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
StaffingForce May 2014 - Present
ZENCOM January 2013 - Present
Apple 2011 - 2013
Carnival Cruise Lines October 2009 - November 2011
CompuCom February 2006 - April 2008
Bear Stearns January 2004 - January 2005
Unisys January 2002 - December 2003
Skills
Leadership, Training, Human Resources, Coaching, Customer Service, Management, Microsoft Office, Employee Relations, Talent Acquisition, Interviews, Sourcing, Recruiting, Technical Support, Entrepreneurship, MCSA, CompTIA A+, CompTIA Network+, Sales, Computer Hardware, Media Technology, Website Development
Education
Queens College 2000 — 2004
Bachelor's Degree, Computer Science
InterAmerican University
Computer and Information Sciences, General
Scotiabank March 2014 - October 2014
BNP Paribas September 2006 - March 2014
Bear Stearns September 2004 - September 2006
BNP Paribas January 2003 - September 2004
ERisk October 2000 - January 2003
Skills
Fixed Income, Investment Banking, Capital Markets, Banking, Derivatives, Equities, Portfolio Management, Structured Finance, Hedge Funds, Structured Products, Credit, Credit Risk, Financial Markets, Risk Management, Credit Analysis, Equity Derivatives, Asset Management, Securities, Corporate Finance, FX Options, Options
Education
Princeton University 1996 — 2000
Bachelor of Arts (B.A.), Philosophy
Morgan Stanley October 2014 - Present
Bank of America Merrill Lynch October 2012 - October 2014
Bank of America Merrill Lynch January 2011 - October 2012
Bank of America Merrill Lynch January 2009 - December 2010
Merrill Lynch March 2008 - December 2008
Merrill Lynch January 2006 - December 2008
Bear Stearns June 2004 - August 2004
Skills
Derivatives, Fixed Income, Interest Rate..., Options, Trading, Financial Modeling, Equity Derivatives, Strategy, Hedge Funds, Structured Products, Currency, Rates, Banking, Bloomberg, Equities, Swaps, Finance, Capital Markets
Education
Penn State University 2002 — 2005
B.S., Economics with Honors and Distinction
Advanced Screenworks, LLC 2010 - Present
Garnet Advisors LLC March 2001 - Present
Independent Investment Advisor March 1998 - February 2001
Bear Stearns March 1993 - February 1997
Independent Investment Advisor March 1988 - February 1993
Morgan Stanley September 1983 - February 1988
Skills
Investments, Management Consulting, Business Planning, Team Building, Leadership Development, Research, Public Speaking, Financial Analysis, PowerPoint, Business Strategy, Project Planning, Due Diligence, Accounting, Asset Managment, Contract Management, Program Management, Mergers, Analysis, Marketing, Team Leadership, Product Development, Product Management, Market Making, Forecasting, Fundraising, Proprietary Trading, Arbitrage
Education
Princeton University 1979 — 1983
BA, Economics - Magna Cum Laude
Queens College, Guyana 1971 — 1978
High School, Guyana Scholar, Univ of London GCE "A" Levels
Morgan Stanley October 2013 - Present
Morgan Stanley August 2011 - September 2013
Barclays Capital August 2008 - August 2011
Bear Stearns June 2001 - August 2008
Merrill Lynch May 1999 - April 2001
Lehman Brothers July 1997 - March 1999
Skills
SharePoint, SDLC, Software Project..., Access, Windows 7, Java, Software Documentation, SQL, Troubleshooting, Photoshop, MapInfo, Corel, Adobe Creative Suite, Flash, JavaScript, XML, HTML 5, ActionScript, Captivate, Illustrator, Trading Systems, Business Analysis, Equities, Investment Banking, Management, Disaster Recovery, Quality Assurance, Vendor Management, Change Management, Training, Quality Center, Visio, Sybase
Education
Master of Science (M.S.), Information Technology 2011 — 2013
Master of Science (M.S.), Software Development
City University of New York-Queens College 2000 — 2002
Bachelor of Science (B.S.), Computer Science
Saint John's University 1991 — 1995
Bachelor of Science (B.S.), Biology
George W. Wingate 1988 — 1991
HS Diploma with Honors, Mathematics/Biology
Banyan Tree Asset Management LLC September 2013 - Present
Bel Air Investment Advisors 1998 - June 2013
Bear Stearns 1990 - 1998
Drexel Burnham Lambert 1988 - 1990
Skills
Asset Allocation, Bloomberg, Fixed Income, Investment Advisory, Asset Managment, Investments, Series 7, Valuation, High Yield, Portfolio Management, Trading, Equities, Investment Management, Alternative Investments, Hedge Funds
Education
Pepperdine University
BS, Business Administration
Nomura Securities 2010 - Present
JP Morgan 2008 - 2010
Bear Stearns May 1994 - May 2008
Kidder, Peabody & Co. Inc July 1985 - May 1994
Skills
Accounting, Analysis, Asset Management, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, Equities, Finance, Financial Analysis, Financial Reporting, Fixed Income, General Ledger, Forecasting, Hedge Funds, Investment Banking, Investments, Leadership, Management, Mergers, Mergers & Acquisitions, Portfolio Management, Private Equity, Project Planning, Relationship Management, Risk Management, Strategic Financial..., Strategic Planning, Strategy, Team Management, Training, Valuation, Executive Management, Financial Services, Derivatives, Securities
Education
City University of New York-Queens College 1982 — 1986
Bachelor of Arts (BA), Accounting
Fiorello H LaGuardia HS of Music and Art 1979 — 1982
UBS January 2011 - Present
UBS February 2009 - January 2011
UBS July 2007 - January 2009
Bear Stearns 2006 - 2006
Skills
Asset Allocation, Strategic invest, Investment Strategies, Equities, Fixed Income, Portfolio Management, Tactical Asset..., Client Relations Skills, Series 7, Quantitative Analytics, Bloomberg, Mutual Funds, Research, Capital Markets, Financial Advisory, Hedge Funds, Strategy, Alternative Investments, Investments, Equity Research
Education
Penn State University 2003 — 2007
B.S., Finance, International Business, Spanish, 3.9/4.0
Weil, Gotshal & Manges LLP November 2012 - Present
Davis Polk & Wardwell LLP September 2010 - October 2012
Independent Consultant May 2009 - August 2010
DLA Piper LLP January 2007 - April 2009
Bear Stearns October 2006 - December 2006
White & Case LLP February 2005 - August 2006
Thomas Publishing Company July 2003 - December 2004
Dow Jones January 1998 - July 2003
Skills
Creative Direction, Marketing Strategy, Adobe Creative Suite, InDesign, Graphic Design, Digital Media, Brand Development, Integrated Marketing, Branding & Identity, Email Marketing, Strategic Planning, Marketing, Corporate Branding, Strategy, Blogging, Project Management, Creative Strategy, Corporate Identity, Business Development, Management, Brand Management, Leadership, Advertising, Product Development, Social Media Marketing, Digital Marketing, Direct Marketing
Education
Pratt Institute 2006 — 2008
MPS, Design Management
Pratt Institute 1993 — 1998
BFA, Communications Design
ED&F Man March 2015 - Present
Bloomberg March 2010 - September 2014
Morgan Stanley August 2004 - March 2009
Bear Stearns January 2002 - August 2004
Skills
Derivatives, Electronic Trading, Fixed Income, FX Options, FX Swaps, FX Spot, NDF, Futures Trading, Currency Futures, Credit Derivatives, Bloomberg, Capital Markets, Financial Markets, Options, Swaps, Equity Derivatives, Equities, Trading, Hedge Funds, Investment Banking
Education
Queens College
Bachelor's Degree, Economics
Spirit Airlines May 2010 - Present
SunGard July 2012 - December 2012
Atlas Air May 2008 - April 2010
Nomura April 2005 - April 2008
Wachovia Securities Financial Network June 2004 - April 2005
UBS Investment Bank May 2003 - June 2004
United Nations October 2001 - April 2003
Bear Stearns April 1999 - September 2001
Skills
Citrix, Citrix Metaframe, Oracle, Oracle Enterprise..., SQL, Active Directory, Microsoft Technologies, Microsoft Exchange, IBM AS/400, Dell PowerVault, Dell OpenManage, Dell PowerEdge Servers, EdgeSight, Blackberry Enterprise..., Microsoft Cluster, High Availability..., IIS, Solarwinds, Orion, WSUS, Symantec Endpoint..., IBM Tivoli, Sabre, AIMSweb, Airline Reservations, Disaster Recovery, Disaster Risk Reduction, BMC Remedy, Help Desk Support, OTRS, Project Management, Vendor Management, VMware, DNS, Firewalls, XP, ITIL, System Administration, Windows Server, Databases, Microsoft SQL Server, Technical Support, Software Documentation, Operating Systems, Troubleshooting, Servers, Networking, Windows XP, DHCP, Integration
Education
Pontificia Universidad Católica Madre y Maestra 1989 — 1996
Bachelor's degree, Computer Science
Citrix 2010 — 2010
Certificate, Citrix XenApp 6.0
Oracle University 2010 — 2010
Certificate, Oracle 11g
New Horizons 2011 — 2011
Certicate, Windows 2008 Active Directory Management
CNSNews.com February 2012 - October 2013
Erste Group Bank AG May 2010 - July 2010
Fortis Bank July 2008 - June 2010
Bear Stearns July 2005 - November 2007
Education
Providence College 2001 — 2005
BS
GAF February 2015 - Present
Morgan Stanley June 2012 - February 2015
Louis Vuitton Moet Hennessy July 1997 - December 2009
L'Oréal April 1993 - July 1997
Bear Stearns 1989 - 1992
Education
Providence College
Bachelor of Science (BS)
Guggenheim Partners Latin America, Inc March 2001 - Present
Malba - Fundación Costantini, Museo de Arte Latinoamericano de Buenos Aires 2013 - 2014
Malba - Fundación Costantini, Museo de Arte Latinoamericano de Buenos Aires 2013 - 2014
Banco Santander February 1997 - April 2000
Bear Stearns November 1993 - March 1998
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1979 — 1984
Business Administration and Management, General
Dow Jones November 2012 - October 2014
Capital IQ December 2010 - October 2012
Thomson Reuters April 2004 - December 2010
Stein Roe Farnham June 2001 - December 2003
BMO Harris Bank May 1997 - June 2001
Bear Stearns February 1996 - May 1997
Skills
Investments, Equities, Team Building, Trading, Fixed Income, Financial Services, Market Data, Business Development, Customer Service, Financial Markets, Sales, Trading Systems, Marketing Strategy, Salesforce.com, Hedge Funds, Strategy, Relationship Management, Capital Markets, Electronic Trading
Education
Purdue University 1991 — 1995
Bachelor of Arts (B.A.), History
US Renewables Group March 2013 - Present
Westerly Wind January 2015 - Present
Wirsol Solar Americas, Inc. September 2011 - November 2012
SoCore Energy June 2008 - September 2011
Bear Stearns 2006 - 2008
Skills
Energy, Renewable Energy, Project Finance, Structured Finance, Solar PV, Solar Energy, Risk Management, Photovoltaics, Financial Structuring, Valuation, Finance, Financial Modeling, Private Equity, Cleantech
Education
Princeton University 2002 — 2006
AB
AIG February 2015 - Present
AIG March 2013 - February 2015
American Express February 2012 - March 2013
Financial Services November 2006 - February 2012
Bear Stearns 2004 - 2006
PricewaterhouseCoopers 2001 - 2004
Education
Providence College 1997 — 2001
J.P. Morgan March 2008 - Present
Prime Broker March 2008 - Present
JP MORGAN SECURITIES CORPORATION January 2007 - Present
Bear Stearns April 2004 - March 2008
PUGLISI & CO March 2002 - April 2004
BEAR STEARNS SECURITIES CORPORATION January 1997 - January 2002
PERSHING, DIVISION OF DLJ January 1993 - January 1997
Jesuit Volunteer Corps January 1992 - January 1993
Skills
Settlement, Financial Risk, Financial Services, Securities, Hedge Funds, Fixed Income, Back Office, Training, Management, Derivatives, Corporate Actions, FINRA, Prime Brokerage, Capital Markets, Series 7, Equity Derivatives, Options, Trading, Equities, Swaps
Education
Providence College 1988 — 1992
Bachelor of Arts (B.A.), History
Bridgewater HS East
Gombas Networks, Inc January 2007 - Present
Bear Stearns July 2006 - February 2008
Thrupoint Consulting March 2006 - July 2006
Cantor Fitzgerald - eSpeed July 2000 - March 2006
Metropolitan Transportation Authority October 1999 - July 2000
Skills
Routing, Cisco Technologies, OSPF, Firewalls, TCP/IP, BGP, Switches, LAN-WAN, EIGRP, CCNA, Network Engineering, Network Security, WAN, Network Design, Routers, Troubleshooting, Load Balancing, RIP, Data Center, Hardware, Checkpoint, Security, Juniper, DHCP, IPSec, VLAN, DNS, HSRP, Cisco Routers, Servers, Cisco IOS, IPS, Frame Relay, Network Administration, Network Architecture, Juniper Technologies
Education
Queens College 1995 — 2000
William Cullen Bryant 1991 — 1995
Regents Accredited Diploma, Math and Science
Freedom Mortgage July 2008 - Present
Bear Stearns April 2004 - March 2008
Freedom Mortgage October 2000 - April 2004
Resource One Mortgage November 1992 - March 2000
Skills
Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, FHA, Residential Mortgages, Mortgage Underwriting, Underwriting, Loans, Government Loans, Credit, Loan Servicing, Credit Analysis, Banking, Account Management, Sales, Investment Properties, Sales Management, New Business Development, Wholesale Lending, FHA Financing, USDA, VA Loans, Reverse Mortgages, Loss Mitigation, Real Estate Financing, First Time Home Buyers, Management, Customer Service, FHA financing, VA loans
Education
Prince George's Community College
Business Administration and Management, General
TD Ameritrade July 2013 - Present
Knight Capital Americas, LP January 2004 - July 2013
Knight Capital Group 2004 - July 2013
Bear Stearns November 2001 - January 2004
Herzog, Heine, Geduld, Inc. January 1990 - December 2000
Drexel Burnham Lambert August 1988 - January 1990
Skills
Series 7, Electronic Trading, Capital Markets, Trading, Securities, Series 24, Fixed Income, Series 63, Hedge Funds, Equities, FINRA, Prime Brokerage, AML, Securities Lending, Bonds, Structured Products, Middle Office, Credit Derivatives, Operational Risk, Investment Banking, Trading Strategies, Swaps, Securities Regulation, Financial Services, Mutual Funds, Back Office, Broker-Dealer, Portfolio Management, Investments, Private Equity, Foreign Exchange, Bloomberg, Alternative Investments, Financial Risk, Derivatives, Asset Management, Options, Market Making, Trading Systems, Equity Derivatives, Proprietary Trading, Financial Markets, Market Data, ETFs, Equity Trading, Corporate Finance, Emerging Markets, FX Options, Hedging, Commodity
Education
Penn State University 2008 — 2009
MBA, Finance, General
State University of New York College at Oneonta 1982 — 1985
BS, Business Economics
Interbolsa 2005 - 2009
Serfinco Comisionista de Bolsa 2004 - 2005
Bear Stearns 1997 - 2004
Education
University of Florida - Warrington College of Business Administration 2009 — 2010
Masters, Entrepreneurship
Queens College 1990 — 1997
Bachelors, Latin American Studies (Economics), Psychology, Spanish Literature
Zircon Computing LLC 2005 - Present
TAF Co 2003 - Present
Citadel LLC 2008 - 2010
Morgan Stanley 2004 - 2008
KBC Financial Products 2000 - 2003
Bear Stearns 1995 - 2000
Bluestone Consulting 1993 - 1995
Scitex 1991 - 1993
Skills
Trading Systems, Electronic Trading, Market Data, Equity Derivatives, Financial Markets, Derivatives, Sybase, Quantitative Finance, Options, FX Options, Hedge Funds, Unix, Business Analysis, Exchange Connectivity, Investment Banking, Equity Trading, Market Risk, Fixed Income, Equities, FX trading, Structured Products, Credit Derivatives, Low Latency, Commodity, Capital Markets, Bonds
Education
Peter the Great St.Petersburg Polytechnic University 1981 — 1987
Ms, Physics
Cannon Financial Institute, Inc. July 2006 - Present
WR Hambrecht 2004 - 2005
Deutsche Banc Alex. Brown January 1986 - September 2004
Bear Stearns 1984 - 1985
Shawmut Bank 1981 - 1983
Skills
Investments, Asset Managment, Wealth Management, Securities, Mutual Funds, Series 7, Retirement Planning, Estate Planning, Financial Services, Alternative Investments, Retirement, Asset Management, Financial Planning, Asset Allocation, Portfolio Management, Equities, Hedge Funds, Capital Markets, Management, Risk Management, Fixed Income, Investment Advisory, Banking
Education
Plymouth State University
Business, Management, Marketing, and Related Support Services
University of Rochester
Cellepathy Ltd. June 2010 - Present
SmartUp Group 2009 - Present
DAA Sport Marketing LP 1994 - 2009
Full-Time Triathlete 1992 - 1994
Bear Stearns 1986 - 1992
Skills
Innovative Problem..., Mobile Devices, Mobile Applications, Start-ups, Derivatives, Entrepreneurship, Management, Business Strategy, EHS, Road Safety, Equities, Venture Capital, Investments, Safety Management..., Strategic Partnerships, Product Management, System Architecture, Driver Training, Strategy, Android
Education
Princeton University 1982 — 1986
BSE, Economic Engineering (Mathematics, Operations Research, Economics)
RBC Capital Markets October 2014 - Present
JP Morgan June 2008 - October 2014
Bear Stearns October 2005 - May 2008
TD Securities April 2004 - September 2005
Skills
Quantitative Finance, Credit Derivatives, MBS, Derivatives, C++, Python, VBA, Mathematical Modeling, Interest Rate..., CDS, Fixed Income, Trading, CDO
Education
University of Waterloo 2002 — 2003
Masters, Mathematical Finance
Yale University 1995 — 2002
PhD, Physics
Pontifícia Universidade Católica do Rio de Janeiro 1993 — 1995
Masters, Physics
Universidade Estadual de Campinas 1989 — 1993
Bachelors, Physics
Fiorello Pharmaceuticals, Inc. January 2014 - Present
Independent Consultant May 2001 - Present
Socrata July 2014 - Present
City of New York February 2010 - December 2013
New York City Council January 2009 - January 2010
Bear Stearns July 1997 - December 2008
Doubleclick 2000 - 2000
Hillel International Center July 1995 - June 1997
Skills
Policy Analysis, Financial Analysis, Software Project..., Risk Management, Basel II, Web Applications, Data Analysis, Graphic Design, Politics, Communications Strategy, Corporate Social..., Non-profits, Government Agencies
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Queens College 1992 — 1995
BA, Psychology
JP Morgan Chase May 2008 - October 2014
Bear Stearns January 1999 - April 2008
Bank Document Management July 1998 - December 1998
Bank of Trust February 1998 - June 1998
TML Information System April 1992 - January 1998
System Strategies Inc. November 1988 - March 1992
Skills
Prime Brokerage, Trading Systems, Fixed Income, Equities, Investment Banking, Derivatives, Risk Management, SDLC
Education
Queens College 1989 — 1990
Master's Degree, Computer Science
Queens College 1985 — 1988
Bachelor's Degree, Computer Science
Deutsche Bank October 2012 - Present
Royal Bank of Scotland June 2012 - August 2012
JP Morgan Chase July 2008 - August 2011
Bear Stearns September 2006 - July 2008
RJM Semiconductor May 2005 - September 2006
Research Foundation of CUNY April 2003 - May 2005
Aspen Technology June 1999 - October 2002
UNIXPROS INC. March 1998 - June 1999
Hoffmann-La Roche May 1992 - March 1998
Emcore November 1987 - May 1992
Skills
Unix, Linux, System Administration, Security, Perl, Web Development, LAMP, CSS, HTML, JavaScript, MySQL, PHP, RBAC, IAM, Python, Software Development, Unix Shell Scripting, Operating Systems, Shell Scripting, Data Center, System Deployment
Education
Queens College 1979 — 1983
BA, Computer Science
Citadel LLC 2013 - Present
UBS Securities Co., Ltd 2009 - 2013
Sivik Global Healthcare January 2008 - December 2008
Bear Stearns 2005 - 2008
Education
Penn State University
BS, Chemical Engineering
Carolina Financial Group LLC January 2011 - Present
Samoset Capital Group LLC March 2007 - December 2011
Carolina Financial Securities 2005 - 2011
Credit Suisse January 1982 - January 2005
Bear Stearns March 1996 - April 1999
Dillon Read 1979 - 1982
JP Morgan 1971 - 1979
Skills
Investment Banking, Corporate Finance, Capital Markets, Alternative Investments, Hedge Funds, Finance, Equity Research, Financial Modeling, Asset Allocation, Asset Management, Bloomberg, Mergers & Acquisitions, Valuation, Leveraged Finance, Financial Advisory, Strategy, Structured Finance, Corporate Law, ALM, Investment Strategies, Loan Origination, Derivatives, Private Equity, Financial Markets, Emerging Markets, Fixed Income, Strategic Financial..., Financial Structuring, Capital, Investment Management, Venture Capital, Risk Management, Financial Institutions
Education
Princeton University 1967 — 1971
BS, Economics
Phillips Exeter Academy 1964 — 1967
Wells Fargo February 2012 - Present
Credit Suisse August 2008 - February 2012
Credit Suisse First Boston August 2008 - January 2011
Barclays Capital November 2007 - August 2008
Bear Stearns February 2007 - October 2007
Barclay's Capital July 2006 - February 2007
Bear Stearns May 2005 - February 2006
EA 2004 - 2005
Computer Sciences Corporation 2000 - 2004
UBS 1988 - 1996
Education
Pangbourne College
Penn State University
Bsc, Geophysics
MetLife October 2013 - Present
Niccolls AND Dimes January 2011 - Present
About.com June 2012 - Present
Integreon November 2006 - January 2011
Bear Stearns March 1992 - November 2006
American Booksellers Association 1989 - 1991
Gavin Anderson & Company 1987 - 1989
New York Interface Project 1981 - 1987
Skills
PMO, Project Management, Business Process..., Creative Problem Solving, Project Portfolio..., Six Sigma, PMP, Metrics, Transformation/Re-Engine..., Outsourcing, Continuous Improvement, Process Mapping, Vendor Management, Program Management, Cross-functional Team..., Strategic Planning, Management Consulting, Leadership, Change Management, Business Process Mapping, Process Improvement, Business Planning, Consulting, Management, Software Documentation, Budgets, Start-ups, Strategy, Account Management, Business Analysis, Information Technology, Analysis, Business Transformation, Financial Services, CRM, Governance, IT Strategy, Stakeholder Management, Marketing, Business Process, Integrated Marketing, Team Management, Project Planning, Solution Architecture, Operations Management, SDLC, Professional Services, Software Development, Contract Management, Problem Solving
Education
City University of New York-Queens College 1979 — 1984
Bachelors, Political Science, Psychology
The Graduate Center, City University of New York
WH Advisory & Investments LLC January 2009 - Present
Bank of America May 2005 - August 2008
XBOND January 2000 - August 2004
First Union Capital Markets January 1996 - January 1999
Bear Stearns January 1990 - January 1994
Salomon Brothers (NY) January 1986 - January 1990
Skills
Mortgage Backed..., MBS Prepayment and..., Fixed Income Strategies, Financial Industry..., Derivative Products, Structured Product..., Fixed Income Risk..., Fixed Income..., Electronic Trading..., Securities Valuation, Securities Litigation, Patent Litigation, Farmland Investments, MBS, Risk Management, Derivatives, Valuation, Bonds, Investments, Securities, Finance, Investment Banking, Portfolio Management, Capital Markets
Education
Princeton University 1982 — 1986
PhD, Mathematics
University of North Carolina at Chapel Hill 1978 — 1982
BA, Mathematics, Philosophy
Nomura July 2009 - Present
Bear Stearns January 2002 - February 2008
Education
Providence College 1985 — 1989
BS
Christian Brothers Academy 1980 — 1985
Okinus, Inc. April 2013 - Present
L6 Holdings Corporation June 2007 - Present
ProCare Rx 2011 - 2011
Roark Capital Group 2002 - 2007
Credit Suisse First Boston Corporation June 1999 - December 2001
J.P. Morgan 1996 - 1999
CompuTower Technologies Corp. 1989 - 1995
Bear Stearns 1987 - 1989
Washington Redskins 1985 - 1985
Skills
Financial Services, Private Equity, Mergers & Acquisitions, Corporate Finance, Mergers, Due Diligence, Strategic Planning, Venture Capital, New Business Development, Business Planning, Start-ups, Healthcare, Negotiation, Fundraising, Middle Market, Franchising, Debt
Education
Penn State University 1984 — 1986
MBA, Finance
Penn State University 1980 — 1984
BS, Accounting
HipShake Music November 2003 - Present
Visionary Media Company December 2010 - December 2011
Bear Stearns 1993 - 2003
Bear Stearns International 1993 - 1997
The Chase Manhattan Bank 1982 - 1990
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Queens College 1977 — 1980
Bachelors, Psychology
Douglas Elliman Real Estate September 2008 - Present
Bear Stearns 2005 - 2008
Skills
Real Estate, Sellers, Residential Homes, Rentals, Buyers, Leases, Sales, Investment Properties, Real Estate Transactions, Condos, Investments, Luxury
Education
Russian University of Economics named after G.V.Plekhanov
marketing
UBS Global Asset Management February 2014 - September 2015
US Securities and Exchange Commission 2013 - 2014
Aberdeen Asset Management 2003 - 2010
Aberdeen Asset Management 2001 - 2010
Deutsche Asset Management 1998 - 2000
UBS 1995 - 1997
Bear Stearns 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange
Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics
Columbia University
BS, Chemical Engineering
Insight Data Science September 2015 - Present
Princeton University June 2012 - August 2015
University of California, Berkeley July 2003 - May 2012
Bear Stearns February 2006 - March 2007
Skills
Physics, Python, Data Analysis, LaTeX, Cryogenics, Solidworks, Linux, Design of Experiments, Scientific Writing, Statistics, Mathematical Modeling, Mathematica, Industrial Design, Astrophysics, Programming, IDL, Science, Research, Matlab, Scientific Computing, Numerical Analysis, Experimentation, Simulations, Version Control, Git, System Administration
Education
University of California, Berkeley 2003 — 2011
Doctor of Philosophy (PhD), Physics
Princeton University 1999 — 2003
AB, Physics
SunGard November 2009 - Present
William Blair & Co. 2006 - March 2009
Bear Stearns July 2002 - July 2006
Bear Stearns November 1994 - July 2002
US Navy August 1989 - August 1993
Skills
SDLC, Business Analysis, Change Management, Solution Design, Portfolio Management, ITIL, PMO
Education
Purdue University Calumet 2010 — 2015
BA, Management Information Systems
Perry Rose November 2013 - Present
Denver Housing Authority July 2010 - January 2013
Your Castle Real Estate 2010 - 2013
Urban Land Conservancy May 2010 - August 2010
Colorado & Santa Fe Real Estate June 2008 - December 2008
Formations, LLC January 2008 - May 2008
Bear Stearns June 2007 - August 2007
Skills
Real Estate, Investments, Analysis, Affordable Housing, Sustainability, Strategic Planning, Financial Analysis, Research, Microsoft Office, Project Management, Commercial Real Estate, Real Estate Development, Budgets, Leadership, Brokerage, Construction, Real Estate Economics, Negotiation, Sales, Contract Negotiation, Nonprofits, Real Estate Transactions, Property Management, Residential Homes, Investment Properties
Education
University of Colorado Boulder 2004 — 2008
BA, Finance, Real Estate, Political Science
Pepperdine University 2003 — 2003
PNC June 2015 - Present
Janney Capital Markets 2008 - June 2015
University of Pennsylvania 2009 - 2009
Bear Stearns 2007 - 2008
UBS Investment Bank 2000 - 2007
Paine Webber 2000 - 2000
Philadelphia Industrial Development Corporation 1999 - 1999
City of Philadelphia 1999 - 1999
City of Philadelphia 1998 - 1999
Skills
Bonds, Fixed Income, Securities, Public Finance, Capital Markets, Municipal Bonds, Investments, Bloomberg, Credit, Structured Finance, Financial Analysis, Local Government, Series 7, Investment Banking, Trading, Strategy, Finance, Investment Strategies, Equities, Asset Allocation, Investment Advisory, Economics, Valuation, Series 63, Investment Management, Presenter, Housing Finance, State Government, US Equities, Writing, Instruction, Structured Products, Analysis, Public Speaking, Mutual Funds, Interviews, Municipal Politics, Lecturing, Charter Schools, municipal research, municipal bond market, Client-oriented, Social Media, Social Media Marketing, Social Networking, Twitter, Marketing, Series 53
Education
University of Pennsylvania 1998 — 1999
Master of Governmental Administration, Public Finance
Penn State University 1994 — 1998
BA, Political Science
Marquette Senior High School 1991 — 1993
Graduated, High School
Pennsbury High School 1988 — 1992
Graduated, High School
JPMorganChase April 2001 - Present
Bear Stearns January 1999 - March 2001
Time Customer Service January 1996 - January 1999
Education
Purdue University 1991 — 1995
BS, Information Technology
DeKalb High School 1988 — 1991
Saber Partners, LLC August 2000 - Present
Williams Capital Group December 2010 - Present
Princeton University July 2011 - January 2012
Princeton University January 2008 - July 2008
Prudential Securities June 1997 - July 2000
Bear Stearns September 1989 - May 1995
Smith Barney February 1984 - February 1989
Skills
Investments, Corporate Governance, Regulations, Energy Policy, Capital Markets, Investment Banking, Fixed Income, Valuation, Hedge Funds, Equities, Asset Managment, FINRA, Series 24, Series 7, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Asset Management, Credit, Strategy, Corporate Finance, Emerging Markets, Finance, Securities, Bonds, Restructuring, Financial Services, Financial Markets, Financial Risk, Financial Advisory, Structured Finance, Leveraged Finance, Alternative Investments, Securitization, Financial Structuring, Trading, Bloomberg, Due Diligence, Corporate Development, Derivatives, Investor Relations, Management, Analysis, Business Development, Strategic Planning
Education
Yale University - Yale School of Management 1980 — 1982
MBA, Business Administration and Management, General
Princeton University 1972 — 1976
BA, Public & International Affairs
Blueprint Life Science Group April 2011 - April 2014
Piper Jaffray July 2010 - April 2011
Leerink Swann June 2008 - June 2010
Bear Stearns June 2006 - June 2008
Skills
Equity Research, Hedge Funds, Equities, Investment Banking, Equity Valuation, Capital Markets, Bloomberg, Investor Relations, Valuation, Private Equity, Financial Modeling, Securities, Emerging Markets, Venture Capital, Investments, Asset Managment, Portfolio Management, Due Diligence, Corporate Finance, Financial Analysis
Education
Stanford University 2014 — 2015
Master’s Degree, Data Journalism
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Sociology
First Nationwide Title March 2014 - Present
Burke and Quick Partners April 2013 - October 2013
CREDIT-SUISSE 2000 - 2012
ING BARINGS 1997 - 2000
BEAR STEARNS 1993 - 1997
FIRST BOSTON 1983 - 1993
Skills
Bloomberg Terminal, series 9 and 10, Series 7, Series 63, series 55, algorithmic trading
Education
Providence College
GE Healthcare September 2015 - Present
GE September 2014 - Present
GE September 2013 - September 2014
GE September 2012 - September 2013
GE August 2011 - August 2012
GE February 2011 - August 2011
GE July 2009 - January 2011
GE May 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Financial Reporting, Forecasting, Risk Management, Process Improvement
Education
Penn State University 2005 — 2009
B.S., Finance
Citizens Financial Group, Inc. April 2015 - Present
GE Capital August 2013 - March 2015
GE Capital, Healthcare Financial Services November 2011 - July 2013
Financial Crisis Inquiry Commission 2009 - 2011
Bear Stearns 2007 - 2008
Credit Suisse 2004 - 2007
Citibank June 2003 - August 2003
Skills
IPO, Finance, Leveraged Finance, LBO, Securities, Securities Regulation, Business Strategy, Acquisitions, Investment Management, Strategy, Divestitures, Restructuring, Acquisition Integration, Investor Relations, Corporate Governance, Business Valuation, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Corporate Finance, Investment Banking, Financial Modeling, Equities, Private Equity, Valuation, Investments, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2004
M.B.A.
Princeton University 1993 — 1997
AB
J.P. Morgan June 2011 - Present
J.P. Morgan May 2008 - June 2011
Bear Stearns July 2006 - May 2008
Skills
Banking, Fixed Income, Securitization, ABS, Management, MBS, Capital Markets, Financial Structuring, Trading, Risk Management
Education
Penn State University 2002 — 2006
BS, Finance, Economics, International Business
Pershing, LLC September 2010 - Present
Barclays Wealth July 2010 - October 2010
Fidelity Capital Markets April 2008 - August 2010
Bear Stearns December 1999 - April 2008
Corillian Corporation July 2005 - July 2006
Symbiotic September 1998 - November 1999
SIAC June 1995 - August 1997
EDS October 1989 - June 1995
ITT World Comm July 1979 - November 1989
Skills
Integration, SDLC, Equities, Trading, Trading Systems, Fixed Income, Electronic Trading, Bloomberg, Equity Trading, Quality Assurance, Program Management, Software Documentation, Market Data, Software Project...
Education
Registered Rep. Series 7, Series 63 2003 — 2004
Series 7, Series 63
New York Institute of Technology 1985 — 1990
BS, CS
DeVry Technical Institute 1977 — 1979
Electrical Engineering
Queens College 1976 — 1977
Accounting and Business Law
Gibbons P.C. October 2010 - Present
New Jersey Judiciary September 2009 - August 2010
Lowenstein Sandler PC May 2008 - August 2008
Lowenstein Sandler PC May 2007 - July 2007
Bear Stearns 2004 - 2006
Skills
Trademarks, Civil Litigation, Commercial Litigation, Legal Writing, Corporate Law, Securities, Courts, Corporate Finance, Litigation, Bankruptcy, Legal Research, Intellectual Property, Corporate Governance, Restructuring, Westlaw, Capital Markets
Education
Rutgers University School of Law - Newark 2006 — 2009
J.D.
Penn State University 2000 — 2004
B.S., Finance
Pershing May 2010 - Present
JPMorgan Chase July 2008 - January 2010
Bear Stearns April 1997 - June 2008
Wedbush Morgan Securities March 1996 - April 1997
Lazard Frederick & Company October 1994 - December 1995
Malaga Bank July 1992 - September 1994
Security Pacific National Bank August 1989 - July 1991
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Securities Lending, Financial Services, Series 24, Investor Relations, Connecting People, Corporate Actions, Operational Risk, Credit, Client Services, People Skills, Relationship Management, Investment Advisory, Back Office, Networking
Education
University of Southern California
Bachelor of Arts, Communication Arts and Sciences
Miraleste High School 1986 — 1986
Punahou School 1981 — 1986
Kirkland & Ellis LLP June 2008 - Present
Design Strategy Corporation 2005 - 2008
Bear Stearns 2000 - 2008
Education
Post University 1996 — 2000
Reinert Design August 2001 - Present
Randall International April 2000 - September 2000
Bear Stearns August 1996 - September 1998
Skills
Graphic Design, Web Design, Spanish translation
Education
Pratt Institute 1994 — 1996
Masters of Science, Communication Design
San Diego State University-California State University 1990 — 1995
BS, Graphic Design
Bellmarc Realty LLC January 2014 - Present
Coldwell Banker January 2014 - February 2015
Chartis Insurance February 1993 - December 2011
Bear Stearns 1985 - 1988
Skills
Contract Negotiation, Legal Compliance, Claims Resolution, Contract Management, Securities Regulation, Securities Litigation, Reinsurance, Sales, Arbitration, Personal Injury, Liability Analysis, Alternative Dispute..., Employment Practices..., Accident, Litigation, Mediation Securities..., Claims Management, Negotiation, Legal Writing, Fraud, Underwriting, Excess, Corporate Law, Commercial Insurance, D&O, contract construction, securities fraud, securities comliance, Compliance, Litigation Management, Professional Liability, specialty liability, Real Estate Transactions, Real Estate Transaction..., Ran for Supreme Court...
Education
Hofstra Law School 1977 — 1979
JD, Law
Queens College 1976 — 1979
Bachelor of Applied Science (B.A.Sc.), Political Science, Psychology and Philosphy, summa cum laude
Hofstra law school
Doctor of jurisprudence, Law
NYC Financial Information Services Agency (FISA) January 2011 - Present
Software Engineering of America February 2007 - October 2009
Bear Stearns November 1990 - December 2005
Pansophic Systems August 1989 - May 1990
Hogan Systems January 1989 - June 1989
Depository Trust Co. (DTCC) December 1981 - November 1988
Skills
VSAM, Fileaid, COBOL, IBM Utilities, DB2, SPUFI, CLIST, SDSF, FTP, SQL, SRDF, Assembly, TSO, JCL, MVS, Syncsort, Easytrieve, ISPF, IBM Mainframe, z/OS, OS/390, DB2/SQL, Mainframe, JES2, Tape, NDM, IBM Assembler, Troubleshooting, Programming, Problem Solving, Disaster Recovery, Netview, Systems Analysis, Documentation, Production Support, Software Documentation, Computer Hardware, Data Center, Unix, IT Management, Operating Systems, Technical Support, CICS, Testing, Security, BMC Remedy, Information Technology, System Administration, IBM iSeries, TCP/IP
Education
Pratt Institute 1974 — 1975
MS, COMPUTER SCIENCE
Syracuse University 1968 — 1972
B.A, Psychology
Wells Fargo April 2010 - Present
Bear Stearns October 2002 - November 2008
JP Morgan Chase & Co. August 2000 - July 2002
Skills
Trading Strategies, Derivatives, Series 7, Bloomberg, Credit, Rates, Fixed Income, Capital Markets, Credit Derivatives
Education
Princeton University 1998 — 2000
M.S.E., Operation Research & Financial Engineering
St. Xavier's College 1995 — 1997
B.Sc., Statistics & Mathematics
Anna May 2014 - Present
The Happiness Assembly 2013 - Present
Rockefeller Family Fund 2011 - Present
Lippincott 2012 - 2014
Celebration Partners 2010 - 2011
Hygeia, LLC 2010 - 2010
Bain & Company 2008 - 2010
Bear Stearns June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Start-ups, Business Planning, Business Modeling, Management Consulting, Brand Strategy, Company Naming, Brand Architecture, Business Development, Strategy, Venture Capital, Analytics, Financial Modeling, Leadership, Strategic Consulting, Positioning, Competitive Analysis
Education
Princeton University 2004 — 2008
A.B., Philosophy
The Riverside Company July 2015 - Present
York Capital Management LP April 2015 - May 2015
Tilden Park Capital Management LP November 2014 - March 2015
Tipping Point Parners LLC August 2014 - February 2015
Wolfensohn & Co. January 2009 - May 2013
Lehman Brothers September 2005 - December 2008
Bear Stearns September 2003 - August 2005
UBS May 2001 - August 2003
Deloitte January 1999 - April 2001
Skills
Financial Analysis, Valuation, Fixed Income, Equities, Financial Modeling, Bloomberg, Due Diligence, Derivatives, Capital Markets
Education
Queens College
BA
Blue Ridge Capital September 2007 - Present
Living Space LLC 2003 - 2012
Needham & Company October 1999 - September 2007
Bear Stearns 1998 - 2000
CIBC World Markets 1997 - 1998
Skills
Asset Managment, Investments, Hedge Funds
Education
City University of New York-Queens College 1992 — 1996
BS, Computer Science
Golden Seeds November 2013 - Present
The Wharton School, MBA Admissions 2011 - Present
Morgan Stanley 1998 - 2003
Bear Stearns July 1997 - August 1997
Ticketmaster Canada Inc. 1993 - 1996
Skills
Capital Markets, Business Strategy, Management Consulting, Investment Banking, Business Planning, Strategy, Investments, Venture Capital, Valuation, Fixed Income, Entrepreneurship, Corporate Development
Education
Wharton School, University of Pennsylvania 1996 — 1998
MBA, Finance, Entrepreneurial Management
Queen's University 1989 — 1993
Honors Bachelor of Commerce
Telemetry Investments, L.L.C. December 1999 - Present
Daiwa Securities America August 1989 - April 2002
Bear, Stearns August 1987 - August 1989
Skills
Investments, Equities, Trading Systems, Hedge Funds, Derivatives, Fixed Income, Trading, Capital Markets, Financial Modeling, Asset Management, Alternative Investments, Portfolio Management
Education
Princeton University 1983 — 1987
AB, Physics
IBM January 2013 - Present
INRIA March 2012 - September 2012
UC Berkeley September 2011 - March 2012
Tel Aviv University September 2009 - September 2011
Goldman Sachs Asset Management June 2007 - August 2007
Bear Stearns June 2004 - August 2004
Skills
Data Mining, Operations Management, Biology, Machine Learning, Mathematical Modeling, Matlab, Algorithms, Operations Research, Statistical Modeling, Numerical Analysis, Statistics, Pattern Recognition
Education
Princeton University 2004 — 2009
Ph.D., Operations Research & Financial Engineering
Stanford University 2003 — 2004
MS, Management Science & Engineering
University of Pennsylvania 1999 — 2003
BSE, Computer Science & Engineering
Sapient 1999 - Present
BMG Entertainment 1998 - 1999
Renaissance Multimedia 1996 - 1998
Bear Stearns 1993 - 1996
Skills
User Research, User-centered Design, User Interface, Usability, Experience Design, Interaction Design, Heuristic Evaluation, User Experience Design, Wire Framing, Information Architecture, Information Design, Card Sorting, Site Maps, Persona, User Experience, Usability Testing, Content Strategy, Web Development, Wireframes, User Interface Design, Mobile Design, E-commerce, User Scenarios, Usability Engineering, Mobile Applications, Contextual Inquiry, Human Computer..., Axure, Paper Prototyping, User Journeys, Community Development
Education
Pratt Institute 1989 — 1993
BFA, Computer Graphics
LHS
Alterna Capital Partners 2007 - Present
Canaan Partners 1996 - 2007
Bear Stearns 1991 - 1995
Skills
Corporate Finance, Private Equity, Investments, Management, Venture Capital, Corporate Development, Valuation, Mergers & Acquisitions, Financial Modeling, Due Diligence, Start-ups
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Princeton University 1976 — 1980
BSE, Chemical Engineering
Cor3Tech LLC 2013 - Present
100 Palms Properties LLC 2010 - Present
The Hawn Foundation 2008 - 2008
Epoch Partners (acquired by Goldman Sachs) 2000 - 2001
Bear Stearns 1997 - 2000
Oppenheimer & Co. 1996 - 1997
Warner Bros. Entertainment Group of Companies 1994 - 1996
Oppenheimer & Co. Inc. 1994 - 1996
Robertson Stephens 1992 - 1994
Goldman Sachs 1990 - 1992
Skills
Early Stage Companies, Investment Research, Mobile Applications, Financial Analysis, Property Auctions, Title Searches, Online Advertising, Real Estate, SFR, Strategy, Management, Investments
Education
Institute for Psychoanalytic Training and Research 2003 — 2006
Psychoanalytic Training
Princeton University 1986 — 2000
Bachelor's Degree, Comparative Literature
Telcordia April 2002 - Present
Telcordia Technologies March 1999 - April 2002
Bear Stearns 1996 - 1999
AT&T 1992 - 1996
Skills
Testing, Quality Center, Telecommunications, Integration, Wireless, VoIP, Data Modeling, SDLC, Software Project...
Education
Seton Hall University 1993 — 1997
MBA, Business
Penn State University 1988 — 1992
BS, MIS
Prudential Retirement 2009 - Present
Bear Stearns March 1998 - June 2008
Money Magazine 1994 - 1998
New York Magazine 1989 - 1995
Skills
Marketing, Advertising, Multimedia, Creative Direction, Newsletters, Integrated Marketing, Product Marketing, Market Research, Business Development, Financial Services, Brand Management, Corporate Branding, CRM, Marketing Strategy, Management, Process Improvement, Digital Strategy, Digital Marketing, Competitive Analysis, New Media, Strategy, Strategic Partnerships, Sales, Packaging, Recruiting, Budgets, Social Media, Marketing Communications
Education
Pratt Institute 1983 — 1987
Chesterfield Faring Ltd. January 2010 - Present
Bear Stearns August 2000 - June 2004
Skills
Start-ups, Investments, Equities, Finance, Investors, Investment Banking, Asset Management, Capital
Education
Penn State University
SunTrust Robinson Humphrey January 2013 - Present
UBS Investment Bank August 2011 - December 2012
RBC Capital Markets 2004 - August 2011
Bear Stearns 2000 - 2004
Merrill Lynch & Co 1993 - 2000
Davis Polk & Wardwell 1990 - 1993
Manufacturers Hanover Trust 1983 - 1986
Education
The University of Chicago - Booth School of Business 1986 — 1990
MBA
University of Chicago Law School 1986 — 1990
JD
Princeton University 1979 — 1983
AB, History
Westview High School July 2007 - Present
Morgan Stanley June 2007 - Present
Phillips and Company January 2007 - June 2007
Merrill Lynch November 2001 - August 2005
Bear Stearns August 2002 - September 2003
Education
Portland State University 2003 — 2005
University of Oregon 1997 — 2001
Clise Properties 2006 - May 2014
Clise Properties 2003 - 2006
Clise Properties 2000 - 2003
Bear Stearns 1998 - 2000
Skills
Property Management, Tenant, Lease Administration, Microsoft Office, Microsoft Excel, Non-profits, Landlord, Microsoft Word, Outlook, Commercial Real Estate, Facilities Management, Real Estate Transactions, Administrative..., Event Planning, Customer Service
Education
Portland State University 1994 — 1998
Theater Arts
The University of Georgia 1987 — 1990
DTCC April 2011 - Present
Novell March 2009 - April 2011
Bear Stearns April 1997 - October 2008
EJV Partners June 1992 - April 1997
Burlington Coat Factory May 1991 - June 1992
AT&T July 1987 - April 1991
Skills
Data Center, IT Strategy, Enterprise Software, Cloud Computing, Virtualization, SDLC, Architecture, Enterprise Architecture, Business Analysis, Trading Systems, Scrum, Go-to-market Strategy, Agile Methodologies, IT Management, Disaster Recovery, Integration, Management, Solaris, SQL, Unix, Requirements Analysis, Infrastructure, Business Intelligence, Perl, Storage, Security, VMware, Project Portfolio..., Vendor Management, SharePoint, Market Data, Product Management, Software Project..., Linux, Software Development, Prime Brokerage, Agile Project Management, PMP, Solution Architecture, Enterprise Risk..., Big Data, PMO, Program Management, SaaS, Data Warehousing, High Availability, System Architecture, Microsoft SQL Server, SOA, Databases
Education
Pennsylvania Institute of Technology 1986 — 1987
Associates, Computer Science
Penn State University 1983 — 1985
Mechanical Engineering
Pegasystems October 2013 - Present
Microsoft Research New England August 2011 - February 2013
Iron Mountain Inc. May 2007 - September 2011
PricewaterhouseCoopers 2003 - 2006
mizuho corporate bank 2000 - 2004
advest, inc. 1998 - 2000
stanley metal 1996 - 1998
Bear Stearns 1996 - 1998
Skills
Administrative..., SharePoint, Outlook, Event Planning, Microsoft Excel, Social Media, Budgets, Lotus Notes, Office Management, Microsoft Office, PowerPoint, Accounting, Training, Research, Management, Process Improvement, Team Leadership, Microsoft Word, Customer Service, Recruiting, Leadership, Human Resources, Onboarding, Executive..., Salesforce.com, Access, Process Scheduler, Leadership Development
Education
State University of New York College at Purchase 1989 — 1992
Bachelor of Fine Arts (BFA), Music Performance, General
Fiorello H. LaGuardia HS 1985 — 1988
High School Diploma, Music Performance, General
Adams Hill Partners October 2012 - Present
Sonterra Capital, LLC July 2008 - September 2012
Vardon Capital Management December 2005 - April 2008
Amaranth February 2004 - December 2005
Bear Stearns October 1998 - February 2004
PricewaterhouseCoopers October 1996 - October 1998
Skills
Alternative Investments, Finance
Education
Saint John's University - Peter J. Tobin College of Business 1999 — 2002
MBA, Finance, General
Queens College 1990 — 1994
BA, Accounting / Finance
Bear Stearns 1983 - 2008
Skills
Series 24, Series 63, Series 7, Electronic Trading, Broker-Dealer, Equity Trading, Alternative Investments, Options, Investments, Fixed Income, Market Data, Hedge Funds, FINRA, Mutual Funds, Trading, Securities, Equities, Licensing, Capital Markets, Bloomberg, Trading Systems, Prime Brokerage, Investment Strategies, Portfolio Management, Asset Management, Financial Services
Education
Queens College
JPMorgan Chase June 2008 - Present
Bear Stearns 2004 - 2008
Merrill Lynch December 1997 - May 2004
Skills
Fixed Income, Securities, Equities, Capital Markets, Investment Banking, Bonds, Accounting, Loans, Leveraged Finance, Finance
Education
Penn State University 1990 — 1994
BS, Finance, General
Syosset High School
JPMorgan June 2008 - Present
Bear Stearns November 2000 - May 2008
JP Morgan October 1999 - November 2000
Skills
Equities, Equity Research
Education
Princeton University 1996 — 1998
Masters in Public Affairs, Economics
University of California, Los Angeles 1993 — 1996
Bachelor of Arts (B.A.), Political Science
BNP Paribas March 2008 - Present
Merrill Lynch March 2005 - March 2008
Bear Stearns January 1998 - February 2005
Skills
Derivatives, Prime Brokerage, Hedge Funds, Capital Markets, Organizational Structure, Equity Derivatives, Change Management, Structured Products, Credit Derivatives, Operational Efficiency, Solution Architecture, Lean Transformation, Middle Office, Swaps, Client Services, Fixed Income, Equities, Alternative Investments, Cash Management, Supply Chain Management, Corporate Finance, Regulatory Compliance, Dodd-Frank, Trading Systems, Financial Markets, Securities
Education
Penn State University 1986 — 1990
JPMorgan Chase August 2012 - Present
JPMorgan Chase March 2008 - August 2012
Bear Stearns February 2000 - March 2008
Skills
Fixed Income, Prime Brokerage, Equities, Hedge Funds, Electronic Trading, Investment Banking, Java, Shell Scripting, SDLC, Sybase
Education
Queens College 1995 — 1999
Bachelor of Applied Science (BASc), Computer Science
Triple Point Technology December 2006 - Present
Bear Stearns October 2005 - December 2006
Credit Suisse First Boston April 2001 - September 2005
Houghton Mifflin March 1996 - February 2000
Education Loan Services Inc 1994 - 1996
Covansys 1992 - 1996
Tata Consultancy Services July 1988 - January 1991
Education
PSG College of Technology
Allstate Financial July 2012 - Present
Prudential Financial August 2008 - June 2012
Bear Stearns June 2006 - August 2008
Skills
Derivatives, Fixed Income, Equities, Capital Markets, Financial Reporting, Trading, Financial Analysis, Financial Services, Series 63, Insurance, Fixed Annuities, Investments, Securities, Series 7, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Series 6, Annuity Sales, Mutual Funds, Finance, Retirement, Life Insurance, Sales, Asset Management, 401k, Financial Planning
Education
Penn State University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Bridgewater Associates May 2015 - Present
Sator Square Partners January 2014 - January 2015
Tradehill, Inc. July 2013 - December 2013
Strategic Value Partners October 2008 - May 2013
Bear Stearns Asset Management 2005 - 2008
Bear Stearns 2003 - 2005
Bear Stearns 2000 - 2003
Goldman Sachs 1995 - 2000
Goldman Sachs 1993 - 1994
Goldman Sachs 1985 - 1993
Skills
Hedge Funds, Project Management, Private Equity, Equities, Asset Management, Alternative Investments, Capital Markets, Fixed Income, Investments, Valuation, Investment Banking, Due Diligence, Portfolio Management, Leadership, Series 7, Investment Management, Securities, Fund Of Funds, Venture Capital, Investor Relations, Asset Managment
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, Marketing, Beta Gamma Sigma Honor Society
Princeton University 1979 — 1983
A.B., Psychology, magna cum laude, with Certificate of Proficiency in Linguistics
Mitchell International February 2013 - Present
Mitchell International September 2010 - January 2013
LPL Financial December 2009 - September 2010
Microsoft February 2009 - October 2009
T-Mobile USA 2008 - 2009
Bear Stearns February 2007 - February 2008
Citi Group June 2005 - January 2007
Skills
Business Analysis, Requirements Gathering, Business Requirements, Scrum, SDLC, Visio, Agile Methodologies, Requirements Analysis, Software Project..., Leadership, SQL, Agile Project Management, SharePoint, Program Management, Business Intelligence
Education
ICFAI Business School 2003 — 2005
MBA, Finance
Punjab Engineering College 1996 — 2000
B-TECH, Computer science
Citigroup June 2008 - Present
Bear Stearns February 2008 - June 2008
Deloitte & Touche November 2005 - March 2008
Grassi & company 2004 - 2006
Education
Queens College 2003 — 2004
Citi April 2011 - Present
Barclays Investment Bank August 2009 - February 2011
InfoArena Inc. December 2008 - July 2009
Bear Stearns September 2007 - November 2008
UBS January 2000 - September 2007
AIG January 1993 - January 2000
Skills
Vendor Management, Information Technology, SDLC, IT Strategy, Enterprise Architecture, Business Analysis, Program Management, Strategic Planning, Software Project..., Team Leadership, IT Management, Business Process..., Asset Management, Capital Markets, Risk Management
Education
West Chester University of Pennsylvania
MS, Computer science
Pennsylvania State University-Great Valley Graduate Center
Computer science
Delhi, India
Bachelor of Science (BS) in Electrical Engineering
Bear Stearns 1992 - 2008
Bear Stearns 1982 - 1992
Skills
Project Management, Equities, CRM, Outlook, Office Administration, Executive Level..., Microsoft Word, PowerPoint, Microsoft Excel, Travel Planning, Managing Database, Sales Compensation, Sales Force Compensation, Sales Commission, Sales Compensation Plans, Account Reconciliation, Expense Reports, Multi Tasking, Handle Confidential..., Work Independently with..., Resourceful..., Highly Reliable, Interact with All..., Prioritize Workload, Institutional..., Fund Of Funds, Securities
Education
Providence College
BA
ADECCO ConsultantBear Stearns Asset Management Inc.2006 - Present
Bear Stearns 1991 - 2009
Bear Stearns Funds Management October 1992 - May 2004
Education
Queens College 1988 — 1990
Certificate, Business Management
Federal Home Loan Bank of New York April 2010 - Present
Credit Suisse 2008 - 2010
Credit Suisse 2008 - 2010
Bear Stearns 2004 - 2008
Skills
Capital Markets, Derivatives, Fixed Income, Financial Risk, Risk Management, Investment Banking, Banking, Enterprise Risk..., Equities, Financial Analysis, Hedge Funds, Operational Risk, Operational Risk..., Finance
Education
Providence College 1993 — 1997
Accounting
J.P. Morgan March 2008 - Present
My Studio 1978 - Present
Bear Stearns March 2007 - March 2008
Torrisi Design Associates 2005 - 2008
Martha Stewart Living Omnimedia 2000 - 2002
Skills
Collage, Creative Direction, Art Direction, Illustration, Layout, Photography, Interaction Design, Contemporary Art, Photoshop, Fine Art, Magazines, Brochures, Video, Digital Marketing, Art, Graphic Design, Typography, Illustrator, User Interface Design, Graphics, User Experience, Newsletters, Logo Design, Adobe Creative Suite
Education
Rhode Island School of Design 1996 — 2000
BFA, Graphic Design
Pratt Institute 2003 — 2005
MFA, Fine Art
Commmack High School
Bear, Stearns June 1996 - January 2009
Skills
Equities, Securities, Series 7, Alternative Investments, Series 24, Hedge Funds, Series 63, Mutual Funds, Investment Advisory
Education
Queens College 1967 — 1972
B.A., Communications
Transgender Legal Defense & Education Fund, Inc. Programmer AnalystMemorial Sloan-Kettering Cancer CenterMarch 1998 - March 2004
Memorial Sloan-Kettering Cancer Center March 1990 - February 1998
Bear Stearns March 1988 - March 1990
Memorial Sloan-Kettering Cancer Center February 1985 - November 1987
Memorial Sloan-Kettering Cancer Center March 1983 - February 1985
Memorial Sloan-Kettering Cancer Center November 1982 - March 1983
Skills
Database Design, Non-profits, Physics
Education
Queens College 1978 — 1982
BA, Physics, Mathematics
Wolverine Asset Management, LLC May 2012 - Present
Z Capital Partners, L.L.C. February 2007 - November 2011
JP Morgan January 2003 - January 2007
Hornet Capital October 1999 - January 2003
Bear Stearns January 1994 - October 1999
Skills
Restructuring, Alternative Investments, Capital Markets, Distressed Debt, Investment Banking, Portfolio Management, Equities, Hedge Funds, Financial Modeling, Private Equity, Valuation, Corporate Finance, Due Diligence, Investments, Financial Advisory, Credit, Investment Strategies, Finance
Education
Princeton University 1988 — 1992
Bachelor of Arts, East Asian Studies
American School in London 1984 — 1988
Bear Stearns 1998 - 2007
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Princeton University 1986 — 1991
BA, English
JPMorgan March 2008 - March 2009
Bear Stearns Bank plc 1995 - 2009
Bear Stearns November 1995 - March 2008
Bear Stearns November 1995 - March 2008
Bear Stearns International 1995 - 2008
Skills
Fixed Income, Credit Derivatives, Prime Brokerage
Education
Schenectady County Community College 2010 — 2011
Computer Desktop Support - Certified, Information Technology, 3.67 GPA
Queens College
JPMorgan Chase 2008 - Present
Bear Stearns August 1987 - March 2008
Merrill Lynch Investment Managers May 1984 - August 1987
Standard & Poor's 1977 - 1981
Education
Queens College 1971 — 1975
BA, economics
Goldman Sachs 2014 - Present
Goldman Sachs 2008 - 2014
Bear Stearns 2006 - 2008
Skills
Algorithms, Java, C++, Python, C, Linux, Freebsd, File Systems, Distributed File Systems, Django, Digital Currencies, Blockchain, Fixed Income, SQL, Trading Systems
Education
Princeton University
BSE, Electrical Engineering
LDL Capital Management, LLC May 2011 - Present
KKR September 2010 - May 2011
Plainfield Asset Management April 2009 - September 2010
Deutsche Asset Management April 2006 - April 2009
Deutsche Bank April 2002 - March 2006
Goldman Sachs January 2000 - March 2002
Bear Stearns December 1995 - December 1999
Skills
Equities, Fixed Income, Capital Markets, Private Equity, Investments, Mutual Funds, Investment Management, Commodity, Hedge Funds, Bloomberg, Valuation, Asset Managment, Equity Research, Alternative Investments, Investment Banking, Portfolio Management
Education
Penn State University 1992 — 1996
Bachelor of Science, Finance
Horace Mann
Horace Mann
JPMorgan Chase April 2011 - Present
Bank of America August 2009 - March 2011
The Boston Consulting Group July 2008 - February 2009
Lehman Brothers July 2007 - August 2007
Bear Stearns May 2006 - August 2006
Skills
Data Analysis, Financial Modeling, Equity Research, Bloomberg
Education
Princeton University 2004 — 2008
AB, Economics, East Asian Studies
JPMorgan Securities November 2002 - Present
Bear Stearns 2002 - 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance
Tufts University 1992 — 1996
BA, Economics & History
ICS 1990 — 1992
aiglon 1989 — 1990
Annaly Capital Management October 2013 - Present
Fortress Investment Group May 2008 - October 2013
Bear Stearns December 2003 - May 2008
PricewaterhouseCoopers August 2001 - December 2003
Education
Penn State University 1997 — 2001
BS, Accounting
DCAA 2007 - Present
Bear Stearns 2006 - 2007
Education
Philadelphia University 1993 — 1997
BS, Accounting
Independent Consultant October 2012 - Present
Colonial Consulting LLC April 2010 - September 2012
Knight Capital Partners May 2009 - April 2010
Bear Stearns July 2006 - March 2009
Madison Harbor Capital November 2004 - July 2006
Skills
Due Diligence, Private Equity, Fundraising, Alternative Investments, Credit, Investment Banking, Financial Modeling, Venture Capital, Real Estate, Buyouts, Mezzanine, LBO, Research, Energy, Origination, Investments, Fund Of Funds, Investor Relations, Asset Allocation, Hedge Funds, Valuation, Mutual Funds, Equities, Asset Management, Investment Management, Finance, Portfolio Management
Education
Providence College
Bachelor’s Degree, Finance
MasterCard August 2014 - Present
MasterCard June 2013 - August 2013
New Schools for Chicago February 2011 - August 2012
ZS Associates July 2010 - February 2011
ZS Associates September 2008 - July 2010
Bear Stearns 2005 - 2007
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.)
Princeton University 2004 — 2008
BSE, Computer Science
JPMorgan Chase June 2008 - Present
Bear Stearns April 2000 - June 2008
Roe & Kramer December 1993 - April 2000
Parker Duryee Rosoff & Haft September 1989 - December 1993
Certilman Haft Balin Buckley Kremer & Hyman January 1986 - September 1989
Bernstein Litowitz Berger & Grossmann LLP September 1982 - January 1986
Skills
Employment Law, Employee Relations, Legal Advice, Financial Markets, Human Resources, Trading, Executive Management, Litigation
Education
St. John's University School of Law 1978 — 1981
JD, law
Queens College
FCB Global June 2014 - Present
Diligent Board Member Services August 2013 - Present
Draftfcb June 2005 - July 2013
UBS Investment Bank March 1998 - October 2004
Bear Stearns August 1995 - August 1997
Smith Barney February 1993 - June 1995
Skills
Proofreading, Copy Editing, Blogging, Newsletters, Web Content, Editing, Direct Marketing, Advertising, Creative Strategy, Copywriting, Direct Mail, Brochures, Creative Direction
Education
Wellesley College 1985 — 1989
BA, English
Pratt Institute 1997 — 2000
MLS, Library Science
Guggenheim Partners January 2014 - Present
Guggenheim Partners January 2012 - December 2013
Perella Weinberg Partners February 2010 - August 2011
Jefferies & Company June 2008 - February 2010
Bear Stearns June 2005 - June 2008
Skills
Investments, Private Equity, Venture Capital, Asset Management, Mergers & Acquisitions, Leveraged Finance, Financial Analysis, M&A experience, Digital Media, Media & Entertainment, Start-ups, Portfolio Management, Hedge Funds, Valuation, Business Strategy, Debt & Equity Financing, Securities, Derivatives, Asset Managment, Excel models, Corporate Finance, Credit, Strategy, Mergers, Structured Finance, Buyouts, Fundamental Analysis, Financial Modeling, Risk Arbitrage, Shareholder Activism
Education
Penn State University 2001 — 2005
Bachelor, Economics
Hexagon Securities LLC November 2009 - Present
Bear Stearns 1996 - 2008
Merrill Lynch 1989 - 1996
Chrysler Capital Corp. 1987 - 1989
Education
Purdue University - Krannert School of Management 1984 — 1986
MSM, Finance
University of Michigan 1979 — 1983
BS, Botany
MetLife January 2010 - December 2013
MetLife 2006 - 2009
Metropolitan Life Insurance Company October 2000 - November 2006
Bear Stearns March 1988 - October 2000
Skills
Organizational..., CRM, Leadership, Management, Governance, Business Intelligence, Portfolio Management, PeopleSoft, Crystal Reports, Strategic Planning, Vendor Management, Strategy, Business Analysis, Enterprise Architecture, PMO, Project Management, Team Building, Process Improvement, Outsourcing, Program Management, Management Consulting, SDLC, Business Process..., IT Strategy, Business Process, Project Portfolio..., Information Technology, IT Management
Education
City University of New York-Queens College 1986 — 1990
Computer Science, Arts
Medscape April 2015 - Present
Medscape March 2014 - April 2015
Medscape July 2013 - March 2014
WebMD March 2013 - July 2013
WebMD May 2011 - March 2013
GMI USA Corp December 2010 - May 2011
GMI USA Corp December 2010 - May 2011
Essex County Country Club April 2003 - August 2009
Bear Stearns May 2007 - August 2007
Skills
Detail Oriented, Time Management, Reliability, Organized, Team Oriented, Team-oriented, Salesforce.com, Sales Operations, Product Development, Microsoft Excel, Account Management, Integrated Marketing, Management, Marketing, Microsoft Office, Social Media, Sales, Digital Marketing
Education
Penn State University 2006 — 2010
Bachelor of Sciences, Marketing, International Business
CIEE International Study Center 2008 — 2008
2008
DW Partners, LP December 2010 - Present
JP Morgan September 2008 - December 2010
Bear Stearns May 2006 - September 2008
Education
Penn State University 2002 — 2006
BS, Finance
Hinduja Group December 2008 - Present
One East Capital November 2007 - September 2008
Bear Stearns February 2005 - October 2007
Education
Queen's University 2002 — 2005
MBA, Economics, Finance
Citizen Schools October 2012 - Present
JP Morgan March 2008 - December 2012
Bear Stearns August 2007 - March 2008
Skills
Credit Derivatives, Teaching, Education, Data Entry, Data Analysis, Editing, Microsoft Excel, Microsoft Office, PowerPoint, Access, Information Technology
Education
Queens College 2011 — 2016
Master's degree, Education
Queens College 2001 — 2005
BA, English Literature
BerchWood Partners August 2012 - Present
Cantor Fitzgerald October 2009 - August 2012
Credit Suisse October 2007 - September 2009
Bear Stearns October 1999 - October 2007
Prudential Securities April 1997 - October 1999
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Hedge Funds, Valuation, Financial Modeling, Fixed Income, Alternative Investments, Corporate Finance, Private Placements, High Yield
Education
Penn State University
BS, Finance
University of Pennsylvania - The Wharton School
MBA, Finance
Hicksville Public Schools October 2014 - December 2014
Wantagh Public Schools December 2013 - June 2014
Maharam July 2009 - October 2009
Bear Stearns May 2007 - August 2007
Bear Stearns December 2006 - January 2007
Bear Stearns May 2006 - August 2006
Skills
Teaching, Spanish, Collaborative Learning, Differentiated...
Education
St. John's University 2011 — 2013
Master's Degree, Secondary Education and Teaching, Spanish
Queens College 2010 — 2011
30+ Credits towards Spanish NYS Certification, Spanish Language Teacher Education
University of Maryland College Park 2005 — 2009
B.A., Criminology and Criminal Justice
UNIVERSITAT DE BARCELONA
Morgan Stanley August 2009 - January 2010
ProLibra August 2009 - 2010
SMACK Cosmetics Inc. NY 2004 - 2010
J.P. Morgan June 2008 - June 2009
Bear Stearns 2001 - 2008
Pfizer Pharmaceuticals 1993 - 2001
Education
Queens College 1991 — 1993
MLS, Library and Information Science
Jefferies & Company June 2008 - Present
Bear Stearns/JPM November 2006 - June 2008
Bear Stearns 2006 - 2008
Banc of America Securities December 2004 - October 2006
Instinet Corporation 2000 - 2004
Priceline.com July 2000 - October 2000
Thomson Reuters June 1998 - June 2000
Skills
Business Analysis
Education
Queens College 1994 — 1996
BS, Computer Science
Misys December 2009 - Present
JPMorgan Chase May 2008 - December 2009
Bear Stearns March 2000 - May 2008
Education
Queens College 1984 — 1988
B.A., Accounting
SAP October 2010 - Present
HSBC Capital (USA) Inc. January 2003 - August 2009
HSBC Securites (USA) Inc. February 2000 - December 2002
HSBC Securities (USA) Inc. June 1997 - January 2000
HSBC Securities (USA) Inc. September 1995 - June 1997
Bear Stearns January 1994 - August 1995
Chemical Bank September 1992 - December 1993
Skills
Private Equity, Due Diligence, Mergers, Portfolio Management, Financial Analysis, Investments, Equities, Fixed Income, Credit Analysis, Leveraged Finance, Credit, Business Development, Strategic Planning, Corporate Governance, New Business Development, Credit Risk, Financial Modeling, Venture Capital, Investment Banking, Corporate Finance
Education
Princeton University 1988 — 1992
BA, Sociology
Roxbury Latin
Houlihan Lokey June 2008 - Present
Bear Stearns February 2005 - June 2008
Clarfeld Financial Advisors June 2003 - July 2004
Credit Suisse July 2000 - July 2002
Donaldson, Lufkin & Jenrette September 1998 - July 2000
MediaAmerica 1996 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Event Management, Office Management, Editing, Administrative..., Administrative..., Time Management
Education
Queens College 1993 — 1995
JP Morgan Chase June 2008 - January 2010
Franklin Credit Management 2010 - 2010
Bear Stearns June 2003 - May 2008
Superior Bank, FSB April 1997 - June 2003
Neuberger & Berman Management March 1993 - March 1997
Neuberger Berman 1992 - 1996
City Center of Music and Drama September 1991 - February 1993
Skills
Finance, Loan Servicing, Accounting, MBS, Credit, Fixed Income, CDO, Portfolio Management, Capital Markets, Loans, Structured Finance, Credit Analysis
Education
Queens College 1985 — 1991
Bachelor of Arts, Accounting, Economics
CRT Capital Group May 2011 - Present
Bear Stearns 2004 - 2006
Donaldson, Lufkin & Jenrette/CSFB 1997 - 2004
Goldman Sachs 1996 - 1997
Deutsche Bank Securities 1983 - 1995
Skills
Private Equity, Investment Banking, Hedge Funds, Equities, Capital Markets
Education
Princeton University 1977 — 1981
AB, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Tilden Park Capital Management April 2013 - Present
BlackRock December 1998 - April 2013
Bear Stearns May 1994 - December 1998
Swiss Bank Corporation April 1992 - May 1994
Merrill Lynch 1987 - 1991
Grumman October 1985 - December 1987
Sperry Systems Management May 1982 - November 1985
Skills
Market Data, Fixed Income, Electronic Trading, Trading Systems, Derivatives, Unix, Equities, Java, Credit Derivatives, Portfolio Management, C++, SQL, Sybase, Asset Managment, SDLC, Enterprise Architecture, Linux, Software Development, Trading
Education
Penn State University 1980 — 1982
MS, Computer Science, 3.9
SUNY Stony Brook 1977 — 1980
BS, Applied Mathematics and Statistics, 3.3
Chaminade High School 1973 — 1977
Canaccord Genuity Inc. April 2013 - April 2014
Dahlman Rose & Co. 2010 - March 2013
Raven Securities Corp. 2009 - 2010
RBC 2005 - 2009
Tradition 2003 - 2004
Credit Lyonnais Securities 2001 - 2003
Prudential Securities 1996 - 2001
Bear Stearns 1993 - 1996
Skills
Trading, Securities, Hedge Funds, Electronic Trading, Capital Markets, Series 63, Options, Market Making, Series 7, Fixed Income, Bloomberg, Mutual Funds, Equities, Investments, Equity Trading, Alternative Investments
Education
Penn State University 1989 — 1993
B.S., Economics
JPMorgan Chase June 2011 - Present
JPMorgan Chase August 2009 - June 2011
Bear Stearns January 1994 - March 2008
Bear Stearns 1994 - 2008
Bear Stearns 1994 - 2008
Bear Stearns 1994 - 2008
Education
Queens College 1986 — 1990
BS, Accounting and Economics
Queens College 1986 — 1989
BA, Accounting and Economics
WALT Wines November 2014 - Present
Rutberg & Company July 2013 - December 2014
Charles Creek Vineyard June 2013 - October 2014
Rothstein Kass January 2012 - July 2013
Goldman Sachs September 2011 - December 2011
Burrill & Company October 2010 - August 2011
Barclays Capital September 2008 - August 2010
Barclays Capital June 2005 - August 2010
Lehman Brothers June 2005 - September 2008
Bear Stearns March 2002 - May 2005
Skills
PowerPoint, Online Research, Travel Arrangements, Calendaring, Calendars, Concur, Expense Management, Spreadsheets, Salesforce.com, Outlook, Time Management, Microsoft Excel, Accounting, Expense Reports, PeopleSoft, Management
Education
Queens College City University 1994 — 2002
Bachelor of Arts, Psychology
Queens College 1992 — 2002
BA, Psychology
Fidelity Investments August 2011 - Present
NEC America October 2008 - October 2011
Bear Stearns January 2006 - September 2008
Citigroup January 2005 - January 2006
Hyatt Regency January 1998 - January 2005
Education
Penn State University 1996 — 1998
Masters, Finance
Bank of America Merrill Lynch April 2011 - Present
UBS Investment Bank February 2001 - March 2011
Bear Stearns October 1995 - January 2001
Linnco Futures Group December 1994 - September 1995
Alaron Trading June 1993 - November 1994
Skills
Trading, Technical Analysis, Options, Hedge Funds, Equities
Education
Purdue University 1989 — 1993
B.A. Agricultural Economics
Bear Stearns 2000 - 2007
SG Cowen November 1998 - October 2000
Education
Pratt Institute 1986 — 1990
Bachelor of Fine Arts (BFA), Photography
Robertson Stephens 2001 - 2002
Mercata, Inc 2000 - 2001
Bear Stearns 1994 - 2000
The Blackstone Group 1991 - 1994
Credit Suisse First Boston 1986 - 1991
Skills
Investment Banking, Finance, Management, Private Equity, Equity Capital Markets, Investments, Mergers & Acquisitions, Hedge Funds, Emerging Markets
Education
Princeton University 1980 — 1986
A.B. cum laude, Psychology/Neuroscience
Bear Stearns 1999 - 2002
Education
Princeton University
Bachelor of Arts (B.A.)
Lagardère Unlimited November 2013 - Present
Miller Tabak + Co., LLC 2011 - April 2013
Citi June 2008 - March 2011
Bear Stearns February 2008 - June 2008
Deloitte November 2005 - February 2008
Grassi & Co. January 2005 - November 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Financial Reporting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Cash Flow, Cash Management, Balance Sheet
Education
Queens College
Bachelor of Arts (B.A.), Accounting
Van Buren
Cambridge International Securities January 1999 - Present
Credit Lyonnais Securities January 1995 - November 1998
Bear Stearns March 1993 - November 1995
Swiss Bank Corporation June 1989 - March 1993
UBS Securities Co., Ltd January 1985 - May 1989
Dean Witter Reynolds March 1983 - January 1985
Skills
Fixed Income, Management, Capital Markets
Education
Queens College
Bachelor of Arts (BA), Economics
JPMorgan Chase & Co. 1982 - Present
Bear, Stearns May 1972 - September 1982
Skills
Microsoft Office, Microsoft Outlook, Meeting Scheduling, Presentations, Office Administration
Education
Queens College 1967 — 1969
Morgan Stanley 2010 - Present
BNP Paribas 2005 - 2010
Bear Stearns 1998 - 2005
Salomon Brothers 1996 - 1998
Skills
Risk Management, Wealth Management, CCAR, Modeling
Education
Princeton University 1991 — 1996
Doctor of Philosophy (Ph.D.), Operations Research
University of Science & Technology of China
Bachelor of Science (BS)