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
Adam Boardman Adam Boardman's Jefferies & Company Experience June 2010 - August 2010
Job Enterprise Business Development
Industry Internet
Experience
LiveIntent, Inc. January 2014 - Present
BigGreenBeats 2009 - Present
LiveIntent, Inc. January 2013 - January 2014
LiveIntent, Inc. July 2011 - December 2012
Dartmouth College September 2007 - June 2011
Jefferies & Company June 2010 - August 2010
Skills
Microsoft Office, Spotfire, Salesforce, Bloomberg Terminal, Bloomberg, Salesforce.com, Basecamp, Blogging, Digital Media, Email Marketing, Digital Strategy, Business Development, Customer Acquisition, Online Advertising
Education
Dartmouth College 2007 — 2011
B.A., Economics, Sociology
Deerfield Academy 2003 — 2007
High School
LiveIntent, Inc. January 2014 - Present
BigGreenBeats 2009 - Present
LiveIntent, Inc. January 2013 - January 2014
LiveIntent, Inc. July 2011 - December 2012
Dartmouth College September 2007 - June 2011
Jefferies & Company June 2010 - August 2010
Skills
Microsoft Office, Spotfire, Salesforce, Bloomberg Terminal, Bloomberg, Salesforce.com, Basecamp, Blogging, Digital Media, Email Marketing, Digital Strategy, Business Development, Customer Acquisition, Online Advertising
Education
Dartmouth College 2007 — 2011
B.A., Economics, Sociology
Deerfield Academy 2003 — 2007
High School
Justin Ciambella Justin Ciambella's Jefferies & Company Experience June 2012 - August 2012
Job Associate at General Atlantic
Industry Financial Services
Experience
General Atlantic August 2015 - Present
Morgan Stanley June 2013 - July 2015
Dartmouth College April 2010 - June 2013
Dartmouth College March 2010 - June 2013
Jefferies & Company June 2012 - August 2012
Dartmouth Investment and Philanthropy Program September 2010 - June 2012
Gridley & Company LLC December 2011 - March 2012
Dartmouth College June 2011 - September 2011
Skills
Stata, Economics, Financial Modeling, Valuation, Market Research, Research, Quantitative Analytics, Data Analysis, Spanish, PowerPoint, Microsoft Excel, Analysis, Financial Analysis, Investment Banking, Microsoft Office
Education
Dartmouth College 2009 — 2013
Economics, International Studies
Universidad de Las Americas
Vangard High School 2005 — 2009
General Atlantic August 2015 - Present
Morgan Stanley June 2013 - July 2015
Dartmouth College April 2010 - June 2013
Dartmouth College March 2010 - June 2013
Jefferies & Company June 2012 - August 2012
Dartmouth Investment and Philanthropy Program September 2010 - June 2012
Gridley & Company LLC December 2011 - March 2012
Dartmouth College June 2011 - September 2011
Skills
Stata, Economics, Financial Modeling, Valuation, Market Research, Research, Quantitative Analytics, Data Analysis, Spanish, PowerPoint, Microsoft Excel, Analysis, Financial Analysis, Investment Banking, Microsoft Office
Education
Dartmouth College 2009 — 2013
Economics, International Studies
Universidad de Las Americas
Vangard High School 2005 — 2009
Jim Current Jim Current's Jefferies & Company Experience August 2012 - Present
Job Senior Credit Analyst, Vice President, Asset Management at Jefferies Finance
Industry Financial Services
Experience
Jefferies & Company August 2012 - Present
Jefferies & Company April 2010 - August 2012
Laurus Capital Management February 2009 - April 2010
GE Healthcare Sponsor Finance January 2007 - February 2009
GE Healthcare May 2000 - January 2007
Education
The University of Chicago Booth School of Business 2003 — 2005
Duke University 1996 — 2000
BSE, Biomedical Engineering
Jefferies & Company August 2012 - Present
Jefferies & Company April 2010 - August 2012
Laurus Capital Management February 2009 - April 2010
GE Healthcare Sponsor Finance January 2007 - February 2009
GE Healthcare May 2000 - January 2007
Education
The University of Chicago Booth School of Business 2003 — 2005
Duke University 1996 — 2000
BSE, Biomedical Engineering
Ben Housman's Jefferies & Company Experience June 2010 - August 2010
Job Research Analyst at The Brattle Group
Industry Oil & Energy
Experience
The Brattle Group July 2013 - Present
FactSet Research Systems August 2011 - July 2013
Jefferies & Company June 2010 - August 2010
Massachusetts Commission Against Discrimination (MCAD) June 2009 - August 2009
Skills
Portfolio Management, Financial Modeling, Microsoft Office, Consulting, Energy, Finance, Customer Service, Software, Analysis, Management, Strategy, Data Analysis, Microsoft Excel
Education
Emory University 2007 — 2011
Bachelor of Arts (B.A.), Philosophy
University of Cape Town 2010 — 2010
The Brattle Group July 2013 - Present
FactSet Research Systems August 2011 - July 2013
Jefferies & Company June 2010 - August 2010
Massachusetts Commission Against Discrimination (MCAD) June 2009 - August 2009
Skills
Portfolio Management, Financial Modeling, Microsoft Office, Consulting, Energy, Finance, Customer Service, Software, Analysis, Management, Strategy, Data Analysis, Microsoft Excel
Education
Emory University 2007 — 2011
Bachelor of Arts (B.A.), Philosophy
University of Cape Town 2010 — 2010
Vanessa Quarantello Vanessa Quarantello's Jefferies & Company Experience May 2005 - December 2006
Job Corporate Access
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
Mizuho Securities USA Inc. October 2011 - September 2013
Nomura Securities August 2010 - October 2011
Paychex June 2009 - August 2010
Cazenove January 2007 - June 2008
Jefferies & Company May 2005 - December 2006
Skills
Equities, Series 7, Project Management, Event Planning, Corporate Events, Sales, Relationship Management, Building Relationships, New Business Development, Customer Service, Corporate Communications, Marketing Communications, Strategic Planning, Logistics Management, Strategic Communications, Account Management, Budget Monitoring, Brand Management, Public Relations, Development Of..., Salesforce.com, Vendor Relationships, Teamwork, Corporate Access, Collaborative Problem..., Series 63, International Logistics, Financial Modeling, Asset Managment, Marketing, Portfolio Management, Fixed Income, Valuation, Securities, Financial Services, Hedge Funds, Financial Analysis, Investments
Education
Florida Atlantic University 2002 — 2004
BS, Business Administration
Deutsche Bank May 2014 - Present
Mizuho Securities USA Inc. October 2011 - September 2013
Nomura Securities August 2010 - October 2011
Paychex June 2009 - August 2010
Cazenove January 2007 - June 2008
Jefferies & Company May 2005 - December 2006
Skills
Equities, Series 7, Project Management, Event Planning, Corporate Events, Sales, Relationship Management, Building Relationships, New Business Development, Customer Service, Corporate Communications, Marketing Communications, Strategic Planning, Logistics Management, Strategic Communications, Account Management, Budget Monitoring, Brand Management, Public Relations, Development Of..., Salesforce.com, Vendor Relationships, Teamwork, Corporate Access, Collaborative Problem..., Series 63, International Logistics, Financial Modeling, Asset Managment, Marketing, Portfolio Management, Fixed Income, Valuation, Securities, Financial Services, Hedge Funds, Financial Analysis, Investments
Education
Florida Atlantic University 2002 — 2004
BS, Business Administration
Laura Oslick Laura Oslick's Jefferies & Company Experience June 2011 - August 2011
Job Vice President at Century Bridge Capital
Industry Real Estate
Experience
Century Bridge Capital January 2014 - Present
Hunt Realty Investments April 2013 - October 2013
HFF May 2012 - March 2013
Jefferies & Company June 2011 - August 2011
KPMG LLP October 2007 - July 2010
PricewaterhouseCoopers September 2005 - October 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investments, Accounting, Auditing, Corporate Finance, Private Equity, Commercial Real Estate, Finance, Real Estate Economics, Mergers, Business Valuation, Real Estate
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Real Estate
ESSEC - ESSEC Business School 2012 — 2012
MBA Exchange Student
Texas A&M University - Mays Business School 2000 — 2005
MS & BBA, Accounting
Century Bridge Capital January 2014 - Present
Hunt Realty Investments April 2013 - October 2013
HFF May 2012 - March 2013
Jefferies & Company June 2011 - August 2011
KPMG LLP October 2007 - July 2010
PricewaterhouseCoopers September 2005 - October 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investments, Accounting, Auditing, Corporate Finance, Private Equity, Commercial Real Estate, Finance, Real Estate Economics, Mergers, Business Valuation, Real Estate
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Real Estate
ESSEC - ESSEC Business School 2012 — 2012
MBA Exchange Student
Texas A&M University - Mays Business School 2000 — 2005
MS & BBA, Accounting
Stephen Hawthornthwaite Stephen Hawthornthwaite's Jefferies & Company Experience August 2003 - March 2004
Job CoFounder at Rothy's
Industry Consumer Goods
Experience
Rothy's March 2013 - Present
CABH Holdings, LLC March 2012 - Present
Infospace March 2010 - October 2011
GCA Savvian Advisors March 2004 - March 2010
Jefferies & Company August 2003 - March 2004
Genesis Capital, LLC October 2002 - August 2003
Robertson Stephens January 1998 - September 2002
Barclays Capital August 1996 - January 1998
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Corporate Finance, LBO, Mergers, Private Placements, M&A experience, Restructuring, Equities, Strategy, Due Diligence, Start-ups, Investments, Management, Valuation, Strategic Partnerships, Entrepreneurship, E-commerce
Education
Duke University 1988 — 1992
BA, Political Science and Government
Wake Forest University School of Law 1993 — 1996
Juris Doctor
Rothy's March 2013 - Present
CABH Holdings, LLC March 2012 - Present
Infospace March 2010 - October 2011
GCA Savvian Advisors March 2004 - March 2010
Jefferies & Company August 2003 - March 2004
Genesis Capital, LLC October 2002 - August 2003
Robertson Stephens January 1998 - September 2002
Barclays Capital August 1996 - January 1998
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Corporate Finance, LBO, Mergers, Private Placements, M&A experience, Restructuring, Equities, Strategy, Due Diligence, Start-ups, Investments, Management, Valuation, Strategic Partnerships, Entrepreneurship, E-commerce
Education
Duke University 1988 — 1992
BA, Political Science and Government
Wake Forest University School of Law 1993 — 1996
Juris Doctor
Amy Pappas Amy Pappas's Jefferies & Company Experience June 1985 - June 1995
Job Corporate SecretaryInvestor Relations at Retail Holdings N.V. (RHDGF)
Industry Executive Office
Experience
Retail Holdings N.V. November 2005 - Present
Growth Capital Partners August 1995 - August 2005
Jefferies & Company June 1985 - June 1995
Willkie Farr & Gallagher January 1983 - June 1985
Education
New York University Graduate School of Business 1985 — 1986
Franklin & Marshall College
Bachelor of Arts (BA), Economics
Retail Holdings N.V. November 2005 - Present
Growth Capital Partners August 1995 - August 2005
Jefferies & Company June 1985 - June 1995
Willkie Farr & Gallagher January 1983 - June 1985
Education
New York University Graduate School of Business 1985 — 1986
Franklin & Marshall College
Bachelor of Arts (BA), Economics
Matthew Peterson's Jefferies & Company Experience July 2013 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company July 2013 - Present
Jefferies & Company May 2012 - August 2012
Rutter Associates March 2012 - May 2012
Flynn, Delich & Wise LLP June 2010 - September 2010
Dartmouth College January 2010 - March 2010
Skills
Capital IQ, Bloomberg, Financial Modeling, Valuation, Economics, Stata, Bloomberg Terminal, DCF, Equity Research, Investment Banking, Capital Markets, Corporate Finance, Equities, Financial Analysis
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics & French
CPS 2005 — 2009
Jefferies & Company July 2013 - Present
Jefferies & Company May 2012 - August 2012
Rutter Associates March 2012 - May 2012
Flynn, Delich & Wise LLP June 2010 - September 2010
Dartmouth College January 2010 - March 2010
Skills
Capital IQ, Bloomberg, Financial Modeling, Valuation, Economics, Stata, Bloomberg Terminal, DCF, Equity Research, Investment Banking, Capital Markets, Corporate Finance, Equities, Financial Analysis
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics & French
CPS 2005 — 2009
Meghan Van Dusen Spear's Jefferies & Company Experience 2004 - 2007
Job VP, Head of Sales at Mosaic Research Management
Industry Financial Services
Experience
Mosaic Research Management August 2014 - Present
AlphaSense, Inc. 2013 - 2014
EVA Dimensions 2008 - 2011
Jefferies & Company 2004 - 2007
Bear Stearns & Co. 2000 - 2002
Skills
Financial Markets, Fixed Income, Valuation, Investment Banking, Mutual Funds, Bloomberg, Equity Research, Equities, Trading, Hedge Funds, Financial Services, Foreign Exchange, Swaps, Investor Relations, Financial Modeling, Finance, Capital Markets, Investments, Options, Asset Allocation, Asset Management, Series 7, Sales Operations, Sales Management, Sales
Education
Emerson College 1998 — 2004
B.S.S., Communications and Public Relations
Tulane University 1997 — 1998
Marketing
Mosaic Research Management August 2014 - Present
AlphaSense, Inc. 2013 - 2014
EVA Dimensions 2008 - 2011
Jefferies & Company 2004 - 2007
Bear Stearns & Co. 2000 - 2002
Skills
Financial Markets, Fixed Income, Valuation, Investment Banking, Mutual Funds, Bloomberg, Equity Research, Equities, Trading, Hedge Funds, Financial Services, Foreign Exchange, Swaps, Investor Relations, Financial Modeling, Finance, Capital Markets, Investments, Options, Asset Allocation, Asset Management, Series 7, Sales Operations, Sales Management, Sales
Education
Emerson College 1998 — 2004
B.S.S., Communications and Public Relations
Tulane University 1997 — 1998
Marketing
David Goldberg David Goldberg's Jefferies & Company Experience July 2011 - August 2012
Job Director at Corigin Ventures
Industry Venture Capital & Private Equity
Experience
Corigin June 2014 - Present
Perch Interactive, Inc April 2015 - Present
FreshNeck October 2011 - June 2014
Rodawg December 2013 - May 2014
Jefferies & Company July 2011 - August 2012
Merrill Lynch March 2010 - July 2011
Brooklyn District Attorney's Office January 2008 - March 2010
Skills
Securities, Equities, Private Equity, Investments, Series 7, Financial Modeling, Fashion, Styling, Entrepreneurship, Start-ups, Wealth Management, Portfolio Management, Licensing, Finance, Business Development, Mergers & Acquisitions, Real Estate, Management
Education
Fordham University School of Law 2003 — 2007
JD/MBA, Finance
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
University of Miami 1999 — 2003
BA, Marketing, Sports Management
University of Miami - School of Business 1999 — 2003
B.A., Marketing, Sports Management
Livingston High School 1995 — 1999
Corigin June 2014 - Present
Perch Interactive, Inc April 2015 - Present
FreshNeck October 2011 - June 2014
Rodawg December 2013 - May 2014
Jefferies & Company July 2011 - August 2012
Merrill Lynch March 2010 - July 2011
Brooklyn District Attorney's Office January 2008 - March 2010
Skills
Securities, Equities, Private Equity, Investments, Series 7, Financial Modeling, Fashion, Styling, Entrepreneurship, Start-ups, Wealth Management, Portfolio Management, Licensing, Finance, Business Development, Mergers & Acquisitions, Real Estate, Management
Education
Fordham University School of Law 2003 — 2007
JD/MBA, Finance
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
University of Miami 1999 — 2003
BA, Marketing, Sports Management
University of Miami - School of Business 1999 — 2003
B.A., Marketing, Sports Management
Livingston High School 1995 — 1999
Paul LoGiudice Paul LoGiudice's Jefferies & Company Experience June 2010 - June 2015
Job European Equity Sales, Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2015 - Present
Jefferies & Company June 2010 - June 2015
UBS Investment Bank June 2006 - June 2010
Credit Suisse May 2004 - May 2006
ABN AMRO Bank N.V. 1998 - 2004
ING Baring Securities 1994 - 1998
Skills
Emerging Markets, Equity Sales, Equities, Capital Markets, Hedge Funds, Bloomberg, Series 7, Equity Research, Financial Markets, Investments
Education
Fordham University 1987 — 1991
Bachelor of Arts (B.A.), History
Deutsche Bank September 2015 - Present
Jefferies & Company June 2010 - June 2015
UBS Investment Bank June 2006 - June 2010
Credit Suisse May 2004 - May 2006
ABN AMRO Bank N.V. 1998 - 2004
ING Baring Securities 1994 - 1998
Skills
Emerging Markets, Equity Sales, Equities, Capital Markets, Hedge Funds, Bloomberg, Series 7, Equity Research, Financial Markets, Investments
Education
Fordham University 1987 — 1991
Bachelor of Arts (B.A.), History
Loria Song Loria Song's Jefferies & Company Experience January 2013 - 2013
Job Product Development Manager, 2013 Miss Korea Washington D.C. at Miss Korea Universe
Industry Apparel & Fashion
Experience
PPI Apparel September 2013 - Present
Miss Korea Universe January 2013 - Present
Jefferies & Company January 2013 - 2013
D.V. Intimates Llc. 2010 - 2012
OSU Ltd. 2010 - 2010
Skills
Goal-oriented..., Highly motivated..., Collaborative Problem..., Strong written..., Highly detail oriented, Multilingual, Highly Creative, Team Management, Cross-functional Team..., Strong sense of garment..., Knowledgeable in..., Proficient in many..., Proficient in all word..., Very organized and..., Proactive team builder..., Ability to multitask..., Tech Packs, Trend Analysis, Technical Design, Garment Fitting, Management, Trend Forecasting, Fashion Buying, Mood Boards, Lingerie, Retail Buying, Assortment, Luxury Goods
Education
Fashion Institute of Technology 2008 — 2010
Bachelor of Fine Arts (BFA), Fashion/Apparel Design-intimate apparel specialization
PPI Apparel September 2013 - Present
Miss Korea Universe January 2013 - Present
Jefferies & Company January 2013 - 2013
D.V. Intimates Llc. 2010 - 2012
OSU Ltd. 2010 - 2010
Skills
Goal-oriented..., Highly motivated..., Collaborative Problem..., Strong written..., Highly detail oriented, Multilingual, Highly Creative, Team Management, Cross-functional Team..., Strong sense of garment..., Knowledgeable in..., Proficient in many..., Proficient in all word..., Very organized and..., Proactive team builder..., Ability to multitask..., Tech Packs, Trend Analysis, Technical Design, Garment Fitting, Management, Trend Forecasting, Fashion Buying, Mood Boards, Lingerie, Retail Buying, Assortment, Luxury Goods
Education
Fashion Institute of Technology 2008 — 2010
Bachelor of Fine Arts (BFA), Fashion/Apparel Design-intimate apparel specialization
Jingzhi Dai Jingzhi Dai's Jefferies & Company Experience October 2010 - Present
Job Associate at Jefferies & Company
Industry Banking
Experience
Jefferies & Company October 2010 - Present
CIT July 2009 - October 2010
Wachovia Securities, LLC June 2008 - July 2008
American Classic Agency August 2005 - May 2008
S. Andrew Walton Investments Planning May 2007 - August 2007
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Finance, Marketing, Investment Banking, Restructuring, Investments
Education
Emory University 2005 — 2009
Bachlor of Business Administration, Finance, Economics
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, minor Economics
Vestavia Hills High School 2002 — 2005
Jefferies & Company October 2010 - Present
CIT July 2009 - October 2010
Wachovia Securities, LLC June 2008 - July 2008
American Classic Agency August 2005 - May 2008
S. Andrew Walton Investments Planning May 2007 - August 2007
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Finance, Marketing, Investment Banking, Restructuring, Investments
Education
Emory University 2005 — 2009
Bachlor of Business Administration, Finance, Economics
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, minor Economics
Vestavia Hills High School 2002 — 2005
Erin Grambling Erin Grambling's Jefferies & Company Experience August 2009 - Present
Job Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company August 2009 - Present
OpHedge Investment Services May 2007 - February 2009
The Florida Bar May 2005 - December 2006
Skills
Fixed Income, Derivatives, Alternative Investments, Securities, Westlaw, ECF, LexisNexis, Closings
Education
Norwalk Community College 2015 — 2016
Certificate, Legal Assistant/Paralegal
Florida State University 2002 — 2005
BA, History
Taylor County High School 1995 — 1999
Jefferies & Company August 2009 - Present
OpHedge Investment Services May 2007 - February 2009
The Florida Bar May 2005 - December 2006
Skills
Fixed Income, Derivatives, Alternative Investments, Securities, Westlaw, ECF, LexisNexis, Closings
Education
Norwalk Community College 2015 — 2016
Certificate, Legal Assistant/Paralegal
Florida State University 2002 — 2005
BA, History
Taylor County High School 1995 — 1999
GREGORY SUMMERS GREGORY SUMMERS's Jefferies & Company Experience March 1997 - December 2003
Job Managing Partner at Chartwell Trading LLC
Industry Financial Services
Experience
Chartwell Trading LLC June 2010 - Present
Gerber Capitol Management January 2004 - June 2010
Jefferies & Company March 1997 - December 2003
Skills
Investment Banking
Education
Fordham University 1974 — 1978
B.S.
Chartwell Trading LLC June 2010 - Present
Gerber Capitol Management January 2004 - June 2010
Jefferies & Company March 1997 - December 2003
Skills
Investment Banking
Education
Fordham University 1974 — 1978
B.S.
Jessica Stern Jessica Stern's Jefferies & Company Experience May 2007 - Present
Job Vice President/Supervisory Analyst at Jefferies & Co.
Industry Financial Services
Experience
Jefferies & Company May 2007 - Present
Wells Fargo July 2001 - May 2007
Credit Suisse October 1997 - September 1998
Sanford C. Bernstein 1992 - 1997
Simmons Boardman April 1990 - April 1992
Skills
Equities, Equity Research, Series 7, Research, Series 24, Compliance, Series 87
Education
Fordham University 1992 — 1997
B.A., Cinema Studies
New York University 1986 — 1988
Film
Stuyvesant High School 1982 — 1986
HS
Jefferies & Company May 2007 - Present
Wells Fargo July 2001 - May 2007
Credit Suisse October 1997 - September 1998
Sanford C. Bernstein 1992 - 1997
Simmons Boardman April 1990 - April 1992
Skills
Equities, Equity Research, Series 7, Research, Series 24, Compliance, Series 87
Education
Fordham University 1992 — 1997
B.A., Cinema Studies
New York University 1986 — 1988
Film
Stuyvesant High School 1982 — 1986
HS
Frank Altomaro's Jefferies & Company Experience 2009 - Present
Job Credit Sales
Industry Investment Banking
Experience
Jefferies & Company 2009 - Present
Plainfield Asset Management 2007 - 2009
RBS Greenwich Capital 2007 - 2007
Morgan Stanley 2005 - 2007
Education
Archbishop Stepinac High School
Fordham University
Jefferies & Company 2009 - Present
Plainfield Asset Management 2007 - 2009
RBS Greenwich Capital 2007 - 2007
Morgan Stanley 2005 - 2007
Education
Archbishop Stepinac High School
Fordham University
Mary Catherine Carroll Mary Catherine Carroll's Jefferies & Company Experience May 2011 - January 2013
Job at Stone Point Capital
Industry Financial Services
Experience
Stone Point Capital October 2014 - Present
AlpInvest Partners January 2014 - October 2014
Jefferies & Company May 2011 - January 2013
KPMG Advisory October 2009 - May 2011
Education
Fordham University 2005 — 2009
Bachelor of Science, Finance, Economics
Stone Point Capital October 2014 - Present
AlpInvest Partners January 2014 - October 2014
Jefferies & Company May 2011 - January 2013
KPMG Advisory October 2009 - May 2011
Education
Fordham University 2005 — 2009
Bachelor of Science, Finance, Economics
Jeremy Gerber Jeremy Gerber's Jefferies & Company Experience May 2009 - December 2010
Job Vice President at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2011 - Present
Jefferies & Company May 2009 - December 2010
Santander Bank, N.A. January 2006 - May 2009
Sovereign Bank June 2005 - December 2005
Telestrat Education 2004 - 2004
Skills
Investments, Fixed Income, Portfolio Management, Financial Modeling, Project Management, Derivatives, Capital Markets, Securities, Equities, Bonds, Investment Banking, Series 7
Education
Drexel University - College of Business and Administration 2000 — 2005
Lebow College of Business, Finance & Marketing
Piper Jaffray June 2011 - Present
Jefferies & Company May 2009 - December 2010
Santander Bank, N.A. January 2006 - May 2009
Sovereign Bank June 2005 - December 2005
Telestrat Education 2004 - 2004
Skills
Investments, Fixed Income, Portfolio Management, Financial Modeling, Project Management, Derivatives, Capital Markets, Securities, Equities, Bonds, Investment Banking, Series 7
Education
Drexel University - College of Business and Administration 2000 — 2005
Lebow College of Business, Finance & Marketing
Thomas Albertson's Jefferies & Company Experience March 2009 - December 2010
Job Risk Management Professional
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management March 2012 - April 2013
Gerson Lehrman Group January 2011 - March 2012
Jefferies & Company March 2009 - December 2010
Bear, Stearns & Co. Inc. February 2004 - October 2007
Fitch Ratings March 1998 - February 2004
The Money Store August 1996 - February 1998
Skills
Structured Finance, Fixed Income, Securitization, Credit Risk, Investments, Credit, Loans, Finance, Risk Management, Mortgage Lending, Capital Markets, MBS, Financial Services
Education
The George Washington University - School of Business 1988 — 1990
MBA, Finance and Investments
Duke University 1978 — 1982
Merrill Lynch Global Wealth Management March 2012 - April 2013
Gerson Lehrman Group January 2011 - March 2012
Jefferies & Company March 2009 - December 2010
Bear, Stearns & Co. Inc. February 2004 - October 2007
Fitch Ratings March 1998 - February 2004
The Money Store August 1996 - February 1998
Skills
Structured Finance, Fixed Income, Securitization, Credit Risk, Investments, Credit, Loans, Finance, Risk Management, Mortgage Lending, Capital Markets, MBS, Financial Services
Education
The George Washington University - School of Business 1988 — 1990
MBA, Finance and Investments
Duke University 1978 — 1982
Peter Nesvold, CFA Peter Nesvold, CFA's Jefferies & Company Experience October 2010 - July 2013
Job Managing Director and Head of Strategic Initiatives, Silver Lane Advisors
Industry Investment Management
Experience
Silver Lane Advisors August 2013 - Present
New York Society of Security Analysts (NYSSA) December 2014 - Present
ACT Research September 2013 - Present
Jefferies & Company October 2010 - July 2013
Lazard Asset Management 2008 - October 2010
Bear Stearns 2002 - 2008
Columbus Capital Co., LLC 2000 - 2002
Skills
Private Equity, Equity Research, LBO, Mergers, Valuation, Equities, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Finance, Economics, Restructuring, Bloomberg, Structured Finance, Investment Banking, Mutual Funds, Fixed Income, Capital Markets, Alternative Investments, Trading, Emerging Markets, Asset Management
Education
University of Pennsylvania 1989 — 1993
BA, Economics
Fordham University School of Law 1994 — 1997
JD, Tax, finance
Silver Lane Advisors August 2013 - Present
New York Society of Security Analysts (NYSSA) December 2014 - Present
ACT Research September 2013 - Present
Jefferies & Company October 2010 - July 2013
Lazard Asset Management 2008 - October 2010
Bear Stearns 2002 - 2008
Columbus Capital Co., LLC 2000 - 2002
Skills
Private Equity, Equity Research, LBO, Mergers, Valuation, Equities, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Finance, Economics, Restructuring, Bloomberg, Structured Finance, Investment Banking, Mutual Funds, Fixed Income, Capital Markets, Alternative Investments, Trading, Emerging Markets, Asset Management
Education
University of Pennsylvania 1989 — 1993
BA, Economics
Fordham University School of Law 1994 — 1997
JD, Tax, finance
Cristina (Zaharia) Garcia Cristina (Zaharia) Garcia's Jefferies & Company Experience 2009 - 2013
Job VP, iShares Institutional Asset Management Division at Blackrock
Industry Banking
Experience
Jefferies & Company 2009 - 2013
Merrill Lynch 2008 - 2009
WPP Group, Young & Rubicam, Wunderman February 2006 - July 2007
WWP Group, Ogilvy & Mather 2003 - 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Financial Instruments and Markets
Drake University 2000 — 2002
International Relations; Political Sciences
Jefferies & Company 2009 - 2013
Merrill Lynch 2008 - 2009
WPP Group, Young & Rubicam, Wunderman February 2006 - July 2007
WWP Group, Ogilvy & Mather 2003 - 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Financial Instruments and Markets
Drake University 2000 — 2002
International Relations; Political Sciences
Fei Gu Fei Gu's Jefferies & Company Experience March 2012 - May 2012
Job Software Engineer at CA Technologies
Industry Computer Software
Experience
CA Technologies April 2014 - Present
CA Technologies November 2012 - April 2014
Jefferies & Company March 2012 - May 2012
iCIMS February 2012 - May 2012
Sonic Solutions July 2007 - July 2010
Skills
Software Engineering, C++, Python, Agile Methodologies, Java, Perl, C, C#, SQL, XML, Software Development, Linux, .NET, JavaScript, Eclipse, MySQL, Web Services, HTML, Microsoft SQL Server, SharePoint
Education
Stevens Institute of Technology 2010 — 2012
Master, Computer Engineering, 3.79
East China Normal University 2003 — 2007
Bachelor's degree, Electrical, Electronic and Communications Engineering Technology/Technician
CA Technologies April 2014 - Present
CA Technologies November 2012 - April 2014
Jefferies & Company March 2012 - May 2012
iCIMS February 2012 - May 2012
Sonic Solutions July 2007 - July 2010
Skills
Software Engineering, C++, Python, Agile Methodologies, Java, Perl, C, C#, SQL, XML, Software Development, Linux, .NET, JavaScript, Eclipse, MySQL, Web Services, HTML, Microsoft SQL Server, SharePoint
Education
Stevens Institute of Technology 2010 — 2012
Master, Computer Engineering, 3.79
East China Normal University 2003 — 2007
Bachelor's degree, Electrical, Electronic and Communications Engineering Technology/Technician
Felipe Tiraboschi Felipe Tiraboschi's Jefferies & Company Experience June 2009 - August 2009
Job PWM Senior Financial Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs May 2014 - Present
Safra Asset Management January 2013 - April 2014
Safra Asset Management June 2010 - December 2012
Jefferies & Company June 2009 - August 2009
UBS September 2008 - December 2008
Safra Asset Management June 2008 - August 2008
Skills
Hedge Funds, Fixed Income, Equities, Bloomberg, Trading, Emerging Markets, Portfolio Management, Bonds, Derivatives, Mutual Funds, Alternative Investments, Capital Markets, Bloomberg Terminal, Finance, Financial Modeling
Education
Fordham University 2006 — 2010
Bachelor's of Science in Business Administration, Finance/Accounting
Goldman Sachs May 2014 - Present
Safra Asset Management January 2013 - April 2014
Safra Asset Management June 2010 - December 2012
Jefferies & Company June 2009 - August 2009
UBS September 2008 - December 2008
Safra Asset Management June 2008 - August 2008
Skills
Hedge Funds, Fixed Income, Equities, Bloomberg, Trading, Emerging Markets, Portfolio Management, Bonds, Derivatives, Mutual Funds, Alternative Investments, Capital Markets, Bloomberg Terminal, Finance, Financial Modeling
Education
Fordham University 2006 — 2010
Bachelor's of Science in Business Administration, Finance/Accounting
Bryan Quinlan Bryan Quinlan's Jefferies & Company Experience January 2013 - August 2014
Job Leverage Credit Sales
Industry Financial Services
Experience
Jefferies August 2014 - Present
Jefferies & Company January 2013 - August 2014
Jefferies & Company July 2009 - January 2013
Jefferies & Company June 2007 - July 2009
Skills
Series 7, Series 55, Series 66, Uniform Combined State..., Bloomberg, Series 63, Hedge Funds, Securities, FINRA, Private Equity, Alternative Investments, Equities, Financial Modeling, Equity Valuation, Trading, Capital Markets, Fixed Income
Education
University of Colorado at Boulder
Economics
Fordham University 2011 — 2013
Master of Business Administration (MBA)
Jefferies August 2014 - Present
Jefferies & Company January 2013 - August 2014
Jefferies & Company July 2009 - January 2013
Jefferies & Company June 2007 - July 2009
Skills
Series 7, Series 55, Series 66, Uniform Combined State..., Bloomberg, Series 63, Hedge Funds, Securities, FINRA, Private Equity, Alternative Investments, Equities, Financial Modeling, Equity Valuation, Trading, Capital Markets, Fixed Income
Education
University of Colorado at Boulder
Economics
Fordham University 2011 — 2013
Master of Business Administration (MBA)
John F. Parker's Jefferies & Company Experience September 2004 - September 2011
Job Director of Shipping/Offshore/Energy Sales at DNB Markets
Industry Investment Management
Experience
DNB Markets January 2014 - Present
DNB Markets 2012 - Present
Jefferies & Company September 2004 - September 2011
Education
University of Pennsylvania
Advanced Graduate Studies in Physics
Drexel University 1987 — 1988
MS, Physics
University of Pennsylvania 1981 — 1985
BA, Physics, History
DNB Markets January 2014 - Present
DNB Markets 2012 - Present
Jefferies & Company September 2004 - September 2011
Education
University of Pennsylvania
Advanced Graduate Studies in Physics
Drexel University 1987 — 1988
MS, Physics
University of Pennsylvania 1981 — 1985
BA, Physics, History
Rishi Sethi Rishi Sethi's Jefferies & Company Experience June 2010 - August 2010
Job CEO at Method Mill
Industry Internet
Experience
Method Mill January 2014 - Present
Chess Without Borders October 2001 - Present
Just Sing It May 2013 - December 2013
MONTAJ February 2013 - August 2013
Pontiflex 2011 - October 2012
MuCash July 2011 - September 2011
Jefferies & Company June 2010 - August 2010
Skills
Mobile Advertising, Mobile Applications, Email Marketing, Social Media, Adobe Creative Suite, HTML, Mobile Devices, Chess, Business Development, Mobile Analytics, Customer Retention, SQL, Cost Per Acquisition, Small Business..., German, Wordpress, Published Author, Non-profits, Advertising, User Experience, Mobile Product..., Product Marketing, Web Analytics
Education
Dartmouth College 2007 — 2011
B.A., Linguistics
Barrington High School 2003 — 2007
Method Mill January 2014 - Present
Chess Without Borders October 2001 - Present
Just Sing It May 2013 - December 2013
MONTAJ February 2013 - August 2013
Pontiflex 2011 - October 2012
MuCash July 2011 - September 2011
Jefferies & Company June 2010 - August 2010
Skills
Mobile Advertising, Mobile Applications, Email Marketing, Social Media, Adobe Creative Suite, HTML, Mobile Devices, Chess, Business Development, Mobile Analytics, Customer Retention, SQL, Cost Per Acquisition, Small Business..., German, Wordpress, Published Author, Non-profits, Advertising, User Experience, Mobile Product..., Product Marketing, Web Analytics
Education
Dartmouth College 2007 — 2011
B.A., Linguistics
Barrington High School 2003 — 2007
Abhishek (Abhi) Kedia Abhishek (Abhi) Kedia's Jefferies & Company Experience February 2011 - May 2012
Job Vice President, TMT Investment Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities June 2012 - February 2014
Jefferies & Company February 2011 - May 2012
Wells Fargo Securities, Technology, Media & Telecom, Investment Banking July 2010 - February 2011
Wells Fargo Securities 2007 - 2010
Smith Barney July 2006 - May 2007
Merrill Lynch January 2006 - May 2006
Klingler & Associates September 2005 - December 2005
Skills
Investment Banking, Sales, Team Management, Valuation, Mergers & Acquisitions, Debt Capital Markets, Equity Capital Markets, Equities, Financial Modeling, Finance, Investments, Business Valuation, LBO, Capital Markets, Private Equity
Education
Goldey Beacom College 2008 — 2011
Masters in Management
Dickinson College 2003 — 2007
Bachelor of Arts, International Business & Management
St. James 1989 — 2003
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities June 2012 - February 2014
Jefferies & Company February 2011 - May 2012
Wells Fargo Securities, Technology, Media & Telecom, Investment Banking July 2010 - February 2011
Wells Fargo Securities 2007 - 2010
Smith Barney July 2006 - May 2007
Merrill Lynch January 2006 - May 2006
Klingler & Associates September 2005 - December 2005
Skills
Investment Banking, Sales, Team Management, Valuation, Mergers & Acquisitions, Debt Capital Markets, Equity Capital Markets, Equities, Financial Modeling, Finance, Investments, Business Valuation, LBO, Capital Markets, Private Equity
Education
Goldey Beacom College 2008 — 2011
Masters in Management
Dickinson College 2003 — 2007
Bachelor of Arts, International Business & Management
St. James 1989 — 2003
Robert D'Angelo Robert D'Angelo's Jefferies & Company Experience June 2007 - August 2007
Job M.D. Candidate
Industry Biotechnology
Experience
The Jackson Laboratory June 2013 - September 2013
Mars & Co. 2011 - 2012
MC10 April 2011 - September 2011
Dartmouth College April 2009 - March 2011
Tuck School of Business at Dartmouth College June 2008 - September 2008
Jefferies & Company June 2007 - August 2007
Skills
Matlab, Biomedical Engineering, Data Analysis, Labview, Medical Devices, Statistics, Solidworks, Competitive Analysis, Product Development, R, Financial Modeling, Market Research, C++, Engineering, Research
Education
The University of Connecticut Health Center 2012 — 2016
Doctor of Medicine (M.D.), Bioengineering and Biomedical Engineering
Dartmouth College 2009 — 2011
M.S., Bioengineering
Dartmouth College 2008 — 2009
B.E., Concentrations: Mechanical Engineering, Bioengineering
Dartmouth College 2004 — 2008
A.B., Major: Economics Minor: Engineering
The Jackson Laboratory June 2013 - September 2013
Mars & Co. 2011 - 2012
MC10 April 2011 - September 2011
Dartmouth College April 2009 - March 2011
Tuck School of Business at Dartmouth College June 2008 - September 2008
Jefferies & Company June 2007 - August 2007
Skills
Matlab, Biomedical Engineering, Data Analysis, Labview, Medical Devices, Statistics, Solidworks, Competitive Analysis, Product Development, R, Financial Modeling, Market Research, C++, Engineering, Research
Education
The University of Connecticut Health Center 2012 — 2016
Doctor of Medicine (M.D.), Bioengineering and Biomedical Engineering
Dartmouth College 2009 — 2011
M.S., Bioengineering
Dartmouth College 2008 — 2009
B.E., Concentrations: Mechanical Engineering, Bioengineering
Dartmouth College 2004 — 2008
A.B., Major: Economics Minor: Engineering
Adam Gallen Adam Gallen's Jefferies & Company Experience June 2004 - December 2006
Job Director at Gruppo, Levey & Co.
Industry Investment Banking
Experience
Gruppo, Levey & Co. February 2013 - Present
Gruppo, Levey & Co. June 2012 - January 2013
Cappello Capital Corp. November 2011 - May 2012
Self Employed November 2009 - October 2011
Financo, Inc. August 2007 - November 2009
Jefferies & Company June 2004 - December 2006
Gruppo, Levey & Co. October 2000 - June 2004
Deutsche Bank June 1999 - September 2000
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Duke University 1995 — 1999
BA, Economics and Certificate in Markets and Management Studies
Gruppo, Levey & Co. February 2013 - Present
Gruppo, Levey & Co. June 2012 - January 2013
Cappello Capital Corp. November 2011 - May 2012
Self Employed November 2009 - October 2011
Financo, Inc. August 2007 - November 2009
Jefferies & Company June 2004 - December 2006
Gruppo, Levey & Co. October 2000 - June 2004
Deutsche Bank June 1999 - September 2000
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Duke University 1995 — 1999
BA, Economics and Certificate in Markets and Management Studies
Christopher Fontanetta Christopher Fontanetta's Jefferies & Company Experience
Job Senior Vice President Equity Sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company
Skills
Equity Trading, Series 7, Series 63, Special Situations, Risk Arbitrage, Mergers & Acquisitions, Trading Strategies, Financial Markets, Equities, Trading Systems, Trading, Electronic Trading, Options, Securities, Bloomberg, Capital Markets
Education
Fairfield University 1996 — 2000
BA, Economics
Bergen Catholic HS 1992 — 1996
Jefferies & Company
Skills
Equity Trading, Series 7, Series 63, Special Situations, Risk Arbitrage, Mergers & Acquisitions, Trading Strategies, Financial Markets, Equities, Trading Systems, Trading, Electronic Trading, Options, Securities, Bloomberg, Capital Markets
Education
Fairfield University 1996 — 2000
BA, Economics
Bergen Catholic HS 1992 — 1996
Jeremy Motz Jeremy Motz's Jefferies & Company Experience 2007 - 2008
Job Vice President / Head of Corporate Bond Sales & Trading at Bonwick Capital Partners
Industry Capital Markets
Experience
Bonwick Capital Partners December 2013 - Present
Rodman & Renshaw March 2012 - June 2012
The Carlton Group 2010 - March 2012
Eventus Property Group, LLC 2008 - 2010
Jefferies & Company 2007 - 2008
Eventus property group 2004 - 2008
Fimat (A division of Societe Generale Bank) 2006 - 2007
Knight Capital Group 1997 - 2003
Aquasonics 2000 - 2001
MJ Whitman 1994 - 1995
Skills
Equities, Securities, Valuation, Trading, Equity Trading, Capital Markets, Investments, Series 7, Hedge Funds, Portfolio Management, Asset Managment, Series 63, Options, Private Equity, Trading Systems, series 99, series 55, Asset Management, FINRA, Finance, Structured Finance, Mergers
Education
Boston University 1984 — 1988
BA, Political Science
Duke University
Imperial College London
Bonwick Capital Partners December 2013 - Present
Rodman & Renshaw March 2012 - June 2012
The Carlton Group 2010 - March 2012
Eventus Property Group, LLC 2008 - 2010
Jefferies & Company 2007 - 2008
Eventus property group 2004 - 2008
Fimat (A division of Societe Generale Bank) 2006 - 2007
Knight Capital Group 1997 - 2003
Aquasonics 2000 - 2001
MJ Whitman 1994 - 1995
Skills
Equities, Securities, Valuation, Trading, Equity Trading, Capital Markets, Investments, Series 7, Hedge Funds, Portfolio Management, Asset Managment, Series 63, Options, Private Equity, Trading Systems, series 99, series 55, Asset Management, FINRA, Finance, Structured Finance, Mergers
Education
Boston University 1984 — 1988
BA, Political Science
Duke University
Imperial College London
Kathryn Gillies Kathryn Gillies's Jefferies & Company Experience October 2011 - Present
Job Fortress
Industry Financial Services
Experience
Fortress Investment Group July 2014 - Present
Jefferies & Company October 2011 - Present
Gleacher & Company June 2010 - August 2011
Conde Nast June 2008 - December 2008
Victoria Labalme LLC January 2007 - May 2007
Skills
Event Planning, Social Networking, Marketing, Social Media Marketing, Outlook, Customer Service, Bloomberg, Facebook, Event Management, Capital Markets
Education
Fashion Institute of Technology 2006 — 2008
BS, Advertising & Marketing Communications
American University of Rome 2007 — 2007
Advertising & Marketing Communications
Johnson & Wales University 2004 — 2006
Associate's degree, Fashion Merchandising
Fortress Investment Group July 2014 - Present
Jefferies & Company October 2011 - Present
Gleacher & Company June 2010 - August 2011
Conde Nast June 2008 - December 2008
Victoria Labalme LLC January 2007 - May 2007
Skills
Event Planning, Social Networking, Marketing, Social Media Marketing, Outlook, Customer Service, Bloomberg, Facebook, Event Management, Capital Markets
Education
Fashion Institute of Technology 2006 — 2008
BS, Advertising & Marketing Communications
American University of Rome 2007 — 2007
Advertising & Marketing Communications
Johnson & Wales University 2004 — 2006
Associate's degree, Fashion Merchandising
Rajnish Bhatia Rajnish Bhatia's Jefferies & Company Experience March 2012 - February 2013
Job Vice President, IT Security, Risk and Compliance at AIG
Industry Financial Services
Experience
AIG July 2013 - Present
Kaiser Permanente March 2013 - June 2013
Jefferies & Company March 2012 - February 2013
Deloitte & Touche LLP January 2010 - March 2012
PricewaterhouseCoopers November 2008 - December 2009
Entology October 2004 - November 2008
NYCBOE 2003 - 2004
Credit Suisse 2000 - 2003
Electrolux 1997 - 2000
Skills
Identity Management, Access Control, Role Profiling, Role Modeling, Process Engineering, Software Engineering, Programming Languages, Database Design, Secure SDLC, Security, Integration, Quality Assurance, IT Governance, Process Improvement, Risk Assessment, Risk Management, Internal Controls, Program Management, PMO, Budgeting, SOX, Audit Support, GRC, Application Architecture, Application Security..., Application Development, COTS, ERP, Federation, OWASP, Governance, Auditing, Software Development, Budgets, Sarbanes-Oxley Act, Computer Security, SDLC, Enterprise Architecture, Business Continuity, Enterprise Software, Application Security, Siteminder, Oracle, IT Strategy, Information Security, Strategy, Business Intelligence, Information Security..., Enterprise Risk..., Solution Architecture
Education
Delhi University 1993 — 1996
Bachelors of Science
NIIT 1993 — 1996
Graduate
AIG July 2013 - Present
Kaiser Permanente March 2013 - June 2013
Jefferies & Company March 2012 - February 2013
Deloitte & Touche LLP January 2010 - March 2012
PricewaterhouseCoopers November 2008 - December 2009
Entology October 2004 - November 2008
NYCBOE 2003 - 2004
Credit Suisse 2000 - 2003
Electrolux 1997 - 2000
Skills
Identity Management, Access Control, Role Profiling, Role Modeling, Process Engineering, Software Engineering, Programming Languages, Database Design, Secure SDLC, Security, Integration, Quality Assurance, IT Governance, Process Improvement, Risk Assessment, Risk Management, Internal Controls, Program Management, PMO, Budgeting, SOX, Audit Support, GRC, Application Architecture, Application Security..., Application Development, COTS, ERP, Federation, OWASP, Governance, Auditing, Software Development, Budgets, Sarbanes-Oxley Act, Computer Security, SDLC, Enterprise Architecture, Business Continuity, Enterprise Software, Application Security, Siteminder, Oracle, IT Strategy, Information Security, Strategy, Business Intelligence, Information Security..., Enterprise Risk..., Solution Architecture
Education
Delhi University 1993 — 1996
Bachelors of Science
NIIT 1993 — 1996
Graduate
Samantha Canterino's Jefferies & Company Experience May 2010 - November 2010
Job Associate at Lewis Brisbois Bisgaard & Smith LLP
Industry Law Practice
Experience
Lewis Brisbois Bisgaard & Smith LLP March 2013 - Present
Avanzino & Moreno, PC December 2011 - March 2013
Jeffrey Shepro, P.C. January 2011 - May 2011
William LaPiana, Professor of Law May 2010 - May 2011
Jefferies & Company May 2010 - November 2010
New York City Law Department September 2009 - May 2010
New York Law School 2008 - 2010
Honorable Anthony I. Giacobbe, Richmond County, Supreme Court May 2009 - September 2009
Global Wealth Management September 2007 - September 2008
Law Office of Robert Prignoli February 2001 - February 2006
Skills
Legal Writing, Legal Research, Problem Solving, Litigation, Attention To Detail, Creative Problem Solving, Persuasion, International Law, International Relations, Litigation Support, Creative Briefs, Legal Support, Management Consulting, Conflict Resolution, Global Strategy, Communication Strategy, Litigation Strategy, International Project..., Civil Litigation, Commercial Litigation, Employment Litigation, General Litigation, Patent Litigation, Legal Assistance
Education
Fordham University
Bachelor of Arts, Cum Laude, International Political Economy
New York Law School
Juris Doctorate
Lewis Brisbois Bisgaard & Smith LLP March 2013 - Present
Avanzino & Moreno, PC December 2011 - March 2013
Jeffrey Shepro, P.C. January 2011 - May 2011
William LaPiana, Professor of Law May 2010 - May 2011
Jefferies & Company May 2010 - November 2010
New York City Law Department September 2009 - May 2010
New York Law School 2008 - 2010
Honorable Anthony I. Giacobbe, Richmond County, Supreme Court May 2009 - September 2009
Global Wealth Management September 2007 - September 2008
Law Office of Robert Prignoli February 2001 - February 2006
Skills
Legal Writing, Legal Research, Problem Solving, Litigation, Attention To Detail, Creative Problem Solving, Persuasion, International Law, International Relations, Litigation Support, Creative Briefs, Legal Support, Management Consulting, Conflict Resolution, Global Strategy, Communication Strategy, Litigation Strategy, International Project..., Civil Litigation, Commercial Litigation, Employment Litigation, General Litigation, Patent Litigation, Legal Assistance
Education
Fordham University
Bachelor of Arts, Cum Laude, International Political Economy
New York Law School
Juris Doctorate
Aaron Pickett Aaron Pickett's Jefferies & Company Experience May 2001 - January 2006
Job IT Director
Industry Computer & Network Security
Experience
Self-Employed January 2005 - Present
PEARLYWRITES, LLC September 2008 - March 2011
DIAMONDBACK TACTICAL March 2007 - October 2008
National Bank of Arizona November 2006 - February 2007
JEFFERIES & COMPANY May 2001 - January 2006
BEAR STEARNS & CO.INC. February 1999 - April 2001
Skills
MySQL, Windows Server, SEO, Active Directory, Security, Network Administration, ITIL
Education
Essex County College 1992 — 1993
Electrical Engineering
Self-Employed January 2005 - Present
PEARLYWRITES, LLC September 2008 - March 2011
DIAMONDBACK TACTICAL March 2007 - October 2008
National Bank of Arizona November 2006 - February 2007
JEFFERIES & COMPANY May 2001 - January 2006
BEAR STEARNS & CO.INC. February 1999 - April 2001
Skills
MySQL, Windows Server, SEO, Active Directory, Security, Network Administration, ITIL
Education
Essex County College 1992 — 1993
Electrical Engineering
Yunha Kim Yunha Kim's Jefferies & Company Experience July 2012 - February 2013
Job CEO & Founder of Locket (Acquired by Wish); Contributor to Huffington Post & Business Insider
Industry Internet
Experience
Locket (Acquired by Wish) February 2013 - Present
Jefferies & Company July 2012 - February 2013
McKinsey & Company March 2011 - August 2011
United Nations February 2009 - June 2009
Skills
Start-ups, Mobile Applications, Entrepreneurship, Mobile Advertising, Product Development, Mobile Marketing, Fundraising, Investment Banking, Management Consulting, Financial Modeling, Venture Capital, Finance, Strategic Partnerships, Business Strategy
Education
Duke University 2007 — 2011
Bachelor of Science (BS)
Oregon Episcopal School 2003 — 2007
Locket (Acquired by Wish) February 2013 - Present
Jefferies & Company July 2012 - February 2013
McKinsey & Company March 2011 - August 2011
United Nations February 2009 - June 2009
Skills
Start-ups, Mobile Applications, Entrepreneurship, Mobile Advertising, Product Development, Mobile Marketing, Fundraising, Investment Banking, Management Consulting, Financial Modeling, Venture Capital, Finance, Strategic Partnerships, Business Strategy
Education
Duke University 2007 — 2011
Bachelor of Science (BS)
Oregon Episcopal School 2003 — 2007
Connor Leahey Connor Leahey's Jefferies & Company Experience July 2013 - April 2015
Job Equity Trading Healthcare Desk
Industry Financial Services
Experience
Jefferies April 2015 - Present
Jefferies & Company July 2013 - April 2015
Six3 Systems June 2012 - August 2012
Education
Fairfield University 2009 — 2013
Bachelor of Science (BSc), Finance
Jefferies April 2015 - Present
Jefferies & Company July 2013 - April 2015
Six3 Systems June 2012 - August 2012
Education
Fairfield University 2009 — 2013
Bachelor of Science (BSc), Finance
Nicole (Kameno) Becker's Jefferies & Company Experience June 2006 - January 2008
Job Assistant Vice President at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Societe Generale July 2011 - July 2014
Addison RPO, On-Site Recruitment Management for Societe Generale June 2010 - July 2011
Mooney Law Firm January 2010 - May 2010
Florida State Senate February 2009 - May 2009
Jefferies & Company June 2006 - January 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Social Networking, Recruiting, Project Coordination, Project Management, Trading, Time Management, French, Accounting, Outlook, Blogging, Interviews, Risk Management, Banking, Analysis, Finance, Financial Modeling
Education
Florida State University - College of Business 2007 — 2010
Bachelor's of Science, Multinational Business Operations
Bank of America July 2014 - Present
Societe Generale July 2011 - July 2014
Addison RPO, On-Site Recruitment Management for Societe Generale June 2010 - July 2011
Mooney Law Firm January 2010 - May 2010
Florida State Senate February 2009 - May 2009
Jefferies & Company June 2006 - January 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Social Networking, Recruiting, Project Coordination, Project Management, Trading, Time Management, French, Accounting, Outlook, Blogging, Interviews, Risk Management, Banking, Analysis, Finance, Financial Modeling
Education
Florida State University - College of Business 2007 — 2010
Bachelor's of Science, Multinational Business Operations
Himanshu Bhargav's Jefferies & Company Experience January 2012 - May 2012
Job Sr. BA Consultant, MBA, CBAP, CSPO, CSM, CAPM
Industry Insurance
Experience
NTT Data Corporation January 2013 - Present
Barclaycard May 2012 - January 2013
Jefferies & Company January 2012 - May 2012
Citi 2010 - 2012
EBSI. 2009 - 2010
Skills
Quality Assurance, Project Management, Business Analysis, Requirements Gathering, IT Audit, Requirements Management, Release Management, Certified associate in..., Certified Business..., VMware Infrastructure, management reporting, Strategic Communications, PMO Services, Requirements Elicitation, End User Training, Advanced Excel, MS Excel Pivot Tables, Business Impact Analysis, Change Management, Business Systems..., Strategic Consulting, Life Insurance, Financial Services, Health Insurance, Integration, Management, SDLC, Business Process, Business Process..., Business Requirements, PMO, Software Documentation, Agile Methodologies, Testing, Analysis, PMP, Requirements Analysis, Vendor Management, Consulting, Process Improvement, Software Project..., ITIL, Business Process Design, Data Analysis, Business Intelligence, SQL, IT Strategy, IT Service Management, Software Development
Education
Florida International University 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General
Vellore Institute of Technology 2005 — 2009
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
BVVM
High school
NTT Data Corporation January 2013 - Present
Barclaycard May 2012 - January 2013
Jefferies & Company January 2012 - May 2012
Citi 2010 - 2012
EBSI. 2009 - 2010
Skills
Quality Assurance, Project Management, Business Analysis, Requirements Gathering, IT Audit, Requirements Management, Release Management, Certified associate in..., Certified Business..., VMware Infrastructure, management reporting, Strategic Communications, PMO Services, Requirements Elicitation, End User Training, Advanced Excel, MS Excel Pivot Tables, Business Impact Analysis, Change Management, Business Systems..., Strategic Consulting, Life Insurance, Financial Services, Health Insurance, Integration, Management, SDLC, Business Process, Business Process..., Business Requirements, PMO, Software Documentation, Agile Methodologies, Testing, Analysis, PMP, Requirements Analysis, Vendor Management, Consulting, Process Improvement, Software Project..., ITIL, Business Process Design, Data Analysis, Business Intelligence, SQL, IT Strategy, IT Service Management, Software Development
Education
Florida International University 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General
Vellore Institute of Technology 2005 — 2009
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
BVVM
High school
Nora Shearer Nora Shearer's Jefferies & Company Experience October 2005 - November 2006
Job Chief Business Development and Marketing Officer at Chadbourne & Parke LLP
Industry Law Practice
Experience
Chadbourne & Parke LLP February 2015 - Present
Chadbourne & Parke LLP January 2010 - Present
DLA Piper November 2006 - August 2009
Jefferies & Company October 2005 - November 2006
Skills
Management, Marketing Strategy, Marketing, Mergers & Acquisitions, Marketing Communications, Business Development, Strategy, Strategic Planning, Corporate Law, Social Media
Education
Fordham University - Graduate School of Business Administration 1993 — 1996
MBA, Finance and International Business
University of Maryland College Park
B.S., Journalism
Chadbourne & Parke LLP February 2015 - Present
Chadbourne & Parke LLP January 2010 - Present
DLA Piper November 2006 - August 2009
Jefferies & Company October 2005 - November 2006
Skills
Management, Marketing Strategy, Marketing, Mergers & Acquisitions, Marketing Communications, Business Development, Strategy, Strategic Planning, Corporate Law, Social Media
Education
Fordham University - Graduate School of Business Administration 1993 — 1996
MBA, Finance and International Business
University of Maryland College Park
B.S., Journalism
Chris McMenamy Chris McMenamy's Jefferies & Company Experience January 2004 - December 2006
Job Intellectual Property Strategy at Boeing & Air Force Officer/Senior Pilot
Industry Aviation & Aerospace
Experience
United States Air Force January 2014 - Present
Boeing February 2013 - Present
US Air Force Reserve July 2006 - January 2014
American Aerospace Advisors Inc June 2011 - March 2013
Jefferies & Company January 2004 - December 2006
Skills
Military Operations, Military Aviation, Proposal Writing, Air Force, Program Management, Strategic Planning, Strategic Leadership, Remote Sensing, Aircraft, Defense, Mission Commander, Aerospace, Unmanned Vehicles, Security Clearance, UAV, Leadership, Strategy, Aviation, Active DoD Secret..., Business Development
Education
Villanova University 2010 — 2012
Master of Business Administration (M.B.A.)
Embry-Riddle Aeronautical University 2000 — 2003
Bachelor of Science (B.S.), Communication
Air University
Squadron Officer School
Defense Acquisition University
United States Air Force January 2014 - Present
Boeing February 2013 - Present
US Air Force Reserve July 2006 - January 2014
American Aerospace Advisors Inc June 2011 - March 2013
Jefferies & Company January 2004 - December 2006
Skills
Military Operations, Military Aviation, Proposal Writing, Air Force, Program Management, Strategic Planning, Strategic Leadership, Remote Sensing, Aircraft, Defense, Mission Commander, Aerospace, Unmanned Vehicles, Security Clearance, UAV, Leadership, Strategy, Aviation, Active DoD Secret..., Business Development
Education
Villanova University 2010 — 2012
Master of Business Administration (M.B.A.)
Embry-Riddle Aeronautical University 2000 — 2003
Bachelor of Science (B.S.), Communication
Air University
Squadron Officer School
Defense Acquisition University
Diane Gioia-Greco's Jefferies & Company Experience May 2008 - June 2009
Job Accounts Director at Aura Merchandising, Ltd.
Industry Consumer Goods
Experience
Aura Merchandising, Ltd. June 2010 - Present
Jefferies & Company May 2008 - June 2009
Skills
Event Planning, Customer Service, PowerPoint, Microsoft Office, Social Media, Human Resources, Microsoft Excel, Administrative..., Editing, Marketing Strategy
Education
Dowling College 2005 — 2007
Master's degree, Early Childhood Education and Teaching
SUNY Oneonta 2002 — 2004
Bachelor of Science (B.S.), Communication and Media Studies
Aura Merchandising, Ltd. June 2010 - Present
Jefferies & Company May 2008 - June 2009
Skills
Event Planning, Customer Service, PowerPoint, Microsoft Office, Social Media, Human Resources, Microsoft Excel, Administrative..., Editing, Marketing Strategy
Education
Dowling College 2005 — 2007
Master's degree, Early Childhood Education and Teaching
SUNY Oneonta 2002 — 2004
Bachelor of Science (B.S.), Communication and Media Studies
Jon Moore's Jefferies & Company Experience 1996 - 1998
Job Senior Vice President, Brookfield Asset Management
Industry Real Estate
Experience
Urban Land Institute January 2012 - Present
Brookfield Asset Management November 2010 - Present
Brookfield Asset Management November 2010 - Present
Value Companies, Inc. April 2004 - November 2010
Thomson Financial 1998 - 2004
Jefferies & Company 1996 - 1998
Skills
Real Estate Development, Asset Management, Real Estate, Investments, Acquisitions, Private Equity, Real Estate Economics, Portfolio Management, Finance, Apartments
Education
Fordham Gabelli School of Business 1994 — 1995
MBA, Finance
Muhlenberg College 1990 — 1994
BA, Business Administration
Pascack Hills 1986 — 1990
New York University
2007 NYU SCPS-Real Estate Development and Investment
Urban Land Institute January 2012 - Present
Brookfield Asset Management November 2010 - Present
Brookfield Asset Management November 2010 - Present
Value Companies, Inc. April 2004 - November 2010
Thomson Financial 1998 - 2004
Jefferies & Company 1996 - 1998
Skills
Real Estate Development, Asset Management, Real Estate, Investments, Acquisitions, Private Equity, Real Estate Economics, Portfolio Management, Finance, Apartments
Education
Fordham Gabelli School of Business 1994 — 1995
MBA, Finance
Muhlenberg College 1990 — 1994
BA, Business Administration
Pascack Hills 1986 — 1990
New York University
2007 NYU SCPS-Real Estate Development and Investment
Barbara Coffey Barbara Coffey's Jefferies & Company Experience 2001 - 2004
Job Analyst Bloomberg
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Standard & Poor's 2012 - 2014
Brigantine Advisors 2010 - 2012
JumpStart Internship - Program of the Levin Instittute 2010 - 2010
Kaufman Bros. 2006 - 2009
Brean Murray, Carret & Co. 2004 - 2006
Jefferies & Company 2001 - 2004
iVillage 1999 - 2001
Bank of America 1999 - 1999
Deutsche Bank 1995 - 1999
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Forecasting, Due Diligence, Market Analysis, Series 7, Series 63, Series 24, Competitive Analysis, Capital Markets, Mergers & Acquisitions, Venture Capital, Asset Management, Investments, Investment Banking, Analysis, Start-ups, Corporate Finance, Valuation, Securities, Equities, Digital Media, Software
Education
Rutgers-Masters of Information(formerly MLIS, expected 2015), Fuqua,Duke - MBA & Wellesley - BA Econ
Rutgers University-New Brunswick 2013 — 2015
Masters of Information, (formerly Master of Library & Information Science), Digital Libraries Specialty and completed coursework for proposed Big Data Specialty
Duke University - The Fuqua School of Business
MBA, Finance
Wellesley College
BA, Economics
Pingry Shcool
High School
Bloomberg LP June 2015 - Present
Standard & Poor's 2012 - 2014
Brigantine Advisors 2010 - 2012
JumpStart Internship - Program of the Levin Instittute 2010 - 2010
Kaufman Bros. 2006 - 2009
Brean Murray, Carret & Co. 2004 - 2006
Jefferies & Company 2001 - 2004
iVillage 1999 - 2001
Bank of America 1999 - 1999
Deutsche Bank 1995 - 1999
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Forecasting, Due Diligence, Market Analysis, Series 7, Series 63, Series 24, Competitive Analysis, Capital Markets, Mergers & Acquisitions, Venture Capital, Asset Management, Investments, Investment Banking, Analysis, Start-ups, Corporate Finance, Valuation, Securities, Equities, Digital Media, Software
Education
Rutgers-Masters of Information(formerly MLIS, expected 2015), Fuqua,Duke - MBA & Wellesley - BA Econ
Rutgers University-New Brunswick 2013 — 2015
Masters of Information, (formerly Master of Library & Information Science), Digital Libraries Specialty and completed coursework for proposed Big Data Specialty
Duke University - The Fuqua School of Business
MBA, Finance
Wellesley College
BA, Economics
Pingry Shcool
High School
Benjamin Ramundo Benjamin Ramundo's Jefferies & Company Experience July 2012 - July 2014
Job Associate at Arlington Capital Partners
Industry Venture Capital & Private Equity
Experience
Arlington Capital Partners July 2014 - Present
Jefferies & Company July 2012 - July 2014
Jefferies & Company June 2011 - August 2011
Bank of America Merrill Lynch September 2009 - December 2010
Raytheon June 2008 - August 2009
Education
Georgetown University 2008 — 2012
Bachelors of Science, Finance, Economics
Jesuit Dallas
Arlington Capital Partners July 2014 - Present
Jefferies & Company July 2012 - July 2014
Jefferies & Company June 2011 - August 2011
Bank of America Merrill Lynch September 2009 - December 2010
Raytheon June 2008 - August 2009
Education
Georgetown University 2008 — 2012
Bachelors of Science, Finance, Economics
Jesuit Dallas
Chevon Bostick's Jefferies & Company Experience January 2004 - July 2006
Job Office Manager/Receptionist
Industry Apparel & Fashion
Experience
Ergotech Group, Inc. April 2013 - Present
Built NY October 2011 - November 2012
Nine West Group May 2007 - October 2011
BlackRock July 2006 - November 2006
Jefferies & Company January 2004 - July 2006
Skills
Merchandising, Trend Analysis, Fashion, Apparel, Retail, Inventory Management, Trade Shows, Shoes, Wholesale, Footwear, Sales Management, Textiles, Sales, Sourcing, Time Management, Microsoft Excel, Management, Sportswear, Visual Merchandising, Pricing, PowerPoint, Trend, Brand Management, Wovens, Store Management, Assortment, Trend Forecasting, Styling, Denim, Brand Development, Global Sourcing, Product Development, Tech Packs, Luxury Goods, Fashion Design, Retail Sales, Inventory Control, Sewing, Forecasting, Sketching, Demand Planning, Private Label, E-commerce, Marketing, Process Scheduler, Catalogs, Customer Service, Budgets, Outlook
Education
Fordham University 2004 — 2008
BA, Business
Fordham University 2004 — 2008
Bachelor's degree, Business/Commerce, General
Ergotech Group, Inc. April 2013 - Present
Built NY October 2011 - November 2012
Nine West Group May 2007 - October 2011
BlackRock July 2006 - November 2006
Jefferies & Company January 2004 - July 2006
Skills
Merchandising, Trend Analysis, Fashion, Apparel, Retail, Inventory Management, Trade Shows, Shoes, Wholesale, Footwear, Sales Management, Textiles, Sales, Sourcing, Time Management, Microsoft Excel, Management, Sportswear, Visual Merchandising, Pricing, PowerPoint, Trend, Brand Management, Wovens, Store Management, Assortment, Trend Forecasting, Styling, Denim, Brand Development, Global Sourcing, Product Development, Tech Packs, Luxury Goods, Fashion Design, Retail Sales, Inventory Control, Sewing, Forecasting, Sketching, Demand Planning, Private Label, E-commerce, Marketing, Process Scheduler, Catalogs, Customer Service, Budgets, Outlook
Education
Fordham University 2004 — 2008
BA, Business
Fordham University 2004 — 2008
Bachelor's degree, Business/Commerce, General
Jonathan Kaye Jonathan Kaye's Jefferies & Company Experience 2003 - 2005
Job Partner & Managing Director at Moelis & Company
Industry Financial Services
Experience
Moelis & Company November 2013 - Present
Citi January 2006 - November 2013
Citi 2006 - December 2012
Twin Capital Management LLC 2005 - 2006
Sandell Asset Management 2004 - 2005
Jefferies & Company 2003 - 2005
J.P. Morgan 2000 - 2002
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Private Equity, Strategy, Hedge Funds, Finance, Business Development, Negotiation, Investments, Corporate Development, Financial Analysis, Divestitures, Corporate Law, Joint Ventures, Business & Industrial...
Education
Duke University
JD cum laude, law
Tufts University
BA, History, Organic Chemistry
Moelis & Company November 2013 - Present
Citi January 2006 - November 2013
Citi 2006 - December 2012
Twin Capital Management LLC 2005 - 2006
Sandell Asset Management 2004 - 2005
Jefferies & Company 2003 - 2005
J.P. Morgan 2000 - 2002
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Private Equity, Strategy, Hedge Funds, Finance, Business Development, Negotiation, Investments, Corporate Development, Financial Analysis, Divestitures, Corporate Law, Joint Ventures, Business & Industrial...
Education
Duke University
JD cum laude, law
Tufts University
BA, History, Organic Chemistry
Adam Besvinick Adam Besvinick's Jefferies & Company Experience January 2010 - July 2011
Job VC at Deep Fork Capital
Industry Internet
Experience
Deep Fork Capital July 2014 - Present
By/Association April 2013 - July 2014
Wanelo August 2013 - March 2014
PICT February 2013 - May 2013
Lowercase Capital October 2011 - May 2013
Gumroad April 2012 - October 2012
BabbaCo LLC February 2012 - April 2012
DreamIt Ventures July 2011 - August 2011
Jefferies & Company January 2010 - July 2011
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Financial Analysis, Social Networking, Entrepreneurship, Venture Capital, Business Development, Digital Media, Financial Modeling, Investments, E-commerce, Management, Start-ups, Strategy
Education
Harvard Business School 2011 — 2013
MBA, Entrepreneurship
Duke University 2005 — 2009
B.A., Public Policy Studies, Markets & Management Studies, English
The Haverford School 1996 — 2005
Deep Fork Capital July 2014 - Present
By/Association April 2013 - July 2014
Wanelo August 2013 - March 2014
PICT February 2013 - May 2013
Lowercase Capital October 2011 - May 2013
Gumroad April 2012 - October 2012
BabbaCo LLC February 2012 - April 2012
DreamIt Ventures July 2011 - August 2011
Jefferies & Company January 2010 - July 2011
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Financial Analysis, Social Networking, Entrepreneurship, Venture Capital, Business Development, Digital Media, Financial Modeling, Investments, E-commerce, Management, Start-ups, Strategy
Education
Harvard Business School 2011 — 2013
MBA, Entrepreneurship
Duke University 2005 — 2009
B.A., Public Policy Studies, Markets & Management Studies, English
The Haverford School 1996 — 2005
Jocelyn Telles Jocelyn Telles's Jefferies & Company Experience July 2010 - August 2010
Job Intern at Group One Trading
Industry Financial Services
Experience
Group One Trading, LP April 2015 - Present
Options Clearing Corporation (OCC) March 2013 - April 2015
UBS March 2012 - March 2013
Jefferies & Company July 2010 - August 2010
Jefferies June 2010 - July 2010
Skills
Microsoft Office, Financial Audits, Relationship Management, Negotiation, Wealth Management..., Finance, Corporate Finance, Options, Accounting, Bloomberg Terminal, Time Management, Financial Modeling, Investment Banking, Leadership
Education
DePaul University 2012 — 2015
Finance
Group One Trading, LP April 2015 - Present
Options Clearing Corporation (OCC) March 2013 - April 2015
UBS March 2012 - March 2013
Jefferies & Company July 2010 - August 2010
Jefferies June 2010 - July 2010
Skills
Microsoft Office, Financial Audits, Relationship Management, Negotiation, Wealth Management..., Finance, Corporate Finance, Options, Accounting, Bloomberg Terminal, Time Management, Financial Modeling, Investment Banking, Leadership
Education
DePaul University 2012 — 2015
Finance
Joyce Yu's Jefferies & Company Experience June 2012 - August 2012
Job Student, NCSU Statistics Doctoral Program
Industry Higher Education
Experience
Sageworks December 2014 - February 2015
Jefferies LLC July 2013 - September 2014
Jefferies & Company June 2012 - August 2012
Esquel Group May 2012 - May 2012
USAID May 2011 - August 2011
Good Work Network May 2010 - August 2010
Skills
Stata, Valuation, Economics, Data Analysis, Financial Modeling, Social Media, Matlab, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Research, Public Speaking, Editing
Education
North Carolina State University 2015 — 2020
Doctor of Philosophy (PhD), Statistics
Duke University 2009 — 2013
Bachelor of Science (BS), Biomedical Engineering, Economics
Sageworks December 2014 - February 2015
Jefferies LLC July 2013 - September 2014
Jefferies & Company June 2012 - August 2012
Esquel Group May 2012 - May 2012
USAID May 2011 - August 2011
Good Work Network May 2010 - August 2010
Skills
Stata, Valuation, Economics, Data Analysis, Financial Modeling, Social Media, Matlab, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Research, Public Speaking, Editing
Education
North Carolina State University 2015 — 2020
Doctor of Philosophy (PhD), Statistics
Duke University 2009 — 2013
Bachelor of Science (BS), Biomedical Engineering, Economics
Alison Lyness's Jefferies & Company Experience July 2010 - October 2012
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Capital Dynamics October 2012 - May 2015
Jefferies & Company July 2010 - October 2012
Jefferies & Company June 2009 - August 2009
Skills
Capital IQ, Financial Modeling, Valuation, Investment Banking, DCF, Equities, Private Equity, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Venture Capital, Equity Valuation, Private Placements
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Emory University 2006 — 2010
Bachelor's Degree, Finance, Organization & Management
Kent Place School 1999 — 2006
Capital Dynamics October 2012 - May 2015
Jefferies & Company July 2010 - October 2012
Jefferies & Company June 2009 - August 2009
Skills
Capital IQ, Financial Modeling, Valuation, Investment Banking, DCF, Equities, Private Equity, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Venture Capital, Equity Valuation, Private Placements
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Emory University 2006 — 2010
Bachelor's Degree, Finance, Organization & Management
Kent Place School 1999 — 2006
Dan Kim Dan Kim's Jefferies & Company Experience May 2006 - February 2008
Job CEO at Veritable Screening, Managing Partner at TrueValue Partners
Industry Investment Banking
Experience
Veritable Screening March 2014 - Present
TrueValue Partners June 2013 - Present
Macquarie Group May 2008 - June 2013
Jefferies & Company May 2006 - February 2008
Houlihan Lokey June 2004 - April 2006
Merrill Lynch March 2000 - June 2002
The North Face October 1998 - February 2000
Skills
Principal Investing, M&A experience, Investment Banking, Deal Execution, Strategic Advisory, Debt, Equities, Portfolio Management, Valuation, Private Equity, Strategy, Corporate Development, LBO, Finance, Business Planning, Venture Capital, Financial Modeling
Education
The Anderson School at UCLA 2002 — 2004
MBA, Finance
Pomona College 1993 — 1997
BA, Philosophy
Oxford University, University College 1996 — 1996
East China Normal University 1996 — 1996
Veritable Screening March 2014 - Present
TrueValue Partners June 2013 - Present
Macquarie Group May 2008 - June 2013
Jefferies & Company May 2006 - February 2008
Houlihan Lokey June 2004 - April 2006
Merrill Lynch March 2000 - June 2002
The North Face October 1998 - February 2000
Skills
Principal Investing, M&A experience, Investment Banking, Deal Execution, Strategic Advisory, Debt, Equities, Portfolio Management, Valuation, Private Equity, Strategy, Corporate Development, LBO, Finance, Business Planning, Venture Capital, Financial Modeling
Education
The Anderson School at UCLA 2002 — 2004
MBA, Finance
Pomona College 1993 — 1997
BA, Philosophy
Oxford University, University College 1996 — 1996
East China Normal University 1996 — 1996
Larry Tuff Larry Tuff's Jefferies & Company Experience 2010 - 2012
Job Independent Equity Research
Industry Investment Management
Experience
Global Select Research 1992 - Present
Jefferies & Company 2010 - 2012
Maple Securities 2006 - 2010
Threebridges Management; Tuff Management 1997 - 2002
Clark Capital Management Group 1995 - 1997
Sturdivant & Company 1994 - 1995
Lotus Development 1988 - 1993
Federal Reserve Bank of Philadelphia 1986 - 1988
Skills
Analysis, Capital Markets, Portfolio Management, Research, Equities, Equity Research, Investments, Fixed Income, Hedge Funds, Quantitative Analytics, Trading, Trading Strategies, Options
Education
Drexel University
Master of Business Administration (MBA), Finance
Temple University
Bachelor of Business Administration (BBA), Computer Science and Quantitative Statistics
Global Select Research 1992 - Present
Jefferies & Company 2010 - 2012
Maple Securities 2006 - 2010
Threebridges Management; Tuff Management 1997 - 2002
Clark Capital Management Group 1995 - 1997
Sturdivant & Company 1994 - 1995
Lotus Development 1988 - 1993
Federal Reserve Bank of Philadelphia 1986 - 1988
Skills
Analysis, Capital Markets, Portfolio Management, Research, Equities, Equity Research, Investments, Fixed Income, Hedge Funds, Quantitative Analytics, Trading, Trading Strategies, Options
Education
Drexel University
Master of Business Administration (MBA), Finance
Temple University
Bachelor of Business Administration (BBA), Computer Science and Quantitative Statistics
Kelsey Siman Kelsey Siman's Jefferies & Company Experience May 2013 - August 2013
Job Equity Capital Markets Analyst at Jefferies LLC
Industry Banking
Experience
Jefferies LLC July 2014 - Present
Jefferies & Company May 2013 - August 2013
SCOR May 2012 - August 2012
NouvEON Technology Partners June 2009 - August 2010
Divine Creations June 2007 - August 2009
Skills
Intermediate Spanish, PowerPoint, Microsoft Word, Analysis, Leadership, Matlab, Business Strategy, HTML, Strategic Planning, Marketing, Social Media Marketing, Team Leadership, Customer Service, Editing, Event Planning, Accounting, Management, Marketing Strategy
Education
Duke University 2010 — 2014
Bachelor of Science in Economics, Minors in Mathematics, Spanish, High Distinction in Economics, Cum Laude
Charlotte Country Day School 2006 — 2010
High School Diploma
Jefferies LLC July 2014 - Present
Jefferies & Company May 2013 - August 2013
SCOR May 2012 - August 2012
NouvEON Technology Partners June 2009 - August 2010
Divine Creations June 2007 - August 2009
Skills
Intermediate Spanish, PowerPoint, Microsoft Word, Analysis, Leadership, Matlab, Business Strategy, HTML, Strategic Planning, Marketing, Social Media Marketing, Team Leadership, Customer Service, Editing, Event Planning, Accounting, Management, Marketing Strategy
Education
Duke University 2010 — 2014
Bachelor of Science in Economics, Minors in Mathematics, Spanish, High Distinction in Economics, Cum Laude
Charlotte Country Day School 2006 — 2010
High School Diploma
William Hunter William Hunter's Jefferies & Company Experience February 2006 - April 2011
Job Managing Director Global Natural Resources Group at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities August 2013 - July 2015
Teneo Capital April 2012 - August 2013
Dahlman Rose & Co. April 2011 - November 2011
Jefferies & Company February 2006 - April 2011
TD Securities October 1999 - February 2006
BMO Nesbitt Burns March 1998 - October 1999
NatWest Markets December 1993 - February 1998
KPMG US 1991 - 1993
Skills
Mergers, Investment Banking, Leveraged Finance, Restructuring, Mining, Equities, Capital Markets, Corporate Finance, Structuring, Mergers & Acquisitions, Private Equity, Strategy, Finance, Hedge Funds, IPO, Valuation, Financial Structuring, LBO, Corporate Development, Financial Sponsors, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1990 — 1992
BSC, Finance
Nomura Securities August 2013 - July 2015
Teneo Capital April 2012 - August 2013
Dahlman Rose & Co. April 2011 - November 2011
Jefferies & Company February 2006 - April 2011
TD Securities October 1999 - February 2006
BMO Nesbitt Burns March 1998 - October 1999
NatWest Markets December 1993 - February 1998
KPMG US 1991 - 1993
Skills
Mergers, Investment Banking, Leveraged Finance, Restructuring, Mining, Equities, Capital Markets, Corporate Finance, Structuring, Mergers & Acquisitions, Private Equity, Strategy, Finance, Hedge Funds, IPO, Valuation, Financial Structuring, LBO, Corporate Development, Financial Sponsors, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1990 — 1992
BSC, Finance
Jonathan Doros Jonathan Doros's Jefferies & Company Experience May 2004 - October 2005
Job Head of Investor Relations at Solera Holdings
Industry Financial Services
Experience
Solera Holdings, Inc. May 2015 - Present
CA Technologies October 2013 - May 2015
CA Technologies June 2013 - May 2014
CA Technologies September 2010 - June 2013
Raymond James March 2008 - September 2010
UBS October 2005 - March 2008
Jefferies & Company May 2004 - October 2005
Standard & Poor's May 2003 - May 2004
RogersCasey June 2001 - May 2003
The TriZetto Group 1999 - 2000
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Competitive Analysis, Equities, Investments, Strategy, Finance, Valuation, Equity Research, Due Diligence, Capital Markets, Corporate Finance
Education
Fairfield University 1997 — 2001
Bachelor of Science, Finance Major, Accounting Minor
Solera Holdings, Inc. May 2015 - Present
CA Technologies October 2013 - May 2015
CA Technologies June 2013 - May 2014
CA Technologies September 2010 - June 2013
Raymond James March 2008 - September 2010
UBS October 2005 - March 2008
Jefferies & Company May 2004 - October 2005
Standard & Poor's May 2003 - May 2004
RogersCasey June 2001 - May 2003
The TriZetto Group 1999 - 2000
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Competitive Analysis, Equities, Investments, Strategy, Finance, Valuation, Equity Research, Due Diligence, Capital Markets, Corporate Finance
Education
Fairfield University 1997 — 2001
Bachelor of Science, Finance Major, Accounting Minor
Susana Paz Marmol's Jefferies & Company Experience August 2011 - September 2012
Job Director Head of Americas Commodities Compliance at Societe Generale
Industry Investment Banking
Experience
Societe Generale September 2012 - Present
Jefferies & Company August 2011 - September 2012
Barclays Capital August 2008 - August 2011
RBS Greenwich Capital Markets October 2007 - August 2008
Credit Suisse Securities (USA) LLC April 2004 - September 2007
AirPlus International August 2000 - June 2001
Skills
Derivatives, German, Spanish, Portuguese, Regulatory Compliance, Regulatory Reporting, Risk Management, Operational Risk, Financial Futures, Physical Commodities, FERC, CFTC, Fixed Income, Securities, Investment Banking, Hedge Funds, Commodity, Management, Structured Products, Financial Markets, Financial Services, Structured Finance, Trading Systems, Bloomberg, Capital Markets, Trading, Due Diligence, Finance, Banking, Swaps
Education
Rutgers University 2000 — 2004
BA / Masters, Economics, Spanish, Finance
Drexel University 1996 — 2000
BS, Architecture
Queen of Peace 1992 — 1996
Societe Generale September 2012 - Present
Jefferies & Company August 2011 - September 2012
Barclays Capital August 2008 - August 2011
RBS Greenwich Capital Markets October 2007 - August 2008
Credit Suisse Securities (USA) LLC April 2004 - September 2007
AirPlus International August 2000 - June 2001
Skills
Derivatives, German, Spanish, Portuguese, Regulatory Compliance, Regulatory Reporting, Risk Management, Operational Risk, Financial Futures, Physical Commodities, FERC, CFTC, Fixed Income, Securities, Investment Banking, Hedge Funds, Commodity, Management, Structured Products, Financial Markets, Financial Services, Structured Finance, Trading Systems, Bloomberg, Capital Markets, Trading, Due Diligence, Finance, Banking, Swaps
Education
Rutgers University 2000 — 2004
BA / Masters, Economics, Spanish, Finance
Drexel University 1996 — 2000
BS, Architecture
Queen of Peace 1992 — 1996
Amit Nagpal Amit Nagpal's Jefferies & Company Experience September 2008 - August 2010
Job
Industry Oil & Energy
Experience
Constellation Energy Commodities Group August 2010 - Present
Jefferies & Company September 2008 - August 2010
Constellation Energy Commodities Group May 2007 - July 2008
Schlumberger November 2000 - July 2005
Pentair Inc. 1999 - 2000
Skills
Investment Banking, Portfolio Management, Commodities, Upstream, Valuation, Financial Modeling, Commodity, Corporate Finance, Project Finance, Due Diligence, Private Equity, Mergers & Acquisitions, Competitive Analysis, Strategy, Financial Analysis, Corporate Development, Derivatives, Capital Markets, Venture Capital, Energy, Emerging Markets, Financial Structuring
Education
CFA Institute 2008 — 2011
CFA
Duke University - The Fuqua School of Business 2005 — 2007
Master of Business Administration (MBA)
Indian Institute of Technology, Delhi 1995 — 1999
B-Tech
Constellation Energy Commodities Group August 2010 - Present
Jefferies & Company September 2008 - August 2010
Constellation Energy Commodities Group May 2007 - July 2008
Schlumberger November 2000 - July 2005
Pentair Inc. 1999 - 2000
Skills
Investment Banking, Portfolio Management, Commodities, Upstream, Valuation, Financial Modeling, Commodity, Corporate Finance, Project Finance, Due Diligence, Private Equity, Mergers & Acquisitions, Competitive Analysis, Strategy, Financial Analysis, Corporate Development, Derivatives, Capital Markets, Venture Capital, Energy, Emerging Markets, Financial Structuring
Education
CFA Institute 2008 — 2011
CFA
Duke University - The Fuqua School of Business 2005 — 2007
Master of Business Administration (MBA)
Indian Institute of Technology, Delhi 1995 — 1999
B-Tech
Jeffrey Pieper Jeffrey Pieper's Jefferies & Company Experience June 2011 - November 2014
Job Solutions Architect at SHI International Corp.
Industry Information Technology and Services
Experience
SHI International Corp. March 2015 - Present
PPL Corporation December 2014 - February 2015
Jefferies & Company June 2011 - November 2014
SHI August 2008 - June 2011
SHI September 2004 - July 2008
SHI April 1998 - August 2004
Skills
Virtualization, Cloud Computing
Education
West Virginia University 1995 — 1997
Bachelor of Arts, Geography
Elon University 1993 — 1995
undergraduate, core study
SHI International Corp. March 2015 - Present
PPL Corporation December 2014 - February 2015
Jefferies & Company June 2011 - November 2014
SHI August 2008 - June 2011
SHI September 2004 - July 2008
SHI April 1998 - August 2004
Skills
Virtualization, Cloud Computing
Education
West Virginia University 1995 — 1997
Bachelor of Arts, Geography
Elon University 1993 — 1995
undergraduate, core study
Chas Mancuso's Jefferies & Company Experience May 2011 - November 2012
Job Financial Markets Expert
Industry Capital Markets
Experience
Next Level Derivatives October 2010 - Present
Jefferies & Company May 2011 - November 2012
NYSE Liffe US January 2009 - March 2010
Societe Generale January 1998 - January 2008
CDC Capital Inc December 1990 - December 1995
Goldman Sachs 1985 - 1986
Skills
Fixed Income, Derivatives, Equities, Trading, Bonds, Hedge Funds, Arbitrage, Electronic Trading, Relative Value, Proprietary Trading, Interest Rate..., Equity Derivatives, Swaps, Trading Systems, Global Macro, Options, Financial Markets, Futures Trading, Commodity, Investments, Risk Management, Trading Strategies, Financial Risk, Portfolio Management, Capital Markets, Bloomberg, Securities, Financial Services, Equity Trading, Credit Derivatives
Education
Fordham University 1981 — 1985
BS, Finance, Economics
Ridgewood High School 1978 — 1981
Next Level Derivatives October 2010 - Present
Jefferies & Company May 2011 - November 2012
NYSE Liffe US January 2009 - March 2010
Societe Generale January 1998 - January 2008
CDC Capital Inc December 1990 - December 1995
Goldman Sachs 1985 - 1986
Skills
Fixed Income, Derivatives, Equities, Trading, Bonds, Hedge Funds, Arbitrage, Electronic Trading, Relative Value, Proprietary Trading, Interest Rate..., Equity Derivatives, Swaps, Trading Systems, Global Macro, Options, Financial Markets, Futures Trading, Commodity, Investments, Risk Management, Trading Strategies, Financial Risk, Portfolio Management, Capital Markets, Bloomberg, Securities, Financial Services, Equity Trading, Credit Derivatives
Education
Fordham University 1981 — 1985
BS, Finance, Economics
Ridgewood High School 1978 — 1981
Christopher Radom's Jefferies & Company Experience 2010 - 2012
Job Analyst at Pura Vida Investments
Industry Capital Markets
Experience
Pura Vida Investments 2015 - Present
Mirae Asset Global Investments 2014 - 2015
JMP Securities 2012 - 2014
Jefferies & Company 2010 - 2012
Ropes & Gray LLP 2007 - 2010
Skills
Financial Modeling, Investments, Equity Research, Pharmaceutical Industry, Patents, Biotechnology, Chemistry, Venture Capital, Intellectual Property, Molecular Biology, Licensing, Mergers & Acquisitions, Due Diligence, Biochemistry, Hedge Funds, Start-ups, Corporate Development, Lifesciences, Portfolio Management, Singing, Medical Devices, Drug Discovery, Insanity, Patent Litigation, M, Patent Prosecution
Education
Harvard University 2001 — 2006
Ph.D., Chemistry and Chemical Biology
Duke University 1997 — 2001
B.S. with Distinction, Chemistry
Detroit Country Day School 1993 — 1997
Pura Vida Investments 2015 - Present
Mirae Asset Global Investments 2014 - 2015
JMP Securities 2012 - 2014
Jefferies & Company 2010 - 2012
Ropes & Gray LLP 2007 - 2010
Skills
Financial Modeling, Investments, Equity Research, Pharmaceutical Industry, Patents, Biotechnology, Chemistry, Venture Capital, Intellectual Property, Molecular Biology, Licensing, Mergers & Acquisitions, Due Diligence, Biochemistry, Hedge Funds, Start-ups, Corporate Development, Lifesciences, Portfolio Management, Singing, Medical Devices, Drug Discovery, Insanity, Patent Litigation, M, Patent Prosecution
Education
Harvard University 2001 — 2006
Ph.D., Chemistry and Chemical Biology
Duke University 1997 — 2001
B.S. with Distinction, Chemistry
Detroit Country Day School 1993 — 1997
Dave Lontos's Jefferies & Company Experience 1999 - 2000
Job Senior Vice President Global Applications & Development at Marco Polo Capital Markets
Industry Financial Services
Experience
Marco Polo New World 2011 - Present
LaBranche & Co 2000 - November 2011
Jefferies & Company 1999 - 2000
Penlon Systems Consulting 1993 - 1999
Memorial Sloan-Kettering Cancer Center 1988 - 1993
Skills
Trading Systems, Order Management, Trading Technology, Market Data, Equity Trading, Options, Trading System, Electronic Trading
Education
Fordham University
BA
Pace University
M.S., Information Technology
Marco Polo New World 2011 - Present
LaBranche & Co 2000 - November 2011
Jefferies & Company 1999 - 2000
Penlon Systems Consulting 1993 - 1999
Memorial Sloan-Kettering Cancer Center 1988 - 1993
Skills
Trading Systems, Order Management, Trading Technology, Market Data, Equity Trading, Options, Trading System, Electronic Trading
Education
Fordham University
BA
Pace University
M.S., Information Technology
Rashid Lattouf's Jefferies & Company Experience April 2010 - August 2011
Job Senior Associate at Black Diamond
Industry Investment Management
Experience
Black Diamond Capital Management September 2011 - Present
Jefferies & Company April 2010 - August 2011
Peachtree Equity Partners July 2009 - April 2010
Total Technology Ventures June 2008 - July 2008
Education
Emory University - Goizueta Business School
BBA, Finance
Black Diamond Capital Management September 2011 - Present
Jefferies & Company April 2010 - August 2011
Peachtree Equity Partners July 2009 - April 2010
Total Technology Ventures June 2008 - July 2008
Education
Emory University - Goizueta Business School
BBA, Finance
Matt Kim's Jefferies & Company Experience December 2012 - Present
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company December 2012 - Present
Jefferies & Company July 2009 - December 2012
UBS Investment Bank July 2006 - July 2009
UBS July 2003 - July 2006
Skills
LBO, Financial Modeling, Valuation, Capital Markets, Investment Banking
Education
Duke University 1999 — 2003
B.S., Economics and Biology
Jefferies & Company December 2012 - Present
Jefferies & Company July 2009 - December 2012
UBS Investment Bank July 2006 - July 2009
UBS July 2003 - July 2006
Skills
LBO, Financial Modeling, Valuation, Capital Markets, Investment Banking
Education
Duke University 1999 — 2003
B.S., Economics and Biology
Ian L. Ross's Jefferies & Company Experience December 2007 - September 2009
Job Managing Director at Triangle Capital Group, President at The Asperger's Awareness Council
Industry Real Estate
Experience
Triangle Capital Group, LLC August 2009 - Present
Community Board 5 April 2015 - Present
The Asperger's Awareness Council August 2009 - Present
Jefferies & Company December 2007 - September 2009
Morgan Stanley June 2007 - September 2007
Skills
CMBS, Portfolio Management, Investment Banking, Real Estate, Equities, Commercial Real Estate, Loans, Securitization, Investment Properties, Mezzanine, Banking, Valuation, Private Equity
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA - Executive
Emory University - Goizueta Business School
BBA, Finance, Real Estate, Chinese
Brentwood High School
Triangle Capital Group, LLC August 2009 - Present
Community Board 5 April 2015 - Present
The Asperger's Awareness Council August 2009 - Present
Jefferies & Company December 2007 - September 2009
Morgan Stanley June 2007 - September 2007
Skills
CMBS, Portfolio Management, Investment Banking, Real Estate, Equities, Commercial Real Estate, Loans, Securitization, Investment Properties, Mezzanine, Banking, Valuation, Private Equity
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA - Executive
Emory University - Goizueta Business School
BBA, Finance, Real Estate, Chinese
Brentwood High School
Jason Roelke's Jefferies & Company Experience October 2008 - Present
Job MD at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company October 2008 - Present
Lehman Brothers April 2002 - October 2008
Citi 1996 - 2002
Education
Dartmouth College 1991 — 1995
BA, English
Jefferies & Company October 2008 - Present
Lehman Brothers April 2002 - October 2008
Citi 1996 - 2002
Education
Dartmouth College 1991 — 1995
BA, English
Tara A. Cone's Jefferies & Company Experience April 2002 - Present
Job Managing Director at Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company April 2002 - Present
ABN AMRO Bank N.V. 2000 - 2002
Prudential 1998 - 2000
Furman Selz 1996 - 1998
Skills
Equities, Hedge Funds, Capital Markets, Bloomberg, Series 7, Alternative Investments, Investment Banking, Fixed Income, Equity Research, Valuation, Series 63, Private Equity, Securities, Trading, Asset Management, Financial Modeling, Investments, Derivatives, Equity Derivatives, Options, Portfolio Management, Structured Products
Education
Dickinson College 1992 — 1996
Bachelor of Arts (B.A.), International/Global Studies
Convent of the Sacred Heart 1989 — 1992
Jefferies & Company April 2002 - Present
ABN AMRO Bank N.V. 2000 - 2002
Prudential 1998 - 2000
Furman Selz 1996 - 1998
Skills
Equities, Hedge Funds, Capital Markets, Bloomberg, Series 7, Alternative Investments, Investment Banking, Fixed Income, Equity Research, Valuation, Series 63, Private Equity, Securities, Trading, Asset Management, Financial Modeling, Investments, Derivatives, Equity Derivatives, Options, Portfolio Management, Structured Products
Education
Dickinson College 1992 — 1996
Bachelor of Arts (B.A.), International/Global Studies
Convent of the Sacred Heart 1989 — 1992
Jason Philosophos's Jefferies & Company Experience June 2003 - August 2003
Job Vice President, US Equity Sales at Macquarie Group
Industry Financial Services
Experience
Macquarie Group November 2014 - Present
Sidoti and Company April 2013 - Present
Sidoti February 2005 - Present
Jefferies & Company June 2003 - August 2003
Skills
Series 7, Equities, Series 63, Equity Research, Investments, Bloomberg, Financial Modeling, Securities, Valuation, Capital Markets, Hedge Funds, Portfolio Management, Financial Analysis, Asset Managment, Trading, Equity Valuation, Alternative Investments, Mutual Funds, Relationship Management
Education
Florida State University - College of Business 2000 — 2003
Bachelor of Science (BS), Finance, General
Macquarie Group November 2014 - Present
Sidoti and Company April 2013 - Present
Sidoti February 2005 - Present
Jefferies & Company June 2003 - August 2003
Skills
Series 7, Equities, Series 63, Equity Research, Investments, Bloomberg, Financial Modeling, Securities, Valuation, Capital Markets, Hedge Funds, Portfolio Management, Financial Analysis, Asset Managment, Trading, Equity Valuation, Alternative Investments, Mutual Funds, Relationship Management
Education
Florida State University - College of Business 2000 — 2003
Bachelor of Science (BS), Finance, General
Isabel Zakoscielny's Jefferies & Company Experience April 2013 - Present
Job Corporate Access at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company April 2013 - Present
Morgan Stanley May 2004 - March 2013
Education
Felician College 2002 — 2006
Jefferies & Company April 2013 - Present
Morgan Stanley May 2004 - March 2013
Education
Felician College 2002 — 2006
Weinstein, Justin's Jefferies & Company Experience February 2011 - Present
Job FX Hedge Fund Sales Jefferies Bache
Industry Financial Services
Experience
Jefferies & Company February 2011 - Present
Education
Dartmouth College 1999 — 2003
Brunswick/GA
GCDS
Jefferies & Company February 2011 - Present
Education
Dartmouth College 1999 — 2003
Brunswick/GA
GCDS
Brian Schnabel's Jefferies & Company Experience March 2005 - June 2006
Job Associate Investment Management
Industry Investment Management
Experience
Capital Group September 2010 - Present
Korn/Ferry International October 2007 - November 2008
Jefferies & Company March 2005 - June 2006
Cowen and Company March 2001 - March 2005
Goldman Sachs January 1995 - July 1998
Education
Duke University 1983 — 1987
Bachelor of Science, Computer Science
Capital Group September 2010 - Present
Korn/Ferry International October 2007 - November 2008
Jefferies & Company March 2005 - June 2006
Cowen and Company March 2001 - March 2005
Goldman Sachs January 1995 - July 1998
Education
Duke University 1983 — 1987
Bachelor of Science, Computer Science
Robert Calice's Jefferies & Company Experience VPBNY ConvergEx1996 - 2006
Job V.P. Jefferies & Company,Inc.
Industry Financial Services
Experience
Jefferies & Company VPBNY ConvergEx1996 - 2006
BNY Brokerage 1996 - 2006
Education
Fairleigh Dickinson University 1992 — 1996
Jefferies & Company VPBNY ConvergEx1996 - 2006
BNY Brokerage 1996 - 2006
Education
Fairleigh Dickinson University 1992 — 1996
Susan Bonsell's Jefferies & Company Experience June 2011 - Present
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2011 - Present
Deutsche Bank Securities May 2003 - March 2011
JP Morgan September 1999 - April 2003
Skills
Investments, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Equities, Valuation, Derivatives, Structured Products, Alternative Investments, Private Equity, Bloomberg, Asset Management, Structured Finance, Trading, Securities
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA)
Duke University 1986 — 1990
BA
Jefferies & Company June 2011 - Present
Deutsche Bank Securities May 2003 - March 2011
JP Morgan September 1999 - April 2003
Skills
Investments, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Equities, Valuation, Derivatives, Structured Products, Alternative Investments, Private Equity, Bloomberg, Asset Management, Structured Finance, Trading, Securities
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA)
Duke University 1986 — 1990
BA
Rory Corrigan's Jefferies & Company Experience 1978 - 2002
Job Board Chair, The Land Conservancy of New Jersey
Industry Financial Services
Experience
The Land conservancy of New Jersey January 2007 - Present
Drew university January 2000 - Present
Jefferies & Company 1978 - 2002
Skills
Public Speaking, Mergers, Fundraising, Non-profits, Real Estate, Alternative Investments, Microsoft Excel, Bloomberg, Options, Venture Capital, Investment Banking, Equities, Research, Series 7, Due Diligence, Strategic Planning, Hedge Funds, Fixed Income, Business Strategy, PowerPoint, Portfolio Management, Investments, Microsoft Office, Microsoft Word, Corporate Finance, Event Planning, Capital Markets, Private Equity, Equity Research, Nonprofits, Annual Giving, Finance, Leadership, Financial Modeling, Mergers & Acquisitions, Strategic Financial..., Financial Markets, Financial Services, Series 63, Economics, Investor Relations, Asset Management, Securities, Investment Management, Trading, Risk Management, Bonds, Financial Analysis
Education
Drew University 1968 — 1972
BA, English
The Land conservancy of New Jersey January 2007 - Present
Drew university January 2000 - Present
Jefferies & Company 1978 - 2002
Skills
Public Speaking, Mergers, Fundraising, Non-profits, Real Estate, Alternative Investments, Microsoft Excel, Bloomberg, Options, Venture Capital, Investment Banking, Equities, Research, Series 7, Due Diligence, Strategic Planning, Hedge Funds, Fixed Income, Business Strategy, PowerPoint, Portfolio Management, Investments, Microsoft Office, Microsoft Word, Corporate Finance, Event Planning, Capital Markets, Private Equity, Equity Research, Nonprofits, Annual Giving, Finance, Leadership, Financial Modeling, Mergers & Acquisitions, Strategic Financial..., Financial Markets, Financial Services, Series 63, Economics, Investor Relations, Asset Management, Securities, Investment Management, Trading, Risk Management, Bonds, Financial Analysis
Education
Drew University 1968 — 1972
BA, English
anindya chatterjee's Jefferies & Company Experience May 2006 - April 2008
Job Senior Portfolio Manager at City National Rochdale Investment Management
Industry Financial Services
Experience
City National Rochdale April 2011 - Present
IIFL Inc., New York March 2009 - March 2011
American Oriental Bioengineering May 2008 - May 2009
Jefferies & Company May 2006 - April 2008
Bear Stearns 2004 - 2006
IDEAglobal 2001 - 2004
ANZ Investment Bank 1998 - 2000
NatWest Markets 1996 - 1998
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
Delhi School of Economics
Don Bosco School, Park Circus
City National Rochdale April 2011 - Present
IIFL Inc., New York March 2009 - March 2011
American Oriental Bioengineering May 2008 - May 2009
Jefferies & Company May 2006 - April 2008
Bear Stearns 2004 - 2006
IDEAglobal 2001 - 2004
ANZ Investment Bank 1998 - 2000
NatWest Markets 1996 - 1998
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
Delhi School of Economics
Don Bosco School, Park Circus
Kassey Oulhadj's Jefferies & Company Experience January 2013 - September 2014
Job Strategic Development at Jefferies & Founder at Automated Compliance Management
Industry Financial Services
Experience
Automated Compliance Management December 2012 - Present
Jefferies & Company January 2013 - September 2014
Newedge December 2010 - July 2012
Newedge Group January 2008 - 2010
Fimat January 2006 - January 2008
Refco October 2001 - December 2005
Skills
Hedge Funds, Electronic Trading, Trading Systems, Fixed Income, Derivatives, Market Data, FX Options, Product Management, Exchange Connectivity, Equity Derivatives, Prime Brokerage, Equities, Middle Office, Commodity, Trading, Low Latency, Financial Markets, Options
Education
DePaul University
Moulay sliman
Automated Compliance Management December 2012 - Present
Jefferies & Company January 2013 - September 2014
Newedge December 2010 - July 2012
Newedge Group January 2008 - 2010
Fimat January 2006 - January 2008
Refco October 2001 - December 2005
Skills
Hedge Funds, Electronic Trading, Trading Systems, Fixed Income, Derivatives, Market Data, FX Options, Product Management, Exchange Connectivity, Equity Derivatives, Prime Brokerage, Equities, Middle Office, Commodity, Trading, Low Latency, Financial Markets, Options
Education
DePaul University
Moulay sliman
Jason Tester's Jefferies & Company Experience 2007 - 2008
Job Chief Financial Officer
Industry Medical Devices
Experience
AcuFocus September 2008 - Present
Jefferies & Company 2007 - 2008
BNP Paribas 2004 - 2006
Andersen 1999 - 2002
Skills
Valuation, Mergers, Private Equity, Due Diligence, Financial Modeling, Financial Reporting, Mergers & Acquisitions, Corporate Finance, Investment Banking, Strategy, Financial Analysis
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance
University of Georgia - Terry College of Business 1998 — 1999
MACC, Master of Accountancy - Taxation
University of Georgia - Terry College of Business 1994 — 1998
BBA, Accounting
AcuFocus September 2008 - Present
Jefferies & Company 2007 - 2008
BNP Paribas 2004 - 2006
Andersen 1999 - 2002
Skills
Valuation, Mergers, Private Equity, Due Diligence, Financial Modeling, Financial Reporting, Mergers & Acquisitions, Corporate Finance, Investment Banking, Strategy, Financial Analysis
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance
University of Georgia - Terry College of Business 1998 — 1999
MACC, Master of Accountancy - Taxation
University of Georgia - Terry College of Business 1994 — 1998
BBA, Accounting
Spencer Beaton's Jefferies & Company Experience July 2011 - July 2015
Job FX Trader at RJ O'Brien & Associates LLC
Industry Financial Services
Experience
RJ O'Brien & Associates LLC August 2015 - Present
Jefferies & Company July 2011 - July 2015
Prudential Financial May 2005 - July 2011
Bank of America 1994 - 2005
HSBC 1986 - 1994
Skills
Hedge Funds, Fixed Income, Securities, Bloomberg, Equities, Investment Banking, Capital Markets, Valuation, Financial Modeling, Trading, Derivatives, FX Options, Financial Markets, Foreign Exchange, Currency
Education
Drexel University 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
Bachelor of Arts (B.A.), Political Science and Government
RJ O'Brien & Associates LLC August 2015 - Present
Jefferies & Company July 2011 - July 2015
Prudential Financial May 2005 - July 2011
Bank of America 1994 - 2005
HSBC 1986 - 1994
Skills
Hedge Funds, Fixed Income, Securities, Bloomberg, Equities, Investment Banking, Capital Markets, Valuation, Financial Modeling, Trading, Derivatives, FX Options, Financial Markets, Foreign Exchange, Currency
Education
Drexel University 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Jack Kuhns's Jefferies & Company Experience August 2011 - August 2012
Job Associate Analyst One at Moody's Corporation
Industry Financial Services
Experience
Moody's Investors Service July 2014 - Present
Moody's Corporation October 2012 - July 2014
Jefferies & Company August 2011 - August 2012
Jefferies & Company June 2010 - August 2010
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Equities, Bloomberg, Corporate Finance, Due Diligence, Venture Capital, Investments, Financial Analysis, Portfolio Management, Strategy, Fixed Income, Credit Analysis, Credit, Leveraged Finance, Bonds, Finance, Mergers
Education
Leonard N. Stern School of Business 2009 — 2011
Master of Business Administration, Specializations in Corporate Finance, Accounting, and Management
Georgetown University 2000 — 2004
BA, History
Moody's Investors Service July 2014 - Present
Moody's Corporation October 2012 - July 2014
Jefferies & Company August 2011 - August 2012
Jefferies & Company June 2010 - August 2010
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Equities, Bloomberg, Corporate Finance, Due Diligence, Venture Capital, Investments, Financial Analysis, Portfolio Management, Strategy, Fixed Income, Credit Analysis, Credit, Leveraged Finance, Bonds, Finance, Mergers
Education
Leonard N. Stern School of Business 2009 — 2011
Master of Business Administration, Specializations in Corporate Finance, Accounting, and Management
Georgetown University 2000 — 2004
BA, History
Bobby Rasul's Jefferies & Company Experience May 2012 - Present
Job Fixed Income at Jefferies & Company
Industry Capital Markets
Experience
Jefferies & Company May 2012 - Present
BNP Paribas July 2011 - April 2012
BNP Paribas June 2010 - August 2010
Jane Street Capital June 2007 - August 2007
Jane Street Capital September 2005 - May 2007
Education
Duke University 2007 — 2011
B.S., Economics, Environmental Science
Jefferies & Company May 2012 - Present
BNP Paribas July 2011 - April 2012
BNP Paribas June 2010 - August 2010
Jane Street Capital June 2007 - August 2007
Jane Street Capital September 2005 - May 2007
Education
Duke University 2007 — 2011
B.S., Economics, Environmental Science
Victor Wojtowicz's Jefferies & Company Experience 1987 - 1988
Job Private Client Advisor, JP Morgan Chase Bank, N. A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2001 - Present
Morgan Stanley 1999 - 2001
Bank of America Futures 1998 - 1999
Carr Futures, Inc. 1997 - 1998
Garban Europe Ltd. 1996 - 1997
Boland's Wine Bar 1995 - 1996
Tradition Bond Brokers, Ltd. 1992 - 1995
Marcard, Stein & Company 1990 - 1992
Jefferies & Company 1987 - 1988
Cresvale International, Inc. 1985 - 1987
Education
Berliner Sprachen Institut 1989 — 1990
Diploma, German Language
DePauw University 1976 — 1981
B.A., History
JP Morgan Chase Bank, N.A. April 2001 - Present
Morgan Stanley 1999 - 2001
Bank of America Futures 1998 - 1999
Carr Futures, Inc. 1997 - 1998
Garban Europe Ltd. 1996 - 1997
Boland's Wine Bar 1995 - 1996
Tradition Bond Brokers, Ltd. 1992 - 1995
Marcard, Stein & Company 1990 - 1992
Jefferies & Company 1987 - 1988
Cresvale International, Inc. 1985 - 1987
Education
Berliner Sprachen Institut 1989 — 1990
Diploma, German Language
DePauw University 1976 — 1981
B.A., History
Bill Zega's Jefferies & Company Experience 2011 - Present
Job VP Market Data Developer at Jefferies & Company
Industry Computer Software
Experience
Jefferies & Company 2011 - Present
Enterprise Engineering, Inc. 2009 - 2011
Goldman Sachs 2000 - 2009
Action Emco Sales 1998 - 2000
MCORP 1992 - 1998
Data Dynamics 1991 - 1992
Skills
Equities, Trading Systems, Project Management, Investment Banking, Integration, Sybase, Derivatives, DB2, SDLC, Unix, Market Data, SQL, Business Analysis, Fixed Income
Education
Fairleigh Dickinson University
BS, Computer Science
Jefferies & Company 2011 - Present
Enterprise Engineering, Inc. 2009 - 2011
Goldman Sachs 2000 - 2009
Action Emco Sales 1998 - 2000
MCORP 1992 - 1998
Data Dynamics 1991 - 1992
Skills
Equities, Trading Systems, Project Management, Investment Banking, Integration, Sybase, Derivatives, DB2, SDLC, Unix, Market Data, SQL, Business Analysis, Fixed Income
Education
Fairleigh Dickinson University
BS, Computer Science
Ben DiFabio's Jefferies & Company Experience March 2010 - Present
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company March 2010 - Present
Credit Suisse Securities (USA) LLC April 2005 - September 2008
Citigroup Corporate & Investment Bank 2003 - 2005
Bear Stearns 2000 - 2003
Skills
Fixed Income, Credit Analysis, Credit Risk, Financial Institutions, Capital Markets, Counterparty Risk
Education
Fordham University - Graduate School of Business Administration 1999 — 2000
Master of Business Administration (MBA), Finance, General, 3.8
Jefferies & Company March 2010 - Present
Credit Suisse Securities (USA) LLC April 2005 - September 2008
Citigroup Corporate & Investment Bank 2003 - 2005
Bear Stearns 2000 - 2003
Skills
Fixed Income, Credit Analysis, Credit Risk, Financial Institutions, Capital Markets, Counterparty Risk
Education
Fordham University - Graduate School of Business Administration 1999 — 2000
Master of Business Administration (MBA), Finance, General, 3.8
Jon Santemma's Jefferies & Company Experience September 2009 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company September 2009 - Present
UBS February 1999 - September 2009
Citigroup May 1995 - February 1999
Skadden Arps May 1992 - February 1995
Education
Fordham Gabelli School of Business 1987 — 1991
MBA, Business
Fordham University School of Law 1987 — 1991
JD, Law
Hamilton College 1983 — 1984
BA, History, Economics
Jefferies & Company September 2009 - Present
UBS February 1999 - September 2009
Citigroup May 1995 - February 1999
Skadden Arps May 1992 - February 1995
Education
Fordham Gabelli School of Business 1987 — 1991
MBA, Business
Fordham University School of Law 1987 — 1991
JD, Law
Hamilton College 1983 — 1984
BA, History, Economics
Ian Greenhaus's Jefferies & Company Experience July 2010 - July 2011
Job Vice President at Logen Asset Management
Industry Investment Management
Experience
Logen Asset Management July 2015 - Present
Whippoorwill Associates September 2011 - June 2015
Jefferies & Company July 2010 - July 2011
Jefferies & Company July 2007 - July 2010
Skills
Financial Modeling, Corporate Finance, Private Equity, Equities, Valuation, LBO, Hedge Funds, Bloomberg, DCF, High Yield, Equity Research, Leveraged Finance, Special Situations, Equity Valuation, Capital Markets, Investment Banking
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance, Real Estate
Logen Asset Management July 2015 - Present
Whippoorwill Associates September 2011 - June 2015
Jefferies & Company July 2010 - July 2011
Jefferies & Company July 2007 - July 2010
Skills
Financial Modeling, Corporate Finance, Private Equity, Equities, Valuation, LBO, Hedge Funds, Bloomberg, DCF, High Yield, Equity Research, Leveraged Finance, Special Situations, Equity Valuation, Capital Markets, Investment Banking
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance, Real Estate
Vijay Rawat's Jefferies & Company Experience 2009 - 2015
Job Managing Director at GrowthPoint Technology Partners
Industry Investment Banking
Experience
GrowthPoint Technology Partners 2015 - Present
Jefferies & Company 2009 - 2015
JPMorgan 2004 - 2008
Nextel 2002 - 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers & Acquisitions, Private Equity, Investment Banking, Capital Markets, Due Diligence, Management, Financial Analysis, Equities, Business Strategy, Investments, Corporate Development, Strategy, Finance
Education
George Mason University
Bachelor of Science (B.S.), Electrical and Electronics Engineering
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
University of Southern California
MS, Electrical Engineering
GrowthPoint Technology Partners 2015 - Present
Jefferies & Company 2009 - 2015
JPMorgan 2004 - 2008
Nextel 2002 - 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers & Acquisitions, Private Equity, Investment Banking, Capital Markets, Due Diligence, Management, Financial Analysis, Equities, Business Strategy, Investments, Corporate Development, Strategy, Finance
Education
George Mason University
Bachelor of Science (B.S.), Electrical and Electronics Engineering
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
University of Southern California
MS, Electrical Engineering
James Fama's Jefferies & Company Experience October 2002 - March 2003
Job IT Workstream Lead Toronto 2015
Industry Investment Banking
Experience
Contemporary Security Canada April 2014 - Present
HUNTER DICKINSON INC August 2012 - February 2014
LULULEMON ATHLETICA, April 2012 - July 2012
Aeroguard Group February 2011 - December 2011
Contemporary Security Canada June 2009 - July 2010
TELUS November 2008 - May 2009
Broadcom December 2006 - November 2008
Uniserve Communications July 2006 - November 2006
Jefferies & Company October 2002 - March 2003
Goldman Sachs November 1999 - November 2001
Skills
Computer Hardware, Active Directory, Microsoft Exchange, Hardware, Security, Technical Support, Servers, Troubleshooting, Network Administration, Operating Systems, Help Desk Support, Windows, Team Leadership
Education
Drexel University 1992 — 1997
Bachelor of Science, Computer Information Studies
Contemporary Security Canada April 2014 - Present
HUNTER DICKINSON INC August 2012 - February 2014
LULULEMON ATHLETICA, April 2012 - July 2012
Aeroguard Group February 2011 - December 2011
Contemporary Security Canada June 2009 - July 2010
TELUS November 2008 - May 2009
Broadcom December 2006 - November 2008
Uniserve Communications July 2006 - November 2006
Jefferies & Company October 2002 - March 2003
Goldman Sachs November 1999 - November 2001
Skills
Computer Hardware, Active Directory, Microsoft Exchange, Hardware, Security, Technical Support, Servers, Troubleshooting, Network Administration, Operating Systems, Help Desk Support, Windows, Team Leadership
Education
Drexel University 1992 — 1997
Bachelor of Science, Computer Information Studies
Taugh Lynch's Jefferies & Company Experience 2006 - 2008
Job VP at JPMorgan
Industry Financial Services
Experience
JPMorgan Vice PresidentJPMorgan Chase2008 - Present
Jefferies & Company 2006 - 2008
Commerzbank 2003 - 2005
State Street Bank 2002 - 2003
Deutsche Bank 2000 - 2002
Bankers Trust Company 1992 - 2000
The Bank of New York 1989 - 1992
Skills
Bloomberg, Repossessions, Securities Lending, Equities, Trading, Sales, Securities, Fixed Income, Series 7, Hedge Funds, Settlement, Capital Markets, Prime Brokerage
Education
Fordham University 1981 — 1985
BA, English
JPMorgan Vice PresidentJPMorgan Chase2008 - Present
Jefferies & Company 2006 - 2008
Commerzbank 2003 - 2005
State Street Bank 2002 - 2003
Deutsche Bank 2000 - 2002
Bankers Trust Company 1992 - 2000
The Bank of New York 1989 - 1992
Skills
Bloomberg, Repossessions, Securities Lending, Equities, Trading, Sales, Securities, Fixed Income, Series 7, Hedge Funds, Settlement, Capital Markets, Prime Brokerage
Education
Fordham University 1981 — 1985
BA, English
Derrick Wenger's Jefferies & Company Experience January 2011 - June 2011
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Bonds.com October 2012 - November 2012
Jefferies & Company January 2011 - June 2011
Jefferies & Company April 2007 - January 2011
Jefferies & Company 2000 - 2007
Forest Investment Management October 1996 - April 2000
Evergreen Funds August 1989 - June 1996
PaineWebber Group, Inc. August 1988 - August 1989
Fidelity Management & Research Co. May 1988 - August 1988
Credit Suisse August 1984 - June 1986
Skills
Hedge Funds, Equities, Investments, Portfolio Management, High Yield, Equity Research, Securities, Mutual Funds, Trading, Leveraged Finance, Alternative Investments, Convertible Bonds, Credit, Asset Management, Equity Valuation, Asset Managment, Industry Analysis, Fundamental Research, Value Investing, Fixed Income Analysis, Convertible Arbitrage, Convertible Securities, Special Situations, Arbitrage, Electronic Trading, Research, Competitive Analysis, Fixed Income, Capital Markets, Valuation, Finance, Investment Management
Education
Harvard Business School 1986 — 1988
M.B.A., Finance
Georgetown University 1979 — 1983
B.S.B.A., Major Finance, Minor Psychology
Darien High School 1976 — 1979
Goldman Sachs July 2014 - Present
Bonds.com October 2012 - November 2012
Jefferies & Company January 2011 - June 2011
Jefferies & Company April 2007 - January 2011
Jefferies & Company 2000 - 2007
Forest Investment Management October 1996 - April 2000
Evergreen Funds August 1989 - June 1996
PaineWebber Group, Inc. August 1988 - August 1989
Fidelity Management & Research Co. May 1988 - August 1988
Credit Suisse August 1984 - June 1986
Skills
Hedge Funds, Equities, Investments, Portfolio Management, High Yield, Equity Research, Securities, Mutual Funds, Trading, Leveraged Finance, Alternative Investments, Convertible Bonds, Credit, Asset Management, Equity Valuation, Asset Managment, Industry Analysis, Fundamental Research, Value Investing, Fixed Income Analysis, Convertible Arbitrage, Convertible Securities, Special Situations, Arbitrage, Electronic Trading, Research, Competitive Analysis, Fixed Income, Capital Markets, Valuation, Finance, Investment Management
Education
Harvard Business School 1986 — 1988
M.B.A., Finance
Georgetown University 1979 — 1983
B.S.B.A., Major Finance, Minor Psychology
Darien High School 1976 — 1979
John Devaney's Jefferies & Company Experience November 2012 - Present
Job International Sales Trading SVP at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company November 2012 - Present
Nomura Securities International July 2006 - October 2012
Skills
Trading, Series 63, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Equity Trading, Equities, Mutual Funds, Securities, Derivatives, Equity Research, Investments, Financial Markets, Electronic Trading, Options, Bonds, Trading Systems, Investment Banking, Series 7, Swaps, Investment Management, Emerging Markets, Proprietary Trading, Prime Brokerage, FINRA, FX Options, Asset Allocation, Portfolio Management, Commodity, Asset Management, Equity Derivatives, Structured Products, Financial Services, ETFs, Wealth Management, Hedging, Credit Derivatives, Market Data, Middle Office, Securities Lending, Investment Advisory, Interest Rate..., Trading Strategies, Equity Valuation, Currency
Education
Chaminade High School
Fordham University
Economics
Jefferies & Company November 2012 - Present
Nomura Securities International July 2006 - October 2012
Skills
Trading, Series 63, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Equity Trading, Equities, Mutual Funds, Securities, Derivatives, Equity Research, Investments, Financial Markets, Electronic Trading, Options, Bonds, Trading Systems, Investment Banking, Series 7, Swaps, Investment Management, Emerging Markets, Proprietary Trading, Prime Brokerage, FINRA, FX Options, Asset Allocation, Portfolio Management, Commodity, Asset Management, Equity Derivatives, Structured Products, Financial Services, ETFs, Wealth Management, Hedging, Credit Derivatives, Market Data, Middle Office, Securities Lending, Investment Advisory, Interest Rate..., Trading Strategies, Equity Valuation, Currency
Education
Chaminade High School
Fordham University
Economics
Yesenia Almanzar's Jefferies & Company Experience June 2008 - Present
Job SOX AVP at Jefferies & Company
Industry Accounting
Experience
Jefferies & Company June 2008 - Present
Merrill Lynch September 2006 - May 2008
Price Waterhouse Coopers September 2003 - September 2006
Education
Fairfield University 1999 — 2003
BS, Accounting
Jefferies & Company June 2008 - Present
Merrill Lynch September 2006 - May 2008
Price Waterhouse Coopers September 2003 - September 2006
Education
Fairfield University 1999 — 2003
BS, Accounting
Rod Murray's Jefferies & Company Experience November 2008 - Present
Job at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company November 2008 - Present
Bear Stearns October 1992 - July 2008
Skills
Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Equities, Investment Banking, Securities, Derivatives, Structured Finance, Structured Products, Bonds, Bloomberg, Prime Brokerage, Credit Derivatives, Securities Lending, Swaps
Education
St. John's University School of Law 1982 — 1985
JD, Law
Fordham University 1978 — 1982
BA, Political Science
Jefferies & Company November 2008 - Present
Bear Stearns October 1992 - July 2008
Skills
Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Equities, Investment Banking, Securities, Derivatives, Structured Finance, Structured Products, Bonds, Bloomberg, Prime Brokerage, Credit Derivatives, Securities Lending, Swaps
Education
St. John's University School of Law 1982 — 1985
JD, Law
Fordham University 1978 — 1982
BA, Political Science
Tom Graziano's Jefferies & Company Experience July 2006 - Present
Job Managing Director
Industry Investment Banking
Experience
Jefferies & Company July 2006 - Present
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance
Fairfield University 1988 — 1992
BS, Finance
Jefferies & Company July 2006 - Present
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance
Fairfield University 1988 — 1992
BS, Finance
Sandra Sicilia's Jefferies & Company Experience June 2010 - Present
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2010 - Present
Morgan Stanley August 2004 - June 2010
AXA Equitable March 2002 - August 2004
Ernst & Young October 1995 - March 2002
Skills
Derivatives, Financial Modeling, Capital Markets, Finance, Fixed Income, Mergers & Acquisitions, Investment Banking, Hedge Funds, Corporate Finance, Equities
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
Fordham University 1991 — 1995
BS, Accounting
Jefferies & Company June 2010 - Present
Morgan Stanley August 2004 - June 2010
AXA Equitable March 2002 - August 2004
Ernst & Young October 1995 - March 2002
Skills
Derivatives, Financial Modeling, Capital Markets, Finance, Fixed Income, Mergers & Acquisitions, Investment Banking, Hedge Funds, Corporate Finance, Equities
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
Fordham University 1991 — 1995
BS, Accounting
Chris Liljestrand's Jefferies & Company Experience October 2008 - February 2014
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Liberty Mutual Insurance February 2014 - June 2015
Jefferies & Company October 2008 - February 2014
HSBC Securities March 1998 - August 2008
Chicago Futures Group 1996 - 1998
Refco 1992 - 1996
Skills
Property & Casualty..., Account Management, Life Insurance, Umbrella Insurance, Options, Presentation Skills, Trading Systems, Commodity, Trading, Equities, Derivatives, Electronic Trading, Hedging, Currency, Financial Markets, Hedge Funds, Fixed Income, Trading Strategies, Technical Analysis, Bloomberg, Equity Derivatives, Series 7, Proprietary Trading, FX Options, Managed Futures, Swaps, Traders, FINRA, Mentoring New Hires
Education
Eastern Illinois University 1988 — 1992
Business, Finance
Montini Catholic High School 1984 — 1988
Lewis University
MBA, Concentration Finance
Morgan Stanley July 2015 - Present
Liberty Mutual Insurance February 2014 - June 2015
Jefferies & Company October 2008 - February 2014
HSBC Securities March 1998 - August 2008
Chicago Futures Group 1996 - 1998
Refco 1992 - 1996
Skills
Property & Casualty..., Account Management, Life Insurance, Umbrella Insurance, Options, Presentation Skills, Trading Systems, Commodity, Trading, Equities, Derivatives, Electronic Trading, Hedging, Currency, Financial Markets, Hedge Funds, Fixed Income, Trading Strategies, Technical Analysis, Bloomberg, Equity Derivatives, Series 7, Proprietary Trading, FX Options, Managed Futures, Swaps, Traders, FINRA, Mentoring New Hires
Education
Eastern Illinois University 1988 — 1992
Business, Finance
Montini Catholic High School 1984 — 1988
Lewis University
MBA, Concentration Finance
David Cooperman's Jefferies & Company Experience September 2002 - August 2010
Job Sales and Trading
Industry Investment Banking
Experience
Vertical Group . June 2015 - Present
Vandham Securities January 2014 - Present
Imperial Capital Bank December 2012 - April 2013
UBS Investment Bank October 2010 - November 2012
Jefferies & Company September 2002 - August 2010
Herzog Heine Geduld / Merrill Lynch March 1999 - June 2002
Franklin Mutual Advisors October 1998 - February 1999
Franklin Templeton Investments June 1996 - October 1998
Mutual Series Funds, Inc. June 1989 - June 1996
Skills
Equities, Series 7, Capital Markets, Fixed Income, Trading, Series 63, Bloomberg, Equity Trading, Equity Research, Credit, Electronic Trading, Series 24, Hedge Funds, Market Making, Securities, Investment Banking, Trading Systems, Options, Proprietary Trading, Interest Rate..., FINRA, Bonds, Financial Markets, Prime Brokerage, Buy-side, ETFs, Hedging, Investments, Portfolio Management, Equity Derivatives, High Yield, Mutual Funds, Trading Strategies, Structured Products, Derivatives, Financial Risk, Special Situations
Education
Drew University 1985 — 1989
Drew University
Vertical Group . June 2015 - Present
Vandham Securities January 2014 - Present
Imperial Capital Bank December 2012 - April 2013
UBS Investment Bank October 2010 - November 2012
Jefferies & Company September 2002 - August 2010
Herzog Heine Geduld / Merrill Lynch March 1999 - June 2002
Franklin Mutual Advisors October 1998 - February 1999
Franklin Templeton Investments June 1996 - October 1998
Mutual Series Funds, Inc. June 1989 - June 1996
Skills
Equities, Series 7, Capital Markets, Fixed Income, Trading, Series 63, Bloomberg, Equity Trading, Equity Research, Credit, Electronic Trading, Series 24, Hedge Funds, Market Making, Securities, Investment Banking, Trading Systems, Options, Proprietary Trading, Interest Rate..., FINRA, Bonds, Financial Markets, Prime Brokerage, Buy-side, ETFs, Hedging, Investments, Portfolio Management, Equity Derivatives, High Yield, Mutual Funds, Trading Strategies, Structured Products, Derivatives, Financial Risk, Special Situations
Education
Drew University 1985 — 1989
Drew University
Damon Di Salvatore's Jefferies & Company Experience September 2006 - December 2011
Job Managing Director at Cowen Group
Industry Financial Services
Experience
Cowen and Company February 2012 - Present
Jefferies & Company September 2006 - December 2011
RBC Capital Markets February 2001 - December 2004
Needham & Company May 1997 - February 2001
Gerard Klauer Mattison & Co August 1992 - April 1997
Education
Fairfield University 1987 — 1991
BS, Business mangement
Cowen and Company February 2012 - Present
Jefferies & Company September 2006 - December 2011
RBC Capital Markets February 2001 - December 2004
Needham & Company May 1997 - February 2001
Gerard Klauer Mattison & Co August 1992 - April 1997
Education
Fairfield University 1987 — 1991
BS, Business mangement
Jerry Timmons's Jefferies & Company Experience 2004 - 2006
Job Chief Compliance Officer Swap Dealer at KeyBank
Industry Financial Services
Experience
KeyBank November 2013 - Present
KeyBanc Capital Markets September 2008 - Present
BNP Paribas 2006 - 2008
Jefferies & Company 2004 - 2006
Banc of America Securities 1999 - 2003
Merrill Lynch 1995 - 2000
NYSE 1992 - 1995
Kemper Clearing Corp. 1988 - 1992
NYSE 1983 - 1988
NASD 1981 - 1983
Skills
Fixed Income, Securities, Capital Markets, Series 7, FINRA, Derivatives, Series 63, Series 24, Investment Banking
Education
Fordham University 1981 — 1984
MBA, Finance
St. Francis College 1975 — 1980
BS, Management
St. Francis Prep 1970 — 1974
KeyBank November 2013 - Present
KeyBanc Capital Markets September 2008 - Present
BNP Paribas 2006 - 2008
Jefferies & Company 2004 - 2006
Banc of America Securities 1999 - 2003
Merrill Lynch 1995 - 2000
NYSE 1992 - 1995
Kemper Clearing Corp. 1988 - 1992
NYSE 1983 - 1988
NASD 1981 - 1983
Skills
Fixed Income, Securities, Capital Markets, Series 7, FINRA, Derivatives, Series 63, Series 24, Investment Banking
Education
Fordham University 1981 — 1984
MBA, Finance
St. Francis College 1975 — 1980
BS, Management
St. Francis Prep 1970 — 1974
Brian Stenson's Jefferies & Company Experience July 2006 - November 2008
Job Operations Specialist at Legent Clearing
Industry Financial Services
Experience
Legent Clearing October 2008 - Present
Jefferies & Company July 2006 - November 2008
UBS Global Asset Management December 2007 - October 2008
NFJ 2003 - 2006
Fimat August 2002 - August 2003
Jefferies 1995 - 2002
Education
Eastern Illinois University 1989 — 1990
Legent Clearing October 2008 - Present
Jefferies & Company July 2006 - November 2008
UBS Global Asset Management December 2007 - October 2008
NFJ 2003 - 2006
Fimat August 2002 - August 2003
Jefferies 1995 - 2002
Education
Eastern Illinois University 1989 — 1990
Judith Lyon's Jefferies & Company Experience April 2010 - October 2012
Job Business Development Director LongView Wealth Management
Industry Investment Management
Experience
LongView Wealth Management October 2014 - Present
Jefferies & Company April 2010 - October 2012
J&W Seligman 1990 - 2009
Skills
Series 7, Series 63, Series 24, Territory Management, Sales Force Development, FINRA, Hedge Funds, Alternative Investments, Separately Managed..., Mutual Funds, ETFs, ETF
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Drake University Law School
Juris Doctor, Law
Saint Olaf College
BA
LongView Wealth Management October 2014 - Present
Jefferies & Company April 2010 - October 2012
J&W Seligman 1990 - 2009
Skills
Series 7, Series 63, Series 24, Territory Management, Sales Force Development, FINRA, Hedge Funds, Alternative Investments, Separately Managed..., Mutual Funds, ETFs, ETF
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Drake University Law School
Juris Doctor, Law
Saint Olaf College
BA
Richard Reubenstone's Jefferies & Company Experience March 2009 - May 2010
Job Managing Director at Seaport Global
Industry Investment Banking
Experience
Seaport Global September 2013 - Present
Collaborizm: www.collaborizm.com 2010 - Present
UBS Investment Bank June 2010 - November 2012
Jefferies & Company March 2009 - May 2010
Merrill Lynch June 1993 - February 2009
Skills
Hedge Funds, Fixed Income, Credit, High Yield, Capital Markets, Options, Leveraged Finance, Bonds, Entrepreneurship, Distressed Debt, Start-up Consulting, Start-ups, Resume Writing, Creative Writing, Communication, Investments
Education
Emory University - Goizueta Business School 1979 — 1983
M.B.A.
Emory University School of Law 1979 — 1983
J.D., Tax Law
Union College 1975 — 1979
B.A., Major: Political Science; Minor: Spanish
Seaport Global September 2013 - Present
Collaborizm: www.collaborizm.com 2010 - Present
UBS Investment Bank June 2010 - November 2012
Jefferies & Company March 2009 - May 2010
Merrill Lynch June 1993 - February 2009
Skills
Hedge Funds, Fixed Income, Credit, High Yield, Capital Markets, Options, Leveraged Finance, Bonds, Entrepreneurship, Distressed Debt, Start-up Consulting, Start-ups, Resume Writing, Creative Writing, Communication, Investments
Education
Emory University - Goizueta Business School 1979 — 1983
M.B.A.
Emory University School of Law 1979 — 1983
J.D., Tax Law
Union College 1975 — 1979
B.A., Major: Political Science; Minor: Spanish
Allison Ronan's Jefferies & Company Experience October 2010 - May 2014
Job Human Resources at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group May 2014 - Present
Jefferies & Company October 2010 - May 2014
Burberry October 2008 - August 2010
Education
Fairfield University 2004 — 2008
Fortress Investment Group May 2014 - Present
Jefferies & Company October 2010 - May 2014
Burberry October 2008 - August 2010
Education
Fairfield University 2004 — 2008
Albert Lin's Jefferies & Company Experience 2009 - 2012
Job Consumer Retail Sector Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley June 2013 - September 2014
Jefferies & Company 2009 - 2012
UBS Investment Bank 2008 - 2009
Skills
Valuation, Equities, Investment Banking, Financial Modeling, Capital Markets, Marketing Strategy
Education
University of Michigan 2006 — 2008
BBA, Finance
Duke University 2004 — 2006
Public Policy and Economics
Morgan Stanley September 2014 - Present
Morgan Stanley June 2013 - September 2014
Jefferies & Company 2009 - 2012
UBS Investment Bank 2008 - 2009
Skills
Valuation, Equities, Investment Banking, Financial Modeling, Capital Markets, Marketing Strategy
Education
University of Michigan 2006 — 2008
BBA, Finance
Duke University 2004 — 2006
Public Policy and Economics
Christine Geisler's Jefferies & Company Experience March 2008 - Present
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company March 2008 - Present
Morgan Stanley 1993 - 2008
Morgan Stanley (New York, NY) 1993 - 2008
Ernst & Young October 1990 - May 1993
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
University at Albany, SUNY
BS, Accounting
Jefferies & Company March 2008 - Present
Morgan Stanley 1993 - 2008
Morgan Stanley (New York, NY) 1993 - 2008
Ernst & Young October 1990 - May 1993
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
University at Albany, SUNY
BS, Accounting
Serge Canizares's Jefferies & Company Experience February 2000 - May 2009
Job Director at Societe Generale
Industry Financial Services
Experience
Societe Generale April 2012 - Present
Société Générale Corporate and Investment Banking 2009 - March 2012
Jefferies & Company February 2000 - May 2009
Skills
Fidessa, C++, Python, SQL, Program Trading, algorithmic trading, Electronic Trading, Linux, Linux System..., Flextrade, FIX, Trading, Trading System, Equity Derivatives, Trading Systems, Algorithms, Market Data, Trading Strategies, Perl, Equity Trading, Financial Markets, Equities
Education
Michigan State University 1997 — 1999
MS, Mathematics
Eastern Michigan University 1995 — 1997
MA, English Literature and Language
Virginia Polytechnic Institute and State University 1991 — 1995
BA, English
Societe Generale April 2012 - Present
Société Générale Corporate and Investment Banking 2009 - March 2012
Jefferies & Company February 2000 - May 2009
Skills
Fidessa, C++, Python, SQL, Program Trading, algorithmic trading, Electronic Trading, Linux, Linux System..., Flextrade, FIX, Trading, Trading System, Equity Derivatives, Trading Systems, Algorithms, Market Data, Trading Strategies, Perl, Equity Trading, Financial Markets, Equities
Education
Michigan State University 1997 — 1999
MS, Mathematics
Eastern Michigan University 1995 — 1997
MA, English Literature and Language
Virginia Polytechnic Institute and State University 1991 — 1995
BA, English
Annette Grimaldi's Jefferies & Company Experience March 2005 - November 2009
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2009 - Present
Jefferies & Company March 2005 - November 2009
Cowen and Company April 1995 - March 2005
Goldman Sachs August 1989 - April 1995
Goldman Sachs August 1985 - June 1987
Skills
Venture Capital, Public and Private..., Strategic Advisory, Lifesciences, Biotechnology, Investment Banking, Corporate Development, Private Equity, Due Diligence, IPO, Private Placements, Valuation, Mergers, Financial Modeling, Acquisition Integration, Acquisitions, Alternative Investments, Asset Management, Business Development, Business Planning, Business Strategy, Business Valuation, Capital Markets, Capital Raising, Competitive Analysis, Corporate Finance, Corporate Governance, Divestitures, Emerging Markets, Entrepreneurship, Equities, Equity Capital Markets, Equity Research, Equity Valuation, Executive Management, Finance, Financial Analysis, Financial Services, Financial Structuring, Funding, Hedge Funds, Investments, Investor Relations, Joint Ventures, LBO, Leveraged Finance, Life Sciences, M, Market Analysis, Market Research
Education
Georgetown University
MSFS, International Economics and Japanese
University of Pennsylvania - The Wharton School
MBA, Finance
University of Pennsylvania Graduate School
MA, International Studies, Japanese
BMO Capital Markets December 2009 - Present
Jefferies & Company March 2005 - November 2009
Cowen and Company April 1995 - March 2005
Goldman Sachs August 1989 - April 1995
Goldman Sachs August 1985 - June 1987
Skills
Venture Capital, Public and Private..., Strategic Advisory, Lifesciences, Biotechnology, Investment Banking, Corporate Development, Private Equity, Due Diligence, IPO, Private Placements, Valuation, Mergers, Financial Modeling, Acquisition Integration, Acquisitions, Alternative Investments, Asset Management, Business Development, Business Planning, Business Strategy, Business Valuation, Capital Markets, Capital Raising, Competitive Analysis, Corporate Finance, Corporate Governance, Divestitures, Emerging Markets, Entrepreneurship, Equities, Equity Capital Markets, Equity Research, Equity Valuation, Executive Management, Finance, Financial Analysis, Financial Services, Financial Structuring, Funding, Hedge Funds, Investments, Investor Relations, Joint Ventures, LBO, Leveraged Finance, Life Sciences, M, Market Analysis, Market Research
Education
Georgetown University
MSFS, International Economics and Japanese
University of Pennsylvania - The Wharton School
MBA, Finance
University of Pennsylvania Graduate School
MA, International Studies, Japanese
Frank Mallozzi's Jefferies & Company Experience June 2006 - December 2009
Job Director, Product Management at Financial Automation Systems
Industry Financial Services
Experience
Financial Automation April 2011 - Present
Deutsche Bank January 2010 - December 2010
Jefferies & Company June 2006 - December 2009
Bank of America October 1996 - June 2006
Skills
Electronic Trading, Equities, Prime Brokerage, Hedge Funds, Equity Trading, Trading, Capital Markets, Series 7, Series 63, Trading Systems, Equity Research, Series 24, Derivatives, Options, IT Operations, Investment Banking, Portfolio Management, Bloomberg
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
Saint John's University 1980 — 1984
BS, Computer Science
Columbia University, New York N. Y
Financial Automation April 2011 - Present
Deutsche Bank January 2010 - December 2010
Jefferies & Company June 2006 - December 2009
Bank of America October 1996 - June 2006
Skills
Electronic Trading, Equities, Prime Brokerage, Hedge Funds, Equity Trading, Trading, Capital Markets, Series 7, Series 63, Trading Systems, Equity Research, Series 24, Derivatives, Options, IT Operations, Investment Banking, Portfolio Management, Bloomberg
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
Saint John's University 1980 — 1984
BS, Computer Science
Columbia University, New York N. Y
Robert Bayer's Jefferies & Company Experience July 2010 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2010 - Present
Oppenheimer & Co. February 2010 - August 2010
Merrill Lynch January 1999 - April 2009
TD Securities February 1998 - November 1998
J.P. Morgan July 1993 - January 1998
Education
Drexel University 1988 — 1993
BS, Finance and Accounting
Jefferies & Company July 2010 - Present
Oppenheimer & Co. February 2010 - August 2010
Merrill Lynch January 1999 - April 2009
TD Securities February 1998 - November 1998
J.P. Morgan July 1993 - January 1998
Education
Drexel University 1988 — 1993
BS, Finance and Accounting
Barbara Flessas's Jefferies & Company Experience December 2011 - Present
Job Employment Law Attorney
Industry Law Practice
Experience
Jefferies & Company December 2011 - Present
Pepsi Beverages Company February 2011 - July 2011
Madison Square Garden 2009 - 2009
Ryan Beck & Co. April 2003 - January 2008
Bristol-Myers Squibb 2008 - 2008
UBS (f/k/a UBS PaineWebber, Inc.) January 1998 - July 2001
Skills
Human Resources, Discrimination, Litigation, Employment Law, Arbitration, Employee Relations, Employment..., Legal Research, Training, Legal Writing, Management
Education
Fordham University School of Law
J.D.
Franklin & Marshall College
Bachelor of Arts (B.A.), Philosophy
Montclair Kimberley Academy
Jefferies & Company December 2011 - Present
Pepsi Beverages Company February 2011 - July 2011
Madison Square Garden 2009 - 2009
Ryan Beck & Co. April 2003 - January 2008
Bristol-Myers Squibb 2008 - 2008
UBS (f/k/a UBS PaineWebber, Inc.) January 1998 - July 2001
Skills
Human Resources, Discrimination, Litigation, Employment Law, Arbitration, Employee Relations, Employment..., Legal Research, Training, Legal Writing, Management
Education
Fordham University School of Law
J.D.
Franklin & Marshall College
Bachelor of Arts (B.A.), Philosophy
Montclair Kimberley Academy
Erin S. James's Jefferies & Company Experience June 2010 - August 2010
Job Leveraged Finance
Industry Financial Services
Experience
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey June 2011 - March 2015
Jefferies & Company June 2010 - August 2010
Bank of America June 2007 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Bloomberg, Fixed Income, Corporate Finance, Investment Banking, Capital Markets, Equities, Investments, Derivatives, Portfolio Management, Strategic Financial..., Asset Managment, Bonds, Due Diligence, Series 7, Credit, Private Equity, Mergers & Acquisitions, Structured Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Strategic Management and Leadership; Finance; Energy
Duke University 2003 — 2007
Bachelor of Arts (B.A.), Economics
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey June 2011 - March 2015
Jefferies & Company June 2010 - August 2010
Bank of America June 2007 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Bloomberg, Fixed Income, Corporate Finance, Investment Banking, Capital Markets, Equities, Investments, Derivatives, Portfolio Management, Strategic Financial..., Asset Managment, Bonds, Due Diligence, Series 7, Credit, Private Equity, Mergers & Acquisitions, Structured Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Strategic Management and Leadership; Finance; Energy
Duke University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Joseph Posillico's Jefferies & Company Experience March 2012 - May 2015
Job Senior Vice President Energy Derivatives
Industry Oil & Energy
Scott Wark's Jefferies & Company Experience September 2000 - March 2005
Job M Financial Planning Services
Industry Financial Services
Experience
M Financial Planning Services September 2008 - Present
Summit Financial Resources - Rex Global June 2005 - September 2008
Jefferies & Company September 2000 - March 2005
Education
Fairleigh Dickinson University 1997 — 2000
B.S, Finance
Schalick High School 1992 — 1996
M Financial Planning Services September 2008 - Present
Summit Financial Resources - Rex Global June 2005 - September 2008
Jefferies & Company September 2000 - March 2005
Education
Fairleigh Dickinson University 1997 — 2000
B.S, Finance
Schalick High School 1992 — 1996
Jon Santemma's Jefferies & Company Experience September 2009 - Present
Job Global Head of Healthcare Investment Banking, Jefferies LLC
Industry Investment Banking
Experience
Jefferies & Company September 2009 - Present
Skills
Capital Markets, Private Equity, Equities, Investment Banking, Mergers
Education
Fordham University School of Law 1987 — 1991
JD/MBA
Fordham University - Graduate School of Business Administration 1987 — 1991
JD/MBA
Hamilton College 1983 — 1987
BA
Cold Spring Harbor High School
Jefferies & Company September 2009 - Present
Skills
Capital Markets, Private Equity, Equities, Investment Banking, Mergers
Education
Fordham University School of Law 1987 — 1991
JD/MBA
Fordham University - Graduate School of Business Administration 1987 — 1991
JD/MBA
Hamilton College 1983 — 1987
BA
Cold Spring Harbor High School
Nicholas Downer's Jefferies & Company Experience July 2011 - August 2012
Job Vice President at Gurtin Fixed Income Management, LLC
Industry Financial Services
Experience
Gurtin Fixed Income Management, LLC October 2012 - Present
Jefferies & Company July 2011 - August 2012
AIG SunAmerica June 2010 - August 2010
Russell Reynolds Associates January 2010 - March 2010
Education
Dartmouth College 2007 — 2011
Phillips Exeter Academy 2003 — 2006
Gurtin Fixed Income Management, LLC October 2012 - Present
Jefferies & Company July 2011 - August 2012
AIG SunAmerica June 2010 - August 2010
Russell Reynolds Associates January 2010 - March 2010
Education
Dartmouth College 2007 — 2011
Phillips Exeter Academy 2003 — 2006
Eric Geller's Jefferies & Company Experience May 2012 - Present
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2012 - Present
Citigroup July 2007 - April 2012
Skills
Trading, Investments, Fixed Income, Equities, Bonds
Education
Duke University 2003 — 2007
BSE, Mechanical Engineering
Jefferies & Company May 2012 - Present
Citigroup July 2007 - April 2012
Skills
Trading, Investments, Fixed Income, Equities, Bonds
Education
Duke University 2003 — 2007
BSE, Mechanical Engineering
Luke Justus's Jefferies & Company Experience March 2013 - October 2013
Job Associate Merchant Strategy at Castleton Commodities International
Industry Investment Banking
Experience
Castleton Commodities International October 2013 - Present
Jefferies & Company March 2013 - October 2013
Global Hunter Securities July 2012 - February 2013
Jefferies & Company September 2010 - June 2012
Clarksons February 2008 - September 2010
Skills
Capital Markets, Investment Banking, LBO, Financial Modeling, Valuation, Private Equity
Education
Davidson College 2003 — 2007
BA, Economics
Wake Forest University School of Business
Castleton Commodities International October 2013 - Present
Jefferies & Company March 2013 - October 2013
Global Hunter Securities July 2012 - February 2013
Jefferies & Company September 2010 - June 2012
Clarksons February 2008 - September 2010
Skills
Capital Markets, Investment Banking, LBO, Financial Modeling, Valuation, Private Equity
Education
Davidson College 2003 — 2007
BA, Economics
Wake Forest University School of Business
John Osburn's Jefferies & Company Experience November 2005 - March 2011
Job PeopleSoft Developer at Guess?
Industry Computer Software
Experience
Guess? February 2011 - Present
Jefferies & Company November 2005 - March 2011
Volt December 2002 - November 2005
Volt December 1999 - December 2002
Volt October 1998 - December 1999
Skills
PeopleSoft, Access, SQR, Management, Employee Benefits, Crystal Reports, Accounts Receivable, Troubleshooting, Six Sigma, Production Support, Invoicing, PeopleTools, ERP, SQL, PeopleCode, Business Analysis, Business Intelligence, Integration, JavaScript, Java, SDLC, Software Documentation, Vendor Management
Education
Fullerton College 2009 — 2013
Technical Writing, Architecture, Technical Writing
Guess? February 2011 - Present
Jefferies & Company November 2005 - March 2011
Volt December 2002 - November 2005
Volt December 1999 - December 2002
Volt October 1998 - December 1999
Skills
PeopleSoft, Access, SQR, Management, Employee Benefits, Crystal Reports, Accounts Receivable, Troubleshooting, Six Sigma, Production Support, Invoicing, PeopleTools, ERP, SQL, PeopleCode, Business Analysis, Business Intelligence, Integration, JavaScript, Java, SDLC, Software Documentation, Vendor Management
Education
Fullerton College 2009 — 2013
Technical Writing, Architecture, Technical Writing
Kevin Glodowski's Jefferies & Company Experience August 2011 - October 2012
Job Vice President at Rothschild
Industry Investment Banking
Experience
Rothschild June 2013 - Present
Rothschild November 2012 - June 2013
Jefferies & Company August 2011 - October 2012
CDG Group January 2009 - July 2011
CDG Group July 2006 - December 2008
Education
Emory University 2002 — 2006
Rothschild June 2013 - Present
Rothschild November 2012 - June 2013
Jefferies & Company August 2011 - October 2012
CDG Group January 2009 - July 2011
CDG Group July 2006 - December 2008
Education
Emory University 2002 — 2006
Matthew Rocco's Jefferies & Company Experience August 2012 - September 2013
Job Purchase and Property Unit at NJ Judiciary
Industry Pharmaceuticals
Experience
New Jersey Judiciary-Administrative Office of the Courts September 2013 - Present
Jefferies & Company August 2012 - September 2013
PharmaNet Development Group, Inc. October 2006 - July 2012
Tommy Hilfiger 2000 - 2006
Mutual of America July 1997 - August 2000
Viacom International Inc January 1989 - May 1997
NEC 1983 - 1989
Skills
Fleet Management, Procurement, Negotiation, Program Management, Global Sourcing, Vendor Management, Supply Management, Supply Chain, Supply Chain Management, Inventory Management, Logistics, Management, Budgets, Analysis, Retail, Forecasting, Outsourcing, Purchasing
Education
LIU Post 1984 — 1989
MBA, Management
Fordham University 1978 — 1982
BA, Political Science
New Jersey Judiciary-Administrative Office of the Courts September 2013 - Present
Jefferies & Company August 2012 - September 2013
PharmaNet Development Group, Inc. October 2006 - July 2012
Tommy Hilfiger 2000 - 2006
Mutual of America July 1997 - August 2000
Viacom International Inc January 1989 - May 1997
NEC 1983 - 1989
Skills
Fleet Management, Procurement, Negotiation, Program Management, Global Sourcing, Vendor Management, Supply Management, Supply Chain, Supply Chain Management, Inventory Management, Logistics, Management, Budgets, Analysis, Retail, Forecasting, Outsourcing, Purchasing
Education
LIU Post 1984 — 1989
MBA, Management
Fordham University 1978 — 1982
BA, Political Science
Jefferson Shaw's Jefferies & Company Experience December 2009 - June 2011
Job Tuck School of Business at Dartmouth
Industry Management Consulting
Experience
Monitor Deloitte June 2014 - August 2014
Boston University Investment Office July 2011 - July 2013
Jefferies & Company December 2009 - June 2011
Fidus Partners July 2008 - December 2009
Skills
Private Equity, Financial Modeling, Investment Banking, Capital Markets, Valuation, Investments, Mergers & Acquisitions, Bloomberg
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Duke University 2004 — 2008
BA, Economics
Universidad San Pablo-CEU 2006 — 2006
Monitor Deloitte June 2014 - August 2014
Boston University Investment Office July 2011 - July 2013
Jefferies & Company December 2009 - June 2011
Fidus Partners July 2008 - December 2009
Skills
Private Equity, Financial Modeling, Investment Banking, Capital Markets, Valuation, Investments, Mergers & Acquisitions, Bloomberg
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Duke University 2004 — 2008
BA, Economics
Universidad San Pablo-CEU 2006 — 2006
Brian Stenson's Jefferies & Company Experience June 2006 - November 2007
Job Trade Support Analyst at UBS Global Asset Management
Industry Investment Management
Experience
Daily Access Corporation August 2015 - Present
UBS Global Asset Management August 2010 - July 2015
Northern Trust December 2009 - August 2010
Legent Clearing October 2008 - December 2009
UBS Global Asset Management December 2007 - October 2008
Jefferies & Company June 2006 - November 2007
NFJ Investment Group August 2003 - June 2006
Fimat July 2002 - August 2003
Jefferies & Company August 1999 - June 2002
Jefferies & Company February 1995 - August 1999
Skills
Investment Management, Equities, Bloomberg, Asset Management, Mutual Funds, Investments, Bonds, Asset Allocation, Capital Markets, Options, Derivatives, Securities, Trading, Middle Office, Investment Strategies, Trading Systems
Education
Morianne Valley CC 1990 — 1991
Eastern Illinois University 1989 — 1990
Daily Access Corporation August 2015 - Present
UBS Global Asset Management August 2010 - July 2015
Northern Trust December 2009 - August 2010
Legent Clearing October 2008 - December 2009
UBS Global Asset Management December 2007 - October 2008
Jefferies & Company June 2006 - November 2007
NFJ Investment Group August 2003 - June 2006
Fimat July 2002 - August 2003
Jefferies & Company August 1999 - June 2002
Jefferies & Company February 1995 - August 1999
Skills
Investment Management, Equities, Bloomberg, Asset Management, Mutual Funds, Investments, Bonds, Asset Allocation, Capital Markets, Options, Derivatives, Securities, Trading, Middle Office, Investment Strategies, Trading Systems
Education
Morianne Valley CC 1990 — 1991
Eastern Illinois University 1989 — 1990
Xiu Li Dong's Jefferies & Company Experience July 2012 - 2015
Job Private Equity Associate at HIG Capital LLC
Industry Financial Services
Experience
H.I.G. Capital July 2015 - Present
Jefferies & Company July 2012 - 2015
Updata Partners September 2010 - February 2011
IBM March 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor’s Degree, Finance and Economics
East China Normal University 2010 — 2010
Study Abroad Program
Stonington High School
H.I.G. Capital July 2015 - Present
Jefferies & Company July 2012 - 2015
Updata Partners September 2010 - February 2011
IBM March 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor’s Degree, Finance and Economics
East China Normal University 2010 — 2010
Study Abroad Program
Stonington High School
Varun Hippalgaonkar's Jefferies & Company Experience 2011 - 2013
Job Healthcare Technology
Industry Information Technology and Services
Experience
HealthGrid 2014 - Present
Zamsolar 2013 - 2014
Jefferies & Company 2011 - 2013
Evolution Media Capital 2011 - 2011
Skills
Entrepreneurship, Healthcare Information..., Financial Modeling, Investment Banking, Business Development, Sales, Valuation, Emerging Markets, Corporate Finance, Financial Analysis, Business Strategy, Management
Education
Duke University
Public Policy, Economics
Lake Highland Preparatory School
HealthGrid 2014 - Present
Zamsolar 2013 - 2014
Jefferies & Company 2011 - 2013
Evolution Media Capital 2011 - 2011
Skills
Entrepreneurship, Healthcare Information..., Financial Modeling, Investment Banking, Business Development, Sales, Valuation, Emerging Markets, Corporate Finance, Financial Analysis, Business Strategy, Management
Education
Duke University
Public Policy, Economics
Lake Highland Preparatory School
Tim Rogan's Jefferies & Company Experience June 2011 - August 2011
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Jefferies & Company June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Fordham University 2008 — 2012
Bachelor of Science, Finance
Pittsford Mendon High School
Morgan Stanley February 2013 - Present
Jefferies & Company June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Fordham University 2008 — 2012
Bachelor of Science, Finance
Pittsford Mendon High School
Igor Pavlov's Jefferies & Company Experience July 2012 - Present
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2012 - Present
BNP Paribas February 2011 - April 2012
Citadel Investment Group August 2009 - October 2010
Morgan Stanley April 2004 - August 2010
Bear Stearns February 2001 - March 2004
JP Morgan Chase August 1998 - November 2000
Skills
Trading, Bonds, Fxed Income ETFs, CDS, High Yield
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Elon University 1992 — 1994
Bachelor's Degree, Math, Physics, Summa Cum Laude
Jefferies & Company July 2012 - Present
BNP Paribas February 2011 - April 2012
Citadel Investment Group August 2009 - October 2010
Morgan Stanley April 2004 - August 2010
Bear Stearns February 2001 - March 2004
JP Morgan Chase August 1998 - November 2000
Skills
Trading, Bonds, Fxed Income ETFs, CDS, High Yield
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Elon University 1992 — 1994
Bachelor's Degree, Math, Physics, Summa Cum Laude
John Bajus's Jefferies & Company Experience 2010 - January 2014
Job MDGlobal Head of Jefferies Electronic Trading Solutions (JETS) Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2010 - January 2014
UBS Investment Bank 2004 - 2010
State Street 2003 - 2004
Bear Stearns & Company 1994 - 2003
Skills
Electronic Trading, Investment Banking, Trading Systems, Alternative Investments, Options, Equity Derivatives, Portfolio Management, Hedge Funds, Trading, Equity Trading, Equity Research, Bonds, Commodity, Bloomberg, Equities, Series 7, Series 63, Fixed Income, Market Making, Financial Modeling, Private Equity, ETFs, Middle Office, Exchange Connectivity, High Frequency Trading, Volatility, Emerging Markets, Securities, Prime Brokerage, FINRA, Swaps, Program Trading, Trading System, Trading Strategies, Structured Products, Proprietary Trading, Sybase, Investments, Low Latency, Market Data, Fidessa, Capital Markets, Market Structure, Derivatives, FX trading, Financial Markets, FX Options, Asset Management, Series 24, Quantitative Finance
Education
Dartmouth College 1990 — 1994
Bachelor of Arts (B.A.), Government
Jefferies & Company 2010 - January 2014
UBS Investment Bank 2004 - 2010
State Street 2003 - 2004
Bear Stearns & Company 1994 - 2003
Skills
Electronic Trading, Investment Banking, Trading Systems, Alternative Investments, Options, Equity Derivatives, Portfolio Management, Hedge Funds, Trading, Equity Trading, Equity Research, Bonds, Commodity, Bloomberg, Equities, Series 7, Series 63, Fixed Income, Market Making, Financial Modeling, Private Equity, ETFs, Middle Office, Exchange Connectivity, High Frequency Trading, Volatility, Emerging Markets, Securities, Prime Brokerage, FINRA, Swaps, Program Trading, Trading System, Trading Strategies, Structured Products, Proprietary Trading, Sybase, Investments, Low Latency, Market Data, Fidessa, Capital Markets, Market Structure, Derivatives, FX trading, Financial Markets, FX Options, Asset Management, Series 24, Quantitative Finance
Education
Dartmouth College 1990 — 1994
Bachelor of Arts (B.A.), Government
William Moreno's Jefferies & Company Experience May 2009 - July 2009
Job Investment Analyst at CQS US LLC
Industry Investment Banking
Experience
CQS US LLC 2012 - Present
UBS Investment Bank 2010 - 2012
Jefferies & Company May 2009 - July 2009
JSMN International 2007 - 2008
Minnick and Moreno Consulting July 2004 - 2006
Skills
Financial Modeling, Investments, Capital Markets, Mergers, Leveraged Finance, LBO, Emerging Markets, Distressed Debt
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA)
Polytechnic Institute of NYU 2005 — 2006
MS, Financial Engineering
Polytechnic Institute of NYU 2000 — 2004
BS, Electrical Engineering
CQS US LLC 2012 - Present
UBS Investment Bank 2010 - 2012
Jefferies & Company May 2009 - July 2009
JSMN International 2007 - 2008
Minnick and Moreno Consulting July 2004 - 2006
Skills
Financial Modeling, Investments, Capital Markets, Mergers, Leveraged Finance, LBO, Emerging Markets, Distressed Debt
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA)
Polytechnic Institute of NYU 2005 — 2006
MS, Financial Engineering
Polytechnic Institute of NYU 2000 — 2004
BS, Electrical Engineering
Stephen Mindnich's Jefferies & Company Experience 1986 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Jefferies & Co September 1986 - December 2008
Jefferies & Company 1986 - 2008
L.F Rothschild Unterberg Towbin October 1980 - September 1986
Skills
Risk Management, Trading, Series 7, Equities, Series 63
Education
Fairfield University 1976 — 1980
BA, History Minor Political Science
Fairfield University 1976 — 1980
Bachelor of Arts, History
Jefferies & Co September 1986 - December 2008
Jefferies & Company 1986 - 2008
L.F Rothschild Unterberg Towbin October 1980 - September 1986
Skills
Risk Management, Trading, Series 7, Equities, Series 63
Education
Fairfield University 1976 — 1980
BA, History Minor Political Science
Fairfield University 1976 — 1980
Bachelor of Arts, History
Michelle Faughnan's Jefferies & Company Experience June 2011 - August 2011
Job IT Risk Consulting Senior Associate at KPMG
Industry Information Technology and Services
Experience
KPMG October 2015 - Present
KPMG July 2013 - September 2015
KPMG June 2012 - August 2012
Jefferies & Company June 2011 - August 2011
Skills
Chinese, Mandarin, Intercultural..., Microsoft Office, Java, PowerPoint, Data Analysis, Microsoft Excel, Research, Matlab, HTML, C++, Microsoft Word, Social Media, PHP
Education
University of Virginia 2009 — 2013
Bachelor of Science (BS), Systems Engineering, Chinese Language & Literature
East China Normal University 2010 — 2010
Chinese Language
KPMG October 2015 - Present
KPMG July 2013 - September 2015
KPMG June 2012 - August 2012
Jefferies & Company June 2011 - August 2011
Skills
Chinese, Mandarin, Intercultural..., Microsoft Office, Java, PowerPoint, Data Analysis, Microsoft Excel, Research, Matlab, HTML, C++, Microsoft Word, Social Media, PHP
Education
University of Virginia 2009 — 2013
Bachelor of Science (BS), Systems Engineering, Chinese Language & Literature
East China Normal University 2010 — 2010
Chinese Language
Kathy Daly's Jefferies & Company Experience 2005 - 2006
Job Managed Solutions Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management May 2014 - Present
Barclays Wealth and Investment Management May 2012 - April 2014
U.S Trust - Bank of America August 2011 - May 2012
U.S. Trust - Bank of America 2006 - 2011
Jefferies & Company 2005 - 2006
Merrill Lynch 2001 - 2005
Donaldson, Lufkin & Jenrette 1995 - 2001
Deloitte 1990 - 1997
Bankers Trust Co Of Sd 1991 - 1993
Skills
Financial Risk, Operational Risk..., Mutual Funds, Wealth Management..., Sarbanes-Oxley Act, Enterprise Risk..., AML, Asset Managment, Change Management, Business Strategy, ERISA, Internal Controls, Program Management, Financial Reporting, KYC, Private Equity, Private Banking, Investment Banking, Internal Audit, Management Reporting, Business Process..., Problem Solving, Strategic Planning, Auditing
Education
Florida State University
BA
Seton Hall University
MBA
Barclays Wealth and Investment Management May 2014 - Present
Barclays Wealth and Investment Management May 2012 - April 2014
U.S Trust - Bank of America August 2011 - May 2012
U.S. Trust - Bank of America 2006 - 2011
Jefferies & Company 2005 - 2006
Merrill Lynch 2001 - 2005
Donaldson, Lufkin & Jenrette 1995 - 2001
Deloitte 1990 - 1997
Bankers Trust Co Of Sd 1991 - 1993
Skills
Financial Risk, Operational Risk..., Mutual Funds, Wealth Management..., Sarbanes-Oxley Act, Enterprise Risk..., AML, Asset Managment, Change Management, Business Strategy, ERISA, Internal Controls, Program Management, Financial Reporting, KYC, Private Equity, Private Banking, Investment Banking, Internal Audit, Management Reporting, Business Process..., Problem Solving, Strategic Planning, Auditing
Education
Florida State University
BA
Seton Hall University
MBA
Francois de Brignac's Jefferies & Company Experience September 2011 - April 2015
Job US Equity Derivatives at Natixis CIB Americas
Industry Investment Banking
Experience
Jefferies & Company September 2011 - April 2015
Societe Generale April 2006 - September 2011
Deutsche Bank April 2000 - April 2006
Skills
Equity Trading, Program Trading, Equity Derivatives, Series 7, Series 63, Derivatives, Volatility, ETFs, Series 3, Series 55, Hedge Funds, Equities, Bloomberg, FINRA, Options, Electronic Trading
Education
Fordham University 1998 — 2000
Bachelor Degree, Finance
Université Panthéon Assas (Paris II) 1996 — 1998
Bachelor, Math and Stats
Gerson
Jefferies & Company September 2011 - April 2015
Societe Generale April 2006 - September 2011
Deutsche Bank April 2000 - April 2006
Skills
Equity Trading, Program Trading, Equity Derivatives, Series 7, Series 63, Derivatives, Volatility, ETFs, Series 3, Series 55, Hedge Funds, Equities, Bloomberg, FINRA, Options, Electronic Trading
Education
Fordham University 1998 — 2000
Bachelor Degree, Finance
Université Panthéon Assas (Paris II) 1996 — 1998
Bachelor, Math and Stats
Gerson
David Mastrangelo's Jefferies & Company Experience January 2011 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company January 2011 - Present
Citi January 1998 - October 2010
Salomon Brothers July 1992 - December 1997
Kidder Peabody October 1988 - August 1991
Skills
Alternative Investments, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Management, LBO, Investments, Mergers & Acquisitions, Series 7, Valuation, Private Equity, Venture Capital
Education
NYU Stern School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, General
Dickinson College 1983 — 1987
Bachelor's degree, Political Science and Government
Jefferies & Company January 2011 - Present
Citi January 1998 - October 2010
Salomon Brothers July 1992 - December 1997
Kidder Peabody October 1988 - August 1991
Skills
Alternative Investments, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Management, LBO, Investments, Mergers & Acquisitions, Series 7, Valuation, Private Equity, Venture Capital
Education
NYU Stern School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, General
Dickinson College 1983 — 1987
Bachelor's degree, Political Science and Government
Brian Davey's Jefferies & Company Experience 2006 - 2008
Job Director, Tax at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP 2013 - Present
RBS Securities Inc 2008 - 2013
Jefferies & Company 2006 - 2008
Skills
Tax Accounting, Auditing, Financial Reporting, Financial Services, International Tax
Education
Fordham Prep
Fordham Prep
Fordham University - Graduate School of Business Administration
Masters of Science, Taxation
Villanova University
Bachelor of Science (B.S.), Accounting
Grant Thornton LLP 2013 - Present
RBS Securities Inc 2008 - 2013
Jefferies & Company 2006 - 2008
Skills
Tax Accounting, Auditing, Financial Reporting, Financial Services, International Tax
Education
Fordham Prep
Fordham Prep
Fordham University - Graduate School of Business Administration
Masters of Science, Taxation
Villanova University
Bachelor of Science (B.S.), Accounting
Brian Woglom's Jefferies & Company Experience July 2008 - Present
Job equity trader at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2008 - Present
Education
Fairfield University 2004 — 2008
Bachelor of Science (BS), Finance, General
Jefferies & Company July 2008 - Present
Education
Fairfield University 2004 — 2008
Bachelor of Science (BS), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS