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,
Jefferies & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Jefferies & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Jefferies & Company Salaries. You can even request information on how much does Jefferies & Company pay if you want to. Learn about salaries, pros and cons of working for Jefferies & Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,750 Jefferies & Company employees in database. Find out everything there's to know about Jefferies & Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Jefferies & Company Employees
Employee
Years
Job
Industry
Daniella Gekhtman Daniella Gekhtman's Jefferies & Company Experience June 2013 - Present
Job Rates Sales Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC October 2013 - Present
Jefferies & Company June 2013 - Present
Goldman Sachs June 2012 - August 2012
UBS Wealth Management January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, Calculus, Multivariable Calculus, Economics, Finance, Russian, Hebrew, Financial Modeling
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2013
BA, Finance, Economics, Mathematics
Watchung Hills
Jefferies LLC October 2013 - Present
Jefferies & Company June 2013 - Present
Goldman Sachs June 2012 - August 2012
UBS Wealth Management January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, Calculus, Multivariable Calculus, Economics, Finance, Russian, Hebrew, Financial Modeling
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2013
BA, Finance, Economics, Mathematics
Watchung Hills
Roger Lemons Roger Lemons's Jefferies & Company Experience 2001 - 2007
Job President at Robles Oil & Gas
Industry Oil & Energy
Experience
Robles Oil & Gas, LLC 2009 - Present
Winter Ridge Energy, LLC 2007 - 2009
Jefferies & Company 2001 - 2007
Unocal (Union Oil Company of California) 1985 - 2000
Skills
Energy Industry, Joint Ventures, Drilling, Due Diligence, Natural Gas, Upstream, Midstream, Mergers & Acquisitions, Microsoft Office, Valuation, E&P, Oil/Gas, Microsoft Excel, Divestitures, Oil & Gas Industry, Acquisitions
Education
Stanford University 1980 — 1984
Bachelor of Science (BS), Petroleum Engineering
University of California, Irvine 1993 — 1994
Master of Business Administration (MBA)
Robles Oil & Gas, LLC 2009 - Present
Winter Ridge Energy, LLC 2007 - 2009
Jefferies & Company 2001 - 2007
Unocal (Union Oil Company of California) 1985 - 2000
Skills
Energy Industry, Joint Ventures, Drilling, Due Diligence, Natural Gas, Upstream, Midstream, Mergers & Acquisitions, Microsoft Office, Valuation, E&P, Oil/Gas, Microsoft Excel, Divestitures, Oil & Gas Industry, Acquisitions
Education
Stanford University 1980 — 1984
Bachelor of Science (BS), Petroleum Engineering
University of California, Irvine 1993 — 1994
Master of Business Administration (MBA)
Sebastian Tanner Sebastian Tanner's Jefferies & Company Experience May 2011 - June 2011
Job CF Partners (UK) LLP
Industry Financial Services
Experience
CF Partners (UK) LLP June 2015 - Present
Norddeutsche Landesbank June 2014 - August 2014
Washington University in St. Louis January 2013 - December 2013
Commerzbank AG May 2013 - August 2013
Jefferies & Company May 2011 - June 2011
MAB Development August 2010 - August 2010
Skills
German, Finance, Microsoft Word, Analysis, PowerPoint, Spanish, Statistics, Microsoft Excel, Microsoft Office, Economics, Higher Education, Bloomberg, Access, Teamwork, SPSS, Java, Financial Modeling, Financial Analysis
Education
Washington University in St. Louis - Olin Business School 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance, International Business
Singapore Management University 2014 — 2014
Rye Neck High School 2007 — 2011
Advanced Regents Diploma
CF Partners (UK) LLP June 2015 - Present
Norddeutsche Landesbank June 2014 - August 2014
Washington University in St. Louis January 2013 - December 2013
Commerzbank AG May 2013 - August 2013
Jefferies & Company May 2011 - June 2011
MAB Development August 2010 - August 2010
Skills
German, Finance, Microsoft Word, Analysis, PowerPoint, Spanish, Statistics, Microsoft Excel, Microsoft Office, Economics, Higher Education, Bloomberg, Access, Teamwork, SPSS, Java, Financial Modeling, Financial Analysis
Education
Washington University in St. Louis - Olin Business School 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance, International Business
Singapore Management University 2014 — 2014
Rye Neck High School 2007 — 2011
Advanced Regents Diploma
Emery Lees Emery Lees's Jefferies & Company Experience 2005 - 2007
Job Social Media and Community Strategist
Industry Management Consulting
Experience
ROI Communication March 2015 - Present
AECOM January 2015 - March 2015
URS Corporation July 2012 - January 2015
URS Corporation May 2009 - July 2012
Google January 2008 - October 2008
Saints Capital May 2008 - August 2008
Jefferies & Company 2005 - 2007
Deutsche Bank 2004 - 2005
Deutsche Bank 2003 - 2004
CompuMentor (now TechSoup Global) August 2001 - August 2002
Skills
Marketing Strategy, Outlook, Excel, PowerPoint, Change Management, Social Media, Product Development, Microsoft Office, Microsoft Excel, Social Networking, Fundraising, Marketing, Advertising, Social Media Marketing, Public Speaking, Public Relations, Project Management, Market Research, Microsoft Word, Leadership, Project Planning, Marketing Communications, Program Management, Management, Strategic Planning, Proposal Writing, Training, Business Development, Strategy, Budgets, Strategic Communications
Education
UC Berkeley 2000 — 2004
BA
Università degli Studi di Siena 2003 — 2003
UC Education Abroad Program
Santa Rosa Junior College 1997 — 2000
AS/AA
San Marin High School
ROI Communication March 2015 - Present
AECOM January 2015 - March 2015
URS Corporation July 2012 - January 2015
URS Corporation May 2009 - July 2012
Google January 2008 - October 2008
Saints Capital May 2008 - August 2008
Jefferies & Company 2005 - 2007
Deutsche Bank 2004 - 2005
Deutsche Bank 2003 - 2004
CompuMentor (now TechSoup Global) August 2001 - August 2002
Skills
Marketing Strategy, Outlook, Excel, PowerPoint, Change Management, Social Media, Product Development, Microsoft Office, Microsoft Excel, Social Networking, Fundraising, Marketing, Advertising, Social Media Marketing, Public Speaking, Public Relations, Project Management, Market Research, Microsoft Word, Leadership, Project Planning, Marketing Communications, Program Management, Management, Strategic Planning, Proposal Writing, Training, Business Development, Strategy, Budgets, Strategic Communications
Education
UC Berkeley 2000 — 2004
BA
Università degli Studi di Siena 2003 — 2003
UC Education Abroad Program
Santa Rosa Junior College 1997 — 2000
AS/AA
San Marin High School
Anthony DiStefano Anthony DiStefano's Jefferies & Company Experience July 2000 - December 2007
Job Financial Representative at Creative Financial Group of NJ
Industry Investment Management
Experience
Prudential Financial April 2014 - May 2015
Creative Financial Group of NJ July 2010 - September 2013
US Census Bureau 2009 - 2010
AXA Advisors March 2008 - October 2008
Jefferies & Company July 2000 - December 2007
Ladenburg Thalmann August 1997 - July 2000
American Futures Group May 1995 - August 1997
Skills
Trading, Investments, Series 7, Hedge Funds, Fixed Annuities, Series 63, Securities, Wealth Management, Equities, Retirement Planning, Investment Strategies, Finance, Strategic Financial..., IRAs, Investment Advisory, Retirement, 401k, Estate Planning, Asset Allocation, Series 6, Financial Planners, Mutual Funds, Bonds, Roth IRA, 529 Plans, 401k Rollovers, Investment Management, FINRA, Disability Insurance, Variable Annuities, Life Insurance, Financial Planning
Education
St. Francis College 1978 — 1982
Bachelor of Science, Business Administration
sacred heart brooklyn ny
Prudential Financial April 2014 - May 2015
Creative Financial Group of NJ July 2010 - September 2013
US Census Bureau 2009 - 2010
AXA Advisors March 2008 - October 2008
Jefferies & Company July 2000 - December 2007
Ladenburg Thalmann August 1997 - July 2000
American Futures Group May 1995 - August 1997
Skills
Trading, Investments, Series 7, Hedge Funds, Fixed Annuities, Series 63, Securities, Wealth Management, Equities, Retirement Planning, Investment Strategies, Finance, Strategic Financial..., IRAs, Investment Advisory, Retirement, 401k, Estate Planning, Asset Allocation, Series 6, Financial Planners, Mutual Funds, Bonds, Roth IRA, 529 Plans, 401k Rollovers, Investment Management, FINRA, Disability Insurance, Variable Annuities, Life Insurance, Financial Planning
Education
St. Francis College 1978 — 1982
Bachelor of Science, Business Administration
sacred heart brooklyn ny
Jimmy Secretarski Jimmy Secretarski's Jefferies & Company Experience June 2003 - June 2005
Job Managing Partner at H&Q Advisory Partners
Industry Investment Banking
Experience
H&Q Advisory Partners July 2014 - Present
CHILDS Advisory Partners January 2009 - June 2014
Morgan Keegan July 2005 - July 2008
Jefferies & Company June 2003 - June 2005
J.P. Morgan 2001 - 2003
Hambrecht & Quist June 1998 - June 2001
Skills
Private Equity, Capital Markets, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, M&A experience, Investments, Financial Analysis, Finance, Mergers & Acquisitions, Private Placements, Corporate Development, Venture Capital
Education
Siena College 1994 — 1998
BS, Finance
Arrowhead High School 1990 — 1994
H&Q Advisory Partners July 2014 - Present
CHILDS Advisory Partners January 2009 - June 2014
Morgan Keegan July 2005 - July 2008
Jefferies & Company June 2003 - June 2005
J.P. Morgan 2001 - 2003
Hambrecht & Quist June 1998 - June 2001
Skills
Private Equity, Capital Markets, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, M&A experience, Investments, Financial Analysis, Finance, Mergers & Acquisitions, Private Placements, Corporate Development, Venture Capital
Education
Siena College 1994 — 1998
BS, Finance
Arrowhead High School 1990 — 1994
Colleen Dunn Colleen Dunn's Jefferies & Company Experience June 2006 - August 2006
Job Senior Accountant at Colony Capital
Industry Accounting
Experience
Colony Capital August 2014 - Present
Westfield November 2012 - July 2014
EXL Service February 2011 - July 2012
EXL Service November 2009 - February 2011
Southern Methodist University 2007 - 2008
Jefferies & Company June 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Microsoft Excel, Microsoft Office, Accounts Receivable, Financial Accounting, Outlook, Account Reconciliation
Education
Southern Methodist University 2004 — 2009
Bachelor of Arts (B.A.), Markets and Culture
Marymount Highschool 2000 — 2004
Colony Capital August 2014 - Present
Westfield November 2012 - July 2014
EXL Service February 2011 - July 2012
EXL Service November 2009 - February 2011
Southern Methodist University 2007 - 2008
Jefferies & Company June 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Microsoft Excel, Microsoft Office, Accounts Receivable, Financial Accounting, Outlook, Account Reconciliation
Education
Southern Methodist University 2004 — 2009
Bachelor of Arts (B.A.), Markets and Culture
Marymount Highschool 2000 — 2004
Rebekka Hanle Rebekka Hanle's Jefferies & Company Experience July 2011 - October 2012
Job Wholesale Insurance Broker at AmWINS Group
Industry Investment Banking
Experience
AmWINS Group November 2012 - Present
Jefferies & Company July 2011 - October 2012
James A. Baker III Institute for Public Policy - Rice University August 2010 - May 2011
Vermoegensmanagement BC, Germany May 2009 - June 2009
Various Tennis Clubs July 2006 - June 2007
Skills
Fluent in German,..., Conversational in French
Education
Rice University 2007 — 2011
Bachelor of Arts (B.A.), Mathematical Economic Analysis, Hispanic Studies, 3.82/4.0
AmWINS Group November 2012 - Present
Jefferies & Company July 2011 - October 2012
James A. Baker III Institute for Public Policy - Rice University August 2010 - May 2011
Vermoegensmanagement BC, Germany May 2009 - June 2009
Various Tennis Clubs July 2006 - June 2007
Skills
Fluent in German,..., Conversational in French
Education
Rice University 2007 — 2011
Bachelor of Arts (B.A.), Mathematical Economic Analysis, Hispanic Studies, 3.82/4.0
Loren Mariquit Loren Mariquit's Jefferies & Company Experience June 2013 - August 2013
Job Operations Summer Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies June 2014 - Present
Jefferies & Company June 2013 - August 2013
Merrill Lynch October 2012 - February 2013
SEI June 2012 - August 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, Microsoft Access, Security Operations, Project Management, Finance, Macros, Bloomberg Terminal, Broadridge: Impact...
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree in Finance, Finance
Jefferies June 2014 - Present
Jefferies & Company June 2013 - August 2013
Merrill Lynch October 2012 - February 2013
SEI June 2012 - August 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, Microsoft Access, Security Operations, Project Management, Finance, Macros, Bloomberg Terminal, Broadridge: Impact...
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree in Finance, Finance
Michael Nolop Michael Nolop's Jefferies & Company Experience December 2012 - Present
Job CDO/CLO Trader at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company December 2012 - Present
UBS Investment Bank July 2011 - November 2012
Stanford Graduate School of Business 2010 - 2011
Sandler O'Neill & Partners, L.P. June 2010 - August 2010
Bloomberg LP June 2008 - August 2008
Skills
Fixed Income, CLO, CBO, CDO, Structured Products, Credit Derivatives
Education
Stanford University 2007 — 2011
BA, Economics
Jefferies & Company December 2012 - Present
UBS Investment Bank July 2011 - November 2012
Stanford Graduate School of Business 2010 - 2011
Sandler O'Neill & Partners, L.P. June 2010 - August 2010
Bloomberg LP June 2008 - August 2008
Skills
Fixed Income, CLO, CBO, CDO, Structured Products, Credit Derivatives
Education
Stanford University 2007 — 2011
BA, Economics
Jennifer Tolipani Jennifer Tolipani's Jefferies & Company Experience October 2005 - Present
Job AVP at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company October 2005 - Present
Jefferies & Company October 2005 - Present
Skills
Valuation, Capital Markets, Financial Services, Investment Banking, Recruiting, Human Resources, Team Building, Employee Relations, Employee Training, Administrative Staffing, Customer Service, Management, Budgets
Education
St. John's University
Bachelor of Science (BS)
Jefferies & Company October 2005 - Present
Jefferies & Company October 2005 - Present
Skills
Valuation, Capital Markets, Financial Services, Investment Banking, Recruiting, Human Resources, Team Building, Employee Relations, Employee Training, Administrative Staffing, Customer Service, Management, Budgets
Education
St. John's University
Bachelor of Science (BS)
Macchiarola, Michael Macchiarola, Michael's Jefferies & Company Experience November 1994 - August 2005
Job Execution Consultant at Bloomberg Tradebook
Industry Investment Management
Experience
Bloomberg Tradebook March 2010 - Present
M. J. Whitman LLC July 2009 - April 2010
Cantor Fitzgerald August 2005 - June 2009
Jefferies & Company November 1994 - August 2005
Kidder Peabody January 1993 - October 1994
Robb Peck & McCooey Clearing Corporation February 1992 - March 1994
Pershing & Company, Inc January 1990 - February 1992
Skills
Program Trading, Research, Public Speaking, Investment Sales, Equities, Equity Trading, Bloomberg, Trading, Series 7, Hedge Funds, Electronic Trading, Series 63, Equity Research, Financial Markets, Financial Risk, Financial Services, Investments, Market Data, Middle Office, Mutual Funds, Options, Portfolio Management, Prime Brokerage, Proprietary Trading, Risk Management, Securities, Trading Strategies, Trading Systems, ETFs, Derivatives, Bloomberg Terminal, Securities Lending, Settlement, Capital Markets, Fixed Income, Institutional...
Education
Saint Peter's College 1989 — 1997
a Bachelor of Science degree; Associate of Arts degree, International Business; Trade; Business Management
St. Peter's College 1989 — 1997
Bachelor of Science (BS), International Business/Trade/Commerce
St. Peter's College 1989 — 1997
Bachelor of Science (B.S.), International Business/Trade/Commerce
Cedar Ridge High School 1985 — 1988
Bloomberg Tradebook March 2010 - Present
M. J. Whitman LLC July 2009 - April 2010
Cantor Fitzgerald August 2005 - June 2009
Jefferies & Company November 1994 - August 2005
Kidder Peabody January 1993 - October 1994
Robb Peck & McCooey Clearing Corporation February 1992 - March 1994
Pershing & Company, Inc January 1990 - February 1992
Skills
Program Trading, Research, Public Speaking, Investment Sales, Equities, Equity Trading, Bloomberg, Trading, Series 7, Hedge Funds, Electronic Trading, Series 63, Equity Research, Financial Markets, Financial Risk, Financial Services, Investments, Market Data, Middle Office, Mutual Funds, Options, Portfolio Management, Prime Brokerage, Proprietary Trading, Risk Management, Securities, Trading Strategies, Trading Systems, ETFs, Derivatives, Bloomberg Terminal, Securities Lending, Settlement, Capital Markets, Fixed Income, Institutional...
Education
Saint Peter's College 1989 — 1997
a Bachelor of Science degree; Associate of Arts degree, International Business; Trade; Business Management
St. Peter's College 1989 — 1997
Bachelor of Science (BS), International Business/Trade/Commerce
St. Peter's College 1989 — 1997
Bachelor of Science (B.S.), International Business/Trade/Commerce
Cedar Ridge High School 1985 — 1988
Robert Carington Robert Carington's Jefferies & Company Experience 1993 - 1998
Job Managing Partner at DRC Interests, LLC
Industry Oil & Energy
Experience
DRC Interests, LLC 2010 - Present
Admiral Bay Resources 2005 - 2010
Abraxas Petroleum 1998 - 2005
Jefferies & Company 1993 - 1998
Howard Weil 1990 - 1993
Unocal 1982 - 1990
Skills
Registered Petroleum..., Private Equity, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Mergers, Divestitures, Investment Banking, Energy Industry, Equities, Energy, Petroleum, Natural Gas, Upstream, Capital Markets, Contract Negotiation, Gas
Education
University of Houston 1987 — 1990
MBA, Finance
Rice University 1979 — 1983
BSME, Engineering
DRC Interests, LLC 2010 - Present
Admiral Bay Resources 2005 - 2010
Abraxas Petroleum 1998 - 2005
Jefferies & Company 1993 - 1998
Howard Weil 1990 - 1993
Unocal 1982 - 1990
Skills
Registered Petroleum..., Private Equity, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Mergers, Divestitures, Investment Banking, Energy Industry, Equities, Energy, Petroleum, Natural Gas, Upstream, Capital Markets, Contract Negotiation, Gas
Education
University of Houston 1987 — 1990
MBA, Finance
Rice University 1979 — 1983
BSME, Engineering
Brad Scherer Brad Scherer's Jefferies & Company Experience April 2006 - July 2008
Job Investor Relations Manager at SBM Offshore
Industry Security and Investigations
Experience
SBM Offshore April 2015 - Present
SBM Offshore July 2014 - February 2015
Clarkson Capital Markets October 2010 - July 2012
Riverside Resources September 2008 - September 2010
Jefferies & Company April 2006 - July 2008
Skills
Financial Modeling, Investment Banking, Capital Markets, Due Diligence, Corporate Finance, Valuation, Analysis, Investments, Mergers & Acquisitions, Financial Analysis, Finance, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA)
Rice University 2002 — 2006
BA, Economics and History
SBM Offshore April 2015 - Present
SBM Offshore July 2014 - February 2015
Clarkson Capital Markets October 2010 - July 2012
Riverside Resources September 2008 - September 2010
Jefferies & Company April 2006 - July 2008
Skills
Financial Modeling, Investment Banking, Capital Markets, Due Diligence, Corporate Finance, Valuation, Analysis, Investments, Mergers & Acquisitions, Financial Analysis, Finance, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA)
Rice University 2002 — 2006
BA, Economics and History
Richard Kradjel Richard Kradjel's Jefferies & Company Experience April 2009 - September 2010
Job Managing Director, Energy and Project Finance at Societe Generale
Industry Investment Banking
Experience
Societe Generale September 2010 - Present
Jefferies & Company April 2009 - September 2010
Lazard June 2002 - March 2009
Credit Suisse April 2000 - May 2002
Skills
Private Equity, Venture Capital, Corporate Finance, Investment Banking, Private Placements, Entrepreneurship, Finance, Capital Markets, Valuation, Financial Modeling, LBO, Equities, Financial Structuring, Structured Finance
Education
NYU Stern School of Business 1992 — 1995
Advanced Professional Certificate, Taxation
The University of Chicago - Booth School of Business 1986 — 1988
Master of Business Administration (MBA), Accounting and Finance
Rice University 1978 — 1982
Bachelor of Science (B.S.), Chemical Engineering
The Haverford School 1973 — 1978
Diploma
Societe Generale September 2010 - Present
Jefferies & Company April 2009 - September 2010
Lazard June 2002 - March 2009
Credit Suisse April 2000 - May 2002
Skills
Private Equity, Venture Capital, Corporate Finance, Investment Banking, Private Placements, Entrepreneurship, Finance, Capital Markets, Valuation, Financial Modeling, LBO, Equities, Financial Structuring, Structured Finance
Education
NYU Stern School of Business 1992 — 1995
Advanced Professional Certificate, Taxation
The University of Chicago - Booth School of Business 1986 — 1988
Master of Business Administration (MBA), Accounting and Finance
Rice University 1978 — 1982
Bachelor of Science (B.S.), Chemical Engineering
The Haverford School 1973 — 1978
Diploma
Colin Elder Colin Elder's Jefferies & Company Experience June 2005 - February 2010
Job Strategy Engineer at CROSCON
Industry Internet
Experience
CROSCON March 2013 - Present
Bascom Hill Partners March 2010 - May 2012
Jefferies & Company June 2005 - February 2010
Bear Stearns July 2004 - June 2005
Skills
Trading Systems, Eze Castle, REDI, Reuters, Bloomberg, Technical Analysis, Equities, Equities Technology, Trading Operations, Hedge Funds, Software Design, Efficiency, Investments, Trading Strategies, Trading, Derivatives, Strategy, Fixed Income, Capital Markets, Financial Analysis, Options, Social Media
Education
State University of New York at Oswego 2000 — 2004
Bachelor of Science (BS), Finance, Econmics
CROSCON March 2013 - Present
Bascom Hill Partners March 2010 - May 2012
Jefferies & Company June 2005 - February 2010
Bear Stearns July 2004 - June 2005
Skills
Trading Systems, Eze Castle, REDI, Reuters, Bloomberg, Technical Analysis, Equities, Equities Technology, Trading Operations, Hedge Funds, Software Design, Efficiency, Investments, Trading Strategies, Trading, Derivatives, Strategy, Fixed Income, Capital Markets, Financial Analysis, Options, Social Media
Education
State University of New York at Oswego 2000 — 2004
Bachelor of Science (BS), Finance, Econmics
Robert Justin Fani Robert Justin Fani's Jefferies & Company Experience March 2009 - May 2009
Job Strategic Initiatives Analyst at American Express
Industry Financial Services
Experience
American Express October 2012 - Present
Halo Realty NJ & NY February 2014 - Present
Banca IMI Securities March 2011 - December 2012
Jefferies & Company March 2009 - May 2009
Deutsche Bank October 2007 - March 2009
Skills
Finance, Fixed Income, Data Analytics, Equities, Bloomberg, SWIFT payments, Trade Support, Client Services, Middle Office, Bonds, Account Reconciliation, Trade Capture, International..., FX, Systems Migration, Straight Through..., Pivot Tables, Vlookup, Vendor Relationships, M&A analysis, Budget Forecasts, E2E Process Mgmt, Trading, FX Options, Financial Modeling, Analysis, Financial Analysis, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2007
M.B.A, Finance
Holmdel High School 1998 — 2001
American Express October 2012 - Present
Halo Realty NJ & NY February 2014 - Present
Banca IMI Securities March 2011 - December 2012
Jefferies & Company March 2009 - May 2009
Deutsche Bank October 2007 - March 2009
Skills
Finance, Fixed Income, Data Analytics, Equities, Bloomberg, SWIFT payments, Trade Support, Client Services, Middle Office, Bonds, Account Reconciliation, Trade Capture, International..., FX, Systems Migration, Straight Through..., Pivot Tables, Vlookup, Vendor Relationships, M&A analysis, Budget Forecasts, E2E Process Mgmt, Trading, FX Options, Financial Modeling, Analysis, Financial Analysis, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2007
M.B.A, Finance
Holmdel High School 1998 — 2001
George Kursar's Jefferies & Company Experience January 2012 - Present
Job Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company January 2012 - Present
Deutsche Bank November 2005 - January 2012
Bear Stearns February 2004 - November 2005
McCann Erickson February 2000 - August 2003
College Pro 1997 - 1998
Skills
Equities, Series 7, Bloomberg, Equity Trading, Hedge Funds, Series 63, Capital Markets
Education
Saint John's University 2003 — 2006
MBA, Finance
SUNY Potsdam 1995 — 1999
Bachelor's degree
Sachem High School 1991 — 1995
Jefferies & Company January 2012 - Present
Deutsche Bank November 2005 - January 2012
Bear Stearns February 2004 - November 2005
McCann Erickson February 2000 - August 2003
College Pro 1997 - 1998
Skills
Equities, Series 7, Bloomberg, Equity Trading, Hedge Funds, Series 63, Capital Markets
Education
Saint John's University 2003 — 2006
MBA, Finance
SUNY Potsdam 1995 — 1999
Bachelor's degree
Sachem High School 1991 — 1995
Richard Close Richard Close's Jefferies & Company Experience October 2003 - December 2010
Job Managing Director, Canaccord Genuity Group, Inc.
Industry Investment Banking
Experience
Canaccord Genuity Group Inc. May 2015 - Present
TN HIMSS 2009 - Present
Avondale Partners, LLC May 2011 - April 2015
Jefferies & Company October 2003 - December 2010
SunTrust Robinson Humphrey August 2001 - September 2003
SunTrust Equitable Securities January 1998 - July 2001
Equitable Securities February 1996 - December 1997
Montgomery Asset Management March 1994 - January 1996
Skills
Financial Modeling, Equity Research, Equities, Private Equity, IPO, LBO, Venture Capital, Investments, Valuation, Finance, Equity Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, M&A experience, Corporate Development, Business Valuation, Alternative Investments, Mergers, Healthcare Information..., Healthcare Analytics, Healthcare Improvement, Healthcare Reimbursement, Analysis
Education
Rochester Institute of Technology 1987 — 1991
Bachelor's of Science, Economics
Canaccord Genuity Group Inc. May 2015 - Present
TN HIMSS 2009 - Present
Avondale Partners, LLC May 2011 - April 2015
Jefferies & Company October 2003 - December 2010
SunTrust Robinson Humphrey August 2001 - September 2003
SunTrust Equitable Securities January 1998 - July 2001
Equitable Securities February 1996 - December 1997
Montgomery Asset Management March 1994 - January 1996
Skills
Financial Modeling, Equity Research, Equities, Private Equity, IPO, LBO, Venture Capital, Investments, Valuation, Finance, Equity Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, M&A experience, Corporate Development, Business Valuation, Alternative Investments, Mergers, Healthcare Information..., Healthcare Analytics, Healthcare Improvement, Healthcare Reimbursement, Analysis
Education
Rochester Institute of Technology 1987 — 1991
Bachelor's of Science, Economics
Ahmed Zeineldine Ahmed Zeineldine's Jefferies & Company Experience October 2012 - March 2013
Job Analyst
Industry Marketing and Advertising
Experience
MediaCom November 2013 - July 2014
Jefferies & Company October 2012 - March 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Account Management, Project Management, Financial Analysis, Outlook, Sales, New Business Development, Team Building, Contract Negotiation, Accounting, Due Diligence, Marketing, Market Research, Financial Modeling, Finance, Financial Risk, Analysis, Forecasting, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Bachelor of Science, Finance
MediaCom November 2013 - July 2014
Jefferies & Company October 2012 - March 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Account Management, Project Management, Financial Analysis, Outlook, Sales, New Business Development, Team Building, Contract Negotiation, Accounting, Due Diligence, Marketing, Market Research, Financial Modeling, Finance, Financial Risk, Analysis, Forecasting, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Bachelor of Science, Finance
Amanda Cuomo Amanda Cuomo's Jefferies & Company Experience 2011 - 2012
Job Administrator at Etsy
Industry Writing and Editing
Experience
Etsy August 2015 - Present
Fordham University April 2015 - June 2015
Hotsand AP August 2014 - April 2015
Method November 2014 - November 2014
Chobani November 2012 - May 2014
Chobani, Inc. July 2013 - October 2013
Jefferies & Company 2011 - 2012
MannKind Corporation 2010 - 2011
MBL Communications 2009 - 2009
Asbury Park Press May 2008 - August 2008
Skills
QuickBooks, Microsoft Word, Microsoft Office, Editing, Microsoft Excel, Pharmaceutical Industry, Databases, Proofreading, Diabetes, Data Management, PowerPoint, Research, Software Documentation, Data Entry, Social Media, Management, Event Planning, Public Relations, Leadership, Marketing, Customer Service, Communication, Event Management, Social Networking, WordPress, Squarespace, Oracle Database, Clinical Data Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
B.A., Journalism & Media Studies
Etsy August 2015 - Present
Fordham University April 2015 - June 2015
Hotsand AP August 2014 - April 2015
Method November 2014 - November 2014
Chobani November 2012 - May 2014
Chobani, Inc. July 2013 - October 2013
Jefferies & Company 2011 - 2012
MannKind Corporation 2010 - 2011
MBL Communications 2009 - 2009
Asbury Park Press May 2008 - August 2008
Skills
QuickBooks, Microsoft Word, Microsoft Office, Editing, Microsoft Excel, Pharmaceutical Industry, Databases, Proofreading, Diabetes, Data Management, PowerPoint, Research, Software Documentation, Data Entry, Social Media, Management, Event Planning, Public Relations, Leadership, Marketing, Customer Service, Communication, Event Management, Social Networking, WordPress, Squarespace, Oracle Database, Clinical Data Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
B.A., Journalism & Media Studies
Gavin Gyle Gavin Gyle's Jefferies & Company Experience March 2007 - August 2013
Job IT Specialist at IBM
Industry Computer Software
Experience
IBM August 2013 - Present
Jefferies & Company March 2007 - August 2013
Bank of America January 2006 - March 2007
Citi May 2005 - September 2005
Skills
JavaScript, JSP, Java, SQL, Unix, Web Services, Struts, C++, Crystal Reports, CVS, JBoss Application Server, XML, XSLT, Microsoft SQL Server, Sybase, Tomcat, POI, JCIFS, JSCH, Geneva, HTML, HTTP, Informix, JAX-WS, CSS, Google Maps, WebSphere Portal, WebSphere Application..., SSO, Visio, Object Oriented Design, Perl, Core Java
Education
Rensselaer Polytechnic Institute 2001 — 2005
Bachelor of Science (B.S.), Computer Science
IBM August 2013 - Present
Jefferies & Company March 2007 - August 2013
Bank of America January 2006 - March 2007
Citi May 2005 - September 2005
Skills
JavaScript, JSP, Java, SQL, Unix, Web Services, Struts, C++, Crystal Reports, CVS, JBoss Application Server, XML, XSLT, Microsoft SQL Server, Sybase, Tomcat, POI, JCIFS, JSCH, Geneva, HTML, HTTP, Informix, JAX-WS, CSS, Google Maps, WebSphere Portal, WebSphere Application..., SSO, Visio, Object Oriented Design, Perl, Core Java
Education
Rensselaer Polytechnic Institute 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Ali Hassani Ali Hassani's Jefferies & Company Experience June 2011 - May 2014
Job Consultant at Capco
Industry Investment Banking
Experience
Capco May 2014 - Present
Jefferies & Company June 2011 - May 2014
Jefferies & Company February 2011 - May 2011
Stevens Institute of Technology June 2010 - May 2011
Self-employed May 2008 - April 2009
University of Tehran January 2006 - June 2008
University of Tehran January 2006 - June 2008
Skills
Project Management..., Business Intelligence..., Data Analysis, Valuation, Financial Modeling, Quantitative Analytics, Statistics, Data Mining, Analysis, SAS, Economics, VBA, Bloomberg, Quantitative Finance, Monte Carlo Simulation, Mathematical Modeling, Financial Analysis, Derivatives, Fixed Income, Capital Markets, Equities, Microsoft Office, Microsoft Excel, Financial Markets, Risk Analysis, Risk Management, Research, Econometrics, Time Series Analysis, Eviews, Options, Credit Risk, Corporate Finance, Financial Engineering, Market Risk, Portfolio Management, Equity Derivatives, Stochastic Calculus, Microeconomics, Qualitative Research, C, Bloomberg Terminal, Probability Theory, Simulations, Bonds, Technical Analysis, Stochastic Processes, Equity Valuation, Financial Risk, Trading
Education
Stevens Institute of Technology 2009 — 2011
M.S., Financial Engineering, 3.97/4.0
University of Tehran 2004 — 2008
B.A., Economics, 17.93/20.0
Capco May 2014 - Present
Jefferies & Company June 2011 - May 2014
Jefferies & Company February 2011 - May 2011
Stevens Institute of Technology June 2010 - May 2011
Self-employed May 2008 - April 2009
University of Tehran January 2006 - June 2008
University of Tehran January 2006 - June 2008
Skills
Project Management..., Business Intelligence..., Data Analysis, Valuation, Financial Modeling, Quantitative Analytics, Statistics, Data Mining, Analysis, SAS, Economics, VBA, Bloomberg, Quantitative Finance, Monte Carlo Simulation, Mathematical Modeling, Financial Analysis, Derivatives, Fixed Income, Capital Markets, Equities, Microsoft Office, Microsoft Excel, Financial Markets, Risk Analysis, Risk Management, Research, Econometrics, Time Series Analysis, Eviews, Options, Credit Risk, Corporate Finance, Financial Engineering, Market Risk, Portfolio Management, Equity Derivatives, Stochastic Calculus, Microeconomics, Qualitative Research, C, Bloomberg Terminal, Probability Theory, Simulations, Bonds, Technical Analysis, Stochastic Processes, Equity Valuation, Financial Risk, Trading
Education
Stevens Institute of Technology 2009 — 2011
M.S., Financial Engineering, 3.97/4.0
University of Tehran 2004 — 2008
B.A., Economics, 17.93/20.0
Meng Wu Meng Wu's Jefferies & Company Experience May 2010 - July 2010
Job Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies July 2014 - Present
Jefferies LLC July 2011 - July 2014
Jefferies & Company May 2010 - July 2010
Rice Univeristy Social Science Undergraduate Research Enterprise January 2010 - May 2010
Merrill Lynch September 2009 - December 2009
James A. Baker III Institute for Public Policy - Rice University February 2008 - April 2009
Education
Rice University 2007 — 2011
BA, Economics, Applied Math.
Jefferies July 2014 - Present
Jefferies LLC July 2011 - July 2014
Jefferies & Company May 2010 - July 2010
Rice Univeristy Social Science Undergraduate Research Enterprise January 2010 - May 2010
Merrill Lynch September 2009 - December 2009
James A. Baker III Institute for Public Policy - Rice University February 2008 - April 2009
Education
Rice University 2007 — 2011
BA, Economics, Applied Math.
Spencer Hakim's Jefferies & Company Experience June 2007 - August 2007
Job C#, LAMP, and probably other things Developer
Industry Computer Software
Experience
D3 LED, LLC March 2011 - Present
Street Systems, LLC October 2010 - February 2011
D3 LED, LLC October 2010 - October 2010
iD Tech Camps June 2010 - August 2010
BuyLocal RCOS September 2009 - December 2009
RPI Shoutbox January 2009 - May 2009
Jefferies & Company June 2007 - August 2007
Jefferies & Company July 2006 - September 2006
Skills
C#, MySQL, HTML 5, PHP, JavaScript, CSS, LAMP
Education
Rensselaer Polytechnic Institute 2007 — 2009
Computer Science
D3 LED, LLC March 2011 - Present
Street Systems, LLC October 2010 - February 2011
D3 LED, LLC October 2010 - October 2010
iD Tech Camps June 2010 - August 2010
BuyLocal RCOS September 2009 - December 2009
RPI Shoutbox January 2009 - May 2009
Jefferies & Company June 2007 - August 2007
Jefferies & Company July 2006 - September 2006
Skills
C#, MySQL, HTML 5, PHP, JavaScript, CSS, LAMP
Education
Rensselaer Polytechnic Institute 2007 — 2009
Computer Science
Scott Fitzgerald, CPA Scott Fitzgerald, CPA's Jefferies & Company Experience December 1996 - March 2007
Job Manager of Accounting at Fedway Associates
Industry Accounting
Experience
Fedway Associates 2015 - Present
EisnerAmper LLP 2010 - 2015
Assent LLC 2008 - 2009
State Street February 2008 - October 2008
JPMorgan Chase September 2007 - December 2007
Jefferies & Company December 1996 - March 2007
Pershing January 1994 - December 1996
Hilton Hotels 1989 - 1993
Skills
Financial Statements, Auditing, Accounting, Tax, QuickBooks, Financial Reporting, Tax Returns, CPA, Tax Preparation, Finance, Audits of Employee..., GAAP, Journal Entries, Analysis, Securities, NJCPA Leader
Education
Fairleigh Dickinson University-Florham Campus 1997 — 2000
MBA, Finance
Seton Hall University 1988 — 1993
BS, Finance
Raritan Valley Community College
Certificate, Accounting
Fedway Associates 2015 - Present
EisnerAmper LLP 2010 - 2015
Assent LLC 2008 - 2009
State Street February 2008 - October 2008
JPMorgan Chase September 2007 - December 2007
Jefferies & Company December 1996 - March 2007
Pershing January 1994 - December 1996
Hilton Hotels 1989 - 1993
Skills
Financial Statements, Auditing, Accounting, Tax, QuickBooks, Financial Reporting, Tax Returns, CPA, Tax Preparation, Finance, Audits of Employee..., GAAP, Journal Entries, Analysis, Securities, NJCPA Leader
Education
Fairleigh Dickinson University-Florham Campus 1997 — 2000
MBA, Finance
Seton Hall University 1988 — 1993
BS, Finance
Raritan Valley Community College
Certificate, Accounting
Rocco Gibaldi Rocco Gibaldi's Jefferies & Company Experience 2007 - 2008
Job Experienced Technology Project Manager and Business Analyst specializing in Investment Management
Industry Management Consulting
Experience
The Blackstone Group June 2007 - Present
Metro Solutions Inc June 2005 - Present
ISI Group January 2004 - Present
Elite Technology Consulting December 1998 - Present
Geller & Company November 2011 - July 2012
Jefferies & Company 2007 - 2008
Wilmington Trust August 2006 - July 2007
The Blackstone Group 2005 - 2007
Credit Suisse April 2001 - February 2006
Deutsche Bank September 2000 - April 2001
Skills
Hedge Funds, Banking, Investment Management, Securities, Private Banking, Portfolio Management, Asset Managment, Fixed Income, Equities, Capital Markets, Investment Banking, Financial Services, Project Management, Fund Of Funds, Family Office, Investments, Wealth Management, Software Development, Business Process, Business Analysis, Asset Management, Financial Analysis, Mergers & Acquisitions, SDLC, Integration, Fund Accounting, ITIL, Private Equity, Mutual Funds, Derivatives, Alternative Investments, Financial Modeling, Finance, Management, Back Office, Emerging Markets, Equity Trading, Funding, Trading Systems, Trading, PMO, Consulting, Bloomberg, Risk Management, Financial Markets, CRM, IT Strategy, Data Center, Valuation, Enterprise Architecture
Education
Rensselaer Polytechnic Institute 1974 — 1975
MS
St. John's University 1970 — 1974
BS
The Blackstone Group June 2007 - Present
Metro Solutions Inc June 2005 - Present
ISI Group January 2004 - Present
Elite Technology Consulting December 1998 - Present
Geller & Company November 2011 - July 2012
Jefferies & Company 2007 - 2008
Wilmington Trust August 2006 - July 2007
The Blackstone Group 2005 - 2007
Credit Suisse April 2001 - February 2006
Deutsche Bank September 2000 - April 2001
Skills
Hedge Funds, Banking, Investment Management, Securities, Private Banking, Portfolio Management, Asset Managment, Fixed Income, Equities, Capital Markets, Investment Banking, Financial Services, Project Management, Fund Of Funds, Family Office, Investments, Wealth Management, Software Development, Business Process, Business Analysis, Asset Management, Financial Analysis, Mergers & Acquisitions, SDLC, Integration, Fund Accounting, ITIL, Private Equity, Mutual Funds, Derivatives, Alternative Investments, Financial Modeling, Finance, Management, Back Office, Emerging Markets, Equity Trading, Funding, Trading Systems, Trading, PMO, Consulting, Bloomberg, Risk Management, Financial Markets, CRM, IT Strategy, Data Center, Valuation, Enterprise Architecture
Education
Rensselaer Polytechnic Institute 1974 — 1975
MS
St. John's University 1970 — 1974
BS
Matt Grosmann's Jefferies & Company Experience July 2012 - July 2013
Job Vice President at Dunes Point Capital, LLC
Industry Venture Capital & Private Equity
Experience
Dunes Point Capital, LLC February 2015 - Present
Dunes Point Capital, LLC July 2013 - January 2015
Jefferies & Company July 2012 - July 2013
Jefferies & Company February 2010 - June 2012
MHT Partners August 2008 - December 2009
Behringer Harvard April 2007 - December 2007
Skills
Investment Banking, Financial Modeling, M&A experience, Fixed Income, Series 63, Venture Capital, Accounting, Leveraged Finance, Business Valuation
Education
Southern Methodist University 2006 — 2008
B.S., Economics with Financial Applications
Rhodes College 2004 — 2006
Jesuit College Preparatory 2000 — 2004
Dunes Point Capital, LLC February 2015 - Present
Dunes Point Capital, LLC July 2013 - January 2015
Jefferies & Company July 2012 - July 2013
Jefferies & Company February 2010 - June 2012
MHT Partners August 2008 - December 2009
Behringer Harvard April 2007 - December 2007
Skills
Investment Banking, Financial Modeling, M&A experience, Fixed Income, Series 63, Venture Capital, Accounting, Leveraged Finance, Business Valuation
Education
Southern Methodist University 2006 — 2008
B.S., Economics with Financial Applications
Rhodes College 2004 — 2006
Jesuit College Preparatory 2000 — 2004
Fernando Russell Fernando Russell's Jefferies & Company Experience May 2010 - March 2012
Job IT Helpdesk Support Engineer at Steelwedge Software, Inc.
Industry Information Technology and Services
Experience
Steelwedge Software, Inc. August 2013 - Present
IBM June 2007 - August 2013
Jefferies & Company May 2010 - March 2012
Skills
Process Improvement, Project Management, Leadership, Customer Service, Microsoft Office, Team Leadership, Troubleshooting, System Administration, Access, Vendor Management, Analysis, Networking, Training, Management, Program Management, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick
Computer Engineering
Steelwedge Software, Inc. August 2013 - Present
IBM June 2007 - August 2013
Jefferies & Company May 2010 - March 2012
Skills
Process Improvement, Project Management, Leadership, Customer Service, Microsoft Office, Team Leadership, Troubleshooting, System Administration, Access, Vendor Management, Analysis, Networking, Training, Management, Program Management, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick
Computer Engineering
Frank Barone, Jr. Frank Barone, Jr.'s Jefferies & Company Experience May 2007 - December 2010
Job Client Fund Manager CSA Group at RBC Capital Markets, LLC
Industry Financial Services
Experience
RBC Capital Markets, LLC November 2014 - Present
RBC Capital Markets, LLC August 2011 - November 2014
Ivy Securities, Inc. February 2011 - April 2011
Jefferies & Company May 2007 - December 2010
Kellogg Partners April 2006 - April 2007
Prudential Equity Group May 2002 - March 2006
ABN AMRO May 2001 - May 2002
ING October 2000 - April 2001
Merrill Lynch April 2000 - October 2000
ING May 1997 - April 2000
Skills
Equities, Options, Series 63, Management, Business Strategy, Business Planning, Accounting, Capital Markets, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Investment Banking, Securities, Trading, Series 7, Trading Systems, Electronic Trading, Financial Markets, Asset Management, Account Reconciliation
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
B.S., Finance
Archbishop Molloy H.S. 1979 — 1983
High School diploma
RBC Capital Markets, LLC November 2014 - Present
RBC Capital Markets, LLC August 2011 - November 2014
Ivy Securities, Inc. February 2011 - April 2011
Jefferies & Company May 2007 - December 2010
Kellogg Partners April 2006 - April 2007
Prudential Equity Group May 2002 - March 2006
ABN AMRO May 2001 - May 2002
ING October 2000 - April 2001
Merrill Lynch April 2000 - October 2000
ING May 1997 - April 2000
Skills
Equities, Options, Series 63, Management, Business Strategy, Business Planning, Accounting, Capital Markets, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Investment Banking, Securities, Trading, Series 7, Trading Systems, Electronic Trading, Financial Markets, Asset Management, Account Reconciliation
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
B.S., Finance
Archbishop Molloy H.S. 1979 — 1983
High School diploma
Steve Abbott Steve Abbott's Jefferies & Company Experience May 2010 - November 2014
Job Managing Director at Sapphire Ventures
Industry Venture Capital & Private Equity
Experience
Sapphire Ventures, LLC November 2014 - Present
Jefferies & Company May 2010 - November 2014
UBS Investment Bank 2006 - May 2010
Deutsche Bank Technology Group 2002 - 2006
Robertson Stephens 1997 - 2002
Donaldson, Lufkin & Jenrette 1994 - 1995
Bain & Company 1989 - 1991
Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, IPO, Private Equity, Start-ups, Corporate Development, Valuation, Financial Modeling, Corporate Finance, Mergers, LBO, Capital Markets, Due Diligence, Financial Analysis, Management, Emerging Markets, Investments, Project Management, Equities
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
University of California, Berkeley 1985 — 1989
The London School of Economics and Political Science (LSE)
Stanford University Law School
JD
Sapphire Ventures, LLC November 2014 - Present
Jefferies & Company May 2010 - November 2014
UBS Investment Bank 2006 - May 2010
Deutsche Bank Technology Group 2002 - 2006
Robertson Stephens 1997 - 2002
Donaldson, Lufkin & Jenrette 1994 - 1995
Bain & Company 1989 - 1991
Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, IPO, Private Equity, Start-ups, Corporate Development, Valuation, Financial Modeling, Corporate Finance, Mergers, LBO, Capital Markets, Due Diligence, Financial Analysis, Management, Emerging Markets, Investments, Project Management, Equities
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
University of California, Berkeley 1985 — 1989
The London School of Economics and Political Science (LSE)
Stanford University Law School
JD
Geri Bongo Geri Bongo's Jefferies & Company Experience Executive AssistantPrudential Securities1999 - 2004
Job Compliance Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company Executive AssistantPrudential Securities1999 - 2004
Merrill Lynch February 1990 - October 1999
Skills
FINRA, Securities, Series 7, Series 24, Financial Analysis, Equities, Investment Banking, Fixed Income, Bloomberg, Capital Markets
Education
State University of New York College at Geneseo 1984 — 1987
Jefferies & Company Executive AssistantPrudential Securities1999 - 2004
Merrill Lynch February 1990 - October 1999
Skills
FINRA, Securities, Series 7, Series 24, Financial Analysis, Equities, Investment Banking, Fixed Income, Bloomberg, Capital Markets
Education
State University of New York College at Geneseo 1984 — 1987
Greg Weissman Greg Weissman's Jefferies & Company Experience 2004 - 2006
Job Consultant Relations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2011 - Present
Old Mutual Asset Management November 2008 - January 2012
Cowen and Company 2007 - 2008
Pacific Crest Securities 2006 - 2007
Jefferies & Company 2004 - 2006
SoundView Technology Group 2000 - 2004
Education
Southern Methodist University - Cox School of Business
BBA
Putnam Investments December 2011 - Present
Old Mutual Asset Management November 2008 - January 2012
Cowen and Company 2007 - 2008
Pacific Crest Securities 2006 - 2007
Jefferies & Company 2004 - 2006
SoundView Technology Group 2000 - 2004
Education
Southern Methodist University - Cox School of Business
BBA
Laura Hammond Laura Hammond's Jefferies & Company Experience December 2002 - December 2009
Job Interior Designer at CRD Associates
Industry Design
Experience
CRD Associates September 2015 - Present
Tuller McNealus Feld Architects May 2014 - June 2015
Frank Pizzurro Architecture, Interiors & Consulting PC October 2012 - April 2013
George Hoeg Design & Construction July 2012 - October 2012
Vicente Wolf Associates February 2012 - May 2012
Archetype Design Studio June 2011 - November 2011
Portfolio Design Group March 2009 - December 2009
Jefferies & Company December 2002 - December 2009
Skills
Interior Design, Furniture, Space-planning, Furnishings, Window Treatments, Interior Architecture, Textiles, Sketching, Custom Furniture, Residential Design, Rendering, Concept Development, 3D Studio Max, Revit, AutoCAD, Microsoft Excel, Microsoft Word, Microsoft Power Point, Adobe Photoshop, Adobe In-Design, Photoshop
Education
Parsons The New School 2010 — 2012
A.A.S, Interior Design
Sheffield School of Interior Design 2008 — 2009
Certificate, Interior Design
Saint Peter's University
B.S, Marketing/Management
CRD Associates September 2015 - Present
Tuller McNealus Feld Architects May 2014 - June 2015
Frank Pizzurro Architecture, Interiors & Consulting PC October 2012 - April 2013
George Hoeg Design & Construction July 2012 - October 2012
Vicente Wolf Associates February 2012 - May 2012
Archetype Design Studio June 2011 - November 2011
Portfolio Design Group March 2009 - December 2009
Jefferies & Company December 2002 - December 2009
Skills
Interior Design, Furniture, Space-planning, Furnishings, Window Treatments, Interior Architecture, Textiles, Sketching, Custom Furniture, Residential Design, Rendering, Concept Development, 3D Studio Max, Revit, AutoCAD, Microsoft Excel, Microsoft Word, Microsoft Power Point, Adobe Photoshop, Adobe In-Design, Photoshop
Education
Parsons The New School 2010 — 2012
A.A.S, Interior Design
Sheffield School of Interior Design 2008 — 2009
Certificate, Interior Design
Saint Peter's University
B.S, Marketing/Management
Emily Newport Emily Newport's Jefferies & Company Experience January 2010 - Present
Job Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC December 2013 - Present
Jefferies & Company January 2010 - Present
Jefferies & Company January 2007 - December 2009
Anheuser-Busch June 2004 - August 2004
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Bloomberg, Equities, Corporate Finance, LBO, Financial Analysis, Due Diligence, High Yield
Education
Rice University 2002 — 2006
B.A., Economics
Jefferies LLC December 2013 - Present
Jefferies & Company January 2010 - Present
Jefferies & Company January 2007 - December 2009
Anheuser-Busch June 2004 - August 2004
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Bloomberg, Equities, Corporate Finance, LBO, Financial Analysis, Due Diligence, High Yield
Education
Rice University 2002 — 2006
B.A., Economics
Luis Miguel Ochoa Luis Miguel Ochoa's Jefferies & Company Experience March 2010 - May 2011
Job Corporate Strategy
Industry Investment Management
Experience
OppenheimerFunds July 2014 - Present
Capital Capable Media LLC June 2011 - June 2014
Jefferies & Company March 2010 - May 2011
Deutsche Bank June 2008 - September 2009
Skills
Analytics, Business Case, Business Development, Business Intelligence, Business Planning, Business Process, Business Strategy, Business Transformation, Change Management, Client Development, Client Relationship..., Competitive Analysis, Consumer Insights, Content Strategy, Corporate Development, Cost Management, Cross-functional Team..., Customer Insight, Financial Modeling, Focus Groups, Ideation, Innovation Development, Innovation Management, Lateral Thinking, Market Development, Market Entry, Market Growth, Market Research, Marketing Strategy, New Business Development, Operating Models, Organizational Change, Organizational..., Portfolio Strategy, Program Management, Project Planning, Propagation Planning, Qualitative Research, Quantitative Analysis, Scenario Planning, Segmentation, Strategic Partnerships, Strategic Planning, Strategic Thinking, Strategy, Strategy Development, Team Leadership, Thought Leadership, Value Propositions
Education
Stanford University
Bachelor of Arts, Economics
Coursera
OppenheimerFunds July 2014 - Present
Capital Capable Media LLC June 2011 - June 2014
Jefferies & Company March 2010 - May 2011
Deutsche Bank June 2008 - September 2009
Skills
Analytics, Business Case, Business Development, Business Intelligence, Business Planning, Business Process, Business Strategy, Business Transformation, Change Management, Client Development, Client Relationship..., Competitive Analysis, Consumer Insights, Content Strategy, Corporate Development, Cost Management, Cross-functional Team..., Customer Insight, Financial Modeling, Focus Groups, Ideation, Innovation Development, Innovation Management, Lateral Thinking, Market Development, Market Entry, Market Growth, Market Research, Marketing Strategy, New Business Development, Operating Models, Organizational Change, Organizational..., Portfolio Strategy, Program Management, Project Planning, Propagation Planning, Qualitative Research, Quantitative Analysis, Scenario Planning, Segmentation, Strategic Partnerships, Strategic Planning, Strategic Thinking, Strategy, Strategy Development, Team Leadership, Thought Leadership, Value Propositions
Education
Stanford University
Bachelor of Arts, Economics
Coursera
Laura Cervantes Laura Cervantes's Jefferies & Company Experience July 2009 - March 2012
Job Vice President at EDG Partners
Industry Financial Services
Experience
EDG Partners March 2015 - Present
EDG Partners August 2014 - February 2015
MercadoLibre August 2013 - August 2013
Clearlake Capital Group June 2013 - August 2013
Jefferies & Company July 2009 - March 2012
UBS Investment Bank July 2007 - July 2009
IBM June 2006 - September 2006
Education
Stanford GSB 2012 — 2014
Master of Business Administration (MBA)
University of Chicago 2003 — 2007
BA
EDG Partners March 2015 - Present
EDG Partners August 2014 - February 2015
MercadoLibre August 2013 - August 2013
Clearlake Capital Group June 2013 - August 2013
Jefferies & Company July 2009 - March 2012
UBS Investment Bank July 2007 - July 2009
IBM June 2006 - September 2006
Education
Stanford GSB 2012 — 2014
Master of Business Administration (MBA)
University of Chicago 2003 — 2007
BA
Stephanie M Chung Stephanie M Chung's Jefferies & Company Experience March 2012 - March 2015
Job Leveraged Credit Product Controller
Industry Investment Banking
Experience
Jefferies & Company March 2012 - March 2015
Deutsche Bank July 2011 - March 2012
UBS Investment Bank July 2009 - July 2011
Joseph Calandra, Cpa September 2007 - October 2009
UBS Investment Bank August 2008 - December 2008
UBS Investment Bank June 2008 - September 2008
Skills
Fixed Income, Bonds, Product Control, Interest Rate Swaps, Investment Banking, Securities, Swaps, Derivatives, Equities, Capital Markets, Valuation, Credit, Distressed Debt
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
BS, Finance
Jefferies & Company March 2012 - March 2015
Deutsche Bank July 2011 - March 2012
UBS Investment Bank July 2009 - July 2011
Joseph Calandra, Cpa September 2007 - October 2009
UBS Investment Bank August 2008 - December 2008
UBS Investment Bank June 2008 - September 2008
Skills
Fixed Income, Bonds, Product Control, Interest Rate Swaps, Investment Banking, Securities, Swaps, Derivatives, Equities, Capital Markets, Valuation, Credit, Distressed Debt
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
BS, Finance
James Walsh James Walsh's Jefferies & Company Experience June 2011 - August 2011
Job Associate at Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs December 2014 - Present
Goldman Sachs April 2012 - December 2014
Dallas City Realty March 2010 - March 2013
Jefferies & Company June 2011 - August 2011
Clear Channel Radio June 2010 - August 2010
Factory of Champions May 2007 - January 2010
Möbius Partners Enterprise Solutions June 2009 - September 2009
Pecos Mortgage Inc June 2007 - August 2008
El Tropicano Hotel July 2006 - August 2006
Skills
Finance, Analysis, Valuation, Financial Modeling, Financial Analysis, Real Estate, PowerPoint, Microsoft Excel, Microsoft Word, Argus Modeling, Market Analysis, Credit Analysis, Subordinated Debt, Leadership, Portfolio Management, Banking, Management
Education
Southern Methodist University 2008 — 2012
BBA, Finance (minor in Statistics)
Alamo Heights High School 2004 — 2008
Goldman Sachs December 2014 - Present
Goldman Sachs April 2012 - December 2014
Dallas City Realty March 2010 - March 2013
Jefferies & Company June 2011 - August 2011
Clear Channel Radio June 2010 - August 2010
Factory of Champions May 2007 - January 2010
Möbius Partners Enterprise Solutions June 2009 - September 2009
Pecos Mortgage Inc June 2007 - August 2008
El Tropicano Hotel July 2006 - August 2006
Skills
Finance, Analysis, Valuation, Financial Modeling, Financial Analysis, Real Estate, PowerPoint, Microsoft Excel, Microsoft Word, Argus Modeling, Market Analysis, Credit Analysis, Subordinated Debt, Leadership, Portfolio Management, Banking, Management
Education
Southern Methodist University 2008 — 2012
BBA, Finance (minor in Statistics)
Alamo Heights High School 2004 — 2008
Roderick Rivera Roderick Rivera's Jefferies & Company Experience 2006 - 2008
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB 2014 - Present
RBS Citizens Financial Group 2010 - 2014
Dresner Partners 2008 - 2010
Jefferies & Company 2006 - 2008
CIBC World Markets 2001 - 2006
Credit Suisse First Boston 1996 - 2001
Citi 1990 - 1996
United States Navy 1980 - 1988
Skills
Healthcare, Leveraged Finance, Investment Banking, Private Equity, Series 63, Series 24, series 79, Series 7, Capital Markets, Corporate Development, FINRA, Finance, Investments, Equities, Mergers & Acquisitions, Corporate Finance, Mergers, Valuation, Venture Capital
Education
Stanford University Graduate School of Business 1988 — 1990
MBA
University of Southern California 1985 — 1987
MS, Systems Management
United States Naval Academy
BS, Chemistry
Headwaters MB 2014 - Present
RBS Citizens Financial Group 2010 - 2014
Dresner Partners 2008 - 2010
Jefferies & Company 2006 - 2008
CIBC World Markets 2001 - 2006
Credit Suisse First Boston 1996 - 2001
Citi 1990 - 1996
United States Navy 1980 - 1988
Skills
Healthcare, Leveraged Finance, Investment Banking, Private Equity, Series 63, Series 24, series 79, Series 7, Capital Markets, Corporate Development, FINRA, Finance, Investments, Equities, Mergers & Acquisitions, Corporate Finance, Mergers, Valuation, Venture Capital
Education
Stanford University Graduate School of Business 1988 — 1990
MBA
University of Southern California 1985 — 1987
MS, Systems Management
United States Naval Academy
BS, Chemistry
Sheila (Murphy) Brian Sheila (Murphy) Brian's Jefferies & Company Experience 1987 - 1989
Job President, AGame Marketing, contest, sweepstakes and prize insurance expert, casino and event marketing
Industry Marketing and Advertising
Experience
AGame Marketing March 2010 - Present
SCA Promotions, Inc July 1989 - March 2010
Jefferies & Company 1987 - 1989
Dean Witter 1985 - 1987
Skills
Promotions, contest design, prize coverage, Special Events, Marketing Strategy, Event Management, Gaming, Email Marketing, Online Marketing, Event Marketing, Integrated Marketing, Marketing Communications, Entertainment, Event Planning, Strategic Planning, Brand Development, Sponsorship, Customer Acquisition, Creative Development, Online Advertising, Competition, Gambling, Creative Direction, Social Media Marketing, Casino, Database Marketing, Direct Marketing, Loyalty Marketing, Strategic Partnerships, Hospitality, Marketing, Loyalty Programs, Sales, Entrepreneurship, Product Marketing, Leadership, Relationship Marketing, Brand Management, Market Planning, Customer Retention, Budgets, Marketing Management, Interactive Marketing, Digital Marketing, Trade Shows, Brand Awareness, Sales Operations, Lead Generation, Media Buying, Marketing Research
Education
Southern Methodist University 1981 — 1985
BA & BS, Political Science & Economics
University of Wisconsin-Madison 1981 — 1983
Political science
Derham Hall
AGame Marketing March 2010 - Present
SCA Promotions, Inc July 1989 - March 2010
Jefferies & Company 1987 - 1989
Dean Witter 1985 - 1987
Skills
Promotions, contest design, prize coverage, Special Events, Marketing Strategy, Event Management, Gaming, Email Marketing, Online Marketing, Event Marketing, Integrated Marketing, Marketing Communications, Entertainment, Event Planning, Strategic Planning, Brand Development, Sponsorship, Customer Acquisition, Creative Development, Online Advertising, Competition, Gambling, Creative Direction, Social Media Marketing, Casino, Database Marketing, Direct Marketing, Loyalty Marketing, Strategic Partnerships, Hospitality, Marketing, Loyalty Programs, Sales, Entrepreneurship, Product Marketing, Leadership, Relationship Marketing, Brand Management, Market Planning, Customer Retention, Budgets, Marketing Management, Interactive Marketing, Digital Marketing, Trade Shows, Brand Awareness, Sales Operations, Lead Generation, Media Buying, Marketing Research
Education
Southern Methodist University 1981 — 1985
BA & BS, Political Science & Economics
University of Wisconsin-Madison 1981 — 1983
Political science
Derham Hall
Edward Bao Jr., CFP®, AIF®'s Jefferies & Company Experience May 2001 - April 2008
Job Wealth Advisor
Industry Financial Services
Experience
Smallwood Capital Management July 2008 - Present
Jefferies & Company May 2001 - April 2008
Lawrence Helfant, Inc. April 1995 - April 2001
Gruntal & Co., L.L.C. June 1986 - March 1995
Gruntal & Co. June 1979 - May 1986
Skills
FINRA, Equities, Series 63, Equity Trading, Series 7, Securities
Education
Seton Hall University 1982 — 1986
BS, Accounting
Smallwood Capital Management July 2008 - Present
Jefferies & Company May 2001 - April 2008
Lawrence Helfant, Inc. April 1995 - April 2001
Gruntal & Co., L.L.C. June 1986 - March 1995
Gruntal & Co. June 1979 - May 1986
Skills
FINRA, Equities, Series 63, Equity Trading, Series 7, Securities
Education
Seton Hall University 1982 — 1986
BS, Accounting
Ali Ameri's Jefferies & Company Experience February 2006 - October 2008
Job Technology & Infrastructure Program Management
Industry Banking
Experience
Morgan Stanley April 2015 - Present
Bridgewater Associates July 2013 - March 2015
Deutsche Bank November 2008 - July 2013
Jefferies & Company February 2006 - October 2008
Merrill Lynch 2004 - 2006
Skills
Project Management, Project Planning, Cross-functional Team..., Electronic Trading, Risk Management, Requirements Gathering, Requirements Analysis, SDLC, Vendor Management, Trading Systems, Integration, IT Operations, Transition Planning, Risk Assessment, Process Improvement, Enterprise Architecture, Leadership, Mergers & Acquisitions, Acquistion Integration, IT Strategy, Analysis, PMO, Business Analysis, Management, Enterprise Software, Information Technology, IT Management, Strategy, Project Portfolio...
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Systems
Rutgers, The State University of New Jersey-Newark
BA, Computer Science
Morgan Stanley April 2015 - Present
Bridgewater Associates July 2013 - March 2015
Deutsche Bank November 2008 - July 2013
Jefferies & Company February 2006 - October 2008
Merrill Lynch 2004 - 2006
Skills
Project Management, Project Planning, Cross-functional Team..., Electronic Trading, Risk Management, Requirements Gathering, Requirements Analysis, SDLC, Vendor Management, Trading Systems, Integration, IT Operations, Transition Planning, Risk Assessment, Process Improvement, Enterprise Architecture, Leadership, Mergers & Acquisitions, Acquistion Integration, IT Strategy, Analysis, PMO, Business Analysis, Management, Enterprise Software, Information Technology, IT Management, Strategy, Project Portfolio...
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Systems
Rutgers, The State University of New Jersey-Newark
BA, Computer Science
Jeanette Taibi Jeanette Taibi's Jefferies & Company Experience December 2010 - February 2012
Job Tax Market Development at KPMG
Industry Financial Services
Experience
Melinae March 2013 - August 2014
Maritime Parc March 2012 - December 2012
Jefferies & Company December 2010 - February 2012
Comodo February 2010 - November 2010
Needham & Company August 2007 - February 2010
Morgan Stanley August 2004 - June 2006
Credit Suisse First Boston June 2001 - August 2004
The MONY Group August 1999 - May 2001
Credit ReMortgage Capital (the Related Companies) June 1998 - June 1999
Skills
Event Planning, Event Management, Corporate Communications, Corporate Events, Travel Management, Executive Calendar..., Heavy Calendaring, PowerPoint, Microsoft Excel, Microsoft Word, SharePoint, Lync, Outlook, WebEx, Marketing Communications, Roadshows, Conference Coordination, Conferences, Marketing Event Planning
Education
Stevens Institute of Technology 1992 — 1994
Biology/Biological Sciences, General
Immaculate Conception HS 1988 — 1992
High School, Honors/Regents High School/Secondary Diploma Program, 3.8
Saint Peter's University
Bachelor of Arts (B.A.), Business
Melinae March 2013 - August 2014
Maritime Parc March 2012 - December 2012
Jefferies & Company December 2010 - February 2012
Comodo February 2010 - November 2010
Needham & Company August 2007 - February 2010
Morgan Stanley August 2004 - June 2006
Credit Suisse First Boston June 2001 - August 2004
The MONY Group August 1999 - May 2001
Credit ReMortgage Capital (the Related Companies) June 1998 - June 1999
Skills
Event Planning, Event Management, Corporate Communications, Corporate Events, Travel Management, Executive Calendar..., Heavy Calendaring, PowerPoint, Microsoft Excel, Microsoft Word, SharePoint, Lync, Outlook, WebEx, Marketing Communications, Roadshows, Conference Coordination, Conferences, Marketing Event Planning
Education
Stevens Institute of Technology 1992 — 1994
Biology/Biological Sciences, General
Immaculate Conception HS 1988 — 1992
High School, Honors/Regents High School/Secondary Diploma Program, 3.8
Saint Peter's University
Bachelor of Arts (B.A.), Business
Chip Miller Chip Miller's Jefferies & Company Experience 2005 - 2005
Job Convergex Group: Prime Brokerage Sales and Sales Trading
Industry Financial Services
Experience
Convergex Group June 2009 - Present
Stadium Capital Management 2005 - 2009
Jefferies & Company 2005 - 2005
Clover Partners, LP 2003 - 2005
Jefferies & Company 1997 - 2003
Skills
CAIA: Chartered..., CMT: Chartered Market...
Education
Southern Methodist University - Cox School of Business
MSA
Tulane University - A.B. Freeman School of Business
MBA
Tulane University
BA
Convergex Group June 2009 - Present
Stadium Capital Management 2005 - 2009
Jefferies & Company 2005 - 2005
Clover Partners, LP 2003 - 2005
Jefferies & Company 1997 - 2003
Skills
CAIA: Chartered..., CMT: Chartered Market...
Education
Southern Methodist University - Cox School of Business
MSA
Tulane University - A.B. Freeman School of Business
MBA
Tulane University
BA
Navin Surana Navin Surana's Jefferies & Company Experience February 2005 - July 2007
Job Genpact
Industry Capital Markets
Experience
GENPACT January 2015 - Present
Surana Technologies, Inc. April 2010 - Present
Citigroup April 2010 - January 2015
Citadel February 2010 - April 2010
Barclays Capital April 2009 - April 2010
Westwater Corp. July 2007 - April 2010
AllianceBernstein September 2007 - January 2009
Jefferies & Company February 2005 - July 2007
Kenan Systems - Lucent Technologies - CSG Systems 1998 - 2005
Dow Jones 1996 - 1998
Skills
Business Intelligence, Financial Services, Strategy, Project Management, Data Warehousing, Equities, Business Analysis, Vendor Management, Management, Management Consulting, Fixed Income, SDLC, Databases, Capital Markets, Investment Banking, Business Development, Telecommunications, Asset Managment, PMO, Trading, Program Management, Back Office, Trading Systems, Product Management, Financial Markets, Data Modeling, Hedge Funds, Requirements Gathering, Business Strategy, Business Process, Integration, Enterprise Architecture, Analysis, Outsourcing, Risk Management, Software Development, Portfolio Management, Leadership, Derivatives, IT Strategy, Change Management, Finance, Banking, Options, Executive Management, Mergers & Acquisitions, Securities, Investments, Financial Modeling, Analytics
Education
Fairleigh Dickinson University-Florham Campus 1996 — 1997
MBA, Corporate Finance
Rutgers University-New Brunswick 1990 — 1993
BA, Economics
GENPACT January 2015 - Present
Surana Technologies, Inc. April 2010 - Present
Citigroup April 2010 - January 2015
Citadel February 2010 - April 2010
Barclays Capital April 2009 - April 2010
Westwater Corp. July 2007 - April 2010
AllianceBernstein September 2007 - January 2009
Jefferies & Company February 2005 - July 2007
Kenan Systems - Lucent Technologies - CSG Systems 1998 - 2005
Dow Jones 1996 - 1998
Skills
Business Intelligence, Financial Services, Strategy, Project Management, Data Warehousing, Equities, Business Analysis, Vendor Management, Management, Management Consulting, Fixed Income, SDLC, Databases, Capital Markets, Investment Banking, Business Development, Telecommunications, Asset Managment, PMO, Trading, Program Management, Back Office, Trading Systems, Product Management, Financial Markets, Data Modeling, Hedge Funds, Requirements Gathering, Business Strategy, Business Process, Integration, Enterprise Architecture, Analysis, Outsourcing, Risk Management, Software Development, Portfolio Management, Leadership, Derivatives, IT Strategy, Change Management, Finance, Banking, Options, Executive Management, Mergers & Acquisitions, Securities, Investments, Financial Modeling, Analytics
Education
Fairleigh Dickinson University-Florham Campus 1996 — 1997
MBA, Corporate Finance
Rutgers University-New Brunswick 1990 — 1993
BA, Economics
ASHISH BHATNAGAR, PMP ASHISH BHATNAGAR, PMP's Jefferies & Company Experience February 2013 - June 2013
Job Data Management Consultant at HSBC Bank USA
Industry Financial Services
Experience
HSBC Global Banking and Markets January 2014 - Present
Deutsche Bank Securities July 2013 - January 2014
Jefferies & Company February 2013 - June 2013
UBS August 2011 - December 2012
Deutsche Bank Securities September 2010 - August 2011
JP Morgan Chase June 2007 - September 2010
New York City Department of Small Business Services July 2006 - May 2007
Bank of Tokyo-Mitsubishi UFJ October 2005 - June 2006
Marco Polo Partners 2003 - 2005
Skills
Reference Data, Business Analysis, Market Data, SDLC, Business Requirements, User Acceptance Testing, Fixed Income, Requirements Gathering, Vendor Management, Data Warehousing, Requirements Analysis, Visio, Data Modeling, Software Documentation, Agile Methodologies, Project Management, Consulting, Derivatives, Financial Services
Education
Queens College 2006 — 2009
MA, Computer Science
Queens College 2000 — 2005
Bachelor of Science, Computer Science, Economics
HSBC Global Banking and Markets January 2014 - Present
Deutsche Bank Securities July 2013 - January 2014
Jefferies & Company February 2013 - June 2013
UBS August 2011 - December 2012
Deutsche Bank Securities September 2010 - August 2011
JP Morgan Chase June 2007 - September 2010
New York City Department of Small Business Services July 2006 - May 2007
Bank of Tokyo-Mitsubishi UFJ October 2005 - June 2006
Marco Polo Partners 2003 - 2005
Skills
Reference Data, Business Analysis, Market Data, SDLC, Business Requirements, User Acceptance Testing, Fixed Income, Requirements Gathering, Vendor Management, Data Warehousing, Requirements Analysis, Visio, Data Modeling, Software Documentation, Agile Methodologies, Project Management, Consulting, Derivatives, Financial Services
Education
Queens College 2006 — 2009
MA, Computer Science
Queens College 2000 — 2005
Bachelor of Science, Computer Science, Economics
Joseph F. Gerdes's Jefferies & Company Experience June 2005 - April 2006
Job Senior Vice President at Safra National Bank of New York
Industry Financial Services
Experience
Safra National Bank of New York December 2014 - Present
E*TRADE Clearing LLC April 2009 - December 2014
Morgan Stanley April 2006 - April 2009
Jefferies & Company June 2005 - April 2006
Julius Baer June 2004 - June 2005
US Trust Company July 2001 - June 2004
Charles Schwab August 1993 - June 2004
Charles Schwab Europe January 1999 - July 2001
Bankers Trust June 1985 - July 1993
Skills
Securities, Brokerage, Cash Management, Financial Services, Settlement, Risk Management, Management, Trading, Entrepreneurship, FINRA, Back Office, Equities, Derivatives, Banking, Program Management, Leadership, Operational Risk, Outsourcing, Capital Markets, Mutual Funds, Executive Management, Bloomberg, Series 7, Online Brokerage, Financial Risk, Asset Management, Wealth Management, Fixed Income, Options, Hedge Funds, Electronic Trading, Trading Systems, Series 63, Equity Trading, Alternative Investments, Series 24
Education
Saint Peter's University 1981 — 1985
Bachelor of Science (B.S.), Business Management, Economics
Safra National Bank of New York December 2014 - Present
E*TRADE Clearing LLC April 2009 - December 2014
Morgan Stanley April 2006 - April 2009
Jefferies & Company June 2005 - April 2006
Julius Baer June 2004 - June 2005
US Trust Company July 2001 - June 2004
Charles Schwab August 1993 - June 2004
Charles Schwab Europe January 1999 - July 2001
Bankers Trust June 1985 - July 1993
Skills
Securities, Brokerage, Cash Management, Financial Services, Settlement, Risk Management, Management, Trading, Entrepreneurship, FINRA, Back Office, Equities, Derivatives, Banking, Program Management, Leadership, Operational Risk, Outsourcing, Capital Markets, Mutual Funds, Executive Management, Bloomberg, Series 7, Online Brokerage, Financial Risk, Asset Management, Wealth Management, Fixed Income, Options, Hedge Funds, Electronic Trading, Trading Systems, Series 63, Equity Trading, Alternative Investments, Series 24
Education
Saint Peter's University 1981 — 1985
Bachelor of Science (B.S.), Business Management, Economics
Carl Juers Carl Juers's Jefferies & Company Experience October 2000 - October 2005
Job Resident Physician
Industry Medical Practice
Experience
University at Buffalo June 2015 - Present
Jefferies & Company October 2000 - October 2005
Skills
Research, Editing, ACLS, PALS, Disaster Medicine, Higher Education, Adobe Acrobat, Microsoft Office, PowerPoint, Microsoft Excel, Photography, Social Media, Facebook, Equity Trading, NYSE, Account Reconciliation, Stock Option, Negotiation, Clinical Research, Hospitals
Education
St. Lawrence University 1996 — 1999
BA, English Literature
University at Buffalo June 2015 - Present
Jefferies & Company October 2000 - October 2005
Skills
Research, Editing, ACLS, PALS, Disaster Medicine, Higher Education, Adobe Acrobat, Microsoft Office, PowerPoint, Microsoft Excel, Photography, Social Media, Facebook, Equity Trading, NYSE, Account Reconciliation, Stock Option, Negotiation, Clinical Research, Hospitals
Education
St. Lawrence University 1996 — 1999
BA, English Literature
Adam Wolff's Jefferies & Company Experience December 2012 - August 2013
Job Management Consulting
Industry Financial Services
Experience
Magic Hat Consulting April 2015 - Present
Guy Carpenter August 2013 - January 2015
Jefferies & Company December 2012 - August 2013
Citizens Bank April 2012 - December 2012
Accenture April 2012 - December 2012
Medco August 2011 - May 2012
websignia September 2010 - May 2011
BankLink January 2008 - May 2010
Teachers Insurance and Annuity Association August 2006 - December 2007
TIAA-CREF July 2006 - December 2007
Skills
planning, status measure and..., stakeholder..., Customer Relations, Process Improvement, Operations Management, Customer Service, Banking, Project Planning, Analysis, Project Management, Business Process..., Program Management, Strategy, Stakeholder Management, SDLC, Vendor Management, Management, CRM, Business Analysis, Team Building, Call Centers, Financial Services, Risk Management, Software Documentation
Education
Rutgers Graduate School of Management 1994 — 1996
MBA - Masters, Business Administration / General Management
Rutgers, The State University of New Jersey-Newark 1994 — 1996
MBA - Masters, Business Administration / General Management
Fairleigh Dickinson University 1988 — 1992
BA - Bachelor of Arts, Humanities / Engineering Concentrations
Magic Hat Consulting April 2015 - Present
Guy Carpenter August 2013 - January 2015
Jefferies & Company December 2012 - August 2013
Citizens Bank April 2012 - December 2012
Accenture April 2012 - December 2012
Medco August 2011 - May 2012
websignia September 2010 - May 2011
BankLink January 2008 - May 2010
Teachers Insurance and Annuity Association August 2006 - December 2007
TIAA-CREF July 2006 - December 2007
Skills
planning, status measure and..., stakeholder..., Customer Relations, Process Improvement, Operations Management, Customer Service, Banking, Project Planning, Analysis, Project Management, Business Process..., Program Management, Strategy, Stakeholder Management, SDLC, Vendor Management, Management, CRM, Business Analysis, Team Building, Call Centers, Financial Services, Risk Management, Software Documentation
Education
Rutgers Graduate School of Management 1994 — 1996
MBA - Masters, Business Administration / General Management
Rutgers, The State University of New Jersey-Newark 1994 — 1996
MBA - Masters, Business Administration / General Management
Fairleigh Dickinson University 1988 — 1992
BA - Bachelor of Arts, Humanities / Engineering Concentrations
Peter Plaut's Jefferies & Company Experience January 2011 - May 2011
Job Head of Private Placement Origination and Distribution
Industry Financial Services
Experience
Penserra Securities LLC August 2012 - Present
Global Hunter Securities December 2011 - July 2012
MF Global May 2011 - November 2011
Jefferies & Company January 2011 - May 2011
BTIG July 2009 - January 2011
Hovde Capital November 2008 - June 2009
Imperial Capital March 2008 - October 2008
Sanno Point Capital August 2006 - April 2008
Bank of America June 1999 - July 2006
Salomon Brothers June 1993 - June 1999
Skills
HY/Distressed Sales, HY/Distressed/Equity..., Product Sourcing, Portfolio Management, CMBS, Research, Fixed Income, Hedge Funds, Equities, Structured Products, High Yield, Emerging Markets, Bonds, Investments, Credit, Commodity, Equity Research, Securities, Trading, Leveraged Finance, Banking, Financial Markets, Alternative Investments, Asset Management, Investment Banking, Derivatives, Economics, Bloomberg, Loans, Capital Markets, Equity Derivatives, Structured Finance, Private Equity, Finance, Financial Risk, Financial Institutions, Credit Derivatives, Valuation, Electronic Trading, Equity Trading, Series 63, Capital, Financial Modeling, Trading Systems, Collaborative Problem..., Cross Functional Team...
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, Management Information Systems, Economics, Computer Science
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science, Management Information Systems
Penserra Securities LLC August 2012 - Present
Global Hunter Securities December 2011 - July 2012
MF Global May 2011 - November 2011
Jefferies & Company January 2011 - May 2011
BTIG July 2009 - January 2011
Hovde Capital November 2008 - June 2009
Imperial Capital March 2008 - October 2008
Sanno Point Capital August 2006 - April 2008
Bank of America June 1999 - July 2006
Salomon Brothers June 1993 - June 1999
Skills
HY/Distressed Sales, HY/Distressed/Equity..., Product Sourcing, Portfolio Management, CMBS, Research, Fixed Income, Hedge Funds, Equities, Structured Products, High Yield, Emerging Markets, Bonds, Investments, Credit, Commodity, Equity Research, Securities, Trading, Leveraged Finance, Banking, Financial Markets, Alternative Investments, Asset Management, Investment Banking, Derivatives, Economics, Bloomberg, Loans, Capital Markets, Equity Derivatives, Structured Finance, Private Equity, Finance, Financial Risk, Financial Institutions, Credit Derivatives, Valuation, Electronic Trading, Equity Trading, Series 63, Capital, Financial Modeling, Trading Systems, Collaborative Problem..., Cross Functional Team...
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, Management Information Systems, Economics, Computer Science
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science, Management Information Systems
Raphael Salgado Raphael Salgado's Jefferies & Company Experience July 2011 - April 2012
Job Technical Specialist III at Shearman & Sterling LLP
Industry Legal Services
Experience
Shearman & Sterling LLP April 2012 - Present
Jefferies & Company July 2011 - April 2012
Cowen and Company July 2006 - July 2011
Forest Laboratories, Inc April 2005 - June 2006
Forest Laboratories, Inc April 2002 - April 2005
Data-Com Telecommunications December 2001 - March 2002
Andover Brokerage LLC May 2000 - October 2001
CompUSA October 1996 - November 2000
KPMG LLP March 1998 - May 2000
Computer City August 1995 - April 1996
Skills
Blackberry Enterprise..., Troubleshooting, Security, Active Directory, Servers, Microsoft Exchange, Network Administration, XP, System Administration, Technical Support, Computer Hardware, Desktop Administration, VPN, Customer Support, SharePoint, VMware, Windows XP, Software Documentation, Hardware, Cisco Technologies, Networking
Education
Ramapo College of New Jersey 1992 — 1996
(in progress), Computer Information Systems
State University of New York at Rockland 1990 — 1992
Associate Degree Attained the Associate's Degree, Liberal Arts and Sciences, Dean's Honor List, 3.14
Nyack High School 1987 — 1990
High School Diploma, General Studies with focus on Computers and Music, High Honors
Shearman & Sterling LLP April 2012 - Present
Jefferies & Company July 2011 - April 2012
Cowen and Company July 2006 - July 2011
Forest Laboratories, Inc April 2005 - June 2006
Forest Laboratories, Inc April 2002 - April 2005
Data-Com Telecommunications December 2001 - March 2002
Andover Brokerage LLC May 2000 - October 2001
CompUSA October 1996 - November 2000
KPMG LLP March 1998 - May 2000
Computer City August 1995 - April 1996
Skills
Blackberry Enterprise..., Troubleshooting, Security, Active Directory, Servers, Microsoft Exchange, Network Administration, XP, System Administration, Technical Support, Computer Hardware, Desktop Administration, VPN, Customer Support, SharePoint, VMware, Windows XP, Software Documentation, Hardware, Cisco Technologies, Networking
Education
Ramapo College of New Jersey 1992 — 1996
(in progress), Computer Information Systems
State University of New York at Rockland 1990 — 1992
Associate Degree Attained the Associate's Degree, Liberal Arts and Sciences, Dean's Honor List, 3.14
Nyack High School 1987 — 1990
High School Diploma, General Studies with focus on Computers and Music, High Honors
Adam Rayburn's Jefferies & Company Experience May 2013 - Present
Job IT Branch Engineer at Jefferies & Company
Industry Information Technology and Services
Experience
Jefferies & Company May 2013 - Present
Harvey Nash May 2013 - Present
New Order Systems January 2003 - Present
IFCO Systems February 2013 - May 2013
Afren December 2011 - September 2012
ERGOS Technology Partners December 2011 - September 2012
BP September 2007 - December 2011
Pointsmith May 2006 - September 2007
Complete Solutions May 2005 - May 2006
Sanders Morris Harris February 2001 - March 2005
Skills
Active Directory, Exchange, SQL, Mobile Devices, Blackberry, Citrix, SharePoint, Cisco, Websense, Remedy, Symantec, VMware, Virtualization, SAN, EMC, ITIL, Windows Server, VPN, Security, Routers, Switches, Network Security, Windows Server 2003, Windows, Servers, XP, SQL Server, Firewalls, Disaster Recovery, System Administration, DNS, DHCP, Troubleshooting, Operating Systems, IIS, Network Administration, Desktop Support, Hardware, Windows Server 2008, Blackberry Enterprise..., CCNA, TCP/IP, Databases, Windows 7, WAN, Software Installation, Microsoft Exchange, Technical Support, vSphere, Networking
Education
Southeastern Louisiana University 1995 — 1995
Sam Houston State University 1994 — 1995
Jefferies & Company May 2013 - Present
Harvey Nash May 2013 - Present
New Order Systems January 2003 - Present
IFCO Systems February 2013 - May 2013
Afren December 2011 - September 2012
ERGOS Technology Partners December 2011 - September 2012
BP September 2007 - December 2011
Pointsmith May 2006 - September 2007
Complete Solutions May 2005 - May 2006
Sanders Morris Harris February 2001 - March 2005
Skills
Active Directory, Exchange, SQL, Mobile Devices, Blackberry, Citrix, SharePoint, Cisco, Websense, Remedy, Symantec, VMware, Virtualization, SAN, EMC, ITIL, Windows Server, VPN, Security, Routers, Switches, Network Security, Windows Server 2003, Windows, Servers, XP, SQL Server, Firewalls, Disaster Recovery, System Administration, DNS, DHCP, Troubleshooting, Operating Systems, IIS, Network Administration, Desktop Support, Hardware, Windows Server 2008, Blackberry Enterprise..., CCNA, TCP/IP, Databases, Windows 7, WAN, Software Installation, Microsoft Exchange, Technical Support, vSphere, Networking
Education
Southeastern Louisiana University 1995 — 1995
Sam Houston State University 1994 — 1995
Marco Samaritoni Marco Samaritoni's Jefferies & Company Experience May 2013 - August 2013
Job Co Owner, Founder at Short Synapse, .NET Development Consultant @ GE Intelligent Platforms
Industry Information Technology and Services
Experience
GE Intelligent Platforms April 2015 - Present
Short Synapse December 2014 - Present
NYS Office of Temporary & Disability Assistance June 2014 - April 2015
Virtusa August 2013 - June 2014
Jefferies & Company May 2013 - August 2013
TwoFour July 2012 - August 2013
Siena College January 2010 - May 2012
Skills
Unity3D, Java, SQL, Video Game Production, Software Development, C#, Microsoft SQL Server, Eclipse, Object Oriented Design, .NET, Programming, JavaScript, Databases, Web Services, Web Applications, WCF Services, Python, Workflow Management, Workflow Software, Machine Learning, Web Application Security, Arduino, Database Design, Software Engineering, Multithreading, OpenGL, MySQL, HTML, Web Development, HTML 5, jQuery, Agile Methodologies, Artificial Intelligence, Software Documentation, ASP.NET, Visual Studio, OOP, Software Design, XML, Hibernate, Linux, Service Oriented..., RESTful WebServices, Android Development, AJAX, REST, 2D graphics, 2D to 3D Conversion, HTML5
Education
Siena College 2010 — 2012
Bachelor of Science (BS), Computer Science
Siena College 2010 — 2012
Bachelor of Science (B.Sc.), Computer Science
GE Intelligent Platforms April 2015 - Present
Short Synapse December 2014 - Present
NYS Office of Temporary & Disability Assistance June 2014 - April 2015
Virtusa August 2013 - June 2014
Jefferies & Company May 2013 - August 2013
TwoFour July 2012 - August 2013
Siena College January 2010 - May 2012
Skills
Unity3D, Java, SQL, Video Game Production, Software Development, C#, Microsoft SQL Server, Eclipse, Object Oriented Design, .NET, Programming, JavaScript, Databases, Web Services, Web Applications, WCF Services, Python, Workflow Management, Workflow Software, Machine Learning, Web Application Security, Arduino, Database Design, Software Engineering, Multithreading, OpenGL, MySQL, HTML, Web Development, HTML 5, jQuery, Agile Methodologies, Artificial Intelligence, Software Documentation, ASP.NET, Visual Studio, OOP, Software Design, XML, Hibernate, Linux, Service Oriented..., RESTful WebServices, Android Development, AJAX, REST, 2D graphics, 2D to 3D Conversion, HTML5
Education
Siena College 2010 — 2012
Bachelor of Science (BS), Computer Science
Siena College 2010 — 2012
Bachelor of Science (B.Sc.), Computer Science
Brian M. Brian M.'s Jefferies & Company Experience September 2011 - March 2012
Job entrepreneur, mentor, nonprofit & investor
Industry Nonprofit Organization Management
Experience
SEAL Future Fund June 2013 - Present
The Hunt (Formerly ShopTap) 2011 - Present
Viridis Learning October 2010 - Present
Getaround 2011 - Present
Kapture Life Inc. March 2012 - July 2014
Qwiki (Sold to Yahoo) February 2010 - 2013
Jefferies & Company September 2011 - March 2012
Deutsche Bank September 2003 - May 2011
Club Callejas 1993 - 1994
Skills
Venture Capital, Start-ups, Entrepreneurship, Private Equity, Sales, Business Development, Strategy, Team Leadership, Corporate Development, Mentoring, Hedge Funds, Fundraising, Networking, Valuation, Marketing Strategy, Market Research, Competitive Analysis, Building Relationships, Nonprofits, Buy-side, Social Media, Sell Side, Soccer, New Business Development, Strategic Planning, Team Building, Angel Investing
Education
Rutgers University 1994 — 1998
Bachelor of Science (BS), Economics
St. Benedict's Prep 1991 — 1993
SEAL Future Fund June 2013 - Present
The Hunt (Formerly ShopTap) 2011 - Present
Viridis Learning October 2010 - Present
Getaround 2011 - Present
Kapture Life Inc. March 2012 - July 2014
Qwiki (Sold to Yahoo) February 2010 - 2013
Jefferies & Company September 2011 - March 2012
Deutsche Bank September 2003 - May 2011
Club Callejas 1993 - 1994
Skills
Venture Capital, Start-ups, Entrepreneurship, Private Equity, Sales, Business Development, Strategy, Team Leadership, Corporate Development, Mentoring, Hedge Funds, Fundraising, Networking, Valuation, Marketing Strategy, Market Research, Competitive Analysis, Building Relationships, Nonprofits, Buy-side, Social Media, Sell Side, Soccer, New Business Development, Strategic Planning, Team Building, Angel Investing
Education
Rutgers University 1994 — 1998
Bachelor of Science (BS), Economics
St. Benedict's Prep 1991 — 1993
Annette Ring's Jefferies & Company Experience December 1995 - August 1996
Job Freelance Investment Writer
Industry Financial Services
Experience
Westcott Associates Marketing & Media February 2015 - Present
MT Newswires August 2013 - September 2014
J.P. Morgan May 1997 - February 1999
Jefferies & Company December 1995 - August 1996
A.G. Edwards & Sons, Inc. June 1986 - July 1995
Skills
Corporate Communications, Marketing Communications, Internal Communications, Strategic Communications, Stationary, Website Copy, Proprietary Software, Equity Research, Financial Reporting, Financial Markets, Institutional Investors, Investor Relations, Mutual Funds, Website Development, Crisis Communications, Communications Strategy, Business Communications, Investments, Investment Advisory, Investment Products, Institutional Marketing, Asset Allocation, Report Writing, News Writing, Product Marketing, Marketing Strategy, Communications Planning, Financial Analysis, Financial Modeling, Equities, Private Equity, Marketing, Investment Management, Capital Markets, Strategy, Management
Education
Saint Louis University 1986 — 1989
MBA, Emphasis in Marketing and Finance
University of Missouri-Columbia, College of Business 1982 — 1986
BSBA, Finance
Westcott Associates Marketing & Media February 2015 - Present
MT Newswires August 2013 - September 2014
J.P. Morgan May 1997 - February 1999
Jefferies & Company December 1995 - August 1996
A.G. Edwards & Sons, Inc. June 1986 - July 1995
Skills
Corporate Communications, Marketing Communications, Internal Communications, Strategic Communications, Stationary, Website Copy, Proprietary Software, Equity Research, Financial Reporting, Financial Markets, Institutional Investors, Investor Relations, Mutual Funds, Website Development, Crisis Communications, Communications Strategy, Business Communications, Investments, Investment Advisory, Investment Products, Institutional Marketing, Asset Allocation, Report Writing, News Writing, Product Marketing, Marketing Strategy, Communications Planning, Financial Analysis, Financial Modeling, Equities, Private Equity, Marketing, Investment Management, Capital Markets, Strategy, Management
Education
Saint Louis University 1986 — 1989
MBA, Emphasis in Marketing and Finance
University of Missouri-Columbia, College of Business 1982 — 1986
BSBA, Finance
Michael Lorenzo Michael Lorenzo's Jefferies & Company Experience March 2004 - August 2005
Job Compliance Officer, Ardian
Industry Financial Services
Experience
Ardian April 2015 - Present
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2011 - April 2015
KDC Securities July 2008 - April 2011
Quadriserv Securities August 2005 - July 2008
Jefferies & Company March 2004 - August 2005
Goldman Sachs September 2000 - January 2002
Financial Industry Regulatory Authority July 1996 - September 2000
Brown Brothers Harriman March 1993 - July 1996
Skills
Securities Lending, Prime Brokerage, Bloomberg, Equities, Microsoft Office, Series 63, Bloomberg Terminal, Series 7, Trading, Euroclear, DTC, Collateral Management, Settlement, Strategic Planning, Series 24, Series 55, FINRA, Series 27, Middle Office, Capital Markets, Financial Risk, Securities, Financial Services, Options, Fixed Income, Hedge Funds, Banking, Trading Systems, Derivatives
Education
St. John's University 1999 — 2003
Master of Business Administration (MBA), Finance, General
Bernard M. Baruch, CUNY 1988 — 2002
Bachelor of Business Administration (BBA), Finance
Ardian April 2015 - Present
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2011 - April 2015
KDC Securities July 2008 - April 2011
Quadriserv Securities August 2005 - July 2008
Jefferies & Company March 2004 - August 2005
Goldman Sachs September 2000 - January 2002
Financial Industry Regulatory Authority July 1996 - September 2000
Brown Brothers Harriman March 1993 - July 1996
Skills
Securities Lending, Prime Brokerage, Bloomberg, Equities, Microsoft Office, Series 63, Bloomberg Terminal, Series 7, Trading, Euroclear, DTC, Collateral Management, Settlement, Strategic Planning, Series 24, Series 55, FINRA, Series 27, Middle Office, Capital Markets, Financial Risk, Securities, Financial Services, Options, Fixed Income, Hedge Funds, Banking, Trading Systems, Derivatives
Education
St. John's University 1999 — 2003
Master of Business Administration (MBA), Finance, General
Bernard M. Baruch, CUNY 1988 — 2002
Bachelor of Business Administration (BBA), Finance
Sarah Pettorsson Sarah Pettorsson's Jefferies & Company Experience June 2009 - March 2015
Job Executive Assistant to the CFO & CMO at Aerie Pharmaceuticals
Industry Pharmaceuticals
Experience
Aerie Pharmaceuticals March 2015 - Present
Jefferies & Company June 2009 - March 2015
UBS Investment Bank January 2001 - May 2009
Skills
Investment Banking, Equities, Calendaring, Corporate Finance, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2000
Bachelors, Theatre Arts
Rider University 1996 — 1998
Bachelors - Transferred, Voice Performance
Aerie Pharmaceuticals March 2015 - Present
Jefferies & Company June 2009 - March 2015
UBS Investment Bank January 2001 - May 2009
Skills
Investment Banking, Equities, Calendaring, Corporate Finance, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2000
Bachelors, Theatre Arts
Rider University 1996 — 1998
Bachelors - Transferred, Voice Performance
John Goeckel John Goeckel's Jefferies & Company Experience August 2010 - July 2014
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America July 2014 - Present
Jefferies & Company August 2010 - July 2014
HBK Capital Management April 2008 - July 2010
Bear Stearns May 2007 - April 2008
Citi July 2004 - May 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science, Finance
Bank of America July 2014 - Present
Jefferies & Company August 2010 - July 2014
HBK Capital Management April 2008 - July 2010
Bear Stearns May 2007 - April 2008
Citi July 2004 - May 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science, Finance
Edward W. Piscina Edward W. Piscina's Jefferies & Company Experience June 2012 - Present
Job Assistant Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2012 - Present
Credit Suisse June 2008 - June 2012
Pershing LLC June 2005 - August 2007
Skills
Series 7, Securities, Valuation, Investments, Financial Analysis, Financial Services, Banking, Series 66, Wealth Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BS
Jefferies & Company June 2012 - Present
Credit Suisse June 2008 - June 2012
Pershing LLC June 2005 - August 2007
Skills
Series 7, Securities, Valuation, Investments, Financial Analysis, Financial Services, Banking, Series 66, Wealth Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BS
Ellen Liu Ellen Liu's Jefferies & Company Experience June 2012 - August 2012
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2013 - Present
OwlEngine 2012 - July 2013
Rice University March 2011 - May 2013
Rice University December 2010 - May 2013
Rice University September 2010 - September 2012
Jefferies & Company June 2012 - August 2012
Hoovers Inc. May 2011 - July 2011
Houston A+ Challenge June 2010 - July 2010
Skills
Matlab, Financial Modeling, Analysis, Competitive Analysis, Research, Financial Analysis, Leadership, Statistics, Economics, Data Analysis, R, Stata, Business Planning, Bloomberg, Microsoft Excel, PowerPoint, Editing, LaTeX, Investment Banking, Entrepreneurship, Microsoft Office, Finance
Education
Rice University 2010 — 2013
BA, Mathematical Economic Analysis & Statistics
James E. Taylor High School 2006 — 2010
Jefferies LLC July 2013 - Present
OwlEngine 2012 - July 2013
Rice University March 2011 - May 2013
Rice University December 2010 - May 2013
Rice University September 2010 - September 2012
Jefferies & Company June 2012 - August 2012
Hoovers Inc. May 2011 - July 2011
Houston A+ Challenge June 2010 - July 2010
Skills
Matlab, Financial Modeling, Analysis, Competitive Analysis, Research, Financial Analysis, Leadership, Statistics, Economics, Data Analysis, R, Stata, Business Planning, Bloomberg, Microsoft Excel, PowerPoint, Editing, LaTeX, Investment Banking, Entrepreneurship, Microsoft Office, Finance
Education
Rice University 2010 — 2013
BA, Mathematical Economic Analysis & Statistics
James E. Taylor High School 2006 — 2010
Maria Franco Maria Franco's Jefferies & Company Experience January 2011 - February 2012
Job Vendor Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters February 2012 - Present
Thomson Reuters June 2013 - January 2014
Jefferies & Company January 2011 - February 2012
Ernst & Young 2005 - 2011
Skills
Procurement, Global Sourcing, Sourcing, Purchasing, Contract Negotiation, Contract Management, Management, Business Strategy, Analysis, Enterprise Software, Continuous Improvement, Vendor Management, Strategic Sourcing, IT Strategy, Business Process..., Process Improvement, Outsourcing, Risk Management, Change Management, Financial Analysis, Project Management, RFP, Supply Management, Cross-functional Team..., SDLC, Governance, Business Process
Education
Stevens Institute of Technology 2009 — 2012
Masters of Science in Management (MSM), Project Management, 3.8
Rutgers, The State University of New Jersey-Newark 2001 — 2004
Bachelor of Science, Finance & Spanish
Thomson Reuters February 2012 - Present
Thomson Reuters June 2013 - January 2014
Jefferies & Company January 2011 - February 2012
Ernst & Young 2005 - 2011
Skills
Procurement, Global Sourcing, Sourcing, Purchasing, Contract Negotiation, Contract Management, Management, Business Strategy, Analysis, Enterprise Software, Continuous Improvement, Vendor Management, Strategic Sourcing, IT Strategy, Business Process..., Process Improvement, Outsourcing, Risk Management, Change Management, Financial Analysis, Project Management, RFP, Supply Management, Cross-functional Team..., SDLC, Governance, Business Process
Education
Stevens Institute of Technology 2009 — 2012
Masters of Science in Management (MSM), Project Management, 3.8
Rutgers, The State University of New Jersey-Newark 2001 — 2004
Bachelor of Science, Finance & Spanish
Elizabeth Lupisella's Jefferies & Company Experience June 2009 - August 2009
Job Stay at Home Mom of the Lupisella Household
Industry Primary/Secondary Education
Experience
Penn Christian Academy August 2012 - November 2013
East Windsor Regional School District January 2012 - August 2012
Perry L. Drew School September 2011 - December 2011
Rider University September 2010 - December 2011
Infragistics April 2011 - June 2011
Infragistics November 2010 - April 2011
Jefferies & Company June 2009 - August 2009
Skills
Bloomberg, Fixed Income, Trading, Curriculum Design, Teaching, Event Planning, Nonprofits, Elementary Education, Public Speaking, Salesforce.com, Classroom, Higher Education, Curriculum Development, Tutoring, Community Outreach, Educational Technology, Grant Writing, Editing, Staff Development, Educational Leadership, Special Education, Instructional Design
Education
Rider University 2010 — 2011
Elementary Education Certification, Education
Villanova University 2006 — 2010
Bachelor of Science in Business Administration, International Business Minor
Penn Christian Academy August 2012 - November 2013
East Windsor Regional School District January 2012 - August 2012
Perry L. Drew School September 2011 - December 2011
Rider University September 2010 - December 2011
Infragistics April 2011 - June 2011
Infragistics November 2010 - April 2011
Jefferies & Company June 2009 - August 2009
Skills
Bloomberg, Fixed Income, Trading, Curriculum Design, Teaching, Event Planning, Nonprofits, Elementary Education, Public Speaking, Salesforce.com, Classroom, Higher Education, Curriculum Development, Tutoring, Community Outreach, Educational Technology, Grant Writing, Editing, Staff Development, Educational Leadership, Special Education, Instructional Design
Education
Rider University 2010 — 2011
Elementary Education Certification, Education
Villanova University 2006 — 2010
Bachelor of Science in Business Administration, International Business Minor
Grant J Palmer Grant J Palmer's Jefferies & Company Experience May 2010 - February 2011
Job Associate Director FP&A at Merck
Industry Pharmaceuticals
Experience
Merck March 2014 - Present
Merck May 2012 - March 2014
M*Modal June 2011 - April 2012
Jefferies & Company May 2010 - February 2011
AMRI April 2007 - July 2009
AMRI March 2005 - April 2007
AMRI July 2002 - March 2005
University of Oregon July 2001 - July 2002
Skills
Biotechnology, Chemistry, GMP, Business Development, Pharmaceutical Industry, Finance, Cross-functional Team..., Data Analysis, Project Management, Business Strategy, Strategy, Management, Strategic Planning, Leadership, Financial Analysis, Financial Modeling, Process Improvement, Competitive Analysis, Life Sciences
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Health Care and Finance
University of Kentucky 1996 — 2001
Ph.D., Chemistry
Sewanee-The University of the South 1991 — 1996
BS, Chemistry
Merck March 2014 - Present
Merck May 2012 - March 2014
M*Modal June 2011 - April 2012
Jefferies & Company May 2010 - February 2011
AMRI April 2007 - July 2009
AMRI March 2005 - April 2007
AMRI July 2002 - March 2005
University of Oregon July 2001 - July 2002
Skills
Biotechnology, Chemistry, GMP, Business Development, Pharmaceutical Industry, Finance, Cross-functional Team..., Data Analysis, Project Management, Business Strategy, Strategy, Management, Strategic Planning, Leadership, Financial Analysis, Financial Modeling, Process Improvement, Competitive Analysis, Life Sciences
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Health Care and Finance
University of Kentucky 1996 — 2001
Ph.D., Chemistry
Sewanee-The University of the South 1991 — 1996
BS, Chemistry
Michael Taheny Michael Taheny's Jefferies & Company Experience November 2007 - June 2014
Job Senior Project Manager at FIS
Industry Information Technology and Services
Experience
FIS June 2014 - Present
Jefferies & Company November 2007 - June 2014
Jefferies & Company January 2002 - April 2008
Skills
PMP, Certified Project..., Vendor Management, SDLC, Program Management, Trading Systems, PMO, Market Data, Business Analysis, Disaster Recovery, Risk Management, Data Center, Infrastructure..., Project Management, Process Improvement, Security, IT Service Management, Infrastructure, Electronic Trading, Equities, IT Strategy, Equity Trading, IT Management, Visio, IT Operations, Middle Office, Business Continuity, ITIL, Project Portfolio..., Service Delivery, Investment Banking, Project Delivery, System Deployment, Outsourcing, Enterprise Architecture, Integration, Sybase, Information Technology, Capital Markets, Financial Services, Prime Brokerage, Portfolio Management, Equity Derivatives, Cloud Computing, Bloomberg, Derivatives, Options, Asset Management, Fixed Income, Financial Markets
Education
State University of New York College at Buffalo 2000 — 2005
FIS June 2014 - Present
Jefferies & Company November 2007 - June 2014
Jefferies & Company January 2002 - April 2008
Skills
PMP, Certified Project..., Vendor Management, SDLC, Program Management, Trading Systems, PMO, Market Data, Business Analysis, Disaster Recovery, Risk Management, Data Center, Infrastructure..., Project Management, Process Improvement, Security, IT Service Management, Infrastructure, Electronic Trading, Equities, IT Strategy, Equity Trading, IT Management, Visio, IT Operations, Middle Office, Business Continuity, ITIL, Project Portfolio..., Service Delivery, Investment Banking, Project Delivery, System Deployment, Outsourcing, Enterprise Architecture, Integration, Sybase, Information Technology, Capital Markets, Financial Services, Prime Brokerage, Portfolio Management, Equity Derivatives, Cloud Computing, Bloomberg, Derivatives, Options, Asset Management, Fixed Income, Financial Markets
Education
State University of New York College at Buffalo 2000 — 2005
John Aynedjian John Aynedjian's Jefferies & Company Experience 2003 - 2006
Job Software Engineer at Vintage Filings, a division of PR Newswire
Industry Computer Software
Experience
Vintage Filings, a division of PR Newswire July 2013 - Present
Client Sites October 2006 - June 2013
Jefferies & Company 2003 - 2006
Gotham Computer Services 2000 - 2002
Jefferies & Company 1997 - 2000
ANSTEC Technologies 1996 - 1997
Skills
PHP, MySQL, JavaScript, jQuery, HTML/CSS, Perl, Core Java, C/C++
Education
Paramus High School
Rutgers, The State University of New Jersey-New Brunswick
Bachellor's, Physics, Computer Science
Vintage Filings, a division of PR Newswire July 2013 - Present
Client Sites October 2006 - June 2013
Jefferies & Company 2003 - 2006
Gotham Computer Services 2000 - 2002
Jefferies & Company 1997 - 2000
ANSTEC Technologies 1996 - 1997
Skills
PHP, MySQL, JavaScript, jQuery, HTML/CSS, Perl, Core Java, C/C++
Education
Paramus High School
Rutgers, The State University of New Jersey-New Brunswick
Bachellor's, Physics, Computer Science
Matt Biety's Jefferies & Company Experience August 2004 - March 2007
Job
Industry Capital Markets
Experience
BTIG January 2013 - Present
Knight Capital Group March 2007 - Present
Jefferies & Company August 2004 - March 2007
Knight Capital Markets August 2000 - May 2004
Everen Securities, now Wells Fargo May 1999 - July 2000
Big Ten Trading Company at the C.B.O.E. October 1995 - August 1999
Index Futures Group (since acquired by Man Financial) July 1995 - October 1995
Olde Discount Stockbrokers (now part of H&R Block Financial) January 1994 - July 1995
Education
Saint Leo University 1989 — 1994
BA
BTIG January 2013 - Present
Knight Capital Group March 2007 - Present
Jefferies & Company August 2004 - March 2007
Knight Capital Markets August 2000 - May 2004
Everen Securities, now Wells Fargo May 1999 - July 2000
Big Ten Trading Company at the C.B.O.E. October 1995 - August 1999
Index Futures Group (since acquired by Man Financial) July 1995 - October 1995
Olde Discount Stockbrokers (now part of H&R Block Financial) January 1994 - July 1995
Education
Saint Leo University 1989 — 1994
BA
Rob Bragoli's Jefferies & Company Experience May 2006 - November 2011
Job Senior Director Compliance at Standard & Poor's
Industry Investment Banking
Experience
Standard & Poor's August 2013 - Present
Kroll Bond Rating Agency, Inc. November 2011 - August 2013
Jefferies & Company May 2006 - November 2011
Nomura November 2005 - May 2006
Credit Suisse May 2004 - November 2005
Financial Industry Regulatory Authority July 2003 - May 2004
UBS Wealth Management July 2001 - July 2003
Cravath, Swaine & Moore LLP August 1999 - July 2001
Skills
Securities, Series 7, FINRA, Trading, Capital Markets, Fixed Income, Series 24, Financial Services, Risk Management
Education
Rutgers University School of Law - Newark 2005 — 2009
JD, Law
University of Virginia 1995 — 1999
BA
Standard & Poor's August 2013 - Present
Kroll Bond Rating Agency, Inc. November 2011 - August 2013
Jefferies & Company May 2006 - November 2011
Nomura November 2005 - May 2006
Credit Suisse May 2004 - November 2005
Financial Industry Regulatory Authority July 2003 - May 2004
UBS Wealth Management July 2001 - July 2003
Cravath, Swaine & Moore LLP August 1999 - July 2001
Skills
Securities, Series 7, FINRA, Trading, Capital Markets, Fixed Income, Series 24, Financial Services, Risk Management
Education
Rutgers University School of Law - Newark 2005 — 2009
JD, Law
University of Virginia 1995 — 1999
BA
Debra Manche's Jefferies & Company Experience July 2010 - November 2011
Job Analyst at Lakewood Capital Management, LP
Industry Financial Services
Experience
Lakewood Capital Management, LP July 2015 - Present
Trian Partners July 2012 - July 2015
Lazard November 2011 - June 2012
Jefferies & Company July 2010 - November 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Smith Barney January 2009 - May 2009
Avalon Partners June 2008 - August 2008
Skills
Private Equity, Investment Banking, LBO, Financial Analysis, Financial Modeling, Bloomberg, Equity Research, Valuation
Education
The George Washington University - School of Business 2006 — 2010
BBA
Sciences Po Paris
Lakewood Capital Management, LP July 2015 - Present
Trian Partners July 2012 - July 2015
Lazard November 2011 - June 2012
Jefferies & Company July 2010 - November 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Smith Barney January 2009 - May 2009
Avalon Partners June 2008 - August 2008
Skills
Private Equity, Investment Banking, LBO, Financial Analysis, Financial Modeling, Bloomberg, Equity Research, Valuation
Education
The George Washington University - School of Business 2006 — 2010
BBA
Sciences Po Paris
Hiten Chawla's Jefferies & Company Experience June 2007 - August 2007
Job Wharton MBA Candidate, Class of 2016
Industry Financial Services
Experience
Passport Capital June 2015 - Present
JMI Equity August 2011 - June 2014
McKinsey & Company September 2009 - June 2011
Goldman Sachs June 2008 - August 2008
Jefferies & Company June 2007 - August 2007
America Online June 2006 - August 2006
Skills
Financial Modeling, Entrepreneurship, Venture Capital, Product Management, Management Consulting, Business Strategy, Start-ups, Analytics, Competitive Analysis, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions, Corporate Development
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2008 — 2009
M.S., Management Science & Engineering
Stanford University 2005 — 2009
B.S., Computer Science
Passport Capital June 2015 - Present
JMI Equity August 2011 - June 2014
McKinsey & Company September 2009 - June 2011
Goldman Sachs June 2008 - August 2008
Jefferies & Company June 2007 - August 2007
America Online June 2006 - August 2006
Skills
Financial Modeling, Entrepreneurship, Venture Capital, Product Management, Management Consulting, Business Strategy, Start-ups, Analytics, Competitive Analysis, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions, Corporate Development
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2008 — 2009
M.S., Management Science & Engineering
Stanford University 2005 — 2009
B.S., Computer Science
Cari Siegal Walker's Jefferies & Company Experience October 2012 - May 2014
Job Millennium PartnersDirector of PM Resources
Industry Financial Services
Experience
Millennium Partners June 2014 - Present
The HOPE Program January 2006 - Present
Jefferies & Company October 2012 - May 2014
Dahlman Rose & Co. February 2011 - September 2012
Macquarie Capital August 2008 - February 2011
Goldman Sachs Asset Management November 2005 - April 2008
Goldman Sachs January 2000 - November 2005
Private Wealth Management January 1999 - January 2001
Hambrecht & Quist March 1997 - July 1998
Private Wealth Management Division January 1997 - January 1998
Skills
Management, Marketing, Alternative Investments
Education
Kingswood Oxford School
RICHMOND COLLEGE
Richmond, The American International University in London
na
University of Rochester
University of Rochester
Bachelors of Arts, Political Science and Psychology
Millennium Partners June 2014 - Present
The HOPE Program January 2006 - Present
Jefferies & Company October 2012 - May 2014
Dahlman Rose & Co. February 2011 - September 2012
Macquarie Capital August 2008 - February 2011
Goldman Sachs Asset Management November 2005 - April 2008
Goldman Sachs January 2000 - November 2005
Private Wealth Management January 1999 - January 2001
Hambrecht & Quist March 1997 - July 1998
Private Wealth Management Division January 1997 - January 1998
Skills
Management, Marketing, Alternative Investments
Education
Kingswood Oxford School
RICHMOND COLLEGE
Richmond, The American International University in London
na
University of Rochester
University of Rochester
Bachelors of Arts, Political Science and Psychology
Alex Mikhaylov's Jefferies & Company Experience August 2009 - February 2012
Job Managing Partner at Loud Partners Inc.
Industry Information Technology and Services
Experience
Loud Partners Inc, March 2012 - Present
Jefferies & Company August 2009 - February 2012
Pequot Capital Mangement May 2007 - July 2009
Pequot Capital Management, Inc. March 2007 - July 2009
GFI Group Inc. 2001 - 2007
Skills
Equities, Trading Systems, Bloomberg, Asset Managment, Disaster Recovery, Equity Research, Fixed Income, Derivatives, Market Data, Trading, Options, Integration, Electronic Trading, Hedge Funds, Citrix, Business Continuity, Investments, Capital Markets, Commodity, Portfolio Management, Infrastructure, Servers, Mergers & Acquisitions, Corporate Finance, Equity Trading, Equity Valuation, Emerging Markets
Education
Queensborough Community College 2006 — 2009
Associates, Science
Loud Partners Inc, March 2012 - Present
Jefferies & Company August 2009 - February 2012
Pequot Capital Mangement May 2007 - July 2009
Pequot Capital Management, Inc. March 2007 - July 2009
GFI Group Inc. 2001 - 2007
Skills
Equities, Trading Systems, Bloomberg, Asset Managment, Disaster Recovery, Equity Research, Fixed Income, Derivatives, Market Data, Trading, Options, Integration, Electronic Trading, Hedge Funds, Citrix, Business Continuity, Investments, Capital Markets, Commodity, Portfolio Management, Infrastructure, Servers, Mergers & Acquisitions, Corporate Finance, Equity Trading, Equity Valuation, Emerging Markets
Education
Queensborough Community College 2006 — 2009
Associates, Science
John Zaro's Jefferies & Company Experience 1983 - 1984
Job Managing Partner and Owner of Bourgeon Capital
Industry Investment Management
Experience
Bourgeon Capital January 2000 - Present
Bourgeon Capital 2000 - Present
Warburg Pincus Asset Management 1998 - 1999
JPMorgan Chase 1991 - 1997
Morgan Stanley 1984 - 1991
Jefferies & Company 1983 - 1984
Morgan Stanley Smith Barney 1980 - 1983
Education
Stanford University 1977 — 1980
Bachelor of Arts (BA), Economics and Political Science
Bourgeon Capital January 2000 - Present
Bourgeon Capital 2000 - Present
Warburg Pincus Asset Management 1998 - 1999
JPMorgan Chase 1991 - 1997
Morgan Stanley 1984 - 1991
Jefferies & Company 1983 - 1984
Morgan Stanley Smith Barney 1980 - 1983
Education
Stanford University 1977 — 1980
Bachelor of Arts (BA), Economics and Political Science
Danyell (Lunsford) Ackerman's Jefferies & Company Experience July 2002 - December 2011
Job Operations Westwood Holdings Group
Industry Financial Services
Experience
Westwood Trust March 2012 - Present
Jefferies & Company July 2002 - December 2011
The Crossroads Group 2001 - 2002
Skills
Equities, Excel, Bloomberg, Word, Series 7, Lotus Notes, Outlook, Series 63, Equity Trading
Education
Stephen F. Austin State University 1992 — 1996
BBA, Management/Marketing
Westwood Trust March 2012 - Present
Jefferies & Company July 2002 - December 2011
The Crossroads Group 2001 - 2002
Skills
Equities, Excel, Bloomberg, Word, Series 7, Lotus Notes, Outlook, Series 63, Equity Trading
Education
Stephen F. Austin State University 1992 — 1996
BBA, Management/Marketing
Priscilla McLeroy's Jefferies & Company Experience 2005 - 2007
Job Energy Faculty and Investments Advisor
Industry Oil & Energy
Experience
Texas A&M University January 2012 - Present
GraGus, LP 2009 - Present
Arthur D. Little, Inc. 2007 - 2009
Jefferies & Company 2005 - 2007
Avatar Associates, LLC 2001 - 2005
SRI Consulting 1998 - 2001
Skills
Energy, Management Consulting, Mergers, Due Diligence, Valuation, Business Strategy, Renewable Energy, Financial Modeling, Strategy, Venture Capital, Strategic Planning, Economics, Entrepreneurship, Start-ups, Business Planning
Education
Stanford University
MS, Petroleum Engineering
University of Houston
BS, Biophysics
Texas A&M University January 2012 - Present
GraGus, LP 2009 - Present
Arthur D. Little, Inc. 2007 - 2009
Jefferies & Company 2005 - 2007
Avatar Associates, LLC 2001 - 2005
SRI Consulting 1998 - 2001
Skills
Energy, Management Consulting, Mergers, Due Diligence, Valuation, Business Strategy, Renewable Energy, Financial Modeling, Strategy, Venture Capital, Strategic Planning, Economics, Entrepreneurship, Start-ups, Business Planning
Education
Stanford University
MS, Petroleum Engineering
University of Houston
BS, Biophysics
Kurt Gardiner's Jefferies & Company Experience June 1997 - June 1999
Job ERP Project Manager
Industry Insurance
Experience
Emblem Health February 2001 - Present
EmblemHealth February 2001 - Present
Jefferies & Company June 1997 - June 1999
Education
Skidmore College 1985 — 1989
Emblem Health February 2001 - Present
EmblemHealth February 2001 - Present
Jefferies & Company June 1997 - June 1999
Education
Skidmore College 1985 — 1989
Scot Sedlacek's Jefferies & Company Experience 2004 - 2006
Job Managing Director at Mooreland Partners LLC
Industry Investment Banking
Experience
Mooreland Partners January 2009 - Present
Lumeta Corporation 2007 - 2013
Tizor Systems 2007 - 2009
JMI Equity 2007 - 2008
Jefferies & Company 2004 - 2006
Jefferies Broadview 2003 - 2006
Broadview International 1988 - 2003
Broadview Associates 1988 - 2003
IBM 1978 - 1986
Skills
Investment Banking, Mergers & Acquisitions, Management, Venture Capital, Banking, Strategy, Start-ups, Due Diligence, Corporate Development
Education
Stanford University
Undergraduate
University of Pennsylvania - The Wharton School
MBA
Mooreland Partners January 2009 - Present
Lumeta Corporation 2007 - 2013
Tizor Systems 2007 - 2009
JMI Equity 2007 - 2008
Jefferies & Company 2004 - 2006
Jefferies Broadview 2003 - 2006
Broadview International 1988 - 2003
Broadview Associates 1988 - 2003
IBM 1978 - 1986
Skills
Investment Banking, Mergers & Acquisitions, Management, Venture Capital, Banking, Strategy, Start-ups, Due Diligence, Corporate Development
Education
Stanford University
Undergraduate
University of Pennsylvania - The Wharton School
MBA
Jeannette Maniscalco's Jefferies & Company Experience December 2011 - October 2013
Job Financial Reporting
Industry Accounting
Experience
Lifetime Brands November 2013 - Present
Jefferies & Company December 2011 - October 2013
MF Global June 2008 - November 2011
McGladrey & Pullen September 2004 - June 2008
Education
State University of New York College at Geneseo 2000 — 2004
Lifetime Brands November 2013 - Present
Jefferies & Company December 2011 - October 2013
MF Global June 2008 - November 2011
McGladrey & Pullen September 2004 - June 2008
Education
State University of New York College at Geneseo 2000 — 2004
Vanessa Callaway's Jefferies & Company Experience November 2007 - April 2008
Job Content Manager, Blogger, Social Media Strategist at Wear Flats To Dinner || wearflatstodinner.com
Industry Writing and Editing
Experience
Wear Flats To Dinner wearflatstodinner.com November 2012 - Present
SmartStart Developmental Learning Center May 2009 - October 2011
Jefferies & Company November 2007 - April 2008
Russo Partners LLC December 2007 - February 2008
WeissCommunications April 2007 - June 2007
The LaRose Group January 2007 - March 2007
Skills
Microsoft Excel, Press Releases, Public Relations
Education
Santa Clara University 2005 — 2007
Communication
Self taught
Wear Flats To Dinner wearflatstodinner.com November 2012 - Present
SmartStart Developmental Learning Center May 2009 - October 2011
Jefferies & Company November 2007 - April 2008
Russo Partners LLC December 2007 - February 2008
WeissCommunications April 2007 - June 2007
The LaRose Group January 2007 - March 2007
Skills
Microsoft Excel, Press Releases, Public Relations
Education
Santa Clara University 2005 — 2007
Communication
Self taught
Shek Lee's Jefferies & Company Experience 2005 - 2007
Job Lead Programmer Analyst at American Express
Industry Financial Services
Experience
American Express October 2012 - Present
UBS Financial Services 1999 - October 2012
Jefferies & Company 2005 - 2007
Skills
Business Analysis, SDLC, Equities, Java, Unix Shell Scripting, Business Requirements, Risk Management, Websphere, Requirements Analysis, Sybase, Requirements Gathering, Trading Systems, Fixed Income, Software Project..., Enterprise Architecture, Market Data, Data Warehousing, IT Strategy, DB2, Electronic Trading, PMO, Derivatives, User Acceptance Testing, Unix, SOA, Vendor Management
Education
State University of New York at Buffalo - School of Management
BS, MIS
American Express October 2012 - Present
UBS Financial Services 1999 - October 2012
Jefferies & Company 2005 - 2007
Skills
Business Analysis, SDLC, Equities, Java, Unix Shell Scripting, Business Requirements, Risk Management, Websphere, Requirements Analysis, Sybase, Requirements Gathering, Trading Systems, Fixed Income, Software Project..., Enterprise Architecture, Market Data, Data Warehousing, IT Strategy, DB2, Electronic Trading, PMO, Derivatives, User Acceptance Testing, Unix, SOA, Vendor Management
Education
State University of New York at Buffalo - School of Management
BS, MIS
Tracy Dana's Jefferies & Company Experience November 2007 - December 2008
Job Major Gifts Development Officer at Memorial Sloan Kettering Cancer Center
Industry Fund-Raising
Experience
Memorial Sloan Kettering Cancer Center December 2013 - Present
Mount Sinai Medical Center July 2012 - November 2013
Mount Sinai Medical Center May 2011 - July 2012
Cancer Research Institute August 2009 - May 2011
Jefferies & Company November 2007 - December 2008
Skills
Fundraising, Research, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Alumni Relations, Social Media, Public Speaking, Microsoft Word, Editing, Non-profits, Event Management, Project Management, Strategic Planning
Education
St. Lawrence University 2003 — 2007
B.A., History
St. George's School 1999 — 2003
Memorial Sloan Kettering Cancer Center December 2013 - Present
Mount Sinai Medical Center July 2012 - November 2013
Mount Sinai Medical Center May 2011 - July 2012
Cancer Research Institute August 2009 - May 2011
Jefferies & Company November 2007 - December 2008
Skills
Fundraising, Research, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Alumni Relations, Social Media, Public Speaking, Microsoft Word, Editing, Non-profits, Event Management, Project Management, Strategic Planning
Education
St. Lawrence University 2003 — 2007
B.A., History
St. George's School 1999 — 2003
Brett Stanton's Jefferies & Company Experience May 1995 - December 1998
Job Operations Director at 3 Dimensional Wealth Advisory
Industry Financial Services
Experience
3 Dimensional Wealth Advisory February 2014 - Present
Diefendorf Capital Planning Associates April 2011 - Present
Stifel Nicolaus December 2005 - October 2007
Legg Mason June 1999 - December 2005
Bank of New York Mellon December 1998 - June 1999
Jefferies & Company May 1995 - December 1998
Skills
Trading, Compliance, Portfolio Management, Personnel Management, Investments, Proprietary Trading, Series 7, Securities, Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Asset Managment, Wealth Management, Investment Advisory, Trading Systems, Risk Management, Retirement Planning, FINRA, Financial Risk, Financial Services, Asset Allocation, Wealth, Asset Management
Education
Randolph-Macon College 1989 — 1993
BA, Political Science
North Shore High School 1985 — 1989
3 Dimensional Wealth Advisory February 2014 - Present
Diefendorf Capital Planning Associates April 2011 - Present
Stifel Nicolaus December 2005 - October 2007
Legg Mason June 1999 - December 2005
Bank of New York Mellon December 1998 - June 1999
Jefferies & Company May 1995 - December 1998
Skills
Trading, Compliance, Portfolio Management, Personnel Management, Investments, Proprietary Trading, Series 7, Securities, Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Asset Managment, Wealth Management, Investment Advisory, Trading Systems, Risk Management, Retirement Planning, FINRA, Financial Risk, Financial Services, Asset Allocation, Wealth, Asset Management
Education
Randolph-Macon College 1989 — 1993
BA, Political Science
North Shore High School 1985 — 1989
Justin Madden's Jefferies & Company Experience Corporate Cash ManagementCredit SuisseOctober 2003 - December 2006
Job Vice President at Jefferies & Company
Industry Investment Management
Experience
Jefferies & Company Corporate Cash ManagementCredit SuisseOctober 2003 - December 2006
Education
State University of New York College at Geneseo 1999 — 2003
Jefferies & Company Corporate Cash ManagementCredit SuisseOctober 2003 - December 2006
Education
State University of New York College at Geneseo 1999 — 2003
Megan Ilao's Jefferies & Company Experience January 2012 - Present
Job Tax Manager/Vice President at Jefferies & Company, Inc.
Industry Accounting
Experience
Jefferies & Company January 2012 - Present
Jefferies & Company June 2010 - December 2011
Grant Thornton LLP July 2006 - June 2010
Grant Thornton LLP September 2005 - May 2006
Grant Thornton LLP June 2005 - August 2005
Grant Thornton LLP August 2004 - September 2004
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2006
Jefferies & Company January 2012 - Present
Jefferies & Company June 2010 - December 2011
Grant Thornton LLP July 2006 - June 2010
Grant Thornton LLP September 2005 - May 2006
Grant Thornton LLP June 2005 - August 2005
Grant Thornton LLP August 2004 - September 2004
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2006
Rahil Jogani's Jefferies & Company Experience June 2008 - August 2008
Job Associate Principal at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2009 - Present
Stanford University School of Medicine September 2007 - June 2009
Jefferies & Company June 2008 - August 2008
Boston Scientific May 2007 - August 2007
University of Illinois at Urbana-Champaign August 2005 - May 2007
Siemens Medical Solutions January 2006 - June 2006
University of Illinois at Urbana-Champaign December 2003 - August 2005
HSBC June 2004 - August 2004
Education
Stanford University 2007 — 2009
MS, Electrical Engineering
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Electrical Engineering
Ruamrudee International School 1999 — 2003
McKinsey & Company September 2009 - Present
Stanford University School of Medicine September 2007 - June 2009
Jefferies & Company June 2008 - August 2008
Boston Scientific May 2007 - August 2007
University of Illinois at Urbana-Champaign August 2005 - May 2007
Siemens Medical Solutions January 2006 - June 2006
University of Illinois at Urbana-Champaign December 2003 - August 2005
HSBC June 2004 - August 2004
Education
Stanford University 2007 — 2009
MS, Electrical Engineering
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Electrical Engineering
Ruamrudee International School 1999 — 2003
Bo Xing's Jefferies & Company Experience May 2011 - October 2014
Job IT Quality Management Leader, Certified SAFe Program Consultant
Industry Computer Software
Experience
IndwellersQ LLC. January 2015 - Present
Jefferies & Company May 2011 - October 2014
Deutsche Bank November 2009 - May 2011
fidessa corporation July 2004 - January 2009
SIAC November 1998 - July 2004
SIAC November 1997 - July 1998
Skills
Test Automation, Software Quality..., Testing, Market Data, Order Management, Execution Management, Market Access, Middle and Back Office, Compliance, Establish QA Policy and..., Enterprise Architecture, Staff Management, Project Management, Training and Mentoring, Tools Selection, Vendor Relationships, Vendor Management, Contract Negotiation, Fidessa, Trading Systems, Electronic Trading, Execution Management..., Exchange Connectivity, Equity Trading, Quality Assurance, Enterprise Software, User Acceptance Testing, Sybase, Options, SDLC, Vendor Relationship..., Business Analysis
Education
St. Joseph's University 1996 — 1997
Master of Computer Science Program
Shenyang Pharmaceutical University 1981 — 1985
Bachelor of Science (BS), Microbiology and Pharmaceutics
IndwellersQ LLC. January 2015 - Present
Jefferies & Company May 2011 - October 2014
Deutsche Bank November 2009 - May 2011
fidessa corporation July 2004 - January 2009
SIAC November 1998 - July 2004
SIAC November 1997 - July 1998
Skills
Test Automation, Software Quality..., Testing, Market Data, Order Management, Execution Management, Market Access, Middle and Back Office, Compliance, Establish QA Policy and..., Enterprise Architecture, Staff Management, Project Management, Training and Mentoring, Tools Selection, Vendor Relationships, Vendor Management, Contract Negotiation, Fidessa, Trading Systems, Electronic Trading, Execution Management..., Exchange Connectivity, Equity Trading, Quality Assurance, Enterprise Software, User Acceptance Testing, Sybase, Options, SDLC, Vendor Relationship..., Business Analysis
Education
St. Joseph's University 1996 — 1997
Master of Computer Science Program
Shenyang Pharmaceutical University 1981 — 1985
Bachelor of Science (BS), Microbiology and Pharmaceutics
Jeffrey Puglisi's Jefferies & Company Experience May 2006 - Present
Job Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company May 2006 - Present
JPMorgan Chase February 2001 - September 2005
Skills
Over 20 years..., Excellent analytical,..., Strong background in..., Understanding of...
Education
St. Thomas Aquinas College 1999 — 2002
MBA, Finance
Jefferies & Company May 2006 - Present
JPMorgan Chase February 2001 - September 2005
Skills
Over 20 years..., Excellent analytical,..., Strong background in..., Understanding of...
Education
St. Thomas Aquinas College 1999 — 2002
MBA, Finance
Nicole Hoodye's Jefferies & Company Experience Executive Administrative AsstCitibankJanuary 2000 - June 2003
Job CRM Administrator at Jefferies & Company
Industry Information Services
Experience
Jefferies & Company Executive Administrative AsstCitibankJanuary 2000 - June 2003
Inglewood Police Department 1995 - June 1999
Skills
Mergers, Administrative..., Due Diligence, Valuation, PeopleSoft, Business Analysis, Capital Markets, Financial Analysis, Financial Modeling, Corporate Development, Calendaring, Mergers & Acquisitions, CRM, Investment Banking, Fixed Income, Process Improvement, Microsoft Excel, Venture Capital, Vendor Management, Microsoft Office, Bloomberg, Management, Visio, Hedge Funds, Customer Service, Budgets, Financial Services, Equities, Lotus Notes, Business Strategy, Private Equity
Education
Spelman College
Jefferies & Company Executive Administrative AsstCitibankJanuary 2000 - June 2003
Inglewood Police Department 1995 - June 1999
Skills
Mergers, Administrative..., Due Diligence, Valuation, PeopleSoft, Business Analysis, Capital Markets, Financial Analysis, Financial Modeling, Corporate Development, Calendaring, Mergers & Acquisitions, CRM, Investment Banking, Fixed Income, Process Improvement, Microsoft Excel, Venture Capital, Vendor Management, Microsoft Office, Bloomberg, Management, Visio, Hedge Funds, Customer Service, Budgets, Financial Services, Equities, Lotus Notes, Business Strategy, Private Equity
Education
Spelman College
Albert Beltrano's Jefferies & Company Experience June 2009 - September 2010
Job Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse September 2010 - Present
Jefferies & Company June 2009 - September 2010
Schroders October 2004 - March 2009
JP MORGAN CHASE & COMPANY November 1997 - October 2004
Mentor Tech August 1995 - November 1997
Skills
Active Directory, Blackberry
Education
NYIT 2000 — 2000
Master's Degree, Educational/Instructional Technology, 4.0
State University of New York College at Oswego 1989 — 1994
B.S, Technology Education
Credit Suisse September 2010 - Present
Jefferies & Company June 2009 - September 2010
Schroders October 2004 - March 2009
JP MORGAN CHASE & COMPANY November 1997 - October 2004
Mentor Tech August 1995 - November 1997
Skills
Active Directory, Blackberry
Education
NYIT 2000 — 2000
Master's Degree, Educational/Instructional Technology, 4.0
State University of New York College at Oswego 1989 — 1994
B.S, Technology Education
Eileen Corrigan's Jefferies & Company Experience
Job Admin Assistant at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company
Skills
Travel Arrangements, Concur, Bloomberg, Investment Banking, Calendaring, Administrative..., Equities, Lotus Notes, Microsoft Excel, Back Office, Outlook, Securities
Education
Saint Peter's University
Jefferies & Company
Skills
Travel Arrangements, Concur, Bloomberg, Investment Banking, Calendaring, Administrative..., Equities, Lotus Notes, Microsoft Excel, Back Office, Outlook, Securities
Education
Saint Peter's University
Candy Mackoul's Jefferies & Company Experience 2003 - Present
Job Investment Banking at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2003 - Present
Broadview International October 1998 - November 2003
Education
Immaculate Heart Academy 1984 — 1987
HS, College Prep
Roger Williams University
Jefferies & Company 2003 - Present
Broadview International October 1998 - November 2003
Education
Immaculate Heart Academy 1984 — 1987
HS, College Prep
Roger Williams University
Nathan Nishiguchi's Jefferies & Company Experience August 2010 - March 2012
Job COO & Head of Acquisitions at Pacific Union Development Company
Industry Real Estate
Experience
Pacific Union Development Company May 2012 - Present
Jefferies & Company August 2010 - March 2012
Wolfgang's Vault April 2004 - August 2010
Deloitte & Touche September 2002 - April 2004
Skills
Business Development, Strategic Partnerships, Capital Raising, Acquisitions, Corporate Development, Business Valuation, Financial Modeling, Emerging Markets, Strategy, Strategic Planning, Venture Capital, Start-ups, Investment Banking, Corporate Finance, Divestitures, Private Equity, Business Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Entrepreneurial Management and Finance
Santa Clara University 1998 — 2002
BSC, Finance
Pacific Union Development Company May 2012 - Present
Jefferies & Company August 2010 - March 2012
Wolfgang's Vault April 2004 - August 2010
Deloitte & Touche September 2002 - April 2004
Skills
Business Development, Strategic Partnerships, Capital Raising, Acquisitions, Corporate Development, Business Valuation, Financial Modeling, Emerging Markets, Strategy, Strategic Planning, Venture Capital, Start-ups, Investment Banking, Corporate Finance, Divestitures, Private Equity, Business Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Entrepreneurial Management and Finance
Santa Clara University 1998 — 2002
BSC, Finance
Mark Schneid's Jefferies & Company Experience September 2002 - April 2008
Job Trade Execution / Client Relationship Management Professional
Industry Financial Services
Experience
Citi February 2011 - Present
Jefferies & Company September 2002 - April 2008
Robeco Asset Management April 1988 - July 2002
Weiss, Peck, & Greer April 1988 - July 2002
Skills
Fixed Income, Hedge Funds, Recapitalizations, Equities, Series 7
Education
City University of New York-Queens College 1977 — 1981
Bachelor of Arts (B.A.), Accounting
Citi February 2011 - Present
Jefferies & Company September 2002 - April 2008
Robeco Asset Management April 1988 - July 2002
Weiss, Peck, & Greer April 1988 - July 2002
Skills
Fixed Income, Hedge Funds, Recapitalizations, Equities, Series 7
Education
City University of New York-Queens College 1977 — 1981
Bachelor of Arts (B.A.), Accounting
Hiten Motipara's Jefferies & Company Experience October 2009 - Present
Job Agency Trading
Industry Investment Banking
Experience
Jefferies & Company October 2009 - Present
Deloitte & Touche 2005 - October 2009
Skills
Fixed Income, Financial Modeling
Education
Rutgers Business School 2001 — 2005
Finance, Finance
Rutgers University-New Brunswick 2001 — 2005
Finance
Jefferies & Company October 2009 - Present
Deloitte & Touche 2005 - October 2009
Skills
Fixed Income, Financial Modeling
Education
Rutgers Business School 2001 — 2005
Finance, Finance
Rutgers University-New Brunswick 2001 — 2005
Finance
Celeste Gandolfo's Jefferies & Company Experience June 2005 - June 2011
Job AVP, BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2013 - Present
Jefferies and Company June 2011 - August 2013
Jefferies & Company June 2005 - June 2011
Pershing LLC June 2000 - June 2005
Cambridge Partners LP October 1994 - March 2000
Dean Witter April 1993 - October 1994
US Aviation Underwriters September 1992 - April 1993
Skills
Hedge Funds, Series 7, Series 63, Equity Trading, Middle Office, Settlement, Trading, Back Office, Electronic Trading, Risk Management, Fixed Income, Equities, Bloomberg, Prime Brokerage, Trading Systems, Derivatives, Capital Markets, FX Options, Options, Securities, Investment Banking
Education
Rutgers University-New Brunswick 1988 — 1992
Bachelors, Economics, Finance
BNP Paribas October 2013 - Present
Jefferies and Company June 2011 - August 2013
Jefferies & Company June 2005 - June 2011
Pershing LLC June 2000 - June 2005
Cambridge Partners LP October 1994 - March 2000
Dean Witter April 1993 - October 1994
US Aviation Underwriters September 1992 - April 1993
Skills
Hedge Funds, Series 7, Series 63, Equity Trading, Middle Office, Settlement, Trading, Back Office, Electronic Trading, Risk Management, Fixed Income, Equities, Bloomberg, Prime Brokerage, Trading Systems, Derivatives, Capital Markets, FX Options, Options, Securities, Investment Banking
Education
Rutgers University-New Brunswick 1988 — 1992
Bachelors, Economics, Finance
Kimberly Swift's Jefferies & Company Experience August 1995 - August 1999
Job AVP, Relationship Management at State Street
Industry Financial Services
Experience
State Street December 2013 - Present
ITG October 2008 - December 2012
ITG September 1999 - October 2008
Jefferies & Company August 1995 - August 1999
Skills
Series 7, Equity Trading, Securities, Equities, Portfolio Management, Trading, Series 63, Series 24, Trading System, Financial Services, Series 55, Series 3, Series 4, TCA, Relationship Mgmt, Sales, Relationship Management, Asset Allocation, Sales Management, Asset Management, FINRA, Investment Banking
Education
Saint Anselm College 1988 — 1992
B.A.
State Street December 2013 - Present
ITG October 2008 - December 2012
ITG September 1999 - October 2008
Jefferies & Company August 1995 - August 1999
Skills
Series 7, Equity Trading, Securities, Equities, Portfolio Management, Trading, Series 63, Series 24, Trading System, Financial Services, Series 55, Series 3, Series 4, TCA, Relationship Mgmt, Sales, Relationship Management, Asset Allocation, Sales Management, Asset Management, FINRA, Investment Banking
Education
Saint Anselm College 1988 — 1992
B.A.
Liz Barron's Jefferies & Company Experience October 2005 - January 2013
Job Assistant Vice President, Marketing Manager at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company October 2005 - January 2013
Century Bank June 2004 - October 2005
Skills
Financial Analysis
Education
Quinnipiac University - School of Business
Bachelor of Science, Marketing
Jefferies & Company October 2005 - January 2013
Century Bank June 2004 - October 2005
Skills
Financial Analysis
Education
Quinnipiac University - School of Business
Bachelor of Science, Marketing
Hasan Wardeh's Jefferies & Company Experience July 2011 - Present
Job Systems Analyst at Jefferies Group
Industry Information Technology and Services
Experience
Jefferies & Company July 2011 - Present
Prudential Bache Commodities December 2007 - June 2011
Education
Rutgers, The State University of New Jersey-New Brunswick
Computer Science
Jefferies & Company July 2011 - Present
Prudential Bache Commodities December 2007 - June 2011
Education
Rutgers, The State University of New Jersey-New Brunswick
Computer Science
Steve Yannarelli's Jefferies & Company Experience Vice PresidentMorgan StanleyNovember 1998 - July 2008
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company Vice PresidentMorgan StanleyNovember 1998 - July 2008
Education
Rutgers 1994 — 1998
BS, Finance
Jefferies & Company Vice PresidentMorgan StanleyNovember 1998 - July 2008
Education
Rutgers 1994 — 1998
BS, Finance
Will McNeely's Jefferies & Company Experience August 2006 - December 2011
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities January 2012 - Present
Jefferies & Company August 2006 - December 2011
Morgan Stanley Dean Witter 1991 - 2006
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Business
Wells Fargo Securities January 2012 - Present
Jefferies & Company August 2006 - December 2011
Morgan Stanley Dean Witter 1991 - 2006
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Business
Mahe Ravi's Jefferies & Company Experience August 2012 - Present
Job Associate at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company August 2012 - Present
Jefferies & Company June 2011 - August 2011
Microchip Technology July 2006 - August 2010
Skills
Investment Banking, Product Development, Financial Modeling
Education
University of Chicago Booth School of Business 2010 — 2012
MBA, Finance and Acconting
University of Cincinnati 2004 — 2006
MS, Computer Engineering
Sri Venkateswara University 2000 — 2004
B.Tech, Electronics and Communication Engineering
Jefferies & Company August 2012 - Present
Jefferies & Company June 2011 - August 2011
Microchip Technology July 2006 - August 2010
Skills
Investment Banking, Product Development, Financial Modeling
Education
University of Chicago Booth School of Business 2010 — 2012
MBA, Finance and Acconting
University of Cincinnati 2004 — 2006
MS, Computer Engineering
Sri Venkateswara University 2000 — 2004
B.Tech, Electronics and Communication Engineering
Breton Birkhofer's Jefferies & Company Experience June 2011 - February 2013
Job MBA Candidate at UC Berkeley, Haas School of Business
Industry Computer Software
Experience
Euclid Analytics December 2013 - July 2015
Euclid Analytics September 2013 - July 2015
Euclid Analytics February 2013 - December 2013
Jefferies & Company June 2011 - February 2013
Jefferies & Company June 2010 - August 2010
Montgomery Marshall Healthcare Partners June 2009 - August 2009
Vector Marketing June 2008 - September 2008
Skills
Business Development, Investment Banking, Financial Modeling, Valuation, Data Analysis, Corporate Finance, Analytics, Economics, Financial Analysis, Venture Capital, Bloomberg, Clean Technology, Mergers & Acquisitions, Competitive Analysis
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Stanford University 2007 — 2011
B.A., Economics
Euclid Analytics December 2013 - July 2015
Euclid Analytics September 2013 - July 2015
Euclid Analytics February 2013 - December 2013
Jefferies & Company June 2011 - February 2013
Jefferies & Company June 2010 - August 2010
Montgomery Marshall Healthcare Partners June 2009 - August 2009
Vector Marketing June 2008 - September 2008
Skills
Business Development, Investment Banking, Financial Modeling, Valuation, Data Analysis, Corporate Finance, Analytics, Economics, Financial Analysis, Venture Capital, Bloomberg, Clean Technology, Mergers & Acquisitions, Competitive Analysis
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Stanford University 2007 — 2011
B.A., Economics
Miftar Spahija's Jefferies & Company Experience December 2009 - Present
Job Vice PresidentFixed Income Middle Office at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company December 2009 - Present
JP Morgan January 2008 - September 2009
Deutsche Bank 2006 - 2007
Wachovia Securities, LLC 2004 - 2006
Morgan Stanley 1996 - 2004
Skills
Investment Banking, Fixed Income, Capital Markets, Middle Office, Series 7, ETF, Series 99, Emerging Markets, Settlement, Structured Products, Trading, ETFs, Securities
Education
Shippensburg University of Pennsylvania 1988 — 1993
BS, International Business
Jefferies & Company December 2009 - Present
JP Morgan January 2008 - September 2009
Deutsche Bank 2006 - 2007
Wachovia Securities, LLC 2004 - 2006
Morgan Stanley 1996 - 2004
Skills
Investment Banking, Fixed Income, Capital Markets, Middle Office, Series 7, ETF, Series 99, Emerging Markets, Settlement, Structured Products, Trading, ETFs, Securities
Education
Shippensburg University of Pennsylvania 1988 — 1993
BS, International Business
Jaclyn Bautista's Jefferies & Company Experience August 2008 - Present
Job
Industry Financial Services
Experience
Jefferies & Company August 2008 - Present
PwC August 2004 - July 2008
Skills
Capital Markets, Investment Banking, Hedge Funds, Financial Analysis, Alternative Investments, Due Diligence, Financial Reporting, Financial Services, Finance, Accounting, Operational Risk, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
Master of Business Administration (MBA), Accounting
Rutgers, The State University of New Jersey-Newark 2000 — 2004
Bachelor of Arts (B.A.), Economics
Jefferies & Company August 2008 - Present
PwC August 2004 - July 2008
Skills
Capital Markets, Investment Banking, Hedge Funds, Financial Analysis, Alternative Investments, Due Diligence, Financial Reporting, Financial Services, Finance, Accounting, Operational Risk, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
Master of Business Administration (MBA), Accounting
Rutgers, The State University of New Jersey-Newark 2000 — 2004
Bachelor of Arts (B.A.), Economics
Joe Henry's Jefferies & Company Experience April 2009 - August 2015
Job Vice PresidentHuman Resources, Benefits at Jefferies & Company
Industry Human Resources
Experience
Jefferies & Company April 2009 - August 2015
Deloitte 2000 - 2009
Deloitte 1993 - 2000
Deloitte 1988 - 1993
American Home Products Corp. July 1985 - February 1988
WR. Grace & Co. 1979 - 1985
Skills
Change Management, Coaching, Employee Benefits, Management, Mergers, Organizational Design, Organizational..., Performance Management, Program Management, Talent Management
Education
University of Pennsylvania - The Wharton School 1992 — 1995
CEBS, Employee Benefits
Saint Bonaventure University 1976 — 1978
Business
Jefferies & Company April 2009 - August 2015
Deloitte 2000 - 2009
Deloitte 1993 - 2000
Deloitte 1988 - 1993
American Home Products Corp. July 1985 - February 1988
WR. Grace & Co. 1979 - 1985
Skills
Change Management, Coaching, Employee Benefits, Management, Mergers, Organizational Design, Organizational..., Performance Management, Program Management, Talent Management
Education
University of Pennsylvania - The Wharton School 1992 — 1995
CEBS, Employee Benefits
Saint Bonaventure University 1976 — 1978
Business
John Dalferro's Jefferies & Company Experience August 2001 - March 2007
Job Financial Services Professional
Industry Financial Services
Experience
ING/Voya Financial September 2012 - December 2014
Wells Fargo Advantage Funds June 2010 - October 2011
Broadridge Financial January 2009 - December 2010
Sterne Agee November 2007 - June 2008
Jefferies & Company August 2001 - March 2007
Putnam Investments December 1981 - April 2001
Skills
Hedge Funds, Bloomberg, Capital Markets, Equity Research, Investments
Education
St. Edward's University
BA, History, English
ING/Voya Financial September 2012 - December 2014
Wells Fargo Advantage Funds June 2010 - October 2011
Broadridge Financial January 2009 - December 2010
Sterne Agee November 2007 - June 2008
Jefferies & Company August 2001 - March 2007
Putnam Investments December 1981 - April 2001
Skills
Hedge Funds, Bloomberg, Capital Markets, Equity Research, Investments
Education
St. Edward's University
BA, History, English
Richard Barger, CFA's Jefferies & Company Experience September 2003 - June 2007
Job Director, Investment Portfolio Manager at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank August 2014 - Present
Union Bank February 2011 - August 2014
Union Bank August 2009 - February 2011
Cohen & Company June 2007 - September 2008
Jefferies & Company September 2003 - June 2007
Four Corners Capital Management October 2001 - December 2002
ING Capital Advisors June 2000 - October 2001
AIG SunAmerica July 1993 - June 2000
Skills
Valuation, Capital Markets, Hedge Funds, Private Equity, Financial Analysis, Credit Analysis, Structured Finance, Derivatives, Banking, Finance, Leveraged Finance, Loans, Risk Management, Mezzanine, Bonds, High Yield Bonds, Emerging Markets, CMBS, CLO, Securitization, Trading
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
USC Gould School of Law 1990 — 1994
JD, Real Estate
Stanford University 1986 — 1987
MS, Geophysics
Texas A&M University 1982 — 1986
BS, Geophysics
MUFG Union Bank August 2014 - Present
Union Bank February 2011 - August 2014
Union Bank August 2009 - February 2011
Cohen & Company June 2007 - September 2008
Jefferies & Company September 2003 - June 2007
Four Corners Capital Management October 2001 - December 2002
ING Capital Advisors June 2000 - October 2001
AIG SunAmerica July 1993 - June 2000
Skills
Valuation, Capital Markets, Hedge Funds, Private Equity, Financial Analysis, Credit Analysis, Structured Finance, Derivatives, Banking, Finance, Leveraged Finance, Loans, Risk Management, Mezzanine, Bonds, High Yield Bonds, Emerging Markets, CMBS, CLO, Securitization, Trading
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
USC Gould School of Law 1990 — 1994
JD, Real Estate
Stanford University 1986 — 1987
MS, Geophysics
Texas A&M University 1982 — 1986
BS, Geophysics
Tom Hereghty's Jefferies & Company Experience March 1997 - March 2012
Job Vice President at FBR
Industry Financial Services
Experience
FBR August 2014 - Present
Lazard Capital Markets March 2012 - August 2014
Jefferies & Company March 1997 - March 2012
Skills
Prime Brokerage, Securities Lending, Series 7, Fixed Income, Series 63, Bloomberg
Education
Seton Hall University 1991 — 1995
FBR August 2014 - Present
Lazard Capital Markets March 2012 - August 2014
Jefferies & Company March 1997 - March 2012
Skills
Prime Brokerage, Securities Lending, Series 7, Fixed Income, Series 63, Bloomberg
Education
Seton Hall University 1991 — 1995
Joseph Gray's Jefferies & Company Experience May 2004 - April 2006
Job Director of Equity Trading at Suntrust Robinson Humphrey
Industry Financial Services
Experience
Suntrust Robinson Humphrey May 2006 - Present
Jefferies & Company May 2004 - April 2006
Fidelity Capital Markets September 1996 - April 2004
Education
San Diego State University-California State University 1990 — 1993
BS, Public Administration
Suntrust Robinson Humphrey May 2006 - Present
Jefferies & Company May 2004 - April 2006
Fidelity Capital Markets September 1996 - April 2004
Education
San Diego State University-California State University 1990 — 1993
BS, Public Administration
Christopher Hurd's Jefferies & Company Experience February 2012 - March 2015
Job Managing Director at Brevet Capital Management
Industry Financial Services
Experience
Brevet Capital Management March 2015 - Present
Jefferies & Company February 2012 - March 2015
MF Global November 2008 - February 2012
Hill Financial Group 1996 - 2007
Skills
Hedge Funds, Alternative Investments, Managed Futures, Fixed Income, Equities, Derivatives, Options, Electronic Trading, Fund Of Funds, Trading, Commodity, Bloomberg, Trading Systems, Structured Products, Equity Trading, Asset Management
Education
Saint Lawrence University 1981 — 1985
B.A., Economics
Brevet Capital Management March 2015 - Present
Jefferies & Company February 2012 - March 2015
MF Global November 2008 - February 2012
Hill Financial Group 1996 - 2007
Skills
Hedge Funds, Alternative Investments, Managed Futures, Fixed Income, Equities, Derivatives, Options, Electronic Trading, Fund Of Funds, Trading, Commodity, Bloomberg, Trading Systems, Structured Products, Equity Trading, Asset Management
Education
Saint Lawrence University 1981 — 1985
B.A., Economics
Ignatius Njoku's Jefferies & Company Experience October 2008 - June 2011
Job Equity Analyst
Industry Investment Banking
Experience
JMP Group September 2014 - Present
Wells Fargo Bank June 2011 - September 2014
Jefferies & Company October 2008 - June 2011
Morgan Stanley 2007 - 2008
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Rensselaer Polytechnic Institute
B.S., Computer and Systems Engineering
JMP Group September 2014 - Present
Wells Fargo Bank June 2011 - September 2014
Jefferies & Company October 2008 - June 2011
Morgan Stanley 2007 - 2008
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Rensselaer Polytechnic Institute
B.S., Computer and Systems Engineering
Egidio C. Carlino's Jefferies & Company Experience June 2011 - August 2011
Job Analyst at Credit Capital Investments
Industry Financial Services
Experience
Credit Capital Investments August 2012 - Present
Jefferies & Company June 2011 - August 2011
Northwestern Mutual May 2010 - January 2011
Skills
Bloomberg, Capital IQ, Morningstar, Bloomberg Terminal, Investments, Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Office, Fixed Income, Oil Industry, Refining, Equities, Equity Research, Macro Analysis, Economics, Analysis, Risk Management, Valuation, Management
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science, Finance and Economics
Seton Hall Preparatory School 2004 — 2008
Highschool
Credit Capital Investments August 2012 - Present
Jefferies & Company June 2011 - August 2011
Northwestern Mutual May 2010 - January 2011
Skills
Bloomberg, Capital IQ, Morningstar, Bloomberg Terminal, Investments, Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Office, Fixed Income, Oil Industry, Refining, Equities, Equity Research, Macro Analysis, Economics, Analysis, Risk Management, Valuation, Management
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science, Finance and Economics
Seton Hall Preparatory School 2004 — 2008
Highschool
Michael Shelepak's Jefferies & Company Experience 2007 - April 2012
Job Director at Societe Generale
Industry Financial Services
Experience
Newedge USA LLC October 2012 - Present
Jefferies & Company 2007 - April 2012
Credit Suisse March 2002 - March 2007
UBS November 2000 - February 2002
Paine Webber October 1996 - November 2000
PNC Bank / Midlantic Bank NA August 1991 - October 1996
Skills
Credit Risk, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark
BS, Management / Finance
Newedge USA LLC October 2012 - Present
Jefferies & Company 2007 - April 2012
Credit Suisse March 2002 - March 2007
UBS November 2000 - February 2002
Paine Webber October 1996 - November 2000
PNC Bank / Midlantic Bank NA August 1991 - October 1996
Skills
Credit Risk, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark
BS, Management / Finance
Zach Varughese's Jefferies & Company Experience August 2012 - December 2013
Job Vice President Treasury at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC December 2013 - Present
Jefferies & Company August 2012 - December 2013
Barclays Capital May 2007 - July 2012
Citigroup December 2004 - May 2007
Citigroup July 2002 - December 2004
Citigroup May 2000 - June 2002
Skills
Product Control, Alternative Investments, Financial Markets, Loans, Financial Services, Finance, Financial Reporting, Internal Audit, Bonds, Auditing
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
BA/BS, Finance/Economics
Jefferies LLC December 2013 - Present
Jefferies & Company August 2012 - December 2013
Barclays Capital May 2007 - July 2012
Citigroup December 2004 - May 2007
Citigroup July 2002 - December 2004
Citigroup May 2000 - June 2002
Skills
Product Control, Alternative Investments, Financial Markets, Loans, Financial Services, Finance, Financial Reporting, Internal Audit, Bonds, Auditing
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
BA/BS, Finance/Economics
Marina Livschitz's Jefferies & Company Experience July 2011 - Present
Job VP, IT at Jefferies
Industry Financial Services
Experience
Jefferies & Company July 2011 - Present
Prudential Financial June 2000 - June 2011
Information Builders February 1997 - June 2000
Skills
Trading Systems, Derivatives, Exchange Connectivity, Electronic Trading, Fixed Income, Equity Derivatives, Options, Databases, Financial Markets, Capital Markets, Trading, Commodity, Low Latency, Commodity Markets, Reuters, Market Data
Education
University of Nizhni Novgorod named after N.I. Lobachevsky (UNN)
MS, Computer Science, Applied Mathematics
Jefferies & Company July 2011 - Present
Prudential Financial June 2000 - June 2011
Information Builders February 1997 - June 2000
Skills
Trading Systems, Derivatives, Exchange Connectivity, Electronic Trading, Fixed Income, Equity Derivatives, Options, Databases, Financial Markets, Capital Markets, Trading, Commodity, Low Latency, Commodity Markets, Reuters, Market Data
Education
University of Nizhni Novgorod named after N.I. Lobachevsky (UNN)
MS, Computer Science, Applied Mathematics
Matt Kellen's Jefferies & Company Experience January 2007 - May 2012
Job Accountant at Man Group plc
Industry Financial Services
Experience
Man Group plc April 2014 - Present
Jefferies & Company January 2007 - May 2012
Skills
Capital Markets, Banking, Equities, Hedge Funds, Fixed Income, Valuation, Corporate Finance, Trading
Education
State University of New York College at Geneseo 1999 — 2004
BA, English
Man Group plc April 2014 - Present
Jefferies & Company January 2007 - May 2012
Skills
Capital Markets, Banking, Equities, Hedge Funds, Fixed Income, Valuation, Corporate Finance, Trading
Education
State University of New York College at Geneseo 1999 — 2004
BA, English
kazal khan's Jefferies & Company Experience June 2008 - Present
Job FIX certification expert and Senior QA Analyst at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2008 - Present
Bear Stearns/JPM November 2006 - June 2008
Bear Stearns 2006 - 2008
Banc of America Securities December 2004 - October 2006
Instinet Corporation 2000 - 2004
Priceline.com July 2000 - October 2000
Thomson Reuters June 1998 - June 2000
Skills
Business Analysis
Education
Queens College 1994 — 1996
BS, Computer Science
Jefferies & Company June 2008 - Present
Bear Stearns/JPM November 2006 - June 2008
Bear Stearns 2006 - 2008
Banc of America Securities December 2004 - October 2006
Instinet Corporation 2000 - 2004
Priceline.com July 2000 - October 2000
Thomson Reuters June 1998 - June 2000
Skills
Business Analysis
Education
Queens College 1994 — 1996
BS, Computer Science
Regine Harr's Jefferies & Company Experience September 2006 - January 2009
Job Head of Sales at Veodin
Industry Apparel & Fashion
Experience
Veodin January 2014 - Present
nelou 2009 - Present
Jefferies & Company September 2006 - January 2009
Putnam Lovell NBF September 2006 - July 2007
Lehman Brothers April 2006 - July 2006
Skills
Fashion, E-commerce, Microsoft Excel, Research, Teamwork, Finance, Valuation, Apparel, Trend, Styling, Textiles, Retail, Fashion Design, Market Research, Product Development, Entrepreneurship, Merchandising, Sourcing, Trend Analysis, Business Strategy
Education
University of California, Berkeley - School of Law 2005 — 2005
LLM, Law & Economics
Rotterdam School of Management, Erasmus University 2004 — 2005
LLM, Law & Economics
Università di Bologna 2004 — 2005
LLM, Law & Economics
Stellenbosch University/Universiteit Stellenbosch 2003 — 2004
BA, Philosphy & Economics
University of Bayreuth 2001 — 2004
BA, Philosphy & Economics
Veodin January 2014 - Present
nelou 2009 - Present
Jefferies & Company September 2006 - January 2009
Putnam Lovell NBF September 2006 - July 2007
Lehman Brothers April 2006 - July 2006
Skills
Fashion, E-commerce, Microsoft Excel, Research, Teamwork, Finance, Valuation, Apparel, Trend, Styling, Textiles, Retail, Fashion Design, Market Research, Product Development, Entrepreneurship, Merchandising, Sourcing, Trend Analysis, Business Strategy
Education
University of California, Berkeley - School of Law 2005 — 2005
LLM, Law & Economics
Rotterdam School of Management, Erasmus University 2004 — 2005
LLM, Law & Economics
Università di Bologna 2004 — 2005
LLM, Law & Economics
Stellenbosch University/Universiteit Stellenbosch 2003 — 2004
BA, Philosphy & Economics
University of Bayreuth 2001 — 2004
BA, Philosphy & Economics
Christopher Lagana's Jefferies & Company Experience 2005 - 2008
Job
Industry
Experience
Jefferies & Company 2005 - 2008
Skills
Series 7, Equities, Trading, Securities, Institutional, Investments, Series 63, Series 55
Education
Saint Anselm College 1989 — 1993
History
Jefferies & Company 2005 - 2008
Skills
Series 7, Equities, Trading, Securities, Institutional, Investments, Series 63, Series 55
Education
Saint Anselm College 1989 — 1993
History
Michael Scarpa's Jefferies & Company Experience 1999 - 2001
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase March 2007 - Present
Lehman Brothers March 2004 - March 2007
Neuberger Berman 2002 - 2004
Jefferies & Company 1999 - 2001
Bear Stearns September 1982 - March 1999
Skills
Prime Brokerage, Securities, Banking, Fixed Income, Back Office, Equities, Settlement, Middle Office, Corporate Actions, Capital Markets, Financial Services, Relationship Management, Derivatives, Bloomberg, Securities Lending, Hedge Funds, Investment Banking, Collateral Management, Series 7, Investments
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Bachelors, Business Management, International Business
JP Morgan Chase March 2007 - Present
Lehman Brothers March 2004 - March 2007
Neuberger Berman 2002 - 2004
Jefferies & Company 1999 - 2001
Bear Stearns September 1982 - March 1999
Skills
Prime Brokerage, Securities, Banking, Fixed Income, Back Office, Equities, Settlement, Middle Office, Corporate Actions, Capital Markets, Financial Services, Relationship Management, Derivatives, Bloomberg, Securities Lending, Hedge Funds, Investment Banking, Collateral Management, Series 7, Investments
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Bachelors, Business Management, International Business
James Melton's Jefferies & Company Experience April 1989 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
Quest Capital Strategies, Inc. October 2013 - May 2015
Jefferies & Company April 1989 - December 2011
Spear Securities December 1986 - April 1989
Skills
Equities, Series 7, Mergers, Principal Investing, Special Situations, Series 24, Trading, Options, Securities, Derivatives, Capital Markets, Equity Research, FINRA, Hedge Funds, Equity Trading, Electronic Trading, Trading Systems, Financial Services, Investments, Financial Markets, Alternative Investments, Bloomberg, Prime Brokerage, Proprietary Trading, Fixed Income, Trading Strategies, Series 63, Investment Banking, Equity Capital Markets, ETFs, Market Data, Equity Derivatives, Middle Office, FX Options, FX trading, Emerging Markets, Asset Management, Back Office, Investment Strategies, Private Placements, Mutual Funds, Commodity, Valuation, Structured Finance, Portfolio Management, Private Equity, Investment Advisory, ABS, Technical Analysis, Mergers & Acquisitions
Education
Santa Ana College 1983 — 1986
AA, Business Administration and Management
Esperanza High Scool 1978 — 1982
Quest Capital Strategies, Inc. October 2013 - May 2015
Jefferies & Company April 1989 - December 2011
Spear Securities December 1986 - April 1989
Skills
Equities, Series 7, Mergers, Principal Investing, Special Situations, Series 24, Trading, Options, Securities, Derivatives, Capital Markets, Equity Research, FINRA, Hedge Funds, Equity Trading, Electronic Trading, Trading Systems, Financial Services, Investments, Financial Markets, Alternative Investments, Bloomberg, Prime Brokerage, Proprietary Trading, Fixed Income, Trading Strategies, Series 63, Investment Banking, Equity Capital Markets, ETFs, Market Data, Equity Derivatives, Middle Office, FX Options, FX trading, Emerging Markets, Asset Management, Back Office, Investment Strategies, Private Placements, Mutual Funds, Commodity, Valuation, Structured Finance, Portfolio Management, Private Equity, Investment Advisory, ABS, Technical Analysis, Mergers & Acquisitions
Education
Santa Ana College 1983 — 1986
AA, Business Administration and Management
Esperanza High Scool 1978 — 1982
Robert Matos's Jefferies & Company Experience December 2012 - Present
Job Assistant Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company December 2012 - Present
Morgan Stanley November 2009 - December 2012
Citigroup August 2005 - November 2009
Skills
Derivatives
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor, Economics
Jefferies & Company December 2012 - Present
Morgan Stanley November 2009 - December 2012
Citigroup August 2005 - November 2009
Skills
Derivatives
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor, Economics
Beza Taddese's Jefferies & Company Experience June 2011 - May 2014
Job Market Analysis & Certification FIC
Industry Investment Banking
Experience
Societe Generale Corporate and Investment Banking - SGCIB May 2015 - Present
Deutsche Bank May 2014 - April 2015
Jefferies & Company June 2011 - May 2014
Alternative Investment Solutions April 2008 - April 2011
Skills
Product Control, Fixed Income, Bloomberg, Hedge Funds, MBS, Derivatives, Capital Markets, Financial Analysis, Valuation
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2007
BS, Finance
Societe Generale Corporate and Investment Banking - SGCIB May 2015 - Present
Deutsche Bank May 2014 - April 2015
Jefferies & Company June 2011 - May 2014
Alternative Investment Solutions April 2008 - April 2011
Skills
Product Control, Fixed Income, Bloomberg, Hedge Funds, MBS, Derivatives, Capital Markets, Financial Analysis, Valuation
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2007
BS, Finance
Heather Eve Grzanka's Jefferies & Company Experience March 2010 - November 2013
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase November 2013 - Present
Jefferies & Company March 2010 - November 2013
UBS Investment Bank June 2006 - February 2010
First Albany Capital 1999 - 2006
Skills
Fixed Income, Series 7, Securities, Capital Markets, Investment Banking, Derivatives, Bloomberg, Series 63, Bonds, Trading, Financial Markets, Series 53, Series 24, Series 52, Series 79, Municipal Bonds, Public Finance, Compliance, Emerging Markets, Securities Regulation
Education
Siena College
Bachelor of Science (BS), Finance, General
JPMorgan Chase November 2013 - Present
Jefferies & Company March 2010 - November 2013
UBS Investment Bank June 2006 - February 2010
First Albany Capital 1999 - 2006
Skills
Fixed Income, Series 7, Securities, Capital Markets, Investment Banking, Derivatives, Bloomberg, Series 63, Bonds, Trading, Financial Markets, Series 53, Series 24, Series 52, Series 79, Municipal Bonds, Public Finance, Compliance, Emerging Markets, Securities Regulation
Education
Siena College
Bachelor of Science (BS), Finance, General
Jessica Sinaly's Jefferies & Company Experience October 2010 - January 2015
Job Sales Associate at Jefferies & Company
Industry
Experience
Morgan Stanley January 2015 - Present
Jefferies & Company October 2010 - January 2015
Citi January 2006 - October 2010
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2005
Bachelor's degree, Finance, General
Saint Francis Preparatory 1998 — 2001
Our Lady of Hope 1987 — 1997
Morgan Stanley January 2015 - Present
Jefferies & Company October 2010 - January 2015
Citi January 2006 - October 2010
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2005
Bachelor's degree, Finance, General
Saint Francis Preparatory 1998 — 2001
Our Lady of Hope 1987 — 1997
Cole Claiborn's Jefferies & Company Experience March 2010 - August 2012
Job Associate at ORIX USA Corporation
Industry Capital Markets
Experience
ORIX USA Corporation April 2014 - Present
ORIX October 2012 - April 2014
Jefferies & Company March 2010 - August 2012
Skills
Financial Modeling, Due Diligence, Financial Analysis, Quantitative Analytics, Investments, Research, Economics, Data Analysis, Microsoft Excel, PowerPoint
Education
Southwestern University 2004 — 2008
Bachelor of Arts (B.A.), Economics
The Gunnery 2001 — 2004
High School
Lanier MS 1998 — 2000
ORIX USA Corporation April 2014 - Present
ORIX October 2012 - April 2014
Jefferies & Company March 2010 - August 2012
Skills
Financial Modeling, Due Diligence, Financial Analysis, Quantitative Analytics, Investments, Research, Economics, Data Analysis, Microsoft Excel, PowerPoint
Education
Southwestern University 2004 — 2008
Bachelor of Arts (B.A.), Economics
The Gunnery 2001 — 2004
High School
Lanier MS 1998 — 2000
William Farley's Jefferies & Company Experience July 2011 - May 2013
Job Senior Financial Analyst at Halcon Resources
Industry Oil & Energy
Experience
Halcon Resources Corporation December 2014 - Present
Halcon Resources Corporation May 2013 - November 2014
Jefferies & Company July 2011 - May 2013
Plains Exploration & Production June 2010 - August 2010
Skills
Financial Modeling, Business Valuation, Oil & Gas Industry, Valuation, Energy, Equities, Capital Markets, PowerPoint, Investment Banking, Microsoft Excel, Financial Analysis
Education
Sewanee-The University of the South 2007 — 2011
B.A., Economics, English
Halcon Resources Corporation December 2014 - Present
Halcon Resources Corporation May 2013 - November 2014
Jefferies & Company July 2011 - May 2013
Plains Exploration & Production June 2010 - August 2010
Skills
Financial Modeling, Business Valuation, Oil & Gas Industry, Valuation, Energy, Equities, Capital Markets, PowerPoint, Investment Banking, Microsoft Excel, Financial Analysis
Education
Sewanee-The University of the South 2007 — 2011
B.A., Economics, English
Susan Schmelzer's Jefferies & Company Experience February 2009 - March 2011
Job Managing Director at Raymond James | Morgan Keegan
Industry Investment Banking
Experience
Raymond James Morgan Keegan April 2012 - Present
Morgan Keegan & Company March 2011 - April 2012
Jefferies & Company February 2009 - March 2011
DEPFA First Albany September 2007 - February 2009
First Albany Capital February 2006 - September 2007
Roosevelt & Cross, Inc. May 1993 - February 2006
Education
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
BS, Quantitative Analysis
Raymond James Morgan Keegan April 2012 - Present
Morgan Keegan & Company March 2011 - April 2012
Jefferies & Company February 2009 - March 2011
DEPFA First Albany September 2007 - February 2009
First Albany Capital February 2006 - September 2007
Roosevelt & Cross, Inc. May 1993 - February 2006
Education
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
BS, Quantitative Analysis
Jack Spinks's Jefferies & Company Experience June 2011 - August 2011
Job Financial Analyst at Anadarko Petroleum
Industry Oil & Energy
Experience
Anadarko Petroleum May 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Jefferies & Company June 2011 - August 2011
University of Texas May 2010 - August 2010
Skills
Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel, Financial Analysis, PowerPoint
Education
Rice University 2008 — 2013
Bachelor of Arts, Economics, Psychology, Business Minor
Anadarko Petroleum May 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Jefferies & Company June 2011 - August 2011
University of Texas May 2010 - August 2010
Skills
Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel, Financial Analysis, PowerPoint
Education
Rice University 2008 — 2013
Bachelor of Arts, Economics, Psychology, Business Minor
Roger Hurd's Jefferies & Company Experience May 2012 - August 2012
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2013 - Present
Jefferies & Company May 2012 - August 2012
Korea Institute of Finance June 2011 - August 2011
Education
Yale University 2009 — 2013
B.A., Economics
Sogang University 2010 — 2010
Korean Language Education Center
Concord Academy 2006 — 2009
Diploma
Fenn School
Jefferies LLC July 2013 - Present
Jefferies & Company May 2012 - August 2012
Korea Institute of Finance June 2011 - August 2011
Education
Yale University 2009 — 2013
B.A., Economics
Sogang University 2010 — 2010
Korean Language Education Center
Concord Academy 2006 — 2009
Diploma
Fenn School
Kevin Mulholland's Jefferies & Company Experience bond brokerChapdelaine & Co.July 1989 - June 2002
Job Vice President global sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company bond brokerChapdelaine & Co.July 1989 - June 2002
Education
Roanoke College 1982 — 1986
BA, Urban Studies
Jefferies & Company bond brokerChapdelaine & Co.July 1989 - June 2002
Education
Roanoke College 1982 — 1986
BA, Urban Studies
Steven Morowitz's Jefferies & Company Experience 2002 - 2009
Job Director at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities November 2010 - Present
Jefferies & Company 2002 - 2009
Education
State University of New York College at Oneonta
Deutsche Bank Securities November 2010 - Present
Jefferies & Company 2002 - 2009
Education
State University of New York College at Oneonta
Brody Rollins's Jefferies & Company Experience July 2010 - Present
Job Associate at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2010 - Present
Education
Rice University
Jefferies & Company July 2010 - Present
Education
Rice University
Emily Mills's Jefferies & Company Experience September 2011 - June 2013
Job Associate at Quantum Energy Partners
Industry Oil & Energy
Experience
Quantum Energy Partners July 2013 - Present
Jefferies & Company September 2011 - June 2013
Madison Williams and Company 2010 - 2011
Education
Rice University 2005 — 2009
BS, Civil Engineering
Quantum Energy Partners July 2013 - Present
Jefferies & Company September 2011 - June 2013
Madison Williams and Company 2010 - 2011
Education
Rice University 2005 — 2009
BS, Civil Engineering
Karen Hartman's Jefferies & Company Experience 2008 - 2012
Job Executive Assistant at Evercore Partners
Industry Financial Services
Experience
Evercore Partners 2012 - Present
Jefferies & Company 2008 - 2012
J.P. Morgan June 2008 - September 2008
Bear Stearns 1993 - 2008
Skills
Windows 2010, Investment Banking, Concur, Outlook, Corporate Finance, Microsoft Excel, Bloomberg, Private Equity, Capital Markets, Financial Analysis, Securities, Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Music / Liberal Arts
Evercore Partners 2012 - Present
Jefferies & Company 2008 - 2012
J.P. Morgan June 2008 - September 2008
Bear Stearns 1993 - 2008
Skills
Windows 2010, Investment Banking, Concur, Outlook, Corporate Finance, Microsoft Excel, Bloomberg, Private Equity, Capital Markets, Financial Analysis, Securities, Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Music / Liberal Arts
Scott Silverglate's Jefferies & Company Experience December 2012 - October 2013
Job VP at Goldman Sachs, TMT
Industry Investment Banking
Experience
Goldman Sachs October 2013 - Present
Jefferies & Company December 2012 - October 2013
Jefferies & Company January 2010 - November 2012
Jefferies & Company June 2006 - December 2009
Accenture January 2005 - May 2006
Jefferies Broadview July 2002 - January 2005
Skills
Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Private Equity, Capital Markets, Corporate Development, Venture Capital, Corporate Finance, IPO, Due Diligence, Acquisitions, Mergers
Education
Stanford University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Goldman Sachs October 2013 - Present
Jefferies & Company December 2012 - October 2013
Jefferies & Company January 2010 - November 2012
Jefferies & Company June 2006 - December 2009
Accenture January 2005 - May 2006
Jefferies Broadview July 2002 - January 2005
Skills
Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Private Equity, Capital Markets, Corporate Development, Venture Capital, Corporate Finance, IPO, Due Diligence, Acquisitions, Mergers
Education
Stanford University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Rosendo Jr Cruz's Jefferies & Company Experience December 2008 - Present
Job Assitant VicePresident at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company December 2008 - Present
Broadridge 2007 - 2008
HSBC Securities May 1996 - December 2006
Republic NY Securities 1992 - 1998
Securities Settlements Corp February 1988 - May 1991
Drexel Burnham Lambert 1980 - 1988
Skills
Equities, Fixed Income, Investment Banking, Hedge Funds, Securities, Capital Markets, Bloomberg, Prime Brokerage, Derivatives, Back Office, Securities Lending, Trading Systems, Financial Services, Middle Office, Trading, Options, Series 7, Bonds
Education
Ranger College 1978 — 1980
Accounting
Canarsie High School 1974 — 1978
Academic
Jefferies & Company December 2008 - Present
Broadridge 2007 - 2008
HSBC Securities May 1996 - December 2006
Republic NY Securities 1992 - 1998
Securities Settlements Corp February 1988 - May 1991
Drexel Burnham Lambert 1980 - 1988
Skills
Equities, Fixed Income, Investment Banking, Hedge Funds, Securities, Capital Markets, Bloomberg, Prime Brokerage, Derivatives, Back Office, Securities Lending, Trading Systems, Financial Services, Middle Office, Trading, Options, Series 7, Bonds
Education
Ranger College 1978 — 1980
Accounting
Canarsie High School 1974 — 1978
Academic
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS