Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
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Bear Stearns Employees
Employee
Years
Job
Industry
Scott Starbird Scott Starbird's Bear Stearns Experience January 2000 - November 2001
Job Senior legal, finance & operations executive, SaaS/FinTech/Data Services
Industry Information Technology and Services
Experience
DISCERN Technologies July 2009 - Present
DISCERN Securities December 2010 - Present
Private Legal Practice 2011 - Present
Quantrascend January 2002 - July 2009
Bear Stearns January 2000 - November 2001
Oppenheimer February 1992 - December 1999
Skills
Investment Banking, Equities, Capital Markets, Corporate Finance, Valuation, Hedge Funds, Strategic Partnerships, Investments, Portfolio Management, Securities, Asset Management, Finance, Risk Management, Financial Modeling, Strategy, IPO, Financial Services, Venture Capital, Alternative Investments, Financial Reporting and..., Start Ups, Intellectual Property..., Corporate Law &..., Contracts and Licensing, Mergers & Acquisitions, Mergers, Investment Management, Copyright Law, Trademark Law, Patent Strategy, Trade Secret Law, Employment Law, HR Management, Start-ups
Education
Harvard BA / Stanford MBA / UC Berkeley JD
UC Berkeley School of Law 1982 — 1985
J.D., Securities Law, Business Law
Stanford Business School 1979 — 1981
M.B.A., Finance, General Management
Harvard University 1976 — 1979
B.A., Economics, magna cum laude
DISCERN Technologies July 2009 - Present
DISCERN Securities December 2010 - Present
Private Legal Practice 2011 - Present
Quantrascend January 2002 - July 2009
Bear Stearns January 2000 - November 2001
Oppenheimer February 1992 - December 1999
Skills
Investment Banking, Equities, Capital Markets, Corporate Finance, Valuation, Hedge Funds, Strategic Partnerships, Investments, Portfolio Management, Securities, Asset Management, Finance, Risk Management, Financial Modeling, Strategy, IPO, Financial Services, Venture Capital, Alternative Investments, Financial Reporting and..., Start Ups, Intellectual Property..., Corporate Law &..., Contracts and Licensing, Mergers & Acquisitions, Mergers, Investment Management, Copyright Law, Trademark Law, Patent Strategy, Trade Secret Law, Employment Law, HR Management, Start-ups
Education
Harvard BA / Stanford MBA / UC Berkeley JD
UC Berkeley School of Law 1982 — 1985
J.D., Securities Law, Business Law
Stanford Business School 1979 — 1981
M.B.A., Finance, General Management
Harvard University 1976 — 1979
B.A., Economics, magna cum laude
Max Kretchmer Max Kretchmer's Bear Stearns Experience 2007 - 2008
Job International Economist at U.S. Department of the Treasury
Industry Public Policy
Experience
U.S. Department of the Treasury 2015 - Present
Curiosity Media 2014 - 2015
World Bank Group (ICSID) 2012 - 2014
Citi July 2013 - August 2013
Overseas Private Investment Corporation May 2013 - June 2013
Federal Reserve Board 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns 2007 - 2008
Skills
Stata, Econometrics, Economics, Policy Analysis, Quantitative Analytics, Public Policy, Economic Research, International Relations, Research, International...
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Harvard Kennedy School of Government 2011 — 2014
Master in Public Administration (MPA)
University of Pennsylvania 2003 — 2007
BA, Economics
U.S. Department of the Treasury 2015 - Present
Curiosity Media 2014 - 2015
World Bank Group (ICSID) 2012 - 2014
Citi July 2013 - August 2013
Overseas Private Investment Corporation May 2013 - June 2013
Federal Reserve Board 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns 2007 - 2008
Skills
Stata, Econometrics, Economics, Policy Analysis, Quantitative Analytics, Public Policy, Economic Research, International Relations, Research, International...
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Harvard Kennedy School of Government 2011 — 2014
Master in Public Administration (MPA)
University of Pennsylvania 2003 — 2007
BA, Economics
Michael Heffron Michael Heffron's Bear Stearns Experience February 1996 - May 2008
Job Associate at JPMorganChase
Industry Financial Services
Experience
JPMorganChase June 2008 - Present
Bear Stearns February 1996 - May 2008
Skills
Management, Leadership, Bonds, Process Improvement, Analysis, Settlement, Risk Management, Prime Brokerage, Fixed Income, Equities, Capital Markets, Securities, Bloomberg, Hedge Funds, Financial Services
Education
Hofstra University 1993 — 1995
BS, Management
Suny Farmingdale 1991 — 1993
Associate's degree, Business Administration and Management, General
JPMorganChase June 2008 - Present
Bear Stearns February 1996 - May 2008
Skills
Management, Leadership, Bonds, Process Improvement, Analysis, Settlement, Risk Management, Prime Brokerage, Fixed Income, Equities, Capital Markets, Securities, Bloomberg, Hedge Funds, Financial Services
Education
Hofstra University 1993 — 1995
BS, Management
Suny Farmingdale 1991 — 1993
Associate's degree, Business Administration and Management, General
Wesley Demetrius Wesley Demetrius's Bear Stearns Experience June 2004 - June 2008
Job Supervisor Desktop Support at Dealertrack Technologies
Industry Information Technology and Services
Experience
Dealertrack Technologies February 2015 - Present
DealerTrack July 2011 - Present
Markit May 2011 - July 2011
JPMorganchase & Co. June 2008 - April 2011
Design Strategy Corporation July 2001 - April 2011
Bear Stearns June 2004 - June 2008
JPMorgan Chase July 2001 - June 2004
Lot 260 1997 - 2001
Skills
Computer Hardware, DHCP, Active Directory, Troubleshooting, System Deployment, TCP/IP, Windows 7, DNS, XP, Windows Server, Microsoft Exchange, Software Installation, Vendor Management, Data Center, SharePoint, Operating Systems, BMC Remedy, Process Improvement, Microsoft Certified..., Network Administration, System Administration, Citrix, Asset Managment, Servers, Incident Management, Hardware, VPN, Visio, ITIL, Windows Vista, Blackberry Enterprise..., Management, Windows, Blackberry, Software Documentation, Technical Support, Business Analysis, Networking, IT Service Management, Microsoft Office, Lotus Notes, Help Desk Support, VMware, Disaster Recovery, HP, Cisco Technologies, Network Security, VMware ESX, Printers, Laptops
Education
Technical Career Institute College 1999 — 2001
A.A.S, Computer Information and Networking
Hofstra University 1994 — 1996
Dealertrack Technologies February 2015 - Present
DealerTrack July 2011 - Present
Markit May 2011 - July 2011
JPMorganchase & Co. June 2008 - April 2011
Design Strategy Corporation July 2001 - April 2011
Bear Stearns June 2004 - June 2008
JPMorgan Chase July 2001 - June 2004
Lot 260 1997 - 2001
Skills
Computer Hardware, DHCP, Active Directory, Troubleshooting, System Deployment, TCP/IP, Windows 7, DNS, XP, Windows Server, Microsoft Exchange, Software Installation, Vendor Management, Data Center, SharePoint, Operating Systems, BMC Remedy, Process Improvement, Microsoft Certified..., Network Administration, System Administration, Citrix, Asset Managment, Servers, Incident Management, Hardware, VPN, Visio, ITIL, Windows Vista, Blackberry Enterprise..., Management, Windows, Blackberry, Software Documentation, Technical Support, Business Analysis, Networking, IT Service Management, Microsoft Office, Lotus Notes, Help Desk Support, VMware, Disaster Recovery, HP, Cisco Technologies, Network Security, VMware ESX, Printers, Laptops
Education
Technical Career Institute College 1999 — 2001
A.A.S, Computer Information and Networking
Hofstra University 1994 — 1996
Erik Braden's Bear Stearns Experience May 2007 - September 2007
Job Director of Business Development & Acquisitions at Braden Business Systems
Industry Venture Capital & Private Equity
Experience
Braden Business Systems February 2014 - Present
CID Capital December 2013 - February 2014
CID Capital September 2011 - November 2013
J.P. Morgan September 2009 - September 2011
JPMorgan June 2008 - August 2008
Credit Suisse April 2008 - June 2008
Village Ventures October 2007 - April 2008
Bear Stearns May 2007 - September 2007
ChaCha June 2006 - July 2007
Braden Business Systems 2005 - 2006
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Trading, Portfolio Management, Mergers & Acquisitions, Venture Capital, Structured Finance, Strategy, Due Diligence, Business Development
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance & Accounting
Indiana University - Kelley School of Business 2004 — 2007
B.S., Finance & Accounting
Hamilton Southeastern High School 2000 — 2004
Braden Business Systems February 2014 - Present
CID Capital December 2013 - February 2014
CID Capital September 2011 - November 2013
J.P. Morgan September 2009 - September 2011
JPMorgan June 2008 - August 2008
Credit Suisse April 2008 - June 2008
Village Ventures October 2007 - April 2008
Bear Stearns May 2007 - September 2007
ChaCha June 2006 - July 2007
Braden Business Systems 2005 - 2006
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Trading, Portfolio Management, Mergers & Acquisitions, Venture Capital, Structured Finance, Strategy, Due Diligence, Business Development
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance & Accounting
Indiana University - Kelley School of Business 2004 — 2007
B.S., Finance & Accounting
Hamilton Southeastern High School 2000 — 2004
Teresa (Teri Vinson) Hardin Teresa (Teri Vinson) Hardin's Bear Stearns Experience February 1999 - February 2005
Job Software Engineer at Captial One
Industry Computer Software
Experience
S January 2015 - Present
Stratagem 2008 - 2013
Bear Stearns February 1999 - February 2005
Visa International March 1998 - February 1999
American Management Services January 1993 - May 1998
Skills
COBOL, COBOLII, JCL, DB2, CICS, Mainframe, System Testing, Test Management, User Acceptance Testing, Quality Assurance, SDLC, Client Co-ordination, Microsoft Office, Software Documentation, Technology Integration, Data Conversion, Database Administration, integration, Team Leadership, Project Management, Client Billing, Coding Standards, Programming, Training, Technical Writing, Technical Training, Technical Documentation, Technical Analysis, Business Strategy, Business Analysis, Business Process..., Quality Control, Integration, Requirements Gathering, Databases, Testing, Software Project...
Education
Illinois State University 1988 — 1992
BS, Computer Science
Southeast HighSchool
S January 2015 - Present
Stratagem 2008 - 2013
Bear Stearns February 1999 - February 2005
Visa International March 1998 - February 1999
American Management Services January 1993 - May 1998
Skills
COBOL, COBOLII, JCL, DB2, CICS, Mainframe, System Testing, Test Management, User Acceptance Testing, Quality Assurance, SDLC, Client Co-ordination, Microsoft Office, Software Documentation, Technology Integration, Data Conversion, Database Administration, integration, Team Leadership, Project Management, Client Billing, Coding Standards, Programming, Training, Technical Writing, Technical Training, Technical Documentation, Technical Analysis, Business Strategy, Business Analysis, Business Process..., Quality Control, Integration, Requirements Gathering, Databases, Testing, Software Project...
Education
Illinois State University 1988 — 1992
BS, Computer Science
Southeast HighSchool
Michael J. Fleming Michael J. Fleming's Bear Stearns Experience 1986 - 1993
Job Director of Special Projects & Partner Relations at Peisner Johnson & Company
Industry Accounting
Experience
Peisner Johnson & Company, LLP. March 2010 - Present
Strong Solutions January 1989 - 2009
First Consolidated January 2000 - March 2007
Bear Stearns 1986 - 1993
Skills
Accounting, Tax, Sales Tax, Nexus, Sales and Use Tax, Project Management, Drop Shipping, Exemption Certificate..., Drop Ship, New Business Development, Sales & Use Tax, Finance, Management, Auditing, Leadership, General Ledger, Small Business, Accounts Payable, Budgets, Tax Research, State Tax, Tax Preparation, Financial Analysis, Property Tax, Corporate Tax, Income Tax, CPA, Tax Law, Forecasting, Financial Reporting, Financial Audits, SEC filings, GAAP, Partnership Taxation, Due Diligence, Forensic Accounting, Financial Statements, Revenue Recognition, US GAAP, Tax Returns, Sarbanes-Oxley, Tax Advisory, Cost Accounting, US Tax, Fixed Assets, Sarbanes-Oxley Act, Payroll Taxes, IRS, International Tax, Use Tax
Education
Hofstra University 1982 — 1986
Finance
Southern Connecticut State University 1981 — 1982
Peisner Johnson & Company, LLP. March 2010 - Present
Strong Solutions January 1989 - 2009
First Consolidated January 2000 - March 2007
Bear Stearns 1986 - 1993
Skills
Accounting, Tax, Sales Tax, Nexus, Sales and Use Tax, Project Management, Drop Shipping, Exemption Certificate..., Drop Ship, New Business Development, Sales & Use Tax, Finance, Management, Auditing, Leadership, General Ledger, Small Business, Accounts Payable, Budgets, Tax Research, State Tax, Tax Preparation, Financial Analysis, Property Tax, Corporate Tax, Income Tax, CPA, Tax Law, Forecasting, Financial Reporting, Financial Audits, SEC filings, GAAP, Partnership Taxation, Due Diligence, Forensic Accounting, Financial Statements, Revenue Recognition, US GAAP, Tax Returns, Sarbanes-Oxley, Tax Advisory, Cost Accounting, US Tax, Fixed Assets, Sarbanes-Oxley Act, Payroll Taxes, IRS, International Tax, Use Tax
Education
Hofstra University 1982 — 1986
Finance
Southern Connecticut State University 1981 — 1982
Sonali Theisen's Bear Stearns Experience February 2004 - June 2008
Job Credit Trading
Industry Financial Services
Experience
Citi August 2013 - Present
Barclays Capital September 2010 - May 2013
Bloomberg March 2009 - September 2010
Bear Stearns February 2004 - June 2008
Goldman Sachs July 2000 - January 2004
Education
Harvard University 1996 — 2000
Honors BA, Economics & Spanish
Citi August 2013 - Present
Barclays Capital September 2010 - May 2013
Bloomberg March 2009 - September 2010
Bear Stearns February 2004 - June 2008
Goldman Sachs July 2000 - January 2004
Education
Harvard University 1996 — 2000
Honors BA, Economics & Spanish
Frank Maresca's Bear Stearns Experience March 1992 - June 2008
Job Fund Solutions and New Business Development
Industry Financial Services
Experience
American Stock Transfer & Trust Co LLC February 2012 - Present
Ultimus Fund Solutions, LLC March 2009 - February 2012
JP MORGAN CHASE & CO. June 2008 - February 2009
JP Morgan 2008 - 2009
Bear Stearns March 1992 - June 2008
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (subsidiary of Paine Webber Group) June 1988 - March 1992
PricewaterhouseCoopers 1980 - 1984
Skills
Cross-functional Team..., Profit Maximization, Hedge Funds, Equities, Securities, Series 7, Mutual Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Private Equity, Investments, Portfolio Management, Investor Relations, Asset Management, Trading, Investment Advisory, Mergers & Acquisitions, Prime Brokerage, Corporate Actions, Investment Strategies, Investment Banking, Valuation, Investment Management, ETFs, Fund Accounting, Finance, Wealth Management, Financial Services, Fund Of Funds, Fund Administration, Risk Management, Funding, Derivatives, Options, Business Development, Management
Education
Hofstra University 1978 — 1980
BBA, Public Accounting
Hofstra University 1978 — 1980
BBA, Public Accounting
American Stock Transfer & Trust Co LLC February 2012 - Present
Ultimus Fund Solutions, LLC March 2009 - February 2012
JP MORGAN CHASE & CO. June 2008 - February 2009
JP Morgan 2008 - 2009
Bear Stearns March 1992 - June 2008
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (subsidiary of Paine Webber Group) June 1988 - March 1992
PricewaterhouseCoopers 1980 - 1984
Skills
Cross-functional Team..., Profit Maximization, Hedge Funds, Equities, Securities, Series 7, Mutual Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Private Equity, Investments, Portfolio Management, Investor Relations, Asset Management, Trading, Investment Advisory, Mergers & Acquisitions, Prime Brokerage, Corporate Actions, Investment Strategies, Investment Banking, Valuation, Investment Management, ETFs, Fund Accounting, Finance, Wealth Management, Financial Services, Fund Of Funds, Fund Administration, Risk Management, Funding, Derivatives, Options, Business Development, Management
Education
Hofstra University 1978 — 1980
BBA, Public Accounting
Hofstra University 1978 — 1980
BBA, Public Accounting
Michelle Roach, PHR Michelle Roach, PHR's Bear Stearns Experience May 2007 - April 2008
Job Human Resources Consultant at Harvard University
Industry Human Resources
Experience
Harvard University August 2015 - Present
Harvard University November 2011 - August 2015
Harvard University January 2010 - November 2011
Harvard Kennedy School of Government April 2008 - January 2010
Bear Stearns May 2007 - April 2008
UBS Wealth Management January 2007 - May 2007
Bear Stearns May 2006 - August 2006
Skills
Recruiting, PeopleSoft, Onboarding, Human Resources, Career Development, Employee Benefits, Employee Relations, HRIS, New Hire Orientations, Organizational..., Talent Acquisition, Talent Management, Time Management
Education
Harvard University 2008 — 2011
Master's, Managment
Saint Michael's College 2003 — 2007
B.A., Political Science
Harvard University August 2015 - Present
Harvard University November 2011 - August 2015
Harvard University January 2010 - November 2011
Harvard Kennedy School of Government April 2008 - January 2010
Bear Stearns May 2007 - April 2008
UBS Wealth Management January 2007 - May 2007
Bear Stearns May 2006 - August 2006
Skills
Recruiting, PeopleSoft, Onboarding, Human Resources, Career Development, Employee Benefits, Employee Relations, HRIS, New Hire Orientations, Organizational..., Talent Acquisition, Talent Management, Time Management
Education
Harvard University 2008 — 2011
Master's, Managment
Saint Michael's College 2003 — 2007
B.A., Political Science
Parimal Parimal Parimal Parimal's Bear Stearns Experience April 1994 - January 1999
Job Vice President Business Development at Terex Corporation
Industry Investment Banking
Experience
Terex Corporation November 2003 - Present
Dresdner Kleinwort September 2000 - February 2002
Bear Stearns April 1994 - January 1999
Skills
Mergers, Negotiation, Due Diligence, Joint Ventures, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Leadership, Mergers & Acquisitions, Private Equity, Corporate Development, Strategy, Finance, Executive Management, Restructuring, Acquisition Integration, Business Planning, Strategic Planning, Equities, IPO, Start-ups, M&A experience
Education
The University of Texas at Austin 1991 — 1993
MBA, Finance
The University of Texas at Austin 1989 — 1992
MS, Materials Science & Engineering
Indian Institute of Technology (Banaras Hindu University), Varanasi 1984 — 1988
B.Tech, Metallurgical Engineering
Terex Corporation November 2003 - Present
Dresdner Kleinwort September 2000 - February 2002
Bear Stearns April 1994 - January 1999
Skills
Mergers, Negotiation, Due Diligence, Joint Ventures, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Leadership, Mergers & Acquisitions, Private Equity, Corporate Development, Strategy, Finance, Executive Management, Restructuring, Acquisition Integration, Business Planning, Strategic Planning, Equities, IPO, Start-ups, M&A experience
Education
The University of Texas at Austin 1991 — 1993
MBA, Finance
The University of Texas at Austin 1989 — 1992
MS, Materials Science & Engineering
Indian Institute of Technology (Banaras Hindu University), Varanasi 1984 — 1988
B.Tech, Metallurgical Engineering
John Fink John Fink's Bear Stearns Experience August 1999 - June 2004
Job Graphic Communications Designer/Presentation Specialist at ESI Design / Freelance Multimedia & Presentation Designer
Industry Design
Experience
ESI Design June 2014 - Present
John Fink Ink June 2009 - Present
Saatchi & Saatchi Wellness 2013 - 2013
New York University January 2011 - January 2012
Jones Lang LaSalle 2012 - 2012
Ernst & Young February 2011 - July 2011
Ogilvy 2011 - 2011
SunAmerica Mutual Funds May 2006 - June 2009
Deloitte June 2004 - May 2006
Bear Stearns August 1999 - June 2004
Skills
Adobe Creative Suite, Graphic Design, Creative Direction, InDesign, Social Media Marketing, Microsoft Office, Illustrator, Presentation Development, Brochures, Keynote, Logo Design, Blogging, Facebook, Management, Presentation Coaching, Advertising, Mac, Layout, Email Marketing, Branding & Identity, Presentation Design, Newsletters, Dreamweaver, User Experience, Prezi, Constant Contact, SharePoint, Art, Illustration, Photoshop, Typography, Magazines, QuarkXPress, Web Design, Microsoft Office Suite, Pages, Numbers, Benchmark Email, Style Sheets, Pitch Books, SEO, Graphics, Multimedia, Posters, Corporate Branding, Adobe Acrobat, Art Direction, Branding, Image research, InCopy
Education
New York University 2006 — 2014
MA, Graphic Communication Management and Technology
NYU SCPS 1996 — 1997
Certificate, Multimedia Technology
Hofstra University 1988 — 1991
BS, Music Merchandising
ESI Design June 2014 - Present
John Fink Ink June 2009 - Present
Saatchi & Saatchi Wellness 2013 - 2013
New York University January 2011 - January 2012
Jones Lang LaSalle 2012 - 2012
Ernst & Young February 2011 - July 2011
Ogilvy 2011 - 2011
SunAmerica Mutual Funds May 2006 - June 2009
Deloitte June 2004 - May 2006
Bear Stearns August 1999 - June 2004
Skills
Adobe Creative Suite, Graphic Design, Creative Direction, InDesign, Social Media Marketing, Microsoft Office, Illustrator, Presentation Development, Brochures, Keynote, Logo Design, Blogging, Facebook, Management, Presentation Coaching, Advertising, Mac, Layout, Email Marketing, Branding & Identity, Presentation Design, Newsletters, Dreamweaver, User Experience, Prezi, Constant Contact, SharePoint, Art, Illustration, Photoshop, Typography, Magazines, QuarkXPress, Web Design, Microsoft Office Suite, Pages, Numbers, Benchmark Email, Style Sheets, Pitch Books, SEO, Graphics, Multimedia, Posters, Corporate Branding, Adobe Acrobat, Art Direction, Branding, Image research, InCopy
Education
New York University 2006 — 2014
MA, Graphic Communication Management and Technology
NYU SCPS 1996 — 1997
Certificate, Multimedia Technology
Hofstra University 1988 — 1991
BS, Music Merchandising
Scott Greenberg Scott Greenberg's Bear Stearns Experience August 1996 - May 2005
Job Financial Services Information Specialist
Industry Financial Services
Experience
Morgan Stanley September 2005 - Present
Bear Stearns August 1996 - May 2005
Automatic Data Processing (ADP) - Brokerage Division (Now Broadridge Financial Solutions) January 1989 - August 1996
Thomson McKinnon Securities 1986 - 1988
E.F. Hutton Inc. May 1984 - January 1986
Skills
Cost Basis Reporting, Tax Lot Accounting, Wealth Management, Brokerage Back Office, Compliance, Brokerage General Ledger, Brokerage P&L, Business Analysis, IT, Software Project..., Corporate Actions, Systems Analysis, Application Design, Database Design, DB2 for z/OS, SQL, Team Leadership, Prime Brokerage Billing, Broker Dealer (BD)..., Mutual Funds, Change Management, Microsoft Office, Microsoft Excel, Visio, MS Project, VSAM, COBOL, Offshore Management, Application Development..., Application Integration, Vendor Software..., Technical Leadership, Application Performance..., Stored Procedures, DB2 Performance, DB2 Utilities, CICS Transaction Server, QMF, Concurrent Processing, MVS / zOS JCL, ACATS, Correspondent Clearance..., Trade Commissions, Creative Problem Solving, System Documentation, PowerPoint, HP PPM, Rational Developer for..., C Language, SDLC
Education
HOFSTRA UNIVERSITY
BS, Computer Science
C.W. POST CENTER OF LONG ISLAND UNIVERSITY
Transferred, Computer Science
The Chubb Institute 1995 — 1996
Certificate, Client/Server Application Development
NYU School of Continuing and Professional Studies 1994 — 1994
C Programming (Parts 1 and 2)
Morgan Stanley September 2005 - Present
Bear Stearns August 1996 - May 2005
Automatic Data Processing (ADP) - Brokerage Division (Now Broadridge Financial Solutions) January 1989 - August 1996
Thomson McKinnon Securities 1986 - 1988
E.F. Hutton Inc. May 1984 - January 1986
Skills
Cost Basis Reporting, Tax Lot Accounting, Wealth Management, Brokerage Back Office, Compliance, Brokerage General Ledger, Brokerage P&L, Business Analysis, IT, Software Project..., Corporate Actions, Systems Analysis, Application Design, Database Design, DB2 for z/OS, SQL, Team Leadership, Prime Brokerage Billing, Broker Dealer (BD)..., Mutual Funds, Change Management, Microsoft Office, Microsoft Excel, Visio, MS Project, VSAM, COBOL, Offshore Management, Application Development..., Application Integration, Vendor Software..., Technical Leadership, Application Performance..., Stored Procedures, DB2 Performance, DB2 Utilities, CICS Transaction Server, QMF, Concurrent Processing, MVS / zOS JCL, ACATS, Correspondent Clearance..., Trade Commissions, Creative Problem Solving, System Documentation, PowerPoint, HP PPM, Rational Developer for..., C Language, SDLC
Education
HOFSTRA UNIVERSITY
BS, Computer Science
C.W. POST CENTER OF LONG ISLAND UNIVERSITY
Transferred, Computer Science
The Chubb Institute 1995 — 1996
Certificate, Client/Server Application Development
NYU School of Continuing and Professional Studies 1994 — 1994
C Programming (Parts 1 and 2)
Erin Koops's Bear Stearns Experience 2001 - 2002
Job Executive Vice President, Member Services at Leading Real Estate Companies of the World®
Industry Real Estate
Experience
Leading Real Estate Companies of the World September 2015 - Present
Leading Real Estate Companies of the World April 2013 - Present
Leading Real Estate Companies of the World July 2009 - April 2013
Leading Real Estate Companies of the World July 2006 - July 2009
Sara Lee 2005 - 2006
Hub Group, Inc. 2004 - 2005
Marvel Comics 2002 - 2004
Bear Stearns 2001 - 2002
Skills
Real Estate, Investments, Management, Financial Modeling, Budgets, Valuation, Relocation, Financial Analysis, Social Media, Sellers, Negotiation, Marketing, Investment Properties, Business Development, Referrals, Residential Homes, Contract Negotiation, Networking, Property Management, Foreclosures, Selling, Condos, Buyer Representation, Real Estate Transactions, Sales
Education
Indiana University Bloomington 1997 — 2001
B.S., Finance
Bethany School
Indiana University - Kelley School of Business
Leading Real Estate Companies of the World September 2015 - Present
Leading Real Estate Companies of the World April 2013 - Present
Leading Real Estate Companies of the World July 2009 - April 2013
Leading Real Estate Companies of the World July 2006 - July 2009
Sara Lee 2005 - 2006
Hub Group, Inc. 2004 - 2005
Marvel Comics 2002 - 2004
Bear Stearns 2001 - 2002
Skills
Real Estate, Investments, Management, Financial Modeling, Budgets, Valuation, Relocation, Financial Analysis, Social Media, Sellers, Negotiation, Marketing, Investment Properties, Business Development, Referrals, Residential Homes, Contract Negotiation, Networking, Property Management, Foreclosures, Selling, Condos, Buyer Representation, Real Estate Transactions, Sales
Education
Indiana University Bloomington 1997 — 2001
B.S., Finance
Bethany School
Indiana University - Kelley School of Business
Suhas Walanjoo Suhas Walanjoo's Bear Stearns Experience 2007 - November 2007
Job Search Developer at Opencrowd
Industry Computer Software
Experience
OpenCrowd December 2013 - Present
Goldman Sachs April 2010 - June 2011
AT &T January 2008 - June 2008
Bear Stearns 2007 - November 2007
CDCGS 2007 - 2007
Yahoo! July 2005 - March 2006
Dx Technologies July 2003 - November 2004
Softlink International October 2003 - April 2004
Systems Task Group January 2000 - April 2001
Dataline Research 1995 - 1996
Skills
Spring, Tomcat, Hibernate, Ant, XML, Unix, Java Enterprise Edition, Java, Web Services, SDLC, Agile Methodologies, Core Java, Perl, Solaris, DB2, Weblogic, Design Patterns, Software Development, Spring Framework, Eclipse, Enterprise Software, 3, 7
Education
IIT Bombay 1985 — 1989
B.Tech.
D G Ruparel College 1983 — 1985
Senior College
University of Mumbai 1983 — 1985
HSC
OpenCrowd December 2013 - Present
Goldman Sachs April 2010 - June 2011
AT &T January 2008 - June 2008
Bear Stearns 2007 - November 2007
CDCGS 2007 - 2007
Yahoo! July 2005 - March 2006
Dx Technologies July 2003 - November 2004
Softlink International October 2003 - April 2004
Systems Task Group January 2000 - April 2001
Dataline Research 1995 - 1996
Skills
Spring, Tomcat, Hibernate, Ant, XML, Unix, Java Enterprise Edition, Java, Web Services, SDLC, Agile Methodologies, Core Java, Perl, Solaris, DB2, Weblogic, Design Patterns, Software Development, Spring Framework, Eclipse, Enterprise Software, 3, 7
Education
IIT Bombay 1985 — 1989
B.Tech.
D G Ruparel College 1983 — 1985
Senior College
University of Mumbai 1983 — 1985
HSC
Nitin Gambhir Nitin Gambhir's Bear Stearns Experience January 2010 - January 2011
Job Management at Tethys
Industry Capital Markets
Experience
Tethys Technology, Inc. Managing PrincipalAltus Asset ManagementJanuary 2010 - January 2011
SAC Capital January 2010 - January 2011
Bear Stearns January 2010 - January 2011
J.P. Morgan January 2010 - January 2011
Skills
Trading System, Electronic Trading, Capital Markets, Arbitrage, Trading Systems, Options, Equity Derivatives, Hedge Funds, Equity Trading, Portfolio Management, Equities, Market Data, Trading, Trading Strategies, Derivatives, Financial Markets
Education
Yale University 1903 — 1905
Master's degree
Indian Institute of Technology, Delhi 1900 — 1903
Tethys Technology, Inc. Managing PrincipalAltus Asset ManagementJanuary 2010 - January 2011
SAC Capital January 2010 - January 2011
Bear Stearns January 2010 - January 2011
J.P. Morgan January 2010 - January 2011
Skills
Trading System, Electronic Trading, Capital Markets, Arbitrage, Trading Systems, Options, Equity Derivatives, Hedge Funds, Equity Trading, Portfolio Management, Equities, Market Data, Trading, Trading Strategies, Derivatives, Financial Markets
Education
Yale University 1903 — 1905
Master's degree
Indian Institute of Technology, Delhi 1900 — 1903
Abbe Weintraub Abbe Weintraub's Bear Stearns Experience January 1991 - October 1993
Job Director of Specialty Marketing at U.S. News & World Report
Industry Publishing
Experience
U.S. News & World Report January 2011 - Present
U.S. News & World Report December 2008 - December 2010
U.S. News & World Report September 1997 - November 2008
New York Daily News October 1993 - August 1997
Bear Stearns January 1991 - October 1993
Laventhal & Horwath August 1988 - November 1990
Skills
Publishing, Magazines, Email Marketing, Direct Marketing, Digital Marketing, Integrated Marketing, Marketing, Online Advertising, Budgets, Brand Development, SEO, Marketing Communications, Database Marketing, Customer Acquisition, Publications, New Media, Online Marketing, Digital Strategy, E-commerce, Strategic Planning, Competitive Analysis, Financial Analysis, Marketing Strategy, Newsletters
Education
Hofstra University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting and Business/Management
U.S. News & World Report January 2011 - Present
U.S. News & World Report December 2008 - December 2010
U.S. News & World Report September 1997 - November 2008
New York Daily News October 1993 - August 1997
Bear Stearns January 1991 - October 1993
Laventhal & Horwath August 1988 - November 1990
Skills
Publishing, Magazines, Email Marketing, Direct Marketing, Digital Marketing, Integrated Marketing, Marketing, Online Advertising, Budgets, Brand Development, SEO, Marketing Communications, Database Marketing, Customer Acquisition, Publications, New Media, Online Marketing, Digital Strategy, E-commerce, Strategic Planning, Competitive Analysis, Financial Analysis, Marketing Strategy, Newsletters
Education
Hofstra University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting and Business/Management
James Bella James Bella's Bear Stearns Experience December 1989 - July 2003
Job Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP March 2014 - Present
McGladrey April 2010 - February 2014
Corptax July 2006 - April 2010
Deloitte & Touche October 2003 - July 2006
Bear Stearns December 1989 - July 2003
Education
Hofstra University 1983 — 1988
BBA, Accounting
Herricks High School 1981 — 1983
Grant Thornton LLP March 2014 - Present
McGladrey April 2010 - February 2014
Corptax July 2006 - April 2010
Deloitte & Touche October 2003 - July 2006
Bear Stearns December 1989 - July 2003
Education
Hofstra University 1983 — 1988
BBA, Accounting
Herricks High School 1981 — 1983
Richard Cardone Richard Cardone's Bear Stearns Experience October 2002 - June 2008
Job Azure Peak Advisors
Industry Investment Management
Experience
Azure Peak Advisors January 2015 - Present
Roaring Fork Advisors April 2013 - November 2014
Gardening February 2013 - April 2013
JPMorgan June 2008 - February 2013
Bear Stearns October 2002 - June 2008
Skills
Bloomberg, Equity Trading, Series 7, Risk Management, Structured Products, Commodity, Credit Derivatives, Financial Services, Financial Markets, Hedge Funds, Private Equity, Asset Allocation, Options, Bonds, Trading, FX Options, Management, Fixed Income, Due Diligence, Swaps, Proprietary Trading, Derivatives, FINRA, Emerging Markets, Finance, Hedging, Investment Management, Financial Analysis, Fund Of Funds, Interest Rate..., Prime Brokerage, Middle Office, Equities
Education
Hofstra University
BBA, Finance
Azure Peak Advisors January 2015 - Present
Roaring Fork Advisors April 2013 - November 2014
Gardening February 2013 - April 2013
JPMorgan June 2008 - February 2013
Bear Stearns October 2002 - June 2008
Skills
Bloomberg, Equity Trading, Series 7, Risk Management, Structured Products, Commodity, Credit Derivatives, Financial Services, Financial Markets, Hedge Funds, Private Equity, Asset Allocation, Options, Bonds, Trading, FX Options, Management, Fixed Income, Due Diligence, Swaps, Proprietary Trading, Derivatives, FINRA, Emerging Markets, Finance, Hedging, Investment Management, Financial Analysis, Fund Of Funds, Interest Rate..., Prime Brokerage, Middle Office, Equities
Education
Hofstra University
BBA, Finance
Lachlan Hughson Lachlan Hughson's Bear Stearns Experience 1999 - 2001
Job Finance Director at Antero Resources Corporation
Industry Oil & Energy
Experience
Antero Resources Corporation 2012 - Present
Imperial College London / EMR Capital 2009 - 2012
Macquarie Capital (USA) Inc. 2006 - 2008
Standard New York Securities Inc. 2004 - 2006
Bear Stearns 1999 - 2001
Lehman Brothers 1995 - 1999
Macquarie Bank 1990 - 1993
Skills
Corporate Finance, Valuation, Private Equity, Oil/Gas, Corporate Development, Strategic Planning, Business Strategy, Mergers, Capital Markets, Mergers & Acquisitions, Finance, Investments, Strategy, Equities, Investment Banking, Project Finance
Education
Imperial College London 2009 — 2010
Master of Science - Metals & Energy Finance (with Distinction)
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration
University of Technology, Sydney 1990 — 1992
Master of Business
University of Technology, Sydney 1987 — 1989
Bachelor of Business
Antero Resources Corporation 2012 - Present
Imperial College London / EMR Capital 2009 - 2012
Macquarie Capital (USA) Inc. 2006 - 2008
Standard New York Securities Inc. 2004 - 2006
Bear Stearns 1999 - 2001
Lehman Brothers 1995 - 1999
Macquarie Bank 1990 - 1993
Skills
Corporate Finance, Valuation, Private Equity, Oil/Gas, Corporate Development, Strategic Planning, Business Strategy, Mergers, Capital Markets, Mergers & Acquisitions, Finance, Investments, Strategy, Equities, Investment Banking, Project Finance
Education
Imperial College London 2009 — 2010
Master of Science - Metals & Energy Finance (with Distinction)
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration
University of Technology, Sydney 1990 — 1992
Master of Business
University of Technology, Sydney 1987 — 1989
Bachelor of Business
David Scalzo's Bear Stearns Experience August 2002 - October 2007
Job Kirenaga Partners, Founder and President
Industry Financial Services
Experience
Kirenaga June 2013 - Present
UnsungMusicalsCo. Inc. April 2013 - Present
Cognitive Assessment Services, Inc. 2004 - Present
Village of Tuckahoe, NY June 2012 - Present
Credit Suisse June 2010 - June 2013
Barefoot Consulting, Inc. May 2009 - June 2010
Proft For Governor April 2009 - February 2010
Citadel Solutions LLC September 2008 - April 2009
Citadel Solutions LLC November 2007 - April 2009
Bear Stearns August 2002 - October 2007
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Analytical Finance, Accounting
Illinois Institute of Technology 1997 — 2000
MS, Manufacturing Engineering
Northwestern University 1991 — 1995
BS, Mechanical Engineering
Benet Academy 1987 — 1991
St. Michael's Wheaton 1978 — 1987
London Business School
Kirenaga June 2013 - Present
UnsungMusicalsCo. Inc. April 2013 - Present
Cognitive Assessment Services, Inc. 2004 - Present
Village of Tuckahoe, NY June 2012 - Present
Credit Suisse June 2010 - June 2013
Barefoot Consulting, Inc. May 2009 - June 2010
Proft For Governor April 2009 - February 2010
Citadel Solutions LLC September 2008 - April 2009
Citadel Solutions LLC November 2007 - April 2009
Bear Stearns August 2002 - October 2007
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Analytical Finance, Accounting
Illinois Institute of Technology 1997 — 2000
MS, Manufacturing Engineering
Northwestern University 1991 — 1995
BS, Mechanical Engineering
Benet Academy 1987 — 1991
St. Michael's Wheaton 1978 — 1987
London Business School
Eric Stubbs Eric Stubbs's Bear Stearns Experience July 2001 - April 2008
Job Senior Portfolio Manager, SVP, Global Tactical Allocation at RBC (Royal Bank of Canada ) Wealth Management
Industry Investment Management
Experience
RBC (Royal Bank of Canada) Wealth Management May 2008 - Present
501(c) 3 March 2007 - Present
Bear Stearns July 2001 - April 2008
HALO 2003 - 2007
Credit Suisse Asset Management 1998 - 2000
Morgan Guaranty Trust 1993 - 1998
PricewaterhouseCoopers 1992 - 1994
State University of NY at Stony Brook January 1990 - May 1992
Skills
Macroeconomics, Econometrics, Risk Management, Portfolio Management, Financial Economics, Asset Management, International Economics, Asset Managment
Education
Harvard University 1983 — 1990
Ph.D., Economics, Finance
University of Toronto 1981 — 1982
M.A., Economics
University of Toronto - University College 1977 — 1981
B.A., Economics
RBC (Royal Bank of Canada) Wealth Management May 2008 - Present
501(c) 3 March 2007 - Present
Bear Stearns July 2001 - April 2008
HALO 2003 - 2007
Credit Suisse Asset Management 1998 - 2000
Morgan Guaranty Trust 1993 - 1998
PricewaterhouseCoopers 1992 - 1994
State University of NY at Stony Brook January 1990 - May 1992
Skills
Macroeconomics, Econometrics, Risk Management, Portfolio Management, Financial Economics, Asset Management, International Economics, Asset Managment
Education
Harvard University 1983 — 1990
Ph.D., Economics, Finance
University of Toronto 1981 — 1982
M.A., Economics
University of Toronto - University College 1977 — 1981
B.A., Economics
Nathan Low's Bear Stearns Experience 1987 - 1989
Job IBM AlphaZone HighTech Accelerator, IBM HQ Israel
Industry Financial Services
Experience
IBM AlphaZone Hightech Accelerator January 2014 - Present
Sunrise Securities Corp. 1992 - Present
Prudential Securities 1989 - 1990
bear stearns 1987 - 1989
salomon brothers inc 1985 - 1987
Skills
Asset Management, Investments, Mergers & Acquisitions, Corporate Finance, Entrepreneurship, Portfolio Management, Due Diligence, Strategy, Business Strategy, Strategic Planning, Business Development, Venture Capital, Private Equity, Investment Banking, Asset Managment, Derivatives, Event Planning, Financial Modeling, Financial Services, Marketing, Marketing Strategy, Mergers, Mergers, Public Speaking, Real Estate, Social Media, Trading
Education
harvard college 1978 — 1982
AB, cum laude
Harvard University
A.B., history and literature
IBM AlphaZone Hightech Accelerator January 2014 - Present
Sunrise Securities Corp. 1992 - Present
Prudential Securities 1989 - 1990
bear stearns 1987 - 1989
salomon brothers inc 1985 - 1987
Skills
Asset Management, Investments, Mergers & Acquisitions, Corporate Finance, Entrepreneurship, Portfolio Management, Due Diligence, Strategy, Business Strategy, Strategic Planning, Business Development, Venture Capital, Private Equity, Investment Banking, Asset Managment, Derivatives, Event Planning, Financial Modeling, Financial Services, Marketing, Marketing Strategy, Mergers, Mergers, Public Speaking, Real Estate, Social Media, Trading
Education
harvard college 1978 — 1982
AB, cum laude
Harvard University
A.B., history and literature
Derek Skeen's Bear Stearns Experience 1997 - 2000
Job SEO & Social Media Specialist at Boston Web Marketing
Industry Marketing and Advertising
Experience
Boston Web Marketing 2013 - Present
DwellAgent.com January 2011 - January 2012
Captain/ Crew, Super-Yachts 1988 - 2011
Festiva Resorts 2007 - 2008
Bear Stearns 1997 - 2000
Skills
Microsoft Office, Microsoft Excel, Google Docs, Sales, Online Marketing, PowerPoint, Selling, Google Apps, Marketing, Training, Social Media Marketing, SFDC, Salesforce.com, Social Media, SEO, Online Advertising, SEM, Blogging, Email Marketing, Web Analytics, Lead Generation
Education
Harvard University 1992 — 1996
Brookline High School
Boston Web Marketing 2013 - Present
DwellAgent.com January 2011 - January 2012
Captain/ Crew, Super-Yachts 1988 - 2011
Festiva Resorts 2007 - 2008
Bear Stearns 1997 - 2000
Skills
Microsoft Office, Microsoft Excel, Google Docs, Sales, Online Marketing, PowerPoint, Selling, Google Apps, Marketing, Training, Social Media Marketing, SFDC, Salesforce.com, Social Media, SEO, Online Advertising, SEM, Blogging, Email Marketing, Web Analytics, Lead Generation
Education
Harvard University 1992 — 1996
Brookline High School
Peter Greer's Bear Stearns Experience October 1979 - March 2005
Job preserving farmland/eco development/not for profit investment advice
Industry Health, Wellness and Fitness
Experience
Breathe Deep Partners May 2011 - Present
Jacobs Pillow Dance Festival 2001 - 2011
Jacobs Pillow Dance Festival 2000 - 2011
Bear Stearns October 1979 - March 2005
Skills
Real Estate, Hedge Funds, Investments, Management, Marketing Strategy, Nonprofits, Entrepreneurship
Education
Bear Stearns and Co 1979 — 2005
psd ( see Ace Greenberg)
Hobart and William Smith Colleges 1973 — 1977
horace mann
Breathe Deep Partners May 2011 - Present
Jacobs Pillow Dance Festival 2001 - 2011
Jacobs Pillow Dance Festival 2000 - 2011
Bear Stearns October 1979 - March 2005
Skills
Real Estate, Hedge Funds, Investments, Management, Marketing Strategy, Nonprofits, Entrepreneurship
Education
Bear Stearns and Co 1979 — 2005
psd ( see Ace Greenberg)
Hobart and William Smith Colleges 1973 — 1977
horace mann
Pathik Paul Pathik Paul's Bear Stearns Experience 2006 - 2009
Job Vice President
Industry Computer Software
Experience
JP Morgan Chase July 2010 - Present
Citi June 2009 - July 2010
Bear Stearns 2006 - 2009
North Western Mutual Life 1993 - 1994
Education
University of Wisconsin-Milwaukee 1998 — 1999
MBA, International Business
Indian Institute of Technology, Kharagpur 1986 — 1990
BTech, Computer Science
JP Morgan Chase July 2010 - Present
Citi June 2009 - July 2010
Bear Stearns 2006 - 2009
North Western Mutual Life 1993 - 1994
Education
University of Wisconsin-Milwaukee 1998 — 1999
MBA, International Business
Indian Institute of Technology, Kharagpur 1986 — 1990
BTech, Computer Science
Andy Lesher Andy Lesher's Bear Stearns Experience February 2007 - December 2007
Job Vice President Residential Lending at Cross Country Mortgage
Industry Financial Services
Experience
Cross Country Mortgage August 2015 - Present
Academy Mortgage Corporation October 2014 - August 2015
Midwest Community Bank August 2012 - September 2014
BOA August 2011 - August 2012
Integra Mortgage Corp. January 2011 - August 2011
American Bank & Trust April 2009 - January 2011
D&G Mortgage Group, Inc. November 2008 - March 2009
GC Lending February 2008 - November 2008
Bear Stearns February 2007 - December 2007
Encore Credit Corp. August 2002 - February 2007
Skills
Mortgage Lending, Refinance, Mortgage Banking, Business Development, Credit, FHA, FHA financing, Finance, Investment Properties, Loan Origination, Loans, Loss Mitigation, Sales, VA loans, Mortgage Underwriting, Residential Mortgages, USDA, Construction Loans, Home Equity Loans, Reverse Mortgages, VA Loans, FHA Financing
Education
Illinois State University 1996 — 1998
Iowa Wesleyan 1995 — 1996
Cross Country Mortgage August 2015 - Present
Academy Mortgage Corporation October 2014 - August 2015
Midwest Community Bank August 2012 - September 2014
BOA August 2011 - August 2012
Integra Mortgage Corp. January 2011 - August 2011
American Bank & Trust April 2009 - January 2011
D&G Mortgage Group, Inc. November 2008 - March 2009
GC Lending February 2008 - November 2008
Bear Stearns February 2007 - December 2007
Encore Credit Corp. August 2002 - February 2007
Skills
Mortgage Lending, Refinance, Mortgage Banking, Business Development, Credit, FHA, FHA financing, Finance, Investment Properties, Loan Origination, Loans, Loss Mitigation, Sales, VA loans, Mortgage Underwriting, Residential Mortgages, USDA, Construction Loans, Home Equity Loans, Reverse Mortgages, VA Loans, FHA Financing
Education
Illinois State University 1996 — 1998
Iowa Wesleyan 1995 — 1996
Marsha Nar Marsha Nar's Bear Stearns Experience June 2001 - July 2004
Job Associate, Operations Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2010 - July 2012
Goldman Sachs July 2004 - August 2010
Goldman Sachs December 2006 - March 2010
Bear Stearns June 2001 - July 2004
Skills
Client Relations Skills, Equities, Securities, Derivatives, Investment Banking, Middle Office, Capital Markets, Bloomberg, Fixed Income, Settlement, Equity Derivatives, Hedge Funds, Emerging Markets, Trading Systems, Prime Brokerage
Education
Hofstra University 1997 — 2001
Bachelor's degree, International Business
Goldman Sachs March 2010 - July 2012
Goldman Sachs July 2004 - August 2010
Goldman Sachs December 2006 - March 2010
Bear Stearns June 2001 - July 2004
Skills
Client Relations Skills, Equities, Securities, Derivatives, Investment Banking, Middle Office, Capital Markets, Bloomberg, Fixed Income, Settlement, Equity Derivatives, Hedge Funds, Emerging Markets, Trading Systems, Prime Brokerage
Education
Hofstra University 1997 — 2001
Bachelor's degree, International Business
Lindsey Lerner Lindsey Lerner's Bear Stearns Experience July 2004 - August 2007
Job Finance Manager at PepsiCo
Industry Consumer Goods
Experience
PepsiCo February 2015 - Present
PepsiCo January 2014 - February 2015
PepsiCo August 2012 - January 2014
Mars June 2011 - August 2011
Aon Benfield September 2007 - May 2010
Bear Stearns July 2004 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Accounting, Finance, Analytical Finance
Harvard University 2000 — 2004
AB, History
PepsiCo February 2015 - Present
PepsiCo January 2014 - February 2015
PepsiCo August 2012 - January 2014
Mars June 2011 - August 2011
Aon Benfield September 2007 - May 2010
Bear Stearns July 2004 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Accounting, Finance, Analytical Finance
Harvard University 2000 — 2004
AB, History
Dan Gofman's Bear Stearns Experience 2007 - 2008
Job Vice President at Cain Brothers
Industry Financial Services
Experience
Cain Brothers 2014 - Present
Cain Brothers 2013 - 2014
Serrado Capital 2011 - 2013
Barclays Capital 2010 - 2011
Barclays Capital 2008 - 2010
Bear Stearns 2007 - 2008
Skills
Valuation, Value Investing, Growth Investing, Long/Short Equity, Fundraising, Controllers, Financial Advisory, Investment Advisory, Healthcare, Investment Banking, Equities, Leveraged Finance, LBO, Capital Markets, Bloomberg, Due Diligence
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA
Indiana University - Kelley School of Business 2002 — 2005
BS, Finance / Accounting
Cain Brothers 2014 - Present
Cain Brothers 2013 - 2014
Serrado Capital 2011 - 2013
Barclays Capital 2010 - 2011
Barclays Capital 2008 - 2010
Bear Stearns 2007 - 2008
Skills
Valuation, Value Investing, Growth Investing, Long/Short Equity, Fundraising, Controllers, Financial Advisory, Investment Advisory, Healthcare, Investment Banking, Equities, Leveraged Finance, LBO, Capital Markets, Bloomberg, Due Diligence
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA
Indiana University - Kelley School of Business 2002 — 2005
BS, Finance / Accounting
Richard Stoyeck Richard Stoyeck's Bear Stearns Experience 1981 - 1985
Job Managing Partner at Rockefeller Capital Partners
Industry Investment Management
Experience
Stocks at Bottom 1995 - Present
Rockefeller Capital Partners 1995 - Present
Bear Stearns 1981 - 1985
Lehman Brothers 1978 - 1981
Education
Harvard University
C.S.S., Management & Finance
New York University
Professional Certification, Investment Banking
Pace University - Lubin School of Business
B.A., Public Accounting
Stocks at Bottom 1995 - Present
Rockefeller Capital Partners 1995 - Present
Bear Stearns 1981 - 1985
Lehman Brothers 1978 - 1981
Education
Harvard University
C.S.S., Management & Finance
New York University
Professional Certification, Investment Banking
Pace University - Lubin School of Business
B.A., Public Accounting
Samantha Mirzoeff's Bear Stearns Experience July 2007 - August 2007
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities July 2008 - Present
Bear Stearns July 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Equities, Structured Products, Sales, Customer Satisfaction, Derivatives, Investments, Fixed Income, Bloomberg, Marketing Strategy, Marketing, Equity Derivatives, Capital Markets, Alternative Investments, Options, Data Analysis
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science, Mathematics
University of Sydney 2007 — 2007
Hofstra University 2003 — 2004
Wells Fargo Securities July 2008 - Present
Bear Stearns July 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Equities, Structured Products, Sales, Customer Satisfaction, Derivatives, Investments, Fixed Income, Bloomberg, Marketing Strategy, Marketing, Equity Derivatives, Capital Markets, Alternative Investments, Options, Data Analysis
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science, Mathematics
University of Sydney 2007 — 2007
Hofstra University 2003 — 2004
Sayak Mukherjee Sayak Mukherjee's Bear Stearns Experience March 2006 - February 2008
Job Manager Financial Services Advisory at EY
Industry Financial Services
Experience
EY August 2013 - Present
Ernst & Young August 2010 - August 2013
Kelley School of Business August 2008 - May 2010
FINO May 2009 - July 2009
Tata Consultancy Services August 2004 - July 2008
Bear Stearns March 2006 - February 2008
Skills
Regulatory Reporting, Electronic Trading, IT Outsourcing, Spreadsheet Modeling, SEC regulations, Financial Crime, FIX, Risk Assessment, Microfinance, AML, SEC compliance, Financial Modeling, Spreadsheets, Financial Services, Analytics, Equities, Fixed Income, Capital Markets, Analysis, Process Improvement, Strategy, SEC, Risk Management
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Finance, Operations & Decision Sciences
Visvesvaraya National Institute of Technology 2000 — 2004
Bachelor of Engineering, Computer Science & Engineering
EY August 2013 - Present
Ernst & Young August 2010 - August 2013
Kelley School of Business August 2008 - May 2010
FINO May 2009 - July 2009
Tata Consultancy Services August 2004 - July 2008
Bear Stearns March 2006 - February 2008
Skills
Regulatory Reporting, Electronic Trading, IT Outsourcing, Spreadsheet Modeling, SEC regulations, Financial Crime, FIX, Risk Assessment, Microfinance, AML, SEC compliance, Financial Modeling, Spreadsheets, Financial Services, Analytics, Equities, Fixed Income, Capital Markets, Analysis, Process Improvement, Strategy, SEC, Risk Management
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Finance, Operations & Decision Sciences
Visvesvaraya National Institute of Technology 2000 — 2004
Bachelor of Engineering, Computer Science & Engineering
K. Balasubramanian, Ph.D., FRM K. Balasubramanian, Ph.D., FRM's Bear Stearns Experience 2005 - 2008
Job Enterprise Risk Services Valuation and Modeling at Deloitte
Industry Financial Services
Experience
Deloitte 2013 - Present
Nomura Securities 2011 - 2013
Accenture 2010 - 2011
K B Risk Advisors 2008 - 2010
Bear Stearns 2005 - 2008
RBC Capital Markets 2003 - 2005
Morgan Stanley 2001 - 2003
Nomura July 1997 - July 2000
NatWest Markets 1996 - 1997
Chemical Securities 1994 - 1996
Skills
Derivatives, Market Risk, Fixed Income, Risk Management, Equities, Financial Risk, Hedge Funds, Options, Portfolio Management, Credit Risk, Strategy, Analytics, Financial Services, Prime Brokerage, Securities, Project Management, Management, VAR, Leadership, Quality Assurance, Enterprise Risk..., Stress Testing, Capital Markets, Trading Systems, Equity Derivatives, Banking
Education
Princeton University 1984 — 1990
Ph. D., Computer Science
Indian Institute of Technology, Bombay 1980 — 1984
Bachelor of Technology (B.Tech.), Computer Science
Kendriya Vidyalaya 1973 — 1980
Deloitte 2013 - Present
Nomura Securities 2011 - 2013
Accenture 2010 - 2011
K B Risk Advisors 2008 - 2010
Bear Stearns 2005 - 2008
RBC Capital Markets 2003 - 2005
Morgan Stanley 2001 - 2003
Nomura July 1997 - July 2000
NatWest Markets 1996 - 1997
Chemical Securities 1994 - 1996
Skills
Derivatives, Market Risk, Fixed Income, Risk Management, Equities, Financial Risk, Hedge Funds, Options, Portfolio Management, Credit Risk, Strategy, Analytics, Financial Services, Prime Brokerage, Securities, Project Management, Management, VAR, Leadership, Quality Assurance, Enterprise Risk..., Stress Testing, Capital Markets, Trading Systems, Equity Derivatives, Banking
Education
Princeton University 1984 — 1990
Ph. D., Computer Science
Indian Institute of Technology, Bombay 1980 — 1984
Bachelor of Technology (B.Tech.), Computer Science
Kendriya Vidyalaya 1973 — 1980
Subhra Bhattacharya Subhra Bhattacharya's Bear Stearns Experience 2003 - 2005
Job Vice President at Instinet Incorporated
Industry Computer Software
Experience
Instinet Incorporated February 2013 - Present
Building Community Bridges September 2013 - 2014
MarketAxess March 2010 - February 2013
JSTOR February 2007 - February 2010
Citigroup 2006 - 2006
Lehman Brothers 2005 - 2006
Bear Stearns 2003 - 2005
Goldman Sachs 2001 - 2003
Skills
Electronic Trading, JMS, Trading, Market Data, Credit Derivatives, XML, Trading Systems, Distributed Systems
Education
Stevens Institute of Technology 1996 — 2000
M.S., Computer Science
Indian Institute of Technology, Kharagpur 1987 — 1991
B. Tech. (Hons.), Aerospace Engineering
Calcutta Boys School
ICSE & ISC
Instinet Incorporated February 2013 - Present
Building Community Bridges September 2013 - 2014
MarketAxess March 2010 - February 2013
JSTOR February 2007 - February 2010
Citigroup 2006 - 2006
Lehman Brothers 2005 - 2006
Bear Stearns 2003 - 2005
Goldman Sachs 2001 - 2003
Skills
Electronic Trading, JMS, Trading, Market Data, Credit Derivatives, XML, Trading Systems, Distributed Systems
Education
Stevens Institute of Technology 1996 — 2000
M.S., Computer Science
Indian Institute of Technology, Kharagpur 1987 — 1991
B. Tech. (Hons.), Aerospace Engineering
Calcutta Boys School
ICSE & ISC
Bijendra Vishal's Bear Stearns Experience December 2005 - June 2007
Job Strategist at Global Atlantic Financial Group Limited
Industry Investment Banking
Experience
Global Atlantic Financial Group Limited June 2014 - Present
Goldman Sachs December 2009 - June 2014
Clinton Group June 2007 - December 2009
Bear Stearns December 2005 - June 2007
Inria April 2001 - July 2001
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Quantitative Finance
Indian Institute of Technology, Kanpur 1998 — 2002
B. Tech, Computer Science
The Ohio State University 2003 — 2005
MS, Computer Science
Global Atlantic Financial Group Limited June 2014 - Present
Goldman Sachs December 2009 - June 2014
Clinton Group June 2007 - December 2009
Bear Stearns December 2005 - June 2007
Inria April 2001 - July 2001
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Quantitative Finance
Indian Institute of Technology, Kanpur 1998 — 2002
B. Tech, Computer Science
The Ohio State University 2003 — 2005
MS, Computer Science
Bob Desmond Bob Desmond's Bear Stearns Experience 1986 - 1988
Job Director: Fixed Income Sales at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group June 2011 - Present
Stone & Youngberg December 2008 - June 2011
Barclays Capital June 2006 - November 2008
Deutsche Bank Securities January 2000 - June 2006
Deutsche Bank 2000 - 2006
Goldman Sachs 1988 - 2000
Bear Stearns 1986 - 1988
Skills
Fixed Income, Trading, Hedge Funds, Series 7, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, FINRA, Investments, Portfolio Management
Education
The University of Chicago Booth School of Business 1992 — 1997
MBA, Management
Indiana University - Kelley School of Business 1982 — 1986
BS, Finance
Barrington High School 1978 — 1982
Susquehanna International Group June 2011 - Present
Stone & Youngberg December 2008 - June 2011
Barclays Capital June 2006 - November 2008
Deutsche Bank Securities January 2000 - June 2006
Deutsche Bank 2000 - 2006
Goldman Sachs 1988 - 2000
Bear Stearns 1986 - 1988
Skills
Fixed Income, Trading, Hedge Funds, Series 7, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, FINRA, Investments, Portfolio Management
Education
The University of Chicago Booth School of Business 1992 — 1997
MBA, Management
Indiana University - Kelley School of Business 1982 — 1986
BS, Finance
Barrington High School 1978 — 1982
Christopher Schelling, CAIA's Bear Stearns Experience January 2004 - March 2004
Job
Industry Financial Services
Experience
Texas Municipal Retirement January 2015 - Present
University of Kentucky January 2013 - December 2014
Kentucky Retirement Systems September 2011 - December 2014
Mercer Investment Consulting December 2009 - August 2011
Thomson Reuters April 2004 - December 2009
Bear Stearns January 2004 - March 2004
CALAMOS INVESTMENTS April 2002 - January 2004
American Express Financial Advisors June 2001 - September 2001
Neumann Homes August 1999 - May 2000
Skills
Investments, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Pension Funds, Asset Management, Derivatives, Options, Strategy, Equities, Quantitative Research, Asset Managment, Finance, Financial Risk, Due Diligence, Private Equity, Quantitative Analytics, Financial Modeling, Portfolio Management, Investment Management
Education
Illinois Institute of Technology 2004 — 2006
MS
University of Illinois at Chicago 2000 — 2001
MBA
University of Illinois at Urbana-Champaign 1994 — 1998
BS
Marmion Academy
Texas Municipal Retirement January 2015 - Present
University of Kentucky January 2013 - December 2014
Kentucky Retirement Systems September 2011 - December 2014
Mercer Investment Consulting December 2009 - August 2011
Thomson Reuters April 2004 - December 2009
Bear Stearns January 2004 - March 2004
CALAMOS INVESTMENTS April 2002 - January 2004
American Express Financial Advisors June 2001 - September 2001
Neumann Homes August 1999 - May 2000
Skills
Investments, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Pension Funds, Asset Management, Derivatives, Options, Strategy, Equities, Quantitative Research, Asset Managment, Finance, Financial Risk, Due Diligence, Private Equity, Quantitative Analytics, Financial Modeling, Portfolio Management, Investment Management
Education
Illinois Institute of Technology 2004 — 2006
MS
University of Illinois at Chicago 2000 — 2001
MBA
University of Illinois at Urbana-Champaign 1994 — 1998
BS
Marmion Academy
Ellen A. Martino, PMP's Bear Stearns Experience 1988 - 1990
Job Vice President, IT Project Manager at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management January 1999 - Present
EGS Partners, LLC 1990 - 1998
Bear Stearns 1988 - 1990
Skills
Hedge Funds, Portfolio Management, Equities, Securities, Financial Services, Asset Management, Asset Managment, Business Analysis, Middle Office, Project Management, Mutual Funds, Sybase, Back Office, Change Management, SDLC, Visio, Requirements Gathering, Disaster Recovery, Market Data, Finance, Series 7, Series 63, Business Process..., Investment Management, SQL, Databases, Autosys, Process Improvement
Education
Hofstra University 1984 — 1988
Bachelor's Degree, Major: Finance Minor: Business Computer Information Systems, Dean's List
Lazard Asset Management January 1999 - Present
EGS Partners, LLC 1990 - 1998
Bear Stearns 1988 - 1990
Skills
Hedge Funds, Portfolio Management, Equities, Securities, Financial Services, Asset Management, Asset Managment, Business Analysis, Middle Office, Project Management, Mutual Funds, Sybase, Back Office, Change Management, SDLC, Visio, Requirements Gathering, Disaster Recovery, Market Data, Finance, Series 7, Series 63, Business Process..., Investment Management, SQL, Databases, Autosys, Process Improvement
Education
Hofstra University 1984 — 1988
Bachelor's Degree, Major: Finance Minor: Business Computer Information Systems, Dean's List
Robert Oden Robert Oden's Bear Stearns Experience 1997 - 2006
Job Executive Vice President at United States Solar Corporation
Industry Financial Services
Experience
Structured Finance Associates, LLC 2014 - 2014
ECRO Partners / Bright Energy Partners 2013 - 2014
American Capital Energy 2011 - 2012
EcoSecurities 2007 - 2010
Bear Stearns 1997 - 2006
JP Morgan Investment Management 1996 - 1997
Skills
Renewable Energy, Entrepreneurship, Energy, Strategy, Project Finance, Tax Credit Financing, Project Management, Due Diligence, Financial Modeling, Carbon, Venture Capital, Contract Negotiation, Solar Energy, Business Development, Investments, Finance, Financial Structuring
Education
Harvard University 1989 — 1993
Hanover High School
New York University - Leonard N. Stern School of Business
Structured Finance Associates, LLC 2014 - 2014
ECRO Partners / Bright Energy Partners 2013 - 2014
American Capital Energy 2011 - 2012
EcoSecurities 2007 - 2010
Bear Stearns 1997 - 2006
JP Morgan Investment Management 1996 - 1997
Skills
Renewable Energy, Entrepreneurship, Energy, Strategy, Project Finance, Tax Credit Financing, Project Management, Due Diligence, Financial Modeling, Carbon, Venture Capital, Contract Negotiation, Solar Energy, Business Development, Investments, Finance, Financial Structuring
Education
Harvard University 1989 — 1993
Hanover High School
New York University - Leonard N. Stern School of Business
Bill Radin's Bear Stearns Experience May 2005 - November 2006
Job Director, Compliance at Commerzbank AG
Industry Financial Services
Experience
Commerzbank AG March 2015 - Present
Commerzbank AG April 2013 - March 2015
HSBC January 2012 - April 2013
Citigroup June 2009 - January 2012
Citigroup January 2008 - June 2009
Citigroup November 2006 - January 2008
Bear Stearns May 2005 - November 2006
Law Office of Leslie Tenzer, Esq March 2005 - May 2005
General Counsel, Hofstra University May 2004 - February 2005
Sanders, Sanders, Block & Woycik August 2003 - January 2004
Skills
OFAC, Project Management, USA PATRIOT Act, Investigation, Bank Secrecy Act, Risk Assessment, KYC, Contract Law, AML, Due Diligence
Education
Maurice A. Deane School of Law at Hofstra University 2002 — 2005
JD
Hofstra University 1998 — 2001
BA
Commerzbank AG March 2015 - Present
Commerzbank AG April 2013 - March 2015
HSBC January 2012 - April 2013
Citigroup June 2009 - January 2012
Citigroup January 2008 - June 2009
Citigroup November 2006 - January 2008
Bear Stearns May 2005 - November 2006
Law Office of Leslie Tenzer, Esq March 2005 - May 2005
General Counsel, Hofstra University May 2004 - February 2005
Sanders, Sanders, Block & Woycik August 2003 - January 2004
Skills
OFAC, Project Management, USA PATRIOT Act, Investigation, Bank Secrecy Act, Risk Assessment, KYC, Contract Law, AML, Due Diligence
Education
Maurice A. Deane School of Law at Hofstra University 2002 — 2005
JD
Hofstra University 1998 — 2001
BA
Scott Apicella Scott Apicella's Bear Stearns Experience 1985 - 1989
Job Vice President
Industry Financial Services
Experience
J.P. Morgan September 2010 - Present
CIT Group Inc. November 2007 - September 2010
Merrill Lynch July 2000 - November 2007
EDS, an HP company 1997 - 2000
Bear Stearns 1985 - 1989
Skills
SDLC, Outsourcing, ITIL, Offshoring, IT Strategy, PMP, PMO, Risk Management, Financial Services, Relationship Management, Business Analysis, Portfolio Management, Vendor Management, Process Improvement, Asset Managment
Education
Hofstra University 1984 — 1985
BBA, Business Computer Information Systems
Hofstra University
J.P. Morgan September 2010 - Present
CIT Group Inc. November 2007 - September 2010
Merrill Lynch July 2000 - November 2007
EDS, an HP company 1997 - 2000
Bear Stearns 1985 - 1989
Skills
SDLC, Outsourcing, ITIL, Offshoring, IT Strategy, PMP, PMO, Risk Management, Financial Services, Relationship Management, Business Analysis, Portfolio Management, Vendor Management, Process Improvement, Asset Managment
Education
Hofstra University 1984 — 1985
BBA, Business Computer Information Systems
Hofstra University
Rebecca Harris's Bear Stearns Experience October 2006 - July 2008
Job Senior Planner
Industry Marketing and Advertising
Experience
Crispin Porter + Bogusky January 2015 - Present
TBWA Chiat Day April 2010 - December 2014
Nike March 2010 - April 2010
YAP Films July 2008 - December 2008
The Passage Homeless Shelter July 2008 - December 2008
Bear Stearns October 2006 - July 2008
SMT Consulting October 2005 - June 2006
Boona Baana Centre for Children's Rights January 2004 - June 2004
Skills
Digital Strategy, Strategy, Competitive Analysis, Customer Insight, Quantitative Research, Creative Strategy, Strategic Planning, Qualitative Research, Marketing Strategy, Advertising, Social Media, Brand Development, Digital Marketing, Interactive Marketing, Social Media Marketing, Integrated Marketing, Digital Media, Interactive Advertising
Education
Miami Ad School 2009 — 2010
Account Planning Boot Camp
International School of Drawing, Painting and Sculpture, Montecastello, Italy 2009 — 2009
Oil painting and charcoal drawing
University of St. Andrews 2004 — 2005
MLitt, History
Haverford College 1999 — 2003
B.A., History / Economics
Valley Catholic High School 1996 — 1999
Crispin Porter + Bogusky January 2015 - Present
TBWA Chiat Day April 2010 - December 2014
Nike March 2010 - April 2010
YAP Films July 2008 - December 2008
The Passage Homeless Shelter July 2008 - December 2008
Bear Stearns October 2006 - July 2008
SMT Consulting October 2005 - June 2006
Boona Baana Centre for Children's Rights January 2004 - June 2004
Skills
Digital Strategy, Strategy, Competitive Analysis, Customer Insight, Quantitative Research, Creative Strategy, Strategic Planning, Qualitative Research, Marketing Strategy, Advertising, Social Media, Brand Development, Digital Marketing, Interactive Marketing, Social Media Marketing, Integrated Marketing, Digital Media, Interactive Advertising
Education
Miami Ad School 2009 — 2010
Account Planning Boot Camp
International School of Drawing, Painting and Sculpture, Montecastello, Italy 2009 — 2009
Oil painting and charcoal drawing
University of St. Andrews 2004 — 2005
MLitt, History
Haverford College 1999 — 2003
B.A., History / Economics
Valley Catholic High School 1996 — 1999
Kevin Brinkman Kevin Brinkman's Bear Stearns Experience May 2002 - June 2008
Job Principal Trader
Industry Investment Management
Experience
Hudson Street Capital LLC January 2014 - Present
Citi June 2008 - January 2014
Bear Stearns May 2002 - June 2008
ABN AMRO Bank N.V. May 1992 - May 2002
Education
Illinois Institute of Technology 1994 — 1996
Master of Science (M.S.), Finance, General
Northern Illinois University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Hudson Street Capital LLC January 2014 - Present
Citi June 2008 - January 2014
Bear Stearns May 2002 - June 2008
ABN AMRO Bank N.V. May 1992 - May 2002
Education
Illinois Institute of Technology 1994 — 1996
Master of Science (M.S.), Finance, General
Northern Illinois University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Edwin Chapman Jr. Edwin Chapman Jr.'s Bear Stearns Experience June 2001 - May 2002
Job Vice President General Industrials Group at Nomura Securities
Industry Financial Services
Experience
Nomura Securities July 2014 - Present
Teneo Capital April 2012 - July 2014
Dahlman Rose & Co. March 2011 - March 2012
Jefferies & Co. November 2004 - February 2011
Calyon Securities August 2002 - November 2004
Bear Stearns June 2001 - May 2002
Education
Howard University 1997 — 2001
BBA, Finance (Magna Cum Laude)
Nomura Securities July 2014 - Present
Teneo Capital April 2012 - July 2014
Dahlman Rose & Co. March 2011 - March 2012
Jefferies & Co. November 2004 - February 2011
Calyon Securities August 2002 - November 2004
Bear Stearns June 2001 - May 2002
Education
Howard University 1997 — 2001
BBA, Finance (Magna Cum Laude)
Christopher Louis's Bear Stearns Experience August 2001 - October 2007
Job Closing Manager at Perl Mortgage
Industry Financial Services
Experience
Perl Mortgage April 2009 - Present
Bear Stearns August 2001 - October 2007
Bear Stearns 2004 - 2006
Encore Credit Corp 2001 - 2003
Skills
Encompass, Windows Vista, Microsoft Excel, PowerPoint, WebEx, PMI Trained, Microsoft Office, FHA, VA, Management, Funding, FHA financing, Sales, Mortgage Underwriting, Underwriting, Banking, Operations Management, Credit, Loan Origination, Training, Residential Mortgages
Education
Illinois State University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
York Community High School
Perl Mortgage April 2009 - Present
Bear Stearns August 2001 - October 2007
Bear Stearns 2004 - 2006
Encore Credit Corp 2001 - 2003
Skills
Encompass, Windows Vista, Microsoft Excel, PowerPoint, WebEx, PMI Trained, Microsoft Office, FHA, VA, Management, Funding, FHA financing, Sales, Mortgage Underwriting, Underwriting, Banking, Operations Management, Credit, Loan Origination, Training, Residential Mortgages
Education
Illinois State University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
York Community High School
Anthony Mazzurco Anthony Mazzurco's Bear Stearns Experience 2004 - 2006
Job Director Distress/Post Reorg Equity Sales and Trading at GMP Securities, LLC
Industry Financial Services
Experience
GMP Securities, LLC March 2006 - Present
Bear Stearns 2004 - 2006
Skills
Trading, Equity Trading, Fixed Income, Hedge Funds, Capital Markets, Equities, Valuation, Equity Research, Financial Markets, Securities, Series 63, Derivatives, Bloomberg, Series 7, Restructuring, Corporate Finance, High Yield
Education
Hofstra University 1995 — 1997
Mahopac
Manhattan College
GMP Securities, LLC March 2006 - Present
Bear Stearns 2004 - 2006
Skills
Trading, Equity Trading, Fixed Income, Hedge Funds, Capital Markets, Equities, Valuation, Equity Research, Financial Markets, Securities, Series 63, Derivatives, Bloomberg, Series 7, Restructuring, Corporate Finance, High Yield
Education
Hofstra University 1995 — 1997
Mahopac
Manhattan College
Joanita Ricketts Joanita Ricketts's Bear Stearns Experience 1999 - 2001
Job
Industry Investment Banking
Experience
MUFG Americas December 2014 - Present
N/A Independent 2012 - December 2014
Canaccord Genuity Inc. 2011 - 2012
Jefferies & Co. 2005 - 2011
Wachovia Bank November 2004 - March 2005
Calyon Securities 2001 - 2004
Bear Stearns 1999 - 2001
Skills
Investment Banking, Valuation, Private Equity, Capital Markets, Financial Modeling, Venture Capital, Equities, Corporate Development, Corporate Finance, Private Placements, Emerging Markets, LBO, Due Diligence, Hedge Funds, IPO
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS)
Howard University 1996 — 1999
BBA (magna cum laude)
MUFG Americas December 2014 - Present
N/A Independent 2012 - December 2014
Canaccord Genuity Inc. 2011 - 2012
Jefferies & Co. 2005 - 2011
Wachovia Bank November 2004 - March 2005
Calyon Securities 2001 - 2004
Bear Stearns 1999 - 2001
Skills
Investment Banking, Valuation, Private Equity, Capital Markets, Financial Modeling, Venture Capital, Equities, Corporate Development, Corporate Finance, Private Placements, Emerging Markets, LBO, Due Diligence, Hedge Funds, IPO
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS)
Howard University 1996 — 1999
BBA (magna cum laude)
Alessa Renda Alessa Renda's Bear Stearns Experience May 2006 - August 2006
Job HR Operations Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2010 - Present
Grant Thornton LLP October 2008 - August 2010
UPS September 2007 - August 2008
Hofstra University October 2004 - May 2008
Grant Thornton LLP June 2007 - August 2007
Bear Stearns May 2006 - August 2006
Skills
Accounting, Auditing, GAAP, SEC filings, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Internal Controls, CPA, Internal Audit, Financial Statements, Financial Modeling, External Audit, Tax, Microsoft Excel, Due Diligence, QuickBooks, Managerial Finance
Education
Hofstra University 2004 — 2008
BBA, Accounting
Grant Thornton LLP August 2010 - Present
Grant Thornton LLP October 2008 - August 2010
UPS September 2007 - August 2008
Hofstra University October 2004 - May 2008
Grant Thornton LLP June 2007 - August 2007
Bear Stearns May 2006 - August 2006
Skills
Accounting, Auditing, GAAP, SEC filings, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Internal Controls, CPA, Internal Audit, Financial Statements, Financial Modeling, External Audit, Tax, Microsoft Excel, Due Diligence, QuickBooks, Managerial Finance
Education
Hofstra University 2004 — 2008
BBA, Accounting
Scott Turco Scott Turco's Bear Stearns Experience June 2001 - November 2002
Job Investment Professional
Industry Investment Management
Experience
Goldman Sachs Asset Management - Private Credit Group DirectorTHL Credit, Inc.January 2008 - April 2013
Gabelli Asset Management December 2002 - December 2005
Bear Stearns June 2001 - November 2002
Skills
Private Equity, Valuation, LBO, Financial Modeling, Investment Banking, Corporate Finance, Equities, Hedge Funds, Due Diligence, Investments, Capital Markets, Leveraged Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
BA
Phillips Academy Andover
Goldman Sachs Asset Management - Private Credit Group DirectorTHL Credit, Inc.January 2008 - April 2013
Gabelli Asset Management December 2002 - December 2005
Bear Stearns June 2001 - November 2002
Skills
Private Equity, Valuation, LBO, Financial Modeling, Investment Banking, Corporate Finance, Equities, Hedge Funds, Due Diligence, Investments, Capital Markets, Leveraged Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
BA
Phillips Academy Andover
Elmar Trust Elmar Trust's Bear Stearns Experience July 2007 - June 2008
Job Manager Merchandising Strategy & Ancillaries
Industry Airlines/Aviation
Experience
Delta Air Lines October 2014 - Present
Delta Air Lines July 2013 - September 2014
Delta Air Lines June 2012 - June 2013
Kenan-Flagler Business School July 2010 - May 2012
Procter & Gamble May 2011 - August 2011
Strategic Ventures and Research August 2009 - May 2010
Coastal Development June 2008 - June 2009
Bear Stearns July 2007 - June 2008
Skills
Financial Modeling, Valuation, Competitive Analysis, Business Strategy, Strategy, Financial Analysis, Corporate Finance, Data Analysis, Due Diligence, Bloomberg, Analytics, Investments, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, General Management
Haverford College 2003 — 2007
Bachelor's, Economics
Friends School of Baltimore 1990 — 2003
Delta Air Lines October 2014 - Present
Delta Air Lines July 2013 - September 2014
Delta Air Lines June 2012 - June 2013
Kenan-Flagler Business School July 2010 - May 2012
Procter & Gamble May 2011 - August 2011
Strategic Ventures and Research August 2009 - May 2010
Coastal Development June 2008 - June 2009
Bear Stearns July 2007 - June 2008
Skills
Financial Modeling, Valuation, Competitive Analysis, Business Strategy, Strategy, Financial Analysis, Corporate Finance, Data Analysis, Due Diligence, Bloomberg, Analytics, Investments, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, General Management
Haverford College 2003 — 2007
Bachelor's, Economics
Friends School of Baltimore 1990 — 2003
Joseph Lui's Bear Stearns Experience 2005 - 2007
Job Experienced Product Development Executive – Autonomous Systems | IoT | Cloud Services | Wireless | Consumer Electronics
Industry Consumer Electronics
Experience
Caterpillar Inc. 2014 - Present
Caterpillar of Canada Corporation 2014 - Present
Lowe's Home Improvement 2012 - 2014
Whirlpool Corporation 2007 - 2012
Bear Stearns 2005 - 2007
Motorola 2002 - 2005
Motorola 1999 - 2002
Motorola Solutions 1996 - 1999
Motorola Solutions 1994 - 1996
Motorola Solutions 1991 - 1994
Education
The University of Chicago - Booth School of Business
EMBA
Virginia Tech
BSEE
Illinois Institute of Technology
MSEE
Caterpillar Inc. 2014 - Present
Caterpillar of Canada Corporation 2014 - Present
Lowe's Home Improvement 2012 - 2014
Whirlpool Corporation 2007 - 2012
Bear Stearns 2005 - 2007
Motorola 2002 - 2005
Motorola 1999 - 2002
Motorola Solutions 1996 - 1999
Motorola Solutions 1994 - 1996
Motorola Solutions 1991 - 1994
Education
The University of Chicago - Booth School of Business
EMBA
Virginia Tech
BSEE
Illinois Institute of Technology
MSEE
Ashish Tilwe's Bear Stearns Experience August 1996 - March 2000
Job Lead Program Manager/BA for RMBS (Rates) at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank October 2013 - Present
Barclays Investment Bank July 2012 - October 2013
Societe Generale March 2011 - June 2012
Barclays Capital 2012 - 2012
Deutsche Bank August 2004 - December 2010
Nuware Technology 1993 - 2005
Federal Farm Credit Bank May 2003 - August 2004
Deutsche Bank July 2001 - May 2003
Vertical Net March 2000 - July 2001
Bear Stearns August 1996 - March 2000
Skills
MBS, Risk, Credit Derivatives, Trading Systems, Fixed Income, Derivatives, Capital Markets, FX Options, Bloomberg, Equity Derivatives, Trading, Swaps, Market Risk, Investment Banking, Options, Equities, Structured Products, Interest Rate..., Prime Brokerage, Electronic Trading, Sybase, Hedge Funds, Financial Markets, Market Data, Financial Risk, Back Office, Emerging Markets, Rates, Team Leadership, Analytics, Business Analysis, Project Management, SDLC
Education
Louisiana State University 1991 — 1993
MS, Computer Science
Louisiana State University 1991 — 1993
MS, Computer Science
Indian Institute of Technology, Bombay 1987 — 1991
B. Tech, Computer Science
SIES College Mumbai 1985 — 1987
HSC, Science
Indian Education Society's English Medium School, Mumbai 1973 — 1985
SSC, English
Deutsche Bank October 2013 - Present
Barclays Investment Bank July 2012 - October 2013
Societe Generale March 2011 - June 2012
Barclays Capital 2012 - 2012
Deutsche Bank August 2004 - December 2010
Nuware Technology 1993 - 2005
Federal Farm Credit Bank May 2003 - August 2004
Deutsche Bank July 2001 - May 2003
Vertical Net March 2000 - July 2001
Bear Stearns August 1996 - March 2000
Skills
MBS, Risk, Credit Derivatives, Trading Systems, Fixed Income, Derivatives, Capital Markets, FX Options, Bloomberg, Equity Derivatives, Trading, Swaps, Market Risk, Investment Banking, Options, Equities, Structured Products, Interest Rate..., Prime Brokerage, Electronic Trading, Sybase, Hedge Funds, Financial Markets, Market Data, Financial Risk, Back Office, Emerging Markets, Rates, Team Leadership, Analytics, Business Analysis, Project Management, SDLC
Education
Louisiana State University 1991 — 1993
MS, Computer Science
Louisiana State University 1991 — 1993
MS, Computer Science
Indian Institute of Technology, Bombay 1987 — 1991
B. Tech, Computer Science
SIES College Mumbai 1985 — 1987
HSC, Science
Indian Education Society's English Medium School, Mumbai 1973 — 1985
SSC, English
Anjali Doshi's Bear Stearns Experience February 2005 - June 2007
Job
Industry Capital Markets
Experience
TIAA CREF March 2014 - Present
Federal Reserve Bank of New York July 2009 - March 2014
IFC - International Finance Corporation 2008 - 2008
Bear Stearns February 2005 - June 2007
Goldman Sachs August 2003 - January 2005
Skills
Emerging Markets, Financial Markets, Investments, Macroeconomics, Financial Modeling
Education
Harvard University, John F. Kennedy School of Government 2007 — 2009
Masters in Public Administration
University of Pennsylvania 1999 — 2003
Bachelor of Arts
TIAA CREF March 2014 - Present
Federal Reserve Bank of New York July 2009 - March 2014
IFC - International Finance Corporation 2008 - 2008
Bear Stearns February 2005 - June 2007
Goldman Sachs August 2003 - January 2005
Skills
Emerging Markets, Financial Markets, Investments, Macroeconomics, Financial Modeling
Education
Harvard University, John F. Kennedy School of Government 2007 — 2009
Masters in Public Administration
University of Pennsylvania 1999 — 2003
Bachelor of Arts
Jeannette Diglio-Wiecks's Bear Stearns Experience 1991 - 2001
Job
Industry Information Technology and Services
Experience
Canon U.S.A., Inc. & Canon Americas Group September 2007 - Present
Corporate Process Optimizers 2003 - 2007
1800flowers.com 2001 - 2003
Bear Stearns 1991 - 2001
Grumman Data Systems 1987 - 1991
Skills
Information Security, Vendor Management, Enterprise Software, Security, Disaster Recovery, Information Technology, Cloud Computing, Data Privacy, IT Strategy, SaaS, Integration, IT Management, ISO 27001, Governance, Program Management, Data Center, Project Management, Process Improvement, HIPAA, SDLC, Business Continuity, Privacy Operations..., Privacy Business, Privacy Law, Management, ITIL, Enterprise Architecture, PCI DSS, Information Security..., Business Process..., Outsourcing, IT Service Management, Risk Management, CRM, Business Analysis, Change Management, Business Process, Solution Selling, Managed Services, Infrastructure, Cross-functional Team..., Business Intelligence, E-commerce, Network Security, Project Portfolio..., Requirements Analysis, Risk Assessment, Security Management, Standards Compliance, Mobile Applications
Education
Hofstra University
MS, Computer Science
Canon U.S.A., Inc. & Canon Americas Group September 2007 - Present
Corporate Process Optimizers 2003 - 2007
1800flowers.com 2001 - 2003
Bear Stearns 1991 - 2001
Grumman Data Systems 1987 - 1991
Skills
Information Security, Vendor Management, Enterprise Software, Security, Disaster Recovery, Information Technology, Cloud Computing, Data Privacy, IT Strategy, SaaS, Integration, IT Management, ISO 27001, Governance, Program Management, Data Center, Project Management, Process Improvement, HIPAA, SDLC, Business Continuity, Privacy Operations..., Privacy Business, Privacy Law, Management, ITIL, Enterprise Architecture, PCI DSS, Information Security..., Business Process..., Outsourcing, IT Service Management, Risk Management, CRM, Business Analysis, Change Management, Business Process, Solution Selling, Managed Services, Infrastructure, Cross-functional Team..., Business Intelligence, E-commerce, Network Security, Project Portfolio..., Requirements Analysis, Risk Assessment, Security Management, Standards Compliance, Mobile Applications
Education
Hofstra University
MS, Computer Science
Bill Heine's Bear Stearns Experience April 2007 - June 2008
Job Microsoft.NET and SQL Server Software Architect | Azure Enthusiast | Agile Inspired | Trading & Financial Industry
Industry Information Technology and Services
Experience
Millennium Trust Company May 2014 - Present
Aquilon Energy Services, Inc. June 2012 - January 2014
JP Morgan Chase May 2010 - June 2012
Peak6 Investments June 2008 - May 2010
Bear Stearns April 2007 - June 2008
Calamos Investments June 2003 - April 2007
Hyperfeed Technologies July 2002 - June 2003
Skills
C#, Software Development, .NET, Agile Methodologies, XML, Microsoft SQL Server, WCF, WPF, SQL, Test Driven Development, T-SQL, C++, JSON, Enterprise Software, ASP.NET, WinForms, Visual Studio, Databases, SDLC, VB.NET, NUnit, Object Oriented Design, TFS, Web Services, SOA, ASP.NET MVC, Subversion, jQuery, JavaScript, AJAX, Visual Basic, Trading, Software Design, Windows Azure, Xamarin, ASP.NET Web API
Education
Illinois Institute of Technology 2000 — 2001
M.S., Computer Science
University of Iowa
B.M., Music
Millennium Trust Company May 2014 - Present
Aquilon Energy Services, Inc. June 2012 - January 2014
JP Morgan Chase May 2010 - June 2012
Peak6 Investments June 2008 - May 2010
Bear Stearns April 2007 - June 2008
Calamos Investments June 2003 - April 2007
Hyperfeed Technologies July 2002 - June 2003
Skills
C#, Software Development, .NET, Agile Methodologies, XML, Microsoft SQL Server, WCF, WPF, SQL, Test Driven Development, T-SQL, C++, JSON, Enterprise Software, ASP.NET, WinForms, Visual Studio, Databases, SDLC, VB.NET, NUnit, Object Oriented Design, TFS, Web Services, SOA, ASP.NET MVC, Subversion, jQuery, JavaScript, AJAX, Visual Basic, Trading, Software Design, Windows Azure, Xamarin, ASP.NET Web API
Education
Illinois Institute of Technology 2000 — 2001
M.S., Computer Science
University of Iowa
B.M., Music
Vinay Thaker's Bear Stearns Experience May 2000 - May 2008
Job
Industry Capital Markets
Experience
TIAA-CREF April 2013 - Present
Barclays September 2010 - April 2013
TD Ameritrade July 2008 - September 2010
Bear Stearns May 2000 - May 2008
Optimark Technologies February 1999 - May 2000
Eastman Software January 1998 - January 1999
Wang Software June 1996 - January 1998
McCombs School Of Business, UT Austin September 1994 - May 1996
Skills
Enterprise Architecture, Distributed Systems, Global Application..., Program Management, Service Oriented..., Project Management, Risk Management, Data Management, Data Science, Business Process..., Center of Excellence, Data Integration, SDLC, Agile Methodologies, Application Architecture, Equities, Asset Managment, Derivatives, Fixed Income, Structured Finance, Trading Systems, Data Architecture, Solution Architecture, IT Strategy, Product Development, SaaS, Cloud Computing, Machine Learning, Change Management, Asset Management, Low Latency, Architecture, Analytical Skills, Information Architecture, Infrastructure, Software Development, Data Center, Enterprise Software, Strategy, Management, Market Data, Prime Brokerage, Test Driven Development, Investment Banking, Capital Markets, Credit Derivatives, Hedge Funds, Electronic Trading, Equity Derivatives, Middle Office
Education
The University of Texas at Austin 1994 — 1996
Master's degree
Jawaharlal Nehru Technological University 1990 — 1994
Bachelor of Technology (BTech)
Indian Institute of Technology, Kharagpur 1989 — 1990
BS
Hyderabad Public School 1981 — 1989
ISC
TIAA-CREF April 2013 - Present
Barclays September 2010 - April 2013
TD Ameritrade July 2008 - September 2010
Bear Stearns May 2000 - May 2008
Optimark Technologies February 1999 - May 2000
Eastman Software January 1998 - January 1999
Wang Software June 1996 - January 1998
McCombs School Of Business, UT Austin September 1994 - May 1996
Skills
Enterprise Architecture, Distributed Systems, Global Application..., Program Management, Service Oriented..., Project Management, Risk Management, Data Management, Data Science, Business Process..., Center of Excellence, Data Integration, SDLC, Agile Methodologies, Application Architecture, Equities, Asset Managment, Derivatives, Fixed Income, Structured Finance, Trading Systems, Data Architecture, Solution Architecture, IT Strategy, Product Development, SaaS, Cloud Computing, Machine Learning, Change Management, Asset Management, Low Latency, Architecture, Analytical Skills, Information Architecture, Infrastructure, Software Development, Data Center, Enterprise Software, Strategy, Management, Market Data, Prime Brokerage, Test Driven Development, Investment Banking, Capital Markets, Credit Derivatives, Hedge Funds, Electronic Trading, Equity Derivatives, Middle Office
Education
The University of Texas at Austin 1994 — 1996
Master's degree
Jawaharlal Nehru Technological University 1990 — 1994
Bachelor of Technology (BTech)
Indian Institute of Technology, Kharagpur 1989 — 1990
BS
Hyderabad Public School 1981 — 1989
ISC
Ranajoy Sarkar's Bear Stearns Experience April 2003 - January 2006
Job Portfolio Manager in U.S. Structured Credit
Industry Investment Management
Experience
Napier Park Global Capital April 2013 - Present
Citi Capital Advisors February 2007 - March 2013
Koch Global Capital 2006 - 2007
Bear Stearns April 2003 - January 2006
GlobalFilings, Inc 2000 - 2002
Lehman Brothers, NYC 1998 - 2000
Skills
Hedge Funds, Fixed Income, Structured Products, Bonds, Securitization, Portfolio Management, ABS
Education
Washington University in St. Louis - Olin Business School 1996 — 1998
MBA, Finance
Indian Institute of Technology, Kanpur 1992 — 1996
B. Tech, Aerospace Engineering
St. Xavier's College 1989 — 1991
High School
Napier Park Global Capital April 2013 - Present
Citi Capital Advisors February 2007 - March 2013
Koch Global Capital 2006 - 2007
Bear Stearns April 2003 - January 2006
GlobalFilings, Inc 2000 - 2002
Lehman Brothers, NYC 1998 - 2000
Skills
Hedge Funds, Fixed Income, Structured Products, Bonds, Securitization, Portfolio Management, ABS
Education
Washington University in St. Louis - Olin Business School 1996 — 1998
MBA, Finance
Indian Institute of Technology, Kanpur 1992 — 1996
B. Tech, Aerospace Engineering
St. Xavier's College 1989 — 1991
High School
Tim Keating's Bear Stearns Experience 1994 - 1997
Job President at Keating Wealth Management, LLC
Industry Financial Services
Experience
Keating Wealth Management, LLC 2015 - Present
BDCA Venture, Inc. 2008 - 2015
Keating Investments, LLC 1997 - 2014
Bear Stearns 1994 - 1997
Nomura International 1990 - 1994
Kidder Peabody 1985 - 1990
Skills
Investments, Business Development, Finance, Capital, Valuation, IPO, Venture Capital, Corporate Development, Derivatives, Corporate Finance, Options, Mutual Funds, Management, Due Diligence, Equities, Private Equity, Investment Banking, Private Placements, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Asset Allocation, Strategy, Business Strategy, Capital Markets, Marketing, Financial Analysis, Series 7, Investor Relations, Financial Modeling, Start-ups, Entrepreneurship, Securities, Technology
Education
Harvard University 1981 — 1985
B.A., Economics
Keating Wealth Management, LLC 2015 - Present
BDCA Venture, Inc. 2008 - 2015
Keating Investments, LLC 1997 - 2014
Bear Stearns 1994 - 1997
Nomura International 1990 - 1994
Kidder Peabody 1985 - 1990
Skills
Investments, Business Development, Finance, Capital, Valuation, IPO, Venture Capital, Corporate Development, Derivatives, Corporate Finance, Options, Mutual Funds, Management, Due Diligence, Equities, Private Equity, Investment Banking, Private Placements, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Asset Allocation, Strategy, Business Strategy, Capital Markets, Marketing, Financial Analysis, Series 7, Investor Relations, Financial Modeling, Start-ups, Entrepreneurship, Securities, Technology
Education
Harvard University 1981 — 1985
B.A., Economics
Tom Rentzeperis's Bear Stearns Experience May 2000 - November 2001
Job Assistant Vice President
Industry Legal Services
Experience
Garden City Group November 2001 - Present
GCG November 2001 - Present
Bear Stearns May 2000 - November 2001
Compinfo 1996 - 2001
Skills
Software Project..., Litigation Support, Microsoft SQL Server, SQL, T-SQL, Business Intelligence, Project Management, Databases, Business Analysis
Education
Hofstra University 1992 — 1994
Masters of Science, Computer Science
City University of New York-Queens College 1987 — 1991
BS, Computer Science
Garden City Group November 2001 - Present
GCG November 2001 - Present
Bear Stearns May 2000 - November 2001
Compinfo 1996 - 2001
Skills
Software Project..., Litigation Support, Microsoft SQL Server, SQL, T-SQL, Business Intelligence, Project Management, Databases, Business Analysis
Education
Hofstra University 1992 — 1994
Masters of Science, Computer Science
City University of New York-Queens College 1987 — 1991
BS, Computer Science
Nitesh Kumar's Bear Stearns Experience March 2007 - March 2008
Job Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas July 2015 - Present
J.P. Morgan March 2009 - May 2015
JP Morgan March 2008 - February 2009
Bear Stearns March 2007 - March 2008
BP North America January 2006 - March 2007
Skills
Quantitative Finance, Derivatives, Structured Products, Commodity, Hedge Funds, Trading, Structured Finance, Risk Management, Energy, Financial Structuring, Finance, Commodity Markets, Options, Fixed Income, Valuation, Equities
Education
North Carolina State University 2004 — 2006
M.S., Financial Mathematics
Indian Institute of Technology, Bombay 1999 — 2004
M Tech & B Tech, Mechanical Engineering
BNP Paribas July 2015 - Present
J.P. Morgan March 2009 - May 2015
JP Morgan March 2008 - February 2009
Bear Stearns March 2007 - March 2008
BP North America January 2006 - March 2007
Skills
Quantitative Finance, Derivatives, Structured Products, Commodity, Hedge Funds, Trading, Structured Finance, Risk Management, Energy, Financial Structuring, Finance, Commodity Markets, Options, Fixed Income, Valuation, Equities
Education
North Carolina State University 2004 — 2006
M.S., Financial Mathematics
Indian Institute of Technology, Bombay 1999 — 2004
M Tech & B Tech, Mechanical Engineering
David M. Masten Montero-Rosen's Bear Stearns Experience 1996 - 2000
Job Chairman and Chief Investment Officer, Graham & Dodd Fund LLC
Industry Investment Banking
Experience
Graham & Dodd Fund LLC 2001 - Present
Bear Stearns 1996 - 2000
Dillon Read & Co. 1995 - 1996
Kidder Peabody 1991 - 1995
Lazard Freres & Co. 1990 - 1991
RD Smith & Co. 1989 - 1990
Oppenheimer & Co. 1983 - 1989
CBS Inc. 1980 - 1983
Skills
Equities, Emerging Markets, Equity Research, Mutual Funds, Economics, Equity Trading, Finance, Alternative Investments, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Portfolio Management, Trading, Structured Products, Bonds, High Yield, Bloomberg, Investments, Fixed Income Analysis, Valuation, Equity Valuation, Corporate Finance, Financial Modeling, Investment Management, Asset Allocation, Financial Markets, Private Equity, Financial Structuring, Structured Finance, Derivatives
Education
University HIgh School
University HIgh School
Colegio Cristobal Colon (Columbus School), Medellin, Colombia
Grade School
London School of Economics and Political Science, U. of London
Bachelor of Science (BSc), Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Harvard University
Cert. Program, Negotiation Sciences
Keele University
Graham & Dodd Fund LLC 2001 - Present
Bear Stearns 1996 - 2000
Dillon Read & Co. 1995 - 1996
Kidder Peabody 1991 - 1995
Lazard Freres & Co. 1990 - 1991
RD Smith & Co. 1989 - 1990
Oppenheimer & Co. 1983 - 1989
CBS Inc. 1980 - 1983
Skills
Equities, Emerging Markets, Equity Research, Mutual Funds, Economics, Equity Trading, Finance, Alternative Investments, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Portfolio Management, Trading, Structured Products, Bonds, High Yield, Bloomberg, Investments, Fixed Income Analysis, Valuation, Equity Valuation, Corporate Finance, Financial Modeling, Investment Management, Asset Allocation, Financial Markets, Private Equity, Financial Structuring, Structured Finance, Derivatives
Education
University HIgh School
University HIgh School
Colegio Cristobal Colon (Columbus School), Medellin, Colombia
Grade School
London School of Economics and Political Science, U. of London
Bachelor of Science (BSc), Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Harvard University
Cert. Program, Negotiation Sciences
Keele University
Chad A. Guimond's Bear Stearns Experience 2001 - 2003
Job Managing Partner at Tempus Futures Management LLC
Industry Capital Markets
Experience
Tempus Futures Management LLC September 2014 - Present
Bluefin Trading LLC February 2006 - August 2014
Merrill Lynch 2003 - 2006
Bear Stearns 2001 - 2003
Skills
Electronic Trading, Trading Systems, Derivatives, Equities, Trading, Market Making, Equity Derivatives, Portfolio Management, Fixed Income, Trading Strategies, Options, ETFs, Market Data, Capital Markets, Bloomberg, Hedging, Quantitative Finance, Commodity, Financial Markets, Financial Modeling, Proprietary Trading, Volatility, Arbitrage
Education
Illinois Wesleyan University
Tempus Futures Management LLC September 2014 - Present
Bluefin Trading LLC February 2006 - August 2014
Merrill Lynch 2003 - 2006
Bear Stearns 2001 - 2003
Skills
Electronic Trading, Trading Systems, Derivatives, Equities, Trading, Market Making, Equity Derivatives, Portfolio Management, Fixed Income, Trading Strategies, Options, ETFs, Market Data, Capital Markets, Bloomberg, Hedging, Quantitative Finance, Commodity, Financial Markets, Financial Modeling, Proprietary Trading, Volatility, Arbitrage
Education
Illinois Wesleyan University
John Mattesich's Bear Stearns Experience October 2002 - August 2003
Job Analyst at Groesbeck Investment Management
Industry Investment Management
Experience
Groesbeck Investment Management November 2006 - Present
Hayground Cove Asset Management September 2003 - October 2005
Bear Stearns October 2002 - August 2003
Dresdner Kleinwort Wasserstein March 2001 - October 2002
Credit Lyonnais September 1998 - March 2001
Gruntal & Co August 1994 - February 1997
Skills
Equity Research, Portfolio Management, Hedge Funds, Capital Markets, Equities, Valuation, Bloomberg, Alternative Investments, Financial Modeling, Investments, Fixed Income, Equity Valuation, Asset Management, Derivatives, Financial Markets, Private Equity, Investment Management, Securities, Investment Banking, Trading, Bloomberg Terminal, Options, Equity Derivatives, Equity Trading, Emerging Markets, DCF, Fund Of Funds, Series 7
Education
Indiana University - Kelley School of Business 1992 — 1994
MBA, Finance
Pace University - Lubin School of Business
BBA, Accounting
Groesbeck Investment Management November 2006 - Present
Hayground Cove Asset Management September 2003 - October 2005
Bear Stearns October 2002 - August 2003
Dresdner Kleinwort Wasserstein March 2001 - October 2002
Credit Lyonnais September 1998 - March 2001
Gruntal & Co August 1994 - February 1997
Skills
Equity Research, Portfolio Management, Hedge Funds, Capital Markets, Equities, Valuation, Bloomberg, Alternative Investments, Financial Modeling, Investments, Fixed Income, Equity Valuation, Asset Management, Derivatives, Financial Markets, Private Equity, Investment Management, Securities, Investment Banking, Trading, Bloomberg Terminal, Options, Equity Derivatives, Equity Trading, Emerging Markets, DCF, Fund Of Funds, Series 7
Education
Indiana University - Kelley School of Business 1992 — 1994
MBA, Finance
Pace University - Lubin School of Business
BBA, Accounting
Harvinder Singh's Bear Stearns Experience February 1997 - February 1998
Job Systematic Trading Technology
Industry Financial Services
Experience
Nomura Securities International, Inc. 2009 - Present
Alliance Bernstein June 2007 - June 2009
Bank of America Securities August 2006 - June 2007
Deutsche Bank February 1998 - August 2006
Bear Stearns February 1997 - February 1998
J P Morgan September 1995 - February 1997
Infosys June 1994 - August 1995
Skills
Trading Systems, Quantitative Analysis, Equity Trading, Portfolio Optimization, Trading Strategies, Trading, Quantitative Analytics, Interest Rate..., Derivatives, Electronic Trading, Equities, Market Data, Market Making, Statistical Arbitrage, Program Trading, Prime Brokerage, Options, Securities Lending, Equity Derivatives, Commodity, FX Options
Education
Indian Institute of Technology, Delhi 1990 — 1994
Kendriya Vidyalaya
Nomura Securities International, Inc. 2009 - Present
Alliance Bernstein June 2007 - June 2009
Bank of America Securities August 2006 - June 2007
Deutsche Bank February 1998 - August 2006
Bear Stearns February 1997 - February 1998
J P Morgan September 1995 - February 1997
Infosys June 1994 - August 1995
Skills
Trading Systems, Quantitative Analysis, Equity Trading, Portfolio Optimization, Trading Strategies, Trading, Quantitative Analytics, Interest Rate..., Derivatives, Electronic Trading, Equities, Market Data, Market Making, Statistical Arbitrage, Program Trading, Prime Brokerage, Options, Securities Lending, Equity Derivatives, Commodity, FX Options
Education
Indian Institute of Technology, Delhi 1990 — 1994
Kendriya Vidyalaya
Dinesh Moorjani's Bear Stearns Experience August 2003 - June 2008
Job Technology Investment Banking
Industry Investment Banking
Experience
Ridgecrest Capital Partners September 2010 - Present
Gleacher & Company July 2008 - September 2010
Bear Stearns August 2003 - June 2008
Bear Stearns Asia Limited July 2000 - August 2003
Goldman Sachs 1999 - 1999
Skills
Equity Research, Investment Banking, Financial Modeling, Valuation, Equities, M&A Negotiations, Semiconductors, M&A Execution, Mobile Industry, Software Industry, Digital Media, Mobile Telephony, Mergers & Acquisitions, Corporate Development, M&A execution, Investments, Asset Management, Due Diligence, Venture Capital, Hedge Funds, Capital Markets
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2010
MBA
HKUST Business School 1997 — 2000
BBA, Finance
University of Pennsylvania - The Wharton School 1999 — 1999
Exchange Student
Armand Hammer United World College of the American West 1995 — 1997
International Baccalaureate
Diocesan Boys' School 1990 — 1995
HKCEE
Ridgecrest Capital Partners September 2010 - Present
Gleacher & Company July 2008 - September 2010
Bear Stearns August 2003 - June 2008
Bear Stearns Asia Limited July 2000 - August 2003
Goldman Sachs 1999 - 1999
Skills
Equity Research, Investment Banking, Financial Modeling, Valuation, Equities, M&A Negotiations, Semiconductors, M&A Execution, Mobile Industry, Software Industry, Digital Media, Mobile Telephony, Mergers & Acquisitions, Corporate Development, M&A execution, Investments, Asset Management, Due Diligence, Venture Capital, Hedge Funds, Capital Markets
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2010
MBA
HKUST Business School 1997 — 2000
BBA, Finance
University of Pennsylvania - The Wharton School 1999 — 1999
Exchange Student
Armand Hammer United World College of the American West 1995 — 1997
International Baccalaureate
Diocesan Boys' School 1990 — 1995
HKCEE
S. Mukhopadhyay's Bear Stearns Experience July 2000 - July 2003
Job Associate Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital February 2010 - Present
Interactive Brokers 2009 - January 2010
Morgan Stanley July 2003 - January 2009
Bear Stearns July 2000 - July 2003
Mobius Management Systems October 1998 - June 2000
IBM July 1995 - September 1998
Skills
Distributed Systems, Derivatives, Algorithms, Trading Systems, Sybase, Commodity, Solaris, Options, Unix, Testing, Multithreading, Perl, C++, Trading
Education
Indian Institute of Technology, Kharagpur 1991 — 1995
Bachelor of Technology, Computer Science & Engineering
Barclays Capital February 2010 - Present
Interactive Brokers 2009 - January 2010
Morgan Stanley July 2003 - January 2009
Bear Stearns July 2000 - July 2003
Mobius Management Systems October 1998 - June 2000
IBM July 1995 - September 1998
Skills
Distributed Systems, Derivatives, Algorithms, Trading Systems, Sybase, Commodity, Solaris, Options, Unix, Testing, Multithreading, Perl, C++, Trading
Education
Indian Institute of Technology, Kharagpur 1991 — 1995
Bachelor of Technology, Computer Science & Engineering
Jason Lobman's Bear Stearns Experience 1997 - 2000
Job Project Manager
Industry Information Technology and Services
Experience
Amalgamated Life Insurance February 2004 - Present
HIP 2002 - 2003
Prudential Financial 1999 - 2002
Bear Stearns 1997 - 2000
Skills
Vendor Management, SDLC, Business Analysis, Operations Management, SaaS, HIPAA, Software Project..., Team Leadership, Management, Project Management, Leadership, Financial Analysis, IT Management, IT Strategy, Requirements Analysis, Healthcare, Program Management, Risk Management, Strategic Planning, Team Building
Education
Hofstra University 1981 — 1983
BS, Computer Science
Amalgamated Life Insurance February 2004 - Present
HIP 2002 - 2003
Prudential Financial 1999 - 2002
Bear Stearns 1997 - 2000
Skills
Vendor Management, SDLC, Business Analysis, Operations Management, SaaS, HIPAA, Software Project..., Team Leadership, Management, Project Management, Leadership, Financial Analysis, IT Management, IT Strategy, Requirements Analysis, Healthcare, Program Management, Risk Management, Strategic Planning, Team Building
Education
Hofstra University 1981 — 1983
BS, Computer Science
Nilay Sameer's Bear Stearns Experience May 2005 - April 2006
Job Lead Consultant, Information Management
Industry Financial Services
Experience
Collaborative Consulting April 2014 - Present
ING DIRECT / Capital One Finance July 2012 - Present
CDI May 2010 - July 2012
Constar International July 2009 - April 2010
O'Rourke Investigative Associates, Inc May 2008 - February 2010
AIG Life February 2008 - June 2009
ifm efector September 2007 - January 2008
AIG Marketing May 2006 - August 2007
Bear Stearns May 2005 - April 2006
SUNY - ESF August 2003 - July 2005
Skills
Data Warehouse..., IBM Cognos BI, Business Intelligence, Data Warehousing, Data Analysis, Data Modeling, ETL, Planning, Quantitative Analysis, Relational Databases, Business Analytics, Cognos, Project Planning, Hadoop, Integration, Oracle, Quantitative Analytics, Business Requirements, Agile Methodologies, Business Analysis, Dashboard, Databases, Management, SDLC
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
State University of New York Empire State College 2003 — 2006
Master of Science, Environmental Science
IIT Roorkee 1998 — 2002
B. Technology, Engineering
St. Xavier's
High School
Collaborative Consulting April 2014 - Present
ING DIRECT / Capital One Finance July 2012 - Present
CDI May 2010 - July 2012
Constar International July 2009 - April 2010
O'Rourke Investigative Associates, Inc May 2008 - February 2010
AIG Life February 2008 - June 2009
ifm efector September 2007 - January 2008
AIG Marketing May 2006 - August 2007
Bear Stearns May 2005 - April 2006
SUNY - ESF August 2003 - July 2005
Skills
Data Warehouse..., IBM Cognos BI, Business Intelligence, Data Warehousing, Data Analysis, Data Modeling, ETL, Planning, Quantitative Analysis, Relational Databases, Business Analytics, Cognos, Project Planning, Hadoop, Integration, Oracle, Quantitative Analytics, Business Requirements, Agile Methodologies, Business Analysis, Dashboard, Databases, Management, SDLC
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
State University of New York Empire State College 2003 — 2006
Master of Science, Environmental Science
IIT Roorkee 1998 — 2002
B. Technology, Engineering
St. Xavier's
High School
Allen Chesner's Bear Stearns Experience December 1993 - January 2001
Job Sr. Installation Specialist at Telcordia
Industry Telecommunications
Experience
Telcordia Technologies January 2001 - Present
Bear Stearns December 1993 - January 2001
Bank of New York Mellon December 1991 - December 1993
Education
Hofstra University 1986 — 1990
BBA, Business Computer Information Systems
Colonia High School 1982 — 1986
Diploma, General
Telcordia Technologies January 2001 - Present
Bear Stearns December 1993 - January 2001
Bank of New York Mellon December 1991 - December 1993
Education
Hofstra University 1986 — 1990
BBA, Business Computer Information Systems
Colonia High School 1982 — 1986
Diploma, General
Michael Garibaldi's Bear Stearns Experience April 1982 - January 1985
Job Group CEO at i3 Solutions Group
Industry Information Technology and Services
Experience
i3 Solutions Group March 2012 - Present
CS Technology September 2002 - November 2010
CIBC World Markets August 1998 - February 2002
CIBC Mellon February 1996 - August 1998
CIBC March 1994 - February 1996
Financial Services Plus, Inc January 1985 - March 1994
Bear Stearns April 1982 - January 1985
Salomon Brothers April 1980 - April 1982
Skills
Management Consulting, Vendor Management, IT Strategy, Business Analysis, Program Management, Data Center, PMO, Outsourcing, Risk Management, IT Management, Infrastructure, Project Portfolio..., Disaster Recovery, Change Management, Business Continuity, Strategy, Portfolio Management, Leadership, Strategic Planning, Financial Services, Management, Trading Systems, Market Data, Governance, Process Improvement, IT Service Management, Project Delivery, Integration, Electronic Trading, ITIL
Education
Hofstra University 1974 — 1979
BBA, Finance, General
i3 Solutions Group March 2012 - Present
CS Technology September 2002 - November 2010
CIBC World Markets August 1998 - February 2002
CIBC Mellon February 1996 - August 1998
CIBC March 1994 - February 1996
Financial Services Plus, Inc January 1985 - March 1994
Bear Stearns April 1982 - January 1985
Salomon Brothers April 1980 - April 1982
Skills
Management Consulting, Vendor Management, IT Strategy, Business Analysis, Program Management, Data Center, PMO, Outsourcing, Risk Management, IT Management, Infrastructure, Project Portfolio..., Disaster Recovery, Change Management, Business Continuity, Strategy, Portfolio Management, Leadership, Strategic Planning, Financial Services, Management, Trading Systems, Market Data, Governance, Process Improvement, IT Service Management, Project Delivery, Integration, Electronic Trading, ITIL
Education
Hofstra University 1974 — 1979
BBA, Finance, General
Tania Elizabeth Branez's Bear Stearns Experience 2000 - 2007
Job Vice President at Jefferies & Co
Industry Financial Services
Experience
Jefferies & Co March 2010 - Present
Cantor Fitzgerald August 2008 - Present
International Capital Markets, Inc April 2008 - February 2009
Bear Stearns 2000 - 2007
Education
Hofstra University 2000 — 2003
B.A.
Jefferies & Co March 2010 - Present
Cantor Fitzgerald August 2008 - Present
International Capital Markets, Inc April 2008 - February 2009
Bear Stearns 2000 - 2007
Education
Hofstra University 2000 — 2003
B.A.
David Pyndus's Bear Stearns Experience 1999 - 2004
Job Providing Low cost Legal and Identity Theft Protection to Individuals, Families, and Small Business
Industry Legal Services
Experience
David Pyndus 2007 - Present
Bear Stearns 1999 - 2004
Education
Hudson Valley Community College 1973 — 1974
Shaker High School 1969 — 1973
David Pyndus 2007 - Present
Bear Stearns 1999 - 2004
Education
Hudson Valley Community College 1973 — 1974
Shaker High School 1969 — 1973
Christine Palumbo's Bear Stearns Experience February 1996 - May 2008
Job Executive Director at JPMorgan Chase
Industry Information Technology and Services
Experience
JP Morgan Chase June 2008 - Present
Bear Stearns February 1996 - May 2008
New York Board of Trade February 1993 - February 1996
Tandem Computers 1989 - 1993
Covidea (A partnership of AT&T and Chemical Bank) 1988 - 1989
Skills
Trading Systems, Risk Management, Prime Brokerage, Electronic Trading, Credit Derivatives, Financial Services, Derivatives, Hedge Funds, Business Analysis, Sybase, Middle Office, Swaps, FX Options, Back Office, Securities Lending, Interest Rate..., Structured Products, Collateral Management, Asset Managment, Database Design, Data Analysis, Data Warehousing, Data Modeling, Change Management, Program Management, Cross-functional Team..., Talent Management, Operational Efficiency, Solution Architecture
Education
Hofstra University
Bachelor of Science (BS), Computer Science
JP Morgan Chase June 2008 - Present
Bear Stearns February 1996 - May 2008
New York Board of Trade February 1993 - February 1996
Tandem Computers 1989 - 1993
Covidea (A partnership of AT&T and Chemical Bank) 1988 - 1989
Skills
Trading Systems, Risk Management, Prime Brokerage, Electronic Trading, Credit Derivatives, Financial Services, Derivatives, Hedge Funds, Business Analysis, Sybase, Middle Office, Swaps, FX Options, Back Office, Securities Lending, Interest Rate..., Structured Products, Collateral Management, Asset Managment, Database Design, Data Analysis, Data Warehousing, Data Modeling, Change Management, Program Management, Cross-functional Team..., Talent Management, Operational Efficiency, Solution Architecture
Education
Hofstra University
Bachelor of Science (BS), Computer Science
Michael Curley's Bear Stearns Experience June 2006 - July 2008
Job Vice President, Video Editor at JPMorgan Chase
Industry Media Production
Experience
JPMorgan Chase September 2009 - Present
JPMorgan Chase August 2008 - August 2009
Bear Stearns June 2006 - July 2008
Skills
Storytelling, Problem Solving, Video Editing, Video, Avid, Avid Media Composer, Visual Design, After Effects, Final Cut Pro, Streaming Media, New Media, Producing, Marketing, Mobile Devices, Creative Direction, Television, Adobe Creative Suite, Video Production, Editing, Premiere
Education
New York University 2011 — 2014
MA, Graphic Communications Management and Technology
Hofstra University 2002 — 2006
BA, Video and Television Production
JPMorgan Chase September 2009 - Present
JPMorgan Chase August 2008 - August 2009
Bear Stearns June 2006 - July 2008
Skills
Storytelling, Problem Solving, Video Editing, Video, Avid, Avid Media Composer, Visual Design, After Effects, Final Cut Pro, Streaming Media, New Media, Producing, Marketing, Mobile Devices, Creative Direction, Television, Adobe Creative Suite, Video Production, Editing, Premiere
Education
New York University 2011 — 2014
MA, Graphic Communications Management and Technology
Hofstra University 2002 — 2006
BA, Video and Television Production
Spencer Parker's Bear Stearns Experience April 1997 - January 2001
Job Portfolio Manager at Tolis Advisors, LP
Industry Financial Services
Experience
Tolis Advisors, LP November 2009 - Present
BNP Paribas Fortis May 2009 - November 2009
Fortis Securities December 2007 - May 2009
Fortis Securities July 2005 - December 2007
Societe Generale Corporate & Investment Banking January 2001 - July 2005
Bear Stearns April 1997 - January 2001
Skills
Portfolio Management, Investments
Education
Harvard University
Tolis Advisors, LP November 2009 - Present
BNP Paribas Fortis May 2009 - November 2009
Fortis Securities December 2007 - May 2009
Fortis Securities July 2005 - December 2007
Societe Generale Corporate & Investment Banking January 2001 - July 2005
Bear Stearns April 1997 - January 2001
Skills
Portfolio Management, Investments
Education
Harvard University
Alex Reznik's Bear Stearns Experience November 2002 - June 2008
Job Vice President
Industry Information Technology and Services
Experience
JP Morgan Chase June 2008 - Present
Bear Stearns November 2002 - June 2008
Trade Manage LLC April 1999 - November 2002
Education
ASA College of Advanced Technology 1998 — 1999
Computer Programming
Herzen State Pedagogical University of Russia 1989 — 1995
Masters, Linguistics
JP Morgan Chase June 2008 - Present
Bear Stearns November 2002 - June 2008
Trade Manage LLC April 1999 - November 2002
Education
ASA College of Advanced Technology 1998 — 1999
Computer Programming
Herzen State Pedagogical University of Russia 1989 — 1995
Masters, Linguistics
Raquel M. Vasserman's Bear Stearns Experience May 2007 - July 2007
Job Partner at Korenblit & Vasserman, PLLC
Industry Law Practice
Experience
Korenblit & Vasserman, PLLC August 2013 - Present
Law Firm February 2009 - July 2013
Bear Stearns May 2007 - July 2007
New York State Office of the Attorney General May 2006 - August 2006
New York State Supreme Court, Kings County December 2003 - February 2004
Sullivan & Cromwell LLP January 1998 - August 2000
Skills
Commercial Litigation, Employment Law, Legal Research, Legal Writing, Litigation, Civil Litigation, Corporate Law, Arbitration, Mediation, Legal Assistance, Courts, Westlaw, Trials, Spanish, Hearings, Contract Law, Employment Contracts, Small Business, New Business Development, Divorce Law, Landlord/Tenant Matters, Landlord-tenant..., Wills
Education
Hofstra University School of Law 2006 — 2008
J.D.
Hofstra University 2000 — 2004
B.A., Speech Communication and Rhetoric and Political Science
Midwood
Korenblit & Vasserman, PLLC August 2013 - Present
Law Firm February 2009 - July 2013
Bear Stearns May 2007 - July 2007
New York State Office of the Attorney General May 2006 - August 2006
New York State Supreme Court, Kings County December 2003 - February 2004
Sullivan & Cromwell LLP January 1998 - August 2000
Skills
Commercial Litigation, Employment Law, Legal Research, Legal Writing, Litigation, Civil Litigation, Corporate Law, Arbitration, Mediation, Legal Assistance, Courts, Westlaw, Trials, Spanish, Hearings, Contract Law, Employment Contracts, Small Business, New Business Development, Divorce Law, Landlord/Tenant Matters, Landlord-tenant..., Wills
Education
Hofstra University School of Law 2006 — 2008
J.D.
Hofstra University 2000 — 2004
B.A., Speech Communication and Rhetoric and Political Science
Midwood
David Matherly's Bear Stearns Experience 1992 - 1996
Job Executive Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2012 - Present
Nationwide Insurance 2009 - July 2012
Nationwide Mutual Insurance Company February 2006 - July 2012
Zazove Associates, LLC June 2002 - July 2005
Mesirow Advanced Strategies October 2001 - June 2002
Bear Stearns 1992 - 1996
Morgan Stanley 1990 - 1992
Skills
Leveraged Finance, Investments, Bonds, Credit, Valuation
Education
Harvard University 1997 — 1999
MBA
The Citadel 1986 — 1990
BS, Business Administration
Mahomet Seymour High School 1982 — 1986
HS Diploma, NA
J.P. Morgan Asset Management July 2012 - Present
Nationwide Insurance 2009 - July 2012
Nationwide Mutual Insurance Company February 2006 - July 2012
Zazove Associates, LLC June 2002 - July 2005
Mesirow Advanced Strategies October 2001 - June 2002
Bear Stearns 1992 - 1996
Morgan Stanley 1990 - 1992
Skills
Leveraged Finance, Investments, Bonds, Credit, Valuation
Education
Harvard University 1997 — 1999
MBA
The Citadel 1986 — 1990
BS, Business Administration
Mahomet Seymour High School 1982 — 1986
HS Diploma, NA
Eric Berman's Bear Stearns Experience October 2003 - December 2008
Job at Marsh and McLennan
Industry Financial Services
Experience
Marsh and McLennan June 2010 - Present
Direct Brands Inc. August 2009 - June 2010
Bear Stearns October 2003 - December 2008
RCN August 2001 - October 2003
RCN July 2000 - August 2001
Skills
Budgeting, Financial Reporting, Excel, Access, Microsoft Office, Problem Solving, Financial Modeling, Financial Analysis, Forecasting, Essbase, Financial Management, Finance, Budgets, Managerial Finance, Variance Analysis, Accounting
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance
Indiana University - Kelley School of Business 1996 — 2000
Bachelors
Marsh and McLennan June 2010 - Present
Direct Brands Inc. August 2009 - June 2010
Bear Stearns October 2003 - December 2008
RCN August 2001 - October 2003
RCN July 2000 - August 2001
Skills
Budgeting, Financial Reporting, Excel, Access, Microsoft Office, Problem Solving, Financial Modeling, Financial Analysis, Forecasting, Essbase, Financial Management, Finance, Budgets, Managerial Finance, Variance Analysis, Accounting
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance
Indiana University - Kelley School of Business 1996 — 2000
Bachelors
Hari Kishore Rachumallu's Bear Stearns Experience November 2000 - July 2009
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2011 - Present
Liquidnet July 2009 - June 2011
Bear Stearns November 2000 - July 2009
JPMorgan Chase 2008 - 2009
DLJ May 1999 - November 2000
D. E. Shaw & Co. November 1998 - April 2000
Skills
Fidessa, Market Data, Equity Trading, Electronic Trading, Trading Systems
Education
Indian Institute of Technology, Kharagpur 1987 — 1989
M.Tech
Engineering 1981 — 1985
B.Tech, Mechanical
JPMorgan Chase June 2011 - Present
Liquidnet July 2009 - June 2011
Bear Stearns November 2000 - July 2009
JPMorgan Chase 2008 - 2009
DLJ May 1999 - November 2000
D. E. Shaw & Co. November 1998 - April 2000
Skills
Fidessa, Market Data, Equity Trading, Electronic Trading, Trading Systems
Education
Indian Institute of Technology, Kharagpur 1987 — 1989
M.Tech
Engineering 1981 — 1985
B.Tech, Mechanical
LISA TONACHIO's Bear Stearns Experience Executive DirectorJ.P. Morgan2008 - Present
Job Executive Director JPMorgan Chase
Industry Financial Services
Experience
Bear Stearns Executive DirectorJ.P. Morgan2008 - Present
Dean Witter 1989 - 1994
Education
Hofstra University 2005 — 2007
Bear Stearns Executive DirectorJ.P. Morgan2008 - Present
Dean Witter 1989 - 1994
Education
Hofstra University 2005 — 2007
Colby McVey, CFA's Bear Stearns Experience January 2007 - June 2008
Job Consultant Relations at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management March 2014 - Present
ED&F Man December 2012 - February 2014
Breakwater Capital (Sold to ED&F Man Capital - December 2012) June 2008 - December 2012
Bear Stearns January 2007 - June 2008
Skills
Derivatives, Fixed Income, Trading, Bloomberg, Electronic Trading, Equities, Options, Investments, Spread Trading, Risk Management, Interest Rate..., Asset Management, Economics, Equity Research, Alternative Investments, Portfolio Management, Capital Markets
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Hobart and William Smith Colleges
Bachelor of Science (BS), Economics
Tabor Academy
Northern Trust Asset Management March 2014 - Present
ED&F Man December 2012 - February 2014
Breakwater Capital (Sold to ED&F Man Capital - December 2012) June 2008 - December 2012
Bear Stearns January 2007 - June 2008
Skills
Derivatives, Fixed Income, Trading, Bloomberg, Electronic Trading, Equities, Options, Investments, Spread Trading, Risk Management, Interest Rate..., Asset Management, Economics, Equity Research, Alternative Investments, Portfolio Management, Capital Markets
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Hobart and William Smith Colleges
Bachelor of Science (BS), Economics
Tabor Academy
Renu Aldrich's Bear Stearns Experience 2004 - 2008
Job Marriage & Family Therapist at Center for Coping
Industry Mental Health Care
Experience
Center for Coping 2012 - Present
American Psychological Association 2011 - Present
Kumari Arts April 2010 - Present
The Norma J. Morris Center 2010 - Present
Saltzman Community Services Center 2012 - 2012
SAMMA 2008 - June 2010
Samuel Waxman Cancer Research Foundation 2008 - 2008
New York Open Center 2008 - 2008
Bear Stearns 2004 - 2008
Taunton Press 2001 - 2003
Skills
Public Relations, Editing, Social Media, Leadership, Media Relations, Marketing, Strategic Planning, Marketing Communications, Publicity, Nonprofits, Family Therapy, Therapists, Newsletters
Education
Hofstra University 2011 — 2013
MA, Psychology, Marriage & Family Therapy/ Counseling
Saybrook Graduate School and Research Center 2010 — 2011
MA, Psychology
New York University 1989 — 1992
Bachelor of Arts (B.A.), Political Science and Journalism
Virginia Polytechnic Institute and State University
Virginia Polytechnic Institute and State University
Virginia Polytechnic Institute and State University
Center for Coping 2012 - Present
American Psychological Association 2011 - Present
Kumari Arts April 2010 - Present
The Norma J. Morris Center 2010 - Present
Saltzman Community Services Center 2012 - 2012
SAMMA 2008 - June 2010
Samuel Waxman Cancer Research Foundation 2008 - 2008
New York Open Center 2008 - 2008
Bear Stearns 2004 - 2008
Taunton Press 2001 - 2003
Skills
Public Relations, Editing, Social Media, Leadership, Media Relations, Marketing, Strategic Planning, Marketing Communications, Publicity, Nonprofits, Family Therapy, Therapists, Newsletters
Education
Hofstra University 2011 — 2013
MA, Psychology, Marriage & Family Therapy/ Counseling
Saybrook Graduate School and Research Center 2010 — 2011
MA, Psychology
New York University 1989 — 1992
Bachelor of Arts (B.A.), Political Science and Journalism
Virginia Polytechnic Institute and State University
Virginia Polytechnic Institute and State University
Virginia Polytechnic Institute and State University
A. Teymour Golsorkhi's Bear Stearns Experience 2004 - 2008
Job Director, Publisher Sales at Krux Digital
Industry Online Media
Experience
Krux Digital April 2015 - Present
Yieldmo June 2014 - April 2015
Maxifier June 2013 - June 2014
SoLoMo.vc 2011 - 2014
OpenX 2012 - 2013
Bear Stearns 2004 - 2008
TheStreet.com 2004 - 2004
Skills
Valuation, Fixed Income, Financial Modeling, Capital Markets, Financial Services, Investments, Bloomberg, Equity Research, Due Diligence, Mergers, Financial Analysis, Hedge Funds, Equities, Asset Managment, Strategy, Investment Banking, Risk Management, Alternative Investments, Trading, Investor Relations, Start-ups, Entrepreneurship, Philanthropy, Online Advertising, Digital Marketing, Monetization, Website Monetization, Mobile Advertising, Salesforce.com, Display Advertising, Corporate Development, Business Development, Mergers & Acquisitions, Venture Capital
Education
Hobart and William Smith Colleges 1999 — 2003
Bachelor of Science (BS), Economics
St. George's School
Krux Digital April 2015 - Present
Yieldmo June 2014 - April 2015
Maxifier June 2013 - June 2014
SoLoMo.vc 2011 - 2014
OpenX 2012 - 2013
Bear Stearns 2004 - 2008
TheStreet.com 2004 - 2004
Skills
Valuation, Fixed Income, Financial Modeling, Capital Markets, Financial Services, Investments, Bloomberg, Equity Research, Due Diligence, Mergers, Financial Analysis, Hedge Funds, Equities, Asset Managment, Strategy, Investment Banking, Risk Management, Alternative Investments, Trading, Investor Relations, Start-ups, Entrepreneurship, Philanthropy, Online Advertising, Digital Marketing, Monetization, Website Monetization, Mobile Advertising, Salesforce.com, Display Advertising, Corporate Development, Business Development, Mergers & Acquisitions, Venture Capital
Education
Hobart and William Smith Colleges 1999 — 2003
Bachelor of Science (BS), Economics
St. George's School
JoAnn (Russell) Marcell's Bear Stearns Experience 2006 - 2007
Job Assistant General Counsel at Enterprise Products
Industry Oil & Energy
Experience
Enterprise Products October 2007 - Present
Bear Energy LP 2006 - 2007
Bear Stearns 2006 - 2007
Duke Energy 2000 - 2006
Mirant September 1997 - September 1999
Vastar March 1995 - September 1997
Skills
Commodity Markets, Contract Negotiation, Corporate Governance, Corporate Law, Due Diligence, Energy, Energy Industry, Joint Ventures, Mergers, Natural Gas, Risk Management
Education
University of Virginia School of Law 1980 — 1983
Doctor of Law (J.D.)
Hollins University 1975 — 1979
B.A, English, History
Enterprise Products October 2007 - Present
Bear Energy LP 2006 - 2007
Bear Stearns 2006 - 2007
Duke Energy 2000 - 2006
Mirant September 1997 - September 1999
Vastar March 1995 - September 1997
Skills
Commodity Markets, Contract Negotiation, Corporate Governance, Corporate Law, Due Diligence, Energy, Energy Industry, Joint Ventures, Mergers, Natural Gas, Risk Management
Education
University of Virginia School of Law 1980 — 1983
Doctor of Law (J.D.)
Hollins University 1975 — 1979
B.A, English, History
Jeffrey Chaffa's Bear Stearns Experience May 1999 - August 2008
Job Editor at Bloomberg Research
Industry Writing and Editing
Experience
Bloomberg May 2010 - Present
Evalueserve / Deutsche Bank Securities Inc July 2009 - May 2010
Bear Stearns May 1999 - August 2008
SG Cowen Securities Corp. August 1997 - April 1999
Salomon Smith Barney April 1996 - July 1997
Skills
Editing, Equity Research, Publishing, Equities, Editorial, Research, Proofreading, Publications, Creative Writing, Financial Modeling, Investments, Investment Banking, Financial Services, Derivatives, Magazines
Education
Hobart and William Smith Colleges 1987 — 1991
BA, English Literature
Bloomberg May 2010 - Present
Evalueserve / Deutsche Bank Securities Inc July 2009 - May 2010
Bear Stearns May 1999 - August 2008
SG Cowen Securities Corp. August 1997 - April 1999
Salomon Smith Barney April 1996 - July 1997
Skills
Editing, Equity Research, Publishing, Equities, Editorial, Research, Proofreading, Publications, Creative Writing, Financial Modeling, Investments, Investment Banking, Financial Services, Derivatives, Magazines
Education
Hobart and William Smith Colleges 1987 — 1991
BA, English Literature
Bob Reimann's Bear Stearns Experience September 1985 - June 2008
Job Director, Application Development
Industry Financial Services
Experience
ZAIS Group, LLC August 2008 - January 2014
Bear Stearns September 1985 - June 2008
NY Institute of Technology 1980 - 1985
Education
Hofstra University 1975 — 1980
BS, Computer Science
ZAIS Group, LLC August 2008 - January 2014
Bear Stearns September 1985 - June 2008
NY Institute of Technology 1980 - 1985
Education
Hofstra University 1975 — 1980
BS, Computer Science
Sherri Goldberg's Bear Stearns Experience May 1992 - June 2008
Job HR Director at The CocaCola Company
Industry Human Resources
Experience
The Coca-Cola Company August 2013 - Present
Coca-Cola Refreshments August 2009 - Present
Coca-Cola Enterprises April 2009 - July 2009
JP Morgan June 2008 - February 2009
Bear Stearns May 1992 - June 2008
Skills
Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Organizational..., Workforce Planning, Succession Planning, Employee Relations, Onboarding, Process Improvement, College Recruiting, Human Resources, Recruiting, Labor Relations, Applicant Tracking..., HR Policies, Change Management, Benefits Administration, Internet Recruiting, Interviews, PeopleSoft, Career Development, FMLA, Vendor Management, Industrial Relations, Compensation & Benefit, Organizational Design, New Hire Orientations, Training, Employment Law, Sourcing, Executive Search, Employee Benefits, Temporary Placement, Technical Recruiting, Organizational..., Union Avoidance, Hiring, HR Consulting, Employee Training, Strategic HR, Taleo, Leadership Development, Personnel Management, Employer Branding, Job Descriptions, University Recruitment, SuccessFactors, Mentoring, Business Coaching
Education
Teachers College of Columbia University 1989 — 1991
MA, Organizational Psychology
Hofstra University 1985 — 1989
BA, Psychology - Personnel & Public Relations
Cinnaminson High School 1982 — 1985
High School Diploma
The Coca-Cola Company August 2013 - Present
Coca-Cola Refreshments August 2009 - Present
Coca-Cola Enterprises April 2009 - July 2009
JP Morgan June 2008 - February 2009
Bear Stearns May 1992 - June 2008
Skills
Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Organizational..., Workforce Planning, Succession Planning, Employee Relations, Onboarding, Process Improvement, College Recruiting, Human Resources, Recruiting, Labor Relations, Applicant Tracking..., HR Policies, Change Management, Benefits Administration, Internet Recruiting, Interviews, PeopleSoft, Career Development, FMLA, Vendor Management, Industrial Relations, Compensation & Benefit, Organizational Design, New Hire Orientations, Training, Employment Law, Sourcing, Executive Search, Employee Benefits, Temporary Placement, Technical Recruiting, Organizational..., Union Avoidance, Hiring, HR Consulting, Employee Training, Strategic HR, Taleo, Leadership Development, Personnel Management, Employer Branding, Job Descriptions, University Recruitment, SuccessFactors, Mentoring, Business Coaching
Education
Teachers College of Columbia University 1989 — 1991
MA, Organizational Psychology
Hofstra University 1985 — 1989
BA, Psychology - Personnel & Public Relations
Cinnaminson High School 1982 — 1985
High School Diploma
Harry Manko's Bear Stearns Experience 1985 - 1990
Job Director at National Australia Bank
Industry Capital Markets
Experience
National Australia Bank January 2011 - Present
Maxim Group 2009 - 2010
ABN AMRO Bank N.V. 2004 - 2007
Banc One Capital Markets 1998 - 2003
Chase Securities 1995 - 1998
RW Pressprich 1990 - 1995
Bear Stearns 1985 - 1990
European American Bank 1980 - 1985
Fire Island Ferries Inc. 1971 - 1978
Skills
Hedge Funds, Fixed Income, Capital Markets, Bonds, Trading
Education
Bay Shore High School
Hofstra University
National Australia Bank January 2011 - Present
Maxim Group 2009 - 2010
ABN AMRO Bank N.V. 2004 - 2007
Banc One Capital Markets 1998 - 2003
Chase Securities 1995 - 1998
RW Pressprich 1990 - 1995
Bear Stearns 1985 - 1990
European American Bank 1980 - 1985
Fire Island Ferries Inc. 1971 - 1978
Skills
Hedge Funds, Fixed Income, Capital Markets, Bonds, Trading
Education
Bay Shore High School
Hofstra University
Paul Brock's Bear Stearns Experience January 2005 - May 2008
Job VP SIO Operations and Systems
Industry Insurance
Experience
AIG 2012 - Present
JPMorgan Chase May 2008 - March 2012
Bear Stearns January 2005 - May 2008
Bear Stearns February 2000 - December 2004
CA Technologies March 1997 - January 2000
Multiwire/Gerber 1980 - 1996
Photocircuits 1989 - 1995
Skills
Trading Systems, Market Data, Technology Management, Infrastructure..., IT Business Management, IT Infrastructure Design, Data Center, Change, Electronic Trading, Credit Derivatives, IT Strategy, SDLC, Vendor Management, IT Management, Identity Management, Capital Markets, Equities, Derivatives, Management, Options, Fixed Income, Bloomberg, Prime Brokerage, SOA, Trading, Risk Management, Securities, Sybase, Infrastructure, Business Strategy, Hedge Funds, Structured Products, Investment Banking, FX Options, Reference Data, Equity Trading, Disaster Recovery, Leadership, SQL, Enterprise Architecture, Securities Lending, Swaps, Divestitures, Change Management, Middle Office, Equity Derivatives, Low Latency, Global Delivery, Solaris, Market Risk
Education
Hofstra University
Bachelor's degree, Computer Science
AIG 2012 - Present
JPMorgan Chase May 2008 - March 2012
Bear Stearns January 2005 - May 2008
Bear Stearns February 2000 - December 2004
CA Technologies March 1997 - January 2000
Multiwire/Gerber 1980 - 1996
Photocircuits 1989 - 1995
Skills
Trading Systems, Market Data, Technology Management, Infrastructure..., IT Business Management, IT Infrastructure Design, Data Center, Change, Electronic Trading, Credit Derivatives, IT Strategy, SDLC, Vendor Management, IT Management, Identity Management, Capital Markets, Equities, Derivatives, Management, Options, Fixed Income, Bloomberg, Prime Brokerage, SOA, Trading, Risk Management, Securities, Sybase, Infrastructure, Business Strategy, Hedge Funds, Structured Products, Investment Banking, FX Options, Reference Data, Equity Trading, Disaster Recovery, Leadership, SQL, Enterprise Architecture, Securities Lending, Swaps, Divestitures, Change Management, Middle Office, Equity Derivatives, Low Latency, Global Delivery, Solaris, Market Risk
Education
Hofstra University
Bachelor's degree, Computer Science
Nicole Sheehan's Bear Stearns Experience July 1990 - March 2009
Job Director of Product Management
Industry Financial Services
Experience
DTCC March 2012 - Present
JPMORGAN CHASE/BEAR STEARNS March 2008 - April 2009
Bear Stearns July 1990 - March 2009
BEAR STEARNS & CO March 2007 - March 2008
BEAR STEARNS & CO September 1999 - March 2007
Bear Stearns October 1992 - September 1999
Bear Stearns July 1990 - October 1992
Skills
Swaps, Fixed Income, Derivatives, Settlements, Capital Markets, Investment Banking, Credit Derivatives, Interest Rate..., Middle Office, Series 7, Summit, Equities, Options, Collateral Management, Equity Derivatives, Prime Brokerage, ISDA, Equity Swaps, Swaptions
Education
Hofstra University 1987 — 1990
B.A, Finance
Hofstra University 1986 — 1990
BA, Finance
DTCC March 2012 - Present
JPMORGAN CHASE/BEAR STEARNS March 2008 - April 2009
Bear Stearns July 1990 - March 2009
BEAR STEARNS & CO March 2007 - March 2008
BEAR STEARNS & CO September 1999 - March 2007
Bear Stearns October 1992 - September 1999
Bear Stearns July 1990 - October 1992
Skills
Swaps, Fixed Income, Derivatives, Settlements, Capital Markets, Investment Banking, Credit Derivatives, Interest Rate..., Middle Office, Series 7, Summit, Equities, Options, Collateral Management, Equity Derivatives, Prime Brokerage, ISDA, Equity Swaps, Swaptions
Education
Hofstra University 1987 — 1990
B.A, Finance
Hofstra University 1986 — 1990
BA, Finance
Steven Begleiter's Bear Stearns Experience 1984 - 2008
Job Principal at Flexpoint Ford
Industry Financial Services
Experience
Flexpoint Ford August 2008 - Present
Bear Stearns 1984 - 2008
Skills
Private Equity, Hedge Funds, Investment Banking, Alternative Investments, Investments, Financial Services, Asset Managment, Business Strategy, Capital Markets, Series 7, Asset Management, Mutual Funds, ABS, CDO, Valuation, Fixed Income, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Equities
Education
Haverford College 1980 — 1984
New Rochelle High School 1977 — 1980
Flexpoint Ford August 2008 - Present
Bear Stearns 1984 - 2008
Skills
Private Equity, Hedge Funds, Investment Banking, Alternative Investments, Investments, Financial Services, Asset Managment, Business Strategy, Capital Markets, Series 7, Asset Management, Mutual Funds, ABS, CDO, Valuation, Fixed Income, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Equities
Education
Haverford College 1980 — 1984
New Rochelle High School 1977 — 1980
Bayo Gbowu Sr.'s Bear Stearns Experience October 2003 - October 2007
Job Vice President at Arab Banking Corporation
Industry Financial Services
Experience
Arab Banking Corporation March 2013 - Present
JPMorgan March 2009 - March 2013
J.P. Morgan October 2007 - March 2009
Bear Stearns October 2003 - October 2007
American Express January 2003 - October 2003
Skills
Portfolio Management, Financial Analysis, Global Custody, Bonds, FINRA, Credit Risk, Cash Management, Finance, Asset Allocation, Trading, Strategic Financial..., Credit, Collateral Management, Credit Analysis, Valuation, Securities Lending, Corporate Finance, Corporate Banking, Trade Finance, AML, Fixed Income, Derivatives, Prime Brokerage, Banking, Equities, Securities, Hedge Funds
Education
Hofstra University
Arab Banking Corporation March 2013 - Present
JPMorgan March 2009 - March 2013
J.P. Morgan October 2007 - March 2009
Bear Stearns October 2003 - October 2007
American Express January 2003 - October 2003
Skills
Portfolio Management, Financial Analysis, Global Custody, Bonds, FINRA, Credit Risk, Cash Management, Finance, Asset Allocation, Trading, Strategic Financial..., Credit, Collateral Management, Credit Analysis, Valuation, Securities Lending, Corporate Finance, Corporate Banking, Trade Finance, AML, Fixed Income, Derivatives, Prime Brokerage, Banking, Equities, Securities, Hedge Funds
Education
Hofstra University
Jessi Walter Brelsford's Bear Stearns Experience July 2003 - May 2008
Job Founder & Chief Bud, Taste Buds Kitchen
Industry Entertainment
Experience
Taste Buds Kitchen 2007 - Present
Bear Stearns July 2003 - May 2008
Skills
Capital Markets
Education
Harvard University 1999 — 2003
AB, Economics
Taste Buds Kitchen 2007 - Present
Bear Stearns July 2003 - May 2008
Skills
Capital Markets
Education
Harvard University 1999 — 2003
AB, Economics
Danielle Frissell's Bear Stearns Experience 2007 - 2009
Job JPMorgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan May 2013 - February 2015
J.P. Morgan 2011 - May 2013
J.P. Morgan 2009 - 2011
Bear Stearns 2007 - 2009
Skills
Structured Products, Equities, Alternative Investments, Intercultural..., Bloomberg, Financial Modeling
Education
Saint Louis University 2003 — 2007
BSBA, Finance & International Business
Ruprecht-Karls-Universität Heidelberg
Study Abroad, German Studies (February - August 2005)
Ciudad del Saber - Panama City, Panama
Study Abroad, International Business (January 2005)
City University of Hong Kong
Study Abroad, International Business (January 2007)
J.P. Morgan February 2015 - Present
J.P. Morgan May 2013 - February 2015
J.P. Morgan 2011 - May 2013
J.P. Morgan 2009 - 2011
Bear Stearns 2007 - 2009
Skills
Structured Products, Equities, Alternative Investments, Intercultural..., Bloomberg, Financial Modeling
Education
Saint Louis University 2003 — 2007
BSBA, Finance & International Business
Ruprecht-Karls-Universität Heidelberg
Study Abroad, German Studies (February - August 2005)
Ciudad del Saber - Panama City, Panama
Study Abroad, International Business (January 2005)
City University of Hong Kong
Study Abroad, International Business (January 2007)
Rose Hirsch's Bear Stearns Experience October 2006 - April 2007
Job Human Resources at Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP January 2014 - Present
Fitzpatrick, Cella, Harper & Scinto April 2007 - December 2013
Bear Stearns October 2006 - April 2007
Ropes & Gray (formerly Fish & Neave) January 2004 - October 2006
Skills
Outlook, Legal Research, Employment Law, Litigation, Legal Writing, Intellectual Property, Document Review, Legal Assistance, Legal Advice, Corporate Law, Civil Litigation, Human Resources, Mediation, PowerPoint, Contract Negotiation, Policy, Management, Training, Interviews, Patents, Leadership, Litigation Support, Corporate Governance, Arbitration, Mergers & Acquisitions, Licensing, Westlaw
Education
Hofstra University 2004 — 2007
Bachelor of Science (BS), Business Administration and Management, General, Magna Cum Laude
Stuyvesant High School 1978 — 1981
Regents Diploma
Goodwin Procter LLP January 2014 - Present
Fitzpatrick, Cella, Harper & Scinto April 2007 - December 2013
Bear Stearns October 2006 - April 2007
Ropes & Gray (formerly Fish & Neave) January 2004 - October 2006
Skills
Outlook, Legal Research, Employment Law, Litigation, Legal Writing, Intellectual Property, Document Review, Legal Assistance, Legal Advice, Corporate Law, Civil Litigation, Human Resources, Mediation, PowerPoint, Contract Negotiation, Policy, Management, Training, Interviews, Patents, Leadership, Litigation Support, Corporate Governance, Arbitration, Mergers & Acquisitions, Licensing, Westlaw
Education
Hofstra University 2004 — 2007
Bachelor of Science (BS), Business Administration and Management, General, Magna Cum Laude
Stuyvesant High School 1978 — 1981
Regents Diploma
Bruce Eberhardt's Bear Stearns Experience May 1995 - October 1995
Job Programmer
Industry Investment Banking
Experience
Credit Suisse March 2012 - Present
Barclays Capital September 2009 - March 2012
Goldman Sachs October 1995 - November 2008
Bear Stearns May 1995 - October 1995
Goldman Sachs September 1993 - May 1995
Salomon Brothers November 1990 - September 1993
Citicorp November 1986 - November 1990
Scallop Material Services May 1986 - November 1986
Atlas Computer Systems January 1984 - May 1986
JP Morgan May 1983 - December 1983
Education
Hofstra University 1981 — 1985
BS, Computer Science
Credit Suisse March 2012 - Present
Barclays Capital September 2009 - March 2012
Goldman Sachs October 1995 - November 2008
Bear Stearns May 1995 - October 1995
Goldman Sachs September 1993 - May 1995
Salomon Brothers November 1990 - September 1993
Citicorp November 1986 - November 1990
Scallop Material Services May 1986 - November 1986
Atlas Computer Systems January 1984 - May 1986
JP Morgan May 1983 - December 1983
Education
Hofstra University 1981 — 1985
BS, Computer Science
Debra Cooper-Guarna's Bear Stearns Experience 2000 - 2002
Job Compliance Manager at Interactive Data
Industry Financial Services
Experience
Interactive Data 2007 - December 2012
Interactive Data 2002 - 2007
Bear Stearns 2000 - 2002
Interactive Data 1995 - 2000
Skills
Fixed Income, Bloomberg
Education
Pace University - Lubin School of Business 2010 — 2013
MBA, Investment Banking
Hofstra University
Bachelor of Business Administration (B.B.A.), Finance, General
Interactive Data 2007 - December 2012
Interactive Data 2002 - 2007
Bear Stearns 2000 - 2002
Interactive Data 1995 - 2000
Skills
Fixed Income, Bloomberg
Education
Pace University - Lubin School of Business 2010 — 2013
MBA, Investment Banking
Hofstra University
Bachelor of Business Administration (B.B.A.), Finance, General
Curtis Pfeiffer's Bear Stearns Experience 2002 - 2004
Job Global Head of Sales and Marketing
Industry Capital Markets
Experience
Pragma Securities March 2009 - Present
Bank of America Securities July 2004 - March 2009
Bear Stearns 2002 - 2004
Instinet Corporation 1995 - 2002
Skills
Equity Trading, Account Management, FX trading, US Equities, Crossing Networks, Product Development, Futures, Project Management, algorithmic trading, Electronic Trading, Options, Management, Sales, Sales Management, Trading Systems, Market Data, Trading, Equities
Education
Hobart and William Smith Colleges 1989 — 1993
BA, Independent Major - European Studies
Burr and Burton
Pragma Securities March 2009 - Present
Bank of America Securities July 2004 - March 2009
Bear Stearns 2002 - 2004
Instinet Corporation 1995 - 2002
Skills
Equity Trading, Account Management, FX trading, US Equities, Crossing Networks, Product Development, Futures, Project Management, algorithmic trading, Electronic Trading, Options, Management, Sales, Sales Management, Trading Systems, Market Data, Trading, Equities
Education
Hobart and William Smith Colleges 1989 — 1993
BA, Independent Major - European Studies
Burr and Burton
Paul Bouchard's Bear Stearns Experience July 2006 - March 2008
Job Vice President Global Risk Technology at Bank of America
Industry Financial Services
Experience
Bank of America February 2012 - Present
MF Global April 2010 - March 2012
JP Morgan March 2008 - March 2010
Bear Stearns July 2006 - March 2008
Bear Stearns July 2004 - December 2006
Wachovia Securities, LLC 2003 - 2004
Prudential Securities November 1999 - 2004
Skills
Fixed Income, Prime Brokerage, Trading Systems, Derivatives, Equities, Electronic Trading, Series 7, Bloomberg, Middle Office, Securities, Options, Capital Markets, Investment Banking, Swaps, Credit Derivatives, Hedge Funds, FX Options, Market Data, Trading, Equity Derivatives, Relationship Management, Structured Products, Series 63, Risk Management, Bonds, Back Office, Settlement, Business Analysis, Financial Services, Alternative Investments, Financial Markets, Operational Risk, Interest Rate..., Market Risk, Collateral Management, Equity Trading, Commodity, Finance, Asset Management, Securities Lending
Education
Pace University - Lubin School of Business 2003 — 2006
MBA, Finance and Investment Management
Hofstra University 1994 — 1998
BBA, Business Computer Information Systems
Bank of America February 2012 - Present
MF Global April 2010 - March 2012
JP Morgan March 2008 - March 2010
Bear Stearns July 2006 - March 2008
Bear Stearns July 2004 - December 2006
Wachovia Securities, LLC 2003 - 2004
Prudential Securities November 1999 - 2004
Skills
Fixed Income, Prime Brokerage, Trading Systems, Derivatives, Equities, Electronic Trading, Series 7, Bloomberg, Middle Office, Securities, Options, Capital Markets, Investment Banking, Swaps, Credit Derivatives, Hedge Funds, FX Options, Market Data, Trading, Equity Derivatives, Relationship Management, Structured Products, Series 63, Risk Management, Bonds, Back Office, Settlement, Business Analysis, Financial Services, Alternative Investments, Financial Markets, Operational Risk, Interest Rate..., Market Risk, Collateral Management, Equity Trading, Commodity, Finance, Asset Management, Securities Lending
Education
Pace University - Lubin School of Business 2003 — 2006
MBA, Finance and Investment Management
Hofstra University 1994 — 1998
BBA, Business Computer Information Systems
George Manchenko's Bear Stearns Experience 2006 - 2008
Job DirectorGlobal Relationship Manager at HSBC Securities
Industry Banking
Experience
HSBC Securities October 2010 - Present
Knight Equity Markets July 2009 - October 2010
Bear Stearns 2006 - 2008
BNP Paribas May 2002 - September 2006
Fleet Bank September 2000 - April 2002
Sole Proprietor, Personal Fitness Business February 1994 - August 2000
Citicorp Retail Services May 1990 - January 1994
Royal Bank of Canada 1987 - 1989
Manufacturers Hanover Trust 1986 - 1987
Skills
Credit, Capital Markets, Credit Analysis, Fixed Income, Financial Risk, Derivatives, Commercial Banking, Credit Risk, Equities, Hedge Funds, Banking, Secured Financing, TRS, ABS, Investment Banking, Financial Services, Financial Markets, Structured Finance, FX Options
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance and International Business
Hofstra University 1985 — 1986
BBA, Banking and Finance
NHP Memorial HS 1975 — 1981
High School Diploma
HSBC Securities October 2010 - Present
Knight Equity Markets July 2009 - October 2010
Bear Stearns 2006 - 2008
BNP Paribas May 2002 - September 2006
Fleet Bank September 2000 - April 2002
Sole Proprietor, Personal Fitness Business February 1994 - August 2000
Citicorp Retail Services May 1990 - January 1994
Royal Bank of Canada 1987 - 1989
Manufacturers Hanover Trust 1986 - 1987
Skills
Credit, Capital Markets, Credit Analysis, Fixed Income, Financial Risk, Derivatives, Commercial Banking, Credit Risk, Equities, Hedge Funds, Banking, Secured Financing, TRS, ABS, Investment Banking, Financial Services, Financial Markets, Structured Finance, FX Options
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance and International Business
Hofstra University 1985 — 1986
BBA, Banking and Finance
NHP Memorial HS 1975 — 1981
High School Diploma
Jonathan Firester's Bear Stearns Experience 2007 - 2008
Job Executive Director at EY
Industry Investment Banking
Experience
EY November 2014 - Present
Accenture February 2013 - August 2014
R. G. Niederhoffer Capital Management September 2010 - February 2013
JPMorgan March 2008 - August 2010
Bear Stearns 2007 - 2008
Lehman Brothers 2000 - 2006
McKinsey & Company 1996 - 2000
Skills
Financial Services, Strategy, Prime Brokerage, Equities, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Trading Systems, Trading, Electronic Trading, Program Management, Mergers & Acquisitions
Education
Harvard University 1983 — 1987
AB
Harvard University 1983 — 1987
Bachelor's degree
EY November 2014 - Present
Accenture February 2013 - August 2014
R. G. Niederhoffer Capital Management September 2010 - February 2013
JPMorgan March 2008 - August 2010
Bear Stearns 2007 - 2008
Lehman Brothers 2000 - 2006
McKinsey & Company 1996 - 2000
Skills
Financial Services, Strategy, Prime Brokerage, Equities, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Trading Systems, Trading, Electronic Trading, Program Management, Mergers & Acquisitions
Education
Harvard University 1983 — 1987
AB
Harvard University 1983 — 1987
Bachelor's degree
Alaina Sammartano's Bear Stearns Experience March 2004 - March 2008
Job VP International Tax at Viacom Inc.
Industry Media Production
Experience
Viacom Inc. March 2008 - Present
Bear Stearns March 2004 - March 2008
Viacom March 2001 - March 2004
Arthur Andersen September 1998 - March 2001
Skills
Tax Accounting, Tax Compliance, Tax, Corporate Tax, International Tax
Education
Hofstra University 2001 — 2003
Master's degree, Taxation
Hofstra University 1994 — 1998
BBA, Accounting
Viacom Inc. March 2008 - Present
Bear Stearns March 2004 - March 2008
Viacom March 2001 - March 2004
Arthur Andersen September 1998 - March 2001
Skills
Tax Accounting, Tax Compliance, Tax, Corporate Tax, International Tax
Education
Hofstra University 2001 — 2003
Master's degree, Taxation
Hofstra University 1994 — 1998
BBA, Accounting
Eric Tucker's Bear Stearns Experience September 2000 - September 2001
Job Business Development Executive
Industry Logistics and Supply Chain
Experience
AFN October 2012 - Present
100 Proof Restaurants August 2007 - September 2010
River Partners January 2001 - July 2007
Bear Stearns September 2000 - September 2001
Skills
Customer Service, Strategic Planning, Team Building, Public Speaking, Restaurants, Event Planning, Marketing, Leadership, Sales, Marketing Strategy, Microsoft Office, New Business Development, Training, Management, Forecasting, Budgets, Operations Management, Account Management, Business Development, Process Improvement, Logistics, Supply Chain Management, Contract Negotiation, Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2016
M.S, Logistics, Materials, and Supply Chain Management
Indiana University - Kelley School of Business
Bacheler of science, Double Major Finance and Accounting
AFN October 2012 - Present
100 Proof Restaurants August 2007 - September 2010
River Partners January 2001 - July 2007
Bear Stearns September 2000 - September 2001
Skills
Customer Service, Strategic Planning, Team Building, Public Speaking, Restaurants, Event Planning, Marketing, Leadership, Sales, Marketing Strategy, Microsoft Office, New Business Development, Training, Management, Forecasting, Budgets, Operations Management, Account Management, Business Development, Process Improvement, Logistics, Supply Chain Management, Contract Negotiation, Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2016
M.S, Logistics, Materials, and Supply Chain Management
Indiana University - Kelley School of Business
Bacheler of science, Double Major Finance and Accounting
Nicole Sheehan's Bear Stearns Experience April 2009 - Present
Job Independent Financial Services Consultant
Industry Financial Services
Experience
Bear Stearns April 2009 - Present
JPMORGAN CHASE/BEAR STEARNS March 2008 - April 2009
BEAR STEARNS & CO March 2007 - March 2008
Bear Stearns July 1990 - March 2008
BEAR STEARNS & CO September 1999 - March 2007
Bear Stearns October 1992 - September 1999
Bear Stearns July 1990 - October 1992
Skills
Interest Rate Swaps, Equity Swaps, Fixed Income, Derivatives, Prime Brokerage, Credit Derivatives, Investment Banking, Series 7, Summit, ISDA, Middle Office, Options, Collateral Management, Settlements, Capital Markets, Swaptions
Education
Hofstra University 1987 — 1990
B.A, Finance
Hofstra University 1986 — 1990
BA, Finance
Bear Stearns April 2009 - Present
JPMORGAN CHASE/BEAR STEARNS March 2008 - April 2009
BEAR STEARNS & CO March 2007 - March 2008
Bear Stearns July 1990 - March 2008
BEAR STEARNS & CO September 1999 - March 2007
Bear Stearns October 1992 - September 1999
Bear Stearns July 1990 - October 1992
Skills
Interest Rate Swaps, Equity Swaps, Fixed Income, Derivatives, Prime Brokerage, Credit Derivatives, Investment Banking, Series 7, Summit, ISDA, Middle Office, Options, Collateral Management, Settlements, Capital Markets, Swaptions
Education
Hofstra University 1987 — 1990
B.A, Finance
Hofstra University 1986 — 1990
BA, Finance
Omer Ahmed's Bear Stearns Experience March 2006 - December 2007
Job President at Abaris Capital Advisors, LLC
Industry Investment Management
Experience
Abaris Capital Advisors, LLC December 2007 - Present
300 North Capital, LLC October 2010 - Present
Vision Brazil Investments January 2010 - 2014
Bear Stearns March 2006 - December 2007
Crescent Capital Management, LLC July 1996 - March 2006
Skills
Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investments, Private Equity, Investment Management, Venture Capital, Financial Advisory, Capital, Strategy, Funding, Equities, Economics, Joint Ventures
Education
Harvard University
Post Grad, Investment Decisions and Behavioural Finance
Washington University in St. Louis 1984 — 1987
BA, Psychology
Abaris Capital Advisors, LLC December 2007 - Present
300 North Capital, LLC October 2010 - Present
Vision Brazil Investments January 2010 - 2014
Bear Stearns March 2006 - December 2007
Crescent Capital Management, LLC July 1996 - March 2006
Skills
Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investments, Private Equity, Investment Management, Venture Capital, Financial Advisory, Capital, Strategy, Funding, Equities, Economics, Joint Ventures
Education
Harvard University
Post Grad, Investment Decisions and Behavioural Finance
Washington University in St. Louis 1984 — 1987
BA, Psychology
Robert Solomon's Bear Stearns Experience 2001 - 2002
Job Director, Product & Channel Integration at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2005 - Present
Mellon Financial 2002 - 2005
Bear Stearns 2001 - 2002
AXA Equitable 1998 - 2001
AXA Equitable 1995 - 1998
Guardian Life Insurance 1992 - 1995
Skills
Product Marketing, Internal Marketing, Financial Services, Marketing Communications, Marketing Strategy, Wealth Management, Life Insurance, Variable Annuities, Fixed Annuities, Mutual Funds, Product Management, Brainshark, Strategy Execution, Tactical Sales Planning, Personal Financial..., Sales Presentations, Project Management
Education
William Paterson University of New Jersey 1996 — 2000
MBA
Hofstra University 1988 — 1992
BBA
TIAA-CREF 2005 - Present
Mellon Financial 2002 - 2005
Bear Stearns 2001 - 2002
AXA Equitable 1998 - 2001
AXA Equitable 1995 - 1998
Guardian Life Insurance 1992 - 1995
Skills
Product Marketing, Internal Marketing, Financial Services, Marketing Communications, Marketing Strategy, Wealth Management, Life Insurance, Variable Annuities, Fixed Annuities, Mutual Funds, Product Management, Brainshark, Strategy Execution, Tactical Sales Planning, Personal Financial..., Sales Presentations, Project Management
Education
William Paterson University of New Jersey 1996 — 2000
MBA
Hofstra University 1988 — 1992
BBA
Gerson Mendonce's Bear Stearns Experience July 2007 - June 2008
Job Distressed and EventDriven Credit at Mariner Investment Group
Industry Investment Management
Experience
Mariner Investment Group September 2014 - Present
Allen Global Partners May 2012 - July 2014
Allen & Company LLC June 2008 - April 2012
Bear Stearns July 2007 - June 2008
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance
Indiana University Bloomington 2003 — 2007
BA, Economics
Mariner Investment Group September 2014 - Present
Allen Global Partners May 2012 - July 2014
Allen & Company LLC June 2008 - April 2012
Bear Stearns July 2007 - June 2008
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance
Indiana University Bloomington 2003 — 2007
BA, Economics
John Stacconi's Bear Stearns Experience July 1985 - May 2008
Job Managing DirectorGlobal Treasurer at Jefferies & Company
Industry Banking
Experience
Jefferies & Company January 2012 - Present
Nomura January 2010 - December 2011
JP Morgan June 2008 - December 2009
Bear Stearns July 1985 - May 2008
Skills
Electronic Trading, Private Equity, Emerging Markets, Corporate Finance, Hedge Funds, Financial Services, Financial Markets, Management, Capital Markets, Financial Modeling, Options, Treasury Management, Series 7, Financial Structuring, Equities, Asset Management, Structured Finance, Securities, Trading, Investment Banking, Derivatives, Bonds, Valuation, Fixed Income, Portfolio Management, Prime Brokerage, Bloomberg, Equity Research, Due Diligence, Credit Risk, Equity Derivatives, Risk Management, FX Options, Asset Managment, Finance, Structured Products, Credit Derivatives, Financial Analysis, Alternative Investments, Trading Systems, Banking, Financial Risk, Series 63, Investments, Mergers & Acquisitions, Middle Office, Funding
Education
Hofstra University 1981 — 1985
Bachelor’s Degree, Finance and Economics
Schreiber High School 1978 — 1981
Jefferies & Company January 2012 - Present
Nomura January 2010 - December 2011
JP Morgan June 2008 - December 2009
Bear Stearns July 1985 - May 2008
Skills
Electronic Trading, Private Equity, Emerging Markets, Corporate Finance, Hedge Funds, Financial Services, Financial Markets, Management, Capital Markets, Financial Modeling, Options, Treasury Management, Series 7, Financial Structuring, Equities, Asset Management, Structured Finance, Securities, Trading, Investment Banking, Derivatives, Bonds, Valuation, Fixed Income, Portfolio Management, Prime Brokerage, Bloomberg, Equity Research, Due Diligence, Credit Risk, Equity Derivatives, Risk Management, FX Options, Asset Managment, Finance, Structured Products, Credit Derivatives, Financial Analysis, Alternative Investments, Trading Systems, Banking, Financial Risk, Series 63, Investments, Mergers & Acquisitions, Middle Office, Funding
Education
Hofstra University 1981 — 1985
Bachelor’s Degree, Finance and Economics
Schreiber High School 1978 — 1981
Joseph Ryan's Bear Stearns Experience July 1991 - November 1992
Job Senior Vice PresidentFixed Income Sales at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC January 2013 - Present
Morgan Stanley August 2010 - April 2012
Finacorp Securities July 2009 - September 2010
Blaylock Robert Van February 2008 - March 2009
Credit Suisse January 1995 - January 2007
Paine Webber December 1992 - December 1994
Bear Stearns July 1991 - November 1992
Prudential Bache Securities July 1986 - June 1991
Skills
Fixed Income, Capital Markets, Trading, Bonds, Series 7, Electronic Trading, Hedge Funds, Securities, Investment Banking, Credit, Credit Derivatives, Derivatives, Structured Finance, Bloomberg, Swaps, Structured Products, Series 63, Equities, Alternative Investments, Interest Rate..., FINRA, Financial Markets, Asset Management, Equity Capital Markets, Relationship Management, Series 24, Options, Corporate Finance, Equity Trading, Fixed Income Products, Customer Service, High Yield, Customer Relations, Debt, Fixed Income Trading, Series 79
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance & International Business
Harvard University 1982 — 1986
B.A., Classics
Xavier High School 1978 — 1982
Diploma
JVB Financial Group, LLC January 2013 - Present
Morgan Stanley August 2010 - April 2012
Finacorp Securities July 2009 - September 2010
Blaylock Robert Van February 2008 - March 2009
Credit Suisse January 1995 - January 2007
Paine Webber December 1992 - December 1994
Bear Stearns July 1991 - November 1992
Prudential Bache Securities July 1986 - June 1991
Skills
Fixed Income, Capital Markets, Trading, Bonds, Series 7, Electronic Trading, Hedge Funds, Securities, Investment Banking, Credit, Credit Derivatives, Derivatives, Structured Finance, Bloomberg, Swaps, Structured Products, Series 63, Equities, Alternative Investments, Interest Rate..., FINRA, Financial Markets, Asset Management, Equity Capital Markets, Relationship Management, Series 24, Options, Corporate Finance, Equity Trading, Fixed Income Products, Customer Service, High Yield, Customer Relations, Debt, Fixed Income Trading, Series 79
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance & International Business
Harvard University 1982 — 1986
B.A., Classics
Xavier High School 1978 — 1982
Diploma
Amit Maiti's Bear Stearns Experience 2005 - 2006
Job at Lexmark International (India) Private Limited
Industry Information Technology and Services
Experience
PROSAAMYA INC Software Engineering ProfessionalLexmark International
JP Morgan Chase 2009 - 2009
Pro SAAMYA, Inc. 2005 - 2009
Tullett Prebon 2006 - 2008
Bear Stearns 2005 - 2006
Primesoft, Inc. 2005 - 2006
RS Software 2003 - 2005
Pinnacle Info Solutions 2002 - 2004
Lehman Brothers 2003 - 2003
Tata Consultancy Services September 1996 - December 1999
Skills
MS Project, Requirements Analysis, Product Development, Business Intelligence, Business Analysis, Agile Methodologies, Project Management, Process Engineering, Quality Assurance, Team Management, Software Development, Sourcing, Project Planning, Software Project..., Testing, CRM, Vendor Management, Management, Microsoft Project
Education
Indian Institute of Technology, Delhi 1993 — 1994
M. Tech., Textile Engineering
Government College of Engineering and Textile Technology, Serampore 1989 — 1993
B. Tech., Textile
Khukurdaha I.C.M.M. High School 1985 — 1987
Higher Secondary
Uttar Jianda High School 1979 — 1985
Secondary
PROSAAMYA INC Software Engineering ProfessionalLexmark International
JP Morgan Chase 2009 - 2009
Pro SAAMYA, Inc. 2005 - 2009
Tullett Prebon 2006 - 2008
Bear Stearns 2005 - 2006
Primesoft, Inc. 2005 - 2006
RS Software 2003 - 2005
Pinnacle Info Solutions 2002 - 2004
Lehman Brothers 2003 - 2003
Tata Consultancy Services September 1996 - December 1999
Skills
MS Project, Requirements Analysis, Product Development, Business Intelligence, Business Analysis, Agile Methodologies, Project Management, Process Engineering, Quality Assurance, Team Management, Software Development, Sourcing, Project Planning, Software Project..., Testing, CRM, Vendor Management, Management, Microsoft Project
Education
Indian Institute of Technology, Delhi 1993 — 1994
M. Tech., Textile Engineering
Government College of Engineering and Textile Technology, Serampore 1989 — 1993
B. Tech., Textile
Khukurdaha I.C.M.M. High School 1985 — 1987
Higher Secondary
Uttar Jianda High School 1979 — 1985
Secondary
John Veith's Bear Stearns Experience June 2005 - December 2005
Job Assistant to the Chairman at Raymond James Financial Inc.
Industry Management Consulting
Experience
Raymond James Financial Inc. August 2012 - Present
Raymond James Financial, Inc. May 2011 - August 2011
The Blackstone Group December 2005 - August 2010
Bear Stearns June 2005 - December 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Equities, Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Indiana University - Kelley School of Business 2001 — 2005
B.S., Finance
Raymond James Financial Inc. August 2012 - Present
Raymond James Financial, Inc. May 2011 - August 2011
The Blackstone Group December 2005 - August 2010
Bear Stearns June 2005 - December 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Equities, Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Indiana University - Kelley School of Business 2001 — 2005
B.S., Finance
David Blume's Bear Stearns Experience March 1994 - October 1999
Job Managing Director at Edgemont Capital Partners
Industry Financial Services
Experience
Edgemont Capital Partners November 2001 - Present
Lehman Brothers October 1999 - January 2002
Bear Stearns March 1994 - October 1999
Skills
Mergers, Investment Banking, Valuation, Acquisitions, Divestitures, Due Diligence, Private Equity, Corporate Development, Venture Capital, Corporate Finance, Financial Modeling, Biotechnology, Healthcare, Financial Analysis, Business Strategy, Restructuring, Business Development, New Business Development, Strategic Planning, Start-ups
Education
Haverford College 1984 — 1988
BA, philosophy
Edgemont Capital Partners November 2001 - Present
Lehman Brothers October 1999 - January 2002
Bear Stearns March 1994 - October 1999
Skills
Mergers, Investment Banking, Valuation, Acquisitions, Divestitures, Due Diligence, Private Equity, Corporate Development, Venture Capital, Corporate Finance, Financial Modeling, Biotechnology, Healthcare, Financial Analysis, Business Strategy, Restructuring, Business Development, New Business Development, Strategic Planning, Start-ups
Education
Haverford College 1984 — 1988
BA, philosophy
Zong Da Chen's Bear Stearns Experience 2002 - 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2008 - Present
Bear Stearns 2002 - 2008
Education
Harvard University 1997 — 2001
AB, Computer Science
Goldman Sachs 2008 - Present
Bear Stearns 2002 - 2008
Education
Harvard University 1997 — 2001
AB, Computer Science
Timothy Donaldson's Bear Stearns Experience December 2006 - May 2008
Job Vice President at CAIS Group
Industry Financial Services
Experience
CAIS Group January 2015 - Present
PineBridge Investments June 2010 - December 2014
Credit Suisse May 2008 - May 2010
Bear Stearns December 2006 - May 2008
Skills
Private Equity, Investment Strategies, Bloomberg, Investments, Fund Of Funds, Emerging Markets, Institutional..., Relationship Management, Frontier Markets, Fixed Income, Investment Management, Alternative Investments, Hedge Funds
Education
Hobart and William Smith Colleges 2001 — 2005
BA, History
The Hill School
High School Diploma
CAIS Group January 2015 - Present
PineBridge Investments June 2010 - December 2014
Credit Suisse May 2008 - May 2010
Bear Stearns December 2006 - May 2008
Skills
Private Equity, Investment Strategies, Bloomberg, Investments, Fund Of Funds, Emerging Markets, Institutional..., Relationship Management, Frontier Markets, Fixed Income, Investment Management, Alternative Investments, Hedge Funds
Education
Hobart and William Smith Colleges 2001 — 2005
BA, History
The Hill School
High School Diploma
Michael Bohlmann's Bear Stearns Experience July 2004 - July 2006
Job Founder & CEO at Creatis Capital
Industry Investment Management
Experience
Creatis Capital May 2014 - Present
CAIS Group August 2013 - March 2014
Asset Alliance / Hedge Harbor July 2009 - August 2013
Deutsche Bank July 2007 - April 2009
Societe Generale July 2006 - July 2007
Bear Stearns July 2004 - July 2006
BNP Paribas 2003 - 2004
Zurich Capital Markets 2002 - 2003
Morgan Stanley July 2000 - February 2002
Skills
Hedge Funds, Alternative Investments, Derivatives, Investment Banking, Hedging, Capital Raising, Fund Of Funds, Structured Products, Fixed Income, Trading, Equities, Capital Markets, Investor Relations, Portfolio Management, Global Macro, Investments, Structured Finance, Private Equity, American Politics, Securities, Asset Management
Education
Harvard University 1996 — 2000
AB magna cum laude, Government
Harvard-Westlake 1990 — 1996
High School
Creatis Capital May 2014 - Present
CAIS Group August 2013 - March 2014
Asset Alliance / Hedge Harbor July 2009 - August 2013
Deutsche Bank July 2007 - April 2009
Societe Generale July 2006 - July 2007
Bear Stearns July 2004 - July 2006
BNP Paribas 2003 - 2004
Zurich Capital Markets 2002 - 2003
Morgan Stanley July 2000 - February 2002
Skills
Hedge Funds, Alternative Investments, Derivatives, Investment Banking, Hedging, Capital Raising, Fund Of Funds, Structured Products, Fixed Income, Trading, Equities, Capital Markets, Investor Relations, Portfolio Management, Global Macro, Investments, Structured Finance, Private Equity, American Politics, Securities, Asset Management
Education
Harvard University 1996 — 2000
AB magna cum laude, Government
Harvard-Westlake 1990 — 1996
High School
Lisa Marks's Bear Stearns Experience 2001 - 2008
Job Head of Securitized Products, Valuations at Thomson Reuters
Industry Investment Banking
Experience
Thomson Reuters August 2009 - Present
JPMorgan June 2008 - July 2009
Bear Stearns 2001 - 2008
Barra 1996 - 2000
Lehman Brothers 1992 - 1996
Prudential Securities 1990 - 1992
Drexel Burnham Lambert 1986 - 1990
Skills
Financial Structuring, Structured Products, Capital Markets, Valuation, Securitization, Structured Finance, MBS, Fixed Income, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Management
Hofstra University 1984 — 1986
BBA, Finance
Thomson Reuters August 2009 - Present
JPMorgan June 2008 - July 2009
Bear Stearns 2001 - 2008
Barra 1996 - 2000
Lehman Brothers 1992 - 1996
Prudential Securities 1990 - 1992
Drexel Burnham Lambert 1986 - 1990
Skills
Financial Structuring, Structured Products, Capital Markets, Valuation, Securitization, Structured Finance, MBS, Fixed Income, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Management
Hofstra University 1984 — 1986
BBA, Finance
Cliff Wexler, CFA's Bear Stearns Experience April 1993 - July 2001
Job Managing Regulatory Coordinator Southern Region at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2009 - March 2015
UBS Financial Services Inc. July 2006 - April 2009
UBS Chairman's Office July 2001 - June 2006
Bear Stearns April 1993 - July 2001
Fidelity Investments 1988 - 1993
Spicer & Oppenheim 1987 - 1987
Drexel Burnham Lambert 1982 - 1986
Dreyfus 1980 - 1980
Skills
FINRA, Internal Audit, Series 24, Brokerage Operations, Correspondent Clearing, Regulatory Reporting, Investment Advisory, Mutual Funds, Operational Risk, Enterprise Risk..., Series 27, Financial Accounting, Financial Analysis, Financial Audits, Financial Risk, Financial Markets, Managerial Finance, Certified Fraud Examiner, Chartered Financial..., system, CISA, Securities, Risk Management, AML, Auditing, Capital Markets, Due Diligence, Operational Risk..., Internal Controls, Asset Management, Investment Banking, Derivatives, Brokers, Hedge Funds, Series 7, Accounting, Financial Services, Financial Regulation, Fixed Income, Equities, Investment Management, Corporate Governance, KYC, Sarbanes-Oxley Act, Anti Money Laundering
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Financial Management
Hofstra University 1976 — 1979
BBA, Accounting
Oceanside High School
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2009 - March 2015
UBS Financial Services Inc. July 2006 - April 2009
UBS Chairman's Office July 2001 - June 2006
Bear Stearns April 1993 - July 2001
Fidelity Investments 1988 - 1993
Spicer & Oppenheim 1987 - 1987
Drexel Burnham Lambert 1982 - 1986
Dreyfus 1980 - 1980
Skills
FINRA, Internal Audit, Series 24, Brokerage Operations, Correspondent Clearing, Regulatory Reporting, Investment Advisory, Mutual Funds, Operational Risk, Enterprise Risk..., Series 27, Financial Accounting, Financial Analysis, Financial Audits, Financial Risk, Financial Markets, Managerial Finance, Certified Fraud Examiner, Chartered Financial..., system, CISA, Securities, Risk Management, AML, Auditing, Capital Markets, Due Diligence, Operational Risk..., Internal Controls, Asset Management, Investment Banking, Derivatives, Brokers, Hedge Funds, Series 7, Accounting, Financial Services, Financial Regulation, Fixed Income, Equities, Investment Management, Corporate Governance, KYC, Sarbanes-Oxley Act, Anti Money Laundering
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Financial Management
Hofstra University 1976 — 1979
BBA, Accounting
Oceanside High School
Arun Bansal's Bear Stearns Experience 1992 - 1995
Job Managing Director, Senior Relationship Manager, Insurance Sector, Markets
Industry Financial Services
Experience
Citigroup July 2015 - Present
Citi June 2010 - June 2015
Towers Watson January 2009 - June 2010
UBS Investment Bank 2003 - 2009
Citigroup 1997 - 2003
Banc of America Securities 1995 - 1997
Bear Stearns 1992 - 1995
Skills
Capital Markets, Derivatives, Investment Banking, Fixed Income, Valuation, Trading, FX Options, Hedge Funds, Risk Management, New Business Development, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1993
Ph.D., Business
New York University - Leonard N. Stern School of Business 1987 — 1991
Master's Degree, Business
Indian Institute of Technology, Delhi 1981 — 1985
B. Tech., Mechanical Engineering
Citigroup July 2015 - Present
Citi June 2010 - June 2015
Towers Watson January 2009 - June 2010
UBS Investment Bank 2003 - 2009
Citigroup 1997 - 2003
Banc of America Securities 1995 - 1997
Bear Stearns 1992 - 1995
Skills
Capital Markets, Derivatives, Investment Banking, Fixed Income, Valuation, Trading, FX Options, Hedge Funds, Risk Management, New Business Development, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1993
Ph.D., Business
New York University - Leonard N. Stern School of Business 1987 — 1991
Master's Degree, Business
Indian Institute of Technology, Delhi 1981 — 1985
B. Tech., Mechanical Engineering
Lisa Marie Clyne's Bear Stearns Experience July 1999 - July 2003
Job at Grade A Petroleum Corporation
Industry Oil & Energy
Experience
Grade A Petroleum Corporation July 2003 - Present
Bear Stearns July 1999 - July 2003
Education
Hofstra University 1995 — 1999
BBA, Finance
Grade A Petroleum Corporation July 2003 - Present
Bear Stearns July 1999 - July 2003
Education
Hofstra University 1995 — 1999
BBA, Finance
Marc Laurence's Bear Stearns Experience July 1999 - November 2008
Job Business Developer at McMillan Electric
Industry Telecommunications
Experience
McMillan Electric November 2011 - Present
Fourbridge Communication Inc. October 2008 - September 2011
Bear Stearns July 1999 - November 2008
IBEW May 1987 - July 1999
Skills
Fiber Optics, Cabling, Software Installation, Data Center, Unified Communications, Wireless, VoIP, WAN, Telecommunications, Management, Business Development, Networking, Integration, Contract Negotiation, Project Management, Budgets, Contract Management, Construction Management, Construction, Project Planning, Strategic Planning
Education
Humboldt State University 1982 — 1987
School name:
McMillan Electric November 2011 - Present
Fourbridge Communication Inc. October 2008 - September 2011
Bear Stearns July 1999 - November 2008
IBEW May 1987 - July 1999
Skills
Fiber Optics, Cabling, Software Installation, Data Center, Unified Communications, Wireless, VoIP, WAN, Telecommunications, Management, Business Development, Networking, Integration, Contract Negotiation, Project Management, Budgets, Contract Management, Construction Management, Construction, Project Planning, Strategic Planning
Education
Humboldt State University 1982 — 1987
School name:
Gregory Montagna's Bear Stearns Experience 2006 - 2008
Job Vice President, Mergers & Acquisitions at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company January 2015 - Present
Jefferies & Company May 2010 - August 2012
Oppenheimer & Co. September 2008 - April 2010
Bear Stearns 2006 - 2008
Skills
Financial Modeling, Valuation, LBO, Capital Markets, Investment Banking, Business Valuation, Due Diligence, Hedge Funds, Corporate Finance, Private Equity, Financial Analysis, Mergers, Venture Capital, DCF, Equities, Private Placements, Corporate Development, IPO, Asset Managment, Leveraged Finance, M&A experience, Investments, Finance, Equity Research, Restructuring, Portfolio Management, Acquisitions, Alternative Investments, Bloomberg, Buy-side
Education
Indiana University 2004 — 2006
Masters in Business Administration, Financial Analysis
Indiana University - Kelley School of Business 2001 — 2004
Bachelor of Science in Business Administration, Accounting and Finance
St. Jeanne 1987 — 1997
Santa Margarita
Jefferies & Company January 2015 - Present
Jefferies & Company May 2010 - August 2012
Oppenheimer & Co. September 2008 - April 2010
Bear Stearns 2006 - 2008
Skills
Financial Modeling, Valuation, LBO, Capital Markets, Investment Banking, Business Valuation, Due Diligence, Hedge Funds, Corporate Finance, Private Equity, Financial Analysis, Mergers, Venture Capital, DCF, Equities, Private Placements, Corporate Development, IPO, Asset Managment, Leveraged Finance, M&A experience, Investments, Finance, Equity Research, Restructuring, Portfolio Management, Acquisitions, Alternative Investments, Bloomberg, Buy-side
Education
Indiana University 2004 — 2006
Masters in Business Administration, Financial Analysis
Indiana University - Kelley School of Business 2001 — 2004
Bachelor of Science in Business Administration, Accounting and Finance
St. Jeanne 1987 — 1997
Santa Margarita
Michael F. Egan, CFP®'s Bear Stearns Experience June 1995 - December 1999
Job Certified Financial Planner
Industry Financial Services
Experience
4Thought Financial Group January 2013 - Present
Park Avenue Securities December 2010 - January 2013
Bear Stearns June 1995 - December 1999
Education
Hofstra University 1992 — 1994
BA, Finance
St. Dominic High School 1985 — 1989
4Thought Financial Group January 2013 - Present
Park Avenue Securities December 2010 - January 2013
Bear Stearns June 1995 - December 1999
Education
Hofstra University 1992 — 1994
BA, Finance
St. Dominic High School 1985 — 1989
Scott M. Hurwitz's Bear Stearns Experience September 1999 - August 2008
Job Associate at JP Morgan Chase
Industry Investment Banking
Experience
JP Morgan Chase July 2008 - March 2011
Bear Stearns September 1999 - August 2008
Skills
Management, Risk Management, Fixed Income, Trading, MBS, ABS, Mutual Funds, Derivatives, CDO, Hedge Funds
Education
Hofstra University 1987 — 1991
Bachelor of Science, Economics
JP Morgan Chase July 2008 - March 2011
Bear Stearns September 1999 - August 2008
Skills
Management, Risk Management, Fixed Income, Trading, MBS, ABS, Mutual Funds, Derivatives, CDO, Hedge Funds
Education
Hofstra University 1987 — 1991
Bachelor of Science, Economics
Huntington Tack Simmons's Bear Stearns Experience 1998 - 2000
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
CRT Capital Group May 2005 - October 2011
UBS 2001 - 2005
Paine Webber 2000 - 2001
Bear Stearns 1998 - 2000
Salomon Brothers 1996 - 1998
Lehman Brothers 1992 - 1996
Skills
Equity Trading, Equities, Trading, Series 24, Series 7, Series 63, Securities, Investments, Financial Markets, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Estate Planning, Life Insurance, Mortgage Lending, Fixed Income, FINRA, Bloomberg, Derivatives, Capital Markets, Equity Research, Alternative Investments, Electronic Trading, Options, Hedge Funds, Risk Management, Bonds, Investment Banking, Trading Systems, Mutual Funds, Investment Strategies, Investment Management
Education
Harvard College 1985 — 1989
Bachelor of Arts, East Asian Studies
Groton School 1979 — 1984
CRT Capital Group May 2005 - October 2011
UBS 2001 - 2005
Paine Webber 2000 - 2001
Bear Stearns 1998 - 2000
Salomon Brothers 1996 - 1998
Lehman Brothers 1992 - 1996
Skills
Equity Trading, Equities, Trading, Series 24, Series 7, Series 63, Securities, Investments, Financial Markets, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Estate Planning, Life Insurance, Mortgage Lending, Fixed Income, FINRA, Bloomberg, Derivatives, Capital Markets, Equity Research, Alternative Investments, Electronic Trading, Options, Hedge Funds, Risk Management, Bonds, Investment Banking, Trading Systems, Mutual Funds, Investment Strategies, Investment Management
Education
Harvard College 1985 — 1989
Bachelor of Arts, East Asian Studies
Groton School 1979 — 1984
Meg Cimino's Bear Stearns Experience October 2005 - October 2008
Job Executive Director Legal and Compliance, Morgan Stanley Wealth Management, Regulatory Counsel, Policies & Procedures
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
Goldman Sachs September 2010 - November 2010
Bear Stearns October 2005 - October 2008
Hearst Magazines January 2000 - April 2005
Kelley Drye & Warren LLP October 1991 - June 1994
Education
University of Pennsylvania Law School 1988 — 1991
JD, Law
Harvard University 1983 — 1988
AB, English & American Literature
Hackley School
Morgan Stanley Wealth Management May 2011 - Present
Goldman Sachs September 2010 - November 2010
Bear Stearns October 2005 - October 2008
Hearst Magazines January 2000 - April 2005
Kelley Drye & Warren LLP October 1991 - June 1994
Education
University of Pennsylvania Law School 1988 — 1991
JD, Law
Harvard University 1983 — 1988
AB, English & American Literature
Hackley School
Katherine Priester's Bear Stearns Experience October 1998 - July 2000
Job Programmer/Analyst at The Bon Ton Stores Inc.
Industry Retail
Experience
The Bon Ton Stores Inc. May 2004 - Present
Kohl's Department Stores August 2000 - April 2004
Bear Stearns October 1998 - July 2000
Skills
COBOL, CICS, DB2, EXCEL, WORD, SQL, Visual Basic, Microsoft Excel, Analysis
Education
Illinois State University 1978 — 1982
Bachelor of Science (BS), Applied Computer Science
The Bon Ton Stores Inc. May 2004 - Present
Kohl's Department Stores August 2000 - April 2004
Bear Stearns October 1998 - July 2000
Skills
COBOL, CICS, DB2, EXCEL, WORD, SQL, Visual Basic, Microsoft Excel, Analysis
Education
Illinois State University 1978 — 1982
Bachelor of Science (BS), Applied Computer Science
Donald Martocchio's Bear Stearns Experience July 1994 - May 2008
Job Global Head of Sales and Marketing at Ballista Securities, LLC
Industry Financial Services
Experience
Ballista Securities, LLC March 2010 - December 2010
Bear Stearns July 1994 - May 2008
Education
Harvard University
BA, Mathematics
Ballista Securities, LLC March 2010 - December 2010
Bear Stearns July 1994 - May 2008
Education
Harvard University
BA, Mathematics
stuart sharoff's Bear Stearns Experience July 2006 - March 2007
Job managing director at guggenheim securites
Industry Financial Services
Experience
guggenheim securites April 2010 - Present
LaBranche & Co. June 2007 - April 2009
Bear Stearns July 2006 - March 2007
Merrill Lynch August 1983 - June 2006
Skills
Trading Systems, Series 63, Hedge Funds, Fixed Income, Trading, Securities, Series 7, Capital Markets, Electronic Trading, Equities, Bloomberg, Equity Trading, Alternative Investments, Asset Management, Derivatives, Equity Derivatives, ETFs, Equity Research, FINRA, Financial Markets, Mutual Funds, Investments, Options, Portfolio Management, Series 24
Education
Hofstra University 1981 — 1983
Master of Business Administration (M.B.A.), Finance
Stony Brook University 1977 — 1981
ba, economics
guggenheim securites April 2010 - Present
LaBranche & Co. June 2007 - April 2009
Bear Stearns July 2006 - March 2007
Merrill Lynch August 1983 - June 2006
Skills
Trading Systems, Series 63, Hedge Funds, Fixed Income, Trading, Securities, Series 7, Capital Markets, Electronic Trading, Equities, Bloomberg, Equity Trading, Alternative Investments, Asset Management, Derivatives, Equity Derivatives, ETFs, Equity Research, FINRA, Financial Markets, Mutual Funds, Investments, Options, Portfolio Management, Series 24
Education
Hofstra University 1981 — 1983
Master of Business Administration (M.B.A.), Finance
Stony Brook University 1977 — 1981
ba, economics
Thomas Sugiura's Bear Stearns Experience June 1998 - June 2008
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2012 - Present
FBR Capital Markets July 2008 - October 2012
Bear Stearns June 1998 - June 2008
Tenderloin Neighborhood Development Corporation 1994 - 1996
St. Anthony Foundation 1991 - 1994
Skills
Derivatives, Convertible Bonds, Convertible Arbitrage, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Harvard University 1985 — 1989
AB, English and American Literature and Language
BMO Capital Markets October 2012 - Present
FBR Capital Markets July 2008 - October 2012
Bear Stearns June 1998 - June 2008
Tenderloin Neighborhood Development Corporation 1994 - 1996
St. Anthony Foundation 1991 - 1994
Skills
Derivatives, Convertible Bonds, Convertible Arbitrage, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Harvard University 1985 — 1989
AB, English and American Literature and Language
Mark R. Bosecker's Bear Stearns Experience 1984 - 1990
Job Global Clearance Prime Brokerage at J.P. Morgan
Industry Financial Services
Experience
Retired May 2015 - Present
J.P. Morgan (Bear Stearns) May 2000 - May 2015
Morgan Stanley 1996 - 2000
Citibank 1993 - 1996
Bersec Securities 1990 - 1993
Bear Stearns 1984 - 1990
Skills
Fixed Income, Financial Services, Prime Brokerage, Back Office, Trading, Derivatives, Hedge Funds, Options, Trading Systems, Middle Office, Equities, Series 63, Series 7, Corporate Actions, Investment Banking, Alternative Investments, Securities, Settlement, Client Services, Bloomberg, Collateral Management, Capital Markets, Asset Management, AML, Bonds, Electronic Trading, Mutual Funds, Equity Trading, FINRA
Education
Illinois State University 1980 — 1984
BS / BA, Political Science, French
Universite de Grenoble III 1983 — 1983
Premier Degre, French Language
Stillman Valley High Shcool 1976 — 1980
Retired May 2015 - Present
J.P. Morgan (Bear Stearns) May 2000 - May 2015
Morgan Stanley 1996 - 2000
Citibank 1993 - 1996
Bersec Securities 1990 - 1993
Bear Stearns 1984 - 1990
Skills
Fixed Income, Financial Services, Prime Brokerage, Back Office, Trading, Derivatives, Hedge Funds, Options, Trading Systems, Middle Office, Equities, Series 63, Series 7, Corporate Actions, Investment Banking, Alternative Investments, Securities, Settlement, Client Services, Bloomberg, Collateral Management, Capital Markets, Asset Management, AML, Bonds, Electronic Trading, Mutual Funds, Equity Trading, FINRA
Education
Illinois State University 1980 — 1984
BS / BA, Political Science, French
Universite de Grenoble III 1983 — 1983
Premier Degre, French Language
Stillman Valley High Shcool 1976 — 1980
Vincent Mango's Bear Stearns Experience October 1996 - September 1998
Job Senior Financial Analyst
Industry Financial Services
Experience
Credit Suisse March 2012 - June 2012
HSBC July 2011 - November 2011
Banc of America Securities August 2007 - June 2011
BNY Mellon September 1998 - August 2007
Bear Stearns October 1996 - September 1998
Seligman Data Corp 1995 - 1996
Skills
Analysis, Trading, Treasury, Financial Analysis, Finance, Risk Management, Banking, Fixed Income, Forecasting, Variance Analysis, Equities, Financial Statements, Equity Derivatives, Asset Management, Business Analysis, Derivatives, Financial Modeling, Financial Reporting, Financial Risk, Investment Banking, Investments, Managerial Finance, Mutual Funds, Securities
Education
Hofstra University 1991 — 1995
BBA
Chaminade High School 1987 — 1991
Credit Suisse March 2012 - June 2012
HSBC July 2011 - November 2011
Banc of America Securities August 2007 - June 2011
BNY Mellon September 1998 - August 2007
Bear Stearns October 1996 - September 1998
Seligman Data Corp 1995 - 1996
Skills
Analysis, Trading, Treasury, Financial Analysis, Finance, Risk Management, Banking, Fixed Income, Forecasting, Variance Analysis, Equities, Financial Statements, Equity Derivatives, Asset Management, Business Analysis, Derivatives, Financial Modeling, Financial Reporting, Financial Risk, Investment Banking, Investments, Managerial Finance, Mutual Funds, Securities
Education
Hofstra University 1991 — 1995
BBA
Chaminade High School 1987 — 1991
jonathan schechter's Bear Stearns Experience September 2003 - February 2006
Job Technician at TDS Computers
Industry Computer Networking
Experience
Huntington Learning Center July 2009 - Present
COMPUTERS, INC May 2009 - Present
TDS Computers January 2009 - Present
ST MARY'S HIGH SCHOOL March 2009 - June 2009
AJF FINANCIAL SERVICES, INC July 2007 - February 2009
Bear Stearns September 2003 - February 2006
PLANET MORTGAGE INC January 2002 - June 2003
Education
Hofstra University 1999 — 2003
Bachelors of Business Administration, Finance
Hofstra University
Bachelor, Business Administration; Banking & Finance
Huntington Learning Center July 2009 - Present
COMPUTERS, INC May 2009 - Present
TDS Computers January 2009 - Present
ST MARY'S HIGH SCHOOL March 2009 - June 2009
AJF FINANCIAL SERVICES, INC July 2007 - February 2009
Bear Stearns September 2003 - February 2006
PLANET MORTGAGE INC January 2002 - June 2003
Education
Hofstra University 1999 — 2003
Bachelors of Business Administration, Finance
Hofstra University
Bachelor, Business Administration; Banking & Finance
Bryan Riehl's Bear Stearns Experience July 1997 - April 1999
Job Senior Vice President of Sales; XSP at SunGard
Industry Human Resources
Experience
SunGard April 2014 - Present
Peoplefluent October 2012 - April 2014
SunGard Financial Systems April 1999 - October 2012
Bear Stearns July 1997 - April 1999
Fidelity Investments September 1996 - July 1997
Skills
Financial Services, Securities, Account Management, Series 63, Trading Systems, Salesforce.com, Financial Analysis, Relationship Management, Financial Markets, Derivatives, Mergers, Series 7, Asset Management, Hedge Funds, Capital Markets, SaaS, Insurance, Back Office, Mutual Funds, Equities, Electronic Trading, Investments, Strategic Financial..., Executive Management, Trading, Enterprise Software, Fixed Income
Education
Hobart College 1992 — 1996
American Studies
SunGard April 2014 - Present
Peoplefluent October 2012 - April 2014
SunGard Financial Systems April 1999 - October 2012
Bear Stearns July 1997 - April 1999
Fidelity Investments September 1996 - July 1997
Skills
Financial Services, Securities, Account Management, Series 63, Trading Systems, Salesforce.com, Financial Analysis, Relationship Management, Financial Markets, Derivatives, Mergers, Series 7, Asset Management, Hedge Funds, Capital Markets, SaaS, Insurance, Back Office, Mutual Funds, Equities, Electronic Trading, Investments, Strategic Financial..., Executive Management, Trading, Enterprise Software, Fixed Income
Education
Hobart College 1992 — 1996
American Studies
Robert Lowenthal's Bear Stearns Experience September 2005 - August 2007
Job Senior Associate at The Context Network
Industry Management Consulting
Experience
The Context Network March 2013 - Present
Syngenta January 2012 - December 2012
Syngenta July 2009 - January 2012
Bear Stearns September 2005 - August 2007
Skills
Financial Modeling, Business Strategy, Corporate Development, Corporate Finance, Due Diligence, M&A experience, Business Planning, Business Development, Competitive Analysis, Entrepreneurship, Emerging Markets, Product Marketing, Strategy, Management Consulting, Market Analysis, International Business, Management, Valuation, Mergers & Acquisitions
Education
IESE Business School - University of Navarra 2007 — 2009
MBA, Business Administration
University of Southern California 2001 — 2005
BA, International Relations
Harvard-Westlake 1998 — 2001
The Context Network March 2013 - Present
Syngenta January 2012 - December 2012
Syngenta July 2009 - January 2012
Bear Stearns September 2005 - August 2007
Skills
Financial Modeling, Business Strategy, Corporate Development, Corporate Finance, Due Diligence, M&A experience, Business Planning, Business Development, Competitive Analysis, Entrepreneurship, Emerging Markets, Product Marketing, Strategy, Management Consulting, Market Analysis, International Business, Management, Valuation, Mergers & Acquisitions
Education
IESE Business School - University of Navarra 2007 — 2009
MBA, Business Administration
University of Southern California 2001 — 2005
BA, International Relations
Harvard-Westlake 1998 — 2001
Jim Thayer's Bear Stearns Experience February 1984 - August 1993
Job Supervisory Analyst
Industry Financial Services
Experience
Self-Employed Contract Supervisory Analyst May 2011 - Present
Soleil Securities Group April 2003 - May 2011
Instinet Corporation June 2001 - April 2003
Prudential Securities, Inc August 1993 - April 2001
Bear Stearns February 1984 - August 1993
Education
Harvard College
BA (Hons), History
New York University
MBA, Finance
Self-Employed Contract Supervisory Analyst May 2011 - Present
Soleil Securities Group April 2003 - May 2011
Instinet Corporation June 2001 - April 2003
Prudential Securities, Inc August 1993 - April 2001
Bear Stearns February 1984 - August 1993
Education
Harvard College
BA (Hons), History
New York University
MBA, Finance
Christopher Nealon's Bear Stearns Experience 1991 - 1993
Job President & Chief Operating Officer at Compass Point Research and Trading, LLC
Industry Investment Banking
Experience
Compass Point Research and Trading, LLC September 2012 - Present
FBR Capital Markets & Co. April 1996 - September 2012
Alex Brown & Sons 1993 - 1996
Bear Stearns 1991 - 1993
Skills
Investment Banking, Prime Brokerage, Series 24, FINRA, Series 7, Equities, Series 63, Hedge Funds, Capital Markets, Securities, Fixed Income, Alternative Investments, Bloomberg, Trading, Options
Education
Hofstra University
Bachelor of Business Administration, Banking & Finance
Hicksville High School 1983 — 1986
Compass Point Research and Trading, LLC September 2012 - Present
FBR Capital Markets & Co. April 1996 - September 2012
Alex Brown & Sons 1993 - 1996
Bear Stearns 1991 - 1993
Skills
Investment Banking, Prime Brokerage, Series 24, FINRA, Series 7, Equities, Series 63, Hedge Funds, Capital Markets, Securities, Fixed Income, Alternative Investments, Bloomberg, Trading, Options
Education
Hofstra University
Bachelor of Business Administration, Banking & Finance
Hicksville High School 1983 — 1986
Paul Casavecchia's Bear Stearns Experience 2000 - 2003
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC August 2015 - Present
Wells Fargo Advisors, LLC September 2012 - August 2015
Amgis Global Advisors 2003 - 2011
Bear Stearns 2000 - 2003
Doubleday Direct Inc. 1998 - 2000
Skills
Retirement Planning, family wealth transition, Investments, Investment Strategies, Series 7, series 66, Business Owner Planning, 401k plans, 401k Rollovers, Trading, Hedge Funds, Financial Markets, Electronic Trading, Financial Analysis, Trading Systems, Trade Execution, Equity Trading, Operations Management, Operations, Project Coordination
Education
Hofstra University 1995 — 1997
MBA, Banking & Finance
University of Colorado at Boulder 1987 — 1991
BA, Political Science
Raymond James Financial Services Inc., Member FINRA/SIPC August 2015 - Present
Wells Fargo Advisors, LLC September 2012 - August 2015
Amgis Global Advisors 2003 - 2011
Bear Stearns 2000 - 2003
Doubleday Direct Inc. 1998 - 2000
Skills
Retirement Planning, family wealth transition, Investments, Investment Strategies, Series 7, series 66, Business Owner Planning, 401k plans, 401k Rollovers, Trading, Hedge Funds, Financial Markets, Electronic Trading, Financial Analysis, Trading Systems, Trade Execution, Equity Trading, Operations Management, Operations, Project Coordination
Education
Hofstra University 1995 — 1997
MBA, Banking & Finance
University of Colorado at Boulder 1987 — 1991
BA, Political Science
Charles Mica's Bear Stearns Experience 1999 - 2005
Job Trader at CastleRock Partners
Industry Financial Services
Experience
CastleRock Partners 2005 - Present
Bear Stearns 1999 - 2005
Furman Selz 1985 - 1999
Education
Hofstra University
CastleRock Partners 2005 - Present
Bear Stearns 1999 - 2005
Furman Selz 1985 - 1999
Education
Hofstra University
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS