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
Jennifer Phillips Jennifer Phillips's Jefferies & Company Experience 2010 - 2011
Job Managing Director, Private Securities Group at SharesPost
Industry Financial Services
Experience
SharesPost May 2013 - Present
Silver Lake Waterman 2012 - 2013
Yoga Works 2011 - 2012
Jefferies & Company 2010 - 2011
Merrill Lynch, Bank of America 2007 - 2010
Merrill Lynch 2004 - 2007
Lehman Brothers 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Investments, Banking, Business Planning, Business Strategy, Management, Analysis, Private Equity, Fixed Income, Strategy, Series 7, Series 63, Equity Capital Markets, Relationship Management, Alternative Investments, Equities, Trading, Valuation
Education
Northeastern University 1999 — 2003
Bachelor of Science, Business Administration, Finance
SharesPost May 2013 - Present
Silver Lake Waterman 2012 - 2013
Yoga Works 2011 - 2012
Jefferies & Company 2010 - 2011
Merrill Lynch, Bank of America 2007 - 2010
Merrill Lynch 2004 - 2007
Lehman Brothers 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Investments, Banking, Business Planning, Business Strategy, Management, Analysis, Private Equity, Fixed Income, Strategy, Series 7, Series 63, Equity Capital Markets, Relationship Management, Alternative Investments, Equities, Trading, Valuation
Education
Northeastern University 1999 — 2003
Bachelor of Science, Business Administration, Finance
Samuel Weiss's Jefferies & Company Experience June 2011 - August 2011
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock June 2014 - Present
Jefferies LLC August 2013 - June 2014
Jefferies LLC July 2012 - August 2013
Box It Up May 2010 - May 2012
Jefferies & Company June 2011 - August 2011
Samson Capital Advisors July 2010 - August 2010
Skills
Investments, Finance, Market Analysis, Bloomberg, Investment Banking, Microsoft Excel, Equities
Education
Occidental College 2008 — 2012
Economics
BlackRock June 2014 - Present
Jefferies LLC August 2013 - June 2014
Jefferies LLC July 2012 - August 2013
Box It Up May 2010 - May 2012
Jefferies & Company June 2011 - August 2011
Samson Capital Advisors July 2010 - August 2010
Skills
Investments, Finance, Market Analysis, Bloomberg, Investment Banking, Microsoft Excel, Equities
Education
Occidental College 2008 — 2012
Economics
Sean Pi Sean Pi's Jefferies & Company Experience June 2010 - August 2010
Job Investment Associate
Industry Financial Services
Experience
Castleton Commodities International November 2014 - Present
Evercore August 2013 - November 2014
Wells Fargo Securities June 2012 - August 2013
Citadel Investment Group June 2011 - August 2011
Novahill Partners January 2011 - June 2011
The Ivy Council September 2010 - June 2011
Jefferies & Company June 2010 - August 2010
Guggenheim Partners June 2009 - September 2009
Estee Lauder June 2006 - September 2007
Stony Brook University June 2005 - August 2007
Skills
Economics, Investment Banking, Financial Modeling, Excel, Credit, Corporate Finance, Financial Analysis, Valuation, Fixed Income, PowerPoint, Bloomberg, R, Banking, Chinese, Spanish, Business Strategy, Organizational..., Equities, Finance, Trading, Fire Eating
Education
North High School
Princeton University
AB, Economics
Castleton Commodities International November 2014 - Present
Evercore August 2013 - November 2014
Wells Fargo Securities June 2012 - August 2013
Citadel Investment Group June 2011 - August 2011
Novahill Partners January 2011 - June 2011
The Ivy Council September 2010 - June 2011
Jefferies & Company June 2010 - August 2010
Guggenheim Partners June 2009 - September 2009
Estee Lauder June 2006 - September 2007
Stony Brook University June 2005 - August 2007
Skills
Economics, Investment Banking, Financial Modeling, Excel, Credit, Corporate Finance, Financial Analysis, Valuation, Fixed Income, PowerPoint, Bloomberg, R, Banking, Chinese, Spanish, Business Strategy, Organizational..., Equities, Finance, Trading, Fire Eating
Education
North High School
Princeton University
AB, Economics
Adam Aguilera Adam Aguilera's Jefferies & Company Experience July 2013 - Present
Job Fixed Income Analyst at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2013 - Present
Skills
Economics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Public Speaking, Social Media, Stata, Financial Modeling, Data Analysis, Spanish, English, Brazilian Portuguese, Emerging Markets, International Business
Education
Yale University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Pontifícia Universidade Católica do Rio de Janeiro 2010 — 2010
Certificate, Portuguese Language and Literature
Marin Academy 2005 — 2009
Jefferies & Company July 2013 - Present
Skills
Economics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Public Speaking, Social Media, Stata, Financial Modeling, Data Analysis, Spanish, English, Brazilian Portuguese, Emerging Markets, International Business
Education
Yale University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Pontifícia Universidade Católica do Rio de Janeiro 2010 — 2010
Certificate, Portuguese Language and Literature
Marin Academy 2005 — 2009
Peter Rolewicz Peter Rolewicz's Jefferies & Company Experience December 2009 - May 2013
Job Vice President at Pillar Multifamily, LLC
Industry Banking
Experience
Pillar Multifamily, LLC May 2013 - Present
Jefferies & Company December 2009 - May 2013
Capmark Finance July 2003 - December 2009
SI Group Inc & GaiaTech Inc January 1994 - April 2003
Land and Lakes 1992 - 1994
Skills
Due Diligence, Asset Managment, Portfolio Management, Risk Management, Financial Analysis, Project Management, Risk Assessment, Budgets, Business Development, Project Finance
Education
Northern Illinois University
Bachelor's degree
St. George
Pillar Multifamily, LLC May 2013 - Present
Jefferies & Company December 2009 - May 2013
Capmark Finance July 2003 - December 2009
SI Group Inc & GaiaTech Inc January 1994 - April 2003
Land and Lakes 1992 - 1994
Skills
Due Diligence, Asset Managment, Portfolio Management, Risk Management, Financial Analysis, Project Management, Risk Assessment, Budgets, Business Development, Project Finance
Education
Northern Illinois University
Bachelor's degree
St. George
Jerrod Shaughnessy Jerrod Shaughnessy's Jefferies & Company Experience June 2005 - Present
Job Equity Sales Trading at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2005 - Present
Skills
Trading, Hedge Funds, Series 7, Fixed Income, Securities, Investments, Capital Markets, Bloomberg, Series 63, Alternative Investments, Asset Management, Equities, Electronic Trading, Equity Research, Equity Trading, Portfolio Management, Options, Trading Systems, Derivatives, Financial Markets, Investment Banking
Education
Northeastern University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Jefferies & Company June 2005 - Present
Skills
Trading, Hedge Funds, Series 7, Fixed Income, Securities, Investments, Capital Markets, Bloomberg, Series 63, Alternative Investments, Asset Management, Equities, Electronic Trading, Equity Research, Equity Trading, Portfolio Management, Options, Trading Systems, Derivatives, Financial Markets, Investment Banking
Education
Northeastern University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Brian Biga Brian Biga's Jefferies & Company Experience June 2011 - August 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
GE Capital July 2012 - January 2015
Jefferies & Company June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Investment Technology Group (ITG) January 2010 - January 2010
Monmouth Medical Center June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Bloomberg, Microsoft Excel, PowerPoint, Team Leadership, Equities, Strategic Financial..., Microsoft Office, Portfolio Management, Investments, Valuation, Business Analysis, Financial Reporting, Accounting, Risk Management, Hedge Funds, Underwriting, Microsoft Word, Public Speaking, Outlook, Banking, Equity Research, Investment Banking
Education
Providence College 2008 — 2012
B.S., Finance, Philosophy
Rumson - Fair Haven Regional High School 2004 — 2008
Goldman Sachs January 2015 - Present
GE Capital July 2012 - January 2015
Jefferies & Company June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Investment Technology Group (ITG) January 2010 - January 2010
Monmouth Medical Center June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Bloomberg, Microsoft Excel, PowerPoint, Team Leadership, Equities, Strategic Financial..., Microsoft Office, Portfolio Management, Investments, Valuation, Business Analysis, Financial Reporting, Accounting, Risk Management, Hedge Funds, Underwriting, Microsoft Word, Public Speaking, Outlook, Banking, Equity Research, Investment Banking
Education
Providence College 2008 — 2012
B.S., Finance, Philosophy
Rumson - Fair Haven Regional High School 2004 — 2008
Bret Josephs Bret Josephs's Jefferies & Company Experience August 2000 - August 2004
Job Owner at Bret Josephs Photography & Videography
Industry Photography
Experience
Bret Josephs Photography & Videography April 1997 - Present
BWISE (NASDAQ OMX COMPANY) April 2012 - May 2013
A&J Produce November 2010 - December 2011
Chicago Trading Company July 2008 - January 2009
Investment Technology Group October 2004 - February 2008
Jefferies & Company August 2000 - August 2004
Geac Smartstream Reconciliations June 1999 - August 2000
Skills
Trading Systems, SQL, FIX, Unix Shell Scripting, order management systems, Equity Trading, Options, Futures, FX trading, Order Management, Risk Management, Unix, Databases, Technical Support, Vendor Management, Access, Information Technology, Troubleshooting, Trading, Microsoft SQL Server, Windows, Management, Sybase
Education
World Trade Securities 2009 — 2009
Introduction To Trading Stock
Pace University 1999 — 1999
Certification: Unix Administration and C/C++ Programming
Ramapo College Of New Jersey 1994 — 1997
BA, Mass Communications
Bret Josephs Photography & Videography April 1997 - Present
BWISE (NASDAQ OMX COMPANY) April 2012 - May 2013
A&J Produce November 2010 - December 2011
Chicago Trading Company July 2008 - January 2009
Investment Technology Group October 2004 - February 2008
Jefferies & Company August 2000 - August 2004
Geac Smartstream Reconciliations June 1999 - August 2000
Skills
Trading Systems, SQL, FIX, Unix Shell Scripting, order management systems, Equity Trading, Options, Futures, FX trading, Order Management, Risk Management, Unix, Databases, Technical Support, Vendor Management, Access, Information Technology, Troubleshooting, Trading, Microsoft SQL Server, Windows, Management, Sybase
Education
World Trade Securities 2009 — 2009
Introduction To Trading Stock
Pace University 1999 — 1999
Certification: Unix Administration and C/C++ Programming
Ramapo College Of New Jersey 1994 — 1997
BA, Mass Communications
Jason Schron Jason Schron's Jefferies & Company Experience March 2013 - June 2013
Job Business Analyst, Energy Trading Risk Management at World Fuel Services
Industry Financial Services
Experience
World Fuel Services June 2015 - Present
Surgery & Recovery December 2014 - May 2015
Morgan Stanley March 2014 - November 2014
Barclays Investment Bank July 2013 - February 2014
Jefferies & Company March 2013 - June 2013
BlackRock May 2012 - February 2013
Capco October 2011 - April 2012
Technology for Seniors, Inc. June 2007 - September 2011
Tennis4U, Inc. June 2006 - September 2011
New York University September 2010 - May 2011
Skills
Business Analysis, Management, Analysis, Project Management, Leadership, Visio, Microsoft Office, CRM, Consulting, Product Management, Program Management, Social Media, Bloomberg Terminal, Project Planning, Entrepreneurship, Data Analysis, Requirements Analysis, Change Management, Microsoft Word, Microsoft Excel, Financial Services, PowerPoint, MS Project, Excel, Word, MIS, Project Documentation, Business Planning, Outlook, Online Research, Executive Reporting, Building Relationships, Business Relationship..., SDLC, Agile & Waterfall..., Derivatives, Requirements Gathering, Process Improvement, Project Coordination, Documentations, Lean Management, Kanban, Scrum Management, KPI Reports
Education
New York University 2007 — 2011
B.A., Economics, Business
World Fuel Services June 2015 - Present
Surgery & Recovery December 2014 - May 2015
Morgan Stanley March 2014 - November 2014
Barclays Investment Bank July 2013 - February 2014
Jefferies & Company March 2013 - June 2013
BlackRock May 2012 - February 2013
Capco October 2011 - April 2012
Technology for Seniors, Inc. June 2007 - September 2011
Tennis4U, Inc. June 2006 - September 2011
New York University September 2010 - May 2011
Skills
Business Analysis, Management, Analysis, Project Management, Leadership, Visio, Microsoft Office, CRM, Consulting, Product Management, Program Management, Social Media, Bloomberg Terminal, Project Planning, Entrepreneurship, Data Analysis, Requirements Analysis, Change Management, Microsoft Word, Microsoft Excel, Financial Services, PowerPoint, MS Project, Excel, Word, MIS, Project Documentation, Business Planning, Outlook, Online Research, Executive Reporting, Building Relationships, Business Relationship..., SDLC, Agile & Waterfall..., Derivatives, Requirements Gathering, Process Improvement, Project Coordination, Documentations, Lean Management, Kanban, Scrum Management, KPI Reports
Education
New York University 2007 — 2011
B.A., Economics, Business
Roldy Michel Roldy Michel's Jefferies & Company Experience June 2011 - August 2011
Job Intern at Arnstein & Lehr LLP
Industry Law Practice
Experience
Arnstein & Lehr LLP June 2012 - Present
Jefferies & Company June 2011 - August 2011
Education
Northern Illinois University 2012 — 2016
Secondary Education, French, Spanish, Biology.
Nicholas Senn High School 2011 — 2012
Secondary Education
Kenwood Academy High School 2009 — 2011
Arnstein & Lehr LLP June 2012 - Present
Jefferies & Company June 2011 - August 2011
Education
Northern Illinois University 2012 — 2016
Secondary Education, French, Spanish, Biology.
Nicholas Senn High School 2011 — 2012
Secondary Education
Kenwood Academy High School 2009 — 2011
Nathan Lipkin's Jefferies & Company Experience June 2011 - August 2011
Job Private Equity Associate at GI Partners
Industry Venture Capital & Private Equity
Experience
GI Partners July 2014 - Present
Jefferies LLC July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Merrill Lynch September 2010 - November 2010
Madison Parker Capital June 2010 - August 2010
Mzinga June 2009 - September 2009
Skills
Bloomberg, Financial Modeling, Mergers, Investment Banking, Valuation, Capital IQ, Capital Markets, Microsoft Excel, PowerPoint, Due Diligence, Mergers & Acquisitions, Equities
Education
Northwestern University 2008 — 2012
BS, Economics, Journalism
GI Partners July 2014 - Present
Jefferies LLC July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Merrill Lynch September 2010 - November 2010
Madison Parker Capital June 2010 - August 2010
Mzinga June 2009 - September 2009
Skills
Bloomberg, Financial Modeling, Mergers, Investment Banking, Valuation, Capital IQ, Capital Markets, Microsoft Excel, PowerPoint, Due Diligence, Mergers & Acquisitions, Equities
Education
Northwestern University 2008 — 2012
BS, Economics, Journalism
Jody Devero's Jefferies & Company Experience June 2005 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Jefferies & Company June 2005 - December 2011
Education
Northeastern University 2004 — 2008
BS, Finance
Morgan Stanley October 2012 - Present
Jefferies & Company June 2005 - December 2011
Education
Northeastern University 2004 — 2008
BS, Finance
Andreea Sudresianu Andreea Sudresianu's Jefferies & Company Experience October 2012 - May 2014
Job Sr Software Engineer/Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Jefferies & Company October 2012 - May 2014
Fidelity Investments June 1996 - September 2012
Kenzer Corporation 1992 - 1996
Systems Administrator/Programmer 1990 - 1992
Skills
Oracle Applications, Informix, Sybase, Unix Operating Systems, Unix Shell Scripting, PL/SQL, Informix 4GL, Database Administration, Database Design, Server Architecture, Operating Systems, SQL, SQL Tuning, Performance Tuning, Database Servers, Relational Databases, Solaris, Software Development, Software Engineering, Oracle SQL, Project Management, Data Warehousing, Data Migration, Stored Procedures, WebSphere Portal, Web Services, SCO Unix, SQL*Plus, C++, SDLC, XML, Data Modeling, Software Project..., Databases, Microsoft SQL Server, Systems Analysis, Requirements Analysis, Enterprise Architecture, Unix, Shell Scripting, Oracle
Education
New York University
Computer Science
Politechnic University of Bucharest
Master of Science (MS), Computer Software Engineering
Fidelity Investments June 2014 - Present
Jefferies & Company October 2012 - May 2014
Fidelity Investments June 1996 - September 2012
Kenzer Corporation 1992 - 1996
Systems Administrator/Programmer 1990 - 1992
Skills
Oracle Applications, Informix, Sybase, Unix Operating Systems, Unix Shell Scripting, PL/SQL, Informix 4GL, Database Administration, Database Design, Server Architecture, Operating Systems, SQL, SQL Tuning, Performance Tuning, Database Servers, Relational Databases, Solaris, Software Development, Software Engineering, Oracle SQL, Project Management, Data Warehousing, Data Migration, Stored Procedures, WebSphere Portal, Web Services, SCO Unix, SQL*Plus, C++, SDLC, XML, Data Modeling, Software Project..., Databases, Microsoft SQL Server, Systems Analysis, Requirements Analysis, Enterprise Architecture, Unix, Shell Scripting, Oracle
Education
New York University
Computer Science
Politechnic University of Bucharest
Master of Science (MS), Computer Software Engineering
Greg Simon Greg Simon's Jefferies & Company Experience 1983 - 1985
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 1993 - Present
Morgan Stanley Smith Barney 1989 - 1993
Drexel Burnham Lambert 1985 - 1989
Jefferies & Company 1983 - 1985
Education
Pace University - Lubin School of Business 1976 — 1978
Master of Business Administration (MBA), Finance, General, With Distinction
Queens College 1971 — 1975
Bachelor of Arts (B.A.), Accounting
UBS Financial Services Inc. January 1993 - Present
Morgan Stanley Smith Barney 1989 - 1993
Drexel Burnham Lambert 1985 - 1989
Jefferies & Company 1983 - 1985
Education
Pace University - Lubin School of Business 1976 — 1978
Master of Business Administration (MBA), Finance, General, With Distinction
Queens College 1971 — 1975
Bachelor of Arts (B.A.), Accounting
Paul Batcho Paul Batcho's Jefferies & Company Experience April 2008 - November 2009
Job Senior Vice President at CitiCorp North America
Industry Financial Services
Experience
Citi May 2015 - Present
Citi July 2014 - March 2015
BaAlgo Consulting November 2012 - July 2014
BNP Paribas June 2011 - October 2012
Verition Fund April 2009 - May 2011
Jefferies & Company April 2008 - November 2009
BaAlgo Consulting August 2007 - March 2008
DKR Capital: Fusion LLP April 2006 - July 2007
Credit Suisse First Boston September 2004 - April 2006
Los Alamos National Laboratory October 2001 - August 2004
Skills
FX Options, Portfolio Management, Foreign Exchange Tradng, Trading System Software..., Trade Execution, Cash..., Quantitative Models, Hedge Funds, Financial Markets, Trading Strategies, Trading, Investment Banking, Proprietary Trading, FX trading, Financial Risk, Foreign Exchange, Portfolio Optimization, Market Making, Quantitative Investing, Asset Allocation, Quantitative Finance, High Frequency Trading, Options, Global Macro, Trading Systems, Equity Derivatives, Electronic Trading, Fixed Income, Interest Rate..., C++, Python, Python/Pandas, Software Engineering, Structured Products, Hedging, Equity Trading, Swaps, Derivatives, Commodity, Equities, Volatility, Quantitative Analytics, Bloomberg, Market Risk
Education
Princeton University 1987 — 1994
Doctor of Philosophy (Ph.D.), Computational and Applied Mathematics
Princeton University 1991 — 1992
Master of Arts (M.A.), Computational and Applied Mathematics
Princeton University
Master of Arts (M.A.), Mechanical Engineering
Purdue University
Master's of Science, Aerospace, Aeronautical and Astronautical/Space Engineering
State University of New York at Buffalo
Bachelor of Applied Science (B.A.Sc.), Aerospace, Aeronautical and Astronautical Engineering, Magna Cum Laude; Dept Honors; with Disctinction
Recent Lectures, Conferences, Patents
Selected Publications
Citi May 2015 - Present
Citi July 2014 - March 2015
BaAlgo Consulting November 2012 - July 2014
BNP Paribas June 2011 - October 2012
Verition Fund April 2009 - May 2011
Jefferies & Company April 2008 - November 2009
BaAlgo Consulting August 2007 - March 2008
DKR Capital: Fusion LLP April 2006 - July 2007
Credit Suisse First Boston September 2004 - April 2006
Los Alamos National Laboratory October 2001 - August 2004
Skills
FX Options, Portfolio Management, Foreign Exchange Tradng, Trading System Software..., Trade Execution, Cash..., Quantitative Models, Hedge Funds, Financial Markets, Trading Strategies, Trading, Investment Banking, Proprietary Trading, FX trading, Financial Risk, Foreign Exchange, Portfolio Optimization, Market Making, Quantitative Investing, Asset Allocation, Quantitative Finance, High Frequency Trading, Options, Global Macro, Trading Systems, Equity Derivatives, Electronic Trading, Fixed Income, Interest Rate..., C++, Python, Python/Pandas, Software Engineering, Structured Products, Hedging, Equity Trading, Swaps, Derivatives, Commodity, Equities, Volatility, Quantitative Analytics, Bloomberg, Market Risk
Education
Princeton University 1987 — 1994
Doctor of Philosophy (Ph.D.), Computational and Applied Mathematics
Princeton University 1991 — 1992
Master of Arts (M.A.), Computational and Applied Mathematics
Princeton University
Master of Arts (M.A.), Mechanical Engineering
Purdue University
Master's of Science, Aerospace, Aeronautical and Astronautical/Space Engineering
State University of New York at Buffalo
Bachelor of Applied Science (B.A.Sc.), Aerospace, Aeronautical and Astronautical Engineering, Magna Cum Laude; Dept Honors; with Disctinction
Recent Lectures, Conferences, Patents
Selected Publications
Jonathan Schildkraut Jonathan Schildkraut's Jefferies & Company Experience 2005 - 2010
Job Senior Managing Director Head of Telecom Equity Research at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI July 2010 - Present
Jefferies & Company 2005 - 2010
Cowen and Company 2002 - 2005
WinStar 1999 - 2001
Salomon Brothers 1997 - 1999
Skills
Telecommunications, Acquisitions, Securities, Buy-side, Equity Research, Due Diligence, Chartered Financial..., Growth Capital, Structured Finance, Finance, Start-ups, Strategy, Bonds, Business Strategy, Mutual Funds, Value Investing, Management
Education
NYU School of Law 1993 — 1997
JD, 1997
NYU Stern School of Business 1993 — 1997
MBA, 1997
University of Michigan 1989 — 1993
BBA, Finance
Evercore ISI July 2010 - Present
Jefferies & Company 2005 - 2010
Cowen and Company 2002 - 2005
WinStar 1999 - 2001
Salomon Brothers 1997 - 1999
Skills
Telecommunications, Acquisitions, Securities, Buy-side, Equity Research, Due Diligence, Chartered Financial..., Growth Capital, Structured Finance, Finance, Start-ups, Strategy, Bonds, Business Strategy, Mutual Funds, Value Investing, Management
Education
NYU School of Law 1993 — 1997
JD, 1997
NYU Stern School of Business 1993 — 1997
MBA, 1997
University of Michigan 1989 — 1993
BBA, Finance
Gabrielle Holbrook Gabrielle Holbrook's Jefferies & Company Experience February 2011 - February 2011
Job Onboarding Specialist at Thomson Reuters Practical Law
Industry Legal Services
Experience
Thomson Reuters - Practical Law December 2012 - Present
Practical Law Company October 2011 - December 2012
Jefferies & Company February 2011 - February 2011
Jefferies & Company June 2010 - August 2010
Northwestern Mutual June 2009 - December 2009
Vineyard Vines May 2008 - June 2009
Skills
Microsoft Excel, Marketing, Financial Modeling, Administrative Work, Meeting Planning, PowerPoint, Microsoft Office, Microsoft Word, Research, Event Planning, Social Media, Public Speaking, Customer Service, Fundraising, Social Media Marketing, Sales, Spanish, Outlook, Social Networking, Market Research, Time Management, Management, Customer Retention, Salesforce.com, Retail, Leadership, Facebook, Data Analysis, Account Management, Public Relations, Training, Marketing Strategy
Education
Ohio Wesleyan University 2007 — 2011
Bachelor of Arts, Economics Management, Accounting, Sociology
Staples High School 2003 — 2007
Thomson Reuters - Practical Law December 2012 - Present
Practical Law Company October 2011 - December 2012
Jefferies & Company February 2011 - February 2011
Jefferies & Company June 2010 - August 2010
Northwestern Mutual June 2009 - December 2009
Vineyard Vines May 2008 - June 2009
Skills
Microsoft Excel, Marketing, Financial Modeling, Administrative Work, Meeting Planning, PowerPoint, Microsoft Office, Microsoft Word, Research, Event Planning, Social Media, Public Speaking, Customer Service, Fundraising, Social Media Marketing, Sales, Spanish, Outlook, Social Networking, Market Research, Time Management, Management, Customer Retention, Salesforce.com, Retail, Leadership, Facebook, Data Analysis, Account Management, Public Relations, Training, Marketing Strategy
Education
Ohio Wesleyan University 2007 — 2011
Bachelor of Arts, Economics Management, Accounting, Sociology
Staples High School 2003 — 2007
Chuck Talcott Chuck Talcott's Jefferies & Company Experience April 1986 - July 1989
Job Experienced sales, trading and operations manager in the Financial industry.
Industry Financial Services
Experience
Scottrade July 2009 - February 2015
Harris Investor Services October 2005 - March 2009
Harris Direct April 2002 - October 2005
Harris Investorline August 2000 - April 2002
Freeman Welwood July 1989 - August 2000
Jefferies & Company April 1986 - July 1989
Security Pacific Discount Brokerage September 1983 - April 1986
Skills
Securities, Financial Services, Banking, Finance, Trading, Management, Investments, Portfolio Management, Sales, Customer Service, Financial Advisory, Mutual Funds, Financial Analysis, Wealth Management, Corporate Actions, Conflict Resolution, Strategic Planning, Risk Management, FINRA, Strategic Financial..., Equities, Series 63, Series 7, Team Building, Series 24, Series 4
Education
Pierce College 1980 — 1982
General
James Monroe High School 1977 — 1980
High School
Scottrade July 2009 - February 2015
Harris Investor Services October 2005 - March 2009
Harris Direct April 2002 - October 2005
Harris Investorline August 2000 - April 2002
Freeman Welwood July 1989 - August 2000
Jefferies & Company April 1986 - July 1989
Security Pacific Discount Brokerage September 1983 - April 1986
Skills
Securities, Financial Services, Banking, Finance, Trading, Management, Investments, Portfolio Management, Sales, Customer Service, Financial Advisory, Mutual Funds, Financial Analysis, Wealth Management, Corporate Actions, Conflict Resolution, Strategic Planning, Risk Management, FINRA, Strategic Financial..., Equities, Series 63, Series 7, Team Building, Series 24, Series 4
Education
Pierce College 1980 — 1982
General
James Monroe High School 1977 — 1980
High School
Mike Alex Mike Alex's Jefferies & Company Experience August 1987 - December 1991
Job Proprietary ETF Trader at Self Employed
Industry Financial Services
Experience
Self Employed December 2004 - Present
Jefferies & Co., Inc. January 2001 - December 2004
Jefferies & Co., Inc. August 1996 - January 2001
Tudor Software, LLC March 1995 - August 1996
Tudor Software, LLC (subsidiary of Tudor Investments) January 1995 - August 1996
Mitchum, Jones and Templeton February 1993 - January 1995
Cambium House, Ltd. December 1991 - February 1993
Jefferies & Company August 1987 - December 1991
Northern Trust Co. January 1978 - August 1987
Northern Trust Co. January 1978 - August 1987
Education
Northwestern University 1974 — 1978
BA, Economics
Trinity College of the Bible and Theological Seminary
Masters in Theology, Theology
Self Employed December 2004 - Present
Jefferies & Co., Inc. January 2001 - December 2004
Jefferies & Co., Inc. August 1996 - January 2001
Tudor Software, LLC March 1995 - August 1996
Tudor Software, LLC (subsidiary of Tudor Investments) January 1995 - August 1996
Mitchum, Jones and Templeton February 1993 - January 1995
Cambium House, Ltd. December 1991 - February 1993
Jefferies & Company August 1987 - December 1991
Northern Trust Co. January 1978 - August 1987
Northern Trust Co. January 1978 - August 1987
Education
Northwestern University 1974 — 1978
BA, Economics
Trinity College of the Bible and Theological Seminary
Masters in Theology, Theology
GARGI CHAUDHURI GARGI CHAUDHURI's Jefferies & Company Experience March 2009 - April 2010
Job Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock May 2010 - Present
Jefferies & Company March 2009 - April 2010
Merrill Lynch June 2001 - December 2008
Skills
Derivatives, Portfolio Management, Equities, Hedge Funds, Capital Markets, Fixed Income, Asset Management, Financial Modeling, Valuation, Bonds, Alternative Investments, Investments, Bloomberg, Structured Products, Trading, Investment Banking, Management
Education
Ohio Wesleyan University 1997 — 2001
Bachelor of Arts (B.A.), Accounting, Psychology
BlackRock May 2010 - Present
Jefferies & Company March 2009 - April 2010
Merrill Lynch June 2001 - December 2008
Skills
Derivatives, Portfolio Management, Equities, Hedge Funds, Capital Markets, Fixed Income, Asset Management, Financial Modeling, Valuation, Bonds, Alternative Investments, Investments, Bloomberg, Structured Products, Trading, Investment Banking, Management
Education
Ohio Wesleyan University 1997 — 2001
Bachelor of Arts (B.A.), Accounting, Psychology
Chris Timmins Chris Timmins's Jefferies & Company Experience March 2012 - May 2015
Job Energy Derivatives Broker at ED&F Man Capital Markets
Industry Oil & Energy
Andrew Hilgenbrink Andrew Hilgenbrink's Jefferies & Company Experience March 2008 - December 2011
Job Manage all biotechnology investments for the Healthcare Funds
Industry Financial Services
Experience
Highland Capital Management, L.P. January 2012 - Present
Jefferies & Company March 2008 - December 2011
Amylin Pharmaceuticals May 2007 - August 2007
Purdue University November 2000 - July 2006
Optical Therapeutic Technologies September 2003 - April 2004
Purdue University August 2000 - May 2001
Skills
Biotechnology, Financial Analysis, Drug Delivery, Investments, Autoimmune Diseases, Diabetes, Cancer, Commercialization, Market Analysis, Start-ups, Pharmaceutical Industry, Healthcare, Strategy, Finance, Cross-functional Team...
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance Concentration
Purdue University 2000 — 2006
PhD, Chemistry
University of Missouri-Columbia 1996 — 2000
BS, Biochemistry
Highland Capital Management, L.P. January 2012 - Present
Jefferies & Company March 2008 - December 2011
Amylin Pharmaceuticals May 2007 - August 2007
Purdue University November 2000 - July 2006
Optical Therapeutic Technologies September 2003 - April 2004
Purdue University August 2000 - May 2001
Skills
Biotechnology, Financial Analysis, Drug Delivery, Investments, Autoimmune Diseases, Diabetes, Cancer, Commercialization, Market Analysis, Start-ups, Pharmaceutical Industry, Healthcare, Strategy, Finance, Cross-functional Team...
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance Concentration
Purdue University 2000 — 2006
PhD, Chemistry
University of Missouri-Columbia 1996 — 2000
BS, Biochemistry
Chris Pavlic Chris Pavlic's Jefferies & Company Experience June 2006 - Present
Job Equity Sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2006 - Present
Bank of America March 2001 - April 2006
Cowen and Company May 1998 - January 2001
Education
Princeton University 1989 — 1993
Bachelor of Arts (B.A.), English
Jefferies & Company June 2006 - Present
Bank of America March 2001 - April 2006
Cowen and Company May 1998 - January 2001
Education
Princeton University 1989 — 1993
Bachelor of Arts (B.A.), English
Colin Lee Colin Lee's Jefferies & Company Experience June 2011 - December 2012
Job Investment Analyst at Luzich Partners LLC
Industry Investment Management
Experience
Luzich Partners LLC January 2013 - Present
Jefferies & Company June 2011 - December 2012
University of Pennsylvania August 2010 - May 2011
University of Pennsylvania August 2009 - May 2011
Jefferies & Co June 2010 - August 2010
Center for Talented Development (CTD) - Northwestern University June 2008 - August 2008
Northwestern University June 2008 - August 2008
Center for Talented Development (CTD) - Northwestern University September 2007 - June 2008
Skills
Financial Modeling, Presentations, Investor Relations, Debt Restructuring, Financial Analysis, Valuation Modeling, Investment Banking, Private Equity
Education
The Wharton School, University of Pennsylvania 2008 — 2011
Bachelor of Science, Economic; Finance; Concentration
Northwestern University 2007 — 2008
Singapore American School 2003 — 2007
AYNY
Value Investment Congress
Luzich Partners LLC January 2013 - Present
Jefferies & Company June 2011 - December 2012
University of Pennsylvania August 2010 - May 2011
University of Pennsylvania August 2009 - May 2011
Jefferies & Co June 2010 - August 2010
Center for Talented Development (CTD) - Northwestern University June 2008 - August 2008
Northwestern University June 2008 - August 2008
Center for Talented Development (CTD) - Northwestern University September 2007 - June 2008
Skills
Financial Modeling, Presentations, Investor Relations, Debt Restructuring, Financial Analysis, Valuation Modeling, Investment Banking, Private Equity
Education
The Wharton School, University of Pennsylvania 2008 — 2011
Bachelor of Science, Economic; Finance; Concentration
Northwestern University 2007 — 2008
Singapore American School 2003 — 2007
AYNY
Value Investment Congress
Bruce Cranna Bruce Cranna's Jefferies & Company Experience 2009 - 2010
Job CFO and VP of Corporate Development at iSpecimen
Industry Hospital & Health Care
Experience
iSpecimen 2011 - Present
Jefferies & Company 2009 - 2010
Leerink Swann 2002 - 2009
ABN AMRO Bank N.V. 1996 - 2002
Coopers & Lybrand Consulting May 1993 - June 1996
Blue Cross and Blue Shield of Massachusetts January 1989 - May 1993
Skills
Finance, Equity Research, Health Care Regulation, Financial Analysis, Molecular Diagnostics, HIPAA, Hardware Diagnostics, Venture Capital, Valuation, Mergers & Acquisitions, Strategy, Due Diligence, Financial Modeling, Lifesciences, Corporate Development, Biotechnology, Life Sciences
Education
Northeastern University 1987 — 1988
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 1977 — 1981
Bachelor of Arts (B.A.), Economics
iSpecimen 2011 - Present
Jefferies & Company 2009 - 2010
Leerink Swann 2002 - 2009
ABN AMRO Bank N.V. 1996 - 2002
Coopers & Lybrand Consulting May 1993 - June 1996
Blue Cross and Blue Shield of Massachusetts January 1989 - May 1993
Skills
Finance, Equity Research, Health Care Regulation, Financial Analysis, Molecular Diagnostics, HIPAA, Hardware Diagnostics, Venture Capital, Valuation, Mergers & Acquisitions, Strategy, Due Diligence, Financial Modeling, Lifesciences, Corporate Development, Biotechnology, Life Sciences
Education
Northeastern University 1987 — 1988
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 1977 — 1981
Bachelor of Arts (B.A.), Economics
Meghann Elrhoul Meghann Elrhoul's Jefferies & Company Experience May 2006 - February 2007
Job Research at Twitter
Industry Market Research
Experience
Twitter September 2013 - Present
Trendrr August 2012 - September 2013
Nielsen November 2011 - August 2012
The Nielsen Company June 2010 - November 2011
The Nielsen Company March 2009 - June 2010
The Nielsen Company February 2007 - March 2009
Jefferies & Company May 2006 - February 2007
Skills
socialtv, Social Media, Nielsen, Analytics, Customer Insight, Market Research, Marketing Research, Quantitative Research, Segmentation, Media Research, Audience Measurement, Competitive Intelligence, Data Analysis, Online Research, Management, Market Analysis, Strategy, Brand Equity, Digital Media, Business Insights, Qualitative Research, Primary Research, Integrated Marketing, SPSS, Digital Strategy, Business Strategy, Competitive Analysis, Digital Marketing, Product Development, Social TV, Advertising Research, Marketing, Consumer Insight, Strategic Partnerships, Mobile Marketing, Web Analytics, Facebook, Leadership, Focus Groups, Social Media Measurement, Consumer Behaviour, Survey Research
Education
New York University 2008 — 2011
Masters in Management and Systems, Strategy and Leadership
University of South Florida 2000 — 2005
Bachelor of Science, Chemical Engineering
Twitter September 2013 - Present
Trendrr August 2012 - September 2013
Nielsen November 2011 - August 2012
The Nielsen Company June 2010 - November 2011
The Nielsen Company March 2009 - June 2010
The Nielsen Company February 2007 - March 2009
Jefferies & Company May 2006 - February 2007
Skills
socialtv, Social Media, Nielsen, Analytics, Customer Insight, Market Research, Marketing Research, Quantitative Research, Segmentation, Media Research, Audience Measurement, Competitive Intelligence, Data Analysis, Online Research, Management, Market Analysis, Strategy, Brand Equity, Digital Media, Business Insights, Qualitative Research, Primary Research, Integrated Marketing, SPSS, Digital Strategy, Business Strategy, Competitive Analysis, Digital Marketing, Product Development, Social TV, Advertising Research, Marketing, Consumer Insight, Strategic Partnerships, Mobile Marketing, Web Analytics, Facebook, Leadership, Focus Groups, Social Media Measurement, Consumer Behaviour, Survey Research
Education
New York University 2008 — 2011
Masters in Management and Systems, Strategy and Leadership
University of South Florida 2000 — 2005
Bachelor of Science, Chemical Engineering
Addiel Lora Addiel Lora's Jefferies & Company Experience August 2012 - Present
Job Associate at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company August 2012 - Present
Jefferies & Company June 2011 - August 2011
Merrill Lynch 2005 - 2008
Affiliated Computer Services 2002 - 2005
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Investments
Old Dominion University
Bachelor of Science (B.S.), Computer Science
Jefferies & Company August 2012 - Present
Jefferies & Company June 2011 - August 2011
Merrill Lynch 2005 - 2008
Affiliated Computer Services 2002 - 2005
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Investments
Old Dominion University
Bachelor of Science (B.S.), Computer Science
Christopher Parisi Christopher Parisi's Jefferies & Company Experience March 2005 - February 2009
Job Managing Director and Head of New York Office at Allegiance Capital
Industry Financial Services
Experience
Allegiance Capital Corporation June 2009 - Present
Jefferies & Company March 2005 - February 2009
KeyBanc Capital Markets 2000 - 2004
The Blackstone Group January 1997 - August 1998
Ernst & Young September 1994 - December 1996
Skills
Mergers & Acquisitions, Investment Banking, Capital Raises, Investments, Finance, Management, Restructuring, Banking, Analysis, Private Equity, Recruiting, Valuation, Capital Markets, Venture Capital, Financial Services, Equities, Corporate Development, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
University of Scranton 1990 — 1994
B.S., Accounting
West Essex Regional High School 1986 — 1990
Diploma, General
Allegiance Capital Corporation June 2009 - Present
Jefferies & Company March 2005 - February 2009
KeyBanc Capital Markets 2000 - 2004
The Blackstone Group January 1997 - August 1998
Ernst & Young September 1994 - December 1996
Skills
Mergers & Acquisitions, Investment Banking, Capital Raises, Investments, Finance, Management, Restructuring, Banking, Analysis, Private Equity, Recruiting, Valuation, Capital Markets, Venture Capital, Financial Services, Equities, Corporate Development, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
University of Scranton 1990 — 1994
B.S., Accounting
West Essex Regional High School 1986 — 1990
Diploma, General
Ben Greenfield Ben Greenfield's Jefferies & Company Experience June 2010 - August 2010
Job Associate Portfolio Management at Waterfall Asset Management
Industry Financial Services
Experience
Waterfall Asset Management September 2014 - Present
Prudential July 2011 - August 2014
Jefferies & Company June 2010 - August 2010
Education
New York University 2007 — 2011
B.A., Physics, Economics
Waterfall Asset Management September 2014 - Present
Prudential July 2011 - August 2014
Jefferies & Company June 2010 - August 2010
Education
New York University 2007 — 2011
B.A., Physics, Economics
Molly Gillette Molly Gillette's Jefferies & Company Experience August 2011 - July 2014
Job Lead UX/UI Developer at EcoHabitude Inc.
Industry Design
Experience
EcoHabitude Inc. July 2014 - Present
Jefferies & Company August 2011 - July 2014
Northeastern University Psychology Dept. September 2010 - December 2010
Northeastern University Educational Technology Center December 2009 - June 2010
Dana-Farber Cancer Institute July 2008 - December 2008
Skills
User Interface Design, User Experience Design, Graphic Design, Web Design, CSS/ LESS CSS, HTML/ HTML Email, Adobe Creative Suite, Illustrator, Photoshop, Style Guide Creation, Information Design, After Effects, InDesign, TFS, Motion Graphics, Visual Studio, Photography, Data Visualization, CRM, CMS, Platform Design, Web Development, Interaction Design, Dreamweaver, OmniGraffle, Wireframes, User-centered Design, Typography, jQuery
Education
Northeastern University 2006 — 2011
Bachelor's Degree, Bachelors of Fine Arts - Multimedia Studies/Graphic Design concentration
EcoHabitude Inc. July 2014 - Present
Jefferies & Company August 2011 - July 2014
Northeastern University Psychology Dept. September 2010 - December 2010
Northeastern University Educational Technology Center December 2009 - June 2010
Dana-Farber Cancer Institute July 2008 - December 2008
Skills
User Interface Design, User Experience Design, Graphic Design, Web Design, CSS/ LESS CSS, HTML/ HTML Email, Adobe Creative Suite, Illustrator, Photoshop, Style Guide Creation, Information Design, After Effects, InDesign, TFS, Motion Graphics, Visual Studio, Photography, Data Visualization, CRM, CMS, Platform Design, Web Development, Interaction Design, Dreamweaver, OmniGraffle, Wireframes, User-centered Design, Typography, jQuery
Education
Northeastern University 2006 — 2011
Bachelor's Degree, Bachelors of Fine Arts - Multimedia Studies/Graphic Design concentration
Adam Schneberg's Jefferies & Company Experience May 2012 - November 2013
Job Accounts Payable Coordinator at Framestore
Industry Investment Banking
Experience
Framestore November 2013 - Present
Jefferies & Company May 2012 - November 2013
Doublespace - Jr August 2011 - November 2011
JWT February 2008 - May 2011
CMS Marketing December 2004 - December 2006
Skills
CRM, Budgets, Project Management, Administrative..., Payroll, Advertising, Time Management, Digital Marketing, Digital Strategy, Integrated Marketing, Digital Media, Creative Direction, Analysis, Marketing, Social Media
Education
Queens College 2004 — 2007
Bachelor of Arts (B.A.), Economics
Framestore November 2013 - Present
Jefferies & Company May 2012 - November 2013
Doublespace - Jr August 2011 - November 2011
JWT February 2008 - May 2011
CMS Marketing December 2004 - December 2006
Skills
CRM, Budgets, Project Management, Administrative..., Payroll, Advertising, Time Management, Digital Marketing, Digital Strategy, Integrated Marketing, Digital Media, Creative Direction, Analysis, Marketing, Social Media
Education
Queens College 2004 — 2007
Bachelor of Arts (B.A.), Economics
Daniel Gerard, C.P.M. Daniel Gerard, C.P.M.'s Jefferies & Company Experience April 2010 - January 2011
Job Senior Global Commodity Specialist at HSBC
Industry Information Technology and Services
Experience
UBS Wealth Management September 2013 - January 2014
New York Life Insurance Company March 2011 - June 2013
Jefferies & Company April 2010 - January 2011
Panasonic September 2009 - November 2009
Merrill Lynch October 2004 - April 2009
Citi January 2004 - September 2004
Philips May 2001 - May 2003
Verizon Communications June 1996 - May 2001
NEC November 1988 - May 1996
US Army November 1978 - June 1982
Skills
Contract Negotiation, Vendor Management, Cross-functional Team..., Telecommunications, Negotiation, Process Improvement, SAP, Global Strategic..., Software Procurement, Contract Management, Change Management, Frictionless E-Sourcing, Product Development, Supply Chain, Global Sourcing, Supply Chain Management, Sourcing, Six Sigma, Strategy, Management, Logistics, Operations Management, Outsourcing, Risk Management, Leadership, Business Process..., Purchasing, Program Management, Training, CRM, Professional Services, Procurement, Business Analysis, Strategic Sourcing
Education
Salem State University
B.S., Business Management
Northeastern University
Commercial Pilot
UBS Wealth Management September 2013 - January 2014
New York Life Insurance Company March 2011 - June 2013
Jefferies & Company April 2010 - January 2011
Panasonic September 2009 - November 2009
Merrill Lynch October 2004 - April 2009
Citi January 2004 - September 2004
Philips May 2001 - May 2003
Verizon Communications June 1996 - May 2001
NEC November 1988 - May 1996
US Army November 1978 - June 1982
Skills
Contract Negotiation, Vendor Management, Cross-functional Team..., Telecommunications, Negotiation, Process Improvement, SAP, Global Strategic..., Software Procurement, Contract Management, Change Management, Frictionless E-Sourcing, Product Development, Supply Chain, Global Sourcing, Supply Chain Management, Sourcing, Six Sigma, Strategy, Management, Logistics, Operations Management, Outsourcing, Risk Management, Leadership, Business Process..., Purchasing, Program Management, Training, CRM, Professional Services, Procurement, Business Analysis, Strategic Sourcing
Education
Salem State University
B.S., Business Management
Northeastern University
Commercial Pilot
Harmeet Singh Harmeet Singh's Jefferies & Company Experience October 2010 - November 2013
Job Assistant Vice President at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC December 2013 - Present
Jefferies & Company October 2010 - November 2013
University of Rochester June 2010 - January 2011
Titan Worldwide July 2009 - August 2009
MyWorld Investing, Inc. November 2008 - January 2009
Syntel December 2007 - June 2008
Allstate Insurance December 2006 - December 2007
Syntel October 2004 - June 2006
Skills
Bloomberg, Portfolio Management, Analytics, Access, Crystal Ball, Strategy, SQL, Microsoft Excel, PowerPoint, Microsoft Word, Contract Negotiation, QlikView, Due Diligence, Risk Management, Capital Markets, Business Analysis, Analysis, Investments, Financial Modeling, Finance, Financial Risk
Education
New York University 2012 — 2014
Certificate in Financial Risk Management, Risk Management
University of Rochester - William E. Simon Graduate School of Business Administration 2008 — 2010
MBA, Finance, Competitive and Organizational Strategy.
Uttar Pradesh Technical University 2000 — 2004
B. Tech, Mechanical
Jefferies LLC December 2013 - Present
Jefferies & Company October 2010 - November 2013
University of Rochester June 2010 - January 2011
Titan Worldwide July 2009 - August 2009
MyWorld Investing, Inc. November 2008 - January 2009
Syntel December 2007 - June 2008
Allstate Insurance December 2006 - December 2007
Syntel October 2004 - June 2006
Skills
Bloomberg, Portfolio Management, Analytics, Access, Crystal Ball, Strategy, SQL, Microsoft Excel, PowerPoint, Microsoft Word, Contract Negotiation, QlikView, Due Diligence, Risk Management, Capital Markets, Business Analysis, Analysis, Investments, Financial Modeling, Finance, Financial Risk
Education
New York University 2012 — 2014
Certificate in Financial Risk Management, Risk Management
University of Rochester - William E. Simon Graduate School of Business Administration 2008 — 2010
MBA, Finance, Competitive and Organizational Strategy.
Uttar Pradesh Technical University 2000 — 2004
B. Tech, Mechanical
Janina Poznanski Janina Poznanski's Jefferies & Company Experience June 2012 - Present
Job Jefferies Activities Program Manager at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2012 - Present
Newedge 2009 - June 2012
Newedge 2008 - 2009
Fimat 2005 - 2008
Societe Generale 1996 - 2005
Chase Bank 1990 - 1996
Skills
Fixed Income, Capital Markets, Derivatives, Trading Systems, Prime Brokerage, Low Latency, Equity Derivatives, Investment Banking, Exchange Connectivity, Options, Market Data, Electronic Trading, Equity Trading, FX Options, SWIFT payments, PMP, Back Office, Equities, Middle Office, Swaps, Interest Rate..., Trading, Structured Products, PMO, Credit Derivatives, Financial Risk, Financial Services
Education
New York University - Polytechnic School of Engineering 1986 — 1990
BS, Computer Science
Jefferies & Company June 2012 - Present
Newedge 2009 - June 2012
Newedge 2008 - 2009
Fimat 2005 - 2008
Societe Generale 1996 - 2005
Chase Bank 1990 - 1996
Skills
Fixed Income, Capital Markets, Derivatives, Trading Systems, Prime Brokerage, Low Latency, Equity Derivatives, Investment Banking, Exchange Connectivity, Options, Market Data, Electronic Trading, Equity Trading, FX Options, SWIFT payments, PMP, Back Office, Equities, Middle Office, Swaps, Interest Rate..., Trading, Structured Products, PMO, Credit Derivatives, Financial Risk, Financial Services
Education
New York University - Polytechnic School of Engineering 1986 — 1990
BS, Computer Science
Andrew Little's Jefferies & Company Experience May 2007 - May 2008
Job Director of Sales Strategic Accounts at National Oilwell Varco
Industry Oil & Energy
Experience
National Oilwell Varco August 2014 - Present
Tri-Cap Royalties, LLC 2011 - Present
Little Land and Cattle Co. 2001 - Present
National Oilwell Varco September 2012 - August 2014
National Oilwell Varco July 2011 - September 2012
National Oilwell Varco May 2008 - July 2011
Jefferies & Company May 2007 - May 2008
I&S Investments June 2006 - May 2007
Skills
Petroleum, Energy, Financial Modeling, Financial Analysis, Energy Industry, Natural Gas, Due Diligence, Oil/Gas, Valuation, Upstream, Mergers, Gas, Mergers & Acquisitions, Management, Oil & Gas Industry, Contract Negotiation, Drilling, Oilfield, Natural Gas Trading, Pipelines, Oil & Gas
Education
Purdue University 2012 — 2013
National Oilwell Varco - Purdue University Sales Leadership Program
Texas Tech University - Rawls College of Business 2003 — 2007
BBA, Finance
National Oilwell Varco August 2014 - Present
Tri-Cap Royalties, LLC 2011 - Present
Little Land and Cattle Co. 2001 - Present
National Oilwell Varco September 2012 - August 2014
National Oilwell Varco July 2011 - September 2012
National Oilwell Varco May 2008 - July 2011
Jefferies & Company May 2007 - May 2008
I&S Investments June 2006 - May 2007
Skills
Petroleum, Energy, Financial Modeling, Financial Analysis, Energy Industry, Natural Gas, Due Diligence, Oil/Gas, Valuation, Upstream, Mergers, Gas, Mergers & Acquisitions, Management, Oil & Gas Industry, Contract Negotiation, Drilling, Oilfield, Natural Gas Trading, Pipelines, Oil & Gas
Education
Purdue University 2012 — 2013
National Oilwell Varco - Purdue University Sales Leadership Program
Texas Tech University - Rawls College of Business 2003 — 2007
BBA, Finance
Kenneth Nehlsen Kenneth Nehlsen's Jefferies & Company Experience Chief Investment Officer and TreasurerNewedge USA, LLCSeptember 2001 - November 2009
Job Treasurer Futures division at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company Chief Investment Officer and TreasurerNewedge USA, LLCSeptember 2001 - November 2009
Newedge USA, LLC September 2001 - November 2009
ING Barings, Securities, Futures and Options January 1997 - January 2001
Caxton International 1990 - 1997
Luttrell Capital Management 1990 - 1997
Checkers, Simon and Rosner January 1987 - January 1990
Transmarket Group, Inc January 1984 - January 1987
Skills
Derivatives, Equities, Securities, Capital Markets, Fixed Income, Investments, Portfolio Management, FX Options, Trading, Mergers & Acquisitions, Options, Financial Reporting, Finance, Financial Risk, Commodity, Hedging, Hedge Funds, Equity Derivatives, Investment Banking, Financial Analysis, Financial Services, Mutual Funds, Money Market, Management, FINRA, Financial Modeling, Cash Management
Education
University of Chicago, Graduate School of Business 1999 — 2000
Master, Business Administration
Northern Illinois University 1980 — 1984
B.S, Accounting
Jefferies & Company Chief Investment Officer and TreasurerNewedge USA, LLCSeptember 2001 - November 2009
Newedge USA, LLC September 2001 - November 2009
ING Barings, Securities, Futures and Options January 1997 - January 2001
Caxton International 1990 - 1997
Luttrell Capital Management 1990 - 1997
Checkers, Simon and Rosner January 1987 - January 1990
Transmarket Group, Inc January 1984 - January 1987
Skills
Derivatives, Equities, Securities, Capital Markets, Fixed Income, Investments, Portfolio Management, FX Options, Trading, Mergers & Acquisitions, Options, Financial Reporting, Finance, Financial Risk, Commodity, Hedging, Hedge Funds, Equity Derivatives, Investment Banking, Financial Analysis, Financial Services, Mutual Funds, Money Market, Management, FINRA, Financial Modeling, Cash Management
Education
University of Chicago, Graduate School of Business 1999 — 2000
Master, Business Administration
Northern Illinois University 1980 — 1984
B.S, Accounting
Todd S. Levine's Jefferies & Company Experience January 2003 - January 2007
Job A holistic “protection first” approach to securing your financial future
Industry Financial Services
Experience
Northeast Planning Corporation August 2008 - Present
Bloomberg Tradebook August 2007 - August 2008
Jefferies & Company January 2003 - January 2007
Helfant Group LLC March 1999 - January 2003
Education
Stockton University 1992 — 1995
Ocean County College 1991 — 1992
Howell High School 1988 — 1991
Northeast Planning Corporation August 2008 - Present
Bloomberg Tradebook August 2007 - August 2008
Jefferies & Company January 2003 - January 2007
Helfant Group LLC March 1999 - January 2003
Education
Stockton University 1992 — 1995
Ocean County College 1991 — 1992
Howell High School 1988 — 1991
Christine Scarinci's Jefferies & Company Experience August 2011 - October 2012
Job Senior Associate Fixed Income Client Management
Industry Financial Services
Experience
Jefferies LLC October 2012 - Present
Jefferies & Company August 2011 - October 2012
Skills
Microsoft Excel, Microsoft Office, Business Strategy, Business Analysis, Microsoft Word, PowerPoint, Strategic Planning, Fixed Income, Relationship Management, Project Management, Outlook, Trading Systems, CRM, Bloomberg Terminal, Bloomberg, Financial Analysis, Management, Trading, Capital Markets, Analysis, Hedge Funds, Derivatives, Investment Banking, Equities
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Marketing Management
Mahopac High School 2003 — 2007
High School
Jefferies LLC October 2012 - Present
Jefferies & Company August 2011 - October 2012
Skills
Microsoft Excel, Microsoft Office, Business Strategy, Business Analysis, Microsoft Word, PowerPoint, Strategic Planning, Fixed Income, Relationship Management, Project Management, Outlook, Trading Systems, CRM, Bloomberg Terminal, Bloomberg, Financial Analysis, Management, Trading, Capital Markets, Analysis, Hedge Funds, Derivatives, Investment Banking, Equities
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Marketing Management
Mahopac High School 2003 — 2007
High School
Douglas Ruby Douglas Ruby's Jefferies & Company Experience May 2013 - August 2013
Job Financial Associate at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation May 2015 - Present
Tag (Mobile App) April 2014 - Present
The Penn State Hedge Fund Club May 2014 - May 2015
Real Estate Analysis Group September 2014 - March 2015
AXA Financial May 2014 - August 2014
Jefferies & Company May 2013 - August 2013
Trump National Golf Club May 2013 - June 2013
Local Gold May 2012 - July 2012
Modell's Sporting Goods June 2010 - September 2010
Mid New Jersey Lacrosse League July 2009 - August 2010
Skills
PowerPoint, Social Media, Economics, Public Speaking, Sales, Equities, Fixed Income, Bloomberg Terminal, Microsoft Excel, Recruiting, Commercial Real Estate, Social Media Marketing, Microsoft Office, Networking, Bonds, Access, Corporate Finance, Cold Calling, Entrepreneurship, Filing, QA, Computer Proficiency, Ability to speak Spanish, Presentations, Microsoft SQL Server, Economic Statistics, Bond Pricing, Bond market gateways, Reits, Real Estate Transactions, Real Estate Economics, Leadership, Microsoft Word, Teamwork
Education
Penn State University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics with a Concentration on Money and Banking
Christian Brothers Academy 2008 — 2011
St Benedicts
Northeast Planning Corporation May 2015 - Present
Tag (Mobile App) April 2014 - Present
The Penn State Hedge Fund Club May 2014 - May 2015
Real Estate Analysis Group September 2014 - March 2015
AXA Financial May 2014 - August 2014
Jefferies & Company May 2013 - August 2013
Trump National Golf Club May 2013 - June 2013
Local Gold May 2012 - July 2012
Modell's Sporting Goods June 2010 - September 2010
Mid New Jersey Lacrosse League July 2009 - August 2010
Skills
PowerPoint, Social Media, Economics, Public Speaking, Sales, Equities, Fixed Income, Bloomberg Terminal, Microsoft Excel, Recruiting, Commercial Real Estate, Social Media Marketing, Microsoft Office, Networking, Bonds, Access, Corporate Finance, Cold Calling, Entrepreneurship, Filing, QA, Computer Proficiency, Ability to speak Spanish, Presentations, Microsoft SQL Server, Economic Statistics, Bond Pricing, Bond market gateways, Reits, Real Estate Transactions, Real Estate Economics, Leadership, Microsoft Word, Teamwork
Education
Penn State University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics with a Concentration on Money and Banking
Christian Brothers Academy 2008 — 2011
St Benedicts
Jon A. Rohan's Jefferies & Company Experience June 2011 - August 2012
Job Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC June 2013 - Present
Stevens Institute of Technology September 2012 - May 2013
Stevens Institute of Technology August 2012 - December 2012
Jefferies & Company June 2011 - August 2012
Skills
Project Management, Microsoft Excel, Data Analysis, MS Project, TwoFour, Oracle PeopleSoft, Aqua Data Studio, Apptio, Filezilla, Atlassian JIRA, Data Conversion, Microsoft Office, Firefox, Application Designer, INNOTAS, Microsoft Office..., Microsoft Word, Microsoft Powerpoint, Microsoft Publisher, Solidworks, Google Chrome, Internet Explorer, Outlook, Windows 7, Teamwork, PowerPoint
Education
NYU School of Professional Studies 2015 — 2017
Master’s Degree, Real Estate
Stevens Institute of Technology 2009 — 2013
Bachelor of Engineering (B.E.), Engineering/Industrial Management
Christian Brothers Academy 2005 — 2009
High School
Jefferies LLC June 2013 - Present
Stevens Institute of Technology September 2012 - May 2013
Stevens Institute of Technology August 2012 - December 2012
Jefferies & Company June 2011 - August 2012
Skills
Project Management, Microsoft Excel, Data Analysis, MS Project, TwoFour, Oracle PeopleSoft, Aqua Data Studio, Apptio, Filezilla, Atlassian JIRA, Data Conversion, Microsoft Office, Firefox, Application Designer, INNOTAS, Microsoft Office..., Microsoft Word, Microsoft Powerpoint, Microsoft Publisher, Solidworks, Google Chrome, Internet Explorer, Outlook, Windows 7, Teamwork, PowerPoint
Education
NYU School of Professional Studies 2015 — 2017
Master’s Degree, Real Estate
Stevens Institute of Technology 2009 — 2013
Bachelor of Engineering (B.E.), Engineering/Industrial Management
Christian Brothers Academy 2005 — 2009
High School
John Sleight's Jefferies & Company Experience May 2013 - August 2013
Job
Industry Capital Markets
Experience
RBS Citizens February 2014 - Present
Jefferies & Company May 2013 - August 2013
Pyramis Global Advisors May 2012 - January 2013
Longfellow Investment Management Co. September 2010 - January 2011
Education
Providence College 2009 — 2013
BS
Westwood High School 2005 — 2009
CFA Institute
2016 Level II Candidate in the CFA Program
RBS Citizens February 2014 - Present
Jefferies & Company May 2013 - August 2013
Pyramis Global Advisors May 2012 - January 2013
Longfellow Investment Management Co. September 2010 - January 2011
Education
Providence College 2009 — 2013
BS
Westwood High School 2005 — 2009
CFA Institute
2016 Level II Candidate in the CFA Program
Tyler Stroka's Jefferies & Company Experience October 2006 - March 2013
Job Managing Director of Corporate Access
Industry Investment Banking
Experience
Sterne Agee CRT April 2013 - Present
Jefferies & Company October 2006 - March 2013
Banc of Amercia Securities 2003 - 2006
JPMorgan Chase 2000 - 2003
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Sociology and Anthropology
Sterne Agee CRT April 2013 - Present
Jefferies & Company October 2006 - March 2013
Banc of Amercia Securities 2003 - 2006
JPMorgan Chase 2000 - 2003
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Sociology and Anthropology
David J. Wolf David J. Wolf's Jefferies & Company Experience 2001 - 2003
Job Director, Strategic Sourcing Capital One Account at JLL
Industry Commercial Real Estate
Experience
JLL January 2015 - Present
JLL February 2014 - December 2014
GNYHA Services November 2011 - January 2014
GNYHA Services October 2008 - November 2011
GNYHA Services June 2007 - October 2008
AGS Specialists 2006 - 2007
Madison Trading 2004 - 2006
Jefferies & Company 2001 - 2003
Katz Media Group 1998 - 2000
Skills
Healthcare, Financial Analysis, Financial Modeling, Strategic Planning, Healthcare Industry, Process Improvement, Hospitals, eSourcing, Leadership, Supply Chain Management, Supply Chain, Purchasing, Competitive Analysis, Strategy, Cross-functional Team..., Management, Strategic Sourcing
Education
New York University 2001 — 2004
Kellenberg Memorial High School 1991 — 1994
JLL January 2015 - Present
JLL February 2014 - December 2014
GNYHA Services November 2011 - January 2014
GNYHA Services October 2008 - November 2011
GNYHA Services June 2007 - October 2008
AGS Specialists 2006 - 2007
Madison Trading 2004 - 2006
Jefferies & Company 2001 - 2003
Katz Media Group 1998 - 2000
Skills
Healthcare, Financial Analysis, Financial Modeling, Strategic Planning, Healthcare Industry, Process Improvement, Hospitals, eSourcing, Leadership, Supply Chain Management, Supply Chain, Purchasing, Competitive Analysis, Strategy, Cross-functional Team..., Management, Strategic Sourcing
Education
New York University 2001 — 2004
Kellenberg Memorial High School 1991 — 1994
Mandy Banks's Jefferies & Company Experience June 2006 - August 2008
Job Marketing Director at LPK Investment Group
Industry Investment Management
Experience
LPK Investment Group, LLP August 2008 - Present
Jefferies & Company June 2006 - August 2008
BlackRock August 2001 - August 2004
Skills
Hedge Funds, Alternative Investments, Marketing Strategy, Marketing Communications, Investment Management, Investments, Prime Brokerage, Financial Services, Asset Allocation, Private Equity, Portfolio Management, Investment Strategies, Investment Banking, Strategy, Start-ups, Mutual Funds
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing
University of Michigan
Bachelor of Science (BS), Business Administration and Management, General
LPK Investment Group, LLP August 2008 - Present
Jefferies & Company June 2006 - August 2008
BlackRock August 2001 - August 2004
Skills
Hedge Funds, Alternative Investments, Marketing Strategy, Marketing Communications, Investment Management, Investments, Prime Brokerage, Financial Services, Asset Allocation, Private Equity, Portfolio Management, Investment Strategies, Investment Banking, Strategy, Start-ups, Mutual Funds
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing
University of Michigan
Bachelor of Science (BS), Business Administration and Management, General
Scott Bauer Scott Bauer's Jefferies & Company Experience 2001 - 2006
Job Director Electronic/Program Sales at Cowen
Industry Financial Services
Experience
Cowen and Company October 2012 - Present
Nomura Securities June 2010 - October 2012
ITG, Vice President Portfolio Trading September 2007 - June 2010
LaBranche June 2006 - August 2007
Jefferies & Company 2001 - 2006
Goldman Sachs 2000 - 2001
Morgan Stanley 1998 - 2000
Thomson Reuters January 1996 - May 1998
Skills
SQL, Databases, Unix, Application Servers, JavaScript, TCP/IP, Lotus Notes, Excel, Series 7, Series 63
Education
New York University 1997 — 1998
Ramapo College of New Jersey 1991 — 1995
BS, Economics
Cowen and Company October 2012 - Present
Nomura Securities June 2010 - October 2012
ITG, Vice President Portfolio Trading September 2007 - June 2010
LaBranche June 2006 - August 2007
Jefferies & Company 2001 - 2006
Goldman Sachs 2000 - 2001
Morgan Stanley 1998 - 2000
Thomson Reuters January 1996 - May 1998
Skills
SQL, Databases, Unix, Application Servers, JavaScript, TCP/IP, Lotus Notes, Excel, Series 7, Series 63
Education
New York University 1997 — 1998
Ramapo College of New Jersey 1991 — 1995
BS, Economics
Colin Tigh's Jefferies & Company Experience October 2010 - April 2011
Job New Business Development at SimCorp
Industry Banking
Experience
SimCorp March 2015 - Present
Permal Group July 2012 - October 2014
Société Générale May 2011 - July 2012
Jefferies & Company October 2010 - April 2011
Sidoti & Company July 2009 - August 2009
Blue Point Securities June 2009 - July 2009
Morgan Stanley June 2008 - August 2008
Smith Barney June 2006 - August 2006
Skills
Hedge Funds, Bloomberg, Investor Relations, Equities, Alternative Investments, Fixed Income, Series 63, Asset Management
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Chaminade High School 2002 — 2006
SimCorp March 2015 - Present
Permal Group July 2012 - October 2014
Société Générale May 2011 - July 2012
Jefferies & Company October 2010 - April 2011
Sidoti & Company July 2009 - August 2009
Blue Point Securities June 2009 - July 2009
Morgan Stanley June 2008 - August 2008
Smith Barney June 2006 - August 2006
Skills
Hedge Funds, Bloomberg, Investor Relations, Equities, Alternative Investments, Fixed Income, Series 63, Asset Management
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Chaminade High School 2002 — 2006
Ben Liniger Ben Liniger's Jefferies & Company Experience May 2006 - August 2006
Job National Account Manager at Galderma
Industry Pharmaceuticals
Experience
Galderma July 2014 - Present
Alcon Laboratories, Inc. March 2012 - July 2014
Alcon Laboratories, Inc. December 2010 - March 2012
Alcon Laboratories, Inc. March 2010 - January 2011
Alcon March 2008 - March 2010
Wells Fargo January 2007 - March 2008
IBC Investments July 2004 - January 2007
Jefferies & Company May 2006 - August 2006
Bank One (Chase) July 2003 - July 2004
Skills
Strategy, Leadership, Product Launch, Managed Care, Sales Operations, Sales, Analytics, Financial Modeling, Contract Negotiation, Marketing, Market Analysis, Strategic Planning, Management, Financial Analysis, Competitive Analysis, Analysis, Finance, Forecasting, Investments, Valuation, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Non-Degree, Negotiation Training Program, Negotiation
University of Oklahoma 2005 — 2006
MBA
Northeastern State University 1998 — 2002
BBA, Finance
Galderma July 2014 - Present
Alcon Laboratories, Inc. March 2012 - July 2014
Alcon Laboratories, Inc. December 2010 - March 2012
Alcon Laboratories, Inc. March 2010 - January 2011
Alcon March 2008 - March 2010
Wells Fargo January 2007 - March 2008
IBC Investments July 2004 - January 2007
Jefferies & Company May 2006 - August 2006
Bank One (Chase) July 2003 - July 2004
Skills
Strategy, Leadership, Product Launch, Managed Care, Sales Operations, Sales, Analytics, Financial Modeling, Contract Negotiation, Marketing, Market Analysis, Strategic Planning, Management, Financial Analysis, Competitive Analysis, Analysis, Finance, Forecasting, Investments, Valuation, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Non-Degree, Negotiation Training Program, Negotiation
University of Oklahoma 2005 — 2006
MBA
Northeastern State University 1998 — 2002
BBA, Finance
Sarah Hawkins Regan Sarah Hawkins Regan's Jefferies & Company Experience April 2011 - May 2012
Job Vice President, Corporate Access, Bank of America Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 2012 - Present
Jefferies & Company April 2011 - May 2012
Sloane and Company June 2008 - April 2011
Skills
Press Releases, Equities, Equity Research, Investments, Investor Relations, Financial Markets, Securities, Marketing Communications, Series 7
Education
University of Virginia 2004 — 2008
Bachelor's degree
University of Virginia 2004 — 2008
Bachelor of Arts, Art History
New York University
Merrill Lynch June 2012 - Present
Jefferies & Company April 2011 - May 2012
Sloane and Company June 2008 - April 2011
Skills
Press Releases, Equities, Equity Research, Investments, Investor Relations, Financial Markets, Securities, Marketing Communications, Series 7
Education
University of Virginia 2004 — 2008
Bachelor's degree
University of Virginia 2004 — 2008
Bachelor of Arts, Art History
New York University
Matthew Carrozzo Matthew Carrozzo's Jefferies & Company Experience December 2012 - October 2013
Job Treasury Analyst at Jefferies & Company
Industry Financial Services
Experience
Quan-Vest Consultants October 2013 - Present
Roslyn High School November 2012 - Present
Jefferies & Company December 2012 - October 2013
NUSGA August 2011 - January 2013
Port Washington Yacht Club May 2009 - October 2012
YummyFit February 2012 - May 2012
Grand Island Development Committee August 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Access, Data Analysis, Statistics, Microsoft Office, Research, Customer Service, Leadership, Social Media, Corporate Finance, Stock Market Analysis, Statistical Data..., Asset Allocation, Financial Reporting, Hedge Funds, Equities, Fixed Income, Tactical Asset...
Education
Niagara University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Manhasset 2004 — 2008
High School
Quan-Vest Consultants October 2013 - Present
Roslyn High School November 2012 - Present
Jefferies & Company December 2012 - October 2013
NUSGA August 2011 - January 2013
Port Washington Yacht Club May 2009 - October 2012
YummyFit February 2012 - May 2012
Grand Island Development Committee August 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Access, Data Analysis, Statistics, Microsoft Office, Research, Customer Service, Leadership, Social Media, Corporate Finance, Stock Market Analysis, Statistical Data..., Asset Allocation, Financial Reporting, Hedge Funds, Equities, Fixed Income, Tactical Asset...
Education
Niagara University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Manhasset 2004 — 2008
High School
Ben Silberstein's Jefferies & Company Experience June 2011 - August 2011
Job Appraiser at Cushman & Wakefield
Industry Real Estate
Experience
Tufts Sigma Phi Epsilon December 2012 - January 2014
Analysis Group May 2013 - August 2013
Ahab Capital Mangement July 2012 - August 2012
Tufts Sigma Phi Epsilon April 2011 - January 2012
Jefferies & Company June 2011 - August 2011
Skills
Valuation, Economics, Microsoft Office, Financial Modeling, Data Analysis, Finance, Derivatives, Facebook, Stata, Investments, Statistics, Research, Microsoft Excel, Financial Analysis, PowerPoint, Market Research, Microsoft Word, Editing, Photoshop, Flash Animation
Education
Tufts University 2010 — 2014
Quantitative Economics
The Rivers School 2008 — 2010
Riverdale Country School 2006 — 2008
New York University 2007 — 2007
The Town School 1998 — 2006
Tufts Sigma Phi Epsilon December 2012 - January 2014
Analysis Group May 2013 - August 2013
Ahab Capital Mangement July 2012 - August 2012
Tufts Sigma Phi Epsilon April 2011 - January 2012
Jefferies & Company June 2011 - August 2011
Skills
Valuation, Economics, Microsoft Office, Financial Modeling, Data Analysis, Finance, Derivatives, Facebook, Stata, Investments, Statistics, Research, Microsoft Excel, Financial Analysis, PowerPoint, Market Research, Microsoft Word, Editing, Photoshop, Flash Animation
Education
Tufts University 2010 — 2014
Quantitative Economics
The Rivers School 2008 — 2010
Riverdale Country School 2006 — 2008
New York University 2007 — 2007
The Town School 1998 — 2006
Mike McGown Mike McGown's Jefferies & Company Experience September 2003 - March 2006
Job Chief Financial Officer at Magnum Energy
Industry Oil & Energy
Experience
Magnum Energy January 2010 - Present
Madagascar Oil March 2006 - December 2009
Jefferies & Company September 2003 - March 2006
Vinson & Elkins October 1999 - September 2003
Skills
Capital Budgeting, Financial Modeling, Corporate Finance, Deal Structuring, Project Finance, International Finance, Structured Finance, Mergers, International Tax, International Business, International..., International Project..., Africa, Energy, Renewable Energy, Oil&Gas, Cash Management, Cash Flow Forecasting, Investment Banking, Investment Advisory, Alternative Investments, Power Generation, Private Equity, Private Placements, Debt Structuring, Debt Restructuring, IPO, Joint Ventures, Venture Capital, Venture Finance, Financial Analysis, Financial Control, Financial Reporting, Legal Issues, Corporate Law, Tax Law, Legal Compliance, Project Execution, Banking, Turnaround, Restructuring, Deal Execution, Oil, Midstream, Capital, Business Strategy, Business Planning, Internal Controls, Project Management, Divestitures
Education
South Texas College of Law 1996 — 1999
J.D., Law
Princeton University 1991 — 1995
A.B., Politics
Magnum Energy January 2010 - Present
Madagascar Oil March 2006 - December 2009
Jefferies & Company September 2003 - March 2006
Vinson & Elkins October 1999 - September 2003
Skills
Capital Budgeting, Financial Modeling, Corporate Finance, Deal Structuring, Project Finance, International Finance, Structured Finance, Mergers, International Tax, International Business, International..., International Project..., Africa, Energy, Renewable Energy, Oil&Gas, Cash Management, Cash Flow Forecasting, Investment Banking, Investment Advisory, Alternative Investments, Power Generation, Private Equity, Private Placements, Debt Structuring, Debt Restructuring, IPO, Joint Ventures, Venture Capital, Venture Finance, Financial Analysis, Financial Control, Financial Reporting, Legal Issues, Corporate Law, Tax Law, Legal Compliance, Project Execution, Banking, Turnaround, Restructuring, Deal Execution, Oil, Midstream, Capital, Business Strategy, Business Planning, Internal Controls, Project Management, Divestitures
Education
South Texas College of Law 1996 — 1999
J.D., Law
Princeton University 1991 — 1995
A.B., Politics
Chris Donat, CFA Chris Donat, CFA's Jefferies & Company Experience June 2003 - August 2005
Job Managing Director at Sandler O'Neill
Industry Capital Markets
Experience
Sandler O'Neill August 2005 - Present
Jefferies & Company June 2003 - August 2005
Brilleon Capital August 2001 - May 2003
Robertson Stephens January 1999 - August 2001
White & Case March 1996 - June 1998
Atlantic Council of the United States September 1991 - August 1993
Skills
Capital Markets, Equity Research, Trading, Banking, Start-ups, Mutual Funds, Hedge Funds, Equities, Valuation, Investment Banking, Private Equity, Bloomberg, Fixed Income, Financial Modeling
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
M.A., International Economics and European Studies
Pomona College 1987 — 1991
B.A., International Relations
Summit Senior High School 1984 — 1987
Sandler O'Neill August 2005 - Present
Jefferies & Company June 2003 - August 2005
Brilleon Capital August 2001 - May 2003
Robertson Stephens January 1999 - August 2001
White & Case March 1996 - June 1998
Atlantic Council of the United States September 1991 - August 1993
Skills
Capital Markets, Equity Research, Trading, Banking, Start-ups, Mutual Funds, Hedge Funds, Equities, Valuation, Investment Banking, Private Equity, Bloomberg, Fixed Income, Financial Modeling
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
M.A., International Economics and European Studies
Pomona College 1987 — 1991
B.A., International Relations
Summit Senior High School 1984 — 1987
Debra Dreskin Debra Dreskin's Jefferies & Company Experience January 2010 - September 2010
Job Contract Researcher
Industry Information Services
Experience
Jefferies & Company January 2010 - September 2010
Rothschild May 2005 - July 2008
Arthur Andersen June 2000 - April 2002
BusinessWeek July 1995 - January 2000
Education
Oberlin College
B.A., Music
Pratt Institute
MLIS
Jefferies & Company January 2010 - September 2010
Rothschild May 2005 - July 2008
Arthur Andersen June 2000 - April 2002
BusinessWeek July 1995 - January 2000
Education
Oberlin College
B.A., Music
Pratt Institute
MLIS
Joe LoRusso, CAMS Joe LoRusso, CAMS's Jefferies & Company Experience May 2010 - June 2010
Job Compliance Consultant at Telavance, Inc.
Industry Financial Services
Experience
Telavance, Inc. July 2015 - Present
JPMorgan Chase May 2014 - July 2015
JPMorgan Chase May 2013 - April 2014
HSBC Bank USA June 2011 - December 2012
United Bank for Africa September 2010 - August 2011
Deutsche Bank July 2010 - September 2010
Jefferies & Company May 2010 - June 2010
TD Bank February 2010 - April 2010
Daylight Forensic & Advisory LLC January 2008 - August 2009
Madison Consulting Group August 2005 - December 2007
Skills
AML, KYC, Due Diligence, CAMS, Private Investigations, Forensic Analysis, Auditing, Risk Management, Financial Risk, Securities, Fraud, Equities, Enterprise Risk..., Risk Assessment, Financial Services, Compliance, OFAC, Bank Secrecy Act, USA PATRIOT Act, Certified Anti-Money..., Forensic Accounting, Anti Money Laundering, FCPA, Operational Risk, Regulations, Operational Risk..., Financial Institutions, Financial Regulation, Quality Auditing, Loans, Sanction, FINRA, Corporate Governance, Trade Finance
Education
Pace University - Lubin School of Business 1980 — 1991
Finance
Telavance, Inc. July 2015 - Present
JPMorgan Chase May 2014 - July 2015
JPMorgan Chase May 2013 - April 2014
HSBC Bank USA June 2011 - December 2012
United Bank for Africa September 2010 - August 2011
Deutsche Bank July 2010 - September 2010
Jefferies & Company May 2010 - June 2010
TD Bank February 2010 - April 2010
Daylight Forensic & Advisory LLC January 2008 - August 2009
Madison Consulting Group August 2005 - December 2007
Skills
AML, KYC, Due Diligence, CAMS, Private Investigations, Forensic Analysis, Auditing, Risk Management, Financial Risk, Securities, Fraud, Equities, Enterprise Risk..., Risk Assessment, Financial Services, Compliance, OFAC, Bank Secrecy Act, USA PATRIOT Act, Certified Anti-Money..., Forensic Accounting, Anti Money Laundering, FCPA, Operational Risk, Regulations, Operational Risk..., Financial Institutions, Financial Regulation, Quality Auditing, Loans, Sanction, FINRA, Corporate Governance, Trade Finance
Education
Pace University - Lubin School of Business 1980 — 1991
Finance
Christopher Curran, CPA, CISA Christopher Curran, CPA, CISA's Jefferies & Company Experience 2011 - Present
Job Vice President, Technology Audit at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company 2011 - Present
Barclays Capital 2010 - 2011
The Bank of New York Mellon 2001 - 2010
D'Arcangelo & Co., LLP 1997 - 2001
Skills
IT Audit, Internal Audit, CISA, Internal Controls, Auditing, Risk Assessment, Information Security, Security, Financial Audits, Software Documentation, Analysis, Sarbanes-Oxley Act
Education
Pace University 1995 — 1999
MBA, Information Systems
State University of New York College at Plattsburgh 1990 — 1995
BS, Accounting
Jefferies & Company 2011 - Present
Barclays Capital 2010 - 2011
The Bank of New York Mellon 2001 - 2010
D'Arcangelo & Co., LLP 1997 - 2001
Skills
IT Audit, Internal Audit, CISA, Internal Controls, Auditing, Risk Assessment, Information Security, Security, Financial Audits, Software Documentation, Analysis, Sarbanes-Oxley Act
Education
Pace University 1995 — 1999
MBA, Information Systems
State University of New York College at Plattsburgh 1990 — 1995
BS, Accounting
Rita DiDomenico Rita DiDomenico's Jefferies & Company Experience July 2011 - Present
Job Senior Vice President Futures and Fx Division at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2011 - Present
Bache Commodities January 1998 - June 2011
Prudential Financial March 1986 - January 1998
Skills
Risk Management, Capital Markets, FX Options, Derivatives, Trading Systems, Options, Equities, Financial Markets, Hedge Funds, Asset Management, Hedging, Portfolio Management
Education
Pace University
Bachelor's degree
Jefferies & Company July 2011 - Present
Bache Commodities January 1998 - June 2011
Prudential Financial March 1986 - January 1998
Skills
Risk Management, Capital Markets, FX Options, Derivatives, Trading Systems, Options, Equities, Financial Markets, Hedge Funds, Asset Management, Hedging, Portfolio Management
Education
Pace University
Bachelor's degree
Shameen Motiwala, MQF, CIMA's Jefferies & Company Experience January 2002 - June 2002
Job Entrepreneur, Investor and Performance Consultant
Industry Professional Training & Coaching
Experience
Centre Asset Management, LLC June 2014 - March 2015
Equinox Fund Management, LLC March 2013 - May 2014
Salient Partners November 2010 - February 2012
Merrill Lynch - The Scandariato Group September 2005 - October 2010
Merrill Lynch June 2003 - August 2005
Jefferies & Company January 2002 - June 2002
Merrill Lynch June 1998 - February 2001
Skills
Alternative Investments, Equities, Asset Allocation, Series 7, Series 65, Series 63, Hedge Funds, Fixed Income, Business Development, Relationship Management, CIMA, CRPC, Quantitative Finance, RIAs, Private Equity, Managed Futures, Separately Managed..., Mutual Funds, Asset Management, Portfolio Management, Finance, Wealth Management, Securities, Asset Managment, Investments, Financial Services, ETFs, Investment Strategies, Investment Advisory, Bloomberg, Retirement, Options, Financial Advisory
Education
Princeton University
Computer Science
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Masters, Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BS, Finance and Computer Science
Centre Asset Management, LLC June 2014 - March 2015
Equinox Fund Management, LLC March 2013 - May 2014
Salient Partners November 2010 - February 2012
Merrill Lynch - The Scandariato Group September 2005 - October 2010
Merrill Lynch June 2003 - August 2005
Jefferies & Company January 2002 - June 2002
Merrill Lynch June 1998 - February 2001
Skills
Alternative Investments, Equities, Asset Allocation, Series 7, Series 65, Series 63, Hedge Funds, Fixed Income, Business Development, Relationship Management, CIMA, CRPC, Quantitative Finance, RIAs, Private Equity, Managed Futures, Separately Managed..., Mutual Funds, Asset Management, Portfolio Management, Finance, Wealth Management, Securities, Asset Managment, Investments, Financial Services, ETFs, Investment Strategies, Investment Advisory, Bloomberg, Retirement, Options, Financial Advisory
Education
Princeton University
Computer Science
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Masters, Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BS, Finance and Computer Science
Lavinder Liddar Lavinder Liddar's Jefferies & Company Experience June 2009 - August 2009
Job Director at Conduce Inc.
Industry Computer Software
Experience
Booz & Company October 2010 - October 2014
Jefferies & Company June 2009 - August 2009
Boeing May 2007 - August 2008
The Boeing Company March 2005 - May 2007
The Boeing Company January 2002 - March 2005
Skills
Program Management, Strategy, Aerospace, Leadership, Defense, New Business Development, Cross-functional Team..., Engineering Management, Financial Modeling, Business Strategy, Venture Capital, Management Consulting, Analytics, Strategic Technology..., Proposal Writing, Enterprise Software, DoD
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA & MEM, Management and Strategy, Design and Operations
University of Michigan 1997 — 2001
B.S., Mechanical Engineering
Booz & Company October 2010 - October 2014
Jefferies & Company June 2009 - August 2009
Boeing May 2007 - August 2008
The Boeing Company March 2005 - May 2007
The Boeing Company January 2002 - March 2005
Skills
Program Management, Strategy, Aerospace, Leadership, Defense, New Business Development, Cross-functional Team..., Engineering Management, Financial Modeling, Business Strategy, Venture Capital, Management Consulting, Analytics, Strategic Technology..., Proposal Writing, Enterprise Software, DoD
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA & MEM, Management and Strategy, Design and Operations
University of Michigan 1997 — 2001
B.S., Mechanical Engineering
Lauren Brueggen's Jefferies & Company Experience July 2004 - July 2007
Job Principal at Spring Mountain Capital
Industry Financial Services
Experience
Spring Mountain Capital 2015 - Present
Spring Mountain Capital July 2011 - 2014
The Wicks Group July 2007 - July 2011
Jefferies & Company July 2004 - July 2007
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Finance, Restructuring, Venture Capital
Education
Northwestern University 2000 — 2004
BA, Economics
Narragansett High School
Northwestern University
Spring Mountain Capital 2015 - Present
Spring Mountain Capital July 2011 - 2014
The Wicks Group July 2007 - July 2011
Jefferies & Company July 2004 - July 2007
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Finance, Restructuring, Venture Capital
Education
Northwestern University 2000 — 2004
BA, Economics
Narragansett High School
Northwestern University
Arman Oganisian's Jefferies & Company Experience June 2012 - August 2012
Job Analyst at Analysis Group
Industry Financial Services
Experience
Analysis Group June 2013 - Present
Jefferies & Company June 2012 - August 2012
Thomson Reuters June 2011 - August 2011
Skills
SAS, VBA, R, Matlab, LaTeX, Stata, Microsoft Excel, Statistics, Econometrics, Github
Education
Providence College 2009 — 2013
BA, Quantitative Economics; Mathematics
St. John's High School 2005 — 2009
Analysis Group June 2013 - Present
Jefferies & Company June 2012 - August 2012
Thomson Reuters June 2011 - August 2011
Skills
SAS, VBA, R, Matlab, LaTeX, Stata, Microsoft Excel, Statistics, Econometrics, Github
Education
Providence College 2009 — 2013
BA, Quantitative Economics; Mathematics
St. John's High School 2005 — 2009
Thaddeus Davis's Jefferies & Company Experience 2009 - Present
Job Senior Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies & Company 2009 - Present
UBS Investment Bank 2004 - 2009
Caremark 2002 - 2004
Networks 2001 - 2002
USWeb/CKS - Mitchell Madison Group 1999 - 2001
James Martin 1997 - 1999
Skills
Mergers, Investment Banking, Risk Management, Financial Modeling, Equities, Valuation, Corporate Finance, Capital Markets, Portfolio Management, Financial Analysis, Business Analysis, Fixed Income, Investments, Business Process..., Asset Managment, Capital Structure, LBO, M, Leveraged Finance, Private Equity
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Purdue University 1993 — 1997
Bachelors of Science
Jefferies & Company 2009 - Present
UBS Investment Bank 2004 - 2009
Caremark 2002 - 2004
Networks 2001 - 2002
USWeb/CKS - Mitchell Madison Group 1999 - 2001
James Martin 1997 - 1999
Skills
Mergers, Investment Banking, Risk Management, Financial Modeling, Equities, Valuation, Corporate Finance, Capital Markets, Portfolio Management, Financial Analysis, Business Analysis, Fixed Income, Investments, Business Process..., Asset Managment, Capital Structure, LBO, M, Leveraged Finance, Private Equity
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Purdue University 1993 — 1997
Bachelors of Science
Chris Hwang's Jefferies & Company Experience June 2008 - June 2011
Job Vice President, Strategy, Business & Corporate Development, Advisor, Operator
Industry Internet
Experience
Pond5 July 2011 - November 2014
Jefferies & Company June 2008 - June 2011
St. Charles Capital June 2007 - January 2008
Skills
Financial Analysis, Strategic Partnerships, Business Development, Marketing, Valuation, Strategic Planning, Organizational..., Project Management, Financial Modeling, Business Strategy, Venture Capital, Start-ups, Product Management, Mergers, Entrepreneurship, Consulting, E-commerce, Analysis, Analytics, Training, Digital Media, Finance, Market Research, Mergers & Acquisitions, Private Equity, Investment Banking, Executive Management, Strategy, Management Consulting, Competitive Analysis, Sales, Corporate Development, SEO, Digital Strategy, CRM, Web Video, New Business Development, Mobile Devices, Online Advertising, Online Marketing, Business Planning, Mobile Applications, Digital Marketing, Product Marketing, Integrated Marketing, Leadership
Education
Northwestern University 2002 — 2006
Pond5 July 2011 - November 2014
Jefferies & Company June 2008 - June 2011
St. Charles Capital June 2007 - January 2008
Skills
Financial Analysis, Strategic Partnerships, Business Development, Marketing, Valuation, Strategic Planning, Organizational..., Project Management, Financial Modeling, Business Strategy, Venture Capital, Start-ups, Product Management, Mergers, Entrepreneurship, Consulting, E-commerce, Analysis, Analytics, Training, Digital Media, Finance, Market Research, Mergers & Acquisitions, Private Equity, Investment Banking, Executive Management, Strategy, Management Consulting, Competitive Analysis, Sales, Corporate Development, SEO, Digital Strategy, CRM, Web Video, New Business Development, Mobile Devices, Online Advertising, Online Marketing, Business Planning, Mobile Applications, Digital Marketing, Product Marketing, Integrated Marketing, Leadership
Education
Northwestern University 2002 — 2006
Joe Kwok's Jefferies & Company Experience July 2007 - June 2009
Job
Industry Investment Management
Experience
Murphy Capital Management August 2010 - Present
Jefferies & Company July 2007 - June 2009
Putnam Lovell NBF 2000 - 2007
First American International Bank 1999 - 2000
Education
New York University 1999 — 2000
MS
Stanford University 1994 — 1998
BS
Stuyvesant High School 1990 — 1994
Murphy Capital Management August 2010 - Present
Jefferies & Company July 2007 - June 2009
Putnam Lovell NBF 2000 - 2007
First American International Bank 1999 - 2000
Education
New York University 1999 — 2000
MS
Stanford University 1994 — 1998
BS
Stuyvesant High School 1990 — 1994
Sunil Suri's Jefferies & Company Experience July 2010 - July 2012
Job Portfolio Management at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors July 2012 - Present
Jefferies & Company July 2010 - July 2012
Sidley Austin LLP July 2006 - September 2008
Baker & Hostetler LLP 2004 - 2006
Skills
Mergers & Acquisitions, Investment Management, Investment Banking, Valuation, Corporate Governance, Private Equity, Hedge Funds, Capital Markets
Education
The University of Chicago - Booth School of Business
MBA
New York University School of Law
JD
University of Virginia
BA, Economics
Orange High School
Dimensional Fund Advisors July 2012 - Present
Jefferies & Company July 2010 - July 2012
Sidley Austin LLP July 2006 - September 2008
Baker & Hostetler LLP 2004 - 2006
Skills
Mergers & Acquisitions, Investment Management, Investment Banking, Valuation, Corporate Governance, Private Equity, Hedge Funds, Capital Markets
Education
The University of Chicago - Booth School of Business
MBA
New York University School of Law
JD
University of Virginia
BA, Economics
Orange High School
Leonard Bernstein's Jefferies & Company Experience March 2011 - Present
Job VP Fixed Income/Treasury/Security Finance at Jefferies & Company
Industry Investment Management
Experience
Jefferies & Company March 2011 - Present
BlueCrest Capital Management, LLP (New York Division) February 2010 - March 2011
AllianceBernstein, New York October 1999 - February 2010
Deutsche Bank, New York October 1998 - October 1999
Merrill Lynch, New York April 1996 - October 1998
AT&T, Lucent Technologies (spin-off of AT&T), New Jersey May 1993 - April 1996
Skills
Technical Project..., Business Analysis, Software Development, C#, SQL Server, C++, WCF, NHibernate, Oracle, WPF, .NET, ASP.NET, Databases, Fixed Income, Microsoft SQL Server, SDLC, SOA, Trading Systems, VBA, Equities, Derivatives, Capital Markets, Bloomberg, SQL
Education
New York University 1993 — 1995
Master Of Science, Computer Science and Mathematics
New York University 1991 — 1993
Bachelor of Arts, Computer Science, Mathematics
Odessa College of Industrial Automatics 1986 — 1990
BS, Industrial Systems Automation
Jefferies & Company March 2011 - Present
BlueCrest Capital Management, LLP (New York Division) February 2010 - March 2011
AllianceBernstein, New York October 1999 - February 2010
Deutsche Bank, New York October 1998 - October 1999
Merrill Lynch, New York April 1996 - October 1998
AT&T, Lucent Technologies (spin-off of AT&T), New Jersey May 1993 - April 1996
Skills
Technical Project..., Business Analysis, Software Development, C#, SQL Server, C++, WCF, NHibernate, Oracle, WPF, .NET, ASP.NET, Databases, Fixed Income, Microsoft SQL Server, SDLC, SOA, Trading Systems, VBA, Equities, Derivatives, Capital Markets, Bloomberg, SQL
Education
New York University 1993 — 1995
Master Of Science, Computer Science and Mathematics
New York University 1991 — 1993
Bachelor of Arts, Computer Science, Mathematics
Odessa College of Industrial Automatics 1986 — 1990
BS, Industrial Systems Automation
Jefferson Rives Jr's Jefferies & Company Experience 2010 - 2011
Job Vice President, Healthcare Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2015 - Present
Morgan Stanley 2011 - 2015
Jefferies & Company 2010 - 2011
Training the Street 2010 - 2010
Franklin Street Partners 2005 - 2008
Skills
Healthcare, Investment Banking, Corporate Finance, Mergers, Equities, Debt, Financial Modeling, Valuation, LBO, Transaction Experience, Venture Capital, M&A experience, Asset Allocation, Due Diligence, Financial Analysis, Corporate Development, Private Equity, Capital Markets, Fixed Income, IPO, Business Valuation, Financial Structuring, Healthcare Information..., HCIT, CRO, Pharmaceutical..., Investments, Healthcare Banking, Healthcare Industry, Mergers & Acquisitions, Alternative Investments, Emerging Markets, Hedge Funds, Equity Research, Bloomberg, Asset Management, Leveraged Finance, Finance, Financial Advisory, Portfolio Management, Investment Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Healthcare
University of North Carolina at Chapel Hill
BA, Economics
Wells Fargo Securities 2015 - Present
Morgan Stanley 2011 - 2015
Jefferies & Company 2010 - 2011
Training the Street 2010 - 2010
Franklin Street Partners 2005 - 2008
Skills
Healthcare, Investment Banking, Corporate Finance, Mergers, Equities, Debt, Financial Modeling, Valuation, LBO, Transaction Experience, Venture Capital, M&A experience, Asset Allocation, Due Diligence, Financial Analysis, Corporate Development, Private Equity, Capital Markets, Fixed Income, IPO, Business Valuation, Financial Structuring, Healthcare Information..., HCIT, CRO, Pharmaceutical..., Investments, Healthcare Banking, Healthcare Industry, Mergers & Acquisitions, Alternative Investments, Emerging Markets, Hedge Funds, Equity Research, Bloomberg, Asset Management, Leveraged Finance, Finance, Financial Advisory, Portfolio Management, Investment Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Healthcare
University of North Carolina at Chapel Hill
BA, Economics
Maksim Yelyashkevich's Jefferies & Company Experience February 2007 - Present
Job Assistant Vice President at Jefferies & Co.
Industry Financial Services
Experience
Jefferies & Company February 2007 - Present
Interactive Brokers Group LLC September 2002 - February 2007
Education
New York University - Polytechnic School of Engineering 1997 — 2001
Jefferies & Company February 2007 - Present
Interactive Brokers Group LLC September 2002 - February 2007
Education
New York University - Polytechnic School of Engineering 1997 — 2001
Elliott Edghill's Jefferies & Company Experience Project LeadNutrisystems Inc.June 2007 - Present
Job Project Lead at Nutrisystems Inc.
Industry Banking
Experience
Jefferies & Company Project LeadNutrisystems Inc.June 2007 - Present
Kenan Systems November 1998 - November 2006
Education
New York University - Polytechnic School of Engineering
Jefferies & Company Project LeadNutrisystems Inc.June 2007 - Present
Kenan Systems November 1998 - November 2006
Education
New York University - Polytechnic School of Engineering
Damarys Dominguez's Jefferies & Company Experience January 1990 - June 2007
Job Executive Assistant
Industry Financial Services
Experience
Wasserstein & Co. June 2007 - Present
Jefferies & Company January 1990 - June 2007
Shelburne Murray Hill Hotel - NY 1985 - 1989
Skills
Equities, Equity Trading, Series 7, Trading, Securities, Investments, Capital Markets, Trading Systems, Electronic Trading, Financial Services, Asset Management, Options, Financial Markets, Private Equity
Education
Nyack College
B.S., Organizational Management
Wasserstein & Co. June 2007 - Present
Jefferies & Company January 1990 - June 2007
Shelburne Murray Hill Hotel - NY 1985 - 1989
Skills
Equities, Equity Trading, Series 7, Trading, Securities, Investments, Capital Markets, Trading Systems, Electronic Trading, Financial Services, Asset Management, Options, Financial Markets, Private Equity
Education
Nyack College
B.S., Organizational Management
Gabe Lewis's Jefferies & Company Experience 2010 - September 2012
Job Manager at Zolfo Cooper
Industry Investment Banking
Experience
Zolfo Cooper May 2014 - Present
Alvarez & Marsal 2012 - 2014
Jefferies & Company 2010 - September 2012
Houlihan Lokey Howard & Zukin 2006 - 2009
Aida Capital 2004 - 2006
Concordia Advisors 2003 - 2004
Skills
Credit Research, Equity Analysis, Restructuring, Distressed Debt, Trading, Risk Management, Portfolio Construction, Hedge Fund Manager..., Real Estate, Portfolio Management, Mergers & Acquisitions, Investments, Finance
Education
New York University
Bangor High School
Zolfo Cooper May 2014 - Present
Alvarez & Marsal 2012 - 2014
Jefferies & Company 2010 - September 2012
Houlihan Lokey Howard & Zukin 2006 - 2009
Aida Capital 2004 - 2006
Concordia Advisors 2003 - 2004
Skills
Credit Research, Equity Analysis, Restructuring, Distressed Debt, Trading, Risk Management, Portfolio Construction, Hedge Fund Manager..., Real Estate, Portfolio Management, Mergers & Acquisitions, Investments, Finance
Education
New York University
Bangor High School
Scott Glowinski's Jefferies & Company Experience March 2013 - January 2014
Job Investment Banking Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank November 2014 - Present
Jefferies LLC January 2014 - October 2014
Jefferies & Company March 2013 - January 2014
Cain Brothers January 2013 - March 2013
Cain Brothers July 2010 - January 2013
Cain Brothers May 2007 - June 2010
Bank Street Group May 2006 - August 2006
Unilever HPC January 2005 - August 2005
Education
Penn State University 2002 — 2006
B.S. Finance, B.A. Economics
Deutsche Bank November 2014 - Present
Jefferies LLC January 2014 - October 2014
Jefferies & Company March 2013 - January 2014
Cain Brothers January 2013 - March 2013
Cain Brothers July 2010 - January 2013
Cain Brothers May 2007 - June 2010
Bank Street Group May 2006 - August 2006
Unilever HPC January 2005 - August 2005
Education
Penn State University 2002 — 2006
B.S. Finance, B.A. Economics
Amandeep Anand's Jefferies & Company Experience August 2010 - March 2013
Job Vice President, Software Investment Banking at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2013 - Present
Jefferies & Company August 2010 - March 2013
UBS Investment Bank September 2009 - May 2010
Qualcomm, Inc. June 2006 - September 2007
Qualcomm, Inc. March 2004 - June 2006
Filtronic October 2003 - March 2004
Skyworks 2001 - 2003
Skills
Valuation, Investment Banking, Equities, Financial Modeling, Venture Capital, Mergers, Product Management, Competitive Analysis, Start-ups, Corporate Finance, Corporate Development, Product Development, Strategy, Equity Research, Entrepreneurship, Due Diligence, M&A experience, Wireless, Business Strategy, Private Equity, Mergers & Acquisitions, Emerging Markets, Finance, Capital Markets, LBO, IPO, Business Development
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Accounting, Technology Industry Management
University of California, Santa Barbara 2001 — 2003
MS, Electrical Engineering
University of California, Santa Barbara 1998 — 2001
BS, Electrical Engineering
Wells Fargo Securities April 2013 - Present
Jefferies & Company August 2010 - March 2013
UBS Investment Bank September 2009 - May 2010
Qualcomm, Inc. June 2006 - September 2007
Qualcomm, Inc. March 2004 - June 2006
Filtronic October 2003 - March 2004
Skyworks 2001 - 2003
Skills
Valuation, Investment Banking, Equities, Financial Modeling, Venture Capital, Mergers, Product Management, Competitive Analysis, Start-ups, Corporate Finance, Corporate Development, Product Development, Strategy, Equity Research, Entrepreneurship, Due Diligence, M&A experience, Wireless, Business Strategy, Private Equity, Mergers & Acquisitions, Emerging Markets, Finance, Capital Markets, LBO, IPO, Business Development
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Accounting, Technology Industry Management
University of California, Santa Barbara 2001 — 2003
MS, Electrical Engineering
University of California, Santa Barbara 1998 — 2001
BS, Electrical Engineering
Peter Zlatopolsky's Jefferies & Company Experience July 2013 - Present
Job Peoplesoft Technical Consultant at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2013 - Present
NYSE Euronext March 2012 - April 2013
Madison Square Garden March 2010 - September 2011
NYC - Financial Information Services Agency March 2008 - March 2010
Z Corp 2001 - April 2008
Price Waterhouse Management Consultants October 1997 - May 2001
BIT 1995 - 1997
CQR January 1993 - August 1994
Ross Systems 1991 - 1992
GL Associates 1985 - 1988
Skills
PeopleSoft, Benefits, ADP, HRIS, Employee Benefits, Payroll, ERP Implementations, ERP, ADP Payroll, PeopleTools, Oracle, Software Documentation, Data Conversion, SQR, Integration, Human Resources, PeopleCode, SQL, SDLC
Education
New York Institute of Technology 1988 — 1991
Bachelor's Degree, Management Information Systems, General
Jefferies & Company July 2013 - Present
NYSE Euronext March 2012 - April 2013
Madison Square Garden March 2010 - September 2011
NYC - Financial Information Services Agency March 2008 - March 2010
Z Corp 2001 - April 2008
Price Waterhouse Management Consultants October 1997 - May 2001
BIT 1995 - 1997
CQR January 1993 - August 1994
Ross Systems 1991 - 1992
GL Associates 1985 - 1988
Skills
PeopleSoft, Benefits, ADP, HRIS, Employee Benefits, Payroll, ERP Implementations, ERP, ADP Payroll, PeopleTools, Oracle, Software Documentation, Data Conversion, SQR, Integration, Human Resources, PeopleCode, SQL, SDLC
Education
New York Institute of Technology 1988 — 1991
Bachelor's Degree, Management Information Systems, General
Kurt Ahrens, CFA's Jefferies & Company Experience August 2010 - Present
Job Vice president Municipal Bond trading at Jefferies & Company
Industry Banking
Experience
Jefferies & Company August 2010 - Present
JP Morgan January 2006 - July 2010
JP Morgan January 2003 - December 2005
Skills
Derivatives, Securities, Trading, Investments, Bonds, Risk Management, Swaps, Hedging, Fixed Income, Capital Markets, Series 7, Bloomberg, Investment Banking, Series 63, Portfolio Management, Sales
Education
Pace University 1999 — 2003
BA, Finance
Monsignor Farrell High School 1996 — 1999
Jefferies & Company August 2010 - Present
JP Morgan January 2006 - July 2010
JP Morgan January 2003 - December 2005
Skills
Derivatives, Securities, Trading, Investments, Bonds, Risk Management, Swaps, Hedging, Fixed Income, Capital Markets, Series 7, Bloomberg, Investment Banking, Series 63, Portfolio Management, Sales
Education
Pace University 1999 — 2003
BA, Finance
Monsignor Farrell High School 1996 — 1999
Ahmed Shareef's Jefferies & Company Experience August 2011 - Present
Job
Industry Financial Services
Experience
Jefferies & Company August 2011 - Present
Bank of America Merrill Lynch June 2009 - July 2011
Banc of America Securities March 2005 - June 2009
Merrill Lynch 2001 - February 2005
Herzog Heine Geduld August 1997 - 2001
Waterhouse Securities 1993 - 1997
Skills
Equity Derivatives, Equities, Risk, Trading Systems, Risk Management, Derivatives, Equity Trading
Education
CFA Institute 2009 — 2009
- Passed CFA Step 1 exam in June 2009.
Polytechnic University 1993 — 1995
MS, Computer Science
Osmania University 1988 — 1992
BS, Computer Science
Jefferies & Company August 2011 - Present
Bank of America Merrill Lynch June 2009 - July 2011
Banc of America Securities March 2005 - June 2009
Merrill Lynch 2001 - February 2005
Herzog Heine Geduld August 1997 - 2001
Waterhouse Securities 1993 - 1997
Skills
Equity Derivatives, Equities, Risk, Trading Systems, Risk Management, Derivatives, Equity Trading
Education
CFA Institute 2009 — 2009
- Passed CFA Step 1 exam in June 2009.
Polytechnic University 1993 — 1995
MS, Computer Science
Osmania University 1988 — 1992
BS, Computer Science
Connie Chiang's Jefferies & Company Experience August 2004 - April 2013
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays April 2013 - Present
Jefferies & Company August 2004 - April 2013
Skills
Financial Modeling, Investment Banking, Valuation, Management, Private Equity, Equities
Education
Northwestern University 2000 — 2004
BA, Economics and Mathematical Methods in the Social Sciences
Barclays April 2013 - Present
Jefferies & Company August 2004 - April 2013
Skills
Financial Modeling, Investment Banking, Valuation, Management, Private Equity, Equities
Education
Northwestern University 2000 — 2004
BA, Economics and Mathematical Methods in the Social Sciences
Christopher Liu, CFA's Jefferies & Company Experience August 2011 - February 2014
Job Senior Manager, Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Jefferies & Company August 2011 - February 2014
Conversus Asset Management July 2007 - July 2009
Bank of America September 2006 - July 2007
CSC Consulting August 2004 - September 2006
Education
University of Chicago 2009 — 2011
MBA, Finance, Accounting and Entrepreneurship
Northwestern University 2000 — 2004
B.S., Industrial Engineering and Major in Economics
Taipei American School 1996 — 2000
IB Diploma
Charles Schwab March 2014 - Present
Jefferies & Company August 2011 - February 2014
Conversus Asset Management July 2007 - July 2009
Bank of America September 2006 - July 2007
CSC Consulting August 2004 - September 2006
Education
University of Chicago 2009 — 2011
MBA, Finance, Accounting and Entrepreneurship
Northwestern University 2000 — 2004
B.S., Industrial Engineering and Major in Economics
Taipei American School 1996 — 2000
IB Diploma
Roxane Snipe's Jefferies & Company Experience November 2004 - December 2009
Job Research Coordinator at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) December 2014 - Present
Susquehanna International Group August 2010 - Present
Jefferies & Company November 2004 - December 2009
Blaylock & Company February 2001 - October 2004
Skills
FINRA, Equities, Series 7, Capital Markets, Hedge Funds, Bloomberg, Securities, Equity Research, Investment Banking, Valuation, Fixed Income, Series 63, Series 24, Financial Modeling, Investments, Due Diligence, Private Equity, Asset Managment, Corporate Finance, Trading, Financial Markets, Options, Equity Valuation
Education
State University of New York College at Purchase 1996 — 2000
Bachelor of Arts, Political Science
Susquehanna International Group, LLP (SIG) December 2014 - Present
Susquehanna International Group August 2010 - Present
Jefferies & Company November 2004 - December 2009
Blaylock & Company February 2001 - October 2004
Skills
FINRA, Equities, Series 7, Capital Markets, Hedge Funds, Bloomberg, Securities, Equity Research, Investment Banking, Valuation, Fixed Income, Series 63, Series 24, Financial Modeling, Investments, Due Diligence, Private Equity, Asset Managment, Corporate Finance, Trading, Financial Markets, Options, Equity Valuation
Education
State University of New York College at Purchase 1996 — 2000
Bachelor of Arts, Political Science
Ed Jobst's Jefferies & Company Experience August 2007 - September 2012
Job Executive Director Nomura Securities International
Industry Financial Services
Experience
Nomura Securities September 2012 - Present
Jefferies & Company August 2007 - September 2012
Citigroup 2003 - 2007
Morgan Stanley Dean Witter 1998 - 2003
Paine Webber 1994 - 1998
Skills
Series 7, Fixed Income, Trading, Investment Banking, Investments, Series 24, Series 55, Series 63, Emerging Markets, Bonds, Capital Markets, Hedge Funds, Electronic Trading, Bloomberg, Asset Management, Credit Derivatives, FINRA, Financial Markets, Portfolio Management, Structured Products
Education
Providence College 1989 — 1993
Bachelor of Arts (B.A.)
Don Bosco Prep 1985 — 1989
Nomura Securities September 2012 - Present
Jefferies & Company August 2007 - September 2012
Citigroup 2003 - 2007
Morgan Stanley Dean Witter 1998 - 2003
Paine Webber 1994 - 1998
Skills
Series 7, Fixed Income, Trading, Investment Banking, Investments, Series 24, Series 55, Series 63, Emerging Markets, Bonds, Capital Markets, Hedge Funds, Electronic Trading, Bloomberg, Asset Management, Credit Derivatives, FINRA, Financial Markets, Portfolio Management, Structured Products
Education
Providence College 1989 — 1993
Bachelor of Arts (B.A.)
Don Bosco Prep 1985 — 1989
Vaso Todoric's Jefferies & Company Experience October 2008 - Present
Job VP Equity Technology at Jefferies
Industry Information Technology and Services
Experience
Jefferies & Company October 2008 - Present
Merrill Lynch June 2004 - October 2008
Schwab Capital Markets 2000 - 2005
Skills
Trading Systems
Education
Purchase College, SUNY 1996 — 1998
Bachelor of Science (B.S.), Mathematics and Computer Science
State University of New York College at Plattsburgh
Jefferies & Company October 2008 - Present
Merrill Lynch June 2004 - October 2008
Schwab Capital Markets 2000 - 2005
Skills
Trading Systems
Education
Purchase College, SUNY 1996 — 1998
Bachelor of Science (B.S.), Mathematics and Computer Science
State University of New York College at Plattsburgh
Blair Mestl Ritchie's Jefferies & Company Experience 2002 - 2006
Job Managing Director at Park Hill
Industry Financial Services
Experience
The Blackstone Group March 2007 - Present
Lehman Brothers February 2006 - February 2007
Jefferies & Company 2002 - 2006
Robertson Stephens 2001 - 2002
Skills
Investment Banking, Hedge Funds, Financial Services, Equity Capital Markets, Finance, Financial Institutions, Private Equity, Alternative Investments, Valuation, Due Diligence, Equities, Investments, Financial Modeling, Asset Management, Capital Markets, Mergers & Acquisitions, Fixed Income
Education
Princeton University
A.B., History
The Blackstone Group March 2007 - Present
Lehman Brothers February 2006 - February 2007
Jefferies & Company 2002 - 2006
Robertson Stephens 2001 - 2002
Skills
Investment Banking, Hedge Funds, Financial Services, Equity Capital Markets, Finance, Financial Institutions, Private Equity, Alternative Investments, Valuation, Due Diligence, Equities, Investments, Financial Modeling, Asset Management, Capital Markets, Mergers & Acquisitions, Fixed Income
Education
Princeton University
A.B., History
Tyler Duke's Jefferies & Company Experience June 2004 - October 2007
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG December 2007 - Present
Jefferies & Company June 2004 - October 2007
Education
Ohio University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
trinity high school
windsor wildcats
BTIG December 2007 - Present
Jefferies & Company June 2004 - October 2007
Education
Ohio University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
trinity high school
windsor wildcats
Cheryl Bozich, CFA, CPA's Jefferies & Company Experience August 2009 - August 2011
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. August 2011 - Present
Jefferies & Company August 2009 - August 2011
Merrill Lynch/Bank of America August 1998 - April 2009
Citicorp February 1993 - July 1998
Deloitte September 1988 - January 1993
Skills
Investments, Portfolio Management, Fixed Income
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Masters of Management, Finance and Marketing
Northern Illinois University 1984 — 1988
B.S., Accountancy
Mizuho Securities USA Inc. August 2011 - Present
Jefferies & Company August 2009 - August 2011
Merrill Lynch/Bank of America August 1998 - April 2009
Citicorp February 1993 - July 1998
Deloitte September 1988 - January 1993
Skills
Investments, Portfolio Management, Fixed Income
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Masters of Management, Finance and Marketing
Northern Illinois University 1984 — 1988
B.S., Accountancy
Anthony Constantine's Jefferies & Company Experience June 2010 - Present
Job SVP Fixed Income Trading
Industry Banking
Experience
Jefferies & Company June 2010 - Present
Keller Williams Realty December 2008 - Present
RBS Greenwich Capital February 1998 - June 2010
Cityscape MTG 1995 - 1998
Skills
Loans, Securitization, Mortgage, Fixed Income, Underwriting, Residential Mortgages, Due Diligence, Real Estate, Negotiation, Real Estate Investment, Asset Management, Capital Markets, Credit, Investment Properties, Mortgage Lending, Portfolio Management
Education
Pace University-Pleasantville/Briarcliff Campus 2001 — 2004
Pace University - Lubin School of Business
Jefferies & Company June 2010 - Present
Keller Williams Realty December 2008 - Present
RBS Greenwich Capital February 1998 - June 2010
Cityscape MTG 1995 - 1998
Skills
Loans, Securitization, Mortgage, Fixed Income, Underwriting, Residential Mortgages, Due Diligence, Real Estate, Negotiation, Real Estate Investment, Asset Management, Capital Markets, Credit, Investment Properties, Mortgage Lending, Portfolio Management
Education
Pace University-Pleasantville/Briarcliff Campus 2001 — 2004
Pace University - Lubin School of Business
Derrick Dagnan, CFA's Jefferies & Company Experience 2002 - 2005
Job Sr. Portfolio Manager at Tennessee Consolidated Retirement System
Industry Financial Services
Experience
Tennesse Consolidated Retirement System October 2009 - Present
Avondale Partners, LLC December 2005 - February 2009
Jefferies & Company 2002 - 2005
Ingersoll Dresser Pump January 1998 - June 2001
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Strategy, Accounting, and Finance
Purdue University 1993 — 1997
BS, Ag and Mech Engineering
Tennesse Consolidated Retirement System October 2009 - Present
Avondale Partners, LLC December 2005 - February 2009
Jefferies & Company 2002 - 2005
Ingersoll Dresser Pump January 1998 - June 2001
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Strategy, Accounting, and Finance
Purdue University 1993 — 1997
BS, Ag and Mech Engineering
James Knoeller, CFA's Jefferies & Company Experience March 2003 - December 2008
Job Executive Director at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. July 2009 - Present
Jefferies & Company March 2003 - December 2008
Skills
Investment Banking, Mergers, Equities, Securities, Fixed Income, Private Equity, Equity Research, Capital Markets, Portfolio Management, Bloomberg, Hedge Funds, Series 63, Derivatives, Bonds, Investments, Series 7, Alternative Investments, Emerging Markets, FINRA, Trading, Corporate Finance, Due Diligence, Valuation, Financial Modeling, Mergers & Acquisitions, Financial Analysis
Education
Temple University - Fox School of Business and Management 1986 — 1989
MBA, Finance
Penn State University 1978 — 1982
B.S., Finance
Plymouth Whitemarsh High School 1975 — 1978
Mizuho Securities USA Inc. July 2009 - Present
Jefferies & Company March 2003 - December 2008
Skills
Investment Banking, Mergers, Equities, Securities, Fixed Income, Private Equity, Equity Research, Capital Markets, Portfolio Management, Bloomberg, Hedge Funds, Series 63, Derivatives, Bonds, Investments, Series 7, Alternative Investments, Emerging Markets, FINRA, Trading, Corporate Finance, Due Diligence, Valuation, Financial Modeling, Mergers & Acquisitions, Financial Analysis
Education
Temple University - Fox School of Business and Management 1986 — 1989
MBA, Finance
Penn State University 1978 — 1982
B.S., Finance
Plymouth Whitemarsh High School 1975 — 1978
Matt Markezin-Press's Jefferies & Company Experience July 2010 - April 2011
Job Website and Operations Manager at Savile Row Society
Industry Financial Services
Experience
Savile Row Society July 2014 - July 2015
HySpec IQ January 2014 - February 2014
Barclays Capital April 2011 - January 2014
Jefferies & Company July 2010 - April 2011
Northwestern University September 2006 - June 2010
Level Global Investors June 2008 - August 2008
Skills
Analysis, Statistics, Research, Microsoft Excel, Financial Modeling, Economics, Social Media, Valuation, Data Analysis, PowerPoint, Python, Microsoft Office, Microsoft Word, Analytics, Management, Project Management, Market Research, HTML, Operations Management, Web Design, Web Development, Editing, Photoshop, Programming, Executive Management, Program Management, Program Development
Education
Northwestern University 2006 — 2010
BA, Economics
Columbia Grammar and Preparatory School 2002 — 2006
The Town School 1993 — 2002
Kindergarten through 8th Grade
Savile Row Society July 2014 - July 2015
HySpec IQ January 2014 - February 2014
Barclays Capital April 2011 - January 2014
Jefferies & Company July 2010 - April 2011
Northwestern University September 2006 - June 2010
Level Global Investors June 2008 - August 2008
Skills
Analysis, Statistics, Research, Microsoft Excel, Financial Modeling, Economics, Social Media, Valuation, Data Analysis, PowerPoint, Python, Microsoft Office, Microsoft Word, Analytics, Management, Project Management, Market Research, HTML, Operations Management, Web Design, Web Development, Editing, Photoshop, Programming, Executive Management, Program Management, Program Development
Education
Northwestern University 2006 — 2010
BA, Economics
Columbia Grammar and Preparatory School 2002 — 2006
The Town School 1993 — 2002
Kindergarten through 8th Grade
Jayakar Adla's Jefferies & Company Experience April 2006 - Present
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company April 2006 - Present
Skills
Equities, Capital Markets, Fixed Income, SDLC, Business Analysis, Investment Banking, Derivatives, Trading Systems, Business Intelligence, Risk Management, Portfolio Management, Trading, Vendor Management, Financial Services, Recruiting, Financial Markets, Data Warehousing, IT Strategy, Financial Modeling, Program Management, Corporate Finance, Mergers & Acquisitions, Project Management
Education
Osmania University
B.Sc, Bachelor of Science
Shivaji University
MBA, Master of Business Administration
Jefferies & Company April 2006 - Present
Skills
Equities, Capital Markets, Fixed Income, SDLC, Business Analysis, Investment Banking, Derivatives, Trading Systems, Business Intelligence, Risk Management, Portfolio Management, Trading, Vendor Management, Financial Services, Recruiting, Financial Markets, Data Warehousing, IT Strategy, Financial Modeling, Program Management, Corporate Finance, Mergers & Acquisitions, Project Management
Education
Osmania University
B.Sc, Bachelor of Science
Shivaji University
MBA, Master of Business Administration
Cuda, Tony's Jefferies & Company Experience CA-DATACOM DBAScudder Stevens and Clark1987 - 1997
Job V.P. Database Administration at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company CA-DATACOM DBAScudder Stevens and Clark1987 - 1997
Education
Pace University 1968 — 1972
Jefferies & Company CA-DATACOM DBAScudder Stevens and Clark1987 - 1997
Education
Pace University 1968 — 1972
Shawn Mahoney's Jefferies & Company Experience September 2006 - Present
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company September 2006 - Present
JPMorgan Chase 2002 - 2006
Lehman Brothers 2000 - 2002
DLJ 1996 - 2000
Merrill Lynch 1989 - 1996
Shearson Lehman Hutton 1984 - 1989
Skills
Treasury Management, Cash Management, Cash Flow Forecasting, Bank Relationship..., Funding, Liquidity Management, Asset and Liability..., Investments, Network Management, Short and Long Term..., Acquisition Integration, Treasury Systems, Syndications, Policy/Procedure..., Banking, Capital Markets, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, FX Options, Treasury, Securities, Equities
Education
Providence College
BS, Accounting
Jefferies & Company September 2006 - Present
JPMorgan Chase 2002 - 2006
Lehman Brothers 2000 - 2002
DLJ 1996 - 2000
Merrill Lynch 1989 - 1996
Shearson Lehman Hutton 1984 - 1989
Skills
Treasury Management, Cash Management, Cash Flow Forecasting, Bank Relationship..., Funding, Liquidity Management, Asset and Liability..., Investments, Network Management, Short and Long Term..., Acquisition Integration, Treasury Systems, Syndications, Policy/Procedure..., Banking, Capital Markets, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, FX Options, Treasury, Securities, Equities
Education
Providence College
BS, Accounting
Stephen Andros's Jefferies & Company Experience September 2008 - Present
Job Vice President, Credit Officer at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company September 2008 - Present
UBS Investment Bank April 2005 - May 2008
Skills
Capital Markets, Risk Management, Fixed Income, Investment Banking, Derivatives, Equities, Hedge Funds, Credit Risk, Credit Analysis, Portfolio Management, Financial Modeling, Valuation, Corporate Finance, Asset Management, Financial Risk, Credit Derivatives
Education
Pace University - Lubin School of Business 1988 — 1991
Jefferies & Company September 2008 - Present
UBS Investment Bank April 2005 - May 2008
Skills
Capital Markets, Risk Management, Fixed Income, Investment Banking, Derivatives, Equities, Hedge Funds, Credit Risk, Credit Analysis, Portfolio Management, Financial Modeling, Valuation, Corporate Finance, Asset Management, Financial Risk, Credit Derivatives
Education
Pace University - Lubin School of Business 1988 — 1991
Andrew Gazzale's Jefferies & Company Experience July 2002 - Present
Job Library Manager at Jefferies & Company
Industry Banking
Experience
Jefferies & Company July 2002 - Present
Arthur Andersen September 1995 - June 2002
Education
Pratt Institute 1984 — 1986
MLS, Library Science
Jefferies & Company July 2002 - Present
Arthur Andersen September 1995 - June 2002
Education
Pratt Institute 1984 — 1986
MLS, Library Science
Charles Kirst's Jefferies & Company Experience May 2002 - March 2008
Job Chief Operating Officer at AVA Logistics, LLC
Industry Logistics and Supply Chain
Experience
AVA Logistics, LLC February 2013 - Present
Global Hunter Securities September 2009 - January 2013
Jefferies & Company May 2002 - March 2008
Skills
Equities, Series 7, Series 63, Capital Markets, Valuation, Equity Trading, Investments, Equity Research, Logistics, Trading, Investment Banking, Securities, Hedge Funds, Alternative Investments, Equity Valuation, Portfolio Management, Corporate Finance, Venture Capital, Private Equity, Investment Strategies, Fixed Income, Investor Relations, Leveraged Finance, Financial Markets, Due Diligence, Derivatives, Asset Allocation, Corporate Development, Investment Management, Bonds, Mutual Funds, Mergers & Acquisitions, Emerging Markets, Commodity, Financial Analysis, Trading Systems, Capital, IPO, Business Valuation, Finance, Electronic Trading
Education
Pepperdine University 1999 — 2002
History & Spanish
AVA Logistics, LLC February 2013 - Present
Global Hunter Securities September 2009 - January 2013
Jefferies & Company May 2002 - March 2008
Skills
Equities, Series 7, Series 63, Capital Markets, Valuation, Equity Trading, Investments, Equity Research, Logistics, Trading, Investment Banking, Securities, Hedge Funds, Alternative Investments, Equity Valuation, Portfolio Management, Corporate Finance, Venture Capital, Private Equity, Investment Strategies, Fixed Income, Investor Relations, Leveraged Finance, Financial Markets, Due Diligence, Derivatives, Asset Allocation, Corporate Development, Investment Management, Bonds, Mutual Funds, Mergers & Acquisitions, Emerging Markets, Commodity, Financial Analysis, Trading Systems, Capital, IPO, Business Valuation, Finance, Electronic Trading
Education
Pepperdine University 1999 — 2002
History & Spanish
Shari Edwards's Jefferies & Company Experience 2008 - Present
Job Vice President at Bear Stearns
Industry Financial Services
Experience
Jefferies & Company 2008 - Present
Bear Stearns August 2005 - July 2008
Education
Pace University - Lubin School of Business 1999 — 2003
Jefferies & Company 2008 - Present
Bear Stearns August 2005 - July 2008
Education
Pace University - Lubin School of Business 1999 — 2003
Brent Kelly's Jefferies & Company Experience June 2007 - June 2008
Job Director, Commercial Business Development at AbbVie
Industry Pharmaceuticals
Experience
AbbVie January 2013 - Present
Abbott Laboratories March 2010 - January 2013
Collins Stewart July 2008 - March 2010
Jefferies & Company June 2007 - June 2008
Prudential Equity Group October 2006 - June 2007
Skills
Biotechnology, Equity Research, Business Development, Pharmaceutical Industry, Lifesciences, Drug Discovery, Competitive Analysis, Competitive Intelligence, Clinical Trials, Clinical Development, Product Launch, Strategy, Financial Modeling, Corporate Development, Commercialization, Due Diligence, Molecular Biology, Market Research
Education
Northwestern University - The Feinberg School of Medicine 2002 — 2006
PhD, Neuroscience
AbbVie January 2013 - Present
Abbott Laboratories March 2010 - January 2013
Collins Stewart July 2008 - March 2010
Jefferies & Company June 2007 - June 2008
Prudential Equity Group October 2006 - June 2007
Skills
Biotechnology, Equity Research, Business Development, Pharmaceutical Industry, Lifesciences, Drug Discovery, Competitive Analysis, Competitive Intelligence, Clinical Trials, Clinical Development, Product Launch, Strategy, Financial Modeling, Corporate Development, Commercialization, Due Diligence, Molecular Biology, Market Research
Education
Northwestern University - The Feinberg School of Medicine 2002 — 2006
PhD, Neuroscience
Lloyd Feller's Jefferies & Company Experience December 2002 - December 2010
Job Director at IEX Group, Inc.
Industry Financial Services
Experience
Morgan, Lewis & Bockius LLP September 2011 - Present
OpenExchange 2010 - Present
IEX Group, Inc. June 2013 - Present
Jefferies & Company December 2002 - December 2010
Wit Capital Group, Inc. 1999 - 2002
Morgan Lewis & Bockius 1979 - 1999
Securities & Exchange Commission 1977 - 1979
Securities & Exchange Commission 1976 - 1977
Securities & Exchange Commission 1973 - 1976
Education
NYU School of Law 1964 — 1967
LL.B
University of Pennsylvania 1960 — 1964
BE in Eco.
Morgan, Lewis & Bockius LLP September 2011 - Present
OpenExchange 2010 - Present
IEX Group, Inc. June 2013 - Present
Jefferies & Company December 2002 - December 2010
Wit Capital Group, Inc. 1999 - 2002
Morgan Lewis & Bockius 1979 - 1999
Securities & Exchange Commission 1977 - 1979
Securities & Exchange Commission 1976 - 1977
Securities & Exchange Commission 1973 - 1976
Education
NYU School of Law 1964 — 1967
LL.B
University of Pennsylvania 1960 — 1964
BE in Eco.
Kenneth Byrne's Jefferies & Company Experience April 2007 - August 2011
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG September 2011 - Present
Jefferies & Company April 2007 - August 2011
Banc of America Securities March 2003 - February 2007
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette January 1999 - December 1999
DLJ September 1989 - March 1991
Education
Pace University 1985 — 1989
B.B.A., Mangement/History
BTIG September 2011 - Present
Jefferies & Company April 2007 - August 2011
Banc of America Securities March 2003 - February 2007
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette January 1999 - December 1999
DLJ September 1989 - March 1991
Education
Pace University 1985 — 1989
B.B.A., Mangement/History
Joseph Iannici's Jefferies & Company Experience October 2007 - March 2014
Job Anti Money Laundering COMPLIANCE
Industry Financial Services
Experience
Jefferies LLC. September 2007 - Present
Jefferies & Company October 2007 - March 2014
Instinet Incorporated 2002 - 2007
Credit Suisse 1997 - 2002
AIG 1992 - 1997
Skills
Series 7, Equities, Trading, Securities, Electronic Trading, Equity Trading, Trading Systems, Series 63, Series 55, Equity Support, Trading Assistant, 10b5-1 Plans, Fidessa, Fixed Income, FINRA, Prime Brokerage, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Investment Banking
Education
Pace University 1994 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Jefferies LLC. September 2007 - Present
Jefferies & Company October 2007 - March 2014
Instinet Incorporated 2002 - 2007
Credit Suisse 1997 - 2002
AIG 1992 - 1997
Skills
Series 7, Equities, Trading, Securities, Electronic Trading, Equity Trading, Trading Systems, Series 63, Series 55, Equity Support, Trading Assistant, 10b5-1 Plans, Fidessa, Fixed Income, FINRA, Prime Brokerage, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Investment Banking
Education
Pace University 1994 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Chris Montagnino's Jefferies & Company Experience November 2006 - December 2011
Job Director of Compliance Services at Jordan and Jordan
Industry Financial Services
Experience
Jordan and Jordan April 2015 - Present
First Republic Investment Management March 2013 - April 2015
Citibank December 2011 - March 2013
Jefferies & Company November 2006 - December 2011
New York Stock Exchange May 2005 - November 2006
Skills
AML, Capital Markets, Investment Banking, Equities, Hedge Funds, FINRA, Series 7, Securities, Fixed Income, Derivatives, Financial Services, Asset Management, Trading, Financial Markets, Investments, Due Diligence, Trading Systems
Education
Brooklyn Law School 1993 — 1997
Doctor of Law (JD)
New York University 1988 — 1992
Bachelor's degree, Economics
Jordan and Jordan April 2015 - Present
First Republic Investment Management March 2013 - April 2015
Citibank December 2011 - March 2013
Jefferies & Company November 2006 - December 2011
New York Stock Exchange May 2005 - November 2006
Skills
AML, Capital Markets, Investment Banking, Equities, Hedge Funds, FINRA, Series 7, Securities, Fixed Income, Derivatives, Financial Services, Asset Management, Trading, Financial Markets, Investments, Due Diligence, Trading Systems
Education
Brooklyn Law School 1993 — 1997
Doctor of Law (JD)
New York University 1988 — 1992
Bachelor's degree, Economics
Gerald Reilly's Jefferies & Company Experience October 1993 - July 2008
Job Senior Vice President Global Settlement Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2012 - July 2014
Penson Financial Services September 2008 - January 2012
Jefferies & Company October 1993 - July 2008
Skills
Equities, Securities, Fixed Income, Prime Brokerage, Series 7, International Operations, Bloomberg, Back Office, International..., Options, Series 99, Hedge Funds, Trading, Series 63, Middle Office, Financial Services, FINRA, Financial Markets, Electronic Trading, Equity Trading, Settlement
Education
New York Institute of Technology 1986 — 1989
MBA, Finance
State University of New York College at Geneseo 1983 — 1985
BS, Finance
Robert W. Baird & Co. January 2012 - July 2014
Penson Financial Services September 2008 - January 2012
Jefferies & Company October 1993 - July 2008
Skills
Equities, Securities, Fixed Income, Prime Brokerage, Series 7, International Operations, Bloomberg, Back Office, International..., Options, Series 99, Hedge Funds, Trading, Series 63, Middle Office, Financial Services, FINRA, Financial Markets, Electronic Trading, Equity Trading, Settlement
Education
New York Institute of Technology 1986 — 1989
MBA, Finance
State University of New York College at Geneseo 1983 — 1985
BS, Finance
Dennis Jiu's Jefferies & Company Experience Consultant Operations TechnologyBanc of America Securities2007 - 2008
Job Consultant at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company Consultant Operations TechnologyBanc of America Securities2007 - 2008
Pershing 1995 - 2005
Skills
Middle Office, Back Office, Trading Systems, Capital Markets, Electronic Trading, Hedge Funds, Fixed Income, Bloomberg, Equities, Investment Banking
Education
New York University 1993 — 1996
BA, East Asian Studies
Jefferies & Company Consultant Operations TechnologyBanc of America Securities2007 - 2008
Pershing 1995 - 2005
Skills
Middle Office, Back Office, Trading Systems, Capital Markets, Electronic Trading, Hedge Funds, Fixed Income, Bloomberg, Equities, Investment Banking
Education
New York University 1993 — 1996
BA, East Asian Studies
Andrea Eversley's Jefferies & Company Experience 2009 - Present
Job Information Specialist
Industry Financial Services
Experience
Jefferies & Company 2009 - Present
Banc of America September 2003 - February 2009
Skills
Library, Online Research, Data Analysis, Information Management, Knowledge Management, Financial Services, Competitive Intelligence, Research
Education
Pratt Institute
MLS, Library Science
Jefferies & Company 2009 - Present
Banc of America September 2003 - February 2009
Skills
Library, Online Research, Data Analysis, Information Management, Knowledge Management, Financial Services, Competitive Intelligence, Research
Education
Pratt Institute
MLS, Library Science
Adam Posnack's Jefferies & Company Experience September 2008 - Present
Job Managing Director at Jefferies and Company
Industry Financial Services
Experience
Jefferies & Company September 2008 - Present
Jefferies and Company August 2008 - Present
Deutsche Bank Securities June 2001 - July 2008
Education
Princeton University 1985 — 1989
Jefferies & Company September 2008 - Present
Jefferies and Company August 2008 - Present
Deutsche Bank Securities June 2001 - July 2008
Education
Princeton University 1985 — 1989
Paul Li's Jefferies & Company Experience June 2012 - April 2015
Job Trading Supervisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Jefferies & Company June 2012 - April 2015
Newedge March 2011 - May 2012
Newedge Financial December 2009 - April 2011
MF Global September 2007 - December 2009
HSBC Securities Corporation February 2006 - September 2007
ADP Corporation November 2005 - February 2006
Refco March 2001 - November 2005
Instinet Corporation March 2000 - January 2001
TD Waterhouse Inc September 1997 - February 2000
Skills
Series 3, Electronic Trading, Equity Trading, Options, Series 7, Equity Derivatives, Middle Office, Trading Platforms, Series 24, Series 63, Series 4, Equities
Education
Pace University - Lubin School of Business 1996 — 1999
Master, Business Administration; Financial Management
Queens College 1993 — 1996
B.A, Economics
Raymond James Financial, Inc. March 2015 - Present
Jefferies & Company June 2012 - April 2015
Newedge March 2011 - May 2012
Newedge Financial December 2009 - April 2011
MF Global September 2007 - December 2009
HSBC Securities Corporation February 2006 - September 2007
ADP Corporation November 2005 - February 2006
Refco March 2001 - November 2005
Instinet Corporation March 2000 - January 2001
TD Waterhouse Inc September 1997 - February 2000
Skills
Series 3, Electronic Trading, Equity Trading, Options, Series 7, Equity Derivatives, Middle Office, Trading Platforms, Series 24, Series 63, Series 4, Equities
Education
Pace University - Lubin School of Business 1996 — 1999
Master, Business Administration; Financial Management
Queens College 1993 — 1996
B.A, Economics
Glenn Pritzlaff's Jefferies & Company Experience March 2009 - Present
Job Credit Sales at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company March 2009 - Present
Barclays Capital 2005 - 2009
University of Pennsylvania 1999 - 2003
Education
University of Pennsylvania 2003 — 2005
MBA
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Penn State University 1995 — 1999
Finance
Jefferies & Company March 2009 - Present
Barclays Capital 2005 - 2009
University of Pennsylvania 1999 - 2003
Education
University of Pennsylvania 2003 — 2005
MBA
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Penn State University 1995 — 1999
Finance
Quamrun Rahman's Jefferies & Company Experience October 2006 - December 2008
Job at
Industry Information Technology and Services
Experience
Citi January 2011 - Present
Citi Group December 2009 - Present
Jefferies & Company October 2006 - December 2008
Lava Trading August 2002 - October 2006
Instinet, Inc March 2000 - May 2002
AT&T March 1998 - March 2000
Skills
Equities, Trading Systems, Equity Trading, Options, Electronic Trading, Integration, Market Data, Trading, Equity Derivatives, Order Management, Quality Assurance
Education
New York Institute of Technology 1999 — 2002
MS, Computer Science
Dhaka University 1992 — 1997
BSS, Political Science
Citi January 2011 - Present
Citi Group December 2009 - Present
Jefferies & Company October 2006 - December 2008
Lava Trading August 2002 - October 2006
Instinet, Inc March 2000 - May 2002
AT&T March 1998 - March 2000
Skills
Equities, Trading Systems, Equity Trading, Options, Electronic Trading, Integration, Market Data, Trading, Equity Derivatives, Order Management, Quality Assurance
Education
New York Institute of Technology 1999 — 2002
MS, Computer Science
Dhaka University 1992 — 1997
BSS, Political Science
Luiz Schlittler's Jefferies & Company Experience March 2011 - November 2011
Job Owner of Schlittler Adivisors
Industry Investment Banking
Experience
UBS Investment Bank March 2015 - Present
XP Securities November 2013 - August 2014
Cantor Fitzgerald July 2012 - November 2013
Jefferies & Company March 2011 - November 2011
Standard Bank USA May 2010 - March 2011
Bloomberg June 2009 - April 2010
HSBC Securities June 2005 - November 2008
Banca IMI June 2003 - May 2005
Merrill Lynch September 2002 - April 2003
Ágora Senior January 1996 - March 2000
Skills
Trading, Electronic Trading, Arbitrage, Fixed Income, Emerging Markets, Bonds, Securities, Debt, CDS, Derivatives, Credit, Risk Management, Options, Credit Derivatives, Equities, Portfolio Management, Rates, Investments, Series 7, Financial Markets, FX trading, Bloomberg, Trading Systems, Traders, Valuation, Financial Risk
Education
Polytechnic University 2012 — 2015
Master of Engineering (M.Eng.), Financial Engineering
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance, Economics, Entrepreneurship
Pontifícia Universidade Católica do Rio de Janeiro 1991 — 1996
BS, Economis
UBS Investment Bank March 2015 - Present
XP Securities November 2013 - August 2014
Cantor Fitzgerald July 2012 - November 2013
Jefferies & Company March 2011 - November 2011
Standard Bank USA May 2010 - March 2011
Bloomberg June 2009 - April 2010
HSBC Securities June 2005 - November 2008
Banca IMI June 2003 - May 2005
Merrill Lynch September 2002 - April 2003
Ágora Senior January 1996 - March 2000
Skills
Trading, Electronic Trading, Arbitrage, Fixed Income, Emerging Markets, Bonds, Securities, Debt, CDS, Derivatives, Credit, Risk Management, Options, Credit Derivatives, Equities, Portfolio Management, Rates, Investments, Series 7, Financial Markets, FX trading, Bloomberg, Trading Systems, Traders, Valuation, Financial Risk
Education
Polytechnic University 2012 — 2015
Master of Engineering (M.Eng.), Financial Engineering
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance, Economics, Entrepreneurship
Pontifícia Universidade Católica do Rio de Janeiro 1991 — 1996
BS, Economis
Brad Bryan's Jefferies & Company Experience August 1993 - June 2007
Job Senior Credit Analyst at West Gate Horizons Advisors, LLC
Industry Investment Banking
Experience
West Gate Horizons Advisors, LL July 2012 - Present
Imperial Capital, LLC January 2010 - June 2012
Jefferies Asset Management June 2007 - December 2009
Jefferies & Company August 1993 - June 2007
Skills
High Yield Bonds, Bank Loans, Distressed Debt, Special Situations, Credit Analysis, Security Analysis, Value Investing, Loans, Bonds, High Yield, Investment Banking
Education
Northwestern University
BA, Economics
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
West Gate Horizons Advisors, LL July 2012 - Present
Imperial Capital, LLC January 2010 - June 2012
Jefferies Asset Management June 2007 - December 2009
Jefferies & Company August 1993 - June 2007
Skills
High Yield Bonds, Bank Loans, Distressed Debt, Special Situations, Credit Analysis, Security Analysis, Value Investing, Loans, Bonds, High Yield, Investment Banking
Education
Northwestern University
BA, Economics
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
Mahesh Patel, MBA's Jefferies & Company Experience 2002 - 2002
Job Technical Lead at California State University, Chancellor's Office
Industry Higher Education
Experience
California State University, Chancellor's Office 2002 - Present
Jefferies & Company 2002 - 2002
Indymac Bank 2000 - 2002
CIBER, Inc. 1998 - 2000
Warner Bros. Entertainment Group of Companies 1996 - 1998
Skills
PeopleSoft, SDLC, Project Management, Oracle, ITIL, Business Intelligence, SQL, ERP, Crystal Reports, SQR, PeopleCode, PeopleTools, IT Management, Change Management, Business Analysis, Program Management, Software Documentation, Data Analysis, HRIS, Project Planning, Visio
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 2000
MBA, Business Administration
University of Nottingham
Bachelor of Science (B.Sc.), Chemistry
California State University, Chancellor's Office 2002 - Present
Jefferies & Company 2002 - 2002
Indymac Bank 2000 - 2002
CIBER, Inc. 1998 - 2000
Warner Bros. Entertainment Group of Companies 1996 - 1998
Skills
PeopleSoft, SDLC, Project Management, Oracle, ITIL, Business Intelligence, SQL, ERP, Crystal Reports, SQR, PeopleCode, PeopleTools, IT Management, Change Management, Business Analysis, Program Management, Software Documentation, Data Analysis, HRIS, Project Planning, Visio
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 2000
MBA, Business Administration
University of Nottingham
Bachelor of Science (B.Sc.), Chemistry
Brian Telesmanich's Jefferies & Company Experience 2008 - 2010
Job Apollo Global Management LLC
Industry Oil & Energy
Experience
Apollo Global Management LLC August 2014 - Present
KKR January 2012 - July 2014
RPM Energy September 2010 - January 2012
Jefferies & Company 2008 - 2010
Skills
Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Mergers, Private Equity, Asset Managment, Valuation, Financial Analysis, Due Diligence, Hedge Funds, Equities, Entrepreneurship, Portfolio Management, Business Development
Education
Princeton University 2004 — 2008
B.A, Economics
Bergen Catholic 2000 — 2004
Apollo Global Management LLC August 2014 - Present
KKR January 2012 - July 2014
RPM Energy September 2010 - January 2012
Jefferies & Company 2008 - 2010
Skills
Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Mergers, Private Equity, Asset Managment, Valuation, Financial Analysis, Due Diligence, Hedge Funds, Equities, Entrepreneurship, Portfolio Management, Business Development
Education
Princeton University 2004 — 2008
B.A, Economics
Bergen Catholic 2000 — 2004
Jeremiah Bates's Jefferies & Company Experience June 2008 - February 2010
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners January 2014 - Present
Guggenheim Partners January 2012 - December 2013
Perella Weinberg Partners February 2010 - August 2011
Jefferies & Company June 2008 - February 2010
Bear Stearns June 2005 - June 2008
Skills
Investments, Private Equity, Venture Capital, Asset Management, Mergers & Acquisitions, Leveraged Finance, Financial Analysis, M&A experience, Digital Media, Media & Entertainment, Start-ups, Portfolio Management, Hedge Funds, Valuation, Business Strategy, Debt & Equity Financing, Securities, Derivatives, Asset Managment, Excel models, Corporate Finance, Credit, Strategy, Mergers, Structured Finance, Buyouts, Fundamental Analysis, Financial Modeling, Risk Arbitrage, Shareholder Activism
Education
Penn State University 2001 — 2005
Bachelor, Economics
Guggenheim Partners January 2014 - Present
Guggenheim Partners January 2012 - December 2013
Perella Weinberg Partners February 2010 - August 2011
Jefferies & Company June 2008 - February 2010
Bear Stearns June 2005 - June 2008
Skills
Investments, Private Equity, Venture Capital, Asset Management, Mergers & Acquisitions, Leveraged Finance, Financial Analysis, M&A experience, Digital Media, Media & Entertainment, Start-ups, Portfolio Management, Hedge Funds, Valuation, Business Strategy, Debt & Equity Financing, Securities, Derivatives, Asset Managment, Excel models, Corporate Finance, Credit, Strategy, Mergers, Structured Finance, Buyouts, Fundamental Analysis, Financial Modeling, Risk Arbitrage, Shareholder Activism
Education
Penn State University 2001 — 2005
Bachelor, Economics
Rob Gleason's Jefferies & Company Experience March 2007 - Present
Job SVP, Equity Sales Supervisor, Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company March 2007 - Present
Jefferies & Company March 2000 - April 2007
Preferred Capital Markets March 1999 - February 2000
NASD Regulation March 1997 - February 1999
Skills
Series 4, Series 7, Series 24, Series 55, Series 63, Electronic Trading, Equity Trading, Capital Markets, FINRA, Equities, Equity Research, Options, Bloomberg, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading
Education
Fairleigh Dickinson University 1991 — 1995
BS, Finance
Old Dominion University 1989 — 1991
Jefferies & Company March 2007 - Present
Jefferies & Company March 2000 - April 2007
Preferred Capital Markets March 1999 - February 2000
NASD Regulation March 1997 - February 1999
Skills
Series 4, Series 7, Series 24, Series 55, Series 63, Electronic Trading, Equity Trading, Capital Markets, FINRA, Equities, Equity Research, Options, Bloomberg, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading
Education
Fairleigh Dickinson University 1991 — 1995
BS, Finance
Old Dominion University 1989 — 1991
Andrew Gazzale's Jefferies & Company Experience July 2002 - Present
Job Global Library Manager at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2002 - Present
Arthur Andersen October 1995 - June 2002
Skills
Information Management, Online Research, Research, Knowledge Management, Business Analysis, Competitive Intelligence, Training, Library, CRM, Social Media, Analysis, Business Strategy, Market Research, Factiva, Library Science
Education
Pratt Institute 1984 — 1986
MLS, Library Science
Jefferies & Company July 2002 - Present
Arthur Andersen October 1995 - June 2002
Skills
Information Management, Online Research, Research, Knowledge Management, Business Analysis, Competitive Intelligence, Training, Library, CRM, Social Media, Analysis, Business Strategy, Market Research, Factiva, Library Science
Education
Pratt Institute 1984 — 1986
MLS, Library Science
Leny John, CPA's Jefferies & Company Experience August 2013 - Present
Job Internal Audit Associate Jefferies & Company
Industry Accounting
Experience
Jefferies & Company August 2013 - Present
Deloitte October 2011 - February 2013
KPMG August 2006 - April 2009
Philip Morris Capital Corp October 2004 - August 2006
Skills
Equities, Internal Controls, GAAP, Financial Reporting, Sarbanes-Oxley Act, Corporate Finance, Sarbanes-Oxley, Financial Analysis, Auditing, US GAAP, Accounting, SEC filings, Financial Audits, Financial Accounting, Account Reconciliation, Finance, IFRS, Risk Assessment, Financial Risk, CPA, External Audit, Budgets, Private Equity, Due Diligence, Financial Services, Internal Audit, SEC Filings, Big 4, Microsoft Excel, Management, Leadership
Education
Pace University - Lubin School of Business 2004 — 2006
BBA, Public Accounting
SUNY Stony Brook 2001 — 2004
Business Management
Jefferies & Company August 2013 - Present
Deloitte October 2011 - February 2013
KPMG August 2006 - April 2009
Philip Morris Capital Corp October 2004 - August 2006
Skills
Equities, Internal Controls, GAAP, Financial Reporting, Sarbanes-Oxley Act, Corporate Finance, Sarbanes-Oxley, Financial Analysis, Auditing, US GAAP, Accounting, SEC filings, Financial Audits, Financial Accounting, Account Reconciliation, Finance, IFRS, Risk Assessment, Financial Risk, CPA, External Audit, Budgets, Private Equity, Due Diligence, Financial Services, Internal Audit, SEC Filings, Big 4, Microsoft Excel, Management, Leadership
Education
Pace University - Lubin School of Business 2004 — 2006
BBA, Public Accounting
SUNY Stony Brook 2001 — 2004
Business Management
Justin Shanks's Jefferies & Company Experience March 2010 - July 2012
Job Vice President of Software at Argute Technologies
Industry Computer Software
Experience
Argute Technologies January 2013 - Present
Jefferies & Company March 2010 - July 2012
Wyatt Matas & Associates January 2009 - December 2009
Atlas Communications June 2005 - September 2008
Education
Oregon State University 2004 — 2008
Business Administration with a concentration in Finance and Philosophy Minor
Argute Technologies January 2013 - Present
Jefferies & Company March 2010 - July 2012
Wyatt Matas & Associates January 2009 - December 2009
Atlas Communications June 2005 - September 2008
Education
Oregon State University 2004 — 2008
Business Administration with a concentration in Finance and Philosophy Minor
Thomas Labenz's Jefferies & Company Experience March 2007 - December 2011
Job Head of Sector trading
Industry Financial Services
Experience
ITG June 2013 - Present
Imperial Capital LLC May 2012 - June 2013
Jefferies & Company March 2007 - December 2011
First Albany Capital December 2001 - November 2006
Hambrecht & Quist 1996 - 2001
Skills
Risk Management, Options Strategies, Personnel Management, Portfolio Management, hedging strats, Best Execution, Capital Markets, Series 7, Alternative Investments, Bloomberg, Electronic Trading, Equities, Equity Research, Equity Trading, Hedge Funds, Fixed Income, Options, Securities, Trading, Valuation, Trading Systems, Investment Banking, Investments
Education
Penn State University 1990 — 1994
BS, Finance
ITG June 2013 - Present
Imperial Capital LLC May 2012 - June 2013
Jefferies & Company March 2007 - December 2011
First Albany Capital December 2001 - November 2006
Hambrecht & Quist 1996 - 2001
Skills
Risk Management, Options Strategies, Personnel Management, Portfolio Management, hedging strats, Best Execution, Capital Markets, Series 7, Alternative Investments, Bloomberg, Electronic Trading, Equities, Equity Research, Equity Trading, Hedge Funds, Fixed Income, Options, Securities, Trading, Valuation, Trading Systems, Investment Banking, Investments
Education
Penn State University 1990 — 1994
BS, Finance
Jingfen Li's Jefferies & Company Experience November 2012 - July 2014
Job Sr Associate at Axioma Inc.
Industry Financial Services
Experience
Axioma Inc. July 2014 - Present
Jefferies & Company November 2012 - July 2014
Citi August 2011 - November 2012
GN ReSound October 2010 - August 2011
Motorola January 2005 - October 2010
Education
Peking University 1990 — 1995
BS
NanKai Middle School 1987 — 1990
Axioma Inc. July 2014 - Present
Jefferies & Company November 2012 - July 2014
Citi August 2011 - November 2012
GN ReSound October 2010 - August 2011
Motorola January 2005 - October 2010
Education
Peking University 1990 — 1995
BS
NanKai Middle School 1987 — 1990
Nicholas Franco's Jefferies & Company Experience June 2007 - November 2007
Job President and CEO at The Franco Group Inc.
Industry Financial Services
Experience
The Franco Group Inc. January 2002 - Present
The Aviance Group Inc. January 2005 - Present
Franco International Group LLC March 2004 - Present
Jefferies & Company June 2007 - November 2007
Advest, Inc. February 2000 - February 2004
BEARS STEARNS & CO. 1985 - 1997
Skills
Sales, Private Equity, Investments, Fixed Income, Management, Capital Markets, Corporate Finance, Asset Management, Equities, Financial Risk, Series 7, Financial Advisory, Management Consulting, Strategic Planning, Finance, Investment Banking
Education
Pace University 1981 — 1985
BBA, Marketing
The Franco Group Inc. January 2002 - Present
The Aviance Group Inc. January 2005 - Present
Franco International Group LLC March 2004 - Present
Jefferies & Company June 2007 - November 2007
Advest, Inc. February 2000 - February 2004
BEARS STEARNS & CO. 1985 - 1997
Skills
Sales, Private Equity, Investments, Fixed Income, Management, Capital Markets, Corporate Finance, Asset Management, Equities, Financial Risk, Series 7, Financial Advisory, Management Consulting, Strategic Planning, Finance, Investment Banking
Education
Pace University 1981 — 1985
BBA, Marketing
Nathaniel Canter's Jefferies & Company Experience September 2010 - Present
Job Trader at Jefferies & Company
Industry Investment Management
Experience
Jefferies & Company September 2010 - Present
Duration Capital 2004 - 2008
Education
New York University
Jefferies & Company September 2010 - Present
Duration Capital 2004 - 2008
Education
New York University
Ed Waller's Jefferies & Company Experience 1991 - 1996
Job at Montecito Advisors
Industry
Experience
Montecito Advisors January 2011 - Present
Stanford Group Company 2005 - 2009
Bear Stearns 1997 - 2002
Jefferies & Company 1991 - 1996
Skills
Financial Markets, Electronic Trading, Securities, Series 63, Capital Markets, Bloomberg, Trading, Risk Management, Equities, FINRA, Trading Systems, Series 7, Market Data, Options, Investments, Series 24, Equity Trading, Financial Services
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1988
bba, business
Montecito Advisors January 2011 - Present
Stanford Group Company 2005 - 2009
Bear Stearns 1997 - 2002
Jefferies & Company 1991 - 1996
Skills
Financial Markets, Electronic Trading, Securities, Series 63, Capital Markets, Bloomberg, Trading, Risk Management, Equities, FINRA, Trading Systems, Series 7, Market Data, Options, Investments, Series 24, Equity Trading, Financial Services
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1988
bba, business
Morgan Perales's Jefferies & Company Experience January 2011 - June 2014
Job Enterprise Business Analysis Lead at Infor
Industry Computer Software
Experience
Infor July 2014 - Present
Jefferies & Company January 2011 - June 2014
MTN CAPITAL PARTNERS LLC June 2010 - December 2010
Billow Butler & Company April 2009 - September 2009
Dodge & Cox July 2007 - September 2007
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Private Equity, Bloomberg, Mergers, Investments, Due Diligence, Economics, Microsoft Excel, LBO, PowerPoint
Education
Northwestern University 2006 — 2010
Bachelor of Arts, Economics
University of California, Berkeley, Haas School of Business 2008 — 2008
Certificate, Business for Arts, Sciences and Engineering (BASE) Program
Infor July 2014 - Present
Jefferies & Company January 2011 - June 2014
MTN CAPITAL PARTNERS LLC June 2010 - December 2010
Billow Butler & Company April 2009 - September 2009
Dodge & Cox July 2007 - September 2007
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Private Equity, Bloomberg, Mergers, Investments, Due Diligence, Economics, Microsoft Excel, LBO, PowerPoint
Education
Northwestern University 2006 — 2010
Bachelor of Arts, Economics
University of California, Berkeley, Haas School of Business 2008 — 2008
Certificate, Business for Arts, Sciences and Engineering (BASE) Program
Jason Shlecter's Jefferies & Company Experience July 2005 - February 2011
Job CoFounder at Vetris Capital
Industry Investment Management
Experience
Vetris Capital May 2012 - Present
KKR March 2011 - April 2012
Jefferies & Company July 2005 - February 2011
Jefferies & Company June 2004 - September 2004
L.E.K. Consulting June 2003 - September 2003
Skills
Investment Banking, Capital Markets, Financial Modeling, Bloomberg, Equities, Due Diligence, Leveraged Finance, Portfolio Management, Hedge Funds, LBO, Corporate Finance, Venture Capital, Financial Analysis
Education
Northwestern University 2001 — 2005
BS, Economics Major, Psychology Minor
Brentwood School 1994 — 2001
Vetris Capital May 2012 - Present
KKR March 2011 - April 2012
Jefferies & Company July 2005 - February 2011
Jefferies & Company June 2004 - September 2004
L.E.K. Consulting June 2003 - September 2003
Skills
Investment Banking, Capital Markets, Financial Modeling, Bloomberg, Equities, Due Diligence, Leveraged Finance, Portfolio Management, Hedge Funds, LBO, Corporate Finance, Venture Capital, Financial Analysis
Education
Northwestern University 2001 — 2005
BS, Economics Major, Psychology Minor
Brentwood School 1994 — 2001
Clifton (Pete) Peterson's Jefferies & Company Experience July 2010 - June 2012
Job VP of Finance & Operations at Tandum
Industry Internet
Experience
Tandum July 2014 - Present
Vestar Capital Partners August 2012 - June 2014
Jefferies & Company July 2010 - June 2012
Education
University of Virginia 2006 — 2010
B.S., Commerce
Pontificia Universidad Católica del Perú 2008 — 2008
Spanish
The Kinkaid School 1999 — 2006
Tandum July 2014 - Present
Vestar Capital Partners August 2012 - June 2014
Jefferies & Company July 2010 - June 2012
Education
University of Virginia 2006 — 2010
B.S., Commerce
Pontificia Universidad Católica del Perú 2008 — 2008
Spanish
The Kinkaid School 1999 — 2006
Neal Romagnolo's Jefferies & Company Experience July 2009 - September 2010
Job Founder at eNovativ lab
Industry Internet
Experience
eNovativ lab June 2001 - Present
Cantor Fitzgerald and Company October 2010 - October 2013
Jefferies & Company July 2009 - September 2010
Copernic Technologies July 2004 - December 2005
Fast Search and Transfer June 1999 - August 2003
Education
Providence College
Bachelor of Science, Cum Laude
University of Oxford
University of Massachusetts, Amherst
eNovativ lab June 2001 - Present
Cantor Fitzgerald and Company October 2010 - October 2013
Jefferies & Company July 2009 - September 2010
Copernic Technologies July 2004 - December 2005
Fast Search and Transfer June 1999 - August 2003
Education
Providence College
Bachelor of Science, Cum Laude
University of Oxford
University of Massachusetts, Amherst
Dan McLachlan's Jefferies & Company Experience March 2010 - April 2011
Job Founder at Project One Auto
Industry Automotive
Experience
Project One Auto October 2011 - Present
Jefferies & Company March 2010 - April 2011
Livingstone Partners April 2008 - February 2010
Headwaters MB June 2007 - March 2008
Skills
Automotive, Investment Banking, Entrepreneurship
Education
Northwestern University 2003 — 2007
Bachelor, Economics and Business Institutions
Project One Auto October 2011 - Present
Jefferies & Company March 2010 - April 2011
Livingstone Partners April 2008 - February 2010
Headwaters MB June 2007 - March 2008
Skills
Automotive, Investment Banking, Entrepreneurship
Education
Northwestern University 2003 — 2007
Bachelor, Economics and Business Institutions
Gokhan Jack Ulker's Jefferies & Company Experience September 2012 - Present
Job VP Market Data Global Engineering & Operations
Industry Information Technology and Services
Experience
Jefferies & Company September 2012 - Present
Thomson Reuters July 2001 - September 2012
Rich Incorporated May 1996 - July 2001
Skills
SQL, Microsoft SQL Server, Oracle, Unix, C#, Java, JavaScript, Solaris, Software Project..., RMDS, Sybase, C++, Perl Script, Red Hat Linux, Windows Server, Market Data, Unix Shell Scripting, Perl, Enterprise Software, Enterprise Architecture
Education
Pace University-New York 1994 — 1996
Master's degree, Computer Science
Yildiz Technical University 1983 — 1989
Bachelor's degree, Mechanical Engineering
Jefferies & Company September 2012 - Present
Thomson Reuters July 2001 - September 2012
Rich Incorporated May 1996 - July 2001
Skills
SQL, Microsoft SQL Server, Oracle, Unix, C#, Java, JavaScript, Solaris, Software Project..., RMDS, Sybase, C++, Perl Script, Red Hat Linux, Windows Server, Market Data, Unix Shell Scripting, Perl, Enterprise Software, Enterprise Architecture
Education
Pace University-New York 1994 — 1996
Master's degree, Computer Science
Yildiz Technical University 1983 — 1989
Bachelor's degree, Mechanical Engineering
Will Jolley's Jefferies & Company Experience August 2008 - September 2008
Job Data Analytics Analyst at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs June 2014 - Present
First New York Securities August 2011 - January 2013
New York University August 2007 - May 2011
Wolverine Trading June 2010 - August 2010
UBS Wealth Management January 2010 - May 2010
Jefferies & Company August 2008 - September 2008
Skills
Financial Analysis, Microsoft Excel, Investment Banking, Fixed Income, Financial Modeling, Public Speaking, Bloomberg Terminal, Capital Markets, Derivatives, Corporate Finance, Equities, Wealth Management, Microsoft Office, Social Media, Risk Management, Market Making, Trading, PowerPoint, Economics, Bloomberg, Data Analysis
Education
New York University 2007 — 2011
B.A., Economics
Culver Academies 2003 — 2007
Goldman Sachs June 2014 - Present
First New York Securities August 2011 - January 2013
New York University August 2007 - May 2011
Wolverine Trading June 2010 - August 2010
UBS Wealth Management January 2010 - May 2010
Jefferies & Company August 2008 - September 2008
Skills
Financial Analysis, Microsoft Excel, Investment Banking, Fixed Income, Financial Modeling, Public Speaking, Bloomberg Terminal, Capital Markets, Derivatives, Corporate Finance, Equities, Wealth Management, Microsoft Office, Social Media, Risk Management, Market Making, Trading, PowerPoint, Economics, Bloomberg, Data Analysis
Education
New York University 2007 — 2011
B.A., Economics
Culver Academies 2003 — 2007
Ina Kim's Jefferies & Company Experience March 2013 - May 2015
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies May 2015 - Present
Jefferies & Company March 2013 - May 2015
BlackRock July 2008 - February 2013
Barclays Global Investors July 2007 - July 2008
Northern Trust August 2006 - July 2007
Northern Trust July 2005 - July 2006
Skills
Equities, Asset Management, Fixed Income, Securities, Investments, Securities Lending, Equity Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Management, Series 7, Bloomberg, Alternative Investments, Derivatives
Education
Northwestern University 2001 — 2005
BS
Tsinghua University 2004 — 2004
Jefferies May 2015 - Present
Jefferies & Company March 2013 - May 2015
BlackRock July 2008 - February 2013
Barclays Global Investors July 2007 - July 2008
Northern Trust August 2006 - July 2007
Northern Trust July 2005 - July 2006
Skills
Equities, Asset Management, Fixed Income, Securities, Investments, Securities Lending, Equity Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Management, Series 7, Bloomberg, Alternative Investments, Derivatives
Education
Northwestern University 2001 — 2005
BS
Tsinghua University 2004 — 2004
Rakesh Sehgal's Jefferies & Company Experience 1998 - 2000
Job Director, Business Development / M&A at GE Capital
Industry Financial Services
Experience
GE Capital 2013 - Present
Barclays Capital 2003 - 2013
Jefferies & Company 1998 - 2000
Education
Northwestern University - Kellogg School of Management
MBA
Ohio Wesleyan University
BA
GE Capital 2013 - Present
Barclays Capital 2003 - 2013
Jefferies & Company 1998 - 2000
Education
Northwestern University - Kellogg School of Management
MBA
Ohio Wesleyan University
BA
Bennett Christian's Jefferies & Company Experience September 1998 - November 1999
Job Senior Manager of Business Systems at Linq3
Industry Financial Services
Experience
Linq3 December 2014 - Present
Investment Technology Group (ITG) March 2004 - December 2014
Russ Berrie April 2002 - March 2004
Kaplan February 2000 - April 2002
Jefferies & Company September 1998 - November 1999
Skills
Data Warehousing, Business Analysis, SQL, Integration, Business Intelligence, Data Analysis, Oracle, Project Management, Process Improvement, Microsoft SQL Server, Databases, Product Management, Solaris, Analysis, Informatica, Program Management, Vendor Management, Unix, Data Modeling, Enterprise Architecture, IT Management, Requirements Analysis, Software Project..., Software Development, IT Strategy, Trading Systems
Education
Pace University 2004 — 2006
Masters, Business Administration, Public Accounting
Pace University 1997 — 1999
Masters of Science, Information Systems
Saint Peters College 1991 — 1994
Bachelor of Science, Biology
Linq3 December 2014 - Present
Investment Technology Group (ITG) March 2004 - December 2014
Russ Berrie April 2002 - March 2004
Kaplan February 2000 - April 2002
Jefferies & Company September 1998 - November 1999
Skills
Data Warehousing, Business Analysis, SQL, Integration, Business Intelligence, Data Analysis, Oracle, Project Management, Process Improvement, Microsoft SQL Server, Databases, Product Management, Solaris, Analysis, Informatica, Program Management, Vendor Management, Unix, Data Modeling, Enterprise Architecture, IT Management, Requirements Analysis, Software Project..., Software Development, IT Strategy, Trading Systems
Education
Pace University 2004 — 2006
Masters, Business Administration, Public Accounting
Pace University 1997 — 1999
Masters of Science, Information Systems
Saint Peters College 1991 — 1994
Bachelor of Science, Biology
John Rocket Spinello's Jefferies & Company Experience March 2005 - April 2011
Job Sr Vice President Rates Strategy/Sales at Odeon Capital Group
Industry Financial Services
Experience
Odeon Capital Group May 2015 - Present
Guggenheim Partners December 2011 - January 2015
Home Office 1975 - 2015
Jefferies & Company March 2005 - April 2011
Merrill Lynch & Co November 1979 - August 2004
Skills
Equities, Derivatives, Capital Markets, Fixed Income, Trading, Bloomberg, Financial Markets, Hedge Funds, Trading Systems, Options, Proprietary Trading, Securities, Bonds, Structured Products, Electronic Trading
Education
Polytechnic University 1963 — 1966
B.S. Math
Polytecnic Insttute Of Brooklyn-NYU
Odeon Capital Group May 2015 - Present
Guggenheim Partners December 2011 - January 2015
Home Office 1975 - 2015
Jefferies & Company March 2005 - April 2011
Merrill Lynch & Co November 1979 - August 2004
Skills
Equities, Derivatives, Capital Markets, Fixed Income, Trading, Bloomberg, Financial Markets, Hedge Funds, Trading Systems, Options, Proprietary Trading, Securities, Bonds, Structured Products, Electronic Trading
Education
Polytechnic University 1963 — 1966
B.S. Math
Polytecnic Insttute Of Brooklyn-NYU
Vito L. Lore's Jefferies & Company Experience May 2008 - April 2009
Job Regional Head of FP&A @ Nomura
Industry Investment Banking
Experience
Nomura February 2011 - Present
Jefferies & Company May 2008 - April 2009
Morgan Stanley January 1994 - January 2008
American Express Bank January 1992 - January 1993
Skills
Financial Statements, Financial Modeling, Forecasting, PeopleSoft, Finance, Investment Banking, Financial Analysis, Management, Financial Services
Education
New York Institute of Technology 1987 — 1992
Bachelor of Science, Business Administration / Finance / Accounting
Nomura February 2011 - Present
Jefferies & Company May 2008 - April 2009
Morgan Stanley January 1994 - January 2008
American Express Bank January 1992 - January 1993
Skills
Financial Statements, Financial Modeling, Forecasting, PeopleSoft, Finance, Investment Banking, Financial Analysis, Management, Financial Services
Education
New York Institute of Technology 1987 — 1992
Bachelor of Science, Business Administration / Finance / Accounting
Brad Handler's Jefferies & Company Experience June 2012 - Present
Job Managing Director at Jefferies & Company
Industry Oil & Energy
Experience
Jefferies & Company June 2012 - Present
Credit Suisse July 2008 - May 2012
Wells Fargo May 2004 - May 2008
Skills
Equity Research
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Marketing
The Johns Hopkins University 1984 — 1988
Bachelor of Arts (B.A.), Political Economy
Jefferies & Company June 2012 - Present
Credit Suisse July 2008 - May 2012
Wells Fargo May 2004 - May 2008
Skills
Equity Research
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Marketing
The Johns Hopkins University 1984 — 1988
Bachelor of Arts (B.A.), Political Economy
Chris Porter's Jefferies & Company Experience 2005 - 2008
Job Managing Director Head of East Coast Sponsor Coverage at KeyCorp
Industry Investment Banking
Experience
KeyCorp 2008 - Present
Jefferies & Company 2005 - 2008
Bank of America 2002 - 2005
Skills
Mergers, Investment Banking, Private Equity, Corporate Finance, Valuation, Financial Modeling, Credit Risk, LBO, Loans, Recapitalizations, Loan Origination, Finance, Series 7, Banking, Capital Markets
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1994
MBA, Finance
Penn State University 1986 — 1990
BS, Accounting
KeyCorp 2008 - Present
Jefferies & Company 2005 - 2008
Bank of America 2002 - 2005
Skills
Mergers, Investment Banking, Private Equity, Corporate Finance, Valuation, Financial Modeling, Credit Risk, LBO, Loans, Recapitalizations, Loan Origination, Finance, Series 7, Banking, Capital Markets
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1994
MBA, Finance
Penn State University 1986 — 1990
BS, Accounting
Robert Baisch's Jefferies & Company Experience April 1998 - September 2008
Job Senior Vice President at Gilford Securities
Industry Financial Services
Experience
Gilford Securities August 2012 - Present
Broadpoint Gleacher July 2010 - September 2011
ICAP September 2008 - June 2010
Jefferies & Company April 1998 - September 2008
Skills
Series 7, Trading, Equities, Hedge Funds, Securities, Equity Trading, Investments, Series 63, Capital Markets, Fixed Income, Business Networking, Account Management, Financial Markets, Bloomberg, New Business Development, Options, Electronic Trading, Financial Services, Alternative Investments, Derivatives, Portfolio Management, Asset Management, Series 24, Direct Sales, Equity Research, Trading Systems, Corporate Finance, Bonds, ETFs, Fundraising, Investment Strategies, Private Equity, Venture Capital, Private Placements
Education
Penn State University
Bachelors, Marketing
Gilford Securities August 2012 - Present
Broadpoint Gleacher July 2010 - September 2011
ICAP September 2008 - June 2010
Jefferies & Company April 1998 - September 2008
Skills
Series 7, Trading, Equities, Hedge Funds, Securities, Equity Trading, Investments, Series 63, Capital Markets, Fixed Income, Business Networking, Account Management, Financial Markets, Bloomberg, New Business Development, Options, Electronic Trading, Financial Services, Alternative Investments, Derivatives, Portfolio Management, Asset Management, Series 24, Direct Sales, Equity Research, Trading Systems, Corporate Finance, Bonds, ETFs, Fundraising, Investment Strategies, Private Equity, Venture Capital, Private Placements
Education
Penn State University
Bachelors, Marketing
Casey Mansilla's Jefferies & Company Experience 2007 - Present
Job CoManager Accounts Payable at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Co. Inc March 2007 - Present
Jefferies & Company 2007 - Present
VCA Antech, Inc October 1996 - March 2007
Haimof Tax Consultant February 1992 - September 1996
United Coconut Planters Bank March 1984 - February 1992
Education
Notre Dame University
Bachelor of Science, Accounting
Jefferies & Co. Inc March 2007 - Present
Jefferies & Company 2007 - Present
VCA Antech, Inc October 1996 - March 2007
Haimof Tax Consultant February 1992 - September 1996
United Coconut Planters Bank March 1984 - February 1992
Education
Notre Dame University
Bachelor of Science, Accounting
John Loddo's Jefferies & Company Experience September 2010 - January 2011
Job RMBS Evaluations at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2013 - Present
Deutsche Bank January 2011 - September 2012
Jefferies & Company September 2010 - January 2011
Barclays Capital June 2004 - February 2009
Skills
RMBS Trading, RMBS Evaluations, Mortgage-Backed..., Product Control, Capital Markets, Equities, Investment Banking, Middle Office, Trading, Fixed Income, Securities, Valuation, Bloomberg, Financial Markets, MBS, Financial Services, Trading Systems, Bonds, Investments
Education
Pace University - Lubin School of Business
Bloomberg LP January 2013 - Present
Deutsche Bank January 2011 - September 2012
Jefferies & Company September 2010 - January 2011
Barclays Capital June 2004 - February 2009
Skills
RMBS Trading, RMBS Evaluations, Mortgage-Backed..., Product Control, Capital Markets, Equities, Investment Banking, Middle Office, Trading, Fixed Income, Securities, Valuation, Bloomberg, Financial Markets, MBS, Financial Services, Trading Systems, Bonds, Investments
Education
Pace University - Lubin School of Business
Tony Verceli's Jefferies & Company Experience September 2009 - May 2011
Job Financial Services Professional
Industry Financial Services
Experience
MF Global June 2011 - November 2011
Jefferies & Company September 2009 - May 2011
Education
Northwestern University 2005 — 2009
Bachelors, Communications, Business Institutions
MF Global June 2011 - November 2011
Jefferies & Company September 2009 - May 2011
Education
Northwestern University 2005 — 2009
Bachelors, Communications, Business Institutions
Josette Egan's Jefferies & Company Experience October 2010 - Present
Job Managing Director, Jefferies & Co.
Industry Financial Services
Experience
Jefferies & Company October 2010 - Present
Citi Private Bank 2008 - 2010
Education
Penn State University 1989 — 1993
BS
Jefferies & Company October 2010 - Present
Citi Private Bank 2008 - 2010
Education
Penn State University 1989 — 1993
BS
Josette Egan's Jefferies & Company Experience October 2010 - Present
Job Global Weath Management Advisor Managing Director at Jefferies & Company
Industry Investment Management
Experience
Jefferies & Company October 2010 - Present
Citigroup Private Bank 2008 - 2010
Education
Penn State University 1989 — 1993
BS
Jefferies & Company October 2010 - Present
Citigroup Private Bank 2008 - 2010
Education
Penn State University 1989 — 1993
BS
Eliot Laurence's Jefferies & Company Experience August 2000 - February 2009
Job Portfolio Manager
Industry Investment Management
Experience
Jefferies & Company August 2000 - February 2009
Jefferies Asset Management 2003 - 2009
J.C. Bradford & Company 1994 - 2000
JC Bradford 1994 - 2000
Skills
Portfolio Management, Hedge Funds, Equities, Investments, Asset Allocation
Education
New York University
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Jefferies & Company August 2000 - February 2009
Jefferies Asset Management 2003 - 2009
J.C. Bradford & Company 1994 - 2000
JC Bradford 1994 - 2000
Skills
Portfolio Management, Hedge Funds, Equities, Investments, Asset Allocation
Education
New York University
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Manjunath Tumkur Maheshchandra's Jefferies & Company Experience October 2012 - April 2014
Job Analyst at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. August 2014 - Present
Jefferies & Company October 2012 - April 2014
Polytechnic Institute of New York University September 2010 - January 2012
Jefferies & Company June 2011 - August 2011
Tata Consultancy Services October 2008 - July 2010
Skills
Java, Multithreading, EJB, J2EE Application..., J2EE Web Services, C#, WCF, WPF, Algorithms, Data Structures, Trading Software, Trading Systems, Derivatives Trading, CFDs, Equity Derivatives, Interest Rate..., Interest Rate Swaps, Interest Rate Risk...
Education
New York University 2010 — 2012
Master's degree, Computer Science
Visvesvaraya Technological University 2004 — 2008
Bachelor's degree, Computer and Information Sciences, General
JPMorgan Chase & Co. August 2014 - Present
Jefferies & Company October 2012 - April 2014
Polytechnic Institute of New York University September 2010 - January 2012
Jefferies & Company June 2011 - August 2011
Tata Consultancy Services October 2008 - July 2010
Skills
Java, Multithreading, EJB, J2EE Application..., J2EE Web Services, C#, WCF, WPF, Algorithms, Data Structures, Trading Software, Trading Systems, Derivatives Trading, CFDs, Equity Derivatives, Interest Rate..., Interest Rate Swaps, Interest Rate Risk...
Education
New York University 2010 — 2012
Master's degree, Computer Science
Visvesvaraya Technological University 2004 — 2008
Bachelor's degree, Computer and Information Sciences, General
Andre Kotch's Jefferies & Company Experience January 2013 - July 2013
Job Project Manager / Business Analyst at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch July 2013 - Present
Jefferies & Company January 2013 - July 2013
Credit Suisse July 2010 - December 2012
Fidelity Investments December 2005 - June 2010
Skills
PMO, SDLC, Business Analysis, PMP, Requirements Gathering, Project Delivery, Requirements Analysis, Software Project..., Business Requirements, Vendor Management, User Acceptance Testing, Agile Project Management, Business Process..., Resource Management, Business Process, Visio, Stakeholder Management
Education
New York University 2012 — 2012
PMP, Project Management
Aerospace Engineering Academy, St. Petersburg, Russia 1982 — 1987
Master's degree, spacecrafts
Merrill Lynch July 2013 - Present
Jefferies & Company January 2013 - July 2013
Credit Suisse July 2010 - December 2012
Fidelity Investments December 2005 - June 2010
Skills
PMO, SDLC, Business Analysis, PMP, Requirements Gathering, Project Delivery, Requirements Analysis, Software Project..., Business Requirements, Vendor Management, User Acceptance Testing, Agile Project Management, Business Process..., Resource Management, Business Process, Visio, Stakeholder Management
Education
New York University 2012 — 2012
PMP, Project Management
Aerospace Engineering Academy, St. Petersburg, Russia 1982 — 1987
Master's degree, spacecrafts
Rene Daellenbach's Jefferies & Company Experience 2006 - 2012
Job Managing Director at BCP Securities
Industry Investment Banking
Experience
BCP Securities March 2012 - Present
Jefferies & Company 2006 - 2012
FIMAT USA Inc. 1999 - 2006
UBS Investment Bank (Swiss Bank Corp. until merger) 1994 - 1998
Swiss Bank Corporation (Schweizerischer Bankverein/Societe de Banque Suisse) 1982 - 1994
Skills
Emerging Markets, Trading, Fixed Income, Bloomberg, Series 7, High Yield, Bonds
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (M.B.A.), EMP 55
Kaderschule Zurich (KSZ) 1992 — 1994
BCP Securities March 2012 - Present
Jefferies & Company 2006 - 2012
FIMAT USA Inc. 1999 - 2006
UBS Investment Bank (Swiss Bank Corp. until merger) 1994 - 1998
Swiss Bank Corporation (Schweizerischer Bankverein/Societe de Banque Suisse) 1982 - 1994
Skills
Emerging Markets, Trading, Fixed Income, Bloomberg, Series 7, High Yield, Bonds
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (M.B.A.), EMP 55
Kaderschule Zurich (KSZ) 1992 — 1994
Palani Tulewa-Gibbs's Jefferies & Company Experience March 2011 - July 2013
Job Applications Development Specialist at The Queen's Medical Center
Industry Information Technology and Services
Experience
The Queen's Medical Center August 2014 - Present
SAIC July 2014 - August 2014
TEKsystems September 2013 - July 2014
Jefferies & Company March 2011 - July 2013
Xerox July 2004 - March 2011
Honoluu Fire Department February 2003 - July 2004
City & County of Honolulu June 2001 - January 2003
Skills
SQL, SSRS, Query Writing, SQL Report Writing, Technical Support, Help Desk Support, Microsoft SQL Server
Education
University of Hawaii at Manoa 2003 — 2005
Master of Business Administration (M.B.A.), Information Technology
University of Washington 1996 — 2000
Bachelor of Arts (B.A.), Business
Punahou School 1983 — 1996
High School
The Queen's Medical Center August 2014 - Present
SAIC July 2014 - August 2014
TEKsystems September 2013 - July 2014
Jefferies & Company March 2011 - July 2013
Xerox July 2004 - March 2011
Honoluu Fire Department February 2003 - July 2004
City & County of Honolulu June 2001 - January 2003
Skills
SQL, SSRS, Query Writing, SQL Report Writing, Technical Support, Help Desk Support, Microsoft SQL Server
Education
University of Hawaii at Manoa 2003 — 2005
Master of Business Administration (M.B.A.), Information Technology
University of Washington 1996 — 2000
Bachelor of Arts (B.A.), Business
Punahou School 1983 — 1996
High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS