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
Jason Griffith Jason Griffith's Jefferies & Company Experience 2006 - 2012
Job Senior Consultant at Tiger Bay Advisors, LLC
Industry Financial Services
Experience
Tiger Bay Advisors, LLC October 2014 - Present
Sanford C. Bernstein 2012 - 2013
Jefferies & Company 2006 - 2012
Société Générale 2005 - February 2006
Bank of America Merrill Lynch 1998 - 2005
Bear Stearns Investment Bank 1997 - 1998
Bankers Trust 1994 - 1997
Kidder Peabody 1992 - 1994
Skills
Equities, Trading, Hedge Funds, Capital Markets, Securities, Derivatives, Fixed Income, Series 7, Electronic Trading, Financial Services, Structured Products, Equity Trading, Bloomberg, Alternative Investments, Options, Investment Banking
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (B.A.), Economics
Tiger Bay Advisors, LLC October 2014 - Present
Sanford C. Bernstein 2012 - 2013
Jefferies & Company 2006 - 2012
Société Générale 2005 - February 2006
Bank of America Merrill Lynch 1998 - 2005
Bear Stearns Investment Bank 1997 - 1998
Bankers Trust 1994 - 1997
Kidder Peabody 1992 - 1994
Skills
Equities, Trading, Hedge Funds, Capital Markets, Securities, Derivatives, Fixed Income, Series 7, Electronic Trading, Financial Services, Structured Products, Equity Trading, Bloomberg, Alternative Investments, Options, Investment Banking
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (B.A.), Economics
Elizabeth Gamsin Elizabeth Gamsin's Jefferies & Company Experience July 2011 - January 2014
Job Sales Coordinator at JRK Property Holdings
Industry Real Estate
Experience
JRK Property Holdings January 2015 - Present
Jefferies LLC January 2014 - July 2014
Jefferies & Company July 2011 - January 2014
Skills
Investment Banking, Bloomberg, Financial Modeling, Valuation, Capital Markets, Private Equity, Hedge Funds, Microsoft Office, Financial Analysis, Marketing Strategy, Marketing, Real Estate Marketing
Education
Dartmouth College 2007 — 2011
A.B., English, Economics
JRK Property Holdings January 2015 - Present
Jefferies LLC January 2014 - July 2014
Jefferies & Company July 2011 - January 2014
Skills
Investment Banking, Bloomberg, Financial Modeling, Valuation, Capital Markets, Private Equity, Hedge Funds, Microsoft Office, Financial Analysis, Marketing Strategy, Marketing, Real Estate Marketing
Education
Dartmouth College 2007 — 2011
A.B., English, Economics
Robert Riedl Robert Riedl's Jefferies & Company Experience October 1991 - May 1995
Job Chief Operating Officer at Consumer Portfolio Services
Industry Financial Services
Experience
Consumer Portfolio Services January 2003 - Present
Northwest Capital Appreciation, Inc. 1999 - 2002
ContiFinancial Services June 1995 - June 1999
Jefferies & Company October 1991 - May 1995
PaineWebber August 1986 - August 1991
Skills
Portfolio Management, Private Equity, Capital Markets, Investment Banking, Due Diligence, Mergers, Structured Finance, Finance, Investments, Credit, Risk Management, Loans, Equities, Securities, Restructuring, Financial Modeling, Credit Risk, Credit Analysis, Alternative Investments, Financial Analysis, ABS
Education
Stanford University 1984 — 1986
BS, Industrial Engineering
Claremont McKenna College 1981 — 1984
BA, Management Engineering
Consumer Portfolio Services January 2003 - Present
Northwest Capital Appreciation, Inc. 1999 - 2002
ContiFinancial Services June 1995 - June 1999
Jefferies & Company October 1991 - May 1995
PaineWebber August 1986 - August 1991
Skills
Portfolio Management, Private Equity, Capital Markets, Investment Banking, Due Diligence, Mergers, Structured Finance, Finance, Investments, Credit, Risk Management, Loans, Equities, Securities, Restructuring, Financial Modeling, Credit Risk, Credit Analysis, Alternative Investments, Financial Analysis, ABS
Education
Stanford University 1984 — 1986
BS, Industrial Engineering
Claremont McKenna College 1981 — 1984
BA, Management Engineering
Allen Randolph's Jefferies & Company Experience 2002 - 2008
Job Owner Servpro of New Haven/Waterbury/Naugatuck Valley/No. Westchester County, and Connecticut Reconstruction Services
Industry
Experience
Servpro of New Haven/Waterbury/Naugatuck Valley/Northern Westchester County February 2013 - Present
NavPoint LLC July 2011 - December 2012
Ticonderoga Securities LLC August 2009 - July 2011
Jefferies & Company 2002 - 2008
Skills
Mergers & Acquisitions, Equities, Financial Services, Trading, Hedge Funds, Capital Markets, Fire Management, Securities, Alternative Investments, Derivatives, Bloomberg
Education
Columbia University - Graduate School of Journalism 1992 — 1993
msj
Hobart and William Smith Colleges 1983 — 1987
BA, English
Servpro of New Haven/Waterbury/Naugatuck Valley/Northern Westchester County February 2013 - Present
NavPoint LLC July 2011 - December 2012
Ticonderoga Securities LLC August 2009 - July 2011
Jefferies & Company 2002 - 2008
Skills
Mergers & Acquisitions, Equities, Financial Services, Trading, Hedge Funds, Capital Markets, Fire Management, Securities, Alternative Investments, Derivatives, Bloomberg
Education
Columbia University - Graduate School of Journalism 1992 — 1993
msj
Hobart and William Smith Colleges 1983 — 1987
BA, English
Edward Fu Edward Fu's Jefferies & Company Experience 2004 - 2007
Job Senior Vice President, Product & Growth at ZipRecruiter
Industry Internet
Experience
ZipRecruiter June 2015 - Present
ZipRecruiter February 2014 - Present
VULCUN 2011 - Present
AllTrails 2011 - Present
Rustic Canyon Partners 2010 - 2014
Technology Crossover Ventures 2007 - 2008
Jefferies & Company 2004 - 2007
Skills
Venture Capital, Corporate Development, Private Equity, Entrepreneurship, Financial Modeling, Start-ups, Angel Investing, Valuation, Mergers, Business Strategy, Corporate Finance, Product Management, Investments, Strategic Partnerships, E-commerce, Mergers & Acquisitions, Business Development, Investment Banking, Financial Engineering, Mandarin
Education
Harvard Business School 2008 — 2010
Master of Business Administration (M.B.A.)
Stanford University 2003 — 2004
Master's Degree
Cornell University 1999 — 2003
Bachelor's Degree
Taipei American School 1995 — 1999
ZipRecruiter June 2015 - Present
ZipRecruiter February 2014 - Present
VULCUN 2011 - Present
AllTrails 2011 - Present
Rustic Canyon Partners 2010 - 2014
Technology Crossover Ventures 2007 - 2008
Jefferies & Company 2004 - 2007
Skills
Venture Capital, Corporate Development, Private Equity, Entrepreneurship, Financial Modeling, Start-ups, Angel Investing, Valuation, Mergers, Business Strategy, Corporate Finance, Product Management, Investments, Strategic Partnerships, E-commerce, Mergers & Acquisitions, Business Development, Investment Banking, Financial Engineering, Mandarin
Education
Harvard Business School 2008 — 2010
Master of Business Administration (M.B.A.)
Stanford University 2003 — 2004
Master's Degree
Cornell University 1999 — 2003
Bachelor's Degree
Taipei American School 1995 — 1999
Elina Slavin Elina Slavin's Jefferies & Company Experience 2002 - 2003
Job Associate at McCarter & English, LLP
Industry Law Practice
Experience
McCarter & English, LLP September 2010 - Present
McCarter and English, LLP September 2009 - May 2010
Seton Hall University School of Law August 2009 - December 2009
Frommer Lawrence & Haug, LLP May 2009 - August 2009
Stern & Kilcullen, LLC May 2008 - August 2008
Superior Court of New Jersey October 2007 - April 2008
Symrise, Inc October 2006 - August 2007
Unilever Bestfoods June 2005 - October 2006
Kraft Foods May 2003 - August 2003
Jefferies & Company 2002 - 2003
Education
Seton Hall University School of Law 2007 — 2010
Juris Doctorate
Cornell University 2001 — 2005
Bachelor of Science
Frisch 1997 — 2001
McCarter & English, LLP September 2010 - Present
McCarter and English, LLP September 2009 - May 2010
Seton Hall University School of Law August 2009 - December 2009
Frommer Lawrence & Haug, LLP May 2009 - August 2009
Stern & Kilcullen, LLC May 2008 - August 2008
Superior Court of New Jersey October 2007 - April 2008
Symrise, Inc October 2006 - August 2007
Unilever Bestfoods June 2005 - October 2006
Kraft Foods May 2003 - August 2003
Jefferies & Company 2002 - 2003
Education
Seton Hall University School of Law 2007 — 2010
Juris Doctorate
Cornell University 2001 — 2005
Bachelor of Science
Frisch 1997 — 2001
Udit Nagar Udit Nagar's Jefferies & Company Experience May 2007 - April 2009
Job Vice President at Coker Capital Advisors
Industry Information Technology and Services
Experience
Coker Capital Advisors August 2014 - Present
Cisco Systems April 2011 - August 2014
Google February 2010 - April 2011
Jefferies & Company May 2007 - April 2009
SHPS July 2003 - May 2007
JPMorgan 2001 - 2003
CIBC World Markets 2000 - 2001
KPMG Corporate Finance LLC 1995 - 2000
Skills
Financial Analysis, M&A due diligence, Financial Planning, Mergers, Acquisition Analysis, Financial Modeling, Valuation, Negotiation, Strategic Planning, Business Strategy, New Business Development, Corporate Development, Corporate Finance, Investment Banking, Private Equity, Business Valuation, Divestitures, Strategic Advisory, Capital Markets, Mergers & Acquisitions, Due Diligence, Strategy, Finance, Strategic Financial..., Analysis, Venture Capital, Internal Audit, Investments, Project Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Finance
Coker Capital Advisors August 2014 - Present
Cisco Systems April 2011 - August 2014
Google February 2010 - April 2011
Jefferies & Company May 2007 - April 2009
SHPS July 2003 - May 2007
JPMorgan 2001 - 2003
CIBC World Markets 2000 - 2001
KPMG Corporate Finance LLC 1995 - 2000
Skills
Financial Analysis, M&A due diligence, Financial Planning, Mergers, Acquisition Analysis, Financial Modeling, Valuation, Negotiation, Strategic Planning, Business Strategy, New Business Development, Corporate Development, Corporate Finance, Investment Banking, Private Equity, Business Valuation, Divestitures, Strategic Advisory, Capital Markets, Mergers & Acquisitions, Due Diligence, Strategy, Finance, Strategic Financial..., Analysis, Venture Capital, Internal Audit, Investments, Project Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Finance
Oscar Chen's Jefferies & Company Experience June 2010 - August 2010
Job Analyst at Keywise Capital
Industry Financial Services
Experience
Keywise Capital June 2014 - Present
Citi June 2012 - June 2014
Goldman Sachs June 2011 - July 2012
Columbia University September 2010 - June 2011
Jefferies & Company June 2010 - August 2010
Brean Murray, Carret & Co. January 2010 - June 2010
Skills
Valuation, Financial Modeling, Investments, Investment Banking
Education
Columbia University in the City of New York 2008 — 2012
BA, Economics - Philosophy
Keywise Capital June 2014 - Present
Citi June 2012 - June 2014
Goldman Sachs June 2011 - July 2012
Columbia University September 2010 - June 2011
Jefferies & Company June 2010 - August 2010
Brean Murray, Carret & Co. January 2010 - June 2010
Skills
Valuation, Financial Modeling, Investments, Investment Banking
Education
Columbia University in the City of New York 2008 — 2012
BA, Economics - Philosophy
Michael Clofine Michael Clofine's Jefferies & Company Experience January 2003 - March 2005
Job CEO Steel Pier Capital
Industry Venture Capital & Private Equity
Experience
REV H2O May 2009 - Present
Steel Pier Capital, LLC March 2008 - Present
REV LNG 2012 - February 2014
Jefferies & Company January 2003 - March 2005
Lehman Brothers 2000 - 2003
UBS Investment Bank January 1996 - February 2000
Skills
Venture Capital, Mergers & Acquisitions, Due Diligence, Valuation, Start-ups, Private Equity, Entrepreneurship, Corporate Development, Corporate Finance, Management
Education
Ithaca College 1989 — 1993
Bachelor of Science, Economics
Cornell University 1991 — 1992
Food Science Classes
REV H2O May 2009 - Present
Steel Pier Capital, LLC March 2008 - Present
REV LNG 2012 - February 2014
Jefferies & Company January 2003 - March 2005
Lehman Brothers 2000 - 2003
UBS Investment Bank January 1996 - February 2000
Skills
Venture Capital, Mergers & Acquisitions, Due Diligence, Valuation, Start-ups, Private Equity, Entrepreneurship, Corporate Development, Corporate Finance, Management
Education
Ithaca College 1989 — 1993
Bachelor of Science, Economics
Cornell University 1991 — 1992
Food Science Classes
Hersh Kumbhani Hersh Kumbhani's Jefferies & Company Experience January 2006 - August 2008
Job AVP Operations at Zomato
Industry Internet
Experience
Zomato September 2014 - Present
Trabblr Ltd 2010 - December 2014
Jefferies & Company January 2006 - August 2008
Stifel Financial Corp. April 2005 - December 2005
Skills
Start-ups, Financial Modeling, Corporate Development, Valuation, Entrepreneurship, Investment Banking, Business Development, Due Diligence, Photography, Venture Capital
Education
Cornell University 2002 — 2005
Bachelor's Degree, Applied Economics & Management, cum laude
University of Wisconsin-Madison 2001 — 2002
The Mahindra United World College of India 1999 — 2001
International Baccalaureate Diploma
Zomato September 2014 - Present
Trabblr Ltd 2010 - December 2014
Jefferies & Company January 2006 - August 2008
Stifel Financial Corp. April 2005 - December 2005
Skills
Start-ups, Financial Modeling, Corporate Development, Valuation, Entrepreneurship, Investment Banking, Business Development, Due Diligence, Photography, Venture Capital
Education
Cornell University 2002 — 2005
Bachelor's Degree, Applied Economics & Management, cum laude
University of Wisconsin-Madison 2001 — 2002
The Mahindra United World College of India 1999 — 2001
International Baccalaureate Diploma
Dan Davidson Dan Davidson's Jefferies & Company Experience January 2007 - December 2008
Job Managing Director at Coker Capital Advisors
Industry Investment Banking
Experience
Coker Capital Advisors January 2009 - Present
Jefferies & Company January 2007 - December 2008
CIT Finance Investment Bank 2005 - 2007
BNP Paribas 2000 - 2005
First Union Securities 1995 - 2000
USMC 1989 - 1995
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Corporate Development, Finance, Business Valuation, Private Equity, Investments, Financial Structuring, Recapitalizations, Restructuring, Venture Capital, Valuation, LBO, Leveraged Finance, Capital Markets, M&A experience, Financial Advisory, Fixed Income, Securities, Business Development, Financial Modeling, Due Diligence, Structured Finance, Growth Capital, Private Placements, IPO, Divestitures
Education
Clemson University 1992 — 1995
BS, Corporate Finance
LWHS 1986 — 1989
FAA
Coker Capital Advisors January 2009 - Present
Jefferies & Company January 2007 - December 2008
CIT Finance Investment Bank 2005 - 2007
BNP Paribas 2000 - 2005
First Union Securities 1995 - 2000
USMC 1989 - 1995
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Corporate Development, Finance, Business Valuation, Private Equity, Investments, Financial Structuring, Recapitalizations, Restructuring, Venture Capital, Valuation, LBO, Leveraged Finance, Capital Markets, M&A experience, Financial Advisory, Fixed Income, Securities, Business Development, Financial Modeling, Due Diligence, Structured Finance, Growth Capital, Private Placements, IPO, Divestitures
Education
Clemson University 1992 — 1995
BS, Corporate Finance
LWHS 1986 — 1989
FAA
Mitesh Kaphle Mitesh Kaphle's Jefferies & Company Experience September 2006 - May 2009
Job Vice President, Investment Banking
Industry Investment Banking
Experience
Citi 2009 - Present
Jefferies & Company September 2006 - May 2009
Pacific Growth Equities May 2005 - September 2006
Cornell University May 2001 - May 2005
Skills
Equity Research, Investment Banking, Healthcare, Equities, Valuation, Medical Devices, Sovereign Wealth Funds, Liability Management, Postal Industry, Development Banks, Medical D, Specialty..., Managed Care
Education
Cornell University 2001 — 2005
Bachelor of Arts and Science, economics
Citi 2009 - Present
Jefferies & Company September 2006 - May 2009
Pacific Growth Equities May 2005 - September 2006
Cornell University May 2001 - May 2005
Skills
Equity Research, Investment Banking, Healthcare, Equities, Valuation, Medical Devices, Sovereign Wealth Funds, Liability Management, Postal Industry, Development Banks, Medical D, Specialty..., Managed Care
Education
Cornell University 2001 — 2005
Bachelor of Arts and Science, economics
Vera Greenberg Vera Greenberg's Jefferies & Company Experience October 2009 - December 2009
Job at
Industry Financial Services
Experience
Citi February 2015 - Present
Citi September 2011 - February 2015
KPMG Advisory August 2010 - August 2011
Jefferies & Company October 2009 - December 2009
Bank of New York Mellon May 2009 - August 2009
Barclays Capital 2006 - 2009
Skills
Portfolio Management, Strategy, Investment Banking, Banking, Credit Risk, Competitive Analysis, Hedge Funds, Trading, Cross-functional Team..., Business Strategy, Analysis, Management, Securities, FX trading, Foreign Exchange, Derivatives, Financial Analysis
Education
Columbia University - Columbia Business School
MBA
New York University - Leonard N. Stern School of Business
Bachelor of Science
Citi February 2015 - Present
Citi September 2011 - February 2015
KPMG Advisory August 2010 - August 2011
Jefferies & Company October 2009 - December 2009
Bank of New York Mellon May 2009 - August 2009
Barclays Capital 2006 - 2009
Skills
Portfolio Management, Strategy, Investment Banking, Banking, Credit Risk, Competitive Analysis, Hedge Funds, Trading, Cross-functional Team..., Business Strategy, Analysis, Management, Securities, FX trading, Foreign Exchange, Derivatives, Financial Analysis
Education
Columbia University - Columbia Business School
MBA
New York University - Leonard N. Stern School of Business
Bachelor of Science
Charles Rhyee Charles Rhyee's Jefferies & Company Experience November 2004 - April 2005
Job Managing Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company February 2011 - Present
Oppenheimer & Co. November 2006 - February 2011
Credit Suisse April 2005 - November 2006
Jefferies & Company November 2004 - April 2005
Schwab Soundview Capital Markets November 2003 - November 2004
Citi August 1999 - November 2003
Citi February 1998 - August 1999
Datek Online June 1996 - February 1998
Skills
Valuation, Equity Research, Equities, Capital Markets, Investment Banking, Financial Services, Analytics
Education
Columbia University in the City of New York 1991 — 2006
Bachelor of Arts (B.A.), Economics
Cowen and Company February 2011 - Present
Oppenheimer & Co. November 2006 - February 2011
Credit Suisse April 2005 - November 2006
Jefferies & Company November 2004 - April 2005
Schwab Soundview Capital Markets November 2003 - November 2004
Citi August 1999 - November 2003
Citi February 1998 - August 1999
Datek Online June 1996 - February 1998
Skills
Valuation, Equity Research, Equities, Capital Markets, Investment Banking, Financial Services, Analytics
Education
Columbia University in the City of New York 1991 — 2006
Bachelor of Arts (B.A.), Economics
Jake Skivington Jake Skivington's Jefferies & Company Experience March 2011 - Present
Job Jefferies LLC Leveraged Finance Investment Banking
Industry Financial Services
Experience
Jefferies & Company March 2011 - Present
Stifel Nicolaus July 2010 - March 2011
Sumner Financial 2009 - 2009
Mendon Capital Advisors 2007 - 2008
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance, Economics
Copenhagen Business School 2009 — 2009
Finance
Jefferies & Company March 2011 - Present
Stifel Nicolaus July 2010 - March 2011
Sumner Financial 2009 - 2009
Mendon Capital Advisors 2007 - 2008
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance, Economics
Copenhagen Business School 2009 — 2009
Finance
Eila (DeBard) Johnson's Jefferies & Company Experience 1994 - 1997
Job culinary instructor + recipe developer at "meals in a snap"
Industry Food & Beverages
Experience
swellmom llc May 2013 - Present
the full plate blog March 2009 - Present
The Tiny Miracles Foundation 2004 - Present
Meals in a Snap March 2009 - December 2011
Dinners by Eila, LLC 2001 - 2003
Kraft Foods 1999 - 2001
Jefferies & Company 1994 - 1997
Skills
Writing, Speech Writing, Public Speaking, Marketing Strategy, Blogging, Cooking, Nutrition, Nutritional Counseling, Nutrition Education, Nutrition Consulting, cooking lessons, Women's Health, Wellness, Wellness Coaching, Wellness Programs, Wellness Initiatives, Wellness Programming, Holistic Health, integrative nutrition, Cookbooks, Recipes, Recipe Testing, recipe development, Publishing, Marketing
Education
Institute for Integrative Nutrition 2012 — 2013
Professional Certificate, Nutrition
The Culinary Institute of America 2002 — 2002
Professional Certificate, Techniques of Healthy Cooking
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Marketing and Strategy
Colgate University 1991 — 1994
BA, Political Science and Government
University of California, Los Angeles 1989 — 1991
Communications
swellmom llc May 2013 - Present
the full plate blog March 2009 - Present
The Tiny Miracles Foundation 2004 - Present
Meals in a Snap March 2009 - December 2011
Dinners by Eila, LLC 2001 - 2003
Kraft Foods 1999 - 2001
Jefferies & Company 1994 - 1997
Skills
Writing, Speech Writing, Public Speaking, Marketing Strategy, Blogging, Cooking, Nutrition, Nutritional Counseling, Nutrition Education, Nutrition Consulting, cooking lessons, Women's Health, Wellness, Wellness Coaching, Wellness Programs, Wellness Initiatives, Wellness Programming, Holistic Health, integrative nutrition, Cookbooks, Recipes, Recipe Testing, recipe development, Publishing, Marketing
Education
Institute for Integrative Nutrition 2012 — 2013
Professional Certificate, Nutrition
The Culinary Institute of America 2002 — 2002
Professional Certificate, Techniques of Healthy Cooking
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Marketing and Strategy
Colgate University 1991 — 1994
BA, Political Science and Government
University of California, Los Angeles 1989 — 1991
Communications
John E. Griffin John E. Griffin's Jefferies & Company Experience July 2013 - September 2013
Job Senior Consultant at St. Joseph Health
Industry Management Consulting
Experience
St. Joseph Health August 2014 - Present
Guess? January 2014 - July 2014
Staffmark September 2013 - January 2014
Jefferies & Company July 2013 - September 2013
On Assignment May 2012 - July 2013
Newbury Consulting Group June 2006 - July 2013
Staffmark August 2011 - April 2012
Artech Information Systems June 2011 - December 2011
AMN Healthcare July 2010 - April 2011
Hays Specialist Recruitment September 2008 - July 2010
Skills
PeopleTools, SQR, PeopleSoft, Production Support, Staffing Industry, Crystal Reports, XML Publisher, ERP, HRIS, SQL, Data Conversion, Business Intelligence, Integration, Requirements Analysis, Oracle Applications, Security, Payroll, Financials, Business Process, Client Interfacing, ESS, Data Migration, Software Implementation, Performance Tuning, User Acceptance Testing, Functional Design, XML, Interfaces, Employee Benefits, Software Project..., Microsoft SQL Server, Business Analysis, Oracle, Databases, PeopleCode, Requirements Gathering, Team Leadership, Solution Architecture, SDLC, T&L, Business Process Design, Fit/Gap Analysis, Benefits, Consulting, Human Resources, Software Documentation, Business Process..., Training, Professional Services, Team Management
Education
Park University 1991 — 1995
Bachelor of Science, Management Information Systems
Community College of the Air Force 1986 — 1988
Resource Management, Information Resources Management
St. Joseph Health August 2014 - Present
Guess? January 2014 - July 2014
Staffmark September 2013 - January 2014
Jefferies & Company July 2013 - September 2013
On Assignment May 2012 - July 2013
Newbury Consulting Group June 2006 - July 2013
Staffmark August 2011 - April 2012
Artech Information Systems June 2011 - December 2011
AMN Healthcare July 2010 - April 2011
Hays Specialist Recruitment September 2008 - July 2010
Skills
PeopleTools, SQR, PeopleSoft, Production Support, Staffing Industry, Crystal Reports, XML Publisher, ERP, HRIS, SQL, Data Conversion, Business Intelligence, Integration, Requirements Analysis, Oracle Applications, Security, Payroll, Financials, Business Process, Client Interfacing, ESS, Data Migration, Software Implementation, Performance Tuning, User Acceptance Testing, Functional Design, XML, Interfaces, Employee Benefits, Software Project..., Microsoft SQL Server, Business Analysis, Oracle, Databases, PeopleCode, Requirements Gathering, Team Leadership, Solution Architecture, SDLC, T&L, Business Process Design, Fit/Gap Analysis, Benefits, Consulting, Human Resources, Software Documentation, Business Process..., Training, Professional Services, Team Management
Education
Park University 1991 — 1995
Bachelor of Science, Management Information Systems
Community College of the Air Force 1986 — 1988
Resource Management, Information Resources Management
Robert J. Schwartz PhD's Jefferies & Company Experience 2004 - 2008
Job Corporate Development and Strategy Leader
Industry Computer Software
Experience
Bulger Partners November 2014 - Present
Pegasystems July 2012 - June 2014
Directra September 2011 - October 2013
Acnestis January 2010 - June 2012
Collins Stewart LLC August 2009 - January 2010
Jefferies & Company 2004 - 2008
Thomas Weisel Partners 2000 - 2003
SG Cowen 1996 - 2000
RR Donnelley 1994 - 1996
Monitor Group 1992 - 1994
Skills
Competitive Analysis, Enterprise Software, Valuation, Corporate Development, SaaS, Equity Research, Business Strategy, Financial Modeling, Strategic Partnerships, Due Diligence, Strategic Consulting, Analytics, Identifying New..., Segmentation, Trusted Advisor, Strategic Leadership, Hypothesis Testing, Mergers & Acquisitions, Strategy, Management
Education
Harvard University
PhD, Business Economics
University of Minnesota-Twin Cities
MS, Agricultural and Applied Economics
Claremont McKenna College
BA, Economics
Bulger Partners November 2014 - Present
Pegasystems July 2012 - June 2014
Directra September 2011 - October 2013
Acnestis January 2010 - June 2012
Collins Stewart LLC August 2009 - January 2010
Jefferies & Company 2004 - 2008
Thomas Weisel Partners 2000 - 2003
SG Cowen 1996 - 2000
RR Donnelley 1994 - 1996
Monitor Group 1992 - 1994
Skills
Competitive Analysis, Enterprise Software, Valuation, Corporate Development, SaaS, Equity Research, Business Strategy, Financial Modeling, Strategic Partnerships, Due Diligence, Strategic Consulting, Analytics, Identifying New..., Segmentation, Trusted Advisor, Strategic Leadership, Hypothesis Testing, Mergers & Acquisitions, Strategy, Management
Education
Harvard University
PhD, Business Economics
University of Minnesota-Twin Cities
MS, Agricultural and Applied Economics
Claremont McKenna College
BA, Economics
Ted Sullivan Ted Sullivan's Jefferies & Company Experience May 2012 - August 2012
Job
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Columbia Business School August 2011 - May 2013
Jefferies & Company May 2012 - August 2012
Lux Research Inc June 2007 - August 2011
Lux Research 2005 - 2007
Lux Capital 2004 - 2004
Skills
Renewable Energy, Due Diligence, Solar Energy, Energy Storage, Cleantech, Financial Modeling, Venture Capital, Valuation, Energy, Private Equity, Entrepreneurship, Corporate Development, Business Strategy, Equity Research, Emerging Markets, Start-ups, Corporate Finance, Investment Banking, Mergers & Acquisitions, Investments
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.)
University of Virginia 2001 — 2005
BS
Bank of America Merrill Lynch July 2013 - Present
Columbia Business School August 2011 - May 2013
Jefferies & Company May 2012 - August 2012
Lux Research Inc June 2007 - August 2011
Lux Research 2005 - 2007
Lux Capital 2004 - 2004
Skills
Renewable Energy, Due Diligence, Solar Energy, Energy Storage, Cleantech, Financial Modeling, Venture Capital, Valuation, Energy, Private Equity, Entrepreneurship, Corporate Development, Business Strategy, Equity Research, Emerging Markets, Start-ups, Corporate Finance, Investment Banking, Mergers & Acquisitions, Investments
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.)
University of Virginia 2001 — 2005
BS
David Katz David Katz's Jefferies & Company Experience April 2010 - December 2011
Job Managing Director at Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group February 2015 - Present
GreyCap Advisors, LLC February 2012 - December 2014
Jefferies & Company April 2010 - December 2011
CIBC World Markets / Oppenheimer & Company December 2001 - April 2010
Harlyn Textile Mills/Ozzie Industries, Inc. June 1991 - August 2001
Skills
Equity Research, Capital Markets, Financial Advisory, Corporate Development, Investment Banking, Hedge Funds, Equities, Private Equity, Alternative Investments, Valuation, Fixed Income, Investor Relations, Financial Modeling, Trading, Corporate Finance, Emerging Markets, Venture Capital, Investments, Strategy
Education
Columbia Business School 1998 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1982 — 1986
B.S., Business Finance
Telsey Advisory Group February 2015 - Present
GreyCap Advisors, LLC February 2012 - December 2014
Jefferies & Company April 2010 - December 2011
CIBC World Markets / Oppenheimer & Company December 2001 - April 2010
Harlyn Textile Mills/Ozzie Industries, Inc. June 1991 - August 2001
Skills
Equity Research, Capital Markets, Financial Advisory, Corporate Development, Investment Banking, Hedge Funds, Equities, Private Equity, Alternative Investments, Valuation, Fixed Income, Investor Relations, Financial Modeling, Trading, Corporate Finance, Emerging Markets, Venture Capital, Investments, Strategy
Education
Columbia Business School 1998 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1982 — 1986
B.S., Business Finance
Aalok Mody Aalok Mody's Jefferies & Company Experience February 2011 - January 2013
Job
Industry Financial Services
Experience
Pillars of Wall Street February 2013 - Present
Jefferies & Company February 2011 - January 2013
Skills
Financial Modeling, Corporate Finance, Finance, Valuation, Investment Banking
Education
Columbia Engineering 1999 — 2003
B.S.
Pillars of Wall Street February 2013 - Present
Jefferies & Company February 2011 - January 2013
Skills
Financial Modeling, Corporate Finance, Finance, Valuation, Investment Banking
Education
Columbia Engineering 1999 — 2003
B.S.
Tom Liptack Tom Liptack's Jefferies & Company Experience 1988 - 1993
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. May 2010 - Present
FTGX CAPITAL, LLC, Greenwich, CT 2008 - 2009
A. G. EDWARDS & SONS, INC., New York, NY 1999 - 2008
EVEREN SECURITIES, INC., New York, NY 1998 - 1999
WASSERSTEIN PERELLA SECURITIES, INC., New York, NY 1996 - 1998
Jefferies & Company 1988 - 1993
Skills
Series 7, Equities, Portfolio Management, Hedge Funds, Investments, Trading, Series 63, Alternative Investments, Asset Management, Finance, Asset Allocation, Mutual Funds, Business Development, Securities
Education
Connecticut College 1983 — 1986
BA, Economics
Benjamin F. Edwards & Co. May 2010 - Present
FTGX CAPITAL, LLC, Greenwich, CT 2008 - 2009
A. G. EDWARDS & SONS, INC., New York, NY 1999 - 2008
EVEREN SECURITIES, INC., New York, NY 1998 - 1999
WASSERSTEIN PERELLA SECURITIES, INC., New York, NY 1996 - 1998
Jefferies & Company 1988 - 1993
Skills
Series 7, Equities, Portfolio Management, Hedge Funds, Investments, Trading, Series 63, Alternative Investments, Asset Management, Finance, Asset Allocation, Mutual Funds, Business Development, Securities
Education
Connecticut College 1983 — 1986
BA, Economics
Katherine Clark Katherine Clark's Jefferies & Company Experience May 2009 - August 2009
Job Senior Account Supervisor at Edelman
Industry Public Relations and Communications
Experience
Edelman November 2012 - Present
Barclays Capital June 2011 - November 2012
Barclays Capital June 2010 - August 2010
UBS October 2009 - June 2010
Jefferies & Company May 2009 - August 2009
Jefferies & Company May 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Reputation Management, Strategic Media..., Crisis Management, Financial Analysis, Valuation, Wealth Management, Corporate Finance, Series 79, Series 63, Due Diligence, Bloomberg, Capital Markets, Quantitative Analytics, Equities, FINRA, Hedge Funds, Private Equity, Emerging Markets, Investments, Economics, Fixed Income, Public Relations, Social Media, Microsoft Office, Microsoft Excel, Research, PowerPoint, Social Media Marketing
Education
Colgate University
Bachelor of Arts (BA), Economics, Peace and Conflict Studies
Dartmouth College - The Tuck School of Business at Dartmouth
Business Bridge Program
The Montclair Kimberley Academy
Edelman November 2012 - Present
Barclays Capital June 2011 - November 2012
Barclays Capital June 2010 - August 2010
UBS October 2009 - June 2010
Jefferies & Company May 2009 - August 2009
Jefferies & Company May 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Reputation Management, Strategic Media..., Crisis Management, Financial Analysis, Valuation, Wealth Management, Corporate Finance, Series 79, Series 63, Due Diligence, Bloomberg, Capital Markets, Quantitative Analytics, Equities, FINRA, Hedge Funds, Private Equity, Emerging Markets, Investments, Economics, Fixed Income, Public Relations, Social Media, Microsoft Office, Microsoft Excel, Research, PowerPoint, Social Media Marketing
Education
Colgate University
Bachelor of Arts (BA), Economics, Peace and Conflict Studies
Dartmouth College - The Tuck School of Business at Dartmouth
Business Bridge Program
The Montclair Kimberley Academy
Charles Onis Charles Onis's Jefferies & Company Experience May 2013 - August 2013
Job Advisory Analyst Structured Finance Group at EY
Industry Banking
Experience
EY August 2014 - Present
Jefferies & Company May 2013 - August 2013
Credit Suisse June 2012 - August 2012
Credit Suisse May 2011 - August 2011
Stamford Hospital June 2009 - August 2010
Skills
Microsoft Excel, Research, Public Speaking, Microsoft Word, PowerPoint, Presentations, Report Writing, Accounting, Financial Modeling, Due Diligence, Financial Analysis, Financial Reporting, Editing, Commercial Mortgages
Education
Colgate University 2010 — 2014
Bachelor's Degree, History, Economics
EY August 2014 - Present
Jefferies & Company May 2013 - August 2013
Credit Suisse June 2012 - August 2012
Credit Suisse May 2011 - August 2011
Stamford Hospital June 2009 - August 2010
Skills
Microsoft Excel, Research, Public Speaking, Microsoft Word, PowerPoint, Presentations, Report Writing, Accounting, Financial Modeling, Due Diligence, Financial Analysis, Financial Reporting, Editing, Commercial Mortgages
Education
Colgate University 2010 — 2014
Bachelor's Degree, History, Economics
Baijulal Gopinathan Baijulal Gopinathan's Jefferies & Company Experience February 2007 - September 2007
Job at
Industry Computer Software
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch March 2010 - July 2014
Citibank August 2009 - March 2010
Bank of America Merrill Lynch January 2009 - July 2009
Merrill Lynch October 2007 - December 2008
Jefferies & Company February 2007 - September 2007
Merrill Lynch February 2002 - January 2007
Tata Consultancy Services September 2000 - November 2002
Education
Cochin University of Science and Technology 1995 — 1999
BTech, Electronics
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch March 2010 - July 2014
Citibank August 2009 - March 2010
Bank of America Merrill Lynch January 2009 - July 2009
Merrill Lynch October 2007 - December 2008
Jefferies & Company February 2007 - September 2007
Merrill Lynch February 2002 - January 2007
Tata Consultancy Services September 2000 - November 2002
Education
Cochin University of Science and Technology 1995 — 1999
BTech, Electronics
Margaret Isa Butler Margaret Isa Butler's Jefferies & Company Experience August 2007 - January 2010
Job Shareholder at Greenberg Traurig, LLP
Industry Law Practice
Experience
Greenberg Traurig, LLP July 2014 - Present
The New Victory Theater July 2015 - Present
Private Equity Program at Columbia Business School July 2012 - Present
Lehman Center for the Performing Arts June 2012 - Present
Greenberg Traurig, LLP January 2013 - June 2014
Schulte Roth & Zabel LLP April 2010 - January 2013
Jefferies & Company August 2007 - January 2010
Wachtell, Lipton, Rosen & Katz October 2002 - July 2007
Skills
Mergers, Securities Regulation, Finance, Joint Ventures, Private Equity, Mergers & Acquisitions, Corporate Finance, Investment Banking, Acquisitions
Education
Columbia University - Columbia Business School 1999 — 2002
MBA
Columbia Law School 1998 — 2002
JD
Harvard University 1992 — 1996
AB, Social Studies
Dwight-Englewood School 1988 — 1992
Greenberg Traurig, LLP July 2014 - Present
The New Victory Theater July 2015 - Present
Private Equity Program at Columbia Business School July 2012 - Present
Lehman Center for the Performing Arts June 2012 - Present
Greenberg Traurig, LLP January 2013 - June 2014
Schulte Roth & Zabel LLP April 2010 - January 2013
Jefferies & Company August 2007 - January 2010
Wachtell, Lipton, Rosen & Katz October 2002 - July 2007
Skills
Mergers, Securities Regulation, Finance, Joint Ventures, Private Equity, Mergers & Acquisitions, Corporate Finance, Investment Banking, Acquisitions
Education
Columbia University - Columbia Business School 1999 — 2002
MBA
Columbia Law School 1998 — 2002
JD
Harvard University 1992 — 1996
AB, Social Studies
Dwight-Englewood School 1988 — 1992
Joseph Re Jr. Joseph Re Jr.'s Jefferies & Company Experience 1989 - 1994
Job
Industry Financial Services
Experience
Investment Technology Group, Inc. 1994 - 2002
Investment Technology Group, Inc. 1994 - 1997
Jefferies & Company 1989 - 1994
Education
The Ohio State University 1986 — 1988
M.S., Computer and Information Science
Cornell University 1983 — 1986
B.A., Economics
Investment Technology Group, Inc. 1994 - 2002
Investment Technology Group, Inc. 1994 - 1997
Jefferies & Company 1989 - 1994
Education
The Ohio State University 1986 — 1988
M.S., Computer and Information Science
Cornell University 1983 — 1986
B.A., Economics
James Boyd James Boyd's Jefferies & Company Experience July 2008 - December 2009
Job Senior Financial Analyst at Arctic Glacier Holdings, Inc.
Industry Consumer Goods
Experience
Arctic Glacier Holdings, Inc. July 2015 - Present
HL Group July 2014 - June 2015
David Yurman May 2013 - August 2013
Fireman Capital Partners January 2010 - June 2012
Jefferies & Company July 2008 - December 2009
Skills
Private Equity, Venture Capital, Marketing, Financial Modeling, Consumer Products, Due Diligence, Valuation, Investment Banking, Channel Strategy, Finance, Inventory Management, Mergers & Acquisitions, Strategy, Entrepreneurship, Capital Markets
Education
UNC Kenan-Flagler Business School
Master of Business Administration (MBA), Marketing and Entrepreneurship
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
Copenhagen Business School
GLOBE, International Business Strategy
The Chinese University of Hong Kong
GLOBE
Arctic Glacier Holdings, Inc. July 2015 - Present
HL Group July 2014 - June 2015
David Yurman May 2013 - August 2013
Fireman Capital Partners January 2010 - June 2012
Jefferies & Company July 2008 - December 2009
Skills
Private Equity, Venture Capital, Marketing, Financial Modeling, Consumer Products, Due Diligence, Valuation, Investment Banking, Channel Strategy, Finance, Inventory Management, Mergers & Acquisitions, Strategy, Entrepreneurship, Capital Markets
Education
UNC Kenan-Flagler Business School
Master of Business Administration (MBA), Marketing and Entrepreneurship
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
Copenhagen Business School
GLOBE, International Business Strategy
The Chinese University of Hong Kong
GLOBE
Aditya Nair Aditya Nair's Jefferies & Company Experience May 2012 - August 2012
Job Investment Banking Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC August 2013 - Present
Jefferies & Company May 2012 - August 2012
Traxi, LLC March 2010 - July 2011
Traxi, LLC July 2003 - July 2008
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
Wesleyan Univesity 1999 — 2003
BA, Economics
Kodaikanal International School 1995 — 1999
Jefferies LLC August 2013 - Present
Jefferies & Company May 2012 - August 2012
Traxi, LLC March 2010 - July 2011
Traxi, LLC July 2003 - July 2008
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
Wesleyan Univesity 1999 — 2003
BA, Economics
Kodaikanal International School 1995 — 1999
Malcolm Harkness Malcolm Harkness's Jefferies & Company Experience 1999 - 2001
Job at NRG Energy
Industry Oil & Energy
Experience
NRG Energy September 2010 - Present
Reliant Energy September 2009 - September 2010
Reliant Energy May 2008 - August 2009
Aggreko January 2003 - May 2008
Novoforum 2001 - 2002
Jefferies & Company 1999 - 2001
Skills
Contract Negotiation, Power Generation, Natural Gas, Strategy, Energy, Project Management, Strategic Planning, Energy Efficiency, Business Development, International Sales, New Business Development, Energy Management, Renewable Energy, Business Strategy, Management, Solar Energy
Education
Cornell University 2014 — 2016
Master of Business Administration (M.B.A.)
The University of British Columbia 1997 — 1999
Masters, Information Studies
Queen's University 1993 — 1997
BA(H), Classical Studies
NRG Energy September 2010 - Present
Reliant Energy September 2009 - September 2010
Reliant Energy May 2008 - August 2009
Aggreko January 2003 - May 2008
Novoforum 2001 - 2002
Jefferies & Company 1999 - 2001
Skills
Contract Negotiation, Power Generation, Natural Gas, Strategy, Energy, Project Management, Strategic Planning, Energy Efficiency, Business Development, International Sales, New Business Development, Energy Management, Renewable Energy, Business Strategy, Management, Solar Energy
Education
Cornell University 2014 — 2016
Master of Business Administration (M.B.A.)
The University of British Columbia 1997 — 1999
Masters, Information Studies
Queen's University 1993 — 1997
BA(H), Classical Studies
Brad Jenson Brad Jenson's Jefferies & Company Experience July 2007 - May 2008
Job Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2014 - Present
J&M Ventures October 2012 - January 2014
The Blueshirt Group August 2011 - October 2012
BCA Research, Inc March 2011 - August 2011
Scottrade, Inc January 2009 - February 2011
Jefferies & Company July 2007 - May 2008
American Chamber of Commerce September 2005 - May 2006
Skills
Series 7, Series 63, Investment Banking, Equity Capital Markets, Financial Modeling, Financial Analysis, Stockbroking, Sales, Business Development, Investor Relations, Russian, Ukrainian, Bloomberg, Capital Markets, Equity Research, Corporate Finance, Valuation
Education
Columbia University 2003 — 2007
B.A, Russian Regional Studies; Economics
Moscow International University 2005 — 2006
Russian Economy
Columbia University in the City of New York
Goldman Sachs January 2014 - Present
J&M Ventures October 2012 - January 2014
The Blueshirt Group August 2011 - October 2012
BCA Research, Inc March 2011 - August 2011
Scottrade, Inc January 2009 - February 2011
Jefferies & Company July 2007 - May 2008
American Chamber of Commerce September 2005 - May 2006
Skills
Series 7, Series 63, Investment Banking, Equity Capital Markets, Financial Modeling, Financial Analysis, Stockbroking, Sales, Business Development, Investor Relations, Russian, Ukrainian, Bloomberg, Capital Markets, Equity Research, Corporate Finance, Valuation
Education
Columbia University 2003 — 2007
B.A, Russian Regional Studies; Economics
Moscow International University 2005 — 2006
Russian Economy
Columbia University in the City of New York
Regan Giddens's Jefferies & Company Experience July 2007 - Present
Job Expense Coordinator at Jefferies & Company
Industry Entertainment
Experience
HONEYGRiP September 2007 - Present
Jefferies & Company July 2007 - Present
Bank of America Merrill Lynch December 2006 - July 2007
Skills
Blogging, Radio, Social Media, New Media, Entertainment, Social Networking, Social Media Marketing, Advertising, Writing, Public Speaking, Marketing, Event Planning, Event Management, Public Relations, Fashion
Education
CUNY School of Professional Studies 2011 — 2012
Bachelor of Arts (B.A.), Communications and Culture, 3.0
Hunter College 2006 — 2007
Communication and Media Studies
HONEYGRiP September 2007 - Present
Jefferies & Company July 2007 - Present
Bank of America Merrill Lynch December 2006 - July 2007
Skills
Blogging, Radio, Social Media, New Media, Entertainment, Social Networking, Social Media Marketing, Advertising, Writing, Public Speaking, Marketing, Event Planning, Event Management, Public Relations, Fashion
Education
CUNY School of Professional Studies 2011 — 2012
Bachelor of Arts (B.A.), Communications and Culture, 3.0
Hunter College 2006 — 2007
Communication and Media Studies
Tim Dowling Tim Dowling's Jefferies & Company Experience January 1990 - June 1991
Job Lead PM Global High Yield, Director of Credit Investing at ING Investment Management
Industry Financial Services
Experience
ING Investment Management March 2013 - Present
ING Investment Management January 2012 - Present
Rogge Global Partners July 2008 - November 2010
ING Investment Management (NY) 2005 - 2008
Wachovia Securities, LLC December 1995 - July 2004
Libra Investments June 1991 - December 1995
Jefferies & Company January 1990 - June 1991
Bear Stearns September 1983 - December 1989
Skills
Credit Analysis, Portfolio Management, Launch Of New Products, Series 24
Education
Colgate University 1979 — 1983
BA, History
ING Investment Management March 2013 - Present
ING Investment Management January 2012 - Present
Rogge Global Partners July 2008 - November 2010
ING Investment Management (NY) 2005 - 2008
Wachovia Securities, LLC December 1995 - July 2004
Libra Investments June 1991 - December 1995
Jefferies & Company January 1990 - June 1991
Bear Stearns September 1983 - December 1989
Skills
Credit Analysis, Portfolio Management, Launch Of New Products, Series 24
Education
Colgate University 1979 — 1983
BA, History
Jude Patrick Alexis Jude Patrick Alexis's Jefferies & Company Experience May 1997 - January 1999
Job Vice President Senior MiddleWare and Systems Specialist at CIT Group, Inc
Industry Financial Services
Experience
CIT August 2011 - Present
Primary Care Associates of Florida, LLC September 2009 - October 2010
Bank of New York Mellon September 2005 - September 2009
Pershing Technologies January 1999 - September 2005
Jefferies & Company May 1997 - January 1999
Education
City University of New York-Hunter College
Computer Science
CIT August 2011 - Present
Primary Care Associates of Florida, LLC September 2009 - October 2010
Bank of New York Mellon September 2005 - September 2009
Pershing Technologies January 1999 - September 2005
Jefferies & Company May 1997 - January 1999
Education
City University of New York-Hunter College
Computer Science
Timothy Sullivan Timothy Sullivan's Jefferies & Company Experience August 2005 - April 2009
Job Partner at AJU IB INVESTMENT
Industry Venture Capital & Private Equity
Experience
AJU IB INVESTMENT January 2014 - Present
Molecular Templates July 2014 - Present
RBS Citizens December 2011 - February 2014
Cornerstone Pharmaceuticals March 2010 - December 2011
Althea Partners, LLC April 2009 - December 2011
Jefferies & Company August 2005 - April 2009
Bear Stearns & Co. Inc. January 2000 - September 2005
Deloitte Consulting August 1999 - December 1999
Skills
Healthcare, Pharmaceutical Industry, Biotechnology, Medical Devices, Medical Diagnostics, Corporate Development, Financial Modeling, Mergers, Due Diligence, Valuation, Start-ups, Business Strategy, Business Development, Financial Analysis, Strategic Planning, Strategy, Data Analysis, Investor Relations, Entrepreneurship
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Business Administration
Harvard University 1991 — 1993
BA, Biology
Syracuse University 1989 — 1991
Biology, General
Milton Academy 1981 — 1989
AJU IB INVESTMENT January 2014 - Present
Molecular Templates July 2014 - Present
RBS Citizens December 2011 - February 2014
Cornerstone Pharmaceuticals March 2010 - December 2011
Althea Partners, LLC April 2009 - December 2011
Jefferies & Company August 2005 - April 2009
Bear Stearns & Co. Inc. January 2000 - September 2005
Deloitte Consulting August 1999 - December 1999
Skills
Healthcare, Pharmaceutical Industry, Biotechnology, Medical Devices, Medical Diagnostics, Corporate Development, Financial Modeling, Mergers, Due Diligence, Valuation, Start-ups, Business Strategy, Business Development, Financial Analysis, Strategic Planning, Strategy, Data Analysis, Investor Relations, Entrepreneurship
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Business Administration
Harvard University 1991 — 1993
BA, Biology
Syracuse University 1989 — 1991
Biology, General
Milton Academy 1981 — 1989
Dmitri Efimov Dmitri Efimov's Jefferies & Company Experience May 2012 - April 2015
Job Senior Vice President at Straits Financial LLC
Industry Financial Services
Experience
Straits Financial LLC August 2015 - Present
Cross Border Ventures, LLC March 1995 - Present
Jefferies & Company May 2012 - April 2015
NewEdge USA August 2010 - October 2012
Refco Securities Inc August 2001 - August 2005
Credit Suisse First Boston January 1999 - January 2001
Bank of America January 1996 - August 1999
Citibank International, plc January 1994 - January 1996
Skills
Relative value trading, Emerging Markets, Investment Banking, Fixed Income, Asset Management, Capital Markets, Equities, Trading, Due Diligence, Banking, Bonds, Relative Value Trading, Risk Management, FX Options, Prime Brokerage, Hedging, Swaps, Portfolio Management, Commodity, Currency, Derivatives, Interest Rate..., Structured Products, FX trading, Financial Structuring, Loan Origination, Financial Markets, Electronic Trading, Private Equity, Securities, Finance, High Yield, Proprietary Trading, Bloomberg, Financial Modeling, Structured Finance, Alternative Investments, Hedge Funds, Investments, Money Market, Trading Systems, Equity Trading, Equity Derivatives, Humor, Mentoring, Motivation, Employee Loyalty, Cultural Awareness, Trading Strategies, Middle Office
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Finance University under the Government of the Russian Federation 1979 — 1984
MA, International Finance
Straits Financial LLC August 2015 - Present
Cross Border Ventures, LLC March 1995 - Present
Jefferies & Company May 2012 - April 2015
NewEdge USA August 2010 - October 2012
Refco Securities Inc August 2001 - August 2005
Credit Suisse First Boston January 1999 - January 2001
Bank of America January 1996 - August 1999
Citibank International, plc January 1994 - January 1996
Skills
Relative value trading, Emerging Markets, Investment Banking, Fixed Income, Asset Management, Capital Markets, Equities, Trading, Due Diligence, Banking, Bonds, Relative Value Trading, Risk Management, FX Options, Prime Brokerage, Hedging, Swaps, Portfolio Management, Commodity, Currency, Derivatives, Interest Rate..., Structured Products, FX trading, Financial Structuring, Loan Origination, Financial Markets, Electronic Trading, Private Equity, Securities, Finance, High Yield, Proprietary Trading, Bloomberg, Financial Modeling, Structured Finance, Alternative Investments, Hedge Funds, Investments, Money Market, Trading Systems, Equity Trading, Equity Derivatives, Humor, Mentoring, Motivation, Employee Loyalty, Cultural Awareness, Trading Strategies, Middle Office
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Finance University under the Government of the Russian Federation 1979 — 1984
MA, International Finance
Kirsten Edwards, CFA Kirsten Edwards, CFA's Jefferies & Company Experience May 2001 - October 2004
Job Vice President of Finance/IT at InsideTrack
Industry Financial Services
Experience
InsideTrack March 2013 - Present
InsideTrack May 2010 - Present
Education Consulting and Advising services March 2008 - Present
ThinkEquity Partners November 2004 - May 2007
Jefferies & Company May 2001 - October 2004
Skills
Strategy, Analysis, Business Development, Business Strategy, Valuation, Leadership, Investments, Finance, Management, Mergers, Research, Consulting, Start-ups
Education
Colgate University 1994 — 1998
BS, psychology
InsideTrack March 2013 - Present
InsideTrack May 2010 - Present
Education Consulting and Advising services March 2008 - Present
ThinkEquity Partners November 2004 - May 2007
Jefferies & Company May 2001 - October 2004
Skills
Strategy, Analysis, Business Development, Business Strategy, Valuation, Leadership, Investments, Finance, Management, Mergers, Research, Consulting, Start-ups
Education
Colgate University 1994 — 1998
BS, psychology
Dana Young Dana Young's Jefferies & Company Experience December 2011 - Present
Job Jefferies
Industry Financial Services
Experience
Jefferies & Company December 2011 - Present
Newedge USA, LLC January 2002 - November 2011
Fimat USA February 2006 - December 2007
Skills
Equities, Investment Banking, Financial Services, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Commodity, Finance, Asset Management, Risk Management, Portfolio Management, Financial Risk, Trading Systems, New Account Opening, OFAC, Financial Markets, KYC, USA PATRIOT Act, Anti Money Laundering, Due Diligence, Management, Microsoft Office, Corporate Finance, OTC Derivatives, Prime Brokerage
Education
City University of New York-Hunter College
BA, Media Studies
City University of New York-Hunter College
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Jefferies & Company December 2011 - Present
Newedge USA, LLC January 2002 - November 2011
Fimat USA February 2006 - December 2007
Skills
Equities, Investment Banking, Financial Services, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Commodity, Finance, Asset Management, Risk Management, Portfolio Management, Financial Risk, Trading Systems, New Account Opening, OFAC, Financial Markets, KYC, USA PATRIOT Act, Anti Money Laundering, Due Diligence, Management, Microsoft Office, Corporate Finance, OTC Derivatives, Prime Brokerage
Education
City University of New York-Hunter College
BA, Media Studies
City University of New York-Hunter College
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Dimiter V. Tassev's Jefferies & Company Experience July 2010 - November 2010
Job Biotechnology Analyst at Surveyor Capital/Citadel LLC
Industry Research
Experience
Surveyor Capital/Citadel LLC August 2014 - Present
Barclays August 2013 - August 2014
William Blair & Company November 2011 - August 2013
ContraFect Corp February 2011 - November 2011
Jefferies & Company July 2010 - November 2010
Skills
Molecular Biology, Biotechnology, Immunology, Drug Discovery, Cancer, Oncology, Monoclonal Antibodies, Infectious Diseases, Science, Biomarker Discovery, Lifesciences, Healthcare, Cell Culture, PCR, Research, Western Blotting, Flow Cytometry, Biochemistry, Cell Biology, Cell, Microbiology, Genetics
Education
Gerstner Sloan-Kettering Graduate School of Biomedical Sciences 2006 — 2011
PhD, Immuno-Oncology
Cold Spring Harbor Laboratory 2007 — 2007
Certificate, Phage Display of Proteins and Peptides
The Ohio State University 2003 — 2006
BS, Microbiology
Surveyor Capital/Citadel LLC August 2014 - Present
Barclays August 2013 - August 2014
William Blair & Company November 2011 - August 2013
ContraFect Corp February 2011 - November 2011
Jefferies & Company July 2010 - November 2010
Skills
Molecular Biology, Biotechnology, Immunology, Drug Discovery, Cancer, Oncology, Monoclonal Antibodies, Infectious Diseases, Science, Biomarker Discovery, Lifesciences, Healthcare, Cell Culture, PCR, Research, Western Blotting, Flow Cytometry, Biochemistry, Cell Biology, Cell, Microbiology, Genetics
Education
Gerstner Sloan-Kettering Graduate School of Biomedical Sciences 2006 — 2011
PhD, Immuno-Oncology
Cold Spring Harbor Laboratory 2007 — 2007
Certificate, Phage Display of Proteins and Peptides
The Ohio State University 2003 — 2006
BS, Microbiology
Christina Liu's Jefferies & Company Experience 2006 - 2010
Job Lead Product Manager at Glu Mobile
Industry Internet
Experience
Glu Mobile May 2014 - Present
Zynga 2013 - Present
ZALORA Group 2012 - March 2012
Groupon May 2011 - June 2011
Jefferies & Company 2006 - 2010
Citi May 2005 - August 2005
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Entrepreneurship, Finance
Columbia University in the City of New York
B.S., Engineering & Management Systems, Economics
Glu Mobile May 2014 - Present
Zynga 2013 - Present
ZALORA Group 2012 - March 2012
Groupon May 2011 - June 2011
Jefferies & Company 2006 - 2010
Citi May 2005 - August 2005
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Entrepreneurship, Finance
Columbia University in the City of New York
B.S., Engineering & Management Systems, Economics
Kerry Fitzgerald Kerry Fitzgerald's Jefferies & Company Experience May 2011 - August 2012
Job
Industry Financial Services
Experience
Aldwych Capital LLC February 2014 - Present
Adventure to Fitness December 2012 - January 2014
Jefferies & Company May 2011 - August 2012
Barclays Capital 2008 - 2011
Lehman Brothers May 2007 - 2008
Azla Advisors 2007 - 2008
Cravath, Swaine & Moore May 2006 - May 2007
Ambac August 2002 - August 2004
lehman brothers July 2000 - August 2002
Skills
Capital Markets, Investment Banking, Corporate Finance, Private Equity, Valuation, Financial Modeling, Due Diligence, Hedge Funds, Structured Finance, Equities, Emerging Markets, Fixed Income, Mergers, LBO, Investments, Equity Research, Securitization, Venture Capital, Mergers & Acquisitions, Alternative Investments
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA), Finance, General
Columbia Law School 2004 — 2007
JD, law
Duke University 1996 — 2000
BSE, mechanical engineering, economics
Deerfield Academy 1992 — 1996
Aldwych Capital LLC February 2014 - Present
Adventure to Fitness December 2012 - January 2014
Jefferies & Company May 2011 - August 2012
Barclays Capital 2008 - 2011
Lehman Brothers May 2007 - 2008
Azla Advisors 2007 - 2008
Cravath, Swaine & Moore May 2006 - May 2007
Ambac August 2002 - August 2004
lehman brothers July 2000 - August 2002
Skills
Capital Markets, Investment Banking, Corporate Finance, Private Equity, Valuation, Financial Modeling, Due Diligence, Hedge Funds, Structured Finance, Equities, Emerging Markets, Fixed Income, Mergers, LBO, Investments, Equity Research, Securitization, Venture Capital, Mergers & Acquisitions, Alternative Investments
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA), Finance, General
Columbia Law School 2004 — 2007
JD, law
Duke University 1996 — 2000
BSE, mechanical engineering, economics
Deerfield Academy 1992 — 1996
Clifford Hansen's Jefferies & Company Experience February 2001 - January 2003
Job Principal & Agent at Insurance of the San Juans
Industry Insurance
Experience
Insurance of the San Juans November 2009 - Present
Vietnam Partners LLC January 2006 - December 2008
HansenGroup, Inc. September 2003 - December 2006
Jefferies & Company February 2001 - January 2003
MORGAN STANLEY December 1997 - November 2000
Skills
Insurance, Customer Relations, Customer Service, Credit, Analysis, Financial Analysis, Real Estate, Commercial Real Estate, Valuation, Real Estate Transactions, Residential Homes, Real Estate Economics, Real Estate Development, Brokerage, HOA, Investment Properties, Commercial Insurance, Leadership, Social Media Marketing, Business Development, Sales, Strategic Planning
Education
College of Charleston 1991 — 1996
BA, History
Avon Old Farms 1987 — 1991
Charlotte Country Day School 1979 — 1987
Le Rosey 1982 — 1983
Insurance of the San Juans November 2009 - Present
Vietnam Partners LLC January 2006 - December 2008
HansenGroup, Inc. September 2003 - December 2006
Jefferies & Company February 2001 - January 2003
MORGAN STANLEY December 1997 - November 2000
Skills
Insurance, Customer Relations, Customer Service, Credit, Analysis, Financial Analysis, Real Estate, Commercial Real Estate, Valuation, Real Estate Transactions, Residential Homes, Real Estate Economics, Real Estate Development, Brokerage, HOA, Investment Properties, Commercial Insurance, Leadership, Social Media Marketing, Business Development, Sales, Strategic Planning
Education
College of Charleston 1991 — 1996
BA, History
Avon Old Farms 1987 — 1991
Charlotte Country Day School 1979 — 1987
Le Rosey 1982 — 1983
Bob Tufts Bob Tufts's Jefferies & Company Experience September 1999 - June 2007
Job Co Founder at My Life Is Worth UIt
Industry Primary/Secondary Education
Experience
My Life Is Worth It May 2014 - Present
New York University 2011 - Present
Yeshiva University 2011 - Present
Manhattanville College 2008 - 2013
Jefferies & Company September 1999 - June 2007
Bear Stearns May 1995 - July 1997
Cincinnati Reds Organization June 1983 - October 1983
Kansas City Royals March 1982 - June 1983
San Francisco Giants Organization 1977 - March 1982
Skills
Sports Management, Sports, Sports Marketing, Entrepreneurship, Fundraising, Economics, Business Development, Blogging, Baseball, Athletics, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Media Relations, Public Speaking, Research, Social Media, Social Networking, Sponsorship, Teaching
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
Princeton University 1973 — 1977
BA
My Life Is Worth It May 2014 - Present
New York University 2011 - Present
Yeshiva University 2011 - Present
Manhattanville College 2008 - 2013
Jefferies & Company September 1999 - June 2007
Bear Stearns May 1995 - July 1997
Cincinnati Reds Organization June 1983 - October 1983
Kansas City Royals March 1982 - June 1983
San Francisco Giants Organization 1977 - March 1982
Skills
Sports Management, Sports, Sports Marketing, Entrepreneurship, Fundraising, Economics, Business Development, Blogging, Baseball, Athletics, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Media Relations, Public Speaking, Research, Social Media, Social Networking, Sponsorship, Teaching
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
Princeton University 1973 — 1977
BA
Bryan S. McFarlane Bryan S. McFarlane's Jefferies & Company Experience November 2012 - January 2013
Job Project Manager II Technology
Industry Financial Services
Experience
Fidelity National Information Services April 2015 - Present
FIS April 2015 - Present
Fiserv April 2013 - April 2015
Jefferies & Company November 2012 - January 2013
Bloomfield Township January 2011 - September 2012
Xcel Federal Credit Union February 2012 - August 2012
Proponent Federal Credit Union April 2008 - February 2012
Archer Management Services 1993 - 2003
Skills
Banking, Strategic Planning, Retail Banking, Coaching, Loans, Financial Analysis, New Business Development, Marketing, Leadership Development, Change Management, Vendor Management, Microsoft Excel, Customer Service, PowerPoint, Commercial Banking, MS Project, MS Visio, Cross-functional Team..., Risk Management, Program Management, Operations Management, Process Improvement, Leadership, Training, Quality Assurance, CRM, Management, Strategy, Project Management, Software Documentation
Education
Colorado Technical University 2011 — 2013
Bachelor's Degree, Business / Project Management
Fidelity National Information Services April 2015 - Present
FIS April 2015 - Present
Fiserv April 2013 - April 2015
Jefferies & Company November 2012 - January 2013
Bloomfield Township January 2011 - September 2012
Xcel Federal Credit Union February 2012 - August 2012
Proponent Federal Credit Union April 2008 - February 2012
Archer Management Services 1993 - 2003
Skills
Banking, Strategic Planning, Retail Banking, Coaching, Loans, Financial Analysis, New Business Development, Marketing, Leadership Development, Change Management, Vendor Management, Microsoft Excel, Customer Service, PowerPoint, Commercial Banking, MS Project, MS Visio, Cross-functional Team..., Risk Management, Program Management, Operations Management, Process Improvement, Leadership, Training, Quality Assurance, CRM, Management, Strategy, Project Management, Software Documentation
Education
Colorado Technical University 2011 — 2013
Bachelor's Degree, Business / Project Management
Aymeric Pacton Aymeric Pacton's Jefferies & Company Experience July 2012 - August 2012
Job Institutional Equities Division Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
MVision Private Equity Advisers July 2014 - August 2014
Oxford Student Consultancy January 2014 - March 2014
HSBC June 2013 - August 2013
Waspit September 2012 - December 2012
Jefferies & Company July 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, French, Bloomberg, Valuation, Equities, Risk Management, Corporate Finance, Economics, Data Analysis, Private Equity, FX trading, FX Options, Precious Metals, Structured Products, Philosophy, Contemporary Art, French literature, Chinese art, Microsoft Office, JavaScript, VBA, HTML, Photoshop, Technical Analysis
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (BA), Financial Economics with a concentration in Art History, 3.73/4.0
University of Oxford 2013 — 2014
Columbia Oxbridge Scholar's Program, Economics and Management, 3.9/4.0
Lycée Francais Victor Segalen, Hong Kong 2009 — 2011
French Baccalaureat, Scientific with a Major in Mathematics, 17.19/20, Highest Honors (Tres Bien)
The London School of Economics and Political Science (LSE)
Morgan Stanley June 2015 - August 2015
MVision Private Equity Advisers July 2014 - August 2014
Oxford Student Consultancy January 2014 - March 2014
HSBC June 2013 - August 2013
Waspit September 2012 - December 2012
Jefferies & Company July 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, French, Bloomberg, Valuation, Equities, Risk Management, Corporate Finance, Economics, Data Analysis, Private Equity, FX trading, FX Options, Precious Metals, Structured Products, Philosophy, Contemporary Art, French literature, Chinese art, Microsoft Office, JavaScript, VBA, HTML, Photoshop, Technical Analysis
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (BA), Financial Economics with a concentration in Art History, 3.73/4.0
University of Oxford 2013 — 2014
Columbia Oxbridge Scholar's Program, Economics and Management, 3.9/4.0
Lycée Francais Victor Segalen, Hong Kong 2009 — 2011
French Baccalaureat, Scientific with a Major in Mathematics, 17.19/20, Highest Honors (Tres Bien)
The London School of Economics and Political Science (LSE)
Teena Bhatia's Jefferies & Company Experience June 2007 - April 2008
Job Student at Santa Clara University
Industry Financial Services
Experience
Santa Clara University September 2013 - Present
Growth Capital Services, member FINRA, SIPC August 2013 - August 2014
KMT orgnaziation August 2011 - June 2012
Surveyor Capital January 2011 - May 2011
Citadel Securities September 2010 - January 2011
Tata Consultancy Services June 2008 - March 2009
Jefferies & Company June 2007 - April 2008
Promethean Investments LLP June 2006 - May 2007
Skills
Equities, Market Research, Bloomberg, Equity Research, Banking, Trading, Capital Markets, Business Analysis, Financial Modeling, CRM, Financial Services, Portfolio Management, Due Diligence, Securities, Investment Banking, Valuation, Cross-functional Team..., Finance, Management, Microsoft Excel, Microsoft Office, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Finance
Hunter College 2002 — 2006
Bachelor of Science (B.S.), Economics and Political Science
Santa Clara University September 2013 - Present
Growth Capital Services, member FINRA, SIPC August 2013 - August 2014
KMT orgnaziation August 2011 - June 2012
Surveyor Capital January 2011 - May 2011
Citadel Securities September 2010 - January 2011
Tata Consultancy Services June 2008 - March 2009
Jefferies & Company June 2007 - April 2008
Promethean Investments LLP June 2006 - May 2007
Skills
Equities, Market Research, Bloomberg, Equity Research, Banking, Trading, Capital Markets, Business Analysis, Financial Modeling, CRM, Financial Services, Portfolio Management, Due Diligence, Securities, Investment Banking, Valuation, Cross-functional Team..., Finance, Management, Microsoft Excel, Microsoft Office, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Finance
Hunter College 2002 — 2006
Bachelor of Science (B.S.), Economics and Political Science
Adriana Santana's Jefferies & Company Experience September 2008 - November 2008
Job Global Operations and Client Services Business Production & Technical Support at DTCC
Industry Investment Banking
Experience
Deutsche Bank February 2013 - November 2014
Citi December 2011 - August 2012
BMO Capital Markets July 2009 - November 2011
Oppenheimer & Co. November 2008 - January 2009
Jefferies & Company September 2008 - November 2008
RBC Capital Markets June 2008 - August 2008
ABN AMRO Bank N.V. November 2007 - June 2008
Deutsche Bank March 2006 - November 2007
UBS Wealth Management October 2004 - March 2006
First New York Securities January 1998 - October 2004
Skills
Middle Office, International..., Capital Markets, Equities, Emerging Markets, Buy Backs, Deal Stocks, Bonds, Fixed Income, Restricted Stock, Buy-In's, Stock Loans, Call Backs, Straight Through..., Legend Removals, Financial Risk, Account Reconciliation, Foreign Currencies, FX trading, Financial Policies &..., Euroclear, Wire Transfers, Securities Lending, Buy-in, Securities, Trading, Bloomberg, Settlement, Currency, FX Options, Asset Management, Derivatives, Banking, Back Office, Operational Risk, Corporate Actions, ETFs, Investments, Trading Systems, Finance, Equity Derivatives, Hedge Funds, DTC, FX Trading, Team Leadership
Education
John Jay College of Criminal Justice
Bachelor's degree
Deutsche Bank February 2013 - November 2014
Citi December 2011 - August 2012
BMO Capital Markets July 2009 - November 2011
Oppenheimer & Co. November 2008 - January 2009
Jefferies & Company September 2008 - November 2008
RBC Capital Markets June 2008 - August 2008
ABN AMRO Bank N.V. November 2007 - June 2008
Deutsche Bank March 2006 - November 2007
UBS Wealth Management October 2004 - March 2006
First New York Securities January 1998 - October 2004
Skills
Middle Office, International..., Capital Markets, Equities, Emerging Markets, Buy Backs, Deal Stocks, Bonds, Fixed Income, Restricted Stock, Buy-In's, Stock Loans, Call Backs, Straight Through..., Legend Removals, Financial Risk, Account Reconciliation, Foreign Currencies, FX trading, Financial Policies &..., Euroclear, Wire Transfers, Securities Lending, Buy-in, Securities, Trading, Bloomberg, Settlement, Currency, FX Options, Asset Management, Derivatives, Banking, Back Office, Operational Risk, Corporate Actions, ETFs, Investments, Trading Systems, Finance, Equity Derivatives, Hedge Funds, DTC, FX Trading, Team Leadership
Education
John Jay College of Criminal Justice
Bachelor's degree
Spencer Wilcox Spencer Wilcox's Jefferies & Company Experience January 2011 - July 2015
Job Director at Academy Securities
Industry Investment Banking
Experience
Academy Securities August 2015 - Present
Jefferies & Company January 2011 - July 2015
Bump Water 2012 - December 2014
United States Navy March 2008 - January 2011
United States Navy May 2008 - March 2009
United States Navy August 2004 - May 2008
United States Navy March 2001 - June 2002
Skills
DoD, Program Management, Leadership, Strategy, Navy, Command, Strategic Planning, Management, Military, Government, Operational Planning, Weapons, Hedge Funds, Analysis, Military Operations, Security Clearance
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
University of California, Berkeley, Haas School of Business 2009 — 2010
Master of Business Administration (M.B.A.), MBA
United States Naval Academy 1996 — 2000
Bachelor of Applied Science (BASc)
Ballard
Academy Securities August 2015 - Present
Jefferies & Company January 2011 - July 2015
Bump Water 2012 - December 2014
United States Navy March 2008 - January 2011
United States Navy May 2008 - March 2009
United States Navy August 2004 - May 2008
United States Navy March 2001 - June 2002
Skills
DoD, Program Management, Leadership, Strategy, Navy, Command, Strategic Planning, Management, Military, Government, Operational Planning, Weapons, Hedge Funds, Analysis, Military Operations, Security Clearance
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
University of California, Berkeley, Haas School of Business 2009 — 2010
Master of Business Administration (M.B.A.), MBA
United States Naval Academy 1996 — 2000
Bachelor of Applied Science (BASc)
Ballard
Adrian Zarate Adrian Zarate's Jefferies & Company Experience May 2012 - August 2012
Job Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
Teach For America June 2011 - May 2013
Jefferies & Company May 2012 - August 2012
U.S. House of Representatives 2007 - 2007
Skills
Financial Analysis, Financial Markets, Financial Modeling, Mathematics, Fixed Income, Distressed Debt, Trading, Credit Analysis, Bloomberg Terminal, Valuation, Credit, Investments, Research, Private Equity, Portfolio Management, Capital Markets, Management, Social Media, Bloomberg, Corporate Finance
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (BA), Economics
Gonzaga College High School 2004 — 2007
High School
St. Anselm's Abbey School 2000 — 2004
TIAA-CREF July 2013 - Present
Teach For America June 2011 - May 2013
Jefferies & Company May 2012 - August 2012
U.S. House of Representatives 2007 - 2007
Skills
Financial Analysis, Financial Markets, Financial Modeling, Mathematics, Fixed Income, Distressed Debt, Trading, Credit Analysis, Bloomberg Terminal, Valuation, Credit, Investments, Research, Private Equity, Portfolio Management, Capital Markets, Management, Social Media, Bloomberg, Corporate Finance
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (BA), Economics
Gonzaga College High School 2004 — 2007
High School
St. Anselm's Abbey School 2000 — 2004
Colin Riendeau Colin Riendeau's Jefferies & Company Experience July 2005 - May 2010
Job Principal at Apollo Global Management LLC
Industry Investment Banking
Experience
Apollo Global Management LLC August 2015 - Present
UBS Investment Bank July 2010 - July 2015
Jefferies & Company July 2005 - May 2010
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Cornell University 2001 — 2005
Bachelor of Science (BS), Applied Economics
Apollo Global Management LLC August 2015 - Present
UBS Investment Bank July 2010 - July 2015
Jefferies & Company July 2005 - May 2010
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Cornell University 2001 — 2005
Bachelor of Science (BS), Applied Economics
Raymond J. Forbes Raymond J. Forbes's Jefferies & Company Experience September 1984 - March 1985
Job Owner, E.H. Smith Jacobs & Co.,Inc.
Industry Financial Services
Experience
E.H. Smith Jacobs & Co., Inc. September 1986 - Present
Merrill Lynch April 1985 - August 1986
Jefferies & Company September 1984 - March 1985
SMBC Nikko Securities Inc. November 1983 - July 1984
Education
Colby College 1980 — 1983
BA, Japanese
Peddie School 1976 — 1978
Poly Prep 1970 — 1976
E.H. Smith Jacobs & Co., Inc. September 1986 - Present
Merrill Lynch April 1985 - August 1986
Jefferies & Company September 1984 - March 1985
SMBC Nikko Securities Inc. November 1983 - July 1984
Education
Colby College 1980 — 1983
BA, Japanese
Peddie School 1976 — 1978
Poly Prep 1970 — 1976
Chris Carey's Jefferies & Company Experience 2005 - 2007
Job
Industry Telecommunications
Experience
Tall Oaks Court, LLC January 2015 - Present
GSM Systems April 2014 - December 2014
GSM Systems September 2012 - March 2014
Hutchin Hill Capital January 2012 - September 2012
Amida Capital Management July 2007 - January 2012
Jefferies & Company 2005 - 2007
Skills
Financial Modeling, Due Diligence, Mergers & Acquisitions, Hedge Funds, High Yield, Credit, Equities, Valuation, Fixed Income, Private Equity, Capital Markets, Portfolio Management, Bloomberg, Investment Banking, Investments, Alternative Investments, Lead Generation, Asset Management, Derivatives, Financial Analysis, Business Strategy, Business Development, Strategy, Mergers, Sales Management
Education
Columbia University in the City of New York 2000 — 2004
BA, History
The Pingry School
Tall Oaks Court, LLC January 2015 - Present
GSM Systems April 2014 - December 2014
GSM Systems September 2012 - March 2014
Hutchin Hill Capital January 2012 - September 2012
Amida Capital Management July 2007 - January 2012
Jefferies & Company 2005 - 2007
Skills
Financial Modeling, Due Diligence, Mergers & Acquisitions, Hedge Funds, High Yield, Credit, Equities, Valuation, Fixed Income, Private Equity, Capital Markets, Portfolio Management, Bloomberg, Investment Banking, Investments, Alternative Investments, Lead Generation, Asset Management, Derivatives, Financial Analysis, Business Strategy, Business Development, Strategy, Mergers, Sales Management
Education
Columbia University in the City of New York 2000 — 2004
BA, History
The Pingry School
Brian McNamara Brian McNamara's Jefferies & Company Experience May 2012 - October 2012
Job Equities Analyst at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2012 - October 2012
Knight Capital Group July 2011 - August 2011
duPont Publishing July 2010 - July 2011
College of Charleston September 2010 - May 2011
Education
College of Charleston 2009 — 2013
Jefferies & Company May 2012 - October 2012
Knight Capital Group July 2011 - August 2011
duPont Publishing July 2010 - July 2011
College of Charleston September 2010 - May 2011
Education
College of Charleston 2009 — 2013
Paul Furer Paul Furer's Jefferies & Company Experience April 2010 - June 2011
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Columbia Business School August 2014 - Present
Summit Partners July 2011 - July 2014
Jefferies & Company April 2010 - June 2011
Bank of America Merrill Lynch June 2008 - April 2010
Banc of America Securities June 2007 - August 2007
Skills
Mergers & Acquisitions, Strategy, Finance, Valuation, Financial Modeling, Due Diligence, Executive Management, DCF, LBO, Private Equity, Venture Capital, Emerging Markets, Investment Banking, Corporate Finance, Corporate Development, Divestitures, M&A experience
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science, Business; Finance; Finance
Columbia Business School August 2014 - Present
Summit Partners July 2011 - July 2014
Jefferies & Company April 2010 - June 2011
Bank of America Merrill Lynch June 2008 - April 2010
Banc of America Securities June 2007 - August 2007
Skills
Mergers & Acquisitions, Strategy, Finance, Valuation, Financial Modeling, Due Diligence, Executive Management, DCF, LBO, Private Equity, Venture Capital, Emerging Markets, Investment Banking, Corporate Finance, Corporate Development, Divestitures, M&A experience
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science, Business; Finance; Finance
Eric Crawford Eric Crawford's Jefferies & Company Experience 2008 - 2010
Job Vice President at Platte River Equity
Industry Venture Capital & Private Equity
Experience
Platte River Equity 2015 - Present
The Halifax Group, LLC 2014 - 2014
Platte River Equity 2010 - 2013
Jefferies & Company 2008 - 2010
Goldman Sachs 2007 - 2007
Vestar Capital Partners 2006 - 2006
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Dartmouth College 2004 — 2008
Bachelor’s Degree
Platte River Equity 2015 - Present
The Halifax Group, LLC 2014 - 2014
Platte River Equity 2010 - 2013
Jefferies & Company 2008 - 2010
Goldman Sachs 2007 - 2007
Vestar Capital Partners 2006 - 2006
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Dartmouth College 2004 — 2008
Bachelor’s Degree
Haiyang Zhang's Jefferies & Company Experience May 2012 - August 2012
Job Student at Columbia University
Industry Financial Services
Experience
Nodal Exchange August 2013 - May 2015
Jefferies & Company May 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investment Banking, Corporate Finance, Bloomberg Terminal, Economics, Capital Markets, Equity Research, Quantitative Analytics, Private Equity, Derivatives, Capital IQ, Hedge Funds, Business Valuation
Education
Columbia University in the City of New York 2015 — 2016
Economics
University of Virginia 2009 — 2013
B. A. with Distinction, Interdisciplinary Major of Philosophy Politics and Economics
University of Oxford 2011 — 2011
Nodal Exchange August 2013 - May 2015
Jefferies & Company May 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investment Banking, Corporate Finance, Bloomberg Terminal, Economics, Capital Markets, Equity Research, Quantitative Analytics, Private Equity, Derivatives, Capital IQ, Hedge Funds, Business Valuation
Education
Columbia University in the City of New York 2015 — 2016
Economics
University of Virginia 2009 — 2013
B. A. with Distinction, Interdisciplinary Major of Philosophy Politics and Economics
University of Oxford 2011 — 2011
Kathy (Sakovich) Freytor Kathy (Sakovich) Freytor's Jefferies & Company Experience January 2011 - November 2012
Job Lead Office 365 / Exchange Engineer at City University of New York
Industry Information Technology and Services
Experience
City University of New York November 2012 - Present
Jefferies & Company January 2011 - November 2012
United Nations April 2007 - April 2010
MFX Exchange US April 2006 - March 2007
GUARDIAN LIFE October 2005 - April 2006
Shearman & Sterling May 2005 - October 2005
St. George's University August 2003 - May 2005
The Bank of New York May 2000 - September 2002
Ammirati Puris Lintas 1997 - 2000
Ammirati Puris Lintas 1997 - 2000
Skills
Microsoft Exchange, Active Directory, Blackberry Enterprise..., Blackberry, Lotus Notes, Cloud Computing, Lotus Domino, Technical Support, Troubleshooting, Messaging, System Administration, DNS, Windows Server, SMTP, Postini, Powershell, Windows, Software Documentation, Hardware, Servers, Cluster, ITIL, Disaster Recovery, System Deployment, LotusScript, Outlook, Vendor Management, Windows 7, VMware, TCP/IP, Formula Language, Quickr, SCOM, Message Labs, Lotus, Networking, Databases, Security, Forefront, IronMail, Microsoft SQL Server, Help Desk Support, Windows Server 2008, Sendmail, Barracuda Spam Firewall, Quest Migration Manager, Visio, MS Lync, Microsoft Lync Server, ILM and DirSynch
Education
CUNY SPS 2014 — 2016
Master's Degree, Business Management and Leadership
Pace University 1997 — 1999
BA, Computer Science
Pace University 1995 — 1999
BA, Computer Science & Information Technology
City University of New York November 2012 - Present
Jefferies & Company January 2011 - November 2012
United Nations April 2007 - April 2010
MFX Exchange US April 2006 - March 2007
GUARDIAN LIFE October 2005 - April 2006
Shearman & Sterling May 2005 - October 2005
St. George's University August 2003 - May 2005
The Bank of New York May 2000 - September 2002
Ammirati Puris Lintas 1997 - 2000
Ammirati Puris Lintas 1997 - 2000
Skills
Microsoft Exchange, Active Directory, Blackberry Enterprise..., Blackberry, Lotus Notes, Cloud Computing, Lotus Domino, Technical Support, Troubleshooting, Messaging, System Administration, DNS, Windows Server, SMTP, Postini, Powershell, Windows, Software Documentation, Hardware, Servers, Cluster, ITIL, Disaster Recovery, System Deployment, LotusScript, Outlook, Vendor Management, Windows 7, VMware, TCP/IP, Formula Language, Quickr, SCOM, Message Labs, Lotus, Networking, Databases, Security, Forefront, IronMail, Microsoft SQL Server, Help Desk Support, Windows Server 2008, Sendmail, Barracuda Spam Firewall, Quest Migration Manager, Visio, MS Lync, Microsoft Lync Server, ILM and DirSynch
Education
CUNY SPS 2014 — 2016
Master's Degree, Business Management and Leadership
Pace University 1997 — 1999
BA, Computer Science
Pace University 1995 — 1999
BA, Computer Science & Information Technology
Rich Crusco Rich Crusco's Jefferies & Company Experience March 2013 - March 2013
Job .
Industry Information Technology and Services
Experience
Virtual Dynamix February 2013 - January 2014
Citizens Bank March 2013 - December 2013
Microsoft March 2013 - March 2013
Jefferies & Company March 2013 - March 2013
Technical Consulting Services April 2010 - February 2013
Florida Health Care Plans December 2012 - January 2013
Collabera December 2012 - January 2013
IBM December 2012 - January 2013
Genentech December 2011 - January 2012
Entisys December 2011 - January 2012
Skills
Cloud Computing, Virtualization, Citrix, VDI, Scripting, VMware, Servers, Data Center, Virtual Computing, Design, Software Development, Networking, Storage, Architecture, Streaming Media, Wireless, UPnP, DLNA, Desktops, Microsoft, Web Development, Software Packaging, Provisioning, VMware Infrastructure, Citrix Metaframe, Terminal Services, SAN, VMware ESX, Active Directory, Windows Server, Hyper-V, Application..., vSphere, NetApp, Disaster Recovery, Integration, Microsoft Technologies, SCCM, Storage Area Networks, System Deployment, Server Architecture, NAS, HP, Xen, Infrastructure, Storage Virtualization, Remote Computing, Group Policy, NetScaler, Access Gateway
Education
Northwest Florida State College 1992 — 1995
Associate's degree, Computer Science
Community College of the Air Force 1990 — 1995
Associate's degree, Avionics
Computer Processing Institute 1985 — 1987
Electronics
Virtual Dynamix February 2013 - January 2014
Citizens Bank March 2013 - December 2013
Microsoft March 2013 - March 2013
Jefferies & Company March 2013 - March 2013
Technical Consulting Services April 2010 - February 2013
Florida Health Care Plans December 2012 - January 2013
Collabera December 2012 - January 2013
IBM December 2012 - January 2013
Genentech December 2011 - January 2012
Entisys December 2011 - January 2012
Skills
Cloud Computing, Virtualization, Citrix, VDI, Scripting, VMware, Servers, Data Center, Virtual Computing, Design, Software Development, Networking, Storage, Architecture, Streaming Media, Wireless, UPnP, DLNA, Desktops, Microsoft, Web Development, Software Packaging, Provisioning, VMware Infrastructure, Citrix Metaframe, Terminal Services, SAN, VMware ESX, Active Directory, Windows Server, Hyper-V, Application..., vSphere, NetApp, Disaster Recovery, Integration, Microsoft Technologies, SCCM, Storage Area Networks, System Deployment, Server Architecture, NAS, HP, Xen, Infrastructure, Storage Virtualization, Remote Computing, Group Policy, NetScaler, Access Gateway
Education
Northwest Florida State College 1992 — 1995
Associate's degree, Computer Science
Community College of the Air Force 1990 — 1995
Associate's degree, Avionics
Computer Processing Institute 1985 — 1987
Electronics
Jackie Kier's Jefferies & Company Experience August 2010 - August 2012
Job Senior Policy Advisor National Economic Council at The White House
Industry Public Policy
Experience
The White House September 2015 - Present
The White House, National Economic Council May 2014 - August 2014
Reshma for New York September 2012 - June 2013
Jefferies & Company August 2010 - August 2012
Bank of America Merrill Lynch November 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Bridgewater Associates January 2008 - March 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
A.B
The White House September 2015 - Present
The White House, National Economic Council May 2014 - August 2014
Reshma for New York September 2012 - June 2013
Jefferies & Company August 2010 - August 2012
Bank of America Merrill Lynch November 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Bridgewater Associates January 2008 - March 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
A.B
Kirsten Edwards, CFA's Jefferies & Company Experience September 2000 - November 2004
Job
Industry Investment Banking
Experience
Jefferies & company September 2000 - November 2004
Montgomery Securities July 1998 - September 2000
Education
Colgate University
BAS
Jefferies & company September 2000 - November 2004
Montgomery Securities July 1998 - September 2000
Education
Colgate University
BAS
Sundeep Bajikar's Jefferies & Company Experience 2011 - Present
Job Senior Vice President and Senior Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies & Company 2011 - Present
Morgan Stanley December 2009 - April 2011
Morgan Stanley September 2006 - December 2009
Intel Corporation February 2005 - September 2006
Intel Corporation May 2001 - December 2004
Intel Corporation November 1997 - April 2001
Skills
Valuation, Financial Modeling, Management, Equities, Start-ups, Mergers & Acquisitions, Venture Capital, Business Development, Strategy, Program Management, Entrepreneurship, Enterprise Software, Corporate Finance, Portfolio Management, IT Strategy, Wireless, Equity Research, Strategic Planning, Finance, Semiconductors
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Stanford University 1999 — 2001
Graduate Non-Degree Option, GPS, Telecommunications
University of Minnesota 1995 — 1997
MSEE, Electrical Engineering
University of Minnesota 1995 — 1997
MSME, Mechanical Engineering
College of Engineering, Pune 1991 — 1995
B.S., Mechanical Engineering
Jefferies & Company 2011 - Present
Morgan Stanley December 2009 - April 2011
Morgan Stanley September 2006 - December 2009
Intel Corporation February 2005 - September 2006
Intel Corporation May 2001 - December 2004
Intel Corporation November 1997 - April 2001
Skills
Valuation, Financial Modeling, Management, Equities, Start-ups, Mergers & Acquisitions, Venture Capital, Business Development, Strategy, Program Management, Entrepreneurship, Enterprise Software, Corporate Finance, Portfolio Management, IT Strategy, Wireless, Equity Research, Strategic Planning, Finance, Semiconductors
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Stanford University 1999 — 2001
Graduate Non-Degree Option, GPS, Telecommunications
University of Minnesota 1995 — 1997
MSEE, Electrical Engineering
University of Minnesota 1995 — 1997
MSME, Mechanical Engineering
College of Engineering, Pune 1991 — 1995
B.S., Mechanical Engineering
Jason Auerbach's Jefferies & Company Experience August 1997 - Present
Job Global CoHead of Technology M&A at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company August 1997 - Present
Reach Networks 1995 - 1995
Coopers & Lybrand 1993 - 1995
Skills
Mergers & Acquisitions, Private Equity, Cloud Computing, Corporate Development, Corporate Finance, Divestitures, Due Diligence, Financial Modeling, LBO, Mergers, SaaS, mergers and acquisitions
Education
Harvard Business School 1995 — 1997
MBA
Columbia University in the City of New York 1989 — 1993
BA, Urban Planning
Jefferies & Company August 1997 - Present
Reach Networks 1995 - 1995
Coopers & Lybrand 1993 - 1995
Skills
Mergers & Acquisitions, Private Equity, Cloud Computing, Corporate Development, Corporate Finance, Divestitures, Due Diligence, Financial Modeling, LBO, Mergers, SaaS, mergers and acquisitions
Education
Harvard Business School 1995 — 1997
MBA
Columbia University in the City of New York 1989 — 1993
BA, Urban Planning
Jeanette Bettles, CFA's Jefferies & Company Experience June 2010 - June 2012
Job
Industry Hospital & Health Care
Experience
Kaiser Permanente December 2012 - Present
SF Bay Area June 2012 - November 2012
Jefferies & Company June 2010 - June 2012
Bank of America Merrill Lynch May 2005 - June 2010
Deutsche Bank Securities June 2002 - May 2005
Ernst & Young June 1998 - July 2000
Kla-Mo-Ya Casino Corporation September 1997 - May 1998
Running Y Ranch Resort July 1996 - September 1997
Skills
Investments, Investment Banking, Capital Markets, Fixed Income, Bonds, Funding, Loans, Financial Analysis, Financial Modeling, Valuation, Private Equity, Strategic Planning, Finance, Portfolio Management, Mergers, Business Strategy, Business Development, Equities, Project Management, Hedge Funds, Financial Structuring, Due Diligence, Start-ups, Analysis, Corporate Finance, Financial Services, Mergers & Acquisitions, Credit
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Cornell University 1992 — 1996
B.S.
Kaiser Permanente December 2012 - Present
SF Bay Area June 2012 - November 2012
Jefferies & Company June 2010 - June 2012
Bank of America Merrill Lynch May 2005 - June 2010
Deutsche Bank Securities June 2002 - May 2005
Ernst & Young June 1998 - July 2000
Kla-Mo-Ya Casino Corporation September 1997 - May 1998
Running Y Ranch Resort July 1996 - September 1997
Skills
Investments, Investment Banking, Capital Markets, Fixed Income, Bonds, Funding, Loans, Financial Analysis, Financial Modeling, Valuation, Private Equity, Strategic Planning, Finance, Portfolio Management, Mergers, Business Strategy, Business Development, Equities, Project Management, Hedge Funds, Financial Structuring, Due Diligence, Start-ups, Analysis, Corporate Finance, Financial Services, Mergers & Acquisitions, Credit
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Cornell University 1992 — 1996
B.S.
Glen Hudson's Jefferies & Company Experience 2007 - 2007
Job Corporate Finance and Credit Executive
Industry Financial Services
Experience
Amegy Bank of Texas (Zions Bancorporation) May 2014 - Present
Zions Bancorporation August 2011 - May 2014
Lend Street Financial November 2009 - May 2011
PNC June 2008 - August 2009
Jefferies & Company 2007 - 2007
Procter & Gamble 2004 - 2005
AT&T January 2001 - October 2004
Skills
Mergers, Project Management, Financial Modeling, Business Strategy, Cross-functional Team..., Competitive Analysis, Financial Analysis, Product Management, Strategic Planning, Valuation, Due Diligence, Finance, Strategy, Marketing Strategy, CRM, Mergers & Acquisitions, Product Development, Leadership, Analysis, Management, Risk Management, Management Consulting, Banking, Corporate Finance, Investment Banking, Equities, Credit Analysis, Cash Management, Treasury Management, Segmentation, Capital Markets, Private Equity, Vendor Management, Start-ups, Pricing, Investments, Business Development
Education
University of Virginia Darden School of Business 2006 — 2008
Master of Business Administration
Cornell University - S.C. Johnson Graduate School of Management
Indiana Institute of Technology
Bachelor of Science
North Central high school
Amegy Bank of Texas (Zions Bancorporation) May 2014 - Present
Zions Bancorporation August 2011 - May 2014
Lend Street Financial November 2009 - May 2011
PNC June 2008 - August 2009
Jefferies & Company 2007 - 2007
Procter & Gamble 2004 - 2005
AT&T January 2001 - October 2004
Skills
Mergers, Project Management, Financial Modeling, Business Strategy, Cross-functional Team..., Competitive Analysis, Financial Analysis, Product Management, Strategic Planning, Valuation, Due Diligence, Finance, Strategy, Marketing Strategy, CRM, Mergers & Acquisitions, Product Development, Leadership, Analysis, Management, Risk Management, Management Consulting, Banking, Corporate Finance, Investment Banking, Equities, Credit Analysis, Cash Management, Treasury Management, Segmentation, Capital Markets, Private Equity, Vendor Management, Start-ups, Pricing, Investments, Business Development
Education
University of Virginia Darden School of Business 2006 — 2008
Master of Business Administration
Cornell University - S.C. Johnson Graduate School of Management
Indiana Institute of Technology
Bachelor of Science
North Central high school
Athos Facchi's Jefferies & Company Experience October 2006 - February 2007
Job System Engineer at The Walt Disney Company
Industry Information Technology and Services
Experience
The Walt Disney Company June 2011 - Present
Warner Bros. Advanced Digital Services September 2010 - May 2011
Sample Digital February 2010 - July 2010
PortBlue Corporation November 2008 - December 2009
LMU May 2008 - September 2008
Time Inc. March 2007 - February 2008
Jefferies & Company October 2006 - February 2007
IXIS Capital Markets November 2005 - August 2006
UBS January 2003 - June 2005
UBS May 2001 - December 2002
Skills
VMware
Education
Columbia University in the City of New York 1993 — 1995
Master in Science, Computer Science
Columbia University in the City of New York 1988 — 1992
Bachelor in Science, Computer Science
The Walt Disney Company June 2011 - Present
Warner Bros. Advanced Digital Services September 2010 - May 2011
Sample Digital February 2010 - July 2010
PortBlue Corporation November 2008 - December 2009
LMU May 2008 - September 2008
Time Inc. March 2007 - February 2008
Jefferies & Company October 2006 - February 2007
IXIS Capital Markets November 2005 - August 2006
UBS January 2003 - June 2005
UBS May 2001 - December 2002
Skills
VMware
Education
Columbia University in the City of New York 1993 — 1995
Master in Science, Computer Science
Columbia University in the City of New York 1988 — 1992
Bachelor in Science, Computer Science
Victor Bang's Jefferies & Company Experience March 2011 - Present
Job at Jefferies LLC
Industry Investment Management
Experience
Jefferies & Company March 2011 - Present
FBR May 2010 - January 2011
Royal Bank of Canada June 2008 - April 2010
Skills
Hedge Funds, Alternative Investments, Finance, Investment Management, Prime Brokerage, Capital Raising, Fund Of Funds, Equities, Asset Managment, Fixed Income
Education
Columbia University - Columbia Business School
MBA, Finance
Jefferies & Company March 2011 - Present
FBR May 2010 - January 2011
Royal Bank of Canada June 2008 - April 2010
Skills
Hedge Funds, Alternative Investments, Finance, Investment Management, Prime Brokerage, Capital Raising, Fund Of Funds, Equities, Asset Managment, Fixed Income
Education
Columbia University - Columbia Business School
MBA, Finance
Perry Jung's Jefferies & Company Experience February 2013 - Present
Job Asian Equity Sales at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company February 2013 - Present
JPMorgan Chase June 2010 - February 2013
Auerbach Grayson February 2006 - June 2010
Skills
Equities
Education
Columbia University in the City of New York 1997 — 2001
Oceanside High School 1993 — 1997
Jefferies & Company February 2013 - Present
JPMorgan Chase June 2010 - February 2013
Auerbach Grayson February 2006 - June 2010
Skills
Equities
Education
Columbia University in the City of New York 1997 — 2001
Oceanside High School 1993 — 1997
Jordan Flowers's Jefferies & Company Experience 2005 - 2007
Job Associate, Financial Restructuring Group
Industry Investment Banking
Experience
Houlihan Lokey July 2012 - Present
LGT Capital Partners 2007 - 2010
Jefferies & Company 2005 - 2007
Skills
Private Equity, Investment Banking, Restructuring, LBO, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Venture Capital, Hedge Funds, Capital Markets, Emerging Markets, Leveraged Finance, Equities, Corporate Development, Alternative Investments, M&A experience, DCF
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Restructuring & Distressed Value Investing
Princeton University 2001 — 2005
BA, Political Philosophy & Economics
Houlihan Lokey July 2012 - Present
LGT Capital Partners 2007 - 2010
Jefferies & Company 2005 - 2007
Skills
Private Equity, Investment Banking, Restructuring, LBO, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Venture Capital, Hedge Funds, Capital Markets, Emerging Markets, Leveraged Finance, Equities, Corporate Development, Alternative Investments, M&A experience, DCF
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Restructuring & Distressed Value Investing
Princeton University 2001 — 2005
BA, Political Philosophy & Economics
John Noonan, CFA's Jefferies & Company Experience 2012 - Present
Job COO, Americas Equities
Industry Investment Banking
Experience
Jefferies & Company 2012 - Present
Jefferies LLC 2010 - 2012
Nomura Securities 2000 - 2009
Nomura Securities 1998 - 2002
Nomura Securities May 1996 - 1998
PwC July 1993 - May 1996
Skills
Equities, Equity Derivatives, Electronic Trading, Risk Management, Business Management, Trading, Market Risk, Hedge Funds, Swaps, Technology Planning, Prime Brokerage, Equity Research, Equity Compensation, Proprietary Trading, Equity Trading, Business Strategy, ETFs, Series 7, Series 63, Funding, Series 24, Derivatives, Trading Systems, Portfolio Management, Securities, Valuation, Financial Risk
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
Master of Business Administration (MBA)
Cornell University 1989 — 1993
Bachelor of Science (BS)
Stuyvesant High School 1985 — 1989
Jefferies & Company 2012 - Present
Jefferies LLC 2010 - 2012
Nomura Securities 2000 - 2009
Nomura Securities 1998 - 2002
Nomura Securities May 1996 - 1998
PwC July 1993 - May 1996
Skills
Equities, Equity Derivatives, Electronic Trading, Risk Management, Business Management, Trading, Market Risk, Hedge Funds, Swaps, Technology Planning, Prime Brokerage, Equity Research, Equity Compensation, Proprietary Trading, Equity Trading, Business Strategy, ETFs, Series 7, Series 63, Funding, Series 24, Derivatives, Trading Systems, Portfolio Management, Securities, Valuation, Financial Risk
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
Master of Business Administration (MBA)
Cornell University 1989 — 1993
Bachelor of Science (BS)
Stuyvesant High School 1985 — 1989
Arnold Cohen's Jefferies & Company Experience August 2008 - September 2009
Job Application Developer
Industry Computer Software
Experience
Jefferies & Company August 2008 - September 2009
Education
Hunter College
Jefferies & Company August 2008 - September 2009
Education
Hunter College
Rob Arrieta's Jefferies & Company Experience August 2010 - June 2012
Job Managing Director at J.P. Morgan Chase
Industry Investment Banking
Experience
J.P. Morgan Chase June 2012 - Present
Jefferies & Company August 2010 - June 2012
J.P. Morgan August 1998 - August 2010
Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, Equities, Banking, Private Equity, LBO, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Business
Georgia Institute of Technology 1992 — 1993
MS, Civil Engineering
Cornell University 1988 — 1992
BS, Civil Engineering
J.P. Morgan Chase June 2012 - Present
Jefferies & Company August 2010 - June 2012
J.P. Morgan August 1998 - August 2010
Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, Equities, Banking, Private Equity, LBO, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Business
Georgia Institute of Technology 1992 — 1993
MS, Civil Engineering
Cornell University 1988 — 1992
BS, Civil Engineering
Rick Bradt's Jefferies & Company Experience November 2004 - April 2008
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2012 - Present
CLSA April 2010 - April 2012
Pali Capital July 2008 - April 2010
Jefferies & Company November 2004 - April 2008
Schwab Soundview Capital Markets January 2000 - November 2004
Schroders 1993 - 2000
Skills
Investments, Securities, Series 63, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Cornell University 1979 — 1983
Bachelor of Arts, American Studies
Phillips Academy, Andover 1976 — 1979
Neuberger Berman April 2012 - Present
CLSA April 2010 - April 2012
Pali Capital July 2008 - April 2010
Jefferies & Company November 2004 - April 2008
Schwab Soundview Capital Markets January 2000 - November 2004
Schroders 1993 - 2000
Skills
Investments, Securities, Series 63, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Cornell University 1979 — 1983
Bachelor of Arts, American Studies
Phillips Academy, Andover 1976 — 1979
Jennifer Kane (Myers)'s Jefferies & Company Experience January 2013 - Present
Job Senior VicePresident at Jefferies & Company
Industry Law Practice
Experience
Jefferies & Company January 2013 - Present
Jefferies & Company January 2010 - Present
Morgan Lewis Bockius October 2001 - February 2010
Skills
Securities Regulation, Securities, Private Equity, Litigation, Mergers & Acquisitions, Corporate Governance, Internal Investigations, Corporate Law
Education
University of Pennsylvania Law School 1998 — 2001
JD
Cornell University 1994 — 1998
BS, International Labor Relations
Jefferies & Company January 2013 - Present
Jefferies & Company January 2010 - Present
Morgan Lewis Bockius October 2001 - February 2010
Skills
Securities Regulation, Securities, Private Equity, Litigation, Mergers & Acquisitions, Corporate Governance, Internal Investigations, Corporate Law
Education
University of Pennsylvania Law School 1998 — 2001
JD
Cornell University 1994 — 1998
BS, International Labor Relations
Teddy Greenspan's Jefferies & Company Experience January 2010 - Present
Job at
Industry Financial Services
Experience
Jefferies LLC April 2011 - Present
Jefferies & Company January 2010 - Present
Knight Capital Group July 2007 - January 2010
UBS 2005 - 2006
Mariner Investment Group 2004 - 2005
Morgan Stanley 2002 - 2004
Lehman Brothers April 1996 - March 2002
Education
Connecticut College 1988 — 1992
BA and BS, Art History, Government
Pikesville HS 1984 — 1988
Jefferies LLC April 2011 - Present
Jefferies & Company January 2010 - Present
Knight Capital Group July 2007 - January 2010
UBS 2005 - 2006
Mariner Investment Group 2004 - 2005
Morgan Stanley 2002 - 2004
Lehman Brothers April 1996 - March 2002
Education
Connecticut College 1988 — 1992
BA and BS, Art History, Government
Pikesville HS 1984 — 1988
Devin Deane's Jefferies & Company Experience July 2009 - Present
Job Associate Sales at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2009 - Present
Education
Colgate University 2003 — 2007
Jefferies & Company July 2009 - Present
Education
Colgate University 2003 — 2007
Rukun Duggal's Jefferies & Company Experience June 2010 - June 2011
Job Event Driven / Special Situations
Industry Banking
Experience
Citi June 2011 - Present
Jefferies & Company June 2010 - June 2011
Morgan Stanley 2007 - 2009
Skills
Equities, Hedge Funds, Special Situations, Event Driven
Education
Columbia University - Columbia Business School 2003 — 2005
TASOK
Citi June 2011 - Present
Jefferies & Company June 2010 - June 2011
Morgan Stanley 2007 - 2009
Skills
Equities, Hedge Funds, Special Situations, Event Driven
Education
Columbia University - Columbia Business School 2003 — 2005
TASOK
Jenny Yam's Jefferies & Company Experience June 2006 - August 2006
Job Examiner at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York October 2011 - Present
Federal Reserve Bank of New York April 2009 - October 2011
UBS Investment Bank 2007 - April 2009
Jefferies & Company June 2006 - August 2006
Columbia Investment Management LLC June 2005 - August 2005
Skills
Analysis, Economics, Valuation, Banking, Due Diligence, Equities, Loans, Asset Management, Portfolio Management, Credit, Investment Banking, Finance, Mergers & Acquisitions, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Management
Columbia University in the City of New York
BA, Economics
Federal Reserve Bank of New York October 2011 - Present
Federal Reserve Bank of New York April 2009 - October 2011
UBS Investment Bank 2007 - April 2009
Jefferies & Company June 2006 - August 2006
Columbia Investment Management LLC June 2005 - August 2005
Skills
Analysis, Economics, Valuation, Banking, Due Diligence, Equities, Loans, Asset Management, Portfolio Management, Credit, Investment Banking, Finance, Mergers & Acquisitions, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Management
Columbia University in the City of New York
BA, Economics
Tommy Nguyen's Jefferies & Company Experience August 2009 - January 2013
Job Senior Analyst
Industry Investment Management
Experience
Sofinnova Ventures May 2014 - Present
Jennison Associates January 2013 - July 2013
Jefferies & Company August 2009 - January 2013
Piper Jaffray May 2009 - August 2009
Investment Bank 2008 - March 2009
Columbia Medical Center July 2006 - July 2008
New York Presbyterian 2004 - 2006
Memorial Sloan-Kettering Cancer Center 1997 - 2002
Skills
Biotechnology, Oncology, Lifesciences, Equity Research, Pharmaceutical Industry, Valuation, Healthcare, Financial Modeling, Venture Capital, Drug Development, Clinical Research, Molecular Biology, Clinical Trials, Equities, Research, Medicine, Medical Devices, Due Diligence, Science, Investment Banking, Hospitals, Corporate Development, Equity Valuation, Hedge Funds, Emerging Markets, Cardiology, Investor Relations, IPO, Mergers & Acquisitions, Life Sciences, Private Equity
Education
Cornell University 1995 — 2004
MD-PhD, molecular biology
Harvard University 1991 — 1995
B.S., chemistry
Sofinnova Ventures May 2014 - Present
Jennison Associates January 2013 - July 2013
Jefferies & Company August 2009 - January 2013
Piper Jaffray May 2009 - August 2009
Investment Bank 2008 - March 2009
Columbia Medical Center July 2006 - July 2008
New York Presbyterian 2004 - 2006
Memorial Sloan-Kettering Cancer Center 1997 - 2002
Skills
Biotechnology, Oncology, Lifesciences, Equity Research, Pharmaceutical Industry, Valuation, Healthcare, Financial Modeling, Venture Capital, Drug Development, Clinical Research, Molecular Biology, Clinical Trials, Equities, Research, Medicine, Medical Devices, Due Diligence, Science, Investment Banking, Hospitals, Corporate Development, Equity Valuation, Hedge Funds, Emerging Markets, Cardiology, Investor Relations, IPO, Mergers & Acquisitions, Life Sciences, Private Equity
Education
Cornell University 1995 — 2004
MD-PhD, molecular biology
Harvard University 1991 — 1995
B.S., chemistry
Randi Vallone's Jefferies & Company Experience July 2007 - June 2008
Job Contracts Manager at Gehrlicher Solar
Industry Renewables & Environment
Experience
Gehrlicher Solar - A Company of the M+W Group March 2013 - Present
Knowledgent Group November 2010 - January 2013
Wyndham Worldwide April 2010 - October 2010
Rodman & Renshaw July 2008 - February 2010
Jefferies & Company July 2007 - June 2008
Fragomen, Del Rey, Bernsen and Loewy, LLP April 2006 - June 2007
NYC Mayor's Office of Management and Budget September 2004 - March 2006
Skills
Contract Negotiation, Contract Management, Project Management, Management, Litigation, Policy, Human Resources, Corporate Finance, Business Analysis, Vendor Management, Management Consulting, Strategic Planning, Program Management, Financial Services, Recruiting, Operations Coordination, Operations Management, Legal, Onboarding, Employment-based..., Resource Management, Accounts Receivable, Budgets, Due Diligence, Mergers, Analysis, Auditing, Business Process..., Business Strategy, CRM, Change Management, Corporate Law, Cross-functional Team..., Leadership, Legal Writing, Mergers, Negotiation, Process Improvement, Procurement, Risk Management, Start-ups, Strategy, Team Leadership, Executive Management, Sourcing
Education
City University of New York-John Jay College of Criminal Justice 2002 — 2004
MPA, Public Policy / Public Management
Monmouth University 1999 — 2002
BA, Political Science, Spanish
Gehrlicher Solar - A Company of the M+W Group March 2013 - Present
Knowledgent Group November 2010 - January 2013
Wyndham Worldwide April 2010 - October 2010
Rodman & Renshaw July 2008 - February 2010
Jefferies & Company July 2007 - June 2008
Fragomen, Del Rey, Bernsen and Loewy, LLP April 2006 - June 2007
NYC Mayor's Office of Management and Budget September 2004 - March 2006
Skills
Contract Negotiation, Contract Management, Project Management, Management, Litigation, Policy, Human Resources, Corporate Finance, Business Analysis, Vendor Management, Management Consulting, Strategic Planning, Program Management, Financial Services, Recruiting, Operations Coordination, Operations Management, Legal, Onboarding, Employment-based..., Resource Management, Accounts Receivable, Budgets, Due Diligence, Mergers, Analysis, Auditing, Business Process..., Business Strategy, CRM, Change Management, Corporate Law, Cross-functional Team..., Leadership, Legal Writing, Mergers, Negotiation, Process Improvement, Procurement, Risk Management, Start-ups, Strategy, Team Leadership, Executive Management, Sourcing
Education
City University of New York-John Jay College of Criminal Justice 2002 — 2004
MPA, Public Policy / Public Management
Monmouth University 1999 — 2002
BA, Political Science, Spanish
Noel Vega's Jefferies & Company Experience July 2011 - December 2011
Job Technical Program Manager at Salesforce Marketing Cloud (Buddy Media)
Industry Information Technology and Services
Experience
Salesforce Marketing Cloud April 2014 - Present
Salesforce Marketing Cloud December 2011 - April 2014
Jefferies & Company July 2011 - December 2011
WHI Solutions September 2009 - June 2011
TOMOS Software November 2007 - September 2009
RTTS November 2004 - September 2009
Access Insurance Company March 2009 - April 2009
Millennium Pharmaceuticals January 2009 - January 2009
Pfizer September 2008 - November 2008
1-800 Flowers.com July 2008 - September 2008
Skills
Databases, Java, JavaScript, MySQL, Oracle, Perl, Project Management, Quality Assurance, Quality Center, SDLC, Test Automation, Testing, Web Services
Education
Columbia Engineering 1999 — 2003
Bachelor of Science (B.S.), Computer Science
Columbia University - Fu Foundation School of Engineering and Applied Science 1999 — 2003
Bachelor of Science, Computer Science
Salesforce Marketing Cloud April 2014 - Present
Salesforce Marketing Cloud December 2011 - April 2014
Jefferies & Company July 2011 - December 2011
WHI Solutions September 2009 - June 2011
TOMOS Software November 2007 - September 2009
RTTS November 2004 - September 2009
Access Insurance Company March 2009 - April 2009
Millennium Pharmaceuticals January 2009 - January 2009
Pfizer September 2008 - November 2008
1-800 Flowers.com July 2008 - September 2008
Skills
Databases, Java, JavaScript, MySQL, Oracle, Perl, Project Management, Quality Assurance, Quality Center, SDLC, Test Automation, Testing, Web Services
Education
Columbia Engineering 1999 — 2003
Bachelor of Science (B.S.), Computer Science
Columbia University - Fu Foundation School of Engineering and Applied Science 1999 — 2003
Bachelor of Science, Computer Science
Rory Keenan's Jefferies & Company Experience 2009 - Present
Job SVP at Jefferies & Company
Industry Banking
Experience
Jefferies & Company 2009 - Present
UBS Investment Bank 2006 - 2008
Peter J. Solomon Company 2001 - 2005
Prudential Securities 1996 - 2001
Skills
Valuation, Investment Banking, Equities, Financial Modeling, Restructuring, Corporate Finance, Fixed Income, Alternative Investments, LBO, Private Equity, Securities, Hedge Funds, Leveraged Finance, Private Placements, Capital Markets, Due Diligence
Education
College of the Holy Cross 1988 — 1992
Jefferies & Company 2009 - Present
UBS Investment Bank 2006 - 2008
Peter J. Solomon Company 2001 - 2005
Prudential Securities 1996 - 2001
Skills
Valuation, Investment Banking, Equities, Financial Modeling, Restructuring, Corporate Finance, Fixed Income, Alternative Investments, LBO, Private Equity, Securities, Hedge Funds, Leveraged Finance, Private Placements, Capital Markets, Due Diligence
Education
College of the Holy Cross 1988 — 1992
Judy Hedin, CFA's Jefferies & Company Experience 1996 - 1998
Job
Industry Real Estate
Experience
Brava Realty Advisors 2011 - Present
Undertow Enterprises LLC (dba Moki's Sushi & Pacific Grill) July 1998 - September 2008
Jefferies & Company 1996 - 1998
Rodman & Renshaw 1993 - 1996
Green Street Advisors 1991 - 1991
Skills
Real Estate, Investment Properties, Commercial Real Estate, Valuation, Appraisals, Consulting, Investments, Due Diligence, Real Estate Transactions
Education
CCIM Institute 2010 — 2011
University of Oregon - Charles H. Lundquist College of Business 1979 — 1981
Bachelor of Science (B.S.)
Point Loma Nazarene University 1977 — 1979
CFA Institute
CFA Designation
College for Financial Planning
Certifed Financial Planner (CFP)
Episcopal School for Deacons, Berkeley, CA
Bachelor of Arts (B.A.)
Brava Realty Advisors 2011 - Present
Undertow Enterprises LLC (dba Moki's Sushi & Pacific Grill) July 1998 - September 2008
Jefferies & Company 1996 - 1998
Rodman & Renshaw 1993 - 1996
Green Street Advisors 1991 - 1991
Skills
Real Estate, Investment Properties, Commercial Real Estate, Valuation, Appraisals, Consulting, Investments, Due Diligence, Real Estate Transactions
Education
CCIM Institute 2010 — 2011
University of Oregon - Charles H. Lundquist College of Business 1979 — 1981
Bachelor of Science (B.S.)
Point Loma Nazarene University 1977 — 1979
CFA Institute
CFA Designation
College for Financial Planning
Certifed Financial Planner (CFP)
Episcopal School for Deacons, Berkeley, CA
Bachelor of Arts (B.A.)
Traci Creange's Jefferies & Company Experience May 2008 - Present
Job Senior Vice President Credit Trading at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2008 - Present
Bear Stearns 2002 - 2007
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
mba, finance
Columbia University in the City of New York
BA, Psychology
Jefferies & Company May 2008 - Present
Bear Stearns 2002 - 2007
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
mba, finance
Columbia University in the City of New York
BA, Psychology
Gregg Cohen's Jefferies & Company Experience June 2008 - June 2012
Job Managing Partner, Head of US at Aviate Global
Industry Investment Banking
Experience
Aviate Global June 2012 - Present
Jefferies & Company June 2008 - June 2012
Bear Stearns July 2004 - April 2008
HSBC 1998 - 2004
Skills
Equities, Hedge Funds, Capital Markets, Financial Markets, Investment Banking, Fixed Income, Emerging Markets, Asset Management, Investments, Securities, Series 7, Private Equity, Trading, Electronic Trading, Equity Trading, Bloomberg, Valuation, Derivatives, Alternative Investments, Series 63
Education
Colgate University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Aviate Global June 2012 - Present
Jefferies & Company June 2008 - June 2012
Bear Stearns July 2004 - April 2008
HSBC 1998 - 2004
Skills
Equities, Hedge Funds, Capital Markets, Financial Markets, Investment Banking, Fixed Income, Emerging Markets, Asset Management, Investments, Securities, Series 7, Private Equity, Trading, Electronic Trading, Equity Trading, Bloomberg, Valuation, Derivatives, Alternative Investments, Series 63
Education
Colgate University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Laura Czarnecki's Jefferies & Company Experience October 1996 - March 1998
Job Operations, Sales, Training, Leadership, Management
Industry Automotive
Experience
Elio Motors October 2008 - December 2014
The Joe Verde Group August 2005 - September 2008
FactSet Research Systems January 1998 - August 2005
Jefferies & Company October 1996 - March 1998
Brown Brothers Harriman September 1994 - October 1996
Skills
Negotiation, Strategic Planning, New Business Development, Sales Management, Team Building, Account Management, Customer Retention, Project Management, Marketing, Sales, Automotive, Business Development, Marketing Strategy, Leadership, Product Development, Public Relations, Marketing Communications, Social Media Marketing, Business Strategy, Customer Satisfaction, Public Speaking, Salesforce.com, Strategic Partnerships, Relationship Marketing, CRM, Training, Integrated Marketing, Strategy, Lead Generation, Competitive Analysis, Proposal Writing, Social Media, Coaching, Sales Process, Start-ups, Customer Service, Operations Management, Management, Event Management, Team Leadership, Event Planning, Process Improvement, Creative Problem Solving, Customer Acquisition, Sales Presentations, Change Management, Cross-functional Team..., B2B, Leadership Development, Employee Training
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), International Business
Thunderbird School of Global Management 2013 — 2015
Master of Science (MS), Global Management
The University of Oklahoma 2011 — 2013
Master of Arts (MA), Administrative Leadership, 4.0
College of the Holy Cross 1991 — 1994
Bachelors of Arts & Sciences, Political Science
New Canaan HS 1986 — 1990
Elio Motors October 2008 - December 2014
The Joe Verde Group August 2005 - September 2008
FactSet Research Systems January 1998 - August 2005
Jefferies & Company October 1996 - March 1998
Brown Brothers Harriman September 1994 - October 1996
Skills
Negotiation, Strategic Planning, New Business Development, Sales Management, Team Building, Account Management, Customer Retention, Project Management, Marketing, Sales, Automotive, Business Development, Marketing Strategy, Leadership, Product Development, Public Relations, Marketing Communications, Social Media Marketing, Business Strategy, Customer Satisfaction, Public Speaking, Salesforce.com, Strategic Partnerships, Relationship Marketing, CRM, Training, Integrated Marketing, Strategy, Lead Generation, Competitive Analysis, Proposal Writing, Social Media, Coaching, Sales Process, Start-ups, Customer Service, Operations Management, Management, Event Management, Team Leadership, Event Planning, Process Improvement, Creative Problem Solving, Customer Acquisition, Sales Presentations, Change Management, Cross-functional Team..., B2B, Leadership Development, Employee Training
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), International Business
Thunderbird School of Global Management 2013 — 2015
Master of Science (MS), Global Management
The University of Oklahoma 2011 — 2013
Master of Arts (MA), Administrative Leadership, 4.0
College of the Holy Cross 1991 — 1994
Bachelors of Arts & Sciences, Political Science
New Canaan HS 1986 — 1990
Stan Stratton's Jefferies & Company Experience April 1996 - April 2001
Job Managing Director
Industry Investment Banking
Experience
SJS Consulting November 2007 - Present
University of Phoenix February 2012 - Present
Janco Partners May 2013 - April 2014
John Davenport Associates January 2010 - May 2013
Rabobank April 2006 - November 2007
Merrill Lynch Investment Managers August 2005 - April 2006
Derivative Products Corporation November 2003 - August 2005
BANK OF AMERICA SECURITIES – April 2001 - November 2003
Jefferies & Company April 1996 - April 2001
Skills
Corporate Finance, Structured Finance, Structuring, Investment Banking, Restructuring, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Debt, Private Equity, Alternative Investments, Project Finance, Trading, Credit, Structured Products, Banking, Origination, Risk Management, Venture Capital, Portfolio Management, Hedge Funds, Asset Management, Financial Analysis, Due Diligence, Bonds, Credit Analysis, Investments, Securitization, Business Strategy, Swaps, Financial Markets, Securities, Management Consulting, Strategy Development, Asset Managment, Financial Structuring, Financial Services, Strategy, Finance, Equities, Start-ups, Leveraged Finance, Funding, Loan Origination, CDO, Valuation, Mergers & Acquisitions, Management, Business Development
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
San Diego State University-California State University 1986 — 1988
BS, Finance
SJS Consulting November 2007 - Present
University of Phoenix February 2012 - Present
Janco Partners May 2013 - April 2014
John Davenport Associates January 2010 - May 2013
Rabobank April 2006 - November 2007
Merrill Lynch Investment Managers August 2005 - April 2006
Derivative Products Corporation November 2003 - August 2005
BANK OF AMERICA SECURITIES – April 2001 - November 2003
Jefferies & Company April 1996 - April 2001
Skills
Corporate Finance, Structured Finance, Structuring, Investment Banking, Restructuring, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Debt, Private Equity, Alternative Investments, Project Finance, Trading, Credit, Structured Products, Banking, Origination, Risk Management, Venture Capital, Portfolio Management, Hedge Funds, Asset Management, Financial Analysis, Due Diligence, Bonds, Credit Analysis, Investments, Securitization, Business Strategy, Swaps, Financial Markets, Securities, Management Consulting, Strategy Development, Asset Managment, Financial Structuring, Financial Services, Strategy, Finance, Equities, Start-ups, Leveraged Finance, Funding, Loan Origination, CDO, Valuation, Mergers & Acquisitions, Management, Business Development
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
San Diego State University-California State University 1986 — 1988
BS, Finance
Alex Lehmann's Jefferies & Company Experience July 2007 - October 2010
Job Head of Americas, Primary Markets at London Stock Exchange Group
Industry Banking
Experience
London Stock Exchange Group July 2013 - Present
Deutsche Bank October 2010 - May 2012
Jefferies & Company July 2007 - October 2010
Thomas Weisel Partners July 2006 - July 2007
Merrill Lynch May 1998 - June 2006
UBS July 1996 - May 1998
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Corporate Finance, Private Equity, Hedge Funds, Bloomberg, Fixed Income, LBO, Equity Research, IPO
Education
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), History, Geography, and French
Collegiate School 1980 — 1992
London Stock Exchange Group July 2013 - Present
Deutsche Bank October 2010 - May 2012
Jefferies & Company July 2007 - October 2010
Thomas Weisel Partners July 2006 - July 2007
Merrill Lynch May 1998 - June 2006
UBS July 1996 - May 1998
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Corporate Finance, Private Equity, Hedge Funds, Bloomberg, Fixed Income, LBO, Equity Research, IPO
Education
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), History, Geography, and French
Collegiate School 1980 — 1992
Oswald Espinoza's Jefferies & Company Experience 2010 - 2011
Job Structured Credit Professional
Industry Financial Services
Experience
Credit Suisse 2014 - Present
GreensLedge Capital Markets 2013 - 2014
Moody's Corporation 2011 - 2013
Jefferies & Company 2010 - 2011
D. E. Shaw & Co. 2008 - 2010
Moody's 2007 - 2008
Mercer 2006 - 2007
Education
Columbia University in the City of New York
MS, Applied Mathematics
Swarthmore College
BA, Economics, Mathematics & Statistics
Credit Suisse 2014 - Present
GreensLedge Capital Markets 2013 - 2014
Moody's Corporation 2011 - 2013
Jefferies & Company 2010 - 2011
D. E. Shaw & Co. 2008 - 2010
Moody's 2007 - 2008
Mercer 2006 - 2007
Education
Columbia University in the City of New York
MS, Applied Mathematics
Swarthmore College
BA, Economics, Mathematics & Statistics
Eric Farber's Jefferies & Company Experience June 1998 - Present
Job Convertible Securities Trader
Industry Investment Banking
Experience
Jefferies & Company June 1998 - Present
Education
Colgate University 1994 — 1998
Jefferies & Company June 1998 - Present
Education
Colgate University 1994 — 1998
Kevin Blaney's Jefferies & Company Experience
Job Jefferies & Company
Industry Banking
Experience
Jefferies & Company
Skills
Trading, Hedge Funds, Capital Markets, Options, Equities, Structured Products, ABS
Education
College of the Holy Cross
Jefferies & Company
Skills
Trading, Hedge Funds, Capital Markets, Options, Equities, Structured Products, ABS
Education
College of the Holy Cross
Jeffrey Lipton's Jefferies & Company Experience September 2003 - May 2011
Job Managing Director MUFG, Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ June 2014 - Present
Canaccord Genuity Inc. 2011 - April 2012
Jefferies & Company September 2003 - May 2011
Morgan Stanley 2000 - 2003
Skills
Private Equity, Energy, Alternative Energy, Clean Technology, Investment Banking, Corporate Development, Renewable Energy, Cleantech, Venture Capital, Start-ups, Private Placements, Investor Relations, Valuation, Emerging Markets, LBO, Mergers & Acquisitions, Due Diligence, M&A experience, Corporate Finance
Education
Columbia Business School 1994 — 1995
MBA, Finance
Columbia Law School 1991 — 1995
JD
University of Pennsylvania 1984 — 1988
B.S and B.A., Economics and Environmental Studies
Bank of Tokyo-Mitsubishi UFJ June 2014 - Present
Canaccord Genuity Inc. 2011 - April 2012
Jefferies & Company September 2003 - May 2011
Morgan Stanley 2000 - 2003
Skills
Private Equity, Energy, Alternative Energy, Clean Technology, Investment Banking, Corporate Development, Renewable Energy, Cleantech, Venture Capital, Start-ups, Private Placements, Investor Relations, Valuation, Emerging Markets, LBO, Mergers & Acquisitions, Due Diligence, M&A experience, Corporate Finance
Education
Columbia Business School 1994 — 1995
MBA, Finance
Columbia Law School 1991 — 1995
JD
University of Pennsylvania 1984 — 1988
B.S and B.A., Economics and Environmental Studies
William Ogden's Jefferies & Company Experience June 2011 - August 2011
Job Vice President at Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC March 2014 - Present
Jefferies LLC August 2012 - March 2014
Jefferies & Company June 2011 - August 2011
XR Trading July 2007 - April 2010
Bank of America June 2006 - July 2007
Skills
Financial Modeling, Capital Markets, Bloomberg, Equities, Valuation, Investment Banking, Corporate Finance, Derivatives, Financial Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), History, Economics
Fundation Group LLC March 2014 - Present
Jefferies LLC August 2012 - March 2014
Jefferies & Company June 2011 - August 2011
XR Trading July 2007 - April 2010
Bank of America June 2006 - July 2007
Skills
Financial Modeling, Capital Markets, Bloomberg, Equities, Valuation, Investment Banking, Corporate Finance, Derivatives, Financial Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), History, Economics
Judah Plotner's Jefferies & Company Experience 1990 - 2001
Job Managing Director, Global Head of Business Development at Silk Invest
Industry Financial Services
Experience
Silk Invest June 2013 - Present
Jefferies 2006 - December 2012
Jefferies International Ltd 2001 - 2006
Jefferies & Company 1990 - 2001
Cresvale International 1989 - 1990
Donaldson, Lufkin & Jenrette 1987 - 1989
Skills
Fixed Income, Valuation, Prime Brokerage, Financial Markets, Investment Banking, Equities, Trading, Hedge Funds, Securities, Investments, Private Equity, Capital Markets, Derivatives, Asset Management, Equity Trading, Financial Risk, Securitization, Financial Services, Alternative Investments, Equity Research
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance/International
University of Rochester 1976 — 1980
BA, European History
The Hebrew University
The Hebrew University
Silk Invest June 2013 - Present
Jefferies 2006 - December 2012
Jefferies International Ltd 2001 - 2006
Jefferies & Company 1990 - 2001
Cresvale International 1989 - 1990
Donaldson, Lufkin & Jenrette 1987 - 1989
Skills
Fixed Income, Valuation, Prime Brokerage, Financial Markets, Investment Banking, Equities, Trading, Hedge Funds, Securities, Investments, Private Equity, Capital Markets, Derivatives, Asset Management, Equity Trading, Financial Risk, Securitization, Financial Services, Alternative Investments, Equity Research
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance/International
University of Rochester 1976 — 1980
BA, European History
The Hebrew University
The Hebrew University
Jane Kaufmann Sanker's Jefferies & Company Experience October 1995 - June 2005
Job Finance Professional
Industry Financial Services
Experience
Jefferies & Company October 1995 - June 2005
Universal Studios Hollywood November 1989 - September 1995
The Walt Disney Company May 1987 - October 1989
Skills
Equities, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Investment Banking, Fixed Income, Investments, Capital Markets, Due Diligence, Corporate Finance, Private Equity, Securities, Asset Managment, Financial Structuring, Accounting, Analysis, Financial Reporting, Finance, Management, Asset Management
Education
Claremont McKenna College 1982 — 1986
B.A., Economics
Jefferies & Company October 1995 - June 2005
Universal Studios Hollywood November 1989 - September 1995
The Walt Disney Company May 1987 - October 1989
Skills
Equities, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Investment Banking, Fixed Income, Investments, Capital Markets, Due Diligence, Corporate Finance, Private Equity, Securities, Asset Managment, Financial Structuring, Accounting, Analysis, Financial Reporting, Finance, Management, Asset Management
Education
Claremont McKenna College 1982 — 1986
B.A., Economics
Jack Lucid's Jefferies & Company Experience August 2006 - December 2008
Job President at Disston Precision
Industry Wholesale
Experience
Disston Precision January 2014 - Present
Berenson & Company February 2011 - February 2012
Jefferies & Company August 2006 - December 2008
Merrill Lycnh 1998 - 2004
JPMorgan Chase 1987 - 1996
JPMorgan Chase 1987 - 1996
Education
Colgate University 1983 — 1987
AB, Histroy and East Asian Studies - Japan
Disston Precision January 2014 - Present
Berenson & Company February 2011 - February 2012
Jefferies & Company August 2006 - December 2008
Merrill Lycnh 1998 - 2004
JPMorgan Chase 1987 - 1996
JPMorgan Chase 1987 - 1996
Education
Colgate University 1983 — 1987
AB, Histroy and East Asian Studies - Japan
Marc Strauss's Jefferies & Company Experience 2004 - 2009
Job Director at LStar Capital
Industry Investment Banking
Experience
LStar Capital March 2014 - Present
Rothschild April 2009 - December 2013
Jefferies & Company 2004 - 2009
Shearman & Sterling LLP August 2000 - August 2002
Skills
Mergers & Acquisitions, Investment Banking, Debt Restructuring, Valuation, Equity Capital Markets, Financial Modeling, Debt & Equity Financing, Distressed M&A, Distressed Debt, Convertible Securities, Due Diligence, Venture Capital, Asset Management
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA)
University of Virginia School of Law 1997 — 2000
JD
University of Rochester
Bachelor of Arts (B.A.)
LStar Capital March 2014 - Present
Rothschild April 2009 - December 2013
Jefferies & Company 2004 - 2009
Shearman & Sterling LLP August 2000 - August 2002
Skills
Mergers & Acquisitions, Investment Banking, Debt Restructuring, Valuation, Equity Capital Markets, Financial Modeling, Debt & Equity Financing, Distressed M&A, Distressed Debt, Convertible Securities, Due Diligence, Venture Capital, Asset Management
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA)
University of Virginia School of Law 1997 — 2000
JD
University of Rochester
Bachelor of Arts (B.A.)
Greg Rolfes's Jefferies & Company Experience July 2009 - September 2010
Job MBA Candidate at University of Pennsylvania The Wharton School
Industry Venture Capital & Private Equity
Experience
Friedman Fleischer & Lowe August 2013 - July 2015
San Francisco 49ers September 2012 - June 2013
Bain & Company September 2010 - June 2013
Jefferies & Company July 2009 - September 2010
Goldman Sachs June 2008 - August 2008
Bahl & Gaynor Investment Counsel December 2007 - March 2008
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2005 — 2009
BA, Economics
Friedman Fleischer & Lowe August 2013 - July 2015
San Francisco 49ers September 2012 - June 2013
Bain & Company September 2010 - June 2013
Jefferies & Company July 2009 - September 2010
Goldman Sachs June 2008 - August 2008
Bahl & Gaynor Investment Counsel December 2007 - March 2008
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2005 — 2009
BA, Economics
Tatyana Donova's Jefferies & Company Experience August 2012 - February 2014
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch March 2014 - Present
Jefferies & Company August 2012 - February 2014
Columbia Business School August 2010 - May 2012
Citi June 2011 - August 2011
Newedge Group January 2009 - August 2010
Goldman Sachs August 2006 - January 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Emerging Markets, Mergers, Finance, LBO
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Vassar College 2002 — 2006
BA, Economics, Russian Studies, Mathematics
First English Language School
High School
Bank of America Merrill Lynch March 2014 - Present
Jefferies & Company August 2012 - February 2014
Columbia Business School August 2010 - May 2012
Citi June 2011 - August 2011
Newedge Group January 2009 - August 2010
Goldman Sachs August 2006 - January 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Emerging Markets, Mergers, Finance, LBO
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Vassar College 2002 — 2006
BA, Economics, Russian Studies, Mathematics
First English Language School
High School
Charlie Cortellesi's Jefferies & Company Experience January 2006 - June 2011
Job Senior Managing Director at Cantor Fitzgerald
Industry Banking
Experience
Cantor Fitzgerald January 2012 - Present
Jefferies & Company January 2006 - June 2011
abn 1995 - 2004
Skills
Emerging Markets, Hedge Funds, High Yield, Fixed Income, Capital Markets
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, FINANCE
University of Pennsylvania 1983 — 1987
ba
Cantor Fitzgerald January 2012 - Present
Jefferies & Company January 2006 - June 2011
abn 1995 - 2004
Skills
Emerging Markets, Hedge Funds, High Yield, Fixed Income, Capital Markets
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, FINANCE
University of Pennsylvania 1983 — 1987
ba
Joshua Gittler's Jefferies & Company Experience 2010 - Present
Job Investment Banking Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2010 - Present
TD Securities 2009 - 2010
JP Morgan 2008 - 2008
Morgan Stanley 2004 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, LBO, Corporate Finance, Equity Research, Bloomberg, Equities, DCF, Private Equity, Financial Analysis, Due Diligence, Real Estate Transactions, Leveraged Finance, M&A experience, High Yield Bonds, Financial Structuring, Emerging Markets, Equity Valuation
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Investment Banking Immersion
Penn State University 1999 — 2004
BS, Finance and International Business
Jefferies & Company 2010 - Present
TD Securities 2009 - 2010
JP Morgan 2008 - 2008
Morgan Stanley 2004 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, LBO, Corporate Finance, Equity Research, Bloomberg, Equities, DCF, Private Equity, Financial Analysis, Due Diligence, Real Estate Transactions, Leveraged Finance, M&A experience, High Yield Bonds, Financial Structuring, Emerging Markets, Equity Valuation
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Investment Banking Immersion
Penn State University 1999 — 2004
BS, Finance and International Business
Dan Dolev's Jefferies & Company Experience February 2013 - Present
Job Senior Vice President, Jefferies
Industry Financial Services
Experience
Jefferies & Company February 2013 - Present
Morgan Stanley July 2011 - January 2013
Sanford C. Bernstein March 2008 - July 2011
Bank of America January 2007 - February 2008
Merrill Lynch June 2001 - January 2005
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance, General
Columbia University in the City of New York 1998 — 2001
BA, Economics
Jefferies & Company February 2013 - Present
Morgan Stanley July 2011 - January 2013
Sanford C. Bernstein March 2008 - July 2011
Bank of America January 2007 - February 2008
Merrill Lynch June 2001 - January 2005
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance, General
Columbia University in the City of New York 1998 — 2001
BA, Economics
Douglas Gregory Herschell's Jefferies & Company Experience 2003 - 2005
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2006 - Present
Jefferies & Company 2003 - 2005
Guggenheim Partners 2001 - 2003
Skills
Retirement Planning, Insurance Planning, Series 66, Series 7, IRA's, Wealth Management, Annuities, Estate Planning, 401k, Fixed Annuities, Uniform Combined State...
Education
Dartmouth College 1964 — 1968
AB, Economics, Art History
AXA Advisors June 2006 - Present
Jefferies & Company 2003 - 2005
Guggenheim Partners 2001 - 2003
Skills
Retirement Planning, Insurance Planning, Series 66, Series 7, IRA's, Wealth Management, Annuities, Estate Planning, 401k, Fixed Annuities, Uniform Combined State...
Education
Dartmouth College 1964 — 1968
AB, Economics, Art History
Danny Danesh's Jefferies & Company Experience July 2006 - May 2008
Job The Danesh Group
Industry Real Estate
Experience
The Danesh Group January 2008 - Present
Madison Parker Capital 2009 - Present
Warrior Footwear LLC April 2008 - December 2011
Colliers International August 2008 - December 2008
Jefferies & Company July 2006 - May 2008
Skills
Valuation, Business Development, Social Media, Market Research, Microsoft Excel, Start-ups, Marketing Strategy, Business Strategy, Strategy, Entrepreneurship, Commercial Real Estate
Education
Columbia University in the City of New York 2014 — 2015
Master's degree, Real Estate Development
Northeastern University 2004 — 2009
B.S., Economics
The Danesh Group January 2008 - Present
Madison Parker Capital 2009 - Present
Warrior Footwear LLC April 2008 - December 2011
Colliers International August 2008 - December 2008
Jefferies & Company July 2006 - May 2008
Skills
Valuation, Business Development, Social Media, Market Research, Microsoft Excel, Start-ups, Marketing Strategy, Business Strategy, Strategy, Entrepreneurship, Commercial Real Estate
Education
Columbia University in the City of New York 2014 — 2015
Master's degree, Real Estate Development
Northeastern University 2004 — 2009
B.S., Economics
Kartheek Mulpuri's Jefferies & Company Experience July 2010 - June 2012
Job Director of Business Operations & Strategy at MediaMath
Industry Internet
Experience
MediaMath January 2014 - Present
Safeguard Scientifics July 2012 - December 2013
Jefferies & Company July 2010 - June 2012
Booz Allen Hamilton June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Venture Capital, Corporate Finance, Mergers & Acquisitions, Due Diligence, Corporate Development, Capital Markets, Financial Analysis, Investments, Bloomberg, Equities, Equity Research, Hedge Funds, M&A experience, Alternative Investments, Business Valuation, LBO, Fixed Income, Data Analysis, IPO
Education
Stanford University 2009 — 2010
MS, Management Science & Engineering
Cornell University 2006 — 2009
BS, Operations Research & Information Engineering
MediaMath January 2014 - Present
Safeguard Scientifics July 2012 - December 2013
Jefferies & Company July 2010 - June 2012
Booz Allen Hamilton June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Venture Capital, Corporate Finance, Mergers & Acquisitions, Due Diligence, Corporate Development, Capital Markets, Financial Analysis, Investments, Bloomberg, Equities, Equity Research, Hedge Funds, M&A experience, Alternative Investments, Business Valuation, LBO, Fixed Income, Data Analysis, IPO
Education
Stanford University 2009 — 2010
MS, Management Science & Engineering
Cornell University 2006 — 2009
BS, Operations Research & Information Engineering
Nicholas Clark's Jefferies & Company Experience June 2010 - March 2012
Job Director at Wall Colmonoy Corporation (USA)
Industry Mining & Metals
Experience
Wall Colmonoy Corporation (USA) October 2014 - Present
Wall Colmonoy Ltd (UK) October 2013 - October 2014
Wall Colmonoy Ltd (UK) June 2013 - September 2013
Wall Colmonoy October 2012 - May 2013
Wall Colmonoy March 2012 - October 2012
Jefferies & Company June 2010 - March 2012
Kiva.org 2008 - 2008
United States Marine Corps January 2004 - December 2007
Skills
Strategy, Private Equity, Corporate Finance, Financial Modeling, Defense, Process Improvement, Aerospace, Business Strategy, Customer Support, Due Diligence, Management, Valuation, Mergers & Acquisitions, Financial Analysis, Venture Capital, Management Consulting, Business Development, Strategic Planning
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance and Management
University of Michigan 1999 — 2003
BSE, Industrial & Operations Engineering
Wall Colmonoy Corporation (USA) October 2014 - Present
Wall Colmonoy Ltd (UK) October 2013 - October 2014
Wall Colmonoy Ltd (UK) June 2013 - September 2013
Wall Colmonoy October 2012 - May 2013
Wall Colmonoy March 2012 - October 2012
Jefferies & Company June 2010 - March 2012
Kiva.org 2008 - 2008
United States Marine Corps January 2004 - December 2007
Skills
Strategy, Private Equity, Corporate Finance, Financial Modeling, Defense, Process Improvement, Aerospace, Business Strategy, Customer Support, Due Diligence, Management, Valuation, Mergers & Acquisitions, Financial Analysis, Venture Capital, Management Consulting, Business Development, Strategic Planning
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance and Management
University of Michigan 1999 — 2003
BSE, Industrial & Operations Engineering
Kimberly Lucia's Jefferies & Company Experience December 1997 - April 2000
Job Attorney at Boutin Jones Inc.
Industry Law Practice
Experience
Boutin Jones Inc. September 2009 - Present
United States Attorney's Office June 2007 - August 2007
RBC Capital Markets December 2001 - April 2006
JPMorgan Chase April 2000 - September 2001
Jefferies & Company December 1997 - April 2000
Steinberg Asset Management September 1995 - December 1997
Loysville Youth Development Center 1994 - 1995
Skills
Legal Writing, Corporate Law, Legal Research, Litigation, Civil Litigation
Education
University of California, Davis - School of Law 2006 — 2009
JD
City University of New York-John Jay College of Criminal Justice 1995 — 1997
MA, Forensic Psychology
Shippensburg University of Pennsylvania 1991 — 1995
BA, Psychology/Sociology
Boutin Jones Inc. September 2009 - Present
United States Attorney's Office June 2007 - August 2007
RBC Capital Markets December 2001 - April 2006
JPMorgan Chase April 2000 - September 2001
Jefferies & Company December 1997 - April 2000
Steinberg Asset Management September 1995 - December 1997
Loysville Youth Development Center 1994 - 1995
Skills
Legal Writing, Corporate Law, Legal Research, Litigation, Civil Litigation
Education
University of California, Davis - School of Law 2006 — 2009
JD
City University of New York-John Jay College of Criminal Justice 1995 — 1997
MA, Forensic Psychology
Shippensburg University of Pennsylvania 1991 — 1995
BA, Psychology/Sociology
Michael Pilgrim's Jefferies & Company Experience May 2011 - August 2011
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2013 - Present
OppenheimerFunds May 2012 - January 2013
Jefferies & Company May 2011 - August 2011
Wachtell, Lipton, Rosen & Katz May 2009 - August 2009
Milbank, Tweed, Hadley & McCloy LLP 2008 - 2008
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Acquisitions
Education
Harvard Law School 2008 — 2013
Doctor of Law (J.D.), Law
Cornell University 2004 — 2008
Bachelor's degree, Labor and Industrial Relations
West Windsor Plainsboro North 2000 — 2004
McKinsey & Company July 2013 - Present
OppenheimerFunds May 2012 - January 2013
Jefferies & Company May 2011 - August 2011
Wachtell, Lipton, Rosen & Katz May 2009 - August 2009
Milbank, Tweed, Hadley & McCloy LLP 2008 - 2008
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Acquisitions
Education
Harvard Law School 2008 — 2013
Doctor of Law (J.D.), Law
Cornell University 2004 — 2008
Bachelor's degree, Labor and Industrial Relations
West Windsor Plainsboro North 2000 — 2004
Julius Dizon's Jefferies & Company Experience September 2009 - Present
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company September 2009 - Present
RBS 2002 - September 2009
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Education
City University of New York-Hunter College
Bachelors, Economics
Jefferies & Company September 2009 - Present
RBS 2002 - September 2009
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Education
City University of New York-Hunter College
Bachelors, Economics
Sean P. O'Sulllivan's Jefferies & Company Experience February 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Jefferies & Company February 2010 - Present
Merrill Lynch February 2007 - February 2009
Education
Colgate University 2002 — 2006
BA, POSC
Jefferies & Company February 2010 - Present
Merrill Lynch February 2007 - February 2009
Education
Colgate University 2002 — 2006
BA, POSC
Evran Ozkul's Jefferies & Company Experience June 2012 - April 2014
Job Trader at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2014 - Present
Jefferies & Company June 2012 - April 2014
Bank of America / Merrill Lynch 2008 - July 2012
Skills
Electronic Trading
Education
Cornell University
B.S., Applied Economics
University of Michigan
MSFE, Financial Engineering
University of Michigan
MA, Applied Statistics
Goldman Sachs April 2014 - Present
Jefferies & Company June 2012 - April 2014
Bank of America / Merrill Lynch 2008 - July 2012
Skills
Electronic Trading
Education
Cornell University
B.S., Applied Economics
University of Michigan
MSFE, Financial Engineering
University of Michigan
MA, Applied Statistics
Peter Francis's Jefferies & Company Experience June 2009 - March 2011
Job Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners October 2011 - Present
Jefferies & Company June 2009 - March 2011
UBS Investment Bank June 2005 - June 2009
D&MM Industries May 2004 - October 2004
Education
Cornell University 2001 — 2005
Bachelor of Arts, Economics
Summit Partners October 2011 - Present
Jefferies & Company June 2009 - March 2011
UBS Investment Bank June 2005 - June 2009
D&MM Industries May 2004 - October 2004
Education
Cornell University 2001 — 2005
Bachelor of Arts, Economics
Anna LoPiccolo's Jefferies & Company Experience August 2009 - Present
Job SR VP at Jefferies & Company
Industry Banking
Experience
Jefferies & Company August 2009 - Present
Societe Generale October 1989 - August 2009
Skills
Banking, Portfolio Management, Financial Structuring, Corporate Finance, Capital Markets, Derivatives, Financial Markets, Structured Products, Investment Banking, Fixed Income, Risk Management, Bloomberg, Hedge Funds, Mergers & Acquisitions, Structured Finance, Equities, Middle Office, Credit, Credit Derivatives, Equity Derivatives, Valuation, Bonds, Financial Services, Financial Analysis, FX Options
Education
Columbia University - Columbia Business School
Queensborough Community College
Jefferies & Company August 2009 - Present
Societe Generale October 1989 - August 2009
Skills
Banking, Portfolio Management, Financial Structuring, Corporate Finance, Capital Markets, Derivatives, Financial Markets, Structured Products, Investment Banking, Fixed Income, Risk Management, Bloomberg, Hedge Funds, Mergers & Acquisitions, Structured Finance, Equities, Middle Office, Credit, Credit Derivatives, Equity Derivatives, Valuation, Bonds, Financial Services, Financial Analysis, FX Options
Education
Columbia University - Columbia Business School
Queensborough Community College
Jeff Zolkin's Jefferies & Company Experience January 2004 - April 2008
Job Head of Leveraged Finance at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC September 2010 - Present
Global Hunter Securities April 2008 - September 2010
Jefferies & Company January 2004 - April 2008
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
University of California, Irvine
BA, Economics
Imperial Capital, LLC September 2010 - Present
Global Hunter Securities April 2008 - September 2010
Jefferies & Company January 2004 - April 2008
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
University of California, Irvine
BA, Economics
Hansen Shieh's Jefferies & Company Experience August 2011 - April 2014
Job One Culture Foods
Industry Food & Beverages
Experience
One Culture Foods April 2014 - Present
Jefferies & Company August 2011 - April 2014
Guggenheim Structured Real Estate Advisors July 2010 - December 2010
San Polo Development Corp. March 2008 - August 2009
The Oakland Raiders January 2007 - March 2008
Skills
Financial Modeling, Capital Markets, Valuation, Corporate Development, Due Diligence, Financial Analysis, Private Equity, Mergers & Acquisitions, Equities, Venture Capital, Corporate Finance, Emerging Markets, Investment Banking, Volunteer Management, Hedge Funds, Volunteering, Board Relations
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Real Estate Finance
University of California, Berkeley 2003 — 2007
BS, Business Administration
One Culture Foods April 2014 - Present
Jefferies & Company August 2011 - April 2014
Guggenheim Structured Real Estate Advisors July 2010 - December 2010
San Polo Development Corp. March 2008 - August 2009
The Oakland Raiders January 2007 - March 2008
Skills
Financial Modeling, Capital Markets, Valuation, Corporate Development, Due Diligence, Financial Analysis, Private Equity, Mergers & Acquisitions, Equities, Venture Capital, Corporate Finance, Emerging Markets, Investment Banking, Volunteer Management, Hedge Funds, Volunteering, Board Relations
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Real Estate Finance
University of California, Berkeley 2003 — 2007
BS, Business Administration
John Andrews's Jefferies & Company Experience September 2009 - December 2010
Job Vice President Strategy and Business Development at Vertellus
Industry Chemicals
Experience
Vertellus January 2011 - Present
Jefferies & Company September 2009 - December 2010
The CIT Group 2008 - 2009
Bear Stearns June 1998 - November 2007
Skills
Corporate Finance, Financial Modeling, Mergers, Investment Banking, Alternative Investments
Education
Columbia University - Columbia Business School
MBA, Finance
United States Military Academy at West Point
B.S, Economics
Vertellus January 2011 - Present
Jefferies & Company September 2009 - December 2010
The CIT Group 2008 - 2009
Bear Stearns June 1998 - November 2007
Skills
Corporate Finance, Financial Modeling, Mergers, Investment Banking, Alternative Investments
Education
Columbia University - Columbia Business School
MBA, Finance
United States Military Academy at West Point
B.S, Economics
Christopher Tauss's Jefferies & Company Experience 2004 - 2006
Job Senior Associate Tax Tech Practice at KPMG
Industry Financial Services
Experience
KPMG August 2014 - Present
T.D. Securities June 2011 - August 2014
Highbridge Capital Management 2010 - 2010
Frontier Communications 2010 - 2010
Natixis 2006 - 2009
Jefferies & Company 2004 - 2006
Julius Baer 2001 - 2003
Morgan Stanley Smith Barney 2000 - 2001
Deutsche Bank Securities 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
VBA, Equities, Fixed Income, Access, Data Analysis, Bloomberg, SQL, Capital Markets, Investment Banking, Financial Analysis, Finra Series 99..., Equity Derivatives, Trading, Risk Management, Derivatives, Financial Markets
Education
Columbia University in the City of New York
BA - Columbia College
KPMG August 2014 - Present
T.D. Securities June 2011 - August 2014
Highbridge Capital Management 2010 - 2010
Frontier Communications 2010 - 2010
Natixis 2006 - 2009
Jefferies & Company 2004 - 2006
Julius Baer 2001 - 2003
Morgan Stanley Smith Barney 2000 - 2001
Deutsche Bank Securities 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
VBA, Equities, Fixed Income, Access, Data Analysis, Bloomberg, SQL, Capital Markets, Investment Banking, Financial Analysis, Finra Series 99..., Equity Derivatives, Trading, Risk Management, Derivatives, Financial Markets
Education
Columbia University in the City of New York
BA - Columbia College
Margot Schacter's Jefferies & Company Experience July 2011 - August 2012
Job Vice President at Guggenheim Securities (through May 2013)
Industry Financial Services
Experience
Guggenheim Securities November 2012 - May 2013
Jefferies & Company July 2011 - August 2012
BlackRock August 2010 - July 2011
CBRE June 2009 - February 2010
Highline Capital Management June 2007 - August 2007
Skills
Investments
Education
Columbia College (NY) 2006 — 2010
BA, Economics
Columbia University, Columbia College 2006 — 2010
Bachelor of Arts, Economics
Ramaz School
High School Diploma
Guggenheim Securities November 2012 - May 2013
Jefferies & Company July 2011 - August 2012
BlackRock August 2010 - July 2011
CBRE June 2009 - February 2010
Highline Capital Management June 2007 - August 2007
Skills
Investments
Education
Columbia College (NY) 2006 — 2010
BA, Economics
Columbia University, Columbia College 2006 — 2010
Bachelor of Arts, Economics
Ramaz School
High School Diploma
Eliot Geller's Jefferies & Company Experience 2004 - 2008
Job Managing Director; Commodity Product Manager at CoreCommodity Management, LLC
Industry Investment Management
Experience
CoreCommodity Management, LLC 2008 - Present
Jefferies & Company 2004 - 2008
Hellman & Friedman 2000 - 2002
Salomon Smith Barney 1998 - 2000
Education
Columbia University - Columbia Business School 2002 — 2004
University of Pennsylvania 1994 — 1998
CoreCommodity Management, LLC 2008 - Present
Jefferies & Company 2004 - 2008
Hellman & Friedman 2000 - 2002
Salomon Smith Barney 1998 - 2000
Education
Columbia University - Columbia Business School 2002 — 2004
University of Pennsylvania 1994 — 1998
Eric Anton's Jefferies & Company Experience August 2009 - August 2011
Job Senior Associate at AlpInvest Partners
Industry Venture Capital & Private Equity
Experience
AlpInvest Partners January 2015 - Present
AlpInvest Partners August 2011 - December 2014
Jefferies & Company August 2009 - August 2011
Ziegler June 2008 - August 2009
Skills
Investment Banking, Equities, Corporate Finance, Valuation, Venture Capital, LBO, Private Equity, Financial Modeling, Due Diligence, Capital Markets
Education
Colgate University
AlpInvest Partners January 2015 - Present
AlpInvest Partners August 2011 - December 2014
Jefferies & Company August 2009 - August 2011
Ziegler June 2008 - August 2009
Skills
Investment Banking, Equities, Corporate Finance, Valuation, Venture Capital, LBO, Private Equity, Financial Modeling, Due Diligence, Capital Markets
Education
Colgate University
Dion Chu's Jefferies & Company Experience August 2012 - December 2014
Job US Rates Trading VP at Jefferies & Company
Industry Investment Banking
Experience
Jefferies December 2014 - Present
Jefferies & Company August 2012 - December 2014
Harvard University August 2011 - May 2012
Committee on Capital Markets Regulation August 2009 - May 2010
Federal Reserve Board September 2007 - June 2009
D. E. Shaw & Co. 2006 - 2007
Education
Harvard University 2009 — 2012
J.D.
Cornell University 2002 — 2006
Jefferies December 2014 - Present
Jefferies & Company August 2012 - December 2014
Harvard University August 2011 - May 2012
Committee on Capital Markets Regulation August 2009 - May 2010
Federal Reserve Board September 2007 - June 2009
D. E. Shaw & Co. 2006 - 2007
Education
Harvard University 2009 — 2012
J.D.
Cornell University 2002 — 2006
Anthony Petrone, CFA's Jefferies & Company Experience 2010 - Present
Job Vice President Equity Research at Jefferies & Company
Industry Research
Experience
Jefferies & Company 2010 - Present
Maxim Group LLC 2004 - 2010
First Investors 2002 - 2004
Skills
Equity Research, Capital Markets, Valuation, Financial Modeling, Equities, Investment Banking, Finance, Financial Analysis, Private Equity, Hedge Funds, Bloomberg, Portfolio Management, Due Diligence, Fixed Income
Education
Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Columbia University in the City of New York 2009 — 2011
Master of Business Administration (MBA), Finance, General
Pace University
Bachelor of Business Administration (BBA), Finance
Jefferies & Company 2010 - Present
Maxim Group LLC 2004 - 2010
First Investors 2002 - 2004
Skills
Equity Research, Capital Markets, Valuation, Financial Modeling, Equities, Investment Banking, Finance, Financial Analysis, Private Equity, Hedge Funds, Bloomberg, Portfolio Management, Due Diligence, Fixed Income
Education
Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Columbia University in the City of New York 2009 — 2011
Master of Business Administration (MBA), Finance, General
Pace University
Bachelor of Business Administration (BBA), Finance
Paul Kopsky's Jefferies & Company Experience 2011 - September 2013
Job EVP & COO at Hunt Companies Inc
Industry Financial Services
Experience
Hunt Companies Inc September 2013 - Present
Jefferies & Company 2011 - September 2013
Capmark 2007 - 2010
Conning 1997 - 2002
KPMG 1986 - 1997
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Equities, Investments, Structured Finance, Finance, Risk Management, Portfolio Management, Series 7, Banking, Internal Controls, SEC filings, Loans, CMBS
Education
University of Chicago GSB 1999 — 2001
MBA, Finance
Creighton University 1982 — 1986
BsBA, Accounting and Finance
Hunt Companies Inc September 2013 - Present
Jefferies & Company 2011 - September 2013
Capmark 2007 - 2010
Conning 1997 - 2002
KPMG 1986 - 1997
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Equities, Investments, Structured Finance, Finance, Risk Management, Portfolio Management, Series 7, Banking, Internal Controls, SEC filings, Loans, CMBS
Education
University of Chicago GSB 1999 — 2001
MBA, Finance
Creighton University 1982 — 1986
BsBA, Accounting and Finance
Joseph Vafi, CFA's Jefferies & Company Experience 2002 - 2011
Job Managing Director at MBS Value Partners
Industry Financial Services
Experience
MBS Value Partners May 2015 - Present
Great Gable Partners 2011 - 2015
Jefferies & Company 2002 - 2011
Robertson Stephens 2000 - 2002
Navigant Consulting 1998 - 2000
Brean Murray, Carret & Co. 1996 - 1998
American International Group 1993 - 1996
Skills
Equity Research, Series 7, Investment Banking, Equities, Valuation, Portfolio Management, Hedge Funds
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Concentrations in Finance and Marketing
Vanderbilt University 1984 — 1988
BA, Mathematics and Economics, Magna Cum Laude
MBS Value Partners May 2015 - Present
Great Gable Partners 2011 - 2015
Jefferies & Company 2002 - 2011
Robertson Stephens 2000 - 2002
Navigant Consulting 1998 - 2000
Brean Murray, Carret & Co. 1996 - 1998
American International Group 1993 - 1996
Skills
Equity Research, Series 7, Investment Banking, Equities, Valuation, Portfolio Management, Hedge Funds
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Concentrations in Finance and Marketing
Vanderbilt University 1984 — 1988
BA, Mathematics and Economics, Magna Cum Laude
Nelson Erickson's Jefferies & Company Experience 2008 - 2010
Job Mercury Systems, Inc.
Industry Defense & Space
Experience
Mercury Computer Systems April 2010 - Present
Barracks Capital Management, LLC January 2014 - Present
Jefferies & Company 2008 - 2010
Office of the Secretary of Defense 2004 - 2006
Office of the Secretary of Defense 2003 - 2004
Office of the Secretary of Defense 2002 - 2003
Senate Foreign Relations Committee 2001 - 2002
Skills
Defense, National Security, Aerospace, Strategy, Program Management, Strategic Planning, Mergers & Acquisitions, Government, Cross-functional Team..., Strategic Partnerships, Corporate Finance, Integration, Government Contracting, Executive Management, Due Diligence, Financial Modeling, Corporate Development, Acquisition Integration, Business Development, Competitive Analysis, Start-ups, Acquisitions, M, Private Equity, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
Colgate University 1997 — 2001
BA, Political Science
Deerfield Academy 1993 — 1997
John Cabot University
Mercury Computer Systems April 2010 - Present
Barracks Capital Management, LLC January 2014 - Present
Jefferies & Company 2008 - 2010
Office of the Secretary of Defense 2004 - 2006
Office of the Secretary of Defense 2003 - 2004
Office of the Secretary of Defense 2002 - 2003
Senate Foreign Relations Committee 2001 - 2002
Skills
Defense, National Security, Aerospace, Strategy, Program Management, Strategic Planning, Mergers & Acquisitions, Government, Cross-functional Team..., Strategic Partnerships, Corporate Finance, Integration, Government Contracting, Executive Management, Due Diligence, Financial Modeling, Corporate Development, Acquisition Integration, Business Development, Competitive Analysis, Start-ups, Acquisitions, M, Private Equity, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
Colgate University 1997 — 2001
BA, Political Science
Deerfield Academy 1993 — 1997
John Cabot University
David Yedid's Jefferies & Company Experience July 2009 - November 2011
Job E&P Analyst at George Weiss Associates
Industry Investment Management
Experience
George Weiss Associates July 2013 - Present
Credit Suisse November 2011 - July 2013
Jefferies & Company July 2009 - November 2011
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
George Weiss Associates July 2013 - Present
Credit Suisse November 2011 - July 2013
Jefferies & Company July 2009 - November 2011
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Charles McMahon's Jefferies & Company Experience June 2008 - June 2011
Job MBA Candidate at UCLA Anderson
Industry Financial Services
Experience
SSA & Company September 2013 - July 2015
SSA & Company September 2012 - September 2013
SSA & Company July 2011 - September 2012
Jefferies & Company June 2008 - June 2011
Amgen June 2007 - August 2007
Skills
Financial Modeling, Analysis, Management Consulting, Finance, Strategy, Financial Analysis, Business Development, LBO, Valuation, Due Diligence, Business Strategy, Business Process..., Strategic Planning, Corporate Finance, Business Analysis, Investment Banking, Change Management, Business Transformation, Process Improvement, Capital Markets, Microsoft Excel, Project Management, Financial Services, Leadership, Operations Management, Banking, Mergers, Research, Bloomberg, Investment Management, Mergers & Acquisitions, Private Equity
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Claremont McKenna College 2005 — 2009
Bachelor’s Degree, Economics / Psychology / Leadership
SSA & Company September 2013 - July 2015
SSA & Company September 2012 - September 2013
SSA & Company July 2011 - September 2012
Jefferies & Company June 2008 - June 2011
Amgen June 2007 - August 2007
Skills
Financial Modeling, Analysis, Management Consulting, Finance, Strategy, Financial Analysis, Business Development, LBO, Valuation, Due Diligence, Business Strategy, Business Process..., Strategic Planning, Corporate Finance, Business Analysis, Investment Banking, Change Management, Business Transformation, Process Improvement, Capital Markets, Microsoft Excel, Project Management, Financial Services, Leadership, Operations Management, Banking, Mergers, Research, Bloomberg, Investment Management, Mergers & Acquisitions, Private Equity
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Claremont McKenna College 2005 — 2009
Bachelor’s Degree, Economics / Psychology / Leadership
Jenny Yang's Jefferies & Company Experience June 2009 - October 2010
Job MBA Candidate at Columbia Business School
Industry Biotechnology
Experience
Columbia Business School August 2013 - Present
BlackRock December 2012 - July 2013
Codexis July 2011 - November 2012
Jefferies & Company June 2009 - October 2010
UBS Investment Bank July 2008 - June 2009
Skills
Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
University of Pennsylvania - The Wharton School 2003 — 2007
Columbia Business School August 2013 - Present
BlackRock December 2012 - July 2013
Codexis July 2011 - November 2012
Jefferies & Company June 2009 - October 2010
UBS Investment Bank July 2008 - June 2009
Skills
Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
University of Pennsylvania - The Wharton School 2003 — 2007
Benjamin Burke's Jefferies & Company Experience June 2012 - Present
Job trading at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2012 - Present
Dartmouth College September 2008 - June 2012
Jefferies & Company June 2011 - August 2011
Keating Capital September 2010 - December 2010
Skills
R, Statistics, Matlab, Stata, Java, Python, Quantitative Analytics, Valuation, Economics, Data Analysis, SPSS, Capital IQ
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Economics
Jefferies & Company June 2012 - Present
Dartmouth College September 2008 - June 2012
Jefferies & Company June 2011 - August 2011
Keating Capital September 2010 - December 2010
Skills
R, Statistics, Matlab, Stata, Java, Python, Quantitative Analytics, Valuation, Economics, Data Analysis, SPSS, Capital IQ
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Economics
Brett Lowe's Jefferies & Company Experience July 2008 - December 2008
Job Associate at Milbank, Tweed, Hadley & McCloy LLP
Industry
Experience
Milbank, Tweed, Hadley & McCloy LLP October 2012 - Present
Milbank, Tweed, Hadley & McCloy LLP May 2011 - August 2011
Jefferies & Company July 2008 - December 2008
West Coast Asset Management June 2007 - August 2007
Education
University of Virginia School of Law 2009 — 2012
J.D., Law
Dartmouth College 2004 — 2008
B.A., Government
Milbank, Tweed, Hadley & McCloy LLP October 2012 - Present
Milbank, Tweed, Hadley & McCloy LLP May 2011 - August 2011
Jefferies & Company July 2008 - December 2008
West Coast Asset Management June 2007 - August 2007
Education
University of Virginia School of Law 2009 — 2012
J.D., Law
Dartmouth College 2004 — 2008
B.A., Government
Chip Maselli's Jefferies & Company Experience June 2012 - July 2014
Job Associate Leucadia National Corporation & Jefferies LLC
Industry Investment Banking
Experience
Leucadia National Corporation & Jefferies LLC August 2014 - Present
Jefferies & Company June 2012 - July 2014
Jefferies & Company June 2011 - August 2011
Jefferies & Company June 2010 - August 2010
Skills
Leveraged Finance, Credit Analysis, Valuation, Financial Modeling, Investment Banking, Capital Markets, Equities, Fixed Income, LBO, DCF, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Finance
Cornell University 2007 — 2011
BS, Applied Economics and Management
Leucadia National Corporation & Jefferies LLC August 2014 - Present
Jefferies & Company June 2012 - July 2014
Jefferies & Company June 2011 - August 2011
Jefferies & Company June 2010 - August 2010
Skills
Leveraged Finance, Credit Analysis, Valuation, Financial Modeling, Investment Banking, Capital Markets, Equities, Fixed Income, LBO, DCF, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Finance
Cornell University 2007 — 2011
BS, Applied Economics and Management
Ivan Emilian's Jefferies & Company Experience February 1997 - April 2012
Job Sr. Network Engineer, MatlinPatterson
Industry Information Technology and Services
Experience
MatlinPatterson August 2012 - Present
Jefferies & Company February 1997 - April 2012
Micro Bio-Medics 1992 - February 1997
Skills
Bloomberg, Equity Trading, Electronic Trading, Trading Systems, Equities, Disaster Recovery, Back Office, Options, Hedge Funds, Market Data, Asset Managment, Business Continuity, Data Center, Blackberry Enterprise..., Blackberry, Vendor Management, Active Directory, Microsoft Exchange, IT Management, System Administration, IT Strategy, Infrastructure, Servers, IT Operations, Investment Banking, Financial Services, Cisco Technologies, Citrix, System Deployment, BMC Remedy, VMware, Windows Server
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1995
BA, Psychology
Cardinal Hayes 1986 — 1990
Diploma, General
MatlinPatterson August 2012 - Present
Jefferies & Company February 1997 - April 2012
Micro Bio-Medics 1992 - February 1997
Skills
Bloomberg, Equity Trading, Electronic Trading, Trading Systems, Equities, Disaster Recovery, Back Office, Options, Hedge Funds, Market Data, Asset Managment, Business Continuity, Data Center, Blackberry Enterprise..., Blackberry, Vendor Management, Active Directory, Microsoft Exchange, IT Management, System Administration, IT Strategy, Infrastructure, Servers, IT Operations, Investment Banking, Financial Services, Cisco Technologies, Citrix, System Deployment, BMC Remedy, VMware, Windows Server
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1995
BA, Psychology
Cardinal Hayes 1986 — 1990
Diploma, General
Nate Morse's Jefferies & Company Experience April 2011 - May 2014
Job Head of Credit Trading New York Event Driven Hedge Fund
Industry Financial Services
Experience
Head of Credit Trading June 2014 - Present
Jefferies & Company April 2011 - May 2014
Citadel Securities September 2009 - December 2010
Citigroup August 2007 - September 2009
Barclays Capital 2005 - May 2007
Barclays Capital 2002 - 2005
Merrill Lynch 2000 - 2002
Education
Colgate University 1996 — 2000
BS, Mathematics
Head of Credit Trading June 2014 - Present
Jefferies & Company April 2011 - May 2014
Citadel Securities September 2009 - December 2010
Citigroup August 2007 - September 2009
Barclays Capital 2005 - May 2007
Barclays Capital 2002 - 2005
Merrill Lynch 2000 - 2002
Education
Colgate University 1996 — 2000
BS, Mathematics
Douglas Speegle's Jefferies & Company Experience February 2002 - July 2007
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2011 - Present
Bank of America Merrill Lynch July 2007 - May 2011
Jefferies & Company February 2002 - July 2007
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Colgate University 1982 — 1986
BA, Economics
SunTrust Robinson Humphrey May 2011 - Present
Bank of America Merrill Lynch July 2007 - May 2011
Jefferies & Company February 2002 - July 2007
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Colgate University 1982 — 1986
BA, Economics
Andrew Peisch's Jefferies & Company Experience May 2009 - May 2012
Job Seer Capital Management
Industry Investment Banking
Experience
Seer Capital Management May 2012 - Present
Jefferies & Company May 2009 - May 2012
Deutsche Bank April 2003 - April 2009
Merrill Lynch & Co. 1989 - 2000
Merrill Lynch & Co. 1989 - 2000
Skills
Capital Markets, ABS, Structured Finance, Fixed Income, Securitization, Investment Banking, Hedge Funds, Structured Products, Derivatives, MBS, Financial Structuring, CDO
Education
Dartmouth College
BA, History
Harvard Business School
MBA
Seer Capital Management May 2012 - Present
Jefferies & Company May 2009 - May 2012
Deutsche Bank April 2003 - April 2009
Merrill Lynch & Co. 1989 - 2000
Merrill Lynch & Co. 1989 - 2000
Skills
Capital Markets, ABS, Structured Finance, Fixed Income, Securitization, Investment Banking, Hedge Funds, Structured Products, Derivatives, MBS, Financial Structuring, CDO
Education
Dartmouth College
BA, History
Harvard Business School
MBA
Christian Arguello's Jefferies & Company Experience May 2011 - Present
Job Assistant Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2011 - Present
Bache Commodities June 2005 - May 2011
Prudential Financial June 2005 - June 2006
Skills
PowerPoint, Oracle, Excel, Word, Hyperion Financial..., PeopleSoft, Project Management, Due Diligence, Accounts Payable, Financial Analysis, Mergers & Acquisitions, Budget Management, Financial Forecasting, Account Reconciliation, Variance Analysis, Expense Allocation, Expense Management
Education
Pace University - Lubin School of Business 2001 — 2004
BBA, Finance
CUNY Hostos Community College 2000 — 2001
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Jefferies & Company May 2011 - Present
Bache Commodities June 2005 - May 2011
Prudential Financial June 2005 - June 2006
Skills
PowerPoint, Oracle, Excel, Word, Hyperion Financial..., PeopleSoft, Project Management, Due Diligence, Accounts Payable, Financial Analysis, Mergers & Acquisitions, Budget Management, Financial Forecasting, Account Reconciliation, Variance Analysis, Expense Allocation, Expense Management
Education
Pace University - Lubin School of Business 2001 — 2004
BBA, Finance
CUNY Hostos Community College 2000 — 2001
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Taylor Joseph's Jefferies & Company Experience 2008 - 2010
Job Vice President, Institutional Sales at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC September 2011 - Present
BTIG 2010 - 2011
Jefferies & Company 2008 - 2010
Skills
Financial Analysis, Excel, Asset Management, Financial Modeling, PowerPoint, Electronic Trading, Equity Trading, Market Research, Qualitative Market..., Qualitative Research, Trading Systems, Trading Strategies, High Yield, Distressed Debt, Special Situations, Event Driven, Liquidity, Equity Sales, Equity Derivatives, Awesomeness, FINRA
Education
General Assembly 2014 — 2014
Business Fundamentals & Tactics, Business Administration and Management, General
Columbia University in the City of New York 2006 — 2010
BA, Political Science
Loyola High School 2002 — 2006
Diploma, High School
Imperial Capital, LLC September 2011 - Present
BTIG 2010 - 2011
Jefferies & Company 2008 - 2010
Skills
Financial Analysis, Excel, Asset Management, Financial Modeling, PowerPoint, Electronic Trading, Equity Trading, Market Research, Qualitative Market..., Qualitative Research, Trading Systems, Trading Strategies, High Yield, Distressed Debt, Special Situations, Event Driven, Liquidity, Equity Sales, Equity Derivatives, Awesomeness, FINRA
Education
General Assembly 2014 — 2014
Business Fundamentals & Tactics, Business Administration and Management, General
Columbia University in the City of New York 2006 — 2010
BA, Political Science
Loyola High School 2002 — 2006
Diploma, High School
Chris Packard's Jefferies & Company Experience July 2010 - April 2012
Job Broker at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities May 2012 - Present
Jefferies & Company July 2010 - April 2012
Lehman Brothers June 2001 - June 2009
Education
Cornell University 1996 — 2000
BS, Bidness
Guggenheim Securities May 2012 - Present
Jefferies & Company July 2010 - April 2012
Lehman Brothers June 2001 - June 2009
Education
Cornell University 1996 — 2000
BS, Bidness
James Cotter's Jefferies & Company Experience 2004 - 2006
Job
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2007 - Present
Jefferies & Company 2004 - 2006
JP Morgan Securities 1997 - 2001
Skills
Valuation, Corporate Finance, Financial Modeling, Investment Banking, Mergers, Venture Capital, Capital Markets, Private Equity, Corporate Development, Due Diligence, LBO, Equities, Business Strategy, Investor Relations, Hedge Funds, M&A experience, Leveraged Finance, Alternative Investments, Mergers & Acquisitions, Equity Research
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA, Finance, General
Tulane University 1983 — 1987
BA, Philosophy
SunTrust Robinson Humphrey October 2007 - Present
Jefferies & Company 2004 - 2006
JP Morgan Securities 1997 - 2001
Skills
Valuation, Corporate Finance, Financial Modeling, Investment Banking, Mergers, Venture Capital, Capital Markets, Private Equity, Corporate Development, Due Diligence, LBO, Equities, Business Strategy, Investor Relations, Hedge Funds, M&A experience, Leveraged Finance, Alternative Investments, Mergers & Acquisitions, Equity Research
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA, Finance, General
Tulane University 1983 — 1987
BA, Philosophy
Layla Peruzzi's Jefferies & Company Experience June 2010 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2010 - Present
George Weiss Associates February 2008 - June 2010
UBS Investment Bank May 2006 - February 2008
Skills
Equities, Bloomberg, Capital Markets, Equity Derivatives, Hedge Funds, Trading, Alternative Investments
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics & Management
Jefferies & Company June 2010 - Present
George Weiss Associates February 2008 - June 2010
UBS Investment Bank May 2006 - February 2008
Skills
Equities, Bloomberg, Capital Markets, Equity Derivatives, Hedge Funds, Trading, Alternative Investments
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics & Management
Theodore (Ted) Tutun's Jefferies & Company Experience 2007 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2007 - Present
Bank of America 2001 - 2004
Credit Suisse 1996 - 2001
Skills
Investment Banking, LBO, Capital Markets, Equities, Valuation, Hedge Funds, Financial Modeling, Private Equity, Mergers, Due Diligence, Leveraged Finance, Corporate Development, Corporate Finance, Fixed Income, Venture Capital, Alternative Investments, Private Placements, Trading, IPO
Education
Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance, Honors
Harvard College 1982 — 1986
Bachelor of Arts (BA), American History (United States), Cum Laude
Belmont Hill School 1978 — 1982
High school, high school degree
Jefferies & Company 2007 - Present
Bank of America 2001 - 2004
Credit Suisse 1996 - 2001
Skills
Investment Banking, LBO, Capital Markets, Equities, Valuation, Hedge Funds, Financial Modeling, Private Equity, Mergers, Due Diligence, Leveraged Finance, Corporate Development, Corporate Finance, Fixed Income, Venture Capital, Alternative Investments, Private Placements, Trading, IPO
Education
Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance, Honors
Harvard College 1982 — 1986
Bachelor of Arts (BA), American History (United States), Cum Laude
Belmont Hill School 1978 — 1982
High school, high school degree
Paul Kopsky's Jefferies & Company Experience 2011 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2011 - Present
Capmark 2006 - 2010
Nationwide Insurance 2003 - 2006
Conning 1997 - 2002
KPMG 1986 - 1997
Skills
Accounting, Finance, Financial Services, Mergers, Acquisitions, Asset Managment, Insurance, Executive Management, Executive Positions, Real Estate, Commercial Lending, Asset Based Lending
Education
University of Chicago GSB 2000 — 2002
Master of Business Administration (MBA), Business
Creighton University 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Jefferies & Company 2011 - Present
Capmark 2006 - 2010
Nationwide Insurance 2003 - 2006
Conning 1997 - 2002
KPMG 1986 - 1997
Skills
Accounting, Finance, Financial Services, Mergers, Acquisitions, Asset Managment, Insurance, Executive Management, Executive Positions, Real Estate, Commercial Lending, Asset Based Lending
Education
University of Chicago GSB 2000 — 2002
Master of Business Administration (MBA), Business
Creighton University 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Jerold Wasserman's Jefferies & Company Experience February 2013 - Present
Job Senior Vice President, Fixed Income
Industry Investment Banking
Experience
Jefferies & Company February 2013 - Present
Goldman Sachs June 2004 - October 2012
Lehman Brothers August 2001 - June 2004
Kimco Realty Corporation June 1997 - July 2001
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Credit, Credit Analysis, Alternative Investments, Structured Products, Bonds
Education
University of Chicago Graduate School of Business 1998 — 2001
Master of Business Administration (MBA), Economics
Cornell University 1987 — 1991
Bachelor of Science (BS), Mechanical Engineering
Jefferies & Company February 2013 - Present
Goldman Sachs June 2004 - October 2012
Lehman Brothers August 2001 - June 2004
Kimco Realty Corporation June 1997 - July 2001
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Credit, Credit Analysis, Alternative Investments, Structured Products, Bonds
Education
University of Chicago Graduate School of Business 1998 — 2001
Master of Business Administration (MBA), Economics
Cornell University 1987 — 1991
Bachelor of Science (BS), Mechanical Engineering
Kiran Prasad, CFA's Jefferies & Company Experience 2010 - Present
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2010 - Present
Sagent Advisors 2009 - 2010
Lehman Brothers 2006 - 2009
Appraisal Economics Inc. 2001 - 2004
PwC 1999 - 2001
Skills
Investment Banking, Valuation, LBO, Financial Modeling, Mergers & Acquisitions, Leveraged Finance, Corporate Finance, Due Diligence, Capital Markets, Restructuring
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (MBA)
Lehigh University 1994 — 1998
BS, Finance
Jefferies & Company 2010 - Present
Sagent Advisors 2009 - 2010
Lehman Brothers 2006 - 2009
Appraisal Economics Inc. 2001 - 2004
PwC 1999 - 2001
Skills
Investment Banking, Valuation, LBO, Financial Modeling, Mergers & Acquisitions, Leveraged Finance, Corporate Finance, Due Diligence, Capital Markets, Restructuring
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (MBA)
Lehigh University 1994 — 1998
BS, Finance
eric sonis's Jefferies & Company Experience June 2006 - Present
Job Senior Vice President Equity Derivatives at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2006 - Present
Education
Dartmouth College 1996 — 2000
Economics
Jefferies & Company June 2006 - Present
Education
Dartmouth College 1996 — 2000
Economics
Ashleigh Elkins Whitlow's Jefferies & Company Experience May 2013 - Present
Job Wealth Management Associate at Jefferies & Company
Industry Investment Management
Experience
Jefferies & Company May 2013 - Present
Billy Brent's SAQ Program 2010 - Present
Skills
Series 7, Series 63, Microsoft Office, PowerPoint, Quantitative Analysis, College Soccer, Coaching, Soccer, Strength Training
Education
Dallas Baptist University 2011 — 2012
Master of Business Administration (MBA), Finance, General
Dallas Baptist University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Jefferies & Company May 2013 - Present
Billy Brent's SAQ Program 2010 - Present
Skills
Series 7, Series 63, Microsoft Office, PowerPoint, Quantitative Analysis, College Soccer, Coaching, Soccer, Strength Training
Education
Dallas Baptist University 2011 — 2012
Master of Business Administration (MBA), Finance, General
Dallas Baptist University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS