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
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Bear Stearns Employees
Employee
Years
Job
Industry
Phil Mahoney Phil Mahoney's Bear Stearns Experience April 1998 - April 2000
Job Financial Advisor
Industry Investment Management
Experience
Plymouth Rock Financial August 2013 - Present
Cohasset School District August 2012 - August 2013
Wedbush Securities March 2009 - February 2012
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
United States Marine Corps May 1991 - December 2002
Wachovia Securities April 2000 - April 2002
Bear Stearns April 1998 - April 2000
Skills
Finance, Retirement Planning, Mutual Funds, Wealth Management, Estate Planning, Variable Annuities, Fixed Annuities, Life Insurance, Health Insurance, Equities, Fixed Income, Hedge Funds, Bloomberg, Series 7, Investments, Equity Trading, Securities, Trading, Strategic Planning, Series 63, Asset Management, Leadership, Alternative Investments
Education
Cornell University 1987 — 1991
Bachelor of Arts (B.A.), History
Plymouth Rock Financial August 2013 - Present
Cohasset School District August 2012 - August 2013
Wedbush Securities March 2009 - February 2012
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
United States Marine Corps May 1991 - December 2002
Wachovia Securities April 2000 - April 2002
Bear Stearns April 1998 - April 2000
Skills
Finance, Retirement Planning, Mutual Funds, Wealth Management, Estate Planning, Variable Annuities, Fixed Annuities, Life Insurance, Health Insurance, Equities, Fixed Income, Hedge Funds, Bloomberg, Series 7, Investments, Equity Trading, Securities, Trading, Strategic Planning, Series 63, Asset Management, Leadership, Alternative Investments
Education
Cornell University 1987 — 1991
Bachelor of Arts (B.A.), History
David Gillenwater David Gillenwater's Bear Stearns Experience February 2007 - June 2008
Job EDGE Intermediate Facilitator at BMO Financial Group
Industry Banking
Experience
BMO Financial Group September 2014 - Present
BMO Harris Bank July 2012 - Present
Bear Stearns February 2007 - June 2008
Option One Mortgage Corp 1998 - 2006
Skills
Mortgage Banking, Mortgage Lending, Sales, Credit, Strategic Planning, Coaching, Sales Management, Account Management, Banking, Loan Origination, New Business Development, Cold Calling, CRM, FHA financing, Selling, FHA, Refinance, Residential Mortgages, FHA Financing, Loans
Education
National-Louis University 2010 — 2012
Master in the art of Teaching, Education, 4.0
University of Illinois at Chicago 1995 — 1998
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Defense Language Institute 1993 — 1994
Russian Language and Literature
BMO Financial Group September 2014 - Present
BMO Harris Bank July 2012 - Present
Bear Stearns February 2007 - June 2008
Option One Mortgage Corp 1998 - 2006
Skills
Mortgage Banking, Mortgage Lending, Sales, Credit, Strategic Planning, Coaching, Sales Management, Account Management, Banking, Loan Origination, New Business Development, Cold Calling, CRM, FHA financing, Selling, FHA, Refinance, Residential Mortgages, FHA Financing, Loans
Education
National-Louis University 2010 — 2012
Master in the art of Teaching, Education, 4.0
University of Illinois at Chicago 1995 — 1998
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Defense Language Institute 1993 — 1994
Russian Language and Literature
Kelly (Plossl) Overton, PMP Kelly (Plossl) Overton, PMP's Bear Stearns Experience December 2004 - December 2005
Job Project Management
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Nordstrom July 2013 - Present
Be Present, Inc December 2011 - June 2013
Nordstrom October 2010 - January 2012
Northbound DGS 2009 - November 2011
Academy of Art University October 2006 - December 2009
UBS Investment Bank 2005 - 2006
Bear Stearns December 2004 - December 2005
Oppenheimer & Co. December 2004 - September 2005
Women and Minorities in Business at The Johnson School at Cornell University 1999 - 2003
Skills
SharePoint, Business Strategy, CRM, Lead Generation, Customer Service, Market Research, Recruiting, Merchandising, Direct Sales, Salesforce.com, PeopleSoft, Social Networking, Training, Marketing, Microsoft Excel, Data Analysis, Email Marketing, Product Marketing, Operations Management, Styling, Analytical Skills, People Skills, Financial Reporting, Financial Analysis, Sales Process, Writing, Consumer Goods, Restaurants, training and development, Fashion Buying, Project Management, Leadership, Management
Education
Cornell University 1999 — 2003
BA, Economics
Charles Schwab September 2015 - Present
Nordstrom July 2013 - Present
Be Present, Inc December 2011 - June 2013
Nordstrom October 2010 - January 2012
Northbound DGS 2009 - November 2011
Academy of Art University October 2006 - December 2009
UBS Investment Bank 2005 - 2006
Bear Stearns December 2004 - December 2005
Oppenheimer & Co. December 2004 - September 2005
Women and Minorities in Business at The Johnson School at Cornell University 1999 - 2003
Skills
SharePoint, Business Strategy, CRM, Lead Generation, Customer Service, Market Research, Recruiting, Merchandising, Direct Sales, Salesforce.com, PeopleSoft, Social Networking, Training, Marketing, Microsoft Excel, Data Analysis, Email Marketing, Product Marketing, Operations Management, Styling, Analytical Skills, People Skills, Financial Reporting, Financial Analysis, Sales Process, Writing, Consumer Goods, Restaurants, training and development, Fashion Buying, Project Management, Leadership, Management
Education
Cornell University 1999 — 2003
BA, Economics
Michele (Bifano) Miele Michele (Bifano) Miele's Bear Stearns Experience 1999 - 2001
Job Training Professional and Project Manager
Industry Hospital & Health Care
Experience
All-in-1-Help January 2007 - Present
Continuum Health Partners September 2001 - December 2006
Bear Stearns 1999 - 2001
Smith Barney 1997 - 1998
Lehman Brothers 1991 - 1997
Mobil Oil Corporation 1984 - 1986
Rockefeller University 1982 - 1984
New York Hospital 1980 - 1982
Skills
Teaching, Project Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Editing, Team Building, Change Management, Leadership, Organizational..., Access, Contract Management, Event Management, MS Project, Team Leadership, Public Relations, Human Resources, Research, System Administration, Insurance, Program Management, Healthcare, Public Speaking, Leadership Development, EHR, Time Management, Data Analysis, Management, Community Outreach, Healthcare Information..., Analysis, Databases, Process Improvement, Fundraising, Training, Government, Hospitals, Software Documentation, Process Scheduler, Project Planning, Policy, Coaching, Administration, Nonprofits, E-Learning, Epic Systems, Business Analysis
Education
CUNY Hostos Community College
Healthcare Information Technology (HCIT)
New York University 1998 — 2000
Certificate in Training & Organizational Development
Cornell University 1972 — 1975
Biology
All-in-1-Help January 2007 - Present
Continuum Health Partners September 2001 - December 2006
Bear Stearns 1999 - 2001
Smith Barney 1997 - 1998
Lehman Brothers 1991 - 1997
Mobil Oil Corporation 1984 - 1986
Rockefeller University 1982 - 1984
New York Hospital 1980 - 1982
Skills
Teaching, Project Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Editing, Team Building, Change Management, Leadership, Organizational..., Access, Contract Management, Event Management, MS Project, Team Leadership, Public Relations, Human Resources, Research, System Administration, Insurance, Program Management, Healthcare, Public Speaking, Leadership Development, EHR, Time Management, Data Analysis, Management, Community Outreach, Healthcare Information..., Analysis, Databases, Process Improvement, Fundraising, Training, Government, Hospitals, Software Documentation, Process Scheduler, Project Planning, Policy, Coaching, Administration, Nonprofits, E-Learning, Epic Systems, Business Analysis
Education
CUNY Hostos Community College
Healthcare Information Technology (HCIT)
New York University 1998 — 2000
Certificate in Training & Organizational Development
Cornell University 1972 — 1975
Biology
Elizabeth (Dee) Romani Elizabeth (Dee) Romani's Bear Stearns Experience June 1995 - September 2004
Job Sr. Compliance Specialist/Paralegal/Assistant Corporate Secretary at GAB Robins Group of Companies
Industry Insurance
Experience
GAB Robins Group of Companies November 2007 - Present
White Meadow Lake 1997 - 2013
GAB Robins Group of Companies September 2004 - November 2007
Bear Stearns June 1995 - September 2004
IBM 1985 - 1990
Irvin Simon Photographers 1980 - 1983
PCA International 1977 - 1980
Skills
Corporate Governance, Litigation Management, Corporate Law, Insurance, Licensing, Litigation, Legal Research, Insurance Law, Claim, Risk Management, Legal Compliance, Contract Negotiation, Due Diligence, Westlaw, Reinsurance, Mergers & Acquisitions, Employment Law, Legal Assistance, Company Secretarial Work, Securities, Document Drafting, Commercial Litigation, Contract Management, Mediation, Workers Compensation, Intellectual Property, Policy, Civil Litigation, Claims Management, Litigation Support, Legal Writing, Arbitration, Trademarks, Legal Liability, Privacy Law, Dispute Resolution, Claim Investigation, Company Secretarial, Pet Sitting
Education
County College of Morris
AA, Liberal Arts/Humanities
Horizon Institute of Paralegal Studies
Honors, Paralegal
Fashion Institute of Technology
Photography/Marketing
St. Edmund HS
St. Mark Grade School
GAB Robins Group of Companies November 2007 - Present
White Meadow Lake 1997 - 2013
GAB Robins Group of Companies September 2004 - November 2007
Bear Stearns June 1995 - September 2004
IBM 1985 - 1990
Irvin Simon Photographers 1980 - 1983
PCA International 1977 - 1980
Skills
Corporate Governance, Litigation Management, Corporate Law, Insurance, Licensing, Litigation, Legal Research, Insurance Law, Claim, Risk Management, Legal Compliance, Contract Negotiation, Due Diligence, Westlaw, Reinsurance, Mergers & Acquisitions, Employment Law, Legal Assistance, Company Secretarial Work, Securities, Document Drafting, Commercial Litigation, Contract Management, Mediation, Workers Compensation, Intellectual Property, Policy, Civil Litigation, Claims Management, Litigation Support, Legal Writing, Arbitration, Trademarks, Legal Liability, Privacy Law, Dispute Resolution, Claim Investigation, Company Secretarial, Pet Sitting
Education
County College of Morris
AA, Liberal Arts/Humanities
Horizon Institute of Paralegal Studies
Honors, Paralegal
Fashion Institute of Technology
Photography/Marketing
St. Edmund HS
St. Mark Grade School
Katherine Bosch Katherine Bosch's Bear Stearns Experience 2007 - 2007
Job University Programs Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2014 - Present
Robert H. Smith School of Business, University of Maryland January 2015 - Present
Grant Thornton LLP March 2011 - January 2015
Morgan Stanley February 2010 - February 2011
Morgan Stanley Smith Barney June 2008 - February 2010
Morgan Stanley Smith Barney January 2009 - December 2009
Bear Stearns 2007 - 2007
Skills
Recruiting, Employee Relations, Human Resources, Applicant Tracking..., College Recruiting, Social Media, Training, Personnel Management, Leadership, Management
Education
Cornell University 2004 — 2008
BS, Industrial and Labor Relations
Grant Thornton LLP August 2014 - Present
Robert H. Smith School of Business, University of Maryland January 2015 - Present
Grant Thornton LLP March 2011 - January 2015
Morgan Stanley February 2010 - February 2011
Morgan Stanley Smith Barney June 2008 - February 2010
Morgan Stanley Smith Barney January 2009 - December 2009
Bear Stearns 2007 - 2007
Skills
Recruiting, Employee Relations, Human Resources, Applicant Tracking..., College Recruiting, Social Media, Training, Personnel Management, Leadership, Management
Education
Cornell University 2004 — 2008
BS, Industrial and Labor Relations
Jennifer Childe, CFA CPA Jennifer Childe, CFA CPA's Bear Stearns Experience 1997 - 2008
Job Investor Relations Professional
Industry Telecommunications
Experience
Gogo November 2013 - June 2014
Corro-Shield Industries 2012 - 2013
Connie's Naturals 2009 - 2012
Credit Suisse 2008 - 2009
Bear Stearns 1997 - 2008
Skills
Investor Relations, Equities, Finance, Financial Reporting, Forecasting, Accounting, Mergers & Acquisitions, Corporate Finance, Managerial Finance, Financial Analysis, Financial Management, Restructuring, Financial Modeling, Private Equity, Cash Management, Due Diligence, Valuation
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance & Accounting
Cornell University
Bachelor of Arts (BA), International Economics
Gogo November 2013 - June 2014
Corro-Shield Industries 2012 - 2013
Connie's Naturals 2009 - 2012
Credit Suisse 2008 - 2009
Bear Stearns 1997 - 2008
Skills
Investor Relations, Equities, Finance, Financial Reporting, Forecasting, Accounting, Mergers & Acquisitions, Corporate Finance, Managerial Finance, Financial Analysis, Financial Management, Restructuring, Financial Modeling, Private Equity, Cash Management, Due Diligence, Valuation
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance & Accounting
Cornell University
Bachelor of Arts (BA), International Economics
Donovan Drake Donovan Drake's Bear Stearns Experience September 2006 - November 2007
Job QA Engineer at Networks In Motion
Industry Computer Software
Experience
Networks In Motion November 2007 - February 2012
Bear Stearns September 2006 - November 2007
Cypress College August 2001 - June 2006
Skills
Software Quality..., Testing, Android, Agile Methodologies, Test Planning, Mobile Applications, Test Automation, Scrum, Quality Assurance, Mobile Devices, Software Development, Python, Java, SDLC, Unix, Dental Care, Hygiene
Education
Cypress College
Liberal Arts
University of California, Irvine
BA, Economics
Networks In Motion November 2007 - February 2012
Bear Stearns September 2006 - November 2007
Cypress College August 2001 - June 2006
Skills
Software Quality..., Testing, Android, Agile Methodologies, Test Planning, Mobile Applications, Test Automation, Scrum, Quality Assurance, Mobile Devices, Software Development, Python, Java, SDLC, Unix, Dental Care, Hygiene
Education
Cypress College
Liberal Arts
University of California, Irvine
BA, Economics
Bob Welter Bob Welter's Bear Stearns Experience September 1999 - March 2001
Job Co Owner at Suncoast Pilates and personal Training
Industry Information Technology and Services
Experience
Cognizant Technology Solutions January 2014 - Present
Suncoast Pilates and personal Training January 2001 - Present
HealthPlan Services April 2013 - September 2013
Pinellas County Government July 2011 - April 2013
T3 Technologies June 2010 - April 2011
Veredus May 2008 - May 2010
SUNCOAST PILATES September 2007 - May 2008
JPMorgan Chase April 2001 - August 2007
Bear Stearns September 1999 - March 2001
BEAR STEARNS INC September 1999 - March 2001
Skills
Fileaid, VSAM, CICS, SQL, SQL Server, TSO, JCL, Documentation, Business Analysis, COBOL, Testing, Analysis, Windows, JavaScript, Application Development, SDLC, Data Modeling, Programming, Databases, Problem Solving, Microsoft Office, Process Improvement, MS Project, HTML, Troubleshooting, Integration, Quality Assurance, Visual Studio, Change Management, XML, Software Development, Customer Relations, Access, .NET, Requirements Analysis, Crystal Reports, Strategic Planning, Business Intelligence, MySQL, PL/SQL, Mainframe, Microsoft SQL Server, Windows Server, DB2, SharePoint, Requirements Gathering, Visio, Quality Center, Software Project..., Program Management
Education
County College of Morris 1975 — 1976
Diploma, Computer Science
Thomas Edison State College
Diploma
Cognizant Technology Solutions January 2014 - Present
Suncoast Pilates and personal Training January 2001 - Present
HealthPlan Services April 2013 - September 2013
Pinellas County Government July 2011 - April 2013
T3 Technologies June 2010 - April 2011
Veredus May 2008 - May 2010
SUNCOAST PILATES September 2007 - May 2008
JPMorgan Chase April 2001 - August 2007
Bear Stearns September 1999 - March 2001
BEAR STEARNS INC September 1999 - March 2001
Skills
Fileaid, VSAM, CICS, SQL, SQL Server, TSO, JCL, Documentation, Business Analysis, COBOL, Testing, Analysis, Windows, JavaScript, Application Development, SDLC, Data Modeling, Programming, Databases, Problem Solving, Microsoft Office, Process Improvement, MS Project, HTML, Troubleshooting, Integration, Quality Assurance, Visual Studio, Change Management, XML, Software Development, Customer Relations, Access, .NET, Requirements Analysis, Crystal Reports, Strategic Planning, Business Intelligence, MySQL, PL/SQL, Mainframe, Microsoft SQL Server, Windows Server, DB2, SharePoint, Requirements Gathering, Visio, Quality Center, Software Project..., Program Management
Education
County College of Morris 1975 — 1976
Diploma, Computer Science
Thomas Edison State College
Diploma
Robert LaFleur Robert LaFleur's Bear Stearns Experience July 1996 - October 2001
Job Managing Director at JMP Securities
Industry Financial Services
Experience
JMP Securities December 2013 - Present
Cantor Fitzgerald November 2011 - November 2013
Rodman & Renshaw (via its acquisition of Hudson Securities) April 2010 - September 2011
Susquehanna International Group September 2004 - February 2010
Deutsche Bank September 2002 - September 2004
Cornell University School of Hotel Administration January 2002 - May 2002
Bear Stearns July 1996 - October 2001
PKF Consulting July 1992 - July 1996
The Plaza Hotel July 1989 - July 1992
Walt Disney World May 1988 - July 1989
Skills
Series 7, Resorts, Valuation, Finance, Leisure, Budgets, Capital Markets, Investments, Hotels, Feasibility Studies, Restaurants, Real Estate, Equity Research, Equities, Asset Management, Hospitality Industry, Forecasting, Financial Modeling, Investment Banking, Due Diligence
Education
New York University 1992 — 1996
Master of Science, Real Estate Finance
Cornell University 1984 — 1988
Bachelor of Science, Hotel Administration
JMP Securities December 2013 - Present
Cantor Fitzgerald November 2011 - November 2013
Rodman & Renshaw (via its acquisition of Hudson Securities) April 2010 - September 2011
Susquehanna International Group September 2004 - February 2010
Deutsche Bank September 2002 - September 2004
Cornell University School of Hotel Administration January 2002 - May 2002
Bear Stearns July 1996 - October 2001
PKF Consulting July 1992 - July 1996
The Plaza Hotel July 1989 - July 1992
Walt Disney World May 1988 - July 1989
Skills
Series 7, Resorts, Valuation, Finance, Leisure, Budgets, Capital Markets, Investments, Hotels, Feasibility Studies, Restaurants, Real Estate, Equity Research, Equities, Asset Management, Hospitality Industry, Forecasting, Financial Modeling, Investment Banking, Due Diligence
Education
New York University 1992 — 1996
Master of Science, Real Estate Finance
Cornell University 1984 — 1988
Bachelor of Science, Hotel Administration
Gautam Ranji Gautam Ranji's Bear Stearns Experience August 1997 - September 1999
Job Senior Media Executive
Industry Publishing
Experience
Hearst Magazines June 2012 - Present
Dun & Bradstreet August 2010 - May 2012
Independent Consulting January 2010 - July 2010
MTV Networks June 2005 - June 2009
Viacom January 2001 - June 2005
Online Retail Partners February 2000 - December 2000
Lehman Brothers October 1999 - January 2000
Bear Stearns August 1997 - September 1999
Skills
Strategic Partnerships, Mergers & Acquisitions, Corporate Development, Business Strategy, Business Development, Joint Ventures, Mergers, Strategy, Divestitures, Negotiation, Management Consulting, Restructuring, Licensing, P&L Management, International Business
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Accounting
Dartmouth College 1987 — 1991
BA, Economics
Hearst Magazines June 2012 - Present
Dun & Bradstreet August 2010 - May 2012
Independent Consulting January 2010 - July 2010
MTV Networks June 2005 - June 2009
Viacom January 2001 - June 2005
Online Retail Partners February 2000 - December 2000
Lehman Brothers October 1999 - January 2000
Bear Stearns August 1997 - September 1999
Skills
Strategic Partnerships, Mergers & Acquisitions, Corporate Development, Business Strategy, Business Development, Joint Ventures, Mergers, Strategy, Divestitures, Negotiation, Management Consulting, Restructuring, Licensing, P&L Management, International Business
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Accounting
Dartmouth College 1987 — 1991
BA, Economics
Sondra Ivey Sondra Ivey's Bear Stearns Experience February 2005 - January 2008
Job Global Client Service Manager at Agile 1
Industry Staffing and Recruiting
Experience
Agile 1 July 2011 - Present
Agile 1 February 2008 - August 2010
Bear Stearns February 2005 - January 2008
New Jersey Orators 2001 - 2001
Skills
Executive Search, Account Management, Sourcing, New Business Development, Project Management, Project Plans/Project..., Client Consulting/Needs..., Customer Engagement..., Data Analytics, Corporate and Employee..., International Program..., Business Discovery, Consulting, Data Analytic, Human Resources, Microsoft Office, Process Improvement, Program Management, Talent Management, Temporary Staffing, Training, Vendor Management, Management, Employee Relations, Performance Management
Education
Delaware State University 2001 — 2003
Bachelor of Science (BS), Accounting
Post University 1998 — 2000
Accounting
Agile 1 July 2011 - Present
Agile 1 February 2008 - August 2010
Bear Stearns February 2005 - January 2008
New Jersey Orators 2001 - 2001
Skills
Executive Search, Account Management, Sourcing, New Business Development, Project Management, Project Plans/Project..., Client Consulting/Needs..., Customer Engagement..., Data Analytics, Corporate and Employee..., International Program..., Business Discovery, Consulting, Data Analytic, Human Resources, Microsoft Office, Process Improvement, Program Management, Talent Management, Temporary Staffing, Training, Vendor Management, Management, Employee Relations, Performance Management
Education
Delaware State University 2001 — 2003
Bachelor of Science (BS), Accounting
Post University 1998 — 2000
Accounting
Sergey Bushuev | MBA Sergey Bushuev | MBA's Bear Stearns Experience August 2002 - July 2003
Job Manager at Capital One
Industry Financial Services
Experience
Capital One January 2015 - Present
Citigroup July 2003 - January 2015
Bear Stearns August 2002 - July 2003
Skills
Relationship Management, Sales, Credit Underwriting, New Business Development, Group Presentations, Staff Development, Coaching, Strategy Development, Training Delivery, Investment Products, Retirement Solutions, FINRA Series 6, FINRA Series 63, Credit, Investments, Banking, Business Strategy, Series 63, Financial Analysis, Consultative Selling, Cash Flow Management, Private Banking, Onboarding, Strategic Consulting, Management Consulting, Underwriting
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Management and Strategy
University of the Pacific 1999 — 2001
BS, Business Administration / Finance
St. Francis College 1997 — 1999
General Studies
Capital One January 2015 - Present
Citigroup July 2003 - January 2015
Bear Stearns August 2002 - July 2003
Skills
Relationship Management, Sales, Credit Underwriting, New Business Development, Group Presentations, Staff Development, Coaching, Strategy Development, Training Delivery, Investment Products, Retirement Solutions, FINRA Series 6, FINRA Series 63, Credit, Investments, Banking, Business Strategy, Series 63, Financial Analysis, Consultative Selling, Cash Flow Management, Private Banking, Onboarding, Strategic Consulting, Management Consulting, Underwriting
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Management and Strategy
University of the Pacific 1999 — 2001
BS, Business Administration / Finance
St. Francis College 1997 — 1999
General Studies
Peter Shiftouri Peter Shiftouri's Bear Stearns Experience April 2004 - June 2005
Job Consultant, Fixed Income Analytics at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2014 - Present
Orion Asset Management August 2011 - Present
ICAP 2008 - 2011
Credit Suisse May 2005 - April 2007
Bear Stearns April 2004 - June 2005
Skills
C++, Trading, Fixed Income, C#, Java, Algorithms, Options, VBA, Matlab, ASP.NET, Trading Systems, Market Data, Financial Modeling, Alternative Investments
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Valuations, Portfolio Theory, New Ventures
Rutgers Graduate Business School 2011 — 2013
Masters in Quantitative Finance, Financial Mathematics, volatility arbitrage, mean variance optimization, factor models
Columbia U 2007 — 2009
Math and Computer Science
JPMorgan Chase & Co. August 2014 - Present
Orion Asset Management August 2011 - Present
ICAP 2008 - 2011
Credit Suisse May 2005 - April 2007
Bear Stearns April 2004 - June 2005
Skills
C++, Trading, Fixed Income, C#, Java, Algorithms, Options, VBA, Matlab, ASP.NET, Trading Systems, Market Data, Financial Modeling, Alternative Investments
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Valuations, Portfolio Theory, New Ventures
Rutgers Graduate Business School 2011 — 2013
Masters in Quantitative Finance, Financial Mathematics, volatility arbitrage, mean variance optimization, factor models
Columbia U 2007 — 2009
Math and Computer Science
Ray Potter Ray Potter's Bear Stearns Experience 1994 - 1995
Job Managing Partner at R3 Funding
Industry Financial Services
Experience
R3 Funding October 2012 - Present
Hodes Weill & Associates 2009 - 2012
Credit Suisse First Boston 2007 - 2009
Countrywide 2005 - 2007
Eurohypo AG 2002 - 2005
Credit Suisse/ Donaldson, Lufkin & Jenrette 1995 - 2002
Bear Stearns 1994 - 1995
Chase Manhattan 1992 - 1994
Skills
CMBS, Capital Markets, Valuation, Securitization, Structured Finance, Mezzanine, Real Estate Economics, Asset Managment, Investments, Real Estate, Commercial Real Estate, Due Diligence, Loans, Credit
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Cornell University
B.S, Applied Economics and Business Management
R3 Funding October 2012 - Present
Hodes Weill & Associates 2009 - 2012
Credit Suisse First Boston 2007 - 2009
Countrywide 2005 - 2007
Eurohypo AG 2002 - 2005
Credit Suisse/ Donaldson, Lufkin & Jenrette 1995 - 2002
Bear Stearns 1994 - 1995
Chase Manhattan 1992 - 1994
Skills
CMBS, Capital Markets, Valuation, Securitization, Structured Finance, Mezzanine, Real Estate Economics, Asset Managment, Investments, Real Estate, Commercial Real Estate, Due Diligence, Loans, Credit
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Cornell University
B.S, Applied Economics and Business Management
Sowmya Kypa Sowmya Kypa's Bear Stearns Experience August 2007 - July 2008
Job Contractor at The Boston Consulting Group
Industry Public Policy
Experience
The Boston Consulting Group April 2015 - Present
Navigant April 2014 - November 2014
ISS Institutional Shareholder Services February 2013 - August 2013
Indiana University School of Public and Environmental Affairs September 2011 - May 2012
Indiana University School of Public and Environmental Affairs January 2011 - May 2011
Bear Stearns August 2007 - July 2008
FGIC August 2007 - July 2008
Dartmouth College 2004 - 2006
Skills
Research, Writing, Policy Analysis, Stata, Microsoft Excel, PowerPoint, Economics, Public Policy, Public Finance, Program Evaluation, Benefit Cost Analysis, Statistical Modeling, Public Speaking, Microsoft Office, Microsoft Publisher
Education
Indiana University Bloomington 2010 — 2012
Master of Public Affairs (MPA), Policy Analysis
Dartmouth College 2002 — 2006
Bachelor of Arts (BA), Economics
The Boston Consulting Group April 2015 - Present
Navigant April 2014 - November 2014
ISS Institutional Shareholder Services February 2013 - August 2013
Indiana University School of Public and Environmental Affairs September 2011 - May 2012
Indiana University School of Public and Environmental Affairs January 2011 - May 2011
Bear Stearns August 2007 - July 2008
FGIC August 2007 - July 2008
Dartmouth College 2004 - 2006
Skills
Research, Writing, Policy Analysis, Stata, Microsoft Excel, PowerPoint, Economics, Public Policy, Public Finance, Program Evaluation, Benefit Cost Analysis, Statistical Modeling, Public Speaking, Microsoft Office, Microsoft Publisher
Education
Indiana University Bloomington 2010 — 2012
Master of Public Affairs (MPA), Policy Analysis
Dartmouth College 2002 — 2006
Bachelor of Arts (BA), Economics
Brandon Young Brandon Young's Bear Stearns Experience April 2005 - February 2007
Job Chief Financial Officer at ABR Reinsurance Captial Holdings Ltd.
Industry Insurance
Experience
ACE Group August 2014 - March 2015
Southport Re, LLC June 2013 - March 2014
ACE Group February 2007 - May 2013
Bear Stearns April 2005 - February 2007
Marsh Inc. and MMC Securities Corp. June 1995 - March 2005
Skills
Equity Research, Corporate Development, Risk Management, Insurance, Underwriting, Financial Modeling, Valuation, Mergers & Acquisitions, Capital Markets, Portfolio Management, Financial Analysis, Reinsurance, Financial Risk, Investments, Strategy, Corporate Finance, Due Diligence, Financial Services, Alternative Investments, Equities, Private Equity, Investment Banking, Asset Management, Finance
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, Economics, International Business
The London School of Economics and Political Science (LSE) 1999 — 1999
MBA exchange student - M.S. International Management Program
Dartmouth College 1991 — 1995
Bachelor of Arts (BA), Government
ACE Group August 2014 - March 2015
Southport Re, LLC June 2013 - March 2014
ACE Group February 2007 - May 2013
Bear Stearns April 2005 - February 2007
Marsh Inc. and MMC Securities Corp. June 1995 - March 2005
Skills
Equity Research, Corporate Development, Risk Management, Insurance, Underwriting, Financial Modeling, Valuation, Mergers & Acquisitions, Capital Markets, Portfolio Management, Financial Analysis, Reinsurance, Financial Risk, Investments, Strategy, Corporate Finance, Due Diligence, Financial Services, Alternative Investments, Equities, Private Equity, Investment Banking, Asset Management, Finance
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, Economics, International Business
The London School of Economics and Political Science (LSE) 1999 — 1999
MBA exchange student - M.S. International Management Program
Dartmouth College 1991 — 1995
Bachelor of Arts (BA), Government
John MacDonald John MacDonald's Bear Stearns Experience 1992 - 1996
Job Managing Partner at Tungsten Corporate Advisors, LLC
Industry Investment Banking
Experience
Updata Advisors / Signal Hill Capital Group 2002 - 2013
Lehman Brothers 1996 - 2001
Bear Stearns 1992 - 1996
Salomon Brothers 1987 - 1992
Eastman Kodak 1900 - 1900
Skills
Corporate Finance, Private Equity, Investment Banking, M&A experience, Valuation, SaaS, Mergers & Acquisitions, Venture Capital, Strategy, Management, Business Strategy, Corporate Development
Education
Cornell University
BS
University of Rochester - William E. Simon Graduate School of Business Administration
MBA
Updata Advisors / Signal Hill Capital Group 2002 - 2013
Lehman Brothers 1996 - 2001
Bear Stearns 1992 - 1996
Salomon Brothers 1987 - 1992
Eastman Kodak 1900 - 1900
Skills
Corporate Finance, Private Equity, Investment Banking, M&A experience, Valuation, SaaS, Mergers & Acquisitions, Venture Capital, Strategy, Management, Business Strategy, Corporate Development
Education
Cornell University
BS
University of Rochester - William E. Simon Graduate School of Business Administration
MBA
Neville Nagarwalla Neville Nagarwalla's Bear Stearns Experience 2006 - 2008
Job .
Industry Capital Markets
Experience
Bank of America 2009 - July 2013
Bear Stearns 2006 - 2008
Lehman Brothers 1997 - 2006
Skills
Credit Derivatives, Fixed Income, Derivatives, Capital Markets, Financial Structuring, Interest Rate..., Structured Products, Equity Derivatives, Hedge Funds, Trading, Structured Finance, Alternative Investments, Equities, Investment Banking, High Yield, MBS, CDS, Portfolio Management, Bonds, Market Risk, CDO, Credit Risk, Bloomberg, Electronic Trading, Asset Management, Proprietary Trading, Securities
Education
Cornell University 1985 — 1991
PhD, Operations Research
Indian Institute of Technology, Bombay 1981 — 1985
BTech, Civil Engg.
Bank of America 2009 - July 2013
Bear Stearns 2006 - 2008
Lehman Brothers 1997 - 2006
Skills
Credit Derivatives, Fixed Income, Derivatives, Capital Markets, Financial Structuring, Interest Rate..., Structured Products, Equity Derivatives, Hedge Funds, Trading, Structured Finance, Alternative Investments, Equities, Investment Banking, High Yield, MBS, CDS, Portfolio Management, Bonds, Market Risk, CDO, Credit Risk, Bloomberg, Electronic Trading, Asset Management, Proprietary Trading, Securities
Education
Cornell University 1985 — 1991
PhD, Operations Research
Indian Institute of Technology, Bombay 1981 — 1985
BTech, Civil Engg.
Lynnette Duenas Lynnette Duenas's Bear Stearns Experience August 2003 - May 2006
Job Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard July 2013 - January 2015
SC Johnson May 2012 - August 2012
Management Leadership for Tomorrow February 2010 - July 2011
Citco Fund Services December 2006 - October 2010
Citco Fund Services 2010 - 2010
Citigroup May 2006 - November 2006
Bear Stearns August 2003 - May 2006
JP Morgan Chase 2000 - 2001
Skills
Fixed Income, Cross-functional Team..., Equities, Derivatives, Strategy, Hedge Funds, Leadership, Bloomberg, Marketing, Portfolio Management, Finance, Financial Services, Analysis, Management, Emerging Markets
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Marketing and Finance
Johnson Trek in India 2011 — 2011
International Management
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Management, Legal Studies and Ethics, Latin American Studies
St. Francis Preparatory High School 1995 — 1999
Vanguard January 2015 - Present
Vanguard July 2013 - January 2015
SC Johnson May 2012 - August 2012
Management Leadership for Tomorrow February 2010 - July 2011
Citco Fund Services December 2006 - October 2010
Citco Fund Services 2010 - 2010
Citigroup May 2006 - November 2006
Bear Stearns August 2003 - May 2006
JP Morgan Chase 2000 - 2001
Skills
Fixed Income, Cross-functional Team..., Equities, Derivatives, Strategy, Hedge Funds, Leadership, Bloomberg, Marketing, Portfolio Management, Finance, Financial Services, Analysis, Management, Emerging Markets
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Marketing and Finance
Johnson Trek in India 2011 — 2011
International Management
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Management, Legal Studies and Ethics, Latin American Studies
St. Francis Preparatory High School 1995 — 1999
Robert Wu Robert Wu's Bear Stearns Experience July 2006 - June 2008
Job Investor at Flexis Capital
Industry Venture Capital & Private Equity
Experience
Total Outdoor 2013 - Present
Flexis Capital 2011 - Present
National Basketball Association 2010 - 2011
Quadrangle Group 2008 - 2010
Bear Stearns July 2006 - June 2008
Education
Cornell University 2002 — 2006
B.S., Applied Economics and Management
Total Outdoor 2013 - Present
Flexis Capital 2011 - Present
National Basketball Association 2010 - 2011
Quadrangle Group 2008 - 2010
Bear Stearns July 2006 - June 2008
Education
Cornell University 2002 — 2006
B.S., Applied Economics and Management
Chris Burnett Chris Burnett's Bear Stearns Experience July 2001 - May 2008
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns July 2001 - May 2008
Education
Dartmouth College 1997 — 2001
BA, Economics
JPMorgan Chase June 2008 - Present
Bear Stearns July 2001 - May 2008
Education
Dartmouth College 1997 — 2001
BA, Economics
Mary Bastian Mary Bastian's Bear Stearns Experience March 2005 - August 2007
Job Principal Loan Coordinator at Capital One
Industry Financial Services
Experience
Capital One September 2007 - Present
Bear Stearns March 2005 - August 2007
Wilmington Finance March 2004 - March 2005
Atlantic FCU / Citadel FCU March 2000 - March 2004
Skills
PA Notary, Certified Closing Agent, Senior Loan Processor, Loans, Loan Servicing, Home Equity Loans, Mortgage Lending, Credit, Mortgage Banking, Banking, Loan Origination, Refinance, Residential Mortgages
Education
Delaware County Community College 2001 — 2002
Real Estate License
Delaware County Community College 1994 — 1996
Associate's degree, English Major // Art Minor
Upper Darby High School 1989 — 1993
Capital One September 2007 - Present
Bear Stearns March 2005 - August 2007
Wilmington Finance March 2004 - March 2005
Atlantic FCU / Citadel FCU March 2000 - March 2004
Skills
PA Notary, Certified Closing Agent, Senior Loan Processor, Loans, Loan Servicing, Home Equity Loans, Mortgage Lending, Credit, Mortgage Banking, Banking, Loan Origination, Refinance, Residential Mortgages
Education
Delaware County Community College 2001 — 2002
Real Estate License
Delaware County Community College 1994 — 1996
Associate's degree, English Major // Art Minor
Upper Darby High School 1989 — 1993
Sue Caplan Sue Caplan's Bear Stearns Experience 1991 - 2006
Job Financial Advisor, Vice President at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management September 2007 - Present
Neuberger Berman September 2006 - September 2007
Bear Stearns 1991 - 2006
Martin Simpson & Company 1986 - 1991
Tandem Computers 1979 - 1986
Skills
Wealth Management, Wealth Accumulation, Wealth Preservation..., Financial Advisory, Investment Advisory, Multi-generational..., Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 7
Education
Cornell University 1973 — 1977
BA, Theoretical Mathematics
Bernstein Global Wealth Management September 2007 - Present
Neuberger Berman September 2006 - September 2007
Bear Stearns 1991 - 2006
Martin Simpson & Company 1986 - 1991
Tandem Computers 1979 - 1986
Skills
Wealth Management, Wealth Accumulation, Wealth Preservation..., Financial Advisory, Investment Advisory, Multi-generational..., Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 7
Education
Cornell University 1973 — 1977
BA, Theoretical Mathematics
Celeste Griffin-Churchill's Bear Stearns Experience June 2007 - June 2008
Job JDMBA Candidate at Kellogg School of Management & Northwestern School of Law
Industry Sports
Experience
NASCAR June 2014 - August 2014
TD Securities October 2011 - June 2012
TD Securities November 2009 - October 2011
TradingScreen Inc. June 2008 - November 2009
Bear Stearns June 2007 - June 2008
Skills
Fixed Income, Capital Markets, Bloomberg, Options, Electronic Trading, Swaps, Sales, Treasury, Derivatives, Rates, Equities, Investment Banking, Hedge Funds, Financial Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA)
Northwestern University School of Law 2012 — 2015
Juris Doctor (JD)
Dartmouth College 2003 — 2007
Bachelor's degree, History, Economics
NASCAR June 2014 - August 2014
TD Securities October 2011 - June 2012
TD Securities November 2009 - October 2011
TradingScreen Inc. June 2008 - November 2009
Bear Stearns June 2007 - June 2008
Skills
Fixed Income, Capital Markets, Bloomberg, Options, Electronic Trading, Swaps, Sales, Treasury, Derivatives, Rates, Equities, Investment Banking, Hedge Funds, Financial Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA)
Northwestern University School of Law 2012 — 2015
Juris Doctor (JD)
Dartmouth College 2003 — 2007
Bachelor's degree, History, Economics
Bo Bazylevsky's Bear Stearns Experience June 1993 - August 1997
Job CoFounder, Zya ; Managing Director, Bank of America Merrill Lynch Fixed Income Trading
Industry Entertainment
Experience
Zya September 2014 - Present
Bank of America September 2014 - Present
Zya (formerly Music Mastermind, Inc) January 2008 - Present
Moore Capital / James Caird Asset Management June 2008 - July 2010
Lehman Brothers June 2007 - May 2008
JP Morgan Chase August 1997 - May 2007
Bear Stearns June 1993 - August 1997
Credit Suisse First Boston August 1991 - June 1993
Skills
Emerging Markets, Portfolio Management, Hedge Funds, Financial Analysis, Fixed Income, Strategy, Business Development, Start-ups, Financial Modeling, Equities, Investment Banking, Strategic Partnerships, Entrepreneurship, Management, Venture Capital, Valuation, Alternative Investments, Competitive Analysis, Corporate Development, Mergers & Acquisitions, Private Equity, Finance, Trading
Education
Cornell University 1987 — 1991
BS, Applied Economics
Bronx High School of Science 1983 — 1987
Zya September 2014 - Present
Bank of America September 2014 - Present
Zya (formerly Music Mastermind, Inc) January 2008 - Present
Moore Capital / James Caird Asset Management June 2008 - July 2010
Lehman Brothers June 2007 - May 2008
JP Morgan Chase August 1997 - May 2007
Bear Stearns June 1993 - August 1997
Credit Suisse First Boston August 1991 - June 1993
Skills
Emerging Markets, Portfolio Management, Hedge Funds, Financial Analysis, Fixed Income, Strategy, Business Development, Start-ups, Financial Modeling, Equities, Investment Banking, Strategic Partnerships, Entrepreneurship, Management, Venture Capital, Valuation, Alternative Investments, Competitive Analysis, Corporate Development, Mergers & Acquisitions, Private Equity, Finance, Trading
Education
Cornell University 1987 — 1991
BS, Applied Economics
Bronx High School of Science 1983 — 1987
Nathan Ritsko Nathan Ritsko's Bear Stearns Experience June 2003 - August 2003
Job Asset Allocation Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2014 - Present
Citi August 2012 - September 2014
Citi June 2011 - August 2011
Houlihan Lokey 2010 - 2010
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2005 - 2007
Thomas Weisel Partners June 2004 - August 2004
Bear Stearns June 2003 - August 2003
Skills
Investment Banking, Equity Research, Equity Capital Markets, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equities, Fixed Income, Financial Analysis, Hedge Funds, Investments, Mergers & Acquisitions, LBO, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, 3.77 GPA
University of Pennsylvania
BA, Philosophy, Politics, and Economics, Cum Laude
Wellington Management October 2014 - Present
Citi August 2012 - September 2014
Citi June 2011 - August 2011
Houlihan Lokey 2010 - 2010
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2005 - 2007
Thomas Weisel Partners June 2004 - August 2004
Bear Stearns June 2003 - August 2003
Skills
Investment Banking, Equity Research, Equity Capital Markets, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equities, Fixed Income, Financial Analysis, Hedge Funds, Investments, Mergers & Acquisitions, LBO, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, 3.77 GPA
University of Pennsylvania
BA, Philosophy, Politics, and Economics, Cum Laude
Mark Keiser Mark Keiser's Bear Stearns Experience 2002 - July 2004
Job Chief Development Officer at SH Group
Industry Hospitality
Experience
SH Group March 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2004 - March 2015
Bear Stearns 2002 - July 2004
Wyndham Hotels 1999 - 2002
Prime Hospitality 1997 - 1999
Skills
Resorts, Hospitality Management, Revenue Analysis, Real Estate, Luxury, Disposition, Hospitality Industry, Hotels, Hospitality, Pre-opening, Real Estate Development, Hotel Management, Contract Negotiation, Food & Beverage, Strategic Planning, Marketing Strategy, Restaurants, Yield Management, Location Intelligence, Investments, Budgets, Negotiation, Financial Analysis, Business Development, Marketing, Feasibility Studies, Valuation, New Business Development, Real Estate Economics, Leisure, Front Office, Tourism, Business Planning, Due Diligence, Rooms Division, Opening Hotels, Property Management...
Education
Cornell University 1992 — 1996
BS, Hotel Administration
Dulaney 1988 — 1992
School Year Abroad 1990 — 1991
SH Group March 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2004 - March 2015
Bear Stearns 2002 - July 2004
Wyndham Hotels 1999 - 2002
Prime Hospitality 1997 - 1999
Skills
Resorts, Hospitality Management, Revenue Analysis, Real Estate, Luxury, Disposition, Hospitality Industry, Hotels, Hospitality, Pre-opening, Real Estate Development, Hotel Management, Contract Negotiation, Food & Beverage, Strategic Planning, Marketing Strategy, Restaurants, Yield Management, Location Intelligence, Investments, Budgets, Negotiation, Financial Analysis, Business Development, Marketing, Feasibility Studies, Valuation, New Business Development, Real Estate Economics, Leisure, Front Office, Tourism, Business Planning, Due Diligence, Rooms Division, Opening Hotels, Property Management...
Education
Cornell University 1992 — 1996
BS, Hotel Administration
Dulaney 1988 — 1992
School Year Abroad 1990 — 1991
Trey House's Bear Stearns Experience October 1999 - February 2001
Job Vice President at FoulgerPratt Companies
Industry Commercial Real Estate
Experience
Foulger-Pratt Companies November 2011 - Present
Barclays Capital 2003 - 2008
Westmoreland Capital Management April 2002 - May 2003
Bear Stearns October 1999 - February 2001
Ernst & Young July 1998 - October 1999
Education
Cornell University 1994 — 1998
BS, Finance
Foulger-Pratt Companies November 2011 - Present
Barclays Capital 2003 - 2008
Westmoreland Capital Management April 2002 - May 2003
Bear Stearns October 1999 - February 2001
Ernst & Young July 1998 - October 1999
Education
Cornell University 1994 — 1998
BS, Finance
Tiffany Binford's Bear Stearns Experience November 2005 - February 2008
Job Owner at TLB Management
Industry Management Consulting
Experience
AFLAC March 2008 - Present
TLB Management August 2005 - Present
Bear Stearns November 2005 - February 2008
Ford Motor Company May 2001 - July 2004
Education
Dallas County Community College 2006 — 2007
AAS
The University of Texas at Arlington 1997 — 1999
BSBM
Prairie View A&M University 1993 — 1996
AFLAC March 2008 - Present
TLB Management August 2005 - Present
Bear Stearns November 2005 - February 2008
Ford Motor Company May 2001 - July 2004
Education
Dallas County Community College 2006 — 2007
AAS
The University of Texas at Arlington 1997 — 1999
BSBM
Prairie View A&M University 1993 — 1996
Utkarsh Varshney Utkarsh Varshney's Bear Stearns Experience 2005 - 2007
Job Sr. Consultant / (Manager) at Cognizant Technology Solutions
Industry Management Consulting
Experience
Cognizant Technology Solutions August 2013 - Present
Cognizant Technology Solutions January 2011 - January 2014
JP Morgan Chase October 2009 - November 2010
Tata Technologies (erstwhile INCAT) 2008 - 2009
Bear Stearns 2005 - 2007
Tata Consultancy Services 2002 - 2005
Skills
Business Analysis, Business Process..., Business Development, Requirements Analysis, Preparing Business Cases, Business Analytics, IT Strategy, Business Process..., IT Enabled Business..., Application Portfolio...
Education
CFA Institute 2010 — 2010
CFA Level 1, Investment Banking/Management
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MBA, Finance and Strategy
Delhi College of Engineering 1998 — 2002
Bachelor of Science (B.S.), Electrical, Electronics and Communications Engineering
St. Xavier School - Delhi
Science
Cognizant Technology Solutions August 2013 - Present
Cognizant Technology Solutions January 2011 - January 2014
JP Morgan Chase October 2009 - November 2010
Tata Technologies (erstwhile INCAT) 2008 - 2009
Bear Stearns 2005 - 2007
Tata Consultancy Services 2002 - 2005
Skills
Business Analysis, Business Process..., Business Development, Requirements Analysis, Preparing Business Cases, Business Analytics, IT Strategy, Business Process..., IT Enabled Business..., Application Portfolio...
Education
CFA Institute 2010 — 2010
CFA Level 1, Investment Banking/Management
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MBA, Finance and Strategy
Delhi College of Engineering 1998 — 2002
Bachelor of Science (B.S.), Electrical, Electronics and Communications Engineering
St. Xavier School - Delhi
Science
Joseph Infante's Bear Stearns Experience June 1993 - August 1995
Job ★ Best Selling Author★ Lead Generation | Media Authority & Reputation Repair Expert | http://imsfirm.com/joseph
Industry Marketing and Advertising
Experience
The IMS Firm October 2010 - Present
Reputation PR- http://reputationpr.net October 2010 - Present
The Bank Street Group July 2006 - August 2009
British Regency April 2003 - September 2008
Capitalink 2002 - 2003
Lazard September 1995 - November 2001
Bear Stearns June 1993 - August 1995
Skills
Lead Generation, SEO, SEM, Mergers, Investment Banking, Marketing, Marketing Strategy, Corporate Development, Mergers & Acquisitions, Web Marketing, Business Strategy, Competitive Analysis, Online Marketing, Online Reputation..., Sales, Entrepreneurship, Leadership, Social Media, Strategy, Start-ups, Training, Small Business, Web Design, Integrated Marketing, Strategic Partnerships, Management, Conversion Optimization, Venture Capital
Education
Dartmouth College 1989 — 1993
Oxford University 1992 — 1992
Old Testament, EU, Immigration Flows
The IMS Firm October 2010 - Present
Reputation PR- http://reputationpr.net October 2010 - Present
The Bank Street Group July 2006 - August 2009
British Regency April 2003 - September 2008
Capitalink 2002 - 2003
Lazard September 1995 - November 2001
Bear Stearns June 1993 - August 1995
Skills
Lead Generation, SEO, SEM, Mergers, Investment Banking, Marketing, Marketing Strategy, Corporate Development, Mergers & Acquisitions, Web Marketing, Business Strategy, Competitive Analysis, Online Marketing, Online Reputation..., Sales, Entrepreneurship, Leadership, Social Media, Strategy, Start-ups, Training, Small Business, Web Design, Integrated Marketing, Strategic Partnerships, Management, Conversion Optimization, Venture Capital
Education
Dartmouth College 1989 — 1993
Oxford University 1992 — 1992
Old Testament, EU, Immigration Flows
Rachel Levine Rilander Rachel Levine Rilander's Bear Stearns Experience January 2005 - February 2006
Job Senior Manager, Centurion Product Management
Industry Marketing and Advertising
Experience
American Express October 2010 - April 2013
American Express August 2009 - October 2010
American Express October 2007 - August 2009
HSBC February 2006 - September 2007
Bear Stearns January 2005 - February 2006
Bear Stearns July 2003 - January 2005
Skills
Analytics, Credit Cards, Relationship Management, Financial Services, Direct Marketing, Marketing Strategy, Strategy, Customer Acquisition, Marketing, Financial Analysis, Digital Marketing, Market Research, Competitive Analysis, Banking, CRM
Education
Cornell University 1999 — 2003
Bachelor of Science (BS), Operations Research & Industrial Engineering
American Express October 2010 - April 2013
American Express August 2009 - October 2010
American Express October 2007 - August 2009
HSBC February 2006 - September 2007
Bear Stearns January 2005 - February 2006
Bear Stearns July 2003 - January 2005
Skills
Analytics, Credit Cards, Relationship Management, Financial Services, Direct Marketing, Marketing Strategy, Strategy, Customer Acquisition, Marketing, Financial Analysis, Digital Marketing, Market Research, Competitive Analysis, Banking, CRM
Education
Cornell University 1999 — 2003
Bachelor of Science (BS), Operations Research & Industrial Engineering
Justin Krieger Justin Krieger's Bear Stearns Experience June 1999 - August 2000
Job Senior Advisor at Pinnacle Real Estate Advisors
Industry Commercial Real Estate
Experience
Pinnacle Real Estate Advisors October 2008 - Present
Marcus & Millichap May 2007 - October 2008
DesignerBags4Less.com June 2000 - December 2003
Bear Stearns June 1999 - August 2000
Skills
Real Estate, Real Estate Transactions, Investors, Commercial Real Estate, Real Estate Economics, Disposition, Mergers & Acquisitions, Shopping Centers, Sellers, Property, Investments, Real Estate Development, Corporate Real Estate, Leases, Dispositions
Education
University of Denver 2003 — 2006
J.D., Law
Cornell University 1999 — 2003
B.S., Industrial & Labor Relations
Horace Mann 1995 — 1999
Pinnacle Real Estate Advisors October 2008 - Present
Marcus & Millichap May 2007 - October 2008
DesignerBags4Less.com June 2000 - December 2003
Bear Stearns June 1999 - August 2000
Skills
Real Estate, Real Estate Transactions, Investors, Commercial Real Estate, Real Estate Economics, Disposition, Mergers & Acquisitions, Shopping Centers, Sellers, Property, Investments, Real Estate Development, Corporate Real Estate, Leases, Dispositions
Education
University of Denver 2003 — 2006
J.D., Law
Cornell University 1999 — 2003
B.S., Industrial & Labor Relations
Horace Mann 1995 — 1999
Sarah Sachse-Pasqua Sarah Sachse-Pasqua's Bear Stearns Experience 2005 - 2005
Job Manager at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
PwC September 2013 - June 2015
S.C Johnson Graduate School of Management at Cornell University August 2011 - May 2013
American Express June 2012 - August 2012
Standard & Poor's December 2005 - July 2011
Bear Stearns 2005 - 2005
Skills
Microsoft Excel, Structured Finance, Investment Banking, Capital Markets, Strategic Planning, Fixed Income, Financial Modeling, Credit, Valuation, Financial Analysis, Financial Services, Finance, Strategy, Analysis, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
James Madison University - College of Business 2001 — 2005
Bachelor of Science (B.S.), Quantitative Finance
PwC July 2015 - Present
PwC September 2013 - June 2015
S.C Johnson Graduate School of Management at Cornell University August 2011 - May 2013
American Express June 2012 - August 2012
Standard & Poor's December 2005 - July 2011
Bear Stearns 2005 - 2005
Skills
Microsoft Excel, Structured Finance, Investment Banking, Capital Markets, Strategic Planning, Fixed Income, Financial Modeling, Credit, Valuation, Financial Analysis, Financial Services, Finance, Strategy, Analysis, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
James Madison University - College of Business 2001 — 2005
Bachelor of Science (B.S.), Quantitative Finance
Jon Browder Jon Browder's Bear Stearns Experience 2003 - 2007
Job Commercial Manager at TruGreen
Industry Consumer Services
Experience
TruGreen April 2012 - Present
Hearst Media Services 2011 - 2012
TruGreen 2007 - May 2011
Bear Stearns 2003 - 2007
SBC Communications 2001 - 2003
Education
Dallas Baptist University 1993 — 2000
TruGreen April 2012 - Present
Hearst Media Services 2011 - 2012
TruGreen 2007 - May 2011
Bear Stearns 2003 - 2007
SBC Communications 2001 - 2003
Education
Dallas Baptist University 1993 — 2000
Jack Foley Jack Foley's Bear Stearns Experience 1988 - 1997
Job CEO Wonderall Green, Inc
Industry Consumer Services
Experience
Wonderall Green, Inc October 2013 - Present
BCS, LLC January 2012 - Present
Bear Stearns 1988 - 1997
Prudential 1988 - 1997
Skills
Customer Service, Finance, Leadership, Marketing, Negotiation, Networking, New Business Development, Operations Management, Program Management, Project Planning, Purchasing, Public Speaking, Social Media, Team Building, Coaching, Customer Satisfaction, Management, Facilities Management, Sales Management, Pricing, Training, Strategic Planning, Small Business, Sales, Entrepreneurship, Executive Management, Marketing Strategy, Business Development, Business Planning, Contract Negotiation, Account Management, Business Strategy, Start-ups, Team Leadership, Budgets, Accounting
Education
Dean College 1977 — 1979
Business Administration and Management, General
Wonderall Green, Inc October 2013 - Present
BCS, LLC January 2012 - Present
Bear Stearns 1988 - 1997
Prudential 1988 - 1997
Skills
Customer Service, Finance, Leadership, Marketing, Negotiation, Networking, New Business Development, Operations Management, Program Management, Project Planning, Purchasing, Public Speaking, Social Media, Team Building, Coaching, Customer Satisfaction, Management, Facilities Management, Sales Management, Pricing, Training, Strategic Planning, Small Business, Sales, Entrepreneurship, Executive Management, Marketing Strategy, Business Development, Business Planning, Contract Negotiation, Account Management, Business Strategy, Start-ups, Team Leadership, Budgets, Accounting
Education
Dean College 1977 — 1979
Business Administration and Management, General
Cindy Eberhardt Cindy Eberhardt's Bear Stearns Experience April 1999 - November 2007
Job Software Configuration Manager at Warner Pacific Insurance Services
Industry Information Technology and Services
Experience
Warner Pacific Insurance Services April 2011 - Present
Yellow Spider, Inc January 2011 - Present
Configuration Management, Inc. October 2010 - January 2011
Bear Stearns April 1999 - November 2007
Transcendent Technologies, LLC April 1997 - December 1998
Toys R Us September 1991 - April 1997
Skills
SDLC, Databases, Process Improvement, Program Management, Unix, Oracle, Servers, Microsoft SQL Server, Perl, IT Service Management, Management, Windows, PL/SQL, Unix Shell Scripting, ITIL, Troubleshooting, SharePoint, Project Management, Software Documentation, Business Process..., Visio, Software Project..., System Administration, IT Strategy, Team Building, Windows Server, System Deployment, Integration, Disaster Recovery, Agile Methodologies, Strategy, Solaris, COBOL, Testing, Enterprise Architecture, IT Management, Quality Assurance, Sybase, Business Intelligence, Risk Management, Business Analysis, SQL
Education
Business Program 2008 — 2010
Post Graduate Business Program
County College of Morris
PMP certificate, Project Management
Microsoft Certified Systems Engineer
MCSE, Windows OS and SQL Server
Montclair State University
BS, Computer Science
Chubb Institute-Technical
Technical diploma, Computer Programming
Warner Pacific Insurance Services April 2011 - Present
Yellow Spider, Inc January 2011 - Present
Configuration Management, Inc. October 2010 - January 2011
Bear Stearns April 1999 - November 2007
Transcendent Technologies, LLC April 1997 - December 1998
Toys R Us September 1991 - April 1997
Skills
SDLC, Databases, Process Improvement, Program Management, Unix, Oracle, Servers, Microsoft SQL Server, Perl, IT Service Management, Management, Windows, PL/SQL, Unix Shell Scripting, ITIL, Troubleshooting, SharePoint, Project Management, Software Documentation, Business Process..., Visio, Software Project..., System Administration, IT Strategy, Team Building, Windows Server, System Deployment, Integration, Disaster Recovery, Agile Methodologies, Strategy, Solaris, COBOL, Testing, Enterprise Architecture, IT Management, Quality Assurance, Sybase, Business Intelligence, Risk Management, Business Analysis, SQL
Education
Business Program 2008 — 2010
Post Graduate Business Program
County College of Morris
PMP certificate, Project Management
Microsoft Certified Systems Engineer
MCSE, Windows OS and SQL Server
Montclair State University
BS, Computer Science
Chubb Institute-Technical
Technical diploma, Computer Programming
Sherae Harding-Griffin Sherae Harding-Griffin's Bear Stearns Experience 2005 - 2006
Job Senior Vice President Global Tech & Ops Bank of America
Industry Financial Services
Experience
Bank of America November 2014 - Present
Bank of America May 2011 - December 2014
Bank of America October 2009 - May 2011
American Express 2006 - 2008
Bear Stearns 2005 - 2006
Citi Group 2003 - 2005
Bank of America 1992 - 2002
Skills
Team Building, Call Centers, Customer Experience, Banking, Nonprofits, Risk Management, Mortgage Lending, Relationship Management, Financial Services, Vendor Management, Business Process..., Change Management, Strategic Planning, Finance, Executive Management, Financial Risk, Performance Management, Training, Credit Cards, Commercial Banking, Business Analysis, Business Development, CRM, Credit, Customer Retention, Customer Service, Leadership, Loans, Management, Negotiation, Portfolio Management, Process Improvement, Program Management, Project Management, Service Delivery, Six Sigma, Strategy, Time Management
Education
Dallas Baptist University
Bachelor of Christian Ministry
University of South Florida
Bank of America November 2014 - Present
Bank of America May 2011 - December 2014
Bank of America October 2009 - May 2011
American Express 2006 - 2008
Bear Stearns 2005 - 2006
Citi Group 2003 - 2005
Bank of America 1992 - 2002
Skills
Team Building, Call Centers, Customer Experience, Banking, Nonprofits, Risk Management, Mortgage Lending, Relationship Management, Financial Services, Vendor Management, Business Process..., Change Management, Strategic Planning, Finance, Executive Management, Financial Risk, Performance Management, Training, Credit Cards, Commercial Banking, Business Analysis, Business Development, CRM, Credit, Customer Retention, Customer Service, Leadership, Loans, Management, Negotiation, Portfolio Management, Process Improvement, Program Management, Project Management, Service Delivery, Six Sigma, Strategy, Time Management
Education
Dallas Baptist University
Bachelor of Christian Ministry
University of South Florida
J G's Bear Stearns Experience January 2002 - February 2008
Job Albridge, an Affiliate of Pershing, a BNY Mellon company
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing July 2014 - Present
Albridge, an Affiliate of Pershing January 2013 - July 2014
JP Morgan Chase February 2008 - January 2013
Bear Stearns January 2002 - February 2008
Pershing July 2000 - January 2002
Skills
Securities, Fixed Income, Investments, Equities, Retirement Planning, Financial Services, Portfolio Management, Relationship Management, Asset Managment, Financial Analysis, Hedge Funds, Financial Modeling, Capital Markets, Microsoft Excel, Business Analysis, Strategic Planning, Data Analysis, Analysis, Series 7
Education
Cornell University 1996 — 2000
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Albridge, an Affiliate of Pershing July 2014 - Present
Albridge, an Affiliate of Pershing January 2013 - July 2014
JP Morgan Chase February 2008 - January 2013
Bear Stearns January 2002 - February 2008
Pershing July 2000 - January 2002
Skills
Securities, Fixed Income, Investments, Equities, Retirement Planning, Financial Services, Portfolio Management, Relationship Management, Asset Managment, Financial Analysis, Hedge Funds, Financial Modeling, Capital Markets, Microsoft Excel, Business Analysis, Strategic Planning, Data Analysis, Analysis, Series 7
Education
Cornell University 1996 — 2000
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Shane Sugino Shane Sugino's Bear Stearns Experience 1996 - 1999
Job Driving innovation at the intersection of Higher Ed, Nonprofits and salesforce.com; connecting people and ideas!
Industry Information Technology and Services
Experience
Bluewolf May 2014 - Present
Independent Consulting Services 2013 - 2014
Enrollment Rx LLC 2012 - 2013
Kellogg School of Management 2008 - 2012
GE Capital 2006 - 2008
General Electric 2004 - 2006
Distributed Generation Technologies, Inc. 2003 - 2004
Tickeralert.com, Inc. 1999 - 2001
Bear Stearns 1996 - 1999
Goldman Sachs 1993 - 1996
Skills
Mergers, Investment Properties, Derivatives, Private Equity, Venture Capital, Career coaching, Real Estate Investment, Healthcare Industry, Social Media, Higher Education..., Deal Structuring, Career Services, Career Pathing, External Relations, Business Strategy, Global Business..., Collaborative, Presenter, Self Assessment, Career Transitions, Transformation, Process Improvement, Six Sigma Black Belt, Entrepreneurship, Six Sigma, Chatter, Career Counseling, Data Transformation, Strategic Thinking, Enterprise Software, Educational Technology, Salesforce.com, CRM, Social Enterprise, Collaboration, Marketing, Business Development, Mergers & Acquisitions, Investment Strategies, Strategy, SaaS, Cloud Computing, Marketing Strategy, Strategic Partnerships, Marketing Automation, Digital Marketing, Higher Education, Product Development, Management, Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2002 — 2004
MBA
New York University - Leonard N. Stern School of Business 1989 — 1993
B.S. cum laude
Bluewolf May 2014 - Present
Independent Consulting Services 2013 - 2014
Enrollment Rx LLC 2012 - 2013
Kellogg School of Management 2008 - 2012
GE Capital 2006 - 2008
General Electric 2004 - 2006
Distributed Generation Technologies, Inc. 2003 - 2004
Tickeralert.com, Inc. 1999 - 2001
Bear Stearns 1996 - 1999
Goldman Sachs 1993 - 1996
Skills
Mergers, Investment Properties, Derivatives, Private Equity, Venture Capital, Career coaching, Real Estate Investment, Healthcare Industry, Social Media, Higher Education..., Deal Structuring, Career Services, Career Pathing, External Relations, Business Strategy, Global Business..., Collaborative, Presenter, Self Assessment, Career Transitions, Transformation, Process Improvement, Six Sigma Black Belt, Entrepreneurship, Six Sigma, Chatter, Career Counseling, Data Transformation, Strategic Thinking, Enterprise Software, Educational Technology, Salesforce.com, CRM, Social Enterprise, Collaboration, Marketing, Business Development, Mergers & Acquisitions, Investment Strategies, Strategy, SaaS, Cloud Computing, Marketing Strategy, Strategic Partnerships, Marketing Automation, Digital Marketing, Higher Education, Product Development, Management, Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2002 — 2004
MBA
New York University - Leonard N. Stern School of Business 1989 — 1993
B.S. cum laude
Mitchell Schley Mitchell Schley's Bear Stearns Experience July 1998 - June 2006
Job AttorneyatLaw at Law Offices of Mitchell Schley, LLC
Industry Law Practice
Experience
Law Offices of Mitchell Schley, LLC July 2006 - Present
Bear Stearns July 1998 - June 2006
Skills
Securities Regulation, Litigation, Securities, Civil Litigation, Corporate Law, Legal Research, Due Diligence, Arbitration, Employment Law, Management, Capital Markets, Commercial Litigation, Legal Assistance, Mergers, Mergers & Acquisitions, Derivatives, Corporate Governance, Hedge Funds, Private Equity, FINRA, Intellectual Property
Education
Cornell University
BS
Rutgers University School of Law - Newark
JD
Law Offices of Mitchell Schley, LLC July 2006 - Present
Bear Stearns July 1998 - June 2006
Skills
Securities Regulation, Litigation, Securities, Civil Litigation, Corporate Law, Legal Research, Due Diligence, Arbitration, Employment Law, Management, Capital Markets, Commercial Litigation, Legal Assistance, Mergers, Mergers & Acquisitions, Derivatives, Corporate Governance, Hedge Funds, Private Equity, FINRA, Intellectual Property
Education
Cornell University
BS
Rutgers University School of Law - Newark
JD
Dennis Scharf Dennis Scharf's Bear Stearns Experience 2000 - 2003
Job Principal at Hamilton Lane
Industry Investment Management
Experience
Hamilton Lane May 2004 - Present
Bear Stearns 2000 - 2003
Education
Cornell University 1995 — 1999
BS
east meadow high school
Hamilton Lane May 2004 - Present
Bear Stearns 2000 - 2003
Education
Cornell University 1995 — 1999
BS
east meadow high school
Audrey Winter Audrey Winter's Bear Stearns Experience 2001 - 2001
Job Senior Sports & Marketing Consultant at WEEI & the Red Sox Radio Network
Industry Broadcast Media
Experience
WEEI & the Red Sox Radio Network May 2012 - Present
iHeartMedia September 2006 - August 2011
WEEI Sports Radio Network January 2006 - September 2006
iHeartMedia 2001 - 2006
Bear Stearns 2001 - 2001
PwC 1996 - 2001
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA)/Master of Science (MS), Accounting
Northeastern University
Bachelor’s Degree, Political Science and Government
WEEI & the Red Sox Radio Network May 2012 - Present
iHeartMedia September 2006 - August 2011
WEEI Sports Radio Network January 2006 - September 2006
iHeartMedia 2001 - 2006
Bear Stearns 2001 - 2001
PwC 1996 - 2001
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA)/Master of Science (MS), Accounting
Northeastern University
Bachelor’s Degree, Political Science and Government
Evan Lippman Evan Lippman's Bear Stearns Experience November 1999 - April 2002
Job Chief Financial and Business Officer at Aileron Therapeutics
Industry Biotechnology
Experience
Aileron Therapeutics January 2015 - Present
EMD Serono, Inc. June 2012 - May 2014
AstraZeneca November 2006 - May 2012
Pfizer April 2002 - November 2006
Bear Stearns November 1999 - April 2002
Schroders Wertheim 1998 - 1999
Skills
Marketing Strategy, Business Acquisition, Commercialization, Pharmaceutical Industry, Strategy, Change Management, Product Launch, Pharmaceutical Sales, Leadership Initiatives, Result Oriented Approach, Goal-driven leader, Clinical Trials, Biotechnology, Market Access, Mergers, Neurology, Oncology, Rheumatology, Cross-functional Team..., Leadership
Education
Cornell University 1996 — 1998
Masters of Business Administration, Finance
Aileron Therapeutics January 2015 - Present
EMD Serono, Inc. June 2012 - May 2014
AstraZeneca November 2006 - May 2012
Pfizer April 2002 - November 2006
Bear Stearns November 1999 - April 2002
Schroders Wertheim 1998 - 1999
Skills
Marketing Strategy, Business Acquisition, Commercialization, Pharmaceutical Industry, Strategy, Change Management, Product Launch, Pharmaceutical Sales, Leadership Initiatives, Result Oriented Approach, Goal-driven leader, Clinical Trials, Biotechnology, Market Access, Mergers, Neurology, Oncology, Rheumatology, Cross-functional Team..., Leadership
Education
Cornell University 1996 — 1998
Masters of Business Administration, Finance
Justin Littlefield, CFP®, CPWA®, AIF® Justin Littlefield, CFP®, CPWA®, AIF®'s Bear Stearns Experience 1999 - 2000
Job Private Wealth Advisor V.P. at Antaeus Wealth Advisors, LLC
Industry Financial Services
Experience
Antaeus Wealth Advisors, LLC February 2012 - Present
Boston Partners Financial Group September 2002 - February 2012
Triene, Inc. 2001 - 2001
Bear Stearns 1999 - 2000
Skills
Financial Planning, High Net Worth..., Portfolio Management, Retirement Planning, Estate Planning
Education
Dartmouth College 1994 — 1999
Bachelor of Arts (B.A.), Economics
Lynnfield High School
Antaeus Wealth Advisors, LLC February 2012 - Present
Boston Partners Financial Group September 2002 - February 2012
Triene, Inc. 2001 - 2001
Bear Stearns 1999 - 2000
Skills
Financial Planning, High Net Worth..., Portfolio Management, Retirement Planning, Estate Planning
Education
Dartmouth College 1994 — 1999
Bachelor of Arts (B.A.), Economics
Lynnfield High School
Nandita Parker Nandita Parker's Bear Stearns Experience 1994 - 1995
Job General Partner at Karma Capital Management LLC
Industry Investment Management
Experience
Karma Capital Management LLC February 2004 - Present
Karma Capital Management LLC January 2003 - Present
Aeneas Capital Management 2000 - 2001
American Century Asset Management 1997 - 1999
Bear Stearns 1994 - 1995
Gerard Klauer Mattison 1991 - 1994
Skills
Money Management, Asset Managment, Alternative Investments, Hedge Funds, Equities, Equity Research, Asset Allocation, Fund Of Funds, Investment Strategies, Investments, Portfolio Management, Private Equity, Valuation, Mutual Funds, Asset Management, Capital Markets, Financial Markets, Investment Management, Emerging Markets
Education
The College of William and Mary - The Mason School of Business 1988 — 1990
MBA, Finance
University of Delhi 1983 — 1986
Bachelor of Arts Honors, Economics, Mathematics
Karma Capital Management LLC February 2004 - Present
Karma Capital Management LLC January 2003 - Present
Aeneas Capital Management 2000 - 2001
American Century Asset Management 1997 - 1999
Bear Stearns 1994 - 1995
Gerard Klauer Mattison 1991 - 1994
Skills
Money Management, Asset Managment, Alternative Investments, Hedge Funds, Equities, Equity Research, Asset Allocation, Fund Of Funds, Investment Strategies, Investments, Portfolio Management, Private Equity, Valuation, Mutual Funds, Asset Management, Capital Markets, Financial Markets, Investment Management, Emerging Markets
Education
The College of William and Mary - The Mason School of Business 1988 — 1990
MBA, Finance
University of Delhi 1983 — 1986
Bachelor of Arts Honors, Economics, Mathematics
Timmermans, Jillian's Bear Stearns Experience July 2003 - November 2003
Job Partner and Vice President at Cordium
Industry Financial Services
Experience
Cordium January 2006 - Present
NYLS Securities Arbitration Clinic April 2009 - May 2010
HedgeOp Compliance, LLC October 2002 - December 2005
Bear Stearns July 2003 - November 2003
Education
New York Law School 2007 — 2010
J.D., Magna Cum Laude
Cornell University 1998 — 2002
B.S., Magna Cum Laude, Applied Economics and Management
Cordium January 2006 - Present
NYLS Securities Arbitration Clinic April 2009 - May 2010
HedgeOp Compliance, LLC October 2002 - December 2005
Bear Stearns July 2003 - November 2003
Education
New York Law School 2007 — 2010
J.D., Magna Cum Laude
Cornell University 1998 — 2002
B.S., Magna Cum Laude, Applied Economics and Management
Bruce Blinder Bruce Blinder's Bear Stearns Experience April 1999 - October 1999
Job Software Engineer seeking NJ employment
Industry Computer Software
Experience
Tech-Skills Inc., Denville NJ 07834-2808 June 2010 - Present
Tech-Skills Inc. August 2013 - November 2013
New Jersey Foundation For The Blind May 2009 - July 2013
Tech Skills Inc. June 2009 - 2011
Viewpointe LLC 2007 - 2009
Bell Labs/Lucent Innovations March 2006 - August 2006
United HealthCare/UNIPRISE 2005 - 2006
ISPSOFT August 2001 - May 2002
Bell Labs Lucent Innovations December 1999 - February 2001
Bear Stearns April 1999 - October 1999
Skills
Software development, Programming, Java, C++, C, Basic,..., Software Quality..., x86 Assembly, Testing, Telecommunications, Embedded Systems, Software Development, Embedded Software, Linux, Perl, Software Engineering, XML, Operating Systems, Databases, Oracle, TCP/IP, Software Design, Debugging, System Administration, Shell Scripting, Unix
Education
Thomas Edison State College 2010 — 2012
Bachelor of Science (BS), Information Technology, 3.4 (B+)
County College of Morris 1977 — 1978
A.A., Busines
Dover Business College 1971 — 1971
Certificate, IBM Programming BAL/RPG/COBOL
Tech-Skills Inc., Denville NJ 07834-2808 June 2010 - Present
Tech-Skills Inc. August 2013 - November 2013
New Jersey Foundation For The Blind May 2009 - July 2013
Tech Skills Inc. June 2009 - 2011
Viewpointe LLC 2007 - 2009
Bell Labs/Lucent Innovations March 2006 - August 2006
United HealthCare/UNIPRISE 2005 - 2006
ISPSOFT August 2001 - May 2002
Bell Labs Lucent Innovations December 1999 - February 2001
Bear Stearns April 1999 - October 1999
Skills
Software development, Programming, Java, C++, C, Basic,..., Software Quality..., x86 Assembly, Testing, Telecommunications, Embedded Systems, Software Development, Embedded Software, Linux, Perl, Software Engineering, XML, Operating Systems, Databases, Oracle, TCP/IP, Software Design, Debugging, System Administration, Shell Scripting, Unix
Education
Thomas Edison State College 2010 — 2012
Bachelor of Science (BS), Information Technology, 3.4 (B+)
County College of Morris 1977 — 1978
A.A., Busines
Dover Business College 1971 — 1971
Certificate, IBM Programming BAL/RPG/COBOL
David Grill David Grill's Bear Stearns Experience November 2000 - February 2005
Job Head of Strategy at Sound Point Capital Management, LP
Industry Financial Services
Experience
Sound Point Capital Management, LP March 2015 - Present
Credit Suisse September 2006 - March 2015
Sagent Advisors February 2005 - August 2006
Bear Stearns November 2000 - February 2005
Reliance Group Holdings 1994 - 2000
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets, Leveraged Finance, Private Equity, Valuation, Asset Management, Hedge Funds, Structured Products, Financial Services, Insurance, Reinsurance, Derivatives, Management, Risk Management, Strategic Partnerships, Business Strategy
Education
New York University 1990 — 1994
Master of Business Administration (MBA), International Finance
Cornell University 1984 — 1988
Bachelor of Science (B.S.), Economics
Sound Point Capital Management, LP March 2015 - Present
Credit Suisse September 2006 - March 2015
Sagent Advisors February 2005 - August 2006
Bear Stearns November 2000 - February 2005
Reliance Group Holdings 1994 - 2000
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets, Leveraged Finance, Private Equity, Valuation, Asset Management, Hedge Funds, Structured Products, Financial Services, Insurance, Reinsurance, Derivatives, Management, Risk Management, Strategic Partnerships, Business Strategy
Education
New York University 1990 — 1994
Master of Business Administration (MBA), International Finance
Cornell University 1984 — 1988
Bachelor of Science (B.S.), Economics
Emma Baumgartner, CFA Emma Baumgartner, CFA's Bear Stearns Experience June 2007 - August 2007
Job Equity Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments July 2008 - June 2012
Bear Stearns June 2007 - August 2007
Skills
Factset, Bloomberg, Excel, Industry Analysis, Equities, Economics
Education
Dartmouth College 2004 — 2008
BA, Economics
Fidelity Investments June 2012 - Present
Fidelity Investments July 2008 - June 2012
Bear Stearns June 2007 - August 2007
Skills
Factset, Bloomberg, Excel, Industry Analysis, Equities, Economics
Education
Dartmouth College 2004 — 2008
BA, Economics
Rony Chen Rony Chen's Bear Stearns Experience 1997 - 2001
Job Sr. Quant Dev at Western Asset Management
Industry Capital Markets
Experience
Western Asset Management October 2011 - Present
Walmart October 2009 - September 2011
Experian May 2007 - October 2009
Neteller 2005 - 2007
CIBC 2001 - 2005
Bear Stearns 1997 - 2001
Skills
Risk Frameworks, Architecture, mid office system..., C++, SAS Certified Base..., Matlab, MCSE 2003, VBA, System Development, Statistical Modeling, Strategy, Analytics, SQL, SDLC, Business Analysis, Predictive Modeling, Oracle, Fixed Income, Data Modeling, Process Improvement, Predictive Analytics, Business Intelligence, Quantitative Analytics, Data Mining, Quantitative Finance, Financial Modeling, R, Market Risk, Data Analysis, SAS programming, Financial Risk, Credit Risk, Options, SAS
Education
Walden University 2012 — 2015
DBA
Dalhousie University 2003 — 2005
MBA
Hefei University of Technology 1993 — 1997
Bachelor of Engineering
Western Asset Management October 2011 - Present
Walmart October 2009 - September 2011
Experian May 2007 - October 2009
Neteller 2005 - 2007
CIBC 2001 - 2005
Bear Stearns 1997 - 2001
Skills
Risk Frameworks, Architecture, mid office system..., C++, SAS Certified Base..., Matlab, MCSE 2003, VBA, System Development, Statistical Modeling, Strategy, Analytics, SQL, SDLC, Business Analysis, Predictive Modeling, Oracle, Fixed Income, Data Modeling, Process Improvement, Predictive Analytics, Business Intelligence, Quantitative Analytics, Data Mining, Quantitative Finance, Financial Modeling, R, Market Risk, Data Analysis, SAS programming, Financial Risk, Credit Risk, Options, SAS
Education
Walden University 2012 — 2015
DBA
Dalhousie University 2003 — 2005
MBA
Hefei University of Technology 1993 — 1997
Bachelor of Engineering
Sal Tiano's Bear Stearns Experience January 1991 - March 2008
Job Managing Director, J.P. Morgan Securities Inc.
Industry Investment Management
Experience
Town Sports Group (holding company for Pure Hockey and Commonwealth Lacrosse) January 2002 - Present
J.P. Morgan Securities Inc. January 1991 - Present
Bear Stearns January 1991 - March 2008
Education
Dartmouth College 1984 — 1988
BA, Economics, Psychology
Town Sports Group (holding company for Pure Hockey and Commonwealth Lacrosse) January 2002 - Present
J.P. Morgan Securities Inc. January 1991 - Present
Bear Stearns January 1991 - March 2008
Education
Dartmouth College 1984 — 1988
BA, Economics, Psychology
David Blinbaum David Blinbaum's Bear Stearns Experience June 2007 - June 2008
Job Distressed Debt and Special Situations at P. Schoenfeld Asset Management
Industry Investment Management
Experience
P. Schoenfeld Asset Management July 2008 - Present
Bear Stearns June 2007 - June 2008
PricewaterhouseCoopers January 2007 - May 2007
Skills
Due Diligence, Financial Modeling, Private Equity, Investment Banking, Hedge Funds, Valuation
Education
Cornell University
Bachelors, Policy Analysis & Management
P. Schoenfeld Asset Management July 2008 - Present
Bear Stearns June 2007 - June 2008
PricewaterhouseCoopers January 2007 - May 2007
Skills
Due Diligence, Financial Modeling, Private Equity, Investment Banking, Hedge Funds, Valuation
Education
Cornell University
Bachelors, Policy Analysis & Management
Seth Kenvin's Bear Stearns Experience June 1992 - June 1994
Job making it drizzle
Industry Internet
Experience
Kenvin Business Labs Ltd. July 2012 - Present
Market7, Inc. July 2007 - October 2012
Venrock Associates October 2006 - April 2007
BigBand Networks June 1999 - September 2006
Cedar Fund June 1997 - June 1999
Venrock Associates June 1996 - June 1997
Red Herring Magazine June 1994 - June 1995
Bear Stearns June 1992 - June 1994
Education
Stanford University 1995 — 1997
MBA, Business
Cornell University 1987 — 1992
BS, MS, Engineering
Ramaz School 1977 — 1987
high school (& prior)
Kenvin Business Labs Ltd. July 2012 - Present
Market7, Inc. July 2007 - October 2012
Venrock Associates October 2006 - April 2007
BigBand Networks June 1999 - September 2006
Cedar Fund June 1997 - June 1999
Venrock Associates June 1996 - June 1997
Red Herring Magazine June 1994 - June 1995
Bear Stearns June 1992 - June 1994
Education
Stanford University 1995 — 1997
MBA, Business
Cornell University 1987 — 1992
BS, MS, Engineering
Ramaz School 1977 — 1987
high school (& prior)
Sean Hope's Bear Stearns Experience October 2005 - November 2007
Job Sr. Financial Analyst at Galderma
Industry Financial Services
Experience
Galderma September 2013 - Present
Caliber Home Loans April 2013 - September 2013
Homeward Residential, Inc. August 2012 - March 2013
Novartis May 2012 - August 2012
Avelo Mortgage - A Goldman Sachs Company December 2010 - April 2012
Saxon - A Morgan Stanley Company October 2009 - November 2010
Saxon - A Morgan Stanley Company December 2008 - October 2009
Saxon Mortgage December 2007 - November 2008
Bear Stearns October 2005 - November 2007
Skills
Team Leadership, Analytics, SQL Server, Data Analysis, SSRS, Automation, Asset Management, Risk, Excel, Pivot Tables, Vlookup, Business Intelligence, SQL, Oracle SQL, Crystal Reports, Access, Jira, SharePoint, Visio, Visual Studio, Database Management, Data Mining, Data Management, Organizing, PowerPoint, KPI, InfoPath, Microsoft Excel, Risk Management, Microsoft SQL Server, Mortgage Servicing, Equator, Software Documentation, Process Improvement, Loan Servicing, Financial Services, Portfolio Management, Databases, Business Process, VBA, Management, Requirements Gathering, Strategy, Leadership, Finance, Project Management
Education
Dallas Baptist University
BSS, Finance
Galderma September 2013 - Present
Caliber Home Loans April 2013 - September 2013
Homeward Residential, Inc. August 2012 - March 2013
Novartis May 2012 - August 2012
Avelo Mortgage - A Goldman Sachs Company December 2010 - April 2012
Saxon - A Morgan Stanley Company October 2009 - November 2010
Saxon - A Morgan Stanley Company December 2008 - October 2009
Saxon Mortgage December 2007 - November 2008
Bear Stearns October 2005 - November 2007
Skills
Team Leadership, Analytics, SQL Server, Data Analysis, SSRS, Automation, Asset Management, Risk, Excel, Pivot Tables, Vlookup, Business Intelligence, SQL, Oracle SQL, Crystal Reports, Access, Jira, SharePoint, Visio, Visual Studio, Database Management, Data Mining, Data Management, Organizing, PowerPoint, KPI, InfoPath, Microsoft Excel, Risk Management, Microsoft SQL Server, Mortgage Servicing, Equator, Software Documentation, Process Improvement, Loan Servicing, Financial Services, Portfolio Management, Databases, Business Process, VBA, Management, Requirements Gathering, Strategy, Leadership, Finance, Project Management
Education
Dallas Baptist University
BSS, Finance
Steve Cadenhead Steve Cadenhead's Bear Stearns Experience January 1992 - August 1994
Job at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2010 - Present
Residential Mezzanine Capital May 2008 - June 2010
Swiss Re April 2008 - July 2008
Merrill Lynch July 1999 - February 2008
UBS September 1994 - June 1999
Bear Stearns January 1992 - August 1994
Nomura August 1990 - January 1992
First Interstate September 1986 - July 1990
Bank of America July 1984 - August 1986
Skills
Mortgage, Derivatives, ABS, Real Estate, Residential Mortgages, Investments, Loans, Valuation, Real Estate Economics, Risk Management, Banking, Real Estate Transactions, Market Risk, Mortgage Lending, Fixed Income, Capital Markets, Equities, Financial Risk, Options, Swaps, Credit Derivatives, Credit Risk, Financial Modeling, Structured Products, Securities, Trading, Securitization, Finance
Education
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
Davidson College 1977 — 1979
BA, German
Deutsche Bank July 2010 - Present
Residential Mezzanine Capital May 2008 - June 2010
Swiss Re April 2008 - July 2008
Merrill Lynch July 1999 - February 2008
UBS September 1994 - June 1999
Bear Stearns January 1992 - August 1994
Nomura August 1990 - January 1992
First Interstate September 1986 - July 1990
Bank of America July 1984 - August 1986
Skills
Mortgage, Derivatives, ABS, Real Estate, Residential Mortgages, Investments, Loans, Valuation, Real Estate Economics, Risk Management, Banking, Real Estate Transactions, Market Risk, Mortgage Lending, Fixed Income, Capital Markets, Equities, Financial Risk, Options, Swaps, Credit Derivatives, Credit Risk, Financial Modeling, Structured Products, Securities, Trading, Securitization, Finance
Education
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
Davidson College 1977 — 1979
BA, German
Gib Dunham's Bear Stearns Experience June 1994 - July 1996
Job
Industry Investment Management
Experience
ACA December 2013 - Present
New York Non-Profit October 2013 - Present
PSS Inc. October 2013 - Present
Larcher Family Office June 2011 - Present
Pemi Partners June 2011 - November 2013
BMO April 2003 - May 2011
Emigrant Capital 1999 - 2003
Lipper & Company August 1996 - August 1999
Bear Stearns June 1994 - July 1996
Bear, Stearns & Co., Inc. June 1993 - August 1993
Skills
Due Diligence, Venture Capital, Investments, Asset Managment, CAIA, Investment Banking, Valuation, Equity Research, Fundamental Analysis, Trading, Private Equity, Alternative Investments, Equities, Asset Management, Structured Products, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies, Fixed Income, Investment Management, Capital Markets, Bloomberg
Education
Dartmouth College 1990 — 1994
University of Mainz 1992 — 1992
Hotchkiss School 1987 — 1990
American University 1989 — 1989
New Canaan Country School 1976 — 1987
ACA December 2013 - Present
New York Non-Profit October 2013 - Present
PSS Inc. October 2013 - Present
Larcher Family Office June 2011 - Present
Pemi Partners June 2011 - November 2013
BMO April 2003 - May 2011
Emigrant Capital 1999 - 2003
Lipper & Company August 1996 - August 1999
Bear Stearns June 1994 - July 1996
Bear, Stearns & Co., Inc. June 1993 - August 1993
Skills
Due Diligence, Venture Capital, Investments, Asset Managment, CAIA, Investment Banking, Valuation, Equity Research, Fundamental Analysis, Trading, Private Equity, Alternative Investments, Equities, Asset Management, Structured Products, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies, Fixed Income, Investment Management, Capital Markets, Bloomberg
Education
Dartmouth College 1990 — 1994
University of Mainz 1992 — 1992
Hotchkiss School 1987 — 1990
American University 1989 — 1989
New Canaan Country School 1976 — 1987
Kai Kwok's Bear Stearns Experience February 2004 - May 2008
Job .
Industry Financial Services
Experience
J.P. Morgan June 2008 - August 2012
Bear Stearns February 2004 - May 2008
Goldman Sachs August 2000 - February 2004
Ernst & Young - Risk Management and Regulatory Practice September 1998 - August 2000
Amoco Energy Trading Corporation May 1997 - September 1998
Enron Capital and Trade Resources July 1994 - July 1995
Education
Jones Graduate School of Business, Rice University 1992 — 1994
MBA, Finance
Rice University 1992 — 1994
MCS, Computer Science
Cornell University 1986 — 1990
BS, Electrical Engineering
Hunter College High School 1980 — 1986
J.P. Morgan June 2008 - August 2012
Bear Stearns February 2004 - May 2008
Goldman Sachs August 2000 - February 2004
Ernst & Young - Risk Management and Regulatory Practice September 1998 - August 2000
Amoco Energy Trading Corporation May 1997 - September 1998
Enron Capital and Trade Resources July 1994 - July 1995
Education
Jones Graduate School of Business, Rice University 1992 — 1994
MBA, Finance
Rice University 1992 — 1994
MCS, Computer Science
Cornell University 1986 — 1990
BS, Electrical Engineering
Hunter College High School 1980 — 1986
Gene Huang's Bear Stearns Experience December 2004 - May 2006
Job VP at JP Morgan
Industry Capital Markets
Experience
J.P. Morgan January 2010 - Present
HedgeServ January 2008 - January 2010
Citco May 2006 - January 2008
Bear Stearns December 2004 - May 2006
Bank of America February 2004 - November 2004
JP Morgan Chase June 2003 - February 2004
Harborside Plus June 2002 - June 2003
Refco Group September 1999 - June 2002
Random Walk Computing September 1997 - September 1999
Donaldson, Lufkin & Jenrette January 1995 - September 1997
Education
University of Arizona 1991 — 1994
Optical Computing, Pattern Recognition, Image Processing, Neural Networks
Cornell University 1987 — 1991
BSEE, Electrical Engineering
J.P. Morgan January 2010 - Present
HedgeServ January 2008 - January 2010
Citco May 2006 - January 2008
Bear Stearns December 2004 - May 2006
Bank of America February 2004 - November 2004
JP Morgan Chase June 2003 - February 2004
Harborside Plus June 2002 - June 2003
Refco Group September 1999 - June 2002
Random Walk Computing September 1997 - September 1999
Donaldson, Lufkin & Jenrette January 1995 - September 1997
Education
University of Arizona 1991 — 1994
Optical Computing, Pattern Recognition, Image Processing, Neural Networks
Cornell University 1987 — 1991
BSEE, Electrical Engineering
Ashoo Dhingra's Bear Stearns Experience March 1998 - February 2005
Job Application Development Lead at a Financial Institution
Industry Financial Services
Experience
Wolverine Trading May 2015 - Present
J.P. Morgan September 2010 - May 2015
PEAK6 Investments, LP August 2007 - August 2010
Trading Technologies May 2005 - August 2007
Bear Stearns March 1998 - February 2005
Skills
Trading, Software Development, SDLC, Options, Electronic Trading, Trading Systems, Derivatives, .NET, Quantitative Finance, Distributed Systems, VBA, Market Data, Interest Rate..., Risk Management, Software Project..., Financial Markets, Equities, Equity Derivatives, FX Options, Fixed Income
Education
Delhi University 1992 — 1995
Bachelors of Science, General Sciences
Wolverine Trading May 2015 - Present
J.P. Morgan September 2010 - May 2015
PEAK6 Investments, LP August 2007 - August 2010
Trading Technologies May 2005 - August 2007
Bear Stearns March 1998 - February 2005
Skills
Trading, Software Development, SDLC, Options, Electronic Trading, Trading Systems, Derivatives, .NET, Quantitative Finance, Distributed Systems, VBA, Market Data, Interest Rate..., Risk Management, Software Project..., Financial Markets, Equities, Equity Derivatives, FX Options, Fixed Income
Education
Delhi University 1992 — 1995
Bachelors of Science, General Sciences
Barry Kappel's Bear Stearns Experience September 2006 - January 2007
Job Executive in Residence at Columbia Technology Ventures
Industry Biotechnology
Experience
Columbia Technology Ventures August 2015 - Present
ContraFect Corp October 2009 - Present
Easton Associates July 2007 - September 2009
Bear Stearns September 2006 - January 2007
Memorial Sloan-Kettering Cancer Center August 2001 - May 2006
Memorial Sloan-Kettering Cancer Center August 1999 - July 2001
Skills
Oncology, Venture Capital, Biotechnology, Drug Design, Lifesciences, Drug Discovery, Pharmaceutical Industry, Private Equity, Molecular Biology, Drug Development, Immunology, Cell Biology, Clinical Development, Research, Commercialization, Infectious Diseases, Corporate Finance, Entrepreneurship, Life Sciences
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2007
MBA
Cornell University - Weill Graduate School of Medical Sciences 2001 — 2006
Ph.D., Immunology, Pharmacology
Emory University 1994 — 1998
BA, Chemistry
Columbia Technology Ventures August 2015 - Present
ContraFect Corp October 2009 - Present
Easton Associates July 2007 - September 2009
Bear Stearns September 2006 - January 2007
Memorial Sloan-Kettering Cancer Center August 2001 - May 2006
Memorial Sloan-Kettering Cancer Center August 1999 - July 2001
Skills
Oncology, Venture Capital, Biotechnology, Drug Design, Lifesciences, Drug Discovery, Pharmaceutical Industry, Private Equity, Molecular Biology, Drug Development, Immunology, Cell Biology, Clinical Development, Research, Commercialization, Infectious Diseases, Corporate Finance, Entrepreneurship, Life Sciences
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2007
MBA
Cornell University - Weill Graduate School of Medical Sciences 2001 — 2006
Ph.D., Immunology, Pharmacology
Emory University 1994 — 1998
BA, Chemistry
Kang Zheng's Bear Stearns Experience February 2007 - May 2008
Job VP @ JPMorgan Chase
Industry Financial Services
Experience
JPMorgan July 2008 - Present
Bear Stearns February 2007 - May 2008
Lenovo July 1999 - June 2003
Skills
Fixed Income, Unix, Bloomberg, Derivatives, Perl, Valuation, Quantitative Analytics, Investment Banking, Data Analysis, Analytics, Quantitative Finance, Structured Products
Education
University of Central Florida 2006 — 2006
MA, Computer Sicense
Delft University of Technology 2003 — 2005
University of Science and Technology of China 1994 — 1999
B.S., Computer Sicense
Beijing No 4 high school
JPMorgan July 2008 - Present
Bear Stearns February 2007 - May 2008
Lenovo July 1999 - June 2003
Skills
Fixed Income, Unix, Bloomberg, Derivatives, Perl, Valuation, Quantitative Analytics, Investment Banking, Data Analysis, Analytics, Quantitative Finance, Structured Products
Education
University of Central Florida 2006 — 2006
MA, Computer Sicense
Delft University of Technology 2003 — 2005
University of Science and Technology of China 1994 — 1999
B.S., Computer Sicense
Beijing No 4 high school
Ryan Burkart's Bear Stearns Experience June 2000 - September 2002
Job Equity Research Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments July 2008 - Present
Goldman Sachs May 2003 - June 2006
Baker Street Capital Management June 2002 - April 2003
Bear Stearns June 2000 - September 2002
Skills
Equity Research, Equity Valuation, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Equities, Capital Markets, Commodity Markets, Foreign Currency, Metals, Mining, Commodity Chemicals, Fine Chemicals, Agricultural Chemicals, Packaging, Cement, Coal Mining, Precious Metals, Bloomberg, Asset Management, Financial Analysis, Investments, Trading, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Dartmouth College 1995 — 2000
AB, Economics
Putnam Investments July 2008 - Present
Goldman Sachs May 2003 - June 2006
Baker Street Capital Management June 2002 - April 2003
Bear Stearns June 2000 - September 2002
Skills
Equity Research, Equity Valuation, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Equities, Capital Markets, Commodity Markets, Foreign Currency, Metals, Mining, Commodity Chemicals, Fine Chemicals, Agricultural Chemicals, Packaging, Cement, Coal Mining, Precious Metals, Bloomberg, Asset Management, Financial Analysis, Investments, Trading, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Dartmouth College 1995 — 2000
AB, Economics
Vivek Khurana, PMP, ITIL's Bear Stearns Experience June 2007 - December 2007
Job Lifelong learner expanding human capital in self and others.
Industry Information Technology and Services
Experience
Avaya May 2009 - July 2012
Pfizer Inc December 2007 - May 2009
Bear Stearns June 2007 - December 2007
Bear Stearns May 2006 - June 2007
Shearman & Sterling LLP January 2005 - July 2006
Skills
PMP, SDLC, SharePoint, Project Management, CRM, Project Planning, Integration, Management, Project Delivery, IT Strategy, Risk Management, Resource Management, Vendor Management, Requirements Analysis, Leadership, Software Project..., Strategy, Enterprise Software, Project Portfolio..., ITIL, Software Documentation, Resource Allocation, Telecommunications, Cost Management, Change Management, Quality Assurance, Salesforce.com, SaaS, Budgets, ITIL Certified, Microsoft Office..., Procurement, Personnel Management, Budgeting, Budget Management, Human Resource..., Communications..., Procurement Management, Project Initiation, Monitoring and..., Project Execution, CMMI, Microsoft Sharepoint..., MS Sharepoint 2010, MOSS, MOSS 2007, MOSS 2010, Quantitative Risk..., SalesForce
Education
Rutgers Business School 2013 — 2016
Master of Business Administration (M.B.A.)
Texas Tech University 2003 — 2004
Master's degree, Computer Science
University of Delhi 1998 — 2002
Bachelor's degree, Information Technology
Avaya May 2009 - July 2012
Pfizer Inc December 2007 - May 2009
Bear Stearns June 2007 - December 2007
Bear Stearns May 2006 - June 2007
Shearman & Sterling LLP January 2005 - July 2006
Skills
PMP, SDLC, SharePoint, Project Management, CRM, Project Planning, Integration, Management, Project Delivery, IT Strategy, Risk Management, Resource Management, Vendor Management, Requirements Analysis, Leadership, Software Project..., Strategy, Enterprise Software, Project Portfolio..., ITIL, Software Documentation, Resource Allocation, Telecommunications, Cost Management, Change Management, Quality Assurance, Salesforce.com, SaaS, Budgets, ITIL Certified, Microsoft Office..., Procurement, Personnel Management, Budgeting, Budget Management, Human Resource..., Communications..., Procurement Management, Project Initiation, Monitoring and..., Project Execution, CMMI, Microsoft Sharepoint..., MS Sharepoint 2010, MOSS, MOSS 2007, MOSS 2010, Quantitative Risk..., SalesForce
Education
Rutgers Business School 2013 — 2016
Master of Business Administration (M.B.A.)
Texas Tech University 2003 — 2004
Master's degree, Computer Science
University of Delhi 1998 — 2002
Bachelor's degree, Information Technology
Shane Miller's Bear Stearns Experience February 2005 - June 2008
Job Director of Marketing North America at 3i Debt Management U.S.
Industry Investment Management
Experience
3i Debt Management U.S. (3i Group plc) August 2014 - Present
Angelo, Gordon & Co. October 2008 - August 2014
Bear Stearns February 2005 - June 2008
Lehman Brothers 1998 - 2001
Skills
Portfolio Management, Asset Allocation, Fixed Income, Hedge Funds, Private Equity, Equities, Investments, Alternative Investments, Equity Research, Investment Banking, Marketing, Structured Finance, Leveraged Finance, Real Estate, Due Diligence
Education
Hamilton College 1994 — 1998
B.A., English Literature/Studio Art
Lorenzo de' Medici (Florence, Italy) 1997 — 1997
Semester Program, Studio Art/Art History
Deerfield Academy 1993 — 1994
3i Debt Management U.S. (3i Group plc) August 2014 - Present
Angelo, Gordon & Co. October 2008 - August 2014
Bear Stearns February 2005 - June 2008
Lehman Brothers 1998 - 2001
Skills
Portfolio Management, Asset Allocation, Fixed Income, Hedge Funds, Private Equity, Equities, Investments, Alternative Investments, Equity Research, Investment Banking, Marketing, Structured Finance, Leveraged Finance, Real Estate, Due Diligence
Education
Hamilton College 1994 — 1998
B.A., English Literature/Studio Art
Lorenzo de' Medici (Florence, Italy) 1997 — 1997
Semester Program, Studio Art/Art History
Deerfield Academy 1993 — 1994
Robert Maryott's Bear Stearns Experience June 1993 - August 1993
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital February 2004 - Present
JP Morgan Chase July 1994 - February 2004
Bear Stearns June 1993 - August 1993
JP Morgan Securities June 1989 - August 1992
Skills
FX, Capital Markets, Risk Management, Series 7, Derivatives, FX Options, Foreign Exchange, Fixed Income, Bonds, Banking, Options, Structured Products, Trading, Trading Systems, Financial Markets, Alternative Investments, Bloomberg
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Dickinson College
BA, Economics / Political Science
Barclays Capital February 2004 - Present
JP Morgan Chase July 1994 - February 2004
Bear Stearns June 1993 - August 1993
JP Morgan Securities June 1989 - August 1992
Skills
FX, Capital Markets, Risk Management, Series 7, Derivatives, FX Options, Foreign Exchange, Fixed Income, Bonds, Banking, Options, Structured Products, Trading, Trading Systems, Financial Markets, Alternative Investments, Bloomberg
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Dickinson College
BA, Economics / Political Science
Hilary Branson Provinse's Bear Stearns Experience 1994 - 1997
Job Senior Vice President at Fannie Mae
Industry Financial Services
Experience
Fannie Mae 2003 - Present
Goldman Sachs 1998 - 2001
Bear Stearns 1994 - 1997
Skills
Finance, Fixed Income, CMBS
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance
Dartmouth College 1989 — 1993
Fannie Mae 2003 - Present
Goldman Sachs 1998 - 2001
Bear Stearns 1994 - 1997
Skills
Finance, Fixed Income, CMBS
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance
Dartmouth College 1989 — 1993
Alice Kim's Bear Stearns Experience 2002 - 2004
Job Vice President of Global Sales at Vita Fede
Industry Retail
Experience
Vita Fede August 2015 - Present
Diane von Furstenberg January 2014 - Present
Diane von Furstenberg May 2010 - Present
Halston 2008 - 2010
Prada 2006 - 2008
Victoria's Secret Direct 2004 - 2006
Bear Stearns 2002 - 2004
Skills
Excel, PowerPoint, Word, Microsoft Office, Merchandising, Outlook, Forecasting, Retail, Customer Relations, Event Planning, E-commerce, Fashion, Strategic Planning, Budgeting, Negotiation, Planning, Apparel, Inventory Management, Promotions, Research, Pricing, Advertising, Analysis, Sourcing, Microsoft Word, Customer Service, Microsoft Excel, Marketing Strategy, Marketing, Trend Analysis, Budgets, Social Networking, Brand Management, Trend, Visual Merchandising, Luxury Goods
Education
Dartmouth College 1998 — 2002
Bachelor, Economics and Japanese
Stuyvesant High School 1994 — 1998
Vita Fede August 2015 - Present
Diane von Furstenberg January 2014 - Present
Diane von Furstenberg May 2010 - Present
Halston 2008 - 2010
Prada 2006 - 2008
Victoria's Secret Direct 2004 - 2006
Bear Stearns 2002 - 2004
Skills
Excel, PowerPoint, Word, Microsoft Office, Merchandising, Outlook, Forecasting, Retail, Customer Relations, Event Planning, E-commerce, Fashion, Strategic Planning, Budgeting, Negotiation, Planning, Apparel, Inventory Management, Promotions, Research, Pricing, Advertising, Analysis, Sourcing, Microsoft Word, Customer Service, Microsoft Excel, Marketing Strategy, Marketing, Trend Analysis, Budgets, Social Networking, Brand Management, Trend, Visual Merchandising, Luxury Goods
Education
Dartmouth College 1998 — 2002
Bachelor, Economics and Japanese
Stuyvesant High School 1994 — 1998
Jim Zelasny's Bear Stearns Experience October 1997 - November 2008
Job Associate at Major Financial Institution
Industry Information Technology and Services
Experience
Major Financial Institution July 2008 - Present
Pride Technology December 2009 - July 2010
Bear Stearns October 1997 - November 2008
American Red Cross September 1996 - August 2006
AIG Technologies June 1999 - November 1999
BASF IT Services October 1996 - October 1997
Beneficial July 1983 - October 1996
International Paper June 1972 - July 1983
Skills
Disaster Recovery, Crisis Management, Data Center, Security, Customer Relations, Business Continuity, IT Management, Team Leadership, Business Continuity..., Risk Management, Troubleshooting, Program Management, Cross-functional Team..., Customer Service, Software Documentation, Information Security, CISSP, Governance, Storage, Outsourcing, Information Technology, Leadership, Business Analysis, Change Management, Outstanding time..., Management, Mainframe, Exceptional mentor &..., ITIL, SDLC, Outstanding..., Thinking Outside The Box, Integration, Project Planning, Process Improvement, Outstanding leadership, SharePoint, Outstanding people..., Exceptional project..., PMP, Great Motivator, IT Operations, Enterprise Architecture, Superior Work Ethic, Great Personality, Logical Thinker, Visio, Incident Management, Project Portfolio..., Analytical Skills
Education
Thomas Edison State College 1985 — 1987
Business Administration
County College of Morris 1970 — 1972
AAS, Computer Techolology
Major Financial Institution July 2008 - Present
Pride Technology December 2009 - July 2010
Bear Stearns October 1997 - November 2008
American Red Cross September 1996 - August 2006
AIG Technologies June 1999 - November 1999
BASF IT Services October 1996 - October 1997
Beneficial July 1983 - October 1996
International Paper June 1972 - July 1983
Skills
Disaster Recovery, Crisis Management, Data Center, Security, Customer Relations, Business Continuity, IT Management, Team Leadership, Business Continuity..., Risk Management, Troubleshooting, Program Management, Cross-functional Team..., Customer Service, Software Documentation, Information Security, CISSP, Governance, Storage, Outsourcing, Information Technology, Leadership, Business Analysis, Change Management, Outstanding time..., Management, Mainframe, Exceptional mentor &..., ITIL, SDLC, Outstanding..., Thinking Outside The Box, Integration, Project Planning, Process Improvement, Outstanding leadership, SharePoint, Outstanding people..., Exceptional project..., PMP, Great Motivator, IT Operations, Enterprise Architecture, Superior Work Ethic, Great Personality, Logical Thinker, Visio, Incident Management, Project Portfolio..., Analytical Skills
Education
Thomas Edison State College 1985 — 1987
Business Administration
County College of Morris 1970 — 1972
AAS, Computer Techolology
Barry Tse's Bear Stearns Experience January 2000 - December 2008
Job Investment Management
Industry Investment Management
Experience
Mariner Investment Group January 2012 - January 2015
Bluefin Trading LLC May 2010 - January 2012
Bear Stearns January 2000 - December 2008
Sumitomo Bank Capital Markets June 1992 - December 2000
Skills
Derivatives, Equities, Equity Derivatives, Trading, Options, Fixed Income, Bloomberg, Capital Markets, Structured Products, Credit Derivatives, Trading Systems, Alternative Investments, Electronic Trading, Equity Trading, Valuation, Series 7, Bonds, Portfolio Management, Swaps, Financial Markets, Commodity, Hedging, Investment Banking, Securities, Asset Management, Investment Management, Interest Rate..., Financial Modeling, FX Options, ETFs, Equity Research, Emerging Markets, Structured Finance, Prime Brokerage, Proprietary Trading, Investment Strategies, Financial Structuring, Asset Allocation, Quantitative Analytics, Market Risk, Series 63, Bloomberg Terminal, Corporate Finance, Financial Risk, Financial Services, Investments, Market Making, Mutual Funds, Risk Management, Securities Lending
Education
Cornell University 1986 — 1990
BS, Economics
Mariner Investment Group January 2012 - January 2015
Bluefin Trading LLC May 2010 - January 2012
Bear Stearns January 2000 - December 2008
Sumitomo Bank Capital Markets June 1992 - December 2000
Skills
Derivatives, Equities, Equity Derivatives, Trading, Options, Fixed Income, Bloomberg, Capital Markets, Structured Products, Credit Derivatives, Trading Systems, Alternative Investments, Electronic Trading, Equity Trading, Valuation, Series 7, Bonds, Portfolio Management, Swaps, Financial Markets, Commodity, Hedging, Investment Banking, Securities, Asset Management, Investment Management, Interest Rate..., Financial Modeling, FX Options, ETFs, Equity Research, Emerging Markets, Structured Finance, Prime Brokerage, Proprietary Trading, Investment Strategies, Financial Structuring, Asset Allocation, Quantitative Analytics, Market Risk, Series 63, Bloomberg Terminal, Corporate Finance, Financial Risk, Financial Services, Investments, Market Making, Mutual Funds, Risk Management, Securities Lending
Education
Cornell University 1986 — 1990
BS, Economics
Kyriacos Kyriacou's Bear Stearns Experience 2001 - 2007
Job KK Credit Advisors Ltd
Industry Banking
Experience
Bear Stearns 2001 - 2007
Moody's Investors Service 1997 - 2001
Thomson Financial 1993 - 1997
Skills
Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Structured Finance, Valuation, Portfolio Management, Equities, Structured Products, Derivatives, Asset Management, Securities, Securitization, Alternative Investments, Investments, Financial Structuring, Financial Modeling, Private Equity, Due Diligence, Credit
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Finance, MBA
Denison University 1984 — 1988
BSc, Computer Science, Math
Bear Stearns 2001 - 2007
Moody's Investors Service 1997 - 2001
Thomson Financial 1993 - 1997
Skills
Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Structured Finance, Valuation, Portfolio Management, Equities, Structured Products, Derivatives, Asset Management, Securities, Securitization, Alternative Investments, Investments, Financial Structuring, Financial Modeling, Private Equity, Due Diligence, Credit
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Finance, MBA
Denison University 1984 — 1988
BSc, Computer Science, Math
Milbert Kiggundu-Bentham's Bear Stearns Experience August 2000 - April 2004
Job Founder at Kalulu Kids
Industry Apparel & Fashion
Experience
Bank of America Merrill Lynch September 2014 - Present
Kalulu Kids May 2012 - Present
Self Employed May 2008 - May 2012
Standard & Poor's April 2004 - April 2008
Bear Stearns August 2000 - April 2004
PaineWebber June 1999 - August 1999
Skills
Investments, Financial Modeling, Capital Markets, Entrepreneurship, Fixed Income, Corporate Social..., Risk Management, ABS, Derivatives, Equities, Finance, Operations Management, Leveraged Finance, Portfolio Management, Start-ups
Education
Georgetown University 1998 — 2000
MBA, Finance
Cornell University 1992 — 1996
Bsc, Applied economics and business management
Bank of America Merrill Lynch September 2014 - Present
Kalulu Kids May 2012 - Present
Self Employed May 2008 - May 2012
Standard & Poor's April 2004 - April 2008
Bear Stearns August 2000 - April 2004
PaineWebber June 1999 - August 1999
Skills
Investments, Financial Modeling, Capital Markets, Entrepreneurship, Fixed Income, Corporate Social..., Risk Management, ABS, Derivatives, Equities, Finance, Operations Management, Leveraged Finance, Portfolio Management, Start-ups
Education
Georgetown University 1998 — 2000
MBA, Finance
Cornell University 1992 — 1996
Bsc, Applied economics and business management
anindya chatterjee's Bear Stearns Experience 2004 - 2006
Job Senior Portfolio Manager at City National Rochdale Investment Management
Industry Financial Services
Experience
City National Rochdale April 2011 - Present
IIFL Inc., New York March 2009 - March 2011
American Oriental Bioengineering May 2008 - May 2009
Jefferies & Company May 2006 - April 2008
Bear Stearns 2004 - 2006
IDEAglobal 2001 - 2004
ANZ Investment Bank 1998 - 2000
NatWest Markets 1996 - 1998
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
Delhi School of Economics
Don Bosco School, Park Circus
City National Rochdale April 2011 - Present
IIFL Inc., New York March 2009 - March 2011
American Oriental Bioengineering May 2008 - May 2009
Jefferies & Company May 2006 - April 2008
Bear Stearns 2004 - 2006
IDEAglobal 2001 - 2004
ANZ Investment Bank 1998 - 2000
NatWest Markets 1996 - 1998
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
Delhi School of Economics
Don Bosco School, Park Circus
David Mohan's Bear Stearns Experience June 2007 - November 2010
Job Relationship Advisor at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank March 2015 - Present
Ryder Supply Chain Solutions January 2013 - March 2015
State Street June 2010 - 2012
Bear Stearns June 2007 - November 2010
State Street Bank August 2004 - June 2007
Skills
Mutual Funds, Trading, Bloomberg, Investments, Equities, Portfolio Management, Securities, Fixed Income, Wealth Management, Fund Accounting, Banking, Financial Reporting, Microsoft Office
Education
Northeastern University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA)
Roger Williams University 2000 — 2004
BS, Finance
Silicon Valley Bank March 2015 - Present
Ryder Supply Chain Solutions January 2013 - March 2015
State Street June 2010 - 2012
Bear Stearns June 2007 - November 2010
State Street Bank August 2004 - June 2007
Skills
Mutual Funds, Trading, Bloomberg, Investments, Equities, Portfolio Management, Securities, Fixed Income, Wealth Management, Fund Accounting, Banking, Financial Reporting, Microsoft Office
Education
Northeastern University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA)
Roger Williams University 2000 — 2004
BS, Finance
Warren Saft's Bear Stearns Experience 2004 - June 2008
Job Managing Director at CapRok Capital LLC
Industry Financial Services
Experience
CapRok Capital LLC June 2008 - Present
Tribeca Angels September 2014 - Present
Bear Stearns 2004 - June 2008
Creditex 2000 - 2004
Citibank 1996 - 2000
Skills
Fixed Income, Capital Markets, Hedge Funds, Credit, Structured Finance, Structured Products, Investment Banking, Alternative Investments, Credit Derivatives, Derivatives, Securitization, Due Diligence, Asset Allocation
Education
Cornell University
CapRok Capital LLC June 2008 - Present
Tribeca Angels September 2014 - Present
Bear Stearns 2004 - June 2008
Creditex 2000 - 2004
Citibank 1996 - 2000
Skills
Fixed Income, Capital Markets, Hedge Funds, Credit, Structured Finance, Structured Products, Investment Banking, Alternative Investments, Credit Derivatives, Derivatives, Securitization, Due Diligence, Asset Allocation
Education
Cornell University
Joe Rosato's Bear Stearns Experience July 2003 - September 2008
Job Tolis Advisors, LP
Industry Financial Services
Experience
Tolis Advisors, LP January 2015 - Present
JP Morgan September 2008 - December 2014
Bear Stearns July 2003 - September 2008
Education
Cornell University 1999 — 2003
Tolis Advisors, LP January 2015 - Present
JP Morgan September 2008 - December 2014
Bear Stearns July 2003 - September 2008
Education
Cornell University 1999 — 2003
Beatriz Villada's Bear Stearns Experience 1987 - 2008
Job HR Admin Center Specialist at Novartis Consumer Health
Industry Investment Banking
Experience
Novartis Consumer Health February 2013 - Present
Middle Atlantic Products, Inc. November 2010 - April 2011
Ysabel William, Esq. January 2010 - October 2010
Bear Stearns 1987 - 2008
Skills
Microsoft Office, Microsoft Excel, Process Improvement, Team Building, Software Documentation, Outlook, Change Management, Organizational..., Customer Service, Negotiation, Spanish, PowerPoint, Team Leadership, Project Management, Microsoft Word
Education
County College of Morris
Fairleigh Dickinson University
Novartis Consumer Health February 2013 - Present
Middle Atlantic Products, Inc. November 2010 - April 2011
Ysabel William, Esq. January 2010 - October 2010
Bear Stearns 1987 - 2008
Skills
Microsoft Office, Microsoft Excel, Process Improvement, Team Building, Software Documentation, Outlook, Change Management, Organizational..., Customer Service, Negotiation, Spanish, PowerPoint, Team Leadership, Project Management, Microsoft Word
Education
County College of Morris
Fairleigh Dickinson University
Jonas Modesto's Bear Stearns Experience September 2003 - June 2008
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns September 2003 - June 2008
Merrill-Lynch 1997 - 2003
Prudential Reinsurance 1992 - 1996
Education
De La Salle University 1985 — 1989
JPMorgan Chase June 2008 - Present
Bear Stearns September 2003 - June 2008
Merrill-Lynch 1997 - 2003
Prudential Reinsurance 1992 - 1996
Education
De La Salle University 1985 — 1989
Gaytri Dani's Bear Stearns Experience March 1999 - May 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2010 - Present
JPMorgan June 2008 - August 2010
Bear Stearns March 1999 - May 2008
NIIT 1995 - 1997
CMC Limited 1991 - 1995
Skills
Equities
Education
Institute of Management Technology, Ghaziabad 1988 — 1991
Delhi University
Kendriya Vidyalaya
Goldman Sachs August 2010 - Present
JPMorgan June 2008 - August 2010
Bear Stearns March 1999 - May 2008
NIIT 1995 - 1997
CMC Limited 1991 - 1995
Skills
Equities
Education
Institute of Management Technology, Ghaziabad 1988 — 1991
Delhi University
Kendriya Vidyalaya
Bevan Sachs's Bear Stearns Experience June 2007 - June 2008
Job Vice President at Guggenheim Partners
Industry Banking
Experience
Guggenheim Securities, LLC June 2009 - Present
Bear Stearns June 2007 - June 2008
Mezzacappa Management August 2003 - June 2007
CIBC World Markets June 2002 - August 2002
Skills
Investment Banking, Hedge Funds, Financial Modeling, Capital Markets, Equities, Alternative Investments, Valuation, Bloomberg, Asset Managment, Investments, Fixed Income, Due Diligence
Education
Cornell University 2000 — 2003
BS, Finance
Guggenheim Securities, LLC June 2009 - Present
Bear Stearns June 2007 - June 2008
Mezzacappa Management August 2003 - June 2007
CIBC World Markets June 2002 - August 2002
Skills
Investment Banking, Hedge Funds, Financial Modeling, Capital Markets, Equities, Alternative Investments, Valuation, Bloomberg, Asset Managment, Investments, Fixed Income, Due Diligence
Education
Cornell University 2000 — 2003
BS, Finance
Louis Nees's Bear Stearns Experience March 1997 - May 2008
Job MD at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns March 1997 - May 2008
Education
Cornell University 1979 — 1983
JP Morgan June 2008 - Present
Bear Stearns March 1997 - May 2008
Education
Cornell University 1979 — 1983
Matthew Herman's Bear Stearns Experience April 2006 - August 2008
Job Associate General Counsel at Russell Reynolds Associates
Industry Law Practice
Experience
Russell Reynolds Associates August 2015 - Present
Jefferies LLC October 2010 - July 2015
Aurora Bank FSB September 2009 - October 2010
Merrill Lynch September 2008 - June 2009
Bear Stearns April 2006 - August 2008
Paul Hastings August 2003 - April 2006
Weil Gotshal and Manges September 2001 - July 2003
Kauff McClain & McGuire LLP 1999 - 2000
Skills
Employment Law
Education
New York University School of Law 1998 — 2001
JD
Dartmouth College 1994 — 1998
BA, Government
Clarkstown High School North 1990 — 1994
Russell Reynolds Associates August 2015 - Present
Jefferies LLC October 2010 - July 2015
Aurora Bank FSB September 2009 - October 2010
Merrill Lynch September 2008 - June 2009
Bear Stearns April 2006 - August 2008
Paul Hastings August 2003 - April 2006
Weil Gotshal and Manges September 2001 - July 2003
Kauff McClain & McGuire LLP 1999 - 2000
Skills
Employment Law
Education
New York University School of Law 1998 — 2001
JD
Dartmouth College 1994 — 1998
BA, Government
Clarkstown High School North 1990 — 1994
Matt Weinstein's Bear Stearns Experience June 2003 - June 2008
Job Director Structured Product at Axonic Capital LLC
Industry Financial Services
Experience
Axonic Capital LLC September 2012 - Present
Macquarie Capital July 2010 - August 2012
Spartan Real Estate Capital LLC September 2009 - July 2010
NYU Stern School of Business August 2008 - September 2009
Bear Stearns June 2003 - June 2008
Skills
CMBS, Trading, Fixed Income, Portfolio Management, Asset Management, Commercial Real Estate
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA
Cornell University 1999 — 2003
BS, Industrial Labor Relations
Axonic Capital LLC September 2012 - Present
Macquarie Capital July 2010 - August 2012
Spartan Real Estate Capital LLC September 2009 - July 2010
NYU Stern School of Business August 2008 - September 2009
Bear Stearns June 2003 - June 2008
Skills
CMBS, Trading, Fixed Income, Portfolio Management, Asset Management, Commercial Real Estate
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA
Cornell University 1999 — 2003
BS, Industrial Labor Relations
Meaghan Fanning Karczewski's Bear Stearns Experience March 2002 - June 2002
Job Executive Director, Equity Sales Trading at JPMorgan Chase
Industry Financial Services
Scott Pacich's Bear Stearns Experience June 2006 - September 2008
Job Vice President at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan September 2008 - Present
Bear Stearns June 2006 - September 2008
Altria Corporate Services June 2004 - June 2006
Altria 2003 - 2006
Nabisco February 1999 - June 2004
Nabisco February 1986 - January 1999
Beneficial Data Processing October 1978 - February 1986
Skills
Vendor Management, ITIL, Integration, Cross-functional Team..., Disaster Recovery, IT Strategy, Data Center, Information Technology, Technical Support, Requirements Analysis, IT Management, Business Process, Project Management, Mainframe, Management, SDLC, Change Management, Infrastructure, Business Analysis, Operating Systems, Business Intelligence, Mergers & Acquisitions, Leadership, Enterprise Architecture, Project Planning, PMP, Visio, Process Improvement, Program Management, Incident Management, Hardware
Education
County College of Morris 1975 — 1977
AAS, Computer Science
JP Morgan September 2008 - Present
Bear Stearns June 2006 - September 2008
Altria Corporate Services June 2004 - June 2006
Altria 2003 - 2006
Nabisco February 1999 - June 2004
Nabisco February 1986 - January 1999
Beneficial Data Processing October 1978 - February 1986
Skills
Vendor Management, ITIL, Integration, Cross-functional Team..., Disaster Recovery, IT Strategy, Data Center, Information Technology, Technical Support, Requirements Analysis, IT Management, Business Process, Project Management, Mainframe, Management, SDLC, Change Management, Infrastructure, Business Analysis, Operating Systems, Business Intelligence, Mergers & Acquisitions, Leadership, Enterprise Architecture, Project Planning, PMP, Visio, Process Improvement, Program Management, Incident Management, Hardware
Education
County College of Morris 1975 — 1977
AAS, Computer Science
Khalil Manigaulte's Bear Stearns Experience October 2003 - February 2006
Job Assistant Treasurer at Discovery Capital Management
Industry Financial Services
Experience
Discovery Capital Management January 2012 - Present
Discovery Capital Management, LLC October 2008 - December 2011
Barclays Capital February 2006 - May 2008
Bear Stearns October 2003 - February 2006
PaineWebber April 2000 - January 2001
Prudential Insurance April 1997 - April 2000
Skills
Series 7, Series 63, Equities, Capital Markets, Securities, Bloomberg, Prime Brokerage, Fixed Income, Hedge Funds, Investments, Alternative Investments, Private Equity, Finance, Derivatives, Valuation, FX Options, Investment Banking, Financial Modeling, Asset Management
Education
Cornell University 1991 — 1996
Bachelor of Science, Policy and Management
phillippa schuyler 1983 — 1986
Discovery Capital Management January 2012 - Present
Discovery Capital Management, LLC October 2008 - December 2011
Barclays Capital February 2006 - May 2008
Bear Stearns October 2003 - February 2006
PaineWebber April 2000 - January 2001
Prudential Insurance April 1997 - April 2000
Skills
Series 7, Series 63, Equities, Capital Markets, Securities, Bloomberg, Prime Brokerage, Fixed Income, Hedge Funds, Investments, Alternative Investments, Private Equity, Finance, Derivatives, Valuation, FX Options, Investment Banking, Financial Modeling, Asset Management
Education
Cornell University 1991 — 1996
Bachelor of Science, Policy and Management
phillippa schuyler 1983 — 1986
Marielle Jan de Beur's Bear Stearns Experience 2006 - 2008
Job Investment Banking Professional
Industry Investment Banking
Experience
Wells Fargo 2008 - Present
Bear Stearns 2006 - 2008
Morgan Stanley 2000 - 2006
Legg Mason 1998 - 2000
Skills
Structured Products, CMBS, Investment Banking, Research, Fixed Income, Securitization, Capital Markets, Bloomberg, Equities, Hedge Funds, Securities, Debt, Credit Analysis, Asset Management, Investments, Loans, Real Estate Finance, Underwriting, Commercial Mortgages, Series 7, Equity Research, Real Estate Investment, Real Estate, Structured Finance, Asset Managment, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
MBA, Finance
Cornell University 1984 — 1988
Wells Fargo 2008 - Present
Bear Stearns 2006 - 2008
Morgan Stanley 2000 - 2006
Legg Mason 1998 - 2000
Skills
Structured Products, CMBS, Investment Banking, Research, Fixed Income, Securitization, Capital Markets, Bloomberg, Equities, Hedge Funds, Securities, Debt, Credit Analysis, Asset Management, Investments, Loans, Real Estate Finance, Underwriting, Commercial Mortgages, Series 7, Equity Research, Real Estate Investment, Real Estate, Structured Finance, Asset Managment, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
MBA, Finance
Cornell University 1984 — 1988
Albert Wagner's Bear Stearns Experience July 2006 - May 2008
Job Security and Inestigations
Industry Security and Investigations
Experience
Hunt Oil Company July 2013 - October 2014
JPMorgan May 2008 - August 2010
JPMorgan Chase 2008 - August 2010
JP Morgan 2006 - August 2010
EMC Mortgage Corporation, subsidisary of Bear Stearns 2006 - August 2008
Bear Stearsn / EMC Mortgage, a JP Morgan Chase Company (Heritage Bear Stearns) 2006 - August 2008
EMC Mortgage Corp. a division of JPMorgan Chase a former division of Bear Stearns 2006 - August 2008
Bear Stearns/EMC Mortgage Corp. 2006 - June 2008
Bear Stearns July 2006 - May 2008
Dallas Police Department August 1970 - September 2006
Skills
Security, Investigations, Change Management, Private Investigations, Fraud, Enforcement, Risk Assessment, Corporate Security, Criminal Investigations, Security Management, Internal Investigations, Investigation, Crisis Management, Physical Security, Business Continuity, Policy, Employee Relations, Surveillance, Background Checks, Security Audits, Police, Risk Management
Education
Dallas County Community College
Hunt Oil Company July 2013 - October 2014
JPMorgan May 2008 - August 2010
JPMorgan Chase 2008 - August 2010
JP Morgan 2006 - August 2010
EMC Mortgage Corporation, subsidisary of Bear Stearns 2006 - August 2008
Bear Stearsn / EMC Mortgage, a JP Morgan Chase Company (Heritage Bear Stearns) 2006 - August 2008
EMC Mortgage Corp. a division of JPMorgan Chase a former division of Bear Stearns 2006 - August 2008
Bear Stearns/EMC Mortgage Corp. 2006 - June 2008
Bear Stearns July 2006 - May 2008
Dallas Police Department August 1970 - September 2006
Skills
Security, Investigations, Change Management, Private Investigations, Fraud, Enforcement, Risk Assessment, Corporate Security, Criminal Investigations, Security Management, Internal Investigations, Investigation, Crisis Management, Physical Security, Business Continuity, Policy, Employee Relations, Surveillance, Background Checks, Security Audits, Police, Risk Management
Education
Dallas County Community College
Winnie Fong's Bear Stearns Experience January 2006 - November 2007
Job Senior Director at Fitch Ratings
Industry Banking
Experience
Fitch Ratings August 2010 - Present
Bear Stearns January 2006 - November 2007
Standard & Poor's June 1998 - January 2006
Donaldson, Lufkin & Jenrette 1996 - 1998
Skills
CDO, Structured Finance, Corporate Finance, ABS, Private Equity, Derivatives, Credit, Equity Derivatives, CLO, Fixed Income, Securitization, Structured Products, Capital Markets, Securities
Education
Cornell University 1992 — 1996
BS, Applied Mathematics
Fitch Ratings August 2010 - Present
Bear Stearns January 2006 - November 2007
Standard & Poor's June 1998 - January 2006
Donaldson, Lufkin & Jenrette 1996 - 1998
Skills
CDO, Structured Finance, Corporate Finance, ABS, Private Equity, Derivatives, Credit, Equity Derivatives, CLO, Fixed Income, Securitization, Structured Products, Capital Markets, Securities
Education
Cornell University 1992 — 1996
BS, Applied Mathematics
Bhargav Kura's Bear Stearns Experience 2006 - 2008
Job Vice President at Nomura Securities
Industry Capital Markets
Experience
Nomura Securities June 2013 - Present
Hudson Advisors / Lone Star August 2009 - May 2013
JP Morgan Chase June 2008 - August 2009
Bear Stearns 2006 - 2008
Karvy Global Services July 2005 - June 2006
Skills
Microsoft Excel, Loan Servicing, Loans, Financial Modeling, Financial Analysis, Portfolio Management, Mortgage Lending, Valuation, MBS, Capital Markets, Asset Managment, Asset Management, Financial Risk, Investments, Mortgage Servicing, Structured Finance
Education
Cornell University 1999 — 2003
B.A., Economics & Mathematics
Nomura Securities June 2013 - Present
Hudson Advisors / Lone Star August 2009 - May 2013
JP Morgan Chase June 2008 - August 2009
Bear Stearns 2006 - 2008
Karvy Global Services July 2005 - June 2006
Skills
Microsoft Excel, Loan Servicing, Loans, Financial Modeling, Financial Analysis, Portfolio Management, Mortgage Lending, Valuation, MBS, Capital Markets, Asset Managment, Asset Management, Financial Risk, Investments, Mortgage Servicing, Structured Finance
Education
Cornell University 1999 — 2003
B.A., Economics & Mathematics
Paul Galvez's Bear Stearns Experience 2003 - 2004
Job Seasoned Business Analyst and Project Manager
Industry Investment Banking
Experience
ING 2010 - Present
Morgan Stanley 2007 - 2010
Nomura Securities 2004 - 2007
Bear Stearns 2003 - 2004
Citi 2000 - 2002
Federal Reserve Bank of New York 1996 - 2000
Skills
Analysis, Business Analysis, Business Process, Capital Markets, Derivatives, Fixed Income, Investment Banking, Investments, Management, Mergers, Private Equity, Project Management, Risk Management, SDLC, Trading Systems, Valuation, Equities, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2013 — 2014
Executive Education
The International Management Institute - Belgium 2002 — 2003
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick 1992 — 1996
Bachelor's degree, Management Science and Information Systems
Rutgers University-New Brunswick 1992 — 1996
Bachelor's degree, Mass Media and Journalism
ING 2010 - Present
Morgan Stanley 2007 - 2010
Nomura Securities 2004 - 2007
Bear Stearns 2003 - 2004
Citi 2000 - 2002
Federal Reserve Bank of New York 1996 - 2000
Skills
Analysis, Business Analysis, Business Process, Capital Markets, Derivatives, Fixed Income, Investment Banking, Investments, Management, Mergers, Private Equity, Project Management, Risk Management, SDLC, Trading Systems, Valuation, Equities, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2013 — 2014
Executive Education
The International Management Institute - Belgium 2002 — 2003
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick 1992 — 1996
Bachelor's degree, Management Science and Information Systems
Rutgers University-New Brunswick 1992 — 1996
Bachelor's degree, Mass Media and Journalism
Joshua Little's Bear Stearns Experience May 2004 - August 2004
Job Associate General Counsel at Third Avenue Management
Industry Financial Services
Experience
Third Avenue Management January 2013 - Present
Kramer Levin Naftalis & Frankel LLP April 2008 - January 2013
Sportstars, Inc. February 2006 - February 2008
Bear Stearns May 2004 - August 2004
Skills
Corporate Law, Private Equity, Venture Capital, Mergers, Hedge Funds, Joint Ventures, Contract Negotiation, Derivatives
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Business
Fordham University School of Law 2004 — 2007
JD, Law
Cornell University 2000 — 2004
BS, Dyson School of Applied Economics and Management
Third Avenue Management January 2013 - Present
Kramer Levin Naftalis & Frankel LLP April 2008 - January 2013
Sportstars, Inc. February 2006 - February 2008
Bear Stearns May 2004 - August 2004
Skills
Corporate Law, Private Equity, Venture Capital, Mergers, Hedge Funds, Joint Ventures, Contract Negotiation, Derivatives
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Business
Fordham University School of Law 2004 — 2007
JD, Law
Cornell University 2000 — 2004
BS, Dyson School of Applied Economics and Management
Scott Sodokoff's Bear Stearns Experience 2007 - 2008
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald November 2011 - Present
Citadel Securities June 2011 - September 2011
Piper Jaffray 2008 - June 2011
Bear Stearns 2007 - 2008
UBS 2001 - 2007
Prudential Securities 1987 - 2000
Skills
Bonds, Credit, Capital Markets, Project Finance, Hedge Funds, Fixed Income, Derivatives, Credit Analysis, Investments, Trading, Structured Finance, Equities, Investment Banking, Portfolio Management
Education
Dartmouth College 1983 — 1987
BA, Computer Science
Lawrenceville School 1981 — 1983
High School
Cantor Fitzgerald November 2011 - Present
Citadel Securities June 2011 - September 2011
Piper Jaffray 2008 - June 2011
Bear Stearns 2007 - 2008
UBS 2001 - 2007
Prudential Securities 1987 - 2000
Skills
Bonds, Credit, Capital Markets, Project Finance, Hedge Funds, Fixed Income, Derivatives, Credit Analysis, Investments, Trading, Structured Finance, Equities, Investment Banking, Portfolio Management
Education
Dartmouth College 1983 — 1987
BA, Computer Science
Lawrenceville School 1981 — 1983
High School
Jeremy Goldman's Bear Stearns Experience March 2006 - June 2008
Job Director, Syndicate at Mitsubishi UFJ Securities
Industry Capital Markets
Experience
Mitsubishi UFJ Securities April 2011 - Present
Aladdin Capital May 2009 - April 2011
Muriel Siebert & Co., Inc. June 2008 - May 2009
Bear Stearns March 2006 - June 2008
Bear Stearns May 2004 - August 2004
Skills
Syndicate, Capital Markets, Fixed Income, Emerging Markets, Credit
Education
Denison University 2001 — 2005
BA, Political Science
Mitsubishi UFJ Securities April 2011 - Present
Aladdin Capital May 2009 - April 2011
Muriel Siebert & Co., Inc. June 2008 - May 2009
Bear Stearns March 2006 - June 2008
Bear Stearns May 2004 - August 2004
Skills
Syndicate, Capital Markets, Fixed Income, Emerging Markets, Credit
Education
Denison University 2001 — 2005
BA, Political Science
Kerstin Ramstrom's Bear Stearns Experience September 2001 - June 2006
Job Senior Equity Research Analyst at Mutual of America
Industry Financial Services
Experience
Mutual of America August 2014 - Present
Northern Trust November 2011 - July 2014
K&L Ventures Ltd. April 2009 - March 2011
State Street Global Advisors June 2006 - December 2008
Bear Stearns September 2001 - June 2006
Fidelity Investments June 1994 - August 2000
Fidelity Investments Institutional Services (FIIS) 1994 - 1999
Fidelity Investments Institutional Services, Co, Inc. 1994 - 1999
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, Finance
Skidmore College 1987 — 1991
BA, Physics and Math
St. Mark's School
Mutual of America August 2014 - Present
Northern Trust November 2011 - July 2014
K&L Ventures Ltd. April 2009 - March 2011
State Street Global Advisors June 2006 - December 2008
Bear Stearns September 2001 - June 2006
Fidelity Investments June 1994 - August 2000
Fidelity Investments Institutional Services (FIIS) 1994 - 1999
Fidelity Investments Institutional Services, Co, Inc. 1994 - 1999
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, Finance
Skidmore College 1987 — 1991
BA, Physics and Math
St. Mark's School
Louis Nees's Bear Stearns Experience March 1997 - June 2008
Job SVP Capital Markets at Walter Investment Managment/Greentree Servicing
Industry Financial Services
Experience
Walter Investment Managment/Greentree Servicing February 2013 - Present
GMAC Mortgage March 2011 - January 2013
Ally Financial Inc. February 2009 - February 2011
JP Morgan June 2008 - December 2008
Bear Stearns March 1997 - June 2008
Lehman Brothers 1983 - 1997
Skills
Capital Markets, Securitization, Fixed Income, Structured Products, Trading, Portfolio Management, ABS, Asset Management, MBS, Hedge Funds, Structured Finance, Management, CDO, Derivatives, Options, Swaps, Hedging, Bloomberg, Credit, Financial Risk, Credit Derivatives, Financial Structuring, Mortgage Lending, Equities
Education
Cornell University 1979 — 1983
BS, Operations Research and Information Engineering
Walter Investment Managment/Greentree Servicing February 2013 - Present
GMAC Mortgage March 2011 - January 2013
Ally Financial Inc. February 2009 - February 2011
JP Morgan June 2008 - December 2008
Bear Stearns March 1997 - June 2008
Lehman Brothers 1983 - 1997
Skills
Capital Markets, Securitization, Fixed Income, Structured Products, Trading, Portfolio Management, ABS, Asset Management, MBS, Hedge Funds, Structured Finance, Management, CDO, Derivatives, Options, Swaps, Hedging, Bloomberg, Credit, Financial Risk, Credit Derivatives, Financial Structuring, Mortgage Lending, Equities
Education
Cornell University 1979 — 1983
BS, Operations Research and Information Engineering
Christian Bateson's Bear Stearns Experience July 1999 - May 2008
Job Fixed Income Sales at Imperial Capital LLC
Industry Financial Services
Experience
Imperial Capital LLC April 2009 - Present
Coast Asset Management February 2009 - April 2009
JP Morgan June 2008 - November 2008
Bear Stearns July 1999 - May 2008
Education
Dartmouth College 1995 — 1999
Phillips Academy
Imperial Capital LLC April 2009 - Present
Coast Asset Management February 2009 - April 2009
JP Morgan June 2008 - November 2008
Bear Stearns July 1999 - May 2008
Education
Dartmouth College 1995 — 1999
Phillips Academy
Oli Jonsson's Bear Stearns Experience April 1996 - June 2008
Job Hekla Capital LLC
Industry Financial Services
Experience
Hekla Capital LLC February 2011 - Present
Chicago Trading Company January 2009 - June 2010
Bear Stearns April 1996 - June 2008
UBS 1995 - 1996
Merrill Lynch 1994 - 1995
Skills
Derivatives, Options, Equity Derivatives, FX Options, Trading Systems, Electronic Trading, Quantitative Investing, Equities, Foreign Exchange, Capital Markets, Quantitative Analytics, Fixed Income, Trading, Hedge Funds, Low Latency, Financial Markets, Quantitative Finance, Proprietary Trading, Bonds, Trading Strategies, Alternative Investments, Hedging, Series 7, Financial Structuring, Structured Products, Financial Modeling, Risk Management, Investments, Bloomberg, Market Making, Market Data, Structured Finance, Financial Risk, FX trading, Currency, Commodity, Credit Derivatives, Technical Analysis
Education
Cornell University 1987 — 1994
Ph. D., Electrical Engineering
Københavns Teknikum (Copenhagen Denmark) 1983 — 1986
Bachelor's Degree, Electrical Engineering
Hekla Capital LLC February 2011 - Present
Chicago Trading Company January 2009 - June 2010
Bear Stearns April 1996 - June 2008
UBS 1995 - 1996
Merrill Lynch 1994 - 1995
Skills
Derivatives, Options, Equity Derivatives, FX Options, Trading Systems, Electronic Trading, Quantitative Investing, Equities, Foreign Exchange, Capital Markets, Quantitative Analytics, Fixed Income, Trading, Hedge Funds, Low Latency, Financial Markets, Quantitative Finance, Proprietary Trading, Bonds, Trading Strategies, Alternative Investments, Hedging, Series 7, Financial Structuring, Structured Products, Financial Modeling, Risk Management, Investments, Bloomberg, Market Making, Market Data, Structured Finance, Financial Risk, FX trading, Currency, Commodity, Credit Derivatives, Technical Analysis
Education
Cornell University 1987 — 1994
Ph. D., Electrical Engineering
Københavns Teknikum (Copenhagen Denmark) 1983 — 1986
Bachelor's Degree, Electrical Engineering
Min Shin's Bear Stearns Experience 2007 - 2008
Job Luna Advisors
Industry Financial Services
Experience
Luna Advisors 2008 - Present
Luna International 2011 - Present
Bear Stearns 2007 - 2008
Morgan Stanley 2004 - 2007
Skills
Asset Managment, Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Capital Markets, Options, Private Equity, Trading, Electronic Trading, Valuation
Education
Cornell University
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor of Applied Science (B.A.Sc.), Economics
Luna Advisors 2008 - Present
Luna International 2011 - Present
Bear Stearns 2007 - 2008
Morgan Stanley 2004 - 2007
Skills
Asset Managment, Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Capital Markets, Options, Private Equity, Trading, Electronic Trading, Valuation
Education
Cornell University
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor of Applied Science (B.A.Sc.), Economics
David Lefkowitz's Bear Stearns Experience 2000 - 2008
Job MD at JP Morgan
Industry Banking
Experience
JP Morgan Securities Inc 2008 - Present
Bear Stearns 2000 - 2008
Education
Cornell University 1991 — 1995
Bachelor of Science (BS)
JP Morgan Securities Inc 2008 - Present
Bear Stearns 2000 - 2008
Education
Cornell University 1991 — 1995
Bachelor of Science (BS)
Sergei Zagin's Bear Stearns Experience June 1999 - March 2003
Job Managing Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo March 2003 - Present
Bear Stearns June 1999 - March 2003
BNP Paribas Fortis May 1997 - August 1998
Prudential Financial May 1996 - May 1997
Skills
Fixed Income, Structured Finance, CDO, ABS, Structured Products, Securitization, Investment Banking, Derivatives, Emerging Markets, Trading, Asset Management, Capital Markets, Credit Analysis, Hedge Funds, Alternative Investments, Bonds, Financial Structuring, Leveraged Finance, Portfolio Management, High Yield, CLO, Valuation, Credit Derivatives, CMBS, MBS, Credit
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Temple University 1994 — 1996
BBA, Business
Wells Fargo March 2003 - Present
Bear Stearns June 1999 - March 2003
BNP Paribas Fortis May 1997 - August 1998
Prudential Financial May 1996 - May 1997
Skills
Fixed Income, Structured Finance, CDO, ABS, Structured Products, Securitization, Investment Banking, Derivatives, Emerging Markets, Trading, Asset Management, Capital Markets, Credit Analysis, Hedge Funds, Alternative Investments, Bonds, Financial Structuring, Leveraged Finance, Portfolio Management, High Yield, CLO, Valuation, Credit Derivatives, CMBS, MBS, Credit
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Temple University 1994 — 1996
BBA, Business
Felicia Grumet's Bear Stearns Experience November 1993 - May 2008
Job Managing Director at Bank of America
Industry Research
Experience
Bank of America June 2010 - Present
Egan-Jones Structured Products February 2009 - September 2009
Tricadia May 2008 - November 2008
Bear Stearns November 1993 - May 2008
Deloitte & Touche June 1991 - November 1993
Education
Cornell University 1987 — 1991
BS, Applied Economics and Business Management
Bank of America June 2010 - Present
Egan-Jones Structured Products February 2009 - September 2009
Tricadia May 2008 - November 2008
Bear Stearns November 1993 - May 2008
Deloitte & Touche June 1991 - November 1993
Education
Cornell University 1987 — 1991
BS, Applied Economics and Business Management
Marie Fenn's Bear Stearns Experience 2004 - 2008
Job Payroll Specialist at PGA TOUR
Industry Accounting
Experience
PGA TOUR May 2012 - Present
NorthgateArinso December 2008 - March 2012
Bear Stearns 2004 - 2008
Education
St. John's River State College 2009 — 2013
Accounting
County College of Morris 1988 — 1990
Business
PGA TOUR May 2012 - Present
NorthgateArinso December 2008 - March 2012
Bear Stearns 2004 - 2008
Education
St. John's River State College 2009 — 2013
Accounting
County College of Morris 1988 — 1990
Business
Daniel Frommer's Bear Stearns Experience August 1996 - June 2008
Job Investment Professional
Industry Investment Management
Experience
UBS Investment Bank April 2009 - December 2013
Advent Capital Management June 2008 - December 2008
Bear Stearns August 1996 - June 2008
Nomura May 1994 - August 1996
Skills
Distressed Debt, Trading, High Yield, Credit Derivatives, Fixed Income, Risk Management, Convertible Bonds, CDS, Rates, Credit, Capital Markets, Hedge Funds, Portfolio Management, Derivatives, Mutual Funds, Equities, Bonds
Education
Cornell University
B.A., Economics, International Relations
New York University - Leonard N. Stern School of Business
MBA, Finance
UBS Investment Bank April 2009 - December 2013
Advent Capital Management June 2008 - December 2008
Bear Stearns August 1996 - June 2008
Nomura May 1994 - August 1996
Skills
Distressed Debt, Trading, High Yield, Credit Derivatives, Fixed Income, Risk Management, Convertible Bonds, CDS, Rates, Credit, Capital Markets, Hedge Funds, Portfolio Management, Derivatives, Mutual Funds, Equities, Bonds
Education
Cornell University
B.A., Economics, International Relations
New York University - Leonard N. Stern School of Business
MBA, Finance
Scott Ising's Bear Stearns Experience January 2006 - May 2008
Job Investment Professional
Industry Financial Services
Experience
Bosphorus Trading Ltd. January 2010 - Present
JPMorgan June 2008 - February 2009
Bear Stearns January 2006 - May 2008
Avaya 2003 - 2006
Education
Tuck School of Business at Dartmouth 2001 — 2003
MBA, MBA
Cornell University 1993 — 1996
BSc, Economics
The London School of Economics and Political Science (LSE) 1995 — 1995
Study Abroad, Economics
Bosphorus Trading Ltd. January 2010 - Present
JPMorgan June 2008 - February 2009
Bear Stearns January 2006 - May 2008
Avaya 2003 - 2006
Education
Tuck School of Business at Dartmouth 2001 — 2003
MBA, MBA
Cornell University 1993 — 1996
BSc, Economics
The London School of Economics and Political Science (LSE) 1995 — 1995
Study Abroad, Economics
Ricki Lederman's Bear Stearns Experience 1999 - 2008
Job
Industry Apparel & Fashion
Experience
The Girls, www.thegirlsapparel.com January 2009 - Present
Bank of America January 2010 - March 2012
OneWire June 2009 - December 2009
RL Consulting April 2009 - June 2009
Bear Stearns 1999 - 2008
Education
Cornell University 1995 — 1999
B.S
The Girls, www.thegirlsapparel.com January 2009 - Present
Bank of America January 2010 - March 2012
OneWire June 2009 - December 2009
RL Consulting April 2009 - June 2009
Bear Stearns 1999 - 2008
Education
Cornell University 1995 — 1999
B.S
Jesse Veverka's Bear Stearns Experience August 2000 - March 2002
Job Cofounder and CEO at Veverka Bros. Productions LLC
Industry Motion Pictures and Film
Experience
Veverka Bros. Productions LLC March 2008 - Present
Bear Stearns August 2000 - March 2002
Skills
Economics, Photography, English, Nonprofits, Blogging, Social Media, Entrepreneurship, Teaching, Public Speaking, Editing, Social Media Marketing, Politics
Education
Cornell University
IUC
Veverka Bros. Productions LLC March 2008 - Present
Bear Stearns August 2000 - March 2002
Skills
Economics, Photography, English, Nonprofits, Blogging, Social Media, Entrepreneurship, Teaching, Public Speaking, Editing, Social Media Marketing, Politics
Education
Cornell University
IUC
John Palmiero's Bear Stearns Experience May 2004 - October 2005
Job Business Analyst/Project Manager
Industry Financial Services
Experience
University Physicians Group October 2013 - Present
GFI Group October 2005 - July 2009
Bear Stearns May 2004 - October 2005
Skills
Trading Systems, Trading, Fixed Income, Derivatives, Equities, Electronic Trading, Market Data, Capital Markets, Bloomberg, Business Analysis, FX Options, Risk Management, Management, Options, Financial Markets, Microsoft Office
Education
Dartmouth College 2004 — 2005
Bachelor's degree, Psychology and government
Dartmouth College 2000 — 2004
Bachelor's degree, Psychology and Jurisprudence
University Physicians Group October 2013 - Present
GFI Group October 2005 - July 2009
Bear Stearns May 2004 - October 2005
Skills
Trading Systems, Trading, Fixed Income, Derivatives, Equities, Electronic Trading, Market Data, Capital Markets, Bloomberg, Business Analysis, FX Options, Risk Management, Management, Options, Financial Markets, Microsoft Office
Education
Dartmouth College 2004 — 2005
Bachelor's degree, Psychology and government
Dartmouth College 2000 — 2004
Bachelor's degree, Psychology and Jurisprudence
Brett Bradfield's Bear Stearns Experience April 2002 - September 2003
Job Portfolio Director, Cleavestone Venture IV at Cleavestone Capital
Industry Financial Services
Experience
Cleavestone Capital October 2003 - Present
Bear Stearns April 2002 - September 2003
Bear Stearns May 2000 - March 2002
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MBA, Finance
University of Connecticut 1995 — 2000
BS, Finance
Cleavestone Capital October 2003 - Present
Bear Stearns April 2002 - September 2003
Bear Stearns May 2000 - March 2002
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MBA, Finance
University of Connecticut 1995 — 2000
BS, Finance
Jack Grieshaber's Bear Stearns Experience March 1996 - August 1997
Job Senior Programmer Analyst/Web Developer
Industry Computer Software
Experience
Hospira 2012 - Present
Core Software Solutions April 2009 - Present
Gemological Institute of America February 1998 - February 2009
Bear Stearns March 1996 - August 1997
Merck April 1995 - March 1996
At the following companies as a consultant: May 1992 - April 1995
Education
Council for Service Management Education (CSME)
Certificate, IT-Service Management (ITIL)
County College of Morris
1991 Course Completed, CICS for COBOL Mainframe programming
Lynda.com
Web Development languages
Macromedia Training
Certificate
Oracle University
Certificate
Palomar College
2006 Course Completed, Java Fundamentals
The Chubb Institute
Diploma, Computer Programming
The College of New Jersey
BA, Mathematics
Tiffany Computer Systems
Certificate, Powerbuilder
Hospira 2012 - Present
Core Software Solutions April 2009 - Present
Gemological Institute of America February 1998 - February 2009
Bear Stearns March 1996 - August 1997
Merck April 1995 - March 1996
At the following companies as a consultant: May 1992 - April 1995
Education
Council for Service Management Education (CSME)
Certificate, IT-Service Management (ITIL)
County College of Morris
1991 Course Completed, CICS for COBOL Mainframe programming
Lynda.com
Web Development languages
Macromedia Training
Certificate
Oracle University
Certificate
Palomar College
2006 Course Completed, Java Fundamentals
The Chubb Institute
Diploma, Computer Programming
The College of New Jersey
BA, Mathematics
Tiffany Computer Systems
Certificate, Powerbuilder
Rayna Regenthal's Bear Stearns Experience October 1999 - March 2009
Job Independent Accounting Professional
Industry Accounting
Experience
Poor Boy Trading March 2013 - Present
Bear Stearns October 1999 - March 2009
Skills
Bookkeeping, Tax, Corporate Tax, Journal Entries, Accountants, Nonprofits, General Ledger, QuickBooks, Customer Service, Accounting, Strategic Planning, Account Reconciliation, Financial Accounting, Financial Reporting
Education
Morris Hillls High School 1987 — 1990
County College of Morris
Poor Boy Trading March 2013 - Present
Bear Stearns October 1999 - March 2009
Skills
Bookkeeping, Tax, Corporate Tax, Journal Entries, Accountants, Nonprofits, General Ledger, QuickBooks, Customer Service, Accounting, Strategic Planning, Account Reconciliation, Financial Accounting, Financial Reporting
Education
Morris Hillls High School 1987 — 1990
County College of Morris
Richard Eimbinder's Bear Stearns Experience 1996 - 2008
Job COO at SmartFinance LLC
Industry Financial Services
Experience
SmartFinance LLC October 2014 - Present
Merrill Lynch July 2009 - October 2014
JP Morgan March 2008 - July 2009
Bear Stearns 1996 - 2008
Skills
Financial Technology, Banking Technologies, Credit Cards, Payments, P2P, CLO, Analytics, Pricing, Market Pricing, Structuring, CLO Structuring
Education
Cornell University
BS
Cornell University - Johnson Graduate School of Management
MBA
SmartFinance LLC October 2014 - Present
Merrill Lynch July 2009 - October 2014
JP Morgan March 2008 - July 2009
Bear Stearns 1996 - 2008
Skills
Financial Technology, Banking Technologies, Credit Cards, Payments, P2P, CLO, Analytics, Pricing, Market Pricing, Structuring, CLO Structuring
Education
Cornell University
BS
Cornell University - Johnson Graduate School of Management
MBA
Jonathan Cheng's Bear Stearns Experience June 2004 - June 2008
Job Managing Director, Business Development at Renewable Energy Trust Capital, Inc.
Industry Renewables & Environment
Experience
Renewable Energy Trust Capital, Inc. January 2015 - Present
GCL Solar Energy August 2009 - January 2015
Bear Stearns June 2004 - June 2008
Tait Advisory Services 2002 - 2003
Rare Medium 1999 - 2001
Ernst & Young 1998 - 1999
Skills
Financial Modeling, Valuation, Due Diligence, Capital Markets, Mergers, Project Finance, Corporate Finance, Corporate Development, Financial Analysis, Investments, Renewable Energy, Acquisitions, Strategic Planning, Structured Finance, Mergers & Acquisitions, Solar Energy, Strategy, Finance, Portfolio Management, Start-ups
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance
Cornell University 1994 — 1998
Bachelor's degree, Business Management and Applied Economics
Renewable Energy Trust Capital, Inc. January 2015 - Present
GCL Solar Energy August 2009 - January 2015
Bear Stearns June 2004 - June 2008
Tait Advisory Services 2002 - 2003
Rare Medium 1999 - 2001
Ernst & Young 1998 - 1999
Skills
Financial Modeling, Valuation, Due Diligence, Capital Markets, Mergers, Project Finance, Corporate Finance, Corporate Development, Financial Analysis, Investments, Renewable Energy, Acquisitions, Strategic Planning, Structured Finance, Mergers & Acquisitions, Solar Energy, Strategy, Finance, Portfolio Management, Start-ups
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance
Cornell University 1994 — 1998
Bachelor's degree, Business Management and Applied Economics
Mimi Ka's Bear Stearns Experience 1996 - 2006
Job Legal Analyst at TIAACREF
Industry Law Practice
Experience
TIAA-CREF August 2010 - Present
Cantor Fitzgerald 2006 - 2008
Bear Stearns 1996 - 2006
Education
University of Pennsylvania Law School 1991 — 1994
JD
Cornell University 1988 — 1991
BS, Psychology
Stuyvesant
TIAA-CREF August 2010 - Present
Cantor Fitzgerald 2006 - 2008
Bear Stearns 1996 - 2006
Education
University of Pennsylvania Law School 1991 — 1994
JD
Cornell University 1988 — 1991
BS, Psychology
Stuyvesant
Gregory Lieb's Bear Stearns Experience October 1989 - June 1992
Job Financial Advice
Industry Financial Services
Experience
Alto Energy LLC October 2008 - Present
Dresdner Kleinwort January 2004 - February 2007
Dresdner Kleinwort February 2001 - January 2004
AIG March 1996 - January 2001
BNP Paribas July 1992 - January 1996
Bear Stearns October 1989 - June 1992
Stony Brook University September 1989 - June 1990
Skills
Structured Products, Structured Finance, Finance, Capital Markets, Derivatives, Financial Analysis, Investment Banking, Fixed Income, Portfolio Management, Trading, Credit, Financial Risk, Financial Modeling, Credit Derivatives, Financial Structuring, Financial Markets, Options, Hedge Funds
Education
Cornell University 1979 — 1989
PhD, Mathematics
CFA Level 1 Exam completed
Alto Energy LLC October 2008 - Present
Dresdner Kleinwort January 2004 - February 2007
Dresdner Kleinwort February 2001 - January 2004
AIG March 1996 - January 2001
BNP Paribas July 1992 - January 1996
Bear Stearns October 1989 - June 1992
Stony Brook University September 1989 - June 1990
Skills
Structured Products, Structured Finance, Finance, Capital Markets, Derivatives, Financial Analysis, Investment Banking, Fixed Income, Portfolio Management, Trading, Credit, Financial Risk, Financial Modeling, Credit Derivatives, Financial Structuring, Financial Markets, Options, Hedge Funds
Education
Cornell University 1979 — 1989
PhD, Mathematics
CFA Level 1 Exam completed
Todd Rethemeier's Bear Stearns Experience January 2001 - February 2003
Job Chief Financial Officer at Social Touch Solutions
Industry Information Technology and Services
Experience
Social Touch Solutions October 2014 - Present
Hudson Square Research January 2009 - January 2015
SurTerre Research February 2003 - January 2009
Bear Stearns January 2001 - February 2003
JP Morgan January 2000 - December 2000
Banc of America Securities July 1998 - January 2000
Booz Allen Hamilton August 1995 - July 1998
Skills
Equity Research, Business Strategy, Management Consulting, Telecommunications, Research, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Corporate Development, Private Equity, Venture Capital, Management, Mergers & Acquisitions, Financial Analysis, Finance, Investments, Capital Markets, Corporate Finance, Asset Management, Portfolio Management, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1994 — 1995
MBA, Finance and Business Strategy
Cornell University 1993 — 1994
M Eng, Operations Research & Industrial Engineering
Cornell University 1989 — 1993
BS, Operations Research & Industrial Engineering
Social Touch Solutions October 2014 - Present
Hudson Square Research January 2009 - January 2015
SurTerre Research February 2003 - January 2009
Bear Stearns January 2001 - February 2003
JP Morgan January 2000 - December 2000
Banc of America Securities July 1998 - January 2000
Booz Allen Hamilton August 1995 - July 1998
Skills
Equity Research, Business Strategy, Management Consulting, Telecommunications, Research, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Corporate Development, Private Equity, Venture Capital, Management, Mergers & Acquisitions, Financial Analysis, Finance, Investments, Capital Markets, Corporate Finance, Asset Management, Portfolio Management, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1994 — 1995
MBA, Finance and Business Strategy
Cornell University 1993 — 1994
M Eng, Operations Research & Industrial Engineering
Cornell University 1989 — 1993
BS, Operations Research & Industrial Engineering
Isis Serran-Pagan's Bear Stearns Experience 2007 - August 2008
Job Board of Directors Iamgladyscabrera Foundation
Industry Nonprofit Organization Management
Experience
Bright House Networks April 2014 - Present
Iamgladyscabrera Foundation June 2013 - Present
Catalyst Rx February 2013 - April 2014
MedSolutions March 2011 - January 2013
GHS Solutions February 2009 - August 2009
Flavors From the Heart Catering 2007 - 2009
Bear Stearns 2007 - August 2008
Credit Suisse 2007 - 2007
UBS Investment Bank November 2005 - October 2006
Fidelity Investments January 2001 - May 2005
Skills
Bilingual, Forecasting, Program Management, Scheduling, Reporting & Analysis, Corporate Finance, Medical Coding, Mutual Funds, Offshore, Onshore, Troubleshooting, Real Time, PowerPoint, Windows XP Professional, Project Coordination, Presentation Development, Multitasker, IEX, CMS, ADP Payroll, Avaya, Cisco Call Manager, MapInfo, Excel, Team Building, Microsoft Excel, Call Centers, Analysis, Process Improvement, Access, Outlook, Banking, Administration, Data Analysis, Business Analysis, Strategic Planning, Team Leadership, Finance, Data Entry, Business Process..., HIPAA, Microsoft Office, SharePoint, Project Management, Microsoft Word, Financial Services, Health Insurance, Healthcare Consulting, Contract Negotiation, Medicaid
Education
CUNY York College 1996 — 2001
International Finance, Finance, General
Le Cordon Bleu College of Culinary Arts-Orlando
Bright House Networks April 2014 - Present
Iamgladyscabrera Foundation June 2013 - Present
Catalyst Rx February 2013 - April 2014
MedSolutions March 2011 - January 2013
GHS Solutions February 2009 - August 2009
Flavors From the Heart Catering 2007 - 2009
Bear Stearns 2007 - August 2008
Credit Suisse 2007 - 2007
UBS Investment Bank November 2005 - October 2006
Fidelity Investments January 2001 - May 2005
Skills
Bilingual, Forecasting, Program Management, Scheduling, Reporting & Analysis, Corporate Finance, Medical Coding, Mutual Funds, Offshore, Onshore, Troubleshooting, Real Time, PowerPoint, Windows XP Professional, Project Coordination, Presentation Development, Multitasker, IEX, CMS, ADP Payroll, Avaya, Cisco Call Manager, MapInfo, Excel, Team Building, Microsoft Excel, Call Centers, Analysis, Process Improvement, Access, Outlook, Banking, Administration, Data Analysis, Business Analysis, Strategic Planning, Team Leadership, Finance, Data Entry, Business Process..., HIPAA, Microsoft Office, SharePoint, Project Management, Microsoft Word, Financial Services, Health Insurance, Healthcare Consulting, Contract Negotiation, Medicaid
Education
CUNY York College 1996 — 2001
International Finance, Finance, General
Le Cordon Bleu College of Culinary Arts-Orlando
Scott Posner's Bear Stearns Experience 2002 - 2008
Job Americas Equities Business Control Officer at JPMorgan Chase
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
JPMorgan Chase April 2014 - March 2015
JPMorgan Chase May 2011 - April 2014
Citadel LLC December 2009 - May 2011
JPMorgan Chase June 2008 - December 2009
Bear Stearns 2002 - 2008
Skills
Equity Derivatives, Equities, Derivatives, Fixed Income, Middle Office, Prime Brokerage, Options, Financial Markets, Hedge Funds, Credit Derivatives, Financial Services, Trading, Trading Systems, Bloomberg, Swaps, Electronic Trading, FX Options, Structured Products, Investment Banking, Interest Rate..., Capital Markets, Securities, Series 7, Alternative Investments, Bonds, Back Office, Hedging, Commodity, Market Data, Securities Lending, Emerging Markets, Market Risk, ETFs, Collateral Management, Structured Finance, Proprietary Trading, CDS, Equity Trading, Settlement, Series 63, Operational Risk, Asset Management, Financial Structuring, Fund Of Funds, Corporate Actions, FINRA, Product Control, Exotic Derivatives, Market Making, ISDA
Education
Cornell University 1986 — 1990
BS, Hotel & Restaurant Administration
Morgan Stanley March 2015 - Present
JPMorgan Chase April 2014 - March 2015
JPMorgan Chase May 2011 - April 2014
Citadel LLC December 2009 - May 2011
JPMorgan Chase June 2008 - December 2009
Bear Stearns 2002 - 2008
Skills
Equity Derivatives, Equities, Derivatives, Fixed Income, Middle Office, Prime Brokerage, Options, Financial Markets, Hedge Funds, Credit Derivatives, Financial Services, Trading, Trading Systems, Bloomberg, Swaps, Electronic Trading, FX Options, Structured Products, Investment Banking, Interest Rate..., Capital Markets, Securities, Series 7, Alternative Investments, Bonds, Back Office, Hedging, Commodity, Market Data, Securities Lending, Emerging Markets, Market Risk, ETFs, Collateral Management, Structured Finance, Proprietary Trading, CDS, Equity Trading, Settlement, Series 63, Operational Risk, Asset Management, Financial Structuring, Fund Of Funds, Corporate Actions, FINRA, Product Control, Exotic Derivatives, Market Making, ISDA
Education
Cornell University 1986 — 1990
BS, Hotel & Restaurant Administration
Natalie Levy's Bear Stearns Experience July 2007 - August 2007
Job Reade Street Prep Preschool: Director
Industry Education Management
Experience
New York University August 2014 - Present
Reade Street Prep February 2013 - Present
New York University September 2012 - Present
Lanyard Literacy August 2012 - February 2014
Council on International Education Exchange: Teach in China August 2010 - December 2010
Teach for America June 2008 - June 2010
Bear Stearns July 2007 - August 2007
Deutsche Bank July 2006 - August 2006
Bear Stearns June 2005 - August 2005
Education
NYU Steinhardt 2011 — 2012
Master of Arts (M.A.), General and Special Education (Childhood, 1 - 6)
Cornell University 2004 — 2008
BA, Italian Literature
Università di Bologna
New York University August 2014 - Present
Reade Street Prep February 2013 - Present
New York University September 2012 - Present
Lanyard Literacy August 2012 - February 2014
Council on International Education Exchange: Teach in China August 2010 - December 2010
Teach for America June 2008 - June 2010
Bear Stearns July 2007 - August 2007
Deutsche Bank July 2006 - August 2006
Bear Stearns June 2005 - August 2005
Education
NYU Steinhardt 2011 — 2012
Master of Arts (M.A.), General and Special Education (Childhood, 1 - 6)
Cornell University 2004 — 2008
BA, Italian Literature
Università di Bologna
Ralph Rose's Bear Stearns Experience August 1986 - May 2008
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup Global Markets 2008 - Present
Bear Stearns August 1986 - May 2008
Education
Cornell University - Johnson Graduate School of Management 1982 — 1984
Master of Business Administration (MBA)
Yale University 1977 — 1981
Bachelor of Arts (B.A.)
Citigroup Global Markets 2008 - Present
Bear Stearns August 1986 - May 2008
Education
Cornell University - Johnson Graduate School of Management 1982 — 1984
Master of Business Administration (MBA)
Yale University 1977 — 1981
Bachelor of Arts (B.A.)
Sarah Cantrowitz's Bear Stearns Experience January 2001 - May 2006
Job Managing Director Auction.com
Industry Real Estate
Experience
Auction.com June 2009 - Present
UBS Securities Co., Ltd July 2006 - May 2008
Bear Stearns January 2001 - May 2006
Skills
REO, Investment Properties, Loan Origination, Underwriting, CMBS, Management, Asset Management, Business Development, Disposition, Real Estate, Real Estate Economics, Investors, Real Estate Financing
Education
Cornell University 1995 — 1999
BA, History
High School
Auction.com June 2009 - Present
UBS Securities Co., Ltd July 2006 - May 2008
Bear Stearns January 2001 - May 2006
Skills
REO, Investment Properties, Loan Origination, Underwriting, CMBS, Management, Asset Management, Business Development, Disposition, Real Estate, Real Estate Economics, Investors, Real Estate Financing
Education
Cornell University 1995 — 1999
BA, History
High School
Nancy Paige's Bear Stearns Experience June 2002 - May 2003
Job Merchandising Director, Tumi
Industry Retail
Experience
Tumi May 2014 - Present
Coach August 2011 - August 2013
Coach June 2007 - July 2011
Coach May 2005 - June 2007
Bloomingdale's May 2003 - April 2005
Bear Stearns June 2002 - May 2003
Bear Stearns June 2000 - June 2002
Skills
Retail, Merchandising, Handbags, Trend Analysis, Retail Buying, Visual Merchandising, E-commerce, Assortment, Product Development, Cross-functional Team..., Sales, Fashion
Education
Cornell University 1996 — 2000
Bachelor of Science (BS), Hotel School - Business/Finance
Tumi May 2014 - Present
Coach August 2011 - August 2013
Coach June 2007 - July 2011
Coach May 2005 - June 2007
Bloomingdale's May 2003 - April 2005
Bear Stearns June 2002 - May 2003
Bear Stearns June 2000 - June 2002
Skills
Retail, Merchandising, Handbags, Trend Analysis, Retail Buying, Visual Merchandising, E-commerce, Assortment, Product Development, Cross-functional Team..., Sales, Fashion
Education
Cornell University 1996 — 2000
Bachelor of Science (BS), Hotel School - Business/Finance
Donald Zhang's Bear Stearns Experience January 2007 - March 2007
Job MBA Candidate at The Wharton School
Industry Investment Management
Experience
The Wharton School August 2014 - Present
MFS Investment Management June 2015 - August 2015
HarbourVest Partners August 2012 - July 2014
Lazard June 2009 - June 2012
Citadel June 2008 - November 2008
Merrill Lynch March 2007 - August 2007
Bear Stearns January 2007 - March 2007
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
Bachelor of Arts (BA)
International School Hannover Region 2001 — 2004
The Wharton School August 2014 - Present
MFS Investment Management June 2015 - August 2015
HarbourVest Partners August 2012 - July 2014
Lazard June 2009 - June 2012
Citadel June 2008 - November 2008
Merrill Lynch March 2007 - August 2007
Bear Stearns January 2007 - March 2007
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
Bachelor of Arts (BA)
International School Hannover Region 2001 — 2004
Margaret Kaltnecker's Bear Stearns Experience March 1991 - March 2009
Job Medical Insurance & Coding Professional
Industry Medical Practice
Experience
Bear Stearns March 1991 - March 2009
Bear Stearns & Co. 1991 - 2009
Education
CDM Institute 2010 — 2010
Certification, Med.Admin & Insurance Billing & Coding
County College of Morris 1971 — 1972
Nursing
Bear Stearns March 1991 - March 2009
Bear Stearns & Co. 1991 - 2009
Education
CDM Institute 2010 — 2010
Certification, Med.Admin & Insurance Billing & Coding
County College of Morris 1971 — 1972
Nursing
William Lum's Bear Stearns Experience 1992 - 1995
Job Trading Technology Specialist in Financial Services
Industry Information Technology and Services
Experience
Thomson Reuters 2011 - Present
Bloomberg 1999 - 2009
UBS 1997 - 1999
Bear Stearns 1992 - 1995
Skills
Investment Banking, FX trading, Electronic Trading, Financial Analysis, Currency, Equities, Bloomberg, Options, Unix, Analytics, Fixed Income, Market Data, Trading, Business Analysis, Derivatives
Education
Cornell University
BS, MEng, Mechanical Engineering
Pace University - Lubin School of Business
MBA, Business
Thomson Reuters 2011 - Present
Bloomberg 1999 - 2009
UBS 1997 - 1999
Bear Stearns 1992 - 1995
Skills
Investment Banking, FX trading, Electronic Trading, Financial Analysis, Currency, Equities, Bloomberg, Options, Unix, Analytics, Fixed Income, Market Data, Trading, Business Analysis, Derivatives
Education
Cornell University
BS, MEng, Mechanical Engineering
Pace University - Lubin School of Business
MBA, Business
Mary Vallon's Bear Stearns Experience 1996 - 2003
Job Consultant at Deutsche Bank
Industry Education Management
Experience
Deutsche Bank September 2013 - Present
The International Preschools 2008 - 2011
Bear Stearns 1996 - 2003
Skills
Leadership, Strategic Planning, Program Management, Marketing Strategy, Project Management, English, Fundraising, Public Speaking, Non-profits, Business Strategy, Event Planning, Event Management, Marketing, Research, Change Management, Social Media, Grant Writing, Nonprofits, Entrepreneurship, Management
Education
Cornell University
Bachelor of Science (BS), Applied Economics
Deutsche Bank September 2013 - Present
The International Preschools 2008 - 2011
Bear Stearns 1996 - 2003
Skills
Leadership, Strategic Planning, Program Management, Marketing Strategy, Project Management, English, Fundraising, Public Speaking, Non-profits, Business Strategy, Event Planning, Event Management, Marketing, Research, Change Management, Social Media, Grant Writing, Nonprofits, Entrepreneurship, Management
Education
Cornell University
Bachelor of Science (BS), Applied Economics
Talia Ziskroit's Bear Stearns Experience 2006 - 2008
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2013 - Present
J.P. Morgan August 2009 - March 2013
Bear Stearns 2006 - 2008
Skills
Bloomberg, Fixed Income, Structured Products, Series 7, Series 63, Investment Banking, Capital Markets, Alternative Investments, Asset Management, Bonds, Corporate Finance, Credit Derivatives, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments
Education
Cornell University
BS, Policy Analysis and Management
J.P. Morgan 2013 - Present
J.P. Morgan August 2009 - March 2013
Bear Stearns 2006 - 2008
Skills
Bloomberg, Fixed Income, Structured Products, Series 7, Series 63, Investment Banking, Capital Markets, Alternative Investments, Asset Management, Bonds, Corporate Finance, Credit Derivatives, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments
Education
Cornell University
BS, Policy Analysis and Management
Suzanne Grosso's Bear Stearns Experience 1999 - 2001
Job Managing Director at TCW Special Situations Funds
Industry Financial Services
Experience
TCW 2013 - Present
Regiment Capital 2004 - 2012
Bear Stearns 1999 - 2001
Education
Cornell University
Bachelor of Arts (BA)
Wharton School, University of Pennsylvania
Master of Business Administration (MBA)
TCW 2013 - Present
Regiment Capital 2004 - 2012
Bear Stearns 1999 - 2001
Education
Cornell University
Bachelor of Arts (BA)
Wharton School, University of Pennsylvania
Master of Business Administration (MBA)
Angelique Sexton's Bear Stearns Experience January 1999 - June 2000
Job Software QA Lead
Industry Computer Software
Experience
Focus technologies December 2014 - June 2015
Focus technologies November 2013 - November 2014
Synchronoss Technologies June 2010 - May 2013
Amano Cincinnati, Inc September 2006 - October 2008
Amano Cincinnati, Inc October 2004 - August 2006
Dendrite International, Inc February 2001 - September 2004
Cegedim Dendrite, Inc July 2000 - January 2001
Bear Stearns January 1999 - June 2000
Pfizer Consumer Health Care (employed by Volt services as a temporary employee) November 1998 - January 1999
Skills
Test Cases, Testing, Software Quality..., Quality Assurance, Requirements Analysis, Test Planning, Software Documentation, Business Analysis, Databases, Integration, Process Improvement, Regression Testing, System Testing, Project Management, SDLC, Software Project..., Agile Methodologies, SQL, Microsoft SQL Server
Education
County College of Morris
A. S
Rutgers, The State University of New Jersey-Newark
B.S.
Focus technologies December 2014 - June 2015
Focus technologies November 2013 - November 2014
Synchronoss Technologies June 2010 - May 2013
Amano Cincinnati, Inc September 2006 - October 2008
Amano Cincinnati, Inc October 2004 - August 2006
Dendrite International, Inc February 2001 - September 2004
Cegedim Dendrite, Inc July 2000 - January 2001
Bear Stearns January 1999 - June 2000
Pfizer Consumer Health Care (employed by Volt services as a temporary employee) November 1998 - January 1999
Skills
Test Cases, Testing, Software Quality..., Quality Assurance, Requirements Analysis, Test Planning, Software Documentation, Business Analysis, Databases, Integration, Process Improvement, Regression Testing, System Testing, Project Management, SDLC, Software Project..., Agile Methodologies, SQL, Microsoft SQL Server
Education
County College of Morris
A. S
Rutgers, The State University of New Jersey-Newark
B.S.
Joe Dempsey's Bear Stearns Experience 1996 - 2000
Job CFO at citizen.vc
Industry Investment Banking
Experience
citizen.vc August 2014 - Present
Intelligent Material Solutions Inc. March 2014 - Present
Miller Tabak + Co., LLC July 2013 - March 2014
independent June 2012 - June 2013
Felix Investments 2009 - June 2012
Advanced Equities 2007 - 2009
Bricato Imports 2002 - 2007
Wachovia Securities 2000 - 2002
Bear Stearns 1996 - 2000
Goldman Sachs 1987 - 1996
Skills
Private Equity, Venture Capital, Investments, Investment Banking, Valuation, Capital Raising, Due Diligence, Alternative Investments, Equities, Corporate Finance, Mergers, Financial Modeling, M&A experience, Corporate Development, Asset Managment, Wealth Management, Start-ups, Risk Management, Business Strategy, Hedge Funds, Mergers & Acquisitions, LBO, Private Placements, IPO, Financial Structuring, Capital Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1980 — 1982
MBA
Dartmouth College 1972 — 1976
AB, Economics
citizen.vc August 2014 - Present
Intelligent Material Solutions Inc. March 2014 - Present
Miller Tabak + Co., LLC July 2013 - March 2014
independent June 2012 - June 2013
Felix Investments 2009 - June 2012
Advanced Equities 2007 - 2009
Bricato Imports 2002 - 2007
Wachovia Securities 2000 - 2002
Bear Stearns 1996 - 2000
Goldman Sachs 1987 - 1996
Skills
Private Equity, Venture Capital, Investments, Investment Banking, Valuation, Capital Raising, Due Diligence, Alternative Investments, Equities, Corporate Finance, Mergers, Financial Modeling, M&A experience, Corporate Development, Asset Managment, Wealth Management, Start-ups, Risk Management, Business Strategy, Hedge Funds, Mergers & Acquisitions, LBO, Private Placements, IPO, Financial Structuring, Capital Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1980 — 1982
MBA
Dartmouth College 1972 — 1976
AB, Economics
James Beit's Bear Stearns Experience 2006 - 2008
Job Bank Regulatory
Industry Investment Banking
Experience
JP Morgan Chase March 2006 - Present
Bear Stearns 2006 - 2008
Federal Reserve Bank of New York 1997 - 2006
NatWest Bank 1994 - 1997
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, finance
Northwestern University 1977 — 1981
Bachelors, Economics
Deerfield Academy 1973 — 1977
JP Morgan Chase March 2006 - Present
Bear Stearns 2006 - 2008
Federal Reserve Bank of New York 1997 - 2006
NatWest Bank 1994 - 1997
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, finance
Northwestern University 1977 — 1981
Bachelors, Economics
Deerfield Academy 1973 — 1977
Jonathan Steinfield's Bear Stearns Experience January 2007 - August 2007
Job MFA Candidate at USC School of Cinematic Arts
Industry Media Production
Experience
Popdust October 2012 - 2014
Popdust May 2011 - October 2012
Lerer Ventures October 2010 - May 2011
Vocation Manager Entreprendre February 2010 - September 2010
Media Rights Capital September 2008 - October 2009
Bear Stearns January 2007 - August 2007
Skills
Start-ups, Social Media, Strategic Partnerships, E-commerce, Digital Media, Digital Strategy, Sales, New Media, Management, Writing, Digital Marketing, Social Media Marketing, Entrepreneurship, Blogging, Marketing Strategy, Online Advertising, Editing
Education
Dartmouth College 2004 — 2008
B.A., History
University of Southern California
Master of Fine Arts (MFA), Cinematography and Film/Video Production
Popdust October 2012 - 2014
Popdust May 2011 - October 2012
Lerer Ventures October 2010 - May 2011
Vocation Manager Entreprendre February 2010 - September 2010
Media Rights Capital September 2008 - October 2009
Bear Stearns January 2007 - August 2007
Skills
Start-ups, Social Media, Strategic Partnerships, E-commerce, Digital Media, Digital Strategy, Sales, New Media, Management, Writing, Digital Marketing, Social Media Marketing, Entrepreneurship, Blogging, Marketing Strategy, Online Advertising, Editing
Education
Dartmouth College 2004 — 2008
B.A., History
University of Southern California
Master of Fine Arts (MFA), Cinematography and Film/Video Production
Dan Kenslea's Bear Stearns Experience 1989 - 2008
Job MD Fixed Income Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald August 2008 - Present
Bear Stearns 1989 - 2008
Skills
Fundraising, Securities, Fixed Income, Bloomberg, Trading, Series 63, Hedge Funds, Capital Markets, Asset Management, Equities, Alternative Investments
Education
Harvard Business School 1977 — 1979
MBA
Dartmouth College 1971 — 1975
BA, Cum Laude, History
Boston College High School 1967 — 1971
Cantor Fitzgerald August 2008 - Present
Bear Stearns 1989 - 2008
Skills
Fundraising, Securities, Fixed Income, Bloomberg, Trading, Series 63, Hedge Funds, Capital Markets, Asset Management, Equities, Alternative Investments
Education
Harvard Business School 1977 — 1979
MBA
Dartmouth College 1971 — 1975
BA, Cum Laude, History
Boston College High School 1967 — 1971
Lindsay Weinstein's Bear Stearns Experience January 2007 - August 2007
Job Vice President Strategy Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2012 - Present
Oliver Wyman July 2008 - February 2012
Bear Stearns January 2007 - August 2007
Education
Dartmouth College 2004 — 2008
BA, History, English
JPMorgan Chase April 2012 - Present
Oliver Wyman July 2008 - February 2012
Bear Stearns January 2007 - August 2007
Education
Dartmouth College 2004 — 2008
BA, History, English
Anthony Sciacca's Bear Stearns Experience 2000 - 2002
Job Managing Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management April 2006 - Present
Wachovia, A Wells Fargo Company April 2002 - April 2006
Bear Stearns 2000 - 2002
Bank of America October 1996 - September 2000
Accenture September 1993 - October 1996
Skills
Alternative Investments, Hedge Funds, Structured Products, Fixed Income, Capital Markets, Structured Finance, Securitization, Asset Managment, High Yield, Investments, Equities, Portfolio Management, Private Equity, Investment Banking, Series 7, ABS, CDO, Valuation, Securities, Financial Structuring
Education
Cornell University
Liverpool High School
Babson Capital Management April 2006 - Present
Wachovia, A Wells Fargo Company April 2002 - April 2006
Bear Stearns 2000 - 2002
Bank of America October 1996 - September 2000
Accenture September 1993 - October 1996
Skills
Alternative Investments, Hedge Funds, Structured Products, Fixed Income, Capital Markets, Structured Finance, Securitization, Asset Managment, High Yield, Investments, Equities, Portfolio Management, Private Equity, Investment Banking, Series 7, ABS, CDO, Valuation, Securities, Financial Structuring
Education
Cornell University
Liverpool High School
Glenn Blasius's Bear Stearns Experience April 1998 - March 2003
Job Managing Director at Christofferson Robb & Company
Industry Investment Management
Experience
Christofferson Robb & Company 2003 - Present
Bear Stearns April 1998 - March 2003
Lehman Brothers March 1992 - October 1995
Education
Cornell University 1980 — 1984
BS, Engineering Physics
Christofferson Robb & Company 2003 - Present
Bear Stearns April 1998 - March 2003
Lehman Brothers March 1992 - October 1995
Education
Cornell University 1980 — 1984
BS, Engineering Physics
John Pilson's Bear Stearns Experience May 2005 - September 2007
Job Vice President at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation 2015 - Present
Atlantic-Pacific Capital 2011 - 2013
Barclays Capital 2007 - 2009
Bear Stearns May 2005 - September 2007
Bank of America 2001 - 2004
Cowen and Company 2000 - 2000
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Due Diligence, Private Equity, Investment Banking, Financial Analysis, Mergers & Acquisitions, Investments
Education
Cornell University 1999 — 2001
MBA, Finance
Northwestern University 1991 — 1994
BA, Political Science
Regions Financial Corporation 2015 - Present
Atlantic-Pacific Capital 2011 - 2013
Barclays Capital 2007 - 2009
Bear Stearns May 2005 - September 2007
Bank of America 2001 - 2004
Cowen and Company 2000 - 2000
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Due Diligence, Private Equity, Investment Banking, Financial Analysis, Mergers & Acquisitions, Investments
Education
Cornell University 1999 — 2001
MBA, Finance
Northwestern University 1991 — 1994
BA, Political Science
Gregory Weiss's Bear Stearns Experience August 1995 - September 1999
Job Managing Director, Portfolio Manager at Robeco
Industry Investment Management
Experience
Robeco - WPG Partners September 1999 - Present
Bear Stearns August 1995 - September 1999
Education
Cornell University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
rye country day
rye country day
rye country day
Robeco - WPG Partners September 1999 - Present
Bear Stearns August 1995 - September 1999
Education
Cornell University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
rye country day
rye country day
rye country day
Daniel Blood's Bear Stearns Experience June 1990 - June 2008
Job Senior Managing Director at FBR
Industry Investment Banking
Experience
FBR July 2008 - Present
Bear Stearns June 1990 - June 2008
Chemical Bank June 1984 - June 1989
Education
University of Chicago GSB 1988 — 1990
Master of Business Administration (MBA), Accounting and Finance
Davidson College 1980 — 1984
Bachelor of Arts (BA), Economics
FBR July 2008 - Present
Bear Stearns June 1990 - June 2008
Chemical Bank June 1984 - June 1989
Education
University of Chicago GSB 1988 — 1990
Master of Business Administration (MBA), Accounting and Finance
Davidson College 1980 — 1984
Bachelor of Arts (BA), Economics
Carl Feliciano's Bear Stearns Experience 1989 - 1992
Job MBS Operations Specialist
Industry Financial Services
Experience
Ridge Clearing 2005 - 2012
JP Morgan Chase Mortgage Company 2004 - 2005
Instinet Incorporated 2000 - 2003
Western Asset Management 1999 - 2000
Barclays Capital 1997 - 1999
Lehman Brothers 1996 - 1997
UBS 1993 - 1996
Mabon Securities Corp. 1992 - 1993
Bear Stearns 1989 - 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Settlement, Middle Office
Education
CUNY New York City College of Technology
Marketing/Sales Management
Ridge Clearing 2005 - 2012
JP Morgan Chase Mortgage Company 2004 - 2005
Instinet Incorporated 2000 - 2003
Western Asset Management 1999 - 2000
Barclays Capital 1997 - 1999
Lehman Brothers 1996 - 1997
UBS 1993 - 1996
Mabon Securities Corp. 1992 - 1993
Bear Stearns 1989 - 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Settlement, Middle Office
Education
CUNY New York City College of Technology
Marketing/Sales Management
Monika Driscoll's Bear Stearns Experience 2002 - 2007
Job Partner at Brunswick Group
Industry Public Relations and Communications
Experience
Brunswick Group December 2007 - Present
Bear Stearns 2002 - 2007
Education
Dartmouth College
Brunswick Group December 2007 - Present
Bear Stearns 2002 - 2007
Education
Dartmouth College
Karen Montague's Bear Stearns Experience April 2002 - August 2003
Job Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank September 2008 - Present
Deutsche Bank January 2004 - August 2008
Bear Stearns April 2002 - August 2003
Education
CUNY New York City College of Technology 2003 — 2006
Associate's degree, Dept of Law & Paralegal Studies
Barclays Investment Bank September 2008 - Present
Deutsche Bank January 2004 - August 2008
Bear Stearns April 2002 - August 2003
Education
CUNY New York City College of Technology 2003 — 2006
Associate's degree, Dept of Law & Paralegal Studies
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS