Barclays Capital/Lehman Brothers
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Barclays Capital/Lehman Brothers Employees
Epiq Systems June 2015 - Present
Epiq Systems January 2011 - May 2015
David Yurman September 2010 - December 2010
Barclays Capital/Lehman Brothers September 2008 - January 2009
Disney ABC Television Group July 2005 - June 2008
Binghamton University April 2007 - May 2008
JPMorgan Chase July 2004 - August 2004
Skills
Program Management, Social Networking
Education
LaGuardia Community College 2011 — 2015
Associate’s Degree, Tourism and Travel Services Management, 3.33
Binghamton University - School of Management 2005 — 2010
In Progress, Finance, Urban Planning
Baruch College, City University of New York (CUNY) 2005 — 2005
Finance
UBS April 2013 - Present
UBS May 2009 - March 2013
Barclays Capital/Lehman Brothers October 2008 - May 2009
Lehman Brothers (New York, NY) August 1999 - October 2008
Telecom Financial Services Ltd, India May 1995 - June 1996
Citibank, N.A. May 1994 - October 1994
Bansi S. Mehta & Company, India April 1991 - April 1994
Skills
Banking, Economics, Investment Banking, Capital Markets, Investor Relations, Developing Client..., Auditing, Account Management, Financial Analysis, Financial Reporting, Forecasting, Forensic Accounting, Customer Facing, Trade Facilitation, Event Planning, Management, Equities, Analysis, Asset Management, Customer Experience..., Corporate Finance, Financial Modeling, CRM, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Financial Services, Credit, Structured Products, Hedge Funds, Alternative Investments, Emerging Markets, Bonds, FX Options, Financial Markets, Securities, Trading, Private Equity, Structured Finance, Credit Derivatives, Financial Structuring
Education
CFA Institute 2000 — 2002
Chartered Financial Analyst, CFA
Global Association of Risk Professionals
Financial Risk Manager, FRM (Financial Risk Management)
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MBA, Finance, Marketing and Strategy
University of Michigan 1995 — 1996
Masters in Applied Economics, Applied Economics
The Institute of Chartered Accountants of India 1991 — 1994
Chartered Accountant, Accounting, Taxation, Corporate Law
University of Mumbai 1984 — 1991
BCOM, Commerce
Evercore ISI September 2011 - Present
Barclays Capital July 2010 - September 2011
Barclays Capital/Lehman Brothers August 2008 - July 2010
Education
Franklin & Marshall College 2005 — 2008
BA, Finance, Marketing
Hamilton College 2004 — 2004
N/A, Economics
Red Bank Catholic High School 2001 — 2004
Legg Mason March 2015 - Present
BlackRock September 2013 - March 2015
Credit Suisse December 2009 - March 2013
Barclays Capital/Lehman Brothers August 2006 - December 2009
Connecticut Orthopaedic Specialists May 2005 - August 2006
Skills
Investment Banking, Full-cycle Recruiting, Global HR, SDLC, Talent Management, Human Resources, Recruiting
Education
Drew University 2001 — 2005
Bachelor of Arts Degree, Psychology and French (Double Major)
Choate Rosemary Hall 1997 — 2001
Cushman & Wakefield 2013 - 2015
Morgan Stanley 2011 - 2012
Dow Jones Investment Banker 2010 - 2011
Barclays Capital/Lehman Brothers 2006 - 2008
Lehman Brothers 2004 - 2006
UBS Investment Bank/PaineWebber Incorporated 1996 - 2004
U.S. Bancorp Piper Jaffray 2000 - 2001
Lazard Freres & Co. LLC 1998 - 1999
The Chase Manhattan Bank 1987 - 1996
Cappy Productions, Inc. July 1984 - August 1984
Skills
Equities, Private Equity, Corporate Finance, Equity Research, Venture Capital, Corporate Communications, Investor Relations, Finance, Series 7, Series 63, Equity Trading, Mergers, IPO, Research, Series 24, Specialist Sales, Financial Media, Idea Generation, Financial Writer, Executive Communications, Communication Training, Research Product..., Corporate Access, Content, Equity Sales, Earnings Due Diligence, Volcker Rule, Twitter, Columnist, M&A, Desk Analyst, Morning Call, Monetizing Content, Thematic Investing, Multi-product Outcomes, Cross Product, Speech Writing, Editing, Communications Plans, Mergers & Acquisitions, Investments, Fixed Income, Portfolio Management
Education
Boston College 1983 — 1987
Bachelor of Arts, Economics & History
Regis High School 1979 — 1983
Imperial Capital, LLC April 2014 - August 2015
Barclays Capital/Lehman Brothers 1999 - April 2014
BiscayneAmericas/Americas Trust 1998 - 1999
Goldman Sachs 1994 - 1998
Salomon Brother 1989 - 1993
Skills
Investment Banking, Fixed Income, Capital Markets, Valuation, Financial Modeling, Private Equity, Alternative Investments, Bonds, Asset Management, Financial Analysis, Investments, Equities
Education
Northwestern University - Kellogg School of Management
Masters of Management with concentration in Finance and International Business
University of Virginia
BS, Commerce
Citi July 2009 - Present
Barclays Capital/Lehman Brothers September 2005 - November 2008
Lehman Brothers 2000 - 2008
Lehman Brothers August 2000 - September 2005
Education
Nassau Community College 1975 — 1976
Accounting and Statistics
GE Software May 2014 - Present
GE Software October 2013 - Present
Lending Club 2014 - 2015
Lending Club 2014 - 2015
Bank of America August 2012 - August 2013
Dovetal Systems Inc March 2012 - August 2012
Barclays Capital/Lehman Brothers July 2007 - February 2012
UBS - Dillion Read Capital Management April 2006 - June 2007
NYSE 2003 - 2006
New York Stock Exchange 2003 - 2006
Skills
Spring, Hibernate, Java, XML, Java Enterprise Edition
Education
University of Calicut
Bachelors of Technology, Computer Science and Engineering
BMO Capital Markets May 2011 - Present
Barclays Capital/Lehman Brothers June 2002 - April 2011
Piper Jaffray March 2004 - February 2005
UBS WARBURG/PAINEWEBBER December 1999 - June 2002
University of Iowa Hospitals and Clinics July 1993 - December 1999
Education
The University of Chicago 1997 — 1999
MBA, Concentrations in Accounting and Finance
University of Iowa 1986 — 1988
MHA, Hospital and Health Administration
University of Iowa 1982 — 1986
B.S., Sociology
Levin Capital Strategies January 2014 - Present
Fabindia Overseas Pvt Ltd 2013 - 2013
Barclays Capital/Lehman Brothers June 2007 - November 2012
Lehman Brothers 2006 - 2006
Skills
Private Equity, Investments, Financial Modeling, Capital Markets, Mutual Funds, Investment Banking, Valuation, Management, Equities, Finance, Hedge Funds, Bloomberg, Emerging Markets, Portfolio Management, Fixed Income
Education
Indian Institute of Management, Bangalore 2005 — 2007
MBA
Netaji Subhas Institute of Technology
Bachelor of Engineering (B.E.), Instrumentation and Control
Delhi Public School - R. K. Puram
The Army Public School - Dhaula Kuan
ISI Group September 2011 - Present
Citadel Securities June 2010 - August 2011
Barclays Capital/Lehman Brothers May 2003 - June 2010
Morgan Stanley June 2000 - April 2003
Education
Clark University 1988 — 1992
BS, Economics
Self Employed 2009 - Present
Barclays Capital/Lehman Brothers 1994 - 2009
Skills
Management, Research, Sales, Leadership, Training, Budget Management, Equity Trading, Electronic Trading, Options Strategies, Futures Trading, Market Analysis, Derivatives, Bloomberg, Portfolio Management, Financial Markets, New Business Development, Investment Strategies, Account Management, Interest Rate..., Securities
Education
University of Florida
Bachelor of Arts (B.A.), Economics/Finance