Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
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Bear Stearns Employees
Employee
Years
Job
Industry
John Piemonte John Piemonte's Bear Stearns Experience May 2002 - March 2006
Job Public Finance Investment Banker for Robert W. Baird
Industry Capital Markets
Experience
R. W. Baird & Co. April 2011 - Present
Royal Bank of Canada March 2006 - December 2010
Bear Stearns May 2002 - March 2006
UBS-Paine Webber-Kidder Peabody July 1994 - May 2002
Central Transportation Systems 1986 - 1992
Skills
Fixed Income, Capital Markets, Series 7, Bonds, Credit, Securities, Portfolio Management, Bloomberg, FX Options, Funding, Investments, Equities, Valuation, Options, Banking, Series 63, Investment Banking, Mutual Funds, Hedge Funds, Finance, Derivatives
Education
Northeastern Illinois University 1992 — 1994
BS, Finance/Economics
Lane Tech College Prep
R. W. Baird & Co. April 2011 - Present
Royal Bank of Canada March 2006 - December 2010
Bear Stearns May 2002 - March 2006
UBS-Paine Webber-Kidder Peabody July 1994 - May 2002
Central Transportation Systems 1986 - 1992
Skills
Fixed Income, Capital Markets, Series 7, Bonds, Credit, Securities, Portfolio Management, Bloomberg, FX Options, Funding, Investments, Equities, Valuation, Options, Banking, Series 63, Investment Banking, Mutual Funds, Hedge Funds, Finance, Derivatives
Education
Northeastern Illinois University 1992 — 1994
BS, Finance/Economics
Lane Tech College Prep
Chanel Diaz Chanel Diaz's Bear Stearns Experience May 2006 - November 2007
Job Transaction Manager at U.S. Bank
Industry Real Estate
Experience
U.S. Bank July 2013 - Present
ESDI, Inc January 2012 - July 2013
Arnel Commercial Properties May 2011 - January 2012
ESDI, Inc. June 2009 - May 2011
The Colton Company September 2007 - February 2009
Bear Stearns May 2006 - November 2007
Skills
Executive Suites, Property Management, Leases, Commercial Real Estate, Real Estate, Marketing, Property, Real Estate Transactions, Corporate Real Estate, Sellers, Selling, Lease Administration, Disposition, Contract Negotiation, Lease Negotiations, Sales, Brokerage, Investment Properties, Management
Education
Orange Coast College
Orange Coast College
U.S. Bank July 2013 - Present
ESDI, Inc January 2012 - July 2013
Arnel Commercial Properties May 2011 - January 2012
ESDI, Inc. June 2009 - May 2011
The Colton Company September 2007 - February 2009
Bear Stearns May 2006 - November 2007
Skills
Executive Suites, Property Management, Leases, Commercial Real Estate, Real Estate, Marketing, Property, Real Estate Transactions, Corporate Real Estate, Sellers, Selling, Lease Administration, Disposition, Contract Negotiation, Lease Negotiations, Sales, Brokerage, Investment Properties, Management
Education
Orange Coast College
Orange Coast College
Steven Sebastian Steven Sebastian's Bear Stearns Experience 1994 - 1996
Job Managing Director and Head of Financial Advisory Services at Seaport Global Securities
Industry Financial Services
Experience
Seaport Global Securities 2009 - Present
Monterey Support Group / TPG Growth 2008 - 2009
Chanin Capital Partners 2003 - 2007
Westar Capital 1996 - 2002
Bear Stearns 1994 - 1996
Deutsche Bank 1990 - 1994
Drexel Burnham Lambert 1989 - 1990
Kidder Peabody 1984 - 1989
Skills
Accounting, Acquisition Integration, Acquisitions, Board Development, Board of Directors, Board Governance, Building Relationships, Business Analysis, Business Development, Business Strategy, Compensation Structures, Consumer Products, Corporate Finance, Corporate Tax, Debt & Equity Financing, Debt Restructuring, Divestitures, Due Diligence, Energy, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Healthcare, International Business, Investment Banking, Investments, Leveraged Finance, LBO, Management, Mergers & Acquisitions, Portfolio Management, Private Equity, Restructuring, SaaS, Shipping, Special Situations, Statistics, Turnaround Experience, Valuation
Education
Northwestern University
BA, Mathematics & Economics (double major)
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting
Northwestern University School of Law
JD
Seaport Global Securities 2009 - Present
Monterey Support Group / TPG Growth 2008 - 2009
Chanin Capital Partners 2003 - 2007
Westar Capital 1996 - 2002
Bear Stearns 1994 - 1996
Deutsche Bank 1990 - 1994
Drexel Burnham Lambert 1989 - 1990
Kidder Peabody 1984 - 1989
Skills
Accounting, Acquisition Integration, Acquisitions, Board Development, Board of Directors, Board Governance, Building Relationships, Business Analysis, Business Development, Business Strategy, Compensation Structures, Consumer Products, Corporate Finance, Corporate Tax, Debt & Equity Financing, Debt Restructuring, Divestitures, Due Diligence, Energy, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Healthcare, International Business, Investment Banking, Investments, Leveraged Finance, LBO, Management, Mergers & Acquisitions, Portfolio Management, Private Equity, Restructuring, SaaS, Shipping, Special Situations, Statistics, Turnaround Experience, Valuation
Education
Northwestern University
BA, Mathematics & Economics (double major)
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting
Northwestern University School of Law
JD
Christopher Shin Christopher Shin's Bear Stearns Experience 1995 - 2003
Job Managing Director, Partner HighTower Advisors
Industry Financial Services
Experience
HighTower July 2015 - Present
Guggenheim Partners September 2009 - July 2015
Goldman Sachs 2006 - 2008
Sailfish Capital Partners 2005 - 2006
Wachovia Securities 2003 - 2005
Bear Stearns 1995 - 2003
Merrill Lynch Investment Management 1993 - 1995
Skills
Fixed Income, Derivatives, Trading, Portfolio Management, Structured Finance, Hedge Funds, Bloomberg, Alternative Investments, Capital Markets, Equities, Asset Management, Investments, Asset Allocation, Bonds, Commodity, Credit Derivatives, Structured Products
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Science (MS), Finance
University of Chicago 1987 — 1991
Bachelor's degree, Economics
HighTower July 2015 - Present
Guggenheim Partners September 2009 - July 2015
Goldman Sachs 2006 - 2008
Sailfish Capital Partners 2005 - 2006
Wachovia Securities 2003 - 2005
Bear Stearns 1995 - 2003
Merrill Lynch Investment Management 1993 - 1995
Skills
Fixed Income, Derivatives, Trading, Portfolio Management, Structured Finance, Hedge Funds, Bloomberg, Alternative Investments, Capital Markets, Equities, Asset Management, Investments, Asset Allocation, Bonds, Commodity, Credit Derivatives, Structured Products
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Science (MS), Finance
University of Chicago 1987 — 1991
Bachelor's degree, Economics
David Hancox's Bear Stearns Experience 2001 - 2008
Job
Industry Financial Services
Experience
Alpine Funding January 2001 - Present
Bear Stearns 2001 - 2008
Bear Stearns 2001 - 2008
Skills
Sales Management, Sales, Negotiation, New Business Development, Strategic Planning, Account Management, Customer Service, Marketing Strategy, Business Development, Marketing, Budgets, Key Account Management, Sales Operations, Team Building, Management, Direct Sales
Education
Northeastern University 1996 — 2001
Bachelor's Degree, Finance and Marketing
Alpine Funding January 2001 - Present
Bear Stearns 2001 - 2008
Bear Stearns 2001 - 2008
Skills
Sales Management, Sales, Negotiation, New Business Development, Strategic Planning, Account Management, Customer Service, Marketing Strategy, Business Development, Marketing, Budgets, Key Account Management, Sales Operations, Team Building, Management, Direct Sales
Education
Northeastern University 1996 — 2001
Bachelor's Degree, Finance and Marketing
Peter Sweeney Peter Sweeney's Bear Stearns Experience April 2002 - June 2008
Job Institutional Sales Trader at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2008 - Present
Bear Stearns April 2002 - June 2008
Education
Ohio Wesleyan University 1992 — 1994
Bachelor of Science (BS), Environmental Science and Geography
Stifel Financial Corp. June 2008 - Present
Bear Stearns April 2002 - June 2008
Education
Ohio Wesleyan University 1992 — 1994
Bachelor of Science (BS), Environmental Science and Geography
Robert Mubanda Robert Mubanda's Bear Stearns Experience July 2007 - October 2008
Job VP Business Development at TechSoft Business Solutions
Industry Information Technology and Services
Experience
TechSoft Business Solutions November 2013 - Present
Red Bank Insurance Consultants April 2013 - December 2014
Aflac October 2012 - May 2014
Charles River Associates October 2008 - August 2012
Bear Stearns July 2007 - October 2008
Credit Suisse January 2007 - June 2007
Credit Suisse July 1999 - December 2006
Random House July 1998 - June 1999
Bear Stearns January 1996 - June 1998
Merrill Lynch January 1990 - December 1995
Skills
Process Improvement, Project Management, Vendor Management, Program Management, Pharmacy Benefit..., Change Management, Management, Operations Management, Insurance, Account Management, Customer Service, Strategic Planning, Team Building, Employee Benefits
Education
Nyack College 1995 — 1996
Organization Dynamics
University of New Hampshire 1976 — 1978
Electrical Engineering
TechSoft Business Solutions November 2013 - Present
Red Bank Insurance Consultants April 2013 - December 2014
Aflac October 2012 - May 2014
Charles River Associates October 2008 - August 2012
Bear Stearns July 2007 - October 2008
Credit Suisse January 2007 - June 2007
Credit Suisse July 1999 - December 2006
Random House July 1998 - June 1999
Bear Stearns January 1996 - June 1998
Merrill Lynch January 1990 - December 1995
Skills
Process Improvement, Project Management, Vendor Management, Program Management, Pharmacy Benefit..., Change Management, Management, Operations Management, Insurance, Account Management, Customer Service, Strategic Planning, Team Building, Employee Benefits
Education
Nyack College 1995 — 1996
Organization Dynamics
University of New Hampshire 1976 — 1978
Electrical Engineering
Vy Vo's Bear Stearns Experience June 2005 - December 2005
Job
Industry Financial Services
Experience
Natixis Global Asset Management January 2014 - Present
Natixis Global Asset Management April 2012 - December 2013
Goldman Sachs September 2008 - June 2010
BlackRock July 2007 - January 2008
Copley Focus Centers March 2007 - December 2007
Merrill Lynch July 2006 - December 2006
Bear Stearns June 2005 - December 2005
CypressTree Investments April 2004 - June 2005
Skills
Equities
Education
Northeastern University 2004 — 2008
BSBA, Finance
John D. O'Bryant High School 1999 — 2003
High School Diploma, Mathematics and Science
Natixis Global Asset Management January 2014 - Present
Natixis Global Asset Management April 2012 - December 2013
Goldman Sachs September 2008 - June 2010
BlackRock July 2007 - January 2008
Copley Focus Centers March 2007 - December 2007
Merrill Lynch July 2006 - December 2006
Bear Stearns June 2005 - December 2005
CypressTree Investments April 2004 - June 2005
Skills
Equities
Education
Northeastern University 2004 — 2008
BSBA, Finance
John D. O'Bryant High School 1999 — 2003
High School Diploma, Mathematics and Science
Maqsood Ali's Bear Stearns Experience May 2006 - November 2007
Job Project Manager at The NPD Group
Industry Financial Services
Experience
The NPD Group September 2014 - Present
Adecco Staffing, USA July 2012 - August 2014
Oliver Wyman January 2011 - June 2012
Oliver Wyman January 2008 - January 2011
Bear Stearns May 2006 - November 2007
WellPoint January 2001 - May 2006
Skills
CRM, Project Management, SharePoint, Agile Methodologies, IT Strategy, Enterprise Software, Program Management, Business Analysis, Process Improvement, Business Process..., IT Management, Microsoft CRM, Salesforce.com, Change Management, Risk Management, Software Project..., Management Consulting, Business Intelligence, ITIL, Project Portfolio..., Data Analysis, SDLC, Analysis, Project Delivery, CA Clarity, Gel, Projects, ExactTarget, Management, Leadership, Strategy
Education
Osmania University 1996 — 2000
BE, Mechanical Engineering
The NPD Group September 2014 - Present
Adecco Staffing, USA July 2012 - August 2014
Oliver Wyman January 2011 - June 2012
Oliver Wyman January 2008 - January 2011
Bear Stearns May 2006 - November 2007
WellPoint January 2001 - May 2006
Skills
CRM, Project Management, SharePoint, Agile Methodologies, IT Strategy, Enterprise Software, Program Management, Business Analysis, Process Improvement, Business Process..., IT Management, Microsoft CRM, Salesforce.com, Change Management, Risk Management, Software Project..., Management Consulting, Business Intelligence, ITIL, Project Portfolio..., Data Analysis, SDLC, Analysis, Project Delivery, CA Clarity, Gel, Projects, ExactTarget, Management, Leadership, Strategy
Education
Osmania University 1996 — 2000
BE, Mechanical Engineering
Todd Henrich Todd Henrich's Bear Stearns Experience 1996 - 2008
Job SVP, Corporate Development at Priceline.com Incorporated
Industry Leisure, Travel & Tourism
Experience
The Priceline Group Inc. July 2012 - Present
Portico Capital 2008 - 2012
Bear Stearns 1996 - 2008
Lehman Brothers 1991 - 1994
Education
Kellogg School of Management 1994 — 1996
MBA, Finance
Yale University 1986 — 1990
BA, Economics, cum laude
The Priceline Group Inc. July 2012 - Present
Portico Capital 2008 - 2012
Bear Stearns 1996 - 2008
Lehman Brothers 1991 - 1994
Education
Kellogg School of Management 1994 — 1996
MBA, Finance
Yale University 1986 — 1990
BA, Economics, cum laude
Rachel Grand Rachel Grand's Bear Stearns Experience 2003 - 2003
Job Vice President, Legal at The D. E. Shaw Group
Industry Investment Management
Experience
The D. E. Shaw Group October 2013 - Present
Chalkstream Capital Group, L.P. July 2012 - September 2013
Tower Research Capital July 2010 - June 2012
D. E. Shaw & Co. July 2006 - July 2010
Fried Frank 2004 - 2006
Bear Stearns 2003 - 2003
Goldman Sachs 2000 - 2001
Skills
Securities, Asset Management, Hedge Funds, Private Placements, Financial Services, Securities Regulation, Prime Brokerage, Corporate Governance, Equities, Corporate Law, Fund Of Funds, Alternative Investments, Investment Management, Investment Advisers Act, Private Equity
Education
New York University School of Law 2002 — 2005
J.D.
Yale University 1998 — 2002
Bachelor of Arts (B.A.), Political Science
Brearley
Brearley
The D. E. Shaw Group October 2013 - Present
Chalkstream Capital Group, L.P. July 2012 - September 2013
Tower Research Capital July 2010 - June 2012
D. E. Shaw & Co. July 2006 - July 2010
Fried Frank 2004 - 2006
Bear Stearns 2003 - 2003
Goldman Sachs 2000 - 2001
Skills
Securities, Asset Management, Hedge Funds, Private Placements, Financial Services, Securities Regulation, Prime Brokerage, Corporate Governance, Equities, Corporate Law, Fund Of Funds, Alternative Investments, Investment Management, Investment Advisers Act, Private Equity
Education
New York University School of Law 2002 — 2005
J.D.
Yale University 1998 — 2002
Bachelor of Arts (B.A.), Political Science
Brearley
Brearley
Bill Saltonstall Bill Saltonstall's Bear Stearns Experience 1997 - 2008
Job Institutional Sales at Craig Hallum
Industry Financial Services
Experience
Craig-Hallum Capital Group 2010 - Present
Bear Stearns 1997 - 2008
Soundview 1988 - 1998
Skills
Equities, Hedge Funds, Institutional Sales, Equity Research, Capital Markets, Investments, Series 7, Equity Trading, Bloomberg, Series 63, Mutual Funds, Alternative Investments, Fixed Income, Financial Modeling, Valuation, Equity Valuation, Strategy, Asset Management
Education
Ohio Wesleyan University
University of New Hampshire
Bachelor of Arts (BA)
Craig-Hallum Capital Group 2010 - Present
Bear Stearns 1997 - 2008
Soundview 1988 - 1998
Skills
Equities, Hedge Funds, Institutional Sales, Equity Research, Capital Markets, Investments, Series 7, Equity Trading, Bloomberg, Series 63, Mutual Funds, Alternative Investments, Fixed Income, Financial Modeling, Valuation, Equity Valuation, Strategy, Asset Management
Education
Ohio Wesleyan University
University of New Hampshire
Bachelor of Arts (BA)
BHUSHANAM BONAGIRI BHUSHANAM BONAGIRI's Bear Stearns Experience October 2006 - November 2006
Job Cognos BI Analyst at Life Technologies
Industry Information Technology and Services
Experience
Life Technologies July 2012 - Present
iTech US Inc June 2009 - July 2012
The Walt Disney Company November 2009 - August 2011
AAA NCNU June 2007 - October 2009
Premier IT Solutions October 2006 - May 2009
LeapFrog February 2007 - May 2007
Health Administration Services (HAS) December 2006 - January 2007
Bear Stearns October 2006 - November 2006
Eastray Technologies September 2005 - September 2006
Skills
Cognos BI, Informatica, Cognos, OLAP, Cognos ReportNet, Business Intelligence, DB2, Cognos TM1, Business Analysis, Crystal Reports, ETL, Oracle, Requirements Analysis, TM1, SDLC, Microsoft SQL Server
Education
Universität Stuttgart 2003 — 2005
MIP, Master of Infrastructure Planning
Osmania University 1997 — 2001
BE, Bachelor of Engineering
Life Technologies July 2012 - Present
iTech US Inc June 2009 - July 2012
The Walt Disney Company November 2009 - August 2011
AAA NCNU June 2007 - October 2009
Premier IT Solutions October 2006 - May 2009
LeapFrog February 2007 - May 2007
Health Administration Services (HAS) December 2006 - January 2007
Bear Stearns October 2006 - November 2006
Eastray Technologies September 2005 - September 2006
Skills
Cognos BI, Informatica, Cognos, OLAP, Cognos ReportNet, Business Intelligence, DB2, Cognos TM1, Business Analysis, Crystal Reports, ETL, Oracle, Requirements Analysis, TM1, SDLC, Microsoft SQL Server
Education
Universität Stuttgart 2003 — 2005
MIP, Master of Infrastructure Planning
Osmania University 1997 — 2001
BE, Bachelor of Engineering
Joel VanRyckeghen Joel VanRyckeghen's Bear Stearns Experience 1985 - 1986
Job President at Shea Mortgage
Industry Real Estate
Experience
Shea Mortgage April 2004 - Present
KB Home Mortgage Company September 2002 - January 2004
Freddie Mac September 1999 - September 2002
Charter One Mortgage February 1998 - September 1999
HomeSide Lending (formerly BancBoston Mortgage) 1995 - 1998
Bank of America 1990 - 1995
Weyerhaeuser Mortgage Company 1986 - 1989
Bear Stearns 1985 - 1986
Weyerhaeuser Mortgage Company 1980 - 1985
Skills
Credit, Loans, Mortgage Lending, Underwriting, Sales, Mortgage Banking, Due Diligence, Refinance, Analysis, Loan Origination, Real Estate, Investment Properties, Leadership, Finance, FHA, Management, Credit Risk, Loan Servicing, Residential Mortgages, USDA, Executive Management, Strategic Planning, Financial Services, Sales Management, Banking, Real Estate Financing, Quality Control, FHA financing, Reverse Mortgages, VA loans, Credit Analysis, Financial Risk, Strategy, Loss Mitigation, Commercial Mortgages, Construction Loans, Real Estate Economics, VA Loans, FHA Financing
Education
University of Washington, Michael G. Foster School of Business 1982 — 1984
MBA, Finance, Accounting
Occidental College 1977 — 1980
A.B., Economics
Shea Mortgage April 2004 - Present
KB Home Mortgage Company September 2002 - January 2004
Freddie Mac September 1999 - September 2002
Charter One Mortgage February 1998 - September 1999
HomeSide Lending (formerly BancBoston Mortgage) 1995 - 1998
Bank of America 1990 - 1995
Weyerhaeuser Mortgage Company 1986 - 1989
Bear Stearns 1985 - 1986
Weyerhaeuser Mortgage Company 1980 - 1985
Skills
Credit, Loans, Mortgage Lending, Underwriting, Sales, Mortgage Banking, Due Diligence, Refinance, Analysis, Loan Origination, Real Estate, Investment Properties, Leadership, Finance, FHA, Management, Credit Risk, Loan Servicing, Residential Mortgages, USDA, Executive Management, Strategic Planning, Financial Services, Sales Management, Banking, Real Estate Financing, Quality Control, FHA financing, Reverse Mortgages, VA loans, Credit Analysis, Financial Risk, Strategy, Loss Mitigation, Commercial Mortgages, Construction Loans, Real Estate Economics, VA Loans, FHA Financing
Education
University of Washington, Michael G. Foster School of Business 1982 — 1984
MBA, Finance, Accounting
Occidental College 1977 — 1980
A.B., Economics
Ronald Cole Ronald Cole's Bear Stearns Experience 1995 - 1998
Job Capital Introduction Alternative Investments
Industry Financial Services
Experience
Four Springs Capital LLC June 2010 - Present
The InfoPro 2008 - 2010
Deutsche Bank 2001 - 2003
CIBC World Markets May 2000 - September 2001
Smith Barney January 1998 - May 2000
Bear Stearns 1995 - 1998
Skills
Hedge Funds, Real Estate, Financial Markets, Asset Management, Investments, Private Equity, Start-ups, Portfolio Management, Investment Properties, Strategy, Finance, Financial Services, Venture Capital, Equities, Business Development, Investment Strategies, Securities, Fixed Income, Alternative Investments
Education
Northeastern University
Political Science, Business
Four Springs Capital LLC June 2010 - Present
The InfoPro 2008 - 2010
Deutsche Bank 2001 - 2003
CIBC World Markets May 2000 - September 2001
Smith Barney January 1998 - May 2000
Bear Stearns 1995 - 1998
Skills
Hedge Funds, Real Estate, Financial Markets, Asset Management, Investments, Private Equity, Start-ups, Portfolio Management, Investment Properties, Strategy, Finance, Financial Services, Venture Capital, Equities, Business Development, Investment Strategies, Securities, Fixed Income, Alternative Investments
Education
Northeastern University
Political Science, Business
Corbett Ramsey Corbett Ramsey's Bear Stearns Experience May 2002 - June 2008
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan February 2013 - Present
J.P. Morgan June 2008 - January 2013
Bear Stearns May 2002 - June 2008
Bear Stearns August 1999 - May 2002
Skills
Prime Brokerage, Fixed Income, Relationship Management, Hedge Funds, Repo, Cash Management, Equities, MBS, Securities, Series 7, Series 63, Structured Products, Collateral Management, Alternative Investments, Capital Markets, Bloomberg, Investment Banking, Bonds, Middle Office, Finance, Securities Lending, Trading, CMBS, Financial Markets, Interest Rate..., Valuation, Settlement, FINRA, Repossessions
Education
Oklahoma State University
B.A., Economics
Southern Methodist University 1994 — 1998
Economics
J.P. Morgan February 2013 - Present
J.P. Morgan June 2008 - January 2013
Bear Stearns May 2002 - June 2008
Bear Stearns August 1999 - May 2002
Skills
Prime Brokerage, Fixed Income, Relationship Management, Hedge Funds, Repo, Cash Management, Equities, MBS, Securities, Series 7, Series 63, Structured Products, Collateral Management, Alternative Investments, Capital Markets, Bloomberg, Investment Banking, Bonds, Middle Office, Finance, Securities Lending, Trading, CMBS, Financial Markets, Interest Rate..., Valuation, Settlement, FINRA, Repossessions
Education
Oklahoma State University
B.A., Economics
Southern Methodist University 1994 — 1998
Economics
Sarah Gerardo, MBA Sarah Gerardo, MBA's Bear Stearns Experience 1998 - 2001
Job Pharmaceutical Industry Management Professional
Industry Pharmaceuticals
Experience
Medmeme 2015 - Present
QPharma, Inc. 2012 - 2014
Merck July 2012 - September 2012
Bayer January 2012 - June 2012
Pfizer 2010 - 2011
Schering-Plough Pharmaceuticals 2009 - 2010
Schering-Plough Pharmaceuticals 2003 - 2009
Seven Seven Softwares 2001 - 2003
Bear Stearns 1998 - 2001
Skills
Change Control, Quality Assurance, Quality Management, Continuous Improvement, Regulatory Affairs, Biotechnology, Pharmaceutical Industry, GLP, CAPA, Lifesciences, Quality System, Six Sigma, Sop, Regulatory Submissions, Software Documentation, Cross-functional Team..., GMP, SOP, 21 CFR Part 11, Life Sciences
Education
Norwich University 2013 — 2015
Master of Business Administration (MBA)
Cadence Management Corporation 2014 — 2014
Certificate in Project Management, Project Management
University of the Philippines
Bachelor of Science (BS)
Medmeme 2015 - Present
QPharma, Inc. 2012 - 2014
Merck July 2012 - September 2012
Bayer January 2012 - June 2012
Pfizer 2010 - 2011
Schering-Plough Pharmaceuticals 2009 - 2010
Schering-Plough Pharmaceuticals 2003 - 2009
Seven Seven Softwares 2001 - 2003
Bear Stearns 1998 - 2001
Skills
Change Control, Quality Assurance, Quality Management, Continuous Improvement, Regulatory Affairs, Biotechnology, Pharmaceutical Industry, GLP, CAPA, Lifesciences, Quality System, Six Sigma, Sop, Regulatory Submissions, Software Documentation, Cross-functional Team..., GMP, SOP, 21 CFR Part 11, Life Sciences
Education
Norwich University 2013 — 2015
Master of Business Administration (MBA)
Cadence Management Corporation 2014 — 2014
Certificate in Project Management, Project Management
University of the Philippines
Bachelor of Science (BS)
Cristy Russum Cristy Russum's Bear Stearns Experience 1989 - 1991
Job Reno Group Realty
Industry Real Estate
Experience
Reno Group Realty January 2015 - Present
Keller Williams Preston Rd. March 2010 - December 2014
KGI Wireless 2006 - 2008
Coastal Securities 1999 - 2001
Countrywide Home Loans 1998 - 1999
Bear Stearns 1989 - 1991
Skills
First Time Home Buyers, Relocation, Telecommunications, Public Speaking, Short Sales, Real Estate, Sellers, Negotiation, Wholesale Real Estate, Investment Properties, Investments, Investors, Single Family Homes, Buyer Representation, Luxury, New Home Sales, Listings, REO, Leases, Foreclosures, Certified Negotiation..., Member of the Institute...
Education
Oklahoma State University 1981 — 1985
B.S., Marketing/Communications
Edmond Memorial High School 1979 — 1980
College Prepatory
Reno Group Realty January 2015 - Present
Keller Williams Preston Rd. March 2010 - December 2014
KGI Wireless 2006 - 2008
Coastal Securities 1999 - 2001
Countrywide Home Loans 1998 - 1999
Bear Stearns 1989 - 1991
Skills
First Time Home Buyers, Relocation, Telecommunications, Public Speaking, Short Sales, Real Estate, Sellers, Negotiation, Wholesale Real Estate, Investment Properties, Investments, Investors, Single Family Homes, Buyer Representation, Luxury, New Home Sales, Listings, REO, Leases, Foreclosures, Certified Negotiation..., Member of the Institute...
Education
Oklahoma State University 1981 — 1985
B.S., Marketing/Communications
Edmond Memorial High School 1979 — 1980
College Prepatory
Marcy Hart's Bear Stearns Experience January 2001 - January 2004
Job Leadership Coach and Talent Management Consultant
Industry Management Consulting
Experience
MH Solutions, LLC January 2012 - Present
Baylor Scott and White Health August 2014 - February 2015
Baylor Health Care April 2013 - July 2014
PlainsCapital Corporation February 2010 - March 2012
BBA Aviation June 2007 - February 2010
Dallas Airmotive October 2004 - May 2007
Bear Stearns January 2001 - January 2004
Raytheon 1997 - 2001
Texas Instruments 1992 - 2000
Skills
Talent Management, Performance Management, Organizational..., Succession Planning, Employee Engagement, Employee Training, Leadership Development, Change Management, Human Resources, Leadership, Training, Mentoring, Strategic Planning, Deferred Compensation, Management Development, Conflict Resolution, Strategy, Corporate Values..., New Employee Onboarding, HR Consulting, Training & Development, Training Needs..., Training Delivery, Leader Assessment, High Potential..., Corporate Culture..., Competency Management, Employee Surveys, Global Employee Surveys, Leader 360 Processes, Caoching skills, Global HR, High Performance Systems, High Performance Tools..., Training Program..., Training Evaluation, Leadership Development..., Management Development..., Compliance Training, Team Development..., Social Media Policies &..., Coaching
Education
DDI 2014 — 2014
Creating & Using Success Profiles - Defining what great talent looks like
The Conference Board 2008 — 2009
International Talent Management Conference
Linkage Inc.
Advanced Consulting Skills, Strategic Planning Skills
Newberry College
B.A., English
University of North Texas
M.S., Adult Development
MH Solutions, LLC January 2012 - Present
Baylor Scott and White Health August 2014 - February 2015
Baylor Health Care April 2013 - July 2014
PlainsCapital Corporation February 2010 - March 2012
BBA Aviation June 2007 - February 2010
Dallas Airmotive October 2004 - May 2007
Bear Stearns January 2001 - January 2004
Raytheon 1997 - 2001
Texas Instruments 1992 - 2000
Skills
Talent Management, Performance Management, Organizational..., Succession Planning, Employee Engagement, Employee Training, Leadership Development, Change Management, Human Resources, Leadership, Training, Mentoring, Strategic Planning, Deferred Compensation, Management Development, Conflict Resolution, Strategy, Corporate Values..., New Employee Onboarding, HR Consulting, Training & Development, Training Needs..., Training Delivery, Leader Assessment, High Potential..., Corporate Culture..., Competency Management, Employee Surveys, Global Employee Surveys, Leader 360 Processes, Caoching skills, Global HR, High Performance Systems, High Performance Tools..., Training Program..., Training Evaluation, Leadership Development..., Management Development..., Compliance Training, Team Development..., Social Media Policies &..., Coaching
Education
DDI 2014 — 2014
Creating & Using Success Profiles - Defining what great talent looks like
The Conference Board 2008 — 2009
International Talent Management Conference
Linkage Inc.
Advanced Consulting Skills, Strategic Planning Skills
Newberry College
B.A., English
University of North Texas
M.S., Adult Development
Yibin Yang, CFA Yibin Yang, CFA's Bear Stearns Experience 2006 - 2008
Job Multifaceted leader with a proven track record of driving operational excellence in highly competitive environments
Industry Financial Services
Experience
Canaan Capital LLC September 2011 - Present
Shanghai Launch Technical Automotive Center (上海龙创汽车设计有限公司） September 2011 - September 2013
Prestige Wealth Management Group 2009 - September 2011
JP Morgan 2006 - 2009
Bear Stearns 2006 - 2008
Longbow Research 2006 - 2006
Philips Research 1999 - 2006
Skills
Financial Modeling, Investments, Portfolio Management, Strategy, Financial Analysis, Business Development, Forecasting, Wealth Management, Valuation, Series 7, Equities, Finance, Asset Allocation, Equity Research, Strategic Planning, General Management, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering
Master of Science (MS), Electrical Engineering
Tianjin University
Bachelor's degree, Electronic Engineering
Canaan Capital LLC September 2011 - Present
Shanghai Launch Technical Automotive Center (上海龙创汽车设计有限公司） September 2011 - September 2013
Prestige Wealth Management Group 2009 - September 2011
JP Morgan 2006 - 2009
Bear Stearns 2006 - 2008
Longbow Research 2006 - 2006
Philips Research 1999 - 2006
Skills
Financial Modeling, Investments, Portfolio Management, Strategy, Financial Analysis, Business Development, Forecasting, Wealth Management, Valuation, Series 7, Equities, Finance, Asset Allocation, Equity Research, Strategic Planning, General Management, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering
Master of Science (MS), Electrical Engineering
Tianjin University
Bachelor's degree, Electronic Engineering
Tenere Williams Tenere Williams's Bear Stearns Experience June 2000 - November 2003
Job Underwriter at Freddie Mac
Industry Real Estate
Experience
Freddie Mac September 2014 - Present
Broadway Federal Bank December 2013 - Present
Luther Burbank Savings June 2011 - July 2013
Cal National Bank December 2006 - July 2011
Open Your Eyes Magazine 2006 - 2011
Priority One Lending December 2003 - November 2006
Bear Stearns June 2000 - November 2003
Skills
Construction, Mortgage Lending
Education
University of Southern California 2005 — 2005
Ross Program in Real Estate Development
Northwestern University 1995 — 1999
Bachelor of Arts, Economics
Polytechnic School 1991 — 1995
Maureen Browne Hosting Class
Maureen Browne Hosting Class
Maureen Browne Hosting Class
Maureen Browne Hosting Class
Freddie Mac September 2014 - Present
Broadway Federal Bank December 2013 - Present
Luther Burbank Savings June 2011 - July 2013
Cal National Bank December 2006 - July 2011
Open Your Eyes Magazine 2006 - 2011
Priority One Lending December 2003 - November 2006
Bear Stearns June 2000 - November 2003
Skills
Construction, Mortgage Lending
Education
University of Southern California 2005 — 2005
Ross Program in Real Estate Development
Northwestern University 1995 — 1999
Bachelor of Arts, Economics
Polytechnic School 1991 — 1995
Maureen Browne Hosting Class
Maureen Browne Hosting Class
Maureen Browne Hosting Class
Maureen Browne Hosting Class
Dmitriy Meshkov Dmitriy Meshkov's Bear Stearns Experience December 2004 - March 2006
Job Associate at JP Morgan Chase
Industry Information Technology and Services
Experience
JP Morgan Chase April 2010 - Present
FJA-US March 2009 - April 2010
SR LABS May 2008 - September 2008
Goldman Sachs April 2006 - May 2008
Bear Stearns December 2004 - March 2006
Finetix August 2000 - December 2004
JPMorgan 2001 - 2003
JPMorganChase 2001 - 2003
D’Arcy June 1999 - August 2000
Integrated Solutions January 1998 - June 1999
Skills
C++, Java, Perl, SQL, Java Enterprise Edition, Shell Scripting, Trading Systems, Low Latency, Electronic Trading, Sybase, Credit Derivatives, JSP, Eclipse, Subversion, Sun Certified Java...
Education
Novosibirsk State Technical University (NSTU) 1991 — 1997
MS, Computer Science
JP Morgan Chase April 2010 - Present
FJA-US March 2009 - April 2010
SR LABS May 2008 - September 2008
Goldman Sachs April 2006 - May 2008
Bear Stearns December 2004 - March 2006
Finetix August 2000 - December 2004
JPMorgan 2001 - 2003
JPMorganChase 2001 - 2003
D’Arcy June 1999 - August 2000
Integrated Solutions January 1998 - June 1999
Skills
C++, Java, Perl, SQL, Java Enterprise Edition, Shell Scripting, Trading Systems, Low Latency, Electronic Trading, Sybase, Credit Derivatives, JSP, Eclipse, Subversion, Sun Certified Java...
Education
Novosibirsk State Technical University (NSTU) 1991 — 1997
MS, Computer Science
David N. W. Sawyer David N. W. Sawyer's Bear Stearns Experience December 1999 - January 2001
Job Director, worldflow / Digital Vega
Industry Financial Services
Experience
worldflow / Digital Vega March 2011 - Present
CC-Speed ( Celeritas Consulting, LLC) 2009 - December 2010
RiskVal Financial Solutions, LLC December 2008 - November 2010
Changing World Consulting October 2007 - November 2010
BT Global Financial Services, BT Radianz, Radianz January 2001 - September 2007
Bear Stearns December 1999 - January 2001
EDS GFS July 1999 - December 1999
Citigroup July 1986 - July 1999
Salomon Brothers 1986 - 1996
Letts Systems Corp July 1980 - July 1986
Skills
Trading Systems, Market Data, Electronic Trading, Strategy, Risk Management, Team Leadership, Financial Markets, Business Analysis, Fixed Income, Equities, Low Latency, Product Management, Financial Services, Investment Banking, Leadership, Finance, Trading, Business Development, Business Process, Foreign Exchange, Start-ups, Sales Operations, Capital Markets, Options, Management, Equity Derivatives, Integration, Product Development, Marketing Strategy, Telecommunications, Derivatives, Pre-sales, Portfolio Management, Consulting, FX Options, Asset Management, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Management & Finance
Oberlin College 1978 — 1984
BA, English, Math
worldflow / Digital Vega March 2011 - Present
CC-Speed ( Celeritas Consulting, LLC) 2009 - December 2010
RiskVal Financial Solutions, LLC December 2008 - November 2010
Changing World Consulting October 2007 - November 2010
BT Global Financial Services, BT Radianz, Radianz January 2001 - September 2007
Bear Stearns December 1999 - January 2001
EDS GFS July 1999 - December 1999
Citigroup July 1986 - July 1999
Salomon Brothers 1986 - 1996
Letts Systems Corp July 1980 - July 1986
Skills
Trading Systems, Market Data, Electronic Trading, Strategy, Risk Management, Team Leadership, Financial Markets, Business Analysis, Fixed Income, Equities, Low Latency, Product Management, Financial Services, Investment Banking, Leadership, Finance, Trading, Business Development, Business Process, Foreign Exchange, Start-ups, Sales Operations, Capital Markets, Options, Management, Equity Derivatives, Integration, Product Development, Marketing Strategy, Telecommunications, Derivatives, Pre-sales, Portfolio Management, Consulting, FX Options, Asset Management, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Management & Finance
Oberlin College 1978 — 1984
BA, English, Math
Nelson Couvertier Nelson Couvertier's Bear Stearns Experience 2002 - 2006
Job Global Operations Director for Ullink
Industry Financial Services
Experience
NYSE Euronext 2009 - Present
Ullink 2014 - 2015
NYFIX 2006 - 2009
Bear Stearns 2002 - 2006
Bear Stearns 1998 - 2002
Skills
Low Latency, Trading Systems, Equities, Equity Trading, FX Options, Fixed Income, Operations Management, IT Service Management, Program Management, Project Management, Change Management, Cost Control, Turnaround Experience, Exchange Connectivity, Mutual Funds, Prime Brokerage, Series 63, Business Analysis, IT Strategy, Financial Markets, Vendor Management, Electronic Trading, Integration, Financial Services, Managed Services, Networking
Education
Norwich University
Master of Business Administration (M.B.A.), Business Administration
University of Phoenix
Bachelor's Degree, e-Commerce
NYSE Euronext 2009 - Present
Ullink 2014 - 2015
NYFIX 2006 - 2009
Bear Stearns 2002 - 2006
Bear Stearns 1998 - 2002
Skills
Low Latency, Trading Systems, Equities, Equity Trading, FX Options, Fixed Income, Operations Management, IT Service Management, Program Management, Project Management, Change Management, Cost Control, Turnaround Experience, Exchange Connectivity, Mutual Funds, Prime Brokerage, Series 63, Business Analysis, IT Strategy, Financial Markets, Vendor Management, Electronic Trading, Integration, Financial Services, Managed Services, Networking
Education
Norwich University
Master of Business Administration (M.B.A.), Business Administration
University of Phoenix
Bachelor's Degree, e-Commerce
Elizabeth Barker's Bear Stearns Experience September 2003 - April 2004
Job
Industry Banking
Experience
Grant Thornton LLP November 2014 - Present
KPMG Advisory December 2010 - November 2014
Plus One Health Management Inc 2010 - 2013
Plus One Health Management Inc 2010 - 2013
Plus One Health Management Inc 2010 - 2013
Old Lane February 2007 - December 2009
HSBC February 2006 - February 2007
GlobeOp Financial Services April 2004 - February 2006
Bear Stearns September 2003 - April 2004
Goldman Sachs 1998 - 2000
Skills
Derivatives, Hedge Funds, Equities, Trading, FX Options, Investments, Fixed Income, ISDA, Bloomberg, Securities, Banking, Risk Management, Portfolio Management, Valuation, Asset Management, Options, Financial Risk, Credit Derivatives, Global Regulatory..., Enterprise Risk..., Internal Audit
Education
Northeastern University 1996 — 2000
BS, Finance/ Accounting
Cranston West
Grant Thornton LLP November 2014 - Present
KPMG Advisory December 2010 - November 2014
Plus One Health Management Inc 2010 - 2013
Plus One Health Management Inc 2010 - 2013
Plus One Health Management Inc 2010 - 2013
Old Lane February 2007 - December 2009
HSBC February 2006 - February 2007
GlobeOp Financial Services April 2004 - February 2006
Bear Stearns September 2003 - April 2004
Goldman Sachs 1998 - 2000
Skills
Derivatives, Hedge Funds, Equities, Trading, FX Options, Investments, Fixed Income, ISDA, Bloomberg, Securities, Banking, Risk Management, Portfolio Management, Valuation, Asset Management, Options, Financial Risk, Credit Derivatives, Global Regulatory..., Enterprise Risk..., Internal Audit
Education
Northeastern University 1996 — 2000
BS, Finance/ Accounting
Cranston West
Dennis McGloster Dennis McGloster's Bear Stearns Experience 2007 - 2008
Job CORPORATE TAX ACCOUNTANT at Samsung Electronics America
Industry Accounting
Experience
Samsung Electronics America June 2014 - Present
Cejjes Institute Inc 2014 - 2015
Mack Financial Services January 2001 - June 2014
Novartis December 2012 - October 2013
Bear Stearns 2007 - 2008
Pepsi Bottling Group 2000 - 2001
Skills
Sales Tax, Tax Preparation, Tax, Tax Returns, Fixed Assets, Corporate Tax, GAAP, Income Tax, General Ledger, Payroll Taxes, Journal Entries, Financial Statements, US GAAP, Account Reconciliation, CPA, Accounting, Accruals, Corptax, InSource,..., Essbase, Showcase, JD...
Education
University of Phoenix 2004 — 2006
Master of Business Administration, Taxation
Northeastern University 1975 — 1980
Bachelor of Science, Accounting
Samsung Electronics America June 2014 - Present
Cejjes Institute Inc 2014 - 2015
Mack Financial Services January 2001 - June 2014
Novartis December 2012 - October 2013
Bear Stearns 2007 - 2008
Pepsi Bottling Group 2000 - 2001
Skills
Sales Tax, Tax Preparation, Tax, Tax Returns, Fixed Assets, Corporate Tax, GAAP, Income Tax, General Ledger, Payroll Taxes, Journal Entries, Financial Statements, US GAAP, Account Reconciliation, CPA, Accounting, Accruals, Corptax, InSource,..., Essbase, Showcase, JD...
Education
University of Phoenix 2004 — 2006
Master of Business Administration, Taxation
Northeastern University 1975 — 1980
Bachelor of Science, Accounting
carol bellamy carol bellamy's Bear Stearns Experience 1990 - 1993
Job Chair, Global Community Engagement and Resilience Fund (GCERF)
Industry International Affairs
Experience
International Baccalaureate April 2009 - April 2015
Global Partnership for Education December 2009 - July 2013
World Learning 2005 - 2009
UNICEF 1995 - 2005
Peace Corps May 1993 - April 1995
Bear Stearns 1990 - 1993
Morgan Stanley 1985 - 1990
New York City Council President's Office 1977 - 1985
Skills
Capacity Building, International..., NGOs
Education
New York University School of Law 1965 — 1968
International Baccalaureate April 2009 - April 2015
Global Partnership for Education December 2009 - July 2013
World Learning 2005 - 2009
UNICEF 1995 - 2005
Peace Corps May 1993 - April 1995
Bear Stearns 1990 - 1993
Morgan Stanley 1985 - 1990
New York City Council President's Office 1977 - 1985
Skills
Capacity Building, International..., NGOs
Education
New York University School of Law 1965 — 1968
Eric London Eric London's Bear Stearns Experience 2000 - 2007
Job Vice President, Business Analysis at Ilitch Holdings, Inc.
Industry Food & Beverages
Experience
Ilitch Holdings, Inc. October 2014 - Present
Caterpillar Inc. November 2012 - September 2014
TTK Partners, LLC April 2009 - November 2012
JPMorgan October 2007 - February 2009
Bear Stearns 2000 - 2007
Bank One 1993 - 2000
Skills
Corporate Finance, Equities, Credit, Leveraged Finance, Mergers, Financial Analysis, Business Strategy, Due Diligence, Negotiation, Financial Modeling, Customer Relations, Valuation, Private Equity, Capital Markets, Business Planning, Venture Capital, Investment Banking, New Business Development, Problem Solving, Private Placements, Team Building, Acquisitions, Business Development, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1988 — 1993
BBA, Finance
Grosse Pointe South 1984 — 1988
Ilitch Holdings, Inc. October 2014 - Present
Caterpillar Inc. November 2012 - September 2014
TTK Partners, LLC April 2009 - November 2012
JPMorgan October 2007 - February 2009
Bear Stearns 2000 - 2007
Bank One 1993 - 2000
Skills
Corporate Finance, Equities, Credit, Leveraged Finance, Mergers, Financial Analysis, Business Strategy, Due Diligence, Negotiation, Financial Modeling, Customer Relations, Valuation, Private Equity, Capital Markets, Business Planning, Venture Capital, Investment Banking, New Business Development, Problem Solving, Private Placements, Team Building, Acquisitions, Business Development, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1988 — 1993
BBA, Finance
Grosse Pointe South 1984 — 1988
Janet Kim Janet Kim's Bear Stearns Experience 1996 - 1997
Job Managing Director, BNP Paribas
Industry Investment Banking
Experience
BNP Paribas January 2011 - Present
BNP Paribas April 2009 - January 2011
BNP Paribas August 2007 - April 2009
BNP Paribas September 2000 - August 2007
Citibank 1997 - 1999
Bear Stearns 1996 - 1997
Deutsche Bank 1993 - 1996
Bankers Trust 1990 - 1992
Skills
Structured Finance, Capital Markets, Derivatives, Equity Derivatives, Equities, Fixed Income, Financial Structuring, Emerging Markets, Interest Rate..., Credit Derivatives, Structured Products, Corporate Finance, Investment Banking, Hedge Funds, Options, Financial Modeling, Equity Capital Markets, Trading, Strategy, Bonds, Financial Markets, FX Options, Alternative Investments, Hedging, Bloomberg, Prime Brokerage, Swaps, Market Risk, Securitization, Commodity, Proprietary Trading, Securities, Management, Financial Analysis, Banking
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Finance
Washington University in St. Louis 1982 — 1986
BA, Biology
Phillips Exeter Academy 1980 — 1982
Prep
BNP Paribas January 2011 - Present
BNP Paribas April 2009 - January 2011
BNP Paribas August 2007 - April 2009
BNP Paribas September 2000 - August 2007
Citibank 1997 - 1999
Bear Stearns 1996 - 1997
Deutsche Bank 1993 - 1996
Bankers Trust 1990 - 1992
Skills
Structured Finance, Capital Markets, Derivatives, Equity Derivatives, Equities, Fixed Income, Financial Structuring, Emerging Markets, Interest Rate..., Credit Derivatives, Structured Products, Corporate Finance, Investment Banking, Hedge Funds, Options, Financial Modeling, Equity Capital Markets, Trading, Strategy, Bonds, Financial Markets, FX Options, Alternative Investments, Hedging, Bloomberg, Prime Brokerage, Swaps, Market Risk, Securitization, Commodity, Proprietary Trading, Securities, Management, Financial Analysis, Banking
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Finance
Washington University in St. Louis 1982 — 1986
BA, Biology
Phillips Exeter Academy 1980 — 1982
Prep
Christy Sagalyn Christy Sagalyn's Bear Stearns Experience 1987 - 1991
Job Director of Business Development at Tanen Directed Advertising
Industry Marketing and Advertising
Experience
IndoArtifacts July 2014 - Present
Tanen Directed Advertising September 2007 - Present
Metropolis Magazine 1992 - 1999
Bear Stearns 1987 - 1991
Skills
Integrated Marketing, Direct Marketing, Advertising, Marketing, Marketing Strategy, Digital Media, Online Advertising, Online Marketing, New Business Development, Strategy, Social Media, Brand Management, Business Development, Account Management, Marketing Management, Creative Direction, CRM, Copywriting, Digital Strategy, Publishing, Analytics, Sales, Lead Generation, Digital Marketing, Direct Mail, Public Relations, Email Marketing, Entrepreneurship, E-commerce, Trade Shows, Graphic Design, B2B, Social Media Marketing, Market Research, Marketing Communications, Strategic Partnerships, Competitive Analysis, SEM, Brand Development, Customer Acquisition, Mobile Marketing, Product Marketing, SEO, Multi-channel Marketing, Database Marketing
Education
University of Texas 1984 — 1987
Bachelor of Business Administration (BBA), International Finance
Oklahoma State University
IndoArtifacts July 2014 - Present
Tanen Directed Advertising September 2007 - Present
Metropolis Magazine 1992 - 1999
Bear Stearns 1987 - 1991
Skills
Integrated Marketing, Direct Marketing, Advertising, Marketing, Marketing Strategy, Digital Media, Online Advertising, Online Marketing, New Business Development, Strategy, Social Media, Brand Management, Business Development, Account Management, Marketing Management, Creative Direction, CRM, Copywriting, Digital Strategy, Publishing, Analytics, Sales, Lead Generation, Digital Marketing, Direct Mail, Public Relations, Email Marketing, Entrepreneurship, E-commerce, Trade Shows, Graphic Design, B2B, Social Media Marketing, Market Research, Marketing Communications, Strategic Partnerships, Competitive Analysis, SEM, Brand Development, Customer Acquisition, Mobile Marketing, Product Marketing, SEO, Multi-channel Marketing, Database Marketing
Education
University of Texas 1984 — 1987
Bachelor of Business Administration (BBA), International Finance
Oklahoma State University
Cristina Kandesse Wang, CPA CFF MBA Cristina Kandesse Wang, CPA CFF MBA's Bear Stearns Experience March 2008 - April 2008
Job Director, Corporate Financial Controller at The Rohatyn Group
Industry Financial Services
Experience
The Rohatyn Group September 2010 - Present
Chilton Investment Company April 2008 - September 2010
Bear Stearns March 2008 - April 2008
Deloitte September 2001 - March 2008
Rothstein Kass November 2000 - September 2001
Mitsui & Co., Ltd. June 2000 - November 2000
Skills
Auditing, Strategic Financial..., Cash Flow, Financial Accounting, Financial Reporting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Accounting, Financial Modeling, GAAP, US GAAP, Due Diligence, Financial Statements, Hedge Funds, SEC filings, Tax, Assurance, Internal Audit
Education
Pace University 1999 — 2002
MBA, International Business
Nyack College 1996 — 1999
Bachelor of Science, Accounting
The Rohatyn Group September 2010 - Present
Chilton Investment Company April 2008 - September 2010
Bear Stearns March 2008 - April 2008
Deloitte September 2001 - March 2008
Rothstein Kass November 2000 - September 2001
Mitsui & Co., Ltd. June 2000 - November 2000
Skills
Auditing, Strategic Financial..., Cash Flow, Financial Accounting, Financial Reporting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Accounting, Financial Modeling, GAAP, US GAAP, Due Diligence, Financial Statements, Hedge Funds, SEC filings, Tax, Assurance, Internal Audit
Education
Pace University 1999 — 2002
MBA, International Business
Nyack College 1996 — 1999
Bachelor of Science, Accounting
Charles Lucabaugh Charles Lucabaugh's Bear Stearns Experience June 2006 - March 2008
Job Director of Facilities at Hillwood Urban
Industry Facilities Services
Experience
Hillwood Development February 2015 - Present
Altisource March 2014 - January 2015
Homeward Residential, Inc. February 2009 - January 2015
JPMorgan Chase March 2008 - February 2009
Bear Stearns June 2006 - March 2008
Crescent Real Estate Holdings LLC June 1988 - June 2006
Skills
Facilities Management, Facilities Operations, Strategic Planning, Due Diligence, Mergers, Acquistions, Leadership, Goal-driven leader, Facility Relocation, Critical Systems, Project Management, Disaster Recovery, Architectural Plans, Building Security, Building Services, MEP Design, Operating Budgets, Lease Negotiations, Mergers & Acquisitions, PeopleSoft, Management, Access, Strategy, Analysis, Process Improvement, Operations Management, Vendor Management, Customer Service, Risk Management, Budgets
Education
Northwood University
Associate's degree
Hillwood Development February 2015 - Present
Altisource March 2014 - January 2015
Homeward Residential, Inc. February 2009 - January 2015
JPMorgan Chase March 2008 - February 2009
Bear Stearns June 2006 - March 2008
Crescent Real Estate Holdings LLC June 1988 - June 2006
Skills
Facilities Management, Facilities Operations, Strategic Planning, Due Diligence, Mergers, Acquistions, Leadership, Goal-driven leader, Facility Relocation, Critical Systems, Project Management, Disaster Recovery, Architectural Plans, Building Security, Building Services, MEP Design, Operating Budgets, Lease Negotiations, Mergers & Acquisitions, PeopleSoft, Management, Access, Strategy, Analysis, Process Improvement, Operations Management, Vendor Management, Customer Service, Risk Management, Budgets
Education
Northwood University
Associate's degree
Avrom Horenstein Avrom Horenstein's Bear Stearns Experience August 1991 - July 1992
Job Vice President at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs August 1999 - Present
JP Morgan August 1992 - August 1999
Bear Stearns August 1991 - July 1992
The Aerospace Corporation August 1985 - August 1991
Westinghouse Nuclear Training Center June 1982 - December 1984
Education
University of California, Los Angeles
M.S., Mechanical Engineering
Northwestern University 1980 — 1985
B.S., Mechanical & Nuclear Engineering
Goldman Sachs August 1999 - Present
JP Morgan August 1992 - August 1999
Bear Stearns August 1991 - July 1992
The Aerospace Corporation August 1985 - August 1991
Westinghouse Nuclear Training Center June 1982 - December 1984
Education
University of California, Los Angeles
M.S., Mechanical Engineering
Northwestern University 1980 — 1985
B.S., Mechanical & Nuclear Engineering
Christine Abramoski Christine Abramoski's Bear Stearns Experience 1985 - 1991
Job
Industry Financial Services
Experience
Fidelity Investments March 1999 - May 2010
Fleet Brokeage Securities 1991 - 1998
Bear Stearns 1985 - 1991
Eastern Capital Corp. 1980 - 1984
Skills
Customer Relations, Six Sigma, Requirements Analysis, Mutual Funds, Securities, Risk Management, Customer Service, Financial Services, CRM, Management, Program Management, Enterprise Software, Leadership, Finance, Capital Markets, Trading, Relationship Management, Vendor Management, Equities, Negotiation, Employee Benefits, Fixed Income, Marketing, Project Management, Analysis, Series 7, Series 63, FINRA, Banking, Investments
Education
Merrimack College 2010 — 2011
Technology Certificate Program, Project Management, Six Sigma, HTML & CSS Web Design, SQL Database Admin & Dev, PHP
Northeastern University
BS/BA Management, Business
Fidelity Investments March 1999 - May 2010
Fleet Brokeage Securities 1991 - 1998
Bear Stearns 1985 - 1991
Eastern Capital Corp. 1980 - 1984
Skills
Customer Relations, Six Sigma, Requirements Analysis, Mutual Funds, Securities, Risk Management, Customer Service, Financial Services, CRM, Management, Program Management, Enterprise Software, Leadership, Finance, Capital Markets, Trading, Relationship Management, Vendor Management, Equities, Negotiation, Employee Benefits, Fixed Income, Marketing, Project Management, Analysis, Series 7, Series 63, FINRA, Banking, Investments
Education
Merrimack College 2010 — 2011
Technology Certificate Program, Project Management, Six Sigma, HTML & CSS Web Design, SQL Database Admin & Dev, PHP
Northeastern University
BS/BA Management, Business
Nick (Nachum) Rybak Nick (Nachum) Rybak's Bear Stearns Experience May 2007 - August 2007
Job Investment Banking Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2013 - Present
New York University August 2009 - May 2013
Goldman Sachs May 2012 - August 2012
Davis Polk & Wardwell LLP May 2011 - August 2011
Neuberger Berman September 2010 - May 2011
Broadpoint.Gleacher July 2008 - August 2009
Bear Stearns May 2007 - August 2007
Merrill Lynch November 2006 - May 2007
Skills
Valuation, Investment Banking
Education
NYU Stern School of Business 2011 — 2013
MBA, Concentration in Finance
NYU School of Law 2009 — 2013
J.D., Interest in Transactional Law
Yeshiva University 2006 — 2008
Cultural Studies
Yeshiva University 2002 — 2006
Bachelor of Arts, Summa Cum Laude, Economics and English
Goldman Sachs July 2013 - Present
New York University August 2009 - May 2013
Goldman Sachs May 2012 - August 2012
Davis Polk & Wardwell LLP May 2011 - August 2011
Neuberger Berman September 2010 - May 2011
Broadpoint.Gleacher July 2008 - August 2009
Bear Stearns May 2007 - August 2007
Merrill Lynch November 2006 - May 2007
Skills
Valuation, Investment Banking
Education
NYU Stern School of Business 2011 — 2013
MBA, Concentration in Finance
NYU School of Law 2009 — 2013
J.D., Interest in Transactional Law
Yeshiva University 2006 — 2008
Cultural Studies
Yeshiva University 2002 — 2006
Bachelor of Arts, Summa Cum Laude, Economics and English
Craig Meltzer Craig Meltzer's Bear Stearns Experience October 2007 - May 2008
Job Mortgage and AssetBacked Capital Markets
Industry Banking
Experience
Jefferies LLC September 2008 - Present
J.P. Morgan June 2008 - August 2008
Bear Stearns October 2007 - May 2008
Bear Stearns July 2006 - September 2007
Skills
Financial Modeling, Capital Markets, Fixed Income, Valuation, Finance, Bloomberg, Financial Analysis
Education
Northwestern University 2002 — 2006
Bachelor of Arts, Mathematical Methods in the Social Sciences and Economics
Jefferies LLC September 2008 - Present
J.P. Morgan June 2008 - August 2008
Bear Stearns October 2007 - May 2008
Bear Stearns July 2006 - September 2007
Skills
Financial Modeling, Capital Markets, Fixed Income, Valuation, Finance, Bloomberg, Financial Analysis
Education
Northwestern University 2002 — 2006
Bachelor of Arts, Mathematical Methods in the Social Sciences and Economics
Adrienne Penake, CFA Adrienne Penake, CFA's Bear Stearns Experience December 2006 - March 2008
Job Chief Executive Officer at Articulate Technologies, Inc.
Industry Medical Devices
Experience
Articulate Technologies, Inc. June 2014 - Present
Articulate Technologies, Inc. January 2012 - Present
Articulate Technologies, Inc. September 2010 - January 2012
Prosper Marketplace March 2008 - April 2010
Financial Women of San Francisco January 2008 - January 2010
Bear Stearns December 2006 - March 2008
Bear Stearns December 2004 - December 2006
Bear Stearns October 2002 - December 2004
Goldman Sachs August 2001 - August 2002
Education
Chartered Financial Analyst (CFA) 2004 — 2007
CFA, Finance, Economics & Investment Management
Northwestern University
Bachelor's Degree, Economics
Articulate Technologies, Inc. June 2014 - Present
Articulate Technologies, Inc. January 2012 - Present
Articulate Technologies, Inc. September 2010 - January 2012
Prosper Marketplace March 2008 - April 2010
Financial Women of San Francisco January 2008 - January 2010
Bear Stearns December 2006 - March 2008
Bear Stearns December 2004 - December 2006
Bear Stearns October 2002 - December 2004
Goldman Sachs August 2001 - August 2002
Education
Chartered Financial Analyst (CFA) 2004 — 2007
CFA, Finance, Economics & Investment Management
Northwestern University
Bachelor's Degree, Economics
Sidharth Nandi Sidharth Nandi's Bear Stearns Experience September 2005 - March 2008
Job Vice President at JP Morgan (Corporate & Investment Bank)
Industry Information Technology and Services
Experience
JP Morgan March 2008 - Present
Bear Stearns September 2005 - March 2008
Standard & Poors June 2005 - August 2006
Cap Gemini August 2000 - May 2004
Swiss Re 2002 - 2004
Sabre Holdings March 1999 - August 2000
Skills
Integration, Architectures, Enterprise Architecture, IT Strategy, Agile Methodologies, Architecture, Business Analysis, Strategy, Product Development, Project Delivery, Resource Management, Banking
Education
The University of Texas at Arlington 1997 — 1999
MS, Computer Science & Engineering
Osmania University 1993 — 1997
BE, Computer Science & Engineering
JP Morgan March 2008 - Present
Bear Stearns September 2005 - March 2008
Standard & Poors June 2005 - August 2006
Cap Gemini August 2000 - May 2004
Swiss Re 2002 - 2004
Sabre Holdings March 1999 - August 2000
Skills
Integration, Architectures, Enterprise Architecture, IT Strategy, Agile Methodologies, Architecture, Business Analysis, Strategy, Product Development, Project Delivery, Resource Management, Banking
Education
The University of Texas at Arlington 1997 — 1999
MS, Computer Science & Engineering
Osmania University 1993 — 1997
BE, Computer Science & Engineering
Chris Cornett Chris Cornett's Bear Stearns Experience June 2001 - August 2001
Job Regional Sales Manager at Banc of America Leasing
Industry Financial Services
Experience
Banc of America Leasing January 2002 - Present
Bear Stearns June 2001 - August 2001
United States Navy March 1989 - June 2001
Skills
Loans, Banking, Credit, Finance, Mergers & Acquisitions, Credit Analysis, Capital Markets, Financial Analysis, Commercial Lending, Portfolio Management, Relationship Management, Risk Management, Executive Management
Education
Northwestern University - Kellogg School of Management 1999 — 2002
Master of Business Administration, Finance
United States Naval Academy 1991 — 1995
Bachelor of Science, Ocean Engineering
Banc of America Leasing January 2002 - Present
Bear Stearns June 2001 - August 2001
United States Navy March 1989 - June 2001
Skills
Loans, Banking, Credit, Finance, Mergers & Acquisitions, Credit Analysis, Capital Markets, Financial Analysis, Commercial Lending, Portfolio Management, Relationship Management, Risk Management, Executive Management
Education
Northwestern University - Kellogg School of Management 1999 — 2002
Master of Business Administration, Finance
United States Naval Academy 1991 — 1995
Bachelor of Science, Ocean Engineering
Lucy Guo, CFA Lucy Guo, CFA's Bear Stearns Experience August 2004 - August 2007
Job Aerospace & Defense Equity Research at Cowen and Company
Industry Financial Services
Experience
Cowen and Company October 2012 - Present
RBC Capital Markets / Macquarie Capital (USA) July 2009 - December 2011
AllianceBernstein August 2007 - March 2009
Bear Stearns August 2004 - August 2007
Skills
Financial Modeling, Equities, Equity Research, Valuation, Investments, Bloomberg, Corporate Finance, Investment Banking, Financial Analysis, Private Equity, Capital Markets, Financial Reporting, Asset Management, Due Diligence, Portfolio Management, Sell Side, Equity Valuation, Emerging Markets, Hedge Funds, Proprietary commercial..., Aerospace & defense..., Corporate Access, Mentoring, Earnings Analysis, Coverage Initiation
Education
Ohio Wesleyan University 1997 — 2001
Bachelor of Arts, Major: Economics & Management; Minors: Math and Psychology
Cowen and Company October 2012 - Present
RBC Capital Markets / Macquarie Capital (USA) July 2009 - December 2011
AllianceBernstein August 2007 - March 2009
Bear Stearns August 2004 - August 2007
Skills
Financial Modeling, Equities, Equity Research, Valuation, Investments, Bloomberg, Corporate Finance, Investment Banking, Financial Analysis, Private Equity, Capital Markets, Financial Reporting, Asset Management, Due Diligence, Portfolio Management, Sell Side, Equity Valuation, Emerging Markets, Hedge Funds, Proprietary commercial..., Aerospace & defense..., Corporate Access, Mentoring, Earnings Analysis, Coverage Initiation
Education
Ohio Wesleyan University 1997 — 2001
Bachelor of Arts, Major: Economics & Management; Minors: Math and Psychology
Thomas Anastassiou Thomas Anastassiou's Bear Stearns Experience 1998 - 2002
Job Managing Director at Madison Park Group
Industry Investment Banking
Experience
Madison Park Group January 2014 - Present
Paseo Capital Management, LLC September 2010 - Present
Chanin Capital Partners August 2006 - September 2010
Madison Park Group 2003 - 2006
Bear Stearns 1998 - 2002
Skills
M&A experience, Restructuring, Capital Markets, Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Finance, LBO, Capital Raising, Financial Advisory, Financial Institutions, Valuation, Corporate Development, Due Diligence, Venture Capital, Financial Modeling, Leveraged Finance, Business Valuation, Equities, Debt Restructuring, Hedge Funds, Investments, Alternative Investments
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
Northwestern University School of Law 1990 — 1993
JD, Law
University of Southern California 1986 — 1990
ba, economics
Madison Park Group January 2014 - Present
Paseo Capital Management, LLC September 2010 - Present
Chanin Capital Partners August 2006 - September 2010
Madison Park Group 2003 - 2006
Bear Stearns 1998 - 2002
Skills
M&A experience, Restructuring, Capital Markets, Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Finance, LBO, Capital Raising, Financial Advisory, Financial Institutions, Valuation, Corporate Development, Due Diligence, Venture Capital, Financial Modeling, Leveraged Finance, Business Valuation, Equities, Debt Restructuring, Hedge Funds, Investments, Alternative Investments
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
Northwestern University School of Law 1990 — 1993
JD, Law
University of Southern California 1986 — 1990
ba, economics
Mike Dausman, PMP Mike Dausman, PMP's Bear Stearns Experience March 1999 - January 2003
Job Director of Development, Weiland Corporate Solutions at Fiserv
Industry Information Technology and Services
Experience
Fiserv April 2012 - Present
Chicago Electrical Company June 2009 - April 2012
Dausman Technology January 2003 - June 2009
Bear Stearns March 1999 - January 2003
Baxter Healthcare February 1995 - March 1999
College of Lake County January 1997 - December 1998
Skills
Microsoft Office, Requirements Management, Quality Assurance, Product Development, Financial Markets, Project Documentation, Customer Satisfaction, Software Project..., Business Analysis, Project Management, Enterprise Software
Education
Northern Illinois University 1990 — 1994
Bachelor of Science, Computer Science, Applied Business
Carmel High School 1982 — 1986
Fiserv April 2012 - Present
Chicago Electrical Company June 2009 - April 2012
Dausman Technology January 2003 - June 2009
Bear Stearns March 1999 - January 2003
Baxter Healthcare February 1995 - March 1999
College of Lake County January 1997 - December 1998
Skills
Microsoft Office, Requirements Management, Quality Assurance, Product Development, Financial Markets, Project Documentation, Customer Satisfaction, Software Project..., Business Analysis, Project Management, Enterprise Software
Education
Northern Illinois University 1990 — 1994
Bachelor of Science, Computer Science, Applied Business
Carmel High School 1982 — 1986
Vahid Motazedian Vahid Motazedian's Bear Stearns Experience February 2000 - January 2003
Job Community Development, Education, Youth Empowerment, Engineering
Industry Computer Software
Experience
Salesforce April 2015 - Present
Olinga Learning November 2009 - Present
Oracle December 2011 - September 2014
Synopsys February 2003 - November 2009
Bear Stearns February 2000 - January 2003
Sierra Atlantic February 2000 - August 2000
Avant! Corporation February 1998 - February 2000
AMD July 1995 - February 1998
Skills
Start-ups, Product Management, Business Development, Strategy, Program Management, Project Management, Public Speaking, Enterprise Software, Proposal Writing, Cloud Computing, Entrepreneurship, Strategic Planning, International..., Networking, Strategic Partnerships, Business Strategy, Product Marketing, Sales, Analysis, Management, Cross-functional Team..., Research, Leadership, Data Analysis
Education
Oregon State University
BS, Electrical and Computer Engineering
Salesforce April 2015 - Present
Olinga Learning November 2009 - Present
Oracle December 2011 - September 2014
Synopsys February 2003 - November 2009
Bear Stearns February 2000 - January 2003
Sierra Atlantic February 2000 - August 2000
Avant! Corporation February 1998 - February 2000
AMD July 1995 - February 1998
Skills
Start-ups, Product Management, Business Development, Strategy, Program Management, Project Management, Public Speaking, Enterprise Software, Proposal Writing, Cloud Computing, Entrepreneurship, Strategic Planning, International..., Networking, Strategic Partnerships, Business Strategy, Product Marketing, Sales, Analysis, Management, Cross-functional Team..., Research, Leadership, Data Analysis
Education
Oregon State University
BS, Electrical and Computer Engineering
Andy Kwon Andy Kwon's Bear Stearns Experience 1997 - 2000
Job Institutional equity sales at Cuttone & Co.
Industry Financial Services
Experience
Cuttone & Co. 2005 - Present
Goldman Sachs 2002 - 2003
spear, leeds and kellogg 2000 - 2002
bear stearns 1997 - 2000
Skills
Series 63, Series 7, Equity Trading, Securities, Equities, Hedge Funds, Electronic Trading, Bloomberg, Series 24, Trading, Prime Brokerage, Options, FINRA
Education
Northeastern University 1992 — 1997
Bachelor of Science (BS)
Cuttone & Co. 2005 - Present
Goldman Sachs 2002 - 2003
spear, leeds and kellogg 2000 - 2002
bear stearns 1997 - 2000
Skills
Series 63, Series 7, Equity Trading, Securities, Equities, Hedge Funds, Electronic Trading, Bloomberg, Series 24, Trading, Prime Brokerage, Options, FINRA
Education
Northeastern University 1992 — 1997
Bachelor of Science (BS)
Linda R. Crane's Bear Stearns Experience December 1986 - June 1989
Job Estate Planning, Probate, Asset Protection Attorney
Industry Legal Services
Experience
Crane Law Group, P.C. April 2002 - Present
Crane Solutions, Inc. June 2007 - Present
Secure Estate, Inc. June 2003 - Present
The John Marshall Law School 1989 - Present
Bear Stearns December 1986 - June 1989
Merrill Lynch November 1983 - December 1986
Navistar Inc 1981 - 1983
Skills
Estate Planning, Trusts, Commercial Litigation, Public Speaking, Dispute Resolution, Wills, International Law, Corporate Law, Contract Negotiation, Elder Law, Real Estate, Loan Work-outs, Asset Protection, Small Business Legal..., Probate Litigation, Legal Research, Litigation, Mediation
Education
Northwestern University - Kellogg School of Management 1978 — 1981
M.M./M.B.A., Marketing, Hospital and Health Services Management
Northwestern University School of Law 1977 — 1981
J.D., Northwestern University Law School
University of Illinois at Urbana-Champaign 1973 — 1977
B.A.S., Political Science, Economics
Crane Law Group, P.C. April 2002 - Present
Crane Solutions, Inc. June 2007 - Present
Secure Estate, Inc. June 2003 - Present
The John Marshall Law School 1989 - Present
Bear Stearns December 1986 - June 1989
Merrill Lynch November 1983 - December 1986
Navistar Inc 1981 - 1983
Skills
Estate Planning, Trusts, Commercial Litigation, Public Speaking, Dispute Resolution, Wills, International Law, Corporate Law, Contract Negotiation, Elder Law, Real Estate, Loan Work-outs, Asset Protection, Small Business Legal..., Probate Litigation, Legal Research, Litigation, Mediation
Education
Northwestern University - Kellogg School of Management 1978 — 1981
M.M./M.B.A., Marketing, Hospital and Health Services Management
Northwestern University School of Law 1977 — 1981
J.D., Northwestern University Law School
University of Illinois at Urbana-Champaign 1973 — 1977
B.A.S., Political Science, Economics
Macario Lullo's Bear Stearns Experience April 2005 - June 2008
Job Data Scientist, MSiA, MBA
Industry Research
Experience
Opex Analytics January 2015 - Present
BetaCube Analytics October 2014 - Present
SBB Research Group June 2014 - November 2014
TransUnion October 2013 - June 2014
Deutsche Bank September 2010 - August 2013
Infinium Capital Management April 2009 - September 2010
JP Morgan June 2008 - March 2009
Bear Stearns April 2005 - June 2008
Deutsche Bank February 1996 - February 2005
Merrill Lynch November 1987 - February 1996
Skills
FX Options, Options, Trading, Market Making, Fixed Income, Bonds, Technical Analysis, New Business Development, Equities, Quantitative Finance, Derivatives, Risk Management, Trading Systems, Electronic Trading, Commodity, Financial Analysis, Financial Markets, Hedge Funds, Capital Markets, Hedging, Sales Management, Bloomberg, R
Education
Northwestern University 2013 — 2014
Master of Analytics - McCormick School of Engineering, Analytics
The University of Chicago - Booth School of Business 1998 — 2001
MBA, Finance, E-Business
Northwestern University 1990 — 1994
B.S., Economics
Opex Analytics January 2015 - Present
BetaCube Analytics October 2014 - Present
SBB Research Group June 2014 - November 2014
TransUnion October 2013 - June 2014
Deutsche Bank September 2010 - August 2013
Infinium Capital Management April 2009 - September 2010
JP Morgan June 2008 - March 2009
Bear Stearns April 2005 - June 2008
Deutsche Bank February 1996 - February 2005
Merrill Lynch November 1987 - February 1996
Skills
FX Options, Options, Trading, Market Making, Fixed Income, Bonds, Technical Analysis, New Business Development, Equities, Quantitative Finance, Derivatives, Risk Management, Trading Systems, Electronic Trading, Commodity, Financial Analysis, Financial Markets, Hedge Funds, Capital Markets, Hedging, Sales Management, Bloomberg, R
Education
Northwestern University 2013 — 2014
Master of Analytics - McCormick School of Engineering, Analytics
The University of Chicago - Booth School of Business 1998 — 2001
MBA, Finance, E-Business
Northwestern University 1990 — 1994
B.S., Economics
Janice Anderson Janice Anderson's Bear Stearns Experience January 1991 - January 1998
Job Executive Assistant at Lextech Global Services
Industry Computer & Network Security
Experience
Lextech Global Services May 2013 - Present
ARAMARK Healthcare January 2010 - April 2013
First Industrial Realty Trust February 2005 - October 2008
Ariel Investments, Inc 2002 - 2005
Mesirow 2000 - 2002
The Prime Group, Inc January 1998 - January 2000
Bear Stearns January 1991 - January 1998
State of Illinois January 1985 - January 1991
Skills
Political Campaigns, Naperville Township..., Member of The..., Event Planning, Public Speaking, Fundraising, Public Relations, Microsoft Excel, Marketing, PowerPoint, Outlook, Customer Service, Strategic Planning, Administrative..., Microsoft Word, Leadership, Training, Healthcare, Management, Leadership Development, Budgets, Social Media, Contract Negotiation, Research, Event Management, Community Outreach, Team Building, Process Scheduler, Nonprofits, Policy, Strategy, Government, Human Resources, Organizational..., Business Strategy, CRM, Team Leadership, Coaching, Recruiting, Employee Relations, Program Management, Project Management, Process Improvement, Analysis, Operations Management, Negotiation, Account Management, Business Development, Time Management, Administrative...
Education
North Central College 2007 — 2012
Master of Arts (M.A.), Leadership Studies, 3.5
North Central College 1983 — 1985
Bachelor of Arts, Political Science
Lextech Global Services May 2013 - Present
ARAMARK Healthcare January 2010 - April 2013
First Industrial Realty Trust February 2005 - October 2008
Ariel Investments, Inc 2002 - 2005
Mesirow 2000 - 2002
The Prime Group, Inc January 1998 - January 2000
Bear Stearns January 1991 - January 1998
State of Illinois January 1985 - January 1991
Skills
Political Campaigns, Naperville Township..., Member of The..., Event Planning, Public Speaking, Fundraising, Public Relations, Microsoft Excel, Marketing, PowerPoint, Outlook, Customer Service, Strategic Planning, Administrative..., Microsoft Word, Leadership, Training, Healthcare, Management, Leadership Development, Budgets, Social Media, Contract Negotiation, Research, Event Management, Community Outreach, Team Building, Process Scheduler, Nonprofits, Policy, Strategy, Government, Human Resources, Organizational..., Business Strategy, CRM, Team Leadership, Coaching, Recruiting, Employee Relations, Program Management, Project Management, Process Improvement, Analysis, Operations Management, Negotiation, Account Management, Business Development, Time Management, Administrative...
Education
North Central College 2007 — 2012
Master of Arts (M.A.), Leadership Studies, 3.5
North Central College 1983 — 1985
Bachelor of Arts, Political Science
Michael Fu, CFA Michael Fu, CFA's Bear Stearns Experience June 2006 - August 2008
Job Vice President of Finance at ATEL Capital Group
Industry Internet
Experience
ATEL Capital Group July 2013 - Present
Youku Tudou Inc. December 2011 - May 2013
Marcus Food and Beverage Management Co. March 2010 - November 2011
Bear Stearns June 2006 - August 2008
Bank of America July 2005 - May 2006
Signal Hill Capital July 2002 - May 2004
Deutsche Bank July 2000 - June 2002
Skills
Financial Modeling, Forecasting, Finance, Investment Banking, Mergers, Portfolio Management, Valuation, Mergers & Acquisitions, Strategic Planning, Investor Relations, Equities, Corporate Finance, Due Diligence, Strategy, Business Development, Private Equity, Financial Reporting, Strategic Financial..., Financial Analysis, Corporate Development, Executive Management, IPO, Venture Capital, Investments, Capital Markets, Competitive Analysis, Management, Analysis, Leadership, Start-ups, Asset Management, M&A experience
Education
Northwestern University - Kellogg School of Management 2004 — 2005
MBA, one year accelerated program, Finance, 3.8 / 4.0
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance and Acccounting, 3.75 / 4.0
ATEL Capital Group July 2013 - Present
Youku Tudou Inc. December 2011 - May 2013
Marcus Food and Beverage Management Co. March 2010 - November 2011
Bear Stearns June 2006 - August 2008
Bank of America July 2005 - May 2006
Signal Hill Capital July 2002 - May 2004
Deutsche Bank July 2000 - June 2002
Skills
Financial Modeling, Forecasting, Finance, Investment Banking, Mergers, Portfolio Management, Valuation, Mergers & Acquisitions, Strategic Planning, Investor Relations, Equities, Corporate Finance, Due Diligence, Strategy, Business Development, Private Equity, Financial Reporting, Strategic Financial..., Financial Analysis, Corporate Development, Executive Management, IPO, Venture Capital, Investments, Capital Markets, Competitive Analysis, Management, Analysis, Leadership, Start-ups, Asset Management, M&A experience
Education
Northwestern University - Kellogg School of Management 2004 — 2005
MBA, one year accelerated program, Finance, 3.8 / 4.0
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance and Acccounting, 3.75 / 4.0
Ray Aronson Ray Aronson's Bear Stearns Experience 1975 - 2004
Job Consultant in securities arbitration litigation
Industry Legal Services
Experience
Raymond L. Aronson Securities Arbitration and Litigation Consultant June 2014 - Present
Sutter Securities Incorporated September 2004 - July 2014
Bear Stearns 1975 - 2004
Skills
Legal Research, Litigation, Legal Writing, Microsoft Office, Corporate Law, Civil Litigation, Commercial Litigation, Intellectual Property, Microsoft Excel, Customer Service, Research, Legal Assistance, Microsoft Word, Contract Negotiation, Legal Advice, Hedge Funds, Prime Brokerage, Securities, FINRA, Due Diligence, Private Equity, Securities Regulation, Alternative Investments, Broker-Dealer, Corporate Governance, AML, Private Placements, Mergers & Acquisitions, Capital Markets, Derivatives, Equities, OFAC, SEC, Clearing, Financial Regulation, Financial Services, Dodd-Frank, Trading, Fixed Income, Sanction, Investments, USA PATRIOT Act, Litigation Support, KYC, Arbitration, Legal Compliance
Education
NYU School of Law 1959 — 1963
JD, Law
University of Rochester 1955 — 1959
AB, Non-Western Civililizations
Raymond L. Aronson Securities Arbitration and Litigation Consultant June 2014 - Present
Sutter Securities Incorporated September 2004 - July 2014
Bear Stearns 1975 - 2004
Skills
Legal Research, Litigation, Legal Writing, Microsoft Office, Corporate Law, Civil Litigation, Commercial Litigation, Intellectual Property, Microsoft Excel, Customer Service, Research, Legal Assistance, Microsoft Word, Contract Negotiation, Legal Advice, Hedge Funds, Prime Brokerage, Securities, FINRA, Due Diligence, Private Equity, Securities Regulation, Alternative Investments, Broker-Dealer, Corporate Governance, AML, Private Placements, Mergers & Acquisitions, Capital Markets, Derivatives, Equities, OFAC, SEC, Clearing, Financial Regulation, Financial Services, Dodd-Frank, Trading, Fixed Income, Sanction, Investments, USA PATRIOT Act, Litigation Support, KYC, Arbitration, Legal Compliance
Education
NYU School of Law 1959 — 1963
JD, Law
University of Rochester 1955 — 1959
AB, Non-Western Civililizations
Russell Lee Russell Lee's Bear Stearns Experience January 1991 - January 1995
Job CoFounder Partner of Stage Point Capital
Industry Investment Banking
Experience
Stage Point Capital, LLC October 2013 - Present
Opvs Group July 2008 - Present
Renaissance Capital Partners January 2001 - Present
UBS January 1997 - January 2000
Legg Mason January 1995 - January 1997
Bear Stearns January 1991 - January 1995
Sherson Lehman Brothers 1990 - 1993
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Corporate Finance, Finance, IPO, Loans, Credit, Real Estate, Capital
Education
Northeastern University 1980 — 1985
B.S. Finance, Finance, General
Stage Point Capital, LLC October 2013 - Present
Opvs Group July 2008 - Present
Renaissance Capital Partners January 2001 - Present
UBS January 1997 - January 2000
Legg Mason January 1995 - January 1997
Bear Stearns January 1991 - January 1995
Sherson Lehman Brothers 1990 - 1993
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Corporate Finance, Finance, IPO, Loans, Credit, Real Estate, Capital
Education
Northeastern University 1980 — 1985
B.S. Finance, Finance, General
Jonathan Romero, Jr. Jonathan Romero, Jr.'s Bear Stearns Experience September 1997 - June 2008
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2014 - Present
JERO Capital Management, LLC November 2012 - October 2014
JERO Capital Partners, LLC December 2009 - September 2014
Tejas Securities Group, Inc. November 2011 - April 2012
Legend Securities Inc. May 2011 - November 2011
Barclays Capital September 1997 - December 2009
JP Morgan September 1997 - March 2009
Bear Stearns September 1997 - June 2008
Bear Hunter Stuctured Products, LLC September 1997 - January 2008
Bear Wagner Specialists, LLC September 1997 - June 2001
Education
Kimball Union Academy
Ohio Wesleyan University
The Buckley School
Northwestern Mutual November 2014 - Present
JERO Capital Management, LLC November 2012 - October 2014
JERO Capital Partners, LLC December 2009 - September 2014
Tejas Securities Group, Inc. November 2011 - April 2012
Legend Securities Inc. May 2011 - November 2011
Barclays Capital September 1997 - December 2009
JP Morgan September 1997 - March 2009
Bear Stearns September 1997 - June 2008
Bear Hunter Stuctured Products, LLC September 1997 - January 2008
Bear Wagner Specialists, LLC September 1997 - June 2001
Education
Kimball Union Academy
Ohio Wesleyan University
The Buckley School
Michael D'Antonio Michael D'Antonio's Bear Stearns Experience January 2006 - March 2006
Job Investment Advisor
Industry Investment Banking
Experience
NYC Tech Staffing LLC November 2011 - Present
PARKSMART II October 2010 - June 2015
Laidlaw & Company UK Ltd. November 2013 - February 2014
Global Arena Capital Corp. December 2012 - November 2013
Whalehawk Laboratories LLC July 2009 - January 2013
Loveman, Kornreich & Steers January 2012 - December 2012
CHEESECAKE FACTORY, GRAND LUX CAFÉ October 2006 - July 2009
ALLEN PARTNERS LLC September 2007 - December 2007
Bear Stearns January 2006 - March 2006
Skills
Talent Acquisition, Talent Management, Project Management, Sales, Team Leadership, Full-cycle Recruiting, Direct Recruiting, Internet Recruiting, Time Management, Success Driven, Goal Oriented, Lighting, Teamwork, Customer Service, Microsoft Excel, Human Resources, Marketing
Education
City University of New York-Queens College 2006 — 2009
Bachelor of Business Administration, Dual Major; Corporate Finance and Economics
Northeastern University 2003 — 2006
Pursued a degree in Industrial Engineering, Engineering
Kellenberg Memorial High School 1999 — 2003
NYC Tech Staffing LLC November 2011 - Present
PARKSMART II October 2010 - June 2015
Laidlaw & Company UK Ltd. November 2013 - February 2014
Global Arena Capital Corp. December 2012 - November 2013
Whalehawk Laboratories LLC July 2009 - January 2013
Loveman, Kornreich & Steers January 2012 - December 2012
CHEESECAKE FACTORY, GRAND LUX CAFÉ October 2006 - July 2009
ALLEN PARTNERS LLC September 2007 - December 2007
Bear Stearns January 2006 - March 2006
Skills
Talent Acquisition, Talent Management, Project Management, Sales, Team Leadership, Full-cycle Recruiting, Direct Recruiting, Internet Recruiting, Time Management, Success Driven, Goal Oriented, Lighting, Teamwork, Customer Service, Microsoft Excel, Human Resources, Marketing
Education
City University of New York-Queens College 2006 — 2009
Bachelor of Business Administration, Dual Major; Corporate Finance and Economics
Northeastern University 2003 — 2006
Pursued a degree in Industrial Engineering, Engineering
Kellenberg Memorial High School 1999 — 2003
York Larese York Larese's Bear Stearns Experience 1992 - 1995
Job Managing Partner, Carnegie Associates Ltd, The YSL Group
Industry Financial Services
Experience
Carnegie Associates Ltd, The YSL Group June 2014 - Present
Cool Springs Life May 2010 - April 2014
UBS Wealth Management 2009 - 2010
Concord Capital Managment LLC. 2008 - 2009
Merrill Lynch 2006 - 2008
Ameriprise Financial Services, Inc. 2005 - 2006
Global Financial Services, Inc. (GFS) 1999 - 2005
Citi 1995 - May 2000
Bear Stearns 1992 - 1995
Skills
Finance, Alternative Investments, Investments, Capital Markets, Series 7, Microsoft Excel, Portfolio Management, Project Management, Investment Strategies, Structured Finance, Asset Management, Life Insurance, Relationship Management, Business Development, Tax Reporting
Education
North Carolina State University 1986 — 1991
BA
Walt Whitman High School 1984 — 1986
Carnegie Associates Ltd, The YSL Group June 2014 - Present
Cool Springs Life May 2010 - April 2014
UBS Wealth Management 2009 - 2010
Concord Capital Managment LLC. 2008 - 2009
Merrill Lynch 2006 - 2008
Ameriprise Financial Services, Inc. 2005 - 2006
Global Financial Services, Inc. (GFS) 1999 - 2005
Citi 1995 - May 2000
Bear Stearns 1992 - 1995
Skills
Finance, Alternative Investments, Investments, Capital Markets, Series 7, Microsoft Excel, Portfolio Management, Project Management, Investment Strategies, Structured Finance, Asset Management, Life Insurance, Relationship Management, Business Development, Tax Reporting
Education
North Carolina State University 1986 — 1991
BA
Walt Whitman High School 1984 — 1986
David Cornachio David Cornachio's Bear Stearns Experience October 2007 - April 2009
Job Account Executive at International Market Recruiters
Industry Financial Services
Experience
International Market Recruiters August 2012 - Present
Northwestern Mutual Financial Network 2009 - June 2012
Bear Stearns October 2007 - April 2009
Skills
Securities
Education
Northeastern University 2002 — 2007
BS, Criminal Justice
International Market Recruiters August 2012 - Present
Northwestern Mutual Financial Network 2009 - June 2012
Bear Stearns October 2007 - April 2009
Skills
Securities
Education
Northeastern University 2002 — 2007
BS, Criminal Justice
Sandra Soares Aponte Sandra Soares Aponte's Bear Stearns Experience June 1997 - December 1997
Job Staffing Manager at Microtech Staffing
Industry Information Technology and Services
Experience
Microtech Staffing Group October 2010 - Present
Summit Technical Services April 2008 - October 2010
Sapphire Technologies June 2001 - April 2008
Garber Brothers June 1998 - June 2001
Bear Stearns June 1997 - December 1997
Skills
Recruiting, IT Recruitment, Contract Recruitment, Internet Recruiting, Temporary Staffing, Technical Recruiting, Applicant Tracking..., IT Solutions, Staffing Services, Temporary Placement, Staff Augmentation, Training, Permanent Placement, Talent Acquisition, Benefits Negotiation, Screening, Screening Resumes, College Recruiting, Sourcing, Onboarding, Sales, Vendor Management, Resource Management, Human Resources, Account Management, Cold Calling, Interviews, Resume Writing, Executive Search
Education
Northeastern University 1996 — 2001
BS in Business Administration, International Business and Marketing
BMC Durfee 1992 — 1996
Microtech Staffing Group October 2010 - Present
Summit Technical Services April 2008 - October 2010
Sapphire Technologies June 2001 - April 2008
Garber Brothers June 1998 - June 2001
Bear Stearns June 1997 - December 1997
Skills
Recruiting, IT Recruitment, Contract Recruitment, Internet Recruiting, Temporary Staffing, Technical Recruiting, Applicant Tracking..., IT Solutions, Staffing Services, Temporary Placement, Staff Augmentation, Training, Permanent Placement, Talent Acquisition, Benefits Negotiation, Screening, Screening Resumes, College Recruiting, Sourcing, Onboarding, Sales, Vendor Management, Resource Management, Human Resources, Account Management, Cold Calling, Interviews, Resume Writing, Executive Search
Education
Northeastern University 1996 — 2001
BS in Business Administration, International Business and Marketing
BMC Durfee 1992 — 1996
Mr Elite Mr Elite's Bear Stearns Experience January 2002 - January 2005
Job Owner, www.MeetTheElite.net
Industry Financial Services
Experience
www.MeetTheElite.net January 2008 - Present
Bear Stearns January 2002 - January 2005
Canoe Brook Country Club May 1995 - August 1998
Education
Niagara University 1995 — 1999
Computer Science, Web Design
www.MeetTheElite.net January 2008 - Present
Bear Stearns January 2002 - January 2005
Canoe Brook Country Club May 1995 - August 1998
Education
Niagara University 1995 — 1999
Computer Science, Web Design
Norman Graham's Bear Stearns Experience 2005 - 2005
Job Senior C/C++ Programmer at Enquero
Industry Computer Software
Experience
AT&T - Shannon Labs September 2011 - January 2012
Viewpointe January 2006 - November 2009
Viewpointe January 2006 - November 2009
Bear Stearns 2005 - 2005
Credit Suisse Asset Management 2004 - 2004
JPMorgan Chase 2000 - 2004
Automated Pharmaceutical Services. 1994 - 1998
Skills
Software Development, Unix, Object Oriented Design, Testing, SDLC, SOA, Software Engineering, OOP, Databases, Perl, PL/SQL, Linux, C++, Solaris, Shell Scripting, SQL, XML
Education
North Carolina State University
BS, CS
North Carolina State University
BSCS
AT&T - Shannon Labs September 2011 - January 2012
Viewpointe January 2006 - November 2009
Viewpointe January 2006 - November 2009
Bear Stearns 2005 - 2005
Credit Suisse Asset Management 2004 - 2004
JPMorgan Chase 2000 - 2004
Automated Pharmaceutical Services. 1994 - 1998
Skills
Software Development, Unix, Object Oriented Design, Testing, SDLC, SOA, Software Engineering, OOP, Databases, Perl, PL/SQL, Linux, C++, Solaris, Shell Scripting, SQL, XML
Education
North Carolina State University
BS, CS
North Carolina State University
BSCS
Curtis Hobdy Curtis Hobdy's Bear Stearns Experience January 1995 - April 2000
Job VP Operation compliance at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2012 - Present
Bank of America Merrill Lynch March 2000 - May 2012
Bank of America Merrill Lynch March 2000 - May 2012
Banc of America Securities April 2000 - February 2010
Bear Stearns January 1995 - April 2000
American Express Publishing January 1990 - March 1995
Skills
Capital Markets, Series 7, Equities, Six Sigma
Education
Norfolk State University 1986 — 1989
BS, Business Management
University of Phoenix 1984 — 1986
Associate of Science (A.S.), Hotel & Restaurant Management, 3.0
Morgan Stanley May 2012 - Present
Bank of America Merrill Lynch March 2000 - May 2012
Bank of America Merrill Lynch March 2000 - May 2012
Banc of America Securities April 2000 - February 2010
Bear Stearns January 1995 - April 2000
American Express Publishing January 1990 - March 1995
Skills
Capital Markets, Series 7, Equities, Six Sigma
Education
Norfolk State University 1986 — 1989
BS, Business Management
University of Phoenix 1984 — 1986
Associate of Science (A.S.), Hotel & Restaurant Management, 3.0
Ralph Orciuoli's Bear Stearns Experience 2002 - 2004
Job Managing Director at Barclays
Industry Investment Management
Experience
Barclays 2014 - Present
Barclays 2007 - 2014
Integrated Finance Limited 2005 - 2006
Bear Stearns 2002 - 2004
Bank of America 2000 - 2002
Bankers Trust 1990 - 1998
Skills
Fixed Income, Trading, Hedge Funds, Derivatives, Capital Markets, Portfolio Management, Credit Derivatives, Risk Management, Structured Products, Investment Banking, Alternative Investments, Interest Rate..., Equities, Equity Derivatives, CDS, Financial Risk, Swaps, Trading Systems, FX Options, Options, Middle Office, Hedging, Proprietary Trading, Financial Markets, Electronic Trading, Prime Brokerage, Market Risk, Securities, Asset Management, Bonds, Emerging Markets, Structured Finance, Commodity, Financial Structuring, Equity Trading, Management
Education
Northeastern University
Bachelor of Science in Business Administration
Barclays 2014 - Present
Barclays 2007 - 2014
Integrated Finance Limited 2005 - 2006
Bear Stearns 2002 - 2004
Bank of America 2000 - 2002
Bankers Trust 1990 - 1998
Skills
Fixed Income, Trading, Hedge Funds, Derivatives, Capital Markets, Portfolio Management, Credit Derivatives, Risk Management, Structured Products, Investment Banking, Alternative Investments, Interest Rate..., Equities, Equity Derivatives, CDS, Financial Risk, Swaps, Trading Systems, FX Options, Options, Middle Office, Hedging, Proprietary Trading, Financial Markets, Electronic Trading, Prime Brokerage, Market Risk, Securities, Asset Management, Bonds, Emerging Markets, Structured Finance, Commodity, Financial Structuring, Equity Trading, Management
Education
Northeastern University
Bachelor of Science in Business Administration
Maziar Brumand's Bear Stearns Experience June 2007 - August 2007
Job Strategic Deals at Apple
Industry Investment Management
Experience
Apple 2013 - Present
Galtere 2011 - 2013
Macquarie Capital (USA) 2010 - 2011
Harbert Strategic Commodities Fund 2008 - 2010
Bear Stearns June 2007 - August 2007
Accenture 2003 - 2006
Intel, Motorola and Honeywell 2000 - 2003
Skills
Financial Modeling, Commodity, FX Options, Hedge Funds, Equities, Investments, Economics, Valuation, Derivatives, Fixed Income, Capital Markets, Bloomberg, Alternative Investments, Trading, Emerging Markets, Asset Managment, Strategy, Finance
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance
Arizona State University
BS, Electrical Engineering, 4.0
Apple 2013 - Present
Galtere 2011 - 2013
Macquarie Capital (USA) 2010 - 2011
Harbert Strategic Commodities Fund 2008 - 2010
Bear Stearns June 2007 - August 2007
Accenture 2003 - 2006
Intel, Motorola and Honeywell 2000 - 2003
Skills
Financial Modeling, Commodity, FX Options, Hedge Funds, Equities, Investments, Economics, Valuation, Derivatives, Fixed Income, Capital Markets, Bloomberg, Alternative Investments, Trading, Emerging Markets, Asset Managment, Strategy, Finance
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance
Arizona State University
BS, Electrical Engineering, 4.0
Ben Strackany's Bear Stearns Experience 1998 - 1999
Job CEO, Digital Problem Solver
Industry Internet
Experience
DevelopmentNow December 2005 - Present
Streamline Media Partners November 2005 - April 2006
ShopLocal, LLC August 1999 - November 2005
Bear Stearns 1998 - 1999
O+O 1995 - 1997
Skills
Mobile Marketing, Social Media, Online Lead Generation, JSON, IT Strategy, Agile Methodologies, Product Management, Mobile Applications, Software Development, Entrepreneurship, JavaScript, Web Development, Project Management, Web Applications, SEO, Mobile Devices, Start-ups, MySQL, Integration, ASP.NET, Leadership, System Architecture, Strategic Partnerships, Requirements Analysis, Enterprise Software
Education
Northwestern University - The Feinberg School of Medicine 1994 — 1995
MD
Northwestern University 1991 — 1994
BA
DevelopmentNow December 2005 - Present
Streamline Media Partners November 2005 - April 2006
ShopLocal, LLC August 1999 - November 2005
Bear Stearns 1998 - 1999
O+O 1995 - 1997
Skills
Mobile Marketing, Social Media, Online Lead Generation, JSON, IT Strategy, Agile Methodologies, Product Management, Mobile Applications, Software Development, Entrepreneurship, JavaScript, Web Development, Project Management, Web Applications, SEO, Mobile Devices, Start-ups, MySQL, Integration, ASP.NET, Leadership, System Architecture, Strategic Partnerships, Requirements Analysis, Enterprise Software
Education
Northwestern University - The Feinberg School of Medicine 1994 — 1995
MD
Northwestern University 1991 — 1994
BA
Eddie Suttiratana's Bear Stearns Experience 1998 - 2000
Job Experienced Finance and Strategy Professional
Industry Hospital & Health Care
Experience
DaVita Healthcare Partners 2012 - Present
Rocketship Education 2011 - 2012
Alvarez and Marsal 2006 - 2011
DaVita Healthcare Partners 2005 - 2006
Teach For America 2001 - 2002
Borden Capital Management Partners 2000 - 2001
Bear Stearns 1998 - 2000
Citi 1997 - 1997
Federal Reserve Bank of Chicago 1997 - 1997
Skills
Valuation, Finance, Financial Analysis, Mergers & Acquisitions, Capital Markets, Budgets, Corporate Finance, M&A experience, Cash Flow Forecasting, Restructuring, Debt Restructuring, Bankruptcy, Budgeting, DCF, LBO, Credit Analysis, Investment Banking, Distressed Debt, Financial Modeling
Education
Yale University - Yale School of Management
MBA
Northwestern University
Bachelor's degree
DaVita Healthcare Partners 2012 - Present
Rocketship Education 2011 - 2012
Alvarez and Marsal 2006 - 2011
DaVita Healthcare Partners 2005 - 2006
Teach For America 2001 - 2002
Borden Capital Management Partners 2000 - 2001
Bear Stearns 1998 - 2000
Citi 1997 - 1997
Federal Reserve Bank of Chicago 1997 - 1997
Skills
Valuation, Finance, Financial Analysis, Mergers & Acquisitions, Capital Markets, Budgets, Corporate Finance, M&A experience, Cash Flow Forecasting, Restructuring, Debt Restructuring, Bankruptcy, Budgeting, DCF, LBO, Credit Analysis, Investment Banking, Distressed Debt, Financial Modeling
Education
Yale University - Yale School of Management
MBA
Northwestern University
Bachelor's degree
Chaim Frenkel's Bear Stearns Experience November 1995 - October 1996
Job Consultant at Neuberger Berman
Industry Computer Software
Experience
Neuberger Berman August 2014 - Present
Nonlinear Knowledge, Inc. November 1984 - Present
UBS Wealth Management April 2009 - February 2012
UBS Wealth Management November 2005 - March 2009
Credit Suisse October 1995 - November 2005
Warburg Pincus October 1995 - November 2005
Bear Stearns November 1995 - October 1996
Eagle Creek Systems March 1995 - October 1995
Bear Stearns August 1993 - August 1995
Dow Jones Telerate July 1992 - June 1993
Skills
Vendor Management, Fixed Income, SDLC, Trading, Investment Banking, Business Intelligence, Equities, Alternative Investments, Electronic Trading, Emerging Markets, Derivatives, Hedge Funds, Asset Managment, Trading Systems, FX Options, Asset Management, IT Strategy, Business Analysis, Portfolio Management, Investments, Enterprise Architecture, Project Management, Market Data, Securities, Requirements Analysis, Capital Markets, Sybase, Integration, Risk Management, Bloomberg, Financial Services, Program Management, Equity Derivatives
Education
Polytechnic University 1977 — 1984
Bachelor of Science (B.S.), Physics
Neuberger Berman August 2014 - Present
Nonlinear Knowledge, Inc. November 1984 - Present
UBS Wealth Management April 2009 - February 2012
UBS Wealth Management November 2005 - March 2009
Credit Suisse October 1995 - November 2005
Warburg Pincus October 1995 - November 2005
Bear Stearns November 1995 - October 1996
Eagle Creek Systems March 1995 - October 1995
Bear Stearns August 1993 - August 1995
Dow Jones Telerate July 1992 - June 1993
Skills
Vendor Management, Fixed Income, SDLC, Trading, Investment Banking, Business Intelligence, Equities, Alternative Investments, Electronic Trading, Emerging Markets, Derivatives, Hedge Funds, Asset Managment, Trading Systems, FX Options, Asset Management, IT Strategy, Business Analysis, Portfolio Management, Investments, Enterprise Architecture, Project Management, Market Data, Securities, Requirements Analysis, Capital Markets, Sybase, Integration, Risk Management, Bloomberg, Financial Services, Program Management, Equity Derivatives
Education
Polytechnic University 1977 — 1984
Bachelor of Science (B.S.), Physics
Eric Strandson's Bear Stearns Experience January 1993 - June 1993
Job Business Unit Finance Manager at Teknor Apex Company
Industry Plastics
Experience
Teknor Apex Company April 2010 - Present
Teknor Apex Company December 2005 - Present
Teknor Apex Company September 2010 - February 2012
Teknor Apex Company December 2001 - August 2006
Motorola Software Products Division June 2000 - December 2001
Motorola Multiservice Networks Division April 1998 - May 2000
Motorola Cable Data Products Division April 1996 - March 1998
Gillette December 1994 - June 1995
Boston Edison (now NSTAR) January 1994 - June 1994
Bear Stearns January 1993 - June 1993
Skills
Forecasting, Financial Analysis, Microsoft Excel, Financial Reporting, Process Improvement, Manufacturing, Cost Accounting, Accounting, Managerial Finance, Finance, Plastics, Strategic Planning, Mergers & Acquisitions, Integration, 4 Disciplines of..., Project Management, Global Management, New Business Development, Business Valuation, Supply Chain Management, Six Sigma, Lean Manufacturing, Competitive Analysis, Contract Manufacturing, Business Process..., ERP, Pricing
Education
Northeastern University 1991 — 1995
Bachelor of Science in Business Administration
KHS 1987 — 1991
Teknor Apex Company April 2010 - Present
Teknor Apex Company December 2005 - Present
Teknor Apex Company September 2010 - February 2012
Teknor Apex Company December 2001 - August 2006
Motorola Software Products Division June 2000 - December 2001
Motorola Multiservice Networks Division April 1998 - May 2000
Motorola Cable Data Products Division April 1996 - March 1998
Gillette December 1994 - June 1995
Boston Edison (now NSTAR) January 1994 - June 1994
Bear Stearns January 1993 - June 1993
Skills
Forecasting, Financial Analysis, Microsoft Excel, Financial Reporting, Process Improvement, Manufacturing, Cost Accounting, Accounting, Managerial Finance, Finance, Plastics, Strategic Planning, Mergers & Acquisitions, Integration, 4 Disciplines of..., Project Management, Global Management, New Business Development, Business Valuation, Supply Chain Management, Six Sigma, Lean Manufacturing, Competitive Analysis, Contract Manufacturing, Business Process..., ERP, Pricing
Education
Northeastern University 1991 — 1995
Bachelor of Science in Business Administration
KHS 1987 — 1991
Farooq Chishty's Bear Stearns Experience December 2003 - Present
Job Associate Director at Bear Sterns
Industry Information Technology and Services
Experience
Bear Stearns December 2003 - Present
Education
New York University - Polytechnic School of Engineering 1985 — 1991
Bear Stearns December 2003 - Present
Education
New York University - Polytechnic School of Engineering 1985 — 1991
Jessica Schein's Bear Stearns Experience June 2007 - January 2008
Job Transportation and Infrastructure Planning and Preparedness at NYC Emergency Management (NYCEM)
Industry Government Relations
Experience
New York City Emergency Management Department August 2013 - Present
Gerson Lehrman Group April 2008 - September 2011
Bear Stearns June 2007 - January 2008
BP June 2006 - September 2006
Rolls-Royce North America June 2005 - September 2005
Skills
Project Management, Research, Management, Public Speaking, Market Research, Analysis, Data Analysis, Business Strategy, Strategy, Nonprofits
Education
The Interdisciplinary Center (IDC) Herzliya 2011 — 2012
MA Government, Masters in Government with a Specialization in Counter-Terrorism and Homeland Security
Northwestern University 2003 — 2007
Bachelor of Science (B.Sc.), Engineering Sciences and Applied Mathematics
New York City Emergency Management Department August 2013 - Present
Gerson Lehrman Group April 2008 - September 2011
Bear Stearns June 2007 - January 2008
BP June 2006 - September 2006
Rolls-Royce North America June 2005 - September 2005
Skills
Project Management, Research, Management, Public Speaking, Market Research, Analysis, Data Analysis, Business Strategy, Strategy, Nonprofits
Education
The Interdisciplinary Center (IDC) Herzliya 2011 — 2012
MA Government, Masters in Government with a Specialization in Counter-Terrorism and Homeland Security
Northwestern University 2003 — 2007
Bachelor of Science (B.Sc.), Engineering Sciences and Applied Mathematics
Evan Horton's Bear Stearns Experience July 2003 - October 2004
Job Vice President at Pine Tree Equity Partners
Industry Venture Capital & Private Equity
Experience
Pine Tree Equity Partners July 2011 - Present
NewSpring Capital July 2010 - May 2011
WestView Capital April 2006 - April 2009
Hunters Grove Holdings November 2004 - March 2006
Bear Stearns July 2003 - October 2004
Deloitte & Touche 2002 - 2002
Skills
Valuation, Financial Modeling, Due Diligence, Venture Capital, Private Equity, Financial Analysis, LBO, Mergers & Acquisitions, Investment Banking, Corporate Development, Corporate Finance, Business Valuation, Investments, M, Divestitures, Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2010
MBA, Finance and Strategy & Management
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance and Accounting
Dublin Coffman 1996 — 1999
Thunderbird High School
Pine Tree Equity Partners July 2011 - Present
NewSpring Capital July 2010 - May 2011
WestView Capital April 2006 - April 2009
Hunters Grove Holdings November 2004 - March 2006
Bear Stearns July 2003 - October 2004
Deloitte & Touche 2002 - 2002
Skills
Valuation, Financial Modeling, Due Diligence, Venture Capital, Private Equity, Financial Analysis, LBO, Mergers & Acquisitions, Investment Banking, Corporate Development, Corporate Finance, Business Valuation, Investments, M, Divestitures, Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2010
MBA, Finance and Strategy & Management
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance and Accounting
Dublin Coffman 1996 — 1999
Thunderbird High School
Jerry Dienes's Bear Stearns Experience June 2007 - December 2007
Job Account Executive at Oaktree Funding
Industry Financial Services
Experience
Oaktree Funding March 2015 - Present
Greenbox Loans, Inc. July 2014 - February 2015
GCS LLC October 2008 - June 2014
Bear Stearns June 2007 - December 2007
New Century October 1999 - May 2007
Skills
Sales Management, Mentoring, Business Development, Business Strategy, Sales Process
Education
University of West Florida - College of Business 1987 — 1989
B/S, FInance
Northeastern University 1983 — 1987
Finance
Oaktree Funding March 2015 - Present
Greenbox Loans, Inc. July 2014 - February 2015
GCS LLC October 2008 - June 2014
Bear Stearns June 2007 - December 2007
New Century October 1999 - May 2007
Skills
Sales Management, Mentoring, Business Development, Business Strategy, Sales Process
Education
University of West Florida - College of Business 1987 — 1989
B/S, FInance
Northeastern University 1983 — 1987
Finance
Richard Luftig's Bear Stearns Experience 2000 - 2005
Job Executive Vice President StoneCastle, LLC
Industry Investment Banking
Experience
StoneCastle, LLC 2009 - Present
Ivy Asset Management 2005 - 2009
Bear Stearns 2000 - 2005
Credit Suisse First Boston 1995 - 2000
Education
New York University School of Law
JD
New York University School of Law
LLM
University of Pennsylvania - Wharton
BS, Finance
StoneCastle, LLC 2009 - Present
Ivy Asset Management 2005 - 2009
Bear Stearns 2000 - 2005
Credit Suisse First Boston 1995 - 2000
Education
New York University School of Law
JD
New York University School of Law
LLM
University of Pennsylvania - Wharton
BS, Finance
Larry Tarschis's Bear Stearns Experience June 1998 - July 2000
Job The Pritzker Organization, LLC
Industry Venture Capital & Private Equity
Experience
The Pritzker Organization, LLC 2000 - Present
Bear Stearns June 1998 - July 2000
Skills
Mergers, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Financial Analysis, Investment Banking, Private Equity, Mergers & Acquisitions, Corporate Development, Deal Sourcing, Alternative Investments, Emerging Markets, Capital Markets, M&A experience, Acquisition Integration, Venture Capital, Financial Structuring, LBO, Investments, Hedge Funds, Portfolio Management, Equities, Business Valuation, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 2002 — 2003
MBA, Finance, Management & Strategy
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Science (B.S.), Finance, General
The Pritzker Organization, LLC 2000 - Present
Bear Stearns June 1998 - July 2000
Skills
Mergers, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Financial Analysis, Investment Banking, Private Equity, Mergers & Acquisitions, Corporate Development, Deal Sourcing, Alternative Investments, Emerging Markets, Capital Markets, M&A experience, Acquisition Integration, Venture Capital, Financial Structuring, LBO, Investments, Hedge Funds, Portfolio Management, Equities, Business Valuation, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 2002 — 2003
MBA, Finance, Management & Strategy
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Denise Teixeira's Bear Stearns Experience April 2007 - November 2007
Job Municipal Bond Trading Assistant at Mariner Investment Group Concordia Funds
Industry Financial Services
Experience
Mariner Investment Group April 2013 - Present
Concordia Advisors March 2008 - April 2013
Bear Stearns April 2007 - November 2007
WestLB September 2005 - March 2007
JPMorgan Chase October 2002 - September 2005
JPMorgan Chase October 2000 - October 2002
Education
Northeastern University
Bachelor of Science, Finance and International Business
Mariner Investment Group April 2013 - Present
Concordia Advisors March 2008 - April 2013
Bear Stearns April 2007 - November 2007
WestLB September 2005 - March 2007
JPMorgan Chase October 2002 - September 2005
JPMorgan Chase October 2000 - October 2002
Education
Northeastern University
Bachelor of Science, Finance and International Business
Viswamohan Tirumalasetty's Bear Stearns Experience 1999 - 2000
Job at Bank of America
Industry Financial Services
Experience
Bank of America August 2010 - Present
Barclays Capital June 2009 - December 2010
Citigroup October 2004 - May 2009
Citigroup 2004 - 2008
Converium Re-Insurance Inc October 2001 - September 2004
Random Walk Computing 2000 - 2001
Bear Stearns 1999 - 2000
Merrill Lynch 1997 - 1999
uunet india ltd 1996 - 1997
WebCommerz (UUNET India Ltd) 1995 - 1997
Skills
Trading, Trading Systems, Java Enterprise Edition, Java, SDLC, Fixed Income, Derivatives, Electronic Trading, Sybase, Business Analysis, SQL, Market Data, Investment Banking, Equities
Education
Osmania University 1992 — 1995
B. Com
American Sentinel University
BS
Panineeya Mahavidyalay
high school diploma
Tata Unisys
Tata Unisys
Tata Unisys
Tata Unisys
Bank of America August 2010 - Present
Barclays Capital June 2009 - December 2010
Citigroup October 2004 - May 2009
Citigroup 2004 - 2008
Converium Re-Insurance Inc October 2001 - September 2004
Random Walk Computing 2000 - 2001
Bear Stearns 1999 - 2000
Merrill Lynch 1997 - 1999
uunet india ltd 1996 - 1997
WebCommerz (UUNET India Ltd) 1995 - 1997
Skills
Trading, Trading Systems, Java Enterprise Edition, Java, SDLC, Fixed Income, Derivatives, Electronic Trading, Sybase, Business Analysis, SQL, Market Data, Investment Banking, Equities
Education
Osmania University 1992 — 1995
B. Com
American Sentinel University
BS
Panineeya Mahavidyalay
high school diploma
Tata Unisys
Tata Unisys
Tata Unisys
Tata Unisys
Laura Peres's Bear Stearns Experience September 1991 - April 1996
Job Portfolio manager at BlackRock
Industry Investment Management
Experience
BlackRock January 2005 - Present
JPM/Bank One June 2003 - July 2004
Bank One 2003 - 2004
Deutsche Asset Management/Scudder April 1996 - July 2002
Bear Stearns September 1991 - April 1996
Skills
Bonds, Portfolio Management, Asset Management, Insurance, Investment Banking, Asset Managment, Fixed Income, ABS, Equities
Education
The University of Chicago Booth School of Business 1998 — 2002
MBA
Northwestern University
BS
BlackRock January 2005 - Present
JPM/Bank One June 2003 - July 2004
Bank One 2003 - 2004
Deutsche Asset Management/Scudder April 1996 - July 2002
Bear Stearns September 1991 - April 1996
Skills
Bonds, Portfolio Management, Asset Management, Insurance, Investment Banking, Asset Managment, Fixed Income, ABS, Equities
Education
The University of Chicago Booth School of Business 1998 — 2002
MBA
Northwestern University
BS
Bill Mullally's Bear Stearns Experience September 1990 - September 2001
Job Chief Marketing Officer at CNBS, LLC
Industry Financial Services
Experience
CNBS, LLC February 2014 - Present
Southport Capital June 2012 - June 2015
J.P. Morgan October 2008 - June 2012
Oppenheimer & Co. March 2005 - October 2008
Synovus September 2001 - February 2005
Bear Stearns September 1990 - September 2001
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Equities, Alternative Investments, Hedge Funds, Venture Capital, Investment Strategies, ETFs, Bonds, Valuation, Asset Allocation, Wealth Management, Private Equity, Securities, Asset Managment, Investment Advisory, Investment Banking, Capital Markets, Investment Management, Fixed Income
Education
Oglethorpe University
Bachelor of Arts (B.A.), Economics, magna cum laude
CNBS, LLC February 2014 - Present
Southport Capital June 2012 - June 2015
J.P. Morgan October 2008 - June 2012
Oppenheimer & Co. March 2005 - October 2008
Synovus September 2001 - February 2005
Bear Stearns September 1990 - September 2001
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Equities, Alternative Investments, Hedge Funds, Venture Capital, Investment Strategies, ETFs, Bonds, Valuation, Asset Allocation, Wealth Management, Private Equity, Securities, Asset Managment, Investment Advisory, Investment Banking, Capital Markets, Investment Management, Fixed Income
Education
Oglethorpe University
Bachelor of Arts (B.A.), Economics, magna cum laude
Joseph Grippi's Bear Stearns Experience September 2006 - December 2008
Job AVP of Trading Technology and Market Data at MUFG Americas
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ April 2014 - Present
Tullett Prebon April 2011 - April 2014
Neuberger Berman September 2009 - March 2011
Bear Stearns September 2006 - December 2008
CIBC 2004 - 2006
Skills
Vendor Management, Market Data, Trading Systems, Electronic Trading, Bloomberg, Networking, MCSE 2003, Servers, Disaster Recovery, Active Directory, Equities, Microsoft Exchange, Fixed Income, Windows Server, Investment Banking, Unix, Exchange Connectivity, Business Analysis
Education
New York University - Polytechnic School of Engineering 2002 — 2005
Masters, Electrical Engineering
Bank of Tokyo-Mitsubishi UFJ April 2014 - Present
Tullett Prebon April 2011 - April 2014
Neuberger Berman September 2009 - March 2011
Bear Stearns September 2006 - December 2008
CIBC 2004 - 2006
Skills
Vendor Management, Market Data, Trading Systems, Electronic Trading, Bloomberg, Networking, MCSE 2003, Servers, Disaster Recovery, Active Directory, Equities, Microsoft Exchange, Fixed Income, Windows Server, Investment Banking, Unix, Exchange Connectivity, Business Analysis
Education
New York University - Polytechnic School of Engineering 2002 — 2005
Masters, Electrical Engineering
Katrina (Borisjuk) Cohen's Bear Stearns Experience 1999 - 2002
Job Sr. Brand Manager, Global Biscuits, Barni Base & Communications at Mondelēz International
Industry Consumer Goods
Experience
Mondelēz International June 2014 - Present
Mondelēz International November 2012 - June 2014
Mondelēz International October 2011 - November 2012
Kraft Foods November 2009 - September 2011
Kraft Foods July 2007 - October 2009
Kraft Foods July 2006 - June 2007
Barnett & Partners, LLC 2002 - 2004
Bear Stearns 1999 - 2002
Skills
Consumer Products, Shopper Marketing, Brand Equity, Brand Management, Segmentation, Competitive Analysis, Product Innovation, Brand Architecture, Cross-functional Team..., Marketing Research, Nielsen, Marketing Management, P&L Management, Marketing Strategy, Strategy, Consumer Insight, Market Research
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing, Management & Strategy
University of Pennsylvania - The Wharton School 1995 — 1999
B.S., Finance
North Haven
Mondelēz International June 2014 - Present
Mondelēz International November 2012 - June 2014
Mondelēz International October 2011 - November 2012
Kraft Foods November 2009 - September 2011
Kraft Foods July 2007 - October 2009
Kraft Foods July 2006 - June 2007
Barnett & Partners, LLC 2002 - 2004
Bear Stearns 1999 - 2002
Skills
Consumer Products, Shopper Marketing, Brand Equity, Brand Management, Segmentation, Competitive Analysis, Product Innovation, Brand Architecture, Cross-functional Team..., Marketing Research, Nielsen, Marketing Management, P&L Management, Marketing Strategy, Strategy, Consumer Insight, Market Research
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing, Management & Strategy
University of Pennsylvania - The Wharton School 1995 — 1999
B.S., Finance
North Haven
Darrin DiNapoli's Bear Stearns Experience VPJP Morgan ChaseJanuary 2009 - Present
Job VP at JP Morgan Chase
Industry Banking
Experience
Bear Stearns VPJP Morgan ChaseJanuary 2009 - Present
Skills
Fixed Income, Equities
Education
Nichols College 1986 — 1990
Bear Stearns VPJP Morgan ChaseJanuary 2009 - Present
Skills
Fixed Income, Equities
Education
Nichols College 1986 — 1990
Joe Natale's Bear Stearns Experience April 1993 - November 1997
Job Expert Advisor (Sr Manager) at The Boston Consulting Group
Industry Investment Banking
Experience
The Boston Consulting Group September 2014 - Present
J.P. Morgan May 2012 - August 2014
BLN Partners September 2009 - May 2012
UTSI July 2007 - September 2009
Bank of New York November 1999 - July 2007
AllianceBernstein December 1998 - November 1999
Sybase December 1997 - November 1998
Bear Stearns April 1993 - November 1997
Skills
Fixed Income, Derivatives, Equities, SDLC, Business Analysis, Market Data, Loans, Risk Management, Trading Systems, Bloomberg, Project Management, Investment Banking, Reference Data, MBS, Trading, Portfolio Management, Prime Brokerage, Risk Management..., Credit Risk, Market Risk, Dodd-Frank, Security Master, Market Data Management, Compliance, Sybase, Hedge Funds, Back Office, Securities
Education
Polytechnic University 1980 — 1984
Bachelor of Science (B.S.), Computer Science, Computer Engineering Minor
The Boston Consulting Group September 2014 - Present
J.P. Morgan May 2012 - August 2014
BLN Partners September 2009 - May 2012
UTSI July 2007 - September 2009
Bank of New York November 1999 - July 2007
AllianceBernstein December 1998 - November 1999
Sybase December 1997 - November 1998
Bear Stearns April 1993 - November 1997
Skills
Fixed Income, Derivatives, Equities, SDLC, Business Analysis, Market Data, Loans, Risk Management, Trading Systems, Bloomberg, Project Management, Investment Banking, Reference Data, MBS, Trading, Portfolio Management, Prime Brokerage, Risk Management..., Credit Risk, Market Risk, Dodd-Frank, Security Master, Market Data Management, Compliance, Sybase, Hedge Funds, Back Office, Securities
Education
Polytechnic University 1980 — 1984
Bachelor of Science (B.S.), Computer Science, Computer Engineering Minor
Eric Shifrin's Bear Stearns Experience July 1995 - November 1996
Job Senior Programmer Analyst at BGC Partners/Cantor Fitzgerald
Industry Information Technology and Services
Experience
Cantor Fitzgerald/Espeed/BGC Partners May 2001 - Present
Clifford Chance US LLP August 1998 - May 2001
Republic National Bank November 1996 - July 1998
Bear Stearns July 1995 - November 1996
Skills
Microsoft SQL Server, SQL, Business Analysis, T-SQL, ASP.NET, Crystal Reports, Requirements Analysis, Databases, Integration, Oracle, Visio, Analysis, Access, Essbase, .NET, Software Development, Perl, PeopleSoft, Sybase, Visual Basic, Database Design, Process Improvement, ADP ReportSmith, ADP Payroll, ADP HRB, ADP Payforce, HTML, System Administration, Business Intelligence, OBIEE, SSIS, SharePoint, Testing, Trading Systems, Disaster Recovery, OEIC, Financial Reporting, Equities, Data Warehousing, VBA, Business Requirements, Software Project..., Market Data, Electronic Trading, Fixed Income
Education
Berkley College 1991 — 1992
AAS, Accounting and Finance
Odessa State Polytechnic University 1985 — 1989
BS, Computer Science
Cantor Fitzgerald/Espeed/BGC Partners May 2001 - Present
Clifford Chance US LLP August 1998 - May 2001
Republic National Bank November 1996 - July 1998
Bear Stearns July 1995 - November 1996
Skills
Microsoft SQL Server, SQL, Business Analysis, T-SQL, ASP.NET, Crystal Reports, Requirements Analysis, Databases, Integration, Oracle, Visio, Analysis, Access, Essbase, .NET, Software Development, Perl, PeopleSoft, Sybase, Visual Basic, Database Design, Process Improvement, ADP ReportSmith, ADP Payroll, ADP HRB, ADP Payforce, HTML, System Administration, Business Intelligence, OBIEE, SSIS, SharePoint, Testing, Trading Systems, Disaster Recovery, OEIC, Financial Reporting, Equities, Data Warehousing, VBA, Business Requirements, Software Project..., Market Data, Electronic Trading, Fixed Income
Education
Berkley College 1991 — 1992
AAS, Accounting and Finance
Odessa State Polytechnic University 1985 — 1989
BS, Computer Science
Steve Shwam's Bear Stearns Experience February 2007 - December 2007
Job Account Executive at Outsource Technical
Industry Staffing and Recruiting
Experience
Outsource Technical December 2007 - Present
Bear Stearns February 2007 - December 2007
Encore Credit Corporation December 2003 - February 2007
Skills
SQL, C#, ASP.NET, SAN, Project Managers, SAP, Programmers, Networking, Information Technology, Quality Assurance, Human Resources, Leadership, Temporary Placement, Customer Service, Enterprise Software, Contract Recruitment, Management, Integration, Project Management, Sales, SDLC, SharePoint, Databases, Staff Augmentation, Applicant Tracking..., Recruiting, College Recruiting, Help Desk Support, Technical Recruiting, Technical Support, Sales Operations, Staffing Services, Internet Recruiting, Benefits Negotiation
Education
Orange Coast College 1999 — 2001
General Education
Outsource Technical December 2007 - Present
Bear Stearns February 2007 - December 2007
Encore Credit Corporation December 2003 - February 2007
Skills
SQL, C#, ASP.NET, SAN, Project Managers, SAP, Programmers, Networking, Information Technology, Quality Assurance, Human Resources, Leadership, Temporary Placement, Customer Service, Enterprise Software, Contract Recruitment, Management, Integration, Project Management, Sales, SDLC, SharePoint, Databases, Staff Augmentation, Applicant Tracking..., Recruiting, College Recruiting, Help Desk Support, Technical Recruiting, Technical Support, Sales Operations, Staffing Services, Internet Recruiting, Benefits Negotiation
Education
Orange Coast College 1999 — 2001
General Education
Deirdre Straley's Bear Stearns Experience August 1999 - January 2000
Job Content Management Specialist at Health Advances
Industry Management Consulting
Experience
Health Advances January 2015 - Present
Health Advances November 2007 - January 2015
Century Capital Management April 2004 - November 2007
Wellington Managment Company, LLC January 2000 - March 2004
Bear Stearns August 1999 - January 2000
Skills
Data Analysis, Healthcare, Market Research, Strategy, Biotechnology, Medical Devices, Business Strategy, Due Diligence, Financial Modeling, Market Analysis, Competitive Analysis, Microsoft Excel
Education
Northeastern University 1994 — 1999
Bachelor of Science (BS), Communication and Media Studies
Newton North High School 1990 — 1994
Health Advances January 2015 - Present
Health Advances November 2007 - January 2015
Century Capital Management April 2004 - November 2007
Wellington Managment Company, LLC January 2000 - March 2004
Bear Stearns August 1999 - January 2000
Skills
Data Analysis, Healthcare, Market Research, Strategy, Biotechnology, Medical Devices, Business Strategy, Due Diligence, Financial Modeling, Market Analysis, Competitive Analysis, Microsoft Excel
Education
Northeastern University 1994 — 1999
Bachelor of Science (BS), Communication and Media Studies
Newton North High School 1990 — 1994
Sara Sundar's Bear Stearns Experience June 1999 - April 2008
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2008 - Present
Bear Stearns June 1999 - April 2008
Skills
Electronic Trading, Prime Brokerage, Trading Systems
Education
North Carolina State University 1991 — 1992
MIS
University of Madras 1983 — 1987
BS Finance, Finance and Commerce
JPMorgan Chase 2008 - Present
Bear Stearns June 1999 - April 2008
Skills
Electronic Trading, Prime Brokerage, Trading Systems
Education
North Carolina State University 1991 — 1992
MIS
University of Madras 1983 — 1987
BS Finance, Finance and Commerce
George Bergquist's Bear Stearns Experience 2001 - 2005
Job Sales Associate at BCC Steel Inc
Industry Building Materials
Experience
BCC Steel Inc January 2014 - Present
United Airlines October 2011 - December 2013
FINAL FINISH PROPERTIES 2009 - 2010
Cadent Financial 2006 - 2009
Bear Stearns 2001 - 2005
Refco 2000 - 2001
FIMAT 1996 - 2000
Skills
Customer Service, Trading, Marketing Strategy, Account Management, Options, Time Management, Management, Financial Analysis, Teamwork, Microsoft Office
Education
Oakton Community College 2001 — 2002
Evanston H.S
BCC Steel Inc January 2014 - Present
United Airlines October 2011 - December 2013
FINAL FINISH PROPERTIES 2009 - 2010
Cadent Financial 2006 - 2009
Bear Stearns 2001 - 2005
Refco 2000 - 2001
FIMAT 1996 - 2000
Skills
Customer Service, Trading, Marketing Strategy, Account Management, Options, Time Management, Management, Financial Analysis, Teamwork, Microsoft Office
Education
Oakton Community College 2001 — 2002
Evanston H.S
Krishna Golugula's Bear Stearns Experience May 2005 - August 2006
Job Senior Implementation Architect at Guidewire Software
Industry Computer Software
Experience
Guidewire Software March 2012 - Present
UBS Investment Bank September 2010 - Present
UBS Investment Bank November 2009 - Present
GemStone Systems February 2009 - November 2009
NYMEX March 2007 - February 2009
Citigroup July 2006 - March 2007
Bear Stearns May 2005 - August 2006
ABN AMRO October 2004 - May 2005
CSC January 1997 - August 2004
Computer Sciences Corporation 2001 - 2004
Skills
Spring
Education
University of Hyderabad 1992 — 1993
M. Tech, computer science
Osmania University 1989 — 1990
PGDCA, Computer Applications
Osmania University 1986 — 1988
M.Sc, Statistics
Guidewire Software March 2012 - Present
UBS Investment Bank September 2010 - Present
UBS Investment Bank November 2009 - Present
GemStone Systems February 2009 - November 2009
NYMEX March 2007 - February 2009
Citigroup July 2006 - March 2007
Bear Stearns May 2005 - August 2006
ABN AMRO October 2004 - May 2005
CSC January 1997 - August 2004
Computer Sciences Corporation 2001 - 2004
Skills
Spring
Education
University of Hyderabad 1992 — 1993
M. Tech, computer science
Osmania University 1989 — 1990
PGDCA, Computer Applications
Osmania University 1986 — 1988
M.Sc, Statistics
Ambika Krishnan's Bear Stearns Experience February 2007 - July 2007
Job Sr.QA Analyst FHLBC
Industry Information Technology and Services
Experience
FHLBC October 2007 - Present
Bear Stearns February 2007 - July 2007
FHLBC February 2006 - December 2006
Liberty Mutual March 2005 - December 2005
PFPC November 2004 - February 2005
HSBC May 2001 - May 2003
Skills
Quality Assurance, Testing, User Acceptance Testing, SDLC, Manual Testing, Software Quality..., Quality Center
Education
Osmania University
M.Com, Commerce
FHLBC October 2007 - Present
Bear Stearns February 2007 - July 2007
FHLBC February 2006 - December 2006
Liberty Mutual March 2005 - December 2005
PFPC November 2004 - February 2005
HSBC May 2001 - May 2003
Skills
Quality Assurance, Testing, User Acceptance Testing, SDLC, Manual Testing, Software Quality..., Quality Center
Education
Osmania University
M.Com, Commerce
Erica Ross's Bear Stearns Experience March 1998 - May 2000
Job Executive Director, Global Head of Events, J. P. Morgan Private Bank
Industry Events Services
Experience
JPMorgan October 2007 - Present
Deutsche Bank October 2006 - October 2007
UBS 2005 - 2006
Royal Bank of Scotland 2002 - 2005
Momentum 2000 - 2002
Bear Stearns March 1998 - May 2000
PGI 1995 - 1997
Skills
Event Management, Marketing Strategy, Fundraising, Event Planning, Corporate Events, Strategic Planning, Marketing, Management, Investments
Education
Occidental College 1990 — 1994
BA, Sociology
JPMorgan October 2007 - Present
Deutsche Bank October 2006 - October 2007
UBS 2005 - 2006
Royal Bank of Scotland 2002 - 2005
Momentum 2000 - 2002
Bear Stearns March 1998 - May 2000
PGI 1995 - 1997
Skills
Event Management, Marketing Strategy, Fundraising, Event Planning, Corporate Events, Strategic Planning, Marketing, Management, Investments
Education
Occidental College 1990 — 1994
BA, Sociology
Susan L. Evans's Bear Stearns Experience 2007 - 2009
Job Chief Operating Officer / Senior Asset Management Ops Risk & Business Management Leader
Industry Financial Services
Experience
Madison Consulting Group 2014 - Present
New York Life Insurance Company 2012 - 2014
New York Life Investment Management 2011 - 2012
Madison Square Investors, LLC / New York Life Insurance Company 2009 - 2011
JP Morgan 2009 - 2009
Bear Stearns 2007 - 2009
Deutsche Asset Management 1989 - 2007
Bankers Trust 1989 - 1998
Skills
Securities, Asset Management, Investment Management, Asset Managment, Management, Financial Services, Operational Risk, Hedge Funds, Equities, Technology Management, Strategy, Restructuring, Portfolio Management, Performance Measurement, Process Redesign, Bloomberg, Wealth Management, Leadership, Derivatives, Trading, Fixed Income, Outsourcing, Alternative Investments, Project Management, Valuation, Investments, Investment Strategies, Capital Markets, Mutual Funds, Operations Management, Budget Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Strategy and Finance
Vanderbilt University
BS, Math
Madison Consulting Group 2014 - Present
New York Life Insurance Company 2012 - 2014
New York Life Investment Management 2011 - 2012
Madison Square Investors, LLC / New York Life Insurance Company 2009 - 2011
JP Morgan 2009 - 2009
Bear Stearns 2007 - 2009
Deutsche Asset Management 1989 - 2007
Bankers Trust 1989 - 1998
Skills
Securities, Asset Management, Investment Management, Asset Managment, Management, Financial Services, Operational Risk, Hedge Funds, Equities, Technology Management, Strategy, Restructuring, Portfolio Management, Performance Measurement, Process Redesign, Bloomberg, Wealth Management, Leadership, Derivatives, Trading, Fixed Income, Outsourcing, Alternative Investments, Project Management, Valuation, Investments, Investment Strategies, Capital Markets, Mutual Funds, Operations Management, Budget Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Strategy and Finance
Vanderbilt University
BS, Math
Chris Pauli's Bear Stearns Experience September 1979 - September 1980
Job President at The Crown Advisors, LLC
Industry Financial Services
Experience
The Crown Advisors, LLC January 2002 - Present
Stifel Nicolaus July 1999 - December 2001
Pauli & Company Incorporated May 1987 - July 1999
Lehman Brothers May 1981 - May 1987
Bear Stearns September 1979 - September 1980
Skills
Equities, Asset Management, Capital Markets, Securities, Investments, Investment Banking, Venture Capital, Trading, Portfolio Management, Mergers, Risk Management, Compliance, Hedge Funds, Private Equity, Financial Analysis, Corporate Finance, Customer Relations, Equity Trading, Alternative Investments, Investment Advisory, Sales Management, Problem Solving, Financial Markets, Wealth Management, Derivatives, Series 7, Options, Series 63, Series 24, Electronic Trading, Trading Systems, ETFs, Asset Allocation, Debt, FINRA, IPO, Financial Modeling, Due Diligence, Industry Analysis, Corporate Development, Securitization, Investment Strategies, Equity Research, Bonds, Valuation, Private Placements, Fund Of Funds, Back Office, Stocks, Emerging Markets
Education
Northwestern University - Kellogg School of Management 1981 — 1981
Masters in Management, Finance and Management
Washington University in St. Louis - Olin Business School 1976 — 1979
BSBA, Finance and Accounting
The Crown Advisors, LLC January 2002 - Present
Stifel Nicolaus July 1999 - December 2001
Pauli & Company Incorporated May 1987 - July 1999
Lehman Brothers May 1981 - May 1987
Bear Stearns September 1979 - September 1980
Skills
Equities, Asset Management, Capital Markets, Securities, Investments, Investment Banking, Venture Capital, Trading, Portfolio Management, Mergers, Risk Management, Compliance, Hedge Funds, Private Equity, Financial Analysis, Corporate Finance, Customer Relations, Equity Trading, Alternative Investments, Investment Advisory, Sales Management, Problem Solving, Financial Markets, Wealth Management, Derivatives, Series 7, Options, Series 63, Series 24, Electronic Trading, Trading Systems, ETFs, Asset Allocation, Debt, FINRA, IPO, Financial Modeling, Due Diligence, Industry Analysis, Corporate Development, Securitization, Investment Strategies, Equity Research, Bonds, Valuation, Private Placements, Fund Of Funds, Back Office, Stocks, Emerging Markets
Education
Northwestern University - Kellogg School of Management 1981 — 1981
Masters in Management, Finance and Management
Washington University in St. Louis - Olin Business School 1976 — 1979
BSBA, Finance and Accounting
Robert Grubelic's Bear Stearns Experience February 1991 - June 2008
Job Executive Director JPMorgan Chase
Industry Financial Services
Experience
JP Morgan June 2008 - Present
JP Morgan Chase 2008 - Present
Bear Stearns February 1991 - June 2008
Timber Hill September 1986 - February 1991
Skills
Market Data, Low Latency, Wombat, RMDS, Trading Systems, Electronic Trading, Exchange Connectivity, Financial Markets, Reference Data, Trading System, Bloomberg, Vendor Management, High Frequency Trading, Redline, Solace, Endace, Corvil, Reuters, Infodyne, Skyler
Education
New York University - Polytechnic School of Engineering 1982 — 1986
JP Morgan June 2008 - Present
JP Morgan Chase 2008 - Present
Bear Stearns February 1991 - June 2008
Timber Hill September 1986 - February 1991
Skills
Market Data, Low Latency, Wombat, RMDS, Trading Systems, Electronic Trading, Exchange Connectivity, Financial Markets, Reference Data, Trading System, Bloomberg, Vendor Management, High Frequency Trading, Redline, Solace, Endace, Corvil, Reuters, Infodyne, Skyler
Education
New York University - Polytechnic School of Engineering 1982 — 1986
Philip O'Dwyer's Bear Stearns Experience October 1999 - March 2008
Job Vice President, Head of Engineering, Americas at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
JP Morgan Chase March 2008 - April 2011
Bear Stearns October 1999 - March 2008
State of NY Metropolitan Transportation Authority July 1988 - October 1999
Skills
Management, Engineering, Facilities Management, SDLC, Derivatives, Enterprise Architecture, Agile Methodologies, Market Data, Unix, Software Development, Risk Management, Integration, Project Planning, Security, Project Management, Data Center, Procurement, Infrastructure, Vendor Management, Construction Management, Construction
Education
New York University - Polytechnic School of Engineering 1983 — 1987
B.S., Mechanical Engineering
Morgan Stanley April 2011 - Present
JP Morgan Chase March 2008 - April 2011
Bear Stearns October 1999 - March 2008
State of NY Metropolitan Transportation Authority July 1988 - October 1999
Skills
Management, Engineering, Facilities Management, SDLC, Derivatives, Enterprise Architecture, Agile Methodologies, Market Data, Unix, Software Development, Risk Management, Integration, Project Planning, Security, Project Management, Data Center, Procurement, Infrastructure, Vendor Management, Construction Management, Construction
Education
New York University - Polytechnic School of Engineering 1983 — 1987
B.S., Mechanical Engineering
Akhtar Samad's Bear Stearns Experience July 2000 - June 2008
Job Managing Member
Industry Biotechnology
Experience
Symbios Partners, LLC June 2008 - Present
Bear Stearns July 2000 - June 2008
Education
New York University School of Medicine
MD, PhD, Cancer research
Symbios Partners, LLC June 2008 - Present
Bear Stearns July 2000 - June 2008
Education
New York University School of Medicine
MD, PhD, Cancer research
Brady Busch's Bear Stearns Experience 1998 - 2000
Job Experienced Private Equity and Credit Investment Professional
Industry Venture Capital & Private Equity
Experience
Patriarch Partners 2009 - 2011
American Capital 2004 - 2008
Intel June 2003 - September 2003
GTCR Golder Rauner 2000 - 2002
Bear Stearns 1998 - 2000
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Marketing, Strategy
University of Michigan 1994 — 1998
BBA, Finance & Accounting
Patriarch Partners 2009 - 2011
American Capital 2004 - 2008
Intel June 2003 - September 2003
GTCR Golder Rauner 2000 - 2002
Bear Stearns 1998 - 2000
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Marketing, Strategy
University of Michigan 1994 — 1998
BBA, Finance & Accounting
Scott Crohn's Bear Stearns Experience 2004 - 2006
Job President at Axiom Asset Advisors
Industry Financial Services
Experience
Axiom Asset Advisors April 2014 - Present
Vida Capital 2010 - April 2014
WestLB 2006 - 2010
Bear Stearns 2004 - 2006
Skills
Private Equity, Asset Managment, Financial Modeling, Asset Management, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Due Diligence, Financial Structuring, Investments, Portfolio Management, Valuation, Finance, Financial Analysis, Capital Markets, Fixed Income
Education
Northwestern University
BA, Economics
Axiom Asset Advisors April 2014 - Present
Vida Capital 2010 - April 2014
WestLB 2006 - 2010
Bear Stearns 2004 - 2006
Skills
Private Equity, Asset Managment, Financial Modeling, Asset Management, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Due Diligence, Financial Structuring, Investments, Portfolio Management, Valuation, Finance, Financial Analysis, Capital Markets, Fixed Income
Education
Northwestern University
BA, Economics
Vanessa Chin's Bear Stearns Experience October 2000 - May 2008
Job Executive Assistant at Corbin Capital
Industry Financial Services
Experience
Corbin Capital Partners May 2008 - Present
Bear Stearns October 2000 - May 2008
Education
The New School 2003 — 2006
Master's of Arts, International Relations
Notre Dame of Maryland University 1996 — 2000
Bachelor's of Arts, International Relations
Corbin Capital Partners May 2008 - Present
Bear Stearns October 2000 - May 2008
Education
The New School 2003 — 2006
Master's of Arts, International Relations
Notre Dame of Maryland University 1996 — 2000
Bachelor's of Arts, International Relations
Chandra Bonthu's Bear Stearns Experience December 2002 - March 2008
Job Vice President at Bank of America Merrill lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2012 - Present
Credit Suisse November 2009 - August 2012
JPMorgan April 2008 - October 2009
Bear Stearns December 2002 - March 2008
Skills
Sybase, SDLC, PL/SQL, Prime Brokerage, Unix, Compliance, Shell Scripting, Web Services, SQL Server, Application Development, .NET, Perl, T-SQL, SQL, Java, Equities, Software Design, Architecture, Analysis, SSIS, SOA, Data Warehousing, Weblogic, Informatica, WPF, Autosys, DB2, SSRS, XML, WCF, C#, UML, Database Design, AJAX, ETL, VB.NET, Unix Shell Scripting, ASP.NET, NUnit, OOAD, C++, Databases, WinForms, SOAP, JavaScript, Linux, Crystal Reports, Software Development, C, RDBMS
Education
University of Hyderabad 2001 — 2003
M.Tech, Computer Science
Osmania University 1997 — 2001
BE, CSE
Bank of America Merrill Lynch September 2012 - Present
Credit Suisse November 2009 - August 2012
JPMorgan April 2008 - October 2009
Bear Stearns December 2002 - March 2008
Skills
Sybase, SDLC, PL/SQL, Prime Brokerage, Unix, Compliance, Shell Scripting, Web Services, SQL Server, Application Development, .NET, Perl, T-SQL, SQL, Java, Equities, Software Design, Architecture, Analysis, SSIS, SOA, Data Warehousing, Weblogic, Informatica, WPF, Autosys, DB2, SSRS, XML, WCF, C#, UML, Database Design, AJAX, ETL, VB.NET, Unix Shell Scripting, ASP.NET, NUnit, OOAD, C++, Databases, WinForms, SOAP, JavaScript, Linux, Crystal Reports, Software Development, C, RDBMS
Education
University of Hyderabad 2001 — 2003
M.Tech, Computer Science
Osmania University 1997 — 2001
BE, CSE
Terrance Berland's Bear Stearns Experience February 2003 - June 2008
Job Managing Partner Private Equity
Industry Financial Services
Experience
Kirenaga Partners March 2015 - Present
Bridgewater Associates January 2011 - Present
Bridgewater Associates March 2010 - January 2011
Russell Investments June 2009 - March 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2008 - September 2008
Bear Stearns February 2003 - June 2008
McKinsey & Company July 1996 - February 2003
Prudential Securities July 1994 - June 1995
US Navy June 1990 - June 1994
Skills
Program Management, Contract Negotiation, Functional Requirements, Financial Services, Hedge Funds, Change Management, Business Process..., Acquisition Integration, Capital Markets, Investment Banking, Equities, Asset Managment, Financial Modeling, Portfolio Management, Due Diligence, Fixed Income, Emerging Markets, Risk Management, Private Equity, Vendor Management, Management, Mergers & Acquisitions, Asset Management
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance, Strategy
University of Notre Dame 1986 — 1990
Bachelor of Science, Mathematics
Kirenaga Partners March 2015 - Present
Bridgewater Associates January 2011 - Present
Bridgewater Associates March 2010 - January 2011
Russell Investments June 2009 - March 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2008 - September 2008
Bear Stearns February 2003 - June 2008
McKinsey & Company July 1996 - February 2003
Prudential Securities July 1994 - June 1995
US Navy June 1990 - June 1994
Skills
Program Management, Contract Negotiation, Functional Requirements, Financial Services, Hedge Funds, Change Management, Business Process..., Acquisition Integration, Capital Markets, Investment Banking, Equities, Asset Managment, Financial Modeling, Portfolio Management, Due Diligence, Fixed Income, Emerging Markets, Risk Management, Private Equity, Vendor Management, Management, Mergers & Acquisitions, Asset Management
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance, Strategy
University of Notre Dame 1986 — 1990
Bachelor of Science, Mathematics
Frank Proscia's Bear Stearns Experience June 2005 - May 2008
Job Attorney at Millennium Partners
Industry Legal Services
Experience
Millennium Partners April 2013 - Present
Rosen Associates November 2010 - Present
JPMorgan Chase June 2008 - June 2009
Bear Stearns June 2005 - May 2008
MetLife October 2002 - May 2005
Goodwin Procter LLP May 1999 - September 2002
Friedman Siegelbaum, LLP 1999 - 2000
Skills
Intellectual Property, Licensing, Legal Writing, Contract Negotiation, Negotiation, Due Diligence, Legal Research, Outsourcing, Privacy Law, Joint Ventures, Disaster Recovery
Education
New York University School of Law 1994 — 1999
J.D., Law
Microsoft Certified Systems Engineer 1998 — 1998
MCSE, Computer Networking
University of Virginia 1990 — 1994
B.A., History
Millennium Partners April 2013 - Present
Rosen Associates November 2010 - Present
JPMorgan Chase June 2008 - June 2009
Bear Stearns June 2005 - May 2008
MetLife October 2002 - May 2005
Goodwin Procter LLP May 1999 - September 2002
Friedman Siegelbaum, LLP 1999 - 2000
Skills
Intellectual Property, Licensing, Legal Writing, Contract Negotiation, Negotiation, Due Diligence, Legal Research, Outsourcing, Privacy Law, Joint Ventures, Disaster Recovery
Education
New York University School of Law 1994 — 1999
J.D., Law
Microsoft Certified Systems Engineer 1998 — 1998
MCSE, Computer Networking
University of Virginia 1990 — 1994
B.A., History
Bradley Acker's Bear Stearns Experience June 2004 - September 2008
Job Electronic Sales at Royal Bank of Canada
Industry Financial Services
Experience
Royal Bank of Canada December 2010 - Present
Rafferty Capital Markets February 2009 - November 2010
Bear Stearns June 2004 - September 2008
Skills
Series 7, Customer Relations, Bloomberg, Word, Investments
Education
Northeastern University 1999 — 2004
BS, Political Science
Trinity Catholic High School 1995 — 1999
Royal Bank of Canada December 2010 - Present
Rafferty Capital Markets February 2009 - November 2010
Bear Stearns June 2004 - September 2008
Skills
Series 7, Customer Relations, Bloomberg, Word, Investments
Education
Northeastern University 1999 — 2004
BS, Political Science
Trinity Catholic High School 1995 — 1999
Betsy Bliss's Bear Stearns Experience 2003 - Present
Job Managing Director at JPMorgan
Industry Investment Management
Experience
JPMorgan 2008 - Present
Bear Stearns 2003 - Present
Bear Stearns, a division of J.P. Morgan 2003 - Present
Oppenheimer & Co. 1972 - 2003
Jesuit School of Theology 1995 - 2000
Education
Northwestern University 1960 — 1965
M.S., journalism
Northwestern University
B.S.
JPMorgan 2008 - Present
Bear Stearns 2003 - Present
Bear Stearns, a division of J.P. Morgan 2003 - Present
Oppenheimer & Co. 1972 - 2003
Jesuit School of Theology 1995 - 2000
Education
Northwestern University 1960 — 1965
M.S., journalism
Northwestern University
B.S.
Claudette Higgins's Bear Stearns Experience May 2003 - June 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
JPMorgan June 2008 - Present
J.P. Morgan June 2008 - Present
J.P. Morgan May 2008 - Present
Bear Stearns May 2003 - June 2008
Deutsche Bank September 1995 - June 2001
Skills
Management, Office Management, Policy, Real Estate, Asset Management, Microsoft Excel, Investments, Financial Analysis, Outlook, Fixed Income, Investment Banking, Capital Markets, Microsoft Office, Equities, Valuation, Corporate Finance, Credit, Microsoft Word, Banking, Securities
Education
Oakwood College
Business Education, Business
JPMorgan June 2008 - Present
J.P. Morgan June 2008 - Present
J.P. Morgan May 2008 - Present
Bear Stearns May 2003 - June 2008
Deutsche Bank September 1995 - June 2001
Skills
Management, Office Management, Policy, Real Estate, Asset Management, Microsoft Excel, Investments, Financial Analysis, Outlook, Fixed Income, Investment Banking, Capital Markets, Microsoft Office, Equities, Valuation, Corporate Finance, Credit, Microsoft Word, Banking, Securities
Education
Oakwood College
Business Education, Business
Vishal Madhavan's Bear Stearns Experience July 2004 - June 2008
Job Project Leader at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2012 - Present
Ticketmaster June 2008 - February 2010
Bear Stearns July 2004 - June 2008
Skills
Management Consulting, M&A experience, Analytics, Market Analysis, Business Analysis, Digital Media, Data Analysis, Investment Banking
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
University of California, Berkeley 2000 — 2004
BA
Thomas Jefferson High School for Science and Technology 1996 — 2000
The Boston Consulting Group September 2012 - Present
Ticketmaster June 2008 - February 2010
Bear Stearns July 2004 - June 2008
Skills
Management Consulting, M&A experience, Analytics, Market Analysis, Business Analysis, Digital Media, Data Analysis, Investment Banking
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
University of California, Berkeley 2000 — 2004
BA
Thomas Jefferson High School for Science and Technology 1996 — 2000
Julia Hand's Bear Stearns Experience June 2006 - September 2006
Job Principal Economist Upstream Oil & Gas at IHS
Industry Oil & Energy
Experience
IHS July 2013 - Present
IHS January 2013 - July 2013
PFC Energy December 2009 - December 2012
J.P. Morgan June 2007 - November 2009
Bear Stearns June 2006 - September 2006
Skills
Energy, Valuation, Natural Gas, Due Diligence, Access, Financial Modeling, Financial Analysis, Investment Banking, Commodity, Oil, Microsoft Excel, PowerPoint, Asset Valuation, Portfolio Assessment, Economics, Trading, Microsoft Word, VBA, ArcGIS, Matlab, Python, Bloomberg, MapInfo Professional, ESA, PetroView, Modeling, DCF Valuation, SharePoint, Spotfire, Analysis, Data Visualization, Economic Modeling, Mergers, Upstream
Education
Northwestern University 2003 — 2007
B.S., Civil & Environmental Engineering, Applied Mathematics
IHS July 2013 - Present
IHS January 2013 - July 2013
PFC Energy December 2009 - December 2012
J.P. Morgan June 2007 - November 2009
Bear Stearns June 2006 - September 2006
Skills
Energy, Valuation, Natural Gas, Due Diligence, Access, Financial Modeling, Financial Analysis, Investment Banking, Commodity, Oil, Microsoft Excel, PowerPoint, Asset Valuation, Portfolio Assessment, Economics, Trading, Microsoft Word, VBA, ArcGIS, Matlab, Python, Bloomberg, MapInfo Professional, ESA, PetroView, Modeling, DCF Valuation, SharePoint, Spotfire, Analysis, Data Visualization, Economic Modeling, Mergers, Upstream
Education
Northwestern University 2003 — 2007
B.S., Civil & Environmental Engineering, Applied Mathematics
Cecil Brown's Bear Stearns Experience 1997 - 2008
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
GE Capital October 2014 - June 2015
Evercore Partners 2008 - 2013
Bear Stearns 1997 - 2008
Northern Trust 1991 - 1995
Skills
Due Diligence, Capital Markets, Financial Structuring, Financial Modeling, Leveraged Finance, Valuation, Financial Analysis, Banking, Finance, Investment Banking, Investments, Restructuring, Hedge Funds, Strategy, LBO
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
University of Michigan 1987 — 1991
BBA, Finance, Accounting
SunTrust Robinson Humphrey July 2015 - Present
GE Capital October 2014 - June 2015
Evercore Partners 2008 - 2013
Bear Stearns 1997 - 2008
Northern Trust 1991 - 1995
Skills
Due Diligence, Capital Markets, Financial Structuring, Financial Modeling, Leveraged Finance, Valuation, Financial Analysis, Banking, Finance, Investment Banking, Investments, Restructuring, Hedge Funds, Strategy, LBO
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
University of Michigan 1987 — 1991
BBA, Finance, Accounting
Farooq Chishty's Bear Stearns Experience December 2004 - December 2007
Job IT Project Lead
Industry Insurance
Experience
MetLife July 2008 - Present
Bear Stearns December 2004 - December 2007
Morgan Stanley 2001 - 2002
Skills
SDLC
Education
New York University - Polytechnic School of Engineering 1989 — 1991
MS, Computer Science
Dawood College of Engineering and Technology
MetLife July 2008 - Present
Bear Stearns December 2004 - December 2007
Morgan Stanley 2001 - 2002
Skills
SDLC
Education
New York University - Polytechnic School of Engineering 1989 — 1991
MS, Computer Science
Dawood College of Engineering and Technology
Kenny Leavitt's Bear Stearns Experience May 2007 - August 2007
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management July 2013 - August 2013
Cambridge Associates July 2008 - April 2013
Bear Stearns May 2007 - August 2007
Skills
Private Equity, Alternative Investments, Financial Modeling, Valuation, Due Diligence, Hedge Funds, Investments, Equities, Venture Capital, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Oaktree Capital Management July 2013 - August 2013
Cambridge Associates July 2008 - April 2013
Bear Stearns May 2007 - August 2007
Skills
Private Equity, Alternative Investments, Financial Modeling, Valuation, Due Diligence, Hedge Funds, Investments, Equities, Venture Capital, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Brad Wynn's Bear Stearns Experience 1994 - 2000
Job Senior Client Relationship Manager at Legal & General Investment Management America (LGIMA)
Industry Investment Management
Experience
Legal & General Investment Management America (LGIMA) April 2013 - Present
Chicago area September 2012 - March 2013
Morgan Stanley 2004 - March 2012
TD Securities 2001 - 2004
Goldman Sachs 2000 - 2001
Bear Stearns 1994 - 2000
Goldman Sachs 1988 - 1994
Lehman Brothers 1984 - 1987
Skills
Structured Products, Credit Derivatives, Capital Markets, Fixed Income, Derivatives, Structured Finance, Equities, Hedge Funds, Bonds, Finance, Securitization, Alternative Investments, Financial Services, Investments, Investment Banking, Asset Management, Strategy, Options, Financial Structuring, Portfolio Management, Investment Management, Credit, Banking, Bloomberg, MBS, Series 7, Securities, Asset Allocation, Financial Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1988
Master of Business Administration (MBA), Finance, Marketing, Organizational Behavior
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Finance
Legal & General Investment Management America (LGIMA) April 2013 - Present
Chicago area September 2012 - March 2013
Morgan Stanley 2004 - March 2012
TD Securities 2001 - 2004
Goldman Sachs 2000 - 2001
Bear Stearns 1994 - 2000
Goldman Sachs 1988 - 1994
Lehman Brothers 1984 - 1987
Skills
Structured Products, Credit Derivatives, Capital Markets, Fixed Income, Derivatives, Structured Finance, Equities, Hedge Funds, Bonds, Finance, Securitization, Alternative Investments, Financial Services, Investments, Investment Banking, Asset Management, Strategy, Options, Financial Structuring, Portfolio Management, Investment Management, Credit, Banking, Bloomberg, MBS, Series 7, Securities, Asset Allocation, Financial Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1988
Master of Business Administration (MBA), Finance, Marketing, Organizational Behavior
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Finance
Jeff Seaman's Bear Stearns Experience 2006 - 2007
Job Managing Director at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird 2008 - Present
Bear Stearns 2006 - 2007
Lehman Brothers 1991 - 2006
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance
Southern Methodist University 1983 — 1987
BA, BBA, Finance, Political Science
University School of Milwaukee
Robert W. Baird 2008 - Present
Bear Stearns 2006 - 2007
Lehman Brothers 1991 - 2006
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance
Southern Methodist University 1983 — 1987
BA, BBA, Finance, Political Science
University School of Milwaukee
Charlie Wilder Reed's Bear Stearns Experience 2003 - 2008
Job Associate Director, Complex Administrative Manager at UBS
Industry Financial Services
Experience
UBS Financial Services June 2015 - Present
Kalos Financial August 2014 - May 2015
Kalos Financial June 2012 - December 2014
J.P. Morgan Securities January 2010 - June 2012
Bear Stearns, a division of J.P. Morgan June 2008 - January 2010
Bear Stearns 2003 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Financial Analysis, Customer Service, Risk Management, Access, Alternative Investments, Banking, Asset Management, Process Improvement
Education
Oglethorpe University 2003 — 2007
Bachelors of Arts, Liberal Studies
UBS Financial Services June 2015 - Present
Kalos Financial August 2014 - May 2015
Kalos Financial June 2012 - December 2014
J.P. Morgan Securities January 2010 - June 2012
Bear Stearns, a division of J.P. Morgan June 2008 - January 2010
Bear Stearns 2003 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Financial Analysis, Customer Service, Risk Management, Access, Alternative Investments, Banking, Asset Management, Process Improvement
Education
Oglethorpe University 2003 — 2007
Bachelors of Arts, Liberal Studies
Prasad Chintapalli's Bear Stearns Experience 2004 - 2007
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2010 - Present
Diamondback Capital July 2009 - March 2010
Deutsche bank May 2007 - June 2009
Bear Stearns 2004 - 2007
Deustche Bank June 2001 - June 2004
Goldman Sachs 1998 - 2000
Goldman Sachs 1998 - 2000
Goldman Sachs 1998 - 2000
Goldman Sachs 1998 - 2000
Goldman Sachs 1998 - 2000
Skills
Equities, Market Data, Proprietary Trading, Trading Systems, Equity Derivatives, Project Management, Electronic Trading, Fixed Income, Hedge Funds, Options, Trading, FX Options, Capital Markets, Equity Trading, Exchange Connectivity, Investment Banking, Structured Products, Derivatives, Software Project..., Risk Management, Low Latency, Bloomberg, Back Office, Sybase, Middle Office, Swaps, Quantitative Finance, Prime Brokerage, Order Management, Interest Rate..., Market Risk, Credit Derivatives, Financial Markets, Portfolio Management, Quantitative Analytics, Commodity, Securities Lending, Alternative Investments, ETFs, Trading Strategies, Settlement, Securities, Bonds, Financial Structuring, Equity Research, Collateral Management, Reference Data, Emerging Markets, Asset Management, Investment Management
Education
Ohio University 1984 — 1986
MS, Computer Science
RBC Capital Markets March 2010 - Present
Diamondback Capital July 2009 - March 2010
Deutsche bank May 2007 - June 2009
Bear Stearns 2004 - 2007
Deustche Bank June 2001 - June 2004
Goldman Sachs 1998 - 2000
Goldman Sachs 1998 - 2000
Goldman Sachs 1998 - 2000
Goldman Sachs 1998 - 2000
Goldman Sachs 1998 - 2000
Skills
Equities, Market Data, Proprietary Trading, Trading Systems, Equity Derivatives, Project Management, Electronic Trading, Fixed Income, Hedge Funds, Options, Trading, FX Options, Capital Markets, Equity Trading, Exchange Connectivity, Investment Banking, Structured Products, Derivatives, Software Project..., Risk Management, Low Latency, Bloomberg, Back Office, Sybase, Middle Office, Swaps, Quantitative Finance, Prime Brokerage, Order Management, Interest Rate..., Market Risk, Credit Derivatives, Financial Markets, Portfolio Management, Quantitative Analytics, Commodity, Securities Lending, Alternative Investments, ETFs, Trading Strategies, Settlement, Securities, Bonds, Financial Structuring, Equity Research, Collateral Management, Reference Data, Emerging Markets, Asset Management, Investment Management
Education
Ohio University 1984 — 1986
MS, Computer Science
Richard Orne's Bear Stearns Experience January 2000 - June 2001
Job Asset Manager Assistant Vice President
Industry Real Estate
Experience
Boston Financial Investment Management March 2014 - Present
Boston Financial Investment Management 2011 - February 2014
The Signal Group 2010 - 2011
Loomis, Sayles & Company 2001 - 2009
Bear Stearns January 2000 - June 2001
Skills
Financial Modeling, Real Estate, LIHTC, Asset Management
Education
Northeastern University 2009 — 2010
Masters, MBA
University of Maine 1996 — 1999
B.S, Business Administration
Boston Financial Investment Management March 2014 - Present
Boston Financial Investment Management 2011 - February 2014
The Signal Group 2010 - 2011
Loomis, Sayles & Company 2001 - 2009
Bear Stearns January 2000 - June 2001
Skills
Financial Modeling, Real Estate, LIHTC, Asset Management
Education
Northeastern University 2009 — 2010
Masters, MBA
University of Maine 1996 — 1999
B.S, Business Administration
David Maas's Bear Stearns Experience 2006 - 2008
Job Senior Engineer at Ullink
Industry Financial Services
Experience
Ullink September 2014 - Present
NYSE Euronext November 2009 - September 2014
NYFIX August 2008 - November 2009
Bear Stearns 2006 - 2008
International Network Services 2003 - 2006
Predictive Systems 1997 - 2003
Skills
Strategy, Management, Networking, Data Center, Disaster Recovery, ITIL, Enterprise Architecture, IT Strategy, Vendor Management, Unix, Network Security, Integration, Pre-sales, Post-sale Support, Load Balancing, Sniffer, Project Management, IT Management, IT Service Management, Professional Services, Cloud Computing, Low Latency, CISSP, Requirements Analysis, IT Operations
Education
Polytechnic University
MSEE, Electrical and Network Engineering
Pratt Institute
BSEE, Electrical Engineering
Ullink September 2014 - Present
NYSE Euronext November 2009 - September 2014
NYFIX August 2008 - November 2009
Bear Stearns 2006 - 2008
International Network Services 2003 - 2006
Predictive Systems 1997 - 2003
Skills
Strategy, Management, Networking, Data Center, Disaster Recovery, ITIL, Enterprise Architecture, IT Strategy, Vendor Management, Unix, Network Security, Integration, Pre-sales, Post-sale Support, Load Balancing, Sniffer, Project Management, IT Management, IT Service Management, Professional Services, Cloud Computing, Low Latency, CISSP, Requirements Analysis, IT Operations
Education
Polytechnic University
MSEE, Electrical and Network Engineering
Pratt Institute
BSEE, Electrical Engineering
David Falk's Bear Stearns Experience February 1994 - June 2007
Job Partner & Director of Research, Cedar Ridge Partners, LLC
Industry Investment Management
Experience
Cedar Ridge Partners, LLC August 2009 - Present
DEPFA First Albany Securities, LLC September 2007 - March 2009
Bear Stearns February 1994 - June 2007
Lazard Freres & Co. March 1989 - February 1994
Caine Gressel Midgley Slater Incorporated June 1981 - February 1989
Education
University of North Carolina at Chapel Hill 1979 — 1981
Master of Regional Planning, Real Estate, Housing and Economic Development
Northwestern University 1975 — 1979
B.A., Economics, Urban Studies
Cedar Ridge Partners, LLC August 2009 - Present
DEPFA First Albany Securities, LLC September 2007 - March 2009
Bear Stearns February 1994 - June 2007
Lazard Freres & Co. March 1989 - February 1994
Caine Gressel Midgley Slater Incorporated June 1981 - February 1989
Education
University of North Carolina at Chapel Hill 1979 — 1981
Master of Regional Planning, Real Estate, Housing and Economic Development
Northwestern University 1975 — 1979
B.A., Economics, Urban Studies
Vanessa Chin's Bear Stearns Experience October 2000 - April 2008
Job Roadshow Manager at CLSA
Industry Financial Services
Experience
CLSA February 2013 - Present
Cheuvreux October 2010 - February 2013
Corbin Capital Partners April 2008 - October 2010
Bear Stearns October 2000 - April 2008
Skills
Equities, Event Management, International Relations, Microsoft Office, Event Planning, PowerPoint, Outlook, Equity Research, Marketing Communications, Microsoft Excel, Lotus Notes, Microsoft Word
Education
New School University 2004 — 2006
MA, International Relations
College of Notre Dame of Maryland 1996 — 2000
BA, International Relations
CLSA February 2013 - Present
Cheuvreux October 2010 - February 2013
Corbin Capital Partners April 2008 - October 2010
Bear Stearns October 2000 - April 2008
Skills
Equities, Event Management, International Relations, Microsoft Office, Event Planning, PowerPoint, Outlook, Equity Research, Marketing Communications, Microsoft Excel, Lotus Notes, Microsoft Word
Education
New School University 2004 — 2006
MA, International Relations
College of Notre Dame of Maryland 1996 — 2000
BA, International Relations
Adam Sokoloff's Bear Stearns Experience June 1994 - June 2001
Job Managing Director, Global Head of Financia l Sponsors Gro up at Jefferies & Company
Industry Investment Banking
Experience
Jefferies LLC May 2002 - Present
Bear Stearns June 1994 - June 2001
Drexel Burnham Lambert August 1988 - March 1994
Skills
Investment Banking, Management, Capital Markets, Private Equity, Valuation, Equities, Hedge Funds, Financial Modeling, LBO, Corporate Finance, Venture Capital, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Finance & Marketing
University of Pennsylvania - The Wharton School 1981 — 1984
BS in Economics, Finance
Jefferies LLC May 2002 - Present
Bear Stearns June 1994 - June 2001
Drexel Burnham Lambert August 1988 - March 1994
Skills
Investment Banking, Management, Capital Markets, Private Equity, Valuation, Equities, Hedge Funds, Financial Modeling, LBO, Corporate Finance, Venture Capital, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Finance & Marketing
University of Pennsylvania - The Wharton School 1981 — 1984
BS in Economics, Finance
Boris Labinov's Bear Stearns Experience June 2001 - June 2003
Job Investment Banking Professional
Industry Investment Banking
Experience
[ March 2009 - Present
CIT Healthcare Investment Banking February 2005 - December 2008
Stifel Nicolaus July 2003 - February 2005
Bear Stearns June 2001 - June 2003
Education
Northwestern University 1997 — 2001
BA, Economics
[ March 2009 - Present
CIT Healthcare Investment Banking February 2005 - December 2008
Stifel Nicolaus July 2003 - February 2005
Bear Stearns June 2001 - June 2003
Education
Northwestern University 1997 — 2001
BA, Economics
Chris Deardurff's Bear Stearns Experience November 2006 - October 2007
Job
Industry Financial Services
Experience
Nationstar Mortgage September 2015 - Present
Nationstar Mortgage December 2013 - September 2015
Nationstar Mortgage February 2011 - December 2013
Saxon Mortgage March 2009 - February 2011
Saxon Mortgage February 2008 - February 2009
Bear Stearns November 2006 - October 2007
JP Morgan Chase July 2005 - September 2006
Skills
Credit, Financial Modeling, Analytics, SAS, SQL, Predictive Modeling, Business Intelligence, Financial Analysis, Statistical Modeling, Finance, Financial Risk, Strategy, Financial Services, Analysis
Education
Northwestern University 2013 — 2016
M.S., Predictive Analytics
Oklahoma State University 1999 — 2003
B.S., Finance with concentration on Risk Management
Nationstar Mortgage September 2015 - Present
Nationstar Mortgage December 2013 - September 2015
Nationstar Mortgage February 2011 - December 2013
Saxon Mortgage March 2009 - February 2011
Saxon Mortgage February 2008 - February 2009
Bear Stearns November 2006 - October 2007
JP Morgan Chase July 2005 - September 2006
Skills
Credit, Financial Modeling, Analytics, SAS, SQL, Predictive Modeling, Business Intelligence, Financial Analysis, Statistical Modeling, Finance, Financial Risk, Strategy, Financial Services, Analysis
Education
Northwestern University 2013 — 2016
M.S., Predictive Analytics
Oklahoma State University 1999 — 2003
B.S., Finance with concentration on Risk Management
Michael Winchell's Bear Stearns Experience 1989 - 1999
Job CoChief Investment Officer and Managing Member at Larkin Point Investment Advisors LLC
Industry Financial Services
Experience
Larkin Point Investment Advisors LLC June 2012 - Present
Mariner Investment Group July 2008 - March 2012
Bear Wagner Specialists 1999 - 2007
Hunter Partners 1999 - 2007
Bear Stearns 1989 - 1999
Education
North Carolina State University 1981 — 1982
Master of Arts (MA), Economics
University of North Carolina at Greensboro 1978 — 1980
Master of Arts (MA), English
Larkin Point Investment Advisors LLC June 2012 - Present
Mariner Investment Group July 2008 - March 2012
Bear Wagner Specialists 1999 - 2007
Hunter Partners 1999 - 2007
Bear Stearns 1989 - 1999
Education
North Carolina State University 1981 — 1982
Master of Arts (MA), Economics
University of North Carolina at Greensboro 1978 — 1980
Master of Arts (MA), English
Vlad Goncharuk's Bear Stearns Experience June 1996 - February 1997
Job Director, Info Mgmt at EmblemHealth
Industry Information Technology and Services
Experience
EmblemHealth May 2013 - Present
EmblemHealth November 2011 - April 2013
Morgan Stanley March 2011 - November 2011
Bank of America June 2010 - March 2011
JPMorgan December 2006 - June 2010
UBS March 2003 - December 2006
SIAC February 2002 - January 2003
Merrill Lynch August 1997 - January 2002
Lehman Brothers February 1997 - August 1997
Bear Stearns June 1996 - February 1997
Skills
Software Project..., Systems Analysis, Business Analysis, Data Warehousing, Strategic IT Management, Vendor Relationship..., Requirements Analysis, Team Building, Requirements Gathering, SDLC, Consulting, Data Modeling, ETL, Databases, SQL, DB2, COBOL, Mainframe, Oracle, Visio, Microsoft SQL Server
Education
Odessa State Polytechnic University 1986 — 1992
MS, Robotics
EmblemHealth May 2013 - Present
EmblemHealth November 2011 - April 2013
Morgan Stanley March 2011 - November 2011
Bank of America June 2010 - March 2011
JPMorgan December 2006 - June 2010
UBS March 2003 - December 2006
SIAC February 2002 - January 2003
Merrill Lynch August 1997 - January 2002
Lehman Brothers February 1997 - August 1997
Bear Stearns June 1996 - February 1997
Skills
Software Project..., Systems Analysis, Business Analysis, Data Warehousing, Strategic IT Management, Vendor Relationship..., Requirements Analysis, Team Building, Requirements Gathering, SDLC, Consulting, Data Modeling, ETL, Databases, SQL, DB2, COBOL, Mainframe, Oracle, Visio, Microsoft SQL Server
Education
Odessa State Polytechnic University 1986 — 1992
MS, Robotics
Allison Drilling's Bear Stearns Experience April 1991 - May 1996
Job Mortgage
Industry Financial Services
Experience
Eagle Lending Corp. 2006 - Present
Liberty Financial Mortgage Group February 2004 - May 2006
Bank of America January 2003 - January 2004
Federated Home Mortgage September 1998 - December 2003
Bear Stearns April 1991 - May 1996
First Union National Bank 1989 - April 1991
Skills
Office Management, Loans, Sales, Refinance, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, USDA, VA loans, FHA financing, Credit, Credit Analysis, Certified Mortgage..., Construction Loans, Underwriting, Government Loans, Human Resources, Receptionist Duties, Account Management, Pipeline Management, Bond Pricing, First Time Home Buyers
Education
North Carolina State University
Eagle Lending Corp. 2006 - Present
Liberty Financial Mortgage Group February 2004 - May 2006
Bank of America January 2003 - January 2004
Federated Home Mortgage September 1998 - December 2003
Bear Stearns April 1991 - May 1996
First Union National Bank 1989 - April 1991
Skills
Office Management, Loans, Sales, Refinance, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, USDA, VA loans, FHA financing, Credit, Credit Analysis, Certified Mortgage..., Construction Loans, Underwriting, Government Loans, Human Resources, Receptionist Duties, Account Management, Pipeline Management, Bond Pricing, First Time Home Buyers
Education
North Carolina State University
Wendy De Monchaux's Bear Stearns Experience 1993 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Home 2008 - Present
Bear Stearns 1993 - 2008
Bear Stearns International 1993 - 2005
Drexel Burnham Lambert 1986 - 1990
Skills
Fixed Income, Hedge Funds
Education
Northwestern University 1978 — 1981
Bachelor of Arts (B.A.)
Mound Westonka
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.)
Home 2008 - Present
Bear Stearns 1993 - 2008
Bear Stearns International 1993 - 2005
Drexel Burnham Lambert 1986 - 1990
Skills
Fixed Income, Hedge Funds
Education
Northwestern University 1978 — 1981
Bachelor of Arts (B.A.)
Mound Westonka
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.)
Telly Zachariades's Bear Stearns Experience 2000 - 2007
Job Partner at The Valence Group
Industry Investment Banking
Experience
The Valence Group LLC December 2007 - Present
The Valence Group December 2007 - Present
Bear Stearns 2000 - 2007
The Chase Manhattan Bank 1983 - 2000
Skills
Private Equity, Mergers, Corporate Finance, Investment Banking, Valuation
Education
Newcastle University 1976 — 1980
MSc, Naval Architecture
Westminster School, London 1973 — 1976
The Valence Group LLC December 2007 - Present
The Valence Group December 2007 - Present
Bear Stearns 2000 - 2007
The Chase Manhattan Bank 1983 - 2000
Skills
Private Equity, Mergers, Corporate Finance, Investment Banking, Valuation
Education
Newcastle University 1976 — 1980
MSc, Naval Architecture
Westminster School, London 1973 — 1976
Daniel Taub's Bear Stearns Experience March 1987 - June 2008
Job General Counsel & CCO at Scoggin Capital Management
Industry Investment Management
Experience
Scoggin Capital Management June 2009 - Present
JP Morgan Chase June 2008 - March 2009
Bear Stearns March 1987 - June 2008
Citicorp 1983 - 1987
office of Attorney General New York 1981 - 1983
Skills
Securities, Hedge Funds, Securities Regulation, FINRA, Alternative Investments, Capital Markets, Prime Brokerage, Series 63, Financial Regulation, Trading, Equities, Due Diligence, Investment Advisory, Corporate Governance, Bonds, Private Equity, Options, Private Placements, KYC, Asset Management, AML, Financial Services, Corporate Law, USA PATRIOT Act, Series 7, Structured Products, Fixed Income, Broker-Dealer, Financial Markets, Securities Lending, Series 24, Derivatives, Investments, Joint Ventures, SEC, Securities Litigation, Mutual Funds, Dodd-Frank, Fund Of Funds, Structured Finance, Investment Management, Investment Advisers Act, FCPA, Securitization, OFAC, Investment Company Act, Banking Law, ISDA, Cross-border..., Investment Banking
Education
New York University School of Law 1973 — 1976
JD, Law
Washington University in St. Louis 1969 — 1973
BA, History
Ardsley High School 1967 — 1969
Scoggin Capital Management June 2009 - Present
JP Morgan Chase June 2008 - March 2009
Bear Stearns March 1987 - June 2008
Citicorp 1983 - 1987
office of Attorney General New York 1981 - 1983
Skills
Securities, Hedge Funds, Securities Regulation, FINRA, Alternative Investments, Capital Markets, Prime Brokerage, Series 63, Financial Regulation, Trading, Equities, Due Diligence, Investment Advisory, Corporate Governance, Bonds, Private Equity, Options, Private Placements, KYC, Asset Management, AML, Financial Services, Corporate Law, USA PATRIOT Act, Series 7, Structured Products, Fixed Income, Broker-Dealer, Financial Markets, Securities Lending, Series 24, Derivatives, Investments, Joint Ventures, SEC, Securities Litigation, Mutual Funds, Dodd-Frank, Fund Of Funds, Structured Finance, Investment Management, Investment Advisers Act, FCPA, Securitization, OFAC, Investment Company Act, Banking Law, ISDA, Cross-border..., Investment Banking
Education
New York University School of Law 1973 — 1976
JD, Law
Washington University in St. Louis 1969 — 1973
BA, History
Ardsley High School 1967 — 1969
Ian Norton's Bear Stearns Experience 1998 - 2000
Job Brand Manager at DPSG
Industry Marketing and Advertising
Experience
Dr Pepper Snapple Group 2005 - Present
Merisant 2003 - 2005
HJ Heinz 2002 - 2003
Bear Stearns 1998 - 2000
Banc of America Securities 1996 - 1998
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Marketing and Strategy
Texas A&M University 1992 — 1996
BBA, Finance
Dr Pepper Snapple Group 2005 - Present
Merisant 2003 - 2005
HJ Heinz 2002 - 2003
Bear Stearns 1998 - 2000
Banc of America Securities 1996 - 1998
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Marketing and Strategy
Texas A&M University 1992 — 1996
BBA, Finance
Donna Simonetti's Bear Stearns Experience July 2006 - June 2008
Job Retired/Consultant
Industry Financial Services
Experience
JP Morgan June 2008 - May 2015
Bear Stearns July 2006 - June 2008
First Albany Capital February 1981 - July 2006
Fidelity Management & Research Company September 1971 - October 1989
Education
Northeastern University 1972 — 1975
Master of Business Administration (M.B.A.), Finance, General
University at Albany, SUNY 1967 — 1971
Bachelor’s Degree, Business Administration
JP Morgan June 2008 - May 2015
Bear Stearns July 2006 - June 2008
First Albany Capital February 1981 - July 2006
Fidelity Management & Research Company September 1971 - October 1989
Education
Northeastern University 1972 — 1975
Master of Business Administration (M.B.A.), Finance, General
University at Albany, SUNY 1967 — 1971
Bachelor’s Degree, Business Administration
Reid Taradash's Bear Stearns Experience August 2007 - May 2008
Job Vice President at Stone Key Partners LLC
Industry Investment Banking
Experience
Stone Key Partners LLC June 2008 - Present
Bear Stearns August 2007 - May 2008
3G Capital August 2006 - July 2007
UBS Investment Bank September 2003 - August 2006
Education
Northwestern University 1999 — 2003
BA, MMSS (Applied Math), Economics, and History
Stone Key Partners LLC June 2008 - Present
Bear Stearns August 2007 - May 2008
3G Capital August 2006 - July 2007
UBS Investment Bank September 2003 - August 2006
Education
Northwestern University 1999 — 2003
BA, MMSS (Applied Math), Economics, and History
Jeff Swhier's Bear Stearns Experience July 2007 - April 2008
Job Manager at H. A. Langer and Associates
Industry Real Estate
Experience
H. A. Langer and Associates June 2011 - Present
Bear Stearns July 2007 - April 2008
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
Northwestern University 2004 — 2007
B.A., Economics, Mathematics
H. A. Langer and Associates June 2011 - Present
Bear Stearns July 2007 - April 2008
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
Northwestern University 2004 — 2007
B.A., Economics, Mathematics
Leon Gilkes's Bear Stearns Experience 1998 - 2000
Job Senior Data and Voice Engineer
Industry Investment Banking
Experience
Goldman Sachs August 2006 - Present
Banc of America Securities 2003 - 2006
Shearman & Sterling LLP 2002 - 2005
Morgan Stanley June 2001 - 2003
Global Crossing January 2001 - October 2001
Bear Stearns 1998 - 2000
Education
New York University - Polytechnic School of Engineering 1994 — 1997
B.S, Electrical Engineering
Goldman Sachs August 2006 - Present
Banc of America Securities 2003 - 2006
Shearman & Sterling LLP 2002 - 2005
Morgan Stanley June 2001 - 2003
Global Crossing January 2001 - October 2001
Bear Stearns 1998 - 2000
Education
New York University - Polytechnic School of Engineering 1994 — 1997
B.S, Electrical Engineering
Pyzynski, Lisa's Bear Stearns Experience May 1996 - August 2000
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
Credit Suisse August 2000 - March 2003
Bear, Stearns May 1996 - August 2000
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Valuation, Financial Modeling, Client Services
Education
Northeastern University Boston 2003 — 2003
Professional Certificate, Paralegal Studies
University of Massachusetts-Amherst 1979 — 1984
BA, Political Science and French
Merrill Lynch January 2005 - Present
Credit Suisse August 2000 - March 2003
Bear, Stearns May 1996 - August 2000
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Valuation, Financial Modeling, Client Services
Education
Northeastern University Boston 2003 — 2003
Professional Certificate, Paralegal Studies
University of Massachusetts-Amherst 1979 — 1984
BA, Political Science and French
Christopher McGovern's Bear Stearns Experience March 2005 - June 2008
Job Of Counsel at Ashurst
Industry Financial Services
Experience
Ashurst May 2012 - Present
Thomson Reuters November 2010 - May 2012
J.P. Morgan June 2008 - July 2009
Bear Stearns March 2005 - June 2008
Orrick, Herrington & Sutcliffe LLP July 2003 - March 2005
Sidley Austin June 1999 - July 2003
First Union National Bank July 1998 - June 1999
Bechtel July 1990 - July 1994
Skills
Capital Markets, Due Diligence, Securitization, Financial Structuring, Hedge Funds, Structured Finance, Private Equity, Corporate Law, Mergers & Acquisitions, Storytelling, Securities, Valuation
Education
NYU School of Law 1997 — 1998
LL.M., Tax Law
University of California, Davis - School of Law 1994 — 1997
J.D., Law
University of California, Berkeley 1986 — 1990
B.S., Chemical Engineering
Ashurst May 2012 - Present
Thomson Reuters November 2010 - May 2012
J.P. Morgan June 2008 - July 2009
Bear Stearns March 2005 - June 2008
Orrick, Herrington & Sutcliffe LLP July 2003 - March 2005
Sidley Austin June 1999 - July 2003
First Union National Bank July 1998 - June 1999
Bechtel July 1990 - July 1994
Skills
Capital Markets, Due Diligence, Securitization, Financial Structuring, Hedge Funds, Structured Finance, Private Equity, Corporate Law, Mergers & Acquisitions, Storytelling, Securities, Valuation
Education
NYU School of Law 1997 — 1998
LL.M., Tax Law
University of California, Davis - School of Law 1994 — 1997
J.D., Law
University of California, Berkeley 1986 — 1990
B.S., Chemical Engineering
Robert Kantor's Bear Stearns Experience June 2005 - June 2008
Job Derivative Trader | Risk Manager | Head Trader | Operations Management
Industry Financial Services
Experience
FBR March 2010 - February 2015
Bay Crest Partners January 2009 - December 2009
Wilmot Advisors July 2008 - January 2009
Bear Stearns June 2005 - June 2008
KBC Financial Products July 2000 - October 2004
BNP Paribas April 2000 - July 2000
UBS Investment Bank June 1998 - June 1999
UBS Investment Bank June 1991 - May 1998
UBS Investment Bank June 1990 - September 1991
Sterling Commodities March 1988 - June 1990
Skills
Trading Strategies, Swaps, Corporate Finance, Hedge Funds, Financial Markets, Equity Trading, Trading, Hedging, Electronic Trading, Bloomberg, Options, Capital Markets, Commodity, Risk Management, Financial Risk, Trading Systems, Volatility, Derivatives, Portfolio Management, Equities, Fixed Income, Proprietary Trading, Currency, Financial Structuring, ETFs, Structured Finance, Finance, Market Making
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and International Business
Northwestern University 1983 — 1987
BA, Economics
FBR March 2010 - February 2015
Bay Crest Partners January 2009 - December 2009
Wilmot Advisors July 2008 - January 2009
Bear Stearns June 2005 - June 2008
KBC Financial Products July 2000 - October 2004
BNP Paribas April 2000 - July 2000
UBS Investment Bank June 1998 - June 1999
UBS Investment Bank June 1991 - May 1998
UBS Investment Bank June 1990 - September 1991
Sterling Commodities March 1988 - June 1990
Skills
Trading Strategies, Swaps, Corporate Finance, Hedge Funds, Financial Markets, Equity Trading, Trading, Hedging, Electronic Trading, Bloomberg, Options, Capital Markets, Commodity, Risk Management, Financial Risk, Trading Systems, Volatility, Derivatives, Portfolio Management, Equities, Fixed Income, Proprietary Trading, Currency, Financial Structuring, ETFs, Structured Finance, Finance, Market Making
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and International Business
Northwestern University 1983 — 1987
BA, Economics
rory gage's Bear Stearns Experience March 1999 - May 2000
Job Banking Professional
Industry Banking
Experience
Deutsche Bank Securities May 2005 - April 2010
J.P. Morgan May 2000 - May 2005
Bear Stearns March 1999 - May 2000
Education
Northeastern University 1993 — 1998
B.S., finance & economics
Deutsche Bank Securities May 2005 - April 2010
J.P. Morgan May 2000 - May 2005
Bear Stearns March 1999 - May 2000
Education
Northeastern University 1993 — 1998
B.S., finance & economics
Alexis Hamm's Bear Stearns Experience 1997 - 2002
Job Department Manager
Industry Consumer Services
Experience
Pawlosophy, LLC 2010 - Present
Rush University Medical Center June 2011 - July 2012
Natura Pet 2009 - June 2011
Heaven Sent Pet Care 2008 - 2010
Peace Corps 2007 - 2008
AB Financial LLC 2003 - 2007
Kovell Caldwell LLC 2002 - 2003
Bear Stearns 1997 - 2002
ABN AMRO Commercial Finance GmbH 1996 - 1997
Skills
Customer Service, Strategic Planning, Sales, Microsoft Word, Marketing Communications, Leadership, Management, Public Speaking, Coaching, Business Development, Research, Community Outreach, Project Management, Team Building, Fundraising, Non-profits, PowerPoint, Social Media, Marketing, Business Strategy, Team Management, Operations Management, Microsoft Office, Healthcare, Event Planning, Budgets, New Business Development, Outlook, Small Business, Retail, Inventory Management, Account Management, Social Media Marketing, Advertising, Training, Microsoft Excel
Education
Northeastern Illinois University 2000 — 2005
Geography & Environmental Studies, Phyiscal Anthropology and G&E.S.
Pawlosophy, LLC 2010 - Present
Rush University Medical Center June 2011 - July 2012
Natura Pet 2009 - June 2011
Heaven Sent Pet Care 2008 - 2010
Peace Corps 2007 - 2008
AB Financial LLC 2003 - 2007
Kovell Caldwell LLC 2002 - 2003
Bear Stearns 1997 - 2002
ABN AMRO Commercial Finance GmbH 1996 - 1997
Skills
Customer Service, Strategic Planning, Sales, Microsoft Word, Marketing Communications, Leadership, Management, Public Speaking, Coaching, Business Development, Research, Community Outreach, Project Management, Team Building, Fundraising, Non-profits, PowerPoint, Social Media, Marketing, Business Strategy, Team Management, Operations Management, Microsoft Office, Healthcare, Event Planning, Budgets, New Business Development, Outlook, Small Business, Retail, Inventory Management, Account Management, Social Media Marketing, Advertising, Training, Microsoft Excel
Education
Northeastern Illinois University 2000 — 2005
Geography & Environmental Studies, Phyiscal Anthropology and G&E.S.
Todd S. Lechtenberger's Bear Stearns Experience 1994 - 1996
Job Chief Executive Officer at First Med Urgent Care, LLC
Industry Hospital & Health Care
Experience
First Med Urgent Care January 2011 - Present
The Bodard Trust March 2009 - December 2010
Harvey Investments FLP 2003 - 2009
TSL Value Fund LP 1999 - 2003
Wexford Capital 1996 - 1999
Bear Stearns 1994 - 1996
Education
Oklahoma State University 1990 — 1994
Accounting
First Med Urgent Care January 2011 - Present
The Bodard Trust March 2009 - December 2010
Harvey Investments FLP 2003 - 2009
TSL Value Fund LP 1999 - 2003
Wexford Capital 1996 - 1999
Bear Stearns 1994 - 1996
Education
Oklahoma State University 1990 — 1994
Accounting
Chandler Robinson's Bear Stearns Experience 2006 - 2007
Job CEO at Monopar Therapeutics
Industry Biotechnology
Experience
Monopar Therapeutics 2015 - Present
Tactic Pharmaceuticals 2010 - Present
Cambridge Judge Business School 2009 - 2010
Onyx Pharmaceuticals 2008 - 2008
Bear Stearns 2006 - 2007
Skills
Lifesciences, Biotechnology, Strategy, Business Strategy, Venture Capital, Entrepreneurship, Start-ups, Competitive Analysis, Pharmaceutical Industry, Life Sciences, Research, Business Development, Market Research, Management Consulting, Data Analysis, Financial Modeling
Education
University of Cambridge 2009 — 2010
MBA
Northwestern University
BA
Stanford University
Doctor of Medicine (MD)
The London School of Economics and Political Science (LSE)
MSc, International Health Economics and Health Policy
Monopar Therapeutics 2015 - Present
Tactic Pharmaceuticals 2010 - Present
Cambridge Judge Business School 2009 - 2010
Onyx Pharmaceuticals 2008 - 2008
Bear Stearns 2006 - 2007
Skills
Lifesciences, Biotechnology, Strategy, Business Strategy, Venture Capital, Entrepreneurship, Start-ups, Competitive Analysis, Pharmaceutical Industry, Life Sciences, Research, Business Development, Market Research, Management Consulting, Data Analysis, Financial Modeling
Education
University of Cambridge 2009 — 2010
MBA
Northwestern University
BA
Stanford University
Doctor of Medicine (MD)
The London School of Economics and Political Science (LSE)
MSc, International Health Economics and Health Policy
Edward Iuteri's Bear Stearns Experience 1999 - 2000
Job Senior Director Capital Markets/Associate General Counsel at Capital One
Industry
Experience
Capital One February 2014 - Present
The Royal Bank of Scotland plc February 2006 - February 2014
Command Financial Press 2003 - 2006
Gen Re Financial Products 2000 - 2003
Bear Stearns 1999 - 2000
Bankers Trust Company/Deutsche Bank 1996 - 1999
Bankers Trust 1996 - 1999
Sealed Air Corporation February 1996 - July 1996
TIG Holdings 1994 - 1995
Reid & Priest 1990 - 1994
Skills
Derivatives, Securitization, FX Options, ISDA, Commodity, Structured Products, Corporate Law, Project Finance, Structured Finance, Due Diligence
Education
New York University School of Law 1986 — 1989
JD
Yale University 1984 — 1986
BA, economics
Trinity College-Hartford 1981 — 1983
Capital One February 2014 - Present
The Royal Bank of Scotland plc February 2006 - February 2014
Command Financial Press 2003 - 2006
Gen Re Financial Products 2000 - 2003
Bear Stearns 1999 - 2000
Bankers Trust Company/Deutsche Bank 1996 - 1999
Bankers Trust 1996 - 1999
Sealed Air Corporation February 1996 - July 1996
TIG Holdings 1994 - 1995
Reid & Priest 1990 - 1994
Skills
Derivatives, Securitization, FX Options, ISDA, Commodity, Structured Products, Corporate Law, Project Finance, Structured Finance, Due Diligence
Education
New York University School of Law 1986 — 1989
JD
Yale University 1984 — 1986
BA, economics
Trinity College-Hartford 1981 — 1983
Arnold Akong's Bear Stearns Experience November 1998 - July 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
JPMorgan Chase July 2008 - December 2008
Bear Stearns November 1998 - July 2008
Chase Manhattan Corporation September 1981 - October 1998
Skills
Disaster Recovery
Education
New York University - Polytechnic School of Engineering
Management Information Systems
JPMorgan Chase July 2008 - December 2008
Bear Stearns November 1998 - July 2008
Chase Manhattan Corporation September 1981 - October 1998
Skills
Disaster Recovery
Education
New York University - Polytechnic School of Engineering
Management Information Systems
Jon(JJ) Jensen's Bear Stearns Experience September 2002 - June 2008
Job The Buckingham Research Group
Industry Financial Services
Experience
The Buckingham Research Group January 2014 - Present
Home July 2013 - December 2013
Macquarie Group January 2012 - July 2013
FBR 2008 - 2011
bear stearns September 2002 - June 2008
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Securities, Investments, Asset Management, Bloomberg, Equity Research, Investment Banking, Valuation, Series 7, Derivatives, Alternative Investments, Series 63, Financial Modeling, Equity Derivatives, FINRA, Investment Strategies
Education
Northeastern University 1984 — 1996
Bachelor of Science, Business/Finance
Thayer Academy 1975 — 1982
High school diploma
The Buckingham Research Group January 2014 - Present
Home July 2013 - December 2013
Macquarie Group January 2012 - July 2013
FBR 2008 - 2011
bear stearns September 2002 - June 2008
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Securities, Investments, Asset Management, Bloomberg, Equity Research, Investment Banking, Valuation, Series 7, Derivatives, Alternative Investments, Series 63, Financial Modeling, Equity Derivatives, FINRA, Investment Strategies
Education
Northeastern University 1984 — 1996
Bachelor of Science, Business/Finance
Thayer Academy 1975 — 1982
High school diploma
Sue Cozat's Bear Stearns Experience May 2007 - April 2008
Job Trader at Mercuria
Industry Oil & Energy
Experience
Mercuria Energy America, Inc October 2014 - Present
J.P. Morgan April 2008 - October 2014
Bear Stearns May 2007 - April 2008
Sequent Energy Management December 2002 - May 2007
Reliant Energy May 1996 - December 2002
Coastal July 1994 - May 1996
Midland Cogeneration Venture September 1988 - July 1994
Sun Oil March 1983 - May 1988
Skills
Hedging, Energy Markets, Commodity, Natural Gas, Commodity Markets, Energy, Gas, Derivatives, Trading, Energy Industry
Education
Northwood University 1989 — 1994
Business, Business Management/economics
Mercuria Energy America, Inc October 2014 - Present
J.P. Morgan April 2008 - October 2014
Bear Stearns May 2007 - April 2008
Sequent Energy Management December 2002 - May 2007
Reliant Energy May 1996 - December 2002
Coastal July 1994 - May 1996
Midland Cogeneration Venture September 1988 - July 1994
Sun Oil March 1983 - May 1988
Skills
Hedging, Energy Markets, Commodity, Natural Gas, Commodity Markets, Energy, Gas, Derivatives, Trading, Energy Industry
Education
Northwood University 1989 — 1994
Business, Business Management/economics
Rob Cherella's Bear Stearns Experience March 1991 - September 1993
Job Major Accts at Xerox
Industry Printing
Experience
Xerox January 2007 - Present
Retail/Consumer Goods Industry May 2004 - December 2006
Scene7 May 1999 - May 2004
Xerox August 2001 - April 2004
TrueSpectra, Inc December 1999 - August 2001
Federated Department Stores, Fortunoff, Blockbuster, LLBean January 1999 - January 2000
ComputersAmerica, Inc September 1997 - December 1999
Cable & Wireless, Inc October 1996 - August 1997
The Maine Connection October 1993 - October 1996
Bear Stearns March 1991 - September 1993
Education
Northeastern University
Bachelor of Arts, Criminal Law
Xerox January 2007 - Present
Retail/Consumer Goods Industry May 2004 - December 2006
Scene7 May 1999 - May 2004
Xerox August 2001 - April 2004
TrueSpectra, Inc December 1999 - August 2001
Federated Department Stores, Fortunoff, Blockbuster, LLBean January 1999 - January 2000
ComputersAmerica, Inc September 1997 - December 1999
Cable & Wireless, Inc October 1996 - August 1997
The Maine Connection October 1993 - October 1996
Bear Stearns March 1991 - September 1993
Education
Northeastern University
Bachelor of Arts, Criminal Law
Yun Seung Paek's Bear Stearns Experience February 2000 - June 2003
Job Programmer Specialist Senior (Consultant)
Industry Computer Software
Experience
AIG February 2015 - Present
Bank of America Merrill Lynch / Princeton Information July 2013 - November 2014
Associated Press June 2003 - 2013
Bear Stearns February 2000 - June 2003
Mergent Inc. (former FIS of Moody’s Investors Service) August 1998 - February 2000
Moody's Investors Service February 1996 - August 1998
ARvee Systems July 1994 - February 1996
Skills
C#, XML, Cloud Computing, .Net, SQL, Microsoft SQL Server, XSLT, PowerShell, WCF, BizTalk, C++, WPF, ASP.NET, C, Sybase, IBM WebSphere, Perl, .NET, Scrum, Software Development, Software Engineering, Agile Methodologies, Powershell, Websphere, Multithreading, Databases, Solaris, LINQ, Design Patterns, Programming, HTML, Object Oriented Design, SOA, Web Services
Education
Polytechnic University 1990 — 1994
Bachelor of Science (BS), Computer Science
AIG February 2015 - Present
Bank of America Merrill Lynch / Princeton Information July 2013 - November 2014
Associated Press June 2003 - 2013
Bear Stearns February 2000 - June 2003
Mergent Inc. (former FIS of Moody’s Investors Service) August 1998 - February 2000
Moody's Investors Service February 1996 - August 1998
ARvee Systems July 1994 - February 1996
Skills
C#, XML, Cloud Computing, .Net, SQL, Microsoft SQL Server, XSLT, PowerShell, WCF, BizTalk, C++, WPF, ASP.NET, C, Sybase, IBM WebSphere, Perl, .NET, Scrum, Software Development, Software Engineering, Agile Methodologies, Powershell, Websphere, Multithreading, Databases, Solaris, LINQ, Design Patterns, Programming, HTML, Object Oriented Design, SOA, Web Services
Education
Polytechnic University 1990 — 1994
Bachelor of Science (BS), Computer Science
Lisa Pyzynski's Bear Stearns Experience May 1996 - August 2000
Job Senior Registered Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
KeyBank August 2003 - January 2005
Credit Suisse August 2000 - March 2003
Bear, Stearns May 1996 - August 2000
Skills
Series 7, Series 65, CSNA, Series 63, Uniform Combined State..., FINRA, Securities, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Retirement, Investment Advisory, Fixed Annuities, Series 24, Investments, Alternative Investments, Wealth Management..., Investment Strategies, Bonds, 401k, Financial Advisory
Education
Northeastern University 2003 — 2003
Professional Certificate, Paralegal
University of Massachusetts-Amherst
Bachelor of Arts (BA), Political Science and French
Merrill Lynch January 2005 - Present
KeyBank August 2003 - January 2005
Credit Suisse August 2000 - March 2003
Bear, Stearns May 1996 - August 2000
Skills
Series 7, Series 65, CSNA, Series 63, Uniform Combined State..., FINRA, Securities, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Retirement, Investment Advisory, Fixed Annuities, Series 24, Investments, Alternative Investments, Wealth Management..., Investment Strategies, Bonds, 401k, Financial Advisory
Education
Northeastern University 2003 — 2003
Professional Certificate, Paralegal
University of Massachusetts-Amherst
Bachelor of Arts (BA), Political Science and French
Stephen Winer's Bear Stearns Experience 2003 - 2008
Job Executive Director/Assistant General Counsel at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2008 - Present
Bear Stearns 2003 - 2008
Prudential Securities Incorporated 2000 - 2003
A I M Management Group Inc. 1993 - 2000
Dorsey & Whitney LLP 1990 - 1993
Skills
Securities, Mutual Funds, Financial Services, Internet, Private Equity, Series 7, Capital Markets, Hedge Funds, Investment Banking, Wealth Management, Prime Brokerage, FINRA, Mergers & Acquisitions, Derivatives, Asset Management, Corporate Governance, Securities Regulation, Investments
Education
Northwestern University School of Law 1987 — 1990
Juris Doctor (J.D.), Cum Laude, Law
University of Minnesota-Twin Cities 1982 — 1987
Bachelor of Arts (B.A.), Summa Cum Laude, Political Science and Government
J.P. Morgan March 2008 - Present
Bear Stearns 2003 - 2008
Prudential Securities Incorporated 2000 - 2003
A I M Management Group Inc. 1993 - 2000
Dorsey & Whitney LLP 1990 - 1993
Skills
Securities, Mutual Funds, Financial Services, Internet, Private Equity, Series 7, Capital Markets, Hedge Funds, Investment Banking, Wealth Management, Prime Brokerage, FINRA, Mergers & Acquisitions, Derivatives, Asset Management, Corporate Governance, Securities Regulation, Investments
Education
Northwestern University School of Law 1987 — 1990
Juris Doctor (J.D.), Cum Laude, Law
University of Minnesota-Twin Cities 1982 — 1987
Bachelor of Arts (B.A.), Summa Cum Laude, Political Science and Government
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS