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
Fred Turner Fred Turner's Jefferies & Company Experience July 2006 - September 2007
Job President at Gleason Land Services, LLC
Industry Oil & Energy
Experience
Gleason Land Services, LLC September 2014 - Present
Gleason Oil & Gas, LLC January 2014 - Present
Gleason Oil & Gas, LLC November 2011 - January 2014
Red Oak Energy Partners October 2007 - October 2011
Jefferies & Company July 2006 - September 2007
Southwest Securities May 2000 - October 2006
Skills
Due Diligence, Energy, Financial Analysis, Mergers, Financial Modeling, Investments, Divestitures, Energy Industry, Natural Gas, Valuation, Acquisitions, Private Equity, Mergers & Acquisitions, Finance, Trading, Business Development, Mutual Funds, Corporate Finance, Oil & Gas Industry, Contract Negotiation, Account Reconciliation, Leases, Management, Negotiation, Asset Management, Risk Management
Education
Hampden-Sydney College 1996 — 2000
Bachelor of Arts, Managerial Economics
Highland Park High School 1992 — 1996
Gleason Land Services, LLC September 2014 - Present
Gleason Oil & Gas, LLC January 2014 - Present
Gleason Oil & Gas, LLC November 2011 - January 2014
Red Oak Energy Partners October 2007 - October 2011
Jefferies & Company July 2006 - September 2007
Southwest Securities May 2000 - October 2006
Skills
Due Diligence, Energy, Financial Analysis, Mergers, Financial Modeling, Investments, Divestitures, Energy Industry, Natural Gas, Valuation, Acquisitions, Private Equity, Mergers & Acquisitions, Finance, Trading, Business Development, Mutual Funds, Corporate Finance, Oil & Gas Industry, Contract Negotiation, Account Reconciliation, Leases, Management, Negotiation, Asset Management, Risk Management
Education
Hampden-Sydney College 1996 — 2000
Bachelor of Arts, Managerial Economics
Highland Park High School 1992 — 1996
Dennis Holtzapffel Dennis Holtzapffel's Jefferies & Company Experience April 2009 - January 2012
Job Managing Director Head of Debt Capital Markets Latin America at HAITONG
Industry Investment Banking
Experience
Jefferies & Company April 2009 - January 2012
UBS Investment Bank January 2001 - March 2009
ABN AMRO Bank September 1992 - December 2000
Skills
Capital Markets, Emerging Markets, Investment Banking, Fixed Income, Derivatives, Structured Products, Financial Markets, Structured Finance, Bonds, High Yield, Financial Institutions, Loan Origination, Latin America, Trading, Syndications, Corporate Finance
Education
Hogeschool van Utrecht 1988 — 1992
BA, Economics and Finance
Jefferies & Company April 2009 - January 2012
UBS Investment Bank January 2001 - March 2009
ABN AMRO Bank September 1992 - December 2000
Skills
Capital Markets, Emerging Markets, Investment Banking, Fixed Income, Derivatives, Structured Products, Financial Markets, Structured Finance, Bonds, High Yield, Financial Institutions, Loan Origination, Latin America, Trading, Syndications, Corporate Finance
Education
Hogeschool van Utrecht 1988 — 1992
BA, Economics and Finance
Deepan Palguna Deepan Palguna's Jefferies & Company Experience May 2012 - July 2012
Job Teaching Assistant at Purdue University
Industry Wireless
Experience
Purdue University August 2010 - Present
Jefferies & Company May 2012 - July 2012
Indian Institute of Technology, Madras July 2006 - May 2010
Skills
Signal Processing, Machine Learning, Wireless Communications..., Matlab, Data Analysis, C++, Microsoft Office, Microsoft Excel
Education
Purdue University 2010 — 2015
Indian Institute of Technology, Madras 2006 — 2010
Bachelor of Technology (BTech), Electrical Engineering
Purdue University August 2010 - Present
Jefferies & Company May 2012 - July 2012
Indian Institute of Technology, Madras July 2006 - May 2010
Skills
Signal Processing, Machine Learning, Wireless Communications..., Matlab, Data Analysis, C++, Microsoft Office, Microsoft Excel
Education
Purdue University 2010 — 2015
Indian Institute of Technology, Madras 2006 — 2010
Bachelor of Technology (BTech), Electrical Engineering
John Oakes John Oakes's Jefferies & Company Experience October 2008 - June 2009
Job MBS Passthrough Trading Manager at Incapital
Industry Capital Markets
Experience
Incapital June 2009 - Present
Jefferies & Company October 2008 - June 2009
Client First Settlement Funding December 2007 - October 2008
ABN AMRO Mortgage Capital Markets February 2002 - December 2007
Wachovia Securities July 1986 - February 2002
Wachovia Mortgage Company 1986 - 1989
Skills
Fixed Income Trading, MBS, Loans, Fixed Income, Capital Markets, Securitization, Series 7, Residential Mortgages, Trading, Bloomberg, Mortgage, Bonds, Excel, Series 24, Series 63
Education
Wake Forest University School of Business 1987 — 1989
MBA, Finance
Indiana University Bloomington 1982 — 1985
BS, Finance
Incapital June 2009 - Present
Jefferies & Company October 2008 - June 2009
Client First Settlement Funding December 2007 - October 2008
ABN AMRO Mortgage Capital Markets February 2002 - December 2007
Wachovia Securities July 1986 - February 2002
Wachovia Mortgage Company 1986 - 1989
Skills
Fixed Income Trading, MBS, Loans, Fixed Income, Capital Markets, Securitization, Series 7, Residential Mortgages, Trading, Bloomberg, Mortgage, Bonds, Excel, Series 24, Series 63
Education
Wake Forest University School of Business 1987 — 1989
MBA, Finance
Indiana University Bloomington 1982 — 1985
BS, Finance
Tracey Chu Tracey Chu's Jefferies & Company Experience September 2009 - February 2013
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2015 - Present
The Boston Consulting Group June 2014 - August 2014
Jefferies & Company September 2009 - February 2013
Morgan Joseph TriArtisan LLC September 2008 - August 2009
Goldman Sachs July 2007 - September 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Georgetown University 2004 — 2007
Bachelor of Science (B.S.), Finance, General
The Boston Consulting Group September 2015 - Present
The Boston Consulting Group June 2014 - August 2014
Jefferies & Company September 2009 - February 2013
Morgan Joseph TriArtisan LLC September 2008 - August 2009
Goldman Sachs July 2007 - September 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Georgetown University 2004 — 2007
Bachelor of Science (B.S.), Finance, General
Giselle Cheung's Jefferies & Company Experience June 2009 - August 2009
Job
Industry Information Technology and Services
Experience
Planet Labs January 2014 - Present
Doteable September 2012 - January 2014
Morgan Stanley July 2010 - August 2012
Harvard University May 2008 - December 2009
Jefferies & Company June 2009 - August 2009
Education
Harvard University 2006 — 2010
A.B.
Planet Labs January 2014 - Present
Doteable September 2012 - January 2014
Morgan Stanley July 2010 - August 2012
Harvard University May 2008 - December 2009
Jefferies & Company June 2009 - August 2009
Education
Harvard University 2006 — 2010
A.B.
Chanthi Lune Chanthi Lune's Jefferies & Company Experience July 2002 - October 2004
Job Director, Finance, Investments and Administration
Industry Nonprofit Organization Management
Experience
Thrive Foundation for Youth April 2013 - Present
Hudson September 2012 - April 2013
On Call Counsel January 2013 - February 2013
Morgan Stanley Smith Barney April 2012 - February 2013
Special Counsel February 2012 - February 2012
Spokane Superior Court June 2010 - August 2010
University Legal Assistance June 2009 - August 2009
Morgan Stanley Smith Barney (formerly Citi Smith Barney) November 2004 - July 2008
Jefferies & Company July 2002 - October 2004
Robertson Stephens November 2000 - July 2002
Skills
Legal Writing, Legal Research, Research, Wealth Management, Microsoft Office, Event Planning, Lexis, Securities, Microsoft Excel, PowerPoint, Public Speaking, Equities, Document Review, Real Estate, Corporate Law, Civil Litigation, Wills, Courts, Litigation, Westlaw, Estate Planning, Legal Issues
Education
Gonzaga University - School of Business Administration 2010 — 2011
Master of Business Administration (MBA)
Gonzaga University School of Law 2008 — 2011
Doctor of Law (JD)
University of the Pacific 1995 — 1999
Bachelor of Arts (B.A.), Political Science
Thrive Foundation for Youth April 2013 - Present
Hudson September 2012 - April 2013
On Call Counsel January 2013 - February 2013
Morgan Stanley Smith Barney April 2012 - February 2013
Special Counsel February 2012 - February 2012
Spokane Superior Court June 2010 - August 2010
University Legal Assistance June 2009 - August 2009
Morgan Stanley Smith Barney (formerly Citi Smith Barney) November 2004 - July 2008
Jefferies & Company July 2002 - October 2004
Robertson Stephens November 2000 - July 2002
Skills
Legal Writing, Legal Research, Research, Wealth Management, Microsoft Office, Event Planning, Lexis, Securities, Microsoft Excel, PowerPoint, Public Speaking, Equities, Document Review, Real Estate, Corporate Law, Civil Litigation, Wills, Courts, Litigation, Westlaw, Estate Planning, Legal Issues
Education
Gonzaga University - School of Business Administration 2010 — 2011
Master of Business Administration (MBA)
Gonzaga University School of Law 2008 — 2011
Doctor of Law (JD)
University of the Pacific 1995 — 1999
Bachelor of Arts (B.A.), Political Science
JR Plyler JR Plyler's Jefferies & Company Experience July 2011 - December 2013
Job Senior Associate Investments Group at Lennar Multifamily Communities
Industry Investment Banking
Experience
Lennar Multifamily Communities December 2013 - Present
Jefferies & Company July 2011 - December 2013
Education
Hampden-Sydney College 2007 — 2011
Lennar Multifamily Communities December 2013 - Present
Jefferies & Company July 2011 - December 2013
Education
Hampden-Sydney College 2007 — 2011
Julia Hu Julia Hu's Jefferies & Company Experience May 2012 - August 2012
Job J.D. Candidate at Yale Law School
Industry Law Practice
Experience
Bain & Company September 2013 - July 2015
Jefferies & Company May 2012 - August 2012
Kings County District Attorneys Office June 2011 - August 2011
Meikao Creative & Consulting June 2010 - August 2010
Education
Yale Law School 2015 — 2018
Juris Doctor (J.D.)
Harvard University 2009 — 2013
Bachelor’s Degree, Summa Cum Laude in Social Studies, Secondary in Computer Science
Bain & Company September 2013 - July 2015
Jefferies & Company May 2012 - August 2012
Kings County District Attorneys Office June 2011 - August 2011
Meikao Creative & Consulting June 2010 - August 2010
Education
Yale Law School 2015 — 2018
Juris Doctor (J.D.)
Harvard University 2009 — 2013
Bachelor’s Degree, Summa Cum Laude in Social Studies, Secondary in Computer Science
Alicia Warlick's Jefferies & Company Experience 2006 - 2007
Job Revenue and Product Strategy and Analytics at Pandora
Industry Internet
Experience
Pandora March 2014 - Present
Pandora November 2011 - January 2014
Ooyala 2011 - 2011
Nielsen 2009 - 2011
Stanford Graduate School of Business July 2008 - January 2009
Stanford University 2007 - 2008
Jefferies & Company 2006 - 2007
Nike 1998 - 2004
Skills
Strategy, Mobile Devices, Big Data, Statistics, Online Advertising, Competitive Analysis, Analytics, Mobile Advertising, Salesforce.com, Strategic Partnerships, Financial Modeling, Management, Statistical Analysis, Data Analysis, Salesforce, Advertising Operations, Financial Analysis, SQL, SPSS, Hive, DFP, Squash, tennis, Mathematica, XFP, Radio Advertising, Yield Management, Inventory Management, Inventory Analysis, Statistical Data..., Tableau, Product Analysis
Education
Harvard University
Bachelor's degree
Stanford University
Visiting Undergraduate
Pandora March 2014 - Present
Pandora November 2011 - January 2014
Ooyala 2011 - 2011
Nielsen 2009 - 2011
Stanford Graduate School of Business July 2008 - January 2009
Stanford University 2007 - 2008
Jefferies & Company 2006 - 2007
Nike 1998 - 2004
Skills
Strategy, Mobile Devices, Big Data, Statistics, Online Advertising, Competitive Analysis, Analytics, Mobile Advertising, Salesforce.com, Strategic Partnerships, Financial Modeling, Management, Statistical Analysis, Data Analysis, Salesforce, Advertising Operations, Financial Analysis, SQL, SPSS, Hive, DFP, Squash, tennis, Mathematica, XFP, Radio Advertising, Yield Management, Inventory Management, Inventory Analysis, Statistical Data..., Tableau, Product Analysis
Education
Harvard University
Bachelor's degree
Stanford University
Visiting Undergraduate
Brittany Flint's Jefferies & Company Experience September 2010 - July 2015
Job Jefferies LLC
Industry Investment Banking
Experience
Jefferies & Company September 2010 - July 2015
Skills
FX Options, Trading Systems, Venture Capital, Trading, M&A experience, Financial Markets, Options, Bonds, Alternative Investments, Electronic Trading, Commodity, Bloomberg Terminal, Asset Management, Market Data, Mergers, Microsoft Office, Risk Management, Prime Brokerage, Securities
Education
Iona College
Jefferies & Company September 2010 - July 2015
Skills
FX Options, Trading Systems, Venture Capital, Trading, M&A experience, Financial Markets, Options, Bonds, Alternative Investments, Electronic Trading, Commodity, Bloomberg Terminal, Asset Management, Market Data, Mergers, Microsoft Office, Risk Management, Prime Brokerage, Securities
Education
Iona College
Peter Stuart Peter Stuart's Jefferies & Company Experience October 1999 - December 2008
Job Sales Agent at Houlihan Lawrence
Industry Real Estate
Experience
Houlihan Lawrence Sales AgentKelly Associates Real Estate, Inc.August 2013 - Present
IT Technology, a US-based August 2012 - December 2014
Canaccord Financial 2010 - March 2012
FTN Financial June 2009 - January 2010
Jefferies & Company October 1999 - December 2008
Skills
Sales, Equity Trading, Trading, Guitarist, Musicians, Investments, Real Estate, Series 7, Electronic Trading, Hedge Funds, Selling, Securities, Series 63, Equities, Bloomberg
Education
Hobart College 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
NCC
Houlihan Lawrence Sales AgentKelly Associates Real Estate, Inc.August 2013 - Present
IT Technology, a US-based August 2012 - December 2014
Canaccord Financial 2010 - March 2012
FTN Financial June 2009 - January 2010
Jefferies & Company October 1999 - December 2008
Skills
Sales, Equity Trading, Trading, Guitarist, Musicians, Investments, Real Estate, Series 7, Electronic Trading, Hedge Funds, Selling, Securities, Series 63, Equities, Bloomberg
Education
Hobart College 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
NCC
Doug MacBean Doug MacBean's Jefferies & Company Experience August 2002 - February 2006
Job Director, Public Markets at California Institute of Technology
Industry Investment Management
Experience
California Institute of Technology September 2014 - Present
Nazarian Enterprises September 2013 - August 2014
Stanford Management Company November 2007 - June 2012
Jefferies & Company August 2002 - February 2006
Robertson Stephens July 1999 - July 2002
Skills
Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Investments, Equities, Asset Management, Portfolio Management, Fixed Income, Due Diligence, Capital Markets, Fund Of Funds, Private Equity, Corporate Finance, Equity Research, Investment Management, Asset Allocation
Education
Harvard University 1995 — 1999
AB, Magna Cum Laude in Government
University of California, Los Angeles - The Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Episcopal Academy 1990 — 1995
California Institute of Technology September 2014 - Present
Nazarian Enterprises September 2013 - August 2014
Stanford Management Company November 2007 - June 2012
Jefferies & Company August 2002 - February 2006
Robertson Stephens July 1999 - July 2002
Skills
Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Investments, Equities, Asset Management, Portfolio Management, Fixed Income, Due Diligence, Capital Markets, Fund Of Funds, Private Equity, Corporate Finance, Equity Research, Investment Management, Asset Allocation
Education
Harvard University 1995 — 1999
AB, Magna Cum Laude in Government
University of California, Los Angeles - The Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Episcopal Academy 1990 — 1995
J. Clark Kastner J. Clark Kastner's Jefferies & Company Experience 2009 - 2010
Job Managing Director, CIO at Weatherhelm Capital Management, LLC
Industry Financial Services
Experience
Weatherhelm Capital Management, LLC January 2015 - Present
Merrill Lynch December 2010 - January 2015
Jefferies & Company 2009 - 2010
Barclays Capital 2005 - 2008
West End Capital, Bermuda 2004 - 2005
RBS Greenwich Capital 2000 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Fixed Income, Hedge Funds, Interest Rate..., Bonds, Portfolio Management, Capital Markets, Equities, Bloomberg, Derivatives, Alternative Investments, Investment Banking, Financial Modeling, Emerging Markets
Education
London School of Economics and Political Science 2006 — 2008
MSc, Finance
Harvard College 1995 — 1999
AB, Government
The Lawrenceville School 1991 — 1995
Weatherhelm Capital Management, LLC January 2015 - Present
Merrill Lynch December 2010 - January 2015
Jefferies & Company 2009 - 2010
Barclays Capital 2005 - 2008
West End Capital, Bermuda 2004 - 2005
RBS Greenwich Capital 2000 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Fixed Income, Hedge Funds, Interest Rate..., Bonds, Portfolio Management, Capital Markets, Equities, Bloomberg, Derivatives, Alternative Investments, Investment Banking, Financial Modeling, Emerging Markets
Education
London School of Economics and Political Science 2006 — 2008
MSc, Finance
Harvard College 1995 — 1999
AB, Government
The Lawrenceville School 1991 — 1995
Jesse Burros's Jefferies & Company Experience July 2005 - February 2008
Job Vice President
Industry Investment Banking
Experience
BMO Capital Markets April 2013 - Present
GetGlue February 2012 - March 2013
Time Warner Investments April 2009 - January 2012
MTV Networks February 2008 - April 2009
Jefferies & Company July 2005 - February 2008
Skills
Digital Media, Financial Modeling, Valuation, Strategic Partnerships, Venture Capital, Start-ups, Corporate Development, Analytics, Business Development, Digital Strategy, Finance, Investment Banking, Management, Mergers, Private Equity, Strategy
Education
Harvard University 2001 — 2005
AB, Social Studies
Stuyvesant High School 1997 — 2001
BMO Capital Markets April 2013 - Present
GetGlue February 2012 - March 2013
Time Warner Investments April 2009 - January 2012
MTV Networks February 2008 - April 2009
Jefferies & Company July 2005 - February 2008
Skills
Digital Media, Financial Modeling, Valuation, Strategic Partnerships, Venture Capital, Start-ups, Corporate Development, Analytics, Business Development, Digital Strategy, Finance, Investment Banking, Management, Mergers, Private Equity, Strategy
Education
Harvard University 2001 — 2005
AB, Social Studies
Stuyvesant High School 1997 — 2001
Ajit Deshpande Ajit Deshpande's Jefferies & Company Experience June 2011 - August 2011
Job Senior Director, Marketing Business Planning at Salesforce
Industry Computer Software
Experience
Salesforce August 2015 - Present
salesforce.com April 2014 - August 2015
Kauffman Fellows Program July 2012 - June 2014
Opus Capital April 2012 - April 2014
VeloCloud Networks, Inc. December 2011 - April 2012
CalCEF Clean Energy Angel Fund August 2010 - January 2012
Jefferies & Company June 2011 - August 2011
Merlin Securities December 2010 - April 2011
Juniper Networks June 2010 - August 2010
Solyndra June 2008 - May 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA, Finance, Strategy
Stanford University 2000 — 2002
MS, Mechanical Engineering
Indian Institute of Technology, Bombay 1996 — 2000
B-Tech, Mechanical Engineering
CFA Institute
Salesforce August 2015 - Present
salesforce.com April 2014 - August 2015
Kauffman Fellows Program July 2012 - June 2014
Opus Capital April 2012 - April 2014
VeloCloud Networks, Inc. December 2011 - April 2012
CalCEF Clean Energy Angel Fund August 2010 - January 2012
Jefferies & Company June 2011 - August 2011
Merlin Securities December 2010 - April 2011
Juniper Networks June 2010 - August 2010
Solyndra June 2008 - May 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA, Finance, Strategy
Stanford University 2000 — 2002
MS, Mechanical Engineering
Indian Institute of Technology, Bombay 1996 — 2000
B-Tech, Mechanical Engineering
CFA Institute
Morgan Fauth Coleman Morgan Fauth Coleman's Jefferies & Company Experience September 2012 - March 2013
Job MBA, Georgetown University McDonough School of Business
Industry Market Research
Experience
JPMorgan Chase June 2014 - August 2014
Jefferies & Company September 2012 - March 2013
Jefferies LLC September 2010 - August 2012
Jefferies LLC November 2009 - September 2010
Alison Brod Public Relations January 2008 - July 2009
JPMorgan Chase June 2006 - August 2007
Skills
Event Management, Public Relations, Marketing, Marketing Strategy, PowerPoint, Microsoft Excel, Conference Coordination, Branding & Identity, Brand Positioning..., Entrepreneurship..., Out Of the Box, Strategy Execution, Brand Development, Strategic Public..., Consumer Marketing, Critical Thinking, Financial Analysis, Entrepreneurship, Start-ups
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Georgetown University, McDonough School of Business 2002 — 2006
B.A, Marketing and Management
JPMorgan Chase June 2014 - August 2014
Jefferies & Company September 2012 - March 2013
Jefferies LLC September 2010 - August 2012
Jefferies LLC November 2009 - September 2010
Alison Brod Public Relations January 2008 - July 2009
JPMorgan Chase June 2006 - August 2007
Skills
Event Management, Public Relations, Marketing, Marketing Strategy, PowerPoint, Microsoft Excel, Conference Coordination, Branding & Identity, Brand Positioning..., Entrepreneurship..., Out Of the Box, Strategy Execution, Brand Development, Strategic Public..., Consumer Marketing, Critical Thinking, Financial Analysis, Entrepreneurship, Start-ups
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Georgetown University, McDonough School of Business 2002 — 2006
B.A, Marketing and Management
Carla Tardi Carla Tardi's Jefferies & Company Experience August 2003 - March 2006
Job Manager, Technical Editing Department at Commonwealth of Massachusetts
Industry Investment Banking
Experience
Commonwealth of Massachusetts May 2013 - Present
Commonwealth of Massachusetts August 2011 - May 2013
MetLife August 2010 - March 2011
Pfizer, Inc. November 2009 - February 2010
Summer Street Research Partners March 2006 - August 2009
Jefferies & Company August 2003 - March 2006
TIAA-CREF September 2001 - August 2002
Fidelity Investments (FMRCo) March 1997 - August 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
Citicorp Securities Inc. January 1994 - February 1997
Skills
Microsoft Word guru, synthesize complex..., targeted content for..., knowledge-management..., functional and..., On-line Publishing..., document filing,..., Web design, development..., All Advanced Microsoft..., create new intellectual..., usable documentation..., Chicago, Economist,..., HTML and CSS, Vignette 7, MS SharePoint 7.0, Wiki, Web 2.0, InDesign, Advanced PDF, Photoshop, advanced Microsoft..., MS Outlook, Lotus Notes, PowerPoint, FrontPage, Publisher, Web Expressions, MS Paint, Corel Draw, Translate..., architecture diagrams, QA checklists, FAQs, on-line help, business proposals, Chicago style, Economist style, Wall Street Journal..., MLA style, APA style, AMA style, Technical Writing/..., Business Strategy, Copywriting, Web Design, English, Strategic Planning, Visio, RFP Generation, APA
Education
Harvard University 1998 — 2001
CPC
The School of the Art Institute of Chicago
MFA
University of Illinois at Chicago
BA
Commonwealth of Massachusetts May 2013 - Present
Commonwealth of Massachusetts August 2011 - May 2013
MetLife August 2010 - March 2011
Pfizer, Inc. November 2009 - February 2010
Summer Street Research Partners March 2006 - August 2009
Jefferies & Company August 2003 - March 2006
TIAA-CREF September 2001 - August 2002
Fidelity Investments (FMRCo) March 1997 - August 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
Citicorp Securities Inc. January 1994 - February 1997
Skills
Microsoft Word guru, synthesize complex..., targeted content for..., knowledge-management..., functional and..., On-line Publishing..., document filing,..., Web design, development..., All Advanced Microsoft..., create new intellectual..., usable documentation..., Chicago, Economist,..., HTML and CSS, Vignette 7, MS SharePoint 7.0, Wiki, Web 2.0, InDesign, Advanced PDF, Photoshop, advanced Microsoft..., MS Outlook, Lotus Notes, PowerPoint, FrontPage, Publisher, Web Expressions, MS Paint, Corel Draw, Translate..., architecture diagrams, QA checklists, FAQs, on-line help, business proposals, Chicago style, Economist style, Wall Street Journal..., MLA style, APA style, AMA style, Technical Writing/..., Business Strategy, Copywriting, Web Design, English, Strategic Planning, Visio, RFP Generation, APA
Education
Harvard University 1998 — 2001
CPC
The School of the Art Institute of Chicago
MFA
University of Illinois at Chicago
BA
Adam Bergman's Jefferies & Company Experience February 2004 - October 2010
Job Founder and CEO of Bergman Strategic Advisors
Industry Investment Banking
Experience
Bergman Strategic Advisors March 2012 - Present
Deutsche Bank Securities October 2010 - January 2012
Jefferies & Company February 2004 - October 2010
JPMorgan Chase May 2000 - February 2003
UBS April 1999 - April 2000
Rothschild October 1997 - April 1999
Skills
CleanTech, Investment Banking, Corporate Finance, Capital Raises, M&A experience, New Business Development, Cross-border..., International Business, Technology, Industrials, Cleantech, Capital, Mergers & Acquisitions, Venture Capital, Strategy, Valuation, Entrepreneurship, Investments, Strategic Partnerships, Financial Structuring, Restructuring, Executive Management, Capital Raising, Corporate Development, Finance, Private Equity, LBO, Private Placements, Growth Capital, Financial Modeling
Education
国際大学 / International University of Japan 1995 — 1997
Master of Arts (M.A.), International Development with concentrations in Economics and Trade Policy, Cumulative GPA: 3.73; graduated with Departmental Honors
The Johns Hopkins University 1991 — 1995
Bachelor of Arts (B.A.), Political Science, Cumulative GPA: 3.67
Bergman Strategic Advisors March 2012 - Present
Deutsche Bank Securities October 2010 - January 2012
Jefferies & Company February 2004 - October 2010
JPMorgan Chase May 2000 - February 2003
UBS April 1999 - April 2000
Rothschild October 1997 - April 1999
Skills
CleanTech, Investment Banking, Corporate Finance, Capital Raises, M&A experience, New Business Development, Cross-border..., International Business, Technology, Industrials, Cleantech, Capital, Mergers & Acquisitions, Venture Capital, Strategy, Valuation, Entrepreneurship, Investments, Strategic Partnerships, Financial Structuring, Restructuring, Executive Management, Capital Raising, Corporate Development, Finance, Private Equity, LBO, Private Placements, Growth Capital, Financial Modeling
Education
国際大学 / International University of Japan 1995 — 1997
Master of Arts (M.A.), International Development with concentrations in Economics and Trade Policy, Cumulative GPA: 3.73; graduated with Departmental Honors
The Johns Hopkins University 1991 — 1995
Bachelor of Arts (B.A.), Political Science, Cumulative GPA: 3.67
Randy Grossman Randy Grossman's Jefferies & Company Experience 1990 - 1992
Job Operations and Technology at Polaris Capital Management
Industry Financial Services
Experience
Polaris Capital Management November 2010 - Present
ITG May 2010 - November 2010
ITG 2006 - June 2010
Financial Insights 2004 - 2006
Instinet 1992 - 2003
Jefferies & Company 1990 - 1992
Acadian Asset Management 1984 - 1990
Skills
Buy-side Operations, TCA, New Business Development, Electronic Trading, Business Analysis, Market Research, Equities, Trading, Capital Markets, Investments, Investment Strategies, Strategy, Sales, Securities, Financial Services, Investment Banking, Portfolio Management, Start-ups, Trading Systems, Financial Markets, Asset Management
Education
Harvard University 1982 — 1985
C.S.S., Business - Harvard Extension School
University of Massachusetts, Amherst 1976 — 1980
B.S., Microbiology
Polaris Capital Management November 2010 - Present
ITG May 2010 - November 2010
ITG 2006 - June 2010
Financial Insights 2004 - 2006
Instinet 1992 - 2003
Jefferies & Company 1990 - 1992
Acadian Asset Management 1984 - 1990
Skills
Buy-side Operations, TCA, New Business Development, Electronic Trading, Business Analysis, Market Research, Equities, Trading, Capital Markets, Investments, Investment Strategies, Strategy, Sales, Securities, Financial Services, Investment Banking, Portfolio Management, Start-ups, Trading Systems, Financial Markets, Asset Management
Education
Harvard University 1982 — 1985
C.S.S., Business - Harvard Extension School
University of Massachusetts, Amherst 1976 — 1980
B.S., Microbiology
Graig Suvannavejh, PhD Graig Suvannavejh, PhD's Jefferies & Company Experience November 2009 - August 2012
Job
Industry Financial Services
Experience
Biogen Idec September 2014 - Present
MLV & Co. March 2013 - July 2014
Jefferies & Company November 2009 - August 2012
Axon Healthcare Partners February 2009 - November 2009
UBS Investment Bank April 2004 - May 2008
CIBC World Markets August 2001 - March 2004
JPMorgan July 2000 - July 2001
Skills
Biotechnology, Pharmaceutical Industry, Investments, Drug Development, Venture Capital, Equity Research, Corporate Development, Valuation, Investment Banking, Investor Relations, Financial Modeling, Due Diligence, Competitive Intelligence, Capital Markets, Strategy, Business Development, Market Analysis
Education
Northwestern University 1994 — 2000
PhD
Georgetown University 1992 — 1993
MS
Georgetown University 1988 — 1992
BS
Biogen Idec September 2014 - Present
MLV & Co. March 2013 - July 2014
Jefferies & Company November 2009 - August 2012
Axon Healthcare Partners February 2009 - November 2009
UBS Investment Bank April 2004 - May 2008
CIBC World Markets August 2001 - March 2004
JPMorgan July 2000 - July 2001
Skills
Biotechnology, Pharmaceutical Industry, Investments, Drug Development, Venture Capital, Equity Research, Corporate Development, Valuation, Investment Banking, Investor Relations, Financial Modeling, Due Diligence, Competitive Intelligence, Capital Markets, Strategy, Business Development, Market Analysis
Education
Northwestern University 1994 — 2000
PhD
Georgetown University 1992 — 1993
MS
Georgetown University 1988 — 1992
BS
Daniel Nolan Daniel Nolan's Jefferies & Company Experience 2010 - December 2014
Job Distressed Debt Trader at Jefferies
Industry Investment Banking
Charmayne Olswang Charmayne Olswang's Jefferies & Company Experience May 1995 - October 2001
Job Radio Host at Life Coach Radio Networks
Industry Health, Wellness and Fitness
Experience
Feel. Love. Heal. February 2013 - Present
Purium Health Products March 2014 - Present
Life Coach Radio Networks March 2015 - Present
Imperial Capital, LLC December 2011 - February 2013
Jefferies October 2001 - December 2011
Jefferies & Company May 1995 - October 2001
Skills
Equity Trading, Investments, Securities, Fitness, Equities, Trading, Sports, Supplements, Sports Nutrition, Strength Training, Weight Training, Motivational Speaking, Health Education, Building Relationships, Weight, Stress, Essential Oils, Health Promotion, Holistic Health, Wellness, Lifestyle Coaching, Lifestyle, Stress Management, Wellness Coaching, Coaching, Entrepreneurship, Marketing, Training, Social Media, Management
Education
Mastery in Transformational Training (MiTT)
Life Mastery Institute
Transformational Life Coach
Certified Angel Card Reader 2013 — 2013
Landmark Education 2013 — 2013
Institute for Integrative Nutrition 2011 — 2012
Certified Holistic Health Coach, Board Certified American Association of Drugless Practitioners
Idaho State University 1992 — 1994
Corona del Mar HS 1986 — 1992
Feel. Love. Heal. February 2013 - Present
Purium Health Products March 2014 - Present
Life Coach Radio Networks March 2015 - Present
Imperial Capital, LLC December 2011 - February 2013
Jefferies October 2001 - December 2011
Jefferies & Company May 1995 - October 2001
Skills
Equity Trading, Investments, Securities, Fitness, Equities, Trading, Sports, Supplements, Sports Nutrition, Strength Training, Weight Training, Motivational Speaking, Health Education, Building Relationships, Weight, Stress, Essential Oils, Health Promotion, Holistic Health, Wellness, Lifestyle Coaching, Lifestyle, Stress Management, Wellness Coaching, Coaching, Entrepreneurship, Marketing, Training, Social Media, Management
Education
Mastery in Transformational Training (MiTT)
Life Mastery Institute
Transformational Life Coach
Certified Angel Card Reader 2013 — 2013
Landmark Education 2013 — 2013
Institute for Integrative Nutrition 2011 — 2012
Certified Holistic Health Coach, Board Certified American Association of Drugless Practitioners
Idaho State University 1992 — 1994
Corona del Mar HS 1986 — 1992
Margaret Andrews Margaret Andrews's Jefferies & Company Experience September 1991 - November 2008
Job Communications Director, Freelance Writer, Creative Writing Instructor, Public Speaker
Industry Writing and Editing
Experience
Boldly Me February 2012 - Present
Sacramento Bloggers March 2012 - Present
Sticky Readers June 2011 - Present
Listen to Your Mother, LLC October 2012 - July 2014
Patch.com December 2010 - September 2012
IWin, Inc. November 2008 - January 2009
Jefferies & Company September 1991 - November 2008
Ernst & Young August 1996 - January 1998
Integrated Microcomputer Systems, Inc. 1991 - 1992
Skills
Writing, Blogging, Speaking Engagements, Teaching, Creative Writing, Freelance Writing, Email Marketing, Screenwriting
Education
Humboldt State University 1986 — 1989
B.S., Computer Information Systems, Business
Boldly Me February 2012 - Present
Sacramento Bloggers March 2012 - Present
Sticky Readers June 2011 - Present
Listen to Your Mother, LLC October 2012 - July 2014
Patch.com December 2010 - September 2012
IWin, Inc. November 2008 - January 2009
Jefferies & Company September 1991 - November 2008
Ernst & Young August 1996 - January 1998
Integrated Microcomputer Systems, Inc. 1991 - 1992
Skills
Writing, Blogging, Speaking Engagements, Teaching, Creative Writing, Freelance Writing, Email Marketing, Screenwriting
Education
Humboldt State University 1986 — 1989
B.S., Computer Information Systems, Business
Bill Goodbody, Jr.'s Jefferies & Company Experience November 2004 - May 2006
Job Senior Vice President, Head of FX, BATS Global Markets, Inc. & BATS Hotspot LLC
Industry Financial Services
Experience
BATS Global Markets, Inc. March 2015 - Present
KCG Hotspot FX LLC June 2008 - March 2015
KCG Holdings, Inc. January 2007 - March 2015
Jefferies & Company November 2004 - May 2006
Knight Trading Group September 1994 - November 2004
Skills
Electronic Trading, FX Options, Trading Systems, Trading, Financial Markets, Business Management, FX Spot, Market Structure, Business Strategy, Marketing, Business Analysis, Management, Derivatives, Currency, Securities, Capital Markets, Equities, Hedge Funds, Equity Trading, Market Data, Proprietary Trading, Market Making
Education
Georgetown University 1990 — 1994
BA, American Government/Economics
Pleasantville High School 1986 — 1990
BATS Global Markets, Inc. March 2015 - Present
KCG Hotspot FX LLC June 2008 - March 2015
KCG Holdings, Inc. January 2007 - March 2015
Jefferies & Company November 2004 - May 2006
Knight Trading Group September 1994 - November 2004
Skills
Electronic Trading, FX Options, Trading Systems, Trading, Financial Markets, Business Management, FX Spot, Market Structure, Business Strategy, Marketing, Business Analysis, Management, Derivatives, Currency, Securities, Capital Markets, Equities, Hedge Funds, Equity Trading, Market Data, Proprietary Trading, Market Making
Education
Georgetown University 1990 — 1994
BA, American Government/Economics
Pleasantville High School 1986 — 1990
David Galper's Jefferies & Company Experience 2006 - 2008
Job Managing Director at ICR
Industry Investment Banking
Experience
ICR June 2014 - Present
KeyBanc Capital Markets 2009 - May 2014
Jefferies & Company 2006 - 2008
Lehman Brothers 2004 - 2006
Deutsche Banc Alex. Brown 1998 - 2000
Skills
Retail, Apparel, Footwear, Consumer Products, Financial Sponsors, Investment Banking, Mergers & Acquisitions, Business Strategy, Equity Capital Markets, Leveraged Finance, Capital Raising, Mergers, Equities, Executive Management, Corporate Finance, Capital Markets, IPO
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Economics
ICR June 2014 - Present
KeyBanc Capital Markets 2009 - May 2014
Jefferies & Company 2006 - 2008
Lehman Brothers 2004 - 2006
Deutsche Banc Alex. Brown 1998 - 2000
Skills
Retail, Apparel, Footwear, Consumer Products, Financial Sponsors, Investment Banking, Mergers & Acquisitions, Business Strategy, Equity Capital Markets, Leveraged Finance, Capital Raising, Mergers, Equities, Executive Management, Corporate Finance, Capital Markets, IPO
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Kelvin Kwong's Jefferies & Company Experience July 2007 - July 2009
Job Product Manager, UP at Jawbone
Industry Health, Wellness and Fitness
Experience
Jawbone July 2013 - Present
Bored Inc. February 2012 - February 2013
Amazon May 2012 - August 2012
Onex Partners August 2009 - June 2011
Jefferies & Company July 2007 - July 2009
PreppyTees.com 2003 - 2007
Magic By Kelvin 1998 - 2007
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Applied Science (Systems Engineering), B.S. Economics (Finance)
Jawbone July 2013 - Present
Bored Inc. February 2012 - February 2013
Amazon May 2012 - August 2012
Onex Partners August 2009 - June 2011
Jefferies & Company July 2007 - July 2009
PreppyTees.com 2003 - 2007
Magic By Kelvin 1998 - 2007
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Applied Science (Systems Engineering), B.S. Economics (Finance)
Kathy Wardell's Jefferies & Company Experience November 2004 - February 2009
Job Reg CSA at Morgan Stanley PWM
Industry Financial Services
Experience
Morgan Stanley February 2009 - Present
Jefferies & Company November 2004 - February 2009
Credit Suisse April 1997 - November 2004
Education
Indiana University Bloomington 1991 — 1995
BS
Morgan Stanley February 2009 - Present
Jefferies & Company November 2004 - February 2009
Credit Suisse April 1997 - November 2004
Education
Indiana University Bloomington 1991 — 1995
BS
Adam Rainey Adam Rainey's Jefferies & Company Experience June 2009 - August 2009
Job Vice President, Investment Banking (Mergers & Acquisitions Group) at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2011 - Present
Daroth Capital Advisors June 2010 - May 2011
Linley Capital November 2009 - June 2010
Jefferies & Company June 2009 - August 2009
Kormendi \ Gardner Partners September 2007 - June 2008
Kormendi \ Gardner Partners October 2004 - September 2007
Novus Consulting Group 2003 - 2004
Legg Mason September 2002 - December 2002
Salomon Smith Barney June 2002 - August 2002
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
M.B.A., Finance, Quantitative Finance and Accounting
James Madison University - College of Business 1999 — 2003
B.B.A., Finance and Economics
Wells Fargo Securities May 2011 - Present
Daroth Capital Advisors June 2010 - May 2011
Linley Capital November 2009 - June 2010
Jefferies & Company June 2009 - August 2009
Kormendi \ Gardner Partners September 2007 - June 2008
Kormendi \ Gardner Partners October 2004 - September 2007
Novus Consulting Group 2003 - 2004
Legg Mason September 2002 - December 2002
Salomon Smith Barney June 2002 - August 2002
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
M.B.A., Finance, Quantitative Finance and Accounting
James Madison University - College of Business 1999 — 2003
B.B.A., Finance and Economics
Kristen Dinsmore's Jefferies & Company Experience July 2013 - Present
Job AssociateCapital Introductions at Jefferies & Company
Industry Management Consulting
Experience
Jefferies & Company July 2013 - Present
Forest Laboratories June 2012 - June 2013
Polaris Management Partners September 2009 - June 2012
Standard and Poor's June 2008 - August 2008
Standard and Poor's June 2008 - August 2008
Education
Georgetown University 2005 — 2009
Health Care Management and Policy
Jefferies & Company July 2013 - Present
Forest Laboratories June 2012 - June 2013
Polaris Management Partners September 2009 - June 2012
Standard and Poor's June 2008 - August 2008
Standard and Poor's June 2008 - August 2008
Education
Georgetown University 2005 — 2009
Health Care Management and Policy
Elizabeth Bouquard Elizabeth Bouquard's Jefferies & Company Experience January 2009 - Present
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company January 2009 - Present
Morgan Stanley July 2006 - January 2009
Skills
Capital Markets, Investment Banking, Bloomberg, Equities, Hedge Funds, Equity Research, Fixed Income, Series 7, Investments
Education
Georgetown University 2002 — 2006
Jefferies & Company January 2009 - Present
Morgan Stanley July 2006 - January 2009
Skills
Capital Markets, Investment Banking, Bloomberg, Equities, Hedge Funds, Equity Research, Fixed Income, Series 7, Investments
Education
Georgetown University 2002 — 2006
Eleni Kessler Eleni Kessler's Jefferies & Company Experience May 2013 - Present
Job Fixed Income Summer Analyst at Jefferies & Company
Industry Banking
Experience
Jefferies & Company May 2013 - Present
The Hilltop MicroFinance Initiative, Inc. January 2012 - Present
Ashoka January 2013 - April 2013
US Securities and Exchange Commission May 2012 - August 2012
Skills
Economics, Fundraising, International..., Nonprofits, International Relations, Economic Development, Community Outreach, Microfinance, Research, Event Planning, Social Media, Data Analysis, Entrepreneurship, Philanthropy, Microsoft Office, Policy Analysis, PowerPoint
Education
Georgetown University 2010 — 2014
Bachelor of Science in Foreign Service, International Political Economy
Institut d'Etudes politiques de Lyon 2012 — 2012
Attestation d'Etudes Politiques
Jefferies & Company May 2013 - Present
The Hilltop MicroFinance Initiative, Inc. January 2012 - Present
Ashoka January 2013 - April 2013
US Securities and Exchange Commission May 2012 - August 2012
Skills
Economics, Fundraising, International..., Nonprofits, International Relations, Economic Development, Community Outreach, Microfinance, Research, Event Planning, Social Media, Data Analysis, Entrepreneurship, Philanthropy, Microsoft Office, Policy Analysis, PowerPoint
Education
Georgetown University 2010 — 2014
Bachelor of Science in Foreign Service, International Political Economy
Institut d'Etudes politiques de Lyon 2012 — 2012
Attestation d'Etudes Politiques
Kevin Sledge Kevin Sledge's Jefferies & Company Experience September 2013 - Present
Job Associate at Jefferies
Industry Information Technology and Services
Experience
Jefferies & Company September 2013 - Present
Bayer HealthCare July 2013 - August 2013
St. Joseph's Healthcare System July 2012 - July 2013
New Jersey City University February 2009 - June 2012
St. Joseph's Healthcare System September 2007 - September 2009
Skills
Troubleshooting, Software Documentation, Windows 7, Access, Active Directory, Windows, System Administration, Healthcare Information..., Databases, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Exchange, Microsoft Office 2007, RSA SecurID, Oracle AIM, Lotus Notes, eFax, Verizon Conference, Windows Sharepoint..., Loan IQ, GMI, Cyber Ark, Visio, Windows XP, Computer Hardware
Education
Hudson County Community College 2012 — 2015
Computer Science
New Jersey City University 2009 — 2012
Computer Science
Jefferies & Company September 2013 - Present
Bayer HealthCare July 2013 - August 2013
St. Joseph's Healthcare System July 2012 - July 2013
New Jersey City University February 2009 - June 2012
St. Joseph's Healthcare System September 2007 - September 2009
Skills
Troubleshooting, Software Documentation, Windows 7, Access, Active Directory, Windows, System Administration, Healthcare Information..., Databases, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Exchange, Microsoft Office 2007, RSA SecurID, Oracle AIM, Lotus Notes, eFax, Verizon Conference, Windows Sharepoint..., Loan IQ, GMI, Cyber Ark, Visio, Windows XP, Computer Hardware
Education
Hudson County Community College 2012 — 2015
Computer Science
New Jersey City University 2009 — 2012
Computer Science
Jonathan Choa Jonathan Choa's Jefferies & Company Experience August 2012 - May 2013
Job Investment Professional
Industry Investment Management
Experience
Abacus Finance Group, LLC August 2015 - Present
Merrill Lynch June 2013 - June 2015
Jefferies & Company August 2012 - May 2013
US Army May 2004 - May 2010
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Due Diligence, Economics, Business Strategy, Cross Cultural..., Army, Mergers & Acquisitions, Strategy
Education
Harvard Business School 2010 — 2012
MBA, Finance
United States Military Academy at West Point 2000 — 2004
Bachelor of Science (BS), Economics
Stuyvesant High School 1996 — 2000
Abacus Finance Group, LLC August 2015 - Present
Merrill Lynch June 2013 - June 2015
Jefferies & Company August 2012 - May 2013
US Army May 2004 - May 2010
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Due Diligence, Economics, Business Strategy, Cross Cultural..., Army, Mergers & Acquisitions, Strategy
Education
Harvard Business School 2010 — 2012
MBA, Finance
United States Military Academy at West Point 2000 — 2004
Bachelor of Science (BS), Economics
Stuyvesant High School 1996 — 2000
Andrew May Andrew May's Jefferies & Company Experience 2000 - 2008
Job CFO, Truxton Trust Company
Industry Banking
Experience
Truxton Trust Company October 2010 - Present
Jefferies & Company 2000 - 2008
J. C. Bradford & Company 1993 - 2000
Cytometry Associates 1990 - 1995
United States Marine Corps 1981 - 1984
Skills
Mergers, Financial Modeling, Investment Banking, IPO, Private Placements, Venture Capital, Capital Raising, Investor Relations, Corporate Finance, Due Diligence, Portfolio Management, Financial Analysis, Capital Markets, Investments, Securities, Equities, Valuation, Equity Research
Education
Harvard University 1984 — 1986
MBA, General Management
Yale University 1977 — 1981
BA, History
Montgomery Bell Academy 1971 — 1977
high school, High School/Secondary Diplomas and Certificates
Truxton Trust Company October 2010 - Present
Jefferies & Company 2000 - 2008
J. C. Bradford & Company 1993 - 2000
Cytometry Associates 1990 - 1995
United States Marine Corps 1981 - 1984
Skills
Mergers, Financial Modeling, Investment Banking, IPO, Private Placements, Venture Capital, Capital Raising, Investor Relations, Corporate Finance, Due Diligence, Portfolio Management, Financial Analysis, Capital Markets, Investments, Securities, Equities, Valuation, Equity Research
Education
Harvard University 1984 — 1986
MBA, General Management
Yale University 1977 — 1981
BA, History
Montgomery Bell Academy 1971 — 1977
high school, High School/Secondary Diplomas and Certificates
MICHAEL FAUREST, CFP(R) MICHAEL FAUREST, CFP(R)'s Jefferies & Company Experience June 2010 - September 2010
Job Principal, Brown Faurest, Member of M Financial Group, Advanced Planning for Business Owners and High Net Worth Families
Industry Financial Services
Experience
Brown Faurest September 2012 - Present
M Financial Group September 2012 - Present
Faurest Investments and Advisory January 2012 - September 2012
Merrick Ventures January 2010 - October 2010
Jefferies & Company June 2010 - September 2010
SHI September 2008 - September 2009
CareerBuilder.com June 2006 - August 2008
CDW January 2003 - May 2006
UPS Supply Chain Solutions May 2002 - January 2003
Skills
Financial Analysis, Start-ups, Strategy, Personal Finance, Finance, Disability Insurance, Life Insurance, Financial Markets, Leadership, Sales, Series 6, Small Business, Public Speaking, 63 Licenses, Mergers & Acquisitions, Wealth Management, Securities, Account Management, Financial Planners, Insurance, Financial Modeling, Financial Services, Analysis, Investments, Investment Products, Insurance Planning, life insurance..., 63 Licensed
Education
KELLOGG SCHOOL OF MANAGEMENT 2008 — 2011
Maters of Business Adminstration
NORTHWESTERN UNIVERSITY 2008 — 2011
Master of Business Administration; Bachelor of Arts degrees
Northwestern University - Kellogg School of Management 2008 — 2011
MBA
Indiana University - Kelley School of Business 1997 — 2001
Bachelors
Indiana University Bloomington 1997 — 2001
Bachelor of Arts
St. X 1993 — 1997
High School Diploma
Brown Faurest September 2012 - Present
M Financial Group September 2012 - Present
Faurest Investments and Advisory January 2012 - September 2012
Merrick Ventures January 2010 - October 2010
Jefferies & Company June 2010 - September 2010
SHI September 2008 - September 2009
CareerBuilder.com June 2006 - August 2008
CDW January 2003 - May 2006
UPS Supply Chain Solutions May 2002 - January 2003
Skills
Financial Analysis, Start-ups, Strategy, Personal Finance, Finance, Disability Insurance, Life Insurance, Financial Markets, Leadership, Sales, Series 6, Small Business, Public Speaking, 63 Licenses, Mergers & Acquisitions, Wealth Management, Securities, Account Management, Financial Planners, Insurance, Financial Modeling, Financial Services, Analysis, Investments, Investment Products, Insurance Planning, life insurance..., 63 Licensed
Education
KELLOGG SCHOOL OF MANAGEMENT 2008 — 2011
Maters of Business Adminstration
NORTHWESTERN UNIVERSITY 2008 — 2011
Master of Business Administration; Bachelor of Arts degrees
Northwestern University - Kellogg School of Management 2008 — 2011
MBA
Indiana University - Kelley School of Business 1997 — 2001
Bachelors
Indiana University Bloomington 1997 — 2001
Bachelor of Arts
St. X 1993 — 1997
High School Diploma
Brian Wright Brian Wright's Jefferies & Company Experience June 2006 - January 2008
Job Healthcare Services Analyst
Industry Investment Banking
Experience
Sterne Agee CRT May 2014 - Present
Monness, Crespi, Hardt & Co., Inc. January 2012 - May 2014
Citadel Securities November 2010 - August 2011
Collins Stewart July 2009 - March 2011
Bank of America June 2008 - June 2009
Jefferies & Company June 2006 - January 2008
Bear Stearns 2000 - 2006
Skills
Equity Research, Equities, Hedge Funds, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Investments, Fixed Income, Investment Banking, Bloomberg, Asset Managment, Series 7, Alternative Investments, Private Equity, Asset Management
Education
Indiana University Bloomington 1998 — 2000
MBA, Finance
Rockhurst University 1993 — 1996
BSBA, Finance/Economics
Sterne Agee CRT May 2014 - Present
Monness, Crespi, Hardt & Co., Inc. January 2012 - May 2014
Citadel Securities November 2010 - August 2011
Collins Stewart July 2009 - March 2011
Bank of America June 2008 - June 2009
Jefferies & Company June 2006 - January 2008
Bear Stearns 2000 - 2006
Skills
Equity Research, Equities, Hedge Funds, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Investments, Fixed Income, Investment Banking, Bloomberg, Asset Managment, Series 7, Alternative Investments, Private Equity, Asset Management
Education
Indiana University Bloomington 1998 — 2000
MBA, Finance
Rockhurst University 1993 — 1996
BSBA, Finance/Economics
Edward Poirier Edward Poirier's Jefferies & Company Experience July 2012 - August 2015
Job Consultant at Tenn Trading
Industry Financial Services
Experience
Tenn Trading August 2015 - Present
Jefferies & Company July 2012 - August 2015
Newedge June 2006 - June 2012
Skills
Commodity, Trading, Options, Electronic Trading, Financial Markets, Hedging, Bloomberg, Proprietary Trading, Investments, Precious Metals, Securities
Education
Hobart and William Smith Colleges 2002 — 2006
Bachelor's Degree, History
Tabor Academy
High School
Tenn Trading August 2015 - Present
Jefferies & Company July 2012 - August 2015
Newedge June 2006 - June 2012
Skills
Commodity, Trading, Options, Electronic Trading, Financial Markets, Hedging, Bloomberg, Proprietary Trading, Investments, Precious Metals, Securities
Education
Hobart and William Smith Colleges 2002 — 2006
Bachelor's Degree, History
Tabor Academy
High School
Matthew McKay CFA's Jefferies & Company Experience July 2003 - April 2008
Job Experienced Harvard CFA Analyst
Industry Financial Services
Experience
Jefferies & Company July 2003 - April 2008
Ixora Capital Management October 2002 - March 2003
Robertson Stephens May 2002 - September 2002
Robertson Stephens January 2001 - May 2002
Robertson Stephens September 1998 - December 2000
BankBoston February 1997 - September 1998
Moore Corporation October 1995 - February 1997
JP Morgan March 1995 - July 1995
Harvard Business School June 1992 - August 1992
Skills
Business Valuation, Equities, Investments, Equity Research, Financial Modeling, Industry Analysis, Due Diligence, Valuation, Asset Management, Securities, Mergers, Series 7, Competitive Analysis, Analysis, Modeling, Hedge Funds, Excel, Writing, Corporate Finance, Capital Markets, Financial Analysis, Economics, Research, Risk, Business Strategy, Private Equity, Bloomberg, Investment Banking, Mergers & Acquisitions
Education
Harvard University 1990 — 1994
BA, Economics
Jefferies & Company July 2003 - April 2008
Ixora Capital Management October 2002 - March 2003
Robertson Stephens May 2002 - September 2002
Robertson Stephens January 2001 - May 2002
Robertson Stephens September 1998 - December 2000
BankBoston February 1997 - September 1998
Moore Corporation October 1995 - February 1997
JP Morgan March 1995 - July 1995
Harvard Business School June 1992 - August 1992
Skills
Business Valuation, Equities, Investments, Equity Research, Financial Modeling, Industry Analysis, Due Diligence, Valuation, Asset Management, Securities, Mergers, Series 7, Competitive Analysis, Analysis, Modeling, Hedge Funds, Excel, Writing, Corporate Finance, Capital Markets, Financial Analysis, Economics, Research, Risk, Business Strategy, Private Equity, Bloomberg, Investment Banking, Mergers & Acquisitions
Education
Harvard University 1990 — 1994
BA, Economics
Shantanu Dhaka's Jefferies & Company Experience July 2007 - July 2008
Job
Industry Internet
Experience
Goji August 2015 - Present
Modit, Inc. September 2013 - Present
Withinternet, Inc. September 2011 - October 2013
Staley Capital August 2008 - August 2011
Jefferies & Company July 2007 - July 2008
MetLife Auto & Home June 2006 - August 2006
Reliance Infocomm, Ltd. (India) June 2005 - August 2005
Skills
Entrepreneurship, Start-ups, Mergers, Private Equity, Valuation, Corporate Development, Due Diligence, Investments, Financial Modeling, Investment Banking, Equities, LBO, Private Placements, M&A experience, Financial Analysis, Business Development, Portfolio Management, Product Development, Software Development, Product Design, Web Applications, Technical Recruiting, Fundraising, Mobile Applications, Certified Scrum Master..., Venture Capital, Corporate Finance, Capital Markets, Capital Raising, Hedge Funds, Product Marketing, Software Project..., Web Development, Web Design, Team Management, Agile Methodologies, Lean Startup, Mergers & Acquisitions
Education
Harvard University 2003 — 2007
BA
Groton School 1998 — 2002
Goji August 2015 - Present
Modit, Inc. September 2013 - Present
Withinternet, Inc. September 2011 - October 2013
Staley Capital August 2008 - August 2011
Jefferies & Company July 2007 - July 2008
MetLife Auto & Home June 2006 - August 2006
Reliance Infocomm, Ltd. (India) June 2005 - August 2005
Skills
Entrepreneurship, Start-ups, Mergers, Private Equity, Valuation, Corporate Development, Due Diligence, Investments, Financial Modeling, Investment Banking, Equities, LBO, Private Placements, M&A experience, Financial Analysis, Business Development, Portfolio Management, Product Development, Software Development, Product Design, Web Applications, Technical Recruiting, Fundraising, Mobile Applications, Certified Scrum Master..., Venture Capital, Corporate Finance, Capital Markets, Capital Raising, Hedge Funds, Product Marketing, Software Project..., Web Development, Web Design, Team Management, Agile Methodologies, Lean Startup, Mergers & Acquisitions
Education
Harvard University 2003 — 2007
BA
Groton School 1998 — 2002
Christopher Curtis's Jefferies & Company Experience June 2005 - September 2010
Job Full Stack Engineer at Charlie Contacts
Industry Computer Software
Experience
Charlie Contacts July 2013 - Present
Midwest Ska Fest April 2013 - Present
Run and Punch 2010 - Present
Local Offer Network February 2012 - July 2013
The Killswitch Collective September 2011 - February 2012
MORExchange March 2011 - January 2012
Christopher J. Curtis February 2007 - December 2011
Pathfinder Development April 2010 - March 2011
Jefferies & Company June 2005 - September 2010
Jones College Prep 2003 - 2006
Skills
jQuery, Ruby on Rails, Fireworks, xHTML, CSS, iPhone development, Agile, Git, Unix, Mac OS X, Hudson, JavaScript, TDD, iPhone, Ruby, REST, MySQL, HTML, Web Development, Agile Methodologies, MongoDB, Test Driven Development, iOS development, OS X, Front-end, SQL, Java, Web Services, Mobile Applications, User Interface Design, Cloud Computing, Web Applications, AJAX, JSON, PostgreSQL, HTML 5, Objective-C, MVC, Scrum
Education
Illinois Institute of Technology 2006 — 2011
BS, Computer Science
Jones College Prep
Charlie Contacts July 2013 - Present
Midwest Ska Fest April 2013 - Present
Run and Punch 2010 - Present
Local Offer Network February 2012 - July 2013
The Killswitch Collective September 2011 - February 2012
MORExchange March 2011 - January 2012
Christopher J. Curtis February 2007 - December 2011
Pathfinder Development April 2010 - March 2011
Jefferies & Company June 2005 - September 2010
Jones College Prep 2003 - 2006
Skills
jQuery, Ruby on Rails, Fireworks, xHTML, CSS, iPhone development, Agile, Git, Unix, Mac OS X, Hudson, JavaScript, TDD, iPhone, Ruby, REST, MySQL, HTML, Web Development, Agile Methodologies, MongoDB, Test Driven Development, iOS development, OS X, Front-end, SQL, Java, Web Services, Mobile Applications, User Interface Design, Cloud Computing, Web Applications, AJAX, JSON, PostgreSQL, HTML 5, Objective-C, MVC, Scrum
Education
Illinois Institute of Technology 2006 — 2011
BS, Computer Science
Jones College Prep
Greg Rushing Greg Rushing's Jefferies & Company Experience November 2012 - February 2015
Job Internal Sales at Carey Financial
Industry Real Estate
Experience
Carey Financial, LLC March 2015 - Present
Jefferies & Company November 2012 - February 2015
General Motors June 2012 - December 2012
Diamond Tail Ranch, LLC May 2011 - November 2011
Vector Marketing May 2010 - September 2010
Skills
Business Profitability, Change Management, Coaching, Customer Service, Human Resources, Leadership, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Performance Management, PowerPoint, Project Management, Sales, Strategic Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Science, Finance and Operations Management
Carey Financial, LLC March 2015 - Present
Jefferies & Company November 2012 - February 2015
General Motors June 2012 - December 2012
Diamond Tail Ranch, LLC May 2011 - November 2011
Vector Marketing May 2010 - September 2010
Skills
Business Profitability, Change Management, Coaching, Customer Service, Human Resources, Leadership, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Performance Management, PowerPoint, Project Management, Sales, Strategic Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Science, Finance and Operations Management
Ilyes Kamoun's Jefferies & Company Experience June 2009 - August 2009
Job Research Associate at Harvard Business School
Industry Higher Education
Experience
Harvard Business School May 2014 - Present
The Space Group February 2013 - September 2013
Deutsche Bank June 2010 - April 2012
Jefferies & Company June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Bloomberg, Business Development, Financial Analysis, Valuation, Life Insurance, Capital Markets, Business Strategy, Real Estate, Private Equity
Education
Harvard University 2006 — 2010
Honors B.A., Economics and Computer Science
Lower Merion High School 2002 — 2006
Harvard Business School May 2014 - Present
The Space Group February 2013 - September 2013
Deutsche Bank June 2010 - April 2012
Jefferies & Company June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Bloomberg, Business Development, Financial Analysis, Valuation, Life Insurance, Capital Markets, Business Strategy, Real Estate, Private Equity
Education
Harvard University 2006 — 2010
Honors B.A., Economics and Computer Science
Lower Merion High School 2002 — 2006
Pamela Palma Pamela Palma's Jefferies & Company Experience March 2001 - June 2007
Job Center Director
Industry Education Management
Experience
Ivy Hill Preschool 2014 - Present
The Learning Experience May 2010 - January 2014
Bright Horizons 2008 - 2010
Jefferies & Company March 2001 - June 2007
Skills
Marketing, Trading, Early Childhood..., Office Management, Public Speaking, Event Planning, Customer Service, Investments, Leadership, Microsoft Excel, Strategic Planning, Sales, Training, Fundraising, Human Resources, Management, PowerPoint, Research, Microsoft Office, Social Networking, Team Leadership, Social Media, Entrepreneurship, Microsoft Word, Financial Analysis, Editing, Finance, Curriculum Design, Insurance, Non-profits, Series 7, Coaching, Securities
Education
Ithaca College 1982 — 1986
Bachelor Science, Communications
Ivy Hill Preschool 2014 - Present
The Learning Experience May 2010 - January 2014
Bright Horizons 2008 - 2010
Jefferies & Company March 2001 - June 2007
Skills
Marketing, Trading, Early Childhood..., Office Management, Public Speaking, Event Planning, Customer Service, Investments, Leadership, Microsoft Excel, Strategic Planning, Sales, Training, Fundraising, Human Resources, Management, PowerPoint, Research, Microsoft Office, Social Networking, Team Leadership, Social Media, Entrepreneurship, Microsoft Word, Financial Analysis, Editing, Finance, Curriculum Design, Insurance, Non-profits, Series 7, Coaching, Securities
Education
Ithaca College 1982 — 1986
Bachelor Science, Communications
William Keuper's Jefferies & Company Experience 2011 - 2011
Job Institutional Sales at MackeyRMS
Industry Information Technology and Services
Experience
MackeyRMS 2012 - Present
Jefferies & Company 2011 - 2011
Legacy Capital Advisors, LLC June 2009 - August 2010
Skills
Financial Modeling, Economics, Valuation, Financial Analysis, Research, Investment Banking, Microsoft Office, Business Strategy, Social Media, Data Analysis, Equities, Hedge Funds, Microsoft Excel, SaaS, Sales, Lead Generation, Leadership, Entrepreneurship
Education
Harvard University
Bachelor of Arts (B.A.), Economics
MackeyRMS 2012 - Present
Jefferies & Company 2011 - 2011
Legacy Capital Advisors, LLC June 2009 - August 2010
Skills
Financial Modeling, Economics, Valuation, Financial Analysis, Research, Investment Banking, Microsoft Office, Business Strategy, Social Media, Data Analysis, Equities, Hedge Funds, Microsoft Excel, SaaS, Sales, Lead Generation, Leadership, Entrepreneurship
Education
Harvard University
Bachelor of Arts (B.A.), Economics
Alex Leinberry's Jefferies & Company Experience July 2012 - May 2015
Job Securities Division at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Jefferies & Company July 2012 - May 2015
Canaccord Genuity June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Harvard University 2008 — 2012
AB, Economics
The Hill School 2004 — 2008
Goldman Sachs June 2015 - Present
Jefferies & Company July 2012 - May 2015
Canaccord Genuity June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Harvard University 2008 — 2012
AB, Economics
The Hill School 2004 — 2008
Nicholas Stillman Nicholas Stillman's Jefferies & Company Experience December 2004 - July 2010
Job Head of US & Financial Sponsors, Clarksons Platou Securities
Industry Investment Banking
Experience
Clarksons August 2010 - Present
Jefferies & Company December 2004 - July 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Maritime, Capital Markets, Private Equity, Energy, Due Diligence, Structured Finance, Valuation, Project Finance, Business Strategy, Commodity, Corporate Finance, Mergers & Acquisitions, Emerging Markets
Education
Georgetown University 2001 — 2004
B.S. Foreign Service, International Political Economy
Clarksons August 2010 - Present
Jefferies & Company December 2004 - July 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Maritime, Capital Markets, Private Equity, Energy, Due Diligence, Structured Finance, Valuation, Project Finance, Business Strategy, Commodity, Corporate Finance, Mergers & Acquisitions, Emerging Markets
Education
Georgetown University 2001 — 2004
B.S. Foreign Service, International Political Economy
Todd Weegar Todd Weegar's Jefferies & Company Experience August 1983 - Present
Job M.D. Regional Manager at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company August 1983 - Present
Education
Illinois State University 1979 — 1982
Master of Business Administration (MBA), Finance, Economics
Jefferies & Company August 1983 - Present
Education
Illinois State University 1979 — 1982
Master of Business Administration (MBA), Finance, Economics
Brian Hathaway's Jefferies & Company Experience June 1982 - September 1983
Job CoChief Investment Officer, Vice President, and Director
Industry Financial Services
Experience
Investors Capital Management, Inc. March 2009 - Present
Hathaway Partners Inc. July 1995 - February 2009
Hathaway & Associates, Ltd. September 1983 - March 2007
Jefferies & Company June 1982 - September 1983
Skills
Capital Markets, Hedge Funds, Investments, Equities, Portfolio Management, Asset Managment, ETFs, Mutual Funds, Options, Fixed Income, Financial Advisory, FINRA, Financial Markets, High Net Worth..., Investment Advisory, Bloomberg, Wealth Management, Securities, Investment Management, Investment Banking, Derivatives, Asset Allocation, Asset Management, Equity Research, Emerging Markets, Bonds, Valuation, Venture Capital, Alternative Investments, Private Equity, Equity Trading, Series 65, Mergers & Acquisitions, Investment Strategies
Education
Harvard University 1978 — 1982
AB, Economics
Phillips Exeter Academy 1977 — 1978
Post Graduate
Investors Capital Management, Inc. March 2009 - Present
Hathaway Partners Inc. July 1995 - February 2009
Hathaway & Associates, Ltd. September 1983 - March 2007
Jefferies & Company June 1982 - September 1983
Skills
Capital Markets, Hedge Funds, Investments, Equities, Portfolio Management, Asset Managment, ETFs, Mutual Funds, Options, Fixed Income, Financial Advisory, FINRA, Financial Markets, High Net Worth..., Investment Advisory, Bloomberg, Wealth Management, Securities, Investment Management, Investment Banking, Derivatives, Asset Allocation, Asset Management, Equity Research, Emerging Markets, Bonds, Valuation, Venture Capital, Alternative Investments, Private Equity, Equity Trading, Series 65, Mergers & Acquisitions, Investment Strategies
Education
Harvard University 1978 — 1982
AB, Economics
Phillips Exeter Academy 1977 — 1978
Post Graduate
Jennifer Zhu's Jefferies & Company Experience May 2012 - August 2012
Job Associate at Pine Brook
Industry Financial Services
Experience
Pine Brook Road Partners September 2015 - Present
Morgan Stanley June 2013 - July 2015
Jefferies & Company May 2012 - August 2012
Bipartisan Policy Center June 2011 - August 2011
U.S. Commercial Service December 2010 - January 2011
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Leland High School 2005 — 2009
Pine Brook Road Partners September 2015 - Present
Morgan Stanley June 2013 - July 2015
Jefferies & Company May 2012 - August 2012
Bipartisan Policy Center June 2011 - August 2011
U.S. Commercial Service December 2010 - January 2011
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Leland High School 2005 — 2009
Norman Scott's Jefferies & Company Experience 2008 - 2008
Job Managing Director Relationship Manager SWLG at Sterling National Bank
Industry Banking
Experience
Sterling National Bank September 2010 - Present
MSSB 2010 - 2010
Soccer Promotions Company June 2008 - December 2009
Jefferies & Company 2008 - 2008
Countrywide Warehouse Lending June 2006 - December 2007
Bear Stearns 2004 - 2006
Wembley Asset Management a division of ICAP North America 2001 - 2004
Wembley Asset management 1998 - 2001
Endeavour Capital 1996 - 1998
Credit Agricole Indosuez 1988 - 1996
Skills
Venture Capital, Investment Properties, Mortgage Lending, Accounting, Loans, Start-ups, Management, Banking, Financial Services, Finance, Credit, Negotiation, Credit Analysis, Mortgage Banking, Residential Mortgages, FHA, Real Estate, Portfolio Management, Risk Management, Series 7, Executive Management, Mortgage Marketing, Refinance, Derivatives, Funding, Loan Origination, Sales, Investment Banking, Mergers & Acquisitions, Financial Structuring, Investments, Financial Modeling, Corporate Finance, Asset Management, Underwriting, Commercial Lending, Credit Risk, Capital Markets, Due Diligence, Commercial Mortgages, Financial Analysis, Real Estate Economics
Education
Iona College 1981 — 1985
BA, Int'l Studies
Southwark College (Blackfriars, London)
Finance
Sterling National Bank September 2010 - Present
MSSB 2010 - 2010
Soccer Promotions Company June 2008 - December 2009
Jefferies & Company 2008 - 2008
Countrywide Warehouse Lending June 2006 - December 2007
Bear Stearns 2004 - 2006
Wembley Asset Management a division of ICAP North America 2001 - 2004
Wembley Asset management 1998 - 2001
Endeavour Capital 1996 - 1998
Credit Agricole Indosuez 1988 - 1996
Skills
Venture Capital, Investment Properties, Mortgage Lending, Accounting, Loans, Start-ups, Management, Banking, Financial Services, Finance, Credit, Negotiation, Credit Analysis, Mortgage Banking, Residential Mortgages, FHA, Real Estate, Portfolio Management, Risk Management, Series 7, Executive Management, Mortgage Marketing, Refinance, Derivatives, Funding, Loan Origination, Sales, Investment Banking, Mergers & Acquisitions, Financial Structuring, Investments, Financial Modeling, Corporate Finance, Asset Management, Underwriting, Commercial Lending, Credit Risk, Capital Markets, Due Diligence, Commercial Mortgages, Financial Analysis, Real Estate Economics
Education
Iona College 1981 — 1985
BA, Int'l Studies
Southwark College (Blackfriars, London)
Finance
Ankur Agrawal Ankur Agrawal's Jefferies & Company Experience August 2012 - June 2014
Job Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 2014 - Present
Jefferies & Company August 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Avendus Capital February 2008 - March 2010
Banc of America Securities June 2006 - January 2008
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Data Analysis, Investment Banking, DCF, Mergers, Leveraged Finance, Financial Services, Corporate Finance
Education
University of Virginia Darden School of Business 2010 — 2012
MBA
Indian Institute of Technology, Bombay 2002 — 2006
B.Tech., Mechanical Engineering
RBC Capital Markets June 2014 - Present
Jefferies & Company August 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Avendus Capital February 2008 - March 2010
Banc of America Securities June 2006 - January 2008
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Data Analysis, Investment Banking, DCF, Mergers, Leveraged Finance, Financial Services, Corporate Finance
Education
University of Virginia Darden School of Business 2010 — 2012
MBA
Indian Institute of Technology, Bombay 2002 — 2006
B.Tech., Mechanical Engineering
Erika Stanford Erika Stanford's Jefferies & Company Experience May 2013 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Jefferies & Company May 2013 - Present
Bayberry Capital, Inc. May 2012 - May 2013
Booz Allen Hamilton June 2011 - July 2012
Skills
Economics
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Lake Forest Academy
Jefferies LLC July 2014 - Present
Jefferies & Company May 2013 - Present
Bayberry Capital, Inc. May 2012 - May 2013
Booz Allen Hamilton June 2011 - July 2012
Skills
Economics
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Lake Forest Academy
Caroline van Scheltinga Caroline van Scheltinga's Jefferies & Company Experience October 2007 - December 2010
Job CEO and Chairman at Waterloo Investment Holdings Limited
Industry Financial Services
Experience
Waterloo Investment Holdings Limited January 2012 - Present
Blocadi Capital LLC January 2011 - Present
Jefferies & Company October 2007 - December 2010
Lehman Brothers June 1995 - December 2006
Credit Suisse 1988 - 1995
Skills
Investment Banking, Mergers, Corporate Finance, Private Equity, Capital Markets, Corporate Development, Financial Modeling, Equities, Valuation, Venture Capital, Hedge Funds, Fixed Income, Investments, Restructuring, Mergers & Acquisitions, Portfolio Management, Management, Financial Services, Finance, LBO, Financial Structuring, Emerging Markets, Structured Finance
Education
INSEAD 1987 — 1988
MBA
Universiteit Leiden 1977 — 1982
Master of Laws
Waterloo Investment Holdings Limited January 2012 - Present
Blocadi Capital LLC January 2011 - Present
Jefferies & Company October 2007 - December 2010
Lehman Brothers June 1995 - December 2006
Credit Suisse 1988 - 1995
Skills
Investment Banking, Mergers, Corporate Finance, Private Equity, Capital Markets, Corporate Development, Financial Modeling, Equities, Valuation, Venture Capital, Hedge Funds, Fixed Income, Investments, Restructuring, Mergers & Acquisitions, Portfolio Management, Management, Financial Services, Finance, LBO, Financial Structuring, Emerging Markets, Structured Finance
Education
INSEAD 1987 — 1988
MBA
Universiteit Leiden 1977 — 1982
Master of Laws
Steve Sweeney, CFA Steve Sweeney, CFA's Jefferies & Company Experience 2003 - 2005
Job Senior TMT Strategist/Special Situations & Event Group at Elevation LLC
Industry Research
Experience
Elevation LLC September 2013 - Present
Pivotal Research Group May 2012 - March 2013
CITI PRINCIPAL STRATEGIES January 2007 - September 2011
Sandell Asset Management 2005 - 2006
Jefferies & Company 2003 - 2005
DRESDNER KLEINWORT WASSERSTEIN January 1999 - January 2002
TD SECURITIES USA January 1998 - January 1999
Donaldson Lufkin Jenrette January 1997 - January 1998
Skills
Equity Research, Distressed Debt, Buy-side, High Yield, Media and Telecom, CFA, Portfolio Management, Hedge Funds, Fixed Income, Chartered Financial..., Leveraged Finance, Financial Modeling, Equities, Capital Markets, Investments, Investment Banking
Education
Georgetown University 1991 — 1995
BS, Finance
garden city high school
Elevation LLC September 2013 - Present
Pivotal Research Group May 2012 - March 2013
CITI PRINCIPAL STRATEGIES January 2007 - September 2011
Sandell Asset Management 2005 - 2006
Jefferies & Company 2003 - 2005
DRESDNER KLEINWORT WASSERSTEIN January 1999 - January 2002
TD SECURITIES USA January 1998 - January 1999
Donaldson Lufkin Jenrette January 1997 - January 1998
Skills
Equity Research, Distressed Debt, Buy-side, High Yield, Media and Telecom, CFA, Portfolio Management, Hedge Funds, Fixed Income, Chartered Financial..., Leveraged Finance, Financial Modeling, Equities, Capital Markets, Investments, Investment Banking
Education
Georgetown University 1991 — 1995
BS, Finance
garden city high school
David Lechner's Jefferies & Company Experience June 2010 - August 2012
Job Vice President Corporate Development at Zayo Group
Industry Telecommunications
Experience
Zayo Group August 2014 - Present
Canaccord Genuity Inc. September 2012 - June 2014
Jefferies & Company June 2010 - August 2012
Rothschild August 2008 - May 2010
Accenture May 2002 - August 2006
Skills
Valuation, Investment Banking, Due Diligence, Corporate Finance, Credit Analysis, Capital Markets, Finance, Analysis, Restructuring, Mergers & Acquisitions, Strategy, Private Equity
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Corporate Finance
HKUST Business School 2008 — 2008
Exchange Student, Exchange Student
Ivey Business School at Western University 1998 — 2001
HBA, Business
Zayo Group August 2014 - Present
Canaccord Genuity Inc. September 2012 - June 2014
Jefferies & Company June 2010 - August 2012
Rothschild August 2008 - May 2010
Accenture May 2002 - August 2006
Skills
Valuation, Investment Banking, Due Diligence, Corporate Finance, Credit Analysis, Capital Markets, Finance, Analysis, Restructuring, Mergers & Acquisitions, Strategy, Private Equity
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Corporate Finance
HKUST Business School 2008 — 2008
Exchange Student, Exchange Student
Ivey Business School at Western University 1998 — 2001
HBA, Business
Christopher Montgomery's Jefferies & Company Experience January 2011 - December 2013
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies LLC December 2013 - Present
Jefferies & Company January 2011 - December 2013
Jefferies & Company August 2007 - January 2011
Game Trust Inc, New York, US June 2006 - August 2006
Intel Corporation October 2003 - July 2005
Intel Corporation August 2002 - October 2003
Skills
Financial Modeling, Private Equity, Business Strategy, M&A Advisory Services, M&A execution, Strategic M&A, IPO, Debt, Demand Forecasting, Supply Chain Management, Finance, Investment Banking, Mergers & Acquisitions
Education
Harvard Business School 2005 — 2007
MBA
Stanford University 1998 — 2002
Bachelor of Science (BS)
Jefferies LLC December 2013 - Present
Jefferies & Company January 2011 - December 2013
Jefferies & Company August 2007 - January 2011
Game Trust Inc, New York, US June 2006 - August 2006
Intel Corporation October 2003 - July 2005
Intel Corporation August 2002 - October 2003
Skills
Financial Modeling, Private Equity, Business Strategy, M&A Advisory Services, M&A execution, Strategic M&A, IPO, Debt, Demand Forecasting, Supply Chain Management, Finance, Investment Banking, Mergers & Acquisitions
Education
Harvard Business School 2005 — 2007
MBA
Stanford University 1998 — 2002
Bachelor of Science (BS)
Kamlesh Bhatia's Jefferies & Company Experience July 2010 - February 2013
Job
Industry Investment Management
Experience
Arya Asset Management, LLC March 2013 - Present
Jefferies & Company July 2010 - February 2013
Piper Jaffray October 2009 - July 2010
Bank of America Merrill Lynch 2005 - October 2009
Rock Hill Partners 2004 - 2005
DLJ / CSFB 1998 - 2002
Ford Motor Company 1992 - 1996
Skills
Financial Structuring, Valuation, Private Equity, Investment Banking, Hedge Funds, Equities, Investments, Business Valuation, Structured Finance, Securities, Acquisitions, Capital, Financial Advisory, Restructuring, Mezzanine
Education
Harvard Business School 1996 — 1998
MBA
University of Missouri-Rolla 1990 — 1992
MS
University of Mumbai 1986 — 1990
BE
Arya Asset Management, LLC March 2013 - Present
Jefferies & Company July 2010 - February 2013
Piper Jaffray October 2009 - July 2010
Bank of America Merrill Lynch 2005 - October 2009
Rock Hill Partners 2004 - 2005
DLJ / CSFB 1998 - 2002
Ford Motor Company 1992 - 1996
Skills
Financial Structuring, Valuation, Private Equity, Investment Banking, Hedge Funds, Equities, Investments, Business Valuation, Structured Finance, Securities, Acquisitions, Capital, Financial Advisory, Restructuring, Mezzanine
Education
Harvard Business School 1996 — 1998
MBA
University of Missouri-Rolla 1990 — 1992
MS
University of Mumbai 1986 — 1990
BE
Howard Berkis's Jefferies & Company Experience December 2010 - Present
Job Vice President, Information Security at Jefferies & Company
Industry Computer & Network Security
Experience
Jefferies & Company December 2010 - Present
Jefferies & Company October 2006 - December 2010
Mithril Technology January 2006 - October 2006
CIBC March 2004 - December 2005
CIBC World Markets February 2002 - March 2004
CIBC World Markets August 2000 - February 2002
CIBC World Markets June 1999 - August 2000
Oppenheimer & Co., Inc. November 1997 - June 1999
Oppenheimer & Co., Inc. June 1996 - November 1997
Oppenheimer & Co., Inc. May 1994 - June 1996
Skills
SIEM, Policy, Proxy, Firewalls, VPN, Security Policy, IDS, Project Management, Auditing, WiFi, Information Security..., Information Security, Disaster Recovery, Security, CISSP, Infrastructure, IT Strategy, IT Audit, Data Center, IT Management, Networking, Network Security, Vulnerability Management, Computer Security, Business Continuity, Checkpoint, Enterprise Software, Governance
Education
Iona College 1991 — 1997
BA, Computer Science
Rockland Community College 1990 — 1991
AA, Computer Science
Jefferies & Company December 2010 - Present
Jefferies & Company October 2006 - December 2010
Mithril Technology January 2006 - October 2006
CIBC March 2004 - December 2005
CIBC World Markets February 2002 - March 2004
CIBC World Markets August 2000 - February 2002
CIBC World Markets June 1999 - August 2000
Oppenheimer & Co., Inc. November 1997 - June 1999
Oppenheimer & Co., Inc. June 1996 - November 1997
Oppenheimer & Co., Inc. May 1994 - June 1996
Skills
SIEM, Policy, Proxy, Firewalls, VPN, Security Policy, IDS, Project Management, Auditing, WiFi, Information Security..., Information Security, Disaster Recovery, Security, CISSP, Infrastructure, IT Strategy, IT Audit, Data Center, IT Management, Networking, Network Security, Vulnerability Management, Computer Security, Business Continuity, Checkpoint, Enterprise Software, Governance
Education
Iona College 1991 — 1997
BA, Computer Science
Rockland Community College 1990 — 1991
AA, Computer Science
Austin Johnsen's Jefferies & Company Experience March 2013 - April 2014
Job Corporate Development & Strategy @Twitter
Industry Internet
Experience
Twitter August 2015 - Present
Twitter April 2014 - July 2015
Jefferies & Company March 2013 - April 2014
World Wildlife Fund July 2011 - July 2012
Jefferies Capital Partners August 2006 - May 2009
Jefferies & Company June 2005 - August 2006
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science (B.Sc.)
University of Melbourne 2003 — 2003
Twitter August 2015 - Present
Twitter April 2014 - July 2015
Jefferies & Company March 2013 - April 2014
World Wildlife Fund July 2011 - July 2012
Jefferies Capital Partners August 2006 - May 2009
Jefferies & Company June 2005 - August 2006
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science (B.Sc.)
University of Melbourne 2003 — 2003
Radhika Mathur's Jefferies & Company Experience September 2011 - Present
Job
Industry Financial Services
Experience
Jefferies & Company September 2011 - Present
Skills
Business Analysis, SDLC, Management, SQL, Requirements Analysis, Data Warehousing, Vendor Management, Software Project..., Business Intelligence, Visio, Enterprise Architecture, IT Strategy, Requirements Gathering, Training
Education
Hofstra University 2003 — 2005
Masters
NCST 2000 — 2002
University of Mumbai 1998 — 2001
BS
Villa Teresa
Jefferies & Company September 2011 - Present
Skills
Business Analysis, SDLC, Management, SQL, Requirements Analysis, Data Warehousing, Vendor Management, Software Project..., Business Intelligence, Visio, Enterprise Architecture, IT Strategy, Requirements Gathering, Training
Education
Hofstra University 2003 — 2005
Masters
NCST 2000 — 2002
University of Mumbai 1998 — 2001
BS
Villa Teresa
Brian McIlravy's Jefferies & Company Experience 2005 - 2007
Job Orthopedic Medical Device Sales Reconstructive & Trauma/Extremities
Industry Medical Devices
Experience
Smith & Nephew July 2011 - Present
Rodman & Renshaw 2010 - July 2011
Sterne Agee 2007 - 2009
Jefferies & Company 2005 - 2007
Crown Financial Group May 2003 - May 2005
Skills
Equity Research, Series 7, Financial Modeling, New Business Development, Trading, Sales, Equities, Medical Devices, Orthopedic, Financial Analysis, Investments, Finance, Portfolio Management, Marketing, Sales Operations, Marketing Strategy, Leadership, Strategy, Product Launch, Strategic Planning, Cold Calling
Education
James Madison University 1999 — 2002
B.B.A
Randolph-Macon College 1997 — 1999
Smith & Nephew July 2011 - Present
Rodman & Renshaw 2010 - July 2011
Sterne Agee 2007 - 2009
Jefferies & Company 2005 - 2007
Crown Financial Group May 2003 - May 2005
Skills
Equity Research, Series 7, Financial Modeling, New Business Development, Trading, Sales, Equities, Medical Devices, Orthopedic, Financial Analysis, Investments, Finance, Portfolio Management, Marketing, Sales Operations, Marketing Strategy, Leadership, Strategy, Product Launch, Strategic Planning, Cold Calling
Education
James Madison University 1999 — 2002
B.B.A
Randolph-Macon College 1997 — 1999
Allen Livian's Jefferies & Company Experience June 1996 - Present
Job PMP, SVP
Industry Financial Services
Experience
Jefferies & Company June 1996 - Present
Salomon Brothers January 1994 - May 1996
Brookhaven National Laboratory June 1991 - June 1993
Skills
Market Data, Electronic Trading, Budgets, Project Management, Hedge Funds, Fixed Income, Securities, Management, Trading Systems, Investment Banking, Bloomberg, Data Center, Vendor Management, Trading, Prime Brokerage, Financial Markets
Education
Hofstra University 1988 — 1992
BS, Electrical Engineering, Computer Science
Jefferies & Company June 1996 - Present
Salomon Brothers January 1994 - May 1996
Brookhaven National Laboratory June 1991 - June 1993
Skills
Market Data, Electronic Trading, Budgets, Project Management, Hedge Funds, Fixed Income, Securities, Management, Trading Systems, Investment Banking, Bloomberg, Data Center, Vendor Management, Trading, Prime Brokerage, Financial Markets
Education
Hofstra University 1988 — 1992
BS, Electrical Engineering, Computer Science
Brian Lantier's Jefferies & Company Experience June 2008 - August 2008
Job Operating Executive Private Equity
Industry Venture Capital & Private Equity
Experience
Wellspring Capital Management LLC January 2015 - Present
Summit Golf Brands May 2013 - January 2015
AlixPartners December 2012 - May 2013
The Staten Group, Inc. July 2009 - November 2012
HeliFlite Aviation July 2009 - July 2012
Harvard Business School August 2007 - June 2009
Jefferies & Company June 2008 - August 2008
Defense Contract Management Agency (DCMA) April 2005 - August 2007
US Navy August 1999 - August 2007
Skills
Aviation, Business Strategy, Military, Corporate Finance, Valuation, Leadership, Strategy, Investment Banking, Mergers & Acquisitions, Management, Restructuring, Finance, Business Development, Negotiation, Consulting, Managerial Finance, Corporate Development, Turn Around Management, Venture Capital, Due Diligence, Business Analysis
Education
Harvard Business School 2007 — 2009
MBA, Masters in Business Administration
United States Naval Academy 1995 — 1999
BS, Aerospace Engineering
Wellspring Capital Management LLC January 2015 - Present
Summit Golf Brands May 2013 - January 2015
AlixPartners December 2012 - May 2013
The Staten Group, Inc. July 2009 - November 2012
HeliFlite Aviation July 2009 - July 2012
Harvard Business School August 2007 - June 2009
Jefferies & Company June 2008 - August 2008
Defense Contract Management Agency (DCMA) April 2005 - August 2007
US Navy August 1999 - August 2007
Skills
Aviation, Business Strategy, Military, Corporate Finance, Valuation, Leadership, Strategy, Investment Banking, Mergers & Acquisitions, Management, Restructuring, Finance, Business Development, Negotiation, Consulting, Managerial Finance, Corporate Development, Turn Around Management, Venture Capital, Due Diligence, Business Analysis
Education
Harvard Business School 2007 — 2009
MBA, Masters in Business Administration
United States Naval Academy 1995 — 1999
BS, Aerospace Engineering
Mihir Dharia's Jefferies & Company Experience July 2011 - August 2012
Job Senior Associate Global Markets
Industry Financial Services
Experience
Tyco International December 2012 - Present
Jefferies & Company July 2011 - August 2012
Jefferies & Company June 2010 - August 2010
Zurich Financial Services February 2010 - May 2010
Atlantis Investment Company November 2006 - March 2009
Skills
SQL, C++, Bloomberg, Capital IQ, Financial Analysis, Financial Modeling, Valuation, Equity Research
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2004
Bachelors of Science, Computer Science/Economics
Tyco International December 2012 - Present
Jefferies & Company July 2011 - August 2012
Jefferies & Company June 2010 - August 2010
Zurich Financial Services February 2010 - May 2010
Atlantis Investment Company November 2006 - March 2009
Skills
SQL, C++, Bloomberg, Capital IQ, Financial Analysis, Financial Modeling, Valuation, Equity Research
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2004
Bachelors of Science, Computer Science/Economics
Carol Strulovic's Jefferies & Company Experience June 2011 - August 2011
Job Mergers & Acquisitions at Cosan Ltd.
Industry Consumer Goods
Experience
Cosan Ltd. August 2012 - October 2013
Jefferies & Company June 2011 - August 2011
Citibank April 2008 - March 2010
Deloitte September 2006 - March 2008
Skills
Mergers & Acquisitions, Investment Banking, Financial Structuring, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Business Strategy, Financial Analysis, Strategy, Management Consulting, Emerging Markets, Competitive Analysis, M&A experience, Corporate Development, Start-ups, Capital Markets, Mergers, Private Equity
Education
Wharton Business School 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania 2010 — 2012
MA International Studies (Brazil/ Portuguese Track)
IESA 2006 — 2008
MSc, Finance
Tufts University 2001 — 2005
BA, Economics, Psychology
Cosan Ltd. August 2012 - October 2013
Jefferies & Company June 2011 - August 2011
Citibank April 2008 - March 2010
Deloitte September 2006 - March 2008
Skills
Mergers & Acquisitions, Investment Banking, Financial Structuring, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Business Strategy, Financial Analysis, Strategy, Management Consulting, Emerging Markets, Competitive Analysis, M&A experience, Corporate Development, Start-ups, Capital Markets, Mergers, Private Equity
Education
Wharton Business School 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania 2010 — 2012
MA International Studies (Brazil/ Portuguese Track)
IESA 2006 — 2008
MSc, Finance
Tufts University 2001 — 2005
BA, Economics, Psychology
Greg Gajowski's Jefferies & Company Experience March 2009 - December 2010
Job Vice President, Fixed Income Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2011 - Present
Cantor Fitzgerald September 2010 - June 2011
Jefferies & Company March 2009 - December 2010
Depfa First Albany Securities, LLC July 2000 - March 2009
First Albany Capital 2000 - 2007
Skills
Sales, Market Data, Bonds, Capital Markets, Fixed Income, Bloomberg Terminal, Series 7, Series 63, Bloomberg, Securities
Education
Ithaca College 1996 — 2000
Bachelor of Science (BS), International Business/Finance
Piper Jaffray July 2011 - Present
Cantor Fitzgerald September 2010 - June 2011
Jefferies & Company March 2009 - December 2010
Depfa First Albany Securities, LLC July 2000 - March 2009
First Albany Capital 2000 - 2007
Skills
Sales, Market Data, Bonds, Capital Markets, Fixed Income, Bloomberg Terminal, Series 7, Series 63, Bloomberg, Securities
Education
Ithaca College 1996 — 2000
Bachelor of Science (BS), International Business/Finance
R Scott McKenzie's Jefferies & Company Experience April 2010 - January 2012
Job Trader
Industry Financial Services
Experience
National Alliance Capital Markets April 2013 - July 2014
Tera Exchange May 2012 - March 2013
Jefferies & Company April 2010 - January 2012
Beechwood Trading June 2005 - March 2010
Platinum Global Limited September 2002 - May 2005
HVB Bank May 2001 - May 2002
Bear Stearns 1996 - 1998
Merrill Lynch 1986 - 1996
Skills
Emerging Markets, Structured Products, FX Derivatives, Trading, Derivatives, Credit Derivatives, Asset Managment, Fixed Income, Financial Structuring, Options, Bonds, FX Options, Investments, Securities, Series 7, Portfolio Management, Financial Markets, Commodity, Equity Trading, Currency, Asset Management
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
Yale University 1977 — 1981
BA, Engineering and Applied Science
National Alliance Capital Markets April 2013 - July 2014
Tera Exchange May 2012 - March 2013
Jefferies & Company April 2010 - January 2012
Beechwood Trading June 2005 - March 2010
Platinum Global Limited September 2002 - May 2005
HVB Bank May 2001 - May 2002
Bear Stearns 1996 - 1998
Merrill Lynch 1986 - 1996
Skills
Emerging Markets, Structured Products, FX Derivatives, Trading, Derivatives, Credit Derivatives, Asset Managment, Fixed Income, Financial Structuring, Options, Bonds, FX Options, Investments, Securities, Series 7, Portfolio Management, Financial Markets, Commodity, Equity Trading, Currency, Asset Management
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
Yale University 1977 — 1981
BA, Engineering and Applied Science
Joseph Streeter's Jefferies & Company Experience April 2009 - May 2012
Job Product Manager at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP May 2015 - Present
State Street June 2012 - May 2015
Jefferies & Company April 2009 - May 2012
IBM Global Business Services September 2007 - April 2009
HSBC Securities (USA), Inc. June 2006 - August 2007
Citigroup, Inc June 2004 - June 2006
Citigroup, Inc. June 2001 - June 2004
Skills
Financial Markets, Derivatives, Securities, Equities, Collateral Management, Risk Management, Investment Banking, Fixed Income, Financial Services, Hedge Funds, Capital Markets, Treasury, Options, Trading Systems, Swaps, Trading, Change Management, Bloomberg
Education
Hofstra University 1996 — 2001
Bloomberg LP May 2015 - Present
State Street June 2012 - May 2015
Jefferies & Company April 2009 - May 2012
IBM Global Business Services September 2007 - April 2009
HSBC Securities (USA), Inc. June 2006 - August 2007
Citigroup, Inc June 2004 - June 2006
Citigroup, Inc. June 2001 - June 2004
Skills
Financial Markets, Derivatives, Securities, Equities, Collateral Management, Risk Management, Investment Banking, Fixed Income, Financial Services, Hedge Funds, Capital Markets, Treasury, Options, Trading Systems, Swaps, Trading, Change Management, Bloomberg
Education
Hofstra University 1996 — 2001
Fred Allen's Jefferies & Company Experience May 2008 - February 2011
Job Managing Director, Head of IG & HY Credit Sales at KeyBank
Industry Capital Markets
Experience
KeyBank December 2011 - Present
MF Global April 2011 - October 2011
Jefferies & Company May 2008 - February 2011
ABN AMRO 2004 - 2007
web street 1998 - 2001
Skills
Capital Markets, Bonds, Fixed Income, Equities, Investments, Alternative Investments, Asset Allocation, Asset Management, Bloomberg
Education
Lake Forest Graduate School of Management 1999 — 2001
MBA, Business
Hope College 1991 — 1995
KeyBank December 2011 - Present
MF Global April 2011 - October 2011
Jefferies & Company May 2008 - February 2011
ABN AMRO 2004 - 2007
web street 1998 - 2001
Skills
Capital Markets, Bonds, Fixed Income, Equities, Investments, Alternative Investments, Asset Allocation, Asset Management, Bloomberg
Education
Lake Forest Graduate School of Management 1999 — 2001
MBA, Business
Hope College 1991 — 1995
Greg Gorman's Jefferies & Company Experience 1995 - 1997
Job Vice President at Nidec Motor Corporation
Industry Electrical/Electronic Manufacturing
Experience
Nidec Motor Corporation June 2013 - Present
Nidec Corporation April 2012 - June 2013
Nidec Corporation April 2007 - March 2012
NEC Corporation 1999 - 2007
The Carlyle Group 1997 - 1999
Jefferies & Company 1995 - 1997
Skills
Mergers & Acquisitions, Business Development, Business Strategy, Venture Capital, Finance, Joint Ventures, Japanese, Strategy, Start-ups, Competitive Analysis, Corporate Finance, Financial Modeling, Strategic Partnerships, Mergers, Management Consulting, Private Equity, Investments, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS Economics, Finance
University of Pennsylvania 1991 — 1995
BA Asian and Middle Eastern Studies, Japan
International Christian University 1993 — 1994
Japanese
Nidec Motor Corporation June 2013 - Present
Nidec Corporation April 2012 - June 2013
Nidec Corporation April 2007 - March 2012
NEC Corporation 1999 - 2007
The Carlyle Group 1997 - 1999
Jefferies & Company 1995 - 1997
Skills
Mergers & Acquisitions, Business Development, Business Strategy, Venture Capital, Finance, Joint Ventures, Japanese, Strategy, Start-ups, Competitive Analysis, Corporate Finance, Financial Modeling, Strategic Partnerships, Mergers, Management Consulting, Private Equity, Investments, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS Economics, Finance
University of Pennsylvania 1991 — 1995
BA Asian and Middle Eastern Studies, Japan
International Christian University 1993 — 1994
Japanese
Dean Osofsky's Jefferies & Company Experience May 2012 - Present
Job AVP Fixed Income Product Controller at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2012 - Present
Cerberus Capital Management April 2009 - November 2011
Cerberus Capital Management May 2008 - April 2009
SunGard October 2007 - April 2009
Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Trading, Financial Markets, Investments
Education
Georgetown University - The McDonough School of Business 2003 — 2007
Finance
Jefferies & Company May 2012 - Present
Cerberus Capital Management April 2009 - November 2011
Cerberus Capital Management May 2008 - April 2009
SunGard October 2007 - April 2009
Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Trading, Financial Markets, Investments
Education
Georgetown University - The McDonough School of Business 2003 — 2007
Finance
Doug Kocis's Jefferies & Company Experience February 2008 - Present
Job Equity Derivatives Trader
Industry Capital Markets
Experience
Jefferies & Company February 2008 - Present
Citigroup June 2005 - June 2007
Education
Harvard University 2001 — 2005
Jefferies & Company February 2008 - Present
Citigroup June 2005 - June 2007
Education
Harvard University 2001 — 2005
Rahul Grover's Jefferies & Company Experience April 2011 - Present
Job Senior Vice President Quantitative Strategies at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company April 2011 - Present
UBS April 2006 - September 2011
Instinet August 1999 - March 2006
Education
The University of Chicago 2007 — 2008
MS, Financial Mathematics
Michigan State University - The Eli Broad College of Business 1997 — 1999
MBA
Indian Institute of Technology, Delhi 1991 — 1995
BS
Jefferies & Company April 2011 - Present
UBS April 2006 - September 2011
Instinet August 1999 - March 2006
Education
The University of Chicago 2007 — 2008
MS, Financial Mathematics
Michigan State University - The Eli Broad College of Business 1997 — 1999
MBA
Indian Institute of Technology, Delhi 1991 — 1995
BS
Warren Romine's Jefferies & Company Experience January 2000 - April 2005
Job Managing Director at FBR & Co.
Industry Investment Banking
Experience
FBR August 2013 - Present
DC Action for Children December 2011 - Present
Relm Wireless Corporation August 2006 - January 2014
Houlihan Lokey April 2005 - August 2013
Jefferies & Company January 2000 - April 2005
Merrill Lynch 1997 - 1999
Merrill Lynch 1993 - 1995
Skills
Debt, Corporate Development, Private Equity, Investment Banking, Valuation, Mergers, Aerospace, Defense and..., Mergers & Acquisitions, LBO, Management, M&A experience, Investments, Venture Capital, Due Diligence, Corporate Finance, Financial Modeling
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Morehouse College 1989 — 1993
BA, Accounting
FBR August 2013 - Present
DC Action for Children December 2011 - Present
Relm Wireless Corporation August 2006 - January 2014
Houlihan Lokey April 2005 - August 2013
Jefferies & Company January 2000 - April 2005
Merrill Lynch 1997 - 1999
Merrill Lynch 1993 - 1995
Skills
Debt, Corporate Development, Private Equity, Investment Banking, Valuation, Mergers, Aerospace, Defense and..., Mergers & Acquisitions, LBO, Management, M&A experience, Investments, Venture Capital, Due Diligence, Corporate Finance, Financial Modeling
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Morehouse College 1989 — 1993
BA, Accounting
Benoit Wirz's Jefferies & Company Experience 1998 - 1998
Job Director / Venture Investments
Industry Venture Capital & Private Equity
Experience
John S. and James L. Knight Foundation June 2010 - Present
US Global Holdings, LLC June 2006 - December 2009
US Global Glass, LLC June 2003 - June 2006
US Global, LLC October 1998 - March 2003
Jefferies & Company 1998 - 1998
Skills
Venture Capital, Private Equity, Start-ups, Business Development, Strategic Planning, Financial Analysis, Entrepreneurship, Digital Media, Energy, Strategy, Management Consulting, Mergers & Acquisitions, Investments
Education
INSEAD 2009 — 2009
MBA
Stanford University 1996 — 1996
MA, International Policy Studies
Stanford University 1992 — 1996
B.A, International Relations
John S. and James L. Knight Foundation June 2010 - Present
US Global Holdings, LLC June 2006 - December 2009
US Global Glass, LLC June 2003 - June 2006
US Global, LLC October 1998 - March 2003
Jefferies & Company 1998 - 1998
Skills
Venture Capital, Private Equity, Start-ups, Business Development, Strategic Planning, Financial Analysis, Entrepreneurship, Digital Media, Energy, Strategy, Management Consulting, Mergers & Acquisitions, Investments
Education
INSEAD 2009 — 2009
MBA
Stanford University 1996 — 1996
MA, International Policy Studies
Stanford University 1992 — 1996
B.A, International Relations
Per Ostlund's Jefferies & Company Experience October 2007 - December 2011
Job Research Analyst at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group August 2013 - Present
Jefferies & Company October 2007 - December 2011
Ryan Beck & Company May 2006 - February 2007
Boston Capital January 2003 - January 2006
Skills
Valuation, Equities, Financial Modeling, Accounting, Investments, Bloomberg, Equity Research, Financial Analysis, Series 7, Series 63, Hedge Funds
Education
Gustavus Adolphus College 1990 — 1994
Bachelor of Arts (B.A.), Accounting
Craig-Hallum Capital Group August 2013 - Present
Jefferies & Company October 2007 - December 2011
Ryan Beck & Company May 2006 - February 2007
Boston Capital January 2003 - January 2006
Skills
Valuation, Equities, Financial Modeling, Accounting, Investments, Bloomberg, Equity Research, Financial Analysis, Series 7, Series 63, Hedge Funds
Education
Gustavus Adolphus College 1990 — 1994
Bachelor of Arts (B.A.), Accounting
Elizabeth McDermon's Jefferies & Company Experience August 1999 - September 2000
Job Global General Manager of TMT, Corporate Markets at GLG (Gerson Lehrman Group)
Industry Research
Experience
GLG (Gerson Lehrman Group) January 2015 - Present
Amdocs November 2008 - January 2015
Goldman Sachs September 2000 - September 2008
Jefferies & Company August 1999 - September 2000
Skills
Corporate Development, Investor Relations, Financial Modeling, IPO, Strategic Planning, Investment Banking, Equity Research, Strategic Communications, Equities, Business Strategy, Strategy, Mergers & Acquisitions, Corporate Finance, Valuation, M&A experience, Due Diligence
Education
Harvard University 1995 — 1999
BA, Physics
GLG (Gerson Lehrman Group) January 2015 - Present
Amdocs November 2008 - January 2015
Goldman Sachs September 2000 - September 2008
Jefferies & Company August 1999 - September 2000
Skills
Corporate Development, Investor Relations, Financial Modeling, IPO, Strategic Planning, Investment Banking, Equity Research, Strategic Communications, Equities, Business Strategy, Strategy, Mergers & Acquisitions, Corporate Finance, Valuation, M&A experience, Due Diligence
Education
Harvard University 1995 — 1999
BA, Physics
Narsing Neerumalla's Jefferies & Company Experience October 2010 - Present
Job VP, Structured Products Technology at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company October 2010 - Present
Banc of America Securities 2008 - September 2010
Bank of America Securities 2008 - August 2010
Wachovia May 2006 - August 2008
Wachovia Securities 2006 - 2008
Bank of America 1998 - 2006
Fuji Capital Markets 1994 - 1998
Mizuho Capital Markets 1994 - 1998
Skills
Equity Derivatives, Fixed Income, Equities, Derivatives, Capital Markets, Equity Finance
Education
Temple University 1991 — 1993
MS, Computer Science
Gulbarga University
Jefferies & Company October 2010 - Present
Banc of America Securities 2008 - September 2010
Bank of America Securities 2008 - August 2010
Wachovia May 2006 - August 2008
Wachovia Securities 2006 - 2008
Bank of America 1998 - 2006
Fuji Capital Markets 1994 - 1998
Mizuho Capital Markets 1994 - 1998
Skills
Equity Derivatives, Fixed Income, Equities, Derivatives, Capital Markets, Equity Finance
Education
Temple University 1991 — 1993
MS, Computer Science
Gulbarga University
Brendan Corcoran's Jefferies & Company Experience July 2007 - July 2008
Job Senior Principal at Partners Capital
Industry Investment Management
Experience
Partners Capital Investment Group August 2008 - Present
Jefferies & Company July 2007 - July 2008
Education
Harvard College 2003 — 2007
A.B., Government
Partners Capital Investment Group August 2008 - Present
Jefferies & Company July 2007 - July 2008
Education
Harvard College 2003 — 2007
A.B., Government
Dan Chung's Jefferies & Company Experience 2011 - 2013
Job Healthcare Equity Research at ISI Group
Industry Investment Banking
Experience
ISI Group 2014 - Present
Guggenheim Securities 2013 - 2014
Jefferies & Company 2011 - 2013
Chilton Investment Company 2008 - 2011
Bear Stearns 2007 - 2008
Education
Harvard University 2003 — 2007
BA, Economics
ISI Group 2014 - Present
Guggenheim Securities 2013 - 2014
Jefferies & Company 2011 - 2013
Chilton Investment Company 2008 - 2011
Bear Stearns 2007 - 2008
Education
Harvard University 2003 — 2007
BA, Economics
Jesse Milligan's Jefferies & Company Experience January 2005 - September 2006
Job Private Placements and Debt Capital Markets at Piper Jaffray
Industry Investment Management
Experience
Piper Jaffray July 2014 - Present
Fifth Third Bank - Private Equity August 2009 - November 2012
United Way of Greater Cincinnati 2012 - 2012
Wall Street Prep September 2007 - March 2009
Jefferies & Company January 2005 - September 2006
Skills
Private Equity, Financial Modeling, Investments, Valuation, Investment Banking
Education
University of Chicago Booth School of Business 2010 — 2013
MBA
Harvard University 1998 — 2002
A.B. Economics
Saint Ignatius High School 1994 — 1998
Piper Jaffray July 2014 - Present
Fifth Third Bank - Private Equity August 2009 - November 2012
United Way of Greater Cincinnati 2012 - 2012
Wall Street Prep September 2007 - March 2009
Jefferies & Company January 2005 - September 2006
Skills
Private Equity, Financial Modeling, Investments, Valuation, Investment Banking
Education
University of Chicago Booth School of Business 2010 — 2013
MBA
Harvard University 1998 — 2002
A.B. Economics
Saint Ignatius High School 1994 — 1998
Scott Madison's Jefferies & Company Experience November 2000 - August 2005
Job Director
Industry Financial Services
Experience
Barclays November 2011 - Present
Credit Suisse May 2007 - September 2011
Goldman Sachs August 2005 - April 2007
Jefferies & Company November 2000 - August 2005
Weiser LLP 1998 - 2000
Education
Indiana University - Kelley School of Business 1993 — 1997
BS, Accounting
Syosset High School 1989 — 1993
Barclays November 2011 - Present
Credit Suisse May 2007 - September 2011
Goldman Sachs August 2005 - April 2007
Jefferies & Company November 2000 - August 2005
Weiser LLP 1998 - 2000
Education
Indiana University - Kelley School of Business 1993 — 1997
BS, Accounting
Syosset High School 1989 — 1993
Brian McIntosh's Jefferies & Company Experience July 2004 - Present
Job Equity Research Sales at Jefferies & Company
Industry Capital Markets
Experience
Jefferies & Company July 2004 - Present
Manulife Financial September 2003 - April 2004
IBM September 2001 - July 2003
Skills
Equities, Bloomberg, Series 7
Education
Gettysburg College 1997 — 2001
New Canaan High School 1993 — 1997
Jefferies & Company July 2004 - Present
Manulife Financial September 2003 - April 2004
IBM September 2001 - July 2003
Skills
Equities, Bloomberg, Series 7
Education
Gettysburg College 1997 — 2001
New Canaan High School 1993 — 1997
Robert Hamill's Jefferies & Company Experience October 2008 - Present
Job Managing Director at Jefferies & Co.
Industry Financial Services
Experience
Jefferies & Company October 2008 - Present
Lehman Brothers August 2003 - June 2008
JP Morgan & Company February 1994 - June 2002
Citibank Securities 1990 - 1994
Drexel Burnham Lambert 1988 - 1990
Skills
Fixed Income, Series 7, Leveraged Finance, Hedge Funds, High Yield, Asset Allocation, Private Equity, Leveraged Lending, Capital Markets, Trading, Emerging Markets, Portfolio Management, Equities, Alternative Investments, Private Placements, LBO, Bonds, Asset Management, Investment Banking, Options, Venture Capital, Valuation, Equity Research, Securities, Investments, Structured Products, Derivatives, Investment Management, Credit Derivatives, Financial Structuring, Structured Finance, Investment Strategies, Investor Relations, Equity Trading, Equity Derivatives, Special Situations, Corporate Development, Fund Of Funds, Bloomberg, Equity Valuation, Prime Brokerage, CDS, Series 63, ETFs, Financial Markets
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Hamilton College 1980 — 1984
BA, Economics & Mathematics
Jefferies & Company October 2008 - Present
Lehman Brothers August 2003 - June 2008
JP Morgan & Company February 1994 - June 2002
Citibank Securities 1990 - 1994
Drexel Burnham Lambert 1988 - 1990
Skills
Fixed Income, Series 7, Leveraged Finance, Hedge Funds, High Yield, Asset Allocation, Private Equity, Leveraged Lending, Capital Markets, Trading, Emerging Markets, Portfolio Management, Equities, Alternative Investments, Private Placements, LBO, Bonds, Asset Management, Investment Banking, Options, Venture Capital, Valuation, Equity Research, Securities, Investments, Structured Products, Derivatives, Investment Management, Credit Derivatives, Financial Structuring, Structured Finance, Investment Strategies, Investor Relations, Equity Trading, Equity Derivatives, Special Situations, Corporate Development, Fund Of Funds, Bloomberg, Equity Valuation, Prime Brokerage, CDS, Series 63, ETFs, Financial Markets
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Hamilton College 1980 — 1984
BA, Economics & Mathematics
Greg Piesco's Jefferies & Company Experience August 2010 - July 2015
Job Global Technology Office at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Jefferies & Company August 2010 - July 2015
Savvis October 2009 - August 2010
Schonfeld IBS August 2003 - October 2009
Trinix Securities October 2001 - August 2003
The Island ECN June 1997 - October 2001
RBS Greenwich Capital May 1996 - July 1997
Skills
Project Management, Electronic Trading, Securities, High Frequency Trading, Market Data, Trading Systems, Equities, Venture Capital, Architecture, Management, Equity Trading, Trading, Options, Hedge Funds, Financial Markets, Derivatives, Architectures, Capital Markets, Fixed Income
Education
Iona College 1994 — 1997
Business
Pelham High school
Vanguard July 2015 - Present
Jefferies & Company August 2010 - July 2015
Savvis October 2009 - August 2010
Schonfeld IBS August 2003 - October 2009
Trinix Securities October 2001 - August 2003
The Island ECN June 1997 - October 2001
RBS Greenwich Capital May 1996 - July 1997
Skills
Project Management, Electronic Trading, Securities, High Frequency Trading, Market Data, Trading Systems, Equities, Venture Capital, Architecture, Management, Equity Trading, Trading, Options, Hedge Funds, Financial Markets, Derivatives, Architectures, Capital Markets, Fixed Income
Education
Iona College 1994 — 1997
Business
Pelham High school
Howard Scott's Jefferies & Company Experience 2011 - 2012
Job Associate at York Capital Management
Industry Investment Management
Experience
York Capital Management 2013 - Present
Jefferies & Company 2011 - 2012
Harvard Business School July 2009 - May 2011
Barclays Capital 2008 - 2009
Lehman Brothers 2007 - 2008
Skills
Financial Analysis, Problem Solving, FINRA Series 79 License, FINRA Series 63 License, Series 63, FINRA, Financial Modeling, Private Equity, Valuation, Investment Banking, Hedge Funds, Due Diligence, Venture Capital, Equities, Capital Markets, Emerging Markets
Education
Harvard Business School 2009 — 2011
MBA, Management
Yale University 2003 — 2007
B.A., Political Science
York Capital Management 2013 - Present
Jefferies & Company 2011 - 2012
Harvard Business School July 2009 - May 2011
Barclays Capital 2008 - 2009
Lehman Brothers 2007 - 2008
Skills
Financial Analysis, Problem Solving, FINRA Series 79 License, FINRA Series 63 License, Series 63, FINRA, Financial Modeling, Private Equity, Valuation, Investment Banking, Hedge Funds, Due Diligence, Venture Capital, Equities, Capital Markets, Emerging Markets
Education
Harvard Business School 2009 — 2011
MBA, Management
Yale University 2003 — 2007
B.A., Political Science
James Palen's Jefferies & Company Experience December 2009 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company December 2009 - Present
Education
Georgia State University 1994 — 1996
MA
Ithaca College 1990 — 1994
BA
Jefferies & Company December 2009 - Present
Education
Georgia State University 1994 — 1996
MA
Ithaca College 1990 — 1994
BA
Tom Thees's Jefferies & Company Experience April 2008 - April 2012
Job Former Board member at Bonds.com
Industry Investment Banking
Experience
Sabbatical #2 March 2014 - Present
Bonds.com May 2012 - December 2013
VNA Health Group December 2011 - April 2012
Jefferies & Company April 2008 - April 2012
MarketAxess Corp. 2005 - 2006
Morgan Stanley 1988 - 2005
Goldman Sachs August 1984 - December 1988
Skills
Electronic Trading, CDS, Credit Derivatives, Fixed Income, Trading Systems, Middle Office, Swaps, Market Data, Equity Derivatives, Hedge Funds, Interest Rate..., Bonds, Capital Markets, Investment Banking, Equities
Education
Georgetown University 1979 — 1982
AB, Int'l Relations
Sabbatical #2 March 2014 - Present
Bonds.com May 2012 - December 2013
VNA Health Group December 2011 - April 2012
Jefferies & Company April 2008 - April 2012
MarketAxess Corp. 2005 - 2006
Morgan Stanley 1988 - 2005
Goldman Sachs August 1984 - December 1988
Skills
Electronic Trading, CDS, Credit Derivatives, Fixed Income, Trading Systems, Middle Office, Swaps, Market Data, Equity Derivatives, Hedge Funds, Interest Rate..., Bonds, Capital Markets, Investment Banking, Equities
Education
Georgetown University 1979 — 1982
AB, Int'l Relations
John Fargis's Jefferies & Company Experience June 2008 - February 2015
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
NYU Stern School of Business 2014 - Present
Jefferies & Company June 2008 - February 2015
Bear Stearns March 1994 - June 2008
BlackRock July 1992 - March 1994
Chase Manhattan Bank August 1987 - July 1990
Skills
Corporate Development, Investment Banking, Business Development, Mergers & Acquisitions, Valuation, Strategic Advisory, Capital Markets, High Yield, Private Placements, Corporate Finance, Private Equity, Hedge Funds, Sell Side, Debt Restructuring, Strategy, Restructuring, Debt Structuring
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance
Hamilton College 1983 — 1987
BA, International Relations
Guggenheim Partners June 2015 - Present
NYU Stern School of Business 2014 - Present
Jefferies & Company June 2008 - February 2015
Bear Stearns March 1994 - June 2008
BlackRock July 1992 - March 1994
Chase Manhattan Bank August 1987 - July 1990
Skills
Corporate Development, Investment Banking, Business Development, Mergers & Acquisitions, Valuation, Strategic Advisory, Capital Markets, High Yield, Private Placements, Corporate Finance, Private Equity, Hedge Funds, Sell Side, Debt Restructuring, Strategy, Restructuring, Debt Structuring
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance
Hamilton College 1983 — 1987
BA, International Relations
Cecilie S Lind's Jefferies & Company Experience May 2013 - August 2013
Job Investment Banking Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC August 2014 - Present
Jefferies & Company May 2013 - August 2013
Beacon Shipping Investments January 2012 - June 2012
A.M. Nomikos & Son (UK) Ltd January 2010 - May 2011
A.M. Nomikos & Son (UK) Ltd August 2008 - December 2009
Nordea Norge ASA July 2007 - September 2007
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
UCL 2004 — 2008
BA Italian and Management Studies: 2:1
Università Commerciale 'Luigi Bocconi' 2006 — 2007
Year Abroad Programme, Financial Mathematics and Corporate Finance
Jefferies LLC August 2014 - Present
Jefferies & Company May 2013 - August 2013
Beacon Shipping Investments January 2012 - June 2012
A.M. Nomikos & Son (UK) Ltd January 2010 - May 2011
A.M. Nomikos & Son (UK) Ltd August 2008 - December 2009
Nordea Norge ASA July 2007 - September 2007
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
UCL 2004 — 2008
BA Italian and Management Studies: 2:1
Università Commerciale 'Luigi Bocconi' 2006 — 2007
Year Abroad Programme, Financial Mathematics and Corporate Finance
Justin Landau's Jefferies & Company Experience 2006 - 2008
Job Partner at Farol Private Equity
Industry Venture Capital & Private Equity
Experience
Farol Private Equity December 2013 - Present
Relationship Science December 2010 - Present
UrgentRx September 2011 - Present
ZM Capital / ZelnickMedia 2008 - December 2013
Jefferies & Company 2006 - 2008
Education
University of Michigan
Harvard Business School
Farol Private Equity December 2013 - Present
Relationship Science December 2010 - Present
UrgentRx September 2011 - Present
ZM Capital / ZelnickMedia 2008 - December 2013
Jefferies & Company 2006 - 2008
Education
University of Michigan
Harvard Business School
Max Dean's Jefferies & Company Experience 2007 - 2008
Job Financial Advisor at Raymond James serving families & corporate executives ★Financial Planning ★Investment Management
Industry Financial Services
Experience
Raymond James May 2013 - Present
AT&T Mobility February 2009 - April 2013
Jefferies & Company 2007 - 2008
Skills
Risk Management, Portfolio Management, Fixed Income Analysis, Retirement Planning, College Savings Plans, Insurance
Education
University of Oklahoma - Price College of Business 2007 — 2008
MBA, Finance and Entrepreneurship
Indiana University - Kelley School of Business 2003 — 2007
BS, Marketing and Operations
Lakota West HS
Raymond James May 2013 - Present
AT&T Mobility February 2009 - April 2013
Jefferies & Company 2007 - 2008
Skills
Risk Management, Portfolio Management, Fixed Income Analysis, Retirement Planning, College Savings Plans, Insurance
Education
University of Oklahoma - Price College of Business 2007 — 2008
MBA, Finance and Entrepreneurship
Indiana University - Kelley School of Business 2003 — 2007
BS, Marketing and Operations
Lakota West HS
Bruce Seidmon's Jefferies & Company Experience October 2011 - June 2013
Job Cambridge Property Group LLC
Industry Real Estate
Experience
Cambridge Property Group LLC 2007 - Present
Jefferies & Company October 2011 - June 2013
UBS Investment Bank 2008 - September 2011
UBS February 2003 - September 2011
Prudential Securities February 1997 - February 2003
Skills
Hedge Funds, Alternative Investments, Trading, Derivatives, Investment Banking, Energy, Options, Management, Electronic Trading, Trading Systems, Financial Markets, Equities, Financial Modeling, FX Options, Capital Markets, Portfolio Management, Fixed Income, Series 7, Bloomberg, Equity Derivatives, Valuation, Prime Brokerage, Asset Management, Investments, Emerging Markets, Proprietary Trading, ETFs, Structured Products, Commodity, Hedging, Series 63, Swaps, Market Risk, Bonds, Financial Structuring, FINRA, Middle Office, Trading Strategies, Credit Derivatives, Securities, Equity Research, Interest Rate..., Market Data, Commodity Markets, Equity Trading, Currency
Education
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance/Accounting
Cambridge Property Group LLC 2007 - Present
Jefferies & Company October 2011 - June 2013
UBS Investment Bank 2008 - September 2011
UBS February 2003 - September 2011
Prudential Securities February 1997 - February 2003
Skills
Hedge Funds, Alternative Investments, Trading, Derivatives, Investment Banking, Energy, Options, Management, Electronic Trading, Trading Systems, Financial Markets, Equities, Financial Modeling, FX Options, Capital Markets, Portfolio Management, Fixed Income, Series 7, Bloomberg, Equity Derivatives, Valuation, Prime Brokerage, Asset Management, Investments, Emerging Markets, Proprietary Trading, ETFs, Structured Products, Commodity, Hedging, Series 63, Swaps, Market Risk, Bonds, Financial Structuring, FINRA, Middle Office, Trading Strategies, Credit Derivatives, Securities, Equity Research, Interest Rate..., Market Data, Commodity Markets, Equity Trading, Currency
Education
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance/Accounting
Adam Eisenbud's Jefferies & Company Experience June 2011 - August 2011
Job Associate at Fundrise
Industry Real Estate
Experience
Fundrise May 2015 - Present
Apollo Global Management LLC July 2013 - May 2015
Apollo Global Management LLC June 2012 - August 2012
Jefferies & Company June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics
IDC Herzliya 2011 — 2012
Horace Mann School 2002 — 2009
Fundrise May 2015 - Present
Apollo Global Management LLC July 2013 - May 2015
Apollo Global Management LLC June 2012 - August 2012
Jefferies & Company June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics
IDC Herzliya 2011 — 2012
Horace Mann School 2002 — 2009
John Stocks's Jefferies & Company Experience February 2012 - June 2014
Job Managing Director, Corporate Broking at Numis Securities
Industry Investment Banking
Experience
Numis Securities June 2014 - Present
Jefferies & Company February 2012 - June 2014
RBS Global Banking & Markets October 2004 - February 2012
RBS Global Banking & Markets January 2001 - October 2004
Societe Generale Corporate and Investment Banking - SG CIB August 1998 - December 2000
BDO UK LLP August 1994 - August 1998
Skills
Equities, Capital Markets, Investment Banking, Corporate Finance, Equity Research, Financial Markets, Private Equity, Market Risk, Financial Modeling, Structured Finance, Valuation, M&A experience, Derivatives, Structured Products, Restructuring, Equity Capital Markets, Bloomberg, Hedge Funds, Fixed Income, IPO, Financial Structuring
Education
Institute of Chartered Accountants in England and Wales 1994 — 1997
University of Bristol 1990 — 1993
BSc (Hons), Mathematics
Numis Securities June 2014 - Present
Jefferies & Company February 2012 - June 2014
RBS Global Banking & Markets October 2004 - February 2012
RBS Global Banking & Markets January 2001 - October 2004
Societe Generale Corporate and Investment Banking - SG CIB August 1998 - December 2000
BDO UK LLP August 1994 - August 1998
Skills
Equities, Capital Markets, Investment Banking, Corporate Finance, Equity Research, Financial Markets, Private Equity, Market Risk, Financial Modeling, Structured Finance, Valuation, M&A experience, Derivatives, Structured Products, Restructuring, Equity Capital Markets, Bloomberg, Hedge Funds, Fixed Income, IPO, Financial Structuring
Education
Institute of Chartered Accountants in England and Wales 1994 — 1997
University of Bristol 1990 — 1993
BSc (Hons), Mathematics
Jonathan Dannevik's Jefferies & Company Experience May 2013 - July 2015
Job Recently worked as Electronic Trading Application Support at Jefferies & Co. in Chicago, IL
Industry Information Technology and Services
Experience
Jefferies & Company May 2013 - July 2015
Newedge April 2010 - May 2013
Rosenthal Collins Group LLC January 2003 - April 2010
Skills
Risk Management, Electronic Trading, Trading Systems, Options, Derivatives, Financial Markets, Technical Analysis, Exchange Connectivity, Market Data, Commodity, Trading, Back Office, Commodity Markets, Middle Office, Analysis, Order Management, Operational Risk, Bloomberg, Low Latency, FX trading, Vendor Management, Market Risk, Disaster Recovery, FX Options, Futures
Education
Illinois Institute of Art
Jefferies & Company May 2013 - July 2015
Newedge April 2010 - May 2013
Rosenthal Collins Group LLC January 2003 - April 2010
Skills
Risk Management, Electronic Trading, Trading Systems, Options, Derivatives, Financial Markets, Technical Analysis, Exchange Connectivity, Market Data, Commodity, Trading, Back Office, Commodity Markets, Middle Office, Analysis, Order Management, Operational Risk, Bloomberg, Low Latency, FX trading, Vendor Management, Market Risk, Disaster Recovery, FX Options, Futures
Education
Illinois Institute of Art
Shane Durkin's Jefferies & Company Experience May 2008 - September 2010
Job Director at Barclays
Industry Financial Services
Experience
Barclays October 2010 - Present
Jefferies & Company May 2008 - September 2010
Fortis 2006 - 2008
Fortis Bank US 2006 - 2008
Skills
Derivatives, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Equities
Education
Institute of Technology, Sligo 1980 — 1986
Certified public accountant, Accounting
Barclays October 2010 - Present
Jefferies & Company May 2008 - September 2010
Fortis 2006 - 2008
Fortis Bank US 2006 - 2008
Skills
Derivatives, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Equities
Education
Institute of Technology, Sligo 1980 — 1986
Certified public accountant, Accounting
Patti Grant-Wilkinson's Jefferies & Company Experience January 2012 - Present
Job Senior Vice President at Jefferies & Company
Industry Banking
Experience
Jefferies & Company January 2012 - Present
Bryant Miller Olive June 2006 - January 2012
Hunton & Williams April 1990 - May 2006
Education
Georgetown University Law Center 1985 — 1988
JD, Law
Georgetown University 1981 — 1985
BA, English
Jefferies & Company January 2012 - Present
Bryant Miller Olive June 2006 - January 2012
Hunton & Williams April 1990 - May 2006
Education
Georgetown University Law Center 1985 — 1988
JD, Law
Georgetown University 1981 — 1985
BA, English
Jonathan Hatcher, CFA's Jefferies & Company Experience 2010 - Present
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company 2010 - Present
Logan Circle Partners November 2007 - December 2009
Delaware Investments July 2002 - October 2007
Strong Capital March 2000 - July 2002
Conseco March 1997 - March 2000
FDIC June 1993 - March 1997
Skills
Fixed Income, High Yield, Asset Managment, Portfolio Management, Fixed Income Analysis, Trading, Series 7, Relative Value, Credit Analysis, Chartered Financial..., Hedge Funds, Equities, Bonds, Investment Management, Capital Markets, Bloomberg
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Finance
Indiana University Bloomington 1989 — 1993
BS, Finance
Reitz Memorial High School 1985 — 1989
Jefferies & Company 2010 - Present
Logan Circle Partners November 2007 - December 2009
Delaware Investments July 2002 - October 2007
Strong Capital March 2000 - July 2002
Conseco March 1997 - March 2000
FDIC June 1993 - March 1997
Skills
Fixed Income, High Yield, Asset Managment, Portfolio Management, Fixed Income Analysis, Trading, Series 7, Relative Value, Credit Analysis, Chartered Financial..., Hedge Funds, Equities, Bonds, Investment Management, Capital Markets, Bloomberg
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Finance
Indiana University Bloomington 1989 — 1993
BS, Finance
Reitz Memorial High School 1985 — 1989
Anna Garcia, CFA's Jefferies & Company Experience June 2009 - September 2012
Job Investor; Advisor
Industry Investment Banking
Experience
CTA (Canadian Technology Accelerators) August 2015 - Present
DarcMatter January 2015 - Present
AGM Ventures November 2014 - Present
J.P. Morgan January 2013 - October 2014
Jefferies & Company June 2009 - September 2012
Merrill Lynch August 1997 - June 2009
Skills
Capital Markets, Fixed Income, Investment Banking, Alternative Investments, Equities, Financial Markets, Private Equity, Entrepreneurship, Start-ups, Venture Capital, Angel Investing, Interest Rate..., Hedging, Business Strategy, Due Diligence
Education
Ivey Business School at Western University 1995 — 1997
MBA
Lomonosov Moscow State University (MSU) 1988 — 1993
Master of Arts, Economics
CTA (Canadian Technology Accelerators) August 2015 - Present
DarcMatter January 2015 - Present
AGM Ventures November 2014 - Present
J.P. Morgan January 2013 - October 2014
Jefferies & Company June 2009 - September 2012
Merrill Lynch August 1997 - June 2009
Skills
Capital Markets, Fixed Income, Investment Banking, Alternative Investments, Equities, Financial Markets, Private Equity, Entrepreneurship, Start-ups, Venture Capital, Angel Investing, Interest Rate..., Hedging, Business Strategy, Due Diligence
Education
Ivey Business School at Western University 1995 — 1997
MBA
Lomonosov Moscow State University (MSU) 1988 — 1993
Master of Arts, Economics
Omotayo Okusanya, CFA, CPA's Jefferies & Company Experience September 2009 - Present
Job Managing Director, Equity Research (REITs) at Jefferies & Company
Industry Real Estate
Experience
Jefferies & Company September 2009 - Present
UBS Investment Bank 2002 - September 2009
Bertelsmann 2000 - 2002
PricewaterhouseCoopers 1996 - 1998
Education
Harvard Business School 1998 — 2000
MBA, Finance
Rutgers University-New Brunswick 1992 — 1996
BSc, Accounting & Computer Science
King's College Lagos
Jefferies & Company September 2009 - Present
UBS Investment Bank 2002 - September 2009
Bertelsmann 2000 - 2002
PricewaterhouseCoopers 1996 - 1998
Education
Harvard Business School 1998 — 2000
MBA, Finance
Rutgers University-New Brunswick 1992 — 1996
BSc, Accounting & Computer Science
King's College Lagos
John Stacconi's Jefferies & Company Experience January 2012 - Present
Job Managing DirectorGlobal Treasurer at Jefferies & Company
Industry Banking
Experience
Jefferies & Company January 2012 - Present
Nomura January 2010 - December 2011
JP Morgan June 2008 - December 2009
Bear Stearns July 1985 - May 2008
Skills
Electronic Trading, Private Equity, Emerging Markets, Corporate Finance, Hedge Funds, Financial Services, Financial Markets, Management, Capital Markets, Financial Modeling, Options, Treasury Management, Series 7, Financial Structuring, Equities, Asset Management, Structured Finance, Securities, Trading, Investment Banking, Derivatives, Bonds, Valuation, Fixed Income, Portfolio Management, Prime Brokerage, Bloomberg, Equity Research, Due Diligence, Credit Risk, Equity Derivatives, Risk Management, FX Options, Asset Managment, Finance, Structured Products, Credit Derivatives, Financial Analysis, Alternative Investments, Trading Systems, Banking, Financial Risk, Series 63, Investments, Mergers & Acquisitions, Middle Office, Funding
Education
Hofstra University 1981 — 1985
Bachelor’s Degree, Finance and Economics
Schreiber High School 1978 — 1981
Jefferies & Company January 2012 - Present
Nomura January 2010 - December 2011
JP Morgan June 2008 - December 2009
Bear Stearns July 1985 - May 2008
Skills
Electronic Trading, Private Equity, Emerging Markets, Corporate Finance, Hedge Funds, Financial Services, Financial Markets, Management, Capital Markets, Financial Modeling, Options, Treasury Management, Series 7, Financial Structuring, Equities, Asset Management, Structured Finance, Securities, Trading, Investment Banking, Derivatives, Bonds, Valuation, Fixed Income, Portfolio Management, Prime Brokerage, Bloomberg, Equity Research, Due Diligence, Credit Risk, Equity Derivatives, Risk Management, FX Options, Asset Managment, Finance, Structured Products, Credit Derivatives, Financial Analysis, Alternative Investments, Trading Systems, Banking, Financial Risk, Series 63, Investments, Mergers & Acquisitions, Middle Office, Funding
Education
Hofstra University 1981 — 1985
Bachelor’s Degree, Finance and Economics
Schreiber High School 1978 — 1981
Matt Musser's Jefferies & Company Experience June 2012 - Present
Job SVP at Jefferies & Company
Industry Banking
Experience
Jefferies & Company June 2012 - Present
Credit Suisse July 2007 - June 2012
Education
Georgetown University - The McDonough School of Business
BSBA, Finance and Accounting
Jefferies & Company June 2012 - Present
Credit Suisse July 2007 - June 2012
Education
Georgetown University - The McDonough School of Business
BSBA, Finance and Accounting
Stephen Gavalas's Jefferies & Company Experience August 2011 - December 2014
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies December 2014 - Present
Jefferies & Company August 2011 - December 2014
SCHERING-PLOUGH CORPORATION July 2005 - July 2009
Skills
Financial Modeling, Strategy, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Data Analysis, Cross-functional Team..., Project Management, Strategic Planning, Competitive Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master, Business Administration
University of Pennsylvania 2001 — 2005
Bachelor of Arts, Chemistry
Jefferies December 2014 - Present
Jefferies & Company August 2011 - December 2014
SCHERING-PLOUGH CORPORATION July 2005 - July 2009
Skills
Financial Modeling, Strategy, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Data Analysis, Cross-functional Team..., Project Management, Strategic Planning, Competitive Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master, Business Administration
University of Pennsylvania 2001 — 2005
Bachelor of Arts, Chemistry
Joe Leone's Jefferies & Company Experience 2009 - 2011
Job Associate Leveraged Finance at BNP Paribas
Industry Capital Markets
Experience
BNP Paribas 2013 - Present
Ares Management 2011 - 2013
Jefferies & Company 2009 - 2011
Skills
Financial Accounting, Alternative Investments, Leveraged Finance, LBO, Due Diligence, Capital Markets, Financial Modeling, Credit Analysis, Cash Flow Lending, Cash Flow Forecasting, Investment Strategies, Valuation, Financial Analysis, Capital Structure, Investment Banking, Recapitalizations, DCF, Mergers, Mezzanine, Private Equity, Corporate Finance, Financial Structuring, Structured Finance, Loans, Asset Management, Credit Risk, Credit, Buyouts, Syndications, Series 7, Series 63
Education
Indiana University Bloomington
BS, Finance and Accounting
Detroit Country Day High School
Indiana University - Kelley School of Business
Bachelor of Applied Science (BASc), Accounting and Finance
BNP Paribas 2013 - Present
Ares Management 2011 - 2013
Jefferies & Company 2009 - 2011
Skills
Financial Accounting, Alternative Investments, Leveraged Finance, LBO, Due Diligence, Capital Markets, Financial Modeling, Credit Analysis, Cash Flow Lending, Cash Flow Forecasting, Investment Strategies, Valuation, Financial Analysis, Capital Structure, Investment Banking, Recapitalizations, DCF, Mergers, Mezzanine, Private Equity, Corporate Finance, Financial Structuring, Structured Finance, Loans, Asset Management, Credit Risk, Credit, Buyouts, Syndications, Series 7, Series 63
Education
Indiana University Bloomington
BS, Finance and Accounting
Detroit Country Day High School
Indiana University - Kelley School of Business
Bachelor of Applied Science (BASc), Accounting and Finance
Carter Griffin's Jefferies & Company Experience 2002 - 2003
Job Chief Executive Officer at Nasolux
Industry Medical Devices
Experience
Nasolux September 2010 - Present
WFD Ventures 2005 - 2008
Credit Suisse 2003 - 2004
Jefferies & Company 2002 - 2003
Education
Harvard Business School 2008 — 2010
MBA
Princeton University 1998 — 2002
Nasolux September 2010 - Present
WFD Ventures 2005 - 2008
Credit Suisse 2003 - 2004
Jefferies & Company 2002 - 2003
Education
Harvard Business School 2008 — 2010
MBA
Princeton University 1998 — 2002
Jared Reyes's Jefferies & Company Experience 2010 - 2011
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Trive Capital 2013 - 2015
Rockland Capital 2011 - 2013
Jefferies & Company 2010 - 2011
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
The University of Texas at Austin 2005 — 2009
BBA, Business Honors, Finance
Trive Capital 2013 - 2015
Rockland Capital 2011 - 2013
Jefferies & Company 2010 - 2011
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
The University of Texas at Austin 2005 — 2009
BBA, Business Honors, Finance
Nauman (Nick) Toor's Jefferies & Company Experience January 2002 - 2006
Job Founding Partner and Chief Investment Officer at Luzich Partners llc
Industry Financial Services
Experience
Luzich Partners llc December 2012 - Present
BlackRoot Capital January 2007 - October 2012
Jefferies & Company January 2002 - 2006
Netsperanto.com September 1999 - December 2000
Skills
Investment Banking, Equities, Private Equity, Venture Capital, Capital Markets, Hedge Funds, Mergers, Valuation, Capital Raising, Corporate Finance, Equity Research, Financial Modeling, Alternative Investments, Investments, LBO, Asset Management, Bloomberg, Business Valuation, Corporate Development, Divestitures, Due Diligence, Emerging Markets, Equity Valuation, Financial Analysis, Financial Structuring, Fixed Income, IPO, Investment Management, Investment Strategies, Investor Relations, Leveraged Finance, M, Mergers, Mutual Funds, Options, Portfolio Management, Private Placements, Restructuring, Series 7, Trading, Mergers & Acquisitions
Education
Harvard Business School
MBA, Business
Ohio Wesleyan University
BA, Economics/Math
Luzich Partners llc December 2012 - Present
BlackRoot Capital January 2007 - October 2012
Jefferies & Company January 2002 - 2006
Netsperanto.com September 1999 - December 2000
Skills
Investment Banking, Equities, Private Equity, Venture Capital, Capital Markets, Hedge Funds, Mergers, Valuation, Capital Raising, Corporate Finance, Equity Research, Financial Modeling, Alternative Investments, Investments, LBO, Asset Management, Bloomberg, Business Valuation, Corporate Development, Divestitures, Due Diligence, Emerging Markets, Equity Valuation, Financial Analysis, Financial Structuring, Fixed Income, IPO, Investment Management, Investment Strategies, Investor Relations, Leveraged Finance, M, Mergers, Mutual Funds, Options, Portfolio Management, Private Placements, Restructuring, Series 7, Trading, Mergers & Acquisitions
Education
Harvard Business School
MBA, Business
Ohio Wesleyan University
BA, Economics/Math
Bill Cooling's Jefferies & Company Experience 2013 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2013 - Present
Gleacher & Company 2009 - June 2013
JPMorgan 2003 - 2009
Skills
Investment Banking, Mergers, Capital Markets, Investments, Equities, Debt Raising
Education
Georgetown University 1999 — 2003
B.A., Government & History
Jefferies & Company 2013 - Present
Gleacher & Company 2009 - June 2013
JPMorgan 2003 - 2009
Skills
Investment Banking, Mergers, Capital Markets, Investments, Equities, Debt Raising
Education
Georgetown University 1999 — 2003
B.A., Government & History
Balaji Jayaraman, CFA's Jefferies & Company Experience August 2011 - Present
Job Senior Vice President Equity Sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company August 2011 - Present
Morgan Stanley September 2009 - May 2011
Morgan Stanley August 2003 - March 2009
ASKRJ Associats Limited 2000 - 2002
Education
Indian School of Business 2002 — 2003
MBA, Finance
Institute of Chartered Accountants of India 1994 — 1997
Chartered Accountant, Accounting and Finance
Jefferies & Company August 2011 - Present
Morgan Stanley September 2009 - May 2011
Morgan Stanley August 2003 - March 2009
ASKRJ Associats Limited 2000 - 2002
Education
Indian School of Business 2002 — 2003
MBA, Finance
Institute of Chartered Accountants of India 1994 — 1997
Chartered Accountant, Accounting and Finance
Parveen Nandal's Jefferies & Company Experience 2004 - 2006
Job Vice President, Finance at Marin Software
Industry Internet
Experience
Marin Software 2013 - Present
Yahoo! 2006 - 2012
Jefferies & Company 2004 - 2006
Banc of America Securities 2000 - 2004
PwC 1998 - 2000
Skills
Analytics, Start-ups, Venture Capital, Corporate Development, Financial Modeling, Corporate FP&A, Corporate Finance, Strategic Partnerships, Product Management, Strategy, Mergers, Finance, Mergers & Acquisitions
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1998
MBA, Finance
Indian Institute of Technology, Delhi 1991 — 1995
B. Tech., Engineering
Marin Software 2013 - Present
Yahoo! 2006 - 2012
Jefferies & Company 2004 - 2006
Banc of America Securities 2000 - 2004
PwC 1998 - 2000
Skills
Analytics, Start-ups, Venture Capital, Corporate Development, Financial Modeling, Corporate FP&A, Corporate Finance, Strategic Partnerships, Product Management, Strategy, Mergers, Finance, Mergers & Acquisitions
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1998
MBA, Finance
Indian Institute of Technology, Delhi 1991 — 1995
B. Tech., Engineering
Ed Cao's Jefferies & Company Experience July 2009 - June 2012
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Smashburger January 2013 - July 2015
Jefferies & Company July 2009 - June 2012
Skills
Investment Banking, Analysis, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions, Microsoft Office, LBO
Education
Harvard Business School 2015 — 2017
University of Virginia 2005 — 2009
B.S., Commerce
Smashburger January 2013 - July 2015
Jefferies & Company July 2009 - June 2012
Skills
Investment Banking, Analysis, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions, Microsoft Office, LBO
Education
Harvard Business School 2015 — 2017
University of Virginia 2005 — 2009
B.S., Commerce
David Roussel's Jefferies & Company Experience April 2003 - May 2014
Job Cattle Rancher
Industry Ranching
Experience
Lexington Independent School District May 2015 - Present
Retired May 2014 - Present
Jefferies & Company April 2003 - May 2014
Skills
Acquisitions, Capital Markets, Fixed Income, Risk Management, Strategic Planning, Valuation, Equities, Strategy
Education
Harvard Business School 1993 — 1993
Advance Management Program
Iowa State University 1967 — 1971
Bachelor's Degree, Mechanical Engineering
Lexington Independent School District May 2015 - Present
Retired May 2014 - Present
Jefferies & Company April 2003 - May 2014
Skills
Acquisitions, Capital Markets, Fixed Income, Risk Management, Strategic Planning, Valuation, Equities, Strategy
Education
Harvard Business School 1993 — 1993
Advance Management Program
Iowa State University 1967 — 1971
Bachelor's Degree, Mechanical Engineering
Chris Sarkesian's Jefferies & Company Experience July 2011 - January 2013
Job Analyst at Force Capital Management
Industry Investment Management
Experience
Force Capital Management June 2015 - Present
Leucadia National Corporation & Jefferies Group LLC January 2013 - June 2015
Jefferies & Company July 2011 - January 2013
Bloomberg June 2010 - August 2010
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Capital Markets
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Business - Finance
Force Capital Management June 2015 - Present
Leucadia National Corporation & Jefferies Group LLC January 2013 - June 2015
Jefferies & Company July 2011 - January 2013
Bloomberg June 2010 - August 2010
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Capital Markets
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Business - Finance
Ruth Kwan's Jefferies & Company Experience July 2009 - April 2010
Job Assistant Vice President Barclays IBD, Infrastructure Project Finance
Industry Investment Banking
Experience
Barclays Investment Bank March 2015 - Present
Alvarez & Marsal January 2014 - February 2015
Shearman & Sterling LLP April 2013 - December 2013
BlackRock October 2011 - April 2013
Morgan Stanley May 2010 - September 2011
Jefferies & Company July 2009 - April 2010
NAVSTAR Advisors July 2006 - January 2009
Skills
Valuation, Private Equity, Entrepreneurship, Financial Analysis, Alternative Investments, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Capital Markets, Corporate Finance, Emerging Markets, Equity Research, Venture Capital, LBO, Investments, M&A experience, Asset Management, Due Diligence, Securities, Corporate Development, Mergers & Acquisitions, Derivatives, Equities, Restructuring, Fixed Income, Economics, Leveraged Finance, Structured Finance, Investor Relations, Finance, Portfolio Management, Data Analysis, Business Strategy, Strategy, Analysis, Strategic Consulting, Management, Research, Financial Services, Financial Structuring
Education
Harvard University 2005 — 2009
Bachelor's Degree, Psychology and Economics
Stuyvesant High School 2001 — 2005
High School
Barclays Investment Bank March 2015 - Present
Alvarez & Marsal January 2014 - February 2015
Shearman & Sterling LLP April 2013 - December 2013
BlackRock October 2011 - April 2013
Morgan Stanley May 2010 - September 2011
Jefferies & Company July 2009 - April 2010
NAVSTAR Advisors July 2006 - January 2009
Skills
Valuation, Private Equity, Entrepreneurship, Financial Analysis, Alternative Investments, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Capital Markets, Corporate Finance, Emerging Markets, Equity Research, Venture Capital, LBO, Investments, M&A experience, Asset Management, Due Diligence, Securities, Corporate Development, Mergers & Acquisitions, Derivatives, Equities, Restructuring, Fixed Income, Economics, Leveraged Finance, Structured Finance, Investor Relations, Finance, Portfolio Management, Data Analysis, Business Strategy, Strategy, Analysis, Strategic Consulting, Management, Research, Financial Services, Financial Structuring
Education
Harvard University 2005 — 2009
Bachelor's Degree, Psychology and Economics
Stuyvesant High School 2001 — 2005
High School
Daniel McGrath's Jefferies & Company Experience 1999 - 2000
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2013 - Present
UBS Investment Bank December 2003 - 2011
ABN AMRO Bank N.V. April 2002 - December 2003
ING Barings April 2000 - April 2002
Jefferies & Company 1999 - 2000
Pershing 1986 - 1999
Skills
Prime Brokerage, Hedge Funds, Middle Office, Financial Services, Operational Risk, Leadership, Relationship Management, Operations Management, Account Management, Team Leadership, Building Relationships, Strategic Leadership, Helping Clients Succeed, Organizational..., Leadership Development, Straight Through..., Cost Management, Equities, Governance, Client Facing Skills, Client Service, Offshore Outsourcing, Change Leadership, Mentoring, Leading Large Teams, Personnel Development, Personnel Leadership, Process Efficiency
Education
Iona College
BBA, Finance
Albertus Magnus HS
Wells Fargo Securities January 2013 - Present
UBS Investment Bank December 2003 - 2011
ABN AMRO Bank N.V. April 2002 - December 2003
ING Barings April 2000 - April 2002
Jefferies & Company 1999 - 2000
Pershing 1986 - 1999
Skills
Prime Brokerage, Hedge Funds, Middle Office, Financial Services, Operational Risk, Leadership, Relationship Management, Operations Management, Account Management, Team Leadership, Building Relationships, Strategic Leadership, Helping Clients Succeed, Organizational..., Leadership Development, Straight Through..., Cost Management, Equities, Governance, Client Facing Skills, Client Service, Offshore Outsourcing, Change Leadership, Mentoring, Leading Large Teams, Personnel Development, Personnel Leadership, Process Efficiency
Education
Iona College
BBA, Finance
Albertus Magnus HS
Pierre-Matthieu Gompertz's Jefferies & Company Experience June 2010 - August 2010
Job MBA candidate at Harvard Business School, class of 2017
Industry Higher Education
Experience
Roland Berger Strategy Consultants January 2014 - August 2015
Roland Berger Strategy Consultants March 2013 - December 2013
HSBC Private Bank March 2012 - January 2013
HSBC Private Bank August 2011 - March 2012
Jefferies & Company June 2010 - August 2010
Dongzhen Centre for Human Rights Education June 2009 - August 2009
Skills
International Relations, Asset Allocation, Strategic Planning, Business Strategy, Equities, Portfolio Management, Investments, Strategy, Financial Modeling, Market Research
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
London School of Economics and Political Science 2008 — 2011
BSc, International Relations, 2.1
Lycee Francais Charles de Gaulle 2006 — 2007
Baccalaureate, Economics and Sociology, 16.7/20
Roland Berger Strategy Consultants January 2014 - August 2015
Roland Berger Strategy Consultants March 2013 - December 2013
HSBC Private Bank March 2012 - January 2013
HSBC Private Bank August 2011 - March 2012
Jefferies & Company June 2010 - August 2010
Dongzhen Centre for Human Rights Education June 2009 - August 2009
Skills
International Relations, Asset Allocation, Strategic Planning, Business Strategy, Equities, Portfolio Management, Investments, Strategy, Financial Modeling, Market Research
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
London School of Economics and Political Science 2008 — 2011
BSc, International Relations, 2.1
Lycee Francais Charles de Gaulle 2006 — 2007
Baccalaureate, Economics and Sociology, 16.7/20
Peter Lombard's Jefferies & Company Experience 2005 - 2008
Job Managing Director at Piper Jaffray & Co. Head of TMT M&A
Industry Financial Services
Experience
Piper Jaffray & Co. June 2008 - Present
Jefferies & Company 2005 - 2008
Cowen and Company 2002 - 2005
Robertson Stephens/BancBoston Robertson Stephens 1997 - 2002
Prudential Securities 1995 - 1997
Merrill Lynch 1986 - 1995
Skills
Mergers & Acquisitions, M&A Negotiations, Investment Banking, Cross-border M&A, Corporate Governance, Private Equity, Venture Capital, Boardrooms
Education
Harvard Business School 1981 — 1983
MBA
Harvard University 1974 — 1978
AB, History
Phillips Academy 1970 — 1974
High School diploma
Piper Jaffray & Co. June 2008 - Present
Jefferies & Company 2005 - 2008
Cowen and Company 2002 - 2005
Robertson Stephens/BancBoston Robertson Stephens 1997 - 2002
Prudential Securities 1995 - 1997
Merrill Lynch 1986 - 1995
Skills
Mergers & Acquisitions, M&A Negotiations, Investment Banking, Cross-border M&A, Corporate Governance, Private Equity, Venture Capital, Boardrooms
Education
Harvard Business School 1981 — 1983
MBA
Harvard University 1974 — 1978
AB, History
Phillips Academy 1970 — 1974
High School diploma
Cynthia Adams's Jefferies & Company Experience May 2012 - Present
Job Managing Director, Legal & Compliance, Jefferies
Industry Financial Services
Experience
Jefferies & Company May 2012 - Present
Morgan Stanley Smith Barney June 2009 - April 2012
Citi Global Wealth Management January 2005 - June 2009
WilmerHale October 2003 - December 2004
Financial Industry Regulatory Authority November 1999 - August 2003
Sullivan & Cromwell LLP October 1995 - November 1999
U.S. District Court, Washington, D.C. September 1994 - September 1995
Education
Howard University School of Law 1991 — 1994
J.D., Cum Laude
The College of William and Mary
Bachelor of Arts, Government
Jefferies & Company May 2012 - Present
Morgan Stanley Smith Barney June 2009 - April 2012
Citi Global Wealth Management January 2005 - June 2009
WilmerHale October 2003 - December 2004
Financial Industry Regulatory Authority November 1999 - August 2003
Sullivan & Cromwell LLP October 1995 - November 1999
U.S. District Court, Washington, D.C. September 1994 - September 1995
Education
Howard University School of Law 1991 — 1994
J.D., Cum Laude
The College of William and Mary
Bachelor of Arts, Government
Gregory Montagna's Jefferies & Company Experience January 2015 - Present
Job Vice President, Mergers & Acquisitions at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company January 2015 - Present
Jefferies & Company May 2010 - August 2012
Oppenheimer & Co. September 2008 - April 2010
Bear Stearns 2006 - 2008
Skills
Financial Modeling, Valuation, LBO, Capital Markets, Investment Banking, Business Valuation, Due Diligence, Hedge Funds, Corporate Finance, Private Equity, Financial Analysis, Mergers, Venture Capital, DCF, Equities, Private Placements, Corporate Development, IPO, Asset Managment, Leveraged Finance, M&A experience, Investments, Finance, Equity Research, Restructuring, Portfolio Management, Acquisitions, Alternative Investments, Bloomberg, Buy-side
Education
Indiana University 2004 — 2006
Masters in Business Administration, Financial Analysis
Indiana University - Kelley School of Business 2001 — 2004
Bachelor of Science in Business Administration, Accounting and Finance
St. Jeanne 1987 — 1997
Santa Margarita
Jefferies & Company January 2015 - Present
Jefferies & Company May 2010 - August 2012
Oppenheimer & Co. September 2008 - April 2010
Bear Stearns 2006 - 2008
Skills
Financial Modeling, Valuation, LBO, Capital Markets, Investment Banking, Business Valuation, Due Diligence, Hedge Funds, Corporate Finance, Private Equity, Financial Analysis, Mergers, Venture Capital, DCF, Equities, Private Placements, Corporate Development, IPO, Asset Managment, Leveraged Finance, M&A experience, Investments, Finance, Equity Research, Restructuring, Portfolio Management, Acquisitions, Alternative Investments, Bloomberg, Buy-side
Education
Indiana University 2004 — 2006
Masters in Business Administration, Financial Analysis
Indiana University - Kelley School of Business 2001 — 2004
Bachelor of Science in Business Administration, Accounting and Finance
St. Jeanne 1987 — 1997
Santa Margarita
Teddy Desloge's Jefferies & Company Experience July 2010 - August 2012
Job Associate at GSO Capital Partners
Industry Venture Capital & Private Equity
Experience
GSO Capital Partners July 2015 - Present
Gefinor Capital January 2013 - July 2015
Jefferies & Company July 2010 - August 2012
York Capital Management June 2009 - August 2009
Skills
Valuation, Investment Banking, Financial Modeling, LBO, DCF, Capital Markets, Hedge Funds, Fixed Income, Financial Analysis, Credit Analysis, Leveraged Finance, Bloomberg
Education
Hobart and William Smith Colleges 2006 — 2010
Bachelor of Arts (B.A.), Economics
GSO Capital Partners July 2015 - Present
Gefinor Capital January 2013 - July 2015
Jefferies & Company July 2010 - August 2012
York Capital Management June 2009 - August 2009
Skills
Valuation, Investment Banking, Financial Modeling, LBO, DCF, Capital Markets, Hedge Funds, Fixed Income, Financial Analysis, Credit Analysis, Leveraged Finance, Bloomberg
Education
Hobart and William Smith Colleges 2006 — 2010
Bachelor of Arts (B.A.), Economics
Lisa Conway's Jefferies & Company Experience July 2012 - July 2013
Job Vice President at PJT Partners (formerly Blackstone Advisory Partners)
Industry Capital Markets
Experience
PJT Partners (formerly Blackstone Advisory Partners) October 2015 - Present
The Blackstone Group August 2013 - October 2015
Jefferies & Company July 2012 - July 2013
Jefferies & Company September 2011 - July 2012
Canaccord Genuity Inc. September 2009 - August 2011
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Due Diligence, Equities, Financial Advisory, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Investment Banking, Investments, Finance, Bloomberg
Education
The Hong Kong University of Science and Technology 2009 — 2009
Exchange
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
HBA
Neuchatel Junior College 2004 — 2005
Forest Hill Collegiate Institute 2001 — 2005
PJT Partners (formerly Blackstone Advisory Partners) October 2015 - Present
The Blackstone Group August 2013 - October 2015
Jefferies & Company July 2012 - July 2013
Jefferies & Company September 2011 - July 2012
Canaccord Genuity Inc. September 2009 - August 2011
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Due Diligence, Equities, Financial Advisory, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Investment Banking, Investments, Finance, Bloomberg
Education
The Hong Kong University of Science and Technology 2009 — 2009
Exchange
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
HBA
Neuchatel Junior College 2004 — 2005
Forest Hill Collegiate Institute 2001 — 2005
John Fahnenstiel's Jefferies & Company Experience July 2011 - July 2013
Job Chicago Area
Industry Financial Services
Experience
Bloomberg LP June 2015 - August 2015
Palm Island Enviro-Informatics January 2015 - May 2015
University of Minnesota August 2013 - May 2015
The Statesman August 2013 - May 2015
Jefferies & Company July 2011 - July 2013
FBR June 2010 - August 2010
Skills
Economics, Microsoft Excel, Financial Analysis, Microsoft Office, Research
Education
University of Minnesota Duluth 2013 — 2015
Master’s Degree, Computational and Applied Mathematics
Harvard University 2007 — 2011
Bachelor’s Degree, Economics
North Muskegon High School 2004 — 2007
High School
Bloomberg LP June 2015 - August 2015
Palm Island Enviro-Informatics January 2015 - May 2015
University of Minnesota August 2013 - May 2015
The Statesman August 2013 - May 2015
Jefferies & Company July 2011 - July 2013
FBR June 2010 - August 2010
Skills
Economics, Microsoft Excel, Financial Analysis, Microsoft Office, Research
Education
University of Minnesota Duluth 2013 — 2015
Master’s Degree, Computational and Applied Mathematics
Harvard University 2007 — 2011
Bachelor’s Degree, Economics
North Muskegon High School 2004 — 2007
High School
Emma Augustyn's Jefferies & Company Experience August 2000 - Present
Job VP of Administration at Jefferies LLC
Industry Investment Banking
Experience
Jefferies & Company August 2000 - Present
Skills
Equities, Capital Markets, Fixed Income, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Bloomberg
Education
Hofstra University
BS, International Business
Kellenberg Memorial High School
Jefferies & Company August 2000 - Present
Skills
Equities, Capital Markets, Fixed Income, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Bloomberg
Education
Hofstra University
BS, International Business
Kellenberg Memorial High School
Mariana Zarur Graf's Jefferies & Company Experience January 2013 - Present
Job EM Fixed Income Sales, VP en Jefferies & Company
Industry Banking
Experience
Jefferies & Company January 2013 - Present
UBS Securities Co., Ltd August 2012 - December 2012
UBS Investment Bank June 2011 - June 2012
UBS October 2010 - July 2011
Banco de México November 2006 - September 2010
Education
ITAM 2008 — 2010
Master in Finance
ITAM 2002 — 2007
BA, Economics
Jefferies & Company January 2013 - Present
UBS Securities Co., Ltd August 2012 - December 2012
UBS Investment Bank June 2011 - June 2012
UBS October 2010 - July 2011
Banco de México November 2006 - September 2010
Education
ITAM 2008 — 2010
Master in Finance
ITAM 2002 — 2007
BA, Economics
Tom Nock's Jefferies & Company Experience October 1987 - May 1989
Job Institutional Sales at Longbow Research
Industry Financial Services
Experience
TPN35 LLC January 2013 - Present
Longbow Research September 2011 - July 2012
Nock Inc May 1989 - May 2011
Jefferies & Company October 1987 - May 1989
Education
Hamilton College 1981 — 1985
St. Ignatius High School 1977 — 1981
TPN35 LLC January 2013 - Present
Longbow Research September 2011 - July 2012
Nock Inc May 1989 - May 2011
Jefferies & Company October 1987 - May 1989
Education
Hamilton College 1981 — 1985
St. Ignatius High School 1977 — 1981
Suzanne Boggs's Jefferies & Company Experience July 2007 - April 2010
Job Student at Harvard Business School
Industry Real Estate
Experience
Hilton Worldwide May 2011 - August 2011
Jefferies & Company July 2007 - April 2010
Education
Harvard Business School 2010 — 2012
University of Virginia 2003 — 2007
BS, Commerce
Hilton Worldwide May 2011 - August 2011
Jefferies & Company July 2007 - April 2010
Education
Harvard Business School 2010 — 2012
University of Virginia 2003 — 2007
BS, Commerce
Sagar Janveja's Jefferies & Company Experience May 2006 - August 2006
Job Vice President at Aon Securities, Inc.
Industry Investment Banking
Experience
Aon Benfield July 2015 - Present
First Analysis Securities Corporation October 2014 - June 2015
KPMG Corporate Finance LLC July 2012 - October 2014
Scott-Macon, Ltd. June 2008 - May 2012
Banc of America Securities LLC June 2007 - June 2008
Jefferies & Company May 2006 - August 2006
Merrill Lynch & Co. June 2001 - July 2005
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Mergers, Investments, Valuation, Financial Modeling, Asset Management, Analysis, Finance, Strategy, Private Equity, Venture Capital, Private Placements, Corporate Finance, Equities, Debt
Education
Georgetown University - The McDonough School of Business 2005 — 2007
M.B.A
University of Michigan 1997 — 2001
B.A
Aon Benfield July 2015 - Present
First Analysis Securities Corporation October 2014 - June 2015
KPMG Corporate Finance LLC July 2012 - October 2014
Scott-Macon, Ltd. June 2008 - May 2012
Banc of America Securities LLC June 2007 - June 2008
Jefferies & Company May 2006 - August 2006
Merrill Lynch & Co. June 2001 - July 2005
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Mergers, Investments, Valuation, Financial Modeling, Asset Management, Analysis, Finance, Strategy, Private Equity, Venture Capital, Private Placements, Corporate Finance, Equities, Debt
Education
Georgetown University - The McDonough School of Business 2005 — 2007
M.B.A
University of Michigan 1997 — 2001
B.A
J.C. Walsh's Jefferies & Company Experience October 2010 - Present
Job MDJefferies & Co.
Industry Investment Management
Experience
Jefferies & Company October 2010 - Present
Citigroup Private Bank 2004 - 2010
Skills
Portfolio Management
Education
Hofstra University 1990 — 1992
Bachelor of Business Administration, Marketing
Jefferies & Company October 2010 - Present
Citigroup Private Bank 2004 - 2010
Skills
Portfolio Management
Education
Hofstra University 1990 — 1992
Bachelor of Business Administration, Marketing
Niki S. Lawrence's Jefferies & Company Experience September 2007 - March 2012
Job Data/Research Manager at UM WW
Industry Investment Banking
Experience
UM WW June 2012 - Present
Jefferies & Company September 2007 - March 2012
NBCUniversal, Inc. September 2005 - February 2007
Skills
PeopleSoft, Data Analysis, Access, Performance Management, Business Analysis, Analysis, Microsoft Excel, Business Objects, SQL, Outlook, PowerPoint, Databases, Database Administration, SharePoint, Oracle, Microsoft Word
Education
Hofstra University 2000 — 2004
Liberal Arts
UM WW June 2012 - Present
Jefferies & Company September 2007 - March 2012
NBCUniversal, Inc. September 2005 - February 2007
Skills
PeopleSoft, Data Analysis, Access, Performance Management, Business Analysis, Analysis, Microsoft Excel, Business Objects, SQL, Outlook, PowerPoint, Databases, Database Administration, SharePoint, Oracle, Microsoft Word
Education
Hofstra University 2000 — 2004
Liberal Arts
Nevin Raj's Jefferies & Company Experience May 2012 - August 2012
Job Private Equity Associate at Riverside Partners
Industry Venture Capital & Private Equity
Experience
Riverside Partners June 2015 - Present
McKinsey & Company August 2013 - June 2015
Jefferies & Company May 2012 - August 2012
AxialMarket June 2011 - August 2011
Skills
Financial Modeling, Statistical Modeling, Programming, Web Development, Economics, Valuation, Investment Banking, Start-ups, Fitness, Venture Capital, Financial Analysis, Social Media, Strategy, PowerPoint, Mergers & Acquisitions, Data Analysis, Research, Microsoft Office
Education
Harvard University 2009 — 2013
BA, Applied Mathematics
Riverside Partners June 2015 - Present
McKinsey & Company August 2013 - June 2015
Jefferies & Company May 2012 - August 2012
AxialMarket June 2011 - August 2011
Skills
Financial Modeling, Statistical Modeling, Programming, Web Development, Economics, Valuation, Investment Banking, Start-ups, Fitness, Venture Capital, Financial Analysis, Social Media, Strategy, PowerPoint, Mergers & Acquisitions, Data Analysis, Research, Microsoft Office
Education
Harvard University 2009 — 2013
BA, Applied Mathematics
Timothy Grabis's Jefferies & Company Experience May 2014 - August 2014
Job Equity Trading at Jefferies & Company
Industry Financial Services
Experience
Jefferies July 2015 - Present
Dropping the Puck on Cancer May 2014 - May 2015
Jefferies & Company May 2014 - August 2014
Knall-Cohen Fund August 2013 - February 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Access, Teamwork, Data Analysis, Research, Equities
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, Junior
Bernards High School 2007 — 2011
Jefferies July 2015 - Present
Dropping the Puck on Cancer May 2014 - May 2015
Jefferies & Company May 2014 - August 2014
Knall-Cohen Fund August 2013 - February 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Access, Teamwork, Data Analysis, Research, Equities
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, Junior
Bernards High School 2007 — 2011
Ryan Wofford's Jefferies & Company Experience March 2013 - May 2013
Job Distressed Loan Operations
Industry Banking
Experience
Citco Financial Services December 2014 - Present
Deutsche Bank August 2013 - December 2014
Angelo, Gordon & Co. May 2013 - August 2013
Jefferies & Company March 2013 - May 2013
Credit Suisse December 2006 - September 2012
LaSalle Bank August 2004 - December 2006
Skills
Fixed Income, Derivatives, Credit Derivatives, Equities, Structured Products, Banking, Trading Systems, Private Banking, CLO, collateralized loan..., CDO, Middle Office, TRS, Distressed Debt, KYC, Asset Management, FX Spot, Corporate Actions, Hedge Funds, Financial Services
Education
Indiana University Bloomington 1998 — 2001
Bachelor of Arts (B.A.), Economics, 3.5
Citco Financial Services December 2014 - Present
Deutsche Bank August 2013 - December 2014
Angelo, Gordon & Co. May 2013 - August 2013
Jefferies & Company March 2013 - May 2013
Credit Suisse December 2006 - September 2012
LaSalle Bank August 2004 - December 2006
Skills
Fixed Income, Derivatives, Credit Derivatives, Equities, Structured Products, Banking, Trading Systems, Private Banking, CLO, collateralized loan..., CDO, Middle Office, TRS, Distressed Debt, KYC, Asset Management, FX Spot, Corporate Actions, Hedge Funds, Financial Services
Education
Indiana University Bloomington 1998 — 2001
Bachelor of Arts (B.A.), Economics, 3.5
John Suliman's Jefferies & Company Experience May 2006 - August 2006
Job Managing Partner at Step Partners
Industry Venture Capital & Private Equity
Experience
Step Partners September 2012 - Present
Zaarly, Inc May 2011 - Present
Sands Capital Ventures 2010 - August 2012
Complete Genomics Inc. April 2010 - November 2010
Sands Capital Management 2008 - 2010
Jefferies & Company May 2006 - August 2006
Jefferies & Company May 2005 - August 2005
Skills
Entrepreneurship, Venture Capital, Start-ups, Financial Analysis, Financial Modeling, Valuation
Education
Georgetown University 2003 — 2007
Step Partners September 2012 - Present
Zaarly, Inc May 2011 - Present
Sands Capital Ventures 2010 - August 2012
Complete Genomics Inc. April 2010 - November 2010
Sands Capital Management 2008 - 2010
Jefferies & Company May 2006 - August 2006
Jefferies & Company May 2005 - August 2005
Skills
Entrepreneurship, Venture Capital, Start-ups, Financial Analysis, Financial Modeling, Valuation
Education
Georgetown University 2003 — 2007
david puschak's Jefferies & Company Experience
Job avp at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company
Skills
Fixed Income, Capital Markets, Equities
Education
Illinois State University
leo high
Jefferies & Company
Skills
Fixed Income, Capital Markets, Equities
Education
Illinois State University
leo high
Daniel Mendelsohn's Jefferies & Company Experience 2013 - Present
Job Analyst at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2013 - Present
Standard Chartered Bank 2011 - 2012
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2011
Bachelor of Arts, Honors Business Administration
Jefferies & Company 2013 - Present
Standard Chartered Bank 2011 - 2012
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2011
Bachelor of Arts, Honors Business Administration
Joshua Phillips's Jefferies & Company Experience June 1997 - April 2001
Job Managing Partner at TerraMar Capital LLC
Industry Venture Capital & Private Equity
Experience
TerraMar Capital LLC August 2015 - Present
Peninsula Pacific Strategic Partners July 2013 - Present
Aurora Resurgence Management Partners September 2007 - June 2013
American Capital September 2003 - September 2007
Jefferies & Company June 1997 - April 2001
Skills
Private Equity, Investment Banking, LBO, Investments, Venture Capital, Mergers & Acquisitions, Middle Market, Corporate Development, Management, Due Diligence, Leveraged Finance, Valuation, Financial Modeling
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA)
UCLA 1994 — 1997
Bachelor of Arts (B.A.), Business/Economics
TerraMar Capital LLC August 2015 - Present
Peninsula Pacific Strategic Partners July 2013 - Present
Aurora Resurgence Management Partners September 2007 - June 2013
American Capital September 2003 - September 2007
Jefferies & Company June 1997 - April 2001
Skills
Private Equity, Investment Banking, LBO, Investments, Venture Capital, Mergers & Acquisitions, Middle Market, Corporate Development, Management, Due Diligence, Leveraged Finance, Valuation, Financial Modeling
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA)
UCLA 1994 — 1997
Bachelor of Arts (B.A.), Business/Economics
Alec Ellison's Jefferies & Company Experience 2003 - Present
Job Vice Chairman at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2003 - Present
Jefferies & Company 2003 - Present
Broadview International August 1988 - December 2003
Morgan Stanley August 1984 - August 1986
Skills
Venture Capital, Strategic Partnerships, Private Equity, Entrepreneurship, Mergers & Acquisitions, Start-ups, Business Development, Due Diligence, Business Strategy, Management, Asset Management
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Yale University 1980 — 1984
Bachelor of Arts (B.A.), History and Economics
Jefferies & Company 2003 - Present
Jefferies & Company 2003 - Present
Broadview International August 1988 - December 2003
Morgan Stanley August 1984 - August 1986
Skills
Venture Capital, Strategic Partnerships, Private Equity, Entrepreneurship, Mergers & Acquisitions, Start-ups, Business Development, Due Diligence, Business Strategy, Management, Asset Management
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Yale University 1980 — 1984
Bachelor of Arts (B.A.), History and Economics
Amy Pendergast's Jefferies & Company Experience 2006 - 2010
Job Risk Management & Insurance at Time Warner Inc.
Industry Entertainment
Experience
Time Warner Inc. October 2011 - Present
Canoe Ventures 2010 - 2011
Jefferies & Company 2006 - 2010
Education
Hobart and William Smith Colleges 1997 — 2001
Dana Hall
Time Warner Inc. October 2011 - Present
Canoe Ventures 2010 - 2011
Jefferies & Company 2006 - 2010
Education
Hobart and William Smith Colleges 1997 — 2001
Dana Hall
Diane Klein's Jefferies & Company Experience January 2002 - March 2004
Job Financial Services Professional
Industry Financial Services
Experience
Credit Agricole Cheuvreux NA Inc March 2004 - July 2013
Jefferies & Company January 2002 - March 2004
Credit Agricole Cheuvreux North America Inc March 1994 - December 2001
Skills
Series 7, Series 63, series 55, trade processing, trade settlement, trade reconciliation, Customer Oriented, Customer Support
Education
Hofstra University 1983 — 1985
Economics
Nassau Community College 1981 — 1983
Liberal Arts and Sciences, General Studies and Humanities
Wantagh High School 1978 — 1981
Credit Agricole Cheuvreux NA Inc March 2004 - July 2013
Jefferies & Company January 2002 - March 2004
Credit Agricole Cheuvreux North America Inc March 1994 - December 2001
Skills
Series 7, Series 63, series 55, trade processing, trade settlement, trade reconciliation, Customer Oriented, Customer Support
Education
Hofstra University 1983 — 1985
Economics
Nassau Community College 1981 — 1983
Liberal Arts and Sciences, General Studies and Humanities
Wantagh High School 1978 — 1981
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS