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
Kieran Schultz Kieran Schultz's Jefferies & Company Experience January 2002 - May 2006
Job Vice President, Human Resources at Prudential
Industry Financial Services
Experience
Prudential Financial May 2006 - Present
Jefferies & Company January 2002 - May 2006
Morgan Stanley November 1996 - December 2001
Education
University of Scranton 1992 — 1996
BA, Communication
Prudential Financial May 2006 - Present
Jefferies & Company January 2002 - May 2006
Morgan Stanley November 1996 - December 2001
Education
University of Scranton 1992 — 1996
BA, Communication
Serge Morrell Serge Morrell's Jefferies & Company Experience March 2011 - March 2012
Job Research Analyst at Firebird Management
Industry Investment Management
Experience
Firebird Management LLC March 2012 - Present
Avax-Technologies September 2013 - Present
Jefferies & Company March 2011 - March 2012
Credit Suisse June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S., Huntsman Program (Finance, International Studies)
Stuyvesant High School 2002 — 2006
Firebird Management LLC March 2012 - Present
Avax-Technologies September 2013 - Present
Jefferies & Company March 2011 - March 2012
Credit Suisse June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S., Huntsman Program (Finance, International Studies)
Stuyvesant High School 2002 — 2006
Garrett Zwahlen Garrett Zwahlen's Jefferies & Company Experience May 2012 - August 2012
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2014 - Present
The Blackstone Group June 2013 - August 2013
Jefferies & Company May 2012 - August 2012
Devon Energy December 2011 - January 2012
Chesapeake Energy May 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S.E., Finance
University of Pennsylvania 2010 — 2014
B.S.E., Mechanical Engineering
Casady School 2006 — 2010
The Blackstone Group June 2014 - Present
The Blackstone Group June 2013 - August 2013
Jefferies & Company May 2012 - August 2012
Devon Energy December 2011 - January 2012
Chesapeake Energy May 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S.E., Finance
University of Pennsylvania 2010 — 2014
B.S.E., Mechanical Engineering
Casady School 2006 — 2010
Barbara Seaman Barbara Seaman's Jefferies & Company Experience August 2013 - Present
Job Campus Recruiter at Jefferies & Company
Industry Human Resources
Experience
Jefferies & Company August 2013 - Present
Onward Search October 2012 - July 2013
Pierpont Securities August 2010 - October 2012
JPMorgan Chase June 2009 - August 2009
Education
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science (BS), Marketing
Roland Park Country School 2002 — 2006
Jefferies & Company August 2013 - Present
Onward Search October 2012 - July 2013
Pierpont Securities August 2010 - October 2012
JPMorgan Chase June 2009 - August 2009
Education
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science (BS), Marketing
Roland Park Country School 2002 — 2006
Beth Starr Beth Starr's Jefferies & Company Experience December 2008 - January 2012
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company December 2008 - January 2012
Lehman Brothers June 1991 - October 2008
Merrill Lynch 1987 - 1991
Skills
Structured Finance, MBS, ABS, Derivatives, Credit, Capital Markets, Financial Structuring, Alternative Investments, Bloomberg, Fixed Income, Hedge Funds, Management, Bonds, Structured Products, Product Management, Prime Brokerage, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Finance & Political Science
Jefferies & Company December 2008 - January 2012
Lehman Brothers June 1991 - October 2008
Merrill Lynch 1987 - 1991
Skills
Structured Finance, MBS, ABS, Derivatives, Credit, Capital Markets, Financial Structuring, Alternative Investments, Bloomberg, Fixed Income, Hedge Funds, Management, Bonds, Structured Products, Product Management, Prime Brokerage, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Finance & Political Science
Jerry Levin's Jefferies & Company Experience January 2006 - April 2009
Job CEO & Founder of Naomi Road Capital Advisors
Industry Investment Banking
Experience
Naomi Road Capital Advisors July 2009 - Present
Jefferies & Company January 2006 - April 2009
PRS Group January 2002 - July 2005
Bear Stearns July 2000 - November 2001
Jefferies & Company July 1998 - June 2000
Skills
Investment Banking, Valuation, Equities, Hedge Funds, Financial Modeling, Capital Markets, Mergers, Corporate Finance, Due Diligence, Alternative Investments, Private Placements, LBO, Capital Raising, Investments, Corporate Development, Asset Managment, Fixed Income, Business Development, Portfolio Management, Restructuring, Start-ups, Mergers & Acquisitions, Asset Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS, Finance, Accounting
Ocean Twp High School 1990 — 1994
Naomi Road Capital Advisors July 2009 - Present
Jefferies & Company January 2006 - April 2009
PRS Group January 2002 - July 2005
Bear Stearns July 2000 - November 2001
Jefferies & Company July 1998 - June 2000
Skills
Investment Banking, Valuation, Equities, Hedge Funds, Financial Modeling, Capital Markets, Mergers, Corporate Finance, Due Diligence, Alternative Investments, Private Placements, LBO, Capital Raising, Investments, Corporate Development, Asset Managment, Fixed Income, Business Development, Portfolio Management, Restructuring, Start-ups, Mergers & Acquisitions, Asset Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS, Finance, Accounting
Ocean Twp High School 1990 — 1994
Julie Becker Julie Becker's Jefferies & Company Experience July 2012 - December 2014
Job Associate at Jefferies
Industry Financial Services
Experience
Jefferies LLC December 2014 - Present
Jefferies & Company July 2012 - December 2014
Jefferies & Company June 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Education
University of Pennsylvania 2008 — 2012
B.A., Political Science
Jefferies LLC December 2014 - Present
Jefferies & Company July 2012 - December 2014
Jefferies & Company June 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Education
University of Pennsylvania 2008 — 2012
B.A., Political Science
David Willett David Willett's Jefferies & Company Experience August 2002 - July 2005
Job Director of Acquisitions at CNL Commercial Real Estate
Industry Commercial Real Estate
Experience
CNL Commercial Real Estate February 2014 - Present
JWR Realty LLC February 2014 - Present
New Boston Fund July 2007 - February 2014
New Boston Fund July 2007 - January 2009
New Boston Fund June 2006 - August 2006
Jefferies & Company August 2002 - July 2005
Robertson Stephens June 1999 - June 2002
Skills
Financial Modeling, Mergers, Joint Ventures, Contract Negotiation, Investment Banking, Asset Managment, Real Estate Economics, Mergers & Acquisitions, Real Estate Private..., Real Estate Finance, Real Estate Development, Due Diligence, Distressed Property, Distressed Debt, Investment Properties, Private Equity, Real Estate Negotiating, Transaction Origination, Asset Management, Private Equity Funding, Alternative Investments, Capital Raising, Acquisitions, Investment Strategies, Valuation
Education
University of Pennsylvania - The Wharton School 2005 — 2007
M.B.A., Real Estate; Entrepreneurial Management
Williams College 1995 — 1999
BA, Economics
The Lawrenceville School 1992 — 1995
New Canaan Country School 1987 — 1992
CNL Commercial Real Estate February 2014 - Present
JWR Realty LLC February 2014 - Present
New Boston Fund July 2007 - February 2014
New Boston Fund July 2007 - January 2009
New Boston Fund June 2006 - August 2006
Jefferies & Company August 2002 - July 2005
Robertson Stephens June 1999 - June 2002
Skills
Financial Modeling, Mergers, Joint Ventures, Contract Negotiation, Investment Banking, Asset Managment, Real Estate Economics, Mergers & Acquisitions, Real Estate Private..., Real Estate Finance, Real Estate Development, Due Diligence, Distressed Property, Distressed Debt, Investment Properties, Private Equity, Real Estate Negotiating, Transaction Origination, Asset Management, Private Equity Funding, Alternative Investments, Capital Raising, Acquisitions, Investment Strategies, Valuation
Education
University of Pennsylvania - The Wharton School 2005 — 2007
M.B.A., Real Estate; Entrepreneurial Management
Williams College 1995 — 1999
BA, Economics
The Lawrenceville School 1992 — 1995
New Canaan Country School 1987 — 1992
Jerry Inman's Jefferies & Company Experience 1997 - 2003
Job Internal Regional Director NC,SC, WV at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2014 - Present
LPL Financial April 2005 - July 2014
Jefferies & Company 1997 - 2003
Bank of America Private Bank - PCG 1996 - 1997
Olde Discount Stockbrokers 1994 - 1996
Skills
Direct Sales, Fixed Income, Trust Services, Financial Markets, Series 7, Series 63, series 55, Equity Trading, Fixed Income Analysis, Capital Markets, Trading, Proprietary Trading, Bond Markets, Private Banking, Trading Strategies, Asset Management, Portfolio Management, FINRA, Options, Derivatives, Securities, Alternative Investments, Equities, Finance, Investments, ETFs, Trading Systems
Education
University of South Carolina-Columbia 1989 — 1993
Bachelor of Science (B.S.), Darla Moore School of Business - Marketing
LPL Financial July 2014 - Present
LPL Financial April 2005 - July 2014
Jefferies & Company 1997 - 2003
Bank of America Private Bank - PCG 1996 - 1997
Olde Discount Stockbrokers 1994 - 1996
Skills
Direct Sales, Fixed Income, Trust Services, Financial Markets, Series 7, Series 63, series 55, Equity Trading, Fixed Income Analysis, Capital Markets, Trading, Proprietary Trading, Bond Markets, Private Banking, Trading Strategies, Asset Management, Portfolio Management, FINRA, Options, Derivatives, Securities, Alternative Investments, Equities, Finance, Investments, ETFs, Trading Systems
Education
University of South Carolina-Columbia 1989 — 1993
Bachelor of Science (B.S.), Darla Moore School of Business - Marketing
Karamvir Gosal Karamvir Gosal's Jefferies & Company Experience 2008 - 2011
Job Managing Member
Industry Financial Services
Experience
Valores Capital Partners LLC 2012 - Present
Jefferies & Company 2008 - 2011
Credit Suisse 2007 - 2008
Putnam Lovell 2000 - 2007
Barra Strategic Consulting Group (predecessor entity to Casey, Quirk & Associates) 1997 - 2000
Skills
Asset Management, M&A experience, Management Consulting, Hedge Funds, Real Estate, Broker-Dealer, Investment Banking, Private Equity, Capital Markets, Valuation, Equities, Corporate Finance, Financial Modeling, Mergers, Investments
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1995 — 1997
MBA, Finance & Accounting
Sri Ram College of Commerce 1991 — 1994
B.Com (Honors), Business & Commerce
Sherwood College 1985 — 1991
ISC, High School
Valores Capital Partners LLC 2012 - Present
Jefferies & Company 2008 - 2011
Credit Suisse 2007 - 2008
Putnam Lovell 2000 - 2007
Barra Strategic Consulting Group (predecessor entity to Casey, Quirk & Associates) 1997 - 2000
Skills
Asset Management, M&A experience, Management Consulting, Hedge Funds, Real Estate, Broker-Dealer, Investment Banking, Private Equity, Capital Markets, Valuation, Equities, Corporate Finance, Financial Modeling, Mergers, Investments
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1995 — 1997
MBA, Finance & Accounting
Sri Ram College of Commerce 1991 — 1994
B.Com (Honors), Business & Commerce
Sherwood College 1985 — 1991
ISC, High School
Chris M. Schrobilgen Chris M. Schrobilgen's Jefferies & Company Experience 1984 - 1989
Job Consultant
Industry Investment Management
Experience
Business Consultant June 2015 - Present
Neosho Capital LLC March 2014 - June 2015
DLK Investments July 2012 - November 2013
Messner & Smith Investment Management October 2007 - July 2012
NAVELLIER AND ASSOCIATES September 1994 - April 2003
Jefferies & Company 1984 - 1989
Various September 1972 - September 1984
Skills
Wealth Management, Investments, Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Leadership, Series 7, Equities, Asset Management, Management, Securities, Sales, Private Equity, ETFs, Asset Managment, Portfolio Management, Marketing, Strategic Financial..., Retirement Planning, Investment Management..., Client Services, Superior Client Service, New Business Development
Education
University of Southern California 1967 — 1971
Bachelor of Science (B.S.), Management
Business Consultant June 2015 - Present
Neosho Capital LLC March 2014 - June 2015
DLK Investments July 2012 - November 2013
Messner & Smith Investment Management October 2007 - July 2012
NAVELLIER AND ASSOCIATES September 1994 - April 2003
Jefferies & Company 1984 - 1989
Various September 1972 - September 1984
Skills
Wealth Management, Investments, Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Leadership, Series 7, Equities, Asset Management, Management, Securities, Sales, Private Equity, ETFs, Asset Managment, Portfolio Management, Marketing, Strategic Financial..., Retirement Planning, Investment Management..., Client Services, Superior Client Service, New Business Development
Education
University of Southern California 1967 — 1971
Bachelor of Science (B.S.), Management
Dennis Turnbough's Jefferies & Company Experience June 1990 - Present
Job Systems Administrator at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 1990 - Present
Skills
Sybase, Windows, Unix Administration, Data Center, Unix, Windows Server, Active Directory, VMware, Servers, Windows 7, Virtualization, Disaster Recovery, System Deployment, Windows XP, IT Strategy, Microsoft Exchange, Blackberry Enterprise..., Investment Banking, Project Management, Vendor Management, Equities
Education
University of Phoenix
BS Business Information Systems, Computer Sciences, Information Systems
Jefferies & Company June 1990 - Present
Skills
Sybase, Windows, Unix Administration, Data Center, Unix, Windows Server, Active Directory, VMware, Servers, Windows 7, Virtualization, Disaster Recovery, System Deployment, Windows XP, IT Strategy, Microsoft Exchange, Blackberry Enterprise..., Investment Banking, Project Management, Vendor Management, Equities
Education
University of Phoenix
BS Business Information Systems, Computer Sciences, Information Systems
Grant Simpson's Jefferies & Company Experience 1999 - 2012
Job
Industry Real Estate
Experience
Jefferies & Company 1999 - 2012
Education
University of Pennsylvania - The Wharton School 1995 — 1999
B.S. Economics
Liberty High School 1991 — 1995
Jefferies & Company 1999 - 2012
Education
University of Pennsylvania - The Wharton School 1995 — 1999
B.S. Economics
Liberty High School 1991 — 1995
Lyndsey Bunting Lyndsey Bunting's Jefferies & Company Experience 2007 - 2010
Job Senior Financial Analyst at Birchbox
Industry Consumer Goods
Experience
Birchbox 2013 - Present
Peace Corps 2010 - 2012
Jefferies & Company 2007 - 2010
The Wharton School, Accounting Department 2006 - 2007
The Wharton School, Management Department 2006 - 2007
Education
Wharton School, University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Birchbox 2013 - Present
Peace Corps 2010 - 2012
Jefferies & Company 2007 - 2010
The Wharton School, Accounting Department 2006 - 2007
The Wharton School, Management Department 2006 - 2007
Education
Wharton School, University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Samantha Luther's Jefferies & Company Experience July 2013 - Present
Job Administrative Assistant at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2013 - Present
Athletic Standard Inc January 2012 - June 2013
Rugby Football Union 2007 - 2012
Salve Regina University September 2011 - December 2011
University of Rhode Island September 2007 - December 2011
Aunt Carrie's Restaurant March 2010 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Strength Training, Athletics, Customer Service, Fitness, Social Media, Cpr Certified, Sports, Sports Management, Fitness Training, Nutrition, Wellness, AED, Teaching, First Aid, Research, Health Promotion, Operant Conditioning, Health Education, Athletic Training, Strength & Conditioning, Exercise Physiology, Sports Nutrition, Coaching
Education
University of Rhode Island 2007 — 2011
B.S., Kinesiology
Jefferies & Company July 2013 - Present
Athletic Standard Inc January 2012 - June 2013
Rugby Football Union 2007 - 2012
Salve Regina University September 2011 - December 2011
University of Rhode Island September 2007 - December 2011
Aunt Carrie's Restaurant March 2010 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Strength Training, Athletics, Customer Service, Fitness, Social Media, Cpr Certified, Sports, Sports Management, Fitness Training, Nutrition, Wellness, AED, Teaching, First Aid, Research, Health Promotion, Operant Conditioning, Health Education, Athletic Training, Strength & Conditioning, Exercise Physiology, Sports Nutrition, Coaching
Education
University of Rhode Island 2007 — 2011
B.S., Kinesiology
Nate Powers Nate Powers's Jefferies & Company Experience July 2011 - December 2012
Job Analyst at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management December 2012 - Present
Jefferies & Company July 2011 - December 2012
National Football League June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science, Finance
Hamilton Southeastern High School 2004 — 2007
Point72 Asset Management December 2012 - Present
Jefferies & Company July 2011 - December 2012
National Football League June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science, Finance
Hamilton Southeastern High School 2004 — 2007
Raphael Goodman Raphael Goodman's Jefferies & Company Experience August 1997 - Present
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company August 1997 - Present
Lawrence Helfant 1997 - 2003
Titan Value Equities December 1994 - March 1996
Interplay Entertainment 1993 - 1993
Reynolds, Kendrick, Stratton, Inc. October 1992 - December 1992
Skills
Equities, Fixed Income, Securities, Electronic Trading, Trading, Options, Private Equity, Trading Systems, Series 24, FINRA, Financial Markets
Education
University of Southern California 1987 — 1991
BS, Business - Finance
Jefferies & Company August 1997 - Present
Lawrence Helfant 1997 - 2003
Titan Value Equities December 1994 - March 1996
Interplay Entertainment 1993 - 1993
Reynolds, Kendrick, Stratton, Inc. October 1992 - December 1992
Skills
Equities, Fixed Income, Securities, Electronic Trading, Trading, Options, Private Equity, Trading Systems, Series 24, FINRA, Financial Markets
Education
University of Southern California 1987 — 1991
BS, Business - Finance
Larry Scarpa Larry Scarpa's Jefferies & Company Experience January 2006 - March 2008
Job Operations Manager
Industry Financial Services
Experience
MLV September 2013 - Present
KLR Group July 2012 - February 2013
Scarpa Consulting LLC September 2012 - December 2012
Rodman & Renshaw January 2010 - August 2012
ICM Capital Markets, LLC July 2009 - January 2010
iInvest Global Holding Ltd. April 2008 - December 2008
Jefferies & Company January 2006 - March 2008
Sourced Solutions Group 2008 - 2008
Jefferies & Company January 2004 - January 2006
Jefferies & Company September 2001 - January 2004
Skills
Back Office, Securities, Equities, Trading, Strategic Planning, Financial Services, Trading Systems, Management, Middle Office, Electronic Trading, Options, Start-ups, Managerial Finance, Settlement, Banking, Finance, Customer Service, Leadership, Operational Planning, Capital Markets, Financial Markets, Market Data, Equity Trading, Hedge Funds, FINRA, Series 7, Investment Banking, Bloomberg, Prime Brokerage, Series 63, IT Strategy, Operations Management, IT Management, Series 24, Business Analysis, Alternative Investments, Portfolio Management, Asset Management, Derivatives, Fixed Income
Education
University of Phoenix 2009 — 2012
Business
MLV September 2013 - Present
KLR Group July 2012 - February 2013
Scarpa Consulting LLC September 2012 - December 2012
Rodman & Renshaw January 2010 - August 2012
ICM Capital Markets, LLC July 2009 - January 2010
iInvest Global Holding Ltd. April 2008 - December 2008
Jefferies & Company January 2006 - March 2008
Sourced Solutions Group 2008 - 2008
Jefferies & Company January 2004 - January 2006
Jefferies & Company September 2001 - January 2004
Skills
Back Office, Securities, Equities, Trading, Strategic Planning, Financial Services, Trading Systems, Management, Middle Office, Electronic Trading, Options, Start-ups, Managerial Finance, Settlement, Banking, Finance, Customer Service, Leadership, Operational Planning, Capital Markets, Financial Markets, Market Data, Equity Trading, Hedge Funds, FINRA, Series 7, Investment Banking, Bloomberg, Prime Brokerage, Series 63, IT Strategy, Operations Management, IT Management, Series 24, Business Analysis, Alternative Investments, Portfolio Management, Asset Management, Derivatives, Fixed Income
Education
University of Phoenix 2009 — 2012
Business
Vincent Cebula Vincent Cebula's Jefferies & Company Experience November 2007 - July 2012
Job Managing Partner
Industry Investment Management
Experience
Solace Capital Partners, LLC July 2013 - Present
Centerbridge Partners November 2012 - Present
Jefferies & Company November 2007 - July 2012
Oaktree Capital Management April 1994 - October 2007
Brooke Group Ltd. March 1990 - September 1993
Drexel Burnham Lambert January 1986 - February 1990
Skills
Private Equity, Distressed Debt, Corporate Governance, Investment Banking, Transportation, Energy, Aircraft Leasing, Portfolio Management, Business Strategy, Aerospace Industries, Capital Markets, Board of Director...
Education
Wharton School, University of Pennsylvania 1982 — 1985
Bachelor of Science Economics, Finance, Decision Sciences, Summa Cum Laude
Moorestown Friends School 1977 — 1982
Solace Capital Partners, LLC July 2013 - Present
Centerbridge Partners November 2012 - Present
Jefferies & Company November 2007 - July 2012
Oaktree Capital Management April 1994 - October 2007
Brooke Group Ltd. March 1990 - September 1993
Drexel Burnham Lambert January 1986 - February 1990
Skills
Private Equity, Distressed Debt, Corporate Governance, Investment Banking, Transportation, Energy, Aircraft Leasing, Portfolio Management, Business Strategy, Aerospace Industries, Capital Markets, Board of Director...
Education
Wharton School, University of Pennsylvania 1982 — 1985
Bachelor of Science Economics, Finance, Decision Sciences, Summa Cum Laude
Moorestown Friends School 1977 — 1982
Lisa Taormina Lisa Taormina's Jefferies & Company Experience June 2011 - November 2011
Job Marketing, Communications, and Business Development Coordinator at GroupM
Industry Marketing and Advertising
Experience
GroupM January 2015 - Present
GroupM June 2013 - January 2015
NBCUniversal, Inc. November 2011 - November 2012
Jefferies & Company June 2011 - November 2011
NBC Universal June 2010 - August 2010
Skills
Social Media, Social Networking, Advertising, Facebook, Microsoft Office, PowerPoint, Event Planning, Coordinating Events, Newsletters, Microsoft Excel, Microsoft Word, Outlook, WordPress, Social Media Marketing, Blogging, Public Speaking, Inventory Management, Photoshop, Brand Management
Education
University of Scranton 2007 — 2011
Communications, Advertising and Public Relations
Loyola University Chicago, John Felice Rome Center 2010 — 2010
GroupM January 2015 - Present
GroupM June 2013 - January 2015
NBCUniversal, Inc. November 2011 - November 2012
Jefferies & Company June 2011 - November 2011
NBC Universal June 2010 - August 2010
Skills
Social Media, Social Networking, Advertising, Facebook, Microsoft Office, PowerPoint, Event Planning, Coordinating Events, Newsletters, Microsoft Excel, Microsoft Word, Outlook, WordPress, Social Media Marketing, Blogging, Public Speaking, Inventory Management, Photoshop, Brand Management
Education
University of Scranton 2007 — 2011
Communications, Advertising and Public Relations
Loyola University Chicago, John Felice Rome Center 2010 — 2010
Meredith Schimelpfenig's Jefferies & Company Experience September 2009 - June 2012
Job Director of First Impressions, Fire Protection Division at Industrial Piping, Inc.
Industry Banking
Experience
Industrial Piping, Inc. 2014 - Present
System Search, Ins. January 2014 - July 2014
System Search, Ins. October 2013 - January 2014
York Technical College 2014 - 2014
historical windows of new york February 2013 - September 2013
Liberty Electrical Construction June 2012 - November 2012
Jefferies & Company September 2009 - June 2012
University of Scranton 2009 - 2009
Skills
Outlook, Administrative..., Microsoft Excel, Expense Management, Lotus Notes, Office Management, PowerPoint, Settlement, Microsoft Office, Spreadsheets, Microsoft Word, Payroll, Administrative...
Education
University of Scranton 2005 — 2009
Bachelor of Arts (B.A.), History
Industrial Piping, Inc. 2014 - Present
System Search, Ins. January 2014 - July 2014
System Search, Ins. October 2013 - January 2014
York Technical College 2014 - 2014
historical windows of new york February 2013 - September 2013
Liberty Electrical Construction June 2012 - November 2012
Jefferies & Company September 2009 - June 2012
University of Scranton 2009 - 2009
Skills
Outlook, Administrative..., Microsoft Excel, Expense Management, Lotus Notes, Office Management, PowerPoint, Settlement, Microsoft Office, Spreadsheets, Microsoft Word, Payroll, Administrative...
Education
University of Scranton 2005 — 2009
Bachelor of Arts (B.A.), History
Adarsh Shah Adarsh Shah's Jefferies & Company Experience June 2012 - April 2014
Job Senior Consultant at ThoughtWorks
Industry Financial Services
Experience
ThoughtWorks April 2014 - Present
Jefferies & Company June 2012 - April 2014
Ipreo November 2006 - May 2012
Synechron December 2005 - November 2006
Lelesys Infotech Pvt Ltd August 2004 - November 2005
Freelance August 2003 - July 2004
Skills
ASP.NET, Microsoft SQL Server, Design Patterns, Scrum, SQL, Visual Studio, WCF, Test Driven Development, XML, SOA, OOP, Database Design, NUnit, TFS, SOAP, Agile Methodologies, Web Services, LINQ, IIS, Silverlight, Enterprise Software, Unix, MS Project, Hibernate, Testing, Web Applications, Object Oriented Design
Education
University of Pune 2001 — 2004
BE, Computer Engineering
ThoughtWorks April 2014 - Present
Jefferies & Company June 2012 - April 2014
Ipreo November 2006 - May 2012
Synechron December 2005 - November 2006
Lelesys Infotech Pvt Ltd August 2004 - November 2005
Freelance August 2003 - July 2004
Skills
ASP.NET, Microsoft SQL Server, Design Patterns, Scrum, SQL, Visual Studio, WCF, Test Driven Development, XML, SOA, OOP, Database Design, NUnit, TFS, SOAP, Agile Methodologies, Web Services, LINQ, IIS, Silverlight, Enterprise Software, Unix, MS Project, Hibernate, Testing, Web Applications, Object Oriented Design
Education
University of Pune 2001 — 2004
BE, Computer Engineering
Frederick Moran Frederick Moran's Jefferies & Company Experience September 1999 - December 2002
Job Director of Research at Burke & Quick Partners LLC
Industry Financial Services
Experience
Burke & Quick Partners LLC July 2014 - Present
DrVita.com September 2013 - March 2014
Worthian Capital Management February 2012 - September 2013
Benchmark Company April 2009 - January 2012
Stanford Group Company February 2004 - March 2009
Jefferies & Company September 1999 - December 2002
ING April 1996 - September 1999
Salomon Brothers February 1993 - April 1996
Donaldson, Lufkin & Jenrette May 1990 - February 1993
Drexel Burnham Lambert August 1988 - February 1990
Skills
Equity Research, Hedge Funds, Investments, Equities, Portfolio Management, Alternative Investments, ETFs, Financial Analysis, Mutual Funds, Valuation, Series 7, Securities, Financial Modeling, Bloomberg, Asset Management, Capital Markets, Finance, Investment Banking, Stock Picking, Equity Trading, Chief Financial Officer, Human Resources, Accounts Payable, Corporate Finance, Internet Services, Trading, Series 63, Series 65, series 16, series 85, series 86, Options, Convertible Bonds, Electronic Trading, Accounts Receivable, Compensation Structures, Economics, Vitamins, Health, Wellness, Corporate, Corporate Communications, eCommerce, Start-ups, Strategic Planning, Marketing, Marketing Strategy, Marketing Management, Online Marketing, IPO
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BS Economics, Finance
Fieldston School 1980 — 1984
Burke & Quick Partners LLC July 2014 - Present
DrVita.com September 2013 - March 2014
Worthian Capital Management February 2012 - September 2013
Benchmark Company April 2009 - January 2012
Stanford Group Company February 2004 - March 2009
Jefferies & Company September 1999 - December 2002
ING April 1996 - September 1999
Salomon Brothers February 1993 - April 1996
Donaldson, Lufkin & Jenrette May 1990 - February 1993
Drexel Burnham Lambert August 1988 - February 1990
Skills
Equity Research, Hedge Funds, Investments, Equities, Portfolio Management, Alternative Investments, ETFs, Financial Analysis, Mutual Funds, Valuation, Series 7, Securities, Financial Modeling, Bloomberg, Asset Management, Capital Markets, Finance, Investment Banking, Stock Picking, Equity Trading, Chief Financial Officer, Human Resources, Accounts Payable, Corporate Finance, Internet Services, Trading, Series 63, Series 65, series 16, series 85, series 86, Options, Convertible Bonds, Electronic Trading, Accounts Receivable, Compensation Structures, Economics, Vitamins, Health, Wellness, Corporate, Corporate Communications, eCommerce, Start-ups, Strategic Planning, Marketing, Marketing Strategy, Marketing Management, Online Marketing, IPO
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BS Economics, Finance
Fieldston School 1980 — 1984
Marc Weinstein Marc Weinstein's Jefferies & Company Experience July 2010 - August 2011
Job Entrepreneur, Teacher, Yogi
Industry Media Production
Experience
Leuven Media LLC March 2014 - Present
Advantage Testing March 2014 - Present
Yoga To The People February 2014 - Present
TINCO September 2012 - Present
Prime Social Group September 2012 - Present
Morgan Stanley August 2011 - September 2012
Jefferies & Company July 2010 - August 2011
Skills
DCF, LBO, Mergers, Company Presentations, Public Equity Offerings, Private Equity, Business Analysis, Financial Analysis, Financial Modeling, Financial Advisory, Financial Accounting, Financial Reporting, Strategy, Mergers & Acquisitions, Community Banking, Underwriting, Asset Management, Asset Based Lending, Regional Banks, Acquisitions, Valuation, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSc, Economics
Leuven Media LLC March 2014 - Present
Advantage Testing March 2014 - Present
Yoga To The People February 2014 - Present
TINCO September 2012 - Present
Prime Social Group September 2012 - Present
Morgan Stanley August 2011 - September 2012
Jefferies & Company July 2010 - August 2011
Skills
DCF, LBO, Mergers, Company Presentations, Public Equity Offerings, Private Equity, Business Analysis, Financial Analysis, Financial Modeling, Financial Advisory, Financial Accounting, Financial Reporting, Strategy, Mergers & Acquisitions, Community Banking, Underwriting, Asset Management, Asset Based Lending, Regional Banks, Acquisitions, Valuation, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSc, Economics
Whitney McDonnell Barbarics's Jefferies & Company Experience July 2004 - January 2007
Job Senior Regional Sales Associate at Sierra Investment Management
Industry Financial Services
Experience
Sierra Investment Management, Inc. January 2013 - Present
Barclays Capital December 2011 - September 2012
Trust Company of the West May 2010 - December 2011
JonesTrading January 2009 - May 2010
The Carlyle Group/Carlyle Blue Wave Partners January 2007 - May 2008
Jefferies & Company July 2004 - January 2007
Activities, Inc/ ARAMARK Corp 2003 - 2004
SWAT 1999 - 2003
Interscope Records 2001 - 2001
Bloomingdale's 2000 - 2000
Skills
Equities, Fixed Income, Trading, Trading Operations, Mutual Funds, Credit Derivatives, Series 7, Series 63, Series 55, Series 66, High Yield
Education
University of Southern California 1999 — 2003
Corona del Mar High School
Sierra Investment Management, Inc. January 2013 - Present
Barclays Capital December 2011 - September 2012
Trust Company of the West May 2010 - December 2011
JonesTrading January 2009 - May 2010
The Carlyle Group/Carlyle Blue Wave Partners January 2007 - May 2008
Jefferies & Company July 2004 - January 2007
Activities, Inc/ ARAMARK Corp 2003 - 2004
SWAT 1999 - 2003
Interscope Records 2001 - 2001
Bloomingdale's 2000 - 2000
Skills
Equities, Fixed Income, Trading, Trading Operations, Mutual Funds, Credit Derivatives, Series 7, Series 63, Series 55, Series 66, High Yield
Education
University of Southern California 1999 — 2003
Corona del Mar High School
Gabriel Pauliuc's Jefferies & Company Experience 2006 - 2008
Job Senior Vice President at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation April 2013 - Present
Dun & Bradstreet 2008 - 2013
Jefferies & Company 2006 - 2008
BearingPoint 2005 - 2006
TORI Global 2003 - 2005
Societe Generale 1997 - 2003
Deutsche Bank 1991 - 1997
Accenture 1989 - 1991
Skills
Financial Services, EAI, Managerial Finance, Software Development, Outsourcing, Enterprise Architecture, Risk Management, Change Management, CRM, IT Strategy, Vendor Management, Portfolio Management, Governance, Mergers, Project Portfolio..., Management Consulting, Business Process..., Business Analysis, Business Process..., Relationship Management, Data Management, Master Data Management, Data Warehousing, Solution Architecture, Strategy, Banking, SDLC, Management, Business Process, Integration, Financial Risk, Enterprise Software, Business Intelligence, Program Management, Leadership, Consulting, Team Management, PMO, Business Transformation, Analytics, IT Management, SaaS, Software Project..., Team Leadership, Pre-sales, Requirements Analysis, Requirements Gathering, Executive Management, Information Technology, PMP
Education
The University of Chicago 1986 — 1989
Sc.M., Mathematics
University of Rochester 1982 — 1986
BS, MS, Mathematics
Moody's Corporation April 2013 - Present
Dun & Bradstreet 2008 - 2013
Jefferies & Company 2006 - 2008
BearingPoint 2005 - 2006
TORI Global 2003 - 2005
Societe Generale 1997 - 2003
Deutsche Bank 1991 - 1997
Accenture 1989 - 1991
Skills
Financial Services, EAI, Managerial Finance, Software Development, Outsourcing, Enterprise Architecture, Risk Management, Change Management, CRM, IT Strategy, Vendor Management, Portfolio Management, Governance, Mergers, Project Portfolio..., Management Consulting, Business Process..., Business Analysis, Business Process..., Relationship Management, Data Management, Master Data Management, Data Warehousing, Solution Architecture, Strategy, Banking, SDLC, Management, Business Process, Integration, Financial Risk, Enterprise Software, Business Intelligence, Program Management, Leadership, Consulting, Team Management, PMO, Business Transformation, Analytics, IT Management, SaaS, Software Project..., Team Leadership, Pre-sales, Requirements Analysis, Requirements Gathering, Executive Management, Information Technology, PMP
Education
The University of Chicago 1986 — 1989
Sc.M., Mathematics
University of Rochester 1982 — 1986
BS, MS, Mathematics
Carter Paine Carter Paine's Jefferies & Company Experience July 2002 - June 2006
Job Chief Revenue & Strategy Officer at NaviHealth, Inc.
Industry Hospital & Health Care
Experience
NaviHealth, Inc. March 2012 - Present
Health Evolution Partners 2008 - March 2012
Healthways 2007 - 2007
SV Life Sciences 2007 - 2007
Jefferies & Company July 2002 - June 2006
Robertson Stephens 2001 - 2002
The White House 1999 - 1999
Education
Wharton School, University of Pennsylvania 2006 — 2008
MBA, Healthcare
University of Virginia 1998 — 2002
B.S., Commerce
NaviHealth, Inc. March 2012 - Present
Health Evolution Partners 2008 - March 2012
Healthways 2007 - 2007
SV Life Sciences 2007 - 2007
Jefferies & Company July 2002 - June 2006
Robertson Stephens 2001 - 2002
The White House 1999 - 1999
Education
Wharton School, University of Pennsylvania 2006 — 2008
MBA, Healthcare
University of Virginia 1998 — 2002
B.S., Commerce
Peter Wen Peter Wen's Jefferies & Company Experience June 2010 - August 2010
Job Associate at Cerberus Capital Management
Industry Investment Management
Experience
Cerberus Capital Management August 2015 - Present
J.P. Morgan June 2011 - July 2015
Meliora Capital Management LLC October 2009 - August 2011
Jefferies & Company June 2010 - August 2010
ING Financial Markets LLC June 2009 - August 2009
ING Financial Markets LLC May 2008 - September 2008
Skills
Investments, Data Analysis, Fixed Income, Financial Modeling, Valuation, Hedge Funds, Research, Microsoft Excel, Economics, Microsoft Office
Education
University of Rochester 2007 — 2011
BA, Financial Economics
Packer Collegiate Institute 2003 — 2007
High School
Cerberus Capital Management August 2015 - Present
J.P. Morgan June 2011 - July 2015
Meliora Capital Management LLC October 2009 - August 2011
Jefferies & Company June 2010 - August 2010
ING Financial Markets LLC June 2009 - August 2009
ING Financial Markets LLC May 2008 - September 2008
Skills
Investments, Data Analysis, Fixed Income, Financial Modeling, Valuation, Hedge Funds, Research, Microsoft Excel, Economics, Microsoft Office
Education
University of Rochester 2007 — 2011
BA, Financial Economics
Packer Collegiate Institute 2003 — 2007
High School
Jessica Murray Jessica Murray's Jefferies & Company Experience June 2009 - August 2009
Job Corporate Communications at PeerStreet
Industry Real Estate
Experience
PeerStreet July 2015 - Present
CompStak® July 2014 - July 2015
JPMorgan Chase June 2010 - March 2014
ISP Sports January 2010 - May 2010
The Collegian March 2008 - March 2010
Jefferies & Company June 2009 - August 2009
American Securities June 2008 - August 2008
Dan's Papers June 2007 - August 2007
Murray Capital Management August 2006 - August 2006
Skills
Bloomberg, Fixed Income, Analysis, Trading, Bloomberg Terminal, Series 7, CMBS, Commercial Real Estate, Hedge Funds, Series 63, Trepp, Sales, Microsoft Excel, Business Development, Microsoft Office, Writing, Blogging, Salesforce.com, SaaS, Sales Strategy, Client Relations
Education
University of Richmond 2006 — 2010
B.S.B.A, Finance, Journalism
The Hewitt School 2001 — 2006
The Kent Place School 1991 — 2001
PeerStreet July 2015 - Present
CompStak® July 2014 - July 2015
JPMorgan Chase June 2010 - March 2014
ISP Sports January 2010 - May 2010
The Collegian March 2008 - March 2010
Jefferies & Company June 2009 - August 2009
American Securities June 2008 - August 2008
Dan's Papers June 2007 - August 2007
Murray Capital Management August 2006 - August 2006
Skills
Bloomberg, Fixed Income, Analysis, Trading, Bloomberg Terminal, Series 7, CMBS, Commercial Real Estate, Hedge Funds, Series 63, Trepp, Sales, Microsoft Excel, Business Development, Microsoft Office, Writing, Blogging, Salesforce.com, SaaS, Sales Strategy, Client Relations
Education
University of Richmond 2006 — 2010
B.S.B.A, Finance, Journalism
The Hewitt School 2001 — 2006
The Kent Place School 1991 — 2001
Jason Reid Jason Reid's Jefferies & Company Experience December 2010 - March 2015
Job Private Investor Real Estate
Industry Real Estate
Experience
Jefferies & Company December 2010 - March 2015
Barclays September 2008 - December 2010
Lehman Brothers 1999 - September 2008
National Commercial Bank Jamaica Limited 1998 - 1999
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Finance, Banking, Due Diligence, Business Strategy, Investments, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Finance and Strategy
University of the West Indies, Kingston, Jamaica 1991 — 1994
Bachelor's degree, Management Studies
Jefferies & Company December 2010 - March 2015
Barclays September 2008 - December 2010
Lehman Brothers 1999 - September 2008
National Commercial Bank Jamaica Limited 1998 - 1999
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Finance, Banking, Due Diligence, Business Strategy, Investments, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Finance and Strategy
University of the West Indies, Kingston, Jamaica 1991 — 1994
Bachelor's degree, Management Studies
George Tang George Tang's Jefferies & Company Experience 2011 - September 2013
Job Businessman.
Industry Financial Services
Experience
Ozonco Solutions Ltd. July 2014 - Present
Trade Hub LLC November 2010 - Present
Jefferies & Company 2011 - September 2013
Newedge 2009 - 2011
Newedge June 2008 - September 2008
PwC June 2006 - September 2006
Skills
Financial Modeling, Investment Banking, Bloomberg, Start-ups
Education
University of Rochester 2005 — 2009
BA, Financial Economics
Oregon Episcopal School 2003 — 2005
HS Diploma
Ozonco Solutions Ltd. July 2014 - Present
Trade Hub LLC November 2010 - Present
Jefferies & Company 2011 - September 2013
Newedge 2009 - 2011
Newedge June 2008 - September 2008
PwC June 2006 - September 2006
Skills
Financial Modeling, Investment Banking, Bloomberg, Start-ups
Education
University of Rochester 2005 — 2009
BA, Financial Economics
Oregon Episcopal School 2003 — 2005
HS Diploma
Jordan Roberts, CFA Jordan Roberts, CFA's Jefferies & Company Experience September 2006 - March 2008
Job EverStream Energy Capital Management
Industry Renewables & Environment
Experience
EverStream Energy Capital Management August 2014 - Present
BrightSource Energy, Inc. June 2013 - July 2014
BrightSource Energy, Inc. November 2011 - May 2013
BrightSource Energy, Inc. July 2010 - November 2011
Atlas Renewables, LLC August 2009 - May 2010
First Wind June 2009 - August 2009
Jefferies & Company September 2006 - March 2008
Thomas Weisel Partners September 2005 - September 2006
Douglas C. Lane & Associates, Inc. July 2003 - August 2005
Skills
Energy, Renewable Energy, Project Finance, Corporate Finance, Business Development, Business Strategy, Capital Raising, Contract Negotiation, International..., Capital Markets, Capital Budgeting, Leadership, Solar Energy, Oil/Gas, Investment Management, Financial Modeling, Strategic Partnerships, Competitive Analysis, Market Analysis, Finance, Investments, Cleantech, Valuation, Corporate Development, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance, Entrepreneurial Management
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA (with Honors), Finance, Investment & Banking
EverStream Energy Capital Management August 2014 - Present
BrightSource Energy, Inc. June 2013 - July 2014
BrightSource Energy, Inc. November 2011 - May 2013
BrightSource Energy, Inc. July 2010 - November 2011
Atlas Renewables, LLC August 2009 - May 2010
First Wind June 2009 - August 2009
Jefferies & Company September 2006 - March 2008
Thomas Weisel Partners September 2005 - September 2006
Douglas C. Lane & Associates, Inc. July 2003 - August 2005
Skills
Energy, Renewable Energy, Project Finance, Corporate Finance, Business Development, Business Strategy, Capital Raising, Contract Negotiation, International..., Capital Markets, Capital Budgeting, Leadership, Solar Energy, Oil/Gas, Investment Management, Financial Modeling, Strategic Partnerships, Competitive Analysis, Market Analysis, Finance, Investments, Cleantech, Valuation, Corporate Development, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance, Entrepreneurial Management
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA (with Honors), Finance, Investment & Banking
Warren Flesch Warren Flesch's Jefferies & Company Experience 2010 - November 2012
Job Managing Director at T and E Investments
Industry Investment Management
Experience
T and E Investments September 2013 - Present
Jefferies & Company 2010 - November 2012
Best Apartments Inc May 2010 - August 2010
WWE Studios August 2008 - December 2009
Skills
Financial Modeling, Jazz Guitar, Creative Writing, New Business Development, Start-ups, Series 7, Equities, Strategic Partnerships, Digital Media, Social Media, Bloomberg, Martial Arts, Songwriting, Investment Banking, Fixed Income, Microsoft Excel, Hedge Funds, Series 66, Thomson Reuters, Pershing, Derivatives Trading, Credit Derivatives, Equity Derivatives, Interest Rate..., Volatility Arbitrage, Commodity Markets, Bass Guitar, Piano, Drums, Technical Writing, Strategic Financial..., Financial Analysis, Strategist, Studio Recording, Screenwriting, Distressed Debt, Blues Guitar, Rock & Roll, Vocals, Sales
Education
University of Pennsylvania 2004 — 2008
English, Economics, History, Music
T and E Investments September 2013 - Present
Jefferies & Company 2010 - November 2012
Best Apartments Inc May 2010 - August 2010
WWE Studios August 2008 - December 2009
Skills
Financial Modeling, Jazz Guitar, Creative Writing, New Business Development, Start-ups, Series 7, Equities, Strategic Partnerships, Digital Media, Social Media, Bloomberg, Martial Arts, Songwriting, Investment Banking, Fixed Income, Microsoft Excel, Hedge Funds, Series 66, Thomson Reuters, Pershing, Derivatives Trading, Credit Derivatives, Equity Derivatives, Interest Rate..., Volatility Arbitrage, Commodity Markets, Bass Guitar, Piano, Drums, Technical Writing, Strategic Financial..., Financial Analysis, Strategist, Studio Recording, Screenwriting, Distressed Debt, Blues Guitar, Rock & Roll, Vocals, Sales
Education
University of Pennsylvania 2004 — 2008
English, Economics, History, Music
Samantha Margulies's Jefferies & Company Experience July 2012 - April 2014
Job Associate at Avenue Capital Group
Industry Investment Management
Experience
Avenue Capital Group April 2014 - Present
Jefferies & Company July 2012 - April 2014
Jefferies & Company June 2011 - August 2011
UMDNJ June 2010 - August 2010
Signum Biosciences May 2009 - August 2009
Skills
Investment Banking, Restructuring, Valuation, Capital IQ, LBO, Hedge Funds, Bloomberg, DCF, Financial Modeling, Private Equity, Corporate Finance, Equity Research, Capital Markets, Equities
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance, Healthcare Management, Chemistry
Avenue Capital Group April 2014 - Present
Jefferies & Company July 2012 - April 2014
Jefferies & Company June 2011 - August 2011
UMDNJ June 2010 - August 2010
Signum Biosciences May 2009 - August 2009
Skills
Investment Banking, Restructuring, Valuation, Capital IQ, LBO, Hedge Funds, Bloomberg, DCF, Financial Modeling, Private Equity, Corporate Finance, Equity Research, Capital Markets, Equities
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance, Healthcare Management, Chemistry
Lisa Karabel Lisa Karabel's Jefferies & Company Experience October 2011 - Present
Job Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC December 2013 - Present
Jefferies & Company October 2011 - Present
Rabobank September 2010 - October 2011
Skills
Valuation, Mergers, LBO, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2010
South Broward 2002 — 2006
Jefferies LLC December 2013 - Present
Jefferies & Company October 2011 - Present
Rabobank September 2010 - October 2011
Skills
Valuation, Mergers, LBO, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2010
South Broward 2002 — 2006
Juan Pita's Jefferies & Company Experience July 2006 - April 2008
Job Senior Associate at Tower Three Partners
Industry Financial Services
Experience
Tower Three Partners November 2013 - Present
Facet Technologies LLC 2014 - Present
The Paslin Company 2013 - Present
Bain Capital August 2010 - July 2011
Bain Capital Ventures September 2008 - July 2010
Jefferies & Company July 2006 - April 2008
Goldman Sachs June 2005 - August 2005
Trivest Partners May 2004 - July 2004
Skills
LBO, Leveraged Finance, Private Equity, Valuation, Financial Modeling, Venture Capital, Strategy, Financial Analysis, Business Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Marketing, with Honors; Director's List (Top 10%)
University of Pennsylvania - The Wharton School 2002 — 2006
BS in Economics, Finance and Accounting, summa cum laude
Tower Three Partners November 2013 - Present
Facet Technologies LLC 2014 - Present
The Paslin Company 2013 - Present
Bain Capital August 2010 - July 2011
Bain Capital Ventures September 2008 - July 2010
Jefferies & Company July 2006 - April 2008
Goldman Sachs June 2005 - August 2005
Trivest Partners May 2004 - July 2004
Skills
LBO, Leveraged Finance, Private Equity, Valuation, Financial Modeling, Venture Capital, Strategy, Financial Analysis, Business Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Marketing, with Honors; Director's List (Top 10%)
University of Pennsylvania - The Wharton School 2002 — 2006
BS in Economics, Finance and Accounting, summa cum laude
Adam Wininger Adam Wininger's Jefferies & Company Experience May 2013 - June 2013
Job Summer Analyst at Sandstone Properties, Inc.
Industry
Experience
Sandstone Properties, Inc. May 2015 - Present
Odebrecht June 2014 - August 2014
Jefferies & Company May 2013 - June 2013
Skills
PowerPoint, Microsoft Word, Management, French, Hebrew, Brazilian Portuguese, soccer, Entrepreneurship, Internet, Leadership, Non-profits, Social Networking
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Business Administration (B.B.A.)
Harvard-Westlake 2006 — 2012
FGV
Sandstone Properties, Inc. May 2015 - Present
Odebrecht June 2014 - August 2014
Jefferies & Company May 2013 - June 2013
Skills
PowerPoint, Microsoft Word, Management, French, Hebrew, Brazilian Portuguese, soccer, Entrepreneurship, Internet, Leadership, Non-profits, Social Networking
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Business Administration (B.B.A.)
Harvard-Westlake 2006 — 2012
FGV
Erik Penney Erik Penney's Jefferies & Company Experience July 2005 - April 2009
Job Head Trader at Force Capital Management
Industry Financial Services
Experience
Force Capital Management March 2012 - Present
illume Capital Management July 2010 - August 2011
Selz Capital, LLC August 2009 - July 2010
Jefferies & Company July 2005 - April 2009
Education
University of Rochester - Simon Business School 2003 — 2005
MBA, Finance
University of Rochester 1992 — 1996
BA, Political Science
Force Capital Management March 2012 - Present
illume Capital Management July 2010 - August 2011
Selz Capital, LLC August 2009 - July 2010
Jefferies & Company July 2005 - April 2009
Education
University of Rochester - Simon Business School 2003 — 2005
MBA, Finance
University of Rochester 1992 — 1996
BA, Political Science
Stephen Kroculick's Jefferies & Company Experience March 2011 - Present
Job Vice President at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC April 2014 - Present
Jefferies & Company March 2011 - Present
Marwood Group February 2010 - March 2011
Citigroup, Morgan Stanley Smith Barney November 2005 - February 2010
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
University of Pennsylvania 2001 — 2005
Jefferies LLC April 2014 - Present
Jefferies & Company March 2011 - Present
Marwood Group February 2010 - March 2011
Citigroup, Morgan Stanley Smith Barney November 2005 - February 2010
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
University of Pennsylvania 2001 — 2005
Robert Doherty's Jefferies & Company Experience 2004 - 2005
Job VP Finance at vXchnge Holdings, LLC
Industry Information Technology and Services
Experience
vXchnge Holdings, LLC November 2013 - Present
FiberMedia Group, LLC January 2011 - October 2013
Redwood Capital Group April 2006 - December 2010
Jefferies & Company 2004 - 2005
Salomon Smith Barney 1996 - 2002
Paine Webber 1989 - 1996
Skills
Cloud Computing, Data Center, Managed Services, Corporate Finance, Investment Banking, Mergers, Financial Modeling, Valuation, Business Strategy, Debt, Private Equity, IPO, Venture Capital, Equities, Private Placements, Restructuring, Due Diligence, Divestitures, Corporate Development, Mezzanine, Leveraged Finance, Financial Analysis, Acquisition Integration, Funding, Banking, Business Planning, Start-ups, Series 7, Origination, Executive Management, Executive Reporting, Analysis, Strategy Development, Bankruptcy
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), History and Sociology of Science
vXchnge Holdings, LLC November 2013 - Present
FiberMedia Group, LLC January 2011 - October 2013
Redwood Capital Group April 2006 - December 2010
Jefferies & Company 2004 - 2005
Salomon Smith Barney 1996 - 2002
Paine Webber 1989 - 1996
Skills
Cloud Computing, Data Center, Managed Services, Corporate Finance, Investment Banking, Mergers, Financial Modeling, Valuation, Business Strategy, Debt, Private Equity, IPO, Venture Capital, Equities, Private Placements, Restructuring, Due Diligence, Divestitures, Corporate Development, Mezzanine, Leveraged Finance, Financial Analysis, Acquisition Integration, Funding, Banking, Business Planning, Start-ups, Series 7, Origination, Executive Management, Executive Reporting, Analysis, Strategy Development, Bankruptcy
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), History and Sociology of Science
Justin Gordon's Jefferies & Company Experience July 2005 - August 2007
Job Vice President at Cerberus Capital Management
Industry Investment Management
Experience
Cerberus Capital Management December 2007 - Present
American Capital Strategies August 2007 - November 2007
Jefferies & Company July 2005 - August 2007
Skills
Principal Investing, Leveraged Finance, Debt, Valuation, Private Equity, Capital Markets, Equities, Alternative Investments, Corporate Development, Investment Banking, Emerging Markets, Due Diligence, Financial Modeling, LBO, High Yield, Hedge Funds, Mezzanine, M&A experience, Capital Structure, Business Valuation, Venture Capital, Deal Sourcing
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Cerberus Capital Management December 2007 - Present
American Capital Strategies August 2007 - November 2007
Jefferies & Company July 2005 - August 2007
Skills
Principal Investing, Leveraged Finance, Debt, Valuation, Private Equity, Capital Markets, Equities, Alternative Investments, Corporate Development, Investment Banking, Emerging Markets, Due Diligence, Financial Modeling, LBO, High Yield, Hedge Funds, Mezzanine, M&A experience, Capital Structure, Business Valuation, Venture Capital, Deal Sourcing
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Kimberly Kilbride's Jefferies & Company Experience August 2009 - November 2012
Job Investment Banking Professional
Industry Investment Banking
Experience
Cantor Fitzgerald June 2013 - August 2014
Jefferies & Company August 2009 - November 2012
Goldman Sachs July 2003 - February 2009
EastWest VentureGroup August 1999 - June 2001
Morgan Stanley July 1996 - July 1999
Skills
Venture Capital, Valuation, Private Equity, Mergers, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Healthcare Industry, LBO, Restructuring, Equities, Leveraged Finance, Hedge Funds, Debt Restructuring, Fixed Income, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (M.B.A.), Accounting and Finance
Cantor Fitzgerald June 2013 - August 2014
Jefferies & Company August 2009 - November 2012
Goldman Sachs July 2003 - February 2009
EastWest VentureGroup August 1999 - June 2001
Morgan Stanley July 1996 - July 1999
Skills
Venture Capital, Valuation, Private Equity, Mergers, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Healthcare Industry, LBO, Restructuring, Equities, Leveraged Finance, Hedge Funds, Debt Restructuring, Fixed Income, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (M.B.A.), Accounting and Finance
Caspar Bentinck's Jefferies & Company Experience May 2011 - Present
Job Debt Capital Markets at Jefferies & Company
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. July 2015 - Present
Jefferies & Company May 2011 - Present
Jefferies July 2012 - June 2015
Bank of America Merrill Lynch July 2005 - May 2011
Lehman Brothers August 1997 - May 2004
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Series 7, Bloomberg, Investments, Financial Modeling, Bonds, Derivatives, Securities, Trading, Mergers, Banking, Finance, Financial Services, High Yield
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Philosophy, Politics, Economics
Eton College 1987 — 1992
Sandler O'Neill & Partners, L.P. July 2015 - Present
Jefferies & Company May 2011 - Present
Jefferies July 2012 - June 2015
Bank of America Merrill Lynch July 2005 - May 2011
Lehman Brothers August 1997 - May 2004
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Series 7, Bloomberg, Investments, Financial Modeling, Bonds, Derivatives, Securities, Trading, Mergers, Banking, Finance, Financial Services, High Yield
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Philosophy, Politics, Economics
Eton College 1987 — 1992
David Baxt's Jefferies & Company Experience July 2008 - June 2013
Job Investor/Consultant
Industry Banking
Experience
Investor/Consultant May 2015 - Present
Wheels UP July 2013 - Present
Jefferies & Company July 2008 - June 2013
Bear Stearns September 1993 - July 2008
Skills
Investment Banking, Equities, Valuation, Private Equity, Capital Markets, Corporate Development, Mergers, Financial Modeling, LBO, Corporate Finance, Due Diligence, Hedge Funds, Venture Capital, Leveraged Finance, Investments, Mergers, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BSE
Aspen Country Day 1985 — 1989
High School
Investor/Consultant May 2015 - Present
Wheels UP July 2013 - Present
Jefferies & Company July 2008 - June 2013
Bear Stearns September 1993 - July 2008
Skills
Investment Banking, Equities, Valuation, Private Equity, Capital Markets, Corporate Development, Mergers, Financial Modeling, LBO, Corporate Finance, Due Diligence, Hedge Funds, Venture Capital, Leveraged Finance, Investments, Mergers, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BSE
Aspen Country Day 1985 — 1989
High School
Narayanan Mahesh's Jefferies & Company Experience July 2007 - Present
Job AVP at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2007 - Present
Citigroup 2005 - 2006
Fi-Tek, LLC 2003 - 2004
Skills
Business Analysis, Capital Markets, Electronic Trading, Derivatives, Equities, Fixed Income, Investment Banking, Trading Systems, Trading
Education
University of Pennsylvania 2001 — 2003
Master's degree
Jefferies & Company July 2007 - Present
Citigroup 2005 - 2006
Fi-Tek, LLC 2003 - 2004
Skills
Business Analysis, Capital Markets, Electronic Trading, Derivatives, Equities, Fixed Income, Investment Banking, Trading Systems, Trading
Education
University of Pennsylvania 2001 — 2003
Master's degree
Derek Baumgarten's Jefferies & Company Experience July 2008 - March 2010
Job Principal at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC January 2015 - Present
Apollo Global Management LLC April 2012 - December 2014
Moelis & Company April 2010 - April 2012
Jefferies & Company July 2008 - March 2010
Jefferies Finance LLC July 2007 - July 2008
GE Energy May 2006 - August 2006
GE Capital May 2005 - August 2005
Education
University of Pennsylvania 2003 — 2007
B.A., History & Political Science
Seton Hall Preparatory School 1999 — 2003
Apollo Global Management LLC January 2015 - Present
Apollo Global Management LLC April 2012 - December 2014
Moelis & Company April 2010 - April 2012
Jefferies & Company July 2008 - March 2010
Jefferies Finance LLC July 2007 - July 2008
GE Energy May 2006 - August 2006
GE Capital May 2005 - August 2005
Education
University of Pennsylvania 2003 — 2007
B.A., History & Political Science
Seton Hall Preparatory School 1999 — 2003
Brendan O'Shea's Jefferies & Company Experience January 1996 - Present
Job VP Senior Business Unit Controller at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company January 1996 - Present
KPMG Peat Marwick 1992 - 1995
Education
University of Richmond - Robins School of Business 1988 — 1992
Jefferies & Company January 1996 - Present
KPMG Peat Marwick 1992 - 1995
Education
University of Richmond - Robins School of Business 1988 — 1992
Andrew Brennan's Jefferies & Company Experience December 2011 - December 2012
Job Investment Professional at Leucadia National Corporation
Industry Investment Management
Experience
Leucadia National Corporation January 2014 - Present
Jefferies Capital Partners December 2012 - December 2013
Jefferies & Company December 2011 - December 2012
Jefferies & Company November 2010 - January 2012
Jefferies & Company June 2008 - March 2011
Skills
Private Equity, Investment Banking, Financial Modeling, Equities, Restructuring, Special Situations, Recapitalizations, Valuation, LBO, Capital Markets, Bloomberg, Event Driven, Distressed Debt, Value Investing
Education
University of Pennsylvania - The Wharton School
BS in Economics, Finance
Leucadia National Corporation January 2014 - Present
Jefferies Capital Partners December 2012 - December 2013
Jefferies & Company December 2011 - December 2012
Jefferies & Company November 2010 - January 2012
Jefferies & Company June 2008 - March 2011
Skills
Private Equity, Investment Banking, Financial Modeling, Equities, Restructuring, Special Situations, Recapitalizations, Valuation, LBO, Capital Markets, Bloomberg, Event Driven, Distressed Debt, Value Investing
Education
University of Pennsylvania - The Wharton School
BS in Economics, Finance
Jonathon Blackwell's Jefferies & Company Experience May 2007 - August 2007
Job Vice President at SL Green
Industry Real Estate
Experience
SL Green September 2012 - Present
SL Green July 2010 - September 2012
SL Green June 2008 - July 2010
Jefferies & Company May 2007 - August 2007
Sage Real Estate Group May 2006 - August 2006
FBR June 2005 - August 2005
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Private Equity, Investments, Investment Banking, Real Estate Economics, Asset Managment, DCF, Mezzanine, Real Estate, Financial Structuring
Education
University of Pennsylvania 2004 — 2008
Economics, Finance and Real Estate
University of Pennsylvania - The Wharton School 2004 — 2008
Economics, Finance and Real Estate
SL Green September 2012 - Present
SL Green July 2010 - September 2012
SL Green June 2008 - July 2010
Jefferies & Company May 2007 - August 2007
Sage Real Estate Group May 2006 - August 2006
FBR June 2005 - August 2005
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Private Equity, Investments, Investment Banking, Real Estate Economics, Asset Managment, DCF, Mezzanine, Real Estate, Financial Structuring
Education
University of Pennsylvania 2004 — 2008
Economics, Finance and Real Estate
University of Pennsylvania - The Wharton School 2004 — 2008
Economics, Finance and Real Estate
Kenneth Stark's Jefferies & Company Experience July 2006 - September 2008
Job Vice President, Corporate Investments at World Class Capital Group
Industry Venture Capital & Private Equity
Experience
World Class Capital Group March 2015 - Present
M. Klein and Company August 2014 - March 2015
Cohesive Capital Partners November 2010 - March 2014
ACI Capital 2008 - November 2010
Jefferies & Company July 2006 - September 2008
Skills
Valuation, Financial Modeling, LBO, Private Equity, Investment Banking, Investments, Equities, Alternative Investments, Corporate Finance, Financial Structuring, Financial Analysis, Mergers & Acquisitions, Due Diligence
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Finance
World Class Capital Group March 2015 - Present
M. Klein and Company August 2014 - March 2015
Cohesive Capital Partners November 2010 - March 2014
ACI Capital 2008 - November 2010
Jefferies & Company July 2006 - September 2008
Skills
Valuation, Financial Modeling, LBO, Private Equity, Investment Banking, Investments, Equities, Alternative Investments, Corporate Finance, Financial Structuring, Financial Analysis, Mergers & Acquisitions, Due Diligence
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Finance
Edward (Ted) Keller's Jefferies & Company Experience July 2009 - April 2010
Job Analyst at Sigma Capital
Industry Financial Services
Experience
Sigma Capital March 2013 - Present
Sanford C. Bernstein January 2012 - March 2013
Sanford C. Bernstein May 2010 - December 2011
Jefferies & Company July 2009 - April 2010
Lehman Brothers June 2008 - August 2008
McKinley Capital Management June 2007 - August 2007
Skills
Financial Modeling, Financial Markets, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2009
The Lawrenceville School 2002 — 2005
Sigma Capital March 2013 - Present
Sanford C. Bernstein January 2012 - March 2013
Sanford C. Bernstein May 2010 - December 2011
Jefferies & Company July 2009 - April 2010
Lehman Brothers June 2008 - August 2008
McKinley Capital Management June 2007 - August 2007
Skills
Financial Modeling, Financial Markets, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2009
The Lawrenceville School 2002 — 2005
Anthony Chirikos's Jefferies & Company Experience 2002 - 2004
Job Principal at The Gores Group
Industry Venture Capital & Private Equity
Experience
The Gores Group October 2004 - Present
Jefferies & Company 2002 - 2004
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Finance, Financial Analysis, Investment Banking, Corporate Development
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science, Economics, Finance and Operations/Information Management
The Gores Group October 2004 - Present
Jefferies & Company 2002 - 2004
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Finance, Financial Analysis, Investment Banking, Corporate Development
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science, Economics, Finance and Operations/Information Management
WIlliam Rhodes's Jefferies & Company Experience October 2009 - September 2011
Job Fixed Income IT manager specializing in Risk/MBS/Loan Management Technology and Analytics
Industry Financial Services
Experience
Société Générale 2013 - Present
Jefferies & Company October 2009 - September 2011
Nomura Securities April 2009 - September 2009
Lehman Brothers June 2007 - January 2009
Barclays Capital August 2005 - December 2006
UBS Investment Bank 2001 - 2005
Greenwich Capital March 1995 - June 1999
Skills
Fixed Income, Portfolio Management, MBS, Structured Products, Trading, Risk Management, Financial Risk, Securitization, ABS, Securities, Swaps, CDO, Loans, CMBS, Financial Structuring, Credit, Mortgage Lending, Rates, Analytics, Strategy
Education
Univ of Colorado 1992 — 1995
MSCS, Computer Science
University of Rhode Island 1981 — 1986
BSME, Mechanical Engineering
Société Générale 2013 - Present
Jefferies & Company October 2009 - September 2011
Nomura Securities April 2009 - September 2009
Lehman Brothers June 2007 - January 2009
Barclays Capital August 2005 - December 2006
UBS Investment Bank 2001 - 2005
Greenwich Capital March 1995 - June 1999
Skills
Fixed Income, Portfolio Management, MBS, Structured Products, Trading, Risk Management, Financial Risk, Securitization, ABS, Securities, Swaps, CDO, Loans, CMBS, Financial Structuring, Credit, Mortgage Lending, Rates, Analytics, Strategy
Education
Univ of Colorado 1992 — 1995
MSCS, Computer Science
University of Rhode Island 1981 — 1986
BSME, Mechanical Engineering
Corey Bleil's Jefferies & Company Experience March 2005 - December 2008
Job Managing Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal April 2015 - Present
RBS Citizens N.A. July 2012 - March 2015
Bank of America Merrill Lynch June 2011 - December 2011
Independent Consultant March 2009 - June 2011
Jefferies & Company March 2005 - December 2008
McFarland Dewey & Co. 2002 - 2005
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2001
Midlantic National Bank 1992 - 1994
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Corporate Finance, Private Placements, Leveraged Finance, Mergers, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Cathedral Prep 1983 — 1987
Alvarez & Marsal April 2015 - Present
RBS Citizens N.A. July 2012 - March 2015
Bank of America Merrill Lynch June 2011 - December 2011
Independent Consultant March 2009 - June 2011
Jefferies & Company March 2005 - December 2008
McFarland Dewey & Co. 2002 - 2005
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2001
Midlantic National Bank 1992 - 1994
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Corporate Finance, Private Placements, Leveraged Finance, Mergers, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Cathedral Prep 1983 — 1987
Ian Foley, CFA's Jefferies & Company Experience August 2010 - August 2013
Job Financials Investor
Industry Investment Banking
Experience
Surveyor Capital August 2013 - February 2015
Jefferies & Company August 2010 - August 2013
Banc of America Securities July 2007 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Capital Markets, Hedge Funds, FIG, Regional Banks, Credit Cards, Equity Research
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Economics
Surveyor Capital August 2013 - February 2015
Jefferies & Company August 2010 - August 2013
Banc of America Securities July 2007 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Capital Markets, Hedge Funds, FIG, Regional Banks, Credit Cards, Equity Research
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Economics
Mark Cheung, CPSM's Jefferies & Company Experience December 2006 - July 2010
Job Associated Press Procurement
Industry Online Media
Experience
Associated Press July 2010 - Present
Jefferies & Company December 2006 - July 2010
Morgan Stanley June 2003 - December 2006
US Army January 2000 - January 2003
Skills
Vendor Management, Purchasing, Strategic Sourcing, Procurement, Supply Management, SAP, Management, Microsoft Office, Global Sourcing, Sourcing, Program Management, Contract Management, Cross-functional Team..., RFP, Contract Negotiation, Microsoft Excel, Microsoft Word, Financial Analysis, Vendor Relationships, E-procurement, SharePoint, Contractual Agreements, SAP SRM, ECC6.0, Spend Analysis, Computer Hardware, Computers, Computer Repair, Customer Service, Mobile Devices, Troubleshooting, Ariba, SharePoint Designer, SRM 5.0, Mobile Device Management, Expense Management, Wireless Expense..., ERP, Managed Print Services, Negotiation, Analysis, Data Analysis, SAP MM
Education
University of Phoenix
Bachelor of Science (BS), Information Technology
Associated Press July 2010 - Present
Jefferies & Company December 2006 - July 2010
Morgan Stanley June 2003 - December 2006
US Army January 2000 - January 2003
Skills
Vendor Management, Purchasing, Strategic Sourcing, Procurement, Supply Management, SAP, Management, Microsoft Office, Global Sourcing, Sourcing, Program Management, Contract Management, Cross-functional Team..., RFP, Contract Negotiation, Microsoft Excel, Microsoft Word, Financial Analysis, Vendor Relationships, E-procurement, SharePoint, Contractual Agreements, SAP SRM, ECC6.0, Spend Analysis, Computer Hardware, Computers, Computer Repair, Customer Service, Mobile Devices, Troubleshooting, Ariba, SharePoint Designer, SRM 5.0, Mobile Device Management, Expense Management, Wireless Expense..., ERP, Managed Print Services, Negotiation, Analysis, Data Analysis, SAP MM
Education
University of Phoenix
Bachelor of Science (BS), Information Technology
Gillian Marcott's Jefferies & Company Experience May 2005 - August 2008
Job Senior Associate at RBS Citizens
Industry Investment Banking
Experience
RBS Citizens May 2012 - Present
Medco Health Solutions June 2011 - August 2011
Intellectual Ventures June 2009 - June 2010
Jefferies & Company May 2005 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Corporate Finance, Capital Markets, Equities, Financial Analysis, Business Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Health Care Management, Finance
University of Virginia 2001 — 2005
Commerce, Finance and Marketing
RBS Citizens May 2012 - Present
Medco Health Solutions June 2011 - August 2011
Intellectual Ventures June 2009 - June 2010
Jefferies & Company May 2005 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Corporate Finance, Capital Markets, Equities, Financial Analysis, Business Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Health Care Management, Finance
University of Virginia 2001 — 2005
Commerce, Finance and Marketing
Brian Vo's Jefferies & Company Experience June 2006 - July 2008
Job Ex McKinsey engagement manager with Strategy, Corporate Finance background; Interested in business strategy
Industry Information Technology and Services
Experience
LinkedIn May 2015 - August 2015
McKinsey & Company January 2013 - August 2014
McKinsey & Company June 2011 - December 2012
McKinsey & Company October 2010 - May 2011
Macquarie Group January 2009 - September 2010
Macquarie Group August 2008 - December 2008
Jefferies & Company June 2006 - July 2008
HSBC Securities June 2005 - August 2005
Skills
Private Equity, Business Strategy, Management Consulting, Investment Banking, Financial Modeling, Nonprofits, Leadership, Valuation, Corporate Development, Emerging Markets, Strategy, Corporate Finance, Business Development, Management, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2014 — 2016
University of Pennsylvania - The Wharton School 2002 — 2006
BS
Thomas Jefferson HS Sci and Tech 1998 — 2002
LinkedIn May 2015 - August 2015
McKinsey & Company January 2013 - August 2014
McKinsey & Company June 2011 - December 2012
McKinsey & Company October 2010 - May 2011
Macquarie Group January 2009 - September 2010
Macquarie Group August 2008 - December 2008
Jefferies & Company June 2006 - July 2008
HSBC Securities June 2005 - August 2005
Skills
Private Equity, Business Strategy, Management Consulting, Investment Banking, Financial Modeling, Nonprofits, Leadership, Valuation, Corporate Development, Emerging Markets, Strategy, Corporate Finance, Business Development, Management, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2014 — 2016
University of Pennsylvania - The Wharton School 2002 — 2006
BS
Thomas Jefferson HS Sci and Tech 1998 — 2002
Tom Stephenson's Jefferies & Company Experience November 1992 - June 1994
Job Director at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company June 2010 - Present
McKinsey & Company June 2004 - June 2010
McKinsey & Company October 1997 - June 2004
Jefferies & Company November 1992 - June 1994
Skills
Management Consulting, Strategy, Business Strategy, Private Equity, Mergers & Acquisitions, Corporate Development, Start-ups, Financial Modeling, Business Development, Strategic Partnerships, Venture Capital
Education
University of Chicago 1995 — 1997
MBA, Marketing & Strategy, High Honors, Brown Award for top Marketing and Sales Student
University of Pennsylvania 1985 — 1989
B.S., Business, cum laude
Poway High School 1980 — 1985
McKinsey & Company June 2010 - Present
McKinsey & Company June 2004 - June 2010
McKinsey & Company October 1997 - June 2004
Jefferies & Company November 1992 - June 1994
Skills
Management Consulting, Strategy, Business Strategy, Private Equity, Mergers & Acquisitions, Corporate Development, Start-ups, Financial Modeling, Business Development, Strategic Partnerships, Venture Capital
Education
University of Chicago 1995 — 1997
MBA, Marketing & Strategy, High Honors, Brown Award for top Marketing and Sales Student
University of Pennsylvania 1985 — 1989
B.S., Business, cum laude
Poway High School 1980 — 1985
Nicholas Ravlin's Jefferies & Company Experience 2007 - 2008
Job Investment Analyst at Venor Capital Management
Industry Financial Services
Experience
Venor Capital Management November 2013 - Present
Verition Fund Management June 2013 - November 2013
Tenex Capital Management 2009 - June 2013
Eos Partners 2008 - 2009
Jefferies & Company 2007 - 2008
Skills
Investment Banking, Investments, Restructuring, Hedge Funds, Credit, Valuation, Special Situations, Capital Structure, Recapitalizations, Equities
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Economics, Finance
Venor Capital Management November 2013 - Present
Verition Fund Management June 2013 - November 2013
Tenex Capital Management 2009 - June 2013
Eos Partners 2008 - 2009
Jefferies & Company 2007 - 2008
Skills
Investment Banking, Investments, Restructuring, Hedge Funds, Credit, Valuation, Special Situations, Capital Structure, Recapitalizations, Equities
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Economics, Finance
Kathryn Woodard's Jefferies & Company Experience 1999 - 2002
Job Strategy and Business Development Manager
Industry Retail
Experience
Gap Inc. 2007 - 2008
CSI 2005 - 2007
Liz Claiborne 2004 - 2005
The Artisans Kitchen 2002 - 2004
Jefferies & Company 1999 - 2002
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Economics (Finance and Management), Minor in International Relations
Gap Inc. 2007 - 2008
CSI 2005 - 2007
Liz Claiborne 2004 - 2005
The Artisans Kitchen 2002 - 2004
Jefferies & Company 1999 - 2002
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Economics (Finance and Management), Minor in International Relations
Gregg Feinstein's Jefferies & Company Experience 2002 - 2005
Job Managing Director/CoHead of M&A at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2005 - Present
Jefferies & Company 2002 - 2005
Berenson Minella 1991 - 2002
Merrill Lynch 1986 - 1991
Lehman Brothers Kuhn Loeb 1983 - 1986
Skills
Capital Markets, Investment Banking, Valuation, Private Equity, Venture Capital, Corporate Development, Mergers & Acquisitions, Start-ups, Due Diligence, Business Valuation, Investments
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance and Accounting
Houlihan Lokey April 2005 - Present
Jefferies & Company 2002 - 2005
Berenson Minella 1991 - 2002
Merrill Lynch 1986 - 1991
Lehman Brothers Kuhn Loeb 1983 - 1986
Skills
Capital Markets, Investment Banking, Valuation, Private Equity, Venture Capital, Corporate Development, Mergers & Acquisitions, Start-ups, Due Diligence, Business Valuation, Investments
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance and Accounting
Philip Choi's Jefferies & Company Experience 2000 - 2003
Job Vice President at TCW
Industry Financial Services
Experience
TCW 2013 - Present
Karlin Asset Management 2010 - 2012
Fortress Investment Group 2006 - 2009
Enterprise Partners 2004 - 2006
Jefferies & Company 2000 - 2003
Skills
Valuation
Education
University of Pennsylvania - The Wharton School
TCW 2013 - Present
Karlin Asset Management 2010 - 2012
Fortress Investment Group 2006 - 2009
Enterprise Partners 2004 - 2006
Jefferies & Company 2000 - 2003
Skills
Valuation
Education
University of Pennsylvania - The Wharton School
Christopher Sighinolfi, CFA's Jefferies & Company Experience May 2013 - Present
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2013 - Present
UBS Investment Bank February 2011 - May 2013
UBS Investment Bank February 2009 - February 2011
UBS Investment Bank June 2006 - February 2009
Lord Abbett May 2005 - August 2005
Mount Desert Island Biological Laboratory June 2001 - August 2004
Education
University of Pennsylvania 2002 — 2006
BA, Philosophy, Politics, and Economics
Brewer High School 1998 — 2002
Jefferies & Company May 2013 - Present
UBS Investment Bank February 2011 - May 2013
UBS Investment Bank February 2009 - February 2011
UBS Investment Bank June 2006 - February 2009
Lord Abbett May 2005 - August 2005
Mount Desert Island Biological Laboratory June 2001 - August 2004
Education
University of Pennsylvania 2002 — 2006
BA, Philosophy, Politics, and Economics
Brewer High School 1998 — 2002
Krish Chakabarti's Jefferies & Company Experience 2009 - Present
Job SVP at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company 2009 - Present
Merrill Lynch 1996 - 2009
Bankers Trust/Deutsche Bank 1994 - 1996
Skills
Capital Markets, Valuation, Derivatives, Asset Management, Equity Derivatives, Fixed Income
Education
University of Rochester - Simon Business School 1986 — 1988
MBA, Finance
Jefferies & Company 2009 - Present
Merrill Lynch 1996 - 2009
Bankers Trust/Deutsche Bank 1994 - 1996
Skills
Capital Markets, Valuation, Derivatives, Asset Management, Equity Derivatives, Fixed Income
Education
University of Rochester - Simon Business School 1986 — 1988
MBA, Finance
Ryan Stuckert's Jefferies & Company Experience July 2008 - June 2010
Job Vice President at Siguler Guff & Company
Industry Investment Management
Experience
Siguler Guff & Company April 2015 - Present
Siguler Guff & Company August 2010 - April 2015
Jefferies & Company July 2008 - June 2010
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Equities, Due Diligence, Venture Capital, Capital Markets, Hedge Funds, Emerging Markets, Capital IQ, LBO
Education
University of Pennsylvania 2004 — 2008
BSE, Bioengineering
University of Pennsylvania - The Wharton School 2004 — 2008
BSE, Finance
Siguler Guff & Company April 2015 - Present
Siguler Guff & Company August 2010 - April 2015
Jefferies & Company July 2008 - June 2010
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Equities, Due Diligence, Venture Capital, Capital Markets, Hedge Funds, Emerging Markets, Capital IQ, LBO
Education
University of Pennsylvania 2004 — 2008
BSE, Bioengineering
University of Pennsylvania - The Wharton School 2004 — 2008
BSE, Finance
David Mader's Jefferies & Company Experience January 2010 - July 2011
Job Senior Analyst at Infrastructure Capital Management, LLC
Industry Financial Services
Experience
Infrastructure Capital Management, LLC September 2012 - Present
Wexford Capital July 2011 - February 2012
Jefferies & Company January 2010 - July 2011
Bank of Ireland June 2008 - January 2010
Education
University of Pennsylvania 2005 — 2008
BA, Philosophy, Politics, and Economics
Infrastructure Capital Management, LLC September 2012 - Present
Wexford Capital July 2011 - February 2012
Jefferies & Company January 2010 - July 2011
Bank of Ireland June 2008 - January 2010
Education
University of Pennsylvania 2005 — 2008
BA, Philosophy, Politics, and Economics
Bob Renn's Jefferies & Company Experience senior vpJefferies an Co.2008 - Present
Job senior vp sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company senior vpJefferies an Co.2008 - Present
jefferies and co. 2008 - 2011
Education
USC
BA, Economics
Jefferies & Company senior vpJefferies an Co.2008 - Present
jefferies and co. 2008 - 2011
Education
USC
BA, Economics
James Kehler's Jefferies & Company Experience June 2012 - August 2012
Job Commercial Mortgage Associate at Wells Fargo
Industry Real Estate
Experience
Wells Fargo February 2015 - Present
Wells Fargo July 2013 - February 2015
Jefferies & Company June 2012 - August 2012
Citi Capital Advisors June 2011 - August 2011
Imperial Capital June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Real Estate
Wells Fargo February 2015 - Present
Wells Fargo July 2013 - February 2015
Jefferies & Company June 2012 - August 2012
Citi Capital Advisors June 2011 - August 2011
Imperial Capital June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Real Estate
Angelina Lok's Jefferies & Company Experience January 2011 - Present
Job Senior Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies January 2015 - Present
Jefferies LLC December 2013 - Present
Jefferies & Company January 2011 - Present
Skills
Capital Markets, LBO, Investment Banking, Valuation, Bloomberg, Fixed Income, Private Equity, Leveraged Finance, Investments, Equities, Hedge Funds, High Yield, Financial Modeling, Strategy, Corporate Development
Education
University of Pennsylvania - The Wharton School 2000 — 2004
BS Economics, Finance
Jefferies January 2015 - Present
Jefferies LLC December 2013 - Present
Jefferies & Company January 2011 - Present
Skills
Capital Markets, LBO, Investment Banking, Valuation, Bloomberg, Fixed Income, Private Equity, Leveraged Finance, Investments, Equities, Hedge Funds, High Yield, Financial Modeling, Strategy, Corporate Development
Education
University of Pennsylvania - The Wharton School 2000 — 2004
BS Economics, Finance
Bradley Oswald's Jefferies & Company Experience June 2005 - August 2007
Job SVP Lightfoot Capital / SVP, Chief Financial Officer and Treasurer at Arc Logistics Partners GP LLC
Industry Financial Services
Experience
Arc Logistics Partners GP LLC November 2013 - Present
Lightfoot Capital Partners January 2011 - Present
Lightfoot Capital Partners August 2007 - January 2011
Jefferies & Company June 2005 - August 2007
Skills
Investment Banking, Financial Modeling, Valuation, Equities, LBO, Capital Markets, Private Equity, Bloomberg, Corporate Finance, Equity Research, Hedge Funds, High Yield, Oil & Gas Industry, Midstream, Infrastructure Investing, Management, Operational Analysis...
Education
University of Richmond - Robins School of Business 2001 — 2005
Bachelors of Science, Finance and Accounting
Indian Hill, Cincinnati, OH 1997 — 2001
Arc Logistics Partners GP LLC November 2013 - Present
Lightfoot Capital Partners January 2011 - Present
Lightfoot Capital Partners August 2007 - January 2011
Jefferies & Company June 2005 - August 2007
Skills
Investment Banking, Financial Modeling, Valuation, Equities, LBO, Capital Markets, Private Equity, Bloomberg, Corporate Finance, Equity Research, Hedge Funds, High Yield, Oil & Gas Industry, Midstream, Infrastructure Investing, Management, Operational Analysis...
Education
University of Richmond - Robins School of Business 2001 — 2005
Bachelors of Science, Finance and Accounting
Indian Hill, Cincinnati, OH 1997 — 2001
Nick Amigone's Jefferies & Company Experience August 2002 - August 2004
Job Principal at Amulet Capital Partners
Industry Venture Capital & Private Equity
Experience
Amulet Capital Partners June 2015 - Present
Willett Advisors August 2013 - June 2015
MatlinPatterson Global Advisers February 2006 - August 2013
Palladium Equity Partners 2004 - 2006
Jefferies & Company August 2002 - August 2004
Education
University of Pennsylvania 1998 — 2002
BA, BS, International Studies and Business
Nichols School 1994 — 1998
Amulet Capital Partners June 2015 - Present
Willett Advisors August 2013 - June 2015
MatlinPatterson Global Advisers February 2006 - August 2013
Palladium Equity Partners 2004 - 2006
Jefferies & Company August 2002 - August 2004
Education
University of Pennsylvania 1998 — 2002
BA, BS, International Studies and Business
Nichols School 1994 — 1998
Jasson Cohen's Jefferies & Company Experience 2004 - Present
Job Managing Director at Jefferies LLC
Industry Investment Banking
Experience
Jefferies & Company 2004 - Present
Broadview International 1999 - 2003
Skills
Venture Capital, Investment Banking, LBO, Private Placements, Corporate Development
Education
University of Pennsylvania 1995 — 1999
BA, Economics
Jefferies & Company 2004 - Present
Broadview International 1999 - 2003
Skills
Venture Capital, Investment Banking, LBO, Private Placements, Corporate Development
Education
University of Pennsylvania 1995 — 1999
BA, Economics
Robert Hsia's Jefferies & Company Experience October 2011 - June 2015
Job Vice President, Rates Trading at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company October 2011 - June 2015
Goldman Sachs April 2007 - October 2011
Union Tech January 2004 - April 2007
Credit Suisse April 2003 - October 2003
Mars & Co. April 2001 - April 2003
Skills
Bloomberg, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Hedge Funds, Equities, Investment Banking, Fixed Income, Private Equity, Derivatives, Financial Analysis
Education
University of Pennsylvania 1995 — 2000
BS Economics & BS Systems Engineering
Jefferies & Company October 2011 - June 2015
Goldman Sachs April 2007 - October 2011
Union Tech January 2004 - April 2007
Credit Suisse April 2003 - October 2003
Mars & Co. April 2001 - April 2003
Skills
Bloomberg, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Hedge Funds, Equities, Investment Banking, Fixed Income, Private Equity, Derivatives, Financial Analysis
Education
University of Pennsylvania 1995 — 2000
BS Economics & BS Systems Engineering
Kyle Grace's Jefferies & Company Experience July 2013 - July 2014
Job Private Equity Associate at Halyard Capital
Industry Investment Banking
Experience
Halyard Capital July 2014 - Present
Jefferies & Company July 2013 - July 2014
Cowen and Company June 2012 - July 2013
Cowen and Company March 2011 - July 2012
Skills
Financial Modeling, Valuation, Capital IQ, Chartered Financial..., Bloomberg, CFA Level III Candidate, Series 63, Investment Banking, Equity Valuation, Equities, Fixed Income, Financial Analysis, Mergers, DCF
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science (BS), Finance/Economics
Council Rock
Council Rock
University of Richmond - Robins School of Business
Halyard Capital July 2014 - Present
Jefferies & Company July 2013 - July 2014
Cowen and Company June 2012 - July 2013
Cowen and Company March 2011 - July 2012
Skills
Financial Modeling, Valuation, Capital IQ, Chartered Financial..., Bloomberg, CFA Level III Candidate, Series 63, Investment Banking, Equity Valuation, Equities, Fixed Income, Financial Analysis, Mergers, DCF
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science (BS), Finance/Economics
Council Rock
Council Rock
University of Richmond - Robins School of Business
Jason Greco's Jefferies & Company Experience July 2007 - February 2011
Job Investment Banking Vice President at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill February 2011 - Present
Jefferies & Company July 2007 - February 2011
Skills
Investment Banking, Asset Management, Valuation, Financial Advisory, Financial Modeling, Capital Markets
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BSE, Finance, Statistics, Mathematics
Sandler O'Neill February 2011 - Present
Jefferies & Company July 2007 - February 2011
Skills
Investment Banking, Asset Management, Valuation, Financial Advisory, Financial Modeling, Capital Markets
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BSE, Finance, Statistics, Mathematics
Robert Basic's Jefferies & Company Experience 2005 - 2010
Job Experienced Finance Professional
Industry Financial Services
Experience
Jefferies & Company 2005 - 2010
Jefferies & Company 2001 - 2005
Jefferies & Company 1998 - 2001
Education
University of Pennsylvania - The Wharton School 1994 — 1998
B.S., Finance and Accounting
Jefferies & Company 2005 - 2010
Jefferies & Company 2001 - 2005
Jefferies & Company 1998 - 2001
Education
University of Pennsylvania - The Wharton School 1994 — 1998
B.S., Finance and Accounting
Alex Batlle's Jefferies & Company Experience 2000 - 2002
Job M&A at HYENA CAPITAL
Industry Financial Services
Experience
ACM Capital Partners 2011 - Present
HYENA CAPITAL January 2006 - Present
Boyne Capital Partners 2007 - 2011
Brown Jordan International 2005 - 2006
Avborne, Inc 2003 - 2004
Jefferies & Company 2000 - 2002
Skills
LBO, Financial Modeling, Corporate Development, Valuation, Private Equity, Mergers & Acquisitions, Strategic Planning, Strategy, Structured Finance, Financial Analysis, Due Diligence, Corporate Finance, Investments, Investment Banking, Finance, Executive Management, Capital Markets, Management Consulting, Strategic Financial..., Banking, Portfolio Management, Financial Reporting
Education
University of Pennsylvania - The Wharton School 1997 — 2000
Bachelor of Science in Economics, Concentration in Finance
ACM Capital Partners 2011 - Present
HYENA CAPITAL January 2006 - Present
Boyne Capital Partners 2007 - 2011
Brown Jordan International 2005 - 2006
Avborne, Inc 2003 - 2004
Jefferies & Company 2000 - 2002
Skills
LBO, Financial Modeling, Corporate Development, Valuation, Private Equity, Mergers & Acquisitions, Strategic Planning, Strategy, Structured Finance, Financial Analysis, Due Diligence, Corporate Finance, Investments, Investment Banking, Finance, Executive Management, Capital Markets, Management Consulting, Strategic Financial..., Banking, Portfolio Management, Financial Reporting
Education
University of Pennsylvania - The Wharton School 1997 — 2000
Bachelor of Science in Economics, Concentration in Finance
Ronny Grunwald's Jefferies & Company Experience 2005 - 2008
Job Principal at First Bridge
Industry Venture Capital & Private Equity
Experience
First Bridge 2009 - Present
NS Ventures October 2014 - May 2015
IESE Business School - Boston Consulting Group 2008 - 2009
Jefferies & Company 2005 - 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Equities, Private Equity, Emerging Markets, Investments, Due Diligence, LBO, Venture Capital, Mergers & Acquisitions, Leveraged Finance, Finance
Education
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science, Economics (Finance/Management)
First Bridge 2009 - Present
NS Ventures October 2014 - May 2015
IESE Business School - Boston Consulting Group 2008 - 2009
Jefferies & Company 2005 - 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Equities, Private Equity, Emerging Markets, Investments, Due Diligence, LBO, Venture Capital, Mergers & Acquisitions, Leveraged Finance, Finance
Education
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science, Economics (Finance/Management)
PJ Heyer's Jefferies & Company Experience July 2011 - July 2013
Job Associate
Industry Investment Banking
Experience
The Carlyle Group August 2013 - Present
Jefferies & Company July 2011 - July 2013
Jefferies & Company June 2010 - August 2010
Lockheed Martin June 2009 - August 2009
Lux Capital June 2007 - August 2007
Education
University of Pennsylvania 2007 — 2011
BS Economics, BS Engineering, Finance, Materials Science & Engineering
Horace Mann School 2004 — 2007
The Carlyle Group August 2013 - Present
Jefferies & Company July 2011 - July 2013
Jefferies & Company June 2010 - August 2010
Lockheed Martin June 2009 - August 2009
Lux Capital June 2007 - August 2007
Education
University of Pennsylvania 2007 — 2011
BS Economics, BS Engineering, Finance, Materials Science & Engineering
Horace Mann School 2004 — 2007
Griffin Rotman's Jefferies & Company Experience June 2010 - August 2010
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2011 - Present
Jefferies & Company June 2010 - August 2010
Centre Partners July 2009 - August 2009
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Economics
RBC Capital Markets July 2011 - Present
Jefferies & Company June 2010 - August 2010
Centre Partners July 2009 - August 2009
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Economics
Jack Basavaiah's Jefferies & Company Experience 1997 - 1999
Job Senior Portfolio Manager at Spectra Financial Group
Industry Investment Management
Experience
Spectra Financial Group 1999 - Present
Jefferies & Company 1997 - 1999
Education
University of Pennsylvania 1993 — 1997
Spectra Financial Group 1999 - Present
Jefferies & Company 1997 - 1999
Education
University of Pennsylvania 1993 — 1997
Jim Carmack's Jefferies & Company Experience January 2008 - December 2010
Job Jim Carmack & Associates
Industry Financial Services
Experience
Imperial Capital Group, LLC September 2011 - February 2015
Jefferies & Company January 2008 - December 2010
Jefferies & Company June 2006 - December 2010
Jefferies & Company January 2003 - June 2006
Jefferies & Company January 2002 - January 2003
Jefferies and Company January 1984 - January 2002
Shearson/American Express January 1982 - January 1984
Skills
Equities, Equity Research, Equity Trading, Capital Markets, Sales Management, Expert Witness, Strategic Consulting, Board of Directors, Non-profit Board..., Executive Search, Hedge Funds, Trading, Investments
Education
University of Southern California 1982 — 1982
Masters, Business Administration
University of Southern California
Bachelor, Science Business
Imperial Capital Group, LLC September 2011 - February 2015
Jefferies & Company January 2008 - December 2010
Jefferies & Company June 2006 - December 2010
Jefferies & Company January 2003 - June 2006
Jefferies & Company January 2002 - January 2003
Jefferies and Company January 1984 - January 2002
Shearson/American Express January 1982 - January 1984
Skills
Equities, Equity Research, Equity Trading, Capital Markets, Sales Management, Expert Witness, Strategic Consulting, Board of Directors, Non-profit Board..., Executive Search, Hedge Funds, Trading, Investments
Education
University of Southern California 1982 — 1982
Masters, Business Administration
University of Southern California
Bachelor, Science Business
Patrick Neal's Jefferies & Company Experience 2007 - 2011
Job CoHead of Equity Sales at Wells Fargo
Industry Investment Management
Experience
Wells Fargo CEO/CIOTreePoint Capital ManagementMay 2011 - January 2013
Jefferies & Company 2007 - 2011
Bank of America 2005 - 2007
Susquehanna International Group 2000 - 2005
BNP Cooper Neff Group 1999 - 2000
Skills
Equity Derivatives, Market Making, Equities, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equity Trading, Fixed Income, Hedge Funds, Options, Trading, Trading Systems
Education
University of Pennsylvania 1995 — 1999
BA, Biology, Minor Psychology
Wells Fargo CEO/CIOTreePoint Capital ManagementMay 2011 - January 2013
Jefferies & Company 2007 - 2011
Bank of America 2005 - 2007
Susquehanna International Group 2000 - 2005
BNP Cooper Neff Group 1999 - 2000
Skills
Equity Derivatives, Market Making, Equities, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equity Trading, Fixed Income, Hedge Funds, Options, Trading, Trading Systems
Education
University of Pennsylvania 1995 — 1999
BA, Biology, Minor Psychology
Jason Ford's Jefferies & Company Experience March 2007 - December 2014
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank January 2015 - Present
Jefferies & Company March 2007 - December 2014
Wachovia, A Wells Fargo Company September 2003 - March 2007
Merrill Lynch 1997 - 2003
Bankers Trust October 1994 - September 1997
Skills
Equities, Trading Systems, Derivatives, Capital Markets, Electronic Trading, Equity Derivatives, Trading, Options, Market Data, Financial Markets, Equity Trading, Structured Products, Securities, Swaps, Banking, Information Technology, VBA, Trading System, Financial Engineering, Risk Management, Corporate Actions, Exchange Connectivity, Financial Services, Hedging, ETFs, Market Risk, Middle Office, C++, Visual C++, C#, Visual C#, Microsoft Technologies, Programming, Technology Management, Realtime Programming, Low Latency, Sybase, Financial Risk, Investment Banking, Fixed Income, FX Options, Credit Derivatives, Business Analysis
Education
Reading University 1989 — 1992
Bs, Math
Deutsche Bank January 2015 - Present
Jefferies & Company March 2007 - December 2014
Wachovia, A Wells Fargo Company September 2003 - March 2007
Merrill Lynch 1997 - 2003
Bankers Trust October 1994 - September 1997
Skills
Equities, Trading Systems, Derivatives, Capital Markets, Electronic Trading, Equity Derivatives, Trading, Options, Market Data, Financial Markets, Equity Trading, Structured Products, Securities, Swaps, Banking, Information Technology, VBA, Trading System, Financial Engineering, Risk Management, Corporate Actions, Exchange Connectivity, Financial Services, Hedging, ETFs, Market Risk, Middle Office, C++, Visual C++, C#, Visual C#, Microsoft Technologies, Programming, Technology Management, Realtime Programming, Low Latency, Sybase, Financial Risk, Investment Banking, Fixed Income, FX Options, Credit Derivatives, Business Analysis
Education
Reading University 1989 — 1992
Bs, Math
Ryan Denholm's Jefferies & Company Experience July 2009 - June 2011
Job Finance Associate at Pro Mujer
Industry Nonprofit Organization Management
Experience
Pro Mujer August 2011 - Present
Jefferies & Company July 2009 - June 2011
Skills
Microfinance, Investment Banking, Spanish-speaking, Financial Analysis, Financial Modeling
Education
University of Pennsylvania 2004 — 2009
Bachelor of Arts (BA), Hispanic Studies
University of Pennsylvania - The Wharton School 2004 — 2009
Bachelor of Science (BS), Finance
Pro Mujer August 2011 - Present
Jefferies & Company July 2009 - June 2011
Skills
Microfinance, Investment Banking, Spanish-speaking, Financial Analysis, Financial Modeling
Education
University of Pennsylvania 2004 — 2009
Bachelor of Arts (BA), Hispanic Studies
University of Pennsylvania - The Wharton School 2004 — 2009
Bachelor of Science (BS), Finance
Jeffrey Tillus's Jefferies & Company Experience June 2011 - August 2011
Job
Industry Pharmaceuticals
Experience
Clinton Health Access Initiative January 2014 - Present
Clinton Health Access Initiative June 2013 - December 2013
Partners In Health June 2012 - August 2013
Fels Institute of Government & Harvard University Institute of Politics November 2011 - April 2012
Jefferies & Company June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Economics
Clinton Health Access Initiative January 2014 - Present
Clinton Health Access Initiative June 2013 - December 2013
Partners In Health June 2012 - August 2013
Fels Institute of Government & Harvard University Institute of Politics November 2011 - April 2012
Jefferies & Company June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS