Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
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Bear Stearns Employees
Employee
Years
Job
Industry
Brad Small Brad Small's Bear Stearns Experience March 2002 - July 2008
Job Global Fixed Income Business Manager
Industry Banking
Experience
Bloomberg LP August 2014 - Present
ING January 2011 - August 2014
National Australia Bank July 2008 - February 2011
Bear Stearns March 2002 - July 2008
JP Morgan Chase May 1998 - January 2002
Skills
Fixed Income, Trading, Swaps, Derivatives, Electronic Trading, Inflation, FX Options, Interest Rate..., Structured Products, Rates, Options, Financial Markets, Equity Derivatives, Capital Markets, Bonds, Banking, Equities
Education
Southern Methodist University 1990 — 1994
BBA, Finance, Accounting
Bloomberg LP August 2014 - Present
ING January 2011 - August 2014
National Australia Bank July 2008 - February 2011
Bear Stearns March 2002 - July 2008
JP Morgan Chase May 1998 - January 2002
Skills
Fixed Income, Trading, Swaps, Derivatives, Electronic Trading, Inflation, FX Options, Interest Rate..., Structured Products, Rates, Options, Financial Markets, Equity Derivatives, Capital Markets, Bonds, Banking, Equities
Education
Southern Methodist University 1990 — 1994
BBA, Finance, Accounting
Vince DiGaetano Vince DiGaetano's Bear Stearns Experience January 2008 - September 2008
Job Corporate Sales Manager Audi Oakland
Industry Automotive
Experience
Audi Oakland October 2013 - Present
Independent Brokers May 2008 - October 2013
Bear Stearns January 2008 - September 2008
Chatsworth Securities 2004 - 2008
Independent Brokers 2002 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2002
Credit Suisse 1998 - 2002
Skills
Business Development, CRM, Management, Sales, Strategic Planning, Team Building, Portfolio Management, Marketing, Strategic Partnerships, New Business Development, Business Strategy, Start-ups, Customer Service, Investment Banking, Sales Management, Leadership Development, Investments, Competitive Analysis, Leadership, Building Relationships, Building Brand Awareness, Capital, Business Planning, Marketing Strategy, Entrepreneurship, Executive Management, Negotiation, Asset Allocation, Institutional Relations, Knowledge Management, Knowledge Sharing, iPhone, Result Oriented, Selling, Alternative Investments, Separately Managed..., Due Diligence, Relationship Building
Education
State University of New York College at Brockport 1978 — 1982
Bachelor of Science, Speech Communications
Audi Oakland October 2013 - Present
Independent Brokers May 2008 - October 2013
Bear Stearns January 2008 - September 2008
Chatsworth Securities 2004 - 2008
Independent Brokers 2002 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2002
Credit Suisse 1998 - 2002
Skills
Business Development, CRM, Management, Sales, Strategic Planning, Team Building, Portfolio Management, Marketing, Strategic Partnerships, New Business Development, Business Strategy, Start-ups, Customer Service, Investment Banking, Sales Management, Leadership Development, Investments, Competitive Analysis, Leadership, Building Relationships, Building Brand Awareness, Capital, Business Planning, Marketing Strategy, Entrepreneurship, Executive Management, Negotiation, Asset Allocation, Institutional Relations, Knowledge Management, Knowledge Sharing, iPhone, Result Oriented, Selling, Alternative Investments, Separately Managed..., Due Diligence, Relationship Building
Education
State University of New York College at Brockport 1978 — 1982
Bachelor of Science, Speech Communications
Mark McDowell Mark McDowell's Bear Stearns Experience May 2007 - August 2007
Job Investment Analyst at Peregrine Investments
Industry Investment Management
Experience
Peregrine Investments April 2012 - Present
Goldman Sachs July 2010 - April 2012
Merrill Lynch June 2009 - July 2010
Bear Stearns May 2007 - August 2007
Skills
Investments, Investment Banking, Hedge Funds, Private Equity, Portfolio Management, Financial Modeling, Valuation, Bloomberg, Mergers & Acquisitions, Alternative Investments
Education
The University of Texas at Austin 2008 — 2009
Master's degree, Accounting
Southern Methodist University 2004 — 2008
BBA, BS, BA, Accounting, Economics
Peregrine Investments April 2012 - Present
Goldman Sachs July 2010 - April 2012
Merrill Lynch June 2009 - July 2010
Bear Stearns May 2007 - August 2007
Skills
Investments, Investment Banking, Hedge Funds, Private Equity, Portfolio Management, Financial Modeling, Valuation, Bloomberg, Mergers & Acquisitions, Alternative Investments
Education
The University of Texas at Austin 2008 — 2009
Master's degree, Accounting
Southern Methodist University 2004 — 2008
BBA, BS, BA, Accounting, Economics
Laura M Goodrich, CPA, CGMA Laura M Goodrich, CPA, CGMA's Bear Stearns Experience 1998 - 1999
Job Financial Operations Executive. Financial Statements & Reporting | Talent Mgmt | Change Mgmt.
Industry Financial Services
Experience
Bridgewater Associates February 2015 - Present
Glade Brook Capital Partners LLC December 2014 - February 2015
Cutwater Asset Management September 2012 - February 2014
Credit Suisse January 2011 - August 2012
Credit Suisse January 2010 - December 2010
Credit Suisse June 2004 - December 2009
Credit Suisse July 2001 - May 2004
Credit Suisse July 1999 - June 2001
Bear Stearns 1998 - 1999
PwC 1996 - 1998
Skills
Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Product Control, Equities, Valuation, Cash Management, Derivatives, US GAAP, Strategic Financial..., Auditing, General Ledger, Capital Markets, Internal Controls, Risk Management, Cross-functional Team..., Asset Managment, Investments, Accounting, Due Diligence, Financial Accounting, Finance, Fixed Income, SEC filings, Investment Banking, IFRS, Financial Audits, ABS, Consolidation, Mergers, Corporate Finance, MBS, Internal Audit, CDO, Asset Management, Credit Derivatives, Account Reconciliation, Banking, Financial Services, GAAP, Management, Mergers & Acquisitions, Swaps, Structured Products, Fund Accounting, Securities, Restructuring, Middle Office, Securitization
Education
State University of New York College at Oneonta 1990 — 1993
Bachelor of Science (B.S.), Accounting
Bridgewater Associates February 2015 - Present
Glade Brook Capital Partners LLC December 2014 - February 2015
Cutwater Asset Management September 2012 - February 2014
Credit Suisse January 2011 - August 2012
Credit Suisse January 2010 - December 2010
Credit Suisse June 2004 - December 2009
Credit Suisse July 2001 - May 2004
Credit Suisse July 1999 - June 2001
Bear Stearns 1998 - 1999
PwC 1996 - 1998
Skills
Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Product Control, Equities, Valuation, Cash Management, Derivatives, US GAAP, Strategic Financial..., Auditing, General Ledger, Capital Markets, Internal Controls, Risk Management, Cross-functional Team..., Asset Managment, Investments, Accounting, Due Diligence, Financial Accounting, Finance, Fixed Income, SEC filings, Investment Banking, IFRS, Financial Audits, ABS, Consolidation, Mergers, Corporate Finance, MBS, Internal Audit, CDO, Asset Management, Credit Derivatives, Account Reconciliation, Banking, Financial Services, GAAP, Management, Mergers & Acquisitions, Swaps, Structured Products, Fund Accounting, Securities, Restructuring, Middle Office, Securitization
Education
State University of New York College at Oneonta 1990 — 1993
Bachelor of Science (B.S.), Accounting
John Vella's Bear Stearns Experience March 2005 - October 2008
Job Chief Revenue Officer at Altisource Portfolio Solutions
Industry Financial Services
Experience
Altisource Portfolio Solutions April 2010 - Present
GMAC Mortgage October 2008 - April 2010
Bear Stearns March 2005 - October 2008
Option One 2002 - 2005
Household Auto 2000 - 2003
Skills
REO, Portfolio Management, Change Management, Start-ups, Process Improvement, Account Management, Mortgage Banking, Leadership, Risk Management, Operations Management, Financial Services, Vendor Management, Mergers & Acquisitions, Asset Management, Loans, Business Development, Loan Servicing, SDLC, IT Strategy, Mortgage Lending, Mergers, Credit, Program Management, Strategic Planning, Real Estate, Financial Modeling, Executive Management, Budgets, Management, Turn Around Management, Contract Negotiation, Business Analysis, Project Management, Team Building, Business Strategy, Mortgage Servicing, Mentoring, Sales, Credit Risk, Loan Origination, Product Management, Banking, Business Intelligence, Outsourcing, Underwriting, Residential Mortgages, Credit Analysis, Customer Service, Business Process..., Asset Managment
Education
Springfield College 1978 — 1982
BS, English, Business
Altisource Portfolio Solutions April 2010 - Present
GMAC Mortgage October 2008 - April 2010
Bear Stearns March 2005 - October 2008
Option One 2002 - 2005
Household Auto 2000 - 2003
Skills
REO, Portfolio Management, Change Management, Start-ups, Process Improvement, Account Management, Mortgage Banking, Leadership, Risk Management, Operations Management, Financial Services, Vendor Management, Mergers & Acquisitions, Asset Management, Loans, Business Development, Loan Servicing, SDLC, IT Strategy, Mortgage Lending, Mergers, Credit, Program Management, Strategic Planning, Real Estate, Financial Modeling, Executive Management, Budgets, Management, Turn Around Management, Contract Negotiation, Business Analysis, Project Management, Team Building, Business Strategy, Mortgage Servicing, Mentoring, Sales, Credit Risk, Loan Origination, Product Management, Banking, Business Intelligence, Outsourcing, Underwriting, Residential Mortgages, Credit Analysis, Customer Service, Business Process..., Asset Managment
Education
Springfield College 1978 — 1982
BS, English, Business
Scott Hammer's Bear Stearns Experience August 1993 - September 1994
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2012 - Present
Allstate Financial Services, LLC May 2007 - May 2012
Smith Barney November 2004 - May 2007
UBS February 2001 - November 2004
Donaldson, Lufkin & Jenrette August 1998 - February 2001
Fidelity Investments December 1994 - September 1997
Bear Stearns August 1993 - September 1994
Skills
Investments, Asset Allocation, Financial Analysis, Finance, Private Equity
Education
Southern Methodist University - Cox School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance & Accounting
The University of Texas at Austin 1988 — 1992
Bachelor's Degree, Economics
Wells Fargo Advisors, LLC May 2012 - Present
Allstate Financial Services, LLC May 2007 - May 2012
Smith Barney November 2004 - May 2007
UBS February 2001 - November 2004
Donaldson, Lufkin & Jenrette August 1998 - February 2001
Fidelity Investments December 1994 - September 1997
Bear Stearns August 1993 - September 1994
Skills
Investments, Asset Allocation, Financial Analysis, Finance, Private Equity
Education
Southern Methodist University - Cox School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance & Accounting
The University of Texas at Austin 1988 — 1992
Bachelor's Degree, Economics
Gretchen Clark, CFA Gretchen Clark, CFA's Bear Stearns Experience 2000 - 2001
Job Finance Professional
Industry Financial Services
Experience
Multi-Dimensional Distribution August 2009 - Present
ZEMgear LLC November 2012 - Present
Monarch Wind Power, LLC October 2009 - November 2012
Black River Asset Management 2008 - September 2009
Black River Asset Management 2004 - 2008
Commerzbank AG 2001 - 2004
Bear Stearns 2000 - 2001
Bear Stearns 1997 - 2000
Congressional Research Service, Economic Division 1995 - 1996
The Brookings Institution 1993 - 1995
Skills
Portfolio Management, Emerging Markets, Corporate Finance, Credit, Fixed Income, Options, Hedge Funds, Renewable Energy, Finance, Financial Risk, Alternative Investments, Equities
Education
University of Michigan 1989 — 1996
Ph.D., Political Science
Stanford University 1985 — 1989
A.B., Individually Designed Major
Multi-Dimensional Distribution August 2009 - Present
ZEMgear LLC November 2012 - Present
Monarch Wind Power, LLC October 2009 - November 2012
Black River Asset Management 2008 - September 2009
Black River Asset Management 2004 - 2008
Commerzbank AG 2001 - 2004
Bear Stearns 2000 - 2001
Bear Stearns 1997 - 2000
Congressional Research Service, Economic Division 1995 - 1996
The Brookings Institution 1993 - 1995
Skills
Portfolio Management, Emerging Markets, Corporate Finance, Credit, Fixed Income, Options, Hedge Funds, Renewable Energy, Finance, Financial Risk, Alternative Investments, Equities
Education
University of Michigan 1989 — 1996
Ph.D., Political Science
Stanford University 1985 — 1989
A.B., Individually Designed Major
Amy Sabin Amy Sabin's Bear Stearns Experience August 2002 - March 2008
Job Managing Director at J.P. Morgan Securities
Industry Investment Management
Experience
J.P. Morgan Securities 2002 - Present
Bear Stearns, a Division of JP Morgan 2008 - 2010
Bear Stearns August 2002 - March 2008
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Capital Markets, Asset Management, Series 7, Securities, Investments, Portfolio Management, Investment Banking, Mutual Funds, Bloomberg, Wealth Management, Private Equity, Series 63, Trading, Valuation, Financial Modeling, Bonds, Due Diligence
Education
Southern Methodist University 1985 — 1989
BA, Marketing
Southern Methodist University - Cox School of Business 1985 — 1989
BBA, Marketing
J.P. Morgan Securities 2002 - Present
Bear Stearns, a Division of JP Morgan 2008 - 2010
Bear Stearns August 2002 - March 2008
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Capital Markets, Asset Management, Series 7, Securities, Investments, Portfolio Management, Investment Banking, Mutual Funds, Bloomberg, Wealth Management, Private Equity, Series 63, Trading, Valuation, Financial Modeling, Bonds, Due Diligence
Education
Southern Methodist University 1985 — 1989
BA, Marketing
Southern Methodist University - Cox School of Business 1985 — 1989
BBA, Marketing
Colin Elder Colin Elder's Bear Stearns Experience July 2004 - June 2005
Job Strategy Engineer at CROSCON
Industry Internet
Experience
CROSCON March 2013 - Present
Bascom Hill Partners March 2010 - May 2012
Jefferies & Company June 2005 - February 2010
Bear Stearns July 2004 - June 2005
Skills
Trading Systems, Eze Castle, REDI, Reuters, Bloomberg, Technical Analysis, Equities, Equities Technology, Trading Operations, Hedge Funds, Software Design, Efficiency, Investments, Trading Strategies, Trading, Derivatives, Strategy, Fixed Income, Capital Markets, Financial Analysis, Options, Social Media
Education
State University of New York at Oswego 2000 — 2004
Bachelor of Science (BS), Finance, Econmics
CROSCON March 2013 - Present
Bascom Hill Partners March 2010 - May 2012
Jefferies & Company June 2005 - February 2010
Bear Stearns July 2004 - June 2005
Skills
Trading Systems, Eze Castle, REDI, Reuters, Bloomberg, Technical Analysis, Equities, Equities Technology, Trading Operations, Hedge Funds, Software Design, Efficiency, Investments, Trading Strategies, Trading, Derivatives, Strategy, Fixed Income, Capital Markets, Financial Analysis, Options, Social Media
Education
State University of New York at Oswego 2000 — 2004
Bachelor of Science (BS), Finance, Econmics
George Kursar's Bear Stearns Experience February 2004 - November 2005
Job Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company January 2012 - Present
Deutsche Bank November 2005 - January 2012
Bear Stearns February 2004 - November 2005
McCann Erickson February 2000 - August 2003
College Pro 1997 - 1998
Skills
Equities, Series 7, Bloomberg, Equity Trading, Hedge Funds, Series 63, Capital Markets
Education
Saint John's University 2003 — 2006
MBA, Finance
SUNY Potsdam 1995 — 1999
Bachelor's degree
Sachem High School 1991 — 1995
Jefferies & Company January 2012 - Present
Deutsche Bank November 2005 - January 2012
Bear Stearns February 2004 - November 2005
McCann Erickson February 2000 - August 2003
College Pro 1997 - 1998
Skills
Equities, Series 7, Bloomberg, Equity Trading, Hedge Funds, Series 63, Capital Markets
Education
Saint John's University 2003 — 2006
MBA, Finance
SUNY Potsdam 1995 — 1999
Bachelor's degree
Sachem High School 1991 — 1995
Lisa Machii Greengrove Lisa Machii Greengrove's Bear Stearns Experience May 2007 - October 2007
Job Transactional Attorney at Spierer, Woodward, Corbalis & Goldberg
Industry Law Practice
Experience
Spierer, Woodward, Corbalis & Goldberg June 2015 - Present
Katten Muchin Rosenman LLP January 2013 - June 2015
Law Offices of Lisa N. Machii November 2007 - January 2013
Bear Stearns May 2007 - October 2007
Katten Muchin Rosenman LLP February 2005 - April 2007
Orrick, Herrington & Sutcliffe LLP November 2000 - December 2004
Allen Matkins Leck Gamble & Mallory LLP July 1999 - October 2000
Gibson, Dunn & Crutcher LLP April 1998 - June 1999
Coopers & Lybrand January 1996 - March 1998
Skills
Dispositions, Real Estate, Business Transactions, Joint Ventures, Mergers
Education
Southwestern Law School 1993 — 1996
JD, Law
University of Southern California 1990 — 1992
BS, Accounting
Spierer, Woodward, Corbalis & Goldberg June 2015 - Present
Katten Muchin Rosenman LLP January 2013 - June 2015
Law Offices of Lisa N. Machii November 2007 - January 2013
Bear Stearns May 2007 - October 2007
Katten Muchin Rosenman LLP February 2005 - April 2007
Orrick, Herrington & Sutcliffe LLP November 2000 - December 2004
Allen Matkins Leck Gamble & Mallory LLP July 1999 - October 2000
Gibson, Dunn & Crutcher LLP April 1998 - June 1999
Coopers & Lybrand January 1996 - March 1998
Skills
Dispositions, Real Estate, Business Transactions, Joint Ventures, Mergers
Education
Southwestern Law School 1993 — 1996
JD, Law
University of Southern California 1990 — 1992
BS, Accounting
Niki Lin Niki Lin's Bear Stearns Experience December 2002 - June 2004
Job Food & Wine focused MBA
Industry Wine and Spirits
Experience
September Wines & Spirits August 2013 - January 2014
Montenegro Group October 2012 - December 2012
Best Cellars June 2010 - September 2011
Goldman Sachs June 2004 - August 2005
Bear Stearns December 2002 - June 2004
Philips Electronics North America Corp. June 2001 - August 2002
Skills
Wine, Restaurants, Food, Business Strategy, Food & Beverage, Business Development, Travel, Spirits, China Market, China Marketing, Market Research, Product Launch, Marketing, Marketing Strategy, China Business..., Event Planning, Wine Tasting, CRM, Analysis, Finance, Retail, Social Media, Accounting, Management, Pricing, Brand Management, Sales, Product Development, Inventory Management, Purchasing, Sales Management
Education
ALMA Graduate School - University of Bologna 2011 — 2012
MBA, Food and Wine
State University of New York at Buffalo - School of Management 1997 — 2000
BS, Accounting and Finance
September Wines & Spirits August 2013 - January 2014
Montenegro Group October 2012 - December 2012
Best Cellars June 2010 - September 2011
Goldman Sachs June 2004 - August 2005
Bear Stearns December 2002 - June 2004
Philips Electronics North America Corp. June 2001 - August 2002
Skills
Wine, Restaurants, Food, Business Strategy, Food & Beverage, Business Development, Travel, Spirits, China Market, China Marketing, Market Research, Product Launch, Marketing, Marketing Strategy, China Business..., Event Planning, Wine Tasting, CRM, Analysis, Finance, Retail, Social Media, Accounting, Management, Pricing, Brand Management, Sales, Product Development, Inventory Management, Purchasing, Sales Management
Education
ALMA Graduate School - University of Bologna 2011 — 2012
MBA, Food and Wine
State University of New York at Buffalo - School of Management 1997 — 2000
BS, Accounting and Finance
Hamilton Mart Hamilton Mart's Bear Stearns Experience December 2001 - March 2008
Job MB Business Analys IV at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2009 - Present
JPMorgan Chase March 2008 - March 2009
Bear Stearns December 2001 - March 2008
Skills
Mortgage Servicing, Bloomberg, Fixed Income, Financial Modeling, Loss Mitigation, Valuation, Capital Markets, Business Requirements, Derivatives, Options, Asset Managment, Bloomberg Terminal, Portfolio Management, Market Risk, Loan Origination, User Acceptance Testing, Requirements Gathering, Business Analysis, Investments, Mutual Funds, Asset Management, Project Management
Education
Texas Tech University 1965 — 1970
BBA, Industrial Management
SMU 1972 — 1974
Certificate, Real Estate
J.P. Morgan March 2009 - Present
JPMorgan Chase March 2008 - March 2009
Bear Stearns December 2001 - March 2008
Skills
Mortgage Servicing, Bloomberg, Fixed Income, Financial Modeling, Loss Mitigation, Valuation, Capital Markets, Business Requirements, Derivatives, Options, Asset Managment, Bloomberg Terminal, Portfolio Management, Market Risk, Loan Origination, User Acceptance Testing, Requirements Gathering, Business Analysis, Investments, Mutual Funds, Asset Management, Project Management
Education
Texas Tech University 1965 — 1970
BBA, Industrial Management
SMU 1972 — 1974
Certificate, Real Estate
William C. Powers William C. Powers's Bear Stearns Experience 1988 - 1990
Job Investor and Philanthropist
Industry Investment Management
Experience
The Strand Partners 2010 - Present
PIMCO 1991 - 2010
Bear Stearns 1988 - 1990
Salomon Brothers 1983 - 1988
Skills
Fixed Income, Hedge Funds, Equities, Investments, Asset Management, Derivatives, Asset Allocation, Wealth Management, Portfolio Management, Bonds
Education
Stanford Graduate School of Business 1981 — 1983
Princeton University 1975 — 1979
St Albans School 1969 — 1975
The Strand Partners 2010 - Present
PIMCO 1991 - 2010
Bear Stearns 1988 - 1990
Salomon Brothers 1983 - 1988
Skills
Fixed Income, Hedge Funds, Equities, Investments, Asset Management, Derivatives, Asset Allocation, Wealth Management, Portfolio Management, Bonds
Education
Stanford Graduate School of Business 1981 — 1983
Princeton University 1975 — 1979
St Albans School 1969 — 1975
Christopher Stevenson, CPWA(R) Christopher Stevenson, CPWA(R)'s Bear Stearns Experience January 1993 - April 1995
Job Senior Vice President
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2012 - Present
Morgan Stanley Smith Barney February 2010 - January 2012
Morgan Stanley Smith Barney May 2007 - February 2010
Morgan Stanley Smith Barney February 2004 - May 2007
Morgan Stanley Smith Barney January 2001 - February 2004
Morgan Stanley Smith Barney April 1995 - January 2001
Bear Stearns January 1993 - April 1995
Education
Southern Methodist University - Cox School of Business 1989 — 1992
Finance, Finance
The University of Chicago - Booth School of Business
Finance
The University of Chicago - Booth School of Business
Morgan Stanley Smith Barney January 2012 - Present
Morgan Stanley Smith Barney February 2010 - January 2012
Morgan Stanley Smith Barney May 2007 - February 2010
Morgan Stanley Smith Barney February 2004 - May 2007
Morgan Stanley Smith Barney January 2001 - February 2004
Morgan Stanley Smith Barney April 1995 - January 2001
Bear Stearns January 1993 - April 1995
Education
Southern Methodist University - Cox School of Business 1989 — 1992
Finance, Finance
The University of Chicago - Booth School of Business
Finance
The University of Chicago - Booth School of Business
Stephanie Miller Stephanie Miller's Bear Stearns Experience 2007 - 2008
Job President at Stephanie Miller, P.C.
Industry Oil & Energy
Experience
Stephanie Miller, P.C. December 2010 - Present
EDF Trading June 2008 - December 2010
Lehman Brothers 2008 - 2008
Bear Stearns 2007 - 2008
Bear Energy 2006 - 2008
Saracen Energy May 2004 - May 2005
Skills
Natural Gas, Energy, Due Diligence, Mergers & Acquisitions, Contract Negotiation, Corporate Law, Energy Industry, Risk Management, Commodity Markets, Joint Ventures, Derivatives, Trading, Project Finance, Renewable Energy, Strategic Planning, Financial Structuring, Credit Risk, Portfolio Management, Commodity, Petroleum, Financial Analysis, Hedging, M&A experience, Private Equity, Business Strategy, Valuation, Financial Modeling, Structured Products, Corporate Governance, Gas, Mergers, Corporate Finance, Oil/Gas, Swaps, Investment Banking, Negotiation, Securities, Litigation, Equities, Divestitures, Economics, Hedge Funds, Options, Structured Finance, ISDA, Energy Markets, Electricity Markets, Analysis, Commercial Litigation, Financial Risk
Education
South Texas College of Law 2003 — 2005
Juris Doctorate
Texas State University-San Marcos
Bachelor of Arts (B.A.), Spanish and Psychology- double major
Stephanie Miller, P.C. December 2010 - Present
EDF Trading June 2008 - December 2010
Lehman Brothers 2008 - 2008
Bear Stearns 2007 - 2008
Bear Energy 2006 - 2008
Saracen Energy May 2004 - May 2005
Skills
Natural Gas, Energy, Due Diligence, Mergers & Acquisitions, Contract Negotiation, Corporate Law, Energy Industry, Risk Management, Commodity Markets, Joint Ventures, Derivatives, Trading, Project Finance, Renewable Energy, Strategic Planning, Financial Structuring, Credit Risk, Portfolio Management, Commodity, Petroleum, Financial Analysis, Hedging, M&A experience, Private Equity, Business Strategy, Valuation, Financial Modeling, Structured Products, Corporate Governance, Gas, Mergers, Corporate Finance, Oil/Gas, Swaps, Investment Banking, Negotiation, Securities, Litigation, Equities, Divestitures, Economics, Hedge Funds, Options, Structured Finance, ISDA, Energy Markets, Electricity Markets, Analysis, Commercial Litigation, Financial Risk
Education
South Texas College of Law 2003 — 2005
Juris Doctorate
Texas State University-San Marcos
Bachelor of Arts (B.A.), Spanish and Psychology- double major
Drew Guevara Drew Guevara's Bear Stearns Experience 1992 - 1995
Job Head of Global Technology Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 1995 - Present
Morgan Stanley 2001 - 2010
Morgan Stanley 1999 - 2001
Morgan Stanley 1997 - 1999
Morgan Stanley 1995 - 1997
Bear Stearns 1992 - 1995
Salomon Brothers 1990 - 1992
Skills
Investment Banking, Mergers, Corporate Finance, IPO
Education
Stanford University 1986 — 1990
AB, Economics
El Paso High School 1984 — 1986
Stanford University
A.B, Economics
Morgan Stanley May 1995 - Present
Morgan Stanley 2001 - 2010
Morgan Stanley 1999 - 2001
Morgan Stanley 1997 - 1999
Morgan Stanley 1995 - 1997
Bear Stearns 1992 - 1995
Salomon Brothers 1990 - 1992
Skills
Investment Banking, Mergers, Corporate Finance, IPO
Education
Stanford University 1986 — 1990
AB, Economics
El Paso High School 1984 — 1986
Stanford University
A.B, Economics
Denise Ferro Strohofer's Bear Stearns Experience August 1997 - April 2000
Job IT Asset & Configuration Manager
Industry Information Technology and Services
Experience
Catholic Health Services of Long Island November 2012 - Present
Software Asset Management Solutions, LLC September 2010 - October 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers March 2004 - September 2008
Lehman Brothers March 2001 - March 2004
Deutsche Bank April 2000 - March 2001
Bear Stearns August 1997 - April 2000
Skills
Project Management, Management, Software Documentation, Vendor Management, Databases, Software Asset..., Project Planning, IT Strategy, IT Management, Asset Management, Process Improvement, Disaster Recovery, Software Project..., IT Service Management, Budgets, ITIL, Contract Negotiation, SDLC, Procurement
Education
State University of New York College at Oneonta
Catholic Health Services of Long Island November 2012 - Present
Software Asset Management Solutions, LLC September 2010 - October 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers March 2004 - September 2008
Lehman Brothers March 2001 - March 2004
Deutsche Bank April 2000 - March 2001
Bear Stearns August 1997 - April 2000
Skills
Project Management, Management, Software Documentation, Vendor Management, Databases, Software Asset..., Project Planning, IT Strategy, IT Management, Asset Management, Process Improvement, Disaster Recovery, Software Project..., IT Service Management, Budgets, ITIL, Contract Negotiation, SDLC, Procurement
Education
State University of New York College at Oneonta
Lizabeth Dunn Lizabeth Dunn's Bear Stearns Experience November 2000 - October 2001
Job Founder and CEO at Talmage Advisors
Industry Financial Services
Experience
Consumer Growth Partners June 2015 - Present
Talmage Advisors September 2014 - Present
Macquarie Group August 2011 - September 2014
FBR August 2010 - June 2011
Thomas Weisel October 2006 - June 2010
Prudential Equity Group October 2001 - November 2006
Bear Stearns November 2000 - October 2001
Gap Inc. May 2000 - November 2000
Liz Claiborne June 1999 - April 2000
Bear Stearns February 1997 - June 1999
Skills
Equities, Equity Research, Capital Markets, Valuation, Financial Modeling, Bloomberg, Strategy, Investment Banking, Equity Valuation, Alternative Investments, Fixed Income, Private Equity, Hedge Funds, Portfolio Management, Investments, Strategic Brand...
Education
Spelman College 1992 — 1996
Bachelor of Arts, Economics
Consumer Growth Partners June 2015 - Present
Talmage Advisors September 2014 - Present
Macquarie Group August 2011 - September 2014
FBR August 2010 - June 2011
Thomas Weisel October 2006 - June 2010
Prudential Equity Group October 2001 - November 2006
Bear Stearns November 2000 - October 2001
Gap Inc. May 2000 - November 2000
Liz Claiborne June 1999 - April 2000
Bear Stearns February 1997 - June 1999
Skills
Equities, Equity Research, Capital Markets, Valuation, Financial Modeling, Bloomberg, Strategy, Investment Banking, Equity Valuation, Alternative Investments, Fixed Income, Private Equity, Hedge Funds, Portfolio Management, Investments, Strategic Brand...
Education
Spelman College 1992 — 1996
Bachelor of Arts, Economics
Marjorie Tornatore, Marjorie Tornatore,'s Bear Stearns Experience January 1997 - January 2004
Job Luxury Residential & Commercial Specialist / Certified International Property Specialist (CIPS)
Industry Real Estate
Experience
Douglas Elliman Real Estate February 2014 - Present
Advent Software March 2007 - February 2013
Merrill Lynch Pierce Fenner Smith January 2004 - February 2007
Bear Stearns January 1997 - January 2004
Charles Schwab 1992 - 1997
Skills
Business Development, Cross Selling, Solution Implementation, Strategic Partnerships, Contract Negotiation, Relationship Management, Investment Management..., Project Management, Alternative Investments, Sales Process, Portfolio Management, CRM, Hedge Funds, Salesforce.com, SaaS, Strategy, Management, Integration, Investments, Sales, Asset Management, Marketing, Business Analysis, Process Improvement, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1992
BA, Finance
Douglas Elliman Real Estate February 2014 - Present
Advent Software March 2007 - February 2013
Merrill Lynch Pierce Fenner Smith January 2004 - February 2007
Bear Stearns January 1997 - January 2004
Charles Schwab 1992 - 1997
Skills
Business Development, Cross Selling, Solution Implementation, Strategic Partnerships, Contract Negotiation, Relationship Management, Investment Management..., Project Management, Alternative Investments, Sales Process, Portfolio Management, CRM, Hedge Funds, Salesforce.com, SaaS, Strategy, Management, Integration, Investments, Sales, Asset Management, Marketing, Business Analysis, Process Improvement, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1992
BA, Finance
Claudio Rodriguez Claudio Rodriguez's Bear Stearns Experience 1997 - 2005
Job Senior Manager at Deloitte
Industry Financial Services
Experience
Deloitte 2013 - Present
Morgan Stanley 2005 - 2013
Bear Stearns 1997 - 2005
Speer, Leeds & Kellogg 1996 - 1997
Smith Barney 1995 - 1996
Bear Stearns 1992 - 1995
Skills
FINRA Series 27, Regulatory Reporting, Basel I, Basel II, Basel III, 15c3-1, 15c3-3, FINRA, Regulatory Capital, Banking, Market Risk, Equities, Operational Risk, Financial Regulation, Fixed Income, Capital Markets, Finance, Credit Derivatives, Structured Products, Hedge Funds, Investment Banking, Prime Brokerage, Enterprise Risk..., Governance, Securitization, Financial Analysis, Risk Management
Education
St. Francis College
Bachelor of Science, Double Major - Accounting and Business Management specializing in Finance
Xavier High School
Deloitte 2013 - Present
Morgan Stanley 2005 - 2013
Bear Stearns 1997 - 2005
Speer, Leeds & Kellogg 1996 - 1997
Smith Barney 1995 - 1996
Bear Stearns 1992 - 1995
Skills
FINRA Series 27, Regulatory Reporting, Basel I, Basel II, Basel III, 15c3-1, 15c3-3, FINRA, Regulatory Capital, Banking, Market Risk, Equities, Operational Risk, Financial Regulation, Fixed Income, Capital Markets, Finance, Credit Derivatives, Structured Products, Hedge Funds, Investment Banking, Prime Brokerage, Enterprise Risk..., Governance, Securitization, Financial Analysis, Risk Management
Education
St. Francis College
Bachelor of Science, Double Major - Accounting and Business Management specializing in Finance
Xavier High School
Erik Norrgard Erik Norrgard's Bear Stearns Experience 1994 - 1997
Job Alternative Investment, Portfolio Management, Business Development, CFA
Industry Financial Services
Experience
NorthHouse Advisors, LLC January 2003 - Present
Iron Peak Capital Management, LLC June 2006 - December 2011
HVB Americas, Inc 2001 - 2004
CAL FP 2000 - 2001
Daiwa Securities 1997 - 1999
Bear Stearns 1994 - 1997
Lehman Brothers 1991 - 1994
Baring Securities 1989 - 1991
Salomon Brothers 1983 - 1989
Merrill Lynch 1981 - 1983
Skills
Trading, Deal Structuring, Multi-Strategy..., Mortgage Backed Debt..., Emerging Market..., Trading Desk..., Capital & Fund Raising, Hedge Fund Due Diligence, P&L/Budget Management, Structured Product..., Quantitative Research &..., Risk Management &..., Staff Management &..., Hedge Fund of Funds, Product Development, Investments, Due Diligence, Hedge Funds, Asset Managment, Fixed Income, Emerging Markets, Business Development, Structured Products, Mutual Funds, Private Equity, Bonds, Negotiation, Fund Of Funds, Hedging, Alternative Investments, Financial Markets, Financial Services, Risk Management, Valuation, Portfolio Management, Securities, Asset Management, Derivatives, Investment Advisory, Joint Ventures, Financial Modeling, Investment Banking, Finance, Strategy, Equities, Capital Markets, Bloomberg, Financial Structuring, Start-ups, Equity Research
Education
Saint Lawrence University 1977 — 1981
BS, Psychology/ Economics
greenwich high school
NorthHouse Advisors, LLC January 2003 - Present
Iron Peak Capital Management, LLC June 2006 - December 2011
HVB Americas, Inc 2001 - 2004
CAL FP 2000 - 2001
Daiwa Securities 1997 - 1999
Bear Stearns 1994 - 1997
Lehman Brothers 1991 - 1994
Baring Securities 1989 - 1991
Salomon Brothers 1983 - 1989
Merrill Lynch 1981 - 1983
Skills
Trading, Deal Structuring, Multi-Strategy..., Mortgage Backed Debt..., Emerging Market..., Trading Desk..., Capital & Fund Raising, Hedge Fund Due Diligence, P&L/Budget Management, Structured Product..., Quantitative Research &..., Risk Management &..., Staff Management &..., Hedge Fund of Funds, Product Development, Investments, Due Diligence, Hedge Funds, Asset Managment, Fixed Income, Emerging Markets, Business Development, Structured Products, Mutual Funds, Private Equity, Bonds, Negotiation, Fund Of Funds, Hedging, Alternative Investments, Financial Markets, Financial Services, Risk Management, Valuation, Portfolio Management, Securities, Asset Management, Derivatives, Investment Advisory, Joint Ventures, Financial Modeling, Investment Banking, Finance, Strategy, Equities, Capital Markets, Bloomberg, Financial Structuring, Start-ups, Equity Research
Education
Saint Lawrence University 1977 — 1981
BS, Psychology/ Economics
greenwich high school
Gerald McCrink Gerald McCrink's Bear Stearns Experience July 1996 - June 2008
Job Assistant Vice President at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York October 2010 - Present
Comforce December 2009 - November 2010
JPMorgan Chase June 2008 - July 2009
Bear Stearns July 1996 - June 2008
JP Morgan July 1985 - July 1996
Arthur Young July 1982 - July 1985
Skills
Internal Controls, Finance, Trading, Risk Management, Fixed Income, Capital Markets, Accounting, Loans, Leadership, Strategic Planning, Bloomberg, Financial Services, Financial Analysis, Financial Structuring, Portfolio Management, Credit, Financial Modeling, Hedge Funds, Management, Financial Reporting, Securities, Mergers & Acquisitions, Corporate Finance, Equities, Banking, Private Equity, Derivatives, Investment Banking, Structured Products
Education
State University of New York at Buffalo - School of Management 1981 — 1982
MBA, Accounting, Finance
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Accounting, Finance
Federal Reserve Bank of New York October 2010 - Present
Comforce December 2009 - November 2010
JPMorgan Chase June 2008 - July 2009
Bear Stearns July 1996 - June 2008
JP Morgan July 1985 - July 1996
Arthur Young July 1982 - July 1985
Skills
Internal Controls, Finance, Trading, Risk Management, Fixed Income, Capital Markets, Accounting, Loans, Leadership, Strategic Planning, Bloomberg, Financial Services, Financial Analysis, Financial Structuring, Portfolio Management, Credit, Financial Modeling, Hedge Funds, Management, Financial Reporting, Securities, Mergers & Acquisitions, Corporate Finance, Equities, Banking, Private Equity, Derivatives, Investment Banking, Structured Products
Education
State University of New York at Buffalo - School of Management 1981 — 1982
MBA, Accounting, Finance
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Accounting, Finance
Tracy Dunbar, MBA, PHR's Bear Stearns Experience June 1996 - April 1998
Job Human Assets Business Partner
Industry Education Management
Experience
Teach For America October 2012 - Present
Teach For America September 2011 - October 2012
Teach For America - Atlanta June 2008 - July 2011
The Home Depot August 2006 - January 2008
JPMorgan Chase May 2003 - May 2004
JPMorgan Chase May 1998 - May 2003
Bear Stearns June 1996 - April 1998
Skills
Program Management, Change Management, Cross-functional Team..., Business Process..., Talent Management
Education
L.E.A.D. Atlanta, Class of 2008 2008 — 2008
University of Georgia - Terry College of Business 2004 — 2006
MBA, Marketing & Strategy
St. Francis College 1992 — 1996
B.S,, Business Administration
Teach For America October 2012 - Present
Teach For America September 2011 - October 2012
Teach For America - Atlanta June 2008 - July 2011
The Home Depot August 2006 - January 2008
JPMorgan Chase May 2003 - May 2004
JPMorgan Chase May 1998 - May 2003
Bear Stearns June 1996 - April 1998
Skills
Program Management, Change Management, Cross-functional Team..., Business Process..., Talent Management
Education
L.E.A.D. Atlanta, Class of 2008 2008 — 2008
University of Georgia - Terry College of Business 2004 — 2006
MBA, Marketing & Strategy
St. Francis College 1992 — 1996
B.S,, Business Administration
Jose Panganiban Jose Panganiban's Bear Stearns Experience February 2000 - May 2006
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Citi May 2007 - April 2014
Merrill Lynch May 2006 - May 2007
Bear Stearns February 2000 - May 2006
Skills
Derivatives, Counterparty Risk, Fixed Income, Credit Risk, Equities, CVA, Quantitative Finance, VBA
Education
Stanford University 1994 — 1999
Doctor of Philosophy (Ph.D.), Engineering Economic Systems and Operations Research
Stanford University 1993 — 1994
Master of Science (M.S.), Engineering Economic Systems
Stanford University 1992 — 1993
Master of Science (M.S.), Operations Research
Hochschule für Musik und Theater München 1990 — 1991
Aufbaustudium, Piano Performance
J.P. Morgan May 2014 - Present
Citi May 2007 - April 2014
Merrill Lynch May 2006 - May 2007
Bear Stearns February 2000 - May 2006
Skills
Derivatives, Counterparty Risk, Fixed Income, Credit Risk, Equities, CVA, Quantitative Finance, VBA
Education
Stanford University 1994 — 1999
Doctor of Philosophy (Ph.D.), Engineering Economic Systems and Operations Research
Stanford University 1993 — 1994
Master of Science (M.S.), Engineering Economic Systems
Stanford University 1992 — 1993
Master of Science (M.S.), Operations Research
Hochschule für Musik und Theater München 1990 — 1991
Aufbaustudium, Piano Performance
Kathleen Bardolf Kathleen Bardolf's Bear Stearns Experience 1996 - 2008
Job Director of Business Affairs, SUNY Office of Global Affairs
Industry Accounting
Experience
SUNY Office of Global Affairs 2009 - Present
Bear Stearns 1996 - 2008
Ernst & Young LLP 1993 - 1996
Ernst & Young LLP 1989 - 1991
Skills
Financial Modeling, Financial Analysis, Risk Management, Due Diligence, Financial Services, Budgets, Finance, Business Analysis, Strategic Planning, Entrepreneurship, Accounting, Business Strategy, Project Management
Education
St. John's University, The Peter J. Tobin College of Business
MBA, Accounting
St. John's University, The Peter J. Tobin College of Business
B.S. Business, Quantitative Analysis
SUNY Office of Global Affairs 2009 - Present
Bear Stearns 1996 - 2008
Ernst & Young LLP 1993 - 1996
Ernst & Young LLP 1989 - 1991
Skills
Financial Modeling, Financial Analysis, Risk Management, Due Diligence, Financial Services, Budgets, Finance, Business Analysis, Strategic Planning, Entrepreneurship, Accounting, Business Strategy, Project Management
Education
St. John's University, The Peter J. Tobin College of Business
MBA, Accounting
St. John's University, The Peter J. Tobin College of Business
B.S. Business, Quantitative Analysis
Michael Tumulty Michael Tumulty's Bear Stearns Experience 1986 - 2003
Job Hedge Fund Services Executive
Industry Investment Management
Experience
Merrill Lynch September 2005 - January 2008
Bear Stearns 1986 - 2003
Education
State University of New York College at Oswego 1977 — 1981
Merrill Lynch September 2005 - January 2008
Bear Stearns 1986 - 2003
Education
State University of New York College at Oswego 1977 — 1981
Brent Follis's Bear Stearns Experience August 2004 - November 2007
Job Integrated Marketing Creative Specialist
Industry Marketing and Advertising
Experience
Sergeant Media 2012 - Present
Discovery Communications January 2008 - November 2014
Bear Stearns August 2004 - November 2007
Skills
Music, Sound, Entertainment, Recording, Music Production, Broadcast, Video Production, Music Industry, New Media, Digital Media, Project Management, Video, Logic Pro, Final Cut Pro, Voice Over, Integrated Marketing, Audio Editing, Post Production, Television, Commercials, Producing, Audio Post Production, Multimedia
Education
Southern Illinois University, Edwardsville
Bachelor of Science (BS), Advertising/Mass Communication/Media Studies
Sergeant Media 2012 - Present
Discovery Communications January 2008 - November 2014
Bear Stearns August 2004 - November 2007
Skills
Music, Sound, Entertainment, Recording, Music Production, Broadcast, Video Production, Music Industry, New Media, Digital Media, Project Management, Video, Logic Pro, Final Cut Pro, Voice Over, Integrated Marketing, Audio Editing, Post Production, Television, Commercials, Producing, Audio Post Production, Multimedia
Education
Southern Illinois University, Edwardsville
Bachelor of Science (BS), Advertising/Mass Communication/Media Studies
Ashley Novegrod's Bear Stearns Experience February 2007 - July 2008
Job Associate Cross Product Sales Support
Industry Financial Services
Experience
Deutsche Bank November 2014 - Present
Barclays Investment Bank December 2010 - November 2014
J.P. Morgan August 2008 - November 2010
Bear Stearns February 2007 - July 2008
Skills
Business Analysis, MBS, Operations, Prime Brokerage, Financial Operations, Securities, Bonds, Financial Risk, Trading
Education
State University of New York College at Old Westbury 2002 — 2006
Bachelor of Science (BS), Financial Analysis
Deutsche Bank November 2014 - Present
Barclays Investment Bank December 2010 - November 2014
J.P. Morgan August 2008 - November 2010
Bear Stearns February 2007 - July 2008
Skills
Business Analysis, MBS, Operations, Prime Brokerage, Financial Operations, Securities, Bonds, Financial Risk, Trading
Education
State University of New York College at Old Westbury 2002 — 2006
Bachelor of Science (BS), Financial Analysis
Kara Thomas Oliver Kara Thomas Oliver's Bear Stearns Experience May 2004 - August 2008
Job Construction & Facilities Administrator at The Metropolitan Museum of Art
Industry Museums and Institutions
Experience
The Metropolitan Museum of Art October 2008 - Present
self August 2009 - June 2015
Bear Stearns May 2004 - August 2008
Rockefeller Group Technology Solutions April 1999 - May 2004
Skills
Editing, Office Management, Administration, Events Coordination, Writing, Excel, Project Management, Customer Service, Microsoft Word, Microsoft Excel, Outlook, Research, PowerPoint, Marketing, Nonprofits, Social Networking, Event Planning, Press Releases, Fundraising, Management, Appointment Scheduling, Copy Editing, Marketing Event Planning, Meeting Planning, Meeting Scheduling, Microsoft Office, Museum Planning, Museums
Education
State University of New York College at Geneseo 1993 — 1997
Bachelor's, Communication, Art History
Media Bistro 2009 — 2009
Copyediting
Greenwich Central High School 1989 — 1993
Regents Diploma with Honors
The Metropolitan Museum of Art October 2008 - Present
self August 2009 - June 2015
Bear Stearns May 2004 - August 2008
Rockefeller Group Technology Solutions April 1999 - May 2004
Skills
Editing, Office Management, Administration, Events Coordination, Writing, Excel, Project Management, Customer Service, Microsoft Word, Microsoft Excel, Outlook, Research, PowerPoint, Marketing, Nonprofits, Social Networking, Event Planning, Press Releases, Fundraising, Management, Appointment Scheduling, Copy Editing, Marketing Event Planning, Meeting Planning, Meeting Scheduling, Microsoft Office, Museum Planning, Museums
Education
State University of New York College at Geneseo 1993 — 1997
Bachelor's, Communication, Art History
Media Bistro 2009 — 2009
Copyediting
Greenwich Central High School 1989 — 1993
Regents Diploma with Honors
Suzanne Brandt Suzanne Brandt's Bear Stearns Experience 1990 - 1994
Job Realtor at Coldwell Banker Trails West Realty, Ltd.
Industry Real Estate
Experience
Coldwell Banker Trails West Realty, Ltd. July 1994 - Present
Bear Stearns 1990 - 1994
Montgomery Securities 1984 - 1990
Skills
Residential Real Estate..., Sellers, Relocation, Single Family Homes, First Time Home Buyers, Buyer Representation, Foreclosures, Short Sales, REO, Investment Properties, Listings, Luxury, Townhomes, Investors, Real Property, Condos, Buyers, New Home Sales, 1031 Exchanges, Residential Homes, Real Estate, SFR, Real Estate Transactions, New Homes, Referrals, HUD
Education
Stanford University 1974 — 1979
Bachelor of Arts (B.A.), Political Science and Government
St. Michael's High School, Santa Fe, NM
Coldwell Banker Trails West Realty, Ltd. July 1994 - Present
Bear Stearns 1990 - 1994
Montgomery Securities 1984 - 1990
Skills
Residential Real Estate..., Sellers, Relocation, Single Family Homes, First Time Home Buyers, Buyer Representation, Foreclosures, Short Sales, REO, Investment Properties, Listings, Luxury, Townhomes, Investors, Real Property, Condos, Buyers, New Home Sales, 1031 Exchanges, Residential Homes, Real Estate, SFR, Real Estate Transactions, New Homes, Referrals, HUD
Education
Stanford University 1974 — 1979
Bachelor of Arts (B.A.), Political Science and Government
St. Michael's High School, Santa Fe, NM
Jack Oestreicher Jack Oestreicher's Bear Stearns Experience 1999 - 2008
Job FBR & Co. Managing Director: Head of Distressed Sales
Industry Financial Services
Experience
FBR & Co. June 2015 - Present
The Royal Bank of Scotland October 2013 - May 2015
Cantor Fitzgerald January 2012 - August 2013
RBS Global Banking & Markets 2008 - 2011
Bear Stearns 1999 - 2008
The Delaware Bay Company, Inc. June 1992 - June 1999
Skills
Fixed Income, Hedge Funds, Equities, High Yield, Capital Markets, Bloomberg, Bonds, Alternative Investments, Credit Derivatives, Derivatives, Trading, Investment Banking, Structured Finance, Securities, Financial Markets
Education
St. Lawrence University 1987 — 1991
Bachelor's degree, Economics / English Literature
The Delbarton School 1984 — 1987
FBR & Co. June 2015 - Present
The Royal Bank of Scotland October 2013 - May 2015
Cantor Fitzgerald January 2012 - August 2013
RBS Global Banking & Markets 2008 - 2011
Bear Stearns 1999 - 2008
The Delaware Bay Company, Inc. June 1992 - June 1999
Skills
Fixed Income, Hedge Funds, Equities, High Yield, Capital Markets, Bloomberg, Bonds, Alternative Investments, Credit Derivatives, Derivatives, Trading, Investment Banking, Structured Finance, Securities, Financial Markets
Education
St. Lawrence University 1987 — 1991
Bachelor's degree, Economics / English Literature
The Delbarton School 1984 — 1987
Nate Steffen's Bear Stearns Experience July 2003 - January 2008
Job Financial Consultant
Industry Financial Services
Experience
Freedom Financial August 2013 - Present
D'Aprile Realty January 2009 - Present
Heald College September 2012 - July 2013
AIU Online October 2011 - September 2012
2008 Schneider National February 2008 - September 2008
Bear Stearns July 2003 - January 2008
2003 Accredited Home Lenders September 2002 - September 2003
Skills
Selling, Commercial Real Estate, Residential Homes, Investment Properties, First Time Home Buyers, Real Estate, Sales Management, Sales, Sellers, Short Sales, Marketing, Public Speaking, Customer Service, Management, Loans, Foreclosures, Condos, Mortgage Lending, Real Estate Transactions, REO, Finance, Negotiation
Education
Southern Illinois University, Carbondale 1997 — 2001
Bachelor, Communications/ Marketing
Freedom Financial August 2013 - Present
D'Aprile Realty January 2009 - Present
Heald College September 2012 - July 2013
AIU Online October 2011 - September 2012
2008 Schneider National February 2008 - September 2008
Bear Stearns July 2003 - January 2008
2003 Accredited Home Lenders September 2002 - September 2003
Skills
Selling, Commercial Real Estate, Residential Homes, Investment Properties, First Time Home Buyers, Real Estate, Sales Management, Sales, Sellers, Short Sales, Marketing, Public Speaking, Customer Service, Management, Loans, Foreclosures, Condos, Mortgage Lending, Real Estate Transactions, REO, Finance, Negotiation
Education
Southern Illinois University, Carbondale 1997 — 2001
Bachelor, Communications/ Marketing
Michael Utzinger Michael Utzinger's Bear Stearns Experience January 1990 - March 2006
Job Computer Consultant
Industry Information Technology and Services
Experience
Bear Stearns January 1990 - March 2006
Wisconsin State Crime Lab September 1976 - October 1989
Skills
Mainframe, TCP/IP, Sybase, Linux, SQL, IBM Utilities, Solaris, IBM Mainframe, JES2, Trading Systems, Windows, Storage, Operating Systems, Hardware, Shell Scripting
Education
Southwest Minnesota State University 1972 — 1976
B.A., Double Major - Biology and Chemistry
Bear Stearns January 1990 - March 2006
Wisconsin State Crime Lab September 1976 - October 1989
Skills
Mainframe, TCP/IP, Sybase, Linux, SQL, IBM Utilities, Solaris, IBM Mainframe, JES2, Trading Systems, Windows, Storage, Operating Systems, Hardware, Shell Scripting
Education
Southwest Minnesota State University 1972 — 1976
B.A., Double Major - Biology and Chemistry
William Moritz William Moritz's Bear Stearns Experience April 2006 - March 2008
Job Finance Professional Relationship management, risk management and operational support.
Industry Financial Services
Experience
RBC Wealth Management June 2010 - April 2015
J.P. Morgan March 2008 - June 2010
Bear Stearns April 2006 - March 2008
TD Waterhouse Institutional Services June 1998 - March 2006
Skills
Series 7, Series 63, Commitment to Customer..., Dedicated Professional, Employee Training, Management, Asset Management, FINRA, Customer Service, Mutual Funds, series 9, series 10, Trading, Client Relations, Risk Management, Market Research, Team Building, Teamwork
Education
St. John's University
Bachelor of Science (BS), Finance
RBC Wealth Management June 2010 - April 2015
J.P. Morgan March 2008 - June 2010
Bear Stearns April 2006 - March 2008
TD Waterhouse Institutional Services June 1998 - March 2006
Skills
Series 7, Series 63, Commitment to Customer..., Dedicated Professional, Employee Training, Management, Asset Management, FINRA, Customer Service, Mutual Funds, series 9, series 10, Trading, Client Relations, Risk Management, Market Research, Team Building, Teamwork
Education
St. John's University
Bachelor of Science (BS), Finance
Todd C. Bertsch's Bear Stearns Experience December 2000 - May 2008
Job Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2015 - Present
Merrill Lynch March 2010 - March 2015
Lighthouse Financial Group June 2008 - March 2010
Bear Stearns December 2000 - May 2008
A.W. Bertsch Inc. June 1992 - December 2000
Skills
Entrepreneurship, Equities, Hedge Funds, Fixed Income, Investments, Management, Series 7, Strategy, Trading, Private Equity, Capital Markets, Bloomberg
Education
University of Rochester 1988 — 1992
Bachelor of Arts (B.A.), Economics & Political Science
Choate Rosemary Hall 1984 — 1988
Southern Methodist University
Cowen and Company June 2015 - Present
Merrill Lynch March 2010 - March 2015
Lighthouse Financial Group June 2008 - March 2010
Bear Stearns December 2000 - May 2008
A.W. Bertsch Inc. June 1992 - December 2000
Skills
Entrepreneurship, Equities, Hedge Funds, Fixed Income, Investments, Management, Series 7, Strategy, Trading, Private Equity, Capital Markets, Bloomberg
Education
University of Rochester 1988 — 1992
Bachelor of Arts (B.A.), Economics & Political Science
Choate Rosemary Hall 1984 — 1988
Southern Methodist University
Laura Ruben Laura Ruben's Bear Stearns Experience September 2004 - March 2008
Job President & Founder at Essential Assists
Industry Executive Office
Experience
Essential Assists LLC May 2012 - Present
Sabra Dipping Company, LLC November 2010 - April 2012
Berns Communications Group March 2008 - June 2010
Bear Stearns September 2004 - March 2008
Guideline (FIND/SVP) February 2002 - September 2004
Morgen Walke Associates September 1997 - May 2001
Philadelphia Magazine December 1996 - September 1997
Simon & Schuster September 1995 - May 1996
Veronis Suhler June 1994 - September 1995
Morgan Stanley March 1986 - June 1994
Skills
Office Management, Travel Management, Newsletters, Expense Management, Microsoft Office, Meeting Planning, Event Planning, Marketing Communications, Corporate Communications, Event Management, Marketing, Customer Service, Management, Marketing Strategy, Research, Budgets, Public Relations, Outlook, Human Resources, Spreadsheets, Bookkeeping, Adobe Creative Suite, Meeting Management, QuickBooks, Administrative..., Market Research, Time Management, Administrative...
Education
State University of New York College at Oneonta
BS, Business
Essential Assists LLC May 2012 - Present
Sabra Dipping Company, LLC November 2010 - April 2012
Berns Communications Group March 2008 - June 2010
Bear Stearns September 2004 - March 2008
Guideline (FIND/SVP) February 2002 - September 2004
Morgen Walke Associates September 1997 - May 2001
Philadelphia Magazine December 1996 - September 1997
Simon & Schuster September 1995 - May 1996
Veronis Suhler June 1994 - September 1995
Morgan Stanley March 1986 - June 1994
Skills
Office Management, Travel Management, Newsletters, Expense Management, Microsoft Office, Meeting Planning, Event Planning, Marketing Communications, Corporate Communications, Event Management, Marketing, Customer Service, Management, Marketing Strategy, Research, Budgets, Public Relations, Outlook, Human Resources, Spreadsheets, Bookkeeping, Adobe Creative Suite, Meeting Management, QuickBooks, Administrative..., Market Research, Time Management, Administrative...
Education
State University of New York College at Oneonta
BS, Business
Matt Stanton Matt Stanton's Bear Stearns Experience April 2006 - September 2006
Job Database Engineer at SailThru
Industry Computer Software
Experience
Sailthru September 2015 - Present
Fidessa April 2014 - May 2015
Fidessa December 2009 - March 2014
Fidessa 2006 - 2009
Bear Stearns April 2006 - September 2006
Skills
Python, C++, Java, C, JavaScript, Perl, PHP, TCL, Sybase ASE, MySQL, MongoDB, SQL, T-SQL, Object Oriented Design, Software Development, jQuery, HTML/XML, CSS, JSON, AJAX, DBArtisan, Perforce
Education
State University of New York at New Paltz 2002 — 2005
Bachelor’s Degree, Computer Science, Summa Cum Laude
University of Maryland College Park 1993 — 1997
Physics
Sailthru September 2015 - Present
Fidessa April 2014 - May 2015
Fidessa December 2009 - March 2014
Fidessa 2006 - 2009
Bear Stearns April 2006 - September 2006
Skills
Python, C++, Java, C, JavaScript, Perl, PHP, TCL, Sybase ASE, MySQL, MongoDB, SQL, T-SQL, Object Oriented Design, Software Development, jQuery, HTML/XML, CSS, JSON, AJAX, DBArtisan, Perforce
Education
State University of New York at New Paltz 2002 — 2005
Bachelor’s Degree, Computer Science, Summa Cum Laude
University of Maryland College Park 1993 — 1997
Physics
Lori Nahal, PHR Lori Nahal, PHR's Bear Stearns Experience 2006 - 2007
Job VP, Human Capital Project Manager at AB
Industry Financial Services
Experience
AB August 2012 - January 2015
AllianceBernstein April 2010 - August 2012
Bloomberg September 2009 - March 2010
Merrill Lynch April 2007 - March 2009
Bear Stearns 2006 - 2007
Bear Stearns 2003 - 2006
Maharam 2001 - 2003
Skills
Recruiting, Onboarding, Employee Relations, Talent Acquisition, Coaching, College Recruiting, Human Resources, Training, Talent Management, Leadership Development, Interviews, Management, Hiring, Workforce Planning, Strategy, Program Management
Education
State University of New York College at Brockport
BS
AB August 2012 - January 2015
AllianceBernstein April 2010 - August 2012
Bloomberg September 2009 - March 2010
Merrill Lynch April 2007 - March 2009
Bear Stearns 2006 - 2007
Bear Stearns 2003 - 2006
Maharam 2001 - 2003
Skills
Recruiting, Onboarding, Employee Relations, Talent Acquisition, Coaching, College Recruiting, Human Resources, Training, Talent Management, Leadership Development, Interviews, Management, Hiring, Workforce Planning, Strategy, Program Management
Education
State University of New York College at Brockport
BS
Abe Kohen Abe Kohen's Bear Stearns Experience July 1993 - June 1994
Job Trading & Software Consultant
Industry Financial Services
Experience
AK Financial Engineering Consultants, LLC April 2013 - Present
FlexTrade Systems Inc July 2002 - April 2013
Sengent.com 2000 - 2001
DE Shaw & Co April 1995 - January 1999
Bear Stearns July 1993 - June 1994
Nomura Securities August 1990 - July 1993
Salomon Brothers Inc June 1987 - July 1990
Skills
Equity Derivatives, Derivatives, Trading, Options, Equities, Electronic Trading, Trading Systems, Volatility, Quantitative Analytics, Equity Trading, ETFs, Market Making, Trading System, Trading Strategies, Portfolio Management, Quantitative Finance, Financial Markets, Hedge Funds, Financial Engineering, Financial Risk, Capital Markets, Quantitative Analysis, Statistical Arbitrage, Arbitrage, Proprietary Trading, Data Science, Big Data, Software Development
Education
Stanford University 1985 — 1987
MS, Computer Science
University of California, Berkeley, Haas School of Business 1980 — 1983
MBA, Finance
University of California, Berkeley 1978 — 1979
MS, Nuclear Engineering
University at Buffalo 1975 — 1978
BS, Nuclear Engineering
AK Financial Engineering Consultants, LLC April 2013 - Present
FlexTrade Systems Inc July 2002 - April 2013
Sengent.com 2000 - 2001
DE Shaw & Co April 1995 - January 1999
Bear Stearns July 1993 - June 1994
Nomura Securities August 1990 - July 1993
Salomon Brothers Inc June 1987 - July 1990
Skills
Equity Derivatives, Derivatives, Trading, Options, Equities, Electronic Trading, Trading Systems, Volatility, Quantitative Analytics, Equity Trading, ETFs, Market Making, Trading System, Trading Strategies, Portfolio Management, Quantitative Finance, Financial Markets, Hedge Funds, Financial Engineering, Financial Risk, Capital Markets, Quantitative Analysis, Statistical Arbitrage, Arbitrage, Proprietary Trading, Data Science, Big Data, Software Development
Education
Stanford University 1985 — 1987
MS, Computer Science
University of California, Berkeley, Haas School of Business 1980 — 1983
MBA, Finance
University of California, Berkeley 1978 — 1979
MS, Nuclear Engineering
University at Buffalo 1975 — 1978
BS, Nuclear Engineering
Richard Maltese Richard Maltese's Bear Stearns Experience 1986 - 1993
Job BNP Paribas Risk Management
Industry Financial Services
Experience
BNP Paribas October 2009 - Present
CLSA 2006 - 2009
WestLB 2005 - 2006
Citigroup 1999 - 2005
ED&F Man 1993 - 1999
Bear Stearns 1986 - 1993
Skills
Capital Markets, Credit Risk, Derivatives, Risk Management, Hedge Funds, Credit, Fixed Income, Financial Markets
Education
St. Francis College 1984 — 1987
BS, Business Management
BNP Paribas October 2009 - Present
CLSA 2006 - 2009
WestLB 2005 - 2006
Citigroup 1999 - 2005
ED&F Man 1993 - 1999
Bear Stearns 1986 - 1993
Skills
Capital Markets, Credit Risk, Derivatives, Risk Management, Hedge Funds, Credit, Fixed Income, Financial Markets
Education
St. Francis College 1984 — 1987
BS, Business Management
Abby Burman Abby Burman's Bear Stearns Experience 1998 - 2000
Job Abby Burman Consulting
Industry Financial Services
Experience
Abby Burman Consulting 2012 - Present
Gus Christensen for NYS Assembly 2014 - 2014
Crédit Agricole 2009 - 2011
Deutsche Bank 2007 - 2009
Forrester Research (formerly Jupiter Research) 2006 - 2007
The Articulate Executive 2001 - 2006
UBS 2000 - 2001
Bear Stearns 1998 - 2000
Burman Communications 1994 - 1998
Intel Corporation 1991 - 1994
Skills
Due Diligence, Editing, Strategic Planning, Training, Coaching, Marketing Communications, Strategic Communications, Social Media, International Business, Research, Corporate Communications, Strategy, Translation, Capital Markets, Writing
Education
Stanford University
MA, Communication
Yale University
BA, American Studies
Abby Burman Consulting 2012 - Present
Gus Christensen for NYS Assembly 2014 - 2014
Crédit Agricole 2009 - 2011
Deutsche Bank 2007 - 2009
Forrester Research (formerly Jupiter Research) 2006 - 2007
The Articulate Executive 2001 - 2006
UBS 2000 - 2001
Bear Stearns 1998 - 2000
Burman Communications 1994 - 1998
Intel Corporation 1991 - 1994
Skills
Due Diligence, Editing, Strategic Planning, Training, Coaching, Marketing Communications, Strategic Communications, Social Media, International Business, Research, Corporate Communications, Strategy, Translation, Capital Markets, Writing
Education
Stanford University
MA, Communication
Yale University
BA, American Studies
Joseph Ismail Joseph Ismail's Bear Stearns Experience February 2006 - March 2008
Job Data analyst at University of Colorado
Industry Information Technology and Services
Experience
Consultant / Independent August 2015 - Present
University of Colorado August 2015 - Present
BTMD HEALTH May 2009 - December 2014
Teleperformance February 2008 - March 2009
Bear Stearns February 2006 - March 2008
CVS Health February 2005 - February 2006
Walgreens January 2003 - February 2005
Skills
Data Analysis, R, SQL, Java, .NET, Statistical Modeling, Teradata, Python, Information Quality, ETL, Data Modeling, SAS, QlikView, Customer Service, JMP, Requirements Analysis, Big Data, Microsoft Excel, Microsoft SQL Server, Data Warehousing, SPSS, Business Intelligence, ERP, Predictive Analytics, Predictive Modeling, Analysis, Analytics, Strategy, Visio, Databases, Management, Project Management
Education
University of Geneva 2014 — 2014
Continuing Education, International Organizations Management
Southern New Hampshire University 2010 — 2014
Bachelor's degree, Data Analytics
Consultant / Independent August 2015 - Present
University of Colorado August 2015 - Present
BTMD HEALTH May 2009 - December 2014
Teleperformance February 2008 - March 2009
Bear Stearns February 2006 - March 2008
CVS Health February 2005 - February 2006
Walgreens January 2003 - February 2005
Skills
Data Analysis, R, SQL, Java, .NET, Statistical Modeling, Teradata, Python, Information Quality, ETL, Data Modeling, SAS, QlikView, Customer Service, JMP, Requirements Analysis, Big Data, Microsoft Excel, Microsoft SQL Server, Data Warehousing, SPSS, Business Intelligence, ERP, Predictive Analytics, Predictive Modeling, Analysis, Analytics, Strategy, Visio, Databases, Management, Project Management
Education
University of Geneva 2014 — 2014
Continuing Education, International Organizations Management
Southern New Hampshire University 2010 — 2014
Bachelor's degree, Data Analytics
Richard Saperstein's Bear Stearns Experience May 2003 - May 2009
Job Chief Investment Officer & Senior Portfolio Manager for Private Wealth and Institutional Asset Management
Industry Investment Management
Experience
TREASURY PARTNERS May 2009 - Present
Bear Stearns May 2003 - May 2009
Oppenheimer & Co. May 1987 - May 2003
Skills
Private Wealth..., Corporate Cash..., Wealth Management..., Offshore Funds, Investment Compliance, Compliance Monitoring, Cash Management, Asset Allocation, Fixed Income, Equities, Investment Strategies, ETFs, Asset Managment, Portfolio Management, Financial Modeling, Corporate Finance, Risk Management, Capital Markets, Wealth Management, Due Diligence, Financial Analysis, Strategic Financial..., Alternative Investments, Financial Markets, Financial Reporting, Securities, Derivatives, Asset Management, FINRA, Estate Planning, Investment Advisory, Portfolio Optimization, Portfolio Performance..., Retirement Plan..., Treasury Management, cash, Treasury Services, Multi-generational..., Intergenerational..., Venture Capital, Enterprise Risk..., Market Risk, Fixed Income Strategies, Stock Trading, Money Market Funds, Money Management, Bond Markets, High Yield Bonds, Convertible Bonds, Government Bonds
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
State University of New York College at Oneonta 1977 — 1981
Bachelor of Applied Science (BASc), Economics
TREASURY PARTNERS May 2009 - Present
Bear Stearns May 2003 - May 2009
Oppenheimer & Co. May 1987 - May 2003
Skills
Private Wealth..., Corporate Cash..., Wealth Management..., Offshore Funds, Investment Compliance, Compliance Monitoring, Cash Management, Asset Allocation, Fixed Income, Equities, Investment Strategies, ETFs, Asset Managment, Portfolio Management, Financial Modeling, Corporate Finance, Risk Management, Capital Markets, Wealth Management, Due Diligence, Financial Analysis, Strategic Financial..., Alternative Investments, Financial Markets, Financial Reporting, Securities, Derivatives, Asset Management, FINRA, Estate Planning, Investment Advisory, Portfolio Optimization, Portfolio Performance..., Retirement Plan..., Treasury Management, cash, Treasury Services, Multi-generational..., Intergenerational..., Venture Capital, Enterprise Risk..., Market Risk, Fixed Income Strategies, Stock Trading, Money Market Funds, Money Management, Bond Markets, High Yield Bonds, Convertible Bonds, Government Bonds
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
State University of New York College at Oneonta 1977 — 1981
Bachelor of Applied Science (BASc), Economics
Siobhan Lucas Siobhan Lucas's Bear Stearns Experience November 2004 - June 2006
Job Senior Corporate AML Specialist
Industry Financial Services
Experience
Union Bank August 2010 - January 2013
PrO Unlimited April 2009 - July 2009
Deutsche Bank June 2006 - August 2008
Bear Stearns November 2004 - June 2006
Boiler Law Firm June 2003 - May 2004
Internal Revenue Service, Office of Chief Counsel June 2003 - September 2003
Clement, Fitzpatrick, and Kenworthy June 1999 - July 2001
Skills
AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, KYC, Due Diligence, Fraud, Risk Management, Legal Research, Legal Writing, Financial Risk, Private Banking, Internal Audit, Anti Money Laundering, Sanction, Operational Risk, Commercial Banking, Corporate Governance, Financial Services, Loans, Operational Risk...
Education
University of Oregon School of Law
JD, Law
Sonoma State University
BA, Double Major: Philosophy and Gender Studies
Union Bank August 2010 - January 2013
PrO Unlimited April 2009 - July 2009
Deutsche Bank June 2006 - August 2008
Bear Stearns November 2004 - June 2006
Boiler Law Firm June 2003 - May 2004
Internal Revenue Service, Office of Chief Counsel June 2003 - September 2003
Clement, Fitzpatrick, and Kenworthy June 1999 - July 2001
Skills
AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, KYC, Due Diligence, Fraud, Risk Management, Legal Research, Legal Writing, Financial Risk, Private Banking, Internal Audit, Anti Money Laundering, Sanction, Operational Risk, Commercial Banking, Corporate Governance, Financial Services, Loans, Operational Risk...
Education
University of Oregon School of Law
JD, Law
Sonoma State University
BA, Double Major: Philosophy and Gender Studies
Adrianne Salvitti Adrianne Salvitti's Bear Stearns Experience December 2007 - March 2008
Job Local Partnerships Manager at Google
Industry Online Media
Experience
Google September 2011 - Present
BTIG LLC July 2010 - July 2011
J.P. Morgan March 2008 - July 2010
Bear Stearns December 2007 - March 2008
Gemini Fund Services July 2006 - December 2007
Education
St. Joseph's College
Bachelors, Mathematics
Google September 2011 - Present
BTIG LLC July 2010 - July 2011
J.P. Morgan March 2008 - July 2010
Bear Stearns December 2007 - March 2008
Gemini Fund Services July 2006 - December 2007
Education
St. Joseph's College
Bachelors, Mathematics
Andrew Cerone Andrew Cerone's Bear Stearns Experience May 2008 - July 2008
Job Relationship Manager at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. February 2015 - Present
JPMorgan Chase Bank, N.A. March 2013 - February 2015
JPMorgan Chase Bank, N.A. December 2011 - March 2013
Investors Capital 2010 - December 2011
Bear Stearns May 2008 - July 2008
Education
State University of New York College at Plattsburgh 2006 — 2010
Bachelor's Degree, Biochemistry, 3.6
Universidad de Guadalajara 2009 — 2010
Exchange student, International Marketing
JPMorgan Chase Bank, N.A. February 2015 - Present
JPMorgan Chase Bank, N.A. March 2013 - February 2015
JPMorgan Chase Bank, N.A. December 2011 - March 2013
Investors Capital 2010 - December 2011
Bear Stearns May 2008 - July 2008
Education
State University of New York College at Plattsburgh 2006 — 2010
Bachelor's Degree, Biochemistry, 3.6
Universidad de Guadalajara 2009 — 2010
Exchange student, International Marketing
Jorge de Lafuente Jorge de Lafuente's Bear Stearns Experience October 2001 - October 2003
Job Director Operational Due Diligence at Texas Treasury Safekeeping Trust Company
Industry Investment Management
Experience
Texas Treasury Safekeeping Trust Company November 2010 - Present
Crestline Investors, Inc. April 2010 - July 2010
Austin Capital Management August 2007 - March 2009
Citigroup January 2005 - July 2007
Bear Stearns October 2001 - October 2003
Salomon Smith Barney September 1998 - October 2001
Lehman Brothers November 1996 - July 1998
Smith Barney, Inc. August 1992 - June 1996
Lehman Brothers November 1990 - August 1992
Skills
Operational Due..., Operational Risk, Hedge Funds, Private Equity, Real Estate, Fund Linked Derivatives, CPPI, Portable Alpha, Structured Credit..., ISDA negotiations, Total Return Swaps, Credit Derivatives, Interest Rate Swaps, Swaptions, Fund Of Funds, Fixed Income, Structured Products, Middle Office, Alternative Investments, Operational Risk..., Investment Banking, Asset Management, Portfolio Management
Education
St. Mary's University 1985 — 1990
Bachelor of Business Administration (BBA), International Business
Texas Treasury Safekeeping Trust Company November 2010 - Present
Crestline Investors, Inc. April 2010 - July 2010
Austin Capital Management August 2007 - March 2009
Citigroup January 2005 - July 2007
Bear Stearns October 2001 - October 2003
Salomon Smith Barney September 1998 - October 2001
Lehman Brothers November 1996 - July 1998
Smith Barney, Inc. August 1992 - June 1996
Lehman Brothers November 1990 - August 1992
Skills
Operational Due..., Operational Risk, Hedge Funds, Private Equity, Real Estate, Fund Linked Derivatives, CPPI, Portable Alpha, Structured Credit..., ISDA negotiations, Total Return Swaps, Credit Derivatives, Interest Rate Swaps, Swaptions, Fund Of Funds, Fixed Income, Structured Products, Middle Office, Alternative Investments, Operational Risk..., Investment Banking, Asset Management, Portfolio Management
Education
St. Mary's University 1985 — 1990
Bachelor of Business Administration (BBA), International Business
Brian Deshong Brian Deshong's Bear Stearns Experience July 2007 - March 2008
Job Associate, Prime Brokerage at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2008 - Present
Bear Stearns July 2007 - March 2008
Wall St. Training June 2006 - January 2007
HSBC January 2006 - May 2006
Skills
Prime Brokerage, Equities, Hedge Funds, Derivatives, Bloomberg, Alternative Investments, Series 7, Securities, Options, Financial Markets, Finance, Relationship Management, Hedging
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
B.S., Finance
Monsignor Farrell High School 1998 — 2002
J.P. Morgan March 2008 - Present
Bear Stearns July 2007 - March 2008
Wall St. Training June 2006 - January 2007
HSBC January 2006 - May 2006
Skills
Prime Brokerage, Equities, Hedge Funds, Derivatives, Bloomberg, Alternative Investments, Series 7, Securities, Options, Financial Markets, Finance, Relationship Management, Hedging
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
B.S., Finance
Monsignor Farrell High School 1998 — 2002
christopher kuse's Bear Stearns Experience September 1994 - December 2008
Job Data Center Support at NYFIX/Ullink
Industry Information Technology and Services
Experience
Nyfix/Ullink January 2009 - Present
Bear Stearns September 1994 - December 2008
Skills
Troubleshooting, Servers, Data Center, Computer Hardware, Project Management, Technical Support, Hardware, Leadership, Switches, IT Management, TCP/IP, Business Analysis, VMware, Information Technology, Disaster Recovery, Management, SAN, Windows 7, Vendor Management, Routers, WAN
Education
St. Francis College 1989 — 1990
La Salle academy 1984 — 1988
Nyfix/Ullink January 2009 - Present
Bear Stearns September 1994 - December 2008
Skills
Troubleshooting, Servers, Data Center, Computer Hardware, Project Management, Technical Support, Hardware, Leadership, Switches, IT Management, TCP/IP, Business Analysis, VMware, Information Technology, Disaster Recovery, Management, SAN, Windows 7, Vendor Management, Routers, WAN
Education
St. Francis College 1989 — 1990
La Salle academy 1984 — 1988
Joe Gallo Joe Gallo's Bear Stearns Experience 1998 - 1999
Job Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC 2010 - Present
Fortis Securities 2001 - October 2010
Schroders 2000 - 2001
Scotia Capital 1999 - 2000
Bear Stearns 1998 - 1999
Yamaichi Securities 1997 - 1998
Oppenheimer & Co. 1992 - 1997
Ernst & Co 1986 - 1992
Pershing 1985 - 1986
Skills
Reorganization, Buy ins, DTC, P&S, Margin, International Operations, Letters Of Credit, Securities Lending, Back Office, Dividends, Euroclear, Oasys, OCC, FINRA, Wall Street, Sophis, Commercial Paper, Corporate Actions, Global Custody, Repos, Collateral Management, Counterparty Risk, ETFs, Settlements, Settlement, Clearing, Straight Through..., Confirmations, SWIFT messaging, Deposits, Journal Entries, Month End, Physical Inventory, Reconciliations, Account Reconciliation, Invoice Processing, Audit Support, Intercompany, Year End Close, General Ledger..., Internal Reporting, Confirmation, Payments, Equities, Investment Banking, Capital Markets, Hedge Funds, Securities, Bloomberg, Auditing
Education
Syracuse University 1985 — 1988
BS, Forensic Psychology
St. Francis College 1984 — 1985
AD, Child Psychology
Cathedral College 1984 — 1984
Theology
Xaverian HS 1980 — 1984
Industrial and Commercial Bank of China (ICBC) Financial Services LLC 2010 - Present
Fortis Securities 2001 - October 2010
Schroders 2000 - 2001
Scotia Capital 1999 - 2000
Bear Stearns 1998 - 1999
Yamaichi Securities 1997 - 1998
Oppenheimer & Co. 1992 - 1997
Ernst & Co 1986 - 1992
Pershing 1985 - 1986
Skills
Reorganization, Buy ins, DTC, P&S, Margin, International Operations, Letters Of Credit, Securities Lending, Back Office, Dividends, Euroclear, Oasys, OCC, FINRA, Wall Street, Sophis, Commercial Paper, Corporate Actions, Global Custody, Repos, Collateral Management, Counterparty Risk, ETFs, Settlements, Settlement, Clearing, Straight Through..., Confirmations, SWIFT messaging, Deposits, Journal Entries, Month End, Physical Inventory, Reconciliations, Account Reconciliation, Invoice Processing, Audit Support, Intercompany, Year End Close, General Ledger..., Internal Reporting, Confirmation, Payments, Equities, Investment Banking, Capital Markets, Hedge Funds, Securities, Bloomberg, Auditing
Education
Syracuse University 1985 — 1988
BS, Forensic Psychology
St. Francis College 1984 — 1985
AD, Child Psychology
Cathedral College 1984 — 1984
Theology
Xaverian HS 1980 — 1984
Andrew Pariser Andrew Pariser's Bear Stearns Experience June 2006 - August 2006
Job Software Engineer / Web Developer at LearnUp
Industry Computer Software
Experience
LearnUp April 2013 - Present
Lexity June 2011 - April 2013
Lexity (formerly Vurve) June 2010 - June 2011
Stanford University April 2009 - June 2011
Stanford University September 2008 - June 2011
Yahoo! July 2008 - September 2008
Bear Stearns June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Bear Stearns June 2004 - August 2004
Skills
Programming, Matlab, Algorithms, R, Python, Mathematical Modeling, C++, Partial Differential..., Ruby, Ruby on Rails, Javascript, CSS, CSS3, HTML, HTML5, Machine Learning, Linux, Computer Science, Git
Education
Stanford University 2007 — 2012
PhD (All-But-Dissertation)
Stanford University 2007 — 2010
MS
Yale University 2003 — 2007
BS
Paul D. Schreiber High School 1999 — 2003
LearnUp April 2013 - Present
Lexity June 2011 - April 2013
Lexity (formerly Vurve) June 2010 - June 2011
Stanford University April 2009 - June 2011
Stanford University September 2008 - June 2011
Yahoo! July 2008 - September 2008
Bear Stearns June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Bear Stearns June 2004 - August 2004
Skills
Programming, Matlab, Algorithms, R, Python, Mathematical Modeling, C++, Partial Differential..., Ruby, Ruby on Rails, Javascript, CSS, CSS3, HTML, HTML5, Machine Learning, Linux, Computer Science, Git
Education
Stanford University 2007 — 2012
PhD (All-But-Dissertation)
Stanford University 2007 — 2010
MS
Yale University 2003 — 2007
BS
Paul D. Schreiber High School 1999 — 2003
Steve Mercatili's Bear Stearns Experience November 1998 - September 2005
Job Lead Network Analyst at Miami International Holdings
Industry Information Technology and Services
Experience
Miami International Holdings May 2011 - Present
NasdaqOmx 2005 - May 2011
Philadelphia Stock Exchange 2005 - 2008
Bear Stearns November 1998 - September 2005
Dow Jones July 1997 - November 1998
Princeton Pike Cafe 1993 - 1994
Skills
Cisco Technologies, Data Center, Disaster Recovery, Electronic Trading, Firewalls, Low Latency, Market Data, Network Design, Network Engineering, Routers, Troubleshooting
Education
State University of New York at Delhi 1991 — 1992
AAS
State University of New York at Delhi 1986 — 1990
AAS
Miami International Holdings May 2011 - Present
NasdaqOmx 2005 - May 2011
Philadelphia Stock Exchange 2005 - 2008
Bear Stearns November 1998 - September 2005
Dow Jones July 1997 - November 1998
Princeton Pike Cafe 1993 - 1994
Skills
Cisco Technologies, Data Center, Disaster Recovery, Electronic Trading, Firewalls, Low Latency, Market Data, Network Design, Network Engineering, Routers, Troubleshooting
Education
State University of New York at Delhi 1991 — 1992
AAS
State University of New York at Delhi 1986 — 1990
AAS
Jill Newman's Bear Stearns Experience 1989 - 1999
Job Senior Business Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2004 - Present
Merrill Lynch 2003 - 2004
ICI/ADP 2001 - 2002
Lehman Brothers 2000 - 2002
Thoughtworks 1999 - 2000
Bear Stearns 1989 - 1999
Skills
Fixed Income, Prime Brokerage, Trading Systems, Securities, Investment Banking, Middle Office, Back Office, Swaps, Credit Derivatives, Trading, Equities, Business Analysis, Project Management, Equity Derivatives, Capital Markets, Hedge Funds, Bloomberg, MBS, Business Requirements, Scrum, Cost Basis, Cost Basis Reporting, Tax Reporting, Systems Analysis, Process Engineering, Gap Analysis, Transaction Processing, Repo/ Resale, Use Case, Microsoft Access, Full SDLC, BRDs, 1099 Reporting, Securities Operations, Structured Notes
Education
SANNO Institute of Business Administration
State University of New York College at Oneonta
Bachelor of Science Degree
UBS Investment Bank 2004 - Present
Merrill Lynch 2003 - 2004
ICI/ADP 2001 - 2002
Lehman Brothers 2000 - 2002
Thoughtworks 1999 - 2000
Bear Stearns 1989 - 1999
Skills
Fixed Income, Prime Brokerage, Trading Systems, Securities, Investment Banking, Middle Office, Back Office, Swaps, Credit Derivatives, Trading, Equities, Business Analysis, Project Management, Equity Derivatives, Capital Markets, Hedge Funds, Bloomberg, MBS, Business Requirements, Scrum, Cost Basis, Cost Basis Reporting, Tax Reporting, Systems Analysis, Process Engineering, Gap Analysis, Transaction Processing, Repo/ Resale, Use Case, Microsoft Access, Full SDLC, BRDs, 1099 Reporting, Securities Operations, Structured Notes
Education
SANNO Institute of Business Administration
State University of New York College at Oneonta
Bachelor of Science Degree
Paul Stamler's Bear Stearns Experience 1988 - 1992
Job Asset Management, Compliance & Accounting Consulting
Industry Financial Services
Experience
Stamler & Associates LLC June 2003 - Present
Bank of America February 2001 - February 2003
Credit Suisse Asset Management - London July 1998 - July 2000
Credit Suisse Asset Management - New York June 1993 - July 1998
Stamler Tax & Accounting 1992 - 1993
Bear Stearns 1988 - 1992
Deutsche Bank Capital 1985 - 1988
Price Waterhouse 1982 - 1985
Skills
Social Media, Compliance, Business Strategy, Accounting, Business Analysis, Business Management, Change Management, Distribution, Financial Reporting, Key Account Management, Social Networking, Operations, Real Estate, Risk Management, Problem Solving, Troubleshooting, Team Leadership, Vendor Management, Product Development, Strategic Planning, Hedge Funds, Finance, Portfolio Management, Asset Management, Mergers & Acquisitions, Management, Investments, Banking, Analysis, Securities, Valuation
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1982
BS, Accounting
Martin Luther High School 1974 — 1978
Regents Diploma, General Academics
Stamler & Associates LLC June 2003 - Present
Bank of America February 2001 - February 2003
Credit Suisse Asset Management - London July 1998 - July 2000
Credit Suisse Asset Management - New York June 1993 - July 1998
Stamler Tax & Accounting 1992 - 1993
Bear Stearns 1988 - 1992
Deutsche Bank Capital 1985 - 1988
Price Waterhouse 1982 - 1985
Skills
Social Media, Compliance, Business Strategy, Accounting, Business Analysis, Business Management, Change Management, Distribution, Financial Reporting, Key Account Management, Social Networking, Operations, Real Estate, Risk Management, Problem Solving, Troubleshooting, Team Leadership, Vendor Management, Product Development, Strategic Planning, Hedge Funds, Finance, Portfolio Management, Asset Management, Mergers & Acquisitions, Management, Investments, Banking, Analysis, Securities, Valuation
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1982
BS, Accounting
Martin Luther High School 1974 — 1978
Regents Diploma, General Academics
David Crotty's Bear Stearns Experience July 1998 - June 2001
Job Property at New York City Department of Finance
Industry Hospital & Health Care
Experience
New York City Department of Finance Project ManagerComprehensive Care ManagementFebruary 2010 - May 2011
Emblem Health February 2009 - February 2010
Independent Contractor May 2007 - February 2009
Verizon August 2004 - August 2006
New York City Economice Development Corporation August 2001 - August 2002
Bear Stearns July 1998 - June 2001
Education
University of Rochester - Simon Business School 2002 — 2004
St. Lawrence University 1994 — 1998
Economics
New York City Department of Finance Project ManagerComprehensive Care ManagementFebruary 2010 - May 2011
Emblem Health February 2009 - February 2010
Independent Contractor May 2007 - February 2009
Verizon August 2004 - August 2006
New York City Economice Development Corporation August 2001 - August 2002
Bear Stearns July 1998 - June 2001
Education
University of Rochester - Simon Business School 2002 — 2004
St. Lawrence University 1994 — 1998
Economics
Robert Yedid's Bear Stearns Experience January 1992 - December 1998
Job Senior Analyst at Principled Capital Management
Industry Leisure, Travel & Tourism
Experience
Principled Capital Management January 2003 - Present
Warburg Pincus January 1999 - December 2000
Bear Stearns January 1992 - December 1998
Salomon Brothers Inc August 1983 - December 1991
Education
Stanford University Graduate School of Business 1981 — 1983
Yale University 1975 — 1979
BA, Econoomics
Principled Capital Management January 2003 - Present
Warburg Pincus January 1999 - December 2000
Bear Stearns January 1992 - December 1998
Salomon Brothers Inc August 1983 - December 1991
Education
Stanford University Graduate School of Business 1981 — 1983
Yale University 1975 — 1979
BA, Econoomics
Beverly Plitt's Bear Stearns Experience 1982 - 1983
Job Account Trainer at Practical Law Company
Industry Legal Services
Experience
Practical Law Company October 2010 - Present
Thomson Reuters 2003 - January 2010
Wells Fargo Home Mortgage 2010 - 2010
Global Securities Information 2003 - July 2005
Arco/BP 1997 - 2002
IBM/Catapult 1997 - 2000
Southern California Edison 1996 - 1997
First Interstate Bank 1985 - 1992
Bear Stearns 1982 - 1983
Merrill Lynch 1980 - 1982
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA
State University of New York College at Cortland 1971 — 1975
BA, Education
Practical Law Company October 2010 - Present
Thomson Reuters 2003 - January 2010
Wells Fargo Home Mortgage 2010 - 2010
Global Securities Information 2003 - July 2005
Arco/BP 1997 - 2002
IBM/Catapult 1997 - 2000
Southern California Edison 1996 - 1997
First Interstate Bank 1985 - 1992
Bear Stearns 1982 - 1983
Merrill Lynch 1980 - 1982
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA
State University of New York College at Cortland 1971 — 1975
BA, Education
Trevor Cohen's Bear Stearns Experience May 2008 - July 2008
Job Vice President at Petro Capital Securities
Industry Oil & Energy
Experience
Petro Capital Securities December 2013 - Present
Prophet Equity May 2008 - December 2013
Bear Stearns May 2008 - July 2008
Bear Stearns May 2005 - July 2008
Skills
Vendor Management, Investment Banking, Mergers, Financial Modeling, Equities, Working Capital..., Mergers & Acquisitions, Private Equity, Due Diligence, LBO, Corporate Development, Valuation, Venture Capital, M&A experience, Restructuring, Leveraged Finance
Education
Southern Methodist University 2002 — 2005
BBA, Finance, Accounting, Philosophy
The University of Texas at Austin 2000 — 2001
BBA, Finance
Petro Capital Securities December 2013 - Present
Prophet Equity May 2008 - December 2013
Bear Stearns May 2008 - July 2008
Bear Stearns May 2005 - July 2008
Skills
Vendor Management, Investment Banking, Mergers, Financial Modeling, Equities, Working Capital..., Mergers & Acquisitions, Private Equity, Due Diligence, LBO, Corporate Development, Valuation, Venture Capital, M&A experience, Restructuring, Leveraged Finance
Education
Southern Methodist University 2002 — 2005
BBA, Finance, Accounting, Philosophy
The University of Texas at Austin 2000 — 2001
BBA, Finance
Josh Sussman's Bear Stearns Experience 1999 - 2005
Job Executive Recruiter at Greenkey Resources
Industry Staffing and Recruiting
Experience
Greenkey Resources 2007 - Present
The ExecuSearch Group 2005 - 2007
Bear Stearns 1999 - 2005
Skills
contigency recruitment
Education
State University of New York College at Geneseo 1995 — 1999
Bachelor of Arts, History
Greenkey Resources 2007 - Present
The ExecuSearch Group 2005 - 2007
Bear Stearns 1999 - 2005
Skills
contigency recruitment
Education
State University of New York College at Geneseo 1995 — 1999
Bachelor of Arts, History
Quincy Tang's Bear Stearns Experience 1996 - 2001
Job Managing Director at DBRS, Inc.
Industry Financial Services
Experience
DBRS 2004 - Present
Fitch Ratings 2001 - 2004
Bear Stearns 1996 - 2001
Education
Smith College 1992 — 1996
Bachelor of Arts, Economics
DBRS 2004 - Present
Fitch Ratings 2001 - 2004
Bear Stearns 1996 - 2001
Education
Smith College 1992 — 1996
Bachelor of Arts, Economics
Bryan Chin's Bear Stearns Experience 1995 - 1996
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas November 2013 - Present
BNP Paribas April 2010 - October 2013
NYSE Euronext October 2008 - December 2009
American Stock Exchange (AMEX) November 2006 - September 2008
Securities Industry Automation Corporation (SIAC) June 1996 - October 2006
Bear Stearns 1995 - 1996
Skills
Unix, Perl, Shell Scripting, Linux, Business Rules, Market Data, Equities, Unix Shell Scripting, Financial Markets, Automation, Operating Systems, Testing, Options, Disaster Recovery, Integration, Requirements Analysis, Trading Systems, Low Latency, Networking, Trading, ITIL, High Frequency Trading, User Acceptance Testing, Electronic Trading, Software Development, SDLC, Derivatives
Education
State University of New York College at Oswego 1992 — 1997
BNP Paribas November 2013 - Present
BNP Paribas April 2010 - October 2013
NYSE Euronext October 2008 - December 2009
American Stock Exchange (AMEX) November 2006 - September 2008
Securities Industry Automation Corporation (SIAC) June 1996 - October 2006
Bear Stearns 1995 - 1996
Skills
Unix, Perl, Shell Scripting, Linux, Business Rules, Market Data, Equities, Unix Shell Scripting, Financial Markets, Automation, Operating Systems, Testing, Options, Disaster Recovery, Integration, Requirements Analysis, Trading Systems, Low Latency, Networking, Trading, ITIL, High Frequency Trading, User Acceptance Testing, Electronic Trading, Software Development, SDLC, Derivatives
Education
State University of New York College at Oswego 1992 — 1997
Susan Grosskopf's Bear Stearns Experience June 2000 - March 2001
Job QA Manager
Industry Computer Software
Experience
PharMerica January 2012 - Present
Vitera Healthcare Solutions September 2005 - January 2012
Sage Healthcare September 2005 - January 2012
Sage Healthcare September 2005 - January 2012
Sage Software 2005 - November 2011
Veterans Administration January 2005 - August 2005
John Hancock August 2001 - August 2004
Bear Stearns June 2000 - March 2001
Xerox November 1997 - March 2000
Skills
Quality Assurance, Web Applications, Software Quality..., SDLC, User Acceptance Testing, Test Planning, Software Documentation, Testing, Software Project..., Requirements Analysis, Regression Testing, Test Cases, Scrum, Visio, Software Implementation, Test Automation, System Testing, Team Building, Agile Methodologies, Process Improvement, Quality Center, Microsoft SQL Server, Siebel
Education
State University of New York College at Plattsburgh 1989 — 1994
Bachelor of Science (BS), Psychology
University of East Anglia, University of Louisville
PharMerica January 2012 - Present
Vitera Healthcare Solutions September 2005 - January 2012
Sage Healthcare September 2005 - January 2012
Sage Healthcare September 2005 - January 2012
Sage Software 2005 - November 2011
Veterans Administration January 2005 - August 2005
John Hancock August 2001 - August 2004
Bear Stearns June 2000 - March 2001
Xerox November 1997 - March 2000
Skills
Quality Assurance, Web Applications, Software Quality..., SDLC, User Acceptance Testing, Test Planning, Software Documentation, Testing, Software Project..., Requirements Analysis, Regression Testing, Test Cases, Scrum, Visio, Software Implementation, Test Automation, System Testing, Team Building, Agile Methodologies, Process Improvement, Quality Center, Microsoft SQL Server, Siebel
Education
State University of New York College at Plattsburgh 1989 — 1994
Bachelor of Science (BS), Psychology
University of East Anglia, University of Louisville
Ligia Quinn's Bear Stearns Experience June 1999 - September 2000
Job Home Management and Childcare Professional
Industry Education Management
Experience
Integrated Management Services LLC March 2006 - February 2010
Goldman Sachs September 2000 - January 2005
Bear Stearns June 1999 - September 2000
Skills
Project Management, Entrepreneurship, Management, Project Planning, Risk Management, Vendor Management, Data Center, Change Management
Education
St. Francis College 1994 — 1999
BS, Double Major Accounting and Business Management
Integrated Management Services LLC March 2006 - February 2010
Goldman Sachs September 2000 - January 2005
Bear Stearns June 1999 - September 2000
Skills
Project Management, Entrepreneurship, Management, Project Planning, Risk Management, Vendor Management, Data Center, Change Management
Education
St. Francis College 1994 — 1999
BS, Double Major Accounting and Business Management
Stuart McEntee's Bear Stearns Experience July 2008 - December 2009
Job ECM Software Services Sales Manager UNYNE and Great Lakes at IBM
Industry Information Technology and Services
Experience
IBM October 2012 - Present
Buckley Data Group January 2010 - Present
Bear Stearns July 2008 - December 2009
First Franklin/Merrill Lynch September 2003 - June 2008
Popular/Accredited January 2001 - September 2003
Viveca / WorldStreet January 2000 - December 2000
LOANLINX, INC. January 1998 - December 1999
Skills
SaaS, New Business Development, Business Intelligence, Enterprise Software, CRM, Professional Services, ERP, Management, Sales, Integration, Solution Selling, Enterprise Architecture, B2B, Cloud Computing, Pre-sales, Strategic Partnerships, Sales Operations, Account Management, Business Development
Education
State University of New York College at Brockport 1975 — 1979
BS, Finance/Marketing
IBM October 2012 - Present
Buckley Data Group January 2010 - Present
Bear Stearns July 2008 - December 2009
First Franklin/Merrill Lynch September 2003 - June 2008
Popular/Accredited January 2001 - September 2003
Viveca / WorldStreet January 2000 - December 2000
LOANLINX, INC. January 1998 - December 1999
Skills
SaaS, New Business Development, Business Intelligence, Enterprise Software, CRM, Professional Services, ERP, Management, Sales, Integration, Solution Selling, Enterprise Architecture, B2B, Cloud Computing, Pre-sales, Strategic Partnerships, Sales Operations, Account Management, Business Development
Education
State University of New York College at Brockport 1975 — 1979
BS, Finance/Marketing
Andrew Kearns's Bear Stearns Experience 1993 - 1995
Job Managing Director and CoHead of Global Technology Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 1998 - Present
Hambrecht & Quist 1995 - 1998
Bear Stearns 1993 - 1995
Applied Magnetics Corporation 1991 - 1993
Salomon Brothers 1988 - 1990
Skills
Investment Banking, Mergers, Equities, Venture Capital, Capital Markets, Private Equity, Corporate Development, Valuation, IPO, Financial Modeling, Start-ups, Corporate Finance
Education
Stanford University 1984 — 1988
BS, Electrical Engineering
Crespi High School 1980 — 1984
Morgan Stanley July 1998 - Present
Hambrecht & Quist 1995 - 1998
Bear Stearns 1993 - 1995
Applied Magnetics Corporation 1991 - 1993
Salomon Brothers 1988 - 1990
Skills
Investment Banking, Mergers, Equities, Venture Capital, Capital Markets, Private Equity, Corporate Development, Valuation, IPO, Financial Modeling, Start-ups, Corporate Finance
Education
Stanford University 1984 — 1988
BS, Electrical Engineering
Crespi High School 1980 — 1984
James V. Scheidel Jr.'s Bear Stearns Experience May 1999 - July 2006
Job Voya Financial Advisors,Inc
Industry Financial Services
Experience
Voya Financial April 2007 - Present
Joseph Sangimino INC. Member Firm , NYSE July 2006 - January 2007
Bear Stearns May 1999 - July 2006
E.D.& F Man Global Markets July 1996 - May 1999
Prudential Securities 1992 - 1996
Education
Springfield College 1987 — 1991
B.S.
Voya Financial April 2007 - Present
Joseph Sangimino INC. Member Firm , NYSE July 2006 - January 2007
Bear Stearns May 1999 - July 2006
E.D.& F Man Global Markets July 1996 - May 1999
Prudential Securities 1992 - 1996
Education
Springfield College 1987 — 1991
B.S.
Richard Krohley's Bear Stearns Experience July 2004 - March 2005
Job Financial Planner / Investment Advisor
Industry Financial Services
Experience
AXA Advisors January 2012 - August 2014
AXA Equitable July 2005 - November 2010
Bear Stearns July 2004 - March 2005
Morgan Stanley May 2002 - June 2004
St. John's University September 2000 - December 2001
Skills
Asset Allocation, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Wealth Management, Trading, Portfolio Optimization, Wealth Accumulation, Product Management, Estate Planning, Business Planning, Modern Portfolio Theory, LDI, Fiduciary Management, Electronic Trading, Hedge Funds, Bloomberg, Derivatives, Separately Managed..., Private Banking, Global Asset Allocation, Portfolio Strategy, Options Trading, Asset Liability..., Dynamic Asset Allocation, Investment Policy..., ECN, Asset Managment, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Technology, Unified Managed Accounts, ALM, Institutional..., Global Tactical Asset..., Options Strategies
Education
St. John's University
Bachelor of Science (B.S.), Finance
AXA Advisors January 2012 - August 2014
AXA Equitable July 2005 - November 2010
Bear Stearns July 2004 - March 2005
Morgan Stanley May 2002 - June 2004
St. John's University September 2000 - December 2001
Skills
Asset Allocation, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Wealth Management, Trading, Portfolio Optimization, Wealth Accumulation, Product Management, Estate Planning, Business Planning, Modern Portfolio Theory, LDI, Fiduciary Management, Electronic Trading, Hedge Funds, Bloomberg, Derivatives, Separately Managed..., Private Banking, Global Asset Allocation, Portfolio Strategy, Options Trading, Asset Liability..., Dynamic Asset Allocation, Investment Policy..., ECN, Asset Managment, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Technology, Unified Managed Accounts, ALM, Institutional..., Global Tactical Asset..., Options Strategies
Education
St. John's University
Bachelor of Science (B.S.), Finance
Saverio Rabasco's Bear Stearns Experience 1990 - 1997
Job Vice President Operations at 12 West Capital Management LP
Industry Financial Services
Experience
12 West Capital Management LP September 2011 - Present
New York Life Insurance Company June 2011 - September 2011
Fortress Investment Group February 2005 - December 2010
Credit Suisse 1997 - 2005
Red Wolf Capital Management, LLC 1999 - 2001
Bear Stearns 1990 - 1997
Skills
Series 7, Series 63, Italian, Hedge Funds, Fixed Income, Equities, Alternative Investments, Prime Brokerage, Derivatives, Securities, Investment Banking, Bloomberg, Asset Managment, Options, Investments, Trading, Bonds, Trading Systems, Equity Derivatives, Valuation, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
MBA, International Finance
Saint John's University 1986 — 1990
BS, Finance
Nazareth Regional High School 1982 — 1986
St Jude's School
12 West Capital Management LP September 2011 - Present
New York Life Insurance Company June 2011 - September 2011
Fortress Investment Group February 2005 - December 2010
Credit Suisse 1997 - 2005
Red Wolf Capital Management, LLC 1999 - 2001
Bear Stearns 1990 - 1997
Skills
Series 7, Series 63, Italian, Hedge Funds, Fixed Income, Equities, Alternative Investments, Prime Brokerage, Derivatives, Securities, Investment Banking, Bloomberg, Asset Managment, Options, Investments, Trading, Bonds, Trading Systems, Equity Derivatives, Valuation, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
MBA, International Finance
Saint John's University 1986 — 1990
BS, Finance
Nazareth Regional High School 1982 — 1986
St Jude's School
Cory J. Paul's Bear Stearns Experience February 2005 - February 2006
Job SVP Investment Banking vFinance Investments, Inc
Industry Investment Banking
Experience
vFinance September 2007 - Present
Bear Stearns February 2005 - February 2006
Education
State University of New York College at Buffalo 1999 — 2003
vFinance September 2007 - Present
Bear Stearns February 2005 - February 2006
Education
State University of New York College at Buffalo 1999 — 2003
Jonathan Morrill's Bear Stearns Experience August 2007 - June 2008
Job Executive Director & Assistant General Counsel at JPMorgan
Industry Financial Services
Experience
JPMorgan June 2008 - Present
Bear Stearns August 2007 - June 2008
Calyon July 2006 - July 2007
Debevoise & Plimpton October 2001 - June 2006
Skills
Hedge Funds, Derivatives, Asset Management, Structured Finance, Capital Markets, Management, Securities, Private Equity, Due Diligence
Education
University of Chicago 1998 — 2001
JD, Law
Stanford University 1988 — 1992
Bachelor of Arts (B.A.), Economics & History (Double Major)
JPMorgan June 2008 - Present
Bear Stearns August 2007 - June 2008
Calyon July 2006 - July 2007
Debevoise & Plimpton October 2001 - June 2006
Skills
Hedge Funds, Derivatives, Asset Management, Structured Finance, Capital Markets, Management, Securities, Private Equity, Due Diligence
Education
University of Chicago 1998 — 2001
JD, Law
Stanford University 1988 — 1992
Bachelor of Arts (B.A.), Economics & History (Double Major)
Terry Gorbea's Bear Stearns Experience 2000 - 2008
Job Project Manager at Unity International Group
Industry Construction
Experience
Unity May 2008 - Present
Bear Stearns 2000 - 2008
Skills
Data Center, Visio, Telecommunications, Contract Negotiation, Project Management
Education
State University of New York - System
Unity May 2008 - Present
Bear Stearns 2000 - 2008
Skills
Data Center, Visio, Telecommunications, Contract Negotiation, Project Management
Education
State University of New York - System
Phil Zeifer's Bear Stearns Experience January 1990 - January 2005
Job Financial Service Executive
Industry Financial Services
Experience
Next Cleaners February 2009 - June 2013
Dry Cleaning Station June 2005 - January 2009
Bear Stearns January 1990 - January 2005
Bear Stearns January 1985 - January 1990
Bear Stearns January 1983 - January 1985
Bear Stearns August 1980 - January 1983
Skills
Risk Management, Customer Relations, Workforce Management, Trading, Compliance, Equity Trading, P&L, Equities, Securities, Management, Financial Services, Series 63, Income Statement, Capital Markets, Customer Service, Financial Markets, Investments, Leadership, Portfolio Management, Finance, Trading Systems, Electronic Trading, Hedge Funds, Series 7, Entrepreneurship, Business Development, Asset Management, Financial Risk, Private Equity, Investment Management, CRM, Options, Valuation, Derivatives, Alternative Investments, Bloomberg, Emerging Markets, Wealth Management
Education
State University of New York College at Cortland 1975 — 1980
BA, Economics
Next Cleaners February 2009 - June 2013
Dry Cleaning Station June 2005 - January 2009
Bear Stearns January 1990 - January 2005
Bear Stearns January 1985 - January 1990
Bear Stearns January 1983 - January 1985
Bear Stearns August 1980 - January 1983
Skills
Risk Management, Customer Relations, Workforce Management, Trading, Compliance, Equity Trading, P&L, Equities, Securities, Management, Financial Services, Series 63, Income Statement, Capital Markets, Customer Service, Financial Markets, Investments, Leadership, Portfolio Management, Finance, Trading Systems, Electronic Trading, Hedge Funds, Series 7, Entrepreneurship, Business Development, Asset Management, Financial Risk, Private Equity, Investment Management, CRM, Options, Valuation, Derivatives, Alternative Investments, Bloomberg, Emerging Markets, Wealth Management
Education
State University of New York College at Cortland 1975 — 1980
BA, Economics
Arjeta Cobaj's Bear Stearns Experience June 2006 - January 2009
Job
Industry Retail
Experience
Toys R Us August 2011 - Present
Toys R Us May 2011 - August 2011
Bear Stearns June 2006 - January 2009
Citigroup July 2003 - June 2006
Skills
Financial Modeling, Forecasting, Financial Analysis, Corporate Finance, Business Analysis, Business Strategy, Team Leadership, Process Improvement, Risk Management, Cross-functional Team..., Finance, Financial Reporting, Leadership
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2004
MBA, Public Accounting
Universiteti i Tiranës 1993 — 1997
BBA, Business Management
Toys R Us August 2011 - Present
Toys R Us May 2011 - August 2011
Bear Stearns June 2006 - January 2009
Citigroup July 2003 - June 2006
Skills
Financial Modeling, Forecasting, Financial Analysis, Corporate Finance, Business Analysis, Business Strategy, Team Leadership, Process Improvement, Risk Management, Cross-functional Team..., Finance, Financial Reporting, Leadership
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2004
MBA, Public Accounting
Universiteti i Tiranës 1993 — 1997
BBA, Business Management
Lauren Burns's Bear Stearns Experience January 1998 - June 2008
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JP Morgan June 2008 - Present
Bear Stearns January 1998 - June 2008
Strategic Assets, Inc. November 1995 - December 1997
Buttonwood Securities March 1995 - November 1995
Northwestern Mutual Insurance Company March 1993 - September 1994
Paul Revere Insurance Company August 1992 - March 1993
Mass Mutual Insurance Company January 1991 - August 1992
Education
State University of New York College at Plattsburgh 1986 — 1990
BS, Psychology, Business
JPMorgan Chase January 2013 - Present
JP Morgan June 2008 - Present
Bear Stearns January 1998 - June 2008
Strategic Assets, Inc. November 1995 - December 1997
Buttonwood Securities March 1995 - November 1995
Northwestern Mutual Insurance Company March 1993 - September 1994
Paul Revere Insurance Company August 1992 - March 1993
Mass Mutual Insurance Company January 1991 - August 1992
Education
State University of New York College at Plattsburgh 1986 — 1990
BS, Psychology, Business
Daniel Lindsay C.P.M, MBA's Bear Stearns Experience October 2006 - August 2008
Job Experienced Purchasing Procurement Professional.
Industry Financial Services
Experience
New York Life March 2009 - July 2010
Bear Stearns October 2006 - August 2008
American Express Business Travel 2006 - 2006
Prudential 1986 - 2004
Pru Financial 1986 - 2004
Prudential Financial 1986 - 2004
Skills
Contract Negotiation, Vendor Management, Risk Management, Purchasing, Procurement, Sourcing, Talent Management, Management, Negotiation, Strategic Sourcing, Analysis, Project Management, Training, Process Improvement, Cross-functional Team..., Leadership
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
Wolmer's Schools
New York Life March 2009 - July 2010
Bear Stearns October 2006 - August 2008
American Express Business Travel 2006 - 2006
Prudential 1986 - 2004
Pru Financial 1986 - 2004
Prudential Financial 1986 - 2004
Skills
Contract Negotiation, Vendor Management, Risk Management, Purchasing, Procurement, Sourcing, Talent Management, Management, Negotiation, Strategic Sourcing, Analysis, Project Management, Training, Process Improvement, Cross-functional Team..., Leadership
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
Wolmer's Schools
James Jelic's Bear Stearns Experience August 2005 - May 2008
Job Data Architect
Industry Information Technology and Services
Experience
Slalom Consulting May 2015 - Present
Sogeti September 2010 - April 2015
Advantage Resourcing - Technical Staffing January 2010 - August 2010
Caliber Funding, LLC June 2008 - November 2009
Bear Stearns August 2005 - May 2008
Ampro Mortgage March 2004 - July 2005
Trudy's Texas Star, Inc August 2003 - February 2004
Olympus Mortgage Servicing (Credit Suisse First Boston) February 1996 - May 2003
Skills
Agile Methodologies, Business Analysis, Microsoft SQL Server, SDLC, SSIS, Data Warehousing, Business Intelligence, Software Project..., Databases, SOA, Enterprise Architecture, Requirements Analysis, ETL, SharePoint, Data Modeling, Solution Architecture, IT Strategy, Scrum, Requirements Gathering, Software Development, Visio
Education
St. Edward's University 2000 — 2001
BA, Computer Systems Management
University of Delaware 1990 — 1994
BS, Economics
Slalom Consulting May 2015 - Present
Sogeti September 2010 - April 2015
Advantage Resourcing - Technical Staffing January 2010 - August 2010
Caliber Funding, LLC June 2008 - November 2009
Bear Stearns August 2005 - May 2008
Ampro Mortgage March 2004 - July 2005
Trudy's Texas Star, Inc August 2003 - February 2004
Olympus Mortgage Servicing (Credit Suisse First Boston) February 1996 - May 2003
Skills
Agile Methodologies, Business Analysis, Microsoft SQL Server, SDLC, SSIS, Data Warehousing, Business Intelligence, Software Project..., Databases, SOA, Enterprise Architecture, Requirements Analysis, ETL, SharePoint, Data Modeling, Solution Architecture, IT Strategy, Scrum, Requirements Gathering, Software Development, Visio
Education
St. Edward's University 2000 — 2001
BA, Computer Systems Management
University of Delaware 1990 — 1994
BS, Economics
Eric Glasser's Bear Stearns Experience July 1999 - June 2008
Job Vice President at JP Morgan Chase
Industry Information Technology and Services
Experience
JP Morgan Chase June 2008 - Present
Bear Stearns July 1999 - June 2008
Bear Stearns 1998 - 2008
Bear Stearns 1994 - 1999
Bear Stearns May 1988 - July 1994
Skills
Project Management, Business Analysis, ITIL v3 Foundations..., Business Process, Process Improvement, Service Delivery, Integration, Risk Management, Electronic Trading, Prime Brokerage, Sybase, Market Data, Security, Investment Banking, Fixed Income, Trading Systems, Disaster Recovery, ITIL, Equities, Investment Advisory, IT Strategy, Vendor Management, SDLC, Capital Markets
Education
State University of New York College at Oswego
BS, Business
JP Morgan Chase June 2008 - Present
Bear Stearns July 1999 - June 2008
Bear Stearns 1998 - 2008
Bear Stearns 1994 - 1999
Bear Stearns May 1988 - July 1994
Skills
Project Management, Business Analysis, ITIL v3 Foundations..., Business Process, Process Improvement, Service Delivery, Integration, Risk Management, Electronic Trading, Prime Brokerage, Sybase, Market Data, Security, Investment Banking, Fixed Income, Trading Systems, Disaster Recovery, ITIL, Equities, Investment Advisory, IT Strategy, Vendor Management, SDLC, Capital Markets
Education
State University of New York College at Oswego
BS, Business
Anand Perianayagam's Bear Stearns Experience July 2007 - April 2008
Job Senior Program Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse May 2014 - Present
Morgan Stanley Wealth Management May 2013 - May 2014
Federal Government December 2012 - April 2013
Headstrong November 2010 - November 2012
I Q Systems April 2008 - November 2010
Bear Stearns July 2007 - April 2008
MajescoMastek 2007 - 2007
Satyam Computer Services Ltd 2000 - 2006
PwC January 1990 - July 1994
Skills
PMP, PMO, Software Project..., Requirements Analysis, Program Management, SDLC, Resource Management, Agile Methodologies, Agile Project Management, Business Analysis, Business Intelligence, Business Process, Business Process..., Business Process..., Business Transformation, Consulting, Data Warehousing, ERP, Enterprise Architecture, Global Delivery, IT Management, IT Service Management, IT Strategy, Integration, Management, Management Consulting, Outsourcing, Pre-sales, Project Delivery, Project Management, Project Portfolio..., Requirements Gathering, SOA, Scrum, SharePoint, Software Development, Solution Architecture, Vendor Management
Education
St. Stephen's College 1983 — 1986
Bachelor of Arts (BA), Economics
Credit Suisse May 2014 - Present
Morgan Stanley Wealth Management May 2013 - May 2014
Federal Government December 2012 - April 2013
Headstrong November 2010 - November 2012
I Q Systems April 2008 - November 2010
Bear Stearns July 2007 - April 2008
MajescoMastek 2007 - 2007
Satyam Computer Services Ltd 2000 - 2006
PwC January 1990 - July 1994
Skills
PMP, PMO, Software Project..., Requirements Analysis, Program Management, SDLC, Resource Management, Agile Methodologies, Agile Project Management, Business Analysis, Business Intelligence, Business Process, Business Process..., Business Process..., Business Transformation, Consulting, Data Warehousing, ERP, Enterprise Architecture, Global Delivery, IT Management, IT Service Management, IT Strategy, Integration, Management, Management Consulting, Outsourcing, Pre-sales, Project Delivery, Project Management, Project Portfolio..., Requirements Gathering, SOA, Scrum, SharePoint, Software Development, Solution Architecture, Vendor Management
Education
St. Stephen's College 1983 — 1986
Bachelor of Arts (BA), Economics
Darryl Smith's Bear Stearns Experience 1995 - 2008
Job Managing Director Structured Credit & CLO Sales at RBS Greenwich Capital
Industry Financial Services
Experience
RBS Greenwich Capital July 2008 - Present
Bear Stearns 1995 - 2008
Citibank 1991 - 1995
Chemical Bank 1989 - 1991
Education
The University of Texas at Austin 1985 — 1987
MBA, Accounting & Finance
Southern Methodist University 1981 — 1985
BA & BS, Accounting & Asian History
RBS Greenwich Capital July 2008 - Present
Bear Stearns 1995 - 2008
Citibank 1991 - 1995
Chemical Bank 1989 - 1991
Education
The University of Texas at Austin 1985 — 1987
MBA, Accounting & Finance
Southern Methodist University 1981 — 1985
BA & BS, Accounting & Asian History
Cliff Ris's Bear Stearns Experience AssosciateJP Morgan2008 - Present
Job Associate Director at Bear Stearns
Industry Accounting
Experience
Bear Stearns AssosciateJP Morgan2008 - Present
JPMorgan Chase 2008 - Present
J.P. Morgan 2008 - Present
Spear Leeds & Kellogg 1994 - 2000
Education
St. Francis College 1989 — 1993
Bear Stearns AssosciateJP Morgan2008 - Present
JPMorgan Chase 2008 - Present
J.P. Morgan 2008 - Present
Spear Leeds & Kellogg 1994 - 2000
Education
St. Francis College 1989 — 1993
Jen Giraldi's Bear Stearns Experience 2003 - 2006
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Capital Markets LLC 2006 - Present
Bear Stearns 2003 - 2006
Merrill Lynch 1991 - 2001
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2001
BNY Mellon Capital Markets LLC 2006 - Present
Bear Stearns 2003 - 2006
Merrill Lynch 1991 - 2001
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2001
Ron Wexler's Bear Stearns Experience October 1987 - November 2008
Job COO Equities at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald February 2012 - Present
ICAP May 2010 - February 2012
GFI Group November 2008 - May 2010
Bear Stearns October 1987 - November 2008
Education
State University of New York College at Oswego 1982 — 1986
Accounting
Cantor Fitzgerald February 2012 - Present
ICAP May 2010 - February 2012
GFI Group November 2008 - May 2010
Bear Stearns October 1987 - November 2008
Education
State University of New York College at Oswego 1982 — 1986
Accounting
Michael Cashel's Bear Stearns Experience April 2006 - September 2008
Job SVP at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments 2012 - Present
Fidelity Capital Markets June 2011 - August 2012
Fidelity Capital Markets September 2008 - June 2011
Fidelity 2008 - June 2011
Bear Stearns April 2006 - September 2008
Harborside Plus September 2002 - May 2005
Harborsideplus 2002 - 2005
ABN AMRO September 2000 - May 2002
Morgan Stanley 1992 - 2000
Education
St. Lawrence University 1980 — 1984
BA, English Literature
Fidelity Investments 2012 - Present
Fidelity Capital Markets June 2011 - August 2012
Fidelity Capital Markets September 2008 - June 2011
Fidelity 2008 - June 2011
Bear Stearns April 2006 - September 2008
Harborside Plus September 2002 - May 2005
Harborsideplus 2002 - 2005
ABN AMRO September 2000 - May 2002
Morgan Stanley 1992 - 2000
Education
St. Lawrence University 1980 — 1984
BA, English Literature
Elizabeth Dew's Bear Stearns Experience 2003 - 2008
Job Managing Director, FX Sales
Industry Capital Markets
Experience
Natixis 2008 - Present
Bear Stearns 2003 - 2008
Education
State University of New York College at Plattsburgh
Bachelor, Communications
Natixis 2008 - Present
Bear Stearns 2003 - 2008
Education
State University of New York College at Plattsburgh
Bachelor, Communications
Belgica Santana's Bear Stearns Experience 2004 - 2008
Job at Morgan Stanley
Industry Banking
Experience
JP Morgan November 2010 - March 2013
Bear Stearns 2004 - 2008
Skills
Derivatives
Education
State University of New York at New Paltz 1997 — 2001
JP Morgan November 2010 - March 2013
Bear Stearns 2004 - 2008
Skills
Derivatives
Education
State University of New York at New Paltz 1997 — 2001
Maripili O'Connell, MBA's Bear Stearns Experience January 2000 - February 2004
Job Talent Acquisition Manager, New Business Development
Industry Nonprofit Organization Management
Experience
International Rescue Committee September 2013 - Present
Management Sciences for Health July 2008 - August 2013
UB 2005 - 2008
BlueCross BlueShield of Western New York 2004 - 2008
HealthNow New York 2004 - 2008
Bear Stearns January 2000 - February 2004
Education
State University of New York at Buffalo - School of Management 2005 — 2008
MBA, Masters in Business Administration
University of California, Berkeley
Finance Diploma, Corporate Finance
International Rescue Committee September 2013 - Present
Management Sciences for Health July 2008 - August 2013
UB 2005 - 2008
BlueCross BlueShield of Western New York 2004 - 2008
HealthNow New York 2004 - 2008
Bear Stearns January 2000 - February 2004
Education
State University of New York at Buffalo - School of Management 2005 — 2008
MBA, Masters in Business Administration
University of California, Berkeley
Finance Diploma, Corporate Finance
Daniel Biddiscombe's Bear Stearns Experience 1984 - 1990
Job Office Services / Facilities Manager at Pryor Cashman LLP
Industry Legal Services
Experience
Pryor Cashman LLP July 2012 - Present
Salininas Home Services August 2011 - June 2012
Hospice of Westchester August 2011 - May 2012
Proskauer Rose LLP July 2006 - February 2011
Proskauer Rose LLP July 2001 - July 2006
Barclays Capital June 1996 - July 2001
Barclays Bank July 1991 - July 1995
Bear Stearns 1984 - 1990
Skills
Vendor Management, Contract Negotiation, Employee Relations, Budgeting, Problem Solving, Process Improvement, Contract Management, Project Management, Facilities Management, Office Administration, Records Management, Time Management, Escrow, Trusts, Procurement, Budgets, Management, Intellectual Property, Document Management, Strategic Planning, Litigation Support, Legal Assistance, Employment Law, Mergers & Acquisitions, Legal Compliance, Litigation, Legal Research, Corporate Law, Mediation, CRM, Document Review, Legal Writing, Westlaw, Licensing
Education
State University of New York at New Paltz 1979 — 1981
Cardinal Hayes High School 1973 — 1977
Pryor Cashman LLP July 2012 - Present
Salininas Home Services August 2011 - June 2012
Hospice of Westchester August 2011 - May 2012
Proskauer Rose LLP July 2006 - February 2011
Proskauer Rose LLP July 2001 - July 2006
Barclays Capital June 1996 - July 2001
Barclays Bank July 1991 - July 1995
Bear Stearns 1984 - 1990
Skills
Vendor Management, Contract Negotiation, Employee Relations, Budgeting, Problem Solving, Process Improvement, Contract Management, Project Management, Facilities Management, Office Administration, Records Management, Time Management, Escrow, Trusts, Procurement, Budgets, Management, Intellectual Property, Document Management, Strategic Planning, Litigation Support, Legal Assistance, Employment Law, Mergers & Acquisitions, Legal Compliance, Litigation, Legal Research, Corporate Law, Mediation, CRM, Document Review, Legal Writing, Westlaw, Licensing
Education
State University of New York at New Paltz 1979 — 1981
Cardinal Hayes High School 1973 — 1977
Alfred Chin's Bear Stearns Experience October 1988 - February 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Bear Stearns October 1988 - February 2008
Paine Webber January 1988 - October 1988
E.F. HUTTON 1982 - 1988
FAA 1977 - 1981
Defense Logistics Agency 1973 - 1977
Education
State University of New York College at Geneseo 1968 — 1972
BA
Bear Stearns October 1988 - February 2008
Paine Webber January 1988 - October 1988
E.F. HUTTON 1982 - 1988
FAA 1977 - 1981
Defense Logistics Agency 1973 - 1977
Education
State University of New York College at Geneseo 1968 — 1972
BA
Earl Spence's Bear Stearns Experience 1999 - 2007
Job Lead PeopleSoft HR Developer (TechnoFunctional) at Columbia University in the City of New York
Industry Education Management
Experience
Columbia University in the City of New York May 2015 - Present
City University of New York September 2012 - April 2015
Right at Home of Englewood October 2009 - August 2012
BlackRock June 2007 - December 2008
BlackRock June 2007 - November 2008
Bear Stearns 1999 - 2007
Bear Stearns September 1999 - December 2001
Weil, Gothsal, & Manges, LLP January 1998 - January 1999
Maimonides Medical Center January 1997 - January 1998
Ann Taylor January 1996 - January 1997
Skills
Microsoft Office, Healthcare, Project Management, Business Analysis, Business Process, Customer Service, Human Resources, Leadership, Management, Microsoft SQL Server, Payroll, PeopleSoft, Process Improvement, Strategic Planning, Training, Troubleshooting, Unix, Vendor Management
Education
State University of New York College at Brockport 1982 — 1984
BS, Computer Science, Accounting
University of Nevada-Las Vegas 1980 — 1981
Accounting
Columbia University in the City of New York May 2015 - Present
City University of New York September 2012 - April 2015
Right at Home of Englewood October 2009 - August 2012
BlackRock June 2007 - December 2008
BlackRock June 2007 - November 2008
Bear Stearns 1999 - 2007
Bear Stearns September 1999 - December 2001
Weil, Gothsal, & Manges, LLP January 1998 - January 1999
Maimonides Medical Center January 1997 - January 1998
Ann Taylor January 1996 - January 1997
Skills
Microsoft Office, Healthcare, Project Management, Business Analysis, Business Process, Customer Service, Human Resources, Leadership, Management, Microsoft SQL Server, Payroll, PeopleSoft, Process Improvement, Strategic Planning, Training, Troubleshooting, Unix, Vendor Management
Education
State University of New York College at Brockport 1982 — 1984
BS, Computer Science, Accounting
University of Nevada-Las Vegas 1980 — 1981
Accounting
Edward Molina's Bear Stearns Experience August 2005 - December 2007
Job VP Finance at Bank of America
Industry Financial Services
Experience
Bank of America December 2007 - Present
Bear Stearns August 2005 - December 2007
JPMorgan Chase August 2000 - August 2005
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Financial Risk, Treasury Management, Managerial Finance, Accounts Payable, Bloomberg, Treasury, Management, Corporate Finance
Education
Southern Methodist University 1996 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Brooks School 1992 — 1996
Bank of America December 2007 - Present
Bear Stearns August 2005 - December 2007
JPMorgan Chase August 2000 - August 2005
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Financial Risk, Treasury Management, Managerial Finance, Accounts Payable, Bloomberg, Treasury, Management, Corporate Finance
Education
Southern Methodist University 1996 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Brooks School 1992 — 1996
Lisa Stornaiuolo's Bear Stearns Experience 2000 - 2008
Job International Operations at Instinet Corporation
Industry Financial Services
Experience
Instinet Corporation November 2008 - Present
Bear Stearns 2000 - 2008
Braintree Solutions February 2000 - November 2000
Education
State University of New York College at Oneonta 1992 — 1996
BS, Business Economics
Instinet Corporation November 2008 - Present
Bear Stearns 2000 - 2008
Braintree Solutions February 2000 - November 2000
Education
State University of New York College at Oneonta 1992 — 1996
BS, Business Economics
elizabeth stone's Bear Stearns Experience June 1991 - July 1994
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase February 2012 - Present
Deutsche Bank Securities July 1994 - December 2011
Deutsche Bank 1994 - December 2011
Deutsche Bank Securities 1994 - December 2011
Bear Stearns June 1991 - July 1994
Drexel Burnham Lambert April 1985 - April 1990
First Boston May 1984 - April 1985
Skills
Prime Brokerage, Client, MBS, ABS, CMBS, Change Management, Productivity, Sales Operations, whole loans, Outsourcing, Cost Management, Business Process, Volunteer Management, Organizational..., RMBS, Series 99, Residential Mortgages, Loans, Fixed Income, Trading, Middle Office, Settlement, Credit Derivatives, Capital Markets, Financial Services, Derivatives, Investment Banking, Back Office, Equities, Bloomberg, Trading Systems, Options, Corporate Actions, Structured Finance, Financial Markets, Alternative Investments
Education
State University of New York at Oswego 1982 — 1983
Theatre
JPMorgan Chase February 2012 - Present
Deutsche Bank Securities July 1994 - December 2011
Deutsche Bank 1994 - December 2011
Deutsche Bank Securities 1994 - December 2011
Bear Stearns June 1991 - July 1994
Drexel Burnham Lambert April 1985 - April 1990
First Boston May 1984 - April 1985
Skills
Prime Brokerage, Client, MBS, ABS, CMBS, Change Management, Productivity, Sales Operations, whole loans, Outsourcing, Cost Management, Business Process, Volunteer Management, Organizational..., RMBS, Series 99, Residential Mortgages, Loans, Fixed Income, Trading, Middle Office, Settlement, Credit Derivatives, Capital Markets, Financial Services, Derivatives, Investment Banking, Back Office, Equities, Bloomberg, Trading Systems, Options, Corporate Actions, Structured Finance, Financial Markets, Alternative Investments
Education
State University of New York at Oswego 1982 — 1983
Theatre
Andre Augustin's Bear Stearns Experience August 2004 - October 2006
Job Lead Broadcaster/Webcaster at Bifuteki
Industry Information Technology and Services
Experience
Bifuteki.com January 2008 - Present
Apple Inc. September 2011 - February 2012
Bank of New York Mellon December 2008 - February 2011
Saint Vincent Catholic Medical Centers March 2007 - June 2008
Bear Stearns August 2004 - October 2006
Design Strategy Corporation August 2004 - October 2006
Skills
Active Directory, Blackberry, Computer Hardware, Blackberry Enterprise..., Laptops, Microsoft Excel, Microsoft Office, OS X, Security, Servers, Social Networking, VPN, Windows Server, Technical Support, Customer Service, Hardware, Routers, Social Media, Software Installation
Education
State University of New York Empire State College 2007 — 2010
Computer Science
Bifuteki.com January 2008 - Present
Apple Inc. September 2011 - February 2012
Bank of New York Mellon December 2008 - February 2011
Saint Vincent Catholic Medical Centers March 2007 - June 2008
Bear Stearns August 2004 - October 2006
Design Strategy Corporation August 2004 - October 2006
Skills
Active Directory, Blackberry, Computer Hardware, Blackberry Enterprise..., Laptops, Microsoft Excel, Microsoft Office, OS X, Security, Servers, Social Networking, VPN, Windows Server, Technical Support, Customer Service, Hardware, Routers, Social Media, Software Installation
Education
State University of New York Empire State College 2007 — 2010
Computer Science
Marina Fomitcheva's Bear Stearns Experience February 2000 - March 2008
Job Manager, KPMG LLP (CBAP)
Industry Accounting
Experience
KPMG September 2010 - Present
Verizon Wireless September 2009 - September 2010
JPMorgan Chase March 2008 - April 2009
Bear Stearns February 2000 - March 2008
Ricoh Company Ltd. 1997 - 2000
Skills
SDLC, Agile Methodologies, Oracle, PL/SQL, Unix, Business Analysis, UML, Microsoft SQL Server, Integration, Databases, Testing, Business Process, SQL, Management, Project Management, Requirements Analysis, Software Project...
Education
Southern Federal University (former Rostov State University) 1976 — 1981
Master, Mathematics
KPMG September 2010 - Present
Verizon Wireless September 2009 - September 2010
JPMorgan Chase March 2008 - April 2009
Bear Stearns February 2000 - March 2008
Ricoh Company Ltd. 1997 - 2000
Skills
SDLC, Agile Methodologies, Oracle, PL/SQL, Unix, Business Analysis, UML, Microsoft SQL Server, Integration, Databases, Testing, Business Process, SQL, Management, Project Management, Requirements Analysis, Software Project...
Education
Southern Federal University (former Rostov State University) 1976 — 1981
Master, Mathematics
Deron White's Bear Stearns Experience December 2007 - December 2008
Job Regional Sales Manager
Industry Financial Services
Experience
Loan Modification Advisory Corp November 2008 - Present
LMAC 2007 - Present
Bear Stearns December 2007 - December 2008
Education
St. Thomas University (CA) 1987 — 1991
BA, Business
Loan Modification Advisory Corp November 2008 - Present
LMAC 2007 - Present
Bear Stearns December 2007 - December 2008
Education
St. Thomas University (CA) 1987 — 1991
BA, Business
Henry Snyder's Bear Stearns Experience April 2007 - February 2009
Job Consultant at INSYS Group, Inc.
Industry Investment Banking
Experience
INSYS Group, Inc. April 2012 - Present
Hank C. S. LLC April 2009 - April 2012
Bear Stearns April 2007 - February 2009
ACS 2005 - 2006
Chubb & Son 1993 - 2005
Chubb & Son Ins. 1993 - 2005
IBM 1964 - 1993
Education
State University of New York - System 1965 — 1967
Did not complete, Math
INSYS Group, Inc. April 2012 - Present
Hank C. S. LLC April 2009 - April 2012
Bear Stearns April 2007 - February 2009
ACS 2005 - 2006
Chubb & Son 1993 - 2005
Chubb & Son Ins. 1993 - 2005
IBM 1964 - 1993
Education
State University of New York - System 1965 — 1967
Did not complete, Math
Paul Hinkle's Bear Stearns Experience May 2004 - June 2008
Job Director of Client Portfolio Management at Cove Street Capital
Industry Investment Management
Experience
Cove Street Capital 2012 - Present
Guggenheim Partners November 2009 - March 2012
Silverstrand Enterprises January 2009 - November 2009
Bear Stearns May 2004 - June 2008
Needham & Company October 1997 - March 2001
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance and Entrepreneurial Studies
Stanford University 1992 — 1996
AB, International Relations
Cove Street Capital 2012 - Present
Guggenheim Partners November 2009 - March 2012
Silverstrand Enterprises January 2009 - November 2009
Bear Stearns May 2004 - June 2008
Needham & Company October 1997 - March 2001
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance and Entrepreneurial Studies
Stanford University 1992 — 1996
AB, International Relations
Jerry Deignan's Bear Stearns Experience 1987 - 2009
Job Supervisory Manager at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA October 2012 - Present
Morgan Stanley Smith Barney March 2009 - September 2012
Bear Stearns, a division of J.P. Morgan February 1987 - February 2009
Bear Stearns 1987 - 2009
Bear Stearns 1987 - 2009
Education
State University of New York College at Oneonta 1982 — 1986
BA
JPMorgan Chase Bank NA October 2012 - Present
Morgan Stanley Smith Barney March 2009 - September 2012
Bear Stearns, a division of J.P. Morgan February 1987 - February 2009
Bear Stearns 1987 - 2009
Bear Stearns 1987 - 2009
Education
State University of New York College at Oneonta 1982 — 1986
BA
Kathy Clark, PHR's Bear Stearns Experience 1989 - 2008
Job Human Resources Manager at Provenir Inc. – Financial
Industry Human Resources
Experience
Kitewheel November 2009 - Present
Provenir Inc. – Financial 2009 - Present
Bear Stearns 1989 - 2008
Skills
Recruiting, Vendor Management, Change Management, Onboarding, Program Management
Education
State University of New York - System
BS, Business Mgmt and Marketing
Kitewheel November 2009 - Present
Provenir Inc. – Financial 2009 - Present
Bear Stearns 1989 - 2008
Skills
Recruiting, Vendor Management, Change Management, Onboarding, Program Management
Education
State University of New York - System
BS, Business Mgmt and Marketing
Frank R Ramirez's Bear Stearns Experience January 1986 - January 1993
Job Visionary, Entrepreneur & Fractional CLevel Executive
Industry Venture Capital & Private Equity
Experience
Latino Business Action Network 2012 - 2013
St. Renatus, LLC January 2006 - February 2012
Long's Peak Council, BSA 2010 - 2012
Boy Scouts of America 2008 - 2012
Ice Energy November 2002 - November 2011
Bear Stearns January 1986 - January 1993
Endur Inc. 1990 - 1992
Skills
Raising Capital, Team Building, Connecting Relationships, Start-ups, Entrepreneur, Renewable Energy, Energy Efficiency, Entrepreneurship, Capital Allocation, Mergers, Leadership, Energy, Private Placements, Venture Capital, Business Strategy, Strategic Planning, Business Planning, Talent Management, Strategy, Contract Negotiation, Recruiting, Strategic Partnerships, Finance, Due Diligence, Cleantech, Executive Coaching, Sustainability, Mergers & Acquisitions, Product Development, New Business Development, Corporate Development, Private Equity, Management Consulting, Program Management, Alternative Energy, Business Development, Angel Investing, Corporate Finance, Executive Management
Education
Stanford University Graduate School of Business 1981 — 1983
M.B.A., Banking, Corporate, Finance, and Securities Law
University of California, Berkeley - School of Law 1976 — 1979
J.D., Banking, Corporate, Finance, and Securities Law
Stanford University 1972 — 1976
BA, Economics
Latino Business Action Network 2012 - 2013
St. Renatus, LLC January 2006 - February 2012
Long's Peak Council, BSA 2010 - 2012
Boy Scouts of America 2008 - 2012
Ice Energy November 2002 - November 2011
Bear Stearns January 1986 - January 1993
Endur Inc. 1990 - 1992
Skills
Raising Capital, Team Building, Connecting Relationships, Start-ups, Entrepreneur, Renewable Energy, Energy Efficiency, Entrepreneurship, Capital Allocation, Mergers, Leadership, Energy, Private Placements, Venture Capital, Business Strategy, Strategic Planning, Business Planning, Talent Management, Strategy, Contract Negotiation, Recruiting, Strategic Partnerships, Finance, Due Diligence, Cleantech, Executive Coaching, Sustainability, Mergers & Acquisitions, Product Development, New Business Development, Corporate Development, Private Equity, Management Consulting, Program Management, Alternative Energy, Business Development, Angel Investing, Corporate Finance, Executive Management
Education
Stanford University Graduate School of Business 1981 — 1983
M.B.A., Banking, Corporate, Finance, and Securities Law
University of California, Berkeley - School of Law 1976 — 1979
J.D., Banking, Corporate, Finance, and Securities Law
Stanford University 1972 — 1976
BA, Economics
Robert Lentchitsky's Bear Stearns Experience 1985 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Bear Stearns 1985 - 2007
Education
State University of New York College at Oneonta 1964 — 1966
Psychology
Bear Stearns 1985 - 2007
Education
State University of New York College at Oneonta 1964 — 1966
Psychology
Bill Bee's Bear Stearns Experience February 1994 - February 1999
Job President/CEO at Big Brothers Big Sisters of Palm Beach and Martin Counties
Industry Nonprofit Organization Management
Experience
Big Brothers Big Sisters of Palm Beach and Martin Counties January 2004 - Present
Big Brothers and Big Sisters of Martin County 2004 - January 2010
Bear Stearns February 1994 - February 1999
Skills
Non-profits, Consensus Building, Public Speaking, Strategic Planning, Team Building, Marketing Strategy, Budgeting, Negotiation, Customer Relations, New Business Development, Budgets, Customer Service, Public Relations, Fundraising, Leadership, Program Management, Event Planning, Management, Marketing, Advertising, Nonprofits, Program Development, Real Estate, Sales, Strategy, Business Development, Volunteer Management, Contract Negotiation, Entrepreneurship, Online Marketing, Event Management, Coaching, Training, Social Networking, Start-ups, Social Media Marketing, Social Media, Organizational..., Grant Writing, Small Business, Community Outreach, Leadership Development, Finance, Marketing Communications, Community Development, Board Development, Sales Management, Investments, Grants, Media Relations
Education
St. John's University, The Peter J. Tobin College of Business 1967 — 1971
BS, economics
Big Brothers Big Sisters of Palm Beach and Martin Counties January 2004 - Present
Big Brothers and Big Sisters of Martin County 2004 - January 2010
Bear Stearns February 1994 - February 1999
Skills
Non-profits, Consensus Building, Public Speaking, Strategic Planning, Team Building, Marketing Strategy, Budgeting, Negotiation, Customer Relations, New Business Development, Budgets, Customer Service, Public Relations, Fundraising, Leadership, Program Management, Event Planning, Management, Marketing, Advertising, Nonprofits, Program Development, Real Estate, Sales, Strategy, Business Development, Volunteer Management, Contract Negotiation, Entrepreneurship, Online Marketing, Event Management, Coaching, Training, Social Networking, Start-ups, Social Media Marketing, Social Media, Organizational..., Grant Writing, Small Business, Community Outreach, Leadership Development, Finance, Marketing Communications, Community Development, Board Development, Sales Management, Investments, Grants, Media Relations
Education
St. John's University, The Peter J. Tobin College of Business 1967 — 1971
BS, economics
James Yao's Bear Stearns Experience September 1996 - November 2001
Job Managing Partner at Southold Capital
Industry Investment Management
Experience
Southold Capital March 2011 - Present
TransUnion May 2009 - March 2011
UBS Investment Bank November 2002 - October 2007
Bear Stearns September 1996 - November 2001
Education
State University of New York College at Buffalo 1986 — 1991
BS / BA, Business Mang / Economics
Southold Capital March 2011 - Present
TransUnion May 2009 - March 2011
UBS Investment Bank November 2002 - October 2007
Bear Stearns September 1996 - November 2001
Education
State University of New York College at Buffalo 1986 — 1991
BS / BA, Business Mang / Economics
Karl Newlin's Bear Stearns Experience 1994 - 1996
Job Chief Financial Officer at Piedmont Natural Gas
Industry Utilities
Experience
Piedmont Natural Gas November 2011 - Present
Piedmont Natural Gas May 2010 - November 2011
Merrill Lynch June 1997 - March 2009
Bear Stearns 1994 - 1996
Skills
Mergers, Financial Modeling, Risk Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA
Piedmont Natural Gas November 2011 - Present
Piedmont Natural Gas May 2010 - November 2011
Merrill Lynch June 1997 - March 2009
Bear Stearns 1994 - 1996
Skills
Mergers, Financial Modeling, Risk Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA
Hillary Thomas's Bear Stearns Experience 2006 - 2006
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2012 - Present
HSBC Securities 2009 - 2012
RBC Capital Markets 2009 - 2009
Bear Stearns/J.P. Morgan 2007 - 2008
Bear Stearns 2006 - 2006
Skills
Foreign Exchange, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Series 7, Bloomberg, Capital Markets, Investment Banking, Alternative Investments, Structured Products, Derivatives, Securities Lending
Education
Spelman College 2003 — 2007
2007, Political Science
SunTrust Robinson Humphrey July 2012 - Present
HSBC Securities 2009 - 2012
RBC Capital Markets 2009 - 2009
Bear Stearns/J.P. Morgan 2007 - 2008
Bear Stearns 2006 - 2006
Skills
Foreign Exchange, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Series 7, Bloomberg, Capital Markets, Investment Banking, Alternative Investments, Structured Products, Derivatives, Securities Lending
Education
Spelman College 2003 — 2007
2007, Political Science
Nick Losey's Bear Stearns Experience 2001 - 2001
Job Portfolio Manager at Whitebox Advisors
Industry Financial Services
Experience
Whitebox Advisors LLC August 2015 - Present
White Oak Global Advisors 2011 - 2015
Armatura Capital Management 2009 - 2011
Highland Capital Management 2005 - 2009
Salomon Smith Barney 2001 - 2003
Bear Stearns 2001 - 2001
Education
Southern Methodist University - Cox School of Business 2003 — 2005
Master of Business Administration
University of Oklahoma 1997 — 2001
Bachelor of Business Administration
Whitebox Advisors LLC August 2015 - Present
White Oak Global Advisors 2011 - 2015
Armatura Capital Management 2009 - 2011
Highland Capital Management 2005 - 2009
Salomon Smith Barney 2001 - 2003
Bear Stearns 2001 - 2001
Education
Southern Methodist University - Cox School of Business 2003 — 2005
Master of Business Administration
University of Oklahoma 1997 — 2001
Bachelor of Business Administration
William Beuther, Jr.'s Bear Stearns Experience 1994 - 2008
Job Operations Assistant at WBI Investments
Industry Investment Management
Experience
WBI Investments February 2012 - Present
Shore Regional High School January 2009 - February 2012
JPMorgan Chase June 1994 - October 2008
Bear Stearns 1994 - 2008
Skills
Customer Service, Writing, Troubleshooting, Telephone Skills
Education
St. Francis College 1991 — 1994
Bachelor of Arts Degree, English
Franklin K. Lane High School
WBI Investments February 2012 - Present
Shore Regional High School January 2009 - February 2012
JPMorgan Chase June 1994 - October 2008
Bear Stearns 1994 - 2008
Skills
Customer Service, Writing, Troubleshooting, Telephone Skills
Education
St. Francis College 1991 — 1994
Bachelor of Arts Degree, English
Franklin K. Lane High School
Michael D'Onofrio's Bear Stearns Experience May 2000 - June 2008
Job Trader at TUDOR INVESTMENT CORPORATION
Industry Financial Services
Experience
TUDOR INVESTMENT CORPORATION July 2011 - Present
James Caird Asset Management (Formerly Moore Credit Fund) August 2008 - July 2011
Bear Stearns May 2000 - June 2008
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2003
MBA, Management
TUDOR INVESTMENT CORPORATION July 2011 - Present
James Caird Asset Management (Formerly Moore Credit Fund) August 2008 - July 2011
Bear Stearns May 2000 - June 2008
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2003
MBA, Management
Danielle Agrapides's Bear Stearns Experience 2000 - 2008
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
PricingDirect August 2008 - Present
Bear Stearns 2000 - 2008
Skills
Fixed Income, Derivatives, Commodity, Valuation, FX Options, Securities, Money Market, Options, Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business
Finance
PricingDirect August 2008 - Present
Bear Stearns 2000 - 2008
Skills
Fixed Income, Derivatives, Commodity, Valuation, FX Options, Securities, Money Market, Options, Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business
Finance
Bill Mollica's Bear Stearns Experience November 1993 - July 2000
Job Principal Consultant at Capco
Industry Financial Services
Experience
Capco January 2014 - Present
Monmouth Council, Boy Scouts of America 2013 - 2015
FITS-INC June 2007 - October 2013
Pershing LLC July 2000 - June 2007
Bear Stearns November 1993 - July 2000
Salomon Brothers 1982 - 1993
Skills
Project Management, Business Analysis, Program Management, SDLC, PMO, Project Delivery, Project Portfolio..., Requirements Analysis, Change Management, Vendor Management, Clearing, Front to Back Office, Financial Markets, Financial Services, Risk Management, Capital Markets, Management, Equities, Derivatives, Fixed Income, Strategy, Investment Banking, IT Strategy, Asset Management
Education
St. John's University 1980 — 1982
Associate of Science (AS), Accounting
Capco January 2014 - Present
Monmouth Council, Boy Scouts of America 2013 - 2015
FITS-INC June 2007 - October 2013
Pershing LLC July 2000 - June 2007
Bear Stearns November 1993 - July 2000
Salomon Brothers 1982 - 1993
Skills
Project Management, Business Analysis, Program Management, SDLC, PMO, Project Delivery, Project Portfolio..., Requirements Analysis, Change Management, Vendor Management, Clearing, Front to Back Office, Financial Markets, Financial Services, Risk Management, Capital Markets, Management, Equities, Derivatives, Fixed Income, Strategy, Investment Banking, IT Strategy, Asset Management
Education
St. John's University 1980 — 1982
Associate of Science (AS), Accounting
James Canellas's Bear Stearns Experience 1995 - 1996
Job Vice President Sports Finance & Operations at HBO
Industry Entertainment
Experience
HBO 2011 - Present
HBO February 2001 - November 2011
HBO 1999 - 2001
HBO 1996 - 1999
Bear Stearns 1995 - 1996
Deloitte and Touche LLP 1993 - 1995
Skills
Accounting, Budgets, Digital Media, Entertainment, Finance, Financial Analysis, Financial Modeling, Financial Reporting, New Media, Sarbanes-Oxley Act, Strategic Partnerships, Executive Management, Forecasting
Education
St. Francis College 1991 — 1993
BA, Accounting
Xaverian High School 1985 — 1989
HBO 2011 - Present
HBO February 2001 - November 2011
HBO 1999 - 2001
HBO 1996 - 1999
Bear Stearns 1995 - 1996
Deloitte and Touche LLP 1993 - 1995
Skills
Accounting, Budgets, Digital Media, Entertainment, Finance, Financial Analysis, Financial Modeling, Financial Reporting, New Media, Sarbanes-Oxley Act, Strategic Partnerships, Executive Management, Forecasting
Education
St. Francis College 1991 — 1993
BA, Accounting
Xaverian High School 1985 — 1989
Jeff Beyer's Bear Stearns Experience 1989 - 1996
Job Managing Director at Willis Stein & Partners
Industry Venture Capital & Private Equity
Experience
Willis Stein & Partners ConsultantBoston Consulting Group1998 - 2000
Bear Stearns 1989 - 1996
Skills
Due Diligence, Mergers, Financial Analysis, Restructuring, Corporate Finance, Buyouts, Strategic Planning, Business Strategy, Investment Banking, Valuation, Financial Modeling, Corporate Development, Strategy Development, Negotiation, M&A experience, Business Planning, Principal Investing
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
The University of Chicago 1984 — 1989
BA, Economics
Willis Stein & Partners ConsultantBoston Consulting Group1998 - 2000
Bear Stearns 1989 - 1996
Skills
Due Diligence, Mergers, Financial Analysis, Restructuring, Corporate Finance, Buyouts, Strategic Planning, Business Strategy, Investment Banking, Valuation, Financial Modeling, Corporate Development, Strategy Development, Negotiation, M&A experience, Business Planning, Principal Investing
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
The University of Chicago 1984 — 1989
BA, Economics
David Punturieri's Bear Stearns Experience December 2002 - January 2008
Job Senior Vice President at Liquid Claims, LLC
Industry Financial Services
Experience
Liquid Claims, LLC July 2010 - Present
Merrill Lynch August 2009 - November 2009
RockView Capital January 2008 - October 2008
Bear Stearns December 2002 - January 2008
Skills
Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
Bachelors, Finance
Liquid Claims, LLC July 2010 - Present
Merrill Lynch August 2009 - November 2009
RockView Capital January 2008 - October 2008
Bear Stearns December 2002 - January 2008
Skills
Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
Bachelors, Finance
Patrick Mchale's Bear Stearns Experience 2000 - 2004
Job First Word at Bloomberg News
Industry Financial Services
Experience
Bloomberg News August 2010 - Present
StreetAccount LLC March 2004 - August 2010
Bear Stearns 2000 - 2004
Tommy's House of Pizza October 1994 - July 2000
Education
St. John's University School of Law 2006 — 2009
J.D., Law
State University of New York Maritime College 1990 — 1994
Bloomberg News August 2010 - Present
StreetAccount LLC March 2004 - August 2010
Bear Stearns 2000 - 2004
Tommy's House of Pizza October 1994 - July 2000
Education
St. John's University School of Law 2006 — 2009
J.D., Law
State University of New York Maritime College 1990 — 1994
Allison (McGowan) (Sargent ) Malito's Bear Stearns Experience June 2001 - May 2008
Job Special Education Teacher
Industry Education Management
Experience
Garden City High School January 2015 - Present
Garden City Union Free Public Schools March 2014 - Present
Deutsche Bank May 2008 - December 2011
Bear Stearns June 2001 - May 2008
Skills
Financial Modeling, Hedge Funds, Fixed Income, Bloomberg, Capital Markets, Derivatives, Equities, Finance, Investment Banking, Portfolio Management, Financial Analysis
Education
Touro College 2012 — 2014
Masters of Science in Special Education, Special Education and Teaching grades 7-12
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
BS, Finance
Garden City High School January 2015 - Present
Garden City Union Free Public Schools March 2014 - Present
Deutsche Bank May 2008 - December 2011
Bear Stearns June 2001 - May 2008
Skills
Financial Modeling, Hedge Funds, Fixed Income, Bloomberg, Capital Markets, Derivatives, Equities, Finance, Investment Banking, Portfolio Management, Financial Analysis
Education
Touro College 2012 — 2014
Masters of Science in Special Education, Special Education and Teaching grades 7-12
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
BS, Finance
Dawn Curattalo Salgine's Bear Stearns Experience June 2001 - June 2003
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2003 - Present
Bear Stearns June 2001 - June 2003
Education
St. Francis College 1997 — 2001
BS, Accounting
Goldman Sachs July 2003 - Present
Bear Stearns June 2001 - June 2003
Education
St. Francis College 1997 — 2001
BS, Accounting
Sharon Van Auken's Bear Stearns Experience 1983 - 1986
Job Human Resources Professional
Industry Higher Education
Experience
Paul Smith's College November 2012 - Present
Lane Hospitality September 2005 - November 2012
Lake Placid-Essex County Visitors Bureau 2004 - 2005
EPRI 1997 - 2004
First Union National Bank 1992 - 1996
State Street Bank 1986 - 1992
Bear Stearns 1983 - 1986
Skills
Public Speaking, Hospitality Management, Team Leadership, Strategic Planning, Hotels, Leadership, CRM, Team Building, Employee Engagement, Customer Service, Employee Training, Food & Beverage, New Hire Orientations, Talent Acquisition, Personnel Management, Time Management
Education
St. Lawrence University
B.A., English, Secondary Education, Physical Education
Paul Smith's College November 2012 - Present
Lane Hospitality September 2005 - November 2012
Lake Placid-Essex County Visitors Bureau 2004 - 2005
EPRI 1997 - 2004
First Union National Bank 1992 - 1996
State Street Bank 1986 - 1992
Bear Stearns 1983 - 1986
Skills
Public Speaking, Hospitality Management, Team Leadership, Strategic Planning, Hotels, Leadership, CRM, Team Building, Employee Engagement, Customer Service, Employee Training, Food & Beverage, New Hire Orientations, Talent Acquisition, Personnel Management, Time Management
Education
St. Lawrence University
B.A., English, Secondary Education, Physical Education
Jim DeVivo, CPA's Bear Stearns Experience October 1997 - March 2000
Job CFO at TriArc Food Systems, Inc.
Industry Food & Beverages
Experience
Tri-Arc Food Systems, Inc. October 2012 - Present
Nitronex Corporation April 2000 - October 2012
Bear Stearns October 1997 - March 2000
Friedman LLP September 1995 - October 1997
Skills
Financial Reporting, Forecasting, Internal Controls, Accounting, Corporate Finance, Auditing, Process Improvement, Finance, Valuation, General Ledger, Strategic Planning, Analysis, Banking, Team Building, SEC filings, Cash Flow Forecasting, Management, Accruals, Financial Statements, GAAP, Mergers & Acquisitions, Revenue Recognition, Sarbanes-Oxley Act
Education
State University of New York at New Paltz 1991 — 1993
BS, Accounting
Tri-Arc Food Systems, Inc. October 2012 - Present
Nitronex Corporation April 2000 - October 2012
Bear Stearns October 1997 - March 2000
Friedman LLP September 1995 - October 1997
Skills
Financial Reporting, Forecasting, Internal Controls, Accounting, Corporate Finance, Auditing, Process Improvement, Finance, Valuation, General Ledger, Strategic Planning, Analysis, Banking, Team Building, SEC filings, Cash Flow Forecasting, Management, Accruals, Financial Statements, GAAP, Mergers & Acquisitions, Revenue Recognition, Sarbanes-Oxley Act
Education
State University of New York at New Paltz 1991 — 1993
BS, Accounting
Jacqueline Leonard's Bear Stearns Experience January 2005 - December 2006
Job Securities Lending Trader Assistant Vice President at Mizuho Trust & Banking Co (USA)
Industry Financial Services
Experience
Mizuho Trust & Banking Co (USA) December 2006 - August 2015
Bear Stearns January 2005 - December 2006
Bear Stearns March 2003 - January 2005
Bear Stearns February 2002 - March 2003
Brown Brothers Harriman June 2001 - February 2002
DTCC June 1999 - August 2000
Skills
Series 63, Corporate Actions, Equities, Fixed Income, Prime Brokerage, Series 7, Securities Lending, Bloomberg, Derivatives
Education
State University of New York College at Oneonta 1997 — 2001
Bachlor or Science, Business Economics
State University of New York College at Oneonta 1997 — 2001
Bachelor's degree, Business Economics
Mizuho Trust & Banking Co (USA) December 2006 - August 2015
Bear Stearns January 2005 - December 2006
Bear Stearns March 2003 - January 2005
Bear Stearns February 2002 - March 2003
Brown Brothers Harriman June 2001 - February 2002
DTCC June 1999 - August 2000
Skills
Series 63, Corporate Actions, Equities, Fixed Income, Prime Brokerage, Series 7, Securities Lending, Bloomberg, Derivatives
Education
State University of New York College at Oneonta 1997 — 2001
Bachlor or Science, Business Economics
State University of New York College at Oneonta 1997 — 2001
Bachelor's degree, Business Economics
Richard Devine's Bear Stearns Experience September 2003 - March 2008
Job Managing Director at Quattuor Capital Partners of Raymond James & Associates,Inc.
Industry Financial Services
Experience
Quattuor Capital Partners of Raymond James & Associates,Inc. December 2014 - Present
JP Morgan Securities March 2008 - December 2014
Bear Stearns September 2003 - March 2008
Oppenheimer & Co October 1987 - September 2003
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Private Equity, Securities, Mergers & Acquisitions, Finance, Investments, Series 7, Financial Markets, Separately Managed..., Investment Banking, Financial Services, Capital Markets, Asset Allocation, Asset Management, Emerging Markets, Investment Management, Series 63, Mutual Funds, Portfolio Management, Investment Strategies, Mergers, Due Diligence, Options, Financial Modeling, Risk Management, Wealth Management, Derivatives, ETFs, Series 24, 401k, Corporate Finance, Fund Of Funds, Prime Brokerage, Equity Trading, Investment Advisory, Trading, High Net Worth..., Hedging, Venture Capital, Trading Systems, Valuation, Strategic Financial..., Series 65, IPO, FINRA, Business Valuation, Wealth
Education
St. Francis College 1980 — 1982
St. Francis College
Quattuor Capital Partners of Raymond James & Associates,Inc. December 2014 - Present
JP Morgan Securities March 2008 - December 2014
Bear Stearns September 2003 - March 2008
Oppenheimer & Co October 1987 - September 2003
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Private Equity, Securities, Mergers & Acquisitions, Finance, Investments, Series 7, Financial Markets, Separately Managed..., Investment Banking, Financial Services, Capital Markets, Asset Allocation, Asset Management, Emerging Markets, Investment Management, Series 63, Mutual Funds, Portfolio Management, Investment Strategies, Mergers, Due Diligence, Options, Financial Modeling, Risk Management, Wealth Management, Derivatives, ETFs, Series 24, 401k, Corporate Finance, Fund Of Funds, Prime Brokerage, Equity Trading, Investment Advisory, Trading, High Net Worth..., Hedging, Venture Capital, Trading Systems, Valuation, Strategic Financial..., Series 65, IPO, FINRA, Business Valuation, Wealth
Education
St. Francis College 1980 — 1982
St. Francis College
Bob Yedid's Bear Stearns Experience February 1992 - December 1998
Job Managing Director at ICR Inc.
Industry Investment Management
Experience
ICR Inc. December 2011 - Present
Hillhouse Capital Management February 2010 - April 2012
Broadfin Capital December 2010 - March 2011
Principled Capital Management January 2009 - January 2010
Principled Capital Management January 2003 - December 2008
Hillhouse Capital Management January 2001 - December 2002
Warburg Pincus January 1999 - December 2000
Bear Stearns February 1992 - December 1998
Salomon Brothers August 1983 - December 1991
Skills
Investor Relations, Investor Presentations, Investment Banking
Education
Stanford University Graduate School of Business 1981 — 1983
MBA, Finance and General Management
Yale University 1975 — 1979
BA, Economics
Yale University 1975 — 1979
Bachelor's degree, Magna Cum Laude, Economics
ICR Inc. December 2011 - Present
Hillhouse Capital Management February 2010 - April 2012
Broadfin Capital December 2010 - March 2011
Principled Capital Management January 2009 - January 2010
Principled Capital Management January 2003 - December 2008
Hillhouse Capital Management January 2001 - December 2002
Warburg Pincus January 1999 - December 2000
Bear Stearns February 1992 - December 1998
Salomon Brothers August 1983 - December 1991
Skills
Investor Relations, Investor Presentations, Investment Banking
Education
Stanford University Graduate School of Business 1981 — 1983
MBA, Finance and General Management
Yale University 1975 — 1979
BA, Economics
Yale University 1975 — 1979
Bachelor's degree, Magna Cum Laude, Economics
Frank Ninivaggi's Bear Stearns Experience April 1988 - January 1997
Job Operational Risk/Compliance at ANZ Bank
Industry Financial Services
Experience
Australia New Zealand (ANZ) Bank February 2014 - Present
Morgan Stanley January 1997 - September 2013
Bear Stearns April 1988 - January 1997
Skills
Financial Services, Customer Service, Securities, Equities, Fixed Income, Treasury, Options, Derivatives, Risk Management, Operational Risk, Post Market Surveillance, Capital Markets, Portfolio Management, Training, Coaching, Mentoring
Education
St. Francis College
Bachelor of Science (B.S.)
Villanova University
Engineering
Monsignor Farrell High School 1977 — 1981
Australia New Zealand (ANZ) Bank February 2014 - Present
Morgan Stanley January 1997 - September 2013
Bear Stearns April 1988 - January 1997
Skills
Financial Services, Customer Service, Securities, Equities, Fixed Income, Treasury, Options, Derivatives, Risk Management, Operational Risk, Post Market Surveillance, Capital Markets, Portfolio Management, Training, Coaching, Mentoring
Education
St. Francis College
Bachelor of Science (B.S.)
Villanova University
Engineering
Monsignor Farrell High School 1977 — 1981
Edward Wash's Bear Stearns Experience March 2006 - September 2007
Job VP Sr Compliance Mgr Equity Derivatives
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch May 2013 - September 2014
Bank of America Merrill Lynch September 2007 - May 2013
Bear Stearns March 2006 - September 2007
Bear Stearns October 2005 - March 2007
Bear Stearns 2004 - 2006
Bear Stearns June 2004 - October 2005
Skills
Series 63, Middle Office, Series 7, Equity Derivatives, Fixed Income, Options, Swaps, High Yield, Convertible Bonds, Prime Brokerage, FINRA, Bloomberg Terminal, Derivatives, Bloomberg, Series 24, Equity Trading, Credit Derivatives, Bonds, FX Options, Proprietary Trading, Settlement, Dodd-Frank, Equities
Education
St. Francis College 1998 — 2002
BS, Finance
St. Francis Prep 1994 — 1998
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch May 2013 - September 2014
Bank of America Merrill Lynch September 2007 - May 2013
Bear Stearns March 2006 - September 2007
Bear Stearns October 2005 - March 2007
Bear Stearns 2004 - 2006
Bear Stearns June 2004 - October 2005
Skills
Series 63, Middle Office, Series 7, Equity Derivatives, Fixed Income, Options, Swaps, High Yield, Convertible Bonds, Prime Brokerage, FINRA, Bloomberg Terminal, Derivatives, Bloomberg, Series 24, Equity Trading, Credit Derivatives, Bonds, FX Options, Proprietary Trading, Settlement, Dodd-Frank, Equities
Education
St. Francis College 1998 — 2002
BS, Finance
St. Francis Prep 1994 — 1998
Austin Woo's Bear Stearns Experience 2006 - 2007
Job Equity Options Trading at Cutler Group, LP
Industry Capital Markets
Experience
Cutler Group, LP 2011 - Present
Independent 2009 - Present
Eureka Options, LLC 2010 - 2010
Fortress Investment Group 2007 - 2009
Bear Stearns 2006 - 2007
Skills
Options, Equity Derivatives, Market Making, Trading
Education
Stanford University 2012 — 2013
Continuing Studies Program
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
Minor, Business Management
University of California, Irvine 2001 — 2005
BA, Economics
Lowell High School, San Francisco 1997 — 2001
H.S. Diploma
Cutler Group, LP 2011 - Present
Independent 2009 - Present
Eureka Options, LLC 2010 - 2010
Fortress Investment Group 2007 - 2009
Bear Stearns 2006 - 2007
Skills
Options, Equity Derivatives, Market Making, Trading
Education
Stanford University 2012 — 2013
Continuing Studies Program
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
Minor, Business Management
University of California, Irvine 2001 — 2005
BA, Economics
Lowell High School, San Francisco 1997 — 2001
H.S. Diploma
Tim Kavanagh's Bear Stearns Experience April 1987 - August 1996
Job Financial Services Professional at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers Holdings Inc. March 2006 - September 2008
Opus Home Equity Services November 2004 - February 2005
UBS Investment Bank September 1996 - May 2004
Bear Stearns April 1987 - August 1996
Skills
Securities Lending, Series 7, Prime Brokerage, Fixed Income, Equities, Equity Derivatives, Derivatives, Swaps, Trading Systems, Hedge Funds, Collateral Management, FX Options, Back Office, Trading, Middle Office
Education
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Accounting
Barclays Capital September 2008 - Present
Lehman Brothers Holdings Inc. March 2006 - September 2008
Opus Home Equity Services November 2004 - February 2005
UBS Investment Bank September 1996 - May 2004
Bear Stearns April 1987 - August 1996
Skills
Securities Lending, Series 7, Prime Brokerage, Fixed Income, Equities, Equity Derivatives, Derivatives, Swaps, Trading Systems, Hedge Funds, Collateral Management, FX Options, Back Office, Trading, Middle Office
Education
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Accounting
William DeArman's Bear Stearns Experience June 2000 - December 2001
Job Principal at Tailwater Capital LLC
Industry Insurance
Experience
Tailwater Capital LLC January 2013 - Present
Apex Global Partners, Inc. January 2010 - December 2012
Petro-Hunt, LLC July 2007 - December 2009
Atlas Capital Management May 2002 - April 2007
Bear Stearns June 2000 - December 2001
Skills
Financial Analysis
Education
Southern Methodist University 1996 — 2000
BBA, Finance, Organizational Behavior and Business Policy, History
Tailwater Capital LLC January 2013 - Present
Apex Global Partners, Inc. January 2010 - December 2012
Petro-Hunt, LLC July 2007 - December 2009
Atlas Capital Management May 2002 - April 2007
Bear Stearns June 2000 - December 2001
Skills
Financial Analysis
Education
Southern Methodist University 1996 — 2000
BBA, Finance, Organizational Behavior and Business Policy, History
Neal Rothstein's Bear Stearns Experience June 2004 - July 2008
Job Operations Specialist, Product Control
Industry Investment Banking
Experience
Societe Generale Corporate & Investment Banking 2008 - 2014
Bear Stearns June 2004 - July 2008
Morgan Stanley February 1996 - March 2004
Skills
Middle Office, Fixed Income, Derivatives, Swaps, Product Control, Bloomberg, Equities, Hedge Funds, Capital Markets, Securities
Education
State University of New York College at Old Westbury 2005 — 2006
Finance, Psychology
Societe Generale Corporate & Investment Banking 2008 - 2014
Bear Stearns June 2004 - July 2008
Morgan Stanley February 1996 - March 2004
Skills
Middle Office, Fixed Income, Derivatives, Swaps, Product Control, Bloomberg, Equities, Hedge Funds, Capital Markets, Securities
Education
State University of New York College at Old Westbury 2005 — 2006
Finance, Psychology
Bryan Casey's Bear Stearns Experience October 1999 - October 2001
Job Systems Administrator at Mountainside Hospital
Industry Hospital & Health Care
Experience
Mountainside Hospital August 2002 - Present
Bear Stearns October 1999 - October 2001
Skills
AS400 Administration, Windows Server, AIX 5.x, Network Administration, Web Applications, Desktop Administration
Education
Saint Thomas Aquinas College
Bachelor of Business Administration (B.B.A.), Economics
Mountainside Hospital August 2002 - Present
Bear Stearns October 1999 - October 2001
Skills
AS400 Administration, Windows Server, AIX 5.x, Network Administration, Web Applications, Desktop Administration
Education
Saint Thomas Aquinas College
Bachelor of Business Administration (B.B.A.), Economics
Claire Bonvino - Bergen's Bear Stearns Experience January 1999 - February 2000
Job Executive Director at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase April 2002 - December 2014
Morgan Stanley February 2000 - April 2002
Bear Stearns January 1999 - February 2000
Skills
Banking, Financial Services, Risk Management, Capital Markets, Securities, Equities, Investment Banking, Series 7, Management, Investments
Education
St. Francis College 1994 — 1998
Bachelor of Science (B.S.), Accounting
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase April 2002 - December 2014
Morgan Stanley February 2000 - April 2002
Bear Stearns January 1999 - February 2000
Skills
Banking, Financial Services, Risk Management, Capital Markets, Securities, Equities, Investment Banking, Series 7, Management, Investments
Education
St. Francis College 1994 — 1998
Bachelor of Science (B.S.), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS