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
Jeffrey S. Allen, CSM, ITIL, PMP Jeffrey S. Allen, CSM, ITIL, PMP's Bear Stearns Experience October 1999 - March 2001
Job Sr. IT Project Manager at Catalina
Industry Marketing and Advertising
Experience
Catalina Marketing June 2013 - Present
MicroBilt March 2010 - February 2013
JP Morgan Chase January 2004 - December 2009
JP Morgan Chase April 2001 - December 2003
Bear Stearns October 1999 - March 2001
Multiple Companies January 1994 - October 1999
Skills
Program Management, Project Management, Resource Management, Business Analysis, Agile Project Management, Software Project..., Software Development, PMO, PMP, Scrum, Cross-functional Team..., Agile & Waterfall..., SDLC, International..., Global Management, Client Relations Skills, Stage-Gate, Microsoft Office, SharePoint, Financial Services, Digital Marketing, JIRA, Vendor Management, Post-sale Support, Technology Pre-Sales, Requirements Analysis, Capex, CA Clarity, MS Project, Visio, Requirements Gathering, Disaster Recovery, COBOL, Enterprise Software, Quality Assurance, Certified Scrum Master..., Microsoft CRM, Object Oriented Design, ITIL, Pre/Post Sales Engineers, HTML/XML, SQL, Java, C++ Language, Web Development, Windows software..., IBM Mainframe, Project Delivery
Education
Villanova University 2004 — 2004
Masters Certificate, Applied Project Management
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1991
Business Administration
University of South Florida
C, C++ & Java Programming
DeVry Institute of Technology
BS, Computer Science
Forest View High School
HS Diploma
Catalina Marketing June 2013 - Present
MicroBilt March 2010 - February 2013
JP Morgan Chase January 2004 - December 2009
JP Morgan Chase April 2001 - December 2003
Bear Stearns October 1999 - March 2001
Multiple Companies January 1994 - October 1999
Skills
Program Management, Project Management, Resource Management, Business Analysis, Agile Project Management, Software Project..., Software Development, PMO, PMP, Scrum, Cross-functional Team..., Agile & Waterfall..., SDLC, International..., Global Management, Client Relations Skills, Stage-Gate, Microsoft Office, SharePoint, Financial Services, Digital Marketing, JIRA, Vendor Management, Post-sale Support, Technology Pre-Sales, Requirements Analysis, Capex, CA Clarity, MS Project, Visio, Requirements Gathering, Disaster Recovery, COBOL, Enterprise Software, Quality Assurance, Certified Scrum Master..., Microsoft CRM, Object Oriented Design, ITIL, Pre/Post Sales Engineers, HTML/XML, SQL, Java, C++ Language, Web Development, Windows software..., IBM Mainframe, Project Delivery
Education
Villanova University 2004 — 2004
Masters Certificate, Applied Project Management
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1991
Business Administration
University of South Florida
C, C++ & Java Programming
DeVry Institute of Technology
BS, Computer Science
Forest View High School
HS Diploma
Preston Hibbard Preston Hibbard's Bear Stearns Experience 2004 - 2007
Job Just looking to expand my knowledge and grow
Industry Computer Networking
Experience
Wood, Patel & Associates, Inc. April 2015 - Present
The Plaza Company March 2015 - April 2015
Strategic Technology Communications, Inc. STC December 2014 - February 2015
Plaza Companies October 2014 - December 2014
Discover Financial Services August 2011 - September 2013
Wells Fargo November 2010 - February 2011
AutoZone September 2007 - July 2010
Bear Stearns 2004 - 2007
Skills
VMware vSphere, VMware vCenter, Active Directory, Group Policy Objects, Windows Server 2008, Leadership, Customer Service, Training, Relationship Management, Sales, Loans, Mortgage Lending, Credit, Credit Analysis, Banking, Underwriting, Mortgage Banking, Credit Risk, Loan Origination, Residential Mortgages, Finance, Financial Services, Refinance, Human Resources, Data Center, Management, Technical Recruiting
Education
DeVry University Phoenix 2012 — 2015
Associate's degree, Network and System Administration/Administrator, 3.8 GPA
Wood, Patel & Associates, Inc. April 2015 - Present
The Plaza Company March 2015 - April 2015
Strategic Technology Communications, Inc. STC December 2014 - February 2015
Plaza Companies October 2014 - December 2014
Discover Financial Services August 2011 - September 2013
Wells Fargo November 2010 - February 2011
AutoZone September 2007 - July 2010
Bear Stearns 2004 - 2007
Skills
VMware vSphere, VMware vCenter, Active Directory, Group Policy Objects, Windows Server 2008, Leadership, Customer Service, Training, Relationship Management, Sales, Loans, Mortgage Lending, Credit, Credit Analysis, Banking, Underwriting, Mortgage Banking, Credit Risk, Loan Origination, Residential Mortgages, Finance, Financial Services, Refinance, Human Resources, Data Center, Management, Technical Recruiting
Education
DeVry University Phoenix 2012 — 2015
Associate's degree, Network and System Administration/Administrator, 3.8 GPA
Felix Toledo Felix Toledo's Bear Stearns Experience September 1987 - July 1989
Job IT Director, Americas / Business Engagement at Zumtobel Group
Industry Electrical/Electronic Manufacturing
Experience
Zumtobel Group September 2014 - Present
Zumtobel Lighting June 2000 - September 2014
Kintetsu International April 1995 - June 2000
UPS December 1989 - March 1995
Bear Stearns September 1987 - July 1989
Skills
Lighting Control, SAP, Project Management, Manufacturing, Process Improvement, Product Development, Product Management, Change Management, Lighting Design, SAP R/3, Strategic Planning, Hardware, New Business Development, ERP, Lean Manufacturing, Cross-functional Team..., Management, Business Strategy, Business Development, Negotiation, Strategy, Leadership, Contract Negotiation, Business Planning, Forecasting, Solution Selling
Education
St. John's University
DeVry University
Zumtobel Group September 2014 - Present
Zumtobel Lighting June 2000 - September 2014
Kintetsu International April 1995 - June 2000
UPS December 1989 - March 1995
Bear Stearns September 1987 - July 1989
Skills
Lighting Control, SAP, Project Management, Manufacturing, Process Improvement, Product Development, Product Management, Change Management, Lighting Design, SAP R/3, Strategic Planning, Hardware, New Business Development, ERP, Lean Manufacturing, Cross-functional Team..., Management, Business Strategy, Business Development, Negotiation, Strategy, Leadership, Contract Negotiation, Business Planning, Forecasting, Solution Selling
Education
St. John's University
DeVry University
Cassidy Dugan Cassidy Dugan's Bear Stearns Experience July 2002 - January 2004
Job Private Equity Real Estate at Calzada Capital Partners
Industry Venture Capital & Private Equity
Experience
Calzada Capital Partners August 2014 - Present
M3 Capital Partners February 2004 - December 2013
Bear Stearns July 2002 - January 2004
Merrill Lynch July 2000 - June 2002
Skills
Private Equity, Principal Investing, Real Estate Private..., Real Estate, Investments, Institutional..., Investment Strategies, Valuation, Financial Modeling, Financial Analysis, Financial Structuring, Due Diligence, Corporate Finance, Capital Structure, Real Estate Economics, Real Estate Acquisitions, Acquisitions, Alternative Investments, Public Markets, Capital Markets, Capital Raising, Financial Advisory, Investment Banking, Mergers & Acquisitions, Securities, Equity Research, Product Development, Business Development, Joint Ventures, Strategic Partnerships, Cross-border..., Asset Management, Investor Reporting, Investor Relations
Education
Duke University 1996 — 2000
BA, Economics
Calzada Capital Partners August 2014 - Present
M3 Capital Partners February 2004 - December 2013
Bear Stearns July 2002 - January 2004
Merrill Lynch July 2000 - June 2002
Skills
Private Equity, Principal Investing, Real Estate Private..., Real Estate, Investments, Institutional..., Investment Strategies, Valuation, Financial Modeling, Financial Analysis, Financial Structuring, Due Diligence, Corporate Finance, Capital Structure, Real Estate Economics, Real Estate Acquisitions, Acquisitions, Alternative Investments, Public Markets, Capital Markets, Capital Raising, Financial Advisory, Investment Banking, Mergers & Acquisitions, Securities, Equity Research, Product Development, Business Development, Joint Ventures, Strategic Partnerships, Cross-border..., Asset Management, Investor Reporting, Investor Relations
Education
Duke University 1996 — 2000
BA, Economics
Keith Sobbe Keith Sobbe's Bear Stearns Experience August 1983 - July 1988
Job Financial Services Professional, Derivatives Execution Specialist
Industry Financial Services
Experience
NYLIFE Securities LLC February 2014 - April 2015
New York Life Insurance Company November 2013 - April 2015
Self Employed March 2012 - October 2013
Barclays Capital September 2008 - September 2011
Lehman Brothers July 1988 - September 2008
Bear Stearns August 1983 - July 1988
Skills
Financial Services, Risk Management, Retirement, Securities, Life Insurance, Investments, Derivatives, Options, Capital Markets, Alternative Investments, Bonds, Equities, Protection..., Annuity Sales, Asset Protection, Business Insurance..., Licensed Life Insurance..., Permanent Life Insurance, Supplements to Employee..., Customer Satisfaction, Life Insurance..., Grandchild Gifting, IRA Rollovers, Business Succession..., Key Person Insurance, Buy-sell Agreements, Lead Generation, Customer Service, Account Management, Business Development, Inventory Management, B2B, Financial Futures, Futures Trading, Portfolio Management, Fixed Income, Financial Markets, Financial Risk
Education
DePaul University 1995 — 2001
B.S, Finance
NYLIFE Securities LLC February 2014 - April 2015
New York Life Insurance Company November 2013 - April 2015
Self Employed March 2012 - October 2013
Barclays Capital September 2008 - September 2011
Lehman Brothers July 1988 - September 2008
Bear Stearns August 1983 - July 1988
Skills
Financial Services, Risk Management, Retirement, Securities, Life Insurance, Investments, Derivatives, Options, Capital Markets, Alternative Investments, Bonds, Equities, Protection..., Annuity Sales, Asset Protection, Business Insurance..., Licensed Life Insurance..., Permanent Life Insurance, Supplements to Employee..., Customer Satisfaction, Life Insurance..., Grandchild Gifting, IRA Rollovers, Business Succession..., Key Person Insurance, Buy-sell Agreements, Lead Generation, Customer Service, Account Management, Business Development, Inventory Management, B2B, Financial Futures, Futures Trading, Portfolio Management, Fixed Income, Financial Markets, Financial Risk
Education
DePaul University 1995 — 2001
B.S, Finance
Julie Hipp's Bear Stearns Experience March 1994 - March 1998
Job Marketing Manager at CASA Kane County
Industry Financial Services
Experience
CASA Kane County May 2014 - Present
TriCity Family Services August 2012 - December 2013
Morningstar March 2000 - June 2003
Bernardi Securities, Inc. April 1999 - March 2000
Leo Burnett March 1998 - April 1999
Bear Stearns March 1994 - March 1998
First Colonial Investment Services, Inc July 1991 - March 1994
Skills
Series 7, Brokerage, Event Planning, Project Management, Client Relations Skills, Public Speaking, Nonprofits, Fundraising, Client Relations, Philanthropy, Marketing Strategy, Non-profit Volunteering, Social Media
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
Master of Business Administration (MBA)
University of Iowa 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
CASA Kane County May 2014 - Present
TriCity Family Services August 2012 - December 2013
Morningstar March 2000 - June 2003
Bernardi Securities, Inc. April 1999 - March 2000
Leo Burnett March 1998 - April 1999
Bear Stearns March 1994 - March 1998
First Colonial Investment Services, Inc July 1991 - March 1994
Skills
Series 7, Brokerage, Event Planning, Project Management, Client Relations Skills, Public Speaking, Nonprofits, Fundraising, Client Relations, Philanthropy, Marketing Strategy, Non-profit Volunteering, Social Media
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
Master of Business Administration (MBA)
University of Iowa 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Javin Jose Javin Jose's Bear Stearns Experience November 2004 - February 2007
Job Assistant Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital June 2010 - Present
Deutsche Bank February 2007 - June 2010
Bear Stearns November 2004 - February 2007
Skills
Financial Analysis, Financial Modeling, Equities, Corporate Finance, Financial Reporting, Investment Banking, Derivatives, Bloomberg, Finance, Accounting, Capital Markets, Valuation, Banking, Financial Risk, Securities
Education
Saint John's University 2006 — 2009
Masters in Business Administration, Finance
Drexel University 2000 — 2004
Bachelor of Science, Accounting
Barclays Capital June 2010 - Present
Deutsche Bank February 2007 - June 2010
Bear Stearns November 2004 - February 2007
Skills
Financial Analysis, Financial Modeling, Equities, Corporate Finance, Financial Reporting, Investment Banking, Derivatives, Bloomberg, Finance, Accounting, Capital Markets, Valuation, Banking, Financial Risk, Securities
Education
Saint John's University 2006 — 2009
Masters in Business Administration, Finance
Drexel University 2000 — 2004
Bachelor of Science, Accounting
Justin M. King Justin M. King's Bear Stearns Experience 2002 - 2008
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Sophis Capital, LLC 2013 - 2014
Fidelity Capital Markets 2008 - 2012
Bear Stearns 2002 - 2008
ABN AMRO 1998 - 2002
Salomon Smith Barney-Citigroup 1991 - 1998
Skills
Equities, Hedge Funds, Investments, Series 7, Securities, Capital Markets, Series 63, Electronic Trading, Alternative Investments, Trading, Equity Trading, Bloomberg, Trading Systems, Options, Financial Markets, Financial Services, Fixed Income, Portfolio Management, Asset Management, Derivatives, Leadership, Proprietary Trading, Investment Advisory, Hedging, Mutual Funds, Prime Brokerage, Emerging Markets, Investment Management, Bonds, Private Equity, Brokerage, Trading Strategies, Technical Analysis, Market Data, Strategic Financial..., Risk Management, Investment Strategies, Asset Allocation, Wealth Management, Equity Research, Securities Lending, Valuation, ETFs, Equity Derivatives, Financial Modeling, Series 24, FINRA, Investor Relations, Strategy, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A, Finance, Management
University of Iowa - Henry B. Tippie College of Business
B.B.A, Finance, Marketing
Fidelity Investments 2014 - Present
Sophis Capital, LLC 2013 - 2014
Fidelity Capital Markets 2008 - 2012
Bear Stearns 2002 - 2008
ABN AMRO 1998 - 2002
Salomon Smith Barney-Citigroup 1991 - 1998
Skills
Equities, Hedge Funds, Investments, Series 7, Securities, Capital Markets, Series 63, Electronic Trading, Alternative Investments, Trading, Equity Trading, Bloomberg, Trading Systems, Options, Financial Markets, Financial Services, Fixed Income, Portfolio Management, Asset Management, Derivatives, Leadership, Proprietary Trading, Investment Advisory, Hedging, Mutual Funds, Prime Brokerage, Emerging Markets, Investment Management, Bonds, Private Equity, Brokerage, Trading Strategies, Technical Analysis, Market Data, Strategic Financial..., Risk Management, Investment Strategies, Asset Allocation, Wealth Management, Equity Research, Securities Lending, Valuation, ETFs, Equity Derivatives, Financial Modeling, Series 24, FINRA, Investor Relations, Strategy, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A, Finance, Management
University of Iowa - Henry B. Tippie College of Business
B.B.A, Finance, Marketing
Phil Lefkowitz Phil Lefkowitz's Bear Stearns Experience July 1996 - August 2001
Job Managing Director at PNC
Industry Financial Services
Experience
GA Capital Management LLC December 2011 - February 2013
UBS Investment Bank August 2008 - November 2011
Wells Fargo May 2003 - August 2008
Natixis March 2003 - May 2003
CIBC World Markets September 2001 - March 2003
Bear Stearns July 1996 - August 2001
Fannie Mae July 1989 - February 1993
Skills
CDO, Fixed Income, Derivatives, Capital Markets, Structured Products, Trading, Valuation, Structured Finance, ABS, MBS, Credit Derivatives, CDS, Securitization, Credit
Education
The University of Chicago - Booth School of Business
MBA, Finance and Marketing
Duke University
AB
Don Budge Tennis Camp
GA Capital Management LLC December 2011 - February 2013
UBS Investment Bank August 2008 - November 2011
Wells Fargo May 2003 - August 2008
Natixis March 2003 - May 2003
CIBC World Markets September 2001 - March 2003
Bear Stearns July 1996 - August 2001
Fannie Mae July 1989 - February 1993
Skills
CDO, Fixed Income, Derivatives, Capital Markets, Structured Products, Trading, Valuation, Structured Finance, ABS, MBS, Credit Derivatives, CDS, Securitization, Credit
Education
The University of Chicago - Booth School of Business
MBA, Finance and Marketing
Duke University
AB
Don Budge Tennis Camp
Robert DuBois Robert DuBois's Bear Stearns Experience October 1997 - January 2004
Job Boat Deliveries & Sailing Instructions at Capt. Robert E. DuBois
Industry Leisure, Travel & Tourism
Experience
Boat Deliveries & Sailing Instructions June 2010 - Present
United Health Group / MetLife / J&J - HCS (Health Care Systems) November 2010 - July 2014
Metlife & Wyndham Hotel Group March 2010 - August 2010
Merrill Lynch June 2009 - December 2009
ETS (Educational Testing Services) January 2007 - January 2009
Digital Graphics & Full Service Signage Company January 2004 - December 2006
Bear Stearns October 1997 - January 2004
Chubb Insurance January 1995 - October 1997
Merrill Lynch April 1990 - January 1995
AT&T, NYNEX, BAMS, IBM, Continental Insurance and Texaco August 1977 - April 1990
Skills
SDLC, Business Analysis, PMP, Vendor Management, Program Management, Business Intelligence, PMO, Process Improvement, Business Process, Integration, MS Project, Agile Methodologies, Change Management, Project Management, SharePoint, Quality Assurance, CRM, Resource Management, Six Sigma, Microsoft Project
Education
Dowling College 1975 — 1977
BS Aeronautics & Management, Aeronautics and Management
Nassau Community College 1973 — 1975
AS Business Administration, Business Administration and Management, General
Lynbrook High School 1969 — 1973
Regents Degree:, Physics, Chemistry, Biology, Mathematics
Raritan Valley Community College
Certificate in Project Management, - PMI Knowledge areas and pratical project management practices
Raritan Valley Community College
Six Sigma - Green Belt Certification, PMI Project Management
Boat Deliveries & Sailing Instructions June 2010 - Present
United Health Group / MetLife / J&J - HCS (Health Care Systems) November 2010 - July 2014
Metlife & Wyndham Hotel Group March 2010 - August 2010
Merrill Lynch June 2009 - December 2009
ETS (Educational Testing Services) January 2007 - January 2009
Digital Graphics & Full Service Signage Company January 2004 - December 2006
Bear Stearns October 1997 - January 2004
Chubb Insurance January 1995 - October 1997
Merrill Lynch April 1990 - January 1995
AT&T, NYNEX, BAMS, IBM, Continental Insurance and Texaco August 1977 - April 1990
Skills
SDLC, Business Analysis, PMP, Vendor Management, Program Management, Business Intelligence, PMO, Process Improvement, Business Process, Integration, MS Project, Agile Methodologies, Change Management, Project Management, SharePoint, Quality Assurance, CRM, Resource Management, Six Sigma, Microsoft Project
Education
Dowling College 1975 — 1977
BS Aeronautics & Management, Aeronautics and Management
Nassau Community College 1973 — 1975
AS Business Administration, Business Administration and Management, General
Lynbrook High School 1969 — 1973
Regents Degree:, Physics, Chemistry, Biology, Mathematics
Raritan Valley Community College
Certificate in Project Management, - PMI Knowledge areas and pratical project management practices
Raritan Valley Community College
Six Sigma - Green Belt Certification, PMI Project Management
Marjorie McNair Marjorie McNair's Bear Stearns Experience 2006 - 2008
Job Executive Director at Espirito Santo Investment Bank
Industry Banking
Experience
Espirito Santo Investment Bank January 2013 - Present
Standard Bank June 2011 - December 2012
Knight Capital May 2010 - June 2011
Atlas One Financial Group July 2008 - May 2010
Bear Stearns 2006 - 2008
Deutsche Bank May 2005 - June 2006
Dresdner Kleinwort January 2000 - June 2005
Swiss Bank 1987 - 1999
Skills
Emerging Markets, Fixed Income, Capital Markets, Derivatives, Financial Markets, Bloomberg, Trading, Bonds, FX Options, Structured Products, Hedge Funds, Equities, Structured Finance, Investment Banking, Investments, Credit
Education
Duke University 1976 — 1980
ba, Political Science/Spanish
Espirito Santo Investment Bank January 2013 - Present
Standard Bank June 2011 - December 2012
Knight Capital May 2010 - June 2011
Atlas One Financial Group July 2008 - May 2010
Bear Stearns 2006 - 2008
Deutsche Bank May 2005 - June 2006
Dresdner Kleinwort January 2000 - June 2005
Swiss Bank 1987 - 1999
Skills
Emerging Markets, Fixed Income, Capital Markets, Derivatives, Financial Markets, Bloomberg, Trading, Bonds, FX Options, Structured Products, Hedge Funds, Equities, Structured Finance, Investment Banking, Investments, Credit
Education
Duke University 1976 — 1980
ba, Political Science/Spanish
John M. Davis III John M. Davis III's Bear Stearns Experience 2005 - 2008
Job Seeking Invigorating Opportunities
Industry Financial Services
Experience
Account Manager in Financial Services Industry Sr. Vice President, Account ManagerConcept Capital Markets, LLCJune 2013 - February 2014
J.P. Morgan October 2008 - May 2013
JP Morgan 2008 - May 2013
Bear Stearns 2005 - 2008
Bear Stearns 2001 - 2005
Bear Stearns 2000 - 2001
Bear Stearns 1998 - 1999
Bear Stearns 1996 - 1998
Bear Stearns 1994 - 1996
Skills
Prime Brokerage, Series 63, FINRA, Corporate Actions, Securities Lending, Financial Risk, Credit, Alternative Investments, Fixed Income, Securities, Client Services, Derivatives, Equities, Options, Series 7, Hedge Funds, Financial Services
Education
East Carolina University 1986 — 1992
BS, Business Administration
Account Manager in Financial Services Industry Sr. Vice President, Account ManagerConcept Capital Markets, LLCJune 2013 - February 2014
J.P. Morgan October 2008 - May 2013
JP Morgan 2008 - May 2013
Bear Stearns 2005 - 2008
Bear Stearns 2001 - 2005
Bear Stearns 2000 - 2001
Bear Stearns 1998 - 1999
Bear Stearns 1996 - 1998
Bear Stearns 1994 - 1996
Skills
Prime Brokerage, Series 63, FINRA, Corporate Actions, Securities Lending, Financial Risk, Credit, Alternative Investments, Fixed Income, Securities, Client Services, Derivatives, Equities, Options, Series 7, Hedge Funds, Financial Services
Education
East Carolina University 1986 — 1992
BS, Business Administration
Scott Puff Scott Puff's Bear Stearns Experience August 1993 - February 1995
Job
Industry Financial Services
Experience
Raymond James March 2006 - Present
RBC Dain Rauscher November 1998 - February 2006
American Century Investments July 1995 - October 1998
Bear Stearns August 1993 - February 1995
Merrill Lynch August 1990 - March 1993
Skills
Business Valuation, Education Funding, Investments, Asset Managment, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Mutual Funds, Securities
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration (MBA), Macroeconomics/Finance/Marketing
DePauw University 1986 — 1990
BA, English Literature and Communications
Northfield Mount Hermon School 1985 — 1986
Shawnee Mission East 1983 — 1985
Raymond James March 2006 - Present
RBC Dain Rauscher November 1998 - February 2006
American Century Investments July 1995 - October 1998
Bear Stearns August 1993 - February 1995
Merrill Lynch August 1990 - March 1993
Skills
Business Valuation, Education Funding, Investments, Asset Managment, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Mutual Funds, Securities
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration (MBA), Macroeconomics/Finance/Marketing
DePauw University 1986 — 1990
BA, English Literature and Communications
Northfield Mount Hermon School 1985 — 1986
Shawnee Mission East 1983 — 1985
Vincent Ferranti Vincent Ferranti's Bear Stearns Experience September 2006 - September 2008
Job Client Support Specialist II at PVH
Industry Computer & Network Security
Experience
Tommy Hilfiger May 2012 - Present
Pearson VUE March 2012 - June 2012
Calvin Klein October 2011 - March 2012
Dow Jones May 2011 - October 2011
Bloomberg LP February 2011 - May 2011
Bank of America / Merrill Lynch May 2010 - January 2011
WPP September 2008 - June 2009
Bear Stearns September 2006 - September 2008
JPMorgan Chase July 2005 - August 2006
Skills
VMware, Active Directory, Windows 7, Troubleshooting, Desktop Support
Education
DeVry Institute of Technology 2008 — 2011
Bachelors, Network Administration
DeVry Institute of Technology 2005 — 2008
Bachelors, Electronic Engineering Technology
DeVry Institute of Technology 2001 — 2005
Associates degree, Electronics and Computer Technology
Tommy Hilfiger May 2012 - Present
Pearson VUE March 2012 - June 2012
Calvin Klein October 2011 - March 2012
Dow Jones May 2011 - October 2011
Bloomberg LP February 2011 - May 2011
Bank of America / Merrill Lynch May 2010 - January 2011
WPP September 2008 - June 2009
Bear Stearns September 2006 - September 2008
JPMorgan Chase July 2005 - August 2006
Skills
VMware, Active Directory, Windows 7, Troubleshooting, Desktop Support
Education
DeVry Institute of Technology 2008 — 2011
Bachelors, Network Administration
DeVry Institute of Technology 2005 — 2008
Bachelors, Electronic Engineering Technology
DeVry Institute of Technology 2001 — 2005
Associates degree, Electronics and Computer Technology
Timothy Hanlon Timothy Hanlon's Bear Stearns Experience September 1995 - June 2010
Job TD Securities US Rates and Trading
Industry Financial Services
Experience
TD Bank August 2009 - Present
Bear Stearns September 1995 - June 2010
Bear Stearns September 1995 - August 2008
Bear Stearns September 1995 - August 2008
JPMorgan 1995 - 2008
Sanwa, BGK June 1991 - September 1995
Sanwa Securities 1991 - 1995
Skills
Securities, Equities, Fixed Income, Portfolio Management, Trading, Investment Banking, Hedge Funds, Bonds, Treasury, Investments, Financial Risk, Finance, Structured Finance, Emerging Markets, Capital Markets, Credit Derivatives, Derivatives, Prime Brokerage, Management
Education
DeSales University 1987 — 1991
Business MGMT
Holmdel High school 1984 — 1987
TD Bank August 2009 - Present
Bear Stearns September 1995 - June 2010
Bear Stearns September 1995 - August 2008
Bear Stearns September 1995 - August 2008
JPMorgan 1995 - 2008
Sanwa, BGK June 1991 - September 1995
Sanwa Securities 1991 - 1995
Skills
Securities, Equities, Fixed Income, Portfolio Management, Trading, Investment Banking, Hedge Funds, Bonds, Treasury, Investments, Financial Risk, Finance, Structured Finance, Emerging Markets, Capital Markets, Credit Derivatives, Derivatives, Prime Brokerage, Management
Education
DeSales University 1987 — 1991
Business MGMT
Holmdel High school 1984 — 1987
Xu Bai（白旭）'s Bear Stearns Experience 2006 - 2008
Job Model Risk Management
Industry Investment Banking
Experience
The Depository Trust & Clearing Corporation 2012 - Present
Nomura Securities 2011 - 2012
Morgan Stanley 2008 - 2011
Bear Stearns 2006 - 2008
Citigroup 2005 - 2006
CMHC 2002 - 2005
TD Asset Management 2001 - 2002
Education
Université de Rennes I
PhD, Management Science (Quantitative Finance)
Université de Rennes I
DEA, Finance
Dongbei University of Finance and Economics
B.Sc, Information Systems and Econometrics
The Depository Trust & Clearing Corporation 2012 - Present
Nomura Securities 2011 - 2012
Morgan Stanley 2008 - 2011
Bear Stearns 2006 - 2008
Citigroup 2005 - 2006
CMHC 2002 - 2005
TD Asset Management 2001 - 2002
Education
Université de Rennes I
PhD, Management Science (Quantitative Finance)
Université de Rennes I
DEA, Finance
Dongbei University of Finance and Economics
B.Sc, Information Systems and Econometrics
Thomas Carson Thomas Carson's Bear Stearns Experience April 2005 - April 2006
Job Senior Data Center Design Engineer at HP
Industry Information Technology and Services
Experience
HP April 2006 - Present
EYP Mission Critical Facilities 2006 - 2008
Bear Stearns April 2005 - April 2006
Linear Technologies 2003 - 2005
CS Technology 2000 - 2003
Constantin Walsh-Lowe 1999 - 2001
JP Morgan 1985 - 1999
Education
DeVry University 1981 — 1983
Associate's degree
HP April 2006 - Present
EYP Mission Critical Facilities 2006 - 2008
Bear Stearns April 2005 - April 2006
Linear Technologies 2003 - 2005
CS Technology 2000 - 2003
Constantin Walsh-Lowe 1999 - 2001
JP Morgan 1985 - 1999
Education
DeVry University 1981 — 1983
Associate's degree
Lang Aston Lang Aston's Bear Stearns Experience 1994 - 1999
Job Healthcare Executive
Industry Hospital & Health Care
Experience
Ampersand Health April 2014 - Present
Behavioral Health Group April 2013 - December 2013
e+CancerCare April 2009 - February 2013
Stephens Inc. 2005 - 2009
Lehman Brothers Holdings Inc. 1999 - 2005
Bear Stearns 1994 - 1999
Skills
Private Equity, Mergers, Financial Modeling, Financial Analysis, Venture Capital, Due Diligence, Valuation, Corporate Finance, Investment Banking, Corporate Development, Finance, Financial Reporting, Risk Management, Capital Markets, Restructuring, Accounting, Acquisition Integration
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
Duke University 1982 — 1986
BS Civil Engineering/Economics
Ampersand Health April 2014 - Present
Behavioral Health Group April 2013 - December 2013
e+CancerCare April 2009 - February 2013
Stephens Inc. 2005 - 2009
Lehman Brothers Holdings Inc. 1999 - 2005
Bear Stearns 1994 - 1999
Skills
Private Equity, Mergers, Financial Modeling, Financial Analysis, Venture Capital, Due Diligence, Valuation, Corporate Finance, Investment Banking, Corporate Development, Finance, Financial Reporting, Risk Management, Capital Markets, Restructuring, Accounting, Acquisition Integration
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
Duke University 1982 — 1986
BS Civil Engineering/Economics
Rick Borman Rick Borman's Bear Stearns Experience August 2002 - June 2008
Job Futures Sales at Advantage Futures
Industry Financial Services
Experience
Advantage Futures May 2012 - Present
JPMorgan Chase June 2008 - May 2012
Bear Stearns August 2002 - June 2008
Smith Barney 1993 - 2002
Rodman & Renshaw 1988 - 1993
Skills
Trading, Commodity, Series 63, Series 7, Technical Analysis, Derivatives, Securities, Trading Systems, Bloomberg, Hedge Funds, Fixed Income, Alternative Investments, Risk Management, Financial Markets, Portfolio Management, Hedging, FX Options, Equities, Investments, Capital Markets, Options, Electronic Trading, Equity Derivatives, Bonds, Financial Analysis
Education
Elmhurst College 1984 — 1986
Bachelor of Science (BS), Finance & Economics
Northern Illinois University
Advantage Futures May 2012 - Present
JPMorgan Chase June 2008 - May 2012
Bear Stearns August 2002 - June 2008
Smith Barney 1993 - 2002
Rodman & Renshaw 1988 - 1993
Skills
Trading, Commodity, Series 63, Series 7, Technical Analysis, Derivatives, Securities, Trading Systems, Bloomberg, Hedge Funds, Fixed Income, Alternative Investments, Risk Management, Financial Markets, Portfolio Management, Hedging, FX Options, Equities, Investments, Capital Markets, Options, Electronic Trading, Equity Derivatives, Bonds, Financial Analysis
Education
Elmhurst College 1984 — 1986
Bachelor of Science (BS), Finance & Economics
Northern Illinois University
Jeremy Murden, CAIA's Bear Stearns Experience 2004 - 2004
Job Sr. Investment Manager Analyst at William Blair & Co.
Industry Investment Management
Experience
William Blair & Co. April 2007 - Present
Claymore Securities 2005 - 2007
Bear Stearns 2004 - 2004
Skills
Investments, Hedge Funds, Fixed Income, Due Diligence, Equities, Private Equity, Emerging Markets, ETFs, Closed-end Funds, Series 7, Asset Managment, Asset Allocation, Investment Management, Alternative Investments, Asset Management
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Concentrations in Economics, Finance, and Strategic Management
DePaul University 2002 — 2005
Bachelor of Science in Commerce, Finance Honors & Accounting
William Blair & Co. April 2007 - Present
Claymore Securities 2005 - 2007
Bear Stearns 2004 - 2004
Skills
Investments, Hedge Funds, Fixed Income, Due Diligence, Equities, Private Equity, Emerging Markets, ETFs, Closed-end Funds, Series 7, Asset Managment, Asset Allocation, Investment Management, Alternative Investments, Asset Management
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Concentrations in Economics, Finance, and Strategic Management
DePaul University 2002 — 2005
Bachelor of Science in Commerce, Finance Honors & Accounting
Mimi Bock Mimi Bock's Bear Stearns Experience 1985 - 1986
Job Managing Director at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2014 - Present
LPL Financial January 2012 - June 2014
Morgan Stanley 1991 - 2011
Furman Selz 1986 - 1990
Bear Stearns 1985 - 1986
Laidlaw Adams and Peck 1985 - 1985
Skills
Series 7, Wealth Management, Securities, Equities, Mutual Funds, Series 63, Financial Advisory, Series 24, Series 3, Series 9, Series 10, High Net Worth...
Education
Denison University 1981 — 1985
BA, Economics
LPL Financial June 2014 - Present
LPL Financial January 2012 - June 2014
Morgan Stanley 1991 - 2011
Furman Selz 1986 - 1990
Bear Stearns 1985 - 1986
Laidlaw Adams and Peck 1985 - 1985
Skills
Series 7, Wealth Management, Securities, Equities, Mutual Funds, Series 63, Financial Advisory, Series 24, Series 3, Series 9, Series 10, High Net Worth...
Education
Denison University 1981 — 1985
BA, Economics
Desmond Orr Desmond Orr's Bear Stearns Experience 1990 - 1991
Job Coaching
Industry Sports
Experience
VinaKom March 2010 - June 2010
Advanced Equities 2000 - 2002
Rodman & Renshaw 1991 - 1997
Bear Stearns 1990 - 1991
Education
Eastern Michigan University 1985 — 1987
VinaKom March 2010 - June 2010
Advanced Equities 2000 - 2002
Rodman & Renshaw 1991 - 1997
Bear Stearns 1990 - 1991
Education
Eastern Michigan University 1985 — 1987
Nichola (Murdoch) Bennett Nichola (Murdoch) Bennett's Bear Stearns Experience 2001 - 2005
Job at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management September 2009 - Present
Niai 2008 - 2009
JPMorgan Chase 2007 - 2008
Merrill Lynch May 2005 - November 2006
Bear Stearns 2001 - 2005
Education
Dublin Business School 2002 — 2006
BA, Financial Services
Oaktree Capital Management September 2009 - Present
Niai 2008 - 2009
JPMorgan Chase 2007 - 2008
Merrill Lynch May 2005 - November 2006
Bear Stearns 2001 - 2005
Education
Dublin Business School 2002 — 2006
BA, Financial Services
Blake Henry's Bear Stearns Experience 2003 - 2004
Job Managing Partner at Silver Management
Industry Financial Services
Experience
Silver Management 1991 - Present
JPMorgan Chase 2008 - 2015
E*TRADE Financial 2005 - 2015
Frontera Partners 2007 - 2014
Pershing 2007 - 2008
TD Ameritrade 2006 - 2008
Harrisdirect 2004 - 2005
Bear Stearns 2003 - 2004
Susquehanna International Group 2002 - 2003
TAHO Commerce 1998 - 2002
Skills
Cost Basis, Financial Technology, Operations Management, Portfolio Management, Tax Reporting, Wealth Management, Management, Strategy, Analysis, Business Analysis, Risk Management, Leadership, Project Planning, Management Consulting, Product Management, Project Portfolio..., SDLC, Vendor Management, CRM, Business Intelligence, Consulting, Analytics, Project Management, Business Process..., IT Strategy, Requirements Gathering, Software Project..., Enterprise Software, Process Improvement, Software Development, Corporate Actions, Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
BS, Decision Science / Marketing
Drexel University 1988 — 1991
Management Information Systems
Silver Management 1991 - Present
JPMorgan Chase 2008 - 2015
E*TRADE Financial 2005 - 2015
Frontera Partners 2007 - 2014
Pershing 2007 - 2008
TD Ameritrade 2006 - 2008
Harrisdirect 2004 - 2005
Bear Stearns 2003 - 2004
Susquehanna International Group 2002 - 2003
TAHO Commerce 1998 - 2002
Skills
Cost Basis, Financial Technology, Operations Management, Portfolio Management, Tax Reporting, Wealth Management, Management, Strategy, Analysis, Business Analysis, Risk Management, Leadership, Project Planning, Management Consulting, Product Management, Project Portfolio..., SDLC, Vendor Management, CRM, Business Intelligence, Consulting, Analytics, Project Management, Business Process..., IT Strategy, Requirements Gathering, Software Project..., Enterprise Software, Process Improvement, Software Development, Corporate Actions, Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
BS, Decision Science / Marketing
Drexel University 1988 — 1991
Management Information Systems
John Pawlicki John Pawlicki's Bear Stearns Experience October 2003 - January 2005
Job Systems/Virtualization Engineer
Industry Information Technology and Services
Experience
American Institute of Certified Public Accountants November 2009 - Present
Sears Holdings Management Corporation January 2005 - November 2009
Bear Stearns October 2003 - January 2005
Goldman Sachs September 2002 - October 2003
Morgan Stanley Dean Witter Trust May 1996 - October 2002
Skills
Project Management, Troubleshooting, Vendor Management, SharePoint, MS Project, Business Analysis, ITIL, IT Strategy, VMware, Active Directory, VPN, Change Management, Disaster Recovery, IT Operations, PMP, Servers, Integration, Networking, Cloud Computing, Windows, Technical Support, XP, DNS, DHCP, Visio, Management, Information Technology, Software Documentation, System Administration, Windows XP, VDI, Virtualization
Education
Villanova University 2004 — 2005
PMP, Project Management
Kean University 1991 — 1994
BA, Communications, Communication and Media Studies
DeVry University 1983 — 1985
Diploma, Computer Engineering Technologies
American Institute of Certified Public Accountants November 2009 - Present
Sears Holdings Management Corporation January 2005 - November 2009
Bear Stearns October 2003 - January 2005
Goldman Sachs September 2002 - October 2003
Morgan Stanley Dean Witter Trust May 1996 - October 2002
Skills
Project Management, Troubleshooting, Vendor Management, SharePoint, MS Project, Business Analysis, ITIL, IT Strategy, VMware, Active Directory, VPN, Change Management, Disaster Recovery, IT Operations, PMP, Servers, Integration, Networking, Cloud Computing, Windows, Technical Support, XP, DNS, DHCP, Visio, Management, Information Technology, Software Documentation, System Administration, Windows XP, VDI, Virtualization
Education
Villanova University 2004 — 2005
PMP, Project Management
Kean University 1991 — 1994
BA, Communications, Communication and Media Studies
DeVry University 1983 — 1985
Diploma, Computer Engineering Technologies
Matthew Brauer Matthew Brauer's Bear Stearns Experience April 1994 - April 2008
Job Mortgage Lookback Customer Care Supervisor II at JP Morgan Chase & Company:
Industry Financial Services
Experience
JPMorgan Chase December 2011 - Present
JP Morgan Chase & Company: December 2011 - Present
JP Morgan Chase & Company May 2008 - August 2009
Bear Stearns April 1994 - April 2008
Bank of New York: November 1990 - April 1994
Oppenheimer: October 1987 - November 1990
Merrill Lynch June 1982 - October 1987
Skills
Credit, Loans, Financial Analysis, Mortgage Lending, Risk Management, Call Centers, Microsoft Excel, Process Improvement, Mutual Funds, Leadership, Management, Strategic Financial..., Settlement, Hedge Funds, Training, Bonds, Prime Brokerage, Securities, Trading, Banking, Financial Services, Equities, Fixed Income, Business Analysis
Education
Dominican College of Blauvelt 1977 — 1983
B/S Business Management, Business Administration, Management and Operations
Cardinal Hayes High School 1973 — 1977
JPMorgan Chase December 2011 - Present
JP Morgan Chase & Company: December 2011 - Present
JP Morgan Chase & Company May 2008 - August 2009
Bear Stearns April 1994 - April 2008
Bank of New York: November 1990 - April 1994
Oppenheimer: October 1987 - November 1990
Merrill Lynch June 1982 - October 1987
Skills
Credit, Loans, Financial Analysis, Mortgage Lending, Risk Management, Call Centers, Microsoft Excel, Process Improvement, Mutual Funds, Leadership, Management, Strategic Financial..., Settlement, Hedge Funds, Training, Bonds, Prime Brokerage, Securities, Trading, Banking, Financial Services, Equities, Fixed Income, Business Analysis
Education
Dominican College of Blauvelt 1977 — 1983
B/S Business Management, Business Administration, Management and Operations
Cardinal Hayes High School 1973 — 1977
Doug Ashton's Bear Stearns Experience April 2000 - November 2002
Job Consultant to OpenExchange, Inc.
Industry Information Technology and Services
Experience
OpenExchange, Inc. August 2015 - Present
OpenExchange, Inc. April 2009 - July 2015
OpenExchange, Inc. April 2009 - July 2015
LTC International, Inc. 2008 - 2009
FTN Midwest June 2006 - October 2007
Eze Castle Research November 2004 - June 2006
Pythar Capital Advisors March 2002 - October 2004
Bear Stearns April 2000 - November 2002
Jefferies & Co., Inc. April 1996 - March 2000
Tucker Anthony October 1994 - March 1996
Skills
Mergers, Start-ups, Venture Capital, Financial Modeling, Equities, Business Strategy, Asset Managment, Due Diligence, Competitive Analysis, Investments, Portfolio Management, Securities, Corporate Development, Capital Markets, Investor Relations, Valuation, Equity Research, Product Management, Private Equity, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Mobile Devices, Asset Management
Education
Georgetown University Law Center 1992 — 1993
LL.M, Taxation
Widener University School of Business 1990 — 1992
JD/MBA
Widener University School of Law 1989 — 1992
JD, Law and Finance
Eckerd College 1984 — 1988
Bachelor of Arts, Psychology
OpenExchange, Inc. August 2015 - Present
OpenExchange, Inc. April 2009 - July 2015
OpenExchange, Inc. April 2009 - July 2015
LTC International, Inc. 2008 - 2009
FTN Midwest June 2006 - October 2007
Eze Castle Research November 2004 - June 2006
Pythar Capital Advisors March 2002 - October 2004
Bear Stearns April 2000 - November 2002
Jefferies & Co., Inc. April 1996 - March 2000
Tucker Anthony October 1994 - March 1996
Skills
Mergers, Start-ups, Venture Capital, Financial Modeling, Equities, Business Strategy, Asset Managment, Due Diligence, Competitive Analysis, Investments, Portfolio Management, Securities, Corporate Development, Capital Markets, Investor Relations, Valuation, Equity Research, Product Management, Private Equity, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Mobile Devices, Asset Management
Education
Georgetown University Law Center 1992 — 1993
LL.M, Taxation
Widener University School of Business 1990 — 1992
JD/MBA
Widener University School of Law 1989 — 1992
JD, Law and Finance
Eckerd College 1984 — 1988
Bachelor of Arts, Psychology
Bob von Halle Bob von Halle's Bear Stearns Experience January 1990 - December 1997
Job Options and Futures Trader at LightSpeed Trading
Industry Financial Services
Experience
LightSpeed Trading April 2014 - Present
Simplex Investments/SET Trading Partners October 2012 - March 2014
Gemini Trading LLC June 2009 - September 2012
Horizon Cash Management September 2006 - February 2009
MarketAxess June 2002 - April 2006
Goldman Sachs January 1998 - March 2001
Bear Stearns January 1990 - December 1997
Salomon Brothers June 1982 - December 1989
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Electronic Trading, Emerging Markets, Capital Markets, Asset Managment, Trading, Trading Systems, Series 7, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1982 — 1985
MBA, Finance
Duke University 1975 — 1979
BA, Economics, Management Science
LightSpeed Trading April 2014 - Present
Simplex Investments/SET Trading Partners October 2012 - March 2014
Gemini Trading LLC June 2009 - September 2012
Horizon Cash Management September 2006 - February 2009
MarketAxess June 2002 - April 2006
Goldman Sachs January 1998 - March 2001
Bear Stearns January 1990 - December 1997
Salomon Brothers June 1982 - December 1989
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Electronic Trading, Emerging Markets, Capital Markets, Asset Managment, Trading, Trading Systems, Series 7, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1982 — 1985
MBA, Finance
Duke University 1975 — 1979
BA, Economics, Management Science
Robert Small Robert Small's Bear Stearns Experience January 2008 - December 2008
Job IT Finance Business Partner
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
Avaya May 2012 - June 2014
MF Global November 2009 - November 2011
Bear Stearns January 2008 - December 2008
JPMorgan Chase July 1997 - June 2007
Bankers Trust Company April 1993 - July 1997
Skills
Savings, Transparency, Performance Metrics, Project Accounting, Vendor Management, Balanced Scorecard, Financial Risk, Business Process..., Benefits Realisation, Options, Trading Systems, Program Management, Business Process, Equities, Financial Analysis, Forecasting, Finance, Management, Analysis, Leadership, Cross-functional Team..., Integration, Process Improvement, Strategic Financial..., Project Planning, Managerial Finance, Risk Management, PMO, Mergers & Acquisitions, Executive Management, Financial Services, Investment Banking, IT Strategy, Internal Controls, Internal Audit, Business Process..., Business Analysis, Financial Modeling, Valuation, Information Technology, Governance, Acquisition Integration, Business Transformation, Management Consulting, Project Portfolio...
Education
Emory University 1986 — 1988
Master of Business Administration (MBA), Finance
Dickinson College 1983 — 1986
Bachelor of Arts (BA), Mathematics & Physics
Plymouth State University 1982 — 1983
Mathematics
Deutsche Bank May 2014 - Present
Avaya May 2012 - June 2014
MF Global November 2009 - November 2011
Bear Stearns January 2008 - December 2008
JPMorgan Chase July 1997 - June 2007
Bankers Trust Company April 1993 - July 1997
Skills
Savings, Transparency, Performance Metrics, Project Accounting, Vendor Management, Balanced Scorecard, Financial Risk, Business Process..., Benefits Realisation, Options, Trading Systems, Program Management, Business Process, Equities, Financial Analysis, Forecasting, Finance, Management, Analysis, Leadership, Cross-functional Team..., Integration, Process Improvement, Strategic Financial..., Project Planning, Managerial Finance, Risk Management, PMO, Mergers & Acquisitions, Executive Management, Financial Services, Investment Banking, IT Strategy, Internal Controls, Internal Audit, Business Process..., Business Analysis, Financial Modeling, Valuation, Information Technology, Governance, Acquisition Integration, Business Transformation, Management Consulting, Project Portfolio...
Education
Emory University 1986 — 1988
Master of Business Administration (MBA), Finance
Dickinson College 1983 — 1986
Bachelor of Arts (BA), Mathematics & Physics
Plymouth State University 1982 — 1983
Mathematics
Elliot Abraham Elliot Abraham's Bear Stearns Experience 2002 - 2005
Job Program Manager at Google
Industry Publishing
Experience
Google September 2011 - Present
Zagat Survey May 2005 - September 2011
Bear Stearns 2002 - 2005
Skills
Testing, Agile Methodologies, Test Planning, Quality Assurance, SDLC, Scrum, Software Development, Software Quality..., Mobile Devices, SQL, Web Applications, XML, Microsoft SQL Server, Databases, Business Analysis, Defect Tracking, Agile Project Management, Test Automation, Web Services, Integration, Software Project..., Program Management
Education
Dowling College
Master of Business Administration (MBA)
Google September 2011 - Present
Zagat Survey May 2005 - September 2011
Bear Stearns 2002 - 2005
Skills
Testing, Agile Methodologies, Test Planning, Quality Assurance, SDLC, Scrum, Software Development, Software Quality..., Mobile Devices, SQL, Web Applications, XML, Microsoft SQL Server, Databases, Business Analysis, Defect Tracking, Agile Project Management, Test Automation, Web Services, Integration, Software Project..., Program Management
Education
Dowling College
Master of Business Administration (MBA)
Corey Benjamin, CFA Corey Benjamin, CFA's Bear Stearns Experience July 2001 - February 2004
Job Investment Banking Director at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2010 - Present
BB&T Capital Markets 2007 - March 2010
Circuit City Stores, Inc. January 2006 - March 2007
Morgan Stanley March 2004 - January 2006
Bear Stearns July 2001 - February 2004
Skills
Mergers & Acquisitions, Firm Valuation, Equity Research, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Due Diligence, LBO, Financial Analysis, Corporate Development, Equities, Investments, Capital Markets, DCF, Hedge Funds, Business Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
University of Virginia 1997 — 2001
Bachelor of Arts, Economics and Government
Harris Williams & Co. June 2010 - Present
BB&T Capital Markets 2007 - March 2010
Circuit City Stores, Inc. January 2006 - March 2007
Morgan Stanley March 2004 - January 2006
Bear Stearns July 2001 - February 2004
Skills
Mergers & Acquisitions, Firm Valuation, Equity Research, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Due Diligence, LBO, Financial Analysis, Corporate Development, Equities, Investments, Capital Markets, DCF, Hedge Funds, Business Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
University of Virginia 1997 — 2001
Bachelor of Arts, Economics and Government
Sean C. O'Malley's Bear Stearns Experience June 2000 - April 2003
Job Realty Finance Trust
Industry Real Estate
Experience
Realty Finance Trust September 2014 - Present
MC Five Mile August 2013 - August 2014
CIBC World Markets December 2010 - August 2013
Urban Retail Properties, LLC November 2008 - December 2010
RBC Capital Markets May 2006 - November 2008
GE Real Estate April 2003 - May 2006
Bear Stearns June 2000 - April 2003
Long Term Credit Bank of Japan June 1993 - July 1995
The Balcor Company 1988 - 1993
Skills
Finance
Education
DePaul University 1983 — 1987
BS Finance, Finance and Marketing
Realty Finance Trust September 2014 - Present
MC Five Mile August 2013 - August 2014
CIBC World Markets December 2010 - August 2013
Urban Retail Properties, LLC November 2008 - December 2010
RBC Capital Markets May 2006 - November 2008
GE Real Estate April 2003 - May 2006
Bear Stearns June 2000 - April 2003
Long Term Credit Bank of Japan June 1993 - July 1995
The Balcor Company 1988 - 1993
Skills
Finance
Education
DePaul University 1983 — 1987
BS Finance, Finance and Marketing
JoLisa Karl JoLisa Karl's Bear Stearns Experience January 1999 - June 2004
Job Development Officer at Business Ownership Enterprises
Industry Human Resources
Experience
Business Ownership Enterprises June 2004 - Present
Bear Stearns January 1999 - June 2004
Chicago Osteopathic Hospital October 1993 - December 1998
Skills
Marketing Strategy, Social Media, Partner Relationship..., Program Management, Project Planning, Partner Management, Sales, Recruiting, Management, Human Resources
Education
Northwestern University - Kellogg School of Management 1995 — 1998
M.B.A., Human Resource Management
Duke University 1989 — 1993
B.A., Applied Business Management
Business Ownership Enterprises June 2004 - Present
Bear Stearns January 1999 - June 2004
Chicago Osteopathic Hospital October 1993 - December 1998
Skills
Marketing Strategy, Social Media, Partner Relationship..., Program Management, Project Planning, Partner Management, Sales, Recruiting, Management, Human Resources
Education
Northwestern University - Kellogg School of Management 1995 — 1998
M.B.A., Human Resource Management
Duke University 1989 — 1993
B.A., Applied Business Management
Cliff Nealon's Bear Stearns Experience June 1998 - March 2008
Job City of Newport Beach
Industry Information Technology and Services
Experience
City of Newport Beach May 2013 - Present
Quest Software April 2012 - August 2012
JPMorgan Chase March 2008 - August 2011
Bear Stearns June 1998 - March 2008
Dow Jones Telerate 1984 - 2000
JJ Kenny Co. 1981 - 1984
Skills
Linux, Project Management, Integration, Data Center, Perl, Microsoft SQL Server, Enterprise Software, Virtualization, Enterprise Architecture, Quality Assurance, Servers, Security, IT Service Management, Low Latency, SDLC, Disaster Recovery, VMware, TCP/IP, TIBCO, Networking, HP Openview, Troubleshooting, Unix, System Administration, Software Documentation, Sybase, Vendor Management, Solaris, Market Data, Requirements Analysis, Netcool, ITIL, Windows, SQL, IT Management, Management, Oracle, IT Strategy, Cloud Computing, DNS, SAN, NAS, SNMP, Operating Systems
Education
Embry-Riddle Aeronautical University 1979 — 1981
City of Newport Beach May 2013 - Present
Quest Software April 2012 - August 2012
JPMorgan Chase March 2008 - August 2011
Bear Stearns June 1998 - March 2008
Dow Jones Telerate 1984 - 2000
JJ Kenny Co. 1981 - 1984
Skills
Linux, Project Management, Integration, Data Center, Perl, Microsoft SQL Server, Enterprise Software, Virtualization, Enterprise Architecture, Quality Assurance, Servers, Security, IT Service Management, Low Latency, SDLC, Disaster Recovery, VMware, TCP/IP, TIBCO, Networking, HP Openview, Troubleshooting, Unix, System Administration, Software Documentation, Sybase, Vendor Management, Solaris, Market Data, Requirements Analysis, Netcool, ITIL, Windows, SQL, IT Management, Management, Oracle, IT Strategy, Cloud Computing, DNS, SAN, NAS, SNMP, Operating Systems
Education
Embry-Riddle Aeronautical University 1979 — 1981
Julia Carpenter Julia Carpenter's Bear Stearns Experience April 2003 - February 2006
Job
Industry Human Resources
Experience
Buck Consultants July 2011 - Present
Xerox 2011 - 2014
Deutsche Bank September 2007 - July 2008
Atlanta Financial Associates June 2006 - September 2007
Bear Stearns April 2003 - February 2006
Skills
Management, Business Development, Talent Management, Hedge Funds, Equities, Leadership Development, Strategy, Strategic Financial..., Derivatives, Trading, Marketing, Human Resources, CRM, Performance Management
Education
University of Virginia 1998 — 2002
BA, Economics, concentration finance
EFAP - Ecole Française des Attachés de Presse 2000 — 2001
French, International Economics, PR
The Westminster Schools 1985 — 1998
Primary
Buck Consultants July 2011 - Present
Xerox 2011 - 2014
Deutsche Bank September 2007 - July 2008
Atlanta Financial Associates June 2006 - September 2007
Bear Stearns April 2003 - February 2006
Skills
Management, Business Development, Talent Management, Hedge Funds, Equities, Leadership Development, Strategy, Strategic Financial..., Derivatives, Trading, Marketing, Human Resources, CRM, Performance Management
Education
University of Virginia 1998 — 2002
BA, Economics, concentration finance
EFAP - Ecole Française des Attachés de Presse 2000 — 2001
French, International Economics, PR
The Westminster Schools 1985 — 1998
Primary
William Stevenson William Stevenson's Bear Stearns Experience August 2007 - August 2008
Job
Industry Oil & Energy
Experience
Eglinton Capital, LLC September 2011 - Present
Bank of America / Merrill Lynch August 2008 - May 2011
Bear Stearns August 2007 - August 2008
Citigroup February 2004 - August 2007
H&S Properties, LLC October 2002 - January 2004
Lehman Brothers September 2000 - September 2002
Education
Wake Forest University School of Business 1998 — 2000
MBA, Portfolio Management/Securities Analysis
Denison University
STAB
STAB
Eglinton Capital, LLC September 2011 - Present
Bank of America / Merrill Lynch August 2008 - May 2011
Bear Stearns August 2007 - August 2008
Citigroup February 2004 - August 2007
H&S Properties, LLC October 2002 - January 2004
Lehman Brothers September 2000 - September 2002
Education
Wake Forest University School of Business 1998 — 2000
MBA, Portfolio Management/Securities Analysis
Denison University
STAB
STAB
Jeff Vilensky Jeff Vilensky's Bear Stearns Experience 1997 - 2003
Job Certified Career Transition & Business Coaching / Consulting
Industry Professional Training & Coaching
Experience
Broadway Bodies January 2009 - Present
JaVilen Group October 2008 - Present
The Corcoran Group - Hamptons January 2005 - November 2009
Bear Stearns 1997 - 2003
Salomon Brothers January 1989 - January 1996
Education
CTI - Coaches Training Institute 2008 — 2009
CPCC, Co-Active Coach
New York University - Leonard N. Stern School of Business 1993 — 1995
Masters, Finance, International Business
Drexel University - LeBow College of Business 1984 — 1989
BS, Finance / Information Systems
Broadway Bodies January 2009 - Present
JaVilen Group October 2008 - Present
The Corcoran Group - Hamptons January 2005 - November 2009
Bear Stearns 1997 - 2003
Salomon Brothers January 1989 - January 1996
Education
CTI - Coaches Training Institute 2008 — 2009
CPCC, Co-Active Coach
New York University - Leonard N. Stern School of Business 1993 — 1995
Masters, Finance, International Business
Drexel University - LeBow College of Business 1984 — 1989
BS, Finance / Information Systems
Tyler Brock Tyler Brock's Bear Stearns Experience June 2004 - August 2004
Job Wars fought, revolutions started, tigers tamed, computers verified.
Industry Computer Software
Experience
Hustle, Inc. March 2015 - Present
MongoDB November 2011 - March 2015
ReadrBoard (now Antenna) March 2011 - January 2012
Wander / Days August 2011 - November 2011
Harvest Volatility Management LLC May 2008 - March 2011
BlackRock July 2007 - May 2008
Bear Stearns June 2004 - August 2004
Computer Associates, Inc June 2003 - August 2003
Skills
MongoDB, Ruby, Ruby on Rails, Python, Linux, Scalability, Django, Git, Distributed Systems, MySQL, JavaScript, C++, Software Development, REST, NoSQL, Options, Web Applications, Hadoop, PostgreSQL, Options Trading, Volatility Arbitrage, Open Source
Education
Duke University 2003 — 2007
Computer Science and Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Summer
Milton Academy 2000 — 2003
Hustle, Inc. March 2015 - Present
MongoDB November 2011 - March 2015
ReadrBoard (now Antenna) March 2011 - January 2012
Wander / Days August 2011 - November 2011
Harvest Volatility Management LLC May 2008 - March 2011
BlackRock July 2007 - May 2008
Bear Stearns June 2004 - August 2004
Computer Associates, Inc June 2003 - August 2003
Skills
MongoDB, Ruby, Ruby on Rails, Python, Linux, Scalability, Django, Git, Distributed Systems, MySQL, JavaScript, C++, Software Development, REST, NoSQL, Options, Web Applications, Hadoop, PostgreSQL, Options Trading, Volatility Arbitrage, Open Source
Education
Duke University 2003 — 2007
Computer Science and Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Summer
Milton Academy 2000 — 2003
Jason Strominger Jason Strominger's Bear Stearns Experience December 2003 - December 2007
Job Vice President Institutional Sales at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies June 2015 - Present
Ardour Capital Investments September 2014 - June 2015
Sidoti & Company October 2010 - May 2014
The Investor Relations Group 2009 - 2010
Rodman & Renshaw August 2008 - December 2008
Credit Suisse January 2008 - June 2008
Bear Stearns December 2003 - December 2007
MTV 1991 - 1998
Skills
Capital Markets, Equity Research, Investor Relations, Investment Banking, Equity Capital Markets, Financial Modeling, Financial Analysis, Production, Writing, New Business Development, Business Development, Equities, Valuation, Directing
Education
Duke University
BA, Public Policy Studies
University of North Carolina at Chapel Hill
Queen Mary, U. of London
D.A. Davidson Companies June 2015 - Present
Ardour Capital Investments September 2014 - June 2015
Sidoti & Company October 2010 - May 2014
The Investor Relations Group 2009 - 2010
Rodman & Renshaw August 2008 - December 2008
Credit Suisse January 2008 - June 2008
Bear Stearns December 2003 - December 2007
MTV 1991 - 1998
Skills
Capital Markets, Equity Research, Investor Relations, Investment Banking, Equity Capital Markets, Financial Modeling, Financial Analysis, Production, Writing, New Business Development, Business Development, Equities, Valuation, Directing
Education
Duke University
BA, Public Policy Studies
University of North Carolina at Chapel Hill
Queen Mary, U. of London
Joe Fischer's Bear Stearns Experience August 2006 - June 2008
Job Founder & CEO, greetabl
Industry Consumer Goods
Experience
greetabl August 2012 - Present
Exchange Ventures Limited; Independent November 2010 - August 2012
Goldman Sachs June 2008 - March 2010
Bear Stearns August 2006 - June 2008
Ernst & Young 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Business Planning, Strategic Financial..., Business Strategy, Factset, Stock Picking, Investments, Presentations, Due Diligence, Microsoft Excel, PowerPoint, Microsoft Word, Series 7, Series 63, Investor Relations, Equity Research
Education
Saint Louis University 2001 — 2004
BSBA, Accounting and Finance
DePaul University 1999 — 2000
greetabl August 2012 - Present
Exchange Ventures Limited; Independent November 2010 - August 2012
Goldman Sachs June 2008 - March 2010
Bear Stearns August 2006 - June 2008
Ernst & Young 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Business Planning, Strategic Financial..., Business Strategy, Factset, Stock Picking, Investments, Presentations, Due Diligence, Microsoft Excel, PowerPoint, Microsoft Word, Series 7, Series 63, Investor Relations, Equity Research
Education
Saint Louis University 2001 — 2004
BSBA, Accounting and Finance
DePaul University 1999 — 2000
Antonios Kypreos's Bear Stearns Experience 2005 - 2005
Job Partner AFG Investment Advisor Designing family office style alternative portfolios for high net worth clients
Industry Investment Management
Experience
Axion Financial Group August 2010 - Present
Axion Single Family Office 2006 - Present
Robin Hood Ventures January 2012 - December 2013
M31 Capital Management, LLC March 2010 - December 2013
Smart Marketing Venture Fund July 2011 - January 2012
Realtimez Inc. March 2010 - December 2011
Wilimington Trust Investment Management 2005 - 2007
Global Theory 2004 - 2007
Bear Stearns 2005 - 2005
Smart Marketing Group 2004 - 2005
Skills
Venture Capital, Alternative Investments, Private Equity, Investments, Entrepreneurship, Investment Advisory, Start-ups, Portfolio Management, Business Strategy, Emerging Markets, Due Diligence, Hedge Funds, New Business Development, Asset Allocation, Angel Investing, Retirement Planning, Investment Management, Wealth Management, Investment Strategies, Foreign Investment, International Business, Financial Advisory
Education
IE (Instituto de Empresa) 2008 — 2010
Master in International Management, International Business
Universidad Adolfo Ibáñez 2009 — 2010
Master of Business Administration (MBA), MBA Exchange
Drexel University 2001 — 2005
Business, International Business, Magna Cum Laude (Top 10%)
Foundation of International Education 2004 — 2004
International Exchange, International Business
Axion Financial Group August 2010 - Present
Axion Single Family Office 2006 - Present
Robin Hood Ventures January 2012 - December 2013
M31 Capital Management, LLC March 2010 - December 2013
Smart Marketing Venture Fund July 2011 - January 2012
Realtimez Inc. March 2010 - December 2011
Wilimington Trust Investment Management 2005 - 2007
Global Theory 2004 - 2007
Bear Stearns 2005 - 2005
Smart Marketing Group 2004 - 2005
Skills
Venture Capital, Alternative Investments, Private Equity, Investments, Entrepreneurship, Investment Advisory, Start-ups, Portfolio Management, Business Strategy, Emerging Markets, Due Diligence, Hedge Funds, New Business Development, Asset Allocation, Angel Investing, Retirement Planning, Investment Management, Wealth Management, Investment Strategies, Foreign Investment, International Business, Financial Advisory
Education
IE (Instituto de Empresa) 2008 — 2010
Master in International Management, International Business
Universidad Adolfo Ibáñez 2009 — 2010
Master of Business Administration (MBA), MBA Exchange
Drexel University 2001 — 2005
Business, International Business, Magna Cum Laude (Top 10%)
Foundation of International Education 2004 — 2004
International Exchange, International Business
Anthony Morano Anthony Morano's Bear Stearns Experience June 2007 - August 2007
Job Made with Love Creator
Industry Writing and Editing
Experience
Made with Love Inc. July 2014 - Present
Huli August 2011 - September 2014
Huli January 2011 - September 2013
Huli August 2010 - July 2013
Huli August 2010 - January 2012
JPMorgan Chase July 2009 - August 2011
JPMorgan Chase July 2009 - November 2010
JPMorgan Chase June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Equities, Financial Modeling, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Alternative Investments, Investments, Asset Managment, Valuation, Series 7, Financial Analysis, Mergers & Acquisitions, Trading, Options, Quality Assurance, Marketing Strategy, Sales Operations, Business Development, Analysis, Financial Risk
Education
Emory University 2005 — 2008
Bachelor of Business Administration (BBA), Operations Management
Emory University - Goizueta Business School 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
American University of Rome 2007 — 2007
Study Abroad, Interntaional Business
Made with Love Inc. July 2014 - Present
Huli August 2011 - September 2014
Huli January 2011 - September 2013
Huli August 2010 - July 2013
Huli August 2010 - January 2012
JPMorgan Chase July 2009 - August 2011
JPMorgan Chase July 2009 - November 2010
JPMorgan Chase June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Equities, Financial Modeling, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Alternative Investments, Investments, Asset Managment, Valuation, Series 7, Financial Analysis, Mergers & Acquisitions, Trading, Options, Quality Assurance, Marketing Strategy, Sales Operations, Business Development, Analysis, Financial Risk
Education
Emory University 2005 — 2008
Bachelor of Business Administration (BBA), Operations Management
Emory University - Goizueta Business School 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
American University of Rome 2007 — 2007
Study Abroad, Interntaional Business
Wallis Larson's Bear Stearns Experience April 2005 - December 2006
Job Corporate Access
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
Barrington Research Associates, Inc. March 2009 - June 2011
ThinkEquity Partners July 2007 - December 2008
Bear Stearns April 2005 - December 2006
Skills
Event Management, CRM, Series 7, Management, Marketing, Investments, Equities, Hedge Funds
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), History
Robert W. Baird & Co. September 2015 - Present
Barrington Research Associates, Inc. March 2009 - June 2011
ThinkEquity Partners July 2007 - December 2008
Bear Stearns April 2005 - December 2006
Skills
Event Management, CRM, Series 7, Management, Marketing, Investments, Equities, Hedge Funds
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), History
Alex Halimou's Bear Stearns Experience May 1997 - May 1999
Job SpaceSheep Enterprises LLC, Owner
Industry Computer Software
Experience
SpaceSheep Enterprises LLC September 2012 - Present
S.A.C. Capital April 2009 - July 2012
Tykhe Capital April 2002 - May 2009
TechMerchants May 2000 - January 2002
Strike Technologies, LLC May 1999 - May 2000
Bear Stearns May 1997 - May 1999
Smith Barney December 1996 - April 1997
Gradient Inc January 1995 - December 1996
New York University January 1993 - January 1995
Skills
Java, Software Development, C++, Agile Methodologies, Matlab, Python, Unix, Distributed Systems, Linux, Perl, Mobile Devices, C#
Education
NYU 1992 — 1994
Master of Science (MS), Computer Science
Deree College 1986 — 1990
Bachelor of Science (BS), Computer Information Systems & Management
SpaceSheep Enterprises LLC September 2012 - Present
S.A.C. Capital April 2009 - July 2012
Tykhe Capital April 2002 - May 2009
TechMerchants May 2000 - January 2002
Strike Technologies, LLC May 1999 - May 2000
Bear Stearns May 1997 - May 1999
Smith Barney December 1996 - April 1997
Gradient Inc January 1995 - December 1996
New York University January 1993 - January 1995
Skills
Java, Software Development, C++, Agile Methodologies, Matlab, Python, Unix, Distributed Systems, Linux, Perl, Mobile Devices, C#
Education
NYU 1992 — 1994
Master of Science (MS), Computer Science
Deree College 1986 — 1990
Bachelor of Science (BS), Computer Information Systems & Management
Lisa Gaffney Lisa Gaffney's Bear Stearns Experience 1996 - 1997
Job Consultant; creating financial and operating agility for social sector clients; based in DC and NYC
Industry Management Consulting
Experience
MarketMatters Group LLC January 2015 - Present
Taproot Foundation 2009 - 2015
FINCA International January 2013 - December 2014
US Securities and Exchange Commission May 2013 - July 2013
Credit Suisse 2010 - 2011
Lehman Brothers Asset Management/Neuberger Berman 2004 - 2008
JPMorgan Investment Management 2002 - 2004
Deutsche Bank Securities 1999 - 2002
CIBC World Markets 1997 - 1999
Bear Stearns 1996 - 1997
Skills
Financial Analysis, Business Analysis, Credit Analysis, Financial Statement..., Financial Forecasting, Investment Management, Research, Nonprofit Consulting, Grants, Program Management, Project Management, Non-profit Boards, Building Relationships, Consultative Selling, Oral & Written..., Teamwork, Client Relationship..., High Yield, Corporate Bonds, Interpersonal..., Sell Side, Valuation, Non-profits, CRM, Fixed Income, Nonprofits, Management Consulting, Investments, Portfolio Management, Mergers & Acquisitions, Capital Markets, Finance, Due Diligence, Corporates, Strategy, Strategic Planning, Financial Services, Selling, Investment Banking, Business Strategy, Business Development
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Duke University 1977 — 1981
BA, Economics
Walter Johnson High School
MarketMatters Group LLC January 2015 - Present
Taproot Foundation 2009 - 2015
FINCA International January 2013 - December 2014
US Securities and Exchange Commission May 2013 - July 2013
Credit Suisse 2010 - 2011
Lehman Brothers Asset Management/Neuberger Berman 2004 - 2008
JPMorgan Investment Management 2002 - 2004
Deutsche Bank Securities 1999 - 2002
CIBC World Markets 1997 - 1999
Bear Stearns 1996 - 1997
Skills
Financial Analysis, Business Analysis, Credit Analysis, Financial Statement..., Financial Forecasting, Investment Management, Research, Nonprofit Consulting, Grants, Program Management, Project Management, Non-profit Boards, Building Relationships, Consultative Selling, Oral & Written..., Teamwork, Client Relationship..., High Yield, Corporate Bonds, Interpersonal..., Sell Side, Valuation, Non-profits, CRM, Fixed Income, Nonprofits, Management Consulting, Investments, Portfolio Management, Mergers & Acquisitions, Capital Markets, Finance, Due Diligence, Corporates, Strategy, Strategic Planning, Financial Services, Selling, Investment Banking, Business Strategy, Business Development
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Duke University 1977 — 1981
BA, Economics
Walter Johnson High School
Peter Svorinic's Bear Stearns Experience October 1995 - September 1996
Job Director of Business Oversight at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
CFS Consulting Services, LLC. March 2011 - April 2011
Regulatory Compliance, LLC November 2010 - February 2011
Fidelity Investments September 2003 - September 2010
Fidelity Investments January 2001 - September 2003
Fidelity Investments May 1999 - January 2001
CIBC January 1998 - April 1999
Oppenheimer & Co. Inc. September 1996 - January 1998
Bear Stearns October 1995 - September 1996
J.B. Hanauer & Co., Inc. September 1989 - October 1995
Skills
Series 7, Financial Services, Mutual Funds, Securities, Risk Management, Asset Management, Investment Advisory, Series 63, Due Diligence, Strategy, Equities, Fixed Income, Asset Allocation, Wealth Management, Dispute Resolution, Investment Advisers Act, Capital Markets, Series 6, Hedge Funds, Consulting, Risk Assessment, Operational Risk..., Broker-Dealer Compliance, Institutional Sales, Options, Financial Advisory, FINRA, Alternative Investments, Finance, Financial Risk, Surveillance, Unified Managed Accounts, General Securities..., General Securities..., Wrap Accounts, RIAs, Supervisory Experience, Investments, Leadership, Business Analysis, Series 24, Series 99, Process Improvement, Financial Markets, Bonds, Governance, Management, Supervisory Skills, Regulatory Compliance, Financial Policies &...
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Executive Education
Seton Hall University 1988 — 1993
MBA
Georgetown University 1982 — 1985
Bachelor of Arts (BA)
London School of Economics and Political Science 1984 — 1984
Drew University 1981 — 1982
Fidelity Investments April 2011 - Present
CFS Consulting Services, LLC. March 2011 - April 2011
Regulatory Compliance, LLC November 2010 - February 2011
Fidelity Investments September 2003 - September 2010
Fidelity Investments January 2001 - September 2003
Fidelity Investments May 1999 - January 2001
CIBC January 1998 - April 1999
Oppenheimer & Co. Inc. September 1996 - January 1998
Bear Stearns October 1995 - September 1996
J.B. Hanauer & Co., Inc. September 1989 - October 1995
Skills
Series 7, Financial Services, Mutual Funds, Securities, Risk Management, Asset Management, Investment Advisory, Series 63, Due Diligence, Strategy, Equities, Fixed Income, Asset Allocation, Wealth Management, Dispute Resolution, Investment Advisers Act, Capital Markets, Series 6, Hedge Funds, Consulting, Risk Assessment, Operational Risk..., Broker-Dealer Compliance, Institutional Sales, Options, Financial Advisory, FINRA, Alternative Investments, Finance, Financial Risk, Surveillance, Unified Managed Accounts, General Securities..., General Securities..., Wrap Accounts, RIAs, Supervisory Experience, Investments, Leadership, Business Analysis, Series 24, Series 99, Process Improvement, Financial Markets, Bonds, Governance, Management, Supervisory Skills, Regulatory Compliance, Financial Policies &...
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Executive Education
Seton Hall University 1988 — 1993
MBA
Georgetown University 1982 — 1985
Bachelor of Arts (BA)
London School of Economics and Political Science 1984 — 1984
Drew University 1981 — 1982
Thomas Doran Thomas Doran's Bear Stearns Experience March 1999 - July 2000
Job PayPal (Global Core Payments Group)
Industry Internet
Experience
PayPal March 2011 - Present
PayPal February 2010 - March 2011
eBay November 2007 - February 2010
eBay March 2003 - November 2007
Wells Fargo Bank July 2001 - March 2003
NextDoor Networks Inc September 2000 - July 2001
Bear Stearns March 1999 - July 2000
IT Design (curam software) August 1996 - March 1999
Skills
SOAP, JDBC, CVS, Weblogic, Servlets, Perl, REST, Web Services, E-commerce, Java, Unix, XML, Distributed Systems, Software Development, Web Applications, Linux, Databases, Eclipse, JavaScript, WebLogic
Education
Trinity College, Dublin 1992 — 1996
B.Sc. Degree, Computer Science & Software Engineering
Trinity College, Dublin 1992 — 1996
Masters Degree
Dublin Institute of Technology 1992 — 1996
Applied Science, Computer & Software Engineering, Physics, Math and Business
PayPal March 2011 - Present
PayPal February 2010 - March 2011
eBay November 2007 - February 2010
eBay March 2003 - November 2007
Wells Fargo Bank July 2001 - March 2003
NextDoor Networks Inc September 2000 - July 2001
Bear Stearns March 1999 - July 2000
IT Design (curam software) August 1996 - March 1999
Skills
SOAP, JDBC, CVS, Weblogic, Servlets, Perl, REST, Web Services, E-commerce, Java, Unix, XML, Distributed Systems, Software Development, Web Applications, Linux, Databases, Eclipse, JavaScript, WebLogic
Education
Trinity College, Dublin 1992 — 1996
B.Sc. Degree, Computer Science & Software Engineering
Trinity College, Dublin 1992 — 1996
Masters Degree
Dublin Institute of Technology 1992 — 1996
Applied Science, Computer & Software Engineering, Physics, Math and Business
Gary Budoff's Bear Stearns Experience July 1999 - December 2004
Job Manager at Budoff Realty, LLC
Industry Real Estate
Experience
AJ Partners, LLC January 2011 - Present
Budoff Realty, LLC December 2004 - Present
Bear Stearns July 1999 - December 2004
Skills
Investment Banking, Valuation, Due Diligence, Financial Modeling, Equities, Mergers, Private Equity, Leveraged Finance, LBO, IPO, Corporate Finance, Mergers & Acquisitions, Financial Structuring, Capital Markets, Portfolio Management, Equity Research, Alternative Investments
Education
New York University 1995 — 1999
JD/MBA, Business & Law
Duke University 1988 — 1992
BA
AJ Partners, LLC January 2011 - Present
Budoff Realty, LLC December 2004 - Present
Bear Stearns July 1999 - December 2004
Skills
Investment Banking, Valuation, Due Diligence, Financial Modeling, Equities, Mergers, Private Equity, Leveraged Finance, LBO, IPO, Corporate Finance, Mergers & Acquisitions, Financial Structuring, Capital Markets, Portfolio Management, Equity Research, Alternative Investments
Education
New York University 1995 — 1999
JD/MBA, Business & Law
Duke University 1988 — 1992
BA
Nicholas Weiksner Nicholas Weiksner's Bear Stearns Experience June 1997 - June 1999
Job
Industry Investment Management
Experience
tinyRx June 2015 - Present
Mooring Hitch Investments August 2010 - Present
SpotOn June 2012 - August 2013
San Francisco 49ers 2011 - June 2012
Celebrity Kids Portrait Studios 2005 - 2010
Plaxo 2003 - 2003
Denver Public School August 2000 - June 2002
Thomas Weisel Partners June 1999 - July 2000
Bear Stearns June 1997 - June 1999
Skills
Strategic Planning, Strategic Partnerships, Sales Management, Sales Process, Financial Analysis, Deal Execution, Management, Business Operations, Business Development, Funding, Private Equity, Private Companies, Vendor Management, Franchising, Valuation, Investment Banking, Financial Modeling, Financial Accounting, Investments, Leadership, Salesforce.com, Social Media Marketing, Consulting, Marketing, Entrepreneurship, Lead Generation, Start-ups, New Business Development, Sales, Strategy, Corporate Development, Venture Capital, Integrated Marketing, Mergers & Acquisitions, Competitive Analysis, Executive Management, Business Strategy, Negotiation, Business Planning, Due Diligence, Management Consulting, Corporate Finance, Product Management, Finance, Marketing Strategy, Cross-functional Team...
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Business
Duke University 1993 — 1997
BA, Economics / Public Policy
tinyRx June 2015 - Present
Mooring Hitch Investments August 2010 - Present
SpotOn June 2012 - August 2013
San Francisco 49ers 2011 - June 2012
Celebrity Kids Portrait Studios 2005 - 2010
Plaxo 2003 - 2003
Denver Public School August 2000 - June 2002
Thomas Weisel Partners June 1999 - July 2000
Bear Stearns June 1997 - June 1999
Skills
Strategic Planning, Strategic Partnerships, Sales Management, Sales Process, Financial Analysis, Deal Execution, Management, Business Operations, Business Development, Funding, Private Equity, Private Companies, Vendor Management, Franchising, Valuation, Investment Banking, Financial Modeling, Financial Accounting, Investments, Leadership, Salesforce.com, Social Media Marketing, Consulting, Marketing, Entrepreneurship, Lead Generation, Start-ups, New Business Development, Sales, Strategy, Corporate Development, Venture Capital, Integrated Marketing, Mergers & Acquisitions, Competitive Analysis, Executive Management, Business Strategy, Negotiation, Business Planning, Due Diligence, Management Consulting, Corporate Finance, Product Management, Finance, Marketing Strategy, Cross-functional Team...
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Business
Duke University 1993 — 1997
BA, Economics / Public Policy
Todd Ohlandt's Bear Stearns Experience March 2003 - April 2006
Job Senior Vice President at Honour, Inc.
Industry Management Consulting
Experience
Honour, Inc. June 2015 - Present
Children's Healthcare of Atlanta April 2012 - May 2015
McMaster-Carr June 2008 - February 2012
Bear Stearns March 2003 - April 2006
Merrill Lynch July 2000 - March 2003
Skills
Strategy, Process Improvement, Strategic Planning, Leadership, Budgets, Leadership Development, Analysis, CRM, Problem Solving, Data Analysis, Business Strategy, Operations Management, Risk Management, Project Planning, Financial Modeling, • Leadership..., Forecasting, Healthcare, Revenue Cycle, Practice Management, Healthcare Management, Physician Relations, • Forecasting and..., • Risk Mitigation and..., • Process Design and..., • Metric/KPI..., • Project Planning and..., • Strategic Problem..., • Customer Relationship..., • Cross-Functional Team..., Hospitals
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Wake Forest University 1996 — 2000
BA
UNSW Australia 1998 — 1998
Honour, Inc. June 2015 - Present
Children's Healthcare of Atlanta April 2012 - May 2015
McMaster-Carr June 2008 - February 2012
Bear Stearns March 2003 - April 2006
Merrill Lynch July 2000 - March 2003
Skills
Strategy, Process Improvement, Strategic Planning, Leadership, Budgets, Leadership Development, Analysis, CRM, Problem Solving, Data Analysis, Business Strategy, Operations Management, Risk Management, Project Planning, Financial Modeling, • Leadership..., Forecasting, Healthcare, Revenue Cycle, Practice Management, Healthcare Management, Physician Relations, • Forecasting and..., • Risk Mitigation and..., • Process Design and..., • Metric/KPI..., • Project Planning and..., • Strategic Problem..., • Customer Relationship..., • Cross-Functional Team..., Hospitals
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Wake Forest University 1996 — 2000
BA
UNSW Australia 1998 — 1998
Vincent Vanderbent's Bear Stearns Experience July 2000 - April 2003
Job Document Processing Coordinator | Shaklee 180 Specialist
Industry Health, Wellness and Fitness
Experience
Cooley LLP July 2014 - Present
Shaklee Distributor February 2010 - Present
Cooley LLP July 2010 - June 2014
Willkie Farr & Gallagher LLP September 2007 - April 2010
Kaye Scholer LLP July 2005 - September 2007
Seward & Kissel LLP January 2005 - July 2005
Bear Stearns July 2000 - April 2003
Tiger Information Systems February 1992 - October 1997
Institute of Management Consultants (IMC USA) June 1993 - September 1994
The Vanderbent Partnership August 1991 - September 1994
Skills
Intellectual Property, Public Speaking, Strategic Planning, E-commerce, Contract Negotiation, Non-profits, Leadership, Team Building, Management Consulting, Business Strategy, Customer Satisfaction, Nonprofits, Small Business, Personal Development, Budgets, Entrepreneurship, Training, Coaching, Program Management, Market Research, Project Management, Strategy, Marketing, Leadership Development, Marketing Strategy, Research, Recruiting, Business Development, Business Planning, Consulting, Project Planning, Nutrition, Marketing Communications, Social Networking, Analysis, Marketing for Small..., Organizational..., Change Management, Integrated Marketing, Sales, Management, Public Relations, Policy, Document Processing
Education
Loeb Consulting Group 2008 — 2008
New York University School of Continuing & Professional Education 2002 — 2003
Technische Universiteit Eindhoven 1985 — 1990
B.Sc.
Marnix 1981 — 1985
VWO-B
Cooley LLP July 2014 - Present
Shaklee Distributor February 2010 - Present
Cooley LLP July 2010 - June 2014
Willkie Farr & Gallagher LLP September 2007 - April 2010
Kaye Scholer LLP July 2005 - September 2007
Seward & Kissel LLP January 2005 - July 2005
Bear Stearns July 2000 - April 2003
Tiger Information Systems February 1992 - October 1997
Institute of Management Consultants (IMC USA) June 1993 - September 1994
The Vanderbent Partnership August 1991 - September 1994
Skills
Intellectual Property, Public Speaking, Strategic Planning, E-commerce, Contract Negotiation, Non-profits, Leadership, Team Building, Management Consulting, Business Strategy, Customer Satisfaction, Nonprofits, Small Business, Personal Development, Budgets, Entrepreneurship, Training, Coaching, Program Management, Market Research, Project Management, Strategy, Marketing, Leadership Development, Marketing Strategy, Research, Recruiting, Business Development, Business Planning, Consulting, Project Planning, Nutrition, Marketing Communications, Social Networking, Analysis, Marketing for Small..., Organizational..., Change Management, Integrated Marketing, Sales, Management, Public Relations, Policy, Document Processing
Education
Loeb Consulting Group 2008 — 2008
New York University School of Continuing & Professional Education 2002 — 2003
Technische Universiteit Eindhoven 1985 — 1990
B.Sc.
Marnix 1981 — 1985
VWO-B
Jess Mogul's Bear Stearns Experience 2006 - November 2007
Job
Industry Financial Services
Experience
Independent SalesPragma Securities LLCApril 2011 - June 2013
Lighthouse Financial Group LLC 2008 - April 2010
Bear Stearns 2006 - November 2007
ITG September 2003 - January 2005
Instinet 1990 - 2002
Skills
Electronic Trading, Trading Systems, Equities, Equity Trading, Market Data, Trading System, Options, Trading, Hedge Funds, Financial Markets, Series 7, FX Options, Bloomberg, Equity Derivatives, Derivatives
Education
Duke University 1982 — 1985
BS, Computer Science
UNC Chapel Hill 1981 — 1982
Oyster Bay High School 1977 — 1981
Independent SalesPragma Securities LLCApril 2011 - June 2013
Lighthouse Financial Group LLC 2008 - April 2010
Bear Stearns 2006 - November 2007
ITG September 2003 - January 2005
Instinet 1990 - 2002
Skills
Electronic Trading, Trading Systems, Equities, Equity Trading, Market Data, Trading System, Options, Trading, Hedge Funds, Financial Markets, Series 7, FX Options, Bloomberg, Equity Derivatives, Derivatives
Education
Duke University 1982 — 1985
BS, Computer Science
UNC Chapel Hill 1981 — 1982
Oyster Bay High School 1977 — 1981
Colleen O'Neill's Bear Stearns Experience June 1999 - March 2001
Job
Industry Financial Services
Experience
The Blackstone Group March 2001 - Present
Bear Stearns June 1999 - March 2001
Skills
Financial Modeling, Financial Analysis, Reporting & Analysis, Corporate FP&A, Executive Reporting, Accounting, Ad Hoc Reporting, Financial Reporting, Asset Management, Fund Of Funds, Hedge Funds, Fixed Income, Alternative Investments, Corporate Finance, Capital Markets, Derivatives, Valuation, Due Diligence
Education
Dowling College 1999 — 2001
MBA, Finance
Salisbury University - Perdue School of Business 1995 — 1999
BS, Finance
The Blackstone Group March 2001 - Present
Bear Stearns June 1999 - March 2001
Skills
Financial Modeling, Financial Analysis, Reporting & Analysis, Corporate FP&A, Executive Reporting, Accounting, Ad Hoc Reporting, Financial Reporting, Asset Management, Fund Of Funds, Hedge Funds, Fixed Income, Alternative Investments, Corporate Finance, Capital Markets, Derivatives, Valuation, Due Diligence
Education
Dowling College 1999 — 2001
MBA, Finance
Salisbury University - Perdue School of Business 1995 — 1999
BS, Finance
Max Wagner's Bear Stearns Experience 2001 - 2002
Job
Industry Computer Software
Experience
Ember Entertainment 2011 - Present
Signal Studios May 2008 - June 2011
Here and There June 2011 - 2011
Snowblind Studios April 2005 - April 2008
Bear Stearns 2001 - 2002
Education
DigiPen Institute of Technology 2002 — 2005
B.Sc.
New York University 1997 — 2001
B.A.
Ember Entertainment 2011 - Present
Signal Studios May 2008 - June 2011
Here and There June 2011 - 2011
Snowblind Studios April 2005 - April 2008
Bear Stearns 2001 - 2002
Education
DigiPen Institute of Technology 2002 — 2005
B.Sc.
New York University 1997 — 2001
B.A.
Ching Leung's Bear Stearns Experience June 2007 - August 2007
Job Finance Manager at Pfizer
Industry Pharmaceuticals
Experience
Pfizer August 2013 - Present
JPMorgan Chase & Co. April 2011 - July 2013
JP Morgan Chase August 2009 - April 2011
JP Morgan July 2008 - August 2009
Bear Stearns June 2007 - August 2007
Skills
Analysis, Financial Modeling, Finance, Strategic Planning, Management
Education
Penn State University 2004 — 2008
Bachelor of Science, Finance, International Business, Chinese
East China Normal University 2007 — 2007
Chinese, International Business, Finance
Pfizer August 2013 - Present
JPMorgan Chase & Co. April 2011 - July 2013
JP Morgan Chase August 2009 - April 2011
JP Morgan July 2008 - August 2009
Bear Stearns June 2007 - August 2007
Skills
Analysis, Financial Modeling, Finance, Strategic Planning, Management
Education
Penn State University 2004 — 2008
Bachelor of Science, Finance, International Business, Chinese
East China Normal University 2007 — 2007
Chinese, International Business, Finance
Satish Natu's Bear Stearns Experience April 2002 - June 2003
Job Senior Consultant at Citadel LLC
Industry Financial Services
Experience
Citadel LLC January 2015 - Present
Softech Consulting Ltd. October 2013 - August 2014
Credit Suisse June 2003 - July 2013
Bear Stearns April 2002 - June 2003
i-Deal.com(Merrill Lynch) December 2000 - April 2002
Donaldson, Lufkin & Jenrette January 1999 - December 2000
SG Cowen January 1998 - December 1998
Merrill Lynch February 1997 - January 1998
Skills
C#, Design Patterns, Equity Trading, Investment Banking, Program Trading, Derivatives, Market Data, Equities, Financial Markets, Prime Brokerage, Trading, Trading Systems, Hedge Funds, Electronic Trading, Capital Markets, Equity Derivatives, Fixed Income, Multithreading, Low Latency, Options, Bloomberg, C++
Education
Drexel University 1983 — 1984
Citadel LLC January 2015 - Present
Softech Consulting Ltd. October 2013 - August 2014
Credit Suisse June 2003 - July 2013
Bear Stearns April 2002 - June 2003
i-Deal.com(Merrill Lynch) December 2000 - April 2002
Donaldson, Lufkin & Jenrette January 1999 - December 2000
SG Cowen January 1998 - December 1998
Merrill Lynch February 1997 - January 1998
Skills
C#, Design Patterns, Equity Trading, Investment Banking, Program Trading, Derivatives, Market Data, Equities, Financial Markets, Prime Brokerage, Trading, Trading Systems, Hedge Funds, Electronic Trading, Capital Markets, Equity Derivatives, Fixed Income, Multithreading, Low Latency, Options, Bloomberg, C++
Education
Drexel University 1983 — 1984
Ana Zacapa's Bear Stearns Experience July 1998 - April 2003
Job Director, California Office at Ceres, Inc.
Industry Nonprofit Organization Management
Experience
Ceres, Inc. July 2013 - Present
Skoll Foundation July 2008 - February 2013
Banc of America Securities October 2005 - January 2008
Bear Stearns July 1998 - April 2003
Skills
Investments, Equities, Emerging Markets, Philanthropy, Venture Capital, Moms, Portfolio Management, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Grants, Nonprofits, Social Entrepreneurship, International..., Strategy, Entrepreneurship, Corporate Social..., Finance
Education
London School of Economics and Political Science 2003 — 2004
Masters, Development Studies
Duke University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Ceres, Inc. July 2013 - Present
Skoll Foundation July 2008 - February 2013
Banc of America Securities October 2005 - January 2008
Bear Stearns July 1998 - April 2003
Skills
Investments, Equities, Emerging Markets, Philanthropy, Venture Capital, Moms, Portfolio Management, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Grants, Nonprofits, Social Entrepreneurship, International..., Strategy, Entrepreneurship, Corporate Social..., Finance
Education
London School of Economics and Political Science 2003 — 2004
Masters, Development Studies
Duke University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Daniel R. Sheehan's Bear Stearns Experience 1998 - 1999
Job Senior Managing Director at Cohen Financial, L.P.
Industry Investment Banking
Experience
Cohen Financial 2005 - Present
PROFESSIONAL BANK® 2008 - Present
University of Florida 2010 - 2013
L.J. Melody & Co 2001 - 2005
Bear Stearns 1998 - 1999
Skills
Real Estate, Mergers, Debt, Capital Markets, Equities, Structured Finance, Valuation, Investments, Real Estate Investment, Investment Properties, Real Estate Development, Credit, Real Estate Finance, Loans, Private Equity, Investment Banking, Real Estate Transactions, Banking, Real Estate Economics, Commercial Real Estate, Disposition, Asset Management, Brokerage, Due Diligence, Mergers & Acquisitions, Real Estate Financing
Education
University of Miami - School of Business 1999 — 2000
MBA, Finance & Marketing
University of Florida - Warrington College Of Business 1996 — 1998
B.S., Management Science
Duke University 1994 — 1996
Economics
Cohen Financial 2005 - Present
PROFESSIONAL BANK® 2008 - Present
University of Florida 2010 - 2013
L.J. Melody & Co 2001 - 2005
Bear Stearns 1998 - 1999
Skills
Real Estate, Mergers, Debt, Capital Markets, Equities, Structured Finance, Valuation, Investments, Real Estate Investment, Investment Properties, Real Estate Development, Credit, Real Estate Finance, Loans, Private Equity, Investment Banking, Real Estate Transactions, Banking, Real Estate Economics, Commercial Real Estate, Disposition, Asset Management, Brokerage, Due Diligence, Mergers & Acquisitions, Real Estate Financing
Education
University of Miami - School of Business 1999 — 2000
MBA, Finance & Marketing
University of Florida - Warrington College Of Business 1996 — 1998
B.S., Management Science
Duke University 1994 — 1996
Economics
Darryl Zarichak's Bear Stearns Experience February 1998 - October 2004
Job PeopleSoft HCM Application Architect
Industry Information Technology and Services
Experience
NJ Manufacturers Insurance October 2004 - Present
Bear Stearns February 1998 - October 2004
Automated Concepts Inc. 1995 - 1998
Baker & Taylor 1993 - 1995
Skills
Leadership, Business Analysis, Software Documentation, Project Planning, Software Development, Team Leadership, Business Intelligence, Project Portfolio..., PeopleSoft, Integration, SDLC, Management, Requirements Analysis, Visio, Analysis, Process Improvement
Education
Drew University 1989 — 1993
BA, Mathematics
NJ Manufacturers Insurance October 2004 - Present
Bear Stearns February 1998 - October 2004
Automated Concepts Inc. 1995 - 1998
Baker & Taylor 1993 - 1995
Skills
Leadership, Business Analysis, Software Documentation, Project Planning, Software Development, Team Leadership, Business Intelligence, Project Portfolio..., PeopleSoft, Integration, SDLC, Management, Requirements Analysis, Visio, Analysis, Process Improvement
Education
Drew University 1989 — 1993
BA, Mathematics
Antonio (Tony) Melo's Bear Stearns Experience 2000 - 2002
Job Market Access and Reimbursement
Industry Biotechnology
Experience
Biogen November 2004 - Present
Taglich Brothers 2002 - 2004
Bear Stearns 2000 - 2002
Reprogenesis 1997 - 1999
Medtronic July 1995 - September 1997
Skills
Business Intelligence, Product Launch, Business Analytics, Business Development, Cross-functional Team..., Data Analysis, Forecasting, Strategy, Financial Modeling, Pharmaceutical Industry, Biotechnology, Management, Business Planning, Process Improvement, Commercialization, Managed Care, Project Management, Lifesciences, Medical Devices, Life Sciences, Strategic Planning
Education
Duke University - The Fuqua School of Business 1999 — 2001
Master of Business Administration (MBA), Health Sector Management
Northeastern University 1991 — 1995
BS, Mechanical Engineering
Biogen November 2004 - Present
Taglich Brothers 2002 - 2004
Bear Stearns 2000 - 2002
Reprogenesis 1997 - 1999
Medtronic July 1995 - September 1997
Skills
Business Intelligence, Product Launch, Business Analytics, Business Development, Cross-functional Team..., Data Analysis, Forecasting, Strategy, Financial Modeling, Pharmaceutical Industry, Biotechnology, Management, Business Planning, Process Improvement, Commercialization, Managed Care, Project Management, Lifesciences, Medical Devices, Life Sciences, Strategic Planning
Education
Duke University - The Fuqua School of Business 1999 — 2001
Master of Business Administration (MBA), Health Sector Management
Northeastern University 1991 — 1995
BS, Mechanical Engineering
Rushabh Ajmera's Bear Stearns Experience July 2007 - March 2008
Job
Industry Financial Services
Experience
Barclays Investment Bank April 2010 - Present
JPMorgan Chase March 2008 - March 2010
Bear Stearns July 2007 - March 2008
Skills
SDLC, SQL, Data Modeling, Sybase, Data Warehousing, Requirements Analysis, Business Analysis, Market Data, Agile Methodologies, Requirements Gathering, Project Management, Project Planning, Project Status Reporting, Project Management Plan, Vendor Management, ETL, Software Development, Unix, Business Intelligence, Enterprise Architecture, Database Design, Business Requirements, Trading Systems, Strategy, Middle Office, SOA, Databases, Management, PL/SQL, Oracle, User Acceptance Testing, Prime Brokerage, Microsoft SQL Server, Analysis, Business Process, Software Project..., Financial Services, Solution Architecture, Visio, Electronic Trading, PMO, Integration, Financial Risk, Equity Derivatives, Credit Derivatives, Derivatives, Reference Data, Fixed Income
Education
Drexel University 2004 — 2006
Masters
University of Mumbai
Batchelors
Barclays Investment Bank April 2010 - Present
JPMorgan Chase March 2008 - March 2010
Bear Stearns July 2007 - March 2008
Skills
SDLC, SQL, Data Modeling, Sybase, Data Warehousing, Requirements Analysis, Business Analysis, Market Data, Agile Methodologies, Requirements Gathering, Project Management, Project Planning, Project Status Reporting, Project Management Plan, Vendor Management, ETL, Software Development, Unix, Business Intelligence, Enterprise Architecture, Database Design, Business Requirements, Trading Systems, Strategy, Middle Office, SOA, Databases, Management, PL/SQL, Oracle, User Acceptance Testing, Prime Brokerage, Microsoft SQL Server, Analysis, Business Process, Software Project..., Financial Services, Solution Architecture, Visio, Electronic Trading, PMO, Integration, Financial Risk, Equity Derivatives, Credit Derivatives, Derivatives, Reference Data, Fixed Income
Education
Drexel University 2004 — 2006
Masters
University of Mumbai
Batchelors
Igor Garber's Bear Stearns Experience April 2006 - May 2008
Job Technical Delivery Manager at Morgan Stanley
Industry Information Technology and Services
Experience
LoanLogics, Inc. June 2012 - July 2013
JPMorgan Chase April 2006 - June 2012
Bear Stearns April 2006 - May 2008
Merrill Lynch 2005 - 2006
Net2Phone 2001 - 2002
Info Technologies, Inc. January 2000 - September 2001
Outercurve Inc. 2000 - 2001
TSL Inc January 1998 - January 1999
ION Networks 1997 - 1999
ION Networks 1997 - 1999
Skills
Trading Systems, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Prime Brokerage, Middle Office, Equity Derivatives, Market Data, Securities, Options, Portfolio Management, Cross-functional Team..., Team Management, Project Management, Virtual Teams
Education
DeVry University 1995 — 1997
Associate of Arts and Sciences (AAS), IT
LoanLogics, Inc. June 2012 - July 2013
JPMorgan Chase April 2006 - June 2012
Bear Stearns April 2006 - May 2008
Merrill Lynch 2005 - 2006
Net2Phone 2001 - 2002
Info Technologies, Inc. January 2000 - September 2001
Outercurve Inc. 2000 - 2001
TSL Inc January 1998 - January 1999
ION Networks 1997 - 1999
ION Networks 1997 - 1999
Skills
Trading Systems, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Prime Brokerage, Middle Office, Equity Derivatives, Market Data, Securities, Options, Portfolio Management, Cross-functional Team..., Team Management, Project Management, Virtual Teams
Education
DeVry University 1995 — 1997
Associate of Arts and Sciences (AAS), IT
Paul Alex Thompson's Bear Stearns Experience May 2004 - September 2006
Job Program Manager at Intelsat
Industry Defense & Space
Experience
Intelsat June 2009 - Present
MITRE November 2006 - June 2009
Bear Stearns May 2004 - September 2006
Skills
RF, Systems Engineering, Program Management, Satellite Communications, Satellite Design, Antennas, Microwave Engineering, System Design, Satellite, Engineering Management, Wireless
Education
Penn State University 2002 — 2004
MBA, Finance
University of Southern California 1991 — 1994
Engineer, Electrical Engineering
University of Southern California 1987 — 1991
MS, Electrical Engineering
Drexel University 1982 — 1987
BS, Electrical Engineering
Abington High
Abington High
Intelsat June 2009 - Present
MITRE November 2006 - June 2009
Bear Stearns May 2004 - September 2006
Skills
RF, Systems Engineering, Program Management, Satellite Communications, Satellite Design, Antennas, Microwave Engineering, System Design, Satellite, Engineering Management, Wireless
Education
Penn State University 2002 — 2004
MBA, Finance
University of Southern California 1991 — 1994
Engineer, Electrical Engineering
University of Southern California 1987 — 1991
MS, Electrical Engineering
Drexel University 1982 — 1987
BS, Electrical Engineering
Abington High
Abington High
Gloria Radeff's Bear Stearns Experience July 2000 - May 2004
Job Chief Administrative Officer at LibreMax Capital, LLC
Industry Financial Services
Experience
LibreMax Capital, LLC June 2010 - Present
TMT Global Partners July 2009 - May 2010
Diamondback Capital November 2007 - July 2009
Pharo Management September 2006 - October 2007
Rhombus Capital Management May 2004 - September 2006
Bear Stearns July 2000 - May 2004
Lehman Brothers April 1999 - July 2000
ABN-Amro January 1997 - April 1999
Skills
Equity Research, Hedge Funds, Alternative Investments
Education
Duke University 1990 — 1994
Bachelor of Arts (BA)
Stuyvesant High School 1986 — 1990
LibreMax Capital, LLC June 2010 - Present
TMT Global Partners July 2009 - May 2010
Diamondback Capital November 2007 - July 2009
Pharo Management September 2006 - October 2007
Rhombus Capital Management May 2004 - September 2006
Bear Stearns July 2000 - May 2004
Lehman Brothers April 1999 - July 2000
ABN-Amro January 1997 - April 1999
Skills
Equity Research, Hedge Funds, Alternative Investments
Education
Duke University 1990 — 1994
Bachelor of Arts (BA)
Stuyvesant High School 1986 — 1990
Douglas Lowey's Bear Stearns Experience 1994 - 1998
Job CEO, Brownstone Investment Group, LLC
Industry Financial Services
Experience
Brownstone Investment Group January 1997 - Present
Brownstone Asset Management, LP June 2004 - November 2010
Bear Stearns 1994 - 1998
Mabon Securities Corp. 1988 - 1994
Education
Duke University 1984 — 1988
Brownstone Investment Group January 1997 - Present
Brownstone Asset Management, LP June 2004 - November 2010
Bear Stearns 1994 - 1998
Mabon Securities Corp. 1988 - 1994
Education
Duke University 1984 — 1988
Gene Scornaienchi's Bear Stearns Experience October 1999 - March 2008
Job Vice President
Industry Financial Services
Experience
Looking for new challenges.... Vice PresidentJ.P. MorganMarch 2008 - May 2015
Bear Stearns October 1999 - March 2008
Skills
IT Project..., Trading Systems, Electronic Trading, Equities, Options, Low Latency, Trading, FIX, Fixed Income, Equity Trading, Exchange Connectivity, Order Management, Derivatives, Market Data, Business Analysis, Project Portfolio..., Release Management, Prime Brokerage, Equity Derivatives, Hedge Funds, Disaster Recovery, SDLC, Financial Markets, Sybase, Financial Services, Client Service, Process Improvement
Education
Elmhurst College 1982 — 1986
Looking for new challenges.... Vice PresidentJ.P. MorganMarch 2008 - May 2015
Bear Stearns October 1999 - March 2008
Skills
IT Project..., Trading Systems, Electronic Trading, Equities, Options, Low Latency, Trading, FIX, Fixed Income, Equity Trading, Exchange Connectivity, Order Management, Derivatives, Market Data, Business Analysis, Project Portfolio..., Release Management, Prime Brokerage, Equity Derivatives, Hedge Funds, Disaster Recovery, SDLC, Financial Markets, Sybase, Financial Services, Client Service, Process Improvement
Education
Elmhurst College 1982 — 1986
Cathy Hasenzahl's Bear Stearns Experience March 2004 - June 2008
Job Attorney
Industry Legal Services
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns March 2004 - June 2008
Education
Duke University School of Law 1998 — 2001
New York University
JPMorgan Chase June 2008 - Present
Bear Stearns March 2004 - June 2008
Education
Duke University School of Law 1998 — 2001
New York University
Peter Reneo's Bear Stearns Experience November 1998 - June 2009
Job Compliance Officer at Halen Capital Management Inc.
Industry Financial Services
Experience
Halen Capital Management Inc. April 2015 - Present
Newport Coast Securities January 2015 - Present
Tejas Securities Group, Inc. April 2012 - September 2014
Maxim Group LLC April 2011 - January 2012
Jesup & Lamont Inc. January 2009 - June 2010
Bear Stearns November 1998 - June 2009
Strike Technologies ECN, LLC November 1998 - April 2000
Nasdaq Stock Market March 1987 - November 1998
Skills
Equity Trading, Equities, Capital Markets, Trading, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Securities, Equity Research, Investment Banking, Bloomberg, Financial Markets, Options, Alternative Investments, Fixed Income, Investments, Structured Products, Prime Brokerage, FINRA, Asset Management, Program Trading, Series 24, Derivatives, Market Making, Series 63, ETFs, Equity Derivatives, Bonds
Education
DeVry University 1980 — 1982
Associates, Electronic Technology
Halen Capital Management Inc. April 2015 - Present
Newport Coast Securities January 2015 - Present
Tejas Securities Group, Inc. April 2012 - September 2014
Maxim Group LLC April 2011 - January 2012
Jesup & Lamont Inc. January 2009 - June 2010
Bear Stearns November 1998 - June 2009
Strike Technologies ECN, LLC November 1998 - April 2000
Nasdaq Stock Market March 1987 - November 1998
Skills
Equity Trading, Equities, Capital Markets, Trading, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Securities, Equity Research, Investment Banking, Bloomberg, Financial Markets, Options, Alternative Investments, Fixed Income, Investments, Structured Products, Prime Brokerage, FINRA, Asset Management, Program Trading, Series 24, Derivatives, Market Making, Series 63, ETFs, Equity Derivatives, Bonds
Education
DeVry University 1980 — 1982
Associates, Electronic Technology
Dawn Caccavalla's Bear Stearns Experience January 2000 - October 2002
Job Director of Interactive Services at OUTFRONT Media
Industry Online Media
Experience
OUTFRONT Media September 2015 - Present
OUTFRONT Media Inc. (formerly CBS Outdoor) November 2014 - Present
CBS Outdoor March 2014 - November 2014
605 Communications December 2012 - March 2014
Pfizer February 2011 - December 2012
Canon USA May 2006 - August 2010
SendTraffic, Inc. 2003 - 2006
TIAA-CREF April 2002 - March 2003
Bear Stearns January 2000 - October 2002
Skills
Web Analytics, User Experience, Digital Marketing, Email Marketing, Digital Strategy, Online Advertising, Interactive Creative..., SEO, Digital Media, SEM, Social Media, Creative Direction, Strategic Planning, Corporate Branding, Mobile Marketing, Direct Marketing, Business Strategy, Google Analytics, Strategy, Marketing Strategy, Leadership, Product Marketing, E-commerce, Analytics, Brand Management, Brand Development, Lead Generation, Competitive Analysis, PPC, Strategic Partnerships, Google Adwords
Education
Dowling College 1991 — 1993
BA, Visual Arts / Education
Farmingdale State College 1988 — 1990
AAS, Advertising Art and Design
OUTFRONT Media September 2015 - Present
OUTFRONT Media Inc. (formerly CBS Outdoor) November 2014 - Present
CBS Outdoor March 2014 - November 2014
605 Communications December 2012 - March 2014
Pfizer February 2011 - December 2012
Canon USA May 2006 - August 2010
SendTraffic, Inc. 2003 - 2006
TIAA-CREF April 2002 - March 2003
Bear Stearns January 2000 - October 2002
Skills
Web Analytics, User Experience, Digital Marketing, Email Marketing, Digital Strategy, Online Advertising, Interactive Creative..., SEO, Digital Media, SEM, Social Media, Creative Direction, Strategic Planning, Corporate Branding, Mobile Marketing, Direct Marketing, Business Strategy, Google Analytics, Strategy, Marketing Strategy, Leadership, Product Marketing, E-commerce, Analytics, Brand Management, Brand Development, Lead Generation, Competitive Analysis, PPC, Strategic Partnerships, Google Adwords
Education
Dowling College 1991 — 1993
BA, Visual Arts / Education
Farmingdale State College 1988 — 1990
AAS, Advertising Art and Design
Gabriel Hakvaag's Bear Stearns Experience 1996 - 2006
Job Manager North America Delivery M&A at IntraLinks
Industry Internet
Experience
IntraLinks December 2011 - Present
Intralinks June 2009 - January 2011
Intralinks June 2006 - June 2009
Bear Stearns Investment Bank 1997 - 2006
Bear Stearns 1996 - 2006
Todo con Nada 2003 - 2004
Todo con Nada 2003 - 2004
Todo con Nada 2003 - 2004
Todo con Nada 2003 - 2004
Todo con Nada 2003 - 2004
Skills
SaaS, CRM, Product Management, Enterprise Software, Vendor Management, Business Development, Salesforce.com, Business Analysis, Account Management, Management, E-commerce, Cloud Computing, Project Management
Education
Emerson College 1989 — 1994
Master of Fine Arts, Creative Writing
Messiah College 1983 — 1986
Bachelor of Arts, Radio, Television and Film Production
IntraLinks December 2011 - Present
Intralinks June 2009 - January 2011
Intralinks June 2006 - June 2009
Bear Stearns Investment Bank 1997 - 2006
Bear Stearns 1996 - 2006
Todo con Nada 2003 - 2004
Todo con Nada 2003 - 2004
Todo con Nada 2003 - 2004
Todo con Nada 2003 - 2004
Todo con Nada 2003 - 2004
Skills
SaaS, CRM, Product Management, Enterprise Software, Vendor Management, Business Development, Salesforce.com, Business Analysis, Account Management, Management, E-commerce, Cloud Computing, Project Management
Education
Emerson College 1989 — 1994
Master of Fine Arts, Creative Writing
Messiah College 1983 — 1986
Bachelor of Arts, Radio, Television and Film Production
Rob Schrepfer's Bear Stearns Experience May 2003 - November 2008
Job V.P. Business Development and Contract Manufacturing at ANI Pharmaceuticals, Inc.
Industry Pharmaceuticals
Experience
ANI Pharmaceuticals, Inc. August 2013 - Present
National Healthcare Analysis Group December 2011 - March 2015
ANI Pharmaceuticals, Inc. May 2010 - July 2013
Healthcare Value Capital LLC December 2008 - July 2013
Bear Stearns May 2003 - November 2008
The Center for Aquatic Rehab January 1997 - May 2001
Skills
Economics, Portfolio Management, New Business Development, Board of Directors, Corporate Finance, Strategic Partnerships, Structured Finance, Alternative Investments, Business Development, Business Strategy, Competitive Analysis, Entrepreneurship, Equities, Financial Modeling, Fixed Income, Asset Management, Healthcare, Hedge Funds, Investments, Private Equity, Strategy, Valuation, Start-ups, Venture Capital, Analysis, Executive Management, Investor Relations, Corporate Development, Equity Research
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Health Sector Finance
University of Indianapolis 1994 — 1996
MS, Physical Therapy
The University of Kansas 1989 — 1993
BS, English
James B Conant High School 1985 — 1989
ANI Pharmaceuticals, Inc. August 2013 - Present
National Healthcare Analysis Group December 2011 - March 2015
ANI Pharmaceuticals, Inc. May 2010 - July 2013
Healthcare Value Capital LLC December 2008 - July 2013
Bear Stearns May 2003 - November 2008
The Center for Aquatic Rehab January 1997 - May 2001
Skills
Economics, Portfolio Management, New Business Development, Board of Directors, Corporate Finance, Strategic Partnerships, Structured Finance, Alternative Investments, Business Development, Business Strategy, Competitive Analysis, Entrepreneurship, Equities, Financial Modeling, Fixed Income, Asset Management, Healthcare, Hedge Funds, Investments, Private Equity, Strategy, Valuation, Start-ups, Venture Capital, Analysis, Executive Management, Investor Relations, Corporate Development, Equity Research
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Health Sector Finance
University of Indianapolis 1994 — 1996
MS, Physical Therapy
The University of Kansas 1989 — 1993
BS, English
James B Conant High School 1985 — 1989
John Wiseman's Bear Stearns Experience January 2002 - May 2004
Job SVP, Director at FactSet
Industry Financial Services
Experience
FactSet June 2004 - Present
Bear Stearns January 2002 - May 2004
Instinet Corporation July 1993 - August 2002
Skills
Portfolio Management, Trading Systems, Mergers, Hedge Funds, Fixed Income, Financial Services, Financial Markets, Equities, Derivatives, Capital Markets, Business Strategy, Asset Managment, Asset Management, Market Data
Education
The University of Edinburgh 1990 — 1991
MBA, Finance & Marketing
Duke University 1986 — 1990
Bachelor of Arts (B.A.), African Studies
University of Botswana 1989 — 1989
African Politics
University of Zimbabwe 1989 — 1989
African Politics
FactSet June 2004 - Present
Bear Stearns January 2002 - May 2004
Instinet Corporation July 1993 - August 2002
Skills
Portfolio Management, Trading Systems, Mergers, Hedge Funds, Fixed Income, Financial Services, Financial Markets, Equities, Derivatives, Capital Markets, Business Strategy, Asset Managment, Asset Management, Market Data
Education
The University of Edinburgh 1990 — 1991
MBA, Finance & Marketing
Duke University 1986 — 1990
Bachelor of Arts (B.A.), African Studies
University of Botswana 1989 — 1989
African Politics
University of Zimbabwe 1989 — 1989
African Politics
Nick Parras's Bear Stearns Experience 2000 - 2008
Job FX Broker
Industry Financial Services
Experience
Trader January 2013 - Present
J.P. Morgan 2008 - January 2013
Bear Stearns 2000 - 2008
Education
DePaul University 1993 — 1996
Trader January 2013 - Present
J.P. Morgan 2008 - January 2013
Bear Stearns 2000 - 2008
Education
DePaul University 1993 — 1996
David Russ's Bear Stearns Experience August 2000 - November 2007
Job Managing Director at Formation Capital
Industry Venture Capital & Private Equity
Experience
Formation Capital March 2010 - Present
RBC Capital Markets January 2008 - December 2009
Bear Stearns August 2000 - November 2007
Skills
Valuation, Private Equity, Due Diligence, Financial Modeling, Investment Banking, Capital Markets, Mergers & Acquisitions, Investments, Asset Management, Financial Structuring, Financial Analysis, Venture Capital, Portfolio Management, Structured Finance, Corporate Finance, Alternative Investments, Acquisitions, Hedge Funds, Real Estate Economics, Equities
Education
Duke University - The Fuqua School of Business 1998 — 2000
Master of Business Administration (MBA)
Vanderbilt University 1990 — 1994
Bachelor of Arts (BA)
Formation Capital March 2010 - Present
RBC Capital Markets January 2008 - December 2009
Bear Stearns August 2000 - November 2007
Skills
Valuation, Private Equity, Due Diligence, Financial Modeling, Investment Banking, Capital Markets, Mergers & Acquisitions, Investments, Asset Management, Financial Structuring, Financial Analysis, Venture Capital, Portfolio Management, Structured Finance, Corporate Finance, Alternative Investments, Acquisitions, Hedge Funds, Real Estate Economics, Equities
Education
Duke University - The Fuqua School of Business 1998 — 2000
Master of Business Administration (MBA)
Vanderbilt University 1990 — 1994
Bachelor of Arts (BA)
Elizabeth Wedelstaedt's Bear Stearns Experience 1986 - 1993
Job Senior Vice President, Institutional Equity Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities November 2013 - Present
Morgan Stanley 2008 - 2012
Prudential Equity Group 2006 - 2007
Wells Fargo Securities 2005 - 2005
Deutsche Bank 2000 - 2004
PaineWebber 1993 - 2000
Bear Stearns 1986 - 1993
Morgan Stanley 1981 - 1986
Skills
Investments, Equities, Equity Capital Markets, Institutional Investors, Investor Relations, Institutional Sales, Maintaining Strong..., Mutual Funds, Banks, Hedge Funds, Client Relations Skills, Branch Management, Mentoring, Marketing, Compliance Oversight, Institutional..., Asset Management, Leadership, Capital Markets, Financial Markets, Alternative Investments, series 63, Series 7, series 9, series 10, Equity Trading, Fixed Income, Securities, Bloomberg
Education
DePaul University
Bachelor of Science (B.S.), Finance
Wedbush Securities November 2013 - Present
Morgan Stanley 2008 - 2012
Prudential Equity Group 2006 - 2007
Wells Fargo Securities 2005 - 2005
Deutsche Bank 2000 - 2004
PaineWebber 1993 - 2000
Bear Stearns 1986 - 1993
Morgan Stanley 1981 - 1986
Skills
Investments, Equities, Equity Capital Markets, Institutional Investors, Investor Relations, Institutional Sales, Maintaining Strong..., Mutual Funds, Banks, Hedge Funds, Client Relations Skills, Branch Management, Mentoring, Marketing, Compliance Oversight, Institutional..., Asset Management, Leadership, Capital Markets, Financial Markets, Alternative Investments, series 63, Series 7, series 9, series 10, Equity Trading, Fixed Income, Securities, Bloomberg
Education
DePaul University
Bachelor of Science (B.S.), Finance
Thomas Finke's Bear Stearns Experience June 1994 - March 1997
Job Chairman and CEO Babson Capital Management, LLC
Industry Investment Management
Experience
Babson Capital Management LLC December 2008 - Present
MassMutual December 2008 - May 2011
Babson Capital Management LLC August 2007 - December 2008
Babson Capital Management June 2002 - December 2008
First Union Institutional Debt Management, Inc. September 1998 - June 2002
Bear Stearns June 1994 - March 1997
Mellon Bank July 1991 - June 1994
Westpac February 1988 - July 1989
First Union National Bank June 1986 - February 1988
Skills
Investment Management, Capital Markets, High Yield, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Asset Managment, Investment Advisory, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Private Equity, Structured Finance, Bonds, Securities
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
BS, Commerce
Babson Capital Management LLC December 2008 - Present
MassMutual December 2008 - May 2011
Babson Capital Management LLC August 2007 - December 2008
Babson Capital Management June 2002 - December 2008
First Union Institutional Debt Management, Inc. September 1998 - June 2002
Bear Stearns June 1994 - March 1997
Mellon Bank July 1991 - June 1994
Westpac February 1988 - July 1989
First Union National Bank June 1986 - February 1988
Skills
Investment Management, Capital Markets, High Yield, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Asset Managment, Investment Advisory, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Private Equity, Structured Finance, Bonds, Securities
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
BS, Commerce
Rob Zielke's Bear Stearns Experience December 1996 - April 2004
Job Options Trader at System2 Trading LLC
Industry Capital Markets
Experience
System2 Trading LLC October 2010 - Present
FINELINE TRADING GROUP March 2008 - January 2010
WORLDWIDE PAYMENT SERVICES, LLC 2005 - 2009
USA TRADING/LEAGUE CORPORATION September 2005 - November 2007
WILLIAM BLAIR & CO., LLC April 2004 - April 2005
Bear Stearns December 1996 - April 2004
Morgan Stanley January 1993 - January 1996
Education
DePaul University 2010 — 2012
Masters, Computer Science
University of Kentucky
Bachelor of Science, Economics
System2 Trading LLC October 2010 - Present
FINELINE TRADING GROUP March 2008 - January 2010
WORLDWIDE PAYMENT SERVICES, LLC 2005 - 2009
USA TRADING/LEAGUE CORPORATION September 2005 - November 2007
WILLIAM BLAIR & CO., LLC April 2004 - April 2005
Bear Stearns December 1996 - April 2004
Morgan Stanley January 1993 - January 1996
Education
DePaul University 2010 — 2012
Masters, Computer Science
University of Kentucky
Bachelor of Science, Economics
David C. Luther's Bear Stearns Experience July 2002 - July 2004
Job Macro Trading and Execution at Moore Capital Management
Industry Investment Management
Experience
Moore Capital Management July 2004 - Present
Bear Stearns July 2002 - July 2004
Fiserv September 1998 - April 2001
Skills
Hedge Funds, Prime Brokerage, Equities, Trading, Electronic Trading, Fixed Income Portfolio..., Tax-exempt, Municipal Bonds, Risk Assessment, Bloomberg, Derivatives, Fixed Income, Investments, Securities
Education
Drexel University - College of Business and Administration 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Bowie
Eleanor Roosevelt
Moore Capital Management July 2004 - Present
Bear Stearns July 2002 - July 2004
Fiserv September 1998 - April 2001
Skills
Hedge Funds, Prime Brokerage, Equities, Trading, Electronic Trading, Fixed Income Portfolio..., Tax-exempt, Municipal Bonds, Risk Assessment, Bloomberg, Derivatives, Fixed Income, Investments, Securities
Education
Drexel University - College of Business and Administration 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Bowie
Eleanor Roosevelt
Otto Sgro Ph.D.'s Bear Stearns Experience April 2007 - December 2007
Job Director, Performance Testing
Industry Publishing
Experience
John Wiley and Sons September 2012 - Present
Citigroup May 2008 - September 2012
Bear Stearns April 2007 - December 2007
Credit Suisse January 2005 - March 2007
United Health Group August 2003 - December 2004
AT&T Bell Labs December 1984 - July 2003
Skills
SDLC, Testing, Quality Assurance, Requirements Analysis, Test Automation
Education
Drexel University
M.S., Engineering
University of Delaware
Bachelor, Engineering
University of Pennsylvania
Ph.D., Engineering
John Wiley and Sons September 2012 - Present
Citigroup May 2008 - September 2012
Bear Stearns April 2007 - December 2007
Credit Suisse January 2005 - March 2007
United Health Group August 2003 - December 2004
AT&T Bell Labs December 1984 - July 2003
Skills
SDLC, Testing, Quality Assurance, Requirements Analysis, Test Automation
Education
Drexel University
M.S., Engineering
University of Delaware
Bachelor, Engineering
University of Pennsylvania
Ph.D., Engineering
Andy Kwon's Bear Stearns Experience June 1999 - May 2001
Job Garrison Investment Group
Industry Investment Management
Experience
Garrison Investment Group May 2007 - Present
Urban Residential LLC May 2001 - May 2007
Bear Stearns June 1999 - May 2001
Hatfield Philips June 1998 - June 1999
Education
Duke University 1994 — 1998
Garrison Investment Group May 2007 - Present
Urban Residential LLC May 2001 - May 2007
Bear Stearns June 1999 - May 2001
Hatfield Philips June 1998 - June 1999
Education
Duke University 1994 — 1998
Pete Mandell's Bear Stearns Experience February 2006 - June 2008
Job Director of Budgeting at Saint Peter's University
Industry Financial Services
Experience
Saint Peter's University December 2013 - Present
Avaya Communications April 2009 - December 2013
JP Morgan Chase June 2008 - April 2009
Bear Stearns February 2006 - June 2008
Cendant August 1998 - February 2006
AT&T Credit Corporation 1996 - 1998
Prudential Financial 1994 - 1996
Skills
Financial Modeling, Business Analysis, Forecasting, Vendor Management, Process Improvement, Analysis, Project Management, Managerial Finance, Metrics, Divestitures, Financial Statements, Budgets, Finance, Project Planning, Insurance, Business Planning, Project Portfolio..., Financial Analysis, Mergers & Acquisitions
Education
University of Phoenix 2002 — 2004
MBA, Business Administration, Management and Operations
Dickinson College 1985 — 1989
BA, Economics
SHS
SHS
SHS
Simsbury High School
Saint Peter's University December 2013 - Present
Avaya Communications April 2009 - December 2013
JP Morgan Chase June 2008 - April 2009
Bear Stearns February 2006 - June 2008
Cendant August 1998 - February 2006
AT&T Credit Corporation 1996 - 1998
Prudential Financial 1994 - 1996
Skills
Financial Modeling, Business Analysis, Forecasting, Vendor Management, Process Improvement, Analysis, Project Management, Managerial Finance, Metrics, Divestitures, Financial Statements, Budgets, Finance, Project Planning, Insurance, Business Planning, Project Portfolio..., Financial Analysis, Mergers & Acquisitions
Education
University of Phoenix 2002 — 2004
MBA, Business Administration, Management and Operations
Dickinson College 1985 — 1989
BA, Economics
SHS
SHS
SHS
Simsbury High School
Alyce Andres-Frantz's Bear Stearns Experience 1993 - August 1997
Job Chicago Bureau Chief at Market News International
Industry Writing and Editing
Experience
Market News International August 1997 - Present
Bear Stearns 1993 - August 1997
Skills
CDS, Derivatives, Trading, Fixed Income, Options, Bonds, Investments, Financial Markets, Economic Data Analysis, Business Activity in..., US Swaps
Education
DePaul University 1990 — 1993
Master's degree, Finance
Purdue University 1986 — 1990
Bachelor of Science, Finance
Mariain Catholic
Market News International August 1997 - Present
Bear Stearns 1993 - August 1997
Skills
CDS, Derivatives, Trading, Fixed Income, Options, Bonds, Investments, Financial Markets, Economic Data Analysis, Business Activity in..., US Swaps
Education
DePaul University 1990 — 1993
Master's degree, Finance
Purdue University 1986 — 1990
Bachelor of Science, Finance
Mariain Catholic
Karan Sikka's Bear Stearns Experience July 2007 - June 2008
Job Business Analyst
Industry Investment Banking
Experience
Credit Suisse July 2008 - Present
Bear Stearns July 2007 - June 2008
Thomson Financial May 2006 - September 2006
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Valuation, Portfolio Management, Trading Systems, Capital Markets, Financial Modeling, FX Options, Asset Management, Financial Analysis
Education
Pace University 2005 — 2007
Dowling College
Credit Suisse July 2008 - Present
Bear Stearns July 2007 - June 2008
Thomson Financial May 2006 - September 2006
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Valuation, Portfolio Management, Trading Systems, Capital Markets, Financial Modeling, FX Options, Asset Management, Financial Analysis
Education
Pace University 2005 — 2007
Dowling College
Prateek Bhatt's Bear Stearns Experience 2003 - 2005
Job Assistant Vice President at Voya Investment Management
Industry Information Technology and Services
Experience
Voya Investment Management - Formerly ING Investment Management May 2014 - Present
ING Investment Management Americas September 2010 - April 2014
ING Investment Management 2006 - September 2010
Fulcrum Logic October 2005 - September 2010
Satyam June 2001 - October 2005
Bear Stearns 2003 - 2005
Satyam Computers Services Ltd 2001 - 2005
Skills
Data Warehousing, Program Management, Equities, SQL, Fixed Income
Education
Devi Ahilya Vishwavidyalaya 1995 — 2001
Master of Computer Applications (MCA)
Voya Investment Management - Formerly ING Investment Management May 2014 - Present
ING Investment Management Americas September 2010 - April 2014
ING Investment Management 2006 - September 2010
Fulcrum Logic October 2005 - September 2010
Satyam June 2001 - October 2005
Bear Stearns 2003 - 2005
Satyam Computers Services Ltd 2001 - 2005
Skills
Data Warehousing, Program Management, Equities, SQL, Fixed Income
Education
Devi Ahilya Vishwavidyalaya 1995 — 2001
Master of Computer Applications (MCA)
Gary Bottje's Bear Stearns Experience October 1997 - March 2008
Job Technology Management
Industry Information Technology and Services
Experience
The First Church of Christ, Scientist May 2015 - Present
Harmony at Home Foundation August 2013 - March 2015
JPMorgan Chase 2008 - June 2012
Bear Stearns October 1997 - March 2008
Bear Stearns September 1994 - October 1997
Bear Stearns January 1992 - September 1994
Bear Stearns February 1989 - January 1992
Board of Trade Clearing Corp August 1987 - February 1989
Retail Decorating Center June 1978 - December 1984
Community Consolidated School District 102 1976 - 1978
Skills
Project Management, Technical Support, Change Management, Equities, Program Management, Strategic Planning, Education, Order Management, Disaster Recovery, Management, Security, Troubleshooting, Process Improvement, Investment Banking, SDLC, Analysis, Operating Systems, Budgets, Information Technology, Access, Testing, Risk Management, IT Strategy, Requirements Analysis, Business Analysis, Governance, IT Management, ITIL, System Administration, Visio, Software Documentation, Infrastructure, Integration, PMO, Project Portfolio..., Trading Systems
Education
DePaul University 1986 — 1986
Certificate, Computer Career Program
Northern Illinois University 1971 — 1976
Bachelor of Science (BS), Education
The First Church of Christ, Scientist May 2015 - Present
Harmony at Home Foundation August 2013 - March 2015
JPMorgan Chase 2008 - June 2012
Bear Stearns October 1997 - March 2008
Bear Stearns September 1994 - October 1997
Bear Stearns January 1992 - September 1994
Bear Stearns February 1989 - January 1992
Board of Trade Clearing Corp August 1987 - February 1989
Retail Decorating Center June 1978 - December 1984
Community Consolidated School District 102 1976 - 1978
Skills
Project Management, Technical Support, Change Management, Equities, Program Management, Strategic Planning, Education, Order Management, Disaster Recovery, Management, Security, Troubleshooting, Process Improvement, Investment Banking, SDLC, Analysis, Operating Systems, Budgets, Information Technology, Access, Testing, Risk Management, IT Strategy, Requirements Analysis, Business Analysis, Governance, IT Management, ITIL, System Administration, Visio, Software Documentation, Infrastructure, Integration, PMO, Project Portfolio..., Trading Systems
Education
DePaul University 1986 — 1986
Certificate, Computer Career Program
Northern Illinois University 1971 — 1976
Bachelor of Science (BS), Education
Lea (Lea deMenocal) Russell's Bear Stearns Experience April 2006 - April 2007
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
J.P. Morgan April 2008 - February 2013
Bear Stearns Asset Management April 2007 - April 2008
Bear Stearns April 2006 - April 2007
Skills
Asset Management, Fixed Income, Series 7
Education
Drew University 2001 — 2005
B.A, Economics, Business Management, and Sociology
J.P. Morgan February 2013 - Present
J.P. Morgan April 2008 - February 2013
Bear Stearns Asset Management April 2007 - April 2008
Bear Stearns April 2006 - April 2007
Skills
Asset Management, Fixed Income, Series 7
Education
Drew University 2001 — 2005
B.A, Economics, Business Management, and Sociology
Robert Duddy's Bear Stearns Experience 1987 - 2003
Job VP Options Brokers VIX Operation at Garwood Securities
Industry Capital Markets
Experience
Garwood Securities November 2011 - Present
Citadel Investment Group 2004 - 2011
Bear Stearns 1987 - 2003
Education
Elgin Community College 1973 — 1975
Garwood Securities November 2011 - Present
Citadel Investment Group 2004 - 2011
Bear Stearns 1987 - 2003
Education
Elgin Community College 1973 — 1975
Tracy Campbell's Bear Stearns Experience August 1999 - September 2008
Job Director at Rothschild
Industry Investment Banking
Experience
Rothschild August 2011 - Present
Bear Stearns August 1999 - September 2008
Education
Wharton Business School 1997 — 1999
MBA, Finance and Accounting
Duke University 1990 — 1994
BA, Economics
Rothschild August 2011 - Present
Bear Stearns August 1999 - September 2008
Education
Wharton Business School 1997 — 1999
MBA, Finance and Accounting
Duke University 1990 — 1994
BA, Economics
Alan Abramson's Bear Stearns Experience January 1986 - August 1987
Job Former Fellow Duke University
Industry Financial Services
Experience
g-bit - green business informatics tool June 2015 - Present
CRT Capital Group May 2011 - October 2013
Nicholas Institute for Environmental Policy solutions June 2009 - May 2011
RBS Greenwich Capital Markets September 1987 - April 2008
Bear Stearns January 1986 - August 1987
Salomon Brothers January 1985 - January 1986
Bankers Trust 1980 - 1985
Skills
Bonds, Financial Markets, Sustainability, Environmental, Capital Markets, Environmental Awareness, Environmental Policy, Equities, Finance, Financial Services, Fixed Income, Environmental Issues, Derivatives, Hedge Funds, Management, Securities, Series 7, Trading, Investment Banking
Education
Duke University 2007 — 2009
DEL-MEM, Environmental Management
Duke University 1976 — 1980
Bachelor's degree, Political Science
g-bit - green business informatics tool June 2015 - Present
CRT Capital Group May 2011 - October 2013
Nicholas Institute for Environmental Policy solutions June 2009 - May 2011
RBS Greenwich Capital Markets September 1987 - April 2008
Bear Stearns January 1986 - August 1987
Salomon Brothers January 1985 - January 1986
Bankers Trust 1980 - 1985
Skills
Bonds, Financial Markets, Sustainability, Environmental, Capital Markets, Environmental Awareness, Environmental Policy, Equities, Finance, Financial Services, Fixed Income, Environmental Issues, Derivatives, Hedge Funds, Management, Securities, Series 7, Trading, Investment Banking
Education
Duke University 2007 — 2009
DEL-MEM, Environmental Management
Duke University 1976 — 1980
Bachelor's degree, Political Science
Eliza Kaiser's Bear Stearns Experience July 2006 - June 2008
Job Special Counsel at Kramer Levin Naftalis & Frankel LLP
Industry Law Practice
Experience
Kramer Levin Naftalis & Frankel LLP May 2014 - Present
Kramer Levin Naftalis & Frankel LLP June 2008 - May 2014
Bear Stearns July 2006 - June 2008
O'Melveny & Myers LLP September 2003 - June 2006
Education
University of Pennsylvania Law School 2000 — 2003
J.D., Law
Duke University 1995 — 1998
B.A., Political Science
Pittsford Mendon High School 1991 — 1995
Kramer Levin Naftalis & Frankel LLP May 2014 - Present
Kramer Levin Naftalis & Frankel LLP June 2008 - May 2014
Bear Stearns July 2006 - June 2008
O'Melveny & Myers LLP September 2003 - June 2006
Education
University of Pennsylvania Law School 2000 — 2003
J.D., Law
Duke University 1995 — 1998
B.A., Political Science
Pittsford Mendon High School 1991 — 1995
Paul Shaum's Bear Stearns Experience 1990 - 1993
Job Principal, Commercial Real Estate and Investment Management LLC
Industry Financial Services
Experience
First New Amsterdam Corp. LLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Sycamore Capital, LP 2009 - 2009
GE Capital Markets 2007 - 2008
Soros Fund Management - EAC Management 2002 - 2007
SG Cowen Securities 1996 - 2001
NationsBank Capital Markets 1993 - 1996
Bear Stearns 1990 - 1993
Salomon Brothers, Inc January 1988 - January 1990
Bankers Trust Company January 1973 - January 1988
Education
Vanderbilt University - Owen Graduate School of Management 1971 — 1973
MBA, Finance
Eckerd College 1967 — 1971
BA, Economics
First New Amsterdam Corp. LLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Sycamore Capital, LP 2009 - 2009
GE Capital Markets 2007 - 2008
Soros Fund Management - EAC Management 2002 - 2007
SG Cowen Securities 1996 - 2001
NationsBank Capital Markets 1993 - 1996
Bear Stearns 1990 - 1993
Salomon Brothers, Inc January 1988 - January 1990
Bankers Trust Company January 1973 - January 1988
Education
Vanderbilt University - Owen Graduate School of Management 1971 — 1973
MBA, Finance
Eckerd College 1967 — 1971
BA, Economics
Donna Olenick's Bear Stearns Experience January 1989 - January 2003
Job Compliance Analyst at Intuit
Industry Information Technology and Services
Experience
Intuit May 2014 - Present
Intuit August 2011 - May 2014
Intuit August 2010 - January 2011
Still Mountain Acupuncture Inc. June 2008 - May 2010
Bear Stearns January 1989 - January 2003
Skills
XML, Tax, SQL, SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Business Intelligence, Software Project..., Microsoft SQL Server, Oracle, Java
Education
Pacific College of Oriental Medicine 2003 — 2007
Master's of Science, Traditional Oriental Medicine, GPA 4.0
East Stroudsburg University of Pennsylvania 1984 — 1986
Bachelor's of Science, Computer Science
Intuit May 2014 - Present
Intuit August 2011 - May 2014
Intuit August 2010 - January 2011
Still Mountain Acupuncture Inc. June 2008 - May 2010
Bear Stearns January 1989 - January 2003
Skills
XML, Tax, SQL, SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Business Intelligence, Software Project..., Microsoft SQL Server, Oracle, Java
Education
Pacific College of Oriental Medicine 2003 — 2007
Master's of Science, Traditional Oriental Medicine, GPA 4.0
East Stroudsburg University of Pennsylvania 1984 — 1986
Bachelor's of Science, Computer Science
Leon Bailey's Bear Stearns Experience August 2005 - October 2005
Job Web Developer at University of California, San Francisco
Industry Information Technology and Services
Experience
UCSF May 2015 - Present
LifeLine Educational Services, LLC June 2014 - Present
United States District Court September 2009 - May 2015
Macrovision February 2007 - September 2009
ShopText October 2005 - February 2007
Bear Stearns August 2005 - October 2005
Alexander Interactive March 2005 - May 2005
RiskMetrics Group September 2004 - February 2005
iGATE Global Solutions June 2000 - August 2004
Source W January 1999 - June 2000
Skills
Node.js, Amazon EC2, Amazon Web Services..., Java Enterprise Edition, Project Management, SQL, XML, Java, JavaScript, CSS, Software Development, SharePoint, Bootstrap, WordPress, Linux, Microsoft SQL Server, Web Development, MySQL, Mobile Applications, Quality Assurance, Agile Methodologies, Heroku, Dreamweaver, Technical Support, Systems Analysis, Information Systems..., Drupal, Visio, Joomla, Informix, IIS, MS Project, RedHat, Tomcat 5, PHP4/5, phpMyAdmin, XAMPP, Requirements Gathering, Technical Writing, VMware, DBVisualizer, JDBC, Eclipse, Putty, Analysis, GIMP, Python, Integration, PHP
Education
Duquesne University 1995 — 1999
Bachelor's degree, Computer Science
University of Phoenix 2003 — 2005
MBA, Marketing
UCSF May 2015 - Present
LifeLine Educational Services, LLC June 2014 - Present
United States District Court September 2009 - May 2015
Macrovision February 2007 - September 2009
ShopText October 2005 - February 2007
Bear Stearns August 2005 - October 2005
Alexander Interactive March 2005 - May 2005
RiskMetrics Group September 2004 - February 2005
iGATE Global Solutions June 2000 - August 2004
Source W January 1999 - June 2000
Skills
Node.js, Amazon EC2, Amazon Web Services..., Java Enterprise Edition, Project Management, SQL, XML, Java, JavaScript, CSS, Software Development, SharePoint, Bootstrap, WordPress, Linux, Microsoft SQL Server, Web Development, MySQL, Mobile Applications, Quality Assurance, Agile Methodologies, Heroku, Dreamweaver, Technical Support, Systems Analysis, Information Systems..., Drupal, Visio, Joomla, Informix, IIS, MS Project, RedHat, Tomcat 5, PHP4/5, phpMyAdmin, XAMPP, Requirements Gathering, Technical Writing, VMware, DBVisualizer, JDBC, Eclipse, Putty, Analysis, GIMP, Python, Integration, PHP
Education
Duquesne University 1995 — 1999
Bachelor's degree, Computer Science
University of Phoenix 2003 — 2005
MBA, Marketing
Kevin Straine's Bear Stearns Experience April 2004 - July 2006
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets December 2014 - Present
Deutsche Bank Securities July 2006 - December 2014
Bear Stearns April 2004 - July 2006
Beauchamp Hedge Fund Solutions, Linedata Services (previously Beauchamp Financial Technology, Inc) 2001 - 2002
Brandywine Asset Management 1999 - 2001
Morgan Stanley & Co. Incorporated 1994 - 1997
Morgan Stanley 1994 - 1997
Skills
Commodities, Trading, FIX, Futures, Equities, Client Relationship..., Client Acquisition, Listed Derivatives, Sales Management, Trading Desk Management, Derivatives, Capital Markets, Fixed Income, Commodity, Options, Alternative Investments, Bloomberg, Electronic Trading, Finance, Hedge Funds, Investment Banking, Prime Brokerage
Education
Drexel University - LeBow College of Business 2001 — 2003
MBA, Finance
University of Delaware 1989 — 1993
BA, History
RBC Capital Markets December 2014 - Present
Deutsche Bank Securities July 2006 - December 2014
Bear Stearns April 2004 - July 2006
Beauchamp Hedge Fund Solutions, Linedata Services (previously Beauchamp Financial Technology, Inc) 2001 - 2002
Brandywine Asset Management 1999 - 2001
Morgan Stanley & Co. Incorporated 1994 - 1997
Morgan Stanley 1994 - 1997
Skills
Commodities, Trading, FIX, Futures, Equities, Client Relationship..., Client Acquisition, Listed Derivatives, Sales Management, Trading Desk Management, Derivatives, Capital Markets, Fixed Income, Commodity, Options, Alternative Investments, Bloomberg, Electronic Trading, Finance, Hedge Funds, Investment Banking, Prime Brokerage
Education
Drexel University - LeBow College of Business 2001 — 2003
MBA, Finance
University of Delaware 1989 — 1993
BA, History
Brenda Bowens-Gray's Bear Stearns Experience March 2006 - May 2008
Job Senior Accountant at Concentra Medical Centers
Industry Accounting
Experience
Concentra Medical Centers September 2008 - Present
Avon 2008 - 2009
New Mt Moriah Baptist Church 2006 - 2009
Bear Stearns March 2006 - May 2008
Housing Authority of New Orleans September 2005 - March 2006
Personnel Consulting Group 1997 - 2003
Education
University of Phoenix 2006 — 2006
Eastern Michigan University
Xavier University of Louisiana
BA, Accounting
Concentra Medical Centers September 2008 - Present
Avon 2008 - 2009
New Mt Moriah Baptist Church 2006 - 2009
Bear Stearns March 2006 - May 2008
Housing Authority of New Orleans September 2005 - March 2006
Personnel Consulting Group 1997 - 2003
Education
University of Phoenix 2006 — 2006
Eastern Michigan University
Xavier University of Louisiana
BA, Accounting
Philippe Hatstadt's Bear Stearns Experience August 2006 - June 2008
Job Head Trader For U.S. Delta One Structured Financing
Industry Financial Services
Experience
Credit Suisse April 2011 - Present
Spring Creeks LLC April 2010 - April 2011
Barclays Capital June 2008 - March 2010
Bear Stearns August 2006 - June 2008
Toronto Dominion (London) March 2004 - June 2005
Merrill Lynch June 2003 - March 2004
Bear Stearns March 2000 - May 2002
CIBC 1996 - 2000
Lehman Brothers 1992 - 1996
Lehman Brothers 1990 - 1992
Education
University of San Francisco 1986 — 1988
MBA, Finance
Ecole spéciale des Travaux publics, du Bâtiment et de l'Industrie 1981 — 1984
MSc, Civil Engineering
Credit Suisse April 2011 - Present
Spring Creeks LLC April 2010 - April 2011
Barclays Capital June 2008 - March 2010
Bear Stearns August 2006 - June 2008
Toronto Dominion (London) March 2004 - June 2005
Merrill Lynch June 2003 - March 2004
Bear Stearns March 2000 - May 2002
CIBC 1996 - 2000
Lehman Brothers 1992 - 1996
Lehman Brothers 1990 - 1992
Education
University of San Francisco 1986 — 1988
MBA, Finance
Ecole spéciale des Travaux publics, du Bâtiment et de l'Industrie 1981 — 1984
MSc, Civil Engineering
Maureen Garry McQueen's Bear Stearns Experience 1990 - 2001
Job Senior Vice President at MetLife
Industry Information Technology and Services
Experience
MetLife 2002 - Present
Bear Stearns 1990 - 2001
Skills
Business Strategy, Business Analysis, Vendor Management, Team Leadership, SDLC, Operations Management, Process Improvement, Change Management, IT Strategy, Stakeholder Management, Disaster Recovery, Business Process..., Risk Management, Program Management, Financial Services, Team Building, Financial Analysis, IT Management, Outsourcing, Insurance, Budgets, ITIL, CRM, Information Technology, Governance, Integration, Enterprise Architecture, Cross-functional Team..., Infrastructure, Management, Data Center, Strategic Planning, Project Portfolio..., Management Consulting, Strategy, IT Service Management, Leadership, Mergers & Acquisitions, Requirements Analysis, Process Engineering, Portfolio Management, Business Process, Project Management, Business Transformation, PMO, Business Intelligence, PMP
Education
Wharton School, University of Pennsylvania 2012 — 2014
CPD
DeSales University 2002 — 2006
MBA
MetLife 2002 - Present
Bear Stearns 1990 - 2001
Skills
Business Strategy, Business Analysis, Vendor Management, Team Leadership, SDLC, Operations Management, Process Improvement, Change Management, IT Strategy, Stakeholder Management, Disaster Recovery, Business Process..., Risk Management, Program Management, Financial Services, Team Building, Financial Analysis, IT Management, Outsourcing, Insurance, Budgets, ITIL, CRM, Information Technology, Governance, Integration, Enterprise Architecture, Cross-functional Team..., Infrastructure, Management, Data Center, Strategic Planning, Project Portfolio..., Management Consulting, Strategy, IT Service Management, Leadership, Mergers & Acquisitions, Requirements Analysis, Process Engineering, Portfolio Management, Business Process, Project Management, Business Transformation, PMO, Business Intelligence, PMP
Education
Wharton School, University of Pennsylvania 2012 — 2014
CPD
DeSales University 2002 — 2006
MBA
Rob Fischer's Bear Stearns Experience 1992 - 2008
Job Managing Director at Incapital
Industry Financial Services
Experience
Incapital January 2014 - Present
Pierpont Securities LLC (a General Atlantic and Stone Point Capital company) May 2012 - December 2013
StormHarbour Securities LP June 2009 - May 2012
CRT Capital Group December 2008 - June 2009
Bear Stearns 1992 - 2008
Skills
Capital Markets, Origination, Debt/Equity, Investment Banking, Equities, Loan Origination, Mergers & Acquisitions, Emerging Markets, Fixed Income, Securitization, Hedge Funds, Finance, Alternative Investments, Private Equity, Investments, Restructuring, Asset Management, Valuation
Education
Denison University 1988 — 1992
BA, Economics
Whitefish Bay High School
Incapital January 2014 - Present
Pierpont Securities LLC (a General Atlantic and Stone Point Capital company) May 2012 - December 2013
StormHarbour Securities LP June 2009 - May 2012
CRT Capital Group December 2008 - June 2009
Bear Stearns 1992 - 2008
Skills
Capital Markets, Origination, Debt/Equity, Investment Banking, Equities, Loan Origination, Mergers & Acquisitions, Emerging Markets, Fixed Income, Securitization, Hedge Funds, Finance, Alternative Investments, Private Equity, Investments, Restructuring, Asset Management, Valuation
Education
Denison University 1988 — 1992
BA, Economics
Whitefish Bay High School
Joshua Jamel's Bear Stearns Experience September 2006 - January 2009
Job Desktop Technician at JPMorganChase
Industry Computer Networking
Experience
Design Strategy Corporation July 2006 - Present
JPMorgan Chase (Bear Stearns) January 2009 - April 2011
Bear Stearns September 2006 - January 2009
Skills
DHCP, Blackberry, Printers, Troubleshooting, TCP/IP, Windows 7, XP, Outlook, Windows, Remedy, Microsoft Office, Excel, BMC Remedy, A+ Certified, Active Directory, Blackberry Enterprise..., Cisco Technologies, Citrix, CompTIA, Computer Hardware, DNS, Data Center, Disaster Recovery, Firewalls, HP, Hardware, Help Desk Support, IP, IT Management, IT Operations, IT Service Management, ITIL, Imac, Information Technology, Laptops, Linux, Lotus Notes, Management, Market Data, Microsoft Excel, Microsoft Exchange, Network Administration, Network Security, Networking, Norton Ghost, Operating Systems, Microsoft Certified..., Project Management, SQL, Security
Education
DeVry University 2004 — 2006
ECT, Computer Technology
Design Strategy Corporation July 2006 - Present
JPMorgan Chase (Bear Stearns) January 2009 - April 2011
Bear Stearns September 2006 - January 2009
Skills
DHCP, Blackberry, Printers, Troubleshooting, TCP/IP, Windows 7, XP, Outlook, Windows, Remedy, Microsoft Office, Excel, BMC Remedy, A+ Certified, Active Directory, Blackberry Enterprise..., Cisco Technologies, Citrix, CompTIA, Computer Hardware, DNS, Data Center, Disaster Recovery, Firewalls, HP, Hardware, Help Desk Support, IP, IT Management, IT Operations, IT Service Management, ITIL, Imac, Information Technology, Laptops, Linux, Lotus Notes, Management, Market Data, Microsoft Excel, Microsoft Exchange, Network Administration, Network Security, Networking, Norton Ghost, Operating Systems, Microsoft Certified..., Project Management, SQL, Security
Education
DeVry University 2004 — 2006
ECT, Computer Technology
Larry Meding's Bear Stearns Experience 2005 - 2007
Job Director BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2013 - Present
CRT Capital Group March 2012 - February 2013
Sterne Agee September 2007 - September 2011
Bear Stearns 2005 - 2007
Morgan Keegan 2002 - 2006
Conseco Capital Management 1999 - 2002
KPMG Peat Marwick 1994 - 1996
Skills
Fixed Income, Valuation, Portfolio Management, Risk Management, Mergers, Trading, Credit Risk, Credit, Financial Institutions, Capital Markets, Bloomberg, ABS
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Western Michigan University 1986 — 1990
BBA, Finance
Highland High School 1983 — 1986
BMO Capital Markets June 2013 - Present
CRT Capital Group March 2012 - February 2013
Sterne Agee September 2007 - September 2011
Bear Stearns 2005 - 2007
Morgan Keegan 2002 - 2006
Conseco Capital Management 1999 - 2002
KPMG Peat Marwick 1994 - 1996
Skills
Fixed Income, Valuation, Portfolio Management, Risk Management, Mergers, Trading, Credit Risk, Credit, Financial Institutions, Capital Markets, Bloomberg, ABS
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Western Michigan University 1986 — 1990
BBA, Finance
Highland High School 1983 — 1986
Kent Kalvaitis's Bear Stearns Experience 2005 - 2008
Job Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2010 - Present
JP Morgan June 2008 - January 2009
Bear Stearns 2005 - 2008
Wachovia 2004 - 2005
Morgan Stanley 2000 - 2004
US Navy 1992 - 1995
Education
The University of Chicago 1996 — 1998
MBA, Finance
Navy Nuclear Power Program 1990 — 1992
Certified Naval Nuclear Engineer, Navy Nuclear Propulsion
Duke University 1986 — 1990
BSE, Biomedical and Electrical Engineering
Bessemer Trust January 2010 - Present
JP Morgan June 2008 - January 2009
Bear Stearns 2005 - 2008
Wachovia 2004 - 2005
Morgan Stanley 2000 - 2004
US Navy 1992 - 1995
Education
The University of Chicago 1996 — 1998
MBA, Finance
Navy Nuclear Power Program 1990 — 1992
Certified Naval Nuclear Engineer, Navy Nuclear Propulsion
Duke University 1986 — 1990
BSE, Biomedical and Electrical Engineering
Jordan Feig's Bear Stearns Experience 1998 - 2001
Job Strategy and Portfolio Management at Pfizer Consumer Healthcare
Industry Consumer Goods
Experience
Pfizer Consumer Healthcare March 2010 - Present
Hewitt Associates 2008 - 2008
Avaya 2006 - 2008
Pfizer Consumer Healthcare 2004 - 2006
Pfizer Consumer Healthcare October 2001 - January 2004
Bear Stearns 1998 - 2001
Skills
Competitive Analysis, Cross-functional Team..., Strategic Planning, Forecasting, Financial Modeling, Strategic Partnerships, Portfolio Management, Analysis, Corporate Development, Investment Banking, Strategy, Mergers & Acquisitions, Business Planning, Corporate Finance, Financial Analysis, Due Diligence
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance
Northwestern University
BA, History
Pfizer Consumer Healthcare March 2010 - Present
Hewitt Associates 2008 - 2008
Avaya 2006 - 2008
Pfizer Consumer Healthcare 2004 - 2006
Pfizer Consumer Healthcare October 2001 - January 2004
Bear Stearns 1998 - 2001
Skills
Competitive Analysis, Cross-functional Team..., Strategic Planning, Forecasting, Financial Modeling, Strategic Partnerships, Portfolio Management, Analysis, Corporate Development, Investment Banking, Strategy, Mergers & Acquisitions, Business Planning, Corporate Finance, Financial Analysis, Due Diligence
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance
Northwestern University
BA, History
james coccaro's Bear Stearns Experience November 1998 - May 2004
Job trader at Apollo Management
Industry Financial Services
Experience
Apollo Management April 2006 - Present
Citigroup May 2004 - March 2006
Bear Stearns November 1998 - May 2004
Skills
Hedge Funds, Capital Markets, Trading, Equities, Derivatives, Bonds, Commodity, Financial Risk, Options, Bloomberg, Portfolio Management, Private Equity, Finance, Securities, Mutual Funds, Asset Management, Credit, Fixed Income, Investment Banking, Investments, Loans
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2003
Masters, Business
Drexel University
Bachelors of Science, Buisness/Marketing
Apollo Management April 2006 - Present
Citigroup May 2004 - March 2006
Bear Stearns November 1998 - May 2004
Skills
Hedge Funds, Capital Markets, Trading, Equities, Derivatives, Bonds, Commodity, Financial Risk, Options, Bloomberg, Portfolio Management, Private Equity, Finance, Securities, Mutual Funds, Asset Management, Credit, Fixed Income, Investment Banking, Investments, Loans
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2003
Masters, Business
Drexel University
Bachelors of Science, Buisness/Marketing
Len McGee's Bear Stearns Experience 1987 - 1988
Job Real Estate Broker at Windermere Northern Arizona
Industry Real Estate
Experience
Windermere Northern Arizona Real Estate September 2004 - Present
Russ Lyon Realty January 2002 - September 2004
Habitat Brokerage 1998 - 2000
Koenig & Strey GMAC 1993 - 1998
Investors Real Estate 1988 - 1993
Bear Stearns 1987 - 1988
Drexel Burnham Lambert 1985 - 1987
Dean Witter 1983 - 1985
Skills
Real Estate, Listings, Luxury, REO, Short Sales, Sellers, First Time Home Buyers, Buyer Representation, Retail, Foreclosures, Single Family Homes, Condos, Investment Properties, Relocation, Investors, New Home Sales, Referrals, Real Estate Transactions, ABR, Residential Homes
Education
University of Arizona 1979 — 1981
B.S. in Finance, Finance, Economics
Drake University 1977 — 1979
Business, Finance
Windermere Northern Arizona Real Estate September 2004 - Present
Russ Lyon Realty January 2002 - September 2004
Habitat Brokerage 1998 - 2000
Koenig & Strey GMAC 1993 - 1998
Investors Real Estate 1988 - 1993
Bear Stearns 1987 - 1988
Drexel Burnham Lambert 1985 - 1987
Dean Witter 1983 - 1985
Skills
Real Estate, Listings, Luxury, REO, Short Sales, Sellers, First Time Home Buyers, Buyer Representation, Retail, Foreclosures, Single Family Homes, Condos, Investment Properties, Relocation, Investors, New Home Sales, Referrals, Real Estate Transactions, ABR, Residential Homes
Education
University of Arizona 1979 — 1981
B.S. in Finance, Finance, Economics
Drake University 1977 — 1979
Business, Finance
Joseph Lachacz's Bear Stearns Experience 1997 - 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
EMC October 2005 - July 2008
EMC CORPORATION October 2005 - July 2008
BEAR STEARNS & CO January 1997 - April 2005
Bear Stearns 1997 - 2005
Education
ECPI University 1996 — 1996
Diploma Computer Technology, Computer Technology
Community College of Piedmont North Carolina
Diploma, ECPI Business School, Computer Technology Computer Engineering Courses
EMC October 2005 - July 2008
EMC CORPORATION October 2005 - July 2008
BEAR STEARNS & CO January 1997 - April 2005
Bear Stearns 1997 - 2005
Education
ECPI University 1996 — 1996
Diploma Computer Technology, Computer Technology
Community College of Piedmont North Carolina
Diploma, ECPI Business School, Computer Technology Computer Engineering Courses
David Hummer's Bear Stearns Experience 1990 - 1995
Job Senior Vice President at Citigroup
Industry Banking
Experience
Citigroup December 2010 - Present
National Australia Bank 2004 - 2009
National Australia Bank 1995 - 2003
The Chase Manhattan Bank 1995 - 1995
Bear Stearns 1990 - 1995
Skills
Hedge Funds, Relationship Management, Capital Markets, Credit Risk, Credit Analysis, Banking, Structured Finance, ISDA, Derivatives, Credit, Investment Banking, Financial Institutions, FX Options, Fixed Income, Financial Risk
Education
Dowling College 2008 — 2010
MBA, Finance
State University of New York College at Plattsburgh
BA, Management, Finance
Citigroup December 2010 - Present
National Australia Bank 2004 - 2009
National Australia Bank 1995 - 2003
The Chase Manhattan Bank 1995 - 1995
Bear Stearns 1990 - 1995
Skills
Hedge Funds, Relationship Management, Capital Markets, Credit Risk, Credit Analysis, Banking, Structured Finance, ISDA, Derivatives, Credit, Investment Banking, Financial Institutions, FX Options, Fixed Income, Financial Risk
Education
Dowling College 2008 — 2010
MBA, Finance
State University of New York College at Plattsburgh
BA, Management, Finance
Colin Soutar's Bear Stearns Experience April 1996 - March 2008
Job VP Sales at GAIN Capital
Industry Financial Services
Experience
GAIN Capital June 2014 - Present
CREDIT AGRICOLE September 2011 - November 2013
Societe Generale August 2008 - June 2011
Bear Stearns April 1996 - March 2008
Skills
Capital Markets, Fixed Income, Hedge Funds, Equities, Trading, Derivatives, Financial Markets, FX Options, Bloomberg, FX trading, Trading Systems, Sales, Currency, Options, Electronic Trading, FX Trading
Education
East Stroudsburg University of Pennsylvania 1990 — 1992
BA, Economics
GC High
GAIN Capital June 2014 - Present
CREDIT AGRICOLE September 2011 - November 2013
Societe Generale August 2008 - June 2011
Bear Stearns April 1996 - March 2008
Skills
Capital Markets, Fixed Income, Hedge Funds, Equities, Trading, Derivatives, Financial Markets, FX Options, Bloomberg, FX trading, Trading Systems, Sales, Currency, Options, Electronic Trading, FX Trading
Education
East Stroudsburg University of Pennsylvania 1990 — 1992
BA, Economics
GC High
Caleb Stephenson's Bear Stearns Experience June 2007 - August 2007
Job MBA Candidate Fuqua School of Business
Industry Investment Banking
Experience
J.P. Morgan July 2008 - June 2015
Bear Stearns June 2007 - August 2007
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Virginia 2004 — 2008
BS, Commerce - Finance and Mgmt, Economics
J.P. Morgan July 2008 - June 2015
Bear Stearns June 2007 - August 2007
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Virginia 2004 — 2008
BS, Commerce - Finance and Mgmt, Economics
Annelise Eschmann's Bear Stearns Experience July 1998 - October 1999
Job BlackRock
Industry Financial Services
Experience
BlackRock June 2012 - Present
Plainfield Asset Management June 2008 - April 2010
Credit Suisse October 2005 - May 2008
Invesco 1999 - 2005
Bear Stearns July 1998 - October 1999
SBC Warburg Dillon Read 1996 - 1998
PaineWebber 1994 - 1996
Education
Eckerd College 1984 — 1988
BA, Economics, Spanish
BlackRock June 2012 - Present
Plainfield Asset Management June 2008 - April 2010
Credit Suisse October 2005 - May 2008
Invesco 1999 - 2005
Bear Stearns July 1998 - October 1999
SBC Warburg Dillon Read 1996 - 1998
PaineWebber 1994 - 1996
Education
Eckerd College 1984 — 1988
BA, Economics, Spanish
James J. Gallagher, Jr.'s Bear Stearns Experience 2001 - 2003
Job Managing Partner at Redan Capital, LLC.
Industry Investment Management
Experience
Redan Capital 2012 - Present
FletcherBennett Capital 2011 - 2012
Bank of America Merrill Lynch 2009 - 2010
Bennett Lawrence Management, LLC 2003 - 2009
Bear Stearns 2001 - 2003
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA, Finance
Dickinson College 1990 — 1994
BA, History
Kent School 1987 — 1990
Redan Capital 2012 - Present
FletcherBennett Capital 2011 - 2012
Bank of America Merrill Lynch 2009 - 2010
Bennett Lawrence Management, LLC 2003 - 2009
Bear Stearns 2001 - 2003
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA, Finance
Dickinson College 1990 — 1994
BA, History
Kent School 1987 — 1990
Akinwole Garrett, MBA's Bear Stearns Experience 2004 - 2007
Job Strategy & Business Development Executive
Industry Entertainment
Experience
CBS Local May 2014 - Present
ABC News January 2013 - February 2014
Barclays June 2011 - October 2012
Barclays June 2010 - August 2010
Deutsche Bank July 2008 - June 2009
UBS Investment Bank August 2007 - April 2008
Bear Stearns 2004 - 2007
Skills
Strategy, Valuation, Investment Banking, Financial Modeling, Business Strategy, Business Development, Digital Media, Strategic Partnerships, Cross-functional Team..., Contract Negotiation, Due Diligence, Strategic Analysis, Competitive Analysis, Corporate Development, Media, Traditional Media, Negotiation, Written & Oral..., Communication Skills, Microsoft Excel, Hedge Funds, Analysis, Start-ups, Project Management, Leadership, Digital Strategy, Online Advertising, Digital Marketing, Digital Distribution, Financial Analysis, PowerPoint, Corporate Finance
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Dual Concentrations in Finance & Strategy
Washington University in St. Louis 2000 — 2004
BSBA - Olin School of Business, Finance & Accounting
Universidad Carlos III de Madrid 2003 — 2003
Madrid, Spain - Semester Study Abroad
The Shipley School 1996 — 2000
Diploma, Liberal Arts and Sciences/Liberal Studies
CBS Local May 2014 - Present
ABC News January 2013 - February 2014
Barclays June 2011 - October 2012
Barclays June 2010 - August 2010
Deutsche Bank July 2008 - June 2009
UBS Investment Bank August 2007 - April 2008
Bear Stearns 2004 - 2007
Skills
Strategy, Valuation, Investment Banking, Financial Modeling, Business Strategy, Business Development, Digital Media, Strategic Partnerships, Cross-functional Team..., Contract Negotiation, Due Diligence, Strategic Analysis, Competitive Analysis, Corporate Development, Media, Traditional Media, Negotiation, Written & Oral..., Communication Skills, Microsoft Excel, Hedge Funds, Analysis, Start-ups, Project Management, Leadership, Digital Strategy, Online Advertising, Digital Marketing, Digital Distribution, Financial Analysis, PowerPoint, Corporate Finance
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Dual Concentrations in Finance & Strategy
Washington University in St. Louis 2000 — 2004
BSBA - Olin School of Business, Finance & Accounting
Universidad Carlos III de Madrid 2003 — 2003
Madrid, Spain - Semester Study Abroad
The Shipley School 1996 — 2000
Diploma, Liberal Arts and Sciences/Liberal Studies
Gerald Peters's Bear Stearns Experience 1982 - 1985
Job Sr. Portfolio Manager of Quantitative Strategies, OPERS
Industry Investment Management
Experience
OPERS October 2010 - Present
PSERS 1992 - February 2011
Cooper Neff 1991 - 1992
Susquehanna International Group 1985 - 1989
Bear Stearns 1982 - 1985
Skills
Derivatives, Equities, Trading, Portfolio Management, Investments, Asset Allocation, Investment Banking, Investment Strategies, ETFs, Hedging, Financial Risk, Currency, Bloomberg
Education
Drexel University - College of Business and Administration 1990 — 1991
MBA, Finance
Lafayette College 1978 — 1982
BA, History
Manhasset High School 1974 — 1978
OPERS October 2010 - Present
PSERS 1992 - February 2011
Cooper Neff 1991 - 1992
Susquehanna International Group 1985 - 1989
Bear Stearns 1982 - 1985
Skills
Derivatives, Equities, Trading, Portfolio Management, Investments, Asset Allocation, Investment Banking, Investment Strategies, ETFs, Hedging, Financial Risk, Currency, Bloomberg
Education
Drexel University - College of Business and Administration 1990 — 1991
MBA, Finance
Lafayette College 1978 — 1982
BA, History
Manhasset High School 1974 — 1978
Kevin Leff's Bear Stearns Experience 2001 - 2002
Job Director of Supply Chain Operations at McKinstry
Industry Construction
Experience
McKinstry October 2008 - Present
The Home Depot 2002 - 2008
Bear Stearns 2001 - 2002
Skills
Project Management, Budgets, Contract Negotiation, Contract Management, Strategic Planning, Cross-functional Team..., Operations Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA
Washington University in St. Louis 1988 — 1992
BA & BS, English Literature & Business Administration
McKinstry October 2008 - Present
The Home Depot 2002 - 2008
Bear Stearns 2001 - 2002
Skills
Project Management, Budgets, Contract Negotiation, Contract Management, Strategic Planning, Cross-functional Team..., Operations Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA
Washington University in St. Louis 1988 — 1992
BA & BS, English Literature & Business Administration
Cathy Hasenzahl's Bear Stearns Experience March 2004 - March 2008
Job Senior Manager, Ernst & Young
Industry Financial Services
Experience
EY July 2014 - Present
JPMorgan Chase March 2008 - June 2014
Bear, Stearns March 2004 - March 2008
Skills
Management, Document Review, Litigation Support, Securities, Corporate Governance, Litigation, Corporate Law, Privacy Law, Securities Regulation, Legal Research, Negotiation, Intellectual Property, Outsourcing, Litigation Management
Education
Duke University School of Law 1998 — 2001
JD
New York University 1993 — 1995
BFA, Film and Television Production
Wake Forest University 1989 — 1992
Political Sociology and Religion
EY July 2014 - Present
JPMorgan Chase March 2008 - June 2014
Bear, Stearns March 2004 - March 2008
Skills
Management, Document Review, Litigation Support, Securities, Corporate Governance, Litigation, Corporate Law, Privacy Law, Securities Regulation, Legal Research, Negotiation, Intellectual Property, Outsourcing, Litigation Management
Education
Duke University School of Law 1998 — 2001
JD
New York University 1993 — 1995
BFA, Film and Television Production
Wake Forest University 1989 — 1992
Political Sociology and Religion
Nora Body's Bear Stearns Experience August 1996 - December 1997
Job Portfolio Accountant at Bank of New York Mellon
Industry Accounting
Experience
Bank of New York Mellon November 2010 - Present
Bank of NY Mellon March 2009 - November 2010
Standish Mellon July 2008 - March 2009
Ariba, Inc December 2006 - January 2008
Citizens Financial Group July 2005 - December 2006
UPMC Health Systems October 2002 - May 2005
Coury Health Services, Inc August 2000 - April 2002
Mellon Financial Corporation January 1998 - August 2000
Bear Stearns August 1996 - December 1997
Morgan Stanley October 1995 - July 1996
Skills
Financial Analysis, Account Reconciliation, Accounting, Access, Accounts Receivable, Finance, Analysis, Financial Accounting, Banking, Bloomberg, Cash Management, Investments, PeopleSoft, Portfolio Management, Valuation
Education
Duquesne University
BS Degree; BA Degree, Accounting/Business Mgmt& Paralegal; Economics and Psychology
University of Pittsburgh
Bachelor's degree, Economics
Bank of New York Mellon November 2010 - Present
Bank of NY Mellon March 2009 - November 2010
Standish Mellon July 2008 - March 2009
Ariba, Inc December 2006 - January 2008
Citizens Financial Group July 2005 - December 2006
UPMC Health Systems October 2002 - May 2005
Coury Health Services, Inc August 2000 - April 2002
Mellon Financial Corporation January 1998 - August 2000
Bear Stearns August 1996 - December 1997
Morgan Stanley October 1995 - July 1996
Skills
Financial Analysis, Account Reconciliation, Accounting, Access, Accounts Receivable, Finance, Analysis, Financial Accounting, Banking, Bloomberg, Cash Management, Investments, PeopleSoft, Portfolio Management, Valuation
Education
Duquesne University
BS Degree; BA Degree, Accounting/Business Mgmt& Paralegal; Economics and Psychology
University of Pittsburgh
Bachelor's degree, Economics
Jonathan Arnstein's Bear Stearns Experience 2007 - 2008
Job Senior Analyst/Trader at Rockview Capital
Industry Investment Management
Experience
RockView Capital August 2010 - Present
Optiver 2008 - 2010
Bear Stearns 2007 - 2008
Education
Duke University 2003 — 2007
BSE, Mechanical Engineering, Economics
RockView Capital August 2010 - Present
Optiver 2008 - 2010
Bear Stearns 2007 - 2008
Education
Duke University 2003 — 2007
BSE, Mechanical Engineering, Economics
Joseph Mazzola's Bear Stearns Experience March 2000 - October 2003
Job Portfolio Manager
Industry Investment Management
Experience
Shelton Capital Management January 2015 - Present
TD Ameritrade January 2008 - December 2014
Simplex Investments February 2004 - December 2007
Bear Stearns March 2000 - October 2003
Skills
Public Speaking, Financial Analysis, Equity Derivatives, Financial Modeling, Financial Management, Project Portfolio..., Content Creation, Content Strategy, Managerial Finance, Equities, Portfolio Management, Investments, Proprietary Trading, Derivatives, Options, Trading, Alternative Investments, ETFs, Finance, Financial Markets, Financial Risk, Hedging, Risk Management, Securities, Valuation, Volatility, FINRA, Investment Management, Series 7, Options Strategies, Asset Allocation, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services, 3.5
Kalamazoo College 1994 — 1998
Bachelor's degree, Economics
Mattawan
Shelton Capital Management January 2015 - Present
TD Ameritrade January 2008 - December 2014
Simplex Investments February 2004 - December 2007
Bear Stearns March 2000 - October 2003
Skills
Public Speaking, Financial Analysis, Equity Derivatives, Financial Modeling, Financial Management, Project Portfolio..., Content Creation, Content Strategy, Managerial Finance, Equities, Portfolio Management, Investments, Proprietary Trading, Derivatives, Options, Trading, Alternative Investments, ETFs, Finance, Financial Markets, Financial Risk, Hedging, Risk Management, Securities, Valuation, Volatility, FINRA, Investment Management, Series 7, Options Strategies, Asset Allocation, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services, 3.5
Kalamazoo College 1994 — 1998
Bachelor's degree, Economics
Mattawan
John Perna's Bear Stearns Experience January 2005 - March 2008
Job European equity trader at Wells Fargo
Industry Financial Services
Experience
Merlin Securities/Wells Fargo Prime Services October 2009 - Present
JP Morgan - International March 2008 - March 2009
Bear Stearns January 2005 - March 2008
Skills
Equities, Bloomberg, Options, Trading, Hedge Funds, FX Options, Structured Products, Prime Brokerage, Mutual Funds, Series 7, Series 63, Securities, Electronic Trading, Trading Systems
Education
Duke University 2000 — 2004
BA, Economics
Delbarton High School 1996 — 2000
Merlin Securities/Wells Fargo Prime Services October 2009 - Present
JP Morgan - International March 2008 - March 2009
Bear Stearns January 2005 - March 2008
Skills
Equities, Bloomberg, Options, Trading, Hedge Funds, FX Options, Structured Products, Prime Brokerage, Mutual Funds, Series 7, Series 63, Securities, Electronic Trading, Trading Systems
Education
Duke University 2000 — 2004
BA, Economics
Delbarton High School 1996 — 2000
Gina Douglas's Bear Stearns Experience May 1993 - February 1995
Job Financial Services Technology Advisor and Client Advocate
Industry Computer Software
Experience
Oracle February 2015 - Present
IBM January 2014 - January 2015
VMware February 2012 - January 2014
TIBCO Software November 2009 - March 2012
Hewlett-Packard April 2008 - November 2009
Cassatt Corporation August 2007 - April 2008
BEA Systems September 2001 - August 2007
Oracle June 1996 - August 2000
Bank of America February 1995 - June 1996
Bear Stearns May 1993 - February 1995
Skills
Cloud Computing, Sales, Enterprise Software, SaaS, Middleware, Solution Selling, Databases, PaaS, Go-to-market Strategy, Software Industry, Business Alliances, Sales Enablement, SOA, Professional Services, Pre-sales, Channel Partners
Education
Dowling College 1984 — 1988
BS, Computer Science
Oracle February 2015 - Present
IBM January 2014 - January 2015
VMware February 2012 - January 2014
TIBCO Software November 2009 - March 2012
Hewlett-Packard April 2008 - November 2009
Cassatt Corporation August 2007 - April 2008
BEA Systems September 2001 - August 2007
Oracle June 1996 - August 2000
Bank of America February 1995 - June 1996
Bear Stearns May 1993 - February 1995
Skills
Cloud Computing, Sales, Enterprise Software, SaaS, Middleware, Solution Selling, Databases, PaaS, Go-to-market Strategy, Software Industry, Business Alliances, Sales Enablement, SOA, Professional Services, Pre-sales, Channel Partners
Education
Dowling College 1984 — 1988
BS, Computer Science
Cathy Biernacki's Bear Stearns Experience 1982 - 1999
Job
Industry
Experience
Bear Stearns 1982 - 1999
Education
Eastern Illinois University 1978 — 1982
Home Economics in Business
Bear Stearns 1982 - 1999
Education
Eastern Illinois University 1978 — 1982
Home Economics in Business
Andreas Duus III's Bear Stearns Experience 1998 - 2000
Job Private direct power entrepreneur
Industry Environmental Services
Experience
Sensible Energy Solutions 2011 - Present
Bear Stearns 1998 - 2000
Goldman Sachs 1985 - 1994
Education
Harvard Business School 1978 — 1980
MBA
Duke University 1971 — 1975
AB, Economics, Public Policy Studies
Sensible Energy Solutions 2011 - Present
Bear Stearns 1998 - 2000
Goldman Sachs 1985 - 1994
Education
Harvard Business School 1978 — 1980
MBA
Duke University 1971 — 1975
AB, Economics, Public Policy Studies
Gary Budlow's Bear Stearns Experience March 1995 - January 2001
Job CFT Securities LLC
Industry Financial Services
Experience
CFT Securities LLC 2006 - Present
Quellos Group, LLC January 2001 - January 2006
Bear Stearns March 1995 - January 2001
Salomon Brothers August 1988 - March 1995
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Finance
University of Delaware 1980 — 1984
BS/BA, Finance
CFT Securities LLC 2006 - Present
Quellos Group, LLC January 2001 - January 2006
Bear Stearns March 1995 - January 2001
Salomon Brothers August 1988 - March 1995
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Finance
University of Delaware 1980 — 1984
BS/BA, Finance
Bryce Mueller's Bear Stearns Experience June 2007 - August 2007
Job Director at UBS
Industry Investment Banking
Experience
UBS January 2013 - Present
RBC Capital Markets June 2011 - February 2013
RBC Capital Markets January 2010 - June 2011
RBC Capital Markets October 2008 - January 2010
Bear stearns June 2007 - August 2007
Skills
Equities, Equity Research, Bloomberg, Series 7, Hedge Funds, Capital Markets, Series 63, Financial Modeling, Valuation, Investment Banking, Equity Valuation, Investments, Securities, Fixed Income, Trading
Education
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
UBS January 2013 - Present
RBC Capital Markets June 2011 - February 2013
RBC Capital Markets January 2010 - June 2011
RBC Capital Markets October 2008 - January 2010
Bear stearns June 2007 - August 2007
Skills
Equities, Equity Research, Bloomberg, Series 7, Hedge Funds, Capital Markets, Series 63, Financial Modeling, Valuation, Investment Banking, Equity Valuation, Investments, Securities, Fixed Income, Trading
Education
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Jim Wheatstone's Bear Stearns Experience June 2004 - Present
Job Sr Portfolio Analyst at Bear Stearns
Industry Financial Services
Experience
Bear Stearns June 2004 - Present
Education
DePaul University 1998 — 2002
BBA, Management
Bear Stearns June 2004 - Present
Education
DePaul University 1998 — 2002
BBA, Management
Spencer Hubbard's Bear Stearns Experience April 1988 - November 2007
Job Computer Operations Manager at CBS
Industry Information Technology and Services
Experience
CBS 2009 - 2011
Bear Stearns April 1988 - November 2007
Education
DeVry Institute of Technology 1985 — 1987
CBS 2009 - 2011
Bear Stearns April 1988 - November 2007
Education
DeVry Institute of Technology 1985 — 1987
Ben Boyer's Bear Stearns Experience November 2006 - October 2007
Job VP Regulatory Relations/Compliance Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
EverBank May 2013 - October 2013
Freddie Mac April 2012 - May 2013
Freddie Mac September 2010 - April 2012
SunTrust Bank May 2010 - September 2010
SunTrust Bank November 2007 - February 2010
Bear Stearns November 2006 - October 2007
EquiFirst June 2003 - June 2006
Flagstar Bank June 2000 - June 2003
Skills
Lean Six Sigma Green..., Six Sigma, Mortgage Lending, Mortgage Banking, Loss Mitigation, Loans, Underwriting, Loan Servicing, Mortgage Servicing, Credit, Risk Management, Loan Origination, Banking, Financial Risk, Credit Analysis, Credit Risk, Portfolio Management, Operational Risk..., Financial Analysis, Strength of 10 Men, Corner and Penalty Kicks, Analysis, Operational Risk, Mortgage Underwriting, Residential Mortgages, Commercial Lending, Financial Services, Capital Markets, Consumer Lending, Enterprise Risk..., Default, Internal Audit, Auditing, FHA, Risk Assessment, Executive Management, Relationship Management, Asset Management, Finance, Forecasting, Refinance, Due Diligence, Valuation, Commercial Banking, Credit Cards, FHA financing, Leadership, Funding, Management, Business Process
Education
The College of William and Mary - The Mason School of Business 2008 — 2011
MBA, MBA
Eastern Michigan University 1991 — 1995
bachelor, Political Science
Livonia Churchill High School 1987 — 1990
JPMorgan Chase October 2013 - Present
EverBank May 2013 - October 2013
Freddie Mac April 2012 - May 2013
Freddie Mac September 2010 - April 2012
SunTrust Bank May 2010 - September 2010
SunTrust Bank November 2007 - February 2010
Bear Stearns November 2006 - October 2007
EquiFirst June 2003 - June 2006
Flagstar Bank June 2000 - June 2003
Skills
Lean Six Sigma Green..., Six Sigma, Mortgage Lending, Mortgage Banking, Loss Mitigation, Loans, Underwriting, Loan Servicing, Mortgage Servicing, Credit, Risk Management, Loan Origination, Banking, Financial Risk, Credit Analysis, Credit Risk, Portfolio Management, Operational Risk..., Financial Analysis, Strength of 10 Men, Corner and Penalty Kicks, Analysis, Operational Risk, Mortgage Underwriting, Residential Mortgages, Commercial Lending, Financial Services, Capital Markets, Consumer Lending, Enterprise Risk..., Default, Internal Audit, Auditing, FHA, Risk Assessment, Executive Management, Relationship Management, Asset Management, Finance, Forecasting, Refinance, Due Diligence, Valuation, Commercial Banking, Credit Cards, FHA financing, Leadership, Funding, Management, Business Process
Education
The College of William and Mary - The Mason School of Business 2008 — 2011
MBA, MBA
Eastern Michigan University 1991 — 1995
bachelor, Political Science
Livonia Churchill High School 1987 — 1990
Joe Monzon's Bear Stearns Experience 2000 - 2001
Job OSSC Specialist at vXchnge
Industry Information Technology and Services
Experience
vXchnge March 2015 - Present
Fusion Telecommunications Int'l, Inc. 2014 - 2014
Fusion Telecommunications Int'l, Inc. 2014 - 2014
Savvis 2005 - 2013
CIBER, Inc. March 2005 - October 2012
Credit Suisse 2001 - 2003
Bear Stearns 2000 - 2001
AT&T 1997 - 2000
Mayfair Foodtowm 1991 - 1997
Mayfair Foodtown 1991 - 1997
Skills
ITIL, Vendor Management, Incident Management, Team Leadership, IT Service Management, VMware, IT Operations, Disaster Recovery, Data Center, Service Delivery, IT Strategy, IT Management, Integration, Windows Server, Managed Services, Requirements Analysis, DNS, Visio, Solaris, Active Directory, Virtualization, Troubleshooting, IT Outsourcing, Outsourcing, Software Documentation, SharePoint, SaaS, Technical Support, PMP, Cloud Computing, Security, Firewalls, System Administration, Sla, System Deployment, Microsoft Exchange, Solution Architecture, Enterprise Architecture, Cisco Technologies, Servers, PMO, Business Continuity, Network Security, Network Administration, Business Analysis, Citrix, Service Management, Service Desk, Infrastructure, SDLC
Education
DeVry University
Bachelor of Science (B.S.), Computer Science
St. mary's
Union Catholic
Union Catholic
Union Catholic
Union Catholic
vXchnge March 2015 - Present
Fusion Telecommunications Int'l, Inc. 2014 - 2014
Fusion Telecommunications Int'l, Inc. 2014 - 2014
Savvis 2005 - 2013
CIBER, Inc. March 2005 - October 2012
Credit Suisse 2001 - 2003
Bear Stearns 2000 - 2001
AT&T 1997 - 2000
Mayfair Foodtowm 1991 - 1997
Mayfair Foodtown 1991 - 1997
Skills
ITIL, Vendor Management, Incident Management, Team Leadership, IT Service Management, VMware, IT Operations, Disaster Recovery, Data Center, Service Delivery, IT Strategy, IT Management, Integration, Windows Server, Managed Services, Requirements Analysis, DNS, Visio, Solaris, Active Directory, Virtualization, Troubleshooting, IT Outsourcing, Outsourcing, Software Documentation, SharePoint, SaaS, Technical Support, PMP, Cloud Computing, Security, Firewalls, System Administration, Sla, System Deployment, Microsoft Exchange, Solution Architecture, Enterprise Architecture, Cisco Technologies, Servers, PMO, Business Continuity, Network Security, Network Administration, Business Analysis, Citrix, Service Management, Service Desk, Infrastructure, SDLC
Education
DeVry University
Bachelor of Science (B.S.), Computer Science
St. mary's
Union Catholic
Union Catholic
Union Catholic
Union Catholic
Safet Paljevic's Bear Stearns Experience 2005 - 2006
Job Desktop Support Specialist at Alliance Bernstein
Industry Information Technology and Services
Experience
Alliance Bernstein June 2008 - Present
Unidata 2008 - 2010
Bank of America October 2006 - October 2007
Bear Stearns 2005 - 2006
JP Morgan Chase 2004 - 2005
Education
DeVry University 2003 — 2005
Bachelor's, Network Management & Communications
Alliance Bernstein June 2008 - Present
Unidata 2008 - 2010
Bank of America October 2006 - October 2007
Bear Stearns 2005 - 2006
JP Morgan Chase 2004 - 2005
Education
DeVry University 2003 — 2005
Bachelor's, Network Management & Communications
Igor Pavlov's Bear Stearns Experience February 2001 - March 2004
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2012 - Present
BNP Paribas February 2011 - April 2012
Citadel Investment Group August 2009 - October 2010
Morgan Stanley April 2004 - August 2010
Bear Stearns February 2001 - March 2004
JP Morgan Chase August 1998 - November 2000
Skills
Trading, Bonds, Fxed Income ETFs, CDS, High Yield
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Elon University 1992 — 1994
Bachelor's Degree, Math, Physics, Summa Cum Laude
Jefferies & Company July 2012 - Present
BNP Paribas February 2011 - April 2012
Citadel Investment Group August 2009 - October 2010
Morgan Stanley April 2004 - August 2010
Bear Stearns February 2001 - March 2004
JP Morgan Chase August 1998 - November 2000
Skills
Trading, Bonds, Fxed Income ETFs, CDS, High Yield
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Elon University 1992 — 1994
Bachelor's Degree, Math, Physics, Summa Cum Laude
Lalit Dhande's Bear Stearns Experience July 2004 - August 2008
Job Sales Manager at SKI Beer
Industry Financial Services
Experience
SKI Beer April 2013 - Present
Driving Excellence Auto School December 2012 - June 2013
Wells Fargo Home Mortgage September 2012 - April 2013
Lalit Dhande October 2011 - April 2013
Bethpage Federal Credit Union March 2009 - April 2011
TitleServ 2009 - 2010
JP Morgan Chase August 2008 - March 2009
Bear Stearns July 2004 - August 2008
Skills
Mortgage Servicing, Mortgage Banking, Residential Mortgages, Client Services, Client Communication, Insurance
Education
Molloy College 2014 — 2015
Human Resources, Human Resources Management/Personnel Administration, General
Dowling College 1992 — 1993
MBA, Management
Rochester Institute of Technology 1985 — 1989
BS Finance, Business
SKI Beer April 2013 - Present
Driving Excellence Auto School December 2012 - June 2013
Wells Fargo Home Mortgage September 2012 - April 2013
Lalit Dhande October 2011 - April 2013
Bethpage Federal Credit Union March 2009 - April 2011
TitleServ 2009 - 2010
JP Morgan Chase August 2008 - March 2009
Bear Stearns July 2004 - August 2008
Skills
Mortgage Servicing, Mortgage Banking, Residential Mortgages, Client Services, Client Communication, Insurance
Education
Molloy College 2014 — 2015
Human Resources, Human Resources Management/Personnel Administration, General
Dowling College 1992 — 1993
MBA, Management
Rochester Institute of Technology 1985 — 1989
BS Finance, Business
Kenneth Henry's Bear Stearns Experience May 1998 - October 2007
Job V.P.Investment Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2007 - Present
Bear Stearns May 1998 - October 2007
Merrill Lynch August 1985 - May 1998
Education
Harvard Business School 1975 — 1977
MBA
Drexel University 1970 — 1975
B.S., Commerce & Engineering Sciences
OppenheimerFunds December 2007 - Present
Bear Stearns May 1998 - October 2007
Merrill Lynch August 1985 - May 1998
Education
Harvard Business School 1975 — 1977
MBA
Drexel University 1970 — 1975
B.S., Commerce & Engineering Sciences
Bock Snyder's Bear Stearns Experience 1993 - 2008
Job at
Industry Financial Services
Experience
Fay Servicing, LLC July 2015 - Present
Nationstar Mortgage January 2013 - June 2015
Nationstar Mortgage November 2011 - December 2011
MetLife Home Loans June 2008 - November 2011
EMC Mortgage/JP Morgan Chase 1993 - 2009
Bear Stearns 1993 - 2008
Skills
Outlook, Mortgage Banking, Loans, Process Improvement, Loan Servicing, Mortgage Servicing, Team Building, Mortgage Lending, Loss Mitigation, Finance, Residential Mortgages, Loan Origination, Default, FHA, Credit
Education
Northlake Junior College 1992 — 1993
Mortgage Banking
Eastern Illinois University 1981 — 1983
Fay Servicing, LLC July 2015 - Present
Nationstar Mortgage January 2013 - June 2015
Nationstar Mortgage November 2011 - December 2011
MetLife Home Loans June 2008 - November 2011
EMC Mortgage/JP Morgan Chase 1993 - 2009
Bear Stearns 1993 - 2008
Skills
Outlook, Mortgage Banking, Loans, Process Improvement, Loan Servicing, Mortgage Servicing, Team Building, Mortgage Lending, Loss Mitigation, Finance, Residential Mortgages, Loan Origination, Default, FHA, Credit
Education
Northlake Junior College 1992 — 1993
Mortgage Banking
Eastern Illinois University 1981 — 1983
Scott Gamber's Bear Stearns Experience March 1986 - September 1990
Job Vice Chairman at CB Richard Ellis
Industry Real Estate
Experience
CB Richard Ellis Executive Vice PresidentJones Lang LaSalleSeptember 1990 - September 1999
Bear Stearns March 1986 - September 1990
Skills
Real Estate Economics, Real Estate, Corporate Real Estate, Real Estate Development, Disposition
Education
Fuqua School of Business, Duke University 1977 — 1979
MBA
CB Richard Ellis Executive Vice PresidentJones Lang LaSalleSeptember 1990 - September 1999
Bear Stearns March 1986 - September 1990
Skills
Real Estate Economics, Real Estate, Corporate Real Estate, Real Estate Development, Disposition
Education
Fuqua School of Business, Duke University 1977 — 1979
MBA
Brian Guilander's Bear Stearns Experience 1993 - 2004
Job Managing Director at J.A. Glynn
Industry Financial Services
Experience
J.A. Glynn November 2010 - Present
Jones Trading 2004 - 2007
Bear Stearns 1993 - 2004
Skills
Equities, Series 7, Investments, Hedge Funds, Equity Trading, Alternative Investments, Bloomberg, Investment Advisory, ETFs, Trading Systems, Brokerage, Asset Allocation, Trading, Investment Strategies, Equity Research
Education
DePaul University
BS, Finance
J.A. Glynn November 2010 - Present
Jones Trading 2004 - 2007
Bear Stearns 1993 - 2004
Skills
Equities, Series 7, Investments, Hedge Funds, Equity Trading, Alternative Investments, Bloomberg, Investment Advisory, ETFs, Trading Systems, Brokerage, Asset Allocation, Trading, Investment Strategies, Equity Research
Education
DePaul University
BS, Finance
Dean Alfi's Bear Stearns Experience May 2005 - March 2008
Job Process/Solution Architect and BPM/SOA Strategist at GIS/TTS, CitiBank
Industry Information Technology and Services
Experience
GTS, Citi July 2012 - Present
Walgreens January 2012 - August 2012
Agile Tech for CBI September 2010 - December 2011
JPMorgan Chase March 2008 - August 2010
Bear Stearns May 2005 - March 2008
Citadel Investment Group LLC February 2003 - April 2005
Lehman Brothers Holdings Inc. May 2000 - August 2003
Merrill Lynch May 1996 - May 1997
AT&T (BCS) January 1993 - May 1996
Skills
SDLC, Business Analysis, IT Strategy, Enterprise Architecture, Solution Architecture, Agile Methodologies, BPM, IBM BPM, Oracle, BPMN, Unix, SQL, Software Development, SharePoint, Lean Transformation, Software Project..., Vendor Management, Risk Management, Microsoft SQL Server, MDD
Education
DePaul University 2005 — 2007
Distributed Computing
NJIT 1990 — 2000
BS, Computer Science and Industrial Engineering
GTS, Citi July 2012 - Present
Walgreens January 2012 - August 2012
Agile Tech for CBI September 2010 - December 2011
JPMorgan Chase March 2008 - August 2010
Bear Stearns May 2005 - March 2008
Citadel Investment Group LLC February 2003 - April 2005
Lehman Brothers Holdings Inc. May 2000 - August 2003
Merrill Lynch May 1996 - May 1997
AT&T (BCS) January 1993 - May 1996
Skills
SDLC, Business Analysis, IT Strategy, Enterprise Architecture, Solution Architecture, Agile Methodologies, BPM, IBM BPM, Oracle, BPMN, Unix, SQL, Software Development, SharePoint, Lean Transformation, Software Project..., Vendor Management, Risk Management, Microsoft SQL Server, MDD
Education
DePaul University 2005 — 2007
Distributed Computing
NJIT 1990 — 2000
BS, Computer Science and Industrial Engineering
Randall Jenkins's Bear Stearns Experience July 2000 - August 2004
Job Credit Analyst/VP at Bank of North Carolina
Industry Banking
Experience
Bank of North Carolina March 2007 - Present
SunTrust Bank 2005 - 2007
Bear Stearns July 2000 - August 2004
Education
East Carolina University
BS, Economics
Bank of North Carolina March 2007 - Present
SunTrust Bank 2005 - 2007
Bear Stearns July 2000 - August 2004
Education
East Carolina University
BS, Economics
Kelly Hacker's Bear Stearns Experience 1980 - 1993
Job Senior Registered Associate for Graystone Institutional Consulting at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2007 - Present
Hacker Consulting Inc 1993 - 2007
Bear Stearns 1980 - 1993
Skills
Series 7, Series 63, FINRA, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., Bloomberg, Fixed Income, Asset Allocation, Investments, Alternative Investments, Series 65, Portfolio Management
Education
DePaul University
Finance, General
Morgan Stanley Smith Barney October 2007 - Present
Hacker Consulting Inc 1993 - 2007
Bear Stearns 1980 - 1993
Skills
Series 7, Series 63, FINRA, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., Bloomberg, Fixed Income, Asset Allocation, Investments, Alternative Investments, Series 65, Portfolio Management
Education
DePaul University
Finance, General
Tony Bongiorno's Bear Stearns Experience April 1991 - January 2001
Job Financial Services Professional
Industry Financial Services
Experience
Self-employed 2001 - Present
Bear Stearns April 1991 - January 2001
Education
DePaul University 1982 — 1986
Bachelor of Science, Business
Self-employed 2001 - Present
Bear Stearns April 1991 - January 2001
Education
DePaul University 1982 — 1986
Bachelor of Science, Business
Mary Beth Fisher's Bear Stearns Experience January 2004 - June 2006
Job Visiting Professor, Duke Financial Economics Center at Duke University
Industry
Experience
Duke University June 2015 - Present
Société Générale December 2012 - May 2014
BNP Paribas May 2010 - November 2012
UBS Investment Bank July 2006 - April 2010
Bear Stearns January 2004 - June 2006
BB&T May 2001 - December 2003
Vertex Pharmaceuticals November 1998 - 2000
Skills
Finance, Derivatives, Analysis, Strategy, Fixed Income, Investments, Securitization, Public Policy, Emerging Markets, Financial Markets, Credit, Government, ABS, Research
Education
Duke University 1992 — 1998
Doctor of Philosophy (PhD), Mathematics
DePauw University 1983 — 1987
Bachelor of Arts (B.A.), Art history, English literature.
Duke University June 2015 - Present
Société Générale December 2012 - May 2014
BNP Paribas May 2010 - November 2012
UBS Investment Bank July 2006 - April 2010
Bear Stearns January 2004 - June 2006
BB&T May 2001 - December 2003
Vertex Pharmaceuticals November 1998 - 2000
Skills
Finance, Derivatives, Analysis, Strategy, Fixed Income, Investments, Securitization, Public Policy, Emerging Markets, Financial Markets, Credit, Government, ABS, Research
Education
Duke University 1992 — 1998
Doctor of Philosophy (PhD), Mathematics
DePauw University 1983 — 1987
Bachelor of Arts (B.A.), Art history, English literature.
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS