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
Matthew Hertz Matthew Hertz's Jefferies & Company Experience May 2007 - August 2007
Job Director of Operations at Shyp
Industry Internet
Experience
Shyp August 2014 - Present
Birchbox November 2010 - July 2014
Rent The Runway November 2009 - October 2010
RNK Capital June 2008 - November 2009
Jefferies & Company May 2007 - August 2007
CNBC May 2006 - August 2006
Red Leaf Cards and Collectibles 1999 - 2004
Skills
Entrepreneurship, Strategy, Competitive Analysis, Business Development, Logistics Management, Analysis, Sales, E-commerce, Supply Chain, Logistics, Cross-functional Team..., New Business Development, Management, Marketing, Operations Management, Supply Chain Management
Education
McGill University
Bachelor of Commerce, Finance
Shyp August 2014 - Present
Birchbox November 2010 - July 2014
Rent The Runway November 2009 - October 2010
RNK Capital June 2008 - November 2009
Jefferies & Company May 2007 - August 2007
CNBC May 2006 - August 2006
Red Leaf Cards and Collectibles 1999 - 2004
Skills
Entrepreneurship, Strategy, Competitive Analysis, Business Development, Logistics Management, Analysis, Sales, E-commerce, Supply Chain, Logistics, Cross-functional Team..., New Business Development, Management, Marketing, Operations Management, Supply Chain Management
Education
McGill University
Bachelor of Commerce, Finance
Daniel Gilman's Jefferies & Company Experience July 2011 - Present
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2011 - Present
Fundamental Advisors LP February 2009 - July 2011
Citi February 2000 - January 2009
Skills
Investment Banking, Capital Markets, Trading, Special Situations, Private Equity, Derivatives, Mergers & Acquisitions, Portfolio Management, Structured Finance, Bonds, Financial Structuring, Project Finance, Investor Relations, Finance, Investments
Education
MIT Sloan School of Management 1993 — 1995
Master of Business Administration (MBA), Concentration in Financial Engineering
Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), Political Economy, Departmental Honors in Political Economy
Jefferies & Company July 2011 - Present
Fundamental Advisors LP February 2009 - July 2011
Citi February 2000 - January 2009
Skills
Investment Banking, Capital Markets, Trading, Special Situations, Private Equity, Derivatives, Mergers & Acquisitions, Portfolio Management, Structured Finance, Bonds, Financial Structuring, Project Finance, Investor Relations, Finance, Investments
Education
MIT Sloan School of Management 1993 — 1995
Master of Business Administration (MBA), Concentration in Financial Engineering
Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), Political Economy, Departmental Honors in Political Economy
Will Thoms, CEP Will Thoms, CEP's Jefferies & Company Experience November 2004 - November 2008
Job Sr. VP Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2008 - Present
Jefferies & Company November 2004 - November 2008
Credit Suisse First Boston November 2000 - November 2004
Donaldson, Lufkin & Jenrette December 1992 - November 2000
Education
Lake Forest College 1987 — 1991
B.A., Economics
UBS Financial Services, Inc. November 2008 - Present
Jefferies & Company November 2004 - November 2008
Credit Suisse First Boston November 2000 - November 2004
Donaldson, Lufkin & Jenrette December 1992 - November 2000
Education
Lake Forest College 1987 — 1991
B.A., Economics
Leo George Leo George's Jefferies & Company Experience April 2013 - July 2013
Job Mail Lead at Nomura
Industry Nonprofit Organization Management
Experience
Nomura May 2014 - Present
Swiss Post Solutions, Inc. March 2013 - Present
Random House July 2013 - April 2014
Jefferies & Company April 2013 - July 2013
Catholic Charities Young Adult Internship Program Queens and Brooklyn March 2013 - July 2013
Skills
Proficient Typing Skills, Social Skills, Communication Skills, Researching New..., Advertising Research, Microsoft Excel, Microsoft Word, Telephone Skills, Close Attention to..., Oral, Phone Etiquette, People Skills, Internet Explorer, Report Writing, Microsoft Office 2007
Education
Laguardia Community College 2011 — 2012
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Long Island City High School 2006 — 2011
High School Regents Diploma, Mathematics
Nomura May 2014 - Present
Swiss Post Solutions, Inc. March 2013 - Present
Random House July 2013 - April 2014
Jefferies & Company April 2013 - July 2013
Catholic Charities Young Adult Internship Program Queens and Brooklyn March 2013 - July 2013
Skills
Proficient Typing Skills, Social Skills, Communication Skills, Researching New..., Advertising Research, Microsoft Excel, Microsoft Word, Telephone Skills, Close Attention to..., Oral, Phone Etiquette, People Skills, Internet Explorer, Report Writing, Microsoft Office 2007
Education
Laguardia Community College 2011 — 2012
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Long Island City High School 2006 — 2011
High School Regents Diploma, Mathematics
Kaia Dekker Kaia Dekker's Jefferies & Company Experience July 2006 - August 2007
Job
Industry Consumer Electronics
Experience
Keyboardio June 2013 - Present
Tuck School of Business at Dartmouth August 2011 - June 2013
Symantec June 2012 - August 2012
L.E.K. Consulting January 2008 - August 2011
Jefferies & Company July 2006 - August 2007
Skills
Product Marketing, Financial Modeling, Management Consulting, Valuation, Strategy, Due Diligence, Corporate Development, Private Equity, Business Strategy, Market Entry, Competitive Analysis, Strategic Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2002 — 2006
S.B., Physics (minors in economics, astronomy)
Keyboardio June 2013 - Present
Tuck School of Business at Dartmouth August 2011 - June 2013
Symantec June 2012 - August 2012
L.E.K. Consulting January 2008 - August 2011
Jefferies & Company July 2006 - August 2007
Skills
Product Marketing, Financial Modeling, Management Consulting, Valuation, Strategy, Due Diligence, Corporate Development, Private Equity, Business Strategy, Market Entry, Competitive Analysis, Strategic Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2002 — 2006
S.B., Physics (minors in economics, astronomy)
Donna Goyette Donna Goyette's Jefferies & Company Experience October 1995 - June 2004
Job Project Coordinator at Automated Shading & Lighting Control
Industry Consumer Services
Experience
Automated Shading & Lighting Control September 2013 - Present
Summit Wealth Partners, Inc. March 2011 - July 2013
UBS Financia April 2007 - February 2011
Jefferies & Company October 1995 - June 2004
Skills
Portfolio Management, Investments, Customer Service
Education
Keene State College 1985 — 1990
Bachelor's degree
Pelham High School
Automated Shading & Lighting Control September 2013 - Present
Summit Wealth Partners, Inc. March 2011 - July 2013
UBS Financia April 2007 - February 2011
Jefferies & Company October 1995 - June 2004
Skills
Portfolio Management, Investments, Customer Service
Education
Keene State College 1985 — 1990
Bachelor's degree
Pelham High School
Carly Belloli Carly Belloli's Jefferies & Company Experience May 2013 - February 2014
Job Project Manager/Sales at Arcadia Architectural Products
Industry Investment Management
Experience
STAR Solutions (RPO) June 2015 - Present
Arcadia Architectural Products August 2014 - May 2015
Jefferies & Company May 2013 - February 2014
Strategies for Wealth January 2011 - June 2013
Westwood Swim & Tennis Association June 2004 - June 2010
Four Winds Hospital January 2010 - May 2010
Skills
Investments, Non-profits, Event Planning, 401k, Strategic Planning, Microsoft Office, Social Media, Employee Benefits, Microsoft Excel, Marketing, Transmittals, Equity Building, Deposits, Multidisciplinary Design, Application Processing, IRAs, Insurance
Education
Mercy College 2008 — 2010
BS, Psychology, 3.7 GPA
STAR Solutions (RPO) June 2015 - Present
Arcadia Architectural Products August 2014 - May 2015
Jefferies & Company May 2013 - February 2014
Strategies for Wealth January 2011 - June 2013
Westwood Swim & Tennis Association June 2004 - June 2010
Four Winds Hospital January 2010 - May 2010
Skills
Investments, Non-profits, Event Planning, 401k, Strategic Planning, Microsoft Office, Social Media, Employee Benefits, Microsoft Excel, Marketing, Transmittals, Equity Building, Deposits, Multidisciplinary Design, Application Processing, IRAs, Insurance
Education
Mercy College 2008 — 2010
BS, Psychology, 3.7 GPA
David Herron's Jefferies & Company Experience July 1998 - July 1999
Job Tax Accountant at Calegari & Morris
Industry Accounting
Experience
Calegari & Morris July 2008 - Present
Macy's West June 2007 - May 2008
Ernst & Young June 2006 - December 2006
Motor Coach Industries Inc. March 2006 - April 2006
Legacy Capital LLC May 2000 - February 2006
Arthur Andersen October 1999 - May 2000
Jefferies & Company July 1998 - July 1999
Skills
Mergers, Microsoft Excel, Accounting, Due Diligence, Financial Analysis, Tax, Financial Modeling, SEC filings, Valuation, Corporate Finance, Strategy, Mergers & Acquisitions, Strategic Financial..., Finance, Budgets, Restructuring, Financial Reporting, Variance Analysis, Income Tax, Auditing, Tax Accounting
Education
Tulane University 1996 — 1998
MBA, Finance & General Management
Louisiana State University 1989 — 1993
BS, Accounting
Calegari & Morris July 2008 - Present
Macy's West June 2007 - May 2008
Ernst & Young June 2006 - December 2006
Motor Coach Industries Inc. March 2006 - April 2006
Legacy Capital LLC May 2000 - February 2006
Arthur Andersen October 1999 - May 2000
Jefferies & Company July 1998 - July 1999
Skills
Mergers, Microsoft Excel, Accounting, Due Diligence, Financial Analysis, Tax, Financial Modeling, SEC filings, Valuation, Corporate Finance, Strategy, Mergers & Acquisitions, Strategic Financial..., Finance, Budgets, Restructuring, Financial Reporting, Variance Analysis, Income Tax, Auditing, Tax Accounting
Education
Tulane University 1996 — 1998
MBA, Finance & General Management
Louisiana State University 1989 — 1993
BS, Accounting
Jonathan Sisto Jonathan Sisto's Jefferies & Company Experience October 2009 - July 2011
Job U.S. Energy Strategist Vice President Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
Credit Suisse August 2011 - February 2015
Jefferies & Company October 2009 - July 2011
Jefferies & Company July 2006 - September 2009
Skills
Financial Modeling, Fundamental Research, Oilfield Services, Oil&Gas, Sales, Sales Research, Lacrosse, Golf, Bloomberg, Equities, Equity Research, Hedge Funds, DCF, Equity Valuation, Series 63, Series 7, Equity Capital Markets, Financial Analysis, Energy, Fixed Income, Private Equity, Research, IPO
Education
Middlebury College 2002 — 2006
BA, Economics
Duxbury High School
Credit Suisse March 2015 - Present
Credit Suisse August 2011 - February 2015
Jefferies & Company October 2009 - July 2011
Jefferies & Company July 2006 - September 2009
Skills
Financial Modeling, Fundamental Research, Oilfield Services, Oil&Gas, Sales, Sales Research, Lacrosse, Golf, Bloomberg, Equities, Equity Research, Hedge Funds, DCF, Equity Valuation, Series 63, Series 7, Equity Capital Markets, Financial Analysis, Energy, Fixed Income, Private Equity, Research, IPO
Education
Middlebury College 2002 — 2006
BA, Economics
Duxbury High School
Gabrielle Eslamboly Gabrielle Eslamboly's Jefferies & Company Experience April 2008 - April 2015
Job Operations analyst at City National Bank
Industry Banking
Experience
City National Bank May 2015 - Present
Jefferies & Company April 2008 - April 2015
Goldman Sachs February 2007 - September 2007
Morgan Stanley August 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Asset Management, Bloomberg, Risk Management, Business Analysis, KYC, Equities, Finance, Anti Money Laundering, PowerPoint, CIP, Due Diligence, Financial Modeling, Accounting, Financial Reporting, Data Analysis
Education
NYIT 2004 — 2005
Bachelor of Science (BS), Finance, General
Nassau Community College 2001 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
City National Bank May 2015 - Present
Jefferies & Company April 2008 - April 2015
Goldman Sachs February 2007 - September 2007
Morgan Stanley August 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Asset Management, Bloomberg, Risk Management, Business Analysis, KYC, Equities, Finance, Anti Money Laundering, PowerPoint, CIP, Due Diligence, Financial Modeling, Accounting, Financial Reporting, Data Analysis
Education
NYIT 2004 — 2005
Bachelor of Science (BS), Finance, General
Nassau Community College 2001 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
Jack Viellieu Jack Viellieu's Jefferies & Company Experience May 2012 - September 2012
Job Private Equity Associate at Madison Dearborn Partners
Industry Venture Capital & Private Equity
Experience
Madison Dearborn Partners, LLC July 2015 - Present
Credit Suisse June 2013 - June 2015
Jefferies & Company May 2012 - September 2012
Aon Hewitt June 2011 - August 2011
Aon Hewitt June 2010 - August 2010
Skills
Valuation, Bloomberg, Bloomberg Terminal, Financial Modeling, LBO, Stata, DCF, Investment Banking, Capital Markets, High Yield, Economics, Corporate Finance
Education
Middlebury College 2009 — 2013
Bachelor, Economics
North Shore Country Day School 2000 — 2009
High School
Madison Dearborn Partners, LLC July 2015 - Present
Credit Suisse June 2013 - June 2015
Jefferies & Company May 2012 - September 2012
Aon Hewitt June 2011 - August 2011
Aon Hewitt June 2010 - August 2010
Skills
Valuation, Bloomberg, Bloomberg Terminal, Financial Modeling, LBO, Stata, DCF, Investment Banking, Capital Markets, High Yield, Economics, Corporate Finance
Education
Middlebury College 2009 — 2013
Bachelor, Economics
North Shore Country Day School 2000 — 2009
High School
Sam Berlin Sam Berlin's Jefferies & Company Experience January 2011 - August 2011
Job Assistant Librarian at Maywood Public Library
Industry Financial Services
Experience
Maywood Public Library July 2012 - Present
Jefferies & Company January 2011 - August 2011
Stickydisc Recordings May 2009 - July 2010
DFA Records February 2009 - May 2010
Troubleman Unlimited 2004 - 2006
Education
New School 2008 — 2008
Manhattan College 2004 — 2008
Philosophy & Economics
Don Bosco Prep, Ramsey, New Jersey 2000 — 2004
Princeton University
Manhattan College
Maywood Public Library July 2012 - Present
Jefferies & Company January 2011 - August 2011
Stickydisc Recordings May 2009 - July 2010
DFA Records February 2009 - May 2010
Troubleman Unlimited 2004 - 2006
Education
New School 2008 — 2008
Manhattan College 2004 — 2008
Philosophy & Economics
Don Bosco Prep, Ramsey, New Jersey 2000 — 2004
Princeton University
Manhattan College
Vicky Chipoco Vicky Chipoco's Jefferies & Company Experience 2007 - 2008
Job Reception
Industry Facilities Services
Experience
Credit Suisse August 2015 - Present
The Limited October 2014 - Present
Carter's OshKosh B'gosh October 2013 - Present
The Limited July 2013 - October 2013
The Limited October 2010 - July 2013
Jefferies & Company 2007 - 2008
Skills
Visual Merchandising, Store Management, Financial Modeling, Fashion, Retail Sales, Merchandising, Store Operations, Hiring, Recruiting, Driving Results, Inventory Control, Loss Prevention, Associate Development, New Store Openings, Retail, Customer Service
Education
Monroe College
Credit Suisse August 2015 - Present
The Limited October 2014 - Present
Carter's OshKosh B'gosh October 2013 - Present
The Limited July 2013 - October 2013
The Limited October 2010 - July 2013
Jefferies & Company 2007 - 2008
Skills
Visual Merchandising, Store Management, Financial Modeling, Fashion, Retail Sales, Merchandising, Store Operations, Hiring, Recruiting, Driving Results, Inventory Control, Loss Prevention, Associate Development, New Store Openings, Retail, Customer Service
Education
Monroe College
Hamza Usmani Hamza Usmani's Jefferies & Company Experience July 2010 - June 2012
Job MBA Candidate at Stanford Graduate School of Business
Industry Investment Management
Experience
Crescent Park Management June 2015 - June 2015
H.I.G. Capital July 2012 - July 2014
Jefferies & Company July 2010 - June 2012
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Bloomberg, Financial Modeling, LBO, Valuation, Capital Markets, Investments, Hedge Funds, Equity Research, Venture Capital, Mergers, Corporate Finance, Due Diligence, Financial Analysis, DCF, Programming, Leveraged Finance, Equities, Databases
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2006 — 2010
A.B., Computer Science, Economics
Aitchison College
A-Level
Crescent Park Management June 2015 - June 2015
H.I.G. Capital July 2012 - July 2014
Jefferies & Company July 2010 - June 2012
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Bloomberg, Financial Modeling, LBO, Valuation, Capital Markets, Investments, Hedge Funds, Equity Research, Venture Capital, Mergers, Corporate Finance, Due Diligence, Financial Analysis, DCF, Programming, Leveraged Finance, Equities, Databases
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2006 — 2010
A.B., Computer Science, Economics
Aitchison College
A-Level
Ram Venkatachalam Ram Venkatachalam's Jefferies & Company Experience June 2012 - August 2012
Job Technology Mergers and Acquisitions at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
BMO Capital Markets July 2013 - May 2015
Jefferies & Company June 2012 - August 2012
Whirlpool Corporation June 2007 - May 2012
General Electric January 2005 - December 2005
Skills
Product Development, Six Sigma, Business Valuation, Corporate Finance, Mergers & Acquisitions, Electronics, Electrical Engineering, Cross-functional Team..., Product Management, Engineering Management, Product Design, Project Management, Process Improvement, Competitive Analysis, Systems Engineering, Data Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Concentrations: Finance, Accounting and Entrepreneurship
London Business School 2013 — 2013
Master of Business Administration (MBA)
Michigan State University 2003 — 2007
Bachelor of Science, Electrical Engineering
Bank of America Merrill Lynch June 2015 - Present
BMO Capital Markets July 2013 - May 2015
Jefferies & Company June 2012 - August 2012
Whirlpool Corporation June 2007 - May 2012
General Electric January 2005 - December 2005
Skills
Product Development, Six Sigma, Business Valuation, Corporate Finance, Mergers & Acquisitions, Electronics, Electrical Engineering, Cross-functional Team..., Product Management, Engineering Management, Product Design, Project Management, Process Improvement, Competitive Analysis, Systems Engineering, Data Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Concentrations: Finance, Accounting and Entrepreneurship
London Business School 2013 — 2013
Master of Business Administration (MBA)
Michigan State University 2003 — 2007
Bachelor of Science, Electrical Engineering
Gaurav Raicha Gaurav Raicha's Jefferies & Company Experience 2012 - 2013
Job Client Delivery Manager/ Program Manager
Industry Information Technology and Services
Experience
PayPal September 2013 - Present
Syntel March 2011 - Present
Neuberger Berman 2013 - 2013
Jefferies & Company 2012 - 2013
Citi 2011 - 2013
Jefferies & Company 2012 - 2012
Syntel March 2010 - March 2011
American Express 2006 - 2010
Skills
SDLC, Business Analysis, Software Project..., Global Delivery, Requirements Analysis, PMP, Vendor Management, Program Management, Pre-sales, Resource Management, Data Warehousing, Requirements Gathering, IT Strategy, Solution Architecture, Leadership, Agile Methodologies, Enterprise Architecture, Business Intelligence, PMO
Education
National Institute of Technology Karnataka 1996 — 2000
Bachelor of Engineering (BE), Electrical and Electronics Engineering
PayPal September 2013 - Present
Syntel March 2011 - Present
Neuberger Berman 2013 - 2013
Jefferies & Company 2012 - 2013
Citi 2011 - 2013
Jefferies & Company 2012 - 2012
Syntel March 2010 - March 2011
American Express 2006 - 2010
Skills
SDLC, Business Analysis, Software Project..., Global Delivery, Requirements Analysis, PMP, Vendor Management, Program Management, Pre-sales, Resource Management, Data Warehousing, Requirements Gathering, IT Strategy, Solution Architecture, Leadership, Agile Methodologies, Enterprise Architecture, Business Intelligence, PMO
Education
National Institute of Technology Karnataka 1996 — 2000
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Elizabeth Kim Elizabeth Kim's Jefferies & Company Experience July 2010 - December 2011
Job Welcomemat Services NYC Franchise Owner
Industry Marketing and Advertising
Experience
Welcomemat Services February 2015 - Present
Thesys Technologies, LLC February 2012 - Present
Jefferies & Company July 2010 - December 2011
Traders@MIT January 2009 - December 2009
MIT Korean Students Association (MITKSA) January 2009 - August 2009
Citigroup June 2008 - August 2008
NERA Economic Consulting January 2008 - January 2008
Skills
Equities, Equity Trading, Trading, Financial Markets, Securities, Investment Banking, Hedge Funds, Electronic Trading, Entrepreneurship, Market Data, Trading Systems, Investments, Capital Markets, Bloomberg, FX Options, Valuation, Financial Modeling
Education
Massachusetts Institute of Technology 2006 — 2010
B.S. Management Science and Economics
Welcomemat Services February 2015 - Present
Thesys Technologies, LLC February 2012 - Present
Jefferies & Company July 2010 - December 2011
Traders@MIT January 2009 - December 2009
MIT Korean Students Association (MITKSA) January 2009 - August 2009
Citigroup June 2008 - August 2008
NERA Economic Consulting January 2008 - January 2008
Skills
Equities, Equity Trading, Trading, Financial Markets, Securities, Investment Banking, Hedge Funds, Electronic Trading, Entrepreneurship, Market Data, Trading Systems, Investments, Capital Markets, Bloomberg, FX Options, Valuation, Financial Modeling
Education
Massachusetts Institute of Technology 2006 — 2010
B.S. Management Science and Economics
Caitlin Schumann Caitlin Schumann's Jefferies & Company Experience June 2012 - May 2013
Job HRBP Barclays
Industry Human Resources
Experience
Barclays January 2015 - Present
Morgan Stanley May 2013 - January 2015
Jefferies & Company June 2012 - May 2013
Morgan Stanley June 2010 - June 2012
Skills
Policy, Recruiting, Training, Interviews, Employee Relations, Human Resources, Personnel Management, Marketing, Onboarding, PeopleSoft, Employee Benefits, Management, College Recruiting, Applicant Tracking..., Temporary Placement, HRIS, Resume Writing, Organizational..., SDLC, Microsoft Office, Process Improvement, Employee Engagement, Fundraising, Sourcing, Deferred Compensation, Coordination, Performance Management, Talent Acquisition, Vendor Management, Technical Recruiting, Talent Management, Access, Executive Search, Lotus Notes, Leadership, Internet Recruiting, New Hire Orientations, Succession Planning, Screening Resumes
Education
LIU Post
Bachelor of Science, Education
St. Mary's High School
Barclays January 2015 - Present
Morgan Stanley May 2013 - January 2015
Jefferies & Company June 2012 - May 2013
Morgan Stanley June 2010 - June 2012
Skills
Policy, Recruiting, Training, Interviews, Employee Relations, Human Resources, Personnel Management, Marketing, Onboarding, PeopleSoft, Employee Benefits, Management, College Recruiting, Applicant Tracking..., Temporary Placement, HRIS, Resume Writing, Organizational..., SDLC, Microsoft Office, Process Improvement, Employee Engagement, Fundraising, Sourcing, Deferred Compensation, Coordination, Performance Management, Talent Acquisition, Vendor Management, Technical Recruiting, Talent Management, Access, Executive Search, Lotus Notes, Leadership, Internet Recruiting, New Hire Orientations, Succession Planning, Screening Resumes
Education
LIU Post
Bachelor of Science, Education
St. Mary's High School
Ed Burke Ed Burke's Jefferies & Company Experience March 2008 - June 2012
Job Corporate Account Manager at Citrix
Industry Information Technology and Services
Experience
Citrix October 2013 - Present
Varonis June 2012 - October 2013
Jefferies & Company March 2008 - June 2012
New York Life Investment Management March 2006 - March 2008
Merrill Lynch September 2004 - March 2006
Education
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Citrix October 2013 - Present
Varonis June 2012 - October 2013
Jefferies & Company March 2008 - June 2012
New York Life Investment Management March 2006 - March 2008
Merrill Lynch September 2004 - March 2006
Education
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Corey Davis Corey Davis's Jefferies & Company Experience August 2009 - July 2013
Job Managing Director Specialty Pharmaceuticals at Canaccord Genuity, Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. May 2014 - Present
National Alliance February 2014 - May 2014
Jefferies & Company August 2009 - July 2013
Natixis Bleichroeder May 2006 - August 2009
JPMorgan Chase September 1997 - February 2006
Skills
Equity Research, Equity Valuation, Hedge Funds, Valuation, Equities, Alternative Investments, Investments, Capital Markets, Series 63, Bloomberg, Financial Modeling, Analysis, Private Equity
Education
Princeton University 1991 — 1997
Ph.D., Molecular Biology
Middlebury College 1987 — 1991
BA, Biology
Canaccord Genuity Inc. May 2014 - Present
National Alliance February 2014 - May 2014
Jefferies & Company August 2009 - July 2013
Natixis Bleichroeder May 2006 - August 2009
JPMorgan Chase September 1997 - February 2006
Skills
Equity Research, Equity Valuation, Hedge Funds, Valuation, Equities, Alternative Investments, Investments, Capital Markets, Series 63, Bloomberg, Financial Modeling, Analysis, Private Equity
Education
Princeton University 1991 — 1997
Ph.D., Molecular Biology
Middlebury College 1987 — 1991
BA, Biology
Jeff Ammerman Jeff Ammerman's Jefferies & Company Experience 2006 - August 2012
Job Head of Specialty Pharmaceutical Investment Banking at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray November 2012 - Present
Jefferies & Company 2006 - August 2012
Greif & Co. 2005 - 2006
CIBC World Markets 2001 - 2005
Roth Capital Partners 2000 - 2001
Skills
Investment Banking
Education
Loyola Marymount University, College of Business Administration 1996 — 2000
Piper Jaffray November 2012 - Present
Jefferies & Company 2006 - August 2012
Greif & Co. 2005 - 2006
CIBC World Markets 2001 - 2005
Roth Capital Partners 2000 - 2001
Skills
Investment Banking
Education
Loyola Marymount University, College of Business Administration 1996 — 2000
Tania Pylyp's Jefferies & Company Experience January 2007 - April 2008
Job Director of Business Operations & Strategic Partnerships
Industry Internet
Experience
Arion Devices LLC February 2015 - Present
Backupify December 2013 - August 2014
Backupify February 2013 - November 2013
Arion Devices LLC July 2010 - November 2013
Pali Capital May 2008 - September 2009
Jefferies & Company January 2007 - April 2008
Accenture 2006 - 2006
Skills
Strategic Business..., Process Improvement, Entrepreneurial..., Financial Forecasting, Industry Analysis, Market Opportunity..., Passion for Innovation, Regulatory Strategy, Start-ups, Medical Devices, Innovation, Strategic Planning, Strategy, Entrepreneurship, Risk Management, Competitive Analysis, Market Analysis
Education
University of Oxford 2009 — 2010
MBA
Lafayette College 2002 — 2006
B.A, Mathematics, Philosophy
Arion Devices LLC February 2015 - Present
Backupify December 2013 - August 2014
Backupify February 2013 - November 2013
Arion Devices LLC July 2010 - November 2013
Pali Capital May 2008 - September 2009
Jefferies & Company January 2007 - April 2008
Accenture 2006 - 2006
Skills
Strategic Business..., Process Improvement, Entrepreneurial..., Financial Forecasting, Industry Analysis, Market Opportunity..., Passion for Innovation, Regulatory Strategy, Start-ups, Medical Devices, Innovation, Strategic Planning, Strategy, Entrepreneurship, Risk Management, Competitive Analysis, Market Analysis
Education
University of Oxford 2009 — 2010
MBA
Lafayette College 2002 — 2006
B.A, Mathematics, Philosophy
Atu Koffie-Lart Atu Koffie-Lart's Jefferies & Company Experience May 2013 - August 2013
Job Upstream R&D Cost Stewardship / Planning and Budgeting
Industry Oil & Energy
Experience
ExxonMobil June 2014 - Present
Darden Graduate School of Business June 2012 - May 2014
Jefferies & Company May 2013 - August 2013
Citi June 2009 - June 2012
Morgan Stanley June 2008 - August 2008
Citi June 2007 - August 2007
Skills
Credit Analysis, Financial Modeling, Valuation Modeling, Business Strategy, Scenario Planning, Competitive Strategy, M&A experience, Turnaround Experience, Charter Schools, Education Reform, Microsoft Office, Social Entrepreneurship, Corporate Finance, Valuation, Financial Reporting, Investments, Mergers & Acquisitions, Microsoft Excel, Banking, Investment Banking, Risk Management, Venture Capital, Equity Research
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Investment Banking, Corporate Finance, Strategy
Morehouse College 2005 — 2009
B.A., Finance
Springbrook High School 2001 — 2005
ExxonMobil June 2014 - Present
Darden Graduate School of Business June 2012 - May 2014
Jefferies & Company May 2013 - August 2013
Citi June 2009 - June 2012
Morgan Stanley June 2008 - August 2008
Citi June 2007 - August 2007
Skills
Credit Analysis, Financial Modeling, Valuation Modeling, Business Strategy, Scenario Planning, Competitive Strategy, M&A experience, Turnaround Experience, Charter Schools, Education Reform, Microsoft Office, Social Entrepreneurship, Corporate Finance, Valuation, Financial Reporting, Investments, Mergers & Acquisitions, Microsoft Excel, Banking, Investment Banking, Risk Management, Venture Capital, Equity Research
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Investment Banking, Corporate Finance, Strategy
Morehouse College 2005 — 2009
B.A., Finance
Springbrook High School 2001 — 2005
Craig Harrigan Craig Harrigan's Jefferies & Company Experience February 2002 - January 2005
Job Principal at 64 Solar LLC
Industry Renewables & Environment
Experience
64 Solar LLC October 2014 - Present
Green4Good February 2012 - Present
Encon Solar September 2012 - September 2014
SolarCity June 2011 - October 2012
Mercury Solar Systems November 2008 - June 2011
Bear Stearns January 2005 - March 2008
Jefferies & Company February 2002 - January 2005
Gruntal & Co 1997 - 2001
Skills
Alternative Energy, Solar Energy, New Business Development, Energy, Renewable Energy, Solar Cells, Solar Power, Competitive Analysis, Energy Efficiency, Business Development, Wind, Sustainability, Program Management, Management, Cleantech, Strategy, Photovoltaics, Start-ups, Energy Policy, Sustainable Business, Energy Management, Sustainability..., Energy Audits, Solar PV, Green Building, Sustainable Energy, Green Technology, Project Finance
Education
Sunpower Commercial Training 2008 — 2008
Marist College 1981 — 1985
BA, Communications
64 Solar LLC October 2014 - Present
Green4Good February 2012 - Present
Encon Solar September 2012 - September 2014
SolarCity June 2011 - October 2012
Mercury Solar Systems November 2008 - June 2011
Bear Stearns January 2005 - March 2008
Jefferies & Company February 2002 - January 2005
Gruntal & Co 1997 - 2001
Skills
Alternative Energy, Solar Energy, New Business Development, Energy, Renewable Energy, Solar Cells, Solar Power, Competitive Analysis, Energy Efficiency, Business Development, Wind, Sustainability, Program Management, Management, Cleantech, Strategy, Photovoltaics, Start-ups, Energy Policy, Sustainable Business, Energy Management, Sustainability..., Energy Audits, Solar PV, Green Building, Sustainable Energy, Green Technology, Project Finance
Education
Sunpower Commercial Training 2008 — 2008
Marist College 1981 — 1985
BA, Communications
Andrew Drew Goss Andrew Drew Goss's Jefferies & Company Experience 1994 - 2004
Job Financial Services Professional at Success Financial Group LLC
Industry Financial Services
Experience
Success Financial Group LLC July 2015 - Present
Kawasaki Disease Foundation March 2014 - Present
Kawasaki Disease Fund 2004 - Present
National Organization of Investment Professionals (NOIP) 2007 - June 2013
Central Florida Home Health, LLC 2011 - 2012
JonesTrading 2010 - 2011
JonesTrading Institutional Services, LLC 2004 - 2011
National Security Traders Association 2007 - 2009
Jefferies & Company 1994 - 2004
Noroton Fire Department 1987 - 1994
Skills
Institutional Sales..., Owner/Operator Medicare..., Past EMT, Past Volunteer..., Strategic Planning, Sales, Marketing and..., Acquisitions, Margin Improvement, Organic Business Growth, Employee Synergy and..., Cost Containment, Market Evaluation,..., Entrepreneur, Highly Skilled Public..., Series 7, Series 63, Life & Health Insurance..., Licensed to Sell..., Variable Annuities, Equities, Entrepreneurship, Securities, Business Development, Trading, Investments, Alternative Investments, Mutual Funds, Equity Trading, Options, Cost Accounting, Series 24, Trading Systems, Electronic Trading, FINRA, Hedge Funds, Organic Growth, Financial Markets, ETFs, Equity Research, Trading Strategies, Asset Allocation, Asset Management, Capital Markets, Market Structure, Bloomberg, Portfolio Management, Market Making, Fixed Income, Bonds, Traders
Education
University of Colorado at Boulder 1988 — 1991
New England College 1987 — 1988
Success Financial Group LLC July 2015 - Present
Kawasaki Disease Foundation March 2014 - Present
Kawasaki Disease Fund 2004 - Present
National Organization of Investment Professionals (NOIP) 2007 - June 2013
Central Florida Home Health, LLC 2011 - 2012
JonesTrading 2010 - 2011
JonesTrading Institutional Services, LLC 2004 - 2011
National Security Traders Association 2007 - 2009
Jefferies & Company 1994 - 2004
Noroton Fire Department 1987 - 1994
Skills
Institutional Sales..., Owner/Operator Medicare..., Past EMT, Past Volunteer..., Strategic Planning, Sales, Marketing and..., Acquisitions, Margin Improvement, Organic Business Growth, Employee Synergy and..., Cost Containment, Market Evaluation,..., Entrepreneur, Highly Skilled Public..., Series 7, Series 63, Life & Health Insurance..., Licensed to Sell..., Variable Annuities, Equities, Entrepreneurship, Securities, Business Development, Trading, Investments, Alternative Investments, Mutual Funds, Equity Trading, Options, Cost Accounting, Series 24, Trading Systems, Electronic Trading, FINRA, Hedge Funds, Organic Growth, Financial Markets, ETFs, Equity Research, Trading Strategies, Asset Allocation, Asset Management, Capital Markets, Market Structure, Bloomberg, Portfolio Management, Market Making, Fixed Income, Bonds, Traders
Education
University of Colorado at Boulder 1988 — 1991
New England College 1987 — 1988
Kumaraswamy Banglore Kumaraswamy Banglore's Jefferies & Company Experience April 2013 - Present
Job Vice President in Information Technology
Industry Computer Software
Experience
Jefferies & Company April 2013 - Present
OSP Group April 2009 - April 2013
OSP Group July 2007 - March 2009
Covansys July 2004 - February 2007
Marlabs Inc 2007 - 2007
Skills
Enterprise architecture, Apple iOS App..., SOA, .NET, E-commerce, Mobile, WCF, ADO.NET, TFS, Web Services, ASP.NET, XSL, IIS, C#, Visual Studio, SDLC, LINQ, ASP.NET MVC, XSLT, jQuery, JSON, SQL, Requirements Analysis, HTML, Software Development, .NET 4.0,, Design Patterns, AJAX, SOAP, WinForms, XML, SQL Server, JavaScript, Agile, UML, Integration, OOAD, XSD, Application Development, Web Applications, Objective-C, VSS, Software Engineering, TOGAF, Debuggers, WinDbg, Postmortem debugging..., E-commerce SEO, Algorithms, Algorithm Design
Education
IIIT Bangalore 2002 — 2004
Post graduate diploma in Information Technology (PGDIT), Computer science
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor of Technology, Computer science & engineering
Jefferies & Company April 2013 - Present
OSP Group April 2009 - April 2013
OSP Group July 2007 - March 2009
Covansys July 2004 - February 2007
Marlabs Inc 2007 - 2007
Skills
Enterprise architecture, Apple iOS App..., SOA, .NET, E-commerce, Mobile, WCF, ADO.NET, TFS, Web Services, ASP.NET, XSL, IIS, C#, Visual Studio, SDLC, LINQ, ASP.NET MVC, XSLT, jQuery, JSON, SQL, Requirements Analysis, HTML, Software Development, .NET 4.0,, Design Patterns, AJAX, SOAP, WinForms, XML, SQL Server, JavaScript, Agile, UML, Integration, OOAD, XSD, Application Development, Web Applications, Objective-C, VSS, Software Engineering, TOGAF, Debuggers, WinDbg, Postmortem debugging..., E-commerce SEO, Algorithms, Algorithm Design
Education
IIIT Bangalore 2002 — 2004
Post graduate diploma in Information Technology (PGDIT), Computer science
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor of Technology, Computer science & engineering
Glen Luckjiff Glen Luckjiff's Jefferies & Company Experience April 2013 - Present
Job SVP at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company April 2013 - Present
Morgan Stanley October 2011 - April 2013
Citadel LLC September 2003 - October 2011
Soft Switching Technologies May 1995 - September 2003
Skills
Options, Market Making, Trading Systems, Derivatives, Electronic Trading, Equity Derivatives, Quantitative Finance, Market Data, Credit Derivatives, Quantitative Investing, Trading, Financial Markets, Portfolio Management, Investment Banking, Bloomberg
Education
University of Chicago 2001 — 2003
M.S., Mathematics
University of Wisconsin-Madison 1990 — 2002
PhD, Applied Math/Electrical Engineering
Rensselaer Polytechnic Institute 1989 — 1990
M.S., Electrical Engineering
Lafayette College 1985 — 1989
B.S., Electrical Engineering
Jefferies & Company April 2013 - Present
Morgan Stanley October 2011 - April 2013
Citadel LLC September 2003 - October 2011
Soft Switching Technologies May 1995 - September 2003
Skills
Options, Market Making, Trading Systems, Derivatives, Electronic Trading, Equity Derivatives, Quantitative Finance, Market Data, Credit Derivatives, Quantitative Investing, Trading, Financial Markets, Portfolio Management, Investment Banking, Bloomberg
Education
University of Chicago 2001 — 2003
M.S., Mathematics
University of Wisconsin-Madison 1990 — 2002
PhD, Applied Math/Electrical Engineering
Rensselaer Polytechnic Institute 1989 — 1990
M.S., Electrical Engineering
Lafayette College 1985 — 1989
B.S., Electrical Engineering
Clayton Meyers Clayton Meyers's Jefferies & Company Experience May 2013 - Present
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies & Company May 2013 - Present
Students Consulting for Non-Profit Organizations September 2010 - May 2013
Student Investment Association October 2009 - May 2013
J.P. Morgan Asset Management May 2012 - August 2012
Michigan State University Student Investment Fund January 2011 - August 2012
PNC May 2011 - August 2011
Michigan State University's Center for International Business Education and Research October 2009 - May 2011
Eli Broad Scholar Organization October 2009 - May 2011
Northwestern Mutual Financial Network June 2010 - October 2010
Skills
Finance, Equity Research, Financial Analysis, Bloomberg, Portfolio Management, Investments, Critical Thinking, Communication, Writing, Microsoft Excel, Financial Modeling, Microsoft Word, Time Management, Timely Decision Making, Teamwork, Team Management, Creativity, Valuation, Budgets, Leadership
Education
Michigan State University 2009 — 2013
Bachelor of Arts, Finance
Jefferies & Company May 2013 - Present
Students Consulting for Non-Profit Organizations September 2010 - May 2013
Student Investment Association October 2009 - May 2013
J.P. Morgan Asset Management May 2012 - August 2012
Michigan State University Student Investment Fund January 2011 - August 2012
PNC May 2011 - August 2011
Michigan State University's Center for International Business Education and Research October 2009 - May 2011
Eli Broad Scholar Organization October 2009 - May 2011
Northwestern Mutual Financial Network June 2010 - October 2010
Skills
Finance, Equity Research, Financial Analysis, Bloomberg, Portfolio Management, Investments, Critical Thinking, Communication, Writing, Microsoft Excel, Financial Modeling, Microsoft Word, Time Management, Timely Decision Making, Teamwork, Team Management, Creativity, Valuation, Budgets, Leadership
Education
Michigan State University 2009 — 2013
Bachelor of Arts, Finance
Diane Muchmore Diane Muchmore's Jefferies & Company Experience 1968 - 1971
Job Realtor, ABR, Homesmart Fine Homes & Land
Industry Real Estate
Experience
HomeSmart Fine Homes & Land January 2010 - Present
HomeSmart Fine Homes & Land 2009 - Present
Pinon Oaks Folks 2008 - Present
Olympic Pacific Homes, Anaheim, CA 1977 - 1979
Jefferies & Company 1968 - 1971
Skills
Short Sales, Foreclosures, Single Family Homes, First Time Home Buyers, REO, Over 35 years..., Residential Homes and..., Residential Homes, Buyers, Sellers, Real Estate, Buyer Representation, ABR, Listings, New Home Sales, Relocation, Luxury, FHA, SFR, Investment Properties, Referrals, HUD, Seniors, Investors, Real Property, Relocation Buyers, Condos, Move Up Buyers, Property, Vacation Homes, Rentals, Townhomes, Waterfront, Income Properties, Seller Representation, Real Estate Transactions, New Homes, Brokerage, National Association of..., 1031 Exchanges, Second Home, Resellers, Acreage, Property Management, Refinance
Education
Long Beach City College 1961 — 1963
AA, Business
Cal State Long Beach 1960 — 1962
Associates Arts, CPS, Business
HomeSmart Fine Homes & Land January 2010 - Present
HomeSmart Fine Homes & Land 2009 - Present
Pinon Oaks Folks 2008 - Present
Olympic Pacific Homes, Anaheim, CA 1977 - 1979
Jefferies & Company 1968 - 1971
Skills
Short Sales, Foreclosures, Single Family Homes, First Time Home Buyers, REO, Over 35 years..., Residential Homes and..., Residential Homes, Buyers, Sellers, Real Estate, Buyer Representation, ABR, Listings, New Home Sales, Relocation, Luxury, FHA, SFR, Investment Properties, Referrals, HUD, Seniors, Investors, Real Property, Relocation Buyers, Condos, Move Up Buyers, Property, Vacation Homes, Rentals, Townhomes, Waterfront, Income Properties, Seller Representation, Real Estate Transactions, New Homes, Brokerage, National Association of..., 1031 Exchanges, Second Home, Resellers, Acreage, Property Management, Refinance
Education
Long Beach City College 1961 — 1963
AA, Business
Cal State Long Beach 1960 — 1962
Associates Arts, CPS, Business
Carole Coghill Carole Coghill's Jefferies & Company Experience April 2005 - January 2010
Job Executive Assistant at Clarkson Capital Markets
Industry Oil & Energy
Experience
Clarkson Capital Markets March 2011 - Present
Jefferies & Company April 2005 - January 2010
Mustang Club of Houston 2009 - 2010
Private Individual August 2002 - April 2005
McKinsey & Company May 2001 - July 2002
IRI International September 1995 - September 2000
Education
Lamar University 1969 — 1972
BS, Home Economics
Thomas Jefferson High School 1967 — 1969
high school diploma, general
Houston Community College
Computer Science & Real Estate
University of Houston
Accounting & Real Estate
Clarkson Capital Markets March 2011 - Present
Jefferies & Company April 2005 - January 2010
Mustang Club of Houston 2009 - 2010
Private Individual August 2002 - April 2005
McKinsey & Company May 2001 - July 2002
IRI International September 1995 - September 2000
Education
Lamar University 1969 — 1972
BS, Home Economics
Thomas Jefferson High School 1967 — 1969
high school diploma, general
Houston Community College
Computer Science & Real Estate
University of Houston
Accounting & Real Estate
Steve Hancock, CFA Steve Hancock, CFA's Jefferies & Company Experience June 2011 - Present
Job Metals & Mining Equity Research
Industry Investment Banking
Experience
Jefferies & Company June 2011 - Present
Geomeme 2006 - 2011
Sapient May 2004 - October 2005
Skills
Financial Modeling, Valuation, Investment Banking, Analytics, Equities, Entrepreneurship, Corporate Finance, Business Analysis, Business Strategy, SQL, Venture Capital, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
University of Miami 2000 — 2004
B.S., Computer Engineering
Jefferies & Company June 2011 - Present
Geomeme 2006 - 2011
Sapient May 2004 - October 2005
Skills
Financial Modeling, Valuation, Investment Banking, Analytics, Equities, Entrepreneurship, Corporate Finance, Business Analysis, Business Strategy, SQL, Venture Capital, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
University of Miami 2000 — 2004
B.S., Computer Engineering
Ken Lobo's Jefferies & Company Experience 2011 - 2013
Job Adjunct Professor of Finance at Mercy College, Lehman College CUNY
Industry Financial Services
Experience
Jefferies & Company 2011 - 2013
Nomura International (HK) March 2010 - May 2011
Standard Chartered Bank January 2009 - February 2010
Barclays Capital (former Lehman Brothers) 2008 - 2008
Lehman Brothers 2005 - 2008
JP Morgan Chase 2000 - 2005
Atlantic Richfield Company (ARCO) 1993 - 2000
Edwin C Sigel Ltd (CPA) August 1989 - April 1993
Skills
Business Planning, Compensation Planning..., Budgeting, Profitability analysis, Return on Investment..., management reporting, Client and product..., competitor benchmarking, Metrics, KRIs, KPIs, Performance Management, Key Performance..., Performance Metrics, Global Compensation, Compensation Strategies, EPS monitoring, capital ratios, regulatory capital and..., Revenue & Profit Growth, client revenues, trading returns
Education
Jamnalal Bajaj Institute of Management Studies
Jamnalal Bajaj Institute of Management Studies
The University of Chicago - Booth School of Business
MBA
Jefferies & Company 2011 - 2013
Nomura International (HK) March 2010 - May 2011
Standard Chartered Bank January 2009 - February 2010
Barclays Capital (former Lehman Brothers) 2008 - 2008
Lehman Brothers 2005 - 2008
JP Morgan Chase 2000 - 2005
Atlantic Richfield Company (ARCO) 1993 - 2000
Edwin C Sigel Ltd (CPA) August 1989 - April 1993
Skills
Business Planning, Compensation Planning..., Budgeting, Profitability analysis, Return on Investment..., management reporting, Client and product..., competitor benchmarking, Metrics, KRIs, KPIs, Performance Management, Key Performance..., Performance Metrics, Global Compensation, Compensation Strategies, EPS monitoring, capital ratios, regulatory capital and..., Revenue & Profit Growth, client revenues, trading returns
Education
Jamnalal Bajaj Institute of Management Studies
Jamnalal Bajaj Institute of Management Studies
The University of Chicago - Booth School of Business
MBA
Ilya Pollak Ilya Pollak's Jefferies & Company Experience January 2007 - December 2012
Job Researcher at a Hedge Fund
Industry Higher Education
Experience
A Hedge Fund January 2015 - Present
Purdue University January 2015 - Present
Purdue University August 2000 - December 2014
Pragma Securities LLC February 2013 - January 2014
Jefferies & Company January 2007 - December 2012
Skills
Algorithms, Machine Learning, Signal Processing, Statistics, Image Processing, Research, Pattern Recognition, Statistical Modeling, Data Mining, C++, Matlab, Software Design, Computer Vision, Applied Mathematics, C, R, Monte Carlo Simulation, Mathematical Modeling, Object Oriented Design, Data Analysis
Education
Massachusetts Institute of Technology 1991 — 1999
B.S., M.Eng., Ph.D., Electrical Engineering and Computer Science
A Hedge Fund January 2015 - Present
Purdue University January 2015 - Present
Purdue University August 2000 - December 2014
Pragma Securities LLC February 2013 - January 2014
Jefferies & Company January 2007 - December 2012
Skills
Algorithms, Machine Learning, Signal Processing, Statistics, Image Processing, Research, Pattern Recognition, Statistical Modeling, Data Mining, C++, Matlab, Software Design, Computer Vision, Applied Mathematics, C, R, Monte Carlo Simulation, Mathematical Modeling, Object Oriented Design, Data Analysis
Education
Massachusetts Institute of Technology 1991 — 1999
B.S., M.Eng., Ph.D., Electrical Engineering and Computer Science
Dave Bruestle's Jefferies & Company Experience February 2008 - Present
Job VP, Equity Trading at Jefferies, LLC
Industry Investment Banking
Experience
Jefferies & Company February 2008 - Present
SEI Investments September 2004 - January 2008
Skills
Equities, Series 7, Trading, Equity Trading, Series 63, Financial Risk, Bloomberg, Hedge Funds, Electronic Trading, Capital Markets, Trading Systems, Derivatives, Securities, FINRA, Investments, Alternative Investments, Financial Markets, ETFs
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Economics
Jefferies & Company February 2008 - Present
SEI Investments September 2004 - January 2008
Skills
Equities, Series 7, Trading, Equity Trading, Series 63, Financial Risk, Bloomberg, Hedge Funds, Electronic Trading, Capital Markets, Trading Systems, Derivatives, Securities, FINRA, Investments, Alternative Investments, Financial Markets, ETFs
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Economics
Mayda Felicie Mayda Felicie's Jefferies & Company Experience 2006 - 2011
Job Surgical Technologist
Industry Medical Practice
Experience
Capital Health System December 2013 - Present
Jefferies & Company 2006 - 2011
Jefferies & Company 2003 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Software Documentation, PeopleSoft Financial, English, Outlook, Photoshop, HTML, Windows, Account Reconciliation, Accounts Receivable, Auditing, Invoicing, PeopleSoft, Investment Banking, Accounting, Financial Services, Settlement
Education
Star Career Academy-Brick 2012 — 2013
Surgical technician
John F. Kennedy H.S. 1985 — 1988
Academic Diploma
Katherine Gibbs School
Hotel & Hospitality
Capital Health System December 2013 - Present
Jefferies & Company 2006 - 2011
Jefferies & Company 2003 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Software Documentation, PeopleSoft Financial, English, Outlook, Photoshop, HTML, Windows, Account Reconciliation, Accounts Receivable, Auditing, Invoicing, PeopleSoft, Investment Banking, Accounting, Financial Services, Settlement
Education
Star Career Academy-Brick 2012 — 2013
Surgical technician
John F. Kennedy H.S. 1985 — 1988
Academic Diploma
Katherine Gibbs School
Hotel & Hospitality
Thomas Lehrkinder Thomas Lehrkinder's Jefferies & Company Experience July 2011 - June 2014
Job Financial Services professional exploring new opportunities
Industry Financial Services
Experience
Exploring New Opportunities July 2015 - Present
TradingScreen July 2014 - July 2015
Jefferies & Company July 2011 - June 2014
HSBC Securities May 2010 - April 2011
Credit Suisse Securiries (USA) LLC March 1997 - January 2010
Merrill Lynch 1993 - 1997
Skills
Derivatives, Commodity, Fixed Income, Trading Systems, Electronic Trading, Equities, Trading, Options, Middle Office, Securities, Prime Brokerage, Swaps, Management, Asset Management, Business Analysis, Analysis, Project Management, Back Office, Interest Rate..., Series 7, Bonds, Financial Analysis, Series 63, Integration, PMO, JIRA, Series 3
Education
Monmouth University 1994 — 1996
Master of Business Administration (M.B.A.), Finance -Leon Hess School of Business, 3.8
Marist College 1981 — 1985
Bachelor’s Degree, Computer Science
Exploring New Opportunities July 2015 - Present
TradingScreen July 2014 - July 2015
Jefferies & Company July 2011 - June 2014
HSBC Securities May 2010 - April 2011
Credit Suisse Securiries (USA) LLC March 1997 - January 2010
Merrill Lynch 1993 - 1997
Skills
Derivatives, Commodity, Fixed Income, Trading Systems, Electronic Trading, Equities, Trading, Options, Middle Office, Securities, Prime Brokerage, Swaps, Management, Asset Management, Business Analysis, Analysis, Project Management, Back Office, Interest Rate..., Series 7, Bonds, Financial Analysis, Series 63, Integration, PMO, JIRA, Series 3
Education
Monmouth University 1994 — 1996
Master of Business Administration (M.B.A.), Finance -Leon Hess School of Business, 3.8
Marist College 1981 — 1985
Bachelor’s Degree, Computer Science
Douglas M. Lane Douglas M. Lane's Jefferies & Company Experience August 2007 - June 2011
Job Independent Investor
Industry Financial Services
Experience
Kristin Lane Agency June 2011 - Present
Jefferies & Company August 2007 - June 2011
Avondale Partners October 2002 - July 2007
Merrill Lynch December 1992 - June 2001
PNC Bank September 1989 - December 1992
Skills
Equities, Investments, Strategic Communications, Bloomberg, Securities, Series 7, Financial Modeling
Education
Loyola College in Maryland 1987 — 1989
MBA, Finance
University of Richmond 1978 — 1982
BSBA, Management Systems, Economics
McDonogh School 1966 — 1978
Kristin Lane Agency June 2011 - Present
Jefferies & Company August 2007 - June 2011
Avondale Partners October 2002 - July 2007
Merrill Lynch December 1992 - June 2001
PNC Bank September 1989 - December 1992
Skills
Equities, Investments, Strategic Communications, Bloomberg, Securities, Series 7, Financial Modeling
Education
Loyola College in Maryland 1987 — 1989
MBA, Finance
University of Richmond 1978 — 1982
BSBA, Management Systems, Economics
McDonogh School 1966 — 1978
Jessica Itzkowitz Jessica Itzkowitz's Jefferies & Company Experience 2010 - 2010
Job Executive Assistant to Chairman and CEO at Simon Property Group
Industry Real Estate
Experience
Simon Property Group April 2014 - Present
Barclays Capital October 2011 - April 2014
Jefferies & Company 2010 - 2010
NYFIX 2008 - 2010
Citigroup 2005 - 2008
Skills
CMBS, Investment Banking, Asset Managment, Investor Relations, Financial Modeling, Corporate Finance, Investments, Risk Management, Hedge Funds, Financial Analysis, Financial Services, Mergers, Private Equity, Vendor Management, Valuation, Securities, Capital Markets, Project Management, Trading, Fixed Income, Microsoft Excel
Education
LIU Post
Simon Property Group April 2014 - Present
Barclays Capital October 2011 - April 2014
Jefferies & Company 2010 - 2010
NYFIX 2008 - 2010
Citigroup 2005 - 2008
Skills
CMBS, Investment Banking, Asset Managment, Investor Relations, Financial Modeling, Corporate Finance, Investments, Risk Management, Hedge Funds, Financial Analysis, Financial Services, Mergers, Private Equity, Vendor Management, Valuation, Securities, Capital Markets, Project Management, Trading, Fixed Income, Microsoft Excel
Education
LIU Post
Emmanuel T. Voumvourakis, CMT Emmanuel T. Voumvourakis, CMT's Jefferies & Company Experience January 2008 - May 2014
Job Supervising Member at CompleteDB
Industry Capital Markets
Experience
CompleteDB February 2011 - Present
Jefferies & Company January 2008 - May 2014
RBC Capital Markets June 2004 - November 2007
Mako Global Derivatives May 2001 - June 2004
Cantor Fitzgerald May 2001 - December 2001
BNP Cooper Neff September 1997 - May 2001
ORASIS Financial August 1994 - September 1997
Triton Navigation July 1992 - July 1994
Skills
Trading Systems, Electronic Trading, Equity Derivatives, Capital Markets, Quantitative Finance, Quantitative Analytics, Derivatives, Options, Equities, Portfolio Management, Trading, Management, Financial Markets, Commodity, Risk Management, Market Making, Arbitrage, Bloomberg, Equity Trading, Financial Risk, Financial Services, Hedge Funds, Investment Banking, Low Latency, Market Data, Market Risk, Proprietary Trading, Structured Products, Volatility, Trading Strategies, Volatility Arbitrage, Correlation Trading, ETFs, Technical Analysis, Hedging, Asset Management, Entrepreneurship
Education
Massachusetts Institute of Technology 1988 — 1992
BS, Mechanical Engineering
CompleteDB February 2011 - Present
Jefferies & Company January 2008 - May 2014
RBC Capital Markets June 2004 - November 2007
Mako Global Derivatives May 2001 - June 2004
Cantor Fitzgerald May 2001 - December 2001
BNP Cooper Neff September 1997 - May 2001
ORASIS Financial August 1994 - September 1997
Triton Navigation July 1992 - July 1994
Skills
Trading Systems, Electronic Trading, Equity Derivatives, Capital Markets, Quantitative Finance, Quantitative Analytics, Derivatives, Options, Equities, Portfolio Management, Trading, Management, Financial Markets, Commodity, Risk Management, Market Making, Arbitrage, Bloomberg, Equity Trading, Financial Risk, Financial Services, Hedge Funds, Investment Banking, Low Latency, Market Data, Market Risk, Proprietary Trading, Structured Products, Volatility, Trading Strategies, Volatility Arbitrage, Correlation Trading, ETFs, Technical Analysis, Hedging, Asset Management, Entrepreneurship
Education
Massachusetts Institute of Technology 1988 — 1992
BS, Mechanical Engineering
Felix Popescu's Jefferies & Company Experience August 2011 - June 2012
Job Co Founder & CFO at CannMarket, President at FP Associates, Finance Professional
Industry Financial Services
Experience
CannMarket July 2015 - Present
FP Associates February 2014 - Present
CMF Management Company, LLC September 2013 - July 2015
ProCure July 2012 - August 2013
Jefferies & Company August 2011 - June 2012
Lazard Freres & Co. June 2009 - August 2011
General Electric May 2007 - August 2007
Skills
Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Investment Banking, Project Finance, Equities, Valuation, Private Equity, Investments, Leveraged Finance, Venture Capital, Capital Markets, Mergers, Financial Analysis, Business Development, Finance, Corporate Law, M&A experience, Corporate Development, Management, Strategy, Start-ups, Investor Relations, Entrepreneurship, Leadership
Education
Michigan State University 2005 — 2009
B.A., Finance, Asian Studies
John Cabot University 2009 — 2009
Study Abroad, International Business
Farmington High School
CannMarket July 2015 - Present
FP Associates February 2014 - Present
CMF Management Company, LLC September 2013 - July 2015
ProCure July 2012 - August 2013
Jefferies & Company August 2011 - June 2012
Lazard Freres & Co. June 2009 - August 2011
General Electric May 2007 - August 2007
Skills
Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Investment Banking, Project Finance, Equities, Valuation, Private Equity, Investments, Leveraged Finance, Venture Capital, Capital Markets, Mergers, Financial Analysis, Business Development, Finance, Corporate Law, M&A experience, Corporate Development, Management, Strategy, Start-ups, Investor Relations, Entrepreneurship, Leadership
Education
Michigan State University 2005 — 2009
B.A., Finance, Asian Studies
John Cabot University 2009 — 2009
Study Abroad, International Business
Farmington High School
Richard Brode's Jefferies & Company Experience July 2011 - August 2012
Job Private Equity Associate at Kohlberg & Company
Industry Venture Capital & Private Equity
Experience
Kohlberg & Company July 2014 - Present
J.P. Morgan September 2012 - July 2014
Jefferies & Company July 2011 - August 2012
Education
Swarthmore College 2007 — 2011
McGill University 2009 — 2009
Kohlberg & Company July 2014 - Present
J.P. Morgan September 2012 - July 2014
Jefferies & Company July 2011 - August 2012
Education
Swarthmore College 2007 — 2011
McGill University 2009 — 2009
Rick Piedade Rick Piedade's Jefferies & Company Experience December 2006 - May 2012
Job Product Specialist, Electronic Trading
Industry Financial Services
Experience
Jefferies December 2006 - Present
Jefferies & Company December 2006 - May 2012
BANC OF AMERICA SECURITIES LLC June 1998 - December 2006
V-BAND October 1997 - June 1998
Curtis Instruments October 1996 - October 1997
Skills
Realtick, Prime Brokerage, Electronic Trading, Hedge Funds, Equities, Trading, Options, Back Office, Order Management, Trading Systems, Equity Trading, Market Data, Series 7, Securities, Investment Banking, Series 63, ETFs, Technical Analysis, Relationship Management, Equity Derivatives, Fixed Income, Derivatives
Education
Manhattan College 1992 — 1996
BS, Electrical Engineering; Electrical Engineering
Jefferies December 2006 - Present
Jefferies & Company December 2006 - May 2012
BANC OF AMERICA SECURITIES LLC June 1998 - December 2006
V-BAND October 1997 - June 1998
Curtis Instruments October 1996 - October 1997
Skills
Realtick, Prime Brokerage, Electronic Trading, Hedge Funds, Equities, Trading, Options, Back Office, Order Management, Trading Systems, Equity Trading, Market Data, Series 7, Securities, Investment Banking, Series 63, ETFs, Technical Analysis, Relationship Management, Equity Derivatives, Fixed Income, Derivatives
Education
Manhattan College 1992 — 1996
BS, Electrical Engineering; Electrical Engineering
Maria Rickert Hong, CHHC, AADP's Jefferies & Company Experience 2000 - 2004
Job Ongoing Contributor at Autism File Magazine
Industry Health, Wellness and Fitness
Experience
Maria Rickert Hong Nutritional Healing November 2011 - Present
Maria Rickert Hong October 2014 - Present
Epidemic Answers November 2010 - Present
Autism File Magazine March 2014 - Present
Documenting Hope Project January 2013 - February 2015
Calyon Securities 2004 - 2005
Jefferies & Company 2000 - 2004
Lehman Brothers 1999 - 2000
Salomon Smith Barney 1999 - 1999
Halliburton 1988 - 1999
Skills
Autism, ADHD, Food Allergies, Asthma, Autoimmune Diseases, Wellness, Coaching, Sensory Integration, OCD, Cooking, Health, Stress Management, Equity Research, Financial Analysis, Market Analysis, Research, Public Speaking, Food, Blogging, Nutrition, Marketing, Business Strategy, Non-profits, Finance, Consulting, Data Analysis, Strategic Planning, Energy, Leadership, Investment Banking, Microsoft Excel, Business Development, Financial Modeling, Business Planning, Fundraising, Valuation, Analysis, Investments, Entrepreneurship, Whole Foods, Chronic Illness, Presenter, Books, Self-esteem, Allergy, Strategy, Equity Valuation, Women's Health, Holistic Health, Mental Health
Education
Institute for Integrative Nutrition 2011 — 2012
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance, Strategy
University of New Orleans 1990 — 1994
BA, Geographic Information Systems
Louisiana State University 1984 — 1988
none, Petroleum Engineering
Maria Rickert Hong Nutritional Healing November 2011 - Present
Maria Rickert Hong October 2014 - Present
Epidemic Answers November 2010 - Present
Autism File Magazine March 2014 - Present
Documenting Hope Project January 2013 - February 2015
Calyon Securities 2004 - 2005
Jefferies & Company 2000 - 2004
Lehman Brothers 1999 - 2000
Salomon Smith Barney 1999 - 1999
Halliburton 1988 - 1999
Skills
Autism, ADHD, Food Allergies, Asthma, Autoimmune Diseases, Wellness, Coaching, Sensory Integration, OCD, Cooking, Health, Stress Management, Equity Research, Financial Analysis, Market Analysis, Research, Public Speaking, Food, Blogging, Nutrition, Marketing, Business Strategy, Non-profits, Finance, Consulting, Data Analysis, Strategic Planning, Energy, Leadership, Investment Banking, Microsoft Excel, Business Development, Financial Modeling, Business Planning, Fundraising, Valuation, Analysis, Investments, Entrepreneurship, Whole Foods, Chronic Illness, Presenter, Books, Self-esteem, Allergy, Strategy, Equity Valuation, Women's Health, Holistic Health, Mental Health
Education
Institute for Integrative Nutrition 2011 — 2012
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance, Strategy
University of New Orleans 1990 — 1994
BA, Geographic Information Systems
Louisiana State University 1984 — 1988
none, Petroleum Engineering
Oleg Khovayko Oleg Khovayko's Jefferies & Company Experience November 2010 - Present
Job VicePresident at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company November 2010 - Present
Fidelis Security Systems November 2010 - November 2010
SXP Analytics, LLC February 2008 - September 2010
TAJ Technologies, Inc March 2004 - February 2008
US National Institutes of Health (NIH) 2001 - February 2008
NCBI/NLM/NIH 1998 - 2008
Informax, Inc April 1998 - March 2005
Ankey December 1995 - December 1997
Digital Equipment Corporation December 1995 - December 1997
Medicine for you May 1994 - November 1994
Skills
Perl, Algorithms, C++, Linux, VMS, Unix, AJAX, Tru64, C, XML, Compression, Clustering, JavaScript, SQL, Software Engineering, TCP/IP, HTML, STL, Programming, Shell Scripting, Software Design, Software Development, High Frequency Trading, Equities, Equity Derivatives, Trading Strategies, Trading Systems, Stock Trading, Algorithm Design, Search Algorithms, Electronic Trading, Statistical Arbitrage, Ultra Low Latency, MySQL, Multithreading, XSLT, Financial Modeling, Financial Analysis, Unix Shell Scripting, Testing, System Architecture, Object Oriented Design, Distributed Systems, Agile Methodologies, Python, Computer Science, Solaris, Subversion, OOP
Education
Национальный Исследовательский Ядерный Университет «МИФИ» (бывший Московский Инженерно-Физический Институт) 1987 — 1994
Master of Science (MS), Computer Science
Sh2
High School
Jefferies & Company November 2010 - Present
Fidelis Security Systems November 2010 - November 2010
SXP Analytics, LLC February 2008 - September 2010
TAJ Technologies, Inc March 2004 - February 2008
US National Institutes of Health (NIH) 2001 - February 2008
NCBI/NLM/NIH 1998 - 2008
Informax, Inc April 1998 - March 2005
Ankey December 1995 - December 1997
Digital Equipment Corporation December 1995 - December 1997
Medicine for you May 1994 - November 1994
Skills
Perl, Algorithms, C++, Linux, VMS, Unix, AJAX, Tru64, C, XML, Compression, Clustering, JavaScript, SQL, Software Engineering, TCP/IP, HTML, STL, Programming, Shell Scripting, Software Design, Software Development, High Frequency Trading, Equities, Equity Derivatives, Trading Strategies, Trading Systems, Stock Trading, Algorithm Design, Search Algorithms, Electronic Trading, Statistical Arbitrage, Ultra Low Latency, MySQL, Multithreading, XSLT, Financial Modeling, Financial Analysis, Unix Shell Scripting, Testing, System Architecture, Object Oriented Design, Distributed Systems, Agile Methodologies, Python, Computer Science, Solaris, Subversion, OOP
Education
Национальный Исследовательский Ядерный Университет «МИФИ» (бывший Московский Инженерно-Физический Институт) 1987 — 1994
Master of Science (MS), Computer Science
Sh2
High School
Daniel Badenhausen Daniel Badenhausen's Jefferies & Company Experience June 1994 - October 1999
Job Senior Director at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield July 2010 - Present
Sitar Company April 2007 - July 2010
Ryan Beck & Co. January 2002 - March 2007
CIBC World Markets January 2000 - September 2001
Jefferies & Company June 1994 - October 1999
SunTrust Robinson Humphrey 1985 - 1994
Skills
Brokerage, Real Estate, Commercial Real Estate, Leases, Sellers
Education
Delbarton School
Montclair State University
BA
University of Richmond
Cushman & Wakefield July 2010 - Present
Sitar Company April 2007 - July 2010
Ryan Beck & Co. January 2002 - March 2007
CIBC World Markets January 2000 - September 2001
Jefferies & Company June 1994 - October 1999
SunTrust Robinson Humphrey 1985 - 1994
Skills
Brokerage, Real Estate, Commercial Real Estate, Leases, Sellers
Education
Delbarton School
Montclair State University
BA
University of Richmond
Philip Castrodale, CFA Philip Castrodale, CFA's Jefferies & Company Experience 2000 - 2008
Job Managing Director at PwC Corporate Finance
Industry Investment Banking
Experience
PwC April 2015 - Present
Behre Dolbear Capital, Inc. 2010 - March 2015
Vanquish Global Resources, LP 2008 - 2009
Jefferies & Company 2000 - 2008
CIBC World Markets 1997 - 2000
First Canada Securities Corp. 1995 - 1997
Skills
Private Equity, Investment Banking, Debt, Equities, IPO, Finance, Private Placements, Mining, Capital Raising, Valuation, Capital Markets, Due Diligence, Mergers, Venture Capital, Corporate Finance, Financial Modeling, Restructuring, Emerging Markets, Strategy, Investor Relations, Mergers & Acquisitions, Leveraged Finance, Hedge Funds, Commodity, Project Finance, Capital, Funding, Mezzanine
Education
University of Rochester - Simon Business School 1993 — 1995
MBA, Finance
McMaster University 1989 — 1993
H. B. Comm., Finance
PwC April 2015 - Present
Behre Dolbear Capital, Inc. 2010 - March 2015
Vanquish Global Resources, LP 2008 - 2009
Jefferies & Company 2000 - 2008
CIBC World Markets 1997 - 2000
First Canada Securities Corp. 1995 - 1997
Skills
Private Equity, Investment Banking, Debt, Equities, IPO, Finance, Private Placements, Mining, Capital Raising, Valuation, Capital Markets, Due Diligence, Mergers, Venture Capital, Corporate Finance, Financial Modeling, Restructuring, Emerging Markets, Strategy, Investor Relations, Mergers & Acquisitions, Leveraged Finance, Hedge Funds, Commodity, Project Finance, Capital, Funding, Mezzanine
Education
University of Rochester - Simon Business School 1993 — 1995
MBA, Finance
McMaster University 1989 — 1993
H. B. Comm., Finance
Sandeep Swadia Sandeep Swadia's Jefferies & Company Experience 2008 - 2010
Job Chief Operating Officer at Magnetic, Board of Director at iQ media Corp
Industry Internet
Experience
iQ media Corp 2015 - Present
Magnetic 2014 - Present
ColSpace Corporation 2013 - 2014
ScrollMotion 2012 - 2013
Demand Media 2010 - 2012
Jefferies & Company 2008 - 2010
FAST, A Microsoft Subsidiary 2004 - 2008
Virtusa 2001 - 2004
Cisco Systems 1999 - 2000
CSC 1997 - 1999
Skills
Corporate Development, Start-ups, Strategic Partnerships, Strategy, Business Strategy, Business Development, Product Marketing, Marketing Strategy, Executive Management, Non-profits, Enterprise Software, SaaS, Leadership, Go-to-market Strategy, Analytics, Online Advertising, Management, Entrepreneurship, Mobile Applications, Marketing, E-commerce
Education
MIT Sloan School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Northeastern University 1992 — 1994
Master's degree, Mathematics and Computer Science
iQ media Corp 2015 - Present
Magnetic 2014 - Present
ColSpace Corporation 2013 - 2014
ScrollMotion 2012 - 2013
Demand Media 2010 - 2012
Jefferies & Company 2008 - 2010
FAST, A Microsoft Subsidiary 2004 - 2008
Virtusa 2001 - 2004
Cisco Systems 1999 - 2000
CSC 1997 - 1999
Skills
Corporate Development, Start-ups, Strategic Partnerships, Strategy, Business Strategy, Business Development, Product Marketing, Marketing Strategy, Executive Management, Non-profits, Enterprise Software, SaaS, Leadership, Go-to-market Strategy, Analytics, Online Advertising, Management, Entrepreneurship, Mobile Applications, Marketing, E-commerce
Education
MIT Sloan School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Northeastern University 1992 — 1994
Master's degree, Mathematics and Computer Science
Ron Oswick's Jefferies & Company Experience September 2005 - June 2007
Job Senior Associate at Investment Management Services
Industry Investment Management
Experience
Investment Management Services June 2012 - Present
Morgan Stanley Wealth Management July 2007 - August 2011
Jefferies & Company September 2005 - June 2007
Deutsche Bank Securities November 2003 - August 2005
DB Alex Brown May 2002 - November 2003
BT Alex Brown May 1997 - May 2002
Alex Brown January 1996 - May 1997
Skills
Securities, Series 7, Bloomberg, Investment Advisory, Series 63, Wealth Management, Corporate Actions, Fixed Income, Investment Management, Process Improvement, Microsoft Excel, Bonds, Vendor Management, Performance Measurement, Investments, Financial Services, Retirement, Middle Office, Wealth Management..., Series 65, Uniform Combined State..., 401k, Eagle PACE, FactSet, Alternative Investments, Mutual Funds, Portfolio Management
Education
Loyola College in Maryland 1999 — 2001
Master's degree, Business Administration and Management, General
Loyola College in Maryland 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Investment Management Services June 2012 - Present
Morgan Stanley Wealth Management July 2007 - August 2011
Jefferies & Company September 2005 - June 2007
Deutsche Bank Securities November 2003 - August 2005
DB Alex Brown May 2002 - November 2003
BT Alex Brown May 1997 - May 2002
Alex Brown January 1996 - May 1997
Skills
Securities, Series 7, Bloomberg, Investment Advisory, Series 63, Wealth Management, Corporate Actions, Fixed Income, Investment Management, Process Improvement, Microsoft Excel, Bonds, Vendor Management, Performance Measurement, Investments, Financial Services, Retirement, Middle Office, Wealth Management..., Series 65, Uniform Combined State..., 401k, Eagle PACE, FactSet, Alternative Investments, Mutual Funds, Portfolio Management
Education
Loyola College in Maryland 1999 — 2001
Master's degree, Business Administration and Management, General
Loyola College in Maryland 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Allison Orzell's Jefferies & Company Experience October 2010 - June 2012
Job Administrative Assistant at Jefferies LLC.
Industry Investment Management
Experience
Jefferies July 2012 - Present
Jefferies & Company October 2010 - June 2012
Williams-Sonoma, Inc. February 2010 - October 2010
Williams-Sonoma, Inc. June 2005 - January 2010
Chemical Compounding June 2005 - August 2008
Skills
Lotus Notes, Microsoft Office, Sales Management, Concur, Expense Reports, Travel Planning, Office Administration, Calendaring, Administrative..., Customer Service, Travel Arrangements, Event Planning, Sales, Calendars, Telephone Skills, Management, Microsoft Excel
Education
Linfield College 2005 — 2009
Bachelor of Arts, History
Jefferies July 2012 - Present
Jefferies & Company October 2010 - June 2012
Williams-Sonoma, Inc. February 2010 - October 2010
Williams-Sonoma, Inc. June 2005 - January 2010
Chemical Compounding June 2005 - August 2008
Skills
Lotus Notes, Microsoft Office, Sales Management, Concur, Expense Reports, Travel Planning, Office Administration, Calendaring, Administrative..., Customer Service, Travel Arrangements, Event Planning, Sales, Calendars, Telephone Skills, Management, Microsoft Excel
Education
Linfield College 2005 — 2009
Bachelor of Arts, History
Nicole Tarantino Nicole Tarantino's Jefferies & Company Experience June 2011 - July 2012
Job Coordinator at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group January 2015 - Present
The Carlyle Group July 2012 - December 2014
Jefferies & Company June 2011 - July 2012
Conrad Capital Management May 2007 - January 2011
Capital Markets Engineering & Trading L.L.C May 2009 - September 2009
SW Bach & Company May 2006 - February 2007
Skills
Administrative...
Education
Long Island University, C.W. Post Campus 2007 — 2011
Business Administration, Finance and Management
Camp Business
The Carlyle Group January 2015 - Present
The Carlyle Group July 2012 - December 2014
Jefferies & Company June 2011 - July 2012
Conrad Capital Management May 2007 - January 2011
Capital Markets Engineering & Trading L.L.C May 2009 - September 2009
SW Bach & Company May 2006 - February 2007
Skills
Administrative...
Education
Long Island University, C.W. Post Campus 2007 — 2011
Business Administration, Finance and Management
Camp Business
Andrew Mastromonaco Andrew Mastromonaco's Jefferies & Company Experience 2011 - Present
Job Vice President Equity Sales at Jefferies
Industry Financial Services
Experience
Jefferies January 2014 - Present
Jefferies & Company 2011 - Present
Thomson Reuters October 2009 - July 2011
Thomson Reuters October 2008 - October 2009
Thomson Reuters July 2007 - October 2008
Education
Lehigh University 2003 — 2007
B.A, Economics, Finance, Accounting, International Relations, Japanese
Jefferies January 2014 - Present
Jefferies & Company 2011 - Present
Thomson Reuters October 2009 - July 2011
Thomson Reuters October 2008 - October 2009
Thomson Reuters July 2007 - October 2008
Education
Lehigh University 2003 — 2007
B.A, Economics, Finance, Accounting, International Relations, Japanese
Antonio Principato's Jefferies & Company Experience April 2010 - Present
Job AVP Global Derivatives at Jefferies & Company
Industry Information Technology and Services
Experience
Jefferies & Company April 2010 - Present
Prudential Financial January 2001 - April 2010
Prudential Financial January 1999 - January 2001
Bear Stearns January 1995 - January 1999
Bear Stearns January 1992 - January 1999
Bear Stearns January 1989 - January 1992
Skills
Disaster Recovery, Windows Server, Servers, Business Analysis, Data Center
Education
Metropolitan Institute Of Networking Technology Jersey
Middlesex County College
Computer Science
Union County College
Computer Science
Jefferies & Company April 2010 - Present
Prudential Financial January 2001 - April 2010
Prudential Financial January 1999 - January 2001
Bear Stearns January 1995 - January 1999
Bear Stearns January 1992 - January 1999
Bear Stearns January 1989 - January 1992
Skills
Disaster Recovery, Windows Server, Servers, Business Analysis, Data Center
Education
Metropolitan Institute Of Networking Technology Jersey
Middlesex County College
Computer Science
Union County College
Computer Science
Lainie Rose Miller, MBA Lainie Rose Miller, MBA's Jefferies & Company Experience 1996 - 1999
Job Financial Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC July 2014 - Present
AXA Advisors, LLC 2012 - July 2014
Junior League of Pasadena 1999 - 2012
UCLA and Loyola Marymount University 2000 - 2006
Arthur Andersen, LLP 1999 - 2000
Jefferies & Company 1996 - 1999
Skills
Investments, Business Development, Finance, Risk Management,..., Financial Planning, Portfolio Management, Mergers & Acquisitions, Asset Management, Retirement Planning, Risk Management, Due Diligence, Corporate Finance, Business Planning, Valuation, Insurance, Equities, Management, Securities, Financial Services, Fixed Income, Asset Allocation, Financial Advisory, Small Business, Budgets
Education
Loyola Marymount University, College of Business Administration 1993 — 1996
MBA, Finance / Strategic Planning, Magna Cum Laude
University of California, Los Angeles 1984 — 1988
B.A., Business Administration
Cetera Advisor Networks LLC July 2014 - Present
AXA Advisors, LLC 2012 - July 2014
Junior League of Pasadena 1999 - 2012
UCLA and Loyola Marymount University 2000 - 2006
Arthur Andersen, LLP 1999 - 2000
Jefferies & Company 1996 - 1999
Skills
Investments, Business Development, Finance, Risk Management,..., Financial Planning, Portfolio Management, Mergers & Acquisitions, Asset Management, Retirement Planning, Risk Management, Due Diligence, Corporate Finance, Business Planning, Valuation, Insurance, Equities, Management, Securities, Financial Services, Fixed Income, Asset Allocation, Financial Advisory, Small Business, Budgets
Education
Loyola Marymount University, College of Business Administration 1993 — 1996
MBA, Finance / Strategic Planning, Magna Cum Laude
University of California, Los Angeles 1984 — 1988
B.A., Business Administration
Robert Maranzano Robert Maranzano's Jefferies & Company Experience August 2009 - Present
Job AVP at Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company August 2009 - Present
Pershing June 2008 - December 2008
Cantor Fitzgerald July 2007 - March 2008
Fortis Securities LLC March 2007 - July 2007
US Clearing Corporation September 1984 - March 2007
Dean Witter September 1978 - February 1984
White, Weld & Co. June 1977 - September 1978
Skills
Back Office, Corporate Actions, Finance, Financial Services, Fixed Income, Securities, Settlement, Account Reconciliation, Equities, Bloomberg, General Ledger, Accounts Payable, Financial Reporting, Asset, Bonds, Hedge Funds, Series 7, Securities Lending, Prime Brokerage, Capital Markets, Derivatives
Education
University of Pennsylvania - The Wharton School 1997 — 1999
SIA Program Studies
Pace University 1977 — 1977
accounting
Kingsborough Community College 1975 — 1976
accounting
Jefferies & Company August 2009 - Present
Pershing June 2008 - December 2008
Cantor Fitzgerald July 2007 - March 2008
Fortis Securities LLC March 2007 - July 2007
US Clearing Corporation September 1984 - March 2007
Dean Witter September 1978 - February 1984
White, Weld & Co. June 1977 - September 1978
Skills
Back Office, Corporate Actions, Finance, Financial Services, Fixed Income, Securities, Settlement, Account Reconciliation, Equities, Bloomberg, General Ledger, Accounts Payable, Financial Reporting, Asset, Bonds, Hedge Funds, Series 7, Securities Lending, Prime Brokerage, Capital Markets, Derivatives
Education
University of Pennsylvania - The Wharton School 1997 — 1999
SIA Program Studies
Pace University 1977 — 1977
accounting
Kingsborough Community College 1975 — 1976
accounting
Kyle Baer Kyle Baer's Jefferies & Company Experience June 2013 - August 2013
Job Business Operations at Uber
Industry Financial Services
Experience
Uber May 2015 - Present
Jefferies LLC June 2014 - May 2015
Jefferies & Company June 2013 - August 2013
Kollins Communications, Inc. May 2012 - August 2012
Education
Lehigh University 2010 — 2014
BS Honors Integrated Business and Engineering, Industrial Engineering and Finance
Uber May 2015 - Present
Jefferies LLC June 2014 - May 2015
Jefferies & Company June 2013 - August 2013
Kollins Communications, Inc. May 2012 - August 2012
Education
Lehigh University 2010 — 2014
BS Honors Integrated Business and Engineering, Industrial Engineering and Finance
Grant Gibson Grant Gibson's Jefferies & Company Experience May 1999 - September 1999
Job Head of Programming at AwesomenessTV
Industry Entertainment
Experience
AwesomenessTV January 2015 - Present
AwesomenessTV May 2014 - January 2015
Big Frame August 2011 - May 2014
Decurion Corporation, ArcLight Cinemas 2003 - July 2011
peloton magazine by Move Press 2011 - 2011
Twentieth Century Fox 2000 - 2003
Jefferies & Company May 1999 - September 1999
Sumitomo Bank 1997 - 1998
Federal Reserve Bank of New York 1995 - 1997
Skills
Strategic Planning, Analytics, SWOT analysis, YouTube, Financial Analysis, Financial Modeling, Market Research, Budgeting, Business Intelligence, Audience Development, Entrepreneurship, Digital Media, Business Planning, Budgets
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Entrepreneurial Finance & Entertainment
Middlebury College 1991 — 1995
BA, Economics, minor in Mathematics
Shaker Heights High School 1988 — 1991
AwesomenessTV January 2015 - Present
AwesomenessTV May 2014 - January 2015
Big Frame August 2011 - May 2014
Decurion Corporation, ArcLight Cinemas 2003 - July 2011
peloton magazine by Move Press 2011 - 2011
Twentieth Century Fox 2000 - 2003
Jefferies & Company May 1999 - September 1999
Sumitomo Bank 1997 - 1998
Federal Reserve Bank of New York 1995 - 1997
Skills
Strategic Planning, Analytics, SWOT analysis, YouTube, Financial Analysis, Financial Modeling, Market Research, Budgeting, Business Intelligence, Audience Development, Entrepreneurship, Digital Media, Business Planning, Budgets
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Entrepreneurial Finance & Entertainment
Middlebury College 1991 — 1995
BA, Economics, minor in Mathematics
Shaker Heights High School 1988 — 1991
Matthew Simone's Jefferies & Company Experience June 2010 - August 2010
Job Executive Sales Representative at MavRx Medical
Industry Medical Devices
Experience
MavRx Medical June 2014 - Present
Diocese Of Rockville Center September 2014 - Present
Tom James Company September 2013 - May 2014
Empire Surgical Inc. June 2012 - August 2013
Guitars for Vets February 2012 - May 2012
Northeast Securities September 2011 - December 2011
Jefferies & Company June 2010 - August 2010
Education
Long Island University, C.W. Post Campus 2008 — 2012
Bachelor of Science (B.S.), Marketing, Graduated
LIU Post
Marketing
MavRx Medical June 2014 - Present
Diocese Of Rockville Center September 2014 - Present
Tom James Company September 2013 - May 2014
Empire Surgical Inc. June 2012 - August 2013
Guitars for Vets February 2012 - May 2012
Northeast Securities September 2011 - December 2011
Jefferies & Company June 2010 - August 2010
Education
Long Island University, C.W. Post Campus 2008 — 2012
Bachelor of Science (B.S.), Marketing, Graduated
LIU Post
Marketing
Harmeet Singh Choudhary's Jefferies & Company Experience June 2012 - June 2014
Job Sr. IAM Architect at Simeio Solutions
Industry Computer & Network Security
Experience
Simeio Solutions November 2011 - Present
Insurance Corporation of British Columbia June 2014 - April 2015
Seneca College September 2014 - March 2015
Jefferies & Company June 2012 - June 2014
eHealth Ontario November 2011 - August 2012
Healthways August 2010 - October 2011
Techdemocracy LLC October 2009 - October 2011
IBM December 2008 - November 2010
Techdemocracy LLC September 2008 - September 2009
Activision September 2008 - February 2009
Skills
Identity Management, Access Management, Identity Federation, SSO, Directory Services, Oracle Identity Manager, Oracle Access Manager, Oracle Identity..., Oracle Internet..., Oracle Virtual Directory, Oracle Unified Directory, Oracle Adaptive Access..., Java, Java Enterprise Edition, Linux, Windows Server, Oracle, SAML 2.0, Siteminder, OID, Security, Information Security..., IAM, Federation, IDM, Application Security, Weblogic, Security Architecture..., LDAP, Oracle Application..., Integration, Apache, Active Directory, High Availability, Enterprise Architecture, Information Security, SOA, Solution Architecture, Portals, Middleware, Solaris, JBoss Application Server, Unix, Computer Security, WebLogic
Education
Bal Bharati Public School
High School, Science
Maharishi University of Management
Master of Science, Computer Science
Visvesvaraya Technological University
Bachelor of Engineering, Computer Science & Engineering
Simeio Solutions November 2011 - Present
Insurance Corporation of British Columbia June 2014 - April 2015
Seneca College September 2014 - March 2015
Jefferies & Company June 2012 - June 2014
eHealth Ontario November 2011 - August 2012
Healthways August 2010 - October 2011
Techdemocracy LLC October 2009 - October 2011
IBM December 2008 - November 2010
Techdemocracy LLC September 2008 - September 2009
Activision September 2008 - February 2009
Skills
Identity Management, Access Management, Identity Federation, SSO, Directory Services, Oracle Identity Manager, Oracle Access Manager, Oracle Identity..., Oracle Internet..., Oracle Virtual Directory, Oracle Unified Directory, Oracle Adaptive Access..., Java, Java Enterprise Edition, Linux, Windows Server, Oracle, SAML 2.0, Siteminder, OID, Security, Information Security..., IAM, Federation, IDM, Application Security, Weblogic, Security Architecture..., LDAP, Oracle Application..., Integration, Apache, Active Directory, High Availability, Enterprise Architecture, Information Security, SOA, Solution Architecture, Portals, Middleware, Solaris, JBoss Application Server, Unix, Computer Security, WebLogic
Education
Bal Bharati Public School
High School, Science
Maharishi University of Management
Master of Science, Computer Science
Visvesvaraya Technological University
Bachelor of Engineering, Computer Science & Engineering
Michelle D'Auria Michelle D'Auria's Jefferies & Company Experience December 2008 - July 2011
Job Executive Assistant to CEO at etouches
Industry Computer Software
Experience
etouches September 2013 - Present
Triple Point Technology February 2012 - September 2013
Jefferies & Company December 2008 - July 2011
North Sound Capital August 2004 - November 2008
Conair Corporation August 2002 - August 2004
Skills
Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Event Planning, Equities, Troubleshooting, Management, Administrative..., System Administration, Lotus notes, Hedge Funds, Windows, Marketing Communications, Team Leadership, Account Management, Microsoft SQL Server, Social Media, Bloomberg, Tenrox, Microsoft Word, Concur, Energy
Education
Mercy College
Bachelor of Science (BS), Organizational Management, 3.64
Gibbs College 2000 — 2002
Associate of Arts (AA), Office Administration, 3.78
etouches September 2013 - Present
Triple Point Technology February 2012 - September 2013
Jefferies & Company December 2008 - July 2011
North Sound Capital August 2004 - November 2008
Conair Corporation August 2002 - August 2004
Skills
Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Event Planning, Equities, Troubleshooting, Management, Administrative..., System Administration, Lotus notes, Hedge Funds, Windows, Marketing Communications, Team Leadership, Account Management, Microsoft SQL Server, Social Media, Bloomberg, Tenrox, Microsoft Word, Concur, Energy
Education
Mercy College
Bachelor of Science (BS), Organizational Management, 3.64
Gibbs College 2000 — 2002
Associate of Arts (AA), Office Administration, 3.78
Ed Kyritz Ed Kyritz's Jefferies & Company Experience June 2012 - Present
Job Managing Director at Jefferies & Company
Industry Banking
Experience
Jefferies & Company June 2012 - Present
Barclays Capital September 2009 - April 2012
Barclays Capital May 2003 - September 2009
UBS Investment Bank June 1997 - May 2003
UBS Investment Bank 1997 - 2003
Skills
High Yield, Credit Derivatives, Structured Products, ABS, Special Situations
Education
Lake Forest Graduate School of Management 1994 — 2007
MBA, Business
Lake Forest College 1985 — 1989
BA, Business, Economics
Jefferies & Company June 2012 - Present
Barclays Capital September 2009 - April 2012
Barclays Capital May 2003 - September 2009
UBS Investment Bank June 1997 - May 2003
UBS Investment Bank 1997 - 2003
Skills
High Yield, Credit Derivatives, Structured Products, ABS, Special Situations
Education
Lake Forest Graduate School of Management 1994 — 2007
MBA, Business
Lake Forest College 1985 — 1989
BA, Business, Economics
Jim Gibbons's Jefferies & Company Experience May 2009 - April 2015
Job Electronic Sales Trader KCG Holdings
Industry Financial Services
Experience
KCG Holdings, Inc. May 2015 - Present
Adirondack Fire Equipment January 2015 - Present
Jefferies & Company May 2009 - April 2015
Liquidnet March 2007 - February 2009
Miletus Trading March 2006 - March 2007
Bloomberg Tradebook 1998 - 2006
Education
King's College 1990 — 1994
BA, Business
KCG Holdings, Inc. May 2015 - Present
Adirondack Fire Equipment January 2015 - Present
Jefferies & Company May 2009 - April 2015
Liquidnet March 2007 - February 2009
Miletus Trading March 2006 - March 2007
Bloomberg Tradebook 1998 - 2006
Education
King's College 1990 — 1994
BA, Business
Farooq Haider Farooq Haider's Jefferies & Company Experience 1999 - 2000
Job Vice President at Credit Suisse
Industry Investment Management
Experience
Credit Suisse July 2009 - Present
CBS News March 2009 - July 2009
UBS Global Asset Management 2002 - 2009
Deutsche Bank September 2001 - February 2002
Goldman Sachs April 2000 - August 2001
Jefferies & Company 1999 - 2000
Christie's May 1999 - August 1999
Rothschild Bank March 1998 - April 1999
Skills
ITIL, Change Management, Management, Leadership, Incident Management, Service Management, Infrastructure, Consulting, Problem Management, Windows, Business Analysis
Education
New York Institute of Technology 1995 — 1998
BSc, MIS
University of Delaware 1993 — 1995
BSc, Chemical Engineering
Credit Suisse July 2009 - Present
CBS News March 2009 - July 2009
UBS Global Asset Management 2002 - 2009
Deutsche Bank September 2001 - February 2002
Goldman Sachs April 2000 - August 2001
Jefferies & Company 1999 - 2000
Christie's May 1999 - August 1999
Rothschild Bank March 1998 - April 1999
Skills
ITIL, Change Management, Management, Leadership, Incident Management, Service Management, Infrastructure, Consulting, Problem Management, Windows, Business Analysis
Education
New York Institute of Technology 1995 — 1998
BSc, MIS
University of Delaware 1993 — 1995
BSc, Chemical Engineering
Davida Berman Davida Berman's Jefferies & Company Experience June 1996 - May 1998
Job Executive Assistant at World Kitchen, LLC
Industry Financial Services
Experience
World Kitchen, LLC September 2013 - Present
Geneva Trading March 2009 - August 2013
Northfield Laboratories December 2004 - March 2009
JPMorgan Chase September 1999 - December 2004
Channel Medical Partners May 1998 - September 1999
Jefferies & Company June 1996 - May 1998
Vector Securities International, Inc. February 1993 - June 1996
Skills
Microsoft Excel, Biotechnology, FDA, Microsoft Word, Sop, Finance, Trading, Event Planning, Travel Arrangements, Operations Management, Facilities Management, Office Management, Validation, Quality System, Lifesciences, GMP, Pharmaceutical Industry, Access, Quality Assurance, Medical Devices, Employee Benefits, Management, Interviews, Budgets, Payroll, Administrative...
Education
Loyola University of Chicago 1987 — 1992
BS, Anthropology
World Kitchen, LLC September 2013 - Present
Geneva Trading March 2009 - August 2013
Northfield Laboratories December 2004 - March 2009
JPMorgan Chase September 1999 - December 2004
Channel Medical Partners May 1998 - September 1999
Jefferies & Company June 1996 - May 1998
Vector Securities International, Inc. February 1993 - June 1996
Skills
Microsoft Excel, Biotechnology, FDA, Microsoft Word, Sop, Finance, Trading, Event Planning, Travel Arrangements, Operations Management, Facilities Management, Office Management, Validation, Quality System, Lifesciences, GMP, Pharmaceutical Industry, Access, Quality Assurance, Medical Devices, Employee Benefits, Management, Interviews, Budgets, Payroll, Administrative...
Education
Loyola University of Chicago 1987 — 1992
BS, Anthropology
Brian O'Dowd, CFP® Brian O'Dowd, CFP®'s Jefferies & Company Experience 2001 - 2002
Job Owner at O'Dowd Bierals Wealth Advisors LLC
Industry Financial Services
Experience
O'Dowd Bierals Wealth Advisors LLC 2012 - Present
WB Developers LLC 2000 - Present
New England Financial 2008 - 2012
LaBranche & Co. Institutional Equity Group 2002 - 2006
Jefferies & Company 2001 - 2002
Knight Trading Group 1995 - 2001
Troster Singer Corp 1994 - 1995
MDS/Bankmark 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Skills
Series 7, Series 63, Securities, Equities, Investments, Retirement Planning, Capital Markets, Series 65, Asset Management, 401k, 401k Rollovers, Asset Managment, Trading, Variable Annuities, Deferred Compensation, Non-Qualified Deferred..., Section 79 Plans, Bloomberg, Risk Management, Fixed Income, Financial Markets, Registered Investment..., Strategic Financial..., Estate Planning, Financial Analysis, Trusts, Series 24, Financial Services, Wealth Management, Investment Advisory, Mutual Funds, Captive Insurance, Retirement, Alternative Investments, Asset Allocation, Financial Planners, Financial Advisory, Investment Strategies, Fixed Annuities, IRAs, Portfolio Management, Life Insurance, Financial Planning, Finance
Education
Muhlenberg College 1986 — 1990
Bachelor of Arts (B.A.), Accounting
Morris Catholic H.S. 1982 — 1986
O'Dowd Bierals Wealth Advisors LLC 2012 - Present
WB Developers LLC 2000 - Present
New England Financial 2008 - 2012
LaBranche & Co. Institutional Equity Group 2002 - 2006
Jefferies & Company 2001 - 2002
Knight Trading Group 1995 - 2001
Troster Singer Corp 1994 - 1995
MDS/Bankmark 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Skills
Series 7, Series 63, Securities, Equities, Investments, Retirement Planning, Capital Markets, Series 65, Asset Management, 401k, 401k Rollovers, Asset Managment, Trading, Variable Annuities, Deferred Compensation, Non-Qualified Deferred..., Section 79 Plans, Bloomberg, Risk Management, Fixed Income, Financial Markets, Registered Investment..., Strategic Financial..., Estate Planning, Financial Analysis, Trusts, Series 24, Financial Services, Wealth Management, Investment Advisory, Mutual Funds, Captive Insurance, Retirement, Alternative Investments, Asset Allocation, Financial Planners, Financial Advisory, Investment Strategies, Fixed Annuities, IRAs, Portfolio Management, Life Insurance, Financial Planning, Finance
Education
Muhlenberg College 1986 — 1990
Bachelor of Arts (B.A.), Accounting
Morris Catholic H.S. 1982 — 1986
Kenneth J. Kim Kenneth J. Kim's Jefferies & Company Experience May 2006 - August 2006
Job Experienced Finance/Technology Professional
Industry Financial Services
Experience
Consultant November 2014 - Present
Amazon June 2013 - March 2015
TAP Advisors May 2012 - April 2013
Barclays Capital June 2011 - May 2012
UBS Investment Bank March 2011 - June 2011
UBS Investment Bank August 2007 - March 2011
Jefferies & Company May 2006 - August 2006
Skills
Investment Banking, Corporate Finance, Acquisitions, Divestitures, Capital Raising, Mergers, Mobile Payments, Payment Systems, Mobile Technology, Strategic Planning, Financial Institutions, Restructuring, Capital Markets, Financial Forecasting, Credit Card Transaction..., E-commerce, E-payments, Retail, IPO, Business Launch, Product Launch, Credit, Credit Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
Master of Business Administration (MBA)
University of Michigan
BS, Psychology
University of San Francisco
MA, Sport Management
Consultant November 2014 - Present
Amazon June 2013 - March 2015
TAP Advisors May 2012 - April 2013
Barclays Capital June 2011 - May 2012
UBS Investment Bank March 2011 - June 2011
UBS Investment Bank August 2007 - March 2011
Jefferies & Company May 2006 - August 2006
Skills
Investment Banking, Corporate Finance, Acquisitions, Divestitures, Capital Raising, Mergers, Mobile Payments, Payment Systems, Mobile Technology, Strategic Planning, Financial Institutions, Restructuring, Capital Markets, Financial Forecasting, Credit Card Transaction..., E-commerce, E-payments, Retail, IPO, Business Launch, Product Launch, Credit, Credit Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
Master of Business Administration (MBA)
University of Michigan
BS, Psychology
University of San Francisco
MA, Sport Management
Penn Miller-Jones Penn Miller-Jones's Jefferies & Company Experience March 2006 - February 2015
Job Managing Director at Cowen Prime Services, LLC
Industry Investment Management
Experience
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC May 2015 - August 2015
Jefferies & Company March 2006 - February 2015
Banc of America Securities October 1997 - February 2006
Donaldson, Lufkin & Jenrette September 1992 - October 1997
Skills
Fixed Income, Private Equity, Prime Brokerage, Capital Raising, Venture Capital, Trading, Equities, Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Securities, Investments, Capital Markets, Investment Banking, Derivatives, Mutual Funds
Education
Loyola College in Maryland 1990 — 1992
Almost
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC May 2015 - August 2015
Jefferies & Company March 2006 - February 2015
Banc of America Securities October 1997 - February 2006
Donaldson, Lufkin & Jenrette September 1992 - October 1997
Skills
Fixed Income, Private Equity, Prime Brokerage, Capital Raising, Venture Capital, Trading, Equities, Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Securities, Investments, Capital Markets, Investment Banking, Derivatives, Mutual Funds
Education
Loyola College in Maryland 1990 — 1992
Almost
Jason Yip's Jefferies & Company Experience August 2001 - August 2008
Job
Industry Investment Banking
Experience
Aquilo Partners January 2012 - Present
Montgomery & Co., LLC August 2008 - December 2011
Jefferies & Company August 2001 - August 2008
Fletcher Spaght July 1996 - July 1999
Skills
Investment Banking, Corporate Finance, Healthcare Technology, Medical Devices, Venture Financing, Mergers, Company Acquisitions, Start-ups, Venture Capital, Due Diligence, Mergers & Acquisitions, Medical Technology, Business Development, Corporate Development, Strategy, Business Strategy, Private Equity, Private Placements, M&A experience, Financial Services, Healthcare, LBO, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Massachusetts Institute of Technology 1991 — 1996
MEng, BS
Aquilo Partners January 2012 - Present
Montgomery & Co., LLC August 2008 - December 2011
Jefferies & Company August 2001 - August 2008
Fletcher Spaght July 1996 - July 1999
Skills
Investment Banking, Corporate Finance, Healthcare Technology, Medical Devices, Venture Financing, Mergers, Company Acquisitions, Start-ups, Venture Capital, Due Diligence, Mergers & Acquisitions, Medical Technology, Business Development, Corporate Development, Strategy, Business Strategy, Private Equity, Private Placements, M&A experience, Financial Services, Healthcare, LBO, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Massachusetts Institute of Technology 1991 — 1996
MEng, BS
Jason Gabriel's Jefferies & Company Experience June 1998 - July 2000
Job
Industry Venture Capital & Private Equity
Experience
Life Sciences VC / Single Family Office January 2008 - Present
Cavalier Telephone and TV July 2007 - December 2007
Circuit City 2005 - 2007
SKM Growth Investors (Now Parallel Investment Partners) July 2000 - July 2003
Jefferies & Company June 1998 - July 2000
Skills
Business Strategy, Corporate Development, Strategic Planning, Mergers, Competitive Analysis, Private Equity/Venture..., Financial Modeling, Financial Analysis, Investments, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
Millsaps College 1994 — 1998
Bachelor of Business Administration (BBA)
Life Sciences VC / Single Family Office January 2008 - Present
Cavalier Telephone and TV July 2007 - December 2007
Circuit City 2005 - 2007
SKM Growth Investors (Now Parallel Investment Partners) July 2000 - July 2003
Jefferies & Company June 1998 - July 2000
Skills
Business Strategy, Corporate Development, Strategic Planning, Mergers, Competitive Analysis, Private Equity/Venture..., Financial Modeling, Financial Analysis, Investments, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
Millsaps College 1994 — 1998
Bachelor of Business Administration (BBA)
Steven Savickas's Jefferies & Company Experience November 2009 - Present
Job Equity Research Sales at Jefferies
Industry Capital Markets
Experience
Jefferies & Company November 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers August 2007 - September 2008
Ford Motor Company June 2005 - March 2007
Skills
Hedge Funds, Financial Modeling, Equity Research, Equity Capital Markets, Equities, Investments, Plumbing, Management, Carpentry, Leadership, IPO, Bloomberg, Capital Markets, Derivatives, Fixed Income, Alternative Investments, LBO, Private Equity, Equity Valuation
Education
Michigan State University 2001 — 2005
Bachelor of Arts
Jefferies & Company November 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers August 2007 - September 2008
Ford Motor Company June 2005 - March 2007
Skills
Hedge Funds, Financial Modeling, Equity Research, Equity Capital Markets, Equities, Investments, Plumbing, Management, Carpentry, Leadership, IPO, Bloomberg, Capital Markets, Derivatives, Fixed Income, Alternative Investments, LBO, Private Equity, Equity Valuation
Education
Michigan State University 2001 — 2005
Bachelor of Arts
Peter Xia's Jefferies & Company Experience April 2007 - August 2009
Job Director, E&P Business Development at Castleton Commodities International
Industry Oil & Energy
Experience
Castleton Commodities International February 2014 - Present
Patara Oil & Gas February 2011 - December 2013
FBR August 2009 - February 2011
Jefferies & Company April 2007 - August 2009
SAIC June 2006 - November 2006
Rice University 2004 - 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Mergers, Investment Banking, Equities, Portfolio Management, Finance, Capital Markets, Private Equity, Investor Relations, Hedging, Business Development, Contract Negotiation
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA, Finance
Castleton Commodities International February 2014 - Present
Patara Oil & Gas February 2011 - December 2013
FBR August 2009 - February 2011
Jefferies & Company April 2007 - August 2009
SAIC June 2006 - November 2006
Rice University 2004 - 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Mergers, Investment Banking, Equities, Portfolio Management, Finance, Capital Markets, Private Equity, Investor Relations, Hedging, Business Development, Contract Negotiation
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA, Finance
Lynne Davis's Jefferies & Company Experience January 2012 - Present
Job
Industry Legal Services
Experience
Jefferies & Company January 2012 - Present
Jefferies & Company October 2009 - Present
Skadden Arps February 2009 - October 2009
Merrill Lynch December 2008 - January 2009
Merrill Lynch April 2005 - August 2008
D.S. Wolf Group International, LLC January 2004 - April 2005
Capco June 2002 - October 2002
Merrill Lynch January 1998 - June 2002
Merrill Lynch June 1993 - January 1998
UBS Securities 1988 - 1993
Skills
Strategy, Derivatives, Business Analysis, Investment Banking, Equities, Management, Leadership, Finance, Program Management, Recruiting, Analysis, Talent Management, Capital Markets, Executive Management, Financial Services, Prime Brokerage, Trading
Education
Lehigh University 1983 — 1987
BS
Emerson Jr. Sr. High School 1978 — 1983
High School
Jefferies & Company January 2012 - Present
Jefferies & Company October 2009 - Present
Skadden Arps February 2009 - October 2009
Merrill Lynch December 2008 - January 2009
Merrill Lynch April 2005 - August 2008
D.S. Wolf Group International, LLC January 2004 - April 2005
Capco June 2002 - October 2002
Merrill Lynch January 1998 - June 2002
Merrill Lynch June 1993 - January 1998
UBS Securities 1988 - 1993
Skills
Strategy, Derivatives, Business Analysis, Investment Banking, Equities, Management, Leadership, Finance, Program Management, Recruiting, Analysis, Talent Management, Capital Markets, Executive Management, Financial Services, Prime Brokerage, Trading
Education
Lehigh University 1983 — 1987
BS
Emerson Jr. Sr. High School 1978 — 1983
High School
Robert McManus's Jefferies & Company Experience January 2010 - January 2011
Job Financial Analyst
Industry Investment Management
Experience
Lazard Capital Markets January 2011 - August 2011
Jefferies & Company January 2010 - January 2011
Majestic Research July 2008 - December 2008
Neuberger Berman April 2001 - March 2008
CIBC World Markets June 2000 - March 2001
BDO Seidman, LLP June 1998 - June 2000
Skills
Valuation, Equity Research, Investments, Financial Analysis, Investment Research, Capital Markets Analysis, Hedge Funds, Forecasting, Equities
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
MBA, Finance
Marquette University 1985 — 1989
B.Sc., Biology
Maastricht School of Management
Lazard Capital Markets January 2011 - August 2011
Jefferies & Company January 2010 - January 2011
Majestic Research July 2008 - December 2008
Neuberger Berman April 2001 - March 2008
CIBC World Markets June 2000 - March 2001
BDO Seidman, LLP June 1998 - June 2000
Skills
Valuation, Equity Research, Investments, Financial Analysis, Investment Research, Capital Markets Analysis, Hedge Funds, Forecasting, Equities
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
MBA, Finance
Marquette University 1985 — 1989
B.Sc., Biology
Maastricht School of Management
JJ Olszowy's Jefferies & Company Experience August 2012 - Present
Job Senior Vice President at Jefferies & Company
Industry Banking
Experience
Jefferies & Company August 2012 - Present
Schreiner University January 2012 - March 2012
The Seaport Group February 2010 - August 2011
Knight Capital Group January 2008 - February 2010
Charlotte Latin October 2007 - March 2009
Wells Fargo March 2005 - April 2007
Morgan Stanley March 2004 - December 2004
Bank of America September 2001 - February 2004
KeyBanc Capital Markets July 1998 - August 2001
Skills
CDS, Credit Derivatives, Fixed Income, Trading, Fixed Income Sales
Education
Kenyon College 1994 — 1998
Bachelor of Science (BS), Economics
Kenyon College 1994 — 1998
Bachelors of Arts, Economics
Jefferies & Company August 2012 - Present
Schreiner University January 2012 - March 2012
The Seaport Group February 2010 - August 2011
Knight Capital Group January 2008 - February 2010
Charlotte Latin October 2007 - March 2009
Wells Fargo March 2005 - April 2007
Morgan Stanley March 2004 - December 2004
Bank of America September 2001 - February 2004
KeyBanc Capital Markets July 1998 - August 2001
Skills
CDS, Credit Derivatives, Fixed Income, Trading, Fixed Income Sales
Education
Kenyon College 1994 — 1998
Bachelor of Science (BS), Economics
Kenyon College 1994 — 1998
Bachelors of Arts, Economics
Maojen Hsu's Jefferies & Company Experience 2011 - Present
Job VP at Jefferies
Industry Financial Services
Experience
Jefferies & Company 2011 - Present
Citigroup 2004 - 2011
CMS Forex June 2003 - February 2004
Skills
Electronic Trading, EJB, Hibernate, JDBC, JMS, JUnit, Java, Java Enterprise Edition, Low Latency, Market Data, Sybase, Trading Systems, XML
Education
New York University 2001 — 2003
M.S., Computer Science
National Taiwan University 1995 — 1999
B.S., Civil Engineering
Jefferies & Company 2011 - Present
Citigroup 2004 - 2011
CMS Forex June 2003 - February 2004
Skills
Electronic Trading, EJB, Hibernate, JDBC, JMS, JUnit, Java, Java Enterprise Edition, Low Latency, Market Data, Sybase, Trading Systems, XML
Education
New York University 2001 — 2003
M.S., Computer Science
National Taiwan University 1995 — 1999
B.S., Civil Engineering
Brendan Sherriff's Jefferies & Company Experience September 2009 - April 2011
Job FI Trading
Industry Investment Banking
Experience
UBS Investment Bank April 2011 - Present
Jefferies & Company September 2009 - April 2011
UBS Investment Bank August 2007 - April 2008
Dillon Read Capital Management February 2006 - July 2007
UBS Investment Bank August 2005 - February 2006
UBS Investment Bank January 2004 - July 2005
Skills
Fixed Income, Emerging Markets
Education
Lehigh University - College of Business and Economics 1999 — 2003
Investment Finance, Concentration Management
UBS Investment Bank April 2011 - Present
Jefferies & Company September 2009 - April 2011
UBS Investment Bank August 2007 - April 2008
Dillon Read Capital Management February 2006 - July 2007
UBS Investment Bank August 2005 - February 2006
UBS Investment Bank January 2004 - July 2005
Skills
Fixed Income, Emerging Markets
Education
Lehigh University - College of Business and Economics 1999 — 2003
Investment Finance, Concentration Management
Luke Xie's Jefferies & Company Experience 2009 - 2009
Job Airbnb, Project Hyperion; exMcKinsey, Romulus Capital, MIT
Industry Consumer Electronics
Experience
Project Hyperion 2014 - Present
Airbnb 2014 - Present
Wilshire Axon 2013 - 2014
CODA Energy 2012 - 2013
CODA Automotive, Inc. 2011 - 2013
McKinsey & Company 2010 - 2011
Romulus Capital 2008 - 2010
Jefferies & Company 2009 - 2009
Cummins 2008 - 2008
MIT Media Lab 2006 - 2007
Skills
Venture Capital, Entrepreneurship, Business Strategy, Strategic Planning, Management Consulting, Financial Modeling, Competitive Analysis, Start-ups, Analytics, Product Marketing, Business Development, Automotive, Management, Strategy, Product Management, Cross-functional Team..., Strategic Partnerships, Investments, Product Development, Market Research, Portfolio Management, Market Analysis, Mergers & Acquisitions, Business Planning, International Business, Corporate Development, Strategic Consulting
Education
Massachusetts Institute of Technology
Carmel High School
Project Hyperion 2014 - Present
Airbnb 2014 - Present
Wilshire Axon 2013 - 2014
CODA Energy 2012 - 2013
CODA Automotive, Inc. 2011 - 2013
McKinsey & Company 2010 - 2011
Romulus Capital 2008 - 2010
Jefferies & Company 2009 - 2009
Cummins 2008 - 2008
MIT Media Lab 2006 - 2007
Skills
Venture Capital, Entrepreneurship, Business Strategy, Strategic Planning, Management Consulting, Financial Modeling, Competitive Analysis, Start-ups, Analytics, Product Marketing, Business Development, Automotive, Management, Strategy, Product Management, Cross-functional Team..., Strategic Partnerships, Investments, Product Development, Market Research, Portfolio Management, Market Analysis, Mergers & Acquisitions, Business Planning, International Business, Corporate Development, Strategic Consulting
Education
Massachusetts Institute of Technology
Carmel High School
Greg Mulbury's Jefferies & Company Experience 2004 - 2007
Job Director of Portfolio Analytics at Halleran Financial Group
Industry Financial Services
Experience
Halleran Financial Group April 2015 - Present
Para Advisors March 2014 - December 2014
Topeka Capital Markets, Inc June 2011 - March 2014
MKM Partners March 2010 - June 2011
Pali Capital July 2008 - March 2010
Jefferies & Company 2004 - 2007
First Albany Capital 1998 - 2000
Skills
Series 7, Series 63, Trading, Hedge Funds, Bloomberg, Capital Markets, Investments, Fixed Income, Securities, Alternative Investments, Asset Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2004
Masters of Business, Finance & Corporate Accounting
Miami University 1993 — 1997
BA, Finance
McQuaid Jesuit High School 1989 — 1993
Halleran Financial Group April 2015 - Present
Para Advisors March 2014 - December 2014
Topeka Capital Markets, Inc June 2011 - March 2014
MKM Partners March 2010 - June 2011
Pali Capital July 2008 - March 2010
Jefferies & Company 2004 - 2007
First Albany Capital 1998 - 2000
Skills
Series 7, Series 63, Trading, Hedge Funds, Bloomberg, Capital Markets, Investments, Fixed Income, Securities, Alternative Investments, Asset Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2004
Masters of Business, Finance & Corporate Accounting
Miami University 1993 — 1997
BA, Finance
McQuaid Jesuit High School 1989 — 1993
Laura Jeanne's Jefferies & Company Experience September 2012 - April 2014
Job Project Manager at Jefferies & Company
Industry Banking
Experience
Jefferies & Company September 2012 - April 2014
Virtusa July 2010 - September 2012
Societe Generale September 2009 - January 2010
BNP Paribas RCC, Inc September 2008 - September 2009
BNP Paribas, SA April 2006 - August 2008
BNP Paribas March 2003 - March 2006
FleetBoston Financial Corporation February 2001 - September 2002
MATCH School February 2002 - May 2002
New England Securities September 2000 - February 2001
Introduction to Business Course September 1999 - December 1999
Skills
Risk Management, Analysis, Visio, Training, Management, Capital Markets, MS Project, Corporate Finance, Requirements Analysis, Process Improvement, Integration, Testing, Microsoft Excel, Project Planning, Leadership, Investments, Databases, Product Development, Budgets, PowerPoint
Education
Lehigh University 1996 — 2000
Bachelor of Science, Finance and; French
Jefferies & Company September 2012 - April 2014
Virtusa July 2010 - September 2012
Societe Generale September 2009 - January 2010
BNP Paribas RCC, Inc September 2008 - September 2009
BNP Paribas, SA April 2006 - August 2008
BNP Paribas March 2003 - March 2006
FleetBoston Financial Corporation February 2001 - September 2002
MATCH School February 2002 - May 2002
New England Securities September 2000 - February 2001
Introduction to Business Course September 1999 - December 1999
Skills
Risk Management, Analysis, Visio, Training, Management, Capital Markets, MS Project, Corporate Finance, Requirements Analysis, Process Improvement, Integration, Testing, Microsoft Excel, Project Planning, Leadership, Investments, Databases, Product Development, Budgets, PowerPoint
Education
Lehigh University 1996 — 2000
Bachelor of Science, Finance and; French
Robert Murtha's Jefferies & Company Experience September 2003 - August 2004
Job
Industry Financial Services
Experience
Exegy August 2011 - Present
Exegy April 2011 - Present
Infinium Capital Management October 2007 - March 2011
Scottrade September 2004 - September 2007
Jefferies & Company September 2003 - August 2004
JPMorgan Chase May 1993 - November 2002
Skills
Electronic Trading, Low Latency, Trading Systems, Perl, Algorithms, Market Data, Exchange Connectivity, Unix Shell Scripting, Shell Scripting, Python, High Performance..., Linux, Unix, Object Oriented Design, Financial Markets, Multithreading
Education
Monmouth University 1989 — 1993
BS
Exegy August 2011 - Present
Exegy April 2011 - Present
Infinium Capital Management October 2007 - March 2011
Scottrade September 2004 - September 2007
Jefferies & Company September 2003 - August 2004
JPMorgan Chase May 1993 - November 2002
Skills
Electronic Trading, Low Latency, Trading Systems, Perl, Algorithms, Market Data, Exchange Connectivity, Unix Shell Scripting, Shell Scripting, Python, High Performance..., Linux, Unix, Object Oriented Design, Financial Markets, Multithreading
Education
Monmouth University 1989 — 1993
BS
Kieran McGee's Jefferies & Company Experience May 2009 - August 2010
Job Office & Industrial Acquisitions at VEREIT, Inc.
Industry Real Estate
Experience
VEREIT, Inc. November 2013 - Present
CapLease, Inc. September 2013 - November 2013
Aviva Investors August 2012 - September 2013
Newmark Knight Frank February 2011 - August 2012
Jefferies & Company May 2009 - August 2010
LaSalle Investment Management June 2005 - July 2008
Education
New York University 2011 — 2013
MS, Real Estate
Loyola University Maryland 2001 — 2005
BBA, Economics
Saint Joseph's Prep 1997 — 2001
VEREIT, Inc. November 2013 - Present
CapLease, Inc. September 2013 - November 2013
Aviva Investors August 2012 - September 2013
Newmark Knight Frank February 2011 - August 2012
Jefferies & Company May 2009 - August 2010
LaSalle Investment Management June 2005 - July 2008
Education
New York University 2011 — 2013
MS, Real Estate
Loyola University Maryland 2001 — 2005
BBA, Economics
Saint Joseph's Prep 1997 — 2001
Thomas K. Regan Jr.'s Jefferies & Company Experience December 2010 - September 2012
Job Director, Corporate Access Origination at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch September 2012 - Present
Jefferies & Company December 2010 - September 2012
Bank of America October 2006 - December 2010
Bank of America June 2004 - October 2006
LaBranche & Co. September 1997 - March 2004
Skills
Options, Capital Markets, Equities, Trading, Fixed Income, Hedge Funds, Series 7, Securities, Equity Trading
Education
Loyola University Maryland 1991 — 1995
B.A., Finance
Richmond, The American International University in London 1993 — 1994
Bank of America Merrill Lynch September 2012 - Present
Jefferies & Company December 2010 - September 2012
Bank of America October 2006 - December 2010
Bank of America June 2004 - October 2006
LaBranche & Co. September 1997 - March 2004
Skills
Options, Capital Markets, Equities, Trading, Fixed Income, Hedge Funds, Series 7, Securities, Equity Trading
Education
Loyola University Maryland 1991 — 1995
B.A., Finance
Richmond, The American International University in London 1993 — 1994
Robert Priske's Jefferies & Company Experience March 2010 - July 2013
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2013 - Present
Jefferies & Company March 2010 - July 2013
Deutsche Bank July 2005 - March 2010
Duke Energy January 2000 - July 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Mergers, Energy, Investment Banking, Trading, Mergers & Acquisitions, Strategy, Valuation, Capital Markets, Due Diligence, Equities
Education
Jones Graduate School of Business, Rice University 2003 — 2005
MBA, Finance concentration
Rice University 1995 — 2000
BS & BA, Mechanical Engineering & Managerial Studies
South Garland 1991 — 1995
Credit Suisse August 2013 - Present
Jefferies & Company March 2010 - July 2013
Deutsche Bank July 2005 - March 2010
Duke Energy January 2000 - July 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Mergers, Energy, Investment Banking, Trading, Mergers & Acquisitions, Strategy, Valuation, Capital Markets, Due Diligence, Equities
Education
Jones Graduate School of Business, Rice University 2003 — 2005
MBA, Finance concentration
Rice University 1995 — 2000
BS & BA, Mechanical Engineering & Managerial Studies
South Garland 1991 — 1995
Ben Mistry's Jefferies & Company Experience July 2011 - December 2011
Job Lead PeopleSoft Financials Conversion and Business Analyst (Independent) at ARRIS
Industry Computer Software
Experience
ARRIS Group, Inc. February 2013 - Present
Piedmont Healthcare November 2012 - February 2013
Fidelity National Information Services December 2011 - October 2012
Jefferies & Company July 2011 - December 2011
inVentiv Health January 2011 - July 2011
Dexia Financial Products Services August 2010 - February 2011
State of NY Metropolitan Transportation Authority 2009 - 2010
Maimonides Medical Center March 2009 - May 2009
Radiant Systems August 2008 - December 2008
Financial Security Assurance (now Assured Guaranty) February 2008 - August 2008
Skills
PeopleTools, SQR, PeopleSoft, Sarbanes-Oxley Act, Accounts Payable, Data Conversion, Requirements Analysis, General Ledger, PeopleCode, Requirements Gathering, Oracle E-Business Suite, Oracle Applications, Financials, ERP, Crystal Reports, Business Process, SDLC, Oracle, Business Analysis, Business Intelligence, Business Process..., Integration, Data Warehousing, Visio, Software Implementation, Oracle HR, Business Process Design, Systems Analysis, SQL, Software Project..., ETL, Data Migration, Security, Databases, Software Documentation, Vendor Management, IT Strategy, Microsoft SQL Server, Interfaces, User Acceptance Testing, Process Improvement, Procure-to-Pay, Consulting, Performance Tuning, HRIS, Business Process..., Hyperion Enterprise, SharePoint, Access, Enterprise Architecture
Education
PeopleSoft University 1997 — 2002
Certificates of Completion, PeopleTools, GL, AP, PO, SQR, Application Engine, Query, Crystal Reports
Lamar University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
ARRIS Group, Inc. February 2013 - Present
Piedmont Healthcare November 2012 - February 2013
Fidelity National Information Services December 2011 - October 2012
Jefferies & Company July 2011 - December 2011
inVentiv Health January 2011 - July 2011
Dexia Financial Products Services August 2010 - February 2011
State of NY Metropolitan Transportation Authority 2009 - 2010
Maimonides Medical Center March 2009 - May 2009
Radiant Systems August 2008 - December 2008
Financial Security Assurance (now Assured Guaranty) February 2008 - August 2008
Skills
PeopleTools, SQR, PeopleSoft, Sarbanes-Oxley Act, Accounts Payable, Data Conversion, Requirements Analysis, General Ledger, PeopleCode, Requirements Gathering, Oracle E-Business Suite, Oracle Applications, Financials, ERP, Crystal Reports, Business Process, SDLC, Oracle, Business Analysis, Business Intelligence, Business Process..., Integration, Data Warehousing, Visio, Software Implementation, Oracle HR, Business Process Design, Systems Analysis, SQL, Software Project..., ETL, Data Migration, Security, Databases, Software Documentation, Vendor Management, IT Strategy, Microsoft SQL Server, Interfaces, User Acceptance Testing, Process Improvement, Procure-to-Pay, Consulting, Performance Tuning, HRIS, Business Process..., Hyperion Enterprise, SharePoint, Access, Enterprise Architecture
Education
PeopleSoft University 1997 — 2002
Certificates of Completion, PeopleTools, GL, AP, PO, SQR, Application Engine, Query, Crystal Reports
Lamar University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Simon Chang's Jefferies & Company Experience 2004 - Present
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company 2004 - Present
Knight Capital Group 2000 - 2004
AdvisiorTech Japan 1999 - 2000
Nikko Citigroup 1995 - 1999
Quick America 1990 - 1994
Skills
Electronic Trading, Trading Systems, Market Data, Equities, Equity Trading, Capital Markets, Fixed Income, Trading, Low Latency, Hedge Funds, Derivatives, Options
Education
State University of New York at Stony Brook 1988 — 1990
Master's degree, Electrical and Electronics Engineering
National Taipei University of Technology
Bachelor's degree, Electrical and Electronics Engineering
Jefferies & Company 2004 - Present
Knight Capital Group 2000 - 2004
AdvisiorTech Japan 1999 - 2000
Nikko Citigroup 1995 - 1999
Quick America 1990 - 1994
Skills
Electronic Trading, Trading Systems, Market Data, Equities, Equity Trading, Capital Markets, Fixed Income, Trading, Low Latency, Hedge Funds, Derivatives, Options
Education
State University of New York at Stony Brook 1988 — 1990
Master's degree, Electrical and Electronics Engineering
National Taipei University of Technology
Bachelor's degree, Electrical and Electronics Engineering
Kyle Unterseher, CPA's Jefferies & Company Experience January 2012 - October 2012
Job Currently exploring opportunities
Industry Financial Services
Experience
Wells Fargo Securities February 2013 - June 2015
CME Group December 2012 - January 2013
Jefferies & Company January 2012 - October 2012
MF Global June 2009 - January 2012
UBS Investment Bank January 2001 - May 2009
Cargill Investor Services July 1989 - January 2001
Skills
Series 7, Series 3, CPA, Electronic Trading, Trading Systems, Options, Hedge Funds, Derivatives, Equities, Prime Brokerage, Fixed Income, Trading, Alternative Investments, Commodity, Financial Markets, ETFs, Equity Derivatives, FINRA, FX Options, Market Data, Proprietary Trading
Education
Minnesota State University, Moorhead 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), BS-Accounting, BS Business Adm, Minor Finance
Wells Fargo Securities February 2013 - June 2015
CME Group December 2012 - January 2013
Jefferies & Company January 2012 - October 2012
MF Global June 2009 - January 2012
UBS Investment Bank January 2001 - May 2009
Cargill Investor Services July 1989 - January 2001
Skills
Series 7, Series 3, CPA, Electronic Trading, Trading Systems, Options, Hedge Funds, Derivatives, Equities, Prime Brokerage, Fixed Income, Trading, Alternative Investments, Commodity, Financial Markets, ETFs, Equity Derivatives, FINRA, FX Options, Market Data, Proprietary Trading
Education
Minnesota State University, Moorhead 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), BS-Accounting, BS Business Adm, Minor Finance
John Hummler's Jefferies & Company Experience April 2003 - April 2004
Job Financial Analyst and Investment Management Professional
Industry Financial Services
Experience
John E Hummler @ Litespeed Institutional LLC March 2012 - Present
John E Hummler @ V TRADER PRO LLC February 2006 - February 2012
Jefferies & Company April 2003 - April 2004
J.P. Capital LLC @ Andover Trading March 2000 - March 2003
JGM Securities LLC January 1998 - March 2000
Spear, Leeds & Kellogg June 1994 - January 1998
American Stock Exchange January 1992 - June 1994
Highland Securities 1986 - 1992
Fossett Corporation 1985 - 1986
Advest 1983 - 1985
Skills
Electronic Trading, Equity Derivatives, Portfolio Management, Traders, Series 7, Market Making, Financial Modeling, Hedging, Arbitrage, Valuation, Derivatives, Series 63, Financial Analysis, Financial Markets, Alternative Investments, Special Situations, Fundamental Analysis, High Yield, Securities, Hedge Funds, Equities
Education
Miami University 1976 — 1980
Bachelor of Science Business Administration, Finance and Accounting
Certified Financial Institute preparation Class
John E Hummler @ Litespeed Institutional LLC March 2012 - Present
John E Hummler @ V TRADER PRO LLC February 2006 - February 2012
Jefferies & Company April 2003 - April 2004
J.P. Capital LLC @ Andover Trading March 2000 - March 2003
JGM Securities LLC January 1998 - March 2000
Spear, Leeds & Kellogg June 1994 - January 1998
American Stock Exchange January 1992 - June 1994
Highland Securities 1986 - 1992
Fossett Corporation 1985 - 1986
Advest 1983 - 1985
Skills
Electronic Trading, Equity Derivatives, Portfolio Management, Traders, Series 7, Market Making, Financial Modeling, Hedging, Arbitrage, Valuation, Derivatives, Series 63, Financial Analysis, Financial Markets, Alternative Investments, Special Situations, Fundamental Analysis, High Yield, Securities, Hedge Funds, Equities
Education
Miami University 1976 — 1980
Bachelor of Science Business Administration, Finance and Accounting
Certified Financial Institute preparation Class
Anil Pai's Jefferies & Company Experience April 2010 - March 2012
Job VP at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2014 - Present
Headstrong April 2012 - January 2014
Jefferies & Company April 2010 - March 2012
Capgemini March 2006 - March 2009
Quinnox 2000 - 2004
Kanbay 1996 - 1997
Skills
Calypso, Credit Derivatives, Back Office, Fixed Income, Trading Systems, Derivatives, Interest Rate..., FX Options, Capital Markets, Investment Banking, Equities, Equity Derivatives, Financial Markets, Market Data, Market Risk, Middle Office, SWIFT payments, Swaps, Options, Settlement, Trading, Bonds
Education
Manipal Institute of Technology 1991 — 1995
BE, Electronics & Comm
Wells Fargo January 2014 - Present
Headstrong April 2012 - January 2014
Jefferies & Company April 2010 - March 2012
Capgemini March 2006 - March 2009
Quinnox 2000 - 2004
Kanbay 1996 - 1997
Skills
Calypso, Credit Derivatives, Back Office, Fixed Income, Trading Systems, Derivatives, Interest Rate..., FX Options, Capital Markets, Investment Banking, Equities, Equity Derivatives, Financial Markets, Market Data, Market Risk, Middle Office, SWIFT payments, Swaps, Options, Settlement, Trading, Bonds
Education
Manipal Institute of Technology 1991 — 1995
BE, Electronics & Comm
Louis H. Valle's Jefferies & Company Experience March 2010 - February 2014
Job Syndicated Loan and Leasing system Implementation / Migration / Reengineering expert.
Industry Financial Services
Experience
Sia Partners March 2014 - Present
Jefferies & Company March 2010 - February 2014
Freeborders November 2009 - March 2010
Techstream LLC September 2008 - November 2009
CIT Group Inc. September 2000 - September 2008
International Decision Systems July 1997 - September 2000
Skills
Loan IQ, InfoLease, Syndicated Lending, Process Engineering, Financial Systems, Loans, Requirements Analysis, Commercial Lending, Business Process, Consolidation, Back Office, Business Analysis, Banking, Trading, Investment Banking, Mergers, Program Management, Accounting, Problem Solving, Product Management, FX, Asset, Team Building, Real Estate, Testing, SOX, Healthcare, Databases, Documentation, Change Management, Vendor Management, Microsoft Office, Bilingual-Spanish, Leasing, Aircraft Finance, Aircraft Leasing, Asset Based Lending, Equipment Finance, Asset Finance, Syndications, Securitization, Business Process..., Financial Systems..., Real Estate Finance, International Business, Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, Real Estate Economics, FX Options
Education
Miami Dade College 1986 — 1988
Business Administration
Sia Partners March 2014 - Present
Jefferies & Company March 2010 - February 2014
Freeborders November 2009 - March 2010
Techstream LLC September 2008 - November 2009
CIT Group Inc. September 2000 - September 2008
International Decision Systems July 1997 - September 2000
Skills
Loan IQ, InfoLease, Syndicated Lending, Process Engineering, Financial Systems, Loans, Requirements Analysis, Commercial Lending, Business Process, Consolidation, Back Office, Business Analysis, Banking, Trading, Investment Banking, Mergers, Program Management, Accounting, Problem Solving, Product Management, FX, Asset, Team Building, Real Estate, Testing, SOX, Healthcare, Databases, Documentation, Change Management, Vendor Management, Microsoft Office, Bilingual-Spanish, Leasing, Aircraft Finance, Aircraft Leasing, Asset Based Lending, Equipment Finance, Asset Finance, Syndications, Securitization, Business Process..., Financial Systems..., Real Estate Finance, International Business, Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, Real Estate Economics, FX Options
Education
Miami Dade College 1986 — 1988
Business Administration
Ryan Ferderer's Jefferies & Company Experience June 2010 - Present
Job Vice President at Jefferies
Industry Financial Services
Experience
Jefferies & Company June 2010 - Present
US Bank September 2008 - June 2010
Countrywide Securities Corporation November 2006 - September 2008
Capital Business Credit March 2006 - November 2006
Bank of the West July 2005 - March 2006
Education
Minnesota State University, Moorhead 2001 — 2005
Jefferies & Company June 2010 - Present
US Bank September 2008 - June 2010
Countrywide Securities Corporation November 2006 - September 2008
Capital Business Credit March 2006 - November 2006
Bank of the West July 2005 - March 2006
Education
Minnesota State University, Moorhead 2001 — 2005
Andrew Didora's Jefferies & Company Experience August 2006 - February 2008
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2009 - Present
Jefferies & Company August 2006 - February 2008
Lehman Brothers February 2001 - August 2006
Arthur Andersen September 1998 - February 2001
Education
Loyola University Maryland 1994 — 1998
Chaminade High School 1990 — 1994
Bank of America Merrill Lynch October 2009 - Present
Jefferies & Company August 2006 - February 2008
Lehman Brothers February 2001 - August 2006
Arthur Andersen September 1998 - February 2001
Education
Loyola University Maryland 1994 — 1998
Chaminade High School 1990 — 1994
Tye Nordberg's Jefferies & Company Experience January 2010 - September 2012
Job Healthcare Professional
Industry Health, Wellness and Fitness
Experience
Carolinas Healthcare System December 2012 - Present
Jefferies & Company January 2010 - September 2012
Goldman Sachs 2007 - 2008
Wachovia Securities 1999 - 2007
Koch Ventures, Inc. 1997 - 1998
Everen Securities (fka Kemper Securities) 1992 - 1995
Skills
Mergers, Investment Banking, Leveraged Finance, Restructuring, LBO, Investments, Due Diligence, Recapitalizations, Mezzanine, Mergers & Acquisitions, Private Equity, Finance, Strategic Planning, Business Strategy, Capital Markets, Management, Financial Modeling, Venture Capital, Loan Origination, High Yield, Corporate Finance, Valuation, Alternative Investments, Asset Management, Capital, Capital Structure, Corporate Development, Portfolio Management
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Michigan 1990 — 1992
Kalamazoo College 1988 — 1990
Carolinas Healthcare System December 2012 - Present
Jefferies & Company January 2010 - September 2012
Goldman Sachs 2007 - 2008
Wachovia Securities 1999 - 2007
Koch Ventures, Inc. 1997 - 1998
Everen Securities (fka Kemper Securities) 1992 - 1995
Skills
Mergers, Investment Banking, Leveraged Finance, Restructuring, LBO, Investments, Due Diligence, Recapitalizations, Mezzanine, Mergers & Acquisitions, Private Equity, Finance, Strategic Planning, Business Strategy, Capital Markets, Management, Financial Modeling, Venture Capital, Loan Origination, High Yield, Corporate Finance, Valuation, Alternative Investments, Asset Management, Capital, Capital Structure, Corporate Development, Portfolio Management
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Michigan 1990 — 1992
Kalamazoo College 1988 — 1990
Jennie Richey's Jefferies & Company Experience April 2009 - November 2013
Job Vice President at Jefferies LLC
Industry Banking
Experience
Jefferies LLC November 2013 - June 2015
Jefferies & Company April 2009 - November 2013
Bear Stearns June 2007 - June 2008
Skills
Financial Modeling, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
MPA, Accounting- PPA
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Business Honors, Finance, Accounting
Kanda University of International Studies
Jefferies LLC November 2013 - June 2015
Jefferies & Company April 2009 - November 2013
Bear Stearns June 2007 - June 2008
Skills
Financial Modeling, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
MPA, Accounting- PPA
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Business Honors, Finance, Accounting
Kanda University of International Studies
Bernie Holmes's Jefferies & Company Experience October 2005 - December 2010
Job IS Support at United Nations Development Programme
Industry Financial Services
Experience
United Nations Development Programme August 2010 - Present
Jefferies & Company October 2005 - December 2010
Sun Life Financial / IFMG May 2000 - September 2005
Goldman Sachs July 1999 - May 2000
General Electric ITS January 1997 - July 1999
Interim Help Desk Services July 1996 - January 1997
Education
New Jersey Institute of Technology 2009 — 2010
BA, Information Systems
The American Training Center, Inc
New Jersey Institute of Technology
The Leaning Tree
United Nations Development Programme August 2010 - Present
Jefferies & Company October 2005 - December 2010
Sun Life Financial / IFMG May 2000 - September 2005
Goldman Sachs July 1999 - May 2000
General Electric ITS January 1997 - July 1999
Interim Help Desk Services July 1996 - January 1997
Education
New Jersey Institute of Technology 2009 — 2010
BA, Information Systems
The American Training Center, Inc
New Jersey Institute of Technology
The Leaning Tree
Rhys Brooks's Jefferies & Company Experience September 2007 - Present
Job MD at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company September 2007 - Present
Thomas Weisel Partners March 2000 - September 2007
Merrill Lynch December 1994 - March 2000
Skills
Bloomberg, Capital Markets, Alternative Investments, Electronic Trading, Equities, Equity Research, Equity Trading, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Series 63, Series 7, Trading, Trading Systems
Education
Lynchburg College 1988 — 1992
Jefferies & Company September 2007 - Present
Thomas Weisel Partners March 2000 - September 2007
Merrill Lynch December 1994 - March 2000
Skills
Bloomberg, Capital Markets, Alternative Investments, Electronic Trading, Equities, Equity Research, Equity Trading, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Series 63, Series 7, Trading, Trading Systems
Education
Lynchburg College 1988 — 1992
Jared Holz's Jefferies & Company Experience October 2009 - January 2010
Job Long/Short Healthcare Investment Manager
Industry Medical Devices
Experience
Long/Short Hedge Fund February 2010 - Present
Jefferies & Company October 2009 - January 2010
Thomas Weisel Partners July 2008 - October 2009
Bear Stearns 2005 - 2008
Bear Stearns 2005 - 2008
PWC 2002 - 2005
Skills
Investment Banking, Valuation, Financial Modeling, Equity Research, Equities
Education
Muhlenberg College 1998 — 2002
Randolph HS
UCL
Long/Short Hedge Fund February 2010 - Present
Jefferies & Company October 2009 - January 2010
Thomas Weisel Partners July 2008 - October 2009
Bear Stearns 2005 - 2008
Bear Stearns 2005 - 2008
PWC 2002 - 2005
Skills
Investment Banking, Valuation, Financial Modeling, Equity Research, Equities
Education
Muhlenberg College 1998 — 2002
Randolph HS
UCL
AJ Dinger's Jefferies & Company Experience July 2009 - September 2012
Job Director, Business Development and Strategic Initiatives at Redwood Systems
Industry Renewables & Environment
Experience
Redwood Systems September 2012 - Present
Jefferies & Company July 2009 - September 2012
Jefferies & Company June 2006 - June 2009
Skills
Investment Banking, LBO, Valuation, Mergers, Financial Modeling, Corporate Finance, M&A experience, Capital Markets, Due Diligence, DCF, Cleantech, Equities, Bloomberg Software, Microsoft Office, Thompson One, Series 63, Series 7, Business Development, Mergers & Acquisitions, IPO, Private Placements, Emerging Markets, Bloomberg, Financial Structuring, Private Equity
Education
Lehigh University 2002 — 2006
BS, Industrial Engineering
Redwood Systems September 2012 - Present
Jefferies & Company July 2009 - September 2012
Jefferies & Company June 2006 - June 2009
Skills
Investment Banking, LBO, Valuation, Mergers, Financial Modeling, Corporate Finance, M&A experience, Capital Markets, Due Diligence, DCF, Cleantech, Equities, Bloomberg Software, Microsoft Office, Thompson One, Series 63, Series 7, Business Development, Mergers & Acquisitions, IPO, Private Placements, Emerging Markets, Bloomberg, Financial Structuring, Private Equity
Education
Lehigh University 2002 — 2006
BS, Industrial Engineering
Josef Sachs's Jefferies & Company Experience January 1994 - July 1997
Job Director, Risk & Capital Management Solutions
Industry Computer Software
Experience
Conning November 2010 - Present
DFA Capital Management Inc. November 2005 - November 2010
Tiedemann Investment Group August 2000 - November 2005
Invictus Partners, LLC July 1997 - August 2000
Jefferies & Company January 1994 - July 1997
Morgan Stanley September 1984 - January 1994
New York Air March 1983 - September 1984
I.P. Sharp Associates September 1981 - March 1983
Pan American World Airways March 1979 - September 1981
Education
Baltimore Polytechnic Institute 1969 — 1973
Massachusetts Institute of Technology
Conning November 2010 - Present
DFA Capital Management Inc. November 2005 - November 2010
Tiedemann Investment Group August 2000 - November 2005
Invictus Partners, LLC July 1997 - August 2000
Jefferies & Company January 1994 - July 1997
Morgan Stanley September 1984 - January 1994
New York Air March 1983 - September 1984
I.P. Sharp Associates September 1981 - March 1983
Pan American World Airways March 1979 - September 1981
Education
Baltimore Polytechnic Institute 1969 — 1973
Massachusetts Institute of Technology
Greg Imbruce's Jefferies & Company Experience 2001 - 2005
Job ASYM Energy Partners Managing Director
Industry Investment Management
Experience
Talek Investments, BBT Fund 2005 - 2006
Jefferies & Company 2001 - 2005
Wexford Management LLC 1995 - 1999
CS First Boston 1993 - 1995
Skills
Equities, Hedge Funds, Investment Banking, Management, Portfolio Management, Private Equity, Valuation, Investments, Capital Markets, Equity Research, Alternative Investments, Asset Management, Fixed Income, Venture Capital, Financial Modeling
Education
Lehigh University - College of Business and Economics 1989 — 1993
Economics
Talek Investments, BBT Fund 2005 - 2006
Jefferies & Company 2001 - 2005
Wexford Management LLC 1995 - 1999
CS First Boston 1993 - 1995
Skills
Equities, Hedge Funds, Investment Banking, Management, Portfolio Management, Private Equity, Valuation, Investments, Capital Markets, Equity Research, Alternative Investments, Asset Management, Fixed Income, Venture Capital, Financial Modeling
Education
Lehigh University - College of Business and Economics 1989 — 1993
Economics
Deirdre Bertrand's Jefferies & Company Experience July 2002 - September 2003
Job Managing Director at First Marblehead
Industry Financial Services
Experience
First Marblehead September 2003 - Present
Jefferies & Company July 2002 - September 2003
Robertson Stephens June 2000 - July 2002
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Management, Financial Services, Financial Analysis, Due Diligence, Financial Modeling, Valuation, Risk Management, New Business Development
Education
Middlebury College 1996 — 2000
BA, Economics
First Marblehead September 2003 - Present
Jefferies & Company July 2002 - September 2003
Robertson Stephens June 2000 - July 2002
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Management, Financial Services, Financial Analysis, Due Diligence, Financial Modeling, Valuation, Risk Management, New Business Development
Education
Middlebury College 1996 — 2000
BA, Economics
Elida LLenas's Jefferies & Company Experience February 2007 - Present
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company February 2007 - Present
Goldman Sachs December 2003 - January 2007
Goldman Sachs August 1999 - December 2003
Cowen and Company February 1997 - August 1999
Salomon Brothers November 1991 - January 1997
AT&T May 1978 - December 1990
Skills
Trading Systems, Financial Modeling, Bloomberg, Market Data, Investment Banking, Equities, Electronic Trading, Fixed Income, Microsoft Excel, Risk Management, Derivatives, Middle Office, Prime Brokerage, Capital Markets, Vendor Management, Asset Management, Financial Analysis, Hedge Funds
Education
Montclair State University 1982 — 1986
Bachelor of Arts (B.A.), Psychology
Jefferies & Company February 2007 - Present
Goldman Sachs December 2003 - January 2007
Goldman Sachs August 1999 - December 2003
Cowen and Company February 1997 - August 1999
Salomon Brothers November 1991 - January 1997
AT&T May 1978 - December 1990
Skills
Trading Systems, Financial Modeling, Bloomberg, Market Data, Investment Banking, Equities, Electronic Trading, Fixed Income, Microsoft Excel, Risk Management, Derivatives, Middle Office, Prime Brokerage, Capital Markets, Vendor Management, Asset Management, Financial Analysis, Hedge Funds
Education
Montclair State University 1982 — 1986
Bachelor of Arts (B.A.), Psychology
Charles Jaskel's Jefferies & Company Experience February 2012 - March 2015
Job Business Development at Leucadia Asset Management
Industry Capital Markets
Experience
Leucadia Asset Management August 2015 - Present
Jefferies Investment Advisers February 2015 - August 2015
Jefferies & Company February 2012 - March 2015
Floorweald Limited January 2010 - August 2014
Silver Lake Partners November 2007 - December 2009
Arbuthnot June 2006 - November 2007
Rothschild October 2005 - January 2006
Skills
Private Equity, Investment Banking, Investments, Valuation, Financial Modeling, LBO, Hedge Funds, Venture Capital, Mergers, Capital Markets, Equities, Corporate Finance, Fixed Income, Commodity Markets, FX Hedging, FX trading, FX Options, Investment Management, CTA, Fund Of Funds, Fundamental Analysis, Emerging Markets, Portfolio Management, Mergers, Financial Analysis, Mergers & Acquisitions
Education
King's College London, U. of London 2002 — 2005
Bachelor of Arts (B.A.), War Studies
Leucadia Asset Management August 2015 - Present
Jefferies Investment Advisers February 2015 - August 2015
Jefferies & Company February 2012 - March 2015
Floorweald Limited January 2010 - August 2014
Silver Lake Partners November 2007 - December 2009
Arbuthnot June 2006 - November 2007
Rothschild October 2005 - January 2006
Skills
Private Equity, Investment Banking, Investments, Valuation, Financial Modeling, LBO, Hedge Funds, Venture Capital, Mergers, Capital Markets, Equities, Corporate Finance, Fixed Income, Commodity Markets, FX Hedging, FX trading, FX Options, Investment Management, CTA, Fund Of Funds, Fundamental Analysis, Emerging Markets, Portfolio Management, Mergers, Financial Analysis, Mergers & Acquisitions
Education
King's College London, U. of London 2002 — 2005
Bachelor of Arts (B.A.), War Studies
Randall Hughes's Jefferies & Company Experience July 2005 - June 2007
Job Senior Vice President at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities August 2012 - Present
Oppenheimer & Co. February 2012 - July 2012
WJB Capital Grp October 2007 - January 2012
Jefferies & Company July 2005 - June 2007
Credit Suisse May 2004 - June 2005
UBS Investment Bank December 1998 - April 2004
Salomon Smith Barney, Citigroup February 1992 - October 1998
Merrill Lynch January 1987 - February 1992
Skills
Options, Finance, Hedge Funds, Sales, Series 7, Capital Markets, Derivatives, Equities, Financial Modeling, Trading, Valuation
Education
Monmouth University
BS, Business
Susquehanna University
Wedbush Securities August 2012 - Present
Oppenheimer & Co. February 2012 - July 2012
WJB Capital Grp October 2007 - January 2012
Jefferies & Company July 2005 - June 2007
Credit Suisse May 2004 - June 2005
UBS Investment Bank December 1998 - April 2004
Salomon Smith Barney, Citigroup February 1992 - October 1998
Merrill Lynch January 1987 - February 1992
Skills
Options, Finance, Hedge Funds, Sales, Series 7, Capital Markets, Derivatives, Equities, Financial Modeling, Trading, Valuation
Education
Monmouth University
BS, Business
Susquehanna University
Bragadeesh Somalinga's Jefferies & Company Experience March 2010 - December 2014
Job Database Architect
Industry Information Technology and Services
Experience
Starwood Hotels & Resorts Worldwide, Inc. December 2014 - Present
Jefferies & Company March 2010 - December 2014
DKR Capital October 2009 - February 2010
HedgeServ May 2009 - October 2009
DKR Capital March 2005 - May 2009
PDI December 2004 - February 2005
Highdata Software Corp 1998 - 2005
UPS August 2003 - December 2004
Travelers November 2002 - April 2003
Skills
Microsoft SQL Server, T-SQL, SQL, Data Warehousing, Databases, Disaster Recovery, Database Design, Performance Tuning, SDLC, Data Migration, Database Administration, Shell Scripting, VB.NET, SQL Tuning, Stored Procedures, Unix, Business Analysis, Access
Education
Madurai Kamaraj University
Starwood Hotels & Resorts Worldwide, Inc. December 2014 - Present
Jefferies & Company March 2010 - December 2014
DKR Capital October 2009 - February 2010
HedgeServ May 2009 - October 2009
DKR Capital March 2005 - May 2009
PDI December 2004 - February 2005
Highdata Software Corp 1998 - 2005
UPS August 2003 - December 2004
Travelers November 2002 - April 2003
Skills
Microsoft SQL Server, T-SQL, SQL, Data Warehousing, Databases, Disaster Recovery, Database Design, Performance Tuning, SDLC, Data Migration, Database Administration, Shell Scripting, VB.NET, SQL Tuning, Stored Procedures, Unix, Business Analysis, Access
Education
Madurai Kamaraj University
Kim Last's Jefferies & Company Experience December 2004 - April 2006
Job Head of Sales Trading at Bankhaus Lampe
Industry Investment Banking
Experience
Bankhaus Lampe August 2013 - Present
Oddo & Cie April 2006 - June 2013
Oddo Securities 2006 - June 2013
Jefferies & Company December 2004 - April 2006
Commerzbank AG January 2000 - December 2004
Bear Stearns January 1992 - January 1998
Dresdner Bank AG September 1988 - September 1990
Skills
Equities, Trading, Equity Trading, Financial Markets, Bloomberg, Capital Markets, Derivatives, Hedge Funds, Fixed Income, Electronic Trading, Equity Derivatives, Investment Banking, Trading Systems, Options, Equity Research, Structured Products, Portfolio Management, Asset Management, Valuation, Bonds, Emerging Markets, FX Options, Alternative Investments, Investments, ETFs
Education
Manhattanville College 1987 — 1991
South Kent School 1985 — 1987
HS
Humboldt-Schule 1978 — 1985
Bankhaus Lampe August 2013 - Present
Oddo & Cie April 2006 - June 2013
Oddo Securities 2006 - June 2013
Jefferies & Company December 2004 - April 2006
Commerzbank AG January 2000 - December 2004
Bear Stearns January 1992 - January 1998
Dresdner Bank AG September 1988 - September 1990
Skills
Equities, Trading, Equity Trading, Financial Markets, Bloomberg, Capital Markets, Derivatives, Hedge Funds, Fixed Income, Electronic Trading, Equity Derivatives, Investment Banking, Trading Systems, Options, Equity Research, Structured Products, Portfolio Management, Asset Management, Valuation, Bonds, Emerging Markets, FX Options, Alternative Investments, Investments, ETFs
Education
Manhattanville College 1987 — 1991
South Kent School 1985 — 1987
HS
Humboldt-Schule 1978 — 1985
Wayne Dovan's Jefferies & Company Experience May 2009 - March 2012
Job Product Specialist at Brevan Howard
Industry Capital Markets
Experience
Brevan Howard September 2015 - Present
CIBC World Markets May 2014 - August 2015
Annaly Capital Management/RCap Securities, Inc. May 2013 - April 2014
Sanctum FI LLP April 2012 - November 2012
Jefferies & Company May 2009 - March 2012
Merrill Lynch September 1999 - January 2009
TNS 1992 - 1996
Skills
Rates, Proprietary Trading, Options, Securities, Trading Systems, Financial Markets, Emerging Markets, Portfolio Management, FX Options, Equity Trading, Fixed Income, Hedge Funds, Derivatives, Bonds, Bloomberg, Investments, Prime Brokerage, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Messiah College 1987 — 1991
BA, Mathematics
Brevan Howard September 2015 - Present
CIBC World Markets May 2014 - August 2015
Annaly Capital Management/RCap Securities, Inc. May 2013 - April 2014
Sanctum FI LLP April 2012 - November 2012
Jefferies & Company May 2009 - March 2012
Merrill Lynch September 1999 - January 2009
TNS 1992 - 1996
Skills
Rates, Proprietary Trading, Options, Securities, Trading Systems, Financial Markets, Emerging Markets, Portfolio Management, FX Options, Equity Trading, Fixed Income, Hedge Funds, Derivatives, Bonds, Bloomberg, Investments, Prime Brokerage, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Messiah College 1987 — 1991
BA, Mathematics
Barry Kraver's Jefferies & Company Experience May 2009 - August 2014
Job Manager Performance Improvement at EY
Industry Financial Services
Experience
EY August 2014 - Present
Jefferies & Company May 2009 - August 2014
Merrill Lynch January 2006 - May 2009
Tradition June 2005 - January 2006
Skills
Portfolio Management, Financial Modeling, Capital Markets, Series 7, Series 63, Financial Analysis, Fixed Income, Bloomberg, Equities, Investments, Mutual Funds, Securities, Asset Managment, Hedge Funds, Alternative Investments, Trading Systems, Risk Management, Wealth Management, Equity Trading, Valuation, Electronic Trading, Trading, FX Options, FINRA, Financial Risk, Options, Financial Markets, Derivatives, Middle Office
Education
Lehigh University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
White Plains High School 1994 — 1998
EY August 2014 - Present
Jefferies & Company May 2009 - August 2014
Merrill Lynch January 2006 - May 2009
Tradition June 2005 - January 2006
Skills
Portfolio Management, Financial Modeling, Capital Markets, Series 7, Series 63, Financial Analysis, Fixed Income, Bloomberg, Equities, Investments, Mutual Funds, Securities, Asset Managment, Hedge Funds, Alternative Investments, Trading Systems, Risk Management, Wealth Management, Equity Trading, Valuation, Electronic Trading, Trading, FX Options, FINRA, Financial Risk, Options, Financial Markets, Derivatives, Middle Office
Education
Lehigh University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
White Plains High School 1994 — 1998
Alexei Zykov's Jefferies & Company Experience August 2011 - July 2014
Job Vice President, Consumer Group at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Jefferies & Company August 2011 - July 2014
Griffin Financial Group May 2010 - August 2010
New York Life August 2006 - June 2009
Skills
Financial Analysis, Mergers & Acquisitions, Due Diligence, Analysis, Acquisitions, LBO
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Management
Massachusetts Institute of Technology 2001 — 2006
Bachelor of Science, Management, Economics
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Jefferies & Company August 2011 - July 2014
Griffin Financial Group May 2010 - August 2010
New York Life August 2006 - June 2009
Skills
Financial Analysis, Mergers & Acquisitions, Due Diligence, Analysis, Acquisitions, LBO
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Management
Massachusetts Institute of Technology 2001 — 2006
Bachelor of Science, Management, Economics
Reyad Nasser's Jefferies & Company Experience 2006 - 2007
Job Director Performance Improvement at Alvarez & Marsal
Industry Oil & Energy
Experience
Alvarez & Marsal March 2015 - Present
Chevron February 2012 - February 2015
Oliver Wyman March 2011 - February 2012
Arthur D. Little August 2007 - February 2011
Jefferies & Company 2006 - 2007
Jefferies Energy Consulting 2004 - 2006
Skills
Mergers, Strategy, Performance Management, Operations Management, Balanced Scorecard, Workshop Facilitation, Financial Modeling, Management Consulting, Valuation, Due Diligence, Corporate Development, Business Strategy, Organizational Design, Strategic Planning, Energy, Business Development, Management, Mergers & Acquisitions, Change Management, Analysis, Six Sigma, Business Process..., Business Planning, Finance, Emerging Markets, Business Transformation, Consulting, Project Management
Education
Jones Graduate School of Business, Rice University 2002 — 2004
MBA, Finance
Tulane University 1995 — 1999
BS, Marketing
Alvarez & Marsal March 2015 - Present
Chevron February 2012 - February 2015
Oliver Wyman March 2011 - February 2012
Arthur D. Little August 2007 - February 2011
Jefferies & Company 2006 - 2007
Jefferies Energy Consulting 2004 - 2006
Skills
Mergers, Strategy, Performance Management, Operations Management, Balanced Scorecard, Workshop Facilitation, Financial Modeling, Management Consulting, Valuation, Due Diligence, Corporate Development, Business Strategy, Organizational Design, Strategic Planning, Energy, Business Development, Management, Mergers & Acquisitions, Change Management, Analysis, Six Sigma, Business Process..., Business Planning, Finance, Emerging Markets, Business Transformation, Consulting, Project Management
Education
Jones Graduate School of Business, Rice University 2002 — 2004
MBA, Finance
Tulane University 1995 — 1999
BS, Marketing
Phil Shivers's Jefferies & Company Experience March 1995 - December 2008
Job Private Investor
Industry Financial Services
Experience
Jefferies & Company March 1995 - December 2008
Cantor Fitzgerald May 1994 - December 1994
Skills
Equities, Equity Trading, Capital Markets, Trading, Securities, Hedge Funds, Series 7, Fixed Income, Bloomberg, Series 63, Financial Markets, Electronic Trading, Investment Banking, Derivatives, Alternative Investments, Options, Financial Services, Equity Research, Trading Systems, Hedging, Trading Strategies, Equity Capital Markets, Proprietary Trading, Structured Products, FINRA, Bonds, Equity Derivatives, ETFs, Prime Brokerage, Middle Office
Education
London Business School
Investment Management Program
University of Maryland College Park
Bachelor of Science (BS), Economics
Jefferies & Company March 1995 - December 2008
Cantor Fitzgerald May 1994 - December 1994
Skills
Equities, Equity Trading, Capital Markets, Trading, Securities, Hedge Funds, Series 7, Fixed Income, Bloomberg, Series 63, Financial Markets, Electronic Trading, Investment Banking, Derivatives, Alternative Investments, Options, Financial Services, Equity Research, Trading Systems, Hedging, Trading Strategies, Equity Capital Markets, Proprietary Trading, Structured Products, FINRA, Bonds, Equity Derivatives, ETFs, Prime Brokerage, Middle Office
Education
London Business School
Investment Management Program
University of Maryland College Park
Bachelor of Science (BS), Economics
Harp Jim's Jefferies & Company Experience June 1997 - August 1999
Job Executive VP and CFO at Hornbeck Offshore
Industry Maritime
Experience
Hornbeck Offshore January 2001 - Present
RBC Dominion Securities August 1999 - January 2001
Jefferies & Company June 1997 - August 1999
Arthur Andersen LLP July 1982 - June 1997
Education
Louisiana State University 1978 — 1982
B.S., Accounting
Baton Rouge High School 1974 — 1978
Diploma
Hornbeck Offshore January 2001 - Present
RBC Dominion Securities August 1999 - January 2001
Jefferies & Company June 1997 - August 1999
Arthur Andersen LLP July 1982 - June 1997
Education
Louisiana State University 1978 — 1982
B.S., Accounting
Baton Rouge High School 1974 — 1978
Diploma
Gerald E. O'Hara, CFA's Jefferies & Company Experience September 2010 - Present
Job Equity Research at Jefferies
Industry Financial Services
Experience
Jefferies & Company September 2010 - Present
Teacher Retirement System of Texas June 2009 - August 2009
Charles Schwab 2007 - 2008
Managers Investment Group March 2002 - August 2007
Schwab Capital Markets 2000 - 2001
Skills
Financial Modeling, Equities, Valuation, Portfolio Management, Equity Research, Bloomberg, Investments, Financial Analysis, Fixed Income, Hedge Funds, Due Diligence, Asset Managment, Investment Management, Capital Markets, Quantitative Analytics, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Master of Business Administration, Finance
Lynchburg College 1996 — 2000
BA, Finance
Fairfield High School 1992 — 1996
Jefferies & Company September 2010 - Present
Teacher Retirement System of Texas June 2009 - August 2009
Charles Schwab 2007 - 2008
Managers Investment Group March 2002 - August 2007
Schwab Capital Markets 2000 - 2001
Skills
Financial Modeling, Equities, Valuation, Portfolio Management, Equity Research, Bloomberg, Investments, Financial Analysis, Fixed Income, Hedge Funds, Due Diligence, Asset Managment, Investment Management, Capital Markets, Quantitative Analytics, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Master of Business Administration, Finance
Lynchburg College 1996 — 2000
BA, Finance
Fairfield High School 1992 — 1996
Maruthisrinivas Marpaka's Jefferies & Company Experience June 2010 - May 2014
Job Principal Consultant at Capco
Industry Financial Services
Experience
Capco June 2014 - Present
Jefferies & Company June 2010 - May 2014
Citi January 2010 - May 2010
NDMA February 2009 - December 2009
Goldman Sachs April 2006 - December 2008
Jump Enterprise Corporation March 2004 - March 2006
AT&T March 2000 - February 2004
Skills
Sybase, SOA, Enterprise Architecture, Java Enterprise Edition, Oracle, SDLC, SQL, Agile Methodologies, XML, Software Development, Spring, Data Warehousing, JDBC, JMS, Weblogic, Unix, WebSphere MQ, Perl, DB2, Data Modeling, Java, EAI, Project Management
Education
Jawaharlal Nehru Technological University
B.Tech, Mechanical Engg
LIU Brooklyn
M.S., Computer Science
Capco June 2014 - Present
Jefferies & Company June 2010 - May 2014
Citi January 2010 - May 2010
NDMA February 2009 - December 2009
Goldman Sachs April 2006 - December 2008
Jump Enterprise Corporation March 2004 - March 2006
AT&T March 2000 - February 2004
Skills
Sybase, SOA, Enterprise Architecture, Java Enterprise Edition, Oracle, SDLC, SQL, Agile Methodologies, XML, Software Development, Spring, Data Warehousing, JDBC, JMS, Weblogic, Unix, WebSphere MQ, Perl, DB2, Data Modeling, Java, EAI, Project Management
Education
Jawaharlal Nehru Technological University
B.Tech, Mechanical Engg
LIU Brooklyn
M.S., Computer Science
Brian Meehan's Jefferies & Company Experience October 2009 - May 2012
Job Managing Partner at OpenDoor Trading
Industry Financial Services
Experience
OpenDoor Trading June 2013 - Present
Jefferies & Company October 2009 - May 2012
Banc of America Securities June 2006 - April 2009
Fortress Investment Group March 2004 - May 2005
Strativarius June 2003 - March 2004
TUDOR INVESTMENT CORPORATION September 2001 - June 2003
Dai-Ichi Kangyo Bank November 1996 - September 2001
Moore Capital Management August 1994 - November 1996
Skills
Options, Fixed Income, Derivatives, Equities, Hedge Funds, Swaps, Interest Rate..., Trading Systems, Trading, FX Options, Capital Markets, Market Data, Market Risk
Education
Middlebury College 1989 — 1993
OpenDoor Trading June 2013 - Present
Jefferies & Company October 2009 - May 2012
Banc of America Securities June 2006 - April 2009
Fortress Investment Group March 2004 - May 2005
Strativarius June 2003 - March 2004
TUDOR INVESTMENT CORPORATION September 2001 - June 2003
Dai-Ichi Kangyo Bank November 1996 - September 2001
Moore Capital Management August 1994 - November 1996
Skills
Options, Fixed Income, Derivatives, Equities, Hedge Funds, Swaps, Interest Rate..., Trading Systems, Trading, FX Options, Capital Markets, Market Data, Market Risk
Education
Middlebury College 1989 — 1993
Morris J. White, Jr.'s Jefferies & Company Experience 2003 - 2008
Job Chief Development Officer at Nextera Energy Resources, Gas Infrastructure
Industry Oil & Energy
Experience
NextEra Energy Resources October 2014 - Present
Black Hawk Country Club October 2014 - Present
NextEra Energy Resources July 2012 - October 2014
Shell 2008 - February 2012
Jefferies & Company 2003 - 2008
Reliant Resources 2002 - 2003
Goldman Sachs August 1999 - 2002
International Paper June 1996 - 1998
Skills
Project Planning, Due Diligence, Portfolio Management, Mergers, Energy, Mergers & Acquisitions, Upstream, Financial Analysis, Project Management, Investment Banking, Business Strategy, Financial Modeling, Gas, Corporate Finance, Valuation, Divestitures
Education
The University of Chicago 1998 — 2000
MBA, Finance and Accounting
University of Michigan 1995 — 1996
MS, Mechanical Engineering
New Jersey Institute of Technology 1992 — 1995
BS, Mechanical Engineering
NextEra Energy Resources October 2014 - Present
Black Hawk Country Club October 2014 - Present
NextEra Energy Resources July 2012 - October 2014
Shell 2008 - February 2012
Jefferies & Company 2003 - 2008
Reliant Resources 2002 - 2003
Goldman Sachs August 1999 - 2002
International Paper June 1996 - 1998
Skills
Project Planning, Due Diligence, Portfolio Management, Mergers, Energy, Mergers & Acquisitions, Upstream, Financial Analysis, Project Management, Investment Banking, Business Strategy, Financial Modeling, Gas, Corporate Finance, Valuation, Divestitures
Education
The University of Chicago 1998 — 2000
MBA, Finance and Accounting
University of Michigan 1995 — 1996
MS, Mechanical Engineering
New Jersey Institute of Technology 1992 — 1995
BS, Mechanical Engineering
Akop Karayan's Jefferies & Company Experience 2004 - Present
Job Director of Quantitative Analysis at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company 2004 - Present
AIG Trading 1993 - 2005
Skills
Commodity, Derivatives, Quantitative Finance, Trading, Alternative Investments
Education
Lomonosov Moscow State University (MSU)
PHD, Physics
Jefferies & Company 2004 - Present
AIG Trading 1993 - 2005
Skills
Commodity, Derivatives, Quantitative Finance, Trading, Alternative Investments
Education
Lomonosov Moscow State University (MSU)
PHD, Physics
Jonathan Cunningham's Jefferies & Company Experience 1987 - 2008
Job Founding Partner at Aequitas Advisors LLC
Industry Financial Services
Experience
Aequitas Advisors LLC July 2010 - Present
Village of Pleasantville 2003 - Present
Jefferies & Company 1987 - 2008
Skills
Capital Markets, Equities, Convertible Bonds, High Yield, Hedge Funds, Private Equity, Capital Structure, Investment Banking, Private Placements, Fixed Income, Alternative Investments, Equity Research, Restructuring, Convertible Securities, Financial Markets, Leveraged Finance, Securities, Derivatives, Equity Capital Markets, Equity Derivatives, Trading, Equity Trading, Options, Financial Structuring, Venture Capital
Education
The University of Chicago 1984 — 1987
MBA, International Finance
Kalamazoo College 1980 — 1984
BA, Economics
Aequitas Advisors LLC July 2010 - Present
Village of Pleasantville 2003 - Present
Jefferies & Company 1987 - 2008
Skills
Capital Markets, Equities, Convertible Bonds, High Yield, Hedge Funds, Private Equity, Capital Structure, Investment Banking, Private Placements, Fixed Income, Alternative Investments, Equity Research, Restructuring, Convertible Securities, Financial Markets, Leveraged Finance, Securities, Derivatives, Equity Capital Markets, Equity Derivatives, Trading, Equity Trading, Options, Financial Structuring, Venture Capital
Education
The University of Chicago 1984 — 1987
MBA, International Finance
Kalamazoo College 1980 — 1984
BA, Economics
Colleen Carson Healey's Jefferies & Company Experience July 2002 - February 2006
Job Owner at Katella Consulting, LLC
Industry Accounting
Experience
Katella Consulting, LLC. August 2011 - Present
Forward Motion Marketing, LLC May 2008 - March 2010
SFI, Inc. November 2006 - January 2009
Jefferies & Company July 2002 - February 2006
BNY Clearing Services (acquired Clearing Division of Schroders) January 2001 - July 2002
Schroders November 1996 - January 2001
Skills
Bookkeeping, QuickBooks, Payroll, Business Relationship..., Helping Clients Succeed, Finance, Strategic Financial..., Small Business, Accounting, Microsoft Excel, Strategic Planning, Customer Service, Account Reconciliation, Insurance, Financial Analysis, CRM, Analysis, Tax, Corporate Tax
Education
Marist College 1992 — 1996
Business: Marketing
Red Bank Catholic 1988 — 1992
Katella Consulting, LLC. August 2011 - Present
Forward Motion Marketing, LLC May 2008 - March 2010
SFI, Inc. November 2006 - January 2009
Jefferies & Company July 2002 - February 2006
BNY Clearing Services (acquired Clearing Division of Schroders) January 2001 - July 2002
Schroders November 1996 - January 2001
Skills
Bookkeeping, QuickBooks, Payroll, Business Relationship..., Helping Clients Succeed, Finance, Strategic Financial..., Small Business, Accounting, Microsoft Excel, Strategic Planning, Customer Service, Account Reconciliation, Insurance, Financial Analysis, CRM, Analysis, Tax, Corporate Tax
Education
Marist College 1992 — 1996
Business: Marketing
Red Bank Catholic 1988 — 1992
Richard John Morano's Jefferies & Company Experience February 2012 - August 2014
Job Richard John Morano
Industry Banking
Experience
Jefferies & Company February 2012 - August 2014
RBS Global Banking & Markets 2000 - February 2012
Schroders November 1993 - May 2000
Chase August 1990 - November 1993
Deloitte September 1988 - August 1990
Skills
Emerging Markets, Credit Trading, Fixed Income, Trading, Latin America, Capital Markets, Credit Derivatives, Derivatives, Hedge Funds, Structured Finance, Structured Products, Investment Banking, Bonds, FX Options, Swaps, Financial Markets, Investments
Education
Muhlenberg College 1985 — 1988
B.A., Accounting
Jefferies & Company February 2012 - August 2014
RBS Global Banking & Markets 2000 - February 2012
Schroders November 1993 - May 2000
Chase August 1990 - November 1993
Deloitte September 1988 - August 1990
Skills
Emerging Markets, Credit Trading, Fixed Income, Trading, Latin America, Capital Markets, Credit Derivatives, Derivatives, Hedge Funds, Structured Finance, Structured Products, Investment Banking, Bonds, FX Options, Swaps, Financial Markets, Investments
Education
Muhlenberg College 1985 — 1988
B.A., Accounting
Michael Hock's Jefferies & Company Experience 1991 - 2008
Job Managing Director Jones Trading
Industry Financial Services
Experience
JonesTrading 2010 - 2014
Pali Capital July 2008 - March 2010
Jefferies & Company 1991 - 2008
Skills
Equities, Equity Trading, Trading Systems, Capital Markets, Bloomberg, Hedge Funds, Series 63, Trading, Series 7, Electronic Trading, Business Strategy, Management, Sales Management, Financial Markets, Financial Institutions, Strategy, Fixed Income, Options, Securities, Private Equity, Start-ups, Series 24
Education
New England College 1977 — 1981
ba, business/communications
cold spring harbor high school 1974 — 1977
JonesTrading 2010 - 2014
Pali Capital July 2008 - March 2010
Jefferies & Company 1991 - 2008
Skills
Equities, Equity Trading, Trading Systems, Capital Markets, Bloomberg, Hedge Funds, Series 63, Trading, Series 7, Electronic Trading, Business Strategy, Management, Sales Management, Financial Markets, Financial Institutions, Strategy, Fixed Income, Options, Securities, Private Equity, Start-ups, Series 24
Education
New England College 1977 — 1981
ba, business/communications
cold spring harbor high school 1974 — 1977
John Puckett's Jefferies & Company Experience January 1997 - April 2000
Job CEO / CFO at Go West Logistics, LLC
Industry Oil & Energy
Experience
Go West Logistics, LLC March 2014 - Present
SandBox Logistics, LLC February 2012 - March 2014
Portside Partners, LLC January 2011 - December 2012
Enterprise Products August 2009 - June 2011
Enterprise Products 2005 - August 2009
El Paso June 2002 - June 2005
RBC Dominion Securities June 2001 - August 2001
Jefferies & Company January 1997 - April 2000
United States Senate June 1995 - August 1995
Skills
Strategic Planning, Pipelines, Energy, Due Diligence, Natural Gas, Financial Modeling, Financial Analysis, Risk Management, Valuation, Mergers, Mergers & Acquisitions, Finance, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of Mississippi 1992 — 1996
BBA, Banking & Finance
Go West Logistics, LLC March 2014 - Present
SandBox Logistics, LLC February 2012 - March 2014
Portside Partners, LLC January 2011 - December 2012
Enterprise Products August 2009 - June 2011
Enterprise Products 2005 - August 2009
El Paso June 2002 - June 2005
RBC Dominion Securities June 2001 - August 2001
Jefferies & Company January 1997 - April 2000
United States Senate June 1995 - August 1995
Skills
Strategic Planning, Pipelines, Energy, Due Diligence, Natural Gas, Financial Modeling, Financial Analysis, Risk Management, Valuation, Mergers, Mergers & Acquisitions, Finance, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of Mississippi 1992 — 1996
BBA, Banking & Finance
G. Jonathan Pina's Jefferies & Company Experience 2005 - 2007
Job Managing Partner & CFO
Industry Financial Services
Experience
MyGO Games Holding Co. March 2014 - Present
Pimuro Capital Partners, LLC 2007 - Present
First Titan Corp April 2013 - November 2014
Circle Star Energy Corp April 2011 - April 2013
Jefferies & Company 2005 - 2007
GJP Consulting 2002 - 2005
Skills
Private Equity, Mergers, Due Diligence, Financial Modeling, Valuation, Investment Banking, Divestitures, Venture Capital, Corporate Finance, Corporate Development, Capital Markets, Energy, Acquisitions, Business Valuation, Financial Analysis, Financial Structuring, IPO, M, Management, Mergers, Strategic Planning, Business Strategy, Strategy, Investments, Finance, Start-ups, Business Planning, Restructuring, Business Development
Education
Rice University
B.A.
Rice University - Jesse H. Jones Graduate School of Management
MBA
MyGO Games Holding Co. March 2014 - Present
Pimuro Capital Partners, LLC 2007 - Present
First Titan Corp April 2013 - November 2014
Circle Star Energy Corp April 2011 - April 2013
Jefferies & Company 2005 - 2007
GJP Consulting 2002 - 2005
Skills
Private Equity, Mergers, Due Diligence, Financial Modeling, Valuation, Investment Banking, Divestitures, Venture Capital, Corporate Finance, Corporate Development, Capital Markets, Energy, Acquisitions, Business Valuation, Financial Analysis, Financial Structuring, IPO, M, Management, Mergers, Strategic Planning, Business Strategy, Strategy, Investments, Finance, Start-ups, Business Planning, Restructuring, Business Development
Education
Rice University
B.A.
Rice University - Jesse H. Jones Graduate School of Management
MBA
(Paul) Scott Nagelson's Jefferies & Company Experience April 2000 - June 2011
Job Managing Director
Industry Investment Banking
Experience
U.S. Bancorp May 2015 - Present
US Bank 2011 - May 2015
Jefferies & Company April 2000 - June 2011
Banc of America Securities 2001 - 2009
Education
Miami University 1976 — 1980
B.S.
U.S. Bancorp May 2015 - Present
US Bank 2011 - May 2015
Jefferies & Company April 2000 - June 2011
Banc of America Securities 2001 - 2009
Education
Miami University 1976 — 1980
B.S.
Campbell Griffin's Jefferies & Company Experience 2005 - 2006
Job Director at AutoNation
Industry Automotive
Experience
AutoNation May 2006 - Present
Jefferies & Company 2005 - 2006
Deloitte 1999 - 2004
Navigant 1995 - 1999
Coopers & Lybrand 1991 - 1995
Skills
Financial Analysis, Management Consulting, Financial Reporting, Mergers, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Strategic Financial..., Analysis, Corporate Finance, Due Diligence, Strategy, Forecasting, Finance, Financial Planning, Management, Process Improvement, Sarbanes-Oxley Act, Valuation
Education
Rice University - Jesse H. Jones Graduate School of Management 1988 — 1990
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Tulane University 1981 — 1985
Bachelor of Arts (B.A.), Economics
AutoNation May 2006 - Present
Jefferies & Company 2005 - 2006
Deloitte 1999 - 2004
Navigant 1995 - 1999
Coopers & Lybrand 1991 - 1995
Skills
Financial Analysis, Management Consulting, Financial Reporting, Mergers, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Strategic Financial..., Analysis, Corporate Finance, Due Diligence, Strategy, Forecasting, Finance, Financial Planning, Management, Process Improvement, Sarbanes-Oxley Act, Valuation
Education
Rice University - Jesse H. Jones Graduate School of Management 1988 — 1990
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Tulane University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Robert Jaworski's Jefferies & Company Experience 2000 - 2008
Job Chief Financial Officer at Organica Water
Industry Environmental Services
Experience
Organica Water March 2015 - Present
Vortex Advisors LLC January 2009 - Present
PowerGenix December 2013 - March 2015
NY-BEST 2010 - March 2013
Power Systems, Ltd. 2012 - January 2013
IOXUS, inc. 2010 - January 2013
EZUniverse, Inc. 2011 - 2012
IOXUS, inc. 2009 - 2010
Jefferies & Company 2000 - 2008
Telcordia Technologies 1993 - 2000
Skills
Venture Capital, Cleantech, Corporate Development, Mergers, Renewable Energy, Private Equity, Start-ups, Product Development, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, M&A experience, Corporate Finance, Strategy, Capital Markets, IPO, Energy, Emerging Markets, Investment Banking, Investor Relations, Leveraged Finance, Acquisition Integration, Restructuring, Divestitures, Financial Structuring, Business Valuation, Capital, Acquisitions
Education
Miami University
Ph.D., Chemistry
Rutgers University-New Brunswick
MBA, Finance
University of Warsaw
M.S., Chemistry
Organica Water March 2015 - Present
Vortex Advisors LLC January 2009 - Present
PowerGenix December 2013 - March 2015
NY-BEST 2010 - March 2013
Power Systems, Ltd. 2012 - January 2013
IOXUS, inc. 2010 - January 2013
EZUniverse, Inc. 2011 - 2012
IOXUS, inc. 2009 - 2010
Jefferies & Company 2000 - 2008
Telcordia Technologies 1993 - 2000
Skills
Venture Capital, Cleantech, Corporate Development, Mergers, Renewable Energy, Private Equity, Start-ups, Product Development, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, M&A experience, Corporate Finance, Strategy, Capital Markets, IPO, Energy, Emerging Markets, Investment Banking, Investor Relations, Leveraged Finance, Acquisition Integration, Restructuring, Divestitures, Financial Structuring, Business Valuation, Capital, Acquisitions
Education
Miami University
Ph.D., Chemistry
Rutgers University-New Brunswick
MBA, Finance
University of Warsaw
M.S., Chemistry
Grayson Barry's Jefferies & Company Experience January 2010 - August 2012
Job Special Education Teacher
Industry Education Management
Experience
Mamaroneck Union Free School District August 2015 - Present
YvaYoga March 2015 - August 2015
P.S. 373K Brooklyn Transition Center September 2012 - June 2015
New York City Teaching Fellows March 2012 - June 2015
Jefferies & Company January 2010 - August 2012
Jefferies & Company August 2008 - May 2010
HL Group August 2007 - August 2008
Brown Lloyd James May 2006 - September 2006
Skills
Special Education, Research, Program Management, Public Speaking, Nonprofits, Yoga Instruction, Positive Behavior..., Behavior Management, Marketing, Microsoft Excel, Microsoft Word
Education
Pace University-New York 2012 — 2014
Master's degree, Special Education and Teaching, 4.0 GPA
Loyola College in Maryland 2003 — 2007
Bachelor's degree, Communications: Creative Writing
Kent Place School 1999 — 2003
Mamaroneck Union Free School District August 2015 - Present
YvaYoga March 2015 - August 2015
P.S. 373K Brooklyn Transition Center September 2012 - June 2015
New York City Teaching Fellows March 2012 - June 2015
Jefferies & Company January 2010 - August 2012
Jefferies & Company August 2008 - May 2010
HL Group August 2007 - August 2008
Brown Lloyd James May 2006 - September 2006
Skills
Special Education, Research, Program Management, Public Speaking, Nonprofits, Yoga Instruction, Positive Behavior..., Behavior Management, Marketing, Microsoft Excel, Microsoft Word
Education
Pace University-New York 2012 — 2014
Master's degree, Special Education and Teaching, 4.0 GPA
Loyola College in Maryland 2003 — 2007
Bachelor's degree, Communications: Creative Writing
Kent Place School 1999 — 2003
brian apelbaum's Jefferies & Company Experience 2000 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Cablevision 2012 - 2013
Jefferies & Company 2000 - 2005
JPMorgan Chase 1998 - 2002
Skills
Management, Bloomberg, Microsoft Office, Customer Service, Project Management, Securities, Investment Banking, Coaching, Legal Research, Equities, Research, Recruiting, Equity Research, Team Building, SDLC
Education
John Bowne
Long Island University
Cablevision 2012 - 2013
Jefferies & Company 2000 - 2005
JPMorgan Chase 1998 - 2002
Skills
Management, Bloomberg, Microsoft Office, Customer Service, Project Management, Securities, Investment Banking, Coaching, Legal Research, Equities, Research, Recruiting, Equity Research, Team Building, SDLC
Education
John Bowne
Long Island University
Taryn Kelly's Jefferies & Company Experience October 2010 - July 2012
Job Regional Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
Estee Lauder Group of Companies June 2012 - October 2014
Jefferies & Company October 2010 - July 2012
Morgan Stanley Smith Barney September 2009 - December 2009
Jobson Publishing June 2009 - August 2009
Estee Lauder May 2008 - August 2008
Skills
Competitive Analysis, Microsoft Excel, Budgets, Management, Finance, Forecasting, Financial Analysis, Leadership, Corporate Finance, Financial Modeling, Sales, Portfolio Management, PowerPoint, Valuation, Bloomberg, Market Research, Investments, Analysis
Education
Loyola University Maryland 2006 — 2010
BBA, Finance
Goldman Sachs October 2014 - Present
Estee Lauder Group of Companies June 2012 - October 2014
Jefferies & Company October 2010 - July 2012
Morgan Stanley Smith Barney September 2009 - December 2009
Jobson Publishing June 2009 - August 2009
Estee Lauder May 2008 - August 2008
Skills
Competitive Analysis, Microsoft Excel, Budgets, Management, Finance, Forecasting, Financial Analysis, Leadership, Corporate Finance, Financial Modeling, Sales, Portfolio Management, PowerPoint, Valuation, Bloomberg, Market Research, Investments, Analysis
Education
Loyola University Maryland 2006 — 2010
BBA, Finance
Joann De Graaf's Jefferies & Company Experience July 2002 - Present
Job Executive Assistant at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2002 - Present
Berenson MInella & Co September 1998 - July 2002
Skills
Calendaring, Concur, Equities, Investment Banking, Microsoft Excel, PowerPoint, Bloomberg, Customer Service, Due Diligence, Management, Mergers, Private Equity, Financial Modeling
Education
Montclair State University 1982 — 1986
Business, Accounting
Jefferies & Company July 2002 - Present
Berenson MInella & Co September 1998 - July 2002
Skills
Calendaring, Concur, Equities, Investment Banking, Microsoft Excel, PowerPoint, Bloomberg, Customer Service, Due Diligence, Management, Mergers, Private Equity, Financial Modeling
Education
Montclair State University 1982 — 1986
Business, Accounting
lucian zaharia's Jefferies & Company Experience 2005 - 2007
Job President at Romtech LLC
Industry Financial Services
Experience
Romtech LLC March 2014 - Present
Dimension Energy Services January 2013 - September 2014
Port of Houston Authority July 2010 - October 2012
NRP Romania July 2007 - January 2009
Jefferies & Company 2005 - 2007
Dynegy 2000 - 2005
Education
Rice University - Jesse H. Jones Graduate School of Management
Romtech LLC March 2014 - Present
Dimension Energy Services January 2013 - September 2014
Port of Houston Authority July 2010 - October 2012
NRP Romania July 2007 - January 2009
Jefferies & Company 2005 - 2007
Dynegy 2000 - 2005
Education
Rice University - Jesse H. Jones Graduate School of Management
John H. Malanga's Jefferies & Company Experience 1995 - 1995
Job Vice President and CFO at GulfSlope Energy, Inc.
Industry Oil & Energy
Experience
GulfSlope Energy, Inc. 2014 - Present
Weisser, Johnson & Co. 2010 - 2014
Sanders Morris Harris 2005 - 2009
Sanders Morris Harris 2000 - 2005
Sanders Morris Mundy January 1996 - January 2000
Jefferies & Company 1995 - 1995
Allen, Williford, and Seale, Inc. January 1990 - January 1994
Skills
Principal Investing, Private Equity, Corporate Development, Valuation, IPO, Strategy Formulation, Due Diligence, Corporate Finance, Investment Banking, Finance, Financial Modeling, Business Development, Mergers & Acquisitions, Management, Energy, Start-ups, Venture Capital, Private Placements, Strategic Planning, Oil & Gas Industry, PIPEs, Fairness Opinions, Accounting, LBO, Budgets, Equities, Financial Analysis, Investments, Acquisitions, Divestitures, Capital Markets, Negotiation, DCF, Business Valuation
Education
Jones Graduate School of Business, Rice University 1994 — 1996
MBA, Finance
Texas A&M University 1985 — 1989
B.S., Economics
GulfSlope Energy, Inc. 2014 - Present
Weisser, Johnson & Co. 2010 - 2014
Sanders Morris Harris 2005 - 2009
Sanders Morris Harris 2000 - 2005
Sanders Morris Mundy January 1996 - January 2000
Jefferies & Company 1995 - 1995
Allen, Williford, and Seale, Inc. January 1990 - January 1994
Skills
Principal Investing, Private Equity, Corporate Development, Valuation, IPO, Strategy Formulation, Due Diligence, Corporate Finance, Investment Banking, Finance, Financial Modeling, Business Development, Mergers & Acquisitions, Management, Energy, Start-ups, Venture Capital, Private Placements, Strategic Planning, Oil & Gas Industry, PIPEs, Fairness Opinions, Accounting, LBO, Budgets, Equities, Financial Analysis, Investments, Acquisitions, Divestitures, Capital Markets, Negotiation, DCF, Business Valuation
Education
Jones Graduate School of Business, Rice University 1994 — 1996
MBA, Finance
Texas A&M University 1985 — 1989
B.S., Economics
William Dickson's Jefferies & Company Experience March 2008 - April 2008
Job Vice President at Dickson & Associates, P.C.
Industry Financial Services
Experience
Dickson & Associates, P.C. October 2012 - Present
Birchcrest Capital LLC October 2013 - Present
First National Bank in Howell May 2014 - Present
Moross Limited Partnership October 2012 - Present
Citigroup July 2011 - October 2012
e360 Power LLC September 2010 - December 2010
Walleye Trading June 2009 - June 2010
Fortune Asset Management June 2008 - August 2008
Jefferies & Company March 2008 - April 2008
Seneca Partners June 2007 - September 2007
Skills
Financial Modeling, Trading, Financial Analysis, Equities, Valuation, Investments, Derivatives, Data Analysis, Finance, Bloomberg, Leadership, Risk Management, Commodity, Mutual Funds, Corporate Finance, Economics
Education
The University of Texas at Austin 2010 — 2011
Master in Professional Accounting
Kalamazoo College 2005 — 2009
BA, Economics, Philosophy
The London School of Economics and Political Science (LSE) 2007 — 2008
GC, Economics
Dickson & Associates, P.C. October 2012 - Present
Birchcrest Capital LLC October 2013 - Present
First National Bank in Howell May 2014 - Present
Moross Limited Partnership October 2012 - Present
Citigroup July 2011 - October 2012
e360 Power LLC September 2010 - December 2010
Walleye Trading June 2009 - June 2010
Fortune Asset Management June 2008 - August 2008
Jefferies & Company March 2008 - April 2008
Seneca Partners June 2007 - September 2007
Skills
Financial Modeling, Trading, Financial Analysis, Equities, Valuation, Investments, Derivatives, Data Analysis, Finance, Bloomberg, Leadership, Risk Management, Commodity, Mutual Funds, Corporate Finance, Economics
Education
The University of Texas at Austin 2010 — 2011
Master in Professional Accounting
Kalamazoo College 2005 — 2009
BA, Economics, Philosophy
The London School of Economics and Political Science (LSE) 2007 — 2008
GC, Economics
Kenneth Pryce's Jefferies & Company Experience July 1998 - July 1999
Job Helvea Baader Bank Group, Equity Sales
Industry Banking
Experience
Baader Bank AG September 2014 - Present
Bank am Bellevue May 2008 - August 2014
Deutsche Bank October 2006 - May 2008
Berenberg Bank April 2004 - October 2006
Commerzbank AG July 1999 - April 2004
Jefferies & Company July 1998 - July 1999
Skills
Equities, Hedge Funds, Equity Research, Investment Banking, Portfolio Management, Corporate Finance, Financial Analysis, Equity Trading
Education
Middlesex University 1996 — 1998
Bachelor of Arts (B.A.), ESB - Business Administration and Management, General
ESB Business School, Reutlingen University 1994 — 1996
Bachelor of Arts (BA), European Business Administration and Management, General
Baader Bank AG September 2014 - Present
Bank am Bellevue May 2008 - August 2014
Deutsche Bank October 2006 - May 2008
Berenberg Bank April 2004 - October 2006
Commerzbank AG July 1999 - April 2004
Jefferies & Company July 1998 - July 1999
Skills
Equities, Hedge Funds, Equity Research, Investment Banking, Portfolio Management, Corporate Finance, Financial Analysis, Equity Trading
Education
Middlesex University 1996 — 1998
Bachelor of Arts (B.A.), ESB - Business Administration and Management, General
ESB Business School, Reutlingen University 1994 — 1996
Bachelor of Arts (BA), European Business Administration and Management, General
Lorine Alicia James Henry's Jefferies & Company Experience October 2007 - Present
Job AVP at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company October 2007 - Present
Skills
Financial Modeling, Fixed Income, Investment Banking, Banking, Capital Markets, Equities, Trading Systems, Financial Analysis, Electronic Trading, Auditing, Derivatives, Corporate Finance, Sarbanes-Oxley Act
Education
Monroe College 1997 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.65
Jefferies & Company October 2007 - Present
Skills
Financial Modeling, Fixed Income, Investment Banking, Banking, Capital Markets, Equities, Trading Systems, Financial Analysis, Electronic Trading, Auditing, Derivatives, Corporate Finance, Sarbanes-Oxley Act
Education
Monroe College 1997 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.65
Alice Demmerle's Jefferies & Company Experience May 2011 - August 2013
Job MBA Candidate, Class of 2016, at Tuck School of Business at Dartmouth
Industry Management Consulting
Experience
Parthenon-EY June 2015 - August 2015
Bank of America Merrill Lynch August 2013 - July 2014
Jefferies & Company May 2011 - August 2013
Dewey & LeBoeuf LLP June 2009 - April 2011
Argus Information and Advisory Services June 2008 - August 2008
Skills
Series 7, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Middlebury College 2007 — 2009
B.A., English, Economics - Cum Laude, with Honors
Vanderbilt University 2005 — 2006
Parthenon-EY June 2015 - August 2015
Bank of America Merrill Lynch August 2013 - July 2014
Jefferies & Company May 2011 - August 2013
Dewey & LeBoeuf LLP June 2009 - April 2011
Argus Information and Advisory Services June 2008 - August 2008
Skills
Series 7, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Middlebury College 2007 — 2009
B.A., English, Economics - Cum Laude, with Honors
Vanderbilt University 2005 — 2006
Kyle Gunnison's Jefferies & Company Experience May 2013 - August 2013
Job Senior Associate at Raymond James, Energy Investment Banking
Industry Banking
Experience
Raymond James Financial Inc. July 2014 - Present
Jefferies & Company May 2013 - August 2013
PricewaterhouseCoopers September 2008 - July 2012
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (MBA)
Lehigh University 2004 — 2008
B.S., Accounting, Finance
Raymond James Financial Inc. July 2014 - Present
Jefferies & Company May 2013 - August 2013
PricewaterhouseCoopers September 2008 - July 2012
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (MBA)
Lehigh University 2004 — 2008
B.S., Accounting, Finance
Jim McGinley's Jefferies & Company Experience June 2010 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2010 - Present
Barclays October 2008 - June 2010
Lehman Brothers February 2007 - October 2008
BlackRock September 1998 - February 2007
Prudential Securities June 1992 - September 1998
Skills
Capital Markets, Investment Banking, Equities, Portfolio Management, Fixed Income, Municipal Bonds, Alternative Investments, Asset Management, Investments, Risk Management, Derivatives, Hedge Funds, Bonds, Bloomberg, Series 7, Series 63
Education
Rutgers Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Lehigh University - College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance and Economics
Jefferies & Company June 2010 - Present
Barclays October 2008 - June 2010
Lehman Brothers February 2007 - October 2008
BlackRock September 1998 - February 2007
Prudential Securities June 1992 - September 1998
Skills
Capital Markets, Investment Banking, Equities, Portfolio Management, Fixed Income, Municipal Bonds, Alternative Investments, Asset Management, Investments, Risk Management, Derivatives, Hedge Funds, Bonds, Bloomberg, Series 7, Series 63
Education
Rutgers Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Lehigh University - College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance and Economics
Tom Hummel's Jefferies & Company Experience March 2011 - May 2014
Job Principal Consultant (BA) at Capco
Industry Investment Banking
Experience
Capco May 2014 - Present
Jefferies & Company March 2011 - May 2014
Citigroup 2005 - May 2011
Citigroup 2000 - 2005
Accenture 1991 - 2000
Skills
Trading Systems, Equities, Back Office, Fixed Income, Electronic Trading, Middle Office, Derivatives, Market Data, Business Analysis, Capital Markets, Financial Services, Project Management, Trading, SDLC
Education
Princeton University 1973 — 1975
Manhattan College
BS, Mangerial Science
Capco May 2014 - Present
Jefferies & Company March 2011 - May 2014
Citigroup 2005 - May 2011
Citigroup 2000 - 2005
Accenture 1991 - 2000
Skills
Trading Systems, Equities, Back Office, Fixed Income, Electronic Trading, Middle Office, Derivatives, Market Data, Business Analysis, Capital Markets, Financial Services, Project Management, Trading, SDLC
Education
Princeton University 1973 — 1975
Manhattan College
BS, Mangerial Science
John Newman's Jefferies & Company Experience 2008 - 2014
Job Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets 2014 - Present
Jefferies & Company 2008 - 2014
Bear Stearns 2002 - 2008
Dignity Health 1997 - 2000
Medimetrix 1995 - 1997
Skills
Valuation, Capital Markets, Equities, Financial Modeling, Fixed Income, Mergers & Acquisitions, IPO, LBO, Due Diligence, Corporate Finance, Business Development, Corporate Development, Equity Capital Markets, Private Equity, Strategy, Industrial Sector, Industrial Distribution
Education
UCLA Anderson School of Management 2000 — 2002
MBA
Middlebury College 1990 — 1994
BA, History
KeyBanc Capital Markets 2014 - Present
Jefferies & Company 2008 - 2014
Bear Stearns 2002 - 2008
Dignity Health 1997 - 2000
Medimetrix 1995 - 1997
Skills
Valuation, Capital Markets, Equities, Financial Modeling, Fixed Income, Mergers & Acquisitions, IPO, LBO, Due Diligence, Corporate Finance, Business Development, Corporate Development, Equity Capital Markets, Private Equity, Strategy, Industrial Sector, Industrial Distribution
Education
UCLA Anderson School of Management 2000 — 2002
MBA
Middlebury College 1990 — 1994
BA, History
Sam Kamel's Jefferies & Company Experience May 2012 - August 2012
Job Financial and Secure Systems Engineer
Industry Architecture & Planning
Experience
Stevens Institute of Technology August 2014 - Present
INCOSE 2014 - Present
Machine learning in Finance Workshop 2015 - 2015
UBS May 2014 - September 2014
WBB Securities LLC January 2014 - May 2014
Jefferies & Company May 2012 - August 2012
FDM Group September 2011 - March 2012
Optimal Consultancy Inc June 2010 - August 2011
ATS November 2005 - June 2010
The Stop & Shop Supermarkets Company February 2004 - May 2005
Skills
SQL, VBA, C++, Microsoft SQL Server, Analysis, Derivatives, Oracle, Financial Modeling, Quantitative Analytics, Options, Databases, Java
Education
Stevens Institute of Technology 2013 — 2014
Certification of Graduate Studies, Engineering System Security
Stevens Institute of Technology, School of Systems and Enterprises 2010 — 2012
Master of Science, Financial Engineering; Mathematics of Financial Engineering; Computational methods in Finance
Kean University 1997 — 2002
B.S., Finance and Economics
Kean University 1997 — 2002
School of Business; Bachelor of Science; Bachelor of Science, Government; Finance; Economics
Seton Hall University, Stillman School of Business
Accounting and Business Law
Stevens Institute of Technology August 2014 - Present
INCOSE 2014 - Present
Machine learning in Finance Workshop 2015 - 2015
UBS May 2014 - September 2014
WBB Securities LLC January 2014 - May 2014
Jefferies & Company May 2012 - August 2012
FDM Group September 2011 - March 2012
Optimal Consultancy Inc June 2010 - August 2011
ATS November 2005 - June 2010
The Stop & Shop Supermarkets Company February 2004 - May 2005
Skills
SQL, VBA, C++, Microsoft SQL Server, Analysis, Derivatives, Oracle, Financial Modeling, Quantitative Analytics, Options, Databases, Java
Education
Stevens Institute of Technology 2013 — 2014
Certification of Graduate Studies, Engineering System Security
Stevens Institute of Technology, School of Systems and Enterprises 2010 — 2012
Master of Science, Financial Engineering; Mathematics of Financial Engineering; Computational methods in Finance
Kean University 1997 — 2002
B.S., Finance and Economics
Kean University 1997 — 2002
School of Business; Bachelor of Science; Bachelor of Science, Government; Finance; Economics
Seton Hall University, Stillman School of Business
Accounting and Business Law
Vivek Pal's Jefferies & Company Experience August 2012 - Present
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company August 2012 - Present
Knight Capital Group July 2008 - August 2012
UBS Investment Bank November 2005 - June 2008
Goldman Sachs June 2000 - October 2004
Conseco Capital Management July 1994 - May 2000
Skills
Fixed Income, Hedge Funds, Equities, CDS, Bloomberg, Derivatives, Capital Markets, Credit Derivatives, Bonds, Alternative Investments, High Yield, Trading, Portfolio Management, Equity Derivatives, Asset Managment, Investment Banking, Asset Management, Private Equity, Investments, Valuation, Securities, Structured Finance, Financial Markets, Emerging Markets, Structured Products, Equity Research, Options, Trading Systems
Education
University of Houston 1992 — 1994
MBA, Finance
Manipal Academy of Higher Education 1986 — 1990
B.Tech, Electric engineering
Modern School 1977 — 1986
High School
Jefferies & Company August 2012 - Present
Knight Capital Group July 2008 - August 2012
UBS Investment Bank November 2005 - June 2008
Goldman Sachs June 2000 - October 2004
Conseco Capital Management July 1994 - May 2000
Skills
Fixed Income, Hedge Funds, Equities, CDS, Bloomberg, Derivatives, Capital Markets, Credit Derivatives, Bonds, Alternative Investments, High Yield, Trading, Portfolio Management, Equity Derivatives, Asset Managment, Investment Banking, Asset Management, Private Equity, Investments, Valuation, Securities, Structured Finance, Financial Markets, Emerging Markets, Structured Products, Equity Research, Options, Trading Systems
Education
University of Houston 1992 — 1994
MBA, Finance
Manipal Academy of Higher Education 1986 — 1990
B.Tech, Electric engineering
Modern School 1977 — 1986
High School
Asma Adam's Jefferies & Company Experience October 2011 - February 2012
Job Junior Technical Developer
Industry Computer Software
Experience
Fulcrum Analytics February 2012 - Present
Jefferies & Company October 2011 - February 2012
Skills
Oracle SQL, PL/SQL, Unix, ETL, Tortoise SVN, Databases, Shell Scripting, Robot Programming, Robotics, Oracle, ExactTarget, Database Design, Unix Shell Scripting, Data Analysis, SQL*Plus, Software Development, SQL, Data Modeling, Data Warehousing, MySQL, SDLC
Education
Manhattan College
Master of Science (MSc), Management and Organizational Leadership
New Jersey City University 2007 — 2011
BS, Computer Science
Fulcrum Analytics February 2012 - Present
Jefferies & Company October 2011 - February 2012
Skills
Oracle SQL, PL/SQL, Unix, ETL, Tortoise SVN, Databases, Shell Scripting, Robot Programming, Robotics, Oracle, ExactTarget, Database Design, Unix Shell Scripting, Data Analysis, SQL*Plus, Software Development, SQL, Data Modeling, Data Warehousing, MySQL, SDLC
Education
Manhattan College
Master of Science (MSc), Management and Organizational Leadership
New Jersey City University 2007 — 2011
BS, Computer Science
Jeffrey Neaman's Jefferies & Company Experience August 2006 - March 2008
Job Investment grade corporate bond trader at David William
Industry Financial Services
Experience
David William September 2012 - Present
The PrinceRidge Group October 2011 - July 2012
Wall Street Access March 2008 - September 2011
Jefferies & Company August 2006 - March 2008
Jefferies & Company/Bonds Direct/Mellon Securities December 2001 - August 2006
Skills
Series 7, Series 63, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Sell Side, Trading, Settlement, Account Reconciliation, Clearing
Education
Muhlenberg College 1997 — 2001
Bacherlors, Business Administration
David William September 2012 - Present
The PrinceRidge Group October 2011 - July 2012
Wall Street Access March 2008 - September 2011
Jefferies & Company August 2006 - March 2008
Jefferies & Company/Bonds Direct/Mellon Securities December 2001 - August 2006
Skills
Series 7, Series 63, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Sell Side, Trading, Settlement, Account Reconciliation, Clearing
Education
Muhlenberg College 1997 — 2001
Bacherlors, Business Administration
Siddharta Choudary Kavuri's Jefferies & Company Experience April 2012 - Present
Job Asst Vice President at Jefferies & Company
Industry Information Technology and Services
Experience
Jefferies & Company April 2012 - Present
EMC October 2011 - March 2012
Skills
Storage, Storage Area Networks, Clariion, VMware, SAN, Brocade, Windows, Virtualization, Disaster Recovery, Cisco Technologies, NAS, Linux, VMware ESX, Servers, Windows Server, Storage Virtualization, Operating Systems, Symmetrix, Data Domain, Backup & Restore, EMC Celerra, RecoverPoint, Isilon, Data Migration, Disk Arrays
Education
Southern Illinois University, Carbondale 2010 — 2011
Graduate, Digital and Analog design, A
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Gautami Jr College 2001 — 2003
High school, Mathematics
Jefferies & Company April 2012 - Present
EMC October 2011 - March 2012
Skills
Storage, Storage Area Networks, Clariion, VMware, SAN, Brocade, Windows, Virtualization, Disaster Recovery, Cisco Technologies, NAS, Linux, VMware ESX, Servers, Windows Server, Storage Virtualization, Operating Systems, Symmetrix, Data Domain, Backup & Restore, EMC Celerra, RecoverPoint, Isilon, Data Migration, Disk Arrays
Education
Southern Illinois University, Carbondale 2010 — 2011
Graduate, Digital and Analog design, A
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Gautami Jr College 2001 — 2003
High school, Mathematics
Raphael Akinsete's Jefferies & Company Experience June 2012 - August 2012
Job
Industry Oil & Energy
Experience
PSEG June 2013 - August 2014
Wall Street Trading, LLC. September 2012 - May 2013
Jefferies & Company June 2012 - August 2012
Stevens Institute of Technology September 2010 - August 2012
NASA 1st Robotics 2009 - May 2010
Pavarini McGovern Construction Company May 2007 - September 2007
Skills
Risk Management, Matlab, Microsoft Office, C++, PowerPoint, Microsoft Excel, Data Analysis, Equity Valuation, Engineering, Access, Risk Assessment, Labview, AutoCAD, Linux, Pro Engineer, Databases, Day Trading, Equities, Manufacturing, F.E.A, Solidworks, Excel, Financial Modeling, Database Queries, Robot Programming, Bond Pricing, High Frequency Trading, Robotic Trading, Series 56, PJM Generation Certified, Aligne Software
Education
Stevens Institute of Technology 2010 — 2012
Master's degree, Financial Engineering
New Jersey Institute of Technology 2005 — 2010
Bachelor's degree, Mechanical Engineering
PSEG June 2013 - August 2014
Wall Street Trading, LLC. September 2012 - May 2013
Jefferies & Company June 2012 - August 2012
Stevens Institute of Technology September 2010 - August 2012
NASA 1st Robotics 2009 - May 2010
Pavarini McGovern Construction Company May 2007 - September 2007
Skills
Risk Management, Matlab, Microsoft Office, C++, PowerPoint, Microsoft Excel, Data Analysis, Equity Valuation, Engineering, Access, Risk Assessment, Labview, AutoCAD, Linux, Pro Engineer, Databases, Day Trading, Equities, Manufacturing, F.E.A, Solidworks, Excel, Financial Modeling, Database Queries, Robot Programming, Bond Pricing, High Frequency Trading, Robotic Trading, Series 56, PJM Generation Certified, Aligne Software
Education
Stevens Institute of Technology 2010 — 2012
Master's degree, Financial Engineering
New Jersey Institute of Technology 2005 — 2010
Bachelor's degree, Mechanical Engineering
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS