Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
Bear Stearns List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bear Stearns. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bear Stearns Salaries. You can even request information on how much does Bear Stearns pay if you want to. Learn about salaries, pros and cons of working for Bear Stearns directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,021 Bear Stearns employees in database. Find out everything there's to know about Bear Stearns employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bear Stearns Employees
Employee
Years
Job
Industry
Jeffrey Chertoff Jeffrey Chertoff's Bear Stearns Experience 1981 - 1995
Job Board Director and Private Investor
Industry Financial Services
Experience
Board of Directors October 2011 - Present
Bonds.com February 2010 - September 2011
StoneCastle Partners 2007 - 2010
LaBranche 2005 - 2006
Cantor Fitzgerald/eSpeed 2002 - 2004
Daiwa Securities 1998 - 2002
Salomon Brothers 1995 - 1998
Bear Stearns 1981 - 1995
PriceWaterhouse Coopers 1976 - 1981
Skills
Investment Banking, Asset Management, Fixed Income, IPO, Investor Relations, Financial Markets, Capital Markets, Equities, Due Diligence, Cash Management, Mergers, Investments, Risk Management, Treasury Management, Financial Analysis, Restructuring, Executive Management, Financial Management, Corporate Development, Acquisition Integration, Derivatives, SOX, Business Valuation, Financial Reporting, SEC reporting, Financial Control, Enterprise Risk..., Compliance, Corporate Governance, Sarbanes-Oxley Act, Managerial Finance, Asset Managment, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Financial Services, SEC filings, Private Equity, Valuation, Hedge Funds, Corporate Finance, Securities, Entrepreneurship, Alternative Investments, Banking, Credit, Financial Risk, Structured Finance, Auditing, Emerging Markets
Education
Baruch College, City University of New York (CUNY) 1972 — 1976
BBA
Board of Directors October 2011 - Present
Bonds.com February 2010 - September 2011
StoneCastle Partners 2007 - 2010
LaBranche 2005 - 2006
Cantor Fitzgerald/eSpeed 2002 - 2004
Daiwa Securities 1998 - 2002
Salomon Brothers 1995 - 1998
Bear Stearns 1981 - 1995
PriceWaterhouse Coopers 1976 - 1981
Skills
Investment Banking, Asset Management, Fixed Income, IPO, Investor Relations, Financial Markets, Capital Markets, Equities, Due Diligence, Cash Management, Mergers, Investments, Risk Management, Treasury Management, Financial Analysis, Restructuring, Executive Management, Financial Management, Corporate Development, Acquisition Integration, Derivatives, SOX, Business Valuation, Financial Reporting, SEC reporting, Financial Control, Enterprise Risk..., Compliance, Corporate Governance, Sarbanes-Oxley Act, Managerial Finance, Asset Managment, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Financial Services, SEC filings, Private Equity, Valuation, Hedge Funds, Corporate Finance, Securities, Entrepreneurship, Alternative Investments, Banking, Credit, Financial Risk, Structured Finance, Auditing, Emerging Markets
Education
Baruch College, City University of New York (CUNY) 1972 — 1976
BBA
Gregory Waldvogel Gregory Waldvogel's Bear Stearns Experience June 2006 - August 2006
Job KPMG Advisory
Industry Banking
Experience
KPMG October 2014 - Present
KPMG June 2013 - September 2014
HSBC July 2011 - May 2013
New York County District Attorney's Office September 2007 - July 2011
Bear Stearns June 2006 - August 2006
Skills
Risk Management, Fraud, OFAC, AML, Securities, Bank Secrecy Act, KYC, Private Investigations, Investigation, USA PATRIOT Act, Equities, Financial Risk, Due Diligence, Financial Analysis, Anti Money Laundering, Internal Controls, Sanction, Financial Regulation, Anti-corruption, Finance, Forensic Analysis, Risk Assessment, Internal Audit, Derivatives, Fraud Detection, FCPA, Internal Investigations
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Macaulay Honors College, CUNY 2003 — 2007
Bachelor, Business Administration; Finance and Investments; Studies
Universite Jean Moulin Lyon
Diploma; Areas of, European Economics, International Law and Business Agreements
KPMG October 2014 - Present
KPMG June 2013 - September 2014
HSBC July 2011 - May 2013
New York County District Attorney's Office September 2007 - July 2011
Bear Stearns June 2006 - August 2006
Skills
Risk Management, Fraud, OFAC, AML, Securities, Bank Secrecy Act, KYC, Private Investigations, Investigation, USA PATRIOT Act, Equities, Financial Risk, Due Diligence, Financial Analysis, Anti Money Laundering, Internal Controls, Sanction, Financial Regulation, Anti-corruption, Finance, Forensic Analysis, Risk Assessment, Internal Audit, Derivatives, Fraud Detection, FCPA, Internal Investigations
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Macaulay Honors College, CUNY 2003 — 2007
Bachelor, Business Administration; Finance and Investments; Studies
Universite Jean Moulin Lyon
Diploma; Areas of, European Economics, International Law and Business Agreements
Joseph Liang Joseph Liang's Bear Stearns Experience 2004 - 2008
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2008 - Present
Bear Stearns 2004 - 2008
Credit Suisse 2002 - 2004
Bear Stearns 1998 - 2002
Skills
Prime Brokerage, Collateral Management, Hedge Funds, Middle Office, Equities, Fixed Income, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, FINRA, Strategy, Portfolio Management
Education
New York Institute of Finance 1999 — 2001
Margin Credit Regulation, Options Margin, Merges and Acquisitions, Derivatives
Baruch College 1990 — 1995
BBA in Finance and Investment, Honor: Cum Laude
J.P. Morgan 2008 - Present
Bear Stearns 2004 - 2008
Credit Suisse 2002 - 2004
Bear Stearns 1998 - 2002
Skills
Prime Brokerage, Collateral Management, Hedge Funds, Middle Office, Equities, Fixed Income, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, FINRA, Strategy, Portfolio Management
Education
New York Institute of Finance 1999 — 2001
Margin Credit Regulation, Options Margin, Merges and Acquisitions, Derivatives
Baruch College 1990 — 1995
BBA in Finance and Investment, Honor: Cum Laude
Olivia Cory Olivia Cory's Bear Stearns Experience July 2007 - May 2008
Job PostBacc Student at Hunter College
Industry Financial Services
Experience
Hunter College August 2014 - Present
Mount Sinai Beth Israel 2014 - 2015
FBR July 2014 - August 2014
FBR March 2013 - June 2014
Stifel Nicolaus February 2010 - February 2013
Bloomberg for Mayor 2009 July 2009 - November 2009
J.P. Morgan June 2008 - June 2009
Bear Stearns July 2007 - May 2008
Education
Barnard College 2004 — 2007
Bachelor's degree, Economics
Bronx Science 1999 — 2003
Hunter College August 2014 - Present
Mount Sinai Beth Israel 2014 - 2015
FBR July 2014 - August 2014
FBR March 2013 - June 2014
Stifel Nicolaus February 2010 - February 2013
Bloomberg for Mayor 2009 July 2009 - November 2009
J.P. Morgan June 2008 - June 2009
Bear Stearns July 2007 - May 2008
Education
Barnard College 2004 — 2007
Bachelor's degree, Economics
Bronx Science 1999 — 2003
Alan Li, CPA Alan Li, CPA's Bear Stearns Experience August 2007 - December 2007
Job Private Equity Fund Accounting
Industry Accounting
Experience
FLSV January 2014 - Present
Citigroup Private Equity December 2007 - December 2013
Bear Stearns August 2007 - December 2007
Grant Thornton May 2006 - August 2007
J.H. Cohn LLP October 2004 - April 2006
Jennison Associates February 2003 - September 2004
Skills
Private Equity, Financial service audit, Tax, Personal Financial..., Financial Reporting, SEC Financial Reporting, Hedge funds, Asset Management, Corporate Finance, Fixed Income, Venture Capital, SEC filings, Financial Services, Fund Accounting, US GAAP, Internal Controls, Financial Analysis, GAAP, Alternative Investments, Finance, Fund Of Funds, Fund Administration, Financial Statements, Financial Audits, Cash Flow, Account Reconciliation, External Audit, Consolidation, General Ledger, Investor Relations, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
FLSV January 2014 - Present
Citigroup Private Equity December 2007 - December 2013
Bear Stearns August 2007 - December 2007
Grant Thornton May 2006 - August 2007
J.H. Cohn LLP October 2004 - April 2006
Jennison Associates February 2003 - September 2004
Skills
Private Equity, Financial service audit, Tax, Personal Financial..., Financial Reporting, SEC Financial Reporting, Hedge funds, Asset Management, Corporate Finance, Fixed Income, Venture Capital, SEC filings, Financial Services, Fund Accounting, US GAAP, Internal Controls, Financial Analysis, GAAP, Alternative Investments, Finance, Fund Of Funds, Fund Administration, Financial Statements, Financial Audits, Cash Flow, Account Reconciliation, External Audit, Consolidation, General Ledger, Investor Relations, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
Angela Mondragon Angela Mondragon's Bear Stearns Experience June 2006 - August 2006
Job Production Assistant
Industry Apparel & Fashion
Experience
Kate Spade & Company March 2014 - June 2014
Eastman Footwear Group August 2013 - December 2013
Brooks Brothers April 2013 - July 2013
Brooks Brothers October 2012 - November 2012
R&M Richards January 2012 - October 2012
Banco Bilbao Vizcaya Argentaria March 2010 - July 2011
Magnum Photos September 2006 - June 2007
Bear Stearns June 2006 - August 2006
Skills
Spanish, Microsoft Excel, PowerPoint, Latin America, Research, Microsoft Word, Microsoft Office, Customer Service, Financial Analysis, Team Leadership, Teamwork, Photoshop, Analysis, Management, Fashion, Retail
Education
Fashion Institute of Technology 2011 — 2012
Merchandising, Merchandising
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA in Finance, Business Administration, Finance, Latin American Studies
State University of New York College of Agriculture and Technology at Morrisville 2000 — 2001
Business Administration and Management
Kate Spade & Company March 2014 - June 2014
Eastman Footwear Group August 2013 - December 2013
Brooks Brothers April 2013 - July 2013
Brooks Brothers October 2012 - November 2012
R&M Richards January 2012 - October 2012
Banco Bilbao Vizcaya Argentaria March 2010 - July 2011
Magnum Photos September 2006 - June 2007
Bear Stearns June 2006 - August 2006
Skills
Spanish, Microsoft Excel, PowerPoint, Latin America, Research, Microsoft Word, Microsoft Office, Customer Service, Financial Analysis, Team Leadership, Teamwork, Photoshop, Analysis, Management, Fashion, Retail
Education
Fashion Institute of Technology 2011 — 2012
Merchandising, Merchandising
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA in Finance, Business Administration, Finance, Latin American Studies
State University of New York College of Agriculture and Technology at Morrisville 2000 — 2001
Business Administration and Management
Joy Sy, CPA Joy Sy, CPA's Bear Stearns Experience 2005 - 2008
Job FASB Codification Project Management
Industry Financial Services
Experience
FASB September 2014 - Present
Scholastic Youth 1999 - Present
Ernst & Young September 2011 - August 2014
Ernst & Young July 2013 - June 2014
PineBridge Investments (AIG spin-off) 2009 - 2011
Bear Stearns 2005 - 2008
Deloitte & Touche 2002 - 2005
Skills
Financial Forecasting, PMO, Management, Essbase, Series 7, Financial Reporting, US GAAP, Bloomberg, Corporate Finance, Portfolio Management, Financial Analysis, Finance, Fixed Income, Valuation, Financial Modeling, Financial Services, Hedge Funds, Alternative Investments, Sarbanes-Oxley Act, Private Equity, Business Process..., Forecasting, Risk Management
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting
Zicklin School of Business - Baruch College
Magna Cum-Laude, BBA, Accountancy
FASB September 2014 - Present
Scholastic Youth 1999 - Present
Ernst & Young September 2011 - August 2014
Ernst & Young July 2013 - June 2014
PineBridge Investments (AIG spin-off) 2009 - 2011
Bear Stearns 2005 - 2008
Deloitte & Touche 2002 - 2005
Skills
Financial Forecasting, PMO, Management, Essbase, Series 7, Financial Reporting, US GAAP, Bloomberg, Corporate Finance, Portfolio Management, Financial Analysis, Finance, Fixed Income, Valuation, Financial Modeling, Financial Services, Hedge Funds, Alternative Investments, Sarbanes-Oxley Act, Private Equity, Business Process..., Forecasting, Risk Management
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting
Zicklin School of Business - Baruch College
Magna Cum-Laude, BBA, Accountancy
Betsy Pollak Betsy Pollak's Bear Stearns Experience September 1984 - October 1988
Job Connecting Consumers with Locally Owned Businesses in Fairfield, Westport, Weston, Wilton & Surrounding Fairfield County
Industry Marketing and Advertising
Experience
Our Town Crier June 2008 - Present
Westport Gift June 2001 - September 2008
Sundries September 1996 - June 2002
Bear Stearns September 1984 - October 1988
Skills
Advertising, Marketing, Social Media Marketing, Marketing Strategy, Blogging, Sales, Newsletters, Small Business, Start-ups, Social Media, Online Marketing, Email Marketing, Social Networking, Customer Service, Online Advertising, Merchandising, Entrepreneurship, Marketing Communications, Strategic Planning, Digital Marketing, Direct Marketing, Brand Development, Facebook, Digital Media, B2B, Public Relations, Digital Strategy, Graphic Design, New Business Development, SEO, Creative Direction, New Media, Retail, Business Planning, SEM, Mobile Marketing, Copywriting, Brand Management
Education
City University of New York-Baruch College 1986 — 1988
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Clark University 1980 — 1984
BS, Economics
Our Town Crier June 2008 - Present
Westport Gift June 2001 - September 2008
Sundries September 1996 - June 2002
Bear Stearns September 1984 - October 1988
Skills
Advertising, Marketing, Social Media Marketing, Marketing Strategy, Blogging, Sales, Newsletters, Small Business, Start-ups, Social Media, Online Marketing, Email Marketing, Social Networking, Customer Service, Online Advertising, Merchandising, Entrepreneurship, Marketing Communications, Strategic Planning, Digital Marketing, Direct Marketing, Brand Development, Facebook, Digital Media, B2B, Public Relations, Digital Strategy, Graphic Design, New Business Development, SEO, Creative Direction, New Media, Retail, Business Planning, SEM, Mobile Marketing, Copywriting, Brand Management
Education
City University of New York-Baruch College 1986 — 1988
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Clark University 1980 — 1984
BS, Economics
Cara Passaro Cara Passaro's Bear Stearns Experience 1993 - 1995
Job Shareholder at Murphy & Passaro, P.A.
Industry Legal Services
Experience
Murphy & Passaro, P.A. September 2013 - Present
O'Neill & Murphy, LLP February 2004 - August 2013
Faegre & Benson LLP August 2000 - August 2002
Pfizer January 1997 - July 2000
Bear Stearns 1993 - 1995
Skills
Civil Litigation, Appeals, Litigation, Product Liability, Commercial Litigation, Depositions, Arbitration, Construction Law, Business Litigation, Litigation Support, Personal Injury, Personal Injury..., Wrongful Death, Trials, Torts, Class Actions, Toxic Tort, Insurance Law, Public Liability, Jury Trials
Education
Brooklyn Law School 1996 — 2000
Juris Doctor
Barnard College 1992 — 1995
Bachelor of Arts, Political Science
Smith College 1988 — 1991
Choate Rosemary Hall 1985 — 1988
Portledge School 1981 — 1985
Murphy & Passaro, P.A. September 2013 - Present
O'Neill & Murphy, LLP February 2004 - August 2013
Faegre & Benson LLP August 2000 - August 2002
Pfizer January 1997 - July 2000
Bear Stearns 1993 - 1995
Skills
Civil Litigation, Appeals, Litigation, Product Liability, Commercial Litigation, Depositions, Arbitration, Construction Law, Business Litigation, Litigation Support, Personal Injury, Personal Injury..., Wrongful Death, Trials, Torts, Class Actions, Toxic Tort, Insurance Law, Public Liability, Jury Trials
Education
Brooklyn Law School 1996 — 2000
Juris Doctor
Barnard College 1992 — 1995
Bachelor of Arts, Political Science
Smith College 1988 — 1991
Choate Rosemary Hall 1985 — 1988
Portledge School 1981 — 1985
May Lam's Bear Stearns Experience July 2006 - June 2008
Job Associate Marketing Manager at The Clorox Company
Industry Consumer Goods
Experience
The Clorox Company December 2013 - March 2015
Sephora June 2012 - August 2012
Fisher Lynch Capital July 2008 - July 2011
Bear Stearns July 2006 - June 2008
Skills
Leadership, Strategy, Brand Management, Marketing, Product Innovation, Consumer Products, Data Analysis, Market Research, Cross-functional Team..., Business Strategy, Advertising, Mentoring, Online Marketing, Digital Strategy, Retail, Analytics, Packaging, Financial Modeling, Product Management, Business Development, Valuation, Financial Analysis
Education
Harvard Business School 2011 — 2013
Master of Business Administration (M.B.A.), General Management
Barnard College 2004 — 2006
Bachelor's Degree, Asian American Studies
Wellesley College 2002 — 2004
The Clorox Company December 2013 - March 2015
Sephora June 2012 - August 2012
Fisher Lynch Capital July 2008 - July 2011
Bear Stearns July 2006 - June 2008
Skills
Leadership, Strategy, Brand Management, Marketing, Product Innovation, Consumer Products, Data Analysis, Market Research, Cross-functional Team..., Business Strategy, Advertising, Mentoring, Online Marketing, Digital Strategy, Retail, Analytics, Packaging, Financial Modeling, Product Management, Business Development, Valuation, Financial Analysis
Education
Harvard Business School 2011 — 2013
Master of Business Administration (M.B.A.), General Management
Barnard College 2004 — 2006
Bachelor's Degree, Asian American Studies
Wellesley College 2002 — 2004
Jason Morales Jason Morales's Bear Stearns Experience 2007 - 2009
Job Talent Acquisition
Industry Cosmetics
Experience
Mana Products 2011 - 2015
Fresh Direct 2009 - 2011
Bear Stearns 2007 - 2009
HSBC 2005 - 2007
Skills
Talent Acquisition, Employee Relations, Onboarding, Applicant Tracking..., Human Resources, Recruiting, Talent Management, Performance Management, HRIS, Sourcing, Deferred Compensation, Technical Recruiting, New Hire Orientations, PeopleSoft, Employee Benefits, Succession Planning, College Recruiting, Training, Employee Engagement, Executive Search, Personnel Management, Screening, Interviews, Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
B.B.A, Human Resources
Mana Products 2011 - 2015
Fresh Direct 2009 - 2011
Bear Stearns 2007 - 2009
HSBC 2005 - 2007
Skills
Talent Acquisition, Employee Relations, Onboarding, Applicant Tracking..., Human Resources, Recruiting, Talent Management, Performance Management, HRIS, Sourcing, Deferred Compensation, Technical Recruiting, New Hire Orientations, PeopleSoft, Employee Benefits, Succession Planning, College Recruiting, Training, Employee Engagement, Executive Search, Personnel Management, Screening, Interviews, Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
B.B.A, Human Resources
Mary Ann Thomas Mary Ann Thomas's Bear Stearns Experience 2000 - 2007
Job Senior Fixed Income Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2013 - Present
JNF Asset Management April 2008 - December 2011
Credit Suisse January 2007 - March 2008
Bear Stearns 2000 - 2007
Skills
Asset Managment, MBS, CDO, Whole Loans, Hedge Funds, Fixed Income
Education
Bangalore University
Master of Science (M.S.)
Bloomberg LP January 2013 - Present
JNF Asset Management April 2008 - December 2011
Credit Suisse January 2007 - March 2008
Bear Stearns 2000 - 2007
Skills
Asset Managment, MBS, CDO, Whole Loans, Hedge Funds, Fixed Income
Education
Bangalore University
Master of Science (M.S.)
Gabrielle Guttman Gabrielle Guttman's Bear Stearns Experience July 1996 - June 1998
Job Founder & President, Connext Consulting Inc.
Industry Financial Services
Experience
Connext Consulting Inc. May 2009 - Present
Southridge LLC August 2005 - March 2009
Kroll Inc. September 2002 - August 2005
Grey Group August 1998 - October 2001
Bear Stearns July 1996 - June 1998
Skills
Hedge Funds, New Business Development, Marketing Strategy, Investor Relations, Investment Banking, Private Equity, Entrepreneurship, Consulting, Business Development, Financial Services, Asset Managment, Marketing, Events, Alternative Investments, Strategy, Asset Management, Equities, Venture Capital, Due Diligence, Investments, Mergers & Acquisitions, Fundraising, Executive Management, Finance, CRM, Risk Management, Corporate Finance, Management Consulting, Leadership, Public Relations, Nonprofits, Charities, Strategic Alliances, Media Relations, Management, Philanthropy, Investment Management, Integrated Marketing, Strategic Planning
Education
Barnard College 1992 — 1996
Bachelor of Arts, Economics, Political Science, Psychology, Sociology
University of London 1995 — 1995
Economics, Economics Student Exchange Program
Connext Consulting Inc. May 2009 - Present
Southridge LLC August 2005 - March 2009
Kroll Inc. September 2002 - August 2005
Grey Group August 1998 - October 2001
Bear Stearns July 1996 - June 1998
Skills
Hedge Funds, New Business Development, Marketing Strategy, Investor Relations, Investment Banking, Private Equity, Entrepreneurship, Consulting, Business Development, Financial Services, Asset Managment, Marketing, Events, Alternative Investments, Strategy, Asset Management, Equities, Venture Capital, Due Diligence, Investments, Mergers & Acquisitions, Fundraising, Executive Management, Finance, CRM, Risk Management, Corporate Finance, Management Consulting, Leadership, Public Relations, Nonprofits, Charities, Strategic Alliances, Media Relations, Management, Philanthropy, Investment Management, Integrated Marketing, Strategic Planning
Education
Barnard College 1992 — 1996
Bachelor of Arts, Economics, Political Science, Psychology, Sociology
University of London 1995 — 1995
Economics, Economics Student Exchange Program
Sasha Watson Sasha Watson's Bear Stearns Experience 2005 - 2005
Job Attorney at Hylton Adamson Watson
Industry Law Practice
Experience
Hylton Adamson Watson, PLLC October 2010 - Present
Law Office of Sasha Watson, Esq. 2009 - 2010
Williams Wilson & Sexton 2007 - 2009
NYSE 2006 - 2006
Bear Stearns 2005 - 2005
Morgan Stanley 2002 - 2004
Skills
Legal Research, Civil Litigation, Legal Writing, Litigation, Commercial Litigation, Immigration Issues, Courts, Mediation, Naturalization, Trials, Personal Injury, Immigration Law
Education
Florida State University 2004 — 2007
Juris Doctor, Law
Barry University 2001 — 2004
Bachelor of Science (BS), Economics and Finance
Hylton Adamson Watson, PLLC October 2010 - Present
Law Office of Sasha Watson, Esq. 2009 - 2010
Williams Wilson & Sexton 2007 - 2009
NYSE 2006 - 2006
Bear Stearns 2005 - 2005
Morgan Stanley 2002 - 2004
Skills
Legal Research, Civil Litigation, Legal Writing, Litigation, Commercial Litigation, Immigration Issues, Courts, Mediation, Naturalization, Trials, Personal Injury, Immigration Law
Education
Florida State University 2004 — 2007
Juris Doctor, Law
Barry University 2001 — 2004
Bachelor of Science (BS), Economics and Finance
David Kugelman's Bear Stearns Experience 1988 - 1991
Job President and CEO at Atlanta Capital Partners, LLC
Industry Financial Services
Experience
Atlanta Capital Partners, LLC April 2003 - Present
OTC Stock Review March 2003 - Present
Merrill Lynch 1998 - 2003
Greenway Capital 1991 - 1998
Bear Stearns 1988 - 1991
Skills
Investor Relations, Investments, Due Diligence, Alternative Investments, Venture Capital, Mergers, Private Equity, Entrepreneurship, Equities, Private Placements, Hedge Funds, Investment Banking, Corporate Finance, Capital Markets, Valuation, Asset Managment, Financial Modeling, Securities, Start-ups, IPO, Corporate Development, Asset Management, Emerging Markets, Equity Research, Mergers & Acquisitions, Fixed Income, Funding, Commodity, Strategic Financial..., Executive Management, Joint Ventures, Finance, Trading, Restructuring, Financial Structuring, Investment Management, Financial Markets, Investment Strategies, Structured Finance, Portfolio Management, Financial Analysis, Options, Capital, Financial Services, Derivatives, Asset Allocation, Project Finance, LBO, Investment Advisory, Strategy
Education
Ball State University 1982 — 1986
dchs 1978 — 1982
Atlanta Capital Partners, LLC April 2003 - Present
OTC Stock Review March 2003 - Present
Merrill Lynch 1998 - 2003
Greenway Capital 1991 - 1998
Bear Stearns 1988 - 1991
Skills
Investor Relations, Investments, Due Diligence, Alternative Investments, Venture Capital, Mergers, Private Equity, Entrepreneurship, Equities, Private Placements, Hedge Funds, Investment Banking, Corporate Finance, Capital Markets, Valuation, Asset Managment, Financial Modeling, Securities, Start-ups, IPO, Corporate Development, Asset Management, Emerging Markets, Equity Research, Mergers & Acquisitions, Fixed Income, Funding, Commodity, Strategic Financial..., Executive Management, Joint Ventures, Finance, Trading, Restructuring, Financial Structuring, Investment Management, Financial Markets, Investment Strategies, Structured Finance, Portfolio Management, Financial Analysis, Options, Capital, Financial Services, Derivatives, Asset Allocation, Project Finance, LBO, Investment Advisory, Strategy
Education
Ball State University 1982 — 1986
dchs 1978 — 1982
Kevin Delgado's Bear Stearns Experience September 2005 - June 2008
Job Digital Marketing Coordinator at World Education Services
Industry Marketing and Advertising
Experience
World Education Services January 2014 - Present
World Education Services September 2013 - December 2013
Econsultancy June 2012 - September 2013
Taap.it September 2011 - June 2012
Credit Advocate Counseling Corp September 2011 - December 2011
Capital One Bank July 2007 - October 2011
Vifah June 2009 - September 2011
GE August 2009 - December 2009
Bear Stearns September 2005 - June 2008
Skills
iWork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Photoshop, Illustrator, InDesign, Microsoft Publisher, Social Media Marketing, Email Marketing, Content Marketing, SEO, Digital Marketing, Social Media, Google Analytics, Facebook, Advertising, Marketing, WordPress, Online Marketing
Education
Pace University 2015 — 2019
Master's degree, Computer Science
City University of New York-Baruch College 2013 — 2013
Certificate, Web Development with Open Standards
City University of New York-Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Marketing: Advertising & Communications
Saint John's University - Peter J. Tobin College of Business 2008 — 2009
Bachelor of Business Administration (BBA), Marketing
World Education Services January 2014 - Present
World Education Services September 2013 - December 2013
Econsultancy June 2012 - September 2013
Taap.it September 2011 - June 2012
Credit Advocate Counseling Corp September 2011 - December 2011
Capital One Bank July 2007 - October 2011
Vifah June 2009 - September 2011
GE August 2009 - December 2009
Bear Stearns September 2005 - June 2008
Skills
iWork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Photoshop, Illustrator, InDesign, Microsoft Publisher, Social Media Marketing, Email Marketing, Content Marketing, SEO, Digital Marketing, Social Media, Google Analytics, Facebook, Advertising, Marketing, WordPress, Online Marketing
Education
Pace University 2015 — 2019
Master's degree, Computer Science
City University of New York-Baruch College 2013 — 2013
Certificate, Web Development with Open Standards
City University of New York-Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Marketing: Advertising & Communications
Saint John's University - Peter J. Tobin College of Business 2008 — 2009
Bachelor of Business Administration (BBA), Marketing
Apollo Mathew Apollo Mathew's Bear Stearns Experience 1994 - 1995
Job Consultant at VitaTotal LLC
Industry Accounting
Experience
VitaTotal LLC 2012 - Present
Siemens 2008 - 2012
Pepsi Bottling Group 2000 - 2005
MasterCard 1995 - 2000
Bear Stearns 1994 - 1995
Skills
Forecasting, Zero-based Budgeting, Corporate Budgeting, General Ledger, Accounts Payable, Payroll, Payroll Analysis, ADP Payroll, Cash Management, Process Improvement, Process Analysis, Analytic Reporting, Reporting Technologies, System Integration..., Team Leadership, Training
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
BA, Accounting
Susan Wagner HS 1983 — 1987
VitaTotal LLC 2012 - Present
Siemens 2008 - 2012
Pepsi Bottling Group 2000 - 2005
MasterCard 1995 - 2000
Bear Stearns 1994 - 1995
Skills
Forecasting, Zero-based Budgeting, Corporate Budgeting, General Ledger, Accounts Payable, Payroll, Payroll Analysis, ADP Payroll, Cash Management, Process Improvement, Process Analysis, Analytic Reporting, Reporting Technologies, System Integration..., Team Leadership, Training
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
BA, Accounting
Susan Wagner HS 1983 — 1987
Anna Tokarski Anna Tokarski's Bear Stearns Experience 1986 - 1987
Job freelance/interpreter; data entry; computer savvy; disabled exlegal secretary/administrative assistant
Industry Executive Office
Experience
Not currently employed April 2010 - Present
read cards, freelance/interprete January 2010 - Present
FUTURE MEMORIES October 2006 - April 2010
Bear Stearns 1986 - 1987
US DEPT OF EDUCATION 1985 - 1986
L.F. ROTHSCHILD, 1974 - 1977
New York City Dept. of Education 1970 - 1971
Skills
Data Entry, Handwriting Analysis, crochet, artist, Legal Translation, Bookkeeping, Typing, gregg stenography, filing, translating, bi-lingual, Telephone Manner, Data Analysis
Education
Baruch College 1983 — 1985
certificate in computer programming, computers
POLAND elementary school 1962 — 1966
elementary education, szkola podstawowa started, 1-3
Berkeley College
diploma, Secretarial Sciences
Not currently employed April 2010 - Present
read cards, freelance/interprete January 2010 - Present
FUTURE MEMORIES October 2006 - April 2010
Bear Stearns 1986 - 1987
US DEPT OF EDUCATION 1985 - 1986
L.F. ROTHSCHILD, 1974 - 1977
New York City Dept. of Education 1970 - 1971
Skills
Data Entry, Handwriting Analysis, crochet, artist, Legal Translation, Bookkeeping, Typing, gregg stenography, filing, translating, bi-lingual, Telephone Manner, Data Analysis
Education
Baruch College 1983 — 1985
certificate in computer programming, computers
POLAND elementary school 1962 — 1966
elementary education, szkola podstawowa started, 1-3
Berkeley College
diploma, Secretarial Sciences
Jan Sirota Jan Sirota's Bear Stearns Experience 1989 - 1996
Job Chairman at Therapy Motions
Industry Financial Services
Experience
Therapy Motions 2009 - Present
Sage Advisors, LLC 2006 - Present
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Raymond James & Associates, Inc 1996 - 2005
Bear Stearns 1989 - 1996
Morgan Stanley 1987 - 1989
Lehman Brothers 1984 - 1987
Citicorp 1974 - 1984
Pfizer 1972 - 1974
Skills
Corporate Finance, Business Strategy, Strategic Planning, Negotiation, Mergers & Acquisitions, Capital, Capital Markets, Healthcare, Investments, Investment Banking, Leadership, Management, Finance, Banking, Financial Services, Strategy, Venture Capital, Start-ups, Executive Management, Marketing, Entrepreneurship, Private Equity, Business Planning, Corporate Development, Management Consulting, Strategic Partnerships, Restructuring, Business Development
Education
The George Washington University - School of Business 1965 — 1969
MBA, Computer Science
Baruch College, City University of New York (CUNY) 1960 — 1964
BBA, Accounting
Therapy Motions 2009 - Present
Sage Advisors, LLC 2006 - Present
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Raymond James & Associates, Inc 1996 - 2005
Bear Stearns 1989 - 1996
Morgan Stanley 1987 - 1989
Lehman Brothers 1984 - 1987
Citicorp 1974 - 1984
Pfizer 1972 - 1974
Skills
Corporate Finance, Business Strategy, Strategic Planning, Negotiation, Mergers & Acquisitions, Capital, Capital Markets, Healthcare, Investments, Investment Banking, Leadership, Management, Finance, Banking, Financial Services, Strategy, Venture Capital, Start-ups, Executive Management, Marketing, Entrepreneurship, Private Equity, Business Planning, Corporate Development, Management Consulting, Strategic Partnerships, Restructuring, Business Development
Education
The George Washington University - School of Business 1965 — 1969
MBA, Computer Science
Baruch College, City University of New York (CUNY) 1960 — 1964
BBA, Accounting
Alexander Weinstein's Bear Stearns Experience March 2008 - March 2008
Job Senior Consultant at Deloitte
Industry Military
Experience
Deloitte September 2014 - Present
United States Marine Corps June 2010 - Present
CGI September 2013 - August 2014
Wilentz, Goldman & Spitzer, P.A. April 2008 - December 2009
Bear Stearns March 2008 - March 2008
Fir Tree Partners November 2007 - January 2008
Skills
Military Experience, Leadership, Information Assurance, Security+, Project Finance, Legal Research, Team Leadership, International Finance, Cross-functional Team..., Certified Authorization..., Active Top Secret..., Analysis, Military Operations, Top Secret
Education
Georgetown University 2015 — 2017
Master's Degree, Technology Management, 3.85 GPA
USMC Expeditionary Warfare School 2012 — 2014
Military Science and Operational Studies
Bard College 2002 — 2006
Bachelor's degree, Political Science
Deloitte September 2014 - Present
United States Marine Corps June 2010 - Present
CGI September 2013 - August 2014
Wilentz, Goldman & Spitzer, P.A. April 2008 - December 2009
Bear Stearns March 2008 - March 2008
Fir Tree Partners November 2007 - January 2008
Skills
Military Experience, Leadership, Information Assurance, Security+, Project Finance, Legal Research, Team Leadership, International Finance, Cross-functional Team..., Certified Authorization..., Active Top Secret..., Analysis, Military Operations, Top Secret
Education
Georgetown University 2015 — 2017
Master's Degree, Technology Management, 3.85 GPA
USMC Expeditionary Warfare School 2012 — 2014
Military Science and Operational Studies
Bard College 2002 — 2006
Bachelor's degree, Political Science
Moshe Hazbany, CPA Moshe Hazbany, CPA's Bear Stearns Experience May 2005 - April 2008
Job
Industry Accounting
Experience
Morgan Stanley July 2010 - Present
Bank of America Merrill Lynch April 2008 - July 2010
Bear Stearns May 2005 - April 2008
Deloitte August 2001 - May 2005
Skills
Securities, Capital Markets, Financial Reporting, Banking, Financial Analysis, Regulatory Filings, Financial Accounting, Leadership, Internal Controls, Leading Change, Financial Statements, Controllership Functions, Internal Financial..., Reporting & Analysis, Guardianship
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA/MS, Finance/Accounting
Morgan Stanley July 2010 - Present
Bank of America Merrill Lynch April 2008 - July 2010
Bear Stearns May 2005 - April 2008
Deloitte August 2001 - May 2005
Skills
Securities, Capital Markets, Financial Reporting, Banking, Financial Analysis, Regulatory Filings, Financial Accounting, Leadership, Internal Controls, Leading Change, Financial Statements, Controllership Functions, Internal Financial..., Reporting & Analysis, Guardianship
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA/MS, Finance/Accounting
Joseph Volpicella Joseph Volpicella's Bear Stearns Experience February 2004 - August 2008
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2014 - Present
Spavo Financial Group July 2014 - Present
Chapdelaine & Co. May 2013 - February 2014
Commerzbank AG July 2010 - December 2012
Natixis August 2008 - July 2010
Bear Stearns February 2004 - August 2008
HSBC January 1995 - January 2002
Westpac January 1989 - December 1994
UBS 1984 - 1988
BNY Mellon 1978 - 1984
Skills
FX Options, Fixed Income, Capital Markets, Trading, Trading Systems, Electronic Trading, Hedge Funds, Currency, FX trading, Commodity, Risk Management, Foreign Exchange, Fixed Asset Management, E-commerce, Equity Trading, equity options, ETFs, Credit, Financial Markets, Derivatives, FX Trading, Options
Education
Baruch College, City University of New York (CUNY) 1974 — 1978
B.A., Finance, Economics
FDR High School, Brooklyn, New York
Northwestern Mutual December 2014 - Present
Spavo Financial Group July 2014 - Present
Chapdelaine & Co. May 2013 - February 2014
Commerzbank AG July 2010 - December 2012
Natixis August 2008 - July 2010
Bear Stearns February 2004 - August 2008
HSBC January 1995 - January 2002
Westpac January 1989 - December 1994
UBS 1984 - 1988
BNY Mellon 1978 - 1984
Skills
FX Options, Fixed Income, Capital Markets, Trading, Trading Systems, Electronic Trading, Hedge Funds, Currency, FX trading, Commodity, Risk Management, Foreign Exchange, Fixed Asset Management, E-commerce, Equity Trading, equity options, ETFs, Credit, Financial Markets, Derivatives, FX Trading, Options
Education
Baruch College, City University of New York (CUNY) 1974 — 1978
B.A., Finance, Economics
FDR High School, Brooklyn, New York
Fred Polaniecki's Bear Stearns Experience September 2005 - May 2009
Job Vice President at J P Morgan Securities
Industry Banking
Experience
J P Morgan September 2005 - Present
Bear Stearns September 2005 - May 2009
Legg Mason 1997 - 2005
OppenheimerFunds 1989 - 1998
Skills
Sailing, Guitar, Equities, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Series 7, Alternative Investments, Securities, Asset Management, Investment Banking, Bloomberg, Series 63, Wealth Management, Structured Products, Electronic Trading, Mutual Funds, Prime Brokerage, Asset Allocation, Investments, Investment Advisory, Bonds, FINRA, Options, Due Diligence, Investment Management, Financial Markets, ETFs, Equity Trading, Financial Services, Investment Strategies, Trading, Banking, Finance, Private Equity
Education
Baruch College
Forest Hills High School
J P Morgan September 2005 - Present
Bear Stearns September 2005 - May 2009
Legg Mason 1997 - 2005
OppenheimerFunds 1989 - 1998
Skills
Sailing, Guitar, Equities, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Series 7, Alternative Investments, Securities, Asset Management, Investment Banking, Bloomberg, Series 63, Wealth Management, Structured Products, Electronic Trading, Mutual Funds, Prime Brokerage, Asset Allocation, Investments, Investment Advisory, Bonds, FINRA, Options, Due Diligence, Investment Management, Financial Markets, ETFs, Equity Trading, Financial Services, Investment Strategies, Trading, Banking, Finance, Private Equity
Education
Baruch College
Forest Hills High School
Leslie Solmonson Leslie Solmonson's Bear Stearns Experience 1983 - 2003
Job V.P., Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Morgan Stanley June 2010 - November 2011
Neuberger Berman October 2003 - February 2010
Bear Stearns 1983 - 2003
Education
Barnard College
B.A.
Brooklyn Law School
J.D.
Fidelity Investments November 2011 - Present
Morgan Stanley June 2010 - November 2011
Neuberger Berman October 2003 - February 2010
Bear Stearns 1983 - 2003
Education
Barnard College
B.A.
Brooklyn Law School
J.D.
Gary Wollin Gary Wollin's Bear Stearns Experience 1978 - 1987
Job President at Wollin Bros. Investments
Industry Financial Services
Experience
Wollin Bros. Investments 1988 - Present
Bear Stearns 1978 - 1987
Education
New York University - Leonard N. Stern School of Business 1962 — 1966
M.B.A., Finance and Economics
Baruch College, City University of New York (CUNY) 1957 — 1961
B.B.A, Economics and Finance
Wollin Bros. Investments 1988 - Present
Bear Stearns 1978 - 1987
Education
New York University - Leonard N. Stern School of Business 1962 — 1966
M.B.A., Finance and Economics
Baruch College, City University of New York (CUNY) 1957 — 1961
B.B.A, Economics and Finance
Conrad Cardinale Conrad Cardinale's Bear Stearns Experience 1996 - 2008
Job Vice President at JPMORGAN CHASE
Industry Financial Services
Experience
JPMorgan Chase March 2010 - Present
Bear Stearns 1996 - 2008
Dillon Read, Inc April 1994 - August 1996
American International Group September 1990 - April 1994
Deloitte & Touche August 1988 - July 1990
Skills
Analysis, Budgets, Cross-functional Team..., Essbase, Finance, Financial Modeling, Performance Measurement, Process Improvement
Education
Baruch College, City University of New York (CUNY) 1991 — 1994
MBA, Finance
Manhattan College 1982 — 1986
BA, Economics
JPMorgan Chase March 2010 - Present
Bear Stearns 1996 - 2008
Dillon Read, Inc April 1994 - August 1996
American International Group September 1990 - April 1994
Deloitte & Touche August 1988 - July 1990
Skills
Analysis, Budgets, Cross-functional Team..., Essbase, Finance, Financial Modeling, Performance Measurement, Process Improvement
Education
Baruch College, City University of New York (CUNY) 1991 — 1994
MBA, Finance
Manhattan College 1982 — 1986
BA, Economics
Peter Catalano's Bear Stearns Experience September 2006 - November 2008
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
AXA Advisors January 2013 - July 2013
Fitness Foundations LLC (Eminence Capital) February 2009 - December 2012
Bear Stearns September 2006 - November 2008
JPMorgan Chase July 2005 - May 2006
BlackRock March 2000 - March 2005
Education
Baruch College, City University of New York (CUNY)
Finance & Investments (Focus in Database Managament)
TD Ameritrade July 2013 - Present
AXA Advisors January 2013 - July 2013
Fitness Foundations LLC (Eminence Capital) February 2009 - December 2012
Bear Stearns September 2006 - November 2008
JPMorgan Chase July 2005 - May 2006
BlackRock March 2000 - March 2005
Education
Baruch College, City University of New York (CUNY)
Finance & Investments (Focus in Database Managament)
John Ng's Bear Stearns Experience August 1998 - December 1998
Job Software Development Professional
Industry Financial Services
Experience
Love INC of Brevard February 2015 - Present
Independent Consultant January 2013 - Present
JP Morgan April 2010 - September 2012
Engcrypt Corp. May 1999 - April 2010
Moody's Analytics October 2005 - January 2010
FreshDirect December 2004 - October 2005
Sotheby's June 2002 - December 2004
Client: Acquire Systems (formerly Phlair) June 2000 - June 2002
InternetCash May 1999 - June 2000
Bear Stearns August 1998 - December 1998
Skills
Java, Microsoft SQL Server, Unix, Linux, iOS development, C++, Oracle, Android Development, SQL, SOA, Software Development, Javascript, Sybase IQ, Titanium Mobile, MySQL, Node.js, HSQLDB, Objective-C, Python, MongoDB, JavaScript, Database Design, Architecture, Weblogic, C, Mobile Devices, Agile Methodologies, Spring, Tomcat, Scrum, Databases, Perl, Hibernate, XML, Web Services, Mobile Applications, Subversion, Java Enterprise Edition, Sybase, Software Project..., Architectures
Education
Columbia University 1988 — 1989
Computer Technology Application
University of Michigan 1984 — 1987
BA, Economics
Bronx High School of Science 1980 — 1984
High School, Science
Baruch College, City University of New York (CUNY)
CFP, Financial Planning
Love INC of Brevard February 2015 - Present
Independent Consultant January 2013 - Present
JP Morgan April 2010 - September 2012
Engcrypt Corp. May 1999 - April 2010
Moody's Analytics October 2005 - January 2010
FreshDirect December 2004 - October 2005
Sotheby's June 2002 - December 2004
Client: Acquire Systems (formerly Phlair) June 2000 - June 2002
InternetCash May 1999 - June 2000
Bear Stearns August 1998 - December 1998
Skills
Java, Microsoft SQL Server, Unix, Linux, iOS development, C++, Oracle, Android Development, SQL, SOA, Software Development, Javascript, Sybase IQ, Titanium Mobile, MySQL, Node.js, HSQLDB, Objective-C, Python, MongoDB, JavaScript, Database Design, Architecture, Weblogic, C, Mobile Devices, Agile Methodologies, Spring, Tomcat, Scrum, Databases, Perl, Hibernate, XML, Web Services, Mobile Applications, Subversion, Java Enterprise Edition, Sybase, Software Project..., Architectures
Education
Columbia University 1988 — 1989
Computer Technology Application
University of Michigan 1984 — 1987
BA, Economics
Bronx High School of Science 1980 — 1984
High School, Science
Baruch College, City University of New York (CUNY)
CFP, Financial Planning
Ray C. Wong Ray C. Wong's Bear Stearns Experience March 2002 - October 2006
Job Finance Executive and Instructor
Industry Investment Banking
Experience
Long Island Business Institute 2012 - Present
IUG Business Solutions July 2010 - Present
KPMG LLP October 2006 - June 2008
Bear Stearns March 2002 - October 2006
Sysallies March 2002 - March 2004
Bank of America July 2001 - March 2002
JP Morgan July 1999 - March 2002
Bear Stearns August 1994 - July 1999
Skills
Investment Banking, Financial Modeling, Equities, Project Management, Derivatives, Business Process..., Fixed Income, Valuation, Corporate Finance, Financial Markets, Financial Analysis, Leadership, Analysis, Capital Markets, Finance, Banking, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
EMBA, Business Administration and Management, General
Binghamton University 1990 — 1994
Management, Finance
Long Island Business Institute 2012 - Present
IUG Business Solutions July 2010 - Present
KPMG LLP October 2006 - June 2008
Bear Stearns March 2002 - October 2006
Sysallies March 2002 - March 2004
Bank of America July 2001 - March 2002
JP Morgan July 1999 - March 2002
Bear Stearns August 1994 - July 1999
Skills
Investment Banking, Financial Modeling, Equities, Project Management, Derivatives, Business Process..., Fixed Income, Valuation, Corporate Finance, Financial Markets, Financial Analysis, Leadership, Analysis, Capital Markets, Finance, Banking, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
EMBA, Business Administration and Management, General
Binghamton University 1990 — 1994
Management, Finance
Helena Johnson Helena Johnson's Bear Stearns Experience June 1999 - December 1999
Job Tax Director
Industry Financial Services
Experience
Take-Two Interactive Software, Inc. January 2014 - Present
PwC January 2000 - January 2014
Bear Stearns June 1999 - December 1999
Skills
Partnership Taxation, Tax Accounting, Private Equity, Banking, Corporate Tax Planning, Tax Returns, Corporate Tax
Education
Fordham University 2002 — 2006
Master of Business Administration (M.B.A.), Finance, General
Baruch College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Take-Two Interactive Software, Inc. January 2014 - Present
PwC January 2000 - January 2014
Bear Stearns June 1999 - December 1999
Skills
Partnership Taxation, Tax Accounting, Private Equity, Banking, Corporate Tax Planning, Tax Returns, Corporate Tax
Education
Fordham University 2002 — 2006
Master of Business Administration (M.B.A.), Finance, General
Baruch College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
John (Zhitao) Lu, CFA, CPA John (Zhitao) Lu, CFA, CPA's Bear Stearns Experience 2003 - 2003
Job Senior Manager Milestone
Industry Capital Markets
Experience
Milestone 2010 - Present
Skytop JLC Associates LLC 2009 - Present
Natixis 2006 - 2009
Natixis 2004 - 2005
Natixis 2003 - 2004
Bear Stearns 2003 - 2003
Financial Guarantee Insurance Company (a GE subsidiary) 2002 - 2002
Deustche Bank 1999 - 2002
Credit Suisse First Boston 1998 - 1999
Ernst & Young 1995 - 1998
Skills
Accounting, Alternative Investments, Analysis, Asset Management, Auditing, Banking, Bloomberg, Budgets, CMBS, Capital Markets, Change Management, Commodity, Corporate Finance, Corporate Law, Credit, Credit Derivatives, Credit Risk, Derivatives, Due Diligence, Equities, Economics, FX Options, Finance, Financial Advisory, Financial Analysis, Financial Institutions, Financial Markets, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Funding, Hedge Funds, Integration, Investments, Loans, Management, Market Risk, Mergers, Options, Portfolio Management, Private Equity, Product Control, Project Planning, Rates, Real Estate, Risk Management, Securitization
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Accounting
East China Normal University
BA, International Finance
Milestone 2010 - Present
Skytop JLC Associates LLC 2009 - Present
Natixis 2006 - 2009
Natixis 2004 - 2005
Natixis 2003 - 2004
Bear Stearns 2003 - 2003
Financial Guarantee Insurance Company (a GE subsidiary) 2002 - 2002
Deustche Bank 1999 - 2002
Credit Suisse First Boston 1998 - 1999
Ernst & Young 1995 - 1998
Skills
Accounting, Alternative Investments, Analysis, Asset Management, Auditing, Banking, Bloomberg, Budgets, CMBS, Capital Markets, Change Management, Commodity, Corporate Finance, Corporate Law, Credit, Credit Derivatives, Credit Risk, Derivatives, Due Diligence, Equities, Economics, FX Options, Finance, Financial Advisory, Financial Analysis, Financial Institutions, Financial Markets, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Funding, Hedge Funds, Integration, Investments, Loans, Management, Market Risk, Mergers, Options, Portfolio Management, Private Equity, Product Control, Project Planning, Rates, Real Estate, Risk Management, Securitization
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Accounting
East China Normal University
BA, International Finance
Robert Monsky's Bear Stearns Experience December 1985 - December 1990
Job Partner at First Florida Capital Corporation
Industry Financial Services
Experience
Lindsay Goldberg August 2009 - Present
First Florida Capital Corporation December 1995 - Present
Sandler O'Neill December 1990 - December 1995
Bear Stearns December 1985 - December 1990
Skills
Private Equity, Mergers, Due Diligence, Valuation, Entrepreneurship, Financial Modeling, Business Strategy, Financial Analysis, Strategic Planning, Venture Capital, Private Placements, Clean Technology, Event Planning, Corporate Development, Commercial Banking, M&A experience, Business Valuation, Business Development, Strategic Partnerships, Start-ups, Corporate Finance, Investment Banking, Financial Institutions, Business Planning, Investments, LBO, Strategy, Alternative Investments, Investor Relations, Divestitures, Restructuring, IPO, Financial Services, Emerging Markets, Hedge Funds, Marketing Strategy, Finance, Capital Markets, Fixed Income, Executive Management, Leveraged Finance, Financial Structuring, Funding, Equities, Joint Ventures, Portfolio Management, Acquisition Integration, Acquisitions, Asset Management, Project Finance
Education
Babson College 1982 — 1985
BS Finance, Finance and Quantitative Methods
Rollins College 1981 — 1982
Lindsay Goldberg August 2009 - Present
First Florida Capital Corporation December 1995 - Present
Sandler O'Neill December 1990 - December 1995
Bear Stearns December 1985 - December 1990
Skills
Private Equity, Mergers, Due Diligence, Valuation, Entrepreneurship, Financial Modeling, Business Strategy, Financial Analysis, Strategic Planning, Venture Capital, Private Placements, Clean Technology, Event Planning, Corporate Development, Commercial Banking, M&A experience, Business Valuation, Business Development, Strategic Partnerships, Start-ups, Corporate Finance, Investment Banking, Financial Institutions, Business Planning, Investments, LBO, Strategy, Alternative Investments, Investor Relations, Divestitures, Restructuring, IPO, Financial Services, Emerging Markets, Hedge Funds, Marketing Strategy, Finance, Capital Markets, Fixed Income, Executive Management, Leveraged Finance, Financial Structuring, Funding, Equities, Joint Ventures, Portfolio Management, Acquisition Integration, Acquisitions, Asset Management, Project Finance
Education
Babson College 1982 — 1985
BS Finance, Finance and Quantitative Methods
Rollins College 1981 — 1982
Charles Guadagnolo Charles Guadagnolo's Bear Stearns Experience 2001 - 2008
Job Project Manager at Toll Brothers
Industry Construction
Experience
Toll Brothers July 2013 - Present
Guad Contracting, Inc. March 2008 - July 2013
Bear Stearns 2001 - 2008
United Nations 2000 - 2001
Muyal Liang Trust 1998 - 1999
Institutional Investor 1998 - 1998
Skills
Business Analysis, Project Management, Cost Accounting, Financial Modeling, Strategic Financial..., Marketing Strategy, Real Estate Development, Real Estate Financing, Real Estate Transactions, Due Diligence, Construction Management, Construction Accounting, Project Entitlements, Board of Director..., Mentoring, Risk Management, Finance, Leadership, Program Management, Analysis, Management, Business Development, Contract Negotiation, Budgets
Education
Cornell University 1995 — 1998
BS, Applied Economics and Business Managment
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
MBA, Finance/International Business
Mamaroneck High School
Toll Brothers July 2013 - Present
Guad Contracting, Inc. March 2008 - July 2013
Bear Stearns 2001 - 2008
United Nations 2000 - 2001
Muyal Liang Trust 1998 - 1999
Institutional Investor 1998 - 1998
Skills
Business Analysis, Project Management, Cost Accounting, Financial Modeling, Strategic Financial..., Marketing Strategy, Real Estate Development, Real Estate Financing, Real Estate Transactions, Due Diligence, Construction Management, Construction Accounting, Project Entitlements, Board of Director..., Mentoring, Risk Management, Finance, Leadership, Program Management, Analysis, Management, Business Development, Contract Negotiation, Budgets
Education
Cornell University 1995 — 1998
BS, Applied Economics and Business Managment
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
MBA, Finance/International Business
Mamaroneck High School
Kelly Ann Gardner's Bear Stearns Experience June 2002 - November 2007
Job Business Coordinator
Industry Financial Services
Experience
Mercury Capital Advisors May 2012 - Present
Nomura Securities November 2009 - May 2012
Citadel Investment Group June 2008 - January 2009
Bear Stearns June 2002 - November 2007
Merrill Lynch May 2000 - August 2000
Skills
Fixed Income, Equity Trading, Equities, Hedge Funds, Bloomberg, Investment Banking, Alternative Investments, Equity Research, Electronic Trading, Investments, Private Equity, Trading Systems, Securities
Education
BARUCH COLLEGE 1996 — 2000
B.B.A
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelor of Business Administration (BBA)
Mercury Capital Advisors May 2012 - Present
Nomura Securities November 2009 - May 2012
Citadel Investment Group June 2008 - January 2009
Bear Stearns June 2002 - November 2007
Merrill Lynch May 2000 - August 2000
Skills
Fixed Income, Equity Trading, Equities, Hedge Funds, Bloomberg, Investment Banking, Alternative Investments, Equity Research, Electronic Trading, Investments, Private Equity, Trading Systems, Securities
Education
BARUCH COLLEGE 1996 — 2000
B.B.A
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelor of Business Administration (BBA)
Belkis Rodriguez's Bear Stearns Experience November 2003 - October 2008
Job VP Equity Trading at INTL Trading
Industry Investment Banking
Experience
INTL FCStone Securities Inc. July 2011 - Present
INTL Trading September 2009 - July 2011
Bear Stearns November 2003 - October 2008
Skills
Trading, Fixed Income, Investment Strategies, PowerPoint, Volatility, Equity Trading, Bloomberg, Emerging Markets, Investor Relations, Equities, Relationship Management, Foreign Exchange, Securities, FX Options, Capital Markets, Financial Markets
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance and Investments
INTL FCStone Securities Inc. July 2011 - Present
INTL Trading September 2009 - July 2011
Bear Stearns November 2003 - October 2008
Skills
Trading, Fixed Income, Investment Strategies, PowerPoint, Volatility, Equity Trading, Bloomberg, Emerging Markets, Investor Relations, Equities, Relationship Management, Foreign Exchange, Securities, FX Options, Capital Markets, Financial Markets
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance and Investments
Leslie Payne-Zimmer Leslie Payne-Zimmer's Bear Stearns Experience 1991 - 1993
Job Owner, Caveman Foods LLC
Industry Food & Beverages
Experience
Ann Payne's Caveman Foods January 2010 - Present
Bear Stearns 1991 - 1993
Skills
Entrepreneurship, Start-ups, Team Building, Social Networking, Public Relations, Strategic Planning, Social Media Marketing, Management, Investments, Marketing, Finance
Education
Barnard College
BA, Political Science
Columbia University in the City of New York
Ann Payne's Caveman Foods January 2010 - Present
Bear Stearns 1991 - 1993
Skills
Entrepreneurship, Start-ups, Team Building, Social Networking, Public Relations, Strategic Planning, Social Media Marketing, Management, Investments, Marketing, Finance
Education
Barnard College
BA, Political Science
Columbia University in the City of New York
David Stricks David Stricks's Bear Stearns Experience 2004 - 2006
Job Paraprofessional
Industry Primary/Secondary Education
Experience
NYC DOE April 2014 - Present
Cantor Fitzgerald May 2011 - September 2012
New England Financial 2009 - 2010
Merrill Lynch 2006 - 2008
Bear Stearns 2004 - 2006
Brown Brothers Harriman 2001 - 2004
Skills
Series 7, Series 63, Fixed Income, Equities, Options, Derivatives, Hedge Funds, Bloomberg, Prime Brokerage, Trading
Education
University of Phoenix 2010 — 2011
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Economics
NYC DOE April 2014 - Present
Cantor Fitzgerald May 2011 - September 2012
New England Financial 2009 - 2010
Merrill Lynch 2006 - 2008
Bear Stearns 2004 - 2006
Brown Brothers Harriman 2001 - 2004
Skills
Series 7, Series 63, Fixed Income, Equities, Options, Derivatives, Hedge Funds, Bloomberg, Prime Brokerage, Trading
Education
University of Phoenix 2010 — 2011
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Economics
Jibu Mathews's Bear Stearns Experience March 2000 - October 2007
Job MSP Technology Solutions Advisor, specializing in providing IT Solutions to small to medium businesses.
Industry Information Technology and Services
Experience
TeamLogic IT March 2008 - Present
Jibs Consulting Corp January 2006 - Present
Globanet Consulting October 2007 - October 2008
Bear Stearns March 2000 - October 2007
Louis Vuitton 2000 - 2000
Wyeth Pharmaceuticals January 1999 - June 1999
The Chase Manhattan Bank September 1998 - December 1998
Royal & SunAlliance January 1991 - October 1997
Skills
Networking, Windows, Lotus Domino, Enterprise Vault, Consulting, Cisco Technologies, Information Technology, Customer Service, Disaster Recovery, Cloud Computing, IT Management, Active Directory, Management, Outsourcing, Infrastructure, Network Administration, Security, IT Strategy, Vendor Management, Managed Services, Integration, Data Center, Virtualization, SaaS, Unified Communications, Enterprise Software, IT Service Management, Professional Services, VoIP, VMware, Network Security, Servers, IT Operations, Microsoft Exchange, Firewalls, Network Design, Windows Server, Storage, Citrix, Hardware, VPN, Computer Security, IT Outsourcing, SAN, Operating Systems, DNS, Technical Support, System Administration, Business Continuity, Wireless Networking
Education
Bangalore University 1986 — 1990
BE, Computer Science
TeamLogic IT March 2008 - Present
Jibs Consulting Corp January 2006 - Present
Globanet Consulting October 2007 - October 2008
Bear Stearns March 2000 - October 2007
Louis Vuitton 2000 - 2000
Wyeth Pharmaceuticals January 1999 - June 1999
The Chase Manhattan Bank September 1998 - December 1998
Royal & SunAlliance January 1991 - October 1997
Skills
Networking, Windows, Lotus Domino, Enterprise Vault, Consulting, Cisco Technologies, Information Technology, Customer Service, Disaster Recovery, Cloud Computing, IT Management, Active Directory, Management, Outsourcing, Infrastructure, Network Administration, Security, IT Strategy, Vendor Management, Managed Services, Integration, Data Center, Virtualization, SaaS, Unified Communications, Enterprise Software, IT Service Management, Professional Services, VoIP, VMware, Network Security, Servers, IT Operations, Microsoft Exchange, Firewalls, Network Design, Windows Server, Storage, Citrix, Hardware, VPN, Computer Security, IT Outsourcing, SAN, Operating Systems, DNS, Technical Support, System Administration, Business Continuity, Wireless Networking
Education
Bangalore University 1986 — 1990
BE, Computer Science
Barry Kleiman, MBA Barry Kleiman, MBA's Bear Stearns Experience May 2003 - May 2004
Job Business Coach Helping people achieve their dream of business ownership and coaching them to maximize their profits.
Industry Professional Training & Coaching
Experience
The Entrepreneur's Source of Westchester March 2009 - Present
Needham & Company July 2004 - June 2008
Bear Stearns May 2003 - May 2004
Credit Suisse First Boston February 1997 - May 2003
NatWest Securities 1996 - 1997
Lehman Brothers June 1989 - June 1996
Skills
Franchise Consulting, Entrepreneurship, Small Business, Coaching, Business Planning, Strategic Planning, Start-ups, Start A Business, Business Opportunities, Franchise Opportunities, Franchise Coaching, Franchising, Investments, New Business..., Fundraising, Sales, Leadership Development, Executive Coaching, New Business Development, Business Coaching, Organizational..., Mergers & Acquisitions, Leadership, Strategy, Management Consulting, Executive Management, Team Building, Training, Consulting, Strategic Partnerships, Business Development, Business Strategy, Time Management, Marketing, Management, Marketing Strategy, Career Development, Public Speaking, Lead Generation, Sales Process, Workshop Facilitation, Business, Selling, Career Management, Career Counseling, Recruiting, Nonprofits, Organizational..., Change Management, Staff Development
Education
Baruch College, City University of New York (CUNY) 1981 — 1986
MBA, Finance & Investments
Tufts University 1974 — 1978
B.S., Psychology
The Entrepreneur's Source of Westchester March 2009 - Present
Needham & Company July 2004 - June 2008
Bear Stearns May 2003 - May 2004
Credit Suisse First Boston February 1997 - May 2003
NatWest Securities 1996 - 1997
Lehman Brothers June 1989 - June 1996
Skills
Franchise Consulting, Entrepreneurship, Small Business, Coaching, Business Planning, Strategic Planning, Start-ups, Start A Business, Business Opportunities, Franchise Opportunities, Franchise Coaching, Franchising, Investments, New Business..., Fundraising, Sales, Leadership Development, Executive Coaching, New Business Development, Business Coaching, Organizational..., Mergers & Acquisitions, Leadership, Strategy, Management Consulting, Executive Management, Team Building, Training, Consulting, Strategic Partnerships, Business Development, Business Strategy, Time Management, Marketing, Management, Marketing Strategy, Career Development, Public Speaking, Lead Generation, Sales Process, Workshop Facilitation, Business, Selling, Career Management, Career Counseling, Recruiting, Nonprofits, Organizational..., Change Management, Staff Development
Education
Baruch College, City University of New York (CUNY) 1981 — 1986
MBA, Finance & Investments
Tufts University 1974 — 1978
B.S., Psychology
Jenny Viteritti Jenny Viteritti's Bear Stearns Experience July 1996 - May 2008
Job Vice President at J.P. Morgan: Alternative Investment Services
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
JV Creative Solutions LLC August 2013 - Present
Swiss Re September 2011 - April 2015
JPMorgan Chase May 2008 - September 2011
Bear Stearns July 1996 - May 2008
Deutsche Bank 1995 - 1996
Merrill Lynch 1993 - 1995
Skills
Derivatives, Hedge Funds, Fixed Income, Swaps, Options, Trading, Prime Brokerage, Credit Derivatives, Dodd-Frank, Risk Management, FX Options, Settlement, Bonds, Portfolio Management, Securities, Finance, Relationship Management, Team Building, Cross-functional Team..., Regulatory Compliance, Talent Management, Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1992
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan May 2015 - Present
JV Creative Solutions LLC August 2013 - Present
Swiss Re September 2011 - April 2015
JPMorgan Chase May 2008 - September 2011
Bear Stearns July 1996 - May 2008
Deutsche Bank 1995 - 1996
Merrill Lynch 1993 - 1995
Skills
Derivatives, Hedge Funds, Fixed Income, Swaps, Options, Trading, Prime Brokerage, Credit Derivatives, Dodd-Frank, Risk Management, FX Options, Settlement, Bonds, Portfolio Management, Securities, Finance, Relationship Management, Team Building, Cross-functional Team..., Regulatory Compliance, Talent Management, Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1992
Bachelor of Business Administration (BBA), Finance, General
Jason Stein Jason Stein's Bear Stearns Experience June 2007 - September 2007
Job Senior Consultant in FSO Advisory at Ernst & Young
Industry Accounting
Experience
Ernst & Young October 2012 - Present
Expaticore LLC 2010 - 2011
PSEG June 2008 - September 2008
Bear Stearns June 2007 - September 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Economics, GAAP, Expatriate Management, Payroll, Tax, CPA, Sarbanes-Oxley Act, Sourcing, Expatriate Tax, Government Accounting, CCAR, Stress Testing, Dodd-Frank
Education
The College of William and Mary - The Mason School of Business
Macc, Accounting
Baruch College 2010 — 2011
Business and Economics
University of Michigan 2005 — 2009
Political Science with an emphasis in economics
Ernst & Young October 2012 - Present
Expaticore LLC 2010 - 2011
PSEG June 2008 - September 2008
Bear Stearns June 2007 - September 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Economics, GAAP, Expatriate Management, Payroll, Tax, CPA, Sarbanes-Oxley Act, Sourcing, Expatriate Tax, Government Accounting, CCAR, Stress Testing, Dodd-Frank
Education
The College of William and Mary - The Mason School of Business
Macc, Accounting
Baruch College 2010 — 2011
Business and Economics
University of Michigan 2005 — 2009
Political Science with an emphasis in economics
Lauran Epstein Lauran Epstein's Bear Stearns Experience 1997 - 1998
Job IT Strategy & Innovation for Media and Fine Art
Industry Entertainment
Experience
A+E Networks 2009 - 2013
A+E Networks 2008 - 2009
A+E Networks 2004 - 2008
A+E Networks 1998 - 2004
Bear Stearns 1997 - 1998
CALC Cantebury 1996 - 1997
Corporate Classroom 1992 - 1997
Skills
Digital Media, New Media, Broadcast, Television, Video, Broadcast Television, Digital Asset Management, Content Strategy, Content Management, Digital Strategy, Strategic Partnerships, Entertainment, Social Media, VOD, Digital Marketing, Database Design, Data Visualization, Executive Presentations, Project Management, Program Management, Team Leadership, Staff Development, Instructional Design, Workshop Facilitation, SQL, Consulting
Education
New York University 2014 — 2014
Analytics & Data Visualization
Bard College
Bachelor of Arts (BA), Liberal Arts
Hunter College Graduate School
Sociology, Education
NYU SCPS
Database Management Systems
NetCom
SQL Server
New School for Social Research
Programming
A+E Networks 2009 - 2013
A+E Networks 2008 - 2009
A+E Networks 2004 - 2008
A+E Networks 1998 - 2004
Bear Stearns 1997 - 1998
CALC Cantebury 1996 - 1997
Corporate Classroom 1992 - 1997
Skills
Digital Media, New Media, Broadcast, Television, Video, Broadcast Television, Digital Asset Management, Content Strategy, Content Management, Digital Strategy, Strategic Partnerships, Entertainment, Social Media, VOD, Digital Marketing, Database Design, Data Visualization, Executive Presentations, Project Management, Program Management, Team Leadership, Staff Development, Instructional Design, Workshop Facilitation, SQL, Consulting
Education
New York University 2014 — 2014
Analytics & Data Visualization
Bard College
Bachelor of Arts (BA), Liberal Arts
Hunter College Graduate School
Sociology, Education
NYU SCPS
Database Management Systems
NetCom
SQL Server
New School for Social Research
Programming
Maria Joanta Maria Joanta's Bear Stearns Experience February 2008 - May 2008
Job Finance & Budget Manager at Columbia University in the City of New York
Industry Hospital & Health Care
Experience
Columbia University Medical Center, Department of Psychiatry July 2014 - Present
Columbia University Medical Center, Department of Psychiatry May 2013 - June 2014
Citi July 2010 - March 2013
Microsoft September 2009 - June 2010
Citi March 2009 - June 2010
Bear Stearns February 2008 - May 2008
Merrill Lynch, Global Private September 2007 - December 2007
Skills
Business Analysis, Financial Modeling, Financial Analysis, Cross-functional Team..., Analysis, Management, Finance, Access, Leadership, Budgets, Investments, Outsourcing, Contract Negotiation, Trading, Business Process, Project Planning, Banking, Vendor Management, Accounting, Risk Management, Strategy, Financial Reporting, Data Analysis, Portfolio Management, Project Management, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MBA, Finance and Information Systems
Baruch College, City University of New York (CUNY) 2005 — 2008
Bachelor, Business Administration; Finance & Investments
Columbia University Medical Center, Department of Psychiatry July 2014 - Present
Columbia University Medical Center, Department of Psychiatry May 2013 - June 2014
Citi July 2010 - March 2013
Microsoft September 2009 - June 2010
Citi March 2009 - June 2010
Bear Stearns February 2008 - May 2008
Merrill Lynch, Global Private September 2007 - December 2007
Skills
Business Analysis, Financial Modeling, Financial Analysis, Cross-functional Team..., Analysis, Management, Finance, Access, Leadership, Budgets, Investments, Outsourcing, Contract Negotiation, Trading, Business Process, Project Planning, Banking, Vendor Management, Accounting, Risk Management, Strategy, Financial Reporting, Data Analysis, Portfolio Management, Project Management, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MBA, Finance and Information Systems
Baruch College, City University of New York (CUNY) 2005 — 2008
Bachelor, Business Administration; Finance & Investments
Michael Braten Michael Braten's Bear Stearns Experience 2000 - 2007
Job SAS Programming Professional
Industry Information Services
Experience
JPMorgan Chase 2013 - 2013
NYS Dept of Health October 2012 - December 2012
Bear Stearns 2000 - 2007
Various Consulting firms. October 1995 - October 2000
VNS NY 1998 - 1999
Skills
SAS/SQL, SAS, Databases, DB2, Healthcare, MVS, Mainframe, SQL, JCL, Visio, Data Management, TSO, VSAM, Data Analysis, Data Mining, IBM Mainframe, ISPF, SAS programming, SDLC, COBOL, Access, Analytics, ETL, Data Warehousing, Business Analysis, Disaster Recovery, Predictive Analytics, Enterprise Architecture, Integration, Unix, CICS, Database Design, Analysis, Business Intelligence, SAS Programming, Consulting, Information Technology
Education
Baruch College, City University of New York (CUNY) 1983 — 1984
Certificate, Computer Programming (SCE)
Baruch College, City University of New York (CUNY) 1982 — 1983
Cerificate, Computer Programming
The Graduate Center, City University of New York 1975 — 1981
MA, Political Science
Yeshiva University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Jewish day school 1961 — 1966
JPMorgan Chase 2013 - 2013
NYS Dept of Health October 2012 - December 2012
Bear Stearns 2000 - 2007
Various Consulting firms. October 1995 - October 2000
VNS NY 1998 - 1999
Skills
SAS/SQL, SAS, Databases, DB2, Healthcare, MVS, Mainframe, SQL, JCL, Visio, Data Management, TSO, VSAM, Data Analysis, Data Mining, IBM Mainframe, ISPF, SAS programming, SDLC, COBOL, Access, Analytics, ETL, Data Warehousing, Business Analysis, Disaster Recovery, Predictive Analytics, Enterprise Architecture, Integration, Unix, CICS, Database Design, Analysis, Business Intelligence, SAS Programming, Consulting, Information Technology
Education
Baruch College, City University of New York (CUNY) 1983 — 1984
Certificate, Computer Programming (SCE)
Baruch College, City University of New York (CUNY) 1982 — 1983
Cerificate, Computer Programming
The Graduate Center, City University of New York 1975 — 1981
MA, Political Science
Yeshiva University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Jewish day school 1961 — 1966
David Romoff David Romoff's Bear Stearns Experience January 2007 - June 2008
Job Analyst at AIG
Industry Insurance
Experience
Chartis February 2011 - Present
Columbia University January 2009 - February 2011
NuVerse Advisors LLC June 2008 - January 2010
New York Life Insurance Company 2010 - 2010
Bear Stearns January 2007 - June 2008
Skills
Matlab, vba, Risk Analytics, Strategic Financial..., VBA
Education
Columbia University in the City of New York 2009 — 2010
MS, Actuarial Science
Baruch College, City University of New York (CUNY) 2003 — 2006
MBA, Finance
University at Albany, SUNY 1994 — 1998
BA, Philosophy & Psychology
Jim Liew's Stat Arb Class
Chartis February 2011 - Present
Columbia University January 2009 - February 2011
NuVerse Advisors LLC June 2008 - January 2010
New York Life Insurance Company 2010 - 2010
Bear Stearns January 2007 - June 2008
Skills
Matlab, vba, Risk Analytics, Strategic Financial..., VBA
Education
Columbia University in the City of New York 2009 — 2010
MS, Actuarial Science
Baruch College, City University of New York (CUNY) 2003 — 2006
MBA, Finance
University at Albany, SUNY 1994 — 1998
BA, Philosophy & Psychology
Jim Liew's Stat Arb Class
Edmond Kiregian's Bear Stearns Experience July 2007 - June 2008
Job Associate at JPMorgan
Industry Financial Services
Experience
JPMorgan July 2008 - Present
Bear Stearns July 2007 - June 2008
AmeriMerchant June 2006 - December 2006
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Marketing, Finance, English
JPMorgan July 2008 - Present
Bear Stearns July 2007 - June 2008
AmeriMerchant June 2006 - December 2006
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Marketing, Finance, English
Patrick Healy Patrick Healy's Bear Stearns Experience December 1998 - June 2000
Job Disrupter | Innovator | Management | Marketing | Technology | Operations | Digital
Industry Management Consulting
Experience
Phacient April 2010 - Present
Lucky Strikers Social Media Club February 2010 - Present
The Pivot Conference October 2011 - October 2014
Onboard Informatics April 2006 - April 2010
Hill Holliday Advertising January 2006 - March 2006
Euro RSCG March 2001 - January 2005
The Capital Markets Company June 2000 - January 2001
Bear Stearns December 1998 - June 2000
Merrill Lynch January 1997 - December 1998
New York Consulting Partners June 1995 - January 1997
Skills
Marketing Strategy, Online Marketing, Digital Strategy, User Experience, Product Management, Product Development, Business Relationship..., Marketing Management, Operations Management, Microsoft Office, Strategic Sourcing, HTML, Salesforce.com, Social Media, Facebook, Competitive Intelligence, Technology Evaluation, Analytics, Vendor Management, Process Improvement, Corporate Branding, Corporate Communications, Competitive Analysis, Pricing Strategy, Content Strategy, Web Project Management, Strategic Partnerships, Real Estate, Training, Customer Engagement, Data Integration, Collaboration Solutions, Networking, SEO, Social Networking, WordPress, Start-ups, Public Speaking, Content Marketing, SMB, Small Business, Business Networking, Project Management, Localization, Google+, Google Products, Leadership, Online Reputation..., CRM, Social Media Marketing
Education
City University of New York-Baruch College 1997 — 2000
MBA
State University of New York at Stony Brook 1991 — 1995
BA
New Milford High School 1987 — 1991
Graduated
Phacient April 2010 - Present
Lucky Strikers Social Media Club February 2010 - Present
The Pivot Conference October 2011 - October 2014
Onboard Informatics April 2006 - April 2010
Hill Holliday Advertising January 2006 - March 2006
Euro RSCG March 2001 - January 2005
The Capital Markets Company June 2000 - January 2001
Bear Stearns December 1998 - June 2000
Merrill Lynch January 1997 - December 1998
New York Consulting Partners June 1995 - January 1997
Skills
Marketing Strategy, Online Marketing, Digital Strategy, User Experience, Product Management, Product Development, Business Relationship..., Marketing Management, Operations Management, Microsoft Office, Strategic Sourcing, HTML, Salesforce.com, Social Media, Facebook, Competitive Intelligence, Technology Evaluation, Analytics, Vendor Management, Process Improvement, Corporate Branding, Corporate Communications, Competitive Analysis, Pricing Strategy, Content Strategy, Web Project Management, Strategic Partnerships, Real Estate, Training, Customer Engagement, Data Integration, Collaboration Solutions, Networking, SEO, Social Networking, WordPress, Start-ups, Public Speaking, Content Marketing, SMB, Small Business, Business Networking, Project Management, Localization, Google+, Google Products, Leadership, Online Reputation..., CRM, Social Media Marketing
Education
City University of New York-Baruch College 1997 — 2000
MBA
State University of New York at Stony Brook 1991 — 1995
BA
New Milford High School 1987 — 1991
Graduated
Jaclyn Bassett Jaclyn Bassett's Bear Stearns Experience June 2008 - June 2008
Job Former Manager, Marketing Strategy at Jewelry Television
Industry Retail
Experience
Jewelry Television August 2012 - February 2014
RBC Capital Markets February 2010 - August 2012
Verition Fund Management, LLC June 2008 - February 2010
Bear Stearns June 2008 - June 2008
Bear Stearns 2007 - 2008
Bear Stearns - Dallas June 2007 - August 2007
MSNBC May 2006 - December 2006
Skills
Marketing, Marketing Strategy, Competitive Analysis, Social Media Marketing, Market Research, Hedge Funds, Marketing Communications, Digital Marketing, Business Development, Online Advertising, Financial Modeling, Email Marketing, Strategic Planning
Education
Barnard College 2004 — 2008
BA, Economic History
Columbia University in the City of New York 2004 — 2008
BA, Economic History
King's College London 2007 — 2007
NA, War Studies, Geography
Jewelry Television August 2012 - February 2014
RBC Capital Markets February 2010 - August 2012
Verition Fund Management, LLC June 2008 - February 2010
Bear Stearns June 2008 - June 2008
Bear Stearns 2007 - 2008
Bear Stearns - Dallas June 2007 - August 2007
MSNBC May 2006 - December 2006
Skills
Marketing, Marketing Strategy, Competitive Analysis, Social Media Marketing, Market Research, Hedge Funds, Marketing Communications, Digital Marketing, Business Development, Online Advertising, Financial Modeling, Email Marketing, Strategic Planning
Education
Barnard College 2004 — 2008
BA, Economic History
Columbia University in the City of New York 2004 — 2008
BA, Economic History
King's College London 2007 — 2007
NA, War Studies, Geography
Lou Ferro Lou Ferro's Bear Stearns Experience 1984 - 1987
Job SVP Audit Services at KBA Lease Services
Industry Real Estate
Experience
KBA Lease Services 1990 - Present
Bear Stearns 1984 - 1987
Price Waterhouse 1981 - 1984
Skills
Leases, Landlords, Commercial Real Estate, Corporate Real Estate, Tenant, Auditing, Financial Analysis, Lease Administration, Real Estate, Due Diligence
Education
Baruch College, City University of New York (CUNY) 1978 — 1981
BBA, Accountancy
KBA Lease Services 1990 - Present
Bear Stearns 1984 - 1987
Price Waterhouse 1981 - 1984
Skills
Leases, Landlords, Commercial Real Estate, Corporate Real Estate, Tenant, Auditing, Financial Analysis, Lease Administration, Real Estate, Due Diligence
Education
Baruch College, City University of New York (CUNY) 1978 — 1981
BBA, Accountancy
Nahum Chiu Nahum Chiu's Bear Stearns Experience March 2000 - June 2008
Job Client Services Manager at The Calhoun School
Industry Information Technology and Services
Experience
The Calhoun School May 2010 - Present
MerrittOne Technologies August 2008 - Present
JPMorgan Chase May 2008 - October 2008
Bear Stearns March 2000 - June 2008
BMO Nesbitt Burns December 1998 - March 2000
Kramer Levin Naftalis & Frankel LLP April 1994 - December 1998
Skills
Windows, VPN, Network Administration, Vendor Management, Project Management, Outlook, Troubleshooting, Disaster Recovery, ITIL, Asset Managment, Process Improvement, Microsoft Office, Networking, Software Documentation, Business Analysis, Technical Support, Microsoft Exchange, IT Management, Virtualization, Windows Server, Cloud Computing, Infrastructure, VoIP
Education
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA
The Calhoun School May 2010 - Present
MerrittOne Technologies August 2008 - Present
JPMorgan Chase May 2008 - October 2008
Bear Stearns March 2000 - June 2008
BMO Nesbitt Burns December 1998 - March 2000
Kramer Levin Naftalis & Frankel LLP April 1994 - December 1998
Skills
Windows, VPN, Network Administration, Vendor Management, Project Management, Outlook, Troubleshooting, Disaster Recovery, ITIL, Asset Managment, Process Improvement, Microsoft Office, Networking, Software Documentation, Business Analysis, Technical Support, Microsoft Exchange, IT Management, Virtualization, Windows Server, Cloud Computing, Infrastructure, VoIP
Education
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA
Eva Yip Eva Yip's Bear Stearns Experience April 2007 - June 2008
Job PwC Workday Consultant
Industry Financial Services
Experience
PwC December 2012 - Present
PwC May 2011 - November 2012
JPMorgan Chase August 2010 - July 2011
JP Morgan Chase June 2008 - September 2010
Bear Stearns April 2007 - June 2008
FINRA 2006 - 2007
Skills
Training, Human Resources, Private Equity, Financial Analysis, Talent Management, Process Improvement, Business Analysis, Project Management, Organizational Design, Change Management, Recruiting, Leadership, PeopleSoft, Project Planning, Workforce Planning, Microsoft Office, Onboarding, Organizational..., Communication, Oracle Applications, UPK, Operational Compliance, Management Consulting
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Human Resources Management and Services
PwC December 2012 - Present
PwC May 2011 - November 2012
JPMorgan Chase August 2010 - July 2011
JP Morgan Chase June 2008 - September 2010
Bear Stearns April 2007 - June 2008
FINRA 2006 - 2007
Skills
Training, Human Resources, Private Equity, Financial Analysis, Talent Management, Process Improvement, Business Analysis, Project Management, Organizational Design, Change Management, Recruiting, Leadership, PeopleSoft, Project Planning, Workforce Planning, Microsoft Office, Onboarding, Organizational..., Communication, Oracle Applications, UPK, Operational Compliance, Management Consulting
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Human Resources Management and Services
Robert Athas Robert Athas's Bear Stearns Experience May 2000 - October 2003
Job Vice President at Hudson Ferry Capital
Industry Venture Capital & Private Equity
Experience
Hudson Ferry Capital January 2013 - Present
KPMG Corporate Finance October 2012 - December 2012
KPMG Corporate Finance October 2010 - October 2012
Cross Keys Capital September 2008 - October 2010
Babson College 2008 - 2009
Bank of New York Mellon September 2004 - May 2007
Bear Stearns May 2000 - October 2003
Skills
Private Equity, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Venture Capital, Due Diligence, Mergers, Financial Analysis, Capital Markets, Equities, Investments, Capital IQ, Business Valuation, Bloomberg, Hedge Funds, M&A experience, Finance, Emerging Markets, Asset Managment
Education
Babson College 2007 — 2008
MBA, Finance and Strategy
University of Rhode Island 2000 — 2004
Bachelor of Science (BS), Finance and Economics
Weston High School
Hudson Ferry Capital January 2013 - Present
KPMG Corporate Finance October 2012 - December 2012
KPMG Corporate Finance October 2010 - October 2012
Cross Keys Capital September 2008 - October 2010
Babson College 2008 - 2009
Bank of New York Mellon September 2004 - May 2007
Bear Stearns May 2000 - October 2003
Skills
Private Equity, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Venture Capital, Due Diligence, Mergers, Financial Analysis, Capital Markets, Equities, Investments, Capital IQ, Business Valuation, Bloomberg, Hedge Funds, M&A experience, Finance, Emerging Markets, Asset Managment
Education
Babson College 2007 — 2008
MBA, Finance and Strategy
University of Rhode Island 2000 — 2004
Bachelor of Science (BS), Finance and Economics
Weston High School
James Rabel James Rabel's Bear Stearns Experience June 2003 - August 2003
Job Math Teacher
Industry Education Management
Experience
National Heritage Academies May 2015 - Present
Anne M Dorner Middle School December 2014 - March 2015
Success Academy Charter Schools July 2014 - October 2014
Cablevision November 2012 - March 2014
NYC Department of Education September 2011 - June 2012
NYC Department of Education November 2010 - May 2011
Weitz & Luxenberg March 2010 - July 2010
HSBC October 2009 - January 2010
Lehman Brothers April 2005 - January 2006
Bear Stearns June 2003 - August 2003
Skills
Microsoft Office, Mac OS X, Windows, Microsoft Excel, Databases, Outlook, Access, PowerPoint, Public Speaking, Microsoft Word, Teaching, Social Networking, Data Analysis, Accounting, Analysis, Troubleshooting, Administration, Training
Education
City University of New York-Brooklyn College 2011 — 2014
Master of Science in Education, Middle School Mathematics Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
National Heritage Academies May 2015 - Present
Anne M Dorner Middle School December 2014 - March 2015
Success Academy Charter Schools July 2014 - October 2014
Cablevision November 2012 - March 2014
NYC Department of Education September 2011 - June 2012
NYC Department of Education November 2010 - May 2011
Weitz & Luxenberg March 2010 - July 2010
HSBC October 2009 - January 2010
Lehman Brothers April 2005 - January 2006
Bear Stearns June 2003 - August 2003
Skills
Microsoft Office, Mac OS X, Windows, Microsoft Excel, Databases, Outlook, Access, PowerPoint, Public Speaking, Microsoft Word, Teaching, Social Networking, Data Analysis, Accounting, Analysis, Troubleshooting, Administration, Training
Education
City University of New York-Brooklyn College 2011 — 2014
Master of Science in Education, Middle School Mathematics Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Amanda A. Williams's Bear Stearns Experience July 2006 - August 2006
Job Benefits Sr. Analyst at the Federal Reserve System Office of Employee Benefits
Industry Human Resources
Experience
Federal Reserve System March 2015 - Present
Master Cutlery October 2014 - March 2015
MetroPlus Health Plan June 2012 - June 2014
Avon December 2009 - December 2011
Standard & Poor's May 2011 - August 2011
Standard & Poor's June 2010 - April 2011
Bear Stearns July 2006 - August 2006
NYC Department of Education July 2004 - August 2004
Skills
Access, Microsoft Excel, PeopleSoft, Outlook, Accounting, PowerPoint, Human Resources, Microsoft Word, Customer Service, Financial Analysis, Microsoft Office, Financial Reporting, Leadership, Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2014
Bachelor of Business Administration (B.B.A.), Economics, Minor in Sociology
James Madison High School 2003 — 2007
Advanced Regents Diploma, Finance
Federal Reserve System March 2015 - Present
Master Cutlery October 2014 - March 2015
MetroPlus Health Plan June 2012 - June 2014
Avon December 2009 - December 2011
Standard & Poor's May 2011 - August 2011
Standard & Poor's June 2010 - April 2011
Bear Stearns July 2006 - August 2006
NYC Department of Education July 2004 - August 2004
Skills
Access, Microsoft Excel, PeopleSoft, Outlook, Accounting, PowerPoint, Human Resources, Microsoft Word, Customer Service, Financial Analysis, Microsoft Office, Financial Reporting, Leadership, Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2014
Bachelor of Business Administration (B.B.A.), Economics, Minor in Sociology
James Madison High School 2003 — 2007
Advanced Regents Diploma, Finance
Shajal Miah Shajal Miah's Bear Stearns Experience October 2006 - March 2008
Job Technical Architect at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch August 2013 - Present
JPMorganChase March 2008 - August 2013
BEAR STEARNS October 2006 - March 2008
CITIGROUP August 2004 - October 2006
GOLDMAN SACHS New York, NY June 1998 - August 2004
Skills
SDLC, Unix, Web Applications, Fixed Income, Equities, Trading Systems, Sybase, Business Analysis, Derivatives, Vendor Management, Electronic Trading, Risk Management, Capital Markets, Market Data, IT Strategy, Financial Services, Web Services, Data Analysis, Project Management, Market Risk
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
BBA, Computer Information Systems
Bank of America Merrill Lynch August 2013 - Present
JPMorganChase March 2008 - August 2013
BEAR STEARNS October 2006 - March 2008
CITIGROUP August 2004 - October 2006
GOLDMAN SACHS New York, NY June 1998 - August 2004
Skills
SDLC, Unix, Web Applications, Fixed Income, Equities, Trading Systems, Sybase, Business Analysis, Derivatives, Vendor Management, Electronic Trading, Risk Management, Capital Markets, Market Data, IT Strategy, Financial Services, Web Services, Data Analysis, Project Management, Market Risk
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
BBA, Computer Information Systems
Charles Bernard's Bear Stearns Experience October 2000 - August 2008
Job Manager Speaker Bureau
Industry Marketing and Advertising
Experience
IntraMed Educational Group June 2014 - Present
IntraMed Educational Group April 2013 - June 2014
IntraMed Educational Group November 2011 - April 2013
KnowledgePoint360 Group April 2009 - September 2011
Bear Stearns October 2000 - August 2008
Lehman Brothers Bank 1998 - 2000
Merrill Lynch January 1990 - January 1998
Skills
Vendor Management, Project Management, Customer Service, Process Improvement, Management, Team Building, Recruiting, Training, Outlook, Leadership, CRM, Event Planning, PowerPoint, Social Media Marketing, Marketing, Human Resources, Sales, Competitive Analysis, New Business Development, Time Management, Public Speaking
Education
City University of New York-Baruch College
BA, Corporate Communications
Julia Richman High School
High School Diploma, Humanities
IntraMed Educational Group June 2014 - Present
IntraMed Educational Group April 2013 - June 2014
IntraMed Educational Group November 2011 - April 2013
KnowledgePoint360 Group April 2009 - September 2011
Bear Stearns October 2000 - August 2008
Lehman Brothers Bank 1998 - 2000
Merrill Lynch January 1990 - January 1998
Skills
Vendor Management, Project Management, Customer Service, Process Improvement, Management, Team Building, Recruiting, Training, Outlook, Leadership, CRM, Event Planning, PowerPoint, Social Media Marketing, Marketing, Human Resources, Sales, Competitive Analysis, New Business Development, Time Management, Public Speaking
Education
City University of New York-Baruch College
BA, Corporate Communications
Julia Richman High School
High School Diploma, Humanities
Marie J Fasano Marie J Fasano's Bear Stearns Experience May 2006 - March 2008
Job Vice President/Project Manager
Industry Information Technology and Services
Experience
JPMorgan Chase 2006 - Present
Bear Stearns May 2006 - March 2008
JP Morgan Chase May 1990 - March 2006
Goldman Sachs May 1985 - May 1990
Sterling Software May 1985 - May 1987
Education
Villanova University 2006 — 2006
Certificate
Baruch College, City University of New York (CUNY) 1985 — 1987
non matric
SUNY at Farmingdale 1975 — 1977
AAS
JPMorgan Chase 2006 - Present
Bear Stearns May 2006 - March 2008
JP Morgan Chase May 1990 - March 2006
Goldman Sachs May 1985 - May 1990
Sterling Software May 1985 - May 1987
Education
Villanova University 2006 — 2006
Certificate
Baruch College, City University of New York (CUNY) 1985 — 1987
non matric
SUNY at Farmingdale 1975 — 1977
AAS
Ana Luisa Lantigua, CPA's Bear Stearns Experience 2000 - 2003
Job Manager at Swart Baumruk & Company LLP
Industry Accounting
Experience
Swart Baumruk & Company LLP July 2009 - Present
Bear Stearns 2000 - 2003
Funaro & Company 1995 - 1999
Kiska Developers 1990 - 1995
Skills
Tax, GAAP
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
BBA, Public Accounting
Swart Baumruk & Company LLP July 2009 - Present
Bear Stearns 2000 - 2003
Funaro & Company 1995 - 1999
Kiska Developers 1990 - 1995
Skills
Tax, GAAP
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
BBA, Public Accounting
Steven Medley Steven Medley's Bear Stearns Experience 1996 - 2006
Job Marketing Research & Reporting Specialist at Garvey Schubert Barer
Industry Legal Services
Experience
Garvey Schubert Barer April 2015 - Present
LAC Group January 2013 - April 2015
Manatt, Phelps & Phillips May 2011 - April 2015
Ernst & Young May 2007 - June 2010
Bear Stearns 1996 - 2006
Disclosure, Inc. June 1993 - May 1997
Gymnazium Havirov September 1991 - September 1992
Skills
Knowledge Management, Competitive Intelligence, Information Management, Business Analysis, Research, Taxonomy, Litigation Support, Market Data, Project Management, Knowledge Sharing, Library Management, Management, Library, Market Research, Legal Research, Due Diligence, Competitive Analysis, Business Intelligence, Lexis, Business Development, Content Management, Electronic Resources, Westlaw, Supplier Negotiation, Legal Project Management, Library 2.0, Capital IQ, Financial Research, Law Librarianship, Media Research, News Analysis, Digital Libraries, Manzama, Bloomberg Law, Information Audit, Cost Reduction..., Contract Negotiation, Strategy, CRM, Training, Analytics, Big Data
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Masters of Science, Business Information Systems
Excelsior College 1997 — 1998
Bachelor of Arts, Communication & Political Science
California State University-Long Beach 1988 — 1992
Journalism
Garvey Schubert Barer April 2015 - Present
LAC Group January 2013 - April 2015
Manatt, Phelps & Phillips May 2011 - April 2015
Ernst & Young May 2007 - June 2010
Bear Stearns 1996 - 2006
Disclosure, Inc. June 1993 - May 1997
Gymnazium Havirov September 1991 - September 1992
Skills
Knowledge Management, Competitive Intelligence, Information Management, Business Analysis, Research, Taxonomy, Litigation Support, Market Data, Project Management, Knowledge Sharing, Library Management, Management, Library, Market Research, Legal Research, Due Diligence, Competitive Analysis, Business Intelligence, Lexis, Business Development, Content Management, Electronic Resources, Westlaw, Supplier Negotiation, Legal Project Management, Library 2.0, Capital IQ, Financial Research, Law Librarianship, Media Research, News Analysis, Digital Libraries, Manzama, Bloomberg Law, Information Audit, Cost Reduction..., Contract Negotiation, Strategy, CRM, Training, Analytics, Big Data
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Masters of Science, Business Information Systems
Excelsior College 1997 — 1998
Bachelor of Arts, Communication & Political Science
California State University-Long Beach 1988 — 1992
Journalism
Gaby Cucu Gaby Cucu's Bear Stearns Experience January 2008 - February 2008
Job Senior Manager of Operations at American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross November 2008 - Present
American Red Cross November 2008 - Present
Bear Stearns January 2008 - February 2008
Citi July 2007 - January 2008
Citigroup June 2007 - October 2007
Solomon Smith Barney January 2007 - June 2007
DHL July 2005 - January 2007
Exit Realty September 2004 - May 2005
Paine Webber October 2000 - June 2001
Education
Baruch College 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Baruch College, Zicklin School of Business
Bachelor of Business Administration, Finance and Investments
American Red Cross November 2008 - Present
American Red Cross November 2008 - Present
Bear Stearns January 2008 - February 2008
Citi July 2007 - January 2008
Citigroup June 2007 - October 2007
Solomon Smith Barney January 2007 - June 2007
DHL July 2005 - January 2007
Exit Realty September 2004 - May 2005
Paine Webber October 2000 - June 2001
Education
Baruch College 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Baruch College, Zicklin School of Business
Bachelor of Business Administration, Finance and Investments
James Peters James Peters's Bear Stearns Experience November 1992 - January 1995
Job
Industry Financial Services
Experience
Kurtosys Systems September 2013 - January 2015
Thomson Reuters January 2010 - July 2013
Thomson Reuters February 2006 - January 2010
Citigroup Asset Management November 2004 - February 2006
Reuters January 1995 - November 2004
Fairfield University September 2000 - December 2000
Bear Stearns November 1992 - January 1995
Stratus Computer 1988 - 1992
DRC 1987 - 1988
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1992
MBA, Business Administration and Management, General
Bentley University 1982 — 1986
BS, CIS
Creighton University 2010 — 2016
MSAPM, Finance, General
American School of London
High School
American School in Japan
Kurtosys Systems September 2013 - January 2015
Thomson Reuters January 2010 - July 2013
Thomson Reuters February 2006 - January 2010
Citigroup Asset Management November 2004 - February 2006
Reuters January 1995 - November 2004
Fairfield University September 2000 - December 2000
Bear Stearns November 1992 - January 1995
Stratus Computer 1988 - 1992
DRC 1987 - 1988
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1992
MBA, Business Administration and Management, General
Bentley University 1982 — 1986
BS, CIS
Creighton University 2010 — 2016
MSAPM, Finance, General
American School of London
High School
American School in Japan
Joshua Schutt Joshua Schutt's Bear Stearns Experience June 2007 - June 2008
Job Commercial Operations Finance Manager at bioMerieux
Industry Biotechnology
Experience
bioMerieux April 2015 - Present
bioMerieux April 2014 - April 2015
bioMerieux April 2013 - April 2014
bioMerieux July 2011 - April 2013
Credit Suisse July 2008 - July 2011
Bear Stearns June 2007 - June 2008
Education
University of North Carolina 2009 — 2011
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance
bioMerieux April 2015 - Present
bioMerieux April 2014 - April 2015
bioMerieux April 2013 - April 2014
bioMerieux July 2011 - April 2013
Credit Suisse July 2008 - July 2011
Bear Stearns June 2007 - June 2008
Education
University of North Carolina 2009 — 2011
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance
Antonella D'Aniello Antonella D'Aniello's Bear Stearns Experience June 2005 - July 2007
Job Recruiting at Bloomberg LP
Industry Human Resources
Experience
Bloomberg LP October 2012 - Present
Deutsche Bank July 2007 - April 2012
Bear Stearns June 2005 - July 2007
UBS Financial Services Inc February 2004 - June 2005
Skills
Derivatives, Equities, Fixed Income, Trading, Portfolio Management
Education
Baruch College 2010 — 2013
CAPS Certificate Human resources Management, Human Resources Management and Services
Fordham University 2000 — 2004
BA, Economics
Bloomberg LP October 2012 - Present
Deutsche Bank July 2007 - April 2012
Bear Stearns June 2005 - July 2007
UBS Financial Services Inc February 2004 - June 2005
Skills
Derivatives, Equities, Fixed Income, Trading, Portfolio Management
Education
Baruch College 2010 — 2013
CAPS Certificate Human resources Management, Human Resources Management and Services
Fordham University 2000 — 2004
BA, Economics
Camilo Machado Camilo Machado's Bear Stearns Experience 1997 - 2001
Job Creative Director at Harte Hanks
Industry Marketing and Advertising
Experience
Harte Hanks May 2014 - Present
Consulting January 2014 - May 2014
3 Birds Marketing August 2011 - January 2014
Epic Brand Group 2014 - 2014
Epic Brand Group 2014 - 2014
MicroMass August 2008 - July 2010
The Creative Group March 2008 - August 2008
JWT 2001 - 2007
Bear Stearns 1997 - 2001
Skills
Art Direction, Graphic Design, Direct Marketing, Adobe Creative Suite, Dreamweaver, Wordpress, Internet Marketing, Advertising, Web Marketing, WordPress, Strategy, Social Media Marketing, Creative Direction, Integrated Marketing, Digital Marketing, Marketing, Brand Development, InDesign, Online Marketing
Education
Baruch College, City University of New York (CUNY)
Marketing
School of Visual Arts
Graphic Design, Art Direction, Copywriting
Harte Hanks May 2014 - Present
Consulting January 2014 - May 2014
3 Birds Marketing August 2011 - January 2014
Epic Brand Group 2014 - 2014
Epic Brand Group 2014 - 2014
MicroMass August 2008 - July 2010
The Creative Group March 2008 - August 2008
JWT 2001 - 2007
Bear Stearns 1997 - 2001
Skills
Art Direction, Graphic Design, Direct Marketing, Adobe Creative Suite, Dreamweaver, Wordpress, Internet Marketing, Advertising, Web Marketing, WordPress, Strategy, Social Media Marketing, Creative Direction, Integrated Marketing, Digital Marketing, Marketing, Brand Development, InDesign, Online Marketing
Education
Baruch College, City University of New York (CUNY)
Marketing
School of Visual Arts
Graphic Design, Art Direction, Copywriting
Fran Smyth Fran Smyth's Bear Stearns Experience 1994 - 2001
Job Consultant through Reserve at NYC Department of Information Technology & Telecommunications
Industry Nonprofit Organization Management
Experience
NYC Department of Information Technology & Telecommunications January 2014 - Present
Green:Inspired:Art January 2013 - Present
FWA NY September 2008 - May 2014
Arts & Business Council of New York March 2007 - September 2012
Cooper-Hewitt, National Design Museum 1988 - 2010
Advantageware 2001 - 2006
Bear Stearns 1994 - 2001
PRT 1991 - 1994
CSC Theatre 1985 - 1992
Metropolitan Life Insurance Company 1974 - 1991
Skills
Volunteer Management, Event Management, Grants, Fundraising, Capacity Building, Public Speaking, Research, Strategic Planning, Event Planning, Grant Writing, Arts Administration, Program Development, Non-profits, Community Outreach, Microsoft Office, Nonprofits, Budgets, Staff Development, Blogging, Project Management, Community Development, Proposal Writing, Social Media, Marketing, Philanthropy, Art, Board Development, Editing, Museums, Stewardship, Public Relations, Teaching, History, Program Evaluation, Annual Giving, Organizational..., Strategic Communications, Press Releases, Higher Education, Curating, Social Networking, Non-profit..., Publicity, Fundraisers
Education
Baruch College 1970 — 1973
MBA, Management
NYU - Polytech 1959 — 1963
BS, Mathematics
NYC Department of Information Technology & Telecommunications January 2014 - Present
Green:Inspired:Art January 2013 - Present
FWA NY September 2008 - May 2014
Arts & Business Council of New York March 2007 - September 2012
Cooper-Hewitt, National Design Museum 1988 - 2010
Advantageware 2001 - 2006
Bear Stearns 1994 - 2001
PRT 1991 - 1994
CSC Theatre 1985 - 1992
Metropolitan Life Insurance Company 1974 - 1991
Skills
Volunteer Management, Event Management, Grants, Fundraising, Capacity Building, Public Speaking, Research, Strategic Planning, Event Planning, Grant Writing, Arts Administration, Program Development, Non-profits, Community Outreach, Microsoft Office, Nonprofits, Budgets, Staff Development, Blogging, Project Management, Community Development, Proposal Writing, Social Media, Marketing, Philanthropy, Art, Board Development, Editing, Museums, Stewardship, Public Relations, Teaching, History, Program Evaluation, Annual Giving, Organizational..., Strategic Communications, Press Releases, Higher Education, Curating, Social Networking, Non-profit..., Publicity, Fundraisers
Education
Baruch College 1970 — 1973
MBA, Management
NYU - Polytech 1959 — 1963
BS, Mathematics
Eric Sedransk Eric Sedransk's Bear Stearns Experience August 2006 - June 2008
Job Head of Business Development and Partnerships at StumbleUpon
Industry Internet
Experience
StumbleUpon June 2014 - Present
Babson Summer Venture Program May 2013 - August 2013
Thrillist June 2011 - September 2012
The Early Birdie November 2009 - September 2012
Kinsell, Newcomb & De Dios, Inc. December 2009 - January 2011
Bear Stearns August 2006 - June 2008
Skills
Strategic Partnerships, Social Media, Financial Modeling, Digital Media, Social Media Marketing, Hedge Funds, Mergers, Start-ups, Investments, Entrepreneurship, New Business Development, Online Advertising, Facebook, Golf, Management Consulting, Business Development, Management, Sales, Brand Management, Strategy, Market Research, Sports, Competitive Analysis, Public Speaking, Marketing Strategy, Business Strategy, Marketing, International Business, E-commerce, Online Marketing, Digital Marketing, Digital Strategy, Sponsorship, Leadership, Team Leadership, Email Marketing, Social Networking, Lead Generation
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Tulane University - A.B. Freeman School of Business 2002 — 2006
B.S., Finance and Management
New York University - Leonard N. Stern School of Business 2006 — 2006
BS, Finance, Management
The University of Queensland 2005 — 2005
Study Abroad, International Business
Horace Greeley High School 1998 — 2002
Chappaqua, New York
StumbleUpon June 2014 - Present
Babson Summer Venture Program May 2013 - August 2013
Thrillist June 2011 - September 2012
The Early Birdie November 2009 - September 2012
Kinsell, Newcomb & De Dios, Inc. December 2009 - January 2011
Bear Stearns August 2006 - June 2008
Skills
Strategic Partnerships, Social Media, Financial Modeling, Digital Media, Social Media Marketing, Hedge Funds, Mergers, Start-ups, Investments, Entrepreneurship, New Business Development, Online Advertising, Facebook, Golf, Management Consulting, Business Development, Management, Sales, Brand Management, Strategy, Market Research, Sports, Competitive Analysis, Public Speaking, Marketing Strategy, Business Strategy, Marketing, International Business, E-commerce, Online Marketing, Digital Marketing, Digital Strategy, Sponsorship, Leadership, Team Leadership, Email Marketing, Social Networking, Lead Generation
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Tulane University - A.B. Freeman School of Business 2002 — 2006
B.S., Finance and Management
New York University - Leonard N. Stern School of Business 2006 — 2006
BS, Finance, Management
The University of Queensland 2005 — 2005
Study Abroad, International Business
Horace Greeley High School 1998 — 2002
Chappaqua, New York
Boris Boroda's Bear Stearns Experience 2002 - 2003
Job
Industry Hospital & Health Care
Experience
AbilTo July 2015 - Present
AD60 INC December 2014 - July 2015
Collective January 2012 - December 2014
Collective December 2007 - 2011
Solbright 2003 - 2007
Bear Stearns 2002 - 2003
Solbright 2000 - 2002
Citigroup 1997 - 2000
Skills
Agile Methodologies, Digital Media, Online Advertising, Ruby, MySQL, Perl, Digital Marketing, Java, Software Development, Digital Strategy, SQL, PostgreSQL, Ad Serving, Mobile Applications, XML, SaaS, Ruby on Rails, Mobile Devices, Analytics, Unix, Python, Scalability, Team Leadership, Team Management, Strategic Planning, Technology Alignment, Project Management
Education
Carnegie Mellon University 1999 — 2000
Computer Science, Computational Finance
Baruch College, City University of New York (CUNY)
BA, finance, information systems
school 144 in moscow ( :-) )
AbilTo July 2015 - Present
AD60 INC December 2014 - July 2015
Collective January 2012 - December 2014
Collective December 2007 - 2011
Solbright 2003 - 2007
Bear Stearns 2002 - 2003
Solbright 2000 - 2002
Citigroup 1997 - 2000
Skills
Agile Methodologies, Digital Media, Online Advertising, Ruby, MySQL, Perl, Digital Marketing, Java, Software Development, Digital Strategy, SQL, PostgreSQL, Ad Serving, Mobile Applications, XML, SaaS, Ruby on Rails, Mobile Devices, Analytics, Unix, Python, Scalability, Team Leadership, Team Management, Strategic Planning, Technology Alignment, Project Management
Education
Carnegie Mellon University 1999 — 2000
Computer Science, Computational Finance
Baruch College, City University of New York (CUNY)
BA, finance, information systems
school 144 in moscow ( :-) )
Jennifer Kaufman's Bear Stearns Experience October 2005 - April 2006
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
KPMG October 2006 - 2013
Goldman Sachs December 2006 - May 2011
Bear Stearns October 2005 - April 2006
FX Solutions, LLC March 2003 - October 2005
DPM Mellon 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Risk Management, Currency, FX Spot, FX Operations, Trade Operations, Currency Futures, Separately Managed..., Performance Measurement, Performance Attribution, Investment Management, Financial Services, Mutual Funds, Foreign Exchange
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance & International Business
Seton Hall University 1997 — 2001
Bachelor of Science (BSc), Economics
Pope John XXIII 1990 — 1994
Charles Schwab May 2013 - Present
KPMG October 2006 - 2013
Goldman Sachs December 2006 - May 2011
Bear Stearns October 2005 - April 2006
FX Solutions, LLC March 2003 - October 2005
DPM Mellon 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Risk Management, Currency, FX Spot, FX Operations, Trade Operations, Currency Futures, Separately Managed..., Performance Measurement, Performance Attribution, Investment Management, Financial Services, Mutual Funds, Foreign Exchange
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance & International Business
Seton Hall University 1997 — 2001
Bachelor of Science (BSc), Economics
Pope John XXIII 1990 — 1994
Russel Kelner's Bear Stearns Experience June 1988 - September 1993
Job Sr Recruitment Manager at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ November 2013 - Present
Samsung Electronics September 2012 - September 2013
Kimber MFG, Inc. February 2012 - September 2012
JPMorgan Chase August 2011 - February 2012
REO Allegiance February 2011 - July 2011
Metavante September 2008 - February 2009
Honeywell October 2007 - July 2008
Stryker Orthopaedics March 2005 - September 2007
Barclays, CSFB, Goldman Sachs April 1999 - August 2005
Bear Stearns June 1988 - September 1993
Skills
Onboarding, Talent Acquisition, Applicant Tracking..., Human Resources, College Recruiting, Recruiting, HRIS, Internet Recruiting, Technical Recruiting, Talent Management, Employee Relations, Sourcing, Succession Planning, Leadership, Employee Benefits, Coaching, Leadership Development, Deferred Compensation, Handwriting Analysis, OFCCP, EEO, Body Language, interview assessment, Vendor Management
Education
Babson College
BS, Finance, Investments
George School
NASDAQ November 2013 - Present
Samsung Electronics September 2012 - September 2013
Kimber MFG, Inc. February 2012 - September 2012
JPMorgan Chase August 2011 - February 2012
REO Allegiance February 2011 - July 2011
Metavante September 2008 - February 2009
Honeywell October 2007 - July 2008
Stryker Orthopaedics March 2005 - September 2007
Barclays, CSFB, Goldman Sachs April 1999 - August 2005
Bear Stearns June 1988 - September 1993
Skills
Onboarding, Talent Acquisition, Applicant Tracking..., Human Resources, College Recruiting, Recruiting, HRIS, Internet Recruiting, Technical Recruiting, Talent Management, Employee Relations, Sourcing, Succession Planning, Leadership, Employee Benefits, Coaching, Leadership Development, Deferred Compensation, Handwriting Analysis, OFCCP, EEO, Body Language, interview assessment, Vendor Management
Education
Babson College
BS, Finance, Investments
George School
Chris Tibollo's Bear Stearns Experience July 2006 - June 2008
Job
Industry Consumer Goods
Experience
Unilever December 2011 - December 2014
Unilever April 2010 - December 2011
Unilever June 2008 - April 2010
Bear Stearns July 2006 - June 2008
Cowen & Company Inc. April 2005 - July 2006
Skills
Finance, Brand Management, Financial Modeling, Brand Development, Financial Analysis, Forecasting, Corporate Finance, Competitive Analysis, Hyperion Enterprise, Valuation, Strategic Financial..., Financial Reporting, Equities, Mergers, Investments, Sarbanes-Oxley Act, Managerial Finance, Essbase, Euromonitor, Nielsen Nitro, AC Nielsen, SAP, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Marketing Strategy, Strategic Planning, Business Strategy
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, Finance
University at Buffalo 1997 — 2001
Bachelor of Arts, Communication
Unilever December 2011 - December 2014
Unilever April 2010 - December 2011
Unilever June 2008 - April 2010
Bear Stearns July 2006 - June 2008
Cowen & Company Inc. April 2005 - July 2006
Skills
Finance, Brand Management, Financial Modeling, Brand Development, Financial Analysis, Forecasting, Corporate Finance, Competitive Analysis, Hyperion Enterprise, Valuation, Strategic Financial..., Financial Reporting, Equities, Mergers, Investments, Sarbanes-Oxley Act, Managerial Finance, Essbase, Euromonitor, Nielsen Nitro, AC Nielsen, SAP, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Marketing Strategy, Strategic Planning, Business Strategy
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, Finance
University at Buffalo 1997 — 2001
Bachelor of Arts, Communication
Mutiu Leshi's Bear Stearns Experience 2006 - 2008
Job AVP at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2015 - Present
BNP Paribas 2014 - 2015
HSBC Capital Market 2010 - 2014
HSBC Capital Market 2010 - 2014
Morgan Stanley 2008 - November 2010
Bear Stearns 2006 - 2008
AXA Equitable 2005 - 2006
INROADS 2005 - 2006
INROADS 2005 - 2006
INROADS 2005 - 2006
Skills
Capital Markets, Equities
Education
Immaculate
Baruch College, City University of New York (CUNY) 2002 — 2006
Deutsche Bank 2015 - Present
BNP Paribas 2014 - 2015
HSBC Capital Market 2010 - 2014
HSBC Capital Market 2010 - 2014
Morgan Stanley 2008 - November 2010
Bear Stearns 2006 - 2008
AXA Equitable 2005 - 2006
INROADS 2005 - 2006
INROADS 2005 - 2006
INROADS 2005 - 2006
Skills
Capital Markets, Equities
Education
Immaculate
Baruch College, City University of New York (CUNY) 2002 — 2006
Mauricio Rubio's Bear Stearns Experience June 1996 - July 1998
Job Product, Customer & Business Development Guy
Industry Internet
Experience
DrJays.com December 2004 - Present
NYC Department of Buildings October 2002 - June 2004
Razorfish 1999 - 2001
Bear Stearns June 1996 - July 1998
Skills
Online Marketing, SEO, SEM, Web Analytics, E-commerce, Financial Modeling, Team Building, User Experience Design, Contract Negotiations, Usability Testing, Customer Experience, Performance Benchmarking, Growth Hacking, A/B testing, Direct Marketing, Voice of the Customer..., Business Development, Management, Affiliate Marketing, Leadership, Contract Negotiation, Social Media Marketing, A/B Testing, Online Advertising, Digital Marketing, Strategic Partnerships, Product Management, Marketing Strategy, Business Strategy, New Business Development, Strategy
Education
Teknillinen korkeakoulu-Tekniska högskolan
Princeton University
MPA
City University of New York-Baruch College
BA
Stanford University
DrJays.com December 2004 - Present
NYC Department of Buildings October 2002 - June 2004
Razorfish 1999 - 2001
Bear Stearns June 1996 - July 1998
Skills
Online Marketing, SEO, SEM, Web Analytics, E-commerce, Financial Modeling, Team Building, User Experience Design, Contract Negotiations, Usability Testing, Customer Experience, Performance Benchmarking, Growth Hacking, A/B testing, Direct Marketing, Voice of the Customer..., Business Development, Management, Affiliate Marketing, Leadership, Contract Negotiation, Social Media Marketing, A/B Testing, Online Advertising, Digital Marketing, Strategic Partnerships, Product Management, Marketing Strategy, Business Strategy, New Business Development, Strategy
Education
Teknillinen korkeakoulu-Tekniska högskolan
Princeton University
MPA
City University of New York-Baruch College
BA
Stanford University
Faina Furman's Bear Stearns Experience September 2005 - September 2008
Job Vice President at JPM
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
J.P. Morgan May 2013 - April 2015
J.P. Morgan September 2008 - May 2013
Bear Stearns September 2005 - September 2008
Douglas and Co. Municipals Inc. August 2001 - September 2005
Skills
Fixed Income, Investment Banking, Capital Markets, Financial Analysis, Securities, Bloomberg, Financial Services, Finance, Back Office, Electronic Trading, Banking, Settlement, Middle Office, Trading
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance and Marketing
City University of New York-Brooklyn College 1998 — 2001
Bachelor of Science, Business Management and Finance
Morgan Stanley May 2015 - Present
J.P. Morgan May 2013 - April 2015
J.P. Morgan September 2008 - May 2013
Bear Stearns September 2005 - September 2008
Douglas and Co. Municipals Inc. August 2001 - September 2005
Skills
Fixed Income, Investment Banking, Capital Markets, Financial Analysis, Securities, Bloomberg, Financial Services, Finance, Back Office, Electronic Trading, Banking, Settlement, Middle Office, Trading
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance and Marketing
City University of New York-Brooklyn College 1998 — 2001
Bachelor of Science, Business Management and Finance
Jacqueline Healey's Bear Stearns Experience September 1997 - March 2000
Job QA Analyst at Millennium Partners
Industry Financial Services
Experience
Millennium Partners October 2011 - Present
Investment Technology Group, Inc. 2006 - 2011
FNC Inc October 2005 - June 2006
Affiliated Computer Services March 2005 - August 2005
Bank of America Securities 2000 - 2005
Bear Stearns September 1997 - March 2000
NSCC January 1995 - April 1996
Skills
Test Automation, Requirements Analysis, Quality Assurance, Agile Methodologies, Testing, SQL, Software Project..., SDLC, Software Quality..., Test Planning, User Acceptance Testing
Education
Barnard College
BA, Applied Mathematics
New York University - Leonard N. Stern School of Business
New York University - Polytechnic School of Engineering
BS, Applied Mathematics
Millennium Partners October 2011 - Present
Investment Technology Group, Inc. 2006 - 2011
FNC Inc October 2005 - June 2006
Affiliated Computer Services March 2005 - August 2005
Bank of America Securities 2000 - 2005
Bear Stearns September 1997 - March 2000
NSCC January 1995 - April 1996
Skills
Test Automation, Requirements Analysis, Quality Assurance, Agile Methodologies, Testing, SQL, Software Project..., SDLC, Software Quality..., Test Planning, User Acceptance Testing
Education
Barnard College
BA, Applied Mathematics
New York University - Leonard N. Stern School of Business
New York University - Polytechnic School of Engineering
BS, Applied Mathematics
Claudia Ordonez's Bear Stearns Experience April 2002 - May 2003
Job Assistant Manager SS&C
Industry Accounting
Experience
SS&C GlobeOp November 2013 - Present
Credit Suisse May 2003 - November 2013
Bear Stearns April 2002 - May 2003
J.P. Morgan Partners September 1997 - April 2002
Skills
Investment Banking, Capital Markets, Fixed Income, Private Equity, Fund Of Funds, Bloomberg, Derivatives, Equities, Fund Accounting, Hedge Funds, Valuation, Financial Reporting, Finance, Alternative Investments, Credit Derivatives, FX Options, Financial Analysis, Financial Modeling, Fund Administration, Middle Office
Education
City University of New York-Baruch College 1989 — 1992
Bachelor's degree, Accounting
SS&C GlobeOp November 2013 - Present
Credit Suisse May 2003 - November 2013
Bear Stearns April 2002 - May 2003
J.P. Morgan Partners September 1997 - April 2002
Skills
Investment Banking, Capital Markets, Fixed Income, Private Equity, Fund Of Funds, Bloomberg, Derivatives, Equities, Fund Accounting, Hedge Funds, Valuation, Financial Reporting, Finance, Alternative Investments, Credit Derivatives, FX Options, Financial Analysis, Financial Modeling, Fund Administration, Middle Office
Education
City University of New York-Baruch College 1989 — 1992
Bachelor's degree, Accounting
Ravi Ramnath's Bear Stearns Experience September 2004 - August 2008
Job Global Head of Algorithmic Trading Technology at Citi
Industry Financial Services
Experience
Citi June 2011 - Present
Liquidnet Holdings, Inc. August 2008 - December 2010
Bear Stearns September 2004 - August 2008
Tradeportal 2000 - September 2004
ETM Inc. 1998 - 2000
Skills
Market Data, Product Development, EMS, Low Latency, Equities, Exchange Connectivity, Product Management, Architecture, Trading Systems, Electronic Trading, High Frequency Trading, Equity Trading, Trading, Trading Strategies, Equity Derivatives, Order Management, Market Structure, Capital Markets, Options, Trading System
Education
Bangalore University 1989 — 1993
Bachelor, Electronics
Citi June 2011 - Present
Liquidnet Holdings, Inc. August 2008 - December 2010
Bear Stearns September 2004 - August 2008
Tradeportal 2000 - September 2004
ETM Inc. 1998 - 2000
Skills
Market Data, Product Development, EMS, Low Latency, Equities, Exchange Connectivity, Product Management, Architecture, Trading Systems, Electronic Trading, High Frequency Trading, Equity Trading, Trading, Trading Strategies, Equity Derivatives, Order Management, Market Structure, Capital Markets, Options, Trading System
Education
Bangalore University 1989 — 1993
Bachelor, Electronics
John DeMasi's Bear Stearns Experience June 1989 - September 1994
Job Financial Services Professional CPA
Industry Financial Services
Experience
Consultant January 2008 - Present
Christian Brothers Investment Services February 2007 - November 2007
LaBranche & Co. August 2006 - February 2007
Mitsubishi UFJ Securities February 2005 - August 2006
Banco Safra September 2003 - February 2005
Schwab Capital Markets February 2001 - September 2003
Donaldson, Lufkin & Jenrette January 1995 - June 2000
Bear Stearns June 1989 - September 1994
Merrill Lynch May 1987 - May 1989
Oppenheim Appel Dixon 1980 - 1982
Skills
Hedge Funds, Investment Banking, Auditing, Financial Modeling, Investments, Equities, Capital Markets, Fixed Income, Trading, Strategic Financial..., Asset Management, Securities
Education
City University of New York-Baruch College 1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Consultant January 2008 - Present
Christian Brothers Investment Services February 2007 - November 2007
LaBranche & Co. August 2006 - February 2007
Mitsubishi UFJ Securities February 2005 - August 2006
Banco Safra September 2003 - February 2005
Schwab Capital Markets February 2001 - September 2003
Donaldson, Lufkin & Jenrette January 1995 - June 2000
Bear Stearns June 1989 - September 1994
Merrill Lynch May 1987 - May 1989
Oppenheim Appel Dixon 1980 - 1982
Skills
Hedge Funds, Investment Banking, Auditing, Financial Modeling, Investments, Equities, Capital Markets, Fixed Income, Trading, Strategic Financial..., Asset Management, Securities
Education
City University of New York-Baruch College 1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Diana Radoslovich, FRM's Bear Stearns Experience December 2007 - February 2009
Job OTC Derivatives Valuations
Industry Financial Services
Experience
Interactive Data July 2011 - Present
AIG May 2010 - January 2011
JPMorgan Chase February 2009 - October 2009
Bear Stearns December 2007 - February 2009
Ogilvy & Mather March 2007 - December 2007
Education
Completed level I & II of FRM May 2011, awaiting designation 2011 — 2011
Global Association or Risk Professionals, GARP
Baruch College, City University of New York (CUNY) 2009 — 2011
Master of Science, Statistics
University at Albany, SUNY 2005 — 2006
Bachelors of Science, Economics
Interactive Data July 2011 - Present
AIG May 2010 - January 2011
JPMorgan Chase February 2009 - October 2009
Bear Stearns December 2007 - February 2009
Ogilvy & Mather March 2007 - December 2007
Education
Completed level I & II of FRM May 2011, awaiting designation 2011 — 2011
Global Association or Risk Professionals, GARP
Baruch College, City University of New York (CUNY) 2009 — 2011
Master of Science, Statistics
University at Albany, SUNY 2005 — 2006
Bachelors of Science, Economics
Constantine Korologos's Bear Stearns Experience 2002 - 2006
Job Managing Director at Situs
Industry Real Estate
Experience
Situs August 2012 - Present
New York University 1998 - Present
Deloitte Financial Advisory Services September 2008 - August 2012
Leonidas Partners December 2007 - September 2008
Wachovia Securities 2006 - 2007
Bear Stearns 2002 - 2006
GE Real Estate 1999 - 2002
Moody's Corporation 1997 - 1999
Equitable Real Estate Investment Management 1993 - 1997
Moran and Associates 1988 - 1989
Skills
Debt, Real Estate, Structured Finance, Real Estate Finance, CMBS, Corporate Finance, Securitization, Asset Management, Valuation, Financial Structuring, Capital Markets, Mergers & Acquisitions, Commercial Real Estate, Portfolio Management, Asset Managment, Real Estate Economics, Private Equity, Restructuring, Real Estate Transactions, Disposition, Finance, Funding, Credit Analysis, Structured Products, Due Diligence, Loan Origination, Investor Relations, Investment Properties, Marketing Support, Fixed Income, Loans, Strategic Planning, Appraisals, Corporate Real Estate, Real Estate Financing, Financial Advisory, Hedge Funds, Underwriting, Financial Analysis, DCF, Joint Ventures, Financial Modeling, Alternative Investments, Acquisitions, Investment Banking, Equities, Credit Risk, Business Valuation, Credit, Leases
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
Baruch College 1985 — 1989
Bachelor of Arts, Finance
Situs August 2012 - Present
New York University 1998 - Present
Deloitte Financial Advisory Services September 2008 - August 2012
Leonidas Partners December 2007 - September 2008
Wachovia Securities 2006 - 2007
Bear Stearns 2002 - 2006
GE Real Estate 1999 - 2002
Moody's Corporation 1997 - 1999
Equitable Real Estate Investment Management 1993 - 1997
Moran and Associates 1988 - 1989
Skills
Debt, Real Estate, Structured Finance, Real Estate Finance, CMBS, Corporate Finance, Securitization, Asset Management, Valuation, Financial Structuring, Capital Markets, Mergers & Acquisitions, Commercial Real Estate, Portfolio Management, Asset Managment, Real Estate Economics, Private Equity, Restructuring, Real Estate Transactions, Disposition, Finance, Funding, Credit Analysis, Structured Products, Due Diligence, Loan Origination, Investor Relations, Investment Properties, Marketing Support, Fixed Income, Loans, Strategic Planning, Appraisals, Corporate Real Estate, Real Estate Financing, Financial Advisory, Hedge Funds, Underwriting, Financial Analysis, DCF, Joint Ventures, Financial Modeling, Alternative Investments, Acquisitions, Investment Banking, Equities, Credit Risk, Business Valuation, Credit, Leases
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
Baruch College 1985 — 1989
Bachelor of Arts, Finance
Michael Aluko's Bear Stearns Experience July 2005 - July 2006
Job Assistant General Counsel at Teacher Retirement System of Texas
Industry Law Practice
Experience
Teacher Retirement System of Texas September 2014 - Present
Bank of America February 2013 - September 2014
Societe Generale Corporate & Investment Banking December 2010 - January 2013
Schulte Roth & Zabel LLP July 2006 - December 2010
Bear Stearns July 2005 - July 2006
DKR Capital September 2004 - July 2005
JP Morgan Chase August 2002 - September 2004
Skills
Securities, Hedge Funds, ISDA, Derivatives, Dodd-Frank, Prime Brokerage, Capital Markets, Securities Regulation, Securitization, Structured Finance, Structured Products, Investment Banking, Swaps, Financial Regulation, Equities, Private Equity, Due Diligence
Education
New York Law School 1998 — 2001
Doctor of Law (J.D.)
City University of New York-Baruch College 1996 — 1998
B.B.A, Finance
Teacher Retirement System of Texas September 2014 - Present
Bank of America February 2013 - September 2014
Societe Generale Corporate & Investment Banking December 2010 - January 2013
Schulte Roth & Zabel LLP July 2006 - December 2010
Bear Stearns July 2005 - July 2006
DKR Capital September 2004 - July 2005
JP Morgan Chase August 2002 - September 2004
Skills
Securities, Hedge Funds, ISDA, Derivatives, Dodd-Frank, Prime Brokerage, Capital Markets, Securities Regulation, Securitization, Structured Finance, Structured Products, Investment Banking, Swaps, Financial Regulation, Equities, Private Equity, Due Diligence
Education
New York Law School 1998 — 2001
Doctor of Law (J.D.)
City University of New York-Baruch College 1996 — 1998
B.B.A, Finance
Gerald Concepcion's Bear Stearns Experience March 2002 - August 2008
Job VP at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2010 - Present
RailWorks December 2008 - March 2010
Bear Stearns March 2002 - August 2008
Merrill Lynch April 1999 - March 2002
PaineWebber April 1997 - April 1999
Skills
Accounting, Analysis, Strategic Financial..., Due Diligence, Forecasting, Investment Banking, Financial Planning, Fixed Income
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
Guggenheim Partners August 2010 - Present
RailWorks December 2008 - March 2010
Bear Stearns March 2002 - August 2008
Merrill Lynch April 1999 - March 2002
PaineWebber April 1997 - April 1999
Skills
Accounting, Analysis, Strategic Financial..., Due Diligence, Forecasting, Investment Banking, Financial Planning, Fixed Income
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
Monika Wilczewska, CPA's Bear Stearns Experience February 2000 - November 2008
Job Principal Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority September 2013 - Present
Bank of America Merrill Lynch June 2010 - July 2013
Wells Fargo December 2008 - June 2010
Bear Stearns February 2000 - November 2008
Deloitte & Touche October 1997 - January 2000
Skills
Derivatives, Fixed Income, Options, Equity Derivatives, Valuation, Swaps, Risk Management, Product Control, Securities, Structured Finance, Finance, Prime Brokerage
Education
City University of New York-Baruch College - Zicklin School of Business
BS, Accounting
Moscow State Mining University
MS, Constructions of Underground Structures and Mines
Financial Industry Regulatory Authority September 2013 - Present
Bank of America Merrill Lynch June 2010 - July 2013
Wells Fargo December 2008 - June 2010
Bear Stearns February 2000 - November 2008
Deloitte & Touche October 1997 - January 2000
Skills
Derivatives, Fixed Income, Options, Equity Derivatives, Valuation, Swaps, Risk Management, Product Control, Securities, Structured Finance, Finance, Prime Brokerage
Education
City University of New York-Baruch College - Zicklin School of Business
BS, Accounting
Moscow State Mining University
MS, Constructions of Underground Structures and Mines
Ivette Guerra's Bear Stearns Experience March 2004 - August 2008
Job
Industry Legal Services
Experience
Legal Consultant 2009 - Present
Bear Stearns March 2004 - August 2008
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
JD
Baruch College, City University of New York (CUNY)
BBA, CIS
Legal Consultant 2009 - Present
Bear Stearns March 2004 - August 2008
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
JD
Baruch College, City University of New York (CUNY)
BBA, CIS
Dele Giwa, CPA's Bear Stearns Experience June 1999 - November 2007
Job Senior Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets October 2008 - Present
Bear Stearns June 1999 - November 2007
Education
Baruch College - Zicklin School of Business
BBA, Accountancy
RBC Capital Markets October 2008 - Present
Bear Stearns June 1999 - November 2007
Education
Baruch College - Zicklin School of Business
BBA, Accountancy
Delma Wills's Bear Stearns Experience
Job Executive Asst. at Bear Stearns
Industry Investment Banking
Experience
Bear Stearns
Education
Baruch College, City University of New York (CUNY)
Bear Stearns
Education
Baruch College, City University of New York (CUNY)
Jetmira Marku's Bear Stearns Experience June 2000 - June 2008
Job Associate at JPMorgan
Industry Financial Services
Experience
JPMorgan June 2008 - Present
Bear Stearns June 2000 - June 2008
Bear Stearns 2000 - 2008
Bear Stearns 2000 - 2008
Skills
Derivatives, Investment Banking, Hedge Funds, Capital Markets, Fixed Income, Equities
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
JPMorgan June 2008 - Present
Bear Stearns June 2000 - June 2008
Bear Stearns 2000 - 2008
Bear Stearns 2000 - 2008
Skills
Derivatives, Investment Banking, Hedge Funds, Capital Markets, Fixed Income, Equities
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
Marc Platizky's Bear Stearns Experience October 2002 - September 2008
Job Vice PresidentInternal Audit Mitsubishi UFJ Securities (USA) Inc.
Industry Financial Services
Experience
Mitsubishi UFJ Securities (USA), Inc. February 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. September 2014 - February 2015
Gleacher & Company November 2012 - April 2013
Nomura Holding America Inc. June 2009 - October 2012
Bear Stearns October 2002 - September 2008
Daiwa Securities 1986 - April 2002
Dillion Read & Co. Inc. 1983 - 1986
Frederick S. Todman & Co. CPA's 1978 - 1983
Skills
Enterprise Risk..., AML, Risk Management, Internal Audit, Management, Banking, Sarbanes-Oxley Act, Finance, Operational Risk, Accounting, Capital Markets, Derivatives, Financial Risk, Equities, Hedge Funds, Corporate Finance, External Audit, Internal Controls, Program Management, Financial Services, Fixed Income, Auditing, Investment Banking, Mergers & Acquisitions, Operational Risk..., Asset Management
Education
Baruch College, City University of New York (CUNY) 1974 — 1978
Bachelors of Business Administration, Cum Laude, Majors: Accounting / Marketing
Mitsubishi UFJ Securities (USA), Inc. February 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. September 2014 - February 2015
Gleacher & Company November 2012 - April 2013
Nomura Holding America Inc. June 2009 - October 2012
Bear Stearns October 2002 - September 2008
Daiwa Securities 1986 - April 2002
Dillion Read & Co. Inc. 1983 - 1986
Frederick S. Todman & Co. CPA's 1978 - 1983
Skills
Enterprise Risk..., AML, Risk Management, Internal Audit, Management, Banking, Sarbanes-Oxley Act, Finance, Operational Risk, Accounting, Capital Markets, Derivatives, Financial Risk, Equities, Hedge Funds, Corporate Finance, External Audit, Internal Controls, Program Management, Financial Services, Fixed Income, Auditing, Investment Banking, Mergers & Acquisitions, Operational Risk..., Asset Management
Education
Baruch College, City University of New York (CUNY) 1974 — 1978
Bachelors of Business Administration, Cum Laude, Majors: Accounting / Marketing
Angella Morrison's Bear Stearns Experience September 1997 - March 2008
Job Enterprise Model Risk Specialist at Federal Home Loan Bank of Atlanta
Industry Investment Banking
Experience
Federal Home Loan Bank of Atlanta March 2010 - Present
JPMorgan Chase 2008 - 2009
Bear Stearns September 1997 - March 2008
Industrial Bank of Japan 1993 - 1997
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Business Administration
Federal Home Loan Bank of Atlanta March 2010 - Present
JPMorgan Chase 2008 - 2009
Bear Stearns September 1997 - March 2008
Industrial Bank of Japan 1993 - 1997
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Business Administration
Barbara Roldan's Bear Stearns Experience June 2007 - June 2008
Job Vice President at JPMorgan
Industry Investment Banking
Experience
JPMorgan June 2008 - Present
Bear Stearns June 2007 - June 2008
JPMorgan November 2004 - June 2007
Skills
Credit Derivatives, Equities, Derivatives, Investment Banking, Hedge Funds, Equity Derivatives, Capital Markets, Fixed Income, Bloomberg
Education
Baruch College, City University of New York (CUNY)
BBA, Financial Investments
JPMorgan June 2008 - Present
Bear Stearns June 2007 - June 2008
JPMorgan November 2004 - June 2007
Skills
Credit Derivatives, Equities, Derivatives, Investment Banking, Hedge Funds, Equity Derivatives, Capital Markets, Fixed Income, Bloomberg
Education
Baruch College, City University of New York (CUNY)
BBA, Financial Investments
Jian P Chen, CFA's Bear Stearns Experience February 2001 - August 2008
Job OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2014 - Present
Jefferies Group, LLC June 2011 - December 2014
Bank of America Merrill Lynch June 2010 - May 2011
Oppenheimer & Co. April 2009 - March 2010
Bear Stearns February 2001 - August 2008
Sullivan & Cromwell LLP February 2000 - February 2001
Zurich Financial Services January 1999 - February 2000
Rochdale Securities April 1997 - June 1998
Skills
Equities, Emerging Markets, Valuation, Hedge Funds, Equity Research, Credit Risk, Strategy, Portfolio Management, Finance, Financial Modeling, Bloomberg, Fixed Income, Alternative Investments, Capital Markets, Private Equity, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Information System Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accounting
OppenheimerFunds December 2014 - Present
Jefferies Group, LLC June 2011 - December 2014
Bank of America Merrill Lynch June 2010 - May 2011
Oppenheimer & Co. April 2009 - March 2010
Bear Stearns February 2001 - August 2008
Sullivan & Cromwell LLP February 2000 - February 2001
Zurich Financial Services January 1999 - February 2000
Rochdale Securities April 1997 - June 1998
Skills
Equities, Emerging Markets, Valuation, Hedge Funds, Equity Research, Credit Risk, Strategy, Portfolio Management, Finance, Financial Modeling, Bloomberg, Fixed Income, Alternative Investments, Capital Markets, Private Equity, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Information System Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accounting
Elias Dahhan's Bear Stearns Experience June 2001 - July 2004
Job EDT Trading Int
Industry Investment Banking
Experience
EDT Trading Intl September 2008 - Present
Morgan Stanley August 2004 - May 2008
Bear Stearns June 2001 - July 2004
Skills
FX Options, Swaps, Options, Back Office, Equities, Settlement, Structured Products, SWIFT payments, FX Derivatives, Fixed Income, Prime Brokerage, Capital Markets, Hedge Funds, Forwards, Derivatives, Middle Office, Credit Derivatives, Investment Banking, Electronic Trading, Interest Rate..., Equity Derivatives, Financial Markets, Foreign Exchange, Trading Systems
Education
City University of New York-College of Staten Island 2001 — 2004
BS, Finance and Economics
Baruch College, City University of New York (CUNY) 1991 — 1994
Associate degree, Intl business administration
EDT Trading Intl September 2008 - Present
Morgan Stanley August 2004 - May 2008
Bear Stearns June 2001 - July 2004
Skills
FX Options, Swaps, Options, Back Office, Equities, Settlement, Structured Products, SWIFT payments, FX Derivatives, Fixed Income, Prime Brokerage, Capital Markets, Hedge Funds, Forwards, Derivatives, Middle Office, Credit Derivatives, Investment Banking, Electronic Trading, Interest Rate..., Equity Derivatives, Financial Markets, Foreign Exchange, Trading Systems
Education
City University of New York-College of Staten Island 2001 — 2004
BS, Finance and Economics
Baruch College, City University of New York (CUNY) 1991 — 1994
Associate degree, Intl business administration
Kilinc, Nilgun's Bear Stearns Experience
Job Operations at Bear Stearn's
Industry Investment Banking
Experience
Bear Stearn's
Skills
Hedge Funds, Fixed Income, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Business Analysis, Risk Management, Credit Risk, Middle Office, Analysis, Banking, Project Management, Capital Markets, Business Strategy, Derivatives, Corporate Finance, Trading
Education
NYU 2013 — 2013
Baruch College 2000 — 2003
Bear Stearn's
Skills
Hedge Funds, Fixed Income, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Business Analysis, Risk Management, Credit Risk, Middle Office, Analysis, Banking, Project Management, Capital Markets, Business Strategy, Derivatives, Corporate Finance, Trading
Education
NYU 2013 — 2013
Baruch College 2000 — 2003
Mark Levinger's Bear Stearns Experience 1994 - 2008
Job Executive Director
Industry Investment Banking
Experience
JPMorgan February 2011 - Present
JP Morgan June 2008 - January 2011
Bear Stearns 1994 - 2008
Skills
Equities, Prime Brokerage, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Trading Systems, Investment Banking, Alternative Investments, Capital Markets, Series 7, Asset Management, Trading, Securities, Middle Office
Education
Baruch College 1994 — 1997
Master of Business Administration (MBA), Finance, General
JPMorgan February 2011 - Present
JP Morgan June 2008 - January 2011
Bear Stearns 1994 - 2008
Skills
Equities, Prime Brokerage, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Trading Systems, Investment Banking, Alternative Investments, Capital Markets, Series 7, Asset Management, Trading, Securities, Middle Office
Education
Baruch College 1994 — 1997
Master of Business Administration (MBA), Finance, General
Bridgett Beerman's Bear Stearns Experience May 2006 - November 2007
Job Derivatives Valuation Manager at Federal Home Loan Bank of New York
Industry Financial Services
Experience
Federal Home Loan Bank of New York January 2012 - Present
Federal Home Loan Bank of New York December 2009 - March 2012
GlobeOp Financial Services April 2008 - December 2009
Bear Stearns May 2006 - November 2007
Skills
Fixed Income, Derivatives, Bloomberg, Interest Rate..., MBS, Capital Markets, Credit Derivatives, Valuation, Quantitative Finance, Financial Engineering, Structured Products, Financial Modeling, Bonds, FX Options, Valuation Modeling, Model Validation, Credit Risk, Counterparty Risk, Structured Finance, Reuters, VBA, Market Risk, Interest Rate Risk..., Financial Risk
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MS, Financial Engineering
Brigham Young University 2000 — 2004
BS, Economics & Computer Science
河南师大附中
Federal Home Loan Bank of New York January 2012 - Present
Federal Home Loan Bank of New York December 2009 - March 2012
GlobeOp Financial Services April 2008 - December 2009
Bear Stearns May 2006 - November 2007
Skills
Fixed Income, Derivatives, Bloomberg, Interest Rate..., MBS, Capital Markets, Credit Derivatives, Valuation, Quantitative Finance, Financial Engineering, Structured Products, Financial Modeling, Bonds, FX Options, Valuation Modeling, Model Validation, Credit Risk, Counterparty Risk, Structured Finance, Reuters, VBA, Market Risk, Interest Rate Risk..., Financial Risk
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MS, Financial Engineering
Brigham Young University 2000 — 2004
BS, Economics & Computer Science
河南师大附中
Martin Shulman's Bear Stearns Experience 1972 - 2008
Job Margin Specialist Available For Consulting or Full Time Permanent Positions
Industry Financial Services
Experience
Consultant June 2009 - Present
JPMorgan Chase 2008 - 2009
Bear Stearns 1972 - 2008
Bear Stearns 1972 - 2008
Skills
Equities, Hedge Funds, Securities, Prime Brokerage, Fixed Income, Derivatives, Capital Markets, Emerging Markets, Series 7, Credit, Investment Banking, Private Equity, Asset Management, Wealth Management, Funding, Financial Markets, Portfolio Management, Credit Derivatives, Financial Services, Investment Advisory, Equity Trading, Options, Investments, Structured Products, Series 63, Securities Lending, Bonds, Series 24, FINRA, Alternative Investments, Bloomberg, Electronic Trading, Trading, Middle Office, Trading Systems, Equity Derivatives, Investment Management, FX Options, Structured Finance, Mutual Funds, Equity Research, Swaps, Investment Strategies, Hedging, Valuation, Asset Allocation, Interest Rate..., Market Data, Commodity, Collateral Management
Education
Baruch College, City University of New York (CUNY)
Economics and Finance
Consultant June 2009 - Present
JPMorgan Chase 2008 - 2009
Bear Stearns 1972 - 2008
Bear Stearns 1972 - 2008
Skills
Equities, Hedge Funds, Securities, Prime Brokerage, Fixed Income, Derivatives, Capital Markets, Emerging Markets, Series 7, Credit, Investment Banking, Private Equity, Asset Management, Wealth Management, Funding, Financial Markets, Portfolio Management, Credit Derivatives, Financial Services, Investment Advisory, Equity Trading, Options, Investments, Structured Products, Series 63, Securities Lending, Bonds, Series 24, FINRA, Alternative Investments, Bloomberg, Electronic Trading, Trading, Middle Office, Trading Systems, Equity Derivatives, Investment Management, FX Options, Structured Finance, Mutual Funds, Equity Research, Swaps, Investment Strategies, Hedging, Valuation, Asset Allocation, Interest Rate..., Market Data, Commodity, Collateral Management
Education
Baruch College, City University of New York (CUNY)
Economics and Finance
Aromando, Ada's Bear Stearns Experience September 2001 - May 2009
Job Vice President at BlackRock
Industry Banking
Experience
BlackRock November 2010 - Present
Credit Suisse July 2008 - November 2010
Bear Stearns September 2001 - May 2009
MetlLife 2000 - 2001
Deutsche Bank September 1979 - September 1999
Skills
Vendor Management Skills, Building Strong..., strong organizational..., Organizational Structure, Contract Negotiation, Vendor Management, Purchasing, Middle Office, Strategic Sourcing, Outsourcing, Sourcing, Procurement, Process Improvement, Contract Management, Leadership, Strategy, Business Process..., Operations Management, Management, Supply Management, Program Management, Negotiation, Vendor Relationships, Team Leadership, RFP, Risk Management, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
BA, Industry Psychology
BlackRock November 2010 - Present
Credit Suisse July 2008 - November 2010
Bear Stearns September 2001 - May 2009
MetlLife 2000 - 2001
Deutsche Bank September 1979 - September 1999
Skills
Vendor Management Skills, Building Strong..., strong organizational..., Organizational Structure, Contract Negotiation, Vendor Management, Purchasing, Middle Office, Strategic Sourcing, Outsourcing, Sourcing, Procurement, Process Improvement, Contract Management, Leadership, Strategy, Business Process..., Operations Management, Management, Supply Management, Program Management, Negotiation, Vendor Relationships, Team Leadership, RFP, Risk Management, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
BA, Industry Psychology
Alexander Perera's Bear Stearns Experience May 1997 - September 1999
Job Acting Director, Global Energy Program at World Resources Institute
Industry Nonprofit Organization Management
Experience
World Resources Institute June 2014 - Present
World Resources Institute March 2011 - June 2014
World Resources Institute May 2007 - March 2011
Seahorse Power Company May 2003 - May 2007
Natural Resources Defense Council September 1999 - September 2002
Bear Stearns May 1997 - September 1999
Skills
Energy Efficiency, Renewable Energy, Sustainable Energy, Solar Energy
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance, General, Cum Laude
Boston University 1992 — 1996
BA, Environmental Science, Economics, French
World Resources Institute June 2014 - Present
World Resources Institute March 2011 - June 2014
World Resources Institute May 2007 - March 2011
Seahorse Power Company May 2003 - May 2007
Natural Resources Defense Council September 1999 - September 2002
Bear Stearns May 1997 - September 1999
Skills
Energy Efficiency, Renewable Energy, Sustainable Energy, Solar Energy
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance, General, Cum Laude
Boston University 1992 — 1996
BA, Environmental Science, Economics, French
Karin Bennett's Bear Stearns Experience October 2004 - July 2008
Job Vice President at Mitsubishi UFJ Financial Group, Inc.
Industry Investment Banking
Experience
Mitsubishi UFJ Financial Group, Inc. November 2014 - Present
Mitsubishi UFJ Financial Group, Inc. November 2012 - October 2014
Union Bank September 2010 - October 2012
Douglas-Westwood January 2010 - August 2010
Columbia University Partnerhip for International Development June 2009 - August 2009
Bear Stearns October 2004 - July 2008
Newsweek International 2003 - 2004
Skills
Financial Modeling, Emerging Markets, Policy Analysis, Renewable Energy, Project Finance, Economics, Corporate Finance, Energy, Derivatives, Financial Analysis, Risk Management, Due Diligence, Structured Finance, Capital Markets, Analysis, Valuation, International Relations
Education
Columbia University - School of International and Public Affairs 2008 — 2010
MIA, International Energy Management and Policy
Bard College
Certificate, International Affairs
Lafayette College
BA, Business and Economics with minor in Mathematics
Mitsubishi UFJ Financial Group, Inc. November 2014 - Present
Mitsubishi UFJ Financial Group, Inc. November 2012 - October 2014
Union Bank September 2010 - October 2012
Douglas-Westwood January 2010 - August 2010
Columbia University Partnerhip for International Development June 2009 - August 2009
Bear Stearns October 2004 - July 2008
Newsweek International 2003 - 2004
Skills
Financial Modeling, Emerging Markets, Policy Analysis, Renewable Energy, Project Finance, Economics, Corporate Finance, Energy, Derivatives, Financial Analysis, Risk Management, Due Diligence, Structured Finance, Capital Markets, Analysis, Valuation, International Relations
Education
Columbia University - School of International and Public Affairs 2008 — 2010
MIA, International Energy Management and Policy
Bard College
Certificate, International Affairs
Lafayette College
BA, Business and Economics with minor in Mathematics
Lobato-Church, Jennifer's Bear Stearns Experience November 2006 - October 2008
Job Director, Senior Counsel at RBS Securities Inc.
Industry Investment Banking
Experience
RBS Global Banking & Markets January 2010 - Present
RBS Global Banking & Markets February 2009 - May 2010
JPMorgan Chase October 2008 - February 2009
Bear Stearns November 2006 - October 2008
New York Stock Exchange August 2003 - November 2006
New York Stock Exchange, Inc April 2002 - August 2003
Kings County District Attorney December 1997 - April 2002
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
MBA, Computer Information Systems
Brooklyn Law School 1994 — 1997
JD, Law
Rutgers University-New Brunswick 1990 — 1994
BA, Political Science
RBS Global Banking & Markets January 2010 - Present
RBS Global Banking & Markets February 2009 - May 2010
JPMorgan Chase October 2008 - February 2009
Bear Stearns November 2006 - October 2008
New York Stock Exchange August 2003 - November 2006
New York Stock Exchange, Inc April 2002 - August 2003
Kings County District Attorney December 1997 - April 2002
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
MBA, Computer Information Systems
Brooklyn Law School 1994 — 1997
JD, Law
Rutgers University-New Brunswick 1990 — 1994
BA, Political Science
Brendaliz Valenzuela's Bear Stearns Experience 2007 - 2008
Job VP, Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2015 - Present
JP Morgan Securities, LLC October 2014 - August 2015
JPMorgan Chase Bank, N.A. October 2011 - October 2014
JP Morgan Private Bank December 2010 - September 2011
JP Morgan January 2007 - December 2010
Bear Stearns 2007 - 2008
TD Bank (formerly Commerce Bank) March 2004 - November 2006
Sterling National Bank December 2001 - March 2004
Banco Popular North America June 1999 - July 2000
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Entrepreneurship
JP Morgan Chase Bank, N.A. August 2015 - Present
JP Morgan Securities, LLC October 2014 - August 2015
JPMorgan Chase Bank, N.A. October 2011 - October 2014
JP Morgan Private Bank December 2010 - September 2011
JP Morgan January 2007 - December 2010
Bear Stearns 2007 - 2008
TD Bank (formerly Commerce Bank) March 2004 - November 2006
Sterling National Bank December 2001 - March 2004
Banco Popular North America June 1999 - July 2000
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Entrepreneurship
Daniel Ferencz's Bear Stearns Experience 1998 - 2005
Job Fixed Income Sales Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity LLC March 2010 - Present
Canaccord Genuity Inc. June 2009 - March 2010
Bear Stearns 1998 - 2005
Skills
Fixed Income, Series 7, Series 63, Equity Trading, Bloomberg, Capital Markets, Electronic Trading, Equities, Financial Markets, Hedge Funds, Investments, Securities, Trading, Trading Systems
Education
Baruch College, City University of New York (CUNY)
BS, Finance/Economics
Canaccord Genuity LLC March 2010 - Present
Canaccord Genuity Inc. June 2009 - March 2010
Bear Stearns 1998 - 2005
Skills
Fixed Income, Series 7, Series 63, Equity Trading, Bloomberg, Capital Markets, Electronic Trading, Equities, Financial Markets, Hedge Funds, Investments, Securities, Trading, Trading Systems
Education
Baruch College, City University of New York (CUNY)
BS, Finance/Economics
Sheila A. Ryan's Bear Stearns Experience January 2007 - June 2007
Job VP, Business Planning at Loring Ward
Industry Financial Services
Experience
Loring Ward May 2014 - Present
Abt Associates December 2013 - May 2014
Charles Schwab July 2011 - November 2013
Abt Associates July 2010 - July 2011
Bay State College January 2009 - May 2011
DMB Financial June 2009 - June 2010
The Colony Group August 2008 - April 2009
The Colony Group June 2007 - August 2008
Bear Stearns January 2007 - June 2007
Bear Stearns July 2005 - December 2006
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Mutual Funds, Asset Managment, Fixed Income, Investment Strategies, Securities, Teaching, Technology, Operations Management, IT Operations, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA, Finance and Accounting
Babson College 1997 — 2000
BS, Finance
Loring Ward May 2014 - Present
Abt Associates December 2013 - May 2014
Charles Schwab July 2011 - November 2013
Abt Associates July 2010 - July 2011
Bay State College January 2009 - May 2011
DMB Financial June 2009 - June 2010
The Colony Group August 2008 - April 2009
The Colony Group June 2007 - August 2008
Bear Stearns January 2007 - June 2007
Bear Stearns July 2005 - December 2006
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Mutual Funds, Asset Managment, Fixed Income, Investment Strategies, Securities, Teaching, Technology, Operations Management, IT Operations, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA, Finance and Accounting
Babson College 1997 — 2000
BS, Finance
Nelly Tse's Bear Stearns Experience November 1997 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan Chase March 2008 - December 2008
Bear Stearns November 1997 - February 2008
Bear Stearns 1991 - 1997
City of New York - Unemployment Insurance Division 1988 - 1991
Skills
Accounting, Account Reconciliation, Financial Services, Leadership, Securities, Treasury
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA
JP Morgan Chase March 2008 - December 2008
Bear Stearns November 1997 - February 2008
Bear Stearns 1991 - 1997
City of New York - Unemployment Insurance Division 1988 - 1991
Skills
Accounting, Account Reconciliation, Financial Services, Leadership, Securities, Treasury
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA
Linda Mok Smith's Bear Stearns Experience May 2001 - June 2008
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan 2008 - January 2013
Bear Stearns May 2001 - June 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Salomon Brothers 1991 - 1995
AT&T 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
JPMorgan 2008 - January 2013
Bear Stearns May 2001 - June 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Salomon Brothers 1991 - 1995
AT&T 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
Kimberly Krol's Bear Stearns Experience May 2000 - January 2007
Job Sales Service Associate
Industry Financial Services
Experience
Legg Mason 2011 - Present
UBS Wealth Management June 2008 - January 2011
ProFlowers May 2008 - January 2011
Kelly Services February 2007 - March 2008
Bear Stearns May 2000 - January 2007
Time Warner Book Group June 2005 - March 2006
Farrar, Straus and Giroux September 2003 - June 2005
Education
Barnard College 1998 — 2008
BA
New York University 2004 — 2005
Certificate
New York University 2003 — 2003
Certificate
Middlesex University 2001 — 2001
Certificate
Pontificia Universidad Católica del Perú 1999 — 1999
Certificate
Legg Mason 2011 - Present
UBS Wealth Management June 2008 - January 2011
ProFlowers May 2008 - January 2011
Kelly Services February 2007 - March 2008
Bear Stearns May 2000 - January 2007
Time Warner Book Group June 2005 - March 2006
Farrar, Straus and Giroux September 2003 - June 2005
Education
Barnard College 1998 — 2008
BA
New York University 2004 — 2005
Certificate
New York University 2003 — 2003
Certificate
Middlesex University 2001 — 2001
Certificate
Pontificia Universidad Católica del Perú 1999 — 1999
Certificate
Elvis E. Lagrange's Bear Stearns Experience September 1997 - February 2001
Job Client Solutions at REDI Technologies
Industry Information Technology and Services
Experience
REDI Technologies July 2013 - Present
REDI: Independent & Broker-Neutral Financial Technology Company June 2013 - Present
Goldman Sachs, Invest Inc, CIBC February 2001 - July 2013
Bear Stearns September 1997 - February 2001
Skills
Prime Brokerage, Equity Trading, Trading Systems, Electronic Trading, Low Latency, Series 7, Market Data, Trading, Unix, Series 63, Exchange Connectivity, Troubleshooting, Disaster Recovery, Fixed Income, Trading System, Middle Office, Equities, Derivatives, Options, Hedge Funds, Equity Derivatives, Bloomberg, Capital Markets, Sybase, Credit Derivatives, FX Options, Investment Banking, Settlement, Financial Markets, Back Office, Bonds, Securities, Commodity
Education
Baruch College, City University of New York (CUNY) 1991 — 1999
Bachelor, Computer information Systems
REDI Technologies July 2013 - Present
REDI: Independent & Broker-Neutral Financial Technology Company June 2013 - Present
Goldman Sachs, Invest Inc, CIBC February 2001 - July 2013
Bear Stearns September 1997 - February 2001
Skills
Prime Brokerage, Equity Trading, Trading Systems, Electronic Trading, Low Latency, Series 7, Market Data, Trading, Unix, Series 63, Exchange Connectivity, Troubleshooting, Disaster Recovery, Fixed Income, Trading System, Middle Office, Equities, Derivatives, Options, Hedge Funds, Equity Derivatives, Bloomberg, Capital Markets, Sybase, Credit Derivatives, FX Options, Investment Banking, Settlement, Financial Markets, Back Office, Bonds, Securities, Commodity
Education
Baruch College, City University of New York (CUNY) 1991 — 1999
Bachelor, Computer information Systems
Ellen Retsepter's Bear Stearns Experience 2006 - 2008
Job Strategic Client On boarding Program Manager at JPMorgan
Industry Banking
Experience
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase July 2013 - April 2015
Deutsche Bank December 2011 - May 2013
HSBC May 2010 - November 2011
JPMorgan & Co March 2008 - December 2008
Bear Stearns 2006 - 2008
Citigroup 2000 - 2006
Skills
Equities, FX Options, Middle Office, Capital Markets, Equity Derivatives, Derivatives, Fixed Income, Project Management, Investment Banking, Credit Derivatives, Back Office, KYC, AML, Swaps, Interest Rate..., Financial Services, Trading Systems, Options, Securities, Settlement, Operational Risk, Electronic Trading, Structured Products, Bonds, Collateral Management, Risk Management, Mutual Funds, Relationship Management, Wealth Management, Business Analysis, Corporate Actions
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Finance
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase July 2013 - April 2015
Deutsche Bank December 2011 - May 2013
HSBC May 2010 - November 2011
JPMorgan & Co March 2008 - December 2008
Bear Stearns 2006 - 2008
Citigroup 2000 - 2006
Skills
Equities, FX Options, Middle Office, Capital Markets, Equity Derivatives, Derivatives, Fixed Income, Project Management, Investment Banking, Credit Derivatives, Back Office, KYC, AML, Swaps, Interest Rate..., Financial Services, Trading Systems, Options, Securities, Settlement, Operational Risk, Electronic Trading, Structured Products, Bonds, Collateral Management, Risk Management, Mutual Funds, Relationship Management, Wealth Management, Business Analysis, Corporate Actions
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Finance
Glenda McGinnis's Bear Stearns Experience June 2000 - February 2009
Job VP of Equity Liquid Markets
Industry Financial Services
Experience
Barclays Capital March 2011 - Present
Ally Financial Inc. May 2009 - March 2011
Bear Stearns June 2000 - February 2009
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
bba, Finance
Barclays Capital March 2011 - Present
Ally Financial Inc. May 2009 - March 2011
Bear Stearns June 2000 - February 2009
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
bba, Finance
Aaron Kehoe's Bear Stearns Experience February 2007 - June 2008
Job Managing Director ETF Trading at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2013 - Present
Knight Equity Markets June 2009 - September 2013
NewEdge USA June 2008 - May 2009
Bear Stearns February 2007 - June 2008
Bear Hunter Structured Products February 2004 - January 2007
Bear Wagner Specialists 2001 - 2004
Spear, Leeds and Kellogg September 1999 - February 2001
Skills
ETFs, Fixed Income, Equities, Trading, Market Making, Electronic Trading, Series 7, Equity Derivatives, Trading Systems, Derivatives, Financial Markets, Bloomberg, Arbitrage, Securities, Equity Trading, Series 63, Proprietary Trading, Bonds, Hedging, FX, Series 3, Structured Products, Swaps, Trading Strategies, Risk Management, Securities Lending, Volatility, Prime Brokerage, Investment Strategies, Commodities, Credit Derivatives, Valuation, Mutual Funds, Emerging Markets, Program Trading, Delta One, FX trading, Currency, Foreign Exchange, Index Arbitrage, Portfolio Optimization, Convertible Bonds, Bloomberg Terminal, Stocks, High Yield, Market Risk, Commodity Markets, FINRA
Education
Baruch College, City University of New York (CUNY) 1998 — 1999
Bachelors Degree, Finance
University of Colorado Boulder 1994 — 1995
Engineering
Cantor Fitzgerald September 2013 - Present
Knight Equity Markets June 2009 - September 2013
NewEdge USA June 2008 - May 2009
Bear Stearns February 2007 - June 2008
Bear Hunter Structured Products February 2004 - January 2007
Bear Wagner Specialists 2001 - 2004
Spear, Leeds and Kellogg September 1999 - February 2001
Skills
ETFs, Fixed Income, Equities, Trading, Market Making, Electronic Trading, Series 7, Equity Derivatives, Trading Systems, Derivatives, Financial Markets, Bloomberg, Arbitrage, Securities, Equity Trading, Series 63, Proprietary Trading, Bonds, Hedging, FX, Series 3, Structured Products, Swaps, Trading Strategies, Risk Management, Securities Lending, Volatility, Prime Brokerage, Investment Strategies, Commodities, Credit Derivatives, Valuation, Mutual Funds, Emerging Markets, Program Trading, Delta One, FX trading, Currency, Foreign Exchange, Index Arbitrage, Portfolio Optimization, Convertible Bonds, Bloomberg Terminal, Stocks, High Yield, Market Risk, Commodity Markets, FINRA
Education
Baruch College, City University of New York (CUNY) 1998 — 1999
Bachelors Degree, Finance
University of Colorado Boulder 1994 — 1995
Engineering
Richard Radnay's Bear Stearns Experience April 1991 - April 1997
Job CTO/CIO, XTF Inc.
Industry Financial Services
Experience
XTF Inc. April 2008 - Present
XTF Global Asset Management April 2004 - December 2008
XTF Market Making LLC April 2002 - March 2008
Soliloquy, Inc. September 1999 - April 2001
Bear Stearns April 1991 - April 1997
Skills
Quantitative Research, Trading Systems, Financial Analysis, Predictive Analytics, IT Strategy, Technical Management, ETFs, Venture Capital, Information Architecture, Technology Management, Electronic Trading, Quantitative Finance, Derivatives, Options, Trading, Investments, Equity Research, Portfolio Management, Asset Management, Fixed Income, Financial Services, Investment Management, Risk Management, Technical Analysis, Market Data, Strategy, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Finance/Computer Science
University of Florida 1986 — 1991
BS, Finance/Computer Science
XTF Inc. April 2008 - Present
XTF Global Asset Management April 2004 - December 2008
XTF Market Making LLC April 2002 - March 2008
Soliloquy, Inc. September 1999 - April 2001
Bear Stearns April 1991 - April 1997
Skills
Quantitative Research, Trading Systems, Financial Analysis, Predictive Analytics, IT Strategy, Technical Management, ETFs, Venture Capital, Information Architecture, Technology Management, Electronic Trading, Quantitative Finance, Derivatives, Options, Trading, Investments, Equity Research, Portfolio Management, Asset Management, Fixed Income, Financial Services, Investment Management, Risk Management, Technical Analysis, Market Data, Strategy, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Finance/Computer Science
University of Florida 1986 — 1991
BS, Finance/Computer Science
Danny Wang's Bear Stearns Experience June 2001 - May 2005
Job Audit Senior Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche June 2005 - Present
Bear Stearns June 2001 - May 2005
U.S. RE Corporation September 1999 - May 2001
Skills
US GAAP, SEC filings, Auditing, Financial Accounting, Financial Reporting, Securities, Finance, Private Equity, Corporate Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2004
MS, Accountancy
City University of New York-Baruch College - Zicklin School of Business 1997 — 2001
BBA, Finance
Deloitte & Touche June 2005 - Present
Bear Stearns June 2001 - May 2005
U.S. RE Corporation September 1999 - May 2001
Skills
US GAAP, SEC filings, Auditing, Financial Accounting, Financial Reporting, Securities, Finance, Private Equity, Corporate Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2004
MS, Accountancy
City University of New York-Baruch College - Zicklin School of Business 1997 — 2001
BBA, Finance
Andrew Schwartz's Bear Stearns Experience June 1997 - March 2001
Job International Operations at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2013 - Present
Ridge Clearing November 2011 - Present
BNP Paribas July 2011 - July 2011
Societe Generale April 2008 - August 2008
KPMG April 2006 - March 2008
GlobeOp Financial Services July 2004 - April 2006
Federated Investors September 2001 - July 2004
Bear Stearns June 1997 - March 2001
Skills
Trading, Fixed Income, Middle Office, Equities, Derivatives, Hedge Funds, Securities, Settlement, Mutual Funds, Operational Risk, Risk Management, Relationship Management, Operational Risk..., Financial Services, Bloomberg, Capital Markets, Prime Brokerage
Education
City University of New York-Baruch College 1997 — 2000
MBA, Finance and Investments
State University of New York College at Oneonta
BS, Business Economics
RBC Capital Markets July 2013 - Present
Ridge Clearing November 2011 - Present
BNP Paribas July 2011 - July 2011
Societe Generale April 2008 - August 2008
KPMG April 2006 - March 2008
GlobeOp Financial Services July 2004 - April 2006
Federated Investors September 2001 - July 2004
Bear Stearns June 1997 - March 2001
Skills
Trading, Fixed Income, Middle Office, Equities, Derivatives, Hedge Funds, Securities, Settlement, Mutual Funds, Operational Risk, Risk Management, Relationship Management, Operational Risk..., Financial Services, Bloomberg, Capital Markets, Prime Brokerage
Education
City University of New York-Baruch College 1997 — 2000
MBA, Finance and Investments
State University of New York College at Oneonta
BS, Business Economics
Felice A. Denny's Bear Stearns Experience 2002 - 2008
Job Director of Human Resources AED Companies & HR Consultant at F&J Professional Services
Industry Human Resources
Experience
AED/Fork Films... 2012 - Present
F&J Professional Services November 2008 - Present
Bear Stearns 2002 - 2008
Goldman Sachs 1990 - 1995
Skills
Strategic Planning, Organizational..., Talent Management, PeopleSoft, Nonprofits, HR Policies, Human Resources, Microsoft Office, Employee Benefits, Investment Banking, HRIS, Microsoft Excel, Recruiting, Employee Relations, Non-profits, Employment Law, Benefits Administration, Personnel Management, Onboarding, Employee Training, Performance Management
Education
City University of New York-Baruch College
Master of Public Administration (MPA), Public Management
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Human Resources Management
AED/Fork Films... 2012 - Present
F&J Professional Services November 2008 - Present
Bear Stearns 2002 - 2008
Goldman Sachs 1990 - 1995
Skills
Strategic Planning, Organizational..., Talent Management, PeopleSoft, Nonprofits, HR Policies, Human Resources, Microsoft Office, Employee Benefits, Investment Banking, HRIS, Microsoft Excel, Recruiting, Employee Relations, Non-profits, Employment Law, Benefits Administration, Personnel Management, Onboarding, Employee Training, Performance Management
Education
City University of New York-Baruch College
Master of Public Administration (MPA), Public Management
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Human Resources Management
Albert F's Bear Stearns Experience January 2000 - June 2004
Job Senior Technology Specialist
Industry Information Technology and Services
Experience
------------ April 2012 - Present
Citi FX (Citibank) November 2010 - June 2012
OppenheimerFunds June 2006 - October 2010
Bank Of America (Prime Broker) June 2004 - June 2006
Bear Stearns January 2000 - June 2004
Barclays Private Banking (BARCAP) January 1998 - December 2000
Skills
JMS, Spring Framework, Multithreading, Scala, Java, Akka, CAMEL, Agile Methodologies, Groovy, Unix, TIBCO, JMX, iBatis, Python, Spring Integration, Scrum, SOA, SQL, Ant, Maven, Play Framework
Education
City University of New York-Baruch College 1995 — 1999
BS, CIS
------------ April 2012 - Present
Citi FX (Citibank) November 2010 - June 2012
OppenheimerFunds June 2006 - October 2010
Bank Of America (Prime Broker) June 2004 - June 2006
Bear Stearns January 2000 - June 2004
Barclays Private Banking (BARCAP) January 1998 - December 2000
Skills
JMS, Spring Framework, Multithreading, Scala, Java, Akka, CAMEL, Agile Methodologies, Groovy, Unix, TIBCO, JMX, iBatis, Python, Spring Integration, Scrum, SOA, SQL, Ant, Maven, Play Framework
Education
City University of New York-Baruch College 1995 — 1999
BS, CIS
Marina Kaganovich's Bear Stearns Experience February 2008 - May 2008
Job VP, Compliance at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2013 - Present
Thomson Reuters November 2010 - November 2013
Boris Kogan & Associates December 2009 - August 2010
Thomson Reuters January 2009 - April 2009
Moody's June 2008 - December 2008
Bear Stearns February 2008 - May 2008
Abrams, Gorelick, Friedman & Jacobson May 2007 - January 2008
Boris Kogan & Associates January 2005 - October 2005
Skills
Securities Law, Securities, Compliance, Securities Regulation, Financial Regulation, Regulations, Risk Management
Education
Brooklyn Law School 2006 — 2009
JD, Law
City University of New York-Baruch College - Zicklin School of Business
BBA
Goldman Sachs December 2013 - Present
Thomson Reuters November 2010 - November 2013
Boris Kogan & Associates December 2009 - August 2010
Thomson Reuters January 2009 - April 2009
Moody's June 2008 - December 2008
Bear Stearns February 2008 - May 2008
Abrams, Gorelick, Friedman & Jacobson May 2007 - January 2008
Boris Kogan & Associates January 2005 - October 2005
Skills
Securities Law, Securities, Compliance, Securities Regulation, Financial Regulation, Regulations, Risk Management
Education
Brooklyn Law School 2006 — 2009
JD, Law
City University of New York-Baruch College - Zicklin School of Business
BBA
Thomas Parejko's Bear Stearns Experience June 1998 - June 2008
Job Vice President Foreign Exchange at Newedge/SG
Industry Investment Banking
Experience
Newedge/SG June 2014 - Present
CRT Capital Group LLC November 2012 - July 2014
Societe Generale July 2008 - August 2012
Bear Stearns June 1998 - June 2008
Skills
Derivatives, FX trading, Foreign Exchange, Investment Banking, Trading
Education
Ball State University
Newedge/SG June 2014 - Present
CRT Capital Group LLC November 2012 - July 2014
Societe Generale July 2008 - August 2012
Bear Stearns June 1998 - June 2008
Skills
Derivatives, FX trading, Foreign Exchange, Investment Banking, Trading
Education
Ball State University
Joseph Mallozzi's Bear Stearns Experience August 2000 - August 2004
Job Vice President Financial Planning @ Analysis
Industry Accounting
Experience
Sterling National Bank June 2015 - Present
Amalgamated Bank April 2014 - June 2015
Sterling National Bank August 2004 - April 2014
Sterling National Bank May 2006 - August 2008
Sterling National Bank August 2005 - August 2006
Sterling National Bank August 2004 - August 2005
Bear Stearns August 2000 - August 2004
GreenPoint Bank April 1989 - August 2000
Skills
Credit, Commercial Banking, Banking, Corporate Finance, Commercial Lending, Portfolio Management, Credit Analysis, Credit Risk, Treasury Management, Small Business Lending, Cash Management, Accounting, Finance, Loans, Auditing, Consumer Lending, Risk Management, Asset Based Lending, Mortgage Lending, Mortgage Banking, Underwriting, Financial Analysis, Financial Services, Capital Markets, Financial Risk, AML, Financial Structuring, Retail Banking, Investment Banking, Relationship Management, Due Diligence, Anti Money Laundering
Education
Baruch College 1989 — 1993
BS, Accounting
Bishop Ford C.C.H.S 1985 — 1989
Sterling National Bank June 2015 - Present
Amalgamated Bank April 2014 - June 2015
Sterling National Bank August 2004 - April 2014
Sterling National Bank May 2006 - August 2008
Sterling National Bank August 2005 - August 2006
Sterling National Bank August 2004 - August 2005
Bear Stearns August 2000 - August 2004
GreenPoint Bank April 1989 - August 2000
Skills
Credit, Commercial Banking, Banking, Corporate Finance, Commercial Lending, Portfolio Management, Credit Analysis, Credit Risk, Treasury Management, Small Business Lending, Cash Management, Accounting, Finance, Loans, Auditing, Consumer Lending, Risk Management, Asset Based Lending, Mortgage Lending, Mortgage Banking, Underwriting, Financial Analysis, Financial Services, Capital Markets, Financial Risk, AML, Financial Structuring, Retail Banking, Investment Banking, Relationship Management, Due Diligence, Anti Money Laundering
Education
Baruch College 1989 — 1993
BS, Accounting
Bishop Ford C.C.H.S 1985 — 1989
Jerome Davies, CPA's Bear Stearns Experience July 1995 - October 2001
Job Manager at Wade J. Bowden & Company CPAs P.C.
Industry Accounting
Experience
Wade J. Bowden & Company CPAs P.C. September 2010 - Present
YieldQuest Advisors/Securities, LLC. December 2006 - May 2009
Merrill Lynch May 2002 - July 2006
Bear Stearns July 1995 - October 2001
Skills
Auditing, Accounting, Financial Analysis, Investments, GAAP, Forecasting, Tax, Asset Managment, Mutual Funds, General Ledger, Business Analysis, SEC filings, SQL, Broker-Dealer, Six Sigma, CPA, FINOP, Compilation Of..., Financial Statement..., Project Management, Staff Management, Corporate Tax, Income Tax, Finance, Financial Reporting, Internal Controls, Asset Management, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MS, Business CIS
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA, Accounting
Wade J. Bowden & Company CPAs P.C. September 2010 - Present
YieldQuest Advisors/Securities, LLC. December 2006 - May 2009
Merrill Lynch May 2002 - July 2006
Bear Stearns July 1995 - October 2001
Skills
Auditing, Accounting, Financial Analysis, Investments, GAAP, Forecasting, Tax, Asset Managment, Mutual Funds, General Ledger, Business Analysis, SEC filings, SQL, Broker-Dealer, Six Sigma, CPA, FINOP, Compilation Of..., Financial Statement..., Project Management, Staff Management, Corporate Tax, Income Tax, Finance, Financial Reporting, Internal Controls, Asset Management, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MS, Business CIS
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA, Accounting
Liz Dempsey's Bear Stearns Experience April 2007 - May 2008
Job Vice President and Assistant Corporate Secretary at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase June 2008 - February 2014
Bear Stearns April 2007 - May 2008
Sidley Austin June 2005 - April 2007
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Equity Capital Markets, Equities, Securities, Financial Services, Investments, Emerging Markets, Private Equity, Bloomberg, Banking, Corporate Finance, Structured Finance
Education
Bard College 2003 — 2005
B.A., Asian Studies
Bard High School Early College 2001 — 2003
A.A., With Distinction
JPMorgan Chase February 2014 - Present
JPMorgan Chase June 2008 - February 2014
Bear Stearns April 2007 - May 2008
Sidley Austin June 2005 - April 2007
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Equity Capital Markets, Equities, Securities, Financial Services, Investments, Emerging Markets, Private Equity, Bloomberg, Banking, Corporate Finance, Structured Finance
Education
Bard College 2003 — 2005
B.A., Asian Studies
Bard High School Early College 2001 — 2003
A.A., With Distinction
Nicole Strongin's Bear Stearns Experience June 2006 - November 2007
Job MBA 2012, Columbia Business School
Industry Marketing and Advertising
Experience
Columbia Business School August 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Tourmalet Advisors October 2009 - June 2010
Pequot Capital February 2008 - September 2009
Bear Stearns June 2006 - November 2007
Skills
Valuation, Brand Management, Equities, Bloomberg, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Barnard College 2002 — 2006
BA, Economics
Columbia College (NY)
BA, Economics
Columbia Business School August 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Tourmalet Advisors October 2009 - June 2010
Pequot Capital February 2008 - September 2009
Bear Stearns June 2006 - November 2007
Skills
Valuation, Brand Management, Equities, Bloomberg, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Barnard College 2002 — 2006
BA, Economics
Columbia College (NY)
BA, Economics
Steven Van Solkema's Bear Stearns Experience October 2003 - December 2008
Job Chief Operating Officer at Millington Securities, Inc.
Industry Financial Services
Experience
Millington Securities, Inc. April 2014 - Present
Ally Financial Inc. May 2012 - July 2013
Ally Financial Inc. June 2010 - May 2012
Bear Stearns October 2003 - December 2008
Goldman Sachs March 1998 - June 2003
Skills
Fixed Income, Capital Markets, Portfolio Management, Hedge Funds, Derivatives, Valuation, Securities, Trading, Bloomberg, Credit, Financial Modeling, Investments, Series 7, Asset Management, Credit Analysis, Loans, Asset Allocation, Asset Managment, Structured Finance, Project Management, Operations Management, Mortgage Lending, MBS, Investment Management, Infrastructure, IT Development, Alternative Investments, Residential Mortgages, Mortgage Banking, Mortgage Underwriting, Chartered Financial..., MBA, Microsoft Excel, Series 24, VBA, Access, SQL, Intex, Intex Desktop, VAR, Financial Accounting, Market Risk, Agency MBS, Jumbo Mortgage, CDO, CLO, Mortgage Servicing, Operational Risk..., Series 55, Series 4
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance
CFA Institute 2000 — 2003
CFA, Chartered Financial Analyst Designation
City University of New York-Baruch College 1994 — 1997
BBA, Finance and Investments
FINRA
Series 4, 7, 24, 55, 63 and 99 Licenses
Millington Securities, Inc. April 2014 - Present
Ally Financial Inc. May 2012 - July 2013
Ally Financial Inc. June 2010 - May 2012
Bear Stearns October 2003 - December 2008
Goldman Sachs March 1998 - June 2003
Skills
Fixed Income, Capital Markets, Portfolio Management, Hedge Funds, Derivatives, Valuation, Securities, Trading, Bloomberg, Credit, Financial Modeling, Investments, Series 7, Asset Management, Credit Analysis, Loans, Asset Allocation, Asset Managment, Structured Finance, Project Management, Operations Management, Mortgage Lending, MBS, Investment Management, Infrastructure, IT Development, Alternative Investments, Residential Mortgages, Mortgage Banking, Mortgage Underwriting, Chartered Financial..., MBA, Microsoft Excel, Series 24, VBA, Access, SQL, Intex, Intex Desktop, VAR, Financial Accounting, Market Risk, Agency MBS, Jumbo Mortgage, CDO, CLO, Mortgage Servicing, Operational Risk..., Series 55, Series 4
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance
CFA Institute 2000 — 2003
CFA, Chartered Financial Analyst Designation
City University of New York-Baruch College 1994 — 1997
BBA, Finance and Investments
FINRA
Series 4, 7, 24, 55, 63 and 99 Licenses
Eli Shaashua's Bear Stearns Experience July 1997 - April 1999
Job Managing Director Wolfson Equities
Industry Financial Services
Experience
Olympus Mons Capital March 2006 - Present
Wolfson Equities March 2005 - Present
New School University September 2007 - May 2008
HSBC April 1999 - March 2005
New York University February 2004 - February 2005
Bear Stearns July 1997 - April 1999
Moody's Investors Service July 1996 - July 1997
Republic National Bank June 1995 - July 1996
Pacific Engineering Development, LLC June 1990 - August 1991
Israel Defense Forces July 1982 - June 1987
Education
The New School 2007 — 2008
MS, Financial Engineering
Baruch College, City University of New York (CUNY) 1993 — 1996
BBA, Applied Mathematics & Accounting
Olympus Mons Capital March 2006 - Present
Wolfson Equities March 2005 - Present
New School University September 2007 - May 2008
HSBC April 1999 - March 2005
New York University February 2004 - February 2005
Bear Stearns July 1997 - April 1999
Moody's Investors Service July 1996 - July 1997
Republic National Bank June 1995 - July 1996
Pacific Engineering Development, LLC June 1990 - August 1991
Israel Defense Forces July 1982 - June 1987
Education
The New School 2007 — 2008
MS, Financial Engineering
Baruch College, City University of New York (CUNY) 1993 — 1996
BBA, Applied Mathematics & Accounting
John Yurkowski's Bear Stearns Experience January 1987 - January 1990
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1999 - Present
Merrill Lynch January 1997 - January 2000
Greenwich Capital MArkets January 1995 - January 2000
UBS January 1992 - January 1997
Bear Stearns January 1987 - January 1990
Skills
Fixed Income, Databases, FX, Trading, Sybase, Data Warehousing, Trading Systems, Perl, Unix, Derivatives, SQL, Linux, FX Options, Exchange Connectivity, Bloomberg, Bonds, Electronic Trading, Financial Risk, Prime Brokerage, Equity Derivatives, Shell Scripting, Market Data, Interest Rate..., Investment Banking, Low Latency, DB2, Hedge Funds, Software Development, Business Analysis, Capital Markets, Reference Data, Enterprise Architecture, Swaps, Credit, Performance Tuning, Equities, SDLC, Market Risk, VBA, Credit Derivatives, Series 7, Team Building, Financial Markets, Rates, Structured Products, CDS, Equity Trading, Options, Quantitative Finance, Distributed Systems
Education
City University of New York-Baruch College 1978 — 1982
BBA, Business Administration and Management, General
Baruch College
Morgan Stanley April 1999 - Present
Merrill Lynch January 1997 - January 2000
Greenwich Capital MArkets January 1995 - January 2000
UBS January 1992 - January 1997
Bear Stearns January 1987 - January 1990
Skills
Fixed Income, Databases, FX, Trading, Sybase, Data Warehousing, Trading Systems, Perl, Unix, Derivatives, SQL, Linux, FX Options, Exchange Connectivity, Bloomberg, Bonds, Electronic Trading, Financial Risk, Prime Brokerage, Equity Derivatives, Shell Scripting, Market Data, Interest Rate..., Investment Banking, Low Latency, DB2, Hedge Funds, Software Development, Business Analysis, Capital Markets, Reference Data, Enterprise Architecture, Swaps, Credit, Performance Tuning, Equities, SDLC, Market Risk, VBA, Credit Derivatives, Series 7, Team Building, Financial Markets, Rates, Structured Products, CDS, Equity Trading, Options, Quantitative Finance, Distributed Systems
Education
City University of New York-Baruch College 1978 — 1982
BBA, Business Administration and Management, General
Baruch College
Arusha Ghosh's Bear Stearns Experience June 2006 - July 2008
Job Managing Director at Third Avenue Management
Industry Investment Management
Experience
Third Avenue Management June 2014 - Present
Credit Suisse September 2010 - Present
Irving Place Capital August 2008 - September 2010
Bear Stearns June 2006 - July 2008
Education
Barnard College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Moira House School 2001 — 2002
Recipient of English Speaking Union Scholarship
The Lawrenceville School 1997 — 2001
Third Avenue Management June 2014 - Present
Credit Suisse September 2010 - Present
Irving Place Capital August 2008 - September 2010
Bear Stearns June 2006 - July 2008
Education
Barnard College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Moira House School 2001 — 2002
Recipient of English Speaking Union Scholarship
The Lawrenceville School 1997 — 2001
Marc Rosner's Bear Stearns Experience May 2006 - April 2008
Job Executive Director Global Head of KYC at Morgan Stanley
Industry Banking
Experience
Morgan Stanley October 2014 - Present
Citi July 2012 - October 2014
Herald National Bank May 2008 - June 2012
Bear Stearns May 2006 - April 2008
Signature Bank/Signature Securities Group July 2001 - April 2006
Skills
AML, Bank Secrecy Act, Securities, USA PATRIOT Act, FINRA, OFAC, Series 7, Banking, Financial Risk, Series 24, KYC, Capital Markets, Hedge Funds, Series 63, Operational Risk, Credit, Anti Money Laundering
Education
Baruch College 1984 — 1988
BA, Psychology
Morgan Stanley October 2014 - Present
Citi July 2012 - October 2014
Herald National Bank May 2008 - June 2012
Bear Stearns May 2006 - April 2008
Signature Bank/Signature Securities Group July 2001 - April 2006
Skills
AML, Bank Secrecy Act, Securities, USA PATRIOT Act, FINRA, OFAC, Series 7, Banking, Financial Risk, Series 24, KYC, Capital Markets, Hedge Funds, Series 63, Operational Risk, Credit, Anti Money Laundering
Education
Baruch College 1984 — 1988
BA, Psychology
Elizabeth Swann's Bear Stearns Experience April 1988 - April 1989
Job Fiscal Analyst at Mecklenburg County
Industry Executive Office
Experience
Mecklenburg County November 2013 - Present
Duke Energy May 2011 - May 2013
Okuma America Inc April 1995 - January 1998
Corning Incorporated July 1992 - March 1993
Ernst and Young January 1989 - January 1992
Bear Stearns April 1988 - April 1989
Shearson Lehman January 1985 - January 1987
Transport Workers January 1982 - January 1985
Education
Baruch College 1980 — 1984
B.S, Business Management; Finance
Baruch College, City University of New York (CUNY) 1980 — 1984
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Mecklenburg County November 2013 - Present
Duke Energy May 2011 - May 2013
Okuma America Inc April 1995 - January 1998
Corning Incorporated July 1992 - March 1993
Ernst and Young January 1989 - January 1992
Bear Stearns April 1988 - April 1989
Shearson Lehman January 1985 - January 1987
Transport Workers January 1982 - January 1985
Education
Baruch College 1980 — 1984
B.S, Business Management; Finance
Baruch College, City University of New York (CUNY) 1980 — 1984
Bachelor's degree, Business, Management, Marketing, and Related Support Services
CHANDANKUMAR BOGGADI's Bear Stearns Experience December 2007 - March 2008
Job JPMorgan
Industry Information Technology and Services
Experience
J.P. Morgan January 2014 - Present
International Solutions Group December 2007 - January 2014
Bear Stearns December 2007 - March 2008
Prudential Insurance April 2005 - November 2007
TATA CONSULTANCY SERVICES April 2001 - November 2007
Wolters Kluwer (CT Corporation) June 2002 - February 2005
Lombard Canada Ltd February 2002 - June 2002
Duerr Financial Corporation June 2001 - January 2002
Tata Consultancy Services April 2001 - June 2001
Education
Bangalore University 1996 — 2000
Bachelor of Technology, Computer Science and Engineering, Distinction
J.P. Morgan January 2014 - Present
International Solutions Group December 2007 - January 2014
Bear Stearns December 2007 - March 2008
Prudential Insurance April 2005 - November 2007
TATA CONSULTANCY SERVICES April 2001 - November 2007
Wolters Kluwer (CT Corporation) June 2002 - February 2005
Lombard Canada Ltd February 2002 - June 2002
Duerr Financial Corporation June 2001 - January 2002
Tata Consultancy Services April 2001 - June 2001
Education
Bangalore University 1996 — 2000
Bachelor of Technology, Computer Science and Engineering, Distinction
Nicholas Ruggiero's Bear Stearns Experience July 1996 - January 2004
Job Director, Trade Supervision at BofA/Merrill Lynch
Industry Financial Services
Experience
BofA/Merrill Lynch May 2013 - Present
BofA/Merrill Lynch November 2012 - May 2013
Benchmark August 2011 - November 2012
Merrill Lynch March 2009 - August 2011
Banc of America Securities February 2004 - March 2009
Bear Stearns July 1996 - January 2004
Skills
Series 7, Series 24, Series 63, Equity Trading, Electronic Trading, Trading Systems, Securities, Capital Markets, Bloomberg, Compliance
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance
BofA/Merrill Lynch May 2013 - Present
BofA/Merrill Lynch November 2012 - May 2013
Benchmark August 2011 - November 2012
Merrill Lynch March 2009 - August 2011
Banc of America Securities February 2004 - March 2009
Bear Stearns July 1996 - January 2004
Skills
Series 7, Series 24, Series 63, Equity Trading, Electronic Trading, Trading Systems, Securities, Capital Markets, Bloomberg, Compliance
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance
Elda Coka's Bear Stearns Experience 2005 - 2007
Job VP at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2014 - Present
J.P. Morgan January 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns 2005 - 2007
Skills
Market Risk, Derivatives, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Fixed Income, Investments, Financial Risk, Risk Management, VAR, FX Options, Hedge Funds, Investment Banking
Education
Iona College 2005 — 2008
Master of Business Administration (MBA), Finance, General
NYU, SCPS 2006 — 2006
Certificate in Financial Risk Management, Risk Management
Baruch College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Morgan Stanley July 2014 - Present
J.P. Morgan January 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns 2005 - 2007
Skills
Market Risk, Derivatives, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Fixed Income, Investments, Financial Risk, Risk Management, VAR, FX Options, Hedge Funds, Investment Banking
Education
Iona College 2005 — 2008
Master of Business Administration (MBA), Finance, General
NYU, SCPS 2006 — 2006
Certificate in Financial Risk Management, Risk Management
Baruch College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Leonard Serlin's Bear Stearns Experience 1978 - 1990
Job Sr Consultant at Geneva Consulting Group
Industry Computer Software
Experience
Geneva Consulting Group July 2013 - Present
Symphony Corp. (via acquisition of JGI/HR21) June 1995 - June 2013
Young & Rubicam 1992 - 1995
Independent Consultant 1990 - 1992
Bear, Stearns 1978 - 1990
Skills
PeopleSoft, ADP Payroll, SQR, HRIS, Process Improvement, Software Implementation, MS Project, Human Resources, Payroll, SQL, Outsourcing, Business Process, ADP Reporter, ADP ReportSmith, Toad, SQL Plus, Enterprise Software, Personnel Management, Integration, Employee Benefits, SQL*Plus
Education
ADP
Baruch College
Economics
City University of New York City College
Bachelor's degree, Economics and Statistics
Oracle Corporation
PeopleSoft
Geneva Consulting Group July 2013 - Present
Symphony Corp. (via acquisition of JGI/HR21) June 1995 - June 2013
Young & Rubicam 1992 - 1995
Independent Consultant 1990 - 1992
Bear, Stearns 1978 - 1990
Skills
PeopleSoft, ADP Payroll, SQR, HRIS, Process Improvement, Software Implementation, MS Project, Human Resources, Payroll, SQL, Outsourcing, Business Process, ADP Reporter, ADP ReportSmith, Toad, SQL Plus, Enterprise Software, Personnel Management, Integration, Employee Benefits, SQL*Plus
Education
ADP
Baruch College
Economics
City University of New York City College
Bachelor's degree, Economics and Statistics
Oracle Corporation
PeopleSoft
Tamsin Willard's Bear Stearns Experience 1995 - 1996
Job Independent Editing and Writing Professional
Industry Writing and Editing
Experience
Independent October 1989 - Present
Prudential Securities 1991 - 1998
Bear Stearns 1995 - 1996
The First Boston Corporation 1981 - 1988
Skills
Copy Editing, Proofreading, Editing, Magazines, Literature, History, Editorial, Creative Writing
Education
Bank Street College of Education 1976 — 1978
M.S., Teaching
Bennington College 1967 — 1971
B.A., Literature
Independent October 1989 - Present
Prudential Securities 1991 - 1998
Bear Stearns 1995 - 1996
The First Boston Corporation 1981 - 1988
Skills
Copy Editing, Proofreading, Editing, Magazines, Literature, History, Editorial, Creative Writing
Education
Bank Street College of Education 1976 — 1978
M.S., Teaching
Bennington College 1967 — 1971
B.A., Literature
Suresh Marupudi's Bear Stearns Experience May 2002 - October 2003
Job Advisor, Application Development at CBRE
Industry Higher Education
Experience
CBRE April 2011 - Present
UMass Medical School August 2010 - March 2011
University of Connecticut May 2006 - June 2010
IBM Global Services January 2006 - May 2006
CareFirst BlueCross BlueShield September 2005 - January 2006
Broadcom Corporation April 2005 - September 2005
Agilent Technologies September 2004 - March 2005
Caterpillar Inc. December 2003 - August 2004
Bear Stearns May 2002 - October 2003
Verity Inc November 2000 - April 2002
Skills
PeopleTools, PeopleSoft, PeopleCode, SQR, SQL, SDLC, Requirements Analysis, Oracle, Business Intelligence, Requirements Gathering, PL/SQL
Education
Bangalore University 1990 — 1994
Bachelor of Engineering (BE), Computer Science and Engineering
CBRE April 2011 - Present
UMass Medical School August 2010 - March 2011
University of Connecticut May 2006 - June 2010
IBM Global Services January 2006 - May 2006
CareFirst BlueCross BlueShield September 2005 - January 2006
Broadcom Corporation April 2005 - September 2005
Agilent Technologies September 2004 - March 2005
Caterpillar Inc. December 2003 - August 2004
Bear Stearns May 2002 - October 2003
Verity Inc November 2000 - April 2002
Skills
PeopleTools, PeopleSoft, PeopleCode, SQR, SQL, SDLC, Requirements Analysis, Oracle, Business Intelligence, Requirements Gathering, PL/SQL
Education
Bangalore University 1990 — 1994
Bachelor of Engineering (BE), Computer Science and Engineering
Angela Tsang's Bear Stearns Experience May 2006 - March 2008
Job Senior Accountant at Global Association of Risk Professionals
Industry Financial Services
Experience
Global Association of Risk Professionals January 2009 - Present
Bear Stearns/JPMorgan Chase March 2008 - November 2008
Bear Stearns May 2006 - March 2008
REFCO, LLC May 2005 - April 2006
GSW & Associates August 2001 - May 2005
Skills
Corporate Finance, Financial Reporting, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Finance, Internal Controls, Equities, Valuation, Accounting, Investment Banking, Account Reconciliation, Banking, Financial Services
Education
Baruch College 1999 — 2001
BBA, Accounting
Global Association of Risk Professionals January 2009 - Present
Bear Stearns/JPMorgan Chase March 2008 - November 2008
Bear Stearns May 2006 - March 2008
REFCO, LLC May 2005 - April 2006
GSW & Associates August 2001 - May 2005
Skills
Corporate Finance, Financial Reporting, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Finance, Internal Controls, Equities, Valuation, Accounting, Investment Banking, Account Reconciliation, Banking, Financial Services
Education
Baruch College 1999 — 2001
BBA, Accounting
Sanjay Kannambadi's Bear Stearns Experience April 1994 - March 1998
Job
Industry Financial Services
Experience
Deloitte July 2014 - Present
BNY Mellon Clearing September 2009 - June 2014
BNY Mellon January 2005 - September 2009
BNY Mellon March 2001 - January 2005
JPMorgan Chase October 1998 - January 2001
Barra March 1998 - September 1998
Bear Stearns April 1994 - March 1998
Coopers & Lybrand Consulting August 1993 - March 1994
Merrill Lynch June 1992 - September 1992
Thermo Electric Company January 1987 - January 1991
Skills
Series 3, Series 7, Series 30, Series 63, Derivatives, Capital Markets, Cross-functional Team..., Management, Strategy, Equities, Trading, Fixed Income, Portfolio Management, Hedge Funds, Financial Services, Mergers & Acquisitions, Investments, Finance, Analysis, Private Equity, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA
The University of Texas at El Paso 1985 — 1988
Master of Science (MS), Engineering
Bangalore University 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Deloitte July 2014 - Present
BNY Mellon Clearing September 2009 - June 2014
BNY Mellon January 2005 - September 2009
BNY Mellon March 2001 - January 2005
JPMorgan Chase October 1998 - January 2001
Barra March 1998 - September 1998
Bear Stearns April 1994 - March 1998
Coopers & Lybrand Consulting August 1993 - March 1994
Merrill Lynch June 1992 - September 1992
Thermo Electric Company January 1987 - January 1991
Skills
Series 3, Series 7, Series 30, Series 63, Derivatives, Capital Markets, Cross-functional Team..., Management, Strategy, Equities, Trading, Fixed Income, Portfolio Management, Hedge Funds, Financial Services, Mergers & Acquisitions, Investments, Finance, Analysis, Private Equity, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA
The University of Texas at El Paso 1985 — 1988
Master of Science (MS), Engineering
Bangalore University 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
MYLES TURNER's Bear Stearns Experience June 1979 - June 1987
Job Senior Managing Director, Siebert Capital Markets
Industry Financial Services
Experience
Siebert Brandford Shank Co., LLC. June 2004 - Present
Ramirez & Co., Inc. June 1999 - June 2004
M R Beal & Co May 1992 - May 1999
Muriel Siebert & Co., Inc. July 1987 - May 1992
Bear Stearns June 1979 - June 1987
Education
Baruch College 1974 — 1978
BBA, FINANCE
POWER MEMORIAL 1970 — 1974
Siebert Brandford Shank Co., LLC. June 2004 - Present
Ramirez & Co., Inc. June 1999 - June 2004
M R Beal & Co May 1992 - May 1999
Muriel Siebert & Co., Inc. July 1987 - May 1992
Bear Stearns June 1979 - June 1987
Education
Baruch College 1974 — 1978
BBA, FINANCE
POWER MEMORIAL 1970 — 1974
Paul Berman's Bear Stearns Experience 1997 - 2002
Job Portfolio Manager at Wildwood Holdings, LLC
Industry Investment Management
Experience
Wildwood Holdings, LLC October 2010 - Present
Horizon Asset Management, Inc. July 2006 - April 2009
PoleStar Capital Management May 2003 - June 2006
Bear Stearns 1997 - 2002
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA)
Babson College 1980 — 1983
Bachelor of Science (BS), Finance
Wildwood Holdings, LLC October 2010 - Present
Horizon Asset Management, Inc. July 2006 - April 2009
PoleStar Capital Management May 2003 - June 2006
Bear Stearns 1997 - 2002
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA)
Babson College 1980 — 1983
Bachelor of Science (BS), Finance
Marlyn Brown, MBA's Bear Stearns Experience 2004 - 2008
Job Senior Accountant at St. Barnabas Hospital
Industry Hospital & Health Care
Experience
St. Barnabas Hospital November 2013 - Present
Barclays Wealth and Investment Management May 2013 - August 2013
JPMorgan Chase 2008 - 2012
Bear Stearns 2004 - 2008
Bear Stearns 2004 - 2008
WACHOVIA SECURITIES, INC.(Formerly Prudential Securities) 1999 - 2004
Skills
Advanced MS Office,..., Equities, Accounting, Fixed Income, Financial Analysis, Financial Audits, Hedge Funds, Corporate Finance, Management, Financial Modeling
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Long Island University
Master of Business Administration (MBA), FInance
St. Barnabas Hospital November 2013 - Present
Barclays Wealth and Investment Management May 2013 - August 2013
JPMorgan Chase 2008 - 2012
Bear Stearns 2004 - 2008
Bear Stearns 2004 - 2008
WACHOVIA SECURITIES, INC.(Formerly Prudential Securities) 1999 - 2004
Skills
Advanced MS Office,..., Equities, Accounting, Fixed Income, Financial Analysis, Financial Audits, Hedge Funds, Corporate Finance, Management, Financial Modeling
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Long Island University
Master of Business Administration (MBA), FInance
Ross Dolgoff's Bear Stearns Experience 2005 - 2008
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan 2008 - Present
Bear Stearns 2005 - 2008
Lehman Brothers 2000 - 2005
Skills
Equities, Hedge Funds, Investments, Asset Management, Securities, Portfolio Management, Capital Markets, Alternative Investments, Fixed Income, Risk Management, Valuation, Investment Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (B.S.), Management
JP Morgan 2008 - Present
Bear Stearns 2005 - 2008
Lehman Brothers 2000 - 2005
Skills
Equities, Hedge Funds, Investments, Asset Management, Securities, Portfolio Management, Capital Markets, Alternative Investments, Fixed Income, Risk Management, Valuation, Investment Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (B.S.), Management
Norbert Holmes Clare, Jr.'s Bear Stearns Experience September 1994 - April 2000
Job eServices at Bed Bath & Beyond
Industry Retail
Experience
Bed Bath & Beyond September 2002 - Present
Bear Stearns September 1994 - April 2000
Federal Reserve Bank of New York September 1985 - September 1990
New York Life Insurance Company March 1987 - September 1988
OECD February 1981 - April 1985
Skills
ALGOL, CANDE, DMALGOL,...
Education
American College in Paris (AUP) 1979 — 1981
Bachelor of Arts (B.A.), International Business
Bard College at Simon's Rock 1974 — 1976
Associate of Arts (AA), pre- medical
Bed Bath & Beyond September 2002 - Present
Bear Stearns September 1994 - April 2000
Federal Reserve Bank of New York September 1985 - September 1990
New York Life Insurance Company March 1987 - September 1988
OECD February 1981 - April 1985
Skills
ALGOL, CANDE, DMALGOL,...
Education
American College in Paris (AUP) 1979 — 1981
Bachelor of Arts (B.A.), International Business
Bard College at Simon's Rock 1974 — 1976
Associate of Arts (AA), pre- medical
Juan Baez's Bear Stearns Experience June 2004 - April 2007
Job Associate, Corporate and Investment Bank, KYC Operations
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Global Trade Management SAS July 2013 - March 2014
Comercializadora Norte Import October 2011 - December 2013
Independent Consultant October 2010 - September 2011
E&J Unique Baked Products December 2008 - June 2010
Morgan Stanley April 2007 - January 2009
Bear Stearns June 2004 - April 2007
Morgan Stanley December 2003 - June 2004
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance and Investments
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
J.P. Morgan April 2014 - Present
Global Trade Management SAS July 2013 - March 2014
Comercializadora Norte Import October 2011 - December 2013
Independent Consultant October 2010 - September 2011
E&J Unique Baked Products December 2008 - June 2010
Morgan Stanley April 2007 - January 2009
Bear Stearns June 2004 - April 2007
Morgan Stanley December 2003 - June 2004
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance and Investments
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Barry Eisenberg's Bear Stearns Experience January 2003 - December 2003
Job Managing Partner at BE Global Advisors
Industry Management Consulting
Experience
BE Global Advisors, Inc. August 2012 - Present
Mubadala Development Company October 2008 - August 2012
Morgan Stanley January 2004 - August 2007
Bear Stearns January 2003 - December 2003
PwC September 1999 - December 2002
Skills
Valuation, Mergers & Acquisitions, Investment Management, Private Equity, Financial Modeling, Venture Capital, Portfolio Management, Investment Banking, Alternative Investments, Management Consulting, Equity Research, Corporate Finance, Emerging Markets, M&A experience, Regulatory Compliance, Financial Structuring, Business Planning, Start-up Ventures, Investment Performance, Entrepreneurship, Enterprise Risk...
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
Master of Business Administration (MBA), Finance and International Business
Union College 1995 — 1999
Bachelor of Arts (BA), Managerial Economics
BE Global Advisors, Inc. August 2012 - Present
Mubadala Development Company October 2008 - August 2012
Morgan Stanley January 2004 - August 2007
Bear Stearns January 2003 - December 2003
PwC September 1999 - December 2002
Skills
Valuation, Mergers & Acquisitions, Investment Management, Private Equity, Financial Modeling, Venture Capital, Portfolio Management, Investment Banking, Alternative Investments, Management Consulting, Equity Research, Corporate Finance, Emerging Markets, M&A experience, Regulatory Compliance, Financial Structuring, Business Planning, Start-up Ventures, Investment Performance, Entrepreneurship, Enterprise Risk...
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
Master of Business Administration (MBA), Finance and International Business
Union College 1995 — 1999
Bachelor of Arts (BA), Managerial Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS