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
LP Analyst September 2011 - Present
Cogent Partners August 2003 - August 2011
Bear Stearns July 2001 - October 2001
SunTrust Robinson Humphrey June 2000 - August 2000
Skills
Private Equity, Venture Capital, Alternative Investments, Due Diligence, Risk Monitoring, Valuation, Financial Modeling, Portfolio Management, Start-ups, Investments, Corporate Finance, Strategy, Entrepreneurship, Analysis, Risk Management, Financial Analysis, Mutual Funds, Corporate Development, Investment Banking, Capital Markets, Asset Management, Emerging Markets, Equities, Mergers & Acquisitions, LBO, Restructuring, Investment Management, Investor Relations, M&A experience
Education
The University of Texas at Austin 1997 — 2001
BBA, Major in Finance, Minor in Spanish
ESADE Business School 1999 — 1999
Summer Program, International Business, International Finance and Global Marketing
Pershing, a BNY Mellon company October 2012 - Present
JPMorgan Chase October 2010 - December 2011
JPMorgan Chase October 2010 - December 2011
Barclays Capital September 2003 - August 2010
Lehman Brothers 2003 - 2010
Bear Stearns October 1999 - September 2003
CIBC Oppenheimer Corp September 1988 - October 1999
Skills
Fixed Income, Equities, Derivatives, Securities, Series 7, Bloomberg, Middle Office, Capital Markets, Investment Banking, Mutual Funds, Prime Brokerage, Trading, Hedge Funds, Back Office, Series 63, Corporate Actions, Equity Derivatives, Financial Modeling, Bonds, FX Options, Settlement
Education
Fashion Institute of Technology
Pace University
Associate's degree
Samuel J. Tilden, High School
Ascent Sotheby's International Realty October 2009 - Present
Stockton Properties 2005 - Present
The Golden Bear 2003 - 2005
Bear Stearns January 1988 - February 1991
Skills
Real Estate, Real Estate Investment, Luxury, Residential, Buying, Sellers, Selling, Single Family Homes, Condos, Buyer Representation, Townhomes, Market Analysis, Residential Homes, Investment Properties, Property, Real Estate Transactions, Real Estate Development, Referrals, Brokerage, Listings, Sales, Investors, International Real..., Commercial Real Estate, Real Estate Economics, Marketing, Negotiation, Contract Negotiation
Education
Florida State University 1981 — 1985
BS, Economics / Finance
Thomson Reuters November 2013 - Present
Citi May 2010 - November 2013
Jones Lang LaSalle June 2008 - May 2010
Bear Stearns June 2007 - June 2008
Bank of America 2005 - June 2007
Lehman Brothers June 1997 - November 2005
Chase Manhattan Bank 1990 - 1996
Skills
Corporate Real Estate, Asset Managment, Real Estate Economics, Portfolio Management, Disposition, Due Diligence, Real Estate, Financial Analysis, Brokerage, Real Estate Transactions, Valuation, Financial Modeling, Mergers, Property Management, Strategic Planning, Facilities Management, Contract Negotiation
Education
Fairfield University 1988 — 1990
MS, Financial Management
Fairfield University 1984 — 1988
BS, Finance
Cupeyville School
Allegro Development Corporation August 2015 - Present
Allegro Development Corporation June 2014 - July 2015
Chesapeake Energy June 2012 - June 2014
World Fuel Services December 2010 - June 2012
Standard Bank August 2005 - December 2006
Bear Stearns June 2003 - July 2005
Washington Mutual, Inc. January 2002 - June 2003
European Health Concepts September 2000 - January 2002
Skills
ETRM, CTRM, Trading, Hedging, Risk Management, Finance, NGL, Natural Gas, Energy, Project Management, Midstream, Product Management, Information Technology, Business Analysis, Energy Industry, Leadership, Derivatives, Statistics/Economics..., Business Process, Petroleum, Oil, Requirements Gathering, Requirements Analysis, Integration, Allegro, TriplePoint, SQL, Hyperion Reports, MS Project, Testing, Software Documentation, Downstream Oil, Microsoft Excel
Education
Florida International University 2008 — 2009
MA, Economics
Florida International University 2007 — 2008
BA, Economics
Universidad San Ignacio de Loyola 1997 — 2000
AA, Finance
BNY Mellon, Pershing Advisor Solutions January 2014 - Present
BNY Mellon, N.A October 2007 - December 2013
The Bank of New York March 2001 - September 2007
The Bank of New York March 1999 - March 2001
The Bank of New York September 1997 - March 1999
U. S Trust Company of New York May 1986 - February 1997
JPMorgan Chase 1996 - 1997
The Depository Trust Company March 1984 - May 1986
Bear Stearns September 1981 - March 1984
Skills
Business Management, New Business Development, Sales Management, Customer Relations, Strategic Planning, Global Custody, Negotiation, Business Planning, Management, Mutual Funds, Relationship Management, Investment Management, Financial Services, Corporate Actions, Outsourcing, Wealth Management, Series 7, Strategy, Executive Management, Back Office, Business Development, Portfolio Management, Securities, Alternative Investments, FX Options, Investments
Education
Farmingdale State University of New York 1992 — 1995
A.S, Business Administration
New York University
Organizational Behavior and Communication
Newedge October 2014 - Present
Estlander & Partners Inc. May 2012 - December 2013
DKR Fusion 2008 - 2011
Oracle Partners 2006 - 2008
Graham Capital Management, L.P. 2000 - 2006
Westside Advisors 1997 - 2000
Bear Stearns 1987 - 1997
Skills
Investment Management, Global Macro, Fixed Income, Alternative Investments, Quantitative Investing, Portfolio Management, Managed Futures
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), International Finance
Fairfield University
Bachelor of Science (BS)
Allianz January 2013 - July 2014
Allianz Global Corporate & Specialty January 2006 - December 2012
AIG 1995 - 2006
American Express 1988 - 1995
Deloitte 1987 - 1988
Bear Stearns 1986 - 1987
Skills
Financial Services, Insurance, Property & Casualty..., General Insurance, Leadership, Leading Change, Organizational Design, Business Transformation, Strategic Planning, Change Management, Business Process..., Business Process..., Performance Management, Business Planning, IT Management, Human Resources, Talent Management, Operations Management, Six Sigma, Lean Transformation, BPO, Enterprise Architecture, Information Technology, Procurement, PMO, Change Programmes, Business Architecture, ITIL Implementation, Application Architecture, Large Scale Systems, Large Scale Systems..., Large Scale Business..., Thought Leadership, Business Development, Real Estate, Program Management, Leadership Development, Cross-functional Team..., Strategy, Risk Management, Management, Mergers & Acquisitions, Consulting, Shared Services, Commercial Insurance, Inland Marine, Aviation Insurance, Lean Six Sigma, Leading...
Education
Fordham University - Graduate School of Business Administration
MBA, Finance and International Business
Pace University - Lubin School of Business
BBA, Finance
Kurt Salmon July 2014 - Present
Kurt Salmon February 2012 - July 2014
Kurt Salmon August 2010 - January 2012
BrightHouse, LLC May 2009 - July 2010
Mercer Human Resource Consulting May 2008 - August 2008
Bear Stearns May 2007 - August 2007
International Tennis Hall of Fame and Museum June 2006 - August 2006
Skills
Strategy, Management Consulting, Organizational..., Management, Change Management, Marketing, Retail, Business Transformation, Product Development, Project Planning, Program Management, Competitive Analysis, Organizational Design, Business Process..., Business Strategy, Sourcing, Speed to Market
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Consulting & Management
dv01 October 2014 - Present
Edify June 2013 - Present
J.P. Morgan January 2012 - March 2013
JP Morgan June 2008 - January 2012
Bear Stearns June 2004 - March 2008
Skills
Non Agency Mortgage..., Commercial Mortgage..., Collateralized Debt..., Mortgage Derivatives, MBS, Trading, Hedge Funds, Fixed Income, Capital Markets, Alternative Investments, Structured Finance, Bloomberg, Structured Products, ABS, Securitization, Derivatives, Investment Banking, Valuation, Asset Managment, CMBS, CDO, Securities, Start-ups, Inspiration, Finance, New Business Development
Education
Emory University 2000 — 2004
Bachelor's Degree, Economics and Political Science
London School of Economics and Political Science 2002 — 2003
General Course
Toys R Us March 2013 - Present
Toys R Us October 2011 - March 2013
Toys R Us October 2008 - October 2011
Bear Stearns 2004 - 2006
Skills
Onboarding, Succession Planning, Employee Relations, Talent Management, Taleo, Performance Management, Recruiting, HR Policies, Employee Engagement, Applicant Tracking..., Workforce Planning, Leadership Development, Interviews
Education
Fairfield University 2006 — 2008
MA, Industrial/Organizational Psychology
Virginia Polytechnic Institute and State University 2001 — 2004
BS, Psychology
Brunswick Group July 2014 - Present
Joele Frank June 2011 - July 2014
Joele Frank August 2009 - June 2011
Bear Stearns May 2007 - August 2007
Skills
Investor Relations, Restructuring, Strategic Communications, Internal Communications, Media Relations, Corporate Communications, Press Releases, Reputation Management, Strategy, Digital Media, Event Planning, Message Development, Mergers & Acquisitions, Public Relations, Crisis Communications
Education
Emory University 2005 — 2009
BA, Religion
Horace Mann School 2001 — 2005
US Bank Home Mortgages May 2014 - Present
Nationstar Mortgage October 2011 - Present
JPMorgan Chase March 2008 - October 2011
Bear Stearns February 2007 - March 2008
HSBC September 1983 - January 2007
Education
Ferris State University 1981 — 1983
BS, Business Administration
Covidien July 2014 - Present
Covidien July 2011 - July 2014
Covidien August 2009 - July 2011
BlackRock Kelso Capital August 2005 - May 2007
Bear Stearns 2003 - 2005
Skills
Financial Modeling, Strategic Planning, Valuation, Due Diligence, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Health Care Management
Emory University 1999 — 2003
BBA, English and Finance
Aon Risk Solutions June 2009 - Present
Bear Stearns August 2002 - August 2008
CoreStaff/Leafstone Staffing April 1999 - May 2001
Equant January 1997 - April 1999
Skills
Training, Recruiting, Leadership, Project Management, Management, Vendor Management, Team Building, CRM, Human Resources, Process Improvement, Operations Management, Business Strategy, Microsoft Excel, Outlook, PowerPoint, Licensed Property &...
Education
Emory University 1992 — 1996
BA, French Cultural Studies
Cross Keys High School
EJ Lance May 2015 - Present
CFA Society of Stamford June 2014 - Present
Brean Capital, LLC March 2013 - December 2014
Canaccord Genuity Inc. July 2011 - March 2012
Lazard Capital Markets June 2008 - June 2011
Bear Stearns July 2004 - June 2008
Alecta Investment Management June 1997 - October 2003
UBS Global Asset Management December 1987 - February 1997
Skills
Series 7, Series 24, Series 63, Series 87, Wine Tasting, FINRA, Asset Management, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Due Diligence, Electronic Trading, Equities, Equity Research, Hedge Funds, Investment Strategies, Investments, Valuation, Strategy, Portfolio Management, Trading, Financial Modeling, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Madison Central High School
Hildene Capital Management June 2009 - Present
Fortress Investment Group September 2008 - February 2009
Ortelius Capital Partners March 2006 - August 2008
FrontPoint Partners January 2005 - November 2005
C-BASS April 2002 - December 2004
Bear Stearns June 2000 - October 2001
Skills
Fund Of Funds, Alternative Investments, Financial Services, Hedge Funds, Investor Relations, Asset Managment, Equities, Fixed Income, Due Diligence, Capital Markets
Education
Emory University - Goizueta Business School 1996 — 2000
Bachelor of Business Administration
Pine Crest School
ETF Portfolio Management (ETF PM) November 2007 - Present
Merrill Lynch August 2004 - November 2007
Kreinces Capital Management, LLC August 1999 - February 2004
Bear Stearns August 1996 - August 1999
Real Estate Consultant June 1992 - August 1996
Skills
Financial Advisory, ETFs, Hedge Funds, Investments, Strategy, Portfolio Management, Fixed Income, Bonds, Financial Risk, Equities, Asset Management, Valuation, Capital Markets, Alternative Investments, Finance
Education
Georgia State University 1994 — 1995
MS, Real Estate Finance
Emory University 1988 — 1992
BBA, Accounting
Half Hollow Hills High School East 1984 — 1988
Ultimate Tier Advisors June 1999 - Present
Ultimate Tier Advisors LLC May 1999 - Present
RBC Dain Rauscher 1998 - December 2000
Bear Stearns September 1984 - July 1992
Skills
Bonds, Fixed Income, Trading, Bloomberg, Capital Markets, Investment Banking, Valuation, Alternative Investments, Equities, Hedge Funds, Investment Management, Investment Strategies, Investments, Mergers & Acquisitions, Asset Management, Private Equity, Venture Capital, Asset Allocation, Mutual Funds, Trading Strategies, Finance, Securities, Due Diligence, Series 7, Tax, Derivatives, Series 63, Portfolio Management, Financial Markets, Equity Trading
Education
Fairleigh Dickinson University 1976 — 1979
BS Economics Magna Cum Laude, Monetary Theory Public Finance
Hackley School 1971 — 1976
Citi November 2011 - Present
Citi October 2007 - October 2011
Citi September 2004 - October 2007
Bear Stearns December 1998 - September 2004
Skills
Audit, Internal Audit, MCSE, Risk, Risk Management, Operations Management, Risk Assessment, Information Security..., Information Security..., Access Management, Capacity Management, Change Management, Compliance, Configuration Management, Resource Management, Vendor Management, Vulnerability Assessment
Education
Fairleigh Dickinson University 2006 — 2007
Master's degree, Management Information Systems, General
Fairleigh Dickinson University 1980 — 1985
Bachelor's degree, Marketing
Chubb Institute of Technology
Diploma in Network Engineering and Data Communications, Network and System Administration/Administrator
Wells Fargo Securities June 2013 - Present
Searle & Co April 2009 - June 2013
UBS Investment Bank April 2007 - April 2009
Bear Stearns March 2002 - April 2007
Skills
Series 7, Series 63, Equities, Bloomberg, IPO, Equity Research, Portfolio Management, Asset Allocation, Securities, Investment Advisory, Equity Trading, Financial Markets, Corporate Finance, Emerging Markets, Investments, Capital Markets, Trading, Asset Management
Education
Fairfield University 1996 — 2000
Bachelor of Science (B.S.), Marketing
Wells Fargo September 2015 - Present
Wells Fargo September 2015 - Present
First Data Corporation December 2008 - September 2015
MF Global 2006 - 2008
Bear Stearns 2003 - 2006
Skills
Financial Modeling, Credit Analysis, Credit Risk, Bloomberg, Finance, Credit, Investments, Financial Risk, Leadership, Management, Trading, Analysis, Program Management, Capital Markets, Portfolio Management, Equities, Economics, Risk Management, Financial Analysis, Cash Flow, Corporate Finance, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Valuation, Derivatives, Asset Management, Securities, Due Diligence, Financial Markets, Business Analysis, Analytics, Private Equity, Banking, Mergers, Accounting, Mutual Funds, Alternative Investments, Emerging Markets, Loans, Strategy, Options, Financial Reporting, Equity Research
Education
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Finance
University of Miami 1992 — 1996
BA, Political Science
Bank of Montreal August 2014 - Present
Kellenberg Memorial High School August 2008 - August 2013
Bear Stearns 1994 - 2008
Skills
Team Leadership, Tutoring, Customer Service, Sports, Higher Education, Event Planning, Business Strategy, Nonprofits, Coaching, Editing, Leadership, Asset Management, Derivatives, Trading, Risk Management, Bloomberg, Securities, Series 7
Education
Fairfield University 1983 — 1987
Bachelor's degree, Finance and Financial Management Services
Chaminade High School 1979 — 1983
Chaminade High School Diploma
Columbia Friend Fairfield Gus
CBRE January 2015 - Present
Colliers International 2010 - 2014
Ironwood Equity Partners 2006 - 2010
Bear Stearns 2004 - 2006
Skills
Corporate Real Estate, Valuation, Commercial Real Estate, Portfolio Management, Asset Management, Investments
Education
Fairfield University 2000 — 2004
GlobeNet; Oi April 2011 - Present
Source One Distributors January 2004 - April 2011
Ask The Advisors January 2003 - January 2004
United States Marine Corps January 1997 - January 2003
Bear Stearns January 1996 - January 2003
Skills
SharePoint, Troubleshooting, Servers, Integration, System Deployment, ERP, Microsoft Dynamics ERP, System Administration, Salesforce Administrator, IP, Visio, Microsoft Exchange, Networking, Windows, Salesforce.com, SQL, Management, Information Technology, Business Process, Leadership, Vendor Management, Analysis
Education
Lynn University 2014 — 2015
Master of Business Administration (M.B.A.), International Business
Florida Atlantic University 1998 — 2003
Bachelors of Science, Computer Information Systems and Business Management
Fred Alger Management December 2010 - Present
PineBridge Investments July 2008 - October 2010
Bear Stearns July 2005 - May 2008
JP Morgan Asset Management 1994 - 2005
Banco Pactual 1994 - 1994
Skills
Equity Research, Emerging Markets, Asset Managment, Equities, Research, Asset Management, Hedge Funds, Capital Markets, Investments, Valuation, Portfolio Management, Alternative Investments, Analysis, Asset Allocation, Bloomberg, Corporate Finance, Derivatives, Equity Valuation, Financial Markets, Financial Modeling, Fixed Income, Investment Banking, Investment Strategies, Private Equity, Securities, Series 7, Structured Finance, Trading, Mutual Funds, Investment Advisory, Investor Relations
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Fundação Getulio Vargas 1989 — 1993
BA, Public Administration
Faculdade de Tecnologia de São Paulo 1989 — 1992
BS, Computer Science
Colegio Bandeirantes 1986 — 1988
High School
Sunshine State Settlements March 2014 - Present
Investor's Choice Realty Suncoast LLC March 2004 - Present
Residential Property Manager/Realtor March 2004 - Present
The Entrepreneur's Source April 2011 - September 2012
Bear Stearns February 2007 - February 2008
Fremont Investment and Loan September 2005 - January 2007
Countryside High School 1999 - 2005
Clemson University 1998 - 1998
Catersville High School 1996 - 1998
Tift County High School 1995 - 1996
Skills
Residential Homes, Leases, Relocation, Property Management, Portfolio Management, Team Building, Sales, Mortgage Lending, Property, Management, Small Business, Advertising, Rentals, Finance, Investments, Entrepreneurship, Tenant, Investment Properties, Fundraising, Selling, Foreclosures, Public Speaking
Education
Florida State University 1984 — 1989
BS, Economics
The University of Georgia 1991 — 1993
MED, Sports Management
Dunedin High 1981 — 1984
GSA Consulting February 2008 - Present
Bear Stearns August 2007 - December 2007
Lightspeed Research January 2006 - July 2007
Cingular Wireless April 2001 - December 2005
Education
Fairleigh Dickinson University 1984 — 1987
MSEE, Electronic Engineering
Fairleigh Dickinson University 1983 — 1984
BSEE, Electronic Engineering
Rutgers University-New Brunswick 1978 — 1983
BA, Mathematics
HSBC Securities May 2013 - Present
Stroke Saver Golf 1990 - 2014
The Stellina Group, LLC April 2012 - April 2013
CRT Capital Group June 2011 - April 2012
Braver Stern Securities, LLC July 2009 - June 2011
JP Morgan June 2008 - November 2008
Bear Stearns 1990 - 2008
Skills
Series 7, Business Strategy, Analysis, Internal Controls, Fixed Income, Process Improvement, Project Planning, Project Execution, Project Implementation, Business Management, Sales Operations, Sales Support, Financial Reporting, Financial Analysis, Financial Accounting, P&L Analysis, Insurance, Project Management, Management, Financial Services, Finance, Leadership, Trading, Capital Markets, Cross-functional Team..., Derivatives, Equities
Education
Fairleigh Dickinson University
Finance
Wilkes University
BS, Accounting
Citi 2013 - Present
New York University/Polytechnic Institute 2007 - Present
The Bank of New York Mellon 2007 - 2012
Bear Stearns 1996 - 2006
Wasserstein, Perella & Co., Inc., 1994 - 1995
Nikko Securities Company International, Inc 1993 - 1994
Bankers Trust 1985 - 1993
EF Hutton & Company 1979 - 1985
Skills
Derivatives, Treasury, Capital Markets, Hedging, FX, Structured Products, Funding, Fixed Income, Interest Rate..., Valuation, FX Options, Trading, Equities, Risk Management, Bonds, Securities, Financial Risk, Investments
Education
Florida State University 1975 — 1978
BS, Finance
Carlton Fields Jorden Burt July 2015 - Present
McKenna Long & Aldridge LLP June 1990 - June 2015
Federal Home Loan Bank of Atlanta September 1988 - May 1990
Bear Stearns December 1984 - August 1988
Skills
Structured Finance, Securitization, Capital Markets, Valuation, Loans, Credit, Mortgage, Banking, Asset Management, CMBS, Portfolio Management, Financial Structuring, Real Estate, Commercial Real Estate, Finance, Mortgage Lending, Real Estate Economics, Corporate Law, Fixed Income
Education
Emory University 1988 — 1990
M.B.A., Finance
Yale University 1977 — 1981
BA, International Relations
Huron Consulting Group February 2010 - July 2011
Citi June 2004 - March 2008
E-Derivative Project November 2001 - December 2003
JP Morgan Chase (Chase prior to merger) May 1997 - November 2001
Bear Stearns June 1994 - June 1995
Chemical Bank (MHT prior to merger) May 1986 - June 1994
Morgan Guaranty Trust Company May 1983 - April 1986
Price Waterhouse July 1979 - April 1983
Skills
Capital Markets, Derivatives, Structured Products, Hedging, Equities, Commodities, Fixed Income, Currency, Structuring, Asset Management, Wealth Management, Asset Allocation, Investments, Alternative Investments, Investment Strategies, Commodity, Asset Managment, Portfolio Management, Financial Structuring, Valuation, Options, Investment Banking
Education
Fairfield University 1975 — 1979
BS, Accounting
Coty August 2014 - Present
Avon Products Inc. October 2009 - July 2014
MMC November 2007 - April 2009
Bear Stearns January 1998 - November 2007
Salomon Brothers January 1995 - January 1998
Various Contract Positions January 1983 - January 1995
ATT Information Systems January 1986 - January 1990
IBM Global Services 1985 - 1986
Western Union 1980 - 1984
Skills
IT Management, Unix, Virtualization, Integration, IT Service Management, Cisco Technologies, Perl, Enterprise Software, Hardware, Networking, Security, Infrastructure, System Deployment, Testing
Education
Fairleigh Dickinson University 1972 — 1976
Bachelor's degree, Computer Systems Networking and Telecommunications
PHS
Thomson Reuters August 2015 - Present
SNL Financial April 2012 - October 2014
Bloomberg 2010 - March 2012
Bloomberg LP 2006 - 2010
AIAC - American Industrial Acquisition Corporation 2003 - 2006
JPMorgan Chase 2002 - 2003
Bear Stearns 1999 - 2002
Skills
New Business Development, Relationship Management, Energy, Renewable Energy, Commodity Markets, Hedge Funds, Finance, Financial Markets, Fixed Income, CDS, Credit Rating, Credit Risk, Equities, Bloomberg Terminal, Derivatives, Account Management, Equity Research, Mutual Funds, Portfolio Management, Options, Competitive Analysis, Bloomberg
Education
Emory University 1986 — 1991
Bachelor of Arts (B.A.), Political Science and Government
J.P. Morgan April 2007 - July 2015
Citi January 2005 - March 2007
Citi February 2001 - December 2004
Citi September 1998 - January 2001
Bear Stearns September 1997 - August 1998
Bear Stearns May 1994 - August 1997
Education
Emory University 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Rapid Ratings International February 2011 - Present
J.P. Morgan March 2008 - February 2011
Bear Stearns 2006 - 2008
Oil Fresh 2005 - 2006
Skills
Client Management, Client Services, Relationship management, Relationship development, Project Management, Business Development, Risk Management, Risk Assessment, Supply Chain Risk..., Credit Risk, Financial Risk, Workflow Management, Equity Derivative Sales, Trade affirmation, Structured Equity..., Cash equities, Sales, Sales Management, Sales Operations, Financial Health, Portfolio Management, CRM, Equities, Relationship Management, Trading, Financial Analysis, Financial Services
Education
Emory University 2001 — 2005
Economics
Columbia High School
Columbia High School
End Game Training July 2012 - Present
Bear Stearns June 1999 - June 2005
Education
Fairfield University 1995 — 1999
Bachelor of Science (B.S.), Finance
Garden City High School 1991 — 1995
PwC July 2015 - Present
PwC July 2011 - July 2015
PwC October 2009 - July 2011
Bear Stearns June 2007 - August 2007
Skills
US GAAP, SEC filings, Internal Controls, Derivatives, Financial Accounting, Sarbanes-Oxley Act, SEC Filings, GAAP, Financial Analysis, Business Analysis, Due Diligence, Mergers & Acquisitions
Education
Fairfield University 2008 — 2009
Masters, Accounting
Fairfield University 2004 — 2008
BS, Accounting / Finance
Veeva Systems March 2015 - Present
Veeva Systems July 2012 - March 2015
Way Forward Consulting, LLC July 2012 - July 2012
ALTthink August 2007 - June 2012
Wharton Small Business Development Center October 2005 - June 2006
Bear Stearns May 2004 - August 2004
Skills
Mandarin, Microsoft Office, Data Analysis, Management Consulting, Business Strategy, Market Research, Business Planning, Entrepreneurship, Cloud Computing, Enterprise Software, Mobile Devices, Product Development, Consulting, CRM, Strategy, Product Management, SaaS, Management, Salesforce.com
Education
Shenzhen University 2007 — 2008
Mandarin
University of Pennsylvania - The Wharton School 2003 — 2006
BSE, Management
Erasmus University Rotterdam 2005 — 2005
Study abroad - international business focus
Friedenthal Financial, LLC August 2009 - Present
Citigroup August 2005 - August 2009
PHH Mortgage August 1999 - August 2005
GE Capital November 1997 - August 1999
GE Mortgage 1997 - 1999
Federal Reserve Bank of Atlanta April 1996 - November 1997
SRI Group, Inc. May 1995 - April 1996
Bear Stearns 1993 - 1993
Skills
Portfolio Management, Risk Management, Finance, Investments, Management, Leadership, Capital Markets, Financial Modeling, Fixed Income, Valuation
Education
Emory University 1991 — 1995
BBA, Finance, Management
Emory University - Goizueta Business School 1991 — 1995
BBA, Finance & Management
Moorestown Friends School 1983 — 1991
Winslow Elementary
Salem Realty Capital LLC July 1994 - Present
US Hospitality Advisors August 2014 - Present
Teachers College, Columbia University January 2012 - May 2014
Keystone Realty 2011 - 2012
Donaldson, Lufkin & Jenrette June 1993 - June 1994
Salomon Brothers Inc August 1986 - October 1991
Bear Stearns July 1981 - June 1986
Connors, Sternlieb and Company September 1979 - June 1981
Skills
Capital Markets, Real Estate Development, Real Estate Financing, Mergers & Acquisitions, Real Estate, Investments, Real Estate Economics, Economic Development, Finance, Property Management, Entrepreneurship, Investment Properties, Investment Banking, Mortgage Lending
Education
Teachers College, Columbia University 2012 — 2014
MA, Education Policy
Emory University School of Law 1975 — 1978
JD
University of Rochester 1971 — 1975
BA, Political Science
Marine Corps League September 2011 - Present
Boys & Girls Club, Union County March 2009 - Present
Holy Family Academy January 2009 - Present
Financial Services April 2008 - Present
Financial Planning Association of New Jersey March 2008 - Present
New Jersey Bocce Invitational April 2006 - Present
New Jersey Bocce Invitational April 2006 - Present
Somerset County Business Partnership 1997 - Present
Bear Stearns August 2005 - March 2008
Morgan Stanley July 1993 - August 2005
Skills
Frank T Valanzola
Education
Fairleigh Dickinson University 2007 — 2008
Financial Planning Certificate Program
New Jersey City University 1978 — 1982
BS, Business Administration
Health Guidance Center November 2008 - June 2010
ASPire Financial Services August 2009 - May 2010
Smith Barney September 2007 - November 2008
Ameriprise Financial February 2005 - August 2007
ADP September 2001 - August 2003
Republican Party of Florida August 2000 - April 2001
Merrill Lynch August 1998 - October 2000
Republican Party of Florida February 2000 - August 2000
Bear Stearns 1997 - 1998
Education
Florida State University - College of Business 1996 — 1999
BA, Finance
Florida State University 1994 — 1999
Bachelor of Science, Finance
Kingwood High School 1990 — 1994
Marine Military Academy 1992 — 1993
Greensboro Day 1986 — 1990
Oppenheimer & Co. Inc. August 2005 - Present
Bear Stearns August 2001 - July 2005
Skills
Rule 144, Equities, Securities, Restricted & Control..., Rule 10b5-1 Trading..., Hedging & Monetization..., Investment Banking, Rule 10b-18 Corporate..., Tax Deferred Exchanges, Employee Stock Options, Section 16, Alternative Investments
Education
Florida State University 1998 — 2001
Bachelor of Science (B.S.), Finance & Multinational Business Operations
AQR Capital Management July 2011 - Present
Consultant February 2011 - July 2011
Florida International University August 2009 - January 2011
UBS Investment Bank February 2001 - July 2009
The Guild Group February 2000 - February 2001
Bear Stearns December 1997 - February 2000
Merchant Ivory Productions September 1997 - December 1997
Paramount Pictures July 1995 - June 1997
Paramount Pictures September 1994 - July 1995
Skills
Marketing Communications, Management, Corporate Communications, Project Management, Photoshop, PowerPoint, HTML, Flash, Graphic Design, Presentation Development, Project Coordination, Project Execution, Project Implementation, MS Project, Client Relationship..., Dreamweaver, Illustrator, Microsoft Word, Executive Communications, Client Service, Investor Relations, Television Production, New Media, Word, Excel, SAP, Corel Draw, Proficient in InDesign, Marketing, Entertainment Industry, Entertainment Technology, Broadcast Television
Education
Florida International University 2009 — 2010
Business
Post University 2007 — 2008
BS, Finance
New York University 1990 — 1992
Bachelor of Arts (BA), Journalism
Pine Bush High School 1984 — 1988
J.P. Morgan June 2013 - Present
JPMorgan January 2012 - May 2013
J.P. Morgan March 2008 - January 2012
Bear Stearns July 2006 - March 2008
Skills
Fixed Income, Equities, Hedge Funds, Securities, Options, Trading, Financial Markets, Trading Systems, Settlement, Back Office, Relationship Management, FINRA, Series 7, Prime Brokerage, Middle Office
Education
Fairfield University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
RUSH BOWLS August 2004 - Present
RUSH BOWLS Wholesale November 2010 - Present
National Australia Bank March 1998 - February 2002
Credit Lyonnais March 1994 - March 1998
Morgan Stanley March 1990 - March 1994
Bear Stearns July 1988 - March 1990
Skills
Budgets, Business Development, Business Planning, Business Strategy, Competitive Analysis, Consumer Products, Customer Service, Derivatives, Entrepreneurship, Event Management, Event Planning, Facebook, Fixed Income, Food, Food Industry, Inventory Management, Lifestyle, Food Service, Forecasting, Grocery, Income Statement, Leadership, Management, Market Planning, Marketing, Marketing Communications, Merchandising, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Nutrition, SEO, Sales, PowerPoint
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
State University of New York at Albany 1984 — 1988
Business, Finance, Biological Anthropology
JPMorgan Chase & Co. March 2015 - Present
Power4mation Technologies (P4M) 2013 - Present
JPMorgan Chase January 2010 - March 2015
True Servant Worship and Praise Church 2006 - 2012
JP Morgan Chase 2008 - 2009
Bear Stearns 2007 - 2008
Republic Services of New Jersey 2004 - 2007
Bristol-Myers Squibb Company 2003 - 2004
Skills
Business Analysis, Process Improvement, Business Process..., Process Modeling, Problem Solving, Team Building, Training, MS Office, Java, Visual Basic, ASP, PHP, ITIL Certified, Business Management, Requirements Modeling, SQL, Client Interfacing..., Web Development, Asset Managment, Knowledge Management, Microsoft Office, Multimedia, Visio, Problem Management, Management, Analysis, Project Management, Testing, Asset Management, Strategic Planning, Risk Management, Vendor Management, SDLC, Consulting, Program Management
Education
Steven Institute of Technology, Howe School of Technology Management 2004 — 2006
M.S., Information Systems
George Washington University 2008 — 2008
Certificate in Managing Projects
Fisk University 1999 — 2003
B.S., Computer Science
Citi Group January 2015 - Present
Citi Group January 2011 - January 2015
Citigroup June 2008 - January 2011
Bear Stearns June 2007 - April 2008
Wyndham Worldwide / RCI November 2006 - June 2007
Fundtech January 2003 - November 2006
Skills
SDLC, Business Analysis, Payments, SWIFT Payments, SQL, Requirements Analysis, Quality Assurance, Finance, Business Intelligence, Agile Methodologies, Project Management
Education
Fairleigh Dickinson University 2001 — 2003
MS, Computer Science
Proskauer Rose LLP February 2013 - Present
HSBC Securities January 2011 - January 2013
Tishman Speyer August 2009 - January 2011
L-3 Communications August 2008 - July 2009
Bear Stearns May 2006 - June 2008
Skills
Event Planning, Corporate Events, Travel Management, Managing Events, Meeting Planning, Marketing Communications, Marketing, Investor Relations, Capital Markets, Equities, Social Media Marketing, Strategy, Roadshows, Budgets, Equity Capital Markets, Event Management
Education
Florida State University 2002 — 2006
B.S., Marketing and Communications
Allianz Global Investors January 2015 - Present
Allianz Global Investors January 2011 - January 2015
Allianz Global Investors June 2008 - December 2010
Allianz Global Investors February 2005 - June 2008
Prudential Financial February 2004 - February 2005
Bear Stearns June 2003 - January 2004
Skills
Asset Management, Investments, Mutual Funds, Financial Markets, Economics, Asset Managment, Asset Allocation, Hedge Funds, Series 7, Investment Strategies, Capital Markets, Wealth Management, Derivatives, Bonds, ETFs, Separately Managed..., Fund Of Funds, Emerging Markets, Relationship Management, Risk Management, Finance, Retirement, Retirement Planning, Financial Advisory, Uniform Combined State..., FINRA, Investment Advisory, Securities, Investment Management
Education
Saint John's University 2005 — 2009
MBA, Finance
Fairfield University 1999 — 2003
BS, Finance
Intel Corporation June 2015 - Present
Intel Corporation September 2011 - June 2015
Avis Budget Group February 2010 - September 2011
Mathematica Policy Research July 2009 - February 2010
Bear Stearns June 2007 - August 2007
Skills
Project Management, Contract Negotiation, Negotiation, Budget, Pricing, Management, Data Analysis, Budgets, Cross-functional Team..., Time Management, Process Improvement, Financial Analysis, Forecasting, Competitive Analysis
Education
Fairleigh Dickinson University 2008 — 2009
Masters of Business Administration, Finance
Fairleigh Dickinson University 2004 — 2008
B.S, Finance
MKTG INC July 2013 - Present
MKTG INC November 2011 - June 2013
MKTG INC October 2008 - November 2011
The Ronald McDonald House July 2007 - July 2007
Bear Stearns June 2006 - August 2006
Skills
Social Media Marketing, Relationship Marketing, Digital Marketing, Marketing Communications, Brand Awareness, Advertising, Interactive Marketing, Social Networking, Facebook, Marketing Strategy, Integrated Marketing, Sponsorship
Education
Fairfield University 2004 — 2008
Bachelor of Science, Marketing
IPC Systems, Inc. November 2014 - Present
Gooch Capital September 2012 - June 2013
MND Partners June 2012 - July 2012
Societe Generale September 2010 - March 2012
Deutsche Bank July 2010 - September 2010
State Street December 2007 - March 2010
Bear Stearns August 2006 - October 2007
Skills
Financial Markets, Fundamental Analysis, Valuation, Economics, Competitive Analysis, New Business Development, Sales, Project Management, Strategic Planning, Leadership, Team Building, Quality Assurance, FX Options, FX Spot, FX Swaps, Currenex, eFX, Flextrade, Execution Management..., Program Trading, Order Routing, Ultra Low Latency, Low Latency, Algos, Dark Pools, Fixed Income, Trading Systems, Electronic Trading, Prime Brokerage, Trading, Middle Office, Equities, FX trading, Asset Management, Currency, Foreign Exchange, Commodity, Investments, Hedge Funds, Options, Equity Trading, Equity Derivatives, Bloomberg, Trading Strategies, Proprietary Trading, Derivatives, Capital Markets, Bonds, Liquidity, Hedging
Education
Emory University - Goizueta Business School 2002 — 2006
BBA, Finance and Accounting
American University of Rome 2005 — 2005
study abroad program, Finance
JAM Paper & Envelope - www.jampaper.com August 1996 - Present
Hudson Envelope Corp June 2010 - Present
Bear Stearns 2003 - 2005
Skills
Entrepreneurship, New Business Development, Marketing, Email Marketing, E-commerce, Start-ups, Strategic Partnerships, Customer Service, Marketing Strategy, Product Management, Product Marketing, Lead Generation, B2B, Web Analytics, Online Marketing, Design
Education
Emory University - Goizueta Business School 2000 — 2004
Tenafly High School 1996 — 2000
Morgan Stanley September 2013 - Present
Barclays 2013 - 2013
HSBC Bank USA, National Association 2005 - 2011
Bear Stearns 2002 - 2005
Morgan Stanley 2000 - 2002
The Media Edge 1999 - 2000
Fox Channels Group 1997 - 1999
Skills
Trading, Options, Financial Markets, FX Options, Derivatives, ISDA, Series 7, Client Service Oriented, Banking, Commodity, Valuation, Financial Risk, Settlement, Foreign Exchange, Fixed Income
Education
New York University 2006 — 2007
Certificate, Financial Risk Management
Fairfield University 1993 — 1997
BA, Politics, minor in History
Saint Peter's Preparatory School 1989 — 1993
High School Diploma
Emory University School of Medicine March 2015 - Present
Emory University June 2008 - March 2015
Georgia Perimeter College August 2009 - November 2011
Platinum Solutions July 2007 - May 2008
Platinum Solutions February 2005 - July 2007
Turner Broadcasting System June 2000 - February 2005
Bear Stearns August 1999 - June 2000
Skills
Python, Java, C, Biomedical Informatics, Matlab, Java Enterprise Edition, Unix, Informatics, Machine Learning, Software Development, Programming, Web Services, XML, JavaScript, Computer Science, Perl, Algorithms, High Performance..., Distributed Systems, Linux, Eclipse, MySQL, Databases, Git, Shell Scripting, Bash, Subversion, Object Oriented Design, Software Engineering, Ruby, Integration, Data Mining, Hadoop, Software Design, PostgreSQL, Agile Methodologies, Web Applications, Apache, Spring, SQL, REST, Hibernate, Open Source, SOAP
Education
Emory University 2011 — 2015
Doctor of Philosophy (PhD), Computer Science, Concentration in Biomedical Informatics
The Johns Hopkins University 2006 — 2007
Master of Science, Computer Science
Florida State University 1995 — 1999
Bachelor of Science, Computer Science
ADP August 2004 - Present
H&R Block 2006 - 2010
ADP August 2002 - October 2004
Bear Stearns March 1999 - September 2001
Skills
Disaster Recovery, Storage, Data Center, Virtualization, VMware, Servers, System Administration, ITIL, Troubleshooting, Integration, Vendor Management, Enterprise Architecture, Windows Server, Unix, Cloud Computing, Windows, Customer Service, Solaris, Data Domain, NAS, SAN, EMC Storage, NetApp Filers, Deduplication, Hitachi Storage, IBM XIV, Risk Analysis, Cisco IOS, Cisco Nexus, Enterprise Storage, Solutions Enabler, Performance Tuning, Performance Measurement, Network Troubleshooting, PowerPath, Business Process..., ITIL Certified, RMAN
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2000
Bachelors, Psychology
New Jersey Institute of Technology 1994 — 2000
Bachelors, Computer Information Systems
Wardlaw Hartridge 1990 — 1994
Fairleigh Dickinson University
Franklin
Officeteam September 2014 - Present
Opici Wines June 2014 - August 2014
Easton Staffing of New Jersey November 2010 - January 2011
Affiliated Computer Services August 2010 - December 2010
Fidessa October 2006 - June 2008
KPMG LLP January 2006 - September 2006
Deloitte & Touche LLC March 2005 - December 2005
Bear Stearns March 1998 - September 2004
Skills
Business Analysis, Databases, Analysis, CRM, IT Strategy, Project Management, Outsourcing, Project Planning, Quality Assurance, Visio, Troubleshooting, Enterprise Software, Training, Budgets, Networking
Education
Fashion Institute of Technology 1990 — 1991
A.A, Fashion Buying and Merchandising
Rowan University 1987 — 1990
B.A, Business Management
PSEG October 2011 - November 2011
Medco Health Solutions October 2007 - January 2011
Liberty Travel July 2007 - October 2007
Medco Health Solutions October 2006 - July 2007
Bear Stearns July 2005 - April 2006
Novartis July 2004 - July 2005
Troy Corporation January 2003 - February 2004
New York Stock Exchange September 1998 - April 2002
New York Stock Exchange 1997 - September 1998
United States Navy September 1992 - August 1996
Skills
Tivoli Identity Manager, RACF, RSA SecurID, SharePoint, LDAP, ADAM, MS OUTLOOK, MS VISIO, MS PROJECT, MS WORD, MS EXCEL, MS POWERPOINT, Disaster Recovery, Process & Policy..., Vendor Negotiations, Active Directory, Process Flow, Network Administration, Computer Security, Documentation, SOP, Microsoft Word, Software Documentation, Visio, Outlook, NetIQ AppManager, Security, Networking, Technical Support, Microsoft Excel, Process Improvement, Data Center, System Administration, Network Security, Training
Education
Excelsior College 2014 — 2017
Master of Business Administration (M.B.A.)
DeVry University 2000 — 2005
Bachelors of Science, Networking & Communications Mgmt
New Dorp High School
Diploma
Burton Franchise Partners October 2013 - Present
Medano Capital, LLC March 2011 - Present
Burke Capital Group, LLC March 2010 - May 2010
Cantor Fitzgerald December 2004 - September 2008
Bear Stearns June 2004 - December 2004
Education
Emory University - Goizueta Business School 2009 — 2010
MBA, Finance Concentration
Vanderbilt University 2000 — 2004
B.A., Economics, Spanish
The Ambrose Group June 2014 - Present
Trusted Insight April 2013 - January 2014
BNP Paribas December 2007 - November 2012
HSBC August 2005 - December 2007
Bear Stearns December 2001 - August 2005
Skills
Alternative Investments, Prime Brokerage, Hedge Funds, Equities, Fixed Income, Marketing Strategy, Derivatives, International Relations, Finance, Sales, Valuation, Negotiation, Financial Services, Business Strategy, International Trade, International Sales, Social Media, Global Business..., Relationship Marketing, Networking, Event Planning, Electronic Trading, Capital Markets, Business Development, Relationship Management, Banking, Strategic Partnerships, Financial Markets, Emerging Markets, Bloomberg, Private Equity, Trading, Asset Management, Investment Banking, Securities, FX Options, Investments, Series 7, Series 63, Strategy, Management, Leadership
Education
Georgetown University - The McDonough School of Business 2010 — 2011
MBA, International Business
ESADE Business & Law School 2010 — 2011
MBA, International Business
University of Rochester 1995 — 1999
BA, Economics
ADP May 2011 - Present
TSI August 2008 - July 2011
CSC March 2007 - August 2008
Johnson & Johnson April 2005 - February 2007
Merck (formerly Schering-Plough Pharmaceuticals) August 2003 - April 2005
Sanofi-Aventis April 2001 - August 2003
Goldman Sachs October 2000 - March 2001
Merrill Lynch December 1997 - October 2000
Bear Stearns June 1992 - December 1997
AT&T May 1990 - May 1992
Skills
Program Management, Vendor Management, SDLC, Enterprise Architecture, Change Management, Integration, Employee Training, Project Portfolio..., Data Center, PMO, Process Improvement, Business Analysis, Disaster Recovery, ITIL, Project Management, CRM, Strategy, Management, Agile Methodologies, Enterprise Software
Education
Fairleigh Dickinson University
BS, Electrical Engineering Technology
New York University - Leonard N. Stern School of Business
MBA, Executive Business Administration
Money-Making Websites, LLC January 2008 - Present
Vince Runza Online May 2007 - Present
Bear Stearns 1987 - 1990
Skills
Online Marketing, Email Marketing, SEO, SEM, Affiliate Marketing, PPC, Social Media Marketing, Online Advertising, Organic Search, Website Development, SEO copywriting, E-commerce, Web Analytics, Web Marketing, Digital Marketing, Content Strategy, Google Analytics, Google Adwords, Mobile Marketing, Web Content, User Experience, Digital Media, Online Reputation..., Keyword Research
Education
Essex Community College
English (Major) Psych (minor)
Dulaney High School
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Starcom MediaVest Group April 2013 - Present
The Walt Disney Company March 2011 - April 2013
The Walt Disney Company February 2009 - March 2011
Los Angeles Kings July 2008 - February 2009
Goose Island Beer Company June 2007 - September 2007
QRM October 2003 - June 2006
Quantitative Risk Management 2003 - 2006
Bear Stearns July 1998 - September 2003
Chicago Academy for the Arts 1997 - 1998
Punahou School 1996 - 1997
Skills
Sports Marketing, Entertainment Industry, Marketing Strategy, Brand Development, Brand Communication, Marketing Communications, Consumer Insights, Segmentation, Direct Marketing, Marketing Research, Market Research, Product Management, Product Life Cycle..., Promotions, Special Events, Digital Marketing, Online Marketing, Integrated Marketing, Social Media Marketing, Analytics, Analysis, Event Management, Online Advertising, Marketing, Creative Direction, Customer Insight
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2008
MBA, Marketing
ESSEC Business School 2007 — 2007
Marketing
Massachusetts Institute of Technology 1992 — 1996
Bachelor of Science, Mathematics
Work Market September 2015 - Present
Crowdster November 2014 - August 2015
Digital Motion Marketing Solutions October 2013 - April 2014
SEO Pledge May 2010 - October 2013
Crowdster 2010 - October 2013
Credit Suisse June 2005 - August 2007
Morgan Stanley June 2000 - May 2005
Bear Stearns July 1999 - May 2000
Skills
SEO, New Business Development, Social Media, Web Design, Lead Generation, Account Management, Blogging, Facebook, Website Development, Web Development, Social Media Marketing, Nonprofits, Social Media Outreach, Salesforce.com, Marketing Strategy, Online Marketing, Sales, Business Strategy, Product Management, Basecamp, JIRA, Roadmap
Education
Fairfield University 1997 — 1999
B.S., Finance
SUNY Geneseo 1994 — 1995
Oyster Bay High School
Oracle January 2015 - Present
Oracle July 2011 - December 2014
Oracle January 2008 - June 2011
Oracle March 2006 - December 2007
Siebel Systems Inc. July 1999 - February 2006
Bear Stearns February 1996 - July 1997
Salomon Brothers December 1994 - February 1996
Education
Wharton, University of Pennsylvania 1997 — 1999
MBA, Marketing
Florida State University 1992 — 1994
MS, Computer Science
NYSE Euronext August 2009 - Present
Online Resources 2010 - 2012
Bear Stearns November 2005 - August 2009
SIAC October 2001 - September 2005
Lucent Technologies March 2000 - September 2001
Realtech Systems Corp February 1996 - November 2000
Skills
Data Center, Disaster Recovery, BGP, Network Engineering, TCP/IP, ITIL, OSPF, Network Architecture, WAN, Cisco Technologies, MPLS, Solaris
Education
New York Institute of Technology 1994 — 1998
BS
Emporia State University 1981 — 1984
BS
Venor Capital Management LP October 2005 - Present
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2001
Bear Stearns 1995 - 1998
Education
Emory University 1988 — 1992
Emory University - Goizueta Business School 1988 — 1992
BBA, Finance
Commack High School South 1984 — 1988
Citigroup March 2006 - Present
Bear Stearns June 2004 - March 2006
Deutsche Bank December 2000 - June 2004
AT&T January 1992 - December 2000
Skills
Budgets, Financial Structuring
Education
Stevens Institute of Technology 2012 — 2014
Master's Degree, Master of Information Systems
Fairleigh Dickinson University 2000 — 2003
MBA, Finance
Seton Hall University 1989 — 1992
Bachelor of Science, Finance
Union Catholic
Thomson Reuters December 2013 - Present
Ernst & Young LLP May 2006 - November 2013
Ernst & Young May 2005 - August 2005
Bear Stearns October 1999 - May 2005
Ernst & Young January 1999 - September 1999
PricewaterhouseCoopers January 1998 - December 1998
Skills
Tax
Education
Fordham Gabelli School of Business 2004 — 2006
M.B.A., M.S., Accounting, Taxation
New York University - Leonard N. Stern School of Business 1994 — 1998
B.S., Finance
Xaverian High School 1990 — 1994
High School
J.P. Morgan Securities January 2015 - Present
JP Morgan March 2008 - January 2015
Bear Stearns January 1996 - April 2008
Bear, Stearns & Co. Inc. January 1996 - September 1998
Skills
Series 7, 24, 55 and 63..., Training, New Business Development, Management, Leadership, Relationship Management, Series 7, Process Improvement, Operations Management, Risk Management, Asset Management, Equities, Finance, Financial Services, Hedge Funds, Investment Banking, Public Relations, Recruiting, Strategic Planning, Strategy
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Executive MBA, Business Administration and Management
Towson University 1991 — 1995
BS, Psychology, Political Science
FNY Capital Management July 2008 - Present
Bear Stearns July 2007 - July 2008
Education
Emory University - Goizueta Business School 2004 — 2007
BBA, Finance/Decision & Information Analysis
Cantor Fitzgerald June 2002 - Present
Bear Stearns May 2000 - June 2002
Salomon Smith Barney 1992 - 2000
Skills
Fixed Income, Planning Budgeting &..., Expense Management, Cost Efficiency, Budget Process, Team Building, Business Unit Start-up, Capital Markets, Investment Banking, Financial Modeling, KPI implementation, Financial Markets, Team Leadership, Securities, Due Diligence, Equities, Series 63, Hedge Funds
Education
Florida State University
BA, International Affairs
Florida State University
MBA
Pershing LLC a Division of Bank of New York Mellon January 2009 - Present
Bear Stearns August 1983 - August 2008
Coopers and Lybrand August 1979 - August 1983
Education
Fairfield University 1975 — 1979
BS Accounting
HSBC Private Bank January 2010 - Present
Espirito Santo Bank October 2007 - January 2010
Bear Stearns January 2005 - June 2005
Education
Florida International University - College of Business 2006 — 2007
MBA, Finance
University of California, Berkeley 2004 — 2004
Universidad Nacional de Rosario
Barclays Investment Bank December 2013 - Present
Citi December 2011 - December 2013
Thomson Reuters June 2011 - November 2011
Morgan Stanley March 2010 - September 2011
NYC Department of Education September 2008 - March 2010
Bear Stearns April 2008 - September 2008
Lehman Brothers April 2007 - March 2008
Freddie Mac June 2006 - March 2007
Cargill July 2004 - June 2006
Skills
Business Analysis, Full SDLC, Agile Methodologies, Agile Modeling, Scrum, UML, IBM BPM, IT Operations, Operational Risk, JAD, Test Cases, Usability, Process Engineering, Data Analysis, Fixed Income, Requirements Gathering, Equities, Requirements Analysis, SDLC, Securities, Risk Management, Testing, Business Process, User Acceptance Testing, MS Project, Investment Banking, Business Process..., Vendor Management, Waterfall, Systems Analysis, Business Process..., Data Modeling, Business Process Design, Financial Services, Visio, Banking, Analysis, Business Requirements, Quality Center, SharePoint, Test Management, Test Planning, PMO, Software Documentation, Quality Assurance, Software Project...
Education
Florida Atlantic University 1998 — 2002
MS
Florida Atlantic University 1998 — 2002
BS
BMO Financial Group July 2013 - Present
BMO Capital Markets January 2011 - July 2013
RBC Capital Markets October 2008 - January 2011
CIBC World Markets June 2004 - October 2008
Prudential Securities December 2000 - June 2004
Bear Stearns December 1998 - December 2000
ING Barings June 1996 - December 1998
Skills
Electronic Trading, SDLC, Equities, Business Analysis, Trading Systems, Capital Markets, Market Data, Back Office, Middle Office, Trading, Equity Trading, Financial Risk, Series 63, Series 7, Options, Derivatives, Prime Brokerage, Equity Derivatives, Risk Management, Banking, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
Masters of Business Administration, Finance
Alcentra Capital Corporation November 2013 - Present
Tatum, a Randstad company 2011 - 2013
Hedge Funds Care May 2006 - September 2007
KBC Financial Products July 2000 - April 2004
Bear Stearns September 1997 - July 2000
Merrill Lynch August 1994 - September 1997
Arthur Andersen & Co. September 1989 - August 1994
Skills
Accounting, Auditing, Fixed Income, Derivatives, Venture Capital, Due Diligence, Financial Reporting, Financial Analysis, Nonprofits, Internal Controls, Hedge Funds, Financial Services, Finance, Equities, Capital Markets, Asset Management, Corporate Finance, Investments, Mergers, Management
Education
Fairfield University 1985 — 1989
Citigroup June 2004 - December 2007
Merrill Lynch June 2000 - June 2002
Bear Stearns April 1997 - May 2000
Bear Stearns October 1994 - March 1997
Skills
Software Documentation, Technical Writing, Risk Management, Project Management, Analysis
Education
Emporia State University 1963 — 1967
BA, English
New York University
Programming, Finance
IESE Business School August 2015 - Present
J.P. Morgan February 2013 - July 2015
JP Morgan Chase October 2009 - February 2013
Ambrosia Beverage Group February 2009 - January 2012
Wachovia September 2008 - May 2009
Bank of America June 2007 - August 2008
Bear Stearns April 2006 - May 2007
Skills
Cash Management, Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Credit, Commercial Banking
Education
IESE Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Emory University 2003 — 2007
BBA, Finance & Management
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance & Management
Lakeside School 2000 — 2003
Bloomberg LP December 2014 - Present
JPMorgan June 2008 - June 2010
Bear Stearns February 2005 - June 2008
HSBC Securities 2001 - 2003
Fuji Bank 1994 - 1996
Skills
Fixed Income, Derivatives, Equities, Business Analysis, Trading Systems, Investment Banking, Capital Markets, Risk Management, Middle Office, Hedge Funds, Program Management, Calypso, Settlement
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
University of Massachusetts, Amherst 1985 — 1989
GreensLedge Capital Markets September 2013 - Present
Credit Suisse July 2012 - September 2013
UBS Investment Bank July 2010 - July 2012
Barclays Capital July 2009 - July 2010
Bear Stearns March 2000 - June 2008
Skills
Bloomberg, Fixed Income
Education
Fairfield University 1997 — 1999
MA, Psychology
Sacred Heart University 1989 — 1992
BA, Philosophy
Bank of America Merrill Lynch 2013 - Present
BNP Paribas 2008 - 2013
Financial Security Assurance 2006 - 2008
Bear Stearns May 2005 - August 2005
Skills
Interest Rate..., Derivatives, Fixed Income, Sales, Capital Markets, Investment Banking, Bloomberg, Hedge Funds, Equities, Valuation, Alternative Investments, Corporate Finance, Financial Modeling
Education
Emory University - Goizueta Business School 2004 — 2006
BBA, Finance
Emory University 2002 — 2006
BBA
Royal Bank of Scotland July 2008 - Present
Fortis Bank January 2004 - December 2007
The New Power Company August 2001 - September 2003
Morgan Stanley February 1986 - April 2001
Bear Stearns May 1983 - January 1986
Skills
Credit Risk, Financial Institutions, Loans, Counterparty Risk, Derivatives, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Structured Products, Banking, Portfolio Management, Hedge Funds, Market Risk, Financial Markets
Education
Fordham Gabelli School of Business
Finance
University of Pennsylvania
Bachelor of Arts (B.A.), Economics and Health Care Policy
Flexis Capital March 2009 - Present
PSAM March 2008 - March 2009
Bear Stearns August 2005 - April 2008
Sullivan & Cromwell LLP August 2002 - August 2005
Skills
Due Diligence, Investment Banking, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Private Equity, Corporate Finance, Equities, Capital Markets, Alternative Investments
Education
Georgetown University Law Center 1999 — 2002
Emory University 1995 — 1999
BBA, Finance
McD
Apollo Capital Management April 2012 - Present
Stone Tower Capital July 2011 - April 2012
Barclays Capital February 2010 - July 2011
Mesirow Financial Consulting 2009 - February 2010
Innovation Advisors July 2008 - March 2009
Bear Stearns May 2007 - June 2008
Bear Stearns May 2006 - August 2006
Education
Emory University 2003 — 2007
BBA, BA, Finance, Philosophy
Emory University - Goizueta Business School 2003 — 2007
Prospect 33 December 2013 - Present
Experis June 2010 - December 2013
HSBC September 2007 - August 2009
Barclays January 2004 - September 2007
Lehman Brothers January 2001 - September 2002
Credit Suisse September 1999 - January 2001
Bear Stearns March 1987 - September 1999
Arthur Andersen August 1984 - March 1987
Skills
Monthly Close, Financial System..., General Ledger..., Banking, Big 4, Accounting, Financial Reporting, IFRS, SOX, SEC reporting, Financial Analysis, Internal Controls, Excel, GAAP, Capital Markets, General Ledger, Financial Accounting, Reconciliation, Consolidation, Microsoft Office, Financial Control, Financial Services, Sarbanes-Oxley Act, Analysis, Process Improvement, Account Reconciliation, Financial Audits
Education
Fairleigh Dickinson University 1980 — 1984
Bachelor of Science, Accounting
Bergen Catholic HS 1977 — 1980
Wayfair June 2014 - Present
Expedia, Inc. November 2012 - June 2014
Expedia, Inc. March 2012 - November 2012
Expedia, Inc. December 2010 - March 2012
Madison Park Group July 2009 - August 2011
Madison Park Group July 2008 - July 2009
Bear Stearns July 2007 - June 2008
Skills
Financial Modeling, Analysis, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Capital Markets, Technology, Private Equity, Corporate Development, Finance, Mergers & Acquisitions, Investments
Education
Emory University 2003 — 2007
Bachelor's Degree, Economics
Starwood Capital Group March 2015 - Present
Starwood Capital Group June 2013 - March 2015
Starwood Capital Group October 2012 - May 2013
Starwood Capital Group June 2009 - September 2012
Athena Real Estate June 2008 - June 2009
Bear Stearns June 2003 - June 2008
Education
Fairfield University 1999 — 2003
B.S., Finance
AIG August 2014 - Present
TEKsystems September 2011 - July 2014
TEKsystems October 2009 - October 2011
SerGue Consulting Inc. March 2009 - April 2009
Fortis September 2008 - October 2008
Bear Stearns April 2000 - August 2008
Qwest Communications December 1998 - April 2000
Education
Fairleigh Dickinson University 1987 — 1993
BSEE, Electrical Engineering
McKesson Medical Surgical July 2009 - Present
PSS World Medical 2008 - 2009
Bear Stearns February 2006 - February 2008
Security Mortgage Corp 2001 - 2005
Skills
Customer Service, New Business Development, Business Development, Sales Operations, Management, Account Management, Cold Calling, Medical Devices, Sales, Strategic Planning, Healthcare
Education
Florida State University 1995 — 1997
Trend Capital Management LP August 2011 - Present
JPMorgan June 2008 - August 2011
Bear Stearns July 2007 - June 2008
Education
Fairfield University 2003 — 2007
BS, Marketing
Weichert Realtors December 2011 - Present
Univision Communications April 2011 - Present
Bear Stearns February 2001 - August 2008
Bear Stearns 2001 - 2008
Bear Stearns 2001 - 2008
Skills
Account Management, Business Analysis, Business Strategy, Contract Negotiation, Financial Modeling, Management, Marketing, Marketing Strategy, Negotiation, Outsourcing, Project Management, Recruiting, Sales, Sourcing, Strategic Planning, Strategy, Vendor Management, Advertising
Education
Weichert Real Estate School 2011 — 2011
Sales Representative, Real Estate
Fairleigh Dickinson University 1995 — 1997
BS, Finance/Economics
Broome Street Hospitality Group May 2011 - Present
David Reinhard Events, LLC 2002 - Present
Bay Street Advisors LLC April 2010 - May 2011
CTPartners February 2007 - April 2010
Bear Stearns September 2003 - February 2007
McKallagat & Co. September 2002 - September 2003
CIBC Oppenheimer July 2000 - September 2002
Skills
Executive Search, Capital Markets, Management Consulting, Fixed Income, Recruiting
Education
Emory University 1996 — 2000
BA
Brooks School 1992 — 1996
Jamie Mendell, LLC 2012 - Present
FactSet Research Systems September 2011 - August 2012
FactSet Research Systems June 2009 - September 2011
Bear Stearns May 2007 - August 2007
Skills
Business Analysis, Management Consulting, Competitive Analysis, Business Strategy, Consulting, Strategy, Healthcare, CRM, Market Research, Start-ups, Entrepreneurship
Education
Institute for Integrative Nutrition 2010 — 2010
Health Coach, Health and Wellness, General
Emory University 2004 — 2008
Emory University - Goizueta Business School 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Bear Stearns 2003 - 2008
Bear Stearns 2000 - 2003
The Metropolitan Museum of Art March 1997 - December 1999
MetLife February 1996 - March 1997
Caribbean Metallurgical Services January 1995 - August 1996
US Army March 1989 - February 1992
Caroni 1975 Limited September 1983 - August 1988
Skills
Visio, BMC Remedy, SQL, Software Documentation, SharePoint, Troubleshooting, MS Project, Unix, Access, Testing, Vendor Management, Requirements Gathering, Business Analysis, SDLC, Process Improvement, Project Management, Windows Server, Servers, Networking, Databases
Education
Essex County College 2012 — 2012
Certificates - HIT Pro – CP, HIT Pro – PW, Health Information Technology
Essex County College 2009 — 2012
Associate Degree Nursing (ADN), Registered Nursing/Registered Nurse
DeVry Institute of Technology 1997 — 1999
AAS, Computer Information Systems
San Fernando Technical Institute - Trinidad, West Indies 1987 — 1988
Electrical and Electronics Engineering Technician
San Fernando Technical Institute - Trinidad, West Indies 1983 — 1987
Engineering Technician’s Diploma in Industrial Instrumentation
Naparima College - Trinidad, West Indies 1978 — 1983
High School
Essex County College
Deutsche Bank November 2009 - Present
JP Morgan June 2008 - June 2009
Bear Stearns March 1998 - May 2008
Bankers Trust June 1994 - March 1998
Dreyfus September 1992 - June 1994
Skills
Mutual Funds, Financial Accounting, Structured Products, Portfolio Management, Equity Derivatives, Strategy, Alternative Investments, Equities, Financial Modeling, Equity Research, Equity Trading, Options, Credit Derivatives
Education
Flagler College 1988 — 1992
BA, Business Admin/Accounting
UBS Wealth Management November 2010 - Present
JP Morgan Chase 2008 - 2009
Bear Stearns 1991 - 2008
Georgia-Pacific LLC 1990 - 1991
Laventhol & Horwath 1988 - 1989
Education
Emory University - Goizueta Business School 1983 — 1987
The Blackstone Group April 2008 - Present
Bear Stearns October 2006 - April 2008
JPMorgan Chase September 2005 - September 2006
Skills
Private Equity, Equity Research, Hedge Funds, Investor Relations, Bloomberg, Valuation, Alternative Investments, Due Diligence, LBO, Investment Banking, Equities, Capital Markets, Fixed Income, Asset Management, Financial Modeling
Education
Emory University 2001 — 2004
BA, Economics
Jefferies & Company March 2010 - Present
Credit Suisse Securities (USA) LLC April 2005 - September 2008
Citigroup Corporate & Investment Bank 2003 - 2005
Bear Stearns 2000 - 2003
Skills
Fixed Income, Credit Analysis, Credit Risk, Financial Institutions, Capital Markets, Counterparty Risk
Education
Fordham University - Graduate School of Business Administration 1999 — 2000
Master of Business Administration (MBA), Finance, General, 3.8
3i Debt Management US LLC October 2011 - Present
Aladdin Capital Management July 2008 - October 2011
Kinetic Partners May 2007 - July 2008
JWM Partners June 2006 - April 2007
Bear Stearns November 1999 - June 2006
New York County District Attorney September 1992 - November 1999
Skills
Hedge Funds, Securities, Alternative Investments, Private Equity, FINRA, Bloomberg, AML, Asset Management, Bonds, Capital Markets, Credit Derivatives, Derivatives, Due Diligence, Equities, Fixed Income, Fund Of Funds, Investment Banking, Investments, Mutual Funds, Prime Brokerage, Securities Regulation, Series 63, Series 7, Structured Products, Trading
Education
St. John's University School of Law 1989 — 1992
Juris Doctorate, Law
Fairfield University 1985 — 1989
BS, Marketing/Economics
Fordham Prep 1981 — 1985
Advantage Capital Partners February 2014 - Present
Navigation Capital Partners August 2013 - February 2014
Navigation Capital Partners September 2008 - March 2012
Bear Stearns June 2006 - June 2008
Morgan Keegan August 2004 - December 2005
Bear Stearns May 2005 - August 2005
Education
Brother Martin
Brother Martin
Brother Martin High School
Goizueta Business School, Emory University
1-Year Accelerated Master of Business Administration (MBA)
Rhodes College
BA
Baker Tilly Virchow Krause, LLP (formerly Holtz Rubenstein Reminick) December 2009 - Present
JPMorgan (Formerly Bear Stearns) May 2007 - January 2009
Bear Stearns June 2006 - August 2006
Skills
Auditing, Financial Statements, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Financial Accounting, Financial Modeling, General Ledger, Tax, GAAP, SEC filings, SEC Filings
Education
Fairfield University 2003 — 2007
BS, Accounting, Finance
Chaminade High School 1999 — 2003
CIP Capital September 2013 - Present
OnCourse Learning March 2014 - Present
Halyard Capital July 2008 - August 2013
Bear Stearns June 2006 - June 2008
Merrill Lynch June 2005 - August 2005
Skills
Private Equity, Investment Banking, Due Diligence, Financial Modeling, Corporate Budgeting, Mergers & Acquisitions, Valuation, Capital Raising
Education
Emory University 2002 — 2006
BBA, Finance
Emory University - Goizueta Business School 2002 — 2006
BBA, Finance
Bayview Asset Management, LLC March 2014 - Present
Freddie Mac May 2009 - February 2014
AES Corporation January 2008 - May 2009
UBS Investment Bank 2005 - 2008
Freddie Mac December 2002 - May 2005
Falcon Asset Management May 1996 - July 1998
Bear Stearns March 1993 - May 1996
US Navy May 1986 - December 1992
Skills
Leadership, Management, Mergers, Strategic Leadership, Financial Modeling, Capital Markets, Business Strategy, Executive Management, Investment Banking, Risk Management, Mergers & Acquisitions, Business Development, Strategy, Change Management, Due Diligence, Sales, Mortgage Lending, Banking, Portfolio Management, Credit Risk, Financial Services, Program Management, Strategic Planning, Loan Servicing, Valuation, Private Equity, Financial Analysis, Investments, Sailing, Fixed Income, Mergers, Financial Risk, Corporate Finance, Equities, Project Finance
Education
Loyola University Maryland 1996 — 1998
MBA, Business
Florida Institute of Technology 1981 — 1985
B.S., Ocean Engineering
Chenavari Investment Managers April 2015 - Present
Babson Capital Management March 2009 - April 2015
JP Morgan March 2008 - March 2009
Bear Stearns 2001 - 2008
Foothill Capital 1998 - 2000
Skills
Fixed Income, Equities, Alternative Investments, Hedge Funds, CDO, Strategy, Financial Structuring, Asset Management, Product Management, Management, Structured Finance, Product Development, Capital Markets, Marketing Strategy, Private Equity
Education
Emory University - Goizueta Business School 2000 — 2001
MBA
Emory University 1993 — 1997
BBA
Huntington Learning Center October 2014 - Present
SRC October 2011 - Present
SRC October 2010 - September 2011
SRC March 2009 - September 2010
Pinnacle Asset Management LP May 2008 - February 2009
Bear Stearns 2006 - 2008
Skills
Government Contracts, Financial Accounting, Cost Accounting..., FAR, DFAR, Contract Negotiation, International Terms and..., Government Procurement
Education
Le Moyne College 2010 — 2012
Master of Business Administration (MBA)
The George Washington University - School of Business 2010 — 2012
Master's Certificate in Government Contracting
Fairfield University 2002 — 2006
BS, Accounting/Information Systems
Pershing LLC Bank of New York Mellon August 2008 - Present
Pershing 2008 - Present
Bear Stearns April 2005 - August 2008
iNautix Technologies 2000 - 2002
Skills
SDLC, Business Analysis, Vendor Management, PMP, Requirements Gathering, Program Management, Software Project..., Risk Management, IT Strategy, Requirements Analysis, Agile Methodologies, Process Improvement, PMO, MS Project, Project Management, Process Engineering, Business Process..., Outsourcing, Project Portfolio..., Business Requirements, Change Management, Software Development, Financial Services, Enterprise Architecture, Project Delivery, Product Management, Trading Systems
Education
Fairleigh Dickinson University 1980 — 1984
bsme, Mechanical Engineering
KPMG US July 2013 - Present
Chilton Investment Company May 2008 - May 2013
Bear Stearns 2000 - 2008
Prudential Securities 1997 - 2000
Runicom SA September 1995 - September 1997
Prudential Securities September 1993 - September 1995
Deloitte & Touche October 1992 - September 1993
Skills
Alternative Investments, Hedge Funds, Equities, Private Equity, Securities, Capital Markets, FINRA, Mergers & Acquisitions, Financial Structuring, Structured Products, Investments, Fixed Income, Asset Management, Bonds, Venture Capital, Fund Of Funds, Investment Management, Bloomberg, Due Diligence, Valuation, Investor Relations, Structured Finance, Derivatives, Prime Brokerage
Education
New York University School of Law 1993 — 1995
Master of Laws (LL.M.), Tax
Florida International University 1990 — 1992
Masters of Science in Taxation, Tax
University of Miami School of Law 1989 — 1992
Doctor of Law (J.D.), Law
Tulane University - A.B. Freeman School of Business 1985 — 1989
Bachelor of Science in Management (BSM), Accounting
Mission Markets Inc July 2008 - Present
NYPPEX May 1998 - October 2004
Bear Stearns May 1994 - May 1998
Skills
Social Entrepreneurship, Entrepreneurship, Venture Capital, Strategy, Private Equity, Emerging Markets, Investments, Finance, Management, Portfolio Management, Business Development, Start-ups, Business Strategy, Renewable Energy, Mergers & Acquisitions, Corporate Finance, Sustainability, Capital Markets, Securities, Strategic Partnerships, Sustainable Business, Financial Modeling, Cleantech, Start-up Ventures, Corporate Social..., Equities, Impact Investing, Sustainable Development, Social Enterprise, Leadership, Private Placements, Trading, Management Consulting, Hedge Funds, Funding, Public Speaking
Education
The American School - Guayaquil Ecuador 1976 — 1978
Florida Institute of Technology
Troy High School
Catapult Capital Management LLC January 2014 - Present
Geosphere Capital Management June 2007 - July 2013
HSBC April 2006 - May 2007
Bear Stearns September 2000 - March 2006
Skills
Hedge Funds, Bloomberg, Series 7, Equities, Fixed Income, Derivatives, Portfolio Management, FX Options, Mutual Funds, Swaps, Securities, Investments, Equity Trading, Options, Trading
Education
Fairfield University 1997 — 2000
BS, Marketing
Garden City High School 1992 — 1996
Suburban Propane April 2014 - Present
Suburban Propane April 1997 - Present
Goldman Sachs April 1985 - April 1995
Bear Stearns April 1980 - April 1985
Skills
Oil, Natural Gas, Risk Management, Procurement, Negotiation, Logistics, Purchasing, Contract Negotiation, Trading, Pricing, Supply Chain Management, Transportation, Analysis, Technical Analysis, Strategic Planning, Options, Inventory Management, Business Strategy, Energy, Commodities, Credit, Supply Chain, Gas, International Business, Commodity, Business Planning, Petroleum
Education
State University of New York College of Agriculture and Technology at Morrisville 1978 — 1980
Natural Resource Conservation
Fairleigh Dickinson University
BA, General Studies
JPMorgan Chase June 2010 - Present
bear-stearns February 2007 - June 2010
Bear Stearns 2007 - June 2010
JPMorgan Chase 2008 - 2010
Merrill Lynch 1997 - 2005
Skills
Vendor Management, Portfolio Management, Securities, Series 7, Risk Management, Business Analysis, Quality Assurance, Equities, New Business Development, Financial Services, Program Management, Asset Managment, Management
Education
Fairleigh Dickinson University 2002 — 2007
Master of Business Administration (MBA), Management Information Systems, General
Valparaiso University 1967 — 1973
Bachelor of Science (B.S.), Physical Education Teaching and Coaching
Marathon Asset Management March 2008 - Present
Bear Stearns August 2004 - March 2008
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Acura of Ramsey July 2015 - Present
Primerica Financial Services April 2009 - Present
Paul Miller Honda October 2013 - July 2015
Hyman Hendler & Sons February 2012 - October 2013
JPMorgan Chase June 2008 - February 2009
Bear Stearns April 2000 - June 2008
SIAC 1999 - 2000
Dow Jones Telerate 1989 - 1999
Consulting Connections/Boeing 1988 - 1989
Airwick 1987 - 1988
Skills
Mainframe, Problem Solving, Documentation, TSO, MVS, ISPF, z/OS, Netview, Disaster Recovery, JCL, VSAM, IBM Mainframe, IBM Utilities, CICS, NDM, Visio, JES2, FTP, CLIST, SDSF, Troubleshooting, COBOL, DB2, Software Documentation, Testing, Hardware, Technical Support, Software Installation, Networking, Omegamon, Operating Systems, Performance Tuning
Education
New York University - Polytechnic School of Engineering 1996 — 1998
MS, Computer Management
Fairleigh Dickinson University 1980 — 1987
BS, Busines Management
Morgan Stanley Smith Barney 2008 - Present
New Jersey Bocce Invitational January 2006 - Present
Bear Stearns August 2005 - March 2008
Morgan Stanley July 1997 - August 2004
Education
Fairleigh Dickinson University 2007 — 2008
Financial Planning
New Jersey City University 1978 — 1982
BS, Business
RBC Capital Markets 2009 - Present
Citigroup 2005 - 2008
Bear Stearns 1991 - 2004
Education
Fordham Gabelli School of Business
MBA
Indiana University - Kelley School of Business
BS
GMAC ResCap January 1999 - January 2007
Bear Stearns February 1993 - December 1998
MetLife June 1986 - January 1993
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Finance
Fairfield University 1982 — 1986
BS, Finance
Prudential Financial April 2015 - Present
UBS Investment Bank March 2007 - April 2015
Bear Stearns 2004 - 2007
Skills
Middle Office, Trading Systems, Hedge Funds, Fixed Income, Options, Derivatives, Equities, Risk Management, Bloomberg, Management
Education
Fairfield University 1997 — 2001
BS, Mathematics
FirstKey March 2014 - Present
First Key Lending October 2013 - Present
Macquarie Bank September 2010 - October 2013
Ruben Companies April 2009 - September 2010
JPMorgan July 2008 - February 2009
Bear Stearns December 2004 - July 2008
Westdeutsche ImmobilienBank March 2000 - November 2004
PricewaterhouseCoopers September 1997 - March 2000
Skills
Real Estate, Credit, Commercial Mortgages, CMBS, Acquisitions, Asset Management, Investments, Valuation, Capital Markets, Portfolio Management, Due Diligence, Financial Modeling, Real Estate Economics, Private Equity
Education
Fairfield University 1993 — 1997
BS, Finance
Bergen Catholic 1989 — 1993
North Shore Financial Group/MetLife 2005 - Present
Bear Stearns August 1996 - November 2004
Education
Fairfield University 1991 — 1995
BS, Economics
BNY Mellon April 2014 - Present
Credit Suisse November 2013 - April 2014
Keefe, Bruyette & Woods July 2003 - 2013
Deutsche Bank September 2001 - July 2003
Donaldson, Lufkin & Jenrette June 1992 - September 2001
Bear Stearns March 1990 - May 1992
Skills
Fixed Income, Capital Markets, Valuation, Investment Banking, Series 7, Hedge Funds, MBS, ABS, Strategic Financial..., Bloomberg, Risk Management, Portfolio Management, Finance, Securitization, Securities, Cash Management, Financial Structuring, Series 63, Product Control, Accounting, Financial Analysis, P&L Analysis, Trading, Investments, Financial Risk, Credit, Alternative Investments, VAR, Bonds, Private Equity, Options, Financial Modeling, Due Diligence, Auditing, Corporate Finance, Internal Controls, Settlement, Derivatives, Equities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Seton Hall University
BSBA, Finance
JPMorgan Chase June 2008 - Present
Bear Stearns April 2007 - June 2008
Bloomberg March 2006 - April 2007
Bloomberg December 2004 - March 2006
Education
Rutgers University-New Brunswick 2002 — 2004
B.A., Information Technology and Informatics
Fairleigh Dickinson University 2000 — 2002
N/A, Eletronic Filmaking
Verizon/HR 2006 - Present
Bear Stearns May 2000 - May 2006
Skills
Onboarding, Talent Acquisition, Applicant Tracking..., Employee Relations, College Recruiting, HRIS, Talent Management, Recruiting, Internet Recruiting, Technical Recruiting, Screening
Education
Fairleigh Dickinson University
MBA, Human Resources
rw baird August 2006 - Present
First Albany Capital January 1989 - August 2002
Bear Stearns 1984 - 1989
Skills
Business Strategy, Risk Management, Strategic Planning, Change Management, Equities, Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Investment Banking, Project Management, Asset Management, Business Analysis, Corporate Finance, Banking, New Business Development, Valuation
Education
Florida State University 1978 — 1983
Bachelor of Arts (B.A.), Communication and Media Studies
Guggenheim Partners April 2002 - Present
Bear Stearns December 1999 - April 2002
Education
Emory University - Goizueta Business School 1995 — 1999
BBA
AIG September 2014 - Present
UBS Investment Bank September 2009 - July 2014
ZAIS Group, LLC August 2008 - September 2009
Bear Stearns July 2006 - June 2008
JPMorgan Chase July 1999 - July 2006
Education
Emory University 1996 — 1999
BA, Economics / Mathematics
Hunter College High School 1989 — 1995
Diploma
Piper Jaffray August 2011 - Present
Mesirow Financial 2008 - 2011
Deutsche Bank Securities 2006 - 2008
Bear Stearns 2005 - 2006
Morgan Keegan 1992 - 2005
Skills
Debt, Investment Banking, Public Finance, Capital Markets, Bonds, Derivatives, Investments, Fixed Income, Alternative Investments, Equities, Series 7, Securities, Portfolio Management, Structured Products, Financial Modeling, Bloomberg, Asset Management, Financial Analysis, Hedge Funds, Valuation, Trading, Finance, Structured Finance, Risk Management
Education
Emory University - Goizueta Business School 1987 — 1988
MBA
The University of Memphis 1983 — 1987
BBA
Florham Park Public Schools November 2009 - June 2011
Upper Morris County CYO 2000 - 2009
Bear Stearns 2006 - 2008
Prudential 1975 - 2005
Skills
Insurance, Customer Service, Business Analysis, Recruiting, PowerPoint, Program Management, Securities, Project Planning, Budgets, Risk Management, Process Improvement, Equities, Finance, Coaching, Analysis, Policy, Fundraising, Leadership, Process Scheduler, Access, Strategic Planning, Training, Microsoft Excel, Volunteer Management, Software Documentation, Team Building, Team Leadership, Management, Vendor Management, Project Management, Change Management, Staff Development, Research
Education
Thomas Edison State College 2005 — 2010
BSBA
Fairleigh Dickinson University 2005 — 2006
University of Scranton 1971 — 1973
Archbishop Wood HS 1969 — 1973
Stonecap Securities March 2011 - December 2011
Octagon Capital April 2010 - March 2011
GMP Securities August 2009 - December 2009
Anson Capital Hedge Fund June 2006 - June 2008
Perfect Glass & Mirrors June 2003 - June 2006
Bear Stearns June 2002 - September 2002
Education
Ivey Business School at Western University 2008 — 2009
MBA, Entrepreneurship, Finance
Ivey Business School at Western University 1999 — 2003
HBA, Finance
ESADE Business & Law School 2002 — 2002
Finance
New York city/Los Angeles May 2011 - Present
Fordham University August 2009 - May 2011
Ardour Capital Investments November 2010 - February 2011
Bear Stearns September 2006 - June 2009
Lynx Entertainment LLC October 2005 - September 2006
Skills
Excel, PowerPoint, Word
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Finance
University of Arizona 2001 — 2005
B.S., Finance
Robert W. Baird & Co. August 2009 - Present
JP Morgan July 2008 - July 2009
Bear Stearns June 2007 - June 2008
Skills
Fixed Income, Capital Markets, Bloomberg, Series 7, Trading, Series 63, MBS, Structured Products
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance
Bear Stearns / JPMorgan 1998 - 2009
Bear Stearns 1998 - 2009
JP Morgan 1998 - 2009
Bear Stearns/Custodial Trust Company 1998 - 2009
JPMorgan Chase 1998 - 2009
Bear Stearns Global Clearing San Francisco 1998 - 2009
JP Morgan Chase 1998 - 2009
J.P. Morgan 1998 - 2009
JP Morgan - Prime Brokerage 1998 - 2009
J.P. Morgan Chase 1998 - 2009
Skills
Prime Brokerage, Equities, Middle Office, Trading Systems, Fixed Income, Hedge Funds, Securities, Integration, Back Office, Capital Markets, Derivatives, Software Documentation, Bloomberg, Financial Services, Corporate Actions, AML, Options, Disaster Recovery, Investment Banking, Electronic Trading, Settlement, Market Data, FX Options, Equity Derivatives, Asset Management, Security, Trading
Education
Aviation HS
diploma, Airplane Mechanics
Florida Atlantic University
Computer Science
Pace University
Computer Science / Programming
Federal Deposit Insurance Corporation July 2010 - Present
Federal Deposit Insurance Corporation June 2010 - June 2011
ANZ 2007 - 2009
Citi 2004 - 2007
Standard & Poor's 1999 - 2004
Chase 1994 - 1998
Chase 1990 - 1994
Bear Stearns 1988 - 1990
Skills
Structured Finance, Structured Products, Derivatives, Capital Markets, Fixed Income, Portfolio Management, Securitization, Credit, Credit Derivatives, CDO, ABS, Bloomberg, Bonds, Financial Institutions, Credit Analysis, Credit Risk, Regulatory Analysis
Education
Chaminade HS
Fairfield University
BA, Economics
Fordham Gabelli School of Business
MBA, Finance
Airstar Solutions, Inc. January 2010 - Present
Variant Trading Institutional Group February 2010 - May 2010
Bear Stearns January 1994 - June 2004
Investment banking and securities brokerage firm January 2001 - January 2004
Bear Stearns Global Clearing Services January 1994 - January 2001
Skills
Investments, Hedge Funds, Trading, Vendor Management, Management, Equities, Bloomberg, Credit, Mergers & Acquisitions, Options, Emerging Markets
Education
Florida Atlantic University 1996 — 2000
B.A, Business Administration
Gulf Coast Deli Provisions - Boar's Head Distributor August 2004 - Present
CGS Technology Associates August 2001 - July 2004
Bear Stearns May 1999 - July 2001
IBM December 1997 - May 1999
Entex Information Services March 1996 - November 1997
Skills
Vendor Management, Strategy, Business Analysis, Project Management, New Business Development, Sales Management, Strategic Planning, Product Management, Business Strategy, Change Management
Education
Florida Gulf Coast University
Bachelor’s Degree, Finance, General
Terry College of Business July 2013 - Present
OPTION Model and Media 2014 - Present
Directions USA 2013 - Present
BOS Development 2012 - Present
Freddie Mac August 2011 - April 2012
TD Bank USA August 2010 - September 2011
Merrill Lynch April 2007 - July 2008
Bear Stearns June 2004 - June 2006
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Private Equity, Asset Management, Commercial Real Estate, Due Diligence, Financial Analysis, Investments, Corporate Finance, Credit, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance, Real Estate
University of Georgia - Terry College of Business 2013 — 2017
Doctor of Philosophy (PhD), Business Administration with Concentration in Real Estate Economics and Finance
Florida State University - College of Business 2000 — 2004
B.S., Finance, Accounting
J.P. Morgan Private Bank July 2008 - Present
Bear Stearns February 2001 - July 2008
Skills
Alternative Investments, Hedge Funds, Equities, Private Equity, Asset Management, Portfolio Management, Investments, Asset Allocation, Financial Markets, Institutional Sales, Private Banking, Trading Systems, Capital Markets, Bloomberg, Series 7, Series 63, Structured Products, Derivatives, Foreign Exchange, Fixed Income
Education
Florida State University 1996 — 2000
Bachelor of Science (B.Sc.), Finance, General
JP Morgan Securities 2008 - Present
Bear Stearns November 2005 - March 2008
Gibraltar Securities March 1979 - April 1999
Hamilton Cook Securities August 1973 - March 1979
Gibraltar Securities April 1969 - March 1973
Education
Fairleigh Dickinson University 1965 — 1969
B.A., History and Political Science
Weequahic
KeyBanc Capital Markets February 2011 - Present
Lehman Brothers May 1997 - September 2008
Bear Stearns April 1991 - May 1997
Education
Fairfield University 1979 — 1982
Bachelor of Science (BS), Finance, General
Nardis Advisors LLC January 2013 - Present
CJ Lawrence 1987 - 1991
Bear Stearns 1983 - 1987
Skills
Chartered Financial..., Investments
Education
New York University, Stern School of Business 1981 — 1985
Master of Business Administration (M.B.A.), Finance, General
Emory University 1975 — 1979
Bachelor of Arts (BA)