SG Warburg
Industry: Investment banking
DescriptionS. G. Warburg & Co. was a London-based investment bank. It was listed on the London Stock Exchange and was once a constituent of the FTSE 100 Index. The firm was acquired by the Swiss Bank Corporation in 1995 and ultimately became a part of UBS. Headquarters: London, United Kingdom Founded: 1946 Number of employees: 6,000 Successor: Swiss Bank Corporation Type of business: Public company Ceased operations: 1995
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SG Warburg Employees
Employee
Years
Job
Industry
Karen O'Neill Karen O'Neill's SG Warburg Experience 1990 - 1992
Job Head of Lower School at Norwood School
Industry Education Management
Experience
Norwood School June 2015 - Present
Bank Street College of Education 2013 - Present
Sidwell Friends School August 2006 - June 2015
Sidwell Friends School 2010 - 2015
Sidwell Friends School 2009 - 2015
Beauvoir school 2003 - 2006
UBS November 1992 - July 2001
SG Warburg 1990 - 1992
Jardine Fleming 1987 - 1990
McKinsey & Company 1985 - 1987
Skills
Curriculum Design, Educational Leadership, Educational Technology, Classroom, K-12, Teacher Training, Elementary Education, Classroom Management, Literacy, Tutoring, Staff Development, Teaching, Management, Differentiated..., Lesson Planning, Community Outreach, Educational Consulting, Early Childhood...
Education
Columbia University in the City of New York 2013 — 2015
Masters of education, Educational Leadership and Administration, General
Bank Street College of Education 2001 — 2003
MA, Elementary education
Stanford University 1981 — 1985
BA, East Asian Studies
Norwood School June 2015 - Present
Bank Street College of Education 2013 - Present
Sidwell Friends School August 2006 - June 2015
Sidwell Friends School 2010 - 2015
Sidwell Friends School 2009 - 2015
Beauvoir school 2003 - 2006
UBS November 1992 - July 2001
SG Warburg 1990 - 1992
Jardine Fleming 1987 - 1990
McKinsey & Company 1985 - 1987
Skills
Curriculum Design, Educational Leadership, Educational Technology, Classroom, K-12, Teacher Training, Elementary Education, Classroom Management, Literacy, Tutoring, Staff Development, Teaching, Management, Differentiated..., Lesson Planning, Community Outreach, Educational Consulting, Early Childhood...
Education
Columbia University in the City of New York 2013 — 2015
Masters of education, Educational Leadership and Administration, General
Bank Street College of Education 2001 — 2003
MA, Elementary education
Stanford University 1981 — 1985
BA, East Asian Studies
Harry Ikenson Harry Ikenson's SG Warburg Experience 1988 - 1992
Job Research Professional
Industry Research
Experience
Ikenson Research/Consulting July 2007 - Present
Soleil Securities Corporation June 2006 - June 2007
Nollenberger Capital Partners 2005 - 2006
First Albany Capital 2002 - 2005
JP Morgan Chase (Formerly Hambrecht & Quist) 1998 - 2001
Rodman & Renshaw (formerly Mabon Securities) 1992 - March 1998
S.G. Warburg 1988 - 1992
Rothschild Inc. 1984 - 1988
Skills
Valuation, Financial Modeling, Equities, Equity Research, Investments, Financial Analysis, Corporate Finance, Equity Valuation, Asset Managment, Venture Capital, Bloomberg, Securities, Fixed Income, Private Equity, Capital Markets, Due Diligence, Hedge Funds, Investment Banking, Alternative Investments, Portfolio Management, Mergers, Mutual Funds, Asset Management, Series 7, Investment Management, Asset Allocation, Investment Strategies, Financial Markets, Trading, Competitive Analysis, Financial Services, Investor Relations, Mergers & Acquisitions, Start-ups, IPO, Derivatives, Emerging Markets, Corporate Development, Commodity, Equity Trading, Investment Advisory, Finance, Business Valuation, Structured Finance, Financial Advisory, Options, Bonds, Bloomberg Terminal, Electronic Trading, Trading Systems
Education
University of Bridgeport
B.S. Finance, Finance, General
Ikenson Research/Consulting July 2007 - Present
Soleil Securities Corporation June 2006 - June 2007
Nollenberger Capital Partners 2005 - 2006
First Albany Capital 2002 - 2005
JP Morgan Chase (Formerly Hambrecht & Quist) 1998 - 2001
Rodman & Renshaw (formerly Mabon Securities) 1992 - March 1998
S.G. Warburg 1988 - 1992
Rothschild Inc. 1984 - 1988
Skills
Valuation, Financial Modeling, Equities, Equity Research, Investments, Financial Analysis, Corporate Finance, Equity Valuation, Asset Managment, Venture Capital, Bloomberg, Securities, Fixed Income, Private Equity, Capital Markets, Due Diligence, Hedge Funds, Investment Banking, Alternative Investments, Portfolio Management, Mergers, Mutual Funds, Asset Management, Series 7, Investment Management, Asset Allocation, Investment Strategies, Financial Markets, Trading, Competitive Analysis, Financial Services, Investor Relations, Mergers & Acquisitions, Start-ups, IPO, Derivatives, Emerging Markets, Corporate Development, Commodity, Equity Trading, Investment Advisory, Finance, Business Valuation, Structured Finance, Financial Advisory, Options, Bonds, Bloomberg Terminal, Electronic Trading, Trading Systems
Education
University of Bridgeport
B.S. Finance, Finance, General
Jane Pritchett Henderson's SG Warburg Experience November 1994 - July 1995
Job SVP, Chief Financial & Business Officer, Kolltan Pharmaceuticals
Industry Pharmaceuticals
Experience
Kolltan Pharmaceuticals, Inc. February 2013 - Present
Eleven Biotherapeutics October 2013 - Present
ISTA Pharmaceuticals June 2010 - June 2012
Axerion Therapeutics, Inc September 2009 - May 2010
Panacos Pharmaceuticals, Inc January 2008 - February 2009
HSBC Securities (USA) Inc March 2005 - November 2007
CIBC World Markets February 2001 - February 2005
Lehman Brothers July 1999 - February 2001
Salomon Brothers/Salomon Smith Barney/Citigroup July 1995 - July 1999
SG Warburg November 1994 - July 1995
Skills
Pharmaceuticals, Mergers, Healthcare, Debt, Valuation, Biotechnology
Education
Duke University 1983 — 1987
Bachelor of Science, Psychology
Kolltan Pharmaceuticals, Inc. February 2013 - Present
Eleven Biotherapeutics October 2013 - Present
ISTA Pharmaceuticals June 2010 - June 2012
Axerion Therapeutics, Inc September 2009 - May 2010
Panacos Pharmaceuticals, Inc January 2008 - February 2009
HSBC Securities (USA) Inc March 2005 - November 2007
CIBC World Markets February 2001 - February 2005
Lehman Brothers July 1999 - February 2001
Salomon Brothers/Salomon Smith Barney/Citigroup July 1995 - July 1999
SG Warburg November 1994 - July 1995
Skills
Pharmaceuticals, Mergers, Healthcare, Debt, Valuation, Biotechnology
Education
Duke University 1983 — 1987
Bachelor of Science, Psychology
Shariar Mohajer Shariar Mohajer's SG Warburg Experience June 1994 - August 1994
Job Managing Director, Mergers & Acquisitions at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2004 - Present
Merrill Lynch 1996 - 2002
SG Warburg June 1994 - August 1994
Lehman Brothers 1990 - 1993
Education
Harvard Business School 1993 — 1995
MBA
Columbia University in the City of New York
B.S.
UNIS
iranzamin
RBC Capital Markets 2004 - Present
Merrill Lynch 1996 - 2002
SG Warburg June 1994 - August 1994
Lehman Brothers 1990 - 1993
Education
Harvard Business School 1993 — 1995
MBA
Columbia University in the City of New York
B.S.
UNIS
iranzamin
Jim Ewart Jim Ewart's SG Warburg Experience 1985 - 1994
Job Independent Financial Services Professional
Industry Financial Services
Experience
MLPFS 2002 - Present
Merrill Lynch 1994 - 2002
SG Warburg 1985 - 1994
Sheppardsand Chase (overseas) 1981 - 1985
Deutsche bank Capital Corp. June 1971 - 1981
US Army 1968 - 1971
Skills
Avoiding work of any..., Sleeping in!, Afternoon cocktails on...
Education
School of Hard Knocks 1949 — 2011
PHD, You name it, I studied it!
Brooklyn College 1966 — 1968
MLPFS 2002 - Present
Merrill Lynch 1994 - 2002
SG Warburg 1985 - 1994
Sheppardsand Chase (overseas) 1981 - 1985
Deutsche bank Capital Corp. June 1971 - 1981
US Army 1968 - 1971
Skills
Avoiding work of any..., Sleeping in!, Afternoon cocktails on...
Education
School of Hard Knocks 1949 — 2011
PHD, You name it, I studied it!
Brooklyn College 1966 — 1968
Gary Barr's SG Warburg Experience August 1987 - January 1994
Job Chief Operating Officer
Industry Financial Services
Experience
Novus Partners, Inc. September 2013 - September 2015
Bridgewater Associates November 2009 - September 2013
Thomson Reuters June 2006 - October 2009
Reuters April 2002 - May 2006
Spirit Solutions Ltd June 2001 - April 2002
Credit Suisse April 1995 - June 2001
Goldman Sachs February 1994 - April 1995
SG Warburg August 1987 - January 1994
Skills
Financial Services, Enterprise Software, Information Management, Data Analysis, Leadership, Business Intelligence, Business Analysis, Analytics, Business Transformation, Portfolio Management, Change Management, Capital Markets, Business Process..., Outsourcing, Data Warehousing, Vendor Management, Strategy, Strategic Planning, Business Development, Business Strategy, Management Consulting, Product Management, Strategic Partnerships, Start-ups, CRM, Equities, Integration
Education
Harvard Business School 2006 — 2006
Strategic Competitive Advantage
ROYAL HOSPITAL SCHOOL, IPSWICH, UK 1979 — 1987
Economics, Pure/Applied Mathematics, Computing Technology
Novus Partners, Inc. September 2013 - September 2015
Bridgewater Associates November 2009 - September 2013
Thomson Reuters June 2006 - October 2009
Reuters April 2002 - May 2006
Spirit Solutions Ltd June 2001 - April 2002
Credit Suisse April 1995 - June 2001
Goldman Sachs February 1994 - April 1995
SG Warburg August 1987 - January 1994
Skills
Financial Services, Enterprise Software, Information Management, Data Analysis, Leadership, Business Intelligence, Business Analysis, Analytics, Business Transformation, Portfolio Management, Change Management, Capital Markets, Business Process..., Outsourcing, Data Warehousing, Vendor Management, Strategy, Strategic Planning, Business Development, Business Strategy, Management Consulting, Product Management, Strategic Partnerships, Start-ups, CRM, Equities, Integration
Education
Harvard Business School 2006 — 2006
Strategic Competitive Advantage
ROYAL HOSPITAL SCHOOL, IPSWICH, UK 1979 — 1987
Economics, Pure/Applied Mathematics, Computing Technology
Henry Gourdeau Henry Gourdeau's SG Warburg Experience January 1994 - June 1996
Job SVP, Equity Sales Trading at Cheuvreux
Industry Financial Services
Experience
Kepler Cheuvreux March 2014 - Present
Cheuvreux April 2011 - May 2013
Seacross Global Advisors March 2006 - November 2008
Talisker Club 2008 - 2008
Grosvenor Street Capital January 2005 - January 2006
JNK Securities January 2005 - November 2005
Bank of Montreal January 2003 - December 2004
Gourdeau Ltd January 2001 - January 2003
Lehman Brothers June 1996 - May 1999
SG Warburg January 1994 - June 1996
Skills
Equities, Trading, Bonds, Hedge Funds, Options, Derivatives, Series 7, Securities, Equity Trading, FX Options, Series 24, Order Management, Bloomberg, Index Options, Currency Futures, Foreign Currency..., Sales Trading, Series 63
Education
Hamilton College 1989 — 1993
BA, Economics and World Politics
Phillips Academy, Andover 1986 — 1989
Kepler Cheuvreux March 2014 - Present
Cheuvreux April 2011 - May 2013
Seacross Global Advisors March 2006 - November 2008
Talisker Club 2008 - 2008
Grosvenor Street Capital January 2005 - January 2006
JNK Securities January 2005 - November 2005
Bank of Montreal January 2003 - December 2004
Gourdeau Ltd January 2001 - January 2003
Lehman Brothers June 1996 - May 1999
SG Warburg January 1994 - June 1996
Skills
Equities, Trading, Bonds, Hedge Funds, Options, Derivatives, Series 7, Securities, Equity Trading, FX Options, Series 24, Order Management, Bloomberg, Index Options, Currency Futures, Foreign Currency..., Sales Trading, Series 63
Education
Hamilton College 1989 — 1993
BA, Economics and World Politics
Phillips Academy, Andover 1986 — 1989
Daniel Turbin Daniel Turbin's SG Warburg Experience 1991 - 1993
Job Fixed Income, Looking for a new opportunity.
Industry Investment Banking
Experience
Consultant, Investments & Fixed Income December 2011 - Present
Fondsfinans March 2011 - December 2011
Oppenheimer & Co. October 2010 - February 2011
Regional Broker Dealer 2009 - August 2010
Nykredit Markets 2005 - 2008
Barclays & CIBC (Joint venture) March 2004 - August 2005
ABN AMRO February 1993 - June 1998
S.G. Warburg 1991 - 1993
Credit Lyonnais 1990 - 1991
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Equity Derivatives, Trading, Hedging, Valuation, Financial Structuring, Credit Derivatives, Private Banking, Options, Asset Allocation, FX Options, Hedge Funds, Portfolio Management, Structured Products, Series 7, Bonds, Currency, MBS, Emerging Markets, Investments, Financial Markets, Securities, Structured Finance, Investment Banking, Quantitative Finance, Structuring, FX, Alternative Investments, Interest Rate Swaps, Fine Art
Education
Northwestern University 1984 — 1988
M.S.
Boston University 1979 — 1983
B.A.
Consultant, Investments & Fixed Income December 2011 - Present
Fondsfinans March 2011 - December 2011
Oppenheimer & Co. October 2010 - February 2011
Regional Broker Dealer 2009 - August 2010
Nykredit Markets 2005 - 2008
Barclays & CIBC (Joint venture) March 2004 - August 2005
ABN AMRO February 1993 - June 1998
S.G. Warburg 1991 - 1993
Credit Lyonnais 1990 - 1991
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Equity Derivatives, Trading, Hedging, Valuation, Financial Structuring, Credit Derivatives, Private Banking, Options, Asset Allocation, FX Options, Hedge Funds, Portfolio Management, Structured Products, Series 7, Bonds, Currency, MBS, Emerging Markets, Investments, Financial Markets, Securities, Structured Finance, Investment Banking, Quantitative Finance, Structuring, FX, Alternative Investments, Interest Rate Swaps, Fine Art
Education
Northwestern University 1984 — 1988
M.S.
Boston University 1979 — 1983
B.A.
Jean-Michel Smith Jean-Michel Smith's SG Warburg Experience 1993 - 1995
Job Senior Linux Engineer at IMC financial markets & asset management
Industry Financial Services
Experience
IMC financial markets & asset management 2012 - Present
HSBC Securities 2010 - 2012
Deutsche Bank AG, London 2008 - 2010
Endeavour Capital May 2007 - December 2008
KC-CO II 1995 - 2006
S.G. Warburg 1993 - 1995
Skills
Solaris, Perl, Linux, Low Latency, Trading Systems, Python, Automation, Puppet, Distill, Performance Tuning, Ruby, Virtualization, Cloud Computing, Integration, Operating Systems, Cluster, Disaster Recovery, Data Center, VMware, Cisco Technologies, High Availability, Salt Stack, Unix, Servers, ITIL
Education
University of Illinois at Urbana-Champaign 1987 — 1990
BS, Computer Science, College of Engineering
Illinois State University
Computer Science, 4.0/4.0
IMC financial markets & asset management 2012 - Present
HSBC Securities 2010 - 2012
Deutsche Bank AG, London 2008 - 2010
Endeavour Capital May 2007 - December 2008
KC-CO II 1995 - 2006
S.G. Warburg 1993 - 1995
Skills
Solaris, Perl, Linux, Low Latency, Trading Systems, Python, Automation, Puppet, Distill, Performance Tuning, Ruby, Virtualization, Cloud Computing, Integration, Operating Systems, Cluster, Disaster Recovery, Data Center, VMware, Cisco Technologies, High Availability, Salt Stack, Unix, Servers, ITIL
Education
University of Illinois at Urbana-Champaign 1987 — 1990
BS, Computer Science, College of Engineering
Illinois State University
Computer Science, 4.0/4.0
Kara McConville's SG Warburg Experience August 1994 - November 1995
Job Director, Communications Planning & Strategy at Spitfire Communications
Industry Public Relations and Communications
Experience
Spitfire Communications January 2014 - Present
Spitfire Communications August 2013 - December 2013
Morgan Stanley January 2004 - June 2004
Morgan Stanley July 2002 - December 2003
Morgan Stanley July 2000 - July 2002
Morgan Stanley February 1998 - July 2000
Paine Webber August 1997 - February 1998
Dean Witter November 1995 - August 1997
S.G. Warburg August 1994 - November 1995
The Depository Trust Company June 1992 - August 1994
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Strategic Planning, Copywriting, Internal Communications, Corporate Communications, Public Relations, Project Management, Speech Writing, Direct Marketing, PowerPoint, Budgeting, Promotions, Email Marketing, Product Management, Social Media, Vendor Management, Budget Management, Event Marketing, Content Development, Content Management, Product Marketing, Excel, Online Marketing, Marketing Management, Digital Marketing, Employee Benefits, B2B Marketing, Compliance, Technical Writing, Editing, 401k, Financial Services, Asset Management, Asset Allocation, Retirement Planning, Creative Direction, Event Planning
Education
University of Scranton 1988 — 1992
B.A., Communication
Spitfire Communications January 2014 - Present
Spitfire Communications August 2013 - December 2013
Morgan Stanley January 2004 - June 2004
Morgan Stanley July 2002 - December 2003
Morgan Stanley July 2000 - July 2002
Morgan Stanley February 1998 - July 2000
Paine Webber August 1997 - February 1998
Dean Witter November 1995 - August 1997
S.G. Warburg August 1994 - November 1995
The Depository Trust Company June 1992 - August 1994
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Strategic Planning, Copywriting, Internal Communications, Corporate Communications, Public Relations, Project Management, Speech Writing, Direct Marketing, PowerPoint, Budgeting, Promotions, Email Marketing, Product Management, Social Media, Vendor Management, Budget Management, Event Marketing, Content Development, Content Management, Product Marketing, Excel, Online Marketing, Marketing Management, Digital Marketing, Employee Benefits, B2B Marketing, Compliance, Technical Writing, Editing, 401k, Financial Services, Asset Management, Asset Allocation, Retirement Planning, Creative Direction, Event Planning
Education
University of Scranton 1988 — 1992
B.A., Communication
Michiel McCarty Michiel McCarty's SG Warburg Experience September 1991 - December 1995
Job
Industry Financial Services
Experience
M.M. Dillon & Co. January 2004 - Present
Gleacher Partners January 1996 - December 2003
S.G. Warburg September 1991 - December 1995
Dillon Read & Co. Inc June 1979 - September 1991
Citicorp NA June 1975 - June 1979
Skills
Merger Advisory, Capital Markets, Private Equity, Investment Banking, Equities, Mergers & Acquisitions, Valuation, Investments, Mergers, Corporate Development
Education
The Wharton School, University of Pennsylvania 1973 — 1975
MBA, Finance
Vanderbilt University 1969 — 1973
BA with Honors, Physics
M.M. Dillon & Co. January 2004 - Present
Gleacher Partners January 1996 - December 2003
S.G. Warburg September 1991 - December 1995
Dillon Read & Co. Inc June 1979 - September 1991
Citicorp NA June 1975 - June 1979
Skills
Merger Advisory, Capital Markets, Private Equity, Investment Banking, Equities, Mergers & Acquisitions, Valuation, Investments, Mergers, Corporate Development
Education
The Wharton School, University of Pennsylvania 1973 — 1975
MBA, Finance
Vanderbilt University 1969 — 1973
BA with Honors, Physics
Anne M Rianda Anne M Rianda's SG Warburg Experience 1984 - 1990
Job Associate Director. Sales and Relationship Management Professional
Industry Museums and Institutions
Experience
California Academy of Sciences 2009 - Present
California Academy of Sciences 2007 - 2009
California Academy of Sciences 2000 - 2007
California Academy of Sciences 1997 - 2000
E.A.T. 1994 - 1996
E.S.I. 1992 - 1994
S.G. Warburg 1984 - 1990
Skills
Event Planning, Event Management, Non-profits, Fundraisers, Museums, Budgets, Customer Service, Editing, Strategic Planning, Nonprofits, Corporate Events, Trade Shows, Marketing Strategy, Microsoft Office, Sales
Education
Golden Gate University 1987 — 1990
MBA, Finance
Purdue University
BS, Home Economics
Santa Clara University
Liberal Arts
Notre Dame High School
California Academy of Sciences 2009 - Present
California Academy of Sciences 2007 - 2009
California Academy of Sciences 2000 - 2007
California Academy of Sciences 1997 - 2000
E.A.T. 1994 - 1996
E.S.I. 1992 - 1994
S.G. Warburg 1984 - 1990
Skills
Event Planning, Event Management, Non-profits, Fundraisers, Museums, Budgets, Customer Service, Editing, Strategic Planning, Nonprofits, Corporate Events, Trade Shows, Marketing Strategy, Microsoft Office, Sales
Education
Golden Gate University 1987 — 1990
MBA, Finance
Purdue University
BS, Home Economics
Santa Clara University
Liberal Arts
Notre Dame High School
Brian Crosby Brian Crosby's SG Warburg Experience August 1993 - August 1995
Job Private Equity Partner
Industry Venture Capital & Private Equity
Experience
Falconhead Capital February 2002 - October 2012
Competitor Group December 2007 - September 2012
Wright Venture Partners August 2000 - January 2002
Icahn Associates June 1999 - August 2000
Bessemer Partners June 1998 - August 1998
Kohlberg & Company August 1995 - August 1997
S.G. Warburg August 1993 - August 1995
Skills
Investments, Mergers & Acquisitions, Start-ups, Valuation, Venture Capital, Corporate Development, Financial Modeling, Private Equity, Mezzanine, Restructuring, Strategic Partnerships, Investment Banking, Leveraged Finance, Corporate Finance, M&A experience, Mergers, Alternative Investments, Entrepreneurship, Due Diligence, Strategy, LBO, Private Placements, Business Strategy, Hedge Funds
Education
Harvard Business School 1997 — 1999
MBA
Princeton University 1989 — 1993
A.B.
The Pingry School
Falconhead Capital February 2002 - October 2012
Competitor Group December 2007 - September 2012
Wright Venture Partners August 2000 - January 2002
Icahn Associates June 1999 - August 2000
Bessemer Partners June 1998 - August 1998
Kohlberg & Company August 1995 - August 1997
S.G. Warburg August 1993 - August 1995
Skills
Investments, Mergers & Acquisitions, Start-ups, Valuation, Venture Capital, Corporate Development, Financial Modeling, Private Equity, Mezzanine, Restructuring, Strategic Partnerships, Investment Banking, Leveraged Finance, Corporate Finance, M&A experience, Mergers, Alternative Investments, Entrepreneurship, Due Diligence, Strategy, LBO, Private Placements, Business Strategy, Hedge Funds
Education
Harvard Business School 1997 — 1999
MBA
Princeton University 1989 — 1993
A.B.
The Pingry School
James Duffy James Duffy's SG Warburg Experience 1994 - 1995
Job Director GEF Prime Brokerage Client Services
Industry Financial Services
Experience
Scotia Capital February 2011 - Present
Deutsche Bank March 2010 - March 2011
Innovative Planning Services, Inc. May 2009 - October 2009
Deutsche Bank March 1998 - December 2008
NatWest Markets October 1994 - March 1998
SG Warburg 1994 - 1995
Oppenheimer & Co. June 1986 - October 1994
Education
University at Albany, SUNY 1982 — 1986
Bachelor of Arts, Criminal Justice/Sociology
Scotia Capital February 2011 - Present
Deutsche Bank March 2010 - March 2011
Innovative Planning Services, Inc. May 2009 - October 2009
Deutsche Bank March 1998 - December 2008
NatWest Markets October 1994 - March 1998
SG Warburg 1994 - 1995
Oppenheimer & Co. June 1986 - October 1994
Education
University at Albany, SUNY 1982 — 1986
Bachelor of Arts, Criminal Justice/Sociology
Robert Heath Robert Heath's SG Warburg Experience September 1993 - September 1996
Job Senior Vice President at RPX Corporation
Industry Financial Services
Experience
RPX Corporation January 2015 - Present
RPX Corporation March 2011 - December 2014
Technicolor (Thomson Inc.) June 2002 - October 2008
Screenvision 2002 - 2008
iBAHN 2000 - 2000
Robertson Stephens September 1996 - December 1999
SG Warburg September 1993 - September 1996
Kidder Peabody 1991 - 1993
Price Waterhouse 1985 - 1989
Skills
Mergers, Digital Media, Business Development, Strategy, Intellectual Property, Corporate Finance, Acquisition Integration, Contract Negotiation, Managerial Finance, Software, Litigation Support, Data Mining, Mergers & Acquisitions, Strategic Planning, Start-ups, Entrepreneurship, Corporate Development, Strategic Partnerships, Venture Capital, Executive Management, Private Equity, Investments, Licensing, Due Diligence, Finance, Financial Modeling
Education
Harvard College
AB, Philosophy
The University of Chicago - Booth School of Business
MBA, Finance, Statistics
RPX Corporation January 2015 - Present
RPX Corporation March 2011 - December 2014
Technicolor (Thomson Inc.) June 2002 - October 2008
Screenvision 2002 - 2008
iBAHN 2000 - 2000
Robertson Stephens September 1996 - December 1999
SG Warburg September 1993 - September 1996
Kidder Peabody 1991 - 1993
Price Waterhouse 1985 - 1989
Skills
Mergers, Digital Media, Business Development, Strategy, Intellectual Property, Corporate Finance, Acquisition Integration, Contract Negotiation, Managerial Finance, Software, Litigation Support, Data Mining, Mergers & Acquisitions, Strategic Planning, Start-ups, Entrepreneurship, Corporate Development, Strategic Partnerships, Venture Capital, Executive Management, Private Equity, Investments, Licensing, Due Diligence, Finance, Financial Modeling
Education
Harvard College
AB, Philosophy
The University of Chicago - Booth School of Business
MBA, Finance, Statistics
Jackie Dyer Jackie Dyer's SG Warburg Experience 1990 - 1991
Job Director of Finance at The Partnership for InnerCity Education
Industry Financial Services
Experience
The Partnership for Inner-City Education April 2015 - Present
Kids in Namibia Deserve Love and Encouragement 2014 - Present
ING, NYS Insurance Department 1998 - 2000
TMG Financial Products 1993 - 1997
Rossing Foundation 1992 - 1992
SG Warburg 1990 - 1991
Bank of Boston 1987 - 1990
Skills
Fixed Income, Derivatives, Trading, Financial Risk..., Structured Finance, Finance, Financial Services, Structured Products, Risk Management, Swaps, Bonds, Strategy, Analytics, Operational Risk, Due Diligence, Capital Markets, Options, Proprietary Trading, Portfolio Management, Leadership, Financial Modeling
Education
Harvard Business School 1984 — 1986
MBA
The Johns Hopkins University 1978 — 1982
B.A.
The Partnership for Inner-City Education April 2015 - Present
Kids in Namibia Deserve Love and Encouragement 2014 - Present
ING, NYS Insurance Department 1998 - 2000
TMG Financial Products 1993 - 1997
Rossing Foundation 1992 - 1992
SG Warburg 1990 - 1991
Bank of Boston 1987 - 1990
Skills
Fixed Income, Derivatives, Trading, Financial Risk..., Structured Finance, Finance, Financial Services, Structured Products, Risk Management, Swaps, Bonds, Strategy, Analytics, Operational Risk, Due Diligence, Capital Markets, Options, Proprietary Trading, Portfolio Management, Leadership, Financial Modeling
Education
Harvard Business School 1984 — 1986
MBA
The Johns Hopkins University 1978 — 1982
B.A.
Michael LaBarbera Michael LaBarbera's SG Warburg Experience 1994 - 1996
Job Chief Financial Officer at Chart Acquisition Corp.
Industry Investment Banking
Experience
Chart Group 2002 - Present
Chart Acquisition Corp. August 2011 - Present
Laney Directional Drilling May 2008 - Present
Dresdner Kleinwort Capital 1996 - 2001
SG Warburg 1994 - 1996
Dillon Read & Co 1984 - 1994
Skills
Corporate Finance, Capital Markets, Private Placements, Leveraged Finance, Private Equity, Audit Committee
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance/Accounting
Brooklyn College, CUNY 1967 — 1971
BS, Chemistry
Chart Group 2002 - Present
Chart Acquisition Corp. August 2011 - Present
Laney Directional Drilling May 2008 - Present
Dresdner Kleinwort Capital 1996 - 2001
SG Warburg 1994 - 1996
Dillon Read & Co 1984 - 1994
Skills
Corporate Finance, Capital Markets, Private Placements, Leveraged Finance, Private Equity, Audit Committee
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance/Accounting
Brooklyn College, CUNY 1967 — 1971
BS, Chemistry
Tai-Ran Niew Tai-Ran Niew's SG Warburg Experience October 1994 - June 1996
Job
Industry Wine and Spirits
Experience
Niew Vineyards October 2010 - Present
First Solar September 2007 - September 2008
Goldman Sachs April 1998 - May 2006
Deutsche Bank June 1996 - March 1998
S.G. Warburg October 1994 - June 1996
Skills
Investment Banking, Financial Modeling, Mergers, Corporate Development, Wine Tasting, Team Building, Food & Beverage, Renewable Energy, Wineries, Wine Lists, Vineyard, Winemaking, Due Diligence, Venture Capital, Private Equity, Mergers, Corporate Finance, Business Strategy, Capital Markets, Investments, Strategy, Valuation
Education
University of Cambridge 1988 — 1994
PhD, Aeronautical Engineering
Niew Vineyards October 2010 - Present
First Solar September 2007 - September 2008
Goldman Sachs April 1998 - May 2006
Deutsche Bank June 1996 - March 1998
S.G. Warburg October 1994 - June 1996
Skills
Investment Banking, Financial Modeling, Mergers, Corporate Development, Wine Tasting, Team Building, Food & Beverage, Renewable Energy, Wineries, Wine Lists, Vineyard, Winemaking, Due Diligence, Venture Capital, Private Equity, Mergers, Corporate Finance, Business Strategy, Capital Markets, Investments, Strategy, Valuation
Education
University of Cambridge 1988 — 1994
PhD, Aeronautical Engineering
Manisha Thakor Manisha Thakor's SG Warburg Experience 1992 - 1992
Job Director of Wealth Strategies for Women
Industry Financial Services
Experience
The Buckingham Family of Financial Services January 2015 - Present
MoneyZen LLC May 2009 - Present
Sands Capital Management 2008 - 2009
Fayez Sarofim & Co. 1997 - 2008
Atalanta/Sosnoff Capital Corp 1993 - 1995
S.G. Warburg 1992 - 1992
Skills
Blogging, Nonprofits, Management, Leadership, Securities, Social Media, Integrated Marketing, Training, Marketing, Financial Services, Hedge Funds, Non-profits, Equities, Personal Finance, Financial Advisory, Equity Research, Investment Management, Series 7, Mutual Funds, Strategic Planning, Philanthropy, ETFs, Due Diligence, Finance, Asset Allocation, Teaching, Financial Analysis, Entrepreneurship, Private Equity
Education
Harvard Business School 1995 — 1997
MBA
Wellesley College 1988 — 1992
BA, American Studies
The Buckingham Family of Financial Services January 2015 - Present
MoneyZen LLC May 2009 - Present
Sands Capital Management 2008 - 2009
Fayez Sarofim & Co. 1997 - 2008
Atalanta/Sosnoff Capital Corp 1993 - 1995
S.G. Warburg 1992 - 1992
Skills
Blogging, Nonprofits, Management, Leadership, Securities, Social Media, Integrated Marketing, Training, Marketing, Financial Services, Hedge Funds, Non-profits, Equities, Personal Finance, Financial Advisory, Equity Research, Investment Management, Series 7, Mutual Funds, Strategic Planning, Philanthropy, ETFs, Due Diligence, Finance, Asset Allocation, Teaching, Financial Analysis, Entrepreneurship, Private Equity
Education
Harvard Business School 1995 — 1997
MBA
Wellesley College 1988 — 1992
BA, American Studies
ED KOLESHNICK ED KOLESHNICK's SG Warburg Experience 1985 - 1995
Job Independent Professional Licensed Chauffeur
Industry Financial Services
Experience
Ed Koleshnick September 2013 - Present
UBS April 2012 - December 2012
RBS Global Banking & Markets November 2010 - November 2011
Deutsche Bank Securities October 1995 - July 2009
NATWEST SECURITIES 1995 - 1998
S.G. WARBURG 1985 - 1995
Cowen and Company 1981 - 1983
Skills
Settlements, Customer Service, Fixed Income, Equities, Reconciliations, Bonds, Securities, Derivatives, Middle Office, Back Office, Excel, Funding, Change Management, Word, DTC, Physical Security, Account Reconciliation, Settlement
Education
Kingsborough Community College
BS, Business Administration
Ed Koleshnick September 2013 - Present
UBS April 2012 - December 2012
RBS Global Banking & Markets November 2010 - November 2011
Deutsche Bank Securities October 1995 - July 2009
NATWEST SECURITIES 1995 - 1998
S.G. WARBURG 1985 - 1995
Cowen and Company 1981 - 1983
Skills
Settlements, Customer Service, Fixed Income, Equities, Reconciliations, Bonds, Securities, Derivatives, Middle Office, Back Office, Excel, Funding, Change Management, Word, DTC, Physical Security, Account Reconciliation, Settlement
Education
Kingsborough Community College
BS, Business Administration
Christopher Shelley's SG Warburg Experience November 1991 - July 1995
Job Superior Customer Service
Industry Financial Services
Experience
Ronetco Supermarkets Inc August 2015 - Present
Renetco Supermarkets April 2015 - August 2015
Natixis North America September 2013 - June 2014
BNY Mellon July 2012 - December 2012
Société Générale March 2011 - August 2011
The Depository Trust & Clearing Corporation November 2008 - January 2011
WaMu Capital Corp September 2003 - April 2008
ABN AMRO Bank N.V. September 2001 - September 2003
CIBC World Markets September 1995 - September 2001
SG Warburg November 1991 - July 1995
Skills
Fixed Income, Bloomberg, Trading, Settlements, Middle Office, MBS, Reconciliation, Asset Management, Bonds, Banking, Risk Management, Securities, Investments, Back Office, Derivatives, Financial Analysis, Funding, Capital Markets, Customer Relations, Business Analysis, Investment Banking, Valuation, Compliance, Financial Markets, Risk, Trading Systems, Credit, Excel, Access, Vendor Management, Microsoft Office, Problem Solving, Accounting, Documentation, Strategic Planning, Options, Cash Management, Financial Reporting, Structured Finance, Process Engineering, Impact System, Broadridge, Settlement, Account Reconciliation, Equities, Microsoft Excel, Customer Service, Prime Brokerage, Hedging, Hedge Funds
Education
Kingsborough Community College 1982 — 1984
Liberal Arts and Sciences/Liberal Studies
Kingsborough Community College 1982 — 1984
Ronetco Supermarkets Inc August 2015 - Present
Renetco Supermarkets April 2015 - August 2015
Natixis North America September 2013 - June 2014
BNY Mellon July 2012 - December 2012
Société Générale March 2011 - August 2011
The Depository Trust & Clearing Corporation November 2008 - January 2011
WaMu Capital Corp September 2003 - April 2008
ABN AMRO Bank N.V. September 2001 - September 2003
CIBC World Markets September 1995 - September 2001
SG Warburg November 1991 - July 1995
Skills
Fixed Income, Bloomberg, Trading, Settlements, Middle Office, MBS, Reconciliation, Asset Management, Bonds, Banking, Risk Management, Securities, Investments, Back Office, Derivatives, Financial Analysis, Funding, Capital Markets, Customer Relations, Business Analysis, Investment Banking, Valuation, Compliance, Financial Markets, Risk, Trading Systems, Credit, Excel, Access, Vendor Management, Microsoft Office, Problem Solving, Accounting, Documentation, Strategic Planning, Options, Cash Management, Financial Reporting, Structured Finance, Process Engineering, Impact System, Broadridge, Settlement, Account Reconciliation, Equities, Microsoft Excel, Customer Service, Prime Brokerage, Hedging, Hedge Funds
Education
Kingsborough Community College 1982 — 1984
Liberal Arts and Sciences/Liberal Studies
Kingsborough Community College 1982 — 1984
Karen Oeser, CFA Karen Oeser, CFA's SG Warburg Experience June 1993 - June 1994
Job VP, Fixed Income and Alternative Investments at Hart Capital Management, Inc.
Industry Investment Management
Experience
Hart Capital Management, Inc. November 2008 - Present
ViVo Publications Group, Inc. July 2006 - September 2008
Ashton Partners April 2004 - July 2005
Ripple Effect Communications September 2001 - April 2004
FitzGerald Communications 2000 - 2001
Sarasin Asset Management June 1998 - April 2000
Wellington Management Company July 1994 - August 1996
SG Warburg June 1993 - June 1994
Skills
Investments, Investor Relations, Fixed Income, Business Development
Education
Simmons College 1999 — 2002
BA, International Relations/Spanish
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Hart Capital Management, Inc. November 2008 - Present
ViVo Publications Group, Inc. July 2006 - September 2008
Ashton Partners April 2004 - July 2005
Ripple Effect Communications September 2001 - April 2004
FitzGerald Communications 2000 - 2001
Sarasin Asset Management June 1998 - April 2000
Wellington Management Company July 1994 - August 1996
SG Warburg June 1993 - June 1994
Skills
Investments, Investor Relations, Fixed Income, Business Development
Education
Simmons College 1999 — 2002
BA, International Relations/Spanish
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
LISA MAGUIRE's SG Warburg Experience 1995 - 1995
Job Director, Enterprise Risk Management at GE Treasury
Industry Banking
Experience
GE Treasury August 2014 - Present
UBS June 2013 - August 2014
UBS Global Asset Management March 2011 - June 2013
UBS Investment Bank February 2010 - April 2011
UBS Investment Bank March 2006 - February 2010
UBS Investment Bank June 2004 - March 2006
Lloyds TSB Bank plc 1999 - 2004
Societe Generale 1996 - 1999
SG Warburg 1995 - 1995
Education
New York University
PhD, European History
Smith College
AB, History
The Latin School of Chicago
GE Treasury August 2014 - Present
UBS June 2013 - August 2014
UBS Global Asset Management March 2011 - June 2013
UBS Investment Bank February 2010 - April 2011
UBS Investment Bank March 2006 - February 2010
UBS Investment Bank June 2004 - March 2006
Lloyds TSB Bank plc 1999 - 2004
Societe Generale 1996 - 1999
SG Warburg 1995 - 1995
Education
New York University
PhD, European History
Smith College
AB, History
The Latin School of Chicago
Robert Lampietti Robert Lampietti's SG Warburg Experience 1990 - 1994
Job
Industry Financial Services
Experience
State Street 2005 - February 2015
International Fund Services 1997 - 2005
Softech 1996 - 1997
Ernst & Young 1994 - 1996
SG Warburg 1990 - 1994
Coopers & Lybrand 1986 - 1990
Skills
Hedge Funds, Alternative Investments, Bloomberg, Equities, Entrepreneurship, Financial Services, Fixed Income, Private Equity, Risk Management, Mutual Funds, Derivatives, Capital Markets, Investments, Asset Management, Management, Portfolio Management
Education
Columbia University in the City of New York 1982 — 1984
Master's Degree
Columbia University in the City of New York 1977 — 1981
Bachelor's Degree
State Street 2005 - February 2015
International Fund Services 1997 - 2005
Softech 1996 - 1997
Ernst & Young 1994 - 1996
SG Warburg 1990 - 1994
Coopers & Lybrand 1986 - 1990
Skills
Hedge Funds, Alternative Investments, Bloomberg, Equities, Entrepreneurship, Financial Services, Fixed Income, Private Equity, Risk Management, Mutual Funds, Derivatives, Capital Markets, Investments, Asset Management, Management, Portfolio Management
Education
Columbia University in the City of New York 1982 — 1984
Master's Degree
Columbia University in the City of New York 1977 — 1981
Bachelor's Degree
Gerard Eastman Gerard Eastman's SG Warburg Experience 1993 - 1997
Job Managing Director at Bruderman Brothers
Industry Investment Banking
Experience
Bruderman Brothers, LLC January 2014 - Present
Compass Advisers Group, LLC March 2014 - Present
Caumsett Capital January 2010 - Present
Sherborne Investors 2006 - 2010
Citi 1997 - 2006
Salomon Brothers 1997 - 2005
SG Warburg 1993 - 1997
Lehman Brothers 1987 - 1993
Skills
Investment Banking, Hedge Funds, Equity Research, Special Situations, Equities, Alternative Investments, Fixed Income, Asset Managment, Valuation, Investments, Mergers, Corporate Finance
Education
Harvard Business School
MBA
Massachusetts Institute of Technology
BSEE, Electrical Engineering
Bruderman Brothers, LLC January 2014 - Present
Compass Advisers Group, LLC March 2014 - Present
Caumsett Capital January 2010 - Present
Sherborne Investors 2006 - 2010
Citi 1997 - 2006
Salomon Brothers 1997 - 2005
SG Warburg 1993 - 1997
Lehman Brothers 1987 - 1993
Skills
Investment Banking, Hedge Funds, Equity Research, Special Situations, Equities, Alternative Investments, Fixed Income, Asset Managment, Valuation, Investments, Mergers, Corporate Finance
Education
Harvard Business School
MBA
Massachusetts Institute of Technology
BSEE, Electrical Engineering
Matthew Heslin , CFA's SG Warburg Experience 1993 - 1995
Job Proprietary Trader at Gelber Group LLC
Industry Financial Services
Experience
Gelber Group LLC January 2015 - Present
Morgan Stanley March 2004 - November 2014
Trilogy Advisors 2000 - 2004
Flagship Fund, LLC 1998 - 2000
Dresdner Kleinwort Benson 1995 - 1998
SG Warburg 1993 - 1995
Skills
Fixed Income, Hedge Funds, Capital Markets, Derivatives, Portfolio Management, Equity Derivatives, Equity Trading, Equities, Electronic Trading, Bloomberg, Bonds, Series 7, Alternative Investments, Securities, Series 63
Education
University of Notre Dame
BA, cum laude, Politics, Philosophy, Economics
Gelber Group LLC January 2015 - Present
Morgan Stanley March 2004 - November 2014
Trilogy Advisors 2000 - 2004
Flagship Fund, LLC 1998 - 2000
Dresdner Kleinwort Benson 1995 - 1998
SG Warburg 1993 - 1995
Skills
Fixed Income, Hedge Funds, Capital Markets, Derivatives, Portfolio Management, Equity Derivatives, Equity Trading, Equities, Electronic Trading, Bloomberg, Bonds, Series 7, Alternative Investments, Securities, Series 63
Education
University of Notre Dame
BA, cum laude, Politics, Philosophy, Economics
Laura Foote Laura Foote's SG Warburg Experience 1986 - 1992
Job Adjunct Lecturer at Boston College
Industry Higher Education
Experience
Boston College August 2012 - Present
Community Action Partners, Harvard Business School Alumni September 2005 - Present
Babson Rwanda Entrepreneurial Leadership Academy August 2012 - August 2012
Babson College July 2009 - August 2012
EF International Language School June 2005 - August 2009
S.G. Warburg 1986 - 1992
World Bank 1980 - 1985
Skills
Business Planning, Curriculum Design, Internal Communications
Education
Harvard Business School 1978 — 1980
MBA
Simmons College 2004 — 2006
MA, Education
Princeton University 1973 — 1977
A.B., International Relations
Boston College August 2012 - Present
Community Action Partners, Harvard Business School Alumni September 2005 - Present
Babson Rwanda Entrepreneurial Leadership Academy August 2012 - August 2012
Babson College July 2009 - August 2012
EF International Language School June 2005 - August 2009
S.G. Warburg 1986 - 1992
World Bank 1980 - 1985
Skills
Business Planning, Curriculum Design, Internal Communications
Education
Harvard Business School 1978 — 1980
MBA
Simmons College 2004 — 2006
MA, Education
Princeton University 1973 — 1977
A.B., International Relations
Maria Benedykcinski Maria Benedykcinski's SG Warburg Experience 1990 - 1993
Job Business Developer at Isgus America,LLC
Industry Financial Services
Experience
Isgus America LLC June 2012 - Present
National Securities/ Brigantine Advisors July 2011 - February 2012
Jessup & Lamont October 2008 - June 2009
Ladenburg Thalmann February 2008 - September 2008
Punk, Ziegel & Company January 1998 - February 2008
Ryan Beck & Co. 1995 - 1998
Gruntal 1993 - 1995
SG Warburg 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Skills
Private Placements, Equities, Investment Banking, Financial Services, Trading, Banking, Series 7, Investments, Entrepreneurship, IPO, Venture Capital, Hedge Funds, Capital Markets, Start-ups, Finance, Institutional Sales, Valuation
Education
City University of New York City College
Ms.ED, Education
Temple University
Certificate in N-6 Education
University of Maryland College Park
BA, GVPT Soc. Educ.
other
other
Isgus America LLC June 2012 - Present
National Securities/ Brigantine Advisors July 2011 - February 2012
Jessup & Lamont October 2008 - June 2009
Ladenburg Thalmann February 2008 - September 2008
Punk, Ziegel & Company January 1998 - February 2008
Ryan Beck & Co. 1995 - 1998
Gruntal 1993 - 1995
SG Warburg 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Skills
Private Placements, Equities, Investment Banking, Financial Services, Trading, Banking, Series 7, Investments, Entrepreneurship, IPO, Venture Capital, Hedge Funds, Capital Markets, Start-ups, Finance, Institutional Sales, Valuation
Education
City University of New York City College
Ms.ED, Education
Temple University
Certificate in N-6 Education
University of Maryland College Park
BA, GVPT Soc. Educ.
other
other
Ira Silberstein's SG Warburg Experience 1994 - 1996
Job SVP Publisher Operations at Taboola
Industry Online Media
Experience
Taboola May 2011 - Present
NYTimes.com November 2003 - June 2011
The New York Times November 2000 - November 2003
theglobe.com 1999 - 2000
Bertelsmann 1999 - 1999
Showtime Networks 1998 - 1999
SG Warburg 1994 - 1996
New Line Cinema 1990 - 1992
Skills
Product Management, Mobile, Publishing, Web 2.0, Business Development, Digital Strategy, Web Analytics, Management, Digital Media, Mobile Devices, E-commerce, Product Development, Sales, Online Advertising, Team Management, Online Marketing, User Experience, Strategy, Start-ups, Strategic Partnerships, Digital Marketing, General Awesomeness, Awesomeness, Marketing online
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Hofstra University 1982 — 1986
Bachelor of Science (BS), Computer Science
Taboola May 2011 - Present
NYTimes.com November 2003 - June 2011
The New York Times November 2000 - November 2003
theglobe.com 1999 - 2000
Bertelsmann 1999 - 1999
Showtime Networks 1998 - 1999
SG Warburg 1994 - 1996
New Line Cinema 1990 - 1992
Skills
Product Management, Mobile, Publishing, Web 2.0, Business Development, Digital Strategy, Web Analytics, Management, Digital Media, Mobile Devices, E-commerce, Product Development, Sales, Online Advertising, Team Management, Online Marketing, User Experience, Strategy, Start-ups, Strategic Partnerships, Digital Marketing, General Awesomeness, Awesomeness, Marketing online
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Hofstra University 1982 — 1986
Bachelor of Science (BS), Computer Science
Harris, Brian's SG Warburg Experience 1994 - 1996
Job Financial Consultant and Writer
Industry Financial Services
Experience
TPG Partners V, L.P. 2007 - Present
Citigroup/Salomon Smith Barney 1998 - 2003
Lehman Brothers 1996 - 1998
S.G. Warburg 1994 - 1996
American Airlines 1990 - 1994
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance, International Business
Princeton University 1980 — 1984
A.B., Economics
Choate Rosemary Hall 1977 — 1980
TPG Partners V, L.P. 2007 - Present
Citigroup/Salomon Smith Barney 1998 - 2003
Lehman Brothers 1996 - 1998
S.G. Warburg 1994 - 1996
American Airlines 1990 - 1994
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance, International Business
Princeton University 1980 — 1984
A.B., Economics
Choate Rosemary Hall 1977 — 1980
Russel Dalenberg's SG Warburg Experience 1994 - 1995
Job Software Developer at LexisNexis
Industry Computer Software
Experience
LexisNexis July 2011 - Present
Alcatel-Lucent March 2010 - April 2011
Motorola April 2008 - July 2008
ShopperTrak May 2007 - July 2007
Lucent Technologies 1996 - 2001
S.G. Warburg 1994 - 1995
Ameritech 1992 - 1993
Fujitsu Business Communication Systems 1990 - 1991
AT&T Bell Laboratories 1988 - 1990
Skills
Perl, Ksh, Linux, C, Bash, SQL, Shell Scripting, C++, Software Development, JavaScript, Unix, Solaris, Integration, Unix Shell Scripting, Software Engineering, Agile Methodologies, Databases, Scrum, Web Applications, Programming, Computer Science, Testing, Web Development
Education
University of Illinois at Urbana-Champaign 1985 — 1988
Computer Science
Illinois Institute of Technology 1979 — 1983
BS, Physics
Illinois Institute of Technology 1979 — 1982
BS, Computer Science
LexisNexis July 2011 - Present
Alcatel-Lucent March 2010 - April 2011
Motorola April 2008 - July 2008
ShopperTrak May 2007 - July 2007
Lucent Technologies 1996 - 2001
S.G. Warburg 1994 - 1995
Ameritech 1992 - 1993
Fujitsu Business Communication Systems 1990 - 1991
AT&T Bell Laboratories 1988 - 1990
Skills
Perl, Ksh, Linux, C, Bash, SQL, Shell Scripting, C++, Software Development, JavaScript, Unix, Solaris, Integration, Unix Shell Scripting, Software Engineering, Agile Methodologies, Databases, Scrum, Web Applications, Programming, Computer Science, Testing, Web Development
Education
University of Illinois at Urbana-Champaign 1985 — 1988
Computer Science
Illinois Institute of Technology 1979 — 1983
BS, Physics
Illinois Institute of Technology 1979 — 1982
BS, Computer Science
Nick Addison's SG Warburg Experience 1990 - 1996
Job Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2010 - Present
Logica September 2009 - May 2010
JP Morgan 2008 - March 2010
Europe Arab Bank January 2002 - December 2007
Bank Austria Creditanstalt September 1995 - July 2001
S.G. Warburg 1990 - 1996
Skills
ALM, Treasury Management, Credit, Investment Banking, Risk Management, AML, Financial Risk, Basel II, Derivatives, Market Risk, Capital Markets, Trading, Fixed Income, Credit Derivatives, Financial Markets, Equities, Trading Systems, Anti Money Laundering, Business Analysis
Education
The University of Edinburgh 1984 — 1988
Bachelor of Science (B.Sc.), Civil Engineering
The University of Edinburgh 1983 — 1987
2ii, Civil Engineering
Deutsche Bank May 2010 - Present
Logica September 2009 - May 2010
JP Morgan 2008 - March 2010
Europe Arab Bank January 2002 - December 2007
Bank Austria Creditanstalt September 1995 - July 2001
S.G. Warburg 1990 - 1996
Skills
ALM, Treasury Management, Credit, Investment Banking, Risk Management, AML, Financial Risk, Basel II, Derivatives, Market Risk, Capital Markets, Trading, Fixed Income, Credit Derivatives, Financial Markets, Equities, Trading Systems, Anti Money Laundering, Business Analysis
Education
The University of Edinburgh 1984 — 1988
Bachelor of Science (B.Sc.), Civil Engineering
The University of Edinburgh 1983 — 1987
2ii, Civil Engineering
Alfred Tom's SG Warburg Experience 1995 - 1995
Job Owner and Hair Stylist
Industry Consumer Services
Experience
Wella June 2014 - Present
The Heights Salon of Brooklyn June 2010 - Present
Bank of New York May 2007 - March 2013
Goldman Sachs December 2004 - September 2006
JPMorgan Chase November 1997 - November 2004
ING Financial Servis 1996 - 1997
SG Warburg 1995 - 1995
Skills
Mutual Funds, Financial Services, Account Reconciliation, Financial Institutions, CRM, Fixed Income, Securities, Prime Brokerage, Equities, Hedge Funds, Operations Management, Client Services, Investments, Analysis, Project Management
Education
Institute for Intergrative Nutrition 2005 — 2006
Certified Holistic Health Counseling
Fordham University 1994 — 1996
Master of Arts, Applied Developmental Psychology
City University of New York-Brooklyn College 1989 — 1994
Bachelor of Science, Psychology
Wella June 2014 - Present
The Heights Salon of Brooklyn June 2010 - Present
Bank of New York May 2007 - March 2013
Goldman Sachs December 2004 - September 2006
JPMorgan Chase November 1997 - November 2004
ING Financial Servis 1996 - 1997
SG Warburg 1995 - 1995
Skills
Mutual Funds, Financial Services, Account Reconciliation, Financial Institutions, CRM, Fixed Income, Securities, Prime Brokerage, Equities, Hedge Funds, Operations Management, Client Services, Investments, Analysis, Project Management
Education
Institute for Intergrative Nutrition 2005 — 2006
Certified Holistic Health Counseling
Fordham University 1994 — 1996
Master of Arts, Applied Developmental Psychology
City University of New York-Brooklyn College 1989 — 1994
Bachelor of Science, Psychology
Gail Dudack's SG Warburg Experience 1987 - 1993
Job Managing Director at Dudack Research Group a division of Wellington Shields & Co. LLC
Industry Financial Services
Experience
Dudack Research Group a division of Wellington Shields & Co. LLC March 2011 - Present
Dudack Research Group a division of Midwood Securities Inc. November 2006 - March 2011
SunGard Data Systems 2001 - 2006
UBS Investment Bank 1989 - 2000
SG Warburg 1987 - 1993
Skills
Series 7, Equities, Hedge Funds, Equity Research, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Capital Markets, Series 63, Alternative Investments, Securities, Derivatives, Commodity, Asset Management, Trading, Valuation, Investments, Options, FINRA, Equity Trading, Asset Allocation, Investment Strategies, ETFs, Financial Markets, Professional Mentoring, Bonds, Investment Management, Investment Advisory, Emerging Markets, Mutual Funds, Non-profit Board..., Capital Markets Analysis
Education
Skidmore College 1967 — 1970
BA, Economics
Dudack Research Group a division of Wellington Shields & Co. LLC March 2011 - Present
Dudack Research Group a division of Midwood Securities Inc. November 2006 - March 2011
SunGard Data Systems 2001 - 2006
UBS Investment Bank 1989 - 2000
SG Warburg 1987 - 1993
Skills
Series 7, Equities, Hedge Funds, Equity Research, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Capital Markets, Series 63, Alternative Investments, Securities, Derivatives, Commodity, Asset Management, Trading, Valuation, Investments, Options, FINRA, Equity Trading, Asset Allocation, Investment Strategies, ETFs, Financial Markets, Professional Mentoring, Bonds, Investment Management, Investment Advisory, Emerging Markets, Mutual Funds, Non-profit Board..., Capital Markets Analysis
Education
Skidmore College 1967 — 1970
BA, Economics
Marci Daffner's SG Warburg Experience 1986 - 1996
Job Executive Director at Morgan Stanley Co.
Industry Investment Banking
Experience
Morgan Stanley Co. April 2005 - Present
Banc of America Securities 1996 - 2005
Montgomery Securities 1996 - 2004
SG Warburg 1986 - 1996
S. G. Warburg 1986 - 1996
Skills
Securities, Equities, Capital Markets, Investment Banking, Hedge Funds
Education
Long Island University, C.W. Post Campus 1979 — 1983
BA, Political Science/Criminal Justice
Niskayuna High School 1976 — 1979
Morgan Stanley Co. April 2005 - Present
Banc of America Securities 1996 - 2005
Montgomery Securities 1996 - 2004
SG Warburg 1986 - 1996
S. G. Warburg 1986 - 1996
Skills
Securities, Equities, Capital Markets, Investment Banking, Hedge Funds
Education
Long Island University, C.W. Post Campus 1979 — 1983
BA, Political Science/Criminal Justice
Niskayuna High School 1976 — 1979
Bill Fleet's SG Warburg Experience 1991 - 1996
Job Associate Director at UBS Investment Bank
Industry Information Technology and Services
Experience
Unemployed October 2009 - Present
UBS Investment Bank January 2007 - October 2009
Perot Systems 1996 - 2006
S.G. Warburg 1991 - 1996
Chemical Bank December 1984 - September 1991
Education
City University of New York-Herbert H. Lehman College 1970 — 1976
Theodore Roosevelt High School 1967 — 1970
Academic, Music
Unemployed October 2009 - Present
UBS Investment Bank January 2007 - October 2009
Perot Systems 1996 - 2006
S.G. Warburg 1991 - 1996
Chemical Bank December 1984 - September 1991
Education
City University of New York-Herbert H. Lehman College 1970 — 1976
Theodore Roosevelt High School 1967 — 1970
Academic, Music
Robert Pacha's SG Warburg Experience June 1994 - August 1994
Job Senior Managing Director at Evercore Partners
Industry Financial Services
Experience
Evercore Partners June 2009 - Present
Merrill Lynch & Co. May 1995 - June 2009
S.G. Warburg June 1994 - August 1994
J.C. Bradford & Co. June 1990 - August 1993
Education
Harvard Business School 1993 — 1995
University of Pennsylvania - The Wharton School 1987 — 1990
BS Economics, Finance
Evercore Partners June 2009 - Present
Merrill Lynch & Co. May 1995 - June 2009
S.G. Warburg June 1994 - August 1994
J.C. Bradford & Co. June 1990 - August 1993
Education
Harvard Business School 1993 — 1995
University of Pennsylvania - The Wharton School 1987 — 1990
BS Economics, Finance
Jay Koehler's SG Warburg Experience 1992 - 1995
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers October 2000 - September 2008
J.P. Morgan 1995 - 2000
S.G Warburg 1992 - 1995
Price Waterhouse 1990 - 1992
Skills
Capital Markets, Equities, Hedge Funds, Alternative Investments, Asset Management, Equity Research, Bloomberg, Fixed Income, Investment Banking, Valuation, Investments
Education
Indiana University - Kelley School of Business 1985 — 1990
BS
Indiana University Bloomington 1985 — 1990
BS, Accounting
Barclays Capital September 2008 - Present
Lehman Brothers October 2000 - September 2008
J.P. Morgan 1995 - 2000
S.G Warburg 1992 - 1995
Price Waterhouse 1990 - 1992
Skills
Capital Markets, Equities, Hedge Funds, Alternative Investments, Asset Management, Equity Research, Bloomberg, Fixed Income, Investment Banking, Valuation, Investments
Education
Indiana University - Kelley School of Business 1985 — 1990
BS
Indiana University Bloomington 1985 — 1990
BS, Accounting
Christopher Pisciotta's SG Warburg Experience 1995 - 1995
Job Director of Settlement Operations at Scotia Capital
Industry Financial Services
Experience
Scotia Capital May 2010 - Present
Commerzbank AG 2009 - April 2010
Dresdner Kleinwort April 1998 - March 2010
ING December 1995 - February 1998
Lehman Brothers August 1988 - March 1995
SG Warburg 1995 - 1995
Drexel Burnham Lambert March 1986 - June 1988
Goldman Sachs April 1984 - March 1986
Skills
Fixed Income, Business Analysis, Account Reconciliation, Equities, Settlement, Middle Office, Prime Brokerage, Cash Management, Securities, Management, Financial Services, Back Office, Security, Securities Lending, Capital Markets, Hedge Funds, Bonds, Operational Risk, Treasury, Rates, Risk Management, Derivatives, Sarbanes-Oxley Act, Budgets, Financial Risk, Swaps, Investment Banking
Education
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
Bachelor of Science, Management and Quantatative Analysis
Scotia Capital May 2010 - Present
Commerzbank AG 2009 - April 2010
Dresdner Kleinwort April 1998 - March 2010
ING December 1995 - February 1998
Lehman Brothers August 1988 - March 1995
SG Warburg 1995 - 1995
Drexel Burnham Lambert March 1986 - June 1988
Goldman Sachs April 1984 - March 1986
Skills
Fixed Income, Business Analysis, Account Reconciliation, Equities, Settlement, Middle Office, Prime Brokerage, Cash Management, Securities, Management, Financial Services, Back Office, Security, Securities Lending, Capital Markets, Hedge Funds, Bonds, Operational Risk, Treasury, Rates, Risk Management, Derivatives, Sarbanes-Oxley Act, Budgets, Financial Risk, Swaps, Investment Banking
Education
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
Bachelor of Science, Management and Quantatative Analysis
Mary Beth OBrien's SG Warburg Experience 1987 - 1989
Job Account Manager at Doe & Ingalls, a Thermo Fisher Company
Industry Biotechnology
Experience
Doe & Ingalls, a Thermo Fisher Company February 2014 - Present
Applied Spectral Imaging April 2013 - December 2013
Aperio July 2011 - December 2012
IntellaLum July 2011 - December 2011
Mikron 2005 - July 2011
A.G. Heinze 2001 - 2005
Eppendorf Scientific 2000 - 2001
Forma Scientific 1992 - 2000
SG Warburg 1987 - 1989
Skills
Molecular Biology, Lifesciences, Biotechnology, Laboratory, Medical Devices, Cell, Digital Imaging, Microscopy, Capital Equipment, Genomics, Hardware Diagnostics, Laboratory Automation, Biomedical Engineering, DNA sequencing, Salesforce.com, Commercialization, Immunohistochemistry, Medical Imaging, Market Development, FDA, Pathology
Education
William Paterson University of New Jersey
B.S., Biology
New York Institute of Finance
Financial Accounting, Investment Analysis and Portfolio Management
New York University
Math & Calculus
University of California, San Diego
Molecular Biology
Doe & Ingalls, a Thermo Fisher Company February 2014 - Present
Applied Spectral Imaging April 2013 - December 2013
Aperio July 2011 - December 2012
IntellaLum July 2011 - December 2011
Mikron 2005 - July 2011
A.G. Heinze 2001 - 2005
Eppendorf Scientific 2000 - 2001
Forma Scientific 1992 - 2000
SG Warburg 1987 - 1989
Skills
Molecular Biology, Lifesciences, Biotechnology, Laboratory, Medical Devices, Cell, Digital Imaging, Microscopy, Capital Equipment, Genomics, Hardware Diagnostics, Laboratory Automation, Biomedical Engineering, DNA sequencing, Salesforce.com, Commercialization, Immunohistochemistry, Medical Imaging, Market Development, FDA, Pathology
Education
William Paterson University of New Jersey
B.S., Biology
New York Institute of Finance
Financial Accounting, Investment Analysis and Portfolio Management
New York University
Math & Calculus
University of California, San Diego
Molecular Biology
David Glomski's SG Warburg Experience May 1993 - July 1995
Job at Achievement Asset Management LLC
Industry Investment Management
Experience
Achievement Asset Management LLC October 2014 - Present
PEAK6 Investments LP June 2012 - September 2014
PEAK6 Investments LP October 2008 - April 2013
KC-CO II LLC July 1998 - October 2008
S.G. Warburg May 1993 - July 1995
Checkers, Simon & Rosner CPAs March 1984 - May 1993
Skills
Derivatives, Options, Equities, Fixed Income, Hedge Funds, Financial Markets, Equity Derivatives, Securities, Trading, Back Office, Financial Analysis, Financial Services, Proprietary Trading, Financial Reporting, Swaps, Accounting, Valuation, Middle Office, Trading Systems, Market Data, Electronic Trading, Bloomberg
Education
Loyola University Chicago
BBA, Accounting
Achievement Asset Management LLC October 2014 - Present
PEAK6 Investments LP June 2012 - September 2014
PEAK6 Investments LP October 2008 - April 2013
KC-CO II LLC July 1998 - October 2008
S.G. Warburg May 1993 - July 1995
Checkers, Simon & Rosner CPAs March 1984 - May 1993
Skills
Derivatives, Options, Equities, Fixed Income, Hedge Funds, Financial Markets, Equity Derivatives, Securities, Trading, Back Office, Financial Analysis, Financial Services, Proprietary Trading, Financial Reporting, Swaps, Accounting, Valuation, Middle Office, Trading Systems, Market Data, Electronic Trading, Bloomberg
Education
Loyola University Chicago
BBA, Accounting
Stephane Perrais's SG Warburg Experience 1992 - 1994
Job Former Member of the Board at Mercy For Animals Canada
Industry Nonprofit Organization Management
Experience
Mercy For Animals Canada March 2014 - December 2014
Mercy for Animals Canada 2012 - February 2014
FlightExec / Universal Jet Aviation 2007 - 2011
Chateau des Grands Lacs 2002 - 2007
Ice Storm Entertainment 1999 - 2003
CIBC World Markets 1995 - 1998
Credit Suisse Financial Products 1994 - 1995
SG Warburg 1992 - 1994
Societe Generale 1989 - 1992
Skills
Aircraft, Flights, Piloting, Charter, Commercial Aviation, Aviation, Commercial Pilot, Animal Rights, Open Water Diver, Sailing - Intermediate...
Education
HEC School of Management / HEC Paris 1986 — 1989
Master's degree, Entrepreneurship/Entrepreneurial Studies
Lycee International
Mercy For Animals Canada March 2014 - December 2014
Mercy for Animals Canada 2012 - February 2014
FlightExec / Universal Jet Aviation 2007 - 2011
Chateau des Grands Lacs 2002 - 2007
Ice Storm Entertainment 1999 - 2003
CIBC World Markets 1995 - 1998
Credit Suisse Financial Products 1994 - 1995
SG Warburg 1992 - 1994
Societe Generale 1989 - 1992
Skills
Aircraft, Flights, Piloting, Charter, Commercial Aviation, Aviation, Commercial Pilot, Animal Rights, Open Water Diver, Sailing - Intermediate...
Education
HEC School of Management / HEC Paris 1986 — 1989
Master's degree, Entrepreneurship/Entrepreneurial Studies
Lycee International
Mathias Strohfeldt's SG Warburg Experience April 1994 - October 1994
Job Senior Research Analyst at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds February 2015 - Present
GIR January 2014 - January 2015
Franklin Templeton Investments February 2005 - October 2013
Allianz Global Investors October 1998 - January 2005
Sal. Oppenheim November 1994 - December 1997
SG Warburg April 1994 - October 1994
Société Générale October 1992 - March 1994
Skills
Rigourous bottom up..., patience and discipline, strenght in written..., Fluency in English,..., CFA charter, Investment Banking, Capital Markets, Equities, Strategy, Investments, Derivatives, Bonds, Emerging Markets, Equity Research, Structured Finance, Finance, Equity Derivatives, Bloomberg
Education
University of Cambridge 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, 3.85
Drexel University 1990 — 1992
Bachelor of Science (BS), Finance, Economics, 3.97
OppenheimerFunds February 2015 - Present
GIR January 2014 - January 2015
Franklin Templeton Investments February 2005 - October 2013
Allianz Global Investors October 1998 - January 2005
Sal. Oppenheim November 1994 - December 1997
SG Warburg April 1994 - October 1994
Société Générale October 1992 - March 1994
Skills
Rigourous bottom up..., patience and discipline, strenght in written..., Fluency in English,..., CFA charter, Investment Banking, Capital Markets, Equities, Strategy, Investments, Derivatives, Bonds, Emerging Markets, Equity Research, Structured Finance, Finance, Equity Derivatives, Bloomberg
Education
University of Cambridge 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, 3.85
Drexel University 1990 — 1992
Bachelor of Science (BS), Finance, Economics, 3.97
Jessica Oppenheim's SG Warburg Experience March 1992 - December 1996
Job Head of Marketing & Communications, Global Banking and Markets, Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Bank of America January 2009 - July 2012
Merrill Lynch December 2000 - January 2009
ING Barings January 1996 - December 2000
S.G. Warburg March 1992 - December 1996
Skills
Internal Communications, Investment Banking, Corporate Communications, Strategic Communications, Media Relations, Change Management
Education
University of Delaware 1986 — 1990
Bachelor of Arts (BA), Political Science
Bank of America July 2012 - Present
Bank of America January 2009 - July 2012
Merrill Lynch December 2000 - January 2009
ING Barings January 1996 - December 2000
S.G. Warburg March 1992 - December 1996
Skills
Internal Communications, Investment Banking, Corporate Communications, Strategic Communications, Media Relations, Change Management
Education
University of Delaware 1986 — 1990
Bachelor of Arts (BA), Political Science
Peter Shouvlin's SG Warburg Experience June 1993 - March 1997
Job Analyst at Hilltop Park Associates
Industry
Experience
Hilltop Park Associates August 2008 - Present
Moore Capital Management August 2007 - May 2008
Pacific Crest Securities February 2004 - July 2007
SoundView Technology Group March 1997 - February 2004
SG Warburg June 1993 - March 1997
Chicago Research and Trading Group March 1991 - June 1993
Bankers Trust Company September 1984 - March 1991
Armstrong World Industries January 1983 - June 1984
Education
University of Chicago Graduate School of Business 1988 — 1991
MBA, Finance
Lehigh University 1978 — 1983
Bachelor of Science, Finance
Hilltop Park Associates August 2008 - Present
Moore Capital Management August 2007 - May 2008
Pacific Crest Securities February 2004 - July 2007
SoundView Technology Group March 1997 - February 2004
SG Warburg June 1993 - March 1997
Chicago Research and Trading Group March 1991 - June 1993
Bankers Trust Company September 1984 - March 1991
Armstrong World Industries January 1983 - June 1984
Education
University of Chicago Graduate School of Business 1988 — 1991
MBA, Finance
Lehigh University 1978 — 1983
Bachelor of Science, Finance
Bill Meade's SG Warburg Experience 1992 - 1994
Job
Industry Investment Banking
Experience
Pacific Crest Securities 2006 - Present
Piper Jaffray 2004 - 2006
RBC Capital Markets 2001 - 2004
Wessels, Arnold & Henderson 1997 - 2001
Volpe, Welty 1994 - 1997
S.G. Warburg 1992 - 1994
Lehman Brothers 1987 - 1990
Skills
High Tech, Institutional Sales, Romance Languages, Equities, Equity Research, Capital Markets
Education
NYU 1990 — 1992
Master of Arts (M.A.), International Business
Princeton University 1982 — 1987
AB, Woodrow Wilson School, Romance Languages
Penn State University 1978 — 1980
Pacific Crest Securities 2006 - Present
Piper Jaffray 2004 - 2006
RBC Capital Markets 2001 - 2004
Wessels, Arnold & Henderson 1997 - 2001
Volpe, Welty 1994 - 1997
S.G. Warburg 1992 - 1994
Lehman Brothers 1987 - 1990
Skills
High Tech, Institutional Sales, Romance Languages, Equities, Equity Research, Capital Markets
Education
NYU 1990 — 1992
Master of Arts (M.A.), International Business
Princeton University 1982 — 1987
AB, Woodrow Wilson School, Romance Languages
Penn State University 1978 — 1980
Karen Franzone's SG Warburg Experience December 1990 - November 1992
Job Experienced Training Manager with International Financial Background
Industry Education Management
Experience
Vanguard September 2012 - Present
Valley Forge Military Academy & College August 2008 - June 2011
Unionville High School August 2007 - June 2008
Conestoga High School January 2007 - March 2007
Towers Perrin June 1999 - November 2006
New York Institute of Finance March 1996 - December 1998
Price Waterhouse, LLC January 1995 - February 1996
Peace Corps November 1992 - December 1994
SG Warburg December 1990 - November 1992
The First Boston Corporation June 1987 - November 1990
Skills
Project Management, Management, Curriculum Development, Spanish, Russian, Higher Education, Teaching, Tutoring, Curriculum Design, Teachers, Public Speaking, Financial Reporting, Budget, Technology, Website Development, E-Learning
Education
University of Pennsylvania 2003 — 2006
Teaching Certificate, PA Spanish Teacher Certification, 3.5
Fordham University 1990 — 1992
Master of Business Administration (MBA), International Finance, 3.5
SUNY Binghamton 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General, 3.7
Vanguard September 2012 - Present
Valley Forge Military Academy & College August 2008 - June 2011
Unionville High School August 2007 - June 2008
Conestoga High School January 2007 - March 2007
Towers Perrin June 1999 - November 2006
New York Institute of Finance March 1996 - December 1998
Price Waterhouse, LLC January 1995 - February 1996
Peace Corps November 1992 - December 1994
SG Warburg December 1990 - November 1992
The First Boston Corporation June 1987 - November 1990
Skills
Project Management, Management, Curriculum Development, Spanish, Russian, Higher Education, Teaching, Tutoring, Curriculum Design, Teachers, Public Speaking, Financial Reporting, Budget, Technology, Website Development, E-Learning
Education
University of Pennsylvania 2003 — 2006
Teaching Certificate, PA Spanish Teacher Certification, 3.5
Fordham University 1990 — 1992
Master of Business Administration (MBA), International Finance, 3.5
SUNY Binghamton 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General, 3.7
James Brannigan's SG Warburg Experience April 1988 - October 1995
Job Executive Director at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets October 1995 - Present
SG Warburg April 1988 - October 1995
EF Hutton and Co. October 1982 - April 1988
Skills
Capital Markets, Investment Banking, Fixed Income, Interest Rate Hedging, Equities, Derivatives, Structured Finance, Equity Derivatives, Interest Rate..., Structured Products, Hedge Funds, Market Risk, Swaps, Trading Systems, Bloomberg, Electronic Trading, Bonds, Credit Derivatives, Financial Markets, Trading, Options
Education
State University of New York at Buffalo 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
CIBC World Markets October 1995 - Present
SG Warburg April 1988 - October 1995
EF Hutton and Co. October 1982 - April 1988
Skills
Capital Markets, Investment Banking, Fixed Income, Interest Rate Hedging, Equities, Derivatives, Structured Finance, Equity Derivatives, Interest Rate..., Structured Products, Hedge Funds, Market Risk, Swaps, Trading Systems, Bloomberg, Electronic Trading, Bonds, Credit Derivatives, Financial Markets, Trading, Options
Education
State University of New York at Buffalo 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Salomon Brothers
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney