Jefferies & Company
Industry: Investment banking company
DescriptionJefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management. CEO: Richard B. Handler (3 Oct 2000–) Revenue: 3.2 billion USD (11/30/17) Headquarters: New York City, New York, United States Number of employees: 3,885 Parent organization: Jefferies Financial Group Subsidiaries: Jefferies India Private Limited,
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Jefferies & Company Employees
Employee
Years
Job
Industry
Kinsey Schimsk Kinsey Schimsk's Jefferies & Company Experience July 2010 - March 2012
Job Senior Consultant, Customer Enablement at PROS
Industry Computer Software
Experience
PROS January 2015 - Present
PROS January 2014 - January 2015
PROS March 2012 - January 2014
Jefferies & Company July 2010 - March 2012
Chicago Trading Company July 2008 - July 2009
Lehman Brothers May 2007 - July 2007
Austin Capital Management May 2006 - December 2006
Skills
Consulting, Analysis, Financial Modeling, Valuation, Due Diligence, Microsoft Excel, Finance, Project Management, Competitive Analysis, Microsoft Word, Public Speaking, Options, Research, SQL, XML, Databases, Microsoft SQL Server, Software Implementation, Agile Methodologies, Leadership, Investment Banking, PowerPoint, Project Planning, Market Analysis, Marketing, Data Analysis, Analysis Services, MDX, Technical Solution..., Pricing Strategy, Pricing Analysis, Pricing Optimization, Performance Tuning, KPI Dashboards, KPI Reports, Change Management, Price Lists, Contract Management, Presentations, Project Leadership, Visio, Access, Trading, Bloomberg, Equities, Software Project..., Solutions Design, IT Solutions, T-SQL
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.), 3.9
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
BBA, Finance, Business Honors, 4.0
The University of Texas at Austin 2003 — 2008
BA, Plan II, 4.0
PROS January 2015 - Present
PROS January 2014 - January 2015
PROS March 2012 - January 2014
Jefferies & Company July 2010 - March 2012
Chicago Trading Company July 2008 - July 2009
Lehman Brothers May 2007 - July 2007
Austin Capital Management May 2006 - December 2006
Skills
Consulting, Analysis, Financial Modeling, Valuation, Due Diligence, Microsoft Excel, Finance, Project Management, Competitive Analysis, Microsoft Word, Public Speaking, Options, Research, SQL, XML, Databases, Microsoft SQL Server, Software Implementation, Agile Methodologies, Leadership, Investment Banking, PowerPoint, Project Planning, Market Analysis, Marketing, Data Analysis, Analysis Services, MDX, Technical Solution..., Pricing Strategy, Pricing Analysis, Pricing Optimization, Performance Tuning, KPI Dashboards, KPI Reports, Change Management, Price Lists, Contract Management, Presentations, Project Leadership, Visio, Access, Trading, Bloomberg, Equities, Software Project..., Solutions Design, IT Solutions, T-SQL
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.), 3.9
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
BBA, Finance, Business Honors, 4.0
The University of Texas at Austin 2003 — 2008
BA, Plan II, 4.0
Joyce Thomas Joyce Thomas's Jefferies & Company Experience September 2010 - 2012
Job Investor Relations and Finance
Industry Gambling & Casinos
Experience
Caesars Entertainment Corporation January 2014 - Present
Station Casinos December 2012 - November 2013
Jefferies & Company September 2010 - 2012
UBS Investment Bank August 2009 - September 2010
Bank of America August 2004 - August 2007
Tricon Energy May 2003 - August 2004
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Capital Markets, DCF, Fixed Income, Corporate Development, M&A experience, Mergers & Acquisitions, Investor Relations, LBO, Finance, Competitive Analysis, Strategy
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance
University of Melbourne - Melbourne Business School 2008 — 2008
The University of Texas at Austin 1999 — 2003
BBA, Finance
Dulles 1995 — 1999
Caesars Entertainment Corporation January 2014 - Present
Station Casinos December 2012 - November 2013
Jefferies & Company September 2010 - 2012
UBS Investment Bank August 2009 - September 2010
Bank of America August 2004 - August 2007
Tricon Energy May 2003 - August 2004
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Capital Markets, DCF, Fixed Income, Corporate Development, M&A experience, Mergers & Acquisitions, Investor Relations, LBO, Finance, Competitive Analysis, Strategy
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance
University of Melbourne - Melbourne Business School 2008 — 2008
The University of Texas at Austin 1999 — 2003
BBA, Finance
Dulles 1995 — 1999
Drew Sutton's Jefferies & Company Experience July 2010 - June 2012
Job MBA Candidate at Chicago Booth
Industry Real Estate
Experience
Lennar Multifamily Communities June 2015 - August 2015
Daly Seven Inc. June 2014 - August 2014
Summit Park, LLC August 2012 - May 2014
Jefferies & Company July 2010 - June 2012
Jefferies & Company June 2009 - August 2009
Scott & Stringfellow June 2008 - July 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Capital IQ, LBO, Investment Banking, Private Equity, Bloomberg, Capital Markets, DCF, Due Diligence, Business Valuation, Financial Analysis, Equities, M&A experience
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2006 — 2010
Bachelor of Science, Commerce
Durham Academy 2002 — 2006
Lennar Multifamily Communities June 2015 - August 2015
Daly Seven Inc. June 2014 - August 2014
Summit Park, LLC August 2012 - May 2014
Jefferies & Company July 2010 - June 2012
Jefferies & Company June 2009 - August 2009
Scott & Stringfellow June 2008 - July 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Capital IQ, LBO, Investment Banking, Private Equity, Bloomberg, Capital Markets, DCF, Due Diligence, Business Valuation, Financial Analysis, Equities, M&A experience
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2006 — 2010
Bachelor of Science, Commerce
Durham Academy 2002 — 2006
Richard DiDonato Richard DiDonato's Jefferies & Company Experience July 2007 - March 2013
Job Managing Director at Citizens Bank
Industry Banking
Experience
Citizens Bank 2013 - Present
Jefferies & Company July 2007 - March 2013
Wachovia Securities May 1998 - June 2007
Skills
Capital Markets, Fixed Income, Valuation, Corporate Finance, Hedge Funds, Private Equity, Leveraged Finance, Marketing
Education
The University of Chicago - Booth School of Business 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Notre Dame 1984 — 1988
Bachelor of Arts (B.A.), Economics
Citizens Bank 2013 - Present
Jefferies & Company July 2007 - March 2013
Wachovia Securities May 1998 - June 2007
Skills
Capital Markets, Fixed Income, Valuation, Corporate Finance, Hedge Funds, Private Equity, Leveraged Finance, Marketing
Education
The University of Chicago - Booth School of Business 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Notre Dame 1984 — 1988
Bachelor of Arts (B.A.), Economics
John R Pruser's Jefferies & Company Experience 2011 - 2012
Job Business Development at Orion Pipeline
Industry Oil & Energy
Experience
Orion Pipeline May 2013 - Present
Jefferies & Company 2011 - 2012
Deutsche Bank June 2005 - April 2011
Lehman Brothers 1996 - 2002
Merrill Lynch 1989 - 1996
Skills
Sales, Sales Management, Consultative Sales..., Corporate Finance, Portfolio Management, Agribusiness, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Residential Mortgages, Commercial Mortgages, ABS
Education
Texas Lutheran 1981 — 1985
Bachelor of Arts (B.A.), Finance
Orion Pipeline May 2013 - Present
Jefferies & Company 2011 - 2012
Deutsche Bank June 2005 - April 2011
Lehman Brothers 1996 - 2002
Merrill Lynch 1989 - 1996
Skills
Sales, Sales Management, Consultative Sales..., Corporate Finance, Portfolio Management, Agribusiness, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Residential Mortgages, Commercial Mortgages, ABS
Education
Texas Lutheran 1981 — 1985
Bachelor of Arts (B.A.), Finance
Kate Blanton Kate Blanton's Jefferies & Company Experience May 2013 - Present
Job Equity Research Associate at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2013 - Present
CLSA October 2011 - April 2013
Gleacher & Company January 2011 - August 2011
Tufts University September 2008 - February 2011
ZOLL Medical Corporation June 2007 - August 2007
Skills
Series 7, 63, 86 and 87..., Bloomberg, Lifesciences, Financial Modeling, Financial Analysis, Due Diligence, Equities, Equity Research, Research, Data Analysis, Valuation
Education
Tufts University 2008 — 2010
M.S., Biomedical Engineering
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program, Highly selective program that provided strong introduction to accounting, corporate finance, financi
Trinity College-Hartford 2004 — 2008
B.S., Engineering (Biomedical Concentration)
Middlesex School 2000 — 2004
H.S. Diploma
Jefferies & Company May 2013 - Present
CLSA October 2011 - April 2013
Gleacher & Company January 2011 - August 2011
Tufts University September 2008 - February 2011
ZOLL Medical Corporation June 2007 - August 2007
Skills
Series 7, 63, 86 and 87..., Bloomberg, Lifesciences, Financial Modeling, Financial Analysis, Due Diligence, Equities, Equity Research, Research, Data Analysis, Valuation
Education
Tufts University 2008 — 2010
M.S., Biomedical Engineering
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program, Highly selective program that provided strong introduction to accounting, corporate finance, financi
Trinity College-Hartford 2004 — 2008
B.S., Engineering (Biomedical Concentration)
Middlesex School 2000 — 2004
H.S. Diploma
Sevy Kraner Sevy Kraner's Jefferies & Company Experience 2004 - 2006
Job Biohealth strategy, JobsOhio
Industry Hospital & Health Care
Experience
JobsOhio April 2015 - Present
Cardinal Health March 2010 - March 2015
Forest Laboratories January 2007 - March 2010
MERRILL LYNCH & COMPANY 2006 - 2007
Jefferies & Company 2004 - 2006
Skills
Financial Analysis, Financial Modeling, Program Development, Budgeting, Social Media Marketing, Microsoft Office, Excel, Strategic Planning, Strategic Thinking, Collaboration, Team Leadership, Forecasting, Business Strategy, Marketing, Valuation, Healthcare, Analytics, Marketing Strategy, Healthcare Industry, Corporate Finance, Investment Banking, Mergers, Recruiting, New Business Development, Managed Care
Education
Vanderbilt University 2000 — 2004
Bachelor of Arts, Economics
The University of Queensland 2002 — 2003
Economics and Finance
JobsOhio April 2015 - Present
Cardinal Health March 2010 - March 2015
Forest Laboratories January 2007 - March 2010
MERRILL LYNCH & COMPANY 2006 - 2007
Jefferies & Company 2004 - 2006
Skills
Financial Analysis, Financial Modeling, Program Development, Budgeting, Social Media Marketing, Microsoft Office, Excel, Strategic Planning, Strategic Thinking, Collaboration, Team Leadership, Forecasting, Business Strategy, Marketing, Valuation, Healthcare, Analytics, Marketing Strategy, Healthcare Industry, Corporate Finance, Investment Banking, Mergers, Recruiting, New Business Development, Managed Care
Education
Vanderbilt University 2000 — 2004
Bachelor of Arts, Economics
The University of Queensland 2002 — 2003
Economics and Finance
Christopher Dowd Christopher Dowd's Jefferies & Company Experience June 2012 - May 2014
Job Associate at Arden Asset Management
Industry Investment Management
Experience
Arden Asset Management May 2014 - Present
Jefferies & Company June 2012 - May 2014
Orange Value Fund May 2010 - May 2012
Goldman Sachs June 2011 - August 2011
UBS Financial Services May 2007 - September 2007
Skills
FX, Fixed Income, Bloomberg, Derivatives, Equities, Equity Research, Hedge Funds, FX Options, Bloomberg Terminal, Investment Banking, Investments, Portfolio Management, Finance, Asset Management, Financial Modeling, Mutual Funds, Microsoft Office
Education
Syracuse University
Bachelor's Degree, Finance & Accounting, 3.74
Arden Asset Management May 2014 - Present
Jefferies & Company June 2012 - May 2014
Orange Value Fund May 2010 - May 2012
Goldman Sachs June 2011 - August 2011
UBS Financial Services May 2007 - September 2007
Skills
FX, Fixed Income, Bloomberg, Derivatives, Equities, Equity Research, Hedge Funds, FX Options, Bloomberg Terminal, Investment Banking, Investments, Portfolio Management, Finance, Asset Management, Financial Modeling, Mutual Funds, Microsoft Office
Education
Syracuse University
Bachelor's Degree, Finance & Accounting, 3.74
William Dace's Jefferies & Company Experience May 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
TCU Educational Investment Fund August 2013 - May 2014
Jefferies & Company May 2013 - August 2013
TCU Leaps January 2012 - December 2012
Chesapeake Energy May 2012 - August 2012
Texas Rangers Foundation January 2012 - April 2012
Skills
Microsoft Excel, Economics, Microsoft Office, Microsoft Word, Accounting, Teamwork, Finance, Academic Achievement, Team Leadership, Public Speaking, Analysis, Nonprofits
Education
Texas Christian University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Honors in Finance and Accounting
Goldman Sachs July 2014 - Present
TCU Educational Investment Fund August 2013 - May 2014
Jefferies & Company May 2013 - August 2013
TCU Leaps January 2012 - December 2012
Chesapeake Energy May 2012 - August 2012
Texas Rangers Foundation January 2012 - April 2012
Skills
Microsoft Excel, Economics, Microsoft Office, Microsoft Word, Accounting, Teamwork, Finance, Academic Achievement, Team Leadership, Public Speaking, Analysis, Nonprofits
Education
Texas Christian University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Honors in Finance and Accounting
Rachel Kerzer Rachel Kerzer's Jefferies & Company Experience July 2013 - July 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Jefferies & Company July 2013 - July 2015
Jefferies & Company May 2012 - August 2012
Cadwalader, Wickersham & Taft LLP May 2011 - September 2011
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts, Economic History
The Chinese University of Hong Kong 2011 — 2011
IASP Exchange Program
The Lincoln School 2005 — 2009
Goldman Sachs July 2015 - Present
Jefferies & Company July 2013 - July 2015
Jefferies & Company May 2012 - August 2012
Cadwalader, Wickersham & Taft LLP May 2011 - September 2011
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts, Economic History
The Chinese University of Hong Kong 2011 — 2011
IASP Exchange Program
The Lincoln School 2005 — 2009
Harrison Little Harrison Little's Jefferies & Company Experience July 2011 - September 2012
Job MBA Candidate
Industry Higher Education
Experience
Kayne Anderson Capital Advisors September 2012 - June 2015
Jefferies & Company July 2011 - September 2012
Deutsche Bank June 2010 - August 2010
University of Texas at Austin September 2008 - June 2010
Skills
Financial Analysis, Corporate Finance, Equities, Financial Modeling, Mergers & Acquisitions, Valuation, Mergers, Investment Banking
Education
The University of Chicago Booth School of Business 2015 — 2017
The University of Texas at Austin 2007 — 2011
Plan 2 Honors
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Business Honors, Plan 2
Kayne Anderson Capital Advisors September 2012 - June 2015
Jefferies & Company July 2011 - September 2012
Deutsche Bank June 2010 - August 2010
University of Texas at Austin September 2008 - June 2010
Skills
Financial Analysis, Corporate Finance, Equities, Financial Modeling, Mergers & Acquisitions, Valuation, Mergers, Investment Banking
Education
The University of Chicago Booth School of Business 2015 — 2017
The University of Texas at Austin 2007 — 2011
Plan 2 Honors
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Business Honors, Plan 2
Donald Sohn, CFA Donald Sohn, CFA's Jefferies & Company Experience 2004 - 2006
Job Director of Finance at yikes
Industry Financial Services
Experience
yikes April 2015 - Present
Booz Allen Hamilton January 2012 - March 2015
Gelber Group LLC March 2010 - October 2011
Credit Suisse 2006 - 2008
Jefferies & Company 2004 - 2006
AT&T 2002 - 2004
Skills
Chartered Financial..., Financial Modeling, Valuation, Fixed Income, Equities, Capital Markets, Derivatives, Corporate Finance, Bloomberg, Financial Analysis, Strategy, Trading, Portfolio Management, Management, Investment Banking, Mergers & Acquisitions
Education
University of Pennsylvania 1998 — 2002
BA, Economics
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
yikes April 2015 - Present
Booz Allen Hamilton January 2012 - March 2015
Gelber Group LLC March 2010 - October 2011
Credit Suisse 2006 - 2008
Jefferies & Company 2004 - 2006
AT&T 2002 - 2004
Skills
Chartered Financial..., Financial Modeling, Valuation, Fixed Income, Equities, Capital Markets, Derivatives, Corporate Finance, Bloomberg, Financial Analysis, Strategy, Trading, Portfolio Management, Management, Investment Banking, Mergers & Acquisitions
Education
University of Pennsylvania 1998 — 2002
BA, Economics
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Leon Szlezinger Leon Szlezinger's Jefferies & Company Experience January 2009 - Present
Job Managing Director & Group CoHead at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company January 2009 - Present
Mesirow Financial Consulting September 2004 - January 2009
KPMG US September 2001 - September 2004
PwC August 1987 - September 2001
Skills
Investment Banking, Valuation, Corporate Finance, Leveraged Finance, Financial Structuring
Education
The University of Manchester 1984 — 1987
Bachelor's degree, Economics
Jefferies & Company January 2009 - Present
Mesirow Financial Consulting September 2004 - January 2009
KPMG US September 2001 - September 2004
PwC August 1987 - September 2001
Skills
Investment Banking, Valuation, Corporate Finance, Leveraged Finance, Financial Structuring
Education
The University of Manchester 1984 — 1987
Bachelor's degree, Economics
Mitchell Van Hoef Mitchell Van Hoef's Jefferies & Company Experience July 2012 - June 2014
Job Private Equity Associate at Rockland Capital, LLC
Industry Financial Services
Experience
Rockland Capital, LLC July 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
American Gas Association June 2011 - August 2011
Skills
Bloomberg, Energy, Financial Modeling, Investment Banking, Valuation, Capital IQ, Corporate Finance, Team Leadership, Financial Analysis, Social Media, Academic Achievement, Public Speaking
Education
Texas Christian University 2008 — 2012
BA, Finance & Accounting
Rockland Capital, LLC July 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
American Gas Association June 2011 - August 2011
Skills
Bloomberg, Energy, Financial Modeling, Investment Banking, Valuation, Capital IQ, Corporate Finance, Team Leadership, Financial Analysis, Social Media, Academic Achievement, Public Speaking
Education
Texas Christian University 2008 — 2012
BA, Finance & Accounting
Ryan Engel Ryan Engel's Jefferies & Company Experience June 2011 - August 2011
Job Director of Business Development & Real Estate at Peloton
Industry Retail
Experience
Peloton June 2013 - Present
Mobile Moments April 2012 - Present
Variety Worldwide October 2012 - June 2013
Jefferies & Company June 2011 - August 2011
Wesley Capital Management June 2010 - August 2010
MBF Clearing Corp. June 2007 - August 2007
MBF Clearing Corp. June 2006 - August 2006
Skills
Business Development, Entrepreneurship, Leadership, Project Planning, Strategic Partnerships, Team Management, Social Media, Branding & Identity, Start-ups, Strategy, Financial Modeling, Retail
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (BA), History, Dean's List 2010-2012, Magna cum laude
Tel Aviv University 2010 — 2011
Riverdale Country School 1995 — 2008
Peloton June 2013 - Present
Mobile Moments April 2012 - Present
Variety Worldwide October 2012 - June 2013
Jefferies & Company June 2011 - August 2011
Wesley Capital Management June 2010 - August 2010
MBF Clearing Corp. June 2007 - August 2007
MBF Clearing Corp. June 2006 - August 2006
Skills
Business Development, Entrepreneurship, Leadership, Project Planning, Strategic Partnerships, Team Management, Social Media, Branding & Identity, Start-ups, Strategy, Financial Modeling, Retail
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (BA), History, Dean's List 2010-2012, Magna cum laude
Tel Aviv University 2010 — 2011
Riverdale Country School 1995 — 2008
Andrew Shear's Jefferies & Company Experience July 2012 - December 2013
Job Private Equity Associate at Atlantic Street Capital
Industry Venture Capital & Private Equity
Experience
Atlantic Street Capital January 2014 - Present
Jefferies & Company July 2012 - December 2013
Barclays Capital June 2011 - August 2011
Bryant Park Capital January 2011 - May 2011
Chrystal Capital Partners LLP June 2010 - August 2010
Skills
Equities, Bloomberg, Finance, Valuation, Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Financial Modeling, Private Equity, Due Diligence, Mergers
Education
Villanova University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
London School of Economics and Political Science
Atlantic Street Capital January 2014 - Present
Jefferies & Company July 2012 - December 2013
Barclays Capital June 2011 - August 2011
Bryant Park Capital January 2011 - May 2011
Chrystal Capital Partners LLP June 2010 - August 2010
Skills
Equities, Bloomberg, Finance, Valuation, Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Financial Modeling, Private Equity, Due Diligence, Mergers
Education
Villanova University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
London School of Economics and Political Science
Christopher Petrini's Jefferies & Company Experience June 2009 - August 2009
Job
Industry Financial Services
Experience
CI Capital Partners July 2014 - Present
Blue Sage Capital September 2011 - June 2014
Houlihan Lokey July 2010 - August 2011
Jefferies & Company June 2009 - August 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA, Finance, Business Honors Program
The Hong Kong University of Science and Technology
CI Capital Partners July 2014 - Present
Blue Sage Capital September 2011 - June 2014
Houlihan Lokey July 2010 - August 2011
Jefferies & Company June 2009 - August 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA, Finance, Business Honors Program
The Hong Kong University of Science and Technology
Evan Kaufman Evan Kaufman's Jefferies & Company Experience May 2011 - August 2011
Job Associate at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners July 2014 - Present
Lazard Fréres & Co. June 2012 - June 2014
Jefferies & Company May 2011 - August 2011
The White House January 2011 - May 2011
Skills
Bloomberg, Research, Capital IQ, Data Analysis, Teamwork, Client Liaison, Financial Modeling, Valuation, Factset, Mergers & Acquisitions, Financial Analysis
Education
Kelley School of Business - Indiana University
B.Sc (Hons) in Business
London School of Economics and Political Science
Summer
University of Oxford
Summer
Summit Partners July 2014 - Present
Lazard Fréres & Co. June 2012 - June 2014
Jefferies & Company May 2011 - August 2011
The White House January 2011 - May 2011
Skills
Bloomberg, Research, Capital IQ, Data Analysis, Teamwork, Client Liaison, Financial Modeling, Valuation, Factset, Mergers & Acquisitions, Financial Analysis
Education
Kelley School of Business - Indiana University
B.Sc (Hons) in Business
London School of Economics and Political Science
Summer
University of Oxford
Summer
Patrick Healy Patrick Healy's Jefferies & Company Experience September 2011 - May 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Deutsche Bank June 2013 - August 2013
Milestone Labs May 2012 - June 2012
Jefferies & Company September 2011 - May 2012
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 2012 — 2012
Corporate Strategy
New Trier Township High School 2006 — 2010
Deutsche Bank July 2014 - Present
Deutsche Bank June 2013 - August 2013
Milestone Labs May 2012 - June 2012
Jefferies & Company September 2011 - May 2012
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 2012 — 2012
Corporate Strategy
New Trier Township High School 2006 — 2010
Akshata Sukhathankar Akshata Sukhathankar's Jefferies & Company Experience September 2011 - June 2012
Job Finance Professional
Industry Financial Services
Experience
Deutsche Bank June 2014 - Present
Bank of America Merrill Lynch August 2012 - March 2013
Jefferies & Company September 2011 - June 2012
Nomura Securities October 2008 - February 2011
Lehman Brothers April 2007 - September 2008
Citigroup April 2006 - July 2006
CRISIL, A Standard & Poor's Company March 2004 - March 2006
Skills
Capital Markets, Investment Banking, Derivatives, Equities, Credit, Financial Services, Accounting, Fixed Income, Valuation, Portfolio Management, Business Analysis, Bloomberg, Financial Analysis, Financial Markets
Education
The Chartered Institute of Management Accountants 2013 — 2013
Advanced Diploma in Management Accounting, (Accounting, Finance, Project Management)
ICFAI 2008 — 2009
MBA, Finance
University of Mumbai 2004 — 2006
Mcom, Accounting
The Institute of Chartered Accountants of India 2002 — 2004
Inter CA (PE II), Accounting, Audit, Taxation, Costing
Narsee Monjee College of Commerce & Economics 1997 — 2002
Bcom, Commerce
Seth C D Barfiwala High School 1985 — 1997
SSC
Deutsche Bank June 2014 - Present
Bank of America Merrill Lynch August 2012 - March 2013
Jefferies & Company September 2011 - June 2012
Nomura Securities October 2008 - February 2011
Lehman Brothers April 2007 - September 2008
Citigroup April 2006 - July 2006
CRISIL, A Standard & Poor's Company March 2004 - March 2006
Skills
Capital Markets, Investment Banking, Derivatives, Equities, Credit, Financial Services, Accounting, Fixed Income, Valuation, Portfolio Management, Business Analysis, Bloomberg, Financial Analysis, Financial Markets
Education
The Chartered Institute of Management Accountants 2013 — 2013
Advanced Diploma in Management Accounting, (Accounting, Finance, Project Management)
ICFAI 2008 — 2009
MBA, Finance
University of Mumbai 2004 — 2006
Mcom, Accounting
The Institute of Chartered Accountants of India 2002 — 2004
Inter CA (PE II), Accounting, Audit, Taxation, Costing
Narsee Monjee College of Commerce & Economics 1997 — 2002
Bcom, Commerce
Seth C D Barfiwala High School 1985 — 1997
SSC
Wellington Luna Wellington Luna's Jefferies & Company Experience November 2011 - December 2011
Job Senior Desktop Support Engineer at Oak Hill Advisors, L.P.
Industry Financial Services
Experience
Oak Hill Advisors, L.P. January 2015 - Present
Guggenheim Partners September 2014 - January 2015
Nordea Asset Management March 2012 - September 2014
Jefferies & Company November 2011 - December 2011
Capital Group May 2006 - December 2010
Oliver Wyman September 2004 - December 2005
BlackRock July 2001 - March 2004
Skills
Imaging Systems, Blackberry Enterprise..., Windows 7, Computer Repair, Software Installation, Software Training, Software Project..., Remote Support, Software Distribution, Video Conferencing, IP telephony, TCP/IP, network support, Bloomberg Terminal, Reuters, Capital IQ, Factset, Project Planning, Project Coordination, Project Implementation, Research, Documentation, Lotus Notes, Novell Netware, Active Directory, HTML, IT - busines liason, Hands-on Training, Help Desk Support, Information Technology, Network Administration, Remote Desktop, Software Documentation, Telephony, VPN, Imaging Science, Servers
Education
SUNY Polytechnic Institute 1998 — 2000
Bachelors, Computer Information Systems
Oak Hill Advisors, L.P. January 2015 - Present
Guggenheim Partners September 2014 - January 2015
Nordea Asset Management March 2012 - September 2014
Jefferies & Company November 2011 - December 2011
Capital Group May 2006 - December 2010
Oliver Wyman September 2004 - December 2005
BlackRock July 2001 - March 2004
Skills
Imaging Systems, Blackberry Enterprise..., Windows 7, Computer Repair, Software Installation, Software Training, Software Project..., Remote Support, Software Distribution, Video Conferencing, IP telephony, TCP/IP, network support, Bloomberg Terminal, Reuters, Capital IQ, Factset, Project Planning, Project Coordination, Project Implementation, Research, Documentation, Lotus Notes, Novell Netware, Active Directory, HTML, IT - busines liason, Hands-on Training, Help Desk Support, Information Technology, Network Administration, Remote Desktop, Software Documentation, Telephony, VPN, Imaging Science, Servers
Education
SUNY Polytechnic Institute 1998 — 2000
Bachelors, Computer Information Systems
Chu Chan Chin's Jefferies & Company Experience October 2011 - Present
Job Help Desk Agent at Jefferies & Company
Industry Information Technology and Services
Experience
Jefferies & Company October 2011 - Present
Banana Republic January 2009 - December 2012
ASI System Integration September 2011 - October 2011
Comp2Kids May 2011 - July 2011
Banana Republic March 2006 - March 2008
Skills
Troubleshooting, XP, Technical Support, Software Installation, Hardware, Windows, Customer Service, Laptops, Microsoft Office, Help Desk Support, Management, Printers, Windows Vista, Customer Satisfaction, Sales, Visual Basic, Time Management, Windows 7, Outlook, Marketing
Education
Per Scholas Institute for Technology 2011 — 2011
Information Technology
Stony Brook University
Bachelor of Arts, Economics
Jefferies & Company October 2011 - Present
Banana Republic January 2009 - December 2012
ASI System Integration September 2011 - October 2011
Comp2Kids May 2011 - July 2011
Banana Republic March 2006 - March 2008
Skills
Troubleshooting, XP, Technical Support, Software Installation, Hardware, Windows, Customer Service, Laptops, Microsoft Office, Help Desk Support, Management, Printers, Windows Vista, Customer Satisfaction, Sales, Visual Basic, Time Management, Windows 7, Outlook, Marketing
Education
Per Scholas Institute for Technology 2011 — 2011
Information Technology
Stony Brook University
Bachelor of Arts, Economics
Gordon Morse Gordon Morse's Jefferies & Company Experience July 2006 - April 2008
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. July 2008 - Present
Raymond James 2008 - Present
Jefferies & Company July 2006 - April 2008
Bear Stearns August 1995 - April 2006
Education
The Ohio State University 1980 — 1984
BA, English
Raymond James & Associates, Inc. July 2008 - Present
Raymond James 2008 - Present
Jefferies & Company July 2006 - April 2008
Bear Stearns August 1995 - April 2006
Education
The Ohio State University 1980 — 1984
BA, English
Jonathan Steinberg Jonathan Steinberg's Jefferies & Company Experience March 2008 - October 2014
Job Senior Engineer at Lab49
Industry Computer Software
Experience
Lab49 October 2014 - Present
Jefferies & Company March 2008 - October 2014
Banc of America Securities March 2005 - March 2008
Bertholon Rowland October 1999 - March 2005
Citibank 1996 - 1999
Skills
C#, SQL Server, OOP, Microsoft SQL Server, ASP.NET, JavaScript, Agile Methodologies, Visual Basic, WPF
Education
The Johns Hopkins University 1995 — 1997
MS, Computer Science
Ner Israel Rabbinical College 1991 — 1995
BA, Talmudic Law and Ethics
Lab49 October 2014 - Present
Jefferies & Company March 2008 - October 2014
Banc of America Securities March 2005 - March 2008
Bertholon Rowland October 1999 - March 2005
Citibank 1996 - 1999
Skills
C#, SQL Server, OOP, Microsoft SQL Server, ASP.NET, JavaScript, Agile Methodologies, Visual Basic, WPF
Education
The Johns Hopkins University 1995 — 1997
MS, Computer Science
Ner Israel Rabbinical College 1991 — 1995
BA, Talmudic Law and Ethics
Bruno Salas Bruno Salas's Jefferies & Company Experience August 2011 - Present
Job Latin America Investment Banking Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies & Company August 2011 - Present
Standard Chartered Bank June 2010 - August 2010
Banco de Credito del Peru November 2005 - July 2009
Banco de Credito del Peru July 2004 - November 2005
Banco de Credito del Peru September 2002 - July 2004
Skills
Project Finance, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Portfolio Management, Financial Analysis
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration, Finance and Accounting Concentrations
Universidad del Pacífico (PE) 1997 — 2002
Bachelor, Business Administration
Jefferies & Company August 2011 - Present
Standard Chartered Bank June 2010 - August 2010
Banco de Credito del Peru November 2005 - July 2009
Banco de Credito del Peru July 2004 - November 2005
Banco de Credito del Peru September 2002 - July 2004
Skills
Project Finance, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Portfolio Management, Financial Analysis
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration, Finance and Accounting Concentrations
Universidad del Pacífico (PE) 1997 — 2002
Bachelor, Business Administration
Ido Zairi Ido Zairi's Jefferies & Company Experience May 2005 - August 2009
Job General Partner at Israel Biotech Fund
Industry Biotechnology
Experience
Israel Biotech Fund December 2014 - Present
Mendham Investment Group October 2011 - Present
Mendham Strategic Group August 2009 - November 2014
Jefferies & Company May 2005 - August 2009
Knight Trading Group January 2003 - May 2005
Arbitrade/Knight Financial Products June 1999 - January 2003
ARBITRADE December 1997 - June 1999
Skills
Equities, Derivatives, Mergers & Acquisitions, Portfolio Management, Valuation, Equity Derivatives, Market Risk, Financial Risk, Options, Investments, Risk Management, Asset Management, Securities, Commodity, Capital Markets
Education
The Hebrew University 1994 — 1997
BA, Economics
Other
Series 7
Israel Biotech Fund December 2014 - Present
Mendham Investment Group October 2011 - Present
Mendham Strategic Group August 2009 - November 2014
Jefferies & Company May 2005 - August 2009
Knight Trading Group January 2003 - May 2005
Arbitrade/Knight Financial Products June 1999 - January 2003
ARBITRADE December 1997 - June 1999
Skills
Equities, Derivatives, Mergers & Acquisitions, Portfolio Management, Valuation, Equity Derivatives, Market Risk, Financial Risk, Options, Investments, Risk Management, Asset Management, Securities, Commodity, Capital Markets
Education
The Hebrew University 1994 — 1997
BA, Economics
Other
Series 7
Michael Boshnack's Jefferies & Company Experience November 2010 - September 2014
Job Independent Contractor at KnackIT Corp
Industry Information Technology and Services
Experience
KnackIT Corp September 2014 - Present
Jefferies & Company November 2010 - September 2014
ALaS Consulting LLC June 2009 - November 2010
Skills
Apptio, Application TCO, IT Benchmarking, Requirements Analysis, PeopleSoft, Data Modeling, SQL, Microsoft Excel, Enterprise Software, PowerPoint, General Ledger, Accounts Receivable, Data Warehousing, Asset Managment, Crystal Reports, Microsoft Word, Visio, Billing Systems, Project Management
Education
Syracuse University 2005 — 2009
Bachelor's degree, Finance and Entrepreneurship and Emerging Enterprises
KnackIT Corp September 2014 - Present
Jefferies & Company November 2010 - September 2014
ALaS Consulting LLC June 2009 - November 2010
Skills
Apptio, Application TCO, IT Benchmarking, Requirements Analysis, PeopleSoft, Data Modeling, SQL, Microsoft Excel, Enterprise Software, PowerPoint, General Ledger, Accounts Receivable, Data Warehousing, Asset Managment, Crystal Reports, Microsoft Word, Visio, Billing Systems, Project Management
Education
Syracuse University 2005 — 2009
Bachelor's degree, Finance and Entrepreneurship and Emerging Enterprises
Chase Jacobson Chase Jacobson's Jefferies & Company Experience August 2007 - February 2008
Job Research Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company April 2011 - Present
Sterne Agee February 2008 - April 2011
Jefferies & Company August 2007 - February 2008
Prudential Equity Group June 2005 - June 2007
Education
The George Washington University 2001 — 2005
BBA, Finance
William Blair & Company April 2011 - Present
Sterne Agee February 2008 - April 2011
Jefferies & Company August 2007 - February 2008
Prudential Equity Group June 2005 - June 2007
Education
The George Washington University 2001 — 2005
BBA, Finance
James Brandon James Brandon's Jefferies & Company Experience 2010 - 2012
Job Leveraged Finance Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2013 - Present
Jefferies & Company 2010 - 2012
US Army 2003 - 2008
Skills
Series 63, Series 79, Financial Modeling, Microsoft Office, Mezzanine, Leveraged Finance, Secured Transactions, Capital Markets, Deal Execution, Credit Analysis, Financial Statement..., Capital Structure, Due Diligence, Investment Banking
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
United States Military Academy at West Point 1999 — 2003
Bachelor of Science (B.S.), Economics
BMO Capital Markets 2013 - Present
Jefferies & Company 2010 - 2012
US Army 2003 - 2008
Skills
Series 63, Series 79, Financial Modeling, Microsoft Office, Mezzanine, Leveraged Finance, Secured Transactions, Capital Markets, Deal Execution, Credit Analysis, Financial Statement..., Capital Structure, Due Diligence, Investment Banking
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
United States Military Academy at West Point 1999 — 2003
Bachelor of Science (B.S.), Economics
Tim Straus Tim Straus's Jefferies & Company Experience 1995 - 2000
Job Director at FTS (Fund Tax Services) LLC
Industry Financial Services
Experience
FTS ( Fund Tax Services) LLC January 2015 - Present
Easton's Point Capital Management May 2011 - Present
Knight Capital Group July 2012 - June 2013
Noble Partners January 2008 - June 2010
StoneHedge Partners September 2002 - July 2006
Bear Stearns January 2000 - September 2003
Jefferies & Company 1995 - 2000
Skills
Hedge Funds, Institutional, Alternative Investments, Equities, Asset Management, Investment Strategies, Funding, Economics, Due Diligence, Capital Markets, Investments, Asset Allocation, Fund Of Funds, Investment Advisory, Investor Relations, Financial Markets, Wealth Management, Customer Relations, Investment Banking, Series 7, Trading, Equity Trading, Customer Service, Options, Asset Managment, Series 63, Risk Management, Private Equity, Corporate Finance, Mutual Funds, Financial Services
Education
The Johns Hopkins University 1972 — 1976
ba, economics & history
Governor Dummer Acadamy 1970 — 1972
The Lawrenceville School 1969 — 1969
Eaglebrook School 1965 — 1969
FTS ( Fund Tax Services) LLC January 2015 - Present
Easton's Point Capital Management May 2011 - Present
Knight Capital Group July 2012 - June 2013
Noble Partners January 2008 - June 2010
StoneHedge Partners September 2002 - July 2006
Bear Stearns January 2000 - September 2003
Jefferies & Company 1995 - 2000
Skills
Hedge Funds, Institutional, Alternative Investments, Equities, Asset Management, Investment Strategies, Funding, Economics, Due Diligence, Capital Markets, Investments, Asset Allocation, Fund Of Funds, Investment Advisory, Investor Relations, Financial Markets, Wealth Management, Customer Relations, Investment Banking, Series 7, Trading, Equity Trading, Customer Service, Options, Asset Managment, Series 63, Risk Management, Private Equity, Corporate Finance, Mutual Funds, Financial Services
Education
The Johns Hopkins University 1972 — 1976
ba, economics & history
Governor Dummer Acadamy 1970 — 1972
The Lawrenceville School 1969 — 1969
Eaglebrook School 1965 — 1969
Michael Misantone Michael Misantone's Jefferies & Company Experience April 2002 - May 2006
Job Managing Director at KippsDeSanto & Co.
Industry Financial Services
Experience
KippsDeSanto & Co. August 2008 - Present
Wachovia Securities May 2006 - August 2008
Jefferies & Company April 2002 - May 2006
Credit Suisse First Boston August 2001 - April 2002
Quarterdeck Investment Partners 1998 - 1999
Goldman Sachs July 1996 - June 1998
Skills
Mergers, Strategy, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Financial Analysis, LBO, Mergers & Acquisitions, Defense, Capital Markets, Finance, Technical Analysis, Market Analysis, Operations Management, Equity Trading, Integration, Investments, Competitive Intelligence
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Virginia 1992 — 1996
BA, Economics, Spanish
KippsDeSanto & Co. August 2008 - Present
Wachovia Securities May 2006 - August 2008
Jefferies & Company April 2002 - May 2006
Credit Suisse First Boston August 2001 - April 2002
Quarterdeck Investment Partners 1998 - 1999
Goldman Sachs July 1996 - June 1998
Skills
Mergers, Strategy, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Financial Analysis, LBO, Mergers & Acquisitions, Defense, Capital Markets, Finance, Technical Analysis, Market Analysis, Operations Management, Equity Trading, Integration, Investments, Competitive Intelligence
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Virginia 1992 — 1996
BA, Economics, Spanish
Michael Murrer Michael Murrer's Jefferies & Company Experience September 2010 - December 2014
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies December 2014 - Present
Jefferies & Company September 2010 - December 2014
UBS Investment Bank August 2009 - September 2010
UBS July 2007 - July 2008
HSBC 2005 - 2005
Sagent Advisors 2004 - 2004
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Private Equity, Capital Markets, Equity Research, LBO, Bloomberg, Financial Analysis, Leveraged Finance, Fixed Income, M&A experience, Due Diligence, Hedge Funds, High Yield, Mergers, Series 7, Private Placements, Mergers & Acquisitions, Equity Valuation, Corporate Development, Options, DCF
Education
The Ohio State University 2003 — 2007
BS, Finance
Bronxville High School 1998 — 2003
Diploma, General Studies
Jefferies December 2014 - Present
Jefferies & Company September 2010 - December 2014
UBS Investment Bank August 2009 - September 2010
UBS July 2007 - July 2008
HSBC 2005 - 2005
Sagent Advisors 2004 - 2004
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Private Equity, Capital Markets, Equity Research, LBO, Bloomberg, Financial Analysis, Leveraged Finance, Fixed Income, M&A experience, Due Diligence, Hedge Funds, High Yield, Mergers, Series 7, Private Placements, Mergers & Acquisitions, Equity Valuation, Corporate Development, Options, DCF
Education
The Ohio State University 2003 — 2007
BS, Finance
Bronxville High School 1998 — 2003
Diploma, General Studies
Thomas Housley's Jefferies & Company Experience July 2011 - July 2014
Job Healthcare Investment Banking at Goldman Sachs Group
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Jefferies & Company July 2011 - July 2014
Tuck School of Business at Dartmouth College August 2009 - July 2011
Jefferies & Company June 2010 - August 2010
ICG Commerce March 2004 - August 2009
Computer Aid, Inc. August 2003 - March 2004
Education
The Tuck School of Business at Dartmouth 2009 — 2011
MBA
University of Pennsylvania 1998 — 2002
Goldman Sachs July 2014 - Present
Jefferies & Company July 2011 - July 2014
Tuck School of Business at Dartmouth College August 2009 - July 2011
Jefferies & Company June 2010 - August 2010
ICG Commerce March 2004 - August 2009
Computer Aid, Inc. August 2003 - March 2004
Education
The Tuck School of Business at Dartmouth 2009 — 2011
MBA
University of Pennsylvania 1998 — 2002
Thomas Simons Thomas Simons's Jefferies & Company Experience September 2009 - Present
Job Economist at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company September 2009 - Present
Stone & McCarthy Research Associates February 2006 - August 2009
Skills
Financial Economics, Microsoft Office, Economics, Econometrics, Economic Research, Bond Markets, Public Speaking, Client Relations Skills
Education
The College of New Jersey 2002 — 2006
Bachelor of Science (BS), Finance, General
Jefferies & Company September 2009 - Present
Stone & McCarthy Research Associates February 2006 - August 2009
Skills
Financial Economics, Microsoft Office, Economics, Econometrics, Economic Research, Bond Markets, Public Speaking, Client Relations Skills
Education
The College of New Jersey 2002 — 2006
Bachelor of Science (BS), Finance, General
Zachary Friedman's Jefferies & Company Experience April 2012 - May 2012
Job Investment Banking Summer Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies May 2015 - July 2015
Leucadia National Corporation June 2014 - August 2014
Camp Pontiac June 2012 - August 2013
Nike June 2012 - June 2012
Jefferies & Company April 2012 - May 2012
Skills
Twitter, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Comparable Analysis, Memos, Financial Statements, Facebook, PowerPoint development, Organized Multi-tasker, Preparedness, Web Design
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Arts (BA), Banking, Corporate, Finance, and Securities Law
Montclair Kimberley Academy 2008 — 2012
Jefferies May 2015 - July 2015
Leucadia National Corporation June 2014 - August 2014
Camp Pontiac June 2012 - August 2013
Nike June 2012 - June 2012
Jefferies & Company April 2012 - May 2012
Skills
Twitter, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Comparable Analysis, Memos, Financial Statements, Facebook, PowerPoint development, Organized Multi-tasker, Preparedness, Web Design
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Arts (BA), Banking, Corporate, Finance, and Securities Law
Montclair Kimberley Academy 2008 — 2012
Richard Zitomer Richard Zitomer's Jefferies & Company Experience June 2010 - July 2010
Job Data Analyst at Boost Media
Industry Internet
Experience
Boost Media May 2014 - Present
FindTheBest June 2013 - March 2014
University of Pennsylvania January 2013 - May 2013
Glenmede June 2012 - August 2012
Jefferies & Company June 2010 - July 2010
Skills
Data Analysis, Python, SQL, Matlab, Market Research, Research, Analysis, Bloomberg Terminal, Visual Basic, Microsoft Excel, Google Analytics, Google Adwords, Writing, PowerPoint, Microsoft Office, Decision Theory, Google Webmaster Tools
Education
University of Pennsylvania 2009 — 2013
Bachelor's Degree, Philosophy, Politics, and Economics
London School of Economics and Political Science 2011 — 2011
A+
Boost Media May 2014 - Present
FindTheBest June 2013 - March 2014
University of Pennsylvania January 2013 - May 2013
Glenmede June 2012 - August 2012
Jefferies & Company June 2010 - July 2010
Skills
Data Analysis, Python, SQL, Matlab, Market Research, Research, Analysis, Bloomberg Terminal, Visual Basic, Microsoft Excel, Google Analytics, Google Adwords, Writing, PowerPoint, Microsoft Office, Decision Theory, Google Webmaster Tools
Education
University of Pennsylvania 2009 — 2013
Bachelor's Degree, Philosophy, Politics, and Economics
London School of Economics and Political Science 2011 — 2011
A+
Jose Kalaw Jose Kalaw's Jefferies & Company Experience September 2007 - February 2011
Job Senior Manager at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management April 2012 - Present
Jefferies & Company September 2007 - February 2011
Credit Suisse April 2005 - March 2007
Bank of New York June 2000 - April 2005
Skills
IT Strategy, Business Analysis, Portfolio Management, Business Intelligence, Management, Enterprise Data..., Risk Management, Team Leadership, Leadership, Project Management, Data Analysis, Software Development, Start-ups, Enterprise Risk..., Credit Risk, Program Management
Education
University of Colorado at Boulder - Leeds School of Business 1998 — 2000
MBA
The University of British Columbia 1988 — 1992
BComm
RBC Global Asset Management April 2012 - Present
Jefferies & Company September 2007 - February 2011
Credit Suisse April 2005 - March 2007
Bank of New York June 2000 - April 2005
Skills
IT Strategy, Business Analysis, Portfolio Management, Business Intelligence, Management, Enterprise Data..., Risk Management, Team Leadership, Leadership, Project Management, Data Analysis, Software Development, Start-ups, Enterprise Risk..., Credit Risk, Program Management
Education
University of Colorado at Boulder - Leeds School of Business 1998 — 2000
MBA
The University of British Columbia 1988 — 1992
BComm
Joanne Chen Joanne Chen's Jefferies & Company Experience July 2007 - July 2009
Job Investment Professional at Foundation Capital
Industry Venture Capital & Private Equity
Experience
Foundation Capital July 2014 - Present
Hyde Park Angels December 2012 - March 2014
Formation 8 August 2013 - September 2013
Beechwood Capital June 2013 - August 2013
Probitas Partners August 2009 - July 2012
Jefferies & Company July 2007 - July 2009
Cisco Systems May 2005 - August 2006
Nortel Networks May 2004 - August 2004
Skills
Mergers, Entrepreneurship, Private Equity, Venture Capital, Investment Banking, Investments, Mergers & Acquisitions, Analysis, LBO, Due Diligence, Corporate Finance, Market Research, Valuation, Financial Modeling, Management, Real Estate, Corporate Development, Start-ups, IPO
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategic Management, Entrepreneurship
University of California, Berkeley 2003 — 2007
B.S., Electrical Engineering & Computer Science
North Carolina School of Science and Math
Foundation Capital July 2014 - Present
Hyde Park Angels December 2012 - March 2014
Formation 8 August 2013 - September 2013
Beechwood Capital June 2013 - August 2013
Probitas Partners August 2009 - July 2012
Jefferies & Company July 2007 - July 2009
Cisco Systems May 2005 - August 2006
Nortel Networks May 2004 - August 2004
Skills
Mergers, Entrepreneurship, Private Equity, Venture Capital, Investment Banking, Investments, Mergers & Acquisitions, Analysis, LBO, Due Diligence, Corporate Finance, Market Research, Valuation, Financial Modeling, Management, Real Estate, Corporate Development, Start-ups, IPO
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategic Management, Entrepreneurship
University of California, Berkeley 2003 — 2007
B.S., Electrical Engineering & Computer Science
North Carolina School of Science and Math
Ryan Keys Ryan Keys's Jefferies & Company Experience April 2012 - Present
Job Vice President at Jefferies & Company
Industry Oil & Energy
Experience
Jefferies & Company April 2012 - Present
Wapiti Energy October 2011 - April 2012
Object Reservoir May 2008 - September 2011
Texas A&M University January 2007 - August 2008
Schlumberger August 2005 - August 2006
University of Texas Center for Electromechanics May 2003 - May 2006
Skills
Reservoir Simulation, Reservoir Modeling, Field Development, Reserves, Fracture Mechanics, Pressure Transient..., Reservoir Engineering, Reservoir Management, Unconventional Gas..., Unconventional Oil..., Reservior..., Acquisitions, Divestitures, Pressure / Rate..., Project Economics, PVT Analysis, Decline Curve Analysis, EOR, Nodal Analysis, Completion Optimization, Reservoir Analytics, Hydraulic Fracture..., Energy Regulation, Thermodynamics, Energy Policy, Public Speaking, Written and Verbal..., International Travel, Characterization, Fluids
Education
Texas A&M University 2007 — 2008
MS, Petroleum Engineering
The University of Texas at Austin 2000 — 2005
BS, Mechanical Engineering
Jefferies & Company April 2012 - Present
Wapiti Energy October 2011 - April 2012
Object Reservoir May 2008 - September 2011
Texas A&M University January 2007 - August 2008
Schlumberger August 2005 - August 2006
University of Texas Center for Electromechanics May 2003 - May 2006
Skills
Reservoir Simulation, Reservoir Modeling, Field Development, Reserves, Fracture Mechanics, Pressure Transient..., Reservoir Engineering, Reservoir Management, Unconventional Gas..., Unconventional Oil..., Reservior..., Acquisitions, Divestitures, Pressure / Rate..., Project Economics, PVT Analysis, Decline Curve Analysis, EOR, Nodal Analysis, Completion Optimization, Reservoir Analytics, Hydraulic Fracture..., Energy Regulation, Thermodynamics, Energy Policy, Public Speaking, Written and Verbal..., International Travel, Characterization, Fluids
Education
Texas A&M University 2007 — 2008
MS, Petroleum Engineering
The University of Texas at Austin 2000 — 2005
BS, Mechanical Engineering
Joe Herman's Jefferies & Company Experience June 2008 - August 2008
Job Associate at Center Coast Capital Advisors, LP
Industry Investment Management
Experience
Center Coast Capital Advisors, LP April 2014 - Present
Tudor, Pickering, Holt & Co. August 2012 - August 2013
UBS Investment Bank July 2010 - July 2012
New York Yankees June 2009 - January 2010
Jefferies & Company June 2008 - August 2008
J.P. Morgan May 2007 - August 2007
Skills
Valuation, Financial Modeling, Private Equity, Bloomberg, Corporate Finance, Financial Analysis, Investment Banking, Equity Research, Investments, Due Diligence, Hedge Funds, Business Development, Equities, Capital Markets, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, PowerPoint
Education
The University of Texas at Austin 2004 — 2009
B.A., Plan II, History
The University of Texas at Austin - Red McCombs School of Business 2004 — 2009
B.B.A., Business Honors, Finance
St. John's School 2001 — 2004
Center Coast Capital Advisors, LP April 2014 - Present
Tudor, Pickering, Holt & Co. August 2012 - August 2013
UBS Investment Bank July 2010 - July 2012
New York Yankees June 2009 - January 2010
Jefferies & Company June 2008 - August 2008
J.P. Morgan May 2007 - August 2007
Skills
Valuation, Financial Modeling, Private Equity, Bloomberg, Corporate Finance, Financial Analysis, Investment Banking, Equity Research, Investments, Due Diligence, Hedge Funds, Business Development, Equities, Capital Markets, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, PowerPoint
Education
The University of Texas at Austin 2004 — 2009
B.A., Plan II, History
The University of Texas at Austin - Red McCombs School of Business 2004 — 2009
B.B.A., Business Honors, Finance
St. John's School 2001 — 2004
John Oleon John Oleon's Jefferies & Company Experience January 2006 - November 2007
Job VP Head of International Operations Fidelity
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Richard Mui's Jefferies & Company Experience June 2012 - August 2013
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays July 2015 - Present
Barclays Investment Bank September 2013 - Present
Jefferies & Company June 2012 - August 2013
Jefferies & Company August 2010 - June 2012
Skills
Financial Modeling, Valuation, Microsoft Office, Research, Bloomberg, Investment Banking, Equities, Corporate Finance, Public Speaking, Microsoft Excel
Education
Swarthmore College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Barclays July 2015 - Present
Barclays Investment Bank September 2013 - Present
Jefferies & Company June 2012 - August 2013
Jefferies & Company August 2010 - June 2012
Skills
Financial Modeling, Valuation, Microsoft Office, Research, Bloomberg, Investment Banking, Equities, Corporate Finance, Public Speaking, Microsoft Excel
Education
Swarthmore College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Mack Weber's Jefferies & Company Experience 2012 - 2012
Job Penn Law Student Class of 2018
Industry Law Practice
Experience
Jefferies LLC June 2014 - June 2015
Jessup Wealth Management Inc June 2013 - August 2013
Jefferies & Company 2012 - 2012
PSAM June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Leadership
Education
University of Pennsylvania Law School 2015 — 2018
JD
The Ohio State University 2009 — 2014
Bachelor of Science (BS), FInance
Jefferies LLC June 2014 - June 2015
Jessup Wealth Management Inc June 2013 - August 2013
Jefferies & Company 2012 - 2012
PSAM June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Leadership
Education
University of Pennsylvania Law School 2015 — 2018
JD
The Ohio State University 2009 — 2014
Bachelor of Science (BS), FInance
Sheila Burris Sheila Burris's Jefferies & Company Experience
Job Intern
Industry Marketing and Advertising
Experience
Jefferies & Company
Skills
avon representatives, Public Speaking, Microsoft Office, Microsoft Word, Social Media, Leadership, Outlook, PowerPoint, Administrative..., Fundraising, Access, Microsoft Excel
Education
Suffolk County Community College 1993 — 1996
Jefferies & Company
Skills
avon representatives, Public Speaking, Microsoft Office, Microsoft Word, Social Media, Leadership, Outlook, PowerPoint, Administrative..., Fundraising, Access, Microsoft Excel
Education
Suffolk County Community College 1993 — 1996
Steven Cowan's Jefferies & Company Experience May 1996 - July 1999
Job Managing Director, Energy & Industrial Services at 7 Mile Advisors, LLC
Industry Oil & Energy
Experience
7 Mile Advisors, LLC August 2015 - Present
Clarksons September 2014 - April 2015
Express Energy September 2012 - April 2014
Canaccord Genuity Inc. October 2010 - August 2012
Total Safety US, Inc. August 2008 - February 2010
Growth Capital Partners, L.P. August 2004 - August 2008
Deutsche Bank July 2000 - January 2004
First Union Securities November 1999 - July 2000
Jefferies & Company May 1996 - July 1999
Skills
Mergers & Acquisitions, Corporate Development, Financial Modeling, Investment Banking, Corporate Finance, Energy, Strategic Planning, Due Diligence, Petroleum, Business Development, Management, Investor Relations, Private Equity, Valuation, Change Management, Venture Capital, M&A experience, Divestitures
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Accounting, Economics and Finance
The University of Texas at Austin 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
7 Mile Advisors, LLC August 2015 - Present
Clarksons September 2014 - April 2015
Express Energy September 2012 - April 2014
Canaccord Genuity Inc. October 2010 - August 2012
Total Safety US, Inc. August 2008 - February 2010
Growth Capital Partners, L.P. August 2004 - August 2008
Deutsche Bank July 2000 - January 2004
First Union Securities November 1999 - July 2000
Jefferies & Company May 1996 - July 1999
Skills
Mergers & Acquisitions, Corporate Development, Financial Modeling, Investment Banking, Corporate Finance, Energy, Strategic Planning, Due Diligence, Petroleum, Business Development, Management, Investor Relations, Private Equity, Valuation, Change Management, Venture Capital, M&A experience, Divestitures
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Accounting, Economics and Finance
The University of Texas at Austin 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Stephen Fong Stephen Fong's Jefferies & Company Experience March 2010 - March 2012
Job Associate at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments April 2012 - June 2015
Jefferies & Company March 2010 - March 2012
Ernst & Young - Transaction Advisory Services August 2008 - March 2010
KPMG September 2006 - September 2007
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Financial Analysis, Capital IQ, Equity Research, Corporate Finance, Business Valuation, Bloomberg, Due Diligence, Mergers, Mergers & Acquisitions, Equities, Investment Management, Finance, Investments, Carpet Cleaning
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (BS), Business Administration, Overall GPA: 3.7/4.0
The Hong Kong University of Science and Technology 2006 — 2006
Accounting and Finance
Yonsei University 2006 — 2006
Korean Language and Literature
Nuveen Investments April 2012 - June 2015
Jefferies & Company March 2010 - March 2012
Ernst & Young - Transaction Advisory Services August 2008 - March 2010
KPMG September 2006 - September 2007
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Financial Analysis, Capital IQ, Equity Research, Corporate Finance, Business Valuation, Bloomberg, Due Diligence, Mergers, Mergers & Acquisitions, Equities, Investment Management, Finance, Investments, Carpet Cleaning
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (BS), Business Administration, Overall GPA: 3.7/4.0
The Hong Kong University of Science and Technology 2006 — 2006
Accounting and Finance
Yonsei University 2006 — 2006
Korean Language and Literature
Michael Deangelis's Jefferies & Company Experience July 2012 - July 2014
Job Investment Banker at MJ Capital Partners
Industry Investment Banking
Experience
MJ Capital Partners November 2014 - Present
Jefferies & Company July 2012 - July 2014
Merrill Lynch June 2011 - August 2011
Skills
Capital IQ, Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Office, Fixed Income, Event Planning, Social Media, Equity Research
Education
The Catholic University of America 2008 — 2012
MJ Capital Partners November 2014 - Present
Jefferies & Company July 2012 - July 2014
Merrill Lynch June 2011 - August 2011
Skills
Capital IQ, Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Office, Fixed Income, Event Planning, Social Media, Equity Research
Education
The Catholic University of America 2008 — 2012
James Wiese James Wiese's Jefferies & Company Experience 2009 - 2012
Job Associate, Corporate Development
Industry Chemicals
Experience
Koch Industries October 2014 - Present
Koch Industries July 2013 - October 2014
Jefferies & Company 2009 - 2012
Education
University of Cambridge 2012 — 2013
Master of Finance
The London School of Economics and Political Science (LSE) 2009 — 2009
Texas A&M University 2005 — 2009
Bachelor of Science (B.Sc.), Economics, Magna cum Laude, Phi Beta Kappa, Univerisity Honors
Koch Industries October 2014 - Present
Koch Industries July 2013 - October 2014
Jefferies & Company 2009 - 2012
Education
University of Cambridge 2012 — 2013
Master of Finance
The London School of Economics and Political Science (LSE) 2009 — 2009
Texas A&M University 2005 — 2009
Bachelor of Science (B.Sc.), Economics, Magna cum Laude, Phi Beta Kappa, Univerisity Honors
Alexander H. Kadish Alexander H. Kadish's Jefferies & Company Experience 2008 - 2010
Job Executive Director at J.P. Morgan
Industry Banking
Experience
JP Morgan January 2010 - Present
Jefferies & Company 2008 - 2010
Morgan Stanley Smith Barney 2003 - 2008
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Investments, Equities, Series 7, Alternative Investments, Capital Markets, Securities, Wealth Management, Finance, Management, Strategy, Financial Analysis, Private Equity, Valuation
Education
Syracuse University
Bachelor’s Degree, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
BA, Economics
Cape Elizabeth High School 1993 — 1997
JP Morgan January 2010 - Present
Jefferies & Company 2008 - 2010
Morgan Stanley Smith Barney 2003 - 2008
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Investments, Equities, Series 7, Alternative Investments, Capital Markets, Securities, Wealth Management, Finance, Management, Strategy, Financial Analysis, Private Equity, Valuation
Education
Syracuse University
Bachelor’s Degree, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
BA, Economics
Cape Elizabeth High School 1993 — 1997
Alex Wohl Alex Wohl's Jefferies & Company Experience 2006 - 2008
Job Equity Derivatives
Industry Financial Services
Experience
Woodlawn Advisors 2008 - 2015
Jefferies & Company 2006 - 2008
Goldman Sachs 1999 - 2006
J.P. Morgan 1995 - 1999
O'Connor & Associates. 1991 - 1993
Skills
Equities, Derivatives, Trading Systems, Options, Trading, Equity Derivatives, Capital Markets, Electronic Trading, Financial Markets
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA
The University of Chicago 1988 — 1991
BA, Economics
Woodlawn Advisors 2008 - 2015
Jefferies & Company 2006 - 2008
Goldman Sachs 1999 - 2006
J.P. Morgan 1995 - 1999
O'Connor & Associates. 1991 - 1993
Skills
Equities, Derivatives, Trading Systems, Options, Trading, Equity Derivatives, Capital Markets, Electronic Trading, Financial Markets
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA
The University of Chicago 1988 — 1991
BA, Economics
Dan Polner Dan Polner's Jefferies & Company Experience July 2002 - January 2010
Job Small Business Consultant Small Business Development Center
Industry Financial Services
Experience
New York Small Business Development Center May 2013 - Present
Jefferies & Company July 2002 - January 2010
Berenson & Company March 2001 - July 2002
Equitable Capital Management 1989 - 1994
Skills
Capital Markets, Private Equity, Portfolio Management, Banking, Analysis, Loans, Hedge Funds, Equities, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Fiance, Marketing
University of Pennsylvania - The Wharton School 1981 — 1985
BSEcon/BAS, Accounting/Engineering
New York Small Business Development Center May 2013 - Present
Jefferies & Company July 2002 - January 2010
Berenson & Company March 2001 - July 2002
Equitable Capital Management 1989 - 1994
Skills
Capital Markets, Private Equity, Portfolio Management, Banking, Analysis, Loans, Hedge Funds, Equities, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Fiance, Marketing
University of Pennsylvania - The Wharton School 1981 — 1985
BSEcon/BAS, Accounting/Engineering
Brad L. Beago, CFA Brad L. Beago, CFA's Jefferies & Company Experience 1993 - 1998
Job General Partner, Owner at Agave Investment Partners/Eagle Ford Housing Solutions
Industry Investment Management
Experience
Agave Investment Partners and Eagle Ford Housing Solutions 2010 - Present
Rio Raton Investments 2005 - Present
Esencial Capital Management March 2012 - September 2013
Treaty Oak Capital Management October 2005 - March 2012
Credit Lyonnais Securities, Credit Agricole, Calyon October 1998 - September 2005
Jefferies & Company 1993 - 1998
Skills
Negotiation, Financial Modeling, Investments, PowerPoint, Strategic Planning, Microsoft Excel, Budgets, Equity Research, Microsoft Word, Research, Public Speaking, Analysis, Microsoft Office, Customer Service, Windows, Editing, Access, English, Outlook, Photoshop, Teaching, HTML, C++, C, Java, Private Equity, Real Estate Development, Oil & Gas Industry, Capital Markets, Asset Management, Due Diligence, Equities, Financial Analysis, Management, Mergers, Valuation, Corporate Finance, Portfolio Management, Finance, Investment Banking, Hedge Funds, Energy, Venture Capital
Education
University of Houston 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Texas State University-San Marcos 1984 — 1989
Bachelor of Business Administration (B.B.A.), Management/Finance
Agave Investment Partners and Eagle Ford Housing Solutions 2010 - Present
Rio Raton Investments 2005 - Present
Esencial Capital Management March 2012 - September 2013
Treaty Oak Capital Management October 2005 - March 2012
Credit Lyonnais Securities, Credit Agricole, Calyon October 1998 - September 2005
Jefferies & Company 1993 - 1998
Skills
Negotiation, Financial Modeling, Investments, PowerPoint, Strategic Planning, Microsoft Excel, Budgets, Equity Research, Microsoft Word, Research, Public Speaking, Analysis, Microsoft Office, Customer Service, Windows, Editing, Access, English, Outlook, Photoshop, Teaching, HTML, C++, C, Java, Private Equity, Real Estate Development, Oil & Gas Industry, Capital Markets, Asset Management, Due Diligence, Equities, Financial Analysis, Management, Mergers, Valuation, Corporate Finance, Portfolio Management, Finance, Investment Banking, Hedge Funds, Energy, Venture Capital
Education
University of Houston 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Texas State University-San Marcos 1984 — 1989
Bachelor of Business Administration (B.B.A.), Management/Finance
Greg Perraut Greg Perraut's Jefferies & Company Experience October 2012 - November 2012
Job PostBaccalaureate Premedical Student at The George Washington University
Industry Medical Practice
Experience
Alvarez & Marsal July 2014 - May 2015
Alvarez & Marsal June 2013 - August 2013
Fairfield University Dolan School of Business September 2012 - December 2012
Jefferies & Company October 2012 - November 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Web Design, Banking, Accounting, Marketing, Financial Analysis, Access, Public Speaking, Financial Modeling, Leadership, Data Analysis, Capital IQ, Valuation, Finance, Time Management, Analysis, Bloomberg Terminal, Research, Market Research
Education
The George Washington University 2015 — 2016
Pre-Medicine/Pre-Medical Studies
Fairfield University 2010 — 2014
Bachelor of Science, Finance and Accounting, 3.81 GPA
Alvarez & Marsal July 2014 - May 2015
Alvarez & Marsal June 2013 - August 2013
Fairfield University Dolan School of Business September 2012 - December 2012
Jefferies & Company October 2012 - November 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Web Design, Banking, Accounting, Marketing, Financial Analysis, Access, Public Speaking, Financial Modeling, Leadership, Data Analysis, Capital IQ, Valuation, Finance, Time Management, Analysis, Bloomberg Terminal, Research, Market Research
Education
The George Washington University 2015 — 2016
Pre-Medicine/Pre-Medical Studies
Fairfield University 2010 — 2014
Bachelor of Science, Finance and Accounting, 3.81 GPA
Herzel Hakimi Herzel Hakimi's Jefferies & Company Experience February 2012 - Present
Job Software Developer in Fixed Income Electronic Trading at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company February 2012 - Present
Skills
Trading Systems, Market Data, Electronic Trading, JMS, Java Enterprise Edition, Fixed Income, Middleware, Sybase, Exchange Connectivity, Low Latency, Equity Derivatives, Derivatives, TIBCO, Enterprise Architecture, Agile Methodologies, Unix, Capital Markets, Swing, Multithreading, TIBCO Rendezvous
Education
Stony Brook University
MS
Stony Brook University
Master of Science (MS)
Jefferies & Company February 2012 - Present
Skills
Trading Systems, Market Data, Electronic Trading, JMS, Java Enterprise Edition, Fixed Income, Middleware, Sybase, Exchange Connectivity, Low Latency, Equity Derivatives, Derivatives, TIBCO, Enterprise Architecture, Agile Methodologies, Unix, Capital Markets, Swing, Multithreading, TIBCO Rendezvous
Education
Stony Brook University
MS
Stony Brook University
Master of Science (MS)
sean sullivan sean sullivan's Jefferies & Company Experience January 2004 - July 2014
Job Managing Director, Head of Industrials Group at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
Jefferies & Company January 2004 - July 2014
Banc of America Securities 2001 - 2004
J.P. Morgan 1999 - 2000
Schroders plc 1996 - 1999
U.S. Marine Corps 1987 - 1993
Skills
Venture Capital, Financial Modeling, Fixed Income, Investments, Corporate Finance, Emerging Markets, Securities, Asset Management, IPO, Restructuring, Alternative Investments, Equity Research, Bloomberg, Series 7, Derivatives
Education
Wharton School, University of Pennsylvania 1995 — 1996
Master of Business Administration (MBA)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1994
MA, International Economics
U.S. Naval Academy 1983 — 1987
B.S.
BMO Capital Markets July 2014 - Present
Jefferies & Company January 2004 - July 2014
Banc of America Securities 2001 - 2004
J.P. Morgan 1999 - 2000
Schroders plc 1996 - 1999
U.S. Marine Corps 1987 - 1993
Skills
Venture Capital, Financial Modeling, Fixed Income, Investments, Corporate Finance, Emerging Markets, Securities, Asset Management, IPO, Restructuring, Alternative Investments, Equity Research, Bloomberg, Series 7, Derivatives
Education
Wharton School, University of Pennsylvania 1995 — 1996
Master of Business Administration (MBA)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1994
MA, International Economics
U.S. Naval Academy 1983 — 1987
B.S.
Chris Govey Chris Govey's Jefferies & Company Experience July 2010 - July 2012
Job Associate at Polaris Partners
Industry Venture Capital & Private Equity
Experience
Polaris Partners July 2012 - Present
Jefferies & Company July 2010 - July 2012
Capstone Partners LLC June 2009 - August 2009
Congress Asset Management May 2008 - August 2008
Skills
Venture Capital, Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, LBO, Bloomberg, Equity Research, DCF, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2015 — 2017
Amherst College 2006 — 2010
Bachelors, Arts, Economics
Oliver Ames High School 2003 — 2006
Polaris Partners July 2012 - Present
Jefferies & Company July 2010 - July 2012
Capstone Partners LLC June 2009 - August 2009
Congress Asset Management May 2008 - August 2008
Skills
Venture Capital, Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, LBO, Bloomberg, Equity Research, DCF, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2015 — 2017
Amherst College 2006 — 2010
Bachelors, Arts, Economics
Oliver Ames High School 2003 — 2006
Titus Phoro Titus Phoro's Jefferies & Company Experience August 2011 - December 2013
Job Vice President Healthcare Investment Banking at JMP Group
Industry Investment Banking
Experience
JMP Group January 2015 - Present
RBC Capital Markets January 2014 - December 2014
Jefferies & Company August 2011 - December 2013
Jefferies & Company June 2010 - August 2010
CVS Caremark Corporation June 2008 - July 2009
Skills
Investment Banking, Valuation, Equities, Banking, Private Equity, Portfolio Management, Financial Modeling, Market Research, Financial Analysis, Emerging Markets, Due Diligence, Corporate Development, Capital Markets, Equity Research, Mergers & Acquisitions, Corporate Finance, Business Strategy
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting & General Management
Texas Southern University 2002 — 2008
Doctor of Pharmacy, Pharmacy
Starehe Boys' Centre 1997 — 2001
High School Certificate
JMP Group January 2015 - Present
RBC Capital Markets January 2014 - December 2014
Jefferies & Company August 2011 - December 2013
Jefferies & Company June 2010 - August 2010
CVS Caremark Corporation June 2008 - July 2009
Skills
Investment Banking, Valuation, Equities, Banking, Private Equity, Portfolio Management, Financial Modeling, Market Research, Financial Analysis, Emerging Markets, Due Diligence, Corporate Development, Capital Markets, Equity Research, Mergers & Acquisitions, Corporate Finance, Business Strategy
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting & General Management
Texas Southern University 2002 — 2008
Doctor of Pharmacy, Pharmacy
Starehe Boys' Centre 1997 — 2001
High School Certificate
Alicia Policinski Alicia Policinski's Jefferies & Company Experience 2003 - 2007
Job Managing Director, Social Platform at Centro
Industry Internet
Experience
Centro August 2015 - Present
GraphScience (Acquired by Centro, Inc.) March 2013 - August 2015
Own Point of Sale 2011 - 2012
Stonepine Advisors 2009 - 2012
Jefferies & Company 2003 - 2007
JPMorgan H&Q 2000 - 2002
Systems & Computer Technology Corporation 1997 - 1998
Systems & Computer Technology Corporation 1994 - 1998
Systems & Computer Technology Corporation 1996 - 1996
Skills
Mergers, Private Placements, Commercialization, Contract Negotiation, Focus Groups, Strategy, Pricing, Financial Services, Healthcare, Forecasting, Start-ups, Venture Capital, Entrepreneurship, Investment Banking, Business Development, Corporate Development, Private Equity, Business Strategy, Corporate Finance, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2001
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1998 — 2000
MA, International Economics
University of Pennsylvania - The Wharton School
BA/BS, Economics (Wharton) / International Relations
University of Virginia
University of Virginia
University of Virginia
University of Virginia
University of Virginia
Centro August 2015 - Present
GraphScience (Acquired by Centro, Inc.) March 2013 - August 2015
Own Point of Sale 2011 - 2012
Stonepine Advisors 2009 - 2012
Jefferies & Company 2003 - 2007
JPMorgan H&Q 2000 - 2002
Systems & Computer Technology Corporation 1997 - 1998
Systems & Computer Technology Corporation 1994 - 1998
Systems & Computer Technology Corporation 1996 - 1996
Skills
Mergers, Private Placements, Commercialization, Contract Negotiation, Focus Groups, Strategy, Pricing, Financial Services, Healthcare, Forecasting, Start-ups, Venture Capital, Entrepreneurship, Investment Banking, Business Development, Corporate Development, Private Equity, Business Strategy, Corporate Finance, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2001
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1998 — 2000
MA, International Economics
University of Pennsylvania - The Wharton School
BA/BS, Economics (Wharton) / International Relations
University of Virginia
University of Virginia
University of Virginia
University of Virginia
University of Virginia
Eloise Spinello Eloise Spinello's Jefferies & Company Experience June 2008 - August 2008
Job Senior Case Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors April 2014 - Present
Lenox Advisors September 2011 - April 2014
Bloomberg May 2010 - August 2010
Bloomberg May 2009 - August 2009
Jefferies & Company June 2008 - August 2008
Skills
Microsoft Excel, Fixed Income, Strategy, SAP, Financial Reporting, Auditing, Financial Services, Equities, Accounts Payable, Mergers & Acquisitions
Education
The George Washington University - School of Business 2007 — 2011
BBA, Business & Economic Public Policy, International Business, Minor in Economics
Lenox Advisors April 2014 - Present
Lenox Advisors September 2011 - April 2014
Bloomberg May 2010 - August 2010
Bloomberg May 2009 - August 2009
Jefferies & Company June 2008 - August 2008
Skills
Microsoft Excel, Fixed Income, Strategy, SAP, Financial Reporting, Auditing, Financial Services, Equities, Accounts Payable, Mergers & Acquisitions
Education
The George Washington University - School of Business 2007 — 2011
BBA, Business & Economic Public Policy, International Business, Minor in Economics
Nick Mirto Nick Mirto's Jefferies & Company Experience January 2008 - Present
Job Senior Vice President Global Procurement
Industry Banking
Experience
Jefferies & Company January 2008 - Present
Jefferies & Company January 2006 - January 2008
Jefferies & Company January 2004 - December 2005
Jefferies & Company July 2002 - December 2004
Jefferies & Company November 2001 - July 2002
Jefferies International, LTD August 2000 - November 2001
Jefferies & Company October 1997 - August 2000
Westconn 1996 - 1997
New World Sales and Marketing 1995 - 1996
National Cable Communications 1992 - 1995
Education
Stevens Institute of Technology 1990 — 1992
Garfield High School 1986 — 1990
Jefferies & Company January 2008 - Present
Jefferies & Company January 2006 - January 2008
Jefferies & Company January 2004 - December 2005
Jefferies & Company July 2002 - December 2004
Jefferies & Company November 2001 - July 2002
Jefferies International, LTD August 2000 - November 2001
Jefferies & Company October 1997 - August 2000
Westconn 1996 - 1997
New World Sales and Marketing 1995 - 1996
National Cable Communications 1992 - 1995
Education
Stevens Institute of Technology 1990 — 1992
Garfield High School 1986 — 1990
Kevin Graham Kevin Graham's Jefferies & Company Experience August 2011 - August 2012
Job Sales Rep Oracle
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
Linium Resources July 2014 - May 2015
Nomura Corporate Research and Assets Management Inc. October 2012 - June 2014
Jefferies & Company August 2011 - August 2012
Mizuho Securities Co., Ltd. October 2010 - June 2011
Mizuho Securities Co., Ltd. January 2010 - October 2010
Skills
Capital Markets, Trading, Hedge Funds, Fixed Income, Equities, Settlement, Bloomberg, Credit, Financial Risk, Investments, Financial Analysis
Education
Syracuse University 2005 — 2009
Syracuse University 2005 — 2009
Oracle June 2015 - Present
Linium Resources July 2014 - May 2015
Nomura Corporate Research and Assets Management Inc. October 2012 - June 2014
Jefferies & Company August 2011 - August 2012
Mizuho Securities Co., Ltd. October 2010 - June 2011
Mizuho Securities Co., Ltd. January 2010 - October 2010
Skills
Capital Markets, Trading, Hedge Funds, Fixed Income, Equities, Settlement, Bloomberg, Credit, Financial Risk, Investments, Financial Analysis
Education
Syracuse University 2005 — 2009
Syracuse University 2005 — 2009
Neil Wessan Neil Wessan's Jefferies & Company Experience February 2004 - August 2009
Job Head of Capital Markets at CIT
Industry Financial Services
Experience
CIT May 2012 - Present
Gleacher & Company January 2011 - May 2012
Halsey Lane Holdings, LLC September 2009 - August 2010
Jefferies & Company February 2004 - August 2009
CIBC World Markets Corp. 1997 - 2004
ING Barings Securities August 1993 - March 1997
Fieldstone Private Capital Group Ltd August 1990 - August 1993
Bankers Trust Company/BT Securities August 1984 - August 1990
Skills
Capital Markets, Private Equity, Equities, Corporate Finance, High Yield, Private Placements, Syndications, Loans, Middle Market, Mezzanine, Venture Capital, Financial Modeling, Investment Banking, Investments, Mergers, Asset Management, Credit Analysis, Due Diligence, Finance, Financial Institutions, Hedge Funds, Leveraged Finance, Mergers, Portfolio Management, Securities
Education
The University of Chicago - Booth School of Business 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania - The Wharton School 1978 — 1982
BSE, Marketing, Management
CIT May 2012 - Present
Gleacher & Company January 2011 - May 2012
Halsey Lane Holdings, LLC September 2009 - August 2010
Jefferies & Company February 2004 - August 2009
CIBC World Markets Corp. 1997 - 2004
ING Barings Securities August 1993 - March 1997
Fieldstone Private Capital Group Ltd August 1990 - August 1993
Bankers Trust Company/BT Securities August 1984 - August 1990
Skills
Capital Markets, Private Equity, Equities, Corporate Finance, High Yield, Private Placements, Syndications, Loans, Middle Market, Mezzanine, Venture Capital, Financial Modeling, Investment Banking, Investments, Mergers, Asset Management, Credit Analysis, Due Diligence, Finance, Financial Institutions, Hedge Funds, Leveraged Finance, Mergers, Portfolio Management, Securities
Education
The University of Chicago - Booth School of Business 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania - The Wharton School 1978 — 1982
BSE, Marketing, Management
Thomas Fischer Thomas Fischer's Jefferies & Company Experience June 2013 - Present
Job Associate at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2013 - Present
Jefferies & Company March 2012 - May 2012
ConvergEx Group June 2011 - December 2011
DLB Associates August 2010 - October 2010
Jaros, Baum and Bolles May 2008 - August 2008
Jaros, Baum and Bolles May 2007 - July 2007
East Coast Brokerage May 2006 - August 2006
Tri-State Ship Repair June 2002 - August 2005
East Coast Brokerage May 2005 - July 2005
Skills
C++, Pro/Engineer, Matlab, Mathematica, KDB+, Q, Excel, Word, PowerPoint, Microsoft Excel, Microsoft Word, VBA, Quantitative Finance, Pro Engineer, R, Time Series Analysis, Financial Modeling, Quantitative Analytics, Financial Engineering, Derivatives, Fixed Income, Options, Financial Analysis, Bloomberg, Equities, Statistics
Education
Stevens Institute of Technology 2011 — 2012
M.S., Financial Engineering
The College of New Jersey 2005 — 2009
Bachelor of Science, Mechanical Engineering
Jefferies & Company June 2013 - Present
Jefferies & Company March 2012 - May 2012
ConvergEx Group June 2011 - December 2011
DLB Associates August 2010 - October 2010
Jaros, Baum and Bolles May 2008 - August 2008
Jaros, Baum and Bolles May 2007 - July 2007
East Coast Brokerage May 2006 - August 2006
Tri-State Ship Repair June 2002 - August 2005
East Coast Brokerage May 2005 - July 2005
Skills
C++, Pro/Engineer, Matlab, Mathematica, KDB+, Q, Excel, Word, PowerPoint, Microsoft Excel, Microsoft Word, VBA, Quantitative Finance, Pro Engineer, R, Time Series Analysis, Financial Modeling, Quantitative Analytics, Financial Engineering, Derivatives, Fixed Income, Options, Financial Analysis, Bloomberg, Equities, Statistics
Education
Stevens Institute of Technology 2011 — 2012
M.S., Financial Engineering
The College of New Jersey 2005 — 2009
Bachelor of Science, Mechanical Engineering
Marisol DiLeo Marisol DiLeo's Jefferies & Company Experience June 2004 - June 2008
Job Investor Relations Assistant Monarch Alternative Capital
Industry Financial Services
Experience
Monarch Alternative Capital LP May 2013 - Present
First New York Securities April 2009 - January 2013
Pali Capital June 2008 - April 2009
Jefferies & Company June 2004 - June 2008
Skills
Series 63, Back Office, FINRA, Derivatives, Capital Markets, Market Data, Trading Strategies, Options, Fixed Income, Trading Systems, Bloomberg, Financial Markets, Public Speaking, Hedge Funds, Portfolio Management, Series 7, Microsoft Office, Equity Derivatives, Equities, Venture Capital, Asset Managment, Visio, Bloomberg Terminal, Vendor Management, Alternative Investments, Financial Risk, Middle Office, Financial Services, Swaps, Bonds, Settlement, ETFs, FX Options, Proprietary Trading, Asset Management, Electronic Trading, Structured Products, Emerging Markets, Prime Brokerage, Series 24, Asset Allocation, Hedging, Equity Research
Education
Syracuse University 1996 — 1999
BS, Speech Communications, Political Science
Academy of Mount Saint Ursula 1992 — 1996
Monarch Alternative Capital LP May 2013 - Present
First New York Securities April 2009 - January 2013
Pali Capital June 2008 - April 2009
Jefferies & Company June 2004 - June 2008
Skills
Series 63, Back Office, FINRA, Derivatives, Capital Markets, Market Data, Trading Strategies, Options, Fixed Income, Trading Systems, Bloomberg, Financial Markets, Public Speaking, Hedge Funds, Portfolio Management, Series 7, Microsoft Office, Equity Derivatives, Equities, Venture Capital, Asset Managment, Visio, Bloomberg Terminal, Vendor Management, Alternative Investments, Financial Risk, Middle Office, Financial Services, Swaps, Bonds, Settlement, ETFs, FX Options, Proprietary Trading, Asset Management, Electronic Trading, Structured Products, Emerging Markets, Prime Brokerage, Series 24, Asset Allocation, Hedging, Equity Research
Education
Syracuse University 1996 — 1999
BS, Speech Communications, Political Science
Academy of Mount Saint Ursula 1992 — 1996
Robert Bertoni Robert Bertoni's Jefferies & Company Experience June 2008 - August 2009
Job Municipal Trader at R. Seelaus & Co., Inc.
Industry Capital Markets
Experience
R. Seelaus & Co., Inc. April 2013 - Present
HSBC June 2011 - April 2013
Jefferies & Company June 2008 - August 2009
Skills
Series 7, Fixed Income, Equities, Capital Markets, Trading
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Finance
R. Seelaus & Co., Inc. April 2013 - Present
HSBC June 2011 - April 2013
Jefferies & Company June 2008 - August 2009
Skills
Series 7, Fixed Income, Equities, Capital Markets, Trading
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Finance
Ryan Bridge Ryan Bridge's Jefferies & Company Experience June 2013 - Present
Job Associate at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2013 - Present
G.X. Clarke & Co. May 2011 - August 2011
United States Marine Corps October 2005 - October 2009
Skills
Microsoft Excel, Team Leadership, Leadership, Strategic Planning, Microsoft Office, Analysis, Data Analysis, Risk Management, Access
Education
Stevens Institute of Technology 2012 — 2013
Masters of Science, Business Intelligence and Analytics
Stevens Institute of Technology 2009 — 2012
Bachelor of Science with High Honors, Business and Technology, Finance
Jefferies & Company June 2013 - Present
G.X. Clarke & Co. May 2011 - August 2011
United States Marine Corps October 2005 - October 2009
Skills
Microsoft Excel, Team Leadership, Leadership, Strategic Planning, Microsoft Office, Analysis, Data Analysis, Risk Management, Access
Education
Stevens Institute of Technology 2012 — 2013
Masters of Science, Business Intelligence and Analytics
Stevens Institute of Technology 2009 — 2012
Bachelor of Science with High Honors, Business and Technology, Finance
Kent Chao's Jefferies & Company Experience June 2006 - August 2006
Job Senior Strategic Operations Manager at Keynote Systems
Industry Computer Software
Experience
Keynote Systems November 2013 - Present
Nonprofit Investor August 2011 - October 2013
Thoma Bravo August 2009 - July 2011
Greenhill & Co. July 2007 - June 2009
Jefferies & Company June 2006 - August 2006
Skills
Nonprofit Evaluation, Due Diligence, Investments, Valuation, Mergers, Private Equity, Mergers & Acquisitions, Analysis, Strategy, Investment Banking, Finance, Equities, Restructuring, Financial Modeling, LBO, Financial Services
Education
The University of Texas at Austin 2002 — 2006
BBA, Finance
Keynote Systems November 2013 - Present
Nonprofit Investor August 2011 - October 2013
Thoma Bravo August 2009 - July 2011
Greenhill & Co. July 2007 - June 2009
Jefferies & Company June 2006 - August 2006
Skills
Nonprofit Evaluation, Due Diligence, Investments, Valuation, Mergers, Private Equity, Mergers & Acquisitions, Analysis, Strategy, Investment Banking, Finance, Equities, Restructuring, Financial Modeling, LBO, Financial Services
Education
The University of Texas at Austin 2002 — 2006
BBA, Finance
Jacqueline I. di Galoma Jacqueline I. di Galoma's Jefferies & Company Experience June 2008 - August 2008
Job Integrated Communications Associate at Assembly
Industry Marketing and Advertising
Experience
Assembly (Formerly TargetCast) October 2014 - Present
/+ssembly (Formerly TargetCast tcm) March 2014 - Present
TargetCast tcm July 2013 - Present
TargetCast tcm June 2012 - July 2012
Conde Nast June 2011 - August 2011
Suite 850 June 2010 - August 2010
Jefferies & Company June 2008 - August 2008
Skills
Event Planning, Customer Service, Social Networking, Social Media, Public Relations, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Microsoft Office, Blogging, Spanish, Market Research, Social Media Marketing, Research, Advertising, Marketing, Marketing Communications
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Kent School 2005 — 2009
Assembly (Formerly TargetCast) October 2014 - Present
/+ssembly (Formerly TargetCast tcm) March 2014 - Present
TargetCast tcm July 2013 - Present
TargetCast tcm June 2012 - July 2012
Conde Nast June 2011 - August 2011
Suite 850 June 2010 - August 2010
Jefferies & Company June 2008 - August 2008
Skills
Event Planning, Customer Service, Social Networking, Social Media, Public Relations, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Microsoft Office, Blogging, Spanish, Market Research, Social Media Marketing, Research, Advertising, Marketing, Marketing Communications
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Kent School 2005 — 2009
Shoban Pothula Shoban Pothula's Jefferies & Company Experience July 2011 - August 2012
Job Financial Analyst at HotelTonight
Industry Financial Services
Experience
HotelTonight July 2015 - Present
Teneo Capital January 2014 - May 2015
Teneo Capital November 2012 - January 2014
Jefferies & Company July 2011 - August 2012
SteelPath Fund Advisors Alerian Capital Management May 2010 - August 2010
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Econometrics, Financial Modeling, Valuation, Investments, Statistics, Portfolio Management, Capital Markets, Macroeconomics, Mathematical Modeling
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Double Minor in Applied Mathematics and Financial Economics
The Rivers School 2003 — 2007
HotelTonight July 2015 - Present
Teneo Capital January 2014 - May 2015
Teneo Capital November 2012 - January 2014
Jefferies & Company July 2011 - August 2012
SteelPath Fund Advisors Alerian Capital Management May 2010 - August 2010
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Econometrics, Financial Modeling, Valuation, Investments, Statistics, Portfolio Management, Capital Markets, Macroeconomics, Mathematical Modeling
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Double Minor in Applied Mathematics and Financial Economics
The Rivers School 2003 — 2007
Evan Wallach's Jefferies & Company Experience December 2009 - May 2012
Job President Global AirFinance Services, Inc
Industry Financial Services
Experience
Global AirFinance Services, Inc July 2012 - Present
AeroCentury Corporation 1998 - Present
Jefferies & Company December 2009 - May 2012
Guggenheim Capital Markets May 2005 - November 2009
Piper Jaffray April 2002 - April 2005
Piper Jaffray April 2000 - April 2002
CS Aviation, Inc 1997 - 2000
Skills
Series 7 and 63 Licenses, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Aviation, Airlines, Equities, Aircraft, Restructuring, Trading, Securitization, ABS
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, Finance, General
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Political Science
Global AirFinance Services, Inc July 2012 - Present
AeroCentury Corporation 1998 - Present
Jefferies & Company December 2009 - May 2012
Guggenheim Capital Markets May 2005 - November 2009
Piper Jaffray April 2002 - April 2005
Piper Jaffray April 2000 - April 2002
CS Aviation, Inc 1997 - 2000
Skills
Series 7 and 63 Licenses, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Aviation, Airlines, Equities, Aircraft, Restructuring, Trading, Securitization, ABS
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, Finance, General
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Political Science
Karina Paola Villanueva Suárez's Jefferies & Company Experience June 2013 - August 2013
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2014 - Present
Jefferies & Company June 2013 - August 2013
Cuauhtémoc-Moctezuma 2010 - June 2012
Cuauhtémoc-Moctezuma April 2009 - 2010
Indelpro July 2008 - April 2009
GE Commercial Finance August 2007 - July 2008
Evonik Degussa GmbH March 2007 - July 2007
Skills
Strategic Planning, Project Planning, Project Management, Business Strategy, Process Improvement, Strategic Financial..., Business Planning, Team Leadership, Leading Change, Financial Analysis, Business Analysis, Cost Management, Negotiation, Competitive Analysis, Financial Modeling, Financial Planning
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA)
Tecnológico de Monterrey 2008 — 2008
Finance Diploma
Tecnológico de Monterrey 2003 — 2008
BS Chemical Engineering with minor in Process Engineering
Technische Universität Hamburg-Harburg 2006 — 2007
Chemical Engineering
Deutsche Bank July 2014 - Present
Jefferies & Company June 2013 - August 2013
Cuauhtémoc-Moctezuma 2010 - June 2012
Cuauhtémoc-Moctezuma April 2009 - 2010
Indelpro July 2008 - April 2009
GE Commercial Finance August 2007 - July 2008
Evonik Degussa GmbH March 2007 - July 2007
Skills
Strategic Planning, Project Planning, Project Management, Business Strategy, Process Improvement, Strategic Financial..., Business Planning, Team Leadership, Leading Change, Financial Analysis, Business Analysis, Cost Management, Negotiation, Competitive Analysis, Financial Modeling, Financial Planning
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA)
Tecnológico de Monterrey 2008 — 2008
Finance Diploma
Tecnológico de Monterrey 2003 — 2008
BS Chemical Engineering with minor in Process Engineering
Technische Universität Hamburg-Harburg 2006 — 2007
Chemical Engineering
Dionne Willett's Jefferies & Company Experience 1994 - 2005
Job Equities Sales Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2005 - Present
Jefferies & Company 1994 - 2005
Skills
Equity Trading, Series 65, Equities, Bloomberg, Series 7, Financial Markets, Trading, Series 63, Electronic Trading, Trading Systems, Investments, Portfolio Management, Financial Services, Fixed Income, Equity Research, Securities, Hedge Funds, Bonds, Options, Capital Markets, Investment Management, Alternative Investments, Equity Capital Markets, ETFs, Asset Management, FINRA, Series 24, Structured Products, Trading Strategies
Education
Texas Tech University
Cantor Fitzgerald September 2005 - Present
Jefferies & Company 1994 - 2005
Skills
Equity Trading, Series 65, Equities, Bloomberg, Series 7, Financial Markets, Trading, Series 63, Electronic Trading, Trading Systems, Investments, Portfolio Management, Financial Services, Fixed Income, Equity Research, Securities, Hedge Funds, Bonds, Options, Capital Markets, Investment Management, Alternative Investments, Equity Capital Markets, ETFs, Asset Management, FINRA, Series 24, Structured Products, Trading Strategies
Education
Texas Tech University
Natalie Mayslich's Jefferies & Company Experience July 2009 - February 2011
Job Director, Strategy & Operations at Electus LLC
Industry Venture Capital & Private Equity
Experience
Electus February 2014 - Present
Time Warner Investments January 2012 - February 2014
Viacom February 2011 - January 2012
Jefferies & Company July 2009 - February 2011
Skills
Alternative Investments, Financial Modeling, Venture Capital, New Media, Corporate Development, Business Strategy, Start-ups, Entrepreneurship
Education
The Cooper Union for the Advancement of Science and Art 2005 — 2009
Bachelor of Engineering
Electus February 2014 - Present
Time Warner Investments January 2012 - February 2014
Viacom February 2011 - January 2012
Jefferies & Company July 2009 - February 2011
Skills
Alternative Investments, Financial Modeling, Venture Capital, New Media, Corporate Development, Business Strategy, Start-ups, Entrepreneurship
Education
The Cooper Union for the Advancement of Science and Art 2005 — 2009
Bachelor of Engineering
Anne Diemer's Jefferies & Company Experience October 2007 - April 2011
Job Senior Wealth Strategy Associate at UBS
Industry Banking
Experience
UBS April 2011 - Present
Jefferies & Company October 2007 - April 2011
Credit Suisse Securities August 2006 - October 2007
Original Film 2005 - 2006
Village Roadshow Pictures 2004 - 2005
HSI Productions 2004 - 2004
Element Film/ SBE Entertainment 2004 - 2004
Education
Tulane University 2000 — 2004
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, Economic History
UBS April 2011 - Present
Jefferies & Company October 2007 - April 2011
Credit Suisse Securities August 2006 - October 2007
Original Film 2005 - 2006
Village Roadshow Pictures 2004 - 2005
HSI Productions 2004 - 2004
Element Film/ SBE Entertainment 2004 - 2004
Education
Tulane University 2000 — 2004
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, Economic History
David Wolinsky's Jefferies & Company Experience July 2007 - July 2010
Job Vice President at Palm Tree Advisors
Industry Venture Capital & Private Equity
Experience
Access Health Dental June 2012 - Present
Palm Tree Advisors July 2010 - Present
InfrastructureWorld July 2010 - January 2013
Jefferies & Company July 2007 - July 2010
Goldman Sachs Asset Management July 2006 - July 2007
Roxbury Capital Management 2004 - 2006
Skills
Private Equity, Due Diligence, Financial Modeling, Investment Banking, Hedge Funds, Financial Services, Valuation, Mergers & Acquisitions, Venture Capital, Equities, M&A experience, Corporate Finance, Capital Markets, Investments, Corporate Development, Alternative Investments, Asset Management, Financial Analysis, Business Transition
Education
Villanova University 2001 — 2006
Accounting / Business Administration, Finance, International Business, Accounting
London School of Economics and Political Science 2003 — 2003
Marketing
Access Health Dental June 2012 - Present
Palm Tree Advisors July 2010 - Present
InfrastructureWorld July 2010 - January 2013
Jefferies & Company July 2007 - July 2010
Goldman Sachs Asset Management July 2006 - July 2007
Roxbury Capital Management 2004 - 2006
Skills
Private Equity, Due Diligence, Financial Modeling, Investment Banking, Hedge Funds, Financial Services, Valuation, Mergers & Acquisitions, Venture Capital, Equities, M&A experience, Corporate Finance, Capital Markets, Investments, Corporate Development, Alternative Investments, Asset Management, Financial Analysis, Business Transition
Education
Villanova University 2001 — 2006
Accounting / Business Administration, Finance, International Business, Accounting
London School of Economics and Political Science 2003 — 2003
Marketing
Jason Oien's Jefferies & Company Experience January 2004 - August 2006
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2011 - Present
Instinet Corporation August 2006 - February 2011
Jefferies & Company January 2004 - August 2006
Skills
Series 63, Series 7, Electronic Trading, Equity Trading, Proprietary Trading, Stock Trading, Algorithms, Business Relationship..., Trading, Equities
Education
The Ohio State University Fisher College of Business 1998 — 2002
Goldman Sachs February 2011 - Present
Instinet Corporation August 2006 - February 2011
Jefferies & Company January 2004 - August 2006
Skills
Series 63, Series 7, Electronic Trading, Equity Trading, Proprietary Trading, Stock Trading, Algorithms, Business Relationship..., Trading, Equities
Education
The Ohio State University Fisher College of Business 1998 — 2002
Sam Shpilberg's Jefferies & Company Experience January 2013 - Present
Job CLO/CDO Origination, Structuring and Syndication
Industry Financial Services
Experience
Jefferies & Company January 2013 - Present
UBS August 2011 - December 2012
Barclays Capital September 2008 - August 2011
Lehman Brothers May 2003 - September 2008
Knight Securities September 2000 - December 2001
Goldman Sachs May 1997 - August 2000
GE Capital 1995 - 1997
Skills
CLO, Alternative Investments, Structured Products, Investment Banking, Securitization, CDO, Structured Finance, Fixed Income, Capital Markets, Credit Derivatives, Hedge Funds, Private Equity, Funding, Equities
Education
University of Miami - School of Business 2001 — 2003
MBA, Finance, General
The University of Connecticut School of Business 1995 — 1997
Bachelor of Science Business Administration, Finane
Westhill High School 1988 — 1992
Finance
Jefferies & Company January 2013 - Present
UBS August 2011 - December 2012
Barclays Capital September 2008 - August 2011
Lehman Brothers May 2003 - September 2008
Knight Securities September 2000 - December 2001
Goldman Sachs May 1997 - August 2000
GE Capital 1995 - 1997
Skills
CLO, Alternative Investments, Structured Products, Investment Banking, Securitization, CDO, Structured Finance, Fixed Income, Capital Markets, Credit Derivatives, Hedge Funds, Private Equity, Funding, Equities
Education
University of Miami - School of Business 2001 — 2003
MBA, Finance, General
The University of Connecticut School of Business 1995 — 1997
Bachelor of Science Business Administration, Finane
Westhill High School 1988 — 1992
Finance
Susanna Mesa's Jefferies & Company Experience October 2008 - February 2011
Job Vice President of Finance, US Investor Relations & Strategy at DBV Technologies
Industry Biotechnology
Experience
DBV Technologies April 2014 - Present
The Trout Group July 2012 - March 2014
The Leukemia & Lymphoma Society March 2011 - June 2012
Jefferies & Company October 2008 - February 2011
Lehman Brothers May 2007 - August 2007
Skills
Bloomberg, Capital Markets, Financial Analysis, Equities, Series 7, Corporate Development, Equity Research, Hedge Funds, Venture Capital, Strategy, Finance
Education
The University of Georgia 2004 — 2008
Bachelor of Arts (BA)
DBV Technologies April 2014 - Present
The Trout Group July 2012 - March 2014
The Leukemia & Lymphoma Society March 2011 - June 2012
Jefferies & Company October 2008 - February 2011
Lehman Brothers May 2007 - August 2007
Skills
Bloomberg, Capital Markets, Financial Analysis, Equities, Series 7, Corporate Development, Equity Research, Hedge Funds, Venture Capital, Strategy, Finance
Education
The University of Georgia 2004 — 2008
Bachelor of Arts (BA)
Mark Tanaka's Jefferies & Company Experience June 1986 - May 1988
Job Owner, Sanno Point Capital Management
Industry Financial Services
Experience
Sanno Point Capital Management July 2004 - March 2009
Deutsche Bank October 1993 - July 2004
Federal Reserve Bank of New York September 1988 - May 1991
Jefferies & Company June 1986 - May 1988
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
The London School of Economics and Political Science (LSE) 1985 — 1988
BSc, Econometrics
Mill Hill School 1983 — 1985
A-Levels
Pullman High School 1981 — 1983
Sanno Point Capital Management July 2004 - March 2009
Deutsche Bank October 1993 - July 2004
Federal Reserve Bank of New York September 1988 - May 1991
Jefferies & Company June 1986 - May 1988
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
The London School of Economics and Political Science (LSE) 1985 — 1988
BSc, Econometrics
Mill Hill School 1983 — 1985
A-Levels
Pullman High School 1981 — 1983
Rohit Dewan, CFA's Jefferies & Company Experience May 2005 - June 2007
Job Vice President, Investor Relations at Springleaf Financial
Industry Financial Services
Experience
Springleaf Financial Services July 2015 - Present
Consumer Financial Protection Bureau May 2012 - June 2015
Olm Capital August 2009 - May 2012
RidgeWorth Investments June 2007 - August 2009
Jefferies & Company May 2005 - June 2007
Prudential Equity Group April 2004 - May 2005
Mckee and Schalka Real Estate Consulting September 2003 - April 2004
Skills
Asset Management, Valuation, Financial Modeling, Equities, Portfolio Management, Financial Analysis, Equity Research, Bloomberg, Series 7, Excel, Hedge Funds, Financial Markets, Financial Regulation, Financial Services, Finance
Education
The Johns Hopkins University 1999 — 2003
BA, Economics
Springleaf Financial Services July 2015 - Present
Consumer Financial Protection Bureau May 2012 - June 2015
Olm Capital August 2009 - May 2012
RidgeWorth Investments June 2007 - August 2009
Jefferies & Company May 2005 - June 2007
Prudential Equity Group April 2004 - May 2005
Mckee and Schalka Real Estate Consulting September 2003 - April 2004
Skills
Asset Management, Valuation, Financial Modeling, Equities, Portfolio Management, Financial Analysis, Equity Research, Bloomberg, Series 7, Excel, Hedge Funds, Financial Markets, Financial Regulation, Financial Services, Finance
Education
The Johns Hopkins University 1999 — 2003
BA, Economics
Avery Kranz's Jefferies & Company Experience January 2011 - April 2012
Job Chief Compliance Officer at KGS Alpha Capital Markets
Industry Capital Markets
Experience
KGS Alpha Capital Markets April 2012 - Present
Jefferies & Company January 2011 - April 2012
Citadel Investment Group November 2009 - August 2010
Citigroup March 2004 - October 2009
Dresdner Kleinwort October 1997 - March 2004
Barclays Bank February 1992 - September 1997
Skills
Derivatives, FX, Policy, Money Market, Fixed Income, Capital Markets, FX Options, Investment Banking, Securities, Risk Management, Asset Management, Equities, Financial Risk
Education
The George Washington University - School of Business 1990 — 1991
MBA, International Business Finance
The George Washington University - School of Business 1984 — 1988
BA, Finance
KGS Alpha Capital Markets April 2012 - Present
Jefferies & Company January 2011 - April 2012
Citadel Investment Group November 2009 - August 2010
Citigroup March 2004 - October 2009
Dresdner Kleinwort October 1997 - March 2004
Barclays Bank February 1992 - September 1997
Skills
Derivatives, FX, Policy, Money Market, Fixed Income, Capital Markets, FX Options, Investment Banking, Securities, Risk Management, Asset Management, Equities, Financial Risk
Education
The George Washington University - School of Business 1990 — 1991
MBA, International Business Finance
The George Washington University - School of Business 1984 — 1988
BA, Finance
Dan Plate's Jefferies & Company Experience July 2009 - December 2011
Job Assistant Vice President at EIG Global Energy Partners
Industry Investment Banking
Experience
EIG Global Energy Partners January 2012 - Present
Jefferies & Company July 2009 - December 2011
Skills
Social Media Marketing, Financial Modeling, Energy, Marketing Strategy, Investment Banking, Due Diligence
Education
Texas Christian University 2005 — 2009
BBA, Finance / Marketing
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance/Marketing
EIG Global Energy Partners January 2012 - Present
Jefferies & Company July 2009 - December 2011
Skills
Social Media Marketing, Financial Modeling, Energy, Marketing Strategy, Investment Banking, Due Diligence
Education
Texas Christian University 2005 — 2009
BBA, Finance / Marketing
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance/Marketing
Benjamin Nolan's Jefferies & Company Experience June 2005 - April 2011
Job Director at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. May 2013 - Present
Knight Capital Group April 2011 - May 2013
Jefferies & Company June 2005 - April 2011
EOG Resources 2002 - 2005
Sterling Bank 2000 - 2002
Education
University of Houston 2001 — 2003
MBA
Texas A&M University 1996 — 2000
BBA, Finanace
Stifel Financial Corp. May 2013 - Present
Knight Capital Group April 2011 - May 2013
Jefferies & Company June 2005 - April 2011
EOG Resources 2002 - 2005
Sterling Bank 2000 - 2002
Education
University of Houston 2001 — 2003
MBA
Texas A&M University 1996 — 2000
BBA, Finanace
Christopher Yu's Jefferies & Company Experience 2010 - 2012
Job Product Lead at Betable
Industry Internet
Experience
Betable January 2015 - Present
Kabam 2013 - 2015
TriplePoint Capital 2012 - 2013
Jefferies & Company 2010 - 2012
Skills
Product Management, Product Marketing, Go-to-market Strategy, Business Strategy, Product Design, Game Design, Entrepreneurship, Leadership, Business Operations, Data Analysis, Finance, Venture Capital, Investments, Start-ups, Investment Banking, Mergers & Acquisitions, Capital Markets, IPO, Financial Modeling, Valuation, Sell Side, Buy-side, Financial Analysis, Due Diligence, Mentoring
Education
University of California, Los Angeles
B.A., Economics / Accounting / Human Complex Systems
The University of Hong Kong
Economics of Globalization
Betable January 2015 - Present
Kabam 2013 - 2015
TriplePoint Capital 2012 - 2013
Jefferies & Company 2010 - 2012
Skills
Product Management, Product Marketing, Go-to-market Strategy, Business Strategy, Product Design, Game Design, Entrepreneurship, Leadership, Business Operations, Data Analysis, Finance, Venture Capital, Investments, Start-ups, Investment Banking, Mergers & Acquisitions, Capital Markets, IPO, Financial Modeling, Valuation, Sell Side, Buy-side, Financial Analysis, Due Diligence, Mentoring
Education
University of California, Los Angeles
B.A., Economics / Accounting / Human Complex Systems
The University of Hong Kong
Economics of Globalization
Alex Mack's Jefferies & Company Experience March 2012 - Present
Job Leveraged Finance at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company March 2012 - Present
Cowen and Company January 2010 - November 2011
Piper Jaffray July 2009 - January 2010
Blackthorn Investment Group May 2008 - August 2008
Education
University of Kansas 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Jefferies & Company March 2012 - Present
Cowen and Company January 2010 - November 2011
Piper Jaffray July 2009 - January 2010
Blackthorn Investment Group May 2008 - August 2008
Education
University of Kansas 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Victoria Yarisantos's Jefferies & Company Experience June 2010 - Present
Job Associate at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2010 - Present
JPMorgan Chase November 2006 - June 2010
CIBC July 2006 - October 2006
Skills
Bloomberg, Capital Markets, Finance, Fixed Income, Investment Banking, Trading, Hedge Funds
Education
Stony Brook University 2002 — 2006
Bachelor of Arts (BA), Economics
Jefferies & Company June 2010 - Present
JPMorgan Chase November 2006 - June 2010
CIBC July 2006 - October 2006
Skills
Bloomberg, Capital Markets, Finance, Fixed Income, Investment Banking, Trading, Hedge Funds
Education
Stony Brook University 2002 — 2006
Bachelor of Arts (BA), Economics
Joshua Jennings's Jefferies & Company Experience January 2007 - June 2011
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2011 - Present
Jefferies & Company January 2007 - June 2011
Massachusetts General Hospital July 2002 - December 2006
Massachusetts General Hospital July 1998 - June 2002
Education
Temple University School of Medicine 1994 — 1998
M.D., Medicine
Yale University 1990 — 1994
BS, Biology
Cowen and Company July 2011 - Present
Jefferies & Company January 2007 - June 2011
Massachusetts General Hospital July 2002 - December 2006
Massachusetts General Hospital July 1998 - June 2002
Education
Temple University School of Medicine 1994 — 1998
M.D., Medicine
Yale University 1990 — 1994
BS, Biology
Javid Abdul's Jefferies & Company Experience December 2003 - Present
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company December 2003 - Present
Broadview International July 1997 - December 2003
American Stock Exchange March 1994 - July 1997
Skills
Business Analysis, Financial Analysis, IT Strategy, Project Management, Vendor Management, Mergers, SDLC, Disaster Recovery, Market Data, Investment Banking, Financial Services, Cloud Computing, Infrastructure, Finance, Asset Managment, Portfolio Management, Risk Management
Education
Stevens Institute of Technology 2007 — 2009
Master of Science (MS), Management Information Systems, General
Jefferies & Company December 2003 - Present
Broadview International July 1997 - December 2003
American Stock Exchange March 1994 - July 1997
Skills
Business Analysis, Financial Analysis, IT Strategy, Project Management, Vendor Management, Mergers, SDLC, Disaster Recovery, Market Data, Investment Banking, Financial Services, Cloud Computing, Infrastructure, Finance, Asset Managment, Portfolio Management, Risk Management
Education
Stevens Institute of Technology 2007 — 2009
Master of Science (MS), Management Information Systems, General
Brandon Angus's Jefferies & Company Experience April 2004 - February 2011
Job Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2012 - Present
Pershing March 2011 - July 2012
Jefferies & Company April 2004 - February 2011
Neuberger Berman June 1998 - April 2004
Lehman Brothers 1998 - 2004
Charles Schwab 1996 - 1998
Skills
Hedge Funds, Prime Brokerage, New Business Development, Marketing, Clearing, Electronic Trading...
Education
The University of Akron
BSBA, Finance
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2012 - Present
Pershing March 2011 - July 2012
Jefferies & Company April 2004 - February 2011
Neuberger Berman June 1998 - April 2004
Lehman Brothers 1998 - 2004
Charles Schwab 1996 - 1998
Skills
Hedge Funds, Prime Brokerage, New Business Development, Marketing, Clearing, Electronic Trading...
Education
The University of Akron
BSBA, Finance
Hector Mugurusa's Jefferies & Company Experience September 2008 - Present
Job Product Manager at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company September 2008 - Present
Helix Financial January 2006 - September 2008
Dealogic November 2003 - January 2006
Skills
Management, Business Analysis, Trading Systems, Equities, Fixed Income, CRM, Investment Banking, Project Management, Capital Markets, Derivatives, SDLC, Market Data, Vendor Management, Financial Services, Electronic Trading, Trading, Financial Markets, Process Improvement, Equity Derivatives, SQL, Product Management, Bloomberg, Options
Education
Stevens Institute of Technology 1997 — 2002
Bachelor of Engineering (B.E.), Computer Engineering
Jefferies & Company September 2008 - Present
Helix Financial January 2006 - September 2008
Dealogic November 2003 - January 2006
Skills
Management, Business Analysis, Trading Systems, Equities, Fixed Income, CRM, Investment Banking, Project Management, Capital Markets, Derivatives, SDLC, Market Data, Vendor Management, Financial Services, Electronic Trading, Trading, Financial Markets, Process Improvement, Equity Derivatives, SQL, Product Management, Bloomberg, Options
Education
Stevens Institute of Technology 1997 — 2002
Bachelor of Engineering (B.E.), Computer Engineering
Jonathan Olsen's Jefferies & Company Experience July 2010 - February 2012
Job Managing Director, Head of Capital Markets at Invitation Homes
Industry Real Estate
Experience
Invitation Homes April 2013 - Present
Invitation Homes June 2012 - April 2013
Jefferies & Company July 2010 - February 2012
Goldman Sachs April 2007 - June 2008
Banc of America Securities September 2003 - April 2007
CENTER FOR PRIVATE EQUITY AND ENTREPRENEURSHIP June 2002 - September 2002
PepsiCo July 2000 - July 2001
Cowen and Company March 1998 - June 2000
UBS Investment Bank October 1996 - March 1998
Skills
Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Asset Management, Real Estate, Capital Markets, Private Equity, Valuation, Financial Modeling, Corporate Finance, Asset Managment, Due Diligence, Real Estate Economics, Equities, CMBS, Financial Analysis, Financial Structuring, LBO, Alternative Investments, Structured Finance, Hedge Funds, Investment Properties, Real Estate Financing, Corporate Development, Asset Dispositions, Entrepreneurship, Leases, Acquisitions, Finance, Strategy, Residential Homes, Disposition, Real Estate Private..., Investor Relations
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, General Management, Finance, Accounting, Real Estate
University of Pennsylvania 1992 — 1996
BA, Economics, English
Thomas Worthington High School 1988 — 1992
Invitation Homes April 2013 - Present
Invitation Homes June 2012 - April 2013
Jefferies & Company July 2010 - February 2012
Goldman Sachs April 2007 - June 2008
Banc of America Securities September 2003 - April 2007
CENTER FOR PRIVATE EQUITY AND ENTREPRENEURSHIP June 2002 - September 2002
PepsiCo July 2000 - July 2001
Cowen and Company March 1998 - June 2000
UBS Investment Bank October 1996 - March 1998
Skills
Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Asset Management, Real Estate, Capital Markets, Private Equity, Valuation, Financial Modeling, Corporate Finance, Asset Managment, Due Diligence, Real Estate Economics, Equities, CMBS, Financial Analysis, Financial Structuring, LBO, Alternative Investments, Structured Finance, Hedge Funds, Investment Properties, Real Estate Financing, Corporate Development, Asset Dispositions, Entrepreneurship, Leases, Acquisitions, Finance, Strategy, Residential Homes, Disposition, Real Estate Private..., Investor Relations
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, General Management, Finance, Accounting, Real Estate
University of Pennsylvania 1992 — 1996
BA, Economics, English
Thomas Worthington High School 1988 — 1992
Joseph Daher's Jefferies & Company Experience November 2004 - September 2013
Job Managing Director at Amherst Pierpont Securities
Industry Financial Services
Experience
Amherst Pierpont Securities LLC March 2014 - Present
Jefferies & Company November 2004 - September 2013
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Financial Modeling, Fixed Income, Equities, Hedge Funds, Investment Banking, High Yield, Valuation, Credit Derivatives, Structured Products, Bonds, Investments
Education
The University of Chicago Booth School of Business 1974 — 1976
MBA, FInance, Accounting
Amherst Pierpont Securities LLC March 2014 - Present
Jefferies & Company November 2004 - September 2013
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Financial Modeling, Fixed Income, Equities, Hedge Funds, Investment Banking, High Yield, Valuation, Credit Derivatives, Structured Products, Bonds, Investments
Education
The University of Chicago Booth School of Business 1974 — 1976
MBA, FInance, Accounting
Mark Crouch's Jefferies & Company Experience 2004 - 2005
Job Vice President at Rabobank International
Industry Financial Services
Experience
Rabobank International January 2014 - Present
Twin Paddles Group September 2012 - Present
Orchards Healthcare Limited June 2012 - Present
Protiviti April 2011 - July 2012
Bridge Associates LLC October 2008 - December 2010
ING Capital March 2005 - September 2008
Jefferies & Company 2004 - 2005
ABN AMRO 2001 - 2001
UMB Bank 1995 - 1999
KMPG 1993 - 1994
Skills
Restructuring, Valuation, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Mergers, Investment Banking, Capital Markets, Leveraged Finance, Mergers & Acquisitions, Bankruptcy, Business Valuation, M&A experience, Financial Structuring, Finance, Financial Analysis
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance
The University of Kansas 1988 — 1992
BS, Accounting & Business Administration
Rabobank International January 2014 - Present
Twin Paddles Group September 2012 - Present
Orchards Healthcare Limited June 2012 - Present
Protiviti April 2011 - July 2012
Bridge Associates LLC October 2008 - December 2010
ING Capital March 2005 - September 2008
Jefferies & Company 2004 - 2005
ABN AMRO 2001 - 2001
UMB Bank 1995 - 1999
KMPG 1993 - 1994
Skills
Restructuring, Valuation, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Mergers, Investment Banking, Capital Markets, Leveraged Finance, Mergers & Acquisitions, Bankruptcy, Business Valuation, M&A experience, Financial Structuring, Finance, Financial Analysis
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance
The University of Kansas 1988 — 1992
BS, Accounting & Business Administration
Chris Cingari's Jefferies & Company Experience June 2010 - March 2014
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2014 - Present
Jefferies & Company June 2010 - March 2014
Van Eck Global August 2007 - June 2010
Wells Fargo & Company April 2005 - August 2007
Renaissance Restoration Incorporated September 2003 - January 2005
TD Waterhouse Investors Services June 2000 - September 2003
Skills
Series 7, Alternative Investments, Mutual Funds, Series 63, Equities, Fixed Income, Hedge Funds, Securities, Investment Strategies, ETFs, Asset Allocation, Bloomberg, Asset Management, Investment Management
Education
Stony Brook University 1996 — 2000
BA, Economics
OppenheimerFunds June 2014 - Present
Jefferies & Company June 2010 - March 2014
Van Eck Global August 2007 - June 2010
Wells Fargo & Company April 2005 - August 2007
Renaissance Restoration Incorporated September 2003 - January 2005
TD Waterhouse Investors Services June 2000 - September 2003
Skills
Series 7, Alternative Investments, Mutual Funds, Series 63, Equities, Fixed Income, Hedge Funds, Securities, Investment Strategies, ETFs, Asset Allocation, Bloomberg, Asset Management, Investment Management
Education
Stony Brook University 1996 — 2000
BA, Economics
James McLain's Jefferies & Company Experience April 2004 - April 2008
Job Managing Director at Coker Capital Advisors
Industry Investment Banking
Experience
Coker Capital Advisors January 2015 - Present
Brown Brothers Harriman 2009 - October 2014
Jefferies & Company April 2004 - April 2008
Credit Suisse First Boston August 1998 - March 2001
Smith Barney Inc. 1994 - 1996
Skills
Equities, Investment Banking, Private Equity, Valuation, Financial Modeling, Chartered Financial..., Capital Markets, Bloomberg
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
Williams College 1989 — 1993
Bachelor of Arts (B.A.), Philosophy
Phillips Academy
Coker Capital Advisors January 2015 - Present
Brown Brothers Harriman 2009 - October 2014
Jefferies & Company April 2004 - April 2008
Credit Suisse First Boston August 1998 - March 2001
Smith Barney Inc. 1994 - 1996
Skills
Equities, Investment Banking, Private Equity, Valuation, Financial Modeling, Chartered Financial..., Capital Markets, Bloomberg
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
Williams College 1989 — 1993
Bachelor of Arts (B.A.), Philosophy
Phillips Academy
Jennifer Shen's Jefferies & Company Experience June 2012 - January 2014
Job Assistant Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2014 - Present
Jefferies & Company June 2012 - January 2014
Ernst & Young July 2010 - April 2012
Ernst & Young August 2007 - July 2010
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2007
Master, Finance
UBS Wealth Management January 2014 - Present
Jefferies & Company June 2012 - January 2014
Ernst & Young July 2010 - April 2012
Ernst & Young August 2007 - July 2010
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2007
Master, Finance
Simon Langdon's Jefferies & Company Experience March 2011 - July 2015
Job MD Head of Business Development at Leucadia Asset Management LLC
Industry Investment Management
Experience
Leucadia Asset Management LLC August 2015 - Present
Jefferies & Company March 2011 - July 2015
SB Schonfeld Fund Advisors September 2008 - March 2011
Hite Capital Management, LLC April 2004 - June 2008
Vector Capital Management, LLC February 1997 - March 2004
Dow Jones March 1993 - January 1997
Dow Jones Telerate 1989 - 1993
TradeCenter 1987 - 1989
Shearson Lehman 1984 - 1987
Xerox 1982 - 1984
Skills
Hedge Funds, Equities, Business Development, Portfolio Management, Trading, Fixed Income, Private Equity, Corporate Finance, Alternative Investments, Investment Strategies, Asset Managment, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1982
BS, Marketing
Westchester Community College 1978 — 1980
AS, Management
Leucadia Asset Management LLC August 2015 - Present
Jefferies & Company March 2011 - July 2015
SB Schonfeld Fund Advisors September 2008 - March 2011
Hite Capital Management, LLC April 2004 - June 2008
Vector Capital Management, LLC February 1997 - March 2004
Dow Jones March 1993 - January 1997
Dow Jones Telerate 1989 - 1993
TradeCenter 1987 - 1989
Shearson Lehman 1984 - 1987
Xerox 1982 - 1984
Skills
Hedge Funds, Equities, Business Development, Portfolio Management, Trading, Fixed Income, Private Equity, Corporate Finance, Alternative Investments, Investment Strategies, Asset Managment, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1982
BS, Marketing
Westchester Community College 1978 — 1980
AS, Management
Geer Blalock's Jefferies & Company Experience 2006 - 2008
Job Director, Denham Capital Management
Industry Venture Capital & Private Equity
Experience
Denham Capital 2008 - Present
Jefferies & Company 2006 - 2008
Education
The University of Texas at Austin 2002 — 2006
Denham Capital 2008 - Present
Jefferies & Company 2006 - 2008
Education
The University of Texas at Austin 2002 — 2006
Jeff Kravitz's Jefferies & Company Experience February 2005 - April 2005
Job Systems Engineer / Project Manager at Redstone IT
Industry Information Technology and Services
Experience
Redstone IT April 2007 - Present
Pfizer October 2006 - March 2007
Gitterman Gallery / art2art / Kaz Graphics / Christie's Auction House October 2004 - October 2006
Jefferies & Company February 2005 - April 2005
Prudential Financial August 1999 - November 2004
Education
Stony Brook University 1989 — 1993
BA, Political Science / Psychology
Redstone IT April 2007 - Present
Pfizer October 2006 - March 2007
Gitterman Gallery / art2art / Kaz Graphics / Christie's Auction House October 2004 - October 2006
Jefferies & Company February 2005 - April 2005
Prudential Financial August 1999 - November 2004
Education
Stony Brook University 1989 — 1993
BA, Political Science / Psychology
David Svenson's Jefferies & Company Experience November 2007 - June 2010
Job Director of IT Audit, TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
Morgan Stanley January 2013 - December 2013
Morgan Stanley June 2010 - December 2012
Jefferies & Company November 2007 - June 2010
Jefferies International Limited November 2007 - May 2009
JPMorgan Chase 1999 - 2007
JPMC 1999 - 2007
JP Morgan 1999 - 2007
JPMorganChase 1999 - 2007
JPMorgan 1999 - 2007
Skills
Asset Managment, ITIL, Infrastructure, Business Strategy, Leveraged Finance, Risk Management, Asset Management, Fixed Income, Business Process, Credit Derivatives, Credit Risk, Derivatives, Equities, Finance, Financial Risk, Financial Services, Internal Audit, Management, Market Risk, Program Management, Securities, Structured Products, Business Continuity
Education
University of Canberra 1992 — 1994
Post Grad, Information Systems
The Australian National University 1990 — 1994
Bachelor of Commerce and Science, Accounting
The Australian National University 1989 — 1993
BSC/BCOM, Accounting, Economics, Psychology
TD Ameritrade January 2014 - Present
Morgan Stanley January 2013 - December 2013
Morgan Stanley June 2010 - December 2012
Jefferies & Company November 2007 - June 2010
Jefferies International Limited November 2007 - May 2009
JPMorgan Chase 1999 - 2007
JPMC 1999 - 2007
JP Morgan 1999 - 2007
JPMorganChase 1999 - 2007
JPMorgan 1999 - 2007
Skills
Asset Managment, ITIL, Infrastructure, Business Strategy, Leveraged Finance, Risk Management, Asset Management, Fixed Income, Business Process, Credit Derivatives, Credit Risk, Derivatives, Equities, Finance, Financial Risk, Financial Services, Internal Audit, Management, Market Risk, Program Management, Securities, Structured Products, Business Continuity
Education
University of Canberra 1992 — 1994
Post Grad, Information Systems
The Australian National University 1990 — 1994
Bachelor of Commerce and Science, Accounting
The Australian National University 1989 — 1993
BSC/BCOM, Accounting, Economics, Psychology
Richard Agabs's Jefferies & Company Experience July 2006 - Present
Job Managing Director
Industry Investment Banking
Experience
Jefferies & Company July 2006 - Present
Banc of America Securities August 2004 - June 2006
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2000 - July 2004
Education
The George Washington University Law School 1997 — 2000
JD, Law
University at Albany, SUNY 1994 — 1996
BA, Political Science
Jefferies & Company July 2006 - Present
Banc of America Securities August 2004 - June 2006
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2000 - July 2004
Education
The George Washington University Law School 1997 — 2000
JD, Law
University at Albany, SUNY 1994 — 1996
BA, Political Science
Mort Aasland's Jefferies & Company Experience September 2005 - Present
Job VP Equities Compliance at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company September 2005 - Present
Merrill Lynch March 1998 - February 2005
NASDAQ 1997 - 1998
NASD 1996 - 1997
National Association of Securities Dealers 1996 - 1997
Skills
Series 24, FINRA, Series 7, Series 63, series 55
Education
The College of New Jersey 1991 — 1995
BS, Business
Jefferies & Company September 2005 - Present
Merrill Lynch March 1998 - February 2005
NASDAQ 1997 - 1998
NASD 1996 - 1997
National Association of Securities Dealers 1996 - 1997
Skills
Series 24, FINRA, Series 7, Series 63, series 55
Education
The College of New Jersey 1991 — 1995
BS, Business
Greg Resnansky's Jefferies & Company Experience 1994 - 2005
Job Sales Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald 2007 - Present
Tejas Securities Group, Inc. 2005 - 2007
Jefferies & Company 1994 - 2005
Skills
Series 7, Equities, Equity Trading, Trading, Securities
Education
The University of Texas at Austin 1987 — 1992
Bachelor of Arts (BA), Economics
L'Institut de Touraine
French Studies
Cantor Fitzgerald 2007 - Present
Tejas Securities Group, Inc. 2005 - 2007
Jefferies & Company 1994 - 2005
Skills
Series 7, Equities, Equity Trading, Trading, Securities
Education
The University of Texas at Austin 1987 — 1992
Bachelor of Arts (BA), Economics
L'Institut de Touraine
French Studies
Raj Dookharan's Jefferies & Company Experience January 2011 - July 2011
Job KYC Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
Jefferies & Company January 2011 - July 2011
Barclays Capital July 2010 - December 2010
RBS Global Banking & Markets November 2009 - June 2010
Deutsche Bank Securities December 2000 - December 2008
Citigroup August 1998 - December 2000
Skills
AML, Fixed Income, Equities, KYC, Hedge Funds, Banking, Due Diligence, OFAC, Trading, Financial Risk, USA PATRIOT Act, Bloomberg, Options, Settlement, FINRA, Securities, Middle Office, Investment Banking
Education
The University of Texas at Arlington - College of Business Administration 1987 — 1989
BBA, Finance
BNY Mellon August 2011 - Present
Jefferies & Company January 2011 - July 2011
Barclays Capital July 2010 - December 2010
RBS Global Banking & Markets November 2009 - June 2010
Deutsche Bank Securities December 2000 - December 2008
Citigroup August 1998 - December 2000
Skills
AML, Fixed Income, Equities, KYC, Hedge Funds, Banking, Due Diligence, OFAC, Trading, Financial Risk, USA PATRIOT Act, Bloomberg, Options, Settlement, FINRA, Securities, Middle Office, Investment Banking
Education
The University of Texas at Arlington - College of Business Administration 1987 — 1989
BBA, Finance
Niki Cavadas's Jefferies & Company Experience July 2013 - Present
Job Credit Suisse U.S Regulatory Execution
Industry Financial Services
Experience
Credit Suisse April 2015 - Present
Jefferies & Company July 2013 - Present
HSBC Securities July 2010 - July 2013
RBC Capital Markets September 2009 - August 2010
Deutsche Bank December 1999 - November 2009
Deutsche bank 1999 - 2009
Deutsche Bank -London November 1998 - December 1999
Merrill Lynch February 1998 - November 1999
Merrill Lynch February 1996 - November 1999
Price Waterhouse 1994 - 1996
Skills
Credit Risk, Equities, Financial Analysis, Finance, Financial Risk, Financial Reporting, Fixed Income, Risk Management, Trading, Valuation, Capital Markets, FX Options
Education
The University of Queensland
Bachelors
Credit Suisse April 2015 - Present
Jefferies & Company July 2013 - Present
HSBC Securities July 2010 - July 2013
RBC Capital Markets September 2009 - August 2010
Deutsche Bank December 1999 - November 2009
Deutsche bank 1999 - 2009
Deutsche Bank -London November 1998 - December 1999
Merrill Lynch February 1998 - November 1999
Merrill Lynch February 1996 - November 1999
Price Waterhouse 1994 - 1996
Skills
Credit Risk, Equities, Financial Analysis, Finance, Financial Risk, Financial Reporting, Fixed Income, Risk Management, Trading, Valuation, Capital Markets, FX Options
Education
The University of Queensland
Bachelors
Blair Morrison's Jefferies & Company Experience July 2009 - July 2011
Job Associate at Dos Rios Partners
Industry Financial Services
Experience
Dos Rios Partners August 2013 - Present
Fisher Lynch Capital July 2011 - June 2013
Jefferies & Company July 2009 - July 2011
Enspire Learning June 2007 - August 2007
Kool Stuff by Blair July 2001 - August 2006
Emily Armenta Designs July 2005 - August 2005
Skills
Investment Banking, Valuation, Microsoft Excel, Private Equity, Financial Modeling, Capital Markets, Mergers & Acquisitions, Corporate Finance, LBO, Finance, Venture Capital, Bloomberg, Corporate Development, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2009
BBA, Business Honors
The University of Texas at Austin 2005 — 2009
Plan II, Business Honors, Liberal Arts, Business
Memorial High School 2001 — 2005
Dos Rios Partners August 2013 - Present
Fisher Lynch Capital July 2011 - June 2013
Jefferies & Company July 2009 - July 2011
Enspire Learning June 2007 - August 2007
Kool Stuff by Blair July 2001 - August 2006
Emily Armenta Designs July 2005 - August 2005
Skills
Investment Banking, Valuation, Microsoft Excel, Private Equity, Financial Modeling, Capital Markets, Mergers & Acquisitions, Corporate Finance, LBO, Finance, Venture Capital, Bloomberg, Corporate Development, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2009
BBA, Business Honors
The University of Texas at Austin 2005 — 2009
Plan II, Business Honors, Liberal Arts, Business
Memorial High School 2001 — 2005
Ali Kouros's Jefferies & Company Experience January 2007 - September 2010
Job VP EIG Global Energy Partners
Industry Investment Management
Experience
EIG Global Energy Partners September 2010 - Present
Jefferies & Company January 2007 - September 2010
Sabco Oil and Gas February 2003 - January 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, Equities, Corporate Finance, Natural Gas, Energy, Mergers, Fixed Income, Financial Structuring, Project Finance, Bloomberg, Asset Managment, Derivatives, Hedge Funds, Portfolio Management, Investments, Financial Analysis, Alternative Investments, Acquisitions, Mergers & Acquisitions, Asset Management, Market Risk, Banking, Valuation, System Monitoring, Calculations, Competitive Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
MFIN, Finance
The University of Texas at Austin 1997 — 2002
BS, Petroleum Engineering
EIG Global Energy Partners September 2010 - Present
Jefferies & Company January 2007 - September 2010
Sabco Oil and Gas February 2003 - January 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, Equities, Corporate Finance, Natural Gas, Energy, Mergers, Fixed Income, Financial Structuring, Project Finance, Bloomberg, Asset Managment, Derivatives, Hedge Funds, Portfolio Management, Investments, Financial Analysis, Alternative Investments, Acquisitions, Mergers & Acquisitions, Asset Management, Market Risk, Banking, Valuation, System Monitoring, Calculations, Competitive Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
MFIN, Finance
The University of Texas at Austin 1997 — 2002
BS, Petroleum Engineering
Sumon Chaudhuri's Jefferies & Company Experience June 2007 - March 2008
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch November 2009 - December 2012
Jefferies & Company June 2007 - March 2008
Jefferies & Company April 2005 - June 2007
Education
The University of Texas at Austin 1997 — 2001
Bachelors of Business Administration, Finance, Accounting, Math, Economics
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch November 2009 - December 2012
Jefferies & Company June 2007 - March 2008
Jefferies & Company April 2005 - June 2007
Education
The University of Texas at Austin 1997 — 2001
Bachelors of Business Administration, Finance, Accounting, Math, Economics
Andrew Fell's Jefferies & Company Experience 2011 - 2012
Job Global Macro Portfolio Manager, Foreign Exchange & Interest Rate Derivative Trader
Industry Capital Markets
Experience
Deutsche Bank 2013 - December 2014
Jefferies & Company 2011 - 2012
Diamond Notch 2009 - 2011
Bank of America 2008 - 2009
NorOdin Investment Management 2004 - 2007
JPMorgan Chase 1994 - 2004
Skills
FX Options, Market Data, Swaps, Portfolio Management, Hedge Funds, Fixed Income, Equities, Trading Systems, Foreign Exchange, Trading, Rates, Strategy, Global Macro, Options, Bonds, Capital Markets, Derivatives
Education
Syracuse University 1990 — 1993
Bachelor of Science, Finance, Economics, Marketing
Deutsche Bank 2013 - December 2014
Jefferies & Company 2011 - 2012
Diamond Notch 2009 - 2011
Bank of America 2008 - 2009
NorOdin Investment Management 2004 - 2007
JPMorgan Chase 1994 - 2004
Skills
FX Options, Market Data, Swaps, Portfolio Management, Hedge Funds, Fixed Income, Equities, Trading Systems, Foreign Exchange, Trading, Rates, Strategy, Global Macro, Options, Bonds, Capital Markets, Derivatives
Education
Syracuse University 1990 — 1993
Bachelor of Science, Finance, Economics, Marketing
Bryan Batory, CFA's Jefferies & Company Experience August 2010 - February 2015
Job Analyst at Numerus Partners LLC
Industry Investment Management
Experience
Millennium Management February 2015 - Present
Jefferies & Company August 2010 - February 2015
Bank of America Merrill Lynch March 2010 - July 2010
Fifth Third Bancorp June 2006 - March 2010
Education
The Ohio State University Fisher College of Business 2002 — 2006
Bachelor of Science, Finance and Marketing
Millennium Management February 2015 - Present
Jefferies & Company August 2010 - February 2015
Bank of America Merrill Lynch March 2010 - July 2010
Fifth Third Bancorp June 2006 - March 2010
Education
The Ohio State University Fisher College of Business 2002 — 2006
Bachelor of Science, Finance and Marketing
Jud Bailey's Jefferies & Company Experience March 2000 - May 2012
Job Oil Service Analyst
Industry Research
Experience
Wells Fargo Securities July 2014 - Present
ISI Group May 2012 - March 2014
Jefferies & Company March 2000 - May 2012
Skills
Asset Management, Bloomberg, Capital Markets, Competitive Analysis, Corporate Finance, Energy, Alternative Investments, Equities, Equity Capital Markets, Equity Research, Equity Trading, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Investments, Private Equity, Series 7, Valuation
Education
Texas A&M University 1991 — 1995
Bachelor of Business Administration (BBA)
Wells Fargo Securities July 2014 - Present
ISI Group May 2012 - March 2014
Jefferies & Company March 2000 - May 2012
Skills
Asset Management, Bloomberg, Capital Markets, Competitive Analysis, Corporate Finance, Energy, Alternative Investments, Equities, Equity Capital Markets, Equity Research, Equity Trading, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Investments, Private Equity, Series 7, Valuation
Education
Texas A&M University 1991 — 1995
Bachelor of Business Administration (BBA)
Charlie Shreve's Jefferies & Company Experience March 2011 - July 2013
Job Associate at Keystone Capital, Inc.
Industry Venture Capital & Private Equity
Experience
Keystone Capital, Inc. August 2013 - Present
Jefferies & Company March 2011 - July 2013
Cowen Group December 2009 - February 2011
Education
The University of Kansas 2005 — 2009
BA, Finance
Keystone Capital, Inc. August 2013 - Present
Jefferies & Company March 2011 - July 2013
Cowen Group December 2009 - February 2011
Education
The University of Kansas 2005 — 2009
BA, Finance
Craig Nolan's Jefferies & Company Experience 2006 - 2010
Job Client Advisor at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2010 - Present
Jefferies & Company 2006 - 2010
Skills
Equities, Series 7, Private Equity, Equity Trading, Venture Capital, Trading, Bloomberg, Financial Analysis, Hedge Funds, Investment Banking
Education
The Ohio State University 2002 — 2006
Deutsche Bank November 2010 - Present
Jefferies & Company 2006 - 2010
Skills
Equities, Series 7, Private Equity, Equity Trading, Venture Capital, Trading, Bloomberg, Financial Analysis, Hedge Funds, Investment Banking
Education
The Ohio State University 2002 — 2006
Jeffry Jacob's Jefferies & Company Experience August 2011 - August 2012
Job Experienced Finance Professional
Industry Financial Services
Experience
Jefferies & Company August 2011 - August 2012
Lockheed Martin Space Systems Company August 2007 - July 2009
Lockheed Martin Space Systems Company August 2005 - August 2007
Skills
Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Aerospace Engineering, Software Engineering, Systems Engineering, Matlab, Simulink, Sensitivity Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA), Finance
The University of Texas at Austin 2001 — 2005
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Jefferies & Company August 2011 - August 2012
Lockheed Martin Space Systems Company August 2007 - July 2009
Lockheed Martin Space Systems Company August 2005 - August 2007
Skills
Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Aerospace Engineering, Software Engineering, Systems Engineering, Matlab, Simulink, Sensitivity Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA), Finance
The University of Texas at Austin 2001 — 2005
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Celeste Mejia's Jefferies & Company Experience July 2010 - August 2011
Job Associate Analyst Equity Research at T. Rowe Price
Industry Investment Banking
Experience
T. Rowe Price August 2013 - Present
J.P. Morgan August 2011 - July 2013
Jefferies & Company July 2010 - August 2011
Austin Technology Incubator 2009 - 2010
Goldman Sachs June 2008 - August 2008
Skills
Financial Modeling, Valuation, LBO, Bloomberg, Investment Banking, Equities, Value Investing, Equity Research, Capital Markets, Mutual Funds, DCF, Fixed Income, Private Equity, Hedge Funds, Capital IQ, Equity Valuation, Alternative Investments, Corporate Finance, M&A experience, Financial Markets, Investment Management, Business Valuation, Venture Capital
Education
The University of Texas at Austin 2006 — 2009
Bachelor's degree, Economics
T. Rowe Price August 2013 - Present
J.P. Morgan August 2011 - July 2013
Jefferies & Company July 2010 - August 2011
Austin Technology Incubator 2009 - 2010
Goldman Sachs June 2008 - August 2008
Skills
Financial Modeling, Valuation, LBO, Bloomberg, Investment Banking, Equities, Value Investing, Equity Research, Capital Markets, Mutual Funds, DCF, Fixed Income, Private Equity, Hedge Funds, Capital IQ, Equity Valuation, Alternative Investments, Corporate Finance, M&A experience, Financial Markets, Investment Management, Business Valuation, Venture Capital
Education
The University of Texas at Austin 2006 — 2009
Bachelor's degree, Economics
Anil Pillai's Jefferies & Company Experience July 2012 - March 2014
Job Associate at Denham Capital
Industry Oil & Energy
Experience
Denham Capital March 2014 - Present
Jefferies & Company July 2012 - March 2014
Jefferies & Company June 2011 - August 2011
Noble Capital June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Photoshop, Research, Customer Service, Social Media, Financial Analysis, Access, Data Analysis, Event Planning, Public Speaking, Capital IQ, Financial Modeling
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Finance, General
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
Denham Capital March 2014 - Present
Jefferies & Company July 2012 - March 2014
Jefferies & Company June 2011 - August 2011
Noble Capital June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Photoshop, Research, Customer Service, Social Media, Financial Analysis, Access, Data Analysis, Event Planning, Public Speaking, Capital IQ, Financial Modeling
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Finance, General
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
Peter Swerz's Jefferies & Company Experience June 2012 - Present
Job Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies & Company June 2012 - Present
Morgan Stanley Smith Barney June 2010 - Present
Skills
Fixed Income, Trading, Series 7
Education
The Johns Hopkins University 2007 — 2011
Jefferies & Company June 2012 - Present
Morgan Stanley Smith Barney June 2010 - Present
Skills
Fixed Income, Trading, Series 7
Education
The Johns Hopkins University 2007 — 2011
Jeffrey N. Schwartz's Jefferies & Company Experience June 2008 - September 2010
Job Operations & Logistics Manager at Uber
Industry Internet
Experience
Uber December 2014 - Present
Loop & Tie October 2013 - Present
The Next One's On Me, Inc. October 2011 - Present
Sony Pictures Entertainment October 2010 - September 2011
Jefferies & Company June 2008 - September 2010
Skills
Entrepreneurship, Financial Modeling, Start-ups
Education
The University of Texas at Austin
Uber December 2014 - Present
Loop & Tie October 2013 - Present
The Next One's On Me, Inc. October 2011 - Present
Sony Pictures Entertainment October 2010 - September 2011
Jefferies & Company June 2008 - September 2010
Skills
Entrepreneurship, Financial Modeling, Start-ups
Education
The University of Texas at Austin
Karl Jin's Jefferies & Company Experience November 2010 - September 2011
Job Software Engineer at Analytics Media Group
Industry Financial Services
Experience
Analytics Media Group March 2014 - Present
J.P. Morgan September 2011 - March 2014
Jefferies & Company November 2010 - September 2011
Goldman Sachs July 2008 - November 2010
Skills
Equity Derivatives, Market Risk, Fixed Income, Derivatives, Trading Systems, Capital Markets, Financial Modeling, Valuation, Equities, Python, C++, Data Analysis
Education
Stony Brook University 2004 — 2008
BS, Physics & Computer Science
Analytics Media Group March 2014 - Present
J.P. Morgan September 2011 - March 2014
Jefferies & Company November 2010 - September 2011
Goldman Sachs July 2008 - November 2010
Skills
Equity Derivatives, Market Risk, Fixed Income, Derivatives, Trading Systems, Capital Markets, Financial Modeling, Valuation, Equities, Python, C++, Data Analysis
Education
Stony Brook University 2004 — 2008
BS, Physics & Computer Science
Ivan Lee's Jefferies & Company Experience June 2011 - August 2011
Job Associate at Macquarie Corporate & Asset Finance
Industry Venture Capital & Private Equity
Experience
Macquarie Corporate & Asset Finance September 2014 - Present
J.P. Morgan June 2013 - August 2014
College of William and Mary August 2012 - December 2012
Sawaya Segalas & Co. May 2012 - July 2012
Jefferies & Company June 2011 - August 2011
Filtrona Filters January 2011 - May 2011
Merrill Lynch September 2010 - December 2010
Revolution LLC June 2010 - August 2010
MS Technologies Corporation May 2009 - August 2009
Education
The College of William and Mary - The Mason School of Business 2012 — 2013
Master of Accounting
The College of William and Mary 2008 — 2012
BBA, Finance, Accounting & Psychology
Thomas Jefferson High School for Science and Technology
Macquarie Corporate & Asset Finance September 2014 - Present
J.P. Morgan June 2013 - August 2014
College of William and Mary August 2012 - December 2012
Sawaya Segalas & Co. May 2012 - July 2012
Jefferies & Company June 2011 - August 2011
Filtrona Filters January 2011 - May 2011
Merrill Lynch September 2010 - December 2010
Revolution LLC June 2010 - August 2010
MS Technologies Corporation May 2009 - August 2009
Education
The College of William and Mary - The Mason School of Business 2012 — 2013
Master of Accounting
The College of William and Mary 2008 — 2012
BBA, Finance, Accounting & Psychology
Thomas Jefferson High School for Science and Technology
Brian Castiglioni's Jefferies & Company Experience July 2010 - September 2011
Job Healthcare Investment Banking Associate at Jefferies
Industry Investment Banking
Experience
Jefferies May 2015 - Present
Ziegler September 2014 - May 2015
Citi August 2013 - August 2014
Citi September 2011 - July 2013
Jefferies & Company July 2010 - September 2011
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Bear Stearns February 2008 - May 2008
Skills
Public Finance, Microsoft Excel, Financial Modeling, Mergers & Acquisitions, Investment Banking, Acquisitions, Mergers, Fixed Income, Debt Restructuring, Debt Management, Financial Structuring, Request for Proposals, Company Presentations, Document Review, Credit Rating
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance and Management
The Hong Kong University of Science and Technology 2008 — 2008
Study Abroad - Fall 2008, Finance and Management
Jefferies May 2015 - Present
Ziegler September 2014 - May 2015
Citi August 2013 - August 2014
Citi September 2011 - July 2013
Jefferies & Company July 2010 - September 2011
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Bear Stearns February 2008 - May 2008
Skills
Public Finance, Microsoft Excel, Financial Modeling, Mergers & Acquisitions, Investment Banking, Acquisitions, Mergers, Fixed Income, Debt Restructuring, Debt Management, Financial Structuring, Request for Proposals, Company Presentations, Document Review, Credit Rating
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance and Management
The Hong Kong University of Science and Technology 2008 — 2008
Study Abroad - Fall 2008, Finance and Management
Thomas L. di Galoma's Jefferies & Company Experience October 2003 - March 2009
Job Sr Managing Director, Head of Fixed Income Rates & Credit at ED&F MAN
Industry Financial Services
Experience
E D & F MAN May 2013 - Present
Navigate Advisors LLC February 2012 - May 2013
Pierpont Securities June 2011 - January 2012
Guggenheim Partners March 2009 - April 2011
Jefferies & Company October 2003 - March 2009
Merrill Lynch May 2000 - October 2003
BNP Paribas February 1998 - April 2000
Salomon Smith Barney October 1990 - January 1998
Skills
Fixed Income Trading..., Series 3, 7, 24 & 63, Equities, Capital Markets, Options, Valuation, Securities, Trading, Derivatives, Sales, Financial Markets, Structured Products, Credit Derivatives, Hedge Funds, Bonds, Trading Systems, Rates, Bloomberg, Fixed Income, Interest Rates
Education
The George Washington University - School of Business 1983 — 1985
MBA, Finance
American University
Bachelor of Science (BS), Political Science and Government
E D & F MAN May 2013 - Present
Navigate Advisors LLC February 2012 - May 2013
Pierpont Securities June 2011 - January 2012
Guggenheim Partners March 2009 - April 2011
Jefferies & Company October 2003 - March 2009
Merrill Lynch May 2000 - October 2003
BNP Paribas February 1998 - April 2000
Salomon Smith Barney October 1990 - January 1998
Skills
Fixed Income Trading..., Series 3, 7, 24 & 63, Equities, Capital Markets, Options, Valuation, Securities, Trading, Derivatives, Sales, Financial Markets, Structured Products, Credit Derivatives, Hedge Funds, Bonds, Trading Systems, Rates, Bloomberg, Fixed Income, Interest Rates
Education
The George Washington University - School of Business 1983 — 1985
MBA, Finance
American University
Bachelor of Science (BS), Political Science and Government
Farhan Qureshi's Jefferies & Company Experience July 2007 - December 2008
Job AVP at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital May 2011 - Present
Bank of America Merrill Lynch August 2009 - February 2011
Jefferies & Company July 2007 - December 2008
Dealogic April 2005 - June 2007
Internet Commerce Corporation March 2001 - March 2005
Skills
Business Analysis, Vendor Management, CRM, Java, MS Project, Data Analysis, Capital Markets, Management, Oracle Enterprise Data..., Actimize, Software Documentation, Project Management, Analysis, SDLC, Requirements Analysis, Financial Services, Requirements Gathering, SQL, Software Project...
Education
Stony Brook University
BA, Economics
Barclays Capital May 2011 - Present
Bank of America Merrill Lynch August 2009 - February 2011
Jefferies & Company July 2007 - December 2008
Dealogic April 2005 - June 2007
Internet Commerce Corporation March 2001 - March 2005
Skills
Business Analysis, Vendor Management, CRM, Java, MS Project, Data Analysis, Capital Markets, Management, Oracle Enterprise Data..., Actimize, Software Documentation, Project Management, Analysis, SDLC, Requirements Analysis, Financial Services, Requirements Gathering, SQL, Software Project...
Education
Stony Brook University
BA, Economics
Kris Deodato's Jefferies & Company Experience 2010 - Present
Job Managing Director High Grade Corporate Bond Trading at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2010 - Present
RBS Greenwich Capital 2006 - 2010
JPMorgan Chase January 2003 - January 2006
HSBC Securities 2001 - 2003
Barclays Capital 1997 - 2001
Skills
Fixed Income, Credit Trading, Rates, Credit Derivatives, Electronic Trading, Emerging Markets, Bonds, Bloomberg, Derivatives, Structured Products, Interest Rate..., Capital Markets, Trading, Hedge Funds, Equities, High Grade, High Yield, Structured Finance
Education
The George Washington University - School of Business 1987 — 1991
BBA, Finance
Jefferies & Company 2010 - Present
RBS Greenwich Capital 2006 - 2010
JPMorgan Chase January 2003 - January 2006
HSBC Securities 2001 - 2003
Barclays Capital 1997 - 2001
Skills
Fixed Income, Credit Trading, Rates, Credit Derivatives, Electronic Trading, Emerging Markets, Bonds, Bloomberg, Derivatives, Structured Products, Interest Rate..., Capital Markets, Trading, Hedge Funds, Equities, High Grade, High Yield, Structured Finance
Education
The George Washington University - School of Business 1987 — 1991
BBA, Finance
Patrick Morrow's Jefferies & Company Experience January 2012 - Present
Job Private Capital Group at Jefferies LLC
Industry Investment Banking
Experience
Jefferies & Company January 2012 - Present
Jefferies & Company June 2010 - January 2012
Jefferies & Company June 2008 - June 2010
Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Mergers, Investments, Financial Analysis
Education
The Ohio State University 2003 — 2006
International Studies - World Economy & Business, Economics
Jefferies & Company January 2012 - Present
Jefferies & Company June 2010 - January 2012
Jefferies & Company June 2008 - June 2010
Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Mergers, Investments, Financial Analysis
Education
The Ohio State University 2003 — 2006
International Studies - World Economy & Business, Economics
Steven Shin, CFA's Jefferies & Company Experience February 2002 - February 2004
Job Investment Analyst at Aegis Financial Corporation
Industry Investment Management
Experience
Leap Tide Capital Management August 2005 - April 2012
Tivoli Partners, L.P. February 2004 - July 2005
Jefferies & Company February 2002 - February 2004
C.E. Unterberg, Towbin January 2000 - December 2001
Skills
Valuation, Equity Research, Special Situations, Hedge Funds, Equities, Capital Markets, Financial Modeling, High Yield Bonds
Education
Swarthmore College 1994 — 1998
BA, Economics
McDonogh School 1984 — 1994
Leap Tide Capital Management August 2005 - April 2012
Tivoli Partners, L.P. February 2004 - July 2005
Jefferies & Company February 2002 - February 2004
C.E. Unterberg, Towbin January 2000 - December 2001
Skills
Valuation, Equity Research, Special Situations, Hedge Funds, Equities, Capital Markets, Financial Modeling, High Yield Bonds
Education
Swarthmore College 1994 — 1998
BA, Economics
McDonogh School 1984 — 1994
Kelly Dornbrook Statler's Jefferies & Company Experience November 2012 - Present
Job Vice President, Jefferies Bache
Industry Banking
Experience
Jefferies & Company November 2012 - Present
Bank of America Merrill Lynch February 2012 - December 2012
Bank of America May 2010 - January 2012
Merrill Lynch April 2007 - April 2010
Rosenthal Collins Group November 2005 - March 2007
Cargill September 2004 - November 2005
Cargill May 2004 - September 2004
NCR Corporation June 2003 - May 2004
Education
The Ohio State University 1999 — 2003
BSBA, Finance
NFA Series 3 License
Jefferies & Company November 2012 - Present
Bank of America Merrill Lynch February 2012 - December 2012
Bank of America May 2010 - January 2012
Merrill Lynch April 2007 - April 2010
Rosenthal Collins Group November 2005 - March 2007
Cargill September 2004 - November 2005
Cargill May 2004 - September 2004
NCR Corporation June 2003 - May 2004
Education
The Ohio State University 1999 — 2003
BSBA, Finance
NFA Series 3 License
Neal Remedios's Jefferies & Company Experience July 2012 - June 2014
Job Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Frost Bank June 2010 - July 2010
Education
The University of Texas at Austin 2008 — 2012
Jefferies LLC July 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Frost Bank June 2010 - July 2010
Education
The University of Texas at Austin 2008 — 2012
Taylor Moseley's Jefferies & Company Experience May 2012 - Present
Job Vice President at Jefferies & Company
Industry Investment Management
Experience
Jefferies & Company May 2012 - Present
Lazard Asset Management May 2005 - May 2012
Skills
Alternative Investments, Capital Markets, Fixed Income, Portfolio Management
Education
NYU Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Quantitative Finance
The University of Memphis 1997 — 2002
Bachelor of Business Administration (BBA), Finance, General
Jefferies & Company May 2012 - Present
Lazard Asset Management May 2005 - May 2012
Skills
Alternative Investments, Capital Markets, Fixed Income, Portfolio Management
Education
NYU Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Quantitative Finance
The University of Memphis 1997 — 2002
Bachelor of Business Administration (BBA), Finance, General
Kyle Blocher's Jefferies & Company Experience May 2013 - August 2013
Job Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
University of Georgia July 2010 - May 2014
Jefferies & Company May 2013 - August 2013
Frisch Capital Partners August 2012 - May 2013
Georgia Oak Partners May 2012 - August 2012
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration, Finance
Deutsche Bank August 2014 - Present
University of Georgia July 2010 - May 2014
Jefferies & Company May 2013 - August 2013
Frisch Capital Partners August 2012 - May 2013
Georgia Oak Partners May 2012 - August 2012
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration, Finance
Jeffrey Dreyfus's Jefferies & Company Experience January 2004 - December 2006
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan June 2008 - Present
Bear Stearns March 2007 - June 2008
Jefferies & Company January 2004 - December 2006
Prudential Securities November 1984 - December 2003
Skills
Prime Brokerage, Equities, Series 7, Fixed Income, Securities, Hedge Funds, Investment Banking, Data Analysis, Business Analysis, Financial Services, Risk Management
Education
SUNY Stony Brook 1980 — 1984
Bachelor of Arts (B.A.), Economics
JPMorgan June 2008 - Present
Bear Stearns March 2007 - June 2008
Jefferies & Company January 2004 - December 2006
Prudential Securities November 1984 - December 2003
Skills
Prime Brokerage, Equities, Series 7, Fixed Income, Securities, Hedge Funds, Investment Banking, Data Analysis, Business Analysis, Financial Services, Risk Management
Education
SUNY Stony Brook 1980 — 1984
Bachelor of Arts (B.A.), Economics
Richard Arellano's Jefferies & Company Experience January 2001 - April 2006
Job Head Trader at Kleinheinz Capital Partners
Industry Investment Management
Experience
Kleinheinz Capital Partners May 2006 - Present
Cortex Capital Management, LLC January 2013 - June 2015
Jefferies & Company January 2001 - April 2006
First Union Securities April 1999 - December 2000
ABN AMRO Bank N.V. April 1993 - April 1999
Education
Rawls College of Business at Texas Tech University 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Texas Tech University 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Kleinheinz Capital Partners May 2006 - Present
Cortex Capital Management, LLC January 2013 - June 2015
Jefferies & Company January 2001 - April 2006
First Union Securities April 1999 - December 2000
ABN AMRO Bank N.V. April 1993 - April 1999
Education
Rawls College of Business at Texas Tech University 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Texas Tech University 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
David Koren's Jefferies & Company Experience September 2007 - April 2013
Job VP Corporate Development & Strategy at Lone Star Steakhouse / Texas Land & Cattle
Industry Investment Banking
Experience
Lone Star Steakhouse / Texas Land & Cattle September 2013 - Present
AG Supermarket Holdings (Kings & Balducci's) April 2013 - August 2013
Jefferies & Company September 2007 - April 2013
Wachovia Securities August 2005 - September 2007
Lightyear Capital January 2001 - April 2003
PaineWebber July 1999 - January 2001
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Equities, Mergers, Capital Markets, Derivatives, Microsoft Excel, Fixed Income, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
Master of Business Administration (MBA)
The University of Georgia 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Lone Star Steakhouse / Texas Land & Cattle September 2013 - Present
AG Supermarket Holdings (Kings & Balducci's) April 2013 - August 2013
Jefferies & Company September 2007 - April 2013
Wachovia Securities August 2005 - September 2007
Lightyear Capital January 2001 - April 2003
PaineWebber July 1999 - January 2001
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Equities, Mergers, Capital Markets, Derivatives, Microsoft Excel, Fixed Income, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
Master of Business Administration (MBA)
The University of Georgia 1995 — 1999
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS