Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
Bear Stearns List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bear Stearns. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bear Stearns Salaries. You can even request information on how much does Bear Stearns pay if you want to. Learn about salaries, pros and cons of working for Bear Stearns directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,021 Bear Stearns employees in database. Find out everything there's to know about Bear Stearns employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bear Stearns Employees
Employee
Years
Job
Industry
Barry Malkin Barry Malkin's Bear Stearns Experience April 2004 - May 2008
Job Education Executive
Industry Education Management
Experience
Apollo Group June 2008 - February 2014
Bear Stearns April 2004 - May 2008
Career Education Corporation June 2002 - March 2004
Credit Suisse June 2000 - November 2001
Merrill Lynch May 1999 - June 2000
JPMorgan Chase August 1996 - May 1999
Skills
M&A experience, Venture Capital, Mergers, Investor Relations, Strategy Development, International..., Educational Technology, Technology, Strategy, Business Strategy, Mergers & Acquisitions, Investment Banking, Corporate Development, Business Development, Investments, Finance, Acquisitions, Start-ups, Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
American University 1987 — 1991
BS, Business Administration
Singularity University 2014 — 2014
Exponential Technology, Executive Education
Apollo Group June 2008 - February 2014
Bear Stearns April 2004 - May 2008
Career Education Corporation June 2002 - March 2004
Credit Suisse June 2000 - November 2001
Merrill Lynch May 1999 - June 2000
JPMorgan Chase August 1996 - May 1999
Skills
M&A experience, Venture Capital, Mergers, Investor Relations, Strategy Development, International..., Educational Technology, Technology, Strategy, Business Strategy, Mergers & Acquisitions, Investment Banking, Corporate Development, Business Development, Investments, Finance, Acquisitions, Start-ups, Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
American University 1987 — 1991
BS, Business Administration
Singularity University 2014 — 2014
Exponential Technology, Executive Education
Glenn Lotenberg Glenn Lotenberg's Bear Stearns Experience March 1997 - January 2001
Job Managing Director at Incapital
Industry Investment Banking
Experience
Incapital January 2007 - Present
CIBC World Markets January 2001 - January 2007
Bear Stearns March 1997 - January 2001
Skills
Structured Products, Equity Derivatives, Fixed Income, Capital Markets, Trading, Equities, Investments, Commodity, Middle Office, Derivatives, Currency, Bonds, Series 24, Interest Rate..., Bloomberg, Credit Derivatives, Hedge Funds, Securities
Education
Hofstra University 1994 — 1996
B.A., Finance
Arizona State University - W. P. Carey School of Business 1992 — 1994
Finance
Incapital January 2007 - Present
CIBC World Markets January 2001 - January 2007
Bear Stearns March 1997 - January 2001
Skills
Structured Products, Equity Derivatives, Fixed Income, Capital Markets, Trading, Equities, Investments, Commodity, Middle Office, Derivatives, Currency, Bonds, Series 24, Interest Rate..., Bloomberg, Credit Derivatives, Hedge Funds, Securities
Education
Hofstra University 1994 — 1996
B.A., Finance
Arizona State University - W. P. Carey School of Business 1992 — 1994
Finance
Diane Cummins Diane Cummins's Bear Stearns Experience January 2002 - February 2009
Job Realtor at Coastal Premier Properties
Industry Real Estate
Experience
Coastal Premier Properties June 2014 - Present
Coldwell Banker Residential Brokerage June 2009 - June 2014
Bear Stearns January 2002 - February 2009
Skills
Sellers, Short Sales, Listings, Relocation, First Time Home Buyers, Buyer Representation, Foreclosures, Condos, REO, New Home Sales, Single Family Homes, Investors, Vacation Homes
Education
American Academy of Dramatic Arts
Palomar College
Liberal Arts and Sciences, General Studies and Humanities
Coastal Premier Properties June 2014 - Present
Coldwell Banker Residential Brokerage June 2009 - June 2014
Bear Stearns January 2002 - February 2009
Skills
Sellers, Short Sales, Listings, Relocation, First Time Home Buyers, Buyer Representation, Foreclosures, Condos, REO, New Home Sales, Single Family Homes, Investors, Vacation Homes
Education
American Academy of Dramatic Arts
Palomar College
Liberal Arts and Sciences, General Studies and Humanities
Bing Zhu Bing Zhu's Bear Stearns Experience December 1997 - December 2001
Job Head of Market Risk and Exposure Management at StateStreet Global Market
Industry Financial Services
Experience
StateStreet Global Market July 2012 - Present
Nomura Securities July 2005 - June 2012
Bear Stearns December 1997 - December 2001
Education
Amherst College
Bachelor of Arts (BA), Mathematics
StateStreet Global Market July 2012 - Present
Nomura Securities July 2005 - June 2012
Bear Stearns December 1997 - December 2001
Education
Amherst College
Bachelor of Arts (BA), Mathematics
Lee Webber Lee Webber's Bear Stearns Experience November 2005 - August 2008
Job Corporate Vice President Process & Metrics at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2013 - Present
200 Woodland Associates May 2009 - Present
Credit Suisse June 2010 - July 2012
Pali Capital Inc. March 2009 - May 2009
Bear Stearns November 2005 - August 2008
Bear Stearns 2001 - 2006
Bear Stearns April 2000 - April 2001
Qwest Communications November 1998 - April 2000
Skills
Project Management, Desktop Support, IT Management, Team Building, Negotiation, Microsoft Office, Vendor Management, Creative Problem Solving, Collaborative Problem..., Project Coordination, Test Management, Project Implementation, People Management, Leading People, Team Leadership, Leadership Development, Cross-functional Team..., Organizational..., Organizational..., Process Management, Process Improvement, Staff Development, Staff Management, Customer Service, Service Management, IT Service Management, Service Delivery, Metrics, Organizational Design, Organizational Structure, Strategic Vision, Wireless Mobility, Mobile Devices, PMP, IT Strategy, Project Delivery, Business Analysis, Program Management, Change Management, Management, ITIL, Desktop Application..., Desktop Support..., Analysis, Leadership, Process Simulation, Disaster Recovery, Budgets, Technical Support, Integration
Education
Help Desk Institute 2013 — 2013
HDI Support Center Director
Project Management Institute 2010 — 2010
PMP Certification, Project Management
Babson College
BS, Business Administration
New York Life Insurance Company February 2013 - Present
200 Woodland Associates May 2009 - Present
Credit Suisse June 2010 - July 2012
Pali Capital Inc. March 2009 - May 2009
Bear Stearns November 2005 - August 2008
Bear Stearns 2001 - 2006
Bear Stearns April 2000 - April 2001
Qwest Communications November 1998 - April 2000
Skills
Project Management, Desktop Support, IT Management, Team Building, Negotiation, Microsoft Office, Vendor Management, Creative Problem Solving, Collaborative Problem..., Project Coordination, Test Management, Project Implementation, People Management, Leading People, Team Leadership, Leadership Development, Cross-functional Team..., Organizational..., Organizational..., Process Management, Process Improvement, Staff Development, Staff Management, Customer Service, Service Management, IT Service Management, Service Delivery, Metrics, Organizational Design, Organizational Structure, Strategic Vision, Wireless Mobility, Mobile Devices, PMP, IT Strategy, Project Delivery, Business Analysis, Program Management, Change Management, Management, ITIL, Desktop Application..., Desktop Support..., Analysis, Leadership, Process Simulation, Disaster Recovery, Budgets, Technical Support, Integration
Education
Help Desk Institute 2013 — 2013
HDI Support Center Director
Project Management Institute 2010 — 2010
PMP Certification, Project Management
Babson College
BS, Business Administration
Warren Seubel Warren Seubel's Bear Stearns Experience 2006 - 2008
Job Director of Business Development at Addepar
Industry Financial Services
Experience
Addepar April 2014 - Present
Addepar April 2014 - Present
FBR July 2010 - April 2014
Deutsche Bank 2008 - July 2010
Bear Stearns 2006 - 2008
Bear Stearns 2002 - 2006
Bear Stearns 2001 - 2002
Skills
Trading, Institutional Sales, Risk Arbitrage, Event Driven, Mergers & Acquisitions, Marketing, Proprietary Trading, Capital Raising, Investor Relations, Investment Banking, FIG, Series 7, Series 63, Hedge Funds, Investments
Education
Amherst College 1998 — 2001
Bachelor of Arts (B.A.), Law, focus economics
London School of Economics and Political Science 1999 — 2000
Phillips Exeter Academy
Bolles
Bolles School
Addepar April 2014 - Present
Addepar April 2014 - Present
FBR July 2010 - April 2014
Deutsche Bank 2008 - July 2010
Bear Stearns 2006 - 2008
Bear Stearns 2002 - 2006
Bear Stearns 2001 - 2002
Skills
Trading, Institutional Sales, Risk Arbitrage, Event Driven, Mergers & Acquisitions, Marketing, Proprietary Trading, Capital Raising, Investor Relations, Investment Banking, FIG, Series 7, Series 63, Hedge Funds, Investments
Education
Amherst College 1998 — 2001
Bachelor of Arts (B.A.), Law, focus economics
London School of Economics and Political Science 1999 — 2000
Phillips Exeter Academy
Bolles
Bolles School
Stephen Bone Stephen Bone's Bear Stearns Experience June 2006 - July 2008
Job Managing Director | Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald November 2014 - Present
Wunderlich Securities May 2014 - September 2014
KGS-Alpha Capital Markets May 2012 - August 2013
Raymond James Financial Inc. July 2008 - May 2012
Bear Stearns June 2006 - July 2008
Morgan Keegan & Co Inc June 1996 - June 2006
First Tennessee Bank October 1993 - June 1996
Skills
Capital Markets, Fixed Income, MBS, Structured Products, Derivatives, Financial Institutions, Visualization Software, Interest Rate Risk...
Education
Arkansas State University 1992 — 1993
M.B.A., Finance
Arkansas State University 1987 — 1991
Bachelor of Science (B.S.), Finance
Cantor Fitzgerald November 2014 - Present
Wunderlich Securities May 2014 - September 2014
KGS-Alpha Capital Markets May 2012 - August 2013
Raymond James Financial Inc. July 2008 - May 2012
Bear Stearns June 2006 - July 2008
Morgan Keegan & Co Inc June 1996 - June 2006
First Tennessee Bank October 1993 - June 1996
Skills
Capital Markets, Fixed Income, MBS, Structured Products, Derivatives, Financial Institutions, Visualization Software, Interest Rate Risk...
Education
Arkansas State University 1992 — 1993
M.B.A., Finance
Arkansas State University 1987 — 1991
Bachelor of Science (B.S.), Finance
Ross O'Donnell's Bear Stearns Experience January 2008 - March 2008
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2008 - Present
Bear Stearns January 2008 - March 2008
GunnAllen Financial January 2006 - April 2007
Education
Assumption College 2000 — 2004
BA, Marketing, Finance
Credit Suisse 2008 - Present
Bear Stearns January 2008 - March 2008
GunnAllen Financial January 2006 - April 2007
Education
Assumption College 2000 — 2004
BA, Marketing, Finance
Douglas Schulz Douglas Schulz's Bear Stearns Experience December 1984 - December 1988
Job President at Invest Securities Consulting, Inc.
Industry Financial Services
Experience
Invest Securities Consulting, Inc. January 1989 - Present
Invest Securities Consulting, Inc 1989 - 2011
Bear Stearns December 1984 - December 1988
Skills
Personal Finance, Investments, Stocks, Stock Market, Bonds, Mutual Funds, options, Securities Law, Securities Litigation, Securities Fraud, Securities Arbitration, Litigation Support, Equities, Real Estate, Risk Management, Financial Risk, Internal Investigations, Asset Allocation, Trading, Wealth Management, Fraud, Series 24, FINRA, Fixed Income, Insurance, Options, Fixed Annuities, Dispute Resolution, Series 7, Broker-Dealer, Portfolio Management, Litigation, Investment Advisory, Class Actions, Alternative Investments, Expert Witness, Due Diligence, Mediation, Financial Services, Securities Regulation, Hedge Funds, Valuation, Corporate Governance, Estate Planning, Private Equity, Financial Advisory, Alternative Dispute...
Education
Wharton Business School 2000 — 2001
Certified Regulatory Compliance Professional, Securities Regulation
American University 1973 — 1975
Bachelor of Science, Administration of Justice
Invest Securities Consulting, Inc. January 1989 - Present
Invest Securities Consulting, Inc 1989 - 2011
Bear Stearns December 1984 - December 1988
Skills
Personal Finance, Investments, Stocks, Stock Market, Bonds, Mutual Funds, options, Securities Law, Securities Litigation, Securities Fraud, Securities Arbitration, Litigation Support, Equities, Real Estate, Risk Management, Financial Risk, Internal Investigations, Asset Allocation, Trading, Wealth Management, Fraud, Series 24, FINRA, Fixed Income, Insurance, Options, Fixed Annuities, Dispute Resolution, Series 7, Broker-Dealer, Portfolio Management, Litigation, Investment Advisory, Class Actions, Alternative Investments, Expert Witness, Due Diligence, Mediation, Financial Services, Securities Regulation, Hedge Funds, Valuation, Corporate Governance, Estate Planning, Private Equity, Financial Advisory, Alternative Dispute...
Education
Wharton Business School 2000 — 2001
Certified Regulatory Compliance Professional, Securities Regulation
American University 1973 — 1975
Bachelor of Science, Administration of Justice
Joe Enos Joe Enos's Bear Stearns Experience March 2006 - September 2007
Job Principal Software Architect at No Edge Software
Industry Information Technology and Services
Experience
Arizona Department of Health Services February 2013 - Present
No Edge Software November 2011 - Present
Education2020 February 2012 - February 2013
Desert Schools Federal Credit Union November 2010 - February 2012
American Traffic Solutions September 2007 - November 2010
Bear Stearns March 2006 - September 2007
United Financial Mortgage Corporation May 2001 - March 2006
Skills
Databases, C#, Software Design, ASP.NET, T-SQL, SDLC, IIS, WCF, ASP.NET MVC, .NET, Database Design, Microsoft SQL Server, JavaScript, Scrum, Oracle, SQL, Windows Server, Software Development, Enterprise Architecture, Agile Methodologies, SSIS, Visual Basic
Education
Arizona State University 1999 — 2003
Bachelor of Science, Accountancy
Arizona Department of Health Services February 2013 - Present
No Edge Software November 2011 - Present
Education2020 February 2012 - February 2013
Desert Schools Federal Credit Union November 2010 - February 2012
American Traffic Solutions September 2007 - November 2010
Bear Stearns March 2006 - September 2007
United Financial Mortgage Corporation May 2001 - March 2006
Skills
Databases, C#, Software Design, ASP.NET, T-SQL, SDLC, IIS, WCF, ASP.NET MVC, .NET, Database Design, Microsoft SQL Server, JavaScript, Scrum, Oracle, SQL, Windows Server, Software Development, Enterprise Architecture, Agile Methodologies, SSIS, Visual Basic
Education
Arizona State University 1999 — 2003
Bachelor of Science, Accountancy
Allen J. Ferrer, CPA's Bear Stearns Experience June 2007 - August 2007
Job Senior Associate at PriceWaterhouseCoopers
Industry Accounting
Experience
PwC January 2015 - Present
Marcum LLP June 2013 - January 2015
BCRS Associates LLC June 2011 - June 2013
The Ayco Company, L.P. September 2010 - June 2011
Under Armour June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
CPA, Accounting, High Net Worth..., Income Tax, Tax Preparation, GAAP, Financial Accounting, Financial Reporting, Financial Analysis, LLC, S Corporations, Charitable Trusts, Gift Tax, Foundations, Private Equity, Hedge Funds, Alternative Investments, Finance, Microsoft Office 2007, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Outlook, PowerPoint, QuickBooks, Quicken, Windows, Document Management, Auditing, Journal Entries, Tax, Bookkeeping, Tax Research, ProSystem fx Tax, Financial Statements, Tax Accounting, US GAAP, Corporate Tax, Microsoft Office
Education
Loyola University in Maryland 2006 — 2010
B.B.A., Accounting
Amsterdam University of Applied Sciences 2009 — 2009
HES School of Economics and Business, (Study Abroad)
St. Peters Preparatory H.S. 2002 — 2006
PwC January 2015 - Present
Marcum LLP June 2013 - January 2015
BCRS Associates LLC June 2011 - June 2013
The Ayco Company, L.P. September 2010 - June 2011
Under Armour June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
CPA, Accounting, High Net Worth..., Income Tax, Tax Preparation, GAAP, Financial Accounting, Financial Reporting, Financial Analysis, LLC, S Corporations, Charitable Trusts, Gift Tax, Foundations, Private Equity, Hedge Funds, Alternative Investments, Finance, Microsoft Office 2007, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Outlook, PowerPoint, QuickBooks, Quicken, Windows, Document Management, Auditing, Journal Entries, Tax, Bookkeeping, Tax Research, ProSystem fx Tax, Financial Statements, Tax Accounting, US GAAP, Corporate Tax, Microsoft Office
Education
Loyola University in Maryland 2006 — 2010
B.B.A., Accounting
Amsterdam University of Applied Sciences 2009 — 2009
HES School of Economics and Business, (Study Abroad)
St. Peters Preparatory H.S. 2002 — 2006
Jerrold Crowder Jerrold Crowder's Bear Stearns Experience 2005 - 2007
Job Training Developer at Arizona Department of Economic Security
Industry Professional Training & Coaching
Experience
Arizona Department of Economic Security 2012 - Present
John C. Lincoln Health Network March 2012 - 2012
Parkview Health 2012 - 2012
Bank of America 2011 - 2012
InterContinental Hotels Group 2008 - August 2010
DuPont 2007 - 2008
Bear Stearns 2005 - 2007
Skills
Epic Prelude, Epic Ambulatory, Epic Cadence, Apple Certified, Training, Project Management, Instructional Design, Staff Development, Customer Service, Software Documentation, Process Improvement, Coaching, Microsoft Office, Team Building, Management, Microsoft Excel, CRM, Strategic Planning, Employee Relations, Management Consulting, Healthcare, Training Delivery, Ambulatory Care, Instructor-led Training, Interviews, Performance Management, Program Management, Epic Systems, Recruiting, E-Learning, Leadership, Human Resources, Team Leadership, Employee Training, Leadership Development, Time Management, Networking, Organizational..., Workshop Facilitation
Education
Arizona State University 2003 — 2007
Communication
University of Kansas 1993 — 1998
Strategic Communication
Arizona Department of Economic Security 2012 - Present
John C. Lincoln Health Network March 2012 - 2012
Parkview Health 2012 - 2012
Bank of America 2011 - 2012
InterContinental Hotels Group 2008 - August 2010
DuPont 2007 - 2008
Bear Stearns 2005 - 2007
Skills
Epic Prelude, Epic Ambulatory, Epic Cadence, Apple Certified, Training, Project Management, Instructional Design, Staff Development, Customer Service, Software Documentation, Process Improvement, Coaching, Microsoft Office, Team Building, Management, Microsoft Excel, CRM, Strategic Planning, Employee Relations, Management Consulting, Healthcare, Training Delivery, Ambulatory Care, Instructor-led Training, Interviews, Performance Management, Program Management, Epic Systems, Recruiting, E-Learning, Leadership, Human Resources, Team Leadership, Employee Training, Leadership Development, Time Management, Networking, Organizational..., Workshop Facilitation
Education
Arizona State University 2003 — 2007
Communication
University of Kansas 1993 — 1998
Strategic Communication
Sergio Garcia Muro's Bear Stearns Experience September 1994 - April 1995
Job Finance and Control Manager North & South America at Soilmec S.p.A.
Industry Mechanical or Industrial Engineering
Experience
Soilmec S.p.A. July 2014 - Present
Soilmec S.p.A. - Trevi Group September 2012 - July 2014
Ursa Insulation -Grupo Uralita- January 2011 - September 2012
Roal Electronics Spa April 2008 - February 2011
Caterpillar January 2006 - April 2008
Sida Group January 2003 - January 2006
BAXI ROCA January 1998 - December 2002
BAXI ROCA October 1996 - December 1997
Banco Inversion S.A. April 1995 - September 1996
Bear Stearns September 1994 - April 1995
Skills
Business Planning, Negotiation, Forecasting, Business Strategy, Financial Analysis, Start-ups, Strategic Planning, SAP, Sales Management, Italian, Finance, Marketing Strategy, Organizational Structure, Management, Cost Accounting, Strategic Financial..., Analysis, Business plan
Education
Instituto de Empresa 2008 — 2009
EXMBA, Business Administration
Caterpillar University (Archamps, France) 2007 — 2007
Black Belt 6 Sigma
Scuola Palo Alto 2007 — 2007
VAT
Ernst & Young 2005 — 2005
Due Diligence
Scuola Palo Alto 2005 — 2005
Bilancio Fiscale
Tea Cegos 1999 — 1999
Curso avanzado Control de Gestion
Universitat Internacional de Catalunya 1990 — 1994
Bsc, Business Administration
Deerfield High School
Deerfield High School
La Farga
Soilmec S.p.A. July 2014 - Present
Soilmec S.p.A. - Trevi Group September 2012 - July 2014
Ursa Insulation -Grupo Uralita- January 2011 - September 2012
Roal Electronics Spa April 2008 - February 2011
Caterpillar January 2006 - April 2008
Sida Group January 2003 - January 2006
BAXI ROCA January 1998 - December 2002
BAXI ROCA October 1996 - December 1997
Banco Inversion S.A. April 1995 - September 1996
Bear Stearns September 1994 - April 1995
Skills
Business Planning, Negotiation, Forecasting, Business Strategy, Financial Analysis, Start-ups, Strategic Planning, SAP, Sales Management, Italian, Finance, Marketing Strategy, Organizational Structure, Management, Cost Accounting, Strategic Financial..., Analysis, Business plan
Education
Instituto de Empresa 2008 — 2009
EXMBA, Business Administration
Caterpillar University (Archamps, France) 2007 — 2007
Black Belt 6 Sigma
Scuola Palo Alto 2007 — 2007
VAT
Ernst & Young 2005 — 2005
Due Diligence
Scuola Palo Alto 2005 — 2005
Bilancio Fiscale
Tea Cegos 1999 — 1999
Curso avanzado Control de Gestion
Universitat Internacional de Catalunya 1990 — 1994
Bsc, Business Administration
Deerfield High School
Deerfield High School
La Farga
Doreen Bernstein Doreen Bernstein's Bear Stearns Experience November 1999 - April 2009
Job VP of Staffing at Wired Search Group, LLC
Industry
Experience
Wired Search Group, LLC March 2011 - Present
Bear Stearns November 1999 - April 2009
EDS Group March 1998 - September 1999
The Kleid Company May 1997 - March 1998
Skills
Temporary Placement, XML, Business Analysis, SDLC, Management, IT Management, Agile Methodologies, SQL, Architecture, Requirements Analysis, Databases, Software Project..., Testing, Vendor Management
Education
American University 1993 — 1997
BSBA, Marketing, Information Technology
Wired Search Group, LLC March 2011 - Present
Bear Stearns November 1999 - April 2009
EDS Group March 1998 - September 1999
The Kleid Company May 1997 - March 1998
Skills
Temporary Placement, XML, Business Analysis, SDLC, Management, IT Management, Agile Methodologies, SQL, Architecture, Requirements Analysis, Databases, Software Project..., Testing, Vendor Management
Education
American University 1993 — 1997
BSBA, Marketing, Information Technology
Nick Kyprianou's Bear Stearns Experience June 2007 - June 2008
Job AVP at Bank of America
Industry Financial Services
Experience
Bank of America August 2012 - Present
Alden Global Capital March 2009 - August 2012
Platinum Grove Asset Management June 2008 - December 2008
Bear Stearns June 2007 - June 2008
Skills
Fixed Income
Education
Babson College 2003 — 2007
Bachelor of Science, Finance, Economics
Bank of America August 2012 - Present
Alden Global Capital March 2009 - August 2012
Platinum Grove Asset Management June 2008 - December 2008
Bear Stearns June 2007 - June 2008
Skills
Fixed Income
Education
Babson College 2003 — 2007
Bachelor of Science, Finance, Economics
Doug Mittelman Doug Mittelman's Bear Stearns Experience March 1987 - October 1987
Job Independent Trader and Advisor
Industry Investment Management
Experience
RCW Financial & Rare Coin Wholesalers January 2013 - Present
LPL Financial July 2003 - December 2012
A.G. Edwards April 1995 - June 2003
Oppenheimer & Co. Inc. October 1987 - May 1995
Bear Stearns March 1987 - October 1987
Shearson Lehman Brothers July 1985 - February 1987
E. F. Hutton & Company April 1983 - July 1985
Eastern Capital December 1982 - May 1983
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Trading, Derivatives, Financial Markets, Strategy, Alternative Investments, Asset Management, Options, Stock Option, Futures Trading, Futures Options
Education
Tulane University - A.B. Freeman School of Business 1977 — 1978
Master of Business Administration (MBA), Business
Babson College 1976 — 1977
Bachelor of Science (B.S.), Business, Cum Laude
Penn State University 1974 — 1975
RCW Financial & Rare Coin Wholesalers January 2013 - Present
LPL Financial July 2003 - December 2012
A.G. Edwards April 1995 - June 2003
Oppenheimer & Co. Inc. October 1987 - May 1995
Bear Stearns March 1987 - October 1987
Shearson Lehman Brothers July 1985 - February 1987
E. F. Hutton & Company April 1983 - July 1985
Eastern Capital December 1982 - May 1983
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Trading, Derivatives, Financial Markets, Strategy, Alternative Investments, Asset Management, Options, Stock Option, Futures Trading, Futures Options
Education
Tulane University - A.B. Freeman School of Business 1977 — 1978
Master of Business Administration (MBA), Business
Babson College 1976 — 1977
Bachelor of Science (B.S.), Business, Cum Laude
Penn State University 1974 — 1975
Ricardo The Realtor Perdomo's Bear Stearns Experience October 2005 - June 2008
Job "For all of your Real Estate needs & more... Call Ricardo the Realtor."
Industry Real Estate
Experience
Keller Williams Realty May 2012 - Present
Bear Stearns October 2005 - June 2008
Finance America September 2003 - October 2005
Global Micro Inc. March 1998 - August 2003
DigiDrive Inc. January 1997 - February 1998
Skills
Real Estate, Home, Mortgage Banking, Mortgage Lending, Sales, Loan Origination, Residential Mortgages, Loans, Marketing, Negotiation, Referrals, Listings, Buyer Representation, Short Sales, New Home Sales, Foreclosures, Selling, REO, Condos, Real Estate Economics, First Time Home Buyers, Residential Homes, Real Estate Development, Investment Properties, Commercial Real Estate, Relocation, Refinance, Brokerage, Investments, Credit, Contract Negotiation, Finance, Real Estate Transactions, FHA, Sellers, Leases, Property Management, Single Family Homes, Investors, Small Business, Real Estate Financing, Location Intelligence, Rentals, Real Property, Property, HUD, VA loans, Buyers, FHA financing, Real Estate License
Education
ArtCenter College of Design
Fine Art
Citrus College
Business Administration
Keller Williams Realty May 2012 - Present
Bear Stearns October 2005 - June 2008
Finance America September 2003 - October 2005
Global Micro Inc. March 1998 - August 2003
DigiDrive Inc. January 1997 - February 1998
Skills
Real Estate, Home, Mortgage Banking, Mortgage Lending, Sales, Loan Origination, Residential Mortgages, Loans, Marketing, Negotiation, Referrals, Listings, Buyer Representation, Short Sales, New Home Sales, Foreclosures, Selling, REO, Condos, Real Estate Economics, First Time Home Buyers, Residential Homes, Real Estate Development, Investment Properties, Commercial Real Estate, Relocation, Refinance, Brokerage, Investments, Credit, Contract Negotiation, Finance, Real Estate Transactions, FHA, Sellers, Leases, Property Management, Single Family Homes, Investors, Small Business, Real Estate Financing, Location Intelligence, Rentals, Real Property, Property, HUD, VA loans, Buyers, FHA financing, Real Estate License
Education
ArtCenter College of Design
Fine Art
Citrus College
Business Administration
Robert Hosea Robert Hosea's Bear Stearns Experience February 1998 - July 2000
Job VP of Microsoft Solutions at ProArch
Industry Information Technology and Services
Experience
ProArch IT Solutions May 2015 - Present
Microsoft December 2011 - Present
SHI International Corp. July 2013 - Present
HP 2007 - April 2015
SA IT Services April 1994 - April 2015
Macy's 1999 - 2009
State Data Research Center for Georgia Institute of Technology 2001 - 2003
Bear Stearns February 1998 - July 2000
Skills
HP, Network Security, Servers, ITIL, Deployment, Cloud Computing, Hardware, Team Leadership, IT Strategy, IT Service Management, Integration, Microsoft Technologies, Storage Area Networks, IT Management, Data Center, Cisco Technologies, Solution Architecture, SCCM, Vendor Management, Service Delivery, Dell Computers, Enterprise Architecture, Information Technology, Troubleshooting, System Deployment, CRM, Networking, Windows 7, Microsoft Exchange, Disaster Recovery, Microsoft Certified..., Active Directory, Virtualization, IT Operations, VMware, Windows Server, Professional Services, Citrix, Software Development, Operating Systems, Technical Support, Windows XP, Hyper-V, Security, SharePoint, DNS, System Administration, Computer Hardware, Network Administration, VMware ESX
Education
HP education center
CISSP
CED solutions 2011 — 2011
Microsoft Server 2008 MCITP Enterprise Admin
ITIL v3 2010 — 2010
HP Education Center 2007 — 2007
Microsoft Certified Systems Engineer Windows 2003
HP Education Center 2001 — 2001
Microsoft Certified Systems Engineer Windows 2000
Techdata Training 1999 — 1999
Microsoft Certified Systems Engineer Windows NT4
Art Institute of Atlanta 1988 — 1989
Associates Degree, Music Business Management
Etowah High School 1984 — 1987
ProArch IT Solutions May 2015 - Present
Microsoft December 2011 - Present
SHI International Corp. July 2013 - Present
HP 2007 - April 2015
SA IT Services April 1994 - April 2015
Macy's 1999 - 2009
State Data Research Center for Georgia Institute of Technology 2001 - 2003
Bear Stearns February 1998 - July 2000
Skills
HP, Network Security, Servers, ITIL, Deployment, Cloud Computing, Hardware, Team Leadership, IT Strategy, IT Service Management, Integration, Microsoft Technologies, Storage Area Networks, IT Management, Data Center, Cisco Technologies, Solution Architecture, SCCM, Vendor Management, Service Delivery, Dell Computers, Enterprise Architecture, Information Technology, Troubleshooting, System Deployment, CRM, Networking, Windows 7, Microsoft Exchange, Disaster Recovery, Microsoft Certified..., Active Directory, Virtualization, IT Operations, VMware, Windows Server, Professional Services, Citrix, Software Development, Operating Systems, Technical Support, Windows XP, Hyper-V, Security, SharePoint, DNS, System Administration, Computer Hardware, Network Administration, VMware ESX
Education
HP education center
CISSP
CED solutions 2011 — 2011
Microsoft Server 2008 MCITP Enterprise Admin
ITIL v3 2010 — 2010
HP Education Center 2007 — 2007
Microsoft Certified Systems Engineer Windows 2003
HP Education Center 2001 — 2001
Microsoft Certified Systems Engineer Windows 2000
Techdata Training 1999 — 1999
Microsoft Certified Systems Engineer Windows NT4
Art Institute of Atlanta 1988 — 1989
Associates Degree, Music Business Management
Etowah High School 1984 — 1987
Chad Heffernan Chad Heffernan's Bear Stearns Experience April 2007 - October 2007
Job Regional Sales Manager at AMX by HARMAN
Industry Electrical/Electronic Manufacturing
Experience
AMX by HARMAN December 2014 - Present
Planar Systems March 2014 - November 2014
SMART Technologies April 2012 - October 2013
SMART Technologies January 2009 - November 2012
Imagine Learning October 2007 - June 2010
Bear Stearns April 2007 - October 2007
Southstar Funding February 2003 - April 2007
AT&T Broadband June 1999 - December 2002
Skills
Presentations, Presenter, Sales Presentations, Presentation Development, Technical Presentations, Presence, PowerPoint, Spanish, Public Speaking, Spreadsheets, Microsoft Excel, Customer Experience, Operational Excellence, Sales Management, Sales, Salesforce.com, Sales Operations, Direct Sales, Customer Satisfaction, Sales Process, Troubleshooting, Trade Shows, Business Transformation, Enterprise Software, Computer Hardware, Hardware, Training, Channel, Change Management, Quality Assurance, Financial Analysis, Financial Reporting, Corporate Finance, Account Management, Management, Marketing Communications, Microsoft Word, SugarCRM, Pivotal CRM, Automotive, Acting, Business Development, Business, Call Center, Graphic Design, Logo Design, Fine Art, Creativity
Education
Auburn University 1992 — 1997
BA, Spanish, International Business, Graphic Design, Art and Art History
Shiloh High School
Shiloh High School
AMX by HARMAN December 2014 - Present
Planar Systems March 2014 - November 2014
SMART Technologies April 2012 - October 2013
SMART Technologies January 2009 - November 2012
Imagine Learning October 2007 - June 2010
Bear Stearns April 2007 - October 2007
Southstar Funding February 2003 - April 2007
AT&T Broadband June 1999 - December 2002
Skills
Presentations, Presenter, Sales Presentations, Presentation Development, Technical Presentations, Presence, PowerPoint, Spanish, Public Speaking, Spreadsheets, Microsoft Excel, Customer Experience, Operational Excellence, Sales Management, Sales, Salesforce.com, Sales Operations, Direct Sales, Customer Satisfaction, Sales Process, Troubleshooting, Trade Shows, Business Transformation, Enterprise Software, Computer Hardware, Hardware, Training, Channel, Change Management, Quality Assurance, Financial Analysis, Financial Reporting, Corporate Finance, Account Management, Management, Marketing Communications, Microsoft Word, SugarCRM, Pivotal CRM, Automotive, Acting, Business Development, Business, Call Center, Graphic Design, Logo Design, Fine Art, Creativity
Education
Auburn University 1992 — 1997
BA, Spanish, International Business, Graphic Design, Art and Art History
Shiloh High School
Shiloh High School
F Greg Hertrich F Greg Hertrich's Bear Stearns Experience 2000 - 2002
Job Managing Director, Head of US Depository Strategies at Nomura
Industry Financial Services
Experience
Nomura May 2010 - Present
Deutsche Bank Securities September 2008 - May 2010
Deutsche Bank 2008 - April 2010
Merrill Lynch March 2005 - July 2008
Lehman Brothers 2003 - 2005
Bear Stearns 2000 - 2002
Corporate Executive Board December 2000 - June 2001
First Union Securities 1996 - 2000
Prudential Financial May 1991 - August 1996
Skills
Risk Management, Capital Markets, Asset Management, Banking, Financial Markets, Fixed Income, Bloomberg, Portfolio Management
Education
Albright College 1987 — 1991
BA, Finance / Philosophy
FHS
Nomura May 2010 - Present
Deutsche Bank Securities September 2008 - May 2010
Deutsche Bank 2008 - April 2010
Merrill Lynch March 2005 - July 2008
Lehman Brothers 2003 - 2005
Bear Stearns 2000 - 2002
Corporate Executive Board December 2000 - June 2001
First Union Securities 1996 - 2000
Prudential Financial May 1991 - August 1996
Skills
Risk Management, Capital Markets, Asset Management, Banking, Financial Markets, Fixed Income, Bloomberg, Portfolio Management
Education
Albright College 1987 — 1991
BA, Finance / Philosophy
FHS
Bill Cusano's Bear Stearns Experience November 1988 - November 1989
Job VP of Business Development at Journey Health Labs
Industry Health, Wellness and Fitness
Experience
Journey Health Labs 2015 - Present
Cusano Marketing November 2011 - Present
Chapman Gill International 2011 - Present
St. James Fordham Episcopal Church May 2013 - Present
Cusano Marketing 2011 - December 2012
EERITIZ Minisphere, LLC April 2009 - May 2012
UBS Financial Services 1997 - 2007
Smith Barney November 1989 - January 1997
Bear Stearns November 1988 - November 1989
Bertelsmann November 1984 - November 1988
Skills
Storytelling, Collaborative, Entrepreneur, Mentoring, Team Building, Coaching, Staff Development, Management Consulting, Entrepreneurship, Public Speaking, Strategic Planning, Team Management, Team Leadership, Cross-functional Team..., Process Improvement, Change Management, Vendor Management, Project Planning, Problem Solving, Video Production, Interviewing Skills, Digital Storytelling, Marketing Strategy, Final Cut Pro, Marketing, Interviewing Subject..., Forecasting, Budgets, Project Management, Leadership, Management, Business Analysis, Risk Management, Project Portfolio..., IT Management, Business Planning, Service Delivery, CRM, Strategy, Mergers & Acquisitions, Time Management, Networking, Small Business, Executive Management, Consulting, Community Outreach, Training, Leadership Development, Business Development, Video Editing
Education
Sewanee-The University of the South 2007 — 2011
Certificate of Course Completion, Education for Ministry
Adelphi University 1993 — 1997
MBA, Finance & Business Management
Fordham University 1972 — 1976
BS, Biological Sciences
Journey Health Labs 2015 - Present
Cusano Marketing November 2011 - Present
Chapman Gill International 2011 - Present
St. James Fordham Episcopal Church May 2013 - Present
Cusano Marketing 2011 - December 2012
EERITIZ Minisphere, LLC April 2009 - May 2012
UBS Financial Services 1997 - 2007
Smith Barney November 1989 - January 1997
Bear Stearns November 1988 - November 1989
Bertelsmann November 1984 - November 1988
Skills
Storytelling, Collaborative, Entrepreneur, Mentoring, Team Building, Coaching, Staff Development, Management Consulting, Entrepreneurship, Public Speaking, Strategic Planning, Team Management, Team Leadership, Cross-functional Team..., Process Improvement, Change Management, Vendor Management, Project Planning, Problem Solving, Video Production, Interviewing Skills, Digital Storytelling, Marketing Strategy, Final Cut Pro, Marketing, Interviewing Subject..., Forecasting, Budgets, Project Management, Leadership, Management, Business Analysis, Risk Management, Project Portfolio..., IT Management, Business Planning, Service Delivery, CRM, Strategy, Mergers & Acquisitions, Time Management, Networking, Small Business, Executive Management, Consulting, Community Outreach, Training, Leadership Development, Business Development, Video Editing
Education
Sewanee-The University of the South 2007 — 2011
Certificate of Course Completion, Education for Ministry
Adelphi University 1993 — 1997
MBA, Finance & Business Management
Fordham University 1972 — 1976
BS, Biological Sciences
Robert Balachandran Robert Balachandran's Bear Stearns Experience 2004 - 2008
Job President at BellRow Title Agency
Industry Real Estate
Experience
BellRow Title Agency July 2013 - Present
Royal Abstract January 2011 - Present
BellRow Enterprises August 2010 - Present
Cushman & Wakefield 2008 - 2010
JP Morgan Chase May 2008 - September 2008
Bear Stearns 2004 - 2008
Hudson River Park Trust 1999 - 2004
New York State Executive Chamber 1995 - 1998
Coppola,Ryan &McHugh 1993 - 1995
New York State Attorney General's Office 1992 - 1993
Skills
Budgets, Business Development, Commercial Real Estate, Community Outreach, Construction, Courts, Contract Negotiation, Due Diligence, Economic Development, Employment Law, Executive Management, Fundraising, Government, Human Resources, Investments, Leadership, Legislative Relations, Legal Advice, Litigation, Management, Lobbying, Marketing Communications, Media Relations, Mergers & Acquisitions, Mergers, Nonprofits, New Business Development, Negotiation, Political Campaigns, Project Management, Public Speaking, Public Policy, Real Estate Economics, Real Estate, Sales, Real Estate Transactions, Start-ups, Sales Management, Strategic Planning, Strategic Communications, Trials
Education
Albany Law School of Union University
JD
University at Albany, SUNY
BA, Political Science
BellRow Title Agency July 2013 - Present
Royal Abstract January 2011 - Present
BellRow Enterprises August 2010 - Present
Cushman & Wakefield 2008 - 2010
JP Morgan Chase May 2008 - September 2008
Bear Stearns 2004 - 2008
Hudson River Park Trust 1999 - 2004
New York State Executive Chamber 1995 - 1998
Coppola,Ryan &McHugh 1993 - 1995
New York State Attorney General's Office 1992 - 1993
Skills
Budgets, Business Development, Commercial Real Estate, Community Outreach, Construction, Courts, Contract Negotiation, Due Diligence, Economic Development, Employment Law, Executive Management, Fundraising, Government, Human Resources, Investments, Leadership, Legislative Relations, Legal Advice, Litigation, Management, Lobbying, Marketing Communications, Media Relations, Mergers & Acquisitions, Mergers, Nonprofits, New Business Development, Negotiation, Political Campaigns, Project Management, Public Speaking, Public Policy, Real Estate Economics, Real Estate, Sales, Real Estate Transactions, Start-ups, Sales Management, Strategic Planning, Strategic Communications, Trials
Education
Albany Law School of Union University
JD
University at Albany, SUNY
BA, Political Science
Daniel K. Oh's Bear Stearns Experience October 2002 - January 2005
Job Vice President, Americas, CGRI at BlackRock
Industry Investment Management
Experience
BlackRock March 2014 - Present
State Street Global Advisors (SSgA) July 2013 - March 2014
ISS Institutional Shareholder Services - Corporate Services, An MSCI Brand November 2008 - June 2013
ISS Institutional Shareholder Services February 2005 - October 2008
Bear Stearns October 2002 - January 2005
Citigroup Asset Management October 2000 - September 2002
Skills
Corporate Governance, Equity Research, Investor Relations, Valuation, Accounting, International..., Financial Statement..., Proxy Voting, Emerging Markets, Equities, Investments, Socially Responsible..., Economics, Portfolio Management, Business Strategy, Mergers & Acquisitions, Asset Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1997 — 1999
M.A., International Economics and Relations
American University 1995 — 1997
B.A., International Relations
Massachusetts Institute of Technology 1993 — 1995
B.A., Economics
BlackRock March 2014 - Present
State Street Global Advisors (SSgA) July 2013 - March 2014
ISS Institutional Shareholder Services - Corporate Services, An MSCI Brand November 2008 - June 2013
ISS Institutional Shareholder Services February 2005 - October 2008
Bear Stearns October 2002 - January 2005
Citigroup Asset Management October 2000 - September 2002
Skills
Corporate Governance, Equity Research, Investor Relations, Valuation, Accounting, International..., Financial Statement..., Proxy Voting, Emerging Markets, Equities, Investments, Socially Responsible..., Economics, Portfolio Management, Business Strategy, Mergers & Acquisitions, Asset Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1997 — 1999
M.A., International Economics and Relations
American University 1995 — 1997
B.A., International Relations
Massachusetts Institute of Technology 1993 — 1995
B.A., Economics
Bhrugu Giri Bhrugu Giri's Bear Stearns Experience 2006 - 2007
Job Vice President (Compliance Technology) at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs December 2013 - Present
Goldman Sachs October 2009 - Present
Barclays Capital July 2007 - October 2009
i-flex solutions January 2005 - July 2007
Bear Stearns 2006 - 2007
Accenture Technology Solutions December 2003 - December 2004
Skills
Core Java, Oracle, Agile Methodologies, Requirements Analysis, Software Development, JDBC, Business Analysis, Business Intelligence, Microsoft SQL Server, DB2, Database Design, UML, Sybase, Equities, Linux, Unix Shell Scripting, JMS, Project Management, Brazilian Listed..., US Listed Options, Hibernate, Shell Scripting, C#, Oracle 9i, Compliance Management, Information Technology..., Futures and Options, RESTful WebServices
Education
Symbiosis International University 2002 — 2004
MS, Computer Applications
Mohanlal Sukhadia University 1997 — 2000
B.Sc, Physics, Maths and Statistics
Goldman Sachs December 2013 - Present
Goldman Sachs October 2009 - Present
Barclays Capital July 2007 - October 2009
i-flex solutions January 2005 - July 2007
Bear Stearns 2006 - 2007
Accenture Technology Solutions December 2003 - December 2004
Skills
Core Java, Oracle, Agile Methodologies, Requirements Analysis, Software Development, JDBC, Business Analysis, Business Intelligence, Microsoft SQL Server, DB2, Database Design, UML, Sybase, Equities, Linux, Unix Shell Scripting, JMS, Project Management, Brazilian Listed..., US Listed Options, Hibernate, Shell Scripting, C#, Oracle 9i, Compliance Management, Information Technology..., Futures and Options, RESTful WebServices
Education
Symbiosis International University 2002 — 2004
MS, Computer Applications
Mohanlal Sukhadia University 1997 — 2000
B.Sc, Physics, Maths and Statistics
David Elias's Bear Stearns Experience 1997 - 1999
Job CEO and Founder at Trader|OS
Industry Financial Services
Experience
TraderOS 2011 - Present
Plus8 Global 2012 - May 2014
Elias Capital Management 2007 - 2011
Noise 2004 - 2008
SoulKool 1999 - 2004
Bear Stearns 1997 - 1999
Education
Babson College 1992 — 1995
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
TraderOS 2011 - Present
Plus8 Global 2012 - May 2014
Elias Capital Management 2007 - 2011
Noise 2004 - 2008
SoulKool 1999 - 2004
Bear Stearns 1997 - 1999
Education
Babson College 1992 — 1995
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Lolita Gamz Lolita Gamz's Bear Stearns Experience February 1996 - May 1999
Job Senior Associate at John Jay College
Industry Information Technology and Services
Experience
John Jay College August 2012 - Present
Smith Barney September 2010 - August 2012
Exegen Services May 2006 - November 2009
Citi May 1999 - April 2006
Bear Stearns February 1996 - May 1999
Skills
SDLC, Business Analysis, Requirements Analysis, User Acceptance Testing, Requirements Gathering, SQL, Visio, Business Requirements, Agile Methodologies, Microsoft SQL Server, SharePoint, Data Warehousing, Software Project..., Quality Center, DB2, Mainframe
Education
Azerbaijan State Oil Academy 1983 — 1989
Master, Applied Mathematics and Computer Science
John Jay College August 2012 - Present
Smith Barney September 2010 - August 2012
Exegen Services May 2006 - November 2009
Citi May 1999 - April 2006
Bear Stearns February 1996 - May 1999
Skills
SDLC, Business Analysis, Requirements Analysis, User Acceptance Testing, Requirements Gathering, SQL, Visio, Business Requirements, Agile Methodologies, Microsoft SQL Server, SharePoint, Data Warehousing, Software Project..., Quality Center, DB2, Mainframe
Education
Azerbaijan State Oil Academy 1983 — 1989
Master, Applied Mathematics and Computer Science
Chad S. Elson Chad S. Elson's Bear Stearns Experience 1993 - 1994
Job Chief Operating Officer at South Street Capital Management LP
Industry Investment Management
Experience
South Street Capital Management LP August 2007 - Present
Cantor Fitzgerald LP 1996 - 1997
HSBC Securities 1994 - 1996
Bear Stearns 1993 - 1994
Swiss Bank 1990 - 1993
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Private Equity, Asset Managment, Investment Management, Investor Relations, Fixed Income, Equities, Venture Capital, Investments, Investment Strategies, Securities Regulation, Investment Advisory, Due Diligence
Education
University of California, Santa Barbara 1975 — 1978
MA & ABD, Philosophy
Antioch College 1970 — 1973
BA, Philosophy & Sociology
Oyster Bay High School
South Street Capital Management LP August 2007 - Present
Cantor Fitzgerald LP 1996 - 1997
HSBC Securities 1994 - 1996
Bear Stearns 1993 - 1994
Swiss Bank 1990 - 1993
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Private Equity, Asset Managment, Investment Management, Investor Relations, Fixed Income, Equities, Venture Capital, Investments, Investment Strategies, Securities Regulation, Investment Advisory, Due Diligence
Education
University of California, Santa Barbara 1975 — 1978
MA & ABD, Philosophy
Antioch College 1970 — 1973
BA, Philosophy & Sociology
Oyster Bay High School
Daione Mitchell Daione Mitchell's Bear Stearns Experience June 2000 - August 2000
Job Research Analyst at Edelman Berland
Industry Market Research
Experience
Edelman Berland April 2014 - February 2015
GEM Realty Capital October 2004 - March 2014
Jones Lang LaSalle August 2003 - August 2004
U. S. Equities Realty September 2001 - August 2003
Zurich Scudder Investments November 2001 - March 2002
Bear Stearns June 2000 - August 2000
Brazilian Embassy May 1999 - August 1999
FIFA Women's World Cup Soccer April 1999 - July 1999
Skills
Brazilian Portuguese, Event Planning, Project Coordination, Project Management, Team Building, Auctions, Spanish, Intercollegiate..., Yoga, Triathlon, CrossFit, Coordinating Special..., Portuguese, Marketing Research, Primary Research, Online Community..., Secondary Research, Survey Design, Survey Research, Latin American culture
Education
American University 1997 — 2001
Bachelor of Science, International Business
Mamaroneck High School 1993 — 1997
Edelman Berland April 2014 - February 2015
GEM Realty Capital October 2004 - March 2014
Jones Lang LaSalle August 2003 - August 2004
U. S. Equities Realty September 2001 - August 2003
Zurich Scudder Investments November 2001 - March 2002
Bear Stearns June 2000 - August 2000
Brazilian Embassy May 1999 - August 1999
FIFA Women's World Cup Soccer April 1999 - July 1999
Skills
Brazilian Portuguese, Event Planning, Project Coordination, Project Management, Team Building, Auctions, Spanish, Intercollegiate..., Yoga, Triathlon, CrossFit, Coordinating Special..., Portuguese, Marketing Research, Primary Research, Online Community..., Secondary Research, Survey Design, Survey Research, Latin American culture
Education
American University 1997 — 2001
Bachelor of Science, International Business
Mamaroneck High School 1993 — 1997
Abby Machanic Abby Machanic's Bear Stearns Experience 2006 - April 2008
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley April 2008 - January 2013
Bear Stearns 2006 - April 2008
Education
American University 2001 — 2005
Bachelors of Arts, International Relations - International Communications
Morgan Stanley April 2008 - January 2013
Bear Stearns 2006 - April 2008
Education
American University 2001 — 2005
Bachelors of Arts, International Relations - International Communications
Jane Leach Jane Leach's Bear Stearns Experience June 1985 - June 2002
Job Flagship Relationship Manager at Vanguard
Industry Marketing and Advertising
Experience
Vanguard February 2014 - Present
Investment Marketing Services January 2012 - Present
Palo Verde Capital January 2011 - January 2012
Cole Real Estate Investments April 2009 - January 2011
ING July 2002 - April 2009
Bear Stearns June 1985 - June 2002
Skills
Marketing Strategy, Corporate Communications, Email Marketing, Product Marketing, Direct Marketing, Social Networking, Public Relations, Mutual Funds, Advertising, Management, Marketing, Marketing Management, Integrated Marketing, Demonstrated success..., Exceptional..., Strong program..., Real Estate, Brand Development, Leadership, Event Planning, Event Management, Strategic Planning, Cross-functional Team..., Digital Marketing, Budgets, Product Management, Project Management, Sales, Strategy, Investments, Forecasting, Market Research, Online Marketing, Financial Services, Entrepreneurship, Business Development, CRM, Business Planning, Social Media Marketing
Education
Adelphi University
BBA, Finance
Vanguard February 2014 - Present
Investment Marketing Services January 2012 - Present
Palo Verde Capital January 2011 - January 2012
Cole Real Estate Investments April 2009 - January 2011
ING July 2002 - April 2009
Bear Stearns June 1985 - June 2002
Skills
Marketing Strategy, Corporate Communications, Email Marketing, Product Marketing, Direct Marketing, Social Networking, Public Relations, Mutual Funds, Advertising, Management, Marketing, Marketing Management, Integrated Marketing, Demonstrated success..., Exceptional..., Strong program..., Real Estate, Brand Development, Leadership, Event Planning, Event Management, Strategic Planning, Cross-functional Team..., Digital Marketing, Budgets, Product Management, Project Management, Sales, Strategy, Investments, Forecasting, Market Research, Online Marketing, Financial Services, Entrepreneurship, Business Development, CRM, Business Planning, Social Media Marketing
Education
Adelphi University
BBA, Finance
Jonathan Cramer Jonathan Cramer's Bear Stearns Experience 2001 - 2003
Job Managing Partner at Visium Partners
Industry Financial Services
Experience
Visium Partners LLC February 2008 - Present
Cowen and Company 2003 - 2008
Bear Stearns 2001 - 2003
Skills
Business Valuation, Equity Research, Valuation, Due Diligence, Financial Analysis, Corporate Finance, Restructuring, Private Equity, Financial Modeling, Capital Markets, Venture Capital, Emerging Markets, Mergers & Acquisitions, Investments, Investment Banking, Asset Management
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
American University, Washington College of Law 1990 — 1993
JD
Muhlenberg College
BS, Biology and the Natural Sciences
Visium Partners LLC February 2008 - Present
Cowen and Company 2003 - 2008
Bear Stearns 2001 - 2003
Skills
Business Valuation, Equity Research, Valuation, Due Diligence, Financial Analysis, Corporate Finance, Restructuring, Private Equity, Financial Modeling, Capital Markets, Venture Capital, Emerging Markets, Mergers & Acquisitions, Investments, Investment Banking, Asset Management
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
American University, Washington College of Law 1990 — 1993
JD
Muhlenberg College
BS, Biology and the Natural Sciences
Theresa Jenulis Theresa Jenulis's Bear Stearns Experience October 1999 - October 2001
Job RN, BSN
Industry Health, Wellness and Fitness
Experience
North Shore-LIJ Health System July 2015 - Present
Adelphi University January 2013 - May 2015
Keefe, Bruyette & Woods December 2001 - September 2011
Bear Stearns October 1999 - October 2001
Gruntal & Co 1994 - 1999
Skills
AU 9th Annual..., AU 9th Annual..., Deans list Nassau..., Dean's list Adelphi..., Community Service in..., Fall 2014-GPA 4.0
Education
Adelphi University 2013 — 2015
BS Nursing, Registered Nursing/Registered Nurse, GPA 3.72
Nassau Community College 2012 — 2012
Undergrad, Nursing, GPA 4.0
State University of New York College at Oneonta 1989 — 1992
BS, Dietetics
North Shore-LIJ Health System July 2015 - Present
Adelphi University January 2013 - May 2015
Keefe, Bruyette & Woods December 2001 - September 2011
Bear Stearns October 1999 - October 2001
Gruntal & Co 1994 - 1999
Skills
AU 9th Annual..., AU 9th Annual..., Deans list Nassau..., Dean's list Adelphi..., Community Service in..., Fall 2014-GPA 4.0
Education
Adelphi University 2013 — 2015
BS Nursing, Registered Nursing/Registered Nurse, GPA 3.72
Nassau Community College 2012 — 2012
Undergrad, Nursing, GPA 4.0
State University of New York College at Oneonta 1989 — 1992
BS, Dietetics
James Herzel James Herzel's Bear Stearns Experience August 1993 - November 2007
Job Independent Religious Institutions Professional
Industry Religious Institutions
Experience
Bear Stearns August 1993 - November 2007
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teaching, Public Speaking, Customer Service, Non-profits, Accounting, Leadership Development, Fundraising, Marketing Strategy, Data Analysis, Preaching, Budgets, Gospel, Coaching, Blogging, Editing, Public Relations, Research, Project Planning, Nonprofits, Social Media, Strategic Planning, Project Management, Microsoft Office, Social Networking, Change Management, Staff Development, HTML, Spanish, Training, Outlook, Healthcare, Evangelism, Team Building, Windows, Negotiation, Social Media Marketing, System Administration, English, Leadership, Event Planning, Analysis, Theology, Religion, Pastoral Care, Entrepreneurship, Community Outreach, Event Management
Education
International Computers and Communication Systems 1985 — 1986
Computer Science
University of Kentucky College of Medicine 1967 — 1968
Medicine
Kentucky State University 1964 — 1967
BS, Pre-Medicine
Columbia International University 1962 — 1963
Bible, Missions
Louisville Presbyterian Theological Seminary 1962 — 1962
Theology
Antioch College 1960 — 1961
Philosophy, History
Bear Stearns August 1993 - November 2007
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teaching, Public Speaking, Customer Service, Non-profits, Accounting, Leadership Development, Fundraising, Marketing Strategy, Data Analysis, Preaching, Budgets, Gospel, Coaching, Blogging, Editing, Public Relations, Research, Project Planning, Nonprofits, Social Media, Strategic Planning, Project Management, Microsoft Office, Social Networking, Change Management, Staff Development, HTML, Spanish, Training, Outlook, Healthcare, Evangelism, Team Building, Windows, Negotiation, Social Media Marketing, System Administration, English, Leadership, Event Planning, Analysis, Theology, Religion, Pastoral Care, Entrepreneurship, Community Outreach, Event Management
Education
International Computers and Communication Systems 1985 — 1986
Computer Science
University of Kentucky College of Medicine 1967 — 1968
Medicine
Kentucky State University 1964 — 1967
BS, Pre-Medicine
Columbia International University 1962 — 1963
Bible, Missions
Louisville Presbyterian Theological Seminary 1962 — 1962
Theology
Antioch College 1960 — 1961
Philosophy, History
Andy Bergin Andy Bergin's Bear Stearns Experience January 1980 - January 1992
Job Managing Partner of Speaking Virtually and CEO of College Grad Launchpad LLC
Industry Professional Training & Coaching
Experience
Speaking Virtually September 2008 - Present
College Grad Launchpad LLC January 2015 - Present
Lehman Brothers June 2003 - September 2008
Lehman Brothers June 2001 - December 2003
Lehman Brothers June 1998 - May 2001
Lehman Brothers February 1992 - May 1998
Bear Stearns January 1980 - January 1992
Skills
Coaching, Leadership Development, Talent Management, Strategy, Training, Leadership, Executive Coaching, Negotiation, Program Management, Project Management, Executive Management, Business Development, Process Improvement, Team Building, Management, Change Management, Team Management, Organizational..., Human Resources, Business Analysis, Interviews, Recruiting, New Business Development, Marketing, Consulting, Public Speaking, Staff Development, Management Consulting, Sales, Fundraising, Entrepreneurship, Management Development, Mergers & Acquisitions, Performance Management, Start-ups, Salesforce.com, Executive Development, Mentoring, Business Strategy, Presentation Development, Presentation Coaching, MBTI, Employee Engagement, Career Development, Organizational Design, Organizational..., Time Management, Culture Change
Education
American Academy of Dramatic Arts 1976 — 1978
Acting
Boston College 1968 — 1972
B.A., Russian History, Theater
Speaking Virtually September 2008 - Present
College Grad Launchpad LLC January 2015 - Present
Lehman Brothers June 2003 - September 2008
Lehman Brothers June 2001 - December 2003
Lehman Brothers June 1998 - May 2001
Lehman Brothers February 1992 - May 1998
Bear Stearns January 1980 - January 1992
Skills
Coaching, Leadership Development, Talent Management, Strategy, Training, Leadership, Executive Coaching, Negotiation, Program Management, Project Management, Executive Management, Business Development, Process Improvement, Team Building, Management, Change Management, Team Management, Organizational..., Human Resources, Business Analysis, Interviews, Recruiting, New Business Development, Marketing, Consulting, Public Speaking, Staff Development, Management Consulting, Sales, Fundraising, Entrepreneurship, Management Development, Mergers & Acquisitions, Performance Management, Start-ups, Salesforce.com, Executive Development, Mentoring, Business Strategy, Presentation Development, Presentation Coaching, MBTI, Employee Engagement, Career Development, Organizational Design, Organizational..., Time Management, Culture Change
Education
American Academy of Dramatic Arts 1976 — 1978
Acting
Boston College 1968 — 1972
B.A., Russian History, Theater
Jeff Prupis Jeff Prupis's Bear Stearns Experience 1982 - 1987
Job Financial Services Professional
Industry Financial Services
Experience
Paige 23 2008 - 2013
US Century Mortgage 2005 - 2007
The Mortgage Store January 2005 - January 2006
Ohio Savings Bank 2003 - 2004
Pace Financial Network 1999 - 2003
Metrocities Mortgage 2000 - 2001
Countrywide 1998 - 1999
Weyerhaeuser Mortgage Company 1992 - 1994
Bear Stearns 1982 - 1987
Smith Barney 1980 - 1982
Skills
Leadership, Sales Management, Mortgage Lending, New Business Development, Recruiting, Call Centers, Training, Sales, Finance, Credit, Loans, Risk Management, Retail, Insurance, Banking, Real Estate, Customer Service, Management, Strategic Planning, Networking, Coaching, Investments, Mortgage Banking, Loan Origination, Residential Mortgages, FHA, Credit Analysis
Education
Sonoma State University 1975 — 1977
BA, Business Management
Allan Hancock College
Viticulture and Enology, A
Paige 23 2008 - 2013
US Century Mortgage 2005 - 2007
The Mortgage Store January 2005 - January 2006
Ohio Savings Bank 2003 - 2004
Pace Financial Network 1999 - 2003
Metrocities Mortgage 2000 - 2001
Countrywide 1998 - 1999
Weyerhaeuser Mortgage Company 1992 - 1994
Bear Stearns 1982 - 1987
Smith Barney 1980 - 1982
Skills
Leadership, Sales Management, Mortgage Lending, New Business Development, Recruiting, Call Centers, Training, Sales, Finance, Credit, Loans, Risk Management, Retail, Insurance, Banking, Real Estate, Customer Service, Management, Strategic Planning, Networking, Coaching, Investments, Mortgage Banking, Loan Origination, Residential Mortgages, FHA, Credit Analysis
Education
Sonoma State University 1975 — 1977
BA, Business Management
Allan Hancock College
Viticulture and Enology, A
Paul F. Delaney Paul F. Delaney's Bear Stearns Experience 2001 - 2006
Job Senior Managing Director at Griffin Financial Group
Industry Investment Banking
Experience
Griffin Financial Group 2008 - Present
Patronus Capital Advisors LLC 2006 - 2008
Pomona Capital 2006 - 2006
Bear Stearns 2001 - 2006
MetLife 1981 - 2001
Skills
Private Equity, Venture Capital, Alternative Investments, Investments, Buyouts, Valuation, Investment Banking, Due Diligence, Asset Managment, Mergers, Hedge Funds, Portfolio Management, Funding, Banking, Fund Of Funds, Capital Markets, Private Placements, Equities, LBO, Asset Management, Mergers
Education
New York Law School 1986 — 1990
JD
Adelphi University 1984 — 1986
MBA, Finance
Saint Michael's College 1978 — 1981
BA, Business Administration
Chaminade High School 1974 — 1978
Griffin Financial Group 2008 - Present
Patronus Capital Advisors LLC 2006 - 2008
Pomona Capital 2006 - 2006
Bear Stearns 2001 - 2006
MetLife 1981 - 2001
Skills
Private Equity, Venture Capital, Alternative Investments, Investments, Buyouts, Valuation, Investment Banking, Due Diligence, Asset Managment, Mergers, Hedge Funds, Portfolio Management, Funding, Banking, Fund Of Funds, Capital Markets, Private Placements, Equities, LBO, Asset Management, Mergers
Education
New York Law School 1986 — 1990
JD
Adelphi University 1984 — 1986
MBA, Finance
Saint Michael's College 1978 — 1981
BA, Business Administration
Chaminade High School 1974 — 1978
Shelly Wilkens Kobb's Bear Stearns Experience July 2005 - December 2007
Job SVP, Head of Correspondent Lending at EverBank
Industry Financial Services
Experience
EverBank December 2012 - Present
EverBank December 2011 - December 2012
Independent Contractor May 2011 - December 2011
Aurora Loan Services October 2009 - April 2011
LandAmerica April 2008 - October 2008
Bear Stearns July 2005 - December 2007
National City Mortgage June 2001 - June 2005
Countrywide Home Loans 1997 - 2001
Prudential Home Mortgage 1993 - 1994
Skills
Loans, Mortgage Banking, FHA, Mortgage Lending, Business Development, Loan Origination
Education
Augsburg College
Colorado State University
Master's degree, Organizational Development and Change Management
EverBank December 2012 - Present
EverBank December 2011 - December 2012
Independent Contractor May 2011 - December 2011
Aurora Loan Services October 2009 - April 2011
LandAmerica April 2008 - October 2008
Bear Stearns July 2005 - December 2007
National City Mortgage June 2001 - June 2005
Countrywide Home Loans 1997 - 2001
Prudential Home Mortgage 1993 - 1994
Skills
Loans, Mortgage Banking, FHA, Mortgage Lending, Business Development, Loan Origination
Education
Augsburg College
Colorado State University
Master's degree, Organizational Development and Change Management
tony del prado tony del prado's Bear Stearns Experience February 1998 - August 1999
Job Middleware Engineer
Industry Financial Services
Experience
Bank of America June 2013 - Present
San Antonio Forex June 2008 - December 2012
Barclays March 2009 - December 2009
Lehman Brothers August 1999 - April 2008
Bear Stearns February 1998 - August 1999
Merrill Lynch April 1997 - February 1998
Morgan Stanley August 1996 - April 1997
Lehman Brothers August 1994 - August 1996
Skills
Middleware, TIBCO, WebSphere MQ, JMS, Enterprise Architecture, Unix, Sybase, WebSphere Application..., EAI, TIBCO Rendezvous, Weblogic, SOA, Solaris, Unix Shell Scripting, ESB, Websphere, DB2, Java Enterprise Edition
Education
University of the Philippines 1973 — 1977
High School
Ateneo de Manila University 1977 — 1981
Bachelor of Business Administration (BBA)
The Chubb Institute 1992 — 1992
Programming Certificate - Assembler, COBOL, CICS, DB2, Systems Analysis & Design
New York University 1996 — 1997
Programming Certificate - C/C++, Java, UNIX, OOA&D
Bank of America June 2013 - Present
San Antonio Forex June 2008 - December 2012
Barclays March 2009 - December 2009
Lehman Brothers August 1999 - April 2008
Bear Stearns February 1998 - August 1999
Merrill Lynch April 1997 - February 1998
Morgan Stanley August 1996 - April 1997
Lehman Brothers August 1994 - August 1996
Skills
Middleware, TIBCO, WebSphere MQ, JMS, Enterprise Architecture, Unix, Sybase, WebSphere Application..., EAI, TIBCO Rendezvous, Weblogic, SOA, Solaris, Unix Shell Scripting, ESB, Websphere, DB2, Java Enterprise Edition
Education
University of the Philippines 1973 — 1977
High School
Ateneo de Manila University 1977 — 1981
Bachelor of Business Administration (BBA)
The Chubb Institute 1992 — 1992
Programming Certificate - Assembler, COBOL, CICS, DB2, Systems Analysis & Design
New York University 1996 — 1997
Programming Certificate - C/C++, Java, UNIX, OOA&D
Kunhi Kelu Suresh, CFA,FRM Kunhi Kelu Suresh, CFA,FRM's Bear Stearns Experience February 2005 - May 2008
Job Director, Market/Credit Risk IT Dept, Bank Of America Merryl Lynch
Industry Financial Services
Experience
Bank of America May 2011 - Present
JP Morgan Chase May 2008 - May 2011
Bear Stearns February 2005 - May 2008
Lucent Technologies May 1999 - February 2005
C-DOT June 1997 - May 1999
Skills
Trading Systems, Fixed Income, Equities, Derivatives, Investment Banking, Risk Management, Market Risk, Grid Computing, Big Data
Education
Andhra University 1993 — 1997
B.S., Computer Sciences & Systems Engineering
Bank of America May 2011 - Present
JP Morgan Chase May 2008 - May 2011
Bear Stearns February 2005 - May 2008
Lucent Technologies May 1999 - February 2005
C-DOT June 1997 - May 1999
Skills
Trading Systems, Fixed Income, Equities, Derivatives, Investment Banking, Risk Management, Market Risk, Grid Computing, Big Data
Education
Andhra University 1993 — 1997
B.S., Computer Sciences & Systems Engineering
Monique Evans's Bear Stearns Experience December 2001 - December 2005
Job Office Operations and IT Administrative Coordinator at Fusion Company
Industry Information Technology and Services
Experience
Fusion.com February 2014 - Present
Capital One October 2011 - February 2014
Exclusive Staffing August 2010 - October 2011
Allianz Global Assistance NL May 2008 - November 2009
JPMorgan Chase (formerly Bear Stearns) December 2005 - December 2007
Bear Stearns December 2001 - December 2005
Bear Stearns June 1999 - December 2001
Skills
Human Resources, Recruiting, Project Management, Business Process..., Presentations, Events Coordination, Event Planning, Program Coordination, Applicant Tracking..., Budgets, Management, Marketing, Microsoft Office, Quality Assurance, Time Management, SDLC, Sales, Training
Education
Averett University 2009 — 2011
Bachelors, Business Administration
University of Virginia 2005 — 2005
Liberal Arts
J Sargeant Reynolds 2002 — 2005
Associates, Business Administration
Fashion Industries
Fusion.com February 2014 - Present
Capital One October 2011 - February 2014
Exclusive Staffing August 2010 - October 2011
Allianz Global Assistance NL May 2008 - November 2009
JPMorgan Chase (formerly Bear Stearns) December 2005 - December 2007
Bear Stearns December 2001 - December 2005
Bear Stearns June 1999 - December 2001
Skills
Human Resources, Recruiting, Project Management, Business Process..., Presentations, Events Coordination, Event Planning, Program Coordination, Applicant Tracking..., Budgets, Management, Marketing, Microsoft Office, Quality Assurance, Time Management, SDLC, Sales, Training
Education
Averett University 2009 — 2011
Bachelors, Business Administration
University of Virginia 2005 — 2005
Liberal Arts
J Sargeant Reynolds 2002 — 2005
Associates, Business Administration
Fashion Industries
Sreenivasulu Kolisetty Sreenivasulu Kolisetty's Bear Stearns Experience June 2006 - March 2007
Job Technical Lead at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank August 2012 - Present
Goldman Sachs March 2007 - August 2012
Bear Stearns June 2006 - March 2007
Polaris Software Lab February 2004 - June 2006
Skills
Sybase Adaptive Server, Hibernate, Regression Testing, J2EE Application..., Java, Maven, Integration Testing, Oracle, Spring, Spring Integration, Unix Shell Scripting, SWIFT messaging, Microsoft Reporting..., JIRA, Cash Management, Payment Systems, Struts, Spring Batch, Spring MVC, Enterprise Architecture, MS Project, DB2, Autosys, XSLT, Sybase, JMS, Weblogic
Education
Punjabi University 2001 — 2003
Master of Technology (M.Tech.), Information Technology
Acharya Nagarjuna Vishwavidhyalayamu 1998 — 2000
Master of Science (M.Sc.), Computer Science
Barclays Investment Bank August 2012 - Present
Goldman Sachs March 2007 - August 2012
Bear Stearns June 2006 - March 2007
Polaris Software Lab February 2004 - June 2006
Skills
Sybase Adaptive Server, Hibernate, Regression Testing, J2EE Application..., Java, Maven, Integration Testing, Oracle, Spring, Spring Integration, Unix Shell Scripting, SWIFT messaging, Microsoft Reporting..., JIRA, Cash Management, Payment Systems, Struts, Spring Batch, Spring MVC, Enterprise Architecture, MS Project, DB2, Autosys, XSLT, Sybase, JMS, Weblogic
Education
Punjabi University 2001 — 2003
Master of Technology (M.Tech.), Information Technology
Acharya Nagarjuna Vishwavidhyalayamu 1998 — 2000
Master of Science (M.Sc.), Computer Science
Alan R. Smith's Bear Stearns Experience June 2006 - May 2008
Job SharePoint Solution Architect, MetLife Investments
Industry Financial Services
Experience
MetLife Investments January 2013 - Present
ARS Interactive, LLC January 2000 - Present
Tylted April 2012 - January 2013
Something Digital November 2011 - April 2012
MF Global April 2010 - December 2011
Aventine Co. May 2006 - June 2010
Bear Stearns June 2006 - May 2008
MoJo Active, Inc. 2004 - 2006
Brodart Company 2002 - 2004
Masco Communications, Inc. 1999 - 2002
Skills
HTML5 (Advanced), VB.NET / C#.NET, Information..., SEO (Advanced), User Interface Design, User Experience, Interaction Design, Personas, Contextual Inquiry, Heuristic Evaluation, Human Centered Design, Web Application Design, JavaScript, Persona, C#, CSS, SEO, ASP.NET, Web Applications, .NET, Mobile Applications, Agile Methodologies, HTML 5, IIS, Web Project Management, Database Design, Web Services, Management, ASP.NET MVC, Enterprise Architecture, Visual Studio, SSRS, SDLC, Architectures, SharePoint, Information Architecture, jQuery, SQL
Education
Art Institute of Philadelphia 1997 — 2001
BS
El Camino College 1996 — 1997
MetLife Investments January 2013 - Present
ARS Interactive, LLC January 2000 - Present
Tylted April 2012 - January 2013
Something Digital November 2011 - April 2012
MF Global April 2010 - December 2011
Aventine Co. May 2006 - June 2010
Bear Stearns June 2006 - May 2008
MoJo Active, Inc. 2004 - 2006
Brodart Company 2002 - 2004
Masco Communications, Inc. 1999 - 2002
Skills
HTML5 (Advanced), VB.NET / C#.NET, Information..., SEO (Advanced), User Interface Design, User Experience, Interaction Design, Personas, Contextual Inquiry, Heuristic Evaluation, Human Centered Design, Web Application Design, JavaScript, Persona, C#, CSS, SEO, ASP.NET, Web Applications, .NET, Mobile Applications, Agile Methodologies, HTML 5, IIS, Web Project Management, Database Design, Web Services, Management, ASP.NET MVC, Enterprise Architecture, Visual Studio, SSRS, SDLC, Architectures, SharePoint, Information Architecture, jQuery, SQL
Education
Art Institute of Philadelphia 1997 — 2001
BS
El Camino College 1996 — 1997
Thomas Schuller, CFP® Thomas Schuller, CFP®'s Bear Stearns Experience January 1996 - September 1996
Job Vice President Investment Executive at Fifth Third Securities Merchandise Mart
Industry Financial Services
Experience
Fifth Third Securities June 2012 - Present
Morgan Stanley October 1996 - November 2002
Bear Stearns January 1996 - September 1996
Skills
Life Insurance, Certified Financial..., Series 7
Education
Arizona State University
BFA, BA
Kent State University
Fifth Third Securities June 2012 - Present
Morgan Stanley October 1996 - November 2002
Bear Stearns January 1996 - September 1996
Skills
Life Insurance, Certified Financial..., Series 7
Education
Arizona State University
BFA, BA
Kent State University
S Madhava Varma Buddharaju S Madhava Varma Buddharaju's Bear Stearns Experience April 2007 - May 2008
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2008 - Present
Bear Stearns April 2007 - May 2008
Aurora Solutions, Inc January 2006 - April 2007
Tata Consultancy Services October 2003 - December 2005
Skills
Trading Systems, Electronic Trading, Low Latency, Market Data, Equities, Trading, Sybase, Derivatives, Fixed Income
Education
Andhra University 1999 — 2003
Bachelors, Computer Science Engineering
JP Morgan Chase June 2008 - Present
Bear Stearns April 2007 - May 2008
Aurora Solutions, Inc January 2006 - April 2007
Tata Consultancy Services October 2003 - December 2005
Skills
Trading Systems, Electronic Trading, Low Latency, Market Data, Equities, Trading, Sybase, Derivatives, Fixed Income
Education
Andhra University 1999 — 2003
Bachelors, Computer Science Engineering
David Bousquet's Bear Stearns Experience 2000 - 2004
Job CoOwner at RedGate Films, Inc.
Industry Motion Pictures and Film
Experience
RedGate Films, Inc. August 2004 - Present
Bear Stearns 2000 - 2004
Education
Academy of Art University 2000 — 2004
BFA, Motion Picture
RedGate Films, Inc. August 2004 - Present
Bear Stearns 2000 - 2004
Education
Academy of Art University 2000 — 2004
BFA, Motion Picture
Jack Healy Jack Healy's Bear Stearns Experience October 1990 - December 1996
Job Market Data Vendor Manager at Barclays Capital
Industry Financial Services
Experience
Barclays Capital January 2012 - Present
Yard Law Offices November 2010 - 2011
UBS (Perot Systems at UBS) October 2000 - November 2009
Prudential Securities June 1998 - October 2000
Merrill Lynch December 1996 - June 1998
Bear Stearns October 1990 - December 1996
Chemical Bank June 1986 - October 1990
Skills
Market Data, Project Management, Product Management, Vendor Relationships, Operations Management, IT Service Delivery, Vendor Management, Trading Systems, Equities, Fixed Income, Business Analysis, Investment Banking, Equity Trading, Bloomberg, Derivatives, Risk Management, IT Service Management, Capital Markets, Financial Markets, Electronic Trading, Infrastructure, Integration, Management, Trading, Back Office, FX Options, Middle Office, Equity Derivatives, Prime Brokerage, Credit Derivatives, Options, Reference Data
Education
Adelphi University 1999 — 2003
Masters, Business Administration
University of Scranton 1982 — 1986
BS, Computer Science
Barclays Capital January 2012 - Present
Yard Law Offices November 2010 - 2011
UBS (Perot Systems at UBS) October 2000 - November 2009
Prudential Securities June 1998 - October 2000
Merrill Lynch December 1996 - June 1998
Bear Stearns October 1990 - December 1996
Chemical Bank June 1986 - October 1990
Skills
Market Data, Project Management, Product Management, Vendor Relationships, Operations Management, IT Service Delivery, Vendor Management, Trading Systems, Equities, Fixed Income, Business Analysis, Investment Banking, Equity Trading, Bloomberg, Derivatives, Risk Management, IT Service Management, Capital Markets, Financial Markets, Electronic Trading, Infrastructure, Integration, Management, Trading, Back Office, FX Options, Middle Office, Equity Derivatives, Prime Brokerage, Credit Derivatives, Options, Reference Data
Education
Adelphi University 1999 — 2003
Masters, Business Administration
University of Scranton 1982 — 1986
BS, Computer Science
Jean Pooley Jean Pooley's Bear Stearns Experience August 2000 - June 2008
Job
Industry Investment Banking
Experience
BBVA October 2013 - Present
GE Capital June 2011 - December 2012
Independent Consultant June 2009 - June 2011
Bear Stearns August 2000 - June 2008
Old Second National Bank May 1993 - October 1999
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Mergers, Capital Markets, Leveraged Finance, Financial Analysis, Financial Structuring, Due Diligence, Mergers & Acquisitions, Corporate Finance, Strategy, Strategic Financial..., LBO, Management, Finance, Investments, Financial Planning
Education
University of Chicago - Booth School of Business
MBA
Aurora University
BA
BBVA October 2013 - Present
GE Capital June 2011 - December 2012
Independent Consultant June 2009 - June 2011
Bear Stearns August 2000 - June 2008
Old Second National Bank May 1993 - October 1999
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Mergers, Capital Markets, Leveraged Finance, Financial Analysis, Financial Structuring, Due Diligence, Mergers & Acquisitions, Corporate Finance, Strategy, Strategic Financial..., LBO, Management, Finance, Investments, Financial Planning
Education
University of Chicago - Booth School of Business
MBA
Aurora University
BA
Mary Rosenquist Mary Rosenquist's Bear Stearns Experience June 1995 - October 1999
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - Present
HighTower Advisors LLC October 2008 - November 2010
Deutsche Bank Securities January 2006 - October 2008
Delano Group Securities LLC October 1999 - October 2005
Bear Stearns June 1995 - October 1999
Prudential Securities October 1989 - May 1995
Dean Witter 1985 - 1987
Skills
Hold Series 7, Series 63, Series 66, Series 9, Series 10, Series 24, Series 27
Education
College of Lake County 1976 — 2009
General
San Diego Mesa College 1982 — 1989
Augustana College 1978 — 1979
Languages, Art History
Morgan Stanley Smith Barney April 2011 - Present
HighTower Advisors LLC October 2008 - November 2010
Deutsche Bank Securities January 2006 - October 2008
Delano Group Securities LLC October 1999 - October 2005
Bear Stearns June 1995 - October 1999
Prudential Securities October 1989 - May 1995
Dean Witter 1985 - 1987
Skills
Hold Series 7, Series 63, Series 66, Series 9, Series 10, Series 24, Series 27
Education
College of Lake County 1976 — 2009
General
San Diego Mesa College 1982 — 1989
Augustana College 1978 — 1979
Languages, Art History
Gwendolyn Gotangco Gwendolyn Gotangco's Bear Stearns Experience 1995 - 1999
Job Licensed Real Estate Sales Professional
Industry Real Estate
Experience
Douglas Elliman Real Estate October 2009 - Present
Centennial Real Estate 2004 - Present
Crimsonex / Gemstone Development 2002 - 2004
CyberAction Inc 1999 - 2001
Bear Stearns 1995 - 1999
Astra Pharmaceuticals 1990 - 1994
Skills
Short Sales, REO, Real Estate, Residential, Sellers, Marketing, Product Marketing, Sales, Real Estate Transactions, Pharmaceutical Sales, Customer Service, Accounting, Small Business, Income Properties, Property Management, Rental Homes, Interior Design, Decoration, Relocation Buyers, Buyer Broker, Seller Representation, Corporate Relocation, Residential Homes, Listings, Townhomes, Property, Vacation Homes, Condos, Leases, Investors, Buyers, Buyer Representation, Rentals, New Homes, Referrals, Commercial Real Estate, Luxury, ABR, Relocation, HUD, Real Estate License, New Home Sales, e-PRO, Real Property, Move Up Buyers, Investment Properties, Apartments, First Time Home Buyers, SFR, Single Family Homes
Education
Central Luzon State University
Associate in Accounting
Central Luzón State University
Bachelor of Science in Business Administration, Accounting
Chubb Institute
Computer Programming
Solaris Philippines
Solaris System Administration, System Administration I & II, Network Administration & Shell Programming
Douglas Elliman Real Estate October 2009 - Present
Centennial Real Estate 2004 - Present
Crimsonex / Gemstone Development 2002 - 2004
CyberAction Inc 1999 - 2001
Bear Stearns 1995 - 1999
Astra Pharmaceuticals 1990 - 1994
Skills
Short Sales, REO, Real Estate, Residential, Sellers, Marketing, Product Marketing, Sales, Real Estate Transactions, Pharmaceutical Sales, Customer Service, Accounting, Small Business, Income Properties, Property Management, Rental Homes, Interior Design, Decoration, Relocation Buyers, Buyer Broker, Seller Representation, Corporate Relocation, Residential Homes, Listings, Townhomes, Property, Vacation Homes, Condos, Leases, Investors, Buyers, Buyer Representation, Rentals, New Homes, Referrals, Commercial Real Estate, Luxury, ABR, Relocation, HUD, Real Estate License, New Home Sales, e-PRO, Real Property, Move Up Buyers, Investment Properties, Apartments, First Time Home Buyers, SFR, Single Family Homes
Education
Central Luzon State University
Associate in Accounting
Central Luzón State University
Bachelor of Science in Business Administration, Accounting
Chubb Institute
Computer Programming
Solaris Philippines
Solaris System Administration, System Administration I & II, Network Administration & Shell Programming
Slava Gilman, PMP, CSPO's Bear Stearns Experience March 1998 - April 1999
Job VP Program Manager at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase September 2013 - Present
Prudential Financial November 2004 - July 2013
Prudential Securities April 1999 - November 2004
Bear Stearns March 1998 - April 1999
Avis January 1997 - March 1998
Skills
Program Management, Business Analysis, Visio, Project Management, Agile Methodologies, Portfolio Management, MS Project, PMO, Requirements Analysis, Process Improvement, Financial Services, Business Requirements, Investments, IT Strategy, Wealth Management, Asset Management, Quality Assurance, User Acceptance Testing, Change Management, Microsoft SQL Server, Full SDLC, Product Lifecycle..., Release and..., Optimizing and..., Capacity and..., Client on-boarding..., Microsoft Project, Visio, Excel, Power Point, Word, DB2/SQL, CICS, File..., Changeman, Jobtrack, Technical Presentations, Atlassian suite (JIRA,..., SDLC, Vendor Management, Software Project..., Databases, SharePoint, JIRA, PMP, Scrum Product owner, Risk Management, Waterfall – Agile..., Budgetary and Resource..., Management, Business Intelligence, Requirements Gathering
Education
The Chubb Institute 1995 — 1996
Computer Science, 4.0
Odessa State Environmental University 1989 — 1993
Bachelor, Computer Science
JPMorgan Chase September 2013 - Present
Prudential Financial November 2004 - July 2013
Prudential Securities April 1999 - November 2004
Bear Stearns March 1998 - April 1999
Avis January 1997 - March 1998
Skills
Program Management, Business Analysis, Visio, Project Management, Agile Methodologies, Portfolio Management, MS Project, PMO, Requirements Analysis, Process Improvement, Financial Services, Business Requirements, Investments, IT Strategy, Wealth Management, Asset Management, Quality Assurance, User Acceptance Testing, Change Management, Microsoft SQL Server, Full SDLC, Product Lifecycle..., Release and..., Optimizing and..., Capacity and..., Client on-boarding..., Microsoft Project, Visio, Excel, Power Point, Word, DB2/SQL, CICS, File..., Changeman, Jobtrack, Technical Presentations, Atlassian suite (JIRA,..., SDLC, Vendor Management, Software Project..., Databases, SharePoint, JIRA, PMP, Scrum Product owner, Risk Management, Waterfall – Agile..., Budgetary and Resource..., Management, Business Intelligence, Requirements Gathering
Education
The Chubb Institute 1995 — 1996
Computer Science, 4.0
Odessa State Environmental University 1989 — 1993
Bachelor, Computer Science
Anil Boppudi Anil Boppudi's Bear Stearns Experience October 1997 - July 1999
Job Director at Barclays Investment Bank
Industry Information Technology and Services
Experience
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank February 2014 - February 2015
Barclays Investment Bank December 2012 - January 2014
Barclays Investment Bank March 2011 - November 2012
Royal Bank of Canada April 2007 - March 2011
Merrill Lynch March 2005 - April 2007
First Genetic Trust October 2002 - February 2005
ADP January 2000 - September 2002
Citicorp August 1999 - January 2000
Bear Stearns October 1997 - July 1999
Skills
Strategic Planning, Application Lifecycle..., Functional..., Software Development..., Project Governance, Quality Center, Trading Systems, Electronic Trading, Test Planning, Test Management, SDLC, Fixed Income, QTP
Education
Acharya Nagarjuna University 1991 — 1995
Bachelors, Engineering
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank February 2014 - February 2015
Barclays Investment Bank December 2012 - January 2014
Barclays Investment Bank March 2011 - November 2012
Royal Bank of Canada April 2007 - March 2011
Merrill Lynch March 2005 - April 2007
First Genetic Trust October 2002 - February 2005
ADP January 2000 - September 2002
Citicorp August 1999 - January 2000
Bear Stearns October 1997 - July 1999
Skills
Strategic Planning, Application Lifecycle..., Functional..., Software Development..., Project Governance, Quality Center, Trading Systems, Electronic Trading, Test Planning, Test Management, SDLC, Fixed Income, QTP
Education
Acharya Nagarjuna University 1991 — 1995
Bachelors, Engineering
Kevin Yamane's Bear Stearns Experience February 2005 - October 2007
Job President/COO at Catalyst Lending, Inc.
Industry Financial Services
Experience
Catalyst Lending, Inc. January 2010 - Present
Colorado State Bank and Trust September 2008 - January 2010
BlueDot Financial, Inc. November 2007 - August 2008
Bear Stearns February 2005 - October 2007
EMC Mortgage Corporation 2005 - 2007
Wells Fargo Home Mortgage July 2003 - February 2005
Aurora Loan Services January 1998 - July 2003
Lehman Brothers 1998 - 2003
Crossland Mortgage Corp June 1997 - January 1998
Harbourton Mortgage Co., LP October 1995 - June 1997
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Underwriting, FHA, Leadership, Banking, Finance, Loans, Commercial Lending, Financial Services, Risk Management, Credit Analysis, Management, Credit, Mortgage Servicing, USDA, Residential Mortgages, Refinance, Investment Properties, Real Estate, Loan Servicing, Executive Management, Commercial Mortgages, Real Estate Financing, Mortgage Underwriting, Portfolio Management, Sales Management
Education
California State University-Sacramento 1990 — 1994
Bachelor of Science (BS), Finance
American River College 1982 — 1984
Rio Americano High School 1979 — 1982
Catalyst Lending, Inc. January 2010 - Present
Colorado State Bank and Trust September 2008 - January 2010
BlueDot Financial, Inc. November 2007 - August 2008
Bear Stearns February 2005 - October 2007
EMC Mortgage Corporation 2005 - 2007
Wells Fargo Home Mortgage July 2003 - February 2005
Aurora Loan Services January 1998 - July 2003
Lehman Brothers 1998 - 2003
Crossland Mortgage Corp June 1997 - January 1998
Harbourton Mortgage Co., LP October 1995 - June 1997
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Underwriting, FHA, Leadership, Banking, Finance, Loans, Commercial Lending, Financial Services, Risk Management, Credit Analysis, Management, Credit, Mortgage Servicing, USDA, Residential Mortgages, Refinance, Investment Properties, Real Estate, Loan Servicing, Executive Management, Commercial Mortgages, Real Estate Financing, Mortgage Underwriting, Portfolio Management, Sales Management
Education
California State University-Sacramento 1990 — 1994
Bachelor of Science (BS), Finance
American River College 1982 — 1984
Rio Americano High School 1979 — 1982
Rabindra Shrestha Rabindra Shrestha's Bear Stearns Experience June 2007 - August 2007
Job MBA candidate at The Wharton School
Industry Hospitality
Experience
N.E. Group August 2010 - Present
Citi July 2008 - July 2010
Bear Stearns June 2007 - August 2007
Unilever June 2006 - August 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Stanford University 2004 — 2008
B.A., Economics
Winchester College 2002 — 2004
A-Levels
N.E. Group August 2010 - Present
Citi July 2008 - July 2010
Bear Stearns June 2007 - August 2007
Unilever June 2006 - August 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Stanford University 2004 — 2008
B.A., Economics
Winchester College 2002 — 2004
A-Levels
Patrick Verdi Patrick Verdi's Bear Stearns Experience September 1996 - September 1997
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2006 - Present
BNP Paribas February 2004 - June 2006
Lehman Brothers September 1997 - February 2004
Bear Stearns September 1996 - September 1997
Tucker Anthony February 1994 - September 1996
FGIC June 1988 - February 1994
Education
Adelphi University 1992 — 1996
MBA, Finance
Dowling College 1984 — 1988
BBA, Accounting
New York University
New York University
Bank of America Merrill Lynch June 2006 - Present
BNP Paribas February 2004 - June 2006
Lehman Brothers September 1997 - February 2004
Bear Stearns September 1996 - September 1997
Tucker Anthony February 1994 - September 1996
FGIC June 1988 - February 1994
Education
Adelphi University 1992 — 1996
MBA, Finance
Dowling College 1984 — 1988
BBA, Accounting
New York University
New York University
Nora Clifford's Bear Stearns Experience January 1996 - January 1998
Job Sourcer/Talent Acquisition
Industry Luxury Goods & Jewelry
Experience
ASH + AMES April 2015 - Present
Beautycounter August 2013 - April 2015
State Street November 2011 - May 2013
Pulse Trading September 2002 - March 2012
Deutsche Bank April 1998 - February 2001
Bear Stearns January 1996 - January 1998
Skills
Securities, Equities, Equity Trading, Bloomberg, Certified Divorce..., Electronic Trading, Investments, Series 63, Hedge Funds, Sales, Trading Systems, Social Selling, ETFs, Alternative Investments, Asset Management, Trading, Series 7, Options, FINRA, series 24, series 55
Education
Arizona State University
Bachelor of Arts (BA), Communications
Columbia College Chicago
Radio and Television
ASH + AMES April 2015 - Present
Beautycounter August 2013 - April 2015
State Street November 2011 - May 2013
Pulse Trading September 2002 - March 2012
Deutsche Bank April 1998 - February 2001
Bear Stearns January 1996 - January 1998
Skills
Securities, Equities, Equity Trading, Bloomberg, Certified Divorce..., Electronic Trading, Investments, Series 63, Hedge Funds, Sales, Trading Systems, Social Selling, ETFs, Alternative Investments, Asset Management, Trading, Series 7, Options, FINRA, series 24, series 55
Education
Arizona State University
Bachelor of Arts (BA), Communications
Columbia College Chicago
Radio and Television
Hans Menos Hans Menos's Bear Stearns Experience November 1982 - March 2008
Job VP MBS operation at BNY Mellon
Industry Investment Banking
Experience
Bny Mellon March 2008 - Present
Bear Stearns November 1982 - March 2008
Skills
Bloomberg, Fixed Income, Hedge Funds, Derivatives, Bonds, Trading, Financial Markets, Capital Markets, Portfolio Management, Investments, Financial Risk, Options, FX Options, Investment Banking, Back Office, Risk Management, Equities, Corporate Actions, Middle Office, Securities, Settlement, Structured Products, Global Custody, Account Reconciliation, Prime Brokerage, MBS, Credit Derivatives, Trading Systems, Securities Lending, Alternative Investments, Collateral Management, Mutual Funds, CDS, Financial Services, Electronic Trading, ABS, Equity Trading, DTC, Series 7, Relationship Management, Asset Allocation, Swaps, Emerging Markets, Credit Risk, Operational Risk..., Cash Management, Banking, Financial Modeling, Credit, Equity Derivatives
Education
New York Institute of Finance 1986 — 1987
Margin and Investment Banking Program
Adelphi University 1975 — 1978
Bny Mellon March 2008 - Present
Bear Stearns November 1982 - March 2008
Skills
Bloomberg, Fixed Income, Hedge Funds, Derivatives, Bonds, Trading, Financial Markets, Capital Markets, Portfolio Management, Investments, Financial Risk, Options, FX Options, Investment Banking, Back Office, Risk Management, Equities, Corporate Actions, Middle Office, Securities, Settlement, Structured Products, Global Custody, Account Reconciliation, Prime Brokerage, MBS, Credit Derivatives, Trading Systems, Securities Lending, Alternative Investments, Collateral Management, Mutual Funds, CDS, Financial Services, Electronic Trading, ABS, Equity Trading, DTC, Series 7, Relationship Management, Asset Allocation, Swaps, Emerging Markets, Credit Risk, Operational Risk..., Cash Management, Banking, Financial Modeling, Credit, Equity Derivatives
Education
New York Institute of Finance 1986 — 1987
Margin and Investment Banking Program
Adelphi University 1975 — 1978
Jules Viant Jules Viant's Bear Stearns Experience May 2007 - June 2008
Job Senior Business Application Analyst "Focusing on Financial Technologies of tomorrow"
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2014 - Present
Scotiabank June 2014 - July 2014
Credit Agricole October 2013 - March 2014
Wells Fargo April 2013 - October 2013
ICAP August 2008 - December 2012
Chase June 2008 - August 2008
Bear Stearns May 2007 - June 2008
ION Trading February 2002 - May 2007
Deutsche Bank October 2000 - October 2001
Instinet Corporation June 1998 - October 2000
Skills
Fixed Income, Trading, Trading Systems, Sybase, Integration, Foreign Exchange, Investment Banking, Disaster Recovery, MarketView MMI, Unix, Order Management, Business Analysis, Trading systems analysis, Customer Onboarding, FX Options, WAN, Data Center, Cisco Technologies, Financial Markets, ION Trading Systems, FX Spot, FIX protocol, XML Schema, Production Support, Windows Server, FX trading, IT Strategy, Incident Management, SDLC, ITIL, Change Management, Problem Management, Project Planning, Project Delivery, Project Management, Software Installation, Software Documentation, Software Project..., Linux, Bloomberg, eSpeed, Brokertec, Interest Rate..., Electronic Trading, Market Data, Networking, Requirements Analysis, Vendor Management
Education
Anthem Institute-Jersey City 1997 — 1999
Computer Science
DeVry Institute of Technology 1994 — 1996
Telecommunications Managment
Morgan Stanley Private Wealth Management September 2014 - Present
Scotiabank June 2014 - July 2014
Credit Agricole October 2013 - March 2014
Wells Fargo April 2013 - October 2013
ICAP August 2008 - December 2012
Chase June 2008 - August 2008
Bear Stearns May 2007 - June 2008
ION Trading February 2002 - May 2007
Deutsche Bank October 2000 - October 2001
Instinet Corporation June 1998 - October 2000
Skills
Fixed Income, Trading, Trading Systems, Sybase, Integration, Foreign Exchange, Investment Banking, Disaster Recovery, MarketView MMI, Unix, Order Management, Business Analysis, Trading systems analysis, Customer Onboarding, FX Options, WAN, Data Center, Cisco Technologies, Financial Markets, ION Trading Systems, FX Spot, FIX protocol, XML Schema, Production Support, Windows Server, FX trading, IT Strategy, Incident Management, SDLC, ITIL, Change Management, Problem Management, Project Planning, Project Delivery, Project Management, Software Installation, Software Documentation, Software Project..., Linux, Bloomberg, eSpeed, Brokertec, Interest Rate..., Electronic Trading, Market Data, Networking, Requirements Analysis, Vendor Management
Education
Anthem Institute-Jersey City 1997 — 1999
Computer Science
DeVry Institute of Technology 1994 — 1996
Telecommunications Managment
Mylinh Nightengale Mylinh Nightengale's Bear Stearns Experience August 1999 - April 2005
Job
Industry Internet
Experience
Cennos, Inc. May 2014 - Present
Bear Stearns August 1999 - April 2005
Bank of America April 1998 - August 1999
Citi August 1997 - March 1998
Citi April 1997 - August 1997
Citi August 1993 - March 1997
Skills
Investments, Portfolio Management, Trading, Banking, Series 7, Finance, Loans, Series 63, Training, Prime Brokerage, Back Office, Financial Services, Hedge Funds, Equities, Investment Banking, Trading Systems, Asset Management, Fixed Income
Education
Arizona State University
Bachelor's Degree
Cennos, Inc. May 2014 - Present
Bear Stearns August 1999 - April 2005
Bank of America April 1998 - August 1999
Citi August 1997 - March 1998
Citi April 1997 - August 1997
Citi August 1993 - March 1997
Skills
Investments, Portfolio Management, Trading, Banking, Series 7, Finance, Loans, Series 63, Training, Prime Brokerage, Back Office, Financial Services, Hedge Funds, Equities, Investment Banking, Trading Systems, Asset Management, Fixed Income
Education
Arizona State University
Bachelor's Degree
Duncan Thomas's Bear Stearns Experience November 2000 - October 2007
Job Director at Amware Logistics Services
Industry Logistics and Supply Chain
Experience
Amware Fulfillment May 2012 - Present
BG Strategic Advisors May 2011 - May 2012
Anton Maix Fabrics LLC January 2010 - May 2011
Ladenburg Thalmann February 2009 - November 2009
Credit Suisse October 2007 - January 2009
Bear Stearns November 2000 - October 2007
Skills
Valuation, Investment Banking, Analysis, Strategy, Management, Equity Research, Warehousing, Supply Chain, Investments, Logistics, Equities, Transportation, Leadership, Mergers & Acquisitions, 3PL
Education
Babson 1992 — 1996
Finance / Investments
Babson College 1992 — 1996
Finance/Investments and Economics
Amware Fulfillment May 2012 - Present
BG Strategic Advisors May 2011 - May 2012
Anton Maix Fabrics LLC January 2010 - May 2011
Ladenburg Thalmann February 2009 - November 2009
Credit Suisse October 2007 - January 2009
Bear Stearns November 2000 - October 2007
Skills
Valuation, Investment Banking, Analysis, Strategy, Management, Equity Research, Warehousing, Supply Chain, Investments, Logistics, Equities, Transportation, Leadership, Mergers & Acquisitions, 3PL
Education
Babson 1992 — 1996
Finance / Investments
Babson College 1992 — 1996
Finance/Investments and Economics
David Kelman David Kelman's Bear Stearns Experience 1993 - 1995
Job Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors February 2015 - Present
Next Capital Management LLC June 2009 - February 2015
Yoga Sutra 2003 - 2009
Bank of America Merrill Lynch 2001 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2002
Robert Fleming 1995 - 1996
Bear Stearns 1993 - 1995
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Babson College 1989 — 1993
BS, cum laude, Finance
National Outdoor Leadership School (NOLS) 1992 — 1992
Brooks Range Wilderness Expedition, Gates of the Arctic National Park, Alaska
Outward Bound - Pacfic Crest Outward Bound School 1989 — 1989
Rock climbing, navigation, desert survival
Cranbrook Kingswood School 1985 — 1989
High School
Convergent Wealth Advisors February 2015 - Present
Next Capital Management LLC June 2009 - February 2015
Yoga Sutra 2003 - 2009
Bank of America Merrill Lynch 2001 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2002
Robert Fleming 1995 - 1996
Bear Stearns 1993 - 1995
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Babson College 1989 — 1993
BS, cum laude, Finance
National Outdoor Leadership School (NOLS) 1992 — 1992
Brooks Range Wilderness Expedition, Gates of the Arctic National Park, Alaska
Outward Bound - Pacfic Crest Outward Bound School 1989 — 1989
Rock climbing, navigation, desert survival
Cranbrook Kingswood School 1985 — 1989
High School
Kendra Bernstein Kendra Bernstein's Bear Stearns Experience 2005 - 2007
Job
Industry Apparel & Fashion
Experience
Gap Inc./Banana Republic 2007 - 2014
Bear Stearns 2005 - 2007
Ford Models 2002 - 2005
Deloitte & Touche 2001 - 2002
Skills
Project Management, Financial Analysis, Research, Product Development
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2005
MBA
Handelshøjskolen i Århus / Aarhus School of Business 2005 — 2005
International Business
Instituto de Empresa 2004 — 2004
International Business
University of Michigan 1996 — 2000
BSE
Gap Inc./Banana Republic 2007 - 2014
Bear Stearns 2005 - 2007
Ford Models 2002 - 2005
Deloitte & Touche 2001 - 2002
Skills
Project Management, Financial Analysis, Research, Product Development
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2005
MBA
Handelshøjskolen i Århus / Aarhus School of Business 2005 — 2005
International Business
Instituto de Empresa 2004 — 2004
International Business
University of Michigan 1996 — 2000
BSE
DonnaLyn Giegerich MBA CIC RYT DonnaLyn Giegerich MBA CIC RYT's Bear Stearns Experience June 1985 - June 1987
Job Leadership Keynoter, Resiliency Expert, Author, Trainer, Entrepreneur, Adj Prfsr, Featured on NBC & News12
Industry Financial Services
Experience
DonnaLyn Giegerich Consulting January 2009 - Present
Kick Cancer Overboard January 2008 - Present
Couch Braunsdorf Insurance Group April 1999 - Present
Heritage Benefits Group LLC January 1994 - Present
Brookdale Community College January 1994 - Present
S.O. Heritage Assoc Inc June 1987 - April 1999
Bear Stearns June 1985 - June 1987
IBM January 1983 - June 1985
Skills
Professional..., Executive Coaching, Business Networking, Conference Speaking, Public Speaking, Social Networking, Insurance, Entrepreneurship, Social Media, Leadership, Integrated Marketing, Sales, Strategy, Marketing Strategy, New Business Development, Fundraising, Marketing, Small Business, Time Management, Social Media Marketing, Customer Service, Public Relations, Management, Coaching, Strategic Planning, Sales Management, Training, Business Development, Nonprofits, Risk Management, Management Consulting, Consulting, Start-ups, Account Management, Employee Benefits, Commercial Insurance, B2B, Project Management, Disability Insurance, Finance, Interviews, Life Insurance, Motivational Speaking, Networking, Real Estate, Property & Casualty..., Project Planning, Underwriting, Workers Compensation
Education
Cornell University
Executive Leadership Certificates
Monmouth University 1989 — 1992
MBA, Finance
The National Alliance for Insurance Education & Research 1989 — 1991
Certified Insurance Counselor
Albright College 1981 — 1985
BS, Business Administration
Red Bank Catholic
DonnaLyn Giegerich Consulting January 2009 - Present
Kick Cancer Overboard January 2008 - Present
Couch Braunsdorf Insurance Group April 1999 - Present
Heritage Benefits Group LLC January 1994 - Present
Brookdale Community College January 1994 - Present
S.O. Heritage Assoc Inc June 1987 - April 1999
Bear Stearns June 1985 - June 1987
IBM January 1983 - June 1985
Skills
Professional..., Executive Coaching, Business Networking, Conference Speaking, Public Speaking, Social Networking, Insurance, Entrepreneurship, Social Media, Leadership, Integrated Marketing, Sales, Strategy, Marketing Strategy, New Business Development, Fundraising, Marketing, Small Business, Time Management, Social Media Marketing, Customer Service, Public Relations, Management, Coaching, Strategic Planning, Sales Management, Training, Business Development, Nonprofits, Risk Management, Management Consulting, Consulting, Start-ups, Account Management, Employee Benefits, Commercial Insurance, B2B, Project Management, Disability Insurance, Finance, Interviews, Life Insurance, Motivational Speaking, Networking, Real Estate, Property & Casualty..., Project Planning, Underwriting, Workers Compensation
Education
Cornell University
Executive Leadership Certificates
Monmouth University 1989 — 1992
MBA, Finance
The National Alliance for Insurance Education & Research 1989 — 1991
Certified Insurance Counselor
Albright College 1981 — 1985
BS, Business Administration
Red Bank Catholic
Christopher Lindh's Bear Stearns Experience March 2006 - June 2007
Job Capital Markets Professional
Industry Capital Markets
Experience
GEMINI CAPITAL MANAGEMENT, LLC October 2007 - Present
BEAR, STEARNS & CO. INC June 2007 - August 2008
Bear Stearns March 2006 - June 2007
CITIGROUP ASSET MANAGEMENT / LEGG MASON December 2005 - March 2006
ExSell! June 2004 - March 2006
Skills
Equities, Securities, Capital Markets, Trading, Valuation
Education
Babson College 2001 — 2005
Bachelor of Science (BS), Finance, General
Babson College 2001 — 2005
Bachelor of Science, Business Management; Finance
GEMINI CAPITAL MANAGEMENT, LLC October 2007 - Present
BEAR, STEARNS & CO. INC June 2007 - August 2008
Bear Stearns March 2006 - June 2007
CITIGROUP ASSET MANAGEMENT / LEGG MASON December 2005 - March 2006
ExSell! June 2004 - March 2006
Skills
Equities, Securities, Capital Markets, Trading, Valuation
Education
Babson College 2001 — 2005
Bachelor of Science (BS), Finance, General
Babson College 2001 — 2005
Bachelor of Science, Business Management; Finance
Marc Cabrera's Bear Stearns Experience April 1994 - June 1998
Job Group Head at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. June 2013 - Present
Morgan Joseph October 2004 - June 2013
Pinnacle Partners, Inc. June 1998 - September 2003
Bear Stearns April 1994 - June 1998
Smith Barney June 1988 - April 1994
Skills
Alternative Investments, Equity Valuation, Financial Advisory, Financial Analysis, Financial Structuring, IPO, Investment Banking, Mergers, Mergers, Private Equity, Strategic Planning, Valuation, Bonds, Credit Analysis, Debt Restructuring, Financial Markets, Financial Modeling, Investment Strategies, Investments, Portfolio Management, Private Placements, Restructuring, Securities, Strategic Financial..., Strategy
Education
Babson College 1984 — 1987
Bachelor of Science, Finance, Investments
Oppenheimer & Co. June 2013 - Present
Morgan Joseph October 2004 - June 2013
Pinnacle Partners, Inc. June 1998 - September 2003
Bear Stearns April 1994 - June 1998
Smith Barney June 1988 - April 1994
Skills
Alternative Investments, Equity Valuation, Financial Advisory, Financial Analysis, Financial Structuring, IPO, Investment Banking, Mergers, Mergers, Private Equity, Strategic Planning, Valuation, Bonds, Credit Analysis, Debt Restructuring, Financial Markets, Financial Modeling, Investment Strategies, Investments, Portfolio Management, Private Placements, Restructuring, Securities, Strategic Financial..., Strategy
Education
Babson College 1984 — 1987
Bachelor of Science, Finance, Investments
Kelley Millet Kelley Millet's Bear Stearns Experience February 2001 - January 2006
Job CEO Banca IMI Securities
Industry Capital Markets
Experience
ITG August 2014 - Present
Banca IMI Securities January 2014 - Present
The Mutual Fund Store January 2013 - Present
Pierpont Securities September 2012 - Present
The Mutual Fund Store January 2013 - January 2013
Cortview Capital Holdings Inc July 2011 - September 2012
MarketAxess September 2006 - July 2011
Bear Stearns February 2001 - January 2006
JP Morgan July 1982 - February 2001
Skills
Investment Banking, Structured Finance, Trading, Credit, Restructuring, Hedge Funds, Bonds, Derivatives, Electronic Trading, Securities, Real Estate, Bloomberg, Asset Management, Securities Lending, Strategy, Capital Markets
Education
Amherst College 1978 — 1982
BA, Economics
ITG August 2014 - Present
Banca IMI Securities January 2014 - Present
The Mutual Fund Store January 2013 - Present
Pierpont Securities September 2012 - Present
The Mutual Fund Store January 2013 - January 2013
Cortview Capital Holdings Inc July 2011 - September 2012
MarketAxess September 2006 - July 2011
Bear Stearns February 2001 - January 2006
JP Morgan July 1982 - February 2001
Skills
Investment Banking, Structured Finance, Trading, Credit, Restructuring, Hedge Funds, Bonds, Derivatives, Electronic Trading, Securities, Real Estate, Bloomberg, Asset Management, Securities Lending, Strategy, Capital Markets
Education
Amherst College 1978 — 1982
BA, Economics
Michael Tsafas Michael Tsafas's Bear Stearns Experience March 2007 - February 2008
Job Sr. Architect, Consultant at Yablon Consulting
Industry Financial Services
Experience
Yablon Consulting October 2012 - Present
Jefferies & Company June 2009 - October 2012
Fidessa February 2008 - June 2009
Bear Stearns March 2007 - February 2008
NASDAQ April 2001 - March 2007
Instinet April 2000 - April 2001
Prudential Securities 1985 - 2000
American Banker/The Bond Buyer 1983 - 1985
SDPS November 1979 - March 1983
Binary Data Systems November 1976 - August 1979
Skills
Equities, Trading Systems, Electronic Trading, Capital Markets, Investments, Fixed Income, Bloomberg, Prime Brokerage, Equity Trading, Market Data, Equity Derivatives, Trading, Low Latency, Hedge Funds, Options, Investment Banking, Series 7, Financial Services, Risk Management, Derivatives, Series 24, Financial Markets, Fidessa, Series 63, Securities, Exchange Connectivity, High Frequency Trading, Proprietary Trading, Market Risk, Management, Business Analysis
Education
SUNY Empire State College
Strategic Application of Technology in Finance
Webb Institute 1975 — 1979
Naval Architecture
Yablon Consulting October 2012 - Present
Jefferies & Company June 2009 - October 2012
Fidessa February 2008 - June 2009
Bear Stearns March 2007 - February 2008
NASDAQ April 2001 - March 2007
Instinet April 2000 - April 2001
Prudential Securities 1985 - 2000
American Banker/The Bond Buyer 1983 - 1985
SDPS November 1979 - March 1983
Binary Data Systems November 1976 - August 1979
Skills
Equities, Trading Systems, Electronic Trading, Capital Markets, Investments, Fixed Income, Bloomberg, Prime Brokerage, Equity Trading, Market Data, Equity Derivatives, Trading, Low Latency, Hedge Funds, Options, Investment Banking, Series 7, Financial Services, Risk Management, Derivatives, Series 24, Financial Markets, Fidessa, Series 63, Securities, Exchange Connectivity, High Frequency Trading, Proprietary Trading, Market Risk, Management, Business Analysis
Education
SUNY Empire State College
Strategic Application of Technology in Finance
Webb Institute 1975 — 1979
Naval Architecture
Keith Melanson's Bear Stearns Experience July 1993 - March 2008
Job Director at Credit Suisse private bank
Industry Investment Banking
Experience
Credit Suisse private bank April 2011 - Present
J.P. Morgan March 2008 - April 2011
Bear Stearns July 1993 - March 2008
Griffin, Kubik, Stephens & Thompson May 1988 - July 1993
Skills
Fixed Income, Investment Banking, Strategic Planning
Education
Babson College 1982 — 1986
Bachelor of science, finance and investments
Credit Suisse private bank April 2011 - Present
J.P. Morgan March 2008 - April 2011
Bear Stearns July 1993 - March 2008
Griffin, Kubik, Stephens & Thompson May 1988 - July 1993
Skills
Fixed Income, Investment Banking, Strategic Planning
Education
Babson College 1982 — 1986
Bachelor of science, finance and investments
Ayman El-Sawa Ayman El-Sawa's Bear Stearns Experience October 1999 - February 2001
Job OffSite Backup Solution provider & expert
Industry Information Technology and Services
Experience
Blue Stone Backup February 2008 - Present
Western Union October 2006 - February 2008
United Way July 2005 - July 2006
Sawa Food (Family Business) January 2004 - June 2005
Bank of America February 2001 - January 2004
BEAR STEARNS October 1999 - February 2001
INFORMATION PLUS October 1997 - October 1999
AT&T December 1997 - December 1998
AMERICAN INTERNATIONAL GROUP (AIG) February 1997 - November 1997
Skills
Backup, Off-Site Backup Expert, Project Management, Offsite Backup, CRM, Change Management, Cross-functional Team..., IT Management, SDLC, Disaster Recovery, Data Center, Strategic Planning, Crystal Reports, SQL, MS Project, Management, Troubleshooting, Leadership, Enterprise Architecture, Vendor Management, Windows, Business Analysis, TCP/IP, Budgets, Outsourcing, Technical Support, Start-ups, Process Improvement, Networking, Integration, IT Strategy, Strategy, Consulting, Hardware, Enterprise Software, Executive Management, Business Intelligence, E-commerce, Training, Project Portfolio..., Cloud Computing, Analysis, Business Process, Management Consulting, Program Management, Testing, Professional Services, Strategic Partnerships, Business Process..., Entrepreneurship
Education
Rutgers University – Camden 2004 — 2004
Rutgers Certificate, Project Management Professional (PMP)
Fleet National Bank 2003 — 2003
Certificate,, Technical Project Management II
BEAR STEARNS 2000 — 2000
Certificate, Updating Support Skills from Windows NT 4.0 to Windows 2000
TEKSOLV COMPUTER TECHNICAL SCHOOL 1999 — 1999
Certificate, Client/Server Technology (MCSE + VB)
Ain Shams University 1983 — 1988
Accounting
Blue Stone Backup February 2008 - Present
Western Union October 2006 - February 2008
United Way July 2005 - July 2006
Sawa Food (Family Business) January 2004 - June 2005
Bank of America February 2001 - January 2004
BEAR STEARNS October 1999 - February 2001
INFORMATION PLUS October 1997 - October 1999
AT&T December 1997 - December 1998
AMERICAN INTERNATIONAL GROUP (AIG) February 1997 - November 1997
Skills
Backup, Off-Site Backup Expert, Project Management, Offsite Backup, CRM, Change Management, Cross-functional Team..., IT Management, SDLC, Disaster Recovery, Data Center, Strategic Planning, Crystal Reports, SQL, MS Project, Management, Troubleshooting, Leadership, Enterprise Architecture, Vendor Management, Windows, Business Analysis, TCP/IP, Budgets, Outsourcing, Technical Support, Start-ups, Process Improvement, Networking, Integration, IT Strategy, Strategy, Consulting, Hardware, Enterprise Software, Executive Management, Business Intelligence, E-commerce, Training, Project Portfolio..., Cloud Computing, Analysis, Business Process, Management Consulting, Program Management, Testing, Professional Services, Strategic Partnerships, Business Process..., Entrepreneurship
Education
Rutgers University – Camden 2004 — 2004
Rutgers Certificate, Project Management Professional (PMP)
Fleet National Bank 2003 — 2003
Certificate,, Technical Project Management II
BEAR STEARNS 2000 — 2000
Certificate, Updating Support Skills from Windows NT 4.0 to Windows 2000
TEKSOLV COMPUTER TECHNICAL SCHOOL 1999 — 1999
Certificate, Client/Server Technology (MCSE + VB)
Ain Shams University 1983 — 1988
Accounting
Belinda McGrew Belinda McGrew's Bear Stearns Experience March 2001 - June 2006
Job Administrative Assistant at The Art Institute of Phoenix
Industry Banking
Experience
The Art Institute of Phoenix April 2013 - Present
Republic Services, Inc March 2010 - November 2012
Deloitte March 2008 - May 2009
Bear Stearns Residential Mortgage October 2006 - March 2008
Bear Stearns March 2001 - June 2006
Citigroup - SalomonSmithBarney October 1999 - March 2001
Skills
Microsoft Excel, Microsoft Word, Lawson HRIS, Ariba, Serengeti, Microsoft Outlook, Microsoft PowerPoint, Outlook, PowerPoint, Financial Analysis
Education
Arizona State University 1994 — 1997
Bachelor of the Arts, Sociology
Arizona State University Tempe Arizona
Bachelor's degree, Sociology
The Art Institute of Phoenix April 2013 - Present
Republic Services, Inc March 2010 - November 2012
Deloitte March 2008 - May 2009
Bear Stearns Residential Mortgage October 2006 - March 2008
Bear Stearns March 2001 - June 2006
Citigroup - SalomonSmithBarney October 1999 - March 2001
Skills
Microsoft Excel, Microsoft Word, Lawson HRIS, Ariba, Serengeti, Microsoft Outlook, Microsoft PowerPoint, Outlook, PowerPoint, Financial Analysis
Education
Arizona State University 1994 — 1997
Bachelor of the Arts, Sociology
Arizona State University Tempe Arizona
Bachelor's degree, Sociology
Bruce Daniels's Bear Stearns Experience 2004 - 2005
Job CoFounder West 4th Capital
Industry Investment Management
Experience
West 4th Capital Ltda January 2008 - Present
Capital Atlantico 2006 - 2007
Merrill Lynch 2005 - 2006
Bear Stearns 2004 - 2005
Arthur Andersen Business Consulting May 1999 - May 2002
US Army March 1993 - March 2001
Skills
Investment Banking, Asset Management, Investments, Real Estate Development, Origination, Private Equity, Emerging Markets, Valuation, Asset Managment, Real Estate, Finance, Structured Finance, Banking, Loan Origination, Investment Advisory, Portfolio Management, Investment Management, Capital Markets, Financial Structuring, Commercial Real Estate, Financial Modeling, Due Diligence, Mergers & Acquisitions, Corporate Finance, Negotiation, Project Finance, Due diligence
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
University of Georgia - Terry College of Business 1996 — 1999
Bachelor's Degree
Auburn University 1994 — 1996
West 4th Capital Ltda January 2008 - Present
Capital Atlantico 2006 - 2007
Merrill Lynch 2005 - 2006
Bear Stearns 2004 - 2005
Arthur Andersen Business Consulting May 1999 - May 2002
US Army March 1993 - March 2001
Skills
Investment Banking, Asset Management, Investments, Real Estate Development, Origination, Private Equity, Emerging Markets, Valuation, Asset Managment, Real Estate, Finance, Structured Finance, Banking, Loan Origination, Investment Advisory, Portfolio Management, Investment Management, Capital Markets, Financial Structuring, Commercial Real Estate, Financial Modeling, Due Diligence, Mergers & Acquisitions, Corporate Finance, Negotiation, Project Finance, Due diligence
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
University of Georgia - Terry College of Business 1996 — 1999
Bachelor's Degree
Auburn University 1994 — 1996
Anthony Lombardi Anthony Lombardi's Bear Stearns Experience April 2001 - April 2004
Job Associate Partner at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt June 2013 - Present
Wilshire Associates March 2012 - June 2013
HedgeMark International, LLC January 2010 - March 2012
Rose & Sky Investments AG (Switzerland) May 2009 - January 2010
Man Investments April 2004 - May 2009
Bear Stearns April 2001 - April 2004
Skills
Operational Due..., Hedge Funds, Counterparty Risk, Hedge Fund Operations, Onboarding, Relationship Management, Prime Brokerage, Alternative Investments
Education
The University of Chicago
Bachelor of Arts (B.A.), Linguistics
Thomas Jefferson School of Law
Master of Laws (LL.M.), Risk and Compliance
American Military University
Master's Degree, Strategic Intelligence
Aon Hewitt June 2013 - Present
Wilshire Associates March 2012 - June 2013
HedgeMark International, LLC January 2010 - March 2012
Rose & Sky Investments AG (Switzerland) May 2009 - January 2010
Man Investments April 2004 - May 2009
Bear Stearns April 2001 - April 2004
Skills
Operational Due..., Hedge Funds, Counterparty Risk, Hedge Fund Operations, Onboarding, Relationship Management, Prime Brokerage, Alternative Investments
Education
The University of Chicago
Bachelor of Arts (B.A.), Linguistics
Thomas Jefferson School of Law
Master of Laws (LL.M.), Risk and Compliance
American Military University
Master's Degree, Strategic Intelligence
Irma MacFarlane's Bear Stearns Experience 2005 - 2006
Job
Industry Financial Services
Experience
Prudential Financial January 2015 - Present
GE Capital January 2007 - January 2013
Church Tavern Advisors September 2006 - December 2006
Bear Stearns 2005 - 2006
American Media 2000 - 2005
Skills
Financial Risk, Risk Management, Fixed Income, Credit Risk, Financial Modeling, Derivatives, Portfolio Management, Risk Analytics, Credit, Credit Analysis, Capital Markets, Financial Services, Operational Risk, Financial Analysis, Market Risk, Basel II, Basel III
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2006
Master of Science
Bachelor of Science
Prudential Financial January 2015 - Present
GE Capital January 2007 - January 2013
Church Tavern Advisors September 2006 - December 2006
Bear Stearns 2005 - 2006
American Media 2000 - 2005
Skills
Financial Risk, Risk Management, Fixed Income, Credit Risk, Financial Modeling, Derivatives, Portfolio Management, Risk Analytics, Credit, Credit Analysis, Capital Markets, Financial Services, Operational Risk, Financial Analysis, Market Risk, Basel II, Basel III
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2006
Master of Science
Bachelor of Science
Jason Wernick's Bear Stearns Experience March 2007 - June 2008
Job
Industry Staffing and Recruiting
Experience
JPMorgan Chase February 2013 - Present
JPMorgan Chase June 2008 - Present
Bear Stearns March 2007 - June 2008
Atos Origin December 2003 - March 2007
Kforce Professional Staffing November 1998 - October 2003
Skills
Recruiting, Applicant Tracking..., Networking, Team Management, Organization, Process Improvement, Creative Problem Solving, Collaboration, Strategic Thinking, Time Management, Relationship Management, IT Risk Recruiting, Technical Recruiting, Talent Acquisition, Financial Services, Management, Information Technology, Hiring, Project Management, SDLC, Internet Recruiting
Education
Arizona State University 1991 — 1995
BA
JPMorgan Chase February 2013 - Present
JPMorgan Chase June 2008 - Present
Bear Stearns March 2007 - June 2008
Atos Origin December 2003 - March 2007
Kforce Professional Staffing November 1998 - October 2003
Skills
Recruiting, Applicant Tracking..., Networking, Team Management, Organization, Process Improvement, Creative Problem Solving, Collaboration, Strategic Thinking, Time Management, Relationship Management, IT Risk Recruiting, Technical Recruiting, Talent Acquisition, Financial Services, Management, Information Technology, Hiring, Project Management, SDLC, Internet Recruiting
Education
Arizona State University 1991 — 1995
BA
Mikhail Guralnik's Bear Stearns Experience May 2000 - July 2001
Job System Architecture/Develpment at Bank of New York Mellon
Industry Information Technology and Services
Experience
Bank of New York Mellon March 2008 - June 2014
United Care Group, LLC September 2007 - January 2008
British Telecom January 2005 - September 2007
NYSE July 2001 - December 2004
Bear Stearns May 2000 - July 2001
Philip Morris Capital Corp November 1999 - April 2000
Purdue Pharma May 1999 - November 1999
Thomson Financial (RAIG) September 1998 - May 1999
Enterprise Engineering, Inc. November 1997 - September 1998
The Chase Manhattan Bank August 1995 - October 1997
Skills
Trading Systems, SDLC, Business Analysis, Requirements Analysis, Enterprise Architecture, Software Development, Integration, Business Requirements, SQL, Agile Methodologies, IT Strategy, Software Project..., Requirements Gathering, Unix
Education
Polytechnic University, New York 1994 — 1997
CS, Computer Science
Polytechnic University, Ukraine 1990 — 1994
New York University - Polytechnic School of Engineering
Vinnic'kij Nacional'nij Tehnicnij Universitet
Bank of New York Mellon March 2008 - June 2014
United Care Group, LLC September 2007 - January 2008
British Telecom January 2005 - September 2007
NYSE July 2001 - December 2004
Bear Stearns May 2000 - July 2001
Philip Morris Capital Corp November 1999 - April 2000
Purdue Pharma May 1999 - November 1999
Thomson Financial (RAIG) September 1998 - May 1999
Enterprise Engineering, Inc. November 1997 - September 1998
The Chase Manhattan Bank August 1995 - October 1997
Skills
Trading Systems, SDLC, Business Analysis, Requirements Analysis, Enterprise Architecture, Software Development, Integration, Business Requirements, SQL, Agile Methodologies, IT Strategy, Software Project..., Requirements Gathering, Unix
Education
Polytechnic University, New York 1994 — 1997
CS, Computer Science
Polytechnic University, Ukraine 1990 — 1994
New York University - Polytechnic School of Engineering
Vinnic'kij Nacional'nij Tehnicnij Universitet
Craig Allen's Bear Stearns Experience 1987 - 1990
Job CoFounder & CFO of kountable, Inc.
Industry Investment Banking
Experience
Kountable July 2013 - Present
Delphi Analytics, LLC April 2008 - Present
Delphi Trade, Inc. February 2008 - Present
Delphi Structured Finance Corp. 1992 - Present
Inspire AF June 2008 - February 2012
Brigham Young University-Hawaii January 2003 - 2008
BYU-Hawaii 2003 - 2008
Export Trade Ltd. 1994 - 2002
Aegis 1990 - 1995
Bear Stearns 1987 - 1990
Skills
Business Strategy, Investment Banking, Trade Finance, Private Equity, Fixed Income, Structuring, Structured Finance, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Emerging Markets, Trading, Strategy, Business Planning, Financial Structuring, Finance, Analytics, Management Consulting, Restructuring, FX Options, Entrepreneurship, Investor Relations, Business Development, Due Diligence, Corporate Development, Start-ups, Mergers & Acquisitions, ABS, Management, Analysis, Asset Management, Leadership, Portfolio Management, Financial Analysis, Credit, Financial Services, Risk Management, Derivatives, Venture Capital, Investments, Securitization
Education
Arizona State University 1977 — 1982
Ph.D., Decision Making Under Uncertainty
Arizona State University 1978 — 1981
M.A., Mathematics (Probability, Statistics, Operations Research)
Arizona State University 1977 — 1980
M.S., Animal Behavior
Brigham Young University 1971 — 1977
B.S., Psychology, minor Spanish
Brigham Young University - Hawaii
Kountable July 2013 - Present
Delphi Analytics, LLC April 2008 - Present
Delphi Trade, Inc. February 2008 - Present
Delphi Structured Finance Corp. 1992 - Present
Inspire AF June 2008 - February 2012
Brigham Young University-Hawaii January 2003 - 2008
BYU-Hawaii 2003 - 2008
Export Trade Ltd. 1994 - 2002
Aegis 1990 - 1995
Bear Stearns 1987 - 1990
Skills
Business Strategy, Investment Banking, Trade Finance, Private Equity, Fixed Income, Structuring, Structured Finance, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Emerging Markets, Trading, Strategy, Business Planning, Financial Structuring, Finance, Analytics, Management Consulting, Restructuring, FX Options, Entrepreneurship, Investor Relations, Business Development, Due Diligence, Corporate Development, Start-ups, Mergers & Acquisitions, ABS, Management, Analysis, Asset Management, Leadership, Portfolio Management, Financial Analysis, Credit, Financial Services, Risk Management, Derivatives, Venture Capital, Investments, Securitization
Education
Arizona State University 1977 — 1982
Ph.D., Decision Making Under Uncertainty
Arizona State University 1978 — 1981
M.A., Mathematics (Probability, Statistics, Operations Research)
Arizona State University 1977 — 1980
M.S., Animal Behavior
Brigham Young University 1971 — 1977
B.S., Psychology, minor Spanish
Brigham Young University - Hawaii
Matt Yardeni's Bear Stearns Experience July 2006 - June 2008
Job Recruiting Director at Newsela
Industry Information Technology and Services
Experience
Newsela October 2015 - Present
Amplify Education, Inc. August 2012 - September 2015
mcgarrybowen March 2012 - August 2012
HNW December 2011 - February 2012
Bank of America / Merrill Lynch September 2009 - November 2011
The Working Dog March 2009 - September 2009
Razorfish June 2008 - March 2009
Bear Stearns July 2006 - June 2008
Intrasphere Technologies October 2005 - July 2006
HSBC Securities June 2004 - October 2005
Skills
Banking, Recruiting, Technical Recruiting, Mobile Technology, Digital Media, Taleo, Applicant Tracking..., Digital Marketing, Talent Acquisition, Digital Strategy, Android, Start-ups, Executive Search, Human Resources, CRM, Onboarding, Strategy, Financial Services, SDLC, Management, Internet Recruiting, Temporary Placement, Consulting, Sourcing
Education
American University - Kogod School of Business 1990 — 1994
B.S., Finance and International Business
Dobbs Ferry High School 1987 — 1990
Diploma
Newsela October 2015 - Present
Amplify Education, Inc. August 2012 - September 2015
mcgarrybowen March 2012 - August 2012
HNW December 2011 - February 2012
Bank of America / Merrill Lynch September 2009 - November 2011
The Working Dog March 2009 - September 2009
Razorfish June 2008 - March 2009
Bear Stearns July 2006 - June 2008
Intrasphere Technologies October 2005 - July 2006
HSBC Securities June 2004 - October 2005
Skills
Banking, Recruiting, Technical Recruiting, Mobile Technology, Digital Media, Taleo, Applicant Tracking..., Digital Marketing, Talent Acquisition, Digital Strategy, Android, Start-ups, Executive Search, Human Resources, CRM, Onboarding, Strategy, Financial Services, SDLC, Management, Internet Recruiting, Temporary Placement, Consulting, Sourcing
Education
American University - Kogod School of Business 1990 — 1994
B.S., Finance and International Business
Dobbs Ferry High School 1987 — 1990
Diploma
Nesta Ogunmuyiwa's Bear Stearns Experience August 1998 - January 2000
Job at ESPN/Disney
Industry Sports
Experience
ESPN(Disney) January 2012 - Present
ESPN October 2002 - December 2011
Bear Stearns August 1998 - January 2000
Skills
Broadcast, Vendor Management, Television, Disaster Recovery, Digital Media, VMware, Databases, New Media, Business Analysis, Broadcast Television
Education
Walden University 2014 — 2017
Doctor of Philosophy (Ph.D.), Management Information Systems, General, In Progress
New York University 2006 — 2008
MSC, Management of Technology
Federal University of Technology Minna 1986 — 1992
BSC, mathematics/computer science
ESPN(Disney) January 2012 - Present
ESPN October 2002 - December 2011
Bear Stearns August 1998 - January 2000
Skills
Broadcast, Vendor Management, Television, Disaster Recovery, Digital Media, VMware, Databases, New Media, Business Analysis, Broadcast Television
Education
Walden University 2014 — 2017
Doctor of Philosophy (Ph.D.), Management Information Systems, General, In Progress
New York University 2006 — 2008
MSC, Management of Technology
Federal University of Technology Minna 1986 — 1992
BSC, mathematics/computer science
Robert Pellechia's Bear Stearns Experience April 1987 - May 2008
Job Director Sales and Relationshp Management at BNP Paribas
Industry Financial Services
Experience
BNP Paribas September 2015 - Present
JP Morgan June 2008 - Present
Bear Stearns April 1987 - May 2008
Skills
Financial Services, Fixed Income, Management, Prime Brokerage, Securities, Investment Banking, Hedge Funds
Education
Adelphi University 1980 — 1988
BNP Paribas September 2015 - Present
JP Morgan June 2008 - Present
Bear Stearns April 1987 - May 2008
Skills
Financial Services, Fixed Income, Management, Prime Brokerage, Securities, Investment Banking, Hedge Funds
Education
Adelphi University 1980 — 1988
Lisa Hertz-Berk's Bear Stearns Experience 1991 - 1992
Job Associate Director, Field Operations
Industry Pharmaceuticals
Experience
Novartis May 2015 - Present
CMK Select January 2012 - May 2015
Carter McKenzie, Inc. June 2009 - July 2011
CGS Technology Associates 2011 - 2011
Alpha Consulting May 2007 - March 2010
Contech Systems May 2002 - March 2007
Prudential Financial 1996 - 2003
Ogden Services Corporation 1994 - 1996
Bear Stearns 1991 - 1992
Skills
Organizational..., Program Management, Employee Engagement, Business Process..., Process Improvement, Team Building, Organizational..., Social Media, ERP, Event Management, Business Transformation, Organizational Change, PMO, Visio, Internal Communications, Change Management
Education
American University 1988 — 1992
BA, Communications
Novartis May 2015 - Present
CMK Select January 2012 - May 2015
Carter McKenzie, Inc. June 2009 - July 2011
CGS Technology Associates 2011 - 2011
Alpha Consulting May 2007 - March 2010
Contech Systems May 2002 - March 2007
Prudential Financial 1996 - 2003
Ogden Services Corporation 1994 - 1996
Bear Stearns 1991 - 1992
Skills
Organizational..., Program Management, Employee Engagement, Business Process..., Process Improvement, Team Building, Organizational..., Social Media, ERP, Event Management, Business Transformation, Organizational Change, PMO, Visio, Internal Communications, Change Management
Education
American University 1988 — 1992
BA, Communications
Boris Shekhets's Bear Stearns Experience 1998 - 2002
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
The ProWorks Systems, Inc. 2002 - 2010
Proworks Systems, Inc. Group 2002 - 2010
Bear Stearns 1998 - 2002
Medco 1996 - 1998
UPS 1994 - 1996
UPS 1991 - 1996
Skills
SDLC, Syncsort, Xpediter, Visio, QMF, Fileaid, VSAM, Full SDLC, TSO, Crystal Reports, Systems Analysis, Easytrieve, Requirements Analysis, MVS, Data Modeling, SharePoint, Production Support, SQL, VBA, Data Warehousing, Software Project..., Testing, Integration, Vendor Management, Business Intelligence, Leadership, Agile Methodologies, Project Management, Business Analysis
Education
Igevsk Polytechnic University 1965 — 1971
Master's degree, Computer Science
71 High School 1960 — 1965
High school, Math
The ProWorks Systems, Inc. 2002 - 2010
Proworks Systems, Inc. Group 2002 - 2010
Bear Stearns 1998 - 2002
Medco 1996 - 1998
UPS 1994 - 1996
UPS 1991 - 1996
Skills
SDLC, Syncsort, Xpediter, Visio, QMF, Fileaid, VSAM, Full SDLC, TSO, Crystal Reports, Systems Analysis, Easytrieve, Requirements Analysis, MVS, Data Modeling, SharePoint, Production Support, SQL, VBA, Data Warehousing, Software Project..., Testing, Integration, Vendor Management, Business Intelligence, Leadership, Agile Methodologies, Project Management, Business Analysis
Education
Igevsk Polytechnic University 1965 — 1971
Master's degree, Computer Science
71 High School 1960 — 1965
High school, Math
David R Caruso's Bear Stearns Experience May 1989 - March 1991
Job Vice President Freedom National Bank
Industry Banking
Experience
Freedom National Bank May 2012 - Present
Citizens Bank April 2002 - April 2012
D R Wholesale June 1991 - March 2002
Bear Stearns May 1989 - March 1991
Skills
Cash Management, Foreign Exchange..., Small Business Lending, Banking, Commercial Banking, Portfolio Management, Credit Analysis, Mortgage Lending, Retail Banking, Refinance, Small Business, Commercial Lending, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Loan Origination, Credit, Underwriting, Mutual Funds, Financial Analysis, Loans, Wealth Management, Consumer Lending, Investments, Financial Services, Relationship Management, Strategic Financial...
Education
Babson College 2012 — 2013
Business School of Financial Studies
St. Myer & Hubbard 2010 — 2012
SalesForce.Com 2005 — 2012
Moody's Credit Training 2005 — 2006
Certificate, Comercial Lending
Northeastern University 1984 — 1989
B S, Economics
Cumberland High School Cumberland RI 1980 — 1984
College Prep
Freedom National Bank May 2012 - Present
Citizens Bank April 2002 - April 2012
D R Wholesale June 1991 - March 2002
Bear Stearns May 1989 - March 1991
Skills
Cash Management, Foreign Exchange..., Small Business Lending, Banking, Commercial Banking, Portfolio Management, Credit Analysis, Mortgage Lending, Retail Banking, Refinance, Small Business, Commercial Lending, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Loan Origination, Credit, Underwriting, Mutual Funds, Financial Analysis, Loans, Wealth Management, Consumer Lending, Investments, Financial Services, Relationship Management, Strategic Financial...
Education
Babson College 2012 — 2013
Business School of Financial Studies
St. Myer & Hubbard 2010 — 2012
SalesForce.Com 2005 — 2012
Moody's Credit Training 2005 — 2006
Certificate, Comercial Lending
Northeastern University 1984 — 1989
B S, Economics
Cumberland High School Cumberland RI 1980 — 1984
College Prep
Russell Gallen's Bear Stearns Experience 2005 - 2008
Job VP, Wealth Management Banker with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Bear Stearns 2005 - 2008
Broker Source Mortgage 2003 - 2005
Pacific Republic Mortgage 2001 - 2003
Skills
Series 7, series 66, series 24, Series 24, Loans, Wealth Management, Banking, Credit Analysis, Credit, Alternative Investments, Due Diligence, Financial Advisory, Customer Service, Strategic Planning, Management
Education
Arizona State University 1997 — 2001
Finance, Finance
Merrill Lynch June 2008 - Present
Bear Stearns 2005 - 2008
Broker Source Mortgage 2003 - 2005
Pacific Republic Mortgage 2001 - 2003
Skills
Series 7, series 66, series 24, Series 24, Loans, Wealth Management, Banking, Credit Analysis, Credit, Alternative Investments, Due Diligence, Financial Advisory, Customer Service, Strategic Planning, Management
Education
Arizona State University 1997 — 2001
Finance, Finance
Christopher Dunleavy's Bear Stearns Experience 1998 - 2005
Job Global Compliance Training Leader
Industry Financial Services
Experience
GE Capital July 2014 - Present
FINRA April 2005 - July 2014
Bear Stearns 1998 - 2005
Skills
Process Improvement, Business Analysis, Strategic Planning, Project Management, Vendor Management, Data Analysis, Risk Management, Program Management, Budgets, Series 7, Securities, Financial Analysis, Financial Services, Business Process..., Analysis, Equities, Capital Markets, Management
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
MBA
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Cathedral Prep 1989 — 1993
GE Capital July 2014 - Present
FINRA April 2005 - July 2014
Bear Stearns 1998 - 2005
Skills
Process Improvement, Business Analysis, Strategic Planning, Project Management, Vendor Management, Data Analysis, Risk Management, Program Management, Budgets, Series 7, Securities, Financial Analysis, Financial Services, Business Process..., Analysis, Equities, Capital Markets, Management
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
MBA
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Cathedral Prep 1989 — 1993
Parul Parekh's Bear Stearns Experience July 1998 - March 2001
Job Software Developer II The Nielsen Company
Industry Information Technology and Services
Experience
The Nielsen Company September 2008 - Present
Bear Stearns July 1998 - March 2001
Salomon Brothers Inc September 1995 - June 1998
Software Architects 1995 - 1998
GTE Data Services September 1994 - September 1995
Skills
Agile Methodologies, SQL, SDLC, Software Development, Database Design, Testing, Data Warehousing, Software Quality..., Requirements Analysis, Microsoft SQL Server, Databases, SharePoint, Software Project..., SOA, Visio, XML
Education
University of Mumbai 1991 — 1993
Masters, Commerce
Mithibai College of Arts Chauhan Institute of Science and Amrutben Jivanlal College of Commerce and Economics
The Nielsen Company September 2008 - Present
Bear Stearns July 1998 - March 2001
Salomon Brothers Inc September 1995 - June 1998
Software Architects 1995 - 1998
GTE Data Services September 1994 - September 1995
Skills
Agile Methodologies, SQL, SDLC, Software Development, Database Design, Testing, Data Warehousing, Software Quality..., Requirements Analysis, Microsoft SQL Server, Databases, SharePoint, Software Project..., SOA, Visio, XML
Education
University of Mumbai 1991 — 1993
Masters, Commerce
Mithibai College of Arts Chauhan Institute of Science and Amrutben Jivanlal College of Commerce and Economics
Chaim Zions's Bear Stearns Experience 1980 - 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Net2Phone 2001 - 2002
Bear Stearns 1980 - 2000
Skills
Budgets, Management, Investment Banking, SDLC, Fixed Income, Business Analysis, Leadership, Vendor Management, Team Building, Equities, Analysis, Mergers & Acquisitions, Financial Analysis, Investments, Securities, Risk Management
Education
Adelphi University 1976 — 1978
Net2Phone 2001 - 2002
Bear Stearns 1980 - 2000
Skills
Budgets, Management, Investment Banking, SDLC, Fixed Income, Business Analysis, Leadership, Vendor Management, Team Building, Equities, Analysis, Mergers & Acquisitions, Financial Analysis, Investments, Securities, Risk Management
Education
Adelphi University 1976 — 1978
David Scianablo's Bear Stearns Experience 2007 - 2008
Job Director Compliance / Surveillance at Citi
Industry Financial Services
Experience
Citi October 2013 - Present
JP Morgan June 2008 - October 2013
Bear Stearns 2007 - 2008
Credit Suisse 2005 - 2007
NYSE 2003 - 2005
United States Army Reserve January 1996 - September 2003
Salomon Smith Barney 2000 - 2003
Skills
Equities, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Securities, Series 7, Alternative Investments, Asset Management, Trading, Private Equity, FINRA
Education
Adelphi University 2003 — 2006
MBA, Finance
Citi October 2013 - Present
JP Morgan June 2008 - October 2013
Bear Stearns 2007 - 2008
Credit Suisse 2005 - 2007
NYSE 2003 - 2005
United States Army Reserve January 1996 - September 2003
Salomon Smith Barney 2000 - 2003
Skills
Equities, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Securities, Series 7, Alternative Investments, Asset Management, Trading, Private Equity, FINRA
Education
Adelphi University 2003 — 2006
MBA, Finance
Yonghe Zhang's Bear Stearns Experience August 1998 - March 2008
Job Principal Software Engineer at Fidelity Capital Markets
Industry Computer Software
Experience
Fidelity Capital Markets June 2010 - Present
JPMorgan Chase & Co. March 2008 - June 2010
Bear Stearns August 1998 - March 2008
Icon Information Consultants January 1997 - August 1998
Skills
Java, Equities, Derivatives, CSS, Options, Agile Methodologies, Java Enterprise Edition, SDLC, Trading Systems, SOA, Sybase, Unix, SQL, Perl, XML
Education
SUNY - Binghamton 1995 — 1996
Master, Computer Science
Hebei University 1986 — 1990
BS, Computer Science
Fidelity Capital Markets June 2010 - Present
JPMorgan Chase & Co. March 2008 - June 2010
Bear Stearns August 1998 - March 2008
Icon Information Consultants January 1997 - August 1998
Skills
Java, Equities, Derivatives, CSS, Options, Agile Methodologies, Java Enterprise Edition, SDLC, Trading Systems, SOA, Sybase, Unix, SQL, Perl, XML
Education
SUNY - Binghamton 1995 — 1996
Master, Computer Science
Hebei University 1986 — 1990
BS, Computer Science
Sujata Koduri's Bear Stearns Experience 2004 - 2008
Job Executive Director at JP Morgan Chase
Industry Investment Banking
Experience
JP Morgan Chase 2008 - Present
Bear Stearns 2004 - 2008
Credit Agricole Indosuez 2002 - 2003
Instinet Corporation 2000 - 2002
Skills
Electronic Trading, Options, Market Data, Financial Services, Low Latency, Equity Derivatives, Equities, Derivatives, Middle Office, Smart order routing, Investment Banking, SDLC, Trading, Trading Systems, Exchange Connectivity, Sales Order Processing, Compliance Reporting, Dark Pools, Crossing Engine
Education
Andhra University
Graduate degree, Mathematics and Computer Science
JP Morgan Chase 2008 - Present
Bear Stearns 2004 - 2008
Credit Agricole Indosuez 2002 - 2003
Instinet Corporation 2000 - 2002
Skills
Electronic Trading, Options, Market Data, Financial Services, Low Latency, Equity Derivatives, Equities, Derivatives, Middle Office, Smart order routing, Investment Banking, SDLC, Trading, Trading Systems, Exchange Connectivity, Sales Order Processing, Compliance Reporting, Dark Pools, Crossing Engine
Education
Andhra University
Graduate degree, Mathematics and Computer Science
Padma Bhagavathula's Bear Stearns Experience May 2007 - Present
Job PMO at Bear Stearns
Industry Banking
Experience
Bear Stearns May 2007 - Present
Education
Andhra University 1994 — 1998
Bear Stearns May 2007 - Present
Education
Andhra University 1994 — 1998
Greg Brumbeloe's Bear Stearns Experience July 1985 - January 1994
Job Senior Vice President at Kaplan Financial
Industry Financial Services
Experience
Kaplan Financial Senior Vice PresidentBISYSJune 1999 - April 2005
The Dover Group May 1995 - June 1999
Credit Suisse First Boston January 1994 - May 1995
Bear Stearns July 1985 - January 1994
Education
Mercer University - Stetson School of Business and Economics 1988 — 1990
MBA, Management
Auburn University 1975 — 1981
Kaplan Financial Senior Vice PresidentBISYSJune 1999 - April 2005
The Dover Group May 1995 - June 1999
Credit Suisse First Boston January 1994 - May 1995
Bear Stearns July 1985 - January 1994
Education
Mercer University - Stetson School of Business and Economics 1988 — 1990
MBA, Management
Auburn University 1975 — 1981
Selma Hannan's Bear Stearns Experience 1992 - 2008
Job VP at JP Morgan
Industry Information Technology and Services
Experience
JPMorgan Chase June 1992 - December 2008
Bear Stearns 1992 - 2008
Skills
Analysis
Education
Ateneo Graduate School of Business 1980 — 1981
MBA
University of the Philippines 1976 — 1979
BS, Mathematics
JPMorgan Chase June 1992 - December 2008
Bear Stearns 1992 - 2008
Skills
Analysis
Education
Ateneo Graduate School of Business 1980 — 1981
MBA
University of the Philippines 1976 — 1979
BS, Mathematics
Naphtali Spiegel's Bear Stearns Experience 1998 - 2008
Job Information Technology Professional
Industry Information Technology and Services
Experience
Americare October 2008 - Present
Bear Stearns 1998 - 2008
Mt. Sinai Hospital August 1996 - August 1998
Skills
SQL Server, Active Directory, Visual Basic, Citrix, Remedy, Microsoft Office, VPN, Perl, HTML, PHP, IIS, ASP.NET, C#, Apache, DB2, Monarch, Wordpress, Adobe Acrobat, Bash, Bloomberg, AutoIt, Kaseya, Windows, SQL, XP, DNS, VBScript, Databases, Microsoft SQL Server, Network Administration, Troubleshooting, System Administration, Microsoft Exchange, BMC Remedy, Technical Support, Software Development
Education
Yeshiva Shaar Hatorah
Americare October 2008 - Present
Bear Stearns 1998 - 2008
Mt. Sinai Hospital August 1996 - August 1998
Skills
SQL Server, Active Directory, Visual Basic, Citrix, Remedy, Microsoft Office, VPN, Perl, HTML, PHP, IIS, ASP.NET, C#, Apache, DB2, Monarch, Wordpress, Adobe Acrobat, Bash, Bloomberg, AutoIt, Kaseya, Windows, SQL, XP, DNS, VBScript, Databases, Microsoft SQL Server, Network Administration, Troubleshooting, System Administration, Microsoft Exchange, BMC Remedy, Technical Support, Software Development
Education
Yeshiva Shaar Hatorah
Andrew B. Donnellan, Jr.'s Bear Stearns Experience 2001 - 2008
Job Vice PresidentLegal & Chief Litigation Officer, SunGard Data Systems Inc.
Industry Law Practice
Experience
SunGard Data Systems, Inc. 2009 - Present
Bear Stearns 2001 - 2008
Reliance Group Holdings, Inc. 1986 - 2001
Dewey Ballantine LLP 1977 - 1986
Education
Albany Law School of Union University 1974 — 1977
J.D.
Rensselaer Polytechnic Institute 1974 — 1977
M.B.A.
Georgetown University 1969 — 1973
A.B.
SunGard Data Systems, Inc. 2009 - Present
Bear Stearns 2001 - 2008
Reliance Group Holdings, Inc. 1986 - 2001
Dewey Ballantine LLP 1977 - 1986
Education
Albany Law School of Union University 1974 — 1977
J.D.
Rensselaer Polytechnic Institute 1974 — 1977
M.B.A.
Georgetown University 1969 — 1973
A.B.
Ira Hirsch's Bear Stearns Experience November 1994 - Present
Job Sourcing Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2008 - Present
JP Morgan Chase 2008 - Present
Bear Stearns November 1994 - Present
Skills
Project Management, Financial Analysis, Equities, Prime Brokerage, Disaster Recovery, Investment Banking, Mergers & Acquisitions, IRAs, SDLC, Due Diligence, Electronic Trading, Trading Systems, Accounting, Capital Markets, Fixed Income, Derivatives, Middle Office, Asset Management, Market Data, Procurement, Vendor Management, Risk Management, Corporate Finance, Process Improvement, Investments, Infrastructure, IT Strategy, Sybase, Financial Services, Low Latency, Securities, Portfolio Management, Program Management, Series 7, Business Analysis, ITIL, Banking, Hedge Funds, Financial Modeling, Change Management, Enterprise Architecture, Trading
Education
Adelphi University 1981 — 1983
JPMorgan Chase October 2008 - Present
JP Morgan Chase 2008 - Present
Bear Stearns November 1994 - Present
Skills
Project Management, Financial Analysis, Equities, Prime Brokerage, Disaster Recovery, Investment Banking, Mergers & Acquisitions, IRAs, SDLC, Due Diligence, Electronic Trading, Trading Systems, Accounting, Capital Markets, Fixed Income, Derivatives, Middle Office, Asset Management, Market Data, Procurement, Vendor Management, Risk Management, Corporate Finance, Process Improvement, Investments, Infrastructure, IT Strategy, Sybase, Financial Services, Low Latency, Securities, Portfolio Management, Program Management, Series 7, Business Analysis, ITIL, Banking, Hedge Funds, Financial Modeling, Change Management, Enterprise Architecture, Trading
Education
Adelphi University 1981 — 1983
Faisal Shamsi's Bear Stearns Experience November 1997 - May 2008
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns November 1997 - May 2008
NIIT February 1994 - November 1997
Skills
Sybase, Trading Systems, Prime Brokerage, Fixed Income, Equity Derivatives, Electronic Trading, SDLC, Business Analysis, Interest Rate..., Credit Derivatives, IT Strategy, Capital Markets, Equities, Derivatives, Structured Finance, Vendor Management, Investment Banking, Low Latency, Market Data, Hedge Funds, Enterprise Architecture, Reference Data, Performance Tuning, Agile Methodologies, Options, Equity Trading, Portfolio Management, Order Management, Application Architecture, CDS, Structured Products, Securities, Solaris, Back Office, Risk Management, Securities Lending, Middle Office, Swaps, Bloomberg, Infrastructure, Exchange Connectivity, Trading, FX Options, Unix, Asset Management, Data Warehousing
Education
Aligarh Muslim University 1991 — 1994
MS, Computer Science
Aligarh Muslim University 1988 — 1991
BS, Mathematics(Hons)
JP Morgan June 2008 - Present
Bear Stearns November 1997 - May 2008
NIIT February 1994 - November 1997
Skills
Sybase, Trading Systems, Prime Brokerage, Fixed Income, Equity Derivatives, Electronic Trading, SDLC, Business Analysis, Interest Rate..., Credit Derivatives, IT Strategy, Capital Markets, Equities, Derivatives, Structured Finance, Vendor Management, Investment Banking, Low Latency, Market Data, Hedge Funds, Enterprise Architecture, Reference Data, Performance Tuning, Agile Methodologies, Options, Equity Trading, Portfolio Management, Order Management, Application Architecture, CDS, Structured Products, Securities, Solaris, Back Office, Risk Management, Securities Lending, Middle Office, Swaps, Bloomberg, Infrastructure, Exchange Connectivity, Trading, FX Options, Unix, Asset Management, Data Warehousing
Education
Aligarh Muslim University 1991 — 1994
MS, Computer Science
Aligarh Muslim University 1988 — 1991
BS, Mathematics(Hons)
Adam Zborowski's Bear Stearns Experience 1991 - 2008
Job Peoplesoft Specialist at NYU Medical Center
Industry Financial Services
Experience
NYU Medical Center November 2009 - Present
JPMorgan Chase/Bear Stearns April 2008 - 2009
Bear Stearns 1991 - 2008
Citibank/Citicorp January 1989 - April 1991
Huta Stalowa Wola / Poland July 1982 - November 1988
Education
Master, Metallurgy
NYU Medical Center November 2009 - Present
JPMorgan Chase/Bear Stearns April 2008 - 2009
Bear Stearns 1991 - 2008
Citibank/Citicorp January 1989 - April 1991
Huta Stalowa Wola / Poland July 1982 - November 1988
Education
Master, Metallurgy
Ginger Marks's Bear Stearns Experience February 2007 - May 2007
Job Mortgage Loan Officer at Tidewater Mortgage Services, Inc
Industry Real Estate
Experience
Tidewater Mortgage Services, Inc May 2015 - Present
Choice Homes Team Keller Williams Realty July 2012 - Present
Mobile Notary Service in Virginia January 2007 - August 2012
Marks Management Group Inc. March 2007 - November 2008
Bear Stearns February 2007 - May 2007
Encore Credit Corp April 2003 - February 2007
Bear Stearns Residential Mortgage Corporation 2007 - 2007
Techead 2001 - 2002
Skills
Real Estate, HUD, First Time Home Buyers, Sales, Mortgage Lending, FHA, Referrals, Investment Properties, Foreclosures, Real Estate Transactions, Customer Service, Single Family Homes, REO, Loans, Real Property, Refinance, Sales Management, Short Sales, Sellers, Investors, Strategic Planning, Loan Origination, Relocation, Listings, Marketing, Residential Homes, Marketing Strategy, Social Media Marketing, Value Based Selling, Listing Homes, Outstanding time..., Team Building, Residential Mortgages, Resellers, Mortgage Underwriting, Negotiation, FHA financing, Condos, New Business Development, Mortgage Banking, Selling, Mortgage Brokers
Education
Art Institute of Atlanta 1995 — 1997
Associate, Media Arts
monacan high school 1985 — 1989
Tidewater Mortgage Services, Inc May 2015 - Present
Choice Homes Team Keller Williams Realty July 2012 - Present
Mobile Notary Service in Virginia January 2007 - August 2012
Marks Management Group Inc. March 2007 - November 2008
Bear Stearns February 2007 - May 2007
Encore Credit Corp April 2003 - February 2007
Bear Stearns Residential Mortgage Corporation 2007 - 2007
Techead 2001 - 2002
Skills
Real Estate, HUD, First Time Home Buyers, Sales, Mortgage Lending, FHA, Referrals, Investment Properties, Foreclosures, Real Estate Transactions, Customer Service, Single Family Homes, REO, Loans, Real Property, Refinance, Sales Management, Short Sales, Sellers, Investors, Strategic Planning, Loan Origination, Relocation, Listings, Marketing, Residential Homes, Marketing Strategy, Social Media Marketing, Value Based Selling, Listing Homes, Outstanding time..., Team Building, Residential Mortgages, Resellers, Mortgage Underwriting, Negotiation, FHA financing, Condos, New Business Development, Mortgage Banking, Selling, Mortgage Brokers
Education
Art Institute of Atlanta 1995 — 1997
Associate, Media Arts
monacan high school 1985 — 1989
Logan F. Kennedy III's Bear Stearns Experience June 1987 - August 1998
Job Realtor at W.Wolverton & Co
Industry Professional Training & Coaching
Experience
W.Wolverton & Co June 2012 - Present
Inspired Wealth Communications April 2007 - January 2012
R.J. O'Brien September 2006 - May 2007
Morgan Stanley Investment Management August 1998 - April 2006
Bear Stearns June 1987 - August 1998
Skills
Investments, Alternative Investments, Customer Service, Risk Management, New Business Development, Manage Client..., Relationship Management, Direct Sales, Training and Development, High-Impact Sales..., Account Retention, Strategic Planning, Building Customer..., Team Leadership, Leadership
Education
Adelphi University 1975 — 1979
BA, Communications
W.Wolverton & Co June 2012 - Present
Inspired Wealth Communications April 2007 - January 2012
R.J. O'Brien September 2006 - May 2007
Morgan Stanley Investment Management August 1998 - April 2006
Bear Stearns June 1987 - August 1998
Skills
Investments, Alternative Investments, Customer Service, Risk Management, New Business Development, Manage Client..., Relationship Management, Direct Sales, Training and Development, High-Impact Sales..., Account Retention, Strategic Planning, Building Customer..., Team Leadership, Leadership
Education
Adelphi University 1975 — 1979
BA, Communications
Laura Torrado's Bear Stearns Experience May 1997 - June 2008
Job General Counsel, Chief Compliance Officer, Director of Human Resources/Partner at Knighthead Capital Management, LLC
Industry Investment Management
Experience
Knighthead Capital Management, L.L.C. June 2008 - Present
Bear Stearns May 1997 - June 2008
Robinson Silverman Pearce Aronsohn & Berman LLP January 1992 - May 1997
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Equities, Securities, Private Equity, Investment Banking, Securities Regulation, Bloomberg, Private Placements, FINRA, Structured Finance, Portfolio Management, Credit Derivatives, Series 7, Bonds, Investments, Financial Risk, Asset Management, Leveraged Finance, Asset Managment, Trading, Mergers & Acquisitions, Derivatives, Equity Derivatives, High Yield, Financial Markets
Education
New York Law School 1990 — 1993
JD, Law Degree
Albright College 1986 — 1990
BA, Political Science/French
Poly Prep 1982 — 1986
Diploma
Knighthead Capital Management, L.L.C. June 2008 - Present
Bear Stearns May 1997 - June 2008
Robinson Silverman Pearce Aronsohn & Berman LLP January 1992 - May 1997
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Equities, Securities, Private Equity, Investment Banking, Securities Regulation, Bloomberg, Private Placements, FINRA, Structured Finance, Portfolio Management, Credit Derivatives, Series 7, Bonds, Investments, Financial Risk, Asset Management, Leveraged Finance, Asset Managment, Trading, Mergers & Acquisitions, Derivatives, Equity Derivatives, High Yield, Financial Markets
Education
New York Law School 1990 — 1993
JD, Law Degree
Albright College 1986 — 1990
BA, Political Science/French
Poly Prep 1982 — 1986
Diploma
Daniel Molloy's Bear Stearns Experience February 1994 - August 2008
Job Managing Director Fixed Income Finance
Industry Financial Services
Experience
RBS Global Banking & Markets October 2009 - Present
Bear Stearns February 1994 - August 2008
Education
Babson College 1987 — 1991
BS, Finance, Economic
RBS Global Banking & Markets October 2009 - Present
Bear Stearns February 1994 - August 2008
Education
Babson College 1987 — 1991
BS, Finance, Economic
Casandra Calo's Bear Stearns Experience 1997 - 2000
Job Fulfillment Coordinator at the Center for Professional Education at UT Austin
Industry Graphic Design
Experience
Center for Professional Education at The University of Texas at Austin January 2014 - Present
C2 Design 2004 - Present
Bear Stearns 1997 - 2000
Skills
Graphics, Layout, Web Design, Branding & Identity, Art Direction, Logo Design, Adobe Creative Suite, Digital Photography, Graphic Design, Creative Direction, Illustrator, Corporate Identity, Editing, InDesign, Photoshop, Advertising, User Experience Design, Copy Editing, Responsive Web Design, HTML5, CSS 3, User Interface Design, Typography, Web Content Creation, Email Marketing, Journalism, Google Analytics, Project Management, jQuery, Editorial layout, Marketing Strategy, Social Media Marketing
Education
School of Visual Arts 1997 — 1999
Graphic Design
St. Martin's Protestant Episcopal School 1964 — 1976
High School, English Language and Literature/Letters was my favorite subject.
Arizona State University
B.A., Political Science
Gulf Coast State College
Journalism
Center for Professional Education at The University of Texas at Austin January 2014 - Present
C2 Design 2004 - Present
Bear Stearns 1997 - 2000
Skills
Graphics, Layout, Web Design, Branding & Identity, Art Direction, Logo Design, Adobe Creative Suite, Digital Photography, Graphic Design, Creative Direction, Illustrator, Corporate Identity, Editing, InDesign, Photoshop, Advertising, User Experience Design, Copy Editing, Responsive Web Design, HTML5, CSS 3, User Interface Design, Typography, Web Content Creation, Email Marketing, Journalism, Google Analytics, Project Management, jQuery, Editorial layout, Marketing Strategy, Social Media Marketing
Education
School of Visual Arts 1997 — 1999
Graphic Design
St. Martin's Protestant Episcopal School 1964 — 1976
High School, English Language and Literature/Letters was my favorite subject.
Arizona State University
B.A., Political Science
Gulf Coast State College
Journalism
Jade Quach's Bear Stearns Experience June 2006 - March 2008
Job Financial Accountant at Carver Federal Savings Bank
Industry Financial Services
Experience
City National Bank of New Jersey May 2015 - Present
Carver Federal Savings Bank December 2010 - May 2015
NASDAQ OMX May 2010 - September 2010
Blackstone 2009 - 2010
JPMorgan March 2008 - September 2008
Bear Stearns June 2006 - March 2008
Lord Abbett June 2005 - June 2006
Skills
Accounting, Finance, General Ledger, Financial Reporting
Education
American InterContinental University 2006 — 2007
MBA, Management
Saint Peter's University 2001 — 2005
BS, Accounting
City National Bank of New Jersey May 2015 - Present
Carver Federal Savings Bank December 2010 - May 2015
NASDAQ OMX May 2010 - September 2010
Blackstone 2009 - 2010
JPMorgan March 2008 - September 2008
Bear Stearns June 2006 - March 2008
Lord Abbett June 2005 - June 2006
Skills
Accounting, Finance, General Ledger, Financial Reporting
Education
American InterContinental University 2006 — 2007
MBA, Management
Saint Peter's University 2001 — 2005
BS, Accounting
Pawel Mazur's Bear Stearns Experience October 1999 - October 2004
Job AVP, Senior Software Developer
Industry Information Technology and Services
Experience
Barclays Capital September 2007 - Present
Lehman Brothers November 2004 - September 2007
Bear Stearns October 1999 - October 2004
Metrosoft July 1998 - September 1999
IGE+XAO July 1993 - November 1995
Skills
Software Development, Web Services, C#, Trading Systems, Scripting, .NET, C++, ASP.NET, Visual Studio, Microsoft Office, Databases, SOA, Active Directory
Education
AGH University of Science and Technology 1990 — 1995
M.Sc., Computer science
Barclays Capital September 2007 - Present
Lehman Brothers November 2004 - September 2007
Bear Stearns October 1999 - October 2004
Metrosoft July 1998 - September 1999
IGE+XAO July 1993 - November 1995
Skills
Software Development, Web Services, C#, Trading Systems, Scripting, .NET, C++, ASP.NET, Visual Studio, Microsoft Office, Databases, SOA, Active Directory
Education
AGH University of Science and Technology 1990 — 1995
M.Sc., Computer science
Sam Mohr CCNP, CCNA Voice, CCNA Security's Bear Stearns Experience October 2007 - December 2008
Job Security Operations Engineer for United Airlines
Industry Information Technology and Services
Experience
United Airlines February 2014 - Present
United Airlines April 2009 - February 2014
Bear Stearns October 2007 - December 2008
Skills
CCNP, Vendor Management, Networking, Firewalls, Data Center, CCNA, Cisco Technologies, Load Balancing, Routing, VPN, Network Engineering, ITIL, WAN, Switching, Switches, VoIP
Education
American InterContinental University 2003 — 2005
BA, Information Technology
United Airlines February 2014 - Present
United Airlines April 2009 - February 2014
Bear Stearns October 2007 - December 2008
Skills
CCNP, Vendor Management, Networking, Firewalls, Data Center, CCNA, Cisco Technologies, Load Balancing, Routing, VPN, Network Engineering, ITIL, WAN, Switching, Switches, VoIP
Education
American InterContinental University 2003 — 2005
BA, Information Technology
Russell Holub's Bear Stearns Experience January 1987 - August 1989
Job Managing Director at Rosenblatt Securities
Industry Capital Markets
Experience
Rosenblatt Securities August 2008 - Present
Morgan Stanley August 1989 - December 2007
Bear Stearns January 1987 - August 1989
Skills
Fidessa, Equities, Trading, Bloomberg, Securities, Electronic Trading, Equity Trading, Series 7, Financial Markets, Trading Technology, Options, Trading Strategies, Emerging Markets, Hedge Funds, Equity Research, Equity Derivatives, Trading Systems, Asset Managment, Asset Management, Alternative Investments, Bonds, Capital Markets, Derivatives, ETFs, Financial Services, Fixed Income, Investment Banking, Market Data, Technical Analysis, Prime Brokerage, Proprietary Trading, Investment Management, Quantitative Finance, Series 63
Education
Iona College 1983 — 1986
BBA, Finance
Alfred University 1982 — 1983
Computer Science
Rosenblatt Securities August 2008 - Present
Morgan Stanley August 1989 - December 2007
Bear Stearns January 1987 - August 1989
Skills
Fidessa, Equities, Trading, Bloomberg, Securities, Electronic Trading, Equity Trading, Series 7, Financial Markets, Trading Technology, Options, Trading Strategies, Emerging Markets, Hedge Funds, Equity Research, Equity Derivatives, Trading Systems, Asset Managment, Asset Management, Alternative Investments, Bonds, Capital Markets, Derivatives, ETFs, Financial Services, Fixed Income, Investment Banking, Market Data, Technical Analysis, Prime Brokerage, Proprietary Trading, Investment Management, Quantitative Finance, Series 63
Education
Iona College 1983 — 1986
BBA, Finance
Alfred University 1982 — 1983
Computer Science
Jennifer Stockett's Bear Stearns Experience 1984 - 1989
Job Senior Advisor, Financial Institutions & Business Liaison, External Affairs at Consumer Finance Protection Bureau (CFPB)
Industry Financial Services
Experience
Consumer Finance Protection Bureau (CFPB) June 2014 - Present
FDIC October 2012 - May 2014
FDIC - Federal Deposit Insurance Corporation May 2010 - October 2012
U.S. Treasury May 2009 - May 2010
Wachovia / Wells Fargo 2007 - April 2009
Fannie Mae 1993 - 2006
Resolution Trust Corp. 1991 - 1993
Bear Stearns 1984 - 1989
Skills
Mortgage Lending, Portfolio Management, Loans, Risk Management, Capital Markets, Dodd-Frank, Policy Writing, Compliance, Loss Mitigation, Mortgage Banking, Structured Finance, Securitization, Asset Managment, Credit Risk, Financial Analysis, Financial Risk, Financial Modeling, Due Diligence, Underwriting, Banking, Valuation, Mandarin
Education
University of Maryland University College
Masters, International Management
Albright College
BS, Business Administration and Management, General
Consumer Finance Protection Bureau (CFPB) June 2014 - Present
FDIC October 2012 - May 2014
FDIC - Federal Deposit Insurance Corporation May 2010 - October 2012
U.S. Treasury May 2009 - May 2010
Wachovia / Wells Fargo 2007 - April 2009
Fannie Mae 1993 - 2006
Resolution Trust Corp. 1991 - 1993
Bear Stearns 1984 - 1989
Skills
Mortgage Lending, Portfolio Management, Loans, Risk Management, Capital Markets, Dodd-Frank, Policy Writing, Compliance, Loss Mitigation, Mortgage Banking, Structured Finance, Securitization, Asset Managment, Credit Risk, Financial Analysis, Financial Risk, Financial Modeling, Due Diligence, Underwriting, Banking, Valuation, Mandarin
Education
University of Maryland University College
Masters, International Management
Albright College
BS, Business Administration and Management, General
Venkataramani Subbarayan PMP's Bear Stearns Experience 2005 - 2008
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2008 - Present
Bear Stearns 2005 - 2008
MetLife Auto & Home 2006 - 2006
American Airlines 2004 - 2005
American Airlines 2004 - 2005
Verizon Data Services 2001 - 2004
DSL Software 1999 - 2000
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Sybase, SOA, Consulting, Data Warehousing, Databases, Enterprise Architecture, IT Strategy, Java Enterprise Edition, Microsoft SQL Server, Oracle, Requirements Gathering, Trading Systems, Unix, Weblogic, Websphere
Education
Alagappa University 1996 — 1998
M.Sc, Computer Science
Madura College 1993 — 1996
Computer Science
Madurai Kamaraj University 1993 — 1996
B.Sc, Computer Science
T M H N U E M H S S Theni 1987 — 1993
Hr Sr. School
JPMorgan Chase September 2008 - Present
Bear Stearns 2005 - 2008
MetLife Auto & Home 2006 - 2006
American Airlines 2004 - 2005
American Airlines 2004 - 2005
Verizon Data Services 2001 - 2004
DSL Software 1999 - 2000
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Sybase, SOA, Consulting, Data Warehousing, Databases, Enterprise Architecture, IT Strategy, Java Enterprise Edition, Microsoft SQL Server, Oracle, Requirements Gathering, Trading Systems, Unix, Weblogic, Websphere
Education
Alagappa University 1996 — 1998
M.Sc, Computer Science
Madura College 1993 — 1996
Computer Science
Madurai Kamaraj University 1993 — 1996
B.Sc, Computer Science
T M H N U E M H S S Theni 1987 — 1993
Hr Sr. School
Padmavathi Bhagavathula's Bear Stearns Experience 2007 - 2008
Job Project Manager at Northern Trust
Industry Banking
Experience
Northern Trust January 2012 - Present
JP Morgan Chase May 2007 - December 2011
Bear Stearns 2007 - 2008
Polaris Software Lab April 2003 - May 2007
Citicorp Overseas Software Limited February 2001 - April 2003
Skills
SDLC, Risk Management, Program Management, Financial Services, Change Management, Fixed Income, Global Delivery, Management, Project Management, Project Planning, Quality Assurance, Software Project..., Testing, Agile Methodologies, Consulting, Banking
Education
Andhra University 1994 — 1998
BE, Mechanical
Northern Trust January 2012 - Present
JP Morgan Chase May 2007 - December 2011
Bear Stearns 2007 - 2008
Polaris Software Lab April 2003 - May 2007
Citicorp Overseas Software Limited February 2001 - April 2003
Skills
SDLC, Risk Management, Program Management, Financial Services, Change Management, Fixed Income, Global Delivery, Management, Project Management, Project Planning, Quality Assurance, Software Project..., Testing, Agile Methodologies, Consulting, Banking
Education
Andhra University 1994 — 1998
BE, Mechanical
Edward Petit's Bear Stearns Experience 1995 - 1997
Job Investment Mangement Professional
Industry Investment Management
Experience
Schultze Asset Management September 1998 - March 2010
Bear Stearns 1995 - 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
MBA
Babson College 1979 — 1983
BS, Finance
Schultze Asset Management September 1998 - March 2010
Bear Stearns 1995 - 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
MBA
Babson College 1979 — 1983
BS, Finance
Joanmarie Pusateri's Bear Stearns Experience 1986 - 2008
Job Director at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2015 - Present
American Stock Transfer & Trust Company, LLC March 2012 - July 2015
Gleacher & Co., Inc. January 2009 - January 2012
Bear Stearns 1986 - 2008
Education
Adelphi University 1979 — 1983
Bachelors of Business Administration, Finance
Oppenheimer & Co. Inc. July 2015 - Present
American Stock Transfer & Trust Company, LLC March 2012 - July 2015
Gleacher & Co., Inc. January 2009 - January 2012
Bear Stearns 1986 - 2008
Education
Adelphi University 1979 — 1983
Bachelors of Business Administration, Finance
Jan Buckler's Bear Stearns Experience 1999 - 2007
Job Sr Vice President at DBRS
Industry Financial Services
Experience
DBRS August 2007 - Present
Bear Stearns 1999 - 2007
AIG Financial Products 1996 - 1999
Chase Securities Inc 1994 - 1996
Daiwa Securities 1991 - 1994
Salomon Brothers 1983 - 1991
Skills
MBS, Securitization, Structured Finance, Structured Products, Fixed Income, Bonds, Debt, ABS, Structuring, Risk Management, Financial Modeling, Derivatives, Credit, Financial Analysis, Risk, Mortgage, Alternative Investments, Asset Management, Capital Markets, Hedge Funds, Mortgage Lending, Market Risk, Financial Structuring, Equities, Bloomberg, Financial Risk, Investment Banking, Valuation, Securities
Education
Rensselaer Polytechnic Institute 1975 — 1980
PhD, Nuclear Engineering
Adelphi University 1973 — 1975
MS, Applied Mathematics
United States Merchant Marine Academy 1971 — 1975
BS, Marine Engineering
DBRS August 2007 - Present
Bear Stearns 1999 - 2007
AIG Financial Products 1996 - 1999
Chase Securities Inc 1994 - 1996
Daiwa Securities 1991 - 1994
Salomon Brothers 1983 - 1991
Skills
MBS, Securitization, Structured Finance, Structured Products, Fixed Income, Bonds, Debt, ABS, Structuring, Risk Management, Financial Modeling, Derivatives, Credit, Financial Analysis, Risk, Mortgage, Alternative Investments, Asset Management, Capital Markets, Hedge Funds, Mortgage Lending, Market Risk, Financial Structuring, Equities, Bloomberg, Financial Risk, Investment Banking, Valuation, Securities
Education
Rensselaer Polytechnic Institute 1975 — 1980
PhD, Nuclear Engineering
Adelphi University 1973 — 1975
MS, Applied Mathematics
United States Merchant Marine Academy 1971 — 1975
BS, Marine Engineering
Adam Gollin's Bear Stearns Experience June 1997 - November 2004
Job Manager at PortigonAG
Industry Financial Services
Experience
Portigon AG July 2007 - June 2014
Deutsche Bank June 2005 - June 2007
American investment Center/Citibank April 2005 - April 2005
Meridian Capital Group November 2004 - February 2005
Bear Stearns June 1997 - November 2004
Skills
Structured Finance, Derivatives, Investment Banking, Equities, Fixed Income, Capital Markets, MBS, Surveillance, Financial Structuring, Loans, Monetization, Analysis, Finance, Portfolio Management, Credit
Education
American University 1990 — 1994
BSBA, Marketing
American University - Kogod School of Business 1990 — 1994
BSBA, Marketing
Portigon AG July 2007 - June 2014
Deutsche Bank June 2005 - June 2007
American investment Center/Citibank April 2005 - April 2005
Meridian Capital Group November 2004 - February 2005
Bear Stearns June 1997 - November 2004
Skills
Structured Finance, Derivatives, Investment Banking, Equities, Fixed Income, Capital Markets, MBS, Surveillance, Financial Structuring, Loans, Monetization, Analysis, Finance, Portfolio Management, Credit
Education
American University 1990 — 1994
BSBA, Marketing
American University - Kogod School of Business 1990 — 1994
BSBA, Marketing
Beusse Lisa's Bear Stearns Experience December 1984 - January 1988
Job Tennis taekwondo
Industry Sports
Experience
Christie Property Group, LLC June 1991 - May 2014
YWCA of the City of New York January 1992 - September 1994
Bankers Trust 1988 - 1990
Bear Stearns December 1984 - January 1988
Education
Adelphi University 1979 — 1983
B.A., Psychology
Christie Property Group, LLC June 1991 - May 2014
YWCA of the City of New York January 1992 - September 1994
Bankers Trust 1988 - 1990
Bear Stearns December 1984 - January 1988
Education
Adelphi University 1979 — 1983
B.A., Psychology
Michael Lubin's Bear Stearns Experience 2005 - 2008
Job Associate, Tech Ops Analyst, JPMorganChase
Industry Information Technology and Services
Experience
JP Morgan Chase 2009 - Present
Design Strategy February 2006 - February 2009
Bear Stearns 2005 - 2008
Skills
Technical Support, Active Directory, Servers, Microsoft Exchange, Windows 7, Windows Server, Disaster Recovery, XP, VMware, VPN, Citrix, SDLC, System Deployment, SharePoint, Network Security, Microsoft Office, Vendor Management, VMware ESX, Laptops, Team Leadership, SQL, TCP/IP, Windows XP, CompTIA, Microsoft Certified..., Incident Management, Microsoft SQL Server, Cisco Technologies, Integration, Norton Ghost, Software Documentation, Market Data, Blackberry Enterprise..., SCCM, Networking, Computer Hardware, Operating Systems, ITIL, Infrastructure, Business Analysis, Security, Network Administration, Visio, Project Delivery, IT Service Management, Software Installation, IT Strategy, Unix, IT Management, BMC Remedy
Education
Anthem Institute-Jersey City
JP Morgan Chase 2009 - Present
Design Strategy February 2006 - February 2009
Bear Stearns 2005 - 2008
Skills
Technical Support, Active Directory, Servers, Microsoft Exchange, Windows 7, Windows Server, Disaster Recovery, XP, VMware, VPN, Citrix, SDLC, System Deployment, SharePoint, Network Security, Microsoft Office, Vendor Management, VMware ESX, Laptops, Team Leadership, SQL, TCP/IP, Windows XP, CompTIA, Microsoft Certified..., Incident Management, Microsoft SQL Server, Cisco Technologies, Integration, Norton Ghost, Software Documentation, Market Data, Blackberry Enterprise..., SCCM, Networking, Computer Hardware, Operating Systems, ITIL, Infrastructure, Business Analysis, Security, Network Administration, Visio, Project Delivery, IT Service Management, Software Installation, IT Strategy, Unix, IT Management, BMC Remedy
Education
Anthem Institute-Jersey City
Vitaliy Partin's Bear Stearns Experience October 1996 - March 1997
Job Application Developer
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch September 2015 - Present
NYCE Corporation July 2015 - Present
Bank of America Merrill Lynch April 2010 - February 2015
JPMorgan Chase March 2009 - March 2010
Marriott International October 2008 - December 2008
Merrill Lynch June 2000 - August 2008
Merrill Lynch March 1997 - June 2000
Bear Stearns October 1996 - March 1997
Skills
JCL, CICS, COBOL, DB2, SDLC, Business Analysis, Websphere, Mainframe, VSAM, WebSphere MQ, Program Management, Data Warehousing, SQL, Data Modeling, Requirements Gathering, Enterprise Architecture, Vendor Management, Requirements Analysis, Customer Relations, Relationship Building, Leadership
Education
Saint Petersburg University of Telecommunications 1975 — 1980
BS, Telecommunications and Computer Science
Bank of America Merrill Lynch September 2015 - Present
NYCE Corporation July 2015 - Present
Bank of America Merrill Lynch April 2010 - February 2015
JPMorgan Chase March 2009 - March 2010
Marriott International October 2008 - December 2008
Merrill Lynch June 2000 - August 2008
Merrill Lynch March 1997 - June 2000
Bear Stearns October 1996 - March 1997
Skills
JCL, CICS, COBOL, DB2, SDLC, Business Analysis, Websphere, Mainframe, VSAM, WebSphere MQ, Program Management, Data Warehousing, SQL, Data Modeling, Requirements Gathering, Enterprise Architecture, Vendor Management, Requirements Analysis, Customer Relations, Relationship Building, Leadership
Education
Saint Petersburg University of Telecommunications 1975 — 1980
BS, Telecommunications and Computer Science
Susan DeSilva's Bear Stearns Experience August 2007 - June 2008
Job State & Local Tax Director at Geller & Company
Industry Financial Services
Experience
Geller & Company July 2008 - Present
Bear Stearns August 2007 - June 2008
KeySpan/National Grid July 2004 - July 2007
Adecco June 2000 - June 2004
Pricewaterhousecoopers September 1997 - June 2000
Coopers & Lybrand 1990 - 1997
Skills
State Tax, Corporate Tax, Tax, Tax Research, Tax Accounting, Tax Law, Income Tax, International Tax, Property Tax
Education
Fordham University School of Law 1987 — 1990
JD, Law
Adelphi University 1984 — 1984
Grad Certif, Paralegal
Stony Brook University 1980 — 1984
BA, History
Geller & Company July 2008 - Present
Bear Stearns August 2007 - June 2008
KeySpan/National Grid July 2004 - July 2007
Adecco June 2000 - June 2004
Pricewaterhousecoopers September 1997 - June 2000
Coopers & Lybrand 1990 - 1997
Skills
State Tax, Corporate Tax, Tax, Tax Research, Tax Accounting, Tax Law, Income Tax, International Tax, Property Tax
Education
Fordham University School of Law 1987 — 1990
JD, Law
Adelphi University 1984 — 1984
Grad Certif, Paralegal
Stony Brook University 1980 — 1984
BA, History
James Pucio's Bear Stearns Experience December 2003 - June 2008
Job Freelance Web Designer at Lypp Sync Technology
Industry Information Technology and Services
Experience
Lypp Sync Technology April 2008 - Present
Lypp Sync Bee Technology June 2007 - Present
Bear Stearns December 2003 - June 2008
Bear Stearns January 2001 - December 2003
BNESI & Co February 1998 - April 2001
BNYESI & Co February 1994 - July 1997
BNYESI & Co. May 1993 - February 1994
Skills
Trading Systems, Disaster Recovery, Electronic Trading, Equities, Software Documentation, Bloomberg, Trading, Business Analysis, SDLC, Options, System Administration, Project Management, Testing, Series 7, Series 63, MySQL, JCL, Product Management, Java, Market Data, Middle Office, Microsoft SQL Server, Databases, Vendor Management, Mainframe, Sybase, Agile Methodologies, Derivatives, Fixed Income, SQL, Equity Derivatives, Capital Markets, Credit Derivatives, Prime Brokerage, TCP/IP, Hedge Funds, Securities, Equity Trading, Financial Markets, Investment Banking, Portfolio Management, Asset Management
Education
Montclair State University 2005 — 2008
BS, Information Technology
Adelphi University 1990 — 1992
BA, Finance, Economics
Nassau Community College 1987 — 1990
AS, Business Administration
Lypp Sync Technology April 2008 - Present
Lypp Sync Bee Technology June 2007 - Present
Bear Stearns December 2003 - June 2008
Bear Stearns January 2001 - December 2003
BNESI & Co February 1998 - April 2001
BNYESI & Co February 1994 - July 1997
BNYESI & Co. May 1993 - February 1994
Skills
Trading Systems, Disaster Recovery, Electronic Trading, Equities, Software Documentation, Bloomberg, Trading, Business Analysis, SDLC, Options, System Administration, Project Management, Testing, Series 7, Series 63, MySQL, JCL, Product Management, Java, Market Data, Middle Office, Microsoft SQL Server, Databases, Vendor Management, Mainframe, Sybase, Agile Methodologies, Derivatives, Fixed Income, SQL, Equity Derivatives, Capital Markets, Credit Derivatives, Prime Brokerage, TCP/IP, Hedge Funds, Securities, Equity Trading, Financial Markets, Investment Banking, Portfolio Management, Asset Management
Education
Montclair State University 2005 — 2008
BS, Information Technology
Adelphi University 1990 — 1992
BA, Finance, Economics
Nassau Community College 1987 — 1990
AS, Business Administration
Ashrafuz Zaman's Bear Stearns Experience June 1999 - April 2006
Job Sr. Test Engineer at Vanguard
Industry Computer Software
Experience
Vanguard January 2013 - Present
Vanguard January 2013 - Present
UBS Wealth Management March 2012 - December 2012
Vanguard October 2011 - March 2012
Jefferies & Company November 2010 - August 2011
J.P. Morgan Chase June 2010 - November 2010
TPG-Axon Capital December 2009 - May 2010
Credit Suisse July 2009 - December 2009
Bank of America June 2006 - March 2009
Bear Stearns June 1999 - April 2006
Skills
Equities, Trading, Investment Banking, SDLC, Fixed Income, Fidessa, HP Quality Center, User Acceptance Testing, Trading Systems, Charles River..., Charles River IMS
Education
Bangladesh Agricultural University 1982 — 1988
BS (Hons), Agriculture Engineering
Vanguard January 2013 - Present
Vanguard January 2013 - Present
UBS Wealth Management March 2012 - December 2012
Vanguard October 2011 - March 2012
Jefferies & Company November 2010 - August 2011
J.P. Morgan Chase June 2010 - November 2010
TPG-Axon Capital December 2009 - May 2010
Credit Suisse July 2009 - December 2009
Bank of America June 2006 - March 2009
Bear Stearns June 1999 - April 2006
Skills
Equities, Trading, Investment Banking, SDLC, Fixed Income, Fidessa, HP Quality Center, User Acceptance Testing, Trading Systems, Charles River..., Charles River IMS
Education
Bangladesh Agricultural University 1982 — 1988
BS (Hons), Agriculture Engineering
Nakiba Stemley's Bear Stearns Experience 2005 - 2007
Job MHACompliance Error Response Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2007 - November 2010
Bear Stearns 2005 - 2007
Centex Home Equity 1997 - 2005
Skills
Mortgage Lending, Credit, Loans, Mortgage Underwriting, Mortgage Banking
Education
Angelo State University 1992 — 1997
Bachelor, Finance
Angelo State University 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase March 2007 - November 2010
Bear Stearns 2005 - 2007
Centex Home Equity 1997 - 2005
Skills
Mortgage Lending, Credit, Loans, Mortgage Underwriting, Mortgage Banking
Education
Angelo State University 1992 — 1997
Bachelor, Finance
Angelo State University 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Francis Augustine's Bear Stearns Experience 1998 - 2000
Job IT Consultant
Industry Information Technology and Services
Experience
TSA 2009 - Present
TechTine Inc August 2008 - Present
JP Morgan Chase 2006 - 2008
IBM 2001 - 2006
ComerceQuest Inc April 2000 - April 2001
CommerceQuest 2000 - 2001
Bear Stearns 1998 - 2000
Salomon Brothers (Salomon Smith Barney and now part of CitiGroup) April 1997 - June 1998
GTE Data Services ( Now called Verizon 1993 - 1997
Skills
WebSphere Message Broker, SOA, Enterprise Architecture, WebSphere MQ, Websphere, Unix, AIX, SQL, WebSphere Application..., Netcool, Integration, Oracle, IT Strategy, Java Enterprise Edition, Web Services, Performance Tuning, Solaris, Solution Architecture, Architecture, DB2, SDLC, Data Warehousing, Application Architecture, Perl, EAI, Data Modeling, ESB, Unix Shell Scripting, Middleware, ITIL
Education
University of Florida 1989 — 1991
MS, Computer Science
Anna University 1974 — 1979
BE, Electrical & Electronics Engineering
Colege of Engineering, Guindy 1974 — 1979
BE, Electrical and Electronics Engineering
TSA 2009 - Present
TechTine Inc August 2008 - Present
JP Morgan Chase 2006 - 2008
IBM 2001 - 2006
ComerceQuest Inc April 2000 - April 2001
CommerceQuest 2000 - 2001
Bear Stearns 1998 - 2000
Salomon Brothers (Salomon Smith Barney and now part of CitiGroup) April 1997 - June 1998
GTE Data Services ( Now called Verizon 1993 - 1997
Skills
WebSphere Message Broker, SOA, Enterprise Architecture, WebSphere MQ, Websphere, Unix, AIX, SQL, WebSphere Application..., Netcool, Integration, Oracle, IT Strategy, Java Enterprise Edition, Web Services, Performance Tuning, Solaris, Solution Architecture, Architecture, DB2, SDLC, Data Warehousing, Application Architecture, Perl, EAI, Data Modeling, ESB, Unix Shell Scripting, Middleware, ITIL
Education
University of Florida 1989 — 1991
MS, Computer Science
Anna University 1974 — 1979
BE, Electrical & Electronics Engineering
Colege of Engineering, Guindy 1974 — 1979
BE, Electrical and Electronics Engineering
Denise Reinke's Bear Stearns Experience 1983 - 1985
Job Associate Broker at Coach Realtors
Industry Real Estate
Experience
Coach Realtors May 1990 - Present
Bear Stearns 1983 - 1985
Prudential Bache 1980 - 1983
Skills
First Time Home Buyers, Real Estate, Investment Properties, Sellers, Condos, New Home Sales, Buyer Representation, Residential Homes, Relocation, Listings, Short Sales, Seniors, Real Property, Real Estate Transactions, Single Family Homes, Buyers, Foreclosures, Referrals, Townhomes, REO, Microsoft Office, Commercial Real Estate, Relocation Buyers, Waterfront, Senior Real Estate, Move Up Buyers, Seller Representation
Education
New York Institute of Technology 1978 — 1983
Business
Adelphi University
Coach Realtors May 1990 - Present
Bear Stearns 1983 - 1985
Prudential Bache 1980 - 1983
Skills
First Time Home Buyers, Real Estate, Investment Properties, Sellers, Condos, New Home Sales, Buyer Representation, Residential Homes, Relocation, Listings, Short Sales, Seniors, Real Property, Real Estate Transactions, Single Family Homes, Buyers, Foreclosures, Referrals, Townhomes, REO, Microsoft Office, Commercial Real Estate, Relocation Buyers, Waterfront, Senior Real Estate, Move Up Buyers, Seller Representation
Education
New York Institute of Technology 1978 — 1983
Business
Adelphi University
Frank Hsu's Bear Stearns Experience October 1993 - January 1997
Job Managing Partner/Cofounder at H & H Capital Advisors LLC
Industry Banking
Experience
H & H Capital Advisors LLC November 2011 - Present
Newedge group January 2007 - 2011
Fimat October 1998 - December 2006
Bear Stearns October 1993 - January 1997
Education
New York University - Leonard N. Stern School of Business 2010 — 2011
MS, Finance
HKUST Business School 2010 — 2011
MSc, Global Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1988
Finance
Nanjing Institute of Technology 1980 — 1984
BS, Electrical Engineering
H & H Capital Advisors LLC November 2011 - Present
Newedge group January 2007 - 2011
Fimat October 1998 - December 2006
Bear Stearns October 1993 - January 1997
Education
New York University - Leonard N. Stern School of Business 2010 — 2011
MS, Finance
HKUST Business School 2010 — 2011
MSc, Global Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1988
Finance
Nanjing Institute of Technology 1980 — 1984
BS, Electrical Engineering
Yosef Nussbaum's Bear Stearns Experience November 2004 - March 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan March 2008 - Present
Bear Stearns November 2004 - March 2008
Cadwalader, Wickersham & Taft LLP 2001 - 2004
Skills
Securities, Hedge Funds, Private Equity, Due Diligence, Securities Regulation, Mergers & Acquisitions, Equities, Corporate Governance, Corporate Law, Capital Markets, FINRA, Asset Management, Bankruptcy, Fixed Income, Investments, Mergers, Alternative Investments, Derivatives
Education
Fordham University School of Law 1999 — 2002
JD, Law
Touro College 1996 — 1998
BS, Accounting
Mesivta Torah Vodaath Rabbinical Seminary
JP Morgan March 2008 - Present
Bear Stearns November 2004 - March 2008
Cadwalader, Wickersham & Taft LLP 2001 - 2004
Skills
Securities, Hedge Funds, Private Equity, Due Diligence, Securities Regulation, Mergers & Acquisitions, Equities, Corporate Governance, Corporate Law, Capital Markets, FINRA, Asset Management, Bankruptcy, Fixed Income, Investments, Mergers, Alternative Investments, Derivatives
Education
Fordham University School of Law 1999 — 2002
JD, Law
Touro College 1996 — 1998
BS, Accounting
Mesivta Torah Vodaath Rabbinical Seminary
Jack Waterstreet's Bear Stearns Experience 2003 - 2003
Job Partner at Insight Equity
Industry Investment Management
Experience
Insight Equity August 2009 - Present
Brockway Moran & Partners August 2006 - May 2008
Harris Williams & Co. June 2004 - July 2006
Bear Stearns 2003 - 2003
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA
Babson College 2000 — 2004
BS, Business Management
Insight Equity August 2009 - Present
Brockway Moran & Partners August 2006 - May 2008
Harris Williams & Co. June 2004 - July 2006
Bear Stearns 2003 - 2003
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA
Babson College 2000 — 2004
BS, Business Management
Marina Vaynerman's Bear Stearns Experience June 2003 - September 2003
Job Senior QA Consultant at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley December 2009 - Present
ITG January 2005 - February 2009
OM Technology October 2003 - December 2004
Bear Stearns June 2003 - September 2003
UBS Warburg/Paine Webber January 2000 - July 2002
Imagine Software September 1998 - January 2000
American Lawyer Media L.P-Counsel Connect October 1995 - January 1998
Skills
Quality Assurance, Trading Systems, User Acceptance Testing, Business Analysis, System Testing, SDLC, HP Quality Center, Quality Center, Test Planning, Electronic Trading, Agile Methodologies, Visio, Software Project..., Unix, Requirements Analysis, SQL
Education
Borough of Manhattan Community College 1993 — 1995
AS, Accounting
Saint Petersburg University of Technology and Design 1982 — 1987
BS, Mathematics
QA Training
QA
Software Testing Technologies, Ltd
Qaulity Assurance
Morgan Stanley December 2009 - Present
ITG January 2005 - February 2009
OM Technology October 2003 - December 2004
Bear Stearns June 2003 - September 2003
UBS Warburg/Paine Webber January 2000 - July 2002
Imagine Software September 1998 - January 2000
American Lawyer Media L.P-Counsel Connect October 1995 - January 1998
Skills
Quality Assurance, Trading Systems, User Acceptance Testing, Business Analysis, System Testing, SDLC, HP Quality Center, Quality Center, Test Planning, Electronic Trading, Agile Methodologies, Visio, Software Project..., Unix, Requirements Analysis, SQL
Education
Borough of Manhattan Community College 1993 — 1995
AS, Accounting
Saint Petersburg University of Technology and Design 1982 — 1987
BS, Mathematics
QA Training
QA
Software Testing Technologies, Ltd
Qaulity Assurance
John Taber's Bear Stearns Experience November 1999 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Advanced Markets LLC September 2011 - March 2012
4 Tees Inc April 2009 - September 2011
Bear Stearns November 1999 - March 2009
Societe Generale April 1996 - November 1999
Morgan Stanley October 1991 - April 1996
Coffee, Sugar and Cocoa Clearing Corporation February 1989 - October 1991
Skills
Commodity, Derivatives, Options, Trading, Banking, Finance, Prime Brokerage, Back Office, Equities, Analysis
Education
Adelphi University
Degree: Masters, Business Administration
Saint John's University
Degree: Bachelor of Science, Business
Advanced Markets LLC September 2011 - March 2012
4 Tees Inc April 2009 - September 2011
Bear Stearns November 1999 - March 2009
Societe Generale April 1996 - November 1999
Morgan Stanley October 1991 - April 1996
Coffee, Sugar and Cocoa Clearing Corporation February 1989 - October 1991
Skills
Commodity, Derivatives, Options, Trading, Banking, Finance, Prime Brokerage, Back Office, Equities, Analysis
Education
Adelphi University
Degree: Masters, Business Administration
Saint John's University
Degree: Bachelor of Science, Business
Madhan Soupramanien's Bear Stearns Experience January 2001 - April 2006
Job Software Engineer at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2013 - Present
Citigroup June 2006 - April 2013
Bear Stearns January 2001 - April 2006
Skills
Software Project..., Unix Shell Scripting, Perl, Unix, Software Development, Agile Methodologies, Testing, Java, XML, Requirements Analysis, IT Strategy, Enterprise Architecture, Databases, Microsoft SQL Server, TCP/IP, Integration, SQL, MySQL, SDLC, Sybase, Cloud Computing, Virtualization, Web Services, Solution Architecture, Enterprise Software, Business Intelligence, ITIL, Linux, Agile Project Management
Education
Griffith University 1996 — 1997
Master's degree, Management Information Systems, General
Annamalai University 1988 — 1992
BE, Computer Science
Deutsche Bank April 2013 - Present
Citigroup June 2006 - April 2013
Bear Stearns January 2001 - April 2006
Skills
Software Project..., Unix Shell Scripting, Perl, Unix, Software Development, Agile Methodologies, Testing, Java, XML, Requirements Analysis, IT Strategy, Enterprise Architecture, Databases, Microsoft SQL Server, TCP/IP, Integration, SQL, MySQL, SDLC, Sybase, Cloud Computing, Virtualization, Web Services, Solution Architecture, Enterprise Software, Business Intelligence, ITIL, Linux, Agile Project Management
Education
Griffith University 1996 — 1997
Master's degree, Management Information Systems, General
Annamalai University 1988 — 1992
BE, Computer Science
alan tarter's Bear Stearns Experience 1963 - 2009
Job
Industry
Experience
Bear Stearns 1963 - 2009
Education
Babson College 1960 — 1963
Master of Business Administration (MBA)
Bear Stearns 1963 - 2009
Education
Babson College 1960 — 1963
Master of Business Administration (MBA)
Christopher Sabo, CFA's Bear Stearns Experience May 2005 - August 2007
Job Portfolio Analyst at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management October 2014 - Present
Standish Mellon Asset Management December 2012 - October 2014
JPMorgan June 2010 - December 2012
Morgan Stanley Smith Barney May 2008 - August 2009
Bear Stearns May 2005 - August 2007
Skills
Series 7, Series 63
Education
Babson College 2006 — 2010
B.S., Finance, Entrepreneurship
Cushing Academy 2001 — 2004
Delbarton School 1998 — 2001
Standish Mellon Asset Management October 2014 - Present
Standish Mellon Asset Management December 2012 - October 2014
JPMorgan June 2010 - December 2012
Morgan Stanley Smith Barney May 2008 - August 2009
Bear Stearns May 2005 - August 2007
Skills
Series 7, Series 63
Education
Babson College 2006 — 2010
B.S., Finance, Entrepreneurship
Cushing Academy 2001 — 2004
Delbarton School 1998 — 2001
Nakiba Worley-Stemley's Bear Stearns Experience 2005 - 2007
Job ManagerMHAC Error Response Team at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase November 2010 - Present
JPMC February 2008 - November 2010
Bear Stearns 2005 - 2007
Education
Angelo State University 1992 — 1997
Bachelors, Finance
JP Morgan Chase November 2010 - Present
JPMC February 2008 - November 2010
Bear Stearns 2005 - 2007
Education
Angelo State University 1992 — 1997
Bachelors, Finance
Amie Reen's Bear Stearns Experience October 2000 - July 2001
Job 1st Grade Teaching Assistant at BFCCPS
Industry Primary/Secondary Education
Experience
BFCCPS August 2014 - Present
BFCCPS August 2010 - Present
BRCPS August 2008 - July 2010
Stifel Financial Corp. April 2005 - January 2007
Ryan Beck & Co. July 2002 - April 2005
Gruntal & Company July 2000 - July 2002
Bear Stearns October 2000 - July 2001
Leerink Swann March 2000 - October 2000
Skills
Teaching, Special Education, Classroom Management, Microsoft Office, Research, Public Speaking, Outlook, Strategic Planning
Education
American International College 2012 — 2014
Master's degree, Elementary Education and Teaching
University of Miami 1995 — 1999
Bachelor of Science, Broadcast Journalism and English Literature (Double Major)
BFCCPS August 2014 - Present
BFCCPS August 2010 - Present
BRCPS August 2008 - July 2010
Stifel Financial Corp. April 2005 - January 2007
Ryan Beck & Co. July 2002 - April 2005
Gruntal & Company July 2000 - July 2002
Bear Stearns October 2000 - July 2001
Leerink Swann March 2000 - October 2000
Skills
Teaching, Special Education, Classroom Management, Microsoft Office, Research, Public Speaking, Outlook, Strategic Planning
Education
American International College 2012 — 2014
Master's degree, Elementary Education and Teaching
University of Miami 1995 — 1999
Bachelor of Science, Broadcast Journalism and English Literature (Double Major)
Christine Stinton's Bear Stearns Experience November 1999 - February 2002
Job Dentist self employed
Industry Health, Wellness and Fitness
Experience
Dentist - self employed May 2006 - Present
Bear Stearns November 1999 - February 2002
Merrill Lynch May 1996 - November 1999
ING DIRECT May 1995 - May 1996
Skills
Team Building, Customer Service
Education
Albert Einstein College of Medicine of Yeshiva University 2006 — 2007
Dental Residency Programs
Temple University - Kornberg School of Dentistry 2002 — 2006
DMD, Dental
University of Delaware 1988 — 1992
Bachelor of Science (BSc), Business Administration and Management, General
Dentist - self employed May 2006 - Present
Bear Stearns November 1999 - February 2002
Merrill Lynch May 1996 - November 1999
ING DIRECT May 1995 - May 1996
Skills
Team Building, Customer Service
Education
Albert Einstein College of Medicine of Yeshiva University 2006 — 2007
Dental Residency Programs
Temple University - Kornberg School of Dentistry 2002 — 2006
DMD, Dental
University of Delaware 1988 — 1992
Bachelor of Science (BSc), Business Administration and Management, General
Karen Desantis's Bear Stearns Experience 1999 - 2004
Job IT Support at Misys Banking Systems
Industry Computer Software
Experience
Misys Banking Systems February 2008 - Present
Bear Stearns 1999 - 2004
Skills
Requirements Gathering, Agile Methodologies, Software Project..., Market Data, Requirements Analysis, Software Development, Back Office, SDLC, Business Analysis, Customer Support, Business Requirements, IT Management, Databases, Microsoft SQL Server, PMO, Banking, IT Strategy
Education
Ashford University 2009 — 2011
Associates, Business
Misys Banking Systems February 2008 - Present
Bear Stearns 1999 - 2004
Skills
Requirements Gathering, Agile Methodologies, Software Project..., Market Data, Requirements Analysis, Software Development, Back Office, SDLC, Business Analysis, Customer Support, Business Requirements, IT Management, Databases, Microsoft SQL Server, PMO, Banking, IT Strategy
Education
Ashford University 2009 — 2011
Associates, Business
Nagesh Adari's Bear Stearns Experience 2005 - 2007
Job JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2012 - Present
Bank of America Merrill Lynch April 2007 - January 2013
Bear Stearns 2005 - 2007
Education
Andhra University 1996 — 2000
BE, Electrical & Electronics
JPMorgan Chase October 2012 - Present
Bank of America Merrill Lynch April 2007 - January 2013
Bear Stearns 2005 - 2007
Education
Andhra University 1996 — 2000
BE, Electrical & Electronics
Jacob P. Levin's Bear Stearns Experience 2004 - 2006
Job Partner at The Ritz Lending Group
Industry Financial Services
Experience
The Ritz Lending Group December 2013 - Present
SL Capital, LLC 2012 - December 2013
BC Property Investments 2007 - 2012
SunTrust 2006 - 2007
Bear Stearns 2004 - 2006
Questor Management Company 2003 - 2005
Deutsche Bank Securities 1999 - 2001
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Investments, Equities, Corporate Finance, Financial Analysis, Mergers, Hedge Funds, Venture Capital, Capital Markets, Corporate Development, Portfolio Management, New Markets Tax Credits, Options, Acquisition Integration, Wealth Management, Start-ups, Banking, Loans, Capital Structure, Buyouts, Commercial Mortgages, Management Consulting, M, Leveraged Finance, LBO, Acquisitions, Derivatives
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Princeton University 1995 — 1999
Bachelor of Arts, History and Minor in Economics
Australian Graduate School of Management 2005 — 2005
MBA, International Finance, 3.8
INSEAD (SG) 2004 — 2004
Master of Business Administration (MBA), International Finance, 3.8
Phillips Academy - Andover 1991 — 1995
The Ritz Lending Group December 2013 - Present
SL Capital, LLC 2012 - December 2013
BC Property Investments 2007 - 2012
SunTrust 2006 - 2007
Bear Stearns 2004 - 2006
Questor Management Company 2003 - 2005
Deutsche Bank Securities 1999 - 2001
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Investments, Equities, Corporate Finance, Financial Analysis, Mergers, Hedge Funds, Venture Capital, Capital Markets, Corporate Development, Portfolio Management, New Markets Tax Credits, Options, Acquisition Integration, Wealth Management, Start-ups, Banking, Loans, Capital Structure, Buyouts, Commercial Mortgages, Management Consulting, M, Leveraged Finance, LBO, Acquisitions, Derivatives
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Princeton University 1995 — 1999
Bachelor of Arts, History and Minor in Economics
Australian Graduate School of Management 2005 — 2005
MBA, International Finance, 3.8
INSEAD (SG) 2004 — 2004
Master of Business Administration (MBA), International Finance, 3.8
Phillips Academy - Andover 1991 — 1995
Shivkumar Kathirvel's Bear Stearns Experience 1998 - 2008
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2008 - Present
Bear Stearns 1998 - 2008
AIG 1994 - 1998
Education
Anna University 1989 — 1992
MS, Computer Science
St Xavier's College 1986 — 1989
BS, Mathematics
J.P. Morgan June 2008 - Present
Bear Stearns 1998 - 2008
AIG 1994 - 1998
Education
Anna University 1989 — 1992
MS, Computer Science
St Xavier's College 1986 — 1989
BS, Mathematics
Onken Michael's Bear Stearns Experience 1997 - 1999
Job President, Bridge Marketing
Industry Electrical/Electronic Manufacturing
Experience
Bridge Marketing February 1999 - Present
Bear Stearns 1997 - 1999
Montgomery Securities 1994 - 1997
Education
Arizona State University 2000 — 2002
CPMR
Golden Gate University, School of Law 1989 — 1992
JD, Law
University of the Pacific 1985 — 1989
BA, Political Science
Bridge Marketing February 1999 - Present
Bear Stearns 1997 - 1999
Montgomery Securities 1994 - 1997
Education
Arizona State University 2000 — 2002
CPMR
Golden Gate University, School of Law 1989 — 1992
JD, Law
University of the Pacific 1985 — 1989
BA, Political Science
Don Cymbor's Bear Stearns Experience March 2003 - December 2006
Job Funeral Director
Industry Individual & Family Services
Experience
Bayonne Memorial Home January 2009 - Present
American Academy McAllister Institute of Funeral Service March 2010 - Present
Thanexus, Inc. April 2013 - Present
Goldman Sachs December 2006 - December 2008
Bear Stearns March 2003 - December 2006
Skills
Public Speaking, Coaching, Retirement Planning, Project Management, Selling, Financial Analysis, Customer Service, Teaching, Event Planning, Public Relations, Small Business
Education
American Academy McAllister Institute of Funeral Service 2009 — 2009
Associate in Occupational Studies, Funeral Service
Loyola University Maryland 1998 — 2002
Bachelor of Business Administration, Finance
Bayonne Memorial Home January 2009 - Present
American Academy McAllister Institute of Funeral Service March 2010 - Present
Thanexus, Inc. April 2013 - Present
Goldman Sachs December 2006 - December 2008
Bear Stearns March 2003 - December 2006
Skills
Public Speaking, Coaching, Retirement Planning, Project Management, Selling, Financial Analysis, Customer Service, Teaching, Event Planning, Public Relations, Small Business
Education
American Academy McAllister Institute of Funeral Service 2009 — 2009
Associate in Occupational Studies, Funeral Service
Loyola University Maryland 1998 — 2002
Bachelor of Business Administration, Finance
Ramakrishna Marivada's Bear Stearns Experience March 2006 - April 2007
Job Vice President at JPM Asset Management
Industry Financial Services
Experience
JPM Asset Management April 2007 - Present
Bear Stearns March 2006 - April 2007
Compuware Corporation June 2004 - February 2006
Palayekar Companies Inc(USA) November 2001 - May 2004
Skills
Sybase, Analysis, .NET, C#, Unit Testing, Design Specifications, Business Intelligence, Program Management, Technical Recruiting, Trading Systems, Linedata Compliance, Electronic Trading, Equity Trading, Trading System, IT Service Management, Weblogic Administration, Cognos, Crystal Reports, WPF, WCF, MVC, JavaScript, SQL, Microsoft SQL Server, Oracle, JIRA, Visual Studio
Education
Andhra University 1988 — 1992
Bachelor of Engineering (B.E.), Civil Engineering
Govt High School
JPM Asset Management April 2007 - Present
Bear Stearns March 2006 - April 2007
Compuware Corporation June 2004 - February 2006
Palayekar Companies Inc(USA) November 2001 - May 2004
Skills
Sybase, Analysis, .NET, C#, Unit Testing, Design Specifications, Business Intelligence, Program Management, Technical Recruiting, Trading Systems, Linedata Compliance, Electronic Trading, Equity Trading, Trading System, IT Service Management, Weblogic Administration, Cognos, Crystal Reports, WPF, WCF, MVC, JavaScript, SQL, Microsoft SQL Server, Oracle, JIRA, Visual Studio
Education
Andhra University 1988 — 1992
Bachelor of Engineering (B.E.), Civil Engineering
Govt High School
Derek Schaible's Bear Stearns Experience October 2004 - August 2007
Job Portfolio Manager Structured Products at Loews Corporation
Industry Financial Services
Experience
Loews Corporation October 2011 - Present
Loews Corporation September 2007 - October 2011
Bear Stearns October 2004 - August 2007
Skills
Residential Mortgages, Fixed Income, Asset Managment, Portfolio Management, Investments, Financial Analysis, Structured Finance, Capital Markets, MBS, Asset Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Arizona State University 2000 — 2004
BA, Mathematics, Economics
Loews Corporation October 2011 - Present
Loews Corporation September 2007 - October 2011
Bear Stearns October 2004 - August 2007
Skills
Residential Mortgages, Fixed Income, Asset Managment, Portfolio Management, Investments, Financial Analysis, Structured Finance, Capital Markets, MBS, Asset Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Arizona State University 2000 — 2004
BA, Mathematics, Economics
Aldrick Charles Jr's Bear Stearns Experience March 2007 - July 2010
Job Corporate Actions Specialist at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan March 2009 - Present
JPMorgan Chase September 2007 - November 2012
Bear Stearns March 2007 - July 2010
U.S. Clearing/ADP Clearing & Outsourcing Services, Inc March 2006 - March 2007
ADP January 2004 - March 2006
David Lerner Associates April 2003 - January 2004
Morgan Stanley Dean Witter November 2000 - March 2003
Skills
Bloomberg, Fixed Income, Corporate Actions, Securities, Middle Office, DTC, Mutual Funds, Bonds, Prime Brokerage, Global Custody, Hedge Funds, Banking
Education
American InterContinental University 2003 — 2005
Bachelors, Business Administration
American InterContinental University 2002 — 2005
Master of Business Administration, Accounting/Finance
J.P. Morgan March 2009 - Present
JPMorgan Chase September 2007 - November 2012
Bear Stearns March 2007 - July 2010
U.S. Clearing/ADP Clearing & Outsourcing Services, Inc March 2006 - March 2007
ADP January 2004 - March 2006
David Lerner Associates April 2003 - January 2004
Morgan Stanley Dean Witter November 2000 - March 2003
Skills
Bloomberg, Fixed Income, Corporate Actions, Securities, Middle Office, DTC, Mutual Funds, Bonds, Prime Brokerage, Global Custody, Hedge Funds, Banking
Education
American InterContinental University 2003 — 2005
Bachelors, Business Administration
American InterContinental University 2002 — 2005
Master of Business Administration, Accounting/Finance
Jennifer Gerold's Bear Stearns Experience 2001 - 2003
Job Private Equity and Investment Banking Professional
Industry Financial Services
Experience
Noble Life Science Partners 2014 - Present
MDR Healthcare and Technology LLC 2011 - 2014
Ziff Brothers Investments LLC 2010 - 2011
ThomasLloyd Capital LLC 2008 - 2009
Merrill Lynch 2006 - 2008
Credit Suisse 2004 - 2006
Bear Stearns 2001 - 2003
EY 1994 - 1999
Skills
Investment Banking, Due Diligence, Capital Markets, Corporate Finance, Mergers & Acquisitions, Business Valuation, Financial Modeling, Alternative Investments, Private Equity, Financial Advisory, Financial Statement..., Transaction Experience, Problem Solving, Project Management, High Analytical Skills, Equities, Finance, Strategy, Financial Analysis, Valuation, Investments
Education
The University of Chicago Booth School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Babson College 1990 — 1993
Bachelor of Science (BS), Accounting and Finance/Investments
Noble Life Science Partners 2014 - Present
MDR Healthcare and Technology LLC 2011 - 2014
Ziff Brothers Investments LLC 2010 - 2011
ThomasLloyd Capital LLC 2008 - 2009
Merrill Lynch 2006 - 2008
Credit Suisse 2004 - 2006
Bear Stearns 2001 - 2003
EY 1994 - 1999
Skills
Investment Banking, Due Diligence, Capital Markets, Corporate Finance, Mergers & Acquisitions, Business Valuation, Financial Modeling, Alternative Investments, Private Equity, Financial Advisory, Financial Statement..., Transaction Experience, Problem Solving, Project Management, High Analytical Skills, Equities, Finance, Strategy, Financial Analysis, Valuation, Investments
Education
The University of Chicago Booth School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Babson College 1990 — 1993
Bachelor of Science (BS), Accounting and Finance/Investments
Victoria McKenney-Johnson's Bear Stearns Experience March 2006 - January 2008
Job Investment Associate at The Zeist Company, LLC
Industry Investment Management
Experience
The Zeist Company, LLC April 2012 - Present
Dunlap Wealth Strategies Group August 2011 - March 2012
Nicholas Hoffman & Company March 2010 - July 2011
J.P. Morgan January 2008 - March 2010
Bear Stearns March 2006 - January 2008
Wilmington Trust January 2004 - March 2006
Balentine & Company, LLC February 2000 - January 2004
Federal Reserve Bank of Atlanta January 1998 - February 2000
Skills
Research, Asset/Portfolio..., Reporting & Analysis, Investment Policy..., Investment Committee..., Equities, Alternative Investments, Data Analysis, Operations Management, Investments, Asset Management
Education
Wesleyan College 2008 — 2010
Master of Business Administration (M.B.A.)
Mercer University - Stetson School of Business and Economics 2007 — 2008
Bachelor's Degree
Agnes Scott College 1996 — 1998
The Zeist Company, LLC April 2012 - Present
Dunlap Wealth Strategies Group August 2011 - March 2012
Nicholas Hoffman & Company March 2010 - July 2011
J.P. Morgan January 2008 - March 2010
Bear Stearns March 2006 - January 2008
Wilmington Trust January 2004 - March 2006
Balentine & Company, LLC February 2000 - January 2004
Federal Reserve Bank of Atlanta January 1998 - February 2000
Skills
Research, Asset/Portfolio..., Reporting & Analysis, Investment Policy..., Investment Committee..., Equities, Alternative Investments, Data Analysis, Operations Management, Investments, Asset Management
Education
Wesleyan College 2008 — 2010
Master of Business Administration (M.B.A.)
Mercer University - Stetson School of Business and Economics 2007 — 2008
Bachelor's Degree
Agnes Scott College 1996 — 1998
Jerry Yi Xiao's Bear Stearns Experience June 2006 - June 2008
Job Excutive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan June 2008 - Present
Bear Stearns June 2006 - June 2008
Morgan Stanley March 2004 - June 2006
RiskMetrics Group March 2000 - March 2004
Education
Princeton University 1994 — 1999
Doctor of Philosophy (Ph.D.), Physics
University of Chinese Academy of Sciences 1991 — 1994
Master’s Degree, Biophysics
University of Science and Technology of China 1986 — 1991
Bachelor's Degree, Dept of Modern Physics
JPMorgan June 2008 - Present
Bear Stearns June 2006 - June 2008
Morgan Stanley March 2004 - June 2006
RiskMetrics Group March 2000 - March 2004
Education
Princeton University 1994 — 1999
Doctor of Philosophy (Ph.D.), Physics
University of Chinese Academy of Sciences 1991 — 1994
Master’s Degree, Biophysics
University of Science and Technology of China 1986 — 1991
Bachelor's Degree, Dept of Modern Physics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS