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
Goldman Sachs June 2014 - Present
Morgan Stanley March 2011 - April 2014
Deutsche Bank August 2007 - March 2011
Bear Stearns 2005 - 2007
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Capital Markets, M&A experience, Corporate Finance, Hedge Funds, LBO, Equity Research, Fixed Income, Private Equity, Bloomberg, Equity Valuation, Emerging Markets, DCF, Alternative Investments, Venture Capital, Equity Capital Markets, Corporate Development, Mergers
Education
Saint Louis University
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Citi February 1992 - Present
Bear Stearns November 1990 - February 1992
Skills
English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Negotiation, Analysis, Asset Management, Investments, Sales, Management, Strategic Planning
Education
San Diego State University-California State University 1984 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
San Diego State University
Bachelor of Business Administration - Finance, Finance
Denis A Miller Insurance September 2015 - Present
The CHAIN November 2013 - Present
Kuttin-Metis Wealth Management a private wealth advisory practice of Ameriprise Financial May 2014 - August 2015
Ameriprise Financial Services, Inc. January 2012 - May 2014
MATA DEL PLATANO ESTATES S April 2007 - March 2012
OHEKA CASTLE, HOTEL AND ESTATE February 2011 - October 2011
Oheka Castle September 2010 - October 2011
Oheka Castle May 2008 - February 2011
BEAR STEARNS SECURITIES, INC October 2005 - April 2008
Bear Stearns 2000 - 2007
Skills
Management, Finance, Investments, Fixed Income, Sales, Portfolio Management, Asset Management, Equities, Capital Markets, Leadership
Education
Siena College 1994 — 1998
BA, Sociology
Chaminade High School 1990 — 1994
H.S. Degree
Orinda Taxi March 2013 - Present
Hornblower Cruises & Events 2010 - Present
Polycom October 2010 - 2011
Bear Stearns 2008 - 2008
Thomas Weisel Partners 2006 - 2008
JP Morgan Partners / Panorama Capital, San Francisco, CA 2005 - 2006
Fibrogen 2004 - 2005
InterMune 2001 - 2003
Axys Pharmaceuticals 1998 - 2001
Axys Pharmaceuticals 1998 - 2001
Skills
Microsoft Excel, Marketing, Concur, Microsoft Word, Outlook, Administrative..., Access
Education
St. Mary's College of California 1996 — 1998
Certificate Program, Paralegal
Self Employed August 2001 - Present
Bear Stearns November 1993 - August 2001
Dialectics Inc. November 1973 - November 1993
Skills
Public Speaking, Social Media, Editing, Creative Writing
Education
Smith College 1962 — 1966
Bachelor of Arts with Distinction, Psychology
Seafarer Capital Partners July 2015 - Present
Niemann Capital Management February 2009 - February 2010
Bear Stearns December 2006 - February 2009
Echo Trade October 2005 - May 2006
AIG SunAmerica Asset Management November 2004 - October 2005
Education
Santa Clara University - Leavey School of Business 2010 — 2012
MBA, Finance
San Jose State University
Bachelor of Science, Business Administration; Finance
FSH Society February 2014 - Present
Cinco Resources, Inc. 2011 - Present
Weeden & Co, LP June 2008 - July 2010
Newton Country Day School 1994 - 2010
Bear Stearns 1998 - 2008
Skills
Equities, Equity Research, Equity Valuation, Options, Corporate Finance, Investments, Valuation, Private Equity, Fixed Income, Mergers & Acquisitions, Investment Banking, Alternative Investments, Hedge Funds, Asset Management, Due Diligence, Bloomberg, Financial Analysis, Risk Management, Financial Modeling, Portfolio Management, Derivatives, Capital Markets, Trading, Investment Strategies, Investor Relations, Commodity
Education
Skidmore College
American School of the Hague
Newton Country Day School of the Sacred Heart
Cantor Fitzgerald May 2015 - Present
Convergex April 2014 - April 2015
J.P. Morgan June 2008 - April 2014
Bear Stearns August 2005 - June 2008
Skills
Series 7, Derivatives, Equities, Hedge Funds, Alternative Investments, Fixed Income, Series 63, Securities, Investments, Capital Markets, FX trading, Financial Futures, Multi-asset class..., Derivative based..., Trading cost and risk..., Portfolio sales trader, Asset owner..., Statistical analysis, Sales & Marketing..., Manage Client..., Portfolio restructurings, Portfolio Management, FX Options, Financial Risk, Financial Services, Statistics, Finance, Bloomberg, Electronic Trading, Equity Trading, Mutual Funds, Trading Systems
Education
CFA Institute 2003 — 2006
CFA
Pace University 2000 — 2002
MBA, Finance/Marketing
Rutgers, The State University of New Jersey-Newark 1992 — 1996
Bachelor of Science (B.S.), Finance/Economics
Women's Wear Daily July 2015 - Present
Forbes March 2015 - Present
Stansberry Research July 2014 - October 2014
TheStreet.com June 2006 - June 2014
Bear Stearns June 1992 - October 2006
American Capital Mutual Funds December 1989 - May 1992
Underwood Neuhaus & Co November 1988 - December 1989
Merrill Lynch December 1986 - November 1988
Underwood Neuhaus 1987 - 1988
Skills
Journalism, Video, Writing, Editing, New Media, Digital Media, Editorial, News Writing, Copy Editing, Online Journalism, Producing, Social Media, Copywriting, Bonds, Content Development, Equity Research, Web Content, Business Journalism, Feature Articles, Media Relations, Securities, Fixed Income, Content Management, Trading, Blogging, Content Strategy, Storytelling, AP Style, Headline Writing, Publishing, Newsletters, Magazines
Education
New York University 2006 — 2008
MA; certificate, Journalism; Business & Economic Reporting
University of Houston 1982 — 1984
Bachelor of Arts, Social Sciences
San Jacinto College 1979 — 1982
AA, Theatre
Forest Park High School 1975 — 1979
HS, Theatre/Theater
Deutsche Bank Asset and Wealth Management September 2013 - August 2014
Robert W. Baird & Co. July 2010 - September 2013
Wells Fargo Private Bank August 2007 - July 2010
Bear Stearns January 2005 - September 2006
Lehman Brothers December 1985 - January 2005
Skills
Wealth Management, Series 7, Investment Banking, Financial Advisory, Equities, Equity Research, Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management..., Securities, Series 63, Mutual Funds, Investments, Portfolio Management
Education
Saint Louis University 1978 — 1982
BA, Psychology
St. Paul's School 1974 — 1978
High School Diploma
School of the Holy Child-Old Westbury 1968 — 1973
Morgan Stanley 1998 - Present
Bear Stearns 1996 - 1998
BSG 1995 - 1996
Citi 1989 - 1995
Skills
Product Management, Project Delivery, Vendor Management, Financial Services, IT Strategy, Business Analysis, Risk Management, SDLC, Enterprise Architecture, Program Management, Management, Project Management, Project Portfolio..., IT Management, Software Project...
Education
Skidmore College
Biology/Anthropology
The George Washington University
Physical and Biological Anthropology/ Museum Studies
Wells Fargo Advisors, LLC January 2008 - Present
UBS Wealth Management May 2001 - January 2008
Bear Stearns April 1991 - May 2001
Donaldson, Lufkin & Jenrette April 1989 - April 1991
Shearson Lehman 1987 - 1989
Education
San Jose State University
Masters, Economics
DTCC March 2012 - Present
BNY Mellon August 2010 - October 2011
The Bank of New York Mellon August 2010 - October 2011
Bear Stearns & Co - IT Division 1989 - January 2009
Bear Stearns 1989 - 2009
Smith Barney September 1981 - November 1989
Education
Saint Peter's University
Stephens Inc. April 2015 - Present
Sterne Agee May 2014 - April 2015
KBW October 2004 - February 2013
Bear Stearns April 1996 - June 2004
Skills
Portfolio Management, Mergers & Acquisitions, Options
Education
Salve Regina University 1991 — 1995
Keefe, Bruyette & Woods April 2013 - Present
Eagle Asset Management October 2008 - January 2010
Lehman Brothers August 2008 - October 2008
Bear Stearns June 2004 - August 2008
Smith Barney March 2003 - May 2003
Banc of America Securities October 2000 - March 2003
PaineWebber September 1999 - September 2000
Skills
Equity Research, Portfolio Management, Investments, Stock Picking, Financial Analysis, Financial Modeling, Valuation, Financial Sector, Industrial Sector, Accounting, Taxation, Securities, Finance, Financial Services, Investment Strategies, Asset Management
Education
Seton Hall University 1998 — 2002
MBA, Finance, GPA: 3.69
Seton Hall University 1994 — 1996
MS, Taxation, GPA: 3.50
Seton Hall University 1989 — 1993
BS, Accounting, GPA: 3.45
The Royal Bank of Scotland November 2010 - Present
Macquarie Securities February 2009 - November 2010
Bear Stearns September 2000 - August 2008
BNP Paribas 1995 - 2000
Skills
Microsoft Office, Graphic Design, Administration, Editing, Writing, English, Illustrator, Internet, Lotus Notes, Newsletters, QuarkXPress, Visio, Technical Writing, Equity Research, Proofreading, System Administration, Research, Marketing Communications, Corporate Communications, Content Management, Equities, Fixed Income, Investment Banking, Economics, Capital Markets, Financial Markets
Education
Sarah Lawrence College
BA Liberal Arts
Isle Empire Pictures February 2010 - Present
ArvitFood July 2007 - January 2010
First Mercantile Partners July 2004 - May 2007
Bear Stearns August 2001 - July 2004
Salomon Smith Barney March 1999 - June 2001
Skills
Entertainment, Film, Television, Social Media, Social Media Marketing, Marketing Strategy, Digital Media, Video Production, Entrepreneurship, Film Production, Start-ups, Music, Strategic Planning, Event Management, Marketing
Education
San Diego State University-California State University 1997 — 2001
Bachelor of Science (BS), Finance, General
Tamalpais High 1995 — 1997
Highschool Diploma
Samsung Electronics America June 2014 - Present
Samsung Electronics America, Inc February 2013 - June 2014
EK Success September 2009 - December 2012
Macy's April 2008 - September 2009
JPMorgan Chase December 2006 - June 2007
JP Morgan Chase April 2005 - December 2006
JP Morgan Chase May 2000 - April 2005
The Chase Manhattan Bank August 1998 - May 2000
The Chase Manhattan Bank April 1998 - August 1998
Bear Stearns December 1997 - March 1998
Skills
Word, Outlook, Excel, PowerPoint, Access, Business Intelligence, WebIntelligence, Microsoft Excel, Writing, Microsoft Office, Process Improvement, Web Intelligence, Data Analysis, Accounting, Leadership, Team Building, Project Planning, Human Resources, QuickBooks, Marketing, Marketing Communications, Team Leadership, Microsoft Word, Financial Analysis, Event Planning, SAP, E-commerce, Reverse Flow Management, Budgets, Forecasting, Training, Sales, Strategic Planning, Negotiation, Management, Merchandising, Inventory Management, Customer Service, Market Research, Account Management, Social Media, Pricing, Event Management, Product Development, Marketing Strategy, Cross-functional Team..., Social Media Marketing, Sales Operations, Sales Management
Education
Rutgers, The State University of New Jersey-Newark
BS, Accounting
Coppola Design 2004 - Present
The College of Saint Rose 2006 - 2014
The Sage Colleges 2003 - 2004
Bear Stearns 1998 - 2003
HLW International LLP 1994 - 1998
Fairchild Publishing 1992 - 1994
Lyons, Lavey, Nickel, Swift 1992 - 1994
Skills
Graphic Design, Brochures, Logo Design, Advertising, Marketing Communications, Posters, Teaching, Business Cards, Art Direction, Corporate Identity, Annual Reports, Packaging, Print Management, Project Management, Production, Magazines, Photography, Fundraising, Promotions, Pre-press
Education
School of Visual Arts
Bachelor of Fine Arts (BFA)
Rogers Wood Hill Starman & Gustason PA February 2011 - Present
Regions Bank April 2007 - December 2010
First American Home Warranty Corp March 2006 - November 2006
Alliance Capital Management February 2004 - April 2005
Deutsche Asset Management July 2002 - February 2004
Bear Stearns July 1999 - September 2000
Barclays Capital July 1998 - July 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, QuickBooks, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Tax, Accounts Payable
Education
St. John's University 1994 — 1998
B.S, Economics
Coldwell Banker / NRT LLC October 2014 - Present
USM Aquisitions April 2014 - October 2014
Harcourts USA 2008 - January 2014
Bear Stearns January 2007 - December 2007
Deutsche Bank/Mortgage IT May 2005 - June 2006
Lehman Brothers/Finance America April 2000 - April 2005
various 1994 - March 2000
Skills
Real Estate, Investment Properties, Sellers, First Time Home Buyers, Investors, REO, Referrals, Real Estate Transactions, Residential Homes, Selling, Foreclosures, Property Management, Buyer Representation, Condos, Luxury, Short Sales, Single Family Homes, Relocation, Negotiation, Investments, Contract Negotiation, Marketing, Small Business, Property, Listings, HUD, Buyers, Sales, Commercial Real Estate, FHA, Leadership, Townhomes
Education
San Francisco State University, College of Business 1989 — 1994
Frankfurt American High School
Bear Stearns 1987 - 2002
The First Boston Corporation 1978 - 1986
Education
Graduate School of Business, Stanford University
MBA
Smith College
BA, Economics
Eli Lilly and Company February 2015 - Present
Eli Lilly and Company November 2014 - January 2015
Eli Lilly and Company September 2013 - October 2014
Eli Lilly and Company February 2012 - August 2013
Eli Lilly and Company June 2011 - February 2012
Eli Lilly and Company November 2010 - June 2011
Eli Lilly and Company January 2010 - October 2010
Eli Lilly and Company June 2007 - December 2009
St. Bonaventure University August 2006 - May 2007
Bear Stearns May 2006 - August 2006
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Cardiology, Competitive Intelligence, Neuroscience, ADHD, Global Marketing
Education
Saint Bonaventure University 2005 — 2007
M.B.A., Marketing/Management
Saint Bonaventure University 2002 — 2006
B.B.A., Marketing
Umbra Institute, Perugia, Italy 2004 — 2004
Art History and Natural World
PRO Unlimited August 2014 - Present
Adecco August 2008 - July 2014
American Home Mortgage March 2006 - November 2007
GLOBAL HOME LOANS & FINANCE May 2004 - March 2006
IDEAL MORTGAGE BANKERS LTD June 2003 - May 2004
GILFORD SECURITIES, INC April 2000 - October 2002
CFS BANK April 1999 - March 2000
Bear Stearns June 1996 - January 1999
Skills
Account Reconciliation, Accruals, Bank Reconciliation, Income Statement, Payments, Cash, Journal Entries, General Ledger, PeopleSoft, Financial Reporting, Accounts Payable, Accounts Receivable
Education
St. John's University 1992 — 1996
BS
JONES-BLAIR Company March 2015 - Present
Hilti December 2008 - Present
Bear Stearns June 2003 - October 2007
Encore Credit Corp 2003 - 2007
Bear Stearns / Encore Credit Residential Lending 2003 - 2007
Accredited Home Lenders 2000 - 2002
centex home equity corporation 1997 - 2001
Education
Siena College 1988 — 1992
American Express April 2013 - Present
American Express March 2012 - March 2013
American Express Business Insights April 2010 - March 2012
American Express April 2008 - April 2010
Bear Stearns 2002 - 2007
Skills
Analytics, Segmentation, Financial Modeling, Credit Cards, Financial Services, Relationship Management, SAS, Portfolio Management, Risk Management, Financial Analysis, Valuation, Business Analysis, Finance, Strategy, Analysis, Management, Strategic Partnerships, Marketing Strategy, Business Strategy, Consulting, Business Development, Strategic Planning, CRM, Marketing
Education
Saint Bonaventure University 1997 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services
Columbia University
Statistics
Spire Group, PC May 2014 - Present
D2 Creative April 2013 - January 2014
Bessemer Trust 2006 - March 2013
Bear Stearns 2004 - 2006
Bausch & Lomb May 2003 - August 2003
Skills
Event Planning, Marketing, Project Management, Brand Management, Email Marketing, Print Production Process, Direct Marketing, Corporate Website..., Strategic Planning, Strategic Communications, Management, Marketing Strategy, Social Media, Creative Direction, Social Media Marketing, Advertising
Education
Saint Bonaventure University 2001 — 2005
B.B.A., Finance, Economics
Our Lady of Mercy High School
Societe Generale Corporate and Investment Banking - SG CIB July 2014 - Present
State Street Bank July 2013 - July 2014
Bank of America July 2010 - July 2013
Fidessa June 2006 - July 2010
Banco Santander January 2010 - June 2010
RBCFl June 2009 - June 2009
Bank of America July 2008 - March 2009
State Street Bank April 2008 - July 2008
Bear Stearns September 2007 - November 2007
Edward Jones March 2007 - June 2007
Skills
Fidessa, Trading Systems, Equities, Derivatives, Trading, Business Analysis, Equity Trading, Sybase, Order Management, Low Latency, Databases, Electronic Trading, Market Data, Equity Derivatives, Options, Fixed Income, Middle Office
Education
Siena College 2002 — 2006
B.S, Computer Science
Università Cattolica del Sacro Cuore 2004 — 2005
West Newton Consulting LLC October 2011 - Present
Loomis, Sayles & Company 2006 - 2011
Lazard Asset Management 2001 - 2005
Bear Stearns 1999 - 2001
AlliedSignal 1994 - 1999
PriceWaterhouse LLP 1992 - 1994
McDonnell Douglas 1988 - 1992
Skills
Equity Research, Financial Modeling, Financial Analysis, Capital Markets, Investor Relations, Finance, Competitive Analysis, Equity Valuation, Buy-side, Investments, Bloomberg, Portfolio Management, Leadership, Financial Reporting, Business Profitability, Strategic Planning, Industry Analysis, Strategic Financial..., Fundamental Research, Value Investing, Sell Side, Sector Analysis, Asset Management, Relative Value, Management Consulting, Controllership Functions, Internal Controls, Strategy, Valuation, Private Equity, Accounting, Hedge Funds, Capital Raising, Due Diligence
Education
Saint Louis University
Master of Accounting, Business (Accounting, Finance)
EY May 2014 - Present
PwC November 2011 - March 2014
Interactive Data November 2010 - November 2011
Lehman Brothers Holdings Inc. April 2010 - October 2010
JP Morgan Chase (formerly Bear Stearns) March 2008 - December 2009
Bear Stearns January 2005 - March 2008
Taylor Rafferty May 2004 - September 2004
Merrill Lynch September 2003 - January 2004
Mahi Enterprises September 2002 - December 2003
Skills
Fixed Income, Credit Derivatives, Bloomberg, Derivatives, Capital Markets, Valuation, Bonds, Trading, Options, Trading Systems, Swaps, Middle Office, Interest Rate..., Structured Products, CDS, Financial Risk, Structured Finance, Banking, Investments, Finance
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Bachelor of Science, Finance & Mathematics
Saginaw Valley State University 2001 — 2002
Bachelor of Science, Finance
Bishop Cottons Boys School 1998 — 2000
Bishop Cottons Boys School 1998 — 2000
High School
Noreco March 2015 - Present
Panoro Energy October 2014 - Present
GasFrac Energy Services May 2014 - Present
Nanes Balkany Partners 2008 - Present
Etats-Unis et Canada November 2011 - June 2012
Nanes Delorme Capital Management LLC February 2005 - January 2012
Toreador Resources Corporation January 2009 - March 2011
Pierson 2004 - 2005
Bear Stearns June 2002 - September 2002
Skills
Mergers & Acquisitions, Due Diligence, Business Strategy, Joint Ventures, Strategic Planning, French, Contract Negotiation, Financial Analysis, Financial Modeling, Energy, International Relations, Entrepreneurship, Français, Fusions et acquisitions, Stratégie commerciale, Énergie
Education
UC Berkeley 2002 — 2003
Institut d'Etudes politiques de Strasbourg 2000 — 2003
Thermal Solutions International February 2010 - Present
Clear Channel Communications September 1998 - April 2004
Bear Stearns April 1996 - July 1998
Skills
Negotiation, Vendor Relations, Purchasing, New Business Development, Account Management, Customer Service, Direct Sales, Sales, Leadership, Income Statement, Inventory Management, Training, Restaurants, Profit, Forecasting, Retail, Hiring, Food, Time Management, Customer Satisfaction, Sales Operations, Food Service, Hospitality, Team Building, Pricing, P&L Management, P&L, Operations Management, Franchising, Food & Beverage, Sales Management, Marketing Strategy, Market Planning, Employee Training, POS, Budgets, Business Planning, Inventory Control, Contract Negotiation, Management, Restaurant Management, Hospitality Management, Wine, B2B, Process Scheduler, Profit Maximization, Food Safety, Catering, Recruiting, Culinary Skills
Education
Shorter University 1988 — 1991
BS, Science
American Century Investments December 2012 - September 2013
Alpine Funds December 2011 - June 2012
Legg Mason March 2010 - December 2011
Legg Mason March 2006 - March 2010
Citigroup Asset Management May 2004 - March 2006
Bear Stearns May 2002 - May 2004
Smith Barney August 2000 - May 2002
Skills
Separately Managed..., Series 63, Series 7, Mutual Funds, Series 65, Uniform Combined State..., Series 6, ETFs, Alternative Investments, Wealth Management, Securities, Retirement Planning
Education
State University of New York College at Cortland 1997 — 2000
Business Economics, Financial Management Concentration, Mathematics Minor
St. Bonaventure University 1996 — 1997
Mathematics
Solomon Financial Consulting, LLC June 2009 - Present
Merrill Lynch & Co. March 2006 - June 2009
UBS Investment Bank October 2004 - March 2006
UBS Investment Bank January 2000 - October 2004
Bear Stearns 1992 - 2000
Bear Stearns 1989 - 1992
Skills
Financial Modeling, Financial Reporting, QuickBooks, Equities, Financial Analysis, Accounting, Internal Controls, Due Diligence, Mergers
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1986
B.A., Accounting
Eaton Electrical January 2006 - Present
Bear Stearns January 1998 - December 2005
Dow Jones Telerate September 1987 - January 1998
Skills
Vendor Management, Process Improvement, Electronic Trading, Strategic Planning, Project Management, Product Management, Six Sigma, Change Management, Fixed Income, Business Analysis, Business Development, Mergers, Outsourcing, Risk Management
Education
Saint Peter's University 1983 — 1987
BS, Business Management & Economics
Academy of St. Aloysius 1979 — 1983
HIgh School, College Prep
Seminar Attendee
Morgan Stanley July 2015 - Present
RBC Capital Markets October 2010 - June 2015
Bear Stearns September 1999 - December 2008
First Albany Capital February 1996 - September 1999
Education
Siena College 1994 — 1998
BBA, Accounting
PwC October 2014 - Present
PwC August 2011 - Present
Global Softek August 2005 - Present
Ascend - Metro New York June 2011 - November 2012
BRAC USA (JP Morgan Chase Public Service) May 2008 - August 2008
Bear Stearns May 2008 - May 2008
UBS May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Due Diligence, Mergers, Financial Risk, Financial Reporting, Investments, Financial Analysis, Valuation, Private Equity, Mergers & Acquisitions, Corporate Finance
Education
CFA 2008 — 2011
CPA 2010 — 2010
CAIA 2011 — 2012
CAIA Level 2
City University of New York-Baruch College 2009 — 2011
MS, Accounting
Rutgers, The State University of New Jersey-Newark 2005 — 2009
BS, Finance and Economics
The Hyderabad Public School 2002 — 2004
Accounts, Economics and Commerce
St. Josephs Public School 1991 — 2002
Self Employed 2007 - Present
Distinctive Designs May 1997 - 2007
Medical University of South Carolina October 1991 - July 1997
Bear Stearns August 1987 - August 1989
Skills
AutoCAD, Project Planning, Budget Allocation, Real Estate License, Interior Design, Project Coordination, Project Manager, Design Development, Project Management, Space planning, Renovation, Interior Architecture, CAD, Sketching, Floor Plans, Design Management, Design Research, Construction, Customer Service, Strategic Planning, Contract Negotiation, Photoshop, Budgets, New Business Development, Textiles, Trend Analysis, Architectural Drawings, 3D rendering, Graphic Design, Art, Fashion, Image Editing, Photography, Retail, Fine Art, Event Planning, Social Networking
Education
Armstrong Atlantic State University 2012 — 2013
Coursework Towards Masters in Health Service Administration, Health/Health Care Administration/Management
Savannah College of Art and Design 1989 — 1991
Masters Degree in Fine Arts, Interior Architecture
The University of Georgia 1984 — 1987
Bachelor of Science, Psychology
Rockstar Energy Drink September 2014 - Present
Peter N LeClair Enterprises LLC July 2013 - Present
Nord Capital Advisors, LLC July 2011 - August 2012
Western Union Business Solutions March 2011 - July 2011
Peoples Education April 2007 - November 2009
AMERICAN PAPER COMPANY April 2006 - April 2007
Bear Stearns April 2000 - April 2002
Skills
Competitive Analysis, Marketing, Business Development, Proposal Writing, Customer Service, Project Coordination, Start-ups, Compliance, Accounts Payable, ADP Payroll, Budget, New Business Development, Sales Management, Salesforce.com, Budgets, Territory Management..., Competitive Market..., Product Positioning and..., Continuous Process..., Leadership, Training,..., Marketing Strategies..., Untapped Market..., Excellent Presentation,..., Problem Resolution and..., Management, Leadership, Lead Generation, Sales, Negotiation, Sales Process, Selling, Marketing Strategy, Sales Operations, Program Management, Cold Calling, Product Management, Time Management, Sales Presentations
Education
Saint Leo University 1986 — 1987
Liberal Arts and Sciences/Liberal Studies
St Joseph Regional HS 1981 — 1985
High School, College Preparatory
Saint Peter's University Hospital December 2007 - Present
Career Gaudium May 2014 - Present
American Rink Owners Association 2014 - Present
DVTel July 2010 - Present
DVTel 2010 - Present
Saint Peter's University Hospital 2007 - 2010
Bear Stearns April 1987 - August 2008
Skills
Program Management, Strategic Planning, Business Strategy, Series 7, Securities, Alternative Investments, Mergers & Acquisitions, Management, Financial Analysis, Private Equity, Executive Management, Recruiting, Vendor Management, Investments, Investment Banking, Financial Services, Analysis, Risk Management, Customer Service, Hedge Funds, Leadership Development, Cross-functional Team..., Fixed Income, Budgets, IT Strategy, Team Building, Venture Capital, Portfolio Management, Public Speaking, Coaching, Asset Management, Leadership, Operations Management, Capital Markets, Equities, Due Diligence, Project Management, Financial Modeling, Business Analysis, Process Improvement, Strategy, Social Media, Investment Management, Performance Management, Marketing, Integration, Corporate Finance, Change Management, Negotiation, Sales
Education
Pace Universiity Lubin School of Business 1985 — 1989
MBA, Strategic Management
Rutgers University-New Brunswick 1979 — 1983
BS, Industrial Engineering
MSGR Farrell 1977 — 1979
Lutetium Capital January 2013 - Present
Trilogy Capital LLC April 2008 - January 2013
UBS Securities Co., Ltd April 2001 - March 2008
Bear Stearns 1997 - 2001
US Army 1985 - 2000
Halcyon Asset Management 1994 - 1997
Skills
Hedge Funds, High Yield, Asset Managment, Special Situations, Structured Products, Asset Management, Value Investing, Structured Finance, Investments, Leveraged Finance, Financial Modeling, Valuation, CDS, Equity Valuation, Electronic Trading, Emerging Markets, Series 7, ETFs, Securities, Proprietary Trading, Mezzanine, Options, LBO, Capital Structure, Financial Markets, Trading Strategies, Private Placements, Swaps, Investment Management, Corporate Finance, Buy-side, Hedging, FX Options, Financial Structuring, Equity Trading, Venture Capital, Series 63, Investment Strategies, Asset Allocation, Fund Of Funds, Chartered Financial..., Global Macro, Volatility, Institutional..., Commodity, Trading Systems, Securitization, CDO, Market Making, Fixed Income Analysis
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1989
Bachelors, Economics
Rutgers Graduate School 2006 — 2009
Masters, Economics
MUFG Americas January 2015 - Present
NYSE Euronext July 2011 - November 2014
Morgan Stanley December 2010 - July 2011
NYSE Euronext December 2009 - December 2010
NYFIX June 2008 - December 2009
Bear Stearns February 1998 - June 2008
bear stearns 1998 - 2008
Salomon Brothers January 1997 - February 1998
ADP September 1995 - January 1997
Salomon Brothers February 1985 - September 1995
Skills
Disaster Recovery, Computer Network..., Data Center, IT Strategy, Operations Management, Program Management, Integration, Project Management, ITIL, Change Management, CRM, Business Development, IVR, Vendor Management, Market Data, Telecommunications, Leadership, VoIP, Portfolio Management, Cloud Computing, Management, Risk Management, Fantasy Football, System Administration, Team Building, Infrastructure, Securities, Derivatives, Hedge Funds, IT Management, Service Level Agreements, Investment Banking, Training, SDLC, Electronic Trading, WiFi, Asset Management, Mergers & Acquisitions, Fixed Income, Strategy, Outsourcing, Business Continuity, Equities, Technical Support, Trading Systems, Process Improvement, Business Strategy, Business Process..., Time Management, Financial Services
Education
Saint Peter's University 1989 — 1997
BS, Business Management
Media Mix 365 January 2014 - Present
Top Earners Inc 2008 - 2013
Lending 1st Mortgage 2004 - 2008
Genisys Financial Corp 2001 - 2004
Pacific Shore Funding 1994 - 2001
Bear Stearns 1992 - 1994
Skills
Strategy, Start-ups, Mergers & Acquisitions, Finance, Strategic Planning, Customer Service, Sales, Marketing Strategy, New Business Development, Executive Management, Portfolio Management, Business Strategy, Mortgage Lending, Budgets, Sales Management, Business Development, Renewable Energy
Education
San Diego State University-California State University 1983 — 1987
Bachelor of Business Administration (BBA), Finance and Financial Management Services
JST Management, LLC January 2012 - Present
West County Investment Group January 2009 - Present
Skydive City, Inc. October 1990 - Present
Provident Investment Counsel November 1999 - December 2008
Bear Stearns February 1999 - November 1999
ARCO Investment Management April 1993 - December 1998
Raymond James 1990 - 1992
Altman Brenner Wasserman 1985 - 1989
EF Hutton 1981 - 1985
Skills
Alternative Investments, Equities, Equity Research, Portfolio Management, Investments, Due Diligence, Hedge Funds, Investor Relations, Financial Analysis, Trading, Equity Valuation, Business Valuation, Investment Management, Financial Modeling, Analysis
Education
Western New England University School of Law 2012 — 2015
Juris Doctor (J.D.), Cum Laude
Savannah State University 1992 — 1992
Accounting
New York University - Leonard N. Stern School of Business 1979 — 1981
M.B.A., Finance
University of Vermont 1974 — 1978
B.S., Finance
Northfield Mount Hermon School 1970 — 1974
Goldman Sachs July 2010 - Present
Capgemini September 2001 - November 2010
Vonage January 2008 - December 2009
Bear Stearns January 2007 - December 2007
Alcatel-Lucent January 2006 - December 2007
Time Warner Cable January 2005 - December 2006
Merrill Lynch January 2004 - December 2005
Swiss Re September 2001 - January 2003
AT&T January 1999 - August 2001
IBM September 1997 - December 1998
Education
Savannah College of Art and Design 1995 — 1996
MFA (not complete), Computer art
University of Mysore 1990 — 1994
Bachelor of Engineering, Computer Science
Numara \ BMC October 2007 - April 2013
Managed Business LLC October 2005 - July 2006
Bear Stearns 1999 - 2005
Paragon Computer Professionals 1997 - 1999
TECHNOLOGY SERVICE SOLUTIONS 1987 - 1997
RCA Data Services May 1977 - February 1987
Skills
Numara Footprints, Servers, TCP/IP, Unix, Operating Systems, Security, Windows Server, DHCP, Microsoft Exchange, Troubleshooting, Technical Support, Network Administration, Firewalls, Footprints, System Administration, Integration, ITIL, Linux, SQL, System Deployment, Windows, HP, Hardware, Enterprise Software, WAN, IT Service Management, BMC Remedy, Group Policy
Education
Morristown High School 1968 — 1972
Saint Peter's University 1968 — 1972
Barclays Capital June 2011 - Present
Credit Suisse March 2010 - June 2011
BNP Paribas January 2010 - March 2010
Quantitative Models and Capital Management December 2008 - December 2009
Bear Stearns April 2004 - December 2008
Salomon Smith Barney March 2000 - April 2004
Societte Generale 2000 - 2001
Bachelder 1996 - 2001
Bachelder Group April 1998 - January 2000
Skills
C++, Java, Network Programming, Low Latency, Messaging, FX trading, Futures, Fixed Income Trading, Rates, Equity Trading, Derivatives, Algo, Proprietary Trading, Boost C++, TBB, Trading Systems, FIX, High Frequency Trading, Electronic Trading, Management, Statistical Arbitrage, Index Arbitrage, Volatility Arbitrage, Fixed Income, Risk Management, Equities, Trading, Commodity, Investment Banking, Hedge Funds, ETFs, Quantitative Investing, Trading System, Credit Derivatives, Equity Derivatives, Prime Brokerage, Options, Swaps, Quantitative Finance, Market Data, FX Options, Interest Rate..., Market Risk, Market Making, Financial Services, Interest Rate Swaps, Exchange Connectivity, Structured Products, Bonds, Volatility
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
MBA
University of Chemical Technology 1978 — 1984
M.S.
Bank of America January 2014 - Present
Prudential Financial February 2012 - December 2013
JPMorgan June 2008 - February 2012
Bear Stearns October 2003 - June 2008
Agrema Technologies Inc November 1999 - November 2006
Lehman Brothers January 1999 - October 2003
TIAA-CREF February 1994 - November 1999
Standard Chartered Bank 1994 - 1994
Bank of America 1992 - 1994
Tata Motors 1990 - 1992
Skills
Prime Brokerage, Fixed Income, Trading Systems, Electronic Trading, SDLC, Market Data, Equities, Equity Derivatives, Hedge Funds, Credit Derivatives, Interest Rate..., Capital Markets, Project Management, Investment Banking, Sybase, Derivatives, Investment Management, Management, Enterprise Software, Options, Back Office, FX Options, Market Risk, Financial Services, Securities, ACORD, Vendor Integration, Broker-Dealer, Wealth Management
Education
Sardar Patel University
BS, Engineering
US Bank May 2011 - Present
West Coast Bank 2008 - May 2011
Bear Stearns January 2007 - March 2008
Stevens School of Enginnering 2005 - 2006
L&T Infotech February 2004 - December 2004
Skills
SDLC, Java Enterprise Edition, Microsoft SQL Server
Education
Stevens Institute of Technology 2005 — 2006
Convent of Jesus & Mary School
HSc, Science
IPCL
Sardar Patel University
UnderGrad, Computer Science
Markit January 2013 - Present
Orchestrade Financial Systems February 2012 - December 2012
Morgan Stanley April 2010 - January 2012
TIAA-CREF April 2008 - April 2010
Paladyne Systems, Inc. January 2008 - April 2008
Bear Stearns April 2007 - December 2007
Credit Suisse August 2005 - April 2007
Soc Gen June 2004 - August 2005
Harvard Management Company May 2003 - May 2004
Principia Partners May 2002 - April 2003
Skills
Risk Management, Credit Risk, Market Risk, Credit Derivatives, Interest Rate..., Equity Derivatives, FX Derivatives, Collateral Management, Collateral Systems, OTC Clearing, Dodd-Frank, Calypso / Murex /..., Business Analysis, Project Management, Technology Architecture, Trading and Risk..., Accounting..., Reference Data
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1993
Doctor of Philosophy (Ph.D.), Accounting and Finance
Instinet, LLC February 2000 - Present
Smith Barney June 1997 - February 2000
Bear Stearns May 1995 - August 1996
Skills
Equity Trading, Trading Systems, Equities, Options, Hedge Funds, Trading, Electronic Trading, Financial Markets, Bloomberg, Capital Markets, Series 7, Securities, Equity Research, Writing, Technical Analysis, Trading Strategies
Education
Siena College 1993 — 1997
Bachelor of Arts (BA)
CFA Institute
CFA Designation, 2007
Market Technicians Association
CMT Designation, 2004
Switchback Sports May 2011 - Present
Skis on the Run November 2008 - Present
Merrill Lynch June 2006 - September 2008
Thomas Weisel Partners May 2004 - May 2006
Bear Stearns August 1999 - December 2003
Skills
Investment Banking, Financial Analysis, Corporate Development, Valuation, Marketing, Management, Venture Capital, Customer Service, Financial Modeling, Entrepreneurship, Strategy, Private Equity, Start-ups, Retail Sales, Mergers & Acquisitions, Due Diligence, Investments, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 1997 — 1999
MBA, Finance
Santa Clara University 1990 — 1994
BS, Economics
Independent Merchant Group May 2011 - Present
CrossFit Coach / Personal Trainer December 2010 - Present
State of Israel Bonds August 2011 - January 2012
AXES TRADE, LLC. August 2007 - January 2009
Bear Stearns 2000 - 2003
Bear Stearns 1995 - 2001
Skills
Trading, Bonds, Institutional, Bloomberg, Series 7, Securities, Series 63, Equities, Technical Analysis, Foreign Exchange, Start-ups, Emerging Markets, FX Options, Financial Markets, FX trading, Equity Trading, Asset Allocation, Asset Management, FX Trading, Fixed Income, Hedge Funds, Investment Strategies, Mutual Funds, Options, Investments
Education
Skidmore College 1989 — 1993
Bachelor of Science (BS), International Business
Cheltenham High School 1985 — 1989
AdvanTel Networks June 2014 - September 2015
PerkHub October 2013 - July 2014
GroupPrice February 2011 - January 2014
Yelp.com February 2010 - January 2011
Technology Investment Bank February 2009 - January 2010
AEI Ventures March 2008 - February 2009
Morgan Stanley July 2005 - June 2007
Bear Stearns March 2004 - February 2005
Education
San Francisco State University
B.S.
El Camino High School - SSF
Hackensack University Medical Center Foundation January 2003 - Present
Seton Hall University October 1989 - December 2002
Bear Stearns September 1981 - June 1985
Skills
Grant Writing, Non-profits, Fundraising, Volunteer Management, Program Development, Public Speaking, Community Outreach, Board Development, Alumni Relations, Event Planning, Nonprofits, Public Relations, Leadership Development, Government, Marketing Communications, Higher Education, Grants, Philanthropy, Annual Giving, Strategic Communications, Staff Development, Event Management, Healthcare, Marketing, Leadership, Stewardship, Newsletters, Media Relations, Community Development, Proposal Writing, Program Management, Social Media, Policy, Prospect Research, Editing, Research, Press Releases, Planned Giving, Capital Campaigns, Organizational...
Education
Seton Hall University 1977 — 1981
BA & MA, Political Science /Communication
Slate Ridge Entertainment, LLC October 2014 - Present
RM Associates, LLC May 2009 - Present
Subserveo Inc. June 2010 - June 2011
JP Morgan Broker Dealer Services June 2007 - May 2009
Bear Stearns 2007 - 2008
RM Associates, LLC May 1997 - June 2007
Alex. Brown & Sons, Inc. 1993 - 1997
Skills
Equities, Securities, Fixed Income, Hedge Funds, Capital Markets, Series 7, Asset Management, Investments, Financial Services, Alternative Investments
Education
Rutgers University-New Brunswick 1976 — 1980
Regis High School 1972 — 1976
United Nations March 2010 - Present
Bear Stearns 2007 - 2009
JP Morgan 2003 - 2008
JP Morgan Chase & Co 2003 - 2007
JPMorgan Chase 2003 - 2007
Skills
High Availability, Cluster, Solaris, Linux, SAN, Unix, System Administration, Perl, Disaster Recovery, Storage, RHEL, SDLC, NAS, Shell Scripting, Vendor Management
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1976
MBA, finance and marketing
University at Buffalo 1966 — 1971
BS Electrical Engineering, computers, communications
IBM January 2012 - Present
Dudden Family Funds March 2005 - Present
Dudden Evergreen Properties June 2009 - January 2012
Delta County Combined December 2005 - July 2008
Synergos Institute January 2005 - September 2005
Bear Stearns January 2005 - April 2005
American National Standards Institute September 2004 - December 2004
District Attorney's Office March 2004 - August 2004
Dudden Family Funds October 2002 - August 2004
Larimer County Justice Center February 2003 - July 2003
Education
Smith College 1998 — 2002
BS, Geology/Earth Science, General
Smith College 1998 — 2002
Bachelor of Arts, Geology
William S. Richardson School of Law
Sedgwick May 2009 - August 2010
Bressler, Amery & Ross, P.C. November 2008 - February 2009
Day Pitney LLP August 2008 - November 2008
Bear Stearns October 2007 - December 2007
Education
Widener University School of Law 2010 — 2013
Juris Doctor
Rutgers University-New Brunswick 2003 — 2007
Bachelor of Arts, Philosophy, Psychology
Free Code Camp
Full Stack Web Development, Computer Software Engineering
Geller & Company September 2011 - Present
Warner Chilcott October 2005 - September 2011
Warner Chilcott April 2007 - December 2009
Warner Chilcott October 2005 - April 2007
CIT May 2005 - October 2005
Cendant May 2003 - May 2005
Bear Stearns August 2000 - May 2003
Merrill Lynch May 2000 - August 2000
Skills
Risk Management, Mergers, Treasury Management, Integration, SOX, Management, Treasury Services, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Sacred Heart University 1996 — 2000
BA, Business Admin/Finance
Fannie Mae May 2014 - Present
Deutsche Bank February 2009 - April 2014
JP Morgan June 2008 - November 2008
Bear Stearns March 2003 - June 2008
Zweig Mutual Funds March 1995 - January 2003
Skills
Electronic Trading, Trading Systems, Equities, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Market Data, Investment Banking, Options, Equity Derivatives, Equity Trading, Trading, Bloomberg, Financial Markets, Project Management, Project Planning, Business Analysis, Prime Brokerage, Low Latency, Middle Office
Education
Shippensburg University of Pennsylvania 1984 — 1988
Bachelor of Science (BS), Computer Science
PrezGuru May 2002 - Present
JPMorganChase January 2001 - April 2002
Bear Stearns March 2000 - December 2000
Merrill Lynch August 1999 - March 2000
Bradford Licensing LLC August 1997 - August 1998
Skills
Marketing, InDesign, Illustrator, Photoshop, Microsoft Office, Sales, PowerPoint, Microsoft Excel, Flash, Research, Publishing, Advertising, Graphic Design, Social Media, Social Media Marketing, Marketing Strategy
Education
School of Visual Arts 1996 — 2009
Graphic Arts Continuing Education
Seton Hall University 1988 — 1994
Bachelor of Arts (BA), English Language and Literature, General
Ridgewood High
diploma, academic
JPMorgan March 2008 - Present
JP Morgan 2004 - Present
Bear Stearns June 2004 - March 2008
Bear Stears, Inc. 2004 - 2008
Kraft Foods 2001 - 2004
Nabisco / Kraft Foods 1998 - 2004
Nabisco - Kraft 1997 - 2004
Kraft 1997 - 2004
Nabisco 1995 - 2004
Prudential 1985 - 1995
Education
Sheffield Hallam University 1974 — 1978
Spondon Park
Bank Leumi USA December 2013 - Present
CIT July 2009 - May 2013
Bear Stearns July 2007 - December 2008
Citi Group June 2004 - July 2007
Dexia Credit Local January 1994 - February 2003
Credit Commercial de France September 1988 - January 1994
Skills
Credit Risk, Capital Markets, Structured Finance, Fixed Income, Credit, Credit Analysis, Corporate Finance, Banking, Financial Risk, Analysis, Auditing, FX Options, Leveraged Finance, Portfolio Management, Structured Products, Trade Finance, Underwriting, Trading
Education
Sacred Heart University
Bachelor of Science (BS), Business Administration
The Prudential Insurance Company of America September 2013 - April 2014
Gerstein Fisher 2011 - 2011
JP Morgan 2007 - 2011
Bear Stearns April 2007 - September 2008
Lehman Brothers 2006 - 2007
MetLife 2001 - 2006
Nathan & Lewis 2001 - 2002
Morgan Stanley Dean Witter Trust 2000 - 2000
Skills
Training, Sales, Investments, Operations, Following Up, Customer Service, Videography, Video Editing, Personal Training, Recruiting, Relationship Management, Asset Managment, Financial Services, Insurance, Finance, Fixed Income, Equities, Securities, Mutual Funds, Asset Allocation, FINRA, Derivatives, Employee Benefits, Project Management, Wealth Management, Investment Advisory, Capital Markets, Bloomberg, Financial Analysis, Management, Portfolio Management, Series 6, 401k, Trading, Risk Management, Back Office, Alternative Investments, Hedge Funds, Microsoft Excel, Bonds, Series 7, Options, Financial Markets, Asset Management, Retirement, ETFs, Retirement Planning, Credit, Investment Banking, Strategic Financial...
Education
Toastmaster's
St. Peter's College
Marketing
Cliffside Park High School
Bear Stearns 1997 - 2007
Bear Stearns 1997 - 2007
Bear Stearns 1997 - 2007
Education
Skidmore College 1979 — 1983
ALMA BANK January 2014 - Present
Sterling National Bank March 2012 - January 2014
Information Integration, Inc. (i3) January 2012 - March 2012
BNP Paribas July 2011 - November 2011
Crédit Agricole Corporate & Investment Bank March 2005 - June 2011
BNP Paribas September 2003 - August 2004
Avis Europe 2003 - 2004
Merrill Lynch 2002 - 2003
Deutsch Bank June 1998 - December 2002
Bear Stearns 1992 - 1994
Skills
Business Analysis, Technical Documentation, Software Documentation, Technical Writing, Online Help, Software, Requirements Gathering, Project Planning, Visio, RoboHelp, Process Improvement, Program Management, Manuals, Editing, FrameMaker, Technical Communication, SharePoint, Access, Testing, Management, SnagIt, Disaster Recovery, Databases, Wikis, Business Process..., Information Architecture, Analysis, Banking
Education
Rutgers, The State University of New Jersey-Newark 1968 — 1972
Macquarie Securities February 2009 - Present
Bear Stearns September 2000 - August 2008
Education
Sarah Lawrence College
BA Liberal Arts
The Property Shop Real Estate January 2008 - Present
Cutting Edge Real Estate June 2003 - January 2008
Bear Stearns 1993 - 2001
Education
Saint Peter's University 1992 — 1995
Marketing
Merrill Lynch DirectorBank of America Merrill Lynch2005 - Present
Bear Stearns 2000 - 2005
Education
Seton Hall University 1994 — 1998
Bear Stearns Director of National SalesMerrill LynchMay 2001 - May 2007
Education
Rutgers University-New Brunswick 1982 — 1986
JPMorgan Chase & Co. September 2012 - Present
J.P. Morgan March 2008 - September 2012
Bear Stearns February 2006 - March 2008
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
AQR Capital Management July 2014 - Present
Hatteras Funds March 2004 - July 2014
Morgan Stanley Dean Witter 1999 - 2003
Bear Stearns 1998 - 1998
Skills
Alternative Investments, Fund Of Funds, Hedge Funds, Asset Allocation, Asset Managment, Private Equity, Series 7, Portfolio Management, Investments, Investment Strategies, Investor Relations, Investment Management, Due Diligence, Finance, Investment Advisory
Education
University of Vermont 1993 — 1997
BS, Environmental Studies
School for International Training 1995 — 1995
Signature Bank May 2013 - Present
RCG Longview December 2007 - May 2013
Bear Stearns 2005 - 2007
Deloitte October 2003 - May 2005
Skills
Due Diligence, Financial Modeling, Valuation, Real Estate Economics, Financial Analysis, Private Equity, Asset Managment, Real Estate, Asset Management, Investment Properties, Real Estate Transactions, Mortgage Underwriting, Commercial Real Estate, Capital Markets, Underwriting, Real Estate Financing, Financial Services, Commercial Mortgages, Alternative Investments, Acquisitions, Disposition, Leases, Portfolio Management
Education
Seton Hall University 2003 — 2004
Master of Science (MS), Accounting
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Science (B.S.), Accounting
Wayne Hills High
Citrin Cooperman & Co., LLP 1996 - Present
Bear Stearns 1998 - 1999
Union Bank of Switzerland 1995 - 1996
Skills
Tax, Commercial Banking, Accounting, Financial Analysis, Mergers, Portfolio Management, Strategic Planning, Tax Accounting, Business Analysis, Due Diligence, Mergers & Acquisitions, Financial Modeling, Finance, Small Business
Education
Baruch 2013 — 2014
Masters in taxation
Siena College 1991 — 1995
BBA, Accounting
Center Moriches High School
Bank of America Merrill Lynch September 2009 - Present
JPMorgan March 2008 - September 2009
Bear Stearns 2005 - 2008
Fitch Ratings 1997 - 2005
Education
Seton Hall University 1987 — 1991
BS in Finance
BGC Partners August 2015 - Present
Guggenheim Securities March 2012 - Present
Ticonderoga Securities August 2009 - January 2012
Collins Stewart September 2008 - July 2009
COLLINS STEWART LLC September 2008 - July 2009
BEAR, STEARNS & Co May 2005 - July 2008
Bear Stearns May 2001 - July 2008
Bear Stearns May 2004 - May 2005
Bear Stearns May 2001 - August 2003
Merrill Lynch November 2000 - March 2001
Skills
Bloomberg, Equities, Series 7, Securities, Trading, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2001
MBA, International Finance
Università degli Studi di Bari 1990 — 1997
Laurea, Economics
St. John's University
Master of Business Administration, International Finance
University of Bari
Degree, Economic Sciences; International Economics
University of Turku
Standard Chartered Bank September 2011 - December 2014
Yuanta Securities January 2009 - September 2011
Macquarie Group March 2008 - January 2009
Bear Stearns May 2005 - March 2008
American Stock Exchange 2002 - 2003
Education
University of Virginia Darden School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
Shanghai University of Finance and Economics 1990 — 1994
Bachelor’s Degree, Economics
JPMorgan Chase 2008 - Present
Bear Stearns April 2006 - June 2008
Citigroup January 2006 - April 2006
BMO Financial Group January 2001 - January 2006
CIBC Mellon November 1999 - December 2000
Kodak China June 1996 - September 1999
Shanghai C/S Computer Co., Ltd. October 1993 - March 1996
Shanghai CONTEC Microelectronics Co., Ltd. February 1992 - October 1993
Education
Shanghai University 1988 — 1992
BS, Computer
Bank of America February 2015 - Present
Bank of America June 2010 - January 2015
JPMorgan May 2008 - June 2010
Bear Stearns June 2007 - May 2008
AIG May 2000 - June 2007
Teleran Technologies, Inc. January 2000 - May 2000
Lucent Technologies 1997 - 2000
Skills
Operational Risk, Trading Systems, SDLC, Fixed Income, Sybase, Prime Brokerage, Business Analysis, Market Data, Electronic Trading, Capital Markets, Data Warehousing, Financial Services, Investment Banking, Risk Management, IT Strategy, Enterprise Architecture, Equities, OO Software Development, SOA, Derivatives, Equity Derivatives, Requirements Analysis, Hedge Funds, Agile Methodologies, Requirements Gathering, Banking, Options, Credit Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BS, Electrical Engineering
University of Pennsylvania Health System January 2011 - January 2014
Abbott Laboratories June 2008 - August 2008
Leadership in Medicine September 2005 - June 2007
Bear Stearns February 2002 - February 2005
Bounty Systems, Inc. March 2000 - November 2001
Skills
Financial Modeling, Analytics, Project Management, Data Analysis, Business Strategy, Competitive Analysis, Product Management, Business Analysis, Management Consulting, Cross-functional Team..., Vendor Management, Analysis, Process Improvement, Market Research, Software Development, Business Intelligence, Strategic Planning, Business Development
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-Newark 1994 — 1998
BA, Computer Science
Global Recruiters of The Rockies May 2008 - Present
Touchpoint Securities September 2007 - February 2008
Wm. Smith & Co. May 2006 - September 2007
Janco Partners September 2004 - May 2006
Merrill Lynch via Herzog Acquisition June 2000 - July 2004
Herzog, Heine, Geduld & Co. October 1992 - June 2000
Bear Stearns May 1987 - October 1992
Skills
Sales, Equities, Options, Trading, Electronic Trading, Series 7, Equity Derivatives, Socially Responsible..., Impact Investing, Equity Trading, Securities, Equity Research, Investments, Investment Advisory, Start-ups, Asset Management, Capital Markets, Series 63, Derivatives, Bloomberg, Fixed Income, Alternative Investments, ETFs, Hedge Funds, Trading Systems, Private Equity, Hedging, Financial Services, Risk Management, Valuation, Mutual Funds, Investment Management, Portfolio Management, FINRA, Investor Relations, Financial Markets, FX Options, Series 24, Stocks
Education
Skidmore College 1986 — 1987
n/a, Liberal Arts
Valley Forge Military Academy & College 1984 — 1986
Yorktown High School 1982 — 1984
Johnson & Johnson April 2015 - Present
BlackRock January 2010 - April 2015
Morgan Stanley July 2008 - January 2010
Bear Stearns 2002 - July 2008
Deutsche Bank August 1998 - March 2002
Wyeth 1995 - 1998
KPMG Peat Marwick October 1993 - November 1994
Skills
Vendor Management, Business Development, Strategic Sourcing, Networking, Business Analysis, Risk Management, Program Management, Process Improvement, Financial Services, Outsourcing, Management, Change Management, Strategy, SDLC, Team Building, Enterprise Software, Negotiation, Mergers & Acquisitions, Professional Services, Business Process..., Strategic Planning, IT Strategy, Governance, Business Intelligence, Project Management, Sourcing, Management Consulting, CRM, Strategic Partnerships, Contract Negotiation, Cross-functional Team..., Business Strategy, Contract Management, Integration, Enterprise Architecture, Portfolio Management, Procurement, Executive Management, Project Portfolio..., Analysis, Business Transformation, PMO, Operations Management
Education
University at Buffalo 1991 — 1993
Comparative Literature Graduate Program
Saint Bonaventure University 1986 — 1990
BA, English / Economics
JP Morgan August 2003 - Present
Bear Stearns 2003 - 2008
Beast financial 2000 - 2003
i3 Mobile 1999 - 2000
Beast Financial 1997 - 1999
RTS Wireless 1997 - 1998
AIR Media Inc. 1994 - 1997
Smith Micro Software August 1992 - March 1994
Education
Rutgers University-New Brunswick 1988 — 1992
GAIN Capital October 2011 - Present
Natixis July 2008 - October 2011
Bear Stearns June 1998 - June 2008
Skills
Derivatives, FX Options, Fixed Income, Foreign Exchange, Electronic Trading
Education
Saint Joseph's University 1994 — 1998
BS, Finance
Edison Nation / Edison Nation Medical January 2011 - Present
Moguls Mobile by Daymond John January 2014 - Present
Red Carpet Brands June 2014 - Present
Evolution Corporate Advisors LLC October 2007 - January 2011
PetCareRx.com 1999 - 2008
Cowen and Company June 2005 - September 2007
Banc of America Securities 2000 - 2005
JW Genesis Capital Markets (formerly Genesis Merchant Group) 1998 - 2000
Bear Stearns July 1992 - August 1994
Skills
Private Placements, Investment Banking, Private Equity, Due Diligence, Mergers, Venture Capital, Corporate Development, Equities, Investments
Education
Skidmore College 1988 — 1992
BS, Business
Dwight 1987 — 1988
J.P. Morgan October 2008 - March 2012
Bear Stearns December 2005 - October 2008
GreenPoint Bank 1999 - 2004
BDO Seidman, LLP 1993 - 1998
Education
St. Bonaventure University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
Post Advisory Group November 2008 - Present
Bear Stearns July 2006 - June 2008
Prudential Financial June 2003 - July 2006
Education
Rutgers University-New Brunswick 1996 — 2000
BS, Finance
DriveSavers Data Recovery February 2011 - Present
SMD Consulting Inc January 2010 - February 2011
Conifer Securities December 2008 - December 2009
Morgan Stanley November 2003 - November 2008
Barclays Global Investors March 2001 - November 2003
Bear Stearns March 1999 - August 2000
Dresdner/RCM Global Investors May 1998 - March 1999
BNP Paribas October 1996 - February 1998
Citibank October 1993 - October 1996
Skills
Hedge Funds, Prime Brokerage, Fixed Income, Capital Markets, FX, Customer Relations, Options, Risk Management, Private Equity, Due Diligence, SMA, Alternative Energy, Swaps, Customer Service, Asset Management, Solution Selling, Equities, Derivatives, Investments, Securities, Financial Services, Bonds, CRM, Banking, Relationship Management, Strategy, Business Development, Finance, Settlement, Corporate Actions, Investment Management, FX Options
Education
San Diego State University-California State University 1985 — 1990
BA, Finance - Int'l Business/Econ
Markit February 2009 - Present
Bear Stearns January 1997 - August 2008
ASCO (Sub of Emerson Electric) March 1993 - January 1997
Education
Seton Hall University 1990 — 1992
MBA
Seton Hall University 1986 — 1990
BS
Lawrence Real Estate Development June 2013 - Present
Merrill Lynch August 2008 - June 2013
Bear Stearns 2002 - 2008
JP Morgan 1996 - 2002
Skills
Hedge Funds, Prime Brokerage, Tax, Securities, Equities, International Tax, Fixed Income, Alternative Investments, Derivatives, Investment Banking, Investments, FINRA, Corporate Actions, Corporate Tax, Financial Services, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
B.S., Accounting
Coca-Cola Enterprises October 2010 - Present
Coca-Cola Enterprises January 2010 - October 2010
Coca-Cola Enterprises October 2008 - February 2010
Bear Stearns September 2006 - October 2008
Lucent Technologies 1998 - 2006
Education
Saint Joseph's University 1994 — 1998
B.S., Business Management
bear stearns 1985 - May 2001
Bear Stearns 1984 - 2001
Peat Marwick 1982 - 1985
Skills
Fixed Income, Equities, Derivatives, Capital Markets
Education
Saint Peter's University 1978 — 1982
BS, Accounting
Morgan Stanley Smith Barney May 2008 - Present
Morgan Stanley Smith Barney May 2008 - Present
Bear Stearns September 1996 - March 2008
Skills
Multi-generational..., Family Office, Holistic Financial..., Multi-generational..., Estate Planning, Trusts, Financial Analysis, Portfolio Management, Financial Reporting, Business Leadership..., Investment Strategies
Education
Siena College 1994 — 1996
BS, Finance
Siena College 1993 — 1996
BS, Corporate Finance, Investment Management
St. Georges School
St. Georges School
UBS May 2013 - Present
Oppenheimer & Co. April 2006 - April 2013
Bear Stearns March 2006 - April 2006
World Group Securities Inc. August 2003 - December 2005
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA, Finance
San Jose State University 2001 — 2004
BS, Electrical Engineer
JPMorgan Chase & Co. January 2015 - Present
Morgan Stanley June 2006 - November 2014
Barclays Capital January 2000 - June 2006
Credit Suisse First Boston January 1997 - December 2000
Gruntal & Co January 1994 - December 1996
Smith Barney January 1990 - December 1993
Bear Stearns January 1988 - December 1990
Skills
Corporate Actions, Dividends, Proxy, Class Actions, Fixed Income, Prime Brokerage, Client Service, Operations Management, Financial Services, Risk Management, Strategy, Securities Lending, Middle Office, Securities, Change Management, Offshore Management, Vendor Relationships, Client Services, Equities, FINRA, Hedge Funds, Settlement, Series 7, Back Office, Options
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2006
BS, Management
JP Morgan Chase & Co., Inc. October 2012 - Present
JP Morgan Chase, New York, NY February 2012 - October 2012
JP Morgan Chase December 2010 - February 2012
JPMorgan Chase July 2010 - December 2010
JPMorgan Chase November 2008 - July 2010
Bear, Stearns & Co. Inc. June 1987 - November 2007
Bear Stearns 1987 - 2007
Skills
Broadcast, Project Management, Strategic Planning, Vendor Management, Budgets, Marketing
Education
Saint John's University 1982 — 1986
BS, Communications, Marketing
Knight Capital Group September 2007 - Present
Bear Stearns January 2001 - August 2007
Education
Shanghai Jiao Tong University
JP Morgan March 2008 - Present
Bear Stearns September 2001 - March 2008
Skills
Compensation, Financial Accounting, Analytics, Financial Reporting
Education
Saint Bonaventure University 1997 — 2001
Bachelor of Science, Finance
WillPostWhenBackOnMarket January 2010 - Present
UBS Investment Bank January 2009 - January 2010
Goldman Sachs June 2006 - January 2009
UBS Investment Bank 2004 - 2006
Bear Stearns 2003 - 2004
JPMorgan Chase 2002 - 2003
Bowne 2001 - 2002
HSBC Securities 2000 - 2001
Kintetsu World Express 1997 - 2000
Skills
Java, JMS, Hibernate, Java Enterprise Edition, Tomcat, Struts, Oracle, EJB
Education
Saint Petersburg State University
BS, Computer Engineering
Houlihan Lokey July 2012 - Present
Cantor Fitzgerald August 2010 - July 2012
Waller Capital Partners June 2008 - July 2010
Bear Stearns June 2007 - June 2008
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Corporate Finance
Education
Rutgers University-New Brunswick 2003 — 2007
BS, Finance
Barneys New York May 2011 - Present
Pershing May 2010 - February 2011
NYCERS April 2009 - May 2010
Bear Stearns August 1999 - November 2008
Skills
Active Directory, Business Analysis, Microsoft Office, Disaster Recovery, Vendor Management, Risk Management, Visio, IT Strategy, Project Management, Security, Operating Systems, Process Improvement, System Administration, SDLC, Troubleshooting, Linux, XP, Windows Server, Servers, Unix, Windows, Software Documentation, Integration, Information Technology, Windows XP, IT Management, Information Security
Education
Seton Hall University 1994 — 1999
Bachelor's degree, Computer Science
UBS June 2015 - Present
Appalachian Trail March 2014 - September 2014
Bank of America Merrill Lynch September 2009 - March 2014
Club KO Kickboxing February 2009 - September 2010
National Financial Network November 2008 - February 2009
Bear Stearns May 2007 - August 2007
Trio Landscaping 2000 - 2004
Skills
Equities, Series 7, Alternative Investments, Securities, Mutual Funds, Wealth Management, Investments, Trading, Asset Managment, Series 66, Financial Modeling, Hedge Funds, Managed Futures, Private Equity, Bloomberg, Microsoft Office, Microsoft Excel, Salesforce.com, Spotfire, Derivatives, Portfolio Management, Investment Strategies, Valuation, Financial Analysis, Finance, Asset Management
Education
Seton Hall University 2004 — 2008
BS, Concentration in Finance, Certicate in BMIS, 3.96
Scotia Capital June 2010 - Present
Bear Stearns September 1990 - June 2008
JPMorgan 2008 - 2008
Skills
Equity Trading, Equities, Trading, ETFs, Bloomberg, Derivatives, Capital Markets, Fixed Income, Options, Hedge Funds, Electronic Trading, Equity Derivatives, FINRA, Trading Systems
Education
Seton Hall University 1988 — 1990
BS, Finance
MailOnline January 2015 - Present
AOL July 2013 - December 2014
Citi October 2011 - June 2013
Citi Cards March 2009 - September 2011
Spiegel Brands April 2008 - March 2009
Bear Stearns September 2007 - May 2008
Skills
Portfolio Management, Analytics, Analysis, Financial Services, Marketing Strategy, Business Strategy, Competitive Analysis, Credit Cards, Marketing, Product Marketing
Education
Saint Louis University 2003 — 2007
BA, International Business, Marketing
Saint Louis University Madrid Business School
JPMorgan Chase June 2012 - Present
JP Morgan June 2008 - June 2012
Bear Stearns 2005 - 2010
Skills
Business Strategy, Organizational..., Organizational..., Management, Operations Management, Project Management, Communication, Financial Analysis, Product Development, Software Project..., Coordination, Project Coordination, Creative Strategy, Team Leadership, Leadership Development
Education
Sacred Heart University 2001 — 2005
Bachelors of Science, Business Administration, Economics
Locust valley
Bluewolf April 2015 - Present
Bluewolf April 2014 - Present
JPMorgan Chase January 2014 - April 2014
JPMorgan Chase May 2013 - January 2014
JPMorgan Chase October 2012 - May 2013
JPMorgan Chase June 2012 - October 2012
JPMorgan Chase July 2009 - June 2012
JPMorgan Chase June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Series 7, DTCC, Geneva, Derivatives, Proxy, Salesforce.com, CRM, Financial Services, Microsoft Office, Financial Analysis, Fixed Income, Business Analysis, Microsoft Excel, Finance, Analysis
Education
St. Peter's College 2005 — 2009
Bachelor, Economics, 3.25
Shumway Capital September 2014 - July 2015
Foundation Capital Partners September 2012 - September 2014
Sursum Capital Management March 2011 - December 2011
Shumway Capital August 2010 - March 2011
Bear Stearns May 2006 - May 2009
Skills
Asset Management, Valuation, Series 63, Financial Services, Options, Trading, Finance, Fund Of Funds, Microsoft Excel, PowerPoint, Investment Strategies, Marketing, CRM, Event Planning, Event Management, Microsoft Word, Accounting, Microsoft Office, Social Media, Salesforce.com
Education
Saint Peter's University 1998 — 2001
BA, Marketing
Patent Navigation Inc. March 2015 - Present
Gametime United November 2013 - November 2014
Credit-Suisse 2011 - November 2013
Bear Stearns October 2002 - June 2004
Donaldson, Lufkin & Jenrette July 1990 - October 2002
Merrill Lynch August 1984 - June 1990
Skills
Patents, Strategic Partnerships, Venture Financing, Event Ticketing, Money Management
Education
San Diego State University-California State University 1980 — 1983
Bachelor of Science (BS), Finance/English (Double Major)
Bradesco December 2009 - Present
Rosenblatt Securities September 2009 - December 2009
Unibanco Securities June 2008 - February 2009
Bear Stearns December 1997 - June 2008
Skills
Bloomberg, Capital Markets, Equities, Financial Markets, Derivatives, Hedge Funds, Investment Banking, Trading, Fixed Income, Equity Trading, Electronic Trading, Emerging Markets, Options, FX Options, Equity Research
Education
Seton Hall University 1996 — 1997
MBA, Finance
Seton Hall University 1993 — 1996
BS, Marketing
Lenox Advisors November 2011 - Present
Northwestern Mutual September 2009 - November 2011
JP Morgan October 2007 - February 2009
Bear Stearns May 2007 - October 2007
Bear Stearns August 2006 - May 2007
Skills
Risk Management, Estate Planning, Asset
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Marketing
Don Bosco Prep 1998 — 2001
USAA April 2014 - Present
Amazon November 2013 - December 2013
CVS Caremark Corporation March 2013 - October 2013
Vanguard 2008 - 2009
M & I Bank 2004 - 2008
Charles Schwab 1997 - 2004
James W. Shaw Estate Planning 1995 - 1997
Bear Stearns 1990 - 1995
Education
Scottsdale Community College
Attended, Business Administration, Management and Operations
University of Southern Maine - School of Business
Attended, Business Administration and Management, General
Standard Bank July 2009 - Present
JPMorgan Chase June 2008 - March 2009
Bear Stearns March 2007 - May 2008
Standard Bank September 2005 - March 2007
Mitsubishi Corporation 1999 - 2006
Skills
Commodities, Hedging, Trading, Precious Metals, Series 7, Commodity
Education
San Diego State University-California State University 1998 — 1999
Bachelor, Economics
bear stearns 1999 - 2008
Skills
Hedge Funds, Securities, Capital Markets, Private Equity, Due Diligence
Education
Rutgers University-New Brunswick
Master of Social Work (MSW)
Summit Analytics July 2009 - Present
Bear Stearns November 2004 - June 2008
Merrill Lynch May 1998 - November 2004
Merrill Lynch New York 1998 - 2004
Dow Jones Telerate 1994 - 1997
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2002
MBA, Finance
Take-Two Interactive Software, Inc. February 2014 - Present
JPMorgan Chase June 2008 - February 2014
Bear Stearns June 1997 - June 2008
Skills
Completed Level 2 of...
Education
Slippery Rock University of Pennsylvania 1990 — 1994
Bachelor's Degree, Business Administration and Management, General
JP Morgan Chase March 2007 - Present
Lehman Brothers March 2004 - March 2007
Neuberger Berman 2002 - 2004
Jefferies & Company 1999 - 2001
Bear Stearns September 1982 - March 1999
Skills
Prime Brokerage, Securities, Banking, Fixed Income, Back Office, Equities, Settlement, Middle Office, Corporate Actions, Capital Markets, Financial Services, Relationship Management, Derivatives, Bloomberg, Securities Lending, Hedge Funds, Investment Banking, Collateral Management, Series 7, Investments
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Bachelors, Business Management, International Business
Deloitte & Touche September 2009 - Present
Bear Stearns June 2007 - September 2007
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Management Consulting, Auditing, Financial Reporting, Business Process..., Internal Audit, Financial Analysis, External Audit, Accounting, US GAAP, Financial Modeling, Sarbanes-Oxley, Financial Accounting, CISA, Big 4, GAAP
Education
Saint Bonaventure University 2005 — 2009
MBA
RBC May 2015 - Present
Sterling National Bank July 2014 - Present
Delage Landen September 2012 - July 2014
Rabobank July 1999 - September 2012
Rabobank International July 1999 - February 2005
Bear Stearns 1986 - 1993
Skills
CRISC - Certified in..., Implemented an ISMS..., Developed IT Audit..., Re-designed a Security..., Created a Security..., Catalyst in..., Integrated Security..., Lead role in performing..., Organization, Functions, Information Technology, Security, Applications, Operational Risk..., IT Audit, Risk Management, Disaster Recovery, Governance, Sarbanes-Oxley Act, Information Security, COBIT, BCP, PCI DSS, BCM, Enterprise Risk..., PMO, Business Continuity..., Incident Management, IT Management, Management, Financial Risk, Auditing, ISO 27001, Leadership, Data Center, Information Security..., Financial Audits, BC/DR, Banking, Business Continuity, Infrastructure, Sarbanes-Oxley, Internal Controls, Business Process, Risk Assessment, CISM, CISSP, Security Awareness, Operational Risk, Vulnerability Management
Education
St. John's University 1981 — 1984
MBA, MIS
St. John's University
BS, Finance
FINRA
Series 99 Operations Professional, Certified
ISACA
CISA
ISACA - CISM
ISACA - CRISC
Charles Schwab October 2006 - Present
Charles Schwab October 2006 - Present
Tableside, LLC October 2004 - November 2008
Hold Brothers August 2005 - October 2006
Schwab Capital Markets March 1987 - December 2001
Merrill Lynch January 1985 - March 1987
Bear Stearns November 1983 - January 1985
Skills
Investments, Options, Equities, Capital Markets, Bonds, Mutual Funds, Trading, Securities, Trading Systems, Management, Series 7, Customer Service, Finance, Equity Trading, Wealth Management, Fixed Income, Series 63, Microsoft Office
Education
The Culinary Institute of America 2002 — 2004
AOS, Culinary Arts
New York Institute of Finance
Rutgers, The State University of New Jersey-Newark 1978 — 1983
BA, Economics
Market Technicians Association
CMT, Chartered Market Technician
Barclays June 2008 - Present
Lehman Brothers June 2008 - September 2008
Bear Stearns April 2007 - 2007
Skills
Investment Banking, Fixed Income, Capital Markets, Bloomberg, Series 7, Trading Systems, Corporate Finance, Equities
Education
Rutgers University-New Brunswick
BS, Economics
Caroll, McNulty & Kull LLC June 2009 - Present
Bear Stearns June 2002 - October 2008
Merry Heart Healthcare Center 1995 - 2001
Skills
Accounts Receivable, Accounts Payable, Account Reconciliation, Accounting, Microsoft Excel, Spreadsheets, Microsoft Word, General Ledger, Collections, Journal Entries, Variance Analysis, Bank Reconciliation, Analysis, Invoicing, Payroll, Financial Reporting
Education
Saint Peter's University 1991 — 1995
BS, Accounting
Waits Investments, LLC 2013 - Present
Fisher Investments 2010 - 2012
Bear Stearns December 1997 - April 2005
Skills
Strategic Financial..., Capital Markets, Coaching, Investments, Asset Management, Financial Analysis, Portfolio Management, Securities, Financial Modeling, Financial Planning, Leadership, Strategic Planning, Customer Service, Finance, Management
Education
San Francisco State University, College of Business
MBA, Business
JPMorgan November 2008 - May 2014
Bear Stearns January 2008 - October 2008
Education
Skidmore College 2003 — 2007
BA, Economics, Math, Business
a. oliveri & sons December 2011 - Present
Custodial Trust Co April 2000 - June 2009
Bear Stearns/JP Morgan January 1993 - June 2009
Bear Stearns 2000 - 2009
Bear Stearns January 2000 - January 2005
Deutsche Bank March 1994 - March 2000
Deutsche Bank January 1994 - January 2000
Salomon Brothers inc January 1980 - January 1993
Paine Webber January 1979 - January 1980
Skills
Securities, Fixed Income, Corporate Actions, Settlement, SWIFT payments, Trading, Cash Management, Banking, Account Reconciliation, Euroclear, Finance, Investment Banking, Equities, Prime Brokerage, Middle Office, Derivatives, Hedge Funds, Payments, Electronic Trading
Education
Saint Peters College 1980 — 1984
BS, Marketing
Saint Peter's University 1979 — 1984
bs, business/marketing
Gateway Funding April 2010 - Present
Pennsauken School District November 2008 - March 2010
Countrywide Home Loans January 2002 - September 2007
Remax Realty Services August 2001 - December 2001
Boehringer Ingelheim Pharmaceuticals January 2000 - July 2001
Knoll Pharmaceutical Company May 1988 - December 1999
Bear Stearns May 1985 - April 1988
Skills
Mortgage Lending, Selling, Sales, Finance, Real Estate, Loans, Sales Management, Residential Homes, Financial Analysis, FHA
Education
Saint Joseph's University 1979 — 1984
BS, Finance
BNP Paribas December 2014 - Present
Bessemer Trust Company May 2011 - December 2014
Morgan Stanley February 2007 - May 2011
Morgan Stanley October 2005 - February 2007
Bear Stearns May 2002 - May 2005
Skills
Equities, Hedge Funds, Risk Management, Securities, Financial Services, Portfolio Management, Tax, Financial Analysis, Asset Management, Alternative Investments, Custodians, Management
Education
Saint Peter's University 2007 — 2010
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 2000 — 2005
B.S, Business Management
Rutgers, The State University of New Jersey-Newark
Bank of America Merrill Lynch September 2014 - Present
Bloomberg June 2007 - September 2014
Bloomberg, L.P January 2007 - April 2013
Bear Stearns March 2006 - June 2007
Skills
Bloomberg, CMBS
Education
Seton Hall University 2005 — 2007
MBA, Finance
Seton Hall University, Stillman School of Business 2005 — 2007
Masters, Business Administration; Finance, International Business
Seton Hall University 1997 — 2001
Bachelor of Science, Business Administration
Deutsche Bank December 2011 - Present
BlackRock January 2007 - December 2010
Bear Stearns May 2006 - January 2007
BNP Paribas October 2005 - May 2006
Parsons Brinckerhoff June 2002 - June 2005
Skills
Fixed Income Analysis, Derivatives, Equities, Market Data, Financial Data..., Financial Reporting, Financial Process..., Financial Software..., Financial Databases, Financial Performance..., Financial Services, Financial Markets, Relationship Management, Bloomberg Terminal, Reuters 3000, Charles River IMS, BlackRock Aladdin, Eagle PACE, Barclays Point, Sybase, Oracle PL/SQL..., Perl, Security APL, Microsoft Office, Solution Implementation
Education
Rutgers University 2001 — 2005
B.A., Economics
Chatham Wealth Management (www.chathamwealth.com) July 2010 - Present
Fidelity Investments March 2000 - June 2010
Chase Manhattan Bank March 1998 - March 2000
Bear Stearns October 1994 - March 1998
Family Owned Business June 1989 - September 1994
Skills
Investments, Mutual Funds, Asset Management, Wealth Management, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., Retirement Planning, Equities, Fixed Income, Investment Advisory, Retirement, Investment Strategies, Financial Planning, Finance, 401k
Education
Seton Hall University 1986 — 1989
BS, Business Administration
Seton Hall University 1986 — 1989
Bachelor of Science (B.S.), Buiness Adminstration
Credit Suisse April 2014 - Present
Self Employed April 2007 - April 2014
Nomura Securities June 2006 - March 2007
DCS Capital Partners February 2005 - June 2006
West Broadway Partners January 2002 - February 2005
Goldman Sachs August 1997 - January 2002
Bear Stearns June 1996 - August 1996
Goldman Sachs January 1992 - May 1995
Education
New York University, Stern School of Business 1995 — 1997
MBA, Finance & Economics
Siena College 1986 — 1990
Bachelor of Science, Finance
Balyasny Asset Management L.P. May 2015 - Present
FBR January 2012 - April 2015
FBR July 2009 - January 2012
JPMorgan Chase June 2008 - July 2009
Bear Stearns January 2006 - June 2008
Bear Stearns August 2003 - December 2005
Imagine Software June 1997 - July 2003
Skills
Trading Systems, Risk Management, Equities, Options, Trading, Capital Markets, Fixed Income, Investment Banking, Derivatives, Electronic Trading, Equity Derivatives, Structured Products, Bloomberg
Education
The Ohio State University 1986 — 1992
PH.D., Mathematics
Sichuan University 1981 — 1985
B.S., Mathematics
MTA December 2012 - July 2013
Bear Stearns March 1980 - November 2009
Education
Per Scholas Institute for Technology
Saint John's University
Bachelor of Science, Elementary Education and Teaching
BlackRock May 2013 - Present
Goldman Sachs May 2000 - March 2013
Bear Stearns 1995 - 2000
Skills
Hedge Funds, Securities, Capital Markets, Securities Regulation, Alternative Investments, Equities, FINRA, Due Diligence, Structured Products, Private Placements, Investment Management, Asset Management, Corporate Governance, Investment Advisory, Corporate Law, Financial Services, Wealth Management, Legal Advice
Education
The Johns Hopkins University
BA, Political Science
Seton Hall Law School
JD, Political Science and Government
Aribes Consulting LLC July 2012 - January 2013
Bankruptcy Trustee for MF Global November 2011 - January 2013
MF Global October 2008 - November 2011
Bear Stearns April 2006 - September 2008
Goldman Sachs August 2005 - March 2006
Bear Stearns January 1994 - July 2005
Commodity Exchange, Inc. (COMEX) October 1983 - December 1993
Essex County Prosecutor's Office September 1973 - September 1983
Skills
Securities, FX Options, Futures, Commodity, FINRA, Compliance, AML, Prime Brokerage, Alternative Investments, Series 7, Hedge Funds, Options, Capital Markets, Trading, Derivatives, Equities, Fixed Income
Education
Seton Hall University 1978 — 1982
MBA, Accounting
KPMG US March 2013 - Present
Compliance Consulting May 2012 - March 2013
MF Global August 2008 - May 2012
Bear Stearns April 2005 - July 2008
Lehman Brothers August 2001 - March 2005
Goldman Sachs January 1996 - July 2001
Goldman Sachs October 1987 - December 1995
Education
Seton Hall University 1982 — 1984
Masters of Business Administration, Finance
Seton Hall University 1978 — 1982
Bachelor of Science, Accounting
Capital One Environmental Risk ManagerCapital OneSeptember 2008 - Present
Bear Stearns 2006 - 2008
JJ Blake Technical Services, LLC 1999 - 2006
KTR Environmental Services, Inc. 1997 - 1999
Storch Engineers 1994 - 1997
Enviro-Sciences (of Delaware), Inc. 1990 - 1994
S&D Environmental Services, Inc. 1987 - 1990
Education
Rutgers University-New Brunswick 2004 — 2007
Bachelor's Degree, Environmental Science
Poseidon Saltwater Systems, Inc. March 2013 - Present
Investor 1993 - Present
NDX Trading Inc. 1998 - 2009
All Trac Transportation Inc. 1995 - 2005
All Tech Investments November 1993 - 1995
Bear Stearns October 1992 - October 1993
Lehman Brothers May 1989 - September 1992
Eppler Guerin & Turner December 1988 - June 1989
Paine Webber October 1987 - November 1988
Education
University of Iowa 1984 — 1987
Bachelor of General Study's Degree
Sam Houston State University 1982 — 1983
East High School Des Moines, Iowa 1980 — 1982