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
Victoria Matytsin Victoria Matytsin's Bear Stearns Experience December 1999 - March 2008
Job VP at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase March 2008 - Present
Bear Stearns December 1999 - March 2008
Publisher's Clearing House March 1998 - December 1999
Unum May 1997 - March 1998
Skills
SDLC, Business Analysis, Project Management, Agile Methodologies, Waterfall, International..., Trading Operations, Trade Settlements, Reporting & Analysis, Staff Management, Cost Reduction, Data Analysis, Requirements Analysis, Requirements Gathering, Software Development, UAT Coordination, Analytics, Database Design, User Experience, Data Warehousing, Mainframe, SQL DB2, Microsoft Excel, Microsoft Office, SharePoint, SWIFT Payments, CICS, Windows
Education
Fordham Gabelli School of Business
MBA, Finance
Georgian Technical University
Bachelor’s Degree, Computer Science
New York University
Certificate In Project Management
JPMorgan Chase March 2008 - Present
Bear Stearns December 1999 - March 2008
Publisher's Clearing House March 1998 - December 1999
Unum May 1997 - March 1998
Skills
SDLC, Business Analysis, Project Management, Agile Methodologies, Waterfall, International..., Trading Operations, Trade Settlements, Reporting & Analysis, Staff Management, Cost Reduction, Data Analysis, Requirements Analysis, Requirements Gathering, Software Development, UAT Coordination, Analytics, Database Design, User Experience, Data Warehousing, Mainframe, SQL DB2, Microsoft Excel, Microsoft Office, SharePoint, SWIFT Payments, CICS, Windows
Education
Fordham Gabelli School of Business
MBA, Finance
Georgian Technical University
Bachelor’s Degree, Computer Science
New York University
Certificate In Project Management
Jon V. Kole's Bear Stearns Experience June 2007 - October 2008
Job Assistant Vice President The Hebrew Home at Riverdale
Industry Hospital & Health Care
Experience
The Hebrew Home for the Aged at Riverdale April 2013 - Present
The Hebrew Home for the Aged At Riverdale September 2011 - April 2013
St. Mary's Hospital for Children May 2010 - September 2011
JPMorgan Chase October 2008 - March 2010
Bear Stearns June 2007 - October 2008
Skills
Healthcare, Healthcare Management, Finance, Budgets, Healthcare Consulting, Healthcare Information..., Home Care, Hospitals, Leadership, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
Master of Business Administration (MBA), Finance & Management
Fordham University 2003 — 2007
Bachelor of Arts (BA), Economics
The Hebrew Home for the Aged at Riverdale April 2013 - Present
The Hebrew Home for the Aged At Riverdale September 2011 - April 2013
St. Mary's Hospital for Children May 2010 - September 2011
JPMorgan Chase October 2008 - March 2010
Bear Stearns June 2007 - October 2008
Skills
Healthcare, Healthcare Management, Finance, Budgets, Healthcare Consulting, Healthcare Information..., Home Care, Hospitals, Leadership, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
Master of Business Administration (MBA), Finance & Management
Fordham University 2003 — 2007
Bachelor of Arts (BA), Economics
Vincent Farley Vincent Farley's Bear Stearns Experience June 1986 - April 1993
Job Finance Director
Industry Accounting
Experience
Robert Half Management Resources June 2015 - Present
Taylor April 2014 - March 2015
Naked Communications January 2012 - February 2014
Interbrand January 2009 - March 2011
Interbrand January 2008 - December 2008
Young & Rubicam Group March 2004 - October 2007
Giraldi Media April 1993 - March 2004
Bear Stearns June 1986 - April 1993
EY June 1983 - June 1986
Skills
Excel (Pivots, Lookups), PowerPoint, Hyperion, Donovan, Maconomy, SalesLogix, Financial Analysis, Account Reconciliation, General Ledger, Revenue Recognition, Financial Statements, Accruals, Project Accounting, Balance Sheet, Expenses, Monthly Close, Payroll, Accounting
Education
Fordham University 1979 — 1983
Bachelor's degree, Accounting
Robert Half Management Resources June 2015 - Present
Taylor April 2014 - March 2015
Naked Communications January 2012 - February 2014
Interbrand January 2009 - March 2011
Interbrand January 2008 - December 2008
Young & Rubicam Group March 2004 - October 2007
Giraldi Media April 1993 - March 2004
Bear Stearns June 1986 - April 1993
EY June 1983 - June 1986
Skills
Excel (Pivots, Lookups), PowerPoint, Hyperion, Donovan, Maconomy, SalesLogix, Financial Analysis, Account Reconciliation, General Ledger, Revenue Recognition, Financial Statements, Accruals, Project Accounting, Balance Sheet, Expenses, Monthly Close, Payroll, Accounting
Education
Fordham University 1979 — 1983
Bachelor's degree, Accounting
Nadi Penjarla Nadi Penjarla's Bear Stearns Experience 2007 - 2008
Job Head of Product (GC) at Bloomberg Government
Industry Information Technology and Services
Experience
Bloomberg Government 2014 - Present
Wyle (US Army) 2013 - 2014
The Center for Public Integrity 2010 - 2012
David's Bridal 2009 - 2010
Bear Stearns 2007 - 2008
MicroStrategy 2004 - 2006
Global Tryst 2003 - 2006
Associated Builders and Contractors 2002 - 2004
Skills
Product Management, Business Strategy, Program Management, Project Management, Financial Analysis, Business Intelligence, Business Analytics
Education
The University of Chicago Booth School of Business
MBA, Finance & Entrepreneurship
George Mason University
MS, Computer Science
Bloomberg Government 2014 - Present
Wyle (US Army) 2013 - 2014
The Center for Public Integrity 2010 - 2012
David's Bridal 2009 - 2010
Bear Stearns 2007 - 2008
MicroStrategy 2004 - 2006
Global Tryst 2003 - 2006
Associated Builders and Contractors 2002 - 2004
Skills
Product Management, Business Strategy, Program Management, Project Management, Financial Analysis, Business Intelligence, Business Analytics
Education
The University of Chicago Booth School of Business
MBA, Finance & Entrepreneurship
George Mason University
MS, Computer Science
Alexandra Dumitru Alexandra Dumitru's Bear Stearns Experience September 2007 - June 2008
Job Novelist & Entrepreneur at Bailouts & Blackouts
Industry Publishing
Experience
Alexandra Dumitru 2008 - Present
Huntington Capital Partners June 2011 - July 2012
Sherman Worldwide Inc. July 2008 - June 2011
Bear Stearns September 2007 - June 2008
Satellite Asset Management May 2005 - January 2006
Citigroup July 2003 - September 2004
GOLDMAN SACHS June 2002 - August 2002
Third Millennium Trading May 2000 - August 2001
Skills
Equities, Fixed Income, Derivatives, Valuation, Hedge Funds, Trading, Emerging Markets, Entrepreneurship, Financial Modeling, Strategy, Investments, Private Equity, Venture Capital, Start-ups, Portfolio Management, Business Development, Analysis, Finance, Strategic Planning
Education
Georgetown University 1998 — 2003
BSFS, B.S. in Foreign Service, Major: International Culture & Politics
Fenwick High School 1994 — 1998
Alexandra Dumitru 2008 - Present
Huntington Capital Partners June 2011 - July 2012
Sherman Worldwide Inc. July 2008 - June 2011
Bear Stearns September 2007 - June 2008
Satellite Asset Management May 2005 - January 2006
Citigroup July 2003 - September 2004
GOLDMAN SACHS June 2002 - August 2002
Third Millennium Trading May 2000 - August 2001
Skills
Equities, Fixed Income, Derivatives, Valuation, Hedge Funds, Trading, Emerging Markets, Entrepreneurship, Financial Modeling, Strategy, Investments, Private Equity, Venture Capital, Start-ups, Portfolio Management, Business Development, Analysis, Finance, Strategic Planning
Education
Georgetown University 1998 — 2003
BSFS, B.S. in Foreign Service, Major: International Culture & Politics
Fenwick High School 1994 — 1998
Lillian Seidman Davis Lillian Seidman Davis's Bear Stearns Experience 1993 - 1993
Job DerivativesCash / SalesTrading: Analysis,Information Aggregation at ICAP
Industry Capital Markets
Experience
ICAP June 2014 - Present
Miller Tabak + Co., LLC October 1995 - April 2014
Bear Stearns 1993 - 1993
O'Connor & Associates 1993 - 1993
Spear Leeds & Kellogg 1993 - 1993
American Stock Exchange 1993 - 1993
Skills
Options, Trading, Equities, Derivatives, Series 7, Bloomberg, Hedge Funds, Options Strategies, Derivatives Trading, Series 63, Trading Strategies, Financial Risk, Financial Markets, Portfolio Management, Youth Mentoring, Investments, Capital Markets, President of NYC..., Option Valuation, Hedging, Proprietary Trading, Alternative Investments, Risk Assessment, Treasurer of NYC..., Member of CNYC Council..., QuickBooks, Tutoring, Equity Trading, Valuation, Risk Management, Trading Systems, ETFs, FINRA, Securities, Equity Derivatives
Education
University of Michigan
Fordham University - Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA)
John Dewey High School
ICAP June 2014 - Present
Miller Tabak + Co., LLC October 1995 - April 2014
Bear Stearns 1993 - 1993
O'Connor & Associates 1993 - 1993
Spear Leeds & Kellogg 1993 - 1993
American Stock Exchange 1993 - 1993
Skills
Options, Trading, Equities, Derivatives, Series 7, Bloomberg, Hedge Funds, Options Strategies, Derivatives Trading, Series 63, Trading Strategies, Financial Risk, Financial Markets, Portfolio Management, Youth Mentoring, Investments, Capital Markets, President of NYC..., Option Valuation, Hedging, Proprietary Trading, Alternative Investments, Risk Assessment, Treasurer of NYC..., Member of CNYC Council..., QuickBooks, Tutoring, Equity Trading, Valuation, Risk Management, Trading Systems, ETFs, FINRA, Securities, Equity Derivatives
Education
University of Michigan
Fordham University - Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA)
John Dewey High School
John Allario John Allario's Bear Stearns Experience 1987 - 1989
Job Vice President Finance at Mint Energy, LLC
Industry Oil & Energy
Experience
Mint Energy, LLC January 2010 - Present
Patriot Energy May 2009 - January 2010
Patriot Energy Group, Inc. October 2006 - April 2009
Sempra Energy Trading Corp November 2002 - February 2006
Sempra Commodities 2001 - 2006
Enron Corp. October 1995 - December 2001
Enron North America 1999 - 2000
Bear Stearns 1987 - 1989
Ernst & Young October 1985 - December 1986
Skills
Operations Management, Risk, Energy, Risk Management, Risk Assessment, Credit, Modeling, Negotiation, Structured Finance, Financial Modeling, Hedging, Due Diligence, Financial Analysis, Valuation, Credit Risk, New Business Development, Natural Gas, Mergers & Acquisitions, Financial Risk, Commodity, Trading, Commodity Markets, Portfolio Management, Business Development, Analysis, Energy Markets, Options, Investments, Entrepreneurship, Market Risk, Project Finance, Fixed Income, Corporate Finance, Finance, Electricity Markets, Commodity Risk...
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA
Georgetown University - The McDonough School of Business 1981 — 1985
BSBA
Mint Energy, LLC January 2010 - Present
Patriot Energy May 2009 - January 2010
Patriot Energy Group, Inc. October 2006 - April 2009
Sempra Energy Trading Corp November 2002 - February 2006
Sempra Commodities 2001 - 2006
Enron Corp. October 1995 - December 2001
Enron North America 1999 - 2000
Bear Stearns 1987 - 1989
Ernst & Young October 1985 - December 1986
Skills
Operations Management, Risk, Energy, Risk Management, Risk Assessment, Credit, Modeling, Negotiation, Structured Finance, Financial Modeling, Hedging, Due Diligence, Financial Analysis, Valuation, Credit Risk, New Business Development, Natural Gas, Mergers & Acquisitions, Financial Risk, Commodity, Trading, Commodity Markets, Portfolio Management, Business Development, Analysis, Energy Markets, Options, Investments, Entrepreneurship, Market Risk, Project Finance, Fixed Income, Corporate Finance, Finance, Electricity Markets, Commodity Risk...
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA
Georgetown University - The McDonough School of Business 1981 — 1985
BSBA
Gerry Dorros Gerry Dorros's Bear Stearns Experience 1996 - 2002
Job Senior Vice President at CoVant Management, Inc.
Industry Venture Capital & Private Equity
Experience
CoVant Management, Inc. June 2006 - Present
LGS Innovations March 2014 - Present
A-T Solutions February 2008 - May 2015
Buchanan & Edwards November 2012 - December 2014
Anteon Corporation October 2002 - June 2006
Bear Stearns 1996 - 2002
Prudential Securities 1993 - 1996
Lazard Freres & Co. 1986 - 1991
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Union College 1981 — 1985
BS, Industrial Economics
George Mason University 2010 — 2010
Certificate of Completion -- Contracting with the Federal Government Certificate Program, Government Contracting
CoVant Management, Inc. June 2006 - Present
LGS Innovations March 2014 - Present
A-T Solutions February 2008 - May 2015
Buchanan & Edwards November 2012 - December 2014
Anteon Corporation October 2002 - June 2006
Bear Stearns 1996 - 2002
Prudential Securities 1993 - 1996
Lazard Freres & Co. 1986 - 1991
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Union College 1981 — 1985
BS, Industrial Economics
George Mason University 2010 — 2010
Certificate of Completion -- Contracting with the Federal Government Certificate Program, Government Contracting
Jaimee Roberts's Bear Stearns Experience November 2003 - July 2007
Job Vice President of Corporate Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
Geller & Company July 2007 - July 2011
Bear Stearns November 2003 - July 2007
The Hartford 1999 - 2003
Ernst & Young LLP 1994 - 1999
Skills
Financial Modeling, SEC filings, CPA, Financial Analysis, Finance, Strategic Financial..., Financial Reporting, Variance Analysis, Managerial Finance, Auditing, US GAAP, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Financial Planning, SEC Filings, Management
Education
Fordham Gabelli School of Business 2004 — 2009
MBA, Finance
Orville H. Platt High School
Honors Program
University of Hartford
BSBA, Accounting
Morgan Stanley August 2011 - Present
Geller & Company July 2007 - July 2011
Bear Stearns November 2003 - July 2007
The Hartford 1999 - 2003
Ernst & Young LLP 1994 - 1999
Skills
Financial Modeling, SEC filings, CPA, Financial Analysis, Finance, Strategic Financial..., Financial Reporting, Variance Analysis, Managerial Finance, Auditing, US GAAP, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Financial Planning, SEC Filings, Management
Education
Fordham Gabelli School of Business 2004 — 2009
MBA, Finance
Orville H. Platt High School
Honors Program
University of Hartford
BSBA, Accounting
Rodrigo Ocejo Rodrigo Ocejo's Bear Stearns Experience April 2003 - May 2007
Job Founder & CEO at Kuspit Casa de Bolsa, SA de CV
Industry Financial Services
Experience
Kuspit Casa de Bolsa, SA de CV March 2010 - Present
Zagax Capital, LLC June 2007 - Present
Bear Stearns April 2003 - May 2007
ABN AMRO April 2001 - March 2003
Cintra (Holding of Aeromexico & Mexicana) December 1999 - March 2001
Ministry of Finance (Mexico) May 1995 - November 1999
Petróleos Mexicanos (Pemex) October 1994 - April 1995
Skills
Entrepreneurship, Start-ups, Fixed Income, Debt Management, Alternative Investments, Software Development, Software Design, Entrepreneurship..., Financial Education, Financial Engineering, Financial Expertise, Debt Restructuring, Online Trading, Web Design, User Interface Design
Education
Stanford University 1992 — 1994
MS, Operations Research
Fundación Universidad de las Américas, Puebla, A.C. 1987 — 1992
BS, Industrial Engineering
Kuspit Casa de Bolsa, SA de CV March 2010 - Present
Zagax Capital, LLC June 2007 - Present
Bear Stearns April 2003 - May 2007
ABN AMRO April 2001 - March 2003
Cintra (Holding of Aeromexico & Mexicana) December 1999 - March 2001
Ministry of Finance (Mexico) May 1995 - November 1999
Petróleos Mexicanos (Pemex) October 1994 - April 1995
Skills
Entrepreneurship, Start-ups, Fixed Income, Debt Management, Alternative Investments, Software Development, Software Design, Entrepreneurship..., Financial Education, Financial Engineering, Financial Expertise, Debt Restructuring, Online Trading, Web Design, User Interface Design
Education
Stanford University 1992 — 1994
MS, Operations Research
Fundación Universidad de las Américas, Puebla, A.C. 1987 — 1992
BS, Industrial Engineering
Dan Meade Dan Meade's Bear Stearns Experience 1999 - 2005
Job Apollo Global Management
Industry Financial Services
Experience
Apollo Global Management LLC November 2012 - Present
Pomona Capital January 2012 - November 2012
Eaton Partners July 2008 - January 2012
Cramer Rosenthal McGlynn 2006 - 2008
Monness, Crespi, Hardt December 2005 - December 2006
Bear Stearns 1999 - 2005
Education
Georgetown University 1995 — 1999
BA, Philosophy
The American School in London 1990 — 1994
High School
Apollo Global Management LLC November 2012 - Present
Pomona Capital January 2012 - November 2012
Eaton Partners July 2008 - January 2012
Cramer Rosenthal McGlynn 2006 - 2008
Monness, Crespi, Hardt December 2005 - December 2006
Bear Stearns 1999 - 2005
Education
Georgetown University 1995 — 1999
BA, Philosophy
The American School in London 1990 — 1994
High School
Samantha Lukaszeski Samantha Lukaszeski's Bear Stearns Experience February 2005 - July 2006
Job AML Analyst at Bank of New York Mellon
Industry Banking
Experience
BNY Mellon September 2006 - March 2010
BNY Mellon September 2006 - March 2010
Bear Stearns February 2005 - July 2006
Porzio Bromberg August 2004 - January 2005
Kaye Scholer June 2004 - July 2004
Skadden Arps February 2004 - June 2004
Skills
Research, Investigation, Outlook, Banking, Excel, FINRA, Customer Relations, AML, Securities, Compliance, Microsoft Office, Due Diligence, Risk, SEC reporting, Risk Management, Legal Research, Risk Assessment, Lotus Notes, Analysis, Financial Analysis, OFAC, Access, USA PATRIOT Act, Westlaw, BSA, Fraud, KYC, Investigations
Education
Fordham University 1999 — 2003
Sociology/Psychology, Criminal Justice
Fordham University
Bachelors of Arts, Sociology; 2003
BNY Mellon September 2006 - March 2010
BNY Mellon September 2006 - March 2010
Bear Stearns February 2005 - July 2006
Porzio Bromberg August 2004 - January 2005
Kaye Scholer June 2004 - July 2004
Skadden Arps February 2004 - June 2004
Skills
Research, Investigation, Outlook, Banking, Excel, FINRA, Customer Relations, AML, Securities, Compliance, Microsoft Office, Due Diligence, Risk, SEC reporting, Risk Management, Legal Research, Risk Assessment, Lotus Notes, Analysis, Financial Analysis, OFAC, Access, USA PATRIOT Act, Westlaw, BSA, Fraud, KYC, Investigations
Education
Fordham University 1999 — 2003
Sociology/Psychology, Criminal Justice
Fordham University
Bachelors of Arts, Sociology; 2003
Kevin Green Kevin Green's Bear Stearns Experience 2003 - 2008
Job Head of Global Market Data at York Capital Management
Industry Financial Services
Experience
York Capital Management 2012 - Present
Citi 2009 - June 2012
Interactive Data 2008 - 2009
Bear Stearns 2003 - 2008
Telerate 2001 - 2003
Skills
Market Data, Electronic Trading, Trading Systems, Fixed Income, Bloomberg, Equities, Capital Markets, Trading, Reference Data, Back Office, Financial Markets, Portfolio Management, Corporate Actions, Securities, Asset Managment, Middle Office, Equity Trading, Bloomberg Terminal, Derivatives, Options, Hedge Funds, Investment Banking, FX Options, Equity Derivatives, Credit Derivatives, Low Latency, Prime Brokerage, Financial Services, Alternative Investments, Exchange Connectivity, Bonds, Market Risk, Asset Management
Education
Fordham University
BS, Finance
Fordham University - Graduate School of Business Administration
MBA, Information Technology
York Capital Management 2012 - Present
Citi 2009 - June 2012
Interactive Data 2008 - 2009
Bear Stearns 2003 - 2008
Telerate 2001 - 2003
Skills
Market Data, Electronic Trading, Trading Systems, Fixed Income, Bloomberg, Equities, Capital Markets, Trading, Reference Data, Back Office, Financial Markets, Portfolio Management, Corporate Actions, Securities, Asset Managment, Middle Office, Equity Trading, Bloomberg Terminal, Derivatives, Options, Hedge Funds, Investment Banking, FX Options, Equity Derivatives, Credit Derivatives, Low Latency, Prime Brokerage, Financial Services, Alternative Investments, Exchange Connectivity, Bonds, Market Risk, Asset Management
Education
Fordham University
BS, Finance
Fordham University - Graduate School of Business Administration
MBA, Information Technology
Peter Nesvold, CFA Peter Nesvold, CFA's Bear Stearns Experience 2002 - 2008
Job Managing Director and Head of Strategic Initiatives, Silver Lane Advisors
Industry Investment Management
Experience
Silver Lane Advisors August 2013 - Present
New York Society of Security Analysts (NYSSA) December 2014 - Present
ACT Research September 2013 - Present
Jefferies & Company October 2010 - July 2013
Lazard Asset Management 2008 - October 2010
Bear Stearns 2002 - 2008
Columbus Capital Co., LLC 2000 - 2002
Skills
Private Equity, Equity Research, LBO, Mergers, Valuation, Equities, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Finance, Economics, Restructuring, Bloomberg, Structured Finance, Investment Banking, Mutual Funds, Fixed Income, Capital Markets, Alternative Investments, Trading, Emerging Markets, Asset Management
Education
University of Pennsylvania 1989 — 1993
BA, Economics
Fordham University School of Law 1994 — 1997
JD, Tax, finance
Silver Lane Advisors August 2013 - Present
New York Society of Security Analysts (NYSSA) December 2014 - Present
ACT Research September 2013 - Present
Jefferies & Company October 2010 - July 2013
Lazard Asset Management 2008 - October 2010
Bear Stearns 2002 - 2008
Columbus Capital Co., LLC 2000 - 2002
Skills
Private Equity, Equity Research, LBO, Mergers, Valuation, Equities, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Finance, Economics, Restructuring, Bloomberg, Structured Finance, Investment Banking, Mutual Funds, Fixed Income, Capital Markets, Alternative Investments, Trading, Emerging Markets, Asset Management
Education
University of Pennsylvania 1989 — 1993
BA, Economics
Fordham University School of Law 1994 — 1997
JD, Tax, finance
Eugene Gorman Eugene Gorman's Bear Stearns Experience 1995 - 2008
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2009 - Present
NYFIX June 2008 - September 2009
Bear Stearns 1995 - 2008
BlackRock Financial Management 1992 - 1995
Davis Polk & Wardwell July 1986 - November 1992
Philon, Inc July 1984 - July 1986
Skills
Unix, Disaster Recovery, Infrastructure, Enterprise Architecture, Servers, Leadership, SDLC, Vendor Management
Education
Kaplan University 2006 — 2009
Bachelor's Degree, Information Technology
Kaplan University 2004 — 2009
Bachelors, Computer Science
Fordham University 1985 — 1987
St. Francis College 1980 — 1981
JP Morgan Chase September 2009 - Present
NYFIX June 2008 - September 2009
Bear Stearns 1995 - 2008
BlackRock Financial Management 1992 - 1995
Davis Polk & Wardwell July 1986 - November 1992
Philon, Inc July 1984 - July 1986
Skills
Unix, Disaster Recovery, Infrastructure, Enterprise Architecture, Servers, Leadership, SDLC, Vendor Management
Education
Kaplan University 2006 — 2009
Bachelor's Degree, Information Technology
Kaplan University 2004 — 2009
Bachelors, Computer Science
Fordham University 1985 — 1987
St. Francis College 1980 — 1981
Julie Ader Julie Ader's Bear Stearns Experience May 1997 - February 2003
Job
Industry
Experience
Bear Stearns May 1997 - February 2003
Citi June 1990 - July 1996
Education
NYU Stern School of Business 1995 — 1997
MBA, Finance
Fordham University
BS, Finance
Bear Stearns May 1997 - February 2003
Citi June 1990 - July 1996
Education
NYU Stern School of Business 1995 — 1997
MBA, Finance
Fordham University
BS, Finance
Christopher Young, JD, CFA Christopher Young, JD, CFA's Bear Stearns Experience August 1998 - May 2001
Job Managing Director, Head of Contested Situations at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2010 - Present
Institutional Shareholder Services February 2004 - June 2010
Bear Stearns August 1998 - May 2001
Sullivan & Cromwell August 1996 - August 1998
White & Case August 1995 - December 1996
Sumitomo Mitsui Banking Corporation June 1990 - August 1992
Skills
Corporate Governance, Capital Markets, Due Diligence, Equities, Hedge Funds, Mergers, Investment Banking, Valuation, Corporate Finance, Securities, Private Equity, M, Alternative Investments, Asset Management, Investments, IPO, Investor Relations, Securities Regulation, Financial Modeling, Financial Markets, LBO, Mutual Funds, Equity Research, Corporate Law, Finance, Banking, Series 7, Equity Valuation, Corporate Actions, Emerging Markets, Mergers & Acquisitions, M&A experience, Venture Capital, Financial Structuring, Private Placements
Education
Boston University School of Law, magna cum laude 1992 — 1995
JD, Law
Georgetown University 1986 — 1990
BSFS, Foreign Service
East Greenwich High School 1982 — 1986
Credit Suisse June 2010 - Present
Institutional Shareholder Services February 2004 - June 2010
Bear Stearns August 1998 - May 2001
Sullivan & Cromwell August 1996 - August 1998
White & Case August 1995 - December 1996
Sumitomo Mitsui Banking Corporation June 1990 - August 1992
Skills
Corporate Governance, Capital Markets, Due Diligence, Equities, Hedge Funds, Mergers, Investment Banking, Valuation, Corporate Finance, Securities, Private Equity, M, Alternative Investments, Asset Management, Investments, IPO, Investor Relations, Securities Regulation, Financial Modeling, Financial Markets, LBO, Mutual Funds, Equity Research, Corporate Law, Finance, Banking, Series 7, Equity Valuation, Corporate Actions, Emerging Markets, Mergers & Acquisitions, M&A experience, Venture Capital, Financial Structuring, Private Placements
Education
Boston University School of Law, magna cum laude 1992 — 1995
JD, Law
Georgetown University 1986 — 1990
BSFS, Foreign Service
East Greenwich High School 1982 — 1986
Vic Bulzacchelli Vic Bulzacchelli's Bear Stearns Experience January 2000 - June 2008
Job Director at Citi
Industry Banking
Experience
Citi September 2013 - Present
Federal Reserve Bank of New York November 2011 - September 2013
Goldman Sachs August 2010 - October 2011
Goldman Sachs March 2009 - July 2010
JPMorgan Chase July 2008 - February 2009
Bear Stearns January 2000 - June 2008
Bank of Tokyo-Mitsubishi 1991 - 1999
Bank of New York 1987 - 1991
Skills
Credit Risk, Corporate Finance, Client Relationship..., Fixed Income, Capital Markets, Credit Derivatives, Leveraged Finance, Structured Products, High Yield, Hedge Funds, Derivatives, Structured Finance, Credit Analysis, Investment Banking, Credit, Securitization, CDS, Portfolio Management, Valuation, CRM, Risk Management, Financial Risk, Financial Modeling, Banking, Loans, Financial Structuring, Investments, Trading, Financial Services, Finance, Mergers & Acquisitions, Financial Analysis, Management, Commercial Banking, Bloomberg, Due Diligence, Financial Markets, Strategy
Education
Fordham Gabelli School of Business 1983 — 1987
MBA, Business Administration
Rider University 1977 — 1981
Bachelor of Science, Accounting
Citi September 2013 - Present
Federal Reserve Bank of New York November 2011 - September 2013
Goldman Sachs August 2010 - October 2011
Goldman Sachs March 2009 - July 2010
JPMorgan Chase July 2008 - February 2009
Bear Stearns January 2000 - June 2008
Bank of Tokyo-Mitsubishi 1991 - 1999
Bank of New York 1987 - 1991
Skills
Credit Risk, Corporate Finance, Client Relationship..., Fixed Income, Capital Markets, Credit Derivatives, Leveraged Finance, Structured Products, High Yield, Hedge Funds, Derivatives, Structured Finance, Credit Analysis, Investment Banking, Credit, Securitization, CDS, Portfolio Management, Valuation, CRM, Risk Management, Financial Risk, Financial Modeling, Banking, Loans, Financial Structuring, Investments, Trading, Financial Services, Finance, Mergers & Acquisitions, Financial Analysis, Management, Commercial Banking, Bloomberg, Due Diligence, Financial Markets, Strategy
Education
Fordham Gabelli School of Business 1983 — 1987
MBA, Business Administration
Rider University 1977 — 1981
Bachelor of Science, Accounting
Carmen Kohn's Bear Stearns Experience August 1997 - December 1999
Job Owner of CK Choice Fitness
Industry Health, Wellness and Fitness
Experience
CK Choice Fitness 2011 - Present
Xcelerated Results January 2012 - January 2015
Bear Stearns August 1997 - December 1999
Morgan Stanley Dean Witter August 1994 - August 1997
KPMG US September 1989 - August 1994
Skills
Personal Training, Financial Reporting, Wellness Coaching, Boot Camp, Weight, Endurance, Strength Training, Fitness Training, Wellness, Fitness, Nutrition, Nutritional Counseling, Functional Training, Weight Training, Lifestyle, Coaching
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
Pace University-New York
BBA, Public Accounting
CK Choice Fitness 2011 - Present
Xcelerated Results January 2012 - January 2015
Bear Stearns August 1997 - December 1999
Morgan Stanley Dean Witter August 1994 - August 1997
KPMG US September 1989 - August 1994
Skills
Personal Training, Financial Reporting, Wellness Coaching, Boot Camp, Weight, Endurance, Strength Training, Fitness Training, Wellness, Fitness, Nutrition, Nutritional Counseling, Functional Training, Weight Training, Lifestyle, Coaching
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
Pace University-New York
BBA, Public Accounting
David Baine David Baine's Bear Stearns Experience November 2007 - August 2008
Job Associate, Sourcing at RCP Advisors
Industry Venture Capital & Private Equity
Experience
RCP Advisors April 2013 - Present
Business Connect China February 2011 - March 2013
Pacific Epoch October 2008 - February 2011
Bear Stearns November 2007 - August 2008
Skills
Equities, Investments, Equity Research, Hedge Funds, Investment Banking, Asset Management, Private Equity, Financial Markets, Securities
Education
Fordham University 2003 — 2007
Bacherlor of Arts, History and Business
Syracuse University Abroad Program - Florence, Italy 2006 — 2006
Arts and Science, History
Loyola Academy 2000 — 2003
RCP Advisors April 2013 - Present
Business Connect China February 2011 - March 2013
Pacific Epoch October 2008 - February 2011
Bear Stearns November 2007 - August 2008
Skills
Equities, Investments, Equity Research, Hedge Funds, Investment Banking, Asset Management, Private Equity, Financial Markets, Securities
Education
Fordham University 2003 — 2007
Bacherlor of Arts, History and Business
Syracuse University Abroad Program - Florence, Italy 2006 — 2006
Arts and Science, History
Loyola Academy 2000 — 2003
Peter Bremberg Peter Bremberg's Bear Stearns Experience July 2006 - June 2008
Job Director at BNP Paribas, Prime Brokerage & Securities Finance
Industry Financial Services
Experience
BNP Paribas March 2015 - Present
BNP Paribas July 2010 - Present
IFMR Capital July 2008 - July 2010
Bear Stearns July 2006 - June 2008
Bear Stearns 2004 - 2005
Skills
Hedge Funds, Equities, Capital Markets, Alternative Investments, Fixed Income, Derivatives, Corporate Finance, Investments, Prime Brokerage, Asset Managment, Investor Relations, Financial Analysis, High Yield, Structured Finance, Credit
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Financial Instruments
Franciscan University of Steubenville 2001 — 2006
BA, Philosophy, Finance
BNP Paribas March 2015 - Present
BNP Paribas July 2010 - Present
IFMR Capital July 2008 - July 2010
Bear Stearns July 2006 - June 2008
Bear Stearns 2004 - 2005
Skills
Hedge Funds, Equities, Capital Markets, Alternative Investments, Fixed Income, Derivatives, Corporate Finance, Investments, Prime Brokerage, Asset Managment, Investor Relations, Financial Analysis, High Yield, Structured Finance, Credit
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Financial Instruments
Franciscan University of Steubenville 2001 — 2006
BA, Philosophy, Finance
Glenn Rosenberg Glenn Rosenberg's Bear Stearns Experience 1987 - 1991
Job Product Director at EBS
Industry Financial Services
Experience
EBS February 2015 - Present
360T July 2013 - December 2014
Bridgetrade LLC May 2009 - July 2013
Societe Generale 1998 - 2009
National Australia Bank 1996 - 1998
Harris Trust and Savings Bank / Bank of Montreal 1991 - 1995
Bear Stearns 1987 - 1991
Skills
Trading, Asset Management, FX Options, Options, Credit, Foreign Exchange, Financial Markets, Currency, Derivatives, Hedge Funds, Prime Brokerage, Electronic Trading, Capital Markets, Fixed Income, Trading Systems
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Finance
Union College 1978 — 1982
BA, Economics and Political Science
EBS February 2015 - Present
360T July 2013 - December 2014
Bridgetrade LLC May 2009 - July 2013
Societe Generale 1998 - 2009
National Australia Bank 1996 - 1998
Harris Trust and Savings Bank / Bank of Montreal 1991 - 1995
Bear Stearns 1987 - 1991
Skills
Trading, Asset Management, FX Options, Options, Credit, Foreign Exchange, Financial Markets, Currency, Derivatives, Hedge Funds, Prime Brokerage, Electronic Trading, Capital Markets, Fixed Income, Trading Systems
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Finance
Union College 1978 — 1982
BA, Economics and Political Science
Yohan Delossantos Yohan Delossantos's Bear Stearns Experience 1998 - 1998
Job Market Data Engineer at UBS
Industry Financial Services
Experience
UBS Market Data Infra ServicesUBS Investment Bank1998 - Present
UBS 1998 - Present
Perot Systems 2001 - 2006
Perot Systems 2001 - 2006
Rich Inc. 1997 - 1999
Bear Stearns 1998 - 1998
Skills
Trading Systems, Market Data, RMDS, Low Latency, Solaris, Bloomberg, Equities, Unix, Vendor Management
Education
Fordham University 1992 — 1996
UBS Market Data Infra ServicesUBS Investment Bank1998 - Present
UBS 1998 - Present
Perot Systems 2001 - 2006
Perot Systems 2001 - 2006
Rich Inc. 1997 - 1999
Bear Stearns 1998 - 1998
Skills
Trading Systems, Market Data, RMDS, Low Latency, Solaris, Bloomberg, Equities, Unix, Vendor Management
Education
Fordham University 1992 — 1996
Chip Murphy Chip Murphy's Bear Stearns Experience April 1985 - October 2000
Job Senior Institutional Sales at Quattro M Securities
Industry Hospital & Health Care
Experience
Quattro M Securities September 2015 - Present
Live Circle May 2014 - Present
LabCorp September 2011 - April 2014
Sankaty Trading LLC January 2010 - September 2011
Point Clear Value Partners October 2008 - December 2009
CJM Securities November 2000 - October 2008
CJM Securities, Inc November 2000 - October 2008
Bear Stearns & Co., Inc September 1995 - October 2000
Bear Hunter Specialists September 1995 - October 2000
Bear Stearns April 1985 - October 2000
Skills
Healthcare, Strategic Planning, Equities, Trading, Securities, CRM, Hedge Funds, Management, Business Development, Fixed Income, Portfolio Management, Financial Services, Investments, Asset Management, Risk Management, Mutual Funds, Sales, Series 7, Series 63, Capital Markets, Strategy, New Business Development
Education
Franklin & Marshall College 1980 — 1984
BA, History
Bergen Catholic High School 1976 — 1980
Quattro M Securities September 2015 - Present
Live Circle May 2014 - Present
LabCorp September 2011 - April 2014
Sankaty Trading LLC January 2010 - September 2011
Point Clear Value Partners October 2008 - December 2009
CJM Securities November 2000 - October 2008
CJM Securities, Inc November 2000 - October 2008
Bear Stearns & Co., Inc September 1995 - October 2000
Bear Hunter Specialists September 1995 - October 2000
Bear Stearns April 1985 - October 2000
Skills
Healthcare, Strategic Planning, Equities, Trading, Securities, CRM, Hedge Funds, Management, Business Development, Fixed Income, Portfolio Management, Financial Services, Investments, Asset Management, Risk Management, Mutual Funds, Sales, Series 7, Series 63, Capital Markets, Strategy, New Business Development
Education
Franklin & Marshall College 1980 — 1984
BA, History
Bergen Catholic High School 1976 — 1980
Jordan Yaruss Jordan Yaruss's Bear Stearns Experience 2001 - 2002
Job AS in Biomedical Engineering Technology
Industry Biotechnology
Experience
Danbury Hospital June 2014 - Present
PowerPoint Services 2005 - 2014
JPMorgan Chase 2002 - 2005
Bear Stearns 2001 - 2002
JPMorgan 1999 - 2001
City Parks Foundation 1996 - 1998
Skills
PowerPoint, Photoshop, Illustrator, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Graphs, Adobe Acrobat, Graphic Design, Adobe Creative Suite, Marketing, Budgets, InDesign, Advertising, Online Marketing, Dreamweaver, Logic Pro, Social Media Marketing, Photography, Web Design, Social Networking, Marketing Strategy, Mac, Excel, Word, Animation, Marketing Communications, Online Advertising, Multisim, NI LabVIEW, Electronics, Biomedical Engineering, Biomedical Devices, Biomedical Electronics, Troubleshooting, Technical Support, Healthcare Information..., Information Technology
Education
Gateway Community College 2012 — 2014
Associate of Science (AS), Biomedical Technology/Technician, Electronics Technician Certificate, 3.96
Institute of Audio Research 1999 — 2000
Audio Recording and Production, 4.0
University of Massachusetts, Amherst 1995 — 1999
BA, Psychology, 3.93
Danbury Hospital June 2014 - Present
PowerPoint Services 2005 - 2014
JPMorgan Chase 2002 - 2005
Bear Stearns 2001 - 2002
JPMorgan 1999 - 2001
City Parks Foundation 1996 - 1998
Skills
PowerPoint, Photoshop, Illustrator, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Graphs, Adobe Acrobat, Graphic Design, Adobe Creative Suite, Marketing, Budgets, InDesign, Advertising, Online Marketing, Dreamweaver, Logic Pro, Social Media Marketing, Photography, Web Design, Social Networking, Marketing Strategy, Mac, Excel, Word, Animation, Marketing Communications, Online Advertising, Multisim, NI LabVIEW, Electronics, Biomedical Engineering, Biomedical Devices, Biomedical Electronics, Troubleshooting, Technical Support, Healthcare Information..., Information Technology
Education
Gateway Community College 2012 — 2014
Associate of Science (AS), Biomedical Technology/Technician, Electronics Technician Certificate, 3.96
Institute of Audio Research 1999 — 2000
Audio Recording and Production, 4.0
University of Massachusetts, Amherst 1995 — 1999
BA, Psychology, 3.93
Carmen Guerra Carmen Guerra's Bear Stearns Experience 2000 - 2007
Job Senior Project Manager IT at Sabre Holdings
Industry Information Technology and Services
Experience
Sabre Holdings February 2013 - Present
Cook Children's Health Care System April 2011 - February 2013
Matheson Tri-Gas November 2009 - April 2011
Workforce Solutions for North Central Texas May 2008 - November 2008
American Airlines September 2007 - May 2008
Bear Stearns 2000 - 2007
The LAN Company 1997 - 2000
Skills
Process Improvement, Program Management, Vendor Management, Business Analysis, SDLC, Software Documentation, Software Project..., MS Project, IT Management, Troubleshooting, Requirements Analysis, Project Management, Project Planning, Software Development, Business Process..., Microsoft Office, SharePoint, Access, Data Analysis, Business Intelligence, Databases, Budgets, Customer Service, Business Process, IT Strategy, SQL, ERP, System Administration, Microsoft SQL Server, Data Center, IT Operations, Security, Data Warehousing, Enterprise Architecture, Information Technology, Healthcare Information..., Disaster Recovery, Cross-functional Team..., PMO, Requirements Gathering, Team Leadership, Programme Office, Integration, Project Portfolio..., Systems Analysis, PMP, ITIL, Resource Management, IT Service Management, Visio
Education
Fordham University 1997 — 2000
BS, Computer Science
Sabre Holdings February 2013 - Present
Cook Children's Health Care System April 2011 - February 2013
Matheson Tri-Gas November 2009 - April 2011
Workforce Solutions for North Central Texas May 2008 - November 2008
American Airlines September 2007 - May 2008
Bear Stearns 2000 - 2007
The LAN Company 1997 - 2000
Skills
Process Improvement, Program Management, Vendor Management, Business Analysis, SDLC, Software Documentation, Software Project..., MS Project, IT Management, Troubleshooting, Requirements Analysis, Project Management, Project Planning, Software Development, Business Process..., Microsoft Office, SharePoint, Access, Data Analysis, Business Intelligence, Databases, Budgets, Customer Service, Business Process, IT Strategy, SQL, ERP, System Administration, Microsoft SQL Server, Data Center, IT Operations, Security, Data Warehousing, Enterprise Architecture, Information Technology, Healthcare Information..., Disaster Recovery, Cross-functional Team..., PMO, Requirements Gathering, Team Leadership, Programme Office, Integration, Project Portfolio..., Systems Analysis, PMP, ITIL, Resource Management, IT Service Management, Visio
Education
Fordham University 1997 — 2000
BS, Computer Science
Patrick O'Meara Patrick O'Meara's Bear Stearns Experience July 1998 - September 1999
Job President at Inveniam Capital
Industry Financial Services
Experience
Inveniam Capital August 2015 - Present
University of Mary July 2014 - August 2015
O'Meara, Ferguson, Whelan, and Conway, Inc. August 2000 - June 2014
Pontifical Faculty of the Immaculate Conception 2006 - 2014
Bear Stearns July 1998 - September 1999
Raymond James Financial Inc. June 1997 - June 1998
Skills
Fundraising, Public Speaking, Leadership Development, Stewardship, Strategic Consulting, Board Development, Organizational..., Balance Sheet, Structured Finance, Municipal Bonds, Investment Management, Business Strategy, Philanthropy, Non-profit..., Community Outreach, Management Consulting, Organizational..., Portfolio Management, Social Media, Strategic Communications, Teaching, Team Building, Volunteer Management, Conflict Resolution, Event Planning, Entrepreneurship, Strategic Planning, Leadership
Education
Franciscan University of Steubenville 1991 — 1995
Bachelor of Science (BS), Philosophy
Franciscan University of Steubenville 1991 — 1995
Theology/Theological Studies
Paul VI HS 1987 — 1990
Inveniam Capital August 2015 - Present
University of Mary July 2014 - August 2015
O'Meara, Ferguson, Whelan, and Conway, Inc. August 2000 - June 2014
Pontifical Faculty of the Immaculate Conception 2006 - 2014
Bear Stearns July 1998 - September 1999
Raymond James Financial Inc. June 1997 - June 1998
Skills
Fundraising, Public Speaking, Leadership Development, Stewardship, Strategic Consulting, Board Development, Organizational..., Balance Sheet, Structured Finance, Municipal Bonds, Investment Management, Business Strategy, Philanthropy, Non-profit..., Community Outreach, Management Consulting, Organizational..., Portfolio Management, Social Media, Strategic Communications, Teaching, Team Building, Volunteer Management, Conflict Resolution, Event Planning, Entrepreneurship, Strategic Planning, Leadership
Education
Franciscan University of Steubenville 1991 — 1995
Bachelor of Science (BS), Philosophy
Franciscan University of Steubenville 1991 — 1995
Theology/Theological Studies
Paul VI HS 1987 — 1990
Hugh Farrish Hugh Farrish's Bear Stearns Experience 1999 - 1999
Job Senior Product Development Manager at ProShares
Industry Financial Services
Experience
ProShare Advisors, LLC April 2010 - Present
Merrill Lynch September 2007 - April 2010
Sidley Austin LLP September 2006 - September 2007
Office of Senator Mitch McConnell September 2001 - 2003
Bear Stearns 1999 - 1999
Skills
Hedge Funds, Managed Futures, Mutual Funds, ETFs, ETNs, Derivatives, Indexing, Structured Products, Alternative Investments
Education
Fordham University School of Law 2003 — 2006
Doctor of Law (JD)
Washington and Lee University 1996 — 2000
Bachelor of Arts (BA), History
ProShare Advisors, LLC April 2010 - Present
Merrill Lynch September 2007 - April 2010
Sidley Austin LLP September 2006 - September 2007
Office of Senator Mitch McConnell September 2001 - 2003
Bear Stearns 1999 - 1999
Skills
Hedge Funds, Managed Futures, Mutual Funds, ETFs, ETNs, Derivatives, Indexing, Structured Products, Alternative Investments
Education
Fordham University School of Law 2003 — 2006
Doctor of Law (JD)
Washington and Lee University 1996 — 2000
Bachelor of Arts (BA), History
Cara Philippou Baugh Cara Philippou Baugh's Bear Stearns Experience 1989 - 1992
Job Partner at Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP
Industry Law Practice
Experience
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP April 2013 - Present
Marcum LLP June 2010 - March 2013
Davidoff Malito & Hutcher March 2006 - May 2010
Lehman & Eilen LLP 2003 - 2005
Katten Muchin Rosenman LLP 2001 - 2002
Baer Marks & Upham 1999 - 2001
Merrill Lynch 1993 - 1999
Windels Marx Lane & Mittendorf, LLP 1993 - 1993
Windels Marx Lane & Mittendorf, LLP 1993 - 1993
Bear Stearns 1989 - 1992
Skills
Litigation, Bankruptcy, Due Diligence, Mergers, Private Equity, Commercial Litigation, Securities Regulation, Securities, Arbitration, Intellectual Property, Hedge Funds, Legal Research
Education
Fordham University School of Law 1995 — 1999
JD, Law
University at Albany, SUNY 1988 — 1992
BA, Psychology, Sociology, Art History
Polytechnic of North London 1990 — 1990
Study Abroad Program
Fiorello H. LaGuardia HS of Music and Art and the Performing Arts 1984 — 1988
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP April 2013 - Present
Marcum LLP June 2010 - March 2013
Davidoff Malito & Hutcher March 2006 - May 2010
Lehman & Eilen LLP 2003 - 2005
Katten Muchin Rosenman LLP 2001 - 2002
Baer Marks & Upham 1999 - 2001
Merrill Lynch 1993 - 1999
Windels Marx Lane & Mittendorf, LLP 1993 - 1993
Windels Marx Lane & Mittendorf, LLP 1993 - 1993
Bear Stearns 1989 - 1992
Skills
Litigation, Bankruptcy, Due Diligence, Mergers, Private Equity, Commercial Litigation, Securities Regulation, Securities, Arbitration, Intellectual Property, Hedge Funds, Legal Research
Education
Fordham University School of Law 1995 — 1999
JD, Law
University at Albany, SUNY 1988 — 1992
BA, Psychology, Sociology, Art History
Polytechnic of North London 1990 — 1990
Study Abroad Program
Fiorello H. LaGuardia HS of Music and Art and the Performing Arts 1984 — 1988
Michael Dansbury Michael Dansbury's Bear Stearns Experience 2004 - 2008
Job Sr. Product Marketing Mgr (Big Data) at AT&T
Industry Higher Education
Experience
AT&T February 2014 - Present
AT&T March 2013 - February 2014
AT&T May 2012 - March 2013
AT&T July 2011 - May 2012
The Haas School of Business August 2009 - May 2011
Cisco Systems April 2010 - August 2010
Morgan Stanley January 2009 - July 2009
Bear Stearns 2004 - 2008
Skills
Financial Analysis, Competitive Analysis, Cross-functional Team..., Strategy, Management, Entrepreneurship, Financial Modeling, Business Strategy, Analysis, Project Management, Leadership, CRM, Enterprise Software, Sales, Product Marketing, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
MBA, Technology and Entrepreneurship
Fordham University 2000 — 2004
Bachelor of Science in Business Administration, New Media / Finance
AT&T February 2014 - Present
AT&T March 2013 - February 2014
AT&T May 2012 - March 2013
AT&T July 2011 - May 2012
The Haas School of Business August 2009 - May 2011
Cisco Systems April 2010 - August 2010
Morgan Stanley January 2009 - July 2009
Bear Stearns 2004 - 2008
Skills
Financial Analysis, Competitive Analysis, Cross-functional Team..., Strategy, Management, Entrepreneurship, Financial Modeling, Business Strategy, Analysis, Project Management, Leadership, CRM, Enterprise Software, Sales, Product Marketing, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
MBA, Technology and Entrepreneurship
Fordham University 2000 — 2004
Bachelor of Science in Business Administration, New Media / Finance
Paul Rosica Paul Rosica's Bear Stearns Experience February 2003 - June 2008
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2011 - Present
FBR Capital Markets July 2008 - October 2011
Bear Stearns February 2003 - June 2008
Lehman Brothers 2000 - 2003
Bankers Trust 1987 - 2001
Deutsche Bank 1999 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Business
BMO Capital Markets October 2011 - Present
FBR Capital Markets July 2008 - October 2011
Bear Stearns February 2003 - June 2008
Lehman Brothers 2000 - 2003
Bankers Trust 1987 - 2001
Deutsche Bank 1999 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Business
T.C. Robillard T.C. Robillard's Bear Stearns Experience January 1998 - August 1998
Job Vice President, Investor Relations at Hanesbrands Inc.
Industry Consumer Goods
Experience
Hanesbrands Inc. April 2013 - Present
Cbeyond June 2012 - March 2013
LKN Asset April 2011 - June 2012
Signal Hill Capital Group August 2009 - April 2011
Merrill Lynch July 2005 - April 2009
Chilton Investment Company April 2004 - July 2005
Citi August 1998 - July 2003
Bear Stearns January 1998 - August 1998
Deutsche Bank January 1997 - January 1998
Lehman Brothers February 1996 - January 1997
Skills
Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Competitive Analysis, Capital Markets, Idea Marketing, Business Valuation, Equity Valuation, Due Diligence, Investor Relations, Microsoft Excel, PowerPoint, FACTSET, Bloomberg, Capital IQ, Equity Research, High Yield Research, Free Cash Flow, ROIC, WACC, NPV, Budget, Long Range Planning, Capital Structure, Benchmarking, M&A experience, Capital Deployment..., Financial Statements, Industry Trend Analysis
Education
Fordham University 1989 — 1993
BS
Hanesbrands Inc. April 2013 - Present
Cbeyond June 2012 - March 2013
LKN Asset April 2011 - June 2012
Signal Hill Capital Group August 2009 - April 2011
Merrill Lynch July 2005 - April 2009
Chilton Investment Company April 2004 - July 2005
Citi August 1998 - July 2003
Bear Stearns January 1998 - August 1998
Deutsche Bank January 1997 - January 1998
Lehman Brothers February 1996 - January 1997
Skills
Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Competitive Analysis, Capital Markets, Idea Marketing, Business Valuation, Equity Valuation, Due Diligence, Investor Relations, Microsoft Excel, PowerPoint, FACTSET, Bloomberg, Capital IQ, Equity Research, High Yield Research, Free Cash Flow, ROIC, WACC, NPV, Budget, Long Range Planning, Capital Structure, Benchmarking, M&A experience, Capital Deployment..., Financial Statements, Industry Trend Analysis
Education
Fordham University 1989 — 1993
BS
Irena Kucyj, CISSP, CISM Irena Kucyj, CISSP, CISM's Bear Stearns Experience 1992 - 1998
Job Information Security Officer
Industry Financial Services
Experience
Citigroup 2004 - 2014
Goldman Sachs 1998 - 2004
Bear Stearns 1992 - 1998
Skills
Information Security..., Risk Management, Information Security, CISM, Banking, CISSP, Security, Enterprise Software, Financial Services, SDLC
Education
Fordham University
BA, Sociology
Citigroup 2004 - 2014
Goldman Sachs 1998 - 2004
Bear Stearns 1992 - 1998
Skills
Information Security..., Risk Management, Information Security, CISM, Banking, CISSP, Security, Enterprise Software, Financial Services, SDLC
Education
Fordham University
BA, Sociology
Migo Terjanian Migo Terjanian's Bear Stearns Experience May 2002 - October 2005
Job Head of Investor Relations Littlejohn & Co
Industry Financial Services
Experience
Littlejohn & Co September 2015 - Present
H.I.G. Capital March 2013 - August 2015
SAM Sustainable Asset Management August 2009 - March 2013
Credit Suisse Asset Management October 2005 - February 2009
Bear Stearns May 2002 - October 2005
Morgan Stanley 2000 - 2001
ING Barings 1998 - 2000
Skills
Private Equity, Buyouts, LBO, Investor Relations, Asset Managment, Alternative Investments, Investment Management, Hedge Funds, Equities, Emerging Markets, Investments, Trading, Capital Markets, Valuation, Bloomberg, Fixed Income, Derivatives, Portfolio Management, Financial Structuring, Investment Banking, Financial Modeling, Structured Finance, Commodity
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance, General
Villanova University 1994 — 1998
BS, Finance
Littlejohn & Co September 2015 - Present
H.I.G. Capital March 2013 - August 2015
SAM Sustainable Asset Management August 2009 - March 2013
Credit Suisse Asset Management October 2005 - February 2009
Bear Stearns May 2002 - October 2005
Morgan Stanley 2000 - 2001
ING Barings 1998 - 2000
Skills
Private Equity, Buyouts, LBO, Investor Relations, Asset Managment, Alternative Investments, Investment Management, Hedge Funds, Equities, Emerging Markets, Investments, Trading, Capital Markets, Valuation, Bloomberg, Fixed Income, Derivatives, Portfolio Management, Financial Structuring, Investment Banking, Financial Modeling, Structured Finance, Commodity
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance, General
Villanova University 1994 — 1998
BS, Finance
Michael Butler's Bear Stearns Experience May 2006 - March 2008
Job Senior Director at Broadridge Financial Solutions,Inc.
Industry Financial Services
Experience
Broadridge Financial Solutions January 2013 - Present
Q7 Pro Tax Solutions November 2012 - Present
JP Morgan March 2008 - November 2012
Bear Stearns May 2006 - March 2008
J&W Seligman October 2002 - November 2005
Paine Webber June 2000 - October 2002
Merrill Lynch November 1997 - June 2000
AllianceBernstein October 1995 - November 1997
Skills
Hedge Funds, Building Relationships, Mutual Funds, Entrepreneurship, Sales, Marketing, Public Speaking, Real Estate Investor, Creative Solutions, Contract Negotiation, New Business Development, Relationship Management, Salesforce.com, Prime Brokerage, Derivatives, Territory..., Consultative Sales..., Asset Allocation, Series 7, Series 63, Alternative Investments, Equity Derivatives, Scalable Process..., Banking, Fixed Income, Financial Services, Equities, Securities, Capital Markets, Financial Risk, Investment Banking, Portfolio Management, Investment Strategies, Trading Systems, Credit Derivatives, Structured Products, Finance, Trading, Swaps, Venture Capital
Education
Pace University - Lubin School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
Fordham University 1990 — 1994
Bachelor of Science (B.S.), Marketing
Nutley High School 1986 — 1990
Broadridge Financial Solutions January 2013 - Present
Q7 Pro Tax Solutions November 2012 - Present
JP Morgan March 2008 - November 2012
Bear Stearns May 2006 - March 2008
J&W Seligman October 2002 - November 2005
Paine Webber June 2000 - October 2002
Merrill Lynch November 1997 - June 2000
AllianceBernstein October 1995 - November 1997
Skills
Hedge Funds, Building Relationships, Mutual Funds, Entrepreneurship, Sales, Marketing, Public Speaking, Real Estate Investor, Creative Solutions, Contract Negotiation, New Business Development, Relationship Management, Salesforce.com, Prime Brokerage, Derivatives, Territory..., Consultative Sales..., Asset Allocation, Series 7, Series 63, Alternative Investments, Equity Derivatives, Scalable Process..., Banking, Fixed Income, Financial Services, Equities, Securities, Capital Markets, Financial Risk, Investment Banking, Portfolio Management, Investment Strategies, Trading Systems, Credit Derivatives, Structured Products, Finance, Trading, Swaps, Venture Capital
Education
Pace University - Lubin School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
Fordham University 1990 — 1994
Bachelor of Science (B.S.), Marketing
Nutley High School 1986 — 1990
Russ Matthews's Bear Stearns Experience 2004 - 2007
Job
Industry Investment Management
Experience
SCB Global Capital Management, LLC August 2014 - Present
Madison Advisory Group 2013 - 2014
Central Park Group, LLC 2011 - 2013
First Western Capital Management 2009 - 2011
First Western Financial 2007 - 2009
Bear Stearns 2004 - 2007
Oppenheimer & Co. 2002 - 2004
Skills
Hedge Funds, Alternative Investments, Investments, Investment Advisory, Asset Allocation, Securities, Asset Management, Portfolio Management, Private Equity, Mutual Funds, Mergers & Acquisitions, Equities, Wealth Management, New Business Development, Business Strategy, Investment Banking, Series 65, Investment Management
Education
Georgetown University
BSBA, magna cum laude
Université catholique de Louvain
SCB Global Capital Management, LLC August 2014 - Present
Madison Advisory Group 2013 - 2014
Central Park Group, LLC 2011 - 2013
First Western Capital Management 2009 - 2011
First Western Financial 2007 - 2009
Bear Stearns 2004 - 2007
Oppenheimer & Co. 2002 - 2004
Skills
Hedge Funds, Alternative Investments, Investments, Investment Advisory, Asset Allocation, Securities, Asset Management, Portfolio Management, Private Equity, Mutual Funds, Mergers & Acquisitions, Equities, Wealth Management, New Business Development, Business Strategy, Investment Banking, Series 65, Investment Management
Education
Georgetown University
BSBA, magna cum laude
Université catholique de Louvain
Dana Boylan Dana Boylan's Bear Stearns Experience October 2004 - April 2005
Job Unit Chief at Nassau County District Attorney's Office
Industry Legal Services
Experience
Nassau County District Attorney's Office December 2014 - Present
Nassau County District Attorney's Office April 2005 - Present
Bear Stearns October 2004 - April 2005
Goldman Sachs March 1998 - August 2004
Skills
Litigation, Westlaw, Legal Writing, Legal Research, Commercial Litigation, Courts, Criminal Law, Community Development, Community Outreach, Youth Development, Youth Mentoring, Project Planning, Project Management
Education
Fordham Law School
JD, Law
Saint John's University
Nassau County District Attorney's Office December 2014 - Present
Nassau County District Attorney's Office April 2005 - Present
Bear Stearns October 2004 - April 2005
Goldman Sachs March 1998 - August 2004
Skills
Litigation, Westlaw, Legal Writing, Legal Research, Commercial Litigation, Courts, Criminal Law, Community Development, Community Outreach, Youth Development, Youth Mentoring, Project Planning, Project Management
Education
Fordham Law School
JD, Law
Saint John's University
Blake Halperin Blake Halperin's Bear Stearns Experience May 2007 - August 2007
Job Strategy and Operations at Attendant
Industry Venture Capital & Private Equity
Experience
Attendant June 2015 - Present
Discover Capital March 2015 - June 2015
RedCarpetEvents November 2007 - December 2014
MK Technology Global Trade Consulting June 2010 - June 2013
Spark Media June 2010 - June 2013
Plant Cell Technology June 2010 - June 2013
Moinian Group May 2008 - August 2008
Bear Stearns May 2007 - August 2007
glaceau May 2006 - August 2006
Bear Stearns May 2005 - August 2005
Skills
Market Research, Entrepreneurship, Marketing, Start-ups, Business Development, Competitive Analysis, Management, Event Management, Social Media, Public Relations, Leadership, Strategy, Event Planning, Sales, Research, Investments, Analysis, Fundraising, Marketing Communications, Business Strategy, Finance, Management Consulting, Business Planning, Online Marketing, Valuation, Marketing Strategy, Social Media Marketing, New Business Development, Venture Capital, Mergers & Acquisitions, Budgets, Due Diligence, Project Planning, International Business, Private Equity, Promotions, Corporate Development, Strategic Planning, Strategic Partnerships, Mergers, Financial Analysis, Financial Modeling, Emerging Markets, Strategic Consulting, International Relations, Economics, Legal Writing, Legal Research, Operations Management
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
Northwestern University School of Law 2013 — 2016
Juris Doctor (J.D.)
Georgetown University 2006 — 2009
BSFS, Science, Technology, & International Affairs
Horace Mann School 1990 — 2006
High School Diploma
Attendant June 2015 - Present
Discover Capital March 2015 - June 2015
RedCarpetEvents November 2007 - December 2014
MK Technology Global Trade Consulting June 2010 - June 2013
Spark Media June 2010 - June 2013
Plant Cell Technology June 2010 - June 2013
Moinian Group May 2008 - August 2008
Bear Stearns May 2007 - August 2007
glaceau May 2006 - August 2006
Bear Stearns May 2005 - August 2005
Skills
Market Research, Entrepreneurship, Marketing, Start-ups, Business Development, Competitive Analysis, Management, Event Management, Social Media, Public Relations, Leadership, Strategy, Event Planning, Sales, Research, Investments, Analysis, Fundraising, Marketing Communications, Business Strategy, Finance, Management Consulting, Business Planning, Online Marketing, Valuation, Marketing Strategy, Social Media Marketing, New Business Development, Venture Capital, Mergers & Acquisitions, Budgets, Due Diligence, Project Planning, International Business, Private Equity, Promotions, Corporate Development, Strategic Planning, Strategic Partnerships, Mergers, Financial Analysis, Financial Modeling, Emerging Markets, Strategic Consulting, International Relations, Economics, Legal Writing, Legal Research, Operations Management
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
Northwestern University School of Law 2013 — 2016
Juris Doctor (J.D.)
Georgetown University 2006 — 2009
BSFS, Science, Technology, & International Affairs
Horace Mann School 1990 — 2006
High School Diploma
Jason Foss Jason Foss's Bear Stearns Experience 2004 - 2005
Job Corporate Finance | M&A | Life Sciences | Healthcare
Industry Financial Services
Experience
Gryphon Emerging Markets 2011 - 2013
Citigroup 2005 - 2008
Bear Stearns 2004 - 2005
UBS Investment Bank 1999 - 2003
Morgan Stanley 1995 - 1997
Skills
Mergers, Healthcare, Venture Capital, Corporate Finance, Investment Banking, Emerging Markets, Mergers & Acquisitions, Private Equity, Capital Markets, Valuation, Finance, Due Diligence, Acquisitions, Divestitures, Restructuring, M&A experience, Biotechnology, Pharmaceutical Industry
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting
Georgetown University 1988 — 1992
BA, Psychology, Russian Area Studies
The Westminster Schools 1981 — 1988
Gryphon Emerging Markets 2011 - 2013
Citigroup 2005 - 2008
Bear Stearns 2004 - 2005
UBS Investment Bank 1999 - 2003
Morgan Stanley 1995 - 1997
Skills
Mergers, Healthcare, Venture Capital, Corporate Finance, Investment Banking, Emerging Markets, Mergers & Acquisitions, Private Equity, Capital Markets, Valuation, Finance, Due Diligence, Acquisitions, Divestitures, Restructuring, M&A experience, Biotechnology, Pharmaceutical Industry
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting
Georgetown University 1988 — 1992
BA, Psychology, Russian Area Studies
The Westminster Schools 1981 — 1988
Jayson Schmitt Jayson Schmitt's Bear Stearns Experience 2005 - 2006
Job Portfolio Specialist
Industry Investment Management
Experience
J.P. Morgan July 2015 - Present
Nomura Securities June 2011 - Present
RBC Capital Markets 2009 - June 2011
Oppenheimer & Co. 2007 - 2008
CIBC World Markets 2006 - 2007
Bear Stearns 2005 - 2006
PricewaterhouseCoopers 2003 - 2005
Skills
Financial Modeling, Equity Research, Equities, Valuation, Financial Analysis, Investments, Bloomberg, Asset Managment, Capital Markets
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science in Accountancy, Accounting, Finance, Asian Arts
Fudan University 2002 — 2002
Summer Study, Mandarin Chinese and Chinese History
Universitat de Barcelona 2001 — 2001
Summer Study, Intermediate Spanish
J.P. Morgan July 2015 - Present
Nomura Securities June 2011 - Present
RBC Capital Markets 2009 - June 2011
Oppenheimer & Co. 2007 - 2008
CIBC World Markets 2006 - 2007
Bear Stearns 2005 - 2006
PricewaterhouseCoopers 2003 - 2005
Skills
Financial Modeling, Equity Research, Equities, Valuation, Financial Analysis, Investments, Bloomberg, Asset Managment, Capital Markets
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science in Accountancy, Accounting, Finance, Asian Arts
Fudan University 2002 — 2002
Summer Study, Mandarin Chinese and Chinese History
Universitat de Barcelona 2001 — 2001
Summer Study, Intermediate Spanish
Christopher Aleman Christopher Aleman's Bear Stearns Experience June 2007 - March 2008
Job Vice President Regional DirectorNortheast
Industry Investment Management
Experience
Madison Investment Advisors March 2015 - Present
J.P. Morgan Securities March 2008 - February 2015
Bear Stearns June 2007 - March 2008
Skills
Portfolio Management, Asset Allocation
Education
Fordham University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
St. Mary's University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Double Major: Corporate Finance and Financial Services/Risk Management
Madison Investment Advisors March 2015 - Present
J.P. Morgan Securities March 2008 - February 2015
Bear Stearns June 2007 - March 2008
Skills
Portfolio Management, Asset Allocation
Education
Fordham University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
St. Mary's University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Double Major: Corporate Finance and Financial Services/Risk Management
Andrew Paolillo, CFA Andrew Paolillo, CFA's Bear Stearns Experience 2004 - 2005
Job VP, Senior Portfolio Manager at Ross, Sinclaire & Associates, LLC
Industry Banking
Experience
Ross, Sinclaire & Associates, LLC 2013 - Present
Rocky Hill Advisors 2008 - 2013
J.P. Morgan (formerly Bear Stearns) 2005 - 2008
Bear Stearns 2004 - 2005
Smith Barney 2004 - 2004
Skills
Fixed Income, Portfolio Management, Asset Liability..., Risk Management, Interest Rate Risk..., Community Banking, Asset Allocation, Relationship Management, Investment Policy, Agency MBS, Municipal Bonds, Credit Analysis, Trading, Credit Trading, Trading Systems, Mortgage Banking, Stress Testing, Liquidity, Capital Markets, Bloomberg, Credit, Derivatives, ALM
Education
Fordham University 2000 — 2004
B.S., Business Administration: Finance & Marketing
St. Anthony's HS 1996 — 2000
Ross, Sinclaire & Associates, LLC 2013 - Present
Rocky Hill Advisors 2008 - 2013
J.P. Morgan (formerly Bear Stearns) 2005 - 2008
Bear Stearns 2004 - 2005
Smith Barney 2004 - 2004
Skills
Fixed Income, Portfolio Management, Asset Liability..., Risk Management, Interest Rate Risk..., Community Banking, Asset Allocation, Relationship Management, Investment Policy, Agency MBS, Municipal Bonds, Credit Analysis, Trading, Credit Trading, Trading Systems, Mortgage Banking, Stress Testing, Liquidity, Capital Markets, Bloomberg, Credit, Derivatives, ALM
Education
Fordham University 2000 — 2004
B.S., Business Administration: Finance & Marketing
St. Anthony's HS 1996 — 2000
Naghma Sadeque's Bear Stearns Experience January 2007 - March 2008
Job Vice President Client Service at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2015 - Present
JP Morgan March 2008 - September 2015
Bear Stearns January 2007 - March 2008
Bear Stearns December 2005 - January 2007
Skills
Bloomberg, Equities, Trading, Electronic Trading, Prime Brokerage, Trading Systems, Series 7, Series 63, Reuters, FX trading, Microsoft Office, Microsoft Excel, Microsoft Word, Private Client Services, Broker-Dealer, Sales, Operations Management, Foreign Exchange, Foreign Currency, Exotics, Morgan Direct, Pacific Rim, Organization, Team-oriented, Highly motivated..., Highly Ambitious, Close Attention to..., Migration Projects, Currency, Securities, Proprietary Trading, FX Trading
Education
Fordham University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pace University 2002 — 2005
Bachelor of Business Administration (BBA), Finance, General
Forest Hills 1998 — 2002
J.P. Morgan September 2015 - Present
JP Morgan March 2008 - September 2015
Bear Stearns January 2007 - March 2008
Bear Stearns December 2005 - January 2007
Skills
Bloomberg, Equities, Trading, Electronic Trading, Prime Brokerage, Trading Systems, Series 7, Series 63, Reuters, FX trading, Microsoft Office, Microsoft Excel, Microsoft Word, Private Client Services, Broker-Dealer, Sales, Operations Management, Foreign Exchange, Foreign Currency, Exotics, Morgan Direct, Pacific Rim, Organization, Team-oriented, Highly motivated..., Highly Ambitious, Close Attention to..., Migration Projects, Currency, Securities, Proprietary Trading, FX Trading
Education
Fordham University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pace University 2002 — 2005
Bachelor of Business Administration (BBA), Finance, General
Forest Hills 1998 — 2002
James Manfredonia James Manfredonia's Bear Stearns Experience February 2002 - June 2008
Job Director at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management September 2011 - Present
Waterkeeper Alliance 2013 - 2014
Covenant House Works Program Board / LGBTQ Focus 1990 - 2014
Covenant House Works Program Board / LGBTQ Focus 1990 - 2014
First New York January 2009 - August 2010
Bear Stearns February 2002 - June 2008
Merrill Lynch February 1992 - February 2002
Blair Manfredonia January 1990 - January 1992
DREXEL BURNHAM January 1987 - January 1990
Salomon Brothers January 1983 - January 1987
Education
Fordham University 1979 — 1983
B.S, Finance and Economics
Msgr Farrell H.S.
Barclays Wealth and Investment Management September 2011 - Present
Waterkeeper Alliance 2013 - 2014
Covenant House Works Program Board / LGBTQ Focus 1990 - 2014
Covenant House Works Program Board / LGBTQ Focus 1990 - 2014
First New York January 2009 - August 2010
Bear Stearns February 2002 - June 2008
Merrill Lynch February 1992 - February 2002
Blair Manfredonia January 1990 - January 1992
DREXEL BURNHAM January 1987 - January 1990
Salomon Brothers January 1983 - January 1987
Education
Fordham University 1979 — 1983
B.S, Finance and Economics
Msgr Farrell H.S.
Chris Callahan Chris Callahan's Bear Stearns Experience 2005 - 2007
Job Founder, Entrepreneur & Investor Startup Palm Beach
Industry Program Development
Experience
Startup Palm Beach Capital LLC March 2013 - Present
Startup Palm Beach July 2013 - Present
Surfr App LLC February 2013 - Present
CareerSource Broward September 2014 - Present
Geneva Equities January 2010 - September 2012
Citi 2007 - 2008
Bear Stearns 2005 - 2007
Skills
Alternative Investments, Private Equity, Portfolio Management, Investment Strategies, Investment Properties, Equities, Venture Capital, Entrepreneurship, Fixed Income, Investments, Hedge Funds, Bonds, Start-ups, Business Development, Leadership, Derivatives, Marketing, Sales, Strategy, Management, Strategic Planning
Education
Georgetown University 2001 — 2005
B.A., Government, Spanish
Phillips Academy Andover 1996 — 2001
Startup Palm Beach Capital LLC March 2013 - Present
Startup Palm Beach July 2013 - Present
Surfr App LLC February 2013 - Present
CareerSource Broward September 2014 - Present
Geneva Equities January 2010 - September 2012
Citi 2007 - 2008
Bear Stearns 2005 - 2007
Skills
Alternative Investments, Private Equity, Portfolio Management, Investment Strategies, Investment Properties, Equities, Venture Capital, Entrepreneurship, Fixed Income, Investments, Hedge Funds, Bonds, Start-ups, Business Development, Leadership, Derivatives, Marketing, Sales, Strategy, Management, Strategic Planning
Education
Georgetown University 2001 — 2005
B.A., Government, Spanish
Phillips Academy Andover 1996 — 2001
Larry Yavner Larry Yavner's Bear Stearns Experience 2005 - 2008
Job Managing Partner, LBY Partners LLC
Industry Financial Services
Experience
LBY Partners LLC September 2012 - Present
J.P. Morgan 2008 - 2012
Bear Stearns 2005 - 2008
UBS Investment Bank 1998 - 2005
Murray Capital Management Inc. 1995 - 1998
Furman Selz Inc. 1987 - 1995
Skills
Equities, Valuation, Investments, Hedge Funds, Securities, High Yield, Capital Markets, Fixed Income, Investment Banking, Leveraged Finance, Private Equity, Equity Research, Asset Management, Portfolio Management, Trading, Derivatives, Bonds, Financial Risk, Structured Products, Equity Derivatives, Options, Equity Trading, Value Investing, Credit, Emerging Markets, Investment Management, Private Investment, Angel Investing, Alternative Investment...
Education
Fordham Gabelli School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General
Washington University in St. Louis 1983 — 1987
AB, Economics
LBY Partners LLC September 2012 - Present
J.P. Morgan 2008 - 2012
Bear Stearns 2005 - 2008
UBS Investment Bank 1998 - 2005
Murray Capital Management Inc. 1995 - 1998
Furman Selz Inc. 1987 - 1995
Skills
Equities, Valuation, Investments, Hedge Funds, Securities, High Yield, Capital Markets, Fixed Income, Investment Banking, Leveraged Finance, Private Equity, Equity Research, Asset Management, Portfolio Management, Trading, Derivatives, Bonds, Financial Risk, Structured Products, Equity Derivatives, Options, Equity Trading, Value Investing, Credit, Emerging Markets, Investment Management, Private Investment, Angel Investing, Alternative Investment...
Education
Fordham Gabelli School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General
Washington University in St. Louis 1983 — 1987
AB, Economics
Mary Moglia-Cannon's Bear Stearns Experience 1993 - 1995
Job Institutional Business Development & CSuite Level Relationship Manager
Industry Financial Services
Experience
Manning & Napier Advisors June 2008 - May 2014
Wachovia Securities 2004 - 2008
JP Morgan 2001 - 2004
BNP Paribas 1995 - 2001
Bear Stearns 1993 - 1995
Skills
Equities, Investments, Asset Allocation, Mutual Funds, Hedge Funds, Fixed Income, Investment Management, Options, Alternative Investments, Investment Strategies, Emerging Markets, Asset Management, Credit Derivatives, Swaps, Capital Markets, Strategy, Non-profit Board..., Relationship Management, Fundraising, ERISA, Defined Contribution, Regulatory Compliance, New Business Development, Capital Campaigns, Economic Development
Education
Saint John's University School of Law 1990 — 1993
Juris Doctor
Fordham University
BA, Economics, Summa Cum Laude
Manning & Napier Advisors June 2008 - May 2014
Wachovia Securities 2004 - 2008
JP Morgan 2001 - 2004
BNP Paribas 1995 - 2001
Bear Stearns 1993 - 1995
Skills
Equities, Investments, Asset Allocation, Mutual Funds, Hedge Funds, Fixed Income, Investment Management, Options, Alternative Investments, Investment Strategies, Emerging Markets, Asset Management, Credit Derivatives, Swaps, Capital Markets, Strategy, Non-profit Board..., Relationship Management, Fundraising, ERISA, Defined Contribution, Regulatory Compliance, New Business Development, Capital Campaigns, Economic Development
Education
Saint John's University School of Law 1990 — 1993
Juris Doctor
Fordham University
BA, Economics, Summa Cum Laude
Vijay Krishnan Vijay Krishnan's Bear Stearns Experience June 2005 - August 2005
Job Consumer Tech Consultant/Advisor Product & Business Strategy and Finance
Industry Internet
Experience
VK Advisors January 2014 - Present
GoldieBlox, Inc. October 2014 - Present
Electronic Arts (EA) October 2014 - May 2015
GREE International, Inc February 2012 - October 2013
Citi October 2010 - July 2011
Taylor Companies April 2009 - October 2010
Deutsche Asset Management June 2007 - August 2007
Glass Futures Corp. June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Skills
Investment Banking, Financial Modeling, Valuation, Due Diligence, Spanish, Corporate Finance, Mobile Games, Mergers & Acquisitions, Investments, Venture Capital, Corporate Development, Acquisitions, Strategic Partnerships, Equities
Education
Georgetown University 2004 — 2008
B.A., Economics and Spanish
Universidad de Sevilla 2007 — 2007
VK Advisors January 2014 - Present
GoldieBlox, Inc. October 2014 - Present
Electronic Arts (EA) October 2014 - May 2015
GREE International, Inc February 2012 - October 2013
Citi October 2010 - July 2011
Taylor Companies April 2009 - October 2010
Deutsche Asset Management June 2007 - August 2007
Glass Futures Corp. June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Skills
Investment Banking, Financial Modeling, Valuation, Due Diligence, Spanish, Corporate Finance, Mobile Games, Mergers & Acquisitions, Investments, Venture Capital, Corporate Development, Acquisitions, Strategic Partnerships, Equities
Education
Georgetown University 2004 — 2008
B.A., Economics and Spanish
Universidad de Sevilla 2007 — 2007
Jonathan Ching Jonathan Ching's Bear Stearns Experience March 2007 - June 2008
Job Of Counsel at Jones Day
Industry Financial Services
Experience
Jones Day August 2011 - Present
D. E. Shaw & Co. August 2008 - August 2011
Bear Stearns March 2007 - June 2008
JP Morgan March 2005 - March 2007
Katten Muchin Rosenman LLP 2004 - 2005
K&L Gates 2003 - 2004
Cummings & Lockwood 2002 - 2003
Cummings & Lockwood May 2001 - August 2001
Skills
Alternative Investments, Asset Management, Capital Markets, Credit, Credit Derivatives, Derivatives, Dodd-Frank, Equities, Finance, Financial Services, Financial Structuring, Hedge Funds, ISDA, Investments, Mergers, Negotiation, Prime Brokerage, Securities, Securities Regulation, Structured Finance, Trading, Mergers & Acquisitions
Education
Fordham University School of Law 1999 — 2002
JD, Law
University of Southern California 1993 — 1997
B.A. with Honors, International Relations
Jones Day August 2011 - Present
D. E. Shaw & Co. August 2008 - August 2011
Bear Stearns March 2007 - June 2008
JP Morgan March 2005 - March 2007
Katten Muchin Rosenman LLP 2004 - 2005
K&L Gates 2003 - 2004
Cummings & Lockwood 2002 - 2003
Cummings & Lockwood May 2001 - August 2001
Skills
Alternative Investments, Asset Management, Capital Markets, Credit, Credit Derivatives, Derivatives, Dodd-Frank, Equities, Finance, Financial Services, Financial Structuring, Hedge Funds, ISDA, Investments, Mergers, Negotiation, Prime Brokerage, Securities, Securities Regulation, Structured Finance, Trading, Mergers & Acquisitions
Education
Fordham University School of Law 1999 — 2002
JD, Law
University of Southern California 1993 — 1997
B.A. with Honors, International Relations
Chris Mushell Chris Mushell's Bear Stearns Experience October 1997 - May 2008
Job Managing Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 1997 - Present
Bear Stearns October 1997 - May 2008
Moody's Investors Service October 1987 - October 1997
Skills
Credit Derivatives, Fixed Income, Structured Finance, Capital Markets, Derivatives, Credit Risk, Operational Risk, Risk Measurement, Secured Lending, Private Banking, Interest Rate..., Equity Derivatives, Risk Management, Bloomberg, Bonds, Hedge Funds, Credit, Secured Financing, Credit Analysis, Asset Management, Financial Risk, Financial Modeling, Market Risk, Equities, Securities, Alternative Investments, Securitization, Investment Banking, Financial Structuring
Education
Fordham University 1982 — 1986
BS
JPMorgan Chase September 1997 - Present
Bear Stearns October 1997 - May 2008
Moody's Investors Service October 1987 - October 1997
Skills
Credit Derivatives, Fixed Income, Structured Finance, Capital Markets, Derivatives, Credit Risk, Operational Risk, Risk Measurement, Secured Lending, Private Banking, Interest Rate..., Equity Derivatives, Risk Management, Bloomberg, Bonds, Hedge Funds, Credit, Secured Financing, Credit Analysis, Asset Management, Financial Risk, Financial Modeling, Market Risk, Equities, Securities, Alternative Investments, Securitization, Investment Banking, Financial Structuring
Education
Fordham University 1982 — 1986
BS
Marina Mata Rohe Marina Mata Rohe's Bear Stearns Experience 2007 - 2008
Job Institutional Equity Sales at Morgan Stanley (Latin America)
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Bear Stearns 2007 - 2008
Bear Stearns 2004 - 2007
Dresdner Kleinwort Wasserstein 2000 - 2003
West LB 1996 - 1998
Citibank Brazil 1995 - 1996
Education
University of California, Berkeley 2007 — 2007
Fundação Getulio Vargas 1994 — 1997
BS, Business Administration - Concentration in Finance
Morgan Stanley 2008 - Present
Bear Stearns 2007 - 2008
Bear Stearns 2004 - 2007
Dresdner Kleinwort Wasserstein 2000 - 2003
West LB 1996 - 1998
Citibank Brazil 1995 - 1996
Education
University of California, Berkeley 2007 — 2007
Fundação Getulio Vargas 1994 — 1997
BS, Business Administration - Concentration in Finance
Nancy Hoehler Nancy Hoehler's Bear Stearns Experience February 1994 - February 2004
Job Managing Partner at ShimmerNYC
Industry Events Services
Experience
ShimmerNYC February 2012 - Present
Intuition Financial Placement April 2007 - February 2012
Bear Stearns February 1994 - February 2004
Smith Barney 1989 - 1994
Skills
Equities, Trading, Portfolio Management, Investments, Hedge Funds, Investment Banking, Capital Markets, Fixed Income, Asset Managment, Financial Markets, Bloomberg, Alternative Investments, Private Equity, Series 63, Derivatives, Series 7, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
Master of Business Administration (MBA), Finance, General
ShimmerNYC February 2012 - Present
Intuition Financial Placement April 2007 - February 2012
Bear Stearns February 1994 - February 2004
Smith Barney 1989 - 1994
Skills
Equities, Trading, Portfolio Management, Investments, Hedge Funds, Investment Banking, Capital Markets, Fixed Income, Asset Managment, Financial Markets, Bloomberg, Alternative Investments, Private Equity, Series 63, Derivatives, Series 7, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
Master of Business Administration (MBA), Finance, General
patricia jehle's Bear Stearns Experience March 1991 - November 2007
Job Retired Bear Stearns. EZLife founder.
Industry Banking
Experience
E-Z-Life August 2009 - Present
Bear Stearns March 1991 - November 2007
Chemical Bank March 1988 - March 1991
Salomon Brothers September 1980 - March 1988
Skills
Capital Markets, Strategy, Finance, Hedge Funds
Education
Fordham University School of Law 1976 — 1980
LLB, Law
Skidmore College 1971 — 1975
B.S, Economics, Journalism
E-Z-Life August 2009 - Present
Bear Stearns March 1991 - November 2007
Chemical Bank March 1988 - March 1991
Salomon Brothers September 1980 - March 1988
Skills
Capital Markets, Strategy, Finance, Hedge Funds
Education
Fordham University School of Law 1976 — 1980
LLB, Law
Skidmore College 1971 — 1975
B.S, Economics, Journalism
Ronald Kesicki, CFA's Bear Stearns Experience May 2005 - May 2008
Job
Industry Investment Banking
Experience
J.P. Morgan June 2008 - Present
Bear Stearns May 2005 - May 2008
Jennison Associates November 1997 - April 2005
Donaldson, Lufkin & Jenrette February 1996 - October 1997
Chase Manhattan Bank June 1993 - June 1994
Chase Manahttan Bank August 1992 - June 1993
Chase Manhattan Bank July 1988 - July 1992
Education
Fordham University
MBA, Finance
Saint John's University
BS, Computer Science
J.P. Morgan June 2008 - Present
Bear Stearns May 2005 - May 2008
Jennison Associates November 1997 - April 2005
Donaldson, Lufkin & Jenrette February 1996 - October 1997
Chase Manhattan Bank June 1993 - June 1994
Chase Manahttan Bank August 1992 - June 1993
Chase Manhattan Bank July 1988 - July 1992
Education
Fordham University
MBA, Finance
Saint John's University
BS, Computer Science
Bina Thanawala's Bear Stearns Experience August 2006 - September 2008
Job Vice President at Citicorp
Industry Banking
Experience
Citicorp October 2008 - Present
Bear Stearns August 2006 - September 2008
JPMorgan Chase 1994 - 2006
Skills
Capital Markets, Credit Derivatives, Derivatives, Equities, Financial Analysis, Fixed Income, Investment Banking, Risk Management, Securities
Education
Fordham Gabelli School of Business 2000 — 2003
Sydenham College 1979 — 1982
Citicorp October 2008 - Present
Bear Stearns August 2006 - September 2008
JPMorgan Chase 1994 - 2006
Skills
Capital Markets, Credit Derivatives, Derivatives, Equities, Financial Analysis, Fixed Income, Investment Banking, Risk Management, Securities
Education
Fordham Gabelli School of Business 2000 — 2003
Sydenham College 1979 — 1982
Lisa Paterson's Bear Stearns Experience September 2003 - January 2005
Job Director at Deutsche Bank Securities
Industry Real Estate
Experience
Deutsche Bank Securities 2011 - Present
Gramercy Capital Corp 2007 - June 2011
Reckson Realty Corp March 2005 - January 2007
Bear Stearns September 2003 - January 2005
Education
Fordham University 1998 — 2002
Deutsche Bank Securities 2011 - Present
Gramercy Capital Corp 2007 - June 2011
Reckson Realty Corp March 2005 - January 2007
Bear Stearns September 2003 - January 2005
Education
Fordham University 1998 — 2002
Robert Hetherington's Bear Stearns Experience July 2007 - March 2008
Job Estate & Retirement Planning
Industry Financial Services
Experience
United Integrity Group February 2014 - Present
JPMorgan Chase July 2007 - July 2012
Bear Stearns July 2007 - March 2008
Barclays Capital October 2005 - August 2007
JPMorgan Chase October 2002 - October 2005
HSBC Securities July 2001 - October 2002
DLJdirect May 1999 - May 2001
UBS PaineWebber October 1998 - May 1999
Skills
Derivatives, Series 7, Fixed Income, Capital Markets, Equities, Trading, Hedge Funds, Investments, Investment Banking, Securities, Management, Financial Services, Portfolio Management, Risk Management, Asset Management, Options, Bloomberg, Credit Derivatives, Bonds, Series 63, Trading Systems
Education
Fordham Gabelli School of Business 2004 — 2009
MBA, Banking and Finance
University of Delaware 1993 — 1997
Finance
United Integrity Group February 2014 - Present
JPMorgan Chase July 2007 - July 2012
Bear Stearns July 2007 - March 2008
Barclays Capital October 2005 - August 2007
JPMorgan Chase October 2002 - October 2005
HSBC Securities July 2001 - October 2002
DLJdirect May 1999 - May 2001
UBS PaineWebber October 1998 - May 1999
Skills
Derivatives, Series 7, Fixed Income, Capital Markets, Equities, Trading, Hedge Funds, Investments, Investment Banking, Securities, Management, Financial Services, Portfolio Management, Risk Management, Asset Management, Options, Bloomberg, Credit Derivatives, Bonds, Series 63, Trading Systems
Education
Fordham Gabelli School of Business 2004 — 2009
MBA, Banking and Finance
University of Delaware 1993 — 1997
Finance
Tamir Assas's Bear Stearns Experience July 2006 - April 2007
Job
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services Corp. December 2008 - October 2012
Smith Barney July 2007 - December 2008
Bear Stearns July 2006 - April 2007
PricewaterhouseCoopers January 2005 - June 2006
Quick & Reilly January 2003 - December 2004
Merrill Lynch March 2002 - January 2003
Aegis Capital Corp. July 2000 - August 2001
Bank of New York January 1998 - June 2000
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management
LIU Brooklyn 2001 — 2004
M.S., Accounting
Long Island University, Brooklyn Campus 1992 — 1997
B.S., Dual degree Finance and Management
JP Morgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services Corp. December 2008 - October 2012
Smith Barney July 2007 - December 2008
Bear Stearns July 2006 - April 2007
PricewaterhouseCoopers January 2005 - June 2006
Quick & Reilly January 2003 - December 2004
Merrill Lynch March 2002 - January 2003
Aegis Capital Corp. July 2000 - August 2001
Bank of New York January 1998 - June 2000
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management
LIU Brooklyn 2001 — 2004
M.S., Accounting
Long Island University, Brooklyn Campus 1992 — 1997
B.S., Dual degree Finance and Management
Jerry Luff, CFP's Bear Stearns Experience May 1995 - February 2000
Job Chief Operating Officer, Baker Avenue Asset Management
Industry Investment Management
Experience
Baker Ave Asset Management March 2006 - Present
Bank of America March 2000 - February 2006
Bear Stearns May 1995 - February 2000
Morgan Stanley January 1990 - January 1995
Skills
Wealth Management, Human Resources, Asset Managment, Compliance, Sales Operations, Fixed Income, Equities, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Capital Markets, Strategic Financial..., Portfolio Management, Estate Planning, Asset Management, Investment Management, Retirement Planning, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Finance
The University of Texas at Arlington 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Finance
NCHS 1980 — 1984
Baker Ave Asset Management March 2006 - Present
Bank of America March 2000 - February 2006
Bear Stearns May 1995 - February 2000
Morgan Stanley January 1990 - January 1995
Skills
Wealth Management, Human Resources, Asset Managment, Compliance, Sales Operations, Fixed Income, Equities, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Capital Markets, Strategic Financial..., Portfolio Management, Estate Planning, Asset Management, Investment Management, Retirement Planning, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Finance
The University of Texas at Arlington 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Finance
NCHS 1980 — 1984
Ronda Greenawalt's Bear Stearns Experience 1987 - 1991
Job GM Cascade Harbor Inn, Orcas Island
Industry Hospitality
Experience
Cascade Harbor Inn, Orcas Island 1996 - Present
Bear Stearns 1987 - 1991
Education
Seattle Pacific University 1974 — 1975
Food, Nutrition
George Fox University 1972 — 1974
Cascade Harbor Inn, Orcas Island 1996 - Present
Bear Stearns 1987 - 1991
Education
Seattle Pacific University 1974 — 1975
Food, Nutrition
George Fox University 1972 — 1974
Jeffrey Cruz's Bear Stearns Experience May 2007 - July 2008
Job Corporate Counsel at E.E. Cruz & Company, Inc.
Industry Legal Services
Experience
E.E. Cruz & Company, Inc. September 2008 - Present
Thelen Reid Brown Raysman & Steiner LLP August 2008 - September 2008
Bear Stearns May 2007 - July 2008
Thelen Reid Brown Raysman & Steiner LLP January 2006 - May 2007
Postner & Rubin September 1989 - December 2005
Education
Fordham University School of Law 1986 — 1989
J.D., Law
Georgetown University 1982 — 1986
E.E. Cruz & Company, Inc. September 2008 - Present
Thelen Reid Brown Raysman & Steiner LLP August 2008 - September 2008
Bear Stearns May 2007 - July 2008
Thelen Reid Brown Raysman & Steiner LLP January 2006 - May 2007
Postner & Rubin September 1989 - December 2005
Education
Fordham University School of Law 1986 — 1989
J.D., Law
Georgetown University 1982 — 1986
Sean Mahoney, CFA's Bear Stearns Experience August 1995 - April 2002
Job Institutional Equity Trading
Industry Investment Management
Experience
Dahlman Rose & Co. January 2011 - September 2012
Island Trading April 2009 - November 2010
FBR January 2008 - April 2009
Prudential Equity Group April 2002 - August 2007
Bear Stearns August 1995 - April 2002
Skills
Series 7, Equity Trading, Series 63, Equities, Bloomberg, Trading, Series 24, Securities, Hedge Funds, Capital Markets, Trading Systems, Electronic Trading, Fixed Income, Options, Investments
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
mba
Towson University 1991 — 1995
BS, Business Adm.
Dahlman Rose & Co. January 2011 - September 2012
Island Trading April 2009 - November 2010
FBR January 2008 - April 2009
Prudential Equity Group April 2002 - August 2007
Bear Stearns August 1995 - April 2002
Skills
Series 7, Equity Trading, Series 63, Equities, Bloomberg, Trading, Series 24, Securities, Hedge Funds, Capital Markets, Trading Systems, Electronic Trading, Fixed Income, Options, Investments
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
mba
Towson University 1991 — 1995
BS, Business Adm.
Matt Kulekofsky's Bear Stearns Experience August 2002 - February 2003
Job Executive Director Global Structured Products at JPMorgan
Industry Financial Services
Experience
JPMorgan September 2009 - Present
Miller Tabak Roberts Securities, LLC May 2009 - October 2009
Banc of America Securities June 2003 - January 2009
Bear Stearns August 2002 - February 2003
Credit Suisse June 2001 - August 2001
Morgan Stanley 1997 - 2000
Skills
ABS, Hedge Funds, CMBS, Structured Products, Residential Mortgages, CDO, MBS, Fixed Income, Capital Markets, Series 7
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance
University of Michigan 1992 — 1996
Bachelor of Science, Political Science
JPMorgan September 2009 - Present
Miller Tabak Roberts Securities, LLC May 2009 - October 2009
Banc of America Securities June 2003 - January 2009
Bear Stearns August 2002 - February 2003
Credit Suisse June 2001 - August 2001
Morgan Stanley 1997 - 2000
Skills
ABS, Hedge Funds, CMBS, Structured Products, Residential Mortgages, CDO, MBS, Fixed Income, Capital Markets, Series 7
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance
University of Michigan 1992 — 1996
Bachelor of Science, Political Science
John Donohue Reiss's Bear Stearns Experience May 2001 - August 2001
Job Counsel at Shearman & Sterling
Industry Law Practice
Experience
Shearman and Sterling September 2007 - Present
Eton Park June 2012 - October 2012
Shearman and Sterling May 2006 - August 2006
Commodity Futures Trading Commission May 2005 - August 2005
American International Group June 2002 - July 2004
Bear Stearns May 2001 - August 2001
Skills
Private Equity, Corporate Law, Hedge Funds, Securities Regulation, Mutual Funds, Securities, Legal Research, Real Estate
Education
Fordham University School of Law 2004 — 2007
J.D., magna cum laude
Fordham University 1997 — 2002
B.A., American Studies, minor in Business Administration
Rice Memorial High School 1993 — 1997
Shearman and Sterling September 2007 - Present
Eton Park June 2012 - October 2012
Shearman and Sterling May 2006 - August 2006
Commodity Futures Trading Commission May 2005 - August 2005
American International Group June 2002 - July 2004
Bear Stearns May 2001 - August 2001
Skills
Private Equity, Corporate Law, Hedge Funds, Securities Regulation, Mutual Funds, Securities, Legal Research, Real Estate
Education
Fordham University School of Law 2004 — 2007
J.D., magna cum laude
Fordham University 1997 — 2002
B.A., American Studies, minor in Business Administration
Rice Memorial High School 1993 — 1997
Jim Goldstein's Bear Stearns Experience 2000 - 2004
Job Vice President, Compliance
Industry Financial Services
Experience
Cohen & Steers November 2011 - Present
Brookfield Asset Management November 2010 - November 2011
OppenheimerFunds December 2004 - November 2010
Bear Stearns 2000 - 2004
Skills
Derivatives, Financial Services, Bloomberg, Mutual Funds, Series 7, Due Diligence, Equities, Capital Markets, Investment Advisory, Hedge Funds
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Public Accounting
University of Maryland College Park 1996 — 2000
BA, Criminology and Criminal Justice
Cohen & Steers November 2011 - Present
Brookfield Asset Management November 2010 - November 2011
OppenheimerFunds December 2004 - November 2010
Bear Stearns 2000 - 2004
Skills
Derivatives, Financial Services, Bloomberg, Mutual Funds, Series 7, Due Diligence, Equities, Capital Markets, Investment Advisory, Hedge Funds
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Public Accounting
University of Maryland College Park 1996 — 2000
BA, Criminology and Criminal Justice
Gabriella DiBlasi's Bear Stearns Experience August 2003 - April 2007
Job Director of Finance and Management Services at Monroe Public Schools
Industry Education Management
Experience
Monroe Public Schools September 2010 - Present
DiBlasi Associates April 2007 - August 2010
Bear Stearns August 2003 - April 2007
Credit Suisse First Boston March 1997 - March 2003
UBS August 1995 - March 1997
goldman sachs March 1994 - August 1995
Salomon Brothers December 1989 - March 1994
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1985 — 1989
BS, Economics
Monroe Public Schools September 2010 - Present
DiBlasi Associates April 2007 - August 2010
Bear Stearns August 2003 - April 2007
Credit Suisse First Boston March 1997 - March 2003
UBS August 1995 - March 1997
goldman sachs March 1994 - August 1995
Salomon Brothers December 1989 - March 1994
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1985 — 1989
BS, Economics
Gail Natoli's Bear Stearns Experience 1976 - 1977
Job Managing Director at Citi
Industry Financial Services
Experience
Citi RecruiterJP Morgan Chase1977 - 1984
Bear Stearns 1976 - 1977
Education
Fordham Gabelli School of Business
Citi RecruiterJP Morgan Chase1977 - 1984
Bear Stearns 1976 - 1977
Education
Fordham Gabelli School of Business
W. Peter O'Toole's Bear Stearns Experience June 2007 - May 2008
Job J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan June 2008 - Present
Bear Stearns June 2007 - May 2008
Bear Wagner Specialists October 2005 - June 2007
LaBranche & Co. October 2002 - October 2005
NYSE July 2000 - October 2002
Education
Fordham University 1996 — 2000
The London School of Economics and Political Science (LSE) 1998 — 1998
The General Course
J.P. Morgan June 2008 - Present
Bear Stearns June 2007 - May 2008
Bear Wagner Specialists October 2005 - June 2007
LaBranche & Co. October 2002 - October 2005
NYSE July 2000 - October 2002
Education
Fordham University 1996 — 2000
The London School of Economics and Political Science (LSE) 1998 — 1998
The General Course
Christopher Eddy's Bear Stearns Experience 2004 - 2008
Job Senior Vice President at Catalyst Global LLC
Industry Public Relations and Communications
Experience
Catalyst Global LLC 2014 - Present
Edward Jones 2009 - 2012
JP Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Barclays 1998 - 2004
Education
Fordham University - Graduate School of Business Administration
Master of Science (MS) - Candidate, Investor Relations
State University of New York at Buffalo
Bachelor of Arts (BA), Economics
Pelham Memorial High School
Siwanoy Elementary
Catalyst Global LLC 2014 - Present
Edward Jones 2009 - 2012
JP Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Barclays 1998 - 2004
Education
Fordham University - Graduate School of Business Administration
Master of Science (MS) - Candidate, Investor Relations
State University of New York at Buffalo
Bachelor of Arts (BA), Economics
Pelham Memorial High School
Siwanoy Elementary
Royce Buggelli's Bear Stearns Experience February 2005 - November 2007
Job Senior Project Manager at Misys
Industry Financial Services
Experience
Misys August 2014 - Present
OpenLink Financial April 2010 - July 2014
OpenLink Financial October 2011 - August 2012
RiskMetrics Group 2007 - December 2009
Bear Stearns February 2005 - November 2007
MEAG 2002 - 2003
Advent Software 2000 - 2001
Skills
Trading Systems, Derivatives, FX Options, Hedge Funds, Equities, Trading, Financial Markets, Financial Analysis, Fixed Income, Risk Management, Capital Markets, Bloomberg, Options, Financial Modeling, Equity Derivatives, Market Risk, Commodity, Market Data, Middle Office, Electronic Trading, Swaps, Prime Brokerage, Back Office, Credit Derivatives, Commodity Markets
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
Lehigh University 1992 — 1996
BS, Finance
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Hillsborough High School
Hillsborough High School
Misys August 2014 - Present
OpenLink Financial April 2010 - July 2014
OpenLink Financial October 2011 - August 2012
RiskMetrics Group 2007 - December 2009
Bear Stearns February 2005 - November 2007
MEAG 2002 - 2003
Advent Software 2000 - 2001
Skills
Trading Systems, Derivatives, FX Options, Hedge Funds, Equities, Trading, Financial Markets, Financial Analysis, Fixed Income, Risk Management, Capital Markets, Bloomberg, Options, Financial Modeling, Equity Derivatives, Market Risk, Commodity, Market Data, Middle Office, Electronic Trading, Swaps, Prime Brokerage, Back Office, Credit Derivatives, Commodity Markets
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
Lehigh University 1992 — 1996
BS, Finance
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Hillsborough High School
Hillsborough High School
Alice Kim's Bear Stearns Experience July 2007 - May 2008
Job Marketing & Investor Relations at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management July 2010 - Present
Bridgewater Associates November 2008 - June 2010
JP Morgan Chase June 2008 - October 2008
Bear Stearns July 2007 - May 2008
Skills
Investor Relations, Financial Services, Alternative Investments, Hedge Funds, Marketing Communications, Marketing Strategy, Marketing, Investments, Fixed Income, Financial Modeling, Derivatives
Education
Fordham University 2005 — 2007
B.S.
United States Military Academy at West Point 2002 — 2004
Och-Ziff Capital Management July 2010 - Present
Bridgewater Associates November 2008 - June 2010
JP Morgan Chase June 2008 - October 2008
Bear Stearns July 2007 - May 2008
Skills
Investor Relations, Financial Services, Alternative Investments, Hedge Funds, Marketing Communications, Marketing Strategy, Marketing, Investments, Fixed Income, Financial Modeling, Derivatives
Education
Fordham University 2005 — 2007
B.S.
United States Military Academy at West Point 2002 — 2004
Pete Andromidas's Bear Stearns Experience May 2007 - August 2007
Job Accounting Intern at ESPN
Industry Financial Services
Experience
Deloitte September 2011 - January 2013
ESPN April 2010 - August 2010
Apple Retail August 2008 - August 2009
Apple June 2005 - January 2008
Bear Stearns May 2007 - August 2007
Skills
Fixed Income, Financial Modeling, Financial Analysis, iWork, Microsoft Excel, OS X, Microsoft Office, Finance, Marketing Strategy, Social Media, Marketing, Project Management
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Finance
Villanova University 2004 — 2008
Bachelor of Science (B.Sc.), Mathematics
Deloitte September 2011 - January 2013
ESPN April 2010 - August 2010
Apple Retail August 2008 - August 2009
Apple June 2005 - January 2008
Bear Stearns May 2007 - August 2007
Skills
Fixed Income, Financial Modeling, Financial Analysis, iWork, Microsoft Excel, OS X, Microsoft Office, Finance, Marketing Strategy, Social Media, Marketing, Project Management
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Finance
Villanova University 2004 — 2008
Bachelor of Science (B.Sc.), Mathematics
Fred Luo's Bear Stearns Experience August 1994 - May 2005
Job VP at Barclays Capital
Industry Banking
Experience
Barclays Capital April 2009 - Present
Deutsche Bank September 2006 - December 2008
HSBC Securities March 2004 - September 2006
Bear Stearns August 1994 - May 2005
Education
Fudan University
BS, Computer Science
University of Kentucky
MS, Computer Science
Barclays Capital April 2009 - Present
Deutsche Bank September 2006 - December 2008
HSBC Securities March 2004 - September 2006
Bear Stearns August 1994 - May 2005
Education
Fudan University
BS, Computer Science
University of Kentucky
MS, Computer Science
David Polizzi's Bear Stearns Experience May 2006 - August 2006
Job Assistant County Attorney Westchester County
Industry Law Practice
Experience
Westchester County Attorney's Office October 2012 - Present
Mendes & Mount January 2011 - September 2012
Wilson for New York State Comptroller August 2010 - November 2010
Wilson Elser Moskowitz Edelman & Dicker LLP March 2009 - August 2010
Liz Feld For State Senate July 2008 - November 2008
Fordham University School of Law September 2007 - February 2008
Bear Stearns May 2006 - August 2006
Alliance Capital (Alliance Capital Managed Accounts) September 2000 - March 2005
AllianceBernstein Holding LP (Alliance Capital Managed Accounts) September 2000 - March 2005
PCLC 1995 - 1997
Skills
Litigation, Legal Research, Legal Writing, Civil Litigation, Commercial Litigation, Westlaw, Corporate Law, Courts, Appeals, Mediation, Licensing, Research, Arbitration
Education
Fordham University School of Law 2004 — 2007
JD, Law
Union College 1996 — 2000
B.A, Economics and History (Interdepartmental Major)
Fordham Prep 1992 — 1996
High School
Westchester County Attorney's Office October 2012 - Present
Mendes & Mount January 2011 - September 2012
Wilson for New York State Comptroller August 2010 - November 2010
Wilson Elser Moskowitz Edelman & Dicker LLP March 2009 - August 2010
Liz Feld For State Senate July 2008 - November 2008
Fordham University School of Law September 2007 - February 2008
Bear Stearns May 2006 - August 2006
Alliance Capital (Alliance Capital Managed Accounts) September 2000 - March 2005
AllianceBernstein Holding LP (Alliance Capital Managed Accounts) September 2000 - March 2005
PCLC 1995 - 1997
Skills
Litigation, Legal Research, Legal Writing, Civil Litigation, Commercial Litigation, Westlaw, Corporate Law, Courts, Appeals, Mediation, Licensing, Research, Arbitration
Education
Fordham University School of Law 2004 — 2007
JD, Law
Union College 1996 — 2000
B.A, Economics and History (Interdepartmental Major)
Fordham Prep 1992 — 1996
High School
Kim Formon's Bear Stearns Experience 1989 - 1990
Job Experienced Financial and Marketing Professional
Industry Financial Services
Experience
Burnham Sterling & Company LLC July 2011 - September 2013
Charles Schwab June 1999 - November 2005
Delaware Invest March 1995 - June 1999
Daiwa Bank and Trust Co 1990 - 1995
Bear Stearns 1989 - 1990
Skills
Fixed Income, Hedge Funds, Marketing, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1990 — 1993
Master of Business Administration (MBA), Finance
University of Mass 1985 — 1989
Bachelor of Business Administration (BBA), Finance
Burnham Sterling & Company LLC July 2011 - September 2013
Charles Schwab June 1999 - November 2005
Delaware Invest March 1995 - June 1999
Daiwa Bank and Trust Co 1990 - 1995
Bear Stearns 1989 - 1990
Skills
Fixed Income, Hedge Funds, Marketing, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1990 — 1993
Master of Business Administration (MBA), Finance
University of Mass 1985 — 1989
Bachelor of Business Administration (BBA), Finance
Anthony Pirrone's Bear Stearns Experience June 1998 - April 2007
Job Director at UBS
Industry Financial Services
Experience
UBS directorUBS Investment Bank2007 - Present
Bear Stearns June 1998 - April 2007
Bear Stearns 1998 - 2007
Skills
Equity Trading, Prime Brokerage, Fixed Income, Equities, Trading, Trading Systems, Electronic Trading, Capital Markets, Derivatives, Equity Derivatives, Financial Risk, Hedge Funds, Investment Banking, Market Data, Middle Office, Options
Education
Pace University - Lubin School of Business 1988 — 1993
Master of Business Administration (MBA), Accounting
Fordham University 1983 — 1987
Bachelor of Arts (BA), Economics
UBS directorUBS Investment Bank2007 - Present
Bear Stearns June 1998 - April 2007
Bear Stearns 1998 - 2007
Skills
Equity Trading, Prime Brokerage, Fixed Income, Equities, Trading, Trading Systems, Electronic Trading, Capital Markets, Derivatives, Equity Derivatives, Financial Risk, Hedge Funds, Investment Banking, Market Data, Middle Office, Options
Education
Pace University - Lubin School of Business 1988 — 1993
Master of Business Administration (MBA), Accounting
Fordham University 1983 — 1987
Bachelor of Arts (BA), Economics
Charles Ripoll's Bear Stearns Experience January 2001 - June 2008
Job Executive Director at JPMorgan Securities Inc.
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns January 2001 - June 2008
PaineWebber August 1997 - November 2000
Nomura October 1994 - August 1997
Education
Fordham University 1989 — 1993
BS, Business Administration
JP Morgan June 2008 - Present
Bear Stearns January 2001 - June 2008
PaineWebber August 1997 - November 2000
Nomura October 1994 - August 1997
Education
Fordham University 1989 — 1993
BS, Business Administration
Christine Augustine's Bear Stearns Experience 2002 - 2008
Job Portfolio Manager
Industry Financial Services
Experience
JPMorgan January 2012 - Present
Hilltop Park Associates LLC August 2008 - December 2011
Bear Stearns 2002 - 2008
ING Furman Selz 1997 - 2002
Education
Georgetown University
BS
Harvard Business School
JPMorgan January 2012 - Present
Hilltop Park Associates LLC August 2008 - December 2011
Bear Stearns 2002 - 2008
ING Furman Selz 1997 - 2002
Education
Georgetown University
BS
Harvard Business School
Chris Fiore's Bear Stearns Experience 1984 - 1995
Job President at Peak Interaction
Industry Online Media
Experience
Peak Interaction May 2011 - Present
Lounge Lizard Worldwide, Inc. October 2010 - March 2012
Target Rock Interactive 2006 - 2010
M3 Health July 2005 - February 2006
Delphi 2004 - 2005
Harrison Wilson March 2001 - March 2002
Vox Medica January 1997 - March 2001
Garvan Communications 1995 - 1997
Bear Stearns 1984 - 1995
Education
Hofstra University 1982 — 1984
English, Computer Science
Franklin Pierce University 1980 — 1981
English
Peak Interaction May 2011 - Present
Lounge Lizard Worldwide, Inc. October 2010 - March 2012
Target Rock Interactive 2006 - 2010
M3 Health July 2005 - February 2006
Delphi 2004 - 2005
Harrison Wilson March 2001 - March 2002
Vox Medica January 1997 - March 2001
Garvan Communications 1995 - 1997
Bear Stearns 1984 - 1995
Education
Hofstra University 1982 — 1984
English, Computer Science
Franklin Pierce University 1980 — 1981
English
Phil Feierberg's Bear Stearns Experience November 1988 - Present
Job Corporate Paralegal at Bear Stearns
Industry Financial Services
Experience
Bear Stearns November 1988 - Present
Education
Fordham University 1974 — 1978
Bear Stearns November 1988 - Present
Education
Fordham University 1974 — 1978
Chuck Francavilla's Bear Stearns Experience 2000 - 2002
Job Managing Director at Bank of America, Special Assets Group
Industry Banking
Experience
Bank of America June 2009 - Present
C.F. Stevens, LLC July 2008 - May 2009
Bank of Tokyo-Mitsubishi 2003 - 2007
Bear Stearns 2000 - 2002
Bank of America 1980 - 2000
Skills
Portfolio Management, Financial Structuring, Bonds, Investment Banking, Credit Analysis, Loans, Credit, Commercial Banking, Leveraged Finance, Restructuring, Finance, Management, High Yield, Capital Markets, Debt Restructuring, Financial Modeling
Education
Georgetown University 1974 — 1978
BS, Finance
University of Pennsylvania - The Wharton School
MBA, Finance
Bank of America June 2009 - Present
C.F. Stevens, LLC July 2008 - May 2009
Bank of Tokyo-Mitsubishi 2003 - 2007
Bear Stearns 2000 - 2002
Bank of America 1980 - 2000
Skills
Portfolio Management, Financial Structuring, Bonds, Investment Banking, Credit Analysis, Loans, Credit, Commercial Banking, Leveraged Finance, Restructuring, Finance, Management, High Yield, Capital Markets, Debt Restructuring, Financial Modeling
Education
Georgetown University 1974 — 1978
BS, Finance
University of Pennsylvania - The Wharton School
MBA, Finance
Pat McMenamin's Bear Stearns Experience January 2002 - June 2008
Job Sales Representative at CoastLine International
Industry Financial Services
Experience
Coast-Line International July 2009 - Present
Bear Stearns January 2002 - June 2008
Bear Wagner Specialists 2002 - 2007
Morgan Stanley December 2000 - November 2001
Merrill Lynch July 1999 - December 2000
Skills
Bloomberg, Options, Series 7, Equity Trading, Process Improvement, Trading, Fixed Income, Sales Management, Hedge Funds, Equities, Sales, Trading Systems, Securities, Electronic Trading, Derivatives, Alternative Investments, Series 63, Mutual Funds, FINRA, Capital Markets, Investments, Financial Markets, Asset Allocation, Asset Management
Education
Fordham University 1995 — 1999
BS, Finance
Father Judge HS 1991 — 1995
Coast-Line International July 2009 - Present
Bear Stearns January 2002 - June 2008
Bear Wagner Specialists 2002 - 2007
Morgan Stanley December 2000 - November 2001
Merrill Lynch July 1999 - December 2000
Skills
Bloomberg, Options, Series 7, Equity Trading, Process Improvement, Trading, Fixed Income, Sales Management, Hedge Funds, Equities, Sales, Trading Systems, Securities, Electronic Trading, Derivatives, Alternative Investments, Series 63, Mutual Funds, FINRA, Capital Markets, Investments, Financial Markets, Asset Allocation, Asset Management
Education
Fordham University 1995 — 1999
BS, Finance
Father Judge HS 1991 — 1995
Eric Cappelmann's Bear Stearns Experience July 2000 - June 2008
Job Managing Director, Head of Global Counterparty Credit at Pine River Capital Management LP
Industry Financial Services
Experience
Pine River Capital Management October 2011 - Present
Nomura Holding America June 2008 - September 2011
Bear Stearns July 2000 - June 2008
Bankers Trust July 1996 - March 2000
Prudential Securities November 1993 - July 1996
Skills
Credit Risk, Credit Derivatives, Due Diligence, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Credit, Swaps, Financial Structuring, Structured Finance, Securities, Trading, Equities, Investments, Portfolio Management, Valuation, Derivatives
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Franklin & Marshall College 1989 — 1993
BA, Business
Pine River Capital Management October 2011 - Present
Nomura Holding America June 2008 - September 2011
Bear Stearns July 2000 - June 2008
Bankers Trust July 1996 - March 2000
Prudential Securities November 1993 - July 1996
Skills
Credit Risk, Credit Derivatives, Due Diligence, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Credit, Swaps, Financial Structuring, Structured Finance, Securities, Trading, Equities, Investments, Portfolio Management, Valuation, Derivatives
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Franklin & Marshall College 1989 — 1993
BA, Business
Mary Beth Findlay's Bear Stearns Experience April 2004 - Present
Job MDHead of Securities Compliance at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2008 - Present
Bear Stearns April 2004 - Present
Goldman Sachs 1999 - 2004
Education
Fordham University 1987 — 1991
Credit Suisse June 2008 - Present
Bear Stearns April 2004 - Present
Goldman Sachs 1999 - 2004
Education
Fordham University 1987 — 1991
Neal O'Sullivan's Bear Stearns Experience June 2005 - November 2008
Job Vice President at Instinet Corporation
Industry Banking
Experience
Instinet Corporation February 2008 - Present
Bear Stearns June 2005 - November 2008
Bear Stearns June 2005 - November 2008
BNY ConvergEx (Division 2001 - 2005
Skills
Hedge Funds, Electronic Trading, Series 7, Bloomberg, Options, Series 63, Equity Trading, Securities, Equities, Financial Markets, Fixed Income, Capital Markets, Derivatives, Equity Derivatives, Market Data, Trading, Trading Systems, ETFs, FX Options, Algorithms, Research, Sales, Soft Dollars
Education
Fordham Gabelli School of Business 1992 — 1994
MBA, Finance
Hofstra University 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Instinet Corporation February 2008 - Present
Bear Stearns June 2005 - November 2008
Bear Stearns June 2005 - November 2008
BNY ConvergEx (Division 2001 - 2005
Skills
Hedge Funds, Electronic Trading, Series 7, Bloomberg, Options, Series 63, Equity Trading, Securities, Equities, Financial Markets, Fixed Income, Capital Markets, Derivatives, Equity Derivatives, Market Data, Trading, Trading Systems, ETFs, FX Options, Algorithms, Research, Sales, Soft Dollars
Education
Fordham Gabelli School of Business 1992 — 1994
MBA, Finance
Hofstra University 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Pat Hackett's Bear Stearns Experience October 1999 - June 2008
Job at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns October 1999 - June 2008
Education
Fordham University School of Law
JPMorgan Chase June 2008 - Present
Bear Stearns October 1999 - June 2008
Education
Fordham University School of Law
Susanne Bromfield's Bear Stearns Experience 1996 - 1999
Job SVP, Risk Management at Citi
Industry Financial Services
Experience
Citi January 2011 - Present
Citigroup March 2000 - February 2011
Citigroup-Global Strategy and Planning 2004 - 2008
Price Waterhouse Coopers January 1999 - December 2000
Bear Stearns 1996 - 1999
Credit Lyonnais 1990 - 1996
Skills
Business Analysis, Banking, Capital Markets, Change Management, Financial Services, PMO, Project Portfolio..., Risk Management, Derivatives, Equities, Financial Analysis, Financial Risk, Fixed Income, Management, Portfolio Management, Program Management, SDLC, Strategy
Education
Fordham University
Citi January 2011 - Present
Citigroup March 2000 - February 2011
Citigroup-Global Strategy and Planning 2004 - 2008
Price Waterhouse Coopers January 1999 - December 2000
Bear Stearns 1996 - 1999
Credit Lyonnais 1990 - 1996
Skills
Business Analysis, Banking, Capital Markets, Change Management, Financial Services, PMO, Project Portfolio..., Risk Management, Derivatives, Equities, Financial Analysis, Financial Risk, Fixed Income, Management, Portfolio Management, Program Management, SDLC, Strategy
Education
Fordham University
Peter Kaplan's Bear Stearns Experience June 2005 - June 2007
Job Vice President, Cash and Liquidity Markets, Markets & Investor Services, JP Morgan
Industry Financial Services
Experience
JP Morgan June 2007 - Present
Bear Stearns June 2005 - June 2007
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA)
University at Albany, SUNY 2001 — 2005
JP Morgan June 2007 - Present
Bear Stearns June 2005 - June 2007
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA)
University at Albany, SUNY 2001 — 2005
Eugene Gorman's Bear Stearns Experience Network and Systems AdministratorBlackRock1992 - 1995
Job Associate Director at Bear Stearns
Industry Financial Services
Experience
Bear Stearns Network and Systems AdministratorBlackRock1992 - 1995
Davis Polk & Wardwell 1986 - 1992
Philon 1984 - 1986
Education
Kaplan University 2004 — 2008
Fordham University 1985 — 1988
Computer Science
St. Francis College 1980 — 1981
Business Mgt
Bear Stearns Network and Systems AdministratorBlackRock1992 - 1995
Davis Polk & Wardwell 1986 - 1992
Philon 1984 - 1986
Education
Kaplan University 2004 — 2008
Fordham University 1985 — 1988
Computer Science
St. Francis College 1980 — 1981
Business Mgt
Richard Dellolio's Bear Stearns Experience 2003 - 2008
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi November 2014 - Present
Societe Generale September 2008 - November 2014
Bear Stearns 2003 - 2008
Merrill Lynch March 1998 - July 2003
Bank of New York Mellon June 1993 - March 1998
Skills
Fixed Income, Operational Risk, Capital Markets, AML, Derivatives, Investment Banking, Hedge Funds, Auditing, Equities, Risk Management, Operational Risk..., Financial Risk, Internal Audit, Market Risk, Securities
Education
Fordham University 1989 — 1993
BS, Accounting
Pace University - Lubin School of Business
MBA, Finance
Citi November 2014 - Present
Societe Generale September 2008 - November 2014
Bear Stearns 2003 - 2008
Merrill Lynch March 1998 - July 2003
Bank of New York Mellon June 1993 - March 1998
Skills
Fixed Income, Operational Risk, Capital Markets, AML, Derivatives, Investment Banking, Hedge Funds, Auditing, Equities, Risk Management, Operational Risk..., Financial Risk, Internal Audit, Market Risk, Securities
Education
Fordham University 1989 — 1993
BS, Accounting
Pace University - Lubin School of Business
MBA, Finance
Jeanie Kim's Bear Stearns Experience 2006 - 2008
Job VP Data Sourcing & Product Lead for LRI at JP Morgan
Industry Financial Services
Madelyn Urbinelli's Bear Stearns Experience January 2008 - June 2008
Job Vice President at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2008 - Present
Bear Stearns January 2008 - June 2008
Bear Stearns June 2004 - January 2008
Education
Fordham University 2000 — 2004
RBC Capital Markets July 2008 - Present
Bear Stearns January 2008 - June 2008
Bear Stearns June 2004 - January 2008
Education
Fordham University 2000 — 2004
Jason Silverstein's Bear Stearns Experience June 2005 - May 2008
Job Executive Director & Associate General Counsel at CME Group Inc.
Industry Financial Services
Experience
CME Group Inc. June 2010 - Present
JPMorgan June 2008 - June 2010
Bear Stearns June 2005 - May 2008
Clifford Chance 2000 - 2005
Clifford Chance US LLP 2000 - 2005
Skills
Securities, Structured Finance, Derivatives, Capital Markets, Hedge Funds, Securities Regulation, Mergers & Acquisitions, Equities, Alternative Investments, Fixed Income, Private Equity, Trading, Credit Derivatives, Structured Products, Swaps, Financial Services, ISDA, Financial Regulation, Interest Rate..., Corporate Finance, Dodd-Frank, CDO, Commodity, Options
Education
Fordham University School of Law 1998 — 2001
JD, Law
Rutgers University-New Brunswick 1994 — 1998
BS, Accounting
CME Group Inc. June 2010 - Present
JPMorgan June 2008 - June 2010
Bear Stearns June 2005 - May 2008
Clifford Chance 2000 - 2005
Clifford Chance US LLP 2000 - 2005
Skills
Securities, Structured Finance, Derivatives, Capital Markets, Hedge Funds, Securities Regulation, Mergers & Acquisitions, Equities, Alternative Investments, Fixed Income, Private Equity, Trading, Credit Derivatives, Structured Products, Swaps, Financial Services, ISDA, Financial Regulation, Interest Rate..., Corporate Finance, Dodd-Frank, CDO, Commodity, Options
Education
Fordham University School of Law 1998 — 2001
JD, Law
Rutgers University-New Brunswick 1994 — 1998
BS, Accounting
Alexander Kazan's Bear Stearns Experience January 2005 - June 2008
Job Director and Practice Head, Emerging Markets Strategy at Eurasia Group
Industry Financial Services
Experience
Eurasia Group December 2013 - Present
Goldman Sachs November 2010 - July 2013
Daiwa Asset Management April 2010 - November 2010
Auerbach Grayson April 2009 - April 2010
Bear Stearns January 2005 - June 2008
G7 Group June 2000 - December 2004
Inter American Development Bank June 1999 - June 2000
Skills
Latin America, Equities, Emerging Markets, Hedge Funds, Capital Markets, Bloomberg, Equity Research, Valuation, Financial Modeling, Economics, Global Macro, Investment Strategies, Asset Allocation, Financial Markets, Portfolio Management
Education
Georgetown University 1997 — 1999
MA, Latin American Studies, International Affairs, Economics
University of California, Davis 1992 — 1996
BA, International Relations
Eurasia Group December 2013 - Present
Goldman Sachs November 2010 - July 2013
Daiwa Asset Management April 2010 - November 2010
Auerbach Grayson April 2009 - April 2010
Bear Stearns January 2005 - June 2008
G7 Group June 2000 - December 2004
Inter American Development Bank June 1999 - June 2000
Skills
Latin America, Equities, Emerging Markets, Hedge Funds, Capital Markets, Bloomberg, Equity Research, Valuation, Financial Modeling, Economics, Global Macro, Investment Strategies, Asset Allocation, Financial Markets, Portfolio Management
Education
Georgetown University 1997 — 1999
MA, Latin American Studies, International Affairs, Economics
University of California, Davis 1992 — 1996
BA, International Relations
Daniel Governara's Bear Stearns Experience June 2007 - June 2008
Job Vice President at J.P. Morgan
Industry Investment Banking
Rod Murray's Bear Stearns Experience October 1992 - July 2008
Job at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company November 2008 - Present
Bear Stearns October 1992 - July 2008
Skills
Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Equities, Investment Banking, Securities, Derivatives, Structured Finance, Structured Products, Bonds, Bloomberg, Prime Brokerage, Credit Derivatives, Securities Lending, Swaps
Education
St. John's University School of Law 1982 — 1985
JD, Law
Fordham University 1978 — 1982
BA, Political Science
Jefferies & Company November 2008 - Present
Bear Stearns October 1992 - July 2008
Skills
Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Equities, Investment Banking, Securities, Derivatives, Structured Finance, Structured Products, Bonds, Bloomberg, Prime Brokerage, Credit Derivatives, Securities Lending, Swaps
Education
St. John's University School of Law 1982 — 1985
JD, Law
Fordham University 1978 — 1982
BA, Political Science
Lauren Mattson's Bear Stearns Experience October 2004 - May 2008
Job Chief Administrative Officer at Folger HIll Asset Management
Industry Financial Services
Experience
Folger HIll Asset Management November 2014 - Present
Merrill Lynch June 2014 - November 2014
J.P. Morgan Securities 2008 - 2013
Bear Stearns October 2004 - May 2008
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Series 7, Asset Management, Capital Markets, Investments, Investment Banking, Portfolio Management, Private Equity, Wealth Management, Bonds
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Fordham University School of Law
JD
Georgetown University
BA
Folger HIll Asset Management November 2014 - Present
Merrill Lynch June 2014 - November 2014
J.P. Morgan Securities 2008 - 2013
Bear Stearns October 2004 - May 2008
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Series 7, Asset Management, Capital Markets, Investments, Investment Banking, Portfolio Management, Private Equity, Wealth Management, Bonds
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Fordham University School of Law
JD
Georgetown University
BA
Amy Kaplan's Bear Stearns Experience July 2007 - March 2008
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan February 2014 - Present
JP Morgan February 2011 - January 2014
J.P. Morgan March 2008 - January 2011
Bear Stearns July 2007 - March 2008
Education
Fordham University 2003 — 2007
Bachelors, Finance, Economics
J.P. Morgan February 2014 - Present
JP Morgan February 2011 - January 2014
J.P. Morgan March 2008 - January 2011
Bear Stearns July 2007 - March 2008
Education
Fordham University 2003 — 2007
Bachelors, Finance, Economics
Lee Anne Milhiser's Bear Stearns Experience November 1990 - June 1993
Job Global Risk Management Executive
Industry Financial Services
Experience
Searching for a New Opportunity November 2014 - Present
AIG July 2012 - November 2014
MF Global July 2008 - November 2011
Morgan Stanley November 2004 - June 2008
Deutsche Bank Securities February 2002 - May 2004
Donaldson, Lufkin & Jenrette June 1993 - January 2001
Bear Stearns November 1990 - June 1993
Skills
Operational Risk, Re-engineering, Equities, Derivatives, Risk, Risk Management, Enterprise Risk..., Operational Risk..., Financial Risk, Capital Markets, Fixed Income, Trading, Strategy, Finance, Corporate Finance, Options, Financial Services, Internal Controls, Basel II, Securities, Management, Mentoring
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Lehigh University - College of Business and Economics 1986 — 1990
BS, Finance
Searching for a New Opportunity November 2014 - Present
AIG July 2012 - November 2014
MF Global July 2008 - November 2011
Morgan Stanley November 2004 - June 2008
Deutsche Bank Securities February 2002 - May 2004
Donaldson, Lufkin & Jenrette June 1993 - January 2001
Bear Stearns November 1990 - June 1993
Skills
Operational Risk, Re-engineering, Equities, Derivatives, Risk, Risk Management, Enterprise Risk..., Operational Risk..., Financial Risk, Capital Markets, Fixed Income, Trading, Strategy, Finance, Corporate Finance, Options, Financial Services, Internal Controls, Basel II, Securities, Management, Mentoring
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Lehigh University - College of Business and Economics 1986 — 1990
BS, Finance
Patrick Marsh's Bear Stearns Experience 2000 - 2008
Job Managing Director at Citi
Industry Banking
Experience
Citi September 2010 - Present
JPMorgan July 2000 - September 2010
Bear Stearns 2000 - 2008
BHF (USA) Capital Corporation 1998 - 2000
Skills
Investment Banking, Portfolio Management, Restructuring, Mergers & Acquisitions, Capital Markets, Banking, Credit, Mergers, Strategy, Fixed Income, Management, Finance, Financial Institutions, Leveraged Finance, Financial Structuring, Private Equity, Structured Finance, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance, Accounting
Fordham University 1985 — 1989
BA, Politcal Science/Economics
Citi September 2010 - Present
JPMorgan July 2000 - September 2010
Bear Stearns 2000 - 2008
BHF (USA) Capital Corporation 1998 - 2000
Skills
Investment Banking, Portfolio Management, Restructuring, Mergers & Acquisitions, Capital Markets, Banking, Credit, Mergers, Strategy, Fixed Income, Management, Finance, Financial Institutions, Leveraged Finance, Financial Structuring, Private Equity, Structured Finance, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance, Accounting
Fordham University 1985 — 1989
BA, Politcal Science/Economics
Anthony Migliorelli's Bear Stearns Experience January 1997 - January 1998
Job AVP at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo Mitsubishi UFJ August 2011 - Present
Barclays Capital April 2011 - August 2011
BNP Paribas December 2010 - April 2011
Lehman Brothers January 2004 - January 2008
Deutsche Bank January 1998 - January 2004
Bear Stearns January 1997 - January 1998
Skills
FX Options, Trading, Banking, Foreign Exchange, Options, Payments, Prime Brokerage, Settlement, Electronic Trading, Money Market, SWIFT payments, Fixed Income, Back Office, Credit Derivatives, Derivatives, Bloomberg, Operational Risk, OFAC, Operational Risk..., Swaps, Sanction, Treasury, Financial Transactions, Currency, Account Reconciliation, Investment Banking, Securities
Education
Fordham University 1990 — 1995
BS, Political Science
Bank of Tokyo Mitsubishi UFJ August 2011 - Present
Barclays Capital April 2011 - August 2011
BNP Paribas December 2010 - April 2011
Lehman Brothers January 2004 - January 2008
Deutsche Bank January 1998 - January 2004
Bear Stearns January 1997 - January 1998
Skills
FX Options, Trading, Banking, Foreign Exchange, Options, Payments, Prime Brokerage, Settlement, Electronic Trading, Money Market, SWIFT payments, Fixed Income, Back Office, Credit Derivatives, Derivatives, Bloomberg, Operational Risk, OFAC, Operational Risk..., Swaps, Sanction, Treasury, Financial Transactions, Currency, Account Reconciliation, Investment Banking, Securities
Education
Fordham University 1990 — 1995
BS, Political Science
Richard Kirikian's Bear Stearns Experience 2002 - 2008
Job Managing Director at Societe Generale Corporate and Investment Banking SGCIB
Industry Real Estate
Experience
Societe Generale Corporate and Investment Banking - SGCIB March 2015 - Present
Ladder Capital Finance LLC March 2012 - March 2015
Guggenheim Partners March 2011 - December 2011
JP Morgan May 2008 - September 2009
Bear Stearns 2002 - 2008
Morgan Stanley 1995 - 2002
Bear Stearns 1993 - 1995
Skills
CMBS, Capital Markets, Securitization, Loans, Loan Origination, Commercial Real Estate, Commercial Mortgages, Structured Finance, Due Diligence, Series 7, Fixed Income, Asset Managment, Financial Structuring
Education
Fordham Gabelli School of Business 1988 — 1990
M.B.A., Finance
Tulane University 1983 — 1987
B.A., Political Science
Princeton High School 1979 — 1983
Societe Generale Corporate and Investment Banking - SGCIB March 2015 - Present
Ladder Capital Finance LLC March 2012 - March 2015
Guggenheim Partners March 2011 - December 2011
JP Morgan May 2008 - September 2009
Bear Stearns 2002 - 2008
Morgan Stanley 1995 - 2002
Bear Stearns 1993 - 1995
Skills
CMBS, Capital Markets, Securitization, Loans, Loan Origination, Commercial Real Estate, Commercial Mortgages, Structured Finance, Due Diligence, Series 7, Fixed Income, Asset Managment, Financial Structuring
Education
Fordham Gabelli School of Business 1988 — 1990
M.B.A., Finance
Tulane University 1983 — 1987
B.A., Political Science
Princeton High School 1979 — 1983
Clifford Sterling's Bear Stearns Experience June 1985 - June 2008
Job President, Tribal Capital Markets, LLC
Industry Financial Services
Experience
Braver Stern & Co. August 2008 - August 2012
Bear Stearns June 1985 - June 2008
Education
Franklin & Marshall College 1976 — 1980
Bachelor of Arts (B.A.), Finance
Braver Stern & Co. August 2008 - August 2012
Bear Stearns June 1985 - June 2008
Education
Franklin & Marshall College 1976 — 1980
Bachelor of Arts (B.A.), Finance
Philip Bianchi's Bear Stearns Experience 2005 - 2007
Job Financial Institutions Group, Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2013 - Present
Freeman & Co. July 2012 - May 2013
American Capital, Ltd. January 2008 - July 2009
Bear Stearns 2005 - 2007
Argent Mortgage 2003 - 2005
Education
Johns Hopkins SAIS 2010 — 2012
M.A. in International Economics/Relations, Economics
University of Virginia Darden School of Business 2009 — 2012
MBA
Fulbright 2002 — 2003
Fulbright Grant, Diplomatic History
Fordham University 1998 — 2002
B.A., Philosophy and Political Science
Bank of America Merrill Lynch May 2013 - Present
Freeman & Co. July 2012 - May 2013
American Capital, Ltd. January 2008 - July 2009
Bear Stearns 2005 - 2007
Argent Mortgage 2003 - 2005
Education
Johns Hopkins SAIS 2010 — 2012
M.A. in International Economics/Relations, Economics
University of Virginia Darden School of Business 2009 — 2012
MBA
Fulbright 2002 — 2003
Fulbright Grant, Diplomatic History
Fordham University 1998 — 2002
B.A., Philosophy and Political Science
Stephen Volastro's Bear Stearns Experience April 2006 - February 2008
Job Senior Director, Client Service at RGP
Industry Management Consulting
Experience
RGP August 2015 - Present
Resources Global Professionals February 2008 - August 2015
Bear Stearns April 2006 - February 2008
Bank of New York Mellon April 2004 - April 2006
UBS June 2003 - April 2004
Deutsche Bank November 1999 - June 2003
JP Morgan June 1997 - November 1999
Bankers Trust May 1994 - June 1997
Skills
Hedge Funds, Fixed Income, Capital Markets, Financial Services, Financial Analysis, Professional Services
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Pace University - Lubin School of Business 1990 — 1994
BBA, Business Management
St Joseph by the Sea HS
RGP August 2015 - Present
Resources Global Professionals February 2008 - August 2015
Bear Stearns April 2006 - February 2008
Bank of New York Mellon April 2004 - April 2006
UBS June 2003 - April 2004
Deutsche Bank November 1999 - June 2003
JP Morgan June 1997 - November 1999
Bankers Trust May 1994 - June 1997
Skills
Hedge Funds, Fixed Income, Capital Markets, Financial Services, Financial Analysis, Professional Services
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Pace University - Lubin School of Business 1990 — 1994
BBA, Business Management
St Joseph by the Sea HS
Stephen Muto's Bear Stearns Experience November 2001 - March 2008
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald January 2009 - Present
Bear Stearns November 2001 - March 2008
Credit Suisse October 2000 - September 2001
DLJ March 1998 - October 2000
Morgan Stanley Smith Barney March 1989 - November 1997
Tradition 1988 - 1989
Skills
Fixed Income, Series 7, Hedge Funds, Capital Markets, Trading, Equities, Alternative Investments, Series 63, Bonds, Bloomberg, Derivatives, Securities
Education
Franklin & Marshall College 1984 — 1988
BA, Business Administration
Cold Spring Harbor High School 1980 — 1984
East Side School 1976 — 1978
Cantor Fitzgerald January 2009 - Present
Bear Stearns November 2001 - March 2008
Credit Suisse October 2000 - September 2001
DLJ March 1998 - October 2000
Morgan Stanley Smith Barney March 1989 - November 1997
Tradition 1988 - 1989
Skills
Fixed Income, Series 7, Hedge Funds, Capital Markets, Trading, Equities, Alternative Investments, Series 63, Bonds, Bloomberg, Derivatives, Securities
Education
Franklin & Marshall College 1984 — 1988
BA, Business Administration
Cold Spring Harbor High School 1980 — 1984
East Side School 1976 — 1978
Brendan Higgins's Bear Stearns Experience July 2007 - July 2008
Job Manager, Strategic Projects at GLG
Industry Management Consulting
Experience
GLG August 2014 - Present
Alvarez & Marsal 2012 - 2013
Booz Allen Hamilton August 2008 - November 2011
Bear Stearns July 2007 - July 2008
UBS June 2005 - December 2006
Skills
Strategic Planning, Marketing Strategy, Corporate Communications, Digital Strategy, Management Consulting, Event Management, Business Process..., Technical Writing, Strategic Communications, Strategy Development, New Business Development, Analysis, Analytics, Business Process, Program Management
Education
Fordham University 2003 — 2007
Bachelor’s Degree, Economics
Fairfield Prep 1999 — 2003
High School
GLG August 2014 - Present
Alvarez & Marsal 2012 - 2013
Booz Allen Hamilton August 2008 - November 2011
Bear Stearns July 2007 - July 2008
UBS June 2005 - December 2006
Skills
Strategic Planning, Marketing Strategy, Corporate Communications, Digital Strategy, Management Consulting, Event Management, Business Process..., Technical Writing, Strategic Communications, Strategy Development, New Business Development, Analysis, Analytics, Business Process, Program Management
Education
Fordham University 2003 — 2007
Bachelor’s Degree, Economics
Fairfield Prep 1999 — 2003
High School
Kenny Perschetz's Bear Stearns Experience 1986 - 1994
Job ARM MBS Trader
Industry Financial Services
Experience
JVB Financial Group, LLC April 2012 - Present
Oppenheimer & Co. June 2010 - March 2012
Nomura Securities 2006 - 2008
Sandler O'Neill & Partners 1994 - 2006
Bear Stearns 1986 - 1994
Dean Witter 1983 - 1986
Standard & Poor's 1977 - 1983
Education
Fordham University 1978 — 1980
MBA
University of Hartford 1973 — 1977
BS
JVB Financial Group, LLC April 2012 - Present
Oppenheimer & Co. June 2010 - March 2012
Nomura Securities 2006 - 2008
Sandler O'Neill & Partners 1994 - 2006
Bear Stearns 1986 - 1994
Dean Witter 1983 - 1986
Standard & Poor's 1977 - 1983
Education
Fordham University 1978 — 1980
MBA
University of Hartford 1973 — 1977
BS
Chael Clark's Bear Stearns Experience June 2007 - September 2008
Job Associate at Bickel & Brewer
Industry Legal Services
Experience
Brewer, Attorneys & Counselors September 2013 - Present
Fordham University School of Law August 2010 - May 2013
The Hon. Barbara S. Jones June 2012 - August 2012
Royal Bank of Canada September 2008 - August 2010
Bear Stearns June 2007 - September 2008
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Research, PowerPoint, Legal Writing, Financial Analysis, Nonprofits, Social Media, Corporate Law
Education
Fordham University School of Law 2010 — 2013
J.D.
New York University 2003 — 2007
B.A., Economics
Brewer, Attorneys & Counselors September 2013 - Present
Fordham University School of Law August 2010 - May 2013
The Hon. Barbara S. Jones June 2012 - August 2012
Royal Bank of Canada September 2008 - August 2010
Bear Stearns June 2007 - September 2008
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Research, PowerPoint, Legal Writing, Financial Analysis, Nonprofits, Social Media, Corporate Law
Education
Fordham University School of Law 2010 — 2013
J.D.
New York University 2003 — 2007
B.A., Economics
Brad Matthews's Bear Stearns Experience August 2003 - September 2004
Job Founder & CEO at Trizic, Inc
Industry Financial Services
Experience
Trizic, Inc. July 2011 - Present
JP Morgan Private Bank October 2009 - July 2011
Barclays January 2009 - October 2009
Citi Private Bank 2004 - 2008
Bear Stearns August 2003 - September 2004
Skills
Financial Services, Investments, Strategic Financial...
Education
Fordham University
Graduate Studies
University of Arizona
BS, Political Science and Business Administration
Trizic, Inc. July 2011 - Present
JP Morgan Private Bank October 2009 - July 2011
Barclays January 2009 - October 2009
Citi Private Bank 2004 - 2008
Bear Stearns August 2003 - September 2004
Skills
Financial Services, Investments, Strategic Financial...
Education
Fordham University
Graduate Studies
University of Arizona
BS, Political Science and Business Administration
jonathan babkow's Bear Stearns Experience 1993 - 2008
Job Distressed Investments
Industry Financial Services
Experience
Goldman Sachs August 2008 - Present
Bear Stearns 1993 - 2008
Education
Franklin & Marshall College
Goldman Sachs August 2008 - Present
Bear Stearns 1993 - 2008
Education
Franklin & Marshall College
Christine Garraway's Bear Stearns Experience September 2006 - August 2008
Job Trainer/Applications Specialist at Haynes and Boone, LLP
Industry Legal Services
Experience
Haynes and Boone, LLP January 2013 - Present
Crandall ISD August 2011 - December 2012
Fort Hays State University August 2011 - December 2011
Dallas ISD August 2010 - July 2011
Wills Point ISD August 2009 - August 2010
Forney ISD January 2009 - May 2009
Bear Stearns September 2006 - August 2008
Williams Lea (Bowne Business Solutions) January 2000 - September 2006
J.P. Morgan July 1989 - January 2000
Skills
Teaching, Instructional Design, Staff Development, Curriculum Design, Public Speaking, E-Learning, Technology Integration, Teachers, Research, Event Planning, Curriculum Development, Educational Technology, K-12, Strategic Planning, Team Building, Customer Service, Microsoft Word, Outlook, Microsoft Excel, Instructional Technology, Microsoft Office, Training, Editing, Software Documentation, Distance Learning, Lesson Planning, Teacher Training, Classroom, PowerPoint, Writing, Leadership
Education
Fort Hays State University 2007 — 2009
M.S.
Midwestern State University 2002 — 2004
B.A.A.S.
Eastfield College 1999 — 2002
A.A.S.
Haynes and Boone, LLP January 2013 - Present
Crandall ISD August 2011 - December 2012
Fort Hays State University August 2011 - December 2011
Dallas ISD August 2010 - July 2011
Wills Point ISD August 2009 - August 2010
Forney ISD January 2009 - May 2009
Bear Stearns September 2006 - August 2008
Williams Lea (Bowne Business Solutions) January 2000 - September 2006
J.P. Morgan July 1989 - January 2000
Skills
Teaching, Instructional Design, Staff Development, Curriculum Design, Public Speaking, E-Learning, Technology Integration, Teachers, Research, Event Planning, Curriculum Development, Educational Technology, K-12, Strategic Planning, Team Building, Customer Service, Microsoft Word, Outlook, Microsoft Excel, Instructional Technology, Microsoft Office, Training, Editing, Software Documentation, Distance Learning, Lesson Planning, Teacher Training, Classroom, PowerPoint, Writing, Leadership
Education
Fort Hays State University 2007 — 2009
M.S.
Midwestern State University 2002 — 2004
B.A.A.S.
Eastfield College 1999 — 2002
A.A.S.
Charles Giessen's Bear Stearns Experience 1992 - 1993
Job Financial Services Executive
Industry Financial Services
Experience
Options Technology August 2012 - Present
SS & C Technology, January 2010 - June 2012
SS&C Technologies (Formerly Tradeware Global) 2010 - June 2012
SS&C Technologies 2010 - June 2012
Tradeware Global August 2006 - December 2009
Tradeware Global June 2004 - July 2006
Omiris Networks 1999 - 2004
Salomon Brothers 1993 - 1999
Bear Stearns 1992 - 1993
Morgan Stanley Capital International, London 1986 - 1991
Skills
Equities, Electronic Trading, Trading Systems, Hedge Funds, Fixed Income, Derivatives, Trading, Capital Markets, Asset Managment, Financial Markets, Equity Trading, Securities, Alternative Investments, Back Office, Asset Management, Bloomberg, Emerging Markets, FX Options, Investment Banking, Investments, Low Latency, Market Data, Options, Prime Brokerage
Education
Fordham University 1975 — 1980
BA, Finance
Options Technology August 2012 - Present
SS & C Technology, January 2010 - June 2012
SS&C Technologies (Formerly Tradeware Global) 2010 - June 2012
SS&C Technologies 2010 - June 2012
Tradeware Global August 2006 - December 2009
Tradeware Global June 2004 - July 2006
Omiris Networks 1999 - 2004
Salomon Brothers 1993 - 1999
Bear Stearns 1992 - 1993
Morgan Stanley Capital International, London 1986 - 1991
Skills
Equities, Electronic Trading, Trading Systems, Hedge Funds, Fixed Income, Derivatives, Trading, Capital Markets, Asset Managment, Financial Markets, Equity Trading, Securities, Alternative Investments, Back Office, Asset Management, Bloomberg, Emerging Markets, FX Options, Investment Banking, Investments, Low Latency, Market Data, Options, Prime Brokerage
Education
Fordham University 1975 — 1980
BA, Finance
Vanessa Rigg Prentice's Bear Stearns Experience 1987 - 1988
Job Director of Development at Saint Joseph Abbey and Seminary College
Industry Fund-Raising
Experience
Saint Joseph Abbey and Seminary College August 2005 - November 2014
Hibernia National Bank 1992 - 1996
Reuters 1988 - 1991
Bear Stearns 1987 - 1988
OppenheimerFunds 1986 - 1988
Skills
Nonprofits, Strategic Planning, Public Speaking, Fixed Income, Community Outreach, Volunteer Management, Equities, Event Planning, Fundraising, Leadership
Education
Loyola University New Orleans 1991 — 1993
MBA, Business
Fordham University 1988 — 1991
MBA, Business
University of Massachusetts, Amherst 1983 — 1986
B.A., Marketing
Saint Joseph Abbey and Seminary College August 2005 - November 2014
Hibernia National Bank 1992 - 1996
Reuters 1988 - 1991
Bear Stearns 1987 - 1988
OppenheimerFunds 1986 - 1988
Skills
Nonprofits, Strategic Planning, Public Speaking, Fixed Income, Community Outreach, Volunteer Management, Equities, Event Planning, Fundraising, Leadership
Education
Loyola University New Orleans 1991 — 1993
MBA, Business
Fordham University 1988 — 1991
MBA, Business
University of Massachusetts, Amherst 1983 — 1986
B.A., Marketing
Joe Wayne Byers's Bear Stearns Experience 2007 - 2008
Job Financial Energy Professional
Industry Financial Services
Experience
Direct Energy September 2014 - Present
Martin Energy Trading LLC December 2012 - September 2014
BP 2009 - December 2012
Enterprise Products, Inc 2008 - 2009
Bear Stearns 2007 - 2008
University of Tulsa 2003 - 2007
Williams Company 1999 - 2003
Oklahoma State University 1995 - 1999
Skills
Commodity Markets, Natural Gas, Risk Management, Financial Modeling, Trading, Commodity, Hedging, Energy, Derivatives, Valuation, Options, Financial Analysis, Energy Markets, Financial Risk, Quantitative Finance, Monte Carlo Simulation, Quantitative Analytics, Economics, Corporate Finance, VBA, Portfolio Management, Analysis, Statistics, Energy Industry, Credit Risk, Bloomberg, Market Risk, Project Finance, Fixed Income, FX Options, Structured Products, Financial Markets, VAR, Trading Systems, Structured Finance, Swaps, Commodity Risk..., Hedge Funds, Financial Structuring, Equities, Big Picture View, Systems Analysis, Econometrics, Systems Thinking, Leadership
Education
Oklahoma State University 1995 — 1999
PhD, Finance
Fort Hays State University 1992 — 1995
MBA, Business
Fort Hays State University 1985 — 1987
BS, Mathematics
Direct Energy September 2014 - Present
Martin Energy Trading LLC December 2012 - September 2014
BP 2009 - December 2012
Enterprise Products, Inc 2008 - 2009
Bear Stearns 2007 - 2008
University of Tulsa 2003 - 2007
Williams Company 1999 - 2003
Oklahoma State University 1995 - 1999
Skills
Commodity Markets, Natural Gas, Risk Management, Financial Modeling, Trading, Commodity, Hedging, Energy, Derivatives, Valuation, Options, Financial Analysis, Energy Markets, Financial Risk, Quantitative Finance, Monte Carlo Simulation, Quantitative Analytics, Economics, Corporate Finance, VBA, Portfolio Management, Analysis, Statistics, Energy Industry, Credit Risk, Bloomberg, Market Risk, Project Finance, Fixed Income, FX Options, Structured Products, Financial Markets, VAR, Trading Systems, Structured Finance, Swaps, Commodity Risk..., Hedge Funds, Financial Structuring, Equities, Big Picture View, Systems Analysis, Econometrics, Systems Thinking, Leadership
Education
Oklahoma State University 1995 — 1999
PhD, Finance
Fort Hays State University 1992 — 1995
MBA, Business
Fort Hays State University 1985 — 1987
BS, Mathematics
Todd Kushman's Bear Stearns Experience 2003 - June 2008
Job Managing Director at Cerberus Capital Management
Industry Financial Services
Experience
Cerberus Capital Management February 2014 - Present
Ally Financial Inc. May 2009 - February 2014
J.P. Morgan June 2008 - April 2009
Bear Stearns 2003 - June 2008
ACE Group 2002 - 2003
ACE Group 2002 - 2003
ACE Group 2002 - 2003
ACE Group 2002 - 2003
Skills
Fixed Income, MBS, Capital Markets, Derivatives, Portfolio Management, Trading, Financial Modeling, Securitization, Credit, ABS, Structured Products, Credit Derivatives, Hedge Funds, Emerging Markets, Financial Analysis, Structured Finance, Risk Management, Due Diligence, Financial Services, Bloomberg
Education
Fordham University 2000 — 2002
Master of Business Administration (MBA), Finance & Media Management
The Ohio State University 1990 — 1995
Bachelor of Science (BS), Accounting
Cerberus Capital Management February 2014 - Present
Ally Financial Inc. May 2009 - February 2014
J.P. Morgan June 2008 - April 2009
Bear Stearns 2003 - June 2008
ACE Group 2002 - 2003
ACE Group 2002 - 2003
ACE Group 2002 - 2003
ACE Group 2002 - 2003
Skills
Fixed Income, MBS, Capital Markets, Derivatives, Portfolio Management, Trading, Financial Modeling, Securitization, Credit, ABS, Structured Products, Credit Derivatives, Hedge Funds, Emerging Markets, Financial Analysis, Structured Finance, Risk Management, Due Diligence, Financial Services, Bloomberg
Education
Fordham University 2000 — 2002
Master of Business Administration (MBA), Finance & Media Management
The Ohio State University 1990 — 1995
Bachelor of Science (BS), Accounting
Christopher DeMarco's Bear Stearns Experience 1993 - 2007
Job Managing Director Joint Global Head of Senior Relationship Management at UBS Securities LLC
Industry Financial Services
Experience
UBS Securities LLC 2009 - Present
Merrill Lynch 2007 - 2009
Bear Stearns 1993 - 2007
NCO Investors 1991 - 1993
Bankers Trust Co. 1988 - 1991
Skills
Hedge Funds, Capital Markets, Investment Banking
Education
Georgetown University
Bachelor of Science
New York University - Leonard N. Stern School of Business
MBA, Finance & International Business
UBS Securities LLC 2009 - Present
Merrill Lynch 2007 - 2009
Bear Stearns 1993 - 2007
NCO Investors 1991 - 1993
Bankers Trust Co. 1988 - 1991
Skills
Hedge Funds, Capital Markets, Investment Banking
Education
Georgetown University
Bachelor of Science
New York University - Leonard N. Stern School of Business
MBA, Finance & International Business
Wei-Tong Shu's Bear Stearns Experience April 1994 - June 2008
Job Managing Director at ING
Industry Banking
Experience
ING February 2010 - Present
Bear Stearns April 1994 - June 2008
Goldman Sachs October 1992 - April 1994
Morgan Stanley December 1991 - October 1992
MIT June 1991 - December 1991
Institute for Advanced Study June 1990 - June 1991
Institut Des Hautes Etudes Scientifiques, France January 1990 - April 1990
Education
Princeton University 1986 — 1990
Ph. D, Mathematics
Fudan University 1980 — 1986
BA, Mathematics
ING February 2010 - Present
Bear Stearns April 1994 - June 2008
Goldman Sachs October 1992 - April 1994
Morgan Stanley December 1991 - October 1992
MIT June 1991 - December 1991
Institute for Advanced Study June 1990 - June 1991
Institut Des Hautes Etudes Scientifiques, France January 1990 - April 1990
Education
Princeton University 1986 — 1990
Ph. D, Mathematics
Fudan University 1980 — 1986
BA, Mathematics
J. Burke McHugh's Bear Stearns Experience 2007 - 2009
Job Consultant at Kramer Levin Naftalis & Frankel LLP
Industry Legal Services
Experience
Kramer Levin Naftalis & Frankel LLP August 2009 - Present
JPMorgan 2008 - 2009
Bear Stearns 2007 - 2009
Skadden Arps 1999 - 2007
NatWest Markets 1997 - 1999
Securities Industry Assoc. 1991 - 1997
Skills
Microsoft Excel, Litigation, Accounting, Legal Research, Microsoft Office, Business Analysis, Policy, Risk Management
Education
Fordham University 1991 — 1996
BA, History
Kramer Levin Naftalis & Frankel LLP August 2009 - Present
JPMorgan 2008 - 2009
Bear Stearns 2007 - 2009
Skadden Arps 1999 - 2007
NatWest Markets 1997 - 1999
Securities Industry Assoc. 1991 - 1997
Skills
Microsoft Excel, Litigation, Accounting, Legal Research, Microsoft Office, Business Analysis, Policy, Risk Management
Education
Fordham University 1991 — 1996
BA, History
Matthew Stover's Bear Stearns Experience May 1991 - July 1995
Job Equity Research Analyst at Susquehanna International Group, LLP (SIG)
Industry Investment Management
Experience
Susquehanna International Group, LLP (SIG) July 2014 - Present
Guggenheim Capital Markets March 2011 - April 2014
Wellington Management March 2002 - December 2009
Salomon Smith Barney August 1999 - March 2002
Paine Webber July 1995 - July 1999
Bear Stearns May 1991 - July 1995
Skills
Equity Research, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Financial Analysis, Investment Banking
Education
Fordham University 1987 — 1991
BS, Economics
Susquehanna International Group, LLP (SIG) July 2014 - Present
Guggenheim Capital Markets March 2011 - April 2014
Wellington Management March 2002 - December 2009
Salomon Smith Barney August 1999 - March 2002
Paine Webber July 1995 - July 1999
Bear Stearns May 1991 - July 1995
Skills
Equity Research, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Financial Analysis, Investment Banking
Education
Fordham University 1987 — 1991
BS, Economics
Todd Viserto's Bear Stearns Experience July 1998 - June 2008
Job Residential & Commercial Contracting
Industry Construction
Experience
Grand Crews Contracting June 2012 - Present
SJ Levinson December 2009 - April 2011
Jesup & Lamont June 2008 - November 2009
Bear Stearns July 1998 - June 2008
Education
Fordham University
Grand Crews Contracting June 2012 - Present
SJ Levinson December 2009 - April 2011
Jesup & Lamont June 2008 - November 2009
Bear Stearns July 1998 - June 2008
Education
Fordham University
Paul Chartier, CFA's Bear Stearns Experience 1996 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
Chartier Redevelopment Group January 2008 - Present
HSBC 2013 - Present
Merrill Lynch 2012 - 2013
FTN Financial 2009 - 2010
Dresdner Kleinwort / Wachovia 2004 - 2008
UBS Securities LLC 2000 - 2003
BT Alex Brown 1998 - 2000
Bear Stearns 1996 - 1997
Skills
Equities, Derivatives, Asset Management, Prime Brokerage, Hedge Funds, Options, Financial Services, Finance, Equity Research, Credit, Start-ups, Accounting, Fixed Income, Management, Alternative Investments, Securities, Series 7, Capital Markets, Investment Banking, Electronic Trading, Trading, Bloomberg, Series 63, Portfolio Management
Education
Fordham University 2011 — 2013
MSCi, Computer and InformationScience
Providence College 1991 — 1995
Bachelor of Science (BS), Accounting
Bergen Catholic High School 1988 — 1991
High School
Chartier Redevelopment Group January 2008 - Present
HSBC 2013 - Present
Merrill Lynch 2012 - 2013
FTN Financial 2009 - 2010
Dresdner Kleinwort / Wachovia 2004 - 2008
UBS Securities LLC 2000 - 2003
BT Alex Brown 1998 - 2000
Bear Stearns 1996 - 1997
Skills
Equities, Derivatives, Asset Management, Prime Brokerage, Hedge Funds, Options, Financial Services, Finance, Equity Research, Credit, Start-ups, Accounting, Fixed Income, Management, Alternative Investments, Securities, Series 7, Capital Markets, Investment Banking, Electronic Trading, Trading, Bloomberg, Series 63, Portfolio Management
Education
Fordham University 2011 — 2013
MSCi, Computer and InformationScience
Providence College 1991 — 1995
Bachelor of Science (BS), Accounting
Bergen Catholic High School 1988 — 1991
High School
Eugene Chiulli's Bear Stearns Experience 2000 - 2008
Job Managing Director, Controller at RBC US Holdco
Industry Accounting
Experience
RBC US Holdco and Subsidiaries April 2011 - Present
JP Morgan March 2008 - April 2011
Bear Stearns 2000 - 2008
Credit Lyonnais July 1997 - August 2000
Deloitte August 1991 - July 1997
Skills
Fixed Income, Hedge Funds, Equities, Capital Markets, Prime Brokerage, Financial Modeling, Financial Analysis, Derivatives, Financial Reporting, Securities, Accounting, Cash Management
Education
Fordham University 1988 — 1991
BS, Accounting
Fordham Prep 1984 — 1988
RBC US Holdco and Subsidiaries April 2011 - Present
JP Morgan March 2008 - April 2011
Bear Stearns 2000 - 2008
Credit Lyonnais July 1997 - August 2000
Deloitte August 1991 - July 1997
Skills
Fixed Income, Hedge Funds, Equities, Capital Markets, Prime Brokerage, Financial Modeling, Financial Analysis, Derivatives, Financial Reporting, Securities, Accounting, Cash Management
Education
Fordham University 1988 — 1991
BS, Accounting
Fordham Prep 1984 — 1988
Jason Spear's Bear Stearns Experience July 2007 - October 2007
Job
Industry Financial Services
Experience
Axiom International Investors, LLC June 2012 - January 2014
JPMorgan July 2007 - July 2012
Bear Stearns July 2007 - October 2007
Skills
Prime Brokerage, Hedge Funds, Series 7, Alternative Investments, Asset Management, Portfolio Management, Fund Of Funds, Financial Markets, Asset Allocation, Valuation, Capital Markets, Trading Systems, Options, Bloomberg Terminal, Private Equity, Derivatives, Investor Relations, Electronic Trading, Fixed Income, Wealth Management, Bonds, Series 63, Credit Derivatives, Investments, Structured Products, Equity Trading, FX Options, Trading, Bloomberg, Investment Banking, Equities, Financial Services, Mutual Funds, Investment Management, Middle Office, Investment Strategies, Financial Modeling, Market Risk
Education
Fordham University 2003 — 2007
Bachelor of Science (B.S.), Finance
Fairfield Prep
Axiom International Investors, LLC June 2012 - January 2014
JPMorgan July 2007 - July 2012
Bear Stearns July 2007 - October 2007
Skills
Prime Brokerage, Hedge Funds, Series 7, Alternative Investments, Asset Management, Portfolio Management, Fund Of Funds, Financial Markets, Asset Allocation, Valuation, Capital Markets, Trading Systems, Options, Bloomberg Terminal, Private Equity, Derivatives, Investor Relations, Electronic Trading, Fixed Income, Wealth Management, Bonds, Series 63, Credit Derivatives, Investments, Structured Products, Equity Trading, FX Options, Trading, Bloomberg, Investment Banking, Equities, Financial Services, Mutual Funds, Investment Management, Middle Office, Investment Strategies, Financial Modeling, Market Risk
Education
Fordham University 2003 — 2007
Bachelor of Science (B.S.), Finance
Fairfield Prep
Suzanne M. (Suzanne Meehan) Emrich's Bear Stearns Experience June 1996 - October 2000
Job Real Estate Agent Towne Realty Group, LLC
Industry Financial Services
Experience
Towne Realty Group, LLC October 2014 - Present
Credit Suisse April 2003 - 2009
Morgan Stanley October 2000 - November 2001
Bear Stearns June 1996 - October 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Budgets, High Yield, Banking, Accounting, Financial Analysis, Credit Derivatives, Risk Management, Investments, Sales, First Time Home Buyers, Real Estate Transactions, Finance, Asset Management, Real Estate, Investment Properties, Financial Services, Residential Homes, Negotiation, Management, Marketing
Education
Fordham University 1992 — 1996
Bachelor of Science (BS), Finance and Marketing
Towne Realty Group, LLC October 2014 - Present
Credit Suisse April 2003 - 2009
Morgan Stanley October 2000 - November 2001
Bear Stearns June 1996 - October 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Budgets, High Yield, Banking, Accounting, Financial Analysis, Credit Derivatives, Risk Management, Investments, Sales, First Time Home Buyers, Real Estate Transactions, Finance, Asset Management, Real Estate, Investment Properties, Financial Services, Residential Homes, Negotiation, Management, Marketing
Education
Fordham University 1992 — 1996
Bachelor of Science (BS), Finance and Marketing
Salvatore DiMaggio's Bear Stearns Experience May 1983 - September 2008
Job VP finance/Treasury DE Shaw
Industry Investment Management
Experience
DE Shaw December 2008 - Present
Bear Stearns May 1983 - September 2008
Skills
Hedge Funds, Equities, Capital Markets
Education
Fordham University 1979 — 1983
B.S, finance
DE Shaw December 2008 - Present
Bear Stearns May 1983 - September 2008
Skills
Hedge Funds, Equities, Capital Markets
Education
Fordham University 1979 — 1983
B.S, finance
Kenneth McAloon's Bear Stearns Experience 2003 - 2008
Job Director Taxexempt Sales at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2008 - Present
Bear Stearns 2003 - 2008
Skills
CFA Charter Holder, Bonds, Bloomberg, Series 7, Series 63, Chartered Financial..., Capital Markets, Asset Management, Fixed Income, Securities, Alternative Investments, Equities, Derivatives, Structured Products, Hedge Funds, Thoracic, Thorough Research, Thoracic Outlet Syndrome, Magicians, Basketball Coaching, Soups, Theatre, Investment Banking, Investments
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
SUNY Albany
Economics, Economics
RBC Capital Markets 2008 - Present
Bear Stearns 2003 - 2008
Skills
CFA Charter Holder, Bonds, Bloomberg, Series 7, Series 63, Chartered Financial..., Capital Markets, Asset Management, Fixed Income, Securities, Alternative Investments, Equities, Derivatives, Structured Products, Hedge Funds, Thoracic, Thorough Research, Thoracic Outlet Syndrome, Magicians, Basketball Coaching, Soups, Theatre, Investment Banking, Investments
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
SUNY Albany
Economics, Economics
Tara Dowdell-Gullace's Bear Stearns Experience August 2001 - August 2008
Job Independent Accounting Professional
Industry
Experience
Bear Stearns August 2001 - August 2008
Education
Fordham University 1988 — 1992
BS, Accounting
Bear Stearns August 2001 - August 2008
Education
Fordham University 1988 — 1992
BS, Accounting
Andrew Dacey's Bear Stearns Experience July 2005 - March 2008
Job Managing Director, Head of North America SalesTrading and Execution at Maybank Kim Eng Securities
Industry Financial Services
Experience
Maybank Kim Eng Securities July 2014 - Present
Maybank Kim Eng January 2011 - Present
Gilder Gagnon Howe January 2009 - July 2010
J.P. Morgan March 2008 - December 2008
Bear Stearns July 2005 - March 2008
Skills
Equities, Trading, Bloomberg, Hedge Funds, Financial Modeling, Asset Management, Capital Markets, Series 7, Investments, Securities, Portfolio Management, Equity Research, Financial Analysis, Investment Strategies, Options, Investment Management, Economics, Risk Management, Due Diligence, Series 63, series 55, Trading Systems, Electronic Trading, Algorithms, trading technology, Technical Analysis, Commission Management, Emerging Markets
Education
Franklin & Marshall College 2000 — 2004
BA, Government
Maybank Kim Eng Securities July 2014 - Present
Maybank Kim Eng January 2011 - Present
Gilder Gagnon Howe January 2009 - July 2010
J.P. Morgan March 2008 - December 2008
Bear Stearns July 2005 - March 2008
Skills
Equities, Trading, Bloomberg, Hedge Funds, Financial Modeling, Asset Management, Capital Markets, Series 7, Investments, Securities, Portfolio Management, Equity Research, Financial Analysis, Investment Strategies, Options, Investment Management, Economics, Risk Management, Due Diligence, Series 63, series 55, Trading Systems, Electronic Trading, Algorithms, trading technology, Technical Analysis, Commission Management, Emerging Markets
Education
Franklin & Marshall College 2000 — 2004
BA, Government
Julie (Ricciardi) Ricciardi-Ader's Bear Stearns Experience January 1999 - February 2003
Job Ader Investment Management
Industry Investment Banking
Experience
Bear Stearns January 1999 - February 2003
Bear Stearns January 1998 - January 1999
Bear Stearns June 1997 - January 1998
Citibank International Private Banking August 1994 - August 1996
Citibank, N.A. June 1990 - August 1994
Skills
Trading, High Yield, Real Estate, Capital Markets, Fixed Income, Hedge Funds, Private Banking, Bonds, Credit Analysis
Education
NYU Stern School of Business 1995 — 1997
MBA, Finance
Fordham University
BS, Finance
Bear Stearns January 1999 - February 2003
Bear Stearns January 1998 - January 1999
Bear Stearns June 1997 - January 1998
Citibank International Private Banking August 1994 - August 1996
Citibank, N.A. June 1990 - August 1994
Skills
Trading, High Yield, Real Estate, Capital Markets, Fixed Income, Hedge Funds, Private Banking, Bonds, Credit Analysis
Education
NYU Stern School of Business 1995 — 1997
MBA, Finance
Fordham University
BS, Finance
Frank Vella's Bear Stearns Experience 1995 - 1996
Job Equity Trader/Sales Trader at Bay Crest Partners
Industry Investment Banking
Experience
Bay Crest Partners October 2013 - Present
BMO Capital Markets May 1997 - March 2012
BMO Capital Markets May 1997 - March 2012
Bear Stearns 1995 - 1996
Skills
Equities, Equity Trading, Precious Metals, Base Metals, Fertilizers, Coal, Industrials, Trading, Capital Markets, Options, Proprietary Trading, Commodity, Currency, FX trading, FINRA, Equity Derivatives, Volatility, Investments, Series 63, Asset Allocation, Back Office, Financial Modeling, Fixed Income, Alternative Investments, Series 24, Trading Systems, ETFs, Valuation, Securities, Financial Markets, Electronic Trading, Hedge Funds, Mutual Funds, Market Data, Technical Analysis, Series 7, Industrial Sector, FX Options, Bloomberg, Structured Finance, Portfolio Management, Structured Products, Corporate Finance, Derivatives, Hedging, Private Equity, Equity Research, Traders, Equity Valuation, Investment Banking
Education
Pace University 1988 — 1990
MBA, Investments
Fordham University 1984 — 1988
BS, Finance
Bay Crest Partners October 2013 - Present
BMO Capital Markets May 1997 - March 2012
BMO Capital Markets May 1997 - March 2012
Bear Stearns 1995 - 1996
Skills
Equities, Equity Trading, Precious Metals, Base Metals, Fertilizers, Coal, Industrials, Trading, Capital Markets, Options, Proprietary Trading, Commodity, Currency, FX trading, FINRA, Equity Derivatives, Volatility, Investments, Series 63, Asset Allocation, Back Office, Financial Modeling, Fixed Income, Alternative Investments, Series 24, Trading Systems, ETFs, Valuation, Securities, Financial Markets, Electronic Trading, Hedge Funds, Mutual Funds, Market Data, Technical Analysis, Series 7, Industrial Sector, FX Options, Bloomberg, Structured Finance, Portfolio Management, Structured Products, Corporate Finance, Derivatives, Hedging, Private Equity, Equity Research, Traders, Equity Valuation, Investment Banking
Education
Pace University 1988 — 1990
MBA, Investments
Fordham University 1984 — 1988
BS, Finance
Terry McCabe's Bear Stearns Experience January 1987 - June 2008
Job Director US Equity Sales at Mitsubishi UFJ Securities (USA)
Industry Financial Services
Experience
Mitsubishi UFJ Securities (USA) May 2013 - Present
Dahlman Rose & Co. November 2011 - March 2013
Piper Jaffray September 2008 - September 2011
Bear Stearns January 1987 - June 2008
Wilson Elser September 1984 - December 1987
Skills
Equities, Series 63, Series 7, Securities, Series 24, Hedge Funds, Electronic Trading, Derivatives, Mutual Funds, Bloomberg, Equity Trading, Trading Systems, Trading, Emerging Markets, Prime Brokerage, ETFs, FINRA, Options, Equity Research, Capital Markets, Institutional, Alternative Investments, Traders, Fixed Income, Investment Banking, Financial Markets, Equity Derivatives
Education
Pace University School of Law 1981 — 1984
JD, Law
Fordham University 1976 — 1980
Bachelor of Arts (BA), English Language and Literature/Letters
Fordham Prep 1972 — 1976
Mitsubishi UFJ Securities (USA) May 2013 - Present
Dahlman Rose & Co. November 2011 - March 2013
Piper Jaffray September 2008 - September 2011
Bear Stearns January 1987 - June 2008
Wilson Elser September 1984 - December 1987
Skills
Equities, Series 63, Series 7, Securities, Series 24, Hedge Funds, Electronic Trading, Derivatives, Mutual Funds, Bloomberg, Equity Trading, Trading Systems, Trading, Emerging Markets, Prime Brokerage, ETFs, FINRA, Options, Equity Research, Capital Markets, Institutional, Alternative Investments, Traders, Fixed Income, Investment Banking, Financial Markets, Equity Derivatives
Education
Pace University School of Law 1981 — 1984
JD, Law
Fordham University 1976 — 1980
Bachelor of Arts (BA), English Language and Literature/Letters
Fordham Prep 1972 — 1976
Brendan Asaff's Bear Stearns Experience July 2007 - March 2008
Job AVP, DCIO Intermediary Sales Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price September 2013 - Present
Great-West Financial April 2012 - August 2013
JP Morgan Chase March 2008 - March 2012
Bear Stearns July 2007 - March 2008
Skills
Series 7, Mutual Funds, Wealth Management, Series 63, Investments, Retirement, Asset Management, Equities, Financial Services, Asset Allocation
Education
Georgetown University 2003 — 2007
Bachelor of Arts
Georgetown University 2003 — 2007
T. Rowe Price September 2013 - Present
Great-West Financial April 2012 - August 2013
JP Morgan Chase March 2008 - March 2012
Bear Stearns July 2007 - March 2008
Skills
Series 7, Mutual Funds, Wealth Management, Series 63, Investments, Retirement, Asset Management, Equities, Financial Services, Asset Allocation
Education
Georgetown University 2003 — 2007
Bachelor of Arts
Georgetown University 2003 — 2007
Christopher Klusek's Bear Stearns Experience June 2000 - August 2002
Job Attorney at Mullooly, Jeffrey, Rooney and Flynn LLP
Industry Law Practice
Experience
Mullooly, Jeffrey, Rooney and Flynn LLP March 2006 - Present
Citi September 2005 - March 2006
Bear Stearns June 2000 - August 2002
Skills
Litigation, Courts, Finance, Economics, Civil Litigation, Legal Research, Commercial Litigation, Legal Writing, Appeals, Legal Advice, Arbitration, Westlaw, Trials, Legal Compliance, Financial Analysis
Education
St. John's University 2002 — 2005
Doctor of Law (J.D.), Law
Fordham University 1996 — 2000
Bachelor of Science (B.S.), Economics and Finance
Mullooly, Jeffrey, Rooney and Flynn LLP March 2006 - Present
Citi September 2005 - March 2006
Bear Stearns June 2000 - August 2002
Skills
Litigation, Courts, Finance, Economics, Civil Litigation, Legal Research, Commercial Litigation, Legal Writing, Appeals, Legal Advice, Arbitration, Westlaw, Trials, Legal Compliance, Financial Analysis
Education
St. John's University 2002 — 2005
Doctor of Law (J.D.), Law
Fordham University 1996 — 2000
Bachelor of Science (B.S.), Economics and Finance
Dwayne Gitter's Bear Stearns Experience April 2004 - September 2006
Job Computer Engineer at Signature Films
Industry Construction
Experience
Signature Films May 1998 - Present
Local 3 IBEW June 1982 - June 2013
Bear Stearns April 2004 - September 2006
Skills
Construction, Electricians, Contractors, Subcontracting, Blueprint Reading, Construction Management, Project Estimation, Wiring, Electricity
Education
Fordham University 1998 — 2001
Bachelor of Arts (BA), Computer Science
Fordham University 1998 — 2001
Bachelor's degree, Computer Systems Networking and Telecommunications
Signature Films May 1998 - Present
Local 3 IBEW June 1982 - June 2013
Bear Stearns April 2004 - September 2006
Skills
Construction, Electricians, Contractors, Subcontracting, Blueprint Reading, Construction Management, Project Estimation, Wiring, Electricity
Education
Fordham University 1998 — 2001
Bachelor of Arts (BA), Computer Science
Fordham University 1998 — 2001
Bachelor's degree, Computer Systems Networking and Telecommunications
Michael Kasper's Bear Stearns Experience November 2000 - March 2008
Job Managing Director at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC January 2009 - Present
JPMorgan Chase April 2008 - December 2008
Bear Stearns November 2000 - March 2008
Education
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Jefferies LLC January 2009 - Present
JPMorgan Chase April 2008 - December 2008
Bear Stearns November 2000 - March 2008
Education
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Kamran Sheikh's Bear Stearns Experience November 2005 - June 2008
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2008 - August 2014
Bear Stearns November 2005 - June 2008
Bear Stearns (Blackheath Financial) December 2002 - November 2005
Skills
CMBS, Commercial Real Estate, Securitization, Structured Finance, Banking, Finance, Risk Management, Financial Analysis
Education
Franklin & Marshall College 1998 — 2002
Bachelor of Arts (B.A.), Business Finance / Physics
J.P. Morgan June 2008 - August 2014
Bear Stearns November 2005 - June 2008
Bear Stearns (Blackheath Financial) December 2002 - November 2005
Skills
CMBS, Commercial Real Estate, Securitization, Structured Finance, Banking, Finance, Risk Management, Financial Analysis
Education
Franklin & Marshall College 1998 — 2002
Bachelor of Arts (B.A.), Business Finance / Physics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS