Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
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Bear Stearns Employees
Employee
Years
Job
Industry
Douglas Longo Douglas Longo's Bear Stearns Experience December 2003 - April 2008
Job Senior Associate Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors March 2014 - Present
UCLA Anderson School of Management 2014 - 2014
Merrill Lynch April 2008 - September 2013
Bear Stearns December 2003 - April 2008
United States Marine Corps August 1995 - August 1999
Skills
Fixed Income, Asset Management, Bloomberg, Series 7, Investments, Bonds, Asset Managment, Securities, Trading, Portfolio Management, Leadership, Emerging Markets, Asset Allocation, Financial Risk, Hedge Funds, Strategy, Equities, Valuation, Financial Modeling, Investment Management, Capital Markets, Investment Strategies
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
Long Island University, C.W. Post Campus 1999 — 2003
B.S., Finance
Dimensional Fund Advisors March 2014 - Present
UCLA Anderson School of Management 2014 - 2014
Merrill Lynch April 2008 - September 2013
Bear Stearns December 2003 - April 2008
United States Marine Corps August 1995 - August 1999
Skills
Fixed Income, Asset Management, Bloomberg, Series 7, Investments, Bonds, Asset Managment, Securities, Trading, Portfolio Management, Leadership, Emerging Markets, Asset Allocation, Financial Risk, Hedge Funds, Strategy, Equities, Valuation, Financial Modeling, Investment Management, Capital Markets, Investment Strategies
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
Long Island University, C.W. Post Campus 1999 — 2003
B.S., Finance
Joe Cicchiello Joe Cicchiello's Bear Stearns Experience January 2000 - March 2008
Job Technology Consultant
Industry Computer Software
Experience
consultant July 2013 - Present
J.P. Morgan March 2008 - July 2013
Bear Stearns January 2000 - March 2008
Tera Systems July 1997 - December 1999
Mentor Graphics November 1990 - June 1997
RCA/GE/Harris Semiconductor June 1986 - November 1990
Skills
Embedded Systems, Mobile Applications, Financial modeling and..., IC Design, ECAD, Software Project..., Distributed Systems, Perl, EDA, Integrated Circuit..., Java, SQL, C++, Software Development, Agile Methodologies
Education
Lehigh University 1982 — 1986
BS, Electrical Engineering
consultant July 2013 - Present
J.P. Morgan March 2008 - July 2013
Bear Stearns January 2000 - March 2008
Tera Systems July 1997 - December 1999
Mentor Graphics November 1990 - June 1997
RCA/GE/Harris Semiconductor June 1986 - November 1990
Skills
Embedded Systems, Mobile Applications, Financial modeling and..., IC Design, ECAD, Software Project..., Distributed Systems, Perl, EDA, Integrated Circuit..., Java, SQL, C++, Software Development, Agile Methodologies
Education
Lehigh University 1982 — 1986
BS, Electrical Engineering
Aoife McGloin Aoife McGloin's Bear Stearns Experience December 2006 - July 2008
Job Executive Assistant at Post Advisory Group
Industry Financial Services
Experience
Post Advisory Group November 2012 - September 2014
M&G July 2011 - July 2012
Fortune Street July 2008 - May 2011
Bear Stearns December 2006 - July 2008
Skills
Marketing Communications, Event Management, Customer Service, Internal Communications, Management, Microsoft Office, Corporate Communications
Education
London College of Fashion 2002 — 2004
Fashion & Editorial Make Up, Hair and Make Up
Post Advisory Group November 2012 - September 2014
M&G July 2011 - July 2012
Fortune Street July 2008 - May 2011
Bear Stearns December 2006 - July 2008
Skills
Marketing Communications, Event Management, Customer Service, Internal Communications, Management, Microsoft Office, Corporate Communications
Education
London College of Fashion 2002 — 2004
Fashion & Editorial Make Up, Hair and Make Up
Dani Dudick Dani Dudick's Bear Stearns Experience June 2003 - August 2003
Job Vice President, Investor Relations
Industry Investment Management
Experience
Two Sigma Investments March 2010 - Present
Kingdon Capital January 2008 - February 2010
Deloitte August 2004 - December 2007
Bear Stearns June 2003 - August 2003
Skills
Investor Relations, Structured Finance, Analysis, Hedge Funds, Alternative Investments, Private Equity
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS
The Peddie School
Two Sigma Investments March 2010 - Present
Kingdon Capital January 2008 - February 2010
Deloitte August 2004 - December 2007
Bear Stearns June 2003 - August 2003
Skills
Investor Relations, Structured Finance, Analysis, Hedge Funds, Alternative Investments, Private Equity
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS
The Peddie School
Nicky George Nicky George's Bear Stearns Experience September 2005 - September 2008
Job Director at Solar Provider Group
Industry Renewables & Environment
Experience
Solar Provider Group LLC August 2014 - Present
Plug and Feather Watches May 2013 - Present
Medicus Biosciences July 2013 - June 2014
20JEANS May 2013 - June 2013
Playsino March 2012 - February 2013
Clearstone Venture Partners January 2012 - September 2012
UCLA Anderson School of Management August 2010 - July 2012
Kayne Anderson Capital Advisors March 2011 - September 2011
Cognizant Technology Solutions January 2009 - May 2010
Bear Stearns September 2005 - September 2008
Skills
Venture Capital, Equity Research, Trading, Financial Modeling, Investments, Due Diligence, Market Research, Investment Management, Valuation, Equities, Financial Analysis, Asset Managment, DCF, Bloomberg, Start-ups, Business Development, New Business Development, Online Gaming, Business Planning, Hedge Funds, Competitive Analysis, Entrepreneurship, Finance, Analysis, Private Equity, Strategic Partnerships
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
Master of Business Administration, Venture Capital and Entrepreneurship
Lancaster University 2002 — 2005
Economics BA, United Kingdom
Bradford Grammar School 1993 — 2002
Solar Provider Group LLC August 2014 - Present
Plug and Feather Watches May 2013 - Present
Medicus Biosciences July 2013 - June 2014
20JEANS May 2013 - June 2013
Playsino March 2012 - February 2013
Clearstone Venture Partners January 2012 - September 2012
UCLA Anderson School of Management August 2010 - July 2012
Kayne Anderson Capital Advisors March 2011 - September 2011
Cognizant Technology Solutions January 2009 - May 2010
Bear Stearns September 2005 - September 2008
Skills
Venture Capital, Equity Research, Trading, Financial Modeling, Investments, Due Diligence, Market Research, Investment Management, Valuation, Equities, Financial Analysis, Asset Managment, DCF, Bloomberg, Start-ups, Business Development, New Business Development, Online Gaming, Business Planning, Hedge Funds, Competitive Analysis, Entrepreneurship, Finance, Analysis, Private Equity, Strategic Partnerships
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
Master of Business Administration, Venture Capital and Entrepreneurship
Lancaster University 2002 — 2005
Economics BA, United Kingdom
Bradford Grammar School 1993 — 2002
Tony Hu Tony Hu's Bear Stearns Experience 2005 - 2007
Job Senior Research Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale (a subsidiary of City National Bank) 2007 - Present
Bear Stearns 2005 - 2007
ThinkEquity LLC 2005 - 2005
Morningstar 2004 - 2004
Skills
Equity Research, Hedge Funds, Equities, Fixed Income, Alternative Investments, Valuation, Investment Management, Capital Markets, Financial Modeling, Derivatives, Portfolio Management, Asset Managment, Investments, Venture Capital, Economics, Analysis, Quantitative Analytics, Mutual Funds, Bloomberg, Bonds
Education
London Business School 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Michigan 1992 — 1993
Master of Science in Engineering, Computer Science and Engineering
City National Rochdale (a subsidiary of City National Bank) 2007 - Present
Bear Stearns 2005 - 2007
ThinkEquity LLC 2005 - 2005
Morningstar 2004 - 2004
Skills
Equity Research, Hedge Funds, Equities, Fixed Income, Alternative Investments, Valuation, Investment Management, Capital Markets, Financial Modeling, Derivatives, Portfolio Management, Asset Managment, Investments, Venture Capital, Economics, Analysis, Quantitative Analytics, Mutual Funds, Bloomberg, Bonds
Education
London Business School 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Michigan 1992 — 1993
Master of Science in Engineering, Computer Science and Engineering
Elizabeth Valentine Elizabeth Valentine's Bear Stearns Experience June 2001 - December 2003
Job Director at EmblemHealth
Industry Health, Wellness and Fitness
Experience
EmblemHealth June 2009 - Present
Deloitte & Touche December 2003 - June 2009
Bear Stearns June 2001 - December 2003
Education
Loyola College in Maryland 1997 — 2001
BBA, Accounting
EmblemHealth June 2009 - Present
Deloitte & Touche December 2003 - June 2009
Bear Stearns June 2001 - December 2003
Education
Loyola College in Maryland 1997 — 2001
BBA, Accounting
Brian Solomons Brian Solomons's Bear Stearns Experience 1986 - 1988
Job Operations Specialist
Industry Banking
Experience
Morgan Stanley April 1988 - January 2012
Bear Stearns 1986 - 1988
Skills
Information Systems..., Requirements Analysis, Customer Relations, Business Intelligence, ITIL, Visio, Equities, Fixed Income
Education
NYU 1994 — 1996
Certificate of Information Technologies
Long Island University, C.W. Post Campus 1983 — 1986
Bachelor of Science (B.S.), Finance, General
Morgan Stanley April 1988 - January 2012
Bear Stearns 1986 - 1988
Skills
Information Systems..., Requirements Analysis, Customer Relations, Business Intelligence, ITIL, Visio, Equities, Fixed Income
Education
NYU 1994 — 1996
Certificate of Information Technologies
Long Island University, C.W. Post Campus 1983 — 1986
Bachelor of Science (B.S.), Finance, General
Daniel Ben-David Daniel Ben-David's Bear Stearns Experience September 2000 - March 2006
Job
Industry
Experience
Owl Creek Asset Management March 2006 - Present
Bear Stearns September 2000 - March 2006
Education
Lehigh University
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Owl Creek Asset Management March 2006 - Present
Bear Stearns September 2000 - March 2006
Education
Lehigh University
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Ed Aquilina Ed Aquilina's Bear Stearns Experience 2004 - 2008
Job Senior Systems Analyst at Silver Management Group
Industry Financial Services
Experience
Silver Management Group February 2009 - Present
JP Morgan 2008 - 2009
JPMorgan Chase 2008 - 2008
Bear Stearns 2004 - 2008
Bear Stearns December 2002 - April 2004
CopyMax December 2001 - December 2002
Lazard Freres & Co. February 1981 - March 2001
Lazard 1981 - 2001
Skills
Prime Brokerage, Fixed Income, Equities, Financial Services, Capital Markets, Investment Banking, Trading Systems, Securities, Bloomberg
Education
Le Moyne College 1974 — 1978
Le Moyne College 1974 — 1976
Silver Management Group February 2009 - Present
JP Morgan 2008 - 2009
JPMorgan Chase 2008 - 2008
Bear Stearns 2004 - 2008
Bear Stearns December 2002 - April 2004
CopyMax December 2001 - December 2002
Lazard Freres & Co. February 1981 - March 2001
Lazard 1981 - 2001
Skills
Prime Brokerage, Fixed Income, Equities, Financial Services, Capital Markets, Investment Banking, Trading Systems, Securities, Bloomberg
Education
Le Moyne College 1974 — 1978
Le Moyne College 1974 — 1976
Erik Schmitz Erik Schmitz's Bear Stearns Experience 1996 - 2003
Job Credit Suisse FX
Industry Investment Management
Experience
Credit Suisse July 2013 - Present
Schonfeld Group April 2012 - August 2013
Citadel LLC 2010 - 2011
Gelber Group LLC 2009 - 2010
Bank of America 2007 - 2009
Moore Capital Management 2003 - 2007
Bear Stearns 1996 - 2003
Skills
FX Options, Global Macro, Hedge Funds, Equities, Quantitative Finance, Bloomberg, Portfolio Management, Derivatives, Proprietary Trading, Fixed Income, Options, Asset Managment, Asset Allocation, Trading, Capital Markets, Hedging, Alternative Investments, Trading Strategies, Investments, Financial Markets, Asset Management, Equity Derivatives, Trading Systems
Education
Lehigh University
Bachelor of Arts (B.A.), Mathematics
Bronx High School of Science 1984 — 1988
Physics
Credit Suisse July 2013 - Present
Schonfeld Group April 2012 - August 2013
Citadel LLC 2010 - 2011
Gelber Group LLC 2009 - 2010
Bank of America 2007 - 2009
Moore Capital Management 2003 - 2007
Bear Stearns 1996 - 2003
Skills
FX Options, Global Macro, Hedge Funds, Equities, Quantitative Finance, Bloomberg, Portfolio Management, Derivatives, Proprietary Trading, Fixed Income, Options, Asset Managment, Asset Allocation, Trading, Capital Markets, Hedging, Alternative Investments, Trading Strategies, Investments, Financial Markets, Asset Management, Equity Derivatives, Trading Systems
Education
Lehigh University
Bachelor of Arts (B.A.), Mathematics
Bronx High School of Science 1984 — 1988
Physics
Paul Leone, CIA, CRMA Paul Leone, CIA, CRMA's Bear Stearns Experience February 2007 - July 2008
Job Risk Management
Industry Banking
Experience
Wells Fargo May 2014 - Present
Wells Fargo January 2011 - Present
FDIC March 2009 - January 2011
Bear Stearns February 2007 - July 2008
Encore Credit Corp (acquired by Bear Stearns) 2005 - 2007
ACC Capital Holdings and Ameriquest Mortgage 2004 - 2005
GMAC Residential Mortgage & GMAC Bank 2000 - 2004
BPD International Bank February 1993 - November 1995
Dime Savings Bank January 1991 - February 1993
Chase Manhattan Bank 1973 - 1989
Skills
Internal Audit, Enterprise Risk..., Financial Risk, Operational Risk..., Risk Management, Sarbanes-Oxley Act, Credit, Asset Management, Financial Analysis, Internal Controls, Financial Reporting, Management, Due Diligence, Risk Assessment, Quality Auditing, Banking, Auditing, Fraud, Governance, IT Audit, Business Process..., Accounting, Managerial Finance, Process Improvement, Credit Risk, Financial Accounting, Operational Risk, Financial Services, Mortgage Lending, Finance, AML, Sarbanes-Oxley, Corporate Governance, Loans, Financial Modeling, Cash Management, Mergers & Acquisitions, Strategic Financial..., Executive Management, Anti Money Laundering, Financial Planning
Education
Rutgers University-Stonier Graduate School of Banking 1984 — 1986
Bank Executive Management
Long Island University, Brooklyn Campus 1971 — 1972
Marist College 1968 — 1971
Xavier High School 1964 — 1968
Wells Fargo May 2014 - Present
Wells Fargo January 2011 - Present
FDIC March 2009 - January 2011
Bear Stearns February 2007 - July 2008
Encore Credit Corp (acquired by Bear Stearns) 2005 - 2007
ACC Capital Holdings and Ameriquest Mortgage 2004 - 2005
GMAC Residential Mortgage & GMAC Bank 2000 - 2004
BPD International Bank February 1993 - November 1995
Dime Savings Bank January 1991 - February 1993
Chase Manhattan Bank 1973 - 1989
Skills
Internal Audit, Enterprise Risk..., Financial Risk, Operational Risk..., Risk Management, Sarbanes-Oxley Act, Credit, Asset Management, Financial Analysis, Internal Controls, Financial Reporting, Management, Due Diligence, Risk Assessment, Quality Auditing, Banking, Auditing, Fraud, Governance, IT Audit, Business Process..., Accounting, Managerial Finance, Process Improvement, Credit Risk, Financial Accounting, Operational Risk, Financial Services, Mortgage Lending, Finance, AML, Sarbanes-Oxley, Corporate Governance, Loans, Financial Modeling, Cash Management, Mergers & Acquisitions, Strategic Financial..., Executive Management, Anti Money Laundering, Financial Planning
Education
Rutgers University-Stonier Graduate School of Banking 1984 — 1986
Bank Executive Management
Long Island University, Brooklyn Campus 1971 — 1972
Marist College 1968 — 1971
Xavier High School 1964 — 1968
Althea Harris Althea Harris's Bear Stearns Experience October 1999 - March 2007
Job Marketing
Industry Investment Management
Experience
Cross Shore Capital Management March 2007 - January 2010
Bear Stearns October 1999 - March 2007
Education
LIU Post
Cross Shore Capital Management March 2007 - January 2010
Bear Stearns October 1999 - March 2007
Education
LIU Post
Christopher Ferrara Christopher Ferrara's Bear Stearns Experience April 2007 - May 2008
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley October 2010 - January 2014
BTIG March 2010 - September 2010
CJF Trading LLC November 2009 - March 2010
SG Securities December 2008 - November 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns April 2007 - May 2008
Banc of America Securities August 2003 - April 2007
Prudential Securities September 2002 - August 2003
Skills
Equity Derivatives, Compliance, Derivatives, Options, Futures, Commodities, Surveillance, Commodity, Equities, Accounting, Hedge Funds, Securities, Bloomberg, Financial Services, Fixed Income, Investment Banking, Prime Brokerage, Series 7, Trading
Education
Lindenhurst High School 1991 — 1995
High School Diploma
Long Island University, C.W. Post Campus
Nassau Community College
University at Buffalo
Nomura Securities May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley October 2010 - January 2014
BTIG March 2010 - September 2010
CJF Trading LLC November 2009 - March 2010
SG Securities December 2008 - November 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns April 2007 - May 2008
Banc of America Securities August 2003 - April 2007
Prudential Securities September 2002 - August 2003
Skills
Equity Derivatives, Compliance, Derivatives, Options, Futures, Commodities, Surveillance, Commodity, Equities, Accounting, Hedge Funds, Securities, Bloomberg, Financial Services, Fixed Income, Investment Banking, Prime Brokerage, Series 7, Trading
Education
Lindenhurst High School 1991 — 1995
High School Diploma
Long Island University, C.W. Post Campus
Nassau Community College
University at Buffalo
Brian Carswell Brian Carswell's Bear Stearns Experience June 2005 - June 2007
Job
Industry
Experience
JP Morgan Chase Bank NA September 2013 - Present
Dahlman Rose & Co. May 2012 - January 2013
Weeden & Co. June 2007 - May 2012
Bear Stearns June 2005 - June 2007
The Griswold Company, Inc June 2003 - June 2005
Lehman Brothers May 1998 - June 2003
Education
Long Island University, C.W. Post Campus 1988 — 1990
Bachelor of Science (BS), Marketing
Cold Spring Harbor HS
JP Morgan Chase Bank NA September 2013 - Present
Dahlman Rose & Co. May 2012 - January 2013
Weeden & Co. June 2007 - May 2012
Bear Stearns June 2005 - June 2007
The Griswold Company, Inc June 2003 - June 2005
Lehman Brothers May 1998 - June 2003
Education
Long Island University, C.W. Post Campus 1988 — 1990
Bachelor of Science (BS), Marketing
Cold Spring Harbor HS
Michael Storm Jeske Michael Storm Jeske's Bear Stearns Experience 2003 - 2006
Job Chief Investment Strategist III Macro
Industry Investment Management
Experience
III Macro - Founder 2008 - Present
Shumway Capital / JAT Capital 2006 - 2008
Bear Stearns 2003 - 2006
Litespeed Partners 2002 - 2002
Technology Industry 1997 - 2001
Education
New York University, Stern School of Business 2003 — 2006
Master of Business Administration (MBA) - Night Program, Finance / Quantitative Finance
Lewis and Clark College 1993 — 1997
Bachelor of Arts (B.A.), Philosophy
Ludwig-Maximilians Universität München 1996 — 1996
Philosophy
University of Illinois at Urbana-Champaign 1993 — 1995
Computer Engineering
III Macro - Founder 2008 - Present
Shumway Capital / JAT Capital 2006 - 2008
Bear Stearns 2003 - 2006
Litespeed Partners 2002 - 2002
Technology Industry 1997 - 2001
Education
New York University, Stern School of Business 2003 — 2006
Master of Business Administration (MBA) - Night Program, Finance / Quantitative Finance
Lewis and Clark College 1993 — 1997
Bachelor of Arts (B.A.), Philosophy
Ludwig-Maximilians Universität München 1996 — 1996
Philosophy
University of Illinois at Urbana-Champaign 1993 — 1995
Computer Engineering
Ardavan Mobasheri Ardavan Mobasheri's Bear Stearns Experience 2003 - 2007
Job Senior Managing Director Chief Economist/Head of AIG Global Economics
Industry Insurance
Experience
City University of New York (CUNY 2004 - Present
AIG June 2008 - August 2012
Bear Stearns 2003 - 2007
TriStar Advisors 2000 - 2002
Bear Stearns September 1993 - May 2000
Sanford C. Bernstein 1991 - 1992
Skills
Economics, Econometrics, Macroeconomics, Quantitative Analytics, Financial Modeling, Portfolio Management, Emerging Markets, Fixed Income, Quantitative Finance, Capital Markets, Risk Management, Valuation, Corporate Finance, Eviews, Time Series Analysis, Statistics, Stata, Econometric Modeling, Investments, Bloomberg, Management, Financial Markets, Derivatives, Finance, Mergers & Acquisitions, Statistical Modeling, Data Analysis, SAS, Equities, Private Equity, Credit Risk, Asset Management, R, Investment Banking, Financial Economics, Market Risk, Leadership, Strategy, Strategic Planning, Data Science, Data Mining, Data Modeling, Research, Policy Analysis, Analysis
Education
City University of New York Graduate Center 2002 — 2005
ABD, Economics
Queens College 2002 — 2005
M.A., Economics
Polytechnic University 1998 — 2001
M.S., Financial Engineering
Lehigh University 1985 — 1990
BS, Industrial Engineering
Rostam Abadian School
City University of New York (CUNY 2004 - Present
AIG June 2008 - August 2012
Bear Stearns 2003 - 2007
TriStar Advisors 2000 - 2002
Bear Stearns September 1993 - May 2000
Sanford C. Bernstein 1991 - 1992
Skills
Economics, Econometrics, Macroeconomics, Quantitative Analytics, Financial Modeling, Portfolio Management, Emerging Markets, Fixed Income, Quantitative Finance, Capital Markets, Risk Management, Valuation, Corporate Finance, Eviews, Time Series Analysis, Statistics, Stata, Econometric Modeling, Investments, Bloomberg, Management, Financial Markets, Derivatives, Finance, Mergers & Acquisitions, Statistical Modeling, Data Analysis, SAS, Equities, Private Equity, Credit Risk, Asset Management, R, Investment Banking, Financial Economics, Market Risk, Leadership, Strategy, Strategic Planning, Data Science, Data Mining, Data Modeling, Research, Policy Analysis, Analysis
Education
City University of New York Graduate Center 2002 — 2005
ABD, Economics
Queens College 2002 — 2005
M.A., Economics
Polytechnic University 1998 — 2001
M.S., Financial Engineering
Lehigh University 1985 — 1990
BS, Industrial Engineering
Rostam Abadian School
William Valenze William Valenze's Bear Stearns Experience March 1988 - December 1998
Job Sr. Technology Architect at Time Warner Inc.
Industry Entertainment
Experience
Time Warner Inc. December 1998 - Present
Warner, Inc January 1998 - Present
Bear Stearns March 1988 - December 1998
Bear Stearns, Inc January 1988 - January 1998
Skills
VB/C# .Net, Visual Studio, AJAX, Cold Fusion, HTML, JavaScript, CSS, Crystal Reports, Infragistics..., Oracle 11g, Microsoft SQL Server, Sybase, PowerBuilder, Visual Basic 6, COBOL
Education
Pace University 1980 — 1984
Master of Business Administration (M.B.A.), Management Information Systems and Services, 3.9
CW Post College of Long Island University
BS, Education
LIU Post
Bachelor of Science (BS), Education
Pace University
MBA, Information Systems
Time Warner Inc. December 1998 - Present
Warner, Inc January 1998 - Present
Bear Stearns March 1988 - December 1998
Bear Stearns, Inc January 1988 - January 1998
Skills
VB/C# .Net, Visual Studio, AJAX, Cold Fusion, HTML, JavaScript, CSS, Crystal Reports, Infragistics..., Oracle 11g, Microsoft SQL Server, Sybase, PowerBuilder, Visual Basic 6, COBOL
Education
Pace University 1980 — 1984
Master of Business Administration (M.B.A.), Management Information Systems and Services, 3.9
CW Post College of Long Island University
BS, Education
LIU Post
Bachelor of Science (BS), Education
Pace University
MBA, Information Systems
Norman Westberg Norman Westberg's Bear Stearns Experience 2001 - 2008
Job Swans
Industry Music
Experience
Main Drag Music January 2010 - Present
Swans February 2010 - October 2011
Bear Stearns 2001 - 2008
Education
Lawrence Technological University
Main Drag Music January 2010 - Present
Swans February 2010 - October 2011
Bear Stearns 2001 - 2008
Education
Lawrence Technological University
Antonio (Soli) Lima's Bear Stearns Experience July 2005 - May 2008
Job Analyst
Industry Financial Services
Experience
Interactive Data Corporation January 2011 - August 2011
Bear Stearns July 2005 - May 2008
Skills
Securities, Hedge Funds, Equities
Education
LaGuardia Community College
Interactive Data Corporation January 2011 - August 2011
Bear Stearns July 2005 - May 2008
Skills
Securities, Hedge Funds, Equities
Education
LaGuardia Community College
Jeffrey Minnich Jeffrey Minnich's Bear Stearns Experience August 2008 - July 2009
Job Structured Equity Financing Associate at JP Morgan
Industry Investment Banking
Experience
JP Morgan April 2011 - Present
J.P. Morgan August 2009 - March 2011
Bear Stearns August 2008 - July 2009
Skills
Dev C++, Visual Basic, Derivatives, Hedge Funds, Investment Banking, Financial Markets, Trading, Mutual Funds, ABS, Bloomberg, Bloomberg Terminal, Thompson One, Fund Of Funds
Education
Lehigh University 2004 — 2008
BSc, Finance, Accounting, Engineering
University College London, U. of London 2007 — 2007
JP Morgan April 2011 - Present
J.P. Morgan August 2009 - March 2011
Bear Stearns August 2008 - July 2009
Skills
Dev C++, Visual Basic, Derivatives, Hedge Funds, Investment Banking, Financial Markets, Trading, Mutual Funds, ABS, Bloomberg, Bloomberg Terminal, Thompson One, Fund Of Funds
Education
Lehigh University 2004 — 2008
BSc, Finance, Accounting, Engineering
University College London, U. of London 2007 — 2007
Raymond Colotti Raymond Colotti's Bear Stearns Experience July 2000 - September 2008
Job Director and Team Lead Of Paid Owned & Earned Media at Rosetta
Industry Marketing and Advertising
Experience
Rosetta October 2013 - Present
Rosetta January 2011 - October 2013
Rosetta October 2009 - March 2011
J.P. Morgan September 2008 - September 2009
Bear Stearns July 2000 - September 2008
Skills
SEM, PPC, Analytics, Strategy, Budgets, Interactive Marketing, Digital Strategy, Digital Marketing, Web Analytics, CRM, Display Advertising, Digital Media, SEO, Search
Education
New York University 2009 — 2009
Certificate in Digital Media Marketing, Digital Marketing
New York University 2008 — 2009
Professional Certificate in Digital Marketing, SEM, SEO, Digital Strategy, Mobile Marketing
Syracuse University - Martin J. Whitman School of Management 1998 — 2000
MBA, Marketing/Finance
Lehigh University 1994 — 1998
Bachelor's, Marketing
Gunnery
HB Whitehorne
Rosetta October 2013 - Present
Rosetta January 2011 - October 2013
Rosetta October 2009 - March 2011
J.P. Morgan September 2008 - September 2009
Bear Stearns July 2000 - September 2008
Skills
SEM, PPC, Analytics, Strategy, Budgets, Interactive Marketing, Digital Strategy, Digital Marketing, Web Analytics, CRM, Display Advertising, Digital Media, SEO, Search
Education
New York University 2009 — 2009
Certificate in Digital Media Marketing, Digital Marketing
New York University 2008 — 2009
Professional Certificate in Digital Marketing, SEM, SEO, Digital Strategy, Mobile Marketing
Syracuse University - Martin J. Whitman School of Management 1998 — 2000
MBA, Marketing/Finance
Lehigh University 1994 — 1998
Bachelor's, Marketing
Gunnery
HB Whitehorne
Nicholas Lieberman Nicholas Lieberman's Bear Stearns Experience June 2007 - June 2008
Job President / Partner at Innovare Medical Media
Industry Marketing and Advertising
Experience
Innovare Medical Media January 2011 - Present
JP Morgan June 2008 - July 2009
Bear Stearns June 2007 - June 2008
Skills
Financial Analysis, Financial Modeling, Marketing Strategy, Bloomberg, Program Management, Strategic Planning, Marketing, Leadership, Analysis, New Business Development, Management, Alternative Investments
Education
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor’s Degree, Finance and Accounting
Blair Academy 1999 — 2003
Innovare Medical Media January 2011 - Present
JP Morgan June 2008 - July 2009
Bear Stearns June 2007 - June 2008
Skills
Financial Analysis, Financial Modeling, Marketing Strategy, Bloomberg, Program Management, Strategic Planning, Marketing, Leadership, Analysis, New Business Development, Management, Alternative Investments
Education
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor’s Degree, Finance and Accounting
Blair Academy 1999 — 2003
Maryann Penner Maryann Penner's Bear Stearns Experience 2003 - 2005
Job Principal Consultant at Capco
Industry Financial Services
Experience
Capco December 2011 - Present
Barclays 2009 - 2011
Societe Generale 2008 - 2009
Bank of America 2006 - 2008
Bear Stearns 2003 - 2005
Credit Suisse First Boston 2002 - 2003
Deutsche Bank 1998 - 2001
JPMorgan Chase 1994 - 1998
Skills
Capital Markets, Investment Banking, Structured Products, Fixed Income, Interest Rate..., Derivatives, Financial Services, Middle Office, Securities, Software Documentation, Credit Derivatives, Banking, Business Analysis, Settlement, Bonds, Financial Analysis, Emerging Markets, Equity Derivatives, Back Office, Swaps, Collateral Management, Change Management, Portfolio Management, Business Requirements, Options, Rates, Project Management, Balance Sheet, Financial Accounting, Market Risk, FX Options, Requirements Gathering, SDLC, User Acceptance Testing, Business Process..., Data Warehousing, Analysis, Trading Systems, Reference Data, Business Strategy, Software Development, Account Reconciliation, Accounting, Financial Reporting, Requirements Analysis, Functional..., Document Drafting, Management Consulting, Functional Requirements, System Testing
Education
Long Island University, C.W. Post Campus
Bachelor of Science (B.S.), Business/Managerial Economics
Capco December 2011 - Present
Barclays 2009 - 2011
Societe Generale 2008 - 2009
Bank of America 2006 - 2008
Bear Stearns 2003 - 2005
Credit Suisse First Boston 2002 - 2003
Deutsche Bank 1998 - 2001
JPMorgan Chase 1994 - 1998
Skills
Capital Markets, Investment Banking, Structured Products, Fixed Income, Interest Rate..., Derivatives, Financial Services, Middle Office, Securities, Software Documentation, Credit Derivatives, Banking, Business Analysis, Settlement, Bonds, Financial Analysis, Emerging Markets, Equity Derivatives, Back Office, Swaps, Collateral Management, Change Management, Portfolio Management, Business Requirements, Options, Rates, Project Management, Balance Sheet, Financial Accounting, Market Risk, FX Options, Requirements Gathering, SDLC, User Acceptance Testing, Business Process..., Data Warehousing, Analysis, Trading Systems, Reference Data, Business Strategy, Software Development, Account Reconciliation, Accounting, Financial Reporting, Requirements Analysis, Functional..., Document Drafting, Management Consulting, Functional Requirements, System Testing
Education
Long Island University, C.W. Post Campus
Bachelor of Science (B.S.), Business/Managerial Economics
Jono Huddleston Jono Huddleston's Bear Stearns Experience 2000 - 2002
Job CEO, DNI Corp
Industry Information Services
Experience
DNI Corp December 2008 - Present
Express Courier International, Inc. 2006 - 2008
Private Capital Advisors, LLC 2003 - 2006
Bear Stearns 2000 - 2002
RoadOne 1998 - 2000
Arthur Andersen 1996 - 1998
Ernst & Young 1993 - 1995
Skills
Finance, Mergers, Entrepreneurship, Start-ups, Business Development, Venture Capital, Financial Analysis, Direct Mail, Marketing, Mergers & Acquisitions, Business Strategy, Strategic Planning, New Business Development, Sales, Management, Small Business, Direct Marketing, Email Marketing
Education
Vanderbilt University 2002 — 2004
MBA, Business
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance and Entrepreneurship
David Lipscomb University 1991 — 1996
B.S., Professional Accountancy
Lipscomb University 1991 — 1996
B.S., Accounting
DNI Corp December 2008 - Present
Express Courier International, Inc. 2006 - 2008
Private Capital Advisors, LLC 2003 - 2006
Bear Stearns 2000 - 2002
RoadOne 1998 - 2000
Arthur Andersen 1996 - 1998
Ernst & Young 1993 - 1995
Skills
Finance, Mergers, Entrepreneurship, Start-ups, Business Development, Venture Capital, Financial Analysis, Direct Mail, Marketing, Mergers & Acquisitions, Business Strategy, Strategic Planning, New Business Development, Sales, Management, Small Business, Direct Marketing, Email Marketing
Education
Vanderbilt University 2002 — 2004
MBA, Business
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance and Entrepreneurship
David Lipscomb University 1991 — 1996
B.S., Professional Accountancy
Lipscomb University 1991 — 1996
B.S., Accounting
Martin Lawlor Martin Lawlor's Bear Stearns Experience 2005 - 2008
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2009 - Present
J.P. Morgan 2008 - 2009
Bear Stearns 2005 - 2008
Education
Lafayette College 2001 — 2005
Bachelor of Arts (BA), Mathematics and Economics
Delbarton School 1997 — 2001
Houlihan Lokey 2009 - Present
J.P. Morgan 2008 - 2009
Bear Stearns 2005 - 2008
Education
Lafayette College 2001 — 2005
Bachelor of Arts (BA), Mathematics and Economics
Delbarton School 1997 — 2001
Jonathan Kinlay Jonathan Kinlay's Bear Stearns Experience 2007 - 2008
Job Quantitative Research and Trading | Leading Expert in Quantitative Algorithmic Trading Strategies
Industry Investment Management
Experience
Systematic Strategies LLC April 2009 - Present
Proteom Capital Management Ltd August 2004 - April 2009
Bear Stearns 2007 - 2008
Investment Analytics January 1998 - December 2007
NYU Stern School of Business February 2006 - June 2007
Caissa Capital January 2002 - August 2004
Carnegie Mellon January 1996 - December 1999
EMC International January 1988 - December 1994
Chase Manhattan Bank January 1983 - December 1987
NatWest Bank January 1980 - December 1982
Skills
Hedge Funds, Derivatives, Consulting, Quantitative Analytics, Financial Modeling, Investment Management, Financial Engineering, Investment Research, Model Validation, Quantitative Research, Trading Systems, Proprietary Trading, Fixed Income, FX Options, Portfolio Management, Trading Strategies, V&V, Equities, Valuation, Strategy, Investments, Mutual Funds, Trading, Financial Markets, Bonds, Capital Markets, Investment Banking, Asset Management, Asset Allocation, Options, Financial Risk, Financial Structuring, Currency, Risk Management, Alternative Investments, Foreign Exchange, Commodity, Investment Strategies, Securities, Quantitative Investing, Volatility, Quantitative Finance
Education
Bristol University 2000 — 2005
Doctor of Philosophy (PhD), Economics, PhD
London Business School 1993 — 1995
Master of Business Administration (MBA), Finance and Financial Management Services, MBA
The University of Sheffield 1977 — 1979
Master of Science (MSc), Statistics
Systematic Strategies LLC April 2009 - Present
Proteom Capital Management Ltd August 2004 - April 2009
Bear Stearns 2007 - 2008
Investment Analytics January 1998 - December 2007
NYU Stern School of Business February 2006 - June 2007
Caissa Capital January 2002 - August 2004
Carnegie Mellon January 1996 - December 1999
EMC International January 1988 - December 1994
Chase Manhattan Bank January 1983 - December 1987
NatWest Bank January 1980 - December 1982
Skills
Hedge Funds, Derivatives, Consulting, Quantitative Analytics, Financial Modeling, Investment Management, Financial Engineering, Investment Research, Model Validation, Quantitative Research, Trading Systems, Proprietary Trading, Fixed Income, FX Options, Portfolio Management, Trading Strategies, V&V, Equities, Valuation, Strategy, Investments, Mutual Funds, Trading, Financial Markets, Bonds, Capital Markets, Investment Banking, Asset Management, Asset Allocation, Options, Financial Risk, Financial Structuring, Currency, Risk Management, Alternative Investments, Foreign Exchange, Commodity, Investment Strategies, Securities, Quantitative Investing, Volatility, Quantitative Finance
Education
Bristol University 2000 — 2005
Doctor of Philosophy (PhD), Economics, PhD
London Business School 1993 — 1995
Master of Business Administration (MBA), Finance and Financial Management Services, MBA
The University of Sheffield 1977 — 1979
Master of Science (MSc), Statistics
Allajah Young, Esq. Allajah Young, Esq.'s Bear Stearns Experience January 2001 - June 2002
Job Consumer Financial Protection Analyst at Consumer Financial Protection Bureau
Industry Political Organization
Experience
Consumer Financial Protection Bureau April 2013 - Present
Phyllis Marie Kamysek PLLC Attorneys at Law August 2010 - January 2013
Napoli Bern Ripka Shkolnik, LLP January 2012 - April 2012
New York City Law Department August 2011 - December 2011
New York State Office of the Attorney General, Real Estate Finance Bureau June 2011 - August 2011
TheLadders.com August 2008 - June 2011
Chambers of Justice Richard B. Lowe III of Manhattan Commercial Division June 2010 - August 2010
GDS Publishing International October 2007 - July 2008
American Express September 2001 - June 2002
Bear Stearns January 2001 - June 2002
Skills
Legal Research, Westlaw, Legal Writing, Research, Non-profits, Editing, Microsoft Office, Public Speaking, PowerPoint, Social Media, Litigation, Microsoft Excel, Outlook, Facebook, Copy Editing, Social Networking, Public Policy, Dodd-Frank, FINRA, SEC filings, KYC, CFTC, Swaps, Arbitration, Corporate Law, Commercial Litigation, Lexis
Education
New York Law School 2009 — 2012
J.D, May 2012
Brooklyn College 2009 — 2009
M.A, Urban Policy and Administration
Long Island University 2004 — 2008
B.A, Political Science
Consumer Financial Protection Bureau April 2013 - Present
Phyllis Marie Kamysek PLLC Attorneys at Law August 2010 - January 2013
Napoli Bern Ripka Shkolnik, LLP January 2012 - April 2012
New York City Law Department August 2011 - December 2011
New York State Office of the Attorney General, Real Estate Finance Bureau June 2011 - August 2011
TheLadders.com August 2008 - June 2011
Chambers of Justice Richard B. Lowe III of Manhattan Commercial Division June 2010 - August 2010
GDS Publishing International October 2007 - July 2008
American Express September 2001 - June 2002
Bear Stearns January 2001 - June 2002
Skills
Legal Research, Westlaw, Legal Writing, Research, Non-profits, Editing, Microsoft Office, Public Speaking, PowerPoint, Social Media, Litigation, Microsoft Excel, Outlook, Facebook, Copy Editing, Social Networking, Public Policy, Dodd-Frank, FINRA, SEC filings, KYC, CFTC, Swaps, Arbitration, Corporate Law, Commercial Litigation, Lexis
Education
New York Law School 2009 — 2012
J.D, May 2012
Brooklyn College 2009 — 2009
M.A, Urban Policy and Administration
Long Island University 2004 — 2008
B.A, Political Science
Paul Lanna's Bear Stearns Experience May 2003 - February 2006
Job Investment Professional
Industry Venture Capital & Private Equity
Experience
Coller Capital August 2010 - Present
EarlyBirdCapital, Inc. March 2006 - August 2010
Bear Stearns May 2003 - February 2006
PA Consulting Group February 2001 - May 2002
Accenture October 1999 - February 2001
Skills
Private Equity, Venture Capital, Investments, Investment Banking, Mergers
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance and Accoutning
Lafayette College 1995 — 1999
BS, Chemical Engineering
Coller Capital August 2010 - Present
EarlyBirdCapital, Inc. March 2006 - August 2010
Bear Stearns May 2003 - February 2006
PA Consulting Group February 2001 - May 2002
Accenture October 1999 - February 2001
Skills
Private Equity, Venture Capital, Investments, Investment Banking, Mergers
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance and Accoutning
Lafayette College 1995 — 1999
BS, Chemical Engineering
Robert Benjamin, Jr. Robert Benjamin, Jr.'s Bear Stearns Experience 2000 - 2008
Job Breaking AwayThe Empowerment Zone, Founder
Industry Financial Services
Experience
Breaking Away-The Empowerment Zone January 2007 - Present
J.P. Morgan Securities September 2000 - December 2013
Bear Stearns 2000 - 2008
SG Cowen Securities Corporation 1998 - 2000
CIBC Oppenheimer Corporation 1995 - 1998
CS First Boston Corporation 1993 - 1995
Morgan Stanley & Co., Incorporated 1979 - 1993
Goldman Sachs & Co. Inc. 1976 - 1979
Skills
Equities, Investments, Fixed Income, Investment Management, Alternative Investments, Securities, Portfolio Management, Trading, Financial Analysis, Asset Allocation, Investment Banking, Wealth Management, Due Diligence, Derivatives, Corporate Finance, Finance, Leadership, Venture Capital, Hedge Funds, Private Equity, Risk Management, Asset Management, Structured Products, Business Development, Wealth Management..., Valuation, Credit, Capital Markets
Education
Trinity College-Hartford
BA, Religion
University of New Hampshire - Whittemore School of Business and Economics
MBA
Landmark Education
Breaking Away-The Empowerment Zone January 2007 - Present
J.P. Morgan Securities September 2000 - December 2013
Bear Stearns 2000 - 2008
SG Cowen Securities Corporation 1998 - 2000
CIBC Oppenheimer Corporation 1995 - 1998
CS First Boston Corporation 1993 - 1995
Morgan Stanley & Co., Incorporated 1979 - 1993
Goldman Sachs & Co. Inc. 1976 - 1979
Skills
Equities, Investments, Fixed Income, Investment Management, Alternative Investments, Securities, Portfolio Management, Trading, Financial Analysis, Asset Allocation, Investment Banking, Wealth Management, Due Diligence, Derivatives, Corporate Finance, Finance, Leadership, Venture Capital, Hedge Funds, Private Equity, Risk Management, Asset Management, Structured Products, Business Development, Wealth Management..., Valuation, Credit, Capital Markets
Education
Trinity College-Hartford
BA, Religion
University of New Hampshire - Whittemore School of Business and Economics
MBA
Landmark Education
Wendy Peng Wendy Peng's Bear Stearns Experience 1995 - 1997
Job Sr. Technical Consultant
Industry Computer Software
Experience
Infor 2002 - Present
Alcatel-Lucent 1997 - 2002
Bear Stearns 1995 - 1997
Skills
Enterprise Software, Software Implementation, ERP, Business Process, Professional Services
Education
Loyola University of Chicago
Master, Computer Science
Infor 2002 - Present
Alcatel-Lucent 1997 - 2002
Bear Stearns 1995 - 1997
Skills
Enterprise Software, Software Implementation, ERP, Business Process, Professional Services
Education
Loyola University of Chicago
Master, Computer Science
Sarah Merry Sarah Merry's Bear Stearns Experience June 2007 - September 2007
Job Assistant District Attorney
Industry Law Practice
Experience
Bronx County District Attorney Office September 2014 - Present
Brooklyn Law Incubator & Policy (“BLIP”) January 2014 - June 2014
Stuart Weitzman, LLC August 2013 - January 2014
Bronx County Supreme Court, Criminal Term May 2013 - August 2013
Chanel Inc. August 2012 - April 2013
Dramatists Guild of America May 2012 - August 2012
Kristi Yamaguchi's Always Dream Foundation May 2010 - July 2011
ArthroCare Corporation July 2009 - November 2009
Sheppard Mullin Richter & Hampton LLP June 2008 - September 2008
Bear Stearns June 2007 - September 2007
Education
Brooklyn Law School 2011 — 2014
JD
Santa Clara University - Leavey School of Business 2005 — 2009
BSC
London Cass Business School 2008 — 2008
London College of Fashion 2008 — 2008
Spain Institute of European Studies 2007 — 2007
Wilbraham and Monson Academy 2001 — 2005
College Preparatory Diploma
Bronx County District Attorney Office September 2014 - Present
Brooklyn Law Incubator & Policy (“BLIP”) January 2014 - June 2014
Stuart Weitzman, LLC August 2013 - January 2014
Bronx County Supreme Court, Criminal Term May 2013 - August 2013
Chanel Inc. August 2012 - April 2013
Dramatists Guild of America May 2012 - August 2012
Kristi Yamaguchi's Always Dream Foundation May 2010 - July 2011
ArthroCare Corporation July 2009 - November 2009
Sheppard Mullin Richter & Hampton LLP June 2008 - September 2008
Bear Stearns June 2007 - September 2007
Education
Brooklyn Law School 2011 — 2014
JD
Santa Clara University - Leavey School of Business 2005 — 2009
BSC
London Cass Business School 2008 — 2008
London College of Fashion 2008 — 2008
Spain Institute of European Studies 2007 — 2007
Wilbraham and Monson Academy 2001 — 2005
College Preparatory Diploma
Randall Giles Randall Giles's Bear Stearns Experience July 2001 - January 2002
Job Chief Financial Officer at Aluxai LLC
Industry Wireless
Experience
Aluxai LLC November 2008 - Present
Giles Venture Partners LLC January 2002 - Present
Bear Stearns July 2001 - January 2002
Nutripeak Inc. January 1999 - July 2000
Raytheon January 1997 - April 1999
Gerber Chile S.A. June 1994 - January 1997
Gerber Latin America May 1993 - June 1994
Skills
Divestitures, Planning, Supply Chain, M&A due diligence, Budgeting, Consolidation, Budgets, Finance, Due Diligence, Strategy, Forecasting, Financial Modeling, Project Planning, Business Planning, Mergers & Acquisitions, Financial Analysis, Analysis, New Business Development, Logistics, Corporate Finance, Start-ups
Education
London Business School 2000 — 2001
MSc, Masters in Finance
Pontificia Universidad Católica de Chile 1995 — 1997
ESAE, Executive MBA
University of Florida 1988 — 1993
BA, History / Business Administration
Aluxai LLC November 2008 - Present
Giles Venture Partners LLC January 2002 - Present
Bear Stearns July 2001 - January 2002
Nutripeak Inc. January 1999 - July 2000
Raytheon January 1997 - April 1999
Gerber Chile S.A. June 1994 - January 1997
Gerber Latin America May 1993 - June 1994
Skills
Divestitures, Planning, Supply Chain, M&A due diligence, Budgeting, Consolidation, Budgets, Finance, Due Diligence, Strategy, Forecasting, Financial Modeling, Project Planning, Business Planning, Mergers & Acquisitions, Financial Analysis, Analysis, New Business Development, Logistics, Corporate Finance, Start-ups
Education
London Business School 2000 — 2001
MSc, Masters in Finance
Pontificia Universidad Católica de Chile 1995 — 1997
ESAE, Executive MBA
University of Florida 1988 — 1993
BA, History / Business Administration
Rachel Cooper, CFA Rachel Cooper, CFA's Bear Stearns Experience July 2007 - April 2008
Job Director of Portfiolio Finance at Third Point LLC
Industry Investment Management
Experience
Third Point LLC January 2015 - Present
Third Point LLC April 2008 - December 2014
Bear Stearns July 2007 - April 2008
Skills
Finance, Hedge Funds, Equities, Fixed Income, Treasury, Cash Management, Project Management, Information Architecture, Database Design, SQL, User Interface Design, User Experience, VBA, Bloomberg, Data Analysis, Prime Brokerage, Microsoft Excel
Education
Lehigh University 2003 — 2007
Bachelor of Science (B.S.), Mechanical Engineering
General Assembly
Third Point LLC January 2015 - Present
Third Point LLC April 2008 - December 2014
Bear Stearns July 2007 - April 2008
Skills
Finance, Hedge Funds, Equities, Fixed Income, Treasury, Cash Management, Project Management, Information Architecture, Database Design, SQL, User Interface Design, User Experience, VBA, Bloomberg, Data Analysis, Prime Brokerage, Microsoft Excel
Education
Lehigh University 2003 — 2007
Bachelor of Science (B.S.), Mechanical Engineering
General Assembly
Daniel M. Rosenblum's Bear Stearns Experience August 2005 - August 2006
Job 21st Century Digital ®
Industry Information Technology and Services
Experience
21st Century Digital ® May 1996 - Present
21st Century Digital ® May 1996 - Present
Experience in: Legal/Compliance• Financial Services• Intellectual Property 2011 - April 2014
Macquarie Bank January 2009 - May 2009
New York County Lawyers Association 2009 - 2009
New York State Unified Court System January 2008 - May 2008
Financial Industry Regulatory Authority August 2007 - December 2007
Bear Stearns August 2005 - August 2006
Skills
General Administrative..., General Office Skills, Computer Proficiency, Legal Research, Microsoft Office, Office Administration, General Operations, Adobe, Trademarks, Analysis, Research, Intellectual Property, Banking Law, Creativity, Carpentry, Labor, Travel, Fitness, Trials, Corporate Governance, Appeals, AML, Civil Litigation, Due Diligence, Management, Legal Writing, Leadership, Litigation
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Masters of Business Administration, General Management
New York Law School 2006 — 2009
Juris Doctorate, Legal/Compliance, Financial Services, IP, Telecom
LIU Brooklyn 1991 — 1991
United Nations
21st Century Digital ® May 1996 - Present
21st Century Digital ® May 1996 - Present
Experience in: Legal/Compliance• Financial Services• Intellectual Property 2011 - April 2014
Macquarie Bank January 2009 - May 2009
New York County Lawyers Association 2009 - 2009
New York State Unified Court System January 2008 - May 2008
Financial Industry Regulatory Authority August 2007 - December 2007
Bear Stearns August 2005 - August 2006
Skills
General Administrative..., General Office Skills, Computer Proficiency, Legal Research, Microsoft Office, Office Administration, General Operations, Adobe, Trademarks, Analysis, Research, Intellectual Property, Banking Law, Creativity, Carpentry, Labor, Travel, Fitness, Trials, Corporate Governance, Appeals, AML, Civil Litigation, Due Diligence, Management, Legal Writing, Leadership, Litigation
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Masters of Business Administration, General Management
New York Law School 2006 — 2009
Juris Doctorate, Legal/Compliance, Financial Services, IP, Telecom
LIU Brooklyn 1991 — 1991
United Nations
Jennifer Killian Jennifer Killian's Bear Stearns Experience March 2006 - June 2008
Job Lead Analyst, CIA Operations at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson April 2015 - Present
Johnson & Johnson June 2009 - April 2015
JPMorgan Chase June 2008 - 2009
Bear Stearns March 2006 - June 2008
Ernst & Young August 2003 - February 2006
IBM January 2002 - June 2002
Skills
Internal Controls, Forecasting, Cross-functional Team..., Accounting, Finance, Financial Reporting, Auditing, Sarbanes-Oxley Act, Tax, Variance Analysis, Financial Statements, Analysis, Financial Analysis, Corporate Finance
Education
La Salle University 2010 — 2012
MBA
University of Scranton 1999 — 2003
B.S., Accounting, Finance
Johnson & Johnson April 2015 - Present
Johnson & Johnson June 2009 - April 2015
JPMorgan Chase June 2008 - 2009
Bear Stearns March 2006 - June 2008
Ernst & Young August 2003 - February 2006
IBM January 2002 - June 2002
Skills
Internal Controls, Forecasting, Cross-functional Team..., Accounting, Finance, Financial Reporting, Auditing, Sarbanes-Oxley Act, Tax, Variance Analysis, Financial Statements, Analysis, Financial Analysis, Corporate Finance
Education
La Salle University 2010 — 2012
MBA
University of Scranton 1999 — 2003
B.S., Accounting, Finance
Usman Dar Usman Dar's Bear Stearns Experience 2005 - 2008
Job Director, Oracle Database at First Data Corporation
Industry Facilities Services
Experience
First Data Corporation June 2014 - Present
Bank of America September 2009 - June 2014
Freddie Mac May 2009 - August 2009
JPMorgan Chase March 2008 - March 2009
Bear Stearns 2005 - 2008
Merrill Lynch 2000 - 2005
PaineWebber 1998 - 1999
Skills
Data Warehousing, Databases, SQL, Sybase, Oracle, Project Management, Performance Tuning, Disaster Recovery, Hadoop, ExaData, ZFS, BDA, Big Data, Netezza, ParAccel, ETL, Enterprise Architecture, DB2, Integration, Unix Shell Scripting, Database Design, Replication, Virtualization, VMware ESX, Storage Virtualization, SDLC, Cloud Computing, Sybase IQ, Unix, Sybase SQL Anywhere, Shell Scripting, Sybase Adaptive Server, Replication Technologies
Education
Lakehead University
Electrical Eng Tech, Electrical
University of Toronto
BSC, Computer & Math
First Data Corporation June 2014 - Present
Bank of America September 2009 - June 2014
Freddie Mac May 2009 - August 2009
JPMorgan Chase March 2008 - March 2009
Bear Stearns 2005 - 2008
Merrill Lynch 2000 - 2005
PaineWebber 1998 - 1999
Skills
Data Warehousing, Databases, SQL, Sybase, Oracle, Project Management, Performance Tuning, Disaster Recovery, Hadoop, ExaData, ZFS, BDA, Big Data, Netezza, ParAccel, ETL, Enterprise Architecture, DB2, Integration, Unix Shell Scripting, Database Design, Replication, Virtualization, VMware ESX, Storage Virtualization, SDLC, Cloud Computing, Sybase IQ, Unix, Sybase SQL Anywhere, Shell Scripting, Sybase Adaptive Server, Replication Technologies
Education
Lakehead University
Electrical Eng Tech, Electrical
University of Toronto
BSC, Computer & Math
Stuart Abramovitz Stuart Abramovitz's Bear Stearns Experience 1992 - 2008
Job Managing Director Corporate Development CLS Bank International
Industry Banking
Experience
CLS Bank International February 2011 - December 2014
GMAC Financial Services 2009 - 2010
JP Morgan 2008 - 2009
Bear Stearns 1992 - 2008
Lehman Brothers 1987 - 1992
Goldman Sachs 1983 - 1987
Arthur Young August 1979 - June 1983
Skills
Risk Management, Currency Futures, Product Development, Regulatory Affairs, CCP Central Clearing, Pricing Analysis, Derivatives, Precious Metals, Banking, Trading, Financial Risk, Middle Office, Commodity, FX Options, Hedge Funds, Financial Markets, Mergers & Acquisitions, Process Improvement, Hedging, Investments, Capital Markets, Asset Management, Fixed Income, Strategy, Management, Foreign Exchange, Finance
Education
Stanford University Graduate School of Business 1977 — 1979
MBA, Finance
Lafayette College 1973 — 1977
AB, Economics
CLS Bank International February 2011 - December 2014
GMAC Financial Services 2009 - 2010
JP Morgan 2008 - 2009
Bear Stearns 1992 - 2008
Lehman Brothers 1987 - 1992
Goldman Sachs 1983 - 1987
Arthur Young August 1979 - June 1983
Skills
Risk Management, Currency Futures, Product Development, Regulatory Affairs, CCP Central Clearing, Pricing Analysis, Derivatives, Precious Metals, Banking, Trading, Financial Risk, Middle Office, Commodity, FX Options, Hedge Funds, Financial Markets, Mergers & Acquisitions, Process Improvement, Hedging, Investments, Capital Markets, Asset Management, Fixed Income, Strategy, Management, Foreign Exchange, Finance
Education
Stanford University Graduate School of Business 1977 — 1979
MBA, Finance
Lafayette College 1973 — 1977
AB, Economics
Sam Pyo's Bear Stearns Experience 2002 - 2002
Job Real Estate & M&A Finance (President, UCLA Anderson OC)
Industry Banking
Experience
Bank of the West / BNP Paribas 2014 - Present
UCLA Anderson School of Management 2014 - Present
Global Aperture LLC 2012 - 2014
Madison Capital Partners 2010 - 2012
MX Viking Group / IK Investment Partners / Gryphon Investors 2005 - 2010
Citigroup 2004 - 2005
Wedbush Morgan Securities 2002 - 2003
Bear Stearns 2002 - 2002
Skills
Management, Management Consulting, Project Management, Business Planning, Nonprofits, Sales, Executive Management, Organizational..., Entrepreneurship, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
University of California, Irvine 1993 — 1997
Bachelor of Arts (B.A.), English Literature
Lancaster University 1995 — 1996
Study Abroad (United Kingdom)
Lakewood High School 1989 — 1993
Bank of the West / BNP Paribas 2014 - Present
UCLA Anderson School of Management 2014 - Present
Global Aperture LLC 2012 - 2014
Madison Capital Partners 2010 - 2012
MX Viking Group / IK Investment Partners / Gryphon Investors 2005 - 2010
Citigroup 2004 - 2005
Wedbush Morgan Securities 2002 - 2003
Bear Stearns 2002 - 2002
Skills
Management, Management Consulting, Project Management, Business Planning, Nonprofits, Sales, Executive Management, Organizational..., Entrepreneurship, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
University of California, Irvine 1993 — 1997
Bachelor of Arts (B.A.), English Literature
Lancaster University 1995 — 1996
Study Abroad (United Kingdom)
Lakewood High School 1989 — 1993
Kate von Seekamm Kate von Seekamm's Bear Stearns Experience July 2006 - November 2007
Job Vice President at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management November 2010 - Present
NYSE January 2010 - November 2010
NYFIX, Inc. November 2007 - January 2010
Bear Stearns July 2006 - November 2007
Education
Lehigh University 2002 — 2006
B.A., Economics
The London School of Economics and Political Science (LSE) 2004 — 2005
General Course, Mathematics
Goldman Sachs Asset Management November 2010 - Present
NYSE January 2010 - November 2010
NYFIX, Inc. November 2007 - January 2010
Bear Stearns July 2006 - November 2007
Education
Lehigh University 2002 — 2006
B.A., Economics
The London School of Economics and Political Science (LSE) 2004 — 2005
General Course, Mathematics
Jeff Kendrick's Bear Stearns Experience July 2001 - November 2007
Job Managing Director
Industry Capital Markets
Experience
Bear Stearns July 2001 - November 2007
EMC/Bear Stearns 2001 - 2007
Bear Stearns & Co, EMC Mortgage Corp. 2001 - 2007
First Franklin April 2001 - October 2006
Macroplay.com 1998 - 1999
Franklin First Financial 1991 - 1996
Education
Louisiana State University Health Sciences Center
Bear Stearns July 2001 - November 2007
EMC/Bear Stearns 2001 - 2007
Bear Stearns & Co, EMC Mortgage Corp. 2001 - 2007
First Franklin April 2001 - October 2006
Macroplay.com 1998 - 1999
Franklin First Financial 1991 - 1996
Education
Louisiana State University Health Sciences Center
Keith Fowler Keith Fowler's Bear Stearns Experience 1994 - 2008
Job Executive Director, US Institutional Equity Sales at Nomura Securities
Industry Financial Services
Experience
Nomura Securities June 2013 - Present
Susquehanna International Group June 2011 - May 2013
Deutsche Bank Securities October 2008 - April 2011
Bear Stearns 1994 - 2008
Kemper Securities, Inc 1992 - 1994
McDonald & Company Securities 1987 - 1992
Skills
Equities, Hedge Funds, Capital Markets, Valuation, Series 7, Portfolio Management
Education
Loyola University of Chicago 1991 — 1994
Master of Business Administration (MBA)
The University of Texas at Austin 1982 — 1986
BBA, Finance
Tom Clark High School - San Antonio, Texas 1979 — 1982
Nomura Securities June 2013 - Present
Susquehanna International Group June 2011 - May 2013
Deutsche Bank Securities October 2008 - April 2011
Bear Stearns 1994 - 2008
Kemper Securities, Inc 1992 - 1994
McDonald & Company Securities 1987 - 1992
Skills
Equities, Hedge Funds, Capital Markets, Valuation, Series 7, Portfolio Management
Education
Loyola University of Chicago 1991 — 1994
Master of Business Administration (MBA)
The University of Texas at Austin 1982 — 1986
BBA, Finance
Tom Clark High School - San Antonio, Texas 1979 — 1982
Jonathan Lasker Jonathan Lasker's Bear Stearns Experience 2006 - 2006
Job Associate at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. November 2010 - Present
Duff & Phelps July 2007 - November 2010
Bear Stearns 2006 - 2006
M&T Bank May 2005 - August 2005
Skills
Investment Banking, Mergers, Acquisitions, Financial Analysis, Financial Modeling, Valuation, DCF, LBO
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance
Oppenheimer & Co. November 2010 - Present
Duff & Phelps July 2007 - November 2010
Bear Stearns 2006 - 2006
M&T Bank May 2005 - August 2005
Skills
Investment Banking, Mergers, Acquisitions, Financial Analysis, Financial Modeling, Valuation, DCF, LBO
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance
Jim Cronin Jim Cronin's Bear Stearns Experience August 2005 - June 2008
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2011 - Present
Brookwood Financial July 2008 - June 2011
Bear Stearns August 2005 - June 2008
Deutsche Bank June 1996 - August 2003
Education
Yale University - Yale School of Management 2003 — 2005
Master of Business Administration (MBA), Finance
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
Don Bosco Prep 1988 — 1992
Credit Suisse July 2011 - Present
Brookwood Financial July 2008 - June 2011
Bear Stearns August 2005 - June 2008
Deutsche Bank June 1996 - August 2003
Education
Yale University - Yale School of Management 2003 — 2005
Master of Business Administration (MBA), Finance
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
Don Bosco Prep 1988 — 1992
Rocco Rizzo ITIL Certified Rocco Rizzo ITIL Certified's Bear Stearns Experience 1992 - 2000
Job Senior Infrastructure Implementation Engineer at Sirius XM Radio Inc.
Industry Information Services
Experience
Sirius XM Radio Inc. September 2015 - Present
Consolidated Data Services December 2011 - September 2015
Morgan Stanley August 2011 - November 2011
Forbes Media March 2009 - August 2011
CGS May 2008 - January 2009
IPG 2004 - 2008
Soros Fund Management April 2001 - January 2004
IBM Global Services September 2000 - March 2001
Bear Stearns 1992 - 2000
ADP 1984 - 1992
Skills
Process Improvement, IT Management, Project Management, Integration, Team Building, Leadership, Enterprise Software, Disaster Recovery, Management, Data Center, Vendor Management, Strategic Planning, IT Service Management, Active Directory, Budgets, Security, IT Strategy, IT Operations, Technical Support, Enterprise Architecture, Cloud Computing, Networking, SDLC, Software Documentation, Program Management, Business Analysis, Business Intelligence, Negotiation, Information Technology, System Administration, Visio, ITIL, VMware, Infrastructure, SharePoint, Virtualization, Servers, Client Relations, Customer Service, Team Leadership
Education
Laguardia Community College 1978 — 1980
Associates, Data Processing
Sirius XM Radio Inc. September 2015 - Present
Consolidated Data Services December 2011 - September 2015
Morgan Stanley August 2011 - November 2011
Forbes Media March 2009 - August 2011
CGS May 2008 - January 2009
IPG 2004 - 2008
Soros Fund Management April 2001 - January 2004
IBM Global Services September 2000 - March 2001
Bear Stearns 1992 - 2000
ADP 1984 - 1992
Skills
Process Improvement, IT Management, Project Management, Integration, Team Building, Leadership, Enterprise Software, Disaster Recovery, Management, Data Center, Vendor Management, Strategic Planning, IT Service Management, Active Directory, Budgets, Security, IT Strategy, IT Operations, Technical Support, Enterprise Architecture, Cloud Computing, Networking, SDLC, Software Documentation, Program Management, Business Analysis, Business Intelligence, Negotiation, Information Technology, System Administration, Visio, ITIL, VMware, Infrastructure, SharePoint, Virtualization, Servers, Client Relations, Customer Service, Team Leadership
Education
Laguardia Community College 1978 — 1980
Associates, Data Processing
Anthony Fuschetto Anthony Fuschetto's Bear Stearns Experience September 1999 - March 2000
Job CMCIC Securities GSN North America
Industry Financial Services
Experience
CM-CIC Securities - GSN North America May 2011 - Present
RBC Capital Markets June 2008 - November 2010
Toussaint Capital Partners August 2007 - November 2007
Investment Technology Group, Inc. May 2003 - May 2007
Investment Technology Group, Inc. March 2000 - May 2003
Bear Stearns September 1999 - March 2000
Bear Stearns April 1997 - August 1999
Skills
Program Trading, Equities, Options, Trading, Securities, Traders, Equity Trading, Electronic Trading, Series 7, Series 63, Bloomberg, Fidessa, Trading Systems, Financial Markets, Trading Strategies, Capital Markets, Equity Research, Stocks, Prime Brokerage, Investments, Hedge Funds, Back Office, Portfolio Management, Financial Risk, Equity Derivatives, Derivatives, Market Data, Asset Allocation, ETFs
Education
Long Island University
Bachelor of Science, Business Administration; Finance
New York Institute of Technology
Finance, General
CM-CIC Securities - GSN North America May 2011 - Present
RBC Capital Markets June 2008 - November 2010
Toussaint Capital Partners August 2007 - November 2007
Investment Technology Group, Inc. May 2003 - May 2007
Investment Technology Group, Inc. March 2000 - May 2003
Bear Stearns September 1999 - March 2000
Bear Stearns April 1997 - August 1999
Skills
Program Trading, Equities, Options, Trading, Securities, Traders, Equity Trading, Electronic Trading, Series 7, Series 63, Bloomberg, Fidessa, Trading Systems, Financial Markets, Trading Strategies, Capital Markets, Equity Research, Stocks, Prime Brokerage, Investments, Hedge Funds, Back Office, Portfolio Management, Financial Risk, Equity Derivatives, Derivatives, Market Data, Asset Allocation, ETFs
Education
Long Island University
Bachelor of Science, Business Administration; Finance
New York Institute of Technology
Finance, General
Matt Bieber's Bear Stearns Experience 2006 - 2007
Job Serial Entrepreneur Seedstage Investor
Industry Management Consulting
Experience
- 2013 - Present
Quantus 2011 - 2013
Rightsflow 2009 - 2011
InterviewStream 2007 - 2011
Originate Ventures 2007 - 2011
Bear Stearns 2006 - 2007
MMORPG Gaming Co August 1999 - November 2004
Skills
Financial Modeling, Management, Financial Analysis, Portfolio Management, Financial Risk, Analysis, Risk Management, Consulting, Financial Services, Investments, Venture Capital, Entrepreneurship, Business Services, Hiring, Finance, Data Analysis, Valuation, Microsoft Excel, Leadership, Start-ups, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration, MBA Candidate
Lehigh University
Bachelor's degree, Finance
- 2013 - Present
Quantus 2011 - 2013
Rightsflow 2009 - 2011
InterviewStream 2007 - 2011
Originate Ventures 2007 - 2011
Bear Stearns 2006 - 2007
MMORPG Gaming Co August 1999 - November 2004
Skills
Financial Modeling, Management, Financial Analysis, Portfolio Management, Financial Risk, Analysis, Risk Management, Consulting, Financial Services, Investments, Venture Capital, Entrepreneurship, Business Services, Hiring, Finance, Data Analysis, Valuation, Microsoft Excel, Leadership, Start-ups, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration, MBA Candidate
Lehigh University
Bachelor's degree, Finance
Alaina Masler Alaina Masler's Bear Stearns Experience June 2007 - August 2007
Job 2015 ProInspire Fellow & Coordinator, Learning Products at National 4H Council
Industry Nonprofit Organization Management
Experience
National 4-H Council July 2015 - Present
ProInspire July 2015 - Present
Market Street Trust Company April 2012 - April 2015
Market Street Trust Company November 2010 - April 2012
BDO USA, LLP August 2009 - October 2010
BDO USA, LLP June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Harris Beach PLLC June 2006 - August 2006
Skills
Analysis, Accounting, Financial Advisory, Financial Analysis, Public Speaking, Microsoft Excel, Wealth Management, Relationship Management, Communication Skills, Music Performance, Project Management, Estate Planning
Education
Lafayette College 2005 — 2009
A.B., Economics & Business; Spanish
National 4-H Council July 2015 - Present
ProInspire July 2015 - Present
Market Street Trust Company April 2012 - April 2015
Market Street Trust Company November 2010 - April 2012
BDO USA, LLP August 2009 - October 2010
BDO USA, LLP June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Harris Beach PLLC June 2006 - August 2006
Skills
Analysis, Accounting, Financial Advisory, Financial Analysis, Public Speaking, Microsoft Excel, Wealth Management, Relationship Management, Communication Skills, Music Performance, Project Management, Estate Planning
Education
Lafayette College 2005 — 2009
A.B., Economics & Business; Spanish
Barbara Kamholtz Foley's Bear Stearns Experience April 1995 - October 1997
Job
Industry Computer Software
Experience
Sungard May 2011 - Present
Sungard April 2010 - April 2011
CIBC Wealth Management January 2005 - December 2009
SunGard January 1999 - December 2004
Accruent/Westmark Harris December 1997 - December 1998
Bear Stearns April 1995 - October 1997
Credit Suisse First Boston February 1992 - March 1995
Oppenheimer & Co. January 1989 - February 1992
Skills
Business Analysis, Requirements Analysis, Software Project...
Education
Loyola Marymount University 1982 — 1987
BA - Business, Accounting
Sungard May 2011 - Present
Sungard April 2010 - April 2011
CIBC Wealth Management January 2005 - December 2009
SunGard January 1999 - December 2004
Accruent/Westmark Harris December 1997 - December 1998
Bear Stearns April 1995 - October 1997
Credit Suisse First Boston February 1992 - March 1995
Oppenheimer & Co. January 1989 - February 1992
Skills
Business Analysis, Requirements Analysis, Software Project...
Education
Loyola Marymount University 1982 — 1987
BA - Business, Accounting
David Herpers's Bear Stearns Experience May 2006 - May 2007
Job SVP, Omnichanel Sales and Engagement at US Bank
Industry Financial Services
Experience
US Bank May 2015 - Present
US Bank June 2013 - May 2015
US Bank July 2007 - May 2013
Bear Stearns May 2006 - May 2007
Amerisave May 2003 - May 2006
DeepGreen Bank 2002 - 2003
Bank of America 1998 - 2002
US Bank May 1995 - October 1998
First National Bank of the Lakes 1989 - 1995
Skills
Credit, Product Management, Marketing Strategy, Mortgage Lending, Banking, Consumer Lending, Pricing, Loans, Strategy, E-commerce, Loan Origination, Management, Finance, Commercial Lending, Sales Management, Business Development, Product Development, Portfolio Management, Marketing, Financial Services
Education
University of Minnesota - Carlson School of Management 1991 — 1995
MBA
University of Minnesota-Twin Cities 1989 — 1991
BS
Lehigh University 1987 — 1989
US Bank May 2015 - Present
US Bank June 2013 - May 2015
US Bank July 2007 - May 2013
Bear Stearns May 2006 - May 2007
Amerisave May 2003 - May 2006
DeepGreen Bank 2002 - 2003
Bank of America 1998 - 2002
US Bank May 1995 - October 1998
First National Bank of the Lakes 1989 - 1995
Skills
Credit, Product Management, Marketing Strategy, Mortgage Lending, Banking, Consumer Lending, Pricing, Loans, Strategy, E-commerce, Loan Origination, Management, Finance, Commercial Lending, Sales Management, Business Development, Product Development, Portfolio Management, Marketing, Financial Services
Education
University of Minnesota - Carlson School of Management 1991 — 1995
MBA
University of Minnesota-Twin Cities 1989 — 1991
BS
Lehigh University 1987 — 1989
Michael R Conners's Bear Stearns Experience October 1983 - June 1985
Job PM, prop trader, bunit mgr equities and equity derivatives
Industry Investment Management
Experience
Eventus Group June 2004 - Present
Wolverine Trading, LLC September 1999 - November 2003
Wolverine Trading 1999 - 2003
Agincourt Holdings, Inc June 1985 - September 1999
Bear Stearns October 1983 - June 1985
Education
The University of Chicago Booth School of Business 1991 — 1996
MBA
London Business School 1988 — 1988
Grad. Certificate
University of Pennsylvania - The Wharton School 1988 — 1988
Grad. Certificate
Eventus Group June 2004 - Present
Wolverine Trading, LLC September 1999 - November 2003
Wolverine Trading 1999 - 2003
Agincourt Holdings, Inc June 1985 - September 1999
Bear Stearns October 1983 - June 1985
Education
The University of Chicago Booth School of Business 1991 — 1996
MBA
London Business School 1988 — 1988
Grad. Certificate
University of Pennsylvania - The Wharton School 1988 — 1988
Grad. Certificate
Brad Andres's Bear Stearns Experience September 2004 - April 2006
Job
Industry Banking
Experience
Deutsche Bank May 2006 - January 2008
Bear Stearns September 2004 - April 2006
Lehman Brothers February 1992 - September 2004
Skills
Capital Markets, Securitization, Structured Finance, Investment Banking, ABS, Fixed Income, MBS, Structured Products, CDO, Financial Structuring, Hedge Funds, CMBS, Valuation, Derivatives, Asset Managment, Architectural Salvage, Interior Design, Liquidation, Antiques, Antique Restoration, Inventory Valuation
Education
Lehigh University 1987 — 1991
BA Economics
Deutsche Bank May 2006 - January 2008
Bear Stearns September 2004 - April 2006
Lehman Brothers February 1992 - September 2004
Skills
Capital Markets, Securitization, Structured Finance, Investment Banking, ABS, Fixed Income, MBS, Structured Products, CDO, Financial Structuring, Hedge Funds, CMBS, Valuation, Derivatives, Asset Managment, Architectural Salvage, Interior Design, Liquidation, Antiques, Antique Restoration, Inventory Valuation
Education
Lehigh University 1987 — 1991
BA Economics
Dennis Manalo's Bear Stearns Experience July 1998 - February 1999
Job Program Manager at Oracle Labs
Industry Information Technology and Services
Experience
Oracle 2011 - Present
St. Stephen's on the Green October 2010 - May 2011
Middlebury College September 2007 - October 2010
Salzburg Global Seminar March 2006 - May 2007
Bloomberg June 2005 - February 2006
Bloomberg September 2000 - June 2005
Digitas February 1999 - August 2000
Bear Stearns July 1998 - February 1999
National Basketball Association May 1996 - July 1998
National Basketball Association August 1995 - May 1996
Education
University of Hartford 1989 — 1990
MBA, International Business and Marketing
Loyola University Chicago 1983 — 1987
BBA, Marketing
Oracle 2011 - Present
St. Stephen's on the Green October 2010 - May 2011
Middlebury College September 2007 - October 2010
Salzburg Global Seminar March 2006 - May 2007
Bloomberg June 2005 - February 2006
Bloomberg September 2000 - June 2005
Digitas February 1999 - August 2000
Bear Stearns July 1998 - February 1999
National Basketball Association May 1996 - July 1998
National Basketball Association August 1995 - May 1996
Education
University of Hartford 1989 — 1990
MBA, International Business and Marketing
Loyola University Chicago 1983 — 1987
BBA, Marketing
Jeffrey Grendi's Bear Stearns Experience June 2004 - June 2007
Job
Industry Financial Services
Experience
NYPPEX Private Markets March 2015 - Present
J.P. Morgan September 2012 - March 2015
SS&C GlobeOp July 2007 - September 2012
Bear Stearns June 2004 - June 2007
Skills
Securities, Middle Office, Investments, Private Equity, Fund Accounting, Financial Services, Back Office, Bonds, Financial Markets, Trading Systems, Financial Reporting, Accounting, Account Reconciliation, Client Services, Microsoft Excel, Project Management, Cross-functional Team..., Due Diligence, Finance, Corporate Actions, Fund Of Funds, Team Leadership
Education
Long Island University, C.W. Post Campus
B.S., Finance
Pace University - Lubin School of Business
M.B.A, Investment Management
NYPPEX Private Markets March 2015 - Present
J.P. Morgan September 2012 - March 2015
SS&C GlobeOp July 2007 - September 2012
Bear Stearns June 2004 - June 2007
Skills
Securities, Middle Office, Investments, Private Equity, Fund Accounting, Financial Services, Back Office, Bonds, Financial Markets, Trading Systems, Financial Reporting, Accounting, Account Reconciliation, Client Services, Microsoft Excel, Project Management, Cross-functional Team..., Due Diligence, Finance, Corporate Actions, Fund Of Funds, Team Leadership
Education
Long Island University, C.W. Post Campus
B.S., Finance
Pace University - Lubin School of Business
M.B.A, Investment Management
Charles Goff's Bear Stearns Experience June 2003 - April 2005
Job at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank 2011 - 2012
Royal Bank of Scotland 2010 - 2011
Goldman Sachs Asset Management 2008 - 2009
Bear Stearns Asset Management April 2005 - February 2008
Bear Stearns June 2003 - April 2005
Bear Stearns January 2003 - June 2003
Bear Stearns August 2002 - January 2003
BP Amoco 1998 - 2000
Amoco Pipeline Company 1994 - 1998
Skills
Analysis, Banking, Credit Derivatives, Credit Risk, Cross-functional Team..., Derivatives, Finance, Fixed Income, Hedge Funds, Portfolio Management, Risk Management, Trading, Valuation, Mergers, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Lamar University
B.S., Electrical Engineering
Barclays Investment Bank 2011 - 2012
Royal Bank of Scotland 2010 - 2011
Goldman Sachs Asset Management 2008 - 2009
Bear Stearns Asset Management April 2005 - February 2008
Bear Stearns June 2003 - April 2005
Bear Stearns January 2003 - June 2003
Bear Stearns August 2002 - January 2003
BP Amoco 1998 - 2000
Amoco Pipeline Company 1994 - 1998
Skills
Analysis, Banking, Credit Derivatives, Credit Risk, Cross-functional Team..., Derivatives, Finance, Fixed Income, Hedge Funds, Portfolio Management, Risk Management, Trading, Valuation, Mergers, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Lamar University
B.S., Electrical Engineering
Sreenivas Nandi's Bear Stearns Experience November 2003 - December 2004
Job President at Colsh Consultants
Industry Information Technology and Services
Experience
colsh.com January 2008 - Present
Enterprise Solution Providers April 2006 - December 2007
Credit Suisse April 2006 - October 2007
Bank of New York Mellon July 2005 - March 2006
Merrill Lynch December 2004 - June 2005
Bear Stearns November 2003 - December 2004
AT&T December 2000 - November 2003
Skills
SDLC, SSRS, SSIS, SOA, .NET
Education
Koneru Lakshmaiah College of Engineering 1988 — 1992
B.Tech, Mechanical Engineering
Andhra Loyola College 1985 — 1987
Intermediate, MPC
colsh.com January 2008 - Present
Enterprise Solution Providers April 2006 - December 2007
Credit Suisse April 2006 - October 2007
Bank of New York Mellon July 2005 - March 2006
Merrill Lynch December 2004 - June 2005
Bear Stearns November 2003 - December 2004
AT&T December 2000 - November 2003
Skills
SDLC, SSRS, SSIS, SOA, .NET
Education
Koneru Lakshmaiah College of Engineering 1988 — 1992
B.Tech, Mechanical Engineering
Andhra Loyola College 1985 — 1987
Intermediate, MPC
Chuck Lief's Bear Stearns Experience January 1995 - January 2002
Job Insight Securities
Industry Financial Services
Experience
InSight Securities 2014 - 2015
GL Advisors August 2010 - July 2014
Broadridge Financial, Ridge Clearing & Outsourcing Solutions, Inc February 2002 - July 2010
Banc of America Securities 2002 - 2005
Bear Stearns January 1995 - January 2002
Pershing January 1986 - January 1995
Pershing/DLJ 1986 - 1994
Skills
Prime Brokerage, Management, Series 7, Sales, Series 63, Equities, Sales Process, Securities, Fixed Income, Financial Services, Mutual Funds, Series 24, FINRA, Hedge Funds, Options, Electronic Trading, Trading Systems, Alternative Investments, Capital Markets
Education
Lewis University 1982 — 1984
InSight Securities 2014 - 2015
GL Advisors August 2010 - July 2014
Broadridge Financial, Ridge Clearing & Outsourcing Solutions, Inc February 2002 - July 2010
Banc of America Securities 2002 - 2005
Bear Stearns January 1995 - January 2002
Pershing January 1986 - January 1995
Pershing/DLJ 1986 - 1994
Skills
Prime Brokerage, Management, Series 7, Sales, Series 63, Equities, Sales Process, Securities, Fixed Income, Financial Services, Mutual Funds, Series 24, FINRA, Hedge Funds, Options, Electronic Trading, Trading Systems, Alternative Investments, Capital Markets
Education
Lewis University 1982 — 1984
Dawn Gill, CMB's Bear Stearns Experience January 2007 - July 2007
Job Vice President, Mortgage Servicing Group Manager at Bank of America
Industry Financial Services
Experience
Bank of America August 2013 - Present
Bank of America July 2011 - Present
Bank of America July 2009 - July 2011
Bank of America August 2007 - July 2009
Countrywide August 2008 - March 2009
Bear Stearns January 2007 - July 2007
EMC Mortgage Corp February 2003 - January 2007
EMC Mortgage Corporation July 2002 - February 2003
Headway Staffing Corporation March 2001 - July 2002
Suntrust Mortgage 2001 - 2002
Skills
Loans, Mortgage Lending, Leadership, Process Improvement, Management, Mortgage Banking, Training, Loan Origination, Visio, Portfolio Management, Underwriting, Loan Servicing, Financial Risk, Business Objects, Financial Services, Microsoft Word, Outlook, Risk Management, Software Documentation, Vendor Management, Crystal Reports, Mortgage Servicing, Microsoft Excel
Education
Long Beach City College 1986 — 1990
Associates of Arts, Business
Issaquah High School 1983 — 1985
general
Bank of America August 2013 - Present
Bank of America July 2011 - Present
Bank of America July 2009 - July 2011
Bank of America August 2007 - July 2009
Countrywide August 2008 - March 2009
Bear Stearns January 2007 - July 2007
EMC Mortgage Corp February 2003 - January 2007
EMC Mortgage Corporation July 2002 - February 2003
Headway Staffing Corporation March 2001 - July 2002
Suntrust Mortgage 2001 - 2002
Skills
Loans, Mortgage Lending, Leadership, Process Improvement, Management, Mortgage Banking, Training, Loan Origination, Visio, Portfolio Management, Underwriting, Loan Servicing, Financial Risk, Business Objects, Financial Services, Microsoft Word, Outlook, Risk Management, Software Documentation, Vendor Management, Crystal Reports, Mortgage Servicing, Microsoft Excel
Education
Long Beach City College 1986 — 1990
Associates of Arts, Business
Issaquah High School 1983 — 1985
general
Kathy Kellerman's Bear Stearns Experience 1989 - 1991
Job VP, Director of Intermediary Distribution
Industry Financial Services
Experience
Loomis, Sayles & Company VP, Director Strategic Accounts GroupLoomis SaylesAugust 2011 - Present
Loomis Sayles 2007 - August 2011
Loomis Sayles 2000 - 2007
Credit Suisse First Boston 1994 - 1999
Smith Barney 1992 - 1994
Bear Stearns 1989 - 1991
Skills
Series 7, Series 63, Series 26, Mutual Funds, Collective Trusts, Broker-Dealer, RIAs, DCIO, Series 3, Intermediary Development, Relationship Management
Education
Lesley University
Masters
University of Mississippi
Loomis, Sayles & Company VP, Director Strategic Accounts GroupLoomis SaylesAugust 2011 - Present
Loomis Sayles 2007 - August 2011
Loomis Sayles 2000 - 2007
Credit Suisse First Boston 1994 - 1999
Smith Barney 1992 - 1994
Bear Stearns 1989 - 1991
Skills
Series 7, Series 63, Series 26, Mutual Funds, Collective Trusts, Broker-Dealer, RIAs, DCIO, Series 3, Intermediary Development, Relationship Management
Education
Lesley University
Masters
University of Mississippi
Constantin Andreae's Bear Stearns Experience 2002 - 2004
Job Director Offshore Regional Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2010 - Present
AllianceBernstein August 2007 - April 2011
Interventure Capital April 2007 - August 2007
American Express Bank 2004 - 2007
Bear Stearns 2002 - 2004
Lutron Electronics 1997 - 2000
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2002
MBA, Finance
Lafayette College 1992 — 1997
BS, Mechanical Engineering
Washington International High School
AllianceBernstein June 2010 - Present
AllianceBernstein August 2007 - April 2011
Interventure Capital April 2007 - August 2007
American Express Bank 2004 - 2007
Bear Stearns 2002 - 2004
Lutron Electronics 1997 - 2000
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2002
MBA, Finance
Lafayette College 1992 — 1997
BS, Mechanical Engineering
Washington International High School
Ilya Ditlya's Bear Stearns Experience June 2004 - October 2005
Job
Industry Investment Management
Experience
FEP January 2012 - October 2014
Forbes Family Trust/LGL Partners March 2011 - January 2012
UBS February 2008 - March 2011
Merrill Lynch Private Banking October 2005 - July 2006
Bear Stearns June 2004 - October 2005
Merrill Lynch Private Banking June 2000 - February 2004
Skills
Hedge Funds, Alternative Investments, Private Equity, Investment Advisory, Private Banking, Equity Trading, Family Office, Asset Allocation, Asset Management, Capital Markets, Equities, Finance, Fixed Income, Investment Banking, Investment Strategies, Investments, Portfolio Management, Securities, Series 7, Venture Capital, Wealth Management, Investment Management
Education
Lehigh University 1995 — 1999
BS
Dwight Englewood 1990 — 1995
FEP January 2012 - October 2014
Forbes Family Trust/LGL Partners March 2011 - January 2012
UBS February 2008 - March 2011
Merrill Lynch Private Banking October 2005 - July 2006
Bear Stearns June 2004 - October 2005
Merrill Lynch Private Banking June 2000 - February 2004
Skills
Hedge Funds, Alternative Investments, Private Equity, Investment Advisory, Private Banking, Equity Trading, Family Office, Asset Allocation, Asset Management, Capital Markets, Equities, Finance, Fixed Income, Investment Banking, Investment Strategies, Investments, Portfolio Management, Securities, Series 7, Venture Capital, Wealth Management, Investment Management
Education
Lehigh University 1995 — 1999
BS
Dwight Englewood 1990 — 1995
Cymbor, Donald's Bear Stearns Experience March 2003 - December 2006
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2006 - Present
Bear Stearns March 2003 - December 2006
Education
Loyola University Maryland 1998 — 2002
Goldman Sachs December 2006 - Present
Bear Stearns March 2003 - December 2006
Education
Loyola University Maryland 1998 — 2002
Kimberly Helms-Smith's Bear Stearns Experience August 2000 - May 2004
Job Teacher2nd Grade at Commack School District
Industry Education Management
Experience
Commack School District September 2006 - Present
Bear Stearns August 2000 - May 2004
Network Plus 1998 - 2000
TCG 1995 - 1998
Education
LIU Post 2002 — 2004
Masters Education, Education
Springfield College 1991 — 1995
Immaculate Heart Academy 1987 — 1991
Commack School District September 2006 - Present
Bear Stearns August 2000 - May 2004
Network Plus 1998 - 2000
TCG 1995 - 1998
Education
LIU Post 2002 — 2004
Masters Education, Education
Springfield College 1991 — 1995
Immaculate Heart Academy 1987 — 1991
Elissa Cerruto's Bear Stearns Experience June 2005 - August 2005
Job Senior Financial Analyst at Medco
Industry Media Production
Bradley Marks's Bear Stearns Experience May 2000 - July 2004
Job Senior Vice President Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2004 - Present
Bear Stearns May 2000 - July 2004
Education
Lehigh University - College of Business and Economics 1996 — 2000
Bachelor of Science (B.S.), Finance
Morgan Stanley Wealth Management July 2004 - Present
Bear Stearns May 2000 - July 2004
Education
Lehigh University - College of Business and Economics 1996 — 2000
Bachelor of Science (B.S.), Finance
Jerry Nestor's Bear Stearns Experience 1980 - 1989
Job Senior Branch Manager and Hiring Manager at Liberty Mutual Group, City of Chicago Branch
Industry Insurance
Experience
Liberty Mutual Group February 1995 - Present
U.S. Army/Army Reserve 1981 - 2008
Bear Stearns 1980 - 1989
Skills
Sales, Underwriting, Insurance, Military, Management, Casualty, Employee Training, Leadership, Life Insurance, Negotiation, Commercial Insurance, Business Analysis, Marketing, Health Insurance, Employee Benefits, Coaching, Sales Management, Property & Casualty..., Customer Service, Training, Legal Liability, Call Centers, General Insurance, Term Life Insurance, Human Resources, Claim, Fixed Annuities, Vendor Management, Customer Retention, Risk Management, Recruiting, Financial Services, Employee Relations, Business Process..., Customer Satisfaction, Disability Insurance, Leadership Development, Process Improvement, Team Leadership, Team Building, Account Management, Brokers, Cold Calling, Operations Management, Workers Compensation, Umbrella Insurance, Claims Management, Performance Management, New Business Development, Strategic Planning
Education
Long Island University, Brooklyn Campus 1981 — 1985
MBA, Operations Management
PS 122
Steinway Junior High School
Liberty Mutual Group February 1995 - Present
U.S. Army/Army Reserve 1981 - 2008
Bear Stearns 1980 - 1989
Skills
Sales, Underwriting, Insurance, Military, Management, Casualty, Employee Training, Leadership, Life Insurance, Negotiation, Commercial Insurance, Business Analysis, Marketing, Health Insurance, Employee Benefits, Coaching, Sales Management, Property & Casualty..., Customer Service, Training, Legal Liability, Call Centers, General Insurance, Term Life Insurance, Human Resources, Claim, Fixed Annuities, Vendor Management, Customer Retention, Risk Management, Recruiting, Financial Services, Employee Relations, Business Process..., Customer Satisfaction, Disability Insurance, Leadership Development, Process Improvement, Team Leadership, Team Building, Account Management, Brokers, Cold Calling, Operations Management, Workers Compensation, Umbrella Insurance, Claims Management, Performance Management, New Business Development, Strategic Planning
Education
Long Island University, Brooklyn Campus 1981 — 1985
MBA, Operations Management
PS 122
Steinway Junior High School
Brad Lawliss's Bear Stearns Experience April 1992 - May 2005
Job Director of Sales
Industry Oil & Energy
Experience
NWNGS LLC January 2014 - Present
Oregon College of Art & Craft January 2013 - Present
NW Natural Gas Storage LLC March 2010 - March 2011
NW Natural September 2008 - April 2010
Gerding Edlen Development June 2006 - June 2008
Bear Stearns April 1992 - May 2005
Skills
Strategic Planning, Contract Negotiation, Business Development, Business Strategy, Financial Modeling, Marketing Strategy, Strategy, Mergers & Acquisitions, New Business Development, Project Management, Financial Analysis, Entrepreneurship, Sales, Start-ups, Management
Education
Lehigh University 1987 — 1991
Bachelor of Arts (B.A.), Economics
The Lawrenceville School 1984 — 1987
Diploma, High School/Secondary Diplomas and Certificates
NWNGS LLC January 2014 - Present
Oregon College of Art & Craft January 2013 - Present
NW Natural Gas Storage LLC March 2010 - March 2011
NW Natural September 2008 - April 2010
Gerding Edlen Development June 2006 - June 2008
Bear Stearns April 1992 - May 2005
Skills
Strategic Planning, Contract Negotiation, Business Development, Business Strategy, Financial Modeling, Marketing Strategy, Strategy, Mergers & Acquisitions, New Business Development, Project Management, Financial Analysis, Entrepreneurship, Sales, Start-ups, Management
Education
Lehigh University 1987 — 1991
Bachelor of Arts (B.A.), Economics
The Lawrenceville School 1984 — 1987
Diploma, High School/Secondary Diplomas and Certificates
Becky Odlozil's Bear Stearns Experience 2006 - 2008
Job Risk Oversight Manager at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase November 2012 - Present
JP Morgan Chase 2009 - 2011
EMC Mortgage Corp / JPMOrgan Chase May 2008 - July 2009
Bear Stearns 2006 - 2008
Skills
Mortgage, Asset Management, Valuation, Financial Analysis, Securities, Audit, Quality Auditing, Compliance auditing, Mortgage Lending, Auditing, Loans, Accounting, Sarbanes-Oxley Act, Financial Services, Asset Managment, Financial Modeling, Risk Management, Capital Markets, Fixed Income
Education
Louisiana State University
BS, Psychology / Sociology
University of New Orleans
MBA, Economics / Finance
JP Morgan Chase November 2012 - Present
JP Morgan Chase 2009 - 2011
EMC Mortgage Corp / JPMOrgan Chase May 2008 - July 2009
Bear Stearns 2006 - 2008
Skills
Mortgage, Asset Management, Valuation, Financial Analysis, Securities, Audit, Quality Auditing, Compliance auditing, Mortgage Lending, Auditing, Loans, Accounting, Sarbanes-Oxley Act, Financial Services, Asset Managment, Financial Modeling, Risk Management, Capital Markets, Fixed Income
Education
Louisiana State University
BS, Psychology / Sociology
University of New Orleans
MBA, Economics / Finance
Hoyt Peters's Bear Stearns Experience August 1985 - July 1997
Job Vice Presidend at AST Fund Solutions
Industry Capital Markets
Experience
AST Fund Solutions April 2013 - Present
Ultimus Fund Solutions, LLC November 2009 - March 2013
Stillwater Trade Capital June 2007 - October 2009
Cohen & Steers July 1997 - May 2007
Bear Stearns August 1985 - July 1997
Skills
Mutual Funds, Fixed Income, Equities, Series 7, Capital Markets, Asset Managment, Hedge Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Bloomberg
Education
LIU Post 2002 — 2004
MBA, Management
Stony Brook University 1981 — 1985
BA, Economics
AST Fund Solutions April 2013 - Present
Ultimus Fund Solutions, LLC November 2009 - March 2013
Stillwater Trade Capital June 2007 - October 2009
Cohen & Steers July 1997 - May 2007
Bear Stearns August 1985 - July 1997
Skills
Mutual Funds, Fixed Income, Equities, Series 7, Capital Markets, Asset Managment, Hedge Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Bloomberg
Education
LIU Post 2002 — 2004
MBA, Management
Stony Brook University 1981 — 1985
BA, Economics
Alyssa Ferenz's Bear Stearns Experience August 2003 - October 2004
Job VP Finance at Boulder Brands
Industry Consumer Goods
Experience
Boulder Brands May 2014 - Present
Little Secrets, LLC April 2015 - Present
EVOL Foods May 2013 - April 2014
EVOL Foods April 2009 - May 2013
NYU Stern School of Business 2007 - August 2010
Bear Naked 2005 - 2008
Bear Stearns August 2003 - October 2004
Skills
Forecasting, Financial Modeling, Competitive Analysis, Strategic Planning, Financial Analysis, Start-ups, Corporate Finance, Business Strategy, Due Diligence, Valuation, Cross-functional Team..., Market Research, Consumer Products, Strategic Financial..., Product Development, Budgets, Entrepreneurship
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance & Entrepreneurship
Lafayette College 1999 — 2003
Bachelor of Arts, Math, Art
Boulder Brands May 2014 - Present
Little Secrets, LLC April 2015 - Present
EVOL Foods May 2013 - April 2014
EVOL Foods April 2009 - May 2013
NYU Stern School of Business 2007 - August 2010
Bear Naked 2005 - 2008
Bear Stearns August 2003 - October 2004
Skills
Forecasting, Financial Modeling, Competitive Analysis, Strategic Planning, Financial Analysis, Start-ups, Corporate Finance, Business Strategy, Due Diligence, Valuation, Cross-functional Team..., Market Research, Consumer Products, Strategic Financial..., Product Development, Budgets, Entrepreneurship
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance & Entrepreneurship
Lafayette College 1999 — 2003
Bachelor of Arts, Math, Art
Deirdre Harrington's Bear Stearns Experience July 2001 - October 2007
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2009 - Present
Farmingdale State University of New York November 2008 - September 2009
Bear Stearns July 2001 - October 2007
Education
Loyola University Maryland 1997 — 2001
BBA, Business Economics
Credit Suisse October 2009 - Present
Farmingdale State University of New York November 2008 - September 2009
Bear Stearns July 2001 - October 2007
Education
Loyola University Maryland 1997 — 2001
BBA, Business Economics
William McNamara, CPA, MBA's Bear Stearns Experience 2006 - 2007
Job Senior Business Analyst at Milestone Consulting Inc
Industry Financial Services
Experience
Milestone Consulting Inc September 2013 - Present
Morgan Clarke Consulting November 2011 - August 2013
Citi 2012 - 2013
WR Group Holdings, LP 2010 - December 2011
Milestone 2010 - 2010
Broadpoint Securities 2008 - 2010
Bear Stearns 2006 - 2007
Dresdner Bank 2004 - 2006
JP Morgan Chase 1999 - 2004
Barclays Capital 1998 - 1999
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Alternative Investments, Analysis, Asset Allocation, Asset Managment, Banking, Bloomberg, Bonds, Business Analysis, Corporate Finance, Credit, Credit Derivatives, Derivatives, Due Diligence, Electronic Trading, Emerging Markets, Equity Derivatives, Equity Trading, Finance, FX Options, Financial Markets, Financial Modeling, Financial Structuring, Financial Services, Financial Risk, Financial Analysis, MBS, Investments, Interest Rate..., Fund Of Funds, Management Consulting, Market Risk, Management, Internal Controls, Middle Office, Mergers, Prime Brokerage, Private Equity, Risk Management, Product Control, Securities, Strategic Financial..., Structured Finance, Securitization, Valuation, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1996 — 1996
MBA, Finance/Economics
Lehigh University 1983 — 1987
BS, Accounting
Bergen Catholic 1979 — 1983
Milestone Consulting Inc September 2013 - Present
Morgan Clarke Consulting November 2011 - August 2013
Citi 2012 - 2013
WR Group Holdings, LP 2010 - December 2011
Milestone 2010 - 2010
Broadpoint Securities 2008 - 2010
Bear Stearns 2006 - 2007
Dresdner Bank 2004 - 2006
JP Morgan Chase 1999 - 2004
Barclays Capital 1998 - 1999
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Alternative Investments, Analysis, Asset Allocation, Asset Managment, Banking, Bloomberg, Bonds, Business Analysis, Corporate Finance, Credit, Credit Derivatives, Derivatives, Due Diligence, Electronic Trading, Emerging Markets, Equity Derivatives, Equity Trading, Finance, FX Options, Financial Markets, Financial Modeling, Financial Structuring, Financial Services, Financial Risk, Financial Analysis, MBS, Investments, Interest Rate..., Fund Of Funds, Management Consulting, Market Risk, Management, Internal Controls, Middle Office, Mergers, Prime Brokerage, Private Equity, Risk Management, Product Control, Securities, Strategic Financial..., Structured Finance, Securitization, Valuation, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1996 — 1996
MBA, Finance/Economics
Lehigh University 1983 — 1987
BS, Accounting
Bergen Catholic 1979 — 1983
Dana Baber's Bear Stearns Experience 2006 - 2008
Job Financial Services Technology Professional
Industry Financial Services
Experience
JP Morgan June 2008 - January 2015
Bear Stearns 2006 - 2008
Morgan Stanley 2004 - 2006
Kestrel Technologies 1998 - 2004
Skills
Acquisition Integration, Valuation, Capital Markets, Derivatives, Investment Banking, Fixed Income, Hedge Funds, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Lafayette College 1986 — 1990
BA, Economics & Business
JP Morgan June 2008 - January 2015
Bear Stearns 2006 - 2008
Morgan Stanley 2004 - 2006
Kestrel Technologies 1998 - 2004
Skills
Acquisition Integration, Valuation, Capital Markets, Derivatives, Investment Banking, Fixed Income, Hedge Funds, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Lafayette College 1986 — 1990
BA, Economics & Business
Victoria Gorelik's Bear Stearns Experience June 2006 - April 2007
Job Senior QA Analyst
Industry Computer Software
Experience
Lehman Brothers 2007 - 2008
Bear Stearns June 2006 - April 2007
SIAC June 2000 - April 2006
AT & T November 1998 - May 2000
Education
Kyiv Engineering Technical Institute
Lehman Brothers 2007 - 2008
Bear Stearns June 2006 - April 2007
SIAC June 2000 - April 2006
AT & T November 1998 - May 2000
Education
Kyiv Engineering Technical Institute
patrick guidera's Bear Stearns Experience 1997 - 2001
Job at Bloomberg
Industry Financial Services
Experience
Bloomberg July 2008 - Present
SunTrust Robinson Humphrey 2006 - 2008
Fortis Financial Group 2003 - 2006
Societe Generale US 2002 - 2003
Bear Stearns 1997 - 2001
Skills
Fixed Income, ABS, Structured Products, Bloomberg, MBS, Hedge Funds, CDO, Bonds, Capital Markets, Market Data, Derivatives, Securities, Residential Mortgages, Pricing Analysis, Market Pricing
Education
Lehigh University 1992 — 1996
Bachelor of Science (BS), Finance, General
Bloomberg July 2008 - Present
SunTrust Robinson Humphrey 2006 - 2008
Fortis Financial Group 2003 - 2006
Societe Generale US 2002 - 2003
Bear Stearns 1997 - 2001
Skills
Fixed Income, ABS, Structured Products, Bloomberg, MBS, Hedge Funds, CDO, Bonds, Capital Markets, Market Data, Derivatives, Securities, Residential Mortgages, Pricing Analysis, Market Pricing
Education
Lehigh University 1992 — 1996
Bachelor of Science (BS), Finance, General
Patricia Marckesano's Bear Stearns Experience February 2007 - May 2008
Job at JPMorgan Chase
Industry Law Practice
Experience
JPMorgan Chase May 2008 - Present
Bear Stearns February 2007 - May 2008
Shearman and Sterling October 2004 - January 2007
Education
Villanova University School of Law 2001 — 2004
Lehigh University 1997 — 2001
JPMorgan Chase May 2008 - Present
Bear Stearns February 2007 - May 2008
Shearman and Sterling October 2004 - January 2007
Education
Villanova University School of Law 2001 — 2004
Lehigh University 1997 — 2001
Linda Sakowitz's Bear Stearns Experience August 1993 - March 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan March 2008 - Present
Bear Stearns August 1993 - March 2008
Chancellor Capital Management 1990 - 1992
National Football League 1986 - 1990
Education
West Chester University of Pennsylvania 1985 — 1986
English
Lafayette College 1981 — 1985
JP Morgan March 2008 - Present
Bear Stearns August 1993 - March 2008
Chancellor Capital Management 1990 - 1992
National Football League 1986 - 1990
Education
West Chester University of Pennsylvania 1985 — 1986
English
Lafayette College 1981 — 1985
Olivia Golden's Bear Stearns Experience July 1999 - February 2003
Job Owner, Double G Stables
Industry Sports
Experience
Double G Stables 2003 - Present
Stratesight April 2008 - January 2010
Bear Stearns July 1999 - February 2003
Brown Brothers Harriman 1998 - 1999
Geller & Company 1996 - 1998
Skills
Strategy, Financial Services, Consulting, Business Planning, Corporate Development, Horse Training, Riding Instruction, Sales
Education
Lehigh University 1991 — 1995
B.S., Finance
Double G Stables 2003 - Present
Stratesight April 2008 - January 2010
Bear Stearns July 1999 - February 2003
Brown Brothers Harriman 1998 - 1999
Geller & Company 1996 - 1998
Skills
Strategy, Financial Services, Consulting, Business Planning, Corporate Development, Horse Training, Riding Instruction, Sales
Education
Lehigh University 1991 — 1995
B.S., Finance
Craig Mineard's Bear Stearns Experience 2001 - 2008
Job Managing Director, Jefferies
Industry Investment Banking
Experience
Jefferies & Co. February 2015 - Present
Bear Stearns 2001 - 2008
One Little Indian Records 1994 - 1999
Education
London Business School 1999 — 2001
EMBA
Jefferies & Co. February 2015 - Present
Bear Stearns 2001 - 2008
One Little Indian Records 1994 - 1999
Education
London Business School 1999 — 2001
EMBA
burt moskowitz's Bear Stearns Experience October 1989 - August 2008
Job Senior Audit Manager at AIG
Industry Financial Services
Experience
AIG January 2015 - Present
Moskowitz & Simons January 2010 - Present
Halliday Financial, LLC December 2012 - December 2014
Deloitte & Touche September 2008 - January 2010
Bear Stearns October 1989 - August 2008
Prudential Bache Securities 1983 - 1989
Skills
Equities, Insurance, Capital Markets, Enterprise Risk..., Fixed Income, Risk Management, Derivatives, Due Diligence, Securities, Internal Audit, Financial Risk, Operational Risk, Operational Risk..., Sarbanes-Oxley Act, Financial Analysis
Education
Long Island University, C.W. Post Campus 1976 — 1978
BS, Accounting
AIG January 2015 - Present
Moskowitz & Simons January 2010 - Present
Halliday Financial, LLC December 2012 - December 2014
Deloitte & Touche September 2008 - January 2010
Bear Stearns October 1989 - August 2008
Prudential Bache Securities 1983 - 1989
Skills
Equities, Insurance, Capital Markets, Enterprise Risk..., Fixed Income, Risk Management, Derivatives, Due Diligence, Securities, Internal Audit, Financial Risk, Operational Risk, Operational Risk..., Sarbanes-Oxley Act, Financial Analysis
Education
Long Island University, C.W. Post Campus 1976 — 1978
BS, Accounting
Ariadne Capsis's Bear Stearns Experience March 1993 - June 2008
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2013 - Present
JPMorgan July 2008 - June 2013
Bear Stearns March 1993 - June 2008
Price Waterhouse September 1990 - March 1993
Skills
Fixed Income, Derivatives, Hedge Funds, Credit Derivatives, Prime Brokerage, Equities, Investment Banking, Capital Markets, Equity Derivatives, Securities, Management, Structured Products, Bloomberg, Swaps, Middle Office, Finance, Trading Systems
Education
Lafayette College 1986 — 1990
Bachelor of Arts (BA), Economics & Business with a concentration in Accounting
JPMorgan Chase July 2013 - Present
JPMorgan July 2008 - June 2013
Bear Stearns March 1993 - June 2008
Price Waterhouse September 1990 - March 1993
Skills
Fixed Income, Derivatives, Hedge Funds, Credit Derivatives, Prime Brokerage, Equities, Investment Banking, Capital Markets, Equity Derivatives, Securities, Management, Structured Products, Bloomberg, Swaps, Middle Office, Finance, Trading Systems
Education
Lafayette College 1986 — 1990
Bachelor of Arts (BA), Economics & Business with a concentration in Accounting
Anthony Nardella's Bear Stearns Experience September 1995 - May 2008
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan May 2008 - Present
Bear Stearns September 1995 - May 2008
Skills
Fixed Income, Capital Markets, Hedge Funds, Equities, Derivatives, Securities, Prime Brokerage, Investment Banking, Series 7, Valuation, Financial Modeling, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Lehigh University - College of Business and Economics 1988 — 1992
BS
JP Morgan May 2008 - Present
Bear Stearns September 1995 - May 2008
Skills
Fixed Income, Capital Markets, Hedge Funds, Equities, Derivatives, Securities, Prime Brokerage, Investment Banking, Series 7, Valuation, Financial Modeling, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Lehigh University - College of Business and Economics 1988 — 1992
BS
James Shiles's Bear Stearns Experience 1999 - 2007
Job Chief Operating Officer, Guggenheim Commercial Real Estate Finance
Industry Real Estate
Experience
Guggenheim Partners February 2011 - Present
Morgan Stanley 2007 - February 2011
Bear Stearns 1999 - 2007
National Discount Brokers 1998 - 1999
EY 1995 - 1998
Education
LIU Post 1993 — 1997
Bachelor's degree
Guggenheim Partners February 2011 - Present
Morgan Stanley 2007 - February 2011
Bear Stearns 1999 - 2007
National Discount Brokers 1998 - 1999
EY 1995 - 1998
Education
LIU Post 1993 — 1997
Bachelor's degree
Tarchia Ebanks's Bear Stearns Experience July 2002 - May 2008
Job Executive Administrative Assistant, JP Morgan Chase & Co.
Industry Financial Services
Experience
JP Morgan Chase & Co. May 2008 - Present
Bear Stearns July 2002 - May 2008
PR Newswire March 1999 - September 2001
PR Newswire September 1997 - March 1999
Education
LIU Post 1993 — 1997
Bachelor's Degree
Brooklyn Technical High School 1989 — 1993
High School
JP Morgan Chase & Co. May 2008 - Present
Bear Stearns July 2002 - May 2008
PR Newswire March 1999 - September 2001
PR Newswire September 1997 - March 1999
Education
LIU Post 1993 — 1997
Bachelor's Degree
Brooklyn Technical High School 1989 — 1993
High School
Brett Benson's Bear Stearns Experience December 2000 - February 2007
Job President, Ursus Advisors and Managing Director, RockTop Partners
Industry Financial Services
Experience
Black Knight Financial Services Data & Analytics April 2014 - May 2015
CoreLogic June 2010 - March 2014
First American Title March 2007 - June 2010
Bear Stearns December 2000 - February 2007
Skills
Capital Markets, Analytics, Asset Managment, Credit, Default, Finance, Financial Services, Loans, Loss Mitigation, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Portfolio Management, Risk Management, Strategy, Valuation, Asset Management
Education
Louisiana State University 1993 — 1998
Mathematics and Business - Concentration Finance and Statistics
Black Knight Financial Services Data & Analytics April 2014 - May 2015
CoreLogic June 2010 - March 2014
First American Title March 2007 - June 2010
Bear Stearns December 2000 - February 2007
Skills
Capital Markets, Analytics, Asset Managment, Credit, Default, Finance, Financial Services, Loans, Loss Mitigation, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Portfolio Management, Risk Management, Strategy, Valuation, Asset Management
Education
Louisiana State University 1993 — 1998
Mathematics and Business - Concentration Finance and Statistics
Christopher Siska's Bear Stearns Experience June 2007 - August 2008
Job Director, Investment Banking at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company February 2013 - Present
Dahlman Rose & Co. February 2010 - February 2013
Dahlman Rose & Co. November 2008 - February 2010
Bear Stearns June 2007 - August 2008
Bear Stearns February 2005 - June 2007
Bear Stearns June 2003 - February 2005
Skills
Corporate Finance, Capital Markets, Cross-border..., Mergers, Valuation, Comparative Analysis, DCF, Mining, Metals, Precious Metals, Canada, High Yield, Series 7, Investments, Fixed Income, Series 63, Investment Banking, Equity Capital Markets, Equities, Hedge Funds, Mergers & Acquisitions, Equity Research, LBO, Finance, Financial Modeling
Education
Loyola College in Maryland 1999 — 2003
BA, Finance
Cowen and Company February 2013 - Present
Dahlman Rose & Co. February 2010 - February 2013
Dahlman Rose & Co. November 2008 - February 2010
Bear Stearns June 2007 - August 2008
Bear Stearns February 2005 - June 2007
Bear Stearns June 2003 - February 2005
Skills
Corporate Finance, Capital Markets, Cross-border..., Mergers, Valuation, Comparative Analysis, DCF, Mining, Metals, Precious Metals, Canada, High Yield, Series 7, Investments, Fixed Income, Series 63, Investment Banking, Equity Capital Markets, Equities, Hedge Funds, Mergers & Acquisitions, Equity Research, LBO, Finance, Financial Modeling
Education
Loyola College in Maryland 1999 — 2003
BA, Finance
Nicholas H. Anderson, CFA's Bear Stearns Experience June 2004 - June 2006
Job Vice President at Summit Rock Advisors
Industry Investment Management
Experience
Summit Rock Advisors February 2013 - Present
Willett Advisors December 2009 - December 2012
Quadrangle Group July 2008 - December 2009
Bear Stearns Asset Management June 2006 - June 2008
Bear Stearns June 2004 - June 2006
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS, Accounting
UNSW Australia 2002 — 2003
Study Abroad Program, International Business
Thayer Academy 1997 — 2000
Summit Rock Advisors February 2013 - Present
Willett Advisors December 2009 - December 2012
Quadrangle Group July 2008 - December 2009
Bear Stearns Asset Management June 2006 - June 2008
Bear Stearns June 2004 - June 2006
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS, Accounting
UNSW Australia 2002 — 2003
Study Abroad Program, International Business
Thayer Academy 1997 — 2000
Micaela Couch Sternowski's Bear Stearns Experience 2006 - 2008
Job SAHM
Industry Investment Banking
Experience
Credit Suisse Securities LLC June 2008 - September 2013
Bear Stearns 2006 - 2008
Commonfund 2004 - 2006
Skills
Hedge Funds, Fixed Income, Prime Brokerage, Derivatives, Equities, Trading Systems, Trading, Securities, Options, Middle Office, Investment Banking, Equity Derivatives, Electronic Trading, Capital Markets, Bloomberg, Alternative Investments
Education
La Salle University 1999 — 2003
Credit Suisse Securities LLC June 2008 - September 2013
Bear Stearns 2006 - 2008
Commonfund 2004 - 2006
Skills
Hedge Funds, Fixed Income, Prime Brokerage, Derivatives, Equities, Trading Systems, Trading, Securities, Options, Middle Office, Investment Banking, Equity Derivatives, Electronic Trading, Capital Markets, Bloomberg, Alternative Investments
Education
La Salle University 1999 — 2003
Michele Piorkowski's Bear Stearns Experience September 1998 - March 2008
Job Head of Bank Loan Closing at King Street Capital Management
Industry Investment Management
Experience
King Street Capital Management July 2008 - Present
Bear Stearns September 1998 - March 2008
Education
Lake Forest College 1985 — 1989
BA, Psychology
Choate Rosemary Hall 1982 — 1985
High School
King Street Capital Management July 2008 - Present
Bear Stearns September 1998 - March 2008
Education
Lake Forest College 1985 — 1989
BA, Psychology
Choate Rosemary Hall 1982 — 1985
High School
Garssen Wong's Bear Stearns Experience March 2003 - August 2008
Job Associate Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets October 2012 - Present
**** July 2010 - October 2012
Bear Stearns March 2003 - August 2008
Education
Long Island University, C.W. Post Campus 1996 — 1999
Bachelor of Arts (BA), Economics
BMO Capital Markets October 2012 - Present
**** July 2010 - October 2012
Bear Stearns March 2003 - August 2008
Education
Long Island University, C.W. Post Campus 1996 — 1999
Bachelor of Arts (BA), Economics
Tim Armstrong's Bear Stearns Experience 2000 - 2004
Job SVP Corporate Controller at Ditech Mortgage Corp
Industry Financial Services
Experience
Ditech Mortgage Corp August 2013 - Present
Reverse Mortgage Solutions, Inc. August 2014 - Present
SolomonEdwards 2012 - 2012
Ocwen Financial Corporation 2011 - 2012
Freddie Mac 2004 - 2010
Bear Stearns 2000 - 2004
Goldman Sachs 1997 - 2000
FORTIS, INC., (ASSURANT) 1995 - 1998
KPMG 1991 - 1995
Skills
GAAP and IFRS Expert, Capital Markets Expert, Strategic Financial..., Treasury / Cash..., Business Modeling, Investor Relations, Valuation, Mortgage Servicing, Technical Accounting, SEC Reporting, Risk Management, SEC filings, Accounting, Financial Reporting, SEC Filings, Internal Controls, Capital Markets, Securitization, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
Lehigh University 1987 — 1991
Bachelor of Science, Accounting
Ditech Mortgage Corp August 2013 - Present
Reverse Mortgage Solutions, Inc. August 2014 - Present
SolomonEdwards 2012 - 2012
Ocwen Financial Corporation 2011 - 2012
Freddie Mac 2004 - 2010
Bear Stearns 2000 - 2004
Goldman Sachs 1997 - 2000
FORTIS, INC., (ASSURANT) 1995 - 1998
KPMG 1991 - 1995
Skills
GAAP and IFRS Expert, Capital Markets Expert, Strategic Financial..., Treasury / Cash..., Business Modeling, Investor Relations, Valuation, Mortgage Servicing, Technical Accounting, SEC Reporting, Risk Management, SEC filings, Accounting, Financial Reporting, SEC Filings, Internal Controls, Capital Markets, Securitization, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
Lehigh University 1987 — 1991
Bachelor of Science, Accounting
Alexis Conoscente's Bear Stearns Experience 2007 - 2008
Job Vice President of Compensation at Macquarie Group
Industry Human Resources
Experience
Macquarie Group July 2014 - Present
Macquarie Group June 2010 - Present
Towers Perrin March 2009 - July 2010
American Express June 2008 - February 2009
Bear Stearns 2007 - 2008
Bloomberg LP May 2006 - August 2006
Skills
Deferred Compensation, Personnel Management, Executive Pay, Human Resources, Rewards, Talent Management, Onboarding, Performance Management, HRIS, Talent Acquisition, PeopleSoft, Employee Relations
Education
Loyola University Maryland 2003 — 2007
BA, Business / Psychology
Macquarie Group July 2014 - Present
Macquarie Group June 2010 - Present
Towers Perrin March 2009 - July 2010
American Express June 2008 - February 2009
Bear Stearns 2007 - 2008
Bloomberg LP May 2006 - August 2006
Skills
Deferred Compensation, Personnel Management, Executive Pay, Human Resources, Rewards, Talent Management, Onboarding, Performance Management, HRIS, Talent Acquisition, PeopleSoft, Employee Relations
Education
Loyola University Maryland 2003 — 2007
BA, Business / Psychology
Marc Layne's Bear Stearns Experience August 1998 - June 2008
Job Managing Director & Sector Head Communications Technology at RBC Capital Markets
Industry Computer Networking
Experience
RBC Capital Markets July 2010 - Present
JPMorgan June 2008 - June 2010
Bear Stearns August 1998 - June 2008
PricewaterhouseCoopers August 1990 - June 1996
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Lehigh University - College of Business and Economics 1986 — 1990
BS, Accounting
RBC Capital Markets July 2010 - Present
JPMorgan June 2008 - June 2010
Bear Stearns August 1998 - June 2008
PricewaterhouseCoopers August 1990 - June 1996
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Lehigh University - College of Business and Economics 1986 — 1990
BS, Accounting
Steve Mangels's Bear Stearns Experience 2006 - 2008
Job Account Manager at Patriot Consulting
Industry Staffing and Recruiting
Experience
Patriot Consulting 2008 - Present
Bear Stearns 2006 - 2008
New Egypt High School August 2005 - June 2006
Education
Lock Haven University of Pennsylvania 2000 — 2005
B.A., BA History, BA Political Science, Minor Economics
Patriot Consulting 2008 - Present
Bear Stearns 2006 - 2008
New Egypt High School August 2005 - June 2006
Education
Lock Haven University of Pennsylvania 2000 — 2005
B.A., BA History, BA Political Science, Minor Economics
Andy Feldhuhn's Bear Stearns Experience July 2003 - May 2007
Job Executive Director
Industry Real Estate
Experience
Ladder Capital Corp June 2014 - Present
Brookfield Asset Management March 2009 - January 2013
Merrill Lynch June 2007 - January 2009
Bear Stearns July 2003 - May 2007
Bear Stearns November 1996 - June 2003
Skills
CMBS, Valuation, Structured Finance, Portfolio Management, Securitization, Loans, Fixed Income, Investments, Structured Products, Investment Properties
Education
Lehigh University - College of Business and Economics 1984 — 1989
BS, Finance
Ladder Capital Corp June 2014 - Present
Brookfield Asset Management March 2009 - January 2013
Merrill Lynch June 2007 - January 2009
Bear Stearns July 2003 - May 2007
Bear Stearns November 1996 - June 2003
Skills
CMBS, Valuation, Structured Finance, Portfolio Management, Securitization, Loans, Fixed Income, Investments, Structured Products, Investment Properties
Education
Lehigh University - College of Business and Economics 1984 — 1989
BS, Finance
Thomas Giordano's Bear Stearns Experience 2003 - 2007
Job VP at JPMorgan Chase Hedge Funds Services
Industry Financial Services
Experience
JPMorgan Chase June 2012 - Present
Cerberus Capital July 2009 - October 2012
QVT Financial LP 2007 - March 2009
Bear Stearns 2003 - 2007
Insurance Industry 1992 - 2003
Bear Stearns 1981 - 1992
Skills
Derivatives, Prime Brokerage, Fixed Income, Trading, Bloomberg, Equities, Private Equity, Options, Hedge Funds, Trading Systems, Investment Banking, Alternative Investments, Securities, Capital Markets
Education
LIU Post 1979 — 1981
BS, Management
JPMorgan Chase June 2012 - Present
Cerberus Capital July 2009 - October 2012
QVT Financial LP 2007 - March 2009
Bear Stearns 2003 - 2007
Insurance Industry 1992 - 2003
Bear Stearns 1981 - 1992
Skills
Derivatives, Prime Brokerage, Fixed Income, Trading, Bloomberg, Equities, Private Equity, Options, Hedge Funds, Trading Systems, Investment Banking, Alternative Investments, Securities, Capital Markets
Education
LIU Post 1979 — 1981
BS, Management
Gene Gaeta's Bear Stearns Experience 1999 - 2001
Job Principal at SUMMIT CAPITAL
Industry Investment Management
Experience
SUMMIT CAPITAL 2012 - Present
Satellite Asset Management 2001 - 2011
Bear Stearns 1999 - 2001
Morgan Stanley 1995 - 1997
Lehman Brothers 1994 - 1995
Arthur Andersen 1990 - 1994
Skills
Equity Research, Asset Managment, Securities, SEC filings, Investment Strategies, Capital Markets, Financial Analysis, Portfolio Management, Options, Credit Derivatives, Mutual Funds, Hedge Funds, Bonds, Structured Finance, High Yield, Financial Risk, Restructuring, Credit, Special Situations, Investment Banking, Capital Structure, Economics, Loans, Financial Structuring, Strategy, Investor Relations, Leveraged Finance, Corporate Finance, Equity Valuation, Equity Trading, LBO, Equity Derivatives, Equities, Investments, Trading, Fixed Income, Alternative Investments, Financial Modeling
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics, GPA 3.6/4.0
Loyola College in Maryland 1986 — 1990
BBA, Accounting
oratory
oratory
SUMMIT CAPITAL 2012 - Present
Satellite Asset Management 2001 - 2011
Bear Stearns 1999 - 2001
Morgan Stanley 1995 - 1997
Lehman Brothers 1994 - 1995
Arthur Andersen 1990 - 1994
Skills
Equity Research, Asset Managment, Securities, SEC filings, Investment Strategies, Capital Markets, Financial Analysis, Portfolio Management, Options, Credit Derivatives, Mutual Funds, Hedge Funds, Bonds, Structured Finance, High Yield, Financial Risk, Restructuring, Credit, Special Situations, Investment Banking, Capital Structure, Economics, Loans, Financial Structuring, Strategy, Investor Relations, Leveraged Finance, Corporate Finance, Equity Valuation, Equity Trading, LBO, Equity Derivatives, Equities, Investments, Trading, Fixed Income, Alternative Investments, Financial Modeling
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics, GPA 3.6/4.0
Loyola College in Maryland 1986 — 1990
BBA, Accounting
oratory
oratory
Christiane Conn Tomik's Bear Stearns Experience November 2005 - June 2006
Job Associate Director of Alumni Relations at Lafayette College
Industry Higher Education
Experience
Lafayette College August 2011 - Present
Lafayette College November 2008 - August 2011
Volunteer Center of the Lehigh Valley June 2006 - November 2008
Bear Stearns November 2005 - June 2006
Skills
Volunteer Management, Event Management, Fundraising, Event Planning, Non-profits, Community Outreach, Grant Writing, Research, Program Development, Editing, Social Media, Facebook, Newsletters, Microsoft Office, PowerPoint
Education
Lehigh University 2004 — 2005
MA, Political Science
Lafayette College 1999 — 2003
BA, Government & Law
Lafayette College August 2011 - Present
Lafayette College November 2008 - August 2011
Volunteer Center of the Lehigh Valley June 2006 - November 2008
Bear Stearns November 2005 - June 2006
Skills
Volunteer Management, Event Management, Fundraising, Event Planning, Non-profits, Community Outreach, Grant Writing, Research, Program Development, Editing, Social Media, Facebook, Newsletters, Microsoft Office, PowerPoint
Education
Lehigh University 2004 — 2005
MA, Political Science
Lafayette College 1999 — 2003
BA, Government & Law
Sharaz Surujlal's Bear Stearns Experience December 1997 - August 2004
Job AVP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2005 - Present
Bank of America August 2004 - April 2005
Bear Stearns December 1997 - August 2004
Wachovia May 1995 - December 1997
Skills
Derivatives, Credit Derivatives, Fixed Income
Education
Long Island University
BA, Accounting / Finance
Credit Suisse May 2005 - Present
Bank of America August 2004 - April 2005
Bear Stearns December 1997 - August 2004
Wachovia May 1995 - December 1997
Skills
Derivatives, Credit Derivatives, Fixed Income
Education
Long Island University
BA, Accounting / Finance
Charlotte Dimitriyadi's Bear Stearns Experience October 1980 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bear Stearns October 1980 - June 2008
Education
LIU Post 1971 — 1975
BFA, Secondary Ed and Fine Arts
Bear Stearns October 1980 - June 2008
Education
LIU Post 1971 — 1975
BFA, Secondary Ed and Fine Arts
frances pinkston's Bear Stearns Experience 1981 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bear Stearns 1981 - 2008
Bear Stearns & Co. Inc. 1981 - 2008
Education
Louisiana State University 1975 — 1980
BA, Journalism
Bear Stearns 1981 - 2008
Bear Stearns & Co. Inc. 1981 - 2008
Education
Louisiana State University 1975 — 1980
BA, Journalism
Maureen Philipps's Bear Stearns Experience 1986 - 1999
Job Marketing Liaison at SunAmerica
Industry Investment Management
Experience
SunAmerica Equity Capital MarketsBear Stearns1986 - 1999
Bear Stearns 1986 - 1999
Education
Lehigh University
Bachelor of Business Administration (B.B.A.), Fina
SunAmerica Equity Capital MarketsBear Stearns1986 - 1999
Bear Stearns 1986 - 1999
Education
Lehigh University
Bachelor of Business Administration (B.B.A.), Fina
Michael Catapano's Bear Stearns Experience 1986 - 2008
Job Vice President at JP Morgan
Industry Investment Banking
Experience
JP Morgan June 2008 - Present
Bear Stearns 1986 - 2008
Skills
Fixed Income, Bonds, Series 7, Alternative Investments
Education
LIU Post 1982 — 1986
BA, economics
JP Morgan June 2008 - Present
Bear Stearns 1986 - 2008
Skills
Fixed Income, Bonds, Series 7, Alternative Investments
Education
LIU Post 1982 — 1986
BA, economics
Brad Kletter's Bear Stearns Experience December 1996 - March 2006
Job VP Compliance Manager JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase April 2013 - January 2014
HSBC August 2012 - December 2012
Financial Tracking Technologies, LLC May 2012 - June 2012
BNY Mellon December 2010 - February 2012
BNY Mellon July 2009 - December 2010
JPMorgan Chase March 2006 - March 2009
Bear Stearns December 1996 - March 2006
Goldman Sachs December 1988 - July 1996
Skills
Client Service Oriented, AML, KYC, Cross Selling, Settlement, Hedge Funds, Corporate Actions, Prime Brokerage, Derivatives, Onboarding, Training Delivery, On-Boarding, Reorganisation, Back Office, Fixed Income, Financial Services, Options, Collateral Management, Relationship Mgmt, Bloomberg, Securities, Middle Office, Investment Banking, Building Relationships, Equities, Capital Markets, Series 63, Mutual Funds, Asset Management, Securities Lending, Relationship Management, FX Options, Alternative Investments, Portfolio Management, Trading, Credit Derivatives, Operational Risk..., Financial Institutions, Electronic Trading, Financial Risk, Operational Risk, Swaps, Client Services, Equity Derivatives, Interest Rate..., Anti Money Laundering
Education
LaGuardia Community College 1991 — 1992
Computer Science
Pace University 1990 — 1991
Computer Science
JPMorgan Chase January 2014 - Present
JPMorgan Chase April 2013 - January 2014
HSBC August 2012 - December 2012
Financial Tracking Technologies, LLC May 2012 - June 2012
BNY Mellon December 2010 - February 2012
BNY Mellon July 2009 - December 2010
JPMorgan Chase March 2006 - March 2009
Bear Stearns December 1996 - March 2006
Goldman Sachs December 1988 - July 1996
Skills
Client Service Oriented, AML, KYC, Cross Selling, Settlement, Hedge Funds, Corporate Actions, Prime Brokerage, Derivatives, Onboarding, Training Delivery, On-Boarding, Reorganisation, Back Office, Fixed Income, Financial Services, Options, Collateral Management, Relationship Mgmt, Bloomberg, Securities, Middle Office, Investment Banking, Building Relationships, Equities, Capital Markets, Series 63, Mutual Funds, Asset Management, Securities Lending, Relationship Management, FX Options, Alternative Investments, Portfolio Management, Trading, Credit Derivatives, Operational Risk..., Financial Institutions, Electronic Trading, Financial Risk, Operational Risk, Swaps, Client Services, Equity Derivatives, Interest Rate..., Anti Money Laundering
Education
LaGuardia Community College 1991 — 1992
Computer Science
Pace University 1990 — 1991
Computer Science
Alisa Friedman's Bear Stearns Experience September 1993 - September 2001
Job Office Manager at Falcon & Singer P.C.
Industry Legal Services
Experience
Falcon & Singer P.C. February 2004 - Present
Bear Stearns September 1993 - September 2001
Ernst & Young 1990 - 1993
Education
Lehigh University - College of Business and Economics 1986 — 1990
BS, Accounting
Falcon & Singer P.C. February 2004 - Present
Bear Stearns September 1993 - September 2001
Ernst & Young 1990 - 1993
Education
Lehigh University - College of Business and Economics 1986 — 1990
BS, Accounting
John Villosis's Bear Stearns Experience 2000 - 2005
Job Process Specialist at Tesoro
Industry Oil & Energy
Experience
Tesoro June 2013 - Present
British Petroleum July 2005 - June 2013
Bear Stearns 2000 - 2005
Skills
Entrepreneurship, Financial Analysis, Risk Management, Investments, Microsoft Office, Marketing Management, Public Speaking, Business Planning, Social Media, Project Management, Research, Public Relations, Event Planning, Tax, Leadership Development, English, Customer Service, Analysis, Microsoft Excel, Strategic Financial..., Account Management, Portfolio Management
Education
UCLA 2008 — 2012
Certificate, Personal Financial Planning
Loyola Marymount University 1992 — 1996
Bachelor of Science (B.S.), Biology, General
Tesoro June 2013 - Present
British Petroleum July 2005 - June 2013
Bear Stearns 2000 - 2005
Skills
Entrepreneurship, Financial Analysis, Risk Management, Investments, Microsoft Office, Marketing Management, Public Speaking, Business Planning, Social Media, Project Management, Research, Public Relations, Event Planning, Tax, Leadership Development, English, Customer Service, Analysis, Microsoft Excel, Strategic Financial..., Account Management, Portfolio Management
Education
UCLA 2008 — 2012
Certificate, Personal Financial Planning
Loyola Marymount University 1992 — 1996
Bachelor of Science (B.S.), Biology, General
Paul Ascenzo's Bear Stearns Experience 2006 - 2007
Job Programmer at Creative Media Group Inc.
Industry Computer & Network Security
Experience
Creative Media Group Inc. August 2009 - Present
Housing and Residential Services 2006 - 2009
Bear Stearns 2006 - 2007
Skills
Unix
Education
Kutztown University of Pennsylvania 2004 — 2009
M.S, Computer Science
West Morris Central
Creative Media Group Inc. August 2009 - Present
Housing and Residential Services 2006 - 2009
Bear Stearns 2006 - 2007
Skills
Unix
Education
Kutztown University of Pennsylvania 2004 — 2009
M.S, Computer Science
West Morris Central
Genna Himmelstein's Bear Stearns Experience July 2007 - September 2008
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan June 2012 - December 2014
JP Morgan September 2008 - June 2012
Bear Stearns July 2007 - September 2008
Thomson Financial June 2006 - August 2006
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance, Psychology
Universitat Pompeu Fabra 2006 — 2006
Barcelona Study Abroad, International Business
J.P. Morgan January 2015 - Present
J.P. Morgan June 2012 - December 2014
JP Morgan September 2008 - June 2012
Bear Stearns July 2007 - September 2008
Thomson Financial June 2006 - August 2006
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance, Psychology
Universitat Pompeu Fabra 2006 — 2006
Barcelona Study Abroad, International Business
Devendra Gandhi's Bear Stearns Experience September 2005 - January 2006
Job VP, PMP, Project Manager at Citi
Industry Financial Services
Experience
Citi February 2006 - Present
Bear Stearns September 2005 - January 2006
Business Software Solutions May 2002 - September 2005
Fourth Technologies Inc October 2000 - May 2002
IMR Limited November 1997 - September 2000
Education
L.D College of Engineering - Ahmedabad 1993 — 1997
B.E., Chemical
R.D. Govani High School 1991 — 1993
High School, Science
Citi February 2006 - Present
Bear Stearns September 2005 - January 2006
Business Software Solutions May 2002 - September 2005
Fourth Technologies Inc October 2000 - May 2002
IMR Limited November 1997 - September 2000
Education
L.D College of Engineering - Ahmedabad 1993 — 1997
B.E., Chemical
R.D. Govani High School 1991 — 1993
High School, Science
Sal Naro's Bear Stearns Experience March 1989 - July 1998
Job Chief Executive Officer at Coherence Capital Partners LLC
Industry Financial Services
Experience
Coherence Capital Partners LLC January 2012 - Present
Long Island University 2002 - Present
BMV Funding Corp 1985 - Present
LIU Post 2000 - 2014
Jefferson National Financial April 2011 - December 2011
Markit Group November 2008 - April 2011
Sailfish Capital Partners March 2005 - January 2009
UBS Investment Bank April 1999 - March 2005
Bear Stearns March 1989 - July 1998
L.F. Rothschild 1987 - 1989
Education
LIU Post 1979 — 1983
BS, FINANCE AND MARKETING
Half Hollow Hills East High School 1976 — 1979
Regents
Coherence Capital Partners LLC January 2012 - Present
Long Island University 2002 - Present
BMV Funding Corp 1985 - Present
LIU Post 2000 - 2014
Jefferson National Financial April 2011 - December 2011
Markit Group November 2008 - April 2011
Sailfish Capital Partners March 2005 - January 2009
UBS Investment Bank April 1999 - March 2005
Bear Stearns March 1989 - July 1998
L.F. Rothschild 1987 - 1989
Education
LIU Post 1979 — 1983
BS, FINANCE AND MARKETING
Half Hollow Hills East High School 1976 — 1979
Regents
Elenita Escobar's Bear Stearns Experience 1992 - 1994
Job AVP at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2007 - Present
Dresdner Kleinwort 2006 - 2007
ABN AMRO 2004 - 2006
Deutsche Bank April 2000 - November 2004
UBS 1994 - 2000
Bear Stearns 1992 - 1994
Cowen & Co 1988 - 1992
Skills
Fixed Income, Middle Office, Prime Brokerage, KYC, Equities, Back Office, Banking, Capital Markets, Bloomberg, FX Options, Securities, Trading, Derivatives, Corporate Actions, Collateral Management, Settlement, Financial Risk, Risk Management, Equity Derivatives, Structured Products, Options, AML, Bonds, Alternative Investments, Credit Derivatives, Trading Systems, Hedge Funds, Financial Institutions, Financial Markets, Operational Risk, Electronic Trading, Interest Rate..., Market Risk, Swaps, SWIFT payments, Securities Lending, Financial Services, Equity Trading, FINRA, Market Data, Emerging Markets
Education
Queens Vocational High School 1986 — 1989
Business
Laguardia Community College
Deutsche Bank February 2007 - Present
Dresdner Kleinwort 2006 - 2007
ABN AMRO 2004 - 2006
Deutsche Bank April 2000 - November 2004
UBS 1994 - 2000
Bear Stearns 1992 - 1994
Cowen & Co 1988 - 1992
Skills
Fixed Income, Middle Office, Prime Brokerage, KYC, Equities, Back Office, Banking, Capital Markets, Bloomberg, FX Options, Securities, Trading, Derivatives, Corporate Actions, Collateral Management, Settlement, Financial Risk, Risk Management, Equity Derivatives, Structured Products, Options, AML, Bonds, Alternative Investments, Credit Derivatives, Trading Systems, Hedge Funds, Financial Institutions, Financial Markets, Operational Risk, Electronic Trading, Interest Rate..., Market Risk, Swaps, SWIFT payments, Securities Lending, Financial Services, Equity Trading, FINRA, Market Data, Emerging Markets
Education
Queens Vocational High School 1986 — 1989
Business
Laguardia Community College
Lawrence Harris's Bear Stearns Experience 1993 - 1994
Job Private Investor
Industry Financial Services
Experience
Private Investor May 2012 - Present
CL King & Associates January 2008 - May 2012
Oppenheimer & Co. June 2003 - January 2008
H.C. Wainwright August 2001 - June 2003
Josephthal and Co Inc 1998 - 2001
Jackson Partners 1996 - 1998
Bear Stearns 1993 - 1994
Louis Nicoud & Associates 1993 - 1993
Kemper Securities 1987 - 1992
Arthur D. Little 1984 - 1987
Skills
Telecommunications, Wireless, Cisco Technologies, Investments, Valuation, WiFi, Equity Research, Capital Markets, Financial Modeling, Investment Banking, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Due Diligence, Corporate Finance, Insurance, Series 7, Series 63, Strategy, Stock Picking, Equities
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Finance, International Business
Lafayette College 1972 — 1976
AB, Economics
The University of Chicago
The University of Chicago
Private Investor May 2012 - Present
CL King & Associates January 2008 - May 2012
Oppenheimer & Co. June 2003 - January 2008
H.C. Wainwright August 2001 - June 2003
Josephthal and Co Inc 1998 - 2001
Jackson Partners 1996 - 1998
Bear Stearns 1993 - 1994
Louis Nicoud & Associates 1993 - 1993
Kemper Securities 1987 - 1992
Arthur D. Little 1984 - 1987
Skills
Telecommunications, Wireless, Cisco Technologies, Investments, Valuation, WiFi, Equity Research, Capital Markets, Financial Modeling, Investment Banking, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Due Diligence, Corporate Finance, Insurance, Series 7, Series 63, Strategy, Stock Picking, Equities
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Finance, International Business
Lafayette College 1972 — 1976
AB, Economics
The University of Chicago
The University of Chicago
Joseph Karasik's Bear Stearns Experience August 2000 - May 2006
Job developer at IBI
Industry Computer Software
Experience
IBI June 2006 - Present
Bear Stearns August 2000 - May 2006
Skills
C++, C#, Software Engineering, Linux, Requirements Analysis, Visual Studio, SDLC, Algorithms, Computer Science, Security, Matlab, Distributed Systems, Software Design, SOA, XML, SQL, Data Warehousing, Perl, Agile Methodologies, Trading Systems, Sybase, JavaScript, Integration, Software Development, Databases, .NET
Education
Lomonosov Moscow State University (MSU) 1966 — 1971
master, math
IBI June 2006 - Present
Bear Stearns August 2000 - May 2006
Skills
C++, C#, Software Engineering, Linux, Requirements Analysis, Visual Studio, SDLC, Algorithms, Computer Science, Security, Matlab, Distributed Systems, Software Design, SOA, XML, SQL, Data Warehousing, Perl, Agile Methodologies, Trading Systems, Sybase, JavaScript, Integration, Software Development, Databases, .NET
Education
Lomonosov Moscow State University (MSU) 1966 — 1971
master, math
Meredith McGowan Zengo's Bear Stearns Experience June 1994 - September 1997
Job Managing partner at Z Sport Style
Industry Sports
Experience
Golftini August 2013 - Present
Z Sport Style LLC February 2013 - Present
ABN AMRO Bank N.V. September 1997 - May 2002
Bear Stearns June 1994 - September 1997
Skills
Public Speaking, Nonprofits, Microsoft Office, Customer Service, Community Outreach, Social Services, Event Planning, Microsoft Excel, Microsoft Word, Research, Mental Health, PowerPoint, Sales, Management, Sports, Event Management, Marketing, Marketing Strategy
Education
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor of Arts (BA), International Business
Montclair Kimberley Academy
Golftini August 2013 - Present
Z Sport Style LLC February 2013 - Present
ABN AMRO Bank N.V. September 1997 - May 2002
Bear Stearns June 1994 - September 1997
Skills
Public Speaking, Nonprofits, Microsoft Office, Customer Service, Community Outreach, Social Services, Event Planning, Microsoft Excel, Microsoft Word, Research, Mental Health, PowerPoint, Sales, Management, Sports, Event Management, Marketing, Marketing Strategy
Education
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor of Arts (BA), International Business
Montclair Kimberley Academy
Myron S. Gnall's Bear Stearns Experience April 1997 - August 2002
Job Transit Customer Service Specialist II
Industry Transportation/Trucking/Railroad
Experience
New York City Transit March 2007 - Present
Bear Stearns April 1997 - August 2002
Skills
Transportation, Financial Markets, Customer Service, Process Improvement, Microsoft Excel, Logistics, Strategic Planning
Education
LIU Brooklyn 1996 — 2000
M.A., Political Science
University of Wyoming 1992 — 1996
B.S., Political Science
New York City Transit March 2007 - Present
Bear Stearns April 1997 - August 2002
Skills
Transportation, Financial Markets, Customer Service, Process Improvement, Microsoft Excel, Logistics, Strategic Planning
Education
LIU Brooklyn 1996 — 2000
M.A., Political Science
University of Wyoming 1992 — 1996
B.S., Political Science
Mark Radville's Bear Stearns Experience 1996 - 1998
Job Managing Director at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments 2007 - Present
Merrill Lynch Investment Managers 2000 - 2005
Conseco 1998 - 2000
Bear Stearns 1996 - 1998
Oppenheimer & Co. 1994 - 1996
SEI Investments 1989 - 1994
Education
Loyola University Chicago 1985 — 1989
BBA, Business Finance
Brother Rice
Guggenheim Investments 2007 - Present
Merrill Lynch Investment Managers 2000 - 2005
Conseco 1998 - 2000
Bear Stearns 1996 - 1998
Oppenheimer & Co. 1994 - 1996
SEI Investments 1989 - 1994
Education
Loyola University Chicago 1985 — 1989
BBA, Business Finance
Brother Rice
Andrew Fife's Bear Stearns Experience January 1993 - June 2008
Job Equity Derivatives Sales at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2015 - Present
Citi March 2013 - February 2015
Oppenheimer & Co. October 2012 - March 2013
Susquehanna Financial Group June 2008 - July 2012
Bear Stearns January 1993 - June 2008
Skills
Equities, Hedge Funds, Bloomberg, Derivatives, Equity Derivatives, Options, Capital Markets, Series 7, Trading, Structured Products, Series 63, Electronic Trading, Alternative Investments, Investment Banking, Financial Markets, Equity Trading, Trading Systems, Asset Managment, Asset Allocation, Asset Management, Bloomberg Terminal, Bonds, Commodity, ETFs
Education
Lehigh University 1981 — 1985
BA, Foreign Careers
Stifel Nicolaus March 2015 - Present
Citi March 2013 - February 2015
Oppenheimer & Co. October 2012 - March 2013
Susquehanna Financial Group June 2008 - July 2012
Bear Stearns January 1993 - June 2008
Skills
Equities, Hedge Funds, Bloomberg, Derivatives, Equity Derivatives, Options, Capital Markets, Series 7, Trading, Structured Products, Series 63, Electronic Trading, Alternative Investments, Investment Banking, Financial Markets, Equity Trading, Trading Systems, Asset Managment, Asset Allocation, Asset Management, Bloomberg Terminal, Bonds, Commodity, ETFs
Education
Lehigh University 1981 — 1985
BA, Foreign Careers
Richard J. Gaughan's Bear Stearns Experience 1983 - 2002
Job Experienced Equity Sales/Trader & Department Manager
Industry Financial Services
Experience
Transamerica Financial 2012 - 2013
Ameriprise Financial Services, Inc. 2010 - January 2012
Shoreline Trading Group LLC 2007 - 2010
Strome Partners 2002 - 2007
Bear Stearns 1983 - 2002
Skills
Series 7, Series 63, Securities, Equities, Mutual Funds, Retirement Planning, Options, Investments, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Advisory, Variable Annuities, Equity Trading, FINRA, Asset Management, Capital Markets, Trading, Financial Modeling, Financial Markets, Derivatives, Investment Banking, Relationship Management, Bonds, 401k, Long-term Care, Retirement, Investment Management, Strategic Financial..., Hedge Funds, Investment Strategies, Bloomberg, Fixed Income, Wealth Management..., Series 65, Financial Services, Alternative Investments, CA Insurance License, Disability Insurance, Insurance, Life Insurance, Trading Systems, Valuation, Financial Advisory, Risk Management, Separately Managed...
Education
Long Beach City College 1981 — 1983
AA, Business
Roman Catholic High 1969 — 1973
Business
Transamerica Financial 2012 - 2013
Ameriprise Financial Services, Inc. 2010 - January 2012
Shoreline Trading Group LLC 2007 - 2010
Strome Partners 2002 - 2007
Bear Stearns 1983 - 2002
Skills
Series 7, Series 63, Securities, Equities, Mutual Funds, Retirement Planning, Options, Investments, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Advisory, Variable Annuities, Equity Trading, FINRA, Asset Management, Capital Markets, Trading, Financial Modeling, Financial Markets, Derivatives, Investment Banking, Relationship Management, Bonds, 401k, Long-term Care, Retirement, Investment Management, Strategic Financial..., Hedge Funds, Investment Strategies, Bloomberg, Fixed Income, Wealth Management..., Series 65, Financial Services, Alternative Investments, CA Insurance License, Disability Insurance, Insurance, Life Insurance, Trading Systems, Valuation, Financial Advisory, Risk Management, Separately Managed...
Education
Long Beach City College 1981 — 1983
AA, Business
Roman Catholic High 1969 — 1973
Business
Stephen J. Gallagher Sr's Bear Stearns Experience May 1996 - July 1998
Job Head of Algomi US @ Algomi LLC
Industry Financial Services
Experience
Algomi Ltd January 2014 - Present
GALLAGHER & C0. May 2011 - Present
MarketAxess May 2006 - March 2011
Wachovia, A Wells Fargo Company February 2004 - January 2006
Banc of America Securities November 1998 - January 2004
Bear Stearns May 1996 - July 1998
Merrill Lynch March 1987 - May 1996
U.S. Army August 1979 - March 1983
Skills
Risk Management, E-commerce, Management, Mentoring Of Staff, Trading, Sales, Client Relationships, Electronic Trading, Credit and Rates, Fixed Income, Equities, FX, New Business Development, Trading Systems, Financial Technology, Bonds, Commodity, Credit, Derivatives, FX Options, Series 7, Equity Derivatives, Options, Rates, Swaps, Credit Derivatives
Education
La Salle University - School of Business Administration 1975 — 1979
B.S., Accounting
Algomi Ltd January 2014 - Present
GALLAGHER & C0. May 2011 - Present
MarketAxess May 2006 - March 2011
Wachovia, A Wells Fargo Company February 2004 - January 2006
Banc of America Securities November 1998 - January 2004
Bear Stearns May 1996 - July 1998
Merrill Lynch March 1987 - May 1996
U.S. Army August 1979 - March 1983
Skills
Risk Management, E-commerce, Management, Mentoring Of Staff, Trading, Sales, Client Relationships, Electronic Trading, Credit and Rates, Fixed Income, Equities, FX, New Business Development, Trading Systems, Financial Technology, Bonds, Commodity, Credit, Derivatives, FX Options, Series 7, Equity Derivatives, Options, Rates, Swaps, Credit Derivatives
Education
La Salle University - School of Business Administration 1975 — 1979
B.S., Accounting
Yevgeniy Golant's Bear Stearns Experience April 2006 - March 2007
Job Structured Credit / ABS
Industry Financial Services
Experience
Barclays Investment Bank July 2011 - Present
Credit Suisse March 2007 - July 2009
Bear Stearns April 2006 - March 2007
PwC May 2005 - August 2005
Citi May 2004 - August 2004
Skills
Fixed Income, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Structured Products, Valuation, Asset-backed..., Financial Technology, Peer-to-peer, Consumer Lending, Intex, Intex Desktop, Student Loans, debt facilities, Bond Pricing
Education
Lehigh University 2002 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Lehigh University - College of Business and Economics 2002 — 2006
BS, Finance and Accounting
Barclays Investment Bank July 2011 - Present
Credit Suisse March 2007 - July 2009
Bear Stearns April 2006 - March 2007
PwC May 2005 - August 2005
Citi May 2004 - August 2004
Skills
Fixed Income, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Structured Products, Valuation, Asset-backed..., Financial Technology, Peer-to-peer, Consumer Lending, Intex, Intex Desktop, Student Loans, debt facilities, Bond Pricing
Education
Lehigh University 2002 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Lehigh University - College of Business and Economics 2002 — 2006
BS, Finance and Accounting
Brandon Sica's Bear Stearns Experience July 1999 - April 2004
Job Vice President at TUDOR INVESTMENT CORPORATION
Industry Investment Management
Experience
TUDOR INVESTMENT CORPORATION May 2005 - Present
Hamilton Investment Management April 2004 - April 2005
Bear Stearns July 1999 - April 2004
Education
Loyola University Maryland 1995 — 1999
Business
TUDOR INVESTMENT CORPORATION May 2005 - Present
Hamilton Investment Management April 2004 - April 2005
Bear Stearns July 1999 - April 2004
Education
Loyola University Maryland 1995 — 1999
Business
Shantee Whaley's Bear Stearns Experience May 1997 - October 1999
Job Securities and Regulatory Compliance Professional
Industry Financial Services
Experience
National Futures Association December 2013 - Present
Financial Industry Regulatory Authority July 2011 - December 2013
ISE April 2000 - July 2010
American Stock Exchange October 1999 - April 2000
Bear Stearns May 1997 - October 1999
Skills
Equities, DMM equities trading, NYSE equities trading..., Securities, Process Improvement, Options, FINRA, Financial Services, Analysis, Employee Training, Hedge Funds, Trading, Policy, Management, Anti Money Laundering, AML, Capital Markets, Electronic Trading, Derivatives, Financial Markets, Risk Management, Market Data, Investments, Trading Systems
Education
New York Institute of Technology 1997 — 2001
MBA, Finance
LIU Brooklyn 1994 — 1996
BA, Political Science
New York City Technical College 1992 — 1994
AAS, Paralegal Studies
National Futures Association December 2013 - Present
Financial Industry Regulatory Authority July 2011 - December 2013
ISE April 2000 - July 2010
American Stock Exchange October 1999 - April 2000
Bear Stearns May 1997 - October 1999
Skills
Equities, DMM equities trading, NYSE equities trading..., Securities, Process Improvement, Options, FINRA, Financial Services, Analysis, Employee Training, Hedge Funds, Trading, Policy, Management, Anti Money Laundering, AML, Capital Markets, Electronic Trading, Derivatives, Financial Markets, Risk Management, Market Data, Investments, Trading Systems
Education
New York Institute of Technology 1997 — 2001
MBA, Finance
LIU Brooklyn 1994 — 1996
BA, Political Science
New York City Technical College 1992 — 1994
AAS, Paralegal Studies
Yamile Chery's Bear Stearns Experience 2000 - 2008
Job Administrative Supervisor at Moelis & Company
Industry Human Resources
Experience
Moelis & Company December 2011 - Present
J.P. Morgan March 2008 - October 2012
Deutsche Bank January 2011 - December 2011
Bear Stearns 2000 - 2008
Skills
Administrative..., Employee Relations, HRIS, Human Resources, Onboarding, PeopleSoft, Recruiting, Benefits Administration, Outlook, Employee Benefits, New Hire Orientations, Interviews, Performance Management, Office Management, Talent Management
Education
Le Moyne College 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Moelis & Company December 2011 - Present
J.P. Morgan March 2008 - October 2012
Deutsche Bank January 2011 - December 2011
Bear Stearns 2000 - 2008
Skills
Administrative..., Employee Relations, HRIS, Human Resources, Onboarding, PeopleSoft, Recruiting, Benefits Administration, Outlook, Employee Benefits, New Hire Orientations, Interviews, Performance Management, Office Management, Talent Management
Education
Le Moyne College 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Mike Karns's Bear Stearns Experience May 1999 - January 2008
Job king at Self Employed
Industry Marketing and Advertising
Experience
Self Employed February 2008 - Present
Bear Stearns May 1999 - January 2008
Education
Lehigh University 1995 — 1999
ba, Economics
Self Employed February 2008 - Present
Bear Stearns May 1999 - January 2008
Education
Lehigh University 1995 — 1999
ba, Economics
Richard Gordillo's Bear Stearns Experience April 1996 - May 1998
Job Technical Partner at ITP Panorama
Industry Information Technology and Services
Experience
ITP Panorama Business AnalystMedco Health SolutionsAugust 2007 - April 2009
Medco Health Solutions March 2007 - August 2007
American Express May 2006 - January 2007
Medco Health Solutions October 2005 - December 2005
Morgan Stanley April 2004 - May 2005
eFunds February 1999 - December 2003
American Broadcasting Company (ABC) May 1998 - January 1999
Bear Stearns April 1996 - May 1998
Chemical Bank January 1996 - April 1996
Merrill Lynch 1991 - 1995
Skills
COBOL, Mainframe, JCL, Software Development, CICS, VSAM, DB2
Education
LaGuardia Community College
AAS, Computer Science
ITP Panorama Business AnalystMedco Health SolutionsAugust 2007 - April 2009
Medco Health Solutions March 2007 - August 2007
American Express May 2006 - January 2007
Medco Health Solutions October 2005 - December 2005
Morgan Stanley April 2004 - May 2005
eFunds February 1999 - December 2003
American Broadcasting Company (ABC) May 1998 - January 1999
Bear Stearns April 1996 - May 1998
Chemical Bank January 1996 - April 1996
Merrill Lynch 1991 - 1995
Skills
COBOL, Mainframe, JCL, Software Development, CICS, VSAM, DB2
Education
LaGuardia Community College
AAS, Computer Science
Sergey Bozhulich's Bear Stearns Experience August 1999 - June 2003
Job Smart order routing at BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2010 - Present
Interactive Brokers August 2008 - October 2010
UBS June 2003 - August 2008
Bear Stearns August 1999 - June 2003
Investment Technology Group (ITG) June 1997 - June 1999
Skills
C++, Smart Order Routing, Linux, Market Data, Options, Trading Systems, Routing, Multithreading
Education
Kyiv National Taras Shevchenko University 1980 — 1985
Bachelor, Mathematics, Computer Science
BNP Paribas October 2010 - Present
Interactive Brokers August 2008 - October 2010
UBS June 2003 - August 2008
Bear Stearns August 1999 - June 2003
Investment Technology Group (ITG) June 1997 - June 1999
Skills
C++, Smart Order Routing, Linux, Market Data, Options, Trading Systems, Routing, Multithreading
Education
Kyiv National Taras Shevchenko University 1980 — 1985
Bachelor, Mathematics, Computer Science
Jeffrey Zelin's Bear Stearns Experience May 2007 - August 2007
Job Operations Analyst at Corsair Capital Management, LLC
Industry Financial Services
Experience
Corsair Capital Management, LLC March 2011 - Present
Bryant Park Capital May 2008 - August 2009
Bear Stearns May 2007 - August 2007
Skills
Microsoft Office, Eze Castle, Capital IQ, Backstop Solutions
Education
Lehigh University - College of Business and Economics 2006 — 2010
BS, Business and Economics
Horace Mann 1991 — 2006
Corsair Capital Management, LLC March 2011 - Present
Bryant Park Capital May 2008 - August 2009
Bear Stearns May 2007 - August 2007
Skills
Microsoft Office, Eze Castle, Capital IQ, Backstop Solutions
Education
Lehigh University - College of Business and Economics 2006 — 2010
BS, Business and Economics
Horace Mann 1991 — 2006
Merritt Robinson's Bear Stearns Experience 2000 - 2001
Job Executive Office Professional
Industry Executive Office
Experience
CompuCom March 2013 - April 2013
Retirement Capital, Inc. 2011 - 2012
Texas Bookman / Half Price Books 2009 - 2011
LH Holdings / Hill Development 2006 - June 2009
Egon Zehnder International 2005 - 2006
Laughlin Law & Title 2002 - 2005
Bear Stearns 2000 - 2001
Occidental Petroleum Corporation 1980 - 1983
Skills
Customer Service, Recruiting, Microsoft Excel, Outlook, Human Resources, Office Management, PowerPoint, Executive Support, Microsoft Word, Travel Arrangements, Calendaring, Purchasing, Personnel Matters, Internet Explorer
Education
Court Reporting Institute of Dallas
L.S.U.
Business Administration and Management, General
CompuCom March 2013 - April 2013
Retirement Capital, Inc. 2011 - 2012
Texas Bookman / Half Price Books 2009 - 2011
LH Holdings / Hill Development 2006 - June 2009
Egon Zehnder International 2005 - 2006
Laughlin Law & Title 2002 - 2005
Bear Stearns 2000 - 2001
Occidental Petroleum Corporation 1980 - 1983
Skills
Customer Service, Recruiting, Microsoft Excel, Outlook, Human Resources, Office Management, PowerPoint, Executive Support, Microsoft Word, Travel Arrangements, Calendaring, Purchasing, Personnel Matters, Internet Explorer
Education
Court Reporting Institute of Dallas
L.S.U.
Business Administration and Management, General
Paul Fischetti's Bear Stearns Experience 2004 - June 2008
Job Fixed Income at Daiwa Capital Markets Americas
Industry Financial Services
Experience
Daiwa Capital Markets Americas Inc. November 2011 - Present
CB Richard Ellis May 2011 - November 2011
Deutsche Bank Securities June 2008 - May 2011
Bear Stearns 2004 - June 2008
Education
Lafayette College 2000 — 2004
Economics and Business
Lafayette College 2000 — 2004
Bachelor of Arts, Economics and Business
Daiwa Capital Markets Americas Inc. November 2011 - Present
CB Richard Ellis May 2011 - November 2011
Deutsche Bank Securities June 2008 - May 2011
Bear Stearns 2004 - June 2008
Education
Lafayette College 2000 — 2004
Economics and Business
Lafayette College 2000 — 2004
Bachelor of Arts, Economics and Business
David Doll's Bear Stearns Experience October 2006 - March 2008
Job JP Morgan
Industry Financial Services
Joseph Princiotta's Bear Stearns Experience May 2000 - January 2002
Job VP Senior Analyst at Moody's Investors Service
Industry Investment Management
Experience
Moody's Investors Service November 2014 - Present
Medley Capital May 2011 - March 2013
Barclays December 2008 - April 2010
Deutsche Bank January 2006 - September 2008
Deutsche Bank January 2002 - January 2006
Bear Stearns May 2000 - January 2002
Moody's Investors Service January 1993 - May 2000
Skills
Portfolio Management, Alternative Investments, Hedge Funds
Education
Lafayette College
B.S. Chemical Engineering
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Economics, 1987
Moody's Investors Service November 2014 - Present
Medley Capital May 2011 - March 2013
Barclays December 2008 - April 2010
Deutsche Bank January 2006 - September 2008
Deutsche Bank January 2002 - January 2006
Bear Stearns May 2000 - January 2002
Moody's Investors Service January 1993 - May 2000
Skills
Portfolio Management, Alternative Investments, Hedge Funds
Education
Lafayette College
B.S. Chemical Engineering
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Economics, 1987
John Mather's Bear Stearns Experience 2006 - 2007
Job Director at Bayview Asset Management, LLC
Industry Investment Management
Experience
Bayview Asset Management, LLC 2014 - Present
JM Consultants 2012 - 2014
Permal Group 2010 - 2012
Northern Trust Asset Management 2008 - 2010
Algonquin Advisors LLC 2007 - 2008
Bear Stearns 2006 - 2007
Prudential Equity Group 2003 - 2006
Skills
Hedge Funds, Asset Managment, Equities, Private Equity, Equity Research, Financial Markets, Capital Markets, Fund Of Funds, Portfolio Management, Asset Allocation, Investment Management, Due Diligence, Wealth Management, Manager Selection, Alternative Investment..., Fixed Income Strategies, Investment Strategies, Alternative Investments, Investor Relations, Mutual Funds, Investment Advisory, High Net Worth..., Asset Management
Education
Lehigh University 1999 — 2003
Bayview Asset Management, LLC 2014 - Present
JM Consultants 2012 - 2014
Permal Group 2010 - 2012
Northern Trust Asset Management 2008 - 2010
Algonquin Advisors LLC 2007 - 2008
Bear Stearns 2006 - 2007
Prudential Equity Group 2003 - 2006
Skills
Hedge Funds, Asset Managment, Equities, Private Equity, Equity Research, Financial Markets, Capital Markets, Fund Of Funds, Portfolio Management, Asset Allocation, Investment Management, Due Diligence, Wealth Management, Manager Selection, Alternative Investment..., Fixed Income Strategies, Investment Strategies, Alternative Investments, Investor Relations, Mutual Funds, Investment Advisory, High Net Worth..., Asset Management
Education
Lehigh University 1999 — 2003
Brian Snyder's Bear Stearns Experience May 2002 - June 2008
Job Managing Director at North Capital Private Securities
Industry Financial Services
Experience
North Capital Private Securities September 2014 - Present
Equiteer January 2013 - Present
Canaccord Genuity Inc. July 2008 - March 2010
Bear Stearns May 2002 - June 2008
ABN AMRO Bank N.V. 2001 - 2002
ING Barings 1997 - 2001
Furman Selz 1993 - 1997
Kidder Peabody 1992 - 1993
Furman Selz 1991 - 1992
Education
Lehigh University 1987 — 1990
BA, International Relations
North Capital Private Securities September 2014 - Present
Equiteer January 2013 - Present
Canaccord Genuity Inc. July 2008 - March 2010
Bear Stearns May 2002 - June 2008
ABN AMRO Bank N.V. 2001 - 2002
ING Barings 1997 - 2001
Furman Selz 1993 - 1997
Kidder Peabody 1992 - 1993
Furman Selz 1991 - 1992
Education
Lehigh University 1987 — 1990
BA, International Relations
Andrew Levenson's Bear Stearns Experience November 1999 - June 2008
Job
Industry Investment Banking
Experience
Wells Fargo Bank August 2008 - Present
Bear Stearns November 1999 - June 2008
Deloitte June 1995 - November 1999
Education
Lehigh University 1991 — 1995
Wells Fargo Bank August 2008 - Present
Bear Stearns November 1999 - June 2008
Deloitte June 1995 - November 1999
Education
Lehigh University 1991 — 1995
Jeff Hurwitz's Bear Stearns Experience January 1999 - June 2000
Job Managing Director, Chief Risk Officer at Davidson Kempner Capital Management
Industry Investment Management
Experience
Davidson Kempner Capital Management May 2012 - Present
Plural Investments, LLC April 2008 - March 2012
Pequot Capital February 2005 - March 2008
SAC Capital April 2002 - January 2005
Credit Suisse First Boston July 2000 - April 2002
Bear Stearns January 1999 - June 2000
Bear Stearns November 1997 - December 1998
Education
Lehigh University - College of Business and Economics 1989 — 1992
Bachelor of Science, Finance
Davidson Kempner Capital Management May 2012 - Present
Plural Investments, LLC April 2008 - March 2012
Pequot Capital February 2005 - March 2008
SAC Capital April 2002 - January 2005
Credit Suisse First Boston July 2000 - April 2002
Bear Stearns January 1999 - June 2000
Bear Stearns November 1997 - December 1998
Education
Lehigh University - College of Business and Economics 1989 — 1992
Bachelor of Science, Finance
Paul Laconte Jr's Bear Stearns Experience June 2003 - June 2008
Job ED at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns June 2003 - June 2008
Skills
Structured Products, Non-Agency RMBS, Securitization Banking, RMBS Structuring, Mortgage Analytics, Intex Dealmaker &..., Series 7, Series 63
Education
Lehigh University
Finance/Accounting
JP Morgan June 2008 - Present
Bear Stearns June 2003 - June 2008
Skills
Structured Products, Non-Agency RMBS, Securitization Banking, RMBS Structuring, Mortgage Analytics, Intex Dealmaker &..., Series 7, Series 63
Education
Lehigh University
Finance/Accounting
Daniel Schiemel's Bear Stearns Experience May 2005 - August 2007
Job Investment Auditor
Industry Insurance
Experience
New York Life Insurance Company December 2012 - Present
Linden Advisors September 2007 - December 2012
Merrill Lynch September 2006 - August 2007
Bear Stearns May 2005 - August 2007
Bloomberg 2004 - 2005
Skills
Equities, Alternative Investments, Middle Office, Fixed Income, Hedge Funds, CDS, Internal Audit, Operational Risk, Risk Assessment, Auditing, Investment Compliance, Internal Controls, Bloomberg, Public Speaking, Securities Lending, SOX 404, Regulatory Compliance, Risk Analysis, Employee Training, Resource Development, Prime Brokerage, ETFs, Credit Derivatives, Bonds, Mutual Funds, Asset Allocation, Securities, Swaps, Anti Money Laundering, FCPA, UCITS, Basel III
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business, 3.4
KMHS 1997 — 2001
High School Diploma
New York Life Insurance Company December 2012 - Present
Linden Advisors September 2007 - December 2012
Merrill Lynch September 2006 - August 2007
Bear Stearns May 2005 - August 2007
Bloomberg 2004 - 2005
Skills
Equities, Alternative Investments, Middle Office, Fixed Income, Hedge Funds, CDS, Internal Audit, Operational Risk, Risk Assessment, Auditing, Investment Compliance, Internal Controls, Bloomberg, Public Speaking, Securities Lending, SOX 404, Regulatory Compliance, Risk Analysis, Employee Training, Resource Development, Prime Brokerage, ETFs, Credit Derivatives, Bonds, Mutual Funds, Asset Allocation, Securities, Swaps, Anti Money Laundering, FCPA, UCITS, Basel III
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business, 3.4
KMHS 1997 — 2001
High School Diploma
Jeff Strouse's Bear Stearns Experience 2007 - 2008
Job VP and Associate General Counsel at Goldman, Sachs & Co.
Industry Capital Markets
Experience
Goldman Sachs October 2010 - Present
Morgan Stanley 2008 - 2010
Bear Stearns 2007 - 2008
Morgan Stanley 2004 - 2007
Sidley Austin LLP 2000 - 2004
Education
Vanderbilt University Law School 1997 — 2000
Doctor of Law (JD), Law
Lehigh University 1992 — 1996
Bachelor of Arts (B.A.), Government
Goldman Sachs October 2010 - Present
Morgan Stanley 2008 - 2010
Bear Stearns 2007 - 2008
Morgan Stanley 2004 - 2007
Sidley Austin LLP 2000 - 2004
Education
Vanderbilt University Law School 1997 — 2000
Doctor of Law (JD), Law
Lehigh University 1992 — 1996
Bachelor of Arts (B.A.), Government
William Woods's Bear Stearns Experience November 2004 - March 2006
Job Vice President Portfolio Manager at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management Vice President Portfolio ManagerAQR Capital ManagementMarch 2010 - Present
AQR Capital Management April 2007 - March 2010
BANK OF NEW YORK March 2006 - March 2007
BEAR STEARNS November 2004 - March 2006
Skills
Microsoft Excel, Bloomberg, Reuters, SQL, Access, Windows, Python, Hedge Funds, Mutual Funds, Equities, Portfolio Management, Trading, Investments, Securities
Education
Loyola College in Maryland
Bachelor of Arts (BA), Economics
Archbishop Molloy High School
AQR Capital Management Vice President Portfolio ManagerAQR Capital ManagementMarch 2010 - Present
AQR Capital Management April 2007 - March 2010
BANK OF NEW YORK March 2006 - March 2007
BEAR STEARNS November 2004 - March 2006
Skills
Microsoft Excel, Bloomberg, Reuters, SQL, Access, Windows, Python, Hedge Funds, Mutual Funds, Equities, Portfolio Management, Trading, Investments, Securities
Education
Loyola College in Maryland
Bachelor of Arts (BA), Economics
Archbishop Molloy High School
Patti Louie's Bear Stearns Experience 1994 - 2002
Job Chief Financial Officer at Volunteers of America Los Angeles
Industry Nonprofit Organization Management
Experience
Volunteers of America Los Angeles 2004 - Present
Bear Stearns 1994 - 2002
Hughes Aircraft Company 1985 - 1994
Skills
Finance, Strategic..., Entrepreneurship, Fundraising, Leadership, Nonprofits, Public Speaking, Strategic Planning, Strategy, Team Building, Community Outreach, Organizational..., Program Management, Research, Volunteer Management
Education
Walden University 2012 — 2016
PhD In Management, Leadership and Organizational Change
Loyola Marymount University
Bachelor of Science (BS), Electrical Engineering
Stanford University
Master of Science (M.S.), Electrical Engineering
UCLA
Master of Business Administration (MBA), Business Administration and Management, General
Volunteers of America Los Angeles 2004 - Present
Bear Stearns 1994 - 2002
Hughes Aircraft Company 1985 - 1994
Skills
Finance, Strategic..., Entrepreneurship, Fundraising, Leadership, Nonprofits, Public Speaking, Strategic Planning, Strategy, Team Building, Community Outreach, Organizational..., Program Management, Research, Volunteer Management
Education
Walden University 2012 — 2016
PhD In Management, Leadership and Organizational Change
Loyola Marymount University
Bachelor of Science (BS), Electrical Engineering
Stanford University
Master of Science (M.S.), Electrical Engineering
UCLA
Master of Business Administration (MBA), Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS