Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
Bear Stearns List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bear Stearns. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bear Stearns Salaries. You can even request information on how much does Bear Stearns pay if you want to. Learn about salaries, pros and cons of working for Bear Stearns directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,021 Bear Stearns employees in database. Find out everything there's to know about Bear Stearns employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bear Stearns Employees
Employee
Years
Job
Industry
Meredith B. Freeman Meredith B. Freeman's Bear Stearns Experience December 2000 - June 2002
Job Financial Advisor
Industry Financial Services
Experience
21st Century Financial, Inc. January 2015 - Present
Paramount Corporate Services May 2012 - December 2014
Chimera Securities November 2007 - April 2012
Kern Suslow Securities February 2009 - January 2011
The Benchmark Company September 2002 - May 2007
Bear Stearns December 2000 - June 2002
Skills
Business Management, Business Operations, B2B Marketing, B2B Sales, Team Leadership, Business Start-up, Complex Problem Solving, Customer-Responsiveness, Financial Sales, Vendor Management, Equities, Trading, Series 7, Start-ups, Management
Education
Hampden-Sydney College 1995 — 1999
Bachelor's Degree, Economics
University of the Americas 1998 — 1998
International Economics, Study abroad program, Pueblo, Mexico
21st Century Financial, Inc. January 2015 - Present
Paramount Corporate Services May 2012 - December 2014
Chimera Securities November 2007 - April 2012
Kern Suslow Securities February 2009 - January 2011
The Benchmark Company September 2002 - May 2007
Bear Stearns December 2000 - June 2002
Skills
Business Management, Business Operations, B2B Marketing, B2B Sales, Team Leadership, Business Start-up, Complex Problem Solving, Customer-Responsiveness, Financial Sales, Vendor Management, Equities, Trading, Series 7, Start-ups, Management
Education
Hampden-Sydney College 1995 — 1999
Bachelor's Degree, Economics
University of the Americas 1998 — 1998
International Economics, Study abroad program, Pueblo, Mexico
Neil Morganbesser Neil Morganbesser's Bear Stearns Experience May 2001 - June 2008
Job President & CEO, DelMorgan & Co.;
Industry Investment Banking
Experience
DelMorgan & Co. October 2011 - Present
Cappello Capital June 2008 - October 2011
Bear Stearns May 2001 - June 2008
Morgan Stanley 1993 - 2001
Education
Stanford University Graduate School of Business 1986 — 1990
M.B.A.
Stanford University Law School 1986 — 1990
J.D.
Harvard University 1982 — 1986
A.B., Applied Mathematics/Economics
DelMorgan & Co. October 2011 - Present
Cappello Capital June 2008 - October 2011
Bear Stearns May 2001 - June 2008
Morgan Stanley 1993 - 2001
Education
Stanford University Graduate School of Business 1986 — 1990
M.B.A.
Stanford University Law School 1986 — 1990
J.D.
Harvard University 1982 — 1986
A.B., Applied Mathematics/Economics
Jim Dubrowsky Jr Jim Dubrowsky Jr's Bear Stearns Experience November 1984 - November 1985
Job Owner, Village Auto Body, Inc.
Industry Automotive
Experience
Village Auto Body, Inc. October 1987 - Present
James Dubrowsky Jr, CPA 1982 - 1988
Polimeni International November 1984 - June 1987
Bear Stearns November 1984 - November 1985
Arthur Young December 1981 - October 1984
Skills
Strategic Planning, Customer Service, New Business Development, Marketing Strategy, Small Business, Microsoft Excel, Negotiation, Team Building, Sales Management, Marketing, Public Speaking, Sales, Contract Negotiation, Microsoft Office, Budgets, Purchasing, Advertising, Real Estate
Education
Georgetown University 1979 — 1981
BSBA, Accounting
Long Island University, C.W. Post Campus 1977 — 1979
Accounting
Village Auto Body, Inc. October 1987 - Present
James Dubrowsky Jr, CPA 1982 - 1988
Polimeni International November 1984 - June 1987
Bear Stearns November 1984 - November 1985
Arthur Young December 1981 - October 1984
Skills
Strategic Planning, Customer Service, New Business Development, Marketing Strategy, Small Business, Microsoft Excel, Negotiation, Team Building, Sales Management, Marketing, Public Speaking, Sales, Contract Negotiation, Microsoft Office, Budgets, Purchasing, Advertising, Real Estate
Education
Georgetown University 1979 — 1981
BSBA, Accounting
Long Island University, C.W. Post Campus 1977 — 1979
Accounting
Mark Van Ostenbridge Mark Van Ostenbridge's Bear Stearns Experience June 2007 - July 2008
Job VP Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
JPMorgan 2009 - February 2015
JP Morgan 2008 - January 2009
Bear Stearns June 2007 - July 2008
Pershing LLC 2003 - 2007
BNY Clearing 2000 - 2003
DLJ Direct 1994 - 1996
Skills
Series 24, Series 7, Series 63, Sales Process, Salesforce.com, Relationship Management, Strategic Leadership, Communication Skills, Adaptability, Self Reliant, CRM, Trading, Options, Hedge Funds, Capital Markets, Electronic Trading, Financial Services, Back Office, Securities, Equities, Financial Markets, FINRA, Fixed Income, Trading Systems, Bonds, Derivatives, Middle Office, Prime Brokerage, ETFs
Education
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), Management
Glen Rock High School 1985 — 2009
High School, General
Fidelity Investments February 2015 - Present
JPMorgan 2009 - February 2015
JP Morgan 2008 - January 2009
Bear Stearns June 2007 - July 2008
Pershing LLC 2003 - 2007
BNY Clearing 2000 - 2003
DLJ Direct 1994 - 1996
Skills
Series 24, Series 7, Series 63, Sales Process, Salesforce.com, Relationship Management, Strategic Leadership, Communication Skills, Adaptability, Self Reliant, CRM, Trading, Options, Hedge Funds, Capital Markets, Electronic Trading, Financial Services, Back Office, Securities, Equities, Financial Markets, FINRA, Fixed Income, Trading Systems, Bonds, Derivatives, Middle Office, Prime Brokerage, ETFs
Education
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), Management
Glen Rock High School 1985 — 2009
High School, General
David Teten David Teten's Bear Stearns Experience August 1994 - July 1996
Job Partner, ff Venture Capital
Industry Venture Capital & Private Equity
Experience
ff Venture Capital March 2011 - Present
Harvard Business School Alumni Angels of Greater New York December 2010 - Present
Navon Partners July 2010 - March 2011
Vertical Key September 2009 - July 2010
Evalueserve February 2007 - September 2008
Nitron Circle of Experts April 2003 - February 2007
Teten Recruiting September 2001 - May 2003
GoldNames August 1999 - September 2001
Bear Stearns August 1994 - July 1996
Mars & Co May 1993 - July 1994
Skills
Venture Capital, Entrepreneurship, Start-ups, Private Equity, Mergers & Acquisitions, Strategy, Investments, Valuation, Business Strategy, Executive Management, Management Consulting, Due Diligence, Business Development, Investment Banking, Social Media, Financial Modeling, Negotiation, Analytics, Competitive Analysis
Education
Harvard University 1997 — 1998
MBA, Business
Yale University 1988 — 1993
BA, Economics + Psychology (double major)
Branson School 1984 — 1988
ff Venture Capital March 2011 - Present
Harvard Business School Alumni Angels of Greater New York December 2010 - Present
Navon Partners July 2010 - March 2011
Vertical Key September 2009 - July 2010
Evalueserve February 2007 - September 2008
Nitron Circle of Experts April 2003 - February 2007
Teten Recruiting September 2001 - May 2003
GoldNames August 1999 - September 2001
Bear Stearns August 1994 - July 1996
Mars & Co May 1993 - July 1994
Skills
Venture Capital, Entrepreneurship, Start-ups, Private Equity, Mergers & Acquisitions, Strategy, Investments, Valuation, Business Strategy, Executive Management, Management Consulting, Due Diligence, Business Development, Investment Banking, Social Media, Financial Modeling, Negotiation, Analytics, Competitive Analysis
Education
Harvard University 1997 — 1998
MBA, Business
Yale University 1988 — 1993
BA, Economics + Psychology (double major)
Branson School 1984 — 1988
Jeff Beird Jeff Beird's Bear Stearns Experience 1995 - 2000
Job President Yacht and Wealth Advisors/ Managing Broker United Yacht Sales
Industry Maritime
Experience
Dezer Platinum Reality January 2014 - Present
Yacht and Wealth Advisors LLC May 2001 - Present
Dezer Platinum Realty 2014 - 2015
Bear Stearns 1995 - 2000
Josepthal & Company 1991 - 1995
Skills
Boat, Real Estate, Yachting, Luxury, Negotiation, Brokerage, Real Estate Development, Investment Properties
Education
Georgia State University
FINANCE/ECONOMICS
Dezer Platinum Reality January 2014 - Present
Yacht and Wealth Advisors LLC May 2001 - Present
Dezer Platinum Realty 2014 - 2015
Bear Stearns 1995 - 2000
Josepthal & Company 1991 - 1995
Skills
Boat, Real Estate, Yachting, Luxury, Negotiation, Brokerage, Real Estate Development, Investment Properties
Education
Georgia State University
FINANCE/ECONOMICS
Joseph Costa Joseph Costa's Bear Stearns Experience June 2006 - August 2006
Job JD/MBA Candidate, Harvard University
Industry Higher Education
Experience
Corvex Management May 2015 - August 2015
Corvex Management June 2014 - August 2014
Federal Reserve Bank of New York June 2013 - August 2013
Costa Land Company September 2011 - July 2012
Barclays Capital July 2011 - September 2011
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2008 - September 2008
Goldman Sachs June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Financial Modeling, Banking, Trading, Investment Banking, Valuation, High Yield, Finance, Risk Management, Bloomberg, Capital Markets, Financial Analysis, Financial Institutions, Private Equity, Corporate Finance
Education
Harvard Law School 2012 — 2016
Doctor of Law (J.D.)
Harvard Business School 2012 — 2016
Master of Business Administration (M.B.A.)
Yale University 2004 — 2008
B.A., Economics
Corvex Management May 2015 - August 2015
Corvex Management June 2014 - August 2014
Federal Reserve Bank of New York June 2013 - August 2013
Costa Land Company September 2011 - July 2012
Barclays Capital July 2011 - September 2011
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2008 - September 2008
Goldman Sachs June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Financial Modeling, Banking, Trading, Investment Banking, Valuation, High Yield, Finance, Risk Management, Bloomberg, Capital Markets, Financial Analysis, Financial Institutions, Private Equity, Corporate Finance
Education
Harvard Law School 2012 — 2016
Doctor of Law (J.D.)
Harvard Business School 2012 — 2016
Master of Business Administration (M.B.A.)
Yale University 2004 — 2008
B.A., Economics
Katherine Wolf Katherine Wolf's Bear Stearns Experience 2000 - 2005
Job Partner at Ondra Partners
Industry Investment Banking
Experience
Ondra Partners April 2015 - Present
Macrocure 2014 - Present
Community-Word Project 2005 - Present
Rocket Science 2014 - 2015
Vision Sciences 2008 - 2012
HSBC 2005 - 2008
Bear Stearns 2000 - 2005
SG Cowen 1997 - 2000
Furman Selz Inc 1995 - 1997
Goldman Sachs 1994 - 1994
Skills
Investor Relations, Mergers, Strategic Planning, Business Development, Finance, Medical Devices, Lifesciences, Business Planning, Strategy, Fundraising, Accounting, Financial Modeling, Process Improvement, Capital Markets, Investments, Management, Executive Management, Management Consulting, Competitive Analysis, Program Management, Start-ups, Valuation, SEC filings, Corporate Finance, Corporate Development, Private Equity, Financial Analysis, Entrepreneurship, Cross-functional Team..., Healthcare, Mergers & Acquisitions, Investment Banking, Business Strategy, Due Diligence, Budgets, Leadership, Acquisition Integration, IPO, Venture Capital, Restructuring, Emerging Markets, Private Placements, M&A experience, Capital Raising, Acquisitions, Managerial Finance, Angel Investing, Divestitures, Venture Financing, LBO
Education
Harvard Business School
MBA, Business
Williams College
BA, History
Ondra Partners April 2015 - Present
Macrocure 2014 - Present
Community-Word Project 2005 - Present
Rocket Science 2014 - 2015
Vision Sciences 2008 - 2012
HSBC 2005 - 2008
Bear Stearns 2000 - 2005
SG Cowen 1997 - 2000
Furman Selz Inc 1995 - 1997
Goldman Sachs 1994 - 1994
Skills
Investor Relations, Mergers, Strategic Planning, Business Development, Finance, Medical Devices, Lifesciences, Business Planning, Strategy, Fundraising, Accounting, Financial Modeling, Process Improvement, Capital Markets, Investments, Management, Executive Management, Management Consulting, Competitive Analysis, Program Management, Start-ups, Valuation, SEC filings, Corporate Finance, Corporate Development, Private Equity, Financial Analysis, Entrepreneurship, Cross-functional Team..., Healthcare, Mergers & Acquisitions, Investment Banking, Business Strategy, Due Diligence, Budgets, Leadership, Acquisition Integration, IPO, Venture Capital, Restructuring, Emerging Markets, Private Placements, M&A experience, Capital Raising, Acquisitions, Managerial Finance, Angel Investing, Divestitures, Venture Financing, LBO
Education
Harvard Business School
MBA, Business
Williams College
BA, History
J.W. Howard J.W. Howard's Bear Stearns Experience June 1998 - August 2001
Job Account Executive / Recruiter at The Genesis Search Group
Industry Staffing and Recruiting
Experience
Genesis Search Group April 2014 - Present
Exigo Search August 2013 - January 2014
Excellis Interactive July 2007 - February 2011
Brookhaven Solutions Group December 2005 - November 2006
Oppenheimer & Co. August 2001 - June 2003
Bear Stearns June 1998 - August 2001
Skills
Customer Service, Sales Management, Business Development, New Business Development, Technical Recruiting, Recruiting, Business Intelligence, Social Networking, Vendor Management, Project Planning, Performance Management, Account Management, Organizational..., Consulting, Sourcing, ERP, Contract Recruitment, Permanent Placement, Coaching, Leadership Development, Strategic Planning, Program Management, Change Management, Marketing, Strategy, Leadership, Negotiation, PeopleSoft, Team Leadership, Management, Team Building, Temporary Placement, Process Improvement, Talent Acquisition, Social Media, Enterprise Software, Business Strategy, CRM, Training, Sales, Interviews, Networking, Management Consulting, Sales Process, Start-ups, Project Management, Contract Negotiation, Human Resources, Employee Relations, Cold Calling
Education
Georgia State University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Washington University in St. Louis 1989 — 1993
Bachelors, English Literature
The Haverford School 1984 — 1988
Diploma
Genesis Search Group April 2014 - Present
Exigo Search August 2013 - January 2014
Excellis Interactive July 2007 - February 2011
Brookhaven Solutions Group December 2005 - November 2006
Oppenheimer & Co. August 2001 - June 2003
Bear Stearns June 1998 - August 2001
Skills
Customer Service, Sales Management, Business Development, New Business Development, Technical Recruiting, Recruiting, Business Intelligence, Social Networking, Vendor Management, Project Planning, Performance Management, Account Management, Organizational..., Consulting, Sourcing, ERP, Contract Recruitment, Permanent Placement, Coaching, Leadership Development, Strategic Planning, Program Management, Change Management, Marketing, Strategy, Leadership, Negotiation, PeopleSoft, Team Leadership, Management, Team Building, Temporary Placement, Process Improvement, Talent Acquisition, Social Media, Enterprise Software, Business Strategy, CRM, Training, Sales, Interviews, Networking, Management Consulting, Sales Process, Start-ups, Project Management, Contract Negotiation, Human Resources, Employee Relations, Cold Calling
Education
Georgia State University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Washington University in St. Louis 1989 — 1993
Bachelors, English Literature
The Haverford School 1984 — 1988
Diploma
Mike Gaffney Mike Gaffney's Bear Stearns Experience 1989 - 2000
Job Tax Partner, Banking & Capital Markets at PwC
Industry Accounting
Experience
PwC 2009 - Present
Merrill Lynch 2000 - 2009
Bear Stearns 1989 - 2000
PwC 1987 - 1989
Skills
Tax Advisory, Financial Reporting, Accounting, GAAP, Securities, Tax, Auditing, Corporate Tax, International Tax, IFRS, Sarbanes-Oxley Act, SEC filings, Equities, Tax Law, Internal Controls, Financial Services, Transfer Pricing, Hedge Funds, Tax Accounting, Investment Banking, Income Tax, Financial Accounting, Due Diligence
Education
Golden Gate University
Master of Science (MS), Taxation
Pace University
Bachelor of Business Administration (BBA), Acounting & Taxation
PwC 2009 - Present
Merrill Lynch 2000 - 2009
Bear Stearns 1989 - 2000
PwC 1987 - 1989
Skills
Tax Advisory, Financial Reporting, Accounting, GAAP, Securities, Tax, Auditing, Corporate Tax, International Tax, IFRS, Sarbanes-Oxley Act, SEC filings, Equities, Tax Law, Internal Controls, Financial Services, Transfer Pricing, Hedge Funds, Tax Accounting, Investment Banking, Income Tax, Financial Accounting, Due Diligence
Education
Golden Gate University
Master of Science (MS), Taxation
Pace University
Bachelor of Business Administration (BBA), Acounting & Taxation
Irtiaz Ahmad Irtiaz Ahmad's Bear Stearns Experience June 2007 - August 2007
Job Assistant Vice President at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank June 2014 - Present
Waller Capital Partners November 2010 - May 2014
Citi June 2008 - October 2010
Bear Stearns June 2007 - August 2007
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Due Diligence, Leveraged Finance, Corporate Credit, Distressed Debt, Restructuring, Technology, Media, Telecommunications, Corporate Development, Strategy, Client Development, M&A Negotiations, Loans, Fixed Income, Risk Management, Credit Derivatives, Private Equity, Venture Capital, Hedge Funds, International Relations
Education
Georgetown University 2004 — 2008
Bachelor of Science (BS), International Economics
Barclays Investment Bank June 2014 - Present
Waller Capital Partners November 2010 - May 2014
Citi June 2008 - October 2010
Bear Stearns June 2007 - August 2007
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Due Diligence, Leveraged Finance, Corporate Credit, Distressed Debt, Restructuring, Technology, Media, Telecommunications, Corporate Development, Strategy, Client Development, M&A Negotiations, Loans, Fixed Income, Risk Management, Credit Derivatives, Private Equity, Venture Capital, Hedge Funds, International Relations
Education
Georgetown University 2004 — 2008
Bachelor of Science (BS), International Economics
Sage Lincoln Sage Lincoln's Bear Stearns Experience August 2000 - June 2002
Job Senior Investment Research Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo December 2009 - Present
Wells Fargo July 2005 - December 2009
Offit Hall Capital February 2004 - July 2005
The World Bank June 2002 - May 2003
Bear Stearns August 2000 - June 2002
Education
Georgetown University 1998 — 2000
Master's degree, Latin American Studies
Middlebury College 1992 — 1993
Master's degree
Mount Holyoke College 1989 — 1992
Bachelor of Arts (BA)
Wells Fargo December 2009 - Present
Wells Fargo July 2005 - December 2009
Offit Hall Capital February 2004 - July 2005
The World Bank June 2002 - May 2003
Bear Stearns August 2000 - June 2002
Education
Georgetown University 1998 — 2000
Master's degree, Latin American Studies
Middlebury College 1992 — 1993
Master's degree
Mount Holyoke College 1989 — 1992
Bachelor of Arts (BA)
Casey Wheeler Casey Wheeler's Bear Stearns Experience May 2006 - February 2007
Job General Clerk III at Zurich North America
Industry Pharmaceuticals
Experience
Mylan Institutional July 2014 - Present
Zurich North America October 2012 - July 2014
Mylan Institutional July 2011 - October 2012
Sam's Club June 2010 - July 2011
American InterContinental University July 2007 - March 2010
Bear Stearns May 2006 - February 2007
Skills
Customer Service, Pricing, Career Counseling, Microsoft Office, PowerPoint, Pharmaceutical Industry, Marketing, Microsoft Excel, Time Management, Microsoft Word, Outlook
Education
Illinois State University 2002 — 2004
Bachelor of Science (B.S.), Marketing
Harper College 1999 — 2002
Associate of Arts (A.A.)
Mylan Institutional July 2014 - Present
Zurich North America October 2012 - July 2014
Mylan Institutional July 2011 - October 2012
Sam's Club June 2010 - July 2011
American InterContinental University July 2007 - March 2010
Bear Stearns May 2006 - February 2007
Skills
Customer Service, Pricing, Career Counseling, Microsoft Office, PowerPoint, Pharmaceutical Industry, Marketing, Microsoft Excel, Time Management, Microsoft Word, Outlook
Education
Illinois State University 2002 — 2004
Bachelor of Science (B.S.), Marketing
Harper College 1999 — 2002
Associate of Arts (A.A.)
Susan Roth Katzke Susan Roth Katzke's Bear Stearns Experience November 1994 - November 1996
Job Managing Director at Credit Suisse; Director Intervest Bancshares
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
Intervest Bancshares Corporation March 2012 - Present
Independent Consultant 2010 - May 2014
Credit Suisse 2000 - March 2009
Donaldson, Lufkin & Jenrette 1996 - 2000
Bear Stearns November 1994 - November 1996
Kidder Peabody March 1993 - November 1994
Montgomery Securities 1991 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Equity Research, Corporate Strategy..., Financial Analysis, Valuation, Equities, Corporate Finance, Strategy, Financial Services, Investor Relations, Business Strategy, Asset Management, Investment Banking, Capital Markets, Finance, Hedge Funds, Investments, Thought Leadership
Education
Harvard Business School 1988 — 1990
MBA, General Management
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science in Economics, magna cum laude, Accounting and Finance
Credit Suisse June 2014 - Present
Intervest Bancshares Corporation March 2012 - Present
Independent Consultant 2010 - May 2014
Credit Suisse 2000 - March 2009
Donaldson, Lufkin & Jenrette 1996 - 2000
Bear Stearns November 1994 - November 1996
Kidder Peabody March 1993 - November 1994
Montgomery Securities 1991 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Equity Research, Corporate Strategy..., Financial Analysis, Valuation, Equities, Corporate Finance, Strategy, Financial Services, Investor Relations, Business Strategy, Asset Management, Investment Banking, Capital Markets, Finance, Hedge Funds, Investments, Thought Leadership
Education
Harvard Business School 1988 — 1990
MBA, General Management
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science in Economics, magna cum laude, Accounting and Finance
Raymond Mendez Raymond Mendez's Bear Stearns Experience 1987 - 1998
Job Partner
Industry Investment Banking
Experience
Brittany Capital 1999 - Present
Bear Stearns 1987 - 1998
Goldman Sachs 1984 - 1987
Blyth Eastman Paine Webber 1982 - 1984
Dillon, Read & Co. Inc. 1979 - 1982
Skills
Investment Banking, Private Equity, Due Diligence, Capital Markets, Equities, Investments, Hedge Funds, Venture Capital, Securities, Restructuring, Bonds, Financial Modeling, Mergers & Acquisitions, Alternative Investments
Education
Harvard Business School 1977 — 1979
MBA
Harvard University 1972 — 1976
BA, Government
Brittany Capital 1999 - Present
Bear Stearns 1987 - 1998
Goldman Sachs 1984 - 1987
Blyth Eastman Paine Webber 1982 - 1984
Dillon, Read & Co. Inc. 1979 - 1982
Skills
Investment Banking, Private Equity, Due Diligence, Capital Markets, Equities, Investments, Hedge Funds, Venture Capital, Securities, Restructuring, Bonds, Financial Modeling, Mergers & Acquisitions, Alternative Investments
Education
Harvard Business School 1977 — 1979
MBA
Harvard University 1972 — 1976
BA, Government
Mark Colman's Bear Stearns Experience 2004 - 2008
Job Founder at Alta Capital LLC
Industry Financial Services
Experience
Alta Capital LLC January 2014 - Present
Bloomberg LP 2009 - 2013
Bear Stearns 2004 - 2008
Morgan Stanley 1987 - 2002
Skills
Finance, Derivatives, Management, Financial Analysis, Financial Services, Financial Modeling, Banking, Portfolio Management, Leadership, Business Strategy
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA), Finance
Harvard University 1979 — 1983
B.A. magna cum laude, History & Economics
Alta Capital LLC January 2014 - Present
Bloomberg LP 2009 - 2013
Bear Stearns 2004 - 2008
Morgan Stanley 1987 - 2002
Skills
Finance, Derivatives, Management, Financial Analysis, Financial Services, Financial Modeling, Banking, Portfolio Management, Leadership, Business Strategy
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA), Finance
Harvard University 1979 — 1983
B.A. magna cum laude, History & Economics
Danielle (Paquette) Hamann Danielle (Paquette) Hamann's Bear Stearns Experience March 2005 - June 2008
Job Director of Sales and Marketing at trueEX Group LLC
Industry Investment Banking
Experience
trueEX Group LLC March 2014 - Present
Credit Suisse June 2010 - February 2014
JPMorgan June 2008 - June 2010
Bear Stearns March 2005 - June 2008
MortgageIT 2001 - 2004
Skills
Series 3, Fixed Income, Derivatives, Bonds, MBS, Rates, Series 7, Series 63, Interest Rate..., Capital Markets, Trading, Hedge Funds, FINRA, Portfolio Management, Settlement, Hedging, Interest Rates
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
BS, Business Administration
Grenoble Ecole de Management - Grenoble Graduate School of Business 2000 — 2000
Certificate in International Business
trueEX Group LLC March 2014 - Present
Credit Suisse June 2010 - February 2014
JPMorgan June 2008 - June 2010
Bear Stearns March 2005 - June 2008
MortgageIT 2001 - 2004
Skills
Series 3, Fixed Income, Derivatives, Bonds, MBS, Rates, Series 7, Series 63, Interest Rate..., Capital Markets, Trading, Hedge Funds, FINRA, Portfolio Management, Settlement, Hedging, Interest Rates
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
BS, Business Administration
Grenoble Ecole de Management - Grenoble Graduate School of Business 2000 — 2000
Certificate in International Business
Jessica (Bloch) Fotsch Jessica (Bloch) Fotsch's Bear Stearns Experience July 2006 - May 2008
Job Corporate Strategy at Hudson's Bay Company
Industry Retail
Experience
Hudson's Bay Company March 2014 - Present
Booz & Company October 2012 - March 2014
Saks Fifth Avenue August 2012 - October 2012
Saks Fifth Avenue June 2011 - August 2011
Citi Private Equity July 2008 - July 2010
Bear Stearns July 2006 - May 2008
Education
Harvard Business School 2010 — 2012
MBA
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Science, Finance
Hudson's Bay Company March 2014 - Present
Booz & Company October 2012 - March 2014
Saks Fifth Avenue August 2012 - October 2012
Saks Fifth Avenue June 2011 - August 2011
Citi Private Equity July 2008 - July 2010
Bear Stearns July 2006 - May 2008
Education
Harvard Business School 2010 — 2012
MBA
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Science, Finance
John Stahl John Stahl's Bear Stearns Experience March 1996 - April 2007
Job Vice President, STP Group at Tradeweb
Industry Financial Services
Experience
Tradeweb June 2012 - Present
MF Global January 2010 - June 2012
TradeWeb April 2007 - January 2010
Bear Stearns March 1996 - April 2007
Morgan Stanley 1987 - 1996
Macy's 1984 - 1987
Education
Hamilton College 1980 — 1984
BA, Government
Tradeweb June 2012 - Present
MF Global January 2010 - June 2012
TradeWeb April 2007 - January 2010
Bear Stearns March 1996 - April 2007
Morgan Stanley 1987 - 1996
Macy's 1984 - 1987
Education
Hamilton College 1980 — 1984
BA, Government
Brad Sutton's Bear Stearns Experience May 1993 - August 1993
Job Partner at Bain & Company
Industry Management Consulting
Experience
Bain & Company March 2015 - Present
The Trium Group March 2006 - December 2014
McKinsey & Company 2003 - 2006
Clients confidential 2001 - 2002
Donaldson, Lufkin, Jenrette 1999 - 2001
U.S. Department of State January 1999 - July 1999
The Related Companies May 1998 - August 1998
Goldman, Sachs & Co. 1994 - 1997
Bear Stearns May 1993 - August 1993
Vector Marketing July 1991 - September 1992
Skills
New Business Development, Cross-functional Team..., Strategy, Strategic Partnerships, Management, Mergers & Acquisitions, Leadership, Consulting, Organizational..., Investments, Restructuring, Executive Coaching, Business Strategy, Mergers, Start-ups, Leadership Development, Change Management, Sales, Finance, Executive Management, Marketing, Management Consulting, Entrepreneurship, Corporate Development
Education
Harvard Business School 1997 — 1999
MBA
Haverford College 1990 — 1994
AB, Mathematics
Bain & Company March 2015 - Present
The Trium Group March 2006 - December 2014
McKinsey & Company 2003 - 2006
Clients confidential 2001 - 2002
Donaldson, Lufkin, Jenrette 1999 - 2001
U.S. Department of State January 1999 - July 1999
The Related Companies May 1998 - August 1998
Goldman, Sachs & Co. 1994 - 1997
Bear Stearns May 1993 - August 1993
Vector Marketing July 1991 - September 1992
Skills
New Business Development, Cross-functional Team..., Strategy, Strategic Partnerships, Management, Mergers & Acquisitions, Leadership, Consulting, Organizational..., Investments, Restructuring, Executive Coaching, Business Strategy, Mergers, Start-ups, Leadership Development, Change Management, Sales, Finance, Executive Management, Marketing, Management Consulting, Entrepreneurship, Corporate Development
Education
Harvard Business School 1997 — 1999
MBA
Haverford College 1990 — 1994
AB, Mathematics
Hank Lane's Bear Stearns Experience 1984 - 1988
Job President at RightLane Consulting
Industry Investment Management
Experience
RightLane Consulting September 2010 - Present
Wachovia/Wells Fargo Bank 1988 - Present
Wachovia Bank 1988 - 2001
Bear Stearns 1984 - 1988
First National Bank of Cobb County 1982 - 1984
Cobb Bank & Trust 1981 - 1983
Trust Company of Georgia 1969 - 1983
Skills
CPS, CEBS, CFA, Commercial Credit, Commercial Banking, Wealth Management, Underwriting, Financial Advisory, Loans, Investment Management, Valuation
Education
The University of Georgia 2001 — 2003
Masters, Psychology
Georgia State University 1972 — 1974
MBA, Finance
University of Georgia - Terry College of Business 1965 — 1969
BBA, Finance
RightLane Consulting September 2010 - Present
Wachovia/Wells Fargo Bank 1988 - Present
Wachovia Bank 1988 - 2001
Bear Stearns 1984 - 1988
First National Bank of Cobb County 1982 - 1984
Cobb Bank & Trust 1981 - 1983
Trust Company of Georgia 1969 - 1983
Skills
CPS, CEBS, CFA, Commercial Credit, Commercial Banking, Wealth Management, Underwriting, Financial Advisory, Loans, Investment Management, Valuation
Education
The University of Georgia 2001 — 2003
Masters, Psychology
Georgia State University 1972 — 1974
MBA, Finance
University of Georgia - Terry College of Business 1965 — 1969
BBA, Finance
Robert Brazier Robert Brazier's Bear Stearns Experience 2006 - 2008
Job Executive Director at MSCI Inc.
Industry Investment Management
Experience
MSCI Inc. March 2014 - Present
Dimensional Fund Advisors January 2009 - March 2014
JPMorgan 2008 - 2009
Bear Stearns 2006 - 2008
Wechsler Ross & Partners 2005 - 2006
Credit Suisse Asset Management 2003 - 2005
Skills
Copywriting, Newsletters, Strategy, Marketing, Brochures, Emerging Markets, Marketing Communications, Fixed Income, Integrated Marketing, Investment Management, Content Strategy, Alternative Investments, Asset Allocation, Risk Management, Asset Management, Investment Banking, Investments, Equities, Mutual Funds, Portfolio Management, Content Marketing
Education
The London School of Economics and Political Science (LSE) 1999 — 2000
MSc, International Political Economy
Harvard University 1997 — 1999
ALB, Economics/International Relations
Westwood High
MSCI Inc. March 2014 - Present
Dimensional Fund Advisors January 2009 - March 2014
JPMorgan 2008 - 2009
Bear Stearns 2006 - 2008
Wechsler Ross & Partners 2005 - 2006
Credit Suisse Asset Management 2003 - 2005
Skills
Copywriting, Newsletters, Strategy, Marketing, Brochures, Emerging Markets, Marketing Communications, Fixed Income, Integrated Marketing, Investment Management, Content Strategy, Alternative Investments, Asset Allocation, Risk Management, Asset Management, Investment Banking, Investments, Equities, Mutual Funds, Portfolio Management, Content Marketing
Education
The London School of Economics and Political Science (LSE) 1999 — 2000
MSc, International Political Economy
Harvard University 1997 — 1999
ALB, Economics/International Relations
Westwood High
Judith Albert Judith Albert's Bear Stearns Experience July 1997 - June 2008
Job Senior Finance Executive, Sustainable Finance Consultant
Industry Financial Services
Experience
Environmental Entrepreneurs (e2) June 2014 - Present
Mission Markets Inc. October 2013 - Present
Cornerstone Capital Group August 2013 - Present
Environmental Entrepreneurs (E2) September 2010 - May 2014
Bear Stearns July 1997 - June 2008
Violy, Byorum & Partners August 1995 - January 1997
JP Morgan August 1985 - January 1994
Paul, Weiss, Rifkind, Wharton & Garrison LLP April 1979 - July 1985
The Ford Foundation September 1976 - December 1978
Skills
Leadership, Management, Policy, Emerging Markets, Investment Banking, Economics, Private Equity, Venture Capital, Mergers & Acquisitions, Cleantech, Due Diligence, Start-ups, Energy Policy, Valuation, Strategy, Strategic Planning, Entrepreneurship, Fundraising, Business Strategy, Financial Modeling, Nonprofits, Energy, Policy Analysis, Sustainability, Renewable Energy
Education
Harvard Law School 1973 — 1976
JD
Yale University 1969 — 1972
BA
Environmental Entrepreneurs (e2) June 2014 - Present
Mission Markets Inc. October 2013 - Present
Cornerstone Capital Group August 2013 - Present
Environmental Entrepreneurs (E2) September 2010 - May 2014
Bear Stearns July 1997 - June 2008
Violy, Byorum & Partners August 1995 - January 1997
JP Morgan August 1985 - January 1994
Paul, Weiss, Rifkind, Wharton & Garrison LLP April 1979 - July 1985
The Ford Foundation September 1976 - December 1978
Skills
Leadership, Management, Policy, Emerging Markets, Investment Banking, Economics, Private Equity, Venture Capital, Mergers & Acquisitions, Cleantech, Due Diligence, Start-ups, Energy Policy, Valuation, Strategy, Strategic Planning, Entrepreneurship, Fundraising, Business Strategy, Financial Modeling, Nonprofits, Energy, Policy Analysis, Sustainability, Renewable Energy
Education
Harvard Law School 1973 — 1976
JD
Yale University 1969 — 1972
BA
E John Pennington's Bear Stearns Experience September 2006 - December 2007
Job Tech Writing & QA at Manhattan Associates
Industry Information Technology and Services
Experience
Manhattan Associates August 2014 - Present
VeriFone June 2013 - August 2014
Xceedium January 2011 - May 2012
netForensics December 2008 - June 2010
G & B Fasteners April 2008 - July 2008
Bear Stearns September 2006 - December 2007
Citigroup April 2006 - August 2006
Polaris Software Lab (India) Ltd. March 2004 - December 2005
Internet Infrastructure Services Corporation September 2001 - February 2004
China Online May 2000 - June 2001
Skills
Customer Relations, Technical Writing, Business Requirements, Software Quality..., Documentation, Customer Service, Business Analysis, Requirements Analysis, Negotiation, Quality Assurance, Testing, Problem Solving, Process Improvement, Contract Negotiations, Troubleshooting, Vendor Management, Team Leadership, Analysis, Software Documentation, Contract Negotiation, Security, SDLC, Start-ups, Enterprise Software, Project Management, Management, Networking, Business Development, Leadership, Business Process, SQL, IT Service Management, Cloud Computing, Program Management, Product Management
Education
Harvard University
B.A. Cum Laude, English
Moses Brown
Manhattan Associates August 2014 - Present
VeriFone June 2013 - August 2014
Xceedium January 2011 - May 2012
netForensics December 2008 - June 2010
G & B Fasteners April 2008 - July 2008
Bear Stearns September 2006 - December 2007
Citigroup April 2006 - August 2006
Polaris Software Lab (India) Ltd. March 2004 - December 2005
Internet Infrastructure Services Corporation September 2001 - February 2004
China Online May 2000 - June 2001
Skills
Customer Relations, Technical Writing, Business Requirements, Software Quality..., Documentation, Customer Service, Business Analysis, Requirements Analysis, Negotiation, Quality Assurance, Testing, Problem Solving, Process Improvement, Contract Negotiations, Troubleshooting, Vendor Management, Team Leadership, Analysis, Software Documentation, Contract Negotiation, Security, SDLC, Start-ups, Enterprise Software, Project Management, Management, Networking, Business Development, Leadership, Business Process, SQL, IT Service Management, Cloud Computing, Program Management, Product Management
Education
Harvard University
B.A. Cum Laude, English
Moses Brown
Donna Joseph Donna Joseph's Bear Stearns Experience 1993 - 1995
Job Vice President at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management April 1999 - Present
Friedman Billings Ramsey 1995 - April 1999
Bear Stearns 1993 - 1995
Skills
Wealth Management..., Trusts, Investments, Asset Allocation, Alternative Investments, Wealth Management, Asset Management, Investment Strategies, Estate Planning, Series 7, Mutual Funds, Retirement Planning, Investment Management, Securities, Investment Advisory
Education
Georgetown University 1995 — 1997
MPP, Social Policy
Wellesley College 1989 — 1993
BA, Political Science
Bernstein Global Wealth Management April 1999 - Present
Friedman Billings Ramsey 1995 - April 1999
Bear Stearns 1993 - 1995
Skills
Wealth Management..., Trusts, Investments, Asset Allocation, Alternative Investments, Wealth Management, Asset Management, Investment Strategies, Estate Planning, Series 7, Mutual Funds, Retirement Planning, Investment Management, Securities, Investment Advisory
Education
Georgetown University 1995 — 1997
MPP, Social Policy
Wellesley College 1989 — 1993
BA, Political Science
John Willey John Willey's Bear Stearns Experience June 2000 - October 2001
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2010 - Present
McKinsey & Company May 2009 - August 2009
UBS Investment Bank 2002 - 2008
Bear Stearns June 2000 - October 2001
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Business Strategy, Investment Banking, Strategy, Management, Emerging Markets, Management Consulting, Due Diligence, Financial Analysis, Mergers & Acquisitions, Venture Capital, Capital Markets, Strategic Planning, Competitive Analysis, Analytics, Portfolio Management, Risk Management, Start-ups, Corporate Development, Entrepreneurship, Leadership
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy and Operations
Georgetown University - The McDonough School of Business 1996 — 2000
BSBA, Finance, Spanish
McKinsey & Company September 2010 - Present
McKinsey & Company May 2009 - August 2009
UBS Investment Bank 2002 - 2008
Bear Stearns June 2000 - October 2001
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Business Strategy, Investment Banking, Strategy, Management, Emerging Markets, Management Consulting, Due Diligence, Financial Analysis, Mergers & Acquisitions, Venture Capital, Capital Markets, Strategic Planning, Competitive Analysis, Analytics, Portfolio Management, Risk Management, Start-ups, Corporate Development, Entrepreneurship, Leadership
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy and Operations
Georgetown University - The McDonough School of Business 1996 — 2000
BSBA, Finance, Spanish
Evelyne White's Bear Stearns Experience June 2004 - June 2006
Job CoFounder, CEO at BookaLokal Inc.
Industry Internet
Experience
BookaLokal Inc. January 2013 - Present
Riverside Europe August 2010 - December 2012
3TIER Group June 2009 - August 2009
Riverside Europe June 2007 - July 2008
The Riverside Company July 2006 - June 2007
Bear Stearns June 2004 - June 2006
Environmental Law Institute 2003 - 2003
Skills
Private Equity, Strategy, Acquisitions, Forecasting, Mergers, Corporate Finance, Valuation, Financial Modeling, Investment Banking, Venture Capital, Investments, Due Diligence, Financial Analysis, Business Strategy, LBO, M&A experience, Asset Managment, Mergers & Acquisitions, Competitive Analysis, Market Research, Start-ups, Entrepreneurship, Corporate Development, Equity Valuation, Growth Capital, Cleantech, Deal Sourcing
Education
Harvard Business School 2008 — 2010
MBA
Oberlin College 2000 — 2004
Bachelor of Arts, Politics and Environmental Science
Interlochen Arts Academy 1998 — 2000
High School Diploma, Harp Performance
Morristown Beard 1996 — 1998
High School (Freshman, Sophomore)
Lycee Francais de New York 1988 — 1996
Elementary & Middle School
BookaLokal Inc. January 2013 - Present
Riverside Europe August 2010 - December 2012
3TIER Group June 2009 - August 2009
Riverside Europe June 2007 - July 2008
The Riverside Company July 2006 - June 2007
Bear Stearns June 2004 - June 2006
Environmental Law Institute 2003 - 2003
Skills
Private Equity, Strategy, Acquisitions, Forecasting, Mergers, Corporate Finance, Valuation, Financial Modeling, Investment Banking, Venture Capital, Investments, Due Diligence, Financial Analysis, Business Strategy, LBO, M&A experience, Asset Managment, Mergers & Acquisitions, Competitive Analysis, Market Research, Start-ups, Entrepreneurship, Corporate Development, Equity Valuation, Growth Capital, Cleantech, Deal Sourcing
Education
Harvard Business School 2008 — 2010
MBA
Oberlin College 2000 — 2004
Bachelor of Arts, Politics and Environmental Science
Interlochen Arts Academy 1998 — 2000
High School Diploma, Harp Performance
Morristown Beard 1996 — 1998
High School (Freshman, Sophomore)
Lycee Francais de New York 1988 — 1996
Elementary & Middle School
Janae LeFlore's Bear Stearns Experience July 2004 - June 2008
Job Director, Internal Audit at American Bar Association
Industry Nonprofit Organization Management
Experience
American Bar Association February 2012 - Present
Nicor National December 2008 - March 2012
Bear Stearns July 2004 - June 2008
JPMorgan Chase June 1998 - July 2002
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance & Accounting
Hampton University 1994 — 1998
BS, Accounting
American Bar Association February 2012 - Present
Nicor National December 2008 - March 2012
Bear Stearns July 2004 - June 2008
JPMorgan Chase June 1998 - July 2002
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance & Accounting
Hampton University 1994 — 1998
BS, Accounting
David Burgess David Burgess's Bear Stearns Experience November 2001 - March 2008
Job VP of Business Development at Pingora Asset Management LLC
Industry Financial Services
Experience
Pingora Asset Management LLC August 2013 - Present
Amerisave Mortgage Corporation February 2011 - August 2013
GMAC Bank May 2009 - January 2011
Bear Stearns November 2001 - March 2008
Saxon Mortgage 1992 - 1999
Indy Mac 1995 - 1996
Skills
Financial Advisory, Budgets, Mortgage Banking, Risk Management, Leadership, Financial Analysis, Mortgage Lending, Banking, Loan Origination, Investments, Loans, Insurance, Sales, Relationship Management, Residential Mortgages, Business Development, Credit, Management, Portfolio Management, Capital Markets, Credit Analysis, Refinance, Finance, FHA, USDA, Financial Services, Underwriting, Credit Risk, Investment Properties, Commercial Lending, Executive Management
Education
Hampden-Sydney College 1975 — 1979
BS, Math Computer Science
Franklin high school 1971 — 1975
High school diploma w honors
Pingora Asset Management LLC August 2013 - Present
Amerisave Mortgage Corporation February 2011 - August 2013
GMAC Bank May 2009 - January 2011
Bear Stearns November 2001 - March 2008
Saxon Mortgage 1992 - 1999
Indy Mac 1995 - 1996
Skills
Financial Advisory, Budgets, Mortgage Banking, Risk Management, Leadership, Financial Analysis, Mortgage Lending, Banking, Loan Origination, Investments, Loans, Insurance, Sales, Relationship Management, Residential Mortgages, Business Development, Credit, Management, Portfolio Management, Capital Markets, Credit Analysis, Refinance, Finance, FHA, USDA, Financial Services, Underwriting, Credit Risk, Investment Properties, Commercial Lending, Executive Management
Education
Hampden-Sydney College 1975 — 1979
BS, Math Computer Science
Franklin high school 1971 — 1975
High school diploma w honors
Thomas Torsney-Weir Thomas Torsney-Weir's Bear Stearns Experience July 2004 - September 2007
Job Research Assistant at University of Vienna, Faculty of Computer Science
Industry Research
Experience
University of Vienna, Faculty of Computer Science January 2013 - Present
Simon Fraser University January 2011 - December 2012
StoneCastle Partners September 2007 - October 2010
Bear Stearns July 2004 - September 2007
Moody's Investors Service February 2003 - July 2004
Georgetown University 1999 - 2002
Skills
C++, Java, Python, Database Design, Ruby, Quantitative Analytics, Matlab, Eclipse, Software Development, HTML, Capital Markets, Open Source, Microsoft SQL Server, Linux, PHP, SQL, Unix, Investment Banking, Machine Learning, .NET, PostgreSQL, JavaScript, Structured Finance, Data Mining, CSS, MySQL, Agile Methodologies, C, Subversion, XML, C#, Bloomberg, Equities, Databases, jQuery, Software Engineering, Derivatives
Education
Simon Fraser University 2010 — 2012
MSc, Computer Science
Georgetown University 1998 — 2002
BS, Computer Science
University of Vienna, Faculty of Computer Science January 2013 - Present
Simon Fraser University January 2011 - December 2012
StoneCastle Partners September 2007 - October 2010
Bear Stearns July 2004 - September 2007
Moody's Investors Service February 2003 - July 2004
Georgetown University 1999 - 2002
Skills
C++, Java, Python, Database Design, Ruby, Quantitative Analytics, Matlab, Eclipse, Software Development, HTML, Capital Markets, Open Source, Microsoft SQL Server, Linux, PHP, SQL, Unix, Investment Banking, Machine Learning, .NET, PostgreSQL, JavaScript, Structured Finance, Data Mining, CSS, MySQL, Agile Methodologies, C, Subversion, XML, C#, Bloomberg, Equities, Databases, jQuery, Software Engineering, Derivatives
Education
Simon Fraser University 2010 — 2012
MSc, Computer Science
Georgetown University 1998 — 2002
BS, Computer Science
Chris Toub Chris Toub's Bear Stearns Experience August 1987 - December 1989
Job Director of Equities at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein January 1992 - Present
AllianceBernstein Limited April 2005 - June 2009
Alliance Capital Management 1992 - 2004
Marcus Schloss & Co December 1989 - May 1992
Bear Stearns August 1987 - December 1989
JP Morgan June 1982 - July 1985
Skills
Equities, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Series 63, Series 7
Education
Harvard Business School 1985 — 1987
MBA, Business Administration and Management, General
Williams College 1978 — 1982
BA, Economics, Political Science
AllianceBernstein January 1992 - Present
AllianceBernstein Limited April 2005 - June 2009
Alliance Capital Management 1992 - 2004
Marcus Schloss & Co December 1989 - May 1992
Bear Stearns August 1987 - December 1989
JP Morgan June 1982 - July 1985
Skills
Equities, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Series 63, Series 7
Education
Harvard Business School 1985 — 1987
MBA, Business Administration and Management, General
Williams College 1978 — 1982
BA, Economics, Political Science
Heather Evans's Bear Stearns Experience 1984 - 1986
Job Chief Marketing Officer, J.P. Morgan Markets & Investor Services
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
True Color 2009 - 2013
Bank of America Merrill Lynch 2006 - 2009
Morgan Stanley 2005 - 2006
Morgan Stanley 2000 - 2005
Heather Evans & Associates 1990 - 2000
Bear Stearns 1984 - 1986
Morgan Stanley 1979 - 1981
Skills
Business Strategy, Strategy, Equities, Marketing Strategy, Fixed Income, Customer Satisfaction..., Prime Brokerage, Mergers & Acquisitions, Entrepreneurship, Management, Hedge Funds, Investment Banking, Financial Services, Thought Leadership, Content Strategy, Content Development, Asset Management, Alternative Investments, Private Equity, Customer Satisfaction, Customer Segmentation..., Corporate Development, Design Management, Trading, Strategic Planning, Content Management, Finance, Emerging Markets, Customer Experience, Market Research, Corporate Finance, Competitive Strategy, Branding, Digital Marketing
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Harvard University
A. B., Philosophy
The Spence School
High School
Saint Ann's
J.P. Morgan January 2014 - Present
True Color 2009 - 2013
Bank of America Merrill Lynch 2006 - 2009
Morgan Stanley 2005 - 2006
Morgan Stanley 2000 - 2005
Heather Evans & Associates 1990 - 2000
Bear Stearns 1984 - 1986
Morgan Stanley 1979 - 1981
Skills
Business Strategy, Strategy, Equities, Marketing Strategy, Fixed Income, Customer Satisfaction..., Prime Brokerage, Mergers & Acquisitions, Entrepreneurship, Management, Hedge Funds, Investment Banking, Financial Services, Thought Leadership, Content Strategy, Content Development, Asset Management, Alternative Investments, Private Equity, Customer Satisfaction, Customer Segmentation..., Corporate Development, Design Management, Trading, Strategic Planning, Content Management, Finance, Emerging Markets, Customer Experience, Market Research, Corporate Finance, Competitive Strategy, Branding, Digital Marketing
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Harvard University
A. B., Philosophy
The Spence School
High School
Saint Ann's
Divya Reddy Divya Reddy's Bear Stearns Experience 2000 - 2002
Job Director, Global Energy & Natural Resources at Eurasia Group
Industry International Affairs
Experience
Eurasia Group January 2013 - Present
Eurasia Group September 2007 - December 2012
Council on Foreign Relations September 2005 - September 2007
Bear Stearns 2000 - 2002
Skills
Political Risk Analysis, Foreign Policy, Policy Analysis, International Relations, Politics, Public Policy, International..., Political Science, Economics, Diplomacy, Government, Policy, Qualitative Research, International Security
Education
Georgetown University 2003 — 2005
MPP, International Development
Pomona College 1996 — 2000
BA, Economics
Eurasia Group January 2013 - Present
Eurasia Group September 2007 - December 2012
Council on Foreign Relations September 2005 - September 2007
Bear Stearns 2000 - 2002
Skills
Political Risk Analysis, Foreign Policy, Policy Analysis, International Relations, Politics, Public Policy, International..., Political Science, Economics, Diplomacy, Government, Policy, Qualitative Research, International Security
Education
Georgetown University 2003 — 2005
MPP, International Development
Pomona College 1996 — 2000
BA, Economics
Robert Loud Robert Loud's Bear Stearns Experience April 1985 - April 1990
Job Managing Director RNL Advisory Group
Industry Financial Services
Experience
RNL Advisory Group March 2013 - Present
Gentry Financial Corporation January 2011 - February 2013
Kleos Capital Management April 2000 - January 2011
Kleos Advisors LLC January 2007 - February 2010
Kleos Capital Advisors April 2000 - December 2007
McFarland Dewey & Co. March 1994 - April 1999
Ernst & Young August 1992 - April 1994
Bear Stearns April 1985 - April 1990
Skills
Private Equity, Due Diligence, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Investments, Asset Management, Capital Markets, Equities, Emerging Markets, Fixed Income, Financial Analysis, Derivatives, Finance, Venture Capital, Portfolio Management
Education
Wharton Graduate School of Business 1990 — 1992
MBA, Finance & Accounting
Harvard University 1980 — 1984
BA, Economics and Government
RNL Advisory Group March 2013 - Present
Gentry Financial Corporation January 2011 - February 2013
Kleos Capital Management April 2000 - January 2011
Kleos Advisors LLC January 2007 - February 2010
Kleos Capital Advisors April 2000 - December 2007
McFarland Dewey & Co. March 1994 - April 1999
Ernst & Young August 1992 - April 1994
Bear Stearns April 1985 - April 1990
Skills
Private Equity, Due Diligence, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Investments, Asset Management, Capital Markets, Equities, Emerging Markets, Fixed Income, Financial Analysis, Derivatives, Finance, Venture Capital, Portfolio Management
Education
Wharton Graduate School of Business 1990 — 1992
MBA, Finance & Accounting
Harvard University 1980 — 1984
BA, Economics and Government
David Joyce David Joyce's Bear Stearns Experience 1997 - 2000
Job Managing Director, Media Equity Research, Evercore ISI
Industry Financial Services
Experience
Evercore ISI July 2012 - Present
Miller Tabak August 2005 - July 2012
JBHanauer & Co. June 2004 - February 2005
Guzman & Company March 2000 - June 2004
Bear Stearns 1997 - 2000
Skills
Financial Modeling, Hedge Funds, Investments, Equity Research, Equity Valuation, Equities, Corporate Finance, Capital Markets, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Georgetown University - The McDonough School of Business
Evercore ISI July 2012 - Present
Miller Tabak August 2005 - July 2012
JBHanauer & Co. June 2004 - February 2005
Guzman & Company March 2000 - June 2004
Bear Stearns 1997 - 2000
Skills
Financial Modeling, Hedge Funds, Investments, Equity Research, Equity Valuation, Equities, Corporate Finance, Capital Markets, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Georgetown University - The McDonough School of Business
Colston Young Colston Young's Bear Stearns Experience May 2004 - June 2005
Job Tinkering on my next thing
Industry Venture Capital & Private Equity
Experience
Sapphire Ventures, LLC. May 2013 - April 2015
Credit Suisse January 2011 - July 2012
Credit Suisse July 2005 - December 2010
Bear Stearns May 2004 - June 2005
Pharus Advisors January 2003 - May 2004
MigraTEC June 2002 - December 2002
Dell June 2001 - August 2001
Peace Corps June 1998 - July 2000
The Lucas Group August 1995 - May 1998
Skills
Strategy, Mergers, Business Strategy, Corporate Finance, Investment Banking, Management Consulting, Business Development, Corporate Development, Private Equity, Financial Modeling, Venture Capital, Valuation, Capital Raising, Leveraged Finance, M&A experience, Mergers & Acquisitions, Financial Services, Due Diligence, Start-ups
Education
Harvard Business School 2000 — 2002
MBA
Williams College 1991 — 1995
BA, Psychology & Economics
Sapphire Ventures, LLC. May 2013 - April 2015
Credit Suisse January 2011 - July 2012
Credit Suisse July 2005 - December 2010
Bear Stearns May 2004 - June 2005
Pharus Advisors January 2003 - May 2004
MigraTEC June 2002 - December 2002
Dell June 2001 - August 2001
Peace Corps June 1998 - July 2000
The Lucas Group August 1995 - May 1998
Skills
Strategy, Mergers, Business Strategy, Corporate Finance, Investment Banking, Management Consulting, Business Development, Corporate Development, Private Equity, Financial Modeling, Venture Capital, Valuation, Capital Raising, Leveraged Finance, M&A experience, Mergers & Acquisitions, Financial Services, Due Diligence, Start-ups
Education
Harvard Business School 2000 — 2002
MBA
Williams College 1991 — 1995
BA, Psychology & Economics
Allie Henson Allie Henson's Bear Stearns Experience February 2008 - April 2008
Job Assistant Brand Manager at SC Johnson
Industry Marketing and Advertising
Experience
SC Johnson July 2014 - Present
Georgetown University's McDonough School of Business August 2012 - Present
SC Johnson May 2013 - August 2013
U.S. House of Representatives, Committee on Financial Services March 2011 - July 2012
The Fund for American Studies July 2010 - March 2011
Connecting Schools to the World July 2009 - December 2009
Mercer Capital June 2008 - August 2008
Bear Stearns February 2008 - April 2008
Skills
Strategic Communications, Legislation, Media Relations, Data Analysis, Financial Analysis, Finance, Economics, Analysis, Public Policy, Policy Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), General Management
Rhodes College 2005 — 2009
B.A., Economics and Business Administration (cum laude)
SC Johnson July 2014 - Present
Georgetown University's McDonough School of Business August 2012 - Present
SC Johnson May 2013 - August 2013
U.S. House of Representatives, Committee on Financial Services March 2011 - July 2012
The Fund for American Studies July 2010 - March 2011
Connecting Schools to the World July 2009 - December 2009
Mercer Capital June 2008 - August 2008
Bear Stearns February 2008 - April 2008
Skills
Strategic Communications, Legislation, Media Relations, Data Analysis, Financial Analysis, Finance, Economics, Analysis, Public Policy, Policy Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), General Management
Rhodes College 2005 — 2009
B.A., Economics and Business Administration (cum laude)
Jorge D. Usandivaras Jorge D. Usandivaras's Bear Stearns Experience 2001 - 2006
Job Financial Advisory Services
Industry Financial Services
Experience
Deutsche Bank 2010 - 2012
Banco Itaú 2008 - 2010
Merrill Lynch 2006 - 2008
Bear Stearns 2001 - 2006
ABN AMRO 1999 - 2000
Ernst & Young 1997 - 1999
Skills
Investment Banking, Hedge Funds, Capital Markets, Emerging Markets, Derivatives, Investments, Trading, Mergers & Acquisitions, Venture Capital, Fixed Income, Equities, Corporate Finance, Private Equity, Corporate Law, Structured Finance, Valuation
Education
Harvard Law School
Harvard University, John F. Kennedy School of Government
Universidad Austral, Buenos Aires 1993 — 1994
Deutsche Bank 2010 - 2012
Banco Itaú 2008 - 2010
Merrill Lynch 2006 - 2008
Bear Stearns 2001 - 2006
ABN AMRO 1999 - 2000
Ernst & Young 1997 - 1999
Skills
Investment Banking, Hedge Funds, Capital Markets, Emerging Markets, Derivatives, Investments, Trading, Mergers & Acquisitions, Venture Capital, Fixed Income, Equities, Corporate Finance, Private Equity, Corporate Law, Structured Finance, Valuation
Education
Harvard Law School
Harvard University, John F. Kennedy School of Government
Universidad Austral, Buenos Aires 1993 — 1994
David Kawa David Kawa's Bear Stearns Experience October 1999 - November 2004
Job Quality Assurance Professional
Industry Financial Services
Experience
OptionsCity Software, Inc. December 2011 - Present
MF Global August 2008 - November 2011
CME Group November 2004 - August 2008
Bear Stearns October 1999 - November 2004
SPR November 1996 - August 1999
Skills
Test Planning, User Acceptance Testing, Manual Testing, Regression Testing, Test Cases, Usability Testing, Test Management, Unix, Microsoft Office, Quality Center, Quality Assurance, Software Quality..., Software Installation, JIRA, Unit Testing, Integration Testing, Software Documentation, Trading Systems, Trading, CME, CBOT, ICE, NYMEX, FIX, Test Strategy, Electronic Trading, Agile Methodologies, System Testing, Testing, SQL, Defect Tracking, Agile Testing, Test Execution, SDLC, Requirements Analysis, Test Automation, HP Quality Center
Education
Governors State University
BA, Business Admin/MIS
Keller Graduate School of Management of DeVry University
Graduate Certificate, Information Systems Management
OptionsCity Software, Inc. December 2011 - Present
MF Global August 2008 - November 2011
CME Group November 2004 - August 2008
Bear Stearns October 1999 - November 2004
SPR November 1996 - August 1999
Skills
Test Planning, User Acceptance Testing, Manual Testing, Regression Testing, Test Cases, Usability Testing, Test Management, Unix, Microsoft Office, Quality Center, Quality Assurance, Software Quality..., Software Installation, JIRA, Unit Testing, Integration Testing, Software Documentation, Trading Systems, Trading, CME, CBOT, ICE, NYMEX, FIX, Test Strategy, Electronic Trading, Agile Methodologies, System Testing, Testing, SQL, Defect Tracking, Agile Testing, Test Execution, SDLC, Requirements Analysis, Test Automation, HP Quality Center
Education
Governors State University
BA, Business Admin/MIS
Keller Graduate School of Management of DeVry University
Graduate Certificate, Information Systems Management
John C. Maguire John C. Maguire's Bear Stearns Experience May 1998 - June 2008
Job Partner, COO at Greylock Capital Associates, LLC
Industry Investment Management
Experience
Greylock Capital Associates, LLC December 2008 - Present
Consultant June 2008 - September 2010
Bear Stearns May 1998 - June 2008
Brown & Wood LLP (n/k/a Sidley Austin LLP) January 1993 - May 1998
Securties and Exchange Commission August 1988 - January 1993
Skills
Capital Markets, Emerging Markets, Securities, Structuring, Fixed Income, High Yield, Hedge Funds, Investments, Credit, Alternative Investments, Financial Markets, Private Equity, Financial Structuring, Portfolio Management, Restructuring, Equities, Valuation, Mergers & Acquisitions, Corporate Finance, Fund Of Funds, Asset Management, Funding, Trading, Derivatives, Investment Banking, Corporate Development, Financial Modeling
Education
Georgetown University Law Center 1988 — 1991
LLM, Securities Regulation
Pepperdine University School of Law 1985 — 1988
Juris Doctor
Santa Clara University 1976 — 1980
BSC, Marketing
Greylock Capital Associates, LLC December 2008 - Present
Consultant June 2008 - September 2010
Bear Stearns May 1998 - June 2008
Brown & Wood LLP (n/k/a Sidley Austin LLP) January 1993 - May 1998
Securties and Exchange Commission August 1988 - January 1993
Skills
Capital Markets, Emerging Markets, Securities, Structuring, Fixed Income, High Yield, Hedge Funds, Investments, Credit, Alternative Investments, Financial Markets, Private Equity, Financial Structuring, Portfolio Management, Restructuring, Equities, Valuation, Mergers & Acquisitions, Corporate Finance, Fund Of Funds, Asset Management, Funding, Trading, Derivatives, Investment Banking, Corporate Development, Financial Modeling
Education
Georgetown University Law Center 1988 — 1991
LLM, Securities Regulation
Pepperdine University School of Law 1985 — 1988
Juris Doctor
Santa Clara University 1976 — 1980
BSC, Marketing
Jonathan L. Levin Jonathan L. Levin's Bear Stearns Experience October 2006 - June 2008
Job Of Counsel at Dinsmore & Shohl LLP
Industry Law Practice
Experience
Dinsmore & Shohl LLP June 2015 - Present
Jonathan L. Levin LLC July 2008 - May 2015
Pepper Hamilton LLP August 2012 - December 2014
Bear Stearns October 2006 - June 2008
Reed Smith LLP March 1995 - September 2006
Cohen, Shapiro, Polisher, Shiekman & Cohen January 1988 - March 1995
Mesirov, Gelman, Jaffe, Cramer & Jamieson November 1985 - December 1987
Office of the Comptroller of the Currency September 1973 - October 1985
Skills
Compliance, Banking Law, Policy, Mortgage, Privacy, Mergers & Acquisitions, Financial Services, Mortgage Lending, Privacy Law, Banking, Legal Research, Loans, Analysis, Financial Regulation, Corporate Governance, Finance, Corporate Law, Securities
Education
Georgetown University Law Center 1970 — 1973
J.D., Law
Temple University 1967 — 1970
B.A., cum laude, Political Science
Dinsmore & Shohl LLP June 2015 - Present
Jonathan L. Levin LLC July 2008 - May 2015
Pepper Hamilton LLP August 2012 - December 2014
Bear Stearns October 2006 - June 2008
Reed Smith LLP March 1995 - September 2006
Cohen, Shapiro, Polisher, Shiekman & Cohen January 1988 - March 1995
Mesirov, Gelman, Jaffe, Cramer & Jamieson November 1985 - December 1987
Office of the Comptroller of the Currency September 1973 - October 1985
Skills
Compliance, Banking Law, Policy, Mortgage, Privacy, Mergers & Acquisitions, Financial Services, Mortgage Lending, Privacy Law, Banking, Legal Research, Loans, Analysis, Financial Regulation, Corporate Governance, Finance, Corporate Law, Securities
Education
Georgetown University Law Center 1970 — 1973
J.D., Law
Temple University 1967 — 1970
B.A., cum laude, Political Science
Morgan Samet's Bear Stearns Experience May 2005 - August 2005
Job Research Analyst at Pzena Investment Management
Industry Investment Management
Experience
Pzena Investment Management August 2014 - Present
Ivanka Trump February 2013 - August 2013
Thomas H. Lee Partners July 2010 - July 2012
Goldman, Sachs & Co. Inc. July 2008 - July 2010
The Nittany Lion Fund, LLC 2004 - 2008
Goldman, Sachs & Co. Inc. May 2007 - August 2007
GE Capital May 2006 - August 2006
Bear Stearns May 2005 - August 2005
Skills
Equities, Credit, Investment Management, Financial Modeling, Private Equity, Portfolio Management, Hedge Funds, Mutual Funds, Mergers & Acquisitions, Investment Banking, Investments, LBO, Financial Analysis, Long/Short Equity, Bloomberg, Corporate Development, Restructuring, Valuation, Entrepreneurship, Start-ups, Due Diligence, Venture Capital, Strategy, M&A experience, Capital Markets, Corporate Finance, Fixed Income, Alternative Investments, Mergers, Derivatives, Advisory Work, Advisory Boards, Event Driven
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Penn State University, Schreyer Honors College 2004 — 2008
B.S.
Pzena Investment Management August 2014 - Present
Ivanka Trump February 2013 - August 2013
Thomas H. Lee Partners July 2010 - July 2012
Goldman, Sachs & Co. Inc. July 2008 - July 2010
The Nittany Lion Fund, LLC 2004 - 2008
Goldman, Sachs & Co. Inc. May 2007 - August 2007
GE Capital May 2006 - August 2006
Bear Stearns May 2005 - August 2005
Skills
Equities, Credit, Investment Management, Financial Modeling, Private Equity, Portfolio Management, Hedge Funds, Mutual Funds, Mergers & Acquisitions, Investment Banking, Investments, LBO, Financial Analysis, Long/Short Equity, Bloomberg, Corporate Development, Restructuring, Valuation, Entrepreneurship, Start-ups, Due Diligence, Venture Capital, Strategy, M&A experience, Capital Markets, Corporate Finance, Fixed Income, Alternative Investments, Mergers, Derivatives, Advisory Work, Advisory Boards, Event Driven
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Penn State University, Schreyer Honors College 2004 — 2008
B.S.
Susan Soh Susan Soh's Bear Stearns Experience 1999 - 2001
Job Partner at Perella Weinberg
Industry Investment Management
Experience
Perella Weinberg January 2007 - Present
Highbridge Capital Management 2003 - January 2007
Lightyear Capital 2001 - 2003
Bear Stearns 1999 - 2001
Bear Stearns Investment Banking, M & A 1996 - 1999
Cravath Swaine and Moore 1995 - 1996
Skills
Hedge Funds, Mergers & Acquisitions, Alternative Investments, Private Equity, Equities, Asset Allocation, Fund Of Funds, Due Diligence, Valuation, Asset Management, Investments, Capital Markets, Portfolio Management, Investment Banking, Fixed Income, fundraising, marketing
Education
Harvard Law School 1991 — 1994
JD
Yale University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Perella Weinberg January 2007 - Present
Highbridge Capital Management 2003 - January 2007
Lightyear Capital 2001 - 2003
Bear Stearns 1999 - 2001
Bear Stearns Investment Banking, M & A 1996 - 1999
Cravath Swaine and Moore 1995 - 1996
Skills
Hedge Funds, Mergers & Acquisitions, Alternative Investments, Private Equity, Equities, Asset Allocation, Fund Of Funds, Due Diligence, Valuation, Asset Management, Investments, Capital Markets, Portfolio Management, Investment Banking, Fixed Income, fundraising, marketing
Education
Harvard Law School 1991 — 1994
JD
Yale University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Derek Lee, CFA's Bear Stearns Experience February 2001 - June 2008
Job Credit securities and derivatives Trader
Industry Financial Services
Experience
MUFG February 2012 - Present
Nomura Securities September 2009 - January 2011
BNP Paribas July 2008 - September 2009
Bear Stearns February 2001 - June 2008
Skills
Fixed Income, Credit Derivatives, Derivatives, Trading, CDS, Capital Markets, Equities, Options, Portfolio Management, Securities, Structured Products, Foreign Exchange, Bonds, Hedge Funds, Financial Risk, Swaps, Credit, Investment Banking
Education
Harvard University
A.B., Economics
MUFG February 2012 - Present
Nomura Securities September 2009 - January 2011
BNP Paribas July 2008 - September 2009
Bear Stearns February 2001 - June 2008
Skills
Fixed Income, Credit Derivatives, Derivatives, Trading, CDS, Capital Markets, Equities, Options, Portfolio Management, Securities, Structured Products, Foreign Exchange, Bonds, Hedge Funds, Financial Risk, Swaps, Credit, Investment Banking
Education
Harvard University
A.B., Economics
Alison (Weisser) Porterfield's Bear Stearns Experience August 2005 - August 2008
Job Executive Recruiter, WPP Talent Team
Industry Marketing and Advertising
Experience
WPP March 2011 - Present
Donatella Group August 2010 - March 2011
Select Equity Group October 2008 - August 2010
Bear Stearns August 2005 - August 2008
Bloomberg LP August 2004 - August 2005
Education
Gettysburg College 2000 — 2004
The Masters School - High School 1997 — 2000
WPP March 2011 - Present
Donatella Group August 2010 - March 2011
Select Equity Group October 2008 - August 2010
Bear Stearns August 2005 - August 2008
Bloomberg LP August 2004 - August 2005
Education
Gettysburg College 2000 — 2004
The Masters School - High School 1997 — 2000
Justine Liu Justine Liu's Bear Stearns Experience July 2007 - June 2008
Job MBA Candidate, Harvard Business School
Industry Retail
Experience
Reformation June 2015 - August 2015
Ministry of Supply - Menswear Startup March 2014 - June 2014
Saks Fifth Avenue October 2011 - March 2014
Saks Fifth Avenue January 2010 - October 2011
Ann Taylor October 2008 - December 2009
Bear Stearns July 2007 - June 2008
Skills
Merchandise Planning, Analytics, Forecasting, Retail, Fashion, Competitive Analysis, Merchandising, Strategy, Handbags, Apparel, Analysis, Pricing, Wovens, E-commerce, Marketing, Strategic Brand..., Brand Development, Brand Management
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology
Bachelor of Science (BS)
Reformation June 2015 - August 2015
Ministry of Supply - Menswear Startup March 2014 - June 2014
Saks Fifth Avenue October 2011 - March 2014
Saks Fifth Avenue January 2010 - October 2011
Ann Taylor October 2008 - December 2009
Bear Stearns July 2007 - June 2008
Skills
Merchandise Planning, Analytics, Forecasting, Retail, Fashion, Competitive Analysis, Merchandising, Strategy, Handbags, Apparel, Analysis, Pricing, Wovens, E-commerce, Marketing, Strategic Brand..., Brand Development, Brand Management
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology
Bachelor of Science (BS)
Alex Kirillov Alex Kirillov's Bear Stearns Experience February 2003 - April 2005
Job Senior Software Engineer
Industry Information Technology and Services
Experience
3GTMS, Inc December 2014 - Present
JPMorgan Chase March 2014 - December 2014
Pall Corporation January 2013 - March 2014
Mindspark Interactive Network, Inc. February 2011 - April 2012
Teach for America October 2009 - February 2011
GGA Software Services October 2008 - October 2009
Motorola Solutions May 2005 - September 2008
Bear Stearns February 2003 - April 2005
Partminer, Inc February 2000 - January 2003
Skills
Sun Certified Java..., Java, Web Services, JSP, REST, Spring, Hibernate, Appfuse, SQL, PL/SQL, XML, JSON, Team Management, Tomcat, Java Enterprise Edition, Spring MVC, jQuery, JavaScript, JMS, SOA, JUnit, CSS, SOAP, Web Applications, HTML, Spring Framework
Education
Globe Institute of Technology
Certificate
3GTMS, Inc December 2014 - Present
JPMorgan Chase March 2014 - December 2014
Pall Corporation January 2013 - March 2014
Mindspark Interactive Network, Inc. February 2011 - April 2012
Teach for America October 2009 - February 2011
GGA Software Services October 2008 - October 2009
Motorola Solutions May 2005 - September 2008
Bear Stearns February 2003 - April 2005
Partminer, Inc February 2000 - January 2003
Skills
Sun Certified Java..., Java, Web Services, JSP, REST, Spring, Hibernate, Appfuse, SQL, PL/SQL, XML, JSON, Team Management, Tomcat, Java Enterprise Edition, Spring MVC, jQuery, JavaScript, JMS, SOA, JUnit, CSS, SOAP, Web Applications, HTML, Spring Framework
Education
Globe Institute of Technology
Certificate
Richard Cusick Richard Cusick's Bear Stearns Experience September 1998 - June 2000
Job General Manager of Video at Gracenote
Industry Internet
Experience
Gracenote November 2013 - Present
Yahoo! June 2012 - November 2013
Swirl by DailyCandy April 2009 - January 2012
Gemstar-TV Guide November 2005 - April 2008
Gemstar-TV Guide November 2003 - November 2005
Gemstar-TV Guide March 2002 - November 2003
Lehman Brothers June 2000 - March 2002
Bear Stearns September 1998 - June 2000
European Commission September 1993 - September 1994
Skills
Marketing, E-commerce, Digital Media, Strategic Partnerships, Strategy, Business Development, Management, Mobile Devices, Integrated Marketing, Brand Management, Start-ups, Product Development, Mergers & Acquisitions, Budgets, Product Management, Corporate Finance, Strategic Financial..., Business Strategy, Strategic Planning, Change Management, Venture Capital, Entrepreneurship, Financial Analysis, Advertising, Business Planning, Digital Strategy, New Media, Leadership
Education
The Ohio State University Fisher College of Business 1995 — 1998
MBA
The Ohio State University Moritz College of Law 1994 — 1998
JD
University of Cambridge 1992 — 1993
MPhil, History
Harvard University 1988 — 1992
AB, Cum Laude, History
Gracenote November 2013 - Present
Yahoo! June 2012 - November 2013
Swirl by DailyCandy April 2009 - January 2012
Gemstar-TV Guide November 2005 - April 2008
Gemstar-TV Guide November 2003 - November 2005
Gemstar-TV Guide March 2002 - November 2003
Lehman Brothers June 2000 - March 2002
Bear Stearns September 1998 - June 2000
European Commission September 1993 - September 1994
Skills
Marketing, E-commerce, Digital Media, Strategic Partnerships, Strategy, Business Development, Management, Mobile Devices, Integrated Marketing, Brand Management, Start-ups, Product Development, Mergers & Acquisitions, Budgets, Product Management, Corporate Finance, Strategic Financial..., Business Strategy, Strategic Planning, Change Management, Venture Capital, Entrepreneurship, Financial Analysis, Advertising, Business Planning, Digital Strategy, New Media, Leadership
Education
The Ohio State University Fisher College of Business 1995 — 1998
MBA
The Ohio State University Moritz College of Law 1994 — 1998
JD
University of Cambridge 1992 — 1993
MPhil, History
Harvard University 1988 — 1992
AB, Cum Laude, History
Bryana Witt Bryana Witt's Bear Stearns Experience January 2005 - October 2007
Job Director of Sales at Print2Life
Industry Marketing and Advertising
Experience
Print2Life July 2015 - Present
Metropolitan Financial, Inc. October 2007 - Present
Bear Stearns January 2005 - October 2007
Skills
Marketing, Securities, Trading, Financial Services, Investments, IPO, Financial Advisory, Talent Acquisition, Series 7, Equities, Recruiting, Series 63, Strategy, Asset Management, Account Management, Asset Managment, Start-ups, Uniform Combined State..., New Business Development, Private Equity, Sales, Management, Leadership, Strategic Planning, Customer Service, Finance, Business Development, Marketing Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2004
Finance, Finance, General
The University of Georgia 2000 — 2003
Print2Life July 2015 - Present
Metropolitan Financial, Inc. October 2007 - Present
Bear Stearns January 2005 - October 2007
Skills
Marketing, Securities, Trading, Financial Services, Investments, IPO, Financial Advisory, Talent Acquisition, Series 7, Equities, Recruiting, Series 63, Strategy, Asset Management, Account Management, Asset Managment, Start-ups, Uniform Combined State..., New Business Development, Private Equity, Sales, Management, Leadership, Strategic Planning, Customer Service, Finance, Business Development, Marketing Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2004
Finance, Finance, General
The University of Georgia 2000 — 2003
Gene Kelley Gene Kelley's Bear Stearns Experience July 1984 - June 2004
Job Managing Director at EvercoreISI
Industry Financial Services
Experience
EvercoreISI June 2004 - April 2015
Bear Stearns July 1984 - June 2004
Skills
Hedge Funds, Capital Markets, Equities, Investments, Fixed Income, Investment Banking, Equity Research, Series 7, Trading, Equity Trading, Finance, Bloomberg, Asset Management, Management, Financial Modeling, Securities, Financial Analysis, Alternative Investments
Education
Georgetown University 1979 — 1983
BSBA, Finance
Iona Prep 1975 — 1979
EvercoreISI June 2004 - April 2015
Bear Stearns July 1984 - June 2004
Skills
Hedge Funds, Capital Markets, Equities, Investments, Fixed Income, Investment Banking, Equity Research, Series 7, Trading, Equity Trading, Finance, Bloomberg, Asset Management, Management, Financial Modeling, Securities, Financial Analysis, Alternative Investments
Education
Georgetown University 1979 — 1983
BSBA, Finance
Iona Prep 1975 — 1979
KK Condon's Bear Stearns Experience 1997 - January 2010
Job Vice President at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan May 2008 - Present
Bear Stearns 1997 - January 2010
Sherwin Manor Nursing Center 1992 - 1997
Bioran Medical Lab 1987 - 1991
Skills
Series 7, Series 24, series 8, Prime Brokerage, Investment Management, Fixed Income, Electronic Trading, Securities, Financial Modeling, Derivatives, Options, Middle Office, Portfolio Management, Trading Systems, Bloomberg, Due Diligence, Private Banking, Alternative Investments, Series 63, FINRA, Securities Regulation, Investment Banking, High Net Worth..., Equity Derivatives, Equities, Financial Markets, Hedge Funds, Asset Allocation, Investment Advisory, Capital Markets, Private Equity, Financial Advisory
Education
American College in London 1986 — 1990
Harvard University
Northeastern Illinois University
Southeast Missouri State University
JP Morgan May 2008 - Present
Bear Stearns 1997 - January 2010
Sherwin Manor Nursing Center 1992 - 1997
Bioran Medical Lab 1987 - 1991
Skills
Series 7, Series 24, series 8, Prime Brokerage, Investment Management, Fixed Income, Electronic Trading, Securities, Financial Modeling, Derivatives, Options, Middle Office, Portfolio Management, Trading Systems, Bloomberg, Due Diligence, Private Banking, Alternative Investments, Series 63, FINRA, Securities Regulation, Investment Banking, High Net Worth..., Equity Derivatives, Equities, Financial Markets, Hedge Funds, Asset Allocation, Investment Advisory, Capital Markets, Private Equity, Financial Advisory
Education
American College in London 1986 — 1990
Harvard University
Northeastern Illinois University
Southeast Missouri State University
Ray Sulentic Ray Sulentic's Bear Stearns Experience 2006 - 2008
Job Director at CE2 Capital Partners
Industry Renewables & Environment
Experience
CE2 Capital Partners 2011 - 2015
Encore Capital Group 2009 - 2011
UBS O'Connor 2008 - 2009
Bear Stearns 2006 - 2008
Danaher 2005 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Development, Financial Structuring, Strategic Planning, Business Strategy
Education
University of California, Los Angeles - School of Law 2015 — 2016
University of San Diego School of Law 2014 — 2015
Georgetown University 2004 — 2006
MBA, Finance
Tulane University - A.B. Freeman School of Business
BS, Finance, Psychology
CE2 Capital Partners 2011 - 2015
Encore Capital Group 2009 - 2011
UBS O'Connor 2008 - 2009
Bear Stearns 2006 - 2008
Danaher 2005 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Development, Financial Structuring, Strategic Planning, Business Strategy
Education
University of California, Los Angeles - School of Law 2015 — 2016
University of San Diego School of Law 2014 — 2015
Georgetown University 2004 — 2006
MBA, Finance
Tulane University - A.B. Freeman School of Business
BS, Finance, Psychology
Susan Lesesne Susan Lesesne's Bear Stearns Experience 1985 - 1986
Job Account Executive at Reporter Newspapers & Atlanta INtown
Industry Facilities Services
Experience
Reporter Newspapers & Atlanta INtown August 2013 - Present
MPG Distributors LLC September 2009 - Present
State Industrial Products December 1999 - June 2009
Market Day 1992 - 1997
Bear Stearns 1985 - 1986
SunTrust Robinson Humphrey 1983 - 1985
Skills
Account Management, New Business Development, Key Account Management, Sales Management, Cold Calling, Sales, Event Planning, Fundraising, Management, Sales Presentations, Selling, Business Development, B2B, Marketing, Contract Negotiation, Budgets, Training, Lead Generation, Direct Sales, Marketing Strategy, Coaching, Sales Process, Team Building, Small Business, Email Marketing, Customer Service, Negotiation, Operations Management, Strategic Planning, Sales Operations, Strategic Partnerships, Social Media Marketing, Entrepreneurship, Strategy, Leadership, Forecasting
Education
Georgia Southern University 1978 — 1980
St. Pius X High School 1974 — 1978
Reporter Newspapers & Atlanta INtown August 2013 - Present
MPG Distributors LLC September 2009 - Present
State Industrial Products December 1999 - June 2009
Market Day 1992 - 1997
Bear Stearns 1985 - 1986
SunTrust Robinson Humphrey 1983 - 1985
Skills
Account Management, New Business Development, Key Account Management, Sales Management, Cold Calling, Sales, Event Planning, Fundraising, Management, Sales Presentations, Selling, Business Development, B2B, Marketing, Contract Negotiation, Budgets, Training, Lead Generation, Direct Sales, Marketing Strategy, Coaching, Sales Process, Team Building, Small Business, Email Marketing, Customer Service, Negotiation, Operations Management, Strategic Planning, Sales Operations, Strategic Partnerships, Social Media Marketing, Entrepreneurship, Strategy, Leadership, Forecasting
Education
Georgia Southern University 1978 — 1980
St. Pius X High School 1974 — 1978
Karl B. Douglas's Bear Stearns Experience 1992 - 1994
Job SVP Business Development at PPMT Strategic Group
Industry Financial Services
Experience
PPMT Strategic Group November 2014 - Present
Unify Biotechnologies, LLC., formerly BioCelerate LLC September 2014 - Present
European American Capital Partners October 2004 - October 2014
UCC Capital Corporation October 2000 - October 2004
Merrill Lynch August 1998 - January 2000
JP Morgan August 1994 - April 1998
Bear Stearns 1992 - 1994
Salomon Brothers 1990 - 1992
Tradition North America January 1990 - December 1990
Vantage Financial Corp April 1989 - December 1989
Skills
Mergers & Acquisitions, Strategy, Commodity, Capital Markets, Finance, Due Diligence, Valuation, Structured Finance, Financial Structuring, Investments, Executive Management, Equities, Business Strategy, Mining, Venture Capital, Restructuring, Private Equity, Trading, Strategic Planning, Financial Modeling, Investment Banking, Mergers, New Business Development, Start-ups, Portfolio Management, Corporate Finance, Energy, Emerging Markets, Investor Relations, Acquisitions, Funding, Financial Analysis, Private Placements, Corporate Development, Capital
Education
Princeton University 1981 — 1985
Economics, Class of 1985, Political Economy
Harvard University 1982 — 1982
Business/Managerial Economics
Heriot-Watt University 2011 — 2013
Post Graduate Studies in Business Administration, Business/Managerial Economics
PPMT Strategic Group November 2014 - Present
Unify Biotechnologies, LLC., formerly BioCelerate LLC September 2014 - Present
European American Capital Partners October 2004 - October 2014
UCC Capital Corporation October 2000 - October 2004
Merrill Lynch August 1998 - January 2000
JP Morgan August 1994 - April 1998
Bear Stearns 1992 - 1994
Salomon Brothers 1990 - 1992
Tradition North America January 1990 - December 1990
Vantage Financial Corp April 1989 - December 1989
Skills
Mergers & Acquisitions, Strategy, Commodity, Capital Markets, Finance, Due Diligence, Valuation, Structured Finance, Financial Structuring, Investments, Executive Management, Equities, Business Strategy, Mining, Venture Capital, Restructuring, Private Equity, Trading, Strategic Planning, Financial Modeling, Investment Banking, Mergers, New Business Development, Start-ups, Portfolio Management, Corporate Finance, Energy, Emerging Markets, Investor Relations, Acquisitions, Funding, Financial Analysis, Private Placements, Corporate Development, Capital
Education
Princeton University 1981 — 1985
Economics, Class of 1985, Political Economy
Harvard University 1982 — 1982
Business/Managerial Economics
Heriot-Watt University 2011 — 2013
Post Graduate Studies in Business Administration, Business/Managerial Economics
Summer Nemeth's Bear Stearns Experience July 2002 - July 2004
Job Executive Director at Ladder Capital
Industry Capital Markets
Experience
Ladder Capital Corp June 2010 - Present
JF Capital Advisors February 2005 - December 2006
Fenway Partners July 2004 - January 2005
Bear Stearns July 2002 - July 2004
Education
Harvard Business School 2007 — 2009
MBA
University of Michigan 1998 — 2002
B.Sc., Computer Science, Economics
Ladder Capital Corp June 2010 - Present
JF Capital Advisors February 2005 - December 2006
Fenway Partners July 2004 - January 2005
Bear Stearns July 2002 - July 2004
Education
Harvard Business School 2007 — 2009
MBA
University of Michigan 1998 — 2002
B.Sc., Computer Science, Economics
JonPaul Heurich, CISSP JonPaul Heurich, CISSP's Bear Stearns Experience November 2005 - March 2008
Job VP at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ July 2012 - Present
Realogy March 2012 - July 2012
Mizuho Corporate Bank March 2008 - March 2012
Bear Stearns November 2005 - March 2008
Bank of Tokyo-Mitsubishi September 2002 - November 2005
Dresdner Kleinwort Wasserstein Securities LLC March 1999 - September 2002
Skills
CISSP, IT Audit, Information Security..., Risk Management, Disaster Recovery, Information Security, PCI DSS
Education
Hampshire College 1988 — 1992
B.A., Alternative Tech.
School for International Training 1990 — 1990
Bank of Tokyo-Mitsubishi UFJ July 2012 - Present
Realogy March 2012 - July 2012
Mizuho Corporate Bank March 2008 - March 2012
Bear Stearns November 2005 - March 2008
Bank of Tokyo-Mitsubishi September 2002 - November 2005
Dresdner Kleinwort Wasserstein Securities LLC March 1999 - September 2002
Skills
CISSP, IT Audit, Information Security..., Risk Management, Disaster Recovery, Information Security, PCI DSS
Education
Hampshire College 1988 — 1992
B.A., Alternative Tech.
School for International Training 1990 — 1990
Rich Cancro's Bear Stearns Experience December 2002 - May 2008
Job Founder and CEO at Vanare
Industry Financial Services
Experience
Vanare April 2012 - Present
Merrill Lynch June 2009 - March 2012
J.P. Morgan June 2008 - May 2009
Bear Stearns December 2002 - May 2008
DLJdirect 1993 - 2002
Skills
Business Management, Wealth Management, Product Development, Financial Services, Portfolio Management, Business Strategy, Management, Financial Advisory, Investments, Leadership, Hedge Funds, Alternative Investments, Asset Management, Securities, Equities, Fixed Income, Capital Markets
Education
Gettysburg College 1985 — 1989
Bachelor of Arts, Business
Vanare April 2012 - Present
Merrill Lynch June 2009 - March 2012
J.P. Morgan June 2008 - May 2009
Bear Stearns December 2002 - May 2008
DLJdirect 1993 - 2002
Skills
Business Management, Wealth Management, Product Development, Financial Services, Portfolio Management, Business Strategy, Management, Financial Advisory, Investments, Leadership, Hedge Funds, Alternative Investments, Asset Management, Securities, Equities, Fixed Income, Capital Markets
Education
Gettysburg College 1985 — 1989
Bachelor of Arts, Business
Jibran Khan's Bear Stearns Experience February 2007 - June 2007
Job
Industry Financial Services
Experience
Cisco March 2015 - Present
HGST, a Western Digital company November 2014 - Present
Cypress Semiconductor Corporation 2014 - Present
Blue Cross and Blue Shield of Nebraska January 2013 - December 2013
Brocade January 2011 - January 2013
Xpert Source Inc January 2010 - December 2010
Bear Stearns February 2007 - June 2007
University of Nebraska-Lincoln December 2004 - January 2007
National Education Loan Network October 2005 - February 2006
TierOne Bank Inc June 2005 - August 2005
Skills
Business Objects, Business Intelligence, Financial Reporting, Financial Analysis, Variance Analysis, Ad Hoc Reporting, Report Automation, Forecast Modeling, Data Analysis, Essbase, Business Analysis, Analysis, Salesforce.com, Management, SharePoint, Process Improvement, Financial Forecasting, Team Building, Business Process..., Corporate Finance, Automation, Forecasting, Finance, Financial Modeling, Project Management, Access, Vendor Management, SAP, CRM, Cross-functional Team..., OBIEE, Product Management, Business Process, Hyperion Enterprise, Software Documentation, SaaS
Education
Golden Gate University 2008 — 2010
Master of Science
University of Nebraska-Lincoln 2001 — 2006
BSBA
Cisco March 2015 - Present
HGST, a Western Digital company November 2014 - Present
Cypress Semiconductor Corporation 2014 - Present
Blue Cross and Blue Shield of Nebraska January 2013 - December 2013
Brocade January 2011 - January 2013
Xpert Source Inc January 2010 - December 2010
Bear Stearns February 2007 - June 2007
University of Nebraska-Lincoln December 2004 - January 2007
National Education Loan Network October 2005 - February 2006
TierOne Bank Inc June 2005 - August 2005
Skills
Business Objects, Business Intelligence, Financial Reporting, Financial Analysis, Variance Analysis, Ad Hoc Reporting, Report Automation, Forecast Modeling, Data Analysis, Essbase, Business Analysis, Analysis, Salesforce.com, Management, SharePoint, Process Improvement, Financial Forecasting, Team Building, Business Process..., Corporate Finance, Automation, Forecasting, Finance, Financial Modeling, Project Management, Access, Vendor Management, SAP, CRM, Cross-functional Team..., OBIEE, Product Management, Business Process, Hyperion Enterprise, Software Documentation, SaaS
Education
Golden Gate University 2008 — 2010
Master of Science
University of Nebraska-Lincoln 2001 — 2006
BSBA
Yvonne So Yvonne So's Bear Stearns Experience July 2001 - June 2004
Job MBS/ABS Sales at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland October 2009 - Present
Washington Mutual 2005 - 2009
Southwest Corporate FCU July 2004 - September 2005
Bear Stearns July 2001 - June 2004
Education
Georgetown University 1997 — 2000
BSFS, Foreign Service
Royal Bank of Scotland October 2009 - Present
Washington Mutual 2005 - 2009
Southwest Corporate FCU July 2004 - September 2005
Bear Stearns July 2001 - June 2004
Education
Georgetown University 1997 — 2000
BSFS, Foreign Service
Adam Cabibi's Bear Stearns Experience January 1989 - January 1999
Job Managing Director at Carter, Terry & Company
Industry Financial Services
Experience
Carter, Terry & Company June 2012 - Present
MidSouth Capital Inc June 2005 - June 2012
Deutsche Bank Securities January 1999 - June 2005
Bear Stearns January 1989 - January 1999
Skills
Private Equity, Management, Capital, Derivatives, Structured Products, Capital Markets, Venture Capital, Funding, Alternative Investments, Structured Finance, Mergers & Acquisitions, Trading, Strategic Financial..., Mutual Funds, Asset Allocation, Finance, Securities, Private Placements, Asset Management
Education
Bachelors Degree
Georgia Institute of Technology
Electrical Engineering
Georgia State University
BA, Finance
Carter, Terry & Company June 2012 - Present
MidSouth Capital Inc June 2005 - June 2012
Deutsche Bank Securities January 1999 - June 2005
Bear Stearns January 1989 - January 1999
Skills
Private Equity, Management, Capital, Derivatives, Structured Products, Capital Markets, Venture Capital, Funding, Alternative Investments, Structured Finance, Mergers & Acquisitions, Trading, Strategic Financial..., Mutual Funds, Asset Allocation, Finance, Securities, Private Placements, Asset Management
Education
Bachelors Degree
Georgia Institute of Technology
Electrical Engineering
Georgia State University
BA, Finance
Jeff Hammerbacher's Bear Stearns Experience June 2005 - March 2006
Job Curious
Industry Research
Experience
Mount Sinai School of Medicine July 2012 - Present
Cloudera October 2008 - Present
Techammer 2007 - Present
Sage Bionetworks August 2010 - Present
Cancer Research Institute (CRI) April 2015 - Present
O'Reilly Media October 2008 - March 2009
Accel Partners September 2008 - October 2008
Facebook March 2006 - September 2008
Bear Stearns June 2005 - March 2006
Skills
Machine Learning, Big Data, Distributed Systems, Hadoop, Data Mining, Analytics, Python, Statistics, Databases, MapReduce, R, Open Source, Data Science, Data Visualization, Data Management, HBase, Hive, OCaml
Education
Harvard University 2000 — 2005
A.B.
Mount Sinai School of Medicine July 2012 - Present
Cloudera October 2008 - Present
Techammer 2007 - Present
Sage Bionetworks August 2010 - Present
Cancer Research Institute (CRI) April 2015 - Present
O'Reilly Media October 2008 - March 2009
Accel Partners September 2008 - October 2008
Facebook March 2006 - September 2008
Bear Stearns June 2005 - March 2006
Skills
Machine Learning, Big Data, Distributed Systems, Hadoop, Data Mining, Analytics, Python, Statistics, Databases, MapReduce, R, Open Source, Data Science, Data Visualization, Data Management, HBase, Hive, OCaml
Education
Harvard University 2000 — 2005
A.B.
Andrew Gumbiner Andrew Gumbiner's Bear Stearns Experience June 2005 - August 2005
Job Office of Public Affairs at U.S. Department of Energy
Industry Government Relations
Experience
U.S. Department of Energy July 2014 - Present
Advanced Research Projects Agency - Energy, U.S. Department of Energy December 2013 - July 2014
Booz Allen Hamilton June 2010 - 2013
Jasculca/Terman & Associates October 2009 - February 2010
Anglo Risk Security Consulting March 2009 - June 2009
United States House September 2008 - December 2008
Hamilton College Levitt Fellowship Research Grant May 2007 - September 2007
Bear Stearns June 2005 - August 2005
Skills
Government, Analysis, Research, Politics, Policy
Education
Hamilton College 2004 — 2008
B.A., World Politics/Government
Hamilton College
U.S. Department of Energy July 2014 - Present
Advanced Research Projects Agency - Energy, U.S. Department of Energy December 2013 - July 2014
Booz Allen Hamilton June 2010 - 2013
Jasculca/Terman & Associates October 2009 - February 2010
Anglo Risk Security Consulting March 2009 - June 2009
United States House September 2008 - December 2008
Hamilton College Levitt Fellowship Research Grant May 2007 - September 2007
Bear Stearns June 2005 - August 2005
Skills
Government, Analysis, Research, Politics, Policy
Education
Hamilton College 2004 — 2008
B.A., World Politics/Government
Hamilton College
Frank D'Ambrosio's Bear Stearns Experience 1994 - 1998
Job at Hudson Partners
Industry Financial Services
Experience
Hudson Partners July 2010 - Present
SkyBridge Capital November 2007 - June 2009
ISI Group January 2004 - August 2007
Neuberger Berman 2000 - 2003
Bear Stearns 1994 - 1998
Paine Webber 1982 - 1991
Skills
Hedge Funds, Alternative Investments, Private Equity, Trading, Investments, Investment Strategies, Investment Management, Mutual Funds, Institutional Investors, Financial Structuring, Capital Markets, Fund Of Funds, Asset Managment, Equities, Valuation, Investment Banking, Asset Allocation, Due Diligence, Financial Services, Equity Research, Securities, Funding, Bloomberg, Emerging Markets, Institutional..., Fixed Income, Series 7, Capital, Asset Management
Education
New York University 1979 — 1982
MBA, Finance
Georgetown University 1973 — 1977
BA, Accounting
Hudson Partners July 2010 - Present
SkyBridge Capital November 2007 - June 2009
ISI Group January 2004 - August 2007
Neuberger Berman 2000 - 2003
Bear Stearns 1994 - 1998
Paine Webber 1982 - 1991
Skills
Hedge Funds, Alternative Investments, Private Equity, Trading, Investments, Investment Strategies, Investment Management, Mutual Funds, Institutional Investors, Financial Structuring, Capital Markets, Fund Of Funds, Asset Managment, Equities, Valuation, Investment Banking, Asset Allocation, Due Diligence, Financial Services, Equity Research, Securities, Funding, Bloomberg, Emerging Markets, Institutional..., Fixed Income, Series 7, Capital, Asset Management
Education
New York University 1979 — 1982
MBA, Finance
Georgetown University 1973 — 1977
BA, Accounting
David Nadel David Nadel's Bear Stearns Experience January 1998 - January 2001
Job Portfolio Manager, Director of International Research at Royce & Associates
Industry Investment Management
Experience
Royce & Associates June 2006 - Present
Neuberger Berman November 2004 - June 2006
Pequot Capital January 2001 - December 2003
Bear Stearns January 1998 - January 2001
Value Partners Limited 惠理基金 June 1994 - August 1994
Lazard July 1992 - June 1994
Skills
Investments, Portfolio Management, Equity Research, Equities, Valuation, Mutual Funds, Hedge Funds, Emerging Markets, Asset Management, Mergers & Acquisitions, White Papers, Market Analysis, Small Cap, International Equities, Commentating, Television, Value Investing, Asset Allocation, Economic Research, Capital Structure, Equity Valuation, Fundamental Analysis, Risk Management, Capital Markets, Management, Corporate Governance, Marketing Communications
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Harvard University 1991 — 1992
Master's Degree, History of Science, 3.6/4.0
Williams College 1989 — 1991
Bachelor's Degree, Political Science, 3.7/4.0
Royce & Associates June 2006 - Present
Neuberger Berman November 2004 - June 2006
Pequot Capital January 2001 - December 2003
Bear Stearns January 1998 - January 2001
Value Partners Limited 惠理基金 June 1994 - August 1994
Lazard July 1992 - June 1994
Skills
Investments, Portfolio Management, Equity Research, Equities, Valuation, Mutual Funds, Hedge Funds, Emerging Markets, Asset Management, Mergers & Acquisitions, White Papers, Market Analysis, Small Cap, International Equities, Commentating, Television, Value Investing, Asset Allocation, Economic Research, Capital Structure, Equity Valuation, Fundamental Analysis, Risk Management, Capital Markets, Management, Corporate Governance, Marketing Communications
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Harvard University 1991 — 1992
Master's Degree, History of Science, 3.6/4.0
Williams College 1989 — 1991
Bachelor's Degree, Political Science, 3.7/4.0
Andrew Collens Andrew Collens's Bear Stearns Experience 1996 - 2000
Job Energy & Power Financial Services Professional
Industry Venture Capital & Private Equity
Experience
Lux Energy Partners January 2007 - Present
Greenwich Energy Investments January 2005 - December 2006
WestLB 2002 - 2004
Credit Suisse/DLJ 2000 - 2001
Bear Stearns 1996 - 2000
Kidder Peabody/PaineWebber 1991 - 1995
Skills
New Business Development, Structured Finance, Valuation, Investment Banking, Project Finance, Corporate Finance, Sales Management, Strategic Planning, Capital Markets, Management, Mergers & Acquisitions
Education
Harvard Business School
MBA, 1991, Business Administration and Management, General
Yale University
BA, Economics, 1987
Lux Energy Partners January 2007 - Present
Greenwich Energy Investments January 2005 - December 2006
WestLB 2002 - 2004
Credit Suisse/DLJ 2000 - 2001
Bear Stearns 1996 - 2000
Kidder Peabody/PaineWebber 1991 - 1995
Skills
New Business Development, Structured Finance, Valuation, Investment Banking, Project Finance, Corporate Finance, Sales Management, Strategic Planning, Capital Markets, Management, Mergers & Acquisitions
Education
Harvard Business School
MBA, 1991, Business Administration and Management, General
Yale University
BA, Economics, 1987
Chris Kwak's Bear Stearns Experience August 1999 - December 2002
Job Investor
Industry Investment Management
Experience
Tiger Global Management September 2014 - July 2015
Cato Partners May 2008 - May 2011
Earth Class Mail Corp. 2004 - June 2009
2K Advisors March 2007 - April 2008
Susquehanna International Group June 2004 - February 2007
Viking Global Investors January 2003 - December 2003
Bear Stearns August 1999 - December 2002
Credit Suisse First Boston July 1998 - July 1999
Skills
Analysis, Corporate Finance, Telecommunications, Investments, Equities, Start-ups, Mergers & Acquisitions, Strategy, Financial Modeling, Due Diligence
Education
Harvard University 1993 — 1998
BA
Tiger Global Management September 2014 - July 2015
Cato Partners May 2008 - May 2011
Earth Class Mail Corp. 2004 - June 2009
2K Advisors March 2007 - April 2008
Susquehanna International Group June 2004 - February 2007
Viking Global Investors January 2003 - December 2003
Bear Stearns August 1999 - December 2002
Credit Suisse First Boston July 1998 - July 1999
Skills
Analysis, Corporate Finance, Telecommunications, Investments, Equities, Start-ups, Mergers & Acquisitions, Strategy, Financial Modeling, Due Diligence
Education
Harvard University 1993 — 1998
BA
Jerry Newman's Bear Stearns Experience February 2002 - November 2007
Job
Industry Venture Capital & Private Equity
Experience
Cowen and Company 1989 - 2009
Bear Stearns February 2002 - November 2007
JP Morgan 1999 - 2001
Hambrecht & Quist 1984 - 1989
Merrill Lynch 1968 - 1983
Skills
Mergers & Acquisitions, Due Diligence, Venture Capital, Acquisitions, Private Equity, Entrepreneurship, Strategic Partnerships, Start-ups, Business Strategy, Corporate Development
Education
Golden Gate University 1976 — 1979
Master of Public Administration (M.P.A.), Public Administration
San Francisco State University 1966 — 1968
Cowen and Company 1989 - 2009
Bear Stearns February 2002 - November 2007
JP Morgan 1999 - 2001
Hambrecht & Quist 1984 - 1989
Merrill Lynch 1968 - 1983
Skills
Mergers & Acquisitions, Due Diligence, Venture Capital, Acquisitions, Private Equity, Entrepreneurship, Strategic Partnerships, Start-ups, Business Strategy, Corporate Development
Education
Golden Gate University 1976 — 1979
Master of Public Administration (M.P.A.), Public Administration
San Francisco State University 1966 — 1968
David Stith's Bear Stearns Experience March 1999 - July 2004
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2010 - Present
Cantor Fitzgerald June 2009 - May 2010
Merrill Lynch July 2004 - January 2009
Bear Stearns March 1999 - July 2004
Banc of America Securities March 1996 - March 1999
Merrill Lynch August 1989 - March 1996
Skills
Capital Markets, Debt, Valuation, Mergers, Hedge Funds, Investments, Structured Finance, Fixed Income, Mergers & Acquisitions, LBO, Investment Banking, Management, Due Diligence, Corporate Finance, Banking, Finance, Restructuring, Equities, CRM, Capital Structure, Securities, Alternative Investments, Credit, Financial Risk, Private Equity, Financial Structuring, Portfolio Management, High Yield, Structured Products
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA), finance
Hampton University 1976 — 1980
BS, Finance
Bank of America Merrill Lynch May 2010 - Present
Cantor Fitzgerald June 2009 - May 2010
Merrill Lynch July 2004 - January 2009
Bear Stearns March 1999 - July 2004
Banc of America Securities March 1996 - March 1999
Merrill Lynch August 1989 - March 1996
Skills
Capital Markets, Debt, Valuation, Mergers, Hedge Funds, Investments, Structured Finance, Fixed Income, Mergers & Acquisitions, LBO, Investment Banking, Management, Due Diligence, Corporate Finance, Banking, Finance, Restructuring, Equities, CRM, Capital Structure, Securities, Alternative Investments, Credit, Financial Risk, Private Equity, Financial Structuring, Portfolio Management, High Yield, Structured Products
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA), finance
Hampton University 1976 — 1980
BS, Finance
Scott Prosser's Bear Stearns Experience June 2000 - July 2002
Job The RSP Companies
Industry Real Estate
Experience
The RSP Companies 1998 - Present
Conlon & Co. June 2008 - November 2010
Gruss & Co. November 2005 - May 2008
Marsh McLennan January 2003 - April 2004
Bear Stearns June 2000 - July 2002
Defense Intelligence Agency August 1997 - November 1999
2nd Ranger Battalion (2/75 RGR) June 1991 - October 1995
Education
New York University 2003 — 2005
MS, Real Estate Finance & Development
Georgetown University 1997 — 2000
BSFS, Foreign Service
The RSP Companies 1998 - Present
Conlon & Co. June 2008 - November 2010
Gruss & Co. November 2005 - May 2008
Marsh McLennan January 2003 - April 2004
Bear Stearns June 2000 - July 2002
Defense Intelligence Agency August 1997 - November 1999
2nd Ranger Battalion (2/75 RGR) June 1991 - October 1995
Education
New York University 2003 — 2005
MS, Real Estate Finance & Development
Georgetown University 1997 — 2000
BSFS, Foreign Service
Tropeano, Marlon's Bear Stearns Experience January 1993 - March 1999
Job Licensed Real Estate Salesperson at Jason Rosenberg Real Estate
Industry Real Estate
Experience
Corcoran Group Real Estate September 2012 - June 2014
MortgageIT IPI Sky Scraper Mortgage February 2001 - July 2006
Bear Stearns January 1993 - March 1999
Skills
Investment Properties, Real Estate, Residential Homes, Property Management, Sellers, Negotiation, Real Estate Transactions, First Time Home Buyers, Strategic Planning, Real Estate Development, Short Sales, Marketing, New Business Development, Marketing Strategy, REO, Foreclosures, Investors, Team Building, Contract Negotiation, Sales, Single Family Homes, Finance, Investments, Social Media Marketing, Selling, FHA, Commercial Real Estate, Mortgage Lending, Rentals, Refinance
Education
Hamilton College
Bachelor of Arts (BA)
Corcoran Group Real Estate September 2012 - June 2014
MortgageIT IPI Sky Scraper Mortgage February 2001 - July 2006
Bear Stearns January 1993 - March 1999
Skills
Investment Properties, Real Estate, Residential Homes, Property Management, Sellers, Negotiation, Real Estate Transactions, First Time Home Buyers, Strategic Planning, Real Estate Development, Short Sales, Marketing, New Business Development, Marketing Strategy, REO, Foreclosures, Investors, Team Building, Contract Negotiation, Sales, Single Family Homes, Finance, Investments, Social Media Marketing, Selling, FHA, Commercial Real Estate, Mortgage Lending, Rentals, Refinance
Education
Hamilton College
Bachelor of Arts (BA)
Ira Scot Holmes, CPA's Bear Stearns Experience 1988 - 1993
Job Managing Director Convexity Consulting Group, LLC
Industry Financial Services
Experience
The George Washington University 2011 - Present
Convexity Consulting Group, LLC January 2007 - Present
University of Maryland - University College 2007 - Present
Literacy Council of Montgomery County 2008 - 2012
Wachovia Securities, LLC 2004 - 2007
GMAC-RFC Securities 2003 - 2004
Freddie Mac 2000 - 2003
Bear Stearns 1988 - 1993
Goldman Sachs 1985 - 1988
Skills
Derivatives, Fixed Income, Capital Markets, Hedging, Swaps, Securities, Mortgage, Risk Analysis, Structured Products, Bonds, Trading, Credit Derivatives, Accounting, Volatility, Financial Markets, Mortgage Lending, Finance, Risk Management, Equities, Mergers & Acquisitions, Financial Analysis, Analysis, Management, Investments, Strategic Planning, Asset Management, Strategy, Credit, Hedge Funds, Financial Services, Executive Management, Structured Finance, Options, Financial Modeling
Education
University of Wisconsin-Madison - School of Business 1979 — 1980
M.B.A. - Finance/Capital Markets
Hampton University 1975 — 1979
B.S. - Accounting
University of Maryland University College
The George Washington University 2011 - Present
Convexity Consulting Group, LLC January 2007 - Present
University of Maryland - University College 2007 - Present
Literacy Council of Montgomery County 2008 - 2012
Wachovia Securities, LLC 2004 - 2007
GMAC-RFC Securities 2003 - 2004
Freddie Mac 2000 - 2003
Bear Stearns 1988 - 1993
Goldman Sachs 1985 - 1988
Skills
Derivatives, Fixed Income, Capital Markets, Hedging, Swaps, Securities, Mortgage, Risk Analysis, Structured Products, Bonds, Trading, Credit Derivatives, Accounting, Volatility, Financial Markets, Mortgage Lending, Finance, Risk Management, Equities, Mergers & Acquisitions, Financial Analysis, Analysis, Management, Investments, Strategic Planning, Asset Management, Strategy, Credit, Hedge Funds, Financial Services, Executive Management, Structured Finance, Options, Financial Modeling
Education
University of Wisconsin-Madison - School of Business 1979 — 1980
M.B.A. - Finance/Capital Markets
Hampton University 1975 — 1979
B.S. - Accounting
University of Maryland University College
Jeramy Zimmerman's Bear Stearns Experience 1995 - 1998
Job Teaching Artist at Orchestra St. Luke's
Industry Performing Arts
Experience
CatScratch Theatre 2000 - Present
Orchestra of St. Luke's April 2008 - June 2012
Grace Church School September 2009 - June 2011
Microsoft 2006 - August 2009
Bear Stearns 1995 - 1998
Education
Georgetown University Law Center 1993 — 1994
law
New York University
Stephens College
CatScratch Theatre 2000 - Present
Orchestra of St. Luke's April 2008 - June 2012
Grace Church School September 2009 - June 2011
Microsoft 2006 - August 2009
Bear Stearns 1995 - 1998
Education
Georgetown University Law Center 1993 — 1994
law
New York University
Stephens College
Anisha Bhargava's Bear Stearns Experience 2001 - 2003
Job Independent Consultant at eCommerce Consultant
Industry Retail
Experience
Independent Consultant November 2011 - Present
Diapers.com / Yoyo.com (Amazon.com) May 2009 - October 2011
Atari, Inc. August 2008 - 2009
Toys R Us August 2007 - August 2008
American Express June 2006 - August 2006
Warner Music Group July 2003 - August 2005
Bear Stearns 2001 - 2003
Fitch Ratings 1999 - 2000
Merrill Lynch 1998 - 1998
Education
Harvard Business School 2005 — 2007
MBA
University of Michigan 1997 — 2001
Independent Consultant November 2011 - Present
Diapers.com / Yoyo.com (Amazon.com) May 2009 - October 2011
Atari, Inc. August 2008 - 2009
Toys R Us August 2007 - August 2008
American Express June 2006 - August 2006
Warner Music Group July 2003 - August 2005
Bear Stearns 2001 - 2003
Fitch Ratings 1999 - 2000
Merrill Lynch 1998 - 1998
Education
Harvard Business School 2005 — 2007
MBA
University of Michigan 1997 — 2001
R Scott McKenzie's Bear Stearns Experience 1996 - 1998
Job Trader
Industry Financial Services
Experience
National Alliance Capital Markets April 2013 - July 2014
Tera Exchange May 2012 - March 2013
Jefferies & Company April 2010 - January 2012
Beechwood Trading June 2005 - March 2010
Platinum Global Limited September 2002 - May 2005
HVB Bank May 2001 - May 2002
Bear Stearns 1996 - 1998
Merrill Lynch 1986 - 1996
Skills
Emerging Markets, Structured Products, FX Derivatives, Trading, Derivatives, Credit Derivatives, Asset Managment, Fixed Income, Financial Structuring, Options, Bonds, FX Options, Investments, Securities, Series 7, Portfolio Management, Financial Markets, Commodity, Equity Trading, Currency, Asset Management
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
Yale University 1977 — 1981
BA, Engineering and Applied Science
National Alliance Capital Markets April 2013 - July 2014
Tera Exchange May 2012 - March 2013
Jefferies & Company April 2010 - January 2012
Beechwood Trading June 2005 - March 2010
Platinum Global Limited September 2002 - May 2005
HVB Bank May 2001 - May 2002
Bear Stearns 1996 - 1998
Merrill Lynch 1986 - 1996
Skills
Emerging Markets, Structured Products, FX Derivatives, Trading, Derivatives, Credit Derivatives, Asset Managment, Fixed Income, Financial Structuring, Options, Bonds, FX Options, Investments, Securities, Series 7, Portfolio Management, Financial Markets, Commodity, Equity Trading, Currency, Asset Management
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
Yale University 1977 — 1981
BA, Engineering and Applied Science
Adam Levyn's Bear Stearns Experience 2005 - 2007
Job Vice President at Leonard Green & Partners
Industry Venture Capital & Private Equity
Experience
Leonard Green & Partners September 2011 - Present
Leonard Green & Partners June 2010 - August 2010
Kohlberg Kravis Roberts & Co. July 2007 - August 2009
Bear Stearns 2005 - 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Venture Capital, Due Diligence, LBO, Equities, Investments, Hedge Funds, Corporate Development, Mergers, Alternative Investments, Financial Analysis, Emerging Markets, Special Situations, Capital Markets, Buy-side, Buyouts, Leveraged Finance, Entrepreneurship, M&A experience, Business Valuation, Restructuring, Strategy, Finance, Financial Structuring
Education
Harvard Business School 2009 — 2011
MBA
Princeton University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Beverly Hills High School 1997 — 2001
High School
Leonard Green & Partners September 2011 - Present
Leonard Green & Partners June 2010 - August 2010
Kohlberg Kravis Roberts & Co. July 2007 - August 2009
Bear Stearns 2005 - 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Venture Capital, Due Diligence, LBO, Equities, Investments, Hedge Funds, Corporate Development, Mergers, Alternative Investments, Financial Analysis, Emerging Markets, Special Situations, Capital Markets, Buy-side, Buyouts, Leveraged Finance, Entrepreneurship, M&A experience, Business Valuation, Restructuring, Strategy, Finance, Financial Structuring
Education
Harvard Business School 2009 — 2011
MBA
Princeton University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Beverly Hills High School 1997 — 2001
High School
Qingjun Wei's Bear Stearns Experience March 2001 - August 2007
Job President, Teraspaces Inc.
Industry Financial Services
Experience
Teraspaces Inc. August 2007 - Present
Bear Stearns March 2001 - August 2007
Skills
Trading Systems, Electronic Trading, Market Data, Trading System, Exchange Connectivity, Financial Markets, FIX, Series 7, Trading, Capital Markets, Equity Trading, High Frequency Trading, Automated Trading, FX Options, Options
Education
New Jersey Institute of Technology 1998 — 2001
PhD Candidate, Computer Science
Harbin Institute of Technology 1995 — 1997
Master, Computer Science
Harbin Institute of Technology 1991 — 1995
Bachelor, Electronic Engineering
Teraspaces Inc. August 2007 - Present
Bear Stearns March 2001 - August 2007
Skills
Trading Systems, Electronic Trading, Market Data, Trading System, Exchange Connectivity, Financial Markets, FIX, Series 7, Trading, Capital Markets, Equity Trading, High Frequency Trading, Automated Trading, FX Options, Options
Education
New Jersey Institute of Technology 1998 — 2001
PhD Candidate, Computer Science
Harbin Institute of Technology 1995 — 1997
Master, Computer Science
Harbin Institute of Technology 1991 — 1995
Bachelor, Electronic Engineering
Erika Stovall's Bear Stearns Experience 2001 - 2002
Job Director, Technology Finance at Cox Communications
Industry Telecommunications
Experience
Cox Communications March 2014 - Present
Cox Communications June 2012 - March 2014
Herndon Capital Management 2009 - 2011
HD Supply 2007 - 2008
Home Depot 2006 - 2007
GE 2003 - 2006
Bear Stearns 2001 - 2002
Skills
Valuation, Financial Modeling, Due Diligence, Mergers, Financial Analysis, Business Valuation, Strategic Planning, Industry Analysis, Forecasting, Budgeting, Divestitures, Competitive Analysis, Contract Negotiation, Business Analysis, Risk Assessment, Corporate Finance, Asset Management, Private Equity, Equities, Deal Structuring, Investments, Business Strategy, Structured Finance, Corporate Development, Investment Banking, M&A due diligence, Strategic Analysis, Risk, M&A experience
Education
The University of Chicago Booth School of Business
MBA, Concentrations in Finance and Accounting
Georgia Institute of Technology
Bachelor, Electrical Engineering
Cox Communications March 2014 - Present
Cox Communications June 2012 - March 2014
Herndon Capital Management 2009 - 2011
HD Supply 2007 - 2008
Home Depot 2006 - 2007
GE 2003 - 2006
Bear Stearns 2001 - 2002
Skills
Valuation, Financial Modeling, Due Diligence, Mergers, Financial Analysis, Business Valuation, Strategic Planning, Industry Analysis, Forecasting, Budgeting, Divestitures, Competitive Analysis, Contract Negotiation, Business Analysis, Risk Assessment, Corporate Finance, Asset Management, Private Equity, Equities, Deal Structuring, Investments, Business Strategy, Structured Finance, Corporate Development, Investment Banking, M&A due diligence, Strategic Analysis, Risk, M&A experience
Education
The University of Chicago Booth School of Business
MBA, Concentrations in Finance and Accounting
Georgia Institute of Technology
Bachelor, Electrical Engineering
Sheetal Mehta Prasad's Bear Stearns Experience 2000 - 2004
Job Managing Director at Jennison Associates
Industry Financial Services
Experience
Jennison Associates October 2007 - Present
Palisade Capital Management July 2007 - October 2007
Deutsche Asset Management 2004 - 2007
Bear Stearns 2000 - 2004
Datamonitor 1997 - 2000
Datamonitor 1997 - 2000
Education
Georgetown University 1992 — 1996
Bachelor of Science (BS), Biology, General
Franklin High School 1988 — 1992
Jennison Associates October 2007 - Present
Palisade Capital Management July 2007 - October 2007
Deutsche Asset Management 2004 - 2007
Bear Stearns 2000 - 2004
Datamonitor 1997 - 2000
Datamonitor 1997 - 2000
Education
Georgetown University 1992 — 1996
Bachelor of Science (BS), Biology, General
Franklin High School 1988 — 1992
Israel Tarshish's Bear Stearns Experience 2005 - 2005
Job Senior Manager, Mergers and Acquisitions Tax at KPMG
Industry Accounting
Aaron Barnes's Bear Stearns Experience April 1990 - July 1991
Job Mariner Investment Group LLC
Industry Investment Management
Experience
Mariner Investment Group LLC March 2012 - Present
Tangent Energy Solutions June 2009 - December 2011
Gamesa February 2009 - August 2009
TowPath Renewable Ventures November 2007 - November 2008
RNK Capital January 2007 - September 2007
PPM Energy July 2004 - December 2006
CMS Energy October 1999 - March 2002
Freshfields Bruckhaus Deringer September 1997 - October 1999
ABN AMRO April 1996 - May 1997
Bear Stearns April 1990 - July 1991
Skills
Financial Structuring, Thermal, Renewable Energy, Energy, Wind, Project Finance, Due Diligence, Mergers, Private Equity, Financial Modeling, Asset Managment, Start-ups, Business Strategy
Education
Georgetown University Law Center 1991 — 1994
Doctor of Law (JD)
Howard University 1986 — 1988
BBA, Finance
Mariner Investment Group LLC March 2012 - Present
Tangent Energy Solutions June 2009 - December 2011
Gamesa February 2009 - August 2009
TowPath Renewable Ventures November 2007 - November 2008
RNK Capital January 2007 - September 2007
PPM Energy July 2004 - December 2006
CMS Energy October 1999 - March 2002
Freshfields Bruckhaus Deringer September 1997 - October 1999
ABN AMRO April 1996 - May 1997
Bear Stearns April 1990 - July 1991
Skills
Financial Structuring, Thermal, Renewable Energy, Energy, Wind, Project Finance, Due Diligence, Mergers, Private Equity, Financial Modeling, Asset Managment, Start-ups, Business Strategy
Education
Georgetown University Law Center 1991 — 1994
Doctor of Law (JD)
Howard University 1986 — 1988
BBA, Finance
Eric Newman's Bear Stearns Experience July 2005 - December 2006
Job Analyst at River Birch Capital
Industry Financial Services
Experience
River Birch Capital January 2012 - Present
Miller Buckfire January 2007 - December 2011
Bear Stearns July 2005 - December 2006
Education
Georgetown University 2001 — 2005
BSFS, International Economics
Phillips Academy Andover 1997 — 2001
River Birch Capital January 2012 - Present
Miller Buckfire January 2007 - December 2011
Bear Stearns July 2005 - December 2006
Education
Georgetown University 2001 — 2005
BSFS, International Economics
Phillips Academy Andover 1997 — 2001
Francisco Paret's Bear Stearns Experience 1992 - 1995
Job Executive Search and Leadership Consulting
Industry Management Consulting
Experience
Egon Zehnder 2005 - Present
Duff & Phelps 2004 - 2005
Aldamar Partners 2003 - 2004
Credit Suisse First Boston 1997 - 2003
ING Barings 1996 - 1997
Bear Stearns 1992 - 1995
Skills
Investment Banking, Corporate Finance, Financial Services, Capital Markets, Private Equity, Start-ups, Asset Management, Mergers & Acquisitions, Executive Search, Executive Management, Alternative Investments, Hedge Funds, Leadership, Corporate Development, Banking, Venture Capital, Due Diligence, Capital Raising, Restructuring, Valuation, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Georgetown University 1982 — 1986
BSBA, International Management and Finance
Colegio San Ignacio
Egon Zehnder 2005 - Present
Duff & Phelps 2004 - 2005
Aldamar Partners 2003 - 2004
Credit Suisse First Boston 1997 - 2003
ING Barings 1996 - 1997
Bear Stearns 1992 - 1995
Skills
Investment Banking, Corporate Finance, Financial Services, Capital Markets, Private Equity, Start-ups, Asset Management, Mergers & Acquisitions, Executive Search, Executive Management, Alternative Investments, Hedge Funds, Leadership, Corporate Development, Banking, Venture Capital, Due Diligence, Capital Raising, Restructuring, Valuation, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Georgetown University 1982 — 1986
BSBA, International Management and Finance
Colegio San Ignacio
Jeff Settembrino's Bear Stearns Experience 1996 - 1998
Job Partner at Pine Tree Equity Partners, LLC
Industry Investment Management
Experience
Pine Tree Equity Partners 2006 - Present
Trivest Partners 2001 - 2006
Fir Tree Partners 1998 - 2000
Bear Stearns 1996 - 1998
Education
Georgetown University 1992 — 1996
Bachelor of Science (BS) in Finance and International Business
Pine Tree Equity Partners 2006 - Present
Trivest Partners 2001 - 2006
Fir Tree Partners 1998 - 2000
Bear Stearns 1996 - 1998
Education
Georgetown University 1992 — 1996
Bachelor of Science (BS) in Finance and International Business
Jean Suh's Bear Stearns Experience 2005 - 2008
Job University of Chicago Law School Student
Industry Law Practice
Experience
JPMorgan 2008 - 2009
Bear Stearns 2005 - 2008
Education
University of Chicago Law School 2009 — 2012
JD
Georgetown University
JPMorgan 2008 - 2009
Bear Stearns 2005 - 2008
Education
University of Chicago Law School 2009 — 2012
JD
Georgetown University
Prentice, Josh's Bear Stearns Experience August 2002 - January 2005
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
JP Morgan Asset Management September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan April 2007 - June 2012
BrightStream Asset Management January 2005 - December 2006
Bear Stearns August 2002 - January 2005
Christies 1994 - 1998
Skills
Alternative Investments, Investments, Asset Management, Equities, Hedge Funds, Capital Markets, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA
Georgetown University 1990 — 1994
BA
The Taft School 1986 — 1990
HS
JP Morgan Asset Management September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan April 2007 - June 2012
BrightStream Asset Management January 2005 - December 2006
Bear Stearns August 2002 - January 2005
Christies 1994 - 1998
Skills
Alternative Investments, Investments, Asset Management, Equities, Hedge Funds, Capital Markets, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA
Georgetown University 1990 — 1994
BA
The Taft School 1986 — 1990
HS
Danny Mooney's Bear Stearns Experience 2001 - 2004
Job Equity Research at Brown Advisory
Industry Investment Management
Experience
Brown Advisory July 2011 - Present
CBRE Investors April 2010 - July 2011
Barclays Capital 2008 - April 2010
Green Street Advisors 2004 - 2006
Bear Stearns 2001 - 2004
Education
University of Virginia Darden School of Business 2006 — 2008
Georgetown University 1997 — 2001
BS, Finance
Brown Advisory July 2011 - Present
CBRE Investors April 2010 - July 2011
Barclays Capital 2008 - April 2010
Green Street Advisors 2004 - 2006
Bear Stearns 2001 - 2004
Education
University of Virginia Darden School of Business 2006 — 2008
Georgetown University 1997 — 2001
BS, Finance
Roberts Brokaw III's Bear Stearns Experience May 2000 - April 2002
Job Managing Director, Roberts Brokaw LLC
Industry Investment Banking
Experience
Roberts Brokaw LLC September 2002 - Present
Analysis Group 2010 - Present
The Michel-Shaked Group 2002 - Present
Delaware Art Museum June 2011 - Present
OperaDelaware June 2011 - Present
Music with a Mission 2012 - Present
Bear Stearns May 2000 - April 2002
NYU Stern School of Business February 1997 - June 2000
PaineWebber April 1997 - April 2000
Merrill Lynch September 1974 - March 1997
Skills
Investment Banking, Corporate Finance, Mergers, Valuation, Bankruptcy, Capital Markets, Private Equity, Private Placements, Investment Banking..., Convertible Securities, Due Diligence Standards, Complex Equity..., Spin-offs, Financial Structuring, Investments, Fixed Income, Mergers & Acquisitions, Finance, Equities, Strategy, Divestitures, Business Valuation, Financial Advisory, Emerging Markets, Due Diligence, Restructuring, Securities, Structured Finance, IPO, Alternative Investments, Hedge Funds
Education
Harvard Business School 1972 — 1974
MBA, Finance
Yale University 1968 — 1972
BA & MA (Joint), Economics
Tower Hill 1956 — 1968
Roberts Brokaw LLC September 2002 - Present
Analysis Group 2010 - Present
The Michel-Shaked Group 2002 - Present
Delaware Art Museum June 2011 - Present
OperaDelaware June 2011 - Present
Music with a Mission 2012 - Present
Bear Stearns May 2000 - April 2002
NYU Stern School of Business February 1997 - June 2000
PaineWebber April 1997 - April 2000
Merrill Lynch September 1974 - March 1997
Skills
Investment Banking, Corporate Finance, Mergers, Valuation, Bankruptcy, Capital Markets, Private Equity, Private Placements, Investment Banking..., Convertible Securities, Due Diligence Standards, Complex Equity..., Spin-offs, Financial Structuring, Investments, Fixed Income, Mergers & Acquisitions, Finance, Equities, Strategy, Divestitures, Business Valuation, Financial Advisory, Emerging Markets, Due Diligence, Restructuring, Securities, Structured Finance, IPO, Alternative Investments, Hedge Funds
Education
Harvard Business School 1972 — 1974
MBA, Finance
Yale University 1968 — 1972
BA & MA (Joint), Economics
Tower Hill 1956 — 1968
Monica DiCenso's Bear Stearns Experience 2005 - May 2008
Job Head of U.S. Equity Strategy, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan July 2012 - February 2014
JP Morgan June 2008 - July 2012
Bear Stearns 2005 - May 2008
Merrill Lynch 2005 - 2005
PricewaterhouseCoopers September 2001 - September 2004
Skills
Financial Analysis, Equity Research, Equity Valuation, Stock Picking, Private Banking
Education
Georgetown University 1997 — 2001
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan July 2012 - February 2014
JP Morgan June 2008 - July 2012
Bear Stearns 2005 - May 2008
Merrill Lynch 2005 - 2005
PricewaterhouseCoopers September 2001 - September 2004
Skills
Financial Analysis, Equity Research, Equity Valuation, Stock Picking, Private Banking
Education
Georgetown University 1997 — 2001
Ernest Kim's Bear Stearns Experience May 2007 - July 2007
Job Vice President at LS Power Equity Advisors, LLC
Industry Venture Capital & Private Equity
Experience
LS Power Equity Advisors, LLC December 2011 - Present
LS Power Equity Advisors, LLC June 2010 - December 2011
Macquarie Capital August 2008 - May 2010
Bear Stearns May 2007 - July 2007
Con Edison April 2004 - August 2006
Alstom Power July 2000 - March 2004
Skills
Energy, Valuation, Project Finance, Investment Banking, Renewable Energy, Mergers, Due Diligence, Financial Modeling, Corporate Finance, Private Equity, Corporate Development, Financial Structuring, Venture Capital, Trading
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA
United States Merchant Marine Academy 1996 — 2000
BS, Marine Engineering & Shipyard Management
LS Power Equity Advisors, LLC December 2011 - Present
LS Power Equity Advisors, LLC June 2010 - December 2011
Macquarie Capital August 2008 - May 2010
Bear Stearns May 2007 - July 2007
Con Edison April 2004 - August 2006
Alstom Power July 2000 - March 2004
Skills
Energy, Valuation, Project Finance, Investment Banking, Renewable Energy, Mergers, Due Diligence, Financial Modeling, Corporate Finance, Private Equity, Corporate Development, Financial Structuring, Venture Capital, Trading
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA
United States Merchant Marine Academy 1996 — 2000
BS, Marine Engineering & Shipyard Management
Christy Lorenc's Bear Stearns Experience June 2006 - June 2008
Job Associate at JP Morgan Chase
Industry Information Technology and Services
Experience
J.P. Morgan January 2012 - Present
Open Systems Technologies June 2009 - January 2012
NYFIX June 2008 - October 2009
Bear Stearns June 2006 - June 2008
Hackensack University Medical Center July 2002 - June 2006
Education
Gibbs College 2001 — 2002
AS
J.P. Morgan January 2012 - Present
Open Systems Technologies June 2009 - January 2012
NYFIX June 2008 - October 2009
Bear Stearns June 2006 - June 2008
Hackensack University Medical Center July 2002 - June 2006
Education
Gibbs College 2001 — 2002
AS
Justin Kontul's Bear Stearns Experience July 2001 - August 2004
Job Attorney at Reed Smith LLP
Industry Legal Services
Experience
Reed Smith LLP September 2007 - Present
Bear Stearns July 2001 - August 2004
Skills
Commercial Litigation, Corporate Law, Litigation
Education
University of Pittsburgh School of Law 2004 — 2007
J.D., Law
Georgetown University 1997 — 2001
B.S.B.A., Finance
Pittsburgh Central Catholic High School 1993 — 1997
Reed Smith LLP September 2007 - Present
Bear Stearns July 2001 - August 2004
Skills
Commercial Litigation, Corporate Law, Litigation
Education
University of Pittsburgh School of Law 2004 — 2007
J.D., Law
Georgetown University 1997 — 2001
B.S.B.A., Finance
Pittsburgh Central Catholic High School 1993 — 1997
Richard Pacheco's Bear Stearns Experience May 2006 - December 2007
Job Senior Vice President, Enterprise Development at Univision
Industry Broadcast Media
Experience
Univision September 2011 - Present
Univision February 2010 - September 2011
Univision Communications April 2008 - February 2010
Bear Stearns May 2006 - December 2007
Cravath, Swaine & Moore LLP September 2002 - May 2006
Education
Harvard Law School 1999 — 2002
J.D.
Harvard University 1995 — 1999
A.B., Economics
Univision September 2011 - Present
Univision February 2010 - September 2011
Univision Communications April 2008 - February 2010
Bear Stearns May 2006 - December 2007
Cravath, Swaine & Moore LLP September 2002 - May 2006
Education
Harvard Law School 1999 — 2002
J.D.
Harvard University 1995 — 1999
A.B., Economics
Andy Neff's Bear Stearns Experience 1988 - 2008
Job Vice President at Gartner invest
Industry Financial Services
Experience
Gartner invest July 2010 - Present
Bear Stearns 1988 - 2008
Montgomery Securities 1985 - 1987
Education
Harvard Business School 1980 — 1982
MBA, Finance
University of Rochester 1974 — 1978
BA, History
Gartner invest July 2010 - Present
Bear Stearns 1988 - 2008
Montgomery Securities 1985 - 1987
Education
Harvard Business School 1980 — 1982
MBA, Finance
University of Rochester 1974 — 1978
BA, History
Perrin Arturi's Bear Stearns Experience February 1988 - December 2007
Job
Industry Financial Services
Experience
Graham Capital June 2013 - Present
Gleacher and Co May 2012 - May 2013
RBS Greenwich Capital May 2011 - May 2012
UBS December 2008 - May 2011
Bear Stearns February 1988 - December 2007
Skills
ABS, Hedge Funds, Capital Markets, Equities, Structured Products, Derivatives, Investment Banking, Alternative Investments, CDO, Asset Managment, Bloomberg, CMBS, Structured Finance, Credit Derivatives, Securities, Mezzanine, Mortgage Lending, Back Office, Hedging, Securitization, Asset Management, Portfolio Management
Education
Hamilton College 1978 — 1982
Bachelor's degree, Economics
Hamilton College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brunswick school
Graham Capital June 2013 - Present
Gleacher and Co May 2012 - May 2013
RBS Greenwich Capital May 2011 - May 2012
UBS December 2008 - May 2011
Bear Stearns February 1988 - December 2007
Skills
ABS, Hedge Funds, Capital Markets, Equities, Structured Products, Derivatives, Investment Banking, Alternative Investments, CDO, Asset Managment, Bloomberg, CMBS, Structured Finance, Credit Derivatives, Securities, Mezzanine, Mortgage Lending, Back Office, Hedging, Securitization, Asset Management, Portfolio Management
Education
Hamilton College 1978 — 1982
Bachelor's degree, Economics
Hamilton College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brunswick school
Dan Chung's Bear Stearns Experience 2007 - 2008
Job Healthcare Equity Research at ISI Group
Industry Investment Banking
Experience
ISI Group 2014 - Present
Guggenheim Securities 2013 - 2014
Jefferies & Company 2011 - 2013
Chilton Investment Company 2008 - 2011
Bear Stearns 2007 - 2008
Education
Harvard University 2003 — 2007
BA, Economics
ISI Group 2014 - Present
Guggenheim Securities 2013 - 2014
Jefferies & Company 2011 - 2013
Chilton Investment Company 2008 - 2011
Bear Stearns 2007 - 2008
Education
Harvard University 2003 — 2007
BA, Economics
Christopher Edwab's Bear Stearns Experience May 2005 - July 2005
Job Associate at Willkie Farr & Gallagher LLP
Industry Law Practice
Experience
Willkie Farr & Gallagher LLP October 2013 - Present
Willkie Farr & Gallagher LLP May 2012 - August 2012
U.S. Senate Committee on Finance June 2011 - August 2011
Office of Chancellor Michelle Rhee, D.C. Public Schools September 2009 - April 2010
Office of Minority Leader Nancy Pelosi May 2006 - July 2006
Bear Stearns May 2005 - July 2005
Skills
Public Policy, Legal Research
Education
Georgetown University Law Center 2010 — 2013
Doctor of Law (J.D.)
Georgetown Public Policy Institute 2009 — 2013
Master of Public Policy (M.P.P.)
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), International Relations, American Politics
Willkie Farr & Gallagher LLP October 2013 - Present
Willkie Farr & Gallagher LLP May 2012 - August 2012
U.S. Senate Committee on Finance June 2011 - August 2011
Office of Chancellor Michelle Rhee, D.C. Public Schools September 2009 - April 2010
Office of Minority Leader Nancy Pelosi May 2006 - July 2006
Bear Stearns May 2005 - July 2005
Skills
Public Policy, Legal Research
Education
Georgetown University Law Center 2010 — 2013
Doctor of Law (J.D.)
Georgetown Public Policy Institute 2009 — 2013
Master of Public Policy (M.P.P.)
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), International Relations, American Politics
Manish Bahel's Bear Stearns Experience September 2007 - March 2008
Job Information Technology Analyst at Virginia State Corporation Commission
Industry Government Administration
Experience
Virginia State Corporation Commission October 2012 - Present
Capital One July 2011 - October 2012
Chase Home Finance March 2009 - July 2011
JPMorgan Chase March 2008 - March 2009
Bear Stearns September 2007 - March 2008
Citi May 1997 - September 2007
Citi Group 1997 - September 2007
Citigroup May 1997 - September 2006
Copelco Capital 1997 - 2000
Skills
Process Improvement, Business Analysis, Credit Risk, SharePoint, Vendor Management, Portfolio Management, Business Process, Management, Business Process..., Change Management, Risk Management, IT Strategy, PMO, SDLC, Requirements Analysis, Software Project...
Education
Guru Nanak Dev University 1980 — 1982
BSc
Modi College, Patiala 1978 — 1980
Botany, Zoology, physics, Chemistry
Virginia State Corporation Commission October 2012 - Present
Capital One July 2011 - October 2012
Chase Home Finance March 2009 - July 2011
JPMorgan Chase March 2008 - March 2009
Bear Stearns September 2007 - March 2008
Citi May 1997 - September 2007
Citi Group 1997 - September 2007
Citigroup May 1997 - September 2006
Copelco Capital 1997 - 2000
Skills
Process Improvement, Business Analysis, Credit Risk, SharePoint, Vendor Management, Portfolio Management, Business Process, Management, Business Process..., Change Management, Risk Management, IT Strategy, PMO, SDLC, Requirements Analysis, Software Project...
Education
Guru Nanak Dev University 1980 — 1982
BSc
Modi College, Patiala 1978 — 1980
Botany, Zoology, physics, Chemistry
Kristen Youngren's Bear Stearns Experience 2006 - 2008
Job Law Practice Professional
Industry Law Practice
Experience
Macquarie Group of Companies 2008 - Present
Bear Stearns 2006 - 2008
Education
Georgetown University Law Center 1999 — 2002
Macquarie Group of Companies 2008 - Present
Bear Stearns 2006 - 2008
Education
Georgetown University Law Center 1999 — 2002
Brian Carlton Byrd's Bear Stearns Experience August 1992 - September 1995
Job President & CEO CEIG, Inc.New Breed W
Industry Wireless
Experience
New Breed w August 2002 - Present
Lee World April 2009 - Present
Citizen's Entertainment Fund June 2012 - Present
Lee World Chinese Media Fund March 2009 - January 2011
CEIG, Inc. January 1996 - September 2002
Bear Stearns August 1992 - September 1995
McKinsey & Company June 1991 - August 1991
Citigroup July 1986 - August 1990
Skills
Strategy, Finance, Partnerships, Corporate Development, Start-ups, Strategic Partnerships, Entrepreneurship, Financial Modeling, Business Development, Business Strategy, Due Diligence, Executive Management
Education
Harvard Business School
MBA
Morehouse College
B.A., Finance
New Breed w August 2002 - Present
Lee World April 2009 - Present
Citizen's Entertainment Fund June 2012 - Present
Lee World Chinese Media Fund March 2009 - January 2011
CEIG, Inc. January 1996 - September 2002
Bear Stearns August 1992 - September 1995
McKinsey & Company June 1991 - August 1991
Citigroup July 1986 - August 1990
Skills
Strategy, Finance, Partnerships, Corporate Development, Start-ups, Strategic Partnerships, Entrepreneurship, Financial Modeling, Business Development, Business Strategy, Due Diligence, Executive Management
Education
Harvard Business School
MBA
Morehouse College
B.A., Finance
Seth Bloom's Bear Stearns Experience 2004 - June 2008
Job Counsel at Purrington Moody Weil LLP
Industry Law Practice
Experience
Purrington Moody Weil LLP April 2010 - January 2015
Bank of America June 2008 - April 2010
Bear Stearns 2004 - June 2008
Sills Cummis Epstein & Gross September 2000 - July 2004
Skills
Repos, Hedge Funds, Derivatives, Trading, Prime Brokerage, ISDA, Securities, Corporate Governance, Due Diligence, Capital Markets, Equity Derivatives, Swaps, Corporate Law, Structured Products, Credit Derivatives, Equities, Financial Structuring, Venture Capital, Fixed Income
Education
Georgetown University Law Center 1997 — 2000
Doctor of Law (JD)
University of Virginia 1993 — 1997
B.A., Environmental Science
Purrington Moody Weil LLP April 2010 - January 2015
Bank of America June 2008 - April 2010
Bear Stearns 2004 - June 2008
Sills Cummis Epstein & Gross September 2000 - July 2004
Skills
Repos, Hedge Funds, Derivatives, Trading, Prime Brokerage, ISDA, Securities, Corporate Governance, Due Diligence, Capital Markets, Equity Derivatives, Swaps, Corporate Law, Structured Products, Credit Derivatives, Equities, Financial Structuring, Venture Capital, Fixed Income
Education
Georgetown University Law Center 1997 — 2000
Doctor of Law (JD)
University of Virginia 1993 — 1997
B.A., Environmental Science
Beller, Lawrence's Bear Stearns Experience January 1996 - June 2008
Job Managing Director at PNC
Industry Financial Services
Experience
PNC Bank December 2011 - Present
Fifth Street Finance Corp. October 2009 - November 2011
TPG Credit Management June 2009 - October 2009
JP Morgan June 2008 - February 2009
Bear Stearns January 1996 - June 2008
Smith Barney September 1994 - January 1995
Education
Harvard University 1991 — 1996
Bachelor of Science, Social Studies
PNC Bank December 2011 - Present
Fifth Street Finance Corp. October 2009 - November 2011
TPG Credit Management June 2009 - October 2009
JP Morgan June 2008 - February 2009
Bear Stearns January 1996 - June 2008
Smith Barney September 1994 - January 1995
Education
Harvard University 1991 — 1996
Bachelor of Science, Social Studies
Frank Bean's Bear Stearns Experience April 1990 - October 2008
Job Compliance Testing & Monitoring at Societe Generale
Industry Financial Services
Experience
Societe Generale August 2009 - Present
Bear Stearns April 1990 - October 2008
Prudential-Bache Securities March 1987 - April 1990
International Paper January 1986 - March 1987
Education
Pace University 1983 — 1985
BBA, Accounting & Information Systems
Gettysburg College 1980 — 1981
Societe Generale August 2009 - Present
Bear Stearns April 1990 - October 2008
Prudential-Bache Securities March 1987 - April 1990
International Paper January 1986 - March 1987
Education
Pace University 1983 — 1985
BBA, Accounting & Information Systems
Gettysburg College 1980 — 1981
Kristen Youngren's Bear Stearns Experience 2006 - 2008
Job Compliance officer at Macquarie Securities
Industry Legal Services
Experience
Macquarie Capital (USA) Inc. 2010 - Present
Macquarie Securities September 2008 - Present
Macquarie Bank 2008 - Present
bear stearns 2006 - 2008
Education
Georgetown University Law Center 1999 — 2002
Macquarie Capital (USA) Inc. 2010 - Present
Macquarie Securities September 2008 - Present
Macquarie Bank 2008 - Present
bear stearns 2006 - 2008
Education
Georgetown University Law Center 1999 — 2002
Lisa B Williams's Bear Stearns Experience May 2000 - August 2008
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management May 2011 - Present
Instinet Group, LLC August 2008 - April 2011
Bear Stearns May 2000 - August 2008
Pershing April 1999 - April 2000
Education
Grand Canyon University 2007 — 2009
Masters of Business Administration, General Business Management
Saint John's University - Peter J. Tobin College of Business 1994 — 1997
Bachelor of Science, Finance
Barclays Wealth and Investment Management May 2011 - Present
Instinet Group, LLC August 2008 - April 2011
Bear Stearns May 2000 - August 2008
Pershing April 1999 - April 2000
Education
Grand Canyon University 2007 — 2009
Masters of Business Administration, General Business Management
Saint John's University - Peter J. Tobin College of Business 1994 — 1997
Bachelor of Science, Finance
Katy Johnson Bataller's Bear Stearns Experience October 2003 - May 2004
Job Administrative Coordinator at Paul Hastings
Industry Human Resources
Experience
Paul Hastings LLP November 2008 - June 2013
Thelen LLP February 2007 - November 2008
Aunt Ann's In-House Staffing May 2004 - January 2007
Bear Stearns October 2003 - May 2004
Kirkland & Ellis LLP June 2003 - August 2003
Education
Golden Gate University 2011 — 2013
Masters of Science, Human Resources Management
University of San Francisco
Bachelor of Arts, History
Paul Hastings LLP November 2008 - June 2013
Thelen LLP February 2007 - November 2008
Aunt Ann's In-House Staffing May 2004 - January 2007
Bear Stearns October 2003 - May 2004
Kirkland & Ellis LLP June 2003 - August 2003
Education
Golden Gate University 2011 — 2013
Masters of Science, Human Resources Management
University of San Francisco
Bachelor of Arts, History
Sean Wagner's Bear Stearns Experience 1994 - 2008
Job Managing Director at BNY ConvergEx
Industry Financial Services
Experience
BNY ConvergEx June 2008 - Present
Bear Stearns 1994 - 2008
Skills
Trading, Trading Systems, Hedge Funds, Equities, Derivatives, Capital Markets, Series 7, Electronic Trading, Options, Bloomberg, Securities, Risk Management, Fixed Income, Financial Analysis, Equity Trading
Education
Hartwick College 1985 — 1989
BS, Finance
BNY ConvergEx June 2008 - Present
Bear Stearns 1994 - 2008
Skills
Trading, Trading Systems, Hedge Funds, Equities, Derivatives, Capital Markets, Series 7, Electronic Trading, Options, Bloomberg, Securities, Risk Management, Fixed Income, Financial Analysis, Equity Trading
Education
Hartwick College 1985 — 1989
BS, Finance
John Fargis's Bear Stearns Experience March 1994 - June 2008
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
NYU Stern School of Business 2014 - Present
Jefferies & Company June 2008 - February 2015
Bear Stearns March 1994 - June 2008
BlackRock July 1992 - March 1994
Chase Manhattan Bank August 1987 - July 1990
Skills
Corporate Development, Investment Banking, Business Development, Mergers & Acquisitions, Valuation, Strategic Advisory, Capital Markets, High Yield, Private Placements, Corporate Finance, Private Equity, Hedge Funds, Sell Side, Debt Restructuring, Strategy, Restructuring, Debt Structuring
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance
Hamilton College 1983 — 1987
BA, International Relations
Guggenheim Partners June 2015 - Present
NYU Stern School of Business 2014 - Present
Jefferies & Company June 2008 - February 2015
Bear Stearns March 1994 - June 2008
BlackRock July 1992 - March 1994
Chase Manhattan Bank August 1987 - July 1990
Skills
Corporate Development, Investment Banking, Business Development, Mergers & Acquisitions, Valuation, Strategic Advisory, Capital Markets, High Yield, Private Placements, Corporate Finance, Private Equity, Hedge Funds, Sell Side, Debt Restructuring, Strategy, Restructuring, Debt Structuring
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance
Hamilton College 1983 — 1987
BA, International Relations
Milton Miyashiro's Bear Stearns Experience 1999 - 2008
Job Head of Regulatory Compliance for Evaluations at Thomson Reuters
Industry Investment Banking
Experience
Thomson Reuters June 2012 - Present
Merrill Lynch Pierce Fenner & Smith March 2010 - May 2012
Thomson Reuters August 2009 - March 2010
JPMorgan May 2008 - August 2009
Bear Stearns 1999 - 2008
Price Waterhouse Coopers December 1997 - December 1998
ABN AMRO Bank (LaSalle Bank NA) 1994 - 1997
Bankers Trust December 1992 - October 1994
Security Pacific Bank May 1991 - August 1992
Smith, Linden, & Basso January 1988 - April 1991
Education
Golden Gate University 1990 — 1993
MS, Taxation
University of Notre Dame 1983 — 1987
BBA, Accountancy
Thomson Reuters June 2012 - Present
Merrill Lynch Pierce Fenner & Smith March 2010 - May 2012
Thomson Reuters August 2009 - March 2010
JPMorgan May 2008 - August 2009
Bear Stearns 1999 - 2008
Price Waterhouse Coopers December 1997 - December 1998
ABN AMRO Bank (LaSalle Bank NA) 1994 - 1997
Bankers Trust December 1992 - October 1994
Security Pacific Bank May 1991 - August 1992
Smith, Linden, & Basso January 1988 - April 1991
Education
Golden Gate University 1990 — 1993
MS, Taxation
University of Notre Dame 1983 — 1987
BBA, Accountancy
Matthew Zambetti's Bear Stearns Experience 2007 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
FBR Capital Markets 2008 - Present
Bear Stearns 2007 - 2008
Education
Georgetown University 2003 — 2007
BS, Finance/Economics
FBR Capital Markets 2008 - Present
Bear Stearns 2007 - 2008
Education
Georgetown University 2003 — 2007
BS, Finance/Economics
Peter Shah's Bear Stearns Experience April 2002 - December 2008
Job Global Wireless Administrator at XL Group
Industry Information Technology and Services
Experience
XL Group February 2012 - Present
Wells Fargo Capital Finance September 2011 - January 2012
Innovative Operating Systems February 2009 - August 2011
Bear Stearns April 2002 - December 2008
Bear Stearns November 1998 - April 2002
Bridge Information Systems December 1985 - November 1998
Skills
Servers, Electronic Trading, Technical Support, Security, Market Data, Wireless, Microsoft Exchange
Education
Gujarat University 1976 — 1980
Bechler Of Science, science
XL Group February 2012 - Present
Wells Fargo Capital Finance September 2011 - January 2012
Innovative Operating Systems February 2009 - August 2011
Bear Stearns April 2002 - December 2008
Bear Stearns November 1998 - April 2002
Bridge Information Systems December 1985 - November 1998
Skills
Servers, Electronic Trading, Technical Support, Security, Market Data, Wireless, Microsoft Exchange
Education
Gujarat University 1976 — 1980
Bechler Of Science, science
James MacKendree's Bear Stearns Experience January 2004 - July 2006
Job
Industry Investment Management
Experience
Conatus Capital Management LP September 2013 - March 2014
GLG Partners/Man Investments July 2006 - February 2013
Bear Stearns January 2004 - July 2006
Merrill Lynch August 2000 - January 2004
KPMG US March 1996 - July 1998
NationsBank January 1994 - March 1996
Education
UCLA Anderson School of Management 1998 — 2000
Master of Business Administration (MBA)
Georgia Institute of Technology 1988 — 1993
Bachelor of Science (B.S.), Management
Conatus Capital Management LP September 2013 - March 2014
GLG Partners/Man Investments July 2006 - February 2013
Bear Stearns January 2004 - July 2006
Merrill Lynch August 2000 - January 2004
KPMG US March 1996 - July 1998
NationsBank January 1994 - March 1996
Education
UCLA Anderson School of Management 1998 — 2000
Master of Business Administration (MBA)
Georgia Institute of Technology 1988 — 1993
Bachelor of Science (B.S.), Management
Michael Sing's Bear Stearns Experience 1992 - 2001
Job HY Trading at MetLife Investments
Industry Investment Management
Experience
MetLife Investments HY TradingMetLife Investments2002 - Present
Bear Stearns 1992 - 2001
Education
Harvard Business School
MBA
University of California, Berkeley
BS
MetLife Investments HY TradingMetLife Investments2002 - Present
Bear Stearns 1992 - 2001
Education
Harvard Business School
MBA
University of California, Berkeley
BS
Pete Georgis's Bear Stearns Experience June 2007 - June 2008
Job Attorney
Industry Law Practice
Experience
Rice Reuther Sullivan & Carroll LLP January 2013 - Present
Law Office of Brian E. Soriano September 2012 - December 2012
U.S. District Court for the Northern District of California August 2011 - December 2011
United States Attorney's Office January 2011 - July 2011
JP Morgan June 2008 - June 2009
Bear Stearns June 2007 - June 2008
U.S. Department of Justice April 2006 - April 2007
Skills
Structured Finance, Fixed Income, Financial Analysis, Hedge Funds, MBS, Legal Research, Legal Writing, Mortgage Lending, Litigation, Westlaw, Economics, Due Diligence, Corporate Law, Securities
Education
Golden Gate University, School of Law 2009 — 2012
Doctor of Jurisprudence (J.D.), with honors, Business Law
The George Washington University 2003 — 2007
B.A., Economics/International Economics, magna cum laude
Rice Reuther Sullivan & Carroll LLP January 2013 - Present
Law Office of Brian E. Soriano September 2012 - December 2012
U.S. District Court for the Northern District of California August 2011 - December 2011
United States Attorney's Office January 2011 - July 2011
JP Morgan June 2008 - June 2009
Bear Stearns June 2007 - June 2008
U.S. Department of Justice April 2006 - April 2007
Skills
Structured Finance, Fixed Income, Financial Analysis, Hedge Funds, MBS, Legal Research, Legal Writing, Mortgage Lending, Litigation, Westlaw, Economics, Due Diligence, Corporate Law, Securities
Education
Golden Gate University, School of Law 2009 — 2012
Doctor of Jurisprudence (J.D.), with honors, Business Law
The George Washington University 2003 — 2007
B.A., Economics/International Economics, magna cum laude
Daryl Huggins's Bear Stearns Experience 2003 - 2008
Job Presentation Graphics Specialist
Industry Graphic Design
Experience
Perella Weinberg Partners February 2010 - April 2015
Bear Stearns 2003 - 2008
Simpson Thacher & Bartlett LLP September 2003 - April 2005
marchFIRST June 2000 - November 2000
Mitchell Madison Group July 1997 - June 2000
Education
Hampton University 1988 — 1992
BA, Art
Perella Weinberg Partners February 2010 - April 2015
Bear Stearns 2003 - 2008
Simpson Thacher & Bartlett LLP September 2003 - April 2005
marchFIRST June 2000 - November 2000
Mitchell Madison Group July 1997 - June 2000
Education
Hampton University 1988 — 1992
BA, Art
Bradley Barnhorst's Bear Stearns Experience June 2004 - August 2008
Job Associate Professor of Business at DeSales University
Industry Higher Education
Experience
DeSales University August 2009 - Present
Bear Stearns June 2004 - August 2008
TANSTAAFL Research and Trading May 2003 - August 2003
Art Technology Group July 2000 - July 2001
Skills
CFA, MBA, MBA Finance, University Teaching, College Teaching, Teaching Experience, Teaching Skills, Teaching Adults, Teaching, Financial Analysis, Financial Modeling, Financial Management, Corporate Finance, Financial Planning, Trading, Investments, Derivatives, Equity Derivatives, C, C++, Java, Python, Poker, Bridge, Vocal Performance, Church Music, Excel, Word, PowerPoint, Microsoft Excel, Finance, Valuation
Education
Penn State University 2002 — 2004
MBA, Finance
Harvard University 1996 — 2000
BA, Computer Science
DeSales University August 2009 - Present
Bear Stearns June 2004 - August 2008
TANSTAAFL Research and Trading May 2003 - August 2003
Art Technology Group July 2000 - July 2001
Skills
CFA, MBA, MBA Finance, University Teaching, College Teaching, Teaching Experience, Teaching Skills, Teaching Adults, Teaching, Financial Analysis, Financial Modeling, Financial Management, Corporate Finance, Financial Planning, Trading, Investments, Derivatives, Equity Derivatives, C, C++, Java, Python, Poker, Bridge, Vocal Performance, Church Music, Excel, Word, PowerPoint, Microsoft Excel, Finance, Valuation
Education
Penn State University 2002 — 2004
MBA, Finance
Harvard University 1996 — 2000
BA, Computer Science
Malcolm Little's Bear Stearns Experience July 2005 - July 2007
Job Vice President at Arlington Capital Partners
Industry Venture Capital & Private Equity
Experience
Arlington Capital Partners May 2014 - Present
Avista Capital Partners August 2011 - April 2014
Oak Hill Capital July 2007 - July 2009
Bear Stearns July 2005 - July 2007
Education
Harvard Business School 2009 — 2011
Master in Business Administration
University of Virginia 2001 — 2005
Bachelor of Science, Commerce
Arlington Capital Partners May 2014 - Present
Avista Capital Partners August 2011 - April 2014
Oak Hill Capital July 2007 - July 2009
Bear Stearns July 2005 - July 2007
Education
Harvard Business School 2009 — 2011
Master in Business Administration
University of Virginia 2001 — 2005
Bachelor of Science, Commerce
Susan Lesesne's Bear Stearns Experience 1985 - 1986
Job Account Manager at State Industrial Products
Industry Mechanical or Industrial Engineering
Experience
UZ ENGINEERED PRODUCTS November 1999 - Present
Bear Stearns 1985 - 1986
Robinson Humphrey 1983 - 1985
CNN HEADLINE NEWS 1981 - 1983
Education
Kennesaw State University 1979 — 1980
UNDECIDED
Georgia Southern University 1978 — 1979
general
St.Pius X High School 1974 — 1978
Christ the King 1967 — 1974
UZ ENGINEERED PRODUCTS November 1999 - Present
Bear Stearns 1985 - 1986
Robinson Humphrey 1983 - 1985
CNN HEADLINE NEWS 1981 - 1983
Education
Kennesaw State University 1979 — 1980
UNDECIDED
Georgia Southern University 1978 — 1979
general
St.Pius X High School 1974 — 1978
Christ the King 1967 — 1974
Eric Cofer's Bear Stearns Experience January 1989 - February 1992
Job Investor and Director of CIGAn expert in High Yield and Term Income
Industry Financial Services
Experience
CIG,LLC December 2008 - Present
Oppenheimer & Co. January 1993 - December 2007
Bear Stearns January 1989 - February 1992
Skills
Bonds, Investors, Investments, Funding, Real Estate Investment, Asset Management, Portfolio Management, Investment Strategies, Alternative Investments, Valuation, Private Equity, Equities, IPO, Financial Structuring, Strategic Financial..., Due Diligence, Finance, Venture Capital, Mergers & Acquisitions, Emerging Markets, Commercial Real Estate, Real Estate Transactions, Hedge Funds, Fixed Income, Entrepreneurship, Options, Property Management, Wealth, Investment Properties, Real Estate, Securities, Trading, Investment Banking, Financial Markets, Capital Markets, Investor Relations, Real Estate Financing, Corporate Development, Corporate Finance, Financial Modeling, Brokerage, Investment Advisory, Financial Advisory, Financial Planning
Education
Georgia Southern University 1988 — 1991
Finance
Georgia Southern University 1988 — 1991
North Augusta High School 1986 — 1988
CIG,LLC December 2008 - Present
Oppenheimer & Co. January 1993 - December 2007
Bear Stearns January 1989 - February 1992
Skills
Bonds, Investors, Investments, Funding, Real Estate Investment, Asset Management, Portfolio Management, Investment Strategies, Alternative Investments, Valuation, Private Equity, Equities, IPO, Financial Structuring, Strategic Financial..., Due Diligence, Finance, Venture Capital, Mergers & Acquisitions, Emerging Markets, Commercial Real Estate, Real Estate Transactions, Hedge Funds, Fixed Income, Entrepreneurship, Options, Property Management, Wealth, Investment Properties, Real Estate, Securities, Trading, Investment Banking, Financial Markets, Capital Markets, Investor Relations, Real Estate Financing, Corporate Development, Corporate Finance, Financial Modeling, Brokerage, Investment Advisory, Financial Advisory, Financial Planning
Education
Georgia Southern University 1988 — 1991
Finance
Georgia Southern University 1988 — 1991
North Augusta High School 1986 — 1988
Will Landers's Bear Stearns Experience 1991 - 1994
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock January 2002 - Present
Credit Suisse First Boston 1999 - 2001
Lehman Brothers 1994 - 1999
Bear Stearns 1991 - 1994
Skills
Equities, Financial Analysis, Financial Markets, Securities, Electronic Trading, Strategy, Latin America, ETFs, Asset Allocation, Capital Markets, Equity Valuation, Wealth Management, Trading Systems, Mutual Funds, Hedge Funds, Structured Products, Bonds, FX Options, Economics, Investor Relations, Business Strategy, Corporate Governance, Fixed Income, Risk Management, Derivatives, IPO, Due Diligence
Education
Georgetown University - The McDonough School of Business 1987 — 1991
BSBA, Finance and International Management
Stamford High School 1983 — 1987
BlackRock January 2002 - Present
Credit Suisse First Boston 1999 - 2001
Lehman Brothers 1994 - 1999
Bear Stearns 1991 - 1994
Skills
Equities, Financial Analysis, Financial Markets, Securities, Electronic Trading, Strategy, Latin America, ETFs, Asset Allocation, Capital Markets, Equity Valuation, Wealth Management, Trading Systems, Mutual Funds, Hedge Funds, Structured Products, Bonds, FX Options, Economics, Investor Relations, Business Strategy, Corporate Governance, Fixed Income, Risk Management, Derivatives, IPO, Due Diligence
Education
Georgetown University - The McDonough School of Business 1987 — 1991
BSBA, Finance and International Management
Stamford High School 1983 — 1987
Kurt Butenhoff's Bear Stearns Experience 1995 - 2008
Job Managing Partner
Industry Investment Management
Experience
Ward Capital 2008 - Present
Bear Stearns 1995 - 2008
Salomon Brothers 1990 - 1995
Skills
Alternative Investments, Valuation, Asset Management, Investments, Hedge Funds, Equities, Private Equity, Fixed Income, Capital Markets, Strategy, Securities, Venture Capital, Due Diligence, Private Placements, Investment Banking, Derivatives, Structured Finance
Education
Georgetown University 1980 — 1984
SFS
Millfield school
Ward Capital 2008 - Present
Bear Stearns 1995 - 2008
Salomon Brothers 1990 - 1995
Skills
Alternative Investments, Valuation, Asset Management, Investments, Hedge Funds, Equities, Private Equity, Fixed Income, Capital Markets, Strategy, Securities, Venture Capital, Due Diligence, Private Placements, Investment Banking, Derivatives, Structured Finance
Education
Georgetown University 1980 — 1984
SFS
Millfield school
Jane Potyondy's Bear Stearns Experience 1977 - 1979
Job Experienced office support professional
Industry Staffing and Recruiting
Experience
Back in the Saddle, Equine Therapy Center (BITS, ETC) February 2012 - Present
Back in the Saddle, Equine Therapy Center February 2012 - February 2012
Weichert Realtors June 2004 - August 2008
Navesink Harbor September 1997 - September 2003
Sheraton 1979 - 1984
Bear Stearns 1977 - 1979
Parsons, Brinkerhoff, Quade & Douglas 1976 - 1978
Skills
Sales Management, Selling, First Time Home Buyers, Management, PowerPoint, Operations Management, Luxury, Microsoft Office, Event Planning, Social Media, Buyer Representation, New Home Sales, Strategic Planning, Relocation, Residential Homes, Mortgage Lending, Non-profits, Seniors, Due Diligence, Listings, Editing, Process Improvement, Team Building, Graphic Design, Microsoft Word, New Business Development, Account Management, Public Relations, Single Family Homes, Waterfront, Market Research, Referrals, Property Management, Customer Service, Project Management, Negotiation, Real Estate, Investment Properties, Business Development, Real Estate Transactions, Photography, Construction, Investors, Condos, Public Speaking, Sellers
Education
Hamilton College
highschool
Back in the Saddle, Equine Therapy Center (BITS, ETC) February 2012 - Present
Back in the Saddle, Equine Therapy Center February 2012 - February 2012
Weichert Realtors June 2004 - August 2008
Navesink Harbor September 1997 - September 2003
Sheraton 1979 - 1984
Bear Stearns 1977 - 1979
Parsons, Brinkerhoff, Quade & Douglas 1976 - 1978
Skills
Sales Management, Selling, First Time Home Buyers, Management, PowerPoint, Operations Management, Luxury, Microsoft Office, Event Planning, Social Media, Buyer Representation, New Home Sales, Strategic Planning, Relocation, Residential Homes, Mortgage Lending, Non-profits, Seniors, Due Diligence, Listings, Editing, Process Improvement, Team Building, Graphic Design, Microsoft Word, New Business Development, Account Management, Public Relations, Single Family Homes, Waterfront, Market Research, Referrals, Property Management, Customer Service, Project Management, Negotiation, Real Estate, Investment Properties, Business Development, Real Estate Transactions, Photography, Construction, Investors, Condos, Public Speaking, Sellers
Education
Hamilton College
highschool
Maureen Corbett Gullo, PHR's Bear Stearns Experience 2000 - 2008
Job Associate Director, Human Resources Business Partner
Industry Human Resources
Experience
Sunovion Pharmaceuticals Inc. April 2013 - Present
Bear Stearns 2000 - 2008
Dewey Ballantine LLP 1997 - 2000
Education
Georgetown University 1992 — 1996
BSBA
Academy of the Holy Angels 1988 — 1992
Diploma, High School Diploma
Sunovion Pharmaceuticals Inc. April 2013 - Present
Bear Stearns 2000 - 2008
Dewey Ballantine LLP 1997 - 2000
Education
Georgetown University 1992 — 1996
BSBA
Academy of the Holy Angels 1988 — 1992
Diploma, High School Diploma
Amy Butte's Bear Stearns Experience 1999 - 2002
Job Independent Trustee, Fidelity Investments Strategic Advisers Funds
Industry Financial Services
Experience
Wall Street Week April 2015 - Present
Fidelity Investments Strategic Advisers Funds September 2011 - Present
Accion International September 2008 - September 2014
Women's Forum of New York September 2010 - January 2014
TILE Financial September 2008 - January 2012
MF Global 2006 - 2008
NYSE 2004 - 2006
Credit Suisse First Boston 2002 - 2003
Bear Stearns 1999 - 2002
Merrill Lynch 1996 - 1999
Skills
Wealth Management, Hedge Funds, Equities, Mergers, IPOs, Research, Start-ups, Board Level, Finance, Strategy, Private Equity, Trading, Mergers & Acquisitions, Investments, IPO, Business Strategy, Strategic Partnerships, Financial Services, Electronic Trading, Entrepreneurship, Financial Markets, Alternative Investments, Capital Markets, Asset Management, Emerging Markets
Education
Harvard Business School 1995 — 1997
MBA
Yale University 1986 — 1990
BA, Political Science, Psychology
Wall Street Week April 2015 - Present
Fidelity Investments Strategic Advisers Funds September 2011 - Present
Accion International September 2008 - September 2014
Women's Forum of New York September 2010 - January 2014
TILE Financial September 2008 - January 2012
MF Global 2006 - 2008
NYSE 2004 - 2006
Credit Suisse First Boston 2002 - 2003
Bear Stearns 1999 - 2002
Merrill Lynch 1996 - 1999
Skills
Wealth Management, Hedge Funds, Equities, Mergers, IPOs, Research, Start-ups, Board Level, Finance, Strategy, Private Equity, Trading, Mergers & Acquisitions, Investments, IPO, Business Strategy, Strategic Partnerships, Financial Services, Electronic Trading, Entrepreneurship, Financial Markets, Alternative Investments, Capital Markets, Asset Management, Emerging Markets
Education
Harvard Business School 1995 — 1997
MBA
Yale University 1986 — 1990
BA, Political Science, Psychology
J. Christopher Hoeffel's Bear Stearns Experience December 1993 - June 2008
Job Managing Director at Investcorp
Industry Real Estate
Experience
Investcorp October 2008 - March 2015
JP Morgan June 2008 - October 2008
Bear Stearns December 1993 - June 2008
Eastdil Realty Inc July 1990 - December 1993
Walker & Dunlop June 1983 - August 1988
Skills
Structured Finance, Asset Management, Portfolio Management, Real Estate Development, Real Estate Economics, Commercial Mortgages, Mergers & Acquisitions, Private Equity, Real Estate, Commercial Real Estate, Due Diligence, Valuation, CMBS, Capital Markets, Investments, Asset Managment, Investment Banking, Investment Properties
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Real Estate
Georgetown University 1979 — 1983
BS, Business Administration
Investcorp October 2008 - March 2015
JP Morgan June 2008 - October 2008
Bear Stearns December 1993 - June 2008
Eastdil Realty Inc July 1990 - December 1993
Walker & Dunlop June 1983 - August 1988
Skills
Structured Finance, Asset Management, Portfolio Management, Real Estate Development, Real Estate Economics, Commercial Mortgages, Mergers & Acquisitions, Private Equity, Real Estate, Commercial Real Estate, Due Diligence, Valuation, CMBS, Capital Markets, Investments, Asset Managment, Investment Banking, Investment Properties
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Real Estate
Georgetown University 1979 — 1983
BS, Business Administration
Virginia Foote's Bear Stearns Experience January 1993 - January 1995
Job Director of Impact Funds
Industry Venture Capital & Private Equity
Experience
Conservation Law Foundation 2015 - Present
TEM Capital, LLC 2010 - 2013
EF Education April 2005 - November 2006
Boston University School of Management January 2002 - June 2003
Lycos, Inc. 1998 - 1998
Elek, Moreno Valle y Asociados January 1996 - January 1997
ACCION International January 1995 - January 1996
Bear Stearns January 1993 - January 1995
Xian, China January 1990 - January 1991
Skills
Venture Capital, Entrepreneurship, Corporate Development, Strategic Planning, Financial Modeling, Non-profits, Mergers, Start-ups, Financial Analysis, Valuation, Private Equity, Strategy, Mergers & Acquisitions, Investment Banking, Investments, Business Development, Corporate Finance, Business Strategy, Nonprofits, Energy
Education
Harvard Business School 1997 — 1999
MBA, Business/Finance
London School of Economics and Political Science 1991 — 1992
MSc 1993, Economic History
Yale University 1986 — 1990
BA, History
Conservation Law Foundation 2015 - Present
TEM Capital, LLC 2010 - 2013
EF Education April 2005 - November 2006
Boston University School of Management January 2002 - June 2003
Lycos, Inc. 1998 - 1998
Elek, Moreno Valle y Asociados January 1996 - January 1997
ACCION International January 1995 - January 1996
Bear Stearns January 1993 - January 1995
Xian, China January 1990 - January 1991
Skills
Venture Capital, Entrepreneurship, Corporate Development, Strategic Planning, Financial Modeling, Non-profits, Mergers, Start-ups, Financial Analysis, Valuation, Private Equity, Strategy, Mergers & Acquisitions, Investment Banking, Investments, Business Development, Corporate Finance, Business Strategy, Nonprofits, Energy
Education
Harvard Business School 1997 — 1999
MBA, Business/Finance
London School of Economics and Political Science 1991 — 1992
MSc 1993, Economic History
Yale University 1986 — 1990
BA, History
Mary Beth Rosenthal's Bear Stearns Experience 2000 - 2008
Job Freelance Writer
Industry Civic & Social Organization
Experience
self-employed January 1998 - Present
Jeffrey Slocum & Associates, Inc. October 2012 - November 2014
Bear Stearns 2000 - 2008
Akin Gump Strauss Hauer & Feld LLP 1987 - 1997
Skills
Freelance Writing, State & Federal..., Public Speaking, Copy Editing, Blogging, Proofreading, Editing, Newsletters, Creative Writing, Press Releases, Media Relations, Copywriting, Publications, Nonprofits
Education
Georgetown University Law Center 1983 — 1987
J.D, magna cum laude, law
West Virginia Wesleyan College 1976 — 1979
B.A., magna cum laude, Literature/History
self-employed January 1998 - Present
Jeffrey Slocum & Associates, Inc. October 2012 - November 2014
Bear Stearns 2000 - 2008
Akin Gump Strauss Hauer & Feld LLP 1987 - 1997
Skills
Freelance Writing, State & Federal..., Public Speaking, Copy Editing, Blogging, Proofreading, Editing, Newsletters, Creative Writing, Press Releases, Media Relations, Copywriting, Publications, Nonprofits
Education
Georgetown University Law Center 1983 — 1987
J.D, magna cum laude, law
West Virginia Wesleyan College 1976 — 1979
B.A., magna cum laude, Literature/History
Lauren McDermott's Bear Stearns Experience July 2007 - June 2008
Job Associate Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management November 2012 - Present
StormHarbour Securities September 2009 - October 2012
Morgan Stanley June 2008 - September 2009
Bear Stearns July 2007 - June 2008
Skills
Fixed Income, Bloomberg, Alternative Investments, Hedge Funds, Equities, Investment Banking, Valuation, Private Equity, Asset Management, Portfolio Management
Education
Georgetown University 2003 — 2007
Bachelor of Science (BS), Finance
Convent of the Sacred Heart
Babson Capital Management November 2012 - Present
StormHarbour Securities September 2009 - October 2012
Morgan Stanley June 2008 - September 2009
Bear Stearns July 2007 - June 2008
Skills
Fixed Income, Bloomberg, Alternative Investments, Hedge Funds, Equities, Investment Banking, Valuation, Private Equity, Asset Management, Portfolio Management
Education
Georgetown University 2003 — 2007
Bachelor of Science (BS), Finance
Convent of the Sacred Heart
Jake Ben-Meir's Bear Stearns Experience 1997 - 1998
Job Experience Capital Markets and Derivatives Professional
Industry Financial Services
Experience
UBS Investment Bank January 2002 - Present
Capitalyst 1999 - 2001
UBS Investment Bank 1998 - 1999
Bear Stearns 1997 - 1998
Merrill Lynch and Co 1994 - 1997
Skills
Capital Markets, Financial Structuring, Derivatives, Finance, Hedge Funds, Investment Banking, Investments, Entrepreneurship, Fixed Income, Equities, Private Equity, Alternative Investments, Corporate Development, Emerging Markets, Trading, Valuation, Securities, Series 7, Structured Products, Asset Management, Bloomberg, Electronic Trading, Venture Capital, Mergers & Acquisitions, Financial Modeling, Bonds, Structured Finance
Education
Harvard Business School 1992 — 1994
MBA
University of Michigan 1985 — 1989
AB, Political Science
UBS Investment Bank January 2002 - Present
Capitalyst 1999 - 2001
UBS Investment Bank 1998 - 1999
Bear Stearns 1997 - 1998
Merrill Lynch and Co 1994 - 1997
Skills
Capital Markets, Financial Structuring, Derivatives, Finance, Hedge Funds, Investment Banking, Investments, Entrepreneurship, Fixed Income, Equities, Private Equity, Alternative Investments, Corporate Development, Emerging Markets, Trading, Valuation, Securities, Series 7, Structured Products, Asset Management, Bloomberg, Electronic Trading, Venture Capital, Mergers & Acquisitions, Financial Modeling, Bonds, Structured Finance
Education
Harvard Business School 1992 — 1994
MBA
University of Michigan 1985 — 1989
AB, Political Science
Kirk Smith's Bear Stearns Experience May 2007 - August 2007
Job Senior Associate at Bregal Sagemount
Industry Venture Capital & Private Equity
Experience
Bregal Sagemount May 2015 - Present
Goldman Sachs August 2010 - May 2013
Challenger Capital Group May 2008 - July 2010
Bear Stearns May 2007 - August 2007
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Kansas 2004 — 2008
B.S.
American University of Rome
Study Abroad: Spring 2007
Bregal Sagemount May 2015 - Present
Goldman Sachs August 2010 - May 2013
Challenger Capital Group May 2008 - July 2010
Bear Stearns May 2007 - August 2007
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Kansas 2004 — 2008
B.S.
American University of Rome
Study Abroad: Spring 2007
Darrin Cozzolino's Bear Stearns Experience July 1995 - July 1997
Job Senior Credit Analyst
Industry Investment Management
Experience
Satellite Asset Management July 2005 - July 2009
Post Advisory Group July 2002 - July 2005
Apollo Management July 1997 - August 2000
Bear Stearns July 1995 - July 1997
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA
Georgetown University 1991 — 1995
BS, Business Administration
Satellite Asset Management July 2005 - July 2009
Post Advisory Group July 2002 - July 2005
Apollo Management July 1997 - August 2000
Bear Stearns July 1995 - July 1997
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA
Georgetown University 1991 — 1995
BS, Business Administration
James Egan's Bear Stearns Experience 1996 - 2008
Job Consultant
Industry Financial Services
Experience
Independent Consultant July 2011 - Present
Royal Bank of Scotland 2008 - 2009
Bear Stearns 1996 - 2008
Credit Suisse First Boston 1985 - 1996
Arthur Andersen (Accenture) 1980 - 1984
Skills
Derivatives, Fixed Income, Hedge Funds, Capital Markets, Structured Products, Bloomberg, Alternative Investments, Equities, Asset Management, Investment Banking, Bonds, Structured Finance, Trading, Portfolio Management, Securities, Series 7
Education
Harvard Business School 1984 — 1986
MBA, Finance
University of Virginia 1976 — 1980
BS, Commerce
Independent Consultant July 2011 - Present
Royal Bank of Scotland 2008 - 2009
Bear Stearns 1996 - 2008
Credit Suisse First Boston 1985 - 1996
Arthur Andersen (Accenture) 1980 - 1984
Skills
Derivatives, Fixed Income, Hedge Funds, Capital Markets, Structured Products, Bloomberg, Alternative Investments, Equities, Asset Management, Investment Banking, Bonds, Structured Finance, Trading, Portfolio Management, Securities, Series 7
Education
Harvard Business School 1984 — 1986
MBA, Finance
University of Virginia 1976 — 1980
BS, Commerce
Alphonse Fletcher's Bear Stearns Experience 1987 - 1989
Job Chief Executive Officer at Fletcher Asset Management
Industry Investment Management
Experience
Fletcher Asset Management March 1991 - Present
United States Air Force 1987 - 1994
Kidder Peabody 1989 - 1991
Bear Stearns 1987 - 1989
Skills
Equities, Hedge Funds, Valuation
Education
Yale University 2002 — 2004
MEM, Environmental Management
Harvard University 1983 — 1987
AB, Applied Mathematics
Massachusetts Institute of Technology 1983 — 1987
1st Lt. USAF, Aerospace Studies (US Air Force ROTC)
Fletcher Asset Management March 1991 - Present
United States Air Force 1987 - 1994
Kidder Peabody 1989 - 1991
Bear Stearns 1987 - 1989
Skills
Equities, Hedge Funds, Valuation
Education
Yale University 2002 — 2004
MEM, Environmental Management
Harvard University 1983 — 1987
AB, Applied Mathematics
Massachusetts Institute of Technology 1983 — 1987
1st Lt. USAF, Aerospace Studies (US Air Force ROTC)
Cory Fasold's Bear Stearns Experience August 2005 - May 2008
Job Finance Director, Sales Finance at Sun Products Corporation
Industry Consumer Goods
Experience
Sun Products Corporation October 2014 - Present
The Dannon Company November 2013 - October 2014
Pepsi Beverages Company September 2010 - November 2013
PepsiCo April 2008 - September 2010
Bear Stearns August 2005 - May 2008
Education
University of Rochester - Simon Business School 2003 — 2005
MBA, Finance & Corporate Accounting
Hamilton College 1996 — 2000
BA, Economics
Sun Products Corporation October 2014 - Present
The Dannon Company November 2013 - October 2014
Pepsi Beverages Company September 2010 - November 2013
PepsiCo April 2008 - September 2010
Bear Stearns August 2005 - May 2008
Education
University of Rochester - Simon Business School 2003 — 2005
MBA, Finance & Corporate Accounting
Hamilton College 1996 — 2000
BA, Economics
Carlos Vargas's Bear Stearns Experience 1998 - 2002
Job Managing Director, Mizuho Securities USA
Industry Financial Services
Experience
Mizuho Securities USA March 2010 - Present
RBS Global Banking & Markets 2003 - 2009
ABN AMRO 2003 - 2009
Bear Stearns 1998 - 2002
UBS Securities Co., Ltd 1996 - 1998
Citibank 1993 - 1996
Skills
Emerging Markets, Capital Markets, Fixed Income, Latin America, Finance, Economics, Securities, Series 7, Bloomberg, Banking, Bonds, Corporate Finance, Derivatives
Education
Harvard University 1989 — 1993
AB, Economics
Stuyvesant High School
Mizuho Securities USA March 2010 - Present
RBS Global Banking & Markets 2003 - 2009
ABN AMRO 2003 - 2009
Bear Stearns 1998 - 2002
UBS Securities Co., Ltd 1996 - 1998
Citibank 1993 - 1996
Skills
Emerging Markets, Capital Markets, Fixed Income, Latin America, Finance, Economics, Securities, Series 7, Bloomberg, Banking, Bonds, Corporate Finance, Derivatives
Education
Harvard University 1989 — 1993
AB, Economics
Stuyvesant High School
Chris Broderick's Bear Stearns Experience December 2005 - May 2007
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. August 2010 - Present
UBS Financial Services, Inc. January 2010 - March 2011
UBS Financial Services, Inc. May 2007 - June 2010
Bear Stearns December 2005 - May 2007
Education
Gettysburg College 2001 — 2005
BA, Management
James Cook University
UBS Financial Services, Inc. August 2010 - Present
UBS Financial Services, Inc. January 2010 - March 2011
UBS Financial Services, Inc. May 2007 - June 2010
Bear Stearns December 2005 - May 2007
Education
Gettysburg College 2001 — 2005
BA, Management
James Cook University
Greg Kasavana's Bear Stearns Experience June 2006 - June 2008
Job Investment Analyst at Private Investment Firm
Industry Investment Management
Experience
Private Investment Firm July 2012 - Present
Silver Lake July 2008 - July 2010
Bear Stearns June 2006 - June 2008
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Indiana University Bloomington 2002 — 2006
BS, Business
Private Investment Firm July 2012 - Present
Silver Lake July 2008 - July 2010
Bear Stearns June 2006 - June 2008
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Indiana University Bloomington 2002 — 2006
BS, Business
Warren Foss's Bear Stearns Experience January 1996 - January 1998
Job SelfEmployed as advisor, consultant and Board Member
Industry Financial Services
Experience
Self_Employed as advisor, consultant and Board member April 2008 - Present
Needham & Company September 1998 - March 2008
NEEDHAM & COMPANY, LLC January 1998 - March 2008
Bear Stearns January 1996 - January 1998
DONALDSON, LUFKIN AND JENRETTE January 1993 - January 1996
SCULLY BROTHERS AND FOSS January 1988 - January 1993
Salomon Brothers January 1977 - January 1988
THE FIRST BOSTON CORPORATION January 1975 - January 1977
UNITED STATES ARMY January 1968 - January 1970
Skills
Capital Markets, Equities, Fixed Income, Corporate Finance, Investment Banking, Emerging Markets, Mergers, Finance, Private Placements, Trading, Entrepreneurship, Restructuring, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Markets, Hedge Funds, Valuation, Investments, Portfolio Management
Education
Harvard Business School 1973 — 1975
MBA, Finance
Harvard Business School
MBA
Self_Employed as advisor, consultant and Board member April 2008 - Present
Needham & Company September 1998 - March 2008
NEEDHAM & COMPANY, LLC January 1998 - March 2008
Bear Stearns January 1996 - January 1998
DONALDSON, LUFKIN AND JENRETTE January 1993 - January 1996
SCULLY BROTHERS AND FOSS January 1988 - January 1993
Salomon Brothers January 1977 - January 1988
THE FIRST BOSTON CORPORATION January 1975 - January 1977
UNITED STATES ARMY January 1968 - January 1970
Skills
Capital Markets, Equities, Fixed Income, Corporate Finance, Investment Banking, Emerging Markets, Mergers, Finance, Private Placements, Trading, Entrepreneurship, Restructuring, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Markets, Hedge Funds, Valuation, Investments, Portfolio Management
Education
Harvard Business School 1973 — 1975
MBA, Finance
Harvard Business School
MBA
John Sise's Bear Stearns Experience July 2007 - June 2008
Job Principal at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners February 2014 - Present
J.P. Morgan August 2011 - February 2014
Citadel Securities July 2010 - August 2011
Bear Stearns July 2007 - June 2008
Education
Georgetown University 2003 — 2007
BSBA, Finance & Accounting
Centerview Partners February 2014 - Present
J.P. Morgan August 2011 - February 2014
Citadel Securities July 2010 - August 2011
Bear Stearns July 2007 - June 2008
Education
Georgetown University 2003 — 2007
BSBA, Finance & Accounting
Glen Reid's Bear Stearns Experience January 1999 - June 2008
Job Managing Director at Royal Bank of Scotland
Industry Banking
Experience
Third Avenue Management June 2015 - Present
Royal Bank of Scotland July 2009 - Present
Imperial Capital Bank September 2008 - July 2009
Bear Stearns January 1999 - June 2008
UBS Investment Bank June 1998 - January 1999
Mobil Oil - Chalmette Refinery June 1994 - June 1998
Skills
High Yield, Capital Markets, Equities, Fixed Income, Distressed Debt, Casino Gaming, Hotel Financing, Investment Banking, Hedge Funds
Education
Georgetown University 1991 — 1994
BS, Accounting
U.S. Naval Academy 1990 — 1991
Third Avenue Management June 2015 - Present
Royal Bank of Scotland July 2009 - Present
Imperial Capital Bank September 2008 - July 2009
Bear Stearns January 1999 - June 2008
UBS Investment Bank June 1998 - January 1999
Mobil Oil - Chalmette Refinery June 1994 - June 1998
Skills
High Yield, Capital Markets, Equities, Fixed Income, Distressed Debt, Casino Gaming, Hotel Financing, Investment Banking, Hedge Funds
Education
Georgetown University 1991 — 1994
BS, Accounting
U.S. Naval Academy 1990 — 1991
Jonathan Tucker's Bear Stearns Experience 1999 - 2002
Job Vice President at Summit Rock Advisors
Industry Investment Management
Experience
Summit Rock Advisors August 2015 - Present
Bessemer Trust January 2015 - July 2015
Bessemer Trust October 2012 - December 2014
Bessemer Trust 2011 - September 2012
Bessemer Trust 2003 - 2010
Bear Stearns 1999 - 2002
Skills
Asset Allocation, Hedge Funds, Equities, Alternative Investments, Asset Management, Investments, Portfolio Management, Investment Strategies
Education
Hamilton College 1995 — 1999
BA, Economics
Tenafly High School 1991 — 1995
Summit Rock Advisors August 2015 - Present
Bessemer Trust January 2015 - July 2015
Bessemer Trust October 2012 - December 2014
Bessemer Trust 2011 - September 2012
Bessemer Trust 2003 - 2010
Bear Stearns 1999 - 2002
Skills
Asset Allocation, Hedge Funds, Equities, Alternative Investments, Asset Management, Investments, Portfolio Management, Investment Strategies
Education
Hamilton College 1995 — 1999
BA, Economics
Tenafly High School 1991 — 1995
Thomas Benfer's Bear Stearns Experience October 1979 - January 1981
Job Foreign Exchange Advisor
Industry Investment Banking
Experience
BMO Capital Markets March 1986 - October 2010
ABN AMRO Bank N.V. September 1984 - January 1986
Bank of America March 1981 - August 1984
Bear Stearns October 1979 - January 1981
Salomon Brothers September 1978 - September 1979
Skills
Options, FX Options, Trading, FX trading, Series 7, Financial Markets, Hedging, Investment Banking, Finance
Education
Guilford College 1976 — 1978
BA, Finance
HH Dow
Michigan State University
BMO Capital Markets March 1986 - October 2010
ABN AMRO Bank N.V. September 1984 - January 1986
Bank of America March 1981 - August 1984
Bear Stearns October 1979 - January 1981
Salomon Brothers September 1978 - September 1979
Skills
Options, FX Options, Trading, FX trading, Series 7, Financial Markets, Hedging, Investment Banking, Finance
Education
Guilford College 1976 — 1978
BA, Finance
HH Dow
Michigan State University
Sai Reddy's Bear Stearns Experience January 2001 - April 2004
Job Senior Programmer at Interactive Data
Industry Internet
Experience
Interactive Data May 2012 - January 2015
Brown Brothers Harriman January 2011 - February 2012
PayPal June 2010 - January 2011
NetSol Technologies Inc. December 2009 - May 2010
Verizon Wireless August 2008 - July 2009
Barclays Capital August 2005 - March 2007
Citi Group April 2004 - August 2005
Bear Stearns January 2001 - April 2004
Shym Technologies July 1999 - December 2000
Parametric Technology Corporation January 1998 - July 1999
Skills
C/C++, Python, Perl, Databases, SQL, Multithreading, Equity Derivatives, Interest Rate...
Education
Georgia State University 1994 — 1997
MS, Mathematics
Indian Institute of Technology, Delhi 1990 — 1994
Bachelor of Technology, Textile Engineering
Interactive Data May 2012 - January 2015
Brown Brothers Harriman January 2011 - February 2012
PayPal June 2010 - January 2011
NetSol Technologies Inc. December 2009 - May 2010
Verizon Wireless August 2008 - July 2009
Barclays Capital August 2005 - March 2007
Citi Group April 2004 - August 2005
Bear Stearns January 2001 - April 2004
Shym Technologies July 1999 - December 2000
Parametric Technology Corporation January 1998 - July 1999
Skills
C/C++, Python, Perl, Databases, SQL, Multithreading, Equity Derivatives, Interest Rate...
Education
Georgia State University 1994 — 1997
MS, Mathematics
Indian Institute of Technology, Delhi 1990 — 1994
Bachelor of Technology, Textile Engineering
Brian Laegeler's Bear Stearns Experience 1998 - 2001
Job Managing Partner at Shimpaku Capital, L.P.
Industry Financial Services
Experience
Laegeler Asset Management, LLC 2008 - Present
Shimpaku Capital, L.P. 2003 - 2011
Morningstar 2005 - 2009
RoundTable Healthcare Partners 2001 - 2003
Bear Stearns 1998 - 2001
Skills
Private Equity, Due Diligence, Valuation, Equities, Leveraged Finance, Buy-side, Financial Modeling, Mergers, Value Investing, Equity Research, Hedge Funds, Equity Valuation, Investments, Alternative Investments, DCF
Education
Harvard Business School 2003 — 2005
MBA
Indiana University Bloomington 1995 — 1998
BS, Acctg, Finance, Oper Mgmt, Math, Econ
HPHS
Laegeler Asset Management, LLC 2008 - Present
Shimpaku Capital, L.P. 2003 - 2011
Morningstar 2005 - 2009
RoundTable Healthcare Partners 2001 - 2003
Bear Stearns 1998 - 2001
Skills
Private Equity, Due Diligence, Valuation, Equities, Leveraged Finance, Buy-side, Financial Modeling, Mergers, Value Investing, Equity Research, Hedge Funds, Equity Valuation, Investments, Alternative Investments, DCF
Education
Harvard Business School 2003 — 2005
MBA
Indiana University Bloomington 1995 — 1998
BS, Acctg, Finance, Oper Mgmt, Math, Econ
HPHS
J. Christopher LiPuma's Bear Stearns Experience June 2007 - July 2008
Job Investment Professional at OrbiMed Advisors
Industry Investment Management
Experience
OrbiMed Advisors June 2011 - Present
HealthCare Royalty Partners June 2010 - June 2011
Leerink Partners LLC July 2008 - June 2010
Bear Stearns June 2007 - July 2008
Education
Hamilton College
OrbiMed Advisors June 2011 - Present
HealthCare Royalty Partners June 2010 - June 2011
Leerink Partners LLC July 2008 - June 2010
Bear Stearns June 2007 - July 2008
Education
Hamilton College
Anne Land's Bear Stearns Experience November 2001 - August 2005
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2005 - Present
Bear Stearns November 2001 - August 2005
Arthur Andersen August 2000 - November 2001
Arthur Andersen June 1999 - August 2000
Skills
Balance Sheet and..., Financial Analysis, Financial Reporting
Education
Hampton University 1995 — 1999
BS, Accounting
Morgan Stanley August 2005 - Present
Bear Stearns November 2001 - August 2005
Arthur Andersen August 2000 - November 2001
Arthur Andersen June 1999 - August 2000
Skills
Balance Sheet and..., Financial Analysis, Financial Reporting
Education
Hampton University 1995 — 1999
BS, Accounting
Robert Reitzes's Bear Stearns Experience 1994 - 2008
Job Portfolio mgr at Broad arch capital
Industry Investment Management
Experience
Broad arch capital 2010 - Present
Bear Stearns 1994 - 2008
Deutsche Bank Securities 1990 - 1994
Skills
Asset Managment, Alternative Investments, Hedge Funds, Equities, Asset Allocation, Portfolio Management, Equity Research, Series 7, Capital Markets, Fixed Income, Asset Management, Trading, Investment Management, Securities, Bloomberg, Investments
Education
Georgetown University 1966 — 1972
Ph.d, Russian and Chinese history
University of Delaware
Bachelor of arts, Histor and economis
Broad arch capital 2010 - Present
Bear Stearns 1994 - 2008
Deutsche Bank Securities 1990 - 1994
Skills
Asset Managment, Alternative Investments, Hedge Funds, Equities, Asset Allocation, Portfolio Management, Equity Research, Series 7, Capital Markets, Fixed Income, Asset Management, Trading, Investment Management, Securities, Bloomberg, Investments
Education
Georgetown University 1966 — 1972
Ph.d, Russian and Chinese history
University of Delaware
Bachelor of arts, Histor and economis
Benjamin Weeden's Bear Stearns Experience July 1998 - May 2000
Job COO, House of Blues Entertainment at Live Nation
Industry Entertainment
Experience
Live Nation Entertainment January 2010 - Present
Live Nation Entertainment June 2006 - December 2009
Live Nation Entertainment January 2005 - June 2006
Live Nation Entertainment (fka Clear Channel Entertainment) November 2001 - December 2004
Live Nation Entertainment (fka Clear Channel Entertainment) May 2000 - November 2001
Bear Stearns July 1998 - May 2000
Skills
Entertainment, New Media, Social Media Marketing, Digital Marketing, Digital Media, Business Development, Music, Music Industry, Theatre
Education
Harvard University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Live Nation Entertainment January 2010 - Present
Live Nation Entertainment June 2006 - December 2009
Live Nation Entertainment January 2005 - June 2006
Live Nation Entertainment (fka Clear Channel Entertainment) November 2001 - December 2004
Live Nation Entertainment (fka Clear Channel Entertainment) May 2000 - November 2001
Bear Stearns July 1998 - May 2000
Skills
Entertainment, New Media, Social Media Marketing, Digital Marketing, Digital Media, Business Development, Music, Music Industry, Theatre
Education
Harvard University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Joseph Rose's Bear Stearns Experience July 2006 - June 2008
Job Investment Banking Professional
Industry Investment Banking
Experience
Nomura Securities September 2013 - Present
BMO Capital Markets July 2011 - December 2012
FBR Capital Markets September 2009 - July 2011
Bear Stearns July 2006 - June 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2005 - July 2006
Willkie Farr & Gallagher LLP September 2001 - July 2005
Education
Harvard Law School 1998 — 2001
Doctor of Law (J.D.), Law
Millersville University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), History & Political Science
Nomura Securities September 2013 - Present
BMO Capital Markets July 2011 - December 2012
FBR Capital Markets September 2009 - July 2011
Bear Stearns July 2006 - June 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2005 - July 2006
Willkie Farr & Gallagher LLP September 2001 - July 2005
Education
Harvard Law School 1998 — 2001
Doctor of Law (J.D.), Law
Millersville University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), History & Political Science
Shana Gary's Bear Stearns Experience 2001 - 2009
Job
Industry
Experience
Bear Stearns 2001 - 2009
Education
Hartwick College 1994 — 1998
Bachelor of Science (BS), International Relations and Affairs
New York University
Bear Stearns 2001 - 2009
Education
Hartwick College 1994 — 1998
Bachelor of Science (BS), International Relations and Affairs
New York University
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS