Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
Bear Stearns List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bear Stearns. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bear Stearns Salaries. You can even request information on how much does Bear Stearns pay if you want to. Learn about salaries, pros and cons of working for Bear Stearns directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,021 Bear Stearns employees in database. Find out everything there's to know about Bear Stearns employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bear Stearns Employees
Employee
Years
Job
Industry
Duane Rembert Duane Rembert's Bear Stearns Experience June 2007 - November 2007
Job Finance Manager at Siemens
Industry Financial Services
Experience
Siemens May 2012 - Present
Citi July 2010 - May 2012
Lehman Brothers/Barclays Capital May 2008 - June 2010
Bear Stearns June 2007 - November 2007
Bank of America February 2002 - June 2007
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Sarbanes-Oxley Act, Corporate Finance, Financial Services, Equities, Derivatives, Banking, Portfolio Management
Education
New Jersey Institute of Technology 2012 — 2015
Master of Science (MS), Business and Information Systems
Kean University 2004 — 2007
B.S., Accounting
Siemens May 2012 - Present
Citi July 2010 - May 2012
Lehman Brothers/Barclays Capital May 2008 - June 2010
Bear Stearns June 2007 - November 2007
Bank of America February 2002 - June 2007
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Sarbanes-Oxley Act, Corporate Finance, Financial Services, Equities, Derivatives, Banking, Portfolio Management
Education
New Jersey Institute of Technology 2012 — 2015
Master of Science (MS), Business and Information Systems
Kean University 2004 — 2007
B.S., Accounting
Esteban McMahan Esteban McMahan's Bear Stearns Experience September 1991 - November 1997
Job Spirit Guide at Top of the Hill Distillery
Industry Wine and Spirits
Experience
Top of the Hill Distillery February 2012 - Present
Carolina For Kibera 2008 - Present
Blue Ribbon Mentor Advocate Program 1999 - Present
Top of the Hill Restaurant and Brewery September 2011 - February 2012
Centaur Performance Group November 1997 - May 2011
Argent Funds Group 1997 - 2008
Bear Stearns September 1991 - November 1997
US Army October 1987 - June 1991
Skills
Marketing, Public Speaking, Start-ups, Social Media Marketing, Event Management, Project Management, Community Outreach, Youth Development, Volunteer Management, Strategic Planning, Non-profits, Business Strategy, Marketing Strategy, Team Building, Business Development, Microsoft Office, Program Development, Fundraising, Public Relations, Social Media, Entrepreneurship, Program Evaluation, Venture Capital, Leadership Development, Microsoft Excel, Time Management, Nonprofits, Press Releases, Grant Writing, Advertising, Training, Budgets, Customer Service, Research, Hospitality, Leadership, Food, Sales Management, Facebook, Social Networking, Online Marketing, Sales, Alcoholic Beverages, Email Marketing, Management, SEO, Editing, PowerPoint, Community Development, Marketing Communications
Education
James Madison University 1982 — 1986
Top of the Hill Distillery February 2012 - Present
Carolina For Kibera 2008 - Present
Blue Ribbon Mentor Advocate Program 1999 - Present
Top of the Hill Restaurant and Brewery September 2011 - February 2012
Centaur Performance Group November 1997 - May 2011
Argent Funds Group 1997 - 2008
Bear Stearns September 1991 - November 1997
US Army October 1987 - June 1991
Skills
Marketing, Public Speaking, Start-ups, Social Media Marketing, Event Management, Project Management, Community Outreach, Youth Development, Volunteer Management, Strategic Planning, Non-profits, Business Strategy, Marketing Strategy, Team Building, Business Development, Microsoft Office, Program Development, Fundraising, Public Relations, Social Media, Entrepreneurship, Program Evaluation, Venture Capital, Leadership Development, Microsoft Excel, Time Management, Nonprofits, Press Releases, Grant Writing, Advertising, Training, Budgets, Customer Service, Research, Hospitality, Leadership, Food, Sales Management, Facebook, Social Networking, Online Marketing, Sales, Alcoholic Beverages, Email Marketing, Management, SEO, Editing, PowerPoint, Community Development, Marketing Communications
Education
James Madison University 1982 — 1986
Tyler VanWormer Tyler VanWormer's Bear Stearns Experience 2007 - 2008
Job Analyst at APR, Inc.
Industry Financial Services
Experience
APR December 2012 - Present
MVP Group Int. December 2011 - October 2012
Morgan Stanley April 2008 - July 2011
Bear Stearns 2007 - 2008
State of Tennessee 2005 - 2007
United Recovery Services LLC 2004 - 2005
Skills
Derivatives, Equities, Capital Markets, Financial Modeling, Investments, Trading, Financial Analysis, Commodity, Risk Management, Fixed Income, Hedge Funds, Bloomberg, Investment Banking, Alternative Investments, Sales, Microsoft Excel, Customer Service, Relationship Management, Presentations, Public Speaking, Structured Finance, French, Italian
Education
Kenyon College 2000 — 2004
Bachelor of Arts, Modern Languages and Literatures - French/Italian
Université Montpellier III Paul Valéry 2002 — 2003
French, Italian, Arabic
FHC 1996 — 2000
High School Diploma
FHC
APR December 2012 - Present
MVP Group Int. December 2011 - October 2012
Morgan Stanley April 2008 - July 2011
Bear Stearns 2007 - 2008
State of Tennessee 2005 - 2007
United Recovery Services LLC 2004 - 2005
Skills
Derivatives, Equities, Capital Markets, Financial Modeling, Investments, Trading, Financial Analysis, Commodity, Risk Management, Fixed Income, Hedge Funds, Bloomberg, Investment Banking, Alternative Investments, Sales, Microsoft Excel, Customer Service, Relationship Management, Presentations, Public Speaking, Structured Finance, French, Italian
Education
Kenyon College 2000 — 2004
Bachelor of Arts, Modern Languages and Literatures - French/Italian
Université Montpellier III Paul Valéry 2002 — 2003
French, Italian, Arabic
FHC 1996 — 2000
High School Diploma
FHC
Elliot Finkelstein Elliot Finkelstein's Bear Stearns Experience November 1997 - March 2008
Job Vice President (IT) at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase March 2008 - Present
Bear Stearns November 1997 - March 2008
EFDF Incorporated June 1993 - November 1997
Tnuva Computers Ltd. February 1990 - June 1993
Prudential Bache Securities June 1987 - February 1990
Mayors Office, City of New York June 1984 - June 1987
Skills
Databases, Software Development, SDLC, Consulting, Business Analysis, Requirements Analysis, Mainframe, Data Capture, Custom Software...
Education
Kingsborough Community College 1982 — 1984
Associate of Arts and Sciences (A.A.S.), Data Processing
JPMorgan Chase March 2008 - Present
Bear Stearns November 1997 - March 2008
EFDF Incorporated June 1993 - November 1997
Tnuva Computers Ltd. February 1990 - June 1993
Prudential Bache Securities June 1987 - February 1990
Mayors Office, City of New York June 1984 - June 1987
Skills
Databases, Software Development, SDLC, Consulting, Business Analysis, Requirements Analysis, Mainframe, Data Capture, Custom Software...
Education
Kingsborough Community College 1982 — 1984
Associate of Arts and Sciences (A.A.S.), Data Processing
Betsy Aleshire Betsy Aleshire's Bear Stearns Experience July 2006 - August 2007
Job Grants & Contracts Manager at Legal Aid Foundation of Los Angeles (LAFLA)
Industry Nonprofit Organization Management
Experience
UCLA February 2013 - April 2015
United Nations Population Fund (UNFPA) May 2010 - February 2013
Friedman Kaplan Seiler & Adelman LLP October 2008 - April 2010
Bear Stearns July 2006 - August 2007
Simpson Thacher & Bartlett LLP August 2004 - July 2006
Ropes & Gray LLP September 2002 - July 2004
Skills
Policy Analysis, Legal Research, International Relations
Education
Ithaca College 1998 — 2002
Bachelor's Degree, Politics
The New School 2006 — 2008
Masters, International Affairs
UCLA February 2013 - April 2015
United Nations Population Fund (UNFPA) May 2010 - February 2013
Friedman Kaplan Seiler & Adelman LLP October 2008 - April 2010
Bear Stearns July 2006 - August 2007
Simpson Thacher & Bartlett LLP August 2004 - July 2006
Ropes & Gray LLP September 2002 - July 2004
Skills
Policy Analysis, Legal Research, International Relations
Education
Ithaca College 1998 — 2002
Bachelor's Degree, Politics
The New School 2006 — 2008
Masters, International Affairs
Ken Viellieu Ken Viellieu's Bear Stearns Experience June 2001 - June 2008
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2008 - Present
Bear Stearns June 2001 - June 2008
Donaldson, Lufkin & Jenrette February 1991 - March 2001
Drexel Burnham July 1984 - February 1990
Arthur Andersen 1979 - 1982
Education
Indiana University Bloomington
Bachelor of Science (BS), Accounting
University of Chicago
Master of Business Administration (MBA), Finance, General
Moelis & Company June 2008 - Present
Bear Stearns June 2001 - June 2008
Donaldson, Lufkin & Jenrette February 1991 - March 2001
Drexel Burnham July 1984 - February 1990
Arthur Andersen 1979 - 1982
Education
Indiana University Bloomington
Bachelor of Science (BS), Accounting
University of Chicago
Master of Business Administration (MBA), Finance, General
Shannon Baucom Shannon Baucom's Bear Stearns Experience 2006 - March 2008
Job Long Term Planning Specialist at NV Energy
Industry Financial Services
Experience
NV Energy February 2015 - Present
J.P. Morgan August 2009 - November 2014
Bear Stearns 2006 - March 2008
Sarcen Energy August 2005 - September 2006
Skills
Derivatives, Valuation, Capital Markets, Investment Banking, Fixed Income, Equities, Commodity Markets, Energy, Trading, Commodity, Financial Modeling, Risk Management, Analysis, Strategy, Hedging, Portfolio Management, Finance, Financial Risk
Education
Iowa State University 2003 — 2005
Master's degree, Economics
North Carolina State University 1998 — 2003
Bachelor of Science,, Economics
NV Energy February 2015 - Present
J.P. Morgan August 2009 - November 2014
Bear Stearns 2006 - March 2008
Sarcen Energy August 2005 - September 2006
Skills
Derivatives, Valuation, Capital Markets, Investment Banking, Fixed Income, Equities, Commodity Markets, Energy, Trading, Commodity, Financial Modeling, Risk Management, Analysis, Strategy, Hedging, Portfolio Management, Finance, Financial Risk
Education
Iowa State University 2003 — 2005
Master's degree, Economics
North Carolina State University 1998 — 2003
Bachelor of Science,, Economics
Christopher Opat's Bear Stearns Experience March 1997 - March 2008
Job Vice President, Cloud Operations at CompuCom
Industry Information Technology and Services
Experience
CompuCom July 2015 - Present
CyrusOne February 2012 - July 2015
JPMorgan March 1997 - February 2012
EMC Mortgage September 2006 - May 2009
Bear Stearns March 1997 - March 2008
Tosco Corporation 1994 - 1997
Skills
Process Improvement, Cloud Computing, SDLC, Data Center, Integration, ITIL, IT Management, Disaster Recovery, IT Strategy, Enterprise Architecture, Security, Virtualization, Databases, Infrastructure, IT Operations, Cisco Technologies, VMware, Telecommunications, Storage, SaaS, Managed Services, IT Service Management, Enterprise Software, Change Management, Visio, Microsoft SQL Server, SharePoint, Solaris, Business Intelligence, Troubleshooting, Network Security, Information Technology, Business Continuity, System Deployment, Outsourcing, Storage Area Networks, Solution Architecture, Big-picture Thinking, Guitarist, VoIP, Culinary Skills, Automotive Repair, Wine Tasting, Network Architecture, Professional Services, SAN
Education
Ithaca College 1990 — 1994
B.S., Communications
CompuCom July 2015 - Present
CyrusOne February 2012 - July 2015
JPMorgan March 1997 - February 2012
EMC Mortgage September 2006 - May 2009
Bear Stearns March 1997 - March 2008
Tosco Corporation 1994 - 1997
Skills
Process Improvement, Cloud Computing, SDLC, Data Center, Integration, ITIL, IT Management, Disaster Recovery, IT Strategy, Enterprise Architecture, Security, Virtualization, Databases, Infrastructure, IT Operations, Cisco Technologies, VMware, Telecommunications, Storage, SaaS, Managed Services, IT Service Management, Enterprise Software, Change Management, Visio, Microsoft SQL Server, SharePoint, Solaris, Business Intelligence, Troubleshooting, Network Security, Information Technology, Business Continuity, System Deployment, Outsourcing, Storage Area Networks, Solution Architecture, Big-picture Thinking, Guitarist, VoIP, Culinary Skills, Automotive Repair, Wine Tasting, Network Architecture, Professional Services, SAN
Education
Ithaca College 1990 — 1994
B.S., Communications
Julie Young Julie Young's Bear Stearns Experience January 2005 - February 2006
Job Sr. Manager, Recruiting at Green Dot Corporation
Industry
Experience
Green Dot Corporation August 2014 - Present
Saks Fifth Avenue January 2011 - January 2014
Northern Trust May 2008 - December 2010
UBS May 2007 - May 2008
Morgan Stanley February 2005 - June 2006
Bear Stearns January 2005 - February 2006
Banc of America Securities 2000 - 2004
Skills
Interviews, Applicant Tracking..., Human Resources, College Recruiting, Recruiting, Onboarding, Sourcing, Personnel Management, Talent Acquisition, Talent Management
Education
Ithaca College 1991 — 1995
BA, Sociology
Green Dot Corporation August 2014 - Present
Saks Fifth Avenue January 2011 - January 2014
Northern Trust May 2008 - December 2010
UBS May 2007 - May 2008
Morgan Stanley February 2005 - June 2006
Bear Stearns January 2005 - February 2006
Banc of America Securities 2000 - 2004
Skills
Interviews, Applicant Tracking..., Human Resources, College Recruiting, Recruiting, Onboarding, Sourcing, Personnel Management, Talent Acquisition, Talent Management
Education
Ithaca College 1991 — 1995
BA, Sociology
Derek Gianfresco, M.B.A., M.S. Derek Gianfresco, M.B.A., M.S.'s Bear Stearns Experience September 2005 - January 2009
Job Technical Support at zingFit
Industry Events Services
Experience
zingFit June 2015 - Present
IT Briefcase April 2015 - Present
Moondoggie and Cookie Catering May 2009 - Present
Bear Stearns September 2005 - January 2009
American Appraisal Associates October 2004 - June 2005
Deloitte June 2002 - June 2003
Andersen September 2001 - March 2002
Pace University, Lubin School of Business 1999 - 2001
Goldman Sachs July 1998 - July 1999
New York Life Insurance Company January 1997 - March 1998
Skills
Marketing Strategy, Dreamweaver, Photoshop, Product Development, Mergers, Financial Modeling, Graphic Design, Business Valuation, Chef, Catering, Event Planning, Microsoft Office, Sarbanes Oxley, Excel, HTML + CSS, Illustrator, InDesign, Promotional Design, Corporate Identity
Education
Parsons School of Design 2010 — 2010
Certificate, Digital Design
Institute of Culinary Education 2005 — 2006
Culinary Arts Diploma
Pace University - Lubin School of Business 2001 — 2002
M.S, Accounting
Pace University - Lubin School of Business 1999 — 2001
M.B.A, Financial Management
Rochester Institute of Technology 1990 — 1994
B.S, International Business
zingFit June 2015 - Present
IT Briefcase April 2015 - Present
Moondoggie and Cookie Catering May 2009 - Present
Bear Stearns September 2005 - January 2009
American Appraisal Associates October 2004 - June 2005
Deloitte June 2002 - June 2003
Andersen September 2001 - March 2002
Pace University, Lubin School of Business 1999 - 2001
Goldman Sachs July 1998 - July 1999
New York Life Insurance Company January 1997 - March 1998
Skills
Marketing Strategy, Dreamweaver, Photoshop, Product Development, Mergers, Financial Modeling, Graphic Design, Business Valuation, Chef, Catering, Event Planning, Microsoft Office, Sarbanes Oxley, Excel, HTML + CSS, Illustrator, InDesign, Promotional Design, Corporate Identity
Education
Parsons School of Design 2010 — 2010
Certificate, Digital Design
Institute of Culinary Education 2005 — 2006
Culinary Arts Diploma
Pace University - Lubin School of Business 2001 — 2002
M.S, Accounting
Pace University - Lubin School of Business 1999 — 2001
M.B.A, Financial Management
Rochester Institute of Technology 1990 — 1994
B.S, International Business
Jon Sedgwick Jon Sedgwick's Bear Stearns Experience April 1996 - 1998
Job Group Sales Manager at DoubleTree by Hilton
Industry Leisure, Travel & Tourism
Experience
Doubletree by Hilton Charleston Airport December 2013 - Present
Radisson September 2012 - December 2013
Carlson Wagonlit Travel July 2008 - June 2012
Market Pavilion Hotel May 2007 - May 2008
IMG August 1998 - April 2007
Bear Stearns April 1996 - 1998
ABC News April 1993 - 1996
United States Marine Corps 1990 - 1993
Skills
Tourism, Event Management, Hotels, Travel Management, Customer Service, Marketing, Sales, Revenue Analysis, Hospitality, Hospitality Industry, Event Planning, New Business Development, Hospitality Management, Resorts, Business Travel, Meeting Planning, Hotel Management, Food & Beverage, Yield Management, Incentives, Hotel Booking, Trade Shows, Catering, Front Office, Online Travel, Corporate Events, OnQ, Lodging, Tour Operators, Sabre
Education
Johnson and Wales University 1984 — 1988
Tourism and Travel Services Management
Egerton Park
Doubletree by Hilton Charleston Airport December 2013 - Present
Radisson September 2012 - December 2013
Carlson Wagonlit Travel July 2008 - June 2012
Market Pavilion Hotel May 2007 - May 2008
IMG August 1998 - April 2007
Bear Stearns April 1996 - 1998
ABC News April 1993 - 1996
United States Marine Corps 1990 - 1993
Skills
Tourism, Event Management, Hotels, Travel Management, Customer Service, Marketing, Sales, Revenue Analysis, Hospitality, Hospitality Industry, Event Planning, New Business Development, Hospitality Management, Resorts, Business Travel, Meeting Planning, Hotel Management, Food & Beverage, Yield Management, Incentives, Hotel Booking, Trade Shows, Catering, Front Office, Online Travel, Corporate Events, OnQ, Lodging, Tour Operators, Sabre
Education
Johnson and Wales University 1984 — 1988
Tourism and Travel Services Management
Egerton Park
Francisco Chevez Francisco Chevez's Bear Stearns Experience April 2007 - June 2008
Job Managing Director Latin America at Global IR Group
Industry Financial Services
Experience
Global IR Group October 2014 - Present
HSBC Global Banking and Markets June 2008 - June 2014
Bear Stearns April 2007 - June 2008
Sofrana Advisory Services January 2003 - March 2007
Citi June 1992 - October 2002
Skills
Equity Research, Latin American markets, Emerging Markets, Consulting, Investment Banking, Hedge Funds, Equities, Fixed Income, Bloomberg, Asset Management, Capital Markets, Marketing, Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Investor Relations
Education
Queen's University 1986 — 1988
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico Autónomo de México 1979 — 1983
Bachelor of Science (BSc), Economics
Global IR Group October 2014 - Present
HSBC Global Banking and Markets June 2008 - June 2014
Bear Stearns April 2007 - June 2008
Sofrana Advisory Services January 2003 - March 2007
Citi June 1992 - October 2002
Skills
Equity Research, Latin American markets, Emerging Markets, Consulting, Investment Banking, Hedge Funds, Equities, Fixed Income, Bloomberg, Asset Management, Capital Markets, Marketing, Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Investor Relations
Education
Queen's University 1986 — 1988
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico Autónomo de México 1979 — 1983
Bachelor of Science (BSc), Economics
Colette Zito Colette Zito's Bear Stearns Experience January 1986 - January 1989
Job Founder & CEO www.ZitoConsultantsllc.com
Industry Management Consulting
Experience
Zito Consultants, LLC March 2011 - Present
Village of Pawling March 2008 - December 2010
Consultant September 2008 - March 2009
Business Efficiencies November 1998 - January 2000
Tambrands January 1992 - January 1996
Sandler O'Neill & Partners January 1989 - January 1992
Bear Stearns January 1986 - January 1989
Bank of America January 1983 - January 1986
Skills
Management, Business Development, New Business Development, Public Speaking, Program Management, Strategic Planning, Marketing Strategy, Nonprofits, Management Consulting, Sales Management, Business Strategy, Social Media Marketing, Coaching, Energy Audits, Leadership Development, Start-ups, Entrepreneurship, Sustainability, Marketing, Strategic Partnerships, Mergers & Acquisitions, Strategy, Team Building, Sales, Strategic Communications, Investments, Policy, Leadership, Sustainability..., Profits with Principles..., Collaboration for..., Project Management, Environmental Services, Waste to Energy...
Education
Iona College
BS, Mass Communication, cum laude
Zito Consultants, LLC March 2011 - Present
Village of Pawling March 2008 - December 2010
Consultant September 2008 - March 2009
Business Efficiencies November 1998 - January 2000
Tambrands January 1992 - January 1996
Sandler O'Neill & Partners January 1989 - January 1992
Bear Stearns January 1986 - January 1989
Bank of America January 1983 - January 1986
Skills
Management, Business Development, New Business Development, Public Speaking, Program Management, Strategic Planning, Marketing Strategy, Nonprofits, Management Consulting, Sales Management, Business Strategy, Social Media Marketing, Coaching, Energy Audits, Leadership Development, Start-ups, Entrepreneurship, Sustainability, Marketing, Strategic Partnerships, Mergers & Acquisitions, Strategy, Team Building, Sales, Strategic Communications, Investments, Policy, Leadership, Sustainability..., Profits with Principles..., Collaboration for..., Project Management, Environmental Services, Waste to Energy...
Education
Iona College
BS, Mass Communication, cum laude
Kaitlyn Schillizzi's Bear Stearns Experience June 2007 - August 2007
Job Senior Associate: Adivsory Financial Services at PwC
Industry Financial Services
Experience
PwC June 2014 - Present
JPMorgan Chase March 2013 - June 2014
JPMorgan Chase June 2008 - March 2013
JPMorgan Chase June 2008 - July 2010
Bear Stearns June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, SAP, SharePoint, Access, AIMS (Advanced Invoice..., Financial Analysis, Research, Financial Reporting, Process Improvement, Training, Project Management, Analysis, Data Analysis, Finance, Banking, Business Process..., Financial Services, Risk Management, Financial Risk
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Science, Public Financial Management
PwC June 2014 - Present
JPMorgan Chase March 2013 - June 2014
JPMorgan Chase June 2008 - March 2013
JPMorgan Chase June 2008 - July 2010
Bear Stearns June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, SAP, SharePoint, Access, AIMS (Advanced Invoice..., Financial Analysis, Research, Financial Reporting, Process Improvement, Training, Project Management, Analysis, Data Analysis, Finance, Banking, Business Process..., Financial Services, Risk Management, Financial Risk
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Science, Public Financial Management
Salvatore Pepe Salvatore Pepe's Bear Stearns Experience June 1972 - November 1973
Job AVP Regulatory / Finance at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman November 1973 - Present
Lehman Brothers (Barclays Capital) 1973 - Present
Lehman Brothers 2003 - November 2007
Bear Stearns June 1972 - November 1973
Skills
Account Reconciliation, Finance, Management, General Ledger, Fixed Income, Hedge Funds, Accounting, Capital Markets, Financial Reporting, Financial Modeling, Investment Banking, Investments, Securities, Asset Management, Financial Analysis
Education
Kingsborough Community College 1971 — 1973
AAS, Accounting
Neuberger Berman November 1973 - Present
Lehman Brothers (Barclays Capital) 1973 - Present
Lehman Brothers 2003 - November 2007
Bear Stearns June 1972 - November 1973
Skills
Account Reconciliation, Finance, Management, General Ledger, Fixed Income, Hedge Funds, Accounting, Capital Markets, Financial Reporting, Financial Modeling, Investment Banking, Investments, Securities, Asset Management, Financial Analysis
Education
Kingsborough Community College 1971 — 1973
AAS, Accounting
Steve Klein's Bear Stearns Experience June 1998 - April 2000
Job Managing Director at Holliday Fenoglio Fowler, L.P.
Industry Real Estate
Experience
Holliday Fenoglio Fowler, L.P. May 2000 - Present
Bear Stearns June 1998 - April 2000
Education
Indiana University Bloomington 1994 — 1998
Holliday Fenoglio Fowler, L.P. May 2000 - Present
Bear Stearns June 1998 - April 2000
Education
Indiana University Bloomington 1994 — 1998
Lisa B. Gold Lisa B. Gold's Bear Stearns Experience 1992 - 1996
Job Sr VicePresident at GIC
Industry Information Technology and Services
Experience
Crossbridge Consulting Americas 2014 - March 2015
Deutsche Bank 2013 - 2014
Netik 2011 - 2012
Western Asset Management 2006 - 2011
Barclays Capital 2004 - 2006
Goldentree Asset Management 2003 - 2005
BNP Paribas 2001 - 2003
MBSCC 1996 - 2000
Bear Stearns 1992 - 1996
Skills
Fixed Income, Application Support, Business Analysis, Project Management, Coaching, Hedge Funds, Training, Strategic Planning, Program Management, Communication, Leadership Development, Team Leadership, Vendor Management, Client Liaison, Cost Management, Software Design, Process Improvement, Financial Services, SDLC, Equities, Derivatives, Disaster Recovery, Management, Databases, SaaS, Portfolio Management, Software Development, Leadership, Enterprise Software, Testing, Security
Education
Ithaca College
BA, Computer Science / Theater Arts
Rutgers, The State University of New Jersey-Newark
Coursework toward M.B.A.
Crossbridge Consulting Americas 2014 - March 2015
Deutsche Bank 2013 - 2014
Netik 2011 - 2012
Western Asset Management 2006 - 2011
Barclays Capital 2004 - 2006
Goldentree Asset Management 2003 - 2005
BNP Paribas 2001 - 2003
MBSCC 1996 - 2000
Bear Stearns 1992 - 1996
Skills
Fixed Income, Application Support, Business Analysis, Project Management, Coaching, Hedge Funds, Training, Strategic Planning, Program Management, Communication, Leadership Development, Team Leadership, Vendor Management, Client Liaison, Cost Management, Software Design, Process Improvement, Financial Services, SDLC, Equities, Derivatives, Disaster Recovery, Management, Databases, SaaS, Portfolio Management, Software Development, Leadership, Enterprise Software, Testing, Security
Education
Ithaca College
BA, Computer Science / Theater Arts
Rutgers, The State University of New Jersey-Newark
Coursework toward M.B.A.
Christopher Vitale Christopher Vitale's Bear Stearns Experience 2004 - 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Merrill Lynch/Bank of America October 2010 - June 2013
JP Morgan November 2004 - October 2010
Bear Stearns 2004 - 2008
Prudential Financial 2000 - 2004
Skills
Series 7, Securities, Asset Management, Portfolio Management, Asset Allocation, Investment Management, Valuation, Financial Services, Investment Strategies, Investment Advisory, FINRA, Equities, Fixed Income, Alternative Investments, Investments, Vendor Management, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Finance
J.P. Morgan June 2013 - Present
Merrill Lynch/Bank of America October 2010 - June 2013
JP Morgan November 2004 - October 2010
Bear Stearns 2004 - 2008
Prudential Financial 2000 - 2004
Skills
Series 7, Securities, Asset Management, Portfolio Management, Asset Allocation, Investment Management, Valuation, Financial Services, Investment Strategies, Investment Advisory, FINRA, Equities, Fixed Income, Alternative Investments, Investments, Vendor Management, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Finance
Jesus Cortes's Bear Stearns Experience January 1999 - April 2000
Job Director International Settlements Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management April 2013 - August 2013
Citigroup – Salomon Smith Barney Retail November 2009 - February 2013
Citigroup April 2000 - October 2009
Bear Stearns January 1999 - April 2000
BHF Securities Inc November 1998 - April 1999
HSBC Secuities Inc May 1994 - October 1998
Baring Securities Inc May 1992 - May 1994
Dean Witter Renoylds June 1990 - April 1992
Skills
Microsoft Word, Microsoft Excel, Microsoft Exchange, International..., PowerPoint, Management, Banking, Securities, Settlement, Back Office, Account Reconciliation, SWIFT payments, Customer Service, Emerging Markets, Fixed Income, Equities, ETFs, Series 7, Customer Satisfaction
Education
Kingsborough Community College 1988 — 1990
Associate's degree, Business Administration, Management and Operations
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management April 2013 - August 2013
Citigroup – Salomon Smith Barney Retail November 2009 - February 2013
Citigroup April 2000 - October 2009
Bear Stearns January 1999 - April 2000
BHF Securities Inc November 1998 - April 1999
HSBC Secuities Inc May 1994 - October 1998
Baring Securities Inc May 1992 - May 1994
Dean Witter Renoylds June 1990 - April 1992
Skills
Microsoft Word, Microsoft Excel, Microsoft Exchange, International..., PowerPoint, Management, Banking, Securities, Settlement, Back Office, Account Reconciliation, SWIFT payments, Customer Service, Emerging Markets, Fixed Income, Equities, ETFs, Series 7, Customer Satisfaction
Education
Kingsborough Community College 1988 — 1990
Associate's degree, Business Administration, Management and Operations
Laura Buell Laura Buell's Bear Stearns Experience June 1982 - December 1991
Job Executive Assistant to Chief Financial Officer at Phillips Exeter Academy
Industry Primary/Secondary Education
Experience
Phillips Exeter Academy October 2007 - Present
Fisher Scientific International 1999 - 2007
Bear Stearns June 1982 - December 1991
Skills
Event Planning, Microsoft Excel, PowerPoint, Outlook, Public Speaking, Event Management, Customer Service, Administrative..., Teaching, Staff Development, Office Management, Budgets, Marketing, Project Management, Leadership Development, Strategic Planning, Management, Time Management, Non-profits, Nonprofits, Recruiting
Education
Katharine Gibbs School 1976 — 1978
Associates, Liberal Arts
Athol High School 1973 — 1976
Diploma, College Course
Academy of Maria Assumpta 1972 — 1973
Phillips Exeter Academy October 2007 - Present
Fisher Scientific International 1999 - 2007
Bear Stearns June 1982 - December 1991
Skills
Event Planning, Microsoft Excel, PowerPoint, Outlook, Public Speaking, Event Management, Customer Service, Administrative..., Teaching, Staff Development, Office Management, Budgets, Marketing, Project Management, Leadership Development, Strategic Planning, Management, Time Management, Non-profits, Nonprofits, Recruiting
Education
Katharine Gibbs School 1976 — 1978
Associates, Liberal Arts
Athol High School 1973 — 1976
Diploma, College Course
Academy of Maria Assumpta 1972 — 1973
Dianne Perlman's Bear Stearns Experience September 1989 - August 2005
Job Accounting & Finance Recruiter at Abacus Group
Industry Human Resources
Experience
Abacus Group August 2005 - Present
Bear Stearns September 1989 - August 2005
Morgan Stanley 1987 - 1989
PriceWaterhouseCoopers (Coopers & Lybrand) 1984 - 1987
Skills
Accounting, Recruiting, Executive Search, Treasury, Financial Reporting, Financial Accounting, P&L Analysis, Internet Recruiting, Financial Services, Technical Recruiting, Auditing, PeopleSoft, Tax, Banking, Finance, Applicant Tracking..., Management, Financial Analysis, Internal Controls, Interviews, Investment Banking, Corporate Finance, Internal Audit, Temporary Placement, General Ledger, Sarbanes-Oxley Act, College Recruiting, Payroll, Temporary Staffing, Contract Recruitment, Talent Acquisition
Education
Indiana University Bloomington 1980 — 1984
BS, Accounting
Abacus Group August 2005 - Present
Bear Stearns September 1989 - August 2005
Morgan Stanley 1987 - 1989
PriceWaterhouseCoopers (Coopers & Lybrand) 1984 - 1987
Skills
Accounting, Recruiting, Executive Search, Treasury, Financial Reporting, Financial Accounting, P&L Analysis, Internet Recruiting, Financial Services, Technical Recruiting, Auditing, PeopleSoft, Tax, Banking, Finance, Applicant Tracking..., Management, Financial Analysis, Internal Controls, Interviews, Investment Banking, Corporate Finance, Internal Audit, Temporary Placement, General Ledger, Sarbanes-Oxley Act, College Recruiting, Payroll, Temporary Staffing, Contract Recruitment, Talent Acquisition
Education
Indiana University Bloomington 1980 — 1984
BS, Accounting
Derek Chan's Bear Stearns Experience October 1996 - February 2001
Job Advisor at Square Peg Advisors
Industry Research
Experience
Square Peg Advisors 2015 - Present
Cottontree Inc. 2012 - 2014
Acuity Funds July 2010 - February 2011
RCM Asia Pacific Ltd. July 2004 - July 2010
KBSH Capital Management November 2001 - October 2002
Bear Stearns October 1996 - February 2001
Skills
Equity Research, Equities, Investments, Asset Managment, Portfolio Management, Business Analysis, Asset Management, Quantitative Analytics, Financial Analysis, Alternative Investments, Financial Modeling, Valuation, Bloomberg, Hedge Funds, Analysis, Asset Allocation, Investment Strategies, Equity Valuation, Capital Markets, Investment Management
Education
Ivey Business School at Western University 2012 — 2014
Master of Business Administration (MBA)
Western University 1989 — 1992
Bachelor's, Mathematics and Statistical Sciences
Square Peg Advisors 2015 - Present
Cottontree Inc. 2012 - 2014
Acuity Funds July 2010 - February 2011
RCM Asia Pacific Ltd. July 2004 - July 2010
KBSH Capital Management November 2001 - October 2002
Bear Stearns October 1996 - February 2001
Skills
Equity Research, Equities, Investments, Asset Managment, Portfolio Management, Business Analysis, Asset Management, Quantitative Analytics, Financial Analysis, Alternative Investments, Financial Modeling, Valuation, Bloomberg, Hedge Funds, Analysis, Asset Allocation, Investment Strategies, Equity Valuation, Capital Markets, Investment Management
Education
Ivey Business School at Western University 2012 — 2014
Master of Business Administration (MBA)
Western University 1989 — 1992
Bachelor's, Mathematics and Statistical Sciences
Jason Vogel's Bear Stearns Experience April 2008 - October 2008
Job CoHead & Senior Director Product Development
Industry Financial Services
Experience
Silver Management Group, Inc July 2006 - Present
EZ Life LLC August 2009 - November 2013
E*TRADE Financial May 2011 - September 2013
Fiserv April 2010 - October 2011
Merrill Lynch June 2010 - June 2011
JP Morgan October 2008 - April 2010
Bear Stearns April 2008 - October 2008
TD Ameritrade (T2) July 2006 - January 2008
Lockwood Financial September 2005 - July 2006
Ruby Digital, Inc August 2003 - September 2005
Skills
SDLC, Requirements Gathering, Financial Services, Visio, Business Analysis, Requirements Analysis, Software Documentation, Analysis, Business Requirements, Corporate Actions, Use Case Analysis, Portfolio Management, UML, Agile Methodologies, Databases, Enterprise Software, Software Development, Cost Basis Reporting, Quality Assurance..., Fixed Income Technology, Mark to Market, Investment Performance..., Fee-based advisor..., Portfolio model..., Model-based Rebalancing, Equities, Index Options, Options, Cross-functional Team..., Team Leadership, Project Management
Education
The University of Kansas 1994 — 1996
BS
Johnson County Community College 1991 — 1994
Silver Management Group, Inc July 2006 - Present
EZ Life LLC August 2009 - November 2013
E*TRADE Financial May 2011 - September 2013
Fiserv April 2010 - October 2011
Merrill Lynch June 2010 - June 2011
JP Morgan October 2008 - April 2010
Bear Stearns April 2008 - October 2008
TD Ameritrade (T2) July 2006 - January 2008
Lockwood Financial September 2005 - July 2006
Ruby Digital, Inc August 2003 - September 2005
Skills
SDLC, Requirements Gathering, Financial Services, Visio, Business Analysis, Requirements Analysis, Software Documentation, Analysis, Business Requirements, Corporate Actions, Use Case Analysis, Portfolio Management, UML, Agile Methodologies, Databases, Enterprise Software, Software Development, Cost Basis Reporting, Quality Assurance..., Fixed Income Technology, Mark to Market, Investment Performance..., Fee-based advisor..., Portfolio model..., Model-based Rebalancing, Equities, Index Options, Options, Cross-functional Team..., Team Leadership, Project Management
Education
The University of Kansas 1994 — 1996
BS
Johnson County Community College 1991 — 1994
Dominick D'Aleo Dominick D'Aleo's Bear Stearns Experience April 2007 - March 2008
Job Hospitality Consultant
Industry Consumer Services
Experience
East Coast Saloons , Mcfaddens and BarBq Stamford February 2015 - Present
Gelus LLC March 2011 - Present
East Coast Saloons March 2007 - Present
Forrest Solutions Group November 2014 - February 2015
Auld D'Aleo Inc February 2008 - October 2013
Bear Stearns April 2007 - March 2008
Skills
Budgets, Strategic Planning, Finance, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Negotiation, Microsoft Word, Customer Service, Research, Photoshop, English, Windows, Budget, Teaching, HTML, Java, Public Speaking, Editing, Talent Evaluator, Networking, Social Networking, Problem Solving, Communication, Marketing, Entrepreneurship
Education
Iona College 2004 — 2008
Bachelor's degree, Accounting and Finance
East Coast Saloons , Mcfaddens and BarBq Stamford February 2015 - Present
Gelus LLC March 2011 - Present
East Coast Saloons March 2007 - Present
Forrest Solutions Group November 2014 - February 2015
Auld D'Aleo Inc February 2008 - October 2013
Bear Stearns April 2007 - March 2008
Skills
Budgets, Strategic Planning, Finance, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Negotiation, Microsoft Word, Customer Service, Research, Photoshop, English, Windows, Budget, Teaching, HTML, Java, Public Speaking, Editing, Talent Evaluator, Networking, Social Networking, Problem Solving, Communication, Marketing, Entrepreneurship
Education
Iona College 2004 — 2008
Bachelor's degree, Accounting and Finance
Steve Bergman's Bear Stearns Experience February 2007 - June 2008
Job Vice President, Capital Formation and Client Development at Colony Capital
Industry Financial Services
Experience
Crédit Agricole CIB April 2013 - July 2013
The Seaport Group April 2011 - September 2012
BTIG April 2009 - March 2011
J.P. Morgan/Bear Stearns June 2008 - March 2009
Bear Stearns February 2007 - June 2008
Rock Maple Funds October 2005 - September 2006
Bear Stearns May 2000 - September 2005
Bear Stearns September 1986 - May 2000
Skills
Relationship Management, Hedge Funds, Asset Management, Fixed Income Sales, Structured Products, High Yield Bonds, Distressed Debt, Strategic Communications, Equities, Mutual Funds, Fixed Income, Alternative Investments, Investments, Credit, Bonds
Education
New York University, Stern School of Business
Master of Business Administration (M.B.A.)
Iona College
Bachelor of Business Administration (B.B.A.)
Westchester Community College
Associate of Arts and Sciences (A.A.S.)
Crédit Agricole CIB April 2013 - July 2013
The Seaport Group April 2011 - September 2012
BTIG April 2009 - March 2011
J.P. Morgan/Bear Stearns June 2008 - March 2009
Bear Stearns February 2007 - June 2008
Rock Maple Funds October 2005 - September 2006
Bear Stearns May 2000 - September 2005
Bear Stearns September 1986 - May 2000
Skills
Relationship Management, Hedge Funds, Asset Management, Fixed Income Sales, Structured Products, High Yield Bonds, Distressed Debt, Strategic Communications, Equities, Mutual Funds, Fixed Income, Alternative Investments, Investments, Credit, Bonds
Education
New York University, Stern School of Business
Master of Business Administration (M.B.A.)
Iona College
Bachelor of Business Administration (B.B.A.)
Westchester Community College
Associate of Arts and Sciences (A.A.S.)
Arthur Mnev Arthur Mnev's Bear Stearns Experience April 2000 - December 2007
Job Enterprise Architect at KPMG Peat Marwick
Industry Information Technology and Services
Experience
KPMG Peat Marwick June 2010 - Present
Ross Stores May 2008 - May 2010
Bear Stearns April 2000 - December 2007
Rabo Bank February 2000 - April 2000
Tullett & Tokyo Liberty PLC June 1999 - February 2000
Leveraged Technology October 1998 - June 1999
Skills
Enterprise Architecture, Disaster Recovery, Integration, Security, Vendor Management, High Performance..., Network Architecture, VMware, Network Security, Architecture, Enterprise Software, Cloud Computing, Strategy, Data Center, ITIL, Information Security, Information Security..., Business Continuity, IT Operations, Business Intelligence, Networking, IT Management, Infrastructure, Information Technology, Business Analysis, Virtualization, Storage, Firewalls, Databases, SharePoint, SaaS, Storage Area Networks, Project Planning, TCP/IP, Solaris, Analysis, Governance, IT Service Management, Software Development, Perl, CISSP, SDLC, System Architecture, High Availability, Optimization Algorithms, VCP, IT Strategy, Network Engineering
Education
Thomas Edison State College 2008 — 2012
BSBA, CIS
Kingsborough Community College 1997 — 1999
Liberal Arts
KPMG Peat Marwick June 2010 - Present
Ross Stores May 2008 - May 2010
Bear Stearns April 2000 - December 2007
Rabo Bank February 2000 - April 2000
Tullett & Tokyo Liberty PLC June 1999 - February 2000
Leveraged Technology October 1998 - June 1999
Skills
Enterprise Architecture, Disaster Recovery, Integration, Security, Vendor Management, High Performance..., Network Architecture, VMware, Network Security, Architecture, Enterprise Software, Cloud Computing, Strategy, Data Center, ITIL, Information Security, Information Security..., Business Continuity, IT Operations, Business Intelligence, Networking, IT Management, Infrastructure, Information Technology, Business Analysis, Virtualization, Storage, Firewalls, Databases, SharePoint, SaaS, Storage Area Networks, Project Planning, TCP/IP, Solaris, Analysis, Governance, IT Service Management, Software Development, Perl, CISSP, SDLC, System Architecture, High Availability, Optimization Algorithms, VCP, IT Strategy, Network Engineering
Education
Thomas Edison State College 2008 — 2012
BSBA, CIS
Kingsborough Community College 1997 — 1999
Liberal Arts
Venkata Addanki Venkata Addanki's Bear Stearns Experience June 2007 - May 2008
Job Director at Markit
Industry Financial Services
Experience
Markit January 2015 - Present
Markit May 2008 - Present
Bear Stearns June 2007 - May 2008
Citi Group May 2004 - May 2007
JPMorgan Chase January 2003 - April 2004
Vision Systems Group August 2000 - December 2002
Future Zone Technologies Limited July 1998 - July 2000
Skills
Software Development, Java, JavaScript, jQuery, GWT, Smart GWT, Spring, Hibernate, JMS, Low Latency, Front Office, Oracle SQL, Microsoft SQL Server, Sybase, JNDI, Shell Scripting, XML, XMLBeans, XML Schema, Web Services, Website Development, Fine Tuning, Optimizations, Spring Framework, SDLC, Requirements Analysis, SQL
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Kakatiya University 1992 — 1995
Bachelor of Commerce, Accounts & Economics
Markit January 2015 - Present
Markit May 2008 - Present
Bear Stearns June 2007 - May 2008
Citi Group May 2004 - May 2007
JPMorgan Chase January 2003 - April 2004
Vision Systems Group August 2000 - December 2002
Future Zone Technologies Limited July 1998 - July 2000
Skills
Software Development, Java, JavaScript, jQuery, GWT, Smart GWT, Spring, Hibernate, JMS, Low Latency, Front Office, Oracle SQL, Microsoft SQL Server, Sybase, JNDI, Shell Scripting, XML, XMLBeans, XML Schema, Web Services, Website Development, Fine Tuning, Optimizations, Spring Framework, SDLC, Requirements Analysis, SQL
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Kakatiya University 1992 — 1995
Bachelor of Commerce, Accounts & Economics
Mark Maybell's Bear Stearns Experience June 1986 - August 1989
Job Founding Partner, Eastven Venture Partners
Industry Venture Capital & Private Equity
Experience
Eastven Venture Partners March 2001 - Present
Merrill Lynch August 1989 - March 2001
Bear Stearns June 1986 - August 1989
Continental Bank June 1982 - June 1986
Arthur Andersen August 1980 - June 1982
Education
Indiana University - Kelley School of Business 1978 — 1980
MBA
University of Illinois at Urbana-Champaign 1974 — 1978
AB Finance
Eastven Venture Partners March 2001 - Present
Merrill Lynch August 1989 - March 2001
Bear Stearns June 1986 - August 1989
Continental Bank June 1982 - June 1986
Arthur Andersen August 1980 - June 1982
Education
Indiana University - Kelley School of Business 1978 — 1980
MBA
University of Illinois at Urbana-Champaign 1974 — 1978
AB Finance
Silfredo Serrano Silfredo Serrano's Bear Stearns Experience January 2007 - June 2008
Job Supervision & Regulation at Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago April 2010 - Present
Old St. Mary's Church January 2012 - Present
Chicago Symphony Orchestra September 2008 - Present
Grant Park Orchestra June 2011 - Present
RR Donnelley 2010 - 2010
Williams Lea August 2009 - November 2009
JPMorgan Chase June 2008 - May 2009
Bear Stearns January 2007 - June 2008
Bear Stearns Investment Bank September 2002 - January 2007
Bear Stearns August 2000 - September 2002
Skills
Flow Charts, Data Interpretation, Word, Excel, PowerPoint, Microsoft Office, Production, Photoshop, Problem Solving, Customer Relations, Adobe Creative Suite, Team Building, Teaching, Analysis, Music, Illustrator, Event Management, Event Planning, Documentation, Quality Assurance, Spanish, Outlook, Windows, Singing, Data Analysis, Visio, Microsoft Excel, Microsoft Word, Classical, Oratorio, Leadership, Management, Project Management, Social Networking, Opera, Software Documentation, Music Theory, Musical Theatre, Voice Lessons
Education
Indiana University Bloomington 1987 — 1991
MM, Music
University of Miami 1983 — 1987
BM, Music
Federal Reserve Bank of Chicago April 2010 - Present
Old St. Mary's Church January 2012 - Present
Chicago Symphony Orchestra September 2008 - Present
Grant Park Orchestra June 2011 - Present
RR Donnelley 2010 - 2010
Williams Lea August 2009 - November 2009
JPMorgan Chase June 2008 - May 2009
Bear Stearns January 2007 - June 2008
Bear Stearns Investment Bank September 2002 - January 2007
Bear Stearns August 2000 - September 2002
Skills
Flow Charts, Data Interpretation, Word, Excel, PowerPoint, Microsoft Office, Production, Photoshop, Problem Solving, Customer Relations, Adobe Creative Suite, Team Building, Teaching, Analysis, Music, Illustrator, Event Management, Event Planning, Documentation, Quality Assurance, Spanish, Outlook, Windows, Singing, Data Analysis, Visio, Microsoft Excel, Microsoft Word, Classical, Oratorio, Leadership, Management, Project Management, Social Networking, Opera, Software Documentation, Music Theory, Musical Theatre, Voice Lessons
Education
Indiana University Bloomington 1987 — 1991
MM, Music
University of Miami 1983 — 1987
BM, Music
Teresa (Casaburri) Taylor Teresa (Casaburri) Taylor's Bear Stearns Experience December 2005 - March 2008
Job HR Manager at American Express
Industry Human Resources
Experience
American Express July 2013 - Present
PwC July 2012 - July 2013
PwC January 2011 - June 2012
PwC March 2008 - December 2010
Bear Stearns December 2005 - March 2008
Snelling Personnel December 2003 - November 2005
Skills
Training Delivery, Organizational Design, Project Management, Corporate Communications, Process Improvement, Human Resources, Training, UPK, Curriculum Design, Curriculum Development, Curriculum Mapping, Strategic Communications, Internal Communications, Building Organizational..., Budget Monitoring, Microsoft Excel, MS Excel Pivot Tables, PowerPoint, Program Management, Program Development, Recruiting, HR Project Management, Guidewire, Strategy, Risk Management, Interviews, Management
Education
Iona College 1999 — 2003
BA, Mass Communications
American Express July 2013 - Present
PwC July 2012 - July 2013
PwC January 2011 - June 2012
PwC March 2008 - December 2010
Bear Stearns December 2005 - March 2008
Snelling Personnel December 2003 - November 2005
Skills
Training Delivery, Organizational Design, Project Management, Corporate Communications, Process Improvement, Human Resources, Training, UPK, Curriculum Design, Curriculum Development, Curriculum Mapping, Strategic Communications, Internal Communications, Building Organizational..., Budget Monitoring, Microsoft Excel, MS Excel Pivot Tables, PowerPoint, Program Management, Program Development, Recruiting, HR Project Management, Guidewire, Strategy, Risk Management, Interviews, Management
Education
Iona College 1999 — 2003
BA, Mass Communications
Brigid Donnelly's Bear Stearns Experience September 2004 - March 2005
Job Emerging Markets Fixed Income Trader at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Emerging Markets Fixed Income TraderOppenheimer & Co.March 2011 - Present
Bear Stearns September 2004 - March 2005
Bear Stearns January 2004 - September 2004
Bear Stearns February 2002 - January 2004
Bear Stearns June 2000 - February 2002
Education
Iona College 1996 — 2000
BA, English
Oppenheimer & Co. Emerging Markets Fixed Income TraderOppenheimer & Co.March 2011 - Present
Bear Stearns September 2004 - March 2005
Bear Stearns January 2004 - September 2004
Bear Stearns February 2002 - January 2004
Bear Stearns June 2000 - February 2002
Education
Iona College 1996 — 2000
BA, English
Stephen Tunney Stephen Tunney's Bear Stearns Experience 2005 - 2007
Job Retired
Industry Financial Services
Experience
Home RealtorFusiilier Realty GroupDecember 2011 - October 2013
Pershing LLC 2010 - 2011
ascend consulting 2006 - 2007
ascend consulting 2006 - 2007
Bear Stearns 2005 - 2007
US Securities and Exchange Commission 2004 - 2005
Lewco Securities Corp. 1993 - 2002
Lewco Securites, Inc 1993 - 2001
National Securities Clearing Corp 1985 - 1993
Morgan Stanley & Co. Incorporated 1975 - 1983
Skills
Project Management, Securities, Business Analysis, Financial Services, SDLC, Equities, Derivatives, Fixed Income, Process Improvement, Requirements Gathering, Risk Management, PMO, SharePoint, Requirements Analysis, Agile Methodologies, Portfolio Management, Project Planning, Banking, Financial Risk, Management, Project Portfolio..., Analysis, Vendor Management
Education
Kean University 1978 — 1982
BS, Management Science
Home RealtorFusiilier Realty GroupDecember 2011 - October 2013
Pershing LLC 2010 - 2011
ascend consulting 2006 - 2007
ascend consulting 2006 - 2007
Bear Stearns 2005 - 2007
US Securities and Exchange Commission 2004 - 2005
Lewco Securities Corp. 1993 - 2002
Lewco Securites, Inc 1993 - 2001
National Securities Clearing Corp 1985 - 1993
Morgan Stanley & Co. Incorporated 1975 - 1983
Skills
Project Management, Securities, Business Analysis, Financial Services, SDLC, Equities, Derivatives, Fixed Income, Process Improvement, Requirements Gathering, Risk Management, PMO, SharePoint, Requirements Analysis, Agile Methodologies, Portfolio Management, Project Planning, Banking, Financial Risk, Management, Project Portfolio..., Analysis, Vendor Management
Education
Kean University 1978 — 1982
BS, Management Science
Jaymin Patel Jaymin Patel's Bear Stearns Experience May 1999 - June 2008
Job Director of Wintel/Virtulization Engineering at DTCC
Industry Financial Services
Experience
DTCC August 2012 - Present
Macquarie Group January 2012 - August 2012
Macquarie Group 2010 - 2011
JP Morgan Chase June 2008 - November 2009
Bear Stearns May 1999 - June 2008
Bear Stearns November 1997 - May 1999
Smith Barney September 1996 - October 1997
Skills
Program Management, Data Center, IT Management, VMware, Servers, Management, Strategy, Infrastructure, Storage, Trading Systems, Fixed Income, Equities, Electronic Trading, Investment Banking, Capital Markets
Education
New York Institute of Technology 1983 — 1989
Kendriya Vidyalaya 1970 — 1980
PSG Seminar
DTCC August 2012 - Present
Macquarie Group January 2012 - August 2012
Macquarie Group 2010 - 2011
JP Morgan Chase June 2008 - November 2009
Bear Stearns May 1999 - June 2008
Bear Stearns November 1997 - May 1999
Smith Barney September 1996 - October 1997
Skills
Program Management, Data Center, IT Management, VMware, Servers, Management, Strategy, Infrastructure, Storage, Trading Systems, Fixed Income, Equities, Electronic Trading, Investment Banking, Capital Markets
Education
New York Institute of Technology 1983 — 1989
Kendriya Vidyalaya 1970 — 1980
PSG Seminar
Douglas Bagley's Bear Stearns Experience February 2007 - June 2008
Job Enterprise Information Architect at Walmart
Industry Information Technology and Services
Experience
Walmart May 2011 - Present
Romack Inc. May 2010 - December 2010
JPMC June 2008 - September 2009
Bear Stearns February 2007 - June 2008
Bear Stearns September 2006 - February 2007
Affirmative Insurance May 2006 - September 2006
Verizon Superpages May 2004 - May 2006
TXU August 2001 - May 2004
Akili June 1998 - July 2001
Accenture Technology Solutions January 1997 - May 1998
Skills
Data Integration, Data Warehousing, PMO, ETL, SQL, SDLC, SSIS, Data Modeling, Microsoft SQL Server, Databases, Oracle, Software Development, Business Intelligence, Business Objects, Integration, Unix Shell Scripting, Enterprise Software, DB2, Security, Enterprise Architecture, Architectures, SSRS, Data Migration, Architecture
Education
Indiana University South Bend 1977 — 1981
Bachelor of Science degree, Business Administration
Indiana University South Bend 1977 — 1979
BS, Business Administration
Walmart May 2011 - Present
Romack Inc. May 2010 - December 2010
JPMC June 2008 - September 2009
Bear Stearns February 2007 - June 2008
Bear Stearns September 2006 - February 2007
Affirmative Insurance May 2006 - September 2006
Verizon Superpages May 2004 - May 2006
TXU August 2001 - May 2004
Akili June 1998 - July 2001
Accenture Technology Solutions January 1997 - May 1998
Skills
Data Integration, Data Warehousing, PMO, ETL, SQL, SDLC, SSIS, Data Modeling, Microsoft SQL Server, Databases, Oracle, Software Development, Business Intelligence, Business Objects, Integration, Unix Shell Scripting, Enterprise Software, DB2, Security, Enterprise Architecture, Architectures, SSRS, Data Migration, Architecture
Education
Indiana University South Bend 1977 — 1981
Bachelor of Science degree, Business Administration
Indiana University South Bend 1977 — 1979
BS, Business Administration
Kurt Sturm's Bear Stearns Experience 2007 - 2008
Job New Product Development
Industry Biotechnology
Experience
Myriad Genetics 2012 - Present
University of Utah 2011 - 2011
University of Utah 2009 - 2011
University of Utah 2009 - 2010
ARUP Laboratories 2009 - 2009
Bear Stearns 2007 - 2008
Pfizer 2005 - 2007
Bristol-Myers Squibb 2003 - 2005
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Banking / Finance
Rutgers, The State University of New Jersey-New Brunswick
MS, Chemical & Biochemical Engineering
Iowa State University
BS, Biophysics / Chemical Engineering
Myriad Genetics 2012 - Present
University of Utah 2011 - 2011
University of Utah 2009 - 2011
University of Utah 2009 - 2010
ARUP Laboratories 2009 - 2009
Bear Stearns 2007 - 2008
Pfizer 2005 - 2007
Bristol-Myers Squibb 2003 - 2005
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Banking / Finance
Rutgers, The State University of New Jersey-New Brunswick
MS, Chemical & Biochemical Engineering
Iowa State University
BS, Biophysics / Chemical Engineering
Santhosh Aravindakshan Santhosh Aravindakshan's Bear Stearns Experience 2001 - 2002
Job VP, Investments IT Global Strategy Derivatives, Collateral Management, Securities Lending & CMIP
Industry Information Services
Experience
MetLife November 2013 - Present
Sterling Infosystems, Inc. July 2012 - October 2013
Sterling Infosystems, Inc. May 2011 - July 2012
MetLife 2006 - May 2011
MetLife 2004 - 2006
MetLife 2002 - 2004
Bear Stearns 2001 - 2002
Charles River Consultants 2000 - 2001
IS3C 1999 - 2000
Datamatics 1998 - 1999
Skills
Data Analysis, SDLC, Business Intelligence, Vendor Management, Business Analysis, Requirements Gathering, Leadership, Visio, Microsoft SQL Server, Project Portfolio..., Team Management, Team Leadership, Software Development, Integration, Enterprise Architecture, Cross-functional Team..., IT Management, PMP, Data Warehousing, PMO, Program Management, Requirements Analysis, Management, Business Process..., Agile Methodologies, IT Strategy, Process Improvement, Project Management, Analytics, Change Management, Strategic Planning, Software Project..., Risk Management, Analysis, Business Process, Outsourcing, CRM, MS Project, Strategy, Management Consulting, SaaS, Product Management, SOA
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
Jai Narain Vyas University 1994 — 1997
Master in Computer Applications
Calicut University 1991 — 1994
Bachelor of Science
MetLife November 2013 - Present
Sterling Infosystems, Inc. July 2012 - October 2013
Sterling Infosystems, Inc. May 2011 - July 2012
MetLife 2006 - May 2011
MetLife 2004 - 2006
MetLife 2002 - 2004
Bear Stearns 2001 - 2002
Charles River Consultants 2000 - 2001
IS3C 1999 - 2000
Datamatics 1998 - 1999
Skills
Data Analysis, SDLC, Business Intelligence, Vendor Management, Business Analysis, Requirements Gathering, Leadership, Visio, Microsoft SQL Server, Project Portfolio..., Team Management, Team Leadership, Software Development, Integration, Enterprise Architecture, Cross-functional Team..., IT Management, PMP, Data Warehousing, PMO, Program Management, Requirements Analysis, Management, Business Process..., Agile Methodologies, IT Strategy, Process Improvement, Project Management, Analytics, Change Management, Strategic Planning, Software Project..., Risk Management, Analysis, Business Process, Outsourcing, CRM, MS Project, Strategy, Management Consulting, SaaS, Product Management, SOA
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
Jai Narain Vyas University 1994 — 1997
Master in Computer Applications
Calicut University 1991 — 1994
Bachelor of Science
Jack Ewashko's Bear Stearns Experience July 2005 - July 2006
Job Cash Management, Treasury,Derivatives, OTC, Futures, Options, Commodities, FX, Credit,Equities Exp
Industry Investment Banking
Experience
Deutsche Bank July 2014 - September 2015
Self Employed February 2014 - July 2014
Millennium Partners April 2012 - February 2014
Deutsche Bank Securities Inc August 2011 - March 2012
Deutsche Bank July 2006 - July 2011
Bear Stearns July 2005 - July 2006
Pershing LLC March 2004 - June 2005
TD Waterhouse July 2000 - June 2004
Skills
Banking, Bonds, Commodity, Derivatives, Equities, FX Options, Fixed Income, Hedge Funds, Investments, Options, Risk Management, Trading, Financial Risk, Financial Services, Mutual Funds, Finance, Settlement, Securities, Trading Systems, Equity Derivatives, Series 7, FINRA, Series 63, Financial Markets, Electronic Trading, Cash Management, Hedging, Collateral Management, Currency, Interest Rate..., Relationship Management, Commodity Markets, Treasury, Back Office, Foreign Exchange, Middle Office, Swaps, Funding, Equity Trading, ETFs, Investment Management, Credit Derivatives, SWIFT payments
Education
Long Island University
Bachelor's degree
Kingsborough Community College
Associates degree, Business Administration
Deutsche Bank July 2014 - September 2015
Self Employed February 2014 - July 2014
Millennium Partners April 2012 - February 2014
Deutsche Bank Securities Inc August 2011 - March 2012
Deutsche Bank July 2006 - July 2011
Bear Stearns July 2005 - July 2006
Pershing LLC March 2004 - June 2005
TD Waterhouse July 2000 - June 2004
Skills
Banking, Bonds, Commodity, Derivatives, Equities, FX Options, Fixed Income, Hedge Funds, Investments, Options, Risk Management, Trading, Financial Risk, Financial Services, Mutual Funds, Finance, Settlement, Securities, Trading Systems, Equity Derivatives, Series 7, FINRA, Series 63, Financial Markets, Electronic Trading, Cash Management, Hedging, Collateral Management, Currency, Interest Rate..., Relationship Management, Commodity Markets, Treasury, Back Office, Foreign Exchange, Middle Office, Swaps, Funding, Equity Trading, ETFs, Investment Management, Credit Derivatives, SWIFT payments
Education
Long Island University
Bachelor's degree
Kingsborough Community College
Associates degree, Business Administration
Xavier Carrero Xavier Carrero's Bear Stearns Experience 2004 - 2008
Job Head of Discretionary Trading at CM Group
Industry Investment Management
Experience
TRG Management LP 2008 - 2011
Bear Stearns 2004 - 2008
Bear Stearns 2001 - 2004
Bear Stearns 1997 - 2001
Bolsa Mexicana de Valores 1993 - 1996
Bolsa Mexicana de Valores 1990 - 1993
Skills
Financial Modeling, Fundamental Analysis, Technical Analysis, Data Mining, Business Development, Derivatives, Trading, Equities, Valuation, Risk Management, Emerging Markets, Portfolio Optimization, Securities, Fixed Income, Strategy, Portfolio Management, Equity Research, Investments, Finance
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, Finance
Universidad La Salle, A.C. 1987 — 1992
BS, Computer Science
TRG Management LP 2008 - 2011
Bear Stearns 2004 - 2008
Bear Stearns 2001 - 2004
Bear Stearns 1997 - 2001
Bolsa Mexicana de Valores 1993 - 1996
Bolsa Mexicana de Valores 1990 - 1993
Skills
Financial Modeling, Fundamental Analysis, Technical Analysis, Data Mining, Business Development, Derivatives, Trading, Equities, Valuation, Risk Management, Emerging Markets, Portfolio Optimization, Securities, Fixed Income, Strategy, Portfolio Management, Equity Research, Investments, Finance
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, Finance
Universidad La Salle, A.C. 1987 — 1992
BS, Computer Science
Vincent Hearne Vincent Hearne's Bear Stearns Experience 2005 - 2007
Job FINANCE PROFESSIONAL: GURU in PUBLICLY TRADED COMPANIES
Industry Financial Services
Experience
California Master Tiles July 2015 - Present
Vincent Hearne Inc. January 2009 - Present
Rapid Realty 2009 - 2010
OFFMAN SECURITIES 2009 - 2010
JP Morgan Chase 2007 - 2009
Bear Stearns 2005 - 2007
MET LIFE 2004 - 2005
TD Ameritrade 2000 - 2004
NYSE 1991 - 1999
Skills
Options, Brokerage, Risk Management, Hedging, Equities, Asset Managment, Securities, Prime Brokerage, Trading, Portfolio Management, Investments, Derivatives, Forecasting, Asset, Customer Service, Business, Account Management, VBA, Series 7, Financial Analysis, Series 63, Mutual Funds, Banking, Finance, Financial Services, Investment Banking, Financial Markets, Wealth Management, Financial Modeling, Alternative Investments, Valuation, Financial Risk, Due Diligence, Equity Derivatives, Mergers, Strategy, Emerging Markets, Corporate Finance, Economics, Market Data, Financial Advisory, Credit Risk, Investment Management, Relationship Management, Analysis, Management, Structured Products, Equity Trading, Asset Allocation, Technical Analysis
Education
Iona College 1990 — 1991
SERIES 7 /SERIES 63/LIFE and HEALTH INSURANCE EXAMS/REAL ESTATE SALESPERSON EXAM, ECONOMICS
Xavier High School 1987 — 1990
Economics
California Master Tiles July 2015 - Present
Vincent Hearne Inc. January 2009 - Present
Rapid Realty 2009 - 2010
OFFMAN SECURITIES 2009 - 2010
JP Morgan Chase 2007 - 2009
Bear Stearns 2005 - 2007
MET LIFE 2004 - 2005
TD Ameritrade 2000 - 2004
NYSE 1991 - 1999
Skills
Options, Brokerage, Risk Management, Hedging, Equities, Asset Managment, Securities, Prime Brokerage, Trading, Portfolio Management, Investments, Derivatives, Forecasting, Asset, Customer Service, Business, Account Management, VBA, Series 7, Financial Analysis, Series 63, Mutual Funds, Banking, Finance, Financial Services, Investment Banking, Financial Markets, Wealth Management, Financial Modeling, Alternative Investments, Valuation, Financial Risk, Due Diligence, Equity Derivatives, Mergers, Strategy, Emerging Markets, Corporate Finance, Economics, Market Data, Financial Advisory, Credit Risk, Investment Management, Relationship Management, Analysis, Management, Structured Products, Equity Trading, Asset Allocation, Technical Analysis
Education
Iona College 1990 — 1991
SERIES 7 /SERIES 63/LIFE and HEALTH INSURANCE EXAMS/REAL ESTATE SALESPERSON EXAM, ECONOMICS
Xavier High School 1987 — 1990
Economics
Sabeen Khalid Sabeen Khalid's Bear Stearns Experience June 1993 - August 1993
Job CoFounder / Director Business Edge International
Industry Marketing and Advertising
Experience
Business Edge International January 2005 - Present
Salomon Smith Barney / Citigroup - Chicago August 2000 - September 2002
Citibank Canada January 1998 - May 2000
Indosuez W.I Carr 1997 - 1998
Procter & Gamble / The Gillette Company June 1996 - August 1996
Engro Corp June 1995 - August 1995
Bear Stearns June 1993 - August 1993
American Express July 1992 - November 1992
Skills
Event Management, Financial Analysis, Business Strategy, Team Leadership, Global Sourcing, Sourcing & Procurement, Custom Solutions, Promotional Products, Corporate Branding, Corporate Gifts, Fixed Income, Equities, CRM, Financial Modeling, Market Research, Business Development, Marketing, Forecasting, Investment Banking, Project Planning, Portfolio Management, Derivatives, Competitive Analysis, Custom Software, Strategy, Business Planning, Entrepreneurship, Risk Management, Time Management, Finance, Banking
Education
Institute of Business Administration 1992 — 1996
MBA, Marketing and Finance
Karachi Grammar School 1978 — 1992
A-Levels, Economics
Business Edge International January 2005 - Present
Salomon Smith Barney / Citigroup - Chicago August 2000 - September 2002
Citibank Canada January 1998 - May 2000
Indosuez W.I Carr 1997 - 1998
Procter & Gamble / The Gillette Company June 1996 - August 1996
Engro Corp June 1995 - August 1995
Bear Stearns June 1993 - August 1993
American Express July 1992 - November 1992
Skills
Event Management, Financial Analysis, Business Strategy, Team Leadership, Global Sourcing, Sourcing & Procurement, Custom Solutions, Promotional Products, Corporate Branding, Corporate Gifts, Fixed Income, Equities, CRM, Financial Modeling, Market Research, Business Development, Marketing, Forecasting, Investment Banking, Project Planning, Portfolio Management, Derivatives, Competitive Analysis, Custom Software, Strategy, Business Planning, Entrepreneurship, Risk Management, Time Management, Finance, Banking
Education
Institute of Business Administration 1992 — 1996
MBA, Marketing and Finance
Karachi Grammar School 1978 — 1992
A-Levels, Economics
Tom De La Riva Tom De La Riva's Bear Stearns Experience March 2002 - June 2003
Job Information Technology Manager at KMJ Performance
Industry Automotive
Experience
KMJ Performance June 2013 - Present
Access Systems September 2011 - May 2013
M2P2 July 2009 - September 2011
General Dynamics Information Technology June 2004 - March 2009
Illinois Foundation for Quality Health Care June 2003 - July 2004
Bear Stearns March 2002 - June 2003
Novanis Incorporated August 2000 - March 2002
Skills
Windows Server, Microsoft Exchange, System Administration, Active Directory, XP, Network Administration, SharePoint, Hardware, Servers, Disaster Recovery, Data Center, Networking, Technical Support, Security, Troubleshooting, DNS, Windows, IT Operations, Software Installation, IT Management, Microsoft Certified..., Information Technology, BMC Remedy, VMware ESX, VMware, Printers
Education
Iowa State University - College of Business 2008 — 2011
Master of Business Administration, Management Information Systems
Purdue University Calumet 1990 — 1994
Bachelor of Arts
KMJ Performance June 2013 - Present
Access Systems September 2011 - May 2013
M2P2 July 2009 - September 2011
General Dynamics Information Technology June 2004 - March 2009
Illinois Foundation for Quality Health Care June 2003 - July 2004
Bear Stearns March 2002 - June 2003
Novanis Incorporated August 2000 - March 2002
Skills
Windows Server, Microsoft Exchange, System Administration, Active Directory, XP, Network Administration, SharePoint, Hardware, Servers, Disaster Recovery, Data Center, Networking, Technical Support, Security, Troubleshooting, DNS, Windows, IT Operations, Software Installation, IT Management, Microsoft Certified..., Information Technology, BMC Remedy, VMware ESX, VMware, Printers
Education
Iowa State University - College of Business 2008 — 2011
Master of Business Administration, Management Information Systems
Purdue University Calumet 1990 — 1994
Bachelor of Arts
Brian Wright Brian Wright's Bear Stearns Experience 2000 - 2006
Job Healthcare Services Analyst
Industry Investment Banking
Experience
Sterne Agee CRT May 2014 - Present
Monness, Crespi, Hardt & Co., Inc. January 2012 - May 2014
Citadel Securities November 2010 - August 2011
Collins Stewart July 2009 - March 2011
Bank of America June 2008 - June 2009
Jefferies & Company June 2006 - January 2008
Bear Stearns 2000 - 2006
Skills
Equity Research, Equities, Hedge Funds, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Investments, Fixed Income, Investment Banking, Bloomberg, Asset Managment, Series 7, Alternative Investments, Private Equity, Asset Management
Education
Indiana University Bloomington 1998 — 2000
MBA, Finance
Rockhurst University 1993 — 1996
BSBA, Finance/Economics
Sterne Agee CRT May 2014 - Present
Monness, Crespi, Hardt & Co., Inc. January 2012 - May 2014
Citadel Securities November 2010 - August 2011
Collins Stewart July 2009 - March 2011
Bank of America June 2008 - June 2009
Jefferies & Company June 2006 - January 2008
Bear Stearns 2000 - 2006
Skills
Equity Research, Equities, Hedge Funds, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Investments, Fixed Income, Investment Banking, Bloomberg, Asset Managment, Series 7, Alternative Investments, Private Equity, Asset Management
Education
Indiana University Bloomington 1998 — 2000
MBA, Finance
Rockhurst University 1993 — 1996
BSBA, Finance/Economics
Bruce DiBiase's Bear Stearns Experience 1997 - 2007
Job Managing Director Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2015 - Present
J.P. Morgan Asset Management 2007 - August 2015
JPMorgan Securities Inc. May 2007 - April 2009
Bear Stearns 1997 - 2007
Skills
Investments, Asset Allocation, Credit, Wealth Management..., Series 7, Banking, Alternative Investments, Asset Management, Wealth Management, Portfolio Management, Capital Markets, Equities
Education
Kent State University 1983 — 1987
B.A., Finance
Morgan Stanley Private Wealth Management August 2015 - Present
J.P. Morgan Asset Management 2007 - August 2015
JPMorgan Securities Inc. May 2007 - April 2009
Bear Stearns 1997 - 2007
Skills
Investments, Asset Allocation, Credit, Wealth Management..., Series 7, Banking, Alternative Investments, Asset Management, Wealth Management, Portfolio Management, Capital Markets, Equities
Education
Kent State University 1983 — 1987
B.A., Finance
Celeste Chatman's Bear Stearns Experience 1991 - 1995
Job Early Career Talent Acquisition Leader, Tyco Int'l.
Industry Pharmaceuticals
Experience
Tyco January 2015 - Present
Actavis plc (now Allergan plc) February 2010 - December 2014
Covance, Inc. July 2006 - February 2010
Credit Suisse October 2005 - July 2006
Avaya June 2003 - December 2004
Prudential Financial 2000 - 2002
Montclair State University July 1998 - July 2000
Rutgers University May 1995 - July 1998
Bear Stearn's 1991 - 1995
Skills
Talent Management, Applicant Tracking..., Onboarding, HRIS, Employee Relations, Performance Management, Human Resources, Succession Planning, HR Consulting, College Recruiting, Talent Acquisition, Leadership Development..., Career Development and..., Leadership Development, Workday, Coaching, Resume Writing, Career Development, Workforce Planning, Recruiting, Employer Branding, Leadership, MBTI
Education
Kean University 1994 — 1998
Master of Arts (M.A.), Industrial and Organizational Psychology
Upsala College
BA, Business Administration & Marketing
Tyco January 2015 - Present
Actavis plc (now Allergan plc) February 2010 - December 2014
Covance, Inc. July 2006 - February 2010
Credit Suisse October 2005 - July 2006
Avaya June 2003 - December 2004
Prudential Financial 2000 - 2002
Montclair State University July 1998 - July 2000
Rutgers University May 1995 - July 1998
Bear Stearn's 1991 - 1995
Skills
Talent Management, Applicant Tracking..., Onboarding, HRIS, Employee Relations, Performance Management, Human Resources, Succession Planning, HR Consulting, College Recruiting, Talent Acquisition, Leadership Development..., Career Development and..., Leadership Development, Workday, Coaching, Resume Writing, Career Development, Workforce Planning, Recruiting, Employer Branding, Leadership, MBTI
Education
Kean University 1994 — 1998
Master of Arts (M.A.), Industrial and Organizational Psychology
Upsala College
BA, Business Administration & Marketing
Deborah Locher Ruggerio Deborah Locher Ruggerio's Bear Stearns Experience March 2000 - January 2009
Job Marketing Manager, PlasticPlace
Industry Marketing and Advertising
Experience
Plasticplace.com August 2014 - Present
Quidsi Inc. September 2012 - June 2014
Quidsi Inc. February 2011 - September 2012
Bear Stearns March 2000 - January 2009
Skills
E-commerce, Email Marketing, Merchandising, Online Marketing, Online Advertising, Retail, Marketing
Education
Kean University 2009 — 2010
B.S., Marketing
Plasticplace.com August 2014 - Present
Quidsi Inc. September 2012 - June 2014
Quidsi Inc. February 2011 - September 2012
Bear Stearns March 2000 - January 2009
Skills
E-commerce, Email Marketing, Merchandising, Online Marketing, Online Advertising, Retail, Marketing
Education
Kean University 2009 — 2010
B.S., Marketing
Marc Griffo's Bear Stearns Experience February 1986 - February 1987
Job Bank Examiner at New York State Banking Department
Industry Financial Services
Experience
New York State Department of Financial Services December 2013 - Present
Independent Consultant May 2011 - December 2013
BNY Mellon Corporation February 1999 - May 2011
Deutsche Bank February 1998 - February 1999
UBS Investment Bank February 1994 - February 1998
Bank of New York July 1987 - February 1994
Bear Stearns February 1986 - February 1987
Spencer Gifts September 1983 - September 1986
Skills
Fixed Income, Bloomberg, Equities, Securities Lending, Financial Services, Securities, Corporate Actions, Settlement, Asset Management, Middle Office, Finance, Operations Expertise, Collateral Management, Investment Management, Asset Managment, Structured Products, Cash Management, AML, Capital Markets, Trading Systems, DTC, Mutual Funds, Money Market, Operational Risk, Financial Analysis, Documentations, Global Custody, Process Improvement, KYC, Operations Management, Anti Money Laundering, Retail Management, Organizational..., Procedural Documentation, Bank Secrecy Act, Financial Regulation, Electronic Funds..., Counterparty Risk, Leadership, Banking
Education
CUNY- The College of Staten Island 1992 — 1994
Bachelor of Science Degree, Business Management and Finance
Kingsborough Community College 1981 — 1984
Associates degree, Retail Business Management
Samuel J Tilden HS. 1977 — 1981
Regents Diploma, Political Science and Government
New York State Department of Financial Services December 2013 - Present
Independent Consultant May 2011 - December 2013
BNY Mellon Corporation February 1999 - May 2011
Deutsche Bank February 1998 - February 1999
UBS Investment Bank February 1994 - February 1998
Bank of New York July 1987 - February 1994
Bear Stearns February 1986 - February 1987
Spencer Gifts September 1983 - September 1986
Skills
Fixed Income, Bloomberg, Equities, Securities Lending, Financial Services, Securities, Corporate Actions, Settlement, Asset Management, Middle Office, Finance, Operations Expertise, Collateral Management, Investment Management, Asset Managment, Structured Products, Cash Management, AML, Capital Markets, Trading Systems, DTC, Mutual Funds, Money Market, Operational Risk, Financial Analysis, Documentations, Global Custody, Process Improvement, KYC, Operations Management, Anti Money Laundering, Retail Management, Organizational..., Procedural Documentation, Bank Secrecy Act, Financial Regulation, Electronic Funds..., Counterparty Risk, Leadership, Banking
Education
CUNY- The College of Staten Island 1992 — 1994
Bachelor of Science Degree, Business Management and Finance
Kingsborough Community College 1981 — 1984
Associates degree, Retail Business Management
Samuel J Tilden HS. 1977 — 1981
Regents Diploma, Political Science and Government
Daniel Lageman Daniel Lageman's Bear Stearns Experience May 2004 - September 2004
Job Vice President Legal/Compliance, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Edwards Wildman Palmer LLP July 2012 - August 2013
Reed Smith LLP August 2009 - June 2012
Latham & Watkins September 2006 - March 2009
Bear Stearns May 2004 - September 2004
Deutsche Bank August 2002 - August 2003
Skills
Litigation, Commercial Litigation, Corporate Law, Legal Research, Legal Writing, Securities Regulation, Civil Litigation, Appeals, Corporate Governance, Class Actions
Education
Seton Hall University School of Law 2003 — 2006
Doctor of Law (JD), Law
James Madison University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley August 2013 - Present
Edwards Wildman Palmer LLP July 2012 - August 2013
Reed Smith LLP August 2009 - June 2012
Latham & Watkins September 2006 - March 2009
Bear Stearns May 2004 - September 2004
Deutsche Bank August 2002 - August 2003
Skills
Litigation, Commercial Litigation, Corporate Law, Legal Research, Legal Writing, Securities Regulation, Civil Litigation, Appeals, Corporate Governance, Class Actions
Education
Seton Hall University School of Law 2003 — 2006
Doctor of Law (JD), Law
James Madison University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
John Shapiro's Bear Stearns Experience December 1991 - November 1997
Job VPInst Sales at Stern Brothers
Industry Financial Services
Experience
Stern Brothers November 2008 - Present
Wells Fargo September 2007 - August 2008
AG Edwards & Sons, Inc December 1997 - September 2007
Bear Stearns December 1991 - November 1997
Skills
Investments, Series 7, Series 63, Bonds, Bloomberg, Sales, Trading, Client Relations Skills, Computer Proficiency, Microsoft Excel, Microsoft Word, Web Content, Municipal Bonds, Fixed Income, High Yield, Securities
Education
Indiana University Bloomington 1987 — 1991
BS, Finance
Stern Brothers November 2008 - Present
Wells Fargo September 2007 - August 2008
AG Edwards & Sons, Inc December 1997 - September 2007
Bear Stearns December 1991 - November 1997
Skills
Investments, Series 7, Series 63, Bonds, Bloomberg, Sales, Trading, Client Relations Skills, Computer Proficiency, Microsoft Excel, Microsoft Word, Web Content, Municipal Bonds, Fixed Income, High Yield, Securities
Education
Indiana University Bloomington 1987 — 1991
BS, Finance
Jeffrey Mark Jeffrey Mark's Bear Stearns Experience 1986 - 2004
Job Experienced Real Estate Professional at Douglas Elliman
Industry Real Estate
Experience
Douglas Elliman Real Estate May 2011 - Present
Tri-Cycle Rentals May 2011 - April 2014
GoGoMix June 2009 - December 2012
RBC Capital Markets 2004 - 2008
Bear Stearns 1986 - 2004
Skills
Real Estate, Prime Brokerage, Equities, Capital Markets, Hedge Funds, Trading, Arbitrage, Investment Strategies, Proprietary Trading, Finance, Investments
Education
Isenberg School of Management, UMass Amherst 1982 — 1986
BBA, Finance
Douglas Elliman Real Estate May 2011 - Present
Tri-Cycle Rentals May 2011 - April 2014
GoGoMix June 2009 - December 2012
RBC Capital Markets 2004 - 2008
Bear Stearns 1986 - 2004
Skills
Real Estate, Prime Brokerage, Equities, Capital Markets, Hedge Funds, Trading, Arbitrage, Investment Strategies, Proprietary Trading, Finance, Investments
Education
Isenberg School of Management, UMass Amherst 1982 — 1986
BBA, Finance
Norman Scott's Bear Stearns Experience 2004 - 2006
Job Managing Director Relationship Manager SWLG at Sterling National Bank
Industry Banking
Experience
Sterling National Bank September 2010 - Present
MSSB 2010 - 2010
Soccer Promotions Company June 2008 - December 2009
Jefferies & Company 2008 - 2008
Countrywide Warehouse Lending June 2006 - December 2007
Bear Stearns 2004 - 2006
Wembley Asset Management a division of ICAP North America 2001 - 2004
Wembley Asset management 1998 - 2001
Endeavour Capital 1996 - 1998
Credit Agricole Indosuez 1988 - 1996
Skills
Venture Capital, Investment Properties, Mortgage Lending, Accounting, Loans, Start-ups, Management, Banking, Financial Services, Finance, Credit, Negotiation, Credit Analysis, Mortgage Banking, Residential Mortgages, FHA, Real Estate, Portfolio Management, Risk Management, Series 7, Executive Management, Mortgage Marketing, Refinance, Derivatives, Funding, Loan Origination, Sales, Investment Banking, Mergers & Acquisitions, Financial Structuring, Investments, Financial Modeling, Corporate Finance, Asset Management, Underwriting, Commercial Lending, Credit Risk, Capital Markets, Due Diligence, Commercial Mortgages, Financial Analysis, Real Estate Economics
Education
Iona College 1981 — 1985
BA, Int'l Studies
Southwark College (Blackfriars, London)
Finance
Sterling National Bank September 2010 - Present
MSSB 2010 - 2010
Soccer Promotions Company June 2008 - December 2009
Jefferies & Company 2008 - 2008
Countrywide Warehouse Lending June 2006 - December 2007
Bear Stearns 2004 - 2006
Wembley Asset Management a division of ICAP North America 2001 - 2004
Wembley Asset management 1998 - 2001
Endeavour Capital 1996 - 1998
Credit Agricole Indosuez 1988 - 1996
Skills
Venture Capital, Investment Properties, Mortgage Lending, Accounting, Loans, Start-ups, Management, Banking, Financial Services, Finance, Credit, Negotiation, Credit Analysis, Mortgage Banking, Residential Mortgages, FHA, Real Estate, Portfolio Management, Risk Management, Series 7, Executive Management, Mortgage Marketing, Refinance, Derivatives, Funding, Loan Origination, Sales, Investment Banking, Mergers & Acquisitions, Financial Structuring, Investments, Financial Modeling, Corporate Finance, Asset Management, Underwriting, Commercial Lending, Credit Risk, Capital Markets, Due Diligence, Commercial Mortgages, Financial Analysis, Real Estate Economics
Education
Iona College 1981 — 1985
BA, Int'l Studies
Southwark College (Blackfriars, London)
Finance
Juan P Andrade Juan P Andrade's Bear Stearns Experience July 2006 - February 2008
Job Employee Sponsorship Executive at AT&T
Industry Telecommunications
Experience
AT&T August 2010 - March 2015
SEOP January 2008 - October 2009
Bear Stearns July 2006 - February 2008
Finance America 2002 - 2006
AT&T Wireless 1999 - 2003
Skills
Mobile Devices, Direct Sales, Lead Generation, Account Management, E-commerce, Customer Retention, Online Advertising, Wireless, Analytics, Mobile Applications, Email Marketing, B2B, Product Management, Solution Selling, Telecommunications, Business Development, VoIP, Social Media Marketing, Mobile Technology, Customer Experience, Mobile Communications, Latin American markets, Latin America, International Sales, International...
Education
Irvine Valley College 2002 — 2003
business
Saddleback College 1998 — 2000
AT&T August 2010 - March 2015
SEOP January 2008 - October 2009
Bear Stearns July 2006 - February 2008
Finance America 2002 - 2006
AT&T Wireless 1999 - 2003
Skills
Mobile Devices, Direct Sales, Lead Generation, Account Management, E-commerce, Customer Retention, Online Advertising, Wireless, Analytics, Mobile Applications, Email Marketing, B2B, Product Management, Solution Selling, Telecommunications, Business Development, VoIP, Social Media Marketing, Mobile Technology, Customer Experience, Mobile Communications, Latin American markets, Latin America, International Sales, International...
Education
Irvine Valley College 2002 — 2003
business
Saddleback College 1998 — 2000
Elizabeth Fletcher Elizabeth Fletcher's Bear Stearns Experience June 1997 - March 1999
Job Partner at Ahmad, Zavitsanos, Anaipakos, Alavi & Mensing P.C. (AZA)
Industry Law Practice
Experience
Ahmad, Zavitsanos, Anaipakos, Alavi & Mensing P.C. or AZA January 2015 - Present
Ahmad, Zavitsanos, Anaipakos, Alavi & Mensing June 2009 - January 2015
Vinson and Elkins September 2006 - May 2009
Alley Theatre September 1999 - June 2003
Bear Stearns June 1997 - March 1999
Skills
Commercial Litigation, Litigation, Legal Research, Arbitration, Legal Writing, Class Actions, Civil Litigation, Appeals, Trials, Mediation, Dispute Resolution, Mergers & Acquisitions, Securities, Intellectual Property, Trademarks, Securities Litigation, Courts, Employment Law
Education
The College of William and Mary - Marshall Wythe Law School 2003 — 2006
JD, Law
Kenyon College 1993 — 1997
A.B., History
St. John's School 1980 — 1993
Ahmad, Zavitsanos, Anaipakos, Alavi & Mensing P.C. or AZA January 2015 - Present
Ahmad, Zavitsanos, Anaipakos, Alavi & Mensing June 2009 - January 2015
Vinson and Elkins September 2006 - May 2009
Alley Theatre September 1999 - June 2003
Bear Stearns June 1997 - March 1999
Skills
Commercial Litigation, Litigation, Legal Research, Arbitration, Legal Writing, Class Actions, Civil Litigation, Appeals, Trials, Mediation, Dispute Resolution, Mergers & Acquisitions, Securities, Intellectual Property, Trademarks, Securities Litigation, Courts, Employment Law
Education
The College of William and Mary - Marshall Wythe Law School 2003 — 2006
JD, Law
Kenyon College 1993 — 1997
A.B., History
St. John's School 1980 — 1993
Pranab Kumar Kotagiri Pranab Kumar Kotagiri's Bear Stearns Experience November 2004 - October 2005
Job Ariba Consultant at Sanofi
Industry Information Technology and Services
Experience
Sanofi September 2013 - Present
Chevron February 2012 - August 2013
Bank of America July 2010 - December 2011
E&Y April 2007 - May 2010
Pfizer May 2006 - April 2007
MetLife November 2005 - February 2006
Bear Stearns November 2004 - October 2005
Ariba August 2003 - May 2004
Skills
Strategic Sourcing, Ariba, Technical Recruiting, SAP, ERP, E-procurement, Business Process, Sourcing
Education
Kakatiya University 1996 — 1999
Masters, MCA
Osmania University 1993 — 1996
Bachlore, B.Sc (Elec)
Sanofi September 2013 - Present
Chevron February 2012 - August 2013
Bank of America July 2010 - December 2011
E&Y April 2007 - May 2010
Pfizer May 2006 - April 2007
MetLife November 2005 - February 2006
Bear Stearns November 2004 - October 2005
Ariba August 2003 - May 2004
Skills
Strategic Sourcing, Ariba, Technical Recruiting, SAP, ERP, E-procurement, Business Process, Sourcing
Education
Kakatiya University 1996 — 1999
Masters, MCA
Osmania University 1993 — 1996
Bachlore, B.Sc (Elec)
Craig Jadown's Bear Stearns Experience 1999 - 2000
Job Lead Software Quality Assurance Analyst
Industry Information Technology and Services
Experience
CITYTECH, Inc. (Now part of ICF Interactive) July 2012 - Present
Northwest Acupuncture June 2007 - 2015
Chicago Merchantile Exchange 2002 - 2003
Cap Gemini Ernst & Young 2000 - 2002
Bear Stearns 1999 - 2000
Skills
Chinese Herbal Medicine, Acupuncture, Oriental Medicine, Pain Management, Holistic Health, Wellness, Alternative Medicine, Relaxation, Wellbeing, Nutrition, Healing, Nutritional Counseling, Stress, Healthcare, Bodywork, Allergy, Public Speaking, Photoshop, Stress Management, Web Content Management, Adobe, CQ5, Training, Interviews, Quality Assurance, Software Testing, Manual Testing, User Acceptance Testing, Regression Testing, CRM, Enterprise Software, Software Quality..., Software Documentation, Mentoring, Test Cases, Project Management, Web Analytics, Requirements Gathering, Technical Leadership, SDLC, Test Planning, Test Strategy, Meditation, Sports Injuries, Women's Health, Reiki, Management, Testing, Customer Service, Strategic Planning
Education
Pacific College of Oriental Medicine 2003 — 2007
Masters of Science, Traditional Oriental Medicine
Indiana University Bloomington 1988 — 1992
Bachelors of Science, Management
Barrington
CITYTECH, Inc. (Now part of ICF Interactive) July 2012 - Present
Northwest Acupuncture June 2007 - 2015
Chicago Merchantile Exchange 2002 - 2003
Cap Gemini Ernst & Young 2000 - 2002
Bear Stearns 1999 - 2000
Skills
Chinese Herbal Medicine, Acupuncture, Oriental Medicine, Pain Management, Holistic Health, Wellness, Alternative Medicine, Relaxation, Wellbeing, Nutrition, Healing, Nutritional Counseling, Stress, Healthcare, Bodywork, Allergy, Public Speaking, Photoshop, Stress Management, Web Content Management, Adobe, CQ5, Training, Interviews, Quality Assurance, Software Testing, Manual Testing, User Acceptance Testing, Regression Testing, CRM, Enterprise Software, Software Quality..., Software Documentation, Mentoring, Test Cases, Project Management, Web Analytics, Requirements Gathering, Technical Leadership, SDLC, Test Planning, Test Strategy, Meditation, Sports Injuries, Women's Health, Reiki, Management, Testing, Customer Service, Strategic Planning
Education
Pacific College of Oriental Medicine 2003 — 2007
Masters of Science, Traditional Oriental Medicine
Indiana University Bloomington 1988 — 1992
Bachelors of Science, Management
Barrington
Julie Baum's Bear Stearns Experience 1996 - 2000
Job Product Management
Industry Internet
Experience
Flixster.com March 2007 - Present
self-employed 2005 - 2007
Marion Advisory Partners LLC 2000 - 2005
Bear Stearns 1996 - 2000
Skills
Social Media, Digital Media, Advertising, Event Management, Product Management, Online Advertising, Marketing, User Interface, Sales & Marketing..., Editing, Digital Marketing, Photoshop, Customer Service, Social Media Marketing
Education
University of California, Berkeley 2002 — 2005
Extention Certificate, Interactive and Graphic Design
Kent State University 1993 — 1995
M.A. program, Theater History and Criticism
University of Michigan 1988 — 1992
B.A., English, Drama, Social Studies
Flixster.com March 2007 - Present
self-employed 2005 - 2007
Marion Advisory Partners LLC 2000 - 2005
Bear Stearns 1996 - 2000
Skills
Social Media, Digital Media, Advertising, Event Management, Product Management, Online Advertising, Marketing, User Interface, Sales & Marketing..., Editing, Digital Marketing, Photoshop, Customer Service, Social Media Marketing
Education
University of California, Berkeley 2002 — 2005
Extention Certificate, Interactive and Graphic Design
Kent State University 1993 — 1995
M.A. program, Theater History and Criticism
University of Michigan 1988 — 1992
B.A., English, Drama, Social Studies
Rama Vedula's Bear Stearns Experience November 2006 - May 2007
Job Development Manager at Broadridge Financial Solutions
Industry Computer Software
Experience
Broadridge Financial Solutions June 2007 - Present
Bear Stearns November 2006 - May 2007
Capgemini December 2005 - November 2006
Citi May 2005 - November 2005
Virtusa January 2003 - April 2005
Financial Oxygen Inc January 2001 - December 2002
Suchan InfoTech Limited May 1999 - December 2000
Defense Research and Development Laboratory(DRDL) November 1998 - March 1999
Skills
Java, JavaScript, SDLC, Software Development, Software Project..., SQL, C, XML, Struts, EJB, HTML, Blaze Advisor, Oracle, PL/SQL, DB2, Microsoft SQL Server, J2EE Web Services, SOAP, WebSphere MQ, RAD, Weblogic
Education
Jawaharlal Nehru Technological University 1994 — 1998
Bachelors of Technology
Polytechnic College of Engineering
Broadridge Financial Solutions June 2007 - Present
Bear Stearns November 2006 - May 2007
Capgemini December 2005 - November 2006
Citi May 2005 - November 2005
Virtusa January 2003 - April 2005
Financial Oxygen Inc January 2001 - December 2002
Suchan InfoTech Limited May 1999 - December 2000
Defense Research and Development Laboratory(DRDL) November 1998 - March 1999
Skills
Java, JavaScript, SDLC, Software Development, Software Project..., SQL, C, XML, Struts, EJB, HTML, Blaze Advisor, Oracle, PL/SQL, DB2, Microsoft SQL Server, J2EE Web Services, SOAP, WebSphere MQ, RAD, Weblogic
Education
Jawaharlal Nehru Technological University 1994 — 1998
Bachelors of Technology
Polytechnic College of Engineering
Helen Jacubovics's Bear Stearns Experience May 1992 - April 1997
Job Director at Gleacher and Co.
Industry Real Estate
Experience
Gleacher and company securities July 2010 - Present
ubs May 2006 - June 2010
Hypovereinsbank April 2002 - May 2004
WestLB 2002 - 2004
CIBC 1996 - 1999
Bear Stearns May 1992 - April 1997
Bear Stearns 1992 - 1997
Skills
Trading, Financial Risk, Portfolio Management, Private Equity, Equities, Hedge Funds, Derivatives, Capital Markets, Loans, Bonds, Asset Management, Alternative Investments, CMBS, Mutual Funds, Funding, Credit Derivatives
Education
Iona College 1981 — 1985
Gleacher and company securities July 2010 - Present
ubs May 2006 - June 2010
Hypovereinsbank April 2002 - May 2004
WestLB 2002 - 2004
CIBC 1996 - 1999
Bear Stearns May 1992 - April 1997
Bear Stearns 1992 - 1997
Skills
Trading, Financial Risk, Portfolio Management, Private Equity, Equities, Hedge Funds, Derivatives, Capital Markets, Loans, Bonds, Asset Management, Alternative Investments, CMBS, Mutual Funds, Funding, Credit Derivatives
Education
Iona College 1981 — 1985
Kapil Gombar's Bear Stearns Experience December 2003 - May 2005
Job EDC Application Manager at Bayer HealthCare
Industry Pharmaceuticals
Experience
Bayer HealthCare April 2015 - Present
Amgen September 2012 - December 2014
Merck May 2005 - October 2012
Bear Stearns December 2003 - May 2005
Keane 1995 - 2002
Skills
Business Analysis, SDLC, Vendor Management, Data Management, Requirements Analysis, Integration, Project Portfolio..., Project Management, Databases, Program Management, Leadership, Management, Team Management, Quality Assurance, Business Intelligence, Strategy, EDC, IT Strategy, Validation, 21 CFR Part 11, Clinical Trials
Education
Rutgers Business School 2009 — 2012
Master of Business Administration (MBA)
Kean University 1989 — 1993
Bachelor's degree, Computer Science
Bayer HealthCare April 2015 - Present
Amgen September 2012 - December 2014
Merck May 2005 - October 2012
Bear Stearns December 2003 - May 2005
Keane 1995 - 2002
Skills
Business Analysis, SDLC, Vendor Management, Data Management, Requirements Analysis, Integration, Project Portfolio..., Project Management, Databases, Program Management, Leadership, Management, Team Management, Quality Assurance, Business Intelligence, Strategy, EDC, IT Strategy, Validation, 21 CFR Part 11, Clinical Trials
Education
Rutgers Business School 2009 — 2012
Master of Business Administration (MBA)
Kean University 1989 — 1993
Bachelor's degree, Computer Science
Sahana Nagananda's Bear Stearns Experience September 2007 - June 2008
Job Senior Consultant at Capgemini Consulting
Industry Management Consulting
Experience
Capgemini Consulting September 2012 - Present
Sister Cities Africa July 2012 - August 2012
Kellogg School of Management September 2010 - June 2012
A.T. Kearney June 2011 - August 2011
JP Morgan June 2008 - May 2010
Bear Stearns September 2007 - June 2008
Pershing (Bank of New York) July 2004 - September 2007
Skills
Management Consulting, Strategy, Product Management, Management, Cross-functional Team..., Competitive Analysis, Analysis, Financial Modeling, Business Analysis, Business Strategy, CRM, Entrepreneurship, Analytics, Outsourcing, Telecommunications, Leadership, Product Development, Consulting, Program Management, Business Process..., Project Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA 2012, Management & Strategy, Entrepreneurship
INSEAD 2012 — 2012
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor's degree, Finance & French Literature
Capgemini Consulting September 2012 - Present
Sister Cities Africa July 2012 - August 2012
Kellogg School of Management September 2010 - June 2012
A.T. Kearney June 2011 - August 2011
JP Morgan June 2008 - May 2010
Bear Stearns September 2007 - June 2008
Pershing (Bank of New York) July 2004 - September 2007
Skills
Management Consulting, Strategy, Product Management, Management, Cross-functional Team..., Competitive Analysis, Analysis, Financial Modeling, Business Analysis, Business Strategy, CRM, Entrepreneurship, Analytics, Outsourcing, Telecommunications, Leadership, Product Development, Consulting, Program Management, Business Process..., Project Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA 2012, Management & Strategy, Entrepreneurship
INSEAD 2012 — 2012
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor's degree, Finance & French Literature
Joseph Bologna's Bear Stearns Experience February 2000 - July 2003
Job Manager at ICAP
Industry Banking
Experience
ICAP July 2003 - Present
Bear Stearns February 2000 - July 2003
The Bank of New York June 1999 - February 2000
CIBC World Markets May 1998 - June 1999
Skills
Fixed Income, Equities, Middle Office, Derivatives, Back Office, Securities, Bloomberg, Trading, Bonds, Investment Banking, Settlement, FX Options, Financial Markets, Prime Brokerage, Account Reconciliation, Customer Service, Internal Audit, Options, Electronic Trading, Swaps, Trading Systems, Equity Derivatives, Credit Derivatives, Hedge Funds
Education
Kingsborough Community College
Business Administration
ICAP July 2003 - Present
Bear Stearns February 2000 - July 2003
The Bank of New York June 1999 - February 2000
CIBC World Markets May 1998 - June 1999
Skills
Fixed Income, Equities, Middle Office, Derivatives, Back Office, Securities, Bloomberg, Trading, Bonds, Investment Banking, Settlement, FX Options, Financial Markets, Prime Brokerage, Account Reconciliation, Customer Service, Internal Audit, Options, Electronic Trading, Swaps, Trading Systems, Equity Derivatives, Credit Derivatives, Hedge Funds
Education
Kingsborough Community College
Business Administration
Charles Ballance's Bear Stearns Experience 1991 - 1995
Job Director at UBS Wealth Management Americas
Industry Information Technology and Services
Experience
UBS Wealth Management Americas May 2011 - Present
Web Forged Software July 1997 - May 2011
Sun Microsystems November 1996 - July 1997
Merrill Lynch July 1993 - November 1996
Bear Stearns 1991 - 1995
AT&T June 1985 - June 1990
Skills
Requirements Analysis, Oracle, Enterprise Architecture, IT Strategy, Programming, Trading Systems, C, Financial Services, Cloud Computing, Integration, SOA, Equities, Unix, Program Management, Fixed Income, Java, Linux, Software Development, SDLC, TCP/IP, Business Analysis, XML, SQL, Unix Operating Systems, C++ Language, Business Intelligence, Electronic Trading, Software Project..., Solution Architecture, Solaris, Distributed Systems, Data Warehousing, Architectures, Data Modeling, Architecture
Education
Kean University 1981 — 1985
BS, Mathematics, Computer Science
UBS Wealth Management Americas May 2011 - Present
Web Forged Software July 1997 - May 2011
Sun Microsystems November 1996 - July 1997
Merrill Lynch July 1993 - November 1996
Bear Stearns 1991 - 1995
AT&T June 1985 - June 1990
Skills
Requirements Analysis, Oracle, Enterprise Architecture, IT Strategy, Programming, Trading Systems, C, Financial Services, Cloud Computing, Integration, SOA, Equities, Unix, Program Management, Fixed Income, Java, Linux, Software Development, SDLC, TCP/IP, Business Analysis, XML, SQL, Unix Operating Systems, C++ Language, Business Intelligence, Electronic Trading, Software Project..., Solution Architecture, Solaris, Distributed Systems, Data Warehousing, Architectures, Data Modeling, Architecture
Education
Kean University 1981 — 1985
BS, Mathematics, Computer Science
Nan Pozios's Bear Stearns Experience March 2006 - November 2008
Job ..
Industry Financial Services
Experience
Bear Stearns March 2006 - November 2008
Career Education Corporation July 2003 - February 2005
Bear Stearns July 2001 - June 2003
Christie's Fine Art Auctioneers December 1998 - January 1999
Education
Kenyon College 1999 — 2001
BA, Art History & Economics
The University of Chicago 1999 — 2001
AB, Economics
Bear Stearns March 2006 - November 2008
Career Education Corporation July 2003 - February 2005
Bear Stearns July 2001 - June 2003
Christie's Fine Art Auctioneers December 1998 - January 1999
Education
Kenyon College 1999 — 2001
BA, Art History & Economics
The University of Chicago 1999 — 2001
AB, Economics
Andy Ughetta's Bear Stearns Experience February 2004 - March 2007
Job Client Service Associate at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac January 2015 - Present
Envestnet Tamarac March 2014 - January 2015
FBR Capital Markets August 2011 - August 2013
J.P. Morgan March 2010 - August 2011
BMO Capital Markets July 2009 - March 2010
Friedman Billings Ramsey September 2007 - November 2008
MF Global April 2007 - July 2007
Bear Stearns February 2004 - March 2007
Skills
Options, Trading, Investments, Equities, Investment Banking, Middle Office, Fixed Income
Education
Ithaca College 1998 — 2002
Ithaca College
Bachelor of Arts degree, Sociology
Envestnet Tamarac January 2015 - Present
Envestnet Tamarac March 2014 - January 2015
FBR Capital Markets August 2011 - August 2013
J.P. Morgan March 2010 - August 2011
BMO Capital Markets July 2009 - March 2010
Friedman Billings Ramsey September 2007 - November 2008
MF Global April 2007 - July 2007
Bear Stearns February 2004 - March 2007
Skills
Options, Trading, Investments, Equities, Investment Banking, Middle Office, Fixed Income
Education
Ithaca College 1998 — 2002
Ithaca College
Bachelor of Arts degree, Sociology
Daniel Bassiri's Bear Stearns Experience September 2007 - March 2008
Job Vice President, Global Technology, JPMorgan Chase
Industry Investment Banking
Experience
JP Morgan March 2008 - Present
Bear Stearns September 2007 - March 2008
ACI Worldwide January 2004 - September 2007
S2 Systems 2004 - 2005
S2 Systems 2004 - 2005
Rochford Thompson October 2000 - November 2001
Education
King's College London 2002 — 2003
MSc, Advanced Software Engineering
University of Westminster 1998 — 2000
BSc (Hons) 2:1, Software Engineering
JP Morgan March 2008 - Present
Bear Stearns September 2007 - March 2008
ACI Worldwide January 2004 - September 2007
S2 Systems 2004 - 2005
S2 Systems 2004 - 2005
Rochford Thompson October 2000 - November 2001
Education
King's College London 2002 — 2003
MSc, Advanced Software Engineering
University of Westminster 1998 — 2000
BSc (Hons) 2:1, Software Engineering
Joseph Sinclair's Bear Stearns Experience 2004 - 2007
Job Assistant Treasurer at Tribune Media
Industry Financial Services
Experience
Tribune Media May 2008 - Present
Lehman Brothers January 2007 - February 2008
Bear Stearns 2004 - 2007
KPMG 2003 - 2004
Skills
Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity, Accounting, Business Valuation, Treasury Management, international treasury, cash management, Capital Markets, Covenant Compliance, Debt & Equity Financing, Financial Accounting, Financial Statements, Budgeting, CPA, Big 4, GAAP, Corporate FP&A, Liquidity Management, Leveraged Finance
Education
Indiana University - Kelley School of Business 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (BS), Accounting
Tribune Media May 2008 - Present
Lehman Brothers January 2007 - February 2008
Bear Stearns 2004 - 2007
KPMG 2003 - 2004
Skills
Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity, Accounting, Business Valuation, Treasury Management, international treasury, cash management, Capital Markets, Covenant Compliance, Debt & Equity Financing, Financial Accounting, Financial Statements, Budgeting, CPA, Big 4, GAAP, Corporate FP&A, Liquidity Management, Leveraged Finance
Education
Indiana University - Kelley School of Business 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (BS), Accounting
Fred Ling's Bear Stearns Experience 2004 - 2007
Job CTO at Victory Networks/Sailfish Systems
Industry Financial Services
Experience
Victory Networks/Sailfish Systems 2010 - Present
Highbridge Capital Management 2007 - 2010
Bear Stearns 2004 - 2007
Skills
Market Data, Disaster Recovery, Trading Systems, Data Center, Cisco Technologies, Routing, Electronic Trading
Education
Kettering University 1994 — 1996
Master's degree, Computer Science and Electrical Engineering
Victory Networks/Sailfish Systems 2010 - Present
Highbridge Capital Management 2007 - 2010
Bear Stearns 2004 - 2007
Skills
Market Data, Disaster Recovery, Trading Systems, Data Center, Cisco Technologies, Routing, Electronic Trading
Education
Kettering University 1994 — 1996
Master's degree, Computer Science and Electrical Engineering
Mike Asheroff's Bear Stearns Experience March 2000 - August 2002
Job Real Estate Portfolio Manager at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank May 2011 - August 2015
SunTrust Bank March 2008 - May 2011
SunTrust Robinson Humphrey August 2007 - March 2008
SunTrust Bank February 2006 - August 2007
PB Capital November 2003 - January 2006
Bear Stearns March 2000 - August 2002
NationsBank/Bank of America February 1998 - February 2000
Skills
Asset Management, Commercial Lending, Commercial Real Estate, Credit, Credit Management, Investments, Portfolio Management, Real Estate, Financial Analysis, Loans, Management, Underwriting, REO
Education
James Madison University 1994 — 1997
BBA, Finance
Wells Fargo Bank May 2011 - August 2015
SunTrust Bank March 2008 - May 2011
SunTrust Robinson Humphrey August 2007 - March 2008
SunTrust Bank February 2006 - August 2007
PB Capital November 2003 - January 2006
Bear Stearns March 2000 - August 2002
NationsBank/Bank of America February 1998 - February 2000
Skills
Asset Management, Commercial Lending, Commercial Real Estate, Credit, Credit Management, Investments, Portfolio Management, Real Estate, Financial Analysis, Loans, Management, Underwriting, REO
Education
James Madison University 1994 — 1997
BBA, Finance
Gregory Pike's Bear Stearns Experience January 2006 - November 2007
Job Operations Manager at Julien Farel Group
Industry Financial Services
Experience
Julien Farel Group November 2014 - Present
Independent Consultant April 2013 - Present
Merrill Lynch June 2012 - April 2013
MetLife Investors December 2011 - March 2012
Harrington Capital Management LLC April 2011 - August 2011
Morgan Stanley Smith Barney November 2007 - April 2011
Bear Stearns January 2006 - November 2007
Reebok Sports Club 1996 - 2007
Cantor Fitzgerald August 2005 - January 2006
Skills
Valuation, Finance, Investments, Hedge Funds, Portfolio Management, Venture Capital, Investment Strategies, Retirement Planning, Financial Advisory, Private Equity, Equities, Series 63, Series 7, Strategic Planning, High Net Worth..., Asset Management, Financial Modeling, Investment Banking, Alternative Investments, Strategic Financial..., Fixed Income, Asset Allocation, Capital Markets, Investment Advisory, Securities, Mutual Funds, Wealth Management, New Business Development, Financial Analysis, Financial Planning
Education
Ithaca College
Bachelor's of Science
Julien Farel Group November 2014 - Present
Independent Consultant April 2013 - Present
Merrill Lynch June 2012 - April 2013
MetLife Investors December 2011 - March 2012
Harrington Capital Management LLC April 2011 - August 2011
Morgan Stanley Smith Barney November 2007 - April 2011
Bear Stearns January 2006 - November 2007
Reebok Sports Club 1996 - 2007
Cantor Fitzgerald August 2005 - January 2006
Skills
Valuation, Finance, Investments, Hedge Funds, Portfolio Management, Venture Capital, Investment Strategies, Retirement Planning, Financial Advisory, Private Equity, Equities, Series 63, Series 7, Strategic Planning, High Net Worth..., Asset Management, Financial Modeling, Investment Banking, Alternative Investments, Strategic Financial..., Fixed Income, Asset Allocation, Capital Markets, Investment Advisory, Securities, Mutual Funds, Wealth Management, New Business Development, Financial Analysis, Financial Planning
Education
Ithaca College
Bachelor's of Science
Jennie Richey's Bear Stearns Experience June 2007 - June 2008
Job Vice President at Jefferies LLC
Industry Banking
Experience
Jefferies LLC November 2013 - June 2015
Jefferies & Company April 2009 - November 2013
Bear Stearns June 2007 - June 2008
Skills
Financial Modeling, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
MPA, Accounting- PPA
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Business Honors, Finance, Accounting
Kanda University of International Studies
Jefferies LLC November 2013 - June 2015
Jefferies & Company April 2009 - November 2013
Bear Stearns June 2007 - June 2008
Skills
Financial Modeling, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
MPA, Accounting- PPA
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Business Honors, Finance, Accounting
Kanda University of International Studies
James Sapanski's Bear Stearns Experience July 2007 - June 2008
Job Research Associate at Dahlman Rose & Co.
Industry Financial Services
Experience
Scoria Capital Partners, LP August 2013 - Present
Diamondback Capital October 2009 - December 2012
Dahlman Rose & Co. June 2008 - October 2009
Bear Stearns July 2007 - June 2008
Education
Kenyon College 2003 — 2007
Scoria Capital Partners, LP August 2013 - Present
Diamondback Capital October 2009 - December 2012
Dahlman Rose & Co. June 2008 - October 2009
Bear Stearns July 2007 - June 2008
Education
Kenyon College 2003 — 2007
Liz Gilligan's Bear Stearns Experience February 2002 - June 2008
Job Institutional Equity Sales at Bear Stearns
Industry Financial Services
Experience
JP Morgan June 2008 - August 2011
Bear Stearns February 2002 - June 2008
Skills
Series 7, Capital Markets, Equities
Education
Indiana University Bloomington 1993 — 1997
BS, Finance and Spanish
JP Morgan June 2008 - August 2011
Bear Stearns February 2002 - June 2008
Skills
Series 7, Capital Markets, Equities
Education
Indiana University Bloomington 1993 — 1997
BS, Finance and Spanish
Tom Cerverizzo's Bear Stearns Experience January 1992 - April 1994
Job Owner, Who Wants Coffee, LLC
Industry Restaurants
Experience
Who Wants Coffee, LLC January 2002 - Present
Tuchman Sports and Entertainment January 2001 - October 2001
New York Mets 1998 - 2000
Bear Stearns January 1992 - April 1994
Bear Stearns 1992 - 1994
Education
Susquehanna University 1986 — 1990
B.S., Business
International School of Brussels 1978 — 1982
Who Wants Coffee, LLC January 2002 - Present
Tuchman Sports and Entertainment January 2001 - October 2001
New York Mets 1998 - 2000
Bear Stearns January 1992 - April 1994
Bear Stearns 1992 - 1994
Education
Susquehanna University 1986 — 1990
B.S., Business
International School of Brussels 1978 — 1982
Karah Haghi's Bear Stearns Experience 2002 - 2004
Job Vice President of Acquisitions at Sterling Bay
Industry Real Estate
Experience
Sterling Bay Companies April 2014 - Present
Oxford Properties Group June 2012 - March 2014
The CIM Group June 2011 - August 2011
Loan Management Solutions February 2010 - August 2010
Broadway Partners August 2006 - October 2008
Goldman Sachs January 2004 - July 2006
Bear Stearns 2002 - 2004
Skills
Portfolio Management, Real Estate, Banking, Loans, Valuation, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Investment Banking, Investments, DCF, LBO, Bloomberg, Asset Managment, Capital Markets, Alternative Investments, Equities, Mergers, Equity Research
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Entrepreneurship
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance and Accounting
Blue Valley Northwest 1994 — 1998
Sterling Bay Companies April 2014 - Present
Oxford Properties Group June 2012 - March 2014
The CIM Group June 2011 - August 2011
Loan Management Solutions February 2010 - August 2010
Broadway Partners August 2006 - October 2008
Goldman Sachs January 2004 - July 2006
Bear Stearns 2002 - 2004
Skills
Portfolio Management, Real Estate, Banking, Loans, Valuation, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Investment Banking, Investments, DCF, LBO, Bloomberg, Asset Managment, Capital Markets, Alternative Investments, Equities, Mergers, Equity Research
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Entrepreneurship
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance and Accounting
Blue Valley Northwest 1994 — 1998
Mozelle Brick's Bear Stearns Experience February 2007 - July 2007
Job Driving the Cloud and Digital Revolution at IBM
Industry Information Technology and Services
Experience
IBM February 2014 - Present
Logomark October 2011 - February 2014
PT&C Forensic Consulting Services, P.A. May 2010 - August 2011
CartridgeSuperstore99 July 2009 - May 2010
Lincoln Capital Advisors June 2008 - July 2009
Countrywide July 2007 - February 2008
Bear Stearns February 2007 - July 2007
SunTrust Mortgage January 2004 - March 2007
Countrywide February 2000 - January 2004
Countrywide Mortgage 2001 - 2003
Skills
Leadership, Management, Account Management, Training, Marketing, New Business Development, Selling, Sales, Cross-functional Team..., Sales Operations, Sales Management, Strategic Planning, Negotiation, Budgets, Marketing Strategy, Customer Satisfaction, Insurance, Direct Sales, Business Development, Salesforce.com, Cloud Computing, Contract Negotiation, B2B, Sales Process, Team Building, CRM, Lead Generation, Customer Service, Networking, Cold Calling, Strategy, Marketing Communications, Advertising, Consulting, Solution Selling, Social Media Marketing, SaaS, Enterprise Software, Strategic Partnerships, Professional Services, Product Marketing
Education
Kennesaw State University 1991 — 1996
Stockbridge High School 1988 — 1991
Kennesaw State University - Michael J. Coles College of Business
Business, Management, Marketing, and Related Support Services, 3.60
IBM February 2014 - Present
Logomark October 2011 - February 2014
PT&C Forensic Consulting Services, P.A. May 2010 - August 2011
CartridgeSuperstore99 July 2009 - May 2010
Lincoln Capital Advisors June 2008 - July 2009
Countrywide July 2007 - February 2008
Bear Stearns February 2007 - July 2007
SunTrust Mortgage January 2004 - March 2007
Countrywide February 2000 - January 2004
Countrywide Mortgage 2001 - 2003
Skills
Leadership, Management, Account Management, Training, Marketing, New Business Development, Selling, Sales, Cross-functional Team..., Sales Operations, Sales Management, Strategic Planning, Negotiation, Budgets, Marketing Strategy, Customer Satisfaction, Insurance, Direct Sales, Business Development, Salesforce.com, Cloud Computing, Contract Negotiation, B2B, Sales Process, Team Building, CRM, Lead Generation, Customer Service, Networking, Cold Calling, Strategy, Marketing Communications, Advertising, Consulting, Solution Selling, Social Media Marketing, SaaS, Enterprise Software, Strategic Partnerships, Professional Services, Product Marketing
Education
Kennesaw State University 1991 — 1996
Stockbridge High School 1988 — 1991
Kennesaw State University - Michael J. Coles College of Business
Business, Management, Marketing, and Related Support Services, 3.60
Arfa Ahmed's Bear Stearns Experience March 2007 - June 2008
Job Senior Vice President at Daiwa Securities America Inc.
Industry Financial Services
Experience
Daiwa Securities America Inc. June 2008 - Present
Bear Stearns March 2007 - June 2008
ABN AMRO Bank N.V. 1997 - 2007
First Capital Securities Co, Ltd 1994 - 1995
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Equity Research, Alternative Investments, Bloomberg, Investment Banking, Asset Managment, Portfolio Management, Series 7, Valuation, Derivatives, Investment Strategies, Emerging Markets, Asset Management, Equity Derivatives
Education
University of North Carolina at Chapel Hill 1995 — 1997
MBA, Int'l Investment
Cadet College Hasanabdal
High School, Science
Karachi University
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, International Finance
Daiwa Securities America Inc. June 2008 - Present
Bear Stearns March 2007 - June 2008
ABN AMRO Bank N.V. 1997 - 2007
First Capital Securities Co, Ltd 1994 - 1995
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Equity Research, Alternative Investments, Bloomberg, Investment Banking, Asset Managment, Portfolio Management, Series 7, Valuation, Derivatives, Investment Strategies, Emerging Markets, Asset Management, Equity Derivatives
Education
University of North Carolina at Chapel Hill 1995 — 1997
MBA, Int'l Investment
Cadet College Hasanabdal
High School, Science
Karachi University
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, International Finance
John Micciolo's Bear Stearns Experience 2007 - 2008
Job VP Smart Order Routing and Infrastructure Support at Investment Technology Group (ITG)
Industry Information Technology and Services
Experience
ITG December 2008 - Present
JPMorgan Chase March 2008 - December 2008
Bear Stearns 2007 - 2008
Bear Stearns 2005 - 2007
Skills
Electronic Trading, Market Data, Business Analysis, Disaster Recovery, Equities, Equity Trading, Exchange Connectivity, Fixed Income, Infrastructure, Integration, Low Latency, Routing, Solaris, Trading, Trading Systems, Unix
Education
Pace University 2005 — 2006
MS, Information Systems
State University of New York at New Paltz 1995 — 1999
BS, Education
Kingsborough Community College 1993 — 1995
AAS, Data Processing
ITG December 2008 - Present
JPMorgan Chase March 2008 - December 2008
Bear Stearns 2007 - 2008
Bear Stearns 2005 - 2007
Skills
Electronic Trading, Market Data, Business Analysis, Disaster Recovery, Equities, Equity Trading, Exchange Connectivity, Fixed Income, Infrastructure, Integration, Low Latency, Routing, Solaris, Trading, Trading Systems, Unix
Education
Pace University 2005 — 2006
MS, Information Systems
State University of New York at New Paltz 1995 — 1999
BS, Education
Kingsborough Community College 1993 — 1995
AAS, Data Processing
Lynn Verrecchio's Bear Stearns Experience December 1989 - Present
Job Admin Assist at Bear Stearns
Industry Banking
Experience
Bear Stearns December 1989 - Present
Education
Kingsborough Community College 1990 — 1992
Bear Stearns December 1989 - Present
Education
Kingsborough Community College 1990 — 1992
Jeffrey Margolies's Bear Stearns Experience 1994 - 2008
Job Associate at JP Morgan Chase
Industry Financial Services
Larry Fields's Bear Stearns Experience 1985 - 2008
Job Managing Director at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management November 2008 - Present
Bear Stearns Asset Management January 1985 - October 2008
Bear Stearns 1985 - 2008
New York Life June 1969 - January 1985
Skills
Portfolio Management, Investments, Fixed Income, Management, Equities, Asset Management, Series 7, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1969 — 1976
mba, finance
The Ohio State University Fisher College of Business 1965 — 1969
BS, Accounting
Ithaca College 1964 — 1965
Accounting
Tocqueville Asset Management November 2008 - Present
Bear Stearns Asset Management January 1985 - October 2008
Bear Stearns 1985 - 2008
New York Life June 1969 - January 1985
Skills
Portfolio Management, Investments, Fixed Income, Management, Equities, Asset Management, Series 7, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1969 — 1976
mba, finance
The Ohio State University Fisher College of Business 1965 — 1969
BS, Accounting
Ithaca College 1964 — 1965
Accounting
Andrea Talley's Bear Stearns Experience 1999 - 2003
Job Director of Marketing at Sunridge Capital Advisors
Industry Investment Management
Experience
Sunridge Capital Advisors January 2010 - August 2010
Akana Capital Management April 2006 - December 2009
Goldmark Advisors 2003 - 2006
Bear Stearns 1999 - 2003
Education
Indiana University Bloomington 1990 — 1994
B.S., Finance
Sunridge Capital Advisors January 2010 - August 2010
Akana Capital Management April 2006 - December 2009
Goldmark Advisors 2003 - 2006
Bear Stearns 1999 - 2003
Education
Indiana University Bloomington 1990 — 1994
B.S., Finance
Peter Mahoney's Bear Stearns Experience 1987 - October 2008
Job Senior Portfolio Manager at Logan Circle Partners LLC
Industry Investment Management
Experience
Logan Circle Partners LLC November 2008 - Present
Bear Stearns Asset Management July 1987 - October 2008
Bear Stearns 1987 - October 2008
Bear Stearns, a JP Morgan Company 2008 - 2008
Bear Stearns, a Division of JP Morgan 1987 - 2008
Manhattan Life Insurance Co. 1983 - 1987
Education
Indiana University - Kelley School of Business 1969 — 1973
BS, Finance
Logan Circle Partners LLC November 2008 - Present
Bear Stearns Asset Management July 1987 - October 2008
Bear Stearns 1987 - October 2008
Bear Stearns, a JP Morgan Company 2008 - 2008
Bear Stearns, a Division of JP Morgan 1987 - 2008
Manhattan Life Insurance Co. 1983 - 1987
Education
Indiana University - Kelley School of Business 1969 — 1973
BS, Finance
Marcus Ricciani's Bear Stearns Experience 2001 - 2008
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital January 2012 - Present
Bear Stearns 2001 - 2008
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA
Stetson University 1991 — 1995
BBA, Business/Finance
Barclays Capital January 2012 - Present
Bear Stearns 2001 - 2008
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA
Stetson University 1991 — 1995
BBA, Business/Finance
Andrew Peine's Bear Stearns Experience January 2008 - May 2008
Job Vice President, MISO Power Trader
Industry Financial Services
Experience
J.P. Morgan 2011 - Present
J.P. Morgan 2010 - 2011
J.P. Morgan January 2008 - 2009
Bear Stearns January 2008 - May 2008
BHP Billiton March 2006 - January 2008
ConocoPhillips June 2002 - March 2006
Skills
Risk Management, Financial Modeling, Visio, Strategy
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance and Management
Kansas State University 1997 — 2002
BS in Business Administration, Finance
J.P. Morgan 2011 - Present
J.P. Morgan 2010 - 2011
J.P. Morgan January 2008 - 2009
Bear Stearns January 2008 - May 2008
BHP Billiton March 2006 - January 2008
ConocoPhillips June 2002 - March 2006
Skills
Risk Management, Financial Modeling, Visio, Strategy
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance and Management
Kansas State University 1997 — 2002
BS in Business Administration, Finance
Sophia Gilbert's Bear Stearns Experience March 2004 - June 2008
Job Artist
Industry Media Production
Experience
National Association of Insurance Commissioners June 2008 - October 2013
Bear Stearns March 2004 - June 2008
Skills
Adobe Creative Suite, Film, Final Cut Pro, Editing, Copywriting, Non-profits, Nonprofits, Photography, Photoshop, Social Media
Education
Jewish Theological Seminary of America
Artist in Residence, Visual Art
School of Visual Arts 2010 — 2011
MPS, Live Action Short Film
University of Wisconsin-Stevens Point 1996 — 2000
BA, Theatre
National Association of Insurance Commissioners June 2008 - October 2013
Bear Stearns March 2004 - June 2008
Skills
Adobe Creative Suite, Film, Final Cut Pro, Editing, Copywriting, Non-profits, Nonprofits, Photography, Photoshop, Social Media
Education
Jewish Theological Seminary of America
Artist in Residence, Visual Art
School of Visual Arts 2010 — 2011
MPS, Live Action Short Film
University of Wisconsin-Stevens Point 1996 — 2000
BA, Theatre
Darrell Wolff's Bear Stearns Experience 2004 - 2008
Job Associate
Industry Executive Office
Experience
Ernst & Young November 2012 - Present
Christine Valmy International Beauty School February 2009 - 2010
Darrell Kate 2000 - 2010
Bear Stearns 2004 - 2008
Education
Indiana University Bloomington 1995 — 1999
B.S., Education
Ernst & Young November 2012 - Present
Christine Valmy International Beauty School February 2009 - 2010
Darrell Kate 2000 - 2010
Bear Stearns 2004 - 2008
Education
Indiana University Bloomington 1995 — 1999
B.S., Education
Kate Lynch's Bear Stearns Experience February 2005 - January 2008
Job Director, Investment Banking, at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners October 2013 - Present
Houlihan Lokey August 2012 - October 2013
Patriot Financial Partners April 2011 - June 2012
Lone Star Funds U.S. Acquisitions February 2008 - April 2011
Bear Stearns February 2005 - January 2008
Deutsche Bank April 2004 - February 2005
National City Bank June 2002 - April 2004
Brown Gibbons Lang & Company June 2001 - September 2001
Columbus CEO Magazine July 1998 - July 2000
Skills
Private Equity, Community Banking, Writing, Banking, Acquisitions, Capital Markets
Education
The Ohio State University Fisher College of Business 2000 — 2002
MBA, Finance
John Carroll University 1995 — 1998
BA, English, Math
Performance Trust Capital Partners October 2013 - Present
Houlihan Lokey August 2012 - October 2013
Patriot Financial Partners April 2011 - June 2012
Lone Star Funds U.S. Acquisitions February 2008 - April 2011
Bear Stearns February 2005 - January 2008
Deutsche Bank April 2004 - February 2005
National City Bank June 2002 - April 2004
Brown Gibbons Lang & Company June 2001 - September 2001
Columbus CEO Magazine July 1998 - July 2000
Skills
Private Equity, Community Banking, Writing, Banking, Acquisitions, Capital Markets
Education
The Ohio State University Fisher College of Business 2000 — 2002
MBA, Finance
John Carroll University 1995 — 1998
BA, English, Math
Mukesh Kanda, PMP's Bear Stearns Experience August 2006 - April 2008
Job Director at bank of america
Industry Financial Services
Experience
bank of america February 2010 - Present
Credit Suisse April 2008 - January 2010
Bear Stearns August 2006 - April 2008
Bank of America August 2004 - August 2006
New York Stock Exchange September 2001 - August 2004
JPMorgan Chase & Co. March 2000 - August 2001
Novasoft Information Technology Corp. 1996 - 2001
Education
Jiwaji University 1991 — 1994
Master's Degree, Computer Science
Kendriya Vidyalaya
bank of america February 2010 - Present
Credit Suisse April 2008 - January 2010
Bear Stearns August 2006 - April 2008
Bank of America August 2004 - August 2006
New York Stock Exchange September 2001 - August 2004
JPMorgan Chase & Co. March 2000 - August 2001
Novasoft Information Technology Corp. 1996 - 2001
Education
Jiwaji University 1991 — 1994
Master's Degree, Computer Science
Kendriya Vidyalaya
Timothy Reimink's Bear Stearns Experience 2004 - 2008
Job Senior VP at Bastion Management LLC
Industry Banking
Experience
Bastion Management LLC January 2013 - Present
Grupo Salinas Investments March 2009 - December 2012
Bear Stearns 2004 - 2008
PwC 2003 - 2004
Indiana Daily Student 2001 - 2003
Skills
Hedge Funds, Financial Modeling, Capital Markets, Investment Banking, Private Equity, Equities, Alternative Investments, Valuation, Due Diligence, Corporate Finance, Management, Finance, Investments, Financial Analysis
Education
Indiana University - Kelley School of Business 2002 — 2003
MBA, Finance
Indiana University Bloomington 1998 — 2002
B.S., Accounting
Bastion Management LLC January 2013 - Present
Grupo Salinas Investments March 2009 - December 2012
Bear Stearns 2004 - 2008
PwC 2003 - 2004
Indiana Daily Student 2001 - 2003
Skills
Hedge Funds, Financial Modeling, Capital Markets, Investment Banking, Private Equity, Equities, Alternative Investments, Valuation, Due Diligence, Corporate Finance, Management, Finance, Investments, Financial Analysis
Education
Indiana University - Kelley School of Business 2002 — 2003
MBA, Finance
Indiana University Bloomington 1998 — 2002
B.S., Accounting
Vamshi Tadisina's Bear Stearns Experience October 1999 - April 2007
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America May 2010 - Present
NYC Department of Correction February 2009 - May 2010
HarryFox Agency April 2007 - December 2008
Bear Stearns October 1999 - April 2007
Skills
DB2, Data Warehousing, Performance Tuning, SQL, Database Administration, Databases
Education
Kakatiya University 1989 — 1993
Bachelor of Technology, Electronics and Instrumentation Engineering
Bank of America May 2010 - Present
NYC Department of Correction February 2009 - May 2010
HarryFox Agency April 2007 - December 2008
Bear Stearns October 1999 - April 2007
Skills
DB2, Data Warehousing, Performance Tuning, SQL, Database Administration, Databases
Education
Kakatiya University 1989 — 1993
Bachelor of Technology, Electronics and Instrumentation Engineering
Jordan Cahn's Bear Stearns Experience April 1999 - May 2000
Job Managing Director at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald June 2013 - Present
UBS Securities Co., Ltd July 2011 - December 2012
Morgan Stanley May 2000 - July 2011
Bear Stearns April 1999 - May 2000
JPMorgan Chase March 1996 - April 1999
Libra Investments February 1995 - March 1996
Berlack, Israels & Liberman August 1992 - February 1995
Mayer Brown September 1989 - September 1992
Skills
Hedge Funds, Fixed Income, Credit, Syndications, Capital Markets, High Yield, Long/Short Debt & Equity, Alternative Investments, Global Macro, Investment Strategies, Short Sales, Special Situations, Leveraged Finance, Municipal Bonds, CLO, Credit Derivatives, CDS, Derivatives, Structured Finance, Index Arbitrage, Sovereign Debt, Convertible Arbitrage, Market Analysis, Financial Statement..., Chapter 11, Debt Restructuring, Corporate Finance, Legal Research, Legal Issues, Legal Advice, Legal Real Estate..., Legal Leveraged Lending, Bonds
Education
Indiana University School of Law—Bloomington 1986 — 1989
JD, Law
Syracuse University - Maxwell School of Citizenship and Public Affairs 1981 — 1985
Bachelor's degree, International Relations and Affairs
Cantor Fitzgerald June 2013 - Present
UBS Securities Co., Ltd July 2011 - December 2012
Morgan Stanley May 2000 - July 2011
Bear Stearns April 1999 - May 2000
JPMorgan Chase March 1996 - April 1999
Libra Investments February 1995 - March 1996
Berlack, Israels & Liberman August 1992 - February 1995
Mayer Brown September 1989 - September 1992
Skills
Hedge Funds, Fixed Income, Credit, Syndications, Capital Markets, High Yield, Long/Short Debt & Equity, Alternative Investments, Global Macro, Investment Strategies, Short Sales, Special Situations, Leveraged Finance, Municipal Bonds, CLO, Credit Derivatives, CDS, Derivatives, Structured Finance, Index Arbitrage, Sovereign Debt, Convertible Arbitrage, Market Analysis, Financial Statement..., Chapter 11, Debt Restructuring, Corporate Finance, Legal Research, Legal Issues, Legal Advice, Legal Real Estate..., Legal Leveraged Lending, Bonds
Education
Indiana University School of Law—Bloomington 1986 — 1989
JD, Law
Syracuse University - Maxwell School of Citizenship and Public Affairs 1981 — 1985
Bachelor's degree, International Relations and Affairs
Leon Revich's Bear Stearns Experience July 2007 - July 2008
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company January 2014 - Present
Moelis & Company July 2010 - December 2013
Moelis & Company June 2008 - June 2010
Bear Stearns July 2007 - July 2008
Skills
Valuation, Financial Analysis, Financial Modeling, Restructuring, Mergers & Acquisitions, Capital Markets, Capital Raising, Corporate Finance, Corporate Development, Investment Banking, DCF Valuation, Private Placements, Due Diligence, LBO, Bloomberg, Finance, Private Equity
Education
Indiana University - Kelley School of Business 2003 — 2007
Indiana University Bloomington 2003 — 2007
B.S., Finance, International Business
Moelis & Company January 2014 - Present
Moelis & Company July 2010 - December 2013
Moelis & Company June 2008 - June 2010
Bear Stearns July 2007 - July 2008
Skills
Valuation, Financial Analysis, Financial Modeling, Restructuring, Mergers & Acquisitions, Capital Markets, Capital Raising, Corporate Finance, Corporate Development, Investment Banking, DCF Valuation, Private Placements, Due Diligence, LBO, Bloomberg, Finance, Private Equity
Education
Indiana University - Kelley School of Business 2003 — 2007
Indiana University Bloomington 2003 — 2007
B.S., Finance, International Business
Doug Bolton's Bear Stearns Experience June 2002 - June 2004
Job Principal at Ares Management
Industry Financial Services
Experience
Ares Management June 2010 - Present
Bain & Company June 2009 - August 2009
Wind Point Partners August 2005 - April 2008
Goldman Sachs June 2004 - July 2005
Bear Stearns June 2002 - June 2004
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Indiana University Bloomington 1998 — 2002
BS in Business, Accounting & Finance
Ares Management June 2010 - Present
Bain & Company June 2009 - August 2009
Wind Point Partners August 2005 - April 2008
Goldman Sachs June 2004 - July 2005
Bear Stearns June 2002 - June 2004
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Indiana University Bloomington 1998 — 2002
BS in Business, Accounting & Finance
Sebastian Somen's Bear Stearns Experience July 2007 - June 2008
Job Vice President at Allen & Company
Industry Investment Banking
Experience
Allen & Company LLC July 2008 - Present
Bear Stearns July 2007 - June 2008
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance / Mathematics
Allen & Company LLC July 2008 - Present
Bear Stearns July 2007 - June 2008
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance / Mathematics
Steve Kravitz's Bear Stearns Experience December 1990 - May 2008
Job System Analyst / Infrastructure Architect / Project Manager / Senior Linux System Administrator at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan May 2008 - Present
Bear Stearns December 1990 - May 2008
Bear Stearns January 1990 - January 2008
Pacord Electronics February 1986 - December 1990
Ocean Electronics February 1983 - February 1986
Radar/Communications February 1977 - February 1983
Skills
VMware, System Administration, Unix, Solaris, Servers, Red Hat Linux, Linux, DNS, TCP/IP, Operating Systems, HP-UX, Cluster, Vendor Management, NetBackup, Infrastructure, Networking, Testing
Education
Kingsborough Community College 1986 — 1988
Associate, Computer Science
U.S Navy Speciality Schools 1977 — 1983
Certified Technician Radar and Comminication, Electronics Radar
J.P. Morgan May 2008 - Present
Bear Stearns December 1990 - May 2008
Bear Stearns January 1990 - January 2008
Pacord Electronics February 1986 - December 1990
Ocean Electronics February 1983 - February 1986
Radar/Communications February 1977 - February 1983
Skills
VMware, System Administration, Unix, Solaris, Servers, Red Hat Linux, Linux, DNS, TCP/IP, Operating Systems, HP-UX, Cluster, Vendor Management, NetBackup, Infrastructure, Networking, Testing
Education
Kingsborough Community College 1986 — 1988
Associate, Computer Science
U.S Navy Speciality Schools 1977 — 1983
Certified Technician Radar and Comminication, Electronics Radar
Michelle Bacal's Bear Stearns Experience April 2007 - July 2009
Job Executive Director at Nomura Securities
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
Nomura Securities July 2009 - February 2015
Bear Stearns April 2007 - July 2009
Bank of America April 2001 - March 2007
JP Morgan August 1989 - April 2001
Skills
Equity Derivatives, Equities, Fixed Income, Middle Office, FX, Derivatives, Electronic Trading, Series 7, Capital Markets, Options, Financial Services, Bloomberg, Credit Derivatives, FX Options, Hedge Funds, Investment Banking, Prime Brokerage, Product Control, Securities, Swaps, Trading, Trading Systems
Education
Ithaca College 1985 — 1989
BS, Business - Finance
Deutsche Bank June 2015 - Present
Nomura Securities July 2009 - February 2015
Bear Stearns April 2007 - July 2009
Bank of America April 2001 - March 2007
JP Morgan August 1989 - April 2001
Skills
Equity Derivatives, Equities, Fixed Income, Middle Office, FX, Derivatives, Electronic Trading, Series 7, Capital Markets, Options, Financial Services, Bloomberg, Credit Derivatives, FX Options, Hedge Funds, Investment Banking, Prime Brokerage, Product Control, Securities, Swaps, Trading, Trading Systems
Education
Ithaca College 1985 — 1989
BS, Business - Finance
Maureen Shanz Pappas's Bear Stearns Experience 1989 - 1998
Job Accountant at BenzelBusch Mercedes
Industry Automotive
Experience
Benzel-Busch Mercedes Associate DirectorBear StearnsAugust 1989 - October 1998
Bear Stearns 1989 - 1998
Education
Iona College 1985 — 1989
BBA, Accounting
Benzel-Busch Mercedes Associate DirectorBear StearnsAugust 1989 - October 1998
Bear Stearns 1989 - 1998
Education
Iona College 1985 — 1989
BBA, Accounting
Tony Hopkins's Bear Stearns Experience June 2003 - May 2008
Job Partner at Arroyo Energy Investment Partners LLC
Industry Banking
Experience
Arroyo Energy Investment Partners LLC April 2015 - Present
JP Morgan June 2008 - March 2015
Bear Stearns June 2003 - May 2008
El Paso 1999 - 2003
Skills
Deal Origination, Financial Structuring, Structured Finance, Hedging, Commodity Markets, Structured Products, Derivatives, Commodity, Investment Banking, Divestitures, Capital Markets, Valuation, Private Equity, Loan Origination, Trading, Project Finance, Equities, Financial Modeling, Corporate Finance, Due Diligence, Hedge Funds, Leveraged Finance, IPO, Emerging Markets, Alternative Investments, LBO, Private Placements
Education
Jones Graduate School of Business, Rice University 1997 — 1999
MBA, Finance & Entrepreneurship
Lamar University 1994 — 1997
BBA, Finance
Arroyo Energy Investment Partners LLC April 2015 - Present
JP Morgan June 2008 - March 2015
Bear Stearns June 2003 - May 2008
El Paso 1999 - 2003
Skills
Deal Origination, Financial Structuring, Structured Finance, Hedging, Commodity Markets, Structured Products, Derivatives, Commodity, Investment Banking, Divestitures, Capital Markets, Valuation, Private Equity, Loan Origination, Trading, Project Finance, Equities, Financial Modeling, Corporate Finance, Due Diligence, Hedge Funds, Leveraged Finance, IPO, Emerging Markets, Alternative Investments, LBO, Private Placements
Education
Jones Graduate School of Business, Rice University 1997 — 1999
MBA, Finance & Entrepreneurship
Lamar University 1994 — 1997
BBA, Finance
Marvin Sun's Bear Stearns Experience August 1999 - February 2005
Job Managing Director at Frasca & Associates
Industry Financial Services
Experience
Frasca & Associates January 2009 - Present
Merrill Lynch February 2005 - October 2008
Bear Stearns August 1999 - February 2005
US Department of Defense, Office of the Inspector General October 1994 - July 1997
Smith, Bucklin & Associates October 1993 - October 1994
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
James Madison University 1989 — 1993
BBA
Frasca & Associates January 2009 - Present
Merrill Lynch February 2005 - October 2008
Bear Stearns August 1999 - February 2005
US Department of Defense, Office of the Inspector General October 1994 - July 1997
Smith, Bucklin & Associates October 1993 - October 1994
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
James Madison University 1989 — 1993
BBA
Kay Booth's Bear Stearns Experience January 1995 - March 2008
Job Board Director/Trustee at Prudential Insurance Funds
Industry Venture Capital & Private Equity
Experience
Prudential Insurance Funds January 2013 - Present
Finanical Accounting Standards Advisory Council (FASAC) January 2012 - Present
Trinity Private Equity Group June 2011 - Present
Golden Seeds Fund LP December 2010 - Present
Cappello Waterfield & Co., LLC January 2012 - May 2014
J.P. Morgan June 2008 - January 2009
JPMorgan 2008 - 2009
JP Morgan 2008 - 2009
Bear Stearns January 1995 - March 2008
Bear Stearns January 1995 - January 2008
Skills
Strong executive..., creating a vision, initiating tasks, Private Equity, Financial Risk, Investment Banking, Goal Setting, Vision, Mergers, Strategy, Investment Management, Due Diligence, Equities, Securities, Equity Research, Mergers & Acquisitions, Executive Management, Emerging Markets, Hedge Funds, Venture Capital, Portfolio Management
Education
Indiana University Bloomington 1968 — 1972
BA, Fine Arts
Prudential Insurance Funds January 2013 - Present
Finanical Accounting Standards Advisory Council (FASAC) January 2012 - Present
Trinity Private Equity Group June 2011 - Present
Golden Seeds Fund LP December 2010 - Present
Cappello Waterfield & Co., LLC January 2012 - May 2014
J.P. Morgan June 2008 - January 2009
JPMorgan 2008 - 2009
JP Morgan 2008 - 2009
Bear Stearns January 1995 - March 2008
Bear Stearns January 1995 - January 2008
Skills
Strong executive..., creating a vision, initiating tasks, Private Equity, Financial Risk, Investment Banking, Goal Setting, Vision, Mergers, Strategy, Investment Management, Due Diligence, Equities, Securities, Equity Research, Mergers & Acquisitions, Executive Management, Emerging Markets, Hedge Funds, Venture Capital, Portfolio Management
Education
Indiana University Bloomington 1968 — 1972
BA, Fine Arts
Larry Edelstein's Bear Stearns Experience August 2000 - March 2008
Job Associate at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan March 2008 - Present
Bear Stearns August 2000 - March 2008
Sybase November 1994 - August 2000
IBM February 1982 - November 1994
Education
New York University - Polytechnic School of Engineering 1981 — 1982
MSEE, Electrophysics
ITMO University 1972 — 1978
Engineering, Quantum Electronics
JP Morgan March 2008 - Present
Bear Stearns August 2000 - March 2008
Sybase November 1994 - August 2000
IBM February 1982 - November 1994
Education
New York University - Polytechnic School of Engineering 1981 — 1982
MSEE, Electrophysics
ITMO University 1972 — 1978
Engineering, Quantum Electronics
Steven Michaels's Bear Stearns Experience March 1990 - August 1990
Job Managing Director & High Yield Portfolio Manager at First Western Capital Management
Industry Investment Management
Experience
First Western Capital Management June 2008 - Present
Financial Management Advisors February 1996 - May 2008
Schroder Wertheim Invesment Services January 1994 - January 1996
Wertheim Schroder Invesment Services June 1991 - January 1994
Bear Stearns March 1990 - August 1990
Shearson Lehman Hutton August 1988 - February 1990
Skills
Portfolio Management, Investments, Asset Management, Hedge Funds, Leveraged Finance, High Yield, Credit, Asset Managment, Equities, Financial Analysis, Capital Markets, Bloomberg, Fixed Income, Securities, Asset Allocation, Alternative Investments, Financial Modeling
Education
University of Southern California - Marshall School of Business 1990 — 1992
MBA, Finance & Consulting
Jacksonville University 1984 — 1988
Bachelor of Science, Economics & Finance
First Western Capital Management June 2008 - Present
Financial Management Advisors February 1996 - May 2008
Schroder Wertheim Invesment Services January 1994 - January 1996
Wertheim Schroder Invesment Services June 1991 - January 1994
Bear Stearns March 1990 - August 1990
Shearson Lehman Hutton August 1988 - February 1990
Skills
Portfolio Management, Investments, Asset Management, Hedge Funds, Leveraged Finance, High Yield, Credit, Asset Managment, Equities, Financial Analysis, Capital Markets, Bloomberg, Fixed Income, Securities, Asset Allocation, Alternative Investments, Financial Modeling
Education
University of Southern California - Marshall School of Business 1990 — 1992
MBA, Finance & Consulting
Jacksonville University 1984 — 1988
Bachelor of Science, Economics & Finance
Michael Kratt's Bear Stearns Experience 1999 - 2003
Job Warehouse Manager at Frank Parsons Inc.
Industry Warehousing
Experience
Frank Parsons Inc 2006 - Present
Bear Stearns 1999 - 2003
Professional Mailing Services 1995 - 1999
Skills
Budgets, Purchasing, Negotiation, Process Improvement, Outlook, Event Planning, Customer Satisfaction, Team Building, Contract Negotiation, Forecasting, Logistics
Education
Kean University 1987 — 1991
Parsippany Hills High School 1983 — 1987
Frank Parsons Inc 2006 - Present
Bear Stearns 1999 - 2003
Professional Mailing Services 1995 - 1999
Skills
Budgets, Purchasing, Negotiation, Process Improvement, Outlook, Event Planning, Customer Satisfaction, Team Building, Contract Negotiation, Forecasting, Logistics
Education
Kean University 1987 — 1991
Parsippany Hills High School 1983 — 1987
Rich Consolazio's Bear Stearns Experience August 1998 - May 2008
Job Associate at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan May 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns August 1998 - May 2008
National Discount Brokers April 1998 - August 1998
Coutts Bank June 1996 - April 1998
Fleet Bank (formely National Westminster Bank) January 1996 - June 1996
National Westminster Bank November 1987 - January 1996
Merrill Lynch July 1985 - November 1987
Skills
Avaya, Market Data, Networking, Data Center, Unified Communications, Vendor Management, Infrastructure, Cisco Technologies, ITIL, Business Continuity, IT Strategy, SDLC
Education
Kingsborough Community College 1980 — 1982
JP Morgan May 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns August 1998 - May 2008
National Discount Brokers April 1998 - August 1998
Coutts Bank June 1996 - April 1998
Fleet Bank (formely National Westminster Bank) January 1996 - June 1996
National Westminster Bank November 1987 - January 1996
Merrill Lynch July 1985 - November 1987
Skills
Avaya, Market Data, Networking, Data Center, Unified Communications, Vendor Management, Infrastructure, Cisco Technologies, ITIL, Business Continuity, IT Strategy, SDLC
Education
Kingsborough Community College 1980 — 1982
Anjaneyulu Sadineni's Bear Stearns Experience July 2004 - December 2004
Job Engineer IV at VeriSign
Industry Computer Software
Experience
VeriSign July 2009 - Present
NYK Line December 2006 - July 2009
NYC Department of Probation December 2004 - November 2006
Bear Stearns July 2004 - December 2004
CMC Ltd August 1999 - June 2004
Education
Jawaharlal Nehru Technological University 1995 — 1999
B.Tech, Computer Science
APRS School, Ganapavaram
VeriSign July 2009 - Present
NYK Line December 2006 - July 2009
NYC Department of Probation December 2004 - November 2006
Bear Stearns July 2004 - December 2004
CMC Ltd August 1999 - June 2004
Education
Jawaharlal Nehru Technological University 1995 — 1999
B.Tech, Computer Science
APRS School, Ganapavaram
Chris Loukas's Bear Stearns Experience October 1998 - June 2008
Job President Tuckahoe Technologies
Industry Information Technology and Services
Experience
Tuckahoe Technologies September 2011 - Present
Network Dynamics 2011 - 2012
Bear Stearns October 1998 - June 2008
Bear Stearns & Co. Inc October 1998 - June 2008
DataVox Technologies May 1997 - October 1998
Smith Barney March 1994 - May 1997
R.M.J. Securities Corp November 1985 - March 1994
R.M.J. Securities January 1989 - February 1990
R.M.J. Securities August 1987 - January 1989
R.M.J. Securities January 1987 - August 1987
Skills
Vendor Management, Data Center, Disaster Recovery, Program Management, Infrastructure, Asset Managment, Team Building, Project Management, PMO, IT Strategy, Business Development, Outsourcing, Risk Management, Telecommunications, Software Documentation, Asset Management, Troubleshooting, Visio, MS Project, Technical Support, Hardware, Management, Networking, Databases, Leadership
Education
Kingsborough Community College 1983 — 1984
Marine Biology
Lafayette H.S. 1981 — 1983
Tuckahoe Technologies September 2011 - Present
Network Dynamics 2011 - 2012
Bear Stearns October 1998 - June 2008
Bear Stearns & Co. Inc October 1998 - June 2008
DataVox Technologies May 1997 - October 1998
Smith Barney March 1994 - May 1997
R.M.J. Securities Corp November 1985 - March 1994
R.M.J. Securities January 1989 - February 1990
R.M.J. Securities August 1987 - January 1989
R.M.J. Securities January 1987 - August 1987
Skills
Vendor Management, Data Center, Disaster Recovery, Program Management, Infrastructure, Asset Managment, Team Building, Project Management, PMO, IT Strategy, Business Development, Outsourcing, Risk Management, Telecommunications, Software Documentation, Asset Management, Troubleshooting, Visio, MS Project, Technical Support, Hardware, Management, Networking, Databases, Leadership
Education
Kingsborough Community College 1983 — 1984
Marine Biology
Lafayette H.S. 1981 — 1983
Ben Roth's Bear Stearns Experience July 1996 - June 2008
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan Securities July 1996 - Present
Bear Stearns July 1996 - June 2008
Skills
Wealth, Wealth Management, Securities, Financial Services
Education
Kansas State University 1968 — 1972
BS, History, Mass Communications
JP Morgan Securities July 1996 - Present
Bear Stearns July 1996 - June 2008
Skills
Wealth, Wealth Management, Securities, Financial Services
Education
Kansas State University 1968 — 1972
BS, History, Mass Communications
Lakshmi Kanneganti's Bear Stearns Experience June 2006 - October 2007
Job Capital Markets Apps System Engineer at Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo October 2008 - Present
E-Business International Inc October 2007 - October 2008
Bear Stearns June 2006 - October 2007
Polaris Software Lab October 2005 - June 2006
Citicorp Overseas Software Limited 2001 - 2005
Skills
Software Project..., SOA, SDLC, Weblogic, Java Enterprise Edition, Oracle, Sybase, Enterprise Architecture, PL/SQL, Unix Shell Scripting, Unix, Requirements Analysis, Agile Methodologies
Education
Jawaharlal Nehru Technological University
Wells Fargo October 2008 - Present
E-Business International Inc October 2007 - October 2008
Bear Stearns June 2006 - October 2007
Polaris Software Lab October 2005 - June 2006
Citicorp Overseas Software Limited 2001 - 2005
Skills
Software Project..., SOA, SDLC, Weblogic, Java Enterprise Edition, Oracle, Sybase, Enterprise Architecture, PL/SQL, Unix Shell Scripting, Unix, Requirements Analysis, Agile Methodologies
Education
Jawaharlal Nehru Technological University
Al Sammut's Bear Stearns Experience February 1997 - February 2000
Job Collateral Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
Barclays Capital September 2008 - Present
UBS Investment Bank August 2004 - September 2008
Credit Suisse February 2000 - August 2004
Bear Stearns February 1997 - February 2000
Skills
Prime Brokerage, Equities, Hedge Funds, Series 7, Middle Office, Bloomberg, Securities, Trading Systems, Trading, Options, Series 63, Back Office, FINRA, Series 24, Financial Services, Collateral Management, Operational Risk, Portfolio Management, Client Services, Investment Management
Education
Kingsborough Community College 1987 — 1990
A.A.S, Marketing Management
JPMorgan Chase November 2013 - Present
Barclays Capital September 2008 - Present
UBS Investment Bank August 2004 - September 2008
Credit Suisse February 2000 - August 2004
Bear Stearns February 1997 - February 2000
Skills
Prime Brokerage, Equities, Hedge Funds, Series 7, Middle Office, Bloomberg, Securities, Trading Systems, Trading, Options, Series 63, Back Office, FINRA, Series 24, Financial Services, Collateral Management, Operational Risk, Portfolio Management, Client Services, Investment Management
Education
Kingsborough Community College 1987 — 1990
A.A.S, Marketing Management
Daryl Evelyn's Bear Stearns Experience 1994 - 1997
Job at Bank of America
Industry Information Technology and Services
Experience
Bank of America January 2009 - Present
CVHAA 2007 - March 2013
UPS Freight 2001 - 2009
Prudential Insurance 1997 - 2001
Bear Stearns 1994 - 1997
Dun & Bradstreet 1984 - 1992
Skills
DB2, TSO, MVS, ITIL, Access, Process Improvement, Fileaid, Testing, Databases, SDSF, Omegamon, Program Management, Visio, Data Center, SQL, Security, JCL, PL/SQL, Visual Basic, IBM Mainframe, Disaster Recovery, Mainframe Production...
Education
Union County College 1981 — 1983
Computer Science
Kean University 1978 — 1981
Liberal Arts
Bank of America January 2009 - Present
CVHAA 2007 - March 2013
UPS Freight 2001 - 2009
Prudential Insurance 1997 - 2001
Bear Stearns 1994 - 1997
Dun & Bradstreet 1984 - 1992
Skills
DB2, TSO, MVS, ITIL, Access, Process Improvement, Fileaid, Testing, Databases, SDSF, Omegamon, Program Management, Visio, Data Center, SQL, Security, JCL, PL/SQL, Visual Basic, IBM Mainframe, Disaster Recovery, Mainframe Production...
Education
Union County College 1981 — 1983
Computer Science
Kean University 1978 — 1981
Liberal Arts
Dan Pezley's Bear Stearns Experience June 2005 - July 2007
Job The Jordan Company, LP
Industry Venture Capital & Private Equity
Experience
The Jordan Company, LP August 2007 - Present
Bear Stearns June 2005 - July 2007
Education
Indiana University Bloomington 2001 — 2005
B.S., Finance and Economic Consulting
The Jordan Company, LP August 2007 - Present
Bear Stearns June 2005 - July 2007
Education
Indiana University Bloomington 2001 — 2005
B.S., Finance and Economic Consulting
Timothy Denoyer's Bear Stearns Experience March 2006 - May 2008
Job Industrials Analyst at Balyasny Asset Management L.P.
Industry Investment Management
Experience
Balyasny Asset Management L.P. April 2015 - Present
KSA MidOcean September 2013 - April 2015
Wolfe Research, LLC October 2009 - July 2013
Wolfe Research, LLC May 2008 - October 2009
Bear Stearns March 2006 - May 2008
Prudential Equity Group March 2002 - October 2005
Skills
Economics, Primary Research, Equity Research, Valuation, Financial Modeling, Investments, Financial Analysis, Hedge Funds, Analysis, Equities, Bloomberg, Capital Markets, Alternative Investments, Equity Valuation, Fixed Income, Asset Management
Education
James Madison University 1997 — 2001
BBA, Economics, Finance
Balyasny Asset Management L.P. April 2015 - Present
KSA MidOcean September 2013 - April 2015
Wolfe Research, LLC October 2009 - July 2013
Wolfe Research, LLC May 2008 - October 2009
Bear Stearns March 2006 - May 2008
Prudential Equity Group March 2002 - October 2005
Skills
Economics, Primary Research, Equity Research, Valuation, Financial Modeling, Investments, Financial Analysis, Hedge Funds, Analysis, Equities, Bloomberg, Capital Markets, Alternative Investments, Equity Valuation, Fixed Income, Asset Management
Education
James Madison University 1997 — 2001
BBA, Economics, Finance
Ernie Zayicek's Bear Stearns Experience July 2001 - June 2003
Job Director Head of Insurance, Financial Institutions North America
Industry Banking
Experience
ING March 2015 - Present
Nomura Securities May 2011 - October 2014
HDT Global July 2010 - December 2010
Credit Suisse June 2007 - June 2010
Sagent Advisors Inc. 2005 - 2007
KeyBanc Capital Markets July 2003 - April 2005
Bear Stearns July 2001 - June 2003
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Due Diligence
Education
John Carroll University 1997 — 2001
BSBA & BSE, Finance & Economics
ING March 2015 - Present
Nomura Securities May 2011 - October 2014
HDT Global July 2010 - December 2010
Credit Suisse June 2007 - June 2010
Sagent Advisors Inc. 2005 - 2007
KeyBanc Capital Markets July 2003 - April 2005
Bear Stearns July 2001 - June 2003
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Due Diligence
Education
John Carroll University 1997 — 2001
BSBA & BSE, Finance & Economics
Keith Schollard's Bear Stearns Experience January 1988 - September 1998
Job Vice President of Business Development at Esco Energy Services Company
Industry Facilities Services
Experience
esco energy services May 2008 - Present
Tucker Anthony/RBC Capital September 1998 - May 2008
Bear Stearns January 1988 - September 1998
Skills
Energy Efficiency, HVAC, Energy Audits
Education
Isenberg School of Management, UMass Amherst 1981 — 1983
MBA, Management
University of Massachusetts, Amherst 1977 — 1981
BA, Pol Sci / History
esco energy services May 2008 - Present
Tucker Anthony/RBC Capital September 1998 - May 2008
Bear Stearns January 1988 - September 1998
Skills
Energy Efficiency, HVAC, Energy Audits
Education
Isenberg School of Management, UMass Amherst 1981 — 1983
MBA, Management
University of Massachusetts, Amherst 1977 — 1981
BA, Pol Sci / History
Frank Amato's Bear Stearns Experience 2002 - 2005
Job Hedge Fund
Industry Financial Services
Experience
Hedge Fund May 2014 - Present
Bank of America Merrill Lynch August 2005 - May 2014
Bear Stearns 2002 - 2005
Bear Stearns November 1999 - August 2002
Skills
Series 63, Series 7
Education
Iona College 1995 — 1999
BBA, Finance
Hedge Fund May 2014 - Present
Bank of America Merrill Lynch August 2005 - May 2014
Bear Stearns 2002 - 2005
Bear Stearns November 1999 - August 2002
Skills
Series 63, Series 7
Education
Iona College 1995 — 1999
BBA, Finance
Tom O'Leary's Bear Stearns Experience 2007 - 2008
Job Managing Director Head of Equities, Americas at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets 2010 - Present
J.P. Morgan 2008 - 2009
Bear Stearns 2007 - 2008
Bear Stearns 1998 - 2007
Skills
Sales, Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Investments, Valuation
Education
John Carroll University
Bachelor's Degree, Marketing
HSBC Global Banking and Markets 2010 - Present
J.P. Morgan 2008 - 2009
Bear Stearns 2007 - 2008
Bear Stearns 1998 - 2007
Skills
Sales, Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Investments, Valuation
Education
John Carroll University
Bachelor's Degree, Marketing
Gregory Bray's Bear Stearns Experience December 2005 - April 2006
Job Senior Financial Planning Analyst at Dialogic
Industry Telecommunications
Experience
Robert Half Management Resources August 2014 - October 2014
Dialogic June 2012 - April 2014
Avaya May 2006 - April 2012
Bear Stearns December 2005 - April 2006
Chase Home Finance May 2003 - November 2005
NYCE Corporation November 2000 - April 2003
Electronic Data Systems May 1996 - October 2000
Skills
Financial Reporting, Variance Analysis, Expense Management, Forecasting, Financial Analysis, Essbase, Income Statement, Accounting, US GAAP, Analysis, Budget Process, Telecom Expense..., Operating Expenses, Expense Budget..., Revenue Forecasting
Education
Kean University
BS, Finance
Robert Half Management Resources August 2014 - October 2014
Dialogic June 2012 - April 2014
Avaya May 2006 - April 2012
Bear Stearns December 2005 - April 2006
Chase Home Finance May 2003 - November 2005
NYCE Corporation November 2000 - April 2003
Electronic Data Systems May 1996 - October 2000
Skills
Financial Reporting, Variance Analysis, Expense Management, Forecasting, Financial Analysis, Essbase, Income Statement, Accounting, US GAAP, Analysis, Budget Process, Telecom Expense..., Operating Expenses, Expense Budget..., Revenue Forecasting
Education
Kean University
BS, Finance
Matt Simsic's Bear Stearns Experience March 2000 - April 2001
Job CEO at Massar Capital Management
Industry Investment Management
Experience
Massar Capital Management May 2015 - Present
The Carlyle Group December 2013 - May 2015
OKLO Advisors LLC November 2012 - December 2013
Eladian Partners November 2010 - November 2012
DRW Trading Group January 2006 - April 2010
Zenith Capital / Global Advisors June 2003 - December 2005
Millennium Partners April 2001 - January 2003
Bear Stearns March 2000 - April 2001
Hull Trading / Goldman Sachs December 1994 - March 2000
Skills
Options, Derivatives, Trading, Hedge Funds, Equity Derivatives, Proprietary Trading, Electronic Trading, Trading Systems, Equities, Trading Strategies, High Frequency Trading, Statistical Arbitrage, Market Making, Quant Trading, Risk Management, Futures Trading, Traders, Quantitative Finance, Global Macro, Hedging, quant macro, Risk Parity, systematic macro, Volatility Arbitrage, Board of Directors, Quantitative Investing, Asset Management, Asset Allocation, liquid alternatives, Commodity Markets, Automated Trading, FinTech, Volatility, Portfolio Management, Alternative Investments, Investments, Structured Products, Swaps
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Economics, and Leadership
Indiana University Bloomington
BS, Kelley School of Business
Massar Capital Management May 2015 - Present
The Carlyle Group December 2013 - May 2015
OKLO Advisors LLC November 2012 - December 2013
Eladian Partners November 2010 - November 2012
DRW Trading Group January 2006 - April 2010
Zenith Capital / Global Advisors June 2003 - December 2005
Millennium Partners April 2001 - January 2003
Bear Stearns March 2000 - April 2001
Hull Trading / Goldman Sachs December 1994 - March 2000
Skills
Options, Derivatives, Trading, Hedge Funds, Equity Derivatives, Proprietary Trading, Electronic Trading, Trading Systems, Equities, Trading Strategies, High Frequency Trading, Statistical Arbitrage, Market Making, Quant Trading, Risk Management, Futures Trading, Traders, Quantitative Finance, Global Macro, Hedging, quant macro, Risk Parity, systematic macro, Volatility Arbitrage, Board of Directors, Quantitative Investing, Asset Management, Asset Allocation, liquid alternatives, Commodity Markets, Automated Trading, FinTech, Volatility, Portfolio Management, Alternative Investments, Investments, Structured Products, Swaps
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Economics, and Leadership
Indiana University Bloomington
BS, Kelley School of Business
Lisa Cistulli's Bear Stearns Experience January 1977 - January 1982
Job Administrative Assistant
Industry Medical Practice
Experience
LOCAL ONE SECURITY OFFICERS UNION January 2000 - January 2008
MISS INDIA January 1991 - January 2000
BANNER FABRICS January 1982 - January 1991
Bear Stearns January 1977 - January 1982
Education
Kingsborough Community College 2009 — 2010
LOCAL ONE SECURITY OFFICERS UNION January 2000 - January 2008
MISS INDIA January 1991 - January 2000
BANNER FABRICS January 1982 - January 1991
Bear Stearns January 1977 - January 1982
Education
Kingsborough Community College 2009 — 2010
Adrian Coard's Bear Stearns Experience October 1996 - May 1997
Job Corporate Actions Specialist
Industry Financial Services
Experience
RtEc INTERNATIONAL LLC June 2009 - Present
RTEC International LLC June 2009 - 2012
DEUTSCHE BANK SECURITIES INC May 1997 - July 2009
Deutsche Bank Securities Inc. May 1997 - June 2009
Deutsche Bank Securities Inc May 1997 - June 2009
Deutsche Bank Securities February 1997 - June 2009
Bear Stearns October 1996 - May 1997
OPPENHEIMER April 1994 - October 1996
WATERHOUSE SECURITIES April 1992 - April 1994
DEAN WITTER REYNOLDS October 1987 - April 1992
Skills
Mergers, Corporate Actions, Equities, DTC, Settlements, Securities Lending, Prime Brokerage, Securities, Middle Office, Back Office, Client Service, Customer Relations, Excel, PowerPoint, Bonds, Problem Solving, Microsoft Office, Compliance
Education
City College of New York
Political Science
City College of New York
B.A, Political Science
Kingsborough Community College
New York Institute of Finance
RtEc INTERNATIONAL LLC June 2009 - Present
RTEC International LLC June 2009 - 2012
DEUTSCHE BANK SECURITIES INC May 1997 - July 2009
Deutsche Bank Securities Inc. May 1997 - June 2009
Deutsche Bank Securities Inc May 1997 - June 2009
Deutsche Bank Securities February 1997 - June 2009
Bear Stearns October 1996 - May 1997
OPPENHEIMER April 1994 - October 1996
WATERHOUSE SECURITIES April 1992 - April 1994
DEAN WITTER REYNOLDS October 1987 - April 1992
Skills
Mergers, Corporate Actions, Equities, DTC, Settlements, Securities Lending, Prime Brokerage, Securities, Middle Office, Back Office, Client Service, Customer Relations, Excel, PowerPoint, Bonds, Problem Solving, Microsoft Office, Compliance
Education
City College of New York
Political Science
City College of New York
B.A, Political Science
Kingsborough Community College
New York Institute of Finance
Jordan Sperling's Bear Stearns Experience September 2006 - June 2008
Job Trader Distressed Products at Davidson Kempner Capital Management
Industry Venture Capital & Private Equity
Experience
Davidson Kempner Capital Management February 2012 - Present
Cerberus Capital Management June 2008 - November 2011
Bear Stearns September 2006 - June 2008
Bear Stearns May 2005 - September 2006
Bear Stearns July 2003 - May 2005
Education
Indiana University Bloomington 1999 — 2003
BS, Finance
Davidson Kempner Capital Management February 2012 - Present
Cerberus Capital Management June 2008 - November 2011
Bear Stearns September 2006 - June 2008
Bear Stearns May 2005 - September 2006
Bear Stearns July 2003 - May 2005
Education
Indiana University Bloomington 1999 — 2003
BS, Finance
Nuzair Mohammed's Bear Stearns Experience 1992 - 1994
Job Trainer/Coach at Amazon
Industry Banking
Experience
Amazon 2013 - Present
American Income Life 2010 - 2012
Abu Dhabi Islamic Bank 2009 - 2010
Mashreqbank 2005 - 2009
Banque Saudi Fransi 2002 - 2005
Bank Al Jazira March 1999 - June 2002
Citi 1997 - 1999
Citi 1994 - 1997
Bear Stearns 1992 - 1994
Skills
Audit, Internal Audit, Auditing, Banking, Compliance, Operational Risk..., Retail Banking, Risk Assessment, Process Improvement, Financial Risk, AML, Risk Management, Trade Finance, Commercial Banking, Credit Cards, Management, Accounting, Islamic Finance
Education
Institute of Business Administration 1990 — 1992
MBA, Banking
University of Karachi 1987 — 1990
Bachelor of Commerce, Commerce
Adamjee Science College 1984 — 1986
HSC, Maths, Physics, Chemistry, English etc.
Saint Jude's High School 1974 — 1984
HSC, Maths, Physics, Chemistry, Biology, English etc.
Amazon 2013 - Present
American Income Life 2010 - 2012
Abu Dhabi Islamic Bank 2009 - 2010
Mashreqbank 2005 - 2009
Banque Saudi Fransi 2002 - 2005
Bank Al Jazira March 1999 - June 2002
Citi 1997 - 1999
Citi 1994 - 1997
Bear Stearns 1992 - 1994
Skills
Audit, Internal Audit, Auditing, Banking, Compliance, Operational Risk..., Retail Banking, Risk Assessment, Process Improvement, Financial Risk, AML, Risk Management, Trade Finance, Commercial Banking, Credit Cards, Management, Accounting, Islamic Finance
Education
Institute of Business Administration 1990 — 1992
MBA, Banking
University of Karachi 1987 — 1990
Bachelor of Commerce, Commerce
Adamjee Science College 1984 — 1986
HSC, Maths, Physics, Chemistry, English etc.
Saint Jude's High School 1974 — 1984
HSC, Maths, Physics, Chemistry, Biology, English etc.
Louis Heibert's Bear Stearns Experience January 1986 - January 1989
Job Associate Product Manager at Comodo
Industry Information Technology and Services
Experience
Comodo September 2011 - Present
Velocita Wireless October 2007 - April 2009
Velocita Wireless October 2006 - October 2007
Velocita Wireless / Cingular Wireless November 2001 - October 2006
Cingular Wireless /BellSouth Wireless Data December 2000 - November 2001
BellSouth Wireless Data November 1999 - December 2000
Progressive Strategies February 1994 - November 1999
Glasgal Communications April 1990 - February 1994
Reliance National Risk August 1989 - April 1990
Bear Stearns January 1986 - January 1989
Education
Kean University 1987 — 1989
Bachelor of Science, Computer Science
Comodo September 2011 - Present
Velocita Wireless October 2007 - April 2009
Velocita Wireless October 2006 - October 2007
Velocita Wireless / Cingular Wireless November 2001 - October 2006
Cingular Wireless /BellSouth Wireless Data December 2000 - November 2001
BellSouth Wireless Data November 1999 - December 2000
Progressive Strategies February 1994 - November 1999
Glasgal Communications April 1990 - February 1994
Reliance National Risk August 1989 - April 1990
Bear Stearns January 1986 - January 1989
Education
Kean University 1987 — 1989
Bachelor of Science, Computer Science
Marjorie Hogan's Bear Stearns Experience 1991 - 2008
Job Principal at Altum Capital
Industry Investment Management
Experience
Altum Capital January 2012 - Present
Capstone Altum Credit Fund January 2009 - January 2012
Bear Stearns 1991 - 2008
CS First Boston June 1985 - April 1991
Skills
Hedge Funds, CDO, Credit Derivatives, Alternative Investments, Capital Markets, MBS, Securitization, Structured Finance, Investment Banking, Credit, Asset Management, Bonds, Derivatives, Equities, Fixed Income, Interest Rate..., Options, Portfolio Management, Prime Brokerage, Risk Management, Trading
Education
Iowa State University
Bachelor of Science (BS), Mathematics & Physics
Stanford University
PhD, Mathematics
Altum Capital January 2012 - Present
Capstone Altum Credit Fund January 2009 - January 2012
Bear Stearns 1991 - 2008
CS First Boston June 1985 - April 1991
Skills
Hedge Funds, CDO, Credit Derivatives, Alternative Investments, Capital Markets, MBS, Securitization, Structured Finance, Investment Banking, Credit, Asset Management, Bonds, Derivatives, Equities, Fixed Income, Interest Rate..., Options, Portfolio Management, Prime Brokerage, Risk Management, Trading
Education
Iowa State University
Bachelor of Science (BS), Mathematics & Physics
Stanford University
PhD, Mathematics
Gail Kelsey's Bear Stearns Experience August 1983 - December 1984
Job
Industry Design
Experience
Designs for Leisure, ltd January 1986 - 1995
LF Rothschild January 1985 - January 1986
Bear Stearns August 1983 - December 1984
Skills
Advertising, Public Speaking, Social Media, Fashion, Photoshop, Strategic Planning, Marketing, InDesign
Education
Ithaca College 1979 — 1983
B.S. Business Administration
Designs for Leisure, ltd January 1986 - 1995
LF Rothschild January 1985 - January 1986
Bear Stearns August 1983 - December 1984
Skills
Advertising, Public Speaking, Social Media, Fashion, Photoshop, Strategic Planning, Marketing, InDesign
Education
Ithaca College 1979 — 1983
B.S. Business Administration
Doug Sanders's Bear Stearns Experience 2001 - 2003
Job Chief Financial Officer at Audience Entertainment
Industry Investment Management
Experience
Audience Entertainment 2012 - Present
U Capital Group 2006 - 2011
Cerberus Capital Management 2004 - 2006
Modern Holdings 2003 - 2004
Bear Stearns 2001 - 2003
Skills
Private Equity, Due Diligence, Corporate Finance, Investments, Hedge Funds, Event Driven, Distressed Debt, Special Situations..., Business Strategy, Business Development, Strategic Thinking, Entrepreneur, Early-stage Startups, Startup Development, Start-ups, CFOs, Advisory
Education
James Madison University 1997 — 2001
BBA, Magna Cum Laude, Major: Finance, Minor: Economics
Audience Entertainment 2012 - Present
U Capital Group 2006 - 2011
Cerberus Capital Management 2004 - 2006
Modern Holdings 2003 - 2004
Bear Stearns 2001 - 2003
Skills
Private Equity, Due Diligence, Corporate Finance, Investments, Hedge Funds, Event Driven, Distressed Debt, Special Situations..., Business Strategy, Business Development, Strategic Thinking, Entrepreneur, Early-stage Startups, Startup Development, Start-ups, CFOs, Advisory
Education
James Madison University 1997 — 2001
BBA, Magna Cum Laude, Major: Finance, Minor: Economics
Jennifer Marionni's Bear Stearns Experience 1993 - 1997
Job Executive Chef
Industry Food & Beverages
Experience
No Fuss Lunch LLC October 2014 - Present
JKTG 2010 - Present
Jen's Kitchen To Go 2008 - 2015
Fortress Investment Group 1999 - 2001
Paine Webber 1997 - 1999
Bear Stearns 1993 - 1997
Skills
Culinary Skills, Food, Menu Development, Catering, Food Service, Cooking, Food Safety, Restaurants, Food & Beverage, Fine Dining, Cuisine, Recipes, Food Industry, Restaurant Management, Banquets, Hospitality, Sanitation, Food Preparation, Pastry, Inventory Management, Gourmet
Education
French Culinary Institute 2000 — 2001
Culinary Arts
Susquehanna University 1993 — 1997
Bachelor of Arts (B.A.), Public Relations
Ridge High School
High School Diploma
No Fuss Lunch LLC October 2014 - Present
JKTG 2010 - Present
Jen's Kitchen To Go 2008 - 2015
Fortress Investment Group 1999 - 2001
Paine Webber 1997 - 1999
Bear Stearns 1993 - 1997
Skills
Culinary Skills, Food, Menu Development, Catering, Food Service, Cooking, Food Safety, Restaurants, Food & Beverage, Fine Dining, Cuisine, Recipes, Food Industry, Restaurant Management, Banquets, Hospitality, Sanitation, Food Preparation, Pastry, Inventory Management, Gourmet
Education
French Culinary Institute 2000 — 2001
Culinary Arts
Susquehanna University 1993 — 1997
Bachelor of Arts (B.A.), Public Relations
Ridge High School
High School Diploma
Richard Pezzella's Bear Stearns Experience November 1985 - June 2008
Job DirectorCredit Trading Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald June 2008 - Present
Bear Stearns November 1985 - June 2008
Skills
Credit Derivatives, Bloomberg, Derivatives, Bonds, Capital Markets, Fixed Income, Hedge Funds, Structured Products, ABS, CDS, Electronic Trading, Equities, Equity Derivatives, High Yield, Interest Rate..., Options, Series 7, Swaps, Trading
Education
Iona College 1981 — 1985
Marketing
Cantor Fitzgerald June 2008 - Present
Bear Stearns November 1985 - June 2008
Skills
Credit Derivatives, Bloomberg, Derivatives, Bonds, Capital Markets, Fixed Income, Hedge Funds, Structured Products, ABS, CDS, Electronic Trading, Equities, Equity Derivatives, High Yield, Interest Rate..., Options, Series 7, Swaps, Trading
Education
Iona College 1981 — 1985
Marketing
Larry Kleinman's Bear Stearns Experience 1997 - 2000
Job Managing Director at Goldman Sachs
Industry Banking
Experience
Goldman Sachs June 2014 - Present
Barclays October 2009 - June 2014
Merrill Lynch July 2000 - October 2009
Bear Stearns 1997 - 2000
Skills
Banking, Portfolio Management, Investment Banking, Financial Services, Financial Risk, Credit Risk, Wealth Management, Commercial Banking, Retail Banking, Risk Management, Credit, Private Banking, Relationship Management, Operational Risk, Loans
Education
New York University School of Law 1994 — 1997
Master of Laws (LLM), Taxation
University of Kentucky 1991 — 1994
Doctor of Law (J.D.)
Indiana University Bloomington 1985 — 1989
Bachelor of Science (BS), Accounting
Goldman Sachs June 2014 - Present
Barclays October 2009 - June 2014
Merrill Lynch July 2000 - October 2009
Bear Stearns 1997 - 2000
Skills
Banking, Portfolio Management, Investment Banking, Financial Services, Financial Risk, Credit Risk, Wealth Management, Commercial Banking, Retail Banking, Risk Management, Credit, Private Banking, Relationship Management, Operational Risk, Loans
Education
New York University School of Law 1994 — 1997
Master of Laws (LLM), Taxation
University of Kentucky 1991 — 1994
Doctor of Law (J.D.)
Indiana University Bloomington 1985 — 1989
Bachelor of Science (BS), Accounting
Daena Berdougo's Bear Stearns Experience 1997 - 2003
Job Preschool Director at Gwynedd Friends School
Industry Education Management
Experience
Gwynedd Friends Preschool & Kindergarten June 2014 - Present
Temple Beth Zion-Beth Israel August 2011 - June 2014
Center City Jewish Preschool October 2009 - June 2011
Temple Shaaray Tefila August 2007 - June 2008
completely bare 2004 - 2006
Atelier Esthetique Institute of Esthetics 2003 - 2004
Bear Stearns 1997 - 2003
Skills
Blogging, Curriculum Design, Curriculum Development, Teaching, Mentoring
Education
Fordham University Graduate School of Education
Master's degree, Early Childhood Education and Teaching
Keene State College
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Gwynedd Friends Preschool & Kindergarten June 2014 - Present
Temple Beth Zion-Beth Israel August 2011 - June 2014
Center City Jewish Preschool October 2009 - June 2011
Temple Shaaray Tefila August 2007 - June 2008
completely bare 2004 - 2006
Atelier Esthetique Institute of Esthetics 2003 - 2004
Bear Stearns 1997 - 2003
Skills
Blogging, Curriculum Design, Curriculum Development, Teaching, Mentoring
Education
Fordham University Graduate School of Education
Master's degree, Early Childhood Education and Teaching
Keene State College
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Alice Potts's Bear Stearns Experience 1986 - 1988
Job sales
Industry Photography
Experience
Retail 2011 - November 2014
Milligan Realty.com 2008 - 2010
Bear Stearns 1986 - 1988
Merrill Lynch Mortgage 1984 - 1986
Skills
Sales, Photography, Mortgage Lending, Marketing, Microsoft Office, Inventory Management, Budgets, Strategic Planning, Management, Customer Service
Education
Ithaca College
Bachelor of Science (BS), Business Management
The Masters School
Retail 2011 - November 2014
Milligan Realty.com 2008 - 2010
Bear Stearns 1986 - 1988
Merrill Lynch Mortgage 1984 - 1986
Skills
Sales, Photography, Mortgage Lending, Marketing, Microsoft Office, Inventory Management, Budgets, Strategic Planning, Management, Customer Service
Education
Ithaca College
Bachelor of Science (BS), Business Management
The Masters School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS