Jefferies & Company, Inc.
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 Chairperson: Brian P. Friedman Headquarters: New York City, NY Parent organization: Jefferies Financial Group Number of employees: 3,885 Subsidiaries: Jefferies India Private Limited,
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Jefferies & Company, Inc. Employees
Gryphon Investors August 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company, Inc. June 2011 - July 2012
Harris Williams & Co. May 2011 - May 2011
Fortress Investment Group, LLC. June 2010 - August 2010
Skills
Valuation, Bloomberg, Investment Banking, Mergers, Financial Modeling, Alternative Investments, Analysis, Finance
Education
Boston College 2008 — 2012
Bachelor of Science, Finance, Economics
Chaminade High School 2004 — 2008
NYC and LA Unified School Districts September 2005 - October 2010
Ricoh Business Solutions February 2003 - July 2005
Jefferies & Company, Inc May 2002 - January 2003
Jefferies & Company, Inc November 2000 - April 2002
Skills
Sales, Solution Selling, Relationship Building, New Business Development, Interpersonal..., Research, Leadership, Mathematics, Complex Problem Solving, Public Speaking, Curriculum Development, Educational Leadership, Executive Management, Medical Devices, Sales Operations, Strategic Planning, Sales Management, Capital Equipment, Healthcare, Product Launch, Account Management, Market Development
Education
City University of New York
Masters of Arts, Mathematics Education
Institute d’Etude Politiques a Lyon 2
Education Abroad Program
University of California, Santa Cruz
Bachelors of Arts, Global Economics
Avenue Capital Group June 2012 - Present
Measurisk, LLC September 2008 - March 2012
Jefferies & Company, Inc March 2005 - July 2008
METLIFE BROKER DEALER / INVESTMENTS July 2003 - January 2005
CyBuy, Eyetech Pharmaceuticals December 1999 - June 2003
CITIGROUP / CITIBANK December 1999 - June 2003
GovWorks B.V. 1999 - 2000
Citi / Website Division July 1995 - December 1999
PRUDENTIAL SECURITIES, INC April 1994 - May 1995
Skills
Data Analysis, Financial Reporting, Access, SQL, Excel, Bloomberg Terminal, Profit & Loss Management, Hedge Funds, Project Coordination
Education
NEW YORK UNIVERSITY/ STERN SCHOOL OF BUSINESS 1991 — 1995
Bachelor of Science, Information Systems and International Business
New York University 1991 — 1995
Bachelor of Science (BS), Information Technology, international Business
New York University - Leonard N. Stern School of Business 1991 — 1995
BS, IS IB
Stuyvesant High School 1987 — 1991
High School Diploma
DJ April 2012 - Present
Joakin Eskasan January 1999 - Present
Jefferies & Company, Inc March 2010 - March 2012
Joel Waldman Music January 2010 - March 2010
Live Nation Worldwide, Inc September 2009 - December 2009
Global Party People LLC October 2008 - October 2009
Berklee College of Music July 2006 - July 2009
That's Entertainment, Inc September 2004 - October 2005
West Business Services November 2003 - August 2004
Skills
Research, Microsoft Excel, Marketing, Budgets, Microsoft Office, PowerPoint, Social Media, Finance, Customer Service, Outlook, Sales, Microsoft Word, Event Planning, Public Speaking, Strategic Planning, Fundraising, Business Development, Market Research, Social Networking, Leadership
Education
Berklee College of Music 2004 — 2009
Bachelor of Music Business & Management and Music Synthesis, Legal Aspects, Accounting, Economics, Finance, Leadership, Publishers and Record Companies
The University of Texas at El Paso 2003 — 2004
Jefferies & Company, Inc January 2009 - August 2010
Credit Suisse November 2000 - December 2008
Donaldson, Lufkin & Jenrette March 1990 - November 2000
Drexel Burnham Lambert July 1984 - February 1990
Skills
Recapitalizations, Debt Restructuring, Loan Modifications, Restructuring, Workout, Business Reorganizations, Financial Turnarounds, Bankruptcy, Chapter 11, Leveraged Finance, High Yield, Debt Structuring, Debt Negotiation, Loan Structuring, Bank Negotiations, Corporate Credit, Credit Evaluation, Credit Risk, Financial Structuring, Private Equity, Special Situations, Turn Around Management, Emerging Markets, Business Valuation, Capital Markets, Investments, Finance, LBO, Corporate Finance, Debt Settlement, Business, Negotiation
Education
Harvard Business School 1982 — 1984
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Operations Research
Whitman College
BA, Math / Physics
Macy's May 2013 - Present
Jefferies & Company, Inc August 2000 - February 2010
Salomon Smith Barney Inc July 1998 - August 2000
Verizon Wireless September 1995 - July 1998
Skills
Servers, Help Desk Support, Data Center, Telecommunications, Call Centers, Technical Support, Disaster Recovery, Unix, Operating Systems, Leadership, VoIP, Electronic Trading, Project Management, IT Strategy, Blackberry, Management
Education
Hillsborough High School
Hillsborough High School
Diploma
Kutztown University
Kutztown University
History
Raritan Valley Community College
Raritan Valley Community College
Mackinac Partners 2011 - Present
Jefferies & Company, Inc. July 2008 - June 2011
Skills
Financial Modeling, Financial Analysis
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (BA), Economics
Millward Brown Vermeer April 2015 - Present
Millward Brown Vermeer May 2014 - March 2015
Millward Brown Vermeer August 2013 - May 2014
Millward Brown Vermeer September 2012 - August 2013
UBS Investment Bank July 2011 - September 2012
UBS Investment Bank June 2010 - August 2010
Jefferies & Company, Inc June 2009 - August 2009
Evolution Capital Management, Llc June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Corporate Finance, Microsoft Word, Valuation, Financial Analysis, Investments, Private Equity, Due Diligence, Management, Mergers & Acquisitions, Strategy, Finance, Spanish
Education
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Carlsbad high
AT&T June 2015 - Present
AT&T August 2013 - Present
AT&T May 2014 - June 2015
AT&T August 2013 - May 2014
US Navy December 2009 - July 2013
Jefferies & Company, inc. May 2012 - August 2012
US Navy August 2005 - December 2009
Skills
Program Management, Cross-functional Team..., Strategic Planning, Leadership, Analysis, Management, Product Development, Strategy, Product Management, Business Strategy, Operations Management, Project Management, Team Leadership, Leadership Development, Risk Management, Operational Risk..., Quantitative Finance, Team Building, Business Development, Strategic Partnerships, Navy, Thought Leadership
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
MBA
University of San Diego 2001 — 2005
BA
American Tower April 2015 - June 2015
AlphaStaff January 2013 - March 2015
Jefferies & Company, Inc March 2008 - January 2013
Brown Harris Stevens April 2008 - December 2012
TitleServ July 2002 - March 2008
BLS Funding June 1998 - July 2002
CM Roberts Group August 1988 - June 1998
Skills
Litigation Support, Real Estate, Real Estate Transactions, Investment Properties, Leases, Mortgage Lending, Due Diligence, Legal Research, Loans, Corporate Applications, Licensing, Banking Law, Corporate Law, Sales Contracts, Corporate Contracts, Contract Negotiation, Lease Negotiations, Mortgage Brokers, Compliance Procedures, Compliance..., Paralegals, Brokerage, Real Estate Development, Investments, Litigation, Commercial Litigation, Civil Litigation, Bankruptcy, Commercial Real Estate, Disposition, Short Sales, Property Management, Real Estate Economics, Landlords, Tenant, Property, Corporate Real Estate, Real Estate Financing, Acquisitions, Real Property, Closings, Legal Writing, FHA, HUD, Refinance, Title Insurance, Foreclosures, Dispositions, Negotiation, Investors
Education
C.W. Post College
Certification, Legal Assistant/Paralegal
Dowling College
1 year towards Bachelor's Degree, Business Management
Suffolk County Community College
Associate's degree, Business Management
LoanXchange April 2014 - Present
Lending Club September 2011 - December 2013
Jefferies & Company, Inc. February 2007 - September 2011
Alder Capital, LLC January 2006 - January 2007
G2 Capital Management, LLC September 2002 - December 2005
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Capital Markets, Fund Of Funds, Private Equity, Capital Raising, Asset Managment, Fixed Income, Venture Capital, Prime Brokerage, Investment Strategies, Investment Banking, Financial Markets
Education
Miami University 1993 — 1996
BS, Finance
University of Delaware 1991 — 1993
Chemical Engineering
Barclays Investment Bank July 2015 - Present
Lazard July 2011 - June 2015
Bank of America January 2009 - June 2011
Merrill Lynch April 2008 - December 2008
Jefferies & Company, Inc January 2004 - July 2006
PwC August 1999 - December 2003
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Mergers, Financial Analysis, Equity Research, Investments, Due Diligence, Equities, Mergers & Acquisitions, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Energy Finance
Georgetown University 1995 — 1999
Bachelors of Science, Finance, International Business
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Accounting and Finance, Upper 2nds
Deutsche Bank July 2013 - Present
Merrill Lynch March 2010 - July 2013
JEFFERIES & COMPANY, INC November 2006 - March 2009
CITIGROUP SMITH BARNEY April 2005 - September 2005
UBS Investment Bank January 2001 - October 2003
Skills
Tactical Asset..., Technical Analysis, Fundamental Research, Due Diligence, Client Relationship..., Risk Management, Sales Presentations, Consultancy, Triathlon, Coaching, Equity Research, CRM, Trading, Investments, Asset Allocation, Derivatives, Research, Consultants, Portfolio Management, Equities, Asset Management, Investment Strategies, Finance, Strategy, Emerging Markets, Bloomberg, Analysis, Fund Of Funds, Financial Advisory, Fixed Income, Valuation, Mutual Funds
Education
NEW YORK UNIVERSITY/Leonard N. Stern School of BusinessNew 2004 — 2006
Master, Business Administration; Finance and Economics and Specialization in Finance Instruments and Markets
Duke University 1996 — 2000
Bachelor of Science, Biology; Chemistry; Biochemistry and Genetics
--Independent February 2012 - Present
Wells Fargo Advisors, LLC June 2010 - January 2012
Jefferies & Company, Inc. November 1996 - March 2006
Securities Management & Research, Inc. December 1990 - October 1996
Shearson Lehman Brothers September 1987 - March 1990
The First Boston Corporation January 1986 - August 1987
Goldman Sachs June 1982 - January 1986
Skills
Portfolio Management, Sales and Business..., Client Services, Equity Research, Mutual Funds, Financial Services, Series 7, Equities, Equity Trading, Securities, Hedge Funds, Investment Advisory, Bloomberg, Trading, Series 63, Mergers, Financial Analysis, Risk Management, Fixed Income, Alternative Investments, Wealth Management, Investments, Asset Managment
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Finance, International Economics
Harvard University 1973 — 1978
AB, Magna Cum Laude with Highest Honors, History
IGN Entertainment 2010 - Present
Telegraph Hill Partners 2010 - 2010
Actelion 2010 - 2010
Milliman, Inc October 2008 - September 2009
Jefferies & Company, Inc March 2007 - October 2008
Stanford Group Company February 2003 - March 2007
Robertson Stephens Investment Bankers February 1996 - October 2002
Education
San Francisco State University
Veeco Instruments July 2011 - Present
Jefferies & Company, Inc. April 2005 - July 2011
The Bank of Tokyo-Mitsubishi July 2001 - April 2005
Marsh & McLennan October 1996 - July 2001
Danka Business Systems June 1989 - October 1996
Skills
Information Security..., Vulnerability Management, SOX, Disaster Recovery, Security, Risk, Data Loss Prevention, Risk Assessment, Security Policy, Infrastructure Security, Sarbanes-Oxley Act, Information Security, CISSP, Financial Risk, Risk Management, DLP, Penetration Testing, IT Audit, Enterprise Risk..., IT Strategy, Vendor Management, IT Management, Information Technology, Strategy, Leadership, Team Leadership, Leadership Development, Thought Leadership, Talent Management, Project Management, Transition Management, Transition Planning, Communication, Communication Skills, Volunteering, Non-profit Volunteer, Conflict Resolution, Organizational..., Security Awareness, Business Continuity..., Data Security, Business Continuity, SIEM, Security Architecture..., ISO 27001, Identity Management, PCI DSS, CISA, Application Security, Vulnerability Assessment
Education
Baruch College, City University of New York (CUNY) 1991 — 1994
BBA, Cum Laude, Computer Information Systems
Huntsman June 2014 - Present
Jefferies & Company March 2013 - June 2014
Jefferies & Company, Inc. June 2010 - March 2013
Salzgitter Mannesmann International (USA), Inc October 2006 - May 2010
The Woodlands Resort & Conference Center August 1999 - October 2006
Skills
Employee Relations, Sales, Meeting Planning, Customer Service, Event Planning, Management, Project Planning, Outlook, Project Management, Budgets, Time Management, Process Scheduler, Human Resources, PowerPoint
Education
University of Mary Hardin-Baylor 2001 — 2003
Business Administration
Harbor Freight Tools March 2015 - Present
Farmers Insurance June 2012 - December 2014
Self-Employed September 2010 - May 2012
Jefferies & Company, Inc January 2004 - August 2010
Jefferies & Company January 1999 - December 2003
Jefferies & Company January 1995 - December 1998
Jefferies & Company June 1991 - December 1995
Skills
SDLC, Business Analysis, Visio, Investment Banking, Process Improvement, Disaster Recovery, Business Process, Business Requirements, CRM, MS Project, Application Support, Requirements Analysis, Training, Software Documentation, Systems Analysis, Security, Lotus Notes, Infrastructure, XML, Leadership
Education
University of California, Irvine
Bachelor of Fine Arts
Jefferies December 2014 - Present
Jefferies & Company, Inc. July 2011 - December 2014
Jefferies & Company, Inc. July 2006 - July 2011
Jefferies & Company January 2005 - July 2006
Jefferies & Company March 2000 - January 2004
Jefferies & Company October 1994 - February 2000
Bankers Trust May 1994 - October 1994
Skills
Trading Systems, SDLC, Data Warehousing, Data Management, Equities, Risk Management, Fixed Income, Capital Markets, Investment Banking, Electronic Trading, Market Data, Integration, Back Office, Trading, Equity Trading, Financial Risk, Securities, Middle Office, Reference Data, Derivatives, Financial Services, Options, Management, Prime Brokerage, Strategy, Business Analysis, Financial Markets, Analysis, Finance, Low Latency, IT Strategy, Vendor Management
Education
City University of New York-College of Staten Island
B.S.E.S, Engineering Science - Mechanical Engineering, Computer Science, Physics
Chord Advisors, LLC August 2012 - November 2012
Rodman & Renshaw November 2009 - August 2012
Rodman & Renshaw / Jefferies & Company, Inc. May 2007 - November 2009
Jefferies & Company, Inc. March 1985 - May 2007
KPMG July 1981 - February 1985
Skills
SEC Financial Reporting, Earnings Per Share, Accounting Policies, Disclosure Committee, PowerPoint, Adobe Fillable PDF Forms, Share-Based Comp., Black-Scholes Calcs, Quicken, Turbo Tax, Net Capital (15c3-1), Reserve Calc (15c3-3), Microsoft Excel, Financial Analysis, Accounting, Microsoft Word, Financial Reporting, Accounting Procedures, Outlook, Sarbanes-Oxley Act, Options, Equities, Securities, Financial Services, Capital Markets, SEC filings, Finance, Risk Management, Investments, Internal Controls, Investment Banking, Financial Audits, Auditing, GAAP, IPO, Financial Modeling, Valuation, CPA, Corporate Finance, Hedge Funds, Private Equity, US GAAP, Trading, Mergers & Acquisitions, Business Valuation, Bloomberg, Investor Relations, Financial Accounting, Equity Valuation, Asset Management
Education
California State Polytechnic University-Pomona
BSBA, Accounting
TechDay September 2013 - Present
DevShop September 2013 - January 2015
tradembark November 2012 - August 2013
Susquehanna International Group May 2010 - January 2012
Pali Capital May 2008 - February 2010
Jefferies & Company, Inc. April 2004 - April 2008
Knight Securities December 1998 - June 2001
Skills
Equity Trading, Equities, Capital Markets, Trading, Special Situations, Bloomberg, Hedge Funds, Electronic Trading, Series 7, Fixed Income, Trading Systems, Options, Series 63, Securities, Proprietary Trading, Equity Research, Financial Markets, Bonds, Investments, Trading Strategies, ETFs, Technical Analysis, FINRA, Investment Strategies, Market Data, Bloomberg Terminal, Equity Valuation, Entrepreneurship, Startup Development, Early-stage Startups, Derivatives, Start-ups, Equity Derivatives, Emerging Markets, Investment Banking, Asset Management, Alternative Investments, Valuation, Portfolio Management, Private Equity, Corporate Development, Finance, Structured Products
Education
University of Florida 1994 — 1998
BS, Psychology
Triple Double Advisors, LLC October 2007 - Present
John S. Herold, Inc. January 2003 - August 2007
Deutsche Bank 2000 - 2002
Jefferies & Company, Inc. 1996 - 2000
PaineWebber 1989 - 1996
Skills
Valuation, Energy, Investments, Microsoft Excel, Office Management, Fundraising, Microsoft Word, ADP Payroll, Multi Tasking, QuickBooks, Quicken, Accounts Payable, Accounts Receivable, Expense Reports
Education
University of Houston 1977 — 1983
Bachelor, English Literature
BNY Mellon June 2013 - Present
Starrlight Consulting January 2011 - Present
ALaS Consulting LLC March 2010 - December 2011
Pali Capital August 2008 - February 2010
Jefferies & Company, Inc November 2000 - August 2008
Stamps.com May 2000 - October 2000
Deloitte September 1997 - May 2000
Skills
Equities, Capital Markets, Financial Modeling, Corporate Finance, Financial Analysis, Bloomberg, Fixed Income, Derivatives, Series 7, Risk Management, Due Diligence, Securities, Financial Services, Series 27, Series 63, FINOP, CPA, Database Design, Lawson General Ledger, Mas 500, FITS, Net Capital Calculation, Public Speaking, Training, MAS500, Asset Backed Securities, MBS
Education
University of Southern California - Marshall School of Business 1996 — 1997
MAcc, Accounting, Finance, & Marketing Services
University of Georgia - Terry College of Business 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Water Island Capital October 2014 - Present
Steben & Company Inc April 2007 - September 2014
Jefferies & Company, Inc. March 1999 - April 2007
Quick & Reilly August 1997 - March 1999
Skills
Series 7, Series 7, Series 3,..., Series 63, FINRA, Hedge Funds, Alternative Investments
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
MBA, Finance
University of Vermont 1993 — 1997
B.A., Political Science
The University of Queensland 1996 — 1996
Ridgewood High School 1989 — 1993
HS Diploma
PACE Equity LLC June 2015 - Present
Swimming LA Swim School December 2008 - Present
Mayfield Investment Company, Inc. October 2010 - June 2014
Jones Lang LaSalle October 2007 - November 2008
Banc of America Securities January 2005 - June 2007
Scotiabank December 2003 - October 2004
Jefferies & Company, Inc. November 2001 - November 2003
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers, Investment Banking, Real Estate, Entrepreneurship, Portfolio Management, Equities, Investment Properties, Analysis, Social Media, Leadership, Management, Loans, Budgets, Sales, Acquisitions, Negotiation, Mergers & Acquisitions, Due Diligence, Strategy, Investments, Finance
Education
Princeton University 1997 — 2001
Bachelor's Degree, History (with American focus)
Mizuho Securities Co., Ltd. April 2015 - Present
Royal Bank of Scotland June 2013 - April 2015
Royal Bank of Scotland May 2010 - June 2013
Talson Partners L.P. October 2009 - May 2010
Jefferies & Company, Inc. June 2008 - August 2008
Jefferies & Company, Inc. May 2007 - August 2007
Ceska sporitelna July 2006 - August 2006
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Financial Analysis, Financial Accounting, Financial Modeling, Hedge Funds, Fund Of Funds, Alternative Investments, Capital IQ, Capital Markets, Exceed, Oracle Applications, Microsoft Office, Argus Modeling, Credit Analysis, FINRA, Lotus Notes, Thomson One Analytics, PerTrac, Investment Management, Backstop Solutions CRM..., Value Investing, Growth Investing, Equities, Series 63, IPO, Options, Financial Statement..., Derivatives, Equity Valuation, Bloomberg Terminal, Equity Capital Markets, Investment Banking, Equity Research, Equity Derivatives, Banking, Finance
Education
Bentley University 2006 — 2009
Bachelor of Science, Finance
Green Field Construction Group January 2011 - Present
Anlar, LLC June 2007 - May 2011
Kaskad Technology November 2005 - April 2007
GFI Group November 2000 - October 2005
Jefferies & Company, Inc. September 1995 - December 1999
Salomon Brothers, Inc. November 1981 - September 1995
Skills
Trading Systems, Capital Markets, Trading, Mergers & Acquisitions, Start-ups, Operations Management, Executive Management, Electronic Trading, Equities, Business Strategy, Construction Management, Equity Trading, Business Development, Investments, Real Estate Development, Project Planning, IT Strategy
Education
Pace University - Lubin School of Business 1985 — 1987
Master of Science, Investment Management
Drew University 1977 — 1981
BA, Political Science, History
Healthios Capital Markets, LLC 2011 - Present
Cylex Inc. and ViOptix, Inc. 2006 - Present
Channel Medical Partners 1998 - Present
Venetec International, Inc. and Novare Surgical Systems, Inc. 2005 - 2009
Jefferies & Company, Inc. 1996 - 1998
Vector Securities International, Inc. 1992 - 1996
Bankers Trust Company 1988 - 1991
Kidder, Peabody & Co. Incorporated 1983 - 1988
Earlier Activities 1979 - 1983
Skills
Venture Capital, Medical Devices, Corporate Development, Private Equity, Lifesciences, Healthcare, Investment Banking, Mergers & Acquisitions, Corporate Partnering, Mergers, Leveraged Finance, Corporate Finance, Private Placements, LBO, Strategic Alliances, Licensing, Valuation, Capital Raising, M&A experience, Financial Structuring, Strategic Partnerships, Growth Capital, Acquisitions, Business Development, Divestitures, Deal Sourcing, Investments, Capital, Deal Execution, Buyouts, Board of Directors, IPO, Commercialization, Angel Investing, Venture Financing, Mezzanine, Acquisition Integration, Business Valuation, Restructuring, Joint Ventures
Education
The University of Chicago 1981 — 1982
M.B.A., Finance and Accounting
Centre College 1975 — 1979
B.A., Government and History
Stevens Institute of Technology September 2013 - Present
Jefferies & Company, Inc. October 2012 - December 2012
Huaxia Bank, China July 2012 - August 2012
China Merchants Securities June 2012 - July 2012
Skills
Matlab, C++, Java, SQL, C, Excel, Word, R, Microsoft Excel, Risk Management, Time Series Analysis, Machine Learning, Fixed Income, Financial Modeling
Education
Stevens Institute of Technology 2013 — 2016
Doctor of Philosophy (PhD), Financial Engineering, 3.981
Stevens Institute of Technology 2011 — 2013
Master of Science (MS), Financial Engineering, 4.0
Northwest University 2007 — 2011
BS, Mathematics and Applied Mathematics, 3.6
Vestal Asphalt Inc. February 2012 - Present
Thales USA, Inc. May 2010 - August 2010
Vantage Systems Inc May 2009 - August 2009
United States House of Representatives May 2008 - August 2008
Jefferies & Company, Inc May 2007 - August 2007
Education
Babson College 2007 — 2011
BS in Business Administration, Economics, Legal Studies
Pomfret School 2005 — 2007
Cowen and Company February 2012 - Present
Jefferies & Company, Inc. December 2009 - February 2012
Deloitte & Touche LLP September 2005 - December 2009
KeySpan Energy Corporation May 2004 - August 2004
Skills
Financial Modeling, Investments, Banking, Capital Markets, Investment Banking, Finance, Risk Management, Series 7, Equity Research, Financial Services, Internal Audit, Accounting, Financial Analysis, Asset Management, Equities
Education
University of Delaware 2001 — 2005
BS, Accounting/MIS
Warner Bros. January 2008 - Present
Metro-Goldwyn-Mayer Inc. 2004 - 2008
Jefferies & Company, Inc. 2001 - 2003
Skills
Entrepreneurship, Corporate Development, Digital Distribution, Analytics, Forecasting, Investments, Entertainment, Finance, Financial Modeling, Feature Films, Management Consulting, New Media
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science in Economics
Ashley Advisory Services January 2013 - Present
The Linn Group April 2012 - Present
Jefferies & Company, Inc. June 2011 - March 2012
ICAP April 2010 - June 2011
MF Global (formerly Man Financial Inc.) 2000 - April 2010
Merrill Lynch 1994 - 2000
Linnco Futures Group 1990 - 1993
Skills
Managed Futures, Hedge Funds, Structured Products, Product Development, Global Macro, Wealth Management, Market Analysis, Fixed Income, Executive Management, Prime Brokerage, Financial Risk, Alternative Investments, Risk Management, Trading, Funding, Equities, Derivatives, Asset Managment, Asset Management, Options, FX trading, Technical Analysis, Portfolio Management, Customer-focused Service, Fund Of Funds, Investments, Bonds, Due Diligence, Electronic Trading, Trading Systems, Commodity, Financial Services, Trading Strategies, Institutional..., Financial Markets, FX Options, Hedging, Securities, Investment Strategies, Bloomberg, Equity Trading, Equity Derivatives, FINRA, Series 7, Capital Markets, Financial Advisory, Investment Management, ETFs, Asset Allocation, Currency
Education
Illinois State University 1986 — 1990
Bachelor of Arts (B.A.)
MBCS Technology Solutions, Inc. September 2008 - Present
Human Rights First 2012 - 2012
Direct Markets, Inc. 2012 - 2012
Rodman & Renshaw 2011 - 2012
Virtuos Consulting, LLC October 2009 - June 2010
TPG-Axon Capital July 2008 - March 2009
Jefferies & Company, Inc. March 1999 - June 2008
Merrill Lynch (consultant) 1998 - 1999
Pfizer (consultant) March 1997 - February 1998
Interglobal 1997 - 1998
Skills
Data Center, Servers, IT Management, Infrastructure, IT Operations, Microsoft Office, Microsoft Exchange, Server Architecture, Windows, Technical Support, SQL, VMware, IT Strategy, Disaster Recovery, Active Directory, Windows Server, Trading Systems, Business Continuity, Team Leadership, Electronic Trading, Market Data, Service Delivery, Project Planning, Operating Systems, TCP/IP, Low Latency, Equity Trading, Investment Banking, Fidessa, Vendor Management, MS Project, Business Networking, Business Strategy, Scope Management, Team Management, MOF, Team-oriented, Referrals, Word, Excel, Project Implementation, Project Coordination, Project Control, Windows Server 2008, Microsoft Office 365, ITIL Process..., Microsoft Operating..., Microsoft Operations..., Architectures, Architecture
Education
Baruch College, City University of New York (CUNY) 1994 — 1999
Chelsea V.H.S. 1990 — 1993
Vocational High School Diploma
J.H.S. 50
AVG Technologies November 2014 - Present
RSA The Security Division of EMC 2012 - 2014
Self-employed 2009 - 2011
Jefferies & Company, Inc. 2007 - 2008
the magis group 2006 - 2007
Fortinet 2003 - 2005
Paranet 1997 - 2002
sprint e-solutions 1997 - 2002
Education
The University of Chicago Booth School of Business
MBA
University of Houston
BBA
Presidio July 2011 - Present
Jefferies & Company, Inc. 2007 - July 2011
HSBC February 2002 - July 2007
Cisco Systems September 1999 - December 2001
Republic National Bank June 1998 - September 1999
Cendant December 1997 - June 1998
EDS April 1994 - December 1997
Ascom Timeplex 1993 - 1994
Skills
Team Building, Management, Cloud Computing, Project Management, Business Analysis, Virtualization, Disaster Recovery, TCP/IP, Vendor Management, Security, Business Development, Unix, Network Engineering, Routers, Data Center, IT Management, VoIP, IT Strategy, Leadership, Managed Services, WAN, SDLC, Cisco Technologies, Telecommunications, Enterprise Software, IT Service Management, Pre-sales, Program Management, Networking, Solution Selling, Information Technology, CRM, MPLS, SaaS, Integration, Network Design, Network Architecture, Professional Services, Enterprise Architecture, ITIL, Network Security, VMware, Unified Communications, Servers, Infrastructure, Solution Architecture, IT Operations, Business Continuity, Firewalls, Storage
Education
City University of New York-Baruch College 2004 — 2006
MBA, Marketing / New Product Development
State University of New York Maritime College 1987 — 1992
BE, Electrical Engineering
Counterparty Systems, Inc. 2008 - Present
Fidelity Investments 2005 - 2007
Fidelity Investments 1999 - 2005
Nicholas Applegate Capital Management 1997 - 1999
Jefferies & Company, Inc 1996 - 1997
Salomon Brothers 1989 - 1996
AT&T 1987 - 1989
Skills
Stocks, Equities, Trading Systems, Asset Management, Trading, Disaster Recovery, Electronic Trading, Unix, Software Development, Financial Services, Integration, Agile Methodologies, Java, C/C++ STL, Objective-C, Python, Ruby, Web Design, Web Development, iOS development, Android Development, OS X, Project Portfolio..., Portfolio Management, Databases, SDLC
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
M.B.A., International Business
University of New Hampshire 1983 — 1987
B.S., Computer Science
HR Solutions, LLC January 2015 - Present
Reveille Partners L.L.C. March 2009 - Present
Gulfstream Services Inc. September 2011 - January 2015
JP Morgan July 2009 - September 2011
Jefferies & Company, Inc. January 2008 - December 2008
Johnson Rice & Company L.L.C. May 2005 - December 2007
Allen Villere Partners May 2003 - May 2005
Education
Tulane University - A.B. Freeman School of Business 2001 — 2003
MBA, Finance, Accounting
Louisiana State University 1994 — 1998
BS, Business Administration
Millsaps College 1993 — 1994
ASA Architectural Design, LLC December 2014 - Present
Self December 2009 - December 2014
Venda, Inc. December 2004 - December 2009
OptiMark 1999 - 2001
Jefferies & Company, Inc 1997 - 1999
Skills
E-commerce, SEO, Lead Generation, Start-ups, Digital Marketing, Financial Modeling, Financial Management..., Futures Trading, Foreign Exchange, Financial Analysis, Financial Reporting, Business Development, Management, Strategic Partnerships, Finance, Strategic Planning, SaaS, Business Strategy, Strategy
Education
Lafayette College 1990 — 1994
BA, History
Delbarton High School 1986 — 1990
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch January 2009 - April 2010
Bank of America 2006 - 2009
Jefferies & Company, Inc. 2005 - 2006
Headwaters MB 2003 - 2005
Morgan Stanley 2000 - 2002
Morgan Stanley 1994 - 2000
Citigroup 1989 - 1994
Bankers Trust Company 1986 - 1989
Price Waterhouse 1980 - 1984
Skills
Investment Banking, Finance, Investments, Equities, Portfolio Management, Mergers & Acquisitions, Capital Raising, Mergers, LBO, Derivatives, Risk Management, Strategy, Capital Markets, Hedge Funds, IPO
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration, Finance and Accounting
Miami University 1976 — 1980
Bachelor of Science, Finance and Accounting
Valley Forge High School 1973 — 1976
Diploma
MasterCard November 2012 - January 2014
Nokia September 2009 - February 2012
Jefferies & Company, Inc. May 2001 - October 2008
Walt Disney Internet Group 1997 - 2001
Skills
Press Releases, Management, Marketing Communications, Cross-functional Team..., Corporate Communications, Advertising, Internal Communications, Project Management, Marketing
Education
Geneseo, State University of New York
BA
New York University School of Professional Continuing Studies
Norwalk Community College
A.S. Graphic Design Candidate
Universidad Complutense de Madrid, Escuela Para Extranjeros
University of Washington
Professional Certificate
BeavEx, Inc. May 2008 - Present
Jefferies & Company, Inc. June 2004 - May 2008
Crest View Advisors January 2003 - December 2003
Lehman Brothers March 2000 - December 2002
Oppenheimer / CIBC World Markets March 1995 - March 2000
Dun & Bradstreet July 1990 - March 1995
Skills
Private Equity, Mergers, Venture Capital, Investment Banking, Corporate Finance, Capital Markets, Valuation, Equities, Financial Modeling, Corporate Development, IPO, Due Diligence, LBO, Start-ups, Financial Analysis, Mergers & Acquisitions, Strategy, Restructuring, Executive Management, Finance, Leveraged Finance
Education
Cornell University - Johnson Graduate School of Management 1988 — 1990
MBA, Finance
Middlebury College 1982 — 1986
BA, History
Pittsford Sutherland
Jefferies & Company, Inc. July 2006 - March 2008
Jefferies / Broadview December 2003 - July 2006
Education
Princeton University 1998 — 2002
BSE
The Lovett School
EMC December 2011 - Present
Jefferies & Company, Inc. September 1996 - January 2012
Port Authority of NY and NJ May 1987 - September 1996
New Jersey Institute of Technology January 1986 - May 1988
Skills
Solaris, EMC Networker, Data Domain, Linux, Disaster Recovery, Networking, Virtualization, NAS, Unix Shell Scripting, Data Center, Unix, Storage, AIX, DNS, Servers, Perl, Troubleshooting, IT Service Management, Active Directory, Infrastructure
Education
New Jersey Institute of Technology 1984 — 1988
BS, Electrical Engineering
Jefferies Finance LLC December 2006 - Present
Jefferies & Company, Inc. 2003 - 2006
Broadview International October 2000 - December 2003
American Express TBS 1997 - 2000
Prager & Fenton 1993 - 1997
Star Pontiac Isuzu 1989 - 1993
Skills
Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Hedge Funds, Capital Markets, Due Diligence, Valuation, Equities, Alternative Investments, Bloomberg, Derivatives, IPO, Securities, Fixed Income, Finance, Management
Education
City University of New York 1988 — 1992
BS, Accounting
Poly Prep 1975 — 1984
Accounting and Finance
Jefferies & Company, Inc. January 2004 - Present
RBC Capital Markets August 1999 - January 2004
Jefferies & Company, Inc. January 1993 - August 1999
Skills
Private Equity, Valuation, Investment Banking, Venture Capital, Capital Markets, Mergers & Acquisitions, Private Placements, Corporate Finance, Corporate Development, Energy, Investor Relations, Strategy, Restructuring, Management Consulting, Financial Modeling
Education
Southern Methodist University 1986 — 1990
BS, Economics
Nonesuch Records February 2006 - 2008
Nordman Cormany Hair & Compton September 1997 - February 2006
Jefferies & Company February 1987 - September 1996
Jefferies & Company, Inc 1987 - 1996
Skills
Technical Support, Servers, Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, Public Speaking, Management, Risk Management, Windows, Business Analysis, Program Management
Education
California Polytechnic State University-San Luis Obispo 1974 — 1977
Tulane University Investment Management Office May 2014 - Present
AI International August 2006 - April 2014
Jefferies & Company, Inc. September 2001 - June 2004
Knight Securities December 2000 - September 2001
Ernst & Young LLP August 1998 - November 2000
Skills
Hedge Funds, Portfolio Management, Due Diligence, Strategy, Investments
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
The University of Chicago 1994 — 1998
BA, Economics
Stuyvesant High School
Nomura Securities November 2010 - Present
Barclays Capital September 2008 - October 2010
Lehman Brothers February 2008 - September 2008
Jefferies & Company, Inc December 1996 - 2007
Education
Columbia University in the City of New York 1989 — 1993
Fundation Group LLC July 2015 - Present
MSD Capital November 2007 - February 2015
Jefferies & Company, Inc September 2002 - June 2007
Skills
SQL, Microsoft SQL Server, Visual Studio, C#, VB.NET, VBA, SSIS, SSRS, ASP.NET, IIS, Perl, .NET, Microsoft Office, HTML, JavaScript, CSS, T-SQL, Visual Basic, Software Development, Web Services, Business Intelligence, Databases, XML
Education
Adelphi University 1998 — 2002
2 BS degrees, Computer Science and Mathematics
OFS Energy Fund LLC July 2013 - Present
Continental Energy Services LLC May 2009 - June 2013
The Boss Group February 2005 - May 2009
Buffalo Capital Partners March 2002 - February 2005
RBC Capital Markets August 1999 - March 2002
Jefferies & Company, Inc. June 1998 - August 1999
Skills
Private Equity, Mergers, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Equity Research, M&A experience, Investment Banking, Capital Markets, Portfolio Management
Education
University of Houston 1995 — 1998
JD/MBA
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration, Finance
The Kinkaid School 1984 — 1989
DDG June 2010 - Present
Hitviews April 2008 - June 2010
GE Consumer Finance April 2004 - April 2008
GE Money April 2004 - April 2008
Jefferies & Company, Inc 2002 - 2004
Skills
Financial Planning, New Product Ideation, Mergers, Start-ups, Marketing, Partnerships, SEM, Contract Negotiation, Business Performance..., Financial Modeling, Private Equity, Analytics, Venture Capital, Valuation, Due Diligence, Strategic Planning, Marketing Strategy, Digital Strategy, Social Media Marketing, Digital Marketing, Entrepreneurship, Management, Mergers & Acquisitions, Strategy, Business Strategy, Executive Management, Business Development, Product Development, Strategic Financial..., Program Financial..., Product Management, Online Marketing, Business Planning
Education
Emory University 1998 — 2002
BBA, Business Administration
Emory University - Goizueta Business School 1998 — 2002
BBA, Consulting and Marketing
Jefferies & Company, Inc November 2007 - Present
Accounting Firm Client 2004 - 2007
Eventus Capital Management, LLC January 2005 - September 2006
Knight Securities 1997 - 2003
Knight Capital Group 1997 - 2003
Education
Boston University 1984 — 1988
Jefferies & Company, Inc. August 2006 - Present
Simpson Thacher & Bartlett LLP October 2002 - July 2006
Delaware Court of Chancery 2001 - 2002
Education
University of Pennsylvania Law School 1998 — 2001
JD, Law
CANTOR FITZGERALD / BGC PARTNERS February 2006 - Present
DOUBLECLICK INC July 2003 - August 2005
J.P. MORGAN CHASE & CO. 2002 - 2002
MERRILL LYNCH EUROPE plc 2001 - 2001
FINANCIAL DYNAMICS/MORGEN WALKE September 1997 - August 2000
JEFFERIES & COMPANY, INC. July 1995 - August 1997
Skills
Investor Relations, Capital Markets, Equity Research, Equities, Due Diligence, Financial Modeling, Public Relations, Corporate Finance, IPO, Investments, Valuation, Fixed Income, Strategy, Finance, Mergers & Acquisitions, Bloomberg, Financial Markets, Equity Valuation, Commercial Real Estate, Real Estate Financing, Derivatives, Securities, Bonds, Equity Derivatives, Financial Analysis, Capital Raising, Financial Services, Electronic Trading, FX Options, Real Estate Economics, Real Estate, Internet, Mobile Internet, Internet Services, Online Advertising, Online Marketing, New Media, Banking, Investment Banking, Interactive..., Interactive Marketing, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of California, Berkeley 1987 — 1994
BA, Political Economy of Industrialized Societies
San Mateo High School
Pillar Multifamily, LLC, An Affiliate of Guggenheim Partners May 2013 - Present
Jefferies & Company, Inc. December 2009 - May 2013
Capmark July 2007 - December 2009
Skills
Management, Leadership, Finance, Asset Management, Financial Analysis, Portfolio Management, Due Diligence
Education
Eastern Illinois University 1997 — 1999
TEKsystems 2012 - Present
Jefferies & Company Inc November 2004 - April 2012
Jefferies & Company, Inc. November 2004 - April 2012
Proskauer Rose LLP 2003 - 2004
Weil Gotshal and Manges 2000 - 2003
Skills
Project Management, SDLC, IT Strategy, IT Management, Vendor Management, Citrix, Leadership, PMP, Microsoft Exchange, Management, IT Service Management, Windows Server, Visio, Cloud Computing, PMO, Active Directory, Disaster Recovery, Help Desk Support, Business Continuity, Time Management, Technical Support, ITIL, Software Documentation, Business Analysis, Infrastructure, Program Management, Incident Management, Lotus Notes, SharePoint, Data Center, Service Delivery, Information Technology, IT Operations
Education
Stevens Institute of Technology 2009 — 2011
Project Management
City University of New York-Brooklyn College 1978 — 1982
Bank of America August 2014 - Present
Jefferies & Company, Inc. September 2012 - August 2014
CastleRock Macro January 2011 - January 2012
Trigon Investment Advisors January 2009 - January 2011
Fortress Investment Group May 2006 - February 2009
RBS Greenwich Capital June 2001 - March 2006
Donaldson, Lufkin and Jenrette 1998 - 2000
Industial Bank of Japan 1997 - 1998
Skills
Hedge Funds, Asset Management, Investments, Equities, Fixed Income, Alternative Investments, Global Macro, Portfolio Management, Investment Strategies, Trading, Relative Value, Bonds, Derivatives, Managed Futures, Managed Accounts, Arbitrage, Volatility, Convertible Arbitrage, Bloomberg, Separately Managed..., Sales Execution, Best Execution, Trade Ideas, Foreign Exchange, Options, FX Options, Proprietary Trading, Rates, Trading Systems, Trading Strategies, Series 7, Series 63
Education
Bryant University 1993 — 1997
Bachelor of Science (B.S.), Finance
HSBC Global Banking and Markets September 2010 - Present
Mizuho Securities March 2007 - September 2010
BGC / Cantor Fitzgerald January 2005 - September 2006
Jefferies & Company, Inc. 2002 - 2004
Financial Industry Regulatory Authority (FINRA) September 1992 - July 2002
Skills
Derivatives, Capital Markets, Equities, Fixed Income, Securities, Hedge Funds, Risk Management, Portfolio Management, Investment Banking, Financial Services
Education
New York Law School 2005 — 2009
J.D., Banking, Corporate, Finance, and Securities Law
Scranton Preparatory School
Scranton Preparatory School
UBS March 2011 - Present
Jefferies & Company, Inc. October 2007 - March 2011
Credit Suisse Private Bank USA April 1999 - October 2007
Education
Stanford University
Bachelor of Arts
Piper Jaffray June 2010 - Present
U.S. Department of Energy October 2009 - December 2009
Jefferies & Company, Inc. January 2004 - April 2009
Broadview International 2004 - 2007
Robertson Stephens, Inc. March 2000 - August 2002
PricewaterhouseCoopers August 1997 - March 2000
Skills
Venture Capital, Corporate Finance, Investment Banking, Mergers, Cleantech, Business Development, Capital Markets, Corporate Development, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, IPO, Investments, LBO, Management, Mergers, Private Equity, Private Placements, Renewable Energy, Restructuring, Securities, Strategy, Valuation
Education
Bates College 1984 — 1988
Bachelor's degree, English
TransMarket Group, L.L.C. June 2013 - Present
Jefferies & Company, Inc May 2010 - February 2013
Wells Fargo & Co January 2009 - May 2010
Scotia Waterous May 2008 - August 2008
Cogent Partners October 2007 - April 2008
Apartment Realty Advisors 2006 - 2006
Skills
Bloomberg, DBC, Series 7, Series 63, Excel models, ThomsonOne, Brazilian Portuguese, Spanish, Public Finance, Valuation, Investment Banking, Municipal Bonds, Bond Pricing, Due Diligence, Banking, Financial Modeling, Bloomberg Terminal, Private Equity, Corporate Finance, Trading, Capital Markets
Education
Southern Methodist University 2005 — 2008
Finance, Economics
Southern Methodist University 2005 — 2008
Bachelor of Business Administration, FinanceFinance
Southern Methodist University - Cox School of Business 2005 — 2008
Bachelor of Business Administration (BBA), Finance
Jefferies & Company, Inc April 2012 - Present
Credit Suisse August 2000 - April 2012
Education
Lafayette College
Bachelor of Arts (BA)
The George Washington University
Master's degree, International Affairs/Economics
Jefferies & Company, Inc. February 2003 - Present
Western-Geco February 2002 - February 2003
Halliburton October 1997 - February 2002
Nitrotec Energy March 1995 - September 1997
Amoco Production Company May 1979 - March 1995
Education
University of Louisiana at Lafayette 1975 — 1979
BS, Chemical Engineering
Toyota Motor Sales, USA, Inc 2004 - Present
Toyota Motor Sales, USA, Inc. 2001 - 2004
Toyota Motor Sales, USA, Inc. 1999 - 2001
Jefferies & Company, Inc. 1995 - 1999
John Wolcott Associates 1989 - 1995
Education
California State University-Long Beach 1987 — 1989
BFA, Interior Design
University of California, Los Angeles 1983 — 1987
BA, Design
Jefferies & Company, Inc. Messaging Administratorjefferies1997 - Present
Education
Pace University 1986 — 1990
BS, Computer Science
Louisiana State University 1981 — 1983
Engineering
Global Hunter Securities November 2011 - Present
Dahlman Rose & Co. August 2004 - November 2011
Jefferies & Company, Inc. 1996 - 2003
Education
Columbia Business School
City of Sugar Land March 2014 - Present
Samsung Engineering America October 2012 - Present
American Art Resources 2011 - 2011
Jefferies & Company, Inc. 2010 - 2011
Zagg, Inc. August 2009 - July 2010
Boyden, Global Executive Search February 2008 - April 2008
Skills
Recruiting
Education
University of Houston, C.T. Bauer College of Business 2005 — 2010
B.B.A, Finance
University of Houston
Boston Properties June 2014 - Present
Jefferies & Company, Inc. June 2011 - March 2014
Jefferies & Company, Inc. June 2010 - August 2010
Skills
Sales, Financial Modeling, Valuation, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Equities, Corporate Finance, Private Equity, Financial Analysis, Investment Banking, Equity Research, LBO, Mergers & Acquisitions, Equity Valuation, Investments, Alternative Investments, Due Diligence, Series 7
Education
University of Notre Dame 2007 — 2011
Jefferies & Company, Inc. August 2010 - Present
Bear Stearns/JPMorgan March 1996 - 2009
Telekurs (North America) January 1992 - November 1995
Merrill Lynch January 1981 - October 1991
Skills
Software Quality..., Trading Systems, Integration, Analysis, Testing, Trading, IT Strategy, SDLC, Portfolio Management, Software Development, Quality Assurance, Fixed Income, Program Management
Education
Roger Williams University
BA, Management
Cowen Group November 2010 - April 2013
Jefferies & Company, Inc December 2006 - April 2009
Bank of America June 2006 - September 2006
Keefe, Bruyette & Woods, Inc September 2005 - December 2005
BNP Paribas October 2004 - September 2005
Pershing LLC August 2002 - September 2004
JPMorgan Chase December 2000 - June 2002
Skills
Trading Systems, Disaster Recovery, VPN, Electronic Trading, Market Data, Citrix, SharePoint, Technical Support, Bloomberg, Fixed Income, Equities, Trading, Derivatives, Investment Banking, Equity Trading, Windows XP, FX Options, Networking, System Deployment, Software Development, Blackberry, Network Administration, Testing
Education
Alphatrain
Monmouth University
Bachelors, years Computer Science; 2 years Economics; Economics
Global Hunter Securities July 2011 - 2012
The Balloch Group / TBG Capital August 2007 - June 2011
Jefferies & Company, Inc February 2002 - August 2007
Donaldson, Lufkin & Jenrette / Credit Suisse August 1999 - July 2001
Bear Stearns & Co. Inc May 1996 - August 1999
Education
Dartmouth College - The Tuck School of Business Administration
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (B.A.)
Citi September 2014 - Present
Macquarie Capital (USA) Inc. August 2012 - September 2014
Parkman Whaling LLC February 2010 - July 2012
Jefferies & Company, Inc. 2002 - 2009
CMS Oil and Gas 2000 - 2002
BP Amoco 1986 - 2000
Amoco Production Company 1988 - 1998
Skills
Valuation, Mergers, Due Diligence, Private Equity, Capital Markets, Financial Modeling, Corporate Finance, Joint Ventures, Equities, Energy, M&A experience, Financial Analysis, Geophysics, Recruiting, Mergers & Acquisitions, Divestitures, Economics
Education
University of Houston 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Arizona 1986 — 1988
MS, Geophysics
Purdue University 1983 — 1986
Geology
Whitefish High School 1979 — 1982
DTI LLC 2014 - Present
HettrickLaw, P.C. 2008 - 2014
Dickstein Shapiro LLP 2003 - 2005
Jefferies & Company, Inc. 1996 - 1997
Klein & Martin 1994 - 1995
AlliedSignal Inc. 1993 - 1994
Clark & Trevithick 1988 - 1994
Skills
Civil Litigation, Legal Research, Litigation, Litigation Support, Legal Writing, Commercial Litigation, Corporate Law, Employment Law, Document Review, Trials
Education
Loyola Marymount University 1985 — 1987
BA, English
UCLA Extension Corporate Education & Custom Programs
Legal Assistant Training Program, approved by the American Bar Association
Rockcliff Energy LLC January 2015 - Present
Texon February 2013 - January 2015
Patara Oil & Gas February 2012 - February 2013
Network International, Inc. (subsidiary of LSI) March 2011 - February 2012
Cervin Ventures June 2010 - February 2011
Jefferies & Company, Inc. July 2005 - August 2008
Education
Jones Graduate School of Business, Rice University 2008 — 2010
Master of Business Administration degree (MBA), Energy
University of Houston 2003 — 2005
B.B.A, Management
U.S. Department of Transportation (DOT) August 2009 - Present
Jefferies & Company, Inc. 2004 - 2009
Kurland Associates, LLC 2002 - 2004
US Airways 1999 - 2001
Federal Aviation Administration 1996 - 1999
City of Chicago 1987 - 1996
Education
Boston University School of Law
Brandeis University