Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
Bear Stearns List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bear Stearns. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bear Stearns Employees
Employee
Years
Job
Industry
Chris da Cunha Chris da Cunha's Bear Stearns Experience March 1997 - September 1998
Job VP of Emerging Products at InsideSales.com
Industry Information Technology and Services
Experience
InsideSales.com May 2014 - Present
iHance Inc. March 2006 - May 2014
da Cunha Associates LLC June 2002 - March 2006
E*Offering - SoundView Technology Group May 1999 - May 2002
Bear Stearns March 1997 - September 1998
Punk, Ziegel & Knoell July 1995 - March 1997
Alex Brown & Sons September 1990 - June 1995
Goldman Sachs June 1989 - August 1989
Skills
SaaS, Corporate Development, Strategic Partnerships, Start-ups, Cloud Computing, Entrepreneurship, Business Strategy, Product Management, Investment Banking, M&A experience, Strategy, Business Development, Management, Executive Management, Competitive Analysis, Mergers & Acquisitions, Leadership, Salesforce.com
Education
Stanford University Graduate School of Business 1989 — 1990
MBA
Massachusetts Institute of Technology 1982 — 1986
BS, Electrical Engineering
InsideSales.com May 2014 - Present
iHance Inc. March 2006 - May 2014
da Cunha Associates LLC June 2002 - March 2006
E*Offering - SoundView Technology Group May 1999 - May 2002
Bear Stearns March 1997 - September 1998
Punk, Ziegel & Knoell July 1995 - March 1997
Alex Brown & Sons September 1990 - June 1995
Goldman Sachs June 1989 - August 1989
Skills
SaaS, Corporate Development, Strategic Partnerships, Start-ups, Cloud Computing, Entrepreneurship, Business Strategy, Product Management, Investment Banking, M&A experience, Strategy, Business Development, Management, Executive Management, Competitive Analysis, Mergers & Acquisitions, Leadership, Salesforce.com
Education
Stanford University Graduate School of Business 1989 — 1990
MBA
Massachusetts Institute of Technology 1982 — 1986
BS, Electrical Engineering
Benjamin Bernier Benjamin Bernier's Bear Stearns Experience February 2006 - September 2007
Job Shift Manager
Industry Utilities
Experience
Gridforce Energy Management, LLC June 2014 - Present
Constellation November 2008 - July 2014
Merrill Lynch September 2007 - November 2008
Bear Stearns February 2006 - September 2007
Calpine August 2003 - February 2006
Calpine July 2002 - August 2003
Calpine May 2001 - July 2002
Skills
NERC, Power Generation, Energy, Energy Markets, Steam Turbines, Natural Gas, Power Plants, Gas Turbines, Turbines, Commodity Markets, Commodity, Electricity Markets, Renewable Energy, Risk Management, Hedging, Trading, Smart Grid, Operations Management, Financial Analysis, Process Scheduler, NERC RC certified, PJM Generation Certified, PJM Transmission...
Education
Maine Maritime Academy 1997 — 2001
Bachelor's of Science, Marine Engineering Technology
Winthop High School 1994 — 1997
Gridforce Energy Management, LLC June 2014 - Present
Constellation November 2008 - July 2014
Merrill Lynch September 2007 - November 2008
Bear Stearns February 2006 - September 2007
Calpine August 2003 - February 2006
Calpine July 2002 - August 2003
Calpine May 2001 - July 2002
Skills
NERC, Power Generation, Energy, Energy Markets, Steam Turbines, Natural Gas, Power Plants, Gas Turbines, Turbines, Commodity Markets, Commodity, Electricity Markets, Renewable Energy, Risk Management, Hedging, Trading, Smart Grid, Operations Management, Financial Analysis, Process Scheduler, NERC RC certified, PJM Generation Certified, PJM Transmission...
Education
Maine Maritime Academy 1997 — 2001
Bachelor's of Science, Marine Engineering Technology
Winthop High School 1994 — 1997
Tina Saboury Tina Saboury's Bear Stearns Experience 2006 - 2007
Job Mortgage Marketing Director at National Residential Mortgage, a service of Heartland Financial USA, Inc.
Industry Financial Services
Experience
National Residential Mortgage, a service of Heartland Financial USA, Inc. November 2011 - Present
Integrity Solutions LLC April 2011 - November 2011
Integrity Solutions LLC 2008 - April 2011
Bear Stearns 2006 - 2007
Skills
Multi-channel Marketing, Strategic Planning, Content Strategy, Marketing Communications, Marketing Strategy, Social Media Marketing, Email Marketing, Coaching, Training, Leadership, Selling, Microsoft Office, Lead Generation, Advertising, Account Management, Sales Management, Marketing, Sales, New Business Development, Team Building, Management, Sales Process, CRM, B2B, Customer Service
Education
Michigan State University 2001 — 2005
Bachelor of Arts, Advertising
National Residential Mortgage, a service of Heartland Financial USA, Inc. November 2011 - Present
Integrity Solutions LLC April 2011 - November 2011
Integrity Solutions LLC 2008 - April 2011
Bear Stearns 2006 - 2007
Skills
Multi-channel Marketing, Strategic Planning, Content Strategy, Marketing Communications, Marketing Strategy, Social Media Marketing, Email Marketing, Coaching, Training, Leadership, Selling, Microsoft Office, Lead Generation, Advertising, Account Management, Sales Management, Marketing, Sales, New Business Development, Team Building, Management, Sales Process, CRM, B2B, Customer Service
Education
Michigan State University 2001 — 2005
Bachelor of Arts, Advertising
Matthew Hoban Matthew Hoban's Bear Stearns Experience June 2007 - March 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
The Rindler Group February 2014 - December 2014
.SKI January 2013 - February 2014
Credit Suisse August 2011 - January 2013
J.P. Morgan March 2008 - April 2011
Bear Stearns June 2007 - March 2008
Chicago Investment Group June 2006 - August 2006
Skills
Equities, Series 7, Microsoft Excel, Financial Modeling, Fixed Income, Asset Management, Business Analysis, Capital Markets, Hedge Funds, Finance
Education
Marist College 2003 — 2007
Bachelor of Science (BS), Finance, General
University College Cork
Merrill Lynch December 2014 - Present
The Rindler Group February 2014 - December 2014
.SKI January 2013 - February 2014
Credit Suisse August 2011 - January 2013
J.P. Morgan March 2008 - April 2011
Bear Stearns June 2007 - March 2008
Chicago Investment Group June 2006 - August 2006
Skills
Equities, Series 7, Microsoft Excel, Financial Modeling, Fixed Income, Asset Management, Business Analysis, Capital Markets, Hedge Funds, Finance
Education
Marist College 2003 — 2007
Bachelor of Science (BS), Finance, General
University College Cork
Minnie Harris Minnie Harris's Bear Stearns Experience June 2006 - August 2008
Job Senior Compliance Auditor at PrimeLending
Industry Real Estate
Experience
PrimeLending, A Plains Captial Company April 2013 - Present
PrimeLending, A Plains Captial Company June 2010 - April 2013
Bank of America February 2009 - June 2010
Bear Stearns June 2006 - August 2008
Countrywide Home Loans May 1997 - May 2006
Skills
Mortgage Banking, Refinance, Real Estate, Mortgage Lending, FHA, Residential Mortgages, Management, Mortgage Fraud..., Credit, Loans, Banking, Underwriting, Training, Loan Origination, Mortgage Underwriting, Credit Analysis, VA Loans
Education
Metropolitan Community College-Penn Valley
PrimeLending, A Plains Captial Company April 2013 - Present
PrimeLending, A Plains Captial Company June 2010 - April 2013
Bank of America February 2009 - June 2010
Bear Stearns June 2006 - August 2008
Countrywide Home Loans May 1997 - May 2006
Skills
Mortgage Banking, Refinance, Real Estate, Mortgage Lending, FHA, Residential Mortgages, Management, Mortgage Fraud..., Credit, Loans, Banking, Underwriting, Training, Loan Origination, Mortgage Underwriting, Credit Analysis, VA Loans
Education
Metropolitan Community College-Penn Valley
Buzz Moschetti Buzz Moschetti's Bear Stearns Experience January 2001 - March 2008
Job Enterprise Architect at MongoDB
Industry Financial Services
Experience
MongoDB November 2013 - Present
JPMorgan Chase March 2008 - April 2013
Bear Stearns January 2001 - March 2008
Bear Stearns January 1998 - January 2000
Skills
Transformational..., Enterprise Architecture, Information Architecture, Information Technology..., Software Project..., Distributed systems, Securities, Derivatives, Object Oriented Design, Perl, Java, Scuba Diving, High Performance Driving, Distributed Systems, Portfolio Management, Equities, Investment Banking, Architectures, Fixed Income, Strategy, Solution Architecture, Unix, Enterprise Software, Integration, Low Latency, Architecture, Management, Databases, Cloud Computing
Education
MIT
Series 63 & 7 certified
MongoDB November 2013 - Present
JPMorgan Chase March 2008 - April 2013
Bear Stearns January 2001 - March 2008
Bear Stearns January 1998 - January 2000
Skills
Transformational..., Enterprise Architecture, Information Architecture, Information Technology..., Software Project..., Distributed systems, Securities, Derivatives, Object Oriented Design, Perl, Java, Scuba Diving, High Performance Driving, Distributed Systems, Portfolio Management, Equities, Investment Banking, Architectures, Fixed Income, Strategy, Solution Architecture, Unix, Enterprise Software, Integration, Low Latency, Architecture, Management, Databases, Cloud Computing
Education
MIT
Series 63 & 7 certified
Anthony Simone Anthony Simone's Bear Stearns Experience August 2007 - March 2008
Job Managing Director at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase March 2008 - Present
Bear Stearns August 2007 - March 2008
McKinsey & Company September 1997 - August 2007
Skills
Financial Modeling, Management Consulting, Due Diligence, Capital Markets, Strategy, Corporate Finance, Corporate Development, Business Strategy, Financial Services
Education
MIT 1992 — 1997
PhD, Structural Engineering
Swarthmore College 1988 — 1992
Bachelor of Science (B.S.), Engineering
JP Morgan Chase March 2008 - Present
Bear Stearns August 2007 - March 2008
McKinsey & Company September 1997 - August 2007
Skills
Financial Modeling, Management Consulting, Due Diligence, Capital Markets, Strategy, Corporate Finance, Corporate Development, Business Strategy, Financial Services
Education
MIT 1992 — 1997
PhD, Structural Engineering
Swarthmore College 1988 — 1992
Bachelor of Science (B.S.), Engineering
Jim Segodnia Jim Segodnia's Bear Stearns Experience October 1991 - October 1994
Job Account Manager at Ab Initio
Industry Computer Software
Experience
Ab Initio Software Corporation 2008 - Present
IBM/FileNet August 2004 - April 2008
Peoplesoft/JD Edwards/YOUcentric June 2001 - January 2004
YOUcentric June 2000 - June 2001
First Union October 1998 - April 2000
Bridge Information Systems/EJV Partners November 1994 - September 1998
Bear Stearns October 1991 - October 1994
Skills
Sales Operations, CRM, Selling, Account Management, Sales, Business Development, Enterprise Software, Analytics, Professional Services, Financial Services
Education
Michigan State University
MBA, Finance
South Lake
Ab Initio Software Corporation 2008 - Present
IBM/FileNet August 2004 - April 2008
Peoplesoft/JD Edwards/YOUcentric June 2001 - January 2004
YOUcentric June 2000 - June 2001
First Union October 1998 - April 2000
Bridge Information Systems/EJV Partners November 1994 - September 1998
Bear Stearns October 1991 - October 1994
Skills
Sales Operations, CRM, Selling, Account Management, Sales, Business Development, Enterprise Software, Analytics, Professional Services, Financial Services
Education
Michigan State University
MBA, Finance
South Lake
Murugan Ramasamy's Bear Stearns Experience October 2006 - December 2007
Job Senior Software Engineer @ Florida Blue
Industry Information Technology and Services
Experience
Florida Blue April 2013 - Present
Verizon Data Services July 2012 - March 2013
Florida Blue February 2012 - June 2012
CSX Technology April 2011 - February 2012
Blue Cross Blue Shield of Florida 2010 - April 2011
Proclivity Systems March 2009 - September 2009
ESPN February 2008 - December 2008
Bear Stearns October 2006 - December 2007
Akorri July 2006 - September 2006
Investors Bank & Trust March 2006 - June 2006
Skills
Agile Methodologies, SOA, Requirements Analysis, SQL, Hibernate, Java Enterprise Edition, SDLC, Spring, Enterprise Architecture, Spring Framework, Java
Education
Madurai Kamaraj University 1997 — 2000
M.C.A, Computer Applications
Madurai Kamaraj University 1995 — 1997
M.Com, Corporate Accounts, Operations Research
Madurai Kamaraj University 1992 — 1995
B.Com, Company Accounts, Statistics
Florida Blue April 2013 - Present
Verizon Data Services July 2012 - March 2013
Florida Blue February 2012 - June 2012
CSX Technology April 2011 - February 2012
Blue Cross Blue Shield of Florida 2010 - April 2011
Proclivity Systems March 2009 - September 2009
ESPN February 2008 - December 2008
Bear Stearns October 2006 - December 2007
Akorri July 2006 - September 2006
Investors Bank & Trust March 2006 - June 2006
Skills
Agile Methodologies, SOA, Requirements Analysis, SQL, Hibernate, Java Enterprise Edition, SDLC, Spring, Enterprise Architecture, Spring Framework, Java
Education
Madurai Kamaraj University 1997 — 2000
M.C.A, Computer Applications
Madurai Kamaraj University 1995 — 1997
M.Com, Corporate Accounts, Operations Research
Madurai Kamaraj University 1992 — 1995
B.Com, Company Accounts, Statistics
Craig Harrigan Craig Harrigan's Bear Stearns Experience January 2005 - March 2008
Job Principal at 64 Solar LLC
Industry Renewables & Environment
Experience
64 Solar LLC October 2014 - Present
Green4Good February 2012 - Present
Encon Solar September 2012 - September 2014
SolarCity June 2011 - October 2012
Mercury Solar Systems November 2008 - June 2011
Bear Stearns January 2005 - March 2008
Jefferies & Company February 2002 - January 2005
Gruntal & Co 1997 - 2001
Skills
Alternative Energy, Solar Energy, New Business Development, Energy, Renewable Energy, Solar Cells, Solar Power, Competitive Analysis, Energy Efficiency, Business Development, Wind, Sustainability, Program Management, Management, Cleantech, Strategy, Photovoltaics, Start-ups, Energy Policy, Sustainable Business, Energy Management, Sustainability..., Energy Audits, Solar PV, Green Building, Sustainable Energy, Green Technology, Project Finance
Education
Sunpower Commercial Training 2008 — 2008
Marist College 1981 — 1985
BA, Communications
64 Solar LLC October 2014 - Present
Green4Good February 2012 - Present
Encon Solar September 2012 - September 2014
SolarCity June 2011 - October 2012
Mercury Solar Systems November 2008 - June 2011
Bear Stearns January 2005 - March 2008
Jefferies & Company February 2002 - January 2005
Gruntal & Co 1997 - 2001
Skills
Alternative Energy, Solar Energy, New Business Development, Energy, Renewable Energy, Solar Cells, Solar Power, Competitive Analysis, Energy Efficiency, Business Development, Wind, Sustainability, Program Management, Management, Cleantech, Strategy, Photovoltaics, Start-ups, Energy Policy, Sustainable Business, Energy Management, Sustainability..., Energy Audits, Solar PV, Green Building, Sustainable Energy, Green Technology, Project Finance
Education
Sunpower Commercial Training 2008 — 2008
Marist College 1981 — 1985
BA, Communications
Clare Gehrhardt Clare Gehrhardt's Bear Stearns Experience 2007 - 2009
Job Director at DTCC
Industry Financial Services
Experience
DTCC February 2013 - Present
DTCC February 2011 - February 2013
Lighthouse Financial Group, LLC 2009 - 2010
Bear Stearns 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
FpML, Derivatives, Dodd-Frank, Interest Rate..., Swaps, Credit Derivatives, Equity Derivatives, Financial Risk, Electronic Trading, Financial Markets, FX Options, Market Data, Portfolio Management, User Acceptance Testing, Business Analysis, EMIR, Foreign Exchange, Operational Risk, Prime Brokerage, Trading, Operational Risk..., Trading Systems, Financial Services, CRM, SDLC, Business Process, Structured Products
Education
Manhattan College 2002 — 2006
DTCC February 2013 - Present
DTCC February 2011 - February 2013
Lighthouse Financial Group, LLC 2009 - 2010
Bear Stearns 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
FpML, Derivatives, Dodd-Frank, Interest Rate..., Swaps, Credit Derivatives, Equity Derivatives, Financial Risk, Electronic Trading, Financial Markets, FX Options, Market Data, Portfolio Management, User Acceptance Testing, Business Analysis, EMIR, Foreign Exchange, Operational Risk, Prime Brokerage, Trading, Operational Risk..., Trading Systems, Financial Services, CRM, SDLC, Business Process, Structured Products
Education
Manhattan College 2002 — 2006
John Tokarczyk John Tokarczyk's Bear Stearns Experience March 1986 - June 2008
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2012 - Present
MF Global August 2011 - November 2011
J.P. Morgan June 2008 - July 2011
Bear Stearns March 1986 - June 2008
Education
Marist College 1982 — 1985
BS, Double Major: Finance & Accounting
J.P. Morgan January 2012 - Present
MF Global August 2011 - November 2011
J.P. Morgan June 2008 - July 2011
Bear Stearns March 1986 - June 2008
Education
Marist College 1982 — 1985
BS, Double Major: Finance & Accounting
Larry Mattera Larry Mattera's Bear Stearns Experience October 2005 - October 2006
Job BVAL Data Acquisition Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Murphy & Durieu March 2012 - March 2015
ICAP October 2007 - March 2012
Tullett Prebon October 2006 - October 2007
Bear Stearns October 2005 - October 2006
Deutsche Bank March 2000 - March 2004
Skills
Capital Markets, Fixed Income, Series 7, Trading Strategies, Credit, MBS, Series 63, Bloomberg, Investments, Alternative Investments, Financial Markets, Trading, Trading Systems, Structured Finance, Mortgage Lending, Equities, Bonds, Valuation, Loans, Loan Origination, ABS, Derivatives, Structured Products, CDS, Securities, Due Diligence, Financial Services
Education
Marist College 1991 — 1995
Bachelor of Science, Business Administration/Marketing
Monsignor Farrell High School 1987 — 1991
Bloomberg LP June 2015 - Present
Murphy & Durieu March 2012 - March 2015
ICAP October 2007 - March 2012
Tullett Prebon October 2006 - October 2007
Bear Stearns October 2005 - October 2006
Deutsche Bank March 2000 - March 2004
Skills
Capital Markets, Fixed Income, Series 7, Trading Strategies, Credit, MBS, Series 63, Bloomberg, Investments, Alternative Investments, Financial Markets, Trading, Trading Systems, Structured Finance, Mortgage Lending, Equities, Bonds, Valuation, Loans, Loan Origination, ABS, Derivatives, Structured Products, CDS, Securities, Due Diligence, Financial Services
Education
Marist College 1991 — 1995
Bachelor of Science, Business Administration/Marketing
Monsignor Farrell High School 1987 — 1991
Keith Brigley Keith Brigley's Bear Stearns Experience 1991 - 1998
Job
Industry Financial Services
Experience
Capital Markets Advisors LLC May 2013 - Present
BMO Capital Markets 2013 - 2015
PwC Consulting February 2011 - May 2013
Capco November 2006 - January 2011
ADP Clearing & Outsourcing 1998 - 2006
Bear Stearns 1991 - 1998
Securities Settlement 1987 - 1991
LF Rothchild 1984 - 1987
Skills
Management Consulting, Risk Management, Equities, Strategy Development, Wealth Management, Business Strategy, Change Management, Operations Management, Capital Markets, Business Transformation, Securities, Strategy, Due Diligence, Business Analysis, Financial Services, Financial Modeling, Fixed Income, Investment Banking, Mergers & Acquisitions, Financial Risk, Valuation, Derivatives, Portfolio Management, Management, Consulting, Finance, Operational Risk..., Governance
Education
Pace University - Lubin School of Business 1988 — 1994
MBA, Accounting
Manhattan College 1975 — 1979
B S
Capital Markets Advisors LLC May 2013 - Present
BMO Capital Markets 2013 - 2015
PwC Consulting February 2011 - May 2013
Capco November 2006 - January 2011
ADP Clearing & Outsourcing 1998 - 2006
Bear Stearns 1991 - 1998
Securities Settlement 1987 - 1991
LF Rothchild 1984 - 1987
Skills
Management Consulting, Risk Management, Equities, Strategy Development, Wealth Management, Business Strategy, Change Management, Operations Management, Capital Markets, Business Transformation, Securities, Strategy, Due Diligence, Business Analysis, Financial Services, Financial Modeling, Fixed Income, Investment Banking, Mergers & Acquisitions, Financial Risk, Valuation, Derivatives, Portfolio Management, Management, Consulting, Finance, Operational Risk..., Governance
Education
Pace University - Lubin School of Business 1988 — 1994
MBA, Accounting
Manhattan College 1975 — 1979
B S
Rob Farley, CFA Rob Farley, CFA's Bear Stearns Experience December 2003 - June 2008
Job
Industry Financial Services
Experience
Strategas Research Partners May 2013 - Present
Wolfe Trahan & Co. June 2008 - May 2013
Bear Stearns December 2003 - June 2008
Pratt & Whitney January 1999 - October 2003
Education
Michigan State University 1996 — 1998
B.S., Mechanical Engineering
Strategas Research Partners May 2013 - Present
Wolfe Trahan & Co. June 2008 - May 2013
Bear Stearns December 2003 - June 2008
Pratt & Whitney January 1999 - October 2003
Education
Michigan State University 1996 — 1998
B.S., Mechanical Engineering
Alex Farjo Alex Farjo's Bear Stearns Experience 2006 - 2008
Job Executive Director Institutional Equity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Bear Stearns 2006 - 2008
BMO Nesbitt Burns 1999 - 2006
Skills
Equities, Alternative Investments, Investment Strategies, Series 7, Mutual Funds, Asset Allocation, Trading, Series 63, Wealth Management
Education
McGill University 1995 — 1999
Upper Canada College 1990 — 1995
Morgan Stanley 2008 - Present
Bear Stearns 2006 - 2008
BMO Nesbitt Burns 1999 - 2006
Skills
Equities, Alternative Investments, Investment Strategies, Series 7, Mutual Funds, Asset Allocation, Trading, Series 63, Wealth Management
Education
McGill University 1995 — 1999
Upper Canada College 1990 — 1995
Yaron Koren Yaron Koren's Bear Stearns Experience August 2002 - February 2006
Job
Industry Internet
Experience
WikiWorks November 2009 - Present
Self-employed February 2006 - December 2009
Bear Stearns August 2002 - February 2006
ThinAirApps May 2000 - June 2001
SixDegrees March 1999 - May 2000
iXL June 1998 - March 1999
Skills
Semantic Web, Open Source, PHP, Agile Methodologies, Scalability, Ruby, Java, Semantic Technologies, Software Development, Python, MySQL, MediaWiki, Perl, Technical Writing
Education
Massachusetts Institute of Technology 1995 — 1998
BS
WikiWorks November 2009 - Present
Self-employed February 2006 - December 2009
Bear Stearns August 2002 - February 2006
ThinAirApps May 2000 - June 2001
SixDegrees March 1999 - May 2000
iXL June 1998 - March 1999
Skills
Semantic Web, Open Source, PHP, Agile Methodologies, Scalability, Ruby, Java, Semantic Technologies, Software Development, Python, MySQL, MediaWiki, Perl, Technical Writing
Education
Massachusetts Institute of Technology 1995 — 1998
BS
Vivek Punjabi Vivek Punjabi's Bear Stearns Experience June 2005 - December 2007
Job Global Marketing Solutions at Facebook
Industry Online Media
Experience
Facebook July 2012 - Present
Google May 2011 - September 2011
Deutsche Bank August 2009 - August 2010
Thomson Reuters January 2008 - August 2009
Bear Stearns June 2005 - December 2007
Skills
Team Leadership, Marketing, Negotiation, Sales, Strategic Planning, Marketing Strategy, Cross-functional Team..., Analytics, Strategy, Management, Business Development, Data Mining, Business Strategy, Competitive Analysis, Product Development, Analysis, Leadership, Enterprise Software, Mobile Devices, Digital Media, Market Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance, Marketing, General Management
Rutgers University-New Brunswick 2000 — 2005
BS, Finance, Computer Science, Statistics
East Brunswick High School 1996 — 2000
Facebook July 2012 - Present
Google May 2011 - September 2011
Deutsche Bank August 2009 - August 2010
Thomson Reuters January 2008 - August 2009
Bear Stearns June 2005 - December 2007
Skills
Team Leadership, Marketing, Negotiation, Sales, Strategic Planning, Marketing Strategy, Cross-functional Team..., Analytics, Strategy, Management, Business Development, Data Mining, Business Strategy, Competitive Analysis, Product Development, Analysis, Leadership, Enterprise Software, Mobile Devices, Digital Media, Market Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance, Marketing, General Management
Rutgers University-New Brunswick 2000 — 2005
BS, Finance, Computer Science, Statistics
East Brunswick High School 1996 — 2000
Jasmine N. Richards, CFA Jasmine N. Richards, CFA's Bear Stearns Experience 2003 - 2006
Job Fund of Funds Analyst Non US Equity at FIS Group
Industry Investment Management
Experience
FIS Group October 2013 - Present
State Street Global Advisors July 2011 - September 2013
J.P. Morgan June 2010 - August 2010
Oppenheimer & Co. September 2008 - March 2010
Oppenheimer & Co. 2006 - 2008
Bear Stearns 2003 - 2006
Skills
Equities, Equity Research, Asset Managment, Fixed Income, Securities, Financial Modeling, Accounting, Series 7, Series 63, Chartered Financial..., Investment Banking, Sales, Investment Management, Emerging Markets, Asset Management, Investments
Education
University of Chicago 2009 — 2011
MBA
University of the Witwatersrand - Wits Business School 2011 — 2011
MBA, International Exchange Program
Massachusetts Institute of Technology 1998 — 2002
Middlesex School 1994 — 1998
High School Diploma
FIS Group October 2013 - Present
State Street Global Advisors July 2011 - September 2013
J.P. Morgan June 2010 - August 2010
Oppenheimer & Co. September 2008 - March 2010
Oppenheimer & Co. 2006 - 2008
Bear Stearns 2003 - 2006
Skills
Equities, Equity Research, Asset Managment, Fixed Income, Securities, Financial Modeling, Accounting, Series 7, Series 63, Chartered Financial..., Investment Banking, Sales, Investment Management, Emerging Markets, Asset Management, Investments
Education
University of Chicago 2009 — 2011
MBA
University of the Witwatersrand - Wits Business School 2011 — 2011
MBA, International Exchange Program
Massachusetts Institute of Technology 1998 — 2002
Middlesex School 1994 — 1998
High School Diploma
Nancy Wilt Nancy Wilt's Bear Stearns Experience 1987 - 1991
Job Structured Finance Professional
Industry Capital Markets
Experience
Independent August 2007 - August 2010
PricewaterhouseCoopers 2007 - 2007
Citigroup January 1991 - April 2006
JP Morgan Securities 1993 - 1994
Merrill Lynch April 1991 - January 1993
Bear Stearns 1987 - 1991
Skills
Financial Analysis, Capital Markets, Project Management, Financial Modeling, Portfolio Management, Asset Management, Finance, Financial Structuring, Due Diligence, Investment Banking, Structured Finance, Fixed Income, Banking, Investments, Strategy, Trading
Education
McGill University
New York University
Certification Program
Pace University
Certification Program
Independent August 2007 - August 2010
PricewaterhouseCoopers 2007 - 2007
Citigroup January 1991 - April 2006
JP Morgan Securities 1993 - 1994
Merrill Lynch April 1991 - January 1993
Bear Stearns 1987 - 1991
Skills
Financial Analysis, Capital Markets, Project Management, Financial Modeling, Portfolio Management, Asset Management, Finance, Financial Structuring, Due Diligence, Investment Banking, Structured Finance, Fixed Income, Banking, Investments, Strategy, Trading
Education
McGill University
New York University
Certification Program
Pace University
Certification Program
Ajay Singhal Ajay Singhal's Bear Stearns Experience June 2006 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan 2008 - Present
Bear Stearns June 2006 - Present
Deutsche Bank January 2005 - June 2006
Compunnel Software Group September 2004 - June 2006
Skills
Sybase, SDLC, Java Enterprise Edition, Hibernate, Spring, Electronic Trading, Weblogic, Java, Struts, Derivatives, Sun Certified Java..., UML, Microsoft SQL Server, J2EE Application..., Microsoft Certified..., Design Patterns, Spring Framework, Flex, J2EE, Portal Technologies, Web 2.0, AJAX Toolkit, AJAX Frameworks, Weblogic Portal Server, Weblogic Application..., Portlet Development, Adobe Flex, Oracle SQL
Education
Maharshi Dayanand University
Masters, Computer Science
CCS University
Masters, Mathematics
National Institute of Information Technology
JP Morgan 2008 - Present
Bear Stearns June 2006 - Present
Deutsche Bank January 2005 - June 2006
Compunnel Software Group September 2004 - June 2006
Skills
Sybase, SDLC, Java Enterprise Edition, Hibernate, Spring, Electronic Trading, Weblogic, Java, Struts, Derivatives, Sun Certified Java..., UML, Microsoft SQL Server, J2EE Application..., Microsoft Certified..., Design Patterns, Spring Framework, Flex, J2EE, Portal Technologies, Web 2.0, AJAX Toolkit, AJAX Frameworks, Weblogic Portal Server, Weblogic Application..., Portlet Development, Adobe Flex, Oracle SQL
Education
Maharshi Dayanand University
Masters, Computer Science
CCS University
Masters, Mathematics
National Institute of Information Technology
Lee Grunberg's Bear Stearns Experience January 2000 - December 2001
Job Partner at PRIVEQ Capital Funds
Industry Financial Services
Experience
PRIVEQ Capital Funds April 2006 - Present
HSBC Capital (Canada) Inc. 2002 - 2005
Bear Stearns January 2000 - December 2001
Education
McGill University
BA, Economics & Political Science
York University - Schulich School of Business
MBA, Finance & Accounting
PRIVEQ Capital Funds April 2006 - Present
HSBC Capital (Canada) Inc. 2002 - 2005
Bear Stearns January 2000 - December 2001
Education
McGill University
BA, Economics & Political Science
York University - Schulich School of Business
MBA, Finance & Accounting
Todd Benjamin Todd Benjamin's Bear Stearns Experience 2002 - 2005
Job Commercial real estate, investment management, & private equity alternative assets, socially responsible investing
Industry Commercial Real Estate
Experience
John Hancock/Manulife Financial 2011 - Present
Codman Square Neighborhood Development Corporation August 2013 - Present
A Better City 2012 - Present
Real Estate, Investment Banking, Private Equity, and Corporate Finance Transactions 2009 - 2011
Credit Suisse (USA), (Europe) 2007 - 2009
Emerson Electric Co. 2007 - 2007
Bear Stearns 2002 - 2005
Skills
Valuation, Financial Modeling, Financial Analysis, Real Estate, Business Valuation, Capital Markets, Due Diligence, Real Estate Finance, Underwriting, Business Strategy, Alternative Investments, Commercial Real Estate, Infrastructure, Socially Responsible..., Fundraising, Special Situations, Asset Management, Strategic Planning, Restructuring, Negotiation, Structured Finance, Credit Analysis, Private Equity, Investment Banking, Credit, Debt, Fixed Income, Equities, Mergers, Corporate Finance, Structuring, Venture Capital, Real Estate Economics, Mergers & Acquisitions
Education
Massachusetts Institute of Technology
Washington University in St. Louis - Olin Business School
MBA, Finance, International Business
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule
International Business Studies - Emerging markets strategy, policies, and business trends
Syracuse University
Bachelor of Science (B.S.)
John Hancock/Manulife Financial 2011 - Present
Codman Square Neighborhood Development Corporation August 2013 - Present
A Better City 2012 - Present
Real Estate, Investment Banking, Private Equity, and Corporate Finance Transactions 2009 - 2011
Credit Suisse (USA), (Europe) 2007 - 2009
Emerson Electric Co. 2007 - 2007
Bear Stearns 2002 - 2005
Skills
Valuation, Financial Modeling, Financial Analysis, Real Estate, Business Valuation, Capital Markets, Due Diligence, Real Estate Finance, Underwriting, Business Strategy, Alternative Investments, Commercial Real Estate, Infrastructure, Socially Responsible..., Fundraising, Special Situations, Asset Management, Strategic Planning, Restructuring, Negotiation, Structured Finance, Credit Analysis, Private Equity, Investment Banking, Credit, Debt, Fixed Income, Equities, Mergers, Corporate Finance, Structuring, Venture Capital, Real Estate Economics, Mergers & Acquisitions
Education
Massachusetts Institute of Technology
Washington University in St. Louis - Olin Business School
MBA, Finance, International Business
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule
International Business Studies - Emerging markets strategy, policies, and business trends
Syracuse University
Bachelor of Science (B.S.)
William Adams William Adams's Bear Stearns Experience January 1987 - October 1990
Job CEO at Expense Cutters LLC
Industry Entertainment
Experience
Expense Cutters LLC April 2014 - Present
Vine Talk March 2014 - Present
United Stations Radio Networks October 1996 - August 2013
Leland's Collectibles & Auctions August 1992 - October 1996
Huntington Cubs Professional Baseball May 1990 - September 1995
Cooks Tools, Inc October 1990 - June 1991
Bear Stearns January 1987 - October 1990
Arthur Young September 1983 - December 1986
Skills
Accounting, Finance, Financial Reporting, Financial Modeling, Employee Benefits, Corporate Real Estate, Contract Negotiation, Internal Controls, Human Resources, Cash Flow, Cash Management, Process Improvement, US GAAP, Due Diligence, Financial Statements, External Audit, Working Capital..., Internal Audit, Budgets, Start-ups, Financial Analysis, Strategic Planning, Strategy
Education
Manhattan College 1979 — 1983
Bachelor of Science (B.S.), Accounting
Expense Cutters LLC April 2014 - Present
Vine Talk March 2014 - Present
United Stations Radio Networks October 1996 - August 2013
Leland's Collectibles & Auctions August 1992 - October 1996
Huntington Cubs Professional Baseball May 1990 - September 1995
Cooks Tools, Inc October 1990 - June 1991
Bear Stearns January 1987 - October 1990
Arthur Young September 1983 - December 1986
Skills
Accounting, Finance, Financial Reporting, Financial Modeling, Employee Benefits, Corporate Real Estate, Contract Negotiation, Internal Controls, Human Resources, Cash Flow, Cash Management, Process Improvement, US GAAP, Due Diligence, Financial Statements, External Audit, Working Capital..., Internal Audit, Budgets, Start-ups, Financial Analysis, Strategic Planning, Strategy
Education
Manhattan College 1979 — 1983
Bachelor of Science (B.S.), Accounting
Brian Colleran Brian Colleran's Bear Stearns Experience 2000 - 2008
Job Director at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank 2011 - Present
MarketAxess 2008 - 2011
Bear Stearns 2000 - 2008
Education
Mercer University
Bachelor of Science (BSc), Finance, General
Barclays Investment Bank 2011 - Present
MarketAxess 2008 - 2011
Bear Stearns 2000 - 2008
Education
Mercer University
Bachelor of Science (BSc), Finance, General
Jeff Casey Jeff Casey's Bear Stearns Experience December 2006 - December 2008
Job Underwriting Supervisor at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2009 - Present
Bank of America March 2009 - November 2009
Bear Stearns December 2006 - December 2008
Wells Fargo Home Mortgage February 2003 - December 2006
Wells Fargo Home Mortgage January 2003 - December 2006
Conseco/ Green Tree December 1999 - December 2003
Skills
Project Management, Employee Training, Curriculum Development, Operational Planning, Visionary, Team Leadership, Strategic Planning, Entrepreneurship, Communication, Creative Problem Solving, Mortgage Lending, Loan Origination, Mortgage Banking
Education
Marquette University 1979 — 1983
BS Business Administration, Finance and Financial Management Services
JPMorgan Chase December 2009 - Present
Bank of America March 2009 - November 2009
Bear Stearns December 2006 - December 2008
Wells Fargo Home Mortgage February 2003 - December 2006
Wells Fargo Home Mortgage January 2003 - December 2006
Conseco/ Green Tree December 1999 - December 2003
Skills
Project Management, Employee Training, Curriculum Development, Operational Planning, Visionary, Team Leadership, Strategic Planning, Entrepreneurship, Communication, Creative Problem Solving, Mortgage Lending, Loan Origination, Mortgage Banking
Education
Marquette University 1979 — 1983
BS Business Administration, Finance and Financial Management Services
Patrick Garrett Patrick Garrett's Bear Stearns Experience February 1997 - November 2002
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2003 - Present
Bear Stearns February 1997 - November 2002
Goldman Sachs 1992 - 1997
Salomon Brothers Inc August 1986 - December 1991
Texas Instruments 1982 - 1984
Skills
Capital Markets, Investment Banking, Valuation, Equities, Hedge Funds, Corporate Finance, Private Equity, Portfolio Management, Securities, Equity Capital Markets, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
M.B.A., Finance
University of Virginia 1978 — 1982
B.S. Commerce, Finance
Wells Fargo Securities June 2003 - Present
Bear Stearns February 1997 - November 2002
Goldman Sachs 1992 - 1997
Salomon Brothers Inc August 1986 - December 1991
Texas Instruments 1982 - 1984
Skills
Capital Markets, Investment Banking, Valuation, Equities, Hedge Funds, Corporate Finance, Private Equity, Portfolio Management, Securities, Equity Capital Markets, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
M.B.A., Finance
University of Virginia 1978 — 1982
B.S. Commerce, Finance
Anthony Tomicich Anthony Tomicich's Bear Stearns Experience March 1989 - April 1992
Job Financial Operatons Specialist
Industry Investment Management
Experience
Greater New York City Area May 2015 - Present
UBS June 2013 - April 2015
AllianceBernstein April 2000 - June 2012
SG Cowen June 1998 - February 2000
Paine Webber April 1995 - June 1998
Kidder Peabody June 1992 - April 1995
Bear Stearns March 1989 - April 1992
Skills
Settlement, Corporate Actions, Fixed Income, Equities, Stocks, Securities, Asset Management, Bonds, Process Improvement, Dividends, Microsoft Excel, Account Reconciliation, Transfer Agency, Microsoft Word, Outlook, Financial Operations, Highly detail oriented, Brokers, Highly Dedicated, Exceptional People..., High Level Of Accuracy, Reorg, Buy-in, Operations Management, Stock Transfer, Financial Analysis, Prioritize Workload, Committed to..., Capital Markets, Financial Services, Investment Banking, Broadridge, ADP, DTCC, Loan Administration, WSO, Clearpar, Brokerage Operations, Fail Control, Bond Interest, Flexibility, Adaptability, Fast Paced Environment, Fast Learner, Multi Tasking
Education
Manhattan College 1984 — 1988
Bachelor of Science (Business Administration), Finance and Marketing Majors
Greater New York City Area May 2015 - Present
UBS June 2013 - April 2015
AllianceBernstein April 2000 - June 2012
SG Cowen June 1998 - February 2000
Paine Webber April 1995 - June 1998
Kidder Peabody June 1992 - April 1995
Bear Stearns March 1989 - April 1992
Skills
Settlement, Corporate Actions, Fixed Income, Equities, Stocks, Securities, Asset Management, Bonds, Process Improvement, Dividends, Microsoft Excel, Account Reconciliation, Transfer Agency, Microsoft Word, Outlook, Financial Operations, Highly detail oriented, Brokers, Highly Dedicated, Exceptional People..., High Level Of Accuracy, Reorg, Buy-in, Operations Management, Stock Transfer, Financial Analysis, Prioritize Workload, Committed to..., Capital Markets, Financial Services, Investment Banking, Broadridge, ADP, DTCC, Loan Administration, WSO, Clearpar, Brokerage Operations, Fail Control, Bond Interest, Flexibility, Adaptability, Fast Paced Environment, Fast Learner, Multi Tasking
Education
Manhattan College 1984 — 1988
Bachelor of Science (Business Administration), Finance and Marketing Majors
Meghan Schilt, CMP Meghan Schilt, CMP's Bear Stearns Experience March 2006 - June 2008
Job Events Manager at King & Spalding
Industry Events Services
Experience
King & Spalding March 2015 - Present
Apax Partners August 2008 - February 2015
Meeting Professionals International, Greater New York Chapter July 2012 - December 2013
Bear Stearns March 2006 - June 2008
FSC Securities Corporation 2003 - 2006
Skills
Meeting Planning, Food & Beverage, Hospitality, Budget, Registration, Marketing Communications, Leadership, Trade Shows, Marketing, Public Relations, Budgets, Incentives, Convention Services, Contract Negotiation, Hotels, Hospitality Management, Hospitality Industry, Event Management, Corporate Events
Education
Miami University 1997 — 2001
BA English Journalism
King & Spalding March 2015 - Present
Apax Partners August 2008 - February 2015
Meeting Professionals International, Greater New York Chapter July 2012 - December 2013
Bear Stearns March 2006 - June 2008
FSC Securities Corporation 2003 - 2006
Skills
Meeting Planning, Food & Beverage, Hospitality, Budget, Registration, Marketing Communications, Leadership, Trade Shows, Marketing, Public Relations, Budgets, Incentives, Convention Services, Contract Negotiation, Hotels, Hospitality Management, Hospitality Industry, Event Management, Corporate Events
Education
Miami University 1997 — 2001
BA English Journalism
Jeffrey S. Fisher Jeffrey S. Fisher's Bear Stearns Experience 1994 - 1998
Job ConsultingRenewable Energy, Investment Management, Venture Capital
Industry Financial Services
Experience
Carbon Vision March 2012 - February 2013
Oppenheimer & Co. September 2010 - 2012
Delaware Street Capital August 2007 - January 2009
Advanced Equities April 2005 - August 2007
Bank One 1998 - 2002
Bear Stearns 1994 - 1998
Salomon Brothers 1990 - 1994
Skills
Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Mutual Funds, Investor Relations, Alternative Energy, Asset Allocation, Investment Advisory, Investments, Equities, Mergers & Acquisitions, Capital Markets, Investment Banking, Financial Structuring, Strategic Financial..., Financial Planning
Education
Middlebury College 1978 — 1982
BA, Economics
Carbon Vision March 2012 - February 2013
Oppenheimer & Co. September 2010 - 2012
Delaware Street Capital August 2007 - January 2009
Advanced Equities April 2005 - August 2007
Bank One 1998 - 2002
Bear Stearns 1994 - 1998
Salomon Brothers 1990 - 1994
Skills
Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Mutual Funds, Investor Relations, Alternative Energy, Asset Allocation, Investment Advisory, Investments, Equities, Mergers & Acquisitions, Capital Markets, Investment Banking, Financial Structuring, Strategic Financial..., Financial Planning
Education
Middlebury College 1978 — 1982
BA, Economics
Tim Moynihan, AAMS Tim Moynihan, AAMS's Bear Stearns Experience February 2006 - March 2008
Job Executive Vice President at Janney Montgomery Scott, LLC Trusted Advisor For Generations
Industry Financial Services
Experience
Janney Montgomery Scott, LLC March 2008 - Present
Bear Stearns February 2006 - March 2008
Advest, Inc. April 1992 - February 2006
Skills
Estate Planning, Series 7, Series 63, Retirement Planning, Investments, Portfolio Management, Capital Markets, Finance, Small Business, Life Insurance, Wealth Management, Mutual Funds, Securities, Fixed Income, Strategic Financial..., Equities, Investment Management, Hedge Funds, ETFs, Asset Managment, Series 65, 401k, Asset Allocation, FINRA, Financial Services, Financial Planners, Investment Advisory, Retirement, Wealth Management..., Insurance, Asset Management
Education
Merrimack College 1984 — 1988
Bachelor Of Science, Finance, Andover, MA
Bridgeton Academy 1983 — 1984
Post Grad
Austin Prep 1979 — 1983
High school degree
Janney Montgomery Scott, LLC March 2008 - Present
Bear Stearns February 2006 - March 2008
Advest, Inc. April 1992 - February 2006
Skills
Estate Planning, Series 7, Series 63, Retirement Planning, Investments, Portfolio Management, Capital Markets, Finance, Small Business, Life Insurance, Wealth Management, Mutual Funds, Securities, Fixed Income, Strategic Financial..., Equities, Investment Management, Hedge Funds, ETFs, Asset Managment, Series 65, 401k, Asset Allocation, FINRA, Financial Services, Financial Planners, Investment Advisory, Retirement, Wealth Management..., Insurance, Asset Management
Education
Merrimack College 1984 — 1988
Bachelor Of Science, Finance, Andover, MA
Bridgeton Academy 1983 — 1984
Post Grad
Austin Prep 1979 — 1983
High school degree
Julie Dietz Julie Dietz's Bear Stearns Experience September 2006 - November 2008
Job Training Professional
Industry Financial Services
Experience
Lifestyle Family Fitness June 2009 - September 2012
RFC ( Residential Finance Corp.) November 2008 - June 2009
Bear Stearns September 2006 - November 2008
Oak Street Mortgage, LLC January 2002 - July 2006
Oak Street Mortgage January 2002 - May 2004
Delta Funding October 1997 - December 2001
Fidelity Mortgage 1997 - 2001
Midwest National Mortgage Bank September 1994 - 1997
Skills
Customer Service, Process Improvement, Employee Training, Sales, Project Management, Training, Budgets, Sales Operations, Strategy, Organizational..., Management, Human Resources, Leadership, Negotiation, Strategic Planning, Employee Benefits, Program Management, Time Management, Team Management, Operations Management
Education
Miami University
Business
Lifestyle Family Fitness June 2009 - September 2012
RFC ( Residential Finance Corp.) November 2008 - June 2009
Bear Stearns September 2006 - November 2008
Oak Street Mortgage, LLC January 2002 - July 2006
Oak Street Mortgage January 2002 - May 2004
Delta Funding October 1997 - December 2001
Fidelity Mortgage 1997 - 2001
Midwest National Mortgage Bank September 1994 - 1997
Skills
Customer Service, Process Improvement, Employee Training, Sales, Project Management, Training, Budgets, Sales Operations, Strategy, Organizational..., Management, Human Resources, Leadership, Negotiation, Strategic Planning, Employee Benefits, Program Management, Time Management, Team Management, Operations Management
Education
Miami University
Business
Brian Pope Brian Pope's Bear Stearns Experience June 2006 - August 2006
Job Director, Babson Capital
Industry Investment Management
Experience
Babson Capital Management November 2013 - Present
Babson Capital Management August 2009 - Present
Edgeview Partners June 2007 - June 2009
Bear Stearns June 2006 - August 2006
RJ Reynolds 2004 - 2006
RJ Reynolds 2001 - 2004
Skills
Portfolio Management, Mergers & Acquisitions, Investments, Due Diligence, Investment Banking, Equities, Fixed Income, Finance, Business Development, Investment Management, Business Analysis, Analysis, CRM, Managerial Finance, Product Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2007
MBA
North Carolina State University - College of Management 1996 — 2001
BS, Finance; General Management
Babson Capital Management November 2013 - Present
Babson Capital Management August 2009 - Present
Edgeview Partners June 2007 - June 2009
Bear Stearns June 2006 - August 2006
RJ Reynolds 2004 - 2006
RJ Reynolds 2001 - 2004
Skills
Portfolio Management, Mergers & Acquisitions, Investments, Due Diligence, Investment Banking, Equities, Fixed Income, Finance, Business Development, Investment Management, Business Analysis, Analysis, CRM, Managerial Finance, Product Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2007
MBA
North Carolina State University - College of Management 1996 — 2001
BS, Finance; General Management
John Racy John Racy's Bear Stearns Experience March 1988 - March 1991
Job Director, Financial Services Regulatory Practice at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers August 2008 - Present
Natixis Capital Markets 2000 - 2007
JPMorgan Chase April 1993 - August 2000
UBS Securities Co., Ltd March 1991 - April 1993
Bear Stearns March 1988 - March 1991
Cohane Rafferty Securities 1986 - 1988
Skills
Capital Markets, Risk Management, Finance, Due Diligence, Structured Finance, Portfolio Management, Derivatives, Investment Banking, Valuation, Securities, Securitization, Loans, Mortgage Lending, Credit, Fixed Income, Banking, Operational Risk..., Trading, Structured Products, Securities Regulation, Funding, Operational Risk, Quality Assurance, Management Consulting, RMBS/Auto ABS..., Internal Control..., Mortgage and Fixed..., Warehouse Lending..., Mortgage Servicing..., Secured Transactions, Enterprise Risk..., Corporate Governance, Credit Risk, MBS, Regulatory Compliance, Financial Regulation, Regulatory Submissions, External Audit, Trading Operations, Counterparty Risk, Leadership, Management, Series 24, Series 7, Series 63
Education
New York Law School 1979 — 1982
Juris Doctor, Law
Manhattanville College 1974 — 1978
B.A, Economics & Political Science
PricewaterhouseCoopers August 2008 - Present
Natixis Capital Markets 2000 - 2007
JPMorgan Chase April 1993 - August 2000
UBS Securities Co., Ltd March 1991 - April 1993
Bear Stearns March 1988 - March 1991
Cohane Rafferty Securities 1986 - 1988
Skills
Capital Markets, Risk Management, Finance, Due Diligence, Structured Finance, Portfolio Management, Derivatives, Investment Banking, Valuation, Securities, Securitization, Loans, Mortgage Lending, Credit, Fixed Income, Banking, Operational Risk..., Trading, Structured Products, Securities Regulation, Funding, Operational Risk, Quality Assurance, Management Consulting, RMBS/Auto ABS..., Internal Control..., Mortgage and Fixed..., Warehouse Lending..., Mortgage Servicing..., Secured Transactions, Enterprise Risk..., Corporate Governance, Credit Risk, MBS, Regulatory Compliance, Financial Regulation, Regulatory Submissions, External Audit, Trading Operations, Counterparty Risk, Leadership, Management, Series 24, Series 7, Series 63
Education
New York Law School 1979 — 1982
Juris Doctor, Law
Manhattanville College 1974 — 1978
B.A, Economics & Political Science
Tania Kerr Tania Kerr's Bear Stearns Experience July 1998 - March 2008
Job Administrative Director at United Soccer Leagues
Industry Sports
Experience
United Soccer League May 2014 - Present
JPMorgan Chase March 2008 - November 2013
Bear Stearns July 1998 - March 2008
Salomon Brothers August 1994 - June 1998
Skills
Metrics Reporting, Project Management, Reporting Management, Cost Control Programs, Strategic Planning &..., Process Improvements, Organizational..., Process Improvement
Education
University of Phoenix 1998 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Miami Dade College
Associate of Arts (AA), Business Administration and Management, General
United Soccer League May 2014 - Present
JPMorgan Chase March 2008 - November 2013
Bear Stearns July 1998 - March 2008
Salomon Brothers August 1994 - June 1998
Skills
Metrics Reporting, Project Management, Reporting Management, Cost Control Programs, Strategic Planning &..., Process Improvements, Organizational..., Process Improvement
Education
University of Phoenix 1998 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Miami Dade College
Associate of Arts (AA), Business Administration and Management, General
Steven Quinones Steven Quinones's Bear Stearns Experience June 1989 - June 1993
Job Transworld Systems Inc.
Industry Financial Services
Experience
Transworld Systems September 1994 - Present
Transworld Systems 1994 - Present
Bear Stearns & Co. Inc June 1989 - June 1993
Bear Stearns June 1989 - June 1993
Skills
Account Management, Call Centers, Call Center, New Business Development, Accounting, Customer Retention, Customer Service, Microsoft Excel, Microsoft Office, Sales, Selling, Small Business, Leadership, Business Development, Team Building, Sales Management
Education
Brooklyn College
Music
Foster Joyce Travel Training Center
American Airlines Sabre System
Julia Richmond High School
Academic Diploma
Marymount Manhattan College
Travel & Tourism
Transworld Systems September 1994 - Present
Transworld Systems 1994 - Present
Bear Stearns & Co. Inc June 1989 - June 1993
Bear Stearns June 1989 - June 1993
Skills
Account Management, Call Centers, Call Center, New Business Development, Accounting, Customer Retention, Customer Service, Microsoft Excel, Microsoft Office, Sales, Selling, Small Business, Leadership, Business Development, Team Building, Sales Management
Education
Brooklyn College
Music
Foster Joyce Travel Training Center
American Airlines Sabre System
Julia Richmond High School
Academic Diploma
Marymount Manhattan College
Travel & Tourism
René Olmeda René Olmeda's Bear Stearns Experience May 1999 - August 1999
Job IT Professional • Technical Support Specialist
Industry Information Technology and Services
Experience
The Graduate Center, City University of New York (CUNY) July 2008 - Present
WorldLink Media March 2005 - June 2006
Dentatus USA, LTD. April 2003 - October 2004
The Mary Mitchell Family and Youth Center January 2001 - January 2002
Bear Stearns May 1999 - August 1999
Universal Health Plan December 1996 - December 1998
Skills
Information Technology, Desktop Support, Help Desk Support, Windows, Mac, IT Hardware Support, Ethernet, Remote Desktop, TCP/IP, DNS, DHCP, Active Directory, Disk Imaging, Customer Support, Technical Support, Networking, Operating Systems, Computer Hardware, VPN, Printers, Servers, Software Installation, Hardware, XP, Troubleshooting, Norton Ghost, Wireless Networking, OS X, Windows 7, Laptops, Altiris, Numara Track-It, Virtualization, BMC Remedy, Antivirus, System Administration, Desktop Computers, Windows Server, System Deployment, Citrix
Education
Manhattan College 1997 — 2001
Bachelor's degree, Computer Information Systems
The Career Center 2007 — 2007
Certificate of completion, CompTia Network+
The Graduate Center, City University of New York (CUNY) July 2008 - Present
WorldLink Media March 2005 - June 2006
Dentatus USA, LTD. April 2003 - October 2004
The Mary Mitchell Family and Youth Center January 2001 - January 2002
Bear Stearns May 1999 - August 1999
Universal Health Plan December 1996 - December 1998
Skills
Information Technology, Desktop Support, Help Desk Support, Windows, Mac, IT Hardware Support, Ethernet, Remote Desktop, TCP/IP, DNS, DHCP, Active Directory, Disk Imaging, Customer Support, Technical Support, Networking, Operating Systems, Computer Hardware, VPN, Printers, Servers, Software Installation, Hardware, XP, Troubleshooting, Norton Ghost, Wireless Networking, OS X, Windows 7, Laptops, Altiris, Numara Track-It, Virtualization, BMC Remedy, Antivirus, System Administration, Desktop Computers, Windows Server, System Deployment, Citrix
Education
Manhattan College 1997 — 2001
Bachelor's degree, Computer Information Systems
The Career Center 2007 — 2007
Certificate of completion, CompTia Network+
Matthew Pauley Matthew Pauley's Bear Stearns Experience June 1999 - June 2006
Job Senior Vice President GE Antares at GE Capital
Industry Financial Services
Experience
GE Capital August 2014 - Present
GE Capital April 2012 - July 2014
Cantor Fitzgerald November 2009 - February 2012
Banc of America Securities June 2006 - January 2009
Bear Stearns June 1999 - June 2006
Banc of America Securities August 1997 - August 1999
Oppenheimer & Co. October 1992 - October 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Investment Banking, Debt, Capital Markets, Corporate Finance, M&A experience, Structured Finance, Loans, Finance, LBO, Mergers & Acquisitions, Management, Corporate Development, Hedge Funds, Due Diligence, Investments, Leveraged Finance, Alternative Investments, Venture Capital, Portfolio Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Middlebury College 1988 — 1992
BA, Economics
Harvard High School 1982 — 1988
GE Capital August 2014 - Present
GE Capital April 2012 - July 2014
Cantor Fitzgerald November 2009 - February 2012
Banc of America Securities June 2006 - January 2009
Bear Stearns June 1999 - June 2006
Banc of America Securities August 1997 - August 1999
Oppenheimer & Co. October 1992 - October 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Investment Banking, Debt, Capital Markets, Corporate Finance, M&A experience, Structured Finance, Loans, Finance, LBO, Mergers & Acquisitions, Management, Corporate Development, Hedge Funds, Due Diligence, Investments, Leveraged Finance, Alternative Investments, Venture Capital, Portfolio Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Middlebury College 1988 — 1992
BA, Economics
Harvard High School 1982 — 1988
Nicholas Claudio Nicholas Claudio's Bear Stearns Experience October 1998 - October 1999
Job Contractor at McKinsey & Company
Industry Information Services
Experience
CCS 2002 - Present
McKinsey & Company January 2000 - Present
Nortel Networks October 1999 - January 2002
Bear Stearns October 1998 - October 1999
Westcon January 1998 - October 1998
Skills
Consulting, Cisco Technologies, Strategy, IT Management, Strategic Planning, Project Management, Cloud Computing, SaaS, Juniper, Arista, F5 BigIP, EIGRP, VoIP, Project Planning, Riverbed, Cisco IOS, Cisco Nexus, MPLS, MPLS VPN, Virtualization, BGPv4, OSPF, IPv6, Program Management, Strategic Partnerships, E-commerce, Business Strategy, Security, CRM, Vendor Management, Disaster Recovery, Data Center, VMware, Network Security, Integration, Infrastructure, JUNOS, Juniper UAC, Palo Alto Firewall, Bluecoat Proxies, VMware ESX, Spanning Tree, VTP, IPv4, Member of Toastmasters, Long Distance Running
Education
Manhattan College 1990 — 1993
BS, Civil Engineering
CCS 2002 - Present
McKinsey & Company January 2000 - Present
Nortel Networks October 1999 - January 2002
Bear Stearns October 1998 - October 1999
Westcon January 1998 - October 1998
Skills
Consulting, Cisco Technologies, Strategy, IT Management, Strategic Planning, Project Management, Cloud Computing, SaaS, Juniper, Arista, F5 BigIP, EIGRP, VoIP, Project Planning, Riverbed, Cisco IOS, Cisco Nexus, MPLS, MPLS VPN, Virtualization, BGPv4, OSPF, IPv6, Program Management, Strategic Partnerships, E-commerce, Business Strategy, Security, CRM, Vendor Management, Disaster Recovery, Data Center, VMware, Network Security, Integration, Infrastructure, JUNOS, Juniper UAC, Palo Alto Firewall, Bluecoat Proxies, VMware ESX, Spanning Tree, VTP, IPv4, Member of Toastmasters, Long Distance Running
Education
Manhattan College 1990 — 1993
BS, Civil Engineering
Michael Nannizzi Michael Nannizzi's Bear Stearns Experience September 2005 - June 2008
Job
Industry Financial Services
Experience
Goldman Sachs 2010 - Present
Oppenheimer June 2008 - December 2010
Bear Stearns September 2005 - June 2008
Macromarkets.com June 2003 - September 2005
Walmart.com August 2000 - July 2001
e-lingo September 1999 - August 2000
Ernst & Young June 1997 - September 1999
Skills
Strategic Financial..., Insurance, Finance, Equity Research, Equities, Accounting, Financial Modeling, Valuation
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
Marquette University 1993 — 1997
BS, Accounting/International Business
Goldman Sachs 2010 - Present
Oppenheimer June 2008 - December 2010
Bear Stearns September 2005 - June 2008
Macromarkets.com June 2003 - September 2005
Walmart.com August 2000 - July 2001
e-lingo September 1999 - August 2000
Ernst & Young June 1997 - September 1999
Skills
Strategic Financial..., Insurance, Finance, Equity Research, Equities, Accounting, Financial Modeling, Valuation
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
Marquette University 1993 — 1997
BS, Accounting/International Business
Nicole Aolin Li's Bear Stearns Experience May 2007 - August 2007
Job Senior Analytics Associate, Biz Dev/Finance, Amazon Music at Amazon
Industry Internet
Experience
Amazon 2014 - Present
GE Capital 2013 - 2014
Stifel Financial Corp. 2012 - 2013
Baron Capital January 2011 - January 2011
JPMorgan Chase / WaMu 2008 - 2010
Bear Stearns May 2007 - August 2007
Research Experiences for Undergraduates (REU) May 2006 - August 2006
Skills
Equity Research, Financial Modeling, Investments, SAS, Equities, Segmentation, Equity Valuation, Data Mining, Predictive Modeling, Marketing Analytics, Fundamental Research, Risk Analysis, Greater China, Technology, Mobile Internet, Data Analytics, SQL, Matlab, A/B testing, Customer Analtyics, Response Modeling, Campaign Performance..., Response Analysis, Customer Segmentation..., Salesforce.com, B2C Marketing, Regression Models
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Master, Finance
University of California, Berkeley 2005 — 2008
B.A, Applied Mathematics
Amazon 2014 - Present
GE Capital 2013 - 2014
Stifel Financial Corp. 2012 - 2013
Baron Capital January 2011 - January 2011
JPMorgan Chase / WaMu 2008 - 2010
Bear Stearns May 2007 - August 2007
Research Experiences for Undergraduates (REU) May 2006 - August 2006
Skills
Equity Research, Financial Modeling, Investments, SAS, Equities, Segmentation, Equity Valuation, Data Mining, Predictive Modeling, Marketing Analytics, Fundamental Research, Risk Analysis, Greater China, Technology, Mobile Internet, Data Analytics, SQL, Matlab, A/B testing, Customer Analtyics, Response Modeling, Campaign Performance..., Response Analysis, Customer Segmentation..., Salesforce.com, B2C Marketing, Regression Models
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Master, Finance
University of California, Berkeley 2005 — 2008
B.A, Applied Mathematics
Ajay Kamath's Bear Stearns Experience February 2008 - December 2008
Job Vice President at J.P. Morgan
Industry Investment Banking
Adam Szczesny's Bear Stearns Experience April 2007 - June 2008
Job Business Development
Industry Financial Services
Experience
ZogSports April 2008 - December 2014
PayPerks May 2013 - October 2014
Private January 2012 - December 2012
BNP Paribas January 2011 - December 2011
JPMorgan Chase June 2008 - October 2009
Bear Stearns April 2007 - June 2008
Inter Parfums August 2006 - April 2007
CAROLINA SUPPLY CHAIN SERVICES April 2005 - July 2006
VELOCITY COMMUNICATIONS June 2003 - October 2003
JACKSON-DAWSON COMMUNICATIONS April 2002 - May 2003
Skills
Equities, Invoicing, Payments, Reconciliation, Customer Relations, Analysis, Market Research, Customer Service, Microsoft Office, Front Office, Client Services, Training, Project Management, Account Management, Team Building, Data Analysis, Systems Management, Workflow Management, Sales and Trading, Fidessa, Oasys, Bloomberg, Margin, IRI, Marketing
Education
Michigan State University 1995 — 2000
Marketing
ZogSports April 2008 - December 2014
PayPerks May 2013 - October 2014
Private January 2012 - December 2012
BNP Paribas January 2011 - December 2011
JPMorgan Chase June 2008 - October 2009
Bear Stearns April 2007 - June 2008
Inter Parfums August 2006 - April 2007
CAROLINA SUPPLY CHAIN SERVICES April 2005 - July 2006
VELOCITY COMMUNICATIONS June 2003 - October 2003
JACKSON-DAWSON COMMUNICATIONS April 2002 - May 2003
Skills
Equities, Invoicing, Payments, Reconciliation, Customer Relations, Analysis, Market Research, Customer Service, Microsoft Office, Front Office, Client Services, Training, Project Management, Account Management, Team Building, Data Analysis, Systems Management, Workflow Management, Sales and Trading, Fidessa, Oasys, Bloomberg, Margin, IRI, Marketing
Education
Michigan State University 1995 — 2000
Marketing
Eileen Blum-Bourgade Eileen Blum-Bourgade's Bear Stearns Experience 1995 - 1997
Job violinist/day trader at Violinist / Musical Services
Industry Performing Arts
Experience
Violinist / Musical Services 2005 - January 2014
Colony Capital January 2001 - January 2005
Lazard 1998 - 2001
Bear Stearns 1995 - 1997
Skills
Contemporary Music, Oratorio, Music History, Choral Conducting, Ear Training, Sight Reading, Symphony, Music Theory, Composition, Equities, Music Transcription, Musical Direction, Sales, Vocal Instruction, Entrepreneurship, Festivals, Finance, Fundraising, Marketing, Performing Arts, Piano, Teaching, Social Media, Leadership, Public Speaking, Singing, Voice Lessons
Education
Julliard school 1993 — 1995
Post grad studies, Violin performance
Stanford University 1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Music and french
Manhattan School of Music
Master's degree, Music History, Literature, and Theory and violin performance
Violinist / Musical Services 2005 - January 2014
Colony Capital January 2001 - January 2005
Lazard 1998 - 2001
Bear Stearns 1995 - 1997
Skills
Contemporary Music, Oratorio, Music History, Choral Conducting, Ear Training, Sight Reading, Symphony, Music Theory, Composition, Equities, Music Transcription, Musical Direction, Sales, Vocal Instruction, Entrepreneurship, Festivals, Finance, Fundraising, Marketing, Performing Arts, Piano, Teaching, Social Media, Leadership, Public Speaking, Singing, Voice Lessons
Education
Julliard school 1993 — 1995
Post grad studies, Violin performance
Stanford University 1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Music and french
Manhattan School of Music
Master's degree, Music History, Literature, and Theory and violin performance
Andrew Chambers Andrew Chambers's Bear Stearns Experience 2007 - 2008
Job SVP/Principal at GLC Business Services
Industry Facilities Services
Experience
GLC Business Services April 2011 - Present
Telsey Advisory Group February 2010 - April 2011
AllianceBernstein June 2008 - February 2010
Bear Stearns 2007 - 2008
Right Wall Capital 2005 - 2005
Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Investment Banking, Management, Wealth Management, Corporate Finance, Investments, Leadership, CRM, New Business Development, Mergers & Acquisitions, Due Diligence
Education
Middlebury College 2004 — 2008
BA, Economics
pittsford sutherland
pittsford sutherland
GLC Business Services April 2011 - Present
Telsey Advisory Group February 2010 - April 2011
AllianceBernstein June 2008 - February 2010
Bear Stearns 2007 - 2008
Right Wall Capital 2005 - 2005
Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Investment Banking, Management, Wealth Management, Corporate Finance, Investments, Leadership, CRM, New Business Development, Mergers & Acquisitions, Due Diligence
Education
Middlebury College 2004 — 2008
BA, Economics
pittsford sutherland
pittsford sutherland
Edward Curto Edward Curto's Bear Stearns Experience September 2002 - November 2002
Job Consultant at Barclays
Industry Financial Services
Experience
Barclays Capital February 2011 - Present
RBS Global Banking & Markets June 2010 - December 2010
Derivatives Consulting Group September 2008 - February 2009
Goldman Sachs June 2005 - February 2008
JPMorgan Chase April 2003 - June 2005
Bear Stearns September 2002 - November 2002
HSBC February 2001 - May 2002
Bank of Tokyo-Mitsubishi June 2000 - February 2001
Sanwa Financial April 1998 - June 2000
Skills
Credit Derivatives, Derivatives, Fixed Income, Commodity Markets, Middle Office, Trading, Trading Systems, Interest Rate..., Swaps, Equities, Back Office, CDS, Capital Markets, Financial Services, Investments, Options, Structured Products
Education
Manhattan College 1989 — 1994
Xaverian Brothers High School 1985 — 1989
Barclays Capital February 2011 - Present
RBS Global Banking & Markets June 2010 - December 2010
Derivatives Consulting Group September 2008 - February 2009
Goldman Sachs June 2005 - February 2008
JPMorgan Chase April 2003 - June 2005
Bear Stearns September 2002 - November 2002
HSBC February 2001 - May 2002
Bank of Tokyo-Mitsubishi June 2000 - February 2001
Sanwa Financial April 1998 - June 2000
Skills
Credit Derivatives, Derivatives, Fixed Income, Commodity Markets, Middle Office, Trading, Trading Systems, Interest Rate..., Swaps, Equities, Back Office, CDS, Capital Markets, Financial Services, Investments, Options, Structured Products
Education
Manhattan College 1989 — 1994
Xaverian Brothers High School 1985 — 1989
Michael Tenenhaus Michael Tenenhaus's Bear Stearns Experience July 2007 - June 2008
Job Associate at Seward & Kissel LLP
Industry Law Practice
Experience
Seward & Kissel LLP September 2014 - Present
Kasowitz, Benson, Torres & Friedman LLP September 2012 - September 2014
Kasowitz, Benson, Torres & Friedman LLP June 2011 - August 2011
U.S. Attorney's Office (EDNY) June 2010 - August 2010
Kaufman Bros. June 2008 - March 2009
Bear Stearns July 2007 - June 2008
Bear Stearns May 2006 - August 2006
The White House September 2005 - December 2005
Surprise Lake Camp June 2001 - August 2005
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (J.D.), Law, Magna Cum Laude
Muhlenberg College 2003 — 2007
Bachelor's degree, Finance and Political Science, Summa Cum Laude
Seward & Kissel LLP September 2014 - Present
Kasowitz, Benson, Torres & Friedman LLP September 2012 - September 2014
Kasowitz, Benson, Torres & Friedman LLP June 2011 - August 2011
U.S. Attorney's Office (EDNY) June 2010 - August 2010
Kaufman Bros. June 2008 - March 2009
Bear Stearns July 2007 - June 2008
Bear Stearns May 2006 - August 2006
The White House September 2005 - December 2005
Surprise Lake Camp June 2001 - August 2005
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (J.D.), Law, Magna Cum Laude
Muhlenberg College 2003 — 2007
Bachelor's degree, Finance and Political Science, Summa Cum Laude
Tim S. Minton Tim S. Minton's Bear Stearns Experience June 2003 - May 2004
Job Executive Vice President at Steinco
Industry Real Estate
Experience
Steinco July 2005 - Present
William Blair May 2004 - July 2005
Bear Stearns June 2003 - May 2004
H&R Block Financial Advisors May 2001 - June 2003
Skills
Finance, Investments, Asset Management, Management, Due Diligence, Portfolio Management, Sales, Executive Management, Securities, Venture Capital, Analysis, Asset Managment, Business Strategy, Credit, Derivatives, Financial Advisory, Financial Modeling, Financial Analysis, Human Resources, Insurance, Investment Banking, Investment Properties, Investment Strategies
Education
Miami University 1997 — 2001
BS, Finance, Management Information Systems
Wayzata High School 1994 — 1997
Steinco July 2005 - Present
William Blair May 2004 - July 2005
Bear Stearns June 2003 - May 2004
H&R Block Financial Advisors May 2001 - June 2003
Skills
Finance, Investments, Asset Management, Management, Due Diligence, Portfolio Management, Sales, Executive Management, Securities, Venture Capital, Analysis, Asset Managment, Business Strategy, Credit, Derivatives, Financial Advisory, Financial Modeling, Financial Analysis, Human Resources, Insurance, Investment Banking, Investment Properties, Investment Strategies
Education
Miami University 1997 — 2001
BS, Finance, Management Information Systems
Wayzata High School 1994 — 1997
Casey Phoenix Casey Phoenix's Bear Stearns Experience July 2007 - July 2008
Job National Sales Director at Smith & Nephew
Industry Medical Devices
Experience
Smith & Nephew July 2015 - Present
Smith & Nephew Endoscopy January 2010 - July 2015
General Electric - Security July 2008 - January 2010
Bear Stearns July 2007 - July 2008
Johnson & Johnson - Ethicon Endo-Surgery June 2003 - June 2005
U.S. Army June 1996 - November 2003
Skills
Strategy, Product Development, Mergers & Acquisitions, Leadership, Six Sigma, Program Management, Budgets, Training, Team Building, Sales Management, Analysis, Medical Devices, Business Development, Sales Operations, Start-ups, Contract Negotiation, Marketing, Sales, Product Launch, Cross-functional Team..., Process Improvement, Business Strategy, Project Management, Strategic Planning, Product Management, Team Leadership, Strategic Partnerships, Capital Equipment, New Business Development, Product Marketing, Competitive Analysis, Management, Operations Management
Education
Massachusetts Institute of Technology 2005 — 2007
MBA/MS, Business, Civil Engineering
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
Bachelor of Science (BS), civil & environmental engineering
United States Military Academy at West Point 1992 — 1996
BS, Civil Engineering
Del Norte High School 1987 — 1991
Smith & Nephew July 2015 - Present
Smith & Nephew Endoscopy January 2010 - July 2015
General Electric - Security July 2008 - January 2010
Bear Stearns July 2007 - July 2008
Johnson & Johnson - Ethicon Endo-Surgery June 2003 - June 2005
U.S. Army June 1996 - November 2003
Skills
Strategy, Product Development, Mergers & Acquisitions, Leadership, Six Sigma, Program Management, Budgets, Training, Team Building, Sales Management, Analysis, Medical Devices, Business Development, Sales Operations, Start-ups, Contract Negotiation, Marketing, Sales, Product Launch, Cross-functional Team..., Process Improvement, Business Strategy, Project Management, Strategic Planning, Product Management, Team Leadership, Strategic Partnerships, Capital Equipment, New Business Development, Product Marketing, Competitive Analysis, Management, Operations Management
Education
Massachusetts Institute of Technology 2005 — 2007
MBA/MS, Business, Civil Engineering
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
Bachelor of Science (BS), civil & environmental engineering
United States Military Academy at West Point 1992 — 1996
BS, Civil Engineering
Del Norte High School 1987 — 1991
A.J. Murphy A.J. Murphy's Bear Stearns Experience 1997 - 1997
Job CoHead, Global Leveraged Finance, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America May 2015 - Present
Goldman Sachs April 2014 - May 2015
Bank of America Merrill Lynch September 2011 - April 2014
Bank of America October 2009 - September 2011
JPMorgan September 2007 - October 2009
JP Morgan 2007 - 2009
Deutsche Bank July 1998 - June 2007
Deutsche Bank Securities 1998 - 2007
Bankers Trust Co 1998 - 2007
Bear Stearns 1997 - 1997
Skills
Fixed Income, Investment Banking, Structured Products, Capital Structure, Hedge Funds, Credit Analysis, Capital Markets, Structured Finance, High Yield, Corporate Finance, Securities, Leveraged Finance, Investments, Alternative Investments, Valuation, Financial Structuring, Financial Modeling, Private Equity, Investment Strategies, Bonds, Wealth Management, LBO, Asset Management, Asset Allocation
Education
Middlebury College 1994 — 1998
BA, English, Political Science (Joint)
Kent Place 1985 — 1994
high school diploma
Bank of America May 2015 - Present
Goldman Sachs April 2014 - May 2015
Bank of America Merrill Lynch September 2011 - April 2014
Bank of America October 2009 - September 2011
JPMorgan September 2007 - October 2009
JP Morgan 2007 - 2009
Deutsche Bank July 1998 - June 2007
Deutsche Bank Securities 1998 - 2007
Bankers Trust Co 1998 - 2007
Bear Stearns 1997 - 1997
Skills
Fixed Income, Investment Banking, Structured Products, Capital Structure, Hedge Funds, Credit Analysis, Capital Markets, Structured Finance, High Yield, Corporate Finance, Securities, Leveraged Finance, Investments, Alternative Investments, Valuation, Financial Structuring, Financial Modeling, Private Equity, Investment Strategies, Bonds, Wealth Management, LBO, Asset Management, Asset Allocation
Education
Middlebury College 1994 — 1998
BA, English, Political Science (Joint)
Kent Place 1985 — 1994
high school diploma
Ayaz ul Haque's Bear Stearns Experience July 1993 - November 1995
Job
Industry Venture Capital & Private Equity
Experience
Exalt Capital Partners October 2010 - Present
Pachube September 2010 - July 2011
Draper Fisher Jurvetson ePlanet Ventures February 2003 - September 2010
ePlanet Ventures February 2003 - September 2010
FRiENDi mobile 2008 - August 2010
Naseeb Online Services (Pvt)Ltd - ROZEE.PK January 2008 - July 2010
Crosby Financial Holdings September 1997 - February 2003
Peregrine Investment Holdings November 1995 - September 1997
Bear Stearns July 1993 - November 1995
Bear Stearns July 1991 - July 1993
Skills
Venture Capital, Private Equity, Start-ups, Mergers, Business Strategy, Entrepreneur, Investments, Entrepreneurship, Corporate Development, Business Planning, New Business Development, Mergers & Acquisitions, Due Diligence, Valuation, Business Development, Management, Strategy, Enterprise Software, Leadership, Strategic Partnerships, Mobile Devices, Emerging Markets, Marketing Strategy, Product Development, Angel Investing, IPO, Management Consulting, Corporate Finance, Investment Banking
Education
Middlebury College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Exalt Capital Partners October 2010 - Present
Pachube September 2010 - July 2011
Draper Fisher Jurvetson ePlanet Ventures February 2003 - September 2010
ePlanet Ventures February 2003 - September 2010
FRiENDi mobile 2008 - August 2010
Naseeb Online Services (Pvt)Ltd - ROZEE.PK January 2008 - July 2010
Crosby Financial Holdings September 1997 - February 2003
Peregrine Investment Holdings November 1995 - September 1997
Bear Stearns July 1993 - November 1995
Bear Stearns July 1991 - July 1993
Skills
Venture Capital, Private Equity, Start-ups, Mergers, Business Strategy, Entrepreneur, Investments, Entrepreneurship, Corporate Development, Business Planning, New Business Development, Mergers & Acquisitions, Due Diligence, Valuation, Business Development, Management, Strategy, Enterprise Software, Leadership, Strategic Partnerships, Mobile Devices, Emerging Markets, Marketing Strategy, Product Development, Angel Investing, IPO, Management Consulting, Corporate Finance, Investment Banking
Education
Middlebury College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Arnold Chu's Bear Stearns Experience 1992 - 2000
Job Principal Examiner at Federal Housing and Finance Agency
Industry Financial Services
Experience
Federal Housing and Finance Agency April 2011 - Present
Asian Financial Society 1998 - Present
OTS US Department of Treasury 2010 - 2011
GMAC ResCap February 2005 - November 2008
Schroders 2000 - 2004
Bear Stearns 1992 - 2000
GAT 1988 - 1992
Allied-Signal TSD 1981 - 1988
Bell Laboratories 1978 - 1980
MIT Architecture Machine Group - presursor to MIT Media Lab 1977 - 1978
Skills
ABS, ALM, CMBS, Fixed Income, Capital Markets, Subprime, Derivatives, MBS, Portfolio Management, Credit Risk, Valuation, Cantonese, Financial Modeling, Risk Management, Financial Risk, Structured Products, Equities, Market Risk, Securitization, Hedge Funds, Financial Regulation, Strategic Communications, Banking, Mortgage Banking, Alternative Investments, Corporate Governance, Insurance, Trading, Credit, Investment Banking, Finance, Corporate Finance, Securities, Asset Management, Analysis, Financial Analysis, Investments, Strategy
Education
University of California, Berkeley 1978 — 1979
MS, Electrical Engineering & Computer Science
Massachusetts Institute of Technology 1974 — 1978
BS, Electrical Engineering & Computer Science
Federal Housing and Finance Agency April 2011 - Present
Asian Financial Society 1998 - Present
OTS US Department of Treasury 2010 - 2011
GMAC ResCap February 2005 - November 2008
Schroders 2000 - 2004
Bear Stearns 1992 - 2000
GAT 1988 - 1992
Allied-Signal TSD 1981 - 1988
Bell Laboratories 1978 - 1980
MIT Architecture Machine Group - presursor to MIT Media Lab 1977 - 1978
Skills
ABS, ALM, CMBS, Fixed Income, Capital Markets, Subprime, Derivatives, MBS, Portfolio Management, Credit Risk, Valuation, Cantonese, Financial Modeling, Risk Management, Financial Risk, Structured Products, Equities, Market Risk, Securitization, Hedge Funds, Financial Regulation, Strategic Communications, Banking, Mortgage Banking, Alternative Investments, Corporate Governance, Insurance, Trading, Credit, Investment Banking, Finance, Corporate Finance, Securities, Asset Management, Analysis, Financial Analysis, Investments, Strategy
Education
University of California, Berkeley 1978 — 1979
MS, Electrical Engineering & Computer Science
Massachusetts Institute of Technology 1974 — 1978
BS, Electrical Engineering & Computer Science
Chuck Alvarez's Bear Stearns Experience June 2007 - July 2010
Job Chief Data Officer at TechTarget
Industry Market Research
Experience
TechTarget April 2015 - Present
Applied Intellect February 2014 - April 2015
MorganStanley-SmithBarney July 2010 - November 2013
Bear Stearns June 2007 - July 2010
Morgan Stanley January 2006 - June 2007
Private Equity and JPMorgan November 2004 - December 2005
Fleet Boston/BoA April 2002 - November 2004
Credit Suisse April 1998 - February 2002
JPMorgan 1988 - 1998
NYNEX Science and Technology - Bellcore 1986 - 1988
Skills
Trading, Fixed Income, SDLC, Asset Management, Equities, Project Management, Capital Markets, Portfolio Management, Software Development, Management, Low Latency, Derivatives, Integration, Back Office, Options, Financial Services, Databases, Electronic Trading, Commodity, Trading Systems, Enterprise Architecture, Strategic Planning, Asset Managment, Business Intelligence, Business Strategy, Strategy, Risk Management, Sybase, Distributed Systems, Java, Leadership, Organizational..., Big Data, Hadoop
Education
Manhattan College 1977 — 1981
BS/MS, Physics/Computer Science
TechTarget April 2015 - Present
Applied Intellect February 2014 - April 2015
MorganStanley-SmithBarney July 2010 - November 2013
Bear Stearns June 2007 - July 2010
Morgan Stanley January 2006 - June 2007
Private Equity and JPMorgan November 2004 - December 2005
Fleet Boston/BoA April 2002 - November 2004
Credit Suisse April 1998 - February 2002
JPMorgan 1988 - 1998
NYNEX Science and Technology - Bellcore 1986 - 1988
Skills
Trading, Fixed Income, SDLC, Asset Management, Equities, Project Management, Capital Markets, Portfolio Management, Software Development, Management, Low Latency, Derivatives, Integration, Back Office, Options, Financial Services, Databases, Electronic Trading, Commodity, Trading Systems, Enterprise Architecture, Strategic Planning, Asset Managment, Business Intelligence, Business Strategy, Strategy, Risk Management, Sybase, Distributed Systems, Java, Leadership, Organizational..., Big Data, Hadoop
Education
Manhattan College 1977 — 1981
BS/MS, Physics/Computer Science
Stavros Mohlulis's Bear Stearns Experience September 1999 - May 2008
Job
Industry Financial Services
Experience
JP Morgan Chase June 2008 - Present
Bear Stearns September 1999 - May 2008
Lehman Brothers April 1998 - October 1999
Skills
Vendor Management, Quality Assurance, Process Improvement, Software Documentation, Project Management, Test Planning, Management, Test Automation, Investment Banking, Trading, Project Planning, Prime Brokerage, Fixed Income, Financial Risk, Trading Systems, Equities, Electronic Trading, Capital Markets, Derivatives, Disaster Recovery, Enterprise Architecture, Financial Services, Hedge Funds, IT Strategy, Integration, LoadRunner, Low Latency, Market Data, QTP, SDLC, Sybase, Unix, Equity Derivatives
Education
McGill University
Master of Science (MSc)
National Technical University of Athens
Bachelor's degree
JP Morgan Chase June 2008 - Present
Bear Stearns September 1999 - May 2008
Lehman Brothers April 1998 - October 1999
Skills
Vendor Management, Quality Assurance, Process Improvement, Software Documentation, Project Management, Test Planning, Management, Test Automation, Investment Banking, Trading, Project Planning, Prime Brokerage, Fixed Income, Financial Risk, Trading Systems, Equities, Electronic Trading, Capital Markets, Derivatives, Disaster Recovery, Enterprise Architecture, Financial Services, Hedge Funds, IT Strategy, Integration, LoadRunner, Low Latency, Market Data, QTP, SDLC, Sybase, Unix, Equity Derivatives
Education
McGill University
Master of Science (MSc)
National Technical University of Athens
Bachelor's degree
Waymond Harris, CFA's Bear Stearns Experience March 2006 - June 2008
Job Director Investments at Blue Cross Blue Shield of Michigan
Industry Investment Management
Experience
Blue Cross Blue Shield of Michigan July 2015 - Present
Blue Cross Blue Shield of Michigan December 2013 - July 2015
Blue Cross Blue Shield of Michigan October 2012 - December 2013
Semaphore Management August 2008 - March 2012
Bear Stearns March 2006 - June 2008
Merrill Lynch September 2002 - March 2006
General Motors June 1999 - June 2000
US Army 1996 - 1999
Skills
Valuation, Financial Modeling, Equities, Equity Research, Industry Analysis, Competitive Analysis
Education
MIT Sloan School Of Management 2000 — 2002
MBA, Financial Engineering
United States Military Academy 1992 — 1996
BS, Engineering Management
Blue Cross Blue Shield of Michigan July 2015 - Present
Blue Cross Blue Shield of Michigan December 2013 - July 2015
Blue Cross Blue Shield of Michigan October 2012 - December 2013
Semaphore Management August 2008 - March 2012
Bear Stearns March 2006 - June 2008
Merrill Lynch September 2002 - March 2006
General Motors June 1999 - June 2000
US Army 1996 - 1999
Skills
Valuation, Financial Modeling, Equities, Equity Research, Industry Analysis, Competitive Analysis
Education
MIT Sloan School Of Management 2000 — 2002
MBA, Financial Engineering
United States Military Academy 1992 — 1996
BS, Engineering Management
Joseph Eng's Bear Stearns Experience September 2005 - June 2008
Job Technology and Operations Manager
Industry Information Technology and Services
Experience
Renaissance Macro Research June 2013 - Present
FTEN, a Nasdaq OMX Company March 2010 - June 2013
JPMorgan Chase June 2008 - March 2010
Bear Stearns September 2005 - June 2008
UBS 2004 - 2005
Millennium Partners February 2002 - July 2004
Blackwood Trading November 2001 - February 2002
Bear Stearns April 1996 - October 2001
IMI Systems June 1995 - April 1996
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Equity Trading, Low Latency, Options, Derivatives, Prime Brokerage, Trading, Fixed Income, Order Management, Hedge Funds, Capital Markets, Middle Office, Financial Markets, Securities, FX Options, Series 7, Investment Banking, Structured Products, Sybase, SDLC, Business Analysis, Enterprise Architecture, Unix, Bloomberg, Equity Derivatives, Reference Data, Exchange Connectivity, Series 63, Back Office, Trading Strategies, Credit Derivatives, Swaps, Quality Assurance, FX trading, Trading System, Settlement, Technical Analysis, Interest Rate..., Commodity, Risk Management, Market Risk, Corporate Actions, Portfolio Management, Financial Risk, Bonds, Foreign Exchange, Financial Services
Education
Manhattan College
BA, Computer Science
Stony Brook University
Computer Science
Fordham Prep
HS
Renaissance Macro Research June 2013 - Present
FTEN, a Nasdaq OMX Company March 2010 - June 2013
JPMorgan Chase June 2008 - March 2010
Bear Stearns September 2005 - June 2008
UBS 2004 - 2005
Millennium Partners February 2002 - July 2004
Blackwood Trading November 2001 - February 2002
Bear Stearns April 1996 - October 2001
IMI Systems June 1995 - April 1996
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Equity Trading, Low Latency, Options, Derivatives, Prime Brokerage, Trading, Fixed Income, Order Management, Hedge Funds, Capital Markets, Middle Office, Financial Markets, Securities, FX Options, Series 7, Investment Banking, Structured Products, Sybase, SDLC, Business Analysis, Enterprise Architecture, Unix, Bloomberg, Equity Derivatives, Reference Data, Exchange Connectivity, Series 63, Back Office, Trading Strategies, Credit Derivatives, Swaps, Quality Assurance, FX trading, Trading System, Settlement, Technical Analysis, Interest Rate..., Commodity, Risk Management, Market Risk, Corporate Actions, Portfolio Management, Financial Risk, Bonds, Foreign Exchange, Financial Services
Education
Manhattan College
BA, Computer Science
Stony Brook University
Computer Science
Fordham Prep
HS
Brendan Carney's Bear Stearns Experience 1996 - 1998
Job Senior VP, Business Analyst (IT) at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC May 2012 - Present
AllianceBernstein November 2007 - May 2012
General Electric January 2001 - November 2007
JP Morgan Chase October 1998 - January 2001
Bear Stearns 1996 - 1998
Skills
FX, Banking, Back Office, Alternative Investments, Business Analysis, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Equity Trading, Corporate Finance, Bonds, FX Options, Financial Risk, Fixed Income, Investment Banking, Interest Rate..., Financial Services, Financial Analysis, Prime Brokerage, Project Management, SDLC, Quality Assurance, Middle Office, Market Data, Series 7, Sybase, Trading Systems, Securities, User Acceptance Testing
Education
Manhattan College 1990 — 1994
Bachelor of Science (B.S.), Mathematics and Computer Science
Archbishop Stepinac
Jefferies LLC May 2012 - Present
AllianceBernstein November 2007 - May 2012
General Electric January 2001 - November 2007
JP Morgan Chase October 1998 - January 2001
Bear Stearns 1996 - 1998
Skills
FX, Banking, Back Office, Alternative Investments, Business Analysis, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Equity Trading, Corporate Finance, Bonds, FX Options, Financial Risk, Fixed Income, Investment Banking, Interest Rate..., Financial Services, Financial Analysis, Prime Brokerage, Project Management, SDLC, Quality Assurance, Middle Office, Market Data, Series 7, Sybase, Trading Systems, Securities, User Acceptance Testing
Education
Manhattan College 1990 — 1994
Bachelor of Science (B.S.), Mathematics and Computer Science
Archbishop Stepinac
Julia Khvasechko's Bear Stearns Experience August 2001 - March 2003
Job Operations Analyst at Trishield Capital Management LLC
Industry Financial Services
Experience
Trishield Capital Management LLC March 2010 - October 2014
General Motors Asset Management October 2008 - May 2009
OpHedge Investment Services April 2007 - September 2008
Morgan Stanley September 2006 - March 2007
Millburn Corp March 2003 - March 2006
Bear Stearns August 2001 - March 2003
Skills
Equities, Commodities, Bonds, High Yield, Loans, Interest Rate Swaps, Equity Swaps, Convertible Bonds, Options, Fixed Income, Derivatives, Alternative Investments, Bloomberg, Hedge Funds, Fair Trade, Swaps, MBS, Private Equity, Asset Management, Valuation, Investment Banking, Reconciliation, Risk Management, Fund Accounting, Due Diligence, Financial Reporting, Financial Analysis, FX, Accounting, Operational Risk, Account Reconciliation, FX Options, Commodity, Investments, Portfolio Management, Securities, Corporate Finance, Banking, Financial Modeling, Financial Services, Mutual Funds, Finance, Fund Of Funds, Settlement, Cash Management, Credit, Capital Markets, Analysis, Prime Brokerage, Middle Office
Education
Pacific College of Oriental Medicine 2009 — 2011
Associates in Science Degree, Asian Holistic Health & Massage Therapy
Marymount Manhattan College 1996 — 2001
Bachelor of Science Degree, Finance & Accounting
Trishield Capital Management LLC March 2010 - October 2014
General Motors Asset Management October 2008 - May 2009
OpHedge Investment Services April 2007 - September 2008
Morgan Stanley September 2006 - March 2007
Millburn Corp March 2003 - March 2006
Bear Stearns August 2001 - March 2003
Skills
Equities, Commodities, Bonds, High Yield, Loans, Interest Rate Swaps, Equity Swaps, Convertible Bonds, Options, Fixed Income, Derivatives, Alternative Investments, Bloomberg, Hedge Funds, Fair Trade, Swaps, MBS, Private Equity, Asset Management, Valuation, Investment Banking, Reconciliation, Risk Management, Fund Accounting, Due Diligence, Financial Reporting, Financial Analysis, FX, Accounting, Operational Risk, Account Reconciliation, FX Options, Commodity, Investments, Portfolio Management, Securities, Corporate Finance, Banking, Financial Modeling, Financial Services, Mutual Funds, Finance, Fund Of Funds, Settlement, Cash Management, Credit, Capital Markets, Analysis, Prime Brokerage, Middle Office
Education
Pacific College of Oriental Medicine 2009 — 2011
Associates in Science Degree, Asian Holistic Health & Massage Therapy
Marymount Manhattan College 1996 — 2001
Bachelor of Science Degree, Finance & Accounting
Ian Jackson's Bear Stearns Experience August 2007 - June 2008
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch July 2014 - Present
Credit Suisse January 2011 - May 2014
Credit Suisse October 2008 - January 2011
Bear Stearns August 2007 - June 2008
Bear Stearns August 2005 - July 2007
Education
Marist College 1999 — 2003
Manalapan
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch July 2014 - Present
Credit Suisse January 2011 - May 2014
Credit Suisse October 2008 - January 2011
Bear Stearns August 2007 - June 2008
Bear Stearns August 2005 - July 2007
Education
Marist College 1999 — 2003
Manalapan
Radhakrishnan Nagamuthu's Bear Stearns Experience 2006 - 2007
Job VP at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase January 2010 - Present
Unitedhealth Group February 2009 - January 2010
Goldman Sachs 2007 - 2008
Bear Stearns 2006 - 2007
Citigroup May 2005 - November 2006
Standard and Poors September 2004 - March 2005
AT&T May 2002 - August 2004
AirClic July 2001 - April 2002
MuniCenter October 2000 - April 2001
GFI Group March 2000 - October 2000
Education
Madurai Kamaraj University 1995 — 1997
Masters, Computer Science
JPMorgan Chase January 2010 - Present
Unitedhealth Group February 2009 - January 2010
Goldman Sachs 2007 - 2008
Bear Stearns 2006 - 2007
Citigroup May 2005 - November 2006
Standard and Poors September 2004 - March 2005
AT&T May 2002 - August 2004
AirClic July 2001 - April 2002
MuniCenter October 2000 - April 2001
GFI Group March 2000 - October 2000
Education
Madurai Kamaraj University 1995 — 1997
Masters, Computer Science
Scott Hansen's Bear Stearns Experience 2005 - June 2008
Job Healthcare Desk Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan December 2011 - Present
J.P. Morgan June 2008 - January 2012
Bear Stearns 2005 - June 2008
SAC Capital 2004 - 2004
Goldman Sachs 2003 - 2004
Banc of America Securities 2002 - 2003
Skills
Managed Care, Equity Research, Healthcare, Equity Trading, Investment Banking
Education
Massachusetts Institute of Technology 1998 — 2002
Wilson High School 1994 — 1998
J.P. Morgan December 2011 - Present
J.P. Morgan June 2008 - January 2012
Bear Stearns 2005 - June 2008
SAC Capital 2004 - 2004
Goldman Sachs 2003 - 2004
Banc of America Securities 2002 - 2003
Skills
Managed Care, Equity Research, Healthcare, Equity Trading, Investment Banking
Education
Massachusetts Institute of Technology 1998 — 2002
Wilson High School 1994 — 1998
Alexandra Dugan's Bear Stearns Experience January 2003 - February 2005
Job ECommerce Business Development Manager, Tumi
Industry Retail
Experience
Tumi July 2007 - Present
Bloomingdales February 2006 - May 2007
Bloomingdales February 2005 - February 2006
Bear Stearns January 2003 - February 2005
Skills
Retail, Business Development, Multi-channel Retail, E-commerce, Wholesale, Luxury Goods, Accessories, Retail Buying, Fashion Buying, Merchandising, Visual Merchandising, Merchandise Planning, Inventory Management, Trend Analysis, Forecasting, Competitive Analysis, Strategic Planning, Department Stores, Retail Branding, Brand Management, Brand Awareness, Brand Development
Education
Miami University 1996 — 2000
Bachelor of Science (B.S.), Finance
Tumi July 2007 - Present
Bloomingdales February 2006 - May 2007
Bloomingdales February 2005 - February 2006
Bear Stearns January 2003 - February 2005
Skills
Retail, Business Development, Multi-channel Retail, E-commerce, Wholesale, Luxury Goods, Accessories, Retail Buying, Fashion Buying, Merchandising, Visual Merchandising, Merchandise Planning, Inventory Management, Trend Analysis, Forecasting, Competitive Analysis, Strategic Planning, Department Stores, Retail Branding, Brand Management, Brand Awareness, Brand Development
Education
Miami University 1996 — 2000
Bachelor of Science (B.S.), Finance
Bill McKinney's Bear Stearns Experience 1997 - 1998
Job Product Strategist at Fiserv, Inc.
Industry Financial Services
Experience
Fiserv 2004 - Present
Fiserv 1998 - 2003
Bear Stearns 1997 - 1998
JP Morgan & Co. 1994 - 1997
Thomson Financial 1993 - 1994
Skills
Product Management, Financial Services, Process Improvement, Business Analysis, SDLC, Portfolio Management, Product Marketing, Cross-functional Team..., Competitive Analysis, Requirements Analysis, Product Development, Strategy, Business Strategy, Vendor Management, Strategic Partnerships, Program Management
Education
University of Notre Dame 1991 — 1993
BA, Political Science
Manhattan College 1989 — 1991
Fiserv 2004 - Present
Fiserv 1998 - 2003
Bear Stearns 1997 - 1998
JP Morgan & Co. 1994 - 1997
Thomson Financial 1993 - 1994
Skills
Product Management, Financial Services, Process Improvement, Business Analysis, SDLC, Portfolio Management, Product Marketing, Cross-functional Team..., Competitive Analysis, Requirements Analysis, Product Development, Strategy, Business Strategy, Vendor Management, Strategic Partnerships, Program Management
Education
University of Notre Dame 1991 — 1993
BA, Political Science
Manhattan College 1989 — 1991
Beth Dolis's Bear Stearns Experience 1995 - 1998
Job Independent Professional
Industry Fund-Raising
Experience
Annunciation Catholic Church September 2007 - Present
MarketAxess 2000 - 2005
Market Axess Holdings 2000 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2000
Bear Stearns 1995 - 1998
Lehman Brothers 1991 - 1995
Skills
Fixed Income, Sales, Electronic Trading, Product Development, Product Management, Product Marketing, Financial Services, Trading, Fundraising, Non-profit..., Non-profit Leadership, Non-profit Board..., Event Planning, Event Management, Corporate Events, Roadshows
Education
Marist College 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Annunciation Catholic Church September 2007 - Present
MarketAxess 2000 - 2005
Market Axess Holdings 2000 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2000
Bear Stearns 1995 - 1998
Lehman Brothers 1991 - 1995
Skills
Fixed Income, Sales, Electronic Trading, Product Development, Product Management, Product Marketing, Financial Services, Trading, Fundraising, Non-profit..., Non-profit Leadership, Non-profit Board..., Event Planning, Event Management, Corporate Events, Roadshows
Education
Marist College 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Pat Hasselmann's Bear Stearns Experience Relationship ManagerJP Morgan2005 - Present
Job RM at Bear Stearns
Industry Financial Services
Experience
Bear Stearns Relationship ManagerJP Morgan2005 - Present
Education
Marist College 1994 — 1998
Bear Stearns Relationship ManagerJP Morgan2005 - Present
Education
Marist College 1994 — 1998
Peter Brush's Bear Stearns Experience September 1995 - June 2008
Job Financial Advisor Edward Jones Investments
Industry Investment Management
Experience
Edward Jones July 2009 - Present
Bear Stearns September 1995 - June 2008
Skills
Investments, Series 7, Financial Markets, Bonds, Investment Strategies, Finance, Alternative Investments, Securities, Portfolio Management, Hedge Funds, Retirement, Asset Management, Wealth Management, Asset Allocation, Investment Advisory, Financial Advisory, Asset Managment, Mutual Funds
Education
Marquette University 1978 — 1981
BA, Speech
Ohio University 1977 — 1978
Speech Communication and Rhetoric
Edward Jones July 2009 - Present
Bear Stearns September 1995 - June 2008
Skills
Investments, Series 7, Financial Markets, Bonds, Investment Strategies, Finance, Alternative Investments, Securities, Portfolio Management, Hedge Funds, Retirement, Asset Management, Wealth Management, Asset Allocation, Investment Advisory, Financial Advisory, Asset Managment, Mutual Funds
Education
Marquette University 1978 — 1981
BA, Speech
Ohio University 1977 — 1978
Speech Communication and Rhetoric
Kevin Layman's Bear Stearns Experience September 2002 - June 2008
Job Software Engineer at The Orchard
Industry Computer Software
Experience
The Orchard September 2015 - Present
Amplify Education September 2011 - September 2015
Morgan Stanley March 2010 - May 2011
JPMorgan June 2008 - March 2010
Bear Stearns September 2002 - June 2008
IBM May 2000 - December 2000
National Academies of Science September 1997 - June 1998
American Stock Exchange January 1995 - July 1997
Towne West Realty October 1993 - January 1995
Skills
Python, Perl, Databases, Linux, Web Services, REST, Git, Agile Methodologies, MongoDB, Pylons, Pyramid, JSON, Memcached, APIs, Software Documentation, Scrum, Business Analysis, Project Planning, Project Estimation, Jenkins, Requirements Analysis, Software Architectural..., Software Research, Technical Recruiting, Managing Technical..., Managing Offshore Teams, Docker, Vagrant, Refactoring
Education
Virginia Polytechnic Institute and State University 1999 — 2002
B.S., Computer Engineering
Manhattan School of Music 1989 — 1993
B.M, Classical Music
The Orchard September 2015 - Present
Amplify Education September 2011 - September 2015
Morgan Stanley March 2010 - May 2011
JPMorgan June 2008 - March 2010
Bear Stearns September 2002 - June 2008
IBM May 2000 - December 2000
National Academies of Science September 1997 - June 1998
American Stock Exchange January 1995 - July 1997
Towne West Realty October 1993 - January 1995
Skills
Python, Perl, Databases, Linux, Web Services, REST, Git, Agile Methodologies, MongoDB, Pylons, Pyramid, JSON, Memcached, APIs, Software Documentation, Scrum, Business Analysis, Project Planning, Project Estimation, Jenkins, Requirements Analysis, Software Architectural..., Software Research, Technical Recruiting, Managing Technical..., Managing Offshore Teams, Docker, Vagrant, Refactoring
Education
Virginia Polytechnic Institute and State University 1999 — 2002
B.S., Computer Engineering
Manhattan School of Music 1989 — 1993
B.M, Classical Music
Nicole Durbal's Bear Stearns Experience October 2006 - March 2008
Job NA Cash Equities Client Service at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2011 - Present
J.P. Morgan October 2006 - July 2011
Bear Stearns October 2006 - March 2008
Global Home Loans & Finance/Concord Mortgage Corporation January 2006 - October 2006
City Mortgage Bankers Corporation May 2002 - January 2006
Skills
Banking, CRM, Equities, Financial Services, Investment Banking, Fixed Income, Management, Risk Management, Portfolio Management, Sales, Trading
Education
Marist College 2001 — 2005
B.S, Business Administration; Finance
J.P. Morgan July 2011 - Present
J.P. Morgan October 2006 - July 2011
Bear Stearns October 2006 - March 2008
Global Home Loans & Finance/Concord Mortgage Corporation January 2006 - October 2006
City Mortgage Bankers Corporation May 2002 - January 2006
Skills
Banking, CRM, Equities, Financial Services, Investment Banking, Fixed Income, Management, Risk Management, Portfolio Management, Sales, Trading
Education
Marist College 2001 — 2005
B.S, Business Administration; Finance
Amy Champion-Thomas's Bear Stearns Experience April 2004 - June 2005
Job Asst. VP Branch Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2005 - Present
Bear Stearns April 2004 - June 2005
RBC Dain Rauscher March 2002 - April 2004
Tucker Anthony July 1998 - March 2002
Paine Webber May 1995 - July 1998
Education
Northeastern University 2004 — 2007
BSBA, Business Administration
Massasoit Community College 1990 — 1993
BS, Management
Wells Fargo Advisors June 2005 - Present
Bear Stearns April 2004 - June 2005
RBC Dain Rauscher March 2002 - April 2004
Tucker Anthony July 1998 - March 2002
Paine Webber May 1995 - July 1998
Education
Northeastern University 2004 — 2007
BSBA, Business Administration
Massasoit Community College 1990 — 1993
BS, Management
sharon chernick's Bear Stearns Experience 1989 - 2008
Job Prime brokerage attorney
Industry Law Practice
Experience
Bank of America March 2015 - Present
HSBC SecuritiesS October 2012 - October 2013
Credit Suisse June 2008 - July 2012
Bear Stearns 1989 - 2008
bear stearns 1989 - 2007
Education
New York University School of Law 1977 — 1978
transfer student, Law
Maurice A. Deane School of Law at Hofstra University 1975 — 1977
JD, Law
The Hebrew University 1970 — 1973
law, law
Bank of America March 2015 - Present
HSBC SecuritiesS October 2012 - October 2013
Credit Suisse June 2008 - July 2012
Bear Stearns 1989 - 2008
bear stearns 1989 - 2007
Education
New York University School of Law 1977 — 1978
transfer student, Law
Maurice A. Deane School of Law at Hofstra University 1975 — 1977
JD, Law
The Hebrew University 1970 — 1973
law, law
Catherine Hernon's Bear Stearns Experience December 1990 - November 1993
Job Director, Sales at Citi
Industry Financial Services
Mark Angioli's Bear Stearns Experience July 2000 - June 2008
Job Executive Director
Industry Financial Services
Experience
JPMorgan June 2008 - Present
Bear Stearns July 2000 - June 2008
Bear Stearns International 2000 - 2008
Natixis 1998 - 2000
Misys / Summit Systems 1996 - 1997
Summit Systems 1996 - 1997
Sakura Global Capital 1994 - 1996
Thomas Reuters 1993 - 1994
Sanford C. Bernstein October 1991 - May 1993
Skills
Interest Rate..., Derivatives, Trading Systems, Middle Office, Fixed Income, Capital Markets, Investment Banking, Equity Derivatives, Swaps, BASEL aggregation and..., Financial Markets, FX Options, Market Data, Risk Management, Rates, Options, Market Risk, Sybase, Trading, Bonds, Collateral Management, Back Office, Bloomberg, Low Latency, Securities, Financial Risk, Calypso, Dodd-Frank, Reference Data
Education
Manhattan College 1986 — 1990
BS, Computer information systems
JPMorgan June 2008 - Present
Bear Stearns July 2000 - June 2008
Bear Stearns International 2000 - 2008
Natixis 1998 - 2000
Misys / Summit Systems 1996 - 1997
Summit Systems 1996 - 1997
Sakura Global Capital 1994 - 1996
Thomas Reuters 1993 - 1994
Sanford C. Bernstein October 1991 - May 1993
Skills
Interest Rate..., Derivatives, Trading Systems, Middle Office, Fixed Income, Capital Markets, Investment Banking, Equity Derivatives, Swaps, BASEL aggregation and..., Financial Markets, FX Options, Market Data, Risk Management, Rates, Options, Market Risk, Sybase, Trading, Bonds, Collateral Management, Back Office, Bloomberg, Low Latency, Securities, Financial Risk, Calypso, Dodd-Frank, Reference Data
Education
Manhattan College 1986 — 1990
BS, Computer information systems
Richard Primiano's Bear Stearns Experience August 2006 - February 2007
Job Licensed Security Aide at HEWLETTWOODMERE PUBLIC SCHOOLS
Industry Financial Services
Experience
HEWLETT-WOODMERE PUBLIC SCHOOLS September 2014 - Present
ASTORIA FEDERAL SAVINGS January 2013 - May 2013
Sunrise Credit Services April 2011 - November 2012
ING Financial Services LLC February 2007 - March 2009
Bear Stearns August 2006 - February 2007
WACHOVIA SECURITIES June 2005 - August 2006
ING FINANCIAL SERVICES CORP January 2001 - June 2005
ING FINANCIAL SERVICES CORP January 2000 - January 2001
Financial Services Industry May 1987 - February 2000
Skills
Fixed Income, Equities, Commodity, Auditing, Banking, Derivatives, Mutual Funds, Financial Modeling, Investments, Finance, Financial Reporting, Risk Management, Corporate Finance, Trading, Analysis, Valuation
Education
Pace University - Lubin School of Business 1988 — 1992
MS, Accounting
Manhattan College
B.S, Finance/Computer Information Systems
Chaminade High School 1980 — 1984
HEWLETT-WOODMERE PUBLIC SCHOOLS September 2014 - Present
ASTORIA FEDERAL SAVINGS January 2013 - May 2013
Sunrise Credit Services April 2011 - November 2012
ING Financial Services LLC February 2007 - March 2009
Bear Stearns August 2006 - February 2007
WACHOVIA SECURITIES June 2005 - August 2006
ING FINANCIAL SERVICES CORP January 2001 - June 2005
ING FINANCIAL SERVICES CORP January 2000 - January 2001
Financial Services Industry May 1987 - February 2000
Skills
Fixed Income, Equities, Commodity, Auditing, Banking, Derivatives, Mutual Funds, Financial Modeling, Investments, Finance, Financial Reporting, Risk Management, Corporate Finance, Trading, Analysis, Valuation
Education
Pace University - Lubin School of Business 1988 — 1992
MS, Accounting
Manhattan College
B.S, Finance/Computer Information Systems
Chaminade High School 1980 — 1984
Jeff Knox's Bear Stearns Experience September 1985 - September 1989
Job Senior Vice President at Newbridge Securities
Industry Financial Services
Experience
Newbridge Securities January 2011 - December 2011
Pershing Trading Services September 2009 - December 2010
Pershing BNY/Mellon September 2009 - December 2010
Pershing, LLC 2009 - 2010
Ibis Financial Group April 2009 - September 2009
JVB Financial Group, LLC May 2006 - June 2008
J.V.B. Financial Group 2006 - 2008
LaSalle Bank 1996 - 2006
William R. Hough January 1990 - January 1991
Bear Stearns September 1985 - September 1989
Skills
Fixed Income, Series 7, Securities, Portfolio Management, Trading, MBS, Series 24, Series 63, Bonds, Finance, Alternative Investments, Structured Products, Hedging, Valuation, Capital Markets, Hedge Funds, Mutual Funds, Asset Management, Equities, Wealth Management, Bloomberg, Investments, FINRA
Education
Maharishi University of Management 1974 — 1979
BA, Philosophy
Salisbury University 1976 — 1977
Trigonomitry
Newbridge Securities January 2011 - December 2011
Pershing Trading Services September 2009 - December 2010
Pershing BNY/Mellon September 2009 - December 2010
Pershing, LLC 2009 - 2010
Ibis Financial Group April 2009 - September 2009
JVB Financial Group, LLC May 2006 - June 2008
J.V.B. Financial Group 2006 - 2008
LaSalle Bank 1996 - 2006
William R. Hough January 1990 - January 1991
Bear Stearns September 1985 - September 1989
Skills
Fixed Income, Series 7, Securities, Portfolio Management, Trading, MBS, Series 24, Series 63, Bonds, Finance, Alternative Investments, Structured Products, Hedging, Valuation, Capital Markets, Hedge Funds, Mutual Funds, Asset Management, Equities, Wealth Management, Bloomberg, Investments, FINRA
Education
Maharishi University of Management 1974 — 1979
BA, Philosophy
Salisbury University 1976 — 1977
Trigonomitry
Cathy Yao's Bear Stearns Experience June 2007 - August 2007
Job Senior Research Associate at MoffettNathanson LLC
Industry Investment Management
Experience
MoffettNathanson LLC September 2013 - Present
Sanford C. Bernstein 2010 - Present
Sanford C. Bernstein February 2013 - July 2013
Altman Vilandrie & Company June 2008 - August 2008
Bear Stearns June 2007 - August 2007
BlackRock January 2007 - February 2007
Skills
Equity Research, Industry Analysis, Bloomberg, Financial Modeling, Equities, Competitive Analysis, Business Analysis, Due Diligence
Education
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Economics
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science, Management Science (Finance Concentration)
MoffettNathanson LLC September 2013 - Present
Sanford C. Bernstein 2010 - Present
Sanford C. Bernstein February 2013 - July 2013
Altman Vilandrie & Company June 2008 - August 2008
Bear Stearns June 2007 - August 2007
BlackRock January 2007 - February 2007
Skills
Equity Research, Industry Analysis, Bloomberg, Financial Modeling, Equities, Competitive Analysis, Business Analysis, Due Diligence
Education
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Economics
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science, Management Science (Finance Concentration)
Seshagiri Rao's Bear Stearns Experience April 2006 - November 2006
Job AVP at Barclays Capital
Industry Financial Services
Experience
Barclays Capital August 2009 - Present
E*TRADE Financial November 2006 - July 2009
Bear Stearns April 2006 - November 2006
Dennemeyer & Co. 2005 - 2006
Hewlett-Packard 2004 - June 2005
Nous Infosystems 2002 - 2004
Education
Madurai Kamaraj University 1999 — 2002
Barclays Capital August 2009 - Present
E*TRADE Financial November 2006 - July 2009
Bear Stearns April 2006 - November 2006
Dennemeyer & Co. 2005 - 2006
Hewlett-Packard 2004 - June 2005
Nous Infosystems 2002 - 2004
Education
Madurai Kamaraj University 1999 — 2002
Naomi Arbit's Bear Stearns Experience 2006 - 2007
Job Doctoral Student Scholar at Teachers College, Columbia University
Industry Higher Education
Experience
Columbia University in the City of New York September 2014 - Present
Teachers College, Columbia University September 2013 - Present
Columbia University Medical Center January 2013 - October 2014
Providence Equity Partners March 2010 - January 2013
Environmental Defense Fund 2009 - 2009
Bear Stearns 2006 - 2007
Education
Teachers College of Columbia University 2009 — 2016
Doctor of Philosophy (PhD), Behavioral Nutrition
University of Pennsylvania 2014 — 2015
Masters in Applied Positive Psychology, Positive Psychology
Teachers College of Columbia University 2009 — 2014
Master of Science (MS), Nutrition and Applied Physiology
New York University 2007 — 2009
Master of Arts (M.A.), Medical and Environmental Ethics
McGill University 2002 — 2006
Bachelor of Arts, Environment and Economics
Dwight Englewood
Columbia University in the City of New York September 2014 - Present
Teachers College, Columbia University September 2013 - Present
Columbia University Medical Center January 2013 - October 2014
Providence Equity Partners March 2010 - January 2013
Environmental Defense Fund 2009 - 2009
Bear Stearns 2006 - 2007
Education
Teachers College of Columbia University 2009 — 2016
Doctor of Philosophy (PhD), Behavioral Nutrition
University of Pennsylvania 2014 — 2015
Masters in Applied Positive Psychology, Positive Psychology
Teachers College of Columbia University 2009 — 2014
Master of Science (MS), Nutrition and Applied Physiology
New York University 2007 — 2009
Master of Arts (M.A.), Medical and Environmental Ethics
McGill University 2002 — 2006
Bachelor of Arts, Environment and Economics
Dwight Englewood
Grigore Raul Tataru's Bear Stearns Experience August 2006 - May 2008
Job FX Quant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
Bloomberg March 2009 - April 2011
JP Morgan June 2008 - February 2009
Bear Stearns August 2006 - May 2008
Education
Massachusetts Institute of Technology 1998 — 2003
Ph.D.
University of Bucharest 1994 — 1998
BS
Bank of America Merrill Lynch May 2011 - Present
Bloomberg March 2009 - April 2011
JP Morgan June 2008 - February 2009
Bear Stearns August 2006 - May 2008
Education
Massachusetts Institute of Technology 1998 — 2003
Ph.D.
University of Bucharest 1994 — 1998
BS
Neda Ghovanloo's Bear Stearns Experience March 2007 - December 2007
Job Real Estate Professional
Industry Real Estate
Experience
Bear Stearns March 2007 - December 2007
Education
Miami Dade College
Bear Stearns March 2007 - December 2007
Education
Miami Dade College
Claus Leitmann's Bear Stearns Experience 2002 - 2003
Job Senior Sales Engineer at Ciena
Industry Telecommunications
Experience
Ciena February 2013 - Present
Infinera April 2011 - January 2013
BTI Systems January 2010 - April 2011
ADVA Optical Networking April 2004 - January 2010
ADVA Optical Networking April 2004 - January 2010
Con Edison Communications 2003 - 2004
Bear Stearns 2002 - 2003
Nortel Networks 1999 - 2002
Lucent Technologies 1997 - 1999
Bay Networks 1993 - 1997
Skills
DWDM, SDH, Sales Engineering, Routing, GMPLS, Carrier Ethernet, CCNA, Optical Networking, Network Engineering, MPLS, IP, Optical Fiber, Cisco Technologies, Ethernet, Optical Communications, Telecommunications, Cloud Computing, Wireless, VoIP
Education
Marist College 1989 — 1990
MBA, IS
Manhattan College 1984 — 1988
BSEE, Electrical Engineering
US Army Signal School
Microwave Communications
Ciena February 2013 - Present
Infinera April 2011 - January 2013
BTI Systems January 2010 - April 2011
ADVA Optical Networking April 2004 - January 2010
ADVA Optical Networking April 2004 - January 2010
Con Edison Communications 2003 - 2004
Bear Stearns 2002 - 2003
Nortel Networks 1999 - 2002
Lucent Technologies 1997 - 1999
Bay Networks 1993 - 1997
Skills
DWDM, SDH, Sales Engineering, Routing, GMPLS, Carrier Ethernet, CCNA, Optical Networking, Network Engineering, MPLS, IP, Optical Fiber, Cisco Technologies, Ethernet, Optical Communications, Telecommunications, Cloud Computing, Wireless, VoIP
Education
Marist College 1989 — 1990
MBA, IS
Manhattan College 1984 — 1988
BSEE, Electrical Engineering
US Army Signal School
Microwave Communications
Ed Smercak's Bear Stearns Experience 2004 - 2008
Job Vice President Change Management at Bank of TokyoMitsubishi UFJ
Industry Consumer Services
Experience
Bank of Tokyo-Mitsubishi UFJ August 2012 - Present
NYU Langone Medical Center January 2011 - Present
Bear Stearns 2004 - 2008
Kraft Foods 1984 - 2004
Education
Mercy College 1981 — 1985
Bank of Tokyo-Mitsubishi UFJ August 2012 - Present
NYU Langone Medical Center January 2011 - Present
Bear Stearns 2004 - 2008
Kraft Foods 1984 - 2004
Education
Mercy College 1981 — 1985
Peter Sallerson's Bear Stearns Experience July 1993 - October 2007
Job Structured Finance
Industry Financial Services
Experience
Moody's Analytics December 2014 - Present
Independent Consultant September 2013 - November 2014
Mitsubishi UFJ Securities (USA), Inc. December 2010 - September 2013
Consultant 2010 - December 2010
Further Lane December 2007 - October 2010
Columbia Graduate School of Business March 2010 - June 2010
Moody's Analytics October 2008 - November 2008
Bear Stearns July 1993 - October 2007
Nomura July 1986 - July 1993
Gellman Research September 1982 - August 1984
Skills
Fixed Income, CDO, ABS, Cash Flow, Product Development, Structured Finance, Capital Markets, Alternative Investments, Derivatives, Investment Banking, Structured Products, Securitization, Securities, Valuation, Finance, Private Equity, Financial Structuring, Financial Modeling, Credit, Bonds, Banking
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Accounting & Finance
Middlebury College 1978 — 1982
BA, Economics & Math
The London School of Economics and Political Science (LSE) 1980 — 1981
JYA, Economics
Brighton High School 1974 — 1978
Diploma, General
Moody's Analytics December 2014 - Present
Independent Consultant September 2013 - November 2014
Mitsubishi UFJ Securities (USA), Inc. December 2010 - September 2013
Consultant 2010 - December 2010
Further Lane December 2007 - October 2010
Columbia Graduate School of Business March 2010 - June 2010
Moody's Analytics October 2008 - November 2008
Bear Stearns July 1993 - October 2007
Nomura July 1986 - July 1993
Gellman Research September 1982 - August 1984
Skills
Fixed Income, CDO, ABS, Cash Flow, Product Development, Structured Finance, Capital Markets, Alternative Investments, Derivatives, Investment Banking, Structured Products, Securitization, Securities, Valuation, Finance, Private Equity, Financial Structuring, Financial Modeling, Credit, Bonds, Banking
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Accounting & Finance
Middlebury College 1978 — 1982
BA, Economics & Math
The London School of Economics and Political Science (LSE) 1980 — 1981
JYA, Economics
Brighton High School 1974 — 1978
Diploma, General
Nicole Decker's Bear Stearns Experience 1998 - 2008
Job Investment Management Professional
Industry Investment Management
Experience
UBS Wealth Management 2008 - Present
Bear Stearns 1998 - 2008
Texaco Inc. 1990 - 1998
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Manhattanville College
BA, Mathematics
UBS Wealth Management 2008 - Present
Bear Stearns 1998 - 2008
Texaco Inc. 1990 - 1998
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Manhattanville College
BA, Mathematics
Anna Florek's Bear Stearns Experience February 2000 - June 2008
Job Assistant Vice President Capital Markets Group at Bank Hapoalim
Industry Capital Markets
Experience
Bank Hapoalim January 2010 - Present
Consultant June 2009 - December 2009
Morgan Stanley July 2008 - May 2009
Bear Stearns February 2000 - June 2008
Citigroup August 1998 - February 2000
BNP Paribas March 1996 - August 1998
BNP Paribas January 1995 - March 1996
Skills
Capital Markets, Fixed Income, Risk Management, Finance, Financial Risk, Derivatives, Portfolio Management, Accounting, AML, Trading, Internal Audit, Auditing, Operational Risk, Securities, Equities, Internal Controls, Sarbanes-Oxley Act, Anti Money Laundering
Education
Marymount Manhattan College
Bachelor of Science - Accounting
Bank Hapoalim January 2010 - Present
Consultant June 2009 - December 2009
Morgan Stanley July 2008 - May 2009
Bear Stearns February 2000 - June 2008
Citigroup August 1998 - February 2000
BNP Paribas March 1996 - August 1998
BNP Paribas January 1995 - March 1996
Skills
Capital Markets, Fixed Income, Risk Management, Finance, Financial Risk, Derivatives, Portfolio Management, Accounting, AML, Trading, Internal Audit, Auditing, Operational Risk, Securities, Equities, Internal Controls, Sarbanes-Oxley Act, Anti Money Laundering
Education
Marymount Manhattan College
Bachelor of Science - Accounting
Lou Paolillo's Bear Stearns Experience January 2003 - May 2007
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
CUNA Brokerage Services/ First Financial Credit Union May 2011 - August 2013
Wells Fargo Advisors May 2009 - May 2011
A.G. Edwards April 2008 - May 2009
Morgan Stanley August 2007 - March 2008
Bear Stearns January 2003 - May 2007
Direct Access Partners 2000 - 2005
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, ETFs, Investment Strategies, Financial Advisory, Fixed Annuities, Bonds, Finance, Life Insurance, Series 7, Series 63, Investments, FINRA
Education
Lycoming College 1980 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
TD Ameritrade August 2013 - Present
CUNA Brokerage Services/ First Financial Credit Union May 2011 - August 2013
Wells Fargo Advisors May 2009 - May 2011
A.G. Edwards April 2008 - May 2009
Morgan Stanley August 2007 - March 2008
Bear Stearns January 2003 - May 2007
Direct Access Partners 2000 - 2005
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, ETFs, Investment Strategies, Financial Advisory, Fixed Annuities, Bonds, Finance, Life Insurance, Series 7, Series 63, Investments, FINRA
Education
Lycoming College 1980 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
Judy Aiken's Bear Stearns Experience November 1996 - November 2008
Job Vice President at JPMorgan Chase
Industry Accounting
Experience
JP Morgan November 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns November 1996 - November 2008
PricewaterhouseCoopers 1993 - 1996
Skills
Capital Markets, Investment Banking, Financial Analysis, Hedge Funds, Fixed Income, Risk Management, Equities, Financial Modeling, Corporate Finance
Education
Manhattan College 1989 — 1993
BS, Accounting
JP Morgan November 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns November 1996 - November 2008
PricewaterhouseCoopers 1993 - 1996
Skills
Capital Markets, Investment Banking, Financial Analysis, Hedge Funds, Fixed Income, Risk Management, Equities, Financial Modeling, Corporate Finance
Education
Manhattan College 1989 — 1993
BS, Accounting
Thomas Murray's Bear Stearns Experience March 2004 - February 2007
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs February 2007 - Present
Bear Stearns March 2004 - February 2007
Morgan Stanley July 2002 - February 2004
Skills
Equities, Asset Management, Series 7, Hedge Funds, Portfolio Management, Fixed Income, Capital Markets, Alternative Investments, Bloomberg
Education
Marist College 1998 — 2002
BS, Finance & Marketing
Goldman Sachs February 2007 - Present
Bear Stearns March 2004 - February 2007
Morgan Stanley July 2002 - February 2004
Skills
Equities, Asset Management, Series 7, Hedge Funds, Portfolio Management, Fixed Income, Capital Markets, Alternative Investments, Bloomberg
Education
Marist College 1998 — 2002
BS, Finance & Marketing
Paul Cookinham's Bear Stearns Experience May 2006 - May 2007
Job at Carnegie, Inc.
Industry Financial Services
Experience
Carnegie, Inc. July 2010 - Present
FINRA June 2007 - December 2010
Bear Stearns May 2006 - May 2007
Interactive Brokers July 2004 - May 2006
Enterprise Rent-A-Car January 2003 - July 2004
Skills
Securities, Hedge Funds, Equities, Series 7, Capital Markets, Investments, Mutual Funds, Fixed Income, Investment Advisory, FINRA, AML, Due Diligence, Asset Managment, Risk Management, Financial Analysis, Investment Banking, Asset Management, SEC, Securities Regulation, Alternative Investments, Broker-Dealer, Series 24, Financial Markets, Private Placements, Corporate Governance, Trading, Options, Equity Trading, Financial Regulation
Education
Western Connecticut State University 2003 — 2005
MBA, Finance, Accounting
Marist College 1999 — 2003
Bachelor of Science (BS), Business Administration and Management (Finance, Accounting)
Carnegie, Inc. July 2010 - Present
FINRA June 2007 - December 2010
Bear Stearns May 2006 - May 2007
Interactive Brokers July 2004 - May 2006
Enterprise Rent-A-Car January 2003 - July 2004
Skills
Securities, Hedge Funds, Equities, Series 7, Capital Markets, Investments, Mutual Funds, Fixed Income, Investment Advisory, FINRA, AML, Due Diligence, Asset Managment, Risk Management, Financial Analysis, Investment Banking, Asset Management, SEC, Securities Regulation, Alternative Investments, Broker-Dealer, Series 24, Financial Markets, Private Placements, Corporate Governance, Trading, Options, Equity Trading, Financial Regulation
Education
Western Connecticut State University 2003 — 2005
MBA, Finance, Accounting
Marist College 1999 — 2003
Bachelor of Science (BS), Business Administration and Management (Finance, Accounting)
irmane suarez's Bear Stearns Experience Executive AssistantBear Stearns2004 - 2008
Job Executive Assistant at Bear Stearns
Industry Financial Services
Experience
Bear Stearns Executive AssistantBear Stearns2004 - 2008
Education
Marymount Manhattan College 1995 — 1998
New York University 1989 — 1991
liberal arts
Bear Stearns Executive AssistantBear Stearns2004 - 2008
Education
Marymount Manhattan College 1995 — 1998
New York University 1989 — 1991
liberal arts
Andrew Laporta's Bear Stearns Experience December 2005 - March 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
J.P. Morgan September 2011 - Present
JP Morgan July 2010 - September 2011
JPMorgan March 2008 - June 2010
Bear Stearns December 2005 - March 2008
Skills
Prime Brokerage, Fixed Income, Capital Markets, Hedge Funds, Valuation, Equities, Derivatives, Investment Banking, Bloomberg, Securities, Series 7, Middle Office, Equity Derivatives, Credit Derivatives, Alternative Investments
Education
Manhattan College 1998 — 2001
BA, Marketing
J.P. Morgan September 2011 - Present
JP Morgan July 2010 - September 2011
JPMorgan March 2008 - June 2010
Bear Stearns December 2005 - March 2008
Skills
Prime Brokerage, Fixed Income, Capital Markets, Hedge Funds, Valuation, Equities, Derivatives, Investment Banking, Bloomberg, Securities, Series 7, Middle Office, Equity Derivatives, Credit Derivatives, Alternative Investments
Education
Manhattan College 1998 — 2001
BA, Marketing
Edward Buttacavoli's Bear Stearns Experience March 2006 - April 2008
Job MBS Sales & Trading
Industry Financial Services
Experience
Société Générale August 2014 - August 2015
Cantor Fitzgerald September 2012 - May 2014
Ally Financial Inc. June 2011 - September 2012
Ally Financial Inc. May 2009 - June 2011
Cerberus Capital Management March 2008 - May 2009
Bear Stearns March 2006 - April 2008
Skills
Fixed Income, Capital Markets, Equities, Valuation, Trading, Portfolio Management, Financial Modeling, Asset Managment, Structured Finance, Bloomberg, Hedge Funds, Investments, Due Diligence, Credit, Alternative Investments, Investment Banking, Derivatives, Asset Management
Education
Marymount Manhattan College 1995 — 1999
BA, Business Major / Communications Minor, 3.8 Overall GPA
Société Générale August 2014 - August 2015
Cantor Fitzgerald September 2012 - May 2014
Ally Financial Inc. June 2011 - September 2012
Ally Financial Inc. May 2009 - June 2011
Cerberus Capital Management March 2008 - May 2009
Bear Stearns March 2006 - April 2008
Skills
Fixed Income, Capital Markets, Equities, Valuation, Trading, Portfolio Management, Financial Modeling, Asset Managment, Structured Finance, Bloomberg, Hedge Funds, Investments, Due Diligence, Credit, Alternative Investments, Investment Banking, Derivatives, Asset Management
Education
Marymount Manhattan College 1995 — 1999
BA, Business Major / Communications Minor, 3.8 Overall GPA
Amy Williams's Bear Stearns Experience 1995 - 2002
Job Head of Human Resources at CCI
Industry Financial Services
Experience
Castleton Commodities International May 2010 - Present
Plainfield Asset Management July 2007 - April 2010
Banc of America Securities 2003 - 2007
Bear Stearns 1995 - 2002
Bear Stearns 1995 - 2002
Skills
Management, Personnel Management, Human Resources, Succession Planning, Employee Relations, Talent Acquisition, Onboarding, Leadership Development, Employee Engagement, Hedge Funds, Recruiting, Deferred Compensation, Talent Management, Performance Management, Capital Markets, Change Management, Organizational Design, Strategy, Mergers & Acquisitions, HR Transformation, Leadership, Mergers, Organizational..., HRIS, Employee Benefits, Strategic Planning, HR Consulting, Organizational...
Education
Lynchburg College 1988 — 2001
BS, Psychology
portledge
Castleton Commodities International May 2010 - Present
Plainfield Asset Management July 2007 - April 2010
Banc of America Securities 2003 - 2007
Bear Stearns 1995 - 2002
Bear Stearns 1995 - 2002
Skills
Management, Personnel Management, Human Resources, Succession Planning, Employee Relations, Talent Acquisition, Onboarding, Leadership Development, Employee Engagement, Hedge Funds, Recruiting, Deferred Compensation, Talent Management, Performance Management, Capital Markets, Change Management, Organizational Design, Strategy, Mergers & Acquisitions, HR Transformation, Leadership, Mergers, Organizational..., HRIS, Employee Benefits, Strategic Planning, HR Consulting, Organizational...
Education
Lynchburg College 1988 — 2001
BS, Psychology
portledge
Ed Smercak's Bear Stearns Experience July 2004 - February 2009
Job Account ExecutiveGEM at Optimum Lightpath
Industry Information Technology and Services
Experience
Optimum Lightpath April 2009 - Present
Optimum Lightpath April 2009 - Present
Bear Stearns July 2004 - February 2009
Education
Mercy College
Optimum Lightpath April 2009 - Present
Optimum Lightpath April 2009 - Present
Bear Stearns July 2004 - February 2009
Education
Mercy College
irmane suarez's Bear Stearns Experience July 2004 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bear Stearns July 2004 - August 2008
Education
Marymount Manhattan College 1994 — 1997
BA, Communications Arts/Film Production
Bear Stearns July 2004 - August 2008
Education
Marymount Manhattan College 1994 — 1997
BA, Communications Arts/Film Production
Martha Tredgett's Bear Stearns Experience February 2007 - December 2008
Job Placement agent, LGT Capital Partners
Industry Financial Services
Experience
LGT Capital Partners January 2009 - December 2014
Bear Stearns February 2007 - December 2008
Crane Capital Associates October 2002 - February 2007
Skills
Private Equity, Hedge Funds, Alternative Investments, Investments, Venture Capital, Fund Raising, Business Development, Funding, Investment Advisory, Private Placements, Hedging, Fundraising, Capital, Mutual Funds, Asset Management
Education
The London School of Economics and Political Science (LSE) 1989 — 1990
DBS, Business Studies
McGill University 1986 — 1989
Bachelor Commerce, International Business and Entrepreneurship
York Mills Collegiate Institute, Toronto 1983 — 1986
High School, 13
York mills
LGT Capital Partners January 2009 - December 2014
Bear Stearns February 2007 - December 2008
Crane Capital Associates October 2002 - February 2007
Skills
Private Equity, Hedge Funds, Alternative Investments, Investments, Venture Capital, Fund Raising, Business Development, Funding, Investment Advisory, Private Placements, Hedging, Fundraising, Capital, Mutual Funds, Asset Management
Education
The London School of Economics and Political Science (LSE) 1989 — 1990
DBS, Business Studies
McGill University 1986 — 1989
Bachelor Commerce, International Business and Entrepreneurship
York Mills Collegiate Institute, Toronto 1983 — 1986
High School, 13
York mills
chuck meeth's Bear Stearns Experience September 1986 - March 2001
Job sr vice president at Morgan Joseph
Industry Investment Banking
Experience
Morgan Joseph September 2007 - Present
Fulcrum Global Partners March 2001 - October 2005
Bear Stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
ba, economics
ramapo highschool 1977 — 1981
highschool
Morgan Joseph September 2007 - Present
Fulcrum Global Partners March 2001 - October 2005
Bear Stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
ba, economics
ramapo highschool 1977 — 1981
highschool
Judy Fehlig's Bear Stearns Experience 1992 - 1996
Job former ConsultantCentral Park Cons ervancy for past 5 years
Industry Financial Services
Experience
pyramid real estate group June 2011 - Present
fehlig advisors 2005 - Present
Bloomberg LLP 2003 - 2005
fehlig advisors 1999 - 2003
CIBC-Oppenheimer 1996 - 1999
bear stearns 1992 - 1996
salomon bros 1978 - 1992
Skills
Equities, Financial Analysis, Negotiation, Trading, Investments
Education
Marymount University
liberal arts
pyramid real estate group June 2011 - Present
fehlig advisors 2005 - Present
Bloomberg LLP 2003 - 2005
fehlig advisors 1999 - 2003
CIBC-Oppenheimer 1996 - 1999
bear stearns 1992 - 1996
salomon bros 1978 - 1992
Skills
Equities, Financial Analysis, Negotiation, Trading, Investments
Education
Marymount University
liberal arts
David Fresne's Bear Stearns Experience December 1986 - July 1999
Job CEO at Endeavor Global Partners Corp.
Industry Financial Services
Experience
Endeavor Global Partners Corp. January 2012 - Present
Compradore Capital June 2009 - Present
Endeavor Group LLC May 2008 - Present
Maxim Group October 2006 - January 2008
Investec Ernst October 1999 - October 2002
Royce Investment Group July 1999 - October 1999
Bear Stearns December 1986 - July 1999
Skills
Mergers & Acquisitions, Management, Corporate Finance, Investment Banking, Private Equity, Venture Capital, Portfolio Management, Equities, Investments, Start-ups, Valuation, Strategic Planning, Capital Markets, Due Diligence, Securities, Hedge Funds, IPO, Entrepreneurship, Financial Modeling, Private Placements, Investor Relations, Alternative Investments, Management Consulting, Asset Management, Trading, Corporate Development, New Business Development, Contract Negotiation
Education
Miami University
Endeavor Global Partners Corp. January 2012 - Present
Compradore Capital June 2009 - Present
Endeavor Group LLC May 2008 - Present
Maxim Group October 2006 - January 2008
Investec Ernst October 1999 - October 2002
Royce Investment Group July 1999 - October 1999
Bear Stearns December 1986 - July 1999
Skills
Mergers & Acquisitions, Management, Corporate Finance, Investment Banking, Private Equity, Venture Capital, Portfolio Management, Equities, Investments, Start-ups, Valuation, Strategic Planning, Capital Markets, Due Diligence, Securities, Hedge Funds, IPO, Entrepreneurship, Financial Modeling, Private Placements, Investor Relations, Alternative Investments, Management Consulting, Asset Management, Trading, Corporate Development, New Business Development, Contract Negotiation
Education
Miami University
Kim Last's Bear Stearns Experience January 1992 - January 1998
Job Head of Sales Trading at Bankhaus Lampe
Industry Investment Banking
Experience
Bankhaus Lampe August 2013 - Present
Oddo & Cie April 2006 - June 2013
Oddo Securities 2006 - June 2013
Jefferies & Company December 2004 - April 2006
Commerzbank AG January 2000 - December 2004
Bear Stearns January 1992 - January 1998
Dresdner Bank AG September 1988 - September 1990
Skills
Equities, Trading, Equity Trading, Financial Markets, Bloomberg, Capital Markets, Derivatives, Hedge Funds, Fixed Income, Electronic Trading, Equity Derivatives, Investment Banking, Trading Systems, Options, Equity Research, Structured Products, Portfolio Management, Asset Management, Valuation, Bonds, Emerging Markets, FX Options, Alternative Investments, Investments, ETFs
Education
Manhattanville College 1987 — 1991
South Kent School 1985 — 1987
HS
Humboldt-Schule 1978 — 1985
Bankhaus Lampe August 2013 - Present
Oddo & Cie April 2006 - June 2013
Oddo Securities 2006 - June 2013
Jefferies & Company December 2004 - April 2006
Commerzbank AG January 2000 - December 2004
Bear Stearns January 1992 - January 1998
Dresdner Bank AG September 1988 - September 1990
Skills
Equities, Trading, Equity Trading, Financial Markets, Bloomberg, Capital Markets, Derivatives, Hedge Funds, Fixed Income, Electronic Trading, Equity Derivatives, Investment Banking, Trading Systems, Options, Equity Research, Structured Products, Portfolio Management, Asset Management, Valuation, Bonds, Emerging Markets, FX Options, Alternative Investments, Investments, ETFs
Education
Manhattanville College 1987 — 1991
South Kent School 1985 — 1987
HS
Humboldt-Schule 1978 — 1985
AJ Minnetian's Bear Stearns Experience June 2000 - September 2000
Job Vice President of Finance at eHarmony
Industry Internet
Experience
eHarmony September 2014 - Present
StartEngine.com 2013 - Present
PriceGrabber.com February 2011 - September 2014
Shopzilla, Inc. February 2010 - February 2011
Strategic Equity Group February 2009 - December 2009
RBC Capital Markets July 2007 - November 2008
Corning Incorporated April 2001 - July 2002
Bear Stearns June 2000 - September 2000
Skills
Financial Analysis, Mergers, Forecasting, Corporate Development, Budgeting, Corporate Budgeting, Strategic Planning, Internet Strategy, Capital Raising, Financial Modeling, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Corporate Finance, Business Strategy, Business Planning, Due Diligence, E-commerce, Strategy, Start-ups, Business Development, Finance, Venture Capital, Valuation, Private Equity, Management, Leadership, Strategic Financial..., Analysis, Executive Management, Business Analysis, Analytics, Financial Reporting, Business Valuation, Change Management, Mobile Devices, Investment Banking, Operations Management, Negotiation, Cross-functional Team..., Variance Analysis, Market Research
Education
UCLA Anderson School of Management 2005 — 2007
MBA, Finance and Strategy
McGill University 1996 — 2001
B.Eng, Mechanical Engineering
eHarmony September 2014 - Present
StartEngine.com 2013 - Present
PriceGrabber.com February 2011 - September 2014
Shopzilla, Inc. February 2010 - February 2011
Strategic Equity Group February 2009 - December 2009
RBC Capital Markets July 2007 - November 2008
Corning Incorporated April 2001 - July 2002
Bear Stearns June 2000 - September 2000
Skills
Financial Analysis, Mergers, Forecasting, Corporate Development, Budgeting, Corporate Budgeting, Strategic Planning, Internet Strategy, Capital Raising, Financial Modeling, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Corporate Finance, Business Strategy, Business Planning, Due Diligence, E-commerce, Strategy, Start-ups, Business Development, Finance, Venture Capital, Valuation, Private Equity, Management, Leadership, Strategic Financial..., Analysis, Executive Management, Business Analysis, Analytics, Financial Reporting, Business Valuation, Change Management, Mobile Devices, Investment Banking, Operations Management, Negotiation, Cross-functional Team..., Variance Analysis, Market Research
Education
UCLA Anderson School of Management 2005 — 2007
MBA, Finance and Strategy
McGill University 1996 — 2001
B.Eng, Mechanical Engineering
JOHN MADONNA's Bear Stearns Experience 1986 - 1990
Job Taxi driver at Desert Cab, Inc.
Industry Financial Services
Experience
Desert Cab, Inc. June 2004 - Present
bear stearns 1986 - 1990
Education
Michigan State University 1984 — 1986
Bachelor's degree, Justice, Morality and Constitutional Democracy, 3.0
Desert Cab, Inc. June 2004 - Present
bear stearns 1986 - 1990
Education
Michigan State University 1984 — 1986
Bachelor's degree, Justice, Morality and Constitutional Democracy, 3.0
Greg Piazza's Bear Stearns Experience 2001 - 2006
Job IT Project Manager
Industry Computer Software
Experience
Bank of America July 2014 - Present
Merrill Lynch July 2013 - July 2014
Self-employed IT Project Manager December 2012 - July 2014
Retail Decisions June 2010 - December 2012
Retail Decisions April 2007 - October 2010
Bear Stearns 2001 - 2006
Skills
Payment Systems, E-commerce, Payment Card Processing, SDLC, Payments, Agile Methodologies, Software Project..., SQL, Cloud Computing, Payment Gateways, Electronic Payments, PCI DSS, Risk Management
Education
Miami Dade College 1980 — 1982
Bank of America July 2014 - Present
Merrill Lynch July 2013 - July 2014
Self-employed IT Project Manager December 2012 - July 2014
Retail Decisions June 2010 - December 2012
Retail Decisions April 2007 - October 2010
Bear Stearns 2001 - 2006
Skills
Payment Systems, E-commerce, Payment Card Processing, SDLC, Payments, Agile Methodologies, Software Project..., SQL, Cloud Computing, Payment Gateways, Electronic Payments, PCI DSS, Risk Management
Education
Miami Dade College 1980 — 1982
Rick Valdivia's Bear Stearns Experience October 1992 - September 1999
Job System Analyst/SharePoint Administrator
Industry Computer Software
Experience
Alliance Bernstein September 1999 - Present
Bear Stearns October 1992 - September 1999
Skills
SDLC, SharePoint, Disaster Recovery, Perl, VBScript
Education
Manhattan College
BSEE, Electrical Engineering
Alliance Bernstein September 1999 - Present
Bear Stearns October 1992 - September 1999
Skills
SDLC, SharePoint, Disaster Recovery, Perl, VBScript
Education
Manhattan College
BSEE, Electrical Engineering
Andrew Reese's Bear Stearns Experience 1994 - 2007
Job Senior Vice President at Sterne Agee
Industry Financial Services
Experience
Sterne Agee January 2012 - Present
MF Global February 2009 - November 2011
Mesirow Financial January 2008 - December 2008
Bear Stearns 1994 - 2007
Skills
Fixed Income, Alternative Investments, Bonds, Capital Markets, Structured Products, Bloomberg, Series 7, Options, Securities, Financial Services, Derivatives, Trading, Series 63, Investments, Investment Banking, Structured Finance, Hedging, Credit Derivatives, ABS, MBS, Hedge Funds, CDO, Swaps, Financial Markets, Electronic Trading, CPA, Financial Accounting, Fund Accounting, Forensic Accounting, Residential Mortgages, Commercial Mortgages, Jumbo Mortgage, Reverse Mortgages, Mortgage Lending, Fixed Income Analysis, Sales Management
Education
Manchester College 1993 — 1994
Master, Master of Accountancy
Manchester College 1991 — 1993
BS, Accounting
Western Illinois University 1989 — 1990
Notre Dame HS
Notre Dame HS
Sterne Agee January 2012 - Present
MF Global February 2009 - November 2011
Mesirow Financial January 2008 - December 2008
Bear Stearns 1994 - 2007
Skills
Fixed Income, Alternative Investments, Bonds, Capital Markets, Structured Products, Bloomberg, Series 7, Options, Securities, Financial Services, Derivatives, Trading, Series 63, Investments, Investment Banking, Structured Finance, Hedging, Credit Derivatives, ABS, MBS, Hedge Funds, CDO, Swaps, Financial Markets, Electronic Trading, CPA, Financial Accounting, Fund Accounting, Forensic Accounting, Residential Mortgages, Commercial Mortgages, Jumbo Mortgage, Reverse Mortgages, Mortgage Lending, Fixed Income Analysis, Sales Management
Education
Manchester College 1993 — 1994
Master, Master of Accountancy
Manchester College 1991 — 1993
BS, Accounting
Western Illinois University 1989 — 1990
Notre Dame HS
Notre Dame HS
Adonis El-Asmar, MS Banking's Bear Stearns Experience 1997 - 2008
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2012 - Present
JPMorgan March 2008 - April 2012
Bear Stearns 1997 - 2008
Skills
Investment Banking, Equities, FX Options, Settlement, Prime Brokerage, Series 7, Fixed Income, Foreign Exchange, Hedge Funds, Trading Systems, Capital Markets, ETFs, FX trading, Derivatives, Middle Office
Education
Mercy College 2004 — 2006
MS Banking, Banking
JPMorgan Chase April 2012 - Present
JPMorgan March 2008 - April 2012
Bear Stearns 1997 - 2008
Skills
Investment Banking, Equities, FX Options, Settlement, Prime Brokerage, Series 7, Fixed Income, Foreign Exchange, Hedge Funds, Trading Systems, Capital Markets, ETFs, FX trading, Derivatives, Middle Office
Education
Mercy College 2004 — 2006
MS Banking, Banking
Mark Rakowski's Bear Stearns Experience July 1996 - March 2005
Job Quantitative Research CLO Modeling at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Altum Capital Management (formerly Capstone Credit Fund) January 2012 - July 2013
Capstone Credit Fund March 2009 - January 2012
KBC Financial Products March 2005 - March 2009
Bear Stearns July 1996 - March 2005
Skills
Financial Modeling, ABS, Structured Products, Financial Structuring, CDO, Analytics, Rates, Derivatives, Fixed Income, Quantitative Finance, Credit Derivatives, Equities, Trading Systems, Bloomberg, CLO
Education
Massachusetts Institute of Technology
BS, Physics, Mathematics
Yale University
PhD, Theoretical Physics
J.P. Morgan July 2013 - Present
Altum Capital Management (formerly Capstone Credit Fund) January 2012 - July 2013
Capstone Credit Fund March 2009 - January 2012
KBC Financial Products March 2005 - March 2009
Bear Stearns July 1996 - March 2005
Skills
Financial Modeling, ABS, Structured Products, Financial Structuring, CDO, Analytics, Rates, Derivatives, Fixed Income, Quantitative Finance, Credit Derivatives, Equities, Trading Systems, Bloomberg, CLO
Education
Massachusetts Institute of Technology
BS, Physics, Mathematics
Yale University
PhD, Theoretical Physics
Elizabeth Pendleton's Bear Stearns Experience June 2004 - January 2005
Job Financial Services Professional
Industry Financial Services
Experience
Northwestern Mutual March 2012 - Present
Integrated Financial Partners January 2006 - July 2007
RBC Dain Rauscher March 2005 - December 2005
Bear Stearns June 2004 - January 2005
Vis-a-Vis June 2002 - August 2002
Rotary Sunshine Camp January 1999 - January 2002
Morgan Stanley June 2001 - August 2001
Education
Middlebury College 1999 — 2003
BA, Political Science/American Literature
The University of Queensland 2000 — 2001
Suffolk University Law School
Northwestern Mutual March 2012 - Present
Integrated Financial Partners January 2006 - July 2007
RBC Dain Rauscher March 2005 - December 2005
Bear Stearns June 2004 - January 2005
Vis-a-Vis June 2002 - August 2002
Rotary Sunshine Camp January 1999 - January 2002
Morgan Stanley June 2001 - August 2001
Education
Middlebury College 1999 — 2003
BA, Political Science/American Literature
The University of Queensland 2000 — 2001
Suffolk University Law School
Shuji Takahashi's Bear Stearns Experience October 2002 - December 2004
Job at Takahashi Trading
Industry Financial Services
Experience
Takahashi Trading March 2009 - Present
Bluefin Trading January 2007 - October 2008
M&N Trading February 2006 - January 2007
Bear Stearns October 2002 - December 2004
United States Navy June 1995 - June 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
Massachusetts Institute of Technology 1991 — 1995
BS, Architecture
Takahashi Trading March 2009 - Present
Bluefin Trading January 2007 - October 2008
M&N Trading February 2006 - January 2007
Bear Stearns October 2002 - December 2004
United States Navy June 1995 - June 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
Massachusetts Institute of Technology 1991 — 1995
BS, Architecture
Amanda Ens's Bear Stearns Experience February 2006 - May 2008
Job Executive Director at J.P. Morgan, Global Investment Opportunities
Industry Banking
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan July 2011 - January 2014
J.P. Morgan June 2008 - July 2011
Bear Stearns February 2006 - May 2008
Skills
Capital Markets, Derivatives, FX, Bloomberg, Fixed Income Products, Interest Rate..., Emerging Markets, Alternative Investments, Hedge Accounting, Interest Rate Risk..., FX Risk Management, Corporate Finance, Credit Derivatives, Structured Products, Equities, Equity Derivatives, Swaps, Investment Strategies, Hedging, FX Hedging, Options, Private Equity, Investments, FX Derivatives, Bonds, Macroeconomics
Education
McGill University 2001 — 2005
Finance
J.P. Morgan January 2014 - Present
J.P. Morgan July 2011 - January 2014
J.P. Morgan June 2008 - July 2011
Bear Stearns February 2006 - May 2008
Skills
Capital Markets, Derivatives, FX, Bloomberg, Fixed Income Products, Interest Rate..., Emerging Markets, Alternative Investments, Hedge Accounting, Interest Rate Risk..., FX Risk Management, Corporate Finance, Credit Derivatives, Structured Products, Equities, Equity Derivatives, Swaps, Investment Strategies, Hedging, FX Hedging, Options, Private Equity, Investments, FX Derivatives, Bonds, Macroeconomics
Education
McGill University 2001 — 2005
Finance
Kimberly Thoms's Bear Stearns Experience 2003 - 2008
Job Sr. Payroll Administrator at 21st Century Media Newspaper, LLC (Journal Register)
Industry Newspapers
Experience
21st Century Media Newspaper, LLC (Journal Register) 2010 - Present
Ricoh Americas Corporation 2009 - 2010
Bear Stearns 2003 - 2008
Interpay 2000 - 2003
Skills
ADP Payroll, Workday, Multi-State Sales Tax, PeopleSoft, Payroll, Microsoft Excel, Microsoft Word, Visio, Customer Service
Education
Dover Business College
Computerized Accounting
Mercer County Community College
A.A.S., Hotel, Restaurant Management
21st Century Media Newspaper, LLC (Journal Register) 2010 - Present
Ricoh Americas Corporation 2009 - 2010
Bear Stearns 2003 - 2008
Interpay 2000 - 2003
Skills
ADP Payroll, Workday, Multi-State Sales Tax, PeopleSoft, Payroll, Microsoft Excel, Microsoft Word, Visio, Customer Service
Education
Dover Business College
Computerized Accounting
Mercer County Community College
A.A.S., Hotel, Restaurant Management
Earl Young's Bear Stearns Experience 1978 - 2001
Job Business Professional
Industry Legal Services
Experience
LegalShield January 2012 - Present
Chastain Park Conservancy February 2009 - Present
Bear Stearns 1978 - 2001
Skills
Identity Theft, Identity Theft Shield, Employee Benefits, Insurance, CRM, Marketing, Small Business, Sales, Team Building, Corporate Law, Legal Assistance, Strategic Planning, Customer Service, Contract Negotiation, Leadership, Risk Management, Membership Relations
Education
Middle Tennessee State University
BS Economics
LegalShield January 2012 - Present
Chastain Park Conservancy February 2009 - Present
Bear Stearns 1978 - 2001
Skills
Identity Theft, Identity Theft Shield, Employee Benefits, Insurance, CRM, Marketing, Small Business, Sales, Team Building, Corporate Law, Legal Assistance, Strategic Planning, Customer Service, Contract Negotiation, Leadership, Risk Management, Membership Relations
Education
Middle Tennessee State University
BS Economics
Karen M. Veltri's Bear Stearns Experience January 1998 - January 2002
Job Revenue Officer at Internal Revenue Service
Industry Government Administration
Experience
Internal Revenue Service June 2009 - Present
BNY ConvergEx February 2008 - January 2009
B-Trade Services January 2002 - January 2008
Bear Stearns January 1998 - January 2002
Merrill Lynch March 1987 - June 1997
Skills
Bloomberg, Equities, Securities, Account Reconciliation, Series 7, Financial Analysis, Auditing, Microsoft Excel, Microsoft Office, Business Analysis, Budgets, Relationship Management, Tax Law, Financial Services
Education
Marymount Manhattan College
BS, Business Management, Finance and Investments
Berkeley College-New York
Associate's degree, Accounting
Internal Revenue Service June 2009 - Present
BNY ConvergEx February 2008 - January 2009
B-Trade Services January 2002 - January 2008
Bear Stearns January 1998 - January 2002
Merrill Lynch March 1987 - June 1997
Skills
Bloomberg, Equities, Securities, Account Reconciliation, Series 7, Financial Analysis, Auditing, Microsoft Excel, Microsoft Office, Business Analysis, Budgets, Relationship Management, Tax Law, Financial Services
Education
Marymount Manhattan College
BS, Business Management, Finance and Investments
Berkeley College-New York
Associate's degree, Accounting
Jim Davidowitz's Bear Stearns Experience 1985 - 2008
Job managing director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald May 2010 - Present
na 2009 - 2009
kensico capital June 2008 - December 2008
Bear Stearns 1985 - 2008
Skills
Hedge Funds, Risk Arbitrage, Series 7, Alternative Investments, Securities, Equity Trading, Equities, Equity Derivatives, Capital Markets
Education
Middlebury College 1981 — 1985
BA, Biology
Cantor Fitzgerald May 2010 - Present
na 2009 - 2009
kensico capital June 2008 - December 2008
Bear Stearns 1985 - 2008
Skills
Hedge Funds, Risk Arbitrage, Series 7, Alternative Investments, Securities, Equity Trading, Equities, Equity Derivatives, Capital Markets
Education
Middlebury College 1981 — 1985
BA, Biology
Joseph Civitano III's Bear Stearns Experience May 2002 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan Chase June 2008 - March 2009
Bear Stearns May 2002 - June 2008
Education
Mercy College 1997 — 2001
BS, International Business
JP Morgan Chase June 2008 - March 2009
Bear Stearns May 2002 - June 2008
Education
Mercy College 1997 — 2001
BS, International Business
Jon Rosen's Bear Stearns Experience June 2006 - August 2006
Job LA
Industry Entertainment
Experience
Interpret October 2010 - Present
tauCorp Films January 2013 - Present
Notorious George LLC January 2012 - January 2013
Benderspink September 2010 - April 2011
JBFCS May 2010 - June 2010
BGC Partners June 2008 - August 2009
Kings County District Attorneys Office June 2007 - August 2007
Bear Stearns June 2006 - August 2006
The Mentalizer Off-Broadway Show January 2005 - June 2005
Brookhaven National Laboratory June 2004 - August 2004
Skills
Microsoft Excel, Digital Media, Social Media, Social Media Marketing, Editing, Market Research, Program Management, SQL, Access, Data Analysis, Research, Analysis
Education
Massachusetts Institute of Technology 2005 — 2009
Interpret October 2010 - Present
tauCorp Films January 2013 - Present
Notorious George LLC January 2012 - January 2013
Benderspink September 2010 - April 2011
JBFCS May 2010 - June 2010
BGC Partners June 2008 - August 2009
Kings County District Attorneys Office June 2007 - August 2007
Bear Stearns June 2006 - August 2006
The Mentalizer Off-Broadway Show January 2005 - June 2005
Brookhaven National Laboratory June 2004 - August 2004
Skills
Microsoft Excel, Digital Media, Social Media, Social Media Marketing, Editing, Market Research, Program Management, SQL, Access, Data Analysis, Research, Analysis
Education
Massachusetts Institute of Technology 2005 — 2009
Michael Beerman's Bear Stearns Experience 1991 - 1996
Job Managing Member of Wing Lake Capital
Industry Financial Services
Experience
Eminence Capital January 1999 - December 2011
ESL Investments January 1996 - December 1997
Bear Stearns 1991 - 1996
Education
Michigan State University
Eminence Capital January 1999 - December 2011
ESL Investments January 1996 - December 1997
Bear Stearns 1991 - 1996
Education
Michigan State University
Paul Lieberman's Bear Stearns Experience 2003 - 2006
Job Founding Member, Quantitative Portfolio Manager at SPY Capital Management, LLC
Industry Financial Services
Experience
SPY Capital Management, LLC January 2014 - Present
Ramius Capital Group March 2012 - December 2013
Cowen and Company May 2010 - February 2012
Van der Moolen 2008 - 2009
BNP Paribas 2006 - 2008
Bear Stearns 2003 - 2006
Lehman Brothers 1997 - 2002
Skills
Options, Equities, Equity Derivatives, Fixed Income, Capital Markets, Trading Strategies, Electronic Trading, Proprietary Trading, Quantitative Investing, Trading Systems, Investments, Bloomberg, Volatility Arbitrage, Statistical Arbitrage, Volatility, Investment Strategies, Trading, Emerging Markets, Commodity, Financial Markets, Investment Banking, Credit Derivatives, Hedging, Arbitrage, Quantitative Analytics, Structured Products, Global Macro, Securities, Portfolio Management, Hedge Funds, Asset Management, Bonds, Investment Management, Derivatives, ETFs, Alternative Investments, R, C#, SQL, Python
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
The University of Chicago 1987 — 1991
AB, Public Policy
SPY Capital Management, LLC January 2014 - Present
Ramius Capital Group March 2012 - December 2013
Cowen and Company May 2010 - February 2012
Van der Moolen 2008 - 2009
BNP Paribas 2006 - 2008
Bear Stearns 2003 - 2006
Lehman Brothers 1997 - 2002
Skills
Options, Equities, Equity Derivatives, Fixed Income, Capital Markets, Trading Strategies, Electronic Trading, Proprietary Trading, Quantitative Investing, Trading Systems, Investments, Bloomberg, Volatility Arbitrage, Statistical Arbitrage, Volatility, Investment Strategies, Trading, Emerging Markets, Commodity, Financial Markets, Investment Banking, Credit Derivatives, Hedging, Arbitrage, Quantitative Analytics, Structured Products, Global Macro, Securities, Portfolio Management, Hedge Funds, Asset Management, Bonds, Investment Management, Derivatives, ETFs, Alternative Investments, R, C#, SQL, Python
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
The University of Chicago 1987 — 1991
AB, Public Policy
Randall Posejpal's Bear Stearns Experience 2006 - 2008
Job Founding Principal and Chief Investment Officer at Azure Peak Advisors
Industry Investment Management
Experience
Azure Peak Advisors 2015 - Present
Whiteside Energy 2013 - 2014
Cirrus Capital Management LLC 2008 - 2013
Bear Stearns 2006 - 2008
Calpine 2000 - 2006
Enron 1997 - 2000
Skills
Natural Gas, Trading, Derivatives, Options, Financial Modeling, Hedging, Commodity Markets, Valuation, Commodity, Hedge Funds, Asset Management, Due Diligence, Risk Management, Energy, Portfolio Management, Mergers & Acquisitions, Management, Equities, Financial Analysis, Energy Markets, Investments, Renewable Energy
Education
The University of Chicago 1995 — 1997
MBA
Miami University 1986 — 1990
BS, Finance/Economics
Azure Peak Advisors 2015 - Present
Whiteside Energy 2013 - 2014
Cirrus Capital Management LLC 2008 - 2013
Bear Stearns 2006 - 2008
Calpine 2000 - 2006
Enron 1997 - 2000
Skills
Natural Gas, Trading, Derivatives, Options, Financial Modeling, Hedging, Commodity Markets, Valuation, Commodity, Hedge Funds, Asset Management, Due Diligence, Risk Management, Energy, Portfolio Management, Mergers & Acquisitions, Management, Equities, Financial Analysis, Energy Markets, Investments, Renewable Energy
Education
The University of Chicago 1995 — 1997
MBA
Miami University 1986 — 1990
BS, Finance/Economics
Stephanie Del Valle's Bear Stearns Experience 2006 - 2007
Job Life Coach at Personal Journeys
Industry Health, Wellness and Fitness
Experience
Personal Journeys TeacherNew York City Department of Education2007 - Present
NYC Teaching Fellows 2007 - 2009
Bear Stearns 2006 - 2007
U.S.Open 2002 - 2004
Education
Mercy College
Personal Journeys TeacherNew York City Department of Education2007 - Present
NYC Teaching Fellows 2007 - 2009
Bear Stearns 2006 - 2007
U.S.Open 2002 - 2004
Education
Mercy College
William Stites, CFA's Bear Stearns Experience 2007 - 2008
Job Partner at KilterHowling LLC
Industry Financial Services
Experience
KilterHowling LLC January 2014 - Present
Frontier Asset Management December 2011 - December 2013
Commonwealth Bank of Australia June 2010 - July 2011
JP Morgan 2008 - 2009
Bear Stearns 2007 - 2008
BNP Paribas 2003 - 2007
Zurich Capital Markets 2001 - 2003
Education
Miami University 1992 — 1996
BA, Finance
KilterHowling LLC January 2014 - Present
Frontier Asset Management December 2011 - December 2013
Commonwealth Bank of Australia June 2010 - July 2011
JP Morgan 2008 - 2009
Bear Stearns 2007 - 2008
BNP Paribas 2003 - 2007
Zurich Capital Markets 2001 - 2003
Education
Miami University 1992 — 1996
BA, Finance
Aaron Prince's Bear Stearns Experience 1992 - 1994
Job Senior Product Specialist at DoubleLine Capital
Industry Investment Management
Experience
DoubleLine Capital 2012 - Present
Western Asset Management 2007 - 2011
AFL-CIO Housing Investment Trust 1996 - 2007
CS First Boston 1994 - 1995
Bear Stearns 1992 - 1994
Boston Redevelopment Authority 1986 - 1992
Education
MIT Sloan School of Management
MBA, Finance
University of Pennsylvania
BA, International Relations
DoubleLine Capital 2012 - Present
Western Asset Management 2007 - 2011
AFL-CIO Housing Investment Trust 1996 - 2007
CS First Boston 1994 - 1995
Bear Stearns 1992 - 1994
Boston Redevelopment Authority 1986 - 1992
Education
MIT Sloan School of Management
MBA, Finance
University of Pennsylvania
BA, International Relations
Desiree Isaacman's Bear Stearns Experience October 1996 - October 2001
Job Administrative Assistant at Deloitte
Industry Management Consulting
Experience
Deloitte Administrative AssistantDeloitte Financial Advisory Services LLP2002 - Present
Deloitte Financial Advisory Services LLP 2002 - 2010
Deloitte Financial Advisory Services LLP 2002 - 2009
Bear Stearns October 1996 - October 2001
Skills
Internal Controls, Due Diligence, Internal Audit, Financial Analysis
Education
Marist College 1980 — 1984
Bachelor's Degree, Marketing
Deloitte Administrative AssistantDeloitte Financial Advisory Services LLP2002 - Present
Deloitte Financial Advisory Services LLP 2002 - 2010
Deloitte Financial Advisory Services LLP 2002 - 2009
Bear Stearns October 1996 - October 2001
Skills
Internal Controls, Due Diligence, Internal Audit, Financial Analysis
Education
Marist College 1980 — 1984
Bachelor's Degree, Marketing
gilbert pagunuran's Bear Stearns Experience January 1999 - August 2003
Job Technical Analyst @ TIAACREF
Industry Information Technology and Services
Experience
Accrue Partners July 2011 - Present
Duke Energy July 2008 - August 2010
TIAA-CREF August 2006 - July 2008
Bear Stearns January 1999 - August 2003
Education
Mapua Institute of Technology
BS Comp Eng'g.
Accrue Partners July 2011 - Present
Duke Energy July 2008 - August 2010
TIAA-CREF August 2006 - July 2008
Bear Stearns January 1999 - August 2003
Education
Mapua Institute of Technology
BS Comp Eng'g.
Dino Buturovic's Bear Stearns Experience 1996 - 2005
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2009 - Present
Goldman Sachs 2005 - 2008
Bear Stearns 1996 - 2005
Skills
Fixed Income, Trading, Derivatives, FX Options, Structured Products, Quantitative Investing, Equity Derivatives, Trading Systems, Credit Derivatives, Electronic Trading, Financial Structuring, Risk Management, Hedge Funds, Equities, Quantitative Finance, Capital Markets, Options, Investment Banking
Education
Massachusetts Institute of Technology
Ph.D., Theoretical Physics
Credit Suisse 2009 - Present
Goldman Sachs 2005 - 2008
Bear Stearns 1996 - 2005
Skills
Fixed Income, Trading, Derivatives, FX Options, Structured Products, Quantitative Investing, Equity Derivatives, Trading Systems, Credit Derivatives, Electronic Trading, Financial Structuring, Risk Management, Hedge Funds, Equities, Quantitative Finance, Capital Markets, Options, Investment Banking
Education
Massachusetts Institute of Technology
Ph.D., Theoretical Physics
Perettie, Donald's Bear Stearns Experience January 2000 - June 2004
Job
Industry Banking
Experience
X-Lubes Incorporated January 2002 - December 2010
Bear Stearns January 2000 - June 2004
Helios Group September 1992 - January 2000
Skills
Investment Banking, Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Equities, Trading, Corporate Finance, Alternative Investments, Financial Markets, Asset Management, Investments, Mergers & Acquisitions, Commodity, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Management, Risk Management, Strategic Planning, Options, Securities
Education
Michigan State University - The Eli Broad College of Business 1990 — 1992
MBA, Finance
Northern Michigan University 1986 — 1990
BS, Accounting
X-Lubes Incorporated January 2002 - December 2010
Bear Stearns January 2000 - June 2004
Helios Group September 1992 - January 2000
Skills
Investment Banking, Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Equities, Trading, Corporate Finance, Alternative Investments, Financial Markets, Asset Management, Investments, Mergers & Acquisitions, Commodity, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Management, Risk Management, Strategic Planning, Options, Securities
Education
Michigan State University - The Eli Broad College of Business 1990 — 1992
MBA, Finance
Northern Michigan University 1986 — 1990
BS, Accounting
Victoria Belin's Bear Stearns Experience 1999 - 2000
Job Lead Software Engineer at Chord Asset Management
Industry
Experience
Chord Asset Management 2014 - Present
Millennium Partners April 2002 - August 2014
Phone Free 2000 - 2001
Bear Stearns 1999 - 2000
D.E. Shaw 1996 - 1998
Skills
Trading Systems, Electronic Trading, Core Java, Swing, Jide, Market Data, Distributed Systems, Multithreading, Unix, Trading, Sybase, Low Latency, Options, Java, Fixed Income, Hedge Funds, Equity Trading, Equities, Derivatives, FX Options, Equity Derivatives, Management
Education
McGill University 1992 — 1996
B.S., Computer Science
119th
Chord Asset Management 2014 - Present
Millennium Partners April 2002 - August 2014
Phone Free 2000 - 2001
Bear Stearns 1999 - 2000
D.E. Shaw 1996 - 1998
Skills
Trading Systems, Electronic Trading, Core Java, Swing, Jide, Market Data, Distributed Systems, Multithreading, Unix, Trading, Sybase, Low Latency, Options, Java, Fixed Income, Hedge Funds, Equity Trading, Equities, Derivatives, FX Options, Equity Derivatives, Management
Education
McGill University 1992 — 1996
B.S., Computer Science
119th
J.P. Coviello's Bear Stearns Experience September 2007 - June 2008
Job Trader at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management September 2013 - Present
Macquarie Capital April 2010 - July 2013
Bank of America August 2008 - January 2009
Bear Stearns September 2007 - June 2008
Bear Stearns June 2006 - September 2007
Skills
Bloomberg, Fixed Income, FX Options, FX Derivatives
Education
Middlebury College 2002 — 2006
BA, International Politics and Economics
Moore Capital Management September 2013 - Present
Macquarie Capital April 2010 - July 2013
Bank of America August 2008 - January 2009
Bear Stearns September 2007 - June 2008
Bear Stearns June 2006 - September 2007
Skills
Bloomberg, Fixed Income, FX Options, FX Derivatives
Education
Middlebury College 2002 — 2006
BA, International Politics and Economics
Wayne Ten Cate's Bear Stearns Experience 2006 - 2010
Job Associate Engineer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2008 - Present
Bear Stearns 2006 - 2010
Hip Health Plans July 2000 - September 2005
Morgan Stanley Smith Barney February 1999 - August 2000
Bankers Trust March 1994 - September 1999
Federal Home Loan Bank of New York January 1991 - March 1994
Air France January 1984 - March 1989
Skills
Vendor Management, Risk Management, Disaster Recovery, Trading Systems, SDLC, Process Improvement, Visio, ITIL, Project Management, Data Center, Business Analysis, SharePoint, Electronic Trading, Fixed Income, IT Management, Program Management, Telecommunications, Equities, Integration, Troubleshooting
Education
University of Pennsylvania 1978 — 1982
BA, Communications, German
Ludwig-Maximilians Universität München 1980 — 1981
1 year study abroad, German Studies
JPMorgan Chase May 2008 - Present
Bear Stearns 2006 - 2010
Hip Health Plans July 2000 - September 2005
Morgan Stanley Smith Barney February 1999 - August 2000
Bankers Trust March 1994 - September 1999
Federal Home Loan Bank of New York January 1991 - March 1994
Air France January 1984 - March 1989
Skills
Vendor Management, Risk Management, Disaster Recovery, Trading Systems, SDLC, Process Improvement, Visio, ITIL, Project Management, Data Center, Business Analysis, SharePoint, Electronic Trading, Fixed Income, IT Management, Program Management, Telecommunications, Equities, Integration, Troubleshooting
Education
University of Pennsylvania 1978 — 1982
BA, Communications, German
Ludwig-Maximilians Universität München 1980 — 1981
1 year study abroad, German Studies
Elizabeth Holden's Bear Stearns Experience 1986 - 1989
Job CFO at North Line Search Partners, LLC
Industry Financial Services
Experience
North Line Search Partners, LLC May 2010 - Present
Genworth Financial Advisors Corp. July 2003 - April 2011
Dresdner Kleinwort Wasserstein 1995 - 2001
Bank Brussels Lambert 1993 - 1995
Westpac 1991 - 1993
Security Pacific Bank 1989 - 1991
Bear Stearns 1986 - 1989
Gould Electronics 1979 - 1986
Education
Michigan State University 1975 — 1979
BA, International Relations/Business Law
North Line Search Partners, LLC May 2010 - Present
Genworth Financial Advisors Corp. July 2003 - April 2011
Dresdner Kleinwort Wasserstein 1995 - 2001
Bank Brussels Lambert 1993 - 1995
Westpac 1991 - 1993
Security Pacific Bank 1989 - 1991
Bear Stearns 1986 - 1989
Gould Electronics 1979 - 1986
Education
Michigan State University 1975 — 1979
BA, International Relations/Business Law
Chris Ruggiero's Bear Stearns Experience 2005 - 2006
Job Producer at TruMid Financial
Industry Financial Services
Experience
TruMid Financial December 2014 - Present
Goldman Sachs September 2010 - October 2014
The Blackstone Group January 2010 - July 2010
Bear Stearns 2005 - 2006
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Hedge Funds, Private Equity, Capital Markets, Fixed Income, Equities, Due Diligence, Derivatives, Data Analysis, Financial Analysis, Alternative Investments, Mergers & Acquisitions, Analytics, Matlab, SAS, Economics
Education
Massachusetts Institute of Technology 2007 — 2009
MS, Mechanical Engineering
Massachusetts Institute of Technology 2003 — 2007
BS, Mechanical Engineering
TruMid Financial December 2014 - Present
Goldman Sachs September 2010 - October 2014
The Blackstone Group January 2010 - July 2010
Bear Stearns 2005 - 2006
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Hedge Funds, Private Equity, Capital Markets, Fixed Income, Equities, Due Diligence, Derivatives, Data Analysis, Financial Analysis, Alternative Investments, Mergers & Acquisitions, Analytics, Matlab, SAS, Economics
Education
Massachusetts Institute of Technology 2007 — 2009
MS, Mechanical Engineering
Massachusetts Institute of Technology 2003 — 2007
BS, Mechanical Engineering
Michael Bachenheimer's Bear Stearns Experience 2002 - 2007
Job Director at Realty Finance Trust
Industry Banking
Experience
Realty Finance Trust February 2014 - Present
Latitude Management Real Estate Investors October 2010 - February 2014
OneWest Bank May 2010 - October 2010
JRK Residential 2008 - 2009
Bear Stearns 2002 - 2007
Cushman & Wakefield 2000 - 2002
Price Waterhouse Coopers 1999 - 2000
Ernst & Young 1998 - 1999
Skills
Real Estate Development, Valuation, Commercial Mortgages, Appraisals, Loans, Asset Managment, Asset Management, Underwriting, Loan Origination, Real Estate Economics, Loan Modifications, Property Management, Due Diligence, Disposition, Dispositions
Education
Michigan State University 1994 — 1998
Bachelor of Arts, Business
Realty Finance Trust February 2014 - Present
Latitude Management Real Estate Investors October 2010 - February 2014
OneWest Bank May 2010 - October 2010
JRK Residential 2008 - 2009
Bear Stearns 2002 - 2007
Cushman & Wakefield 2000 - 2002
Price Waterhouse Coopers 1999 - 2000
Ernst & Young 1998 - 1999
Skills
Real Estate Development, Valuation, Commercial Mortgages, Appraisals, Loans, Asset Managment, Asset Management, Underwriting, Loan Origination, Real Estate Economics, Loan Modifications, Property Management, Due Diligence, Disposition, Dispositions
Education
Michigan State University 1994 — 1998
Bachelor of Arts, Business
Kathleen Carmody's Bear Stearns Experience 2003 - 2008
Job Supervisory Analyst, Options Principal
Industry Financial Services
Experience
J.P. Morgan 2008 - Present
Bear Stearns 2003 - 2008
Bank of America 2000 - 2003
Montgomery Securities 1998 - 2000
Salomon Brothers 1993 - 1998
Education
Massachusetts Institute of Technology 1982 — 1987
BS, Finance
J.P. Morgan 2008 - Present
Bear Stearns 2003 - 2008
Bank of America 2000 - 2003
Montgomery Securities 1998 - 2000
Salomon Brothers 1993 - 1998
Education
Massachusetts Institute of Technology 1982 — 1987
BS, Finance
Nancy Nakovick's Bear Stearns Experience April 1997 - April 2000
Job Executive Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. June 2012 - April 2013
Self Employed June 2011 - June 2012
SEI Investments March 2010 - June 2011
BTIG March 2009 - September 2009
Citigroup November 2006 - January 2009
Citigroup January 2003 - January 2009
citigroup April 2000 - January 2003
Bear Stearns April 1997 - April 2000
Societe Generale April 1996 - April 1997
Goldman Sachs April 1994 - April 1996
Skills
Global Tactical Asset..., Equity Derivatives, Fixed Income, fixed income derivatives, liability driven..., Equities, Alternative Investments, strategic asset..., program trading, transition management, Private Equity, Equity Trading, Equity Capital Markets, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies, equity portfolio..., equity portfolio..., Hedge Funds, Fund Of Funds, equity quantitative..., equity quantitative..., fixed income derivative..., client portfolio..., investment business..., Program Trading, Trading, Investment Banking, Capital Markets, Hedging, Prime Brokerage, Transition Management, Asset Allocation, Derivatives, Portfolio Management, Asset Management, Investments, Investment Strategies, Investment Management
Education
MIT
Master's degree, Mechanical Engineering and Math
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Accounting and Finance
Oppenheimer & Co. June 2012 - April 2013
Self Employed June 2011 - June 2012
SEI Investments March 2010 - June 2011
BTIG March 2009 - September 2009
Citigroup November 2006 - January 2009
Citigroup January 2003 - January 2009
citigroup April 2000 - January 2003
Bear Stearns April 1997 - April 2000
Societe Generale April 1996 - April 1997
Goldman Sachs April 1994 - April 1996
Skills
Global Tactical Asset..., Equity Derivatives, Fixed Income, fixed income derivatives, liability driven..., Equities, Alternative Investments, strategic asset..., program trading, transition management, Private Equity, Equity Trading, Equity Capital Markets, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies, equity portfolio..., equity portfolio..., Hedge Funds, Fund Of Funds, equity quantitative..., equity quantitative..., fixed income derivative..., client portfolio..., investment business..., Program Trading, Trading, Investment Banking, Capital Markets, Hedging, Prime Brokerage, Transition Management, Asset Allocation, Derivatives, Portfolio Management, Asset Management, Investments, Investment Strategies, Investment Management
Education
MIT
Master's degree, Mechanical Engineering and Math
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Accounting and Finance
David Chasman's Bear Stearns Experience June 1996 - October 1998
Job Director, Quantitative Risk Management at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation December 2013 - Present
DTCC May 2012 - December 2013
KD Resources September 2009 - April 2012
J.P. Morgan February 2007 - August 2008
Amaranth Advisors September 2004 - December 2006
Sempra Energy Trading November 1998 - August 2004
Bear Stearns June 1996 - October 1998
Skills
Risk Management, Options, Trading Systems, Derivatives, Hedge Funds, Commodity, Financial Modeling, Valuation, Fixed Income, Capital Markets, Financial Markets, Project Management, Management, Financial Risk, Energy, Financial Analysis
Education
Massachusetts Institute of Technology
PhD, Chemistry
The University of Chicago
BS, Chemistry, Applied Mathematics
The Depository Trust & Clearing Corporation December 2013 - Present
DTCC May 2012 - December 2013
KD Resources September 2009 - April 2012
J.P. Morgan February 2007 - August 2008
Amaranth Advisors September 2004 - December 2006
Sempra Energy Trading November 1998 - August 2004
Bear Stearns June 1996 - October 1998
Skills
Risk Management, Options, Trading Systems, Derivatives, Hedge Funds, Commodity, Financial Modeling, Valuation, Fixed Income, Capital Markets, Financial Markets, Project Management, Management, Financial Risk, Energy, Financial Analysis
Education
Massachusetts Institute of Technology
PhD, Chemistry
The University of Chicago
BS, Chemistry, Applied Mathematics
Ian Bogdanich's Bear Stearns Experience March 2008 - March 2008
Job Associate, JP Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan October 2011 - September 2015
J.P. Morgan March 2008 - October 2011
Bear Stearns March 2008 - March 2008
Skills
Series 63, Series 7, Series 55, Bloomberg, FINRA, Fixed Income, Equity Trading, Hedge Funds, Equities, Prime Brokerage, Securities, Equity Research
Education
Marist College 2003 — 2007
Bachelor's, Political Science, Business
Chaminade High School 1999 — 2003
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan October 2011 - September 2015
J.P. Morgan March 2008 - October 2011
Bear Stearns March 2008 - March 2008
Skills
Series 63, Series 7, Series 55, Bloomberg, FINRA, Fixed Income, Equity Trading, Hedge Funds, Equities, Prime Brokerage, Securities, Equity Research
Education
Marist College 2003 — 2007
Bachelor's, Political Science, Business
Chaminade High School 1999 — 2003
James Chupick's Bear Stearns Experience September 2002 - July 2005
Job Director at Tradeweb
Industry Financial Services
Experience
Tradeweb August 2005 - Present
Bear Stearns September 2002 - July 2005
Unplugin January 1999 - March 2002
Datek Online September 1996 - December 1998
Thomson Reuters April 1994 - August 1996
Sound on Sound Recording Studios April 1991 - March 1994
Skills
Perl, IT Management, Electronic Trading, SQL, Software Development, Windows, C++, Java, Linux, Restaurant Management, Professional Audio
Education
Manhattan College 1992 — 1994
Master of Science (MS), Computer Engineering
Ithaca College
Bachelor of Arts (BA), Physics/Microcomputing
Tradeweb August 2005 - Present
Bear Stearns September 2002 - July 2005
Unplugin January 1999 - March 2002
Datek Online September 1996 - December 1998
Thomson Reuters April 1994 - August 1996
Sound on Sound Recording Studios April 1991 - March 1994
Skills
Perl, IT Management, Electronic Trading, SQL, Software Development, Windows, C++, Java, Linux, Restaurant Management, Professional Audio
Education
Manhattan College 1992 — 1994
Master of Science (MS), Computer Engineering
Ithaca College
Bachelor of Arts (BA), Physics/Microcomputing
Palhegyi Richard's Bear Stearns Experience June 1993 - March 2001
Job Sr. VP at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 2007 - Present
Bank of America June 2001 - November 2007
Bear Stearns June 1993 - March 2001
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Variable Annuities
Education
St Thomas Aquinas, Ft Lauderdale,Fl 1979 — 1983
Middle Tennessee State University
Wells Fargo Bank November 2007 - Present
Bank of America June 2001 - November 2007
Bear Stearns June 1993 - March 2001
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Variable Annuities
Education
St Thomas Aquinas, Ft Lauderdale,Fl 1979 — 1983
Middle Tennessee State University
Joseph Mooney's Bear Stearns Experience September 2004 - March 2006
Job Electronic Trading Sales at UBS Securities Co., Ltd
Industry Financial Services
Experience
UBS Securities Co., Ltd August 2015 - Present
RBS Markets & International Banking August 2012 - August 2015
Morgan Stanley 2006 - August 2012
Bear Stearns September 2004 - March 2006
Skills
Sales, Equities, Hedge Funds, Trading, Electronic Trading, Derivatives, Prime Brokerage, Bloomberg, Equity Derivatives, Fixed Income, Options, Trading Systems, Investment Banking, Financial Markets
Education
Lynchburg College 1988 — 1992
Bachelor of Arts (BA), History
UBS Securities Co., Ltd August 2015 - Present
RBS Markets & International Banking August 2012 - August 2015
Morgan Stanley 2006 - August 2012
Bear Stearns September 2004 - March 2006
Skills
Sales, Equities, Hedge Funds, Trading, Electronic Trading, Derivatives, Prime Brokerage, Bloomberg, Equity Derivatives, Fixed Income, Options, Trading Systems, Investment Banking, Financial Markets
Education
Lynchburg College 1988 — 1992
Bachelor of Arts (BA), History
Paul Daily's Bear Stearns Experience 1985 - 1993
Job Senior Consultant and Internal Audit Professional
Industry Financial Services
Experience
Nomura Securities July 2012 - Present
Daiwa Capital Markets America 2003 - 2012
CSFB 1998 - 2003
CSFB/DLJ 1998 - 2003
Lehman Brothers 1993 - 1998
Bear Stearns 1985 - 1993
Skills
Hedge Funds, Operational Risk, Internal Audit, Securities, Governance, Project Management, Risk Management, Derivatives, AML, Series 7, Financial Services, FINRA, Banking, Mergers & Acquisitions, Enterprise Risk..., Investment Banking, Sarbanes-Oxley Act, Capital Markets, Financial Risk, Fixed Income, Alternative Investments, Internal Controls, Asset Management, Finance, Equities, Portfolio Management, Management
Education
Manhattan College
Bachelor of Science, Accounting Major
Nomura Securities July 2012 - Present
Daiwa Capital Markets America 2003 - 2012
CSFB 1998 - 2003
CSFB/DLJ 1998 - 2003
Lehman Brothers 1993 - 1998
Bear Stearns 1985 - 1993
Skills
Hedge Funds, Operational Risk, Internal Audit, Securities, Governance, Project Management, Risk Management, Derivatives, AML, Series 7, Financial Services, FINRA, Banking, Mergers & Acquisitions, Enterprise Risk..., Investment Banking, Sarbanes-Oxley Act, Capital Markets, Financial Risk, Fixed Income, Alternative Investments, Internal Controls, Asset Management, Finance, Equities, Portfolio Management, Management
Education
Manhattan College
Bachelor of Science, Accounting Major
Peter Fahy's Bear Stearns Experience May 1999 - June 2005
Job Account Management Leader / Client Services / Operations
Industry Financial Services
Experience
American Portfolios November 2012 - Present
Broadridge July 2007 - January 2013
Computer Harbor April 2005 - July 2007
Bear Stearns May 1999 - June 2005
U.S. Clearing Corp. July 1993 - May 1999
IECA 1991 - 1992
Skills
Equities, Series 7, Financial Services, Securities, Relationship Management, Fixed Income
Education
Manhattan College 1994 — 1996
Master of Business Administration (MBA)
Villanova University 1984 — 1988
Bachelor's degree, History
American Portfolios November 2012 - Present
Broadridge July 2007 - January 2013
Computer Harbor April 2005 - July 2007
Bear Stearns May 1999 - June 2005
U.S. Clearing Corp. July 1993 - May 1999
IECA 1991 - 1992
Skills
Equities, Series 7, Financial Services, Securities, Relationship Management, Fixed Income
Education
Manhattan College 1994 — 1996
Master of Business Administration (MBA)
Villanova University 1984 — 1988
Bachelor's degree, History
Kieran Lynch's Bear Stearns Experience June 1990 - September 1994
Job Managing Director, GCS, BNY MELLON.
Industry Banking
Experience
BNY Mellon September 2013 - Present
UBS Investment Bank October 1994 - June 2013
Bear Stearns. June 1990 - September 1994
Skills
Equities, Investments, Portfolio Management, Fixed Income, Banking, Series 7, Derivatives, Mutual Funds, Capital Markets, Risk Management
Education
Manhattan College 1986 — 1990
Bachelor's Degree, Finance, General
BNY Mellon September 2013 - Present
UBS Investment Bank October 1994 - June 2013
Bear Stearns. June 1990 - September 1994
Skills
Equities, Investments, Portfolio Management, Fixed Income, Banking, Series 7, Derivatives, Mutual Funds, Capital Markets, Risk Management
Education
Manhattan College 1986 — 1990
Bachelor's Degree, Finance, General
john meeth's Bear Stearns Experience September 1986 - March 2001
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 2012 - 2013
Morgan Joseph TriArtisan LLC September 2007 - October 2011
WR Hambrecht + Co November 2005 - September 2007
Fulcrum Global Partners April 2001 - October 2005
bear stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
Bachelor of Arts (BA), Economics
Morgan Stanley 2012 - 2013
Morgan Joseph TriArtisan LLC September 2007 - October 2011
WR Hambrecht + Co November 2005 - September 2007
Fulcrum Global Partners April 2001 - October 2005
bear stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
Bachelor of Arts (BA), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS