - 1997
Job Associate at WATG
Industry Design
Experience
WATG June 1997 - Present
Jefferies & Company 1996 - 1997
Skills
International Travel, Business Travel, Business Visas, Meeting Planning
Education
University of Hawaii at Hilo 1989 — 1993
WATG June 1997 - Present
Jefferies & Company 1996 - 1997
Skills
International Travel, Business Travel, Business Visas, Meeting Planning
Education
University of Hawaii at Hilo 1989 — 1993
Kimberly Hering's Jefferies & Company Experience 1996 - 2001
Job Realtor at Alain Pinel Realtors
Industry Writing and Editing
Experience
Alain Pinel Realtors January 2014 - Present
Jefferies & Company 1996 - 2001
Montgomery Securities 1987 - 1995
Skills
Sellers, Downsizing, Investment Properties, Marketing, Real Estate, Public Speaking, Real Estate Transactions, Strategic Planning, Customer Service, Sales
Education
University of Colorado Boulder
Bachelor's Degree, Economics, College
Semester At Sea
Catlin Gabel School
Highschool
Alain Pinel Realtors January 2014 - Present
Jefferies & Company 1996 - 2001
Montgomery Securities 1987 - 1995
Skills
Sellers, Downsizing, Investment Properties, Marketing, Real Estate, Public Speaking, Real Estate Transactions, Strategic Planning, Customer Service, Sales
Education
University of Colorado Boulder
Bachelor's Degree, Economics, College
Semester At Sea
Catlin Gabel School
Highschool
Bill McDermott's Jefferies & Company Experience May 2010 - Present
Job Senior Vice President Corporate Planning & Analysis and Expense Management
Industry Financial Services
Experience
Jefferies & Company May 2010 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 1999 - 2003
Lehman Brothers 1995 - 1999
Lehman Brothers March 1993 - May 1995
Cantor Fitzgerald 1990 - 1993
Arthur Andersen & Co. 1985 - 1990
Skills
Management, Analysis, Fixed Income, Competitive Analysis, Forecasting, Budgets, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Financial..., Trading, Financial Reporting, Derivatives, Risk Management, Finance
Education
University of Notre Dame 1982 — 1985
Jefferies & Company May 2010 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 1999 - 2003
Lehman Brothers 1995 - 1999
Lehman Brothers March 1993 - May 1995
Cantor Fitzgerald 1990 - 1993
Arthur Andersen & Co. 1985 - 1990
Skills
Management, Analysis, Fixed Income, Competitive Analysis, Forecasting, Budgets, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Financial..., Trading, Financial Reporting, Derivatives, Risk Management, Finance
Education
University of Notre Dame 1982 — 1985
Becky Nebel's Jefferies & Company Experience July 2007 - January 2010
Job Actis, Investor Development Group
Industry Venture Capital & Private Equity
Experience
Actis July 2011 - Present
Scotia Capital August 2010 - June 2011
Jefferies & Company July 2007 - January 2010
Helix Associates July 2006 - July 2007
Skills
Valuation
Education
University of Maryland College Park 2002 — 2006
BA
Manhasset High School 1998 — 2002
Actis July 2011 - Present
Scotia Capital August 2010 - June 2011
Jefferies & Company July 2007 - January 2010
Helix Associates July 2006 - July 2007
Skills
Valuation
Education
University of Maryland College Park 2002 — 2006
BA
Manhasset High School 1998 — 2002
Mohammed Khalil's Jefferies & Company Experience 2010 - 2012
Job Associate Director Special Situations & Private Equity Investing
Industry Venture Capital & Private Equity
Experience
ORIX Principal Investments 2014 - Present
Ropart Asset Management 2012 - 2014
Jefferies & Company 2010 - 2012
EFG-Hermes 2008 - 2010
Skills
Investment Banking, LBO, Financial Modeling, Valuation, Private Equity, Capital Markets, Emerging Markets, Due Diligence, Bloomberg, Corporate Finance, Venture Capital, M&A experience, DCF, Equities, Leveraged Finance, Mergers & Acquisitions, Equity Valuation, Capital IQ, Financial Analysis, Business Valuation, Financial Markets, Asset Management, Private Placements, Derivatives, Alternative Investments, Special Situations, IPO, Project Finance, Portfolio Management, Fixed Income, Financial Structuring, Corporate Development, Bloomberg Terminal, Investments, Restructuring, Structured Finance, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA)
ORIX Principal Investments 2014 - Present
Ropart Asset Management 2012 - 2014
Jefferies & Company 2010 - 2012
EFG-Hermes 2008 - 2010
Skills
Investment Banking, LBO, Financial Modeling, Valuation, Private Equity, Capital Markets, Emerging Markets, Due Diligence, Bloomberg, Corporate Finance, Venture Capital, M&A experience, DCF, Equities, Leveraged Finance, Mergers & Acquisitions, Equity Valuation, Capital IQ, Financial Analysis, Business Valuation, Financial Markets, Asset Management, Private Placements, Derivatives, Alternative Investments, Special Situations, IPO, Project Finance, Portfolio Management, Fixed Income, Financial Structuring, Corporate Development, Bloomberg Terminal, Investments, Restructuring, Structured Finance, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA)
David Pedroza's Jefferies & Company Experience September 2002 - March 2007
Job Trader at Tradition Asiel Securities
Industry Financial Services
Experience
Tradition Asiel Securities June 2010 - Present
Pedroza Capital Group, LLC April 2006 - June 2010
Briclink Capital April 2007 - December 2009
Jefferies & Company September 2002 - March 2007
Herzog Heine Geduld/ Merrill Lynch 2000 - 2004
Herzog, Heine, Geduld Inc. 2000 - 2004
Skills
Banking, Trading, Finance, Equities, Trading Systems, Options, Credit, Financial Markets, Equity Trading, Capital Markets, Mergers & Acquisitions, Electronic Trading, FINRA, Securities, Investments, Hedge Funds
Education
University of New Orleans 1990 — 1993
BA, Finance
Tradition Asiel Securities June 2010 - Present
Pedroza Capital Group, LLC April 2006 - June 2010
Briclink Capital April 2007 - December 2009
Jefferies & Company September 2002 - March 2007
Herzog Heine Geduld/ Merrill Lynch 2000 - 2004
Herzog, Heine, Geduld Inc. 2000 - 2004
Skills
Banking, Trading, Finance, Equities, Trading Systems, Options, Credit, Financial Markets, Equity Trading, Capital Markets, Mergers & Acquisitions, Electronic Trading, FINRA, Securities, Investments, Hedge Funds
Education
University of New Orleans 1990 — 1993
BA, Finance
Ashley Feinstein Gerstley's Jefferies & Company Experience July 2008 - August 2010
Job Founder at Knowing Your Worth
Industry Banking
Experience
Knowing Your Worth January 2013 - Present
the Fiscal Femme December 2012 - Present
DailyWorth.com, Inc. March 2014 - Present
FeeX - Robin Hood of Fees March 2014 - Present
GoGirl Finance December 2013 - Present
Argo Group International Holdings, Ltd. August 2010 - February 2014
Jefferies & Company July 2008 - August 2010
Skills
Personal Finance..., Writing, Blogger, Experienced Speaker, Money Coaching, Personal Finance, Outstanding..., Negotiations, Leadership Development, Money Coach, Budgeting, Life Coaching, Workshops, Coaching, Financial Modeling, Investment Banking, Capital Markets, Mergers & Acquisitions, Valuation, Corporate Finance, Finance, Financial Analysis, LBO, Equities, Financial Structuring, Bloomberg, Investments, Due Diligence, Emerging Markets, Equity Research, Fixed Income, Private Equity, Portfolio Management, Public Speaking, Training Workshops
Education
Institute for Professional Excellence in Coaching 2012 — 2013
Certified Coach
University of Pennsylvania 2005 — 2008
BS, Finance
University of Pennsylvania - The Wharton School 2005 — 2008
Finance
Community School of Naples 2000 — 2004
Knowing Your Worth January 2013 - Present
the Fiscal Femme December 2012 - Present
DailyWorth.com, Inc. March 2014 - Present
FeeX - Robin Hood of Fees March 2014 - Present
GoGirl Finance December 2013 - Present
Argo Group International Holdings, Ltd. August 2010 - February 2014
Jefferies & Company July 2008 - August 2010
Skills
Personal Finance..., Writing, Blogger, Experienced Speaker, Money Coaching, Personal Finance, Outstanding..., Negotiations, Leadership Development, Money Coach, Budgeting, Life Coaching, Workshops, Coaching, Financial Modeling, Investment Banking, Capital Markets, Mergers & Acquisitions, Valuation, Corporate Finance, Finance, Financial Analysis, LBO, Equities, Financial Structuring, Bloomberg, Investments, Due Diligence, Emerging Markets, Equity Research, Fixed Income, Private Equity, Portfolio Management, Public Speaking, Training Workshops
Education
Institute for Professional Excellence in Coaching 2012 — 2013
Certified Coach
University of Pennsylvania 2005 — 2008
BS, Finance
University of Pennsylvania - The Wharton School 2005 — 2008
Finance
Community School of Naples 2000 — 2004
Jeff Manton's Jefferies & Company Experience November 2009 - Present
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company November 2009 - Present
TD Securities March 2004 - April 2009
Bear Stearns July 2001 - August 2003
Skills
Capital Markets
Education
University of Michigan 1997 — 2001
BS, Economics
Jefferies & Company November 2009 - Present
TD Securities March 2004 - April 2009
Bear Stearns July 2001 - August 2003
Skills
Capital Markets
Education
University of Michigan 1997 — 2001
BS, Economics
Ryan Fischer's Jefferies & Company Experience October 2007 - October 2010
Job SVP, Restaurant Industry Specialist at SunTrust Bank
Industry Banking
Experience
SunTrust Bank August 2015 - Present
Dragonfly Capital Partners, LLC May 2013 - August 2015
The PrinceRidge Group May 2012 - May 2013
Morgan Keegan & Company, Inc. October 2010 - April 2012
Jefferies & Company October 2007 - October 2010
Wachovia Securities 2000 - 2007
Parker Hunter Incorporated May 1996 - July 1998
Skills
Recapitalizations, Series 7, Investment Banking, Private Placements, Capital Raising, LBO, Capital Markets, Debt, Equities, Fixed Income, Equity Research, Alternative Investments, Equity Capital Markets, Leveraged Finance, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance & Corporate Strategy
University of Pittsburgh 1992 — 1996
BA, Business Administration & Economics
SunTrust Bank August 2015 - Present
Dragonfly Capital Partners, LLC May 2013 - August 2015
The PrinceRidge Group May 2012 - May 2013
Morgan Keegan & Company, Inc. October 2010 - April 2012
Jefferies & Company October 2007 - October 2010
Wachovia Securities 2000 - 2007
Parker Hunter Incorporated May 1996 - July 1998
Skills
Recapitalizations, Series 7, Investment Banking, Private Placements, Capital Raising, LBO, Capital Markets, Debt, Equities, Fixed Income, Equity Research, Alternative Investments, Equity Capital Markets, Leveraged Finance, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance & Corporate Strategy
University of Pittsburgh 1992 — 1996
BA, Business Administration & Economics
Andrew Kayvanfar's Jefferies & Company Experience January 2010 - March 2014
Job Software Engineer at Upstart
Industry Computer Software
Experience
Upstart July 2014 - Present
Independent Consultant July 2013 - July 2014
Jefferies & Company January 2010 - March 2014
Jefferies & Company July 2009 - December 2009
QED Benchmark May 2007 - September 2007
Smith Barney June 2007 - August 2007
Skills
Bloomberg, ETFs, Equity Derivatives, Hedge Funds, Equities, Capital Markets, Visual Basic, Microsoft Excel, Quantitative Analytics, Private Equity, Venture Capital, Equity Research, Fixed Income, Emerging Markets, Derivatives, Corporate Development, Product Management, PowerPoint, excel, Series 7, Equity Trading, Portfolio Management, Trading, Financial Markets, Series 63, Bloomberg Terminal, Business Strategy, Relationship Management, Ruby, Ruby on Rails, JavaScript, jQuery, Backbone.js, CSS, SQL, Git, HTML, CSS3, MVC, HTML 5, PostgreSQL, RSpec, Web Development
Education
University of Pennsylvania 2005 — 2009
BSE, Bioengineering
Upstart July 2014 - Present
Independent Consultant July 2013 - July 2014
Jefferies & Company January 2010 - March 2014
Jefferies & Company July 2009 - December 2009
QED Benchmark May 2007 - September 2007
Smith Barney June 2007 - August 2007
Skills
Bloomberg, ETFs, Equity Derivatives, Hedge Funds, Equities, Capital Markets, Visual Basic, Microsoft Excel, Quantitative Analytics, Private Equity, Venture Capital, Equity Research, Fixed Income, Emerging Markets, Derivatives, Corporate Development, Product Management, PowerPoint, excel, Series 7, Equity Trading, Portfolio Management, Trading, Financial Markets, Series 63, Bloomberg Terminal, Business Strategy, Relationship Management, Ruby, Ruby on Rails, JavaScript, jQuery, Backbone.js, CSS, SQL, Git, HTML, CSS3, MVC, HTML 5, PostgreSQL, RSpec, Web Development
Education
University of Pennsylvania 2005 — 2009
BSE, Bioengineering
Libor Michel's Jefferies & Company Experience January 2007 - December 2010
Job Senior Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC January 2014 - Present
Jefferies LLC January 2011 - December 2013
Jefferies & Company January 2007 - December 2010
Jefferies & Company March 2004 - December 2006
Education
University of Houston
MS, Finance
Jefferies LLC January 2014 - Present
Jefferies LLC January 2011 - December 2013
Jefferies & Company January 2007 - December 2010
Jefferies & Company March 2004 - December 2006
Education
University of Houston
MS, Finance
Bonnie Anasetti's Jefferies & Company Experience January 2009 - Present
Job Rates Trader at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company January 2009 - Present
Merrill Lynch July 2007 - December 2008
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science in Economics, Finance
Jefferies & Company January 2009 - Present
Merrill Lynch July 2007 - December 2008
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science in Economics, Finance
Andrew Pole's Jefferies & Company Experience 1995 - 1997
Job Coordinator, MS Program in Mathematical and Computational Finance at NJIT
Industry Investment Management
Experience
New Jersey Institute of Technology January 2011 - Present
Polytechnic Institute of New York University October 2009 - Present
Tiedemann Investment Group January 2006 - December 2008
Tiedemann Investment Group 2000 - 2005
Invictus Partners 1997 - 2000
Jefferies & Company 1995 - 1997
Education
University of Nottingham
Ph.D, Statistics
New Jersey Institute of Technology January 2011 - Present
Polytechnic Institute of New York University October 2009 - Present
Tiedemann Investment Group January 2006 - December 2008
Tiedemann Investment Group 2000 - 2005
Invictus Partners 1997 - 2000
Jefferies & Company 1995 - 1997
Education
University of Nottingham
Ph.D, Statistics
Philip Ng's Jefferies & Company Experience May 2010 - Present
Job Senior Research Analyst at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2010 - Present
Boyar Asset Management March 2009 - February 2010
Susquehanna International Group March 2008 - December 2008
Wachovia Securities June 2005 - March 2008
Lehman Brothers March 2004 - June 2005
Deloitte & Touche 2002 - 2004
Skills
Equities, Equity Research, Asset Management, Hedge Funds, Valuation, Equity Valuation, Packaging, Paper, Materials
Education
University of Michigan 1996 — 2000
BA, Economics & Communication Studies
Jefferies & Company May 2010 - Present
Boyar Asset Management March 2009 - February 2010
Susquehanna International Group March 2008 - December 2008
Wachovia Securities June 2005 - March 2008
Lehman Brothers March 2004 - June 2005
Deloitte & Touche 2002 - 2004
Skills
Equities, Equity Research, Asset Management, Hedge Funds, Valuation, Equity Valuation, Packaging, Paper, Materials
Education
University of Michigan 1996 — 2000
BA, Economics & Communication Studies
Ankit Patel's Jefferies & Company Experience June 2011 - August 2011
Job Investment Banking Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies July 2012 - Present
Jefferies & Company June 2011 - August 2011
Florida Bank Group, Inc. June 2009 - August 2009
Ruth Eckerd Hall, Inc. June 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Finance and Accounting
University of Michigan - College of Literature, Science, & the Arts 2008 — 2012
Minor, Philosophy
Palm Harbor University High School
Jefferies July 2012 - Present
Jefferies & Company June 2011 - August 2011
Florida Bank Group, Inc. June 2009 - August 2009
Ruth Eckerd Hall, Inc. June 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Finance and Accounting
University of Michigan - College of Literature, Science, & the Arts 2008 — 2012
Minor, Philosophy
Palm Harbor University High School
Mike Dudas's Jefferies & Company Experience June 2008 - July 2011
Job Managing Director Equity Research
Industry Financial Services
Experience
Sterne Agee CRT September 2011 - Present
Jefferies & Company June 2008 - July 2011
Bear Stearns 1998 - 2008
Education
University of Notre Dame
BBA, Finance
Sterne Agee CRT September 2011 - Present
Jefferies & Company June 2008 - July 2011
Bear Stearns 1998 - 2008
Education
University of Notre Dame
BBA, Finance
Jon Weidenbach's Jefferies & Company Experience January 1997 - March 2006
Job Owner at Willowbrook Wealth Management
Industry Financial Services
Experience
Willowbrook Wealth Management September 2011 - Present
Merrill Lynch March 2007 - August 2011
Jefferies & Company January 1997 - March 2006
Skills
Equities, Hedge Funds, Equity Trading, Capital Markets, Alternative Investments, Options, Investment Banking, Trading Systems, Fixed Income, Trading, Investments, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Technical Analysis, Retirement Planning, Asset Management, Investment Advisory, Wealth Management, Financial Markets
Education
University of North Texas 1994 — 1996
MBA, Finance
University of North Texas 1990 — 1994
BS, Biology/Chemisty
Willowbrook Wealth Management September 2011 - Present
Merrill Lynch March 2007 - August 2011
Jefferies & Company January 1997 - March 2006
Skills
Equities, Hedge Funds, Equity Trading, Capital Markets, Alternative Investments, Options, Investment Banking, Trading Systems, Fixed Income, Trading, Investments, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Technical Analysis, Retirement Planning, Asset Management, Investment Advisory, Wealth Management, Financial Markets
Education
University of North Texas 1994 — 1996
MBA, Finance
University of North Texas 1990 — 1994
BS, Biology/Chemisty
Kiran Pillai's Jefferies & Company Experience October 2009 - November 2011
Job Director at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets April 2012 - Present
Jefferies & Company October 2009 - November 2011
HSBC Global Asset Management August 2007 - September 2009
Morgan Stanley July 2005 - July 2007
Skills
Credit Trading, Investments, CDS, Portfolio Management, Fixed Income, Asset Management, Bonds, Asset Allocation, Asset Managment, Bloomberg, Capital Markets, Credit, Equities, Hedge Funds, Securities, Investment Strategies
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
BS, Finance, Accounting, Math
KeyBanc Capital Markets April 2012 - Present
Jefferies & Company October 2009 - November 2011
HSBC Global Asset Management August 2007 - September 2009
Morgan Stanley July 2005 - July 2007
Skills
Credit Trading, Investments, CDS, Portfolio Management, Fixed Income, Asset Management, Bonds, Asset Allocation, Asset Managment, Bloomberg, Capital Markets, Credit, Equities, Hedge Funds, Securities, Investment Strategies
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
BS, Finance, Accounting, Math
Corey Flood's Jefferies & Company Experience July 2009 - December 2010
Job Senior Associate at Avant
Industry Venture Capital & Private Equity
Experience
Avant June 2015 - Present
Round-the-World Trip January 2014 - June 2015
KKR July 2012 - December 2013
KKR January 2011 - June 2012
Jefferies & Company July 2009 - December 2010
Jefferies & Company June 2008 - August 2008
Skills
Portfolio Management, Capital Markets, Valuation, Financial Modeling, Investment Banking, Leveraged Finance, Financial Analysis, English, Business English, Spanish, Spanish Translation, English to Spanish, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Travel Photography, Creative Writing, Due Diligence, Business Strategy, Negotiation
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor's Degree, Finance, Accounting, Corporate Strategy, 3.8 / 4.0, High Distinction (Magna Cum Laude)
Avant June 2015 - Present
Round-the-World Trip January 2014 - June 2015
KKR July 2012 - December 2013
KKR January 2011 - June 2012
Jefferies & Company July 2009 - December 2010
Jefferies & Company June 2008 - August 2008
Skills
Portfolio Management, Capital Markets, Valuation, Financial Modeling, Investment Banking, Leveraged Finance, Financial Analysis, English, Business English, Spanish, Spanish Translation, English to Spanish, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Travel Photography, Creative Writing, Due Diligence, Business Strategy, Negotiation
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor's Degree, Finance, Accounting, Corporate Strategy, 3.8 / 4.0, High Distinction (Magna Cum Laude)
Colin Cornyn's Jefferies & Company Experience April 2009 - June 2013
Job Global Service Delivery Director at Harvey Nash
Industry Financial Services
Experience
Harvey Nash June 2013 - Present
Jefferies & Company April 2009 - June 2013
IT Consultant November 2005 - March 2009
Jefferies Group, Inc August 2004 - September 2005
Van der Moolen July 1997 - August 2004
Skills
Trading Systems, Integration, Disaster Recovery, Market Data, Windows Server, Change Management
Education
University of Limerick 1994 — 1997
Batchelor of Science, Information Technology & Telecommunications
Harvey Nash June 2013 - Present
Jefferies & Company April 2009 - June 2013
IT Consultant November 2005 - March 2009
Jefferies Group, Inc August 2004 - September 2005
Van der Moolen July 1997 - August 2004
Skills
Trading Systems, Integration, Disaster Recovery, Market Data, Windows Server, Change Management
Education
University of Limerick 1994 — 1997
Batchelor of Science, Information Technology & Telecommunications
George Deming IV's Jefferies & Company Experience September 1993 - January 2000
Job Senior Vice President Head Trader at Schneider Capital
Industry Investment Management
Experience
Schneider Capital February 2000 - Present
Jefferies & Company September 1993 - January 2000
Skills
Series 63, Series 7, Asset Management, Hedge Funds, Securities, Equity Trading, Futures Trading, Omgeo Oasys, Financial Services, Investments, Capital Markets, Equities, Bloomberg, Mutual Funds, Axys, Options, Trading, Moxy, Fixed Income, Trading Systems, FactSet, Alternative Investments, Electronic Trading, Trading Strategies, Financial Markets, Portfolio Management, Long/Short Equity, Algorithms, Block Trading, Dark Pools
Education
University of New Hampshire 1988 — 1992
Germantown Academy 1983 — 1988
Schneider Capital February 2000 - Present
Jefferies & Company September 1993 - January 2000
Skills
Series 63, Series 7, Asset Management, Hedge Funds, Securities, Equity Trading, Futures Trading, Omgeo Oasys, Financial Services, Investments, Capital Markets, Equities, Bloomberg, Mutual Funds, Axys, Options, Trading, Moxy, Fixed Income, Trading Systems, FactSet, Alternative Investments, Electronic Trading, Trading Strategies, Financial Markets, Portfolio Management, Long/Short Equity, Algorithms, Block Trading, Dark Pools
Education
University of New Hampshire 1988 — 1992
Germantown Academy 1983 — 1988
Anton Romash's Jefferies & Company Experience July 2008 - June 2011
Job Senior Associate (Private Equity) at Altpoint Capital Partners in New York
Industry Investment Management
Experience
Altpoint Capital Partners July 2011 - Present
Jefferies & Company July 2008 - June 2011
Skills
Financial Modeling, Valuation, Alternative Investments, Private Equity, Oil & Gas Services, Telecommunications, Oil & Gas Exploration, Leveraged Finance, LBO, M&A experience, M&A execution, M&A analysis, M&A Modeling, Capital Markets, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Investments, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance and Accounting, High Honors
Altpoint Capital Partners July 2011 - Present
Jefferies & Company July 2008 - June 2011
Skills
Financial Modeling, Valuation, Alternative Investments, Private Equity, Oil & Gas Services, Telecommunications, Oil & Gas Exploration, Leveraged Finance, LBO, M&A experience, M&A execution, M&A analysis, M&A Modeling, Capital Markets, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Investments, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance and Accounting, High Honors
Matan Agam's Jefferies & Company Experience June 2008 - August 2008
Job Manager, Mergers and Acquisitions at Shell
Industry Venture Capital & Private Equity
Experience
Shell Oil Company October 2014 - Present
Shell Oil Company May 2013 - July 2013
AG&P April 2011 - June 2012
PetroTiger September 2009 - April 2011
Straight2YourDoor Ann Arbor, LLC March 2009 - September 2009
MDelivers, LLC November 2007 - March 2009
Jefferies & Company June 2008 - August 2008
Smith Barney May 2007 - August 2007
Skills
Financial Modeling, Valuation, Calculus, Mergers, Investment Banking, Mergers & Acquisitions, Corporate Finance, Venture Capital, Financial Analysis, Business Strategy, Private Equity, LBO, M&A experience, Emerging Markets, Management
Education
Wharton School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurial Management
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
BBA, Finance, Entrepreneurial Studies
University of Michigan 2005 — 2006
Bachelor of Business Administration (BBA), Finance
Milken Community High School 2001 — 2005
Shell Oil Company October 2014 - Present
Shell Oil Company May 2013 - July 2013
AG&P April 2011 - June 2012
PetroTiger September 2009 - April 2011
Straight2YourDoor Ann Arbor, LLC March 2009 - September 2009
MDelivers, LLC November 2007 - March 2009
Jefferies & Company June 2008 - August 2008
Smith Barney May 2007 - August 2007
Skills
Financial Modeling, Valuation, Calculus, Mergers, Investment Banking, Mergers & Acquisitions, Corporate Finance, Venture Capital, Financial Analysis, Business Strategy, Private Equity, LBO, M&A experience, Emerging Markets, Management
Education
Wharton School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurial Management
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
BBA, Finance, Entrepreneurial Studies
University of Michigan 2005 — 2006
Bachelor of Business Administration (BBA), Finance
Milken Community High School 2001 — 2005
Ben Kream's Jefferies & Company Experience May 2006 - August 2006
Job Natural Gas Options Trader at Valkyrie Trading
Industry Financial Services
Experience
Valkyrie Trading August 2014 - Present
CorePower Yoga 2013 - 2014
TransMarket Group, L.L.C. January 2010 - June 2013
FTI Consulting July 2008 - January 2010
UBS Investment Bank July 2007 - June 2008
Jefferies & Company May 2006 - August 2006
Skills
Capital Markets, Interest Rate..., Financial Modeling, Bloomberg, Fixed Income, Derivatives, Options, Trading, Financial Analysis, Global Macro, Commodity, Financial Markets
Education
The University of Chicago 2014 — 2015
Master of Science (MS), Computer Science
University of Pennsylvania 2003 — 2007
Bachelor of Arts, Economics & Math
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science, Economics - Finance
Valkyrie Trading August 2014 - Present
CorePower Yoga 2013 - 2014
TransMarket Group, L.L.C. January 2010 - June 2013
FTI Consulting July 2008 - January 2010
UBS Investment Bank July 2007 - June 2008
Jefferies & Company May 2006 - August 2006
Skills
Capital Markets, Interest Rate..., Financial Modeling, Bloomberg, Fixed Income, Derivatives, Options, Trading, Financial Analysis, Global Macro, Commodity, Financial Markets
Education
The University of Chicago 2014 — 2015
Master of Science (MS), Computer Science
University of Pennsylvania 2003 — 2007
Bachelor of Arts, Economics & Math
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science, Economics - Finance
Jack Tate's Jefferies & Company Experience January 2004 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Jefferies & Company January 2004 - September 2008
Prudential Bache Securities Inc. 1989 - 2003
Thomson Mckinnon Securities Inc. 1974 - 1989
Education
University of Notre Dame 1960 — 1966
BA; MA, Political Science; Economics
Jefferies & Company January 2004 - September 2008
Prudential Bache Securities Inc. 1989 - 2003
Thomson Mckinnon Securities Inc. 1974 - 1989
Education
University of Notre Dame 1960 — 1966
BA; MA, Political Science; Economics
Christian Corin's Jefferies & Company Experience April 2006 - July 2007
Job Portland Hill Capital Management(GP) Limited
Industry Investment Management
Experience
Portland Hill Capital Management (GP) Ltd. May 2014 - Present
EMF Financial Products LLC August 2007 - June 2012
Jefferies & Company April 2006 - July 2007
DLJ/CSFB March 1995 - March 2006
Skills
Hedge Funds, Alternative Investments, Capital Markets, Equities, Asset Managment, Investments, Investment Banking, Portfolio Management, Due Diligence, M&A experience, Investor Relations, Start-ups, Fixed Income
Education
University of Massachusetts, Amherst 1977 — 1981
bss, marketing
Univ. of Massachusetts
Portland Hill Capital Management (GP) Ltd. May 2014 - Present
EMF Financial Products LLC August 2007 - June 2012
Jefferies & Company April 2006 - July 2007
DLJ/CSFB March 1995 - March 2006
Skills
Hedge Funds, Alternative Investments, Capital Markets, Equities, Asset Managment, Investments, Investment Banking, Portfolio Management, Due Diligence, M&A experience, Investor Relations, Start-ups, Fixed Income
Education
University of Massachusetts, Amherst 1977 — 1981
bss, marketing
Univ. of Massachusetts
David Gu's Jefferies & Company Experience July 2013 - Present
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2013 - Present
Wells Fargo Securities July 2010 - June 2013
McKinsey & Company September 2008 - April 2010
Skills
Business Development, Biotechnology, Due Diligence, Market Analysis, Management Consulting
Education
University of Michigan 2002 — 2008
Ph.D., Pharmaceutical Sciences
University of Illinois at Urbana-Champaign 1998 — 2002
B.S., Biochemistry
Jefferies & Company July 2013 - Present
Wells Fargo Securities July 2010 - June 2013
McKinsey & Company September 2008 - April 2010
Skills
Business Development, Biotechnology, Due Diligence, Market Analysis, Management Consulting
Education
University of Michigan 2002 — 2008
Ph.D., Pharmaceutical Sciences
University of Illinois at Urbana-Champaign 1998 — 2002
B.S., Biochemistry
David Donigian's Jefferies & Company Experience 2010 - May 2013
Job Finance and Technology
Industry Financial Services
Experience
Pine River Capital Management May 2013 - Present
Jefferies & Company 2010 - May 2013
Turtle Bay Capital, LLC 2008 - 2009
Lehman Brothers 2003 - 2008
Primex Trading, LLC 1999 - 2003
Goldman Sachs 1998 - 1999
Booz Allen Hamilton 1991 - 1997
Skills
Equities, Banking, Financial Analysis, Risk Management, Securities, Programming, Options, Derivatives, Swaps, Technology, C++, Java, C#, Messaging, Market Data
Education
University of Maryland Baltimore County 1986 — 1990
Bacholor of Science, Computer Science
Pine River Capital Management May 2013 - Present
Jefferies & Company 2010 - May 2013
Turtle Bay Capital, LLC 2008 - 2009
Lehman Brothers 2003 - 2008
Primex Trading, LLC 1999 - 2003
Goldman Sachs 1998 - 1999
Booz Allen Hamilton 1991 - 1997
Skills
Equities, Banking, Financial Analysis, Risk Management, Securities, Programming, Options, Derivatives, Swaps, Technology, C++, Java, C#, Messaging, Market Data
Education
University of Maryland Baltimore County 1986 — 1990
Bacholor of Science, Computer Science
Nick Semon's Jefferies & Company Experience June 2008 - January 2013
Job Recruiter at International Market Recruiters
Industry Financial Services
Experience
International Market Recruiters 2014 - Present
Bonds.com 2013 - 2014
Jefferies & Company June 2008 - January 2013
Skills
Fixed Income, Bloomberg, Bonds, Capital Markets, Series 7, Series 63, Relationship Management, Sales, Trading, Equities, Hedge Funds, FINRA, Derivatives, Securities, Investment Banking, Investments, Financial Markets
Education
University of Hartford 2004 — 2008
BS, Econ/finance
International Market Recruiters 2014 - Present
Bonds.com 2013 - 2014
Jefferies & Company June 2008 - January 2013
Skills
Fixed Income, Bloomberg, Bonds, Capital Markets, Series 7, Series 63, Relationship Management, Sales, Trading, Equities, Hedge Funds, FINRA, Derivatives, Securities, Investment Banking, Investments, Financial Markets
Education
University of Hartford 2004 — 2008
BS, Econ/finance
R. Michael Villarreal's Jefferies & Company Experience December 1997 - September 1999
Job Founder, Flite Banking Centers, LLC
Industry Financial Services
Experience
Flite Banking Centers March 2009 - Present
V. V. Swartz & Company, LLC March 2008 - March 2009
Morgan Keegan May 2006 - February 2008
Dennard Rupp Gray & Lascar, LLC June 2005 - June 2006
Safari Hardwoods, LLC November 2003 - June 2005
CIBC World Markets September 1999 - December 2002
Jefferies & Company December 1997 - September 1999
Dillon, Read & Company, Inc. March 1997 - December 1997
Jefferies & Company May 1994 - March 1997
Skills
Financial Modeling, Investor Relations, Valuation, Investment Banking, Equity Research, Energy, Project Finance, Capital Markets, Private Equity, Corporate Development, Venture Capital, Mergers & Acquisitions, Due Diligence, Financial Services
Education
University of Houston 1994 — 1996
BBA in Finance
Flite Banking Centers March 2009 - Present
V. V. Swartz & Company, LLC March 2008 - March 2009
Morgan Keegan May 2006 - February 2008
Dennard Rupp Gray & Lascar, LLC June 2005 - June 2006
Safari Hardwoods, LLC November 2003 - June 2005
CIBC World Markets September 1999 - December 2002
Jefferies & Company December 1997 - September 1999
Dillon, Read & Company, Inc. March 1997 - December 1997
Jefferies & Company May 1994 - March 1997
Skills
Financial Modeling, Investor Relations, Valuation, Investment Banking, Equity Research, Energy, Project Finance, Capital Markets, Private Equity, Corporate Development, Venture Capital, Mergers & Acquisitions, Due Diligence, Financial Services
Education
University of Houston 1994 — 1996
BBA in Finance
Ted Heilbron's Jefferies & Company Experience June 2010 - August 2010
Job Development Manager at Topgolf
Industry Real Estate
Experience
Topgolf November 2014 - Present
ARCO/Murray National Construction Company April 2013 - November 2014
Mizuho Securities USA Inc. June 2011 - August 2011
Jefferies & Company June 2010 - August 2010
Education
University of Notre Dame
Bachelor of Arts (B.A.), Economics
Topgolf November 2014 - Present
ARCO/Murray National Construction Company April 2013 - November 2014
Mizuho Securities USA Inc. June 2011 - August 2011
Jefferies & Company June 2010 - August 2010
Education
University of Notre Dame
Bachelor of Arts (B.A.), Economics
Adam Lamm's Jefferies & Company Experience July 2011 - December 2012
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
Golub Capital January 2013 - July 2015
Jefferies & Company July 2011 - December 2012
RBC Capital Markets June 2010 - August 2010
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Bloomberg, LBO, Mergers, Capital Markets, Equities, Private Equity, Investments, Economics, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2007 — 2011
B.S., Financial Mathematics, Economics
Golub Capital January 2013 - July 2015
Jefferies & Company July 2011 - December 2012
RBC Capital Markets June 2010 - August 2010
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Bloomberg, LBO, Mergers, Capital Markets, Equities, Private Equity, Investments, Economics, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2007 — 2011
B.S., Financial Mathematics, Economics
Dan Demasi's Jefferies & Company Experience July 2002 - April 2007
Job Franchise Owner at European Wax
Industry Investment Banking
Experience
European Wax Center May 2012 - Present
Bryan Garnier & Co March 2010 - October 2014
Oddo Securities October 2007 - October 2009
Jefferies & Company July 2002 - April 2007
ABN AMRO June 1998 - April 2002
Robb Peck McCooey 1995 - 1998
Cantor Fitzgerald 1994 - 1995
Prudential Securities 1992 - 1994
Skills
Trading, Equities, Equity Trading, Options, Bonds, Bloomberg, Fixed Income, Sales, Investment Banking, Series 63, Valuation, Marketing, Hedge Funds, Equity Research, Trading Systems, Series 7, Financial Markets, Equity Derivatives, Capital Markets, Derivatives
Education
University of Delaware 1984 — 1988
Consumer Economics / Business Admin
European Wax Center May 2012 - Present
Bryan Garnier & Co March 2010 - October 2014
Oddo Securities October 2007 - October 2009
Jefferies & Company July 2002 - April 2007
ABN AMRO June 1998 - April 2002
Robb Peck McCooey 1995 - 1998
Cantor Fitzgerald 1994 - 1995
Prudential Securities 1992 - 1994
Skills
Trading, Equities, Equity Trading, Options, Bonds, Bloomberg, Fixed Income, Sales, Investment Banking, Series 63, Valuation, Marketing, Hedge Funds, Equity Research, Trading Systems, Series 7, Financial Markets, Equity Derivatives, Capital Markets, Derivatives
Education
University of Delaware 1984 — 1988
Consumer Economics / Business Admin
Bruce Viergever's Jefferies & Company Experience April 2010 - January 2011
Job Chief Credit Officer at Realty Finance Trust
Industry Commercial Real Estate
Experience
Realty Finance Trust 2015 - Present
General Electric Capital 2011 - May 2015
Jefferies & Company April 2010 - January 2011
Centerline Capital Group June 2008 - January 2010
Nomura Securities April 2006 - June 2008
Nomura Securities April 2003 - April 2006
Nomura Securities March 2001 - April 2003
DLJ/Credit Suisse First Boston August 2000 - March 2001
General Electric Capital Corporation January 1997 - August 2000
The CapSource Company May 1994 - January 1997
Skills
Valuation, Underwriting, Structured Finance, CMBS, Real Estate, CDO, Loans, Credit, Portfolio Management, Asset Managment, Commercial Mortgages, Investments, Restructuring, Real Estate Transactions, Commercial Real Estate, Securitization, Financial Structuring, Disposition
Education
University of Denver 1996 — 2001
B.S., General Business
University of Denver 1992 — 1994
MIM, Real Estate Finance
Realty Finance Trust 2015 - Present
General Electric Capital 2011 - May 2015
Jefferies & Company April 2010 - January 2011
Centerline Capital Group June 2008 - January 2010
Nomura Securities April 2006 - June 2008
Nomura Securities April 2003 - April 2006
Nomura Securities March 2001 - April 2003
DLJ/Credit Suisse First Boston August 2000 - March 2001
General Electric Capital Corporation January 1997 - August 2000
The CapSource Company May 1994 - January 1997
Skills
Valuation, Underwriting, Structured Finance, CMBS, Real Estate, CDO, Loans, Credit, Portfolio Management, Asset Managment, Commercial Mortgages, Investments, Restructuring, Real Estate Transactions, Commercial Real Estate, Securitization, Financial Structuring, Disposition
Education
University of Denver 1996 — 2001
B.S., General Business
University of Denver 1992 — 1994
MIM, Real Estate Finance
Brad Jeddis's Jefferies & Company Experience June 2011 - August 2011
Job Markets Analyst at the Federal Reserve Bank of New York
Industry Capital Markets
Experience
Federal Reserve Bank of New York July 2014 - Present
Consumer Financial Protection Bureau July 2012 - July 2014
Compass DC January 2014 - June 2014
Jefferies & Company June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Finance, Valuation, Microsoft Office, Due Diligence, Data Analysis, PowerPoint, Corporate Finance, Economics, Analysis, Bloomberg, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance & Accounting
Federal Reserve Bank of New York July 2014 - Present
Consumer Financial Protection Bureau July 2012 - July 2014
Compass DC January 2014 - June 2014
Jefferies & Company June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Finance, Valuation, Microsoft Office, Due Diligence, Data Analysis, PowerPoint, Corporate Finance, Economics, Analysis, Bloomberg, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance & Accounting
Nathaniel Wong's Jefferies & Company Experience 2011 - 2011
Job Finance Associate at Sunrun
Industry Financial Services
Experience
Sunrun January 2014 - Present
Houlihan Lokey 2012 - 2014
Jefferies & Company 2011 - 2011
LeadAmerica - Global Business & Entrepreneurship Conference 2009 - 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Valuation, Corporate Finance, Investments, Data Analysis, Microsoft Word, Economics, Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BSBA, Business Administration - Finance
Sunrun January 2014 - Present
Houlihan Lokey 2012 - 2014
Jefferies & Company 2011 - 2011
LeadAmerica - Global Business & Entrepreneurship Conference 2009 - 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Valuation, Corporate Finance, Investments, Data Analysis, Microsoft Word, Economics, Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BSBA, Business Administration - Finance
Richard Cashman's Jefferies & Company Experience September 1986 - February 2007
Job Managing Director Institutional Equity Trading at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets April 2007 - February 2014
Jefferies & Company September 1986 - February 2007
Education
University of Central Florida
Business Administration and Management, General
RBC Capital Markets April 2007 - February 2014
Jefferies & Company September 1986 - February 2007
Education
University of Central Florida
Business Administration and Management, General
Gregg Combes's Jefferies & Company Experience 2005 - 2009
Job Director of Operations DCC at XPO Last Mile
Industry Transportation/Trucking/Railroad
Experience
XPO Last Mile July 2014 - Present
Atlantic Central September 2013 - Present
Allegiance Capital October 2009 - September 2013
Jefferies & Company 2005 - 2009
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Corporate Finance, Capital Markets, LBO, Mergers & Acquisitions, Due Diligence, Equities, Corporate Development, Financial Analysis, Venture Capital, Bloomberg, Hedge Funds, Investments, Fixed Income, Leveraged Finance, Portfolio Management, M&A experience, Project Management, Microsoft Office, Alternative Investments, Negotiation
Education
University of Michigan 2002 — 2005
Conant High School 1998 — 2002
XPO Last Mile July 2014 - Present
Atlantic Central September 2013 - Present
Allegiance Capital October 2009 - September 2013
Jefferies & Company 2005 - 2009
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Corporate Finance, Capital Markets, LBO, Mergers & Acquisitions, Due Diligence, Equities, Corporate Development, Financial Analysis, Venture Capital, Bloomberg, Hedge Funds, Investments, Fixed Income, Leveraged Finance, Portfolio Management, M&A experience, Project Management, Microsoft Office, Alternative Investments, Negotiation
Education
University of Michigan 2002 — 2005
Conant High School 1998 — 2002
Houri Karakouzian's Jefferies & Company Experience November 2010 - Present
Job Accounting Professional
Industry Accounting
Experience
Jefferies & Company November 2010 - Present
Children's Hospital Boston 2009 - 2010
Children's Hospital Boston June 2008 - June 2009
Education
University of Massachusetts Boston
Finance
Jefferies & Company November 2010 - Present
Children's Hospital Boston 2009 - 2010
Children's Hospital Boston June 2008 - June 2009
Education
University of Massachusetts Boston
Finance
Will Brugh's Jefferies & Company Experience 2008 - 2010
Job Partner at ServiceAll
Industry Construction
Experience
ServiceAll 2013 - Present
January Partners 2013 - 2013
Pamlico Capital 2010 - 2012
Jefferies & Company 2008 - 2010
Wachovia Securities 2007 - 2007
Skills
Equities, Business Strategy, M&A experience, Start-ups, Entrepreneurship, Alternative Investments, Leveraged Finance, Business Valuation, Private Placements, Strategic Planning
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (BS), Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration
ServiceAll 2013 - Present
January Partners 2013 - 2013
Pamlico Capital 2010 - 2012
Jefferies & Company 2008 - 2010
Wachovia Securities 2007 - 2007
Skills
Equities, Business Strategy, M&A experience, Start-ups, Entrepreneurship, Alternative Investments, Leveraged Finance, Business Valuation, Private Placements, Strategic Planning
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (BS), Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration
Vineet Hemdev's Jefferies & Company Experience 2004 - 2005
Job
Industry Financial Services
Experience
FrontPoint Partners (Morgan Stanley Investment Management) 2008 - 2011
DB Zwirn & Co 2005 - 2008
Jefferies & Company 2004 - 2005
Columbia Management Group 2002 - 2004
Education
University of Michigan
FrontPoint Partners (Morgan Stanley Investment Management) 2008 - 2011
DB Zwirn & Co 2005 - 2008
Jefferies & Company 2004 - 2005
Columbia Management Group 2002 - 2004
Education
University of Michigan
Josh Horowitz's Jefferies & Company Experience April 2010 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company April 2010 - Present
Skills
Equities, Capital Markets, Bloomberg, Series 7, Electronic Trading, Trading Systems, Trading, Equity Trading, Valuation, Series 63, Options, Derivatives, Mergers, ETFs, Special Situations, Equity Valuation, Hedge Funds
Education
University of Michigan 1996 — 2000
Jefferies & Company April 2010 - Present
Skills
Equities, Capital Markets, Bloomberg, Series 7, Electronic Trading, Trading Systems, Trading, Equity Trading, Valuation, Series 63, Options, Derivatives, Mergers, ETFs, Special Situations, Equity Valuation, Hedge Funds
Education
University of Michigan 1996 — 2000
Alex Bondroff's Jefferies & Company Experience June 2011 - August 2011
Job Associate Investment Banking at Sandler O'Neill & Partners
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. June 2015 - Present
Boenning & Scattergood, Inc. January 2015 - May 2015
Boenning & Scattergood, Inc. May 2012 - December 2014
University of Delaware December 2009 - May 2012
Jefferies & Company June 2011 - August 2011
Skills
Valuation, Bloomberg Terminal, Financial Modeling, Capital IQ, SNL, Series 79, Series 63
Education
University of Delaware 2008 — 2012
B.S., Finance
University of Delaware - Lerner College of Business and Economics 2008 — 2012
B.S., Finance
Montville Township High School
Sandler O'Neill & Partners, L.P. June 2015 - Present
Boenning & Scattergood, Inc. January 2015 - May 2015
Boenning & Scattergood, Inc. May 2012 - December 2014
University of Delaware December 2009 - May 2012
Jefferies & Company June 2011 - August 2011
Skills
Valuation, Bloomberg Terminal, Financial Modeling, Capital IQ, SNL, Series 79, Series 63
Education
University of Delaware 2008 — 2012
B.S., Finance
University of Delaware - Lerner College of Business and Economics 2008 — 2012
B.S., Finance
Montville Township High School
Bill Kimball's Jefferies & Company Experience 2002 - 2004
Job Director at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2011 - Present
Sterne Agee 2006 - 2011
Raymond James Financial Inc. 2004 - 2006
Jefferies & Company 2002 - 2004
Fidelity Capital Markets 1998 - 2002
Hoeing & Associates 1996 - 1998
Smith Barney 1993 - 1995
Lynch Murphy Walsh ( Codman Co) Real Estate 1987 - 1993
Spaulding & Slye Colliers 1981 - 1986
Xerox 1978 - 1981
Education
Tabor Academy
High School
University of New Hampshire
BS, Business - Whittemore School of Business
Janney Montgomery Scott 2011 - Present
Sterne Agee 2006 - 2011
Raymond James Financial Inc. 2004 - 2006
Jefferies & Company 2002 - 2004
Fidelity Capital Markets 1998 - 2002
Hoeing & Associates 1996 - 1998
Smith Barney 1993 - 1995
Lynch Murphy Walsh ( Codman Co) Real Estate 1987 - 1993
Spaulding & Slye Colliers 1981 - 1986
Xerox 1978 - 1981
Education
Tabor Academy
High School
University of New Hampshire
BS, Business - Whittemore School of Business
John Kasselakis's Jefferies & Company Experience 2006 - 2012
Job Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company April 2012 - Present
Jefferies & Company 2006 - 2012
Citi April 2000 - May 2006
Arb Oil January 1999 - April 2000
Skills
Capital Markets, Trading
Education
University of Massachusetts, Amherst 1994 — 1998
BS, Economics
Cowen and Company April 2012 - Present
Jefferies & Company 2006 - 2012
Citi April 2000 - May 2006
Arb Oil January 1999 - April 2000
Skills
Capital Markets, Trading
Education
University of Massachusetts, Amherst 1994 — 1998
BS, Economics
Gary Nuschler, Jr.'s Jefferies & Company Experience June 2006 - October 2008
Job VP Finance
Industry Oil & Energy
Experience
Lonestar Resources, Inc. January 2012 - April 2012
Sunrise Securities January 2009 - December 2011
Jefferies & Company June 2006 - October 2008
Sanders Morris Harris June 2001 - May 2006
Skills
Due Diligence, Corporate Finance, Valuation, Portfolio Management, Mergers & Acquisitions, Equities, Financial Modeling, Equity Research, Investment Banking
Education
University of New Orleans 1995 — 1999
Bachelor's degree, Finance, General, 3.5
Lonestar Resources, Inc. January 2012 - April 2012
Sunrise Securities January 2009 - December 2011
Jefferies & Company June 2006 - October 2008
Sanders Morris Harris June 2001 - May 2006
Skills
Due Diligence, Corporate Finance, Valuation, Portfolio Management, Mergers & Acquisitions, Equities, Financial Modeling, Equity Research, Investment Banking
Education
University of New Orleans 1995 — 1999
Bachelor's degree, Finance, General, 3.5
Ken Kauftheil's Jefferies & Company Experience July 2005 - Present
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2005 - Present
Piper Jaffray November 1999 - July 2005
Bear Stearns March 1990 - November 1999
Skills
Securities, Equities, Fixed Income, Investment Banking, Leveraged Finance, Commodity, Capital Markets, Valuation, Bloomberg, Investments, Equity Research, Alternative Investments
Education
USC 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Finance, Real Estate
UCSB 1974 — 1978
Bachelor of Arts (BA), Business/Managerial Economics
Jefferies & Company July 2005 - Present
Piper Jaffray November 1999 - July 2005
Bear Stearns March 1990 - November 1999
Skills
Securities, Equities, Fixed Income, Investment Banking, Leveraged Finance, Commodity, Capital Markets, Valuation, Bloomberg, Investments, Equity Research, Alternative Investments
Education
USC 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Finance, Real Estate
UCSB 1974 — 1978
Bachelor of Arts (BA), Business/Managerial Economics
Marc DeFife's Jefferies & Company Experience 2009 - 2015
Job President at Hunt Financial Securities
Industry Investment Management
Experience
Hunt Companies 2015 - Present
Jefferies & Company 2009 - 2015
Lehman Brothers 2000 - 2008
Education
University of Notre Dame
Hunt Companies 2015 - Present
Jefferies & Company 2009 - 2015
Lehman Brothers 2000 - 2008
Education
University of Notre Dame
Amy Larke's Jefferies & Company Experience August 2007 - February 2012
Job Trader at Light Street Capital
Industry Investment Management
Experience
Light Street Capital July 2014 - Present
Morgan Stanley March 2012 - July 2014
Jefferies & Company August 2007 - February 2012
Skills
Equity Derivatives, Valuation, Derivatives, Equities, Fixed Income, Bloomberg, Hedge Funds, Asset Management, Hedging, Due Diligence, Investments, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (BS)
Light Street Capital July 2014 - Present
Morgan Stanley March 2012 - July 2014
Jefferies & Company August 2007 - February 2012
Skills
Equity Derivatives, Valuation, Derivatives, Equities, Fixed Income, Bloomberg, Hedge Funds, Asset Management, Hedging, Due Diligence, Investments, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (BS)
Neil Higgins's Jefferies & Company Experience September 2007 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company September 2007 - Present
Piper Jaffray 2005 - 2007
Bank of America 2000 - 2005
Education
University of Virginia 1991 — 1994
Doctor of Law (JD)
University of Notre Dame 1987 — 1991
Bachelor of Science (BS), Political Science and Government
Jefferies & Company September 2007 - Present
Piper Jaffray 2005 - 2007
Bank of America 2000 - 2005
Education
University of Virginia 1991 — 1994
Doctor of Law (JD)
University of Notre Dame 1987 — 1991
Bachelor of Science (BS), Political Science and Government
Jon Kosiek's Jefferies & Company Experience 2008 - 2012
Job GS1 Analyst
Industry Food Production
Experience
ARYZTA LLC June 2014 - Present
Jefferies & Company 2008 - 2012
Inlander Brothers August 2005 - December 2008
Skills
MS Office Software, Great capacity to learn..., PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Supply Chain, Management, Inventory Management, Outlook, Purchasing, Research, Negotiation, New Business Development, Forecasting, Pricing, Manufacturing, Accounting, Sales, Supply Chain Management, Team Building, Logistics
Education
University of Illinois at Chicago 2002 — 2004
BS, Finance, General, 4.95/5
ARYZTA LLC June 2014 - Present
Jefferies & Company 2008 - 2012
Inlander Brothers August 2005 - December 2008
Skills
MS Office Software, Great capacity to learn..., PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Supply Chain, Management, Inventory Management, Outlook, Purchasing, Research, Negotiation, New Business Development, Forecasting, Pricing, Manufacturing, Accounting, Sales, Supply Chain Management, Team Building, Logistics
Education
University of Illinois at Chicago 2002 — 2004
BS, Finance, General, 4.95/5
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS