Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
Bear Stearns List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bear Stearns. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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5,021 Bear Stearns employees in database. Find out everything there's to know about Bear Stearns employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bear Stearns Employees
Employee
Years
Job
Industry
Ruchika Saxena Ruchika Saxena's Bear Stearns Experience May 2007 - May 2008
Job Vice President
Industry Financial Services
Experience
J.P. Morgan June 2008 - Present
Bear Stearns May 2007 - May 2008
Citi June 2005 - May 2007
Education
State University of New York at Stony Brook 2003 — 2005
Master of Science (M.S.), Computer Science, 3.7
Banasthali Vidyapith University 2000 — 2003
Master of Computer Applications (M.C.A.), Computer Application, 3.88
Hansraj College, Delhi University 1997 — 2000
Bachelor of Science (B.Sc.), Mathematics, 3.9
J.P. Morgan June 2008 - Present
Bear Stearns May 2007 - May 2008
Citi June 2005 - May 2007
Education
State University of New York at Stony Brook 2003 — 2005
Master of Science (M.S.), Computer Science, 3.7
Banasthali Vidyapith University 2000 — 2003
Master of Computer Applications (M.C.A.), Computer Application, 3.88
Hansraj College, Delhi University 1997 — 2000
Bachelor of Science (B.Sc.), Mathematics, 3.9
Tory Pietzsch Tory Pietzsch's Bear Stearns Experience June 2005 - November 2006
Job President/Chairman
Industry Financial Services
Experience
Efinity Group March 2008 - Present
National City Bank December 2006 - January 2008
Bear Stearns June 2005 - November 2006
Legacy Financial Group June 1999 - July 2005
Homecomings Financial May 1997 - June 1999
Associates First Capital May 1996 - May 1997
Skills
Competitive Analysis, Strategy, Product Management, Real Estate, Mortgage Banking, Mortgage Lending, Product Development, Financial Services, Strategic Thinking, Process Improvement, Strategic Consulting, Sales Process, Forecasting, Leadership, Management, Sales, Strategic Planning, Risk Management, Marketing, Business Development, Executive Management
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2000
MBA, Business Administration
Texas Christian University 1992 — 1996
BS, Psychology
Efinity Group March 2008 - Present
National City Bank December 2006 - January 2008
Bear Stearns June 2005 - November 2006
Legacy Financial Group June 1999 - July 2005
Homecomings Financial May 1997 - June 1999
Associates First Capital May 1996 - May 1997
Skills
Competitive Analysis, Strategy, Product Management, Real Estate, Mortgage Banking, Mortgage Lending, Product Development, Financial Services, Strategic Thinking, Process Improvement, Strategic Consulting, Sales Process, Forecasting, Leadership, Management, Sales, Strategic Planning, Risk Management, Marketing, Business Development, Executive Management
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2000
MBA, Business Administration
Texas Christian University 1992 — 1996
BS, Psychology
David Dent David Dent's Bear Stearns Experience 1999 - 2001
Job Vice President at The MWM Group
Industry Investment Management
Experience
The MWM Group February 2014 - July 2014
Certis Capital Management 2008 - October 2013
Somera Capital Management August 2008 - November 2008
Archstone-Smith January 2006 - January 2008
StarTek 2004 - 2005
Quiznos 2002 - 2003
Bear Stearns 1999 - 2001
SunTrust Robinson Humphrey 1996 - 1998
Skills
Risk Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Asset Managment, Private Equity, Corporate Finance, Mergers, Hedge Funds, Alternative Investments, Accounting, Real Estate, Financial Reporting, Strategic Financial..., Capital Markets, Investment Banking, Forecasting, Asset Management, Acquisitions
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration, Finance, Accounting, and Entrepreneurship
Texas A&M University 1992 — 1996
Bachelor of Business Administration, Finance
The MWM Group February 2014 - July 2014
Certis Capital Management 2008 - October 2013
Somera Capital Management August 2008 - November 2008
Archstone-Smith January 2006 - January 2008
StarTek 2004 - 2005
Quiznos 2002 - 2003
Bear Stearns 1999 - 2001
SunTrust Robinson Humphrey 1996 - 1998
Skills
Risk Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Asset Managment, Private Equity, Corporate Finance, Mergers, Hedge Funds, Alternative Investments, Accounting, Real Estate, Financial Reporting, Strategic Financial..., Capital Markets, Investment Banking, Forecasting, Asset Management, Acquisitions
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration, Finance, Accounting, and Entrepreneurship
Texas A&M University 1992 — 1996
Bachelor of Business Administration, Finance
Gilbert Addeo's Bear Stearns Experience October 2001 - October 2007
Job COO Investment Placement Group
Industry Financial Services
Experience
Investment Placement Group July 2015 - Present
Pershing LLC January 2008 - Present
Bear Stearns October 2001 - October 2007
SunGard 1998 - 2001
TD Waterhouse Investor Services 1996 - 1998
Philadelphia Stock Exchange 1990 - 1996
Skills
CRM, Financial Services, Management, Project Management, Sales Management, Strategy, Securities, Hedge Funds, Asset Management, Capital Markets, Trading, Executive Management, Equities, Sales, Fixed Income, Business Strategy
Education
Temple University
Investment Placement Group July 2015 - Present
Pershing LLC January 2008 - Present
Bear Stearns October 2001 - October 2007
SunGard 1998 - 2001
TD Waterhouse Investor Services 1996 - 1998
Philadelphia Stock Exchange 1990 - 1996
Skills
CRM, Financial Services, Management, Project Management, Sales Management, Strategy, Securities, Hedge Funds, Asset Management, Capital Markets, Trading, Executive Management, Equities, Sales, Fixed Income, Business Strategy
Education
Temple University
Davis Butler Davis Butler's Bear Stearns Experience May 1989 - May 1992
Job Senior Vice President, Centennial Bank
Industry Banking
Experience
Collegiate Peaks Ban July 2013 - July 2014
U.S. Bank November 2010 - July 2013
Community Banks of Colorado January 2005 - November 2010
CCI Wireless 2000 - 2005
Braver Stern & Co. 1997 - 2000
Kessler Ehrlich Investments 1993 - 1997
Bear Stearns May 1989 - May 1992
Skills
Client Development, Client Relations Skills, Commercial Lending, Consumer Lending
Education
Graduate School of Banking Colorado 2006 — 2008
Texas Christian University 1986 — 1989
Collegiate Peaks Ban July 2013 - July 2014
U.S. Bank November 2010 - July 2013
Community Banks of Colorado January 2005 - November 2010
CCI Wireless 2000 - 2005
Braver Stern & Co. 1997 - 2000
Kessler Ehrlich Investments 1993 - 1997
Bear Stearns May 1989 - May 1992
Skills
Client Development, Client Relations Skills, Commercial Lending, Consumer Lending
Education
Graduate School of Banking Colorado 2006 — 2008
Texas Christian University 1986 — 1989
David Goldfisher David Goldfisher's Bear Stearns Experience April 1997 - April 2004
Job Principal and Founder at The Henley Group
Industry Commercial Real Estate
Experience
The Henley Group, Inc. October 2008 - Present
LaSalle Bank February 2004 - March 2008
Bear Stearns April 1997 - April 2004
Wells Fargo Bank January 1995 - February 1997
Skills
Negotiation, Financial Modeling, Real Estate Transactions, Restructuring, Real Estate Economics, Asset Managment, Due Diligence, Real Estate, Capital Markets, Structured Finance, Valuation, Real Estate Development, Disposition, Financial Analysis, Financial Structuring, Commercial Real Estate, Mortgage Lending, Loans, Banking, Commercial Mortgages, Asset Management
Education
The George Washington University - School of Business 1994 — 1996
MBA, Finance & Investments
Stockton University 1990 — 1994
BS, Management Information Systems
The Henley Group, Inc. October 2008 - Present
LaSalle Bank February 2004 - March 2008
Bear Stearns April 1997 - April 2004
Wells Fargo Bank January 1995 - February 1997
Skills
Negotiation, Financial Modeling, Real Estate Transactions, Restructuring, Real Estate Economics, Asset Managment, Due Diligence, Real Estate, Capital Markets, Structured Finance, Valuation, Real Estate Development, Disposition, Financial Analysis, Financial Structuring, Commercial Real Estate, Mortgage Lending, Loans, Banking, Commercial Mortgages, Asset Management
Education
The George Washington University - School of Business 1994 — 1996
MBA, Finance & Investments
Stockton University 1990 — 1994
BS, Management Information Systems
Carla Dawkins Carla Dawkins's Bear Stearns Experience November 2000 - January 2003
Job Project Manager at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase October 2010 - Present
JPMorgan Chase & Co. January 2003 - October 2010
Bear Stearns November 2000 - January 2003
The Associates August 1998 - November 2000
Skills
Project Management, SDLC, Agile & Waterfall..., Clarity, Cross-functional Team..., Project Portfolio..., MS Project, Business Analysis, PMO, Management, Six Sigma, SharePoint, Analysis, Team Leadership, Software Documentation, Analytics, Leadership, Financial Services, PMP, Solution Architecture, Strategic Planning, Communication, Process Improvement, PowerPoint, Visio
Education
Texas A&M University 1993 — 1998
Business Administration, Marketing
JPMorgan Chase October 2010 - Present
JPMorgan Chase & Co. January 2003 - October 2010
Bear Stearns November 2000 - January 2003
The Associates August 1998 - November 2000
Skills
Project Management, SDLC, Agile & Waterfall..., Clarity, Cross-functional Team..., Project Portfolio..., MS Project, Business Analysis, PMO, Management, Six Sigma, SharePoint, Analysis, Team Leadership, Software Documentation, Analytics, Leadership, Financial Services, PMP, Solution Architecture, Strategic Planning, Communication, Process Improvement, PowerPoint, Visio
Education
Texas A&M University 1993 — 1998
Business Administration, Marketing
Frank Amato Frank Amato's Bear Stearns Experience May 2007 - March 2008
Job Private Investor
Industry Financial Services
Experience
JPMorgan Chase March 2008 - March 2015
Bear Stearns May 2007 - March 2008
JPMorgan Chase December 1996 - March 2007
Dean Witter Reynolds Inc. April 1995 - December 1996
Nonferrous Metals (USA) Inc (subsidiary of CNIEC Beijing) October 1993 - April 1995
Skills
Trading, Options, Derivatives, Commodity, Hedging, Base Metals, Precious Metals, Electronic Trading, Trading Systems, Proprietary Trading, Equity Derivatives, Low Latency Trading, Structured Products, PnL Management, Swaps, FX Options, Commodity Pricing, Fixed Income, Commodity Markets, Commodity Risk...
Education
Syracuse University 1989 — 1993
B.S., Information Studies
Padua Franciscan High School
JPMorgan Chase March 2008 - March 2015
Bear Stearns May 2007 - March 2008
JPMorgan Chase December 1996 - March 2007
Dean Witter Reynolds Inc. April 1995 - December 1996
Nonferrous Metals (USA) Inc (subsidiary of CNIEC Beijing) October 1993 - April 1995
Skills
Trading, Options, Derivatives, Commodity, Hedging, Base Metals, Precious Metals, Electronic Trading, Trading Systems, Proprietary Trading, Equity Derivatives, Low Latency Trading, Structured Products, PnL Management, Swaps, FX Options, Commodity Pricing, Fixed Income, Commodity Markets, Commodity Risk...
Education
Syracuse University 1989 — 1993
B.S., Information Studies
Padua Franciscan High School
Patricia D. Jean Patricia D. Jean's Bear Stearns Experience February 2003 - April 2004
Job Assistant Vice President at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company May 2009 - June 2015
Deustche Bank June 2006 - February 2009
Royal Bank of Scotland March 2006 - June 2006
Deutsche Bank February 2005 - January 2006
JP Morgan April 2004 - February 2005
Bear Stearns February 2003 - April 2004
Credit Suisse February 2002 - January 2003
Deutsche Bank April 2001 - December 2001
Deutsche Bank March 1999 - April 2001
Deutsche Bank January 1998 - March 1999
Skills
Fixed Income, Middle Office, CDS, Credit Derivatives, Derivatives, Equity Derivatives, Equities, Trading Strategies, Settlement, Swaps, Prime Brokerage, Risk Management, Capital Markets, Change Management, Dodd-Frank, Interest Rate Swaps, Rates
Education
Temple University 1989 — 1993
BBA, Economics
Harvard Management Company May 2009 - June 2015
Deustche Bank June 2006 - February 2009
Royal Bank of Scotland March 2006 - June 2006
Deutsche Bank February 2005 - January 2006
JP Morgan April 2004 - February 2005
Bear Stearns February 2003 - April 2004
Credit Suisse February 2002 - January 2003
Deutsche Bank April 2001 - December 2001
Deutsche Bank March 1999 - April 2001
Deutsche Bank January 1998 - March 1999
Skills
Fixed Income, Middle Office, CDS, Credit Derivatives, Derivatives, Equity Derivatives, Equities, Trading Strategies, Settlement, Swaps, Prime Brokerage, Risk Management, Capital Markets, Change Management, Dodd-Frank, Interest Rate Swaps, Rates
Education
Temple University 1989 — 1993
BBA, Economics
Jane A. Kelly Jane A. Kelly's Bear Stearns Experience 1998 - 2000
Job Certified Risk Manager
Industry Security and Investigations
Experience
Harvard Risk Management Corporation June 2015 - Present
Rain Bird 2014 - 2014
Manufacturing Company 2011 - 2013
CorePharma / Generic Pharma 2009 - 2011
Wyeth / Pfizer Global Pharmacuetical Co. November 2000 - August 2009
Bear Stearns 1998 - 2000
Skills
Talent Management, Employee Relations, Performance Management, Recruiting, Change Management, Personnel Management, Employee Benefits, Human Resources, Talent Acquisition, Organizational..., Deferred Compensation, HRIS, Training, Employee Training, Strategy, Applicant Tracking..., Leadership, Organizational..., Organizational Design, Process Improvement, Employment Law, Temporary Placement, Policy, Onboarding, Succession Planning, Employee Engagement, Management, Workforce Planning, Strategic Planning, Executive Management, Start-ups, HR Policies, Culture Change, Benefits Administration, Technical Recruiting, College Recruiting, New Hire Orientations, Interviews, Executive Search, Labor Relations, Executive Coaching, HR Consulting, Compensation & Benefit, Sourcing, Career Development, Compensation
Education
Suffolk University
BS, Pre-Law/Sociology
Harvard Risk Management Corporation June 2015 - Present
Rain Bird 2014 - 2014
Manufacturing Company 2011 - 2013
CorePharma / Generic Pharma 2009 - 2011
Wyeth / Pfizer Global Pharmacuetical Co. November 2000 - August 2009
Bear Stearns 1998 - 2000
Skills
Talent Management, Employee Relations, Performance Management, Recruiting, Change Management, Personnel Management, Employee Benefits, Human Resources, Talent Acquisition, Organizational..., Deferred Compensation, HRIS, Training, Employee Training, Strategy, Applicant Tracking..., Leadership, Organizational..., Organizational Design, Process Improvement, Employment Law, Temporary Placement, Policy, Onboarding, Succession Planning, Employee Engagement, Management, Workforce Planning, Strategic Planning, Executive Management, Start-ups, HR Policies, Culture Change, Benefits Administration, Technical Recruiting, College Recruiting, New Hire Orientations, Interviews, Executive Search, Labor Relations, Executive Coaching, HR Consulting, Compensation & Benefit, Sourcing, Career Development, Compensation
Education
Suffolk University
BS, Pre-Law/Sociology
Thushan Perera Thushan Perera's Bear Stearns Experience September 2007 - May 2008
Job West Power Trader at Citi
Industry Capital Markets
Experience
Citi March 2011 - Present
Citi January 2010 - March 2011
Citi May 2008 - January 2010
Bear Stearns September 2007 - May 2008
Bear Stearns February 2006 - September 2007
Skills
Proprietary Trading, Arbitrage, Risk Arbitrage, Swaps, Derivatives, Trading, Commodity, Hedging, Strategy, Natural Gas, Trading Systems, Commodity Markets, Energy Markets, Power Trading, Trading Strategies, Risk Management, Energy
Education
Texas A&M University - Mays Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Houston, C.T. Bauer College of Business 2001 — 2005
BBA, Finance, Marketing
Citi March 2011 - Present
Citi January 2010 - March 2011
Citi May 2008 - January 2010
Bear Stearns September 2007 - May 2008
Bear Stearns February 2006 - September 2007
Skills
Proprietary Trading, Arbitrage, Risk Arbitrage, Swaps, Derivatives, Trading, Commodity, Hedging, Strategy, Natural Gas, Trading Systems, Commodity Markets, Energy Markets, Power Trading, Trading Strategies, Risk Management, Energy
Education
Texas A&M University - Mays Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Houston, C.T. Bauer College of Business 2001 — 2005
BBA, Finance, Marketing
Bryn Basiardanes Bryn Basiardanes's Bear Stearns Experience January 1999 - September 2002
Job Regional Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management September 2002 - Present
Bear Stearns January 1999 - September 2002
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Asset Management, Equities, Fixed Income, Portfolio Management, Hedge Funds, Asset Allocation, Wealth Management
Education
Texas Tech University 1989 — 1993
Bachelor of Business, management
Texas Tech University 1989 — 1993
bachelor of arts, spanish
UBS Global Asset Management September 2002 - Present
Bear Stearns January 1999 - September 2002
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Asset Management, Equities, Fixed Income, Portfolio Management, Hedge Funds, Asset Allocation, Wealth Management
Education
Texas Tech University 1989 — 1993
Bachelor of Business, management
Texas Tech University 1989 — 1993
bachelor of arts, spanish
Aditya Datey Aditya Datey's Bear Stearns Experience October 2006 - September 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2008 - Present
Bear Stearns October 2006 - September 2008
Goldman Sachs July 2005 - October 2006
MEMLab - Syracuse University September 2002 - May 2005
Infimed 2003 - 2003
Skills
Technology Management, Business Intelligence, Business Analysis, Big data, Analytics, Program Management, Offshore Software..., Municipal Bonds, Derivatives, Structured Products, Syndicate, Credit
Education
Syracuse University 2002 — 2005
MS, Computer Engineering
University of Mumbai 1998 — 2002
BE, Electronics Engineering
Parle Tilak Vidyalaya 1986 — 1998
JP Morgan August 2008 - Present
Bear Stearns October 2006 - September 2008
Goldman Sachs July 2005 - October 2006
MEMLab - Syracuse University September 2002 - May 2005
Infimed 2003 - 2003
Skills
Technology Management, Business Intelligence, Business Analysis, Big data, Analytics, Program Management, Offshore Software..., Municipal Bonds, Derivatives, Structured Products, Syndicate, Credit
Education
Syracuse University 2002 — 2005
MS, Computer Engineering
University of Mumbai 1998 — 2002
BE, Electronics Engineering
Parle Tilak Vidyalaya 1986 — 1998
Michael Tobin Michael Tobin's Bear Stearns Experience June 1997 - May 2000
Job Managing Director at Tradeweb
Industry Financial Services
Experience
Tradeweb August 2014 - Present
Curex Group Holdings, LLC June 2014 - July 2014
Knight Capital Group May 2000 - October 2013
Bear Stearns June 1997 - May 2000
Salomon Brothers February 1994 - June 1997
Skills
Equities, Team Leadership, Fixed Income, Securities, Back Office, Trading Systems, Options, Front to Back Office, Business Analysis, Middle Office, Software Development, Series 7, Stock Trading, Project Management, IT Management, Trading, Capital Markets, Settlement, Electronic Trading, Equity Trading, Hedge Funds, Market Data
Education
Stevens Institute of Technology 1991 — 1994
Bachelor of Engineering (BE), Electrical Engineering
Tradeweb August 2014 - Present
Curex Group Holdings, LLC June 2014 - July 2014
Knight Capital Group May 2000 - October 2013
Bear Stearns June 1997 - May 2000
Salomon Brothers February 1994 - June 1997
Skills
Equities, Team Leadership, Fixed Income, Securities, Back Office, Trading Systems, Options, Front to Back Office, Business Analysis, Middle Office, Software Development, Series 7, Stock Trading, Project Management, IT Management, Trading, Capital Markets, Settlement, Electronic Trading, Equity Trading, Hedge Funds, Market Data
Education
Stevens Institute of Technology 1991 — 1994
Bachelor of Engineering (BE), Electrical Engineering
Robert Howdy Fort, CFP® ChFC® Robert Howdy Fort, CFP® ChFC®'s Bear Stearns Experience February 1994 - December 1994
Job Regional Director TS Capital, LLC
Industry Financial Services
Experience
TS Capital, LLC August 2014 - Present
Prudential Life Insurance December 2011 - July 2014
LewisFort & Associates January 2010 - December 2011
Morgan Stanley January 1999 - March 2008
KPMG Consulting November 1997 - January 1999
Bear Stearns February 1994 - December 1994
Skills
Estate Planning, Financial Planning, Succession Planning, Retirement, Investments, Wealth, Financial Advisory, Tax, Insurance, Cash Management, Wealth Transfer, Wealth Preservation, Annuities, Retirement Plan..., Client Relationship..., Executive Coaching, Presentation Coaching, Voice Over, Consultative Selling, Strategic Financial..., Retirement Planning, Fixed Annuities, Life Insurance, Asset Management, Financial Services, Employee Benefits, Finance, Wealth Management..., Wealth Management
Education
Tarleton State University 1988 — 1993
4 separate degrees, Finance, Accounting, Marketing and General Business
TS Capital, LLC August 2014 - Present
Prudential Life Insurance December 2011 - July 2014
LewisFort & Associates January 2010 - December 2011
Morgan Stanley January 1999 - March 2008
KPMG Consulting November 1997 - January 1999
Bear Stearns February 1994 - December 1994
Skills
Estate Planning, Financial Planning, Succession Planning, Retirement, Investments, Wealth, Financial Advisory, Tax, Insurance, Cash Management, Wealth Transfer, Wealth Preservation, Annuities, Retirement Plan..., Client Relationship..., Executive Coaching, Presentation Coaching, Voice Over, Consultative Selling, Strategic Financial..., Retirement Planning, Fixed Annuities, Life Insurance, Asset Management, Financial Services, Employee Benefits, Finance, Wealth Management..., Wealth Management
Education
Tarleton State University 1988 — 1993
4 separate degrees, Finance, Accounting, Marketing and General Business
John Marion's Bear Stearns Experience 1988 - 1990
Job Vice President at Howard Capital Management
Industry Banking
Experience
Howard Capital Management January 2010 - Present
UBS February 1999 - November 2009
JP Morgan March 1996 - March 1999
Bear Stearns 1988 - 1990
Skills
Options, Fixed Income, Equities, Hedge Funds, Alternative Investments, Trading, Financial Markets, Asset Managment, Portfolio Management, Investment Strategies, Securities, Investments, Asset Allocation, Equity Trading, Wealth Management, Bonds, Investment Advisory, Mutual Funds, Financial Structuring, Asset Management
Education
Texas A&M University 1981 — 1986
BS, Electrical Engineering
Howard Capital Management January 2010 - Present
UBS February 1999 - November 2009
JP Morgan March 1996 - March 1999
Bear Stearns 1988 - 1990
Skills
Options, Fixed Income, Equities, Hedge Funds, Alternative Investments, Trading, Financial Markets, Asset Managment, Portfolio Management, Investment Strategies, Securities, Investments, Asset Allocation, Equity Trading, Wealth Management, Bonds, Investment Advisory, Mutual Funds, Financial Structuring, Asset Management
Education
Texas A&M University 1981 — 1986
BS, Electrical Engineering
Chris Croom's Bear Stearns Experience June 2006 - July 2008
Job CEO at Aegis Energy Risk, LLC
Industry Oil & Energy
Experience
Aegis Energy Risk, LLC July 2013 - Present
Asset Risk Management LLC May 2008 - June 2013
Bear Stearns June 2006 - July 2008
National Bank of Canada July 2002 - June 2005
Enron January 1998 - April 2002
Skills
Management, Derivatives, Risk Management, Petroleum, Natural Gas, Financial Modeling, Renewable Energy, Commodity, Project Finance, Valuation, Pipelines, Finance, Financial Risk, Upstream, Mergers & Acquisitions, Hedging, Oil & Gas Industry, Business Development, Pricing, Energy, Private Equity, Energy Markets, Commodity Markets, Oil/Gas, Portfolio Management, Acquisitions, Contract Management, Energy Industry, Financial Analysis, Due Diligence, Contract Negotiation, Employee Benefits, Negotiation, Gas, Financial Structuring, Asset Management, Trading, Options
Education
Texas Tech University 1988 — 1994
BS, International Economics
Aegis Energy Risk, LLC July 2013 - Present
Asset Risk Management LLC May 2008 - June 2013
Bear Stearns June 2006 - July 2008
National Bank of Canada July 2002 - June 2005
Enron January 1998 - April 2002
Skills
Management, Derivatives, Risk Management, Petroleum, Natural Gas, Financial Modeling, Renewable Energy, Commodity, Project Finance, Valuation, Pipelines, Finance, Financial Risk, Upstream, Mergers & Acquisitions, Hedging, Oil & Gas Industry, Business Development, Pricing, Energy, Private Equity, Energy Markets, Commodity Markets, Oil/Gas, Portfolio Management, Acquisitions, Contract Management, Energy Industry, Financial Analysis, Due Diligence, Contract Negotiation, Employee Benefits, Negotiation, Gas, Financial Structuring, Asset Management, Trading, Options
Education
Texas Tech University 1988 — 1994
BS, International Economics
Karen Stoteraux Karen Stoteraux's Bear Stearns Experience 2002 - 2004
Job Owner/Founder at The Family Room
Industry Public Relations and Communications
Experience
The Family Room June 2014 - Present
CRT/tanaka February 2010 - June 2014
Fidelity Investments 2004 - 2006
Bear Stearns 2002 - 2004
Bellevue Communications Group January 2000 - January 2002
Philadelphia 2000 January 1997 - January 2000
Skills
Marketing Communications, Media Relations, Corporate Communications, Community Outreach, Public Relations, Marketing, Leadership, Press Releases, Sponsorship, Newsletters, Editorial
Education
Temple University 1994 — 1998
Bachelor of Arts, Journalism; Public Relations & Advertising
The Family Room June 2014 - Present
CRT/tanaka February 2010 - June 2014
Fidelity Investments 2004 - 2006
Bear Stearns 2002 - 2004
Bellevue Communications Group January 2000 - January 2002
Philadelphia 2000 January 1997 - January 2000
Skills
Marketing Communications, Media Relations, Corporate Communications, Community Outreach, Public Relations, Marketing, Leadership, Press Releases, Sponsorship, Newsletters, Editorial
Education
Temple University 1994 — 1998
Bachelor of Arts, Journalism; Public Relations & Advertising
Stuart Greenfield, CFA Stuart Greenfield, CFA's Bear Stearns Experience 2000 - 2001
Job Partner Greenfield Seitz Capital Mgmt
Industry Investment Management
Experience
Greenfield Seitz Capital February 2002 - Present
Smith Asset 2001 - 2002
Bear Stearns 2000 - 2001
DLJ 1998 - 2000
Luther King Capital Management 1996 - 1998
Education
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
CFA Charterholder - 2002
Highland Park
Greenfield Seitz Capital February 2002 - Present
Smith Asset 2001 - 2002
Bear Stearns 2000 - 2001
DLJ 1998 - 2000
Luther King Capital Management 1996 - 1998
Education
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
CFA Charterholder - 2002
Highland Park
David Ananikian David Ananikian's Bear Stearns Experience December 2007 - June 2008
Job JPMorgan Chase, Quantitative Research
Industry Investment Banking
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns December 2007 - June 2008
Wachovia Securities January 2007 - December 2007
Skills
Quantitative Finance, Commodities, Equity Derivatives, Structured Products, Fixed Income, Interest Rate..., Investment Banking, ABS, CMBS, MBS, Python NumPy/SciPy, Numerical Methods, Financial Risk, Credit Risk, Bloomberg, Structured Finance, Options, VBA, Commodity
Education
Stony Brook University 2001 — 2006
PhD, Theoretical Physics
St. Petersburg State University 1995 — 2000
M.S., Theoretical Physics
JPMorgan Chase June 2008 - Present
Bear Stearns December 2007 - June 2008
Wachovia Securities January 2007 - December 2007
Skills
Quantitative Finance, Commodities, Equity Derivatives, Structured Products, Fixed Income, Interest Rate..., Investment Banking, ABS, CMBS, MBS, Python NumPy/SciPy, Numerical Methods, Financial Risk, Credit Risk, Bloomberg, Structured Finance, Options, VBA, Commodity
Education
Stony Brook University 2001 — 2006
PhD, Theoretical Physics
St. Petersburg State University 1995 — 2000
M.S., Theoretical Physics
Melissa Meyers Melissa Meyers's Bear Stearns Experience September 1987 - May 1997
Job Lifestyle Expert, Blogger, Spokesperson at www.melissameyers.net
Industry Online Media
Experience
www.melissameyers.net April 2013 - Present
FabFitFun April 2014 - Present
PageDaily May 2010 - Present
WNBC January 2009 - January 2012
Ask Melissa LLC June 2002 - May 2010
Bear Stearns September 1987 - May 1997
Skills
Editorial, Magazines, Advertising, Content Strategy, Digital Strategy, Newsletters, Marketing, Social Networking, Copywriting, SEO, Editing, Video, Online Advertising, Television, WordPress, Public Relations, Journalism, Squarespace
Education
Syracuse University 1983 — 1987
BA, Marketing and Communications
Syosset High School
Syosset High School
Syracuse University
Bachelor of Arts (B.A.), Marketing and Communications
www.melissameyers.net April 2013 - Present
FabFitFun April 2014 - Present
PageDaily May 2010 - Present
WNBC January 2009 - January 2012
Ask Melissa LLC June 2002 - May 2010
Bear Stearns September 1987 - May 1997
Skills
Editorial, Magazines, Advertising, Content Strategy, Digital Strategy, Newsletters, Marketing, Social Networking, Copywriting, SEO, Editing, Video, Online Advertising, Television, WordPress, Public Relations, Journalism, Squarespace
Education
Syracuse University 1983 — 1987
BA, Marketing and Communications
Syosset High School
Syosset High School
Syracuse University
Bachelor of Arts (B.A.), Marketing and Communications
Shawn Nolan Shawn Nolan's Bear Stearns Experience February 1998 - June 2006
Job Vice President, Financial Advisor at JP Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Folio Dynamix July 2014 - February 2015
Citi June 2006 - March 2014
Bear Stearns Asset Management May 2000 - June 2006
Bear Stearns February 1998 - June 2006
Bear Stearns July 1998 - May 2000
Bear Stearns February 1998 - July 1998
Education
Stony Brook University 1993 — 1997
BA, Political Science / International Relations
US Army Reserves 1994 — 2002
Combat Medical Specialist / EMT, Emergency Medicine, Honors
J.P. Morgan July 2015 - Present
Folio Dynamix July 2014 - February 2015
Citi June 2006 - March 2014
Bear Stearns Asset Management May 2000 - June 2006
Bear Stearns February 1998 - June 2006
Bear Stearns July 1998 - May 2000
Bear Stearns February 1998 - July 1998
Education
Stony Brook University 1993 — 1997
BA, Political Science / International Relations
US Army Reserves 1994 — 2002
Combat Medical Specialist / EMT, Emergency Medicine, Honors
Victor Esterlit Victor Esterlit's Bear Stearns Experience 1998 - 2001
Job Director at Mezocliq
Industry Information Technology and Services
Experience
Mezocliq December 2014 - Present
DoubleVerify April 2014 - September 2014
24/7 Media Inc. (a WPP company; currently Xaxis Inc) October 2010 - August 2013
Barlan Beverages Group USA LLC March 2007 - October 2010
Jefferies and Co Inc July 2001 - February 2007
Bear Stearns 1998 - 2001
Analysts International Corporation (AIC) 1996 - 2001
Newsware Inc 1995 - 1996
Ovid Technologies 1993 - 1995
Information Builders 1990 - 1993
Skills
Unix, Servers, System Administration, Technical Support, Disaster Recovery, High Availability, Data Center, Management, Solaris, Shell Scripting, Apache, IT Management, VMware, Databases, Linux System..., Linux, System Architecture, SaaS, Software Documentation, Infrastructure, Integration, Storage Area Networks, Storage, Red Hat Linux, Agile Methodologies, Operations Management, Enterprise Architecture, Security, Big Data, Firewalls, VMware ESX, DNS, Oracle, Cisco Technologies, Unix Operating Systems, Technical Leadership, TCP/IP, Perl, Application Support, Application Support..., Technical Presentations, Virtualization, Cloud Computing, Scalability, Operating System..., Technical Support..., HP Server Hardware, System Monitoring, Software Deployment, Incident Management
Education
Technion - Israel Institute of Technology 1983 — 1988
B.Sc., Computer Engineering
Mezocliq December 2014 - Present
DoubleVerify April 2014 - September 2014
24/7 Media Inc. (a WPP company; currently Xaxis Inc) October 2010 - August 2013
Barlan Beverages Group USA LLC March 2007 - October 2010
Jefferies and Co Inc July 2001 - February 2007
Bear Stearns 1998 - 2001
Analysts International Corporation (AIC) 1996 - 2001
Newsware Inc 1995 - 1996
Ovid Technologies 1993 - 1995
Information Builders 1990 - 1993
Skills
Unix, Servers, System Administration, Technical Support, Disaster Recovery, High Availability, Data Center, Management, Solaris, Shell Scripting, Apache, IT Management, VMware, Databases, Linux System..., Linux, System Architecture, SaaS, Software Documentation, Infrastructure, Integration, Storage Area Networks, Storage, Red Hat Linux, Agile Methodologies, Operations Management, Enterprise Architecture, Security, Big Data, Firewalls, VMware ESX, DNS, Oracle, Cisco Technologies, Unix Operating Systems, Technical Leadership, TCP/IP, Perl, Application Support, Application Support..., Technical Presentations, Virtualization, Cloud Computing, Scalability, Operating System..., Technical Support..., HP Server Hardware, System Monitoring, Software Deployment, Incident Management
Education
Technion - Israel Institute of Technology 1983 — 1988
B.Sc., Computer Engineering
Mark Girolamo's Bear Stearns Experience January 1987 - February 1998
Job Individual Investor
Industry Investment Management
Experience
N/A June 2011 - Present
AIG Asset Management Group March 2010 - May 2011
AIG Asset Management Group June 2009 - March 2010
AIG Investments August 2006 - June 2009
Barclays Capital February 2002 - August 2006
Deutsche Bank Securities February 1998 - February 2002
Bear Stearns January 1987 - February 1998
Corning Incorporated June 1980 - January 1987
U.S. Army June 1975 - June 1980
Skills
Fixed Income, High Yield, Bonds, Asset Managment, Investment Banking, Investments, Portfolio Management, Capital Markets, Series 7, Derivatives, Trading, Financial Modeling, Credit Derivatives, Emerging Markets, Credit, Credit Analysis, Asset Management, Securitization, CDS, Financial Markets, Risk Management, Banking, Structured Products, Finance, Bloomberg, Equity Research, Investment Management, Securities, Financial Structuring, Structured Finance, Mutual Funds, Venture Capital, Investment Strategies, Financial Institutions
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
MBA, Management
United States Military Academy at West Point 1971 — 1975
BS, Engineering
N/A June 2011 - Present
AIG Asset Management Group March 2010 - May 2011
AIG Asset Management Group June 2009 - March 2010
AIG Investments August 2006 - June 2009
Barclays Capital February 2002 - August 2006
Deutsche Bank Securities February 1998 - February 2002
Bear Stearns January 1987 - February 1998
Corning Incorporated June 1980 - January 1987
U.S. Army June 1975 - June 1980
Skills
Fixed Income, High Yield, Bonds, Asset Managment, Investment Banking, Investments, Portfolio Management, Capital Markets, Series 7, Derivatives, Trading, Financial Modeling, Credit Derivatives, Emerging Markets, Credit, Credit Analysis, Asset Management, Securitization, CDS, Financial Markets, Risk Management, Banking, Structured Products, Finance, Bloomberg, Equity Research, Investment Management, Securities, Financial Structuring, Structured Finance, Mutual Funds, Venture Capital, Investment Strategies, Financial Institutions
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
MBA, Management
United States Military Academy at West Point 1971 — 1975
BS, Engineering
Elizabeth Garrett Linhart Elizabeth Garrett Linhart's Bear Stearns Experience June 2006 - May 2008
Job Vice President Account Management at MAC Executive Recruiters
Industry Staffing and Recruiting
Experience
MAC Executive Recruiters January 2012 - Present
Kaye Bassman International (KBIC) August 2008 - January 2012
Bear Stearns June 2006 - May 2008
Garrett Law Office August 2005 - September 2006
Roberts & Smaby PC August 2003 - August 2005
NextWave Wireless September 2001 - August 2003
Skills
Executive Search, Staffing Services, Recruiting, Project Management, New Business Development, Technical Recruiting, Energy Industry, Sourcing, Contract Negotiation, Energy, Contract Management, Applicant Tracking..., Strategic Sourcing, Petroleum, Talent Acquisition, Negotiation, Internet Recruiting, Vendor Management, Business Development, Account Management, Coaching, Operations Management, Change Management, Leadership, CRM, Strategic Planning, Management, Six Sigma, Manufacturing, Program Management, Supply Chain Management, Temporary Placement, Interviews, Human Resources, Start-ups, Team Building, Project Planning, Employee Relations, Hiring, Contract Recruitment, Talent Management, Strategy, Business Process..., Customer Service, Onboarding, Outsourcing, Process Improvement, Training, College Recruiting, Consulting
Education
University of Houston Law Center 1997 — 2000
J.D., Law
Texas A&M University 1992 — 1997
B.A., English
Memorial High School
MAC Executive Recruiters January 2012 - Present
Kaye Bassman International (KBIC) August 2008 - January 2012
Bear Stearns June 2006 - May 2008
Garrett Law Office August 2005 - September 2006
Roberts & Smaby PC August 2003 - August 2005
NextWave Wireless September 2001 - August 2003
Skills
Executive Search, Staffing Services, Recruiting, Project Management, New Business Development, Technical Recruiting, Energy Industry, Sourcing, Contract Negotiation, Energy, Contract Management, Applicant Tracking..., Strategic Sourcing, Petroleum, Talent Acquisition, Negotiation, Internet Recruiting, Vendor Management, Business Development, Account Management, Coaching, Operations Management, Change Management, Leadership, CRM, Strategic Planning, Management, Six Sigma, Manufacturing, Program Management, Supply Chain Management, Temporary Placement, Interviews, Human Resources, Start-ups, Team Building, Project Planning, Employee Relations, Hiring, Contract Recruitment, Talent Management, Strategy, Business Process..., Customer Service, Onboarding, Outsourcing, Process Improvement, Training, College Recruiting, Consulting
Education
University of Houston Law Center 1997 — 2000
J.D., Law
Texas A&M University 1992 — 1997
B.A., English
Memorial High School
Jessica Moseman Jessica Moseman's Bear Stearns Experience February 2005 - March 2006
Job Litigation Paralegal at AIG Advisor Group
Industry Financial Services
Experience
AIG 2008 - Present
Goldman Sachs January 2008 - July 2008
Pzena Investment Management April 2006 - November 2006
Bear Stearns February 2005 - March 2006
Cravath, Swaine & Moore LLP May 2003 - October 2004
Skills
PowerPoint, Notary Public, SharePoint, SAP, Outlook, Lexis-Nexis, Microsoft Excel, Westlaw, Corporate Law, Analysis, Litigation, Finance, Risk Management, Microsoft Office, Due Diligence, Lexis, Litigation Support, Policy, Trials, Legal Research, Arbitration, Appeals, Securities
Education
Syracuse University 1998 — 2002
Wyoming Seminary College Preparatory School 1994 — 1998
AIG 2008 - Present
Goldman Sachs January 2008 - July 2008
Pzena Investment Management April 2006 - November 2006
Bear Stearns February 2005 - March 2006
Cravath, Swaine & Moore LLP May 2003 - October 2004
Skills
PowerPoint, Notary Public, SharePoint, SAP, Outlook, Lexis-Nexis, Microsoft Excel, Westlaw, Corporate Law, Analysis, Litigation, Finance, Risk Management, Microsoft Office, Due Diligence, Lexis, Litigation Support, Policy, Trials, Legal Research, Arbitration, Appeals, Securities
Education
Syracuse University 1998 — 2002
Wyoming Seminary College Preparatory School 1994 — 1998
Westcott Rochette Westcott Rochette's Bear Stearns Experience 2005 - 2008
Job Equity Research Luxury, Apparel & Footwear at EvercoreISI
Industry Financial Services
Experience
EvercoreISI 2014 - Present
WIR Strategy 2014 - Present
S&P Capital IQ 2012 - 2014
Kacela Capital 2011 - 2012
First New York Securities 2008 - 2011
Bear Stearns 2005 - 2008
Banc of America Securities 2001 - 2005
Dresdner RCM 1994 - 1999
RCM 1994 - 1996
Education
UCLA Anderson School of Management 1999 — 2001
MBA
Swarthmore College 1989 — 1994
BA
Choate Rosemary Hall 1987 — 1989
EvercoreISI 2014 - Present
WIR Strategy 2014 - Present
S&P Capital IQ 2012 - 2014
Kacela Capital 2011 - 2012
First New York Securities 2008 - 2011
Bear Stearns 2005 - 2008
Banc of America Securities 2001 - 2005
Dresdner RCM 1994 - 1999
RCM 1994 - 1996
Education
UCLA Anderson School of Management 1999 — 2001
MBA
Swarthmore College 1989 — 1994
BA
Choate Rosemary Hall 1987 — 1989
Steven Newler Steven Newler's Bear Stearns Experience June 2005 - August 2005
Job Senior Portfolio Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2010 - Present
Neuberger Berman September 2008 - July 2010
Lehman Brothers April 2008 - September 2008
Lehman Brothers July 2007 - March 2008
Ameriprise Financial September 2006 - December 2006
New York Board of Trade June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Education
CFA Institute
2016 CFA Level III Candidate.
Syracuse University 2003 — 2007
Bachelor of Arts, Economics
Neuberger Berman July 2010 - Present
Neuberger Berman September 2008 - July 2010
Lehman Brothers April 2008 - September 2008
Lehman Brothers July 2007 - March 2008
Ameriprise Financial September 2006 - December 2006
New York Board of Trade June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Education
CFA Institute
2016 CFA Level III Candidate.
Syracuse University 2003 — 2007
Bachelor of Arts, Economics
Kristen Glymph Kristen Glymph's Bear Stearns Experience August 2006 - May 2008
Job Head of North America Power and Gas Middle Office at Mercuria Energy Trading
Industry Investment Banking
Experience
Mercuria Energy Trading S.A. October 2014 - May 2015
J.P. Morgan February 2012 - September 2014
J.P. Morgan June 2008 - January 2012
Bear Stearns August 2006 - May 2008
Calpine October 2000 - May 2006
Chubb September 1995 - September 2000
Texas A&M University June 1994 - August 1994
Skills
Trading, Commodity, Derivatives, Commodity Markets, Hedging, Gas, Natural Gas, Risk Management, Energy Industry, Energy, Finance, Financial Analysis, Financial Modeling, Options, Valuation, Equities, Market Risk
Education
University of St. Thomas (TX) 1996 — 1999
Master of Business Administration (M.B.A.), Finance Concentration
Texas A&M University 1991 — 1995
Bachelor of Science (B.S.), Mechanical Engineering
Mercuria Energy Trading S.A. October 2014 - May 2015
J.P. Morgan February 2012 - September 2014
J.P. Morgan June 2008 - January 2012
Bear Stearns August 2006 - May 2008
Calpine October 2000 - May 2006
Chubb September 1995 - September 2000
Texas A&M University June 1994 - August 1994
Skills
Trading, Commodity, Derivatives, Commodity Markets, Hedging, Gas, Natural Gas, Risk Management, Energy Industry, Energy, Finance, Financial Analysis, Financial Modeling, Options, Valuation, Equities, Market Risk
Education
University of St. Thomas (TX) 1996 — 1999
Master of Business Administration (M.B.A.), Finance Concentration
Texas A&M University 1991 — 1995
Bachelor of Science (B.S.), Mechanical Engineering
Sara Wyman Sara Wyman's Bear Stearns Experience July 2006 - June 2007
Job Merchant Strategy at Affirm, Inc.
Industry Internet
Experience
Affirm, Inc. June 2015 - Present
Reformation November 2013 - April 2015
Etsy June 2012 - November 2013
Bank of America Merrill Lynch June 2011 - August 2011
Cape Venture Partners April 2010 - May 2010
UBS Investment Bank June 2007 - April 2010
Bear Stearns July 2006 - June 2007
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Entrepreneurial Management
Syracuse University - Martin J. Whitman School of Management
BS, Finance, Economics
Affirm, Inc. June 2015 - Present
Reformation November 2013 - April 2015
Etsy June 2012 - November 2013
Bank of America Merrill Lynch June 2011 - August 2011
Cape Venture Partners April 2010 - May 2010
UBS Investment Bank June 2007 - April 2010
Bear Stearns July 2006 - June 2007
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Entrepreneurial Management
Syracuse University - Martin J. Whitman School of Management
BS, Finance, Economics
John Oleon John Oleon's Bear Stearns Experience May 1986 - September 1988
Job VP Head of International Operations Fidelity
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Steve Bobrov Steve Bobrov's Bear Stearns Experience August 2006 - December 2007
Job Sr. QA Consultant
Industry Information Technology and Services
Experience
Interactive Data November 2009 - Present
BusinessWeek December 2007 - November 2009
Bear Stearns August 2006 - December 2007
Citigroup September 1999 - August 2006
Skills
Software Quality..., Test Automation, QTP, Load Testing, Selenium, LoadRunner, Quality Center, Test Management, User Acceptance Testing, Agile, SDLC, Scrum, Performance Testing, System Testing, VBScript, Waterfall, WinRunner, Test Planning, Test Director, Test Strategy, Quality Assurance, Testing, Automation, Requirements Analysis, SQL, Ruby, Test Cases, TDD, Unix, XML, Software Quality, Manual Testing, Agile Testing, Server Architecture, Regression, Regression Testing, Integration, JIRA, Java, Agile Methodologies, Internet Entrepreneur, Mobile Applications, Mobile Marketing, iOS development, Weblogic, Entrepreneurship, Agile Project Management, HP Quality Center, HP QTP
Education
Scrum Alliance 2008 — 2008
Certified ScrumMaster, Scrum, Agile Development
Stony Brook University 1993 — 1997
BA, Computer Science, Psychology
Interactive Data November 2009 - Present
BusinessWeek December 2007 - November 2009
Bear Stearns August 2006 - December 2007
Citigroup September 1999 - August 2006
Skills
Software Quality..., Test Automation, QTP, Load Testing, Selenium, LoadRunner, Quality Center, Test Management, User Acceptance Testing, Agile, SDLC, Scrum, Performance Testing, System Testing, VBScript, Waterfall, WinRunner, Test Planning, Test Director, Test Strategy, Quality Assurance, Testing, Automation, Requirements Analysis, SQL, Ruby, Test Cases, TDD, Unix, XML, Software Quality, Manual Testing, Agile Testing, Server Architecture, Regression, Regression Testing, Integration, JIRA, Java, Agile Methodologies, Internet Entrepreneur, Mobile Applications, Mobile Marketing, iOS development, Weblogic, Entrepreneurship, Agile Project Management, HP Quality Center, HP QTP
Education
Scrum Alliance 2008 — 2008
Certified ScrumMaster, Scrum, Agile Development
Stony Brook University 1993 — 1997
BA, Computer Science, Psychology
John R. Grabowski's Bear Stearns Experience 1994 - 1995
Job Chief Financial Officer at Catalyst Outdoor Advertising, LLC
Industry Marketing and Advertising
Experience
Catalyst Outdoor Advertising, LLC August 2013 - Present
Delaware Valley College September 2012 - Present
Bion Environmental Technologies March 2010 - July 2013
New Hope Partners, LLC January 2002 - January 2010
FBO, Inc. 1996 - 2001
ABRY Partners 1995 - 1996
Bear Stearns 1994 - 1995
Skills
Finance, Strategic Financial..., Financial Modeling, Financial Analysis, Managerial Finance, Corporate Finance, Mergers & Acquisitions, Private Equity, Venture Capital, Project Finance, Capital Structure, Business Development, Project Management, Strategic Partnerships, Business Planning, Negotiation, Financial Engineering, Business Strategy, MBA, Cfo, Energy, Renewable Energy, Agriculture, Agribusiness, Sustainability, Biomass, Start-ups, Water, Food Processing, Supply Chain, Market Analysis, Business Analysis, Fundraising, Commercialization, Cross-functional Team..., Biofuels, Alternative Energy, Strategy, Cleantech, Sustainable Energy, Valuation, Program Management, Joint Ventures, Investment Banking, Analysis, Digital Billboards, Billboards, Budgets, Strategic Planning, Leadership
Education
Texas A&M University
Masters of Business Administration (MBA), Business Administration and Management, General
University of Delaware
Business, Finance, Economics
Catalyst Outdoor Advertising, LLC August 2013 - Present
Delaware Valley College September 2012 - Present
Bion Environmental Technologies March 2010 - July 2013
New Hope Partners, LLC January 2002 - January 2010
FBO, Inc. 1996 - 2001
ABRY Partners 1995 - 1996
Bear Stearns 1994 - 1995
Skills
Finance, Strategic Financial..., Financial Modeling, Financial Analysis, Managerial Finance, Corporate Finance, Mergers & Acquisitions, Private Equity, Venture Capital, Project Finance, Capital Structure, Business Development, Project Management, Strategic Partnerships, Business Planning, Negotiation, Financial Engineering, Business Strategy, MBA, Cfo, Energy, Renewable Energy, Agriculture, Agribusiness, Sustainability, Biomass, Start-ups, Water, Food Processing, Supply Chain, Market Analysis, Business Analysis, Fundraising, Commercialization, Cross-functional Team..., Biofuels, Alternative Energy, Strategy, Cleantech, Sustainable Energy, Valuation, Program Management, Joint Ventures, Investment Banking, Analysis, Digital Billboards, Billboards, Budgets, Strategic Planning, Leadership
Education
Texas A&M University
Masters of Business Administration (MBA), Business Administration and Management, General
University of Delaware
Business, Finance, Economics
Stefanie Wilson's Bear Stearns Experience May 2000 - August 2000
Job Marketing Coordinator at Dean Technology Inc
Industry Graphic Design
Experience
Dean Technology Inc February 2015 - Present
SW Designs April 2012 - Present
UltraVolt, Inc. April 2010 - April 2012
UltraVolt, Inc. September 2006 - April 2010
Vassar College September 2001 - December 2003
Bear Stearns May 2000 - August 2000
Skills
Email Marketing, Trade Shows, Advertising, Customer Service, Marketing, Graphics, Sales Management, Catalogs, Social Media Marketing, Marketing Strategy, Product Development, Market Planning, Corporate Branding, Brand Development, Brochures, Direct Mail, Branding & Identity, Creative Direction, Layout
Education
Stony Brook University 2004 — 2006
Bachelor of Arts (BA), Art History, Criticism and Conservation
Vassar College 2001 — 2003
Art/Art Studies, General
Dean Technology Inc February 2015 - Present
SW Designs April 2012 - Present
UltraVolt, Inc. April 2010 - April 2012
UltraVolt, Inc. September 2006 - April 2010
Vassar College September 2001 - December 2003
Bear Stearns May 2000 - August 2000
Skills
Email Marketing, Trade Shows, Advertising, Customer Service, Marketing, Graphics, Sales Management, Catalogs, Social Media Marketing, Marketing Strategy, Product Development, Market Planning, Corporate Branding, Brand Development, Brochures, Direct Mail, Branding & Identity, Creative Direction, Layout
Education
Stony Brook University 2004 — 2006
Bachelor of Arts (BA), Art History, Criticism and Conservation
Vassar College 2001 — 2003
Art/Art Studies, General
Stuart Greenfield Stuart Greenfield's Bear Stearns Experience 2000 - 2001
Job Portfolio Manager Prinicpal at Greenfield Seitz Capital Management
Industry Investment Management
Experience
Greenfield Seitz Capital Management 2002 - Present
Smith Group Asset Management 2001 - 2002
Bear Stearns 2000 - 2001
DLJ 1998 - 2000
Luther King Capital Management 1996 - 1998
Education
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
Finance
Greenfield Seitz Capital Management 2002 - Present
Smith Group Asset Management 2001 - 2002
Bear Stearns 2000 - 2001
DLJ 1998 - 2000
Luther King Capital Management 1996 - 1998
Education
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
Finance
Alex Roushani Alex Roushani's Bear Stearns Experience June 2004 - December 2006
Job alex_roushani@yahoo.com
Industry Financial Services
Experience
Houston ISD August 2008 - June 2013
Accretive Solutions - Bank of New York Project December 2006 - August 2008
Bear Stearns June 2004 - December 2006
Skills
Financial Reporting, Asset Management, Financial Analysis, Securities, Corporate Finance, Investment Banking, Business Analysis, Financial Markets, Financial Risk, Hedge Funds, Accounting, Microsoft Excel, Financial Modeling, Portfolio Management, Investments, Microsoft Word, Asset Allocation, Former Nationally..., Coach for Professional..., Analysis, Risk Management, Leadership, Financial Planning, Finance, Budgets, Management, Managerial Finance, Process Improvement, Forecasting, Account Reconciliation, Business Strategy, Microsoft Office, Credit
Education
Texas Tech University 2000 — 2003
Bachelors of Business Administration, Finance, Banking, Corporate, Finance, and Securities Law
Houston ISD August 2008 - June 2013
Accretive Solutions - Bank of New York Project December 2006 - August 2008
Bear Stearns June 2004 - December 2006
Skills
Financial Reporting, Asset Management, Financial Analysis, Securities, Corporate Finance, Investment Banking, Business Analysis, Financial Markets, Financial Risk, Hedge Funds, Accounting, Microsoft Excel, Financial Modeling, Portfolio Management, Investments, Microsoft Word, Asset Allocation, Former Nationally..., Coach for Professional..., Analysis, Risk Management, Leadership, Financial Planning, Finance, Budgets, Management, Managerial Finance, Process Improvement, Forecasting, Account Reconciliation, Business Strategy, Microsoft Office, Credit
Education
Texas Tech University 2000 — 2003
Bachelors of Business Administration, Finance, Banking, Corporate, Finance, and Securities Law
Danielle Baillargeon Danielle Baillargeon's Bear Stearns Experience January 2007 - June 2008
Job Power Marketing
Industry Oil & Energy
Experience
Twin Eagle Resource Management May 2012 - April 2014
BNP Paribas February 2011 - May 2012
JPMorgan Chase June 2008 - August 2010
Bear Stearns January 2007 - June 2008
Skills
Commodity Markets, Hedging, Commodity, Derivatives, Natural Gas, Investment Banking, Energy Markets, Power Trading, Financial Structuring, Trading, Energy, Electricity Markets
Education
Texas A&M University 2002 — 2006
Bachelor of Business Administration, Finance
Twin Eagle Resource Management May 2012 - April 2014
BNP Paribas February 2011 - May 2012
JPMorgan Chase June 2008 - August 2010
Bear Stearns January 2007 - June 2008
Skills
Commodity Markets, Hedging, Commodity, Derivatives, Natural Gas, Investment Banking, Energy Markets, Power Trading, Financial Structuring, Trading, Energy, Electricity Markets
Education
Texas A&M University 2002 — 2006
Bachelor of Business Administration, Finance
David Swearingen David Swearingen's Bear Stearns Experience December 2003 - December 2007
Job
Industry Financial Services
Experience
Energy Advisory Partners, A Division of Furtherlane Asset Management, LLC December 2012 - February 2014
Girard Securities December 2007 - August 2012
United Capital Financial Partners, Inc December 2007 - June 2012
Bear Stearns December 2003 - December 2007
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Investments, Asset Managment, Investment Advisory, Portfolio Management, Strategic Financial..., Investment Strategies, Financial Advisory, Alternative Investments, Finance, Wealth Management, Series 7, Asset Allocation, Securities, Retirement Planning, Financial Analysis, Series 63, Retirement, Private Equity, Estate Planning, Investment Management, Risk Management, Wealth, Equities, Financial Services, Insurance, Hedge Funds, Investment Banking, Fixed Annuities, Fixed Income, Derivatives, High Net Worth..., Separately Managed..., Wealth Management..., Series 65, Energy, Asset Management, Mergers & Acquisitions, Due Diligence, FINRA, Trading, Mutual Funds, ETFs, Valuation, Capital Markets, IRAs, Financial Modeling, Venture Capital, Options, 401k, Relationship Management
Education
Texas Tech University 1985 — 1990
Energy Advisory Partners, A Division of Furtherlane Asset Management, LLC December 2012 - February 2014
Girard Securities December 2007 - August 2012
United Capital Financial Partners, Inc December 2007 - June 2012
Bear Stearns December 2003 - December 2007
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Investments, Asset Managment, Investment Advisory, Portfolio Management, Strategic Financial..., Investment Strategies, Financial Advisory, Alternative Investments, Finance, Wealth Management, Series 7, Asset Allocation, Securities, Retirement Planning, Financial Analysis, Series 63, Retirement, Private Equity, Estate Planning, Investment Management, Risk Management, Wealth, Equities, Financial Services, Insurance, Hedge Funds, Investment Banking, Fixed Annuities, Fixed Income, Derivatives, High Net Worth..., Separately Managed..., Wealth Management..., Series 65, Energy, Asset Management, Mergers & Acquisitions, Due Diligence, FINRA, Trading, Mutual Funds, ETFs, Valuation, Capital Markets, IRAs, Financial Modeling, Venture Capital, Options, 401k, Relationship Management
Education
Texas Tech University 1985 — 1990
andrew schupak andrew schupak's Bear Stearns Experience 1990 - 1993
Job Managing Member at SGI Cambium, LLC
Industry Investment Management
Experience
SGI Cambium, LLC 2010 - Present
Schupak Group, Inc. 2003 - November 2010
Dresdner Kleinwort Wasserstein (f/k/a/ Wasserstain Perella) 1993 - 2003
Bear Stearns 1990 - 1993
Skills
Turn Around Management, Equities, Investment Banking, Private Equity, Corporate Development, Investments, Mergers & Acquisitions, Mergers, Finance, Risk Management, Venture Capital, Capital Markets, Restructuring, Business Strategy, Start-ups, Strategy, Management, Portfolio Management, Valuation, Banking, Leveraged Finance, Capital, Corporate Finance
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
Bachelor of Science (BSc), Finance, General
poly prep 1978 — 1985
SGI Cambium, LLC 2010 - Present
Schupak Group, Inc. 2003 - November 2010
Dresdner Kleinwort Wasserstein (f/k/a/ Wasserstain Perella) 1993 - 2003
Bear Stearns 1990 - 1993
Skills
Turn Around Management, Equities, Investment Banking, Private Equity, Corporate Development, Investments, Mergers & Acquisitions, Mergers, Finance, Risk Management, Venture Capital, Capital Markets, Restructuring, Business Strategy, Start-ups, Strategy, Management, Portfolio Management, Valuation, Banking, Leveraged Finance, Capital, Corporate Finance
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
Bachelor of Science (BSc), Finance, General
poly prep 1978 — 1985
Jelani Brooks Jelani Brooks's Bear Stearns Experience June 2005 - August 2007
Job Assistant Store Manager UNIQLO, USA
Industry Marketing and Advertising
Experience
UNIQLO May 2011 - Present
UNIQLO May 2011 - February 2012
Stony Brook University Campus Residences September 2008 - May 2010
JPMorgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns June 2005 - August 2007
Education
Stony Brook University 2006 — 2010
B.A., Business Management/Marketing
UNIQLO May 2011 - Present
UNIQLO May 2011 - February 2012
Stony Brook University Campus Residences September 2008 - May 2010
JPMorgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns June 2005 - August 2007
Education
Stony Brook University 2006 — 2010
B.A., Business Management/Marketing
Jose Villavicencio Jose Villavicencio's Bear Stearns Experience May 2003 - July 2006
Job Strategic IT Sourcing | Vendor & Business Management | Business Analysis & Financials | Open to New Opprotunities
Industry Financial Services
Experience
IntercontinentalExchange, Inc NYSE Euronext November 2009 - December 2014
NYFIX July 2006 - November 2009
Bear Stearns May 2003 - July 2006
Bear Stearns & Company January 2000 - July 2006
Bear Stearns & Company January 2000 - July 2006
Bear Stearns & Company June 1998 - January 2000
Skills
Market Data, Electronic Trading, Trading Systems, FX Options, Options, IT Strategy, Equities, SDLC, Financial Markets, Fixed Income, Derivatives, Securities, Mainframe Architecture, Unix, Disaster Recovery, Series 7, Trading, Solaris, Equity Derivatives, Perl, Investment Banking, Sybase, Hedge Funds, Infrastructure, Enterprise Architecture, Capital Markets, Financial Services, Process Improvement, IT Procurement, Procurement Contracts, Business Analysis, Business Process, Project Management, Budget Management, Operating Budgets, Budget Forecasts, Business Development, Financial Modeling, Financial Analysis, Financial Reporting, Capital Budgeting, Business Relationship..., Contract Negotiation, Third Party Vendor..., IT Sourcing, IT Service Delivery, ITIL v3 Foundations..., Change Management, Change Control Board, IT Operations
Education
Swarthmore College 1995 — 1998
BS, Biology
Groton School 1991 — 1995
IntercontinentalExchange, Inc NYSE Euronext November 2009 - December 2014
NYFIX July 2006 - November 2009
Bear Stearns May 2003 - July 2006
Bear Stearns & Company January 2000 - July 2006
Bear Stearns & Company January 2000 - July 2006
Bear Stearns & Company June 1998 - January 2000
Skills
Market Data, Electronic Trading, Trading Systems, FX Options, Options, IT Strategy, Equities, SDLC, Financial Markets, Fixed Income, Derivatives, Securities, Mainframe Architecture, Unix, Disaster Recovery, Series 7, Trading, Solaris, Equity Derivatives, Perl, Investment Banking, Sybase, Hedge Funds, Infrastructure, Enterprise Architecture, Capital Markets, Financial Services, Process Improvement, IT Procurement, Procurement Contracts, Business Analysis, Business Process, Project Management, Budget Management, Operating Budgets, Budget Forecasts, Business Development, Financial Modeling, Financial Analysis, Financial Reporting, Capital Budgeting, Business Relationship..., Contract Negotiation, Third Party Vendor..., IT Sourcing, IT Service Delivery, ITIL v3 Foundations..., Change Management, Change Control Board, IT Operations
Education
Swarthmore College 1995 — 1998
BS, Biology
Groton School 1991 — 1995
Val Schuman Val Schuman's Bear Stearns Experience May 2007 - August 2007
Job Software Architect at LBi Software
Industry Computer Software
Experience
LBi Software August 2009 - Present
Self Employed May 2012 - August 2014
Bear Stearns May 2007 - August 2007
Stony Brook University 2006 - 2007
Web Host Plus March 2006 - August 2006
City of New York October 1999 - August 2004
Skills
Java, JavaScript, AngularJS, jQuery, Spring, JSP, SQL, MyBatis, CSS, HTML, Maven, JUnit, Eclipse, Tomcat, Subversion, SQL Server, MySQL, PL/SQL, DB2, Websphere, PHP, C#, Python, C++, C, NetBeans, SQL2JAVA, GWT, Linux, JIRA, Photoshop, SASS, Ant, Bower, Struts2, Oracle Database, BIRT, XML, Perl, Visual Basic, Microsoft SQL Server
Education
State University of New York at Stony Brook 2004 — 2009
BS, Computer Science
LBi Software August 2009 - Present
Self Employed May 2012 - August 2014
Bear Stearns May 2007 - August 2007
Stony Brook University 2006 - 2007
Web Host Plus March 2006 - August 2006
City of New York October 1999 - August 2004
Skills
Java, JavaScript, AngularJS, jQuery, Spring, JSP, SQL, MyBatis, CSS, HTML, Maven, JUnit, Eclipse, Tomcat, Subversion, SQL Server, MySQL, PL/SQL, DB2, Websphere, PHP, C#, Python, C++, C, NetBeans, SQL2JAVA, GWT, Linux, JIRA, Photoshop, SASS, Ant, Bower, Struts2, Oracle Database, BIRT, XML, Perl, Visual Basic, Microsoft SQL Server
Education
State University of New York at Stony Brook 2004 — 2009
BS, Computer Science
Esosa Ighodaro Esosa Ighodaro's Bear Stearns Experience June 2004 - August 2004
Job Cofounder of COSIGN
Industry Financial Services
Experience
CoSign Inc September 2013 - Present
Bedford Stuyvesant YMCA 2011 - Present
CITIGROUP April 2011 - August 2014
Citigroup: Global Consumer Group- Retail Bank July 2008 - March 2011
JPMorgan Chase June 2005 - August 2005
Bear Stearns June 2004 - August 2004
Skills
Marketing Strategy, Excel, Customer Service, Microsoft Office, Process Improvement, Social Entrepreneurship, Microsoft Excel, Program Management, Business Development, Project Management, Business Strategy, Cross-functional Team..., CRM, Management, Team Building, Event Planning, Finance, Sales, Business Process..., Recruiting, New Business Development
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration, Finance
Study Abroad: Temple University Rome
CoSign Inc September 2013 - Present
Bedford Stuyvesant YMCA 2011 - Present
CITIGROUP April 2011 - August 2014
Citigroup: Global Consumer Group- Retail Bank July 2008 - March 2011
JPMorgan Chase June 2005 - August 2005
Bear Stearns June 2004 - August 2004
Skills
Marketing Strategy, Excel, Customer Service, Microsoft Office, Process Improvement, Social Entrepreneurship, Microsoft Excel, Program Management, Business Development, Project Management, Business Strategy, Cross-functional Team..., CRM, Management, Team Building, Event Planning, Finance, Sales, Business Process..., Recruiting, New Business Development
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration, Finance
Study Abroad: Temple University Rome
Vincent McNeece's Bear Stearns Experience January 2002 - May 2004
Job Tax Operations.
Industry Financial Services
Experience
Deutsche Bank October 2015 - Present
Broadridge Financial Solutions, Inc September 2013 - June 2015
Morgan Stanley & Co. March 2004 - August 2013
Bear Stearns January 2002 - May 2004
Prudential Securities November 1997 - March 2002
Skills
Corporate Actions, Portfolio Management, Securities, Hedge Funds, Equities, Tax Reporting, Capital Markets, Alternative Investments, Prime Brokerage, Strategy, Securities Lending, Investments, Middle Office, Analysis, Investment Banking, Risk Management, Management, Financial Services, Mutual Funds, Financial Analysis, Banking
Education
State University of New York at Stony Brook 1978 — 1981
BA, Economics
Deutsche Bank October 2015 - Present
Broadridge Financial Solutions, Inc September 2013 - June 2015
Morgan Stanley & Co. March 2004 - August 2013
Bear Stearns January 2002 - May 2004
Prudential Securities November 1997 - March 2002
Skills
Corporate Actions, Portfolio Management, Securities, Hedge Funds, Equities, Tax Reporting, Capital Markets, Alternative Investments, Prime Brokerage, Strategy, Securities Lending, Investments, Middle Office, Analysis, Investment Banking, Risk Management, Management, Financial Services, Mutual Funds, Financial Analysis, Banking
Education
State University of New York at Stony Brook 1978 — 1981
BA, Economics
David LaLonde's Bear Stearns Experience July 2003 - July 2005
Job Partner & Director at Petro Capital
Industry Oil & Energy
Experience
Petro Capital August 2010 - Present
Lynx Pressure Solutions January 2012 - March 2014
ESI February 2009 - August 2009
The Sterling Group July 2005 - July 2008
Bear Stearns July 2003 - July 2005
Skills
Investment Banking, Private Equity, Corporate Development, Valuation, Capital Markets, Corporate Finance, LBO, Financial Analysis, Financial Modeling, Due Diligence, Mergers & Acquisitions, Project Finance, Venture Capital, Equity Research, Alternative Investments, Financial Structuring, Portfolio Management, Emerging Markets, Investments, Hedge Funds, Divestitures, M&A experience, Equities, Energy, Business Valuation, Acquisitions, Structured Finance, Bloomberg, Restructuring, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Strategic Management
Texas A&M University 1998 — 2003
BBA, MS, Accounting, Finance
Texas A&M University - Mays Business School 1998 — 2003
MS, Finance
Petro Capital August 2010 - Present
Lynx Pressure Solutions January 2012 - March 2014
ESI February 2009 - August 2009
The Sterling Group July 2005 - July 2008
Bear Stearns July 2003 - July 2005
Skills
Investment Banking, Private Equity, Corporate Development, Valuation, Capital Markets, Corporate Finance, LBO, Financial Analysis, Financial Modeling, Due Diligence, Mergers & Acquisitions, Project Finance, Venture Capital, Equity Research, Alternative Investments, Financial Structuring, Portfolio Management, Emerging Markets, Investments, Hedge Funds, Divestitures, M&A experience, Equities, Energy, Business Valuation, Acquisitions, Structured Finance, Bloomberg, Restructuring, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Strategic Management
Texas A&M University 1998 — 2003
BBA, MS, Accounting, Finance
Texas A&M University - Mays Business School 1998 — 2003
MS, Finance
Ralph Della Rocca's Bear Stearns Experience November 1987 - November 1989
Job Director of Operations at Kingsland Capital Management
Industry Banking
Experience
Kingsland Capital Management May 2014 - Present
Onex Credit Partners June 2012 - April 2014
Markit December 2010 - June 2012
Callidus Capital Management August 2005 - May 2010
Katonah Capital May 2000 - June 2005
BHF-BANK November 1989 - May 2000
Bear Stearns November 1987 - November 1989
Skills
Asset Management, Loans, Portfolio Management, Structured Products, High Yield, Investor Relations, TRS, Fixed Income, Derivatives, Investment Banking, Trading, Hedge Funds, Alternative Investments, Operations Management, Asset Managment, Finance, Valuation, Credit, Leveraged Finance, Mutual Funds, Relationship Management, Banking
Education
Syracuse University
Bachelor of Science
Kingsland Capital Management May 2014 - Present
Onex Credit Partners June 2012 - April 2014
Markit December 2010 - June 2012
Callidus Capital Management August 2005 - May 2010
Katonah Capital May 2000 - June 2005
BHF-BANK November 1989 - May 2000
Bear Stearns November 1987 - November 1989
Skills
Asset Management, Loans, Portfolio Management, Structured Products, High Yield, Investor Relations, TRS, Fixed Income, Derivatives, Investment Banking, Trading, Hedge Funds, Alternative Investments, Operations Management, Asset Managment, Finance, Valuation, Credit, Leveraged Finance, Mutual Funds, Relationship Management, Banking
Education
Syracuse University
Bachelor of Science
Carmine D'Amato Carmine D'Amato's Bear Stearns Experience July 2007 - July 2008
Job Vice President, Implementation Manager at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan August 2013 - Present
J.P. Morgan December 2012 - August 2013
J.P. Morgan September 2011 - December 2012
J.P. Morgan July 2008 - September 2011
Bear Stearns July 2007 - July 2008
Skills
Market Research, Investment Banking, Microsoft Excel, Financial Modeling, Valuation, Equities, Bloomberg, Fixed Income, Derivatives, SharePoint, Equity Research, Capital Markets, PowerPoint, Hedge Funds, Corporate Finance, Private Equity, Salesforce.com, Financial Analysis, Microsoft Office, Outlook
Education
State University of New York at Stony Brook 2003 — 2007
Bachelors, Economics
SFP!!
J.P. Morgan August 2013 - Present
J.P. Morgan December 2012 - August 2013
J.P. Morgan September 2011 - December 2012
J.P. Morgan July 2008 - September 2011
Bear Stearns July 2007 - July 2008
Skills
Market Research, Investment Banking, Microsoft Excel, Financial Modeling, Valuation, Equities, Bloomberg, Fixed Income, Derivatives, SharePoint, Equity Research, Capital Markets, PowerPoint, Hedge Funds, Corporate Finance, Private Equity, Salesforce.com, Financial Analysis, Microsoft Office, Outlook
Education
State University of New York at Stony Brook 2003 — 2007
Bachelors, Economics
SFP!!
Stratos Efstratiou Stratos Efstratiou's Bear Stearns Experience June 2007 - March 2008
Job Member Services at Liquidnet
Industry Information Technology and Services
Experience
Liquidnet September 2008 - Present
JPMorgan March 2008 - September 2008
Bear Stearns June 2007 - March 2008
NASDAQ September 2003 - June 2007
NYFIX / Javelin Technologies 2000 - 2003
Market Data Corporation / Cantor Fitzgerald 1990 - 2000
Skills
Integration, Product Management, Financial Markets, Equities, Market Data, Trading, Management, Electronic Trading, Team Building, Trading Systems, Project Management, Leadership, Information Systems, Derivatives, CRM, Exchange Connectivity, Options, Equity Trading, FIX, Risk Management
Education
Stony Brook University 1983 — 1989
BE, Electrical Engineering
Liquidnet September 2008 - Present
JPMorgan March 2008 - September 2008
Bear Stearns June 2007 - March 2008
NASDAQ September 2003 - June 2007
NYFIX / Javelin Technologies 2000 - 2003
Market Data Corporation / Cantor Fitzgerald 1990 - 2000
Skills
Integration, Product Management, Financial Markets, Equities, Market Data, Trading, Management, Electronic Trading, Team Building, Trading Systems, Project Management, Leadership, Information Systems, Derivatives, CRM, Exchange Connectivity, Options, Equity Trading, FIX, Risk Management
Education
Stony Brook University 1983 — 1989
BE, Electrical Engineering
James Theiner's Bear Stearns Experience 1985 - 1987
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America October 2012 - Present
Cupecoy Consulting January 2012 - October 2012
Merrill Lynch August 2009 - January 2012
Bank of America November 2003 - August 2009
Symphoni Interactive December 1998 - November 2003
Daiwa Securities America Inc. 1987 - 1998
Bear Stearns 1985 - 1987
Skills
Capital Markets, Program Management, Risk, Team Leadership, Business Process Design, Six Sigma, Data Warehousing, Systems Conversions, Risk Management, Business Analysis, Compliance, Fixed Income, SDLC, Business Intelligence, Change Management, PMO, Strategic Planning, IT Strategy, Business Management, Business Process..., Software Project..., Wealth Management, Integration, Financial Management, Customer Relations, Derivatives, Vendor Management, Financial Risk, Management, Portfolio Management, Cross-functional Team..., CRM, Billing Systems, Customer Service, Managerial Finance
Education
New York University, Stern School of Business 1993 — 1998
MBA, Finance, Information Systems and International Business
NYU School of Continuing Education 1987 — 1989
Certification, Bank Lending
Syracuse University - Martin J. Whitman School of Management 1981 — 1985
BS, Finance
Bank of America October 2012 - Present
Cupecoy Consulting January 2012 - October 2012
Merrill Lynch August 2009 - January 2012
Bank of America November 2003 - August 2009
Symphoni Interactive December 1998 - November 2003
Daiwa Securities America Inc. 1987 - 1998
Bear Stearns 1985 - 1987
Skills
Capital Markets, Program Management, Risk, Team Leadership, Business Process Design, Six Sigma, Data Warehousing, Systems Conversions, Risk Management, Business Analysis, Compliance, Fixed Income, SDLC, Business Intelligence, Change Management, PMO, Strategic Planning, IT Strategy, Business Management, Business Process..., Software Project..., Wealth Management, Integration, Financial Management, Customer Relations, Derivatives, Vendor Management, Financial Risk, Management, Portfolio Management, Cross-functional Team..., CRM, Billing Systems, Customer Service, Managerial Finance
Education
New York University, Stern School of Business 1993 — 1998
MBA, Finance, Information Systems and International Business
NYU School of Continuing Education 1987 — 1989
Certification, Bank Lending
Syracuse University - Martin J. Whitman School of Management 1981 — 1985
BS, Finance
John Wolfsberg's Bear Stearns Experience 1994 - 2008
Job Principal/Director of Fixed Income at Centerpoint Advisors, LLC
Industry Financial Services
Experience
Centerpoint Advisors, LLC. 2007 - Present
Bear Stearns 1994 - 2008
Education
Stonehill College 1981 — 1985
Bachelor of Science in Accounting, Accounting and Finance
Centerpoint Advisors, LLC. 2007 - Present
Bear Stearns 1994 - 2008
Education
Stonehill College 1981 — 1985
Bachelor of Science in Accounting, Accounting and Finance
Adam Mazur Adam Mazur's Bear Stearns Experience March 2002 - May 2003
Job CEO Comet Conversion Capital
Industry Internet
Experience
Comet Conversion Capital January 2011 - Present
Lending Club May 2010 - September 2013
Comet Conversion January 2006 - December 2012
Integrated Financial Resources April 2004 - July 2006
Whitaker Securties LLC June 2003 - May 2004
Bear Stearns March 2002 - May 2003
Sidoti & Company October 2000 - January 2002
Skills
SEM, SEO, Affiliate Marketing, Investments, Lead Generation, Business Strategy, Product Management, Start-ups, Online Marketing, PPC, Outsourcing, Social Media Marketing, Google Adwords, Google Analytics, Social Media, Online Advertising, Digital Marketing, SMO, Link Building, Mobile Marketing, Conversion Optimization, Direct Marketing, Organic Search, Marketing Strategy, Online Lead Generation, Micro Lending, Outsourcing Management, Equity Sales, Customer Acquisition, Remote Team Management, Outsourcing Advisory, Offshore Project..., Cost Reduction..., micro lending, Entrepreneur, New Business Development, Team Management, Entrepreneurship, Marketing, Web Marketing, E-commerce, Web Analytics, Analytics, Business Development, Strategic Partnerships
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
BS, Finance
Comet Conversion Capital January 2011 - Present
Lending Club May 2010 - September 2013
Comet Conversion January 2006 - December 2012
Integrated Financial Resources April 2004 - July 2006
Whitaker Securties LLC June 2003 - May 2004
Bear Stearns March 2002 - May 2003
Sidoti & Company October 2000 - January 2002
Skills
SEM, SEO, Affiliate Marketing, Investments, Lead Generation, Business Strategy, Product Management, Start-ups, Online Marketing, PPC, Outsourcing, Social Media Marketing, Google Adwords, Google Analytics, Social Media, Online Advertising, Digital Marketing, SMO, Link Building, Mobile Marketing, Conversion Optimization, Direct Marketing, Organic Search, Marketing Strategy, Online Lead Generation, Micro Lending, Outsourcing Management, Equity Sales, Customer Acquisition, Remote Team Management, Outsourcing Advisory, Offshore Project..., Cost Reduction..., micro lending, Entrepreneur, New Business Development, Team Management, Entrepreneurship, Marketing, Web Marketing, E-commerce, Web Analytics, Analytics, Business Development, Strategic Partnerships
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
BS, Finance
Paul DiGiorgio Paul DiGiorgio's Bear Stearns Experience March 2000 - March 2008
Job Lead Engineer at Tiffany & Co.
Industry Information Technology and Services
Experience
Tiffany & Co. December 2012 - Present
Mitchell Martin Inc. 2012 - 2013
API Systems, Inc 2011 - October 2012
Tellurian Networks July 2009 - September 2011
JPMorgan Chase March 2008 - June 2009
Bear Stearns March 2000 - March 2008
IBM Global Services 1999 - 2000
Skills
Market Data, VBScript, Vendor Management, Disaster Recovery, Trading Systems, Active Directory, Data Center, Spring, VMware, Windows Automation, Powershell, SDLC, Microsoft Exchange, DNS, Servers, Unix, SharePoint, Security, Windows Server, System Deployment, Management, IT Management, System Administration, Integration, Infrastructure, Technical Support, Citrix, Electronic Trading, Troubleshooting
Education
Warwick Valley High School 1983 — 1987
State University of New York at Stony Brook
Certification, Emergency Medical Technology/Technician (EMT Paramedic)
Tiffany & Co. December 2012 - Present
Mitchell Martin Inc. 2012 - 2013
API Systems, Inc 2011 - October 2012
Tellurian Networks July 2009 - September 2011
JPMorgan Chase March 2008 - June 2009
Bear Stearns March 2000 - March 2008
IBM Global Services 1999 - 2000
Skills
Market Data, VBScript, Vendor Management, Disaster Recovery, Trading Systems, Active Directory, Data Center, Spring, VMware, Windows Automation, Powershell, SDLC, Microsoft Exchange, DNS, Servers, Unix, SharePoint, Security, Windows Server, System Deployment, Management, IT Management, System Administration, Integration, Infrastructure, Technical Support, Citrix, Electronic Trading, Troubleshooting
Education
Warwick Valley High School 1983 — 1987
State University of New York at Stony Brook
Certification, Emergency Medical Technology/Technician (EMT Paramedic)
Rich Robbins Rich Robbins's Bear Stearns Experience August 1999 - December 1999
Job CEO at Business Capital Advisors
Industry Financial Services
Experience
Business Capital Advisors April 2014 - Present
Confidential Start-Up January 2014 - August 2014
American Water April 2011 - December 2013
CIFG August 2006 - April 2011
Natixis March 2001 - June 2005
Multiple Startup Online Day Trading Firms August 1999 - December 2000
Bear Stearns August 1999 - December 1999
NDB April 1998 - August 1999
Natixis January 1996 - April 1998
Dresdner Kleinwort August 1994 - January 1996
Skills
Data Center, Cloud Computing, Security, Networking, Mobile Applications, Enterprise Technology..., Staffing Services, Project Portfolio..., Call Center, Telecommunications, Market Data, Software Development, Web Development, Applications..., Infrastructure..., Project Governance, Databases, Virtualization, Enterprise Storage, Procurement, Contract Management, Data Management, Call Centers, Infrastructure, Strategy, Program Management, Information Technology, Enterprise Software, Mergers & Acquisitions, Capital Markets, Operations Management, ERP/CRM, Process Improvement, Due Diligence, Governance, Business Intelligence, Management, ERP, Analysis, CRM, Project Management, IT Strategy, Oracle, Enterprise Architecture, Vendor Management, IT Management, E-commerce, Disaster Recovery
Education
State University of New York Institute of Technology at Utica/Rome 1992 — 1994
Bachelor of Science, Computer Information Systems
Business Capital Advisors April 2014 - Present
Confidential Start-Up January 2014 - August 2014
American Water April 2011 - December 2013
CIFG August 2006 - April 2011
Natixis March 2001 - June 2005
Multiple Startup Online Day Trading Firms August 1999 - December 2000
Bear Stearns August 1999 - December 1999
NDB April 1998 - August 1999
Natixis January 1996 - April 1998
Dresdner Kleinwort August 1994 - January 1996
Skills
Data Center, Cloud Computing, Security, Networking, Mobile Applications, Enterprise Technology..., Staffing Services, Project Portfolio..., Call Center, Telecommunications, Market Data, Software Development, Web Development, Applications..., Infrastructure..., Project Governance, Databases, Virtualization, Enterprise Storage, Procurement, Contract Management, Data Management, Call Centers, Infrastructure, Strategy, Program Management, Information Technology, Enterprise Software, Mergers & Acquisitions, Capital Markets, Operations Management, ERP/CRM, Process Improvement, Due Diligence, Governance, Business Intelligence, Management, ERP, Analysis, CRM, Project Management, IT Strategy, Oracle, Enterprise Architecture, Vendor Management, IT Management, E-commerce, Disaster Recovery
Education
State University of New York Institute of Technology at Utica/Rome 1992 — 1994
Bachelor of Science, Computer Information Systems
Jeff Evans's Bear Stearns Experience 2006 - 2007
Job Vice President at Everest Capital
Industry Investment Management
Experience
Everest Capital July 2013 - Present
Hope On A String January 2011 - January 2014
MindSnacks May 2010 - August 2011
Axiom International Investors August 2007 - May 2010
Bear Stearns 2006 - 2007
Skills
Financial Analysis, Emerging Markets, Industry Analysis, Equities, Hedge Funds, Entrepreneurship, Investments, Investment Management, Market Research, Venture Capital, Strategic Planning, Valuation, Financial Modeling, Economics, Strategy, Equity Research, Competitive Analysis, Start-ups
Education
Yale University - Yale School of Management 2011 — 2013
MBA, focus in Finance & Entepreneurship
Syracuse University 2002 — 2006
B.A., Summa Cum Laude, Economics
Everest Capital July 2013 - Present
Hope On A String January 2011 - January 2014
MindSnacks May 2010 - August 2011
Axiom International Investors August 2007 - May 2010
Bear Stearns 2006 - 2007
Skills
Financial Analysis, Emerging Markets, Industry Analysis, Equities, Hedge Funds, Entrepreneurship, Investments, Investment Management, Market Research, Venture Capital, Strategic Planning, Valuation, Financial Modeling, Economics, Strategy, Equity Research, Competitive Analysis, Start-ups
Education
Yale University - Yale School of Management 2011 — 2013
MBA, focus in Finance & Entepreneurship
Syracuse University 2002 — 2006
B.A., Summa Cum Laude, Economics
Angel D. Mescain Angel D. Mescain's Bear Stearns Experience April 1988 - July 2008
Job District Manager at Manhattan Community Board 11
Industry Government Administration
Experience
Manhattan Community Board 11 September 2014 - Present
Manhattan Community Board 11 August 2010 - September 2014
New York City Council 2008 - 2009
Bear Stearns April 1988 - July 2008
Skills
Policy Analysis, Non-profits, Public Speaking, Government, Community Outreach, Policy, Economic Development, Research, Community Development, Microsoft Excel, Public Policy, Budgets, Nonprofits, Microsoft Word, Microsoft Office, Administration, Leadership, Volunteer Management, Event Planning
Education
State University of New York Empire State College 2005 — 2008
BS, Public Administration
Manhattan Community Board 11 September 2014 - Present
Manhattan Community Board 11 August 2010 - September 2014
New York City Council 2008 - 2009
Bear Stearns April 1988 - July 2008
Skills
Policy Analysis, Non-profits, Public Speaking, Government, Community Outreach, Policy, Economic Development, Research, Community Development, Microsoft Excel, Public Policy, Budgets, Nonprofits, Microsoft Word, Microsoft Office, Administration, Leadership, Volunteer Management, Event Planning
Education
State University of New York Empire State College 2005 — 2008
BS, Public Administration
Nona McGaa Safra Nona McGaa Safra's Bear Stearns Experience 1983 - 1985
Job Retired Executive
Industry Nonprofit Organization Management
Experience
Retired December 2011 - Present
Anchor Point Chamber of Commerce May 2013 - May 2014
Ackerman & Co. 2003 - December 2011
Equifax 2001 - 2003
Federated Department Stores 1995 - 2001
Petstuff 1994 - 1995
Easter Seals 1990 - 1993
Pinole Chamber of Commerce 1989 - 1990
Walnut Creek Chamber of Commerce 1986 - 1989
Bear Stearns 1983 - 1985
Skills
Public Relations, Notary Public, Editing, Fundraising, Press Releases, Grant Writing, Interviews, Program Management, Advertising, Newsletters, Management, Human Resources, Research, Strategic Planning, Leadership
Education
Temple University 1968 — 1979
B S
Philadelphia High School for Girls 1964 — 1968
Diploma
Retired December 2011 - Present
Anchor Point Chamber of Commerce May 2013 - May 2014
Ackerman & Co. 2003 - December 2011
Equifax 2001 - 2003
Federated Department Stores 1995 - 2001
Petstuff 1994 - 1995
Easter Seals 1990 - 1993
Pinole Chamber of Commerce 1989 - 1990
Walnut Creek Chamber of Commerce 1986 - 1989
Bear Stearns 1983 - 1985
Skills
Public Relations, Notary Public, Editing, Fundraising, Press Releases, Grant Writing, Interviews, Program Management, Advertising, Newsletters, Management, Human Resources, Research, Strategic Planning, Leadership
Education
Temple University 1968 — 1979
B S
Philadelphia High School for Girls 1964 — 1968
Diploma
Dennis Desposito Dennis Desposito's Bear Stearns Experience June 2007 - May 2008
Job Fixed Income Sales Support at Nomura
Industry Investment Banking
Experience
Nomura August 2013 - Present
Credit Suisse April 2010 - August 2013
J.P. Morgan May 2008 - April 2010
Bear Stearns June 2007 - May 2008
New York Mercantile Exchange June 2006 - August 2006
Skills
Corporate Actions, Settlement, Securities, SWIFT payments, Bonds, Prime Brokerage, Analysis, Bloomberg
Education
State University of New York at Stony Brook 2003 — 2007
BA, BS, Economics, Finance
Nomura August 2013 - Present
Credit Suisse April 2010 - August 2013
J.P. Morgan May 2008 - April 2010
Bear Stearns June 2007 - May 2008
New York Mercantile Exchange June 2006 - August 2006
Skills
Corporate Actions, Settlement, Securities, SWIFT payments, Bonds, Prime Brokerage, Analysis, Bloomberg
Education
State University of New York at Stony Brook 2003 — 2007
BA, BS, Economics, Finance
Adrienne Meier Adrienne Meier's Bear Stearns Experience June 2003 - September 2006
Job Store Manager at Otte Madison
Industry Apparel & Fashion
Experience
Otte New York February 2013 - Present
Diane von Furstenberg 2010 - April 2012
Barneys New York 2007 - 2009
Bear Stearns June 2003 - September 2006
Louis Vuitton 2001 - 2003
Skills
People-oriented, Customer Service, Handbags, Fashion, Vintage Clothing and..., Accessories, Styling, Executive..., Retail, Management
Education
SUNY Orange 1997 — 1999
Theatre/Theater
Otte New York February 2013 - Present
Diane von Furstenberg 2010 - April 2012
Barneys New York 2007 - 2009
Bear Stearns June 2003 - September 2006
Louis Vuitton 2001 - 2003
Skills
People-oriented, Customer Service, Handbags, Fashion, Vintage Clothing and..., Accessories, Styling, Executive..., Retail, Management
Education
SUNY Orange 1997 — 1999
Theatre/Theater
Robert Gustavo Horn's Bear Stearns Experience December 2002 - May 2004
Job
Industry Computer Software
Experience
Goodreads.com 2015 - Present
Clever Name Here, Inc. 2014 - 2015
Google May 2007 - July 2014
Amazon.com June 2004 - April 2007
Bear Stearns December 2002 - May 2004
Droplets, Inc. May 2000 - July 2002
Applied Visions, Inc June 1998 - May 2000
Millennium Computer Corp, which became Metamor, and then Vanteon December 1995 - May 1998
Millennium December 1995 - December 1995
Metamor December 1995 - December 1995
Skills
Java, C++, Scalability, Distributed Systems, Windows, JavaScript, Agile Methodologies, Software Engineering, Software Design, Web Applications, Linux, Web Services, C#
Education
Stony Brook University 1991 — 1992
BS
The Cooper Union for the Advancement of Science and Art 1988 — 1990
Goodreads.com 2015 - Present
Clever Name Here, Inc. 2014 - 2015
Google May 2007 - July 2014
Amazon.com June 2004 - April 2007
Bear Stearns December 2002 - May 2004
Droplets, Inc. May 2000 - July 2002
Applied Visions, Inc June 1998 - May 2000
Millennium Computer Corp, which became Metamor, and then Vanteon December 1995 - May 1998
Millennium December 1995 - December 1995
Metamor December 1995 - December 1995
Skills
Java, C++, Scalability, Distributed Systems, Windows, JavaScript, Agile Methodologies, Software Engineering, Software Design, Web Applications, Linux, Web Services, C#
Education
Stony Brook University 1991 — 1992
BS
The Cooper Union for the Advancement of Science and Art 1988 — 1990
Erica Rogers, MBA, CISA's Bear Stearns Experience March 2006 - June 2009
Job VP / IT Audit
Industry Financial Services
Experience
Bank of America March 2015 - Present
JPMorgan Chase & Co. July 2012 - March 2015
JPMorgan Chase & Co. July 2009 - June 2012
Bear Stearns March 2006 - June 2009
Bank of America (formerly MBNA America) June 2000 - February 2006
Skills
Internal Audit, Risk Management, Risk Assessment, Compliance, SOX, Analysis, Auditing, Change Management, Financial Risk, IT Audit, Information Technology, Internal Controls, Leadership, Management, Process Improvement, Sarbanes-Oxley Act
Education
Texas A&M University
Bachelor of Business Administration (BBA), Management Information Systems
Texas Woman's University
Master of Business Administration (M.B.A.)
Bank of America March 2015 - Present
JPMorgan Chase & Co. July 2012 - March 2015
JPMorgan Chase & Co. July 2009 - June 2012
Bear Stearns March 2006 - June 2009
Bank of America (formerly MBNA America) June 2000 - February 2006
Skills
Internal Audit, Risk Management, Risk Assessment, Compliance, SOX, Analysis, Auditing, Change Management, Financial Risk, IT Audit, Information Technology, Internal Controls, Leadership, Management, Process Improvement, Sarbanes-Oxley Act
Education
Texas A&M University
Bachelor of Business Administration (BBA), Management Information Systems
Texas Woman's University
Master of Business Administration (M.B.A.)
Geeta De Silva's Bear Stearns Experience August 2001 - December 2002
Job
Industry Biotechnology
Experience
Onyx Pharmaceuticals July 2013 - December 2013
Pfizer, Inc. May 2010 - April 2013
Pfizer August 2007 - April 2010
Pfizer May 2003 - August 2007
Bear Stearns August 2001 - December 2002
CIEE July 1997 - April 1999
Japan Exchange and Teaching Program(me) (JET) July 1994 - June 1995
Skills
Strategic Financial..., Strategic Finance, High Analytical Skills, Strong Business Acumen, Cross Functional..., Accounting, Pharmaceuticals, Compliance, Financial Reporting, Strategy Building, Business Communications, Valuation, Business Partner..., Financial Analysis, Financial Forecasting
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA
Columbia University Teachers College 1996 — 1997
MA
University of Maryland - Robert H. Smith School of Business 1990 — 1994
BS
Kodaikanal International School
High School Diploma
Onyx Pharmaceuticals July 2013 - December 2013
Pfizer, Inc. May 2010 - April 2013
Pfizer August 2007 - April 2010
Pfizer May 2003 - August 2007
Bear Stearns August 2001 - December 2002
CIEE July 1997 - April 1999
Japan Exchange and Teaching Program(me) (JET) July 1994 - June 1995
Skills
Strategic Financial..., Strategic Finance, High Analytical Skills, Strong Business Acumen, Cross Functional..., Accounting, Pharmaceuticals, Compliance, Financial Reporting, Strategy Building, Business Communications, Valuation, Business Partner..., Financial Analysis, Financial Forecasting
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA
Columbia University Teachers College 1996 — 1997
MA
University of Maryland - Robert H. Smith School of Business 1990 — 1994
BS
Kodaikanal International School
High School Diploma
Harshal Gorde's Bear Stearns Experience 2007 - 2007
Job Sr. Vice President Investment Banking
Industry Banking
Experience
Dowling Hales April 2015 - Present
Aon Benfield Securities, Inc. 2008 - April 2015
Bear Stearns 2007 - 2007
Medtronic 2000 - 2006
Computer Solutions Integrators & Products 1998 - 2000
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Texas A&M University
Master of Science (MS)
University of Mumbai
Bachelor of Engineering (B.E.)
Dowling Hales April 2015 - Present
Aon Benfield Securities, Inc. 2008 - April 2015
Bear Stearns 2007 - 2007
Medtronic 2000 - 2006
Computer Solutions Integrators & Products 1998 - 2000
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Texas A&M University
Master of Science (MS)
University of Mumbai
Bachelor of Engineering (B.E.)
Jerry Solomon's Bear Stearns Experience June 1999 - July 2008
Job at Capital Research Company
Industry Financial Services
Experience
Capital Research Company September 2008 - Present
Bear, Stearns June 1999 - July 2008
First Albany Corporation 1995 - 1999
Fitch Investors 1992 - 1995
New York City OMB 1990 - 1992
Blue Cross of New Jersey 1985 - 1987
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA
Temple University 1981 — 1985
B.A.
Jewish Educational Center
Jewish Educational Center
Capital Research Company September 2008 - Present
Bear, Stearns June 1999 - July 2008
First Albany Corporation 1995 - 1999
Fitch Investors 1992 - 1995
New York City OMB 1990 - 1992
Blue Cross of New Jersey 1985 - 1987
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA
Temple University 1981 — 1985
B.A.
Jewish Educational Center
Jewish Educational Center
Robert Donnelly's Bear Stearns Experience December 2003 - June 2007
Job Project Manager/Software Engineer at Millennium Management
Industry Information Technology and Services
Experience
Millennium Management July 2014 - Present
JPMorgan Chase May 2013 - July 2014
BNY Mellon September 2012 - April 2013
Citco Fund Services May 2011 - August 2012
Broadridge Financial July 2007 - May 2011
Bear Stearns December 2003 - June 2007
Mellon HR Solutions April 2003 - November 2003
JPMorgan Chase May 2002 - April 2003
Net2Phone November 2000 - April 2002
Bear Stearns September 1994 - November 2000
Skills
Business Development, Software Development, Process Improvement, Management, Vendor Management, SDLC, CRM, IT Service Management, PMO, Analysis, Business Analysis, Leadership, Software Project..., Business Process, Enterprise Architecture, Program Management, IT Strategy, Budgets, Risk Management, Integration, Project Portfolio..., Agile Methodologies, Data Warehousing, Requirements Analysis, Project Management, IT Management, Team Building, Business Intelligence, Disaster Recovery
Education
State University of New York at Stony Brook 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Applied Math & Statistics
Millennium Management July 2014 - Present
JPMorgan Chase May 2013 - July 2014
BNY Mellon September 2012 - April 2013
Citco Fund Services May 2011 - August 2012
Broadridge Financial July 2007 - May 2011
Bear Stearns December 2003 - June 2007
Mellon HR Solutions April 2003 - November 2003
JPMorgan Chase May 2002 - April 2003
Net2Phone November 2000 - April 2002
Bear Stearns September 1994 - November 2000
Skills
Business Development, Software Development, Process Improvement, Management, Vendor Management, SDLC, CRM, IT Service Management, PMO, Analysis, Business Analysis, Leadership, Software Project..., Business Process, Enterprise Architecture, Program Management, IT Strategy, Budgets, Risk Management, Integration, Project Portfolio..., Agile Methodologies, Data Warehousing, Requirements Analysis, Project Management, IT Management, Team Building, Business Intelligence, Disaster Recovery
Education
State University of New York at Stony Brook 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Applied Math & Statistics
Coleen Howard's Bear Stearns Experience May 2000 - 2006
Job Vice President, Prime Services at Pershing LLC, a BNY Mellon company
Industry Financial Services
Experience
100 Women In Hedge Funds July 2014 - Present
Pershing LLC, a BNY Mellon company November 2013 - Present
State Street Global Advisors September 2012 - November 2013
Bank of America Merrill Lynch January 2010 - July 2011
Fidelity Prime Services February 2006 - December 2009
Bear Stearns May 2000 - 2006
State Street Global Advisors 1996 - 2000
Skills
Prime Brokerage, Capital Markets, Series 7, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Series 63, Securities Lending, Derivatives, Bloomberg, Electronic Trading, Trading Systems, Finance, Options, Asset Management, Relationship Management
Education
Syracuse University 1992 — 1996
BS
100 Women In Hedge Funds July 2014 - Present
Pershing LLC, a BNY Mellon company November 2013 - Present
State Street Global Advisors September 2012 - November 2013
Bank of America Merrill Lynch January 2010 - July 2011
Fidelity Prime Services February 2006 - December 2009
Bear Stearns May 2000 - 2006
State Street Global Advisors 1996 - 2000
Skills
Prime Brokerage, Capital Markets, Series 7, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Series 63, Securities Lending, Derivatives, Bloomberg, Electronic Trading, Trading Systems, Finance, Options, Asset Management, Relationship Management
Education
Syracuse University 1992 — 1996
BS
Richard Mele's Bear Stearns Experience 1993 - 1998
Job VP at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank May 2006 - December 2014
Morgan Stanley June 2004 - April 2006
PolyPaths, LLC November 1998 - October 2003
Bear Stearns 1993 - 1998
Skills
Capital Markets, Financial Modeling, Hedge Funds, Trading Systems, Trading, Bloomberg, Structured Products, Asset Management, Credit Derivatives, Risk Management, Options, Bonds, Electronic Trading, Financial Markets, Alternative Investments, Financial Risk..., Intex, SAS Programming, R, Residential Mortgages, Analytics, Credit Risk, Prepayment, Default, C++, Java, Pricing, Relative Value, Portfolio Optimization
Education
State University of New York at Stony Brook 1987 — 1993
Master of Science (MS), Computer Science
Deutsche Bank May 2006 - December 2014
Morgan Stanley June 2004 - April 2006
PolyPaths, LLC November 1998 - October 2003
Bear Stearns 1993 - 1998
Skills
Capital Markets, Financial Modeling, Hedge Funds, Trading Systems, Trading, Bloomberg, Structured Products, Asset Management, Credit Derivatives, Risk Management, Options, Bonds, Electronic Trading, Financial Markets, Alternative Investments, Financial Risk..., Intex, SAS Programming, R, Residential Mortgages, Analytics, Credit Risk, Prepayment, Default, C++, Java, Pricing, Relative Value, Portfolio Optimization
Education
State University of New York at Stony Brook 1987 — 1993
Master of Science (MS), Computer Science
Deva Mangal's Bear Stearns Experience June 2007 - June 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2011 - Present
Deutsche Bank September 2008 - April 2011
JP Morgan Chase June 2008 - September 2008
Bear Stearns June 2007 - June 2008
JP Morgan March 2006 - June 2007
Valtech August 2000 - March 2006
TIAA-CREF April 2003 - April 2005
Adecco 2000 - 2003
KPE May 1999 - August 2000
Education
Stony Brook University 1995 — 1999
BS, Computer Science
JP Morgan June 2011 - Present
Deutsche Bank September 2008 - April 2011
JP Morgan Chase June 2008 - September 2008
Bear Stearns June 2007 - June 2008
JP Morgan March 2006 - June 2007
Valtech August 2000 - March 2006
TIAA-CREF April 2003 - April 2005
Adecco 2000 - 2003
KPE May 1999 - August 2000
Education
Stony Brook University 1995 — 1999
BS, Computer Science
Erica Manoff's Bear Stearns Experience July 2003 - September 2005
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
JPMorgan Chase March 2008 - April 2013
Bank Leumi October 2005 - March 2008
Bear Stearns July 2003 - September 2005
Skills
Commercial Banking, Relationship Management, Business Development, Financial Analysis, Sales, Marketing, Banking, Finance
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
Syracuse University
Wells Fargo April 2013 - Present
JPMorgan Chase March 2008 - April 2013
Bank Leumi October 2005 - March 2008
Bear Stearns July 2003 - September 2005
Skills
Commercial Banking, Relationship Management, Business Development, Financial Analysis, Sales, Marketing, Banking, Finance
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
Syracuse University
Michelle A. Smith's Bear Stearns Experience March 2005 - January 2007
Job HR Generalist US Land at Baker Hughes
Industry Investment Banking
Experience
Baker Hughes February 2012 - Present
Baker Hughes July 2011 - February 2012
Baker Hughes January 2011 - July 2011
Human Resources Services Enhanced, LLC September 2009 - January 2011
UBS Investment Bank January 2007 - September 2009
Bear Stearns March 2005 - January 2007
TD Waterhouse July 2003 - March 2005
Education
State University of New York at Stony Brook 2000 — 2003
B.A., Economics
Baker Hughes February 2012 - Present
Baker Hughes July 2011 - February 2012
Baker Hughes January 2011 - July 2011
Human Resources Services Enhanced, LLC September 2009 - January 2011
UBS Investment Bank January 2007 - September 2009
Bear Stearns March 2005 - January 2007
TD Waterhouse July 2003 - March 2005
Education
State University of New York at Stony Brook 2000 — 2003
B.A., Economics
Jeff Kiderman's Bear Stearns Experience May 2007 - August 2007
Job Executive Director at AJE Project
Industry Nonprofit Organization Management
Experience
AJE Project November 2011 - Present
Rosetta February 2010 - December 2011
Electronic Arts June 2009 - August 2009
Platinum Management, LLC May 2008 - August 2008
Bear Stearns May 2007 - August 2007
Skills
Integrated Marketing, Online Marketing, Social Media, Valuation, Entrepreneurship, Management Consulting, Financial Modeling, Business Strategy, Strategic Partnerships, Strategy, Strategic Planning, Fundraising, Public Speaking, Hedge Funds, Analytics, Non-profits, VBA, Program Management, Product Management, Start-ups, Analysis
Education
Columbia University Teachers College 2012 — 2014
Master of Arts (M.A.), Education
University of Pennsylvania 2006 — 2009
Bachelors of Applied Science, Computer Science
University of Pennsylvania - The Wharton School 2006 — 2009
Bachelors of Science in Economics, Management, Operations & Information Management
AJE Project November 2011 - Present
Rosetta February 2010 - December 2011
Electronic Arts June 2009 - August 2009
Platinum Management, LLC May 2008 - August 2008
Bear Stearns May 2007 - August 2007
Skills
Integrated Marketing, Online Marketing, Social Media, Valuation, Entrepreneurship, Management Consulting, Financial Modeling, Business Strategy, Strategic Partnerships, Strategy, Strategic Planning, Fundraising, Public Speaking, Hedge Funds, Analytics, Non-profits, VBA, Program Management, Product Management, Start-ups, Analysis
Education
Columbia University Teachers College 2012 — 2014
Master of Arts (M.A.), Education
University of Pennsylvania 2006 — 2009
Bachelors of Applied Science, Computer Science
University of Pennsylvania - The Wharton School 2006 — 2009
Bachelors of Science in Economics, Management, Operations & Information Management
Evan Elisseou's Bear Stearns Experience 1997 - 1998
Job Vice President, Citi
Industry Financial Services
Experience
Citi 2010 - Present
Pershing, BNY Mellon 2008 - 2010
Bank of America 1998 - 2007
Bear Stearns 1997 - 1998
SIAC 1996 - 1997
Popkin Software 1996 - 1996
Stevens Institute of Technology 1988 - 1995
Skills
Equities, Capital Markets, Fixed Income, Electronic Trading, Program Management, Business Analysis, Strategy, Management, Project Planning, Portfolio Management, Middle Office, Trading, Project Management, Equity Derivatives, Options, Quality Assurance, Equity Trading, Leadership, Prime Brokerage, Back Office, Investment Banking, Enterprise Software, PMO, Disaster Recovery
Education
Stevens Institute of Technology 1983 — 1988
Bachelor of Engineering, Engineering Physics - Applied Optics and Lasers
Stevens Institute of Technology 1983 — 1988
Master, Management Science, Management Planning
Xaverian High School
Citi 2010 - Present
Pershing, BNY Mellon 2008 - 2010
Bank of America 1998 - 2007
Bear Stearns 1997 - 1998
SIAC 1996 - 1997
Popkin Software 1996 - 1996
Stevens Institute of Technology 1988 - 1995
Skills
Equities, Capital Markets, Fixed Income, Electronic Trading, Program Management, Business Analysis, Strategy, Management, Project Planning, Portfolio Management, Middle Office, Trading, Project Management, Equity Derivatives, Options, Quality Assurance, Equity Trading, Leadership, Prime Brokerage, Back Office, Investment Banking, Enterprise Software, PMO, Disaster Recovery
Education
Stevens Institute of Technology 1983 — 1988
Bachelor of Engineering, Engineering Physics - Applied Optics and Lasers
Stevens Institute of Technology 1983 — 1988
Master, Management Science, Management Planning
Xaverian High School
Gregory Giordano's Bear Stearns Experience October 2004 - April 2006
Job Vice President Sales, MSCI Inc
Industry Financial Services
Experience
MSCI Inc. September 2012 - Present
Nomura Securities April 2010 - August 2012
MSCI Inc. April 2006 - April 2010
Bear Stearns October 2004 - April 2006
Skills
Portfolio Management, Hedge Funds, Financial Modeling, Equities, Asset Management, Valuation, Capital Markets, Fixed Income, Investments, Securities, Finance, Bloomberg
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science in Economics, Concentration in Finance, Finance, General
Syracuse University 1999 — 2000
Master of Arts in Broadcast Journalism, Broadcast Journalism, The S.I. Newhouse School of Public Communications
MSCI Inc. September 2012 - Present
Nomura Securities April 2010 - August 2012
MSCI Inc. April 2006 - April 2010
Bear Stearns October 2004 - April 2006
Skills
Portfolio Management, Hedge Funds, Financial Modeling, Equities, Asset Management, Valuation, Capital Markets, Fixed Income, Investments, Securities, Finance, Bloomberg
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science in Economics, Concentration in Finance, Finance, General
Syracuse University 1999 — 2000
Master of Arts in Broadcast Journalism, Broadcast Journalism, The S.I. Newhouse School of Public Communications
Jonathan Dyer's Bear Stearns Experience July 2002 - June 2004
Job Executive Vice President at SPG Holdings
Industry Venture Capital & Private Equity
Experience
SPG Holdings August 2012 - Present
CIC Partners April 2009 - Present
CIC Partners May 2005 - June 2007
Bear Stearns July 2002 - June 2004
Luther King Capital Management 1999 - 2002
Skills
Private Equity, Investment Banking, LBO, Corporate Development, Venture Capital, Capital Markets, Corporate Finance, Business Development, Financial Analysis, Investments, Deal Sourcing, Deal Execution, Executive Management, Strategic Planning, Board of Director...
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Texas Christian University - M.J. Neeley School of Business 1998 — 2002
Bachelor of Business Administration (BBA)
SPG Holdings August 2012 - Present
CIC Partners April 2009 - Present
CIC Partners May 2005 - June 2007
Bear Stearns July 2002 - June 2004
Luther King Capital Management 1999 - 2002
Skills
Private Equity, Investment Banking, LBO, Corporate Development, Venture Capital, Capital Markets, Corporate Finance, Business Development, Financial Analysis, Investments, Deal Sourcing, Deal Execution, Executive Management, Strategic Planning, Board of Director...
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Texas Christian University - M.J. Neeley School of Business 1998 — 2002
Bachelor of Business Administration (BBA)
James Warfield's Bear Stearns Experience June 2005 - December 2006
Job Sales at Sungard
Industry Financial Services
Experience
SunGard February 2007 - Present
Bear Stearns June 2005 - December 2006
Cantor Fitzgerald March 2004 - May 2005
Bank of America March 2001 - June 2004
Bridge 1999 - 1999
Education
Stetson University 1995 — 1999
BA, Business
SunGard February 2007 - Present
Bear Stearns June 2005 - December 2006
Cantor Fitzgerald March 2004 - May 2005
Bank of America March 2001 - June 2004
Bridge 1999 - 1999
Education
Stetson University 1995 — 1999
BA, Business
Kevin Puchert's Bear Stearns Experience July 2004 - July 2008
Job North American Consumer Bank Recruiting Director at Citi
Industry Financial Services
Experience
Citi February 2012 - Present
Citi November 2010 - February 2012
J.P. Morgan 2008 - 2010
Bear Stearns July 2004 - July 2008
Wall Street IT Recruiting August 1996 - July 2004
Skills
Management Consulting, Technical Recruiting, Project Management, Portfolio Management, Financial Markets, Hedge Funds, Management, Program Management, Asset Managment, Strategy, Financial Risk, Change Management, Strategic Planning, Insurance, Process Improvement, Talent Acquisition, PeopleSoft, Performance Management, Deferred Compensation, Onboarding
Education
University of Connecticut 1994 — 1996
MS, Resource Economics
Syracuse University 1990 — 1993
Bachelors, Economics & Political Science
Citi February 2012 - Present
Citi November 2010 - February 2012
J.P. Morgan 2008 - 2010
Bear Stearns July 2004 - July 2008
Wall Street IT Recruiting August 1996 - July 2004
Skills
Management Consulting, Technical Recruiting, Project Management, Portfolio Management, Financial Markets, Hedge Funds, Management, Program Management, Asset Managment, Strategy, Financial Risk, Change Management, Strategic Planning, Insurance, Process Improvement, Talent Acquisition, PeopleSoft, Performance Management, Deferred Compensation, Onboarding
Education
University of Connecticut 1994 — 1996
MS, Resource Economics
Syracuse University 1990 — 1993
Bachelors, Economics & Political Science
Darren Guy's Bear Stearns Experience June 1993 - September 1996
Job Global Chief Operating Officer Legal, McGrawHill Financial
Industry Financial Services
Experience
McGraw Hill Financial November 2014 - Present
Voya Financial February 2012 - November 2014
Deloitte October 2011 - March 2012
Prudential Financial October 1996 - February 2011
Bear Stearns June 1993 - September 1996
Skills
Analysis, Operations Management, Program Management, Project Management, Strategic Financial..., Vendor Management
Education
Stevens Institute of Technology 1998 — 2001
Masters of Science, Management Information Systems
Villanova University 1989 — 1993
Bachelor of Arts, Economics
McGraw Hill Financial November 2014 - Present
Voya Financial February 2012 - November 2014
Deloitte October 2011 - March 2012
Prudential Financial October 1996 - February 2011
Bear Stearns June 1993 - September 1996
Skills
Analysis, Operations Management, Program Management, Project Management, Strategic Financial..., Vendor Management
Education
Stevens Institute of Technology 1998 — 2001
Masters of Science, Management Information Systems
Villanova University 1989 — 1993
Bachelor of Arts, Economics
Arie Shapira's Bear Stearns Experience April 2007 - March 2008
Job Team Leader First Word U.S. Equities: Reporters at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2014 - Present
Bloomberg LP January 2013 - Present
Bloomberg March 2010 - January 2013
JPMorgan March 2008 - November 2009
Bear Stearns April 2007 - March 2008
Assent LLC 2004 - 2007
Northwestern Mutual 2002 - 2004
Skills
Bloomberg, Equities, Finance, Hedge Funds, Series 7, Capital Markets, Fixed Income, Trading
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance
Bloomberg LP August 2014 - Present
Bloomberg LP January 2013 - Present
Bloomberg March 2010 - January 2013
JPMorgan March 2008 - November 2009
Bear Stearns April 2007 - March 2008
Assent LLC 2004 - 2007
Northwestern Mutual 2002 - 2004
Skills
Bloomberg, Equities, Finance, Hedge Funds, Series 7, Capital Markets, Fixed Income, Trading
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance
Paul Bowers's Bear Stearns Experience September 1986 - April 2001
Job Managing Director Lakeview Capital Partners
Industry Investment Management
Experience
Lakeview Capital Partners December 2014 - Present
Merrill Lynch September 2012 - December 2014
Independent Financial Professional January 2011 - August 2012
Oppenheimer & Co. March 2010 - December 2010
Independent Financial Professional March 2009 - February 2010
BTIG October 2008 - February 2009
Lehman Brothers May 2004 - January 2008
Lazard Freres & Co. 2002 - 2003
Octagon Asset Advisory LLC September 2001 - November 2002
Bear Stearns September 1986 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Derivatives, Investment Banking, Asset Managment, Financial Markets, ETFs, Options, Portfolio Management, Bloomberg, Investments, Technical Analysis, Electronic Trading, Equity Trading, Trading Systems, Equity Derivatives, Asset Allocation, Asset Management, Bonds, Commodity, Emerging Markets, Equity Research, Equity Valuation, FX Options, FINRA, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fund Of Funds, Hedging, Investment Advisory, Investment Management, Investment Strategies, Investor Relations, Mutual Funds, Private Equity, Proprietary Trading, Restructuring, Securities, Series 63, Series 7, Structured Products, Trading Strategies, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Finance & Economics
University of Miami (FL) 1982 — 1984
Lakeview Capital Partners December 2014 - Present
Merrill Lynch September 2012 - December 2014
Independent Financial Professional January 2011 - August 2012
Oppenheimer & Co. March 2010 - December 2010
Independent Financial Professional March 2009 - February 2010
BTIG October 2008 - February 2009
Lehman Brothers May 2004 - January 2008
Lazard Freres & Co. 2002 - 2003
Octagon Asset Advisory LLC September 2001 - November 2002
Bear Stearns September 1986 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Derivatives, Investment Banking, Asset Managment, Financial Markets, ETFs, Options, Portfolio Management, Bloomberg, Investments, Technical Analysis, Electronic Trading, Equity Trading, Trading Systems, Equity Derivatives, Asset Allocation, Asset Management, Bonds, Commodity, Emerging Markets, Equity Research, Equity Valuation, FX Options, FINRA, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fund Of Funds, Hedging, Investment Advisory, Investment Management, Investment Strategies, Investor Relations, Mutual Funds, Private Equity, Proprietary Trading, Restructuring, Securities, Series 63, Series 7, Structured Products, Trading Strategies, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Finance & Economics
University of Miami (FL) 1982 — 1984
Richard Ellsworth's Bear Stearns Experience July 2000 - July 2006
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase July 2006 - Present
Bear Stearns July 2000 - July 2006
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Syracuse University
JP Morgan Chase July 2006 - Present
Bear Stearns July 2000 - July 2006
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Syracuse University
Franco De Nigris's Bear Stearns Experience June 2004 - July 2008
Job Director at Scotia Capital
Industry Financial Services
Experience
Scotiabank GBM January 2010 - Present
Zagax Capital, LLC August 2008 - January 2010
Bear Stearns June 2004 - July 2008
Mexico Ministry of Finance 2000 - 2004
Education
Tecnológico de Monterrey 1995 — 2000
BA, Economics
Scotiabank GBM January 2010 - Present
Zagax Capital, LLC August 2008 - January 2010
Bear Stearns June 2004 - July 2008
Mexico Ministry of Finance 2000 - 2004
Education
Tecnológico de Monterrey 1995 — 2000
BA, Economics
Quentin Hicks's Bear Stearns Experience August 2004 - February 2006
Job VP Finance at Halcon Resources Corporation
Industry Banking
Experience
Halcon Resources Corporation August 2012 - Present
Georesources Inc February 2011 - July 2012
Madison Williams and Company January 2010 - February 2011
SMH Capital January 2007 - December 2010
Bear Stearns August 2004 - February 2006
Skills
Financial Analysis, Financial Modeling, Finance, Restructuring, Banking, Risk Management, Credit, Sarbanes-Oxley Act, Accounting, Financial Reporting, Strategic Planning, Process Improvement, Enterprise Risk..., Strategy, Business Analysis, Internal Controls, Data Analysis, Business Strategy
Education
Vanderbilt University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Texas A&M University 1993 — 1998
BBA, Accounting
Halcon Resources Corporation August 2012 - Present
Georesources Inc February 2011 - July 2012
Madison Williams and Company January 2010 - February 2011
SMH Capital January 2007 - December 2010
Bear Stearns August 2004 - February 2006
Skills
Financial Analysis, Financial Modeling, Finance, Restructuring, Banking, Risk Management, Credit, Sarbanes-Oxley Act, Accounting, Financial Reporting, Strategic Planning, Process Improvement, Enterprise Risk..., Strategy, Business Analysis, Internal Controls, Data Analysis, Business Strategy
Education
Vanderbilt University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Texas A&M University 1993 — 1998
BBA, Accounting
Casandra Fung's Bear Stearns Experience 2001 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bear Stearns 2001 - 2007
Credit Suisse First Boston October 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - October 2000
Salomon Smith Barney June 1997 - March 1999
PricewaterhouseCoopers January 1997 - May 1997
Morgan Stanley February 1996 - December 1996
JP Morgan July 1995 - February 1996
Education
Stevens Institute of Technology 1997 — 1999
Information Management
New York University - Leonard N. Stern School of Business 1993 — 1997
Finance/Information Systems/Management
Bear Stearns 2001 - 2007
Credit Suisse First Boston October 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - October 2000
Salomon Smith Barney June 1997 - March 1999
PricewaterhouseCoopers January 1997 - May 1997
Morgan Stanley February 1996 - December 1996
JP Morgan July 1995 - February 1996
Education
Stevens Institute of Technology 1997 — 1999
Information Management
New York University - Leonard N. Stern School of Business 1993 — 1997
Finance/Information Systems/Management
Jiande He's Bear Stearns Experience February 2006 - May 2008
Job Global Prime Finance Senior Manager at Scotia Bank
Industry Financial Services
Experience
Scotia Bank May 2011 - Present
Barclays Capital September 2008 - May 2011
Lehman Brothers May 2008 - September 2008
Bear Stearns February 2006 - May 2008
UBS Wealth Management July 2005 - February 2006
Skills
Derivatives, Equities, Finance, Fixed Income, Prime Brokerage, Trading Systems, Trading, Investment Banking
Education
Stony Brook University 2001 — 2005
BS, Information Systems
Scotia Bank May 2011 - Present
Barclays Capital September 2008 - May 2011
Lehman Brothers May 2008 - September 2008
Bear Stearns February 2006 - May 2008
UBS Wealth Management July 2005 - February 2006
Skills
Derivatives, Equities, Finance, Fixed Income, Prime Brokerage, Trading Systems, Trading, Investment Banking
Education
Stony Brook University 2001 — 2005
BS, Information Systems
Clint Rhodes's Bear Stearns Experience 2006 - October 2008
Job Lead Engineer at Match.com
Industry Internet
Experience
Match.com October 2013 - Present
J.P. Morgan October 2008 - 2013
Bear Stearns 2006 - October 2008
Centex Homes 2003 - 2006
Verizon 2000 - 2003
Skills
Process Improvement, SDLC, Portfolio Management, Business Analysis, Systems Analysis, Financial Modeling, SharePoint, Software Documentation, Access, Data Analysis, Microsoft SQL Server, Valuation, Analysis, Financial Analysis, Business Intelligence
Education
Texas Tech University 1996 — 1999
West Texas A&M University 1993 — 1996
Match.com October 2013 - Present
J.P. Morgan October 2008 - 2013
Bear Stearns 2006 - October 2008
Centex Homes 2003 - 2006
Verizon 2000 - 2003
Skills
Process Improvement, SDLC, Portfolio Management, Business Analysis, Systems Analysis, Financial Modeling, SharePoint, Software Documentation, Access, Data Analysis, Microsoft SQL Server, Valuation, Analysis, Financial Analysis, Business Intelligence
Education
Texas Tech University 1996 — 1999
West Texas A&M University 1993 — 1996
Douglas Kamin's Bear Stearns Experience 2003 - 2007
Job Senior Compliance Consultant at Regulatory Compliance, LLC
Industry Financial Services
Experience
Regulatory Compliance, LLC February 2015 - Present
Resources Global Professionals 2008 - February 2015
Financial Compliance Services November 2007 - February 2015
Bear Stearns 2003 - 2007
Prudential Securities 1994 - 2003
Safian Investment Research 1991 - 1994
NASD 1986 - 1989
Skills
AML, Due Diligence, Hedge Funds, Asset Management, Investment Advisory, Compliance, Auditing, Securities, Compliance Management, Regulatory Reporting, Risk Assessment, FINRA, Operational Risk..., Policy, KYC, Mutual Funds, Series 7, Equities, Asset Allocation, Wealth Management, Capital Markets, Trading, Financial Services, Financial Risk, Private Equity, Loans, Fixed Income, Investment Banking, Derivatives, Portfolio Management, Corporate Governance, Investment Management, Alternative Investments, Mergers & Acquisitions, Insurance, Finance, Anti Money Laundering
Education
Syracuse University 1981 — 1985
Bachelor's degree, Economics
Regulatory Compliance, LLC February 2015 - Present
Resources Global Professionals 2008 - February 2015
Financial Compliance Services November 2007 - February 2015
Bear Stearns 2003 - 2007
Prudential Securities 1994 - 2003
Safian Investment Research 1991 - 1994
NASD 1986 - 1989
Skills
AML, Due Diligence, Hedge Funds, Asset Management, Investment Advisory, Compliance, Auditing, Securities, Compliance Management, Regulatory Reporting, Risk Assessment, FINRA, Operational Risk..., Policy, KYC, Mutual Funds, Series 7, Equities, Asset Allocation, Wealth Management, Capital Markets, Trading, Financial Services, Financial Risk, Private Equity, Loans, Fixed Income, Investment Banking, Derivatives, Portfolio Management, Corporate Governance, Investment Management, Alternative Investments, Mergers & Acquisitions, Insurance, Finance, Anti Money Laundering
Education
Syracuse University 1981 — 1985
Bachelor's degree, Economics
Michele Mohler Segalla's Bear Stearns Experience January 1999 - May 2008
Job Managing Partner at CFC Capital
Industry Financial Services
Experience
CFC Capital March 2013 - Present
Zelman & Associates May 2008 - February 2013
Bear Stearns January 1999 - May 2008
JPMorgan June 1989 - January 1999
Skills
Equities, Institutional Sales, Equity Research, Real Estate, Financial Modeling, Leadership, Finance, Capital Markets, Due Diligence, Investments, Investment Banking, Hedge Funds, Asset Management, Valuation, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Syracuse University 1985 — 1989
BS, Finance, Marketing
Brockport High School 1981 — 1985
CFC Capital March 2013 - Present
Zelman & Associates May 2008 - February 2013
Bear Stearns January 1999 - May 2008
JPMorgan June 1989 - January 1999
Skills
Equities, Institutional Sales, Equity Research, Real Estate, Financial Modeling, Leadership, Finance, Capital Markets, Due Diligence, Investments, Investment Banking, Hedge Funds, Asset Management, Valuation, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Syracuse University 1985 — 1989
BS, Finance, Marketing
Brockport High School 1981 — 1985
Nicole Haskins-Ross's Bear Stearns Experience May 2004 - August 2008
Job Collateral Manager at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase August 2008 - Present
Bear Stearns May 2004 - August 2008
Refco July 2001 - May 2004
Refco Securities LLC 2001 - 2004
National Discount Brokers 1999 - 2001
Skills
Equities, Middle Office, Prime Brokerage, Fixed Income, Derivatives, Equity Derivatives, Hedge Funds, Bloomberg, FX Options, Options, Securities, Securities Lending, Settlement, Investment Banking
Education
Stony Brook University 1991 — 1995
Stony Brook University
JPMorgan Chase August 2008 - Present
Bear Stearns May 2004 - August 2008
Refco July 2001 - May 2004
Refco Securities LLC 2001 - 2004
National Discount Brokers 1999 - 2001
Skills
Equities, Middle Office, Prime Brokerage, Fixed Income, Derivatives, Equity Derivatives, Hedge Funds, Bloomberg, FX Options, Options, Securities, Securities Lending, Settlement, Investment Banking
Education
Stony Brook University 1991 — 1995
Stony Brook University
Bob Rowe's Bear Stearns Experience January 1995 - January 2001
Job Cerberus Capital Management Information Technology
Industry Information Technology and Services
Experience
Cerberus Capital Management LLC May 2008 - Present
2003 - 2008 Bear Stearns July 2003 - June 2008
Allegheny Energy January 2001 - January 2003
Bear Stearns January 1995 - January 2001
Skills
Executive Management, Active Directory, Change Management, DNS, Security, Microsoft Exchange, Technical Support, IT Management, Cisco Technologies, VMware, TCP/IP, Linux, Servers, Disaster Recovery, Firewalls, VPN, Cloud Computing, Computer Hardware, IT Operations
Education
State University of New York Empire State College 1982 — 1995
Bachelor of Science (B.S.), Computer Science
Cerberus Capital Management LLC May 2008 - Present
2003 - 2008 Bear Stearns July 2003 - June 2008
Allegheny Energy January 2001 - January 2003
Bear Stearns January 1995 - January 2001
Skills
Executive Management, Active Directory, Change Management, DNS, Security, Microsoft Exchange, Technical Support, IT Management, Cisco Technologies, VMware, TCP/IP, Linux, Servers, Disaster Recovery, Firewalls, VPN, Cloud Computing, Computer Hardware, IT Operations
Education
State University of New York Empire State College 1982 — 1995
Bachelor of Science (B.S.), Computer Science
Narine Mirzayan's Bear Stearns Experience January 2005 - March 2009
Job Owner at Perifectly Unique
Industry Financial Services
Experience
Perifectly Unik March 2015 - Present
Direct Edge December 2011 - August 2014
Direct Edge July 2009 - December 2011
Bear Stearns January 2005 - March 2009
Rosenthal & Mintz LLP November 2004 - January 2005
RAM Industrial Service Inc. 2003 - 2005
Kentstruction Inc. 1997 - 2003
Skills
Securities, Account Reconciliation, Accounting, Financial Analysis, Payroll, Accounts Payable, Accounts Receivable, Great Plains Software, QuickBooks, Outlook, Financial Statements, Internal Audit, Microsoft Excel, Pivot Tables, Invoicing, Flow Charts, Human Resources, Risk Management, Due Diligence, Management, Monthly Close, Derivatives, Investments, Budget Process, Budget Monitoring, Bank Reconciliation, ITIL Certified, Analysis, Budgets, Variance Analysis
Education
Paralegal Studies at Stony Brook 2003 — 2003
Paralegal Certificate
Stony Brook University 2000 — 2002
Minor
Stony Brook University 1998 — 2002
BS
Perifectly Unik March 2015 - Present
Direct Edge December 2011 - August 2014
Direct Edge July 2009 - December 2011
Bear Stearns January 2005 - March 2009
Rosenthal & Mintz LLP November 2004 - January 2005
RAM Industrial Service Inc. 2003 - 2005
Kentstruction Inc. 1997 - 2003
Skills
Securities, Account Reconciliation, Accounting, Financial Analysis, Payroll, Accounts Payable, Accounts Receivable, Great Plains Software, QuickBooks, Outlook, Financial Statements, Internal Audit, Microsoft Excel, Pivot Tables, Invoicing, Flow Charts, Human Resources, Risk Management, Due Diligence, Management, Monthly Close, Derivatives, Investments, Budget Process, Budget Monitoring, Bank Reconciliation, ITIL Certified, Analysis, Budgets, Variance Analysis
Education
Paralegal Studies at Stony Brook 2003 — 2003
Paralegal Certificate
Stony Brook University 2000 — 2002
Minor
Stony Brook University 1998 — 2002
BS
Ben J. Szwalbenest's Bear Stearns Experience January 2001 - March 2008
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2014 - Present
Amalgamated Bank November 2011 - September 2014
Consulting Services July 2010 - November 2011
JP Morgan Chase & Co, (initially hired by The Bear Stearns Co. Inc.) December 1989 - June 2010
Custodial Trust Company (a subsidiary of The Bear Stearns Co. Inc.) 2001 - May 2009
Bear Stearns January 2001 - March 2008
Custodial Trust Company 1989 - 2001
Federal Reserve Bank of New York 1986 - 1989
Skills
Wealth Management, AML, Securities Lending, Compliance, Banking, Corporate Governance, Mergers, Securities, Enterprise Risk..., Trust, Regulatory Affairs, OFAC, Chief Compliance Officer, Credit, Loans, Portfolio Management, Alternative Investments, Capital Markets, KYC, Financial Services, Equities, Risk Management, Fixed Income, Financial Risk, Operational Risk, Strategy, Mergers & Acquisitions, Investment Banking, Derivatives, Private Banking, Due Diligence, Private Equity, Structured Finance, Anti Money Laundering
Education
Temple University - James E. Beasley School of Law 1978 — 1981
Juris Doctor
Temple University - Fox School of Business and Management 1974 — 1978
BBA, Economics
Neuberger Berman September 2014 - Present
Amalgamated Bank November 2011 - September 2014
Consulting Services July 2010 - November 2011
JP Morgan Chase & Co, (initially hired by The Bear Stearns Co. Inc.) December 1989 - June 2010
Custodial Trust Company (a subsidiary of The Bear Stearns Co. Inc.) 2001 - May 2009
Bear Stearns January 2001 - March 2008
Custodial Trust Company 1989 - 2001
Federal Reserve Bank of New York 1986 - 1989
Skills
Wealth Management, AML, Securities Lending, Compliance, Banking, Corporate Governance, Mergers, Securities, Enterprise Risk..., Trust, Regulatory Affairs, OFAC, Chief Compliance Officer, Credit, Loans, Portfolio Management, Alternative Investments, Capital Markets, KYC, Financial Services, Equities, Risk Management, Fixed Income, Financial Risk, Operational Risk, Strategy, Mergers & Acquisitions, Investment Banking, Derivatives, Private Banking, Due Diligence, Private Equity, Structured Finance, Anti Money Laundering
Education
Temple University - James E. Beasley School of Law 1978 — 1981
Juris Doctor
Temple University - Fox School of Business and Management 1974 — 1978
BBA, Economics
Kristen Reifsnyder's Bear Stearns Experience 2000 - 2008
Job Risk Management Professional
Industry Financial Services
Experience
Bear Stearns 2000 - 2008
Moody's Investors Service September 1993 - March 2000
New York City OMB/New York Muni Water Finance Authority September 1986 - August 1993
Education
Institute of Culinary Education
Diploma, Pastry and Baking Arts
New York University - Leonard N. Stern School of Business
Stony Brook University
MS, Policy Analysis and Public Management
Stony Brook University
BA, Economics
Bear Stearns 2000 - 2008
Moody's Investors Service September 1993 - March 2000
New York City OMB/New York Muni Water Finance Authority September 1986 - August 1993
Education
Institute of Culinary Education
Diploma, Pastry and Baking Arts
New York University - Leonard N. Stern School of Business
Stony Brook University
MS, Policy Analysis and Public Management
Stony Brook University
BA, Economics
Sammi Zhao's Bear Stearns Experience August 2007 - June 2008
Job Associate at JP Morgan
Industry Financial Services
Experience
JPMorgan June 2008 - Present
Bear Stearns August 2007 - June 2008
Skills
Capital Markets, Financial Analysis, Financial Modeling, Financial Reporting, Equities, Portfolio Management, Fixed Income
Education
Stony Brook University
JPMorgan June 2008 - Present
Bear Stearns August 2007 - June 2008
Skills
Capital Markets, Financial Analysis, Financial Modeling, Financial Reporting, Equities, Portfolio Management, Fixed Income
Education
Stony Brook University
Ralph Bove's Bear Stearns Experience September 1996 - February 2009
Job Manager Financial Accounting at TD Securities
Industry Financial Services
Experience
TD Securities September 2010 - Present
Deutsche Bank December 2009 - September 2010
Bear Stearns September 1996 - February 2009
Skills
Fixed Income, Credit Derivatives, Capital Markets, Convertible Bonds, Series 99, Derivatives, Equities, Bloomberg, Financial Reporting, Hedge Funds, Interest Rate..., Financial Modeling, Valuation, Investment Banking, Corporate Finance
Education
Syracuse University 1991 — 1996
BA
TD Securities September 2010 - Present
Deutsche Bank December 2009 - September 2010
Bear Stearns September 1996 - February 2009
Skills
Fixed Income, Credit Derivatives, Capital Markets, Convertible Bonds, Series 99, Derivatives, Equities, Bloomberg, Financial Reporting, Hedge Funds, Interest Rate..., Financial Modeling, Valuation, Investment Banking, Corporate Finance
Education
Syracuse University 1991 — 1996
BA
Adam Green's Bear Stearns Experience August 2005 - December 2005
Job CoFounder & Chief Strategy Officer at MoneyLion
Industry Internet
Experience
MoneyLion June 2013 - Present
Northport Investments January 2013 - Present
UJA-Federation of New York September 2008 - Present
LocalVox November 2011 - December 2012
Kohlberg Capital Corporation June 2011 - December 2011
Citadel Investment Group April 2010 - May 2011
Wedding Relay 2008 - 2010
BanyanLink February 2008 - December 2009
Calyon November 2006 - June 2008
Bear Stearns August 2005 - December 2005
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Strategic Planning, Venture Capital, Private Equity, Business Strategy, Entrepreneurship, Alternative Investments, Banking, Negotiation, Management Consulting, Customer Relations, Bloomberg, New Business Development, Competitive Analysis, Hedge Funds, Excel, Budgeting, Product Development, Fundraising, Start-ups, Fixed Income, Healthcare, Asset Management, Marketing Strategy, Restructuring, Product Management, Online Marketing, Research, Social Media Marketing, Team Building, Strategy Development, PowerPoint, Real Estate, Account Management, eBusiness, Investment..., Investment Analysis, Due Diligence, Business Development, Sales, Marketing, Change Management, Organizational Structure, Strategic Partnerships, Social Media
Education
Syracuse University 2002 — 2006
B.S., Entrepreneurship and Emerging Enterprises, Finance, Accounting
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
B.S., Finance, Entrepreneurship and Emerging Enterprises, Accounting
MoneyLion June 2013 - Present
Northport Investments January 2013 - Present
UJA-Federation of New York September 2008 - Present
LocalVox November 2011 - December 2012
Kohlberg Capital Corporation June 2011 - December 2011
Citadel Investment Group April 2010 - May 2011
Wedding Relay 2008 - 2010
BanyanLink February 2008 - December 2009
Calyon November 2006 - June 2008
Bear Stearns August 2005 - December 2005
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Strategic Planning, Venture Capital, Private Equity, Business Strategy, Entrepreneurship, Alternative Investments, Banking, Negotiation, Management Consulting, Customer Relations, Bloomberg, New Business Development, Competitive Analysis, Hedge Funds, Excel, Budgeting, Product Development, Fundraising, Start-ups, Fixed Income, Healthcare, Asset Management, Marketing Strategy, Restructuring, Product Management, Online Marketing, Research, Social Media Marketing, Team Building, Strategy Development, PowerPoint, Real Estate, Account Management, eBusiness, Investment..., Investment Analysis, Due Diligence, Business Development, Sales, Marketing, Change Management, Organizational Structure, Strategic Partnerships, Social Media
Education
Syracuse University 2002 — 2006
B.S., Entrepreneurship and Emerging Enterprises, Finance, Accounting
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
B.S., Finance, Entrepreneurship and Emerging Enterprises, Accounting
Neel Chary's Bear Stearns Experience July 2007 - June 2008
Job
Industry Investment Banking
Experience
Houlihan Lokey April 2014 - Present
Houlihan Lokey July 2010 - April 2014
Houlihan Lokey October 2008 - July 2010
Bear Stearns July 2007 - June 2008
J.P. Morgan May 2006 - August 2006
Skills
Private Equity, Financial Modeling, Restructuring, Valuation, Investment Banking, Capital Markets, Corporate Finance
Education
Syracuse University - Martin J. Whitman School of Management
B.S. & B.A., Finance, Economics
Houlihan Lokey April 2014 - Present
Houlihan Lokey July 2010 - April 2014
Houlihan Lokey October 2008 - July 2010
Bear Stearns July 2007 - June 2008
J.P. Morgan May 2006 - August 2006
Skills
Private Equity, Financial Modeling, Restructuring, Valuation, Investment Banking, Capital Markets, Corporate Finance
Education
Syracuse University - Martin J. Whitman School of Management
B.S. & B.A., Finance, Economics
Haider, Farhan's Bear Stearns Experience September 2004 - May 2007
Job Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young December 2012 - Present
Deloitte Consulting LLP June 2010 - December 2012
PepsiCo April 2007 - December 2009
Bear Stearns September 2004 - May 2007
Skills
Financial Modeling, Corporate Finance, Acquisition Integration, Financial Reporting, Risk Management, Financial Analysis, Strategic Financial..., Forecasting, Finance, Strategic Planning, Management, Leadership, Management Consulting, Business Process..., Sarbanes-Oxley Act, Mergers & Acquisitions
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2009
MBA, Executive MBA
Stony Brook University 1997 — 2000
BA, Economics
Ernst & Young December 2012 - Present
Deloitte Consulting LLP June 2010 - December 2012
PepsiCo April 2007 - December 2009
Bear Stearns September 2004 - May 2007
Skills
Financial Modeling, Corporate Finance, Acquisition Integration, Financial Reporting, Risk Management, Financial Analysis, Strategic Financial..., Forecasting, Finance, Strategic Planning, Management, Leadership, Management Consulting, Business Process..., Sarbanes-Oxley Act, Mergers & Acquisitions
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2009
MBA, Executive MBA
Stony Brook University 1997 — 2000
BA, Economics
Colleen Hanretty's Bear Stearns Experience 1995 - 2008
Job VP at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan VPJP Morgan Chase & Co.2008 - Present
Bear Stearns 1995 - 2008
Education
Stony Brook University
JP Morgan VPJP Morgan Chase & Co.2008 - Present
Bear Stearns 1995 - 2008
Education
Stony Brook University
Paul Takats's Bear Stearns Experience March 2003 - February 2004
Job Trader
Industry Financial Services
Experience
Deerfield Management March 2010 - Present
RBC Capital Markets March 2009 - March 2010
Banc of America Securities March 2005 - January 2009
Bank of America 2005 - 2009
Blumberg Capital 2004 - 2005
Bear Stearns March 2003 - February 2004
Goldman Sachs December 1992 - February 2003
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Fianance/Intl Finance
Stony Brook University 1985 — 1989
BA, Economics/Intl Economics
Deerfield Management March 2010 - Present
RBC Capital Markets March 2009 - March 2010
Banc of America Securities March 2005 - January 2009
Bank of America 2005 - 2009
Blumberg Capital 2004 - 2005
Bear Stearns March 2003 - February 2004
Goldman Sachs December 1992 - February 2003
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Fianance/Intl Finance
Stony Brook University 1985 — 1989
BA, Economics/Intl Economics
Helene Luk's Bear Stearns Experience August 1995 - May 2008
Job VP at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns August 1995 - May 2008
Education
Stony Brook University
M.S., Applied Mathematics & Statistics
JPMorgan Chase June 2008 - Present
Bear Stearns August 1995 - May 2008
Education
Stony Brook University
M.S., Applied Mathematics & Statistics
Corlis David's Bear Stearns Experience 1997 - 2008
Job Compliance Analyst at RCap Securities, Inc
Industry Financial Services
Experience
RCap Securities, Inc June 2012 - Present
MF Global April 2009 - November 2011
Bear Stearns 1997 - 2008
Education
Stony Brook University
BA, Economics
RCap Securities, Inc June 2012 - Present
MF Global April 2009 - November 2011
Bear Stearns 1997 - 2008
Education
Stony Brook University
BA, Economics
Dillon Vestal's Bear Stearns Experience 2002 - 2006
Job Vice President at CoreLogic
Industry Financial Services
Experience
CoreLogic July 2007 - Present
Q Investments April 2006 - July 2007
Bear Stearns 2002 - 2006
Skills
Financial Modeling, Valuation, Analytics, Microsoft Excel, Business Intelligence, Banking, Business Analysis, Capital Markets, Credit, Credit Risk, Financial Analysis, Financial Services, Loans, Mortgage Lending, Portfolio Management, Risk Management, Strategic Planning
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2003
BBA, Finance
CoreLogic July 2007 - Present
Q Investments April 2006 - July 2007
Bear Stearns 2002 - 2006
Skills
Financial Modeling, Valuation, Analytics, Microsoft Excel, Business Intelligence, Banking, Business Analysis, Capital Markets, Credit, Credit Risk, Financial Analysis, Financial Services, Loans, Mortgage Lending, Portfolio Management, Risk Management, Strategic Planning
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2003
BBA, Finance
Robert Rizzo's Bear Stearns Experience October 1994 - October 1995
Job Vice President at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo September 2010 - Present
Sagasis LLC November 2006 - October 2010
Wachovia Securities, LLC November 1995 - November 2006
Bear Stearns October 1994 - October 1995
Morgan Stanley 1992 - 1994
Education
Stony Brook University 1987 — 1992
BS, Computer Science
Wells Fargo September 2010 - Present
Sagasis LLC November 2006 - October 2010
Wachovia Securities, LLC November 1995 - November 2006
Bear Stearns October 1994 - October 1995
Morgan Stanley 1992 - 1994
Education
Stony Brook University 1987 — 1992
BS, Computer Science
Dan Rubenstein's Bear Stearns Experience 2006 - 2008
Job Chairman at Let's Think Wireless
Industry Computer Networking
Experience
Let's Think Wireless June 2012 - Present
Omek Interactive November 2010 - Present
Chestnut Street Capital Group 2009 - Present
Bear Stearns 2006 - 2008
Merrill Lynch 1989 - 2006
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA with Distinction, dual concentration in finance and management
Swarthmore College 1980 — 1984
BA with High Honors, political science and economics
The Haverford School 1974 — 1980
Let's Think Wireless June 2012 - Present
Omek Interactive November 2010 - Present
Chestnut Street Capital Group 2009 - Present
Bear Stearns 2006 - 2008
Merrill Lynch 1989 - 2006
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA with Distinction, dual concentration in finance and management
Swarthmore College 1980 — 1984
BA with High Honors, political science and economics
The Haverford School 1974 — 1980
Marc Suits's Bear Stearns Experience September 2006 - July 2008
Job Mortgage Professional
Industry Banking
Experience
Citigroup March 2009 - Present
Lone Star Funds / Caliber Funding July 2008 - March 2009
Bear Stearns September 2006 - July 2008
Aames Home Loan August 2005 - September 2006
Education
Texas A&M University-Commerce
General Studies
Citigroup March 2009 - Present
Lone Star Funds / Caliber Funding July 2008 - March 2009
Bear Stearns September 2006 - July 2008
Aames Home Loan August 2005 - September 2006
Education
Texas A&M University-Commerce
General Studies
Ted Bicking's Bear Stearns Experience 2004 - 2004
Job at RBS Global Banking & Markets
Industry Financial Services
Experience
RBS Global Banking & Markets February 2009 - Present
Lehman Brothers October 2004 - October 2008
Bear Stearns 2004 - 2004
Telerate Systems 1995 - 2003
Dow Jones Telerate 1995 - 2000
Telerate 1995 - 1998
W&H Systems 1988 - 1992
Skills
Electronic Trading, Fixed Income, Low Latency, Trading Systems, Java, Market Data, Business Analysis, Derivatives, Equity Derivatives, Sybase, Trading, Integration, Bloomberg, Capital Markets
Education
Stevens Institute of Technology 1982 — 1986
BE, Electrical Engineering
RBS Global Banking & Markets February 2009 - Present
Lehman Brothers October 2004 - October 2008
Bear Stearns 2004 - 2004
Telerate Systems 1995 - 2003
Dow Jones Telerate 1995 - 2000
Telerate 1995 - 1998
W&H Systems 1988 - 1992
Skills
Electronic Trading, Fixed Income, Low Latency, Trading Systems, Java, Market Data, Business Analysis, Derivatives, Equity Derivatives, Sybase, Trading, Integration, Bloomberg, Capital Markets
Education
Stevens Institute of Technology 1982 — 1986
BE, Electrical Engineering
Sean M. Hall's Bear Stearns Experience May 1997 - February 1998
Job Associate Director Development at KPMG
Industry Information Technology and Services
Experience
KPMG January 2001 - Present
Suburban Propane 1998 - 2001
Bear Stearns May 1997 - February 1998
Scudder, Stevens and Clark November 1996 - May 1997
United Water September 1994 - November 1996
Skills
SQR, PeopleSoft, SQL, Security, SDLC, Human Resources, IT Strategy, PMP, Payroll, Personnel Management, Disaster Recovery, Vendor Management, Leadership, IT Management, ERP, Business Analysis, Data Conversion, Business Process, Oracle, SAP, Software Documentation, Process Improvement, Integration, Requirements Analysis, IT Service Management, Change Management, Governance, PMO, Business Intelligence, Business Process..., Project Portfolio..., Enterprise Architecture, Business Transformation, Information Technology, Software Project..., Outsourcing, ITIL, Solution Architecture, SharePoint, Business Process Design, Data Warehousing, Program Management, Requirements Gathering, Visio, Consulting, Resource Management, CRM, Management Consulting, Professional Services, IT Operations
Education
Stevens Institute of Technology 1991 — 1995
MS, Information Management
Stevens Institute of Technology 1983 — 1987
BS, System Planning and Management
KPMG January 2001 - Present
Suburban Propane 1998 - 2001
Bear Stearns May 1997 - February 1998
Scudder, Stevens and Clark November 1996 - May 1997
United Water September 1994 - November 1996
Skills
SQR, PeopleSoft, SQL, Security, SDLC, Human Resources, IT Strategy, PMP, Payroll, Personnel Management, Disaster Recovery, Vendor Management, Leadership, IT Management, ERP, Business Analysis, Data Conversion, Business Process, Oracle, SAP, Software Documentation, Process Improvement, Integration, Requirements Analysis, IT Service Management, Change Management, Governance, PMO, Business Intelligence, Business Process..., Project Portfolio..., Enterprise Architecture, Business Transformation, Information Technology, Software Project..., Outsourcing, ITIL, Solution Architecture, SharePoint, Business Process Design, Data Warehousing, Program Management, Requirements Gathering, Visio, Consulting, Resource Management, CRM, Management Consulting, Professional Services, IT Operations
Education
Stevens Institute of Technology 1991 — 1995
MS, Information Management
Stevens Institute of Technology 1983 — 1987
BS, System Planning and Management
Christian Cederqvist's Bear Stearns Experience 2007 - 2008
Job Consultant at Blackstone
Industry Financial Services
Experience
The Blackstone Group 2008 - Present
Bear Stearns 2007 - 2008
Nomura Securities 2004 - 2007
GoldenTree Asset Management 2003 - 2004
Bond Technologies 1997 - 2003
Skills
Requirements Analysis, Business Analysis, Fixed Income, Hedge Funds, Trading Systems, Bloomberg, Equities, Capital Markets, Trading, Asset Management, Data Warehousing, Credit Derivatives, Securities, Derivatives, Valuation, Leadership, Market Data, Middle Office, Options, Private Equity, Relationship Building, Structured Products, Financial Modeling
Education
Syracuse University 1991 — 1995
BS
The Blackstone Group 2008 - Present
Bear Stearns 2007 - 2008
Nomura Securities 2004 - 2007
GoldenTree Asset Management 2003 - 2004
Bond Technologies 1997 - 2003
Skills
Requirements Analysis, Business Analysis, Fixed Income, Hedge Funds, Trading Systems, Bloomberg, Equities, Capital Markets, Trading, Asset Management, Data Warehousing, Credit Derivatives, Securities, Derivatives, Valuation, Leadership, Market Data, Middle Office, Options, Private Equity, Relationship Building, Structured Products, Financial Modeling
Education
Syracuse University 1991 — 1995
BS
LADDIE ONI's Bear Stearns Experience January 2007 - September 2008
Job Equipment Leasing and Finance Professional
Industry Financial Services
Experience
Equipment Leasing and Finance Professional. January 2013 - Present
Citibank NA October 2012 - December 2012
KEY CREDIT CORP. August 2011 - October 2012
Capital Funding January 2009 - June 2010
Bear Stearns January 2007 - September 2008
Bank of America May 1998 - December 2006
MetLife March 1992 - August 1994
PepsiCo August 1985 - September 1987
Skills
Loans, Mortgage Lending, Finance, Credit Analysis, Credit, Sales, Program Management, Refinance, Mortgage Banking, FHA, Financial Analysis, Funding, Management, Loan Origination, Financial Structuring, Strategic Planning, Analysis, New Business Development, Process Improvement, Investments, Commercial Lending, Banking, Business Development, Leadership, Portfolio Management, Negotiation, Financial Services
Education
University of North Texas 1984 — 1985
MS, FINANCE
Texas Southern University
BA, journalism, political science
Equipment Leasing and Finance Professional. January 2013 - Present
Citibank NA October 2012 - December 2012
KEY CREDIT CORP. August 2011 - October 2012
Capital Funding January 2009 - June 2010
Bear Stearns January 2007 - September 2008
Bank of America May 1998 - December 2006
MetLife March 1992 - August 1994
PepsiCo August 1985 - September 1987
Skills
Loans, Mortgage Lending, Finance, Credit Analysis, Credit, Sales, Program Management, Refinance, Mortgage Banking, FHA, Financial Analysis, Funding, Management, Loan Origination, Financial Structuring, Strategic Planning, Analysis, New Business Development, Process Improvement, Investments, Commercial Lending, Banking, Business Development, Leadership, Portfolio Management, Negotiation, Financial Services
Education
University of North Texas 1984 — 1985
MS, FINANCE
Texas Southern University
BA, journalism, political science
Francine Ritter's Bear Stearns Experience August 2004 - June 2008
Job Vice President, Regulatory Exam Management
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase & Co. June 2008 - August 2014
Bear Stearns August 2004 - June 2008
ABN AMRO Bank N.V. November 2002 - August 2004
Hogan & Hartson 2000 - 2002
U.S. Securities and Exchange Commission September 1997 - October 2000
Education
Suffolk University Law School 1993 — 1997
J.D.
New York University - Leonard N. Stern School of Business 1984 — 1987
B.S., Accounting, Economics
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase & Co. June 2008 - August 2014
Bear Stearns August 2004 - June 2008
ABN AMRO Bank N.V. November 2002 - August 2004
Hogan & Hartson 2000 - 2002
U.S. Securities and Exchange Commission September 1997 - October 2000
Education
Suffolk University Law School 1993 — 1997
J.D.
New York University - Leonard N. Stern School of Business 1984 — 1987
B.S., Accounting, Economics
Josh Hirschhorn's Bear Stearns Experience 2007 - 2008
Job Equity/Derivatives Trader at New Mountain Capital
Industry Investment Management
Experience
New Mountain Capital May 2008 - Present
Bear Stearns 2007 - 2008
United States Marine Corps 2003 - 2008
Education
NYU Stern School of Business 2011 — 2014
Master of Business Administration (MBA), Economics and Finance
SUNY Stony Brook
BA, Political Science, International Relations
New Mountain Capital May 2008 - Present
Bear Stearns 2007 - 2008
United States Marine Corps 2003 - 2008
Education
NYU Stern School of Business 2011 — 2014
Master of Business Administration (MBA), Economics and Finance
SUNY Stony Brook
BA, Political Science, International Relations
Daniel Fischer's Bear Stearns Experience 1996 - 2008
Job Senior Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald May 2014 - Present
Société Générale - Newedge May 2009 - May 2014
Natixis 2008 - 2009
Bear Stearns 1996 - 2008
Lehman Brothers 1994 - 1996
Skills
Alternative Investments, New Business Development, Equities, Derivatives, Fixed Income, Foreign Exchange, Hedge Funds, Management, Marketing, Options, Electronic Trading, Trading Systems, Trading Strategies, Prime Brokerage, Trading, Financial Markets, Asset Management, Capital Markets
Education
NYU Stern School of Business 1990 — 1992
MBA, Finance/International Business
SUNY Stony Brook
BA
Cantor Fitzgerald May 2014 - Present
Société Générale - Newedge May 2009 - May 2014
Natixis 2008 - 2009
Bear Stearns 1996 - 2008
Lehman Brothers 1994 - 1996
Skills
Alternative Investments, New Business Development, Equities, Derivatives, Fixed Income, Foreign Exchange, Hedge Funds, Management, Marketing, Options, Electronic Trading, Trading Systems, Trading Strategies, Prime Brokerage, Trading, Financial Markets, Asset Management, Capital Markets
Education
NYU Stern School of Business 1990 — 1992
MBA, Finance/International Business
SUNY Stony Brook
BA
David Durst's Bear Stearns Experience August 2005 - July 2008
Job Managing Director, FX Options at Natixis
Industry Financial Services
Experience
Natixis June 2008 - Present
Bear Stearns August 2005 - July 2008
Commonwealth Bank of Australia April 2002 - May 2005
Education
SUNY Stony Brook 1980 — 1984
Natixis June 2008 - Present
Bear Stearns August 2005 - July 2008
Commonwealth Bank of Australia April 2002 - May 2005
Education
SUNY Stony Brook 1980 — 1984
Bobby Tanev's Bear Stearns Experience July 2006 - July 2007
Job Portfolio Manager at Peters Capital Group
Industry Investment Management
Experience
Peters Capital Group June 2015 - Present
Cortex Capital March 2013 - June 2015
Kleinheinz Capital Partners August 2007 - February 2013
Bear Stearns July 2006 - July 2007
Morgan Stanley Private Wealth Management February 2005 - June 2006
EMC Mortgage Corp June 2004 - February 2005
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Equities, Investment Banking, Hedge Funds
Education
Texas Christian University 2001 — 2005
BBA, Finance & International Economics
Peters Capital Group June 2015 - Present
Cortex Capital March 2013 - June 2015
Kleinheinz Capital Partners August 2007 - February 2013
Bear Stearns July 2006 - July 2007
Morgan Stanley Private Wealth Management February 2005 - June 2006
EMC Mortgage Corp June 2004 - February 2005
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Equities, Investment Banking, Hedge Funds
Education
Texas Christian University 2001 — 2005
BBA, Finance & International Economics
John Van Clief's Bear Stearns Experience January 2001 - March 2003
Job Managing Partner at Radbourne Property Group
Industry Venture Capital & Private Equity
Experience
Radbourne Property Group January 2012 - Present
Athena Learning Centers 2013 - 2014
Spaha Capital Management, LLC August 2007 - February 2012
Woodward Skateparks, A Spaha Capital Management Company October 2008 - January 2011
Felix Investments December 2009 - December 2010
Matrix Investment Research April 2003 - October 2007
Bear Stearns January 2001 - March 2003
Legg Mason October 1998 - January 2001
Oppenheimer & Co. June 1992 - October 1998
Lehman Brothers August 1989 - June 1992
Skills
Investment Banking, Investments, Investment Strategies, Venture Capital, Mutual Funds, Management, Asset Allocation, Financial Advisory, Alternative Investments, Series 7, Capital Markets, Capital, Fixed Income, Securities, Banking, Bloomberg, Trading, Emerging Markets, Equity Research, Investor Relations, Funding, Structured Finance, LBO, Business Valuation, Fund Of Funds, Private Equity, Asset Management, Valuation, Economics, Options, Mergers, Hedge Funds, Financial Markets, Growth Capital, Corporate Development, Capital Raising, Financial Analysis, Investment Management, Corporate Finance, Equities, Financial Structuring, Mergers & Acquisitions, Wealth Management, Investment Advisory, Commodity, M&A experience, Due Diligence, IPO, Financial Modeling, Deal Sourcing
Education
New York University Graduate School or Arts and Sciences 1989 — 1991
Economics
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
BS and BA, Finance and Economics
Anna C Scott
Anna C Scott
PARK AVENUE METHODIST
Radbourne Property Group January 2012 - Present
Athena Learning Centers 2013 - 2014
Spaha Capital Management, LLC August 2007 - February 2012
Woodward Skateparks, A Spaha Capital Management Company October 2008 - January 2011
Felix Investments December 2009 - December 2010
Matrix Investment Research April 2003 - October 2007
Bear Stearns January 2001 - March 2003
Legg Mason October 1998 - January 2001
Oppenheimer & Co. June 1992 - October 1998
Lehman Brothers August 1989 - June 1992
Skills
Investment Banking, Investments, Investment Strategies, Venture Capital, Mutual Funds, Management, Asset Allocation, Financial Advisory, Alternative Investments, Series 7, Capital Markets, Capital, Fixed Income, Securities, Banking, Bloomberg, Trading, Emerging Markets, Equity Research, Investor Relations, Funding, Structured Finance, LBO, Business Valuation, Fund Of Funds, Private Equity, Asset Management, Valuation, Economics, Options, Mergers, Hedge Funds, Financial Markets, Growth Capital, Corporate Development, Capital Raising, Financial Analysis, Investment Management, Corporate Finance, Equities, Financial Structuring, Mergers & Acquisitions, Wealth Management, Investment Advisory, Commodity, M&A experience, Due Diligence, IPO, Financial Modeling, Deal Sourcing
Education
New York University Graduate School or Arts and Sciences 1989 — 1991
Economics
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
BS and BA, Finance and Economics
Anna C Scott
Anna C Scott
PARK AVENUE METHODIST
Linda Cobo's Bear Stearns Experience 2007 - 2007
Job at Premier Nationwide Lending
Industry Financial Services
Experience
Premier Nationwide Lending September 2013 - Present
Premier Nationwide Lending July 2009 - July 2013
Draper and Kramer February 2008 - June 2009
Bear Stearns 2007 - 2007
Countrywide KB Home Loans 2004 - 2005
Skills
USDA, Residential Mortgages, Credit, FHA, Refinance, Mortgage Banking, Loss Mitigation, Mortgage Underwriting, Loans, Loan Origination, Mortgage Lending, Underwriting, Cross Selling, Commercial Lending, Credit Analysis, Banking, Mortgage Servicing, Real Estate Financing, VA loans
Education
Texas A&M University 1998 — 2000
BA, English
Premier Nationwide Lending September 2013 - Present
Premier Nationwide Lending July 2009 - July 2013
Draper and Kramer February 2008 - June 2009
Bear Stearns 2007 - 2007
Countrywide KB Home Loans 2004 - 2005
Skills
USDA, Residential Mortgages, Credit, FHA, Refinance, Mortgage Banking, Loss Mitigation, Mortgage Underwriting, Loans, Loan Origination, Mortgage Lending, Underwriting, Cross Selling, Commercial Lending, Credit Analysis, Banking, Mortgage Servicing, Real Estate Financing, VA loans
Education
Texas A&M University 1998 — 2000
BA, English
Garrett Sokoloff's Bear Stearns Experience 1998 - 2006
Job Senior Managing Director at First Republic Bank specializing in Commercial Real Estate Finance
Industry Real Estate
Experience
First Republic Bank December 2011 - Present
UBS Investment Bank 2006 - 2011
Bear Stearns 1998 - 2006
Education
Syracuse University 1994 — 1998
BA, Marketing
Lincoln Sudbury
First Republic Bank December 2011 - Present
UBS Investment Bank 2006 - 2011
Bear Stearns 1998 - 2006
Education
Syracuse University 1994 — 1998
BA, Marketing
Lincoln Sudbury
Robert Franson's Bear Stearns Experience May 2000 - December 2001
Job Vice President at Ares Management
Industry Venture Capital & Private Equity
Experience
Ares Management January 2015 - Present
Energy Investors Funds April 2009 - December 2014
Bank of Ireland April 2007 - April 2009
GE - Energy Financial Services April 2005 - April 2007
Deutsche Bank December 2001 - April 2005
Bear Stearns May 2000 - December 2001
United States Marine Corps May 1994 - August 1998
Skills
Private Equity, Project Finance, Operational Planning, Power Generation, Energy, Natural Gas, Coal, Landfill Gas, LNG, Biomass, Pipelines, Deepwater Drilling, Portfolio Management, Risk Management, Structured Finance, Capital Markets, Financial Structuring, Investment Banking, Corporate Finance, Marine Corps, Military Operations, Military Experience
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
State University of New York Maritime College 1989 — 1993
Bachelor of Engineering (BEng), Naval Architecture and Marine Engineering
Lynbrook High School 1985 — 1989
High School
Ares Management January 2015 - Present
Energy Investors Funds April 2009 - December 2014
Bank of Ireland April 2007 - April 2009
GE - Energy Financial Services April 2005 - April 2007
Deutsche Bank December 2001 - April 2005
Bear Stearns May 2000 - December 2001
United States Marine Corps May 1994 - August 1998
Skills
Private Equity, Project Finance, Operational Planning, Power Generation, Energy, Natural Gas, Coal, Landfill Gas, LNG, Biomass, Pipelines, Deepwater Drilling, Portfolio Management, Risk Management, Structured Finance, Capital Markets, Financial Structuring, Investment Banking, Corporate Finance, Marine Corps, Military Operations, Military Experience
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
State University of New York Maritime College 1989 — 1993
Bachelor of Engineering (BEng), Naval Architecture and Marine Engineering
Lynbrook High School 1985 — 1989
High School
Michele Nesbitt's Bear Stearns Experience 1995 - 2006
Job at Axiom Capital Management
Industry Financial Services
Experience
private September 2009 - Present
JP Morgan October 2006 - December 2008
Bear Stearns 1995 - 2006
Sherman & Sterling January 1994 - October 1995
Skills
Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Access, Financial Analysis, Leadership, Investments, Financial Services, Equities, Hedge Funds, Management, Finance, Time Management, Risk Management, Sales, Series 7, Fixed Income, Bloomberg, Trading
Education
Suffolk County Community College
Early Childhood
private September 2009 - Present
JP Morgan October 2006 - December 2008
Bear Stearns 1995 - 2006
Sherman & Sterling January 1994 - October 1995
Skills
Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Access, Financial Analysis, Leadership, Investments, Financial Services, Equities, Hedge Funds, Management, Finance, Time Management, Risk Management, Sales, Series 7, Fixed Income, Bloomberg, Trading
Education
Suffolk County Community College
Early Childhood
Vincent Esposito's Bear Stearns Experience September 1994 - April 2005
Job Senior Recovery Solutions Architect at Sungard Availability Services
Industry Information Technology and Services
Experience
Sungard Availability Services January 2015 - Present
SunGard Availability Services June 2012 - Present
SunGard Availability Services May 2005 - June 2012
Bear Stearns September 1994 - April 2005
Skills
Disaster Recovery, Documentation, Computer Science, Business Continuity, Tape, Requirements Analysis, Troubleshooting, Operating Systems, Hardware, Deployment, System Administration, Data Center, Servers, Cluster, System Deployment, Software Documentation, AIX, Integration, Technical Support, HP, DNS, Testing, Security, IT Service Management, IT Management, Active Directory, Service Delivery, HP-UX, SAN, Windows Server, Unix, Red Hat Linux, Linux, High Availability, Cloud Computing, Storage, Virtualization, Storage Area Networks, Cisco Technologies, Solaris, TCP/IP, Network Security, ITIL, VMware, VMware ESX, VPN, IT Operations, Firewalls, IBM AIX
Education
Stony Brook University 1988 — 1993
BS, Computer Science
Sungard Availability Services January 2015 - Present
SunGard Availability Services June 2012 - Present
SunGard Availability Services May 2005 - June 2012
Bear Stearns September 1994 - April 2005
Skills
Disaster Recovery, Documentation, Computer Science, Business Continuity, Tape, Requirements Analysis, Troubleshooting, Operating Systems, Hardware, Deployment, System Administration, Data Center, Servers, Cluster, System Deployment, Software Documentation, AIX, Integration, Technical Support, HP, DNS, Testing, Security, IT Service Management, IT Management, Active Directory, Service Delivery, HP-UX, SAN, Windows Server, Unix, Red Hat Linux, Linux, High Availability, Cloud Computing, Storage, Virtualization, Storage Area Networks, Cisco Technologies, Solaris, TCP/IP, Network Security, ITIL, VMware, VMware ESX, VPN, IT Operations, Firewalls, IBM AIX
Education
Stony Brook University 1988 — 1993
BS, Computer Science
Jaclyn Dorman's Bear Stearns Experience May 2007 - August 2007
Job Program Delivery Manager at QualityHealth
Industry Marketing and Advertising
Experience
QualityHealth May 2014 - Present
Acceleration Partners August 2013 - March 2014
Flex Marketing Group January 2012 - August 2013
Flex Marketing Group January 2010 - January 2012
Graj + Gustavsen Inc. (G+G) May 2008 - August 2008
Bear Stearns May 2007 - August 2007
Skills
Affiliate Marketing, Online Marketing, Market Research, Email Marketing, Digital Marketing, Online Advertising, Digital Strategy, Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Marketing
QualityHealth May 2014 - Present
Acceleration Partners August 2013 - March 2014
Flex Marketing Group January 2012 - August 2013
Flex Marketing Group January 2010 - January 2012
Graj + Gustavsen Inc. (G+G) May 2008 - August 2008
Bear Stearns May 2007 - August 2007
Skills
Affiliate Marketing, Online Marketing, Market Research, Email Marketing, Digital Marketing, Online Advertising, Digital Strategy, Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Marketing
Trevor King's Bear Stearns Experience March 1999 - April 2000
Job Senior Technical Specialist at Citigroup
Industry Financial Services
Experience
Citigroup September 2010 - Present
Merrill Lynch (BofA) November 2009 - September 2010
MarketAxess April 2000 - July 2009
TradingEdge April 2000 - March 2001
Bear Stearns March 1999 - April 2000
Salomon Smith Barney May 1997 - March 1999
Swiss Bank Corp (now UBS) June 1991 - May 1997
Lehman Brothers July 1989 - June 1991
Prudential Bache (now Prudential Financial) June 1988 - July 1989
International Financial Systems September 1987 - May 1988
Skills
JMS, Sybase, Enterprise Architecture, Oracle, Ant, Perl, Databases, Java, Microsoft SQL Server, JDBC, Fixed Income, SDLC, Requirements Analysis, Unix Shell Scripting, Core Java, Software Development, Spring, Performance Tuning, Groovy, MongoDB
Education
Stevens Institute of Technology 1982 — 1987
BS, Management Information System
Citigroup September 2010 - Present
Merrill Lynch (BofA) November 2009 - September 2010
MarketAxess April 2000 - July 2009
TradingEdge April 2000 - March 2001
Bear Stearns March 1999 - April 2000
Salomon Smith Barney May 1997 - March 1999
Swiss Bank Corp (now UBS) June 1991 - May 1997
Lehman Brothers July 1989 - June 1991
Prudential Bache (now Prudential Financial) June 1988 - July 1989
International Financial Systems September 1987 - May 1988
Skills
JMS, Sybase, Enterprise Architecture, Oracle, Ant, Perl, Databases, Java, Microsoft SQL Server, JDBC, Fixed Income, SDLC, Requirements Analysis, Unix Shell Scripting, Core Java, Software Development, Spring, Performance Tuning, Groovy, MongoDB
Education
Stevens Institute of Technology 1982 — 1987
BS, Management Information System
Tom Canale's Bear Stearns Experience February 1995 - April 1998
Job Sr Prime Brokerage Margin ManagerVP at Scotia Capital
Industry Financial Services
Experience
Scotia Capital January 2011 - Present
UBS Inv. Bank April 1998 - February 2011
Bear Stearns Securities Corp May 1995 - April 1998
Bear Stearns February 1995 - April 1998
Wells Fargo Advisors December 1993 - May 1995
Education
Temple University - Fox School of Business and Management
BBA, Management
Scotia Capital January 2011 - Present
UBS Inv. Bank April 1998 - February 2011
Bear Stearns Securities Corp May 1995 - April 1998
Bear Stearns February 1995 - April 1998
Wells Fargo Advisors December 1993 - May 1995
Education
Temple University - Fox School of Business and Management
BBA, Management
Brent Merlis's Bear Stearns Experience September 1999 - March 2001
Job Head of International Trading, Ariel Investments
Industry Financial Services
Experience
Ariel Investments October 2011 - Present
Deutsche Bank April 2001 - February 2011
Deutsche Bank April 2001 - January 2002
Bear Stearns September 1999 - March 2001
Bear Stearns 1999 - 2001
Bear Stearns March 1999 - September 1999
Skills
Electronic Trading, Equity Trading, Derivatives, FX, Structured Products, Trading, Fixed Income Trading, Operations, Program Trading, Private Wealth..., Portfolio Optimization, Portfolio Strategy, Business Management, Business Analysis, Hedge Funds, FX trading, FX Hedging, FX Options, Equities, Swaps, ETFs, Emerging Markets, Options, Credit Derivatives, Currency, Trading Systems, Asset Management, Alternative Investments, Commodities, Equity Derivatives, Trading Strategies, Mutual Funds, Buy-side, Back Office, Bloomberg, Hedging, Front Office, Middle Office, Market Data, Settlement, Foreign Exchange, Securities, Traders, Bloomberg Terminal, Technical Analysis, Equity Capital Markets, Securities Lending, Prime Brokerage, Fixed Income, Portfolio Management
Education
Syracuse University 1994 — 1998
BS, Political Science
Ariel Investments October 2011 - Present
Deutsche Bank April 2001 - February 2011
Deutsche Bank April 2001 - January 2002
Bear Stearns September 1999 - March 2001
Bear Stearns 1999 - 2001
Bear Stearns March 1999 - September 1999
Skills
Electronic Trading, Equity Trading, Derivatives, FX, Structured Products, Trading, Fixed Income Trading, Operations, Program Trading, Private Wealth..., Portfolio Optimization, Portfolio Strategy, Business Management, Business Analysis, Hedge Funds, FX trading, FX Hedging, FX Options, Equities, Swaps, ETFs, Emerging Markets, Options, Credit Derivatives, Currency, Trading Systems, Asset Management, Alternative Investments, Commodities, Equity Derivatives, Trading Strategies, Mutual Funds, Buy-side, Back Office, Bloomberg, Hedging, Front Office, Middle Office, Market Data, Settlement, Foreign Exchange, Securities, Traders, Bloomberg Terminal, Technical Analysis, Equity Capital Markets, Securities Lending, Prime Brokerage, Fixed Income, Portfolio Management
Education
Syracuse University 1994 — 1998
BS, Political Science
JOHN MAUSSER's Bear Stearns Experience 1997 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
CITIGROUP February 2010 - Present
BEAR STEARNS 1997 - 2009
Skills
Equities, Securities, Bloomberg, Series 63, Derivatives, Series 3, Series 7, Futures Trading, Bonds, Equity Derivatives, Financial Markets, Middle Office, Trading, Fixed Income, Trading Systems, Electronic Trading, Capital Markets, Hedge Funds, Options, Investments, Portfolio Management, Investment Banking, FX Options
Education
Stony Brook University
Bachelor's degree, Business and Finance
Stony Brook University, Stony Brook, New York
Bachelor of Science (BS), Banking and Financial Support Services
CITIGROUP February 2010 - Present
BEAR STEARNS 1997 - 2009
Skills
Equities, Securities, Bloomberg, Series 63, Derivatives, Series 3, Series 7, Futures Trading, Bonds, Equity Derivatives, Financial Markets, Middle Office, Trading, Fixed Income, Trading Systems, Electronic Trading, Capital Markets, Hedge Funds, Options, Investments, Portfolio Management, Investment Banking, FX Options
Education
Stony Brook University
Bachelor's degree, Business and Finance
Stony Brook University, Stony Brook, New York
Bachelor of Science (BS), Banking and Financial Support Services
Billy Prewitt's Bear Stearns Experience January 2004 - July 2006
Job Woods Capital Management, LLC
Industry Financial Services
Experience
Woods Capital Management, LLC March 2008 - Present
Hillwood Investments July 2006 - March 2008
Bear Stearns January 2004 - July 2006
The GIC Group August 2002 - January 2003
Education
Texas Christian University - AddRann College of Liberal Arts 1999 — 2003
BA, Economics, Political Science
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Finance, Accounting
Woods Capital Management, LLC March 2008 - Present
Hillwood Investments July 2006 - March 2008
Bear Stearns January 2004 - July 2006
The GIC Group August 2002 - January 2003
Education
Texas Christian University - AddRann College of Liberal Arts 1999 — 2003
BA, Economics, Political Science
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Finance, Accounting
Kevin Klare, CFA's Bear Stearns Experience December 2005 - June 2008
Job Equity Analyst
Industry Financial Services
Experience
Graham Capital Management, L.P. July 2013 - Present
AllianceBernstein June 2008 - February 2012
Bear Stearns December 2005 - June 2008
Skills
Investment Strategies, Equity Valuation, Trading Systems, Investment Banking, Asset Management, Financial Analysis, Emerging Markets, Energy, Equity Research, Competitive Analysis, Commodity Markets, Equities, Quantitative Analytics, Corporate Finance, Series 7, Trading, Series 63, Capital Markets, Fundamental Analysis, Due Diligence, Private Equity, Fixed Income, Hedge Funds, Options, Bloomberg, Investment Advisory, Analysis, Mergers & Acquisitions, Investment Management, Buy-side, Alternative Investments, Financial Modeling, Securities, Portfolio Management, Finance, Portfolio Optimization, Commodity, Financial Markets, Sell Side, Derivatives, Stock Picking, Quantitative Finance, Corporate Development, Valuation, Venture Capital, Electronic Trading, Investments, Value Investing, Risk Management, Mutual Funds
Education
Texas A&M University
Master of Science, Economics
Texas A&M University
Bachelor of Science (B.S.), Industrial Engineering
Graham Capital Management, L.P. July 2013 - Present
AllianceBernstein June 2008 - February 2012
Bear Stearns December 2005 - June 2008
Skills
Investment Strategies, Equity Valuation, Trading Systems, Investment Banking, Asset Management, Financial Analysis, Emerging Markets, Energy, Equity Research, Competitive Analysis, Commodity Markets, Equities, Quantitative Analytics, Corporate Finance, Series 7, Trading, Series 63, Capital Markets, Fundamental Analysis, Due Diligence, Private Equity, Fixed Income, Hedge Funds, Options, Bloomberg, Investment Advisory, Analysis, Mergers & Acquisitions, Investment Management, Buy-side, Alternative Investments, Financial Modeling, Securities, Portfolio Management, Finance, Portfolio Optimization, Commodity, Financial Markets, Sell Side, Derivatives, Stock Picking, Quantitative Finance, Corporate Development, Valuation, Venture Capital, Electronic Trading, Investments, Value Investing, Risk Management, Mutual Funds
Education
Texas A&M University
Master of Science, Economics
Texas A&M University
Bachelor of Science (B.S.), Industrial Engineering
Courtney Madden, CFA's Bear Stearns Experience June 2007 - August 2007
Job Relationship Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2012 - Present
Wellington Management August 2010 - April 2012
Brown Brothers Harriman June 2008 - July 2010
ACI Worldwide September 2007 - December 2007
Bear Stearns June 2007 - August 2007
Morgan Stanley Smith Barney January 2007 - May 2007
Education
Stonehill College 2004 — 2008
Bachelor of Science (BS), Finance, General
Wellington Management April 2012 - Present
Wellington Management August 2010 - April 2012
Brown Brothers Harriman June 2008 - July 2010
ACI Worldwide September 2007 - December 2007
Bear Stearns June 2007 - August 2007
Morgan Stanley Smith Barney January 2007 - May 2007
Education
Stonehill College 2004 — 2008
Bachelor of Science (BS), Finance, General
Steve Profeta's Bear Stearns Experience June 1985 - May 2008
Job Vice President at JP Morgan
Industry Investment Banking
Experience
JP Morgan June 2008 - Present
Bear Stearns June 1985 - May 2008
Skills
Capital Markets, Fixed Income, Hedge Funds, Valuation, Derivatives, Equities
Education
Syracuse University 1982 — 1985
B.S., Finance
JP Morgan June 2008 - Present
Bear Stearns June 1985 - May 2008
Skills
Capital Markets, Fixed Income, Hedge Funds, Valuation, Derivatives, Equities
Education
Syracuse University 1982 — 1985
B.S., Finance
Samantha Glendale's Bear Stearns Experience August 2006 - March 2008
Job Research Librarian at Equilar
Industry Information Services
Experience
Equilar January 2012 - Present
Equilar May 2008 - January 2012
Bear Stearns August 2006 - March 2008
Skills
Research, Social Media, Data Analysis, Executive Pay, Library Research, Incentive Programs, Salesforce.com, Microsoft Office, Account Management, Business Development, Deferred Compensation, Team Leadership, Project Management, Management
Education
Texas A&M University 2002 — 2006
B.S., Economics
Equilar January 2012 - Present
Equilar May 2008 - January 2012
Bear Stearns August 2006 - March 2008
Skills
Research, Social Media, Data Analysis, Executive Pay, Library Research, Incentive Programs, Salesforce.com, Microsoft Office, Account Management, Business Development, Deferred Compensation, Team Leadership, Project Management, Management
Education
Texas A&M University 2002 — 2006
B.S., Economics
Robert Upton's Bear Stearns Experience December 1999 - June 2008
Job Managing Director at UBS
Industry Financial Services
Experience
UBS June 2012 - Present
Cantor Fitzgerald January 2009 - May 2012
Bear Stearns December 1999 - June 2008
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Securities, Hedging, FX Options, Treasury Management, ALM, Liquidity Risk, Treasury, Banking, Portfolio Management, Corporate Finance, Restructuring, Funding, Asset Management, Investments, Commodity, Valuation, Collateral Management, Risk Management
Education
Temple University 1981 — 1984
MBA & BBA, Finance and Economics
UBS June 2012 - Present
Cantor Fitzgerald January 2009 - May 2012
Bear Stearns December 1999 - June 2008
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Securities, Hedging, FX Options, Treasury Management, ALM, Liquidity Risk, Treasury, Banking, Portfolio Management, Corporate Finance, Restructuring, Funding, Asset Management, Investments, Commodity, Valuation, Collateral Management, Risk Management
Education
Temple University 1981 — 1984
MBA & BBA, Finance and Economics
Christopher Gounaris's Bear Stearns Experience August 1999 - June 2002
Job Senior Analyst at CR Bard
Industry Medical Devices
Experience
CR Bard March 2006 - Present
Deloitte 2004 - 2006
Mrs. Fields Famous Brands October 2002 - September 2004
Bear Stearns August 1999 - June 2002
Astoria Federal Savings 1997 - 1999
Roosevelt Savings Bank 1994 - 1997
Skills
Corporate Finance, Financial Reporting, Forecasting, Budgets, Financial Analysis, Accounting, General Ledger, Sarbanes-Oxley, Auditing, Internal Audit, Accounts Payable, Internal Controls, Invoicing, Hyperion Enterprise, Sarbanes-Oxley Act, Financial Modeling, Cost Accounting, GAAP, Finance, US GAAP, Revenue Recognition
Education
Saint John's University 1997 — 2001
Master of Business Administration (MBA), Accounting
Stony Brook University 1990 — 1994
BA, Economics
CR Bard March 2006 - Present
Deloitte 2004 - 2006
Mrs. Fields Famous Brands October 2002 - September 2004
Bear Stearns August 1999 - June 2002
Astoria Federal Savings 1997 - 1999
Roosevelt Savings Bank 1994 - 1997
Skills
Corporate Finance, Financial Reporting, Forecasting, Budgets, Financial Analysis, Accounting, General Ledger, Sarbanes-Oxley, Auditing, Internal Audit, Accounts Payable, Internal Controls, Invoicing, Hyperion Enterprise, Sarbanes-Oxley Act, Financial Modeling, Cost Accounting, GAAP, Finance, US GAAP, Revenue Recognition
Education
Saint John's University 1997 — 2001
Master of Business Administration (MBA), Accounting
Stony Brook University 1990 — 1994
BA, Economics
Robert Soifer's Bear Stearns Experience January 1975 - June 1996
Job Senior Managing Director
Industry Financial Services
Experience
Hedge Fund January 2000 - Present
Bear Stearns January 1975 - June 1996
Education
Syracuse University 1964 — 1968
BS, Accounting
Hedge Fund January 2000 - Present
Bear Stearns January 1975 - June 1996
Education
Syracuse University 1964 — 1968
BS, Accounting
Prim Mitto's Bear Stearns Experience July 2000 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Bear Stearns July 2000 - April 2009
American Airlines March 1998 - January 2000
Education
Stony Brook University 1996 — 1998
Sociolgy
Bear Stearns July 2000 - April 2009
American Airlines March 1998 - January 2000
Education
Stony Brook University 1996 — 1998
Sociolgy
Steve Baumgarten's Bear Stearns Experience October 1993 - March 1999
Job Data Architect/Developer
Industry Capital Markets
Experience
MSCI Inc. October 2013 - Present
FirstKey, a Cerberus Portfolio Company August 2013 - October 2013
Barclays Capital September 2006 - May 2013
UBS Investment Bank September 2004 - September 2006
Credit Suisse March 2001 - September 2004
Credit Suisse March 1999 - March 2001
Bear Stearns October 1993 - March 1999
EJV Partners December 1991 - October 1993
Davis Polk & Wardwell LLP June 1986 - December 1991
Skills
Trading Systems, Derivatives, Fixed Income, Credit Derivatives, SDLC, Interest Rate..., Database Design, Data Modeling, Data Warehousing, Process Improvement, Workflow Management
Education
Swarthmore College 1981 — 1985
Bachelor of Arts (B.A.), Psychology
MSCI Inc. October 2013 - Present
FirstKey, a Cerberus Portfolio Company August 2013 - October 2013
Barclays Capital September 2006 - May 2013
UBS Investment Bank September 2004 - September 2006
Credit Suisse March 2001 - September 2004
Credit Suisse March 1999 - March 2001
Bear Stearns October 1993 - March 1999
EJV Partners December 1991 - October 1993
Davis Polk & Wardwell LLP June 1986 - December 1991
Skills
Trading Systems, Derivatives, Fixed Income, Credit Derivatives, SDLC, Interest Rate..., Database Design, Data Modeling, Data Warehousing, Process Improvement, Workflow Management
Education
Swarthmore College 1981 — 1985
Bachelor of Arts (B.A.), Psychology
Corinthian Thomas's Bear Stearns Experience July 2006 - August 2010
Job Vice President of Compliance, JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Retreat Capital Management Group February 2012 - July 2014
Morgan Stanley April 2011 - February 2012
Saxon Mortgage August 2010 - April 2011
JPMorgan Chase July 2006 - August 2010
Bear Stearns July 2006 - August 2010
Citi June 2005 - July 2006
Citi May 2003 - June 2005
Citi January 2001 - May 2003
Skills
Default, Servicing, Risk, Compliance, Internal Audit, Operational Risk..., Internal Controls, Mortgage, Securities, Risk Management, Regulatory Reporting, Mortgage Servicing, Retail Banking, Commercial Banking, Mortgage Banking, Risk Assessment, Credit Risk, Loss Mitigation, Loan Servicing, Financial Risk, Mortgage Lending, Process Improvement, Analysis, Auditing, Vendor Management, Operational Risk, Residential Mortgages, Due Diligence, AML
Education
Texas A&M University
University of North Texas
JPMorgan Chase July 2014 - Present
Retreat Capital Management Group February 2012 - July 2014
Morgan Stanley April 2011 - February 2012
Saxon Mortgage August 2010 - April 2011
JPMorgan Chase July 2006 - August 2010
Bear Stearns July 2006 - August 2010
Citi June 2005 - July 2006
Citi May 2003 - June 2005
Citi January 2001 - May 2003
Skills
Default, Servicing, Risk, Compliance, Internal Audit, Operational Risk..., Internal Controls, Mortgage, Securities, Risk Management, Regulatory Reporting, Mortgage Servicing, Retail Banking, Commercial Banking, Mortgage Banking, Risk Assessment, Credit Risk, Loss Mitigation, Loan Servicing, Financial Risk, Mortgage Lending, Process Improvement, Analysis, Auditing, Vendor Management, Operational Risk, Residential Mortgages, Due Diligence, AML
Education
Texas A&M University
University of North Texas
Bonnie Siegal's Bear Stearns Experience 1982 - 1985
Job Managing Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. April 2007 - Present
Ryan Beck & Co. 2005 - 2007
Legg Mason 2004 - 2005
Ziegler 2001 - 2004
Alex Brown 1995 - 1997
Donaldson, Lufkin & Jenrette 1990 - 1995
Bear Stearns 1982 - 1985
Education
Temple University 1980 — 1982
MBA, Healthcare Administration
University of Pennsylvania 1975 — 1978
BA
University of Pennsylvania 1975 — 1978
Bachelor’s Degree
Oppenheimer & Co. April 2007 - Present
Ryan Beck & Co. 2005 - 2007
Legg Mason 2004 - 2005
Ziegler 2001 - 2004
Alex Brown 1995 - 1997
Donaldson, Lufkin & Jenrette 1990 - 1995
Bear Stearns 1982 - 1985
Education
Temple University 1980 — 1982
MBA, Healthcare Administration
University of Pennsylvania 1975 — 1978
BA
University of Pennsylvania 1975 — 1978
Bachelor’s Degree
J. W. Howard's Bear Stearns Experience February 2002 - July 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Bear Stearns February 2002 - July 2008
RBC Capital Markets March 1993 - February 2002
Skills
Investment Banking, Fixed Income, Securities, Financial Analysis, Credit, Banking, Capital Markets, Derivatives
Education
Stetson University 1986 — 1988
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley July 2008 - Present
Bear Stearns February 2002 - July 2008
RBC Capital Markets March 1993 - February 2002
Skills
Investment Banking, Fixed Income, Securities, Financial Analysis, Credit, Banking, Capital Markets, Derivatives
Education
Stetson University 1986 — 1988
Bachelor of Business Administration (BBA), Finance, General
Jacqueline Denery's Bear Stearns Experience 2005 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Bear Stearns 2005 - 2007
NASD 2004 - 2005
Goldman Sachs 2001 - 2004
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BA, Finance, MIS
Bear Stearns 2005 - 2007
NASD 2004 - 2005
Goldman Sachs 2001 - 2004
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BA, Finance, MIS
Richard Gruber's Bear Stearns Experience March 2007 - October 2008
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs October 2008 - July 2012
Bear Stearns March 2007 - October 2008
Thomson Financial July 2000 - July 2003
Education
Syracuse University College of Law 2003 — 2006
Juris Doctor, Law
The George Washington University - School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance and International Business
Goldman Sachs October 2008 - July 2012
Bear Stearns March 2007 - October 2008
Thomson Financial July 2000 - July 2003
Education
Syracuse University College of Law 2003 — 2006
Juris Doctor, Law
The George Washington University - School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance and International Business
Jeffrey Dreyfus's Bear Stearns Experience March 2007 - June 2008
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan June 2008 - Present
Bear Stearns March 2007 - June 2008
Jefferies & Company January 2004 - December 2006
Prudential Securities November 1984 - December 2003
Skills
Prime Brokerage, Equities, Series 7, Fixed Income, Securities, Hedge Funds, Investment Banking, Data Analysis, Business Analysis, Financial Services, Risk Management
Education
SUNY Stony Brook 1980 — 1984
Bachelor of Arts (B.A.), Economics
JPMorgan June 2008 - Present
Bear Stearns March 2007 - June 2008
Jefferies & Company January 2004 - December 2006
Prudential Securities November 1984 - December 2003
Skills
Prime Brokerage, Equities, Series 7, Fixed Income, Securities, Hedge Funds, Investment Banking, Data Analysis, Business Analysis, Financial Services, Risk Management
Education
SUNY Stony Brook 1980 — 1984
Bachelor of Arts (B.A.), Economics
Julie Lombard's Bear Stearns Experience February 2005 - April 2008
Job Attorney
Industry Legal Services
Experience
Greater Los Angeles November 2012 - Present
Barclays Capital March 2009 - October 2012
Merrill Lynch April 2008 - January 2009
Bear Stearns February 2005 - April 2008
Skills
Microsoft Office, Orchestria, Case Manager, Criminal Investigations, Research, Legal Research, Equities, Due Diligence, Litigation
Education
State University of New York at Buffalo - Law School
Doctor of Law (J.D.), Criminal and International Law
Rockefeller College of Public Affairs and Policy
Master of Arts (M.A.), Criminal Justice
Greater Los Angeles November 2012 - Present
Barclays Capital March 2009 - October 2012
Merrill Lynch April 2008 - January 2009
Bear Stearns February 2005 - April 2008
Skills
Microsoft Office, Orchestria, Case Manager, Criminal Investigations, Research, Legal Research, Equities, Due Diligence, Litigation
Education
State University of New York at Buffalo - Law School
Doctor of Law (J.D.), Criminal and International Law
Rockefeller College of Public Affairs and Policy
Master of Arts (M.A.), Criminal Justice
Lisa Dybus-Clay's Bear Stearns Experience March 1984 - June 1987
Job
Industry Insurance
Experience
H&R Block January 1996 - April 2009
Travelers June 1987 - September 1994
Bear Stearns March 1984 - June 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Budgets
Education
University of North Carolina at Greensboro 1985 — 1987
Clinical Psychology
Stony Brook University
Bachelor's degree, Psychology
University of Pittsburgh
Master level courses, Educational Psychology
H&R Block January 1996 - April 2009
Travelers June 1987 - September 1994
Bear Stearns March 1984 - June 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Budgets
Education
University of North Carolina at Greensboro 1985 — 1987
Clinical Psychology
Stony Brook University
Bachelor's degree, Psychology
University of Pittsburgh
Master level courses, Educational Psychology
Patric Thomas's Bear Stearns Experience July 2006 - July 2009
Job Supervisory Manager at JP Morgan Private Bank Global Investment Opportunity Group (GIO)
Industry Financial Services
Experience
JP Morgan Private Bank- Global Investment Opportunity Group (GIO) April 2014 - Present
J.P. Morgan Private Bank July 2009 - Present
Bear Stearns July 2006 - July 2009
TD Ameritrade April 2003 - July 2006
TD Ameritrade May 1999 - April 2003
Skills
Risk Management, Supervision, Relationship Management, Trading, Trade Compliance, Financial Markets, Prime Brokerage, Trading Operations, Options Strategies, Manage Client..., Online Brokerage, Private Banking, Personal Financial..., Derivatives Trading, General Securities..., Securities Market, Series 7, Series 63, Series 24, series 4, series 9, series 10, series 66
Education
SUNY Stony Brook 1993 — 1997
JP Morgan Private Bank- Global Investment Opportunity Group (GIO) April 2014 - Present
J.P. Morgan Private Bank July 2009 - Present
Bear Stearns July 2006 - July 2009
TD Ameritrade April 2003 - July 2006
TD Ameritrade May 1999 - April 2003
Skills
Risk Management, Supervision, Relationship Management, Trading, Trade Compliance, Financial Markets, Prime Brokerage, Trading Operations, Options Strategies, Manage Client..., Online Brokerage, Private Banking, Personal Financial..., Derivatives Trading, General Securities..., Securities Market, Series 7, Series 63, Series 24, series 4, series 9, series 10, series 66
Education
SUNY Stony Brook 1993 — 1997
Alphonse Janvier Jr.'s Bear Stearns Experience October 2006 - February 2008
Job Supervisory Manager
Industry Financial Services
Experience
Vice President at J.P. Morgan Private Bank December 2009 - Present
Bear Stearns, a division of JP Morgan February 2008 - December 2009
Bear Stearns October 2006 - February 2008
Citi May 2005 - October 2006
Citi March 2004 - May 2005
Citi July 2000 - March 2004
TD Ameritrade January 1999 - June 2000
Skills
Fixed Income, Securities, Trading, Financial Services, Risk Management, Investments, Analysis, Mutual Funds, Series 7, Equities, Hedge Funds, Customer Service
Education
Stony Brook University 1993 — 1998
Sociology, Business Management
Vice President at J.P. Morgan Private Bank December 2009 - Present
Bear Stearns, a division of JP Morgan February 2008 - December 2009
Bear Stearns October 2006 - February 2008
Citi May 2005 - October 2006
Citi March 2004 - May 2005
Citi July 2000 - March 2004
TD Ameritrade January 1999 - June 2000
Skills
Fixed Income, Securities, Trading, Financial Services, Risk Management, Investments, Analysis, Mutual Funds, Series 7, Equities, Hedge Funds, Customer Service
Education
Stony Brook University 1993 — 1998
Sociology, Business Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS