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
Scott Kirschner Scott Kirschner's Jefferies & Company Experience May 2012 - August 2012
Job Senior Investment Analyst at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group July 2013 - Present
Jefferies & Company May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Microsoft Office
Education
Boston College - Carroll School of Management 2009 — 2013
BS, Finance, Economics, Information Systems
Prudential Capital Group July 2013 - Present
Jefferies & Company May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Microsoft Office
Education
Boston College - Carroll School of Management 2009 — 2013
BS, Finance, Economics, Information Systems
Matt Rich Matt Rich's Jefferies & Company Experience July 2006 - April 2008
Job
Industry Investment Banking
Experience
Larkspur Capital Corporation Portfolio Company 2011 - Present
Landmark Ventures September 2009 - 2011
Larkspur Capital Corporation May 2008 - September 2009
Jefferies & Company July 2006 - April 2008
Cardinal Health May 2003 - August 2005
Baxter Healthcare March 2002 - May 2003
Skills
Mergers, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Investment Banking, Private Placements, Corporate Finance, Private Equity, Start-ups, Entrepreneurship, Business Strategy, Competitive Analysis, Forecasting, Email
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance, Strategy
Brigham Young University 1991 — 1998
B.S., Business/Finance
New Trier High School 1988 — 1991
Larkspur Capital Corporation Portfolio Company 2011 - Present
Landmark Ventures September 2009 - 2011
Larkspur Capital Corporation May 2008 - September 2009
Jefferies & Company July 2006 - April 2008
Cardinal Health May 2003 - August 2005
Baxter Healthcare March 2002 - May 2003
Skills
Mergers, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Investment Banking, Private Placements, Corporate Finance, Private Equity, Start-ups, Entrepreneurship, Business Strategy, Competitive Analysis, Forecasting, Email
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance, Strategy
Brigham Young University 1991 — 1998
B.S., Business/Finance
New Trier High School 1988 — 1991
Michael Leydon Michael Leydon's Jefferies & Company Experience November 2006 - March 2011
Job Managing Director of Operations at oneZero Financial Systems
Industry Financial Services
Experience
oneZero Financial Systems April 2012 - Present
Gleacher & Company March 2011 - March 2012
Jefferies & Company November 2006 - March 2011
Sun Life Financial 2005 - 2006
Skills
Trading Systems, Market Data, Equity Trading, Electronic Trading, Data Center, Equities, Trading, Financial Markets, Fixed Income, Options, Derivatives, Capital Markets, Bloomberg, Investment Banking, Low Latency, Back Office, Foreign Exchange, Financial Services, Management
Education
Worcester Polytechnic Institute 1997 — 2001
Boston Latin School 1990 — 1997
oneZero Financial Systems April 2012 - Present
Gleacher & Company March 2011 - March 2012
Jefferies & Company November 2006 - March 2011
Sun Life Financial 2005 - 2006
Skills
Trading Systems, Market Data, Equity Trading, Electronic Trading, Data Center, Equities, Trading, Financial Markets, Fixed Income, Options, Derivatives, Capital Markets, Bloomberg, Investment Banking, Low Latency, Back Office, Foreign Exchange, Financial Services, Management
Education
Worcester Polytechnic Institute 1997 — 2001
Boston Latin School 1990 — 1997
Alex Woolford Alex Woolford's Jefferies & Company Experience June 2011 - August 2011
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet June 2015 - Present
Octagon April 2014 - May 2015
NBCUniversal, Inc. September 2013 - April 2014
Jefferies & Company June 2011 - August 2011
Skills
Sports Writing, Research, Marketing, New Media, Mandarin, Social Media, New Business Development, PowerPoint, Sports Marketing, TV Production, Radio Broadcasting, Fundraising, Sales, Strategy, Business Analytics, Economics, Finance, Financial Accounting
Education
HBX: Harvard Business School 2015 — 2015
Core: Credential of Readiness
Colorado College 2009 — 2013
Bachelor's Degree, History
Choate Rosemary Hall 2006 — 2009
High School
FactSet June 2015 - Present
Octagon April 2014 - May 2015
NBCUniversal, Inc. September 2013 - April 2014
Jefferies & Company June 2011 - August 2011
Skills
Sports Writing, Research, Marketing, New Media, Mandarin, Social Media, New Business Development, PowerPoint, Sports Marketing, TV Production, Radio Broadcasting, Fundraising, Sales, Strategy, Business Analytics, Economics, Finance, Financial Accounting
Education
HBX: Harvard Business School 2015 — 2015
Core: Credential of Readiness
Colorado College 2009 — 2013
Bachelor's Degree, History
Choate Rosemary Hall 2006 — 2009
High School
Kerry Stevens Kerry Stevens's Jefferies & Company Experience May 2012 - April 2013
Job Risk/Quantitative Research at UBS A&Q Fund of Hedge Funds (FoHF)
Industry Investment Banking
Experience
UBS Global Asset Management April 2013 - Present
Jefferies & Company May 2012 - April 2013
Argonne National Laboratory. May 2011 - July 2011
MIT Lincoln Laboratory July 2007 - July 2009
Raytheon April 2002 - July 2007
Skills
Financial Modeling, Hedge Funds, Derivatives, Matlab, C++, Java, Parallel Programming, Stochastic Processes, Partial Differential..., Markov Chains, Bayesian networks, Machine Learning, UI Automation, Process Automation, User Interface..., Data Mining, Statistical Data..., C, C#, Probability Theory, Monte Carlo, Signal Processing, Alternative Investments, Quantitative Finance, Monte Carlo Simulation
Education
Columbia University in the City of New York 2010 — 2013
Master of Philosophy (MPhil), Applied Mathematics, 3.94
New York University 2011 — 2011
Mathematics, 3.87
Columbia University in the City of New York 2009 — 2010
Master's degree, Applied Mathematics, 3.95
Massachusetts Institute of Technology 2008 — 2008
Mathematics, 4.00
University of Southern California 2002 — 2004
Master of Science (MS), Electrical and Electronics Engineering, 3.52
California Polytechnic State University-San Luis Obispo 1996 — 2002
Bachelor of Science (BS), Mathematics
UBS Global Asset Management April 2013 - Present
Jefferies & Company May 2012 - April 2013
Argonne National Laboratory. May 2011 - July 2011
MIT Lincoln Laboratory July 2007 - July 2009
Raytheon April 2002 - July 2007
Skills
Financial Modeling, Hedge Funds, Derivatives, Matlab, C++, Java, Parallel Programming, Stochastic Processes, Partial Differential..., Markov Chains, Bayesian networks, Machine Learning, UI Automation, Process Automation, User Interface..., Data Mining, Statistical Data..., C, C#, Probability Theory, Monte Carlo, Signal Processing, Alternative Investments, Quantitative Finance, Monte Carlo Simulation
Education
Columbia University in the City of New York 2010 — 2013
Master of Philosophy (MPhil), Applied Mathematics, 3.94
New York University 2011 — 2011
Mathematics, 3.87
Columbia University in the City of New York 2009 — 2010
Master's degree, Applied Mathematics, 3.95
Massachusetts Institute of Technology 2008 — 2008
Mathematics, 4.00
University of Southern California 2002 — 2004
Master of Science (MS), Electrical and Electronics Engineering, 3.52
California Polytechnic State University-San Luis Obispo 1996 — 2002
Bachelor of Science (BS), Mathematics
Michael Bisignani Michael Bisignani's Jefferies & Company Experience 2007 - 2007
Job Chief Technology Officer at Essextec
Industry Information Technology and Services
Experience
Essextec May 2015 - Present
Gemini Systems September 1993 - May 2015
Gemini Systems January 1997 - September 2013
On Deck Capital, Inc. 2012 - 2012
FINRA December 2007 - June 2008
Jefferies & Company 2007 - 2007
Jefferies & Company 2007 - 2007
Jefferies & Company 2006 - 2007
NYSE 1996 - 2005
Institute of Culinary Education 2002 - 2004
Skills
Enterprise Software, IT Strategy, Architecture, High Performance..., Enterprise Architecture, Semantic Technologies, ASP.NET, SOA, Cloud Computing, Enterprise Content..., Solution Architecture
Education
City University of New York-Hunter College 1990 — 2003
non degree, Classical Latin
Mercy College 1986 — 1990
BS Math/Computer Science - Summa Cum Laude, Math, Computer Science
Liceo Scientifico - Scorza- , Cosenza, ITALY 1982 — 1986
Diploma di Maturita' 60/60, Math, Classical Latin, Sciences, English
Essextec May 2015 - Present
Gemini Systems September 1993 - May 2015
Gemini Systems January 1997 - September 2013
On Deck Capital, Inc. 2012 - 2012
FINRA December 2007 - June 2008
Jefferies & Company 2007 - 2007
Jefferies & Company 2007 - 2007
Jefferies & Company 2006 - 2007
NYSE 1996 - 2005
Institute of Culinary Education 2002 - 2004
Skills
Enterprise Software, IT Strategy, Architecture, High Performance..., Enterprise Architecture, Semantic Technologies, ASP.NET, SOA, Cloud Computing, Enterprise Content..., Solution Architecture
Education
City University of New York-Hunter College 1990 — 2003
non degree, Classical Latin
Mercy College 1986 — 1990
BS Math/Computer Science - Summa Cum Laude, Math, Computer Science
Liceo Scientifico - Scorza- , Cosenza, ITALY 1982 — 1986
Diploma di Maturita' 60/60, Math, Classical Latin, Sciences, English
John Ramos John Ramos's Jefferies & Company Experience February 2012 - April 2015
Job Vice President Société Générale
Industry Oil & Energy
Experience
Société Générale May 2015 - Present
Jefferies & Company February 2012 - April 2015
MF Global November 2005 - December 2011
Refco LLC December 1999 - November 2005
Skills
Hedging, Commodity, Risk Management, Trading, Analysis, Equity Trading, Deal Execution, Marketing Strategy, Commodity Markets, Hedge Funds, Investment Banking, Options, Trading Systems, Derivatives, Energy, Financial Markets, Bloomberg, Portfolio Management, Electronic Trading, Fixed Income, Securities, FX Options, Finance, Equities, Capital Markets
Education
City University of New York-College of Staten Island 2000 — 2005
BA, Business
Société Générale May 2015 - Present
Jefferies & Company February 2012 - April 2015
MF Global November 2005 - December 2011
Refco LLC December 1999 - November 2005
Skills
Hedging, Commodity, Risk Management, Trading, Analysis, Equity Trading, Deal Execution, Marketing Strategy, Commodity Markets, Hedge Funds, Investment Banking, Options, Trading Systems, Derivatives, Energy, Financial Markets, Bloomberg, Portfolio Management, Electronic Trading, Fixed Income, Securities, FX Options, Finance, Equities, Capital Markets
Education
City University of New York-College of Staten Island 2000 — 2005
BA, Business
David Milch's Jefferies & Company Experience October 2009 - July 2011
Job Acquisitions Associate at Building and Land Technology
Industry Real Estate
Experience
Building & Land Technology September 2014 - Present
Lefrak Organization June 2013 - August 2013
Capital Trust September 2011 - July 2012
Jefferies & Company October 2009 - July 2011
Houlihan Lokey July 2008 - October 2009
Credit Suisse:Real Estate Finance and Securitization Group June 2007 - August 2007
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Microsoft Office, Due Diligence, Corporate Finance, Asset Management, Bloomberg, Private Equity, Mergers, Acquisitions, Underwriting, REIT, Investments, Finance, Commercial Real Estate, Real Estate Development
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Brandeis University 2004 — 2008
Bachelor of Arts
Dalton School
Building & Land Technology September 2014 - Present
Lefrak Organization June 2013 - August 2013
Capital Trust September 2011 - July 2012
Jefferies & Company October 2009 - July 2011
Houlihan Lokey July 2008 - October 2009
Credit Suisse:Real Estate Finance and Securitization Group June 2007 - August 2007
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Microsoft Office, Due Diligence, Corporate Finance, Asset Management, Bloomberg, Private Equity, Mergers, Acquisitions, Underwriting, REIT, Investments, Finance, Commercial Real Estate, Real Estate Development
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Brandeis University 2004 — 2008
Bachelor of Arts
Dalton School
Shariq Syed Shariq Syed's Jefferies & Company Experience 2006 - 2008
Job Capital Director, Timshel
Industry Financial Services
Experience
Timshel 2014 - Present
Jones Lang LaSalle 2012 - 2014
Westbury Partners 2008 - 2011
Jefferies & Company 2006 - 2008
Skills
Private Equity, Venture Capital, Valuation, Corporate Development, Investment Banking, Financial Modeling, LBO, Due Diligence, Mergers & Acquisitions, Capital Markets, Equities, Emerging Markets, Corporate Finance, Hedge Funds, M&A experience, Investments, Private Placements, Leveraged Finance, Alternative Investments, IPO, Equity Research, Financial Structuring, Financial Analysis, Finance, Asset Management, Strategy, Strategic Financial..., Abdominal, Frying, Fundraising, Portfolio Management, Management, Securities, Investment Management, Strategic Planning
Education
Yale University - Yale School of Management
MBA, Finance & Strategy
Boston University
Bachelor of Arts (BA), Economics
E.L. Vandermulen HS
Timshel 2014 - Present
Jones Lang LaSalle 2012 - 2014
Westbury Partners 2008 - 2011
Jefferies & Company 2006 - 2008
Skills
Private Equity, Venture Capital, Valuation, Corporate Development, Investment Banking, Financial Modeling, LBO, Due Diligence, Mergers & Acquisitions, Capital Markets, Equities, Emerging Markets, Corporate Finance, Hedge Funds, M&A experience, Investments, Private Placements, Leveraged Finance, Alternative Investments, IPO, Equity Research, Financial Structuring, Financial Analysis, Finance, Asset Management, Strategy, Strategic Financial..., Abdominal, Frying, Fundraising, Portfolio Management, Management, Securities, Investment Management, Strategic Planning
Education
Yale University - Yale School of Management
MBA, Finance & Strategy
Boston University
Bachelor of Arts (BA), Economics
E.L. Vandermulen HS
Brandan Lingle Brandan Lingle's Jefferies & Company Experience March 2010 - August 2012
Job Director of Operations at Surgery Partners, LLC
Industry Hospital & Health Care
Experience
Surgery Partners, LLC January 2013 - Present
Jefferies & Company March 2010 - August 2012
UBS Investment Bank August 2009 - March 2010
UBS Investment Bank June 2008 - August 2008
UBS July 2005 - June 2007
UBS June 2004 - August 2004
Skills
Series 7, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Finance, General
Bucknell University 2001 — 2005
Bachelor of Arts (BA), Economics
Surgery Partners, LLC January 2013 - Present
Jefferies & Company March 2010 - August 2012
UBS Investment Bank August 2009 - March 2010
UBS Investment Bank June 2008 - August 2008
UBS July 2005 - June 2007
UBS June 2004 - August 2004
Skills
Series 7, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Finance, General
Bucknell University 2001 — 2005
Bachelor of Arts (BA), Economics
Benjamin H. Mohr, CFA Benjamin H. Mohr, CFA's Jefferies & Company Experience 2006 - 2008
Job Senior Research Analyst, Fixed Income at Marquette Associates
Industry Investment Management
Experience
Marquette Associates 2014 - Present
Beacon Bay Holdings 2012 - 2013
Creative Health Capital 2008 - 2011
Jefferies & Company 2006 - 2008
Morgan Stanley 2002 - 2005
Mitchell Madison Group 1999 - 2002
Skills
Private Equity, Capital Markets, Investment Management, Acquisitions, Financial Analysis
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration, Finance & Accounting
California Institute of Technology 1995 — 1999
Bachelor of Science, Economics
Marquette Associates 2014 - Present
Beacon Bay Holdings 2012 - 2013
Creative Health Capital 2008 - 2011
Jefferies & Company 2006 - 2008
Morgan Stanley 2002 - 2005
Mitchell Madison Group 1999 - 2002
Skills
Private Equity, Capital Markets, Investment Management, Acquisitions, Financial Analysis
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration, Finance & Accounting
California Institute of Technology 1995 — 1999
Bachelor of Science, Economics
Linda O'Kelly Linda O'Kelly's Jefferies & Company Experience December 2012 - February 2013
Job Virtusa Project Manager at BNPP
Industry Information Services
Experience
Virtusa January 2015 - Present
Newedge April 2014 - Present
Virtusa December 2010 - Present
Scotiabank March 2013 - November 2013
Jefferies & Company December 2012 - February 2013
BNP Paribas February 2012 - October 2012
Macquarie Group December 2010 - September 2011
Bank of America September 2008 - December 2010
BusinessEdge Solutions 2006 - 2008
PricewaterhouseCoopers 1999 - 2002
Skills
Project Management, Global Custody, Financial Services, Business Analysis, Trading, Fixed Income, Management, Management Consulting, Business Process..., Cash Management, SDLC, Program Management, Vendor Management, Project Portfolio..., PMO, Consulting, Risk Management, Strategy, Business Process
Education
California State University-Chico 1975 — 1978
BS, Finance
Villanova University 2011 — 2012
PMP, Project Management
Virtusa January 2015 - Present
Newedge April 2014 - Present
Virtusa December 2010 - Present
Scotiabank March 2013 - November 2013
Jefferies & Company December 2012 - February 2013
BNP Paribas February 2012 - October 2012
Macquarie Group December 2010 - September 2011
Bank of America September 2008 - December 2010
BusinessEdge Solutions 2006 - 2008
PricewaterhouseCoopers 1999 - 2002
Skills
Project Management, Global Custody, Financial Services, Business Analysis, Trading, Fixed Income, Management, Management Consulting, Business Process..., Cash Management, SDLC, Program Management, Vendor Management, Project Portfolio..., PMO, Consulting, Risk Management, Strategy, Business Process
Education
California State University-Chico 1975 — 1978
BS, Finance
Villanova University 2011 — 2012
PMP, Project Management
Avi Goodman Avi Goodman's Jefferies & Company Experience 2009 - 2010
Job Orthopaedic Surgery Resident at Brown University / Rhode Island Hospital
Industry Medical Practice
Experience
Brown University / Rhode Island Hospital June 2014 - Present
OttoClave 2012 - Present
Case Western Reserve University School of Medicine July 2010 - May 2014
University Hospitals of Cleveland 2012 - 2014
Cleveland Clinic 2010 - 2013
Jefferies & Company 2009 - 2010
UC Davis September 2008 - June 2009
California HealthCare Foundation May 2008 - June 2009
UC Davis September 2005 - June 2009
UC Davis January 2008 - June 2008
Education
Case Western Reserve University School of Medicine 2010 — 2014
Doctor of Medicine (MD)
University of California, Davis 2005 — 2009
B.S., Biomedical Engineering
University of KwaZulu-Natal 2007 — 2007
The College Preparatory School 2001 — 2005
High School
Brown University / Rhode Island Hospital June 2014 - Present
OttoClave 2012 - Present
Case Western Reserve University School of Medicine July 2010 - May 2014
University Hospitals of Cleveland 2012 - 2014
Cleveland Clinic 2010 - 2013
Jefferies & Company 2009 - 2010
UC Davis September 2008 - June 2009
California HealthCare Foundation May 2008 - June 2009
UC Davis September 2005 - June 2009
UC Davis January 2008 - June 2008
Education
Case Western Reserve University School of Medicine 2010 — 2014
Doctor of Medicine (MD)
University of California, Davis 2005 — 2009
B.S., Biomedical Engineering
University of KwaZulu-Natal 2007 — 2007
The College Preparatory School 2001 — 2005
High School
Yassin Knocke Yassin Knocke's Jefferies & Company Experience January 2009 - May 2009
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2014 - Present
The Wharton School July 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Precise Investment April 2013 - June 2013
Nomura December 2009 - July 2012
Deloitte & Touche July 2009 - November 2009
Jefferies & Company January 2009 - May 2009
Dresdner Kleinwort January 2008 - February 2008
Dresdner Kleinwort March 2007 - July 2007
SAP November 2005 - October 2006
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Capital Markets, M&A experience, Financial Institutions, Asset Managment, Insurance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Finance & Management
Universität Mannheim 2003 — 2008
Diplom-Kaufmann (MSc in Management), Finance, Accounting & Statistics
California State University-Fullerton 2007 — 2007
Exchange Student, Finance & Statistics
Helmholtz Gymnasium
Helmholtz Gymnasium
Helmholtz Gymnasium
J.P. Morgan July 2014 - Present
The Wharton School July 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Precise Investment April 2013 - June 2013
Nomura December 2009 - July 2012
Deloitte & Touche July 2009 - November 2009
Jefferies & Company January 2009 - May 2009
Dresdner Kleinwort January 2008 - February 2008
Dresdner Kleinwort March 2007 - July 2007
SAP November 2005 - October 2006
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Capital Markets, M&A experience, Financial Institutions, Asset Managment, Insurance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Finance & Management
Universität Mannheim 2003 — 2008
Diplom-Kaufmann (MSc in Management), Finance, Accounting & Statistics
California State University-Fullerton 2007 — 2007
Exchange Student, Finance & Statistics
Helmholtz Gymnasium
Helmholtz Gymnasium
Helmholtz Gymnasium
Stanley Chao Stanley Chao's Jefferies & Company Experience 2009 - 2011
Job
Industry Banking
Experience
UBS Investment Bank 2011 - 2011
Jefferies & Company 2009 - 2011
Morgan Stanley 2007 - 2009
Deutsche Bank 2000 - 2007
Skills
Investment Advisory, Structured Finance, Loans, Portfolio Management, Due Diligence, Financial Structuring, Financial Modeling, Securitization, Credit Risk, Banking, Financial Analysis
Education
Carnegie Mellon University
BS, Economics and Industrial Management
UBS Investment Bank 2011 - 2011
Jefferies & Company 2009 - 2011
Morgan Stanley 2007 - 2009
Deutsche Bank 2000 - 2007
Skills
Investment Advisory, Structured Finance, Loans, Portfolio Management, Due Diligence, Financial Structuring, Financial Modeling, Securitization, Credit Risk, Banking, Financial Analysis
Education
Carnegie Mellon University
BS, Economics and Industrial Management
Gabriel Ma's Jefferies & Company Experience April 2013 - Present
Job QA Analyst at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company April 2013 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Java
Education
Boston University 2008 — 2012
Bachelor of Arts (B.A.), Computer Science
Jefferies & Company April 2013 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Java
Education
Boston University 2008 — 2012
Bachelor of Arts (B.A.), Computer Science
Jonah Glick Jonah Glick's Jefferies & Company Experience July 2006 - June 2009
Job Vice President at Enhanced Capital Partners
Industry Venture Capital & Private Equity
Experience
Enhanced Capital June 2011 - Present
Woodlawn Partners October 2010 - May 2011
TechnoServe September 2009 - April 2010
Jefferies & Company July 2006 - June 2009
Skills
Private Equity, Financial Modeling, Valuation, Venture Capital, Investment Banking, Due Diligence, Corporate Finance, Corporate Development, Capital Markets, Mergers, Financial Analysis, LBO, Investments, Entrepreneurship, Business Strategy, Emerging Markets
Education
University of Chicago Booth School of Business 2010 — 2012
MBA, Finance and Entrepreneurship
Washington University in St. Louis 2002 — 2006
BA, Cum Laude, Finance and Political Science
City University of Hong Kong 2005 — 2005
Study Abroad, Finance and Economics
Enhanced Capital June 2011 - Present
Woodlawn Partners October 2010 - May 2011
TechnoServe September 2009 - April 2010
Jefferies & Company July 2006 - June 2009
Skills
Private Equity, Financial Modeling, Valuation, Venture Capital, Investment Banking, Due Diligence, Corporate Finance, Corporate Development, Capital Markets, Mergers, Financial Analysis, LBO, Investments, Entrepreneurship, Business Strategy, Emerging Markets
Education
University of Chicago Booth School of Business 2010 — 2012
MBA, Finance and Entrepreneurship
Washington University in St. Louis 2002 — 2006
BA, Cum Laude, Finance and Political Science
City University of Hong Kong 2005 — 2005
Study Abroad, Finance and Economics
Robert Sinisi Robert Sinisi's Jefferies & Company Experience May 2013 - August 2013
Job Analyst at J. Goldman & Co., L.P.
Industry Financial Services
Experience
J. Goldman & Co., L.P. September 2015 - Present
Jefferies LLC July 2014 - August 2015
Boston College September 2012 - May 2014
Jefferies & Company May 2013 - August 2013
Jump Ramp Ventures June 2012 - September 2012
Federal Reserve System September 2008 - June 2010
Skills
Derivatives, Fixed Income, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, Investment Banking, Corporate Finance, Private Equity
Education
Boston College - Carroll School of Management 2010 — 2014
B.S. Magna Cum Laude, Finance
London School of Economics and Political Science 2012 — 2012
Fixed Income Securities, Capital Markets, and the Macro Economy
J. Goldman & Co., L.P. September 2015 - Present
Jefferies LLC July 2014 - August 2015
Boston College September 2012 - May 2014
Jefferies & Company May 2013 - August 2013
Jump Ramp Ventures June 2012 - September 2012
Federal Reserve System September 2008 - June 2010
Skills
Derivatives, Fixed Income, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, Investment Banking, Corporate Finance, Private Equity
Education
Boston College - Carroll School of Management 2010 — 2014
B.S. Magna Cum Laude, Finance
London School of Economics and Political Science 2012 — 2012
Fixed Income Securities, Capital Markets, and the Macro Economy
Thomas DiDonato Thomas DiDonato's Jefferies & Company Experience July 2012 - July 2014
Job Senior Analyst, Corporate M&A at PepsiCo
Industry Consumer Goods
Jeriel Ong Jeriel Ong's Jefferies & Company Experience 2013 - 2014
Job Equity Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2014 - Present
Jefferies & Company 2013 - 2014
Ocean Tomo 2012 - 2013
Guggenheim Partners 2011 - 2011
Education
University of Southern California 2007 — 2011
Bachelors of Arts, Economics
University of Southern California - Marshall School of Business 2007 — 2011
Bachelors of Science, Business Administration
Choate Rosemary Hall 2004 — 2007
RBC Capital Markets 2014 - Present
Jefferies & Company 2013 - 2014
Ocean Tomo 2012 - 2013
Guggenheim Partners 2011 - 2011
Education
University of Southern California 2007 — 2011
Bachelors of Arts, Economics
University of Southern California - Marshall School of Business 2007 — 2011
Bachelors of Science, Business Administration
Choate Rosemary Hall 2004 — 2007
James Zhu James Zhu's Jefferies & Company Experience May 2008 - March 2010
Job MBS/RMBS Quantitative Analyst and Modeler
Industry Financial Services
Experience
Piper Jaffray March 2013 - Present
UBS Investment Bank April 2010 - November 2012
Jefferies & Company May 2008 - March 2010
Ellington Management Group January 2005 - May 2008
Skills
C++, C#, VBA, R
Education
Columbia University in the City of New York 2003 — 2005
MS
City University of New York 1999 — 2005
Ph.D.
Fudan University 1995 — 1999
BS
Piper Jaffray March 2013 - Present
UBS Investment Bank April 2010 - November 2012
Jefferies & Company May 2008 - March 2010
Ellington Management Group January 2005 - May 2008
Skills
C++, C#, VBA, R
Education
Columbia University in the City of New York 2003 — 2005
MS
City University of New York 1999 — 2005
Ph.D.
Fudan University 1995 — 1999
BS
Paul Deninger's Jefferies & Company Experience 2003 - 2010
Job Senior Managing DIrector, Evercore Partners
Industry Investment Banking
Experience
Evercore Partners 2011 - Present
Iron Mountain 2010 - Present
Jefferies & Company 2003 - 2010
Broadview International 1996 - 2003
Broadview International 1987 - 1996
Skills
Mergers, Corporate Development, IPO, Venture Capital, IT Strategy, Strategy, Mergers & Acquisitions, Restructuring, Private Placements, Private Equity, Divestitures, Trading, Financial Services, Entrepreneurship, Investment Banking, Start-ups, M&A experience, Strategic Partnerships, Investment Management, Business Development, Management, Business Strategy, Due Diligence, Corporate Finance, Financial Modeling, Valuation
Education
Harvard Business School 1982 — 1984
MBA
Boston College - Carroll School of Management 1976 — 1980
BS
Evercore Partners 2011 - Present
Iron Mountain 2010 - Present
Jefferies & Company 2003 - 2010
Broadview International 1996 - 2003
Broadview International 1987 - 1996
Skills
Mergers, Corporate Development, IPO, Venture Capital, IT Strategy, Strategy, Mergers & Acquisitions, Restructuring, Private Placements, Private Equity, Divestitures, Trading, Financial Services, Entrepreneurship, Investment Banking, Start-ups, M&A experience, Strategic Partnerships, Investment Management, Business Development, Management, Business Strategy, Due Diligence, Corporate Finance, Financial Modeling, Valuation
Education
Harvard Business School 1982 — 1984
MBA
Boston College - Carroll School of Management 1976 — 1980
BS
Yakov Tsveig Yakov Tsveig's Jefferies & Company Experience July 2007 - September 2007
Job Associate at Riverstone Holdings LLC
Industry Venture Capital & Private Equity
Experience
Riverstone Holdings LLC July 2015 - Present
Barclays Investment Bank July 2013 - February 2015
Barclays Investment Bank July 2010 - June 2013
Jefferies & Company July 2007 - September 2007
Skills
Financial Modeling, VBA, Bloomberg, Equities, Due Diligence, Fixed Income, Microsoft Office, Finance, Investment Banking, Financial Analysis, Mergers & Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
MSF, Finance
The Ohio State University 2004 — 2008
Bachelor’s Degree, Finance and Accounting; minor in Economics
Shevah-Mofet 1999 — 2004
High School, Physical Sciences, Computer Sciences
Riverstone Holdings LLC July 2015 - Present
Barclays Investment Bank July 2013 - February 2015
Barclays Investment Bank July 2010 - June 2013
Jefferies & Company July 2007 - September 2007
Skills
Financial Modeling, VBA, Bloomberg, Equities, Due Diligence, Fixed Income, Microsoft Office, Finance, Investment Banking, Financial Analysis, Mergers & Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
MSF, Finance
The Ohio State University 2004 — 2008
Bachelor’s Degree, Finance and Accounting; minor in Economics
Shevah-Mofet 1999 — 2004
High School, Physical Sciences, Computer Sciences
Bernardo Sanchez de Tagle Bernardo Sanchez de Tagle's Jefferies & Company Experience August 2011 - April 2013
Job
Industry Banking
Experience
BofA Merrill Lynch April 2013 - Present
Jefferies & Company August 2011 - April 2013
Jefferies & Company June 2010 - August 2010
Deutsche Bank October 2006 - August 2009
UniTeller - Banorte 2004 - 2006
Skills
Investment Banking, Corporate Finance, Capital Markets, Derivatives, Emerging Markets, Valuation, Financial Modeling, Fixed Income, Corporate Development, Leveraged Finance, High Yield Bonds, Leveraged Lending, Credit Derivatives, Interest Rate..., Due Diligence, Equity Derivatives, Structured Products, LBO, Mergers, Portfolio Management, Structured Finance
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Economics
Boston University 1999 — 2003
BS, Manufacturing Engineering
Toigo Foundation
Toigo Foundation
BofA Merrill Lynch April 2013 - Present
Jefferies & Company August 2011 - April 2013
Jefferies & Company June 2010 - August 2010
Deutsche Bank October 2006 - August 2009
UniTeller - Banorte 2004 - 2006
Skills
Investment Banking, Corporate Finance, Capital Markets, Derivatives, Emerging Markets, Valuation, Financial Modeling, Fixed Income, Corporate Development, Leveraged Finance, High Yield Bonds, Leveraged Lending, Credit Derivatives, Interest Rate..., Due Diligence, Equity Derivatives, Structured Products, LBO, Mergers, Portfolio Management, Structured Finance
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Economics
Boston University 1999 — 2003
BS, Manufacturing Engineering
Toigo Foundation
Toigo Foundation
Josh Garner Josh Garner's Jefferies & Company Experience June 2011 - August 2011
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2012 - Present
Jefferies & Company June 2011 - August 2011
Jacobs Capital, LLC January 2011 - April 2011
Sorenson Capital October 2007 - July 2010
Moss Adams September 2005 - October 2007
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Corporate Finance, Mergers, Financial Reporting, Due Diligence, Investment Banking, Business Valuation, Portfolio Management, M&A experience, LBO, Capital Markets, Hedge Funds, Venture Capital, Finance, Mergers, Mergers & Acquisitions, Accounting, Strategy
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA)
Brigham Young University 1999 — 2005
BS, Accounting
Harris Williams & Co. June 2012 - Present
Jefferies & Company June 2011 - August 2011
Jacobs Capital, LLC January 2011 - April 2011
Sorenson Capital October 2007 - July 2010
Moss Adams September 2005 - October 2007
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Corporate Finance, Mergers, Financial Reporting, Due Diligence, Investment Banking, Business Valuation, Portfolio Management, M&A experience, LBO, Capital Markets, Hedge Funds, Venture Capital, Finance, Mergers, Mergers & Acquisitions, Accounting, Strategy
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA)
Brigham Young University 1999 — 2005
BS, Accounting
Tiffanie Bederman's Jefferies & Company Experience April 2010 - October 2011
Job Independent Contractor
Industry Capital Markets
Experience
Independent Contractor August 2013 - Present
JB Drax Honore November 2011 - October 2014
Jefferies & Company April 2010 - October 2011
Rivington Consulting, L. L. C. April 2009 - April 2010
Bank of America Securities July 2008 - May 2009
Bank of America June 2007 - August 2007
CTL Thompson, Inc. May 2004 - July 2006
Skills
Financial Modeling, Fixed Income, Bloomberg, Derivatives, Options, Hedge Funds, Trading, Valuation, Financial Analysis, Investment Banking, Analytics, Capital Markets, Financial Markets, Trading Systems, Securities, Electronic Trading, Commodity, Asset Management
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA, Finance
University of Denver
B. S. in Computer Science, B. A. in Studio Art
Independent Contractor August 2013 - Present
JB Drax Honore November 2011 - October 2014
Jefferies & Company April 2010 - October 2011
Rivington Consulting, L. L. C. April 2009 - April 2010
Bank of America Securities July 2008 - May 2009
Bank of America June 2007 - August 2007
CTL Thompson, Inc. May 2004 - July 2006
Skills
Financial Modeling, Fixed Income, Bloomberg, Derivatives, Options, Hedge Funds, Trading, Valuation, Financial Analysis, Investment Banking, Analytics, Capital Markets, Financial Markets, Trading Systems, Securities, Electronic Trading, Commodity, Asset Management
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA, Finance
University of Denver
B. S. in Computer Science, B. A. in Studio Art
Ryan Plusch Ryan Plusch's Jefferies & Company Experience August 2011 - Present
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company August 2011 - Present
Citadel Securities July 2009 - August 2011
Merrill Lynch August 2005 - February 2009
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Equities, Private Equity, Corporate Finance, Fixed Income, Series 7, Hedge Funds, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Due Diligence, LBO, Securities
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Carnegie Mellon University 2000 — 2003
Bachelor of Science (B.S.), Business Administration
Jefferies & Company August 2011 - Present
Citadel Securities July 2009 - August 2011
Merrill Lynch August 2005 - February 2009
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Equities, Private Equity, Corporate Finance, Fixed Income, Series 7, Hedge Funds, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Due Diligence, LBO, Securities
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Carnegie Mellon University 2000 — 2003
Bachelor of Science (B.S.), Business Administration
Noam Kagedan's Jefferies & Company Experience May 2011 - August 2012
Job Manager, Corporate Development at Endurance International Group
Industry Internet
Experience
Endurance International Group August 2012 - Present
Jefferies & Company May 2011 - August 2012
JPMorgan Chase & Co. July 2010 - April 2011
Digital Trowel January 2010 - June 2010
Skills
Financial Modeling, Investment Banking, Valuation, Strategy, Corporate Development, Financial Analysis, Mergers & Acquisitions, Finance, Economics, LBO, Due Diligence, IPO, Investor Relations, Investments, Quantitative Analysis, Corporate Finance, M&A, Mergers, Acquisitions, Analytics, Technology, Media, Telecommunications, Enterprise Software, SaaS, Microsoft Excel, Microsoft Access
Education
Brandeis University 2006 — 2009
BA
Endurance International Group August 2012 - Present
Jefferies & Company May 2011 - August 2012
JPMorgan Chase & Co. July 2010 - April 2011
Digital Trowel January 2010 - June 2010
Skills
Financial Modeling, Investment Banking, Valuation, Strategy, Corporate Development, Financial Analysis, Mergers & Acquisitions, Finance, Economics, LBO, Due Diligence, IPO, Investor Relations, Investments, Quantitative Analysis, Corporate Finance, M&A, Mergers, Acquisitions, Analytics, Technology, Media, Telecommunications, Enterprise Software, SaaS, Microsoft Excel, Microsoft Access
Education
Brandeis University 2006 — 2009
BA
Danielle Repetti's Jefferies & Company Experience January 2011 - July 2012
Job Personal and Professional Assistant
Industry Venture Capital & Private Equity
Experience
Valiant Capital Partners August 2013 - August 2014
Sequoia Capital July 2012 - August 2013
Jefferies & Company January 2011 - July 2012
West Sacramento Chamber of Commerce September 2009 - January 2011
Arden Hills Resort Club & Spa January 2008 - December 2008
Cosumnes CSD September 2003 - September 2006
Education
California State University-Sacramento 2004 — 2007
BS, Business, GPA: 3.8
Bauman College 2014 — 2015
Nutrition Consultant Certification, Holistic Nutrition
Valiant Capital Partners August 2013 - August 2014
Sequoia Capital July 2012 - August 2013
Jefferies & Company January 2011 - July 2012
West Sacramento Chamber of Commerce September 2009 - January 2011
Arden Hills Resort Club & Spa January 2008 - December 2008
Cosumnes CSD September 2003 - September 2006
Education
California State University-Sacramento 2004 — 2007
BS, Business, GPA: 3.8
Bauman College 2014 — 2015
Nutrition Consultant Certification, Holistic Nutrition
Harold Nunez Harold Nunez's Jefferies & Company Experience May 2010 - June 2015
Job Vice President Senior IT Auditor at Cantor Fitzgerald
Industry Information Technology and Services
Experience
Cantor Fitzgerald August 2015 - Present
Capco May 2014 - August 2015
Jefferies & Company May 2010 - June 2015
Morgan Stanley Smith Barney March 2010 - May 2010
Capital One Bank January 2010 - March 2010
Mosco Insurance Agency February 2009 - September 2009
Deutsche Bank August 2008 - December 2008
NYSE GROUP April 1987 - March 2008
SECURITIES INDUSTRY AUTOMATION CORP / NYSE GROUP April 1987 - March 2008
NYSE 1987 - 2008
Skills
Tivoli, TWS, Scheduling, CICS, JES2, JES3, Unix, TSO, TCP/IP, Troubleshooting, Windows, Excel, Word, PowerPoint, Program Management, MS Project, Project Implementation, Production, Project Management, Microsoft Excel, Microsoft Word, AIX, Process Scheduler, DNS, Disaster Recovery, BMC Remedy, Change Management, Firewalls, Customer Service, Customer Support, Servers, Operating Systems, System Administration, Networking, Technical Support, Testing, Integration, IT Service Management, IT Operations, PMO, Business Analysis, Agile Methodologies, ITIL, IT Management, Visio, Data Center, PMP, Infrastructure, Software Documentation, Solaris
Education
N. Y. University - School of Continuing and Professional Studies 2002 — 2003
Certifcate, Customer Relationship Manager
N. Y. University - School of Continuing and Professional Studies 2001 — 2001
Certifcate, Lan Administration (Windows 2000)
City University of New York 1998 — 2001
AAS, APPLIED SCIENCE
N. Y. University - School of Continuing and Professional Studies 2000 — 2000
Certifcate, Internet Technologies
HP Educational Services 1999 — 2000
Certifcate, UNIX SYSTEMS
N. Y. University - School of Continuing and Professional Studies 1999 — 2000
Certifcate, WINDOWS NT
N. Y. University - School of Continuing and Professional Studies 1999 — 1999
Certifcate, NOVELL NETWARE
N. Y. University - School of Continuing and Professional Studies 1998 — 1998
Certifcate, TCPIP internetworking Bridges and Routers '
NETCOM TECHNICAL SCHOOL 1997 — 1997
Certifcate, Microsoft Certified System Engineer Training Program
N. Y. University - School of Continuing and Professional Studies
Certficate, Project Management
Cantor Fitzgerald August 2015 - Present
Capco May 2014 - August 2015
Jefferies & Company May 2010 - June 2015
Morgan Stanley Smith Barney March 2010 - May 2010
Capital One Bank January 2010 - March 2010
Mosco Insurance Agency February 2009 - September 2009
Deutsche Bank August 2008 - December 2008
NYSE GROUP April 1987 - March 2008
SECURITIES INDUSTRY AUTOMATION CORP / NYSE GROUP April 1987 - March 2008
NYSE 1987 - 2008
Skills
Tivoli, TWS, Scheduling, CICS, JES2, JES3, Unix, TSO, TCP/IP, Troubleshooting, Windows, Excel, Word, PowerPoint, Program Management, MS Project, Project Implementation, Production, Project Management, Microsoft Excel, Microsoft Word, AIX, Process Scheduler, DNS, Disaster Recovery, BMC Remedy, Change Management, Firewalls, Customer Service, Customer Support, Servers, Operating Systems, System Administration, Networking, Technical Support, Testing, Integration, IT Service Management, IT Operations, PMO, Business Analysis, Agile Methodologies, ITIL, IT Management, Visio, Data Center, PMP, Infrastructure, Software Documentation, Solaris
Education
N. Y. University - School of Continuing and Professional Studies 2002 — 2003
Certifcate, Customer Relationship Manager
N. Y. University - School of Continuing and Professional Studies 2001 — 2001
Certifcate, Lan Administration (Windows 2000)
City University of New York 1998 — 2001
AAS, APPLIED SCIENCE
N. Y. University - School of Continuing and Professional Studies 2000 — 2000
Certifcate, Internet Technologies
HP Educational Services 1999 — 2000
Certifcate, UNIX SYSTEMS
N. Y. University - School of Continuing and Professional Studies 1999 — 2000
Certifcate, WINDOWS NT
N. Y. University - School of Continuing and Professional Studies 1999 — 1999
Certifcate, NOVELL NETWARE
N. Y. University - School of Continuing and Professional Studies 1998 — 1998
Certifcate, TCPIP internetworking Bridges and Routers '
NETCOM TECHNICAL SCHOOL 1997 — 1997
Certifcate, Microsoft Certified System Engineer Training Program
N. Y. University - School of Continuing and Professional Studies
Certficate, Project Management
Ashwin Pandith's Jefferies & Company Experience July 2010 - April 2011
Job Asset & Liability Management Senior Associate at PNC
Industry Financial Services
Experience
PNC March 2014 - Present
PNC February 2013 - March 2014
PNC June 2012 - August 2012
Jefferies & Company July 2010 - April 2011
The Wharton School January 2010 - May 2010
The Wharton School January 2010 - May 2010
Student Federal Credit Union January 2009 - January 2010
The Wharton School September 2009 - December 2009
Jefferies & Company June 2009 - August 2009
University of Pennsylvania September 2008 - April 2009
Skills
Microsoft Office, VBA, R, C++, Lotus Notes, Excel, Matlab, Python, SQL, Microsoft Excel, Equities, Quantitative Finance, Financial Modeling, Corporate Finance, Derivatives
Education
Carnegie Mellon University 2011 — 2012
Master of Science, Computational Finance, University Honors
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science, Economics (Concentrations in Finance and Statistics), Summa Cum Laude
Cypress Creek High School 2002 — 2006
IB World School, International Baccalaureate Diploma, Higher level subjects: Mathematics, History of the Americas, English
PNC March 2014 - Present
PNC February 2013 - March 2014
PNC June 2012 - August 2012
Jefferies & Company July 2010 - April 2011
The Wharton School January 2010 - May 2010
The Wharton School January 2010 - May 2010
Student Federal Credit Union January 2009 - January 2010
The Wharton School September 2009 - December 2009
Jefferies & Company June 2009 - August 2009
University of Pennsylvania September 2008 - April 2009
Skills
Microsoft Office, VBA, R, C++, Lotus Notes, Excel, Matlab, Python, SQL, Microsoft Excel, Equities, Quantitative Finance, Financial Modeling, Corporate Finance, Derivatives
Education
Carnegie Mellon University 2011 — 2012
Master of Science, Computational Finance, University Honors
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science, Economics (Concentrations in Finance and Statistics), Summa Cum Laude
Cypress Creek High School 2002 — 2006
IB World School, International Baccalaureate Diploma, Higher level subjects: Mathematics, History of the Americas, English
Charles McNally Charles McNally's Jefferies & Company Experience 1994 - 1997
Job Chief Portfolio Strategist at American Independence Financial Services LLC
Industry Investment Management
Experience
American Independence Financial Services LLC January 2013 - Present
Lyster Watson & Company 1999 - May 2012
Jefferies & Company 1994 - 1997
Zenith Group 1993 - 1993
Credit Suisse First Boston 1991 - 1992
Salomon Brothers 1985 - 1991
Goldman Sachs 1979 - 1985
Skills
Alternative Investments, Portfolio Management, Asset Management, Risk Management, Asset Allocation, Hedge Funds, Fixed Income, Due Diligence, Equities, Asset Managment, Investments, Trading, Options, Fund Of Funds, Financial Modeling, Private Equity, Investment Strategies, Mutual Funds, Investment Advisory, Institutional...
Education
New York University 1977 — 1979
Mathematics
University of Cambridge 1976 — 1977
Mathematics
Brown University 1972 — 1976
Sc.B., Applied Mathematics
American Independence Financial Services LLC January 2013 - Present
Lyster Watson & Company 1999 - May 2012
Jefferies & Company 1994 - 1997
Zenith Group 1993 - 1993
Credit Suisse First Boston 1991 - 1992
Salomon Brothers 1985 - 1991
Goldman Sachs 1979 - 1985
Skills
Alternative Investments, Portfolio Management, Asset Management, Risk Management, Asset Allocation, Hedge Funds, Fixed Income, Due Diligence, Equities, Asset Managment, Investments, Trading, Options, Fund Of Funds, Financial Modeling, Private Equity, Investment Strategies, Mutual Funds, Investment Advisory, Institutional...
Education
New York University 1977 — 1979
Mathematics
University of Cambridge 1976 — 1977
Mathematics
Brown University 1972 — 1976
Sc.B., Applied Mathematics
Paul Chang's Jefferies & Company Experience July 2010 - June 2013
Job Software Investor at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity August 2013 - Present
Jefferies & Company July 2010 - June 2013
Skills
Private Equity, Microsoft Excel, Corporate Finance, Valuation, Investment Banking, Financial Modeling, Due Diligence, Capital Markets, PowerPoint, LBO
Education
Brown University 2006 — 2010
Bachelor of Arts (B.A.), Economics
JMI Equity August 2013 - Present
Jefferies & Company July 2010 - June 2013
Skills
Private Equity, Microsoft Excel, Corporate Finance, Valuation, Investment Banking, Financial Modeling, Due Diligence, Capital Markets, PowerPoint, LBO
Education
Brown University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Joseph Sanborn's Jefferies & Company Experience 2002 - 2003
Job Managing Director & Head of Technology at The Jordan Edmiston Group, Inc. ("JEGI")
Industry Investment Banking
Experience
Jordan Edmiston Group July 2014 - Present
Massachusetts Technology Leadership Council 2007 - Present
Rutberg & Company 2007 - June 2014
SVB Financial Group 2004 - 2007
Jefferies & Company 2002 - 2003
Robertson Stephens 1998 - 2002
J.P. Morgan 1995 - 1998
J.P. Morgan 1994 - 1994
United States Senate 1993 - 1993
The White House 1992 - 1993
Skills
Strategic Planning, Mergers & Acquisitions, Investment Banking, Start-ups, Private Equity, Valuation, Portfolio Management, Management, Mergers, Investments, Due Diligence, Corporate Development, Entrepreneurship, Strategy
Education
Harvard University
MPP, Finance, Economics and Business/Government
Georgetown University - The McDonough School of Business
BS, Business
Choate Rosemary Hall
Jordan Edmiston Group July 2014 - Present
Massachusetts Technology Leadership Council 2007 - Present
Rutberg & Company 2007 - June 2014
SVB Financial Group 2004 - 2007
Jefferies & Company 2002 - 2003
Robertson Stephens 1998 - 2002
J.P. Morgan 1995 - 1998
J.P. Morgan 1994 - 1994
United States Senate 1993 - 1993
The White House 1992 - 1993
Skills
Strategic Planning, Mergers & Acquisitions, Investment Banking, Start-ups, Private Equity, Valuation, Portfolio Management, Management, Mergers, Investments, Due Diligence, Corporate Development, Entrepreneurship, Strategy
Education
Harvard University
MPP, Finance, Economics and Business/Government
Georgetown University - The McDonough School of Business
BS, Business
Choate Rosemary Hall
Brett Levy Brett Levy's Jefferies & Company Experience July 2004 - Present
Job Managing Director, HY Research at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2004 - Present
RBC Capital Markets 2000 - 2004
Credit Suisse February 1999 - October 2000
Bankers Trust April 1992 - February 1999
Skills
Leveraged Finance, Private Placements, Investment Banking, Debt, Equity Research, High Yield, Emerging Markets, Bonds, Capital Markets, Equities, CDS, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Fixed Income, Mergers & Acquisitions, Valuation, LBO, Financial Modeling, Financial Markets, Portfolio Management, Private Equity, Credit Derivatives, Corporate Finance, Structured Products, Structured Finance, Financial Structuring, Investments, Securities, Equity Derivatives, Trading, Derivatives
Education
M.I.T. 1984 — 1986
MSM, Finance and M.I.S.
Boston University 1978 — 1982
BSBA, Finance and Marketing
Newton North High School 1975 — 1978
High school diploma
Jefferies & Company July 2004 - Present
RBC Capital Markets 2000 - 2004
Credit Suisse February 1999 - October 2000
Bankers Trust April 1992 - February 1999
Skills
Leveraged Finance, Private Placements, Investment Banking, Debt, Equity Research, High Yield, Emerging Markets, Bonds, Capital Markets, Equities, CDS, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Fixed Income, Mergers & Acquisitions, Valuation, LBO, Financial Modeling, Financial Markets, Portfolio Management, Private Equity, Credit Derivatives, Corporate Finance, Structured Products, Structured Finance, Financial Structuring, Investments, Securities, Equity Derivatives, Trading, Derivatives
Education
M.I.T. 1984 — 1986
MSM, Finance and M.I.S.
Boston University 1978 — 1982
BSBA, Finance and Marketing
Newton North High School 1975 — 1978
High school diploma
Jaspinder Kanwal's Jefferies & Company Experience July 2011 - December 2014
Job Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies December 2014 - Present
Jefferies & Company July 2011 - December 2014
Teach For America May 2010 - April 2011
Bucknell University May 2010 - April 2011
Bucknell Student Government January 2009 - December 2009
Skills
Distressed M&A, Financial Modeling, Valuation, Debt Restructuring, Recapitalizations, Investment Banking, Capital Structure, Special Situations, Leveraged Finance, Chapter 11, Microsoft Excel, Microsoft Office, Corporate Finance, Restructuring, Economics, Research, Capital Markets, Finance, Mergers, Mergers & Acquisitions
Education
Bucknell University 2007 — 2011
BS, Cell Biology & Biochemistry, Economics
Jefferies December 2014 - Present
Jefferies & Company July 2011 - December 2014
Teach For America May 2010 - April 2011
Bucknell University May 2010 - April 2011
Bucknell Student Government January 2009 - December 2009
Skills
Distressed M&A, Financial Modeling, Valuation, Debt Restructuring, Recapitalizations, Investment Banking, Capital Structure, Special Situations, Leveraged Finance, Chapter 11, Microsoft Excel, Microsoft Office, Corporate Finance, Restructuring, Economics, Research, Capital Markets, Finance, Mergers, Mergers & Acquisitions
Education
Bucknell University 2007 — 2011
BS, Cell Biology & Biochemistry, Economics
Joseph Esposito Joseph Esposito's Jefferies & Company Experience January 2005 - July 2006
Job Managing Director Global Risk Management Technology at Jefferies, LLC.
Industry Financial Services
Experience
Jefferies December 2014 - Present
Jefferies & Company, Inc. July 2011 - December 2014
Jefferies & Company, Inc. July 2006 - July 2011
Jefferies & Company January 2005 - July 2006
Jefferies & Company March 2000 - January 2004
Jefferies & Company October 1994 - February 2000
Bankers Trust May 1994 - October 1994
Skills
Trading Systems, SDLC, Data Warehousing, Data Management, Equities, Risk Management, Fixed Income, Capital Markets, Investment Banking, Electronic Trading, Market Data, Integration, Back Office, Trading, Equity Trading, Financial Risk, Securities, Middle Office, Reference Data, Derivatives, Financial Services, Options, Management, Prime Brokerage, Strategy, Business Analysis, Financial Markets, Analysis, Finance, Low Latency, IT Strategy, Vendor Management
Education
City University of New York-College of Staten Island
B.S.E.S, Engineering Science - Mechanical Engineering, Computer Science, Physics
Jefferies December 2014 - Present
Jefferies & Company, Inc. July 2011 - December 2014
Jefferies & Company, Inc. July 2006 - July 2011
Jefferies & Company January 2005 - July 2006
Jefferies & Company March 2000 - January 2004
Jefferies & Company October 1994 - February 2000
Bankers Trust May 1994 - October 1994
Skills
Trading Systems, SDLC, Data Warehousing, Data Management, Equities, Risk Management, Fixed Income, Capital Markets, Investment Banking, Electronic Trading, Market Data, Integration, Back Office, Trading, Equity Trading, Financial Risk, Securities, Middle Office, Reference Data, Derivatives, Financial Services, Options, Management, Prime Brokerage, Strategy, Business Analysis, Financial Markets, Analysis, Finance, Low Latency, IT Strategy, Vendor Management
Education
City University of New York-College of Staten Island
B.S.E.S, Engineering Science - Mechanical Engineering, Computer Science, Physics
Eugene Aleksandrov Eugene Aleksandrov's Jefferies & Company Experience March 2001 - June 2011
Job Director of AMRS DMA, ETT dept.
Industry Investment Banking
Experience
Millennium Partners May 2014 - Present
Bank of America June 2012 - May 2014
Ogg Trading LLC June 2011 - July 2012
Jefferies & Company March 2001 - June 2011
Livetrade Inc. June 2000 - March 2001
Capelli New York February 1998 - September 2000
Skills
Low Latency, Market Data, Electronic Trading, Trading Systems, Equity Trading, Equities, Options, Series 7, Program Trading
Education
City University of New York-Brooklyn College 2001 — 2008
Math/CIS, Mathematics, Computer Science
Kiev Polytechnic University 1994 — 1997
Uncompleted, Electrical Engineering/CIS
Millennium Partners May 2014 - Present
Bank of America June 2012 - May 2014
Ogg Trading LLC June 2011 - July 2012
Jefferies & Company March 2001 - June 2011
Livetrade Inc. June 2000 - March 2001
Capelli New York February 1998 - September 2000
Skills
Low Latency, Market Data, Electronic Trading, Trading Systems, Equity Trading, Equities, Options, Series 7, Program Trading
Education
City University of New York-Brooklyn College 2001 — 2008
Math/CIS, Mathematics, Computer Science
Kiev Polytechnic University 1994 — 1997
Uncompleted, Electrical Engineering/CIS
Randal Stephenson Randal Stephenson's Jefferies & Company Experience August 2002 - April 2006
Job Chief Executive Officer of IIP Securities LLC
Industry Financial Services
Experience
IIP Securities LLC / International Investment Partners LLC June 2012 - Present
Duff & Phelps Securities, LLC November 2010 - June 2012
Burnham Financial Group / Burnham Securities LLC January 2009 - November 2010
Pali Capital Inc. April 2008 - December 2008
CIT April 2006 - June 2007
Jefferies & Company August 2002 - April 2006
Merrill Lynch March 2000 - July 2002
Wolfensohn & Co. April 1996 - March 2000
The Chase Manhattan Bank August 1994 - March 1996
ITOCHU International Inc. April 1990 - June 1994
Skills
Business Services, Mergers, Capital Raising, Bankruptcy, Special Situations, Investment Banking, Debt, Corporate Finance, Venture Capital, Private Equity, Capital Markets, Alternative Investments, Valuation, Equities, Fixed Income, Investments, Restructuring, Mergers & Acquisitions, Due Diligence, Emerging Markets
Education
Harvard Business School 1988 — 1990
MBA
Boston College Law School 1983 — 1986
JD
University of Michigan 1978 — 1982
BA
IIP Securities LLC / International Investment Partners LLC June 2012 - Present
Duff & Phelps Securities, LLC November 2010 - June 2012
Burnham Financial Group / Burnham Securities LLC January 2009 - November 2010
Pali Capital Inc. April 2008 - December 2008
CIT April 2006 - June 2007
Jefferies & Company August 2002 - April 2006
Merrill Lynch March 2000 - July 2002
Wolfensohn & Co. April 1996 - March 2000
The Chase Manhattan Bank August 1994 - March 1996
ITOCHU International Inc. April 1990 - June 1994
Skills
Business Services, Mergers, Capital Raising, Bankruptcy, Special Situations, Investment Banking, Debt, Corporate Finance, Venture Capital, Private Equity, Capital Markets, Alternative Investments, Valuation, Equities, Fixed Income, Investments, Restructuring, Mergers & Acquisitions, Due Diligence, Emerging Markets
Education
Harvard Business School 1988 — 1990
MBA
Boston College Law School 1983 — 1986
JD
University of Michigan 1978 — 1982
BA
Arin Amanda Prisand's Jefferies & Company Experience April 2007 - July 2011
Job Executive Director, Corporate Access, Mizuho Securites USA
Industry Investment Banking
Experience
Mizuho Securities USA Inc. September 2011 - Present
Jefferies & Company April 2007 - July 2011
Pequot Capital April 2002 - April 2007
Credit Suisse May 2001 - April 2002
Sotheby's March 1999 - May 2001
Skills
Equities, Equity Research, Hedge Funds, Fixed Income, Valuation, Bloomberg, Capital Markets, Securities, Investment Banking
Education
Columbia University, Graduate School of Arts and Sciences 1997 — 1998
MA, Art History
Brandeis University 1993 — 1997
BA, American Studies & Studio Art
Mizuho Securities USA Inc. September 2011 - Present
Jefferies & Company April 2007 - July 2011
Pequot Capital April 2002 - April 2007
Credit Suisse May 2001 - April 2002
Sotheby's March 1999 - May 2001
Skills
Equities, Equity Research, Hedge Funds, Fixed Income, Valuation, Bloomberg, Capital Markets, Securities, Investment Banking
Education
Columbia University, Graduate School of Arts and Sciences 1997 — 1998
MA, Art History
Brandeis University 1993 — 1997
BA, American Studies & Studio Art
Brian Nally Brian Nally's Jefferies & Company Experience June 2007 - August 2007
Job Associate at Reminger Co., L.P.A.
Industry Law Practice
Experience
Reminger Co., L.P.A. November 2010 - Present
Reminger Co., L.P.A October 2008 - November 2010
Jefferies & Company June 2007 - August 2007
Skills
Courts, Civil Litigation, Professional Malpractice, Litigation, Professional Liability, Securities Litigation, Legal Research, Commercial Litigation, Product Liability, Arbitration, Class Actions, Medical Malpractice, Trial Practice, Licensing
Education
Case Western Reserve University School of Law 2007 — 2010
JD, Law
Coker College 2003 — 2007
B.A., cum laude, History Education
Miami University 2002 — 2003
Reminger Co., L.P.A. November 2010 - Present
Reminger Co., L.P.A October 2008 - November 2010
Jefferies & Company June 2007 - August 2007
Skills
Courts, Civil Litigation, Professional Malpractice, Litigation, Professional Liability, Securities Litigation, Legal Research, Commercial Litigation, Product Liability, Arbitration, Class Actions, Medical Malpractice, Trial Practice, Licensing
Education
Case Western Reserve University School of Law 2007 — 2010
JD, Law
Coker College 2003 — 2007
B.A., cum laude, History Education
Miami University 2002 — 2003
David Borough Kim David Borough Kim's Jefferies & Company Experience March 2009 - August 2010
Job ▶ ▶ ▶Account Executive | Sales | Marketing | Proven Success Developing & Building Relationships
Industry Financial Services
Experience
CouponVerve.com August 2010 - May 2014
Jefferies & Company March 2009 - August 2010
Credit Suisse March 2004 - February 2009
Credit Suisse February 2001 - January 2004
Skills
Investments, Equities, Equity Trading, Sales, Electronic Trading, Trading, Capital Markets, Valuation, E-commerce, Digital Marketing, Negotiation, Financial Analysis, Economics, Asset Managment, Investor Relations, Project Management, Stock Market Analysis, Consumer Debt, Blogging, HTML, CSS, Retirement Planning, Photoshop, Stocks, SEO, Cross Selling
Education
Central Michigan University
BS
CouponVerve.com August 2010 - May 2014
Jefferies & Company March 2009 - August 2010
Credit Suisse March 2004 - February 2009
Credit Suisse February 2001 - January 2004
Skills
Investments, Equities, Equity Trading, Sales, Electronic Trading, Trading, Capital Markets, Valuation, E-commerce, Digital Marketing, Negotiation, Financial Analysis, Economics, Asset Managment, Investor Relations, Project Management, Stock Market Analysis, Consumer Debt, Blogging, HTML, CSS, Retirement Planning, Photoshop, Stocks, SEO, Cross Selling
Education
Central Michigan University
BS
George Hoglund, CFA George Hoglund, CFA's Jefferies & Company Experience July 2013 - Present
Job Equity Research REITs at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2013 - Present
Fitch Ratings September 2010 - June 2013
Barclays Capital / Lehman Brothers Inc June 2008 - January 2009
Bear Stearns July 2005 - June 2008
Banc of America Securities December 1999 - June 2003
Tierranueva S.A. January 1997 - October 1998
Skills
Valuation, Portfolio Management, Equities, DCF, Credit Analysis, Equity Research, Financial Modeling
Education
Simon Graduate School of Business, University of Rochester 2003 — 2005
MBA, Finance, International Management
California State University-East Bay 1993 — 1996
BS Business Administration, Finance
Jefferies & Company July 2013 - Present
Fitch Ratings September 2010 - June 2013
Barclays Capital / Lehman Brothers Inc June 2008 - January 2009
Bear Stearns July 2005 - June 2008
Banc of America Securities December 1999 - June 2003
Tierranueva S.A. January 1997 - October 1998
Skills
Valuation, Portfolio Management, Equities, DCF, Credit Analysis, Equity Research, Financial Modeling
Education
Simon Graduate School of Business, University of Rochester 2003 — 2005
MBA, Finance, International Management
California State University-East Bay 1993 — 1996
BS Business Administration, Finance
Karyn Kessler's Jefferies & Company Experience 1986 - 1987
Job Training & Coaching Professional
Industry Professional Training & Coaching
Experience
Pacific Gas and Electric Company (PG&E) February 2012 - Present
Richardson May 2006 - January 2012
Kessler Associates May 1992 - December 2011
Inseon 1997 - 2006
MOHR Development September 1989 - May 1992
Bank of America 1988 - 1989
Jefferies & Company 1986 - 1987
California Federal Savings & Loan 1983 - 1986
Lloyds Bank 1975 - 1983
Skills
Microsoft Office, Public Speaking, Event Management, Fundraising, Coaching, Management, Public Relations, Training, Organizational..., Instructional Design, Strategic Planning, Leadership, Marketing Strategy, Sales Management, Recruiting, Program Management, Project Management, Project Planning, Sales, Strategy, Leadership Development
Education
Pacific Coast Banking School, Univeristy of Washington 1981 — 1983
Banking Operations
California State University-Fullerton
Bachelor's Degree, Organizational Development
Pacific Gas and Electric Company (PG&E) February 2012 - Present
Richardson May 2006 - January 2012
Kessler Associates May 1992 - December 2011
Inseon 1997 - 2006
MOHR Development September 1989 - May 1992
Bank of America 1988 - 1989
Jefferies & Company 1986 - 1987
California Federal Savings & Loan 1983 - 1986
Lloyds Bank 1975 - 1983
Skills
Microsoft Office, Public Speaking, Event Management, Fundraising, Coaching, Management, Public Relations, Training, Organizational..., Instructional Design, Strategic Planning, Leadership, Marketing Strategy, Sales Management, Recruiting, Program Management, Project Management, Project Planning, Sales, Strategy, Leadership Development
Education
Pacific Coast Banking School, Univeristy of Washington 1981 — 1983
Banking Operations
California State University-Fullerton
Bachelor's Degree, Organizational Development
Clarence Schmitz Clarence Schmitz's Jefferies & Company Experience March 1995 - December 1999
Job Entrepreneur / Investor
Industry Outsourcing/Offshoring
Experience
AECOM June 2014 - Present
GeneSolve November 2013 - October 2014
Outsource Partners International May 2002 - May 2012
Jefferies & Company March 1995 - December 1999
KPMG April 1970 - March 1995
Skills
Outsourcing, Offshoring, International..., Business Strategy, Management Consulting, Mergers, Acquisitions, Strategic Planning, Venture Capital, Venture Development, Financial Accounting, Mergers & Acquisitions, Due Diligence, BPO, Executive Management, Business Process..., Business Transformation, Start-ups, Strategy, Finance, Managerial Finance, Corporate Finance, Financial Services, Private Equity, Leadership, Financial Modeling, Acquisition Integration, Strategic Partnerships, Investment Banking, Business Development
Education
Case Western Reserve University 1966 — 1970
AECOM June 2014 - Present
GeneSolve November 2013 - October 2014
Outsource Partners International May 2002 - May 2012
Jefferies & Company March 1995 - December 1999
KPMG April 1970 - March 1995
Skills
Outsourcing, Offshoring, International..., Business Strategy, Management Consulting, Mergers, Acquisitions, Strategic Planning, Venture Capital, Venture Development, Financial Accounting, Mergers & Acquisitions, Due Diligence, BPO, Executive Management, Business Process..., Business Transformation, Start-ups, Strategy, Finance, Managerial Finance, Corporate Finance, Financial Services, Private Equity, Leadership, Financial Modeling, Acquisition Integration, Strategic Partnerships, Investment Banking, Business Development
Education
Case Western Reserve University 1966 — 1970
Josh Gong Josh Gong's Jefferies & Company Experience July 2013 - Present
Job High Yield Sales Assistant at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2013 - Present
The Stanley Laman Group August 2012 - February 2013
Zimmer Lucas Partners December 2008 - May 2012
T. Rowe Price August 2006 - October 2008
Skills
Equities, Bloomberg, Hedge Funds, Investments, Asset Management, Securities, Valuation, Financial Modeling, Trading, Mutual Funds, Alternative Investments, Series 7, Series 63, Private Equity, High Yield Bonds, Finance, Portfolio Management, Fixed Income, Bloomberg TOMS, Microsoft Excel, Financial Services
Education
Bucknell University 2002 — 2006
Bachelor's degree, Economics
Jefferies & Company July 2013 - Present
The Stanley Laman Group August 2012 - February 2013
Zimmer Lucas Partners December 2008 - May 2012
T. Rowe Price August 2006 - October 2008
Skills
Equities, Bloomberg, Hedge Funds, Investments, Asset Management, Securities, Valuation, Financial Modeling, Trading, Mutual Funds, Alternative Investments, Series 7, Series 63, Private Equity, High Yield Bonds, Finance, Portfolio Management, Fixed Income, Bloomberg TOMS, Microsoft Excel, Financial Services
Education
Bucknell University 2002 — 2006
Bachelor's degree, Economics
Valerie Corvino Valerie Corvino's Jefferies & Company Experience June 2009 - August 2009
Job Analyst
Industry Marketing and Advertising
Experience
Accenture May 2012 - October 2013
Blue Sky Communications October 2011 - March 2012
Fortress Investment Group December 2010 - January 2011
Freddie Mac May 2010 - August 2010
Jefferies & Company June 2009 - August 2009
Skills
Marketing Strategy, Entertainment, Media, Management Consulting, Project Management, Digital Communication..., Financial Analysis, Financial Modeling, Leadership, Public Relations
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Finance, Mathematics
Accenture May 2012 - October 2013
Blue Sky Communications October 2011 - March 2012
Fortress Investment Group December 2010 - January 2011
Freddie Mac May 2010 - August 2010
Jefferies & Company June 2009 - August 2009
Skills
Marketing Strategy, Entertainment, Media, Management Consulting, Project Management, Digital Communication..., Financial Analysis, Financial Modeling, Leadership, Public Relations
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Finance, Mathematics
Dan Willoughby Dan Willoughby's Jefferies & Company Experience June 2007 - August 2007
Job Associate, Techstars Chicago
Industry Venture Capital & Private Equity
Experience
Techstars March 2015 - Present
Vectorform January 2014 - Present
Strengths Strategy, Inc. February 2012 - Present
Kellogg School of Management September 2013 - June 2015
Detroit Venture Partners June 2014 - September 2014
Digibridge Mobile Applications LLC November 2012 - June 2014
Value Retail February 2012 - June 2013
Value Retail June 2010 - February 2012
Value Retail March 2009 - June 2010
Jefferies & Company June 2007 - August 2007
Skills
Creativity, Business Analysis, Business Strategy, Strategy, Financial Modeling, Financial Analysis, Strategic Planning, Budgets, Forecasting, Analysis, Business Planning, Project Management, Market Research, Data Analysis, New Business Development, Project Planning, Training, Entrepreneurship, Marketing Strategy, Coaching, Leadership, Leadership Development, Mergers & Acquisitions, Competitive Analysis, Management Consulting, Start-ups
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship, Finance
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA, Finance
Carleton College 2004 — 2005
International Relations / Economics
Techstars March 2015 - Present
Vectorform January 2014 - Present
Strengths Strategy, Inc. February 2012 - Present
Kellogg School of Management September 2013 - June 2015
Detroit Venture Partners June 2014 - September 2014
Digibridge Mobile Applications LLC November 2012 - June 2014
Value Retail February 2012 - June 2013
Value Retail June 2010 - February 2012
Value Retail March 2009 - June 2010
Jefferies & Company June 2007 - August 2007
Skills
Creativity, Business Analysis, Business Strategy, Strategy, Financial Modeling, Financial Analysis, Strategic Planning, Budgets, Forecasting, Analysis, Business Planning, Project Management, Market Research, Data Analysis, New Business Development, Project Planning, Training, Entrepreneurship, Marketing Strategy, Coaching, Leadership, Leadership Development, Mergers & Acquisitions, Competitive Analysis, Management Consulting, Start-ups
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship, Finance
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA, Finance
Carleton College 2004 — 2005
International Relations / Economics
Ann-Marie Pearce Ann-Marie Pearce's Jefferies & Company Experience March 2010 - July 2015
Job Equity Finance/Project Management
Industry Financial Services
Experience
Jefferies & Company March 2010 - July 2015
Jefferies LLC March 2010 - July 2015
Fortis Bank 2003 - March 2010
ING June 2002 - May 2004
Nomura June 1999 - May 2002
Skills
Securities Lending, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Trading, Bloomberg, Securities, Investment Banking, Financial Markets, Finance, Treasury, Trading Systems, Series 7, Project Management, Risk Management, Wine & Spirits Industry, Corporate Events, Share Repurchase, Dodd-Frank, Strategic Consulting, PMBOK, PMP Candidate, Prime Brokerage, Equity Trading, Equity Derivatives, Portfolio Management
Education
New York Institute of Finance 2005 — 2006
Structured Products
City University of New York-Brooklyn College 1989 — 1997
BS, Biology
Pace University 1989 — 1990
Business
New York University
Project Management
Jefferies & Company March 2010 - July 2015
Jefferies LLC March 2010 - July 2015
Fortis Bank 2003 - March 2010
ING June 2002 - May 2004
Nomura June 1999 - May 2002
Skills
Securities Lending, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Trading, Bloomberg, Securities, Investment Banking, Financial Markets, Finance, Treasury, Trading Systems, Series 7, Project Management, Risk Management, Wine & Spirits Industry, Corporate Events, Share Repurchase, Dodd-Frank, Strategic Consulting, PMBOK, PMP Candidate, Prime Brokerage, Equity Trading, Equity Derivatives, Portfolio Management
Education
New York Institute of Finance 2005 — 2006
Structured Products
City University of New York-Brooklyn College 1989 — 1997
BS, Biology
Pace University 1989 — 1990
Business
New York University
Project Management
Jon Petersen's Jefferies & Company Experience July 2010 - June 2012
Job Vice President at Jefferies
Industry Financial Services
Experience
Jefferies May 2015 - Present
MLV & Co June 2012 - March 2015
Jefferies & Company July 2010 - June 2012
Macquarie Securities May 2009 - June 2010
UBS Investment Bank April 2007 - April 2009
Skills
Financial Modeling, Investments, Bloomberg, Equity Research, Real Estate, Excel, Word, PowerPoint, Visual Basic, Bloomberg Terminal, Capital IQ, Factset, Equities, Analysis, Valuation, Economics, Financial Analysis, Commercial Real Estate
Education
Brigham Young University - Idaho 2002 — 2007
BS, Economics
Jefferies May 2015 - Present
MLV & Co June 2012 - March 2015
Jefferies & Company July 2010 - June 2012
Macquarie Securities May 2009 - June 2010
UBS Investment Bank April 2007 - April 2009
Skills
Financial Modeling, Investments, Bloomberg, Equity Research, Real Estate, Excel, Word, PowerPoint, Visual Basic, Bloomberg Terminal, Capital IQ, Factset, Equities, Analysis, Valuation, Economics, Financial Analysis, Commercial Real Estate
Education
Brigham Young University - Idaho 2002 — 2007
BS, Economics
Kelsea Alderman Kelsea Alderman's Jefferies & Company Experience June 2011 - August 2011
Job Distribution Analyst at Ralph Lauren
Industry Financial Services
Experience
Ralph Lauren June 2014 - Present
Ralph Lauren May 2013 - August 2013
ZAN Partners June 2012 - July 2012
Marimekko May 2011 - July 2012
Jefferies & Company June 2011 - August 2011
Skills
French, Solid computer skills, PowerPoint, Social Networking, Show Jumping, Aircraft, Merchandising, Facebook, Retail, Research, Fashion, Customer Service, Training, Microsoft Word, Sales
Education
Bucknell University 2010 — 2014
Bachelor's degree, Economics
Bucknell University 2010 — 2014
Bachelor of Arts, Economics
St Luke's School 2002 — 2010
92
Ralph Lauren June 2014 - Present
Ralph Lauren May 2013 - August 2013
ZAN Partners June 2012 - July 2012
Marimekko May 2011 - July 2012
Jefferies & Company June 2011 - August 2011
Skills
French, Solid computer skills, PowerPoint, Social Networking, Show Jumping, Aircraft, Merchandising, Facebook, Retail, Research, Fashion, Customer Service, Training, Microsoft Word, Sales
Education
Bucknell University 2010 — 2014
Bachelor's degree, Economics
Bucknell University 2010 — 2014
Bachelor of Arts, Economics
St Luke's School 2002 — 2010
92
Sridhar Vempati's Jefferies & Company Experience June 2013 - July 2015
Job Business Development
Industry Pharmaceuticals
Experience
Turing Pharmaceuticals AG August 2015 - Present
Jefferies & Company June 2013 - July 2015
Dhruv Foodworks Pvt. Ltd October 2011 - May 2013
Harvard Medical School-Dana-Farber Cancer Institute July 2007 - November 2012
Boston University School of Management September 2009 - December 2009
Biogen September 2008 - December 2008
Centre for cellular and molecular biology November 2001 - May 2004
Skills
Entrepreneurship, Strategy, Oncology, Clinical Development, Clinical Research, Lifesciences, Molecular Biology, Biotechnology, Business Development, Marketing Strategy, Business Planning, Drug Discovery, Hematology, Cell Culture, Commercialization, DCF Valuation, Equity Research, Financial Modeling, Valuation, Cell Biology, Biomarkers, Protein Chemistry, Biochemistry, Genetics, Life Sciences
Education
Boston University - School of Management 2008 — 2010
MBA, Health Sector Management, Strategy & Business Analysis 2008 – 2010
Ludwig-Maximilians Universität München 2004 — 2007
PhD, Human Biology
Guru Nanak Dev University 1998 — 2000
M.Sc, Biotechnology
Nagarjuna University 1994 — 1997
B.Sc, Biochemistry, Microbiology and Chemistry
Turing Pharmaceuticals AG August 2015 - Present
Jefferies & Company June 2013 - July 2015
Dhruv Foodworks Pvt. Ltd October 2011 - May 2013
Harvard Medical School-Dana-Farber Cancer Institute July 2007 - November 2012
Boston University School of Management September 2009 - December 2009
Biogen September 2008 - December 2008
Centre for cellular and molecular biology November 2001 - May 2004
Skills
Entrepreneurship, Strategy, Oncology, Clinical Development, Clinical Research, Lifesciences, Molecular Biology, Biotechnology, Business Development, Marketing Strategy, Business Planning, Drug Discovery, Hematology, Cell Culture, Commercialization, DCF Valuation, Equity Research, Financial Modeling, Valuation, Cell Biology, Biomarkers, Protein Chemistry, Biochemistry, Genetics, Life Sciences
Education
Boston University - School of Management 2008 — 2010
MBA, Health Sector Management, Strategy & Business Analysis 2008 – 2010
Ludwig-Maximilians Universität München 2004 — 2007
PhD, Human Biology
Guru Nanak Dev University 1998 — 2000
M.Sc, Biotechnology
Nagarjuna University 1994 — 1997
B.Sc, Biochemistry, Microbiology and Chemistry
Jordan Rothstein's Jefferies & Company Experience March 2013 - Present
Job Trader at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company March 2013 - Present
Red Top Investors January 2010 - March 2013
Red Top Investors June 2008 - January 2010
RBS Greenwich Capital June 2007 - August 2007
Skills
Non Agency Mortgage..., Fixed Income, Trading, Bloomberg Terminal, Intex Desktop, Intex Net, Microsoft Office, Microsoft Excel, Structured Products, MBS, Bloomberg, Valuation, Portfolio Management, Capital Markets, Bonds, Asset Management
Education
Boston University 2004 — 2008
Jefferies & Company March 2013 - Present
Red Top Investors January 2010 - March 2013
Red Top Investors June 2008 - January 2010
RBS Greenwich Capital June 2007 - August 2007
Skills
Non Agency Mortgage..., Fixed Income, Trading, Bloomberg Terminal, Intex Desktop, Intex Net, Microsoft Office, Microsoft Excel, Structured Products, MBS, Bloomberg, Valuation, Portfolio Management, Capital Markets, Bonds, Asset Management
Education
Boston University 2004 — 2008
Timothy Olsen Timothy Olsen's Jefferies & Company Experience 1988 - 1998
Job Sr. Vice President at ICM Asset Management
Industry Investment Management
Experience
ICM Asset Management August 2008 - Present
ICM Asset Management August 2005 - Present
ICM Asset Management March 2002 - Present
Jefferies & Company 1988 - 1998
Skills
Equities, Investments, Portfolio Management, Trading, Equity Trading, Hedge Funds, Bloomberg, Options, Asset Management, Trading Systems, Alternative Investments, Fixed Income, Electronic Trading, Derivatives, Technical Analysis, Asset Allocation, Equity Research, Securities, Order Management, Mutual Funds, Customer Relations, Microsoft Office, Compliance, Back Office, Charles River IMS, ETFs, Wealth Management, Proprietary Trading, Trading Strategies, Investment Advisory, Series 7, Capital Markets, Financial Markets, Series 63, Investment Banking, Valuation, Management, Financial Services, Financial Modeling, Private Equity, Investment Management, Investment Strategies
Education
Marymount College Palos Verdes, Palos Verdes CA 2015 — 2019
AA, AA studies
California State University-Long Beach 1989 — 1991
Economics
University of California, Los Angeles 1989 — 1989
English, Economics
ICM Asset Management August 2008 - Present
ICM Asset Management August 2005 - Present
ICM Asset Management March 2002 - Present
Jefferies & Company 1988 - 1998
Skills
Equities, Investments, Portfolio Management, Trading, Equity Trading, Hedge Funds, Bloomberg, Options, Asset Management, Trading Systems, Alternative Investments, Fixed Income, Electronic Trading, Derivatives, Technical Analysis, Asset Allocation, Equity Research, Securities, Order Management, Mutual Funds, Customer Relations, Microsoft Office, Compliance, Back Office, Charles River IMS, ETFs, Wealth Management, Proprietary Trading, Trading Strategies, Investment Advisory, Series 7, Capital Markets, Financial Markets, Series 63, Investment Banking, Valuation, Management, Financial Services, Financial Modeling, Private Equity, Investment Management, Investment Strategies
Education
Marymount College Palos Verdes, Palos Verdes CA 2015 — 2019
AA, AA studies
California State University-Long Beach 1989 — 1991
Economics
University of California, Los Angeles 1989 — 1989
English, Economics
Andrew Frank Andrew Frank's Jefferies & Company Experience 2002 - 2007
Job Executive Vice President at Shelter Rock Management, LLC
Industry Investment Management
Experience
Shelter Rock Management, LLC 2012 - Present
Penserra Securities LLC 2011 - 2012
HSBC Securities 2010 - 2011
NYSE Euronext 2007 - 2010
Jefferies & Company 2002 - 2007
Instinet Corporation 1996 - 2002
Sanford C. Bernstein May 1992 - July 1996
Merrill Lynch 1991 - 1992
Camp Dudley 1991 - 1991
Skills
Equities, Portfolio Management, Fixed Income, Wealth Management, Investment Advisory, Asset Management, Qualified Retirement...
Education
Tulane University 1987 — 1991
BA, Political Economy
Choate Rosemary Hall 1984 — 1987
HS
Skaneateles Central School 1974 — 1984
HS
Shelter Rock Management, LLC 2012 - Present
Penserra Securities LLC 2011 - 2012
HSBC Securities 2010 - 2011
NYSE Euronext 2007 - 2010
Jefferies & Company 2002 - 2007
Instinet Corporation 1996 - 2002
Sanford C. Bernstein May 1992 - July 1996
Merrill Lynch 1991 - 1992
Camp Dudley 1991 - 1991
Skills
Equities, Portfolio Management, Fixed Income, Wealth Management, Investment Advisory, Asset Management, Qualified Retirement...
Education
Tulane University 1987 — 1991
BA, Political Economy
Choate Rosemary Hall 1984 — 1987
HS
Skaneateles Central School 1974 — 1984
HS
Jeff Zinn Jeff Zinn's Jefferies & Company Experience February 2011 - August 2015
Job Head of Capital Markets at ApplePie Capital
Industry Investment Banking
Experience
ApplePie Capital August 2015 - Present
Jefferies & Company February 2011 - August 2015
The PrinceRidge Group 2009 - 2011
Bank of America Securities March 1998 - October 2008
UBS 1995 - 1998
Skills
Banking, Credit, Loans, Portfolio Management, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Credit Risk, Retail Banking, Fixed Income, Commercial Banking, Capital Markets, Investment Banking, Equities, Derivatives, Relationship Management, Investments, Financial Modeling, Business Analysis, ABS, Hedge Funds, Structured Finance, Trading, Securities, Structured Products, Bonds, Asset Management, Bloomberg, Valuation, Alternative Investments, Corporate Credit, Management, Mutual Funds, Private Equity, Finance, Due Diligence, Financial Markets, Corporate Finance, Financial Structuring, Financial Services, Series 7, Sales, Credit Derivatives, Venture Capital
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Boston University 1986 — 1990
B.S., Electrical and Electronics Engineering
Framingham North High School
Framingham North High School
Framingham North High School
ApplePie Capital August 2015 - Present
Jefferies & Company February 2011 - August 2015
The PrinceRidge Group 2009 - 2011
Bank of America Securities March 1998 - October 2008
UBS 1995 - 1998
Skills
Banking, Credit, Loans, Portfolio Management, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Credit Risk, Retail Banking, Fixed Income, Commercial Banking, Capital Markets, Investment Banking, Equities, Derivatives, Relationship Management, Investments, Financial Modeling, Business Analysis, ABS, Hedge Funds, Structured Finance, Trading, Securities, Structured Products, Bonds, Asset Management, Bloomberg, Valuation, Alternative Investments, Corporate Credit, Management, Mutual Funds, Private Equity, Finance, Due Diligence, Financial Markets, Corporate Finance, Financial Structuring, Financial Services, Series 7, Sales, Credit Derivatives, Venture Capital
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Boston University 1986 — 1990
B.S., Electrical and Electronics Engineering
Framingham North High School
Framingham North High School
Framingham North High School
Josh Targoff Josh Targoff's Jefferies & Company Experience September 2003 - May 2008
Job Partner, Chief Operating Officer and General Counsel at Third Point LLC
Industry Investment Management
Experience
Third Point LLC 2008 - Present
Jefferies & Company September 2003 - May 2008
Debevoise & Plimpton September 1996 - September 2003
Education
Yale Law School 1994 — 1996
JD
Brown University 1987 — 1991
BA, Political Science and Government
Third Point LLC 2008 - Present
Jefferies & Company September 2003 - May 2008
Debevoise & Plimpton September 1996 - September 2003
Education
Yale Law School 1994 — 1996
JD
Brown University 1987 — 1991
BA, Political Science and Government
Benjamin Chiarelli's Jefferies & Company Experience March 2010 - October 2011
Job Vice President, Strategy and Corporate Development at Millennium Health
Industry Biotechnology
Experience
Millennium Health June 2014 - Present
American Made Liner Systems January 2014 - Present
J.P. Morgan February 2013 - June 2014
J.P. Morgan October 2011 - February 2013
Jefferies & Company March 2010 - October 2011
Deloitte Financial Advisory Services June 2008 - March 2010
Deloitte Financial Advisory Services April 2007 - June 2008
PPG Industries May 2006 - August 2006
SSI Services July 2003 - March 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Mergers & Acquisitions, Financial Analysis, Business Valuation, Due Diligence, Strategy, Business Strategy, Strategy Development, Investment Strategies, Finance, Equities, DCF, LBO, Private Equity, Capital Markets, Corporate Development, Executive Management, Management, Investments, Securities, Venture Capital, Growth Equity
Education
Carnegie Mellon University 2004 — 2007
MBA, Finance, Accounting, Strategy
Case Western Reserve University 1999 — 2003
BS, Mechanical Engineering
Montour High School 1996 — 1999
High school diploma, High School/Secondary Diplomas and Certificates
Millennium Health June 2014 - Present
American Made Liner Systems January 2014 - Present
J.P. Morgan February 2013 - June 2014
J.P. Morgan October 2011 - February 2013
Jefferies & Company March 2010 - October 2011
Deloitte Financial Advisory Services June 2008 - March 2010
Deloitte Financial Advisory Services April 2007 - June 2008
PPG Industries May 2006 - August 2006
SSI Services July 2003 - March 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Mergers & Acquisitions, Financial Analysis, Business Valuation, Due Diligence, Strategy, Business Strategy, Strategy Development, Investment Strategies, Finance, Equities, DCF, LBO, Private Equity, Capital Markets, Corporate Development, Executive Management, Management, Investments, Securities, Venture Capital, Growth Equity
Education
Carnegie Mellon University 2004 — 2007
MBA, Finance, Accounting, Strategy
Case Western Reserve University 1999 — 2003
BS, Mechanical Engineering
Montour High School 1996 — 1999
High school diploma, High School/Secondary Diplomas and Certificates
Rachael Hall Rachael Hall's Jefferies & Company Experience 2009 - 2010
Job Customer Operations: Specializing in IT instruction
Industry Information Technology and Services
Experience
Apple January 2015 - Present
Talend November 2014 - January 2015
GWE - Jillian's San Francisco October 2011 - December 2014
Leapset August 2013 - April 2014
Jack's February 2011 - October 2011
Jefferies & Company 2009 - 2010
Wells Fargo 2005 - 2010
Skills
Microsoft Office, Social Networking, Management, Account Management, Customer Service, Outlook, Microsoft Excel, Team Building, Training, PowerPoint, Salesforce.com, Administrative..., Event Planning, Microsoft Word, Marketing, Project Management, Hospitality, Advertising, Business Development, Analysis, Access, Time Management, CRM, Social Media, Strategy, Technical Support, Troubleshooting, Networking, Leadership, Human Resources, Team Leadership, Databases, Customer Satisfaction, Event Management, Consulting, Telecommunications, Database Administration, Coaching, Integration, Strategic Planning, Communication, Vendor Management, Social Media Marketing, Interviews, Product Management, Recruiting, Program Management, Budgets, New Business Development, Sales
Education
St. Mary's College of California 2004 — 2007
Bachelor of Technology (B.Tech.), Computer Science
City College of San Francisco 1998 — 2000
Hospitality Management, Emphasis in Fine Dining
Apple January 2015 - Present
Talend November 2014 - January 2015
GWE - Jillian's San Francisco October 2011 - December 2014
Leapset August 2013 - April 2014
Jack's February 2011 - October 2011
Jefferies & Company 2009 - 2010
Wells Fargo 2005 - 2010
Skills
Microsoft Office, Social Networking, Management, Account Management, Customer Service, Outlook, Microsoft Excel, Team Building, Training, PowerPoint, Salesforce.com, Administrative..., Event Planning, Microsoft Word, Marketing, Project Management, Hospitality, Advertising, Business Development, Analysis, Access, Time Management, CRM, Social Media, Strategy, Technical Support, Troubleshooting, Networking, Leadership, Human Resources, Team Leadership, Databases, Customer Satisfaction, Event Management, Consulting, Telecommunications, Database Administration, Coaching, Integration, Strategic Planning, Communication, Vendor Management, Social Media Marketing, Interviews, Product Management, Recruiting, Program Management, Budgets, New Business Development, Sales
Education
St. Mary's College of California 2004 — 2007
Bachelor of Technology (B.Tech.), Computer Science
City College of San Francisco 1998 — 2000
Hospitality Management, Emphasis in Fine Dining
Anthony Crowdell Anthony Crowdell's Jefferies & Company Experience June 2000 - Present
Job Power/Electric Utilities
Industry Investment Banking
Experience
Jefferies & Company June 2000 - Present
USA Hockey January 1987 - Present
BRAVO Volunteer Ambulance Service Inc. February 1993 - December 2005
Con Edison January 1997 - April 2000
Skills
Equity Research, Bloomberg, Equities, Valuation, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
Master of Business Administration (MBA), Finance, General
City University of New York City College 1995 — 1998
Master of Engineering (MEng), Mechanical Engineering
City University of New York-College of Staten Island 1989 — 1994
Bachelor's degree, Engineering
IS 51
Monsignor Farrell
PS 30
Jefferies & Company June 2000 - Present
USA Hockey January 1987 - Present
BRAVO Volunteer Ambulance Service Inc. February 1993 - December 2005
Con Edison January 1997 - April 2000
Skills
Equity Research, Bloomberg, Equities, Valuation, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
Master of Business Administration (MBA), Finance, General
City University of New York City College 1995 — 1998
Master of Engineering (MEng), Mechanical Engineering
City University of New York-College of Staten Island 1989 — 1994
Bachelor's degree, Engineering
IS 51
Monsignor Farrell
PS 30
Alison Davidson, CAP-OM, MOS Alison Davidson, CAP-OM, MOS's Jefferies & Company Experience February 2004 - September 2005
Job Creative Executive Assistant
Industry Marketing and Advertising
Experience
Insperity February 2010 - May 2014
Pajaro Valley Prevention and Student Assistance, Inc September 2007 - October 2009
Granite Construction September 2005 - April 2006
Jefferies & Company February 2004 - September 2005
Skills
PowerPoint, Microsoft Publisher, Microsoft Excel, Microsoft Word, Outlook, Access, SharePoint, Social Media Marketing, Swiftpage, Web Design, Google Adwords, Google Analytics, Graphic Design, Marketing Communications, Event Planning, Travel Arrangements, Customer Service, Research, Writing, Editing, Windows, Illustrator, Documentation, Accounting, Customer Relations, Problem Solving, Expense Reports, Software Documentation, Marketing, Management, Facebook
Education
International Association of Administrative Professionals 2012 — 2012
Certified Administrative Professional, CAP Certification Exam Nov. 2012
San Jacinto College 2012 — 2012
Microsoft Office Specialist Certification, PowerPoint, Excel, Word, Certification
Cabrillo College 1997 — 2000
Associate Degree Level Coursework (64 Credits Earned), Library Science, General Education
College of the Mainland 1983 — 1984
General Education Coursework (25 Credits Earned), General Business
Insperity February 2010 - May 2014
Pajaro Valley Prevention and Student Assistance, Inc September 2007 - October 2009
Granite Construction September 2005 - April 2006
Jefferies & Company February 2004 - September 2005
Skills
PowerPoint, Microsoft Publisher, Microsoft Excel, Microsoft Word, Outlook, Access, SharePoint, Social Media Marketing, Swiftpage, Web Design, Google Adwords, Google Analytics, Graphic Design, Marketing Communications, Event Planning, Travel Arrangements, Customer Service, Research, Writing, Editing, Windows, Illustrator, Documentation, Accounting, Customer Relations, Problem Solving, Expense Reports, Software Documentation, Marketing, Management, Facebook
Education
International Association of Administrative Professionals 2012 — 2012
Certified Administrative Professional, CAP Certification Exam Nov. 2012
San Jacinto College 2012 — 2012
Microsoft Office Specialist Certification, PowerPoint, Excel, Word, Certification
Cabrillo College 1997 — 2000
Associate Degree Level Coursework (64 Credits Earned), Library Science, General Education
College of the Mainland 1983 — 1984
General Education Coursework (25 Credits Earned), General Business
Shane McHugh Shane McHugh's Jefferies & Company Experience May 2012 - August 2012
Job Associate at CCMP Capital
Industry Banking
Experience
CCMP Capital July 2015 - Present
Jefferies LLC July 2013 - June 2015
Jefferies & Company May 2012 - August 2012
Education
Brown University 2009 — 2013
BA, Economics
St. Andrew's School 2005 — 2009
CCMP Capital July 2015 - Present
Jefferies LLC July 2013 - June 2015
Jefferies & Company May 2012 - August 2012
Education
Brown University 2009 — 2013
BA, Economics
St. Andrew's School 2005 — 2009
Jay McMenamy's Jefferies & Company Experience August 2006 - April 2008
Job District Sales Manager at Martignetti Companies
Industry Wine and Spirits
Experience
Martignetti Companies February 2013 - Present
Martignetti/Commonwealth Wine December 2009 - February 2013
Commonwealth Wine December 2008 - December 2009
Jefferies & Company August 2006 - April 2008
Fidelity Investments March 2005 - August 2006
Skills
Sales, Retail, Merchandising, Brand Management, Sales Operations, Pricing, Customer Service, Key Account Development, Account Management, Sales Management, Marketing, Direct Sales, Forecasting, Key Account Management, Market Planning, Management, Marketing Strategy, Beverage Industry, Inventory Management, Wine
Education
Bridgewater State College 2003 — 2005
Bachelor of Arts degree, Communication; Communication Studies and Public Relations
Martignetti Companies February 2013 - Present
Martignetti/Commonwealth Wine December 2009 - February 2013
Commonwealth Wine December 2008 - December 2009
Jefferies & Company August 2006 - April 2008
Fidelity Investments March 2005 - August 2006
Skills
Sales, Retail, Merchandising, Brand Management, Sales Operations, Pricing, Customer Service, Key Account Development, Account Management, Sales Management, Marketing, Direct Sales, Forecasting, Key Account Management, Market Planning, Management, Marketing Strategy, Beverage Industry, Inventory Management, Wine
Education
Bridgewater State College 2003 — 2005
Bachelor of Arts degree, Communication; Communication Studies and Public Relations
Danny Klotz Danny Klotz's Jefferies & Company Experience July 2011 - June 2014
Job Finance Associate at SFX Entertainment, Inc.
Industry Investment Banking
Experience
SFX Entertainment, Inc. June 2014 - Present
Jefferies & Company July 2011 - June 2014
Rockefeller Financial June 2010 - August 2010
Royal Bank of Scotland June 2009 - August 2009
Skills
Valuation, Economics, LBO, Bloomberg, Investment Banking, Financial Modeling, Hedge Funds, Capital Markets, Financial Analysis, Private Equity, Equities, Fixed Income, Mergers & Acquisitions, Due Diligence, Capital IQ, DCF, Investments, Leveraged Finance, Media Industries, Entertainment Industry, Intellectual Property...
Education
Brown University 2007 — 2011
Bachelor's degree, History
Brown University 2007 — 2011
Bachelor's degree
SFX Entertainment, Inc. June 2014 - Present
Jefferies & Company July 2011 - June 2014
Rockefeller Financial June 2010 - August 2010
Royal Bank of Scotland June 2009 - August 2009
Skills
Valuation, Economics, LBO, Bloomberg, Investment Banking, Financial Modeling, Hedge Funds, Capital Markets, Financial Analysis, Private Equity, Equities, Fixed Income, Mergers & Acquisitions, Due Diligence, Capital IQ, DCF, Investments, Leveraged Finance, Media Industries, Entertainment Industry, Intellectual Property...
Education
Brown University 2007 — 2011
Bachelor's degree, History
Brown University 2007 — 2011
Bachelor's degree
Alan Handler's Jefferies & Company Experience January 2013 - March 2015
Job Managing Director at TJM Brokerage
Industry Investment Management
Experience
TJM Brokerage March 2015 - Present
Jefferies & Company January 2013 - March 2015
Arlington Financial Services July 2010 - January 2013
Sequential Capital Management June 2009 - June 2010
R.J. O'Brien 1998 - 2010
Credit Suisse First Boston March 1996 - April 1998
Laurel Asset Management January 1995 - March 1996
Citigroup Global Markets July 1992 - January 1995
Lehman Brothers June 1985 - July 1992
Skills
Sales, Marketing, Capital Raising, Alternative Investments, Hedge Funds, Managed Futures, Options, Commodity, Trading, Trading Systems, Equities, Investment Strategies, Securities, Investments, Asset Managment, Hedging, Derivatives, Portfolio Management, Electronic Trading, Fixed Income
Education
Brandeis University 1975 — 1980
BA, History
TJM Brokerage March 2015 - Present
Jefferies & Company January 2013 - March 2015
Arlington Financial Services July 2010 - January 2013
Sequential Capital Management June 2009 - June 2010
R.J. O'Brien 1998 - 2010
Credit Suisse First Boston March 1996 - April 1998
Laurel Asset Management January 1995 - March 1996
Citigroup Global Markets July 1992 - January 1995
Lehman Brothers June 1985 - July 1992
Skills
Sales, Marketing, Capital Raising, Alternative Investments, Hedge Funds, Managed Futures, Options, Commodity, Trading, Trading Systems, Equities, Investment Strategies, Securities, Investments, Asset Managment, Hedging, Derivatives, Portfolio Management, Electronic Trading, Fixed Income
Education
Brandeis University 1975 — 1980
BA, History
Benjamin Loveman's Jefferies & Company Experience June 2009 - August 2010
Job Analyst at Rockefeller & Co.
Industry Financial Services
Experience
Rockefeller & Co., Inc. August 2013 - Present
One William Street Capital June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Jefferies & Company June 2009 - August 2010
Skills
Excel, PowerPoint, Economics, Microsoft Excel, Financial Analysis, Microsoft Word, Data Analysis, Valuation, Research
Education
Wake Forest University 2009 — 2013
BA, Economics
Wake Forest University Summer Management Program 2011 — 2011
Bachelor of Arts (BA), Economics
Choate Rosemary Hall 2005 — 2009
Rockefeller & Co., Inc. August 2013 - Present
One William Street Capital June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Jefferies & Company June 2009 - August 2010
Skills
Excel, PowerPoint, Economics, Microsoft Excel, Financial Analysis, Microsoft Word, Data Analysis, Valuation, Research
Education
Wake Forest University 2009 — 2013
BA, Economics
Wake Forest University Summer Management Program 2011 — 2011
Bachelor of Arts (BA), Economics
Choate Rosemary Hall 2005 — 2009
Jeffrey Werring Jeffrey Werring's Jefferies & Company Experience April 2005 - June 2011
Job Director Institutional Sales/Cortview Capital/A Warburg Pincus Company
Industry Investment Banking
Experience
Cortview Capital Markets August 2011 - Present
Jefferies & Company April 2005 - June 2011
Education
Bucknell University 1996 — 2000
BA, Economics
Delbarton School 1992 — 1996
Cortview Capital Markets August 2011 - Present
Jefferies & Company April 2005 - June 2011
Education
Bucknell University 1996 — 2000
BA, Economics
Delbarton School 1992 — 1996
Steve Lutz Steve Lutz's Jefferies & Company Experience January 2007 - Present
Job SVP at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company January 2007 - Present
UBS Investment Bank 2000 - 2007
Furman Selz 2000 - 2007
UBS 1999 - November 2006
Chase Manhattan Bank NA 1991 - 1993
Skills
Investment Banking, Fixed Income, Equities, Hedge Funds, Private Equity, Trading Systems, Electronic Trading, Mergers & Acquisitions, Market Data, Sales Management, Relationship Management, Strategic Planning, IT Strategy, Customer Service, Customer Experience, CRM Integration, Project Management, Program Management, Management, Product Development
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Computers, Mathematics
Jefferies & Company January 2007 - Present
UBS Investment Bank 2000 - 2007
Furman Selz 2000 - 2007
UBS 1999 - November 2006
Chase Manhattan Bank NA 1991 - 1993
Skills
Investment Banking, Fixed Income, Equities, Hedge Funds, Private Equity, Trading Systems, Electronic Trading, Mergers & Acquisitions, Market Data, Sales Management, Relationship Management, Strategic Planning, IT Strategy, Customer Service, Customer Experience, CRM Integration, Project Management, Program Management, Management, Product Development
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Computers, Mathematics
Butch Narido Butch Narido's Jefferies & Company Experience December 2006 - December 2007
Job Business Development Senior Designer at Paul Hastings
Industry Law Practice
Experience
Paul Hastings LLP January 2010 - Present
NTS MediaOnline August 2008 - Present
Kaiser Permanente December 2007 - December 2009
Jefferies & Company December 2006 - December 2007
Radio & Records April 1997 - December 2006
Los Angeles Times April 1996 - April 1997
Gonluco Printing August 1995 - September 1996
Skills
Illustrator, InDesign, Dreamweaver, Flash, Microsoft Word, Microsoft Excel, Microsoft Outlook, Photoshop, Photography, Adobe Creative Suite, Advertising, Creative Direction, Web Design, Outlook, Graphic Design, Mac, Brochures, Layout, Logo Design, Graphics
Education
California State University-Los Angeles 1990 — 1995
BA, Graphic Design
Paul Hastings LLP January 2010 - Present
NTS MediaOnline August 2008 - Present
Kaiser Permanente December 2007 - December 2009
Jefferies & Company December 2006 - December 2007
Radio & Records April 1997 - December 2006
Los Angeles Times April 1996 - April 1997
Gonluco Printing August 1995 - September 1996
Skills
Illustrator, InDesign, Dreamweaver, Flash, Microsoft Word, Microsoft Excel, Microsoft Outlook, Photoshop, Photography, Adobe Creative Suite, Advertising, Creative Direction, Web Design, Outlook, Graphic Design, Mac, Brochures, Layout, Logo Design, Graphics
Education
California State University-Los Angeles 1990 — 1995
BA, Graphic Design
Drew Loucks Drew Loucks's Jefferies & Company Experience August 2004 - June 2006
Job Board Member at Symmetry Corporation
Industry Venture Capital & Private Equity
Experience
Symmetry Corporation January 2014 - Present
Ascenty October 2011 - Present
Great Hill Partners August 2011 - Present
Latisys October 2011 - February 2015
TUDOR INVESTMENT CORPORATION June 2006 - June 2009
Jefferies & Company August 2004 - June 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Bowdoin College 2000 — 2004
BA, Economics, Government
Symmetry Corporation January 2014 - Present
Ascenty October 2011 - Present
Great Hill Partners August 2011 - Present
Latisys October 2011 - February 2015
TUDOR INVESTMENT CORPORATION June 2006 - June 2009
Jefferies & Company August 2004 - June 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Bowdoin College 2000 — 2004
BA, Economics, Government
Timothy O'Shea Timothy O'Shea's Jefferies & Company Experience May 2012 - Present
Job Vice President, Equity Research (Internet and Video Game sector) at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2012 - Present
UBS Investment Bank February 2012 - May 2012
UBS Investment Bank July 2010 - February 2012
UBS Investment Bank June 2009 - July 2009
Skills
Internet, Video Game, Financial Modeling, Equity Research, Excel, NPD, Word, Powerpoint, Writing, PowerPoint, Series 7, Microsoft Excel, Product Development, Video Games, Mobile Advertisting, Display Advertising, Demand Side Platforms, Online Video..., Discounted Cash Flow, Real Time Bidding, Valuation, Finance, Hedge Funds, Equities, Bloomberg, Financial Analysis, Investments, Leadership, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business
MBA, Investment Strategy
Trinity College-Hartford
BS, Electrical Engineering
St. Paul's School
High School, Liberal Arts
Jefferies & Company May 2012 - Present
UBS Investment Bank February 2012 - May 2012
UBS Investment Bank July 2010 - February 2012
UBS Investment Bank June 2009 - July 2009
Skills
Internet, Video Game, Financial Modeling, Equity Research, Excel, NPD, Word, Powerpoint, Writing, PowerPoint, Series 7, Microsoft Excel, Product Development, Video Games, Mobile Advertisting, Display Advertising, Demand Side Platforms, Online Video..., Discounted Cash Flow, Real Time Bidding, Valuation, Finance, Hedge Funds, Equities, Bloomberg, Financial Analysis, Investments, Leadership, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business
MBA, Investment Strategy
Trinity College-Hartford
BS, Electrical Engineering
St. Paul's School
High School, Liberal Arts
Jonathan Charles's Jefferies & Company Experience 2006 - 2007
Job Venture Capitalist @ Samsung Catalyst Fund
Industry Venture Capital & Private Equity
Experience
Samsung Catalyst Fund September 2013 - Present
Michigan Business School and Engineering Center for Entreprenuership 2007 - 2014
Roambi 2011 - 2013
Apple February 2010 - March 2011
IPotential April 2009 - September 2009
GradSphere Media (Startup) 2007 - 2009
Jefferies & Company 2006 - 2007
Amherst Fund (private equity) 2005 - 2006
Apjohn Ventures 2004 - 2006
Skills
Start-ups, Strategy, Product Management, SaaS, Mobile Devices, Product Marketing, Venture Capital, Enterprise Software, New Business Development, Mobile Applications, Financial Modeling, Mergers & Acquisitions, Program Management, Cloud Computing, Strategic Partnerships, Business Development, Cross-functional Team..., Business Planning, Valuation, Mobile Technology, Mergers, Financial Analysis, Analysis, Management, Pricing, Due Diligence, Private Equity, Go-to-market Strategy, Market Research, Business Intelligence, Partnerships, Marketing Strategy, Business Strategy, Partnership Development, Investment Banking, Legal Issues, Patents, Corporate Development, Entrepreneurship, Technology Development
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Entrepreneurship
Carnegie Mellon University 2001 — 2002
Master of Science (M.Sc.), E-commerce (a.k.a. "Master in Product Management")
University of Michigan at Ann Arbor
MHSA, Healthcare Management
Tulane University School of Public Health and Tropical Medicine
Master of Public Health (MPH), Maternal and Child Health
Stanford University
2011 Continuing Ed: SaaS - Cloud Computing Sales & Marketing
Pragmatic Marketing 2012 — 2012
Certificate, Pragmatic Marketing: Effective Product Marketing Certificate, Completed - Q4 of 2012
Samsung Catalyst Fund September 2013 - Present
Michigan Business School and Engineering Center for Entreprenuership 2007 - 2014
Roambi 2011 - 2013
Apple February 2010 - March 2011
IPotential April 2009 - September 2009
GradSphere Media (Startup) 2007 - 2009
Jefferies & Company 2006 - 2007
Amherst Fund (private equity) 2005 - 2006
Apjohn Ventures 2004 - 2006
Skills
Start-ups, Strategy, Product Management, SaaS, Mobile Devices, Product Marketing, Venture Capital, Enterprise Software, New Business Development, Mobile Applications, Financial Modeling, Mergers & Acquisitions, Program Management, Cloud Computing, Strategic Partnerships, Business Development, Cross-functional Team..., Business Planning, Valuation, Mobile Technology, Mergers, Financial Analysis, Analysis, Management, Pricing, Due Diligence, Private Equity, Go-to-market Strategy, Market Research, Business Intelligence, Partnerships, Marketing Strategy, Business Strategy, Partnership Development, Investment Banking, Legal Issues, Patents, Corporate Development, Entrepreneurship, Technology Development
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Entrepreneurship
Carnegie Mellon University 2001 — 2002
Master of Science (M.Sc.), E-commerce (a.k.a. "Master in Product Management")
University of Michigan at Ann Arbor
MHSA, Healthcare Management
Tulane University School of Public Health and Tropical Medicine
Master of Public Health (MPH), Maternal and Child Health
Stanford University
2011 Continuing Ed: SaaS - Cloud Computing Sales & Marketing
Pragmatic Marketing 2012 — 2012
Certificate, Pragmatic Marketing: Effective Product Marketing Certificate, Completed - Q4 of 2012
Yam Ki Chan's Jefferies & Company Experience 2004 - 2005
Job Director for International Economics at the National Security Council Staff
Industry International Affairs
Experience
The White House October 2014 - Present
U.S. Department of the Treasury August 2010 - October 2014
Elliott Management Corp September 2009 - May 2010
China Foundation for Poverty Alleviation Microfinance June 2009 - August 2009
WildChina Company Limited 2006 - 2008
WildChina Company Limited 2006 - 2007
Jefferies & Company 2004 - 2005
Skills
Mandarin, Cantonese, Valuation, M&A experience, Macroeconomics, Foreign Investment, Investment Banking, VBA, Excel, Business Meetings, Group Presentations, Data Analysis, Troubleshooting, Multicultural..., Business Strategy, Financial Modeling, International Economics, Editing, Policy Analysis, Emerging Markets, Political Risk Analysis, Microsoft Excel, Program Management, Public Policy, Program Evaluation, Foreign Policy, Research, Stata, Econometrics, Chinese, Economic Development, Strategy, Qualitative Research, Economics, Government, International..., International Relations, Microfinance, Analysis, Policy, Finance
Education
Columbia University - School of International and Public Affairs 2008 — 2010
Master's Degree
Carleton College 2000 — 2004
Bachelor's Degree
Nankai University 2003 — 2003
School Year Abroad 1999 — 2000
Latin School of Chicago 1996 — 2000
The White House October 2014 - Present
U.S. Department of the Treasury August 2010 - October 2014
Elliott Management Corp September 2009 - May 2010
China Foundation for Poverty Alleviation Microfinance June 2009 - August 2009
WildChina Company Limited 2006 - 2008
WildChina Company Limited 2006 - 2007
Jefferies & Company 2004 - 2005
Skills
Mandarin, Cantonese, Valuation, M&A experience, Macroeconomics, Foreign Investment, Investment Banking, VBA, Excel, Business Meetings, Group Presentations, Data Analysis, Troubleshooting, Multicultural..., Business Strategy, Financial Modeling, International Economics, Editing, Policy Analysis, Emerging Markets, Political Risk Analysis, Microsoft Excel, Program Management, Public Policy, Program Evaluation, Foreign Policy, Research, Stata, Econometrics, Chinese, Economic Development, Strategy, Qualitative Research, Economics, Government, International..., International Relations, Microfinance, Analysis, Policy, Finance
Education
Columbia University - School of International and Public Affairs 2008 — 2010
Master's Degree
Carleton College 2000 — 2004
Bachelor's Degree
Nankai University 2003 — 2003
School Year Abroad 1999 — 2000
Latin School of Chicago 1996 — 2000
Hooman Yaghoobi's Jefferies & Company Experience January 2012 - Present
Job Portfolio Manager Quantitative Equity strategies
Industry Investment Management
Experience
Jefferies & Company January 2012 - Present
Luxembourg UCITS Fund Startup July 2010 - December 2011
Invesco Ltd. June 2010 - June 2010
Morgan Stanley Investment Management June 2008 - May 2010
Morgan Stanley Investment Management April 2002 - May 2008
Morgan Stanley Investment Management July 1998 - March 2002
Morgan Stanley Investment Management July 1995 - June 1998
Skills
Quantitative Modeling, Quantitative Finance, Portfolio Management, Asset Management, Equities, International Equities, Team Leadership, Investment Management, Financial Markets, Risk Management, Asset Allocation, Investment Banking, Financial Modeling, Investments, Capital Markets, Asset Managment, Mutual Funds
Education
Carnegie Mellon University 1994 — 1998
PhD - ABD, Electrical and Computer Engineering
Carnegie Mellon University 1993 — 1994
MS, Electrical and Computer Engineering
Carnegie Mellon University 1989 — 1993
BS, Electrical Engineering and Computer Engineering
Jefferies & Company January 2012 - Present
Luxembourg UCITS Fund Startup July 2010 - December 2011
Invesco Ltd. June 2010 - June 2010
Morgan Stanley Investment Management June 2008 - May 2010
Morgan Stanley Investment Management April 2002 - May 2008
Morgan Stanley Investment Management July 1998 - March 2002
Morgan Stanley Investment Management July 1995 - June 1998
Skills
Quantitative Modeling, Quantitative Finance, Portfolio Management, Asset Management, Equities, International Equities, Team Leadership, Investment Management, Financial Markets, Risk Management, Asset Allocation, Investment Banking, Financial Modeling, Investments, Capital Markets, Asset Managment, Mutual Funds
Education
Carnegie Mellon University 1994 — 1998
PhD - ABD, Electrical and Computer Engineering
Carnegie Mellon University 1993 — 1994
MS, Electrical and Computer Engineering
Carnegie Mellon University 1989 — 1993
BS, Electrical Engineering and Computer Engineering
Brad Corona's Jefferies & Company Experience July 2007 - February 2010
Job Vice President at Manti Ventures, LLC
Industry Venture Capital & Private Equity
Experience
Manti Ventures, LLC April 2012 - Present
Jack Robie, LLC (dba One Orange) February 2010 - Present
Jefferies & Company July 2007 - February 2010
Jefferies & Company August 2004 - July 2007
Skills
Private Equity, Mergers, Business Strategy, Financial Analysis, Investment Banking, Valuation, Corporate Finance, Due Diligence, Venture Capital, Start-ups, Financial Modeling, Social Media, E-commerce, Mergers & Acquisitions, LBO, Investments, Entrepreneurship
Education
Brown University 2000 — 2004
Bachelor of Arts, Business Economics
Copenhagen Business School 2003 — 2003
International Business
Manti Ventures, LLC April 2012 - Present
Jack Robie, LLC (dba One Orange) February 2010 - Present
Jefferies & Company July 2007 - February 2010
Jefferies & Company August 2004 - July 2007
Skills
Private Equity, Mergers, Business Strategy, Financial Analysis, Investment Banking, Valuation, Corporate Finance, Due Diligence, Venture Capital, Start-ups, Financial Modeling, Social Media, E-commerce, Mergers & Acquisitions, LBO, Investments, Entrepreneurship
Education
Brown University 2000 — 2004
Bachelor of Arts, Business Economics
Copenhagen Business School 2003 — 2003
International Business
David Caluori's Jefferies & Company Experience August 2003 - December 2004
Job Principal at General Atlantic
Industry Venture Capital & Private Equity
Experience
General Atlantic December 2014 - Present
Welsh, Carson, Anderson & Stowe January 2005 - December 2014
naviHealth, Inc. November 2011 - November 2014
Valeritas September 2011 - November 2014
K2M July 2010 - November 2014
CareSpot July 2007 - November 2014
Solstas Lab Partners December 2009 - January 2014
Jefferies & Company August 2003 - December 2004
Piper Jaffray January 2003 - August 2003
Skills
Due Diligence, Financial Analysis, Investment Banking, Equities, Healthcare, LBO, Equity Valuation, Medical Devices, Diagnostics, Medical Diagnostics, Diabetes, Debt, Hospitals, Dialysis, Private Equity, Private Equity Firms, Private Equity Funding, Private Equity/Venture..., Entrepreneurship, Social Media, Healthcare IT, Healthcare Industry, Health Insurance, Healthcare Information..., Healthcare Consulting, Healthcare Marketing, Healthcare Technology, Business Strategy, Negotiation
Education
Brown University 1996 — 2002
BA
General Atlantic December 2014 - Present
Welsh, Carson, Anderson & Stowe January 2005 - December 2014
naviHealth, Inc. November 2011 - November 2014
Valeritas September 2011 - November 2014
K2M July 2010 - November 2014
CareSpot July 2007 - November 2014
Solstas Lab Partners December 2009 - January 2014
Jefferies & Company August 2003 - December 2004
Piper Jaffray January 2003 - August 2003
Skills
Due Diligence, Financial Analysis, Investment Banking, Equities, Healthcare, LBO, Equity Valuation, Medical Devices, Diagnostics, Medical Diagnostics, Diabetes, Debt, Hospitals, Dialysis, Private Equity, Private Equity Firms, Private Equity Funding, Private Equity/Venture..., Entrepreneurship, Social Media, Healthcare IT, Healthcare Industry, Health Insurance, Healthcare Information..., Healthcare Consulting, Healthcare Marketing, Healthcare Technology, Business Strategy, Negotiation
Education
Brown University 1996 — 2002
BA
Tyler Lonsdale's Jefferies & Company Experience July 2008 - July 2010
Job Davidson Kempner Capital Management
Industry Investment Management
Experience
Davidson Kempner Capital Management May 2015 - Present
MatlinPatterson July 2010 - March 2015
Jefferies & Company July 2008 - July 2010
GE Energy May 2007 - August 2007
Education
Bowdoin College 2004 — 2008
BA, Economics, English
Davidson Kempner Capital Management May 2015 - Present
MatlinPatterson July 2010 - March 2015
Jefferies & Company July 2008 - July 2010
GE Energy May 2007 - August 2007
Education
Bowdoin College 2004 — 2008
BA, Economics, English
Nicholas Davide's Jefferies & Company Experience 2011 - April 2013
Job Broker Dealer Operations Management
Industry Financial Services
Experience
Nicholas Davide September 2007 - Present
Consultant 2007 - Present
Nicholas Davide 2007 - Present
Jefferies & Company 2011 - April 2013
Hecht 2013 - 2013
IMAG June 2008 - May 2010
SG Americas Securities 2001 - August 2007
Societe Generale 1998 - 2007
Societe Generale/Cowen Securities 1998 - 2007
SG Cowen 1998 - 2001
Skills
Operational Risk, Sybase, Business Planning, Equities, Securities, Fixed Income, Investment Banking, Capital Markets, Middle Office, Back Office, Banking, Equity Derivatives, Financial Markets, Electronic Trading, Financial Services, FX Options, Hedge Funds, Derivatives, Options, Prime Brokerage, Trading Systems, Trading, Bloomberg, Market Risk, Wealth Management, AML, Interest Rate..., Settlement, Swaps, Investments, Risk Management, Alternative Investments, Asset Management, Bonds, Mutual Funds, Market Data, Structured Products, Series 7, Financial Risk, Corporate Actions, Valuation, Credit Derivatives, Equity Trading, Series 63, Collateral Management, Portfolio Management, Investment Management, Funding, Commodity, Emerging Markets
Education
City University of New York-Brooklyn College 1968 — 1975
Nicholas Davide September 2007 - Present
Consultant 2007 - Present
Nicholas Davide 2007 - Present
Jefferies & Company 2011 - April 2013
Hecht 2013 - 2013
IMAG June 2008 - May 2010
SG Americas Securities 2001 - August 2007
Societe Generale 1998 - 2007
Societe Generale/Cowen Securities 1998 - 2007
SG Cowen 1998 - 2001
Skills
Operational Risk, Sybase, Business Planning, Equities, Securities, Fixed Income, Investment Banking, Capital Markets, Middle Office, Back Office, Banking, Equity Derivatives, Financial Markets, Electronic Trading, Financial Services, FX Options, Hedge Funds, Derivatives, Options, Prime Brokerage, Trading Systems, Trading, Bloomberg, Market Risk, Wealth Management, AML, Interest Rate..., Settlement, Swaps, Investments, Risk Management, Alternative Investments, Asset Management, Bonds, Mutual Funds, Market Data, Structured Products, Series 7, Financial Risk, Corporate Actions, Valuation, Credit Derivatives, Equity Trading, Series 63, Collateral Management, Portfolio Management, Investment Management, Funding, Commodity, Emerging Markets
Education
City University of New York-Brooklyn College 1968 — 1975
steven takahashi's Jefferies & Company Experience February 1987 - September 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Nonesuch Records February 2006 - 2008
Nordman Cormany Hair & Compton September 1997 - February 2006
Jefferies & Company February 1987 - September 1996
Jefferies & Company, Inc 1987 - 1996
Skills
Technical Support, Servers, Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, Public Speaking, Management, Risk Management, Windows, Business Analysis, Program Management
Education
California Polytechnic State University-San Luis Obispo 1974 — 1977
Nonesuch Records February 2006 - 2008
Nordman Cormany Hair & Compton September 1997 - February 2006
Jefferies & Company February 1987 - September 1996
Jefferies & Company, Inc 1987 - 1996
Skills
Technical Support, Servers, Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, Public Speaking, Management, Risk Management, Windows, Business Analysis, Program Management
Education
California Polytechnic State University-San Luis Obispo 1974 — 1977
Jeremy Astor's Jefferies & Company Experience July 2007 - July 2010
Job Corporate Development Director at Oracle
Industry Computer Software
Experience
Oracle May 2014 - Present
Oracle 2012 - 2014
Oracle Corporation July 2010 - 2012
Jefferies & Company July 2007 - July 2010
Carnegie Mellon University August 2004 - May 2007
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science (B.S.), Business Administration - Finance Concentration
Oracle May 2014 - Present
Oracle 2012 - 2014
Oracle Corporation July 2010 - 2012
Jefferies & Company July 2007 - July 2010
Carnegie Mellon University August 2004 - May 2007
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science (B.S.), Business Administration - Finance Concentration
Natalie Razdolsky's Jefferies & Company Experience May 2011 - Present
Job Operational Risk Manager at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2011 - Present
Ernst & Young September 2008 - April 2011
Vantage Point Financial May 2006 - August 2008
Boston University September 2005 - May 2008
Skills
Risk Management
Education
Boston University 2004 — 2008
BBA, Finance, Economics
Boston University Questrom School of Business 2004 — 2008
Jefferies & Company May 2011 - Present
Ernst & Young September 2008 - April 2011
Vantage Point Financial May 2006 - August 2008
Boston University September 2005 - May 2008
Skills
Risk Management
Education
Boston University 2004 — 2008
BBA, Finance, Economics
Boston University Questrom School of Business 2004 — 2008
Caroline Schimmelbusch's Jefferies & Company Experience July 2009 - May 2010
Job Investor Relations at GI Partners
Industry Venture Capital & Private Equity
Experience
GI Partners August 2012 - Present
Bloomberg TV June 2011 - May 2012
Jefferies & Company July 2009 - May 2010
Jefferies & Company July 2007 - June 2009
Jefferies & Company July 2006 - June 2007
Skills
Investment Banking, Equities, Structured Finance, Investor Relations, LBO, Valuation, Private Equity, Financial Modeling, Capital Markets, Corporate Finance, Bloomberg, Mergers & Acquisitions, Due Diligence, Venture Capital, Finance, Corporate Development, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Specialization: Marketing
Brown University 2001 — 2005
AB, Media/Culture and Comparative Literature
The Chapin School 1993 — 2001
GI Partners August 2012 - Present
Bloomberg TV June 2011 - May 2012
Jefferies & Company July 2009 - May 2010
Jefferies & Company July 2007 - June 2009
Jefferies & Company July 2006 - June 2007
Skills
Investment Banking, Equities, Structured Finance, Investor Relations, LBO, Valuation, Private Equity, Financial Modeling, Capital Markets, Corporate Finance, Bloomberg, Mergers & Acquisitions, Due Diligence, Venture Capital, Finance, Corporate Development, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Specialization: Marketing
Brown University 2001 — 2005
AB, Media/Culture and Comparative Literature
The Chapin School 1993 — 2001
Sidney Tran's Jefferies & Company Experience November 2009 - March 2010
Job at Cast & Crew Entertainment Services
Industry Media Production
Experience
Cast & Crew Entertainment Services May 2011 - Present
Jefferies & Company November 2009 - March 2010
Corporate Express August 2001 - January 2008
Skills
Accounting, Oracle Financials, Analysis, Sales, Customer Service, Finance, Marketing, Business Intelligence, Financial Reporting, Financial Analysis, Budget, Forecasting, Auditing, Microsoft Excel
Education
University of California, Los Angeles 2013 — 2013
Certificate, Credit Analysis & Management
University of California, Los Angeles 2009 — 2010
Certificate, Accounting
California Lutheran University 2008 — 2009
Post Graduate Certificate, Finance
CSUCI, Martin V. Smith School of Business and Economics 2004 — 2007
MBA, International Business
University of Houston 1992 — 1995
BS, Economics, Political Science
Cast & Crew Entertainment Services May 2011 - Present
Jefferies & Company November 2009 - March 2010
Corporate Express August 2001 - January 2008
Skills
Accounting, Oracle Financials, Analysis, Sales, Customer Service, Finance, Marketing, Business Intelligence, Financial Reporting, Financial Analysis, Budget, Forecasting, Auditing, Microsoft Excel
Education
University of California, Los Angeles 2013 — 2013
Certificate, Credit Analysis & Management
University of California, Los Angeles 2009 — 2010
Certificate, Accounting
California Lutheran University 2008 — 2009
Post Graduate Certificate, Finance
CSUCI, Martin V. Smith School of Business and Economics 2004 — 2007
MBA, International Business
University of Houston 1992 — 1995
BS, Economics, Political Science
Sebastian Burtone's Jefferies & Company Experience 2000 - 2001
Job Director of New Business Development, American Portfolios Financial Services, Inc.
Industry Financial Services
Experience
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
Victor Ma's Jefferies & Company Experience May 2013 - July 2013
Job Associate at Miller Buckfire
Industry Financial Services
Experience
Miller Buckfire August 2014 - Present
Jefferies & Company May 2013 - July 2013
Mayflower Investment Consulting January 2009 - June 2010
Deloitte Consulting July 2007 - December 2008
Skills
Financial Modeling, Data Analysis, Valuation, Management Consulting, Financial Analysis, Private Equity, Analytics, Economics, Corporate Finance, Strategy, Competitive Analysis, Due Diligence, Venture Capital, Mergers & Acquisitions, Investment Banking, Market Research
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Duke University School of Law 2010 — 2014
Juris Doctor (J.D.)
Carnegie Mellon University - Tepper School of Business 2003 — 2007
B.S. in Finance, B.A. in International Relations
Webb School
Miller Buckfire August 2014 - Present
Jefferies & Company May 2013 - July 2013
Mayflower Investment Consulting January 2009 - June 2010
Deloitte Consulting July 2007 - December 2008
Skills
Financial Modeling, Data Analysis, Valuation, Management Consulting, Financial Analysis, Private Equity, Analytics, Economics, Corporate Finance, Strategy, Competitive Analysis, Due Diligence, Venture Capital, Mergers & Acquisitions, Investment Banking, Market Research
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Duke University School of Law 2010 — 2014
Juris Doctor (J.D.)
Carnegie Mellon University - Tepper School of Business 2003 — 2007
B.S. in Finance, B.A. in International Relations
Webb School
Schonda Fields's Jefferies & Company Experience 1996 - 1998
Job Global Account Manager at FTSE Group
Industry Financial Services
Experience
FTSE Group January 2014 - Present
Thomson Reuters August 2013 - December 2013
Kota Global Securities August 2010 - August 2013
AQUA June 2007 - October 2010
Morgan Stanley 1996 - 2005
Jefferies & Company 1996 - 1998
Skills
Capital Markets, Securities, Electronic Trading, Bloomberg, Valuation, Trading, Investments, Hedge Funds, Investment Banking, Corporate Finance, Portfolio Management, Series 63, Equity Trading, Trading System, Private Equity, Alternative Investments, Options, Asset Allocation, Derivatives, Asset Managment, Equity Research, Investment Management, Analysis, Sustainability, Corporate Social..., Business Analysis, Mutual Funds, Venture Capital, Market Data, Impact Investing, Project Management, Strategic Planning, Fixed Income, Series 7, Trading Systems, Equity Derivatives, Social Entrepreneurship, Marketing Strategy, Due Diligence, Business Strategy
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Finance
Boston University 1988 — 1992
BA, Computer Science
FTSE Group January 2014 - Present
Thomson Reuters August 2013 - December 2013
Kota Global Securities August 2010 - August 2013
AQUA June 2007 - October 2010
Morgan Stanley 1996 - 2005
Jefferies & Company 1996 - 1998
Skills
Capital Markets, Securities, Electronic Trading, Bloomberg, Valuation, Trading, Investments, Hedge Funds, Investment Banking, Corporate Finance, Portfolio Management, Series 63, Equity Trading, Trading System, Private Equity, Alternative Investments, Options, Asset Allocation, Derivatives, Asset Managment, Equity Research, Investment Management, Analysis, Sustainability, Corporate Social..., Business Analysis, Mutual Funds, Venture Capital, Market Data, Impact Investing, Project Management, Strategic Planning, Fixed Income, Series 7, Trading Systems, Equity Derivatives, Social Entrepreneurship, Marketing Strategy, Due Diligence, Business Strategy
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Finance
Boston University 1988 — 1992
BA, Computer Science
Michael Cassiliano's Jefferies & Company Experience September 2008 - May 2011
Job Vice President at Business Information Services, Inc.
Industry Information Technology and Services
Experience
Business Information Services, Inc. September 1999 - Present
Deutsche Bank April 2012 - April 2012
Jefferies & Company September 2008 - May 2011
GFI Group May 2008 - September 2008
Barclays Capital February 2008 - May 2008
ABN AMRO 2000 - 2004
Skills
Account Management, Direct Sales, Infrastructure Projects, Situation Management, Client Relationship..., Resource Management, Client Engagement, Infrastructure, Management, CRM, IT Service Management, Service Delivery, Data Center, Consulting, Vendor Management, Team Leadership, Project Portfolio..., Management Consulting, Customer Engagement, Financial Services, Project Planning, Project Management, Change Management, IT Strategy, Technical Recruiting, Integration, Business Analysis, Disaster Recovery, Managed Services
Education
Brookdale Community College 2010 — 2010
Certificate in Project Management
Rider University 2001 — 2005
BS, Business Administration
Business Information Services, Inc. September 1999 - Present
Deutsche Bank April 2012 - April 2012
Jefferies & Company September 2008 - May 2011
GFI Group May 2008 - September 2008
Barclays Capital February 2008 - May 2008
ABN AMRO 2000 - 2004
Skills
Account Management, Direct Sales, Infrastructure Projects, Situation Management, Client Relationship..., Resource Management, Client Engagement, Infrastructure, Management, CRM, IT Service Management, Service Delivery, Data Center, Consulting, Vendor Management, Team Leadership, Project Portfolio..., Management Consulting, Customer Engagement, Financial Services, Project Planning, Project Management, Change Management, IT Strategy, Technical Recruiting, Integration, Business Analysis, Disaster Recovery, Managed Services
Education
Brookdale Community College 2010 — 2010
Certificate in Project Management
Rider University 2001 — 2005
BS, Business Administration
Kelley Roche's Jefferies & Company Experience October 2009 - April 2011
Job Client Advisor at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC October 2014 - Present
Boston Private Bank April 2011 - Present
Jefferies & Company October 2009 - April 2011
Leerink Swann July 2007 - October 2009
Skills
Equity Valuation, Equity Research, Financial Modeling, Investments, Capital Markets, Equities, Investor Relations, Hedge Funds, Analysis, Financial Statement..., Valuation, Forecasting, Fixed Income, Portfolio Management, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2003 — 2007
Boston Private Wealth LLC October 2014 - Present
Boston Private Bank April 2011 - Present
Jefferies & Company October 2009 - April 2011
Leerink Swann July 2007 - October 2009
Skills
Equity Valuation, Equity Research, Financial Modeling, Investments, Capital Markets, Equities, Investor Relations, Hedge Funds, Analysis, Financial Statement..., Valuation, Forecasting, Fixed Income, Portfolio Management, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2003 — 2007
Matt Gorelik, CFA's Jefferies & Company Experience 2012 - 2014
Job FX Derivatives Market Specialist at Bloomberg
Industry Capital Markets
Experience
Bloomberg LP 2013 - Present
Jefferies & Company 2012 - 2014
RBS 2008 - 2011
HSBC 2005 - 2008
Ernst & Young 2004 - 2004
Skills
FX Options, FX Hedging, Structuring, Structured Products, Deal Structuring, FX, Latin America, Mexico, Brazil, Interest Rate..., Credit Derivatives, CVA, Funding, Hedge Accounting, Volatility, Product Marketing, CDS, CLN, Credit Risk, Correlation, Correlation Trading, Variance Swaps, Marketing, Sales, Sales Process, Financial Structuring, FX Derivatives, Derivatives
Education
Boston University 2001 — 2005
Bachelors of Science, Computer Systems Engineering, Summa Cum Laude
Brookline High School 1997 — 2001
CFA Institute
Bloomberg LP 2013 - Present
Jefferies & Company 2012 - 2014
RBS 2008 - 2011
HSBC 2005 - 2008
Ernst & Young 2004 - 2004
Skills
FX Options, FX Hedging, Structuring, Structured Products, Deal Structuring, FX, Latin America, Mexico, Brazil, Interest Rate..., Credit Derivatives, CVA, Funding, Hedge Accounting, Volatility, Product Marketing, CDS, CLN, Credit Risk, Correlation, Correlation Trading, Variance Swaps, Marketing, Sales, Sales Process, Financial Structuring, FX Derivatives, Derivatives
Education
Boston University 2001 — 2005
Bachelors of Science, Computer Systems Engineering, Summa Cum Laude
Brookline High School 1997 — 2001
CFA Institute
Stephen Gengaro's Jefferies & Company Experience June 2002 - August 2011
Job Managing Director / Oil Service analyst at Sterne Agee
Industry Investment Management
Experience
Undisclosed Investment Bank September 2011 - Present
Jefferies & Company June 2002 - August 2011
ING Barings 1999 - 2001
Furman Selz January 1997 - January 1999
Salomon Brothers 1995 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MBA, Finance
The Catholic University of America 1986 — 1990
B.A, Economics
Undisclosed Investment Bank September 2011 - Present
Jefferies & Company June 2002 - August 2011
ING Barings 1999 - 2001
Furman Selz January 1997 - January 1999
Salomon Brothers 1995 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MBA, Finance
The Catholic University of America 1986 — 1990
B.A, Economics
Navin Sharma's Jefferies & Company Experience June 2011 - August 2011
Job Lead Product Manager at ScaleIO
Industry Information Technology and Services
Experience
ScaleIO April 2015 - Present
EMC July 2012 - April 2015
Mamuru.com September 2011 - July 2012
Zuora January 2012 - June 2012
Jefferies & Company June 2011 - August 2011
Cloudant December 2010 - January 2011
Nokia September 2010 - December 2010
EMC July 2008 - August 2010
EMC July 2004 - June 2008
EMC 2001 - 2004
Skills
Storage, Product Development, Product Management, Mergers & Acquisitions, Financial Modeling, Cloud Computing, Systems Engineering, Technology Management, Big Data, Analytics, Cross-functional Team..., New Business Development, Product Strategy, Programming, Clustering, SaaS, Marketing Strategy, Financial Analysis, Technology Development, Technical Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, GPA 5.0/5.0
Brandeis University 2005 — 2007
MSE, Software Enginnering, GPA 3.9/4.0
University of Massachusetts, Amherst 1997 — 2001
BSEE, Computer Engineering, GPA 3.6/4.0
ScaleIO April 2015 - Present
EMC July 2012 - April 2015
Mamuru.com September 2011 - July 2012
Zuora January 2012 - June 2012
Jefferies & Company June 2011 - August 2011
Cloudant December 2010 - January 2011
Nokia September 2010 - December 2010
EMC July 2008 - August 2010
EMC July 2004 - June 2008
EMC 2001 - 2004
Skills
Storage, Product Development, Product Management, Mergers & Acquisitions, Financial Modeling, Cloud Computing, Systems Engineering, Technology Management, Big Data, Analytics, Cross-functional Team..., New Business Development, Product Strategy, Programming, Clustering, SaaS, Marketing Strategy, Financial Analysis, Technology Development, Technical Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, GPA 5.0/5.0
Brandeis University 2005 — 2007
MSE, Software Enginnering, GPA 3.9/4.0
University of Massachusetts, Amherst 1997 — 2001
BSEE, Computer Engineering, GPA 3.6/4.0
Dave Rich's Jefferies & Company Experience July 1992 - March 2005
Job VP Ecommunications compliance at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Standard & Poor's March 2009 - May 2014
Susquehanna International March 2007 - March 2009
Merrill Lynch March 2005 - March 2007
Jefferies & Company July 1992 - March 2005
MidTown Regulatory Group 1995 - 2004
New York Stock Exchange March 1988 - July 1992
Pacific Stock Exchange 1985 - 1988
Philadelphia Stock Exchange 1981 - 1984
Skills
Securities, Equities, Business Networking, Thinking Outside The Box, Trading, Series 7, Fixed Income, Options, FINRA, Loyal, Commodity, Compliance, Stock Exchange, Leadership, Capital Markets, Financial Regulation, Financial Services, AML, Financial Markets, Electronic Trading, Bonds, Bloomberg, Structured Products, Market Data, Hedge Funds, Trading Systems, Structured Finance, Series 24, Prime Brokerage, Finance, Asset Management, Mutual Funds, Risk Management, Equity Trading, Financial Risk, Securities Regulation, Investment Banking, Series 63, Investments, Alternative Investments, ETFs, Securitization, Operational Risk, Investment Advisory, Swaps, Derivatives, Middle Office, Dodd-Frank, Private Equity, ABS
Education
Butler University 1969 — 1973
Wm. Tennent
JPMorgan Chase & Co. May 2015 - Present
Standard & Poor's March 2009 - May 2014
Susquehanna International March 2007 - March 2009
Merrill Lynch March 2005 - March 2007
Jefferies & Company July 1992 - March 2005
MidTown Regulatory Group 1995 - 2004
New York Stock Exchange March 1988 - July 1992
Pacific Stock Exchange 1985 - 1988
Philadelphia Stock Exchange 1981 - 1984
Skills
Securities, Equities, Business Networking, Thinking Outside The Box, Trading, Series 7, Fixed Income, Options, FINRA, Loyal, Commodity, Compliance, Stock Exchange, Leadership, Capital Markets, Financial Regulation, Financial Services, AML, Financial Markets, Electronic Trading, Bonds, Bloomberg, Structured Products, Market Data, Hedge Funds, Trading Systems, Structured Finance, Series 24, Prime Brokerage, Finance, Asset Management, Mutual Funds, Risk Management, Equity Trading, Financial Risk, Securities Regulation, Investment Banking, Series 63, Investments, Alternative Investments, ETFs, Securitization, Operational Risk, Investment Advisory, Swaps, Derivatives, Middle Office, Dodd-Frank, Private Equity, ABS
Education
Butler University 1969 — 1973
Wm. Tennent
Steve Heffernan's Jefferies & Company Experience November 1986 - April 2010
Job Area Director at Young Life South Bay
Industry Philanthropy
Experience
Young Life April 2012 - Present
Shoreline Trading Group LLC November 2010 - April 2012
Jefferies & Company November 1986 - April 2010
Skills
Institutional Sales, Series 7, Equities, Series 63, Securities, Investments, Asset Management, Mutual Funds, Bloomberg, Trading, Equity Trading, Risk Management, Investment Advisory, Hedge Funds, Fundraising, Trading Systems, Financial Services, Financial Markets, Electronic Trading, Leadership
Education
CSUDH
BS, Business
Loyola Marymount University
Young Life April 2012 - Present
Shoreline Trading Group LLC November 2010 - April 2012
Jefferies & Company November 1986 - April 2010
Skills
Institutional Sales, Series 7, Equities, Series 63, Securities, Investments, Asset Management, Mutual Funds, Bloomberg, Trading, Equity Trading, Risk Management, Investment Advisory, Hedge Funds, Fundraising, Trading Systems, Financial Services, Financial Markets, Electronic Trading, Leadership
Education
CSUDH
BS, Business
Loyola Marymount University
Daniel J. Palladino, CFA's Jefferies & Company Experience January 2009 - Present
Job Managing Director at Jefferies & Company
Industry Capital Markets
Experience
Jefferies & Company January 2009 - Present
Morgan Stanley 1999 - 2008
CIBC World Markets 1997 - 1999
Abu Dhabi Investment Authority 1994 - 1997
Shearson Lehman Hutton 1990 - 1994
Skills
Sell Side, Equities, Investment Banking, Mutual Funds, Portfolio Management, Private Equity, Valuation, Hedge Funds, Equity Valuation, Bloomberg, Capital Markets, Equity Research, Asset Managment, Asset Management
Education
Central Michigan University
Jefferies & Company January 2009 - Present
Morgan Stanley 1999 - 2008
CIBC World Markets 1997 - 1999
Abu Dhabi Investment Authority 1994 - 1997
Shearson Lehman Hutton 1990 - 1994
Skills
Sell Side, Equities, Investment Banking, Mutual Funds, Portfolio Management, Private Equity, Valuation, Hedge Funds, Equity Valuation, Bloomberg, Capital Markets, Equity Research, Asset Managment, Asset Management
Education
Central Michigan University
Erez Biala's Jefferies & Company Experience August 2010 - Present
Job Managing Director, CoHead Global CDO Trading at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company August 2010 - Present
Barclays Capital September 2008 - July 2010
Lehman Brothers 2004 - 2008
Morgan Stanley Dean Witter 2001 - 2004
Education
Brown University 1998 — 2002
Bachelor of Science (B.Sc.), Applied Mathematics and Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Jefferies & Company August 2010 - Present
Barclays Capital September 2008 - July 2010
Lehman Brothers 2004 - 2008
Morgan Stanley Dean Witter 2001 - 2004
Education
Brown University 1998 — 2002
Bachelor of Science (B.Sc.), Applied Mathematics and Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Lino Iozzo's Jefferies & Company Experience June 2006 - Present
Job Senior Vice President at Jefferies & Company
Industry Investment Management
Experience
Jefferies & Company June 2006 - Present
Skills
Equities, Trading Systems
Education
Columbia University 2004 — 2005
Boston University 1989 — 1993
B.A., Chemistry
Jefferies & Company June 2006 - Present
Skills
Equities, Trading Systems
Education
Columbia University 2004 — 2005
Boston University 1989 — 1993
B.A., Chemistry
John Tibe's Jefferies & Company Experience October 2007 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company October 2007 - Present
Wachovia Securities 1993 - 2007
Education
Haslam College of Business at the University of Tennessee 1992 — 1994
MBA, Finance and Marketing
Centre College 1987 — 1991
BA, Economics and Government
Jefferies & Company October 2007 - Present
Wachovia Securities 1993 - 2007
Education
Haslam College of Business at the University of Tennessee 1992 — 1994
MBA, Finance and Marketing
Centre College 1987 — 1991
BA, Economics and Government
Betty Dalton's Jefferies & Company Experience 1977 - 1987
Job Seeking parttime employment
Industry Government Administration
Experience
City of Coral Springs June 1995 - February 2013
Pacific Productions/Radio Entertainment February 1992 - October 1994
Jefferies & Company 1977 - 1987
Skills
Local Government, Public Relations, Program Management, Land Use, Nonprofits, Budgets, Policy, Government, Governance, Public Administration, Outlook, Community Outreach, Customer Service, Microsoft Office, Microsoft Word
Education
California State University-Northridge 1972 — 1974
City of Coral Springs June 1995 - February 2013
Pacific Productions/Radio Entertainment February 1992 - October 1994
Jefferies & Company 1977 - 1987
Skills
Local Government, Public Relations, Program Management, Land Use, Nonprofits, Budgets, Policy, Government, Governance, Public Administration, Outlook, Community Outreach, Customer Service, Microsoft Office, Microsoft Word
Education
California State University-Northridge 1972 — 1974
Sasan Soleimani's Jefferies & Company Experience April 2008 - Present
Job Director at WaMu Capital Corp
Industry Capital Markets
Experience
Jefferies & Company April 2008 - Present
WaMu Capital Corp April 2004 - February 2008
Education
California Lutheran University 2001 — 2003
Jefferies & Company April 2008 - Present
WaMu Capital Corp April 2004 - February 2008
Education
California Lutheran University 2001 — 2003
Joseph Geosits's Jefferies & Company Experience October 2009 - May 2014
Job Product Controller & Management Reporting
Industry Financial Services
Experience
Geller & Company May 2014 - Present
Jefferies & Company October 2009 - May 2014
Morgan Stanley August 2003 - October 2009
Skills
Management Reporting, Planning Budgeting &..., Product Control, OLAP, Derivatives, Relational Databases, Fixed Income, Equities, Valuation, Corporate Finance
Education
City University of New York-College of Staten Island 1997 — 2003
Bachelor of Science, Computer Science
Geller & Company May 2014 - Present
Jefferies & Company October 2009 - May 2014
Morgan Stanley August 2003 - October 2009
Skills
Management Reporting, Planning Budgeting &..., Product Control, OLAP, Derivatives, Relational Databases, Fixed Income, Equities, Valuation, Corporate Finance
Education
City University of New York-College of Staten Island 1997 — 2003
Bachelor of Science, Computer Science
Wai Shun Lau's Jefferies & Company Experience August 2009 - Present
Job Senior Vice President at Jefferies & Company
Industry Banking
Experience
Jefferies & Company August 2009 - Present
Lynx Capital Partners April 2008 - December 2008
Morgan Stanley February 2002 - March 2008
Skills
Getting The Job Done, Getting the Best Out Of...
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
Master of Business Administration (MBA)
Carnegie Mellon University 1997 — 2001
B.S., Information Systems
Jefferies & Company August 2009 - Present
Lynx Capital Partners April 2008 - December 2008
Morgan Stanley February 2002 - March 2008
Skills
Getting The Job Done, Getting the Best Out Of...
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
Master of Business Administration (MBA)
Carnegie Mellon University 1997 — 2001
B.S., Information Systems
Aaron Webster's Jefferies & Company Experience March 2005 - October 2009
Job Managing Member Webster Foods LLC
Industry Food & Beverages
Experience
Webster Foods LLC July 2008 - Present
Jefferies & Company March 2005 - October 2009
Encore Bank September 2001 - March 2005
Skills
Private Equity, Valuation, Mergers, Financial Modeling, Due Diligence, Retail Sales, Food & Beverage, Food Service, Investment Banking, Capital Markets, Hedge Funds, Equities, Corporate Development, Venture Capital, Alternative Investments
Education
Bucknell University 1997 — 2001
BS, Political Science
Bishop Miege High School 1994 — 1997
Webster Foods LLC July 2008 - Present
Jefferies & Company March 2005 - October 2009
Encore Bank September 2001 - March 2005
Skills
Private Equity, Valuation, Mergers, Financial Modeling, Due Diligence, Retail Sales, Food & Beverage, Food Service, Investment Banking, Capital Markets, Hedge Funds, Equities, Corporate Development, Venture Capital, Alternative Investments
Education
Bucknell University 1997 — 2001
BS, Political Science
Bishop Miege High School 1994 — 1997
Sheryl Cuker Appleyard's Jefferies & Company Experience October 2001 - November 2003
Job Director of Syndications at Burnham Sterling & Company LLC
Industry Financial Services
Experience
Burnham Sterling & Company LLC September 2010 - May 2012
Jefferies & Company October 2001 - November 2003
Amroc Investments May 1997 - September 2001
Citicorp July 1989 - May 1997
Battery Ventures July 1984 - June 1987
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Master of Management, Finance & Marketing
Brown University 1980 — 1984
BS, Applied Mathematics & Economics
Brimmer & May
Brimmer & May
Burnham Sterling & Company LLC September 2010 - May 2012
Jefferies & Company October 2001 - November 2003
Amroc Investments May 1997 - September 2001
Citicorp July 1989 - May 1997
Battery Ventures July 1984 - June 1987
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Master of Management, Finance & Marketing
Brown University 1980 — 1984
BS, Applied Mathematics & Economics
Brimmer & May
Brimmer & May
David Schiffmann's Jefferies & Company Experience August 2011 - Present
Job CDO/CLO Trader and Structurer
Industry Investment Banking
Experience
Jefferies & Company August 2011 - Present
Lehman Brothers April 2010 - August 2011
Brandeis University September 2008 - December 2008
Expertise & Conseil June 2008 - August 2008
MECAPLAST February 2007 - July 2007
Airbus June 2006 - August 2006
Skills
Corporate Finance, Financial Modeling, Finance, Fixed Income, Derivatives, Credit Risk, Leadership, Market Research, Trading, Portfolio Management, Valuation, Credit Derivatives, Structured Products
Education
Brandeis International Business School 2008 — 2009
MA, Finance and Business
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 2004 — 2007
MSc, Engineering
Jefferies & Company August 2011 - Present
Lehman Brothers April 2010 - August 2011
Brandeis University September 2008 - December 2008
Expertise & Conseil June 2008 - August 2008
MECAPLAST February 2007 - July 2007
Airbus June 2006 - August 2006
Skills
Corporate Finance, Financial Modeling, Finance, Fixed Income, Derivatives, Credit Risk, Leadership, Market Research, Trading, Portfolio Management, Valuation, Credit Derivatives, Structured Products
Education
Brandeis International Business School 2008 — 2009
MA, Finance and Business
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 2004 — 2007
MSc, Engineering
Christine Lee, PMP's Jefferies & Company Experience July 2007 - April 2011
Job Senior Program Manager Enterprise Data at GE Capital
Industry Information Technology and Services
Experience
GE Capital May 2014 - Present
Barnes & Noble - Nook Media LLC May 2011 - February 2014
Jefferies & Company July 2007 - April 2011
Citi August 2005 - April 2007
Skills
Weddings, Floral, Flowers, PMO, Life Cycle Assessment, Retail, Change Control, Budgeting, PMI, Cross-functional Team..., SDLC, PMP, Vendor, Requirements Analysis, Agile, Calendars, E-commerce, Deliverables, Analysis, Event Management, Project Plans, Deployment, Planning, Quality Assurance, MS Project, Cost, Customer Relations, Project Planning, Process Development, Databases, Intranet, Customer Service, Contract Negotiation, SharePoint, Application Development, User Acceptance Testing, Product Development, Microsoft Office, Project Portfolio..., Agile Methodologies, Business Analysis, Vendor Management, Process Simulation, Budgets, Project Management, Program Management, Process Improvement, Vendors, Agile Project Management, System Deployment
Education
Teachers College of Columbia University 2008 — 2009
Certification, Project Management
University at Buffalo 1998 — 2001
Bachelor of Science, Business Administration and Management; Finance & MIS
City University of Hong Kong 2002 — 2003
DFA Certification, Floral Design
GE Capital May 2014 - Present
Barnes & Noble - Nook Media LLC May 2011 - February 2014
Jefferies & Company July 2007 - April 2011
Citi August 2005 - April 2007
Skills
Weddings, Floral, Flowers, PMO, Life Cycle Assessment, Retail, Change Control, Budgeting, PMI, Cross-functional Team..., SDLC, PMP, Vendor, Requirements Analysis, Agile, Calendars, E-commerce, Deliverables, Analysis, Event Management, Project Plans, Deployment, Planning, Quality Assurance, MS Project, Cost, Customer Relations, Project Planning, Process Development, Databases, Intranet, Customer Service, Contract Negotiation, SharePoint, Application Development, User Acceptance Testing, Product Development, Microsoft Office, Project Portfolio..., Agile Methodologies, Business Analysis, Vendor Management, Process Simulation, Budgets, Project Management, Program Management, Process Improvement, Vendors, Agile Project Management, System Deployment
Education
Teachers College of Columbia University 2008 — 2009
Certification, Project Management
University at Buffalo 1998 — 2001
Bachelor of Science, Business Administration and Management; Finance & MIS
City University of Hong Kong 2002 — 2003
DFA Certification, Floral Design
Clayton Wyatt's Jefferies & Company Experience April 2013 - Present
Job Associate, Real Estate Investment Banking at Jefferies & Company
Industry Real Estate
Experience
Jefferies & Company April 2013 - Present
Cole Capital May 2012 - September 2012
IRA Realty Capital February 2012 - May 2012
Velocity Retail Group January 2008 - June 2011
The Staubach Company July 2007 - January 2009
Skills
Real Estate Finance, Valuation, Financial Analysis, Financial Modeling, Real Estate, Due Diligence, Excel, Real Estate Investment, PowerPoint, Negotiation, Investment Properties
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University College Dublin 2012 — 2012
Brigham Young University 2000 — 2008
BS, Real Estate Finance
Jefferies & Company April 2013 - Present
Cole Capital May 2012 - September 2012
IRA Realty Capital February 2012 - May 2012
Velocity Retail Group January 2008 - June 2011
The Staubach Company July 2007 - January 2009
Skills
Real Estate Finance, Valuation, Financial Analysis, Financial Modeling, Real Estate, Due Diligence, Excel, Real Estate Investment, PowerPoint, Negotiation, Investment Properties
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University College Dublin 2012 — 2012
Brigham Young University 2000 — 2008
BS, Real Estate Finance
Eric Thompson's Jefferies & Company Experience June 2010 - August 2010
Job Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting Innovation 2011 - Present
Jefferies & Company June 2010 - August 2010
Skills
Innovation Consulting, Strategic Growth, Business Strategy, Financial Modeling, Valuation, Market Entry, Data Analysis, Business Process..., Microsoft Excel, PowerPoint, Acquisition Integration, Corporate Development, Economics, Financial Analysis, Due Diligence, Strategic Consulting, Strategy, Business Analysis, Analytics, Private Equity, Mergers & Acquisitions, Leadership, Management Consulting, Project Management, Program Management
Education
Bowdoin College 2007 — 2011
BA, Economics, Government & Legal Studies
Deloitte Consulting Innovation 2011 - Present
Jefferies & Company June 2010 - August 2010
Skills
Innovation Consulting, Strategic Growth, Business Strategy, Financial Modeling, Valuation, Market Entry, Data Analysis, Business Process..., Microsoft Excel, PowerPoint, Acquisition Integration, Corporate Development, Economics, Financial Analysis, Due Diligence, Strategic Consulting, Strategy, Business Analysis, Analytics, Private Equity, Mergers & Acquisitions, Leadership, Management Consulting, Project Management, Program Management
Education
Bowdoin College 2007 — 2011
BA, Economics, Government & Legal Studies
Edward Przybycien's Jefferies & Company Experience January 2009 - November 2012
Job Global Structured Finance at U.S. Bank
Industry Commercial Real Estate
Experience
U.S. Bank June 2013 - Present
Jefferies & Company January 2009 - November 2012
Jefferies & Company January 2009 - November 2012
Capmark Finance Inc. October 2004 - December 2009
Skills
Loans, Financial Modeling, Asset Management, Portfolio Management, Credit, Due Diligence, Real Estate Investment, Equities, Debt, Fixed Income, Real Estate, Capital Markets, Banking, Investment Properties, Real Estate Development, Real Estate Economics, Investments, Structured Finance, Credit Analysis, Financial Structuring
Education
Chicago State University 2001 — 2003
4, Finance
College of DuPage 2000 — 2002
General
Parkland College 1996 — 1998
General
University of Illinois at Urbana-Champaign
U.S. Bank June 2013 - Present
Jefferies & Company January 2009 - November 2012
Jefferies & Company January 2009 - November 2012
Capmark Finance Inc. October 2004 - December 2009
Skills
Loans, Financial Modeling, Asset Management, Portfolio Management, Credit, Due Diligence, Real Estate Investment, Equities, Debt, Fixed Income, Real Estate, Capital Markets, Banking, Investment Properties, Real Estate Development, Real Estate Economics, Investments, Structured Finance, Credit Analysis, Financial Structuring
Education
Chicago State University 2001 — 2003
4, Finance
College of DuPage 2000 — 2002
General
Parkland College 1996 — 1998
General
University of Illinois at Urbana-Champaign
Glenn Geist's Jefferies & Company Experience June 1998 - March 2003
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services August 2011 - Present
JMP Securities March 2003 - June 2011
Jefferies & Company June 1998 - March 2003
Lehman Brothers December 1993 - June 1998
Education
Cleveland State University 1979 — 1981
BA, Marketing
Bowling Green State University 1977 — 1979
Capital Group Private Client Services August 2011 - Present
JMP Securities March 2003 - June 2011
Jefferies & Company June 1998 - March 2003
Lehman Brothers December 1993 - June 1998
Education
Cleveland State University 1979 — 1981
BA, Marketing
Bowling Green State University 1977 — 1979
Richard Blann's Jefferies & Company Experience September 2010 - September 2014
Job Director, Mergers & Acquisitions at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets September 2014 - Present
Jefferies & Company September 2010 - September 2014
Rothschild Inc. June 2004 - August 2010
Wasserstein Perella June 2000 - May 2002
Lazard Freres & Co. September 1999 - June 2000
Greenwich Associates September 1998 - September 1999
Skills
Mergers, Valuation, LBO, Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Divestitures, Corporate Development, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Brandeis University 1994 — 1998
B.A., with honors, Economics, American Studies
Westwood Highschool 1990 — 1994
KeyBanc Capital Markets September 2014 - Present
Jefferies & Company September 2010 - September 2014
Rothschild Inc. June 2004 - August 2010
Wasserstein Perella June 2000 - May 2002
Lazard Freres & Co. September 1999 - June 2000
Greenwich Associates September 1998 - September 1999
Skills
Mergers, Valuation, LBO, Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Divestitures, Corporate Development, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Brandeis University 1994 — 1998
B.A., with honors, Economics, American Studies
Westwood Highschool 1990 — 1994
Chuck Noyes's Jefferies & Company Experience 2004 - 2008
Job AMS Infrastructure Consultant at Orion Health
Industry Computer Hardware
Experience
Orion Health April 2012 - Present
EMC September 2008 - April 2012
Jefferies & Company 2004 - 2008
State Street Brokerage October 2001 - November 2002
Manulife Financial December 2000 - September 2001
LPL Financial Services March 1997 - October 2000
DataSys Corporation January 1994 - March 1997
Skills
VMware, Clariion, Fibre Channel, Solaris, EMC Storage, Storage, Storage Area Networks, NAS, Oracle, Disaster Recovery, Enterprise Storage, Virtualization, Servers, SAN, SaaS, Technical Support, Data Center, Unix, Integration, Enterprise Software, Cloud Computing
Education
Boston University 1988 — 1992
Bachelor's of Science, Aerospace Engineering
Toll Gate High School
Toll Gate High School
Orion Health April 2012 - Present
EMC September 2008 - April 2012
Jefferies & Company 2004 - 2008
State Street Brokerage October 2001 - November 2002
Manulife Financial December 2000 - September 2001
LPL Financial Services March 1997 - October 2000
DataSys Corporation January 1994 - March 1997
Skills
VMware, Clariion, Fibre Channel, Solaris, EMC Storage, Storage, Storage Area Networks, NAS, Oracle, Disaster Recovery, Enterprise Storage, Virtualization, Servers, SAN, SaaS, Technical Support, Data Center, Unix, Integration, Enterprise Software, Cloud Computing
Education
Boston University 1988 — 1992
Bachelor's of Science, Aerospace Engineering
Toll Gate High School
Toll Gate High School
Glen Bover's Jefferies & Company Experience 2006 - 2008
Job Vice President, Tax Services Division
Industry Financial Services
Experience
Broadridge October 2008 - Present
Financial Industry Technical Services (FITS) July 2008 - October 2008
Jefferies & Company 2006 - 2008
Broadridge December 2005 - August 2006
TD Ameritrade 2003 - 2005
Datek Online 1999 - 2003
Paine Webber December 1995 - May 1999
PaineWebber 1995 - 1999
Wall Street Concepts September 1992 - December 1995
Skills
Tax, Project Management, Securities, Account Reconciliation, Series 7, Financial Services, FINRA, Risk Management, Outsourcing, Mutual Funds, Corporate Actions, Portfolio Management, Alternative Investments, Equities, Financial Risk, Prime Brokerage, Fixed Income, Back Office, Hedge Funds, Investments, Investment Banking, Capital Markets, Derivatives, Bloomberg, Trading Systems, Middle Office, Series 63, Options
Education
Boston University 2006 — 2006
Certification, Project Management
Fordham University 1987 — 1991
Bachelors, Finance
Broadridge October 2008 - Present
Financial Industry Technical Services (FITS) July 2008 - October 2008
Jefferies & Company 2006 - 2008
Broadridge December 2005 - August 2006
TD Ameritrade 2003 - 2005
Datek Online 1999 - 2003
Paine Webber December 1995 - May 1999
PaineWebber 1995 - 1999
Wall Street Concepts September 1992 - December 1995
Skills
Tax, Project Management, Securities, Account Reconciliation, Series 7, Financial Services, FINRA, Risk Management, Outsourcing, Mutual Funds, Corporate Actions, Portfolio Management, Alternative Investments, Equities, Financial Risk, Prime Brokerage, Fixed Income, Back Office, Hedge Funds, Investments, Investment Banking, Capital Markets, Derivatives, Bloomberg, Trading Systems, Middle Office, Series 63, Options
Education
Boston University 2006 — 2006
Certification, Project Management
Fordham University 1987 — 1991
Bachelors, Finance
Robert Kukulski's Jefferies & Company Experience April 2011 - Present
Job at Jefferies & Company
Industry Banking
Experience
Jefferies & Company April 2011 - Present
Nomura Securities June 2009 - November 2010
Citibank 2006 - 2009
CIBC World Markets November 2003 - March 2006
Canadian Imperial Bank of Commerce November 2003 - March 2006
Deutsche Bank October 2002 - November 2003
Deutsche Bank October 2002 - November 2003
Morgan Chase December 1998 - July 2002
JPM Chase 1998 - 2002
Skills
Portfolio Management, Trading, Swaps, Options, Fixed Income, Settlement, Investment Banking, CDS, Derivatives, Bloomberg, Credit, Loans
Education
Brooklyn College
B.S. Business, Management and Finance
City University of New York-Brooklyn College
B.S., Finance
University of Toronto 1989 — 1990
Jefferies & Company April 2011 - Present
Nomura Securities June 2009 - November 2010
Citibank 2006 - 2009
CIBC World Markets November 2003 - March 2006
Canadian Imperial Bank of Commerce November 2003 - March 2006
Deutsche Bank October 2002 - November 2003
Deutsche Bank October 2002 - November 2003
Morgan Chase December 1998 - July 2002
JPM Chase 1998 - 2002
Skills
Portfolio Management, Trading, Swaps, Options, Fixed Income, Settlement, Investment Banking, CDS, Derivatives, Bloomberg, Credit, Loans
Education
Brooklyn College
B.S. Business, Management and Finance
City University of New York-Brooklyn College
B.S., Finance
University of Toronto 1989 — 1990
Edmund (Ed) McKenna's Jefferies & Company Experience June 2011 - February 2012
Job Global Category Manager for Travel Products & Services at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2012 - Present
Jefferies & Company June 2011 - February 2012
PricewaterhouseCoopers (PWC) May 2009 - June 2011
Citi July 2006 - March 2009
Citi March 2000 - July 2006
Rosenbluth International April 1998 - March 2000
Maritz Travel Company July 1987 - April 1998
Skills
Business Process..., Supply Management, Contract Management, Benchmarking, Project Management, Vendor Management, Negotiation, Cross-functional Team..., Outsourcing, Strategic Sourcing, Strategy, Budgets, Contract Negotiation, Management, Supply Chain, Analysis, Supply Chain Management, Forecasting, Travel Management, Strategic Partnerships, Program Management, Procurement, Customer Service, Process Improvement, RFP, Operations Management, Sourcing, Change Management, Business Process, Business Process..., Leadership, Human Resources, Recruiting, Business Strategy, Risk Management, Finance, Sales, Pricing, Business Development, Competitive Analysis, Mergers & Acquisitions, CRM, Business Analysis, Business Planning
Education
Thunderbird School of Global Management 1986 — 1988
MIM, International Management
European Business School Oestrich-Winkel 1987 — 1987
International Business (done in German)
Carnegie Mellon University 1977 — 1982
BFA, Major: German/Music; Minor: Business
Universität Salzburg 1980 — 1981
Academic Year Abroad/Program done in German
Classical High School 1973 — 1977
Bloomberg LP February 2012 - Present
Jefferies & Company June 2011 - February 2012
PricewaterhouseCoopers (PWC) May 2009 - June 2011
Citi July 2006 - March 2009
Citi March 2000 - July 2006
Rosenbluth International April 1998 - March 2000
Maritz Travel Company July 1987 - April 1998
Skills
Business Process..., Supply Management, Contract Management, Benchmarking, Project Management, Vendor Management, Negotiation, Cross-functional Team..., Outsourcing, Strategic Sourcing, Strategy, Budgets, Contract Negotiation, Management, Supply Chain, Analysis, Supply Chain Management, Forecasting, Travel Management, Strategic Partnerships, Program Management, Procurement, Customer Service, Process Improvement, RFP, Operations Management, Sourcing, Change Management, Business Process, Business Process..., Leadership, Human Resources, Recruiting, Business Strategy, Risk Management, Finance, Sales, Pricing, Business Development, Competitive Analysis, Mergers & Acquisitions, CRM, Business Analysis, Business Planning
Education
Thunderbird School of Global Management 1986 — 1988
MIM, International Management
European Business School Oestrich-Winkel 1987 — 1987
International Business (done in German)
Carnegie Mellon University 1977 — 1982
BFA, Major: German/Music; Minor: Business
Universität Salzburg 1980 — 1981
Academic Year Abroad/Program done in German
Classical High School 1973 — 1977
Chris Mitrano's Jefferies & Company Experience December 2000 - January 2006
Job Director/ Sales Trading at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey January 2015 - Present
lazard capital markets September 2006 - November 2013
Jefferies & Company December 2000 - January 2006
Knight Securities September 1997 - December 2000
Skills
Series 7, Trading, Equities, Equity Sales, Asset Management, Equity Trading, Bloomberg, Equity Research, Capital Markets, Investments, Series 63, Electronic Trading, Securities, Trading Systems, Proprietary Trading, Alternative Investments, Options, Hedge Funds, Financial Markets, Fixed Income, Finance
Education
Boston University - School of Management
bsba, finance
SunTrust Robinson Humphrey January 2015 - Present
lazard capital markets September 2006 - November 2013
Jefferies & Company December 2000 - January 2006
Knight Securities September 1997 - December 2000
Skills
Series 7, Trading, Equities, Equity Sales, Asset Management, Equity Trading, Bloomberg, Equity Research, Capital Markets, Investments, Series 63, Electronic Trading, Securities, Trading Systems, Proprietary Trading, Alternative Investments, Options, Hedge Funds, Financial Markets, Fixed Income, Finance
Education
Boston University - School of Management
bsba, finance
Charlie Mather's Jefferies & Company Experience 2007 - 2009
Job Managing Director, Head of Equity Capital Markets
Industry Financial Services
Experience
BTIG 2015 - Present
Finance Company of Pennsylvania 2015 - Present
TONIX Pharmaceuticals 2011 - Present
Mather & Company 2008 - Present
Janney Montgomery Scott 2009 - 2015
Jefferies & Company 2007 - 2009
Cowen and Company 1997 - 2007
Smith Barney, Inc. 1993 - 1997
Prudential Capital Group 1986 - 1993
Skills
Investment Banking, Private Placements, Valuation, IPO, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Mergers & Acquisitions, Investor Relations, Corporate Development, Financial Modeling, Emerging Markets, Financial Structuring, Equities, Corporate Finance, Equity Research, Securities, Leveraged Finance, Fixed Income, Board of Directors, Investment Management, M&A experience, Series 7, Series 24, CFA, MBA
Education
Brown University
AB
University of Pennsylvania - The Wharton School
MBA, Finance
BTIG 2015 - Present
Finance Company of Pennsylvania 2015 - Present
TONIX Pharmaceuticals 2011 - Present
Mather & Company 2008 - Present
Janney Montgomery Scott 2009 - 2015
Jefferies & Company 2007 - 2009
Cowen and Company 1997 - 2007
Smith Barney, Inc. 1993 - 1997
Prudential Capital Group 1986 - 1993
Skills
Investment Banking, Private Placements, Valuation, IPO, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Mergers & Acquisitions, Investor Relations, Corporate Development, Financial Modeling, Emerging Markets, Financial Structuring, Equities, Corporate Finance, Equity Research, Securities, Leveraged Finance, Fixed Income, Board of Directors, Investment Management, M&A experience, Series 7, Series 24, CFA, MBA
Education
Brown University
AB
University of Pennsylvania - The Wharton School
MBA, Finance
Daniel Fitzpatrick's Jefferies & Company Experience 1999 - 2002
Job JP Morgan, Vice President, Global Technology
Industry Financial Services
Experience
JP Morgan Chase November 2009 - Present
Thomson Financial/TradeWeb April 2005 - March 2009
Crown Financial June 2003 - October 2004
SIP Inc April 2002 - June 2003
Jefferies & Company 1999 - 2002
Cowen and Company 1991 - 1999
First Boston March 1987 - November 1990
Merrill Lynch 1983 - 1987
Skills
Equities, Trading, Equity Trading, Electronic Trading, Options, Capital Markets, Series 7, Fixed Income, Trading Systems, ETFs, Investment Banking, Hedge Funds, Bonds, Bloomberg, Financial Markets, Securities, FINRA, Asset Managment, Series 63, FX Options, Financial Modeling, SDLC, Market Making, Derivatives, Equity Derivatives, Market Data
Education
Bucknell University 1979 — 1983
BA, Economics
JP Morgan Chase November 2009 - Present
Thomson Financial/TradeWeb April 2005 - March 2009
Crown Financial June 2003 - October 2004
SIP Inc April 2002 - June 2003
Jefferies & Company 1999 - 2002
Cowen and Company 1991 - 1999
First Boston March 1987 - November 1990
Merrill Lynch 1983 - 1987
Skills
Equities, Trading, Equity Trading, Electronic Trading, Options, Capital Markets, Series 7, Fixed Income, Trading Systems, ETFs, Investment Banking, Hedge Funds, Bonds, Bloomberg, Financial Markets, Securities, FINRA, Asset Managment, Series 63, FX Options, Financial Modeling, SDLC, Market Making, Derivatives, Equity Derivatives, Market Data
Education
Bucknell University 1979 — 1983
BA, Economics
Brian Amadeo's Jefferies & Company Experience December 2000 - June 2012
Job Sales Manager at OneWire
Industry Financial Services
Experience
OneWire July 2014 - Present
Alamo Capital November 2013 - May 2014
The PrinceRidge Group February 2013 - November 2013
Securevest Financial Group September 2012 - February 2013
Jefferies & Company December 2000 - June 2012
Skills
Fixed Income, Hedge Funds, Securities Lending, Bloomberg, Collateral Management, Equities, Series 7, Trading, Bonds, Series 63, Financial Markets, Back Office, Equity Trading, Liquidity Management, Structured Products, ABS, Funding, Credit, Money Market, Secondary Market, Asset Management, MBS, Portfolio Management, Emerging Markets, Settlement, Mutual Funds, Securities, Capital Markets, Finance, Banking, Investments, Financial Services
Education
Missouri Western State University 1996 — 1998
City University of New York-College of Staten Island
University of Missouri-Columbia
holt
OneWire July 2014 - Present
Alamo Capital November 2013 - May 2014
The PrinceRidge Group February 2013 - November 2013
Securevest Financial Group September 2012 - February 2013
Jefferies & Company December 2000 - June 2012
Skills
Fixed Income, Hedge Funds, Securities Lending, Bloomberg, Collateral Management, Equities, Series 7, Trading, Bonds, Series 63, Financial Markets, Back Office, Equity Trading, Liquidity Management, Structured Products, ABS, Funding, Credit, Money Market, Secondary Market, Asset Management, MBS, Portfolio Management, Emerging Markets, Settlement, Mutual Funds, Securities, Capital Markets, Finance, Banking, Investments, Financial Services
Education
Missouri Western State University 1996 — 1998
City University of New York-College of Staten Island
University of Missouri-Columbia
holt
Ryan Bondroff's Jefferies & Company Experience 2009 - 2011
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
RSB Consulting LLC 2012 - Present
SFW Capital Partners 2012 - 2013
Jefferies & Company 2009 - 2011
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2004 - June 2007
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets
Education
Bucknell University 2000 — 2004
BA, Political Science and Philosophy
Credit Suisse June 2013 - Present
RSB Consulting LLC 2012 - Present
SFW Capital Partners 2012 - 2013
Jefferies & Company 2009 - 2011
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2004 - June 2007
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets
Education
Bucknell University 2000 — 2004
BA, Political Science and Philosophy
Vincent Roux's Jefferies & Company Experience 2001 - 2003
Job Senior Vice President, Head of Mergers & Acquisitions
Industry Financial Services
Experience
Broadridge Financial Solutions, Inc. 2003 - Present
Jefferies & Company 2001 - 2003
Bear Stearns 1996 - 2001
Alex. Brown & Sons 1994 - 1996
Skills
Strategy, Mergers & Acquisitions, Corporate Development, Securities, Investment Banking, Equities, Business Strategy, Capital Markets, Financial Services, Mergers, Valuation, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Venture Capital, Investments
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Canisius College 1986 — 1990
BA, History
Canisius High School
Broadridge Financial Solutions, Inc. 2003 - Present
Jefferies & Company 2001 - 2003
Bear Stearns 1996 - 2001
Alex. Brown & Sons 1994 - 1996
Skills
Strategy, Mergers & Acquisitions, Corporate Development, Securities, Investment Banking, Equities, Business Strategy, Capital Markets, Financial Services, Mergers, Valuation, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Venture Capital, Investments
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Canisius College 1986 — 1990
BA, History
Canisius High School
Jeff Gutke's Jefferies & Company Experience May 2000 - November 2001
Job Director at Denham Capital Energy Private Equity
Industry Oil & Energy
Experience
Denham Capital July 2004 - Present
J.M. Huber Corporation July 2002 - July 2004
Aquila November 2001 - July 2002
Jefferies & Company May 2000 - November 2001
Exxon April 1995 - April 2000
Skills
Private Equity, Corporate Finance, Energy, Investments, Oil, Capital, Investment Banking, Drilling, Mergers, Due Diligence, Financial Analysis, Mining, Financial Modeling, Valuation, Project Finance, Corporate Development, Business Strategy, Asset Management, Petroleum, Energy Industry, Mergers & Acquisitions, M&A experience, Investor Relations, Upstream, Venture Capital, Commodity, Renewable Energy, Equities, Joint Ventures, Capital Markets, Alternative Investments, Acquisitions, Divestitures, Emerging Markets, Financial Structuring, Start-ups, Private Placements, Business Valuation, Structured Finance, Oil/Gas, Economics, Natural Gas, IPO, Leveraged Finance, Restructuring, Portfolio Management, LBO, Equity Research, Fixed Income, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 1996 — 1999
MBA, 4.0 GPA
Brigham Young University 1992 — 1995
BS, Mechanical Engineering, 3.98 GPA
Denham Capital July 2004 - Present
J.M. Huber Corporation July 2002 - July 2004
Aquila November 2001 - July 2002
Jefferies & Company May 2000 - November 2001
Exxon April 1995 - April 2000
Skills
Private Equity, Corporate Finance, Energy, Investments, Oil, Capital, Investment Banking, Drilling, Mergers, Due Diligence, Financial Analysis, Mining, Financial Modeling, Valuation, Project Finance, Corporate Development, Business Strategy, Asset Management, Petroleum, Energy Industry, Mergers & Acquisitions, M&A experience, Investor Relations, Upstream, Venture Capital, Commodity, Renewable Energy, Equities, Joint Ventures, Capital Markets, Alternative Investments, Acquisitions, Divestitures, Emerging Markets, Financial Structuring, Start-ups, Private Placements, Business Valuation, Structured Finance, Oil/Gas, Economics, Natural Gas, IPO, Leveraged Finance, Restructuring, Portfolio Management, LBO, Equity Research, Fixed Income, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 1996 — 1999
MBA, 4.0 GPA
Brigham Young University 1992 — 1995
BS, Mechanical Engineering, 3.98 GPA
Wendy Reed-McGill's Jefferies & Company Experience December 2011 - Present
Job Vice President, Futures Electronic Trading at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company December 2011 - Present
Newedge USA (formerly Calyon Financial) 2006 - May 2011
SunGard Futures Systems December 2003 - July 2006
Skills
Electronic Trading, Derivatives, Trading, Equities, Trading Systems, Options, Risk Management, Financial Markets, Project Management, Fixed Income, FX Options, Middle Office, Electronic Trading User..., Exchange Liaison, Grant Writing -..., CRM, Management, Electronic Trading..., Salesforce.com, Liaison, Account Management
Education
GTC
Certificate, Professional Grant Development
Chicago State University
Business, Management, Marketing, and Related Support Services
Jefferies & Company December 2011 - Present
Newedge USA (formerly Calyon Financial) 2006 - May 2011
SunGard Futures Systems December 2003 - July 2006
Skills
Electronic Trading, Derivatives, Trading, Equities, Trading Systems, Options, Risk Management, Financial Markets, Project Management, Fixed Income, FX Options, Middle Office, Electronic Trading User..., Exchange Liaison, Grant Writing -..., CRM, Management, Electronic Trading..., Salesforce.com, Liaison, Account Management
Education
GTC
Certificate, Professional Grant Development
Chicago State University
Business, Management, Marketing, and Related Support Services
Crosby Cook's Jefferies & Company Experience July 2009 - June 2011
Job Private Equity Associate at EQT Holdings/EQT Partners
Industry Venture Capital & Private Equity
Experience
EQT Holdings/EQT Partners September 2013 - Present
Metalmark Capital July 2011 - July 2013
Jefferies & Company July 2009 - June 2011
Skills
Private Equity, Mergers & Acquisitions, Valuation, LBO, Corporate Finance, Investment Banking, Financial Modeling, Investments, Due Diligence, Financial Analysis, Corporate Development, Bloomberg
Education
Bowdoin College 2005 — 2009
Bachelor's Degree, Economics, Magna Cum Laude
Groton School 2000 — 2004
EQT Holdings/EQT Partners September 2013 - Present
Metalmark Capital July 2011 - July 2013
Jefferies & Company July 2009 - June 2011
Skills
Private Equity, Mergers & Acquisitions, Valuation, LBO, Corporate Finance, Investment Banking, Financial Modeling, Investments, Due Diligence, Financial Analysis, Corporate Development, Bloomberg
Education
Bowdoin College 2005 — 2009
Bachelor's Degree, Economics, Magna Cum Laude
Groton School 2000 — 2004
Valerie Ballina's Jefferies & Company Experience 2003 - 2005
Job Fixed Income Sales at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group September 2009 - Present
ICAP 2005 - September 2009
Jefferies & Company 2003 - 2005
ABN AMRO 1997 - 2000
Education
Centenary College
BS, Marketing
Susquehanna International Group September 2009 - Present
ICAP 2005 - September 2009
Jefferies & Company 2003 - 2005
ABN AMRO 1997 - 2000
Education
Centenary College
BS, Marketing
Javier Altamirano's Jefferies & Company Experience October 2002 - December 2008
Job Director of Finance & Business Development
Industry Oil & Energy
Experience
Applied LNG April 2010 - Present
Southern California Edison October 2009 - May 2010
The Walt Disney Company March 2009 - September 2009
Jefferies & Company October 2002 - December 2008
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Forecasting, Finance, Corporate Development, Due Diligence, DCF, Corporate Finance, Mergers & Acquisitions, Leadership, Management, P, Sarbanes-Oxley Act, Analysis, Strategy, Capital Markets, Business Development, Contract Negotiation, Equities
Education
California State University-Long Beach 2004 — 2007
BA, Business Economics
Applied LNG April 2010 - Present
Southern California Edison October 2009 - May 2010
The Walt Disney Company March 2009 - September 2009
Jefferies & Company October 2002 - December 2008
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Forecasting, Finance, Corporate Development, Due Diligence, DCF, Corporate Finance, Mergers & Acquisitions, Leadership, Management, P, Sarbanes-Oxley Act, Analysis, Strategy, Capital Markets, Business Development, Contract Negotiation, Equities
Education
California State University-Long Beach 2004 — 2007
BA, Business Economics
Rashid Muayyed's Jefferies & Company Experience July 2008 - January 2010
Job User Growth, Retention, and Data Analytics
Industry Internet
Experience
Five Four September 2014 - Present
StackCommerce (formerly StackSocial) April 2013 - September 2014
12Society December 2011 - March 2013
Barclays Capital May 2010 - September 2011
Jefferies & Company July 2008 - January 2010
EY July 2007 - August 2007
Skills
Data Analytics, Python, SQL, Financial Modeling, Google Analytics, Start-ups, New Business Development, Sales Operations, E-commerce Optimization, Data Mining
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
Choate Rosemary Hall 2001 — 2004
Five Four September 2014 - Present
StackCommerce (formerly StackSocial) April 2013 - September 2014
12Society December 2011 - March 2013
Barclays Capital May 2010 - September 2011
Jefferies & Company July 2008 - January 2010
EY July 2007 - August 2007
Skills
Data Analytics, Python, SQL, Financial Modeling, Google Analytics, Start-ups, New Business Development, Sales Operations, E-commerce Optimization, Data Mining
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
Choate Rosemary Hall 2001 — 2004
Keith Lockwood's Jefferies & Company Experience 2009 - Present
Job Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2009 - Present
UBS Investment Bank 1998 - 2009
Education
Bucknell University 1992 — 1996
Jefferies & Company 2009 - Present
UBS Investment Bank 1998 - 2009
Education
Bucknell University 1992 — 1996
Ian Halvorsen's Jefferies & Company Experience 2007 - 2008
Job Senior Analyst, Corporate Strategy and Business Development at Gap Inc.
Industry Financial Services
Experience
Halvorsen Capital June 2006 - Present
Gap Inc. May 2013 - May 2015
BTS July 2010 - May 2013
Presence TeleCare January 2010 - August 2010
Jefferies & Company 2007 - 2008
Prudential Equity Group 2005 - 2007
Skills
Investments, Analysis, Market Research, Financial Modeling, Valuation, Equities, Investment Banking, Leadership, Financial Analysis, Capital Markets, Equity Research, Asset Managment, Business Strategy, Finance, Corporate Development, Strategy
Education
Brown University
BA, American History
The Pingry School
Halvorsen Capital June 2006 - Present
Gap Inc. May 2013 - May 2015
BTS July 2010 - May 2013
Presence TeleCare January 2010 - August 2010
Jefferies & Company 2007 - 2008
Prudential Equity Group 2005 - 2007
Skills
Investments, Analysis, Market Research, Financial Modeling, Valuation, Equities, Investment Banking, Leadership, Financial Analysis, Capital Markets, Equity Research, Asset Managment, Business Strategy, Finance, Corporate Development, Strategy
Education
Brown University
BA, American History
The Pingry School
L.J. Petroni's Jefferies & Company Experience May 2009 - March 2011
Job Energy Account Executive at Siemens Industry USA
Industry Renewables & Environment
Experience
Siemens Industry USA January 2015 - Present
Mark Group, Inc. March 2011 - December 2014
Jefferies & Company May 2009 - March 2011
Sovereign Securities Corporation August 2004 - April 2009
Skills
Business Development, Financial Modeling, Business Strategy, Due Diligence, Financial Analysis, Leadership, Management, Mergers, Mergers, New Business Development, Renewable Energy, Strategic Planning, Strategy
Education
Bucknell University 1999 — 2003
Bachelor of Arts in Business Administration, Finance
Holy Ghost Prep 1995 — 1999
Siemens Industry USA January 2015 - Present
Mark Group, Inc. March 2011 - December 2014
Jefferies & Company May 2009 - March 2011
Sovereign Securities Corporation August 2004 - April 2009
Skills
Business Development, Financial Modeling, Business Strategy, Due Diligence, Financial Analysis, Leadership, Management, Mergers, Mergers, New Business Development, Renewable Energy, Strategic Planning, Strategy
Education
Bucknell University 1999 — 2003
Bachelor of Arts in Business Administration, Finance
Holy Ghost Prep 1995 — 1999
Lindsey Clark's Jefferies & Company Experience November 2012 - April 2014
Job Senior Accountant with Starwood
Industry Financial Services
Experience
Starwood Hotels & Resorts Worldwide, Inc. January 2015 - Present
Viking River Cruises April 2014 - January 2015
Jefferies & Company November 2012 - April 2014
Nigro Karlin Segal & Feldstein, LLP May 2011 - December 2012
Sunbelt Brokers July 2009 - August 2009
Chapman University February 2009 - May 2009
Silicor Technologies March 2008 - September 2008
Skills
Accounting, Access, QuickBooks, Finance, Financial Analysis, Microsoft Excel, Social Media
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2011
Bachelors of Science, Accounting
Chapman
Bachelor of Science, Accounting Junior
Chapman University - Argyros School of Business and Economics
Bachelor of Science, Business Administration - Finance
University of Arizona
Master of Business Administration (MBA), Finance, General
Starwood Hotels & Resorts Worldwide, Inc. January 2015 - Present
Viking River Cruises April 2014 - January 2015
Jefferies & Company November 2012 - April 2014
Nigro Karlin Segal & Feldstein, LLP May 2011 - December 2012
Sunbelt Brokers July 2009 - August 2009
Chapman University February 2009 - May 2009
Silicor Technologies March 2008 - September 2008
Skills
Accounting, Access, QuickBooks, Finance, Financial Analysis, Microsoft Excel, Social Media
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2011
Bachelors of Science, Accounting
Chapman
Bachelor of Science, Accounting Junior
Chapman University - Argyros School of Business and Economics
Bachelor of Science, Business Administration - Finance
University of Arizona
Master of Business Administration (MBA), Finance, General
Robert Devlin's Jefferies & Company Experience
Job Market Data Analyst at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company
Skills
Market Data, Microsoft Office, Bloomberg Terminal, Trading Systems, Microsoft Excel, Financial Analysis
Education
City University of New York-College of Staten Island
York College of Pennsylvania
Jefferies & Company
Skills
Market Data, Microsoft Office, Bloomberg Terminal, Trading Systems, Microsoft Excel, Financial Analysis
Education
City University of New York-College of Staten Island
York College of Pennsylvania
Diana Katz, CFA's Jefferies & Company Experience September 2005 - August 2006
Job Equity Research Analyst
Industry Research
Experience
Lebenthal February 2014 - Present
Lazard Capital Markets March 2008 - December 2012
Morgan Keegan August 2006 - January 2008
Jefferies & Company September 2005 - August 2006
Standard & Poor's Corporate Value Consulting February 2004 - April 2005
Standard & Poor's July 2001 - January 2004
Skills
Equity Research, Equity Valuation, Fundamental Analysis, Communication, Market Research, Financial Statement..., Financial Modeling, Retail, Valuation, Apparel, Private Equity, Equities, Investments, Finance, Analysis, Footwear, Bloomberg, Corporate Finance, Asset Management, Capital Markets, Portfolio Management, Hedge Funds
Education
Brown University 1997 — 2001
BA, With Honors
Lebenthal February 2014 - Present
Lazard Capital Markets March 2008 - December 2012
Morgan Keegan August 2006 - January 2008
Jefferies & Company September 2005 - August 2006
Standard & Poor's Corporate Value Consulting February 2004 - April 2005
Standard & Poor's July 2001 - January 2004
Skills
Equity Research, Equity Valuation, Fundamental Analysis, Communication, Market Research, Financial Statement..., Financial Modeling, Retail, Valuation, Apparel, Private Equity, Equities, Investments, Finance, Analysis, Footwear, Bloomberg, Corporate Finance, Asset Management, Capital Markets, Portfolio Management, Hedge Funds
Education
Brown University 1997 — 2001
BA, With Honors
Elliott Einhorn's Jefferies & Company Experience August 2009 - February 2010
Job at BlueMountain Capital Management
Industry
Experience
BlueMountain Capital Management August 2014 - Present
Capstone Investment Advisors May 2010 - August 2014
Jefferies & Company August 2009 - February 2010
Goldman Sachs May 2004 - July 2007
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Carnegie Mellon University 1999 — 2004
BS, Computer Science
Carnegie Mellon University - Tepper School of Business 1999 — 2004
BS, Business Administration
Townsend Harris
BlueMountain Capital Management August 2014 - Present
Capstone Investment Advisors May 2010 - August 2014
Jefferies & Company August 2009 - February 2010
Goldman Sachs May 2004 - July 2007
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Carnegie Mellon University 1999 — 2004
BS, Computer Science
Carnegie Mellon University - Tepper School of Business 1999 — 2004
BS, Business Administration
Townsend Harris
Cathy Holloway, CPA's Jefferies & Company Experience July 2010 - October 2013
Job Irvine Company
Industry Accounting
Experience
Irvine Company November 2013 - Present
Jefferies & Company July 2010 - October 2013
KPMG January 2006 - July 2010
Skills
CPA
Education
California State University-Northridge 2002 — 2005
BA, Accounting
Irvine Company November 2013 - Present
Jefferies & Company July 2010 - October 2013
KPMG January 2006 - July 2010
Skills
CPA
Education
California State University-Northridge 2002 — 2005
BA, Accounting
Anthony Assad's Jefferies & Company Experience July 2011 - December 2012
Job Investment Analyst at HG Vora Capital Management
Industry Investment Management
Experience
HG Vora Capital Management January 2013 - Present
Jefferies & Company July 2011 - December 2012
Slater Technology Fund December 2010 - May 2011
Columbia University June 2010 - August 2010
Education
Brown University 2007 — 2011
A.B., Biology
HG Vora Capital Management January 2013 - Present
Jefferies & Company July 2011 - December 2012
Slater Technology Fund December 2010 - May 2011
Columbia University June 2010 - August 2010
Education
Brown University 2007 — 2011
A.B., Biology
Jeffrey Zinn's Jefferies & Company Experience March 2011 - Present
Job Sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company March 2011 - Present
The PrinceRidge Group August 2009 - February 2011
Banc of America Securities, LLC April 1998 - October 2008
Skills
Direct Sales, Sales Management, Product Marketing
Education
Columbia Business School 1993 — 1995
MBA
Boston University 1986 — 1990
Bachelor of Science, Electrical Engineering
Jefferies & Company March 2011 - Present
The PrinceRidge Group August 2009 - February 2011
Banc of America Securities, LLC April 1998 - October 2008
Skills
Direct Sales, Sales Management, Product Marketing
Education
Columbia Business School 1993 — 1995
MBA
Boston University 1986 — 1990
Bachelor of Science, Electrical Engineering
Annemarie Galioto's Jefferies & Company Experience March 2007 - February 2013
Job New Accounts Administrator at Gleacher & Company
Industry Financial Services
Experience
Gleacher & Company February 2013 - April 2013
Jefferies & Company March 2007 - February 2013
Bear Stearns September 1999 - March 2007
National Discount Brokers June 1995 - September 1999
Skills
Bloomberg, Omgeo Oasys, Fixed Income, Middle Office, Securities, Mutual Funds, Accounts Payable, Account Reconciliation
Education
Brooklyn College
Gleacher & Company February 2013 - April 2013
Jefferies & Company March 2007 - February 2013
Bear Stearns September 1999 - March 2007
National Discount Brokers June 1995 - September 1999
Skills
Bloomberg, Omgeo Oasys, Fixed Income, Middle Office, Securities, Mutual Funds, Accounts Payable, Account Reconciliation
Education
Brooklyn College
Jacob Mayer's Jefferies & Company Experience March 1999 - May 2003
Job Senior Managing Director at N.L. Mayer Holdings, Ltd.
Industry Financial Services
Experience
N.L. Mayer Holdings, Ltd. February 2009 - Present
Goldman Sachs June 2003 - January 2009
Jefferies & Company March 1999 - May 2003
Jefferies & Company August 1997 - February 1999
Education
Georgetown University 1994 — 1997
Doctor of Law (J.D.)
Brown University 1990 — 1994
B.S., International Relations and Affairs
N.L. Mayer Holdings, Ltd. February 2009 - Present
Goldman Sachs June 2003 - January 2009
Jefferies & Company March 1999 - May 2003
Jefferies & Company August 1997 - February 1999
Education
Georgetown University 1994 — 1997
Doctor of Law (J.D.)
Brown University 1990 — 1994
B.S., International Relations and Affairs
Tatia Muir's Jefferies & Company Experience September 1996 - Present
Job VP Operations at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company September 1996 - Present
Education
California State University-Fresno
Communication, Journalism, and Related Programs
Jefferies & Company September 1996 - Present
Education
California State University-Fresno
Communication, Journalism, and Related Programs
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS